QJnrtipU IGaui ^rljnnl library Cornell Universlly Library i^^i KD 1509.F63 ,„ elemeffl trea«se.,on.alaSa, Cornell University Library The original of tiiis book is in tine Cornell University Library. There are no known copyright restrictions in the United States on the use of the text. http://www.archive.org/details/cu31924022207728 Maxwell on Statutes. The Interpretation of Statutes. By Sir Peter Benson Maxwell, late Chief Justice of the Straits Settlements. 8vo. Price 16s. cloth. 1875. Maclachlan's Law of Merchant Shipping. Second Edition. A Treatise on the Law of Merchant Shipping, By David Maclachlan, M.A., of the Middle Temple, Barrister-at-La\v. Royal 8vo. Price -21. 2s. cloth. 1876. The Bankruptcy Act, 1869, and the Debtors Act, 1869, Including the Hules, Orders, and Forms, and the Decisions thereon, with oarcful cross references. bY F. Pitt-Taylob, Barrister-at-Law. Crown 8vo. Price 12i. cloth. 1875. Yate Lee's (L.) Law and Practice of Bankruptcy. The Law and Practiceof Bankruptcy and Imprisonment for Debt, comprisinof the Statutes, General Bnles, and Forms now in usi-, aud incorporating such portion of the Third Edition of the late Mr. Hhelford's Treatise on Hank- ruptcji as is applicable to the present law, and the Jn^lvency, Bills of Sale, and Warrant of Attorney Acts. By LaiVford Yate Lee, of Lincoln's Inn, Esq., Barrister-at-Law. 8vo. Price 1/. 16«. cloth. 1871. Dicey's Parties to an Action at Law. A Treatise on the Rules for the Selection of i'arties to an Action at Law. By Albert Venn Dicey, Barrister-at-Law, Fellow of Trinity College, Oxford. Price 16s; cloth. 1870. " Tlie voluiTP before us is tliat fare production of our time, a .scientific treatise on a specific branch of the law It is a work that will be as welcome in tlie County Courts as in the Superior Courts, and it is written with the clearness and precision always found where tiie author has thoroughly mastered his subject."— iaMi Times, Nov. 26, isyo. Elphinstone's Introduction to Conveyancing. A Practical Introduction to Conveyancing, containing the f-=ibstance of Two Courses of Lectures delivered before the Incorporated Law Society in 1869, 1870 and 1871. By Howard Wabburton Elphinstone, of Lincoln's Inn, Barrister-at-Law. Crown 8vo. Price 10s. Crf. cloth. 1871. "The whole volume is replete with instruction, and cannot be too attentively studied by those to whose care the interests of clients as involved in transfer and n\u: tgr.f^e of p'uperty, ni^, riage settlements, and wills, will be hereafter enttUKted."^/,aic Journal, May 2f-, 1S7I. Broom and Hadley's Commentaries. Commentaries upon the Laws of England. By Hkrbrbt Bkoom, LL.D., of the Inner Temple, Barrister-at-Law, Professor of Common Law to the Inns of Court, and Edward A. Hadley, M.A., of Lincoln's Inn, Barrister-at-Law, late Fellow of Trinity College, Cambridge. This Work is mainly founded upon Blackstone, the chief aim having been to pi'oduce such a version of his celebrated Commentaries as their author, if now living, would have produced. In 4 vols. 8vo. Price 3/. .3«. cloth. 1869. Davidson's Concise Precedents. Tenth Edition. Concise Precedents in Conveyancing, adapted to the Act to amend the Law of Real Property, 8 & 9 Vict. c. 106 ; with Practical Notes and Observations on the Act, and on the Act for the Cesser of Attendant Terms. By Charles Davidson, Esq., of Lincoln's Inn, Barrister-at-Law, and late Fellow of Christ's College, Cambridge. 12ino. 1877. Williams and Bruce's Admiralty Practice. The Jurisdiction and Practice of the High Court of Admiralty, including the Practice on Appeals, with Forms of Pleadings, &c. ; together with a Supple- ment, containing the County Courts' Admiralty Jurisdiction Act, 1868, and the General Orders for Regulating the Practice thereof. By Robert Griffith Williams and Gainsford Bbuce, of the Middle Temple, Esqrs., Barristers- at-Lavv. In 1 vol. 8vo. Price \l. is. cloth. 1869. t WILLS OF PEBSONAL PBOPERTY. AN' ELEMENTARY TREATISE ON THE LAV RELATING TO WILLS OF PERSOJ^AL PROPERTY, AND SOME SUBJECTS APPERTAINING THERETO. BY JOHN C. H. TLOOD, OF THE MIDDLE TEMPLE, ESQ., TESRISST BIR- AT-LAW. A. -^ ■^^ -^^ ^ ^ NOV V 9 ^ LONDON : WILLIAM MAXWELL & SON, 29, FLEET STEEET, E.G. ILato Boaftstlkts anU ^«blisl)ws. HODGES, FOSTER, & CO., AND E. PONSONBY, DUBLIN ; THACKEE, SPINK, & CO., CALCUTTA; CHARLES F. MAXWELL, MELBOURNE. 1877. T,OSD0N : , AGNKW, & CO., PRIKTEAS, WHITBFRIAES. PEEEACE. The following treatise was not undertaken, nor has it been published, with the intention that it should compete with, still less supersede, any of the present text-books on the subject of Wills. The aim of its author has been to meet an appa- rently existing want, namely, that of an elementary and systematically-arranged work on matters directly and indirectly connected with testamentary disposi- tions of personal property. Whether the writer's conjecture as to the need of such a book as that just mentioned be well-founded, or again, whether, — assuming it to be so, — he has here supplied that which he conceived to be required, are questions not for him, but for others to decide. An author is generally, and perhaps not unnaturally, apt to be sanguine concerning the object with, and the manner in, which he executes his self-allotted task ; yet, necessarily, he must really be but an incompetent judge both of the merits and defect^ of his own work. A few observations, however, by the VI PREFACE. writer of a book respecting the general features and aim of his production, will hardly be thought to ex- pose him to a charge of undue enthusiasm or self- complacency. Now, the present treatise is in every sense of the word elementary, and whoever may peruse it will perceive that, throughout, no very extensive previous knowledge of the various topics discussed, has been assumed to be possessed by the reader. But the book is not intended to be merely elementary and nothing more ; accordingly, with the view of making it useful to the practitioner, care has been taken to furnish authorities for the majority of the propositions and statements contained therein. The cases have not been heedlessly or needlessly strung together, but an endeavour has been made to collect such as may be termed of a representative character, adapted alike to illustrate general principles and to determine particular points (a). They have for the most part been examined before their insertion ; analyses of several will be found set out, and, it. may be added, concurrent reports which - contain these cases have been indicated in the citations of them, — a feature which it is hoped wiU prove convenient to readers. Dicta and obiter dicta of learned judges have been pressed into the service, for although these are not always to be relied on in attempting to decide a (a) Some additional oases of interest, whioh have been decided during the present year, will be found after the Table of Cases. PREFACE. VU case, yet they are frequently of great service in elucidating legal principles. The order in which the topics of this book are considered, "will be seen at a glance from the Table of Chapters, and it would appear to be that in which the matters discussed naturally arise. The arrangement of Euclid — who starting with definitions, axioms, and postulates, unfolds a series of propositions, each de- pendent on those preceding it — seems to suggest another method, somewhat analogous to itself, suited to the compilation of a legal treatise. This plan is to begin with a definition, and then trace its terms through the various ramifications into which it may branch out. An attempt — only a feeble one, however, — has been made in the following pages to pursue this mode of treatment, but the difficulty, often amounting to an impossibility, of strictly adhering to it in the course of a long book of this particular design, is almost too obvious to need any statement to such effect. In the First Chapter, the author has adopted the course recommended to writers by Arch- bishop Whately, in his work on Logic, namely, that of commencing a technical work with an analytical outhne of its whole subject. The Chapter on Per- sonalty may be considered out of place, but the reader will see that, throughout, the subject is there viewed in its relation to Wills. How much this volume is indebted to others which have preceded it, may be seen from the list of books Vlll PREFACE. that have been consulted during its own prepara- tion ; but the present writer begs to say that in all instances in which he has made use of those works, he has duly acknowledged the fact of having done so. In dealing with some of the many topics presenting themselves for notice, it may be thought that the author has more than occasionally digressed into irrelevancy, discursiveness, or repetition, but it is to be remembered that the subject of Wills is probably the most protean and comprehensive in character that a text- writer can essay to expound. No sooner does he enter the arena of operation to search for materials, than he becomes literally staggered by the appearance of the vast and varied mass thereof that lies before him. His difficulty, therefore, lies not in the paucity, but in the overwhelming abundance of the where- with to build up his fabric, which being the case, a writer on Wills, in attempting to grasp too much, is very liable to fall into diffuseness. The author trusts, however, that from the foregoing considerations, and also from the fact that this treatise professes to deal with " subjects appertaining " to its main one, wherever it may be thought that irrelevant matter has been obtruded, examination will show it to be some per- tinent fragment of the mass of materials above mentioned. Although this volume ostensibly deals with Wills of Personalty, yet much of its contents will be found PREFACE. IX applicable to devises of Eealty, since all Wills are now on the same footing in regard to the mode of their execution, revocation, and revival, also in so far as they are affected by the rules of evidence, and in some other respects too. At the same time, a devise certainly is an instrument of a character different from a bequest of personal estate, both in regard to its construction, and to the incidents surrounding its operation. And, until the principles of the law of real property are declared by the Legislature to rest no longer upon a feudal basis, but to be assimilated to those which govern personalty, it seems to be not ■altogether illogical to consider Wills of one species of property apart from those of the other. If distinct treatises are devoted to the general examination of these two divisions of property, why should we not apply a similar mode of investigation and exposition to the testamentary dispositions of either? Moreover, the fact that, during the year 1875 the value of such personal property as changed hands through the medium of Wills amounted to no less a sum than £112,601,280, would seem to furnish an excuse, if ■ not a sound reason, for treating of bequests in a separate volume. These prefatory observations must not be concluded without an acknowledgment by the present writer of the assistance which he has received during the pro- gress of the following sheets through the press, from two learned friends — Mr. Burnaby, of the Midland X PREFACE. Circuit, and Mr. H. Wyatt Hart, Barrister-at-Law. The former has given much help in the uninteresting task of compiling the index and tables of cases ; the latter in verifying the majority of the references to the reports. The author now dismisses his work. It has been the subject of thought and labour for a very long time, but notwithstanding this fact, he sends it forth with considerable difl&dence, and can only hope that its defects may not be too severely regarded by those into whose hands it may come. The Temple, London, Aitgust, 1877. TABLE INDICATING CONTENTS. — > PAGE PKEFACE . V— X LIST OF TEXT-BOOKS AND TREATISES WHICH HAVE BEEN CONSULTED IN THE PREPARATION OF THIS WORK . xiii— xvi LIST OF REPORTS ' do. do. xvii— xx TABLE OF CASES CITED xxi— xxxvi ADDITIONAL CASES (1877) . ... xxxvii-xxxix ADDENDA ET CORRIGENDA xli— xlii TABLE OF STATUTES REFERRED TO . . . See Index. CHAPTER I. THE SUBJECT VIEWED GENERALLY— DONATIO MOKTIS CAUSA . 1 — 78 CHAPTER II. OF PERSONAL PROPERTY ... ... 79 — 252 CHAPTER III. OF WILLS AND CODICILS 25.3 — 312 CHAPTER IV. THE DUE EXECUTION OF A WILL 313 — 33O CHAPTER V, OF THE REVOCATION OF WILLS AND CODICILS . . . . 331 — 356 CHAPTER VI. OF THE REVIVAL OF WILLS ... ... 357 366 XU TABLE INDICATING CONTENTS. CHAPTER VII. PAGE CONOERKING THE TESTAMENTAET POWEK 367 — 412 CHAPTER VIII. OF LOST, MISSING, DESTROYED, AND STOLEN WILLS . . . 413 — 420 CHAPTER IX. OF MUTUAL OE CONJOINT OK EECIPllOCAL WILLS ; JOINT, CONDI- TIONAL, AND CONTINGENT WILLS ; OF CONDITIONS IN ORDINARY WILLS ; WILLS MADE BY INTERROGATORIES AND SHAM WILLS 430—456 CHAPTER X. OF EXECUTORS AND ADMINISTRATORS 457 — 663 CHAPTER XL THE PROBATE, DIVORCE, AND ADMIRALTY DIVISION OF THE HIGH COURT OF JUSTICE, WITH A SKETCH OF ITS PRACTICE IN PRO- BATE MATTERS 664—743 CHAPTER XII. ON THE DISTRIBUTION OF AN INTESTATE'S PERSONAL ESTATE UNDER THE STATUTE OF DISTRIBUTIONS 744 — 778 APPENDIX. NOTE (a), the case OF "dUFFIELD V. ELWES " 779 NOTE (e). probate APPEALS FROM THE PROBATE, DIVORCE, AND ADMIRALTY DIVISION OF THE HIGH COURT OF JUSTICE . ' . . 780 THE WILLS ACT, 1838, SET OUT 782 THE WILLS ACT AMENDMF.NT ACT, 1852 787 INDEX . . 789—892 LIST OF TEXT-BOOKS AND TEEATISES WHICH HAYE BEEN REFERRED TO IN THE COMPILATION OF THIS WORK. How died. Abbott on Shipping Add. Cont. Amos & Fer. Fixt. . . . Atkinson on Conveyancing. 2nd Ed. Austin's Province of Juri.spi'u- dence Determined Bao. Abr. Bentham Princ. Civ. Code . Black. Comm. . Bracton De Leg. et Consnet. Ang. Broom's Com. L. Broom's Leg. Max. . Brown, A. , on Fixtures Browne, G., Prob. Prac. Bullen & Leake. Prec. PI. Bnller's Nisi Prius Practice 6th Ed., 1793 Bum. Ecc. L. . Buri\ Law Gloss. Butler's Hora? .Inridicaj Subse- civae. 1807 Byles on BilLs Calv. Lex Jurid. . . . Chance Pow Charley on the Judicature Acts Chitty's Archbold by Prentice Chitty. Gen. Princ. . . . Co. Litt. . Com. Dig. . Coote on Mort. Coote Prob. Prac. . . . Coote & Trist. Cowell's Interpreter Cripp's Laws of the Clergy Cru Dig. . . ... Full titles of the Works of which the abbreviated titles are given. Addison on Contracts Amos & Ferard on Fixtures. 2nd Ed., 1847 Bacon's Abridgment. 7th Ed., 1832 Bentham's Principles of the Civil Code Blackstone's Commentaries Bracton De Legibus et Consuetudinibus Angliae Broom's Common Law Commentaries Broom's Legal Maxims G. Browne's Probate Practice Bullen & Leake's Precedents of Pleading Burn's Ecclesiastical Law, by Phillimore. 9th Ed., 1842 Burrill's Law Glossary (Am.) Calvini Lexicon Juridicum (Fo. 1683) Chance on Powers Chitty's General Principles Coke upon Littleton, by Hargiave & But- ler Comyn's Digest R. H. Coote on the Law of Mortgage H. C. Coote's Probate Practice; 7th Ed. H. C. Coote & Dr. Tristram'.s Probate Prac- tice. 4th Ed. Cruise's Digest. 2nd Ed,, 1818 XIV LIST OF TREATISES REFERRED TO. Bow cited. Darnell's Chanc. Prac. Deane on the Wills Act, 1838 Dig Dodd & Brook's Probate Prac- tice Domat Civr. L. Far. Pow. . Fearne Cont. Rem. . Idem Fitz-Herbert's Naiura Srevium, by Hale. 1794 Gen. Rep. of Ecc. Comm. . Gib. Cod. Jur. Ecc. Ang. Godolph. Orp. Leg. . Grady Fixt. Grifath on the Married Wo- men's Property Act, 1870. 3rd Ed. Hale's Pleas of the Crown. Ed. 1800 Hanson on the Probate, Legacy & Succession Duties. 3rd Ed. Hargrave Jur. Arg. Hayes & Jarman's Forms of Wills. 8th Ed. Hayne's Outlines of Equity. 4th Ed. Inderwick on Wills Inns of Court, History of, by Rayner (?) Jarman on Wills. 3rd Ed. Jarm. & Bith. Just. Inst. Just. Introd. Dig. Kent's International Law, by Abdy L. C. Eq Lewin on Trusts. 6th Ed. Lindley on Partnership Littleton (Tenures) Mack. Civ. L Maine's Ancient Law Mascall's Digest of the Law of Distribution of Personal Es- tates of Intestates Mitford on Pleading Full titles of the Works of which the abbreviated titles are given. Daniell's Chancery Practice. 5th Ed. Justinian's Digest Domat's Civil Law (Fo. 1723) Farwell on Powers Fearne on Contingent Remainders. 8th Ed., by Butler by J. W. Smith General Report of the Ecclesiastical Com- missioners made before Wills Act, 1838 Gibson's Codex Juris Ecclesiastici Angli- cani. Ed. 1761 Godolphin's Orphan's Legacy of Wills, &c., 1701 Grady on Fixtures Hargrave's Juridical Arguments and Col- lections Jarman & Bithewood's Conveyancing Justinian's Institutes, by Sandars Introduction to Justinian's Digest White & Tudor's Leading Cases in Equity. 4th Ed. Mackeldey Systema Juris Roman! Hodie Usitati LIST OF TREATISES REFERRED TO. XV Sow cited. Nov. .... Off. Exor. Paterson's Comp. Eng. & Sc. Law . . . . PhiUipps on Eyidence (1843) Pothier Traite des Oblig. Pow. Dev. . Pow. P. . Prest. Conv. . . Eay on the Medical Jurispm- dence of Insanity Roberts on Equity. 2nd Ed. Kop. Hus. & Wife . Rop. Leg. . Shep. Touch. Sm. L. C. Sm. Man. Eq. . . . Sm. Merc. Law . Sm. R. & P. P. Snell on Equity Spelman's Glossarium Archieo- logicum Sp. Eq. Jur. C. C. Steph. Comm. . Story on Agency Sto. Eq. Jur. Sug. Pow. .... Sweet on a Wife's Separate Estate Swinh. Tay. Civ. Law Tayl. Evid. Termes de la Loy Toller Exors. . Tudor L. C. Vin Abr. . Watk. Conv. Went. Off. Ex. West Symb. Whart. L. Lex. Pull iitUs of the Works of which the ctbbreviated titles are given. Justinian's Novels Office and Duty of Executors.by Wentworth. 14th Ed. (a) Paterson's Compendium of English and Scotch Law. 2nd Ed. Pothier des Obligations Powell on Devises, by Jarman Powell on Powers Preston on Conveyancing Roper on the Law of Husband and Wife. 2nd Ed. Roper on Legacies. 4th' Ed. Sheppard's Touchstone of Common As- surances, by Preston (1821) Smith's Leading Oases — Manual of Equity — Mercantile Law — Real and Personal Property Spencer's Equitable Jurisdiction of the Court of Chancery Stephen's Commentaries Story's Equity Jurisprudence Sugden on Powers. 8th Ed. Swinburne's Briefe Treatise of Testaments, &c. Taylor on Civil Law — on Evidence Toller on Executors Tudor' s Leading Cases in Real Property and Conveyancing Viner's Abridgment Watkins on Conveyancing Wentworth's Office and Duty of Executors. 14th Ed. West's Symboleography. 1627 Wharton's Law Lexicon. 6th Ed. (a) In the preface to the 14th Edition of this celebrated work, we are informed that, "although it bears the name ofWentworth, it is now generally ascribed to Mr. Justice Dodderidge." XVI LIST OF TREATISES REFERRED TO. How eited. "Wh. & Tu. L. C. in Eq. . . Wigram on the Interpretation of Wills Wms. Exors. . Wms. P. P. . Wms. E. P. . Wms. Saund. Wood Inst. Civ. L. . Wood. Via. Leot. Woodf. Land. & Ten. Full titles of the Works of which the abbreviated titles are given. White & Tudor's Leading Cases in Equity. 4th Ed. Williams on Executors. 7tli Ed. J. Williams on Personal Property — on Real Property Williams' Saunders Wood's Institutes of the Ciyil Law Wooddeson's Vinerian Lectures Woodfall on the Law of Landlord and Tenant LIST OF EEPOETS CITED. A. & E Adolphus & Ellis, K. & Q. B. 12 vols. 1834-40 Add. EocRep Addam's Ecclesiastical Reports. 2 toIs. & 1 pt. 1822-6 Amb Ambler's Ch. Reports. 2 vols. 1737-84 And Andrews' K. B. Reports. 1 vol. 1738-40 Atk Atkyns' Ch. Reports. 3 vols. 1736-65 B. & Ad Barnewall & Adolphus, K. B. 5 vols. 1830-4 B. & Aid Barnewall & Alderson, K. B. 5 vols. 1817-22 B. & C Barnewall & CressweU, K. B. 10 vols. 1822-30 B. & P Bosanquet & Puller, C.P. 5 vols. 1796-1807 Beav Beavan, Rolls. 36 vols. 1838-66 Best&S Best & Smith, Q.B. 10 vols. 1861-69 BeU's C. C Bell's Crown Cases. 1 vol. 1858-60 Bing Bingham's Reports, C. P. 10 vols. 1822-34 Bing. N. C Bingham's New Cases. 6 vols. 1834-40 Bli^ (S. S.). . . Bligh's House of Lords Cases. New Series. 10 vols. 1827-37 Bro. C. C Brown's Chancery Cases. 4 vols. 1778-94 Bro. P. C Brown's Parliamentary Cases, by Tomlins. 8 vols. 1702-1800 Bro. & Bing Broderip & Bingham, C.P. 3 vols. 1819-22 Bulst Bulstrode, K.B. 1 vol. 1609-39 Burr Burrow, K.B. 5 vols. 1757-71. Car. & Kir Carrington & Kirwan, Nisi Prius. 2 vols., pt. vol. 3. 1843-50 Garth Carthew's K. B. Reports. 1 vol., fo. 1686—1701 C. B Common Bench. 18 vols. 1845-56 C. B. (N. S.) . . . . Common Bench. New Series. 20 vols. 1856-65 C. & F. (or CI. & F.) . . Clark & Finnelly, House of Lords Cases. 12 vols. 1831-46 Ch. Ca Cases iu Chancery. 1 vol. 1660-88 Coll. C. C CoUyer's Ch. 2 vols. 1844-45 Conn Connecticut (Am.) Co. Rep Coke's Reports, Q. & K. B. 6 vols. 1572- 1616 Cowp Cowper, K. B. 2 vols. 1774-78 Cox Cox's Criminal Law Cases. 12 vols. 1843-72 Cr. & J Crompton & Jervis, Exch. 2 vols. 1830-2 C. M. & R Crompton, Meeson & Roscoe, Exch. 2 vols. 1834-6 Cr. & Ph Craig & Phillips, Chanc. 1 vol. 1841 Cro. Car. "1 Croke (temp. Eliz., James & Charles). 4 vols. Cro. Eliz. J • • • • 1581-1641 Curt Curteis' Ecclesiastical Reports. 3 vols. 1834-44 D. & War. . . . . Di-ury & Warren (Ir). 4 vols. 1841-43 xvm LIST OF REPORTS CITED. Dea. & Sw! De G. F. & J. De G. & J. De G. J. & S. De G. M. & G. De 6. & S. . Den. C. C. . Dick. . . . Doug. . . Dow. . . . Dow. & Clark Dowl. &. Ry. Drew. . . Dr. & S. Dru. . . . Dyer . . . E. & B. . . East. . . Eden. . . Eq. Ca. Abr. Exch. Rep. Ex. Deane & Swabey, Ecclesiastical Reports. 1 vol. 1855-7 De Gex, Fisher & Jones, Chanc. 4 vols. 1860-2 De Gex & Jones, Chanc. 4 vols. 1857-60 De Gex, Jones & Smith, Chanc. 4 vols. 1862-6 De Gex, Macnaghten & Gordon, Chanc. 8 vols. 1851-7 De Gex & Smale, Chanc. 5 vols. 1846-52 Denison's Crown Cases. 2 vols. 1844-52 Dickens, Chanc. 2 vols. 1559-179'8 Douglas, K.B. 4 vols. 1778-84 Dow, House of Lords. 6 vols. 1812-18 House of Lords. 2 vols. 1827-32 Dowling & Ryland, Nisi Prius. 1 pt. 1822-3 Drewry, Chanc. 4 vols. 1852-9 Drewry & Smale, Chanc. 2 vols. 1860-5 Drury's Irish Reports, Chanc. 1 vol. 1843-4 Dyer, K. & Q. B. 3 vols. 1513-82 EUis & Blackburn, Q. B. 8 vols. 1852-8 K. B. 16 vols. 1801-12 Chancery. 2 vols. 1767-67 Equity Cases Abridged. 2 vols. Exchequer Reports (by Welsby, Hurlstone & Gordon). 11 vols. 1847-56 Freem. Freeman's Chancery. 1 vol. 1660-1706 Giff. Giffard, Chancery. 5 vols. 1857-65 H. Bl. ... H. & C. H. & K. . . . Hagg. Ecc. Rep. Hare. ; . . Hem. & M. . Hetley. ; . Hob. . . . Holt. . . . Howard's IT. S. H. L. Cas. ) H. L. I Ir. Rep. > Ir. Eq. Rep. j Rep. J. & H. . . Jacob's Rep. Jo. & Lat. Johns. Jur. . . . Jur. (N. S.) Kay. . Kav & J. Keb. . Keen . . Henry Blackstoue, C. P. 2 vols. 1788-96 Hurlstone & Coltman, Exch. 4 vols. 1862-5 Hurlstone & Norman, Exch. 7 vols. 1856-61 Haggard's Ecclesiastical Reports. 3 vols. & pt. vol. 4. 1827-33 Chancery. 11 vols. 1841-53 Hemming & Miller, Chancery. 2 vols. 1862-5 C. P. 1 vol., fo. 1627-32 Hobart's Reports, K. B. 1 vol., fo. 1603-25 K. P. 1 vol. 1815-17 Howard's United States Reports. Clark's House of Lords Cases. 11 vols. 1847- Irish Equity Reports. Johnson & Hemming, Chancery. 2 vols. 1862-65 Jacob's Reports, Chanc. 1 vol. 1821-2 Jones & Latouche, Ir. Ch. 3 vols. 1844^6 Johnson, Chancery. 1 vol. 1859 Jurist Reports. 31 vols. 1837-54 Jurist. New Series. 12 vols. 1855-66 Chancery. 1 vol. 1853-4 Kay & Johnson, Chancery. 4 vols. Keble, K. B. 3vols., fo. 1661-79 Chancery. 2 vols. 1836-8 1854-8 LIST OF EEPORTS CITED. XIX L. J. Law Journal * L. J. (0. S.) Law Jour- nal (Old Series) 1822- 31 L. R. Law Eoports . (commencing from Mich. Term, 1865). • Ch. Chancei'y Q. or K. B. Queen's or Kiiig's Bench C. P. Common Pleas Exoh, Exchequer. P. C. Priyy Council M. C. Magistrates' Cases Bank. Bankruptcy N. Cas. Notes of Cases P. & M. or P. & D. Probate & Matrimonial or Probate & Divorce H. L. House of Lords Ch., or Ch. App., or E. & I. App., or Ch. Div. App. Chancery Appeals Eq., or Ch. Div., or Ch. Div. (N. S.) since 1875. Cases in Courtof Chancery,or Chancery Division High Court of Justice, in first instance Q. B. Queen's Bench C. P. Common Pleas Exch. Exchequer P. & D. Probate & Divorce \^ L T. . . . Lee Ecc. Eep. Lev. . . . Lutw. . . M. & S. . M. &W. Mac. & Gor. P. & D. (N". S.) Probate & Divorce (New Series since Jud. Act) N.B. The Law Reports from Jan. 1, 1876, are cited in this book as L. R. (N. S.), but the author is not prepared to maintain that this is the conect mode of citation. However, it is one that cannot present much difficulty to, or mislead, the reader. Law Times Reports. New Series Lee's Ecclesiastical Eepoi-ts, by PhiEimore. 2 vols. 1752-8 Levinz', K.B., Reports. 3 vols. 1660-1697 Lutwyche, Common Pleas. 2 vols., fo. 1682-1704 Manle & Selwyn, K. B. 6 vols. 1813-17 Meeson & Welsby, Exch. 16 vols. 1836-1847 Macnaghten & Gordon, Chancery. 3 vols. 1849-51 Macqueen's House of Lords Scotch Appeals. 4 vols. 1851-65 Maddock, Chancery. 6 vols. 1815-22 Merivale, Chancery. 3 vols. 1815-17 Milward's Ecclesiastical Reports (Irish). 1 vol. 1819-43 Modem Reports. 12 vols. 1669-1732 Montagu & Ayrton, Bankruptcy. 3 vols. 1833-8 Montagu, Deacon & De Gex, Bankruptcy. 3 vols. 1840-4 Moore's Privy Council Cases. 15 vols. 1836-62 Moore's Common Pleas Reports. 12 vols. 1817-27 Moseley, Chancery. 1 vol. 1726-31 Mylne & Craig, Chancery. 5 vols. 1836-40 Mylne & Keen, Chaacery. 3 vols. 1833-5 N^- C. Notes of Cases in the Ecclesiastical & Maritime Courts. 7 vols. 1841-50 N. C. Suppl Supplement to the above * In citing the Law Journal, the New Series (N. S.) is always referred to, unless stated to be Old Series (0. S.) ■c 2 Macq. H. L. Cas. . Madd. . . . Mer. . . . MOward's Ecc. Eep. Mod. Rep Mont. & Ayr. . . . Mont. Dea. & De G. (Bank.) Moo. P. C. C Moore, B. I Moore. C. PI. Rep. J ■ Mos. Cas Myl. & Cr MyL & K XX LIST OF REPORTS CITED. N. E. .:.... New Reports (all Courts). 4 vols. 1862-4 Nev. & Man Neyille & Manning, K. B. .6 vols. 1831-6 Owen K. & Q. B. 1 vol., fo. 1566-1615 P. "Wms Peere Williams, Chancery. 2 vols. 1695-1736 Peake's N. P. Cas. . . . Peake, Nisi Prius. 2 vols, 1790-1812 PhiU. C. C Phillips, Chancery. 2 vols. 1841-9 Phillim. Eoo. Rep. . . . Phillimore, Ecclesiastical Reports. 3 vols. 1809-21 Plowd Plowden. 2 vols. 1550-80 Prec. Chanc Finch's Precedents in Chancery. 3 vols. 1689- 1723 Price Price, Exchequer. 13 vols. 1814-24 Q. B. 1 Queen's Bench, Adolphus & Ellis. New Series. Q. B. (A. & E. N. S.) J 18 vols. 1841-52 R. & R Russell & Ryan, Crown Cases. 1 vol. 1799-1823 Raymond (Lord) ... K. B. 3vols.,fo. 1694-1734 Rob. Adm. Rep. . . . Eohinson's Admiralty Reports. 3 vols. 1838-52 Rob. Eco. Rep Robertson's Ecclesiastical Reports. 1 vol., and vol. 2., pts. 1, 2, 3. 1844-51 Russ. ...... Russell, Chancery. 5 vols. 1826-9 Russ. & Myl Russell & Mylne, Chanceiy. 2 vols. 1829-31 SaUc Salkeld, K. & Q. B. 3 vols. 1689-1712 Schoales & Lefroy (Ir. ) . Schoales & Lefroy, Irish Chancery. 2 vols. 1802-6 Sim Simons, Chancery. 17 vols. 1826-49 Sim. (N. S.) Simons (New Series), Chancery. 2 vols. 1850-2 Sim. & Stu Simons & Stuart, Chancery. 2 vols. 1822-6 Sm. & Gif. Smale & Giffard, Chancery. 3 vols. 1852-7 Spinks Ecclesiastical & Admiralty. 2 vols. 1853-5 Strange Strange's Reports (various). 2 vols. 1716-49 Sw. & Tr Swabey & Tristram, -Probate & Divorce. 4 vols. 1858-65 Swanst Swanston, Chancery. 3 vols. 1818-9 T. R Tenn Reports, or Dumford & East, K. B. 8 vols. 1785-1800 Taunt Taunton, C. P. 8 vols. 1808-19 Turn. & Russ Turner & Russell, Chancery. 1 vol. 1822-4 Tyrrwh Tyrrwhit, Exchequer. 5 vols. 1830-5 Vent Ventris, K. B. 1 vol., fo. 1668-91 Vem Vernon, Chancery. 1 vol. 1681-1720 Ves. & Bea Vesey & Beames, Chancery. 3 vols. 1812-14 Ves., jun Vesey (junior), Chancery. 22 vols. 1789-1816 i' GS S6I1 1 Yea]' '/•••■ '^ssey (senior). Chancery. 3 vols. 1747-56 "W. R Weekly Reporter. 22 vols. 1853-73 Wightwick's Rep. . . . Exchequer Reports. 1 vol. 1810-11 Wiunot Wilmot's Notes and Opinions. 1 vol., 4to 1757-70 Wilson & Shaw . . . . House of Lords Appeals (Sc. ). 2 vols. 1832-4 Yo. & CoU. Ch. Ca. . . Younge & Collyer, Chancery. 2 vols. 1841-3 Yo. & Coll. Ex. C. C. . . Younge & Collyer, Exchequer (Equitv) Cases 4 vols. 1833-41 Yo. & Jer Younge & Jervis, Exchequer. 3 vols. 1826-30 TABLE OF CASES («). Aaron v. Aaron, 257 Abbott V. Abbott, 736, 738 — V. Middleton, 509, 610, 511, 527 — V. Parfitt, 594, 596 Ackroyd v. Smithson, 49, 766 Adams, In the goods of, 269 — V. Adams, 531 Adamson, In tbe goods of, 561 — V. Armitage, 211 Advocate-General v. Smith, 49, 610 Ainsworth, In the goods of, 323 Alder v. Lawless, 49 Aldrich V. Cooper, 503 Aleyn v. Belohier, 294 Alford V. Alford, 694 Alger V. Parrott, 93, 656 Allen V. Allen, 86 — V. Dundas, 670 — V. Jackson, 446 — V. McPherson, 409, 410 — V. Haddock, 253, 265, 268, 270, 361, 364 Alton V. Midland Railway Co., 187 Amies v. Skillem, 518 Amis V, Witt, 9 Amiss, In the goods of, 313, 330 Ancaster v. Mayer, 224 Anderson, In the goods of, 704 — V. Anderson, 362 Andrew, In the goods of, 342, 343 — V. Andrew, 7, 448 — V. Motley, 334 Androvin v. Poilblano, 72 Andsley v. Horn, 550 Antrobus v. Smith, 8 Armory v. Delamire, 23 Arnold v. Ai'nold, 149, 241 Arthur, In the goods of, 323 Ashburner v. Macguire, 212, 332, 486 Ashmore, In the goods of, 314 *Ashley v. Ashley. AshweU's "Will, He, 201, 202 Asthury, Sx parte, 99 Atkinson v. Barnard, 704, 706 Atter V. Atkinson, 318, 393 Att.-Gen. v. Abdy, 631, 632 — u. Baker, 632 — V. Bouwens, 604 — V. Brunniug, 603 — -0. CampbeU, 611, 612, 615 — D. Cavendish, 618 — J). Charlton, 630 (5) — D. Downing, 289 — V. Fitzjohn, 610, 621 — V. Fletcher, 617 — V. Forbes, 612 — V. Hertford, 628 — V. Holbrook, 50, 618 — V. Ironmongers' Co., 444 — V. Jackson, 49, 205, 611, 612 — V. Johnstone, 504 — V. Littledale, 609 — V. Lomas, 604 — V. Middleton (Lord), 619, 621 — V. Napier, 242, 611 — V. Pickard, 628 — V. Potttoger, 235, 240 — V. Pratt, 604 — V. Scott, 284 — V. Upton, 630 — V. "Wood, 617 Attree v. Attree, 156, 498 Aubin V. Daly, 60, 195 *Austin V. Austin. * — v. Boyce. Ayles' Trusts, In re, 494 Ayrey v. HiU, 392 B. Badart's Trusts, In re, 612, 613, 614 Badenach, In the goods of, 691 Bagwell V. Dry, 778 Bailey, In the goods of, 395 — V. Merrell, 399 (a) The cases in this Tahle marked with an " are those which are appended hereto as ' ' Additional Cases. " See post, p. xxxvii. (b) Affirmed in Court of Appeal, July 2, 1877. xxu TABLE OP CASES. Bailey v. "Wright, 710 Baily, In the goods of, 270, 342 Bain v. Lescher, 778 — V. Sadler, 229, 230 Baker v. Batt, 400 — 1). Dening, 313 Banks v. Goodfellow, 387, 388 Barber, Ex parte, 173 — In the goods of, 415, 421 — V. Barber, 518, 519, 521 Barden, In the goods of, 64, 670 Barnaby v. Tasaell, 145, 751 Barnes v. Patch, 512 — V. Kowley, 203 — V. Vincent, 383, 559, 560 Barnsby «. Powell, 410 Barr ii. Carter, 370 Barrow v. Barrow, 424 Barrs v. Fewkes, 497 Barry v. Butlin, 399 — ■«. Harding, 161 Barton v. Robins, 394 Bate V. Payne, 618 Bateman, In the goods of, 711 — V. Pennington, 269 Batstone v. Salter, 764 Bayley v. Bishop, 203, 205 Bay lis. In the goods of, 562 Beak v. Beak, 10, 12, 14 « Beak's Estate, In re, 12, 14 Beale v. Symonds, 221 Beard «. Beard, 20 Beasney's Trusts, In re, 742 Beck's Trusts, In re, 527 — V. Rebow, 645, 647 Beckett v. Howe, 318, 319, 320 Beckham v. Drake, 183 *Beckwith v. Beckwith. Bective, Earl of, v. Hodgson, 502, 504 Beevor v. Luck, 220 Begbie v. Fenwick, 649 Belbin v. Skeates, 675 — V. "Ward, 417 Belchier v. Butler, 220 BeU V. Fothergill, 344 — V. Kennedy, 237 — 1). Timiswood, 702, 703 Bellew V. Bellew, 729 Bennet v. Davis, 372, 373 Bent V. Cullen, 200, 203, 211 Bensley v. Burdon, 181 Bernard v. MinshuU, 164, 165, 287, 504 Bernasconi v. Atkinson, 359 Bertie ». Falkland, 437 Bescoby v. Pack, 162 '• Best's Settlement Trusts, In re, 556 Billinghurst v. Vickers, 392, 393, 400 Binckes, In the goods of, 727 Birch v. Dawson, 87 — V. Sherratt, 50 Bird V. Harris, 497 Birkett v. "Vandercom, 370 Bishop, In the goods of, 742 — V. Curtis, 178 — D. Elliott, 85 Black V. Jobling, 258, 339, 424, 734 Blackborough v. Davis, 699, 700, 705, 707, 767 *BlackwcU, In the goods of. Blades v. Higgs, 140, 142 Blake's Trust, In re, 494 — V. Blake, 305 Blandford v. Marlborough, 278 Blewitt V. Roberts, 199, 200, 211 Bligh V. Brent, 160 Blount V. Burrow, 2, 5 Blower's Trusts, In re, 505 Boddicott V. Hamilton, 563 Body, In the goods of, 414 Bolingbroke v. Kerr, 688, 596 Bolton V. Tomline, 132 Boon V. Cornforth, 146 Booth V. Coulton, 49 — i>. "Vicars, 656 Beetle, In the goods of, 670 Boughton V. Knight, 386, 387, 388 Bourget, In the goods of, 61, 388 Bouts V. Ellis, 13, 20 Bowers v. Bowers, 537, 538 Boxley v. Stubington, 688 Boyd V. Boyd, 770 — V. Shorrock, 98, 649 Boyse v. Rossborough, 404, 409 Brackenbury, In the goods of, 763 Bradley v. Peixoto, 445 Bradshaw & "Wife v. Lancashire & Yorkshire Railway Co., 187 Brady v. Cubitt, 55 Brandon v. Brandon, 698 — V. Robinson, 374 Brandreth v. Brandreth, 678 Braybrooke, Lord, v. Att.-Gen., 628 Brenchley v. Lynn, 61, 302, 558, 560 Brett V. Brett, 328 Brewin, In the goods of, 265 Brice v. Stokes, 521, 565 Bridges ii. Hawkesworth, 23 Bridgman v. Dove, 154 Bridgnorth, Corporation of v. Collins, 646 Briers v. Goddard, 725 Briggs V. Penny, 286 — V. Upton, 556 Britton v. 'Twining, 478 Bromley v. Brunton, 10, 11, 12 Brook V. Brook, 75 Brooke v. Kent, 332, 345, 346 Broughton v. Broughton, 686 TABLE OF CASES. xxm Brown's Trusts, In re, 493, 494 *Brown, In the goods of. — V. Brown (American case), 2 , — V. Brown, 419 — V. Famdale, 707 — V. Gellatley, 289 — 0. Higgs, 285 — V. Lake, 475 — -0. Peck, 434 — 1). Wadman, 710 — n. Wood, 707 Browne v. Hope, 481 Browning, In the goods of, 703 — V. Budd, 399, 400 Brownson v. Lawrence, 217 Bruce, In re, 242 iSrumridge v. Brumridge, 565 Bryan v. Twigg, 522 — V. White, 314, 316 Bryson v. Brownrigg, 28, 30 Bucklandw. Butterfield, 101, 110, 655 Buckley v. Barber, 575 Budd V. Silver, 706 BufTar v. Bradford, 686 Bullar, In the goods of, 714 Bullock V. Downfes, 521, 699 Bulteel V. Plummer, 293 Bulwer V. Bulwer, 106 Bunn V. Markham, 2, 28, 29, 30, 38 Burhidge v. Burbidge, 157 BuTch, In the goods of, 714 Burchett v. Durdant, 73 Burgoyne v. Showier, 315 Burls V. Burls, 415, 736 BurreU, In re, \ , „„ — V. Smith \ "" Burton v. Newbery, 361 Butler & Baker's case, 4 — «. Cumpston, 371 Byng V. Byng, 146, 359, 514, 550 ■^ V. Lord Strafford, 116 Cadbll v. Palmer, 291 — V. Vere, 133 Cadman v. Cadman, 498 Cage V. EusseU, 441 Caldecott v. Harrison, 544 CaBanane v. Campbell, 613 Cambridge u. Eous, 165, 497, 499, 504 CampheE, In re, 736 — V. Campbell, 52 — V. Lucy, 412, 670 — V. Prescgtt, 162, 153,. 155 Candy v. Campbell, 641 Capdevielle, In re, 614 Caplin's Will, In re, 289, 290 Carmichael v. Carmiehael, 575 Can-, In the goods of, 692 — V. Burdis, 4 — V. Carr, 227 Carte v. Carte, 717 Cartwright v. Gartwright, 388 — V. Vawdry, 493 Casbome v. Scarfe, 129 Casement v. Fulton, 314 Casmore, In the goods of, 316 Cassidy, In the goods of, 716, 720 Cautley, Ex parte, 172 Chamberlain v. Williamson, 189 Chapman, In the goods of, 358 — V. Chapman, 145 Chappell, In the goods of, 562 — V. Chappell, 694 Charge v. Goodyer, 645 Charlton v, Coombes, 446 — V. Earl of Durham, 565 — V. Hindmarsh, 61, 321 Charter v. Charter, 369, 492, 496 Chatfield v. Berchtoldt, 242, 616 Chester's, Lady, case, 310 Chichester v. Coventry, 62 Childers, ex gr. v. Childers, 4 Childley (app. ) v. Churchwardens of West Ham, 92, 111 Cholwill, In the goods of, 736 Christmas v. Whinyates, 331 Christopherson v. Ifaylor, 531, 534, 536 Churchill V. Bank of England, 214 Clare v. Hodges, 720 Clark, In the goods of, 329, 330 — In re, Ex parte Davis, 284 Clark's Trusts, In re, 444 ■ — v. Jacques, 375 *Clarke, In the goods of. — ■». Clemmans, 507 — u. Cookson, 412 — v. Parker, 440, 441, 442 — V. Scripps, 332, 335, 336 Clarkington, In the goods of, 712 Clarkson v. Clarkson, 334 Cleare v. Cle»rp, 318, 393 Clegg V. Eowland, 474 Clifford V. Anmdell, 167 Climie v. Wood, 98 Clogstoun V. Woleott, 424 *Close, Ex parte. Me Bennett. Clough V. French, 225 'Clowes V. Billiard. Coard v. Holderness, 150 Cockayne v. Harrison, 7 Cogan V. DufBeld, 278 Coggs V. Bernard, 143 Colberg, In the goods of, 340 Cole V. Fitzgerald, 164 * — V. Hawes. XXIV TABLE OF CASES. Coleby v. Coleby, 217 Colegrave v. Bias Santos, 98, 647 Coleman v. Bathurst, 141 — V. Coleman, 414 Coles, In the goods of, 304, 563 Collier, In the goods of, 720 Collins V. Collins, 159, 163, 168 — V. Lewis, 503 Colquhoun, In the goods of, 569 Colston V. Morris, 807 Coltman v. Gregory, 508 Colyer v. Finch, 588 Comber's case, 689, 692 Commercial Bank of Scotland o. Ehind, 15 Conyers v. Kitson, 694 Cook, In re, 307 — V. Beynon, 633 — c Cook, 550 — V. De Vandes, 516 — V. Gregson, 130, 214 — V. Lambert, 325 Coombe v. Trist, 617 Cooper V. Beckett, 314, 320 — V. Day, 623 — V. Woolfltt, 123 Coore V. Todd, 212 Coote V. Lowndes, 217 Cordeux v. Trasler, 703 Comeby v. Gibbous, 323 Comewall v. CornewaE, 154 Cornwallis, Earl, In re, 206, 624 Corporation of Bridgnorth v. CoUins, 545 Corser, In the goods of, 696, 704, 711 — 'i>. Cartwright, 460, 588 Cosnahan v. Grice, 2, 42 Cottle V. Aldrich, 579, 580 Cotton V. lies, 222 Coulthurst V. Carter, 533 Counden v. Gierke, 73 Court V. Buckland, 498 Coventry v. Chichester, 58 Coward, In the goods of, 395 Cowell V. Watts, 594 Cowling V. Cowling, 160 Cragie v. Lewin, 234, 237, 238, 240, 243 Crawford's Trusts, in re, 93 Cray v. Willis, 686 CressweU «. Cresswell, 328 Crichton v. Symes, 145, 165 Cripps V. Wolcott, 528, 529, 530 Crispin V. Doglioni, 248, 249 Croft V. Croft, 315, 324 Crook V. Hill, 492, 493 — V. Whitley, 505 Crosby v. MacDoual, 361 Cross V. Eobinson, 49 — V. Wilkes, 152 Crossly v. Clare, 698 Crossley v. Elworthy, 6 Crow u Nesbitt, 208, 209 Cudden v. Cudden, 633 Curling v. Thornton, 243 Curry v. Pile, 487 Cutto V. Gilbert, 331, 333, 334, 335, 337, 361, 671 D. Daglish, Ex parte, Re Wilde, 649 Dalhousie v. M'Douall, 239 Dampier v. Colson, 708 Dancer v. Crabb & Thompson, 342, 352 Darbison v. Beaumont, 73 Darley v. Langworthy, 438. Darlow v. Edwards, 203 Darrel ■». Molesworth, 532 Dashwood v. Bulkeley, 476 Davenport v. Stafford, 582 (i.) Davies, In the goods of, 313 (ax;- knowledging execution of WiU by gestures. ) (ii.) Davies, In the goods of, 722 (ad- ministration durante absentid). Davies i'. Thorns, 290, 499, 519, 535 Davis, Ux parte j In re Clark, 284 — In the goods of, 573 — V. Chanter, 718 — V. Davis, 413, 729, 732, 733 — 1). Eyton, 121 — V. Jones, 99, 103 Davy, In the goods of, 358 Dawson v. Oliver Massey, 445 Day V. Day, 203, 211 Dean v. Gibson, 150, 494, 507 Dearie v. Hall, 207, 208, 209 De Beauvoir v. De Beauvoir, 200 De Bonneval v. De Bonneval, 243 De Chatelain v. Pontigny, 560 Deeks v. Strutt, 44 De Garagnol v. Liardet, 525 Deichman, In the goods of, 566 Deighton's Settled Estate, In re, 479 De Lancey «. Com. of Inland Revenue, 49 *Dempsey v. Lawson. *Deuch V. Dench. Denny v. Barton, 256 De Pontes v. Kendall, 334 De Pradel, In the goods of, 559 De Eochefort v. Dawes, 218 ""De Eosaz, In the goods of Deshais, In the goods of, 248 De Vigny, In the goods of, 248 Dew V. Clark, 388, 389, 390 De Witte v. De Witte, 522 TABLE OF CASES. XXV D'Eyncourt v. Gregory, 90, 91, 111, 646, 657, 658, 659, 663 Dickenson v. Swatman, 361 Dickins, In the goods of, 6 Dickinson v. The North-Eastern EaUway Co. 185 — V. Stidolph, 268 DUlces, In the goods of, 313 Dimes v. Dimes, 388 Dixon V. Dixon, 376 Dobson, In the goods of, 432 — V. Bowness, 149 Dodgson, In the goods of, 717 Doe V. Burdett, 260 . — dem. Andrew v. Lainchbury, 152 — dem. Gamons v. Knight, i — dem. Guest v. Bennett, 178 — dem. Hickman v. Haslewood, 65 — dem. Leicester v. Biggs, 496 — dem. Reed v. Harris, 345 — dem. ShaUcross v. Palmer, 347 — dem. Wickham v. Turner, 511 Dolphin «. Eobins, 240 Doncaster v. Doncaster, 116 Dorin v. Dorin, 493, 494 Douglas V. Cooper, 558 — V. Douglas, 239 — V. Webster, 239 Douse, In the goods of, 321 Downing v. Townsend, 159 Dowson V. Gaskoin, 163, 498 Drake v. Drake, 505 Driver v. Driver, 512 Drummond, In the goods of, 670 — ■„. Parish, 271, 272, 274, 669 Drury v. Smith, 14, 27, 28, 30 Dudley v. Warde, 84, 106, 641, 650, 651, 652 Duffield V. Elwes, 2, 5, 7, 8, 13, 16, 26, 48, 779 — V. Hicks, 8 Dufour V. Pereira, 430, 431 Dugdale v. Dugdale, 503 Duggins, In the goods of, 321, 324 Dumper v. Dumper, 766 Dunn V. Dunn, 328, 329 Durance, In the goods of, 331 Durham, Lordi7. Wharton, 53 Durhng v. Loveland, 409 Durnell v. Corfield, 409 Dyer v. Dyer, 766, 769 Dyke's Estate, In re, 301 E. Eagles v. Le Breton, 521, 686 Earl's Trusts, In re, 253, 362 Early v. Benbow, 623 East V. Twyford, 269 Easton v. Pratt, 283 Eastwood V. Lockwood, 527 Easum v. Appleford, 499, 603 Eaton V. Smith, 621 — V. Watts, 287 Eckersley v. Piatt, 60, 349, 355 Eden v. Wilson, 510 Edge V. Salisbury, 698 Edmonson's Estate, In re, 479 Edwards, In the goods of, 330 — V. Freeman, 762, 765, 766, 768, 770, 772 ; facts in, 774, 776 — V. Jones, 2, 22 — V. Edwards, 601, 640, 542 Egmont V. Darell, 48 Eleock V. Mapp, 497 EUice, In the goods of, 259, 339 Elliott V. Bishop, 89, 100 — V. Collier, 704 — V. Merriman, 688 Ellis V. Maxwell, 78 — V. Regina, 471 EUison V. Ellison, 6, 41, 686 Elms V. Elms, 340 Elmsley v. Young, 303, 686, 697, 699 Elwes V. Mawe, 84, 96, 97, 106, 107, 109, 641, 644, 656 Emherley v. Trevanion, 672 Empson v. Soden, 102 Eno V. Tatham, 217 Enohin v. WyUe, 244, 246, 248, 249 Enyon, In the goods of, 313, 314, 321 Ernest v. Eustace, 711 Escot, In the goods of, 714 Essex V. Atkins, 20 Este V. Este, 560 Evan's Claim, Kidd v. Boone, 225 — In re, 619 — V. Roberts, 122 — V. Tyler, 461, 728 — V. Wyatt, 218 Evelvni). Evelyn, 700, 705, 707, 755, • 762 Ewart In the goods of, 740 — V. Graham, 141 Eyre v. McDoweU, 174, 208, 209 — t). Ladv Shaftesbury, 305, 308, 312" F. Eaietlough v. Fairtlough, 894 Farington v. Parker, 301 Farquhar, In the goods of, 367 Farquharson v. Cave, 14, 27, 28, 29 32, 619 — V. Floyer, 502, 503 Farrer v. St. Catherine's College, 62 XXVI TABLE OF CASES. Farthing v. Allen, 541 Faulds V. Jackson, 318 Fawtry v. Fawtry, 696 . Fenwick, In the goods of, 301, 303 — 0. Potts, 119 Fernie, In the goods of, 458 Ferraris v. Hertford, 254, 256, 259 Fettiplace v. Gorges, 370, 377 Field's Mortgage, In re, 174 — u. Peokett, 699 Finch V. Finch, 414, 416 Fischer v. Popham, 321 Fishers. Dixon, 84, 85, 641, 642, 643, 644, 645 — V. Hephurn, 152 — 11. Webster, 641 — V. "Wigg, 687 Fisk V. Att.-Gen., 444 Fitzgerald «. Field, 158 Fitzherbert v. Shaw, 641 Fitzroy v. Howard, 136 Fleet V. Perrins, 25 Fletcher v. Asbumer, 49 — V. Fletcher, 4 Foley V. Addenbrookc, 101, 103 Forbes v. Forbes, 233 — V. Gordon, 327 Ford V. De Pontes, 334 Forest, In the goods of, 329 Forstane v. Welsby, 5 Forster, In the goods of, 670 Foster v. Bates, 681 — ■„. Foster, 413, 462, 735 — ,;. Handley, 130 — V. Ley, 51 Forth V. Chapman, 553 Fowler v. Churchill, 214 — V. Cooke, 691 Fozard, In the goods of, 738 Frajicis v. Collier, 366 Franconia, Captain of, In re, 250 Franklin D. The Bank of England, 213 Fraser, In the goods of, 331, 662 Freeman v. Lomas, 773 — V. Pope, 6 Freke v. Thomas, 723 French v. French, 212 Fryer v. Morland, 628, 629, 632 -r- V. Eanken, 163 ♦Fulton V. Andi-ew, 393, 400. (See also Addenda et Corrigenda.) Gabb v. Prendergast, 817 Gadbuiy, In re, 373 Gainsford v. Dunn, 294 Gall V. Fenwick, 217, 218, 219 Galliers v. Moss, 171, 172, 178, 174 Gallini v. Noble, 159 Garbet v. Hilton, 442 Gardiner v. Parker, 2, 18 — V. Slater, 443 Gardner, In the goods of, 417 — V. Gardner, 373. Garland, Expa/rte, 586 Garret v. Pritty, 439 Garrick v. Lord Camden, 698 Garth v. Townsend, 301 Gaskin v. Eogers, 211 Gaters i>. Madeley, 24, 25 Gausden, In the goods of, 507 Geale, In the goods of, 394 Geaves v. Price, 332, 342, 343 General Estates Co., Inre, 171 Gent, In the goods of, 749 George III. (King), In the goods of, 558 ' Gerrard v. Boden, 207 — V. Lewis, 177 Gibbon v. Gibbon, 227 Gibbs V. Lawrence, 144 Giblett v. Read, 594 Gibson v. Jeyes, 409 Gilbert v. Lewis, 372 Giles V. Warren, 348, 415, 416 Gillett V. Wray, 443 Gilliat V. Gilliat, 310 Gittings V. McDermott, 481 Gladstone v. Tempest, 333, 341 Glazebrook v. Fox, 676 Glenorchy, Lord v. Bosvillc, 133, 461, 549 Goddard v. Goddard, 694, 704 Goodill V. Brigham, 279 Gordon v. Gordon, 609, 510 Gosden v. Dotterell, 160, 163 Goslings). Townshend, 539 Gout V. Zimmerman, 240' Gover v. Davis, 147 Gowling V. Thompson, 531 Graham, In the goods of, 332 — V. Maclean, 711 Grant v. Grant, 373 Graves v. Hicks, 202 — V. Salisbury, 54 — V. Weld, 120 Green v. Britten, 372, 444 — V. Skipworth, 452, 453 — V. Symonds, 148 Greenwich Hospital Improvement Act, Re, 149 Greenwood's case, 390, 391 Gregson's Ti-usts, In re, 525, 527, 528 Greig, In the goods of, 259, 423, 734 Gresley v. Mousley, 178 Greville v. Tylee, 269 Grieve v. Grieve, 550 Griffiths v. Griffiths, 316, 326 TABLE OF CASES. XXVll Giifliths V. Vere, 78, 134 Grimwood o. Cozens, 256, 258, 423, 424, 734 Grosvenor v. Durston, 164 Groves «. "Wright, 7 Grundy, In the goods of, 703 Grylls' Trusts, In re, 93, 556 Guiu-dhouse v. Blackburn, 393, 409. Gully V. Davis, 159 Gurney v. Gurney, 329 Guy V. Sharps, 490 Gwiffim V. Gwillinj, 318, 320 H. Habergham v. Vincent, 269 Hadley v. Baxendale, 188 Haines v. Welch, 122 Hakewell, In the goods of, 263 Haldane v. Eckford, 237 Hale V. Tokelove, 360, 364 Hales V. Freeman, 618 Hall, In the goods of, 269 — V. Bainbridge, 4 — V. Elliott, 572 — V. Hall, 396, 408 — V. Lietoh, 495 — V. McDonald,. 230 — V. "Waterhouse, 372 — V. Woolley, 531 Hallen v. Kunder, 89 Halliwell, In the goods of, 259, 424 Halton V. Foster, 686, 698 Hambly v. Trott, 194 Hambrooke v. Simmons, 7 Hamilton v. Hector, 305 Hammond v. Messenger, 177 Hampson, In the goods of, 717 Hand v. North, 518 Hannam v. Mockett, 140 Hannay v. Taynton, 722 Hardacre v. Nash, 65 Hai-ding v. Glyn, 285, 287, 301, 383 Hare v. Horton, 96 Hargreares v. "Wood, 690 Harmony, The case of, 234 Harrington i/. Harrington, 116, 117, 278, 289 Harris, In the goods of, 259, 331, 347, 348 — In re, 620 — V. Berrall, 339, 415 — t). Lloyd, 519 * — V. Newton. Harrison, in the goods of, 318 ■ — V. Harrison, 497 Hart V. Middlehurst, 514 Hartopp V. Hartopp, 63 Harvey v. Aston, 440, 441 — V. Harvey, 645 Harvey v. Towell, 554 Harwood v. Goodright, 436 Hastilow V. Stobie, 318, 393 Haughton v, Harrison, 532 Havers v. Havers, 725 Hawkesley v. Barrow, 383 Hawtrey v. Butlin, 649 Hay, In the goods of, 697 — V. Willoughby, 715 (i.) Haynes v. Haynes, 516. (Pre- sumption as to woman being past child-bearing. ) (ii.) — V. Haynes, 736. (Will mutilated by rats.) Hayslep v. Gymer, 2 Hearle v. Greenbank, 288 Heame v. Wigginton, 155 Heath v. Chilton, 594 — V. HaU, 177 — V. Lewis, 447 Heathcote, ^x parte, re Ogbm-ne, 176 Heathcote's Trusts, In re, 501, 540, 543 Hedges v. Hedges, 27 Hellawell v. Eastwood, 90, 91 HelUer v. HeUier, 730 Helyar v. Helyar, 338 Hemmings v. Munckley, 442 Henfrey v. Henfrey, 64, 66, 334, 341 Hensloe's case, 696 Hensman v. Fryer, 502, 503. Hepworth v. Hepworth, 766 Herbert's case, 71 Herlakenden's case, 93, 96, 110, 649 Herrick v. Franklin,. 552, 554 Hertford, Lord, v. Lowther, Lord, 162 Hewitt V. Kaye, 9, 10, 12, 18 Hicks, In the goods of, 584 — V. Ross, 200 Higham v. Eidjgway, 420 Hill V. Atkinson, 617 Hill & Bride's case, 707 — V. Crook, 492, 617 — V. Curtis, 675, 578, 580 — V. Wilson, 4 Hillman v. Westwood, 284 *Hilliard v. Fiilford. Hills V. Hills, 2 — V. Mills, 726 Hinchcliffe v. HinchcHffe, 52 Hinckley v. Simmons, 431 Hindmarsh v. Charlton, 60, 314, 324 Hindson v. Weatherill, 407, 410, 411 Hobbs V. Knight, 344, 345 Hobby V. EoweU, 675 Hobgen v. Neale, 633, 534 Hobson V. Blackburn, 430 — V. Neale, 137, 619 Hodgson's Trusts, In re, 518, 634 — V. Earl of Bective, 602, 504 XXVlll TABLE OF CASES. Hodgson V. Jex, 152, 498 Hogan V. Jackson,' 69, 152, 153 Holdernesse, Lady v. Lord Car- marthen, 198 Holland v. Hodgson, 90, 91, 92, 99, 649, 653, 655 Holliday v. Atkinson, 9 Hooley v. Hatton, 487, 488, 489, 492 Hooper, In re, 48 — V. Summersett, 579 Hope V. Hope, 306 — V. Potter, 510 — V. Taylor, 54 Hopkins v. Abbott, 161, 171 Hopkinson v. Lusk, 168 Hopwood V. Hopwood, 52, 53 HorreU v. "Witts, 729 Horsepool v. Watson, 514 Horsford, In the goods of, 322, 325, 337, 347 Hoskins, In the goods of, 325 — V. Matthews, 239 Hotchkiss's Trusts, In re, 531 Hotham v. Sutton, 154 Howard v. Bank of England, 373 — V. Harris, 128 Howarth v. Mills, 494 Howell V. Mclvers, 177 Hubbard v. Alexander, 456 — V. Lees, 300 Huble V. Clark, 413 Huokvale, In the goods of, 321, 325 Hudleston v. Gouldsbury, 160 Hudson !/•. Parker, 324 Hue (or Shee) v. French, 130, 211 Hughes V. Cook, 693 — V. Twine, 333 *Hugo, In the goods of. Huguenin v. Baseley, 405, 407 Hulme V. Tenant, 371, 377 Humphery v. Richards, 374 Humphreys v. Humphreys, 494 Hunt, Ex pa/rle, re Amner, 175 — In the goods of, 257, 261, 262, 263, 264 — V. Hunt, 322 — V. Stevens, 602 Hunter's Trusts, In re, 524 — v. Atkins, 409 — V. Cheshire, 531 Hurry v. Morgan, 527 Hurst V. Beach, 486 Hutchinson v. Lambert, 706 Hyde v. Hyde, 350 — V. Parratt, 278 I. Ibbott v. Bell, 334 llchester. Lord, Exparle, 311, 349,350 llott i>. Genge, 260, 317, 318, 320 Imperial Land Co. of Marseilles, In re The, Ex parte Debenture Holders, 171. *Ince, In the goods of. Ingoldby v. Ingoldby, 258 Ingram ». Soutten, 501, 537, 540, 542, 643 — V. Strong, 440 — a. Wyatt, 400 Iredale v. Ford, 703, 706, 708 Irvine v. Sullivan, 287 Ive V. King, 629, 530, 632, 534 J. Jackson v. Paulet, 460 — V. Sparks, 527 — V. Spittal, 193 Jacomb v. Jffarwood, 717 James, In the goods of, 347 — V. Salter, 202 — V. Shrimpton, 366 Janaway, In the goods of, 319, 320 Jeafferson's Trusts, In re, 73 Jenkins (or Jenkyns) v. Gaisford, 321 Jenkinson, In re, 632 Jobson V. Ross, In the goods of Newton, 434 Johns V. Rowe, 696 Johnson, In the goods of, 569 — V. Gallagher, 376 — V. Smith, 5, 7 — V. Touchett, 301 Johnstone v. Earl of Harrowby, 491 JoUiife V. East, 687 Jones V. Godrich, 401, 402 — V. GoodohUd, 713 — v. Jones, 208 — V. Lock, 8 — V. Selby, 6, 32, 33, 34, 38 — V. Tanner, 44 Jordan, In the goods of, 64, 670 Joy V. Campbell, 565 Juler V. Juler, 497 K. Kaye, In re, 309 Keen v. Keen, 338, 346, 732 Keep's Will, In re, 525 Keigwin v. Keigwin, 317 Kelly V. Powlet, 154 Kendall's Trust, In re, 152 — V. Kendall, 164 Kennaway v. Kennaway, 672, 677 Kennell i-. Abbot, 409 TABLE OF CASES. XXIX Kent y. Kley, 6 Kerrick v. Bransby, 558, 674 Keylway v. Keylway, 704, 762 Kidd V. Boone, Evan's Claim, 225 KiUick, In the goods of, 325 Kilvert's Trusts, In re, 444 Kin^s Estate, In re, 173 — In the goods of, 344 — ■V. BeUord, 289 — V. Jones, 190, 192 — ■a. Melling, 550 Kingdon v. Nottle, 190, 192 Kipping V. Ash, 677 Kirk V. Eddowes, 53 Knight V. Boughton, 285, 287 — o. Cook, 413, 735 — u. EUis, 554 — 0. Gould, 519, 520 — i;. Knight, 167, 285 — V. Robinson, l73 Knights V. Quarles, 187, 189 Kuntsford v. Gardiner, 136 L. Lake v. Craddock, 687 Lakin v. Lakin, 742 Lambe v. Eames, 286 Lancaster, In the goods of, 263 — V. Eve, 92 Lancashire v. Lancashire, 289 Land v. Land, 587, 588 LaneuviUe v. Anderson, 249 Langdale v. Whitfield, 162 Langford, In the goods of, 569 Lan^«y v. Thomas, 9 Langston v. Pole, 511 Lanphieri). Buck, 491 Lamer v. Lamer, 160, 499, 501 Lashbrooke v. Cock, 517 Latimer's, Dame, case, 158 Lawson v. Lawson, 14, 20, 22 — l: Stitch, 44 Lawton v. Lawton, 84, 85, 101, 102, 103, 640, 641 — V. Salmon, 84, 85, 641, 642 Lay, In the goods of, 273 Leader 1). Homewood, 104 Leake v. Robinson, 499 Ledgard v. Garland, 685 Lee, In the goods of, 324 — V. Hewlett, 209 — V. Pain, 486, 487 Lees V. Massay, 513 Leese, In the goods of, 271, 332, 342 Leeson, In the goods of, '714 Legge V. AsgiU, 498 Le Jeune v. Le Jeune, 532 Lemage v. Goodban, 269, 332, 339, 341 Lepine v. Beans, 494 Le Sueur v. Le Sueur, 240 Leventhorpe ». Ashbie, 133, 134 Lewis, In the goods of, 321 Lighton, In the goods of, 569 Lincoln v. Newcastle, 118 Linthwaite v. Galloway, 686 Lipscomb v. Lipscomb, 218 Listers. Smith, 454 — V. Tidd, 524 Liverpool Borough Bank v. Walker, 586 Llewellyn v. Lord Jeraey, 507 Lloyd, Sx parte, 102 — V. Branton, 442 (i.) Lloyd i>. Lloyd, 150, 498. ("All my other property.") (ii.) — X-. Lloyd, 736. (Sureties to Administration bond.) Lloyd V. Roberts, 319 — V. Spillet, 440 Loftus, In the goods of, 681 Londesborough, Lord v. Somerville, 622 London & Westminster Loan Co. V. Drake, 98 , London Chartered Bank of Australia V. Lempriere, 377 Long V. BlackaJl, 699 — V. Symes, 571, 573, 574 Longbottom v. BeiTy, 98, 653 Longohamp v. Fish, 394 Lonsdale v. Rigg, 142 Lord V. Colvin, 239 — V. Wightwick, 591 Lorimer, In the goods of, 582, 688 Loring v. Thomas, 531 Love V. Gaze, 497 Lovegrove, In the goods of, 431 — v. Cooper, 230 Lovelace's Settlement, In re, 610 Lovell V. Cox, 726 Loveridge v. Cooper, 208, 209 Lowe, In the goods of, 270, 342 — V. Thomas, 163, 166 Lowndes v. Bettle, 95, 96 Lowry v. In the goods of, 663 Lucas V. Carline, 168 — V. Goldsmid, 513 — V. Lucas, 20 — V. Williams, 586 Lushington v. Onslow, 347 Lyde v. Russell, 106 Lynch v. Bellew, 561 Lyons v. Blenkin, 305 Lyttleton v. Cross, 466 XXX TABLE OF OASES. M. M'CoRMiOK V. Gi'ogan, 286 McDonnell v. Prendergast, 574 McGregor v. McGfegor, &18 Mackenzie v. Bradbury, 49S — V, Mackenzie, 555 Mackinnon v. Peach, 632 Maclean's TrustSj In te, 632 M'Mui-do, In the goods of, 273, 367 M'Neilage v. Hollo way, 17, 24 M'Neillie v. Acton, 587, 688 M 'Vicar, In the goods of, 302 Maguire's Trust, In re, 444 Main, In the goods of, 742 Major V. Peck, 720 — V. WiUiams, 361 Majorihanks v. Hovenden, 280 Mangles v. Dixon, 176 Mann, In the goods of, 316 — V. FuUer, 487 Manning •«. Purcell, 154, 1S5, 162, 500 Mansergh v.- Cattipbell, 49, 201, 211 Mapp V. Elcock, 497 Marine Mansions Co. (Limited), In re The, 171 Marriott v. Abell, 628 Marsh v. Lee, 220 — V. Marsh, 266, 357, 361 Marshall, In the goods of, 330, 344 Mai-tin, In the goods of, 433 — i). Holgate, 514 — ■ V. Laking, 413 — • V. Roe, 655 Martyr v. Bradley, 108 Maskelyne v. Maskelyne, 289 Mason's Will, In re, 168 Mason v. Mason, 740 — ■!).. Morley, 174 Master v. Miller, 181 Masterman B. Maberley, 341 Mather v. Fraser, 643 — 0. Thomas, 173 Mathias, In the goods of, 264, 361, 363 Matson v. Swift, 674 Mannd's case, 207 Maundrell v. Maundrell, 279 Mauran v. Bryan, 522 May, In the goods of, 357, 361, 364, 366 Mayd v. Field, 377 Mayer, In the goods of, 719, 731 Maynard v. Wright, 616 Medlycott v. Assheton, 424 Meinhertzhagen v. Davis, 284 Mellish V. Da Costa, 305 Mendes v. Mendes, 305 Mentnay v. Petty, 701 Mercer v. Morland, 706, 707 Meredith v. Watson, 9 Metcalfe v. Hutchinson, 536 Methuen v. Methuen, 488 Meux V. Jacob, 98, 640, 643 Micklethwaite v. Micklethwaite, 96 Middleton, In the goods of, 324, 349, 364 Middleton v. Pollock, 772, 774 — V. Forbes, 409 Midland Counties Eailway Co. (■. Oswin, 167 Miller v. Austen, 15 — V. Eaton, 699 — V. Miller, 2, 20, 37 — V. Race, 23, 24 — T. Warren, 532 Millner's Estate, In re, 516 Mihie V. Gilbert, 698 Milnes, In the goods of, 727 Milroy v. Lord, 3, 8 * Minors v. Battison. Minshall v. Lloyd, 101 Mirehouse v. Rennell, 128 Mitchell, In the goods of, 328, 329 — V. Reynolds, 435 Montague v. Montague, 269 — V. Sandwich, 160, 164 Moore's Settlement Trusts, In re, 518 — V. Darton, 2, 31 — V. King, 329 — V. Moore, 217 — V. Whitehouse, 414, 423 Moorhouse v. Lord, 239 Moran v. Pitt, 36 Mordannt v. Clarke, 465 Morgan, In the goods of, 332, 341, 342 — V. Gronow, 289, 291 — V. Hatchell, 310 — V. Malleson, 373 — V. Middlemiss, 487 Morley, In the goods of, 714 — V. Bird, 686 — V. Polhill, 192 Morrice v. Aylmer, 169 Morris, In the goods of, 724 — V. Howes, 555 — V. Livie, 50 Morritt v. Douglas, 318 Mortimer v. PauU, 729. 730 Morton, In the goods of, 310 — V. Thorp, 677 Moseley v. Rendell, 685, 696, 597 Moss V. BardsweU, 566 MuUinsi). Smith, 211, 486 Murdock v. Warner, 411 (a) Mutlow V. Mutlow, 212 Mytton V. Mytton, 485 (a) Reported L. R. (N. S.), 4 Ch. Div. 760 ; 46 L. J. Ch. 121. TABLE OF CASES. XXXI Naitnock v. Hortou, 50 Nedby v. N edby, 20 Nelson v. Fage, 217 Nepean v. Doe d. Knight, 741 Nevinson v. Lennard, 159 Newbery, Infants, In re, 307 Newbold, In the goods of, 703 Newburgh v. Ayre, 164 Newill V. NewiU, 620 Newlands v. Paynter, 373, 376 Newman v, Newman, 160, 164 * — V. Piercey. Newton v. Marsden, 446 — 0. Newton, 174, 360 Newton's Trusts, In re, 73 NichoUs, In the goods of, 740 — v. Osbom, 155 — V. Savage, 710 NickaUs, In tne goods of, 341 Noble V. Phelps, or v. 'WUIock, 362, 368, 370, 378, 380, 381 Nunn's Will, In re, 506 0. Oakes v. Oakes, 169, 170 Occleston v. FullaloTe, 494 O'Dwyer v. Geare, 64, 669, 670 Ogle V. Knipe, 160, 161, 212 OSphant, In the goods of, 567, 669 Olivant v. Wright, 441, 540 Oliver v. Oliver, 484 O'LoughHn, In the goods of, 151 O'Mahoney v. Burdett, 540, 541, 543 Onimaney u Butcher, 499 Onions*. Tyrer, 850 Ord V. White, 176 Ouseley v. Anstruther, 154 Owen V. Owen, 687 Owston, In the goods of, 394 Oxenham v. Clapp, 576 Padgbt v. Priest, 572, 577 Page V. Page, 687 Paget V. Huish, 202 Paglar v. Tongue, 301, 383, 560 Pahuer v. Naylor, 167 — ». Palmer, 582 Panama, New Zealand, &o., Royal Mail Co., In re, 171 Pare's Trusts, In re, 479 Parfitt V. Lawless, 404, 408 Parker, In the goods of, 483 — ». Bloxam, 593 Parker v. Marchant, 159 — V. Nickson, 507 — V. Tootal, 519 Parkes v. White, 374 Parkinson v. Townsend, 560 PameU, In the goods of, 724 Parsons v. Gulliford, 631 — V. Hind, 655 — V. Parsons, 199, 200 Paske V. Haselfoot, 293 — V. OUatt, 400 Pasley v. Freeman, 399 Passmore v. Huggins, 512 — V. Passmore, 312 Paton V. Sheppard, 87 Patten v. Poultonj 338, 339' Patterson v. Huddart, 150 — V. Hunter, 717 Paul! V. Simpson, 582 Payne & Meredith v. Trappes, 365 — V. Webb, 751 Peacock v. Monk, 370, 383 Pearce v. Carrington, 517 — V. Morris, 216 Peam, In the goods of, 316 Pearson v. Pearson, 318, 320 Pechell V. lOlderley & Others, 248 Peel V. Catlow, 5Sl Pennington v. Buckley, 519 Penton v. Robart, 101 Peppercorne v. Gardner, 680, 743 *Peppitt's Estate, In re Percy v. Percy; 50 Perkins D. Fladgate, 610 Perry, In the goods o^ 370 Petchell, In the goods of, 341 Petre, Lord ». Heneage, 114 Rett's case, 704, 756 Pett V. Rett, or R. v. Raines, 701 Petty V. Wilson, 160 Phelps, In the goods of, 258 Phene's Trusts, In re, 741. Phillips V. PhiUips, 209 Phipps V. Pitcher, 327 Phipson V. Turner, 304 Pickard v. Attomey-Greneral, 628 Pierce v. Jones, 447 Pigg V. Clarke, 512 Piggot's case, 723 Pine, In the goods of, 697 Pinney v. Pinney, 463 Pipon V. WaUis, 715 Pitt V. Pitt, 240 — V. Shew, 150 Plenty v. West, 332 Plnnket ■». Penson, 131 Podmore v. Whatton, 337, 414, 421, 422 Poole's case, 102, 110 — V. Heron, 49 xxxu TABLE OF CASES. Poor V. Mial, 434, 446 Porter, In the goods of, 432, 434 — V. Shepherd, 449 Potter's Trusts, In re, 531, 633, 534, 636 — V. Metropolitan District Rail- way Co., 187, 189 Potts V. Potts, 116 — V. Smith, 60 Poulett V. Hood, 163 PoweU's Trust, In re, 162, 289, 301, 304 — v. Hellicar, 28, 29, 30 — V. Morgan, 440 — V. Powell, 361, 352 — V. Stratford, 561 Power V. Hayne, 203, 204, 205, 211 Powis, In the goods of, 749 Powys V. Mansfield, 51 Pratt V. Barker, 409 — V. Jackson, 155'' Prescott, Iko parte, 232 Price V. Boustead, 516 — ■». Parker, 370, 379 Prichard v. Prichard, 166, 166 Pride v. Bubh, 370, 371, 377, 378 — V. Fooks, 514, 527. Proud V. Turner, 777 Puddephatt, In the goods of, 325 Pugh V. Arton, 104 Punohard, In the goods of, 664 Pusey V. Pnsey, 114 Pye, Expwrte, 51, 52, 53 Pym V. Lockyer, 63 Quick v. Quick, 427 Quincy, Ex parte, 84, 106, 644 E. Rabbeth v. Sc[uire, 546 Race, In re, Z05 Radburn v. Jervis, 195 EadnaU, In the goods of, 711 Raffenel, In the goods of, 249 Raine, In the goods of, 431 Randall v. Rigby, 203 Rankin v. "Weguelin, 9, 13 RawUngs v. Jennings, 145, 151 Eawson v. Samuel, 773 Raymond v. Fitch, 189, 190, 192 Read v. Great Eastern Railway Co., 186 EeddeU v. Dobree, 25 Rees, In the goods of, 315 Reeve v. Attorney-General, 444 *Eeeve's Trasts, In re. E. V. Bettesworth, 684 — V. Clarke, lie Alicia Race, 305 — V. Cory, 141 — V. Gallears, 138 — V. Inhabitants of Whitnash, 107, 167, 593 — V. Neville, 167 — V. Raines, or Pett v. Pett, 701 — V. Robinson, 138 — V. Shickle, 141 — V. Spearing, 138 Raid, In the goods of, 256, 264, 267 — V. Reid, 289 Rennell v. Bishop of Lincoln, 124, 126, 128 Eenvoise v. Cooper, 173 Reynish v. Martin, 436, 443 Reynolds v. Wright, 137 Rich V. Coekell, 373 Richards, T., In the goods of, 702 — v. Deibridge, 3 — V. Queen's Proctor, 332, 365 — V. Richards, 24 Eioketts v. Weaver, 189, 190, 191 Eidge's Trust, In re, 612, 547 Eigg V. Lonsdale, 142 Ripley, In the goods of, 420, 428, 732 Eippin, In the goods of, 345 Eippon, In the goods of, 246 Roberts v. Brett, 449 — V. Kuffin, 227 — V. PhiUips, 313, 314, 316, 324 — V. Roberts, 432 — V. Williams, 4 Robinson v. Evans, 556 — V. Fitzherbert, 478 — V. Godsalve, 666 — V. Wheelwright, 375 Eoch V. Callen, 486 Eochard v. Fulton, 207 Eogers v. Goodenongh, 360, 361 Rose V. Bartlett, 136 — V. Hart, 231 Ross's Trusts, In re, 73, 303, 748, 751, 752, 753, 761 — V. Ross, 515 Eotton, In the goods of, 332 Row's Estate, In re, 626, 626, 527 Rowland v. Morgan, 116 Ruddy, In the goods of, 722 Rudge V. Winnall, 157 Russell V. Plaice, 460 — V. Russell, 119, 176 Eyalls V. Eowles, 212 Ryder, In the goods of, 460 Eyves v. The Duke of Wellington, 567, 558 TABLE OF CASES. XXXIU S. Saint v. Pilley, 99, 104 St. Albans, Duke of, v. Beauolerk, 486, 488 Sale V. Moore, 287 Saltmarsh v. Bairett, 497 Sander v. HeatMeld, 466 Sanderson v. Bayley, 544, 545 Sandiman v. Breach, 167 Satterthwaite v. Powell, 740 Saunders, In the goods of, 273 — V. MUsome, 225 Savage, In the goods of, 258, 339, 424, 734 Savile v. Blackett, 50 Sayre v. Hughes, 776 Scales V. Maude, 8 Scarborough, In the goods of, 151, 686 Scarsdale, Lord, v. Cnrzon, 116 Scott V. Key, 286 — V. Scott, 349 — V. Tyler, 437, 442, 446, 447 Scouler v. Plowright, 402 Sharland v. Mildon, 576, 577, 578, 580 Sharman, In the goods of, 328, 498 Sharpe v. Crispin, 240 Shaw, In the goods of, 338, 734 — V. McMahon, 778 Shee (or Hue) v. French, 130, 211 — V. Hale, 205 Sheen v. Eickie, 88, 89, 92 Shelford v. Acland, 301 Shelley's case, 546, 552, 553, 554, 555 — V. Shelley, 116 Sherer v. Bishop, 269 Sherratt». Mountford, 506 Sherrington v. Yates, 25 Shiphard v. Lutwidge, 131 Shirley v. Lord Ferrers, 205 Shrewsbury, Earl of, v. Keightley, 280 Shudall V. Jekyll, 61 Sibley v. Perry, 50, 211, 514, 615 * Sibley's Trusts, In re. Silk V. Prime, 226, 228, 229, 231, ^ 472,473 Silver v. Stein, 718 Simpson's Settlement, In re, 299 Sims V. Doughty, 496 Sisters, The, case of, 35 Skinner v. Ogle, 259, 362, 363 Slanning v. Style, 20, 156, 374 Slark V. Dakyns, 304 Slaughter v. May, 720 Slingsby v. Grainger, 160, 508 Smethurst v. Toralin & Bankes, 459 Smith's case, 726 — Trusts, In re, 614 — B., Trusts, In re, 494 — In the goods of, 260, 378 — John, In the goods of, 433 — In re, 495 — Campbell 699 — 0. Davis, 495 — V. Hodson, 231, 232 — V. Parkes, 176 — V. Smith, 38, 149 — V. Spilsbury, 45 — V. Tebbitt, 386, 387, 390, 391 — V. Tracy, 707 Snellgrove v. Baily, 8 Snelling's case, 693, 696 Snow V. Teed, 513, 698 Soames v. Eobinsou, 229 Soar V. Dobnan, 345 Sollory V. Weaver, 202 Solomon v. Solomon, 218 Somerset, Lady C. , In the goods of, 717 South, In re, 135 — V. Williams, 481 Spencer's case, 181, 191 Sperling, In the goods of, 325 Spratley v. Wilson, 34 Sprigge V. Sprigge, 337, 415, 732 Squib V. Wynn, 696, 704 Squier v. Mayer, 110, 645 Staokpole v. Beaumont, 442 Stafford v. Buckley, 198 Stag V. Punter, 467 Stainton, In the goods of, 706 Stanger v. Nelson, 544 Staniland v. Willott, 2 Stanley «. Bemes, 243 — V. Leigh, 291 (i.) — V. Stanley, 507. (Falsa de- monstraiio. ) (ii.)— V. — 704, 762 (Preference of ascendants to col- laterals. ) Stansfield v. Mayor, &e. , of Ports- mouth, 104 Stapleton v. Haymen, 35 Steadman v. Powell, 370 Stein V. Ritherdon, 149, 159, 163 Stephenson, In the goods of, 697 Stevenson v. Abingdon, 545 (i.) Stewart, In Sie goods of, 260, 262,263,264. (Probate of unattested paper.) (ii.) — In the goods of, 563 (exe- cutors according to the tenour. ) (iii.) — In the goods of, 712. {Ad colligenda honit. ) Stillwell V. Mellersh, 362 Stock V. M'Avoy, 766 d XXXIV TABLE OF CASES. Stockdale v. Nicholson, 556 Stocks V. Barre, 164, 500 Stoddart, In the goods of, 2i6 — V. Grant, 334, 336 — V. Kelson, 644 Stokes V. Cheek, 211 — V. Heron, 200, 211 Stooke V. Stooke, 145 Stow V. Davenport, 49, 205, 617 Stracey, In the goods of, 431 Stratton v. Ford, 730 — V. Grymes, 439 Stretch v. Pynn, 693, 704 Stringer v. Gardiner, 506, 533 Sturgis V. Corp, 370 Sugden v. Lord St. Leonards, 338, 413, 417, 418, 419, 426, 426, 427, 429, 732, 733, 781 Suisse V. Lowther, 490 Sumner v. Bromilow, 104 Sunderland v. Newton, 109 Sutherland, In the goods of, 265 Sutton V. Sharp, 151, 158 — V. Torre, 622 Swabey v. Swabey, 206 Sweeting ». Prideaux, 211 Swift V. Swift, 306 Swinfen v. Swinfen, 147, 157 (i.) Sykes v. Sykes, 577, 678, 579. (Executor de son tort. ) (ii.) — V. Sykes, 778. (Eevocation of gift to one of several tenants in common. ) T. Taaffe v. Conmee, 628 Tagart v. Hooper, 424 (i.) Talbot V. Shrewsbury, Earl of (Satisfaction of debt by a legacy), 53 (ii.) — V. — (Specialty and simple coniract debt), 472 Tapley v. Kent, 25 Tate V. Hilbert, 2, 5, 12, 14, 16, 22, 36 — V. Leithead, 12 Tatnall v. Hankey, 685 Tattersall v. Howell, 437 Taylor v. Ashton, 399 ■ — V. Martindale, 198, 200 — V. Meads, 300, 369, 371, 374, 378 (i.) — V. Taylor, 164. (Eesiduary bequest.) (ii.) _ V. Taylor, 767, et seq., 771, 772, 773, 774. (Ad- vancement by portion.) Taynton v. Hanuay, 721, 723 Tebb V. Hodge, 99 Tempest v. Tempest, 155, 329 TeiTible, In the goods of, 253, 270 Terry's Will, In re, 512 Thomas, In the goods of, 315, 420 — V. Evans, 334 — V. Hole, 698 — V. Jones, 263, 297, 298, 368, 369, 370, 379, 381, 382, 383 — V. Montgomery, 618 Thompson v. Beasley, 524 — 1. Harding, 571 — u. Heffernan, 2 — V. Teulon, 491 — V. Whitelock, 165 Thomson v. Advocate-General, 242, 611, 615 — V. Batty, 21 Thorild, In the goods of, 383 Thorn V. Eooke, 489 Thornber v. Wilson, 50 Thornbrough v. Baker, 221 Thome, In the goods of, 274 Thorold v. Thorold, 6 Thorpe v. Owen, 288 Thynne v. Glengall, 52 — Lord John, v. Stanhope, 350 Timewell v. Perkins, 145 Tinkler v. Hindmarsh, 587, 588 Tipping V. Tipping, 114 Todd V. Bielby, 50 Toilet V. Toilet, 285, 301, 383 Toplis V. Hurrell, 693 Townley v. Sherborne, 521, 566 — V. Watson, 346, 847 Trafford v. Trafford, 278 Trappes'w. Meredith, 211 * Trethewy v. Helyar. Trevelyan v. Trevelyan, 413, 416, 733, 735 Tribe v. Tribe, 325 Trimmer v. Danby, 2, 27, 34, 41 Trinder v. Trinder, 170 Trinmell, In the goods of, 325 Trotter v. Trotter, 247 Truro, Lady, In the goods of, 253, 265, 266, 268, 362, 363 Tucker v. Westgarth, 706 Tuokey v. Henderson, 295, 491 Tullett V, Armstrong, 376 Turner v. Bryans, 293 — V. Tm-ner, 195, 196, 198, 201 Twyne's case, 6 Tyrone v. Waterford, 54 Udny v. Udny, 238 Underwood «.Wing,481, 740. (See also Wing V. Augrave. ) Urquhart.i). Urquhart, 699 TABLE OF CASES. XXXV V. Vaisby v. Reynolds, 157, 162 Vallance v. Vallance, 736 Vane, Earl, v. Eigden, 460 Vansittai-t v. Vansittart, 308 Van Straubenzee v. Mouok, 265 Vauglian v. Weldon, 193 Veal V. Veal, 2, 9, 13 Veign, In the goods of, 574 Vincent v. Godson, 226 Vinnioombe v. Butler, 316, 321 Vivian v. Jegon, 283 Vyse V. Foster, 586 W. Wade v. Kazer, 361 Wade-Gery v. Handley, 505 Wainwright, In tbe goods of, 740, 741 Waite V. Coombes, 163, 500 — u. Littlewood, 525 Wake V. Varah, 625, 536 Wakeham, In the goods of, 567 — «. Merrick, 49 Walker's Estate, In re, 173 — In the goods of, 316, 320 — V. WooUaston, 720, 726, 729 WaUace v. Att.-Gen., 611, 614, 615, ■616 Wallop's Trusts, In re, 610, 614 Walpole V. Cholmondely, 358, 369, 431 — V. Lord Orford, 431 Walter v. Hodge, 2, 42 Wankford v. Wankford, 4, 682, 689 Ward V. Grey, 211 — V. Turner, 2, 5, 22, 37, 39, 40, 41 — V. Tyrrell, 296 Waring, Sx parte, m re Agra & Masterman's Bank, 15 — V. Waring, 388 Warner v. Murdock, 411, 412 (a) Warrender v. Warrender, 240 Warren v. Kelson, 659 Warriner v. Rogers, 373 Warwick v. Greville, 695, 702, 706, 708, 717 — V. Hawkins, 492 Watkins, In the goods of, 258, 265 — V. Che(ek, 588, 691 Watson's, Miss, Settlement, In re, 374 Watt V. Watt, 697 Waugh V. Waugh, 531 Way's Trusts, In re, 209 Weale v. Olive, 8 Weall V. Rice, 62 Webb, In the goods of, 6, 314 — V. Byng, 359 — V. Kirby, 719 — V. Needham, 694, 710 — V. Sadler, 304 Webster v. Webster, 573 Weightman v. Wood, 474 Welch V. Phillips, 415 Welles V. Middleton, 409 Wells's Estate, In re, 493 — V. Wells, 605 Westw. Holmesdale, 118 — V. Moore, 157 — V. Wilby, 726 Westmeath v. Westmeath, 306 Weyland v. Weyland, 774 "WTiarram v. Whan-am, 413, 416, 418 Wheeler v. Bingham, 440, 442 Whicker v. Hume, 568 White, In the goods of, 720 — V. Baker, 624 — V. Birch, 607 — V. Chitty, 211 — V. Wilson, 391 Whitehead v. Bennett, 103 Whiteley v. King, 339, 416 Whyte V. Whyte, 488 Wigan V. Rowland, 328 Wightwick V. Lord, 591 Wigsell V. Smith, 295 Wilcox V. Smith, 619 Wild's case, 546, 549, 550, 551, 552 Wilday v. Barnett, 289 Wilde V. Waters, 106 Wilkinson, In re, 289, 290 — V. Adam, 492, 493 — V. Gordon, 728 — V. Wilkinson, 436 Wilks V. Williams, 494 Willett V. Sandford, 269 Williams, In the goods of, 694 — V. Arkle, 497 — V. Ashton, 347 — ■«. Heales, 582, 583 — V. Lewis, 667 — o. Nixon, 565 — V. Tyley, 350 — u. Wilkins, 703 Williamson v. Naylor, 51 Willock V. Noble, 380, 660 Wilmot V. Pike, 208 WUson, In the goods of, 324, 325 — V. Maddison, 211 — V. O'Leary, 487, 488, 489, 490, 622 — V. Whately, 104 {a) Reported L. K. (N. S.) 4 Ch. Div. 750 ; 46 L. J, Ch. 121. XXXVl TABLE OF CASES. "Wilton V. HiU, 374 "Wntshear v. CottreU, 90 WUtshire d. Rabbits, 207, 209, 210 Winohelsea v. Norcliff, 705 Wing^-Angrave, 740. (See also Under- wood V. Wing.) "Winn V. Ingilby, 150, 643, 644 "Winter v. "Winter, 257 Witby V. Mangles, 556, 698 "Witt V. Amis, 5, 9 "Wood V. Cox, 287 "Woodgate v. Unwin, 518 Woodhams v. Anglo-Australian & Universal Family Life Assurance Company, 15, 161 Woodmeston «. "Walker, 203 "Woods, In the goods of, 322 "Woodward, In tie goods of, 331, 332, 335 — 0. Woodward, 20 WooUaston v. W alker. (See Walker v. Woollaston. ) WooUey v. Clark, 59, 692 Woolstencroft v. Woolstenoroft, 217 Worsley v. Johnson, 708, 709 Worthington v. Curtis, 771 Wright's Trusts, In re, 167 Wright V. Eogers, 730 — V. Wright, 376 Wyatt, In the goods of, 363 Wyckoff, In the goods of, 712 Wylde V. Eadford, 174 "Wynch, Ex parte, 553, 554 Wynch's Trust, In re, 553 WyraU v. Hall, 65 Y. Yates v. University College, I^on- don, 438 Young V. Davies, 523 — V. Femie, 48 — V. Ferrie, 672 — V. Spencer, 96 Zballet i>. Veryard, 683 SOME ADDITIONAL CASES ON WILLS, AND KINDEED SUBJECTS, REPORTED FROM JANUARY 1, TO JULY 1, 1877. ADMINISTEATION OF ESTATE. The rule as to costs, where executors have bond fde, but only partially, divided a residuary estate — as where some of the legatees having attained theii' ages are entitled to caU for their shares, and the executors make up their accounts and pay those shares— must he, that where the executors have pro- perly distributed the estate, and are ready to show the accounts to the re- maining legatees, or the guardian of an infant legatee, and a suit is instituted, and the accounts prove to be correct, the shares of the parties instituting the suit must bear the costs of the litigation. If, on the other hand, the accounts are incorrect, and where the 'executors assume the office of the court, and take upon themselves to constme an obscure 'Will, the distribution in such case is not a proper distribution. They occupy the same position as executors who have not distributed at all, and "they who have made the error wiU have to pay for it." Per Sir G. Jessel, M. E., in Billiard v. Fulford, L. R. (IT. S.), 4 Ch. Div. 389 ; 46 L. J. Ch. 43. Practice. — Representation of unascertained classes for the purpose of deter- mining construction of instrument. Appointment of representatives ad litem of deceased person under 15 & 16 Vict. c. 66, s. 44. (Chancery Procedure Amendment Act, 1852.) InrePeppUt's EstaU, L. E. (N. S.), 4 Ch. Div. 230 ; 46 L. J. Ch. 95. Executors taking legacies under a WiU, which also gave them the residue. WiU disputed by the next of kin, but established, except as to the residuary clause. In an administration action, executors aUowed all costs of proving Wm. Fulton V. Andrew, 46 L. J. Ch. 132. Deficient estate. Distribution of additional funds. Advertisement for creditors on further funds coming in. Ashley v. Ashley, L. E. (N. S.), 4 Ch: Div. 757; 46, L. J. Ch. App. 322; affirming an order of V.-C. Malins, 45 L. J. Ch. 185. Future contingent class. Administration action brought by collateral rela- tions. Want of interest. Demurrer. Clowes v. HilUard, L. E. (N. S.), 4 Ch. Div. 413 ; 45 L. J. Ch. 271. ADMINISTRATION (GRANT OF). Party entitled to grant, aged and infirm. Grant to party entitled in distri- bution, under 20 & 21 Vict, c. 77, is. 73. In the goods of Clarke, 46 L. J. P. D. & A. Div. 16. XXXVIU ADDITIOKAL CASES. EXECUTOR (CHANCERY DIVISION). Gift to executors not beneficially entitled. Costs of administration action. ■ Lapsed share of residuary personalty not primarily liable for such costs. (i.) A. bequeathed "tp the executors or executrices of B., £100." B. left an executor and two executrices, who died in the lifetime of A. Held that there was a bequest to the legal personal representatives of B. to hold on the trust affecting B.'s estate. Trethewy v. Eelyar, L. R. (N. S.), 4 Ch. Div. 53 ; 46 L. J. Ch. 125. (ii.) Where one of four residuary legatees mentioned by name in a Will dies in testator's lifetime, the share thereby lapsing, is not primarily liable for the costs of an administration action, but the costs must be paid before the residue is divided. Ibid. The dictum in Gowan v. Broughton on this point disapproved. L. R., 19 Eq. 77; 44 L. J. Ch. 276. Legacy to non-acting executors. The circumstance of payment to such having been directed to be deferred, rebuts the presumption that the legacy was given to him in the character of executor. In re Reeve's Trustx, L. R. (N. S.), 4 Ch. Div. 841 ; 46 L. J. 412. EXECUTOR (PROBATE DIVISION). Intention to appoint executor. Appointment bad for uncertainty. A. ap- pointed "either one of my three sisters my sole executrix," and the Court rejected the motion. In the goods of Blaclcwell, 46 L. J., P. D. & A. 29. Executor according to the tenour. "I appoint my said sister, S. B., my executrix, only requesting that my nephews F. P. and J. B., will kindly act for or with this dear sister. " Held that the nephews were executors according to the tenour. In the goods of Brovm, 46 L. J., P. D. & A. 31. Appointment of executor. Extrinsic evidence to explain description. Testator appointed " Percival of Brighton, Esq., the father," as executor. Extrinsic evidence admitted to show who was meant. In the goods of De Bosaz, 46 L. J., P. D. & A. 6. WILL (CHANCERY DIVISION). Directions for sale of estate by trustees. Trust or power to sell. Minors v. Batlison, L. R., 46 L. J. Ch. (H. L.) 2, reversing a previous decision of the Lords Justices. Gift to a class. A gift to a class misdescribed in number is a gift to all the members of that class. This rule, not applicable where, from admissible evidence, it is possible to say which of the class were meant. Newman v. Piorcey, L. R. (N. S.), 4 Ch. Div. 41 ; 46 L. J. Ch. 36. Falsa demonstratio. Specific gift. Parol evidence. £:x parte Close; Me Bennett (Bank.) L. R. (N. S.), 5 Ch. Div. 145 ; 46 L. J. Ch. 3. Separate use. Maintenance and support. Discretion of trustees. Austin v. Austin, Austin v. Boyce, L. R. (N. S.), 4 Ch. Div. 233 ; 46 L. J. Ch. 92. "Others surviving," how construed. Beekwith v. Beekmth, 46 L. J. Ch. (App. ) 97, reversing a decision of V. -C. Hall. ' ' Legal or next of kin ; " brother and sister ; nephew and niece. Harris v Newton, 46 L. J. Ch. 268. ADDITIONAL CASES. XXXIX Gift to " children, or theif issue." Child dead at date of Will. Substitu- tion. In re Sibley's Trusts, L. R. (If. S.), 5 Ch. Div. 494 ; 46 L. J. Ch. 387. Precatory Trust words. — Words "To do good to my relations, " but with no restriction as to property, &c., held not to create such a trust. Cole v. Havxs, 46 L. J. Ch. 483. WILL (PROBATE DIVISION). Lithographed form. Unattested interlineations and obliterations. Decla- rations of testator's intentions before execution. Denck v. Bench, 46 L. J., P. D. & A. 13. Conditional Will, with clause of revocation. Condition not fulfilled. Earlier Will admitted to probate. /?i the goods of Iliyo, 46 L. J., P. D. & A. 21. Inconsistent Wills. AMiole subject-matter of earlier Will not covered by a later Arill, and earlier WiU not expressly revoked. Dcinpsey v. Lawson, 46 L. J., P. D. & A. 23. Mistaken reference by date in codicil. Probate granted of WiU and codicil. In the goods oflnce, 46 L. J., P. D. & A. 30. ADDENDA ET COEEIGENDA. Pa^e 2, note (e),for " Gardner v. Parkes," read "v. Parker." 14, note (u), for Farquha/rson v. Cane," read "Cave." „ 35, note (w),for "17 & 18 Vict., Ky. 120, ». 55," reati "17 & 18 "Vict, c. 104, s. 55." Cap. 120 is the Merchant Shipping Repeal Act, 1854. „ 48, line 11, for " 24 & 25 Vict.," read " 25 & 26 Vict." ; also with p. 48 read pp. 411, 412. „ Ibid, in marg. for " 1861," read; " 1862. " „ 51, line 12, for "had," read "has." , , 62, line 23, for "Bex justiciariis suis se salutem, '' read ' ' Rex justiciariis suie, &o., salutem." „ 69, line 7, for " 1854," read " 1853." ,, 91, note (n), for " By the Roman Civil Law, a man, &c.,'' read " By the Roman Civil Law, if a man, &c. " „ 95, note {u),for "6 Ed. 3," read "6 Ed. L" ,, 99, line 17, for " former," read "latter." „ 116, note W, /or " 2 K. & J.," read " 3 K. & J." ,, 125, in marg., /or " Where advowson goes to the personal representative," read ' ' Where right of presentation goes to personal representative. " , , 135, note (/ ), for ' ' Back, " read' ' ' Bac. " ,, 140, in marg., /or "amimum," read "amimus." „ 141, note (i),for "7 H. & L.," read "7 H. of L." ,, 144, in marg., /or " Right of heir not bequeathable, " read "Right of heir bequeathable." ,,152, note (a), for "Hodgson v. Gex," read "Hodgson v. Jex." ,,156, note («), for " Slamning v. Style," read " Slanning v. Style." „ 159, note {I), for "37 L. J. 369," read "37 L. J. Ch., 369." „ 166, note (p), for " note (e)," read " note (c)." „ 184, line 12, /or " 15 E. 3, &c.," read " 25 E. 3, &c." „ Ibid, note (I), for " 8 & 9 Vict," read " 9 & 10 Vict." „ 202, line 22, for " 51 G. 3, c. 41," read " 55 G. 3, c. 141." ,, 242, note (e), for " Thompson," read " Thomson." „ 251, note, and in marg.,/o)- "23 & 24 Vict. c. 121," read " 24 & 25 Vict. c. 121." „ 270, note (a), for " Bailey," read " Baily." „ 342, note (m), /or " L. R. P. & D.," reos(« "L. R. 3 P. & D. 98." ,, 355, in marg.,, /or the second use of the word "marriage," read " Will." „ 361, note (*), for " 1 Sw. & Ir., &c.," read " 1 Sw. & Tr." „ Ibid, note Q), for " Ves. Jur.," read " Ves. Jun." ,, Ibid, note (o), for " Matthias," read " Mathias." „ 363', note (x), for " 32 L. J. 115," read " 32 L. J., P. & M. 115." ,, 364, in marg., for " Revised Will," read " Revived WiU." „ 372, note (s),for "1 D. J. & S.," read " 1 De G. J. & S." „ 379, note (y), for " 1 D. J. & S.," read " 1 De G. J. & S." ,, 393, note [T), supply the case of Fulton v. Andrew, L. R. 7 E. & I. App. 448 ; 44 L. J., P. & M. 17. „ 395, note (s), for " 2 Sw. & Ir.," read " 2 Sw. & Tr." ,, 400, after line 14, supply Fulton v. Andrew, supra. ,, 409, note (j/), for " Welless," read " Welles." „ 428, note (?), for " ante p. 422," readl. " 425." e xlii ADDENDA ET COREIGENDA, Page 481, note (2), supply the case of Wing v. Engrave, 8 H. L. Cas. 183 ; 30 L. J. Ch. 65. 491, note («), for " 39 L. J. 146, 147," read " 29 L. J. Ch. 145, 147." 544, note (h), for Sanderson v. Bailey,'" read " v. Bayky." 667, line 2,/or "referee," read "reference." 575, note {e),for "him," read "himself." 601, note (/), for " 33 & 34 Vict.," read " 18 & 14 Vict." 701, note ('m),for "29 Car. 2, c. 30," read "29 Car. 2, c. 3." 706, note (i), for " Athmson v. Berna/rd," read "A. v. Ba/rna/rd." 707, note (,m),for "Famdell," read "Famdale." AN ELEMENTARY TREATISE ON THE LAW RELATING TO WILLS OF PERSONAL PROPERTY, AND SUBJECTS APPERTAINING THEEETO. CHAPTER I. THE SUBJECT VIEWED GENERALLY. In the law of England, the term Legacy usually denotes Definition of a gift of personal property, or something considered by the law as equivalent, or equal in nature, thereto, which devolves upon its recipient solely through the medium of a Will and Testament, and strictly speaking, by the assent of the executor or executors named therein. We say "strictly speaking," because any gift of per- Will without sonalty by a Will nominating no executor at all is never- p^g^ iLacJ. theless a legacy, which may be " paid or performed by an administrator" (a), who takes the informal Will for his guidance. This proceeding is technically termed adminis- tration cum testa/mento annexo, that is, with the Will annexed to the Letters of administration, or credentials of the administrator's office. By the statute 1 Vict. c. 26, known as the Wills Act WiU and Tes- of 1838, " Will " and " Testament " are made synonymous s^^oTymou^ terms ; but a distinction once existed between them, which terms. wiU be referred to presently. A legacy is said to be bequeathed, and the gift of a Bequest. legacy is called a Bequest. {a) QWms. Exors., Bk. 3, Introduction. WILLS OF PERSONAL PROPERTY. Donatio mortis causd described. Donationes mortis causd subject to Legacy Duty. Dov.ee mortis A Donatio mortis causI, or, as it has been styled, an improper kind of legacy, may be generally defined, or rather perhaps described, as a duly witnessed (6) gift, either direct or in trust (c), of something, the property in which can, and does actually, pass by mere delivery {d), made by a person in his last Ulness, or apprehensive of approaching death {e), but to take effect only on that event happening (/) at or about the time anticipated, or within a reasonable time afterwards {g), and provided there be no revocation of the gift by the donor's recovery and his subsequent resumption thereof Qi). K-ay gifts operating as donationes mortis causd, although differing from legacies in certain respects hereafter to be noticed, are equal to them for the purposes of the Legacy Duty Acts (i), but such gifts are not affected by the Wills Act of 1838 {3). The recipient of a donatio mortis causd is termed a DONEE MORTIS CAUSl. (J) Tafo V. HilheH, 2 Ves. jun. Ill ; Walter v. Hodge, 2 Swanst. 92, Judgment of Sir T. Plumer, M.E. ; Thompson v. Befernan, 4 D. & War. (Ir.) 285; Cosnahan v. Grice, 15 Moo. P. C. 215 ; and see Hayslip v. Oymer, 1 A. & E. 162 ; 3 L. J. K. B. 149. (c) Blount v. Bvjrrow, i Brown, 0. C. 72 ; Eills V. Hills, 8 M. & "W. 401; 10 L. J. Ex. 440, especially Judgment of Eolfe, B. (d) Miller v.. MilUr, 3 P. Wms. 356 ; Wa/rd v. Twmer, 2 Ves. 441 ; 1 L. C. in Eq. ; Burm v. Marh- ham, 7 Taunt. 232, Judgment of Gibbs, 0. J., C. P. ; Trimmer v. Damtyy, 25 L. J. Oh. 424. (e) Just. Inst. 2. 7. 1 ; 2 Black. Com. 614 ; Gardner v. Parkes, 3 Madd. 184, Judgment of Sir J. Leach ; and see the Judgment of Lord Eldon in Duffield v. Elwes, 1 Bligh, N. S. 497, 530. As to the Civil Law on donaiiones mortis causd, read the argument of Mr. Longley in this case, and the re- ferences cited by him : also Wood's Inst. Civ. L., bk. 2, ch. 4, sect. 2. (/) TaU V. Hilbert, 2 Ves. jun. 120 ; 4 Bro. C. C. 291 ; Edwards v. Jones, 1 Myl. & Cr. 226 ; 5 L. J. Ch. 194 ; Staniland v. Willott, 3 Mac. & Gor. 664. (g) See as to time. Veal v. Veal, 27 Beav. 303 ; 29 L. J. Ch. 321, where three months elapsed between the date of gift and death. (h) Ward v. Turner, supra, Judgmt. of Lord Hardwicke ; Bmin V. Marlcham, 7 Taunt. 232, Judgmt. of Gibbs, C. J., C. P. The former ease has been dissented from in America, although a great authority here. See Brown v. Brown, 18 Conn. 410, 415. (i) 36 G. 3, c. 52, s. 7 ; 8 & 9 Vict. c. 76, s. 4. ( j) Moore v. Darton, 4 De G. & S. 617 ; 20 L. J. Ch. 626. THE SUBJECT VIEWED GENERALLY. The other and most ordinary kind of grant or gift of donatio inter personal property known to the law of England, is the one INTER VIVOS, that is, between living persons generally, and so called to distinguish it from the other, which is made in prospect of, and to take effect after, death. These expressions, as well as the term Legacy, are borrowed from the Civil Law (k). We will first notice the two species of donations in question before proceeding further with the main subject of the treatise, namely, Bequests. A gift or grant of personal property inter vivos, is the What is a gift act of transferring the right and the possession thereof ; whereby one person renounces, and another person imme- diately acquires, all title and interest therein : which may be done either by deed, mere writing or by word of mouth, attested by sufficient evidence, of which the complete deli- very of possession is the strongest and most essential (Z). "A true and proper gift or grant is generally accom- Delivery. panied with delivery of possession, and takes effect imme- diately : as if A. gives to B. £100, or a flock of sheep, and puts him in possession directly, it is then a gift execixted (i) Juat. Inst. 2. 7. 2. "With re- sius Gothofredus in 1604. It has gard to the term Civil Law, when- also been termed the Imperial Law, ever it occurs throughout this book, and the Soman Civil Law, the latter ii is used to denote that portion of being probably the most strictly the Roman Law contained in the correct of all its designations, as compilations made by order of the distinguishing the general siguifica- Emperor Justinian, namely, the tion of "civil," that is, in the Code,DigestsorPandects,Institutes, sense of appertaining to any state, and Novels, comprehensively termed from the specific meaning commonly The Carpus Juris Cimilis. The ex- allowed it, namely, the municipal pression, Roman Law, is more ap- law of the Roman Empire, propriately employed in speaking of (I) 2 Black. Com. 441, 442. that which existed in the Roman . See the Judgments in Milroy v. state anterior, to Justinian's tiine. Lord, 4 De G. F. & J. 264; 31 L. for the reason that many of the J. Ch. 798, and in Richards v. features of the earlier system have DeWridge, L. R. 18 Eq. 11 ; 43 L. no place in the Corpus Juris Civilis. J. Ch. 459. See Just. Inst. 2. 7. 2 ; This latter appellation, it is said. Wood's Inst. Civ. L, bk. 2, ch. 4, was first bestowed upon the whole sect. 2. of Justinian's collection by Diony- .B 2 WILLS OF PERSONAL PROPEETY. When gift operates as a contract. Gift by deed, inter vivos. Gift by deed which is not known to the person bene- fited. Conveyances of realty and gifts of per- sonalty on the same footing in certain respects. Difference between gifts inter vivos, mortis causd, and legacies. in the donee ; and it is not in the donor's power to retract it though he did it without consideration or recompense, unless it be prejudicial to creditors, or the donors were under any legal incapacity, as infancy, coverture, duress, or the like; or if he were drawn in, circumvented, or imposed upon by false pretences, ebriety or surprise " (m). •If the gift does not take efifect by delivery of immediate possession, it is then not properly a gift, but a contract (n) ; and this a person cannot be compelled to perform, but upon good and suflScient consideration (m). When, however, the grant or gift is by deed, then, no positive or corporeal delivery of the objects comprised therein need be made (o), if the deed itself actually or constructively pass from the donor to the donee or some person on his behalf, or even remain in the donor's posses- sion (p), provided it be retained for the benefit of the donee, and the donor's property in the gift be in fact divested. When, however, a voluntary conveyance is made by deed, of which the donee was in ignorance, the donor may have the property reconveyed to him {q), for there is no obligation on him to disclose such a deed and abide by its terms. Voluntary conveyances of realty and gifts of personalty are on the same footing as regards their acceptance, and the validity of the deeds which bestow them (r). Between gifts inter vivos, those made in prospectu mortis, and ordinary legacies or gifts by Will, there are certain points of difference, which it is now proposed to (m) 2 Black. Comm. iil. («) "It requires the assent of both minds to the making of a gift, . as well as it does to the making of a contract." Fer Mellish, L. J., in Mill T. Wilson, L. R. 8 Ch. 888 ; 42 L. J. Ch. 817. (o) Carr v. Burdis, 5 Tyrw. 309 ; 4 L. J. Ex. 60. (p) Dos dem. Oamons v. Knight, 5 B. & C. 671 ; MohertsY. Williams, 11 L. J. Ch. 65 ; FUteUrY. Fletcher, 4 Hare, 67 ; 14 L. J. Ch. 66 ; Hall V. Bainbridge, 12 Q. B. 699 ; 17 L. J. Q. B. 317. (?) Ex gr. Childers v. Childers, 1 De G. & J. 482 ; 26 L. J. Ch. 643. {r) Butler and Baker's Case, 3 Co. Eep. 26 a; Dyer's Rep. 49 a; Wank/ord v. Wankford, 1 Salk. 321. THE SUBJECT VIEWED GENEEALLY. 5 examine : and first as between gifts inter vivos and mortis causd, A gift inter vivos, when duly made and accepted, is absolute and irrevocable by the donor, where there is no fraud, mistake or surprise associated with the transaction ; a donatio mortis causd, on the other hand, is always countermandable by the donor personally, and he may resume it at any time before his decease, the law implying that it is given only in, contemplation of death (s). Where a gift inter vivos is made by deed, the deed, as Difference we have seen, may remain in the custody of the donor, inter vivos and and the gift may nevertheless take effect ; but assuming sift moHis that a donatio mortis causa can be given by deed, which each is made no doubt is the case, it has never yet been decided, whether ^ ' the mere transfer of the instrument, without actual de- livery of the things contained in it, would confer them upon the donee (f) ; but it was, however, the opinion of two very celebrated judges that such simple transfer might so operate (u). In addition to this, we must also bear in mind the case of Dujffield V. Elwes, cited above, in which the House of Lords (1827) decided that a gift mortis causd of mortgage deeds would pass the property secured to the donee ; and, again, the more modern case — again referred to presently — of Witt V. Amis, which establishes the doctrine that for the purposes of this sort of gift, mortgage deeds, bonds, and policies of insurance are all on the same footing, and their respective values assignable by a donor to a donee mortis causd. Accordingly it seems too much, nay, almost absurd, to say that any other kind of deed passing from a donor to a donee mortis causd, would be inoperative («) Blovmt V. Bwrow, 4 Bro. C.C., sect. 4, p. 780. 72 ; Wa/rd v. Twner, 2 Ves. 433 ; («) See Lord Rosslyn's Judgmt. 1 L. C. Eq. 905. As to a settlement in Tate v. Hilbert, 2 Ves. jun. 120 ; made in contemplation of death, that of Lord Hardwicke in Ward which did not happen, see PorsUme v. Twrner, supra, also in Johnson v. V. Welahy, 30 Beav. 243 ; 30 L. J. Smith,! Ves. 314; but see 1 Rop. Ch. 331. Leg. 12. (t) 1 Wms. Exors., pt. 2, bk. 2, WILLS OF PERSONAL PROPERTY. Eetention of deed of gift mortis cmisd by its donor. Grift inter vivos not sub- ject to legacy duty. Donatio mortis causd satisfied by legacy : secus of a gift inter vivos, generally, to strangers. unless accompanied by delivery of the actual property secured by it ; however, at the present time, authority is not in favour of this position. Should a deed be employed in the bestowal of a gift mortis causd, and the donor should retain possession of the deed, then, in such a case, a result different from that following the retention of a deed of gift mfer vivos would ensue. The deed mortis causd, if it had any operation at all, would in this instance have one of a testamentary character, since deeds of gift, as well as some other instru- ments, not inform testamentary, yet so in substance, may take effect alone or by reference, as WUls, and be admitted as such to probate (p). A gift inter vivos is not subject to legacy duty ; where- as, as before stated, a donatio Tnortis causd is, and it is, moreover, liable to be taken for the satisfaction of the donor's debts in case of a deficiency of assets, which is not the case with a voluntary gift or settlement inter vivos, unless, of course, it be made fraudulently, or so as to delay or hinder creditors (w). A donatio Tnortis causd may be satisfied by a legacy of equal amount previously or subsequently bequeathed to the donee, who, however, may prove non-satisfaction if he can (x) ; and it is presumed that, in like manner, a legacy may be adeemed by a donatio mortis causd. But in the case of a gift inter vivos to a stranger, the onus probandi as to satisfaction by legacy would lie upon those who con- tend that the two provisions are to be considered only as one ; since " this doctrine of constructive ademption of lega- (v) TkoroldY. ThoroU, 1 Phillim. 1, Judgmt. of Sir J. MchoU ; In the goods of DicKns, 3 Curt. 60 ; In the goods of Well, 3 Sw. & Tr. 482 ; 33 L. J. P. & M. 182 ; Kule 12 ot rrin. Keg. in Non- Contentious Bu- siness ; 1 Wms. Exors. pt. 1, bk. 2, ch. 2, sect. 3. (w) See Freeman v. Pope, L. B. 5 Ch. 538 39 L. J. Ch. 689 ; Cross- ley V. Elworthy, L. E. 12 Eq. 158 ; 40 L. J. Ch. 481 ; Kent v. Riley, L. E. 14 Eq. 190 ; 41 L. J. Ch. 569. As to Voluntary Settlements and Trusts generally, see the notes to Twyne's Case, 1 Sm. L. C, and those to Ellison v. Ellison, 1 L. C. Eq. 245. (x) 1 Eop. Leg. 24 ; Jmies v. Selby, Free. Chano. 300. THE SUBJECT VIEWED GENERALLY. 7 cies has never been applied to legacies to mere strangers, unless under some peculiar circumstances " (y). The equitable doctrine of election applies also to gifts Election. •mortis causd; that is to say, if a person is a donee mortis causd, being at the same time a legatee under the donor's Will, and another person is also a legatee under the Will of the same gift bestowed mortis causd, the former may be called upon to elect which of the two gifts he will take{z). By the modern doctrine of equity, a remainder may be Remainder limited on any gift inter vivos of personalty, and by Will ™^y rift'^ i*'"* as an executory bequest, unless it be of something which vivos. will be destroyed by the use to which, from its very nature, it would necessarily be put, as, for instance, one of eatables ; for a gift of such things is absolute by the transfer thereof, because they are ipso usu consumuntur, and the inten- tion of the donor in such cases is immaterial (a). Whether a remainder can be limited on a donatio Doubtful mortis causd is doubtful (6) ; but there seems to exist no gi^ moHu valid reason why this should not be so. causd. It was stated by Sir J. Leach, V.-C, in his decision of Examination the case of Duffield v. Elwes (c), that " where delivery will gj/j. Lech's not execute a complete gift inter vivos, it cannot create a ij^'^smen* m , . ■ ^ ■, . .„ , Duffiddv. donatw m,ort%s causa, because it will not prevent the pro- eiwcs. perty from vesting in the executors ; and as a Court of Equity wiU not, inter vivos, compel a party to complete his gift, so it will not compel the executor to complete the gift of the testator." With respect, however, to this extract, only one part of Equity cannot perfect an im- perfect gift.' (y) Sm. Man. Eq. tit. 10, chap. 3, (a) See Johnson v. Smith, 1 Ves. sect. 1. " The term strangers here 314. includes aU who are not legitimate (a) Andrew v. Andrew, 1 Coll. children of the donor, or children 686. As to things not considered to whom he has placed himself in of a consumable nature, see Groves loco parentis:'' Ibid. A volunteer, v. TFright, 2 K. & J. 3i7 ; also in law, means a person to whom, or Cockayne v. Harrison, L. R. 13 Eq. for whose benefit, a voluntary gift 432 ; 41 L. J. Ch. 509. is made without valuable considera- (i) Sambrooke v. Simmons, 4 tion ; a person, other than a wife Russ. 25. or child so benefited. (c) 1 Sim. & Stu. 239. WILLS OF PEESONAL PROPERTY. Present doc- trine of equity concerning doubtful gifts mortis causd. The gift of a mortgage deed will now ope- rate as a valid donatio rmyrtis caiusd ; it can be received as worthy of attention at the present day, namely, that which declares the inability of equity to perfect an imperfect voluntary gift {d) ; but even this statement is rather too general in its terms, since, for instance, equity may at any rate enforce a parol declara- tion of trust in favour of a volunteer (e). As to the rest of the learned judge's remark, we may state that the reverse of it is at present the rule, for in the very case of the assignment of mortgage deeds, a gift of them inter vivos would be useless to a donee without another deed of transfer, or unless the donor constituted himself a trustee for the donee ; whereas a simple delivery of them mortis causa would now pass the property secured by them to the donee. Moreover, modem equity will not, in cases of gifts mortis causd, look to whether the property is completely transferred, but whether such an interest was really intended to be bestowed upon the donee as will be sufficient to enable the court to complete his title to the gift. The doctrine enunciated by Sir J. Leach in Duffisld v. Elwes, was upset in 1827 by the House of Lords on appeal, that tribunal maintaining that the delivery of the mortgage deeds to the donee, effectually created a donatio mx)rtis causd to him (/). This, however, seems really to have been only a revival of a principle applied to cases which may fairly be termed analogous ; since we find Lord Hardwicke, as far back as 1744, holding that a bond for £100 given by a person when m prospectu mortis, passed the equitable interest in the instrument to the donee thereof (g). In a comparatively recent case also. (d) AntroTms v. Smith, 12 Ves. 39, and see the Judgmt. of Turner, L. J., in Milroy v. Lord, i De G. F. & J. 264 ; 31 L. J. Ch. 798 ; Sto. Eq. Jnr. oil. 10, § 607 ; Weal V. OlUve, 17 Beav. 252. (e) Jones x. Loch, L. R. 1 Ch. 25 ; 35 L. J. Ch. 117. The dictum of Lord Cranworth, L. C, in Scales V. Maiide, 6 De G. M. & G. 51, that a parol declaration of trust in favour of a volunteer is invalid, was pronounced in the case just cited, to be bad law. (/) Duffield V. Elwes, 1 Bligh, 498, N.S. ; also in 1 Dow. 1, N. S., where the case is reported as Duf- field V. Hixilcs. See note (A) in Ap- pendix. {g) STiellgrovev. Saily, 3 At'k.213. THE SUBJECT VIEWED GENERALLY. 9 where a father, to -whom his son was indebted, handed, while in his last illness, a bond to the latter, saying : " Take this, but do not wrong your children, and do not also that of a mortgage your property," this was held in accordance ' with the above doctrine a valid donatio mortis causd for the son's benefit Qi). On the same principle a promissory note, I. 0. U., or a a policy of policy of hfe insurance (i), may pass as a donatio jmortis missOTy^notej"' causd; also money due on a banker's deposit note (i) ; banker's de- so that the law may now be considered as settled on these i. o.'u. points. But the Courts have proceeded to still greater lengths Bills of ex- in regard to the construction of this kind of gift, and in promissory two comparatively recent cases have held that bills of notes not exchange and promissory notes not indorsed to the donee, donee mortis will pass as donationes nnortis causd (j). "'""'* ™*y This being so, there seems no sound reason why a cheque allowed cheque, which is in the nature of a bill of exchange, should *<> be a gift , , , 1 1 • i p ■ c. , • mortis causd not also be deemed a proper subject oi a giit tnoms only under causd ; but, up to the present time, this description of certain oircum- negotiable instrument has only been allowed to pass as such under certain circumstances, to which we shall presently allude. With regard to a cheque, no doubt if it be given in Case of a prospectu mortis, and cashed in the donor's lifetime by his gider^d. banker, it would have the appearance of a gift inter vivos, because a gift m.ortis causd takes effect only after the donor's death. Again, the probability of the donee being able to cash it after the donor's death would be slight, Qi) Meredith v. Watson, 23 L. J. (j) Emikim, v. Wegmlin (Bill of Ch. 221. See also LangUy v. Exohange), 27 Beav. 303; 29 L. J. Thomas, 26 L. J. Ch. 609 (Gift Ch. 321; Veal v. Veal (Promissory inter vivos). Notes), 27 Beav. 309 ; 29 L. J. Ch. (i) Witt V. Amis, 1 Best & S. 323. Compare these decisions with 109 ; 30 L. J. Q. B. 318 ; and see the Judgmt. of Abbott, C. J., in Amis V. WiU, 33 Beav. 619 ; also Holliday v. AtUnson, 5 B. & C. Hewitt V. Kaye, L. E. 6 Eq. 198 ; 503, in which he states that a pro- 37 L. J. Ch. 633 ; Judgmt. of Lord missory note cannot pass as a donar Komilly, M. B. tio mortis caiisd. 10 WILLS OP PERSONAL PEOPEETY, A cheque is merely an order to obtain a certain sum of money. Illustrative case. because his personalty then devolving on his executor or administrator, the banker, if he knew of his customer's death, would pay the cheque at his peril. It would seem then, at first sight, as though the donee mortis causd of a cheque must in any case be placed in an awkward dilemma (k) ; for if the donor die before the cheque is cashed, the gift is, according to the decisions, lost ; but if we distinguish between the cheque itself and the value thereof, this difiiculty appears to be solved. The intention of a person who, on his death-bed, gives another a cheque, obviously is that the latter shall have the proceeds of it. Accordingly, if the donee cash it before the donor's death, the money must surely be the donatio mortis causd meant to be bestowed. It was stated by Stuart, V.-O., in his judgment in Bromley v. Brwnton (l), and by Lord Romilly, M.R, in Hewitt V. Kaye (I), that a cheque is mer,ely an order to ob- tain a certain sum of money, no matter where it may happen to be, whether in the hands of the donor's banker, execu- tor, or of any other person ; which being so, an additional reason seems to exist for holding a cheque, given under any circumstances, to be a valid donatio mortis causd of its value, and on this ground, that if cashed in the donor's lifetime by his banker, then the proceeds form the gift ; and if presented after his decease to the executor or adminis- trator, the latter must, assuming the above description of a cheque to be correct, be bound to obey the donor's order. Take the following case : A. owes B. a certain sum of money for goods sold and delivered. He gives B. a cheque in payment of the sum due, but before B. can cash the cheque, A. dies. The bankers of A. in con- sequence thereof refuse to pay it. Upon whom then has B. a claim for the liquidation of his debt? Of course upon A's executor or administrator, who virtually cashes A.'s cheque when he discharges the obligation, and not- {k) As was the plaintiff in Beak V. Beak, L. K.. ] 3 Eq. 734 ; 41 L. J. Ch. 470. {1} See p. 11, note; p. 9, n. (i). THK SUBJECT VIEWED GENERALLY. 11 withstanding the fact that it was not acted upon in the drawer's lifetime. It is true that a creditor stands in a position different Creditor's from that of the recipient of a mere voluntary gift, but to^hose oTa^ assuming the deceased person's assets sufficient for all voluntary . . . donee, purposes, the principle of payment both to those who claim debts, as well as to the recipients of gifts, is the same ; and surely a cheque given by a person, whether on his death-bed or under any other circumstances, must be with the intention of making his estate responsible for its payment. What really valid argument then, taking the view held Question by the V ice-Chancellor and the late Master of the Rolls the ruling of as to the nature of a cheque to be correct, can be adduced Stuart, X--0., . and RomiUy, for causing the forfeiture of a gift made by such an instru- m. b,., in ment, even though it be not presented at the donor's bank in his lifetime ? Here is a case to which the preceding observations are Case of Brom- pertinent. A person voluntarily gave a cheque to another, jg'j.^" ''^^ °"' who forthwith presented it on two successive occasions at the donor's bankers on whom it was drawn ; but they, notwithstanding a sufficiencj'^ of funds in their hands, re- fused to pay it, because they doubted the genuineness of the drawer's signature. The cheque in question was held to be a gift inter vivos, and payable as such by the executors of the drawer with interest, although the donor died only three days after giving it (m). With regard to this decision, it is to be observed in the Observations first place that — according to the report furnished — the oited.^ gift was not made exactly in contemplation of death, although delivered by the donor in her last illness, and accompanied by the expression, " should anything happen to me," but that the donor's death chanced to take place three days after the transaction. Had the cheque been (m) Bromley t. Brunton, L. E. 6 Ec[. 275 ; 37 L. J. Cli. 902. 12 WILLS OF PERSONAL PROPERTY, A cheque should be acted upon in drawer's life- time. Gift mortis causd must be made complete by donor. Retention of a cheque by donee mortis ccmsA without presenting or cashing it. Cheques in all cases should be presented for payment at Gift of cheque drawn by donor on his given in actual contemplation of death, and cashed by the donee or presented to the donor's bankers in her lifetime, the proceeds must undoubtedly have been a donatio mortis causd, although in the present state of the law, the reverse would have been the case if the cheque had not been pre- sented until after the donor's death, when the gift would have been neither irder vivos nor mortis ca/wsd. It will be perceived from a consideration of the facts in Bromley v. Brunton that both the donor and donee of the gift had each done aU that was possible to effectuate and complete it, at any rate as a gift of some kind. There was in the first place a perfect delivery of the cheque, and in- asmuch as there were funds in the bank to meet it, the donation was fully executed ; also that its apparent failure was entirely owing to the course pursued by the bankers under an erroneous belief on their part. If, on the other hand, the donee of the cheque had re- tained it until after the donor's decease, without present- ing it for payment, then . its amount would, as before stated, have been neither a gift inter vivos nor mortis causd (n), but, as we shall see presently, must have fallen into the residue of the deceased's personal estate, for the reason, which at present is considered a sound one, that a cheque " is worth nothing until acted upon," that is, pre- sented for payment to the banker, whose authority to pay is revoked by his customer's death (o). In all cases, then, of all intended donations by cheque, this instrument should at once be presented at the bank on which it is drawn, and the proceeds will, should any question arise, and no fraud appear, certainly be held a gift inter vivos (p). It will probably also have been noticed that the cheque in the case under consideration was drawn by the donor (n) Hewitt v. Kaye, L. R. 6 Eq. 198 ; 37 L. J. Ch. 633 ; Bealc v. Bealc, in re Beak's Estate, L. R. 13 Eq. 734 ; 41 L. J. Ch. 470. (o) Tate V. Hilhert, 2 Ves. jun. 111. (^p) Tate V. Leiihead, Kay, 658 ; 23 L. J. Ch. 736. THE SUBJECT VIEWED GENEEALLY. 13 herself on her own bankers. Of course, if a person in owa tankevs, prospectu mortis were to deliver another a cheque, bill of &°., VImcU exchange or promissory note of a third person, of which ^^ ^^ holder, the former was in possession merely as holder, indorsee or payee, such cheque, bill or note would, if given in contem- plation of death, be a good donatio mortis causd, even if not cashed or presented for payment in the donor's life- time. The reason of this is that the delivery of the instrument No indorse- ,, . i.,i • 1 , , n ment by donor to the donee confers upon him the right to the money to donee re- secured by them as did the mortgage deeds in Duffield v. 5?™'^ ^° * Elwes. And further, as we have seen in the case of nego- camd of an tiable instruments payable to the order of their holders, tiabirSstra-"' no indorsement of these by the donor to the donee is ment. necessary to effectuate the gift and perfect the title of the recipient of them Tnortis causd (q). The following is a case in which the gift of a cheque ^^ere a 17 J- _!• /i7 cheque was was held a good aonatw Tnortis causa; but the pecu- held a good liarity of its circumstances is very observable (r). A Mr. ^^^j*" '^'■'*' Ellis, on his death-bed, handed to his wife a crossed cheque for ^61000 drawn by him on his bankers, and accompanied by observations indicative of his intention that it should be an absolute gift; but subsequently remembering the circumstance of its being crossed, and therefore not pay- able over the counter, he requested a friend, one Mr. Billiter, to give his wife a plain cheque of his own for the same amount, and to take the crossed cheque in exchange. This was done, and the latter was cashed in Mr. Ellis' life- time, while Mr. Billiter's was not. The Master of the Rolls, Sir J. Romilly, held, in the Grounds of course of a not very lucid judgment, that the gift was a good one mortis causd, proceeding on the ground that the crossed cheque was in the hands of Mr. Billiter, really in trust, and for the benefit of Mrs. Ellis, who, accordingly {q) BanHn v. Weguelin, supra ; affirmed in 4 De G. M. & G. 249 ; and Veal v. Veal, p. 9, n. (j). 22 L. J. Oh. 716. (1-) Boutts V. Ellis, 17 Beav. 121 ; 14 WILLS OF PERSONAL PROPERTY. Case affirmed on appeal. Cheque given by dying hue- band to his ■wife, "with an indorsement as to the object of the gift, held an appoint- ment of the sum secured. Where gift is neither inter vivos nor mortis ccmsd. Presentment of cheque after the death of the donor mortis causd. ■was entitled to receive the amount for wliich it was drawn (s). On appeal to the Lords Justices, Sir J. L. Knight-Bruce and Sir G. J. Turner, this decision was upheld ; but it is to be regretted that these two profoundly learned judges 'gave no reasons for their judgments — which together occupy only eight lines — ^the former merely observing that the gift appeared to him to be as plain and good a donatio Tnortis causd as he had ever seen or heard of; the latter that the gift of the original cheque was never revoked, and that it constituted a good donatio mortis causd. In an old case, already referred to, where a man, on his death-bed, gave his wife a cheque for £100 indorsed with the words, "To buy her mourning," the Court held that the gift would operate as a donatio Tnortis causd in the nature of an appointment, considering it moreover as " an instance of the tender care of an affectionate husband towards his wife," on which joint grounds the gift was upheld (t). In a very recent case, the circumstances attending the gift of a cheque were deemed such as to constitute neither a gift inter vivos nor one mortis causd (u). A man on his death-bed gave, through a third person, a cheque for £4000, together with' his banker's pass-book, to his nephew, who unsuccessfully presented the cheque after his uncle's death. In a suit for the administration of the deceased's estate, the nephew claimed the £4000, and the counsel who appeared for him, while admitting that the (s) This is in accordance with JDrury v. Smith, 1 P. Wms. 403, where it was held that a third person might receive a donatio mortis causa for the donee. The circumstance that all gifts mortis causd raises an implied trust in the donee for the donor, which exists during the latter's lifetime, but no longer, is to be remembered. {t) Zawson v. Lawson, 1 P. Wms. 440. Lord Eosslyn considered that the true reason for this decision was the appointment. Tate v. Hil- bert, 2 Ves. Jun. 121. (u) Beak v. Beak, in re Beak's Estate, L. R. 13 Eq. 734 ; 41 L, J. Ch. 470 ; see also Farquharson V. Cane, 2 Coll. 356 ; 15 L. J. Ch. 137, Judgmt. of Knight Bruce, Y.-C. THE SUBJECT VIEWED GENEEALLY. 15 gift could not operate as a gift inter vivos, contended that it would yet take effect as a donatio mortis causd, sug- gesting, moreover, that the delivery to the donee of the banker's pass-book was analogous to that of giving to him a banker's deposit note. Bacon, V.-C, however, said that " the authorities wpre clear that the estate of a deceased person was not liable for the amount of a cheque of which he had made a gift in his lifetime, but which had not been presented until after his dehih, since the death of the drawer revokes his authority to the banker to pay his cheques." His Honour also observed that the difference Difference between a customer's pass-book and a banker's deposit tankerWcpo- note was " enormous," without, however, pointing out that sit note and difference. But the term " enormous " is correct, because pass-book as the relation existing between a banker and his customer explained, is only that of debtor and creditor (x), the entries in a Entries by a pass-book, although made by the banker, as they always customer's are, cannot possibly be more than prvmd facie evidence pass-book only agamst him {y) ; that is to say, he may, it he can, prove evidence that the entries were made by mistake, for, whether made f'S'^"'^* ^^^ •' ' ' banker. on the debtor or creditor side of the book, they are merely items in an account current, afterwards to be examined and adjusted (y). A deposit note, or, as it is sometimes called, " an ac- countable receipt for a deposit," on the other hand, is by itself proof of the lodgment by the customer of a sum of money. Like a similar note for goods, this instrument may pass from hand to hand by a valid delivery thereof, is not a chose in action, and requires no assignment (z) ; it, in fact, partakes largely of the character of a negotiable security, and in America an acknowledgment of this kind has been held to be such (a). (a) Expcurte Wa/ring, in re Agra (a) Woodhams v. The Anglo- amd Mastermcm's Ba/nk, 36 L. J. Australicm and Universal Family Ch. 151. lAfe Assurance Company, 3 Gitf. (y) Commercml Bank of Scotland 238, Judgmt. of Stuart, V.-C. V. Mind, 3 Macq. H. L. Cas. 643 ; (a) Miller v. Austen, 13 Howard's per Lord Campbell, C. U. S. Eep. 218. 16 WILLS OF PERSONAL PROPERTY, Bemarks on the former doctrine of the Courts con- cerning gifts Modern doctrine. Leaning of the Courts at the present day as regards gifts mortis causd. Decisions of our Courts which recognise bills of ex- change, promissory notes and cheques as suitable subjects of gifts mortis causa ai-e, it should be observed, depar- tures from what were once the established rules of law on these matters, and it is to be hoped that all restrictions now existing as to the last-named instruments operating as such, under all circumstances, wiU at length be removed. In former times, it was considered that a biU or note not payable to bearer could not be a valid gift mortis causd, for the reason that its delivery to the donee transferred no property whatever to him, except that in the paper of the document ; and in the case of a bill or note payable to hearer, it was thought that the donation amounted to a present absolute gift, and consequently could not be a donatio mortis causd (h). But this seems like an attempt to create a distinction without a difference, since a nego- tiable instrument being one, the property in which, with the possession, passes from one person to another like coin, the same might as well have been said as to the transfer of a bag of money, or that of a watch or other chattel, which always could pass by delivery as donationes Tnortis causd. Accordingly, as we have seen, the old doctrine in these cases has been departed from. Equity now looking to whether the delivery of that which presumably confers a title to intended gifts, is sufficiently complete to bestow upon a donee the right to claim its assistance in securing the property represented by the instrument transferred. The truth is, that although the Courts have not been inclined to this species of gift in any form — Lord Eldon having gone so far as to express a hope that it might be abolished from our legal system altogether (c) — ^yet it is evident that there has been of late an inclination shown (5) Toller's Exors. 233. See Tate V. Hubert, ubi infra. A bill specially indorsed, that is to a par- ticular person, is of course not ne- gotiable. (c) See his judgment in DuffieU V. Elwes, 1 Bligh, 633. ■J'HE SUBJECT VIEWED GENERALLY. 17 to lay hold of any circumstance connected with gifts of this kind when once made, to give them the operation of donationes mortis causd, where that of a gift inter vivos cannot take place. This certainly accords with that prin- ciple of our testamentaiy law which has for its aim the carrying out a testator's intentions in regard to those whom he may have wished to benefit, and the present leaning of the Courts in respect to these " improper lega- cies " is only in harmony with that policy, conspicuous in our days, the design of which is to generalise legal prin- ciples, enlarge their spheres of action, and make them operate so as to meet alike the requirements of the com- munity and those of common sense. Thus, it may now be said that all negotiable instru- au negotiable ments, which by mere delivery pass the property secured mstniments ' -^ . J jr J jjiay now pass by them to a donee, namely, bills and notes, payable to as donatimes bearer or order, and indorsed in blank, which are com- """" monly treated as money for other purposes, may, like money, pass as donationes mortis causd (c). Also that many instruments which are simply securities for money, and therefore choses in action, may now form valid gifts mortis causd, so as to enable the donee of them, in his own name, to recover what is secured thereby. Moreover, it is apprehended that the new provisions of the Judica- ture Act 1873, sect. 25, sub-sect. 6, which alter the former rule of Equity so far as to require choses in action to be assigned by writing, will not affect donations mortis causd, these having heretofore, of late years, been privileged in their transfer as against gifts inter vivos, and the Judica- ture Act 1873 refers to transactions inter vivos only. Accordingly, as we have seen, a bond debt, a policy of Eeoapitulatoiy remark. (c) Byles on Bills, 176. 1 Wms. are transferable so as to enable the Exors. pt. 2, bk. 2, ch. 2, sect. 4. holder to sue in his own name. "Negotiable instruments" are those Negotiable instruments are choses in which the legal right to that in action, and not chattels personal, which is secured by them, and the as stated in the case of MoNcilugc right to sue on them in case of de- v. Holloway, 1 B. & Aid. 218. fault by the person liable on them. 18 WILLS OF PEUSONAL PROPERTY. Policy of the Courts. insurance, mortgage deeds, a banker's deposit note, bills and notes payable to order, even when not indorsed, may so far pass to a donee mortis causa by delivery, as to confer upon him either an equitable title to the property secured by them, or at least a right to claim the assistance of the Equity Division of the High Court of Justice in maintaining his claim thereto. The same may also be said of government securities (d) ; and, indeed, of most securities for money, the policy of the Court being to put these, on the same footing with nego- tiable instruments, so far as regards their capability of being given as donatio mortis canisd. An I U, it is thought by Mr. Justice Byles, will not operate as a gift mortis causa. (Byles on Bills, 17(3.) But yet this, like a bond, is evidence of a debt, at least as between the parties, although the former is of course evidence of a specialty debt and the I U only of a simple contract debt, a dis- tinction recognized in Gardener v. Parker, 3 Mad. 185. Still, the same might be said of a promissory note, in fact, there seems now to be no cause for excluding an I U from operating as a donatio Tnortis causd, and the judg- ment of Lord Eomilly in Hewitt v. Kaye, in which his Lordship mentions this species of instrument as capable of passing, also accords with this view. Lastly, anything in which the property and the possession are usually deemed inseparable for other purposes, can be bestowed moHis causd, if duly delivered, made in contemplation of death, and remain unrevoked by the donor. It is necessary now to notice the last feature in our Government W " Government securities, as securities. distinguished from stocks or funds, seem to be nothing else than Ex- chequer Bills " ("Wms. P. P. 258) ; and these latter are bills of credit of a promissory character issued by the Exchequer under the authority of parliament, and form the greater portion of the country's unfunded debt. But as regards investments by trustees, government securities are commonly understood to signify the Three per Gent. Consols, the Reduced, or New Three per Cent. Annuities, as well as Exchequer Bills. See General Order of tlie Court of Chancery, Feb. 1, 1861. THE SUBJECT VIEWED GENEEALLY. ]9 inquiry coucerniTig the points of difference between gifts A donatio inter vivos and those mortis causd, which is this : Both ''^temZe at Law and in Equity a donatio mortis causd may take ^^ ^ husband 1 1 i 1 1, J J -J- . to his wife and place between husband and wjie. ' ^ce versd. By the general rule of the Common Law, all gifts vn.ter All gifts inter vivos made between persons standing in this relation are ^°^ between void, for the reason furnished by another principle of the wife void at same system, namely, that, while living, husband and wife °"^™°" ^^■ are one person (e). In the ancient Common Law the power of devising and The power of bequeathing existed, but after the feudal system gained a hmu^ii^e footing in England^ the former privilege was put an end to, ^^'^^^^ hy the , . ? . , , . «. 1 Common Law, and remained m abeyance— except where it was effected but the former in an indirect manner by the operation of uses — from h'^th^f''^^? the time of HenrjII. to that of Henry VIII. During the system. reign of the latter sovereign, two important statutes were passed, one the celebrated Statute of Uses (/), which statute of turned previous uses into legal and beneficial estates, "^ ^* the other enabling the holder of lands in socage tenure — that is, without the military services and incidents of other property — to devise them at his pleasure (g). By the former of the above enactments the old Com- mon Law rule as to a husband's inability to bestow a gift of realty on his wife during his lifetime, was enabled to be virtually set aside, and by the latter, he could devise his lands to her as well as to any other person. As re- Statute of wills gards the bequeathing power, this has always existed in Hen.VliF'' England Qi). {e) Co. Litt. 112, a. This is of marriage is called coverture, as if evidently founded on the statement from tegere to cover, for the wife is of Holy Scripture in Gen. ii. 24, and sub potestate viri, and the governing other places. The words recorded maxim of the Common Law on this were no doubt intended to empha- subject, is omnia qim sunt %ixoris, tically indicate the close, uniou of sunt ipsius viri, Co. Litt. 112, a. Imsband and wife rather than to (/) 27 H. 8, c. 10. dictate any principle connected with (g') 32 H. 8, o. 1, which was fol- what may be termed their municipal lowed by 34 & 35 H. 8, c. 5. relations to each other. In the {h) 2 Black. Comm. 491. language of the law, the continuance c 2 20 WILLS OF PEESONAL PROPERTY. Doctrine of equity as to gifts of any kind between husband and wife. VThy donations ■mortis caitsd are valid at law. DoTiatio mortis causd from husband to wife, and vice Points of resemblance between a donatio mortis causd and a legacy. But independently of any statutory powers, Equity, which has so often invaded the province of the older system of jurisprudence — and that, too, with benefit to the community, although some doubt the advantage in this instance— has, as regards gifts inter vivos made between husband and wife, for a great number of years past ignored its rules (i), and has held the doctrine that gifts (i) and even contracts between married people are valid (k) and enforceable as between debtor and creditor (Jc), if made in good faith, and are not so unreasonable (l) in extent as to induce a suspicion of fraud or undue influence (m). A devise and a bequest can operate at law, because both are incomplete until after the death of the person who makes them, and it will be remembered that a gift mortis causd is one of a testamentary character, which, of course, is not the case with one inter vivos. A donatio mortis causd, then, from a husband to his wife may, for the above reason, take place both at law and equity (n), and vice versd when the wife's gift to her husband is the savings of her housekeeping money, and so forth, or generally of something which forms a portion of what is called in equity her separate estate, if there be no general clause of restraint on alienation or anticipa- tion in the instrument creating it ; in other words, if the property be absolutely hers, and alienable by her at her pleasure (o). The next thing to be noticed is the difference between a donatio mortis causd and a legacy. We might, how- ever, with more propriety, perhaps, consider the resem- (i) Slanning v. Style, 3 P. Wms. 338 (1734). See Lord Hardwicke's judgment in Lucas v. Lucas, 1 Atk. 271(1738) ; Stor. Eq. Jur. §§ 1374-5, and Essex t. Atkins, 14 Ves. 542. {k) Woodward v. Woodward, 3 De G. J. & S. 672. {I) Beard v. Beard, 3 Atk. 72. (m) Sm. Man. Eq. Tit. 5, ch. 3, sect. 1 ; Nediy v. Nedhy, 5 De G. & S. 377 ; 21 L. J. Ch. 446. (n) Laioson v. Lawson, 1 P. Wma. 441 ; Miller v. Miller, 3 P. Wms. 356 ; Bouts v. Ellis, 4 De G. M. & G. 249 ; 22 L. J. Ch. 716. (o) The doctrine of a. married ■wova&u's separate estate will be re- ferred to at length in a, subsequent Chapter. THE SUBJECT VIEWED GENERALLY. 21 blance rather than the difference between them, since it A gift mortjs may be affirmed generally that wherein a donatio mortis able during caiisd differs from one imter vivos, therein exists its like- ^P'^""^'^ 'i^e- time ; ness to a legacy. Thus, unlike a gift inter vivos and like |g subject to n legacy, it is revocable during the lifetime of the donor, tis debts ; is subject to his debts, also to legacy duty ; it can be, as ™^y be given we have seen, made at law by a husband to his wife, and and wife to vice versd ; it can, moreover, be satisfied by a legacy to ^" ° ^^ ' the donee, if a stranger, which is not generally the case legaoy duty ; where the original gift to the subset[uent legatee was one may be satis- inter vivos (p). But it is obvious also from the definition igtacy^ ^ of a donatio mortis causa that such a gift cannot be re- cannot be voked by any subsequent Will, for the simple reason that it revoked by •/ •' J^ >■ subsequent is only perfected by the donor's death, and this event cannot wJl. both effectuate and nullify the gift at the same time. The points of difference between this kind of donation points of and a legacy are these : — A donatio m^ortis causd is 'iiference = l' _ . between a claimed against the executor, whereas a legacy is claimed donatio mortis /I !• 1, .■ 7 /• ,• 'iT'^i, causd and a rom him. At one time, a donatio mortts causa, it with- ie»aoy. held was recoverable from the donor's representatives by The former Is action of trover in a Court of law, (q) whereas a legacy, recoverable^ under the same circumstances, was generally recoverable representatives only by suit in equity, because an executor is in the posi- trover Tn the tion of a trustee, and not that of a debtor, to the legatees. High Court of If, however, the executor, or administrator {cum testa- mento a/nnexo) had assented to a specific legacy of chattels, then an action of trover would have lain against him for their recovery, but where the legacy was of a general, that is, a pecuniary character, the jurisdiction of equity was exclusive (r). Henceforth, however, a donatio No assent of executor re- {p) 2 Sp. Eq. Jur. C. C. 330. tense. But this is in reference to quired. (q) See Thomson V. Batty. Stinnge, the operation of the Judicature 777; which, however, was a case of Acts, which have abolished the dis- an executor claiming against the tinction between actions at law and donee. suits in equity, every proceeding (r) Wms. Exors. Pt. 5, hk. 2, being now called an "action." See ch. 1, 1932-3. "We speak in the sect. 2i of the Jud. Act, 1873, and ■ text of the respective jurisdiction Order I. Rule 1, of the Jud. Act, of Law and Equity in the past 1875. 23 WILLS OF PERSONAL PKOPEETY. The donee takes it on tlie authority of donor alone. A donatio mortis causd cannot be proved in the Probate Division of the High Court. Donor's decease perfects the gift mortis causd. mortis causd and a legacy also, will be recoverable by an action in the High Court of Justice, in the manner pointed out by the Judicature Acts. A donatio mortis causd does not, like a legacy, whether general or specific, require the executor or administrator's assent to render it complete (s), for the executor stands in the relation of a declared trustee to the recipient of the gift (s). The donee mortis causd .then, simply keeps his donation without reference to the executor, whereas if a legatee takes his legacy without the executor's assent, he will be liable to an action of trespass or trover (t). A donatio mortis catisd requires no proof in the Probate Division of the High Court of Justice to give it validity, for its delivery to the donee, coupled with the event of the donor's death, establishes it; but in the gift of a legacy, its delivery to the legatee can only take place by virtue of a Will, which itself cannot operate until after the testator's death, and, in respect to legacies, as we have just seen, only by the assent of the executor or administrator (cum testamento annexo). So that, in the case of a legacy, the legatee acquires neither the possession of, nor the property in, his gift until the donor's decease ; whereas, in that of a valid donatio mortis causd, he ac- quires,at least, the complete possession thereof in thedonor's lifetime, although not the full property therein, until his death ; because the gift is liable to be defeated by the re- sumption of ownership by the giver, or by his recovery from the illness which imperils his life. The donee mortis causd can have only a special property in the gift, although its delivery to him by the donor confers upon him a title to it absolutely in the event of the donor's death (u). (s) Tatev.Bilbert,2YesJiin.l2n; Lawson v. Zawson, 1 P. Wms. HO. (t) Wms. Exors. pt. 3, bk. 3, ch. 4, 1374. (u) Edwards v. Jones, 1 Myl. & Cr. 226, Judgment of Lord Cottcn- ham, C. The property in a chattel must not be confounded with the corporeal dominion over it. This is considered as equivalent to posses- sion, which if it do not continue in the donee, the gift is at an end. Per Lord Ilardwicke in Wardv. Turner, 2 Ves. 431, 1 L, C. in Eq. 90C. THE SUBJECT VIEWED GENERALLY. 23 The distinction between property and possession may PropeHpa-ai. be seen in the old maxims which say that, Property draws after it the right of possession, and that He who hath possession hath right against all but him that hath the very right. A person may have the property in a thing without actually possessing it, and vice versd, but the property in a thing confers the right to its possession, although the converse of this proposition is not true. In other words, property — or that which furnishes the unques- tionable right of disposing of a thing in any manner what- soever — ^includes the right of possession, whereas it is obvious, that possession alone, as for instance, that by a thief of stolen goods, does not necessarily include the property in, or just ownership of, such goods. The second ,of the two maxims just quoted may be Armory v. illustrated by the well-known case of Armxyry v. Beta- '"^'^^"^■ mirie (v), which affirmed the previously enunciated principle of law that, mere possession of a chattel forms a sufficient title thereto as against a person who acts wrongfully in regard to it, as in the case cited, where it was held that the finder of a valuable article of property might maintain an action of trover against one, not the owner, who had withheld it from him. The maxim may also be exemplified by another equally Miller t. Eace. celebrated case, that of Miller v. Race (v), which estab- lishes the rule forming an exception to the general law of England as to the acquisition of title to personal chattels, that in negotiable instruments, both the property and possession, like that in coin, will pass by delivery. In the former case, the finder and possessor of a lost jewel was held to have the very right, except as against the true owner ; and in the latter, the possessor of a bank-note taken by him bond fide and for value, was held entitled to retain it as against its former owner from whom it was stolen. The very right thereto was held to have passed (v) 1 Sm. L. C. ; see also the in- worth, 21 L. J. Q. B. 75. teresting case of Bridges v. Hawkes- 21 WILLS OF PERSONAL PROPERTY. Gift mortis causd of a negotiable instrument indorsed or payable to bearer. Extent of pro- perty passed to a donee mortis causd by deli- vering to him securities for money and by negotiable instruments. Negotiable instruments are not chattels per- sonal, although money itself is. away even from him, " upon account of the currency " {x) of the note which passes from hand to hand like money. If then, a donor inortis causd give a person a nego- tiable instrument indorsed and payable to bearer, it may be stated, that in such a case, something like a property therein does pass to the donee, but with a liability to divestment on the recovery of the donor, or by his revoca- tion of the gift. In no case, however, of the delivery of instruments, other than those to which the epithet " negotiable " may be strictly applied, can anything like the property in them be said to pass to a donee mortis causd ; for although, as we have seen, certain documents, simply securities for money or debts, have been allowed to be transferred as donationes mortis causd, thereby placing the donee of them to some extent in the same position as the donor, and sub modo conferring upon the former a full right to wiiat is secured, yet such instruments, it must be remembered, arc not negotiable. The property of a donee in them, or rather their value — if indeed he can be said to have any at all — is only of a very inchoate character, and not at all equal in ejstent to that, itself only of the same character, which he would have in a chattel or negotiable instrument delivered to him for the same purpose, namely, to create a gift mortis causd on his behalf. It was stated by Lord Ellenborough, C. J., in McFeilage V. Holloway, that a bill of exchange, and therefore a pro- missory note might, at least for certain purposes, be con- sidered as a chattel personal {y). The case in which this dictum occurs has, however, been several times since departed from {z), and the particular observation of Lord (a-) Judgment of Lord Mansfield, C. J., in Miller v. Race. (y) 1 B. & Aid. 221. Bills, cheques, bonds, promissory and all bank notes, may be regarded so far as chattels that they can be taken by a sheriff under the writ of fieri facias— I & 2 Vict. c. 110, s. 12— but eren if so looked upon as such for this purpose, for all others they are choses in action. («) See Michards v. Richards, 2 B. & Ad. 447 ; 9 L. J. K. B. 319 ; Gaters v. Madelcy, 6 M. & "W. 423, THE SUBJECT VIEWED GENERALLY. 25 Ellenborough was on one occasion pronounced by Parke, B., to be erroneous (a). But notwithstanding this, it is to A negotiable be observed that the delivery mortis causd of any negoti- a°cAos™8^ able instrument, which in the ordinary course of things is motion. a chose in action and not a chattel, must of necessity transfer to a donee as much property therein as there would be transferred by the gift of anything else which might happen to be strictly a chattel. The reason of this is, that a negotiable instrument — being equivalent to money, itself a chattel personal — partakes, when bestowed as a gift mortis causd, both of the character of a chose in action and a chattel. This property spoken of is, in every case of the kind Limited cha- under consideration, limited, since in no instance what- p^rty^of ^™' ever of a donatio mortis causd, whether of a chose in donee in any 1 . , . . gift mortis action or a chattel, can a complete property, in the strict causti. sense of the word, pass from a donor to a donee, but it may be said without refining too much, that, in gifts of chattels and negotiable instruments, a more perfect property is conferred on the recipient of them than where instruments, which are merely securities for money and nothing more, are bestowed. But in both cases the gift is When full pro- rendered complete only by the happening of the same accrues"^ event, the donor's death, and in both also the gift may be taken back by him on his recovery, or by his revoca- tion thereof before his decease. In all cases of valid gifts mortis causd it may shortly What a donor be said that the donor must part with the possession of '^"^'^^if^ and the dominion (6) over his gift, but not with the all cases. property therein, inasmuch as during his lifetime it is re- vocable by hira at any time from the direct donee. If indeed the property and the possession were to be trans- 427 ; 9 L. J. Ex. 173 ; Sherrington ing the decision of the Q. B., Kelly, V. Yates, 12 M. & W. 855 ; 13 L. C.B,, dissenting. J. Ex. 249 (Ex. Ch.) ; Fleet v. (a) See his Judgment in Gafers v. Perrins, L. R., 3 Q. B. 536 ; 37 L. Madeley, see note (z), p. 24. J. Q. B. 233 ; also L. E. Q. B. (Kx. (S) Eeddell v. Dobree, 10 Sim. fch.) 500 ; 38 L. J. Q. B. 257, affirm- 244'; Tapley v. Kent, I Robert, 400. 26 WILLS OF PERSONAL PEOPEETY. ferred the gift of course would be absolute and irrevocable, like one intentionally made inter vivos. Whether it is revocable from a mere agent appointed by the donor to I bestovy the gift on the donee is another question which will be noticed presently. Case of a donee Suppose that A. on his death-bed, gave to B. a roll of appropriating Bank of England notes, saying to him at the same time — gift before "they are to be yours, but only in the event of my death " donor's death. -^ , ^ ■.-.■.„,■ ^ i .a j — and that B. should forthwith, unknown to A., spend them, say in the payment of his own debts. Here, as the gift was of bank notes, negotiable instruments, the transfer of them conveyed to B. both the possession, and that limited property in them we have pointed out. Yet both this possession and property would be liable to defeat by the donor's resumption of his notes ; therefore, negotiable instruments, and all other things capable of passing as gifts imortis causd, are practically speaking on pretty much the same footing, so far as regards the extent of the property transferred by a donor. What is the In the imaginary case just put, the fact of the donor precise relation . i ■ i i x i • -/-i i -i in -which a ^ot bemg able to resume his giit because it was appro- donee moriw priated by the donee, introduces the question as to what causa stands f ■' . . . ' to a donor in in any casO' — since only an inchoate kind of property passes lifetime^"^ ^ *'° ^ donee mortis causd until after the donor's decease — is the precise relation existing between a donor and a donee mortis causd, during the former's lifetime. A donatio The answer to this is, that in the case supposed, and raiseranTm- indeed, in every other of a gift mortis causd, by the trans- plied trust ference of the property by the donor to the donee, the ■will re-deliver creation of a trust is at once implied (c), which trust is the gift should ^^^^ i^q latter will return the gift whenever called upon the donor not ° ^ die. by the donor, personally, to do so. Accordingly, the retention of the gift by the donee, after its revocation by the donor, or his dealing with it in his lifetime as in the case above put, would be an improper conversion, if not a fraud, and as such, remediable by an action of trover, (c) See Lord Eldon's Judgment in DuJficUy. Elioes, 1 Bligh, N. S.497. THE SUBJECT VIEWED GENERALLY. 27 It would not, however, be punishable crinainally as a A donee mortis breach of trust, because the statute against fraudulent however, be ' trustees, has reference only to trusts expressly created by F^is'ied as a deed, will, or some instrument in writing (d), and not to trustee. implied or constructive trusts. It is not necessary for the donor mortis causd to No express expressly declare that the gift is made conditionally ; — viz. required to bo to take effect only in the event of his death ; for if the gift ^'^^ ^^ ^^. 1 . 7 .77 7 1 . » ,. donor morns be made during his last %ilness, the law infers the condi- camA that the tion that the donee is only to hold the subject in case the ferVoThir' donor die of that indisposition from which he is then recovery from ~. . , , illness, as the suffering (e). la^ implies "We now come to a highly important matter in con- ^^^ i' w'^' '*" nection with donations mortis causd, namely their ^^^ ^^^^^^ Delivery, ignorance or a disregard of which has proved of a downio 1-n j}T,' J." i- ,1 'r, mortis ca'iisd q£ a prontic source 01 litigation respecting these guts. gj-eat import- With regard to the Delivery of a donatio mortis ^''s- causd, the general rule is that. It is necessary to the '^^'^f ^^ ™l<' ^ . . ° . . '' on the subject. validity of every such donation that it should, where possible, be actually placed in the hands of the recipient thereof (/), either by the donor himself, or by some other person acting at his order or request, the tradition being accompanied by words adequately expressive of the donor's intention. Where the nature of the gift admits of it, a complete Manual trans- manual transference of the possession of that which forms donor to^'donoo the subject of a donatio mortis causd should take place, and that transference ought to be made by the donor himself. If made by him to an agent, acting as such, and Donor cannot not for the donee's benefit, simply for subsequent re- toMs'own^'^' deliveiy to the donee, the gift will fail (g). The donee agent as such, for re-delivery to donee after {d) 24 & 25 Vict. c. 96, s. 80. pp. 774, 775; Trimmer v. Daniy, his death, (e). 1 Eop. Leg. 4; Ifedges v. 2j L. J. Ch. 424. Sedges, Pre. Ch. 269 ; Drury v. {g} Farquharson v. Cave, 2 Coll. Smith, 1 P. Wms. 404. 356 ; 15 L. J. Ch'. 137 ;. Judgment (/) 1 Eop. Leg. 4, et seqq., and of Knight Brace, V.C. See the the cases cited under " Deliveiy" in note in Collyer, p. 362, for other 1 Wms. Exors., bk. 2, oh. 2, s. 4, cases on the subject. 28 WTLLS OF PBESOlSrAL PROPERTY. Observations on the fore- going point. Difference between an agent for donor and an agent for the donee. FarquJiarson V. Cave. Illustrative cise. also should properly receive the gift himself in propria persond (h), while, unlike the donor, it is apprehended that, he cannot of himself delegate to another person his portion of the transaction, namely the receipt of the gift (h), although at the request of the donor, a third person, as we have stated before, may receive it for the donee to his use, as a trustee, in the lifetime of the donor, or perhaps even for delivery after his decease (i), but this is ex- tremely doubtful since Powell v. Hellicar. The particular point of our subject under consideration is attended by a slight difficulty, which requires notice. The definition of a donatio mortis causd, given by Black- stone and other writers, states that a donor of this species of gift may give it himself, or caiise it to be given to the donee. If he may so cause it to be given, a question at once arises as to whether or not the person employed on the occasion by the donor is an agent for him. Undoubt- edly he is, but we must here draw the distinction between a mere agent for the donor to hold the gift to the donors use, and an agent employed simply to hand the gift to the donee, or to hold it to the, donee's use. A person employed in the latter sense is a good agent for carrying out a donor's intention ; but if such person holds the gift in his custody not for the benefit of the donee, but in such a manner that the donor's dominion over it remains as before the delivery, then the doctrine of Farquharson v. Cave (Jc) applies and invalidates the gift. Accordingly, if A. on his deathbed delivers his watch to B., and desires him to take it to C. and present it to him as a gift mortis causd, and this is done before A.'s death, there would be a good delivery, and so if A. (h) Bryson v. Brownrigg, 9 Ves. 1 ; Bunn V. Markham, 7 Taunt. 224 ; Powell V. Hellicar, 26 Beav. 261 ; 28 L. J.Ch. 355. (i) Drury y. Smith, 1 P. Wms. 40i. Lord Cowper, C, decided this case on the ground that pos- session of the gift had lieen trans- muted in tlie donor's lifetime j but the case seems at variance with Powell V. Hellicar, and others, since decided. (/c.) See note (g), p. 27. THE SUBJECT VIEWED GENERALLY. 29 directed B. to hold the watch for C.'s use. But if, as in the analogous case of Farquliarson v. Cave Qc), even A. K donor re- himself were to hand the watch to C, but were yet to nio"oTer™e retain any dominion over it, C. would then hold the ^^ ^ ^ •' . . . , ■.. . thereby invali- watch as the mere agent oi A., notwithstandmg any in- dated, tentions A. might entertain or manifest as to bestowing it on C. Such possession by C. would be " the mere custody of an agent for the principal, and this would amount to nothing. . . . There must he a delivery to the donee or There most be some person for the donee, and the delivery must be t^'^^^OTeeor coupled with an implied trust of delivery back, if required some person by the testator, in case he should recover," which im- "'^ * **"^' pKed trust might perhaps not exist in the case of a delivery to a m^re agent. This was the principle established in Farquharson v. Cave, and which has not since been judicially doubted. Distinctions of this cha- racter may perhaps be thought to be somewhat far- fetched and unnecessary, but at present this particular one is recognised, and having been acted upon by great judges, must be observed until swept away by competent authority. Again, if A. in the above imaginary case, had given the Direction by watch to B. with a direction to keep it and present it to C. EWED GENERALLY. 33 remember the transaction. Three years after this, A. made another Will, revoking all former Wills, and therein bequeathing to the plaintiff £1000, but not mentioning the trunk in question or its contents. He died shortly- after making this Will, and on the trunk being opened, it was found to contain various articles of value, together with a government tally for £500 (r). Lord Cowper held; Decided on tlie on these facts, that the legacy of £1000 was a satisfaction Stkfaction of of the tally for iGoOO, remarking that it was strange that 8^* ^^ legacy. the testator had never said anything as to the presence of this security in the trunk. It will be seen from an inspection of this case, that. Observations notwithstanding the precise reason given for the decision "g^^' "' therein, namely, satisfaction of the gift by a subsequent legacy, yet, as pointed out by Mr. Roper in his very learned work (s), the donation of the trunk as one 'mortis causd, might perhaps have been defeated on other grounds beyond the one stated. In the first place, the gift was not made in apprehension Other grounds or prospect of death, nor yet during the donor's last illness, fuggesl^ed"'"'"" Again — and here Jones v. Selby more closely illustrates the present portion of our subject — " there was no deli- very of the trunk to the donee, but of the key only, so that it appears the delivery was incomplete, and the donation therefore imperfect" (t). The main require- ments to the validity of a donatio mortis causd .were therefore here wanting, and thus, the first reported case on this species of gift, might probably have been decided with reference to the important feature in a true donatio mortis causd which we are now discussing, viz., its delivery to the donee (s). (r) A tally -was a piece of wood G. 3, c. 82. The old tallies were cut with iudentnies or notches in ordered to be destroyed by 4 & 6 two corresponding parts, of which W. 4, c. 15. See more in Spel- one was kept by the creditor, and man's "Glossarium Archseologi- the other by the debtor. Accounts cum," Voc. Tallium; also Whar- were formerly kept in this way. ton's Law Lex. Tallies were used in the English (») 1 Kop. Leg. 16. Exchequer until abolished by 23 (i) Id. Ibid. It is apprehended, WILLS OF PERSONAL PROPEETY. Spratley v. Wilson. Intention merely of donor insufficient. Exceptions to the rule of actual delivery Symbolic delivery. Gifts of ordi- nary chattels capable of passing from hand to hand. Another old case, and one of some quaintness,' -will, though otherwise vakieless, serve to exemplify the doc- trine of delivery as applied to a donatio tnortis causd (u). A person in extremis said to another, " I have left my watch at Mr. K's, Charing Cross, fetch it away, and I will make you a present of it." Gibbs, C.J., held this a complete donation, forgetting that there had been no actual delivery of the watch ; but when the case was cited before him some time afterwards, his lordship at ' once desired the counsel not to mention it, frankly ad- mitting that his previous dictum had been "improvi- dently thrown out." Here, it is seen that there was no delivery, actual or constructive, of the watch, since all the donor did was to make a promise, which simply indicated his i/ntention to bestow the gift, and this, as before stated, is insufficient in any case to create a donatio mortis causd. We have stated in a preceding page (v) that every valid gift mortis causd, must be made by actual transfer of its subject by the donor to the donee, where such a delivery can he made. We have also quoted Mr. Roper's remark on the decision in Jones v. Selby, that, in this case " there was no delivery of the trunk to the donee, but of the key only ..." The respective significations of these two sentences, the former indicating an exception to the broad rule enun- ciated as to the delivery required in cases of donationes m,ortis causd, and the latter referring to what is called symbolic delivery, must next engage our attention. Now, it is obvious that when gifts are made of ordinary however, that at the present day the delivery of the key of a box might, under certain circumstances, con- stitute a delivery of the box itself and its contents ; as for instance, where the holder is informed that he is its beneficial owner, and is not merely the custodian of the key, as in Trimmer v. Danby, 25 L. J. Ch. 424. But we shaU again refer to this point presently. See p. 41. (m) Spratley v. Wilson, 1 Holt, N. P. 10. (1815—1817.) (v) P. 27. THE -SUBJECT VIEWED GENEEALLY. 35 chattels persona], say of a watch, a bag of money, pic- tures, plate, and the like, such articles as these are per- fectly capable of being handed from one person to another. But there are chattels personal, which from their nature, chattels not are not thus manually tran^erable, as, for instance, ships, '^^p'^.'^i^ "^ ™ horses, and carriages, stacks of corn or hay, plate chests heavy articles of furniture, and so forth. Accordingly, two questions here arise, first, Can these Two questions things form the subject of a donatio mortis causd f and *" ^® answered ° •' concerning the second, if they can. How is their valid delivery to be latter things. effected to the donee ? The answer to the former question is, that all the Answers. chattels enumerated therein, can be given as donations mortis causd ; accordingly, it only remains for us to in- quire as to the m,odus operandi in bestowing them as such. Taking first the case of a ship, we must observe that. Case of a ship. although it is in law a chattel personal, yet it cannot, like most other chattels, be transferred in market overt, for the reason that, " there is no open market for the sale of No open mar- them. Indeed, this species -of property appears from very ag^for'^ordinarv early times to have been evidenced by written documents, chattels. and at present always is so, which other moveable goods rarely are " {v). Such being the case, it is clear that a ship cannot, under any circumstances, by mere word of mouth, be transferred either as a gift inter vivos or Tnortis causd. The mode of assigning a ship as pre- Mode of assign- scribed by law (w), is by Bill of Sale, which is a deed, ™f * ^'^^'^ ^^ evidencing the assignment, and this document forms the true and proper muniment of title to a ship, which the maritime courts of all nations will look for and ordinarily require («). (v) Atbot on Shipping, 1. will pass to a vendee or assignee, (w) 17 & 18 Vict. c. 120, s. 55. even though the transfer be not The Merchant Shipping Act, 1854. registered in accordance with the See also 17 & 18 Vict. c. lOi, s. 56, Merchant Shipping Act, 1854. and 18 & 19- Vict. c. 91, s. 11. {x) Per Sir W. Scott in the case T. ffaymen, 2 H. & C. of the ship The Sisters, 5 Eoh. Ad. D 2 918 ; 33 L. J. Ex. 170, a case which 155. shows that the property in a ship 36 WILLS OF PERSONAL PEOPEETY. Remark as to It is perhaps almost superfluous to remark that the a ship. ^° bill of sale, with which we are at present dealing, has nothing to do with the instrument of the same name by which mortgages of personal property are at the present day commonly effected. (See 17 & 18 Vict. c. 36, s. 7.) Formalities The bill of sale required in the transfer of a ship must transfer oia, ^ ^6 executed by the transferor, in the presence of one or sUp enume- more witnesses, and the transferee must make a declaration that he is a fit person to be the owner of such property. The bill of sale and declaration should then be produced to the registrar of the port at which the ship is registered, who thereupon enters the transferee's nanSe in a book kept for the pui-pose. The officer next indorses on the bill of sale a notification of such entry, thereby completing the transaction, and no doubt a due delivery to a donee of this bill of sale by the owner of the ship, if made by him in contemplation of death, would pass the property as a Opinion of donatio mortis causd (x) . The opinion of Lord Chan- or OSS yn. pg^Q^ Kosslyn Seemed to be that such a donation of any other chattel incapable by its nature of manual delivery, might be effected by the mere transfer of an ordinary deed or writing (y) ; but this is doubtful (z) ; and as to ships, we have seen that a series of formalities is pre- scribed by statute for their due and valid transfer. With regard, however, to other chattels personal, the chief Acts of Parliament which apply to their transfer, are those cited below (a), and, as remarked in a former page (6), — if chattels are given by deed, as donations mortis causd, it is not clearly apparent why the simple (x) Toller, Exors. 233. Frauds ; 12 & 13 Vict. c. 106, s. (y) Tate v. Hilbert, 2 Ves. jun. 126). As to the effect of selling a 120, cited in Toller. stolen or wrongfully taken Iwrse in (s) 1 Eop. Leg. 12. "Wms. market overt, see 2 & 3 Ph. & M. Exors. pt. 2, bk. 2, ch. 2, s. 4, c. 7, and to other horses, 31 Eliz. p. 780 ; and see amte, p. 5. c. 12 ; and see Moran v. Pitt, 42 (a) 13 Eliz. c. 5 ; 27 Eliz. c. 4 ; L. J. Q. B. 47. 29 Car. 2, c. 3, s. 17 (Stat, of (i) P. 5. THE SUBJECT VIEWED GENERALLY. 37 delivery of such instrument should not alone operate as a perfect delivery of the property comprised in it. As to certain heavy chattels, such as carriages, horses, Carriages, and so forth, of which it is evident that a person could othercSteis not make a manual tradition to a donee, it would seem not portable or that success in bestowing things like these as gifts mortis transferable. causd, depends to a great extent upon the ingenuity exercised by the donor or his advisers as to the method adopted for effectuating the object in view. The case of Miller v. Miller (c) is in point. There, a Mmr r. testator two days before his death, verbally stated that ^''^^■ he gave his wife a carriage and a pair of horses. The words were uttered in the presence of three witnesses, who at his bidding made a memorandum of the transaction in writing. Sir Joseph Jekyll, M. R., held that this was no gift, because there was no delivery thereof in the donor's lifetime either by himself or by his order. Now, had this testator been cognizant of the law's requirements on this subject, he might have easily bestowed his caniage and horses as a. good' donatio mortis causd, in one of two ways. In the first place, he might have appointed an agent to Donor's agent make a manual tradition of them to his wife, or he might *? '^}'^™'' ' ° chattel to himself have given her the keys of the stables and coach- donee, house, which being the m^ans of securing possession oi The gift of keys the gifts, would probably, even at that period, have been obtaining pos- deemed sufficient to confer the carriage and horses upon session of gift ° , ■*■ m/yi'tis causa, h.ex&%& gdimortiscausd{d). Most certainly such would Deed without be the case now-a-days, and perhaps to the two methods of its delivery. delivery indicated, might be added that other one, con- cerning which, however, there at present exists a doubt, namely by a deed without delivery of the property com- prised in it. (c) SP.'Wms. 356. (1735.) the distinction between a donor (d) See Lord Hardwicke's judg- causing a gift to be delivered to a ment in Ward v. Turner, 2 Ves. party, and delivering the gift to an 431. (1752.) agent as such for himself, the giver. iVbte.— The reader is reminded of 38 WILLS OF PERSONAL PROPERTY. Observations on the above case. Smith V. Smith V. Smith (e), which contains a ruling of Lord Hardwicke when C. J., is an old Nisi Prius case, and turns upon this particular point we are discussing, namely, the effect of a donor delivering to a donee the key of a place wherein is property, intended to be given mortis causd. The facts were these : A. lodged habitually at B.'s house in London, and when A. went out of town, he used to leave the keys of his rooms with B. A. had plate, &c., in B.'s house, and he had been heard to say, that whatever he brought there was intended as a gift to B.'s wife. On A. dying intestate, trover was brought against B. for A.'s goods, but Lord Hardwicke ruled, that the fact of the keys of A.'s rooms being in his possession, coupled, it is pre- sumed, with the other fact of A.'s previous statement, would bestow the possession of the property on B. This, which has been styled " a very confused case," is, however, useful in two respects ; in the first place, it correctly states the law, enunciated too by a judge of immortal celebritj', and, secondly, it further shows the tendency of our great masters of legal principles and learning, to give effect to a man's intention in regard to the bestowal of his gifts, verbal or otherwise. In short, well illustrates the spirit of the maxim — Boni judicis est ampliare jurisdictionem — or, as Lord Mansfield says, justitiam. Janes v. Selby. In speaking on the case of Jones v. Selhy (/), we quoted the remarks of the learned Mr. Koper, in which he indicates that, although this case was decided on the equitable ground of satisfaction, yet it might equally well have been decided on the ground of non-delivery, since delivery of the key of a box is not delivery of the box itself, and that, therefore, the donation was imperfect {g). This view, however, of Jones v. Selhy, although pre- viously quoted by way of illustrating the subject of de- livery, does not appear to be in accord with more modern Opposite views as to JoTies v. Sdly on this point. (e) 2 Strange, 955. (1734.) See the remarks of Gibbs, C. J. , on this case, in Bunn v. Markham, 7 Taunt. 224. (/) At p. 32. (?) 1 Eop. Leg. 16. (1847.) THE SUBJECT VIEWED GENERALLY. 39 opinions, and Mr. Justice Williams states that "the delivery of the key of a trunk has been decided to amount to the delivery of a trunk and its contents ;" for which statement he cites the case in question as an authority Qi). The same writer in the same place, next mentions the ^°°^ in a , J 1 ■ 1 1 • 1 warehouse analogous case oi .goods m a warehouse, which may pass delivered by to a donee mortis causd, when the key of the warehouse means of a key. is delivered to him by the donor as a means whereby he may obtain and keep possession of the property. Thus, the law seems to be settled on this portion of Symbolic , . 1 1 . . „ delivery by the present subject; but there remams one more point for giving a key. our observation, and that is the precise signification of the act of delivering a key, or other appliance, with a view to effect a donatio mortis causd of a chattel which cannot, from its nature or other circumstances, be manu- ally transferred by the donor thereof to a donee. Suppose that a person in contemplation of death, wished Illustrative to give another a quantity of wheat lying on the floor of a barn. It might here be thought that, if the delivery of a box key would effect a transmutation of the posses- sion of a box and its contents, in the same way a handful of this wheat delivered to a donee would, if accompanied with suitable words, be a sufficient gift of the whole bulk. • But this act would really only amount to evidence of the wheat's existence, or merely of an intention to give the whole. Accordingly it would be quite useless as a delivery. An attempt to thus deliver possession of goods is what the law calls symbolic, " and no property could thereby be transferred to the donee," or at the utmost, only a right of action; and "such a delivery, with a view to constitute a donation mortis causd, cannot be established " (i). The celebrated case of Ward v. Turner is the leading The case of \Va7-d V. Turner, (h) 1 "Wms. Exors., pt. 2, bk. 2, 1838. See p. 233. ch. 2, p. 776. The same view is (i) 1 Rop. Leg. 10 ; Judgment of held in Toller on Exors., the last Lord Hardwickp in T^ard v. Turner, edition of which was published in 2 Ves. 431 ; 1 L. C. Eij. 905. 40 WILLS OF PERSONAL PROPERTY. authority to show generally that delivery is necessary to constitute a valid donatio mortis causd, and particularly that delivery of receipts for South-sea Annuities, and pre- sumably therefore of other kind of stock, being merely symbolical, is not sufficient for this purpose, though strong evidence of the donor's intent. The facts, shortly stated, were these : — A Mr. Fly, a solicitor, had in his possession three receipts for South-sea Annuities, which sometime before his death he gave to one , Mosely, saying : " I give you, Mosely, these papers, which are receipts for South-sea Annuities, and will serve you after I am dead." Ward, Mosely's executor, having filed a bill in Chancery against Turner, Fly's administrator, for the transfer of the amoimt of these securities, £600, Lord Hardwicke gave judgment in Turner's favour. His lord- ship observed that after the stock had been transferred to Fly, the donation of the receipts for it was merely symbo- lical, in fact, that these documents were simply so much waste paper; also that even if Fly had delivered his broker's note to Mosely, there would have been no delivery of the possession of the stock without a transfer of the same, or something amounting to that, into Mosely's name. It appeared, moreover, in the course of the case, that Mosely had not retained an uninterrupted possession of these receipts up to the time of Fly's death, so that supposing them to have had any value, the circumstance in question would have invalidated the gift of them mortis causd, since a donor mortis causd must not only part with the posses- sion of his gift, but also any dominion or control over it, although the property therein will still remain with him.' Gift of stock. On the authority therefore of Ward v. Turner, we may assume that no gift, whether inter vivos or mortis causd, of any kind of stock will be effectual, unless there be an actual transfer thereof into the name of the donee. Nor, we may here remark, must it be supposed that what may constitute a gift rnortis causd will in every case form a good one inter vivos. The latter requires THE SUBJECT VIEWED GENERALLY. 41 that the donor should either part -with the whole interest, property, possession, and dominion, or else clearly make himself a trustee for the donee (k). Now, " a symbol is a sign included in the idea which Definition of it represents, e.g., an actual part chosen to represent ^ ° ' the whole. . ." Accordingly, the gift of a portion of the wheat in our imaginary case above stated, and also the gift of Mr. Fly's stock receipts in Ward v. Turner, could only be symbolical of the whole, and therefore respectively powerless by themselves to effect delivery of the gift intended in each instance. We may also add that the key of a box, house, &c., may likewise be symbolical, and of course if it be so given, that is, simply as a part for the whole, the gift would then fail. The^ true object with which a key or other appliance The true object should be transferred with a view to validate a gift inortis °£ ^^ or oS causd, must be either to confer the beneficial ownership means of of the property on the donee, and of which fact he ought mmi^auS,. to be made fully cognizant; or, on the other hand, to enable him to thereby gain possession of the property intended to be given, and not as "a part for the whole '' of such property. If, therefore, the key be given with the latter object, the donation will fail, if, on the other hand, as the means of securing the property, the transac- tion, as a donatio mortis causd will, ■cceteris paribus, be valid and effectual (I). It has been previously observed that a donatio mortis Evidence. ~ causd may correctly be looked upon as a gift in the nature of a bequest, for the reason that its full effect can only be realized after a donor's death. Such being the case, when it is inquired what evidence is required to support a donatio m^ortis causd, we may safely assert that the same (Tc) See the notes to Ellison v. who there discusses this point as to Ellison, 1 L. C. Eq. 2i5. giving a key to execute a gift Tnorlis [1) Ward V. Tvmer. But see caiisd, with his usual clearness and Trimmer v. Danby, 25 L. J. Ch. ability. 424 ; judgm. of Kindersley, V.-C, 43 WILLS OF PEKSONAL PKOPEETY. Number of witnesses requisite to support a gift mortis cansd not prescribed by law. Conflict of opinion as to whether proof is required as to donor's last illness, &c. Mr. Roper's opinion. Who may give! evidence as to/ the delivery of viortis ccmsd. Lord Denman's Act, 1843. number of witnesses required in the due execution of a Will, namely two, will be sufficient to attest the delivery of a donatio mortis causd. The present writer is not aware, however, that the precise number of witnesses required for this purpose has ever been prescribed. What the law requires is, that the evidence shall be clear and beyond suspicion (m), and the main point to which such evidence mxist be directed is the proof of transfer of a donor's possession. There appears to be a conflict of opinion as to whether it will be necessary to show that the gift was made during the donor's last illness, or in contemplation of death (n), but it is obvious that so important an element in the constitution of a donatio mortis causd ought at any rate to be capable of proof, should it be called for. According to Mr. Roper's opinion — shortly put — on this subject, if the gift be made during the donor's illness or only a few days or weeks before his death, a presumption will arise that it was made in contemplation of death, and during a last illness ; but should the donor live for a long time after making the gift, then in such case evidence will be required as to its having been made in prospect of death, or during his last illness, for the presumption in question cannot then arise. In either case, as- the same learned writer proceeds to say, if there be proof given, as of course there may possibly be, that the donation was not made under these circumstances, then, as a gift moHis causd, it will fail. It was formerly a rule in our law of evidence, that a party who had an interest in the result of a legal proceeding could not in consequence thereof, be a witness in the matter. But the Legislature, in the year 1843, being of opinion that, "the inquiry after truth in courts of justice is often (ro) Walter v. Bodge, 2 Swanst. 92 ; Cosnahan v. Grice, 15 Moo. P. C. 771. (») 1 Rop. Leg. 21 ; 1 "Wms. Exors., pt. 2, bk. 2, ch. 2, 771, note. THE SUBJECT VIEWED GENERALLY. 43 obstructed by incapacities created " by the law as it then stoodj passed, under the guidance of a celebrated judge, a statute (o) which dealt a severe blow to the above mis- chievous rule. The statute in question however, strange to say, did not include the persons who are always best able to inform the judge and jury as to the differences to be determined, namely, the parties in litigation themselves. Accordingly, another enactment was passed in 1851 (p) Amendment to amend Lord Denman's Act, and which made the parties •*^°*' ^^^^' to any suit or action, except for adultery and breach of prqmise of marriage, not only competent, but compellable, to give evidence, either vivd voce or otherwise, in any civil proceeding in which they may be interested. And now, "The Evidence Further Amendment Act, 1869," 32 & 33 Vict. * c. 68, allows parties in the last-named forms of proceedings to give evidence therein. This being so, when a question arises concerning the The donee validity of a gift mortis causd, the donee thereof may be "''"■*" """?'* , I "^ may now give a witness himself on the subject, and his evidence wiU evidence on his be received, and will be entitled to the same respect as that of any other person who may be called to give testimonj'. It has possibly occurred to the reader that the bestowal ^y' '^^ ^™i- of a doTiatio mortis causd is a proceeding very similar, donatio mortis if not tantamount to making a verbal, or as lawyers """^f.*" a nun- ° ' _ •' _ .oupative wiU. say, a nuncupative Will (q), but a little consideration will show the distinction between these two modes of dispos- ing of property. We have already indicated (r) wherein a gift mortis causd differs from a written Will, and as the same observations are, in a great measure, applicable (o) 6 & 7 Viot. 0. 85 : Lord Den- prohibited by the Wills Act, 1838, man's Act. 1 Vict. c. 26, except those made by (p) 14 & 15 Vict. c. 99, Law of soldiers, marines, and seamen of the Evidence Amendment Act. royal navy when in actual service, (q) We shall have occasion in that is, on an expedition. 1 Wms. another part of this work to refer Exors., pt. 1, bk. 2, ch. 2, 117. to nuncupative Wills, but it may (r) P. 21. here be remarked that they are 41 WILLS OF PERSONAL PROPERTY. Mode of recoTering or defeating the gift by an action in the High Court of Justice. Recovery of legacies at law before the Judicature Acts. Common Law jurisdiction of a very limited character. Grround of equity juris- diction. in the case of a nuncupative Will, we need make no further reference to this point (s). The last matter for notice in connection with donations mortis causd, is that concerning the mode of recovering or defeating them through the instnimentality of the new High Court of Justice. Before the recent Judicature Acts (t), if an executor or administrator cum testamento annexo had assented to a specific legacy (u), an action of trover might have been maintained by the legatee for the recovery of his legacy, or, if an executor held a general legacy (m) to which _he had expressly assented, it might have been recovered in an action under the common count for money received, provided that the defendant held the amount merely as an agent, and not in his character of executor (x). But, as a matter of fact — almost inferable from the above statement— the jurisdiction possessed by the late Common Law tribunals over the subject of legacies was of a very cir- cumscribed character, and chiefly for the reason that they were unable to impose terms on the parties suing, whereas Courts of Equity could do so (y). The consequence of this was that equity, long ago considering an executor to be a kind of trustee for the legatees under a Will, made that circumstance one of the main grounds of its jurisdiction in enforcing payment by the executor of a legacy, or dis- tribution by him of personal estate (z). {s) As to the Roman Civil Law concerning Donations mortis catisd, see Just. Inst. 2, 7, 1, and the note in Sandars's edition. {t) 36 & 37 Vict. c. 66, and 38 & 39 Vict. c. 77. {u) By a specific legacy is meant a gift by Will of some particular specified thing as a term of years, a horse, a piece of furniture, and so forth. A general legacy is one of a pecuniary character, payable out of a testator's general assete. But money in a bag or box may be a specific legacy (Lawson v. Stitch, 1 Atk. 508). (x) See 2 Wms. Exors., pt. 5, bk. 2, ch. 1, 1934, and the cases there cited. Toller, Exors. 46.', 466. (y) Decks v. Struit, 5 Term Rep. 690 ; judgt. of Lord Kenyon, C. J.; Jones V. Tanner, 7 B. & C. 642. (s) Sto. Eq. Jur. ch. 9, § 534 ; Sm. Man. Eq., Tit. 2, commence- ment of Chap. 1. THE SUBJECT VIEWED GENERALLY. 45 What little authority in these matters was possessed Ecdesiastioai by the old Ecclesiastical Courts was abolished by the ibSished°i!i 20 & 21 Vict. c. 77, s. %Z, so that Equity has now, and 1857. practically had before this statute, an exclusive jurisdic- tion over proceedings, or, to speak technically, over the remedies, for the recovery of legacies, except under the circumstances above mentioned. The usual mode in which the judgment of the Courts Chancery was obtained until November 1, 1875, was by bill in ^™°^ "™' Chaiicery ; but an easier method for conducting this species of litigation was provided by the statute 15 & 16 Vict. c. 86, s. 45, known ais the Jurisdiction Act, 1852, Jurisdiction under which a specific, pecuniary, or residuary legatee, ' or a creditor, might, as of course, without bill filed or any other preliminary proceeding, have obtained a summons from any of the Chancery Judges of first instance, requir- ing the executor or administrator to attend before him in Chambers, and show cause why an order for the adminis- tration of the deceased's personal estate should not be made. When the order was granted it had the force and effect of a decree to the like effect made on the hearing of a cause between the same parties. The result of the order, when made, was simply to ^^f' "f Order compel the executor or administrator to account for the personal estate held by him ; but should there have been ^^ere bill ft . necessary. reason for seeking to make him liable for any misappro- priation of the assets, or for other misconduct in regard thereto, then a bill must have been filed for the purpose, and this, it has been decided, was the proper course to take under such circumstances (a). After the decree, whether obtained by bill or summons, ^'i^g^l"'"'''^ the next step was to put it in force, and for this purpose the parties attended before one of the chief clerks in Chan- cery, who then gave a certificate or statement furnishing the result of his . inquiries into the accounts and other matters mentioned in the decree. (a) Smith v. Spilsbury, 1 Drewry & Sm. 151. (1860.) 46 WILLS OF PERSONAL PROPERTY, What, if any, changes have heen made in this procedure by the Judica- ture Acts. The terms ' ' Suit "and "BiUin Equity" abolished. Substitution of ■word "action" for all pro- ceedings in the High Court of Justice. The name "Court of Chancery " abolished. How the old procedure as regards re- covery of legacies, ko. is affected generally. Assignment of particular classes of causes to cer- tain divisions of the High Court of Justice. Exclusive jurisdiction of the "Chancery Division " in certain matters. Judicature Acts do not change the above pro- cedure for the recovery of legacies, &c. In consequence of the changes caused by the Judicature Acts, we have, as on a previous occasion, spoken in the past tense of this form of proceduje. Let us now see, step by step, whether these statutes actually do affect it. By the new Judicature Acts, the terms "suit" and " bill " as applied to original proceedings in the former Court of Chancery are abolished, and all such proceedings for the future in the High Court of Justice, except those of a criminal character instituted by the Crown, will be designated by the word " action ;" and the term " cause " is to include any action and also any criminal proceeding by the Crown (b). The Court of Chancery is henceforth to be called the Chancery Division of the High Court of Justice. Where no other provision is made by these Acts or the Rules appended to them, the procedure and practice in existence before their date will still remain in force (c). By sect. 34, sub-sects. 2 and 3 of the first Act, it is made compulsory to assign certain causes and matters to the Chancery Division of the High Court of Justice, and among them are all those then pending in the Court of Chancery, and such as shall be commenced after the com- mencement (sic) of the Act, under any Act of Parliament by which exclusive jurisdiction, in respect to such causes and matters has been given to the Court of Chancery, or to any judges or judge thereof, except appeals from County Courts : also all causes and matters for the administration of the estates of deceased persons. This being so, the practice under the Jurisdiction Act, 1852, in administration proceedings, to which we have alluded, — and to which further reference will be made when we come to treat of Executors and Administrators — is really not changed, since no other provision of a con- trary character appears in the Judicature Acts, or in any of the Rules of Court made under them. (6) 36 & 37 Vict. c. 66, s. 100. (c) 38 & 39 Vict. c. 77, schedule . Preliminary note. THE SUBJECT VIEWED GENERALLY. 47 The only alteration effected in this particular procedure Affect the is that the papers therein, as in all others now, are entitled ^°^.°^ as "In the High Court of Justice, Chancery Division," documents. instead of as heretofore, " In Chancery," and that, in lieu of a Bill of Complaint made in a suit in Equity we have substituted a Statement of Claim — which is only a sim- plified form of the old bill in Chancery — made in an Action in the High Court of Justice. By sect. 77 of the first Judicature Act, it is provided Ministerial that all existing officers performing the ministerial duties Courts, how in aid of, or connected with any Court united and consoli- ^*^^<'*®'*- dated with the Supreme Court of Judicature, shall be transferred thereto. The duties to be henceforth per- formed by these officers will be directed by the Rules of Court, subject to this qualification, that such duties shall be the same, or duties analogous to those which they per- formed previously to the passing of the Act; also that they shall continue to perform the same duties as nearly as may be in the same manner as if the Act had not passed. The functions of Chief Clerks in Chancery Divi- Chief Clerks sion of the High Court of Justice, are not even alluded to '" °'^'^^' by the present Rules of Court; so that putting all the above circumstances together we may thence conclude that the practice hitherto followed in regard to proceed- ings connected with administration causes and matters, and which practice we have above shortly described, is still in force just as it was before the Judicature Acts were passed. It may now be asked what all this has to do with dona- Jurisdiction of tions mortis causd. The reader wiU find on a perusal of of justice in"' the cases cited on this subject that the majority of them causes concern- were decided in the Court of Chancery, and that the ques- mortis causd. tions concerning them were for the most part raised in administration suits, because a donatio Tnortis causd is a gift in the nature of a legacy, and the Court of Chancery, as we have seen, had exclusive jurisdiction over claims for legacies and those made upon the effects of intestate per- sons. The only distinction between gifts by Will and those Former dis- '' a J tinotion be- 48 WILLS OF PERSONAL PROPERTY. tween legacies and donations mortis causd in respect to the mode of recovering them. Modem prac- tice. Rolfs Act, 1861. Chancery Divi- sion of High Court of Jus- tice retains jurisdiction in matters con- cerning dona- tions mortis causd. Conclusion of the subject. Keal estate may be equiva- lent to person- alty in certain cases. mortis causd in this respect, was in fact that which has been pointed out as existing between a donatio fnortis causd and a legacy under a nuncupative Will, namely, that the former is claimed against the executor or adminis- trator, while the latter is claimed /rom them {d). " According to the modem practice, where there is any doubt whether, in point of fact, there was that which would constitute a good donatio tnortis causd, if in point of law the subject of it can be made the subject of such a donation, it has been usual for a Court of Equity to direct an issue or issues to try that fact " (e). But by Sir John Rolfs Act, 24 & 25 Vict. c. 42, it became obligatory on the Court of Chancery to decide all questions of law or fact on the determination of which the title to relief or remedy might depend (/), and it was decided that the Court under the Act was bound to determine questions of fact without remitting the parties tdJ an action at law under the old system {g), and if required by any party to the cause, by a jury before itself (A). These powers have descended upon the Chancery Divi- sion of the High Court of Justice, which as we have seen has exclusive jurisdiction in administrative matters, and accordingly in those appertaining to the majority of do- nationes mortis causd, inasmuch as questions concerning these for the most part arise in administration suits, or as they are now called, actions. Such is a slight sketch of the state of the law as regards this species of gift, and we now return to the considera- tion of some other points more closely connected with our main subject. Although a legacy usually consists of money, goods or other chattels, yet if realty be devised for purposes of sale of which the proceeds are directed to be invested for, or (d) 1 Wms. Exors., pt. 2, bk. 2, 781. («) Id. 783 ; citing Lord Eldon's judgment in Duffield v. Elwes, 1 Bligh, N. S. 531 ; 1 Rop. Leg. 23. (/) In « Hooper, 32 L. J. Ch. 55 ; Young v. Femie, 1 De G. J. & S. 353 ; 33 L. J. Ch. 192. (g) Sgmont v. Sarell, 1 Hem. & M. 563. (h) Under 21 & 22 Yict. c. 27. THE SUBJECT VIEWED GENERALLY. 49 handed over to, certain specified persons, such real estate is, in the view of Equity, equivalent to personalty, on the principle of the maxim that Equity looks upon that as done which ought to be done (i). Such land is also a legacy in contemplation of law. Legacy duty is since the statutes which provide for the payment of duty py?'^ie where on legacies (k), declare that the same duty shall be im- directed by posed upon realty directed to be converted into personalty, ^rteti into '"'' as if it had been, in the first instance, money in the pos- ^°^ej- - session of the testator at his death (I). Money dir-ected to be laid out in land may also, under Money ordered certain circumstances, be chargeable with legacy duty ; as *° ^ J?''^ ""* where a person succeeds to the possession of such money before it has actually been converted into land (m) ; but generally, in accordance with the maxim above stated, equity will regard money ordered by a testator to be con- verted into realty as such, and vice versd (n). This prin- ciple, known under the name of the equitable doctrine of constructive Conversion, is not only applicable to cases of Wills, but also to those where the property is directed to be converted by way of contract, marriage settlement, or in any other manner (n). A legacy may also be of money raised annually by k rent-charc/e way of rent-charge (o), or by ordinary annuity (p) ; but no mayTe"!^ sum of money which by any marriage settlement shall be legacy, subjected to any limited power of appointment to or for (■i) Fletcher v. Ashhurner, 1 Bro. (to) Fletcher v. Ashlurner, supra; C. C. 497 : judgment of Sir T. SeweU, Sto. Eq. Jur. §§ 790—793, § 1213. M. E. See the notes to this case (o) Att.-Qen. v. Jackson, 2 Or. & and that of Ackroyd v. Smithson, 1 Jer. 101 ; Stow v. Davenport, 5 B. L. C. Eq. 826, 872. & Ad. 359 ; Mamergh v. Campbell, (k) 36 Geo. III. c. 52 ; 45 Geo. 3 De G. & J. 232 ; 28 L. J. Ch. 61 ; III. c. 28, s. 4 ; 8 & 9 Vict. o. 76, Booth v. CovXton, L. R. 5 Ch. 684 ; s. 4 ; 16 & 17 Vict. c. 51, s. 53. 39 L. J. Ch. 622. {Vj The Ad/Bocate-Efen. v. Smith, (p) Exempli gratiA, see Alder y. 1 Macq. H. L. Cas. 760 : judgment Lawless, 32 Beav. 72 ; Crow v. of Lord Cranworth. BoUnson, 31 L. J. Ch. 616 ; Wake- (m) De Lancey v. Com. of Inland Jiwm v. Merrick, 37 L. J. Ch. 45 ; Mevemte, L. E. 3 Ex. 345 : 38 L. J. Poole v. fferon, 42 L. J. Ch. 348. Ex. 193. 50 "WILLS OF PERSONAL PEOPERTY. What is a legacy for the purposes of the Legacy Buty Acta. "Annuity" when equal to "legacy" in a ■wiU. Annuity where capital is given over. Forgiveness of debt may be a legacy. Bequest of money to pay testator's debts not a legacy ; other- wise, where given to pay another per- son's r the benefit of any person or persons specially named or described as tbe object or objects of such power, or their issue, shall be deemed liable to duty as a legacy (q), be- cause this amounts only to a gift by marriage settlement. What is a legacy for the purposes of the Legacy Duty Acts, may be seen in the statute mentioned below (g). The word "annuity" in a Will may be equivalent to "legacy," unless a contrary intention be clearly appa- rent (r), and an annuity may be either a charge upon, and payable wholly, or to make up a deficiency, out of the corpus of an estate, in or payable out of the rents, profits, dividends or interest arising from any species of property whatsoever (s). The residuary clause in a Will bequeathing all the rest, residue, and remainder of a testator's personal estate will pass an annuity (f). The gi-ant Of an annuity out of rents and profits, or divi- dends and interest, where the capital is given over, from and after satisfaction of the annuity, and subject thereto, is equi- valent to the case of a legacy and a residuary bequest (m) ; but, as remarked by Lord Macclesfield, a charge on land seems not to be so strong as a gift of a legacy (x). Forgiving a man a debt, is tantamount to bequeathing him a legacy, and legacy duty must be paid on the amount of the debt forgiven (y). Where A. bequeaths money to be expended in the payment of his own debts, his creditors take simply as (y) 8 & 9 Vict. c. 76, s. 4. (?•) Narmock v. JSorton, 7 Ves. 390 ; Sibley v. Perry, 7 Ves. 522 : judgment of Lord Eldon. {s) Exempli gratid, see Thomher V. Wilson, i Drew. 350 ; 28 L. J. Ch. 145 ; Todd v. Bielby, 27 Beav. 353 ; Fotts v. Smith, L. R. 8 Eq. 683 ; 39 L. J. Ch. 131 ; Percy v. Percy, 35 Beav. 295. (t) AuUn V. Daly, 4 B. & Aid. 69. (m) Sirch V. SherraU, L. E. 2 Ch. 644 ; 36 L. J. Ch. 925, per Eolt, L. J. The word ' ' over" used in the text signifies the change in the ownership of the property from one person to another. (x) Samle v. Blackett, 1 P. "Wms. 777. (y) Attorney-General v. Holbroolc, 3 Yo. & Jer. 114 ; Morris v. Livie, I Yo. & Coll. Ch. Ca. 380 ; 11 L. J. Ch. 172. THE SUBJECT VIEWED GENERALLY. 51 such (z) ; but if the money be left for the purpose of paying B.'s debts, creditors in this case are legatees, and must pay legacy duty or renounce their claims (a). It has long been a settled doctrine of Equity, that where Legacy by a a father bequeaths a legacy to a legitimate child, without ^^m^^''*,*'' * stating the purpose for which it was given, he is to be considered. presumed as having intended such legacy as a Portion, whether he expressly calls it so or not (&), because it is a provision by a parent for his child (c), the duty to make which, according to Lord Hardwicke, is a debt of nature {d). The same doctrine may also be applied in cases where a Persons m loco person had assumed a parental position in regard to a i"»»"«™*'««'- child, or, in legal language, has placed himself in loco parentis towards him, as where a settlement made by an uncle on his niece at her marriage, satisfied a legacy of the same amount intended to be left her by his will (c). A Portion is a provision secured in any way to a child Portion and by a parent, or by s.ome other person standing in loco defined. ' parentis; and such child is called a Portionee. The term properly designates only gifts or settlements made by and for others standing in this relation to each other, and not gifts to strangers, that is persons who are not legitimate children of the donor or settlor, or children to be benefited by the person in loco parentis. A legacy given to a stranger is properly termed a Bounty. "Bounty." If a child be provided for by his father by gift or settle- ^^^J^ legacy is ment, and he afterwards bequeaths to the same child a be a portion. legacy equal, or nearly so, as to its various incidents, to the amount previously secured, then in the absence of a con- (s) Williamson v. Nmylor, 3 Yo. Eq. ; Povn/s v. Mansjicld, 3 Myl. & & CoU. Ex. Rep. 208. Cr. 359 ; 7 L. J. Ch. 9. (a) Foster v. Ley, 2 Biug. N. C. (d) Shudall v. Jelcyll, 2 Atk. 517. 269. Lord Eldon, towever, in his judg- (6) 1 Eop. Leg. 366 ; Sm. Man. ment in ExpwrtePyc, rightly calls Eq. tit. 2, ch. 2. the ahove "an artificial notion," (c) Ex parte Pye, Dubost, 18 and states that legitimate children Ves. 140 ; Judgment of Lord Eldon, have been harshly treated hy its and the notes to this case in 2 L. C. appHcatiou to their cases. E 2 52 WILLS OF PERSONAL PKOPEETY. "Satisfaction'' of portion by a Equity does not favour the theory of double portions. Satisfaction of legacy by a portion. Constnictive Ademption of a legacy by portion. trary intention appearing in his Will, this legacy must, according to the present state of the law, be strongly pre- sumed to be meant as a substitution of the former pro- vision, or as it is technically called, a Satisfaction of the Portion (e). In other words, a primd facie presumption arises that the father did not intend to confer a two-fold benefit; hence the dictum that Equity leans against double Portions. Conversely, as before indicated, when a legacy is in the first instance stated in some existing Will as bequeathed by a father to a child, and subsequently a gift or other provision is made inter vivos with a view to benefit the same child, this legacy after the testator's death is regarded as a Portion, and is said to be adeemed by the second gift, &c., that is to say, it is satisfied thereby, although of course as before, only in the absence of a contrary inten- tion clearly apparent (/). But " where the gift by the Will and the portion are not ejusdem generis, the presumption will be repelled. Thus land wiU not be presumed to be intended as a satisfaction for money, nor money for land." (2 White and Tudor's L. C. in Eq. ; notes to Ux parte Pye, p. 394.) This kind of ademption or satisfaction of a legacy is termed constructive ; that .is to say, it is inferred by the law, and is not founded upon any positive direction of a testator. The doctrine has never been applied to legacies to strangers — or in other words, those who are, as before stated, not legitimate offspring of a testator — unless under some peculiar circumstances, as where a legacy is given in a case where no satisfaction was held to exist. (/) 1 Rop. Leg. Oh. 6, wherein the subject of ademption is treated of generally ; 2 Wms. Exors. pt. 3, blc. 3, sect. 2 ; Lord Eldon's Judg- ment in Ex parte Pye, supra ; and see Hopwood v. Hopwood, 7 H. L. Cas. 728 ; 29 L. J. Ch. 747. («) SinchcUffe v. Hi-nchdiffe, 3 Ves. 616 ; Weall v. Rice, 2 Euss. & Myl. 251 ; 9 L. J. Ch, 116, and see on this case, 2 Tayl. Evid. § 1112 ; Thymm v. OUngall, 2 H. L. Cas. 131, 153 ; Campbell v. Campbell, L. R. 1 Eq. 383 ; 35 L. J. Ch. 241 ; and see the subject discussed in Chichester v. Coventry, L. E. 2 H. L. 71 ; 36 L. J. Ch. 673, which was THE SUBJECT VIEWED GENERALLY. 53 a Will for a special purpose, and the testator before his death advances a like sum for the same object and none other. In such a case the legacy will be adeemed (c/), but if the above fact cannot be shown where a stranger is concerned, he will take both gifts (h). As between strangers, the onus probandi is upon Onusprohandi those who contend that the two provisions are to be ^tiiose cases _ -^ where strangers considered but as one ; whereas in the case of children, are legatees, the onus probandi is upon those who contend for the double iT^}'i^e case of provision (g). In the lattei", " the presumption of satisfac- tion is indeed so strong, that it is difficult to say what circumstances of variation between the portion and the legacy will be sufficient to entitle the child to both (i)." A portion of less amount than a legacy to a child from Satisfaction a parent, will now be considered as a satisfaction of the ^"'^ ademption , . pro tanto. legacy pro tanto only (k), and vice versa, which is but bare justice to the child, and it is not easy to see any real ground for distinguishing between children and strangers at all in these matters. It is said, however, that while the Reasons why gift of a parent to his child may be presumed, and fairly strangers are regarded as, the utmost amount which he, from a sense of duty and affection, considers himself called upon to spare, if he afterwards bequeaths a similar amount to the same child, this circumstance standing alone, indicates that he only meant to advance his child to the same extent as before, in fact that the two gifts are only one (l). Whereas, in giving a legacy to a stranger, "there is as much reason in such cases, why the testator should choose to (g) Sm. Man. Eq. tit. 3, ch. 10 ; 154 ; 6 L. J. Ch. 15. Wh. & Tu. notes to Ex parte Pye, (Ic) Pym v. LocTcyer, 5 Myl. & supra. Cr. 29 ; 10 T.. J. Ch. 153 ; Kirk t. {h) See note (c), p. 51. As to the Eddowes, 3 Hare, 509 ; 13 L. J. Ch. satisfaction of debt by a legacy, see 402. See also Eopwood v. Bopwood, Talbotv.Shrewsbury,2h.G.Eq.Z79. supra, n. (/). (») Wms. P. P. 319 ; see the {I) Sm. Man. Er[. ut supra, an Judgment of Sir "W. Grant, M.R., see the Judgment of the Lords in Hartopp v. Hartopp, 17 Ves.- 184 ; Justices Knight Brace and Turner, and that of Lord Lyndhurst in in Coventry v. Chichester, 2 De G. Durham y. Wharton, 3 CI. & Fin. J. & S. 336 ; 33 L. J. Ch. 361, 676. 54 WILLS OF PERSONAL PROPEETY. Term "Property." How the ordi- nary significa- tion of " Le- gacy " may be extended. By reference and construc- tion. make an addditional gift, as there was for his making the original gift (m)." But this, it must be confessed, seems a kind of lucus a non lucendo argument, since if a parent is supposed to so ardently wish to benefit a stranger, a fortiori he surely might at least be presumed to wish to benefit his children. For this reason, the above rule as to children seems altogether a very artificial one indeed (n). " Property " is a term which may include either per- sonalty or realty, according to the manifest intention of the individual employing it (o) ; and in the Succession Duty Act, 1853 (p), the word " Property " includes alike realty and personalty. Although a legacy is generally understood in the sense ascribed to it in the definition with which we set out, and that alone, yet the meaning of the term in its con- struction, may be extended to property not technically within its import, in order to effectuate a testator's inten- tion (g). If then, it be clear to what used to be called a Court of Construction, namely, one of those in the Chancery Division of the present High Court of Justice, that the phraseology employed in a Will fairly warrants a wider interpretation of the word than would otherwise be allowed, " legacy " may be so extended — according to Lord Mans- field — as to include lands, as well as goods and monies (r). Again, in another case, the same learned judge says — " The word legacy, in its ordinary signification, is appUed Difference be- tween the popular and legal meaning of "Property.' (m.) See note {g), p. 53. (») See tbe strong obserrations of Lord Tburlow in the case of Graves v. Salisbury, 1 Bro. C. C. 427. (o) Hayes and Jarman on "Wills, 119 n. d. See also the Bankruptcy Act, 1869, 32 & 33 Vict. c. 71, s. 4, and Tyrone v. Waterford, 1 De G. P. & J. 613 ; 29 L. J. Ch. 486. The word " Property " is used in the text in its popular and conven- tional sense, that is, as denoting something which belongs to a person. The legal meaning of the word, however, is his right to pos- sess, use, or dispose of a thing at his wlU and pleasure, to the ex- clusion of everybody else ; or, as this has been well expressed, '"Things are regarded in law not as property, but as the oijects of property." See 2 Black. Comm. ch. i. (p) 16 & 17 Vict. c. 51. (q) 2 Eop. Leg. 1486. [r) Hope V. Taylor, 1 Burr. 269 ; Judgment of Lord Mansfield. THE SUBJECT VIEWED GENERALLY. 55 to money, but it may signify a devise of land, and may here comprehend the devise .... which the testator calls a gift " (s). In short, the term may, by reference and construction, describe real as ■well as personal estate. "fhe word 'legacy,' however,'" says Lord Denman, Strict meaning " must be admitted to have a direct reference to personalty, "Legacy " and not to a devise of land ; " and then his Lordship refers to several cases to show that the intention of the testator must determine what is the meaning to be affixed to the word (i), where its true and ordinary import is not observed. In the civil and old English law, legare, from which, In the Roman through its supine legatum, we derive legacy, was used English law. ' indiscriminately in reference to both real and personal estate, for we find Justinian speaking offundvmi legare (u)> and Bracton of terram legare (x). The person who bequeaths a legacy, as well as he who Testator, De- devises realty, is called a testator, and the recipients '2lTate^^ of testamentary gifts of realty or personalty are termed respectively devisees, or legatees. The giver of realty jneaity and by Will, is termed a DEVISOR, and the gift itself a DEVISE, Personalty ■^ . defined. from the old French word deviser, to speak, the Latin equivalent of which is sermocinari. By Real property. Real estate, or Realty, is signified generally, lands, tenements or hereditaments ; by Per- sonal property, Personal estate, or Personalty, with which this treatise is mainly concerned, we mean such property as consists of things temporary and movable, as goods, chattels, money, and so forth. The sub-division of personalty will be enumerated and commented upon in the next chapter. A Testament has been defined as a just and complete Testament and declaration or sentence of a man's mind, or last expression (s) £rady v. CuUtt, Doug. 39. wood, 6 A. & E. 175 ; 6 L. J., K. See also the Judgment of Lord B. 96. Kenyon in Bardacre v. Nash, 3 T. {u) Inst. 2. 20. 9. E. 716, and Shep. Touch. 400. (x) Fo. 186. if) Doe dem. Hickman v. Hasle- 56 WILLS OF PERSONAL PROPERTY. Swinburne's opinion. Distinction be- tween "Will" and "Testa- ment " abol- ished by statute. Former mean- ing of Testa- ment, of his will concerning what he would have to be done with his estate after his death ; while a "Will is stated to be a lawful act proceeding from a firm purpose or resolution, either by word or writing, of that which any would have done (y). Swinburne makes a great deal of the words "just " and " sentence " in the third paragraph of his work, and quaintly remarks that — " It is written, that the will or meaning of Testator is the Queene or Empresse of the Testament." The definitions however of " Testament " and " Will " are, even according to the old notions on the subject, very nearly synonymous, the only difference being, as Swin- burne says, that in the definition of the former, what is called jiista sententia, is in the latter exchanged for legiti/ma dispositio. The terms "Will" and "Testament" now mean the same thing, the first section of the Wills Act of 1838, 1 Vict. c. 26, having declared that the former word shall extend to and include a " Testament," codicil, and ap- pointment by Will, or by writing in the nature of a Will in exercise of a power of appointment ; still, it may not be out of place to shortly note the old distinctions between the words. At one time the word " Testament," or the combined form " Will and Testament " applied strictly to a bequest of chattels, "Will" having been employed to signify a devise of realty (z), although Littleton states that " a man may devise by testaTnent his lands and tenement " (a). (y) See Bac. Abr., tit. WUls and Testaments; Swinburne's "Briefe Treatise of Testaments and Last Wills, "§§3,4. Both Justinian and Sir Edward Coke agree that the word " Testament" is derived from testatio mentis, but Blackstone says that it comes simply from the verb testari, and that the other deriva- tion is "an etymon which seems to savour too much of the conceit ; " also that "the definition of the old Roman lawyers is much better than their etymology." 2 Comm. 499. (s) 2 Black. Comm. 373. (a) Sect. 167, and Lord Coke thereon. Ilia. THE SUBJECT VIEWED GENERALLY. 57 His celebrated commentator, Lord Coke, on the other hand, remarks that " in law, most commonly ultima voluntas in scriptis is used, where lands or tenements are devised, and testavfientu/m, when it concerneth chat- tels" (6). Blackstone, however, although distinguishing between devises of land and bequests of chattels, occa- sionally confuses the terms (c), as do some other writers, so that we may infer that these two terms have not always been carefully distinguished by the majority of legal authors. An old author of repute says that " A Testament taken Godolphin's strictly according to the definition thereof, differeth from Testament" a last Will, yet not as opposite thereto, but only as the species differeth from the genus, for every Testament is a last Will, but every last Will is not a Testament. A last Will is a general word, and agrees with each several kinds of last Wills or Testaments ; but a Testament, properly so called, is only that kind of last Will wherein an executor is named " (c?). The distinction in question is, as before pointed out, T^^, Last now of little importance, and is interesting only as a matter Testament now of legal history : accordingly, throughout this work, the ™?*" ^'^^ ^"'^ terms "Will," "Testament," or "Last Will and Testa- '^' ment," will be used as synonymous terms, the word "Will" including every species of testamentary instrument re- ferred to. Blackstone also seems to have looked upon Blackstone these terms as equivalent, since he says in one place that e^iJys tiie " the appointment of an executor is essential to the *«™^ ^ , . . equivalent. making of a Will," by which he means a testament in its strict sense. Other passages also occur in the Com- mentaries of a similar character, as where the author speaks of proving the Will, meaning thereby testament, since no executor was or is required for a devise (e), (6) Co. Litt. iMd. been altered to bequeath in later (c) Thus, he says, "a man may editions. See Shep. Touch. 400. devise the whole of his chattels'' (d) Godolph. Orph. Leg. 5. (2 Comm. 493) ; but this word has (e) Went. Off. Ex r. 4, u. (e), 9. 58 WILLS OF PEKSONAL PROPERTY. Old meaning of "Testament" seen in phrase cum testamento annexo. Devise and Bequeath. As affected by the Statute of Frauds. All Wills now on the same footing. One notable distinction be- , tween devises and bequests. ■ always allowed in England. Limited at Common Law. Devises before and after the Conquest. although the nominating one forms no objection to the instrument. A relic of the old exclusive use of the word " testament," is seen in the phrase " cwm, testamento annexo^' still used in our law in reference to a Will of personalty with no executor named therein ; vohintas being the Latin repre- sentative of a Devise (/). But these unnecessary dis- tinctions are now all happily abolished, and Testator and Will are correlatives for all purposes. Although " devise " and " bequeath " were formerly used indiscriminately to denote the same act, yet, at the present day, their respective technical significations are more pre- cisely observed by lawyers, though of course either word used in a Will or other testamentary document, would avail to carry into effect the intention of the person employing it. Between devises and bequests, as affected by the Statute of Frauds {g), no distinction is made Qi). All Wills are now, as regards their execution and attes- tation, on the same footing (i). There is, however, one point of difference between a devise and a bequest, not unworthy of our attention, namely that which is observable upon a consideration of the history appertaining to each, for the features of the two are in this respect dissimilar. The power of bequeathing always existed in England (A), although at Common Law, as we shall see more fully pre- sently, it was nevertheless limited to a portion only of the testator's property, except under certain circumstances. Devises of realty, on the other hand, although allowed here before the Norman Conquest, were not, for nearly five centuries after that event, permitted except by particular custom, or where the subject of the devise was a term of years, which being a mere chattel interest, was simply (/) Co. Litt. 322(1. {g) 29 Car. IL, c. 3. (h) Sp. Eq. Jur. C. C. § 523. (i) 1 Vict. >:. 26, ss. 9, 10 ; ex- cept those of soldiers, mariners, &c., in actual service, ss. 11, 12. (k) 2 Black. Com. 491. THE SUBJECT VIEWED GENERALLY. 59 equivalent to personalty (I). Nor could land be trans- ferred except by solemn livery of seisin, matter of record, or suflScient writing (m). The power of devising lands and tenements after the Statutes of Conquest, was, as remarked in a previous page, first con- concCTning ferred by legislative enactments passed in the reign of devises. Henry VIII. ; so that devises and bequests, when viewed as matters of legal history, are found to stand upon different bases (n). An Executor or Executrix is the person, man or Executor. woman, to whom is confided by a testator, by his written appointment, express or implied, the carrying into effect of his last Will and Testament (o). • An ordinary ADMINISTRATOR or AdIUNISTRATRIX is the Administrator. person, man or woman, to whom the Court of Probate commits the management of the affairs of an intestate person (p). The great distinction between an executor and admini- Distinction be- strator was very clearly stated by Lord Chief Justice anrMminis-'"^ Abbott (afterwards Lord Tenterden), in the, case of faator. Woolley V. Clark (q). " An administrator," said his lord- ship, "derives his title wholly from the ecclesiastical court (r). He has none until letters of administration are granted, and the property of the deceased vests in him only from the time of the grant. An executor, on the other hand, derives his title from the Will itself, and the property vests in him from the moment of the testator's death." A Testament or Will of personalty, to be a strictly Executor perfect instrument, should always have an executor or should be (l) Id. 374 ; Co. Litt. 1116, 1 Cowp. 299. Hargrave and Butler's note (1). (o) 2 Black. Com. 503. (to) 32 H. VIII. c. 1 ; 34 H. VIII. (p) Id. 504. c. 5 ; Hargrave and Butler's note, {^) 5 B. & Aid. 744. supra. (r) The Court of Probate took («) For an excellent account of the place of the Ecclesiastical and devises, see the Judgment of Lord othbr Courts in matters testa- Mansfield in Hogan v. Jachsmi, mentary in 1857. 60 "WILLS OF PEESONAL PEOPEETY. named in a Will of person- alty to make it perfect. Administrator cum testamento annexo. Probate Divi- sion of High Court of Justice. Intestate. Circumstances ■whicli amount to intestacy. executors nominated therein; yet when a testamentaiy instrument of this description names no executor at all, or some person incapable of acting as such, or the executor appointed has died without proving the Will, or refuses to act, the law can supply the vacant or improperly filled place by appointing an agent to carry out the directions of the testator. The previously defective instrument is then, by this means, as it were, clothed with that character of completeness which the law requires, and the duly appointed agent occupies a position almost identical with that of an executor (g). Such a person is called an ADMINISTRATOR CUM testa- mento AN*rEXO, that is to say, to the instrument con- ferring upon him his authority to act, is annexed the defective Will for his guidance, and which requires to be proved like any other will (q). The tribunal to which our law has intrusted the power of appointing an executor to a Will in which one is not named is the Probate Division of the High Court of Justice, which before the recent Judicature Acts (r) was known as the Court of Probate. An Intestate person, strictly speaking, is one who dies without having made a disposition of his property by Will. But a person also who does leave a testamen- tary paper, may yet practically die intestate, as for instance, if he has not executed it in the manner required by law. Accordingly, where A. had a document drawn up as his Will, but it was declared by the intended witnesses thereof that he did not .sign it in their presence, the Court of Probate held that the deceased died intestate (s). In the highly important case of Hindmarsh v. Charl- (q) 2 Black. Cora. 504; 1 Wms. Exors. pt.l, bk. 5, ch. 3, sect. 1, p. 461. (r) See 36 & 37 Vict. c. 66, s. 34 ; 38 & 39 Vict. c. 77, 3. 18. The jurisdiction of the former Court of Probate in matters peculiarly within its cognizance, is by these Acts transferred to the Probate Division of the High Court of Justice. (s) Eckersley v. Flatt, L. E, 1 P. & D. 281 ; 36 L. J. P. & M. 7. This is also in accordance with the Civil Law ; Just. 3, 1 Introd. Dig. 38, 16, 1. THE SUBJECT VIEWED GENEEALLY. 61 ton (t), the testator signed what he probahly intended to be his Will, but his signature was not attested in the manner required by law (u) ; accordingly, the House of Lords pronounced as for an intestacy. In certain cases, the Probate Division of the High Court intestacywhere may decree an intestacy, even where a complete Will exSSf * is left by a deceased person ; as where the document is so incoherently worded as to strongly indicate in- sanity in the writer. The course adopted in such an event is to grant administration to the person who would have been entitled thereto had no Will existed, and to order the paper to be deposited in the registry of the Court (x). We see then that a person who attempts to bequeath Effect of a Will property, but fails to do so in accordance with the self to'dfe""^' formalities which the law prescribes, dies virtually instate, intestate ; and it may here be remarked that, if a man makes a Will in which he declares himself to die intestate, the paper will operate as a bequest of his property to the persons designated by the Statute of Distributions (y). If no executors are named in a Will, or if those who Q««s* iites- are nominated in a valid Will refuse to act, the testator in such case is said to die quasi intestate, or a testa- mentary intestacy is said to occur. It has been remarked that this distinction has ceased to exist'in English law (z), but Mr. Justice Williams retains the phrase in his work on executors (a). The right to act in the management of an intestate's Letters of ad- . ,,.. , ,.,. ministration. estate is conferred by issumg a document which is termed. («) 8 H. L. Cas. 160, affirming Curt. 591. the decision in Charlton y. Hirnd- (y) BrencMey v. Lynn, 2 Robert. marsh, 1 Sw. & Tr. 433 ; 28 L. J. 145 ; Judgment of Dr. Lushington, P. & M. 132. ibid. (u) 1 Vict. c. 26, s. 9 ; 15 & 16 (z) Id. Vict. 0. 24, s. 1. (a) 1 Wms. Exors., pt. 1, bk. 5, (x) In the goods of Bowrget, 1 ch. 3, sect. 1, p. 461. 62 WILLS OF PERSONAL PROPERTY. 'LetteiB." 'though inaccurately (6), Letters of Administration — already referred to, and an administrator or administratrix is said in familiar language, to take out, and the Probate Division of the High Court of Justice to grant, adminis- tration. " The parties who are eligible to become gi-antees of letters of administration of a testator's general estate are various, deriving their title or interest from various sources" (c), and as remarked by Mr. G. Browne, the personal disqualifications for the oflfice of administrator, as for that of executor, are few (d). The term " letters," as applied to a legal document, is one of considerable antiquity, and indicates the foi-m early given to many public and private written instruments, as letters patent, &c., and the term epistola very frequently occurs in old European law (e). " Spelman refers to Cassiodorus and Marculfus to show that all deeds or charters were, during and after the lower empire, called epistolce." (/) Closely connected with this word, is the term so frequently occurring in old English law, breve, which " has been called a letter or epistle because it com- menced in the same way as did the letters of the ancient Romans — ' Rex justiciariis suis se salutem.' " (/) Before these Letters of Administration are granted, the personal property of the intestate is, by statute,^vested in the Judge of the former Court of Probate, and now in the Division of the President of the Probate Division of the High Couii of Qi Ct J* The effects of an intestate person vest in the President of the Probate (J) Mi. George Browne points out in bis treatise on Probate Prac- tice that the statements iu this document amount only to a mere record that Letters of Administra- tion have been granted, p. 163. (c) Coote, Prob. Prac. The fol- lowing are the main sources indi- cated : — The Common Law ; 31 Ed. 3, Stat. 1, 0. 11 ; 21 Hen. 8, c. 5 ; 20 & 21 Yict. 0. 77, s. 73, all treat- ing of the appointment of adminis- trator ; 29 Cha. 2, c. 3, s. 25 ; 38 Geo. 3, c. 87, as to husband's right to administer his wife's estate ; 38 G. 3, 0. 87 ; 20 & 21 Vict. u. 77, a. 74 ; 21 & 22 Vict. c. 95, s. 18, as to administration during admi- nistrator or executor's absence abroad. (d) G. Browne, Prob. Prao. 164. (e) Calvin, Lex Jurid. h. v. (/) Burr, Law Gloss. ; " Letters.'' THE SUBJECT VIEWED GEKEKALLY. 63 Justice, just as it was in the Ordinary or Judge of the old Ecclesiastical Court (g). By the term " vested," as here used, is meant that the Meaning of President of the Division of the High Court of Justice is "^^ ' clothed with the possession of, and property in, the intestate's effects, until he divests himself thereof by granting the Letters of Administration. As soon as the document, called Letters of Administra- Effect of tion, is issued, the property in the effects of the intestate Letters rf Ad- is transferred from the President of the Probate Division ministration as of the High Court of Justice, and at once becomes vested vesting of the in the person to whom the administration is granted. property. Where, however, the deceased leaves a Will and an Inwtomtlie executor thereto, the property vests in the latter imme- testatorV diately after the testator's death. ™d at what By the Court of Probate Act 1857 Qi), the testamentary „ " ^^ p^^ jurisdiction possessed by the Ecclesiastical and other bate Act, 1857, /^i j-i r j-i. JxJ'ii, sind Judicature Courts was taken away irom them and vested m the ^^jg i873and Sovereign, in whose name it is .now exercised in West- 1875. minster Hall by a. single judge, formerly styled the Judge Ordinary of the Court of Probate, but who is henceforth to be designated — so far as concerns his juris- diction in probate matters — the President of the Probate Division of the High Court of Justice (h). By the above statute of 1857, the Judge Ordinary was ^^^^it'^f^^ empowered to request the assistance of any one or more the President n ,T_ n T T 1 • 1 1 • i-j. of tlie Probate 01 the Common Law Judges in causes where he might Division of the deem their aid requisite or desirable, and this power is 3- c. J. not taken away by the new Judicature Acts. From any final or interlocutory decree of the Court of pro^^^e Probate, an appeal by leave of the Judge lay to the Division. The correct (g) 21 & 22 Vict. o. 95, s. 19 ; yet as stated by Sir J. Hannen, the P^ff™^*^ ® °* Court of Probate Act, 1858. correct title of this section of the q^^^ ^f ppQ. (h) 20 & 21 Vict. c. 77. It High Court is the "Probate, Di- fcateis— may be' stated that although we voroe, and Admiralty Division;" "The Probate, here, and shall for the future in but no document will be invalid on Divorce, and this book, shortly speak of the account of not bearing this full p?™^^^*^^ ^j^g Probate Division of the H. C. J., title of the Division. Nov. 9, 1875. ^.^ ^^^^ ^j Justice." u WILLS OF PERSONAL PROPERTY. Meaning of "word " Ordinary " as applied to a judge. No executor required for a Will of realty. SuchaWillmay be admitted, hut is not en- titled, to probate. Benunciation by an executor of Ms office does not deprive a Will of its cha- racter as such. Old opinion as to the necessity of an executor ■for a Will of personalty. Present state of the law on this point. House of LordSj and for the present at any rate, the practice will remain the same in appeals from the Probate Division of the High Court of Justice. (See note B in App.) The term " Ordinary" as applied to a Judge signifies one having an ordinary regular jurisdiction as of course and common right, in opposition to persons who are extra- ordinarily appointed (i). It is now no longer in use since the Judicature Acts. No executor is required for a Will of real property, that is of lands, tenements and hereditaments, but if one be named in such an instrument, the Probate Division of the High Court of Justice may permit it to be proved like a Will of personalty, even though the executor renounce his rights under it (k). But a Will dealing with realty only, is not entitled to probate, although the executor named in it is directed to convert the property into personalty (I). If the nomination of an executor make a paper a Will, the fact of the executor's, subsequent renunciation cannot take away the effect of the nomination (m). It was once thought that the appointment of an executor was so essential to the validity of a Will of personalty, that any instrument, deficient in this respect, was, in conse- quence, null and void (n). Opinion on this subject has, however, changed, and we find it judicially indicated by a high authority, that a Will of personalty really needs no executor to give it legal validity (o), although conversely, " the bare nomina- tion of an executor, without giving any legacy, or appoint- (i) Co. Litt. Siia; 3 Burn. Eco. L. 39. (fc) In the goods of Jordan, L. E. 1 P. & D. 555 ; 37 L. J., P. & M. 22. (Z) In the goods of Burden, L. E. 1 P. & M. 325 ; O'bwyer v. Geare, 1 Sw. & Tr. 465 ; 29 L. J., P. &M. 47, a case of appointment by Will. (m) In the goods of Jordan, supra; Per Sir J. P. WUde, J. 0., now Lord Penzance. (») 1 Wms. Exors., pt. 1, bk. i. ch. 2, 1. (o) Judgment of Sir H. J. Fust in Eenfrey v. Henfre,y,2 Curt. 468 ; affirmed by the Privy Council, 4 Moo. P. C. THE SUBJECT VIKWED GENERALLY. 65 ing anything to be done by him, is sufiScient to make a Will, and as a Will it must be proved (p)." This doctrine as to a Will of personalty not requiring in Old "'ie* of t'le ■ , „ 1 . , 1 n 1 Court of Clian- point 01 law an executor, seems to have been long ago eery in accord- recognized by the Court of Chancery, if we may iudge ance witii pre- p PT-iipii- ■ 1 ■ •' •> " sent opinion. from a case of which the following is the entire report : — " The testator made his Will, but named no executor. The Court of Chancery declared the Will to be a good Will in Equity (q)." ~ In Henfrey v. Henfrey, Sii- H. J. Fust said that he had Sir H. J. Fast always understood that the appointment of executors in a Henfrey. Will of personalty was a gift of such property to them ; accordingly, if a testator, havi/ng no next of kin, bequeath the whole of his effects without mentioning any legatees, but nominatiag A. his executor, all will go to A., and of course there is no need of any other executor under such circumstances. (See, however, 11 G. 4 & 1 W. 4, c. 40.) But although it is quite true that the strictness of the A Will of per- old rule on this subject has been very much relaxed, if not an executor is entirely disregarded, yet it is nevertheless also true that iio^eTer a de- . TTT-ii f 1 1 • 1 • fectiTe mstru- an ordinary Will of personalty which names no executor is ment as a Will. an irregular instrument as a Will, and, as we have seen, its terms can only be effectuated under the authority of the law, through the medium of the Probate Division of the High Court of Justice. The term Legacy, as previously stated, is derived from t'egacy is the Eoman Civil Law. If, however, we examine and civil Law. compare the definition of a Legacy as there given (r) with that which it bears in our law, we shall see that this word, in the former system of jurisprudence, does not convey the same idea, or one equivalent to that, furnished by the term as used in the latter. A Legacy, as defined in the Institutes of Justinian, is a Definition of species of donation left by a deceased person to be executed civii Law. by his heir (r). {p) 1 Wms. Exors., pt. 1, bk. 3, (q) Wyrall v. Rail, 2 Eep. in Introduo. 227, Chan. 59 (1615—1712). (r) " Legatum est donatio quae- 66 WILLS OF PERSONAL PROPERTY. The word Heir in Civil and English Law. In the Civil Law. HceredUcts. Succession in the Civil Law. ^onorwm pos~ Usucapio. Prescription. Both terms included in Prescription. Only one person can be heir in English Law. Three classes of heirs in the Civil Law. The feature most observable here, is the use of the word heir, the meaning of which in the Civil is widely different from that which it has in English Law. The heir of the Civil Law was he who possessed the hareditas, and this was nothing else than the right of succession to the whole of a deceased person's estate, real and personal (s). Succession was (1) by testamentary ap- pointment, (2) by law when the deceased died intestate, or (3) by a judicial decree of the praetor which gave the bonorum possessio, or equitable ownership of the pro- perty, without giving the domini/wm or full ownership thereof This might have been subsequently acquired by usucapio — usu rem, capere — that is, by right founded on continuance of possession, where the title to the property was a good one (t). Usucapion, however, was not quite identical with prescription, inasmuch as the former had reference to corporeal or movable things, and the latter to those of an incorporeal or immovable character. Jus- tinian abolished all other and previous distinctions between these terms (u), and prescription in his collection includes usucapion (x). In the feudal system of jurisprudence, there is but one person who can be heir, and he must be related in blood to his ancestor, whose realty alone he can take ; but in the Civil Law there are three classes of heirs enumerated : (1) Hceredes necessarii, or necessary heirs, who were slaves freed by their masters, and who were forced to accept his appoiatment of them as heirs ; (2) Sui et necessarii, or family heirs, those who were in the testator's power (y) at the time of his death. They were called sui dam a deftmcto rellcta, ab hserede prsestanda." — Just. 2, 20, 1. (s) " Hsereditas nlHl aliud quam successio in universum jus quod defunotus habuerit." — Dig. 50, 17, 62. Hcereditas also signified the estate itself, the inheritance. (t) See Just. 2, 6, De Usucapio nibus, &o., and Mr. Sandar's note to the title. (u) Code, 7, 31, 1. (x) Inst. 2, 9, 5, "... Tel usu- capionem aut longe temporis prae- scriptionem. " {y) See the chapter on the Patria Postestas in Maine's Ancient Law. THE SUBJECT VIEWED GENERALLY. 67 because they were so situated, necessarii because, like those first named, they were bound, whether willing or unwilling, to be the heirs of the testator or intestate ; (3) Extranei, or strangers, who were neither slaves nor children of the deceased, and these were free to accept or reject the inheritance at their pleasure (z). In the law of England and Scotland, the word heir is Seir in English used only to denote a person to whom lands, tenements, and hereditaments, by the act of God and right of blood, do descend of some estate of inheritance (a). In our law personalty cannot be said to descend, nor can the word heir be used otherwise than in connection with real property. A person, therefore, cannot be an heir to No heir to goods and chattels (6), although he may be a sort of chattels in donee in remainder of such things : that is, he may have ^"g^^^h law. an expectancy in them on the decease of some other person holding them for life (c). It may be remarked, though more as a matter of Teohnicaimean- T • 1 /. 1 1 • ingof "succes- literary interest than of legal importance, that tbe ac- sion " in quisition of* any kind of property by Will cannot, in our English law. Common Law, correctly be termed a succession thereto, because with us this word is equivalent to descent, and denotes the coming of one person into another's place, and also as a term of law, connotes or implies that he does so as of course and right. Whereas he who acquires property by Will does so wholly by the direction and pleasure of a testator. Indeed, as to real property, so far («) Inst. 2, 19, 5. preceded or n&t preceded by a prior (a) Co. Litt. 7 5. Request, or limited on a certain or (6) Id. 8 a. Hseres dicitur ab an uncertain event, is an executory hsereditate, quia hsereditas sibi bequest, and falls under the rules hseret ; the heir is so called from by which that mode of limitation, hBreditas, because tbe inheritance is regulated. "^ — Fearne, Cont. Bern. adheres to him, 1,6. 401 «. The term "donee in re- (c) " In personal property . . . mainder," however, in reference to there cannot be a remai/nder in the personalty, is of frequent occur- strict sense of that word ; and rence,, probably for want of a better therefore every future bequest of one, personal property, whether it be F 2 68 WILLS OF PERSONAL PROPERTY. Purchaser. "Descent "and "succession" equiyalent in EngUsh law. Descent of an estate before 1833. Present mean- ing of "de- scent. " " Succession " cannot strictly be applied to the acquisition of chattels is the law from considering a devisee as a successor, that his technical designation — even though he might, but for the devise, have succeeded as heir to the property left him — is that of 'purchaser, which word, in its legal sense, generally signifies a person who obtains real pro- perty in any other manner than by descent (d). This latter word, which is a more common term than succession, would be included in the Civil Law under that of Successio ab Intestato, but with us it -is a feudal term, and has reference only to our kind of succession, namely by law, to realty, or what the law regards as such. In other words, an estate is said to descend where it is cast by the law upon the person entitled to it. Before 1833, in England, the descent of an estate meant only its transmission downwards, and the hereditary succession thereto, or the title by which a man acquii-ed the property by right of representation, was through the actual coming down of such estate to him by law. But the legis- lature has thought fit to vary this definition of the word in a very material manner, thereby appearing to confound the former logical relation between "heir" and "ancestor." "Descent" now means " the title to inherit land by reason of consanguinity, as well where the heir shall be an ancestor or collateral relation, as where he shall be a child or other issue " (e). Such being the case, a man's father may be both his ancestor and heir-apparent, and a son, it would seem, may now become his father's ancestor, under certain circum- stances, qua the property descending from him to his father. The word succession then, in strictness, is not applicable at Common Law to the acquisition in any way of chattels personal, for as Blackstone says, the law looks upon these (li) 3 & 4 W. 4, c. 106, s. 1 ; amended by 22 & 23 Vict. c. 35, §§ 19 and 20. " Purchaser " applies also to one who acquires realty by escheat, pa/rtition, or enclosure. See as to these words, 2 Black. Com. 72, 73 ; Wms. R. P. chap. 4 ; and concern- ing descent, Co. Litt. 237 6. (6) 3 & 4 "W. 4, c. 106, s. 1; and see Wms. E.- P. ch. 4, Rule 5. Succession ab intestato in the Civil Law was either in the descending, ascending, or collateral line. Nov. 118, prsEf. THE SUBJECT VIEWED GENERAI,LY. 69 as of too low and perishable a nature to be limited to heirs [who alone can take realty by descent], or such successors as are equivalent to heirs (/). Statute law has, however, considerably modified the Meaning of technical signification of the term "succession," and now, "^^^'^° by 16 & 17 Vict. c. 51, s. 2, known as the Succession Duty statute. Act, 1854, "Every past or future disposition of property, by "Succession" reason whereof any person has or shall become beneficially 'd^osUumm entitled to any property, or the income thereof, upon the devolutim of death of any person dying after the commencement of the any kind. Act .... and every devolution by law of any beneficial interest in property or the income thereof. ... to any other person in possession or expectancy, shall be deemed .... by reason of such disposition or devolution a ' succession ; ' and the term 'successor' shall denote the person so en- "Successor" titled; and the term 'predecessor' shall denote the settlor, decessor" disponer, testator, obligor, ancestor, or other person, from defined, whom the successor's interest is or shall be derived." By sect. 1, the term "property" alone, shall include "Property" realty and personalty, and the term " succession " shall denote any property chargeable with duty under the Act. " Successor " is thus made not only the correlative of CorrelatiTcs of "predecessor," but also of "settlor," "disponer," "testator,'' " obligor," " ancestor " (g), or any other person from whom the successor may derive his interest, and now, at any rate for the purposes of the Act in question, the word "succes- sion " may be said to possess a signification equivalent to that which it has in the Civil Law — the means by which an estate of any kind, real or personal, is acquired. (/) 2 Comm. 431. Lord Coke cessor and prcedecessor. For ante- Derivation of speaks of "heire or successor, " as censor is applied to a natural person "Ancestor." though the two terms were synony- . . . but jrroedecessor is applied to a mous. Co. Litt. 325 a. l)odycorporate,"&c.— Co.Litt. 786. (g) "Ancestor, a term used in con- "Ancestor" and "heir" are still nection with realty, is derived of the in law the correlatives of each other Latin word antecessor, and in law as before, although other terms are there is a difference between ante- madethecorrelativesof "successor." 70 WILLS OP PERSONAL PEOPEETY. Present applicability of word "sue cession." Hasres f actus an improper term in Englisk law. Legatees and devisees com- prehended in the Civil Law under the term Legatarius. Distinction between heir and legatary. Maxim of English law. Heir appointed in the Civil Law. Second maxim of English law. Other modes of describing an ?idr in our law. We may, therefore, assume that, at the present day, the term "succession" can, without impropriety, be applied generally to every acquisition of property of all kinds, under any circumstances. Although a person taking realty under a Will has been sometimes styled hceres factus, hceres natus, and heir by devise, yet in English law his proper designation is devisee. In the Civil Law, such a person was called, generally, legatarms, just as was he who acquired personalty, be- cause the Civil Law makes no distinction between real and personal property in regard to testamentary disposi- tions thereof, but declares that all things, whether existing now or at some future time, and whether corporeal or incorporeal, may alike form the subject of the gift to which it applies the single term Legacy (/i). An heir and a legatary differed in this respect — the former took upon himself an office or duty, the latter did not, nor could he take his legacy without the consent of the heir. It is a well-known maxim of English law, that God alone, not man, can make an heir (i), so that a devisee or legatee cannot be such, but must be included under the general and comprehensive term ASSIGN, which is applic- able alike to them, and to all other persons who acquire property otherwise than by right of blood and inheritance (k). But in the Civil law, he could be either appointed by a testator himself, or if not by him, then by the law. There is another maxim of English law which says that, No one can be the heir of a living person (I) ; and again we are told that an heir is another self, and a son part of (h) Just. 2, 20 ; 4, 7. Justinian abolished the four kinds of legacies which at one time existed in the Koman Law, and reduced them to one Mud ; Inst. 2, 20 ; 2, 9. The verb legare, or one of its inflexions, is always employed in the Civil Law to denote tlit act of maldng any testa- mentary gift of what nature soever. (i) " Solus Deus h^redem facere potest, nonhomo : " Co. Litt. 7 b ; 191 a ; and Mr. Butler's note, pt. 6, es. 3, 4, 5. (k) Wms. R. P. 61. {I) " Nemo est hajres viventis." Ca Litt. 8 b, 22 b. THE SUBJECT VIEWED GENERALLY. 71 the father (to) ; also that an heir is the same person with his ancestor (n) ; and lastly, that an heir is a part of the ancestor (o). From these maxims it will be still more clearly perceived the difference between an heir in the Civil, and in the English or feudal system of jurisprudence, since in the former, he was usually instituted by a testator during his life-time, whereas in the latter, God alone, and after the ancestor's death, makes the heir, not man (p). In the Roman or older Civil law, a father was boi;nd By the Civil either to institute his son his heir, or disinherit him by i^^^j ^ j^'^g name, but according to the Institutes, he might virtually his son one- disinherit his son, to the extent of three-fourths of the property, estate, including what was bequeathed, by leaving him some insignificant portion of his property (g). This circum- stance is thought by some to have given rise to the vulgar English notion, that a man must leave his son a shilling by his Will, if he would deprive him of the right to succeed as heir to his inheritance. The Civil Law then, permitted a man to appoint his Heir appointed, , . , . 11, 1 , in the Civil heir or heirs, and also to any number, arrangements ia,w;semam unknown to the law of England, if we employ the word ^^^glisli. heir in its feudal sense. Where a Roman died intestate, or with an invalid Will, ^«™ '»'^'"«» •II- 1 ■ mi 1 • ^""^ "^ *° tlie law appointed him an heir. Ihe person on whom it intestacy. cast the inheritance of the deceased was the suus hceres, and such a transmission of the property was termed suc- cessio ab intestato (r). "» (m) Herbert's case, 3 Co. Eep. remotus." — Co. Litt. 242 S. "There Hceres propin- 12 6. * is also mention made of another quus, hares (n) Co. Litt. 22. " For the an- heire, viz. H^res astrarius, so called «'«'''«™. '^^^ cestor during his life beareth in his from asire, that is, an hearth of a tj.^^^ body (in judgment of law) all Ms house ; because the ancestor by heires." conveyance hath set his heire ap- (o) Id., ibid. parent and his family in a house, (p) For a full examination of &c., in his life-time. "—Co. Litt. these maxims see Dr. Broom's L. M. 8 h. Note. — " In ancient bookes the (?) Inst. Tit. 18. eldest Sonne is called hoeres propin- (r) Inst. 3,1. qvAiS, and the youngest sonne hceres 72 WILLS OF PERSONAL PROPERTY. Hceres testa- tnentariua and ah intestato. Definition of legatum examined. Hares testa- similar to Eng- lish executor. Heir or heirs to any number could be ap- pointed in the Civil Law. Institution of heirs. The heir appointed by Will was called haeres testamen- tarms ; the heir appointed by law, hcsres ah intestato. Glancing at the definition of Legatum in the Civil Law, we see that the Will of a Roman testator or legator was to be carried into effect {proistanda) by his heir, who was bound to permit the legatary to take his legacy, and was liable to an action in case of any unlawful detention on his part of the thing bequeathed. It is evident, therefore, that the office of hoeres testamen- tarius or testamentary heir in the Civil Law, was at least analogous to that of Executor in ours, for the duty of the latter consists in carrying into effect the written directions of the testator who appoints him. The word " executor" was stigmatized by Lord Chancellor Hardwicke as a barbarous tei-m unknown to the law (s), and although this is true, so far as regards its not being known in the Civil Law, yet it is certainly closely allied to words employed by classical writers of high authority, and which indicate the doing or carrying out anything. But be this as it may, the word, fully expressive in itself, is now firmly established with us, and no doubt well describes the person, whose position closely corresponds to that of the hceres testa/mevr tarius of the Civil Law. From the Institutes of Justinian we learn that in the Civil Law, one heir or any number in infinitum could be appointed by testament {t). This institution of a testa- mentary heir or heirs, formed the very essence of a Roman Will. " By ' institution,' is meant the declaration who is to be heir, that is, who is to carry on the legal existence, the persona, of the testator. And as, unless his existence were continued, there could be no thing or person from whom the testamentary dispositions could derive any force, or be of any efficacy, the institution was the all-important part of the testament (u)." From what has just been stated, we perceive the origin (s) Androvin v. PoilUanc, 3 Atk. usq^ue in infinitum, quot quis hs- SOO. redes velit, facere licet."— 2, 14, 4. (<) " Et unum hominem et plures, (u) Sandars' Just. 2, 14, Tit. note. THE SUBJECT VIEWED GENERALLY. 73 of two features in our own testamentary law, namely, the notion now exploded, that an executor is absolutely necessary to the validity of a Will of personalty ; also the devolution of the same species of property by our Statutes of Distribution (a;), which are founded upon the rules of the Civil Law on this subject {y). The stringency of the previously cited maxims of English Maxims of T • ii 1 „, • » 1 o ■ ,. English Law -Law concerning the word heir, has oiten, in cases oi respecting an Wills, been relaxed in favour of its popular, as against its fl^"^y'''™tu ■ technical signification, as where a testator has devised operation. property " to the heir " of a living person, meaning thereby some one also in being and ascertained. In such a case, if it can be fairly gathered from his Will that the testator meant by this use of the word " heir," the individual who, in common parlance, is styled heir apparent or heir pre- sumptive, the law will fulfil the intentions of the testator (z), the reason being that in the construction of Wills, the first things to be regarded are a testator's meaning and wishes. An HEIR APPARENT, SO Called, is one whose right of in- Heir apparent. heritance is indefeasible should he outlive his ancestor, as the eldest son or his issue ; an HEIR PRESUMPTIVE is one Heir pre- who if the ancestor should die immediately, would under ^'^'"'^ "^' existing circumstances be heir, but whose right to inherit may be defeated by the contingency of some nearer heir being born. Thus, an only daughter is heiress presump- tive to her father (a), but should he have a son, the birth of the latter defeats the daughter's right ; also the second son of the sovereign, or of any other person, is heir presump- (a) 22 & 23 C. 2, u. 10 ; 1 J. 2, Olei-Tce, Hob. 29 (lY24), and the c. 17, s. 7 ; 29 C. 2, c. 3, s. 25. The more modern ones of In re Jmffer- first of these is frequently called son's Trusts, L. R. 2 Eq. 276 ; 35 the Statute of Distributions. L. J. Ch. 622 ; In re Newton's (y) Me Boss's Trusts, L. R. 13 Trusts, L. R. 4 Eq. 171 ; 37 L. J. Eq. 286 ; 41 L. J. Ch. 130 ; Jiidg- Ch. 23 ; Judgments of "Wood, V.C. ment of Wickens, V.C. See Feame, Cont. Rem., sect. 6 (1), (z) See as illustrative cases, Bur- Butler's note ; Broom's Leg. Max. , chett V. Durdant, 2 Ventris, 311 sub Nemo est hcures viventis. (1701) ; Darhison v. Beaumont, 1 (a) 2 Black. Com. 208. P. Vms. 229 (1713) ; Counden v. 74 WILLS OF PERSONAL PIIOPERTY. Other ejcpres- sions in our law involving the word "heir." Heii-at-law. Observations on the above terms. The meaning of "at" in certain legal tive respectively to the throne or the property until his elder brother has a son, when his hopes of succession are , destroyed by the son's birth, of course supposing the latter to Hve. In addition to the terms heir by devise — which may be discarded altogether — heir apparent and heir pre- sumptive, we have in our law, persons called respectively the heir special and heir by custom. The first signifies one who claims to succeed to an entailed inheritance, and the second, one who succeeds according to some custom at variance with the Common Law, as in the case of estates subject to the tenure of Gavelkind, usual in the county of Kent, and which descends to all the sons equally, a course of devolution at one time the most usual all over England (6) ; or, again, in Borough-English lands, which are inherited by the youngest son alone (c). Lastly, we have the heir general, or as he is more commonly called, heir-at-law (d), that is, the person who, after the death of his ancestor intestate, has a right, on account of proximity of blood, to aU his lands, tenements, and hereditaments over which he possessed unfettered control. But with the exception of the improperly termed heir by devise, all the other expressions enumerated, do not "In "law. The word "attorney" as meaning a legal practitioner, now abolished. (b) 2 Black. Comm. 85. (c) Id. 83. (d) The preposition "at," as here used, signifies according to, by, or in, just as in the phrase "At Common Law," "Actional Law," the term "Barrister ai Law," and so forth. It is equivalent to the Latin ad. Thus, the term Serviens AD Legem is Anglicized into Ser- jeant at Law. As regards the word Attorney, it is said that a man may be either an Attorney at Law or in Law, the former meaning an or- dinary legal practitioner, the latter one who acts generally for another, in any capacity of agency, or who receives a power of attorney for that purpose, in which case he becomes an attorney in law, which is equi- valent here to in fact, from the cir- cumstance of being appointed by the factum, or deed. — Story on Agency, §§ 24 & 25. Again, we speak of "malice in fact" and "malice in law," the former mean- ing the word in its familiar sense of ill-will, the latter in its legal sense, indicating the infliction of a wrong without just cause or excuse. With regard to the term Attorney, it may be remarked that it was abolished by the Judicature Act of 1873, s. 87, all legal practitioners, except barristers, being now called Solicitors. THE SUBJECT VIEWED GENERALLY. 75 express community of meaning with the word " heir " in the Roman Civil Law, and no combination of words with the term will alter its strict signification in our own, which we venture again to repeat — singularly enough, partly in the language of the Civil Law — namely, he who, ex justis nuptiis procreatus (e), i.e., begotten during mar- riage, succeeds to his ancestor's lands, &c., by the act of God, right of blood, and operation of law. The before-mentioned expressions, though perhaps Expressions strictly and technically speaking, incorrect, yet are com- renr' k'^^ monly employed by the general consent of the legal pro- tether con- fession to indicate respectively the position of the persons to whom they are severally applicable, and it would not be easy to frame better designations without having resort to circumlocution. A Will of any kind of property in the Civil Law was A Will in the constituted by the mere appointment of a testamentary heir or heirs, according to certain prescribed formalities (/), and those persons were considered at the testator's death, universal successors to all the property, rights and obliga- tions of the deceased, whether acquired before or after the making of his Will. The position of the testamentary heir, although, as To what extent Civil Law cor- respoitds to an (e) Co. Litt. 7S. " Quos ex justis condition to make it legitimate, executor in nuptiis procieaverimus." — Just. that it shall be 6or?i after wedlock. English Law. Inst. 1, Tit. 9. In the Institutes Children also, who are born so long Who are illegi- Nuptice and Matrimonmn are used after the death of a husband that timate children synonymously, i. 9, 1. ' by the usual course of gestation in -English Law. Note. —An illegitimate child, or they could not be begotten by him, bastard, by our laws, is one that is and those, bom in cases where the not only begotten, but born, out of husband is out of the country for lawful matrimony. The Civil and above nine months, are likewise Canon laws, followed in this respect deemed by our law illegitimate in Scotland, do not permit a child children. 1 Black. Com. i5i, 5, 6, to remain a bastard, if the parents and see as to the effect of marriage Marriage with afterwards intermariy ; and herein with a deceased wife's sister, 5 & 6 ^ deceased differ materially from our law, W. 4, c. 54, and the case of Srook ™®'^ ^'^*'^'^- which though not so strict as to v. BrooTc, 9 H. L. Cas. 193. require that the child shall be 6e- (/) Just. Inst. 2, 10, Tit. De gotten, yet mak« it an indispensable Testamentis Ordinandis. 76 WILLS OF PERSONAL PROPERTY. No legacy in Civil Law with- out an heir. "Legacy" not applied to a direct bequest as in our law. Treatment of subject post- poned. Restriction on a Roman tes- tator by Lex Faleidia. Falcidian portion. English law from restric- tion to freedom as to the testa- mentary power. before stated, analogous to that of executor in ours, was, however, although very close, only analogous. Thus, in the Civil Law, without a testamentary heir there could be no legacy, and consequently, " if no instituted heir entered on the inheritance, the gift of the legacy was useless. The term was never applied as in English Law to a direct bequest (g)," but was, in the Civil Law, "an injunction given to the heir to pay or give over a part of the inherit- ance to a third person {g)!' With us, as before stated, legacies in a Will otherwise valid, but naming no executor, are not lost, but will be distributed by the administrator cv/m testcmiento annexo. The precise points of resemblance and difference between the hosres testamentarius of the Civil and the executor of the English Law will be more fuUy explained in our chapter on Executors (h). A Roman testator, by reason of what was called the Lex Faleidia, could not bequeath more than three-fourths of his property in legacies, so that, whether there were one heir or more than one, there remained to him or them, under any circumstances, an entire fourth part of the whole, which was termed the Falcidian portion (i). This Lex Faleidia, passed B.C. 32, was an innovation upon the old Roman Law of the Twelve Tables, inasmuch as by the latter, a testator was able to leave all his pro- perty in legacies. It is noticeable that the progress of the English Law in this respect has been of a directly contrary character, for whereas the full power of an English testator to bequeath his personalty as he pleased did not at one time exist here, yet for many generations past, the law has permitted. Meanings of " Lex" and "Plebiscitum." (g) Sand. Just, Tit. 20 ; note to Introduc. {h} Chap. vi. (i) Inst. 2, 22, De Lege Falei- dia. "Lex est quod populus Eo- manus, sanatorio magistratu inter- rogante, veluti consule, constituebat. Plebiscitttm est quod plebs, plebeio magistratu interrogante, veluti tri- buno, constituebat." — Just. Inst. 1, 2, 4. THE SUBJECT VIEWED GENERALLY. 77 and does now permit, a testator to dispose of all his effects by Will in whatsoever manner he may think proper. By the law of Scotland, "a father cannot bequeath In Scotch law more than a share of bis movable estate, and cannot disposed of by- dispose any of his heritable estate by WUl. He can, ^f^di^^cr tr J J ' VIVOS or mcn-tis however, by a proper deed, alienate and dispose his whole causd. estate mortis causA to strangers, provided he execute such deed in liege poustie," (legitiTna potestate), that is, Lkgepoustie. any time during life other than sixty days before death {k). "With us in England, the power of bequeathing is Sketct of the co-eval with the first rudiments of law ; for we have no bequeathing traces or memorials of any time when it did not exist. j.''^f'^'i' But we are not to imagine that this power of bequeathing extended originally to all a man's personal estate. On the contrary, Glanvil will inform us that by the Common Law as it stood in the reign of Henry II., a man's goods were to be divided into three equal parts : of which one went to his heirs or lineal descendants, another to his wife, and the third was at his own disposal . . . The shares of the wife and children were called their reason- "E«asonable able parts ; and the writ de rationabili parte honormn was given to recover them. This continued to be the law of the land at the time of Magna Charta . . . and Sir Hem-y Finch lays it down expressly, in the reign of Charles I., to be the general law of the land " (I). This rule of law has, however, been altered by imperceptible degrees, and a person was able, at any rate in the time of Sir Wm. Blackstone, to give by Will the whole of his goods and chattels. When first the alteration began we are not able to trace (I); but in our own day, a person may, as Present state far as regards the extent of the gift, devise his realty and ^ power of bequeath his personalty in whatever manner he may bequeathing. choose. (S) Paterson's Compendiirai of (1) 2 Black. Com. 491 ; see also Englisli and Scotch Law, § 848, n. Co. Lit. 176 b ; Mr. Butler's notes, 5, and see § 662, n. 2 & 3. 5, 6. 78 "WILLS OF PERSONAL PROPERTY. Thellusson Act. "^g ^^^^ „ ^^ f^^ ^^ ^.^^^^.^g ^j^^ ^^^^^^ ^f ^.j^^ ^jf^^,, f^j, ^^ a statute called the ThellussoD Act (m), no person shall, by any deed or Will, dispose of any real or personal pro- perty so that the produce thereof shall be wholly or partially accumulated for any longer term than the life or lives of such grantor or settlor, devisor or testator, or the term of twenty-one years from the death of any of such parties respectively, or during the minority of any person who shall be living at the time of the death of such grantor, devisor, or testator (n). We have now considered in a general manner what a Legacy is, according to the law of England, and a short comparison has been made between a portion of the English and Imperial laws of Eonie on the subject. Amongst other things, the nature of a donatio mortis causd, and the chief rules of law thereon, have also been discussed ; we have observed what species of property is ordinarily given by legacy, namely personalty, and it has been briefly shown how, in certain respects, the Roman Civil Law resembles and differs from our own in some points of testamentary law; In short, it has been attempted to present to the reader what may be termed a miscellaneous view of the subject treated of in the present work, by which we have partially cleared our ground, so as to be able to pi'oceed from a general to a more particular consideration of the matters in hand. Having already shown that a legacy properly speaking, deals with personalty only, or realty thereinto converted, by the direction of a testator, it becomes necessary to inquire as to what, by the law of England, is comprised under the denomination of Personal Property. (m) 39 & 40 G. 3, c. 98. On Real Property and Convoy- (n)8eethelea,(i.mgcBBe of Griffiths ancing, 430 ; elao Bllis v. Maxwell, V. Vere, 9 Yes. 127 ; Tudor's L. C. 3 Beav. 587; 10 L. J. Ch. 266. CHAPTER II. OF PERSONAL PROPERTY. The author of the work entitled " The Office and Duty of Executors," quaintly says at the commencement of Chapter V. that : — " The things which shall come to executors/' — that is to say, what a testator may legally bequeath, "are of great multiplicity, and would make a large and confused heap if tied together in one bundle or lump. I win therefore divide and sort them out in parts, after the best manner I can." It is proposed by the present writer now to pursue the excellent course indi- cated in the latter clause of this quotation. By the- Wills Act of 1838 (a), the words "personal Meaning of estate " extend to and comprise the following species of jn^^? Wb property : — A.ct of 1838. Leasehold estates and other chattels real ; Monies ; Shares of government and other funds ; Securities for money (not being real estates) ; Debts ; Choses in Action ; Rights ; Credits ; Goods ; and AH other property whatsqever, which by law devolves Whatever may upon the executor or administrator, and to any share or o^^/executo interest therein (a). is personalty, (a) 1 Vict. c. 26, 6. 1. This statute does not govern Wills made before Jan. 1, 1838. 80 WILLS OF PEESON'AL PROPERTY. and may be bequeathed as a legacy. Personalty, how regarded in law at the present day. Examination . of terms. Chattels Beal. Everything included in this comprehensive list may, therefore, be bequeathed as a Legacy, and will be assets in the hands of an executor. "Our courts now," says Blackstone, "regard a man's personalty in a light nearly, if not quite, equal to his realty ; and have adopted a more enlarged and less technical mode of considering the one than the other; frequently drawn from the rules already established by the Eoman Law, whenever these rules appeared to be well grounded and apposite to the case in question, but principally from reason and convenience, adapted to the circumstances of the times ; preserving withal a due regard to ancient usages, and a certain feudal tincture, which is still to be found in some branches of personal property " (6). We will now examine some of the teims above enume- rated, with a view to ascertaining their legal import. And first as to Chattels Eeal. By this expression is meant certain things which, though not in themselves real property, yet in their nature appertain to, and ha,ve some affinity with, realty. Thus, all estates for terms of years, whether long or short (c), mortgages (d), a right to the next presentation to a benefice (d), lands devised to executors for, and until payment of debts (e), apples growing on a tree, or the tree itself (/), " a box with writings of land," that is title deeds (/), and generally any estate in land if limited in its duration, is a chattel real ; for although it is an interest in land, or, as lawyers usually say, savoixrs of the realty, yet (i) 2 Black. Com. 385 ; "Wms. P. P. 1. The student of the Civil Law wiU perceive that property of a movable character, as chattels, was in this system of j.urisprudenoe deemed of more importance than property of an immovable character, as land. With us the reverse is the case. Wms. R. P., Intro- duo, chap. (c) Wms. R. P., ut supra. {d) 2 Black. Comm. 386. (e) Co. Litt. 42 a. But read with this 1 Vict. c. 26, ss. 30 & 31 ; also Jarmau on WiUs, eh. 34. (/) Termes de la Ley, sub voc. "Catals." OF PEESONAL PROPERTY. ' 81 in contemplation of law it is merely personalty. As such To whom they it will, if bequeathed, devolve on a testator's executor ; or, ^teatecy. ^ in case of intestacy, on his administrator, and not on the i heir at law (c/). This certainty of termination at a specified date, fur- Certainty of nishes the reason why some estates in land are accounted mateany" as simply chattel interests therein, and the rule of law on interest to be of ii clia>tt6l this point may be concisely stated in the words of a very character. eminent conveyancer : — " Estates which are not of freehold are merely chattel interests " (h). With respect to the term " freehold," we may observe that it is an estate in lands or tene- ments held in fee simple, fee tail for life, or pur autre vie, and no estate less than one for some life is a free- hold. The word " chattel," according to Sir E. Coke («), is a Meaning French word signifying goods. Blackstoue says that the "chatfel." word is derived from the technical Latin word eatalla, which primarily signified only beasts of husbandry or cattle, but in its secondary sense was applied to all mov- ables in general (k). Probably, however, the remark of a learned and popular living writer, that the precise derivation of the word has not been traced (l), is correct ; but this is a matter of little importance. Its meaning is well established in- English law,, as comprehending nearly every species of property not actually realty or freehold. Chattels are ordinarily with us divided into two classes, Chattels gene- Real and Personal (m). The Civil Law distinguishes the ^^^^ into two things included in the former, as Bona mmiobilia, or im- main classes. movable goods, and those in the latter as Bona mohilia, or movable goods, that is to say, such as can be annexed to, or attendant on, their owner, and may be carried about (g) Wms. Exors., pt. 2,, bk. 2, (ft) 2 Black. Comm. 385. ch. 1, sect. 1, p.. 670. {I) Wms. R. P. 6. (k) 1 Prest. Cony. 42. (m) 2 Black. Comm. 387. (i) Co. Lltt. 118 i.. 82 WILLS OF PERSONAL PROPERTY. Sub-divisions of animate and inanimate cliattels. True character of Cliattels Eeal, Incorporeal chattels. Chattels Vegetable. from place to place. We may again divide the latter into things animate and inanimate, the first sub-division including horses, cows, sheep, fowls, and all tame animals generally (n), the second containing chattels of which the character is obvious. Things personal in our law, says Blackstone, do not only include things movable, but also something more, the whole of which is comprehended under the general name of CHATTELS ; the idea of goods, or movables only, being not sufficiently comprehen- sive to take in everything that the law considers as a CHATTEL INTEREST, and for this reason it is that we distribute chattels into their two main classes Real and Personal (o). As to the former, however, Mr. Serjeant Stephen is of opinion that " they are not properly the subjects of property, but rather modifications of property, or species of estates in a certain kind of subjects, viz., the things real. When considered indeed in reference to the distinction between real and personal estate they are held ta fall under the latter denomination, their incidents being in general the same with property in movables ; but as regards the distinction between things real and things personal, they appertain to the division of things real, &c." (jp). The same writer mentions another kind of chattel which he terms Incorporeal, and which he makes equivalent to a right or interest connected with some other corporeal chattel, as a patent right or copy- right (q). There are also personal effects of a vegetable character, for instance, the fruit of a tree, if picked, its lopped branches, or even the tree itself when felled, and these when thus severed from the ground may be styled (m) Shep. Touch. 468 n. (o) 2 Black. Comm. 385, 386. (p) 2 Steph. Comm. 2. The ob- servations above cited are founded on the principle that there can be no absolute ownership of realty in England as of personalty. A man can only hold an estate in realty. Wms. R. P., ch. i. (?) 2 Steph. Comm. 9. OB^ PERSONAL PKOPERTY. 83 chattels Vegetable. Apples, pears, grass when cut, are also of this description (r). Again, there are other products of the earth raised Emblements. annually by labour and manurance — ^the latter word, in its legal sense, meaning cultivation generally, as well as mere manuring — called emblements. This term though strictly appUed only to the profits of sown land — from the French Embler, to- sow — has yet been extended to roots planted and other anmud artificial productions, and includes hops, melons, cucumbers, artichokes, carrots, &c., &c. (s). It does not, however, comprehend fruit- trees, grass, and the like, because these are not planted annually at the expense and labour of the tenant, but parLake more of the character of a permanent, or natural profit of the earth (s). All these Real and Personal Chattels above spoken General mle of of, may be bequeathed by a testator, and the general o™eihip*of rule of law concerning Chattels Real and Personal is, chattels real that they shall go to the executor or administrator by when con- ' virtue of his office, and not to the heir (t) ; so that leases ^)<^^^^^^ f^ ^"^ . . tmct things. for years, next presentations, growmg corn, grass cut and secured, money, stock, plate, furniture, and so forth, will generally be assets in the hands of the executors or administrators. But although the general rule of law is as we have Rule when just stated . it, namely, that no chattel interest, especially arrannexfdto those of a corporeal and movable character, shall go to some freehold the heir, but shall vest in the executor or administrator (w), i^ougg. yet there is also another rule to be borne in mind, namely, that where chattels, though in themselves only personal, are so annexed to, and incorporated with, the freehold as to form part thereof, and are consequently necessary to the well-being and proper enjoyment of an inheritance, then (r) 2 Black. Com. .389. Exors., pt. 2, bk. 2, eh. 1, sect. 1, (s) Id. 122, 145, 403. 670. (i!) Shep. Touch. 468 ; 1 Wms. («) 2 Black. Comm. 427. G 2 8i WILLS OF PERSONAL PROPERTY. "Purchase." Devisee's rights to articles annexed to the freehold. Locks, keys, &c., &c. Annexations to the freehold cannot be be- queathed from the heir or devisee of the land. they shall accompany it wherever it may vest, not only by descent (x), but also by purchase (y). The technical meaning of "purchase," it will be remem- bered, is the acquisition of landsy tenements, and heredita- ments by any means other than by descent or inheritance; which being so, even an heir who takes by devise is a pur- chaser of lands, &c., although in the absence of the devise he might have inherited them, and of course consideration for the gift is not necessarily implied by the word " pur- chase," used in its legal sense. In general a devisee of land, &c., will be entitled to all articles annexed thereto, whether they were so before or after the date of the devise, and whether the things were actually, or only constructively annexed, as locks, keys, rings of a house, and this is a very old rule of our law {z). But a tenant for life or in tail, of a freehold house cannot bequeath away the doors, windows, or wains- cot of a house, because the house itself is not devisable by persons in this position (z). The things which are considered by the law as vesting in the heir at his ancestor's decease, and as necessary to his full enjoyment of the inheritance, cannot be bequeathed away from him, especially if the estate itself descend upon him ; indeed, to use the words of Blackstone in refer- ence to heir-looms — which, when they exist, are always considered as chattels closely connected with the inherit- Kule a's to con- flict between heir and execntor. Importance of the feature — "Enjoyment of the inherit- (x) Step. Touch. 469, 470 ; Ex •parte Quincy, 1 Atk. 477 ; Dudley Tt. Warde, Amb. 113 ; Lawton v. Scdrrum, 1 H. Bl. 259 n. (errone- ously cited in 3 Atk. 15 n. as Law- ion V. Lawton) ; Elwes y. Mawe, 2 Sm. L. C. "As between ?ieir and eaxcutor the rule obtains with the most rigour in favour of the in- heritance and against the right to disannex therefroia, and to consider as a personal) chattel anything which has been annexed thereto." Per^ Lord Ellenboraugh, C. J. (1803). See also the great case of Fisher v. Dixon, 12 CI. & Fin., H. L. Cas. 312, where Lord Cottenham lays stress upon the feature " better en- joyment of the land itself," in sup- port of the above rule as between heir of tenant in fee and ths exe- cutor or administrator. (y) The above a,uthorities are equally applicable to the case of pui'chasers, in the technical sense of the term, as^ to that of the heir. (z) See Amos & Fer. 246. As to locks, keys, holts and bars, see the OF PERSONAL PROPERTY. 85 ance — the owner may mangle and dismember his estate as he pleases during his life, yet he cannot do so by his Will (a). Where, however, a testator " has a devisable interest in If a testator a house, &c., he may devise the incidents of the house fnterest^hJThe* and things that are annexed to the house, either together principal he with, or in separation from, the freehold " (&). A tenant in regard'^to" for life or in tail, having no such devisable interest, cannot ^^^ accessory. of course do so, and any attempt in this respect would „ in°*ai/™ave^ be void, unless the things are severable from the free- not sucli hold, and not incident to the inheritance and essential to , ' but tliey can ^ts enjoyment. devise things Suppose that A., the absolute owner of a house, were to "n^cidentto the devise it to B., but should give the incidents of the house inheritance. to C. : the question would be, to whom ought they to Devise of housR ,,„...„.,.,. , .^ , , to B., not the belong ? Agam, it A. died intestate as to his realty, but heir, excepting devised the incidents of the house to B., the same ques- ^^l'""-'" tion would arise as before. favour of c. The answer to each depends upon first, what is meant Intestacy of A. by the " incidents " of a house ; secondly, the wording of ^fth a devise ' the Will; and lastly, the intention of the testator. When it "[j^^^^^^b^ is said that a man cannot by Will mangle and dismember ^^^ ^^^ ^^_^^ his estate, it must be borne, in mind that this refers to an ca^es must be instrument couched in general terms, because the absolute ' owner of a house, &c., can of course do what he may think general terms proper in regard to it(c). But the law, looking upon ^^.^iehefr'' or devisee of judgment of Coleridge, J.; in 5Mop cates that such owner maj/ dispose the fixed ap- V. Elliott, 24 L. J. Ex. Ch. 230, by WDl of things annexed to hia ^^^^^^^j^^^ where he says that these are as freehold away from the heir. Lord much part of the house, and go with Hardwicke also says, in Lawton v. it, as the doors, windows, &c., to Lawton, Z Aik.. : " I think even he- which they belong. tween ancestor and heir, it would (a) 2 Black. Comm. 429 ; Shep. be very bard that accessories should Touch. 471. go in any instance to the heir." Yet (h) Amos k Fer., Kxt. 245 ; Shep. the same great judge, in the same Touch. 430. case, says : "You shall not destroy (c) Lord Brougham, in his judg- the principal by taking away the ment in the case of i^isAer V. iJicctm, accessoiy to it." And the rate is, supra, says : " In the absence of that there is no relaxation between any disposition by the absolute heir and executor. Per Lord Mans- 'owner of land," &c., which indi- finl^mLawtony. Salmon, uM supra. 86 WILLS OF PERSONAL PROPEETY. "Incident" in law. ' Incidents of Word "Furni- ture "in a Will ■will not pass fixtures from the heir or devisee of a freehold house. wanton spoliation of property as a public evil, sets its face against unjust and capricious directions of testators, and will, when possible, construe them in favour of him who claims the estate unimpaired. Thus where A. bequeathed the "furniture" of a freehold house to B., who claimed marble slabs and chimney-pieces, it was held by Lord Chancellor King, that these things could not be included under the word "furniture," nor indeed could anything else closely fixed to the freehold (d) — which are fixtures, in the original sense of that word — inasmuch as they go to the heir by the general rule of law. The word " Incident " in law is said to mean, when used as a noun, something appertaining to, and depending on, another, called the principal (e). Lord Coke tells us also, that " of incidents some be separable, and some in- separable " (e). If the above definition of an incident be correct, we may assume that the incidents of a house mean such things as are absolutely necessary in regard thereto to constitute a perfect edifice of the kind in question. These would be doors, windows, grates, chimney-pieces, not orna- mental, and so forth. Other things may be incident to a house, such as wainscot, pictures, mirroj's, and furniture, &c. ; but these axe not necessarily so, inasmuch as the building may be complete, as a house, without them. Of the former, however, which are inseparably incident to every complete house, it may be said that an absolute owner, desirous of bequeathing them away from his heir or de- visee of the edifice itself, must actually enumerate them by name in his Will, in order to carry out his intention, for mere general words would not have this effect. If the word "Furniture" is insufficient to pass these necessary incidents, still less will the expression " fixed fur- niture," for it has been said of this that it " may embrace even more than the term ' fixtures ' in its strict sense " (/), that is of something closely affixed clearly to the freehold. {d) Allen v. Allen, Mos. 112. {e} Co. Litt. 151 b. (/) Amos & Fer., Fixt. 249. OF PERSONAL PBOPEETY. 87 Where, however, the testator is not the absolute owner Where testator of the house, but a lessee for instance, neither he nor his iso>ily**ermor. representatives having any interest in the freehold, it has been held that things annexed to the house may pass by his Will ig), that is, of course, supposing them to have been placed there by the tenant himself, without the intention of improving the inheritance, and that they can be removed without causing serious inconvenience or damage to the freehold (h). With regard to the expression "Fixed furniture," it has "Fixed been held to comprehend looking-glasses nailed to a wall, and ""^' ^"^' a book-case standing on brackets, in a similar position ; but the intention of the testator in the case referred to,was, as will be seen on a perusal thereof, to make a distinction between his fixtures, his ordinary furniture, and what he called fixed furniture. The bequest was first of a leasehold messuage — the legal term for bouse — with grates, locks, &c., and other fixtures and fixed furniture to A. for life. Then it went on to give him absolutely " other properties in the messuage " not comprehended under the preceding terms " fixtures " and "fixed furniture." The things above men- tioned, namely, the looking-glasses and book-cases, were held not to pass absolutely, but coming within the term " fixed furniture " were, in point of fact, necessary and in- separable imcideivts of the house, enjoyable by A. only during his life (i), and therefore could not be taken by him absolutely. It is thus seen by what rules we should have to be The intention guided in determining the respective rights of the claim- ^pui^ te of ants in our supposed cases at page 85. " In the construe- great.™port- _.-. . . ance in such tion of Wills, the intention of a testator, more than any cases. particular form of expression, is to be resorted to for ascertaining whether things affixed pass. . . . And with {g) Paton v. Sheppard, 10 Sim. (i) Birch v. Dawson, 2 A. & E. 186. 37; 4 L. J., K. B. 49. '(K) "Woodf. Land, and Ten. , chap. 12, sect. 8 (ct), 526. 88 WILLS OF PERSONAL PROPERTY. Devisee's right to accessaries. Fixtures, Heir- looms, and Emblements next subjects for inquiry. The word "Fixture." respect to this, it may be observed tbat, the intention of a testator is frequently indicated by the circumstance of the articles having been used together v?ith the premises during the lifetime of the party " (Jc). But, of course, this must be taken as subject to the foregoing observations concerning the necessity for the use of specific terms by testators desirous of disintegrating their property. As to a devisee of a freehold estate, it may then be stated that he will, in general, acquire the property in all things which are affixed to the freehold, and he will also have a right to all title deeds, charters, &c., relating to the inherit- ance and the box in which they are ordinarily kept, whether fastened or otherwise (1), since although but chattels in themselves, they are necessary to the enjoy- ment of the property, and savour so much of realty, as in the eye of the law to be deemed part of the freehold (m). In short, a devisee stands on the same footing in this respect as the heir who comes into possession of the property {n). This brings us to the consideration of the terms Fix- tures, Heib-looms, and a further reference to Emble- ments, already mentioned. These we will treat of shortly in the order here indicated. The word " Fixture," which is, comparatively speaking, a very modern term of law (o), is one that introduces us to a subject requiring much concentration on the part of a writer to properly elucidate- it, and often consider- able attention from a reader to understand what may be stated. It is proposed here to say something about Fixtures, but with as much brevity as is consistent with the object now in view, namely, to show how they are connected with the law relating to Wills of Personalty. The etymological and natural meaning of a Fixture, ex [Ic) Amos & For., Fixt. 251. (I) Shep. Touch. 470, 471. (m) 1 Wins. Exors., pt. 2, bk. 2, oh. 2, sect. 3, 724. (n) Shep. Tmreh. 470. (o) Per Parke, B., in Sheen tr. Richie, 5 M. & W. 175 ; 8 L. J. Ex. 217. OF PERSONAL PROPERTY. 89 vi termini, is something which is firmly attached to Its natural and another thing, presumably of a more stable character than ^^"nF itself. In law, however, this term has been favoured with such a variety of significations, that one writer of eminence its legal remarks that, in general, "Fixture" denotes the very ^™i""^- reverse of what its name appears to indicate ! (p) It has been called something which is essential to the use of the freehold, whether actually fastened to it or not ; and again, it has been said not necessarily to mean anything affixed to the freehold (q). It will no doubt occur to the reader that we might as Unsatisfactoi-y well either expunge so peculiar a word from our legal theTerm. " vocabulary altogether, or else bestow upon it a more definite signification than it possesses ; or, as a third alternative, replace it by some other term more appro- priate and more expressive of the sense which is now usually ascribed to the word " Fixture " (r). This is set forth in the following definition, which the Present mean- reader may accept as conveying the purport of " Fixture " ^^°i ^^f'^' as now generally received, and, at any rate, that the word tempted to be 1 1 ■ J.1 ■ 1 defined. possesses when used m this work. Fixtures then, may be described as articles originally of Removability a chattel character, anixed or annexed to, but not mcor- definition. porated with some freehold tenement, for purposes of profit, utility or ornament, severable and lawfully removable there- from during the term of tenancy, and therefore saleable and bequeathable, by the party who annexed them, or his repre- sentative, against the will of the owner of the freehold (s). ip) Chitty, Gen. Princ. 161. ff alien v. Bunder, 1 Cr. M. & R. (q) Per Parke, B., in Sheen v. 266 ; 3 L. J. Ex. 260 ; Amos & Eiekk, 5 M. & W. 175; 8 L. J. Ex. Per., Fixt. 2, 3. Martin, B., in his 217. judgment in Elliott v. Bishop, stated (r) The term "Accessory," for that the definition of a Fixture instance, or "Incident," would ^ysb. in Hallen y. Bwnder y^as the perhaps better express the ordinary best within his knowledge. 24 L. J. signification of "Fixture," than Ex. 38; but see the case in the does the ambiguous word itself. same volume at p. 230. (s) Judgment of Parke, B., in 90 WILLS OF PERSONAL PROPERTY. Annexation and "complete annexation. " Eastwood. Annexation, which is a question of fact, depends upon the cir- cumstunces of each case. MdUand t. Sodgson. Difficulty of deciding as to what is an- nexation. Degree of annexation. Object of annexation. Intention to make a chattel part of the freehold makes it such. As to what is meant by annexation, it ipay be said in the words of the learned writers mentioned below (f), that "If it be found that in point of fact, the connection with the soil does not amount to complete annexation, and that the thing is not strictly affixed, it remains in that case to all intents and purposes, a mere personal chattel, and is in the same situation as any other chattel which has never been brought upon the premises." In Hdlawell y. Eastwood (t), decided in IS.^l, Parke B. stated annexation to be a question of fact depending upon the circumstances of each case, and principally upon two considerations ; first, the mode of annexation to the soil or fabric of a house, and the extent to which the article was united ; and secondly, on the object and pur- pose of the annexation. This opinion, subject to a slight qualification, not necessary to be here mentioned, was declared by the Court of Exchequer in a recent case (u), to state the true principles of law as regards annexation, but the Court observed that, " it is very difficult, if not im- possible to say with precision what constitutes an annexa- tion " sufficient to make a chattel part of the freehold. "It is a question which must depend on the circumstances of each case, and mainly on two circumstances as indicating the intention, viz. the degree of annexation, and the object of aimexation. Where the article in question is no further attached to the land than by its own weight, it is generally considered a mere chattel; see WUtshear v. Cottrell {v), and the cases there cited. But even in such a case, if the intention is apparent to make the articles part of the land, they do become part of the land ; see D'Uyncourt v. Gregory " {x), which was, however, a case of ornamental fixtures. {t) 6 Exch. Kep. 295 ; 20 L. J. Ex. 154. (u) Holland \. Hodgson, L. R., 7 C. P. 328 ; 41 L. J. C. P. 146, in which the judgment of the Court was delivered by Blackburn, J. (r) 1 E. & B. 674 ; 22 L. J. Q. B. 177. («) L. R. 3 Eq. 382 ; 36 L. J. Ch. 107. OF PERSONAL PEOPEKTY. 91 In other words, if the things are affixed for the purpose Things annexed of improving the inheritance they are not removable ; if onrnprovrng"^* annexed for a temnorary purpose they are (li). ^^^ inheriiance ^ , ^ , ■ , . , , . not removable. " Perhaps the true rule is, that articles, not otherwise ^^^ ^] attached to the land but by their own vjeight, are not to ttis subject as be considered as part of the land, vmless the circumstances i^ia down. are such as to show that they were intended to be part of the land " (z). In this case, the onus of showing that they Onuspro- are -so intended, is on those who assert that they have ceased to be chattels (a). On the other hand, " an article which is affixed to the Articles affixed land, even slightly, is to be considered as part of the land,^ " y « ig y- unless the circumstances are such as to show that it was intended all along to continue a chattel." In this instance, Onus pro- the onus lies on those who contend that the article is a chattel (z). It was stated by Parke, B., in Hellawell v. Eastwood, As to facility in that portion of his judgment so particularly agreed to by the Exchequer Chamber in the case cited below (z), and to which we have just referred, that as to these ques- tions concerning annexation, there was another matter to be considered, namely, whether the article alleged to be united to the land or house, could or could not be removed integre salve et commode, without injury to itself or the fabric of the buildings. , But more recently, we have it Criterion of a stated on good authority, that the question as to whether acoessoij. an article is only a personal chattel or a fixture, depends upon whether it is or is not part of the land or building from which it is proposed to be removed, not whether it can or cannot be easily severed therefrom (a). D'Eyncourt v. Gregory was, as lately remarked, a case ^.f^.*"""* ^' of what are called ornamental fixtures, and the contest (y) By tte Eoman Civil Law, a another man's land, the building man built on Ms own grovmd with, became the property of the land- another person's materials, the owner, quia omns qucd incecUflcatur former was considered the owner of solo cedit. Just. Inst. 2, 1, 29, 30. the building : if on the other hand, (s) Holland v. Hodgson, swpra. he built with his own materials on (a) D'JEyncourty. Gregory, supra. ^^ WILLS OF PERSONAL PEOPEKTY. was between a tenant for life and a remainderman, but the criterion of a fixture there laid down, seems applicable f« '•'■'.•' •' leading case on seems to bear oppressively upon the tenant farmer, who. Agricultural although not a trader within the technical and narrow '■^^°^^- sense of the term (a), yet carries on a business which would seem to be as much a " pillar of the state " as ordi- nary trade, and which Lord Kenyon, in rather overstrained terms, styled the pillar of the state." The glaring and unjust absurdity above alluded to, at interference in length attracted the notice of the Legislature, and in 1851 1851 of the a statute (6) was passed, which enacted among other things, on behalf of that any agricultural tenant who shall erect, at his own cost, agncultui-al and with the oonsent in writing of his landlord, any farm buildings, detached or otherwise, or shall put up any engine or machinery, either for purposes of trade or agricul- ture, and whether these be built on, or permanently fixed to, the soil, may remove the same, so <*s he do not injure the land, and provided the landlord do not elect to take the same. If he elects to take them, the tenant must furnish him with a written notice a month previous to the pro- posed removal, and the Fixtures, if taken, the value of them is to be settled by two referees, or by an umpire, if required ,(c). It will thus be seen that, this Act refers both to agricultural tenancies, and also to those in which ' agiiculture is combined with trade. Again, and very recently. Parliament has taken another Agricultural step in favour of the agricultural tenant in this respect, ?°'^'°ss Act, by an Act which came into operation on the 14th of February of the present year, 1876 (d). By the first clause of sect. 53 of this statute, and which cannot be com- (a) A farmer, technically speaking, Agricultural Holdings (England) is not a trader. See S. v. Inhabitants Act, 1875, " which has reference of Whitnash, 7 B. & C. 601. Judg- only to tenancies of two acres and ments : 32 & 33 Vict. c. 71 (" The upwards, and which are wholly Bankruptcy Act, 1869," soh. 1.) agricultural, wholly pastoral, or (6) 14 & 15 Vict. c. 25. those in part agricultural, and as to (c) .Sect. 3. the rest pastoral (sect. 58). [d) 38 & 39 Vict. c. 92, "The 108 WILLS OF PERSONAL PKOPEETY. Agriealtural Fixtures now removable by a tenant. Steam Engine. Modifications of the tenant's right under the Act. Payment of rent a condi- tion precedent to removing a Fixture. No damage to be done to buildings. Damage done muFt be paid for by tenant. Tenant must give a month's notice in writing to landlord. I/andlord's option as to purchasing his tenant's Fixtures. mended as a model of luminous diction, it appears to be enacted that there are three sorts of Agricultural Fixtures which may be removed by a tenant, in the nature of engines, machines, or other Fixtures which he annexes to his holding, namely : — (1.) Those for which he is not entitled to compensa- tion by this statute or otherwise ; (2.) Fixtures not erected by him in pursuance of some obligation to erect such ; (3.) Fixtures not erected by the tenant in substitu- tion of any previously belonging to the land- lord at the time of the demise. " Nothing in this section shall apply to a stea/m engine erected by the tenant, if before erecting it, the tenant has not given to the landlord notice in writing of his intention to do so, or if the landlord, by notice in writing given to the tenant, has objected to the erection thereof." The tenant's right is also modified by five provisoes, namely, — ■ {1.) Before the removal of any Fixture he shall pay all rent owing by him, and shall perform or satisfy all other his obligations (e) to the land- lord in respect of his holding. (2.) In the removal of any Fixture, the tenant shall not do any avoidable damage to any building or part of a building. (3.) If any such damage shall have been done, the tenant shall immediately make it good. (4.) The tenant must give to the landlord one month's notice in writing of his intention to remove any Fixture. (5.) At any time before the expiration of this notice, the landlord by notice in writing to the tenant may elect to purchase any Fixture comprised («) ■ As to a tenant's obligatiou to restore or replace the original tixtiires, at any rate those of a trade or ornamental character, see Martyr v. Bradley, 9 Bing. 24 ; and Sunderland v. NewUm, 3 Sim. 450. OF PERSONAL PROPERTY. 109 in the tenant's notice, and such Fixture must be left by the tenant, and shall become the property of the landlord, who must pay what its fair value may be to any incoming tenant, and any difference between the parties shall be settled by a reference under the Act, but without appeal. It will be seen that this statute defines and enlarges Observations more fully than the preceding one, the respective rights '"'*'* "*■ of landlord and tenant in regard to the removal of Agri- cultural Fixtures, and therefore still further restricts the absolute rule of the Common Law declared in Elwes v. Mawe. Before the 14 & 15 Vict. c. 25, a purely agricultural tenant, under all circumstances, was obliged to leave his Fixtures for his landlord without any compensation ; now, as we have seen, he may, if he has previously obtained the consent of his landlord for their erection, remove any that he has annexed to his holding, and for which he could not formerly, or can by the latter Acts, claim compensation. The case of El/wes v. Mawe is only impaired by these Elwu v. Mawe statutes to the extent above indicated, and it will therefore ^ity on still stand as an authority, so far as it shows what were Agricultural 1 -n- • 1 1 1 1 J Fixtures. the fixtures that a mere agricultural tenant could not remove, but these are the very ones that he may now, by virtue of the two Acts of Parliament, either take away, or be paid for by his landlord, provided that his previous consent for their annexation in writing shall'have been obtained. Thus, the " unqualified rule laid down in Elwes v. Mawe, Altered which excluded agricultural tenants from participating in ^"griouitraal the advantages possessed by tenants in trade in regard to tenants in Fixtures," has been (/), as it were, accessory to the require- right to remove ments of justice and common sense. The old rule has Fixtures. been qualified and enlarged in favour of agricultural tenants, while the distinction upon which it was founded, , (/) Amos & Fer., Fixt. 56. no WILLS OP PERSONAL PROPERTY. Domestic and ornamental Fixtures. 'Wtat tilings- may be considered Domestic Fixtures. Ornamental Fixtures. General^ role of law con- cerning tliem. may now be looked upon as being to a great extent a thing of the past, nor need any custom hereafter be cited to support a tenant's right in this respect. Domestic Fixtures or Ornamental Fixtures are those which a tenant puts up for general pui-poses of con- venience and utility or mere decoration. In favour of Fixtures of this and the ornamental class, like those appertaining to trade, exceptions were even before Poole's case (g), introduced (h), notwithstanding Lord Coke's state- ments of the law to the contrary (i), for it was found that the state of refinement to which the country was ar- riving, in matters of domestie furniture and decoration, rendered the rules of the feudal law incompatible with the general convenience of society " {i}. Under the head of Domestic Fixtures may be included such things as furnaces, iron backs to chimneys, benches, doors, windows, grates, stoves, cooking-coppers, mash-tubs, water-tubs, blinds, pumps, and the like, annexed or affixed to the house either by the tenant or the reversioner. Under that of Ornamental Fixtures, we may mention articles like book-shelves, as hangings, pictures, pier- glasses, chimney-glasses, tapestry, wainscot fixed by screws^ cornices, verandahs, conservatories, pineries, and so forth. The general rule of law respecting all these is, that " where a lessee, having annexed a personal chattel to the freehold during his term, afterwards takes it away, it is waste . . . , Matters of ornament may or may not be re- movable, and whether they are so or not must depend on the particular circumstances of each case" (k). Into these it is not within the scope of the present treatise to enter ; accordingly, it must here suffice to present the reader (g) 1 Salk. 368 (1704). {k) Squier v. Mayer, 2 Frem. 249 (1701). Thia case was between the heir and exeeutor of the owner, not between landlord and tenant. {%) Co, Litt. 63 a ; 4 Co. Rep. 64 (HerlaJcenden's ease). {k) BiuMamd v. ButterfieU, 2 Bred. & Bing. 54 ; 4 B. Moore, 440. Judgment of Dallas, C. J. (1820). This case is considered the leading one on the present subject. OF PERSONAL PROPERTY. Ill with the authorities that may profitably be consulted as to various Fixtui'es enumerated under this head (l). It may, however, be stated that the following in- Matters to be quiries have always been considered material in cases c<"isidered , . . . ui questions concerning domestic or ornamental Fixtures, namely : — which arise (1.) Whether the article was one of domestic con- Domesdo and venience or for ornament. Ornamental (2.) Whether it was erected by the tenant, (3.) Whether it could be moved entire. (4.) What are the mutual relations of the parties who claim such Fixtures. It may be said generally of the things we have enume- Criterion rated, that if they do not when annexed form part of the ^^avahSity building to which they are affixed, then they may be removed by the tenant; if, on the other hand, they do form part of the building, then they cannot be re- moved (m). This, of course, resolves itself into a matter of evidence, and the impossibility of laying down any general rule on the subject suitable to evei-y set of cir- cumstances is obvious. " In respect of all these classes of Fixtures, namely-, the Mode of Mixed Agricultural, the Trade Proper, and the Domestic ?°i«™tion ° - ' r ' immaterial. or Ornatnental classes, the manner or the measure of the annexation is perfectly immaterial in every case as between landlord and tenant " (■n.), that is so far as regards the right to removal ; not, of course, as regar(fc the tiTtie of removing them. The above remark, however, with all deference, seems of somewhat too sweeping a character to be adopted literally in practice. The foregoing is a brief and imperfect outline of Fix- Treatment of tures when considered as to their nature. The mode of ' ® ™ •'^°*' treating the subject here adopted, although deprecated by (T) Amos & Per., Eixt. 71 — 93 ; life and remainderman. Mr. Archibald Brown's Law of (») Brown on Fixtures, § 89. But Fixtures, ch. 3. Grady on Fixt. § 4. see the judgment of Blackburn, J., (m) D'EynamrtY. Gregory, L. E. in Chidley (App.) v. Chv/rchwardetis 3 Eq. 382 ; 36 L. J. Ch. 107. This of West Ham, 32 L. T. Eep. 486, was a case as between tenant for as to the intention of annexation. 112 WILLS OF PERSONAL PROPERTY. The real questions on Fixtures within the scope of the present work. Postponement of the subject. The question is— What Fixtures may a man success- fully leave by Will? Heir-looms. The learning on this sub- ject somewhat confused. some writers, is probably one better suited than any others to the purpose for which the present subject has been referred to. This is to furnish the reader with simply a general view of the rules of law as to Fixtures, and so to place him in a position to better comprehend the nature of those questions, a discussion of which strictly falls within the compass of a treatise on Wills. Such are those arising between the persons mentioned in the first of our two classifications, namely, — (B.) Between the executor or administrator of a tenant in fee simple, his heir or devisee ; (C.) Between the executor or administrator of a tenant in tail, his heir, the reversioner, or re- mainderman of the estate ; (D.) Between the executor or admiuistrator of a tenant for life, and the reversioner, or remainderman. Concerning the claims of these parties to Fixtures, it was thought advisable to make no mention of them in the preceding pages, and the present writer is of opinion that their consideration may be still further postponed, and that it may more appropriately be introduced into the chapter concerning executors. Our purpose is to inquire what things, amongst those which we have just been speaking of, a man may successfully bequeath by his Will, in other words what his executor may take as against certain other ((persons, or what the administrator of his estate is entitled to claim in case of an intestacy. As before stated, we defer the consideration of these ques- tions to another chapter, and now pass on to notice a subject closely related to, but distinguishable from, Fix- tures, that of Heir-looms (o). The learning which concerns these, as in the case of the former, seems to be of a somewhat confused cha- racter. The learned antiquary, Sir Henry Spelman, tells us in his Olossariwm ArchoBologicv/m,(p),-pn}Ais]ied in the (o) Toller includes Fixtures under heir-looms, bk. 2, oh. 4. {p) See under Heir-looms. OF PERSONAL PROPERTY. 113 16th century, that an Heir-loom signifies Any very strong Sir H. Spei- article which cannot be severed from the fabric of a house, ^^li^^' Lord Coke begs his readers to note that, "in some Heir-loom, places, chattels are Heir-loomes, as the best bed, table, pot, pan, cart, and other dead chattels moveable may go to the heire . . . but the Heire-loome is due by custome and not by the Common Law " (g). Blackstone states that, " an Heir-loom, or implement of Biackstone's furniture, which by custom descends to the heir, together description, with a house, is neither land nor tenement, but a mere moveable ; yet, being inheritable, is comprised under the general word hereditament ..." (r). The same writer also says that, " they are generally such things as cannot be taken away without damaging or dis- membering the freehold ; otherwise, the general rule is that no chattel interest whatsoever shall go to the heir, notwithstanding it be expressly limited to a man and his heirs, but still vests in the executor " (s). Again, he speaks of them as " mere chattels," which, however, " cannot be devised away from the heir " (s). The word loom, used in this compound term, signifies Derivation of in the Saxon language a limb or member (f) ; conse- quently, Heir-loom, simply means a limb or member of an heir's property, that is to say, his inheritance, for which reason an Heir-loom has also been called principaliv/m or hoBreditarium (u). But although an Heir-loom is considered as so annexed what is to an inheritance as to be a part thereof, yet this may ™^^twnto exist only in contemplation of law, for deer in a park, the freehold of fishes in a pond, rabbits in a warren, doves in a dove- house, charters, court-rolls, title-deeds, and other evidences of the right to land, together with the boxes or chests containing them, though in themselves but chattels, are held to be Heir-looms (x), because they — especially the (g) Co. Litt. 18b. is the Saxon for heir; leoma for (r) 2 Black. Comm. 17. loom. (s) Id. 427, 428. (m) 6 Co. Litt. 18 b. (t) 2 Black. Comm. 427. Seier ~ (x) 1 Cru. Dig. 59. 114 WILLS OF PERSONAL PEOPEETY. Definition of the word lemarked upon. The right to Heir-looms is dependent on special custom. Lord Coke's opinion as to the force of custom in this respect. Inheritable quality of Heir-looms. latter things — would be necessary to the proper enjoy- ment of the estate to which they are annexed. This being so, Spelman's definition of an Heir-loom is not to be relied on now ; nor is that ruling of Lord Holt, C. J., at Nisi Prius, in which he says that a jewel cannot be an Heir-loom, but only things ponderous, as carts, tables, &c. (y) ; for the Crown jewels are Heir-looms (z) which the Sovereign has no power to bequeath from his suc- cessor ; moreover, the things enumerated in our last para- graph, are certainly not of a very " ponderous " character. The right to real Heir-looms depends entirely upon special custom, which, when relied on, must be strictly proved; and out of the materials already before the reader, we may extract the following definition of an Heir- loom in its strict and proper sense, namely : a "loose per- sonal chattel, such as would ordinarily, and but for the particular custom, go to the personal representative of the deceased proprietor " (a). If, then, a man be seised of a freehold house, and possessed of divers Heir-looms that by custom have gone with the house, and by Will bequeaths away these things, the bequest is void, because, after the ancestor's death, they would be vested in the heir by the custom, which the law prefers in this case to the Will (6). Hitherto we have spoken of Heir-looms entirely ac- cording to their legal signification, that is, as inheritable chattel members of an estate, which itself, in the absence of a Will, descends to the heir. This inheritable quality constitutes the peculiarity of an Heir-loom, properly so called ; since, as before stated, by the general rule of the Common Law, a man cannot be heir to goods and chattels, for hceres dicitur ab hcereditate, and these things are not wiheritahle (c). (y) Petre v. Menage, 1 Lord Eaymond, 728. (ss) Co. Litt. 18 b. {a) Amos. & Fer. Kxt. 192. (b) Co. Litt. 185 b; Pusey v. Pusey, 1 Vem, 273 ; and see the commencement of the judgment of Lord Macclesfield, C, in Tip- ping T. Tipping, 1 P. Wms. 730. (c) Co. Lit. 8 d. But see Mr. OF PERSONAL PEOPERTY, 115 The reader will not be surprised, after what has been Heir-looms, said, to hear, in the words of Mr. Joshua Williams, that cS'not " Heir-looms, strictly so called, are now very seldom to be often met met with" (d). The reason of this is, that questions con- cerning these things at the present day, would, for the most part, be governed by the rules of law which regulate Fixtures as between heir and executor. What we term Fixtures appear in the old books to be confusedly mixed up with Heir-looms, concerning which the main idea was their physical or supposed firm annexation to, and incor- poration with, the freehold, their inseverable character in regard thereto (e), and their strictly heritable quality. Thus much of Heir-looms proper. We now come to Chattds in . . T . Til '™ nature of the consideration of certain things, popularly but eiTo- Sdr-ioom neously, so styled, such as pictures, books, plate, and so designation forth. These, when correctly designated, should be styled of what are Chattels in the Nature of Heir-looms, although of llji^ Heir- course when termed simply Heir-looms, their real meaning looms, is well understood by lawyers. Chattels of the kind mentioned above, may by Will or Such may settlement be made to devolve like Heir-looms ; indeed, subjects of " it was long ago held that they might be bequeathed or y™* ^®*' limited in strict settlement (/) to one for life, with re- mainder to others in. tail, although they would be con- formable to the rules of law concerning executory trusts and devises, and therefore not be inalienable for a longer time than lives in being, and twenty-one years after (g). But the general intent of the instrument creating the entail, together with its transmission clause, will have to be considered, assuming of course that the limitations are in themselves, valid. Butler's note (7) to Co. Litt. 18 b, an estate is settled on a parent for as to how personalty may be life, with remainder to his first and limited in strict settlement. other sons successively in tail. (0) Wms. P. P. 12. (g) See Mr. Butler's note (7) in (e) 12 Mod. Rep. 519, 520 (1692). his edition of Co. Litt. 18 b, and {/) " Strict settlement" iswhere the cases there cited. Feame, Cont. I 2 116 WILLS OP PERSONAL PROPERTY. There need be no limitation of realty to guide such limitations of peiBonalty. The general principle of law that personalty cannot be entailed, considered. How the permitted infraction of the rule is restricted. niustrative case. It seems to be implied from the judgment of Vice- Chancellor Wood, in Shelley v. Shelley, cited on the pre- ceding page (g), that there is no valid objection to the settling of chattels to devolve as Heir-looms, although there may be no corresponding limitations of realty to guide those of the personalty ; and even assuming that any such objection does exist, it would not at any rate apply to the case of an executory trust of family jewels. The reader is here reminded of one of the rules of law concerning personalty, namely, that it is, in general, not capable, like realty, of being entailed, so that if I directly bequeath a chattel to A. and the heirs of his body, A. takes the thing absolutely, immediately on my death (h), just as if I made the gift to him simply, or to him and his heirs (i). Accordingly, the power to limit personalty, in the manner in which we see it can be limited as regards chattels in the nature of Heir-looms, is so completely an exception to the ordinary doctrine, as almost to be con- sidered in the light of a distinct rule. As with all permitted infractions of general rules of law, the exercise of this one is kept strictly within the bounds which have been assigned it, and if attempts be made to over- step these, they wiU fail. Thus, where a testator bequeathed to his son plate, &c., to be held by him as Heir-looms, and directed his executors to make an inventory of the things in question, and then by a codicil bequeathed them to his executor in order that they might be held as Heir-looms in his family, this bequest was held to be direct, and of course the in- tention of the testator was defeated, since by the general Rem. ch. 4, sect. 8, and "Wms. E. P. pt. 2, ch. 3, as to Executory Interests. See further on this sub- ject, Potis v. Potts, 1 H. L. Gas. 671 ; SecursdaU v. Cv/rzon, 1 Jo. & H. 40 ; 29 L. J. Oh. 249 ; ITar- rmgton v. Harrington, L. R. 3 Ch. App. 564 ; 40 L. J. Ch. (H. L.) 716 ; Shelley v. Shelley, L. R. 6 Eq. 540 ; 37 L. J. Ch. 357 (Judg- ment of "Wood, V. C). ig) See previous note. (h) Voncaster v. Boncaster, 2 K. & Jo. 26. (i) Byng v. Strafford, 5 Beav. 558 ; 12 L. J. Ch. 169. OF PERSONAL PROPJEKTY. 117 principle of law referred to, they became vested absolutely in the first taker of them (k). To avert the operation of the general rule in these What is cases, it is necessary not only to settle the property by prevenTthe" deed or WUl, upon trustees in trust, to permit the chattels operation of to go as directed by the settlor or testator, but also to principle of insert a clause specially providing against the absolute '*''• vesting of them in the first taker. Suppose a person desirous of settling certain chattels as Lord West- Heir-looms were to say : " I give and bequeath to trustees la's m" ^' my plate, &c., &c., in trust for the person or persons who J^rrington v. for the time being shall, under, or by virtue of, or under the limitations contained in any settlement of my mansion- house at X., and the estates of Y. settled herewith, be in actual possession of the same mansion-house and estate, to the intent that all and singular such personal property may be deemed Heir-looms, to go along with, and for ever be used with the same mansion-house and estate, so far as the rules of law and equity will permit." Such words will not in the present state of the law create an executory trust (Q, but are by themselves words of direct and com- plete gift, and only avail to transmit the enjoyment of the chattels up to the limit of the time allowed by the law for postponing the absolute vesting of personalty, namely, a life or lives in being, and twenty-one years after (m). " To meet this diflSculty," that is, the severance of the insertion of chattels from the settled real estates, " it has been usual to ^^nS^ln annex to the direction, that the Heir-looms shall go along a wm or Set- with the settled real estates, a condition that the Heir- entailed chat- looms shaU not vest absolutely in any tenant in tail, *'Jg't'^^"„!"'* unless such tenant in tail shall attain the age of twenty- luteiy in first one years, or dying under that age shall have issue in- ^ ^''' heritable under the settlement " (m). Without this condition, the chattels will vest in the Consequence of omitting snoh (]c) BiyiMlaiid v Morgan, 5 Hare, Westbury, in Harrington v. Bar- condition. 663 ; 17 L. J. Ch. 339 ; afltoned, rington, is much to be regretted. 18 L. J. Ch. 78. (m) Per Lord Westbury in the (l) Wtich, as observed by Lord same case. 118 WILLS OF PERSONAL PEOPBRTY. No diflference between the construction of executory trusts created by Wm and those by deed. The power of creating future interests in personalty is not confined to chattels in the nature of Heir-looms. Origin of the doctrine con- travening the Common Law rule. Some of the chattels in the nature of Heir-looms descend to the heir as of first tenant in tail at Ms birth, and, of course, belonging to his personal representative, they wUl be severed from the realty, and the settlor's intention is defeated. There is no difference between the construction to be put on an executory trust created by marriage articles, and on one created by a Will, except so far as the former is more emphatically the means of ascertaining the intention of those who created the trust (n). This power of creating future interests in chattels is not confined to such as we have been considering, namely, those in the TiMwre of Heir-looms, but it may be exercised over aU personal estate by means of the doctrine of executory interests. The ulterior limitations in question were void by the general rule of the Common Law, just referred to ; but a distinction appears to have been early taken between the bequest of a chattel itself and the use of it, for the latter might have been limited over to any person other than the first taker. The distinction in this respect between an article q,nd its use has quite disappeared, and it is now settled that any personal property may be limited over in a WiU, or by way of executory trust, that is, where the bequest, trust, or agreement is merely directory and incomplete, and requires the assistance of the Chancery Division of the High Court of Justice to give it effect (o). Some of these chattels vn the nature of Heir-looms will, it appears, descend to the heir ; as for instance, a coUar of S.' S. ( p) belonging to his ancestor ; ancient por- traits of former owners of the estate ; a monument in a («) West V. HoViMsdale, L. E 4. E. & I. App. 543 ; 39 L. J. Oh. (H. L.) 505. This was the case of an entail to correspond with the limitations in a patent creating a peerage. "The distinction be- tween marriage articles and an exe- cutory trust under a "Will is new to me." Per Lord Eldon, C, in Lincoln v. Newcastle, 12 Ves. 218. (o) Eearne, Cont. Rem. (Exec^ Devises) ch. 1. ; and see Mr. Josiah Smith on Executory Interests in his edition of Fearne. Also see 2 Eop. Leg. ch, 22, sect. 4. {p) St. Simplicius. See a full ac- count of the collar of S. S. in "The History and Antiquities of the Four Inns of Court, &c., &c.," written, I believe, by John Rayner, and pub- lished in 1780. OF PERSONAL PROPERTY. 119 church, with any appendages thereto (q) ; and it seems that charters, title-deeds, &c., relating to the inheritance, are more properly included under the term chattels in the nature of Heir-looms, since they do not go to the heir under all circumstances. Thus, if the title-deeds of an Pawned or estate are pawned or pledged for money lent, that is to deeds! say, if they form the security for an equitable mortgage, they are but chattels in the hands of the mortgagee, and will at his decease go to his personal representative (r). Lastly, we may remark that by the special custom of Special custom some places, carriages, and also various articles of. house- places^ hold furniture, and implements, may be heir-looms ; but such custom requires to be strictly proved (s). Returning to Emblements, the nature of which has Emblements already been alluded to at page 83, we may now enunciate ^faw^con- the broad doctrine of law concerning these, which is that cemingthem. " Every one who has an uncertain estate or interest in land, if his estate determines by the act of God before severance of the crops thereon, shall have the emblements, or they shall go to his executor or adminis- trator " (t). "Jhis being so, as a general rule, the personal Emblements representatives of a tenant for life, or for years, si to the personal tarnidiv, vixerit, who has, while living, sowed the land, representative. are entitled to the crops, by reason of the uncertain interest which the tenants in question respectively pos- sessed in their holdings (v). The principle proceeded upon by the law, in thus The principle giving emblements — which, although annexed to the soil, stated to be (q) 2 Black. Comm. 429. referred to, have been such as con- (r) 3 Bao. Abr. Exors. and cem Vas freehold. Admors. H. 3. See, on this sub- (s) 2 Black. Comm. 428. ject, Russell v. Russell, 1 L. C. (t) 1 Wms. Exors. pt. 2, hk. 2, Eq. ; Fenvnck v. Potts, 8 De G. eh. 2, § 2, p. 715, citing Comyn's M. & G. 506. It should be ob- Dig. Biens (G. 2). served,' that such documents as [u) Ibid. , where the case is con- relate merely to personalty, as sidered of an executor or adminis- leases, goods, chattels, or debts, go trator not being able to claim to the executors as a matter of emblements, course. The deeds, &c., hitherto 120 WILLS OF PERSONAL PROPERTY. he encourage- ment to a tenant to cul- tivate his land. Emblements must be the result of the tenant's annual labour. One crop only. Property in emblements is a distinct one in law. DoTisee pre- ferred to heir. ai-e accounted as only chattels — ^was well explained by Lord Denman, C. J., in the case of Graves v. Wdd (x), in r833, and also learnedly discussed arguendo by two of the ablest counsel then at the bar. " That principle is," said the Lord Chief Justice, " that the tenant should be encouraged to cultivate, by being sure of receiving the fruits of his labour ; but both sides were agreed that the rule did not extend to give the tenant all the fruits of his labour, or the right might be extended in that case to things of a more permanent nature, as trees, or to more crops than one .... It was therefore admitted by each that the tenant could be entitled to that species of pro- duct only which grows by the industry and manurance of man, and to one crop only of that product." The correct rule is, that a tenant's personal representa- tive is entitled to a crop of that species only which ordi- narily repays the labour by -which it is produced, within the yeai- in which that labour is bestowed. We thus see that the law, with a view to encourage agriculture, has created a property in emblements dis- tinct from that of the soil, and it would seem to follow from this, that he alone who sows, or his representatives, shall necessarily have the benefit of reaping ; yet this pro- position, in connection with the present subject, though almost universally true, nevertheless admits of the follow- ing exception. Suppose A., a tenant in fee, to sow his lands, devise them to B., and then die before the crops are severed ; also, before the latter event takes place, B. dies too. In such case, it might be thought at first sight, that A,'s heir or executor would have the emblements ; but it has been held that B.'s executor would take them {y), because he stands in the place of the executor by the direct terms of the devise (2:). (x) 5 B. & Ad. 105 ; 2 Nev. & Man. 725 ; 2 L. J. K. B. 176 see also Co. Litt. 55 a. b. (y) Co. Litt. 55 b, note 2, in Hargrave ajid Butler's edition, (s) Toller, Exors. 203i OF PERSONAL PROPERTY, 121 It is not, however, " easy to account for this distinction, Obaourity of which gives growing corn to the devisee, but denies it to pr^erence* * the heir (a) ; " but it seems to be founded on a principle, before alluded to, that a devisee of lands is entitled to all those chattel interests which in the absence of a devise or specific bequest, belong to the heir (b). Again, if A. seised in fee sows the lands, devises them to Another B. for life, remainder to C. in fee, and dies before sever- ance, the executor of A. shall not have the emblements ; and if B. dies before the severance, they shall go not to his executor, but to him in remainder (c). Thus, it is seen that a devisee is, in regard to emble- ments, generally in a better position than the heir of him who sowed the land. Not only does the law give these emblements to the Tenant pwr p f T p 1 1 • ■ autre vie executor oi a tenant tor life, where his estate determines entitled to his by some act not his own, — or, technically speaking, by the emblements, act of God, or of the law, — but also to a tenant pur autre vie, where cestui que vie dies after the land is sown, and before the crop is reaped. But in all cases, the determina- Cesser of tion of the tenancy must be caused by some circumstance be by an act not the tenant's own act, for if he himself cause the tenancy °^ ^*^- to cease, he will not be entitled to the emblements {d). the^terimt °^ Thus, if a woman who is to hold an estate only during Example of widowhood marries, she commits an act which causes a ti^isruie. forfeiture of her estate ; and she therefore loses her right to the emblements thereof (e). Also, if a person hold lands for a certain fixed Tenancy for a period, say for ten years ; as he knows exactly when his (fl) Co. Litt. 55 b, note 2, iii is the relation of the parties claim- Hargrave and Butler's edition. ing emblements so far as the nn- (J) See 2 Black. Comm. 428 ; certainty of interest is concerned, also, Went. Off. Exor. 146, n. because the rule of law is general, (c) Co. Litt. ut supra. that where this exists, the emble- (d) 2 Black. Comm. 123 ; Damis ments form part of the deceased's V. Eyton, 1 Bing. 154 ; 9 L. J. C. P. personal estate, unless the rule in 44, a case of lessor and lessee. It the text has been violated, makes no diiference, however, what (e) Id. 124. 122 WILLS OF PEESOKAL PROPERTY. Lease depen- dent on some uncertain eTent. Emblements ■ how affected by 14 & 15 Viet. c. 25. Not affected by Agricul- tural Holdings Act, 1875. Emblements regarded in law as chattels for other purposes. tenancy will expire, if in its last year he sows his land and is unable to reap the crop before the expiration of his term, the landlord will take it, unless there exist some special contract or a custom to the contrary (e). If, however, the lease depends upon an uncertain event, as the lessor's death, then of course the rule before stated applies, and the tenant will have his emblements (e). Claims to emblements are now within the opera- tion of the statute 14 & 15 Vict. c. 25 (/), which enacts in its first section, that, where a lease or tenancy of any farm or lands (held under a person having a life interest only) shall determine by the death of the land- lord, the tenant, instead of claims to emblements, shall continue to hold the same until the expiration of the current year, and shall then quit on the terms of his lease or holding, without notice being given or required by either party. A fair proportion of the rent for the year, however, is to be paid to each landlord or his representative. Growing crops do not appear to be affected in any way by the Agricultural Holdings Act of 1875, 38 & 39 Vict. c. 92. Emblements, although in themselves realty, since they are, as it were, incorporated with the soil, yet are looked upon by the law as chattels for other pui-poses than that we have been considering, Thus, they were bequeathable as chattels before the Statute of Wills, 32 H. VIII. c. 1 ; they were forfeitable for outlawry (g) in a personal action ; and by 11 G. 2, c. 19, they may be distrained for rent in arrear, although not so by the Common Law ; also they are chattels, inasmuch as they may be taken in execution under a wiit of Jieri facias (h) ; but they are not chattels {e) 2 Black. Com. US. (/) An instance of the opera- tion of this Act may be seen in the case of Hams v. Welch, L. R. 4 C. P. 91 ; 38 L. J. C. P. 118. (fl') Forfeiture for treason and felony was abolished by 38 & 84 Vict. c. 23 ; but the Act does not affect the law of forfeiture conse- quent upon outlawrj'. (A) EvaTis T. Roberts, 6 B. &. C. 829, judgment of Bayley, J. ; but see 56 6. 3, c. 50. OF PERSONAL PROPERTY. 123 SO as to be the object of larceny before tbey are severed from the ground (i). " Put the case," says the author of ' The Office and Respective Duty of Executors/ "that a man dies in July— before tf^nd'^^fe harvest, I mean — seised for life, or in fee tail, in his own to emblements, right or his wife's, or estated for years of land in the right of his wife, being sown with corn or any manner of grain, the common saying is Quicquid plantatur solo, solo cedit; yet this shall go to the executor of the husband, and not to the wife or heir, who shall have the land ; but hay growing — viz. grass ready to be cut down — apples. Grass, apples, pears, and other fruit upon the trees, shall go to the wife ; '' "' . as also if they had been upon a man's own land of in- heritance, they should go to the heir, though the corn should go to the executor. The reason of this difference is, because this latter comes not merely from the soil without the industry and manurance of a man, as the others do ; and I take hops, though not sown, if planted. Hops, saffron, and saffron and hemp, because sown, to pertain as corn to ^° ^^^' the executor "(i). From what has now been said, it will be perceived that, as regards the right to emblements, the law favours the devisee of land and the personal representatives of the tenant sowing crops as against the heir in fee, in taU, or the remainder-man, or reversioners of a tenant for life. Of course, as may have been inferred, it is competent Tenant in fee to a tenant in fee who sows land, to devise his land to A. J^„^ ^g™^ and bequeath his crops to B. ; but unless he specifically do and his em- xi 1 ii XT ■-,■, ^ P n • 1 ■ n ,. Wements to B. tne latter, they will not form a part of his undisposed of residuary estate. This was established in Cooper v. Wool- Cooper t. fit {I), decided by the Court of Exchequer in 1856 ; and ^'^^it- we may conclude our observation on the present subject with a notice of this case. (i) 2 Black. Comm. 404. (I) 2 H. & N. 122 ; 26 L. J. Ex. (Ic) Page 147. 310. 124 WILLS OF PERSONAL PROPERTY. But they wiU not pass under a general residuary "Specific" bequest of emblements necessary to take them from the devisee of realty. Mortgage of any kind a chattel real. Next presenta- tion to a living a chattel. Advowson is realty. Advowson and next presenta- tion are in- dependent rights. Eermell v. The Bishop of lAiwohi. Advowson presentative. There, a testator devised his real estate to W. in fee, and bequeathed to his executors all his furniture, money, personal estate whatsoever and wheresoever, subject to the payment of his debts. No specific bequest of emble- ments appearing, it was held that, in the absence of any words to rebut the ordinary presumption that it is the will of the testator that he who takes the land shall take the crops which belong to it, the emblements passed to the devisee of the real estate. We stated at page 80, that mortgages were chattels real, and it may here be remarked that " the law is now clearly settled, that whatever be the form of the mort- gage, it will be part of the personal estate of the mortgagee " (m). We said also in the same place that a right to the next presentation to an ecclesiastical benefice was a chattel real. Now, the right in question must not be confounded with that of advowson, for this signifies a perpetual right of presentation to a benefice (%), and, being an incorpo- real hereditament, is real property. The next presentation thereto may, however, exist independently of the advowson itself, and is not only a chattel real, and therefore per- sonalty, but may even be, under certain circumstances, a chattel personal. Thus, one presentation, before a living becomes vacant, is a chattel real, but afterwards, it be- comes a chattel personal (o). The distinction between an advowson and a next pre- sentation, in regard to the claims thereto of the heir and personal representatives, of a deceased person, was stated with such extreme lucidity by Mr. Justice Bayley; in the case of Rennell v. The Bishop of Lincoln (p), that we transcribe a portion of the learned judge's judgment then delivered. He says : — " The first point I shall consider is, what is the effect of (m) 1 "Wms. Exors. pt. 2, bk. 2, eh. 1, § 1, citing Coote on Mort. 617, 2nd ed. (n) "Wms. R. P. ch. 4. (o) "Went. Off. Ex. 131. (p) 7 B. & C. 180. OF PERSONAL PROPERTY. 125 a vacancy in case of a presentative living {q), and I take it to be clear that it immediately gives a new personal right, a right arising from property in the advowson, but from the moment of its creation ceasing to depend upon, or to be influenced by it. Whatever may become of the advowson, though the right to it instantly ceases, the right of presentation continues untouched. In the common Where case, where a church becomes vacant, and the patron dies, gajg^^^g the advowson descends upon his heir ; — but to whom does personal repre- the right of presentation pass ? To his heir ? No ; but ^^° * "^' to the personal representative. And why? Because it is no part of the advowson ; it is a personal right yielded by the advowson, a fruit created by it, but it is no part of the advowson ; it is wholly independent of it. Fitz. N. B. 33 P. (r), puts the case and gives his reason. If a man be Advowson in seised of an advowson in gross (s) or in fee, appendant to f^' °^ ™' a manor, and the church becomes void, and he die, his executor shall present, and not his heir. Why ? Because it was a chattel vested, and severed from the manor." " If A. be tenant in tail of an advowson, and the church Advowson in becomes vacant, and A. die, A's executor shall present, * ' and not the issue in taU." Again, " if a man have an advowson for a term, and the For a term. church during the term become void, and the term expire, the termor shall nevertheless present." Lastly, " if a vicarage become void, and before the parson Vicarage. (q) An advowson presentative is dcmt or in gross. The former are where the patron has a right to those where the right of patronage present a canonically qualified clerk is annexed to the possession of some to the bishop, and to demand that manor ; the latter where the pro- he will institute the former to the perty in the advoWson has heen vacant benefice. This is the most separated by legal conveyance, usual kind of advowson. 2 Black. When once this severance has Comm. 22, 23, 24, where other been efiected, the advowson re- advowsons are mentioned. mains for ever in gross, that is, (r) Fitz-Herbert's Natwra Bre- independent of any other property, mwm. The best edition is by Hale, and is annexed to the person of its 2 vols. 1794. owner. (s) Advowsons are either appeti- 126 WILLS OP PERSONAL PROPERTY. Presentative benefice. The point decided in The Bishop of Lincoln. Advowson devisable, ajid next presenta- tion bequeath- able by Wffl. Benefice must not be vacant. Ordinary and legal meaning of term assets. present he be made bishop, he shall nevertheless present, because it was a chattel vested in him." "These authorities," continues Mr. Justice Bayley, " appear to me to prove, beyond all question, that upon a common presentative benefice, a vacancy creates a new right from thenceforth, detached and independent of the advowson, and liable to go in a different line from the advowson ; and the next point I shall consider is, what is the legal character of this right. And I take it to be a chattel, and a chattel only." The point decided in Mennell v. The Bishop of Lin- coln, was, that where an advowson belonging to a pre- bendary in right of his prebend becomes vacant, and the prebendary dies without having presented, the right of presentation belongs to his personal representative. This was the result of the judgment in the Court of King's Bench ; and in Easter Term, 1832, the House of Lords affirmed it{t), six out of eight eminent judges, including Bayley, J., dehvering their opinions in its favour. It will thus be seen, that while an advowson, being realty, is descendible, devisable by Will, and may form part of the assets in the hands of an heir, the right of pre- sentation to a benefice while full is bequeathable, and will be assets in the hands of the executor. Both, it may be observed, are also saleable, although of course, to buy or sell the next presentation to a vacant benefice, would be simony (u). The word assets, from the French assez — enough, signifies, in ordinary parlance, what comes into the hands of an executor or administrator so as to make («) 1 01. & Fin. H. of L. Cas. 527. It was decided by the H. of L. in 1731, that an advowson in fee was real assets in the hands of the heir, 2 Str. 879. (u) Cripps' Laws of the Clergy, 520 ; 12 Anne, c 12. There is an observable difference between the right to nominate to a benefice and the right to prese-nt to it. The former, it has been said, is the substance of the advowson, while the latter is no more than a minis- terial interest. 1 Burn, Eoc. L.187. OF PERSONAL PROPERTY. 127 the payment of the deceased person's debts and legacies chargeable upon them. In its strictly legal sense, how- ever, it signifies what things are saleable or otherwise convertible into money, for payment of a person's lia- bilities. This being so, it may happen that, although Where nesd; an executor or administrator possesses the right to presentation . „ . does not form present to a vacant benefice, yet this may not form assets. assets in his hands. "For example, the patron of a church grants to the testator the next avoidance, and the church becomes void ; and the testator dies before he presents. After his death, his executor presents, and has the benefit of preferring his son to his friend : Yet this shall make no assets in his hands, because he could not lawfully take money to present " (x). If, however, in this case, a stranger were to present, and Stranger procured his presentee to be admitted to the benefice, damages recovered by the grantee's executor against him in a quare vmpedit (y) would be assets (z). If the next presentation to a living be granted to Grant of a A., his heirs and assigns, it is clearly a mere chattel, ^an^and'Ms notwithstanding the word " heirs : " It is but one turn, heirs will not and where the thing is a chattel, the word " heirs " cannot character. make it an inheritance (a). Where, however, the parson of a church seised of the Where the advowson in fee dies, in such case, his heir, not the ''^ir presents. executor, shall present ; because simultaneously with the avoidance vesting in the executor, the inheritance descends to the heir ; and where two titles concur in an instant of time, the elder shall be preferred (b). But, on the other hand, if A. be seised of an advowson Adrowson J. 1 , i 1 -1 appendant. m gross or m tee, appendant to a manor, and an avoid- ance happen in his lifetime, then the executor, and not (k) 2 Wms. Exors. pt, 5, bk. 1, show wfierefore he hindered the ch. 1. 1671. plaintiff in his right. See C. L. (y) The original writ that for- Proceed. Act, 1860, h. 26. merly lay for disturbing a patron's («) 2 Wms. Exors. ut supra. right over his advowson, the de- (a) Toller, Exors. 190. fendant having been compelled to (6) Id. 188. i28 WILLS OF PERSONAL PROPERTY. Summary. duty on ad- Towson, ■when cliaigeable. Mortgagor's equity of redemption not a chattel. Equity of redemption is not a chattel, although the mortgage itseK is. the heir, shall present, inasmuch as it is a chattel vested, and severed from the manor (c). Enough has now been said on this subject to indicate the power which a person has of dealing by Will with an advow- son, or that which has been called the fruit of it, in other words, a right of next presentation to a benefice ; and it is seen that the law regards the latter as a mere chattel (c), and accordingly as much bequeathable as a chair or a table. We may conclude our obsei-vations on advowsons and next presentations, by stating that no successor to the former is chargeable with succession duty, unless the ad- vowson or right of presentation, or other interest con- nected with it, be disposed of by, or in concert with, such successor for money's worth. If such a transaction take place, the successor shall be charged with duty on the value received by him (d). Reverting once more to the subject of a mortgage debt, which is a chattel interest, it may possibly have occurred to the reader to inquire whether the equity of redemption in a mortgage, or the mortgagor's right to redeem it, is, or is not, a chattel. To this we reply, that it is not a chattel, and is not, like the mortgagee's interest in the debt, whence it arises, personalty, although it may form legal assets in the hands of an execdtor. A mortgagor's equity of redemption is alienable, devis- able, and descendible, is, and always has been, considered an equitable estate in the land mortgaged, and not merely an interest therein It may appear strange that, while a mortgage debt secured on real property is considered in equity as only personalty, yet that the right to redeem such property should be deemed an equitable estate, nearly tantamount, in short, to the unencumbered fee at law (e). (c) See the judgment of Tindal, C. Ji, in Bennell v. The Bishop of Lincoln, 1 CI. & Fin. H. of L. Cas. 527. {d) 16 & 17 Vict. c. 51, s. 24. (e) 1 Ste. Com. 328 ; Sm. Man: Eq. 311 ; "Wms. R. P. 394, 403, but see the notes to Soward v. Harris, 2 L. C. Eq. 1035. OF PERSONAL PROPERTY. 129 But, as stated by Lord Hardwicke, in one of his valuable judgments, the person entitled to the equity of redemp- tion is, in equity, considered as the owner of the land, the mortgagee only retaining it as a pledge or deposit ; and for this reason it is that a mortgage in fee is considered as personal estate, notwithstanding that the legal estate vests in the heir of the mortgagee in point of law (/). Accord- ingly, a mortgagee's property, in a mortgage in fee is only personalty devolving on his executors or administrators, for whom his heir or devisee will be a trustee (g). We may here remark, that the term equity or right l^e term of redemption, may be applied to mortgages or pledges of redemption " personal property equally with those of realty, and the applicable to mortgagee or pledgee may file a bill to foreclose and sell the mortgage, as he may in the case of real property ; but in the case of personalty, he may pursue either this remedy, or may sell the pledge at his option, after giving due notice of his intention to do so {h). It was once a question whether equities of redemption l-^gai and should be considered as legal or equitable assets ; but the assets. better opinion at the present day is, that they are not necessarily so (i). In determining to which of these two classes property belongs, we must ask whether it came into the hands and power of an executor by virtue of his office, to dispose of in the course of administration. If the answer to this be in the affirmative, the assets are legal. Should, however, the property be such that no person whatever claiming it can secure the same without the intervention of a court of equity, — as, for instance, the proceeds of sale of real estate, — such assets are equitable (i). (/) Casbome t. Scarfe, 1 Atk. Court of Justice to have an account 603(1-736-1755) ;andin2L. C. Eq. taken of what may be due on a See note (e) supra. mortgage deed ; the mortgagee {g) Wms. E. P. 396. to redeem the property comprised (h) Sm. Man. Eq. 332. The therein,' or to have an account expression "file a bill" has, since taken. The redemption or fore- the passing of the Jud. Acts, become closure of mortgages are subjects a thing of the past. The mort- for the Chancery Division of the gagor now brings an action in High Court, the Chancery Division of the High (i) 2 Wms. Exors. pt. 4, hk. 1, K 130 WILLS OB" PERSONAL PROPBRTy. Equity of redemption of mortgage in fee, legal assets. ' Same of that for a term of years, and of copyholds. Test for determining whether pro- perty is to form legal or equitable Assets legal in their nature are not made equitable be- cause formerly recoverable in equity. Judicature Acts. By the statute 3 & 4 W. 4, c. 104, the equity of re- demption of a mortgage in fee, is made legal assets (k) ; and recently it has been decided that the equity of re- demption of a mortgage in fee of copyholds is also to be administered as legal assets (I). Nor, it is apprehended, does any doubt now exist as to whether the equity of redemption of a mortgage for a term of years forms legal or equitable assets (m), although great authorities have pronounced it to be included in the latter kind. The test, shortly stated, for determining whether pro- perty is to be administered as legal or equitable assets is to be found in the answer to this question — Is it taken, or recoverable by the executor by virtue of his office ? If it be so taken, or recoverable, then the property forms legal assets, and it matters not that the testator himself had an equitable interest therein (n). We thus see that such assets as are clearly legal are not allowed to assume an equitable character simply be- cause they are recoverable in equity, and, as before stated, " it appears to be the better opinion at this day that equities of redemption are not necessarily equitable assets " (o). But whatever interest or importance the distinction between legal and equitable assets may have hitherto possessed, it would appear that this must now be regarded as to a great extent modified by the recent Judicature Acts. These, we presume, although not formally abolishing the distinction in question, yet, inasmuch as they aim at the merging of law and equity, or perhaps more accurately speaking, allowing all branches of the Court to administer law and equity concurrently, must ch. 1, 1682, 3, citing Sto. Eq. Jur. ch. 9, § 551. (Jc) Foster v. ffcmdley, 1 Sim. (K S.) 200. (1852.) {V\ In re Burrell: Burrell v. Smith, L. E. 9 Eq. 443 ; 39 L. J. Ch. 544. (m) See QooTc v. Qregson, 3 Drew. 647 ; 25 L. J. Ch. 706 ; and Shee or Eue v. French, 3 Drew. 716 ; 26 L. J.'Ch. 317, judgments of Kindersley, V.-C. ; also note (o) mfra. {n) Cook V. Oregson, supra. (o) 2 Wms. Exors. pt. 4, bk. 1, ch. 1. 1682. OP PERSONAL PROPERTY. ]31 be taken to intend the destruction of all distinctions in legal terms in which no solid difference is perceptible ( p). At the same time, it is not to be forgotten that these Acts provide for the regular distribution of business, assigning certain causes and matters to certain specified Divisions of the High Court of Justice ; and all matters apper- taining to the foreclosure and redemption of mortgages are to be within the cognizance of the Chancery Division. Accordingly, cases arising out of equities of redemption will, in like manner, be decided upon in the same Division of the High Court. The reader may remember that by section 1 of the Wills Leasehold Act, 1838, 1 Vict. c. 26, it is stated that leasehold estates ^'*^*''- and other chattels real are included under the term " per- sonal estate." "W^e will now say a few words concerning these leasehold estates, first noticing the reason of their being deemed by the law as mere chattel interests. The term lease, from laxare, to loose, through the Meaning of French laisser, signifies a contract between the owner of °™ ^^°' an estate and some other pei'son, by which the former agrees to allow the latter to have the possession and profits of the whole, or some portion of such estate for a certain period, in consideration of receiving rent or some other return therefor. In old times, leases were thought of little importance. Why a lease is for the agreement between the landlord and the tenant— ter^'fereBt'"' {p) As, for instance, in sect. 25, persons dying after Jan. 1, 1870, snb-aect. 3, of the Act of 1873, all his creditors, whether by spe- Distinction be- which abolishes the distinction be- cialty or simple contract, shall be tween specialty tween legal and equitable waste; treated as standiag in equal degree, and simple and again, in sub-sect. 6, which and shall be paid accordingly, oholiahed makes debts and other chases in whether his assets be legal or equi- action so assignable as to pass all table. This, however, seems to be legal remedies thereon to the as- merely an affinnation of a doctrine signee, which, before the Act, of equity which existed in the time could be done only by virtue of the of Lord Chancellor Hardwicke : doctrine of equity on the subject. PlunJcet v. Penson, 2 Atk. 293. It may also be stated, that by (1742.) But see Shiphard v. Imt- 32 & 33 Vict. c. 46, in the ad- vMge,, 8 Ves. 26. ministration of the estate of all K 2 132 WILLS OF PERSONAL PROPERTY. In old times a lease could only be for forty years. An estate for life of greater importance than the longest term of years. All terms for yeais are the same in legal contemplation . Leases of chattels. called respectively the lessor and lessee — transferred no property in the lands, &c., leased, but only a right to the possession and profits for a time ; hence the main reason why leaseholds are but chattels in the eye of the law, and so devolve upon a deceased person's executor or adminis- trator (q). Again, by our ancient law, no lease could be made for a longer term than forty years, and even those for this period were under the power of the freeholder to destroy them by a common recovery (r). Thus, the species of holding in question was justly deemed "but of Kttle regard," and although leases may now be made for any number of years that parties may agree upon, yet a lease- hold estate even for a thousand years is a less important interest, so far as its legal value is concerned, than an estate for life, which may possibly continue only for a day. It makes no difference in the character of a leasehold estate for what purpose, or for what period, it is created, and we may add that, " aU terms of years, of whatever length, possess precisely the same attributes in the eye of the law" (s). Not only lands and houses may be leased for years, but also goods and chattels, whether animate or inanimate. An office or appointment too may be let for years, although of course a title of dignity cannot be conferred for any definite term. But whatever may be the cha- racter of the lease, so long as it be for a certain period, it is personal property and a chattel interest, passing by law to (g) Bac. Abr. tit. "Leases and Terms for Years." Introduc. (r) This species of assurance, and also Fines were aboUshed by 3 & 4 W. 4. c. 74 ; but it is often neces- sary to consider their effect even now when investigating the title to real estate. For an excellent ac- count of fines and common re- coveries, see Wms. R. P. ch, 2. («) Wins. E. P. pt. 4. Com- mencement of ch. 1. The reader is reminded that all leases required by law to be in writing (BoUoti v. Tomlhie, 5 A. & E. 856 ; 6 L. J. K. B. 45), namely, those for a longer period than three years, and at a less rent than two-thirds of the fall value of the property, must be made by deed : 8 & 9 Vict c. 106, s. 3. OF PERSONAL PROPERTY, 133 a deceased person's executor or administrator. Any un- certain estate in lands, tenements, and hereditaments is a freehold, with which of course the personal representative has no concern. It has been remarked in a former page that, strictly No entail or speaking, personal estate cannot, like realty, form the chawds b^y'the subject of an entail, and the reasons of this are, the insig- ^*"ct rule of nificance in which personalty was formerly held, and be- cause only estates of inheritance are affected by the Statute de Bonis (t). Chattels real, being personal How rule estate, cannot then be entailed in the technical sense of the word, but the law has long been settled that limitations of these and other subjects of personal pro- perty may be made to have the same operation as an entail, through the medium of trusts and also executory devises and bequests (u). Similarly, a remainder may be created in personal estate, although the word "remainder" is strictly ap- plicable only in connection with dispositions of realty (x). Terms of years, like money and other personal es- Executory • m 1 -111 devise or tate, then, may virtually be entailed by executory be- bequest. quest (y), or by deed of trust, as effectually as estates of inheritance, if it is not attempted to render them in- alienable beyond the duration of lives in being, and twenty-one years after. It may also be added that where a term of years is bequeathed to A. for life, remainder- to B., the term will shift over to B. (z). (t) 13 Ed. 1, c. 1. See p. 68, Will of a future interest in realty Meaning of note (/). or personalty, which cannot, by t^^m execu- (m) Shep. Touch. 419, n. See the established general rules of *°T Sm. E. & P. P. 373. tate of a mortgage in fee. Sxparte {I) Sm. E. & P. P. 376, 399, 414. Cauiley, 22 L. J. Oh. 391. (m) Qalliers v. Moss, 9 B. & 0. OF PERSONAL PROPERTY. 173 The parenthetical words, " not being real estates," do not Explanation of then concern mortgages, but were inserted to exclude those ^°i estates." securities for money which, if undisposed of, passed to the heir, as for instance. New River shares, and some other securities made of the nature of realty. Accordingly, even intention of under an unexplained bequest of " securities for money," not par*amount. only all such things as properly come under that denomina- tion, wUl pass as part of the testator's personal estate ; but also a mortgage in fee, although a debt secured on real estate, will so pass, unless the testator indicates by his WiU that under the word " securities " he means to except his mortgages in fee, when the Court will give effect to his intention. Of Expressions 11 1 • , 1 1 1 • indicative of course where he uses such an unmistakable expression as intention. "mymortgages and other securities," this a /oriiori will carry the legal fee (n) ; or, " all moneys upon mortgages " (o), or " all goods, chattels, personal estate and effects, whatsoever and wheresoever, to hold to A., his executors, adminis- trators, and assigns, he paying thereout all debts " (p). Again, where a testator employs words comprehending every species of personal property, and concludes in these terms — " and every other my personal estate and effects whatso- ever and wheresoever, upon trust, to get in my debts, and to sell my personal estate, and hold the money arising there- from on the trasts mentioned," these words will carry his legal estate in a mortgaged fee to his trustees (g). The doctrine enunciated in Galliers v. Moss, namely, that Gallkrs v. the words " securities for money" are not sufficiently strong virtually to pass the legal estate in a mortgage in'fee to executors, must overruled, therefore be considered as so far, modified by subsequent de- cisions, as to be practically overruled by them. This appears Casetoshoy very conspicuously in the case of Knight v. Robinson (r), with a notice of which we will, for the present, take leave of («) Senvoise v. Cooper, 6 Madd. & S. 644 ; 21 L. J. Ch. 673, which 371 ; see also Mather v. Thomas, 10 is a very strong case against Galliers Bing. 44 ; 2 L. J. C. P. 234 ; ex v. Moss, parte Barter, 5 Sim. 451. (q) In re Walker's Estate, 21 L. J. (o) Doe d. G^iest v. Beimett, 6 Ch. 674. Ex. 892 ; 20 L. J. Ex. 323. (r) 2 Kay & J. 503^1858). (p) In re Kirig's Estate, 5 De G. this. 174 WILLS OF PERSONAL PEOPEETY. Recapitulatory remarks. Mortgages of leaseholds or other chattels real, go to the personal re- presentative. Equitable mortgage. May be made without writing ; Mortgage of gavelkind land. the present subject. There, the testator bequeathed all his money, securities for money, household furniture, and all other the rest and residue of his personal estate and effects, subject to the payment of his debts, to his wife. Departing from Galliers v. Moss, it was held, not only that the legal estate in certain mortgaged hereditaments vested in the testator at the date of his Will, passed under the expression " securities for money," but that the concurrence of the testa- tor's heir was not necessary to enable an effectual convey- ance of the mortgaged premises to be made to a purchaser. We may therefore state that the law is now settled that under the words "securities for money, not only will the money secured on mortgage pass, but also the legal estate in the land mortgaged, if such appear from the terms of a Will to have been the testator's intention." (s). We have hitherto spoken of a security for money created by a mortgage in fee. If the mortgage be of a leasehold — which being a chattel real, and therefore per- sonalty — or of any other subject of personal estate, there can be no doubt as to how such a security as this will go under the words "securities for money," even if standing alone. It will, as a matter of course, devolve upon the executor or administrator of the mortgagee, and form assets in his hands. There is yet one more species of mortgage which re- quires mention, namely, that which is termed an equitable mortgage. This is created by one person depositing with another, or with some person in trust for him, title or other deeds, or other valuable documents as a security for money lent (t). An equitable mortgage may be created either with or without writing ; and if the loan be granted (s) " The residue of real property and securities," will also pass the legal estate of mortgaged property of gwodkind tenure. In re Field's Mortgage, 9 Hare, 414 ; 21 L, J. Ch. 175. (t) As iEustrative cases of equit- atle mortgages, see EyreY. McDowell, 9 H. L. 619 ; Wylde v. Radford, 33 L. J. Ch. 51 ; Mason v. MorUy, 34 Beav. 471, 475 ; 34 L. J. Ch. 422 ; Newton v. Newton, L. E. 4 Ch, 143 ; 38 L. J. Ch. 145. OF PERSONAL PROPERTY. 175 simultaneously with the deposit, the mortgagee has a lien upon the securities parted with by the mortgagor, and the former may retain them until the money borrowed is re- paid. The lien thus created on the documents may be discharged by the mortgagor repaying his debt, or by an order for their sale, in the event of his not being able to do so. Although we have stated that an equitable mort- but is more gage may be created without writing, yet, if there be no in™ ritingT^ ™ written evidence thereof, it is said that the mortgagee, should he require a sale of his security by reason of the Y^7 '* should ^ . . . be m writing. mortgagor's bankruptcy, he will not, if he have no writing to produce, be allowed his costs in the matter (u). It wiU probably appear to the reader that these The Statute of equitable mortgages of title deeds, which are very com- not control mon, are in contravention of the 4th sect, of the Statute of ^q'^'able Frauds, 29 C. 2, c. 3 ; but it has been expressly held that, though made notwithstanding this statute, an equitable mortgage of ^yp^™!- any kind will be upheld in favour of the mortgagee (a;). Equitable mortgages may exist upon personalty (y) as Equitable well as realty, by the deposit of securities appertaining ^"^^on^^e™^^ thereto, and they may also be created on deeds in the sonaity as well hands of a third person (0). The same rules of construction which we have stated Buies of con- ,, TiTi T _L 1x1 • struction as to to be applicable to ordinary mortgages when there is a words "secu- question whether they will pass under a bequest of secu- "''"^ *°f rities for money, are alike applicable to equitable mort- applicable to gages, and this being so, we need no further consider the ^^^^ ^'"^' present portion of our subject. Eeplying once more to the inquiry — What are securities Kesumption of for money? it may be stated that government stock, bonds, !^^X''t'are^ bills of exchange, and promissory notes are also dis- "securities tinctly such, and accordingly, would pass as such in a °''"'™^y- Will, even in the absence of any explanatory context. (m) 5 Jarm. & Byth. Conv. 122. , Eq. 674. See, as to the sale of mortgages in {y) See Bx parte Sunt, reAmner, bankruptcy, Riiles 78-81 under the 1 Mont. Dea. & De G. (Bank.) 139. Bankruptcy Act, 1869. (2) Mx parte Ileathcote^ re Og- {x) Russell V. Russell, 1 L. C. lurne, 2 id. 711. 176 WILLS OF PERSONAL PKOPEETY. Glioses in action. Were not formerly assignable at law, except by and to the Crown. Present state of the law on the subjeot. Assignee of a chose in action takes it sub- ject to prior equities. Property in personal chattels may, as we have seen, be either absolute or qualified, and it may exist either in pos- session or in action, a statement which introduces us to a consideration of the well-known legal term, chose in action. This may be defined as a right to a thing not actually in possession, but which, if withheld from the person entitled thereto, can be recovered by an action at law, or rather, to speak more correctly, now by an action in the High Court of Justice. From the circumstance that it was and is only so enforceable, the name chose in action is derived. Before the recent Judicature Acts, these choses in action, with the exception of negotiable instruments, were not assignable at law, except to or by the Sovereign, so as to enable the assignee thereof to sue on them in his own name (a). Now, however, where a person wishes to assign a legal chose in action, he may do so, pro- vided such assignment is absolute, is in writing under his hand, does not purport to be by way of charge only, and provided that express notice of the assignment is given in writing to the debtor, trustee, or other person from whom the assignor would have been entitled to receive or claim the chose in action. The assignee thereupon stands in the place of the assignor ; but the assignment, except in the case of a negotiable instrument, is subject to all equities which would have been entitled to priority over his acquired right, if the Judicature Acts had not passed (&). (a) A bankrupt's rights in aotion become vested in the trustee under the bankruptcy ; 32 & j33 Vict. c. 71, s. 4, The Bankruptcy Act, 1869. A bail bond may be assigned by the sheriff to an execution creditor, in the presence of two witnesses, so as to enable the creditor to sue on such bond as obligee thereof, in place of the sheriff. 4 & 5 Anne, c. 16, s. 20. (6) Jud. Act, 1873, sect. 25, sub-sect. 6 (36 & 37 Vict. c. 66). This is only an affirmation of the doctrine previously held. See, as to equities, the cases of Ord v. White, 3 Beav. 357 ; Ma-ngles v. Dixon, 3 H. L. Cas. 702; 8mith-y. Parkes, 16 Beav. 115. And see genei-ally, as to assignments as viewed in Equity, the chapter on "Specific Performance" in Sm. Man. Eq. OF PEESONAL PEOPERTY. 177 Ghoses in action -were also, before the recent Judi- Legal and cature Acts, divided into two classes, legal and equit- ^^"**'^'® able ; the former having been such as were recover- aaion. able by action at law — the latter by suit in equity. A debt, for instance, as it was always enforceable by an action at law, was called a legal chose in action; but a legacy of money, unassented to by an executor, was only to be secured when withheld by a suit in equity, and so was called an equitable chose in action. The forum, then, in which the remedy for enforcing the rights in question was to be taken, determined to which of these two classes choses in action belonged. Subject, however, to the provisions in the Judicature All cAoses in. Acts as to which Divisions of the High Court of Justice tind now. shall adjudicate upon certain causes and matters, there appears to be no longer any distinction between an equit- able and a legal chose in action. In Equity, however^ TSo chose in IP .1 aj.*_l"j.i 1 J 7, • J.' action except beiore these Acts, it is to be observed, a chose %n action a negotiable was always assignable even without writing ; but now, as instrument, we see, all assignments of choses i/n action, except ne- assigned with- gotiable instruments, are required to be made in writing. ""* writing. When it said that a chose in action was not assignable Former mode at law, it must be remembered that this only meant that chose in action the assignee of a transferred chose in action could not *tia.w. as of right sue thereon at law in his own name. Accord- ingly, in order that he might have done so, it was usual for the assignor, at the time of the assignment, to give the assignee a power of attorney — which was not necessarily a deed, but might have been only a parol authority — to enable him to use,,if necessary, the name of the assignor (c). AH property in action depends entirely upon contracts, Chom in (c) An instance of this may be and an agreement to permit the seen in the following cases : — assignee to make use of the as- Howell V. Mclvers, i T. E. 690 ; signer's name, and if the assignor Heath v. Mall, i Taunt. 326 ; Ger- refused to allow his name to be used, rard v. Levns, L. R. 2 C. P. 305 j the assignee could have then sued in 36 L. J. C. P. 173. This form of equity. Hammond v. Messenger, 9 assigning a chose in action was in Sim. 327 ; 7 L. J. Ch. 310. the nature of a declaration of trust. 178 WILLS OF PERSONAL PROPERTY. actwn arise from contracts express or implied. Wilis Act, 1838, does not enable tlie legatee of a chose in action to sue upon it in his own name. Lord Camp- bell's opinion on this point. Executor is in loco teetatoris with regard to action. Administrator stands in the place of an intestate person in the same way. The same where no express or implied, which are the only regular means of acquiring choses in action; these are, in fact, things which are rather in potentia than in esse, though the owners may have as absolute a property in, and be as well entitled to, such things in action as to things in possession (d). The Wills Act, 1838, does not, it has been decided, enable a testator to bequeath a chose in action, so as to enable the legatee thereof to sue upon it in his own name (e) ; the executor, as standing in the testator's place, is the proper person to sue, although the right to do this is, as a right, undoubtedly a bequeathable interest (/). " The Wills Act, 1838, never was intended to have any operation to make anything bequeathable as personal estate which might not have been previously bequeathed. It only provides a mode for executing Wills; and with respect to real estate, a clause is introduced making things devisable which before were not so, such as rights of entry, which may now pass by Will. But there is nothing to indicate an intention of enabling a party to bequeath a chose in 'action, so as to pass the right of suit" to the legatee (g). We have quoted the words of Blackstone, to the effect that all choses in action must arise from contracts, express or implied, but the term chose in action, however, is equally applicable to the right to recover damages for a tort as for a contract. Now the executor or administrator of a deceased person stands precisely in his place in all mat- ters of contract, so that should there be due to him any debts of record, or on specialty or other contracts, bonds, bills or notes, these may all be enforced by a deceased person's executor or administrator, precisely as they might have been by himself. " Thus, if money be pay- (d) 2 Black. Comm. 398. (e) Bishop v. Curtis, 18 Q. B. (A. & E. N. S.) 879 ; 21 L. J. Q. B. 391. (/) Gresley v. MousUy, 4 De G. & J. 78 ; 28 L. J. Oh. 620. {g) Per Lord Campbell, C. J., in > V. Curtis. OF PERSONAL PROPERTY, 179 able to B. without naming his executor, yet his executor representatiye or administrator shall have an action for it. So, if money '^ "*"^'^' be payable to A. or his assigns, his executor shall take it, for he is an assignee in law " Qi). This being so, if A. Legatee of a bequeath to B. all his securities for money, and name C. ^°'! " "^*'°"' his executor, any bills, notes, &c., which pass to B., under ^^^ name of the bequest, must be sued on, if they are not paid, not by or adrnTnls-"^ B., but by C. the executor, who will then hand the proceeds ''^^*°'^- of them to the legatee. It is stated in a work of high authority that " although Until recently the deceased has, in his lifetime, assigned all his interest in ^t^^^" *" his choses in action, still, upon his death, they will vest, whether at law, in his executor or administrator, because, at law, ^sl^ed or choses in action are not assignable. Thus, if a bond be ''°*' ^^^^^ in assigned by an intestate, his administrator only is entitled to sue upon it " {%); and the assignee attempting to do so, he would, until recently, ifc appears, have been non- suited (i). But, as we have seen, the Judicature Act, 1873, makes This mte all chases in action assignable, so as to enable the assignee tht^judicatwe thereof to sue upon them in his own name ; consequently, -^ct, 1873, if assuming that there exist no countervailing equities against has been made the assignee, the chose in action must now vest in him tli^ieunder. for all purposes. As between a testator and a legatee of a chose in action, the case is necessarily different, for the reason that no directions contained in a Will can operate as an assignment of a chose in action to a legatee, because, as before remarked, the above Statute contemplates only transactions inter vivos, and a Will cannot take effect until after the death of the testator. It must not be inferred from the passage which has How Equity been quoted from Williams on Executors, that because r^a?ded'*'the choses in action, transferred by a deceased person before assignment o£ a chose in action, (h) 1 "Wms. Exors. pt. 2, bk. 3, p. 136 of this work, cli. 1, § 1, 789 ; and as to what is (i) 1 "Wms. Exors. pt. 2, hk. 3, an assignee in law, see note {h) ch. 1, § 2. 843, Sii, N 2 180 WILLS OF PERSONAL PEOPERTY. Contingent interests, pos- sibilities, and expectancies. The right of the assignee was not in the nature of a trust. The transferee was regarded as an agent or attorney. Intention to appropriate chose in acUoji readily in- ferred and acted upon in Equity. The Common Law rule on this subject always con- sidered un- satisfactory. his death, vested in the executor or administrator, that their value was thereby lost to the assignee. The assign- ment of a chose in action veas always considered in Equity as a transaction '' amounting to an agreement to permit the assignee to make use of the name of the assignor at law, in order to recover the debt, or to reduce the property into possession ; or as a contract entitling the assignee to sue in equity in bis own name, and enforce payment of the debt directly against the debtor, whether he had assented or not, making him, as well as the assignor, if necessary, a party to the bill. And assignments of con- tingent interests, possibilities, and expectancies, were re- garded in Equity as amounting to a contract to assign, when the interest became vested ; and when the interest did so become vested, the claim of the assignee was enforced, not, indeed, as a trust, but as a right under a contract " (k). The transferee of a chose in action was, in fact, regarded by Equity as an agent for the transferor with regard to the exercise of the right of recovery transferred, and the Court of Chancery always laid hold of, and gave effect to, any circumstance indicating an intention by one person to appropriate a chose in action to another, as an equitable assignment thereof The Judicature Act, 1873, embodies the doctrine of Equity in these matters, but expresses it in a more direct manner than that in which hitherto it appears to have been declared. The old and obstructive rule of the Common Law on this subject was, long ago, looked upon as unsuited to the requirements of advancing civilization, even by some great masters of that system of jurisprudence. Thus, we find Mr. Justice Buller — when speaking of the assignment of a chose in action in connection with maintenance (I), — (fc) Sm. Man. Eq. 241, " Specific or assisting either party with money Performance." or otherwise, to prosecute and de- (Z) Maintenance " is an officious fend it." 4 Black. Comm. 134. Smtermeddling in a suit that no Champeirty is a species of main- way bdoiigs to one, by maiataiiiing teaanoe, and both are deemed OF PEESONAL PROPERTY. 181 temarking that " the good sense of the rule " as to the Opinion of impossibility of assigning this chose in action, "seems to BuUer, j., in me very questionable." Again, he says, " Courts of Equity, MiUer. from the earliest times, thought the doctrine too absurd for them to adopt, and, therefore, they always acted in direct contradiction to it; and we shall soon see that Courts of Law also altered their language on the subject very much " (m). His lordship then proceeds to show in what cases Courts of Law departed from the strict letter of the absurd rule, upon which they professed to, but could not always, act. The spirit of this rule of the Common Law has, in Rule of fte accordance with these opinions, been gradually de- now aboiishld. parted from, and, in 1845, the legislature passed an Act which provided that, after the 1st of October in that year, contingent, executory, and future interests and possi- bilities, if coupled with an interest — except those expectant in an estate tail — and also rights of entry in tenements or hereditaments, might be alienable at law by deed {n). Before this statute, such rights as contingencies and possi- bilities were only assignable in equity, or bound at law by way of estoppel (o), or releasable by devise ; but now, ^^^ "s^*^ ""'^ rights of entry, and all contingent, executory, and future interests in any real or personal estate, are also devisable by virtue of the Wills Act, 1838 {f). A chose in action is, then, a personal right in action or Eights, suspense, and, as it includes debts, we may, therefore, further discuss the matter in connection with the three subjects of personal estate remaining to be noticed, namely, rights, debts, and credits. The first of these terms is one of immense comprehen- Signification of the term, offences against public policy— that L. K. 2 C. P. 272 ; 36 L. J. C. P. 134 is, for the public good or safety — («) 8 & 9 Vict. o. 106, s. 6. and are punishable at Common (a) See Bendey v. Bwrdon, 2 Sim. Law and by statute. -See 32 H. 8, & Stu. 519; 8 L. J. Ch. 85. As 0. 9. to the assignees of covenants and (m) Master v. Miller, 4 T. E. conditions running with land, see 320 ; 2 H. Bl. 140 ; , Judgt. of Spe.ncer's Case, and the notes BuUer, J. ; also in 1 Sm. L. C. thereto, in 1 Sm. L. C. E. g., see also Brown t. Bateman, (p) 1 Vict. c. 26, s. 3. 183 WILLS OF PERSONAL PROPERTY. The Tarious classes of rights. What rights previously belonging to a person de- volve upon his executor or adminis- trator. An executor stands in the jdace of his testator for most purposes. Upon what rights an executor may sue and be sued. siveness, and a discussion on its full import would be out of place here. The Latin word jus, corresponding to our word "right," is stated to have had nearly forty distinct significations {q), and it may be safely asserted that " right," in our law cannot, as regards its abstract sense, be defined. However, for present purposes, the following are fair descriptions of the ordinary meaning of a right in the laws of England, which appertain to property : — " A liberty of doing or possessing something consistently with law " {r), or, again, it is an interest which a person actually has in any subject of property entitling him to hold it or relinquish it at his pleasure (s). Thus, we have such terms as rights of the subject, common rights, rights of entry, public rights, rights of individuals, absolute rights, contingent rights, rights of action, and a host of others. Now there are certain of these rights made by statute personal property, which are as such bequeathable, as we have seen, by Will, and which are not extinguished by the fact of their owner dying intestate. We must now proceed to note such as belonging to a man during his lifetime do not die with him, but survive to his personal representative, whether executor or administrator. The great principle to be kept continually in mind when considering this subject is, that an executor stands in the place of his testator,and that many rights which were in him duly vested, are also vested in his executor or administrator. " An executor or administrator may sue upon all per- sonal contracts made with the testator, in respect of damages accrued to the personal estate from the breach of them, and whether the breach occurred before or after the testator's death ; but for breaches of contract which affect the person of the testator only, and not his transmissible personal estate, as a breach of promise to marry, where there is no special damage to the estate, an executor or (q) Tay. Civ. Law, 40, {r) Whart. L. Lex. {s) Burr. L. Gloss. See, as to jBights, Austin's Provinee of Juris- prudence Determined ; Bentham, Princ. Civ. Code ; Taylor, Civ. L. ; Co, Litt. 29a, n. 6 ; 265a, 3456 ; 1 Black. Comm. bk. 1, cli. 1. OF PERSONAL PROPERTY. 183 administrator cannot sue " (t). The right to sue for Personal assault, false imprisonment, or libel, although vested in an™^aii^t the testator himself, will not devolve on his personal re- J'^^*^*'"" cannot •^ be redressed by presentatiye, because the general rule of law is Actio his executor. ■ personalis moritur cum persond, and "an executor can- -ictioper- not sue upon contracts the breach of which is a mere cumfersmd. personal wrong" (u). The rule of the Common Law embodied in the above maxim applies as well to personal wrongs committed hy the testator, or intestate, as those committed against him, and the reason of the rule, as regards the personal representative's liability in such cases, appears to be that, no one could possibly tell how actions founded on the above torts might have been an- swered by the deceased himself ; whereas every specific contract implies a promise to perform it, and the breach Contracts. of any contract is ipso facto a ground of action thereon. Not only has an executor or administrator the right to sue upon all the deceased person's contracts of every kind, as his bonds, covenants, bills, notes, but he may sue for damages for a trespass (a;) committed on his goods during his lifetime or in trover (cc) for their illegal con- version, or for cutting and carrying away his corn. He may also sue on a quare iimpedit for a disturbance of his right of church patronage, and also for a wrongful eject- ment suffered by him ; in short, for every injury done to the personal estate before or after the testator's or in- testate's death, where such injury remains unredressed {x). The principle on which all these rights depend, being The principle the injury received by the deceased's personal estate, " an rightTo'sue is executor or administrator shall now have the same actions ^^^ injury • • 1 1 7 <• 1 1 1 ^"ne to the for any mjury done to the personal estate oi the deceased testator's per- in his lifetime, whereby it has become less beneficial to sonai estate, the executor or administrator, as the deceased himself amples of might have had, whatever the form of action may be. executor's . right. So that he may now have trespass or trover ; an action '(t) BuUen & Leake, Prec. PI. Drake, 2 H. L. Cas. 579. 152, n. (a). (x) 1 Wms. Exors. pt. 2, bk. 3, (u) Per Parke, B., in Beckham v. cb. 1, § 1, 791 et seq. 184 WILLS OF PERSONAL PBOPBETY. Compensation may now be claimed where a person is killed by the negligence of another. Lord Camp- bell's Act applies to death caused by a felonious act. For whose benefit action to be brought. Illegitimate child_not against the sheriff for a false return in the lifetime of the testator; an action against the sheriff for suffering a per- son in his custody in the lifetime of the testator to escape ; debt or a judgment against an executor sug- gesting a devastavit ; an action for removing goods taken in execution before the testator (the landlord) was paid a year's rent, and other actions of the like kind, for injuries done to the personal estate of the deceased in his life- time " {k). The rule of the Common Law, expressed in the maxim. Actio personalis moritur cum persona, was modified long ago by the statutes 4 E. 3, c. 7, 15 E. 3, c. 5, and more recently in one very important respect by the Legislature in the year 1845. In that year, a statute was passed (I), under the conduct of the late Lord Campbell, which, for the first time, gave a right of action to the representatives of a person killed by any wi'ongful act. The statute in question enacts that whensoever the death of a person shall be caused by any wrongful act, neglect, or default, and the act, neglect, or default is such as would (if death had not ensued) have entitled the party. injured to maintain an action and recover damages in respect thereof, then, and in every case in which the person would have been liable if death had not ensued, he shall be liable to an action for damages, notwithstanding the death of the person injured, and although the death shall have been caused under such circumstances as amount in law to felony (sect. 1). Every such action shall be for the benefit of the wife, husband, parent, grandparent, grandchildren, step-parent, and step-children of the deceased person, and shall be brought by and in the name of his executor or adminis- trator. An illegitimate child is not within the provision persons killed by accidents," and (k) 1 AVms. Exors., supra. As to injuries to real estate for which executors may sue, see 3 & 4 W. 4, c. 42. (I) 8&9ViGt. c. 93. "An Act for compensating the families of now commonly known as Lord Campbell's Act. See also 27 & 28 Vict. u. 96, which amends the above, and provides that those two Acts shall be read as one. OF PERSONAL PROPERTY. 185 of the statute under consideration (m). The damages (if within the Act, any) recovered, shall be divided amongst the above-men- f'°7 '^'^^s^^ tioned parties, in such shares as the jury by their tionecl. verdict shall find and direct (sect. 2). Not more than one such action will lie for and in Only one respect of the same subject-matter of complaint, and be brought every such action must be commenced within twelve months after the death of the deceased persons (sect. 4). If there be no executor or administrator to the deceased Where there person, or if there be such, and he has not, within six „ adSnis^*""" months, brought an action, then all or any of the persons trator. for whose benefit the action would have been, if it had been brought by the executor or administrator, may pro- ceed just as one or the other of these might have done (n). It makes no difference whether the deceased met his Negligence on death through a breach of contract or by reason of a death on the tortious or even felonious act: if he were killed by the otter fonns 1 . „ . ,. , , the ground or negligence or wrong-domg ot another, the latter is liable the action. to an action for the injury committed, and the statement of claim (o) must be founded on tort. We see also that, although the executor or administrator can sue, yet the damages recovered in the action^ which he may bring do not form assets in his hands, but are to be apportioned to those members of the deceased's family named in the statute, according as the jury assessing the damages may direct. The fact is, the executor or ad- Executor sues ministrator does not sue in either of those capacities at all not qud ' under Lord Campbell's Act, but rather as an agent, or, executor. perhaps, trustee, since the right does not devolve upon him either by a Will or by Letters of Administration. The defence of accord with, and satisfaction to, the Accord and deceased person during his lifetime, is a good one to an in*decea^ed's fiction brought under the statutes 9 & 10 Vict. c. 93, and lifetime bar 27 & 28 Vict. c. 95 (p). *^'^"*"°- (m) Dickinson v. The North- system of pleading has given place Eastern Railway Co., 9 H. & C. to something more like a former 35; SSL. J. Ex. 91. bill in Equity called the "State- (n) 27 & 28 Vict. c. 95. ment of Claim." (o) The " declaration " of the old {p) Head v. The. Great Eastern 186 WILLS OF PERSONAL PEOPEETY. No Common Law remedy for an executor by reason of a tort done to his testator. Nor by statute except in the above instance. Tort in the nature of a breach of contract, and vice versd. Nature of injury should be carefully examined to see whether it be a tort or breach of contract, or a combination of both. Injury to the personal estate^ not to tjte person, is the ground of action. Negligence is often a union of tort with contract. The Common Law provides no remedy to a man's per- sonal representatives for a tort of a merely persoTial character committed against him in his lifetime, nor in any other cases than those we have just mentioned does the Statute Lavr. If, however, the tort be such as amounts in reality to a breach of contract, and which can be sued upon as such, then the Common Law gives to the personal representa- tives of a deceased person a right of action to recover damages upon such breach of contract. We must, then, always examine the nature of the injury, and see whether it is exclusively a personal tort and nothing else, or whether it is a breach of contract in the nature of a tort. If it be of the former kind, no action by an executor — - except under Lord Campbell's Act, which only applies to death — will be maintainable ; if, on the other hand, it be of the latter kind, an action may lie because although executors or administrators are not empowered to redress mere personal injuries, yet they have a remedy for those which directly damage the testator's or intestate's persoTial estate. Now offences such as assault, defamation, false im- prisonment, and malicious prosecution, are purely personal torts, and the right of action on account thereof dies with the person injured (g). It is, however, not difficult to imagine that a man's personal estate might be at least consequentially deteriorated by the infliction of any of the injuries indicated upon him ; but it is considered that the connection between the tort and the damage under such circumstances, is of too remote and uncertain a character to enable us to estimate what compensation might be. due ; hence the rule of the Common Law. But there are some kinds of injuries which combine in them the features both of torts and contracts. Of these a familiar instance is negligence ; for this, it is obvious, Railway Co., L. E. 3 Q. B. 555; (g) BuUen & Leake, Free. PI. 325, 37 L. J. Q. B. 278. note (6). a solicitor. OP PERSONAL PROPERTY. 187' may consist eitlier in a breach of contract, or with such breach united to some direct wrongful act of a personal character, since negligence may arise either by the doing or not doing of some act. If a man's personal estate, then, be shown to have suffered injury by the negligence of some other person, the deceased person's executor or administrator will have the right to sue the person guilty of such negligence, notwithstanding the presence therein of the tortious and personal element. In other words, Action inform if the action, though in form, be ex delicto, but, in sub- f^ SancT*^ stance, ex contractu, it will lie. This being so, if a ex contractu. solicitor undertake to investigate the title to an estate for an intending purchaser, but fail to do so properly, thereby causing a loss to his client, such a circumstance would be negligence arising from the solicitor's failure to perform his promise, and a wrong for which an action would lie by the executor or administrator of the promisee. Such was Negligence by the case of Knights v. Quarles' (r), the principle of which has since been followed in several subsequent decisions where actions for injury to a deceased person's estate have been adjudicated upon (s). The second of the cases cited below (s) forms an ex- Negligence cellent illustration of the doctrine now under consideration, company. A., while travelling on the defendants' line of railway, met with an accident, the immediate result of which was an indisposition, which caused him to withdraw from his business for some time. During the period of his absence, the profits of his trade were seriously diminished Diminution and he was, moreover, compelled to expend a considerable l^^^ ^y sum for medical attendance. He subsequently died, negligence, though his death was not directly attributable to his accident. Here then was a tort, namely the bodily Tort and injury, and this arose out of a previous contract, namely, (r) i Moore, C. PI. Rep. 532. L. R. 10 C. P. 189 ; ii L. J. C. P. (s) See Pottery. The Metropolitan 148. Eeadthe Judgt. ofWilles, J., District Railway Co., 30 L. T. 765 ; in Alton v. The Midland Railway and 32 L. T. 36 (Exch. Ch.) ; Co., 19 C. B. 213 ; 34 L. J. C. P. Bradshaw and Wife v. The Lanca- 292. sMre and Yorkshire Railway Co., 188 WILLS OF PERSONAL PROPERTY, Medical expenses recoverable. Observations on the case in the text. Summary of preceding remarks. that by which the defendants undertook to safely con- vey the deceased on their line. In this state of cir- cumstances, an action was brought by the executrix to recover, first, compensation for the profits of the business which had been lost by the testator's compulsory absence therefrom, and which had been caused by the negligence of the defendants ; in the second place she sued for the expenses connected with the medical attendance which testator had required, also in consequence of that negligence. The Court of Common Pleas held that this action was maintainable, that the maxim, actio per- sonalis moritur cum persond, did not apply to such a case ; that the cause of action was not taken away by any of the provisions of Lord Campbell's Act ; that the damages given by the jury at the trial, namely, ^160 for loss of profits to the testator's personal estate, and ^40 for medical expenses, were not too remote ; and, lastly, Mr. Justice Denman expressed an opinion that the principle of the well-known rule in Hadley v. Baxendale {t) does not apply to a contract to carry a passenger with safety (u). "It is clear," observed Mr. Justice Grove, "that the estate of the testator was diminished from two causes — first, he was compelled to incur medical expenses, and, secondly, he was unable to superintend his business ; and I think that the executrix may sue after his death, on the ground that, by the defendant's breach of contract, the amount of assets corhing to her has been lessened." The right, then, of an executor or administrator to sue for compensation in respect of fatal injury inflicted on a deceased person stands thus : — He may — not, however, by virtue of his position, but as a trustee — sue for the benefit of the deceased's family, whether the tort occasioning death was one pure and simple, or whether it sprang out of a breach of contract. Again, where the deceased re- ceived personal injuries, resulting from either a breach of contract or a tort, and of such a character as to directly (t) 9 Ex. Rep. 341 ; 23 L. J. Ex. 179. (m) But see the concluding part of Mr. Justice Grove's Judgment. OF PERSONAL PROPERTY. 189 damage his personal estate, though not causing death, the right to sue for compensation for such intervening damage survives to his executor or administrator. The law on this particular point — an early if not the first Recent case on which is the comparatively recent one of Potter v. this class of The Metropolitan District Railway Company, already °'^^^- referred to {w) — may, therefore, be regarded as settled. But the same principle was enunciated by the Court of Common Pleas many years ago, when delivering judgment in Knights V. Quarles {x), and its present prominence is no doubt attributable to the introduction of railways, the consequent increase in travelling, and unfortunately in accidents. On the ground that damage to the deceased person's Action for estate is what constitutes the executor's right to sue on promise of breaches of contract — and torts too, if their effect has carriage can- . , not be brought been to depreciate the testators personal estate — an either by or action cannot be maintained on behalf of a testator or representative intestate for a breach of promise of marriage, where no of a deceased special damage can be shown to have accrued to the p'^^^™' deceased's estate {y). This is so, because a promise to marry would be part of a merely personal contract, to any assumed right to enforce which, the maxim actio person- alis moritur cum, persond will apply. We are not, however, to infer that because damage to Damage need the testator's estate is the foundation of the executor's before the right to sue for compensation for such damage, that there- Judicature fore he must always aver that the injury was sustained by been averred the estate during the testator's lifetime. The law is also accrued in clear that an executor may sue for a breach of contract com- testator's life- mitted against his testator, without averring what loss his personal estate may have sustained (z), so long as he alleges (w) Ante, p. 187, note (s). Weaver, 12 M. & W. 718 ; 13 L. J. (a;) Ibid., note (r). Ex. 195. Now, under the Judica- (y) Chamberlain v. Williamson, ture Acts, the plaintiff in an action 2 M. & S. 408 ; and the instructive for breach of covenant would simply Judgt. of Ld. Ellenborough therein. indorse his writ of summons, to the («) Raymond v. Fitch, 2 0. M. & effect that he claims damages for R. 588; 6 L, J. Ex. 45, and see the breach of covenant, and set out Judgt. of Paj-ke, B., in jBicfeifeawc? shortly the material facts of his another, Executors of W. Lloyd,Y. case in his statement of claim. time. 190 WILLS OF PERSONAL PROPBKTY. Eule tiat an executor may sue on all breaches of covenant with his testator how modified. Keal covenants. Covenant only collateral. and can show some damage to liave accrued to it, and this may be by the simple breach itself of an undertaking {z). If there was a contract with the deceased, and that contract was broken in his lifetime, so that the benefit thereof could not pass to the executor as part of the personal estate, then, in such case, since the breach formed the damage (2), the executor may sue, whether or not he states such breach of contract to have occasioned special damage to his testator's personal estate. " The rule that the executor may sue upon every cove- nant with his testator broken in his lifetime, has been directly qualified by the decisions in the two cases of Ki/ngdon v. Nottle (a), followed by that of King v. Jones Q>), in which cases it was held, that where there are covenants real, that is, which run with the land and descend to the heir, though there may have been a formal breach in the ancestor's lifetime, yet if the substantial damage has taken place since his death, the real represen- tative, and not the personal, is the proper plaintiff" (c). If then the covenant is of a strictly real character, that is, so appertaining to land as to descend therewith, in case it be broken in the testator's lifetime, but the ulti- mate loss accrues only after his death, the heir, and not the executor of the deceased person, must sue for such breach ; but if the breach and damage both occur in the testator's lifetime, then the executor sues. Should the covenant not be real, but merely collateral and, there- fore, not running with the land, then, for a breach of such covenant, the executor or administrator is the proper person to sue, because in the former case the injury would have been to the deceased's real, and in the latter to his personal estate id). Difference between a covenant running with the land, and one merely collateral or • in gross. (a) 1 M. & S. 355. (J) 5 Taunt. 418, affirmed 4 M. & S. 188. (c) From the Judgt. in Raymond V. Fitch, cited by Parke, B., in Eicketts v. Weaver. {d) By a covenant running with tie land, is meant one where either the liability to perform it, or the right to take advantage of it, passes with the land itself as a covenant to pay rent, to pro- OF PERSONAL PEOPERTS". 191 The precise point decided in Ricketts v. Weaver was, Eicketts v. that where A. enters into an agreement with B. to keep ^^^^' certain hired premises in repair, whether he be the tenant or not, and fails to do so, by which failure B.'s personal estate is damaged, B.'s executor may successfully sue A. for his breach of covenant, because the benefit of the covenant to repair would really form part of B.'s personal Breach of a Tc-iin 1 1 i covenant is estate, and the oreacfi ot it would be a damage thereto, damage. The facts of the above case, shortly stated, were as follows : One Lloyd and his wife were in possession of a certain messuage and lands of which the wife was tenant for life, and which they demised to a person named Stallard as ■ tenant from year to year. Stallard covenanted with Lloyd and his wife to keep and leave the property thus demised in repair, and Weaver also covenanted with them that, in case Stallard should commit a breach of this covenant, he, Weaver, would, on demand, pay all the expenses which might therefrom result, just as if he himself were the tenant ; in short, he covenanted to be Stallard's surety for the observance of his covenant to repair. Mrs. Lloyd died in her husband's lifetime, and Stallard having broken his covenant — thereby subjecting Lloyd to liability to incur expense in repairing the demised property — after the lat- ter's death his executor, Ricketts, brought an action against the surety. Weaver, and it was pleaded on behalf of the Plea, latter that Lloyd had not been put to the expense stated, since his interest in the property had terminated with his wife's death. This plea was demurred to on the ground Demurrer that it ignored the defendant's engagement to be responsible for the breach of Stallard's covenant, and the Court sup- ported the demurrer, holding Weaver, as we have before . duoe title-deeds, to repair, &e. A running with the laud, and there- covenant collateral, or in gross, on fore not binding on an assignee on the other hand, is one which thereof, or one of which he could does not directly concern the realty ; take advantage ; it is, in short, thus, if A. covenant to hire certain mo'ely collateral to the land. See persons to work in a mill to he Spencer's Case,, 5 Co. Rep. 16 ; erected on land leased to him, this Resolutions 2, 6 ; also the notes to would be a personal covenant, not this case in 1 Sm. L. C. 192 WILLS OF PERSONAL PROPERTY, A covenant to repair runs with the land. But the breach of such a covenant may be sued on by a personal representative. When the breach and damage accrue in the testa- tor's lifetime. If the breach of covenant occur in the testator's life- time, but the substantial damage accrue Vfter his death, then the real representative must sue. stated, liable, on the ground that the personal estate of Lloyd had, by his breach of covenant, suffered damage. Now it appears that here there was a distinct cove- nant to repair, and, as such a covenant is one running with the land, it may be asked whether it was not one to be taken advantage of rather by the real, than by the personal representative of Lloyd. But Pollock, C.B., stated that the case was to be decided according to the doctrine of Raymond v. Fitch, but that Morley v. Polhill (e) was a direct authority bearing upon the question, and which must govern its decision. In this case, which occurred as far back as 1689, an action of covenant was brought by the executor of a deceased Bishop of Winchester, B., founded on the following facts : — The bishop's predecessor A., had granted a lease for twenty- one years to C, who covenanted with the bishop and his successors to repair the demised' premises. C. broke this covenant in the lifetime of B., and B.'s executor sued C's executor for the breach. It was argued that the covenant being a real one, the breach thereof could not be sued upon by the executor of B. ; but, to use the language of the report, the whole Court gave judgment for the plain- tiff, and that the executor was well entitled to the action for the breach in the testator's lifetime. The rule in such cases may then be stated to be, that if the covenant enures to the heir — that is, to serve for his use or benefit — and the substantial damage has taken place since the death of the ancestor, the heir is the party to sue ; but where there is a breach of a personal contract, or the covenant be merely collateral, then the personal representative sues. The covenant to repair, although running with the land, is not one upon which, if broken in the testator's lifetime, the heir exclusively can sue (/), unless the substantial damage has taken place since the testator's death, for if it has (e) i Ventris, 56 ; 3 Salk. 109. scribing the effect of Kingdom v. (/) See the Jndgt. in. Raymond Nottle, and King v. Jones, ante, . V. Fitch, ante, p. 189, n. («), de- ibid. OF PERSONAL PROPERTY. 193 accrued in Ms lifetime, the executor may sue upon it. Where the substantial damage has taken place since the testator's death, by a breach of a real covenant made with him, then the real representative is the proper plaintiff, although a formal breach of the covenant may have taken , place in the ancestor's lifetime. Having glanced at the right which a deceased person's representative has to prosecute such rights as he himself might have taken advantage of when living, and also, how this right is confined by the maxim actio personalis cum moritur, we may now further proceed with the subject under our immediate notice. A chose in action then, we perceive, is a right, and those Nearly all rights of a deceased person which may be pursued after testator de- his death are, conversely, choses in action. And in all foiving on Ha .„,, „ T ■ ^ executor are cases where these consist ot debts oi any kmd, covenants cfioses in personal, and those which only sound in the realty, pro- ""**""■ mises, rights to sue for trespass or in trover, ej ectment for ejecting testator, in quare impedit, for loss of interest on deposit money, on a bail bond, or a right to replevy tes- tator's goods, it matters not whether the cause of action (g) Executor's accrued before or after the testator's death. The whole whether cause doctrine as to the right of the personal representative to ?* ^*"'" ^™^® . lu testator s sue at aU m such cases, is founded on two facts — first, lifetime or that for most purposes the executor or administrator stands ^^^^-^ ^ precisely in the same position as the testator or intestate ; and, secondly, that where his estate has been damaged, the injury done thereto may be redressed (h). But not only may an executor sue for the above choses Other interests im, action, but he may become entitled to interests which personal repre- (g) As to the term "cause of of a defendant which gives the action," see Jackson v. Spittal, L. plaintiff his cause of complaint. R. 5 C. P. 542 ; 39 L. J. C. [P. In the latter case, it was announced 321 ; and Vaughanv. Weldon, L. E. by Lord Coleridge, C. J., that for 10 C. P. 47 ; 44 L. J. C. P. 14. the future, the judges would adopt The former of these cases deter- this definition of " cause of action. " mined that "cause of action" (A) Toller, Exors. 166— 162. simply means that act on the part 194 WILLS OF PERSONAL PROPERTY. sentative may Rights against personal repre- sentative. Rules as to these. Injury caused by testator ■whereby his estate was benefited, is the ground of action against his executor. jLnnnity. were vested in the testator by condition, by remainder, or in increase, by assignment, by limitation, and also by election. Just as an executor may sue for a chose in action vested in his testator, on the ground that, by the violation of a right involved, damage accrues to his personal estate, so an injured person may sue an executor for his tes- tator's wrongful act towards such person, if thereby the estate of the latter has been benefited in his lifetime, or the cause of action did not accrue until after his death. But no action where the statement of claim would be founded on quare vi et armAs et contra pacem will lie, because all private injuries of a criminal or civil character, as well as public crimes, are buried with the offender. Where, however, the statement of claim can be founded on as- sumpsit, whether the cause of action was in its nature ex delicto or ex contractu, then an action will lie against the executor, who, however, be it remarked, is liable only to the amount of the assets, unless, of course, he make himself personally liable. To sum up the rule as to the liability of an executor for his testator's wrongful acts, it may be said that if the injury complained of was such that the testator acquired no benefit to his estate at the expense of the sufferer, the executor is not liable ; if, besides the wrong committed, property was acquired which increased the testator's personal estate, then, in such case, an action may be maintained against his personal repre- sentative (i). A species of personal property of a somewhat peculiar character is an annuity. This, strictly speaking, is a yearly payment {annus redditus) of a certain sum of money granted to another in fee simple, fee tail, for life, or years, charging the person of the grantor only. If payable out of lands, it is properly called a rent-charge ; (i) Toller, Exors., a&a%Hamhly V. Trott, Cowp. 375. The aTaove general statement will be enlarged upon in our chapter upon Exe- cutors. OF PERSONAL PROPERTY. 195 but if both the person and estate be made liable, as they most commonly are, then it is generally called an annuity {k), which term will, however, denote any yearly payment granted out of any kind of property (k). The noticeable peculiarity of an annuity, when com- Its peculiar Dared with other subjects of personal estate, consists in ^ subject of the following features : — ^Although its source may be per- peraonal pro- sonalty, yet it can be limited in fee, and when it is so limited, it will, like a fee simple, descend, in case of in- testacy, upon the heir. Unlike such an estate, however, it nevertheless exists as personalty (I), and may pass as such under a bequest of " all my personal estate " (m). An annuity granted to a man and his heirs has been called a fee ai/mple personal, and, where a grantee and his heirs received from Edward I. a charter whereby he and they had a right to request letters patent to be issued Instances of for the appointment of justices to hear and determine matters appertaining to forestal rights, Sir E. Coke calls this " a personal inheritance .... that concerneth . neither lands or tenements." An annuity may also be granted to a man and the heirs An annuity in of his body ; but such an annuity as this will not, however, considered, descend, as does an annuity in fee, analogously to its cor- responding estate in realty. This is so, because although it is not mere personalty — ^which, if granted to a man and the heirs of his body, will give him the absolute property therein — yet it is descendible only on condition that the grantee has issue and cannot be the subject of entail (n). If he has not issue, the progress of the An annuity descent is stopped, since an annuity, although descendible, ^a™and*the is only personal property, and such being the case, it heirs of Ms (fc) See. further on this subject, 2 passed as personalty under " all Black. Comm. 41 ; 1 Bac. Abr. the rest, residue and remainder of Title "Annuity." my personal estate of what nature (I) Badhurn v. Jervis, 3 Beav. or kind soever. " 450, 461. (») See the statement in Tv/rner (m) Aubin v. Daly, 4 B. & Aid. v. Turner, under claim 3, Amb. 69, where an exchequer annuity 779. o 'i 196 WILLS OF PEESONAL PROPERTY. body is only of a conditional character. Tte condition of its descent is that the grantee in tail has issue. Turner v. Turner. Words of inheritance. is not within the Statute De Bonis Conditionalibus, 13 Edw. 1, c. 1, which enactment operates only upon grants of realty and estates of inheritance which are purely such in law (o). An annuity granted in fee tail then, is simply a conditional fee, not really entailable in the strict sense of the term, but only with the modification mentioned (p). As to an annuitant in fee, " When the grantee has issue, he may therefore alien the annuity in fee simple by a mere assignment ; but should he die without issue, the annuity will fail (q)." The interesting case of Turner v. Turner is an autho- rity on this subject, and although the report of it in Ambler is somewhat rugged, yet enough is there said to illustrate the principle under notice, and to show that the case was argued and adjudicated upon with great ability and clearness. Put in a summarized form, it was as follows : — N. Turner, by his Will of Jan. 7, 1734, bequeathed to his wife ^300 a-year daring her life, directing that, after her death, this sjm should be kept and improved by his exe- cutors, to make up a sum to be given as a fortune to his first daughter that should marry after his wife's death, with the consent of his executors. After one of his daughters was so married, the said £300 a-year was directed to be kept and treated as before, to make a fortune for the rest of his daughters' marriages, one after another. He then ordered that, after all his said daughters were married, that the said £300 a-year should be given to his eldest son, N. R. T., and, on his death, to the heirs male of his body ; but in case of his having no issue male, then to remain to his next eldest son, and the heirs male of his body. The testator died soon after making his Will, leaving ten children, of whom five were sons — N., R., J., W., and C, and five daughters. (o) Co. Litt. 2 a and 20 a, Harg. and Butler's notes (1) and (5) respectively. {p) Juclgt. of Lord Loughborough in Turner v. Turner, supra. iq) Wms. P. P. pt. 3, commence- ment of chap. i. OF PERSONAL PROPERTY. 197 A sum of £1 0,000 was afterwards set apart by the Court of Chancery, to answer the annuity of £300. The eldest son N., died in his mother's lifetime, having made a Will bequeathing the residue of his estate upon certain trusts to his brothers J. and C, — ^the latter of whom was the plaintiff, — appointing them at the same time his executors. R, J., and W. also died in their mother's lifetime, and the portions of the daughters had all been satisfied at the time of the mother's death, which happened in Jane, 1782. On her death the plaintiff — the survivor of the five CJaimofthe brothers and the executor of the eldest one — claimed the surTmng son. sum of £10,000, or, at least, the annuity of i;300. He contended that as his elder brother could only have taken it after his mother's death, and as there was an executory bequest to that one of the testator's sons who, after her decease, should be his eldest, and as he, C, answered that description, he was accordingly entitled, if not to the sum which produced the annuity, namely, the £10,000, at any rate to the annuity itself for his life. The capital sum was also claimed by the executors and Claim of the trustees of N.'s Will, on the ground that the limitations i^^^^^^J"^ over in the original testator's Will were void, and there- the deceased fore if he, N., had survived his mother, he would have been entitled absolutely to the £10,000. Thirdly, this was claimed by the representatives of the claim of the ten children of the father, as part of his residuary per- pf^^i^eo^*„2^ sonal estate. testator. The fallacy observable in the arguments for the first Arguments and second set of claimants and pointed out by the ""^^ counsel for the third set, lay in the contention, that a sum of money at all was the subject of dispute. The whole question was as to the annuity, not as to the money which produced it, for the latter was not really bequeathed as the source of the annuity, but had been set apart by the Court of Chancery to fulfil the terms of a bequest (r). (r) An annuity is what is called an incorporeal right, for though the 198 WILLS OP PERSONAL PROPERTY. Judgment in the case of Twmer, An annuity may be created by words of inheritance. How an an- nuity devolves when so created. "For ever" not a term of inheritance. "Heirs" may mean vLord Loughborough, in his judgment, commented upon this fact, and his lordship decided against the claim of C, partly on account thereof, and also because of his not being the original testator's next eldest son. He was, in point of fact, his youngest, and the testator's words were, " in case of N. E. T. having no issue male, then to remain to his next eldest son and his heirs male." The executors and legatees of N. R. T. were held to be equally barred with C, because the former had never per- formed the condition on which they could have been entitled, namely, that of having issue, and therefore an alienating power over the annuity. The source of this annuity, the £10,000 set apart to be such, was therefore held to fall into the fund whence it was taken, that is to say, the personal estate of N. Turner, the original testator. The above case also forms an authority to show that an annuity may be created by words of inheritance (s), and the rule of law on the subject is, that when so created it will, although a chattel interest, descend to the heir, and not go to the executor of the grantor (f). The expression " for ever " is not one, technically speaking, of inheritance; accordingly, where a testator gave his real and personal estate to his wife subject to a bequest of £50 a-year to his brother for ever, that was held to be an annuity of a personal character which passed to the personal representative of the annuitant legatee (u). Again, in a case decided in 1869, where a testator had given annuities to his children, and had even used that money which is the product or fruit yieU, Y.-C, in Taylor y. Martin- ofthe annuity, like that also which dale, 12 Sim. 158 ; 10 L. J. Ch. produces it, is corporeal, yet the annuity itself is a thing invisible, intangible, and cannot be manually transferred : 2 Black. Cdmm. 20. The same may be said of rent, (s) See the Judgment of Shad- 339. (t) See also Stafford v. Buckley, 2 Ves. 170 ; Holdernessev. Carma/r- then, 1 Bro. C. C. 377. (tt) Taylor v. Martindale, supra. OF PERSONAL PROPERTY. ]99 strong word of inheritance, "heirs," in his bequest, it "chadren"if was held that the statutory next of kin of a child *^®iate*ded deceased at the date of the Will, became entitled to his annuity {x). The case in question, which is rather im- portant for our present purpose, was as follows : — J. P., by his Will, dated, 1862, devised and bequeathed P"^^' "• "all my real {sic) personal estate, brewery plant,, farming stock, household furniture, and plate, unto my wife, A. P., for her benefit, as long as she lives ; but in case of the death of my said wife, I devise the above hereditaments to my eldest son, J. P., and the heirs male of his body. Improper use but subject to this condition, that from the rents and ^orr'^hwe- profits of my farm and brewery business, that the several ditaments." annuities of jE25 per annum shall be paid by him to each of my six sons and daughters, or their heirs respectively ; and in case the said J. P. refuse to take the property, &c., subject to the above conditions, or die without issue, then I devise the above hereditaments to my daughter, M. P., and her hei/rs, and to be subject to the -said conditions, and I devise that the above annuities commence at the death of my wife, and be paid quarterly, without dediiction." At the date of the testator's Will, there were five children living, including his eldest son, J. P., all of whom survived him ; but one of his daughters had died before the date of the Will, leaving nine children, all of whom survived the testator. The Court having decided that J. P. took the per- Decision of sonalty after his mother's death, that the annuities given ^''^ Court, were perpetual, and not life annuities {y), the question was raised as to who was entitled to the annuity which the testator's deceased daughter would have taken. (x) Pwrscms v. Parsons, L. R. 8 to which of the two is meant in a Criterion for Eq. 260. 'Will, may be discovered from the distinguishing (y) A criterion for distinguishing following considerations :— If the perpetual an- between a perpetual and a mere life testator merely gives an annuity ""iti^^ ^'^^ annuity, when any doubt occurs as and nothittg more, as in Blevntt *r j^® 200 WILLS OF PEESONAL PROPEETY. Arguments in Parsons v. Parsons for the eldest son as "heir." In a mixed gift of realty and personalty, "heirs" must be construed in its legal sense. Arguments for the younger children. Beasons for the decision in Parsons v. Parsons. For her eldest son it was argued that as his mother's annuity was charged on real estate, the annuity itself was real estate also, and, therefore, being such, by the terms of the Will descended to him as heir-at-law. But if it were not realty, it was not, at any rate, pure personalty, and that, in a mixed gift of realty and personalty to " heirs," this term must be construed in its strict legal sense {£). For the younger children of the deceased — that is, aU. of them except the eldest — it was contended that the testator having used technical words in ignorance of their legal signification (a), he probably intended " heirs " to mean "children." The words employed by the testator were admitted by both sides to be of a substitutionary character, and, on the ground that it has been clearly settled that under a substitutionary gift of personal estate to "heirs," the statutory next of kin and not the heir-at-law will take, the annuity of the deceased daughter was claimed for all her children. Counsel for these also cited, in support of their argument, Taylor v. Martindale, already mentioned. Vice-Chancellor Malins adopted the latter view, holding that the case before him and that of Taylor v. Martindale were, in their nature, identical ; also that the intention of the testator, no doubt, was, that the annuity should not go to his deceased daughter's eldest son exclusively, but to all her children, and therefore that it must be divided amongst them, under the Statutes of Distributions (&). V. JSoierts, 10 L. J. Ch. 342, then the annuity will be for life ; if, on the other hand, he gives the ■whole property out of which the interest is to be paid, and for such purpose, then the annuity will be perpetual, or where the annuitant is to assume the testator's name, &c. See Stokes v. Eero^i, 12 CI. & Fin. 161 ; Bent v. Cullen, L. R. 6 Ch. 235 ; 40 L. J. Ch. 250 ; and the arguments and cases cited iu Sides V. Boss, L. E. 14 Eq. 141 ; 41 L. J. Ch. 677. See also 2 Wms. Exors. pt. 3, bk. 3, ch. 2, § 4, 1194—5. {z) De Beauvoir v. De Beauvoir, 15 Sim. 163 ; 15 L. J. Ch. 305 ; affirmed 3 H. L. Cas. 524. (a) The italicized words in our summary of the case ^indicate this fact. (I) 22 & 23 Car. 2, c. 10 ; 1 Jac. 2, c. 17. OF PERSONAL PROPERTY. 201 , The reader will probably have remarked one peculiarity Peculiarity in about the Will in this case, namely, that the testator ^ * °^^ ''^^' bequeathed an annuity to a deceased person. He, how- ever, coupled with this bequest the word " heirs," which, being a word of inheritance, prevented its lapse. Yet, on the wording of the whole Will, he appears to have used this word without understanding its legal sense ; ac- cordingly, it was construed by the Court in the sense of " children." We have spoken of an annuity as a " personal annuity," Meaning of which phrase means that the annuity issues out of sonalannSty" personalty and not realty (c). The word "personal" also in contradia- • T 1 IP -1 • n 1 tmctionto mdicates the remedy for an unpaid annuity, and not only "rent-charge." the source whence it is derived. " When charged upon land, it is either real or personal ^° annuity at the election of the holder, for he may proceed either land is either against land or person. If proceeding out of money, it is realorpei;- personal only as to the remedy, but properly real as to its election of the descent to heirs " (d). annuitant. This brings us to examine more particularly the dis- Distinction tinction between a rent-charge and a personal annuity, idty andrent- The former, as before remarked, is exclusively payable eliaige further considered. out of lands (e). It amounts, in fact, to a conveyance of a real estate fpr the purpose of meeting a yearly payment, and the deeds by which the transaction is effected should properly contain a covenant declaring a power to the grantee of distraining upon the property, in the event of his annuity being in arrear or altogether unpaid. The land ^"^edy for ^ 11113311)181160. then becomes liable by virtue of this clause of distress, rent-charge is not by common right, to be distrained upon as though for (jfgt^gss^'ac- rent ; hence the name of rent-charge. At one time, if cording as the there had been no such clause in the deed creating this cignt ^r not to annuity, then the rent reserved would have been called a ™®^* ^*- (c) See, e.g., the useful case of In (e) E.g., see Maiisergh v. Gamp- re AsTiwell's Will, Johns. 112. bell, 3 De G. & J. 232, ; 25 Beav. {d} Lord Loughhorough, in Tm- 544 ; 27 L. J. Ch. 769 ; affirmed ner v. Turner, Amh. 782. 28 L. J. Ch. 61. 202 WILLS OF PERSONAL PEOPEETY. Eemedy for rent seek by statute. Eemedy for an unpaid rent- charge is only by distress. Remedy where annuity is charged on lands of insuffi- cient value. Where the lands are of sufficient value. Statute of Limitations applies to remedy by distress. An annuity must be created by a ■writing, and is generally by deed. rent seek, tliat is, redditus siccus, or barren rent, and then the grantee would have been unable to distrain for his annuity. But by 4 G. 2, c. 28, all persons shall have like remedy for distress, and by impounding and selling the same in all cases of rent seek which have been answered or paid for three years ; and it has been decided that the remedy for an unpaid rent -charge is by distress, and that oniy(/). " The rule of Equity, as I understand it," said Malins, V.-C, in a case decided in 1871, " is, that if an annuity is charged on an estate of insufiScient value, the annuitant may come to the Court for a sale. But if the lands are sufficient, he has no right to the help of the Court. He has a power of distress under the statute 4 G. 2, c. 28, s. 5, and there is no occasion for him to come here " (g). This power of distress must be resorted to within twenty years from the death of the testator, in accordance with the Statute of Limitations, 3 & 4 Will. 4, c. 27, s. 2 (h). An annuity may, as far as the parties are concerned, be created in many ways ; but the statute 51 G. 3, c. 41 requires that the instrument evidencing it must be a bond, deed, or instrument. Accordingly a deed, even if not actually required for the purpose, is ordinarily used ; and, as to a rent-charge, that being an incorporeal Jieredi- (/) Gra/ees v. Bicks, 6 Sim. 391 ; 10 L. J. Ch. 185. - (g) Sollory v. Weaver, L. E. 9 Eq. 22, where the motion for a re- ceiver was made and refused ; 40 L. J. Ch. 398. See also Paget v. HvAsh, 1 Hem. & M. 633 ; 32 L. J. Ch. 468, where real estates being insufficient to meet certain an- nuities, a. testator's personal estate was held liable to make xip the deficiency. (h) James v. Salter, 3 Bing. N. C. 544 ; 6 L. J. C. P. 171. The Statute of Limitations (s. 42) does not apply to personal annuities created by "Will ; In re Ashwell's Will, Johns. 112. NoTB. —The statutes affecting rent-charges and annuities created in any other way than by Will, are 53 G. 3, c. 141; 3 G. 4, c. 92 ; 7 G. 4, c. 75 ; 17 & 18 Vict. c. 90 ; 18 & 19 Vict. c. 15, ss. 12 and 14 ; 23 & 24 Vict. c. 115. OF PERSONAL PROPERTY. 2 OS tament, must, unless it be given by WiU, be created, and Eent-cliarge also transferred, by deed, '^^l ^^ , ' •' created and We have seen that the remedy on an unsatisfied rent- transferred by charge is by distress, and it may now be stated that the remedy for the arrears of a personal annuity is by action arrears of an of covenant, not by an action of debt (i). For an annuity ""^^'anT^H under a Will, the remedy is to be found in an adminis- ia by action of tration action ia the Chancery Division of the High Court "'"'*"'"' ■ „ T- X- /7N Under a Will 01 J UStlCe [K) . by an adminis- As a rule, where the income of a fund is given by Will, tration action the corpus of the fund is also given, and not merely a Court of terminable annuity, and this rule was held to stand, even "^ ^"^' where an annuity was given to a feme sole for her ^here an an- separate use, without power of anticipation, she was nnity is given, empowered to take either the fund itself or the annuity, -sfhence it at her option (0. / "j^n. But this rule is liable to be entirely set aside by the terms in which a testator may happen to express him- How the above mlfi is r6" self in making the gift, for if he employs language strained, which clearly shows that he meant the annuitant to take a yearly payment under his Will and not the fund from which it issues, in such case he will not be entitled to the corpus, but only to its proceeds. The following is an illustrative case (m) : — A., in Case by -sray 1823 bequeathed £500 to trustees in trust to purchase °^ ^^^P^^- an annuity for his brother during his life, to be paid to him personally, and in case he should anticipate, charge, or incumber the annuity, or become bankrupt, then the annuity was to fall into the testator's residuary estate. After the death of A's wife, one sixth of his residuary (■i) Randall v. Eigby, 4 M. & W. W. Grant, M.E. ; Woodrmston v. 130 ; 7 L. J. Ex. 240. WalUr, 2 Euss. & Myl. 197 ; 9 L. (t) See, however, Darlow v. Ed- J. Ch. 257 ; Bent v. CulUn, L. R. 6 wards, 1 H. & C. 547 ; 32 L. J. Ch. 235 ; 40 L. J. Ch. 250, Judgt. Ex. 51 (Ex. Ch.). of Lord Hatherley, C. (I) Barnes v. Rowley, 3 Ves. 305, (m) Power v. Hayne, L. E. 8 Ecj. where a legatee died before his 262 ; not following Bay v. Bay, 1 annuity was purchased ; Bayley v. Drew. 569 ; 22 L. J. Ch. 878. Bishop, 9 Ves. 11, Judgt. of Sir 204 WILLS OP PERSONAL PROPERTY. Consideration of the case. Circiiin stances showing tes- tator's in- tention to withhold the corpus. Grift over on violation of or non-com- pliance with conditions. Money giren in trust. The annuitant in Power t. HoAjTie had no vested interest in the fund. estate was to be appropriated to the same purpose on like trusts. Testator died in 1825, his widow in 1869, and the annuitant died in 1843, without having broken any of the conditions upon a breach of which his annuity was to cease, whereupon the question for the decision of the Court of Chancery was, as to who were the persons entitled to the portion of the testator's residuary estate bequeathed in trust for the purchase of the above-mentioned annuity. Vice-ChanceUor Malins, in his judgment, decreed that, as to this, there was an intestacy after the death of the widow : in other words, that the one-sixth of the testator's residuary estate had, under the circumstances, not been disposed of Here, then, there were words used which strongly indi- cated the wish of the testator to be that his brother should not become possessed of the corpus of the fund which produced his annuity, for although the directions as to personal payment and to non-anticipation standing alone would probably have availed nothing, yet here these were used in conjunction with other expressions as to bankruptcy and insolvency. The direction as to the going over of the fund to the residuary legatees, on certain events respectively happening, showed clearly that the fund given in trust for the payment of the annuity was merely to supply an inalienable periodical provision for the annuitant. The very first fact, that of giving the money in trust, was a very significant one to show such intention, and it would have been impossible for the trus- tees to have paid this sum to the annuitant witTiout making themselves liable to the persons entitled to the gift over. The annuity in the present case was, in fact, a mere personal enjoyment, not an annuity absolute and unqualified; and as the annuitant did not survive the testator's widow, it failed. The annuitant in this case really never had any interest in the one-sixth of the residuary estate at all, either as an annuitant or absolute legatee, because he OP PERSONAL PEOPEETY. 205 died ia the widow's lifetime. Had, however, his interest been vested and absolute, it would have made no differ- ence whether he survived her or not (to), so long as it could be shown to have vested at the testator's death. But, as a mere personal enjoyment was given over on breach of the conditions in Power v. Hayne, it went over just as if the Will had directed the annuity to be pur- chased for the annuitant only if he survived the widow, for which reason the gift failed. With regard to directions that an annuity shall go Conditions and , , , , , , . , . limitations as over to some other person, when the conditions upon to the forfei- which it is to be enioyed are not complied with, or tore of am , . . - 1 ■ annuity are directly violated ; or when the annuitant is to enjoy his yalid. annuity, until he commits some act which operates as forfeiture thereof, it may be said that all such conditions or limitations are perfectly valid and, operative. Accordingly, where M. bequeathed to his son T. an ^^^™P?® "^ * annuity of £200 for his life, to be paid to him until he should sign some instrument assigning his annuity, and T. took the benefit of an Insolvent Statute, scheduling his annuity as a portion of his property, it was held that such act was a violation of the limitation in his favour, consequently that the annuity was thereby deter- mined and forfeited (o). A rent-charge ,(j3) is liable to legacy duty, especially Rent charges where it is to be raised in favour of the annuitant out legacy duty; of lands granted to another person ; in fact. Lord but should he Lyndhurst stated that " nothing but what is a charge propfrty^of upon the estate of another person will come within the another Statute "(2). ^""" (m) Bayley Y. Bishop, 9 Ves. 11, See Index. Judgt. of Sir W. Grant. {p) TheAttorney-Gemralv. Jack- (o) Shee v. Sale, 13 Ves. 405, son, 2 Or. & Jer. 101 ; Stow v. Judgt. of Sir "W. Grant, M.R. Davenport, 5 B. & Md. S59. CouAitions, precedent and. subseqmni, (j) Shirley v. Ferrers, 1 VhiXii-ps, and limitations in Wills, are dis- 167 ; 12 L. J. Ch. 111. cussed in another part of this work. 206 WILLS OF PEESONAL PROPERTY. Case where annuity was charged on a testator's own estate. Personal an- nuities also subject to legacy duty. Calculation of amount to be paid is by the Tables in the Act of 1863, except where the testator died before that year. The following case shows that legacy duty is payable where an annuity is charged by a person on his own pro- perty. A., having mortgaged an estate to secure money advanced to him by the trustees of his marriage settlement, died, and his daughter, as his heir, became entitled to the equity of redemption of the mortgage, and also, under her father's settlement, to the mortgage money. The trustees conveyed the estate to her subject to the equity of redemption, and did not release her father's covenant for repayment of the money which they had advanced. She afterwards granted an annuity to C, and, as a security, conveyed the property, assigning the money to a trustee for C By her Will she devised the estate, but did not dispose of her personalty, and it was held that the money was subject to legacy duty, since it was charged on pro- perty belonging to the testatrix (r). A personal annuity is also subject to legacy duty. "The value of any legacy given by way of annuity, whether payable annually or otherwise, for any life or lives, or for years determinable on any life or lives, or for years or any other period of time, shall be calculated, and the duty chargeable thereon shall be charged according to the tables in schedule hereunto annexed " (s). But now, by section 31 of the Succession Duty Act, 1853 (t), the calculation is to be made according to the tables annexed to this Act, in all cases where the testator died after the time of its coming into operation, namely, the 1.9th of May, 1853. Where the testator died before that date, then the tables in 36 G. 3, c. 52, are to be employed in calculating the value of an annuity for purposes of ascertaining the legacy duty payable thereon {u). (y) Sivabey v. Swabey, 15 Sim. 602. (s) 36 G. 3, c. 52, s. 8, " The Legacy. Duty Act." (t) 16 & 17 Vict. c. 61. (tt) In re Comwallis, 11 Exch. Kep. 580 ; 25 L. J. Ex. 149. See further, as to Legacy Duty in con- nection with annuities, the former of the two statutes referred to in OF PERSONAL PROPERTY. 207 An annuity is not altogether a chose in action {x), like An annuity is a rent-charge (y), a legacy, or a share of residuary estate, ^(^^ and* it was long ago capable of complete assignment («). " An- not governed •^ » ,-, , ^ n -in by the rules nuity ' — like so many other terms ot law — is probably as to the as- incapable of strictly logical definition, because if we call sig^iment of '^ J a \ this species oi it a yearly payment we use a word which means the same property, thing as annual, and we fail moreover to state the essen- tial attributes of the term. This, however, is a matter not of primary importance, and we may complete our description of an annuity by calling it an incorporeal subject of personal property, a chattel interest in equity, not subject to the rules respecting the assignment of a chose in action (a). The case last cited, and which is here useful, was Case of_ as follows : — A testator gave to trustees, leaseholds sabbits. on trust for B. for life, and then for B.'s children; after this he charged the property with an annuity for C. C. and her husband assigned this annuity to D. to secure J6200, and afterwards assigned the same annuity to one Wiltshire, the plaintiff, to secure £500. Notice of the first charge was not given to the trustees until long after notice of the second was given. On the death of Wiltshire, his representatives filed a bill against the trustees — also against C. and her husband, and the personal representatives of the prior incumbrancer, D. The bill prayed that the plaintiffs might be entitled to the annuity by virtue of their mortgage security in priority to the first incumbrancers, and that they should have an account taken of what was due to them and for a fore- closure in case of non-payment of their debt. For the Arguments plaintiffs, it was argued by Mr. Bethell, that the annuity ™ * ® '^®' the text, sections 8, 9, 10, and the Butler's note (1). The expression latter, sect. 31. Under the second pro consilio impendendo, for advice Act the interest of a successor in to he given, signifies the considera- realty is considered as an annuity tion — at one time very common — enjoyable by him. for which the annuity was to be (x) See Gerrard v. Boden, Hetley's C. P. Kep. 80 (1627—1632). (a) Per Shadwell, V.-C, in Wilt- (y) Maund's Case, Co. Rep. pt. 7. shire v. Babbits, 14 Sim. 76 ; 13 29. L. J. Ch. 784. {z) Co. Litt. 144 b ; Harg. & 208 WILLS OF PERSONAL PKOPEETY. was a chose in action, that priority of notice of the second incumbrance to the trustees must prevail over priority of the assignment by 0. to D. (b) ; accordingly, that the plaintiffs were entitled to the annuity. The learned counsel also contended that C. had nothing more than an equitable interest, and cited a case to show that the assignment of such an interest, though posterior in date to another assignment, will, nevertheless, if notice of the later one be first given, have priority over the earlier assignments where no notice was given (c). Further, he denied that the case of Jones v. Jones {d), relied on by the other side, was applicable. By the counsel for the personal representatives of the first mortgagee, it was stated to be clear that the testator had intended to make the annuities a primary charge upon his leaseholds. Further, that the interest created was not a chose in action, for, if held for a term of years, it was a chattel interest ; if not for a term of years it was, Judgment of being an uncertain interest, a freehold. The Vice-Chan- celior decided m accordance with this view oi the matter, holding that the leaseholds passed to the trustees in trust for the eldest son, with remainder to his child or children. A personal And, as the annuity was a chattel interest in equity, and chatteUrtoest '"'"^ ^ chosc in action, or liable to the rules concerning in equity. that species of property, that D. — who granted the first loan on the annuity — was in the position of a prior mort- gagee, and so entitled in preference to Wiltshire, the subsequent incumbrancer, notwithstanding that he had given notice to the trustees before the previous lender, D. No notice re- If an annuity were indeed purely a chose in action, miumbmicer ^^^ above doctrine would not have been applicable, of such an because express notice in writing in the case of an assign- interest; secus as to a chose <> in (uMon. (p) Dearie v. Mall, 3 Euss. 1 ; 2 equitable interests in land. Wilmot h. .1. Ch. (0. S.) 62. But see v. Fike, 5 Hare, 14 ; 14 L. J. Ch. Mochard v. FvXtm, 7 Ir. Eep. 131. 469. (c) Loveridge v. Cooper, 3 Buss. (d) 8 Sim. 633 ; 7 L. J. Ch. 164 ; 1 ; 2 L. J. Ch. (0. S. ) 75. a case, however, which was appli- NoTE.— The doctrine of the above cable, and with which Wilmot v. cases as to notice does not apply to Pike (supra) is in accord. OP PERSONAL PROPERTY. 209 ment of a chose in action is generally (e) necessary to bind third parties (/), althougli not so as between the assignor and assignee (g), if everything be done that can be done to perfect the transaction. It is true that, " in all assignments of equitable interests Rule o£ notice other than equitable estates, he who gives notice to the ^"eq^tawir'^ holder of the fund has priority over him who does interests and not " (h) ; but such interests and estates must not be in ^^^ *" real property of any kind, for, if they are, the rule in question will not obtain (i). At first sight, the annuity in Wiltshire v. Rabbits looks Obserrations very much like an interest in land ; but it is to be re- y. Rabbits. marked that the property given consisted of leaseholds, and, as we see, the Court held that the legal interest in these passed to the trustees, while the equitable in- terest was in the children of the eldest son. That in the annuity was pronounced to be merely a chattel interest in equity, not a chose in action, and consequently not subject to the rules regulating the assignment of this species of property. This being so, the first incumbrancer of the annuity ranked before the second, the transaction being within the scope of the maxim, Qui prior est tempore potior est jure. As a matter of fact, the former was not The first bound to give notice at all of the transaction in order to ^"bou?d to^ give notice o£ his incum- (c) Where it is not necessary, see Will. The Lords Justices held that trance. Eyre v. M'Dowell, 9 H. L. Cas. 619 ; the assignor, having done all thatwas Grov> V. Nesbitt, L. R. 3 C. P. 26i ; possible to transfer her interest ex- 37 L. J. C. P. 124. cept the giving notice, this latter (/) Dearie v. Sail, and Lmeridge feature was not here material. V. Cooper, siupra. Now by Judica- (h) Sm. Man. Eq. tit. 2, ch. 8, ture Act, 1873, sect. 25, sub-sect. 6. par. 13, § 4. (g) In re Way's Trusts, 2 De G. (i) Lee v. Howlett, 2 K. & J. 531, J. & S. 365 ; 34 L. J. Ch. 49. In a direct and important case on this this case, a feme sole executed an point. The reader is recommended irrevocable deed, voluntarily assign- to peruse the judgment of Lord ing her reversionary interest in stock Westbury in Phillips v. Phillips, held by trustees. No notice was 4 De G. F. & J. 208 ; 31 L. J., given to them or to the trustees of Ch. 325, as to grantees and incum- the deed. She afterwards destroyed brancers claiming in Equity, this instrument, and left her stock by 210 WILLS OP PERSONAL PKOPBETY. An annuity not a chose in action, either according to authority or principle. If an annuity be for years it is a chattel interest, if for lives a freehold interest. Season for considering WUtsJdre v. Babbits at length. Sumniaiy of the law con- cerning annuities. When an- nuities are considered realty, when personalty. Words of inheritance cause them to devolve on the heir ; otherwise they go to executor. Annuity de- ficendible whether issuing from realty or personalty. Eent-charge a pure in- corporeal hereditament. Annuity perfect his right to the annuity, and a fortiori, he was not to he postponed to a second incumbrancer for omitting to do an act which the law did not require of him, and which the second unnecessaril}' performed. An annuity then is not a mere chose in action, either, by authority, as we have seen, or on principle, because, if it is to be held for an uncertain period, as for lives, it is, though personalty, a freehold interest; if for a certain term of years, it is a chattel interest. In Wiltshire v. Rabbits, it was to continue so long as the testator's interest in his leaseholds lasted, and as this,'whether it might have been for a long or short period, was an interest certain to terminate at a fixed time, it was of a chattel character. The case just considered is one of those through which, when discussed, information may be conveyed — if the ex- pression may be allowed — in a collateral manner. On this account, and also on account of its bearing upon a point requiring notice, we have given it somewhat more pro- minence than probably its intrinsic merits, considered as a judicial decision, deserve. We may now summarize what has been heretofore said, and what may here further be stated, concerning annuities, by stating that, when charged upon land by deed, they are, being rent-charges, regarded as real property — when not so charged, as personal property ; if they are created, as they may be, with words of inheritance, they descend to the heir and not to the executor ; if created without words of inheri- tance, '' as to A. for ever," then they go to the executor, or administrator, and not to the heir. With regard to the descendibility of an annuity, it matters not whether it is to issue out of realty or personalty, for if it be given to a man and his heirs, it is an annuity in fee, or at any rate a personal hereditament. A real annuity or rent-charge, is a pure incorporeal hereditament, grantable for any kind of estate out of a fee simple, but subject of course to the durability of the grantor's own interest in other cases. A personal annuity, on the other hand, is not a heredita- ment nor a tenement, nor a chose in action, but a OP PERSONAL PKOPBRTY. 211 chattel interest in- Equity, whicli, however, may be as- neither a tene- signed or mortgaged. An annuity may be for ever, for ^tament'^'^^^' lives, or for years ; and if given by Will, the intention of the testator must determine for what time it is bestowed {k). The gift of an annuity to a person, without other ex- Annuity for planatory words, will be only for his life ; and it may be i^™^eipetuitVr so given as to amount to either a gift of the whole fund itself out of which it is to issu^ (V), or merely a gift of the annual proceeds therefrom (m). An annuity given by Annuity gene- Will, whether derivable from rpalty or personalty, is a "" ^^ ®^^°^' legacy unless the testator otherwise directs (%); and if a Where legatee fund be given, to be invested fqr a person who dies before annuity can he the investment can be made or the benefit accrues to puiotased. him, the interest in the gift ra^j nevertheless vest in him from the time of the testator's death, if he survives the Legatee may latter (o) ; and the legatee may take the fund or the annual ^^ j^g proceeds, proceeds of it at his pleasure («), unless, of course, the unless the tes- '^ . , „^.„ . ,. -^ ^^ . . ' tator otherwise terms of the Will mdicate a contrary intention on the part intend. of the testator giving the annuity (g). An annuity of a re- A reversionary versionary character may form legal assets in the hands of ^^^^ asseis. an executor (r), and, lastly, as it may be a legacy, it will. Annuity given (fc) See Mansergh v. Campbell, In Gaskin v. Sogers, L. R. 2 Eq. 25 Beav. 544 ; 27 L. J. Ch. 769 ; 284, annuitants were held not eu- aifirmed 3 De G. & J. 232 ; 28 L. J. titled to participate as legatees. , Ch. 61 (rent-charge) ; Stokes v. (o) Day v. Day, 1 Drew. 569 ; Eeron, 12 C. & F. 161 ; Betxt v. 22 L. J. Ch. 878. Cullen, L. E. 6 Ch. 237 ; 40 L. J. (p) Stokes v. Cheek, 28 Beav. Ch. 260. 620 ; 29 L. J. Ch. 922.' (T) See the judgment of Sir W. (g) Pmoer v. Eayne, L. R. 8 Eq. Grant, M. E., in Adamson v. 262, in which case, as far as regards Armitage, 19 Ves. 416; also that the operation of a clause against the of Hall, V.-C, in Sweeting v. Pri- bankruptcy of an annuitant or the deaiu, 45 L. J. Ch. 378 ; Stokes v. anticipation or alienation of his Heron ; n. (k). legacy, Day v. Day was dissented (m) Blemtt v. Eoierts, Cr. & Ph. from. See also, as to the forfeiture 274 ; 10 L. J. Ch. 342 ; Wilson v. of an annuity by bankruptcy, 2 y. & C. Ex. C. C. White v. Chitty, L. E. 1 Eq. 372 ; 372 ; 12 L. J. Oh. 420. 35 L. J. Ch. 343 ; and Trappes v. (n) Sibley v. Perry, 7 Ves. 534 ; Meredith, L. R. 7 Ch. 248 ; 41 Mullirn Y. Smith, 1 Drew. & L. J. Ch. 257. Sm. 204, 211 ; Ward v. Grey, 26 (r) Shee v. French, 3 Drew. 716 ; Beav. 485, 491 ; 29 L. J. Ch. 74. reported as Sm v. French, 26 L. J. p 2 212 WILLS OF PERSONAL PKOPEETY. as a legacy will abate with other gencial legacies if assets prove deficient. Government stock ; distinc- tion between this and bank stock, or that of any other company. Is personalty by statute. Wherein it resembles a chose in action. Wherein it differs from a cJiose in action. GrOTemment stock specifi- cally be- queathed vests first in the executor. under ordinary circumstances, in the event of a deficiency of assets abate pari passu with other general legacies (s). Government Stock is a security for money (f), but Bank of England Stock, like that of all other trading corpora- tions, is not so (u). Stock in the public funds is not exactly a chose in action, although it partakes of the quality of this species of property. Thus, it is personal estate, from taking which the heir of the owner is, by statute law excluded when the latter dies intestate {x) ; and forraerl}- it was not liable to be sold under a writ of _^. fa., as it may be now (3/). Government Stock has, however, always been looked upon as an equitable chose in action, for the bene- ficia.1 owner could and can transfer his interest as cestui que trust, so as to enable the transferee to sue for the stock without the usual power of attorney (0) given for that purpose. Still it differs from a chose in action, inas- much as the possession of stock only confers on the holder merely a right to an annuity which he himself is not able to redeem (a) ; so that when we speak of selling so much stock, we really mean that we assign to another person the right to receive a Government annuity of so much per cent, per annum. Stock may perhaps be most accurately described by calling it incorporeal personalty, in which Bespect it resembles an annuity, which is not a chose in action, as we have seen. It will be remembered that the Wills Act, 1838, also expressly makes " shares of government and other funds " personal estate (b), and as a conseqiience of this and the Ch. 317 ; French y. French, 6 Do . G. M. & G. 95 ; 25 L. J. Ch. 612 ; Mutlow V. Mutlow, 4 De G. & J. 539. (s) See Coore v. Todd, 7 De G. M. & G. 520. Note. — The reader will find more information concerning annuities in the notes to Ashhumer v. Maguire, in 2 L. 0. Eq. p. 283 ; and as to tlieir assignment and that of choses in action, in the notes to Myalls v. Howies, id. 770, et seqq. [t) Ante, p. 162, and see note (a). (u) Judgt. of James, L. J., in Ogle V. Knipe, L. E. 8 Eq. 434 ; 38 L. J. Ch. 692. ix) 1 G. 1, St. 2, c. 19, =. 9. (i/) 1 & 2 Vict. c. 110, s. 14 ; 3 & 4 Vict. c. 82, s. l.i {z) Ante, p. 177. (a) Ante, p. 171, note (g). (I) Ante, p. 79. See also 7 Ann. c. 7 and 1 G. 1, c. 19. OF PERSONAL PKOPERTY. 213 preceding enactment on the subject just cited, such pro- perty, though specifically (c) bequeathed, will vest in the hands of a deceased person's executor, until he assents to the legacy, or unless he has previously assented thereto. Of the various authorities which exist for this proposition, we may cite one which appears to be of a peculiarly plain character — Franklin v. The Bank of England [d). In FrmUin v. this case J. F. had bequeathed all the money which he Englcmd. might have in the 3 per cent. Consolidated Bank Annuities or any other public funds to C. B. and G. J. B., upon certain trusts, and made T. F. his sole executor. At the date of the Will, there was a sum of £16,000 standing in the books of the Bank of England in the name of the testator, and at his death this had increased to £16,500. The executor, after having proved the WiU, caused such portion thereof as related to the consols to be registered in the Bank books, and subsequently demanded permission of the authorities of the Bank to transfer the whole sum of £16,500 to certain persons, to enable him to pay the testator's debts and legacies. The Bank refused to per- mit the executor to make the proposed assignment, on the gi-ound that it ought to be transferred into the names of C. B. and G. J. B. The executor then filed a bill in chan- ceiy against the Bank authorities to compel them to allow him to sell and transfer the stock as he had pro- posed, and the Lord Chancellor directed a case to be stated on the subject for the opinion of the Court of King's Bench. In the course of the argument for the Arguments. Bank, it was stated that no case had decided that stock was legal assets for payment of debts ; but Lord Ten- terden, C. J., replied that this had never been doubted. Bayley, J., also stated that it was impossible to argue (c) A specific bequest is simply cnlar volume to A., the legacy the gift by Will of some particular would be specific. The gift of " my thing, especially where the testator whole library at A. " would also be has otiiers of the same kind. Thus, specific. if he should possess a library of {d) 9 B. & C. 156 ; 7 L. J. K. B. books, and bequeathed one parti- 183. 214 WILLS OF PERSONAL PROPERTY. Judgment. Effect of the case. The Bank cannot with- hold either the fund or its dividends from the exe- cutor, who is responsihie for their appli- cation. Churchill v. The Bcrnk of Equity of redemption. An equity of redemption may be re- garded in four ways. that if a fundholder died intestate or insolvent his next, of kin could claim his stock. The Court finally decided against the Bank, and remitted to the Lord Chancellor a certificate to that efiect. The Bank of England then has no right to withhold the corpus of stock from the executors of a testator ; and the same may also be said of the dividends accruing from the stock, for an executor is the legal owner of his tes- tator's personalty, both in bulk and in detail, and is answerable for its proper application. The following case is in point here : — A. was specific legatee of an interest in certain government stock, part of a larger sum. Judg- ment having been obtained against him for debt, two Judges' orders, under 1 & 2 Vict. c. 110, ss. 14 and 15, charging his legacy, were served on the Bank of England. In consequence of these orders, the Bank refused to pay the dividends upon the whole fund of stock to the tes- tator's executors ; but the Court of Exchequer decided that the Bank had no power to withhold the dividends from the executors, who were the legal owners thereof, and with whose responsibility as to the proper application of the money the Bank had nothing to do (e). Another of these rights is, that of a mortgagor to redeem an estate or chattel, whether real or personal, mortgaged by him, a right to which we have already alluded, and to which we venture again to refer. It is not, however, merely a right, it is an estate in land that is mort- gaged, and, as a right, it is one of an absolute character, not simply an indulgence to the mortgagor (/). An equity of redemption may be regarded in four ways, namely, first, as the' right to redeem a mortgage in fee — to the exercise of which the term is more strictly appli- cable — second, a mortgage of a chattel real ; third, that of a chattel personal ; and, fourth, the right to redeem a pledged or pawned chattel. (e) {Fowler v. Churchill and) Churchill v. Tlie Bamk of England, 11 M. & W. 57 ; 12 L. J. Ex. 233. (/) Per Kindersley, V.-O., in Cook V. Qrcgson, 3 Drew. 547 ; 25 L. J. Ch. 706. OF PERSONAL PROPERTY. 215 In the first of these cases, the right is an equitable The equity of estate in the lands mortgaged, and as, in the view of » ademption ° ° . 01 a moi-tgage Equity, the mortgagor has, until foreclosure, the same in fee desoende ownership in his lands as he had before contracting his gago/s heir "or debt, subject only thereto, the equity of redemption will s^^s to the clsvisB© descend upon his heir or devolve upon his devisee. In „, .' the other cases, the equity of redemption will belong to chssttei real or the personal representatives of the mortgagor or pledgor, a^^edge,' goes The difference between a mortgage and a pledge of totheexe- personalty consists in this; in the former, the property ministrator. alone in the goods is usually transfen-ed, and this is liable Difiference be- . I J* J.1 r r J. • J "J.* tween a mort- to re-transfer on the performance oi a certam condition — ^^^ ^ that is, payment of' the debt — at or within a stated time, pledge of The contract of pawn, however, passes to the pawnee merely the possession of the property pawned, together with a right to hold it until the conditions upon which the money is advanced shall be performed. " In the case of pledges, if a time for redemption is Redemption of . pledges. fixed by the contract, still the pledgor may redeem it afterwards, if he applies to the Chancery Division of the High Court of Justice within a reasonable time. If no time is specified for the payment, the pledgor may redeem it at any time during his life, unless he is called upon to redeem by the pledgee ; and if he fails in so redeeming it, his representatives may redeem it. But the remedy is Kemedy in a in a Common Law Division of the High Court, unless Division of the some special ground is shown ; as if an account or dis- ^'s'^ ^°'^''* °^ covery is wanted, or there has been an assignment of the pledge " {g). AJthough a mortgage as regarded by law is a different Mortgagor has thing from a mortgage in the eye of Equity, yet the mort- redeem his gagor of lands has also at law a right to redeem his property, property by •J J 1, 1, • • XI, r J XI, 1, -x statutelaw provided he be in possession thereof, and there be no suit under certain faction now] pending for redemption or foreclosure (h). In circumstances ; Equity, however, the mortgagor has this right unfettered tnt the right ^ •" o o o in equity exists (g) Sm. Man. Eq. tit. 3, ch. 3, (h) 15 & 16 Vict. c. 76, ss. 219, s. 3. 220. ■216 WILLS OF PERSONAL PEOPERTY. under all cir- cumstances before action of foreolosoi-e. Sale at request of the parties ; or tinder 23 & 2i Vict. u. 145. Redemption of mortgage. Who may redeem. Kedemption must be of the whole mortgage. Descent or devise of a mortgaged estate. Mortgagor's heir or devisee not entitled to have the debt paid out of his personalty, by any considerations as to possession, &c., nor can it be taken away by any contract between himself and the mortgagee for that purpose. Of course, if he does not repay his debt within a reasonable time, even Equity will allow the mortgagee to bring an action of foreclosure, that is to say, to have his debtor's equity of redemption barred for ever. At the request of either party, also, a sale of the property may be decreed (i) ; and again, subject to the provisions of the mortgage deed, a sale may take place under 23 & 24 Vict. c. 145, ss. 11 — 16, where the mortgage is of heritable property, but not otherwise (k). A mortgagor may redeem his property by tendering the amount of his debt and interest at the time appointed for its payment, or at any time after, on giving six months' notice of his intention to the mortgagee ; but he cannot redeem before the date specified in the deed creating the mortgage. Whoever actually has an interest in the redemption of a mortgaged property may redeem it ; moreover, if the mortgagee accepts his principal interest and costs from any person, he thereby admits such person to possess the right to redeem, and accordingly is bound to convey to him the legal estate and deliver up the title deeds thereof, reserving, however, the equities of all other persons interested (I). But in order that the mortgagee may be so bound, the intervening purchaser must have contracted for the whole of the estate, and must also have accepted the title of the mortgagee (Q. If the mortgagor of a fee simple estate dies intestate, his estate wUl descend to his heir; but he may, if he thinks proper, devise it. He may also, by his Will, directly or impliedly — but the implication must be very distinct — signify that his personal property shall be ap- (i) 15 & 16 Vict. c. 86, a. 48. (i) Accordingly mortgages of chattels personal are not -within the operation of this statute. {I) Pearce v. Morris, L. R. 8 Eq. 217; 5 Ch. 227 ; 39 L. J. Ch. 342, Judgt. OP PERSONAL PROPERTY. 217 plied to the payment of the mortgage debts owing by ™iessacon- him, or may, by deed or other document, expressly so tiouVe'ex^' direct (m). In other words, unless the mortgagor by his pi'^ssed by the Will, deed, or other document, expressly directs that his devisee or heir shall not pay his mortgage debts, then they will be respectively liable to do so : if on the other hand he expresses a "contrary intention," that is, one contrary to the devisee or heir paying them, then the personalty must be resorted to for payment. In Woolstencroft v. Woolstencrofi, the testator directed Wo^tencroft that all his debts should be paid by his executors out of croft. his estate ; and it was held that a mortgaged estate devised by him was liable to the payment of the mortgage debt, and not the personalty. (30 L. J. Ch. 22.) Locke King's Act (n) declares that the heir or devisee ^"^^ ^ng's • . Act, upon whom a mortgaged estate descends or devolves, shall not be entitled to have the mortgage debt discharged or satisfied out of the deceased's personal estate, or any other of his real estate, except where the contrary intention (o) on the part of the deceased, already alluded to, shall have been signified by him. The statute, 30 & 31 Vict. c. Explanatory 69 (p), follows up this by enacting that a general direction for payment of all debts out of personal estate shall not be deemed to be a declaration of an intention contrary to (m) 17 & 18 Viot. 0. 113, known tlie Law relating to the Administra- as Locke King's Act (Jan. 1, 1855). tion of deceased persons. " As to what is " a contrary or other (o) See note (m), supra, concern- intention" under this statute, and ing the expression — "a contrary also under its Amendment Act, 30 intention" within the meaning of & 31 Vict. c. 69 (1867), see Jfoore Locke King'sAct, also the additional V. Moore, 1 De G. J. & S. 602 ; 32 cases of Coleiy v. Cokby, L. K. 2Eq. L. J. Ch. 605 ; Nelson v. Page, L. 803 ; Browmon v. Lwwrame, L. R. R. 7 Eq. 25 ; 38 L. J. Ch. 138, and 6 Eq. 1 ; 37 L. J. Ch. 351 ; Coote v. the Jndgt. of Giffard, V.-C, but Lowndes, L. R. 10 Eq. 376 ; 39 L. J. particularly read the Judgt. of Sir Ch. 887 ; also as to the meaning G. Jessel in Gall v. Fenwick, 43 and intent of 30 & 31 Vict. c. 69, L. J. Ch. 178, in which he declares especially see, as before advised, the case of Eno v. Tatham, once an the judgment of Sir G. Jessel, M. R., authority, to have been expressly in Gall v. Fenmck, 43 L. J. Ch. 178. reversed by the Satute 30 & 31 Vict. (p) "An Act to explain the c. 69. operations " of the above. , («) Intituled " An Act to amend Act. 218 WILLS OF PERSONAL PROPERTY. A general di- rection by a mortgagor testator to pay his debts mil not primd facie include his mortgage debts. A mortgaged estate is pri- marily liable to the burden of the debt thereon. Proportionate liability of the Tarions por- tions of the estate. Case. rights under Locke King's Act. the rule established in Locke King's Act, unless the terms of the Will expressly, or by necessary implication, refer to all or some of the testator's debts or debt charged by way of mortgage on any part of his realty. In other words, a general direction by a testator to pay his debts, will not primd facie, include his mortgages ; but if he wishes such to be the case, he must express himself plainly to that effect. Where a mortgagor's estate descends to his heir or goes to a devisee, and there is no contrary intention expressed as to the primary liability of such estate to bear its own burden, the estate will, as we have seen, be responsible for the debt for which it is a security. If the estate con- sist of various hereditaments, each of which is mortgaged^ then, as between the different persons who may claim under the mortgagor, each of such charged hereditaments, according to its value, shall be liable for a proportionate part of the various debts charged on the whole estate (q). Accordingly, where A. mortgaged freeholds and lease- holds together, and died intestate, in 1857, it was held, as between his heir and the administrator of his personal estate, that the two classes of property mortgaged must bear the burden rateably (r). Leaseholds are not directly mentioned in Locke King's Act (s) ; but, as stated by Sir G. Jessel in Gall v. Fenwick, this was probably owing to a slip of the draftsman of that statute. Such however, being the case, leaseholds are exonerated from the payment of a mortgage debt in fee, and the payment must be apportioned between the two species of property, when the testator devises mortgaged estate composed of freeholds and leaseholds. But as to the Tnortgagee's right under Locke King's Act, nothing contained therein shall affect in any way the mortgagee's claim to obtain payment of his debt out of (q) Locke King's Act. (r) Evans v. Wyatt, 81 Beav. 217; Idpseomb v. Zipscomh, L. R. 7 Eq. 501 ; 38 L. J. Ch. 90, followed in De Sochefort v. Dawes, 40 L. J. Ch. 625 (Equitable mortgage) ; Gall V. FenvMk, supra. (s) Solomon v. Solomon, 33 L. J. Ch. 473. OF PERSONAL PROPERTY 219 any of the mortgagor's property ; nor does the Act refer to claims under Wills, deeds, or documents before Jan. 1, 1855, made concerning mortgaged estates. The case of Gall v. Fenwick was shortly as foUows : — GaU v. Fm- A testator. P., devised all his lands in X. to two trustees "^ whom he also appointed executors on trust for sale. He likewise devised four other estates to the same trustees on various trusts, and also all his personal estate not other- wise disposed of, and the moneys to arise from the sale of the estate at X., upon trust, to pay all his just debts, &c. Two of the above estates were subject to a mortgage of ^6000, and one of them comprised leasehold and freehold property. The question, under these circumstances, was. The question whether the mortgage debts of the testator should be "* ^^^ '^^■ paid out of the estates thus subject thereto, or out of the fund expressly created by the testator himself for the pay- ment of his debts. Now in this Will, it is seen that, nq intention although the testator's direction is, that his debts shall be manifested by „ . . „ , 1 1 1 • r ™® testator paid out of a mixed fund, created by him for that pur- tiiat his mort- pose, there is no intention manifested by him that the toTeTi^crbv mortgage debts shall not be paid by his devisees. Ac- the devisees. cordingly. Sir G. Jessel, M. R, held that the mortgage ' debt of the testator must be apportioned between the devised freeholds and leaseholds, according to their re- spective values, at the date of the testator's death. He also held that, the sum apportioned in respect of the lease- holds was to be paid out of the mixed fund provided by the testator for payment of his debts, and expressed an opinion that the word " debts " did not exclude mortgage debts in the case of the personalty, and did include them in the other two funds mentioned above. The mortgagor of a fee simple estate has, then, in Mortgagor's Equity, an actual beneficial, though no longer legal, estate, mortgaged which, subject to the mortgage debt, may descend to his property- heir, or be devised, granted, or entailed, just as though no incumbrance existed on it at all, for the mortgagee holds it only as a pledge or security for his debt. " In a word, the person entitled to the equity of redemption is in 220 WILLS OF PERSONAL PROPJERTY. The equity of redemption is an equitable chose in action. It may itself be mortgaged. Its nature as a security. Second mort- Eigbt of tbird mortgagee "witbout notice of tbe other. Equity of re- demption of a mortgage in fee, legal assets by statute. Proceeds of lands to be sold for pay- ment of debts form equitable Equity of re- Equity considered the owner of the estate, — the mortgagee being treated as a mere incumbrancer." The equity of redemption — which may perhaps be styled a chose in action of an equitable character — may so far exist, independently of the estate which is mortgaged, that the right to redeem may itself also be mortgaged ; but in general this is not a very valuable security, unless, of course, the sum advanced by the mortgagor is small in comparison with the value of the estate. Even in this case, however, it is to be borne in mind that the mortgagee of the equity of redemption would not be able to secure the estate without first redeeming the mortgage on that ; and again, if a sub- sequent incumbrance were effected on the estate, and no notice were given of the former one, the third mortgagee would obtain priority over the mortgagee of the equity of redemption (t). This right of the third mortgagee over the second is thus expressed in the simple but forcible words of the head note to Marsh v. Lee : — " The third mortgagee having obtained the first mortgage, and having the law on his side, and equal equity, he shall thereby squeeze out and gain priority over the second mortgage." The equity of redemption of a mortgage in fee is legal assets by statute (m), that is to say, it is regarded as capable of being reached by an executor or administrator as such by virtue of his office. Conversely of the latter part of the above statement, whatever can so come to an executor or administrator, formerly could be made available in a Court of law, as legal assets ; but if lands be directed to be sold to pay off a testator's debts, then the proceeds of the sale will be deemed equitable assets. The equity of redemption arising from mortgages of (t) See the luminous judgment of Lord Korthington in Belchier v. Butler, 1 Eden. 529 ; and on the subject of tacking incumbrances, Marsh v. Zee, 2 Vent. 337 ; 1 L. C. Eq. 611, and the notes thereto. See also the more recent case of Beevor V. iMek, L. E. 4 Eq. 537; 36 L. J. Ch. 865, as to the rights of several persons who have interests in an equity of redemption. (u) 3 & 4 "W. 4, c. 104. As to the distinction between legal and equitable assets, see 2 Wms. Exors. pt. 4, bk. 1, ch. 1, 1680 and 1682, n. {I). OF PEESONAL PROPERTY, 221 chattels, real or personal, is considered now as legal demption of assets (x). In other words " .... it has been decided chattels real that chattels, whether real or personal, mortgaged or ' pledged by the testator, and redeemed by the executor, shall be assets at law in the hands of the executor, for so much as they are worth beyond the sum paid for their i^ assets at redemption, though recoverable only in Equity '' (y). !*^ 1° *!'® This view, it may be observed, though doubted by some, executor. is no doubt the true one on this subject, and appears to be so considered by the great authority cited below, where the opinion of Mr. Story is cited in support of it (y). Now as to a mortgagee's interest in the mortgage, we Mortgagee's may venture to repeat that, " Whatever may be the form interest in the of the mortgage, it will be part of the personal estate of property, j the mortgagee. Consequently, if the mortgage be in fee, the heir or devisee of the mortgagee will be a trustee of the land for the executor or administrator, and will, on application, be directed to convey to him " (2). The reason of this is, that as the land is only a security a mortgage ia for money lent, and was never anjrthing else but money ™}^ * gei^''^' in the sight of Equity — in short, a general debt — so its quality is maintained, throughout, and when the mort- gaged estate is reconveyed and the debt paid, the money belongs to the mortgagee's executor or administrator. But the legal estate will, in case of the mortgagee's Devolution of intestacy (a), descend upon his heir, and the latter must, if mortgagee's the debt and interest be tendered, reconvey the property to the mortgagor or his representatives. The estate, how- y^ ^^ ^ ever, will descend upon the heir only for such purpose, for pose it de- the money paid by the mortgagor or his representatives ^^ir or is will not belong to the heir, but to the executor or adminis- devised. trator of the mortgagee (6). And now, by sect. 4 of " The Vendor and Purchaser Act, 1874," the legal persoTial repre- {x) See ante, p. 129. (a) Read Scale v. Syinonds, 16 (y) 2 Wms. Exors. pt. i, bk. 1, Beav. 406 ; 22 L. J. Ch. 708, as to ch. 1, 1682. Escheat. {z) 1 Id. pt. 2, bk. 2, ch. 1, (J) Thornhrugh v. BaUr, 1 Ch. 687 ; and see ante, p. 12. Ca, 283 ; 2 L. C. Eq. 1030. 223 WILLS OP PERSONAL PROPERTY. Conveyance of land with an agreement for re-purchase. Pnrcliase from a mortgagee of an estate which another person has a right to redeem. sentative of a mortgagee of a freehold estate, or of a copyhold estate to which the mortgagee shall have been admitted, may, on payment of all sums secured by the mortgage,convey or surrender the mortgaged estate, whether the mortgage be in form an assurance subject to redemption, or an assur- ance upon trust. Concerning the power of the legal personal representative of a deceased bare trustee who dies intestate as to corporeal or incorporeal hereditaments of which the latter was seized in fee simple, see 38 & 39 Vict.-c. 87, s. 48. If A. were to convey an estate to B., as security for a loan, with a collateral agreement to re-purchase it when convenient, and B. were to die, and A. were afterwards to avail himself of his right to re-purchase, in such case the money repaid would not belong to B.'s executor, but to his heir. The reason of this seems to be founded >on a principle similar to that which makes a mortgagee's interest in his mortgage to all intents and purposes simply equivalent to personalty. If such be the nature of his interest, it is that also of his representatives, but in the other case, there is a conveyance of the estate subject to defeat only, by the carrying into effect of a collateral agreement for re-purchase. Such estate being then bought and paid for, it descends to the purchaser's heir, unless devised, and he or the devisor may sell it again, subject to the covenant. Accordingly, if it may be thus sold, the proceeds of the sale must also be the property of the heir or devisee respectively. Unlike a mortgagee, they would not hold the land as mere security for a debt, on payment of which the land must be reconveyed by virtue of the equity of redemption, but as their own property, until it be bought back by its former owner. The same may also be said of a person who unwittingly buys from a mortgagee an estate which the mortgagor thereof has a right to redeem. If such purchaser were to die, and afterwards the estate which he had purchased were to be redeemed, the money paid would belong to his heir or devisee, and not to his administrator or executor (c). (c) See Cotton v. lies, 1 Vem. 271. See Coote on the Law of Mortgage, 620. OF PERSONAL PROPERTY. 238 This is only in accord with common sense and justice, since it is clear that the estate, either in its own form or that of its value, was meant by the purchaser to be enjoyed by his heii- or devisee only. " It is discretionary with a mortgagee, whether he will From what proceed, for the recovery of his mortgage debt, against may'^atisfy^^ the mortgaged land which has come to the heir or devisee ^ <=^^™- of the mortgagor, or against the executor. But if the mortgagee recover against the land, the heir or devisee shall (unless the case is within the operation of the Stat. 17 & 18 Vict. c. 113) be reimbursed out of the personal estate of the mortgagor " (d). " But the land cannot be exonerated out of the per- Eights of heir i',...i "J" i» !• ■ and devisee, sonal estate to the prejudice oi any person havmg a prior jj^^ restricted. claim to be satisfied : and, therefore, the heir or devisee shall not stand in the place of the mortgagee against the personal assets, if by so doing he would disappoint any creditor, or any legatee, except the residuary legatee, or his wife's claim to paraphernalia (d). At the risk of becoming open to the charge of digres- Kemarks on sion and repetition, we have enlarged upon the interesting disditssion. subject of mortgages, their redemption, and the rights of the respective parties in mortgages. The subject, how- ever, is undoubtedly one which appertains to that of Wills of Personalty, and perhaps the precise excuse to be offered to the reader here is for the very imperfect nature of the foregoing sketch. The Wills Act of 1838, in its first section, as before Debts and stated, makes the term "personal estate" to include personalty. moneys, securities for money, choses in action, rights, goods, and also debts and credits. (d) 2 "Wms. Exors. pt. 4, bk. 1, rank and station in life. These she ch. 2, § 1, 1694 — 5j Para- becomes entitled to at the death of in English lai^ means her husband over and above her such goods as a married woman is jointure — which is a, provision in allowed to hold, after the death of lieu of dower — and preferably in her husband — as against his repre- either case to all other persons sentatives — besides her dower {Uapa. claiming them. 2 Black. Comm. y^epvri). They consist of her ap- 436. parel and ornaments suitable to her 224 WILLS OF PERSONAL PROPERTY. Definition of "debt." Debts are of four kinds. Definition of a specialty and of a simple contract debt. Both kinds now rank pari passu in the adminis- tration of estates. Slat. 32 k 33 Vict. c. 46. Now, a debt has been defined as a sum due, and ac- cordingly, a sum of money borrowed under any circum- stances is a debt, and for the payment of debts of all kinds contracted by a testator the rule of law is that his personal estate shall be primarily liable. Debts are usually considered as of four kinds — those due to the Crown, •which take precedence over all others, and are recoverable by extent. Next, those created, or perhaps to speak more accurately, evidenced by a judgment at law or a decree in Equity — now by judgment of the High Court of Justice — and again, those resulting from a special or simple contract. There may also be a debt to the Crown by recognizance, in the nature of a statute - staple (e). A specialty debt is one resulting from a transaction evidenced by deed, and itself so secured ; a simple con- tract debt is one not so produced, and therefore not so evidenced (/). The stat. 32 & 33 Vict. c. 46, has abolished the priority of the former over the latter species of debts, which, before then, existed. This Act declares that, " in the administration of the estate of every person who shall die on or after the 1st of January, 1870, no debt or liability of such person shall be entitled to any priority or preference, by reason merely that the same is secured by or arises under a bond, deed, or other instrument under seal, or is otherwise made or constituted a specialty debt ; but all the creditors of such person, as well specialty as simple contract, shall be treated as standing in equal degree, 'and be paid ac- cordingly out of the assets of such deceased person, whether such assets are legal or equitable, any statute or (e) As to this and statute mer- chant, and also that other se- curity for the satisfaction of debts, see 2 Black. Comm. 161—2 ; Coote on Mortgage, U ; 13 Ed. 1, c. 10 ; 1 & 2 Vict. c. 110, 0. 11 ; 23 & 24 Vict. c. 38 ; and as to the Qperation of a judgment, see these statutes, and also 27 & 28 Vict. c. 112. (/) See Lord Thurlow's Judgt. in Ancaster v. Mayer, 1 Bro. C. C. 464, where it appears that even a mortgage debt need not necessarily be one of specialty. OF PERSONAL PROPERTY. 225 other law to the contrary notwithstanding : provided always, that this Act shall not prejudice or affect any lien, charge, or other security which any creditor may hold or be entitled to for the payment of his debt." This Act does not apply to Scotland. It is seen that the above statute is not retrospective. Observations and only applies to the administration of the estates of statute. persons dying after Jan. 1, 1870 ; accordingly, it is still important to understand what a specialty debt is (a). We further con- '^ Till- 1 sideration as to have seen what is meant generally by this term ; but we what consti- , miist also observe that any engagement under seal may g-^ty^ebt" create a specialty debt, and also transform one of a simple contract character into a debt of the former kind. Thus, where A. was indebted to B. on simple contract, and exe- cuted a deed whereby he agreed to charge certain pro- perty with the payment of his debt, and also agreed to further execute such a deed of mortgage as his creditor might require, it was held that the first deed of agree- ment to execute the second amounted to a conversion of the simple contract debt into one of specialty (h). Kent which is due, whether the demise, which produces it, ?ent created be created by writing, or only upon a constructive tenancy ranks as a from year to year, will rank as a specialty debt, or, at least, specialty debt. much higher than one by mere simple contract (i). But this doctriue, being founded in privity of estate, wiU not apply where the subject of demise is out of the jurisdic- tion of the High Court of Justice. Accordingly, where q^^ A., the landlord of a sugar estate in Jamaica, let it to B., under the terms of an agreement for a lease, and B. died, owLQg A. rent for the property, it was held by the Lords Justices of Appeal in Chancery, that A. was not entitled (g) Because, if tlie deceased Claim, L. E. 12 Eq. 89 ; 40 L, J, 'W'hen priority died before Jan. \ 1870, and his Oh. 631. of specialty estate is subsequently administered, (h) Sawnders v. Milsorm, L. E. 2 debts is still ' the distinction between specialty Eq. 573. °^ importance, and simple contracts will be ob- (i) Clough v. Frewih, 2 Coll. C. served. &e,eKiddv. Boone, Evam's C. , 277 ; 16 L. J. Ch. 24. 226 WILLS OF PEBSONAL PROPERTY. debt. How a debt may be re- By deed. By parol. Effect of each mode. Creditor ap- pointing his debtor executor of his Will. All debts are bequeathable. What sums pass by a Will under the name of "debts." to rank as a specialty creditor in respect of this debt of rent, for the reason above mentioned (A;). A debt extinguished otherwise than by its payment in full is' said to be released, and this may be effected either directly by the creditor himself, or indirectly, by operation of law. Thus, he may release it by deed or by a parol arrange- ment. If the creditor adopt the former mode, and receive a smaller sum than that due to him, it is not necessary that any consideration should appear for the favour shown to the debtor, no matter how disproportionate may be the sum paid by him to the amount of his debt. On the other hand, should a creditor release his debt by parol, then the consideration for such release must appear, even though the agreement between the parties be that the sum paid and received shall be in satisfaction of all demands (t). An indirect mode of releasing a debt in law, is by the creditor appointing his debtor his executor (m). Such a proceeding obviously has this effect, because, as the executor is the person to sue for money due to his testator, he is not likely to sue himself, nor, as a matter of law, could he do so. Equity, however, requires the executor in this case to account for the debt as part of his testator's assets (n). All debts which are due to a testator are chosee in action, an(^ may be bequeathed by him as legacies ; but, although this is so, it may, of course, be a question as to what will pass by his Will under this denomination. An examination of the various cases on this subject seems to enable us to frame the following general rule as to what property is carried by a simple bequest of (Jc) Viiicent v. Godson, 1 Sm. & G. 384 ; 22 L. J. Ch. 747 ; affirmed in 4 De G. M. & G. 546 ; 23 L. J, Ch. 121. But on the subject of ad- ministration of assets in Equity, read the notes to Silk v. Prime, 2 L. C. Eq. passim. (Z) Add. Cent. 974. (m) Id. 922. (i») 2 Wms. Exors. pt. 3, bk. 3, Ch. 2, s. 9, 1314. OF PERSONAL PROPERTY. 227 " debts,'' with nothing superadded thereto. If it can be shown that there is due to the testator sums of money, resulting from any transactions (o) or from any state of circumstances existing at the time of his death (p), such sums will be due to his personal estate, or to specific legatees, if any be named in his Will, provided that there be sufficient effects for the payment of his own debts. But only such sums of money themselves so due to the testator and plainly disposed of will be considered as the debts, and in the absence of a contrary direction nothing gained by such sums as interest, will pass with the debts (q). Of course, as in all cases, it is competent to the testator The applica- to so word his Will as to give a different effect to the ^^Jg gubiect to ordinary meaning of- any terms he may employ; but we context of now refer only to the meaning of " debts " standing alone and unexplained. The above rule as to the legatee of a debt being un- Rule subject to able to claim any arrears of interest thereon, is, as stated ^^^^^l^^ in enunciating it, one of a general character, and its operation wiU be controlled by any terms having a con- trary effect, in which a testator may please to express himself If these should indicate that the legatee shall, in addition to taking the debt itself, also receive all interest that may happen to be due thereon, then of course the rule in question must bend to the testator's directions. The following case is in point (r) : — A testator Illustrative in his Will expressed himself thus : " I give all my interest and claim on household property in N., be- longing to the successors of the late P., a mortgagee, on which I have a mortgage of £1500, &c.," " to the plaintiff his heirs and assigns for ever." The case was heard in (o) Roberts v. Kuffim,, 1 Atk. 112. that whicli exists between a banker ip) Carr v. Carr, 1 Mer. 541, and his customer. See ante, p. 15, note, where Sir "W. Grant, M. E., note (x). held that money in the hands of (?) 1 Eop. Leg. 288. a testator's banker, would pass (r) GKbbon v. Gibbon, 13 C. B. by a bequest of debts, because the 205 ; 22 L. J. C. P. 131. relation of debtor and creditor was Q 2 case. 228 WILLS OP PERSONAL PROPERTY. Creditojf appointed to be his debtor's executor, or administrator. Executor, when a cre- ditor, cannot retain out of When there are legal and equitable the first instance by the County Court Judge of Gateshead, who decided that the arrears of interest did not pass to the legatee ; but this decision was reversed on appeal to the Court of Common Pleas, that Court holding that the arrears of interest did pass. The judges were tinani- mous in their opinion that the words italicized, clearly indicated the intention of the testator to pass both the debt and the interest without any limitation of any kind on the claim which he himself had against the mortgagee. The words " on which I have a mortgage of £1500," were relied on as showing the contrary, but it was held that these amounted merely to a description of the property in which the testator's claim and interest existed. Here, then, we have another instance of a testator's power to prevent, by the phraseology he may think proper to employ, the application of a general construction to the terms of his Will. A creditor who is appointed by his debtor to be his executor, has the privilege of retaining for the sum due to him in preference to all other creditors of equal degree (s). Also " if administration be granted to a creditor as such, and afterwards be repealed at the suit of the next of kin, such creditor shall retain against the rightful adminis- trator" (t). The above statements refer to legal assets only ; for where the assets are equitable, that is those which can be made available only in the Chancery Division of the High Court of Justice, an executor cannot, nor can any other creditor, retain the whole of the debt due to him from the testator, but only a proportionable part with the other creditors (it). And " where there are legal as well as equitable assets, if the executor retains the legal assets in part payment of his debt, he cannot claim to be paid a pro- portionate part with the other creditors out of the equit- (s) 2 Wms. Exors. pt. 3, bk. 3, eh. 2, s. 6, 1039 ; also § 9, 1316 et seq^ {t) Id. 1045. (m) 2 L. C. in Eq.— Notes to Silk V. Prime, 130. OF PERSONAL PROPERTY. 229 able assets until they have received thereout as much as he has retained out of the legal assets " (v). In a former portion of our work we stated that if land be Land sold or sold for the payment of debts, the money realized for this o'^,'if™'i *» ^^ purpose forms equitable assets. It is, however, to be borne ment of a in mind that such is usually the case only where a testator ^g^i^^*?"^ ^ himself directs this to be done ; for if the lands are ordered Testatm^s by the Court to be sold in case of a deficiency of assets, directions to . sell necessary the proceeds then become legal assets, that is, can be to make the reached " by an executor, simply virtute oijflcii," through proceeds equit- •^ ^ L J jj J o able assets. the aid of a Common Law Division of the High Court of Justice. Yet, in a case decided by the late Vice- Direction Chancellor Wickens, that learned judge held that the ""^* ^« *"f , . payment of proceeds of realty, which had been from time to time debts, ordered by the Court to be sold for payment of debts, formed equitable assets in the bands of a trustee for the sale thereof (iy). The testator's direction to sell his land need not directly purport to be for the express purpose of making it available for payment of his debts («). At the same time, if he should order his realty to be sold for conversion into personalty merely from caprice, or with any view other than that of making it answerable for his debts, and then in the ordinary manner direct his debts to be paid, the property so converted into money would most probably be con- sidered equitable assets, as was held by Sir J. Leach, M. K, in Soames v. Rohvnson (y). It appears to have been a indirect question in this case whether if there had been no charge expressions .-,,,, T .,, , ,,, ° may amount 01 debts, the produce of the real estate would have been to direct equitable assets, but common sense shows that between ex- °'^^^^- pressions devising realty for payment of debts, and devising for mere conversion into money, which itself is to be applied for that purpose, there cannot exist any material dif- ference. (v) 2 L. 0. in Eq.— Notes to of Lord Camden, L. C. Silh V. Priine, 130. (y) I'My. & K. 500 ; 2 L. J. Ch. (w) See note (s), post, p. 230. 163. See also Bain v. Sadler, (x) Silh V. Prime, supra, Jndgt. next note. 230 WILLS OF PERSONAL PROPERTY. Trustee for sale. Bain y, Sadler. Real and per- sonal property of a testator ■ liable for his debts. Progress of the law. The law is the same where realty is devised to a trustee for sale and payment of debts, even where such trustee is also a creditor and the executor of the testator. The following case is in point {z). A. devised realty to B. in trust for sale and payment of his debts. B. was likewise one of A.'s creditors and also his executor, and as a creditor he first retained a portion of his debt out of the legal assets which had come into his hands, and then claimed the rest out of the equitable assets pari passu with the other creditors. He also attempted to maintain that, the union of the two characters of trustee for sale and executor in the person of a creditor, would give him rights analogous to those which he possessed simply as executor, but not as trustee. Vice-Chancellor Wickens, however, declared that the true view to be held in such a case was, that the rights of B. were precisely the same whether he was trustee plus exe- cutor or not, and that therefore he had no right of re- tainer. His Honour accordingly held that the other creditors were to be paid up to a level with the executor, and then that the equitable assets were to be distributed rateably. The tendency of the law during the present century has been to place real and personal property on an equal footing for one purpose at least, namely, the just payment of ibs deceased owner's debts. It was not, however, until the year 1807 that realty was answerable for ordinary debts,, unless payment of them, had been arranged for during the deceased's lifetime by deed. In that year, the legislature commenced a reform of the law on this subject by making the fee simple estates of deceased traders liable for their ordinary debts of all kinds ; and in 1833, the fee simple estates of all deceased persons, not charged with the payment of their debts, were made liable to be administered in the Court of Chancery, for the dis- charge of their debts of any kind (a). But where such (z) Bain v. Sadler, L. R. 12 1, and Zovegrove v. Cooper, 2 Sm. Eq. S73 ; 40 L. J. Ch. 791, in & G. 271, were not followed. wMch Sail V. Maedonald, 14 Sim. (a) See Statutes 47 G. 3, c. 74 ; OF PERSONAL PROPERTY. 231 deed did not mention the heir, and the lands descended upon the latter, he was not liable to discharge his ancestor's obligations. Further, even supposing the heir to have been duly named in the writing under seal, the owner of the land might have devised it to some other person, against whom, as well as the heir, the creditors were unable to enforce their claims. Gradually, this glar- ing defect in our law has been remedied (a), and now, lands, whether they descend — uncharged with the debts of the owner — upon the heir or go to a devisee, are liable for these, where the personalty is insuflScient for their payment. And the general rule of Equity on the subject of estates that are made liable by their owners for their debts is, that a mere general direction by a testator that his debts should be paid, effectually charges them upon his real estate (6). The term credit as employed in sect. 1 of the Wills Act Meaniog of of 1838, means the effect of a transaction which may in all « credits" in probability terminate in a debt. As an illustration of this f''"*: ^ °* „„ definition, suppose that A. is the acceptor of a bill of ex- mustyatioj, change for B.'s accommodation. It is the duty of B., in such a case, to provide for the payment of the bill at maturity (c). But there is a possibility of his not doing so, and should he fail to meet the bill, then, in the absence of fraud, the transaction between A. and B. results in a clebt, due from B., the accommodated party, to A., the accommodation acceptor, since the former impliedly contracts with the latter to, indemnify him in case of failure on his own part to meet the bill. On the other hand, should B. perform his implied contract, no debt results, and the bill before payment is a credit, given by the acceptor to the accom- modated party (c?). 1 "W. 4, c. 47 ; 3 & i "W. 4, c. (J) 2 L. C. E(i.— Notes to Silk 104, Lord RomiUy's Act, 1833. v. Prime, 130. See also H & 12 Vict. c. 87, and (c) See the notes to Base v. ffart, 22 & 23 Vict. c. 35, the latter regu- 2 Sm. C. L., citing Smith v. ffod- lating the powers of trustees as re- son, a principal case in the same gaids the payment of a testator's volume. debts and legacies. (d) Id. 232 WILLS OF PERSONAL PROPERTY. Another example. Ex pa/rte Preacott the first case on this subject. Again, wtere goods are sold to be paid for at a future day, the vendee becomes a debtor for tbe value upon the delivery, though payment cannot be exacted from him till the day arrives : in the meantime the vendor is his creditor to that amount, and the effect of the transaction is a- cred/it from the vendor 'to the vendee (e). Indeed, to sum up the matter shortly, we may say that, by the word credit is meant either a debt payable at a future day, or, as before stated, the effect of some proceeding which has a direct tendency to produce a sum due from one person to another — that is a debt. We will mention another case by way of illustrating the meaning of the word " credit." A., in 1753, was a creditor of B., a bankrupt, for £110, while at the same time he was debtor to him upon a bond for £340, payable in 1756. A. applied to the Court of Chancery that he might be allowed to set off his credit of ^110 against the principal and interest due on the bond so far as it would go, and not be compelled to prove his debt under the commission of bankruptcy and take a dividend on it only. Lord Hardwicke, C, decided that this state o{ affairs disclosed not a mutual debt, but a mutual credit, because the bankrupt had given a credit to A. in consideration of the bond, though payable at a future day, and had given a credit for the debt owed by him upon simple contract. Accordingly, an account was ordered to be taken between the petitioner and the bank- rupt, and the balance thereof only to be paid to the assignees (/). The learned editors of Smith's Leading Cases inform us that " rfiuiual credits within the meaning of the bankrupt laws are credits which must in tlieir nature terminate i/n debts" and they express an opinion that this only means such credits as have a natural tendency to (e) Smith v. Hodson, supra : from the argument for the plain- tiifs. We only quote the passage in the text by way of explaining the meaning of "credits." (/) JEx parte Prescoit, 1 230. Atk. OF PERSONAL PROPERTY. 233 terminate in debts, and not such as must ex necessitate rei so terminate. Lastly, these expectations of payment from mutual transactions on a future day may be bequeathed, just the same as. debts, properly so called, may be. We will now conclude this chapter with a few observa- Domicile, tions on a matter of some importance in relation to our present subject, namely. Domicile. ' It was stated by Sir W. P. Wood; V.-C, in his able judgment in Forbes v. Forbes, Kay, 352 — which the reader is strongly recommended to peruse — that " no at- tempt has been made, at least in our law, to define Domicile. I believe," he says, " that any apparent definition, such as a man's ' settled ■ habitation/ or the like, will always terminate in the ambiguity of the word ' settled,' or its equivalents, depending for their interpretation on the in- tention of the party, which must be collected from various i/ndicia, incapable of precise definition." If we may ven- ture to say so, it would probably have been more accurate to say that, " no successful attempt " had been made to define the term domicile, and we insert an " apparent " ■ definition of the word from a popular legal work of refer- ence for the assistance of the reader, who will perceive that the word " permanent," although qualified by " true," contains the. ambiguity objected to by Vice-Chancellor Wood. " In a strict and legal sense, that is properly the domicile Definition of of a person where he has his true fixed permanent home *® *®'™' and principal establishment, and to which, whenever he is absent, he has the intention of returning (animus revertendd) " (g). The elements which enter into all considerations of Tests of domicile are three, or perhaps we may say that there are D°™'°'l®- three tfests whereby to determine questions arising on this subject. First, had the person, concerning whom the inquiry may take place, the intention of remaining (ani- (g) Wliartcii's Law Lex., voce " Domicile.'' 284 WILLS OF PERSONAL PROPERTY. manendi. Time. Case to illustrate the doctrine of domicile. mus manendi), where he locates himself ? Second, how long was he there ? for, as Lord Stowell obser\'ed in the case of the ship Harmony (h), " time is the grand in- gredient in constituting domicile." This, however, it is apprehended, means when the element of time is con- joined with the intention of remaining, because "if a person goes from one country to another, with the intention of remaining, that is sufficient ; whatever time he may have lived there is not [alone] enough, unless there be an intention of remaining." (Per Sir H. J. Fust, in Craigie v. Lewin) (i). Third, if he went away, had he the intention of returning ? Of these ques- tions the most obviously important is the first, because, by the definition of the term " domicile," the main point is to discover what place is, or has been, a person's home, and this will assist in showing whether the place referred to did, or did not, form the permanent locality of his abode. The case of Craigie v. Lewin (i), which occurred in 1842, was one concerning the domicile of a deceased person, and is one suitable for illustrating some features and principles of the doctrine of domicile. The facts were as follows : John Craigie, a -Lieutenant-Colonel in the service of the East India Company, after a long residence in India, interrupted only by occasional leave of absence, died suddenly in London on the 23rd of Nov. 1840, having made and executed a tes- tamentary paper written by himself, appointing Lewin and two other persons his executors. This paper, how- ever, not having been attested by witnesses, was not a valid Will by the law of England, but by the law of Scotland it was so, and, as a matter of fact, the paper had been a.dmitted to confirmation — that is probate — in the proper court of Scotland, of which country the deceased person was a native. From these facts, it will be seen that (h) 2 Rob. Adm. Rep. 324. (i) 3 Curt. Eco. Rep. 435, and see p. 448. OF PBESOKAL PROPERTY. 235 .the question of domicile was here of the utmost import- ance, because, according to the maxim of the jus gentium, Mohilia sequuntur personam; that is to say, movables so far follow the person as to be bequeathable by him ac- cording to the law of his domicile, no matter where the testator himself may be when he makes his Will. If, then, as contended by his executors, Lieut.-Colonel Craigie had his legal domicile in Scotland, the testamentary paper executed by him was a Will by the law of the country of his domicile. If, on the other hand, the Colonel's legal domicile was India or England, then the document was no Will at all, and the deceased died intestate. It was shown in evidence, that the deceased person was born of Scotch parents in Scotland in 1786, and that he never left the country of his birth until 1804, in which year he went to India in the military service of the East India Company, and that he resided there almost con- tinuously up to 1837. In this year he came to England on leave of absence, with the power to be away from duty for five years, and he remained here^ — still retaining his commission, — until his death, in Nov. 1840. It appears to have been in the expectation of the deceased that, before the termination of this period of leave of absence, he should be promoted to the full rank of Colonel, a circumstance that would, by the rules of his service, have precluded the necessity of his return to India, — to which, it was admitted, he had a decided aversion, — unless required to do so under orders for service (k). On returning home from India in 1837, Lieut.-Col. Craigie, in the same year proceeded to Scotland, where he remained from October until August, 1839, living principally in furnished houses. It appears also, that during his leave of absence, he entered into a negotiation for the purchase of a house in Edinburgh, but not being able to carry this to a conclusion, he left* Scotland, proceeded to Plymouth, where he resided (k) See The Attorney-General v. Ex. 284, to be presently referred to Pottinger, 6 H. & N. 733 ; 30 L. J. at length. 236 WILLS OF PERSONAL PROPERTY. Judgment of SirH. J. Fust. Ammwi et facimm, necea- sary to create a diange of domicile. Length of time not im- portant in for a time, then went to Scotland again to attend a funeral, again returned to London, where, while on his way to Plymouth to join his family, he suddenly died. In the course of his judgment on these facts. Sir H. J. Fust made the following observations : — " .... Now I do think, that if all circumstances had combined to favour the deceased's wishes, he would have taken up his resi- dence in Scotland ; but still the question remains, whether there was an abandonment of the Indian domicil, and if there was the animus and factum of a domicil in Scot- land The question remains for the Court to determine — it being an admitted fact that the deceased went to Scotland in 1837, and remained there until 1839 — whether he went there animo manendi, and the solu- tion of that question depends very much on his peculiar situation at the time, that is whether he was in a con- dition to abandon his acquired domicil in India . . . ." " When the deceased came to this country, he quitted India on temporaiy absence, which might be converted into a permanent quitting, by a certain event happening [namely, his attaining the rank of full colonel before his leave of absence expired] in the interval between the time of the commencement of his absence and the time for his return. I cannot think that the fact, that he was absent from India, when he was looking to a probable return, can be said to be quitting that country animo TnwneTvdi in another : he was indeed in another place, but for a temporary purpose only." " . . . . The important question is, What is necessary to constitute a change of domicil ? There must be both anvmus et factum : that is the result of all the cases. This case must depend on its own circumstances; the principle on which it is to be determined is the same in all cases, and that principle extracted from all the cases, is this, that a domicile once acquired remains until another is acquired, or that first one abandoned. I admit all that has been said in this case, that length of time is not im- OF PERSONAL PROPEETY. 237 portant, for one day will be sufficient, provided the animus this particular exists . . . ." '''^'• "I think the Indian domicil was not abandoned, but that the deceased was still domiciled in India. If he had died in Scotland that would not in the slightest degree have changed my opinion ; he was domiciled in India : if the question had been, whether he was domiciled in England or ia Scotland, if that point had been in eqwili- hrio, the place of birth and origin might have turned the scale .... When I look for the animus and the factum,, I do not find sufficient to enable me to say, that the deceased had dissolved his connection with India; and I think, under all the circumstances, that the Scotch law cannot determine on the validity or invalidity of this Win It appears to me that this asserted Will is null and void according to the law of India [which is the same as that of England for this purpose], the place of domicil of the party; and that administration must be granted according to the law of England . . . . " Such being the case, the decision in Craigie v. Levjin, amounted Main point of to this, that a person's domicile of origin does not revive xcmnT ^' until an acquired domicile is finally abandoned. The two terms italicized above, with another, require to Domicile of ' be noticed here. Domicile may be of origin, of choice, or °^^^> ?^°}'^^' . , 1 ..,».., , 'or acquisition, acquisihon. A man s domicile of origin depends on what at the time of his birth was the domicile of his father. As to this, the law is clear that the personal status indi- cated by the term in question adheres to the subject of it until an actual change is made by which the personal status of another domicile is acquired. It remains, in fact, until a new domicile is derived, and the onus of proving a change of domicile is on the party who alleges it (l). The question of domicile is distinct from those of ^"^^a" "* naturaUzation and allegiance (m), because a man may distinct from change his domicile as often as he pleases, but not his naturalization and allegiance. (t) Bell V. Eeimedy, L. R. 1 H. (m) Haldane v. Eckford, L. E. 8 L. So. App. 307. E(i. 631. 238 WILLS OF PERSONAL PEOPERTY. No man can be without a domicile unless it be extin- guished by the law. Domicile of origin is created by law. How it may be extinguished. Domicile of choice is created by the party. What must occur to effect a change of domicile. allegiance, exuere patriam is beyond his power (n). Moreover, to suppose that for a change of domicile there must be a change of political allegiance, is to confound the political and the civil status, and to destroy the distinction between patria and domicilium, (n). It is a settled principle that no man shall be without a domicile ; and to secure this end, the law attributes to every individual as soon as he is bom the domicile of his father if the child be legitimate, and the domicile of his mother if the child be illegitimate. This is called the doTTiicile of origin, and is involuntary. It is the creation of the law — not of the party. It may be extinguished by act of law, as for example, by sentence of death or exile for life, which puts an end to the status civilis of the criminal ; but it cannot be destroyed by the will and act of the party (o). Domicile of choice is the creation of a person by his own act. When a domicile of choice is acquired the domicile of origin is in abeyance ; but is not absolutely extinguished or obliterated. When a domicile of choice is abandoned, the domicile of origin revives — a special in- tention to revert to it being unnecessary (o). This state- ment of the law coincides with the views expressed by Sir H. J. Fust in Craigie v. Lewin, and if it had been certain that Lieut.-Col. Craigie had meant to abandon the domicile of choice, India, the learned Judge would of course have decided differently. As we have seen, to effect a change of domicile there must combine three features — an abandonment of the former domicile, the animus and factum, as to the new one, and the animus manendi in the latter. On the subject of intention required to efifect a change of domicile, as distinguished from the acts embodying such intention, it has been decided that they must be performed a/nvmo mxjb- («) Udny V. Vdny, L. E. 1 H. L. So. App. 431. See the judgments, of Lords Hatherley and Westbury. (o) Udny v. Udny, supra : Judgt. of Lord Chelmsford. or PERSONAL PROPERTY. 239 nendi, that is, with the full mind to settle in a new country as a permanent home, and this is sufficient with- out any intention to change civil status, and apparently even though an intention to retain the old civil status be proved (p). The evidence necessary to support the animurn, manendi ciiust be either express, or such as to show that if the question had been formerly or solemnly submitted to the party whose domicile is in dispute, he would have declared his wish in favour of a change ( p). Slighter evidence is required to warrant the conclusion slighter that a man intends to abandon an acquired domicile and to ^'''I'lfiof -^ required oi resumehis domicile of origin, than that he means to abandon intention to his domicile of origin, and to acquire a, foreign domicile (q), acquired*" An acquired domicile may be defined as that place domicile in , 1 1 , -1 •,! , , !• favour of that where a person has voluntarily, without any sort ot com- of origin than pulsion, fixed the habitation of himself and his family,, not ""^ "''"^• for a mere special and temporary purpose — as for instance domicile that of going abroad for change of air — but with the present intention of making the place to which he pro- ceeds his permanent home, and abandoning that whence he comes. This entire intention is technically termed the animus, the giving up of one locality of residence and settling in another, is the factum,, and when such animus a,nd factum unite, the new domicile is acquired (r), Intention, provided the person has actually resided in the place in residence is question, and that such place is that of his chief and required to . , make a new permanent residence (s). domicile. A wife's domicile is that of her husband (s), the act of Wife's domicile that of her husband. (p) Douglas v. Douglas, Douglas Domicile, see Boshins v. Matthews, „ V. Welster, L. E. 12 Iq. 617 ; 41 8 De G. M. & G. 13 ; 25 L. J. Ck DoSe. L. J. Ch. 74, where the reader will 689. find an unusually long array of (r) The above definition is ex- oases and authorities referred to on tracted from the judgment of Vice- the subject of Domicile. Chancellor Kindersley in Lord y. (q) Lord v. Calvin, 4 Drew. 366 ; Colvin, and the dissentient opinions 28 L. J. Ch. 361 ; but see the same expressed thereon in Moorhouse, v. case (reported as Moorhouse, v. Lmd, cited above. Lord), 10 H. L. Cas. 272 : .?2 (s) DaVhousk v. McDmmll, 7 CI. L. J. Ch. 295. As to Foreign & Fin. H. L. Cas. 817. 240 WILLS OP PERSONAL PROPERTY. Divorced woman. abroad as a public officer. Attorney-Gen, T. Pottinger, Domicile of a woioaii deserted by her husband. marriage producing this effect. Such is an instance of domicile hy operation of law, and remains with the widow until she marries again, when another domicile — that of the next husband — is acquired {t), for a wife cannot have a domicile of her own independent of that of her husband (u). So imperative is the law on this point, that a woman married in England, but who is judicially separated or divorced in Scotland, and marries again, still retains the domicile of her former husband, such Scotch separation being ineffectual to destroy the domicile first acquired {u). And it may be stated generally, that no foreign Court can dissolve the bonds of an English marriage where the par- ties are not hand fide domiciled in the foreign country {u). But it is competent to the Courts of Scotland to entertain a suit to dissolve a marriage contracted in England, where the husband alone is regularly residing in Scotland, and is not there simply for the purpose of obtaining a divorce, and is expecting his wife to join him there (x). Residence in a foreign country as a public officer gives rise to no inference of a domicile in that country ; but if already such a person be there domiciled and resident, the acceptance of an appointment in the public service of another country does nothing to destroy the domicile [y). The case of The Attorney -General v. Pottinger (z) may here be stated, and it forms an excellent companion to that of Graigie v. Lewin, already referred to in extenso : — Sir H. Pottinger, who was born in Ireland, went in 1804 to India, in the military service of the East (i) Gout V. Zimmermam, 5 IS. 0. 440. (m) Dolphin v. Bobbins, 7 H. L. Cas. 390; 29 L. J. P. & M. 11 ; affirming the judgment of the Com't below, 1 Sw. & Tr. 37 ; 27 L. J. P. & M. 24. It appears that a woman deserted by her husband, may ac- quire a new domicile for herself, although she cannot make her hus- band amenable to the lex fori of her new domicile. Ze Stieur v. Le Suew, L. E. IP.'&D. (N. S.)139. (x) See Wmrender v. Wtmreiider, 2 CI. & Fin. H. L. Cas. 488 ; Pitt V. Pitt, 36 So. Jul-. 522. {y) Sharpe and Sharpe v. Crispin, L. E. 1 P. & D. 611 ; 38 L. J. P. & M. 17. («) 6 H. & N. 733 ; 30 L. J. Ejf. 284. OF PERSONAL PROPERTY. 241 India Company, and remained so employed in that country until 1840, having attained the rank of full Colonel in the Company's army, and was therefore enabled to reside in Europe, subject only to orders to return to India in case of his services being there required. In 1841, he went to China as the ambassador of this country, but returned in 1844 to London, where he purchased and furnished a house. He subsequently held two public appointments, the duties of which compelled him to reside abroad. Having resigned these posts, but not his commis- sion in the East India Company's service, he next came to London for a short time, and finally went, for the benefit of his health, to Malta, where he died. Sir Henry had pre- viously, however, made a Will in London, in which he was described as of that place, and while at Malta he executed two codicils, in one of which he was described as then residing in Malta, and in the second as of London, and then residing in Malta. After the testator's death, the Crown claimed Legacy Duty from his executor on the ground that the deceased had died domiciled in England. This claim was resisted, and an information having been filed against the executor in the Court of Exchequer to recover the duty, an answer was given, maintaining that the domicile of the deceased was India and not England, whereupon the facts set out above were proved. The question for the Court — namely, whether Sir H. Pottinger was domiciled in India or England — was an important one for the parties interested in its decision, because if Sir Henry had died domiciled, though not resident in India, no legacy duty could have been claimed by the Crown, the Legacy and Succession Duty Acts only apply- ing to persons and Wills in this country, and personal estates situated here (a). The Court of Exchequer decided that Sir Henry Pottinger was domiciled in England, and Baron Bramwell expressed an opinion that even if the (a) See the Judgt. of Lord Cottenham in Arnold v. Arnold, 2 MylL & Cr. 256 ; 6 L. J. Ch. 218. B 242 WILLS OF PERSONAL PEOPERTY. Domicile exists for commercial, matrimonial, or for testa- mentary pur- GoTeming maxim of public law on the subject. Personal property follows the domicile. Testamentary disposition of realty. Annuity for Hves deriv- able from realty accounts real as to its situation, per- sonalty as to its liability to legacy duty. deceased had died in Madras, he would still have been domiciled here, because having acquired an English domicile in 1844, and never having had a complete in- tention of abandoning it, his temporary employment in India did not deprive him of his acquired domicile in this country, that is to say, where a question arises as to the rights of persons living in a country at war with another. Domicile may exist for commercial, matrimonial, or testamentary purposes, and the governing maxim of public law on the subject, so far as property is concerned, is that Mohilia sequuntur personam. This being so, a man's personal estate is assumed to be situated in the locality of his domicile, and accordingly the liability of his personalty to legacy duty depends not upon his residence, but his domicile. If then an Englishman or a foreigner possessed of personal property abroad, or in a colony, dies domiciled in England, such property is liable to duty, and if an Englishman or a foreigner (&) dies domiciled abroad or in a colony (c), but possessing property here, this pro- perty is not so liable (c), because mohilia sequuntur domi- cilium or personam. But the property to which these statements are applicable must be purely personal, for if the property under consideration even savour of realty it will not be regarded as personalty for the purpose of making the principles enunciated in the cases cited below (c) applicable. Accordingly, in a comparatively recent case, an annuity for lives, including the testator's, charged on land in thfe United Kingdom, and bequeathed by a person having a foreign domicile, was held liable to legacy duty (cQ. The (i) In re Bruce, 2 Cr. & J. 436 ; 2 Tyrrwh. 475. (c) Thompson v. The Advocate- Oeneral, 12 CI. & Fin. H. L. Cas. 1 ; The Attorney-General v. Napier, 6 Ex. Rep. 217 ; 20 L. J. Ex. X73. {d) Ohatfield v. Berchtoldt, L. E. 7 Ch. 192 ; 41 L. J. Ch. 265, re- versing a decision of Bacon, V.C., L. R. 12 Eq. 464 ; 41 L. J. Ch. 115. OF PERSONAL PEOPEKTY. 243 reason of this was, as stated by Lord Justice James, that the annuity referred to was purely real estate by the Com- mon Law of England, in fact estate pur autre vie, but by statute (e) applicable in the same manner as per- sonalty under certain circumstances, which in the present case existed. The fundamental principle of this decision, however, is Maxim of law to be found in the rule of law, ImTnobilia sequuntur ^ " ^" situm which is really only a continuation of the maxim before quoted concerning mobilia. The real estate in the above case was situated in England, and the rent- charge issuing out of it being real estate too, though liable to be made applicable as personalty, the Will was by the rules of public law virtually made in this country, or technically speaking, according to the lex loci rei sitw, or Lex lod rei lex sit4s. The fact of the testator dying domiciled abroad "^'^' was of no consequence under such circumstances, because immobilia — that is real estate — sequuntur situm, and therefore legacy duty is payable on legacies given out of real estate situated in this country, even though the tes- tators be domiciled abroad. Leaseholds are by 16 & l7'Vict. c. 61, s. 19, considered Leaseholds as real property for the purposes of assessing succession gacoession duty on this species of propertyy which is exempt from duty. legacy, but liable to succession, duty. It was stated by Sir H. J. Fust, in the concluding Will of portion of his judgment in Graigie v. Lewin, ante, foi^^iy^ p. 234, n. (i), that it had been held in the cases of Stanley required to be V. Bernes (/), Curli/ng v. Thornton (g), and Be Bonneval to the law of V. Be Bonneval {h), that " a person, in order to make a ^o^^^^^g^t valid Win, must conform to the law of the country where time of his he is domiciled ; just as when he makes no Will he must be supposed to have intended distribution according to the law of that country." The first part of this statement (e) U G. 2, c. 20 ; 1 Vict. c. 26, {g) 2 Add. 7. s. 6. (A) 1 Curt. 858. (/) 3 Hagg. 373. B 2 death. ^44 WILLS OF PERSONAL PKOPEKTY. Administra- tion of in- , testate's effects must "be by the court of the coimtiy of domicile ; and according to the loAD of the country of domicile^ Will of per- sonalty no longer re- quired to be made accord- ing to the law of the country of domicile of testator at time of his death. Statute 24 & 25 Vict. c. 114. Wills made out of the United Kingdom must be in con- formity with is now no longer law, and as to the second, it may be remarked that whether a deceased intends or not that his effects shall be distributed according to the law of the country of his domicile, the administration thereof be- longs by law to the Court of such country (i). The same is also true even where there is a Will, for the court of the domicile is the forum concv/rs'ds — that is the court of con- flict—to which the legatees under the Will of a testator, or the parties entitled to the distribution of the estate of an intestate are required to resort (i). Again, the duty of administering personal estate in this country is to be dis- charged by the Courts of this country, though in the per- formance of that duty they will be guided by the law of the domicile (i). The rule of law enunciated by Sir H. J. Fust, in the first part of his observation just quoted, continued to exist until the 6th of August, 1861, when, owing to the difficulties which it was calculated to, and did actually create, an Act of Parliament was passed materially alter- ing the rule in question, so far as the WiUs of British subjects are to be henceforth affected by the domicile of their makers (k). The statute in question concerns Wills of personal estate made by British subjects ; (1) made out of the United Kingdom, and (2) those made within «the United Kingdom, after the 6th day of August, 1861. According to the provisions of this Act, every Will and other testamentary instrument, made out of the United Kingdom by a British subject, shall, as regards personal estate, be held to be well executed for the purpose of being admitted in England and Ireland to probate, and in Scotland to confirmation, provided certain conditions have been fulfilled by the testator. These are, that his Will has been made according to the fonns required either by the law of the place where such Will was made, or by the (j) EnoUn v. Wylie, 10 H. L. Cas. 1 ; 31 L. J. Ch. 402. (4) 24 & 25 Vict. c. 114. OF PERSONAL PROPERTY. 245 law of the place where the testator was domiciled when ""e of three the Will was made, or by the laws then in force in that part of Her Majesty's dominions where he had his domicile of origin (J). The question as to what may have been the testator's Testator's domicile when he made his Will, or at the time of his the time of decease, is immaterial for the purposes of this statute, so ^^^'"2 tis long as he has complied with those requirements thereof death, need not just described [1). i^tolnT^"' As to Wills and other testamentary instruments made case -within within the United Kingdom by British subjects, here again the element of domicile has no place, for such Wills are to be admitted to probate or confirmation, if they have been executed according to the forms required by the laws for the time being in force in that part of the United Kingdom where such Wills, &c., were made (m). If the testator after having made his Will changes Change of his domicile, his WiU does not by such subsequent act on testator does his part become revoked or invalid, nor shall the con- ^?,,™^°''® ''^^ struction thereof in consequence be altered by reason of the testator's change of domicile {n). The Act is not to have the effect of invalidating any The Act does Will or other testamentary instrument of personal estate previously which would have been valid had the Act not been passed, ^^^ ^'^^• except so far as such WiU, &c., may be revoked or altered by any subsequent Will, &c., made valid by the Act (o). This statute extends only to Wills and other testa- ?°'y.t?P''^j ■' . to Wuls made mentary instruments made by persons who die after by persons the date of the passing of the Act, that is tlie 6th of A^u^st^"" August, 1861; accordingly, the rules of law in force on this 1861. branch of the law of domicile prior to that date must be observed when dealing with the questions connected therewith. These rules will be found fully explained in the work mentioned below, where the chief authorities on (Z) Sect. 1. (n) Sect. 3. im) Sect. 2. (o) Sect. 4. 246 WILLS OP PERSONAL PKOPEETY. Effect of 24 & 25 Vict. u. 114. The adminis- tration of a deceased per- son's effects belongs to tte court of the country of his domicile. the subject are set out and discussed (p). But, to use the words of Sir C. Cresswell, the statute 24 & 25 Vict. c. 114, has rendered it unnecessary to consider whether or not a testator has changed his domicile when he has made his Will abroad and probate of it is moved for here (g). It is seen then, from a perusal of the terms of this statute, that when the Will of a British subject made abroad is sought to be admitted to probate in this country, all that is necessary to be inquired into is, whether it is executed, — (1) according to the forms prescribed by the law of the place where it is made ; or (2) by the law of the place where the testator was domiciled when the Will was made ; or (3) by the law then in force in that part of Her Majesty's dominions where the testator had his domicile of origin. Nothing can be more simple or more intelligible than such rules as these ; but of course evidence is required to show the Probate Division of our High Court, that a Will made abroad and presented to it for probate, has been executed according to the law of the testator's domicile, where the second of the grounds of validity mentioned above is relied upon.. Accordingly, where a Scotchman who died domiciled in England, but who had executed in Scotland, while domiciled there, a testamentary paper, naming neither executors nor a residuary legatee, and the Court of Probate was moved to grant letters of adminis- tration with this paper annexed thereto. Sir C Cresswell rejected the motion mainly on the ground that the docu- ment in question was not shown to be a good Will by the law of Scotland (r). With regard to the administration to the personal estate of a deceased person where a question of domicile arises, the late Lord Westbury says — in his judgment in a case already referred to (s) — "I hold it to be now put beyond (p) 1 Wms. Exors. pt. 1, ht. 4, ch. 2, sect. 6. (q) In the goods of Sippon, 8 Sw. & Tr. 177 ; 32 L. J. P. & M. 141. (r) In the goods of Stoddart, 2 Sw. & Tr. 356 ; 31 L. J. P. & M. 195. (1862.) (s) JSnohin v. Wylie, 10 H. L. OP PERSONAL PROPERTY. 247 all possibility of question, that the administration of the personal estate of a deceased person belongs to the Court of the country where the deceased was domiciled at his death." " All questions of testacy or intestacy belong to the All questions Judge of the domicil. It is the right and duty of that °il^^f "'' Judge to constitute the personal representative of the belong to the , _. „ fcyrum, ueceaseu. d(ymicUii, " To the Court of the domicil belong the interpretation Also the inter- and construction of the Will of the testator. To determine constraction of who are the next of kin or heirs of the personal estate of ti^e testator's the estate is the prerogative of the Judge of the domicil. In short, the Court of the domicil is the forum concurs'As to which the legatees under the Will of a testator or the parties entitled in distribution are required to resort." His lordship also in the course of his observations, Case of expressed his approbation of the judgment of Lord y™*/j^.^' Lyndhurst in Trotter v. Trotter (t), a case which decided inter aUa, that a Will must be construed according to the law of the country where it is made and where the testator is domiciled. Further, Lord Westbury declares it to be dangerous LordWest- and inexpedient for the Court of a foreign country to take ^^^!^ remarks r ^ o J on the danger upon itself the task of interpreting the Will of a testator of a contrary which is written, not in the language of that country, but above." in the language of the country of domicile. " The utmost confusion would arise, if when a testator dies domiciled in one country, the Court of every other country in which he has personal property should assume the right, first of declaring who is the personal representative, and next of interpreting a Will and distributing the personal estate situate within its jurisdiction according Cas. 1 ; 31 L. J. Ch. 402, the judg- the case was raised by the decision ment of the House affirming the of the Court of Probate, 1 Sw. & decision of the Lords' Justices of Tr. 118. Appeal in Chanceiy, 1 De G. F. & (t) 4 Bligh. (N.S.) 502 ; 3 Wilson J. 410, 29 L. J. Ch. 341, and that and Shaw, 407. of "Wood, V.-C. The question in 248 WILLS OF PERSONAL PliOPERTY, Enoihin v. Wylie. Authority Enohin t. Wylie. of to that iiiterpretatioii." In determining, therefore, the question whether a paper is valid as a testamentary in- strument under 24 & 25 Vict. c. 114, the Probate Division of the High Court of Justice can have regard to the law of one country only at a time {u). Nor, according to Sir ' P. Wilde, J. 0., can the Probate Division grant probate of any foreign Will, unless it is primA facie satisfied by some document or another that such Will has been recognised by the foreign Court, or, unless it is proved to be a valid WUl according to the law of the place where the testator was domiciled. For this purpose, according to the same learned Judge, a notarial certificate is not enough, but it must be shown by an authenticated copy of the sentence of the Court where such Will was pronounced valid {x). In Enohin v. Wylie, the testator, Sir J. Wylie, was a British gentleman, a physician, who had acquired a Russian domicile. His Will was made in the Eussian language, and according to the above doctrine was to be construed with reference to the Eussian law. At the time of his death. Sir James possessed veiy considerable pro- perty in Eussia, and also a large sum of money in the English funds, and it was held, first by Wood, V.-C, next by the Lords Justices of Appeal in Chancery, and finally by the House of Lords that the testator had died intestate as to his beneficial interest in the English funds. The decision iu the same case by Sir C. Cresswell in the Court of Probate, to the effect that the executors of Sir J. Wylie were clothed by the competent Court of his domicile with authority to obtain probate of so much of the Will as related to the property in the funds, was reversed. Concerning the case just referred to, it was said by Sir Cresswell Cresswell (2/), that the law on the subject which we are now considering, namely that concerning the suc- (u) Pechell v. Silderley and the goods of De. Vigny, 4 Sw. & Tr. others, L. K. 4 P. & D. 673 ; 38 13 ; 34 L. J. P. &. M. 58. L. J. P. & M. 66. {y) Crispin v. Soglioni, 3 Sw. & {x) In the goods of Deshais : In Tr. 96 ; 32 L. J. P. & M. 169. OF PEKSONAL PKOPERTY. 249 cession to personal property left by a person domiciled in a country other than that where the property is situate, has never been more clearly or forcibly stated than by Lord Chancellor Westbury in Enohin v. Wylie. In the case of a person who dies domiciled abroad, a Judgment of judgment of the Court of the domicile is binding as to of domioae any question relatinff to the succession to his personal ^'"'i'^g ™ estate if it be raised by the same parties in both Courts, questions of and the Probate Division of our High Court has no juris- ^"""^^^i""- diction to inquire whether such a judgment is in con- formity with the law of the domicile {y). The Probate Division is also bound by the judgment of Judgment of a foreign Court in the case of an executorship which can of a^cUe is only last a certain time according to the law of the country Ending here _^ . in questions as where the Will creating the executorship was made, and to durability this being so, if by the law of the testator's domicile an ^^j.^^^^"" executorship created by him can continue only for a limited period, the Probate Division will not, after the termination of such period, grant probate to the executor whose term of office has so expired {z). A very interesting instance of the connection between In ^ goods of the subject of domicile and testamentary law is seen in a case we will now mention — In the goods of Eaffenel (a). Madame Eaffenel, an Englishwoman by birth, but the widow of a Frenchman, died in France in April, 1854, leaving a Will made during the previous month of the same year. This Will was valid according to the law of England, but was invalid by that of France. M. Rafifenel had died in 1850, and after that event, his widow, who still remained at Dunkerque, the place of her husband's residence, had frequently been heard to express her intention to return to England. In August, 1853, she left Dunkerque, proceeded to Calais, and there with her children and baggage embarked on board a steam packet (y) Crispin v. Doglioni, 3 Sw. Sw. & Tr. 24 ; 30 L. J. P. & M. 25. & Tr. 96 ; 32 L. J. P. & M. 169. (a) 3 Sw. & Tr. 49 ; 32 L. J. {z) Lancuville v. Anderson, 2 P. & M. 203. Saffenel. 250 WILLS OF PEESONAL PROPERTY. Non-abandon- ment of foreign domicile. Instance of animus with- out factum. Change of domicile m trcmsitv,. Actual depar- ture from foreign territory required. Difficulty of the point as to change of domicile in transitu. Gbonnd of decision in the case of Madame Kaffenel, for England. Before the vessel left, however, she became so ill that she was obliged to re-land at Calais, and in November, 1853, left that town for Dunkerque, where she remained until her death, in April, 1854. Probate of the Will above mentioned was moved for in the London Court of Probate, but Sir C. Creswell declined to make the grant, on the ground that deceased had not abandoned her acquired domicile, France. Here then, we have another instance of the necessity for the union of factum and animus in the acquisition of a new, or the re-acquisition of an abandoned, domicile. There can be no doubt concern- ing what the deceased's animus was, but the factv/m was not sufficient ; because although, as argued by the counsel, who moved for probate, there may be a change of a person's domicile in transitu where a final abandonment thereof is contemplated and attempted to be carried out, yet in the case of Madame Raffenel, we see that there was no act of transit, inasmuch as she never left Calais harbour at all. " I cannot," said Sir C. Cresswell, " think that there was sufficient abandonment so long as the deceased remained within French territory." From this it may be implied that if she had actually left French territory there would have been a sufficient abandonment of her former domicile, so as, in conjunction with the animus which she enter- tained, to constitute England her new, or rather re- acquired domicile. The above point as to change of domicile in transitu, however, would raise questions of extreme difficulty, unless we determine at what distance from a country's shore its territory ends for such a pur- pose ; {a) and this, judging from the arguments in the recent case of the captain of the ship Franconia, is a highly intricate problem of international law. The act of Madame Raffenel in going on board the steamboat was not deemed sufficient to give effect to her undoubted in- tention to resume her English domicile, and accordingly, (a) A league has, however, heeu extended. See Kent's International the limit from the shore to which Law, p. 116. the territory of a state has hitherto OF PJEESONAL PROPEKTY. 251 the Court refused the motion to grant probate of her Will made in France, the country of her actual domicile. During the same session of Parliament as that in which Statute 23 & the statute concerning the effect of domicile on the right 121. to probate of the Wills of British subjects made in or out of the United Kingdom was passed, another Act (b) came into existence on another branch of the same subject. It enacts that : — " Whenever Her Majesty shall by convention with any British sub- foreign state agree that provisions to the effect of the ibroa/aoquire enactments herein contained shall be applicable to the a domicile in T ^ . the country subjects of Her Majesty and of such foreigu state respec- -wiiere they tivelv, it shall be lawful for Her Majesty by any order in die, only after •' ' _ _ J J J J residing there council to direct, and it is hereby enacted that from and a year pre- after the publication of such order in the London Gazette, ^eceLe" ^" no British subject resident at the time of his or her death in the foreign country named in such order shall be deemed under any circumstances to have acquired a domicile in such country, unless such British subject shall have been resident in such country for one year immediately pre- ceding his or her decease, and shall also have made and Deposit in a n 'J.!* 1 •[• nti r t r • j. / i public office of deposited m a public omce 01 such foreign country (such ^^^^^ country, office to be named in the order in council), a declaration ^ declaration ~i. , . . ^ ,..,,. in writing of in writing 01 his or her intention to become domiciled m intention to such foreign country ; and every British subject dying lieoome domi- resident in such foreign country, but without having so Declaration resided and made such declaration as aforesaid, shall be "^^f^^^ * year's deemed for all purposes of testate or intestate succession not been as to movables to retain the domicile he or she possessed "°™P'^*®d. at the time of his or her going to reside in such foreign former'™ " country as aforesaid." (Sect. 1.) domicile. " After any such convention as aforesaid shall have been entered into by Her Majesty with any foreign state, it shall be lawful for Her Majesty by order in council to Subjects of direct, and from and after the publication of such order in dying in the London Gazette it shall be and is hereby enacted, that '^^^^^ Bntain, (5) 23 & 24 Vict. c. 121. 252 WILLS OF PEKSONAL PEOPERTY. not deemed to have acq^uired a domicile here, unless they have resided here one year pre- vious to their and shall also have de^sited with the Home declaration in "Writing of their desire to become and be domiciled in this realm. Concluding remarks. no subject of any such foreign country, who at the time of his or her death shall be resident in any part of Great Britain or Ireland shall be deemed under any circum- stances to have acquired a domicile therein, unless such foreign subject shall have been resident within Great Britain or Ireland for one year immediately preceding his or her decease, and shall also have signed and deposited with Her Majesty's Secretary of State for the Home De- partment, a declaration in writing of his desire to become and be domiciled in England, Scotland, or Ireland ; and that the law of the place of such domicile shall regulate his or her movable succession " (sic). Such is, a slight and introductory sketch of the law on a subject of much importance, intricacy, and difficulty of application ; and the reader is now in a position to push his inquiries further, and to understand at least the terms used in the cases which he may hereafter elsewhere peruse. The two Acts of Parliament which we have set out at length have, however, done much to rid the law of domi- cile, in its relation to testamentary matters, of much that was cumbersome and productive of unnecessary incon- venience and hardship ; but notwithstanding this fact, the subject is by no means even now divested of the per- plexity which has always characterised it. Of course, as we said before — quoting from Sir H. J. Fust in Craigie v. Lewin — no matter what sets of circumstances may arise, the principles of the law of domicile are the same in their applicability to every one of them ; and the elementary learning on those principles is all we have attempted to place before the reader in the foregoing brief outline. We will now bring this chapter — for the extreme length of which we have to apologise-^to a close, and proceed to the consideration of the more immediate subject of the present treatise — Wills and Testaments. CHAPTER III. OF WILLS AND CODICILS. Except where the nature of the provisions or context ^ ^'''• of the Wills Act, 1838, excludes such construction, the word " Will " shall extend to 1. A Testament. 2. A Codicil. 3. An appointment by Will ; (a) or, 4. By writing in the nature of a Will in exercise of a power. 5. To a disposition by Will and testament or devise of the custody and tuition of any child ; and 6. To any other testamentary disposition (a). We have already spoken of a testament; let us now examine the other significations of the word " Will " which the above celebrated statute affixes to it. A codicil, from codicillus, diminutive of codex, a book, ^ "odicU in is in English law a supplement to a Will, having the power, under various circumstances, of adding to, or sub- tracting from, altering, explaining, confirming, re-execut- ing or re-publishing, or reviving any Will with which it can be identified and incorporated (b). A testator, ■*■ person can . xTT-m leaTe only one although he can make but one eiiective Will, yet may wffl, but any make any number of codicils, each of which may in some "™^.'"^ °* •^ -^ codicils way or another have an operative power. But " it is a thereto, settled rule with the courts whose province it is to adju- dicate upon such questions never to disturb the disposi- tions of the Will further than is absolutely necessary for (a) 1 Vict. 0. 26, s. 1 ; and see P. 0. 427 ; In re EarVs Trusts, 4 the judgment of Lord "Westbury, K. & J. 673 ; In the goods of Te/r- C, in. Thomas v. Jones, 1 De G. J. rMe, 1 Sw. & Tr. 140 ; In the goods & S. 63 ; 32 L. J. Ch. 139. of Lady Truro ; L. R. 1 P. & D. (J) 1 Vict. c. 26, s. 34 ; judg- 201 ; 35 L. J. P. & M. 89. ment in Allen v. Maddock, 11 Moo. 251 WILLS OF PERSONAL PROPERTY. Codicil in Eoman law. Two kinds. Distinctions between tes- tament and codicil. Definition. the purpose of giving effect to the codicils (c)." In the great case of Ferraris v. Hertford [d), it appeared that the testator, the Marquis of Hertford, had made thirty- three codicils to his Will, and probate of thirty of them, with the Will, was granted to his executors. In the early Roman law codicils were unknown, nor were they in use before the reign of Augustus Csesar (e) ; and when codicils came to be employed legacies could not be left by them unless they were afterwards confirmed by testament. By the Institutes of Justinian there might have been any number of codicils without a testament, but these, unless confirmed by testament, had not the effect of bequeathing legacies but only of creating trusts (e). The codicils could operate whether the person making them died testate or intestate — that is, with or without a testamentary heir ; or, in other words, without a testament (/). Consequently, there were two kinds of codicils — one, where a man left a testament and codicils ; the other, where he simply left codicils. The absence of a testamentary heir, — or as we say, an executor — marked in the Roman Civil law the great difference between a testament and a codicil ; indeed, the latter did not admit an executor (g). A codicil might have been made before, as well as after, a testament ; only five wit- nesses were required to attest its execution whereas that of a testament required seven; an inheritance could neither be given nor taken away by it, except by means of a trust Qi) — (fideicomissimi) (i). From the circumstance of a codicil being an instrument requiring a less degree of formality for its execution than a testament, it has been defined by the civilians to be (c) Jarm. Wills. (d) Curt. Ecc. Eep. 477. («) Just. Inst. 2, 25 Introd. 2, 25, 1 ; " Legata nisi ex testamento non valeat." Inst. 2, 23, 10. (/) Inst. 2, 25, 1. (g) Swinb. 1, 5, 3 ; Off. Exor. 58 n. (6). (h) Just. 2, 25, 2. (i) Strictly a bequest in trust. See Sand. Just. 23, n. OF WILLS AND CODICILS. 255 — TRtima, testati vel intestati voluntas minus solennis ; the phrase mmus solennis denoting that the solemnity of appointing an executor was dispensed with, as men- tioned above. In the Roman law, the codicil of an intestate was carried into effect by his heir-at-law or next of kin. If a man made a Will and codicil, the latter was dependent for its validity upon that of the former ; if an intestate made a codicil, the, instrument was deemed perfect in itself, and spoke from the date of its execution, while in the former case, it spoke from the date of the testament. Our law concerning bequests of personal property is in Roman codicil great part boiTowed from the Civil ; but it will be seen that tnV^Ji^h ' "^ a codicil in the former system of jurisprudence is a dif- one. ferent instrument from the one we have just described. As to many of the features of a Roman codicil, or rather perhaps as to the rules which governed them, it may be said that an English codicil is almost of the opposite character ; for instance, a Roman codicil has been correctly called " a last Will, but not a Testament ;" at the same time, it resembled in other of its features an English codicil, e.g., in the Roman Civil law, a codicil made after a testament, was, as in our own, deemed part of that Will (k). It is rather amusing to observe the variety of ways in which a codicil has been described (l) . Some writers have called a codicil little curious de- Will, in contradistinction td a testament, which they termed soriptious of ,,, , 1 , , 1 . codicils. a great WiLL; some have compared a testament to a ship and a codicil to its boat; others have termed it ''an un- solemn last Will ; " and, in reference to the limited use of codicils on their first introduction, one writer very quaintly, but pertinently remarks — Nempe ut condimenti, non ut cibi, fuit olim codicillorum usus. In our law at the present day, a codicil is a testamentary Codicil in our disposition subsequent to a Will, and, therefore, the exis- made after will. (h) Dig. 29, 7, 22 ; West. Symb. {I) See Swinburne's curious de- 636 ; Swinb. 1, 5, 11 ; 2 Black. scription in part 1. section 5, of his Com. 500. work. 256 WILLS OF PERSONAL PROPERTY. Bepublisliing a will repub- lishes the codicils thereto, and ■vice versd. Defizritiou of a tence of a codicil, although it may sometimes by itself operate as a distinct document, implies the previous making of a WiU, upon which it is, primd facie, though not necessarily dependent (m). If a Will is republished — that is, since 1 Vict. c. 26, re- executed — the codicils thereto are also re-executed (n) ; and conversely a Will may be re-executed by a codicil, so as to bring the date of the whole instrument down to that of the codicil. A codicil may also so re-execute a Will as to prevent a gift under it from lapsing (o), where the case is within section 33 of 1 Vict. c. 26, which enacts as follows : " Where any person being a child or other issue of the testator, to whom any real or personal estate shall be devised or bequeathed for any estate or interest not determinable at or before the death of such person, shall die in the lifetime of the testator leaving issue, and any such issue of such person shall be living at the time of the death of the testator, such devise or bequest shall not (ot) Ghimwood v. Cozens, 3 Sw. & Tr. 364. See, however, the case of Denny v. Barton, where a letter was established as a codicil to a ■WiU of a date subseq^uent to the letter. 2 PhiU. 575. (w) Ferraris v. Hertford, 3 Curt. 514, Judgment of Sir H. J. Fust. But see this case on appeal, 4 Moo. P. C. C. 366 ; a\soMarsh-7. Marsh, 1 Sw. & Tr. 528 ; 30 L. J. P. & M. 77 ; In the goods of Seid, 38 L. J. P. & M. 1, Judgment. (o) " If a legatee dies before the testator, the legacy is a lost or lapsed legacy, and shall sink into the residuum [or what remains of a testator's estate after payment of his debts and legacies]. And if a contingent legacy be left to any one, as when he attains, or if he attains, the age of twenty-one years, and he dies before that time, it is a lapsed legacy. But a legacy to one, to ie paid when he attains the age of twenty-one years, is a vested le- gacy ; an interest which commences in prcesenti, although it be solven- dum in future ; and if the legatee dies before that age, his representa- tives shall receive it out of his testator's personal estate, at the same time that it would have be- come payable, in case the legatee had lived. This distinction is borrowed from the Civil Law ; and its adoption into our Courts is not so. much owing to its intrinsic equity, as to its having been adopted by the [old] Ecclesiastical Courts," 2 Black. Comm. 513. This general rule of testamentajy law is modified, as we have seen, by the Wills Act, 1838, sect. 33, in favoijr of a testator's children, under certain circumstances. OF WILLS AND CODICILS. 257 lapse, but shall take effect as if the death of such person had happened immediately after the death of the testator, unless a contrary intention shall appear by the Will." The following case will illustrate what we mean : — A Illustrative testator, before the Wills Act, 1838, came into operation, bequeathed a share of his residuary estate to one of his sons. The son predeceased his father, but died after the Wills Act came into operation, leaving issue. After his death, the testator made a codicil confirming the existing Will, and it was held that the gift to the dead son was thereby prevented from lapsing, being within sect. 33 of the Act above mentioned. It was also laid down that, under sect. 34 of the same statute, the effect of the repubhcation or re-execution of the codicil was the same as if the testator had made another Will in the words of the former one (p). It can make no difference^so far as its validity is con- CodicU may be ,..,,. . , on same or earned — whether a codicil be written on the same paper with separate paper, its Will, or whether it be written at a subsequent period or not, so long as the codicil distinctly refers to the Will (q). " You may incorporate an unexecuted paper into a duly Distinct executed Will [or codicil], by a sufficiently clear and dis- ^n unexecuted tinct reference to it, and with respect to which there can p^p^"^ ™'=™" . T- -1 1 1 1 •!! porates it be no mistake (r). And a codicil, duly executed, will into a Will, give effect to unexecuted papers which have been wi'itten between the periods of the execution of the Will and the codicil, although the latter does not refer to the former (r). H. made an informal codicil to his Will, and then made Informal a second one duly executed, beginning with the words — ■ '""^^''^• " This is another codicil to my Will." These codicils were both admitted to probate, the learned Judge Ordinary, Sir H. J. Fust, observing that although in reality there was but one codicil, yet it was clear that the testator in- tended the one unduly executed to be a codicil, a circum- (p) Winter v. TTmfer, 5 Hare, Sm. 475. But see ^orf, p. 269. 306 ; 16 L. J. Ch. 111. (r) In the goods of Hunt, 2 (j) Aaron v. Aaron, 3 De G. & Eobert. Eoo. Rep. 622. 258 WILLS OF PERSONAL PROPERTY. Where an in- formal codicil was not esta- blished. Reference to a written paper. True effect of codicil. Burden of proof when Will is de- stroyed and codicil set up. stance most material, although it was not made a ratio decidendi (s). In another case, A. made a valid "Will, and afterwards made an informal codicil to it. He then made a second codicil duly executed, but which did not mention the first one. The same learned Judge held the first codicil not established by the second, on the ground that the instru- ment in question was not a codicil at all, and therefore that the confirmation of the Will did not amount to a confirmation of the informal codicil (t). The reason here was that the testator having made no reference to the first so-called codicil, it was to be inferred that he never intended to recognise its provisions. Where a testator, in a duly executed instrument, refers to a paper already written, and describes it accurately and unmistakably, such paper is, by the reference, incorporated into his WiU, and parol evidence is admissible for the purpose ; but where the reference is indistinct, such evi- dence is not admissible (u). The Court cannot, according to the authorities, give greater or less effect to a codicil than this — to treat its execution as if the testator had at the time sat down and re-executed his Will. {Per Sir J. P. Wilde, In the goods of Lady Truro, post, p. 265.) Where a Will and its codicil have been in existence, and the Will has been subsequently destroyed by the testator, the party setting up the codicil must show that it was the intention of the testator that such codicil should operate separately from the Will (x). In the absence of this evidence the presumption will be that by the destruction of the Will the codicil was revoked, because the rule is that a codicil is primd facie dependent on its Will (x). (s) IngoldbyY. Ingoldby, 4K C. Tr. 364. See, however, Black v. 493. {t) In the goods of Phelps, 6 N. C. 695. (m) In the goods of Watkins, L. R. 1 P. &D. 19;35L. J. P. & M. 14. (jr) Grimwood v. Cozens, 2 Sw. & Jobling, L. R. 1 P. & D. 685 ; 38 L. J. P. & M. 74, where this case and another were considered ; also, In the goods of Savage, L. R. 2 P. & D. 78 ; 39 L. J. P. & M. 25, which affirmed the second of the OP WILLS AND CODICILS. 259 A codicil may, however, be substantially independent of CodicU may be a Will which cannot be found, so far as its effect and title ^dependent of to probate are concerned [y) ; and if a testamentary paper, purporting to be a codicil, is seen to be of this character, it is not necessarily revoked by the revocation or destruction of the Will {z), the primd facie presumption of depend- ence on the Will being in such cases rebuttable by evidence. If a codicil be executed before the revocation of a Will, Codicil and it be shown to be independent of the Will, the codicil before Will may be admitted to probate (a). reToked. " A codicil duly executed will give effect and operation Effect of to a Will altered after the passing of the Wills Act, 1838, altered after although the alteration was not duly attested, and though l^^^- the Will itself was executed before 1838 (6), that is to say, at the time when a bequest of personalty needed neither signature nor attestation to secure its admission to probate (c). All Wills and codicils, whether of realty or personalty, ah -vi^iUg and are now on the same footinar, so far as regards the formali- ™iii<='^ are . , . now executed ties to be observed m theu' due executwn, since, by the in the same Wills Act, 1838, the word "Will" extends to a codicil ''^y- (sect. 1). From this statement it is to be inferred that like a Will Codicils to be a codicil always requires due execution and attestation, require ■ and that when there is an intention on the part of a tes- attestation. tator to make a codicil, this can be effected only in the way pointed out by the statute in regard to a Will (sect. 9). A codicil, then, to have any force, must be signed by the testator, and his signature attested by two witnesses. above three cases. The correctness of supra; Inthe goods of Ellice, SSL. these decisions is doubted in Wms. J. P. & M. 27. Exors. pt. 1, bk. 2, ch. 3, sect. 1, (a) In the goods of Ewrris, S Sw. p. 154. & Tr. 485 ; 3S L. J. P. & M. 181. (y) In the goods of EalUmll, 4 (6) Skmner v. Ogle, 4 N. C. 78, N. C. 400 ; 9 Jur. 1042 ; In the goods Judgment of Sir H. J. Fust. ofOreig, L. R. 1 P. &D. 72 ; 35 L. (c) Ferraris v. Hertford, S Curt. J. P. & M. 113. Ecc. Hep. 477, Judgment of the (s) In the goods of Ealliwell, same learned judge. s 2 260 WILLS OF PERSONAL PEOPERTY. Difference between a fully executed and attested codicil and one not so. Illustrative ca^e. Another case. The difference between a codicil wliich is duly executed and attested and one not so, is seen in the effect -which the former may have upon other instruments themselves imperfectly executed. The 'following case will illustrate what is meant (d) : — In 1836, A. executed a WUl, and in 1838 he wrote a so-called codicil thereto which was signed by him, but his signature (e) was not attested. In 1840 he made a further real codicil, which was signed by him at the foot, and duly attested. This was written on the second side of the sheet on which the former incomplete paper was written, and the deceased described it as " a second codicil to my last WUl and testament," and Sir H. J. Fust held that the second instrument having been duly executed, and referring to the former, constituted an execution (/) of the first one also. Accordingly, probate of the Will and both codicils was ordered to pass. Here is another case in point : — A., by her Will, directed her executors to distribute certain articles according to any list or lists of them which she might sign. She then wrote a so-called codicil, and afterwards a list of the things which she wished to be given by her executors, but the paper in question was unattested. She next executed a second codicil, but neither in this nor in the former was any reference made to the inventory ; nevertheless the document was held entitled to probate (g). (d) In the goods of Smith, 2 Curt. 796. Note. — Strictly speaking, the term " codicil " is not now, as before the Wills Act, 1838, applic- able to an unattested paper. See Ferraris v. Hertford, ante, u. (c), In the goods of PMps, 6 N. C. 695. (e) When we speak of attesting a Will, it is to be remembered that we reaUy mean attesting the tes- tator's signature. The statute of 1838 only requires the latter to be attested, although the words em- ployed therein are— "shall attest and subscribe the Will." See Ilott r. Oenge, 3 Curt. 175, Judgment of Sir H. J. Fust, quoting Jarman on Wills. See, also, this case affirmed by the Privy Council in 4 Moo. P. C. C. 265, and read Doe v. Burdett, 10 C. & F. H. L. Cas. 340. (/) The term "execution," as appMed to the act of completing a Will, though in strictness it means only the signing by the testator, yet in ordinary parlance compre- hends the signing thereof by the testator and the attestation of his signature. [g) fn the goods of Stewart, 3 OF WILLS AND CODICILS. 261 We perceive here that a list had' been mentioned Euleasto by the testatrix in her Will, which was a perfect instru- referring in a ment, and the " authorities have established, that if the them for such estates and in- terests, and subject to such conditions and limitations as he should think proper" ; it was held, that the trustee bad a power of selection only, and that if he appointed to more than one, he must do so equally among them (p). Mixed Power ^ mixed Power then, is obviously very similar in its similar to one i i i i coupled with a nature to a Power coupled with a trust, although perhaps the following distinction may be drawn between the two in regard to the trust feature connected with each. In the former, as Mr. Lewin says, the details of the trust are to be filled up by the good sense of the trustees ; in the latter, it is apprehended, the details are not necessarily so left to the discretion of the trustees, but the duty devolv- ing upon them may be of a more defined and of a more peremptory character (o). A Contingent A Contingent Power is one which can only arise upon a given contingency ; or, if the donee be not designated, it is one, the ability to exercise which, depends upon the occurrence of some event specified by the donor thereof as necessary to happen before the Power can be executed, by him who may become by circumstances the donee. If the Power itself be vested in some uncertain donee, whose right to exercise it is dependent upon a contingent event, the donee cannot do anything until that event has (o) See Lewin on Trasts, 19, {p) Ward v. Tyrrell, 25 Beav. 600. 563 ; 27 L. J. Ch. 749. Power. OV WILLS AND CODICILS. 297 actually happened, for he himself is " a contingent per- son," and can only exercise the Power on the occurrence of a contingent event. "There is," says Lord St. Leonards, "a distinction Power given where the Power is given to a designated person to be pe*son,'^and executed upon a contingency, and a Power given to a one given to a contingent person, if we may use the expression "(g). Ac- person!"^^" cordingly, if a general Power of appointment over a fund be given to A., exercisable by him at the death of B., it appears that A. may during B.'s lifetime make a valid in- strument which purports to execute that Power, because he has, and will have, the Power, should the contingency, namely, B.'s death, happen. But if a Power were given to be exercised by the survivor of two persons, the actual donee in this case, being unascertained, would be a contingent person. And although one of the two might probably have the better chance of being the survivor, yet the Power, not having been vested in him, as in the former case, his exercise of it would be void. The distinction, as observed by Sir W. Page Wood, V.-C, in his judgment in Thomas v. Jo7ies (r), is an excessively refined one, but it seems not to have been doubted by any judicial decisions in this country. Lord Chan- cellor Westbury, however, in affirming the judgment of General Power the Vice-Chancellor said, "I should be of opinion that survivor of two a general Power of appointment over an equitable estate f^"^^""'';™^^ given to the survivor of two persons, to be executed by by will during deed or Will, could be well exercised by a Will made i^^^jj' ^ ™^ during the lives of both the persons by that individual, who afterwards proved to be the survivor." The Power in this case is not presently vested in either of the par- ties, but unless both die at the same moment of time, it is sure to become vested in one of them, when a certain event happens, namely, the death of the other. Accord- (q) Sng. Pow. 269. 1 De G. J. & S. 63 ; 32 L. J. Ch. (r) 2 Jo. & H. 475 ; 31 L. J. Ch. 139. 732 ; affirmed by Lord Westbury, C. 298 WILLS OB" PERSONAL PROPERTY. Power exer- , cised by general liequest made before Power has rested in the testator. Contingent Power and contingent interest dis- tinguished. Joint and separate Powers. Example of these Powers. ingly, if each of the parties makes a Will, whether pur- porting to be in execution of the Power, or merely as a general bequest, the Will, by virtue of section 24 of the Wills Act, 1838, speaking as if executed immediately before his death, will execute the Power; and by sec- tion 27 of the same Act, a bequest of personalty described in a general manner, includes any personal estate which he may have power to appoint as he may think proper — that is, a general Power of Appointment. So that, although " a man has no capacity to make a gift under a Power before he has got it," yet " when he makes a general bequest, and afterwards acquires a Power, that Power takes effect by virtue of the general bequest." — (Per Sir W. P. Wood, V.-C, in Thomas v. Jones.) A Power given so as to be exercisable by the survivor of a certain number of persons, is therefore, as pointed out by Lord Westbury, in reality not distinguishable in principle from a trust for the benefit of that survivor ; the latter being a contingent interest, and the former a contingent Power. Lastly, we have to mention joint and separate Powers, and the nature of these will be understood by considering the following illustrative case : — By the settlement made on the marriage of A. and B., certain real estates were conveyed to trustees upon trust, to pay the rents to A. for life, and after his death, to B. for life, and after the death of A. and B., upon trust for such one or more of the chil- dren of. the marriage as A. and B. should by deed have during their joint lives jointly appointed ; and in case of the death of A. in the lifetime of B., before any such ap- pointment should be made, then as B. should by deed appoint. A. and B. jointly appointed two-fourths of the estate to two of their children. A. died first, and B. appointed the other two-fourths to two other of the children. Held, that the appointments made by B. alone were valid, because the language employed by the parties clearly meant that whatever was not appointed by A. ON WILLS AND CODICILS. 299 and B. jointly, should, in the event of the death of either, be subject to the sole or separate appointment of the other. Such separate appointment was therefore held valid (s). A Power of appointment, of which mention has been Power of made, " is an authority to give an estate in any property ^Pi"'™'"'^°*' to another, or to determine the nature and amount of the interest which another shall take in property ; and if no particular mode of executing it is prescribed by the instrument which creates the Power, it may be executed by a simple writing." This brings us to the consideration of what is required Execution of in the execution of a Power when the mode of effecting this is prescribed by the donor. The general rule is, both as regards realty and person- General rule, alty, that the donee of a Power must conform rigidly to the directions of the donor as to the instrument by which it is to be exercised, and the conditions to be observed in its execution. Accordingly, should the donor prescribe a Will as the ^^^ "°* p . , -r, , , .,, 1 available ■where instrument tor executing the Power, the donee will not be Will is required at liberty to employ a deed for the purpose ; and where a ^^^ weversd. deed is named, then a Will must not be used. Again, if the consent of any particular person be re- Consent of quired to validate the execution of the Power, that consent person cannot cannot be dispensed with (t). ^. dispensed 1 !• -n 11 ■''itn) where it But if a person be created donee of a Power, and the is required, donor thereof declares that it may be executed by any writing not testamentary, but yet enjoins the donee to observe other solemnities not usual in the execution of ordinary deeds or writings, the latter will be at liberty Undue formah- ■^ . ° • ties prescribed to ignore such directions {t) ; and if the Power be executed need not be " in the presence of two or more witnesses, in the manner <='"°pl'«'l ^^' • in which deeds are ordinarily executed and attested," a perfect execution will be effected. (s^ In the matter of Simpson's L. J. Ch. 415. Settlement, i Be G. & Sm. 521 ; 20 (<) 22 & 23 Vict c- 35, s. 12, 300 WILLS OF PERSOKAL PEOPBETY. Power exer- cised by Will. Power, not in terms, one to be exercised by Will. Who may exercise a Power. Infant. No appointment made by Will, in exercise of a Power shall be valid, unless the same be executed in all respects as other Wills are ; and every Will executed in conformity with the terms of the Wills Act, 1838, shall be a com- plete testamentary exercise of a Power, notwithstanding that some additional solemnity shall have been expressly required to be observed by the testator (u). A Power of appointment, however, which is not in terms a Power to appoint " by Will," is not well exercised in the manner specified by the Wills Act, 1838, unless the formalities required by the Power are also observed {x). Every person who is capable of disposing of a vested estate, may exercise a Power over any kind of property. Consequently, a married woman, although by the general rule of law unable to make a Will {y), may yet validly exercise a Power even over realty without the consent of her husband, and if the Power be general she may do so in favour of whomsoever she pleases. It makes no difference whether the Power was given to her when sole or after marriage. But if it was given to her to execute expressly as " being sole," it could not be exer- cised by her during coverture, for the marriage would operate as an extinguishment of the Power. An infant, although at Common Law, unable to alien his estate, except by force of a particular custom, may now, in contemplation of marriage, and with the sanction of the H. C. J., execute any Power over any property, unless otherwise shall have been declared by the instrument creating the Power {z). An infant, however, as he cannot make a Will of any (m) 1 Vict. c. 26, s. 10 ; Hubbard single women, unless the donor or V. Lees, L. K. 1 Ex. !i55 ; 35 L. J. Ex. 169. (x) Taylor v. Meads, 4 Do G. J. & S. 597 ; 34 L. J. Ch. 203. (y) Married women possessed of separate estate, whether real or personal are, as regards the tes- tamentary power, on a level with settlors of the property otherwise order. And now, married women may bequeath their savings derived from the pursuit of any trade, occu- pation, or calling. See Taylor v. Meads, supra, and 33 & 34 Vict. c. 93. (z) 18 & 19 Vict. c. 43, s. I. OF WILLS AND CODICILS. 801 kind, cannot, of course, execute a testamentary Power of appointment, and any Will made by a person under the age of twenty-one, or by any other person under disability of any kind, would be absolutely void, and would not be rendered valid by any previous or subsequent declaration respecting it. " A donee of a Power may execute it without referring Reference to to it or taking the slightest notice of it, provided that the intention be to execute it (a), and this remark applies as much to personal as to real property." Where there is no other property upon which a Will can Operation, operate, besides the property over which the testator has a Power of appointment, a Will duly executed by him is an execution of the Power (&), although no mention is made of the Power, and the Will is simply in' the form of an instrument bequeathing a legacy. And if there be other property upon which the Will can operate, such circum- stance will not necessarily prevent the execution of the Power, if the intention is clear (c). The Chancery Division of the H. C. J. is the proper Court of tribunal to determine the question of the due execution of Powers, by Will or otherwise, and to relieve where neces- sary in cases of their defective execution (d). The Court will not interpose in the case of a non-execu- Non-execution tion of a mere Power, for that would be depriving the donee of the right of discretion in regard to the exercise of the Power (e). In favour of certain persons, the Court will, however, aid the defective execution of Powers. (See Tollett V. Tollett, infra, note (d) ). The Chancery Division of the H. C. J. may, if it should Power of the think fit, inquire into the execution of a Power, even after °^^ ' (a) Sugden on P., Sti ed. 289 ; 1 C. Eq. 946 ; Johnson v. Touchett, 37- Vict. c. 26, s. 27 ; In re Powell's L. J. Ch. 25 ; Farington v. Parker, Trusts, 39 L. J. Ch. 188. L. R. 4 Eq. 116 ; Gart/iv. Townsend, (i)Shdfordv. Aclcmd, 23Beav. 10. L. R. 7 Eq. 220 ; Me Dyke's Estate, (c) In the goods of Fenwick, I.. R. L. R. 7 Eq. 337 ; Paglary. Tongue, 1 P. & D. 319 ; 36 L. J. P. & M. 54. L. R. 1 P. & D. 158. {d) E. g. see TolM v. Toilet, 1 L. (e) Smith's Man. Eq., Tit. 1, C. Eq. 227 ; Harding v. Olyn, 2 L. Cap. 1, Par. 3, § 4. 302 WILLS OF PERSONAL PEOPEKTY. a grant of Probate ; and it may differ both as to law and facts from the Probate Division, and decide that the Power is not well executed. Even a decision of the Judicial Committee of the Privy Council on the same point was held not to bind Chancery in its jurisdiction over Powers (/). The WiUs Act. The Wills Act, 1838, did not affect in any way the Ecclesiastical Court, nor, consequently, the present Pro- bate Division of the H. C. J., in its dealing with Powers ; " all that the statute does is to enact that Powers to be executed by testamentary acts shall, as to the mode of execution, be the same as in cases of ordinaiy Wills " (/). Let us next see how the Probate Division of the H. C. J. deals with cases that arise under the latter part of section 18 of the Wills Act, 1838. It is there pnacted that although the act of marriage revokes a Will, yet that a Will made in exercise of a Power of appointment does not so operate, when the real or personal property would not in default of such appointment pass to the testator's executor or administrator, or the person entitled as next of kin under the Statute of Distributions (22 & 23 Car. 2, c. 10). Case. The following is a case in point : — A. by his Will gave to B. a Power to dispose by Will of certain property, which, in default of appointment by her, was to devolve on the person or persons, who, at her decease, should be her " next of kin." B., in pursuance of such Power, executed a Will in favour of C, whom she afterwards maiiied, but who died in her lifetime : — Held, that B.'s, Will was not revoked by her subsequent marriage, as the case fell within the exception of the 18th section of the Wills Act (g). At first sight, it would appear that this case did not come within the exception, because the property, in default of appointment by the testatrix, was to devolve upon her " next of kin " at her decease. But, it is to be observed that' the words of the Statute are, not " next of kin " (/) Brenchley v. Lynn, 2 Kob. (g) In the goods of McVicar, Eoc. Bep. 441.— Dr. Lushington's L. K. 1 P. &D. 671; 38L. J.P. judgt. & M. 84. OF WILLS AND CODICILS. 303 merely, but " next of kin under the Statute of Distribu- tion." At one time, the simple words " next of kin," were " ^^'^} of kin'- thought to mean next of kin according to that statute, "nearest of and such was the view enunciated by Sir John Leach in '^•" the case of Mmsley v. Yov/ng (h). But on appeal to the Lords Commissioners, this decision was overruled (h), and the meaning of the words " next of kin," was held to be " nearest of kin." Such being the construction of the law, it was applied by the Court of Probate to the case we have cited (i), and, inasmuch as the expressions "next of kin," and " next of kin under the Statute of Distribu- tions," may have widely different significations in legal con- templation, the Court decided that the Will of the testatrix was not revoked. The reader is referred to a very lucid account of the Statute of Distributions, given by Vice- Chancellor Wickens in a recent case (k), which came before him, and to which, as it illustrates the mode of applying the statute under certain circumstances which we shall have occasion to notice again presently. A Will made in the exercise of a Power of appointment Mamage does ^ \ not revoke is not revoked by a subsequent marriage, when, in default testamentary of appointment, the property of which it disposes passes ^pp"!"*"!™*- under the settlement creating the Power, although the same persons would take under such settlement as would have taken in case of intestacy under the Statute of Distributions (I). The case in which the forearoing point was decided was -'^ ^^ 9°.°^^ ° ° ^ of FenwicK. as follows : — A married woman, in pursuancd* of the Powers given to her under a particular deed, executed them by Will and codicil in favour of her son. Her mari'iage was subse- quently dissolved by the Court of Divorce, and she re- married. After her second marriage, she executed another Will, by which, without reciting any Power, or using {h) 2 My. & K. 82, 780. Eq.. 286 ; 41 L. J. Ch. 130. (i) See p. 302 (g). (I) In the goods of Fmwick, L. E. {k) Ms Boss's Trusts, L. R. 13 1 P. & D. 319 ; 36 L. J. P. & M. 54, 3U1 WILLS OF PERSONAL PEOPERTT. Disposal by Will of the custody and tuitiou of a child, "Will "extends to the appoint- ment of a testamentary guardian to an infant. Father's sole absolute right in this respect. words of revocation, she again disposed of the property as in the first Will, but named no executor. She was possessed of property, other than that' named in the first Will, on which the second could have operated. Held, that the first Will was not revoked by the second marriage, as it came under the exception contained in section 18 of the Wills Act, 1838. Nor was it revoked by the second Will, because the two being in favour of the same person they were quite consistent with each other. Accordingly, probate was granted of all the papers, as together contain- ing the Will of the deceased, to the executor named in the first Will (m). Having now shortly considered some points in the rudimentary learning on the vast subject of Powers, we will next proceed to the examination of another signi- fication of the word " Will," accorded it in the Statute !■ Vict. c. 26. The Act says that it shall extend to a dispo- sition by Will and Testament or devise, of the custody and tuition of any child. By the present law of England, a father may, by a deed or testamentary instrument (n), provide for the custody and tuition, after his death, of all or any of his children during their infancy, that is, until they shall attain a certain age, or until that .of twenty-one years, but not beyond. The person or persons who may be so appointed by a father for such purpose, are styled Testamentary Guardians, and no person whatsoever has a right to appoint testamentary guardians over children, except their (m) See n. (I). And for further authorities as to the exercise of Powers of appointment, see Phipson V. Turner, 9 Sim. 227 ; In re Powell's Trusts, 39 L. J. Ch. 188 ; rVebb V. Sadler, L. K. 8 Ch. 419 ; 42 L. J. Ch. 498 ; SlarJi v. Dah/ns, L. E. 10 Ch. 35 ; 44 L. J. Oh. 205 ; and the approved cases there cited. (m) The power to appoint testa- mentary guardians by "WiU or deed was given to 'a father by Stat. 12 Car. 2, c. 24. Any kind of docu- ment may be testamentary, if duly executed, and provided it is, on its face, intended to have operation after the death of the person who makes it. See 1 Wms. Exors., pt. 1, bk. 2, ch. 2, sect. 3, 104 ; In the goods of Coles, L. R. 2 P. & D. 362 ; 41 L. J. P. & M. 21 ; judgment. OF WILLS AND CODICILS. 305 father, who may however waive the right vested in him, if he should think proper, in the interests of his children (o). He may, by his "Will, nominate a guardian for his child, Mother may so as to exclude the mother from filUng the office. If, f^^^^t^e'^^'^ however, he does not do so, she may, by the appoihtment guardianship of the Chancery Division of the High Court of Justice, deatti.* occupy that position, which in such case is hers — as it is said — ^both by nature and nurture (p), yet subject, as we see, to the will and pleasure of her husband, who, while living, is himself the guardian of his children by nature and nurture (q) during their infancy. But although a father may appoint a guardian for his How father's child by WiU, he cannot ordinarily do so by a deed qualified. amounting to an abnegation of parental power and rights (r), unless that deed is made with his wife under 36 Vict. c. 12, or is to operate after his death, in which case it .is, of course, equivalent to a testamentary in- strument. The reason of this is, that the law considers the custody. View which the &c., of a child by its father to be not only natural in ^ fether'^s duty! itself, but also that he of all persons is, privnd facie, the most suitable and proper to direct the education of his children, with the view to their becoming good citizens, and so a source of strength to the State. In other words, for a father to give up the custody and tuition of his children to strangers, except for reasons founded on some- (o) See the judgt. of Lord Hard- tamentary guardianship is not as- wicke in Blake v. Blalce, Amb. Signable ; also that children have a 306, and that of Lord Eldon in natural right to the care of their Lyons v. BUnkvn, Jacobs' Eep. mother. " See also the case of E^g. 145, both cited at length iu the v. Clarice, Re Alicia Race, 7 E. & notes to Eyre-7. Ommtess of Shaftes- B. 186, reported as In re Race, 26 lury, 2 L. C. Eq. 675, 677. L. J. Q. B. 169- {p) Mendes v. Mendes, 3 Atk. (q) Judgt. of Lord Chancellor 624, Judgt. of Lord Hardwicke. King, 3 P. "Wms. 153. The same learned judge also laid (r) Hamilton v. Hector, L. R. 6 down the following propositions on Ch. 701 ; 40 L. J. Ch. 693, Judgt. the subject in Mellish v. Be Costa, of Lord Hatherley, C. 2 Atk. 14 : " It is clear that a tes- 306 WILLS OP PEKSONAL PROPERTY. thing certain, or probaWe to be, beneficial to them, is to contravene public policy. To such an extent has the law carried this principle, that even where a husband and wife have separated in consequence of the gross misconduct of the former, and the husband executes a deed purporting to allow the mother of his children to have the custody f?'t"*! no of them, such deed would, but for a recent Statute (s), 36 Vict. u. 12. ' . ^ ■" be, so far as this covenant was concerned, wholly in- operative, on the ground of being contrary to public /■policy (t). Yet, if the father could have been, and now can be, proved to be such a person that his presence would be likely to prove absolutely injurious to his children's morals or dangerous to their safety, in that case, the exclusion of the paternal right by agreement would not have been, and is not, in derogation of public policy (u). Still further does the law carry its ex- treme respect for the paternal, as distinguished from the maternal, authority over children, since although a husband may appoint his wife testamentary guardian to his chil- dren, yet where the father dies without so appointing her, the mother, even then, is not necessarily guardian to her (s) 36 Vict. c. 12. "An Act to good and welfare of society." amend the law relating to the Jndgt. of Turner, L. J., lq Hope v. custody of infants," and which re- Bope, 26 L. J. Ch. 417 ; 8 De 6. peals Talfourd's Act, 2 & 3 Vict. M. & G. 731. See also the case of c. 64. This Act provides that an Westmeath v. Westmeath, Jacob's agreement in a separation deed, Rep. 126, cited by Lord Justice made between a father and mother, Turner, in which Lord Eldon, on whereby the former gives up to the ground of public policy, ordered the latter the custody and control two very young chUdi-en to be de- of his children, shall not be in- livered to their father, notwith- vaUd only in consequence thereof. standing an express agreement But the agreement cannot be en- between him and their mother to forced, unless it wiU certainly be the contrary. " I know," says the for the benefit of the children. Lord Justice, "of no authority, (t) "The law and policy of this and believe there is none, contra- country givea the custody of his vening this doctrine of Lord Eldon children to the father, and invests . . . ." him with the control over them, (v) See Swift v. Swift, 34 Beav. and that not for his own gratifica- 266 ; 34 L. J. Ch. 394. Judgt. of tion, but on account of his duties Turner, L. J. with respect to them, and for the OF WILLS AND CODICILS. 307 children at all events, and for all purposes, but only by nature and nurture. Accordingly, in a case where the Case, children of a widow petitioned the Court of Chancery to appoint their mother their guardian, Knight Bruce, V.-C, said that, " in no rank of life would he appoint a mother to be guardian of her children, without having some infor- mation as to the father's family ; " meaning, it is presumed, information as to their views and wishes on the sub- ject (w). Further, in regard to an infant's religious teaching, the general rule is that he shall be brought up by his testamentary guardian in his father's religion, and that only (x). We stated at page 305, that a father cannot ordinarily V^^'Ha policy. by a deed, to operate inter vivos, agree to give up the custody, control, guardianship, or tuition of his children, because that by so doing, he would act contrary to what public policy directs and requires. If a father possessed the unqualified power in question, it would amount to this, that a mere stranger to the children might, at the father's bidding, or by his permission for, or without, a consideration, assume his delegated authority over them. ^°y p^tlic policy IS This, we have seen, cannot be done ; but yet, strange to apparently say, a very near approach to such a transaction as that ""'? *f^J™^ of a father directly giving up the custody of his children giving up the to a stranger — and which we have before indicated — is g^dren to a permitted by our law to hold good. Thus, if A., who is stranger. in no way related to B., bequeaths to B. a legacy on con- dition that he will give up the guardianship, tuition, &c., of his child to C. a proper person, B. may perfonn this con- dition in order to secure his legacy ; and it has been held that the Court of Chancery could compel a father to give security not to interfere with his child after taking the legacy bequeathed to him as a compensation for giving up his right to superintend his daughter's education {y). This (to) In re Cook, 20 L. J. Ch. 392. (y) Colston v. Morris, 6 Madd. (x) In re Ne/wbery, Infants, L. E. 19. 1 Ch. 263 ; 35 L. J. Ch. 330. X 2 808 WILLS OF PERSONAL. PROPERTY. A mother can- not appoint testamentary guardians ; doctrine, which is founded upon considerations concerning the benefit which may accrue to a child by reason of a departure from the rule in partipular instances, cer- tainly looks very much like a subtle evasion of a plain rule of law (s). For, it may be asked, why is a father able to effectually abdicate his position in order to comply with a man's Will, and yet would have been unable to enter into a valid executory contract to do so in that same person's lifetime? Is there not an infringement of public policy as much in one case as in the other ? In answer to this, it may be said, in the first place, that everything that may tend to the real welfare of an infant is to be regarded as in some measure con- tributing to the advantage of the State, and that Chancery, administering the right of the Sovereign as parens patrice, will therefore, in adjudicating upon cases where infants are concerned, look first of all to, and provide for, their interests, even where doing so may create a struggle between these and the feelings of a parent. Moreover, if a father siiaplj permits a person, for a con- sideration of value to himself, to assume authority over his children with a view also to their immediate or ulti- mate benefit, this is obviously a different thing from entering into a contract with another person with the design merely to shift from his shoulders a burden which the law has imposed upon him ; and accordingly, such a proceeding is not regarded as involving a contravention of the policy of the law (a). A mother — even if a widow — cannot appoint a testa- mentary guardian to her children, but, as before stated, she may be appointed such by her husband; indeed, any woman, whether married or single, may hold the office of guardian, and the subsequent marriage of a (u) That the rule is plain and well founded, see the Judgments delivered by the full Court of Appeal, in VcmsUtwrt v. Vansiitart, 2 De G. & J. 249 ; 27 L. J. Ch. 291. Particularly read the Judgt. of Turner, L. J. (a) Notes to Eyrs v. Lady Shaftes- bury, 2 L. C. Eq. 678, 4th ed. OF WILLS AND CODICILS. 309 feme sole will not necessarily cause her guardian- but she may ship to cease. But for obvious reasons, a married office ■woman may not. be the most suitable person for the as other position of a sole guardian; accordingly, where the duty '"''^^"^'^^ of appointing a guardian devolves upon the High Court womanwiil of Justice, a married woman would not be selected to "o*''^ 1 T f • r 1TT1 appointed sole act, at any rate as sole guardian ot an iniant. Where guardian by a contest arises for the guardianship of an infant, oUuito^""^ and a tribunal of first instance appoints a guardian or guardians, the appellate Court will not, except for very strong reasons, interfere with the discretion exercised by the Court below. The appointment of a married woman has, however, been held a reason for inteifering with such discretion ; and in the same case it was also decided that, where a deceased father has nominated no testamentary guardians to his children, but has expressed wishes on the Wishes of subject, those of the mother should also be respected, and whether liring d fortiori, if her husband's and her own had been similar °^ ^^^ ^H or identical on the point (6). In the case cited below, the bythe High mother, who had died sometime after her husband, had aithra''Vher "^ made a Will, purporting to appoint A. and B. guardians WiJl is inope- of her children, and in one of these persons, it was shown ^ "^P"^ *^- that the father during his lifetime had manifested gi-eat confidence. Accordingly, the Court decided that, although the mother's actual appointment by her Will was inopera- tive, yet her obvious wishes were entitled to respect, and so were carried into effect, the Court appointing the persons named in the paper. A Will appointing testamentary guardians is required Will appointing by the statute 12 Car. 2, c. 24, to be attested by two Steted°by* witnesses, and of course such is the case now, but the *"» witnesses. attesting witnesses, it is apprehended, should not be the nominated guardians themselves, although where the ap- Guardian pointment is made by deed, as it may be under the aeed'may ^ same statute, the fact of one of the attesting witnesses attest the deed (6) See In re Kaye, L. K. 1 Ch. 387. 310 WILLS OF PERSONAL PROPERTY. Will merely appointing guardians, and not disposing of personalty, not entitled to probate. Foundation of the jurisdic- tion of the High Court of Justice as to grant of probate. guardian is a trustee for all purposes. being a gQardian has been held no bar to his acting as such (c). It is not, however, easy to see why a guardian may not also attest the Will appointing him — except on the ground of undue influence being exercisable at a time when it could be but feebly resisted — because it is not only not necessary to prove such an instrument like other Wills, but Sir J. P. Wilde, J. 0., decided that a Will merely appointing guardians, is not entitled to probate (d). " The jurisdiction of this Court " [of Probate], said that learned judge, "to grant probate of a testamentary paper, is founded on the fact that it affects personal property. This Will does not affect personal property, and is therefore not entitled to probate." The Will in this case did not appoint an exe- cutor, and in answer to the application that administra- tion of the effects of the deceased should be granted to the widow, with the Will annexed thereto, Sir J. P. Wilde stated Lady Chester's case (e) to be a conclusive authority against it, and the counsel who moved the Court, himself cited in addition, that of Gilliat v. Gilliat (/), as being also against him ; so .that this point may be looked upon as settled. It would seem also^ to be a deduction from In the goods of Morton {d), that no executor is required for a Will which merely appoints guardians of infants, and does nothing more, because the guardians themselves must necessarily be the executors of such a Will. The office of a testamentary guardian amounts to a trusteeship for all purposes, and where, therefore, his ward has property, he has the legal estate. A testamen- tary guardianship also vests in the survivor or survivors of those holding that position ; whereas if joint guardians be appointed by the High Court of Justice, the death of one of them causes the entire guardianship to end (g). (c) Morgan v. HatcheU, 19 Beav. (e) 1 Vent. 207 ; 3 Keb. 30. 86 ; 24 L. J. Ch. 135. (/) 2 Phillim. 222. (d) In the goods of Morion, 3 (g) Lewin on Trusts, 230, text, Sw. & Tr. 422 ; 33 L. J. P. & M. 87. and n. (e). OF WILLS AND CODICILS. 311 The person appointed guardian of an infant, whether by How all his father or by the High Court of Justice, is also regarded regarded ty as a temporary parent (A), and he "performs the office ^'Ti^d"* both of the tutor and curator of the Roman laws ; the y^^g^ ^nd former of which had the charge of the maintenance and Curator, education of the minor, the latter the care of his fortune ; or, according to the language of the Court of Chancery, the tutor was the committee of the person, the curator of the estate. But this office was frequently united in the Civil Law, as it is always in our law with regard to minors, though as to lunatics and idiots it is commonly kept distinct " (i). The objects for which guardians are appointed to in- Objects with fants are various, the chief being to provide effectually for ^^ns are their maintenance, education, and protection. An infant fFPomted to not being able by himself — except in certain cases, for instance, to present as patron of a benefice (k) — to per- form any legal act so as thereby to bind himself (I) ; he cannot therefore defend an action exc^t through his guardian, and if he has not one, he may apply to the Chancery Division of the High Court of Justice to assign him one (m), and the guardian appointed is called a gna.r- dian ad litem (m). When an infant sues, however, he does Guardian at? so by a person called his next friend (n), and if his guar- ' '"' dian — whether testamentary or otherwise — acts for him, he distinguished, is designated by the former appellation. We need hardly add that an infant is amenable personally to the criminal law — as to all offences after the age of fourteen, and in many cases after seven. As to his testamentary acts, they are valueless, and cannot be" rendered otherwise by his adopting them after attaining full age. (h) 1 Black. Coram. 460. Eead " The Infants' Belief Act, 1874." JEx parte Earl of Ilchester, 7 Yes. (wi) Jud. Act,1875,orderl3,rulel. 380. («) Id. order 16, rule 8. The prac- (i) Ibid. tice of the Equity Division of the (jfc) And see for other cases, 11 High Court of Justice is the same as G. 4 & 1 "W. 4, c. 47 ; 2 & 3 Yict. that of the Court of Chancery hefore c. 60 ; 13 & 14 Vict. c. 60. the Jud. Acts. This will be found (Z) See 37 & 38 Vict. c. 62— in 1 Daniel's Chanc. Prac. 312 WILLS OF. PERSONAL PEOPERTY. The rules of equity prevail in all matters relating to the custody, &c., of infants. Equity Divi- sion of the High Court of Justice to have cogni- zance of all causes where the wardship, &a., of infante concerned. Form of a paper is immaterial in considering whether it is testamentary or not. Intention of maker that it should operate after death is the correct test. What docu- ments not in the form of a Will have been held to be testamentary. By the Judicature Act of 1873, sect. 24, sub-sect. 10, it is enacted that, "In questions relating to the cus- tody and education of infants, the Rules of Equity shall prevail;" and with regard to what Division of the High Court of Justice is to take cognizance of matters relating to infants, the same statute enacts, in sect. 34, that there shall be assigned to the Chancery Division of the said Court, all causes and matters con- cerning the wardship of infants, and the care of infant's estates (o). In conclusion, we have only to state that the word " Will " extends to the dispositions we have already men- tioned, and " to any other testamentary disposition " (p). This simply means that whatever be the form of a paper, or the language therein employed, if intelligible, whether the writer knew he was actually making a testamentary paper or not, it may, if duly signed and attested, operate as a Will, provided that the intention of the person making it clearly was that it should have effect after his death (q). Accordingly, " a deed poll or an indenture, a deed of gift, a bond, a marriage settlement, letters, drafts on bankers, the assignment of a bond by indorsement, receipts for stock, and bills indorsed ' for A. B.,' an in- dorsement on a note, and notes payable by executors to evade the legacy duty, have been held to be testa- mentary " (r). The formalities which are required by law in executing a document so as to render it testamentary and so entitled to probate, must engage our attention in the next chapter. (o) On the subject of guardianship generally, the reader should peruse the notes in Hargrave & Butler's Coke upon Littleton, 88 6 ; 1 Black. Coram. Ch. 17; Story's Eq. Jur. §§ 1333-1361 ; and particularly the case of Syre v. Lady Shaftesbury and the notes thereto, 2 L. C. Eq. 645. (i)) 1 Vict. c. 26, s. 1. {q) This is the true criterion for determining whether a paper is testamentaiy or not. (r) See 1 Wms. Exors. pt. 1, bk. 2, ch. 2, sects. 3, 104, 105, and the notes. Also read the Judgment of Sir J. NichoU in Passmorf v. Pass- more, 1 Phillim. 216 (1811). CHAPTER IV. THE DtTE EXECUTION OF A WILL. We now come to the consideration of the formalities Tie execution prescribed by law for the due Execution, Eevocation, "^ * ^*^- and Revival of Wills. To these we will respectively refer in general terms and then in detail : and first as to the due execution of Wills. The testator having written his Will, or had it written Signature or for him, must sign his name at the end or foot of the ^^^3^^°^ document (a) ; or if he pleases he may make his mark (b), or some other person may sign for him (c), or make £(, mark by his direction, or perhaps even by his gesture in certain cases [d), and in his presence. By the law of Scotland, to which country the Wills Holograph Act, 1838, does not extend, if a Will be holograph, that is, ™\^to%e written by the testator's own hand, no witnesses are attested by necessary to attest and subscribe his signature (e) ; but by ^^. g^ the law of England, two witnesses at least are required to ^y that of do so (e), whether the Will be hologi'aph or otherwise, and whether it be of realty or personalty, or made for any purpose whatever. They are, moreover, required to be present at the same time, so far as regards either seeing (05) 1 Vict. c. 26, s. 9 ; 15 & 16 his signature, is therefore imma- Vict. u. 24 ; see In the goods of teiial, and the same doctrine is Dilkes, L. E. 3 P. & D. 164 ; 43 applicable to the subscription of the L. J. P. & M. 38. witnesses. See In the goods of Amiss, (J) BaJcer v. Dening, 8 A. & E. 2 Eob. Eco. Eep. 116 ; Int 94 ; 7 L. J. Q. B. 137. "If it be of £ny on, 42 L. J. F. &M. 52. once considered, that a mark will (c) 1 Vict. c. 26, s. 9. satisfy the word sign in the statute {d) In the goods of Davies, 2 Eob. (1 Vict. c. 26), it is too much to re- Ecc. Eep. 337. quire it to be investigated whether («) Paterson's Compendium of the party can or cannot write." Eng. and Sc. Law, § 668, n. As Per Patteson, J. "It is sufficient to the meaning of "attest" and if the mark is made and the Will " subscribe, " read Lord Campbell's is attested." Per Lord Denman, Judgment in Eobertsr. Phillips, 4 C. J. A testator's ability to write, E. & B. 450 ; 24 L. J. Q. B. 171. when his mark appears in place of Eeferred to again, post, p. 324. 314 WILLS OF PERSONAL PROPERTY. Publication of Wills abolished. No attestation clause re- quired by the law. Practice of the Court of Probate where no attestation clause. the testator sign his name, or hearing him acknowledge the signature or mark, made by himself or written on his behalf. Further, these attesting witnesses must sign their names or make their marks (/) — which will suffice, even if they can write, provided that what they do is done anvmo testandi (g) — after the testator has done so {h), in his presence ; and they should also sign or mark in the presence of each other, though this has been intimated, and actually held, not to be necessary for compliance with the Wills Act, 1838, sect. 9 (i). No publication of any Will, beyond that involved in its due execution is now necessary {Jc). Publication was the formal declaration which, before the Wills Act, 1838, a testator made at the time of executing a Will — of realty-^ that the document was his last Will and Testament. Nor is any attestation clause of any description what- ever required under the Wills Act, 1838 (Z) ; but notwith- standing that such is the case, testators should take care to insert a proper attestation clause in their Wills, other- wise trouble and confusion may possibly arise, as will now be seen. If there is no attestation clause, or one of an imperfect character, the Registrars of the High Court of Justice (Pro- bate Division), require proof by affidavit from at least one of the attesting witnesses, that the execution of the Will was in accordance with the provisions of the WiUs Act, (/) In the goods of Ashmore, 3 Curt. 766. In this case a testa- trix requested the witnesses to her Will to make their marks, which they did, and then she wrote their names opposite their respective marks. One of the surnames thus written was a wrong one, but the Court granted probate of the Will. See also Mindmarsh v. Charlton, 8 H. L. 160. (g) In the goods of Enyon, 42 L. J. P. & M. 52. (A) Coopers. Bockett, 3 Curt. 648, 659 ; 4 Moo. P. C. C. 419 ; Hind- Tnarsh y. Charlton, supra. (i) Cocker v. Bockett, judgment ; In the goods of Well, Dea. & Sw, 1. The ordinary attestation clause of a Will, however, is so worded as appa- rently to assume that this view is not a sound one. Read Casement y. Fulton, 5 Moo. P. C. 130. (Tc) 1 Tict. u. 26, s. 13. See also 1 Wms. Exors. pt. 1, bk. 2, ». 2, § 2, 89, n. (2). (I) Sect. 9. Bryan v. White, 2 Rob. Ecc. Rep. 315 ; Soierts v. FMllips, ante, n. (e). THE DUE EXECUTION OP A WILL. 315 1838, and its Amendment Act, 1852 (m), and the affidavit must be engrossed and form part of the probate (n). " If the attestation clause of a Will be imperfect, but a Imperfect codicil thereto has been subsequently executed, containing °*"^^- a perfect attestation clause, no affidavit is required as to the due execution of the Will " (o). Should the validity of a Will be disputed on the ground Where wit- of irregular attestation and subsci-iption, and one or both deaT^&o? witnesses are dead, or have left the country, or have ab- sconded, or have been applied to, and refused to make the required affidavit, or are lunatic or imbecile, or are unable to remember attesting the testator's signature to his Will, the Court, on evidence of the fact, will dispense with proof of due execution and presume it {p). This is where the Will contains a proper attestation clause, but even in such case the presumption of due execution is rebuttable {q). Although it is true that an attestation clause is not 'Wty an attea- absolutely necessary to the validity of a Will, yet the im- should be iu- portance of a Will containing one may be seen from the ^-^^ ™ ^ following remarks on this subject of an eminent Judge of the former Court of Probate. He says : — " I agree . . . that the presumption omnia ritl esse acta applies with more or less force according to the cir- cumstances of each case. Where there is a regular attestation clause with the names of two persons appended thereto, leading to the conclusion that the Will was executed by a person who knew the requirements of the Wills Act, 1838, the principle applies directly, and it may be presumed that the Will was duly executed, and the mere failure of memory of the witnesses will go for nothing. But where there is an informal attestation Informal attes- tation clause. (wi) 15 & 16 Vict. c. 24. 10 ; 34 L. J. P. & M. 44. As to (n) No. 4 of the Non-Contentious witnesses not recollecting the cir- Rules of the Court of Probate. cumstances where the attestation (o) Coote (by Tristram), 56. clause is informal, see In the goods ( p) Id. et seq. Read also Dr. of Bees, 34 L. J. P. & M. 66 ; where Lushington's Judgt. in Burgoyne v. no clause at all. In the goods of Showier, 1 Eob. Ecc. Rep. 5. Thomas, 1 Sw. & Tr. 255 ; 28 L. J. (g) Croft V. Croft, 4 Sw. & Tr. P. & M. 33. 316 WILLS OF PERSONAL PROPERTY. Where name of testator in attestation clause is a signature of Will. Form of clause. Meaning of ■word "attest." "Subscribe." clause, such as that in the present case, which does not lead to the conclusion that the testatrix knew the require- ments of the Wills Act, the presumption will not apply with the same force." {Per Sir J. P. Wilde, J. 0.) The same learned Judge also stated in the same judg- ment that the Court " should be very cautious indeed in pronouncing against a Will when the signature of the testator is amply proved, and it is also proved- that the persons who put their names as witnesses were sum- moned for the purpose of witnessing a Will" (r). Again, where a proper attestation clause is written by the testator himself, read over by him to the witnesses before they subscribe their names, his name so written has been held a sufficient signature of the Will (s). The following is a form of attestation clause : — " Signed by the testator as his last Will Ipr signed by A. B. in the presence and by direction of the testator, or signed by the testator, who acknowledged his signature], in the presence of us present at the same time, who, in his sight and presence, and in the presence of each other, have at his request attested and subscribed the same." "Attest means that persons shall be present and see what passes, and shall, when required, bear witness to the facts" (t). (Per Dr. Lushington.) As to the meaning of the words attest and subscribe, when used with reference to the act of a witness to a Will, we again direct the reader's attention to the judgment of Lord Campbell, C. J., in Roberts v. Phillips (^^), where it was held that subscription, according to the meaning of the Legislature, would be effected if the witnesses who saw the Will executed by the testator, were to immediately {r) Vinnicombe v. Butler, 3 Sw. & Tr. 580 ; 34 L. J. P. & M. 18. (s) In the goods of Walker, 2 Sw. & Tr. 354; 31 L. J. P. & M. 62. But see In the goods of Mann, 28 L. J. P. & M. 19; also In the goods efCasmore, L. E. 1 P. & B. 653 ; 38 L. J. P. &M. 54 ; In the goods of Fearn, 45 L. J. P. D. & A. 31 ; and 15 & 16 Vict. c. 24, s. 1. (t) In Bryan v. White, ante, p. 314, n. (1), and see Griffiths v. Griffiths, L. R. 2 P. & D. 300 ; 41 L. J. P. & M. 14. (u) Ante, p. 313, n. (e). THE DUE EXECUTION OP A WILL. 317 sigu their names on any part of it at his request with the intention of subscribing it. In the execution of Wills as well as of deeds, the maxim Maxim. non quod dictum, sed quod factum est, ivispicitur, wUl hold good. A testator must make or acknowledge his signature, Explanations mark, or stamp, in the presence of the witnesses, and ' ialthough publication is abolished (v), he should — not as a matter of absolute legal necessity, hnt as a proper precaution — also explain to them the nature of the instrument they are required to sign, and the object with which their names are to be written. (See post, p. 820.) The following is a leading case on the subject (w) : — Leading case A deceased testator requested two persons, present at °J ■^'"^ ^• the same time, " to sign a paper for him," which they did in his presence : the paper was so folded that the witnesses did not see any writing whatever on it. The testator did not state what was the nature of the paper in question. On his death it was found to be his intended Will. Sir H. J. Fust, the Judge of the Prerogative Court of Canter- bury, decided that the document was not a Will, and, therefore, not entitled to probate. The provisions of the Wills Act, 1838 (x), he held, had not been complied with, and the learned judge decreed administration. This de- cision was unanimously upheld on the 21st February, 1844, by the Judicial Committee of the Privy Council (y), the members present being all judges of the very highest eminence. As the Court did little more than confirm the sentence of the Court below, the grounds upon which they did so must be looked for ia the judgment of Sir H. J. Fust (z), from which we are able to glean the following important points.: — 1. That a testator must acknowledge his signature, mark, or impression by stamp, to the persons whom he asks to be the witnesses of his signature. {v) Ante, p. 314, n. (Jc). See (x) Sect. 9. Kdgwin v. Keigwim, 3 Curt. 607. {y) i Moo. P. C. 265. (w) IloU V. Oenge, 3 Curt. 160. (z) Ante, n. (w). 318 WILLS OF PERSONAL PKOPERTY, Testator must know and approve the contents of hisWiU. OwiUim V. GwiUim. Leaning of tlie Court is in favour of wm. 2. The ■witnesses must either see the testator sign, or see the signature which he has written. 3. The Statute of 1838 requires a testator's signature, Twt his Will, to be attested (a). 4. That if a testator produce a Will having his signa- ture attached thereto, if he acknowledge it and request the witnesses to attest it, that would he a suflScient exe- cution within the Act. 5. That the best course for a testator to adopt is to acknowledge both the Will and the signature, if previously affixed, explaining that the document is his Will (6). It is essential to the validity of a Will that a testator, at the time of its execution, should know and approve its contents (c) ; but this will be assumed where it can be shown that the testator was of sound mind, and had read, or heard the Will read over before signing it. (See Atter V. Aiki/nson (c).) A later case than Ilott v. Genge is that of Owillvni v. Gwillim {d), a great authority in questions concerning a testator's signature and the acknowledgment thereof (e). " The doctrine in GwilUm v. Gwillim is this — ^that if the testator produces a paper, and gives the witnesses to under- stand it is his WUl, and gets them to sign their names, that amounts to an acknowledgment of his signature, if the Court is satisfied that the signature of the testator was on the Will at the ti/me " (/). The Court in deciding cases of this character will look at all their circumstances and' the evidence offered, and as (a) Jarman on Wills, quoted by Sir H. J. Fust. (b) 1 Vict. c. 26, s. 9 ; see also In the goods of Harrison, 2 Curt. 863, and Faulds v. Jackson, 6 N. C. Suppl. 1. (c) Hastilow V. Siobie, L. R. 1 P. & D. 64 ; 35 L. J. P. & M. 18 ; Cleare v. Cleare, L. R. 1 P. & D. 655 ; 38 L. J. P. & M. 81 ; AUer v. Atkinson, L. R. 1 P. & D. 665 ; Morritt v. Douglas, L. R. 3 P. & D. 1 ; 42 L. J. P & M. 10. {d} 3 Sw. & Tr. 200 ; 29 L. J. P. M. & A. 31. , (e) Pearson r. Pearson, L. R. 2 P. & D. 451 ; 40 L. J. P. & M. 63 (Judgt. of Lord Penzance). ( /) See Beclcett v. Bovx, 39 L, J. P. & M. 1 ; 2 L. R. P. & D. 1. Judgt. But read Pearson v. Pear- son, supra. THE DUE EXECUTION OE A WILL. 319 its leaning is always in support of a Will, it lays hold of any fact from which an inference maybe fairly drawn that thetes- tator's signature was on the paper tendered to the witnesses as his Will, or was acknowledged by them ; and it has been held that an express acknowledgment is not necessary (g). In a still more recent case (h), Beckett v. Howe was fol- Goods of lowed by the learned judge who is now President of the "'"*"'"^" Probate, Divorce, and Admiralty Division of the High Court of Justice. In the course of his judgment, his lordship said that — '' If a paper be produced, and nothing be said about it, and the witnesses do not see the signature of the tes- tator, that would not, in my opinion, be a sufficient ac- knowledgment ; but if it be proved, as it is proved in this case to my satisfaction, that the signature was in fact there, and if the witnesses are informed that it is the Will of the testator that they are requested to witness, I think that that is a sufficient acknowledgment of the signature." In the case in question, the witnesses deposed that the Pacts on testatrix had produced the paper, saying to them, " This q^^ foimded is my Will, and I wish you to be witnesses," but they had its decision, not seen her name thereon at the time. Sir J. Hannen, however, weighing the probabilities of the case, and look- ing at the Will itself, which appeared to have been all written at one time, considered the paper to have been duly executed. The Will here was a holograph document ; had it not been so, the decision of the learned judge might not have been so easily arrived at, since the main fact upon which his lordship relied, was the similarity of the writing throughout the paper. Accordingly, it should Advice to be borne in mind, notwithstanding this and other decisions ^^ * "^^^ apparently favourable to careless and ignorant testators, that the proper course is either to sign tlie WiU in the presence of the witnesses, fii'st stating that the paper is a Will, or else, if the signature has been previously affixed, to show it to the witnesses, acknowledge that it is his signature, and that the paper is a Will. (g) Ante, p. 318, n. (e) ; and read {h) In the goods of Janaway, 44 L. Ll(y^A V. UoberU, 12 Moo. P.O. 158. J. P. & M. 6. 320 WILLS OF PERSONAL PEOPERTY. Positive evi- dence not essential. Practice where witnesses not confirmed by res gestae. Express ac- knowledgment by testator not required ; but merelyask- ing witnesses to see testator sign a paper, without stating its nature. Testator's name in attestation clause. The case of BecJcett v. Howe also maintains the principle followed by Sir J. Hannen in The goods of Janaway, that the Court may, independently of positive evidevAie, investigate the circumstances of a case, and form its own opinion as to whether the testator's signature was on the Will at the time of execution, and if satisfied that it was, consider execution in such case good. The evidence required for this purpose, we may observe, need not neces- sarily be direct, for " where the res gestae do not confirm the witnesses, the Court must look at the circumstances of the case, as it is always at liberty to do " Qi). From what has been said, it will be perceived that an express acknowledgment of his signature by a testator is not necessary; and this has been so held (i). The rule now is that, if his signature or mark actually be on the document which he calls his WiU when he asks the witnesses to sign, such fact shall amount to a virtual acknowledgment of such signature or mark; but "the mere circumstance of calling in witnesses to sign, without giving them any explanation of the instrument they are signing, does not amount to an acknowledgment of the signature of a tes- tator "(i). {Pev Lord Penzance.) When a testator's name, written by himself, appears in the attestation clause of the Will, and is the only signature thereto, this has been held sufficient to satisfy the rule declared in Qwillvm v. Gwillim, viz., that where a Will appears on the face of it to have been duly executed, and the atte.sting witnesses are unable to say whether or not the testator had signed it when they subscribed their names, the Court is at liberty to infer from the circum- stances of the case whether or not the testator had pre- viously signed (k). iji) Per Sir H. J. Fust in Oopper v. Bockett, 3 Curt. 663; affirmed 4 Moo. P. C. C. 419 ; Gvnllim v. Gwillim, 3 Sw. k Tr. 200 ; 29 L. J. P. & M. 31. (i) Pearson v. Pewrson, ante, p. 318, note (e). (j) See also Ilott v. Ge-nge, 4 Moo. P. C. 265. Qc) In the goous of Walker, 2 Sw. & Tr. 354 ; 31 L. J. P. & M. 62. THE DUE EXECUTION OF A WILL. 331 We therefore repeat, even though the observation Summary, may appear redundant, that in all cases it is absolutely- necessary that the testator should sign his name or make his mark (I) before the witnesses subscribe their attesta- tion (tti), and the Court has no power to deviate from this rule under any circumstances, to give effect to a Will not so executed. In a case where the witnesses merely held the top of the Witnesses may pen, while another person wrote their names, the Court te'stato'rVpen. decided that the Will was thus duly attested (n). An attesting witness must himself subscribe the Will in Name of some way or other, his own Tiame not being essential, as ™*°«^ "o* the intention to attest the testator's signature is what the Court will look at ; and any mark intended by a witness to indicate attestation will be sufficient (o). A testator may sign by making a mark, or by a stamp Testator may engraved with his signature, and this may be used for the ^^^J^^^^' purpose by another person, if done in the testator's pre- _orby sense, and by his direction (p). another pereon. It is a rule of the Probate Division of the H. C. J. Presumption that in matters relating to the execution of Wills, the 'Z!'^,'?^ presumption omnia rite esse acta applies with more or less force to each case according to its circumstances (5). Notwithstanding such or any other presumption, how- ever, the precise and simple requirements of the Wills Act (r), and its Amendment Act (r), should, as read by the light of the cases, be complied with. The Wills Act, 1838, declared that the signature of the Place of tes- testator must be at the foot or end of the Will ; but, as ^■J'l ^ ^'^^ (l) In the goods of Dome, 2 Sw. L. J. P. & M. 24 ; Charltojiv. Bind- & Tr. 593 ; 31 L. J. P. & M. 172. * marsh, 8 H. L. Gas. 160 ; In ike (m) 1 Vict. c. 26, s. 9 ; Oharlton goods of Enyon, L.R. P. & D. ; 4L. V. HindmarsJi, 8 H. L. 160 ; In the J. P. & M. 52. goods of Buchxiale, 36 L. J. P. & (p) Jenkins ox Jenhyns'v.Gaisford, M. 84. See &iso Piseher -v. Pophom, 2 Sw. & Tr. 93. 44 L. J., P. & M. ■ ' (q) Vinnicombe v. Butler, 3 Sw. (n) In the goods of Levns, 2 Sw. & Tr. 580 ; 34 L. J. P. & M. 18. & Tr. 153 ; 31 L. J. P. & M. 153. {r) 15 & 16 Vict. c. 24. (0) In the goods of Duggins, 38 323 WILLS OF PERSONAL PROPERTY. WiU. Blank spaces in Wais. Writing after signature and attestation. remarked by Mr. Joshua Williams (s), " some very careless testators, and very clever judges soon contrived to throw upon this clause of the Act a discredit which it does not deserve." Accordingly, an amending sta/'.ute just referred to (t), was called into existence — a singular legislative lucubration, enumerating with laborious precision all the points of a document which may be respectively considered its foot or end. But, notwithstanding this elaborate guide for the testator, he will do well to take the course which common sense points out as the obviously correct one, namely, to place his signature as near as possible to the conclusion of the Will ; to write nothing after his sig- nature, for the Court cannot give effect to any unattested writing below or after the testator's signature, which forms no part of the WiU (u). He should be particularly careful to leave no wide blank before his name, since " the fraud to which the* Will lays itself open might be a reason for holding it void (v)," as the object of the space would probably be to enable the testatbr to add words to his Will after its execution. The Wills Act Amendment Act, 1852, sect. 1, states, however, that no Will, otherwise duly executed shall be affected by the circumstance that the signature does not appear immediately after the foot or end of the Will, or that a blank space shall intervene between the concluding word of the Will and the signature ; and it has been held that blank spaces occurring in a Will do not necessarily invalidate the document ; but the protection which the Act purports to afford in the matters with which it deals is apparently of a somewhat uncertain character, and will depend on the circuriistances of each case. •If, then, a testator wishes to add anything to his Will (s) Wms. R. P. 187. It is right to add that by the terms of the statute the enumeration of the cij- eumstances therein mentioned is not to "restrict the generality of the enactment." (t) 15 & 16 Vict. c. 24. An im- _ portant case illustrating this Act is In the goods of Sorsford, L. E. 3 P. & D. 211 ; 44 L. J. P. & M. 9. (m) In the goods of Woods, L. 11. 1 P. &D, 556; 37 L. J. P. &M. 23. (v) Wms. E. P. 189. But see Sunt V. Hwnt, L. E. 1 P. & M. 209 ; 35 L. J. P. & M. 135. THE DUE EXECUTION OP A WILL. 323 after his signature and the subscription of the witnesses, what he appends will be of no avail, unless the writing be signed and attested precisely as the Will itself was, ex- cepting that, of course, he is not bound to have the same attesting witnesses to the new matter (w). Any person may be a witness to the 'execution of a ^° ™*y ^^ WltllGSSCS to Will, even a felon or lunatic ; but it is obviously absurd to a WilL suppose that lunatics, imbeciles, children, or habitual drunkards can really be regarded as capable witnesses in the ordinary sense of the word, and to do so " would be a mere mockery." But by the Wills Act, 1838, sect. 14, it is enacted, that " if any person who shall attest the execution of a Will, shall, at the time of the execution thereof, or at any time afterwards, be incompetent to be admitted a witness to prove the execution thereof, such Will shall not on that account be invalid (a;)." Now, since the passing of ^''^^".''y °} ^ ' ' r o the legislature the Wills Act, 1838, the legislature has made great alter- to admit wit- ations in that portion of the law of evidence which deals ^^^^ " *°^ with the competency of witnesses. For instance, the Act 6 & 7 Vict. c. 85, abolished the previously existing inca- pacity arising by crime or interest ; and then came an- other statute, the 14 & 15 Vict. c. 99, sect. 8, making all the parties^except the husband or wife of any parties — in any civil suit capable of giving evidence, unless in cases of adultery and actions for breach of promise of marriage. The next Act, 16 & 17 Vict. c. 83, made a wife generally competent to give evidence against her husband except in cases of adultery, and now, under 32 & 33 Vict, c. 68, parties to actions for breach of promise of marriage, to proceedings in the Divorce Court, and the husbands and wives of such parties are competent to give evidence in such proceedings. The same statute, which is known as " The Evidence Deohraticn in placs 01 oatu. Further Amendment Act, 1869," makes it allowable for any person in any court, and in all cases, whether civil or (w) 15 & 16 Viot. 0. 24, s. 1 ; and. of Arthur, L. E. 2 P. & D. 273. see e.g.. In the goods of Ainsworth, (x) Corneiy v. Gibbons, 1 Kob. L. K. 2 P. & D. 151 ; In tU goods Ecc. Eep. 705 ; 6 K C. 679. T 2 824 WILLS OF PERSONAL PEOPBETY. Infamy, in- terest, and irreligion, do not incapaci- tate a witness. Caution to testators as to their wit- most both attest and subscribe. Witnesses should see testator sign, and he them. criminal, to make a declaration, instead of taking an oath, when it is thought by the judge that the latter would have no binding effect on the conscience of the witness. - Thus it is seen that infamy, interest, and non-profession of religion are no longer drawbacks to the admissibility of testimony offered by a witness ; the value of such testimony is, of course, another matter, with which we have here nothing to do ; but there can be little doubt, that the discovery of truth in Courts of Justice has been signally promoted by the removal of restrictions on the admissibility of witnesses, and so allowing the greatest possible amount of light to be thrown upon cases requiring investigation. Notwithstanding, however, the latitude allowed to tes- tators by the law, with regard to the quality of their tes- tamentary witnesses, it need hardly be stated that they should choose these persons with due caution, taking care to secure, if possible, men of middle life, of good mental and bodily health, respectability, and education {y). Both attestation and subscription by the witnesses are necessary {£), and both of these formalties should be per- formed by them in the presence of each other, in that of the testator, and with his knowledge (a) ; and their attes- tation and subscription must be for the purpose, and with the intention of witnessing the testator's signature (&). The requisition of the Wills' Act, 1838, that a Will shall be subscribed by the witnesses, is complied with, by those who saw it executed by the testator immediately signing their names on any part of the Will, at his request, with the intention of attesting it (c). The witnesses should, if possible — though, as we have (i/) In the goods of Lee, 4 Jur. (N. S.)790. (z) Hudson v. ParJcer, 1 Eob. li ; In the goods of Duggins, 39 L. J. P. & M. 24. (a) Hindmarsh v. Charlton, 8 H. L. 160 ; Croft v. Croft, i Sw. & Tr. ,10 ; 34 L. J. P. & M. 44. [l) In the goods of Wilsm, 36 L. J. P. & M. 1. (c) Roberts v. Phillips, 4 E. & B. 450 ; 24 L. J. Q. B. 171. W.B. One ■witness cannot subscribe for the other. See In the goods of Middletan, 3 Sw. & Tr. 583 ; 33 L. J., P. & M. 16. THE DUE EXECUTION OF A WILL. ^25 stated, this is not absolutely necessary — actually see the testator sign his Will, knowing that it is his Will, and he should see them subscribe their signature as witnesses (d), although it has been held that the possibility of a testator having seen a witness sign is sufficient (e). " It has been held in several cases in the Ecclesiastical Witnesses may Court that it matters not,> under 1 Vict. c. 26, in what part part ofwm. of the Will the attesting witnesses sign, provided it appears that their signatures were meant to attest the requisite signature of the testator (/)." The witnesses must not sign their names before the tes- O'^der of tator has signed his ; but the actual order in which the ^'^^ "^^" names appear on the Will is immaterial (gr) ; the regular course, however, is for the testator's signature to appear, and to be written first, and then those of the witnesses. If the signature of the testator and the attesting wit- Separate . . „ , papers, nesses are written on separate pieces of papei', and fastened together, or to the foot of the Will, when he acknowledges his signature, it is sufficient Qi). Witnesses, when there is an attestation clause, should Witnesses subscribe their names or make their mark simply as such, fions'to their and need not put any additions thereto to indicate in what names. • capacity they sign ; but, in a case where a witness wrote " servant to Mr. S.," instead of writing his name, this was held to be a sufficient subscription, on the ground that the person in question had imtended to witness the testator's signature {%). The doctrine of the Court of Probate on this point may Doctrine of the Court on the (d) Tribe v. Tribe, 1 Rob. 775 ; whether a witness has attested a P"™*- In the goods o/KUlick, 3 Sw. & T# Will, the position of the signature is 578 ; 34 L. J. P. & M. 2 ; In the most material." This particular goods of Huchvale, L. R. 1 P. & D. case, however, was one of an ex- 375 ; 36 L. J. P. & M. 84. tremely peculiar character. (c) In the goods of Trinmell, 11 (g) In the goods of Soskins, 32 Jur. (N. S.) 248. Judgt. of Sir J. L. J. P. & M. 168 ; In the goods of P. Wilde. Piiddephatt, L. R. 2 P. & D. 97. (/) 1 Wms. Exors. pt. 1, bk. 2, (A) Cook v. Lambert, 3 Sw. & Tr. ch. 2, sect. 2, 96. But read In the 46 ; 32 L. J. P. & M. 93 ; ante, p. goods of Wilson, L. R. 1 P & D. 822 n. (<), In the goods of fforsford. 269; 36 L. J., P. & M. 1, where Sir (i) In the goods of Sperling, 3 J. P. Wilde says:— "In considering Sw. & Tr. 272; 33 L. J. P. &M. 25. 326 WILLS OP PERSONAL PEOPEETY. No formal attestatiou "Attest" and "subscribe." be gathered from a perusal of the case cited below (/c), ia which the following Will was propounded : — " This is to certify that I, A. B., of C, do leave all my properties and moneys belonging to me, A. B., to my be- loved wife, E. F., and, at her death, to my daughter, G. F. "Signed, X. (Testator's mark).; "Executors, F.H. K. L. « Witness, M. N." The first question here was whether the Will was duly executed, and thereon Lord Penzance said : — " There was no formal attestation clause. On the one side it was contended that the Will was duly executed, because it was signed by the deceased, in the presence of two per- sons, who afterwards signed it in his presence. On the other side, it was contended that one of those persons signed only as an executor, and not as a witness, and, therefore, that the Will was not duly executed. I think that the matter resolves itself into a question of fact. I took time to see if I could find any case bearing on the question whether it is necessary that a person should sign as a witness. I think the meaning of the provision in the Wills' Act, that a person ' shall attest and subscribe the Will' is, that he should sign the Will by way of attesting the fact that he has seen the testator sign it. I do not find any case bearing directly on the point." The next question was, did F. H. sign as a witness ? The following were the points elicited in cross-examina- tion, and on which the Court relied, to come to the con- clusion that he did so sign : — M, N. {cross-examined). After the testator signed he gave the Will to F. H., and told him to sign, which he did. The Court. That would be frvmd facie evidence that F. H. signed as a witness. (i) Griffiths V. Griffiths, L E. 2 P. & D, 300 ; 41 L, J. P, & M. 14, THE DUE EXECUTION OF A WILL. 327 M. N. Testator told F. H. he wished him to act as executor. The Coukt. It may be that F. H. signed to show his consent to be executor, and also as a witness. F. H. (cross-examined). I did not write the word "executors" until after the testator had put his mark. He told me to sign as executor. I did sign, so did M. N. I understood that I was appointed an executoi-. He asked me to sign. I did so, as executor. Re-examimed. The testator did not say " sign as exe- cutor." I do not recollect that he used the word "executor" before I signed. On this evidence the Court concluded " that F. H. did Intention of not sign exclusively as an executor, but, by his signature J^^ed.'^'"^' meant to certify that he had seen the testator sign his name," and, accordingly, the Court granted probate of the Will. In the perusal of this case, besides the point deter- TheProtate mined, we are able to perceive the leaning of the Court ports a Will towards a liberal construction of its own rule, as to the '^J>ere pos- sible. presumption being against an imperfect paper (I) ; also that the Court will, when at all possible, give effect to the in- tention of a testator, by supporting his Will, and carry out, where it can do so, the dispositions of all persons, whether illiterate, unskilled, or otherwise. This brings us to consider whether an executor may be Executor may a good witness to prove the execution of a Will. The prove execu- Wills Act, 1838, declares that he may be a witness to *'°?' ,f<=-' °^ . prove the execution of a Will, and also to prove its validity or invalidity (m). If a Will be duly attested by Supernumerary two witnesses, and then one or bpth of the executors sign ^g^uaMed." also, such a proceeding would, it is presumed, not render invalid any disposition in the Will, as the signature would be simply an unnecessary addition. In the case of a (I) Forbes v. Oordon, 3 PMll. (m) 1 Vict. c. 26, s. 17. And see 28 ; Judgt. of Sir J. Niolioll, PUppsY.Pitc.Ur,l'il[.aA.ii.lii (1815). 328 WILLS OF PERSONAL PKOPERTY. Witness of a WiU can take nothing by it. Effect of legatee signing as a witness. legatee who had signed her name after the attesting wit- nesses, the Court held that, as the execution of the Will was complete before she signed, she had not forfeited her legacy (n), as she would have done had she been both a witness and a nominated legatee (o). It is to be carefully remembered, as we have seen, that no person who attests the execution of a Will or codicil can take any legacy, gift, or individ/iially beneficial in- terest whatever under it, nor can the husband or wife of a witness. For the legacy to a witness is utterly null and void, both as regards such person attesting the execution of the Will, or the witness's, wife, or husband, or any per- son claiming under them ; but such person will, never- theless, stand good as a witness to prove the execution or validity of the Will, although the legacy, &c., is void (p). We see from this that if a nominated legatee sign as a witness, the effect produced is the loss of his legacy. Formerly, the whole Will, if of realty, Would have been invalidated by such an irregularity ; but the legislature, to remedy so palpable a blot in the law, passed an Act by which it was provided that, in these cases, the gifts merely should be void, and leaving the witnesses competent {q) Sir John NichoU decided that the Act in question, in point of true construction, was limited to Wills and codicils of real estate ; accordingly, he held that a legacy, &c., to a subscribing witness to a Will or codicil of personalty was good, and recoverable at law (r), and the decision was iipheld by the High Court of Delegates. But now, we repeat, devises and legacies to attesting witnesses are (m.) Inthe goods of Sharman,'L.'R. 1 P. &. D. 661 ; 38 L. J. P. & M. 47. (o) It would appear, however, that if the Court were asked to strike out the name of a supernu- merary witness, a legatee, who had signed alone, and before the other two, the Court would not accede to the request, but leave the legatee to bring a suit for the legacy. In the goods of Mitchell, 2 Curt. 916. (p) 1 Vict. c. 26, s. 15. T. Rowland, 23 L. J. Ch. 69. Ex- ceptional cases are Cresswelly. Cress- well, L. E. 6 Eg. 69 ; 37 L. J. Ch. 521 ; Bunny. Dunn, L. E. 1 P. & D. 277. (?) 25 G. 2, c. 6. (r) Brett v. Brett, 3 Ad. Eco. Eep. 210. (1826.) THE DUE EXECUTION OF A. WILL. 329 " utterly null and void," although the witnesses themselves are competent to prove the execution, &c., of the Will (s). A legatee under a Will may, however, with safety attest A legatee the execution of a codicil which either gives him nothing, may attest its or a legacy or an annuity (t) ; and a legatee under a codicil o°'l"='l> ^ '^ 3, feme covert mentary appointment. No greater testamentary power and its opera is to be obtained from the Wills Act 1838, than would otherwise have existed. But an effect and operation may be given under the statute to a testamentary instrument executed by a married woman which may make that in- strument a valid exercise of an. existing testamentary Power, which before the statute it would not have been held to be " (e). (Per Lord Westbury.) It is not within the scope of the authority of the Function of Probate Division of the High Court of Justice to deny I'l®.^.™^*** , -_-.„ „ . , Division of the probate to the Will of a married woman merely because, Higli^ Court of upon the face of it, it is not executed according to the ^^ng°of*^ar- requisites of a Power ; nor can that Court inquire as to ried women the due execution of a Power, that being only within ^^^ ^f powers', the jurisdiction of the Chancery Division of the High Court of Justice (/). Again, a married woman may make a Will of personal Marriage estate by virtue of the terms of her marriage settlement, ^^** ^™^'' ' a proposition which, for the purposes of this work, will be sufficiently illustrated by referring the reader to the cases . mentioned below (g), the two last being also cited as also useful on questions concerning revocation aad republica- tion of Wills of married women who survive their husbands. With regard to the provisions of the " Married Women's « Married Property Act, 1870," it is enacted in the 1st section that ^^^ Act^"' the earnings of married women from any employment, 1870." (e) ThonuM v. Jones, supra, n. (c). (g) Peacock y. Monk, p. 370, (/) Barnes v. Vincent, 5 Moo. n. (m); HawkesUyy. Barrow, L. R. P. C. C. 201 (1846) ; TolUt v. 1 P. & D. 147 ; 35 L. J. P. & M. Toilet, 1 L. C. Eq. 227 ; Harding v. 67 ; In the goods of Thorild, 36 L. Olyn, 2 L. C. Eq. 946 ; Paglar v. J. P. & M. 119. Tongue, L. R. 1 P. & D. 168. 38 i WILLS OF PERSONAL PROPEKTY. occupation, or trade, shall be deemed property settled to their separate use, and in the 2nd sect, that such money deposited by them in a savings bank shall be regarded in the same way. By section 3, a married woman may re- quire the Governors and Company of the Bank of England and Ireland, so to transfer any sum in the funds to which she may be entitled, that it may henceforth stand in her name, and be converted into her separate estate, in which light the law will view it. Sections 4 and 5 contain similar enactments with regard to a married woman's property in Joint Stock Companies and Friendly and other societies, while by section 11 a married woman may maintain an action in her own name for the recovery of monies declared by the Act to be her separate property. The nature of this statute is thus summarised by a learned writer akeady referred to : — Effect of the "The effect of the Act is to place women, whether Act • . married before or after the passing of the Act (August, 1870) in the position of /emes sole, in respect of the bene- ficial enjoyment of property acquired by them after the Earnings of Act hy their industry and skill. As regards this class married women ,. j. xi i i i i j. j. -tx. by industry °i property, they have now a personal legal status, with and skill may power to enter into contracts, give receipts, and pursue by deed or their remedies, civil and criminal, in relation to such ^^' separate property in their own name, free from the disa- bilities hitherto consequent upon coverture. They may deal with such separate property during their lifetime, and dispose of it by WUl, free from the control of their husbands " Qi). Lastly, under the statute 20 & 21 Vict. c. 85, ss. 21 & 25, a married woman who has obtained " an order protecting her earnings and property " by virtue of this Act, may, during the continuance of the order and her husband's desertion, enter into any contracts or make a Will just as if she were single. The same rule applies also to women judicially separated from their husbands. (h) GrifiBths on the "Married 10. But see the Amendment Act, Women's Property Act, 1870," p. 37 & 38 Vict, c. SO. CONCERNING THE TESTAMENTARY POWER. 385 Lunatics and non-compotes cannot make a valid Will Lunatics and "during the time of their furor or insanity of mind °<«'-'=o«'P''*es. • . . . for in making of testaments the integiity or perfectness of mind, and not health of the body, is requi- site ; and thereupon arose that common clause used [formerly] in almost every testament, sick vn body, hut of perfect mind and memory. And so strong is this impe- diment of insanity of mind, that if the testator make his testament after this furor have overtaken him, and while as yet it doth possess his mind, albeit the furor after- wards departing or ceasing, the testator recover his former understanding, yet doth not the testament, made during his former fit recover any force or strength thereby. Howbeit, Lucid inter- if these mad or lunatic persons have clear or calm inter- ^^ " missions, then during the time of such their quietness and freedom of mind, they may make their testament, ap- pointing executors, and disposing of their goods [and lands] at their pleasures. So that neither the furor going before, nor following the making of the testament, doth hinder the same testament begun and finished in the meantime " (i). " And it is sufficient for the party which pleadeth the once mad insanity of the testator's mind, to prove that the testator ^^•^i^™^'^' was beside himself before the making of the testament, contrary be although he do not prove the testator's madness at the ^^"""^ ' very time of making the testament ; the reason is, it being proved that the testator was once mad, the law presumeth him to continue still in that case, unless the contrary be proved " (k). The law presumes a man to be sane until he is proved Presumption of to be — or, according to Swinburne, to have been — : g^ni^*" otherwise ; but when once he is proved insane, he is pre- sumed by the law to continue stiU void of the use of reason and understanding (I) ; " indeed, if lunacy be once established, it is a matter of nice investigation to say, (i) Swiab. pt. 2, sect. 3. (I) Ibid, (i) Ibid. 386 WILLS OP PERSONAL PROPERTY. Cases must be detenmiied by their own cir- cumstances. Effect of proving a diseased mind to have existed. Nature of the question of insanity. Office of the Probate Di-risiou of the High Court of Justice in cases of insanity. Where the sanity of a what shall be evidence of such a remission or intermission of his disorder, as shall allow the lunatic to dispose of his property by Will " (m). Of course, every case of this kind must be determined according to the circumstances which constitute it ; but the above extracts contain the general principles of the law on the subject, and which were recognised and applied in a case of great importance in the Court of Probate by Sir J. P. WUde (Lord Penzance) (n). It was there held that, if disease be once shown to exist in the mind of a testator, it matters not that it is discoverable only when the mind is addressed to a certain subject to the exclusion of all others, or that the subject on which it is manifested has no communication whatever with the testamentary dis- position before the Court : the testator must be pronounced incapable. A diseased state of mind once proved to have established itself will be presumed to continue, and the burden of showing that health has been restored falls upon those who assert it (o). The question of insanity, said Sir J. P. Wilde, is a mixed one, partly within the range of common observation, and partly within the range of special medical experience, and it is the office of the Court of Probate, in searching for a conclusion, to inform itself of the general results of medical testimony and observa- tion, to discover, if possible, a fit conclusion, by alter- nately presenting the parallel between sanity and insanity to the sayings and doings of the deceased. The learned judge, after noticing certain daily habits of the lady, the validity of whose Will was in dispute, and which habits were in themselves such as might have been those of a person absolutely sane, proceeds thus : — " But if this be so. (to) i Burn. Ecc. L. (by PhiUi- more) 57. (n) Smith v. TebUt, L. K. 1 P. & D. 398 ; 36 L. J. P. & M. 97. A testatrix was here under the in- fluence of hallucinations connected with matters of religion, and her WiU was pronounced against. (o) See also the concluding por- tion of Sir J. Hannen's summing up to the jury in Baughlon v. KnigU, L. R. 3 P. & D. 64 ; 42 L. J. P. & M. 24. CONCERNING THE TESTAMENTARY POWER. 387 is it right, in forming a judgment of her sanity, to compare- person is in her with people of that character and temper, and in sSd he oom- scrutinising her opinions or ideas, to make the allowances p*™'^ -witii Ms T . , , , , 0^^ mental which experience warns us that we must make, when we standard, not attempt to bring their conceptions to the ordinary stan- ^^grg dard of mankind ? I conceive not When the sanity of an individual is in question, instead of com- paring him with a fancied standard of mental soundness, as is too common the custom, his natural character should be diligently investigated, in order to determine whether the apparent indication of madness is not merely the result of the ordinary and healthy constitution of the faculties. In a word, he is to be compared with himself not with others " {p ). The question in all cases similar to this is not whether Sound and dis- a testator was mad, but whether at the time of making i'°^"'S ™™ • his Will he was of sound and disposing Tnind, onemory, a/ad understanding; and these words mean that the mind of the person disposing of his property is not unduly im- paired by old age, enfeebled by illness, or tainted by morbid influence (q). Accordingly, the principle of decisions on these subjects in connection with the law testamentary is not the same as that which governs decision in criminal cases, where the question is one of madness or sanity. But the mere fact that a testator is subject to insane Modification of delusions is no sufficient reason why he should be held to 'io"*'^?^ of in- have lost his right to make a Will, if the jury are satisfied that the delusions have-not affected the general faculties of his mind, and cannot have influenced him in any par- ticular disposition of his property (r). In these cases, therefore, it must be shown that the Delusions delusions have influenced the dispositions in the Will and m^^t be shown . . J 1 • 1 ■ 'to nave m- the judge may leave it to the jury to decide whether a fluencedthe terms of Will. (p) Dr. Eay on The Medical Ju- (r) Banks v. Qoodfellow, L. E. 5 risprvdence of Imanily, quoted ty Q. B. 549 ; 39 L. J. Q. B. 237 Sir J. P. Wilde. (considered in Boughton v. Knight, (q) Smith v. TelMt, supra, and supra, n. (o) ). post, p. 391. c 2 388 WILLS OF PEESONAL PROPEKTY. Valid Will un. affected by i in- sanity. ^testator, at the time of making his Will, was capable of having a proper knowledge and appreciation of facts, and was so far master of his intentions and free from delusions, as to be able, first to properly exercise his volition, and then act upon his determination in the disposition of his property (s). A valid Will is not affected by the subsequent insanity of a testator ; but if a man die insane, leaving a Will marked with insanity on the face of it, or if the Will is the direct result of mental disease, the Court will grant administration as in a case of intestacy, and wUl also direct the Will to be filed (t). Lucid interval. To Constitute what is called a lucicl interval, absence of the disease itself, not of the particular delusion only, must be shown, and the party must freely, and voluntarily, and without any design at the time of pretending sanity and freedom from delusion, be able to confess his delusion. Moreover, the very fact of a man making a Will, which is not absurd or improper in itself, is very good evidence of the enjoyment of a lucid interval (u). Where delusions are proved to have existed, both before and after the execution of the WiU, the presumption is that they existed at the time of the execution, and in such case, proof of a lucid interval, at the time of the execution is thrown upon the party propounding the WiU, and it is immaterial that the delusions do not appear upon the face of the Will. The judgment in the case of Wari/ng v. Waring (x), contains an exposition of the doctrine of monomania and partial insanity as applied to Wills. There, a Will was Partial in- sanity and monomania. (s) Banks V. Goodfellow; and see Will, however, must te in full ao- Boughton v. Knight, supra, n. (o). {t) Dew V. Olarlc, 3 Add. Ecc. E. 207 ; In tJie goods of Bourget, 1 Cm't. 591. (m) See Oartwright v. Cartwright, 1 Phillim. 90. See also Dimes v. 10 Moo. P. C. 422. The cordance with the assumption of a lucid interval, otherwise it will be set aside. On this, read Lord Brougham's Judgt. in Waring v. Waring, 6 Moo. P. C. 341. (a) 6 Moo. P. C. 341. CONCERNING THE TESTAMENTARY POWER, 389 ■written in 1834, by a widow without children, who left real and personal property to a considerable amount. She was a person originally eccentric, and in after life developed unmistakable signs of insanity. Her Will, which did not on the face of it betray marks of having been composed by an insane person, conferred great benefits on a stranger, but the Court pronounced against it. In the judgment of the Court it is said that, if the mind is unsound on one subject, provided that unsoundness is at all times existing upon that subject, it is erroneous to suppose such a mind is really sound on other subjects ; it is only sound in ap- pearance, for if the subject of the delusion be presented to it, the imsoundness would be manifested by such a person believing in the suggestions of fancy, as if they were realities ; any act, therefore, done by such a person, however apparently rational that act may appear to be, is void, as it is the act of a morbid or unsound mind. Where there is a delusion of the mind there is insanity, Delusion. and by a delusion is meant the belief of things as realities which exist only, or at least in a degree exist, in the imagination of the patient, and of the non-existence of which neither argument nor proof can permanently con- vince him. The mental condition which indicates this incapacity to struggle against such an erroneous belief constitutes an unsound frame of mind. The celebrated case of Dew v. Clark established this doctrine (y). Partial insanity, renders a Will null and void, if it Partial in- can be proved or plainly inferred that the Will is im- mediately founded in, or upon, such partial insanity — in a word, if it is the direct unqualified offspring of morbid delusion. If then, A. makes a Will, plainly inofficious (z) in respect Inofficious (y) Sir Jolm NiohoU in Dew v. assigning good excuse, any of the Clark, 3 Add- Eco. E. 79, 207 (1826). children of the testator. " But any (z) "The Romans were wont to gift, however small, was enough, and eet aside testaments as heing in- it is thought that this circumstance qfficiosa, that is, deficient in natural may have given rise to the common duty if they passed hy, without but erroneous notion in England, 390 WILLS OF PERSONAL PROPERTY. to B., and is proved, at the time of making it, to have been under a morbid delusion as to the character and conduct of B., the Probate Division of the High Court of Justice will pronounce against such a Will, and hold A. to have died intestate in law, notwithstanding that he might have been apparently sane in other particulars, or even gene- rally, at the time of making his Will (a). The judgment of Sir John Nicholl in Dew v. Clark, and which occupies one hundred and thirty octavo pages, has always justly been deemed to contain a very able examination of the question of partial insanity, and has frequently been quoted with approval by subsequent judges and other persons of authority (b). Lord Hale on " It is Very difficult," says Lord Hale, " to define the the subject. invisible line that divides perfect and partial insanity ; but it must rest upon circumstances duly to be weighed and considered, both by judge and jury, lest on the one side there be a kind of inhumanity towards the defects of human nature, or on the other side too great an indulgence given to great crimes " (c). " Lord Hale is here considering the application of the doctrine oi partial insanity to criminal cases only; in other words, his observations, occurring in a work on criminal law, are limited to the species, or degree, of insanity, neces- sary to protect their agents from criminal responsibility. Greenwood's for actual crimes committed. But the case of Greenwood is good in proof of the equal applicability of the doctrine to cases of contract or civil cases . . . (But see the judgment of Sir J. P. Wilde in Smith v. Tebbitt, post, n. (e).) In the former case the deceased, being insane, and so admitted on all hands, insanely conceived, among other, no doubt, equally absurd imaginations, that his brother, and only next of kin, that a man who wishes to disin- 2, ch. 1, § 1, 30, text, also n. (a) ; herit his heir is hound to leave him Smith v. Tebbit, post, n. (e). a shilling. See 2 Black. Comm. (c) Pleas of the Crown, pt. 1, c. 4, 503 ; also, ante, p. 71 of this book. p. 29 : and Wms. Exors. ut supra, (a) Dew V. Clark, ante n. (y). p. 31, from which this quotation is (b) See 1 Wms. Exors. ^pt. 1, bk. taken. See dlsoSevi v. Clark, p. 95. ease. CONCERNING THE TESTAMENTARY POWER. 391 had administered poison to him. His recovery, admitted in other respects, was denied in this last particular ; and influenced by still subsisting insanity, in this last par- ticular, the deceased made a Will disinheriting his brother, the validity of which was at issue. And the question in Greenwood's case accordingly was — whether that insane aversion which the deceased was admitted to have once, felt towards his brother, had or had not subsided — was, or was not in operation at the time when he made his Will." The case was tried in the King's Bench upon an issue devisavit vel non (see post, p. 411), and the jury found against the Will, but a contrary verdict was obtained in the Court of Probate, and the suit ended in a compromise (d). The doctrine of partial insanity may now be considered settled, and we have seen that partial insanity in a testator may work a defeasance of his Will, if it can be shown or fairly inferred that the Will was founded upon such partial insanity. Persons, however, may be of weak understanding with- Weak under- cut being actual lunatics or insane ; persons who, in the ^ *" ™®' language of the law, may not possess a sound and dispos- ing mind. By this phrase is meant " a mind of natural capacity, not unduly impaired by old age, or enfeebled by illness, or tainted by morbid influence." Although delu- sive ideas and erroneous beliefs may argue mental aliena- tion, " they do so not merely because they are delusive and erroneous ; it is in some cases the degree of their diver- gence from ordinary sense and reason, and in others the mode in which they exhibit themselves, and the forces which they successfully resist for their expulsion, that induce the conclusion of disease " (e). If a man is so drunk at the time of making his Will Bruaken persons. (d) There appears to be no regular Eldon's remarks in White r. Wil- report of GreenwoooCs case, but it son, 13 Ves. 89. was referred to by Erskine, in his («) Smith v. TebUt, L. E. 1 P. & defence of James Hadfield ; see 1 D. 398 ; 36 L, J, P. & M. 97. Add. Ecc. Rep. 283 n, and Lord 392 WILLS OF PERSONAL PROPERTY. How intoxica- tion regarded in respect to testamentary acts. Persons who ■when intoxi- cated comport themselves as lunatics. Execution of a Will deferred. as to be utterly deprived of the use of his reason and understanding, the Will then made is void in law. " Intoxication is considered by testamentary courts as a temporary insanity, which ceases with the exciting cause, and where no fixed and settled delusion is shown, and consequently no decided actual insanity and extravagant •acts are accounted for by the excitement of liquor, while at times the mind was sound ; in order to avoid a WUl, it must be proved that the deceased was so excited by liquor, or so conducted himself during the particular act, as to be at that moment legally disqualified from giving effect to such an act ; for insanity may be latent, but there can be no such thing as latent ebriety " (/). If, then, a drunkard, when under the influence of liquor, habitually comports himself like a madman, he will be accounted such in regard to the performance of a testa- mentary act during the period of the excitcTnent caused by drinking, but not afterwards (g). But the species of derangement caused merely by habitual drinking is, however, widely different in a legal view from in- sanity, for a drunkard may carry on his business himself, he may pursue his calling properly, may keep his own accounts, make his own returns to the assessed taxes, and yet be a drunken man, may play drunken pranks, and all, without being insane Qi). It may here possibly occur to the reader to put a ques- tion of this kind. Suppose a man in good bodily and mental health were to make a Will, but should delay the execution of it until his capacity becomes from any cause doubtful or impaired, and then does execute it ; would this be a good execution ? The answer is, that if the validity of the Will were questioned, " there must be proof of instructions or reading over : for a man in a languid torpid state may (/) 4 Bum. Eoc. L. by Philli- moie, 60. (g) Ayrey v. Hill, 2 Add. Ecc. Eep. 206, where the Will of an habitual drunkard was established. (]i) Sir John Nicholl, in Billing, hurst T. Vickers, 1 PhiHim. 190. CONCERNING THE TESTAMENTARY POWER. 393 easily acquiesce in signing his name to a Will set before him, more especially when he knows that there is some- thing in the paper which he wishes to take effect : the presumption also is strong against an act done by the agency of the party benefited ; the act is not actually defeated, as it was in the Civil Law, provided the intention can be fairly deduced from other circumstances. Though the Court will not presume fraud, it will require strong proofs of intention " (i). In all such cases as these, let it be remembered that no Knowing and Will can be valid unless it can be shown that the testator lentrorwin"' at the time of its execution knew and approved of its contents {U). If, however, the testator were competent to understand the contents of his Will, and they were read over to him, the execution would be conclusive evidence that he did approve the contents — that is, of course in the absence' of other fraud (Z). What has previously been said may be thus summed Summary. up in the words of Blackstone": — " Madmen, or otherwise, non compotes, idiots, or natural fools, persons grown child- ish by reason of old age or distemper, such as have their senses besotted with drunkenness — all these are incapable, by reason of mental disability to make any Will so long as such disability lasts. To this class also may be referred Deaf, dumb, 1. r i_cj-LjiTj 1 and blind from such persons as are born deal, dumb, and bund ; who, as 1,;^^ they have always wanted the common inlets of under- standing, are incapable of having animum testandi, and their testaments are therefore void " (m). A person born deaf and dumb may, however, make a Will, but the Court of Probate will require evidence on affidavit of the signs by which the testator had signified his wishes, and that he understood and approved of the (i) Sir J. NichoU, in BilliTighurst Atkkison, L. R. 1 P. & D. 665. T. Tickers, supra. (l) Guardhouse v. Blackburn, L. (i) Hastilow v. Stohu, L. R. 1 R. 1 P. & D. 109 ; 35 L. J. P. & P. & D. 6i ; 35 L. J. P. & M. 18 ; M. 116. Cleare v. Clmre, L. R. 1 P. & D. (m) 2 Black, Comm. 497. 655 ; 38 L. J. P. & M. 81 ; Atterv. 394 WILLS OF PEKSONAL PROPERTY. provisions of the Will, and the evidence offered will be closely scrutinized (n). " It is essential in law, that such instructions should be signified, but it is not essential that they should be by words; thus, a person born deaf and dumb, or become deaf and dumb after birth, may convey his meaning by signs ; a fortiori, a person that was only dumb and not deaf could do so ; a multo fortiori, a person who could use some words appropriately, who could read and under- stand what was read to him, would be much better able to signify his meaning by signs, than a person bom deaf and dumb or become so " (o). Where the testator was deaf, dumb, and illiterate, the Court refused probate to his Will, without the consent of the person entitled in case of intestacy, the evidence as to the signs and motives having been unsatisfactory (p). Blind. A blind person may make a valid Will, but it inust be shown that he knew and approved the whole contents of the Will, which should be read over to him in the presence of witnesses, and acknowledged by him as his last Will and testament (q). It was once decided that this reading over the Will was not essential (r) ; but common sense dictates the expediency and propriety of such a course ; and what has been said concerning blind testators is equally applicable to those who from ignorance, or other causes, besides that of blindness, are unable to read for themselves (q). Convicted Until lately, the Wills of all traitors, felons, and suicides, and suicides. ' were i'lficapable of taking effect, from the fact of their goods and chattels having been liable to be forfeited to («) In the goods of Owston, 2 Sw. n. (»). & Tr. 461 ; 31 L. J. P. & M. 177. (j) Swinlj. pt. 2, sect. 11 ; Bar- In the goods of Geale, 3 Sw. & Tr. ton v. Mobins, 8 Pljill. 455 n. Rule 431 ; 33 L. J. P. & M. 125. 71 of the Principal Registry of the (o) Fairtloughy. Fairtlough, Note Prohate Division of the High Court tothe Jndgt. oftheRightHon. Dr. of Justice in Non-contentious RatclifEe, Milward's Ecc. Rep. 38 Business. (Ir.). {r) Longchamp v, Fish, 2 N, R, (p) In the goods of Owston, supra, 415. COJSrCEKNING THE TESTAMENTARY POWER. 895 the Crown, a rule not always acted on : but by a recent Act of Parliament (s), attainder and corruption of blood, forfeiture and escheat are abolished, so far as they concern persons who commit treason, felony, or suicide. The Act in question, however, provides in specific terms that no convict shall alienate or charge his property — a provision which would seem to extend to the making of a Will — during the time of his being subject to the operation of the Act ; and the wife of a convicted felon is, as regards Meaning of the right to make her testament in the position of a. feme '''°°^<='- sole (t). The term " convict " is defined by the Act to mean any person against whom, after the passing of the Act, judgment of penal servitude shall have been pro^ nounced in any competent Court in England, Wales, or Ireland, upon any charge of treason or felony (sect. 6). The Act provides also for the payment by the felon of the costs of the prosecution, and also for the proper custody, management, &c., of his property during his term of punishment. This Statute leaves untouched the law of forfeiture Outlawry, resulting upon outla/wry ; consequently, as no outlaw, though only for debt, could make a Will of personalty until the outlawry was reversed, because his goods and chattels became forfeited to the Crown (u), so now, an out- law, so far as this Act concerns him, is just in the same position as he was before. Previous to the Felony Act 1870, an outlaw and a, felo-de-se were, in regard to the efficacy of Felo-de-se. their Wills, on the same footing ; each was liable to forfeit his personal, but not his real estate (x). Now, as we have seen, while an outlaw stiU forfeits his goods and chattels, those of a suicide are exempt by the terms of the statute. (s) 33 & 34 Vict. u. 23, s. 1. As 2 Sw. & Ir. 156 ; 31 L. J. P. & M. to attainder and corruption of blood, 178. see 4 Black. Com. 380, and 2 Black. (t) In the goods of Coward, 4 Sw. Com. 251, 256. Sir C. Cresswell & Tr. 46 ; 34 L. J. P. & M. 120. held in 1862, In the goods of Bailey, (u) 2 Black. Com. 499. that the executor of a/eZo de se was (x) 2 Shep. Touch, by Prest. 404, entitled to probate of the Will left ; 405. 396 WILLS or PERSONAL PROPERTY. Persons under the influence of fear, fraud, or undue in- fluence. Fraud and un- due influence. It is to be borne in mind that the WUls Act 1838, pro- vides, in specific terms, for only tv/^o cases of disability on the part of testators, namely, infancy and marriage ; con- sequently, as to the others with which we are dealing, they are governed principally by the Common Law, which of course, in this respect, remains unaltered (Sweet on the WUls Act, 30). " Nothing)" says Swinburne, " is more contrary to free consent than /ear ; worthily, therefore, is that testament to be repelled which is made upon just fear." The ques- tion then is, what constitutes "just fear?" and this, Swinburne himself tells us, is " such a fear as may move a constant man or woman .... as the fear of death, or of bodily hurt or imprisonment, or the loss of all or most part of goods and such like fear, whereof no certain rule can be delivered, but is left to the discretion of the Judge, who ought not only to consider the quality of the threa;tenings, but also the persons as well threatened, as threatening ; and in the threatened, the sex, the age, the courage or pusillanimity ; and in the person threatening the power, the disposition, and whether he be a mere boaster or per- former of threats " (?/). And, according to the judgment in a recent case, a pressure of whatever character, whether it acts on the fears or the hopes of an individual, if so exerted as to overpower the volition, without convincing the judgment, is a species of restraint under which no valid Will can be made (z). It is presumed, however, that if a man make a Will under the influence of fear, but afterwards, when there is no further cause for fear, ratify it, such Will, in the absence of other objection, would hold good in law. " The modes of fraud are infinite ; and it has been said, that Courts of Equity have, very wisely, never laid down, as a general proposition, what shall constitute fraud, or any general rule, beyond which they will not go, upon the (y) Swinb. pt, 7, sect, 2. {%) Hall V. Mall, L. E. 1 P. D. 481 ; 37 L. J. P. & M. 40. CONCERNING THE TESTAMENTARY POWER. 397 ground of fraud, lest other means of avoiding the equity of the Courts may be found .... It is usually and ac- ■ curately divided, however, into two large classes .... Actual Fraud and Constructive Fraud " (a). But although the difficulty of giving a precise definition is very great, if not utterly impossible, we yet may lay down with some precision in a general proposition what does constitute fraud. Mr. Justice Story himself has done Story's desorip- 1 -r-1 1 • 1 f f ■ *""^ "' fraud. SO, and says that " Fraud, m the sense ot a court of equity, properly includes all acts, omissions, and concealments, which involve a breach of legal or equitable duty, trust, or confidence justly reposed, and are injurious to another, or by which an undue and unconscientious advantage is taken of another " (6). Pothier describes fraud as " toute Pothier. espece d'artifice, dont quelqu'un se sert pour en tromper un autre " (c). "By fraud is meant all surprise, trick, cunning, dis- Domat. sembling, and other unfair way that is used to cheat any one " {d). " Itaque ipse, (referring to Antistius Labeo, the cele- Antistius brated lawyer in the reign of Augustus Cassar, and men- tioned by Suetonius in his life of that Emperor : ch. 74), sic definiit dolum malum esse omnem calliditatem, falla- ciam, machinationem ad circumveniendum, fallendum, decipiendum alterum adhibitam " (e). The word dolus, we may observe, as used in Roman law. Dolus. was one of singular ambiguity, and it appears to have been used both in a good and a bad sense, not only by lawyers but by other persons ; consequently we find mention made of dolus bonus and dolus inalus. The signification of fraus was, however, much wider than dolus, which pro- Fraus. {a) Smith, Man. Eq. (c[Uotiiig St. {d) Domat, 1, 18, 3. Eq. Jur. § 186) 55. (e) Dig. 4, 3, 1, 2, and 2, 14, 7, (5) St. Eq. Jnr. § 187. 9. Therefore he himself thus de- (c) Traits des ObUg. pt. 1, o. 1, JiTies gross fraud; that it is any n. 28. Every species of artifice ciwning, deception, or artifice, used made v,se of by one person to deceive to circwmmnt, cheat, or deceive another. - another. See also Calvin. 398 WILLS OF PERSONAL PROPERTY. bably indicated mere deception, without moral turpitude, more than anything else. " Dolum bonum veteres etiam dicebant, et pro sollertia accipiebant, maxime si adversus hostem latronemve quis machinetur " (/). But "dolus malus est ratio vafra, decipiens alium, alio nomine vacans " {g). Swinburne seems to have had this distinction in view when he penned the following sentence, which quaintly illustrates the difference between dolus bonus and dolus malus: — " Nevertheless, when the deceit is not evil, but good (for all deceit is not evil), such deceit doth not hinder the testament: for example, the testator intending to bestow all his goods upon some vile and naughty person, omitting his honest wife and dutiful children : if the wife or children beguile the testator, persuading him that that lewd person is dead, or by some other means deceive the testator, and so procure themselves to be made executors or universal legataries ; this deceit is not reproved as evil, and therefore the testament is not to be repelled as unlawful" (A). The case here put is a soinewhat peculiar one, not likely perbaps to occur, but yet if it did, we cannot see how a modern Court could well avoid treating the transaction as fraudulent, as the Will would be executed through a false representation. Legalandmoral According to our law — which on this particular subject is extremely difficult to generalize — if a person makes a statement, which knowing it to be untrue, or which even he does not believe to be true, and injury results, though not intended, to any other person from such statement, this is deemed such a breach of moral obligation as to amount to a legal fraud, for which an action will lie. But (/) Calv. Lex. Jurid. "Dolus.'' the sole object of which is to cheat The omdeTds used to speak of good or another. The two adjectives, soUers justifiable deceit, and regarded it as and vafer then, seem to accurately adroitness, especially where any one mark the distinction between inaliis employed it against an enemy or a and bonus dolus. robber. (Ji) Swinh. pt. 7, s. 3. {g) Bad deceit is a crafty purpose. tmad. CONCERNING THE TESTAMENTARY POWER, 399 it is to be remembered that " legal fraud may exist without any serious amount of moral turpitude, but there must be sovne admixture thereof to constitute legal fraud" (Broom's Oomm.) ; and if a person makes a representa- tion which, though true, is believed by him to be otherwise, with a deceptive motive and intention, and some third person is thereby prejudiced, this will be deemed both a legal and a moral fraud for which an action will lie. But " an action for deceit will not lie without proof of moral fraud" (j) — that is fraud perpetrated by falsehood, though it may be without actually the motive to injure — and be- fore such an action can be maintained damage must have accrued in consequence of the fraud. Unless damage result, no action will lie, even though a representation is made expressly with a view to deceive. " Fraud without damage, or damage without fraud, will not found an action; but, where both concur, an action will lie " {h). In Swinburne's imaginary case, we find the conjunction of these two ingredients — ^falsehood, and consequent injury resulting to a third person ; in short, a fraud is practised upon the testator, one which perhaps stern moralists might pronounce to be of a commendable character, but yet one which in the eye of the law must certainly be deemed a fraud. Without dwelling longer, however, on this case, we will proceed to consider some important decisions of recent times, in which the principles of our law on the subject of fraud in connection with Wills have been ably set forth. The first of the decisions to which we will refer, was that of the Judicial Committee of the Privy Council delivered by Parke, B., in the appeal case of Barry v. Butlvn (I), in Bmry v. 1838. Here, a Will had been prepared by the testator's ^"*^*"- solicitor, under which the latter took a considerable (i) Taylor v. Ashton, 11 M. & L. 0. 71 ; Broom's Comm. "W. 415 :— Judgt. of Parke, B. (T) Barry y. Butlin, 2 Moo. P. C. (h) Bailey v. Merrell, 3 Bulat. 480 ; 1 Curt. 637 ; affirmed in 95 ; Pasley v. l¥eeman, 2. Sm. Browning v, Budd, 6 Moo. P. C. 430 400 WILLS OF PERSONAL PROPERTY. Two mles of law on this subject to be noted. Party taking a benefit under Win prepared by liim. Person pre- paring a Will and securing a legacy there- from. benefit, while the only son of the deceased was excluded. The testator was of weak, though testable capacity, but his Will was upheld, the Court of Appeal affirming with costs the judgment of the Prerogative Court. " The rules of law," said Baron Parke, in delivering the judgment of the Court of Appeal, " according to which cases of this nature are to be decided, do not admit of any dispute, so far as they are necessary to the determination of the present appeal : and they have been acquiesced in on both sides. These rules are two, the first that the onus probandi lies in every case upon the party propounding a Will ; and he must satisfy the conscience of the Court that the instru- ment so propounded, is the last Will of a free and capable testator. " The second rule is, that if a party writes or prepares a Will under which he takes a benefit, that is a circumstance which ought gene53,lly to excite the suspicion of the Court, and calls upon it to be vigilant and jealous in examining the evidence in support of the instrument, in favour of which it ought not to pronounce, unless the suspicion is removed, and it is j udicially satisfied that the paper pro- pounded does express the true Will of the deceased. These principles to the extent that I have stated are well established." His lordship refers to the cases enumerated below as authorities (m), and afterwards observes that : — "All that can be truly said [in such cases as these] is that, if a person, whether attorney or not, prepares a Will with a legacy to himself, it is at most, a suspicious circumstance of more or less weight, according to the facts of each par- ticular case : in some of no weight at all . . . but in no case amounting to more than a circumstance of suspicion, demanding the vigilant care and circumspection of the Court in investigating the case, and calling upon it not to grant probate without full and entire satisfaction that (m) Paske v. Ollatt, 2 Phill. 323 ; affirmed by iiTOwmm^v. Budd, ante, n. if) ; Ingram v. Wyatt, 1 Hagg. 388 ; MUinghurst v. Vickers, 1 Phill. 187 ; Eaker v. Baft, 1 Curt. 125. CONCERNING THE TESTAMENTARY POWER. 401 the instrument did express the real intentions of the de- ceased. With regard to the legal expression onus probandi so Meaning of often employed in these cases. Baron Parke said :— "The <»""i»"'!'««^- strict meaning of that term is, that if no evidence is given by the party on whom the burden is cast, the issue must be found against him." Another case in point is that of Jones v. God/rich (n), jmes v. God- decided, on appeal, by the Judicial Committee of the '^'^^• Privy Council, in 1844. The judgment of the Court delivered by the late Dr. Lushington, contains a clear ex- position of the principles by which the Court [of Probate], must be guided in determining questions of fraud and undue influence arising out of matters testamentary. In Jones v. God/rich, according to the head note of the report of the case, the testatrix, who was 86 years of age — and, as alleged, of feebled and impaired mind — made a Will with two codicils in favour of her medical attendant, a stranger to her in blood, leaving him the bulk of her pro- perty and appointing him sole executor and residuary legatee. The Will was executed at his house, and pre- pared by his attorney, and was at variance with previous dispositions of property in favour of distant relatives ; - but the Prerogative Court being satisfied of the capacity of the testatrix, admitted her Will and both codicils to probate. This decision, so far as it regarded the Will and one Any person codicil, was affirmed by the Judicial Committee of the Stee!* Privy Council ; but the second codicil, on new facts being disclosed, was pronounced against, and the- sentence of the Prerogative Court to that extent, reversed. The fact of a man being the solicitor, medical attendant, &c., of the person of whose WiU he may be sole legatee, is not in itself an injurious circumstance, for " the law of Eng- land," said Dr. Lushington, " has prescribed no restrictions upon testamentary dispositions as to who may be legatees, (re) 5 Moo. P. C. 16. 402 WILLS OF PERSONAL PKOPERTY. Where that power is exercised in favour of guardians, trustees, solicitors, medical attendants, or persons standing in a similar relation to the deceased, the degree of proof required will be greater or less according to circumstances ; but if the Court be satisfied that there was adequate capacity, testamentary intention untainted by fraud, and Fraud cannot a due execution, the instrument is valid. Fraud cannot be presumed, but the circumstances may render fraud so probable, that the Court will require stronger proof, than in cases where all natural presumptions are in favour of What is re- the disposition and the free will of the testator." And ?Se°a wm again—" To invalidate a Will on the ground of fraud and on ground of undue VTifluence, it must be shown that they were ' ■ practised with respect to the Will itself, or so contempo- raneously with the Will, or connected with it as by almost presumption to affect it. Other frauds committed against a testator are only evidence to raise a strong suspicion against any act done under the superintendence or by the interference of those committing them" (o). Jones V. Godrich also decided that a solicitor who pre- pares a testamentary paper, at the instance of the party benefited by it, is not privileged, on the ground of pro- fessional confidence, to withhold from the Court facts relating to contemporary acts upon which he founded his •opinion of the testamentary capacity of the person making the Will. Will prepared The case to be next noticed is that of Scouler v. Plow- benefited! ^ ^ ''"'^^^ ip) l ^^^ there the Will in dispute had been pre- ScovUr T. pared by the party principally benefited, to the . exclusion of the testator's family, and the Will had been concealed during the testator's lifetime. Held, on appeal, that the Will was invalid. The evidence adduced in this case, showed no previous declaration of an intention by the testator to make such a Will as that found at his decease ; nor did it prove any subsequent recognition by him of its contents. On the (o) J). By our law, a Will is in all cases ambulatory and revocable until the death of the testator (c), even if the testator should distinctly declare on its face that it shall be irrevocable ; consequently, mutual Wills in the actual and full sense of the term, cannot take effect in this country. We have seen, however, that although mutual Wills cannot stand with all the incidents of valid testamentary instruments, and especially as to their fea- ture of revocabiUty, yet the better opinion seems to be that the papers, inasmuch as they form, as Lord Camden ■ {a) Dufawr v. Pereira, 1 Dick. (1822.) This was a case, however, 421 : Judgt. of Lord Camden (1769) ; of one instrument only. see also 2 Hargreaves, Jur. Arg. 272. (c) 1 Wms. Exors. pt. 1, bk. 2, (J) Hobson, V. Blackburn, 1 Add. ch. 3. 124. 274: Judgt. of Sir J. NichoU. ON MUTUAL OK CONJOINT WILLS, ETC. 431 said, a contract, they might, cceteris paribus, he enforced in Equity (d). ^ A Keciprocal Will is only another term for a Mutual or Eeciprocal Conjoint Will, and considered solely as testamentary in- struments there is no difference between them (e). "Testamenta reciproca sunt quibus duse personae in una eademque scriptione se mutuo heredes instituunt, quod maxime eve nit in conjugibus" (/). Reciprocal tes- taments are those in which two individuals in one and the same writing, mutually constitute each other their heirs [or legatees], and which especially happens among married persons. The following case furnishes an illus- tration of a Reciprocal Will : — Two unmarried sisters made Wills in favour of each other, and shortly afterwards one of them married. This revoked her Will, and the ques- tion for the Court of Chancery was, whether the other Will was also revoked, and the Court, although considering the case a hard one, held that it was not (g). A Joint Will is, as its name imports — that is, if we use Joint Will, the term as one of different import from conjoint — one single instrument made by two or more testators, and such a Will is entitled to probate as that of the survivor of the testators, because, being joint, it is a Will, and the WiU of all and each of the parties (h). But where a paper was neither a Joint nor Conjoint WiU — in the sense above indicated — as where it was plainly to have no effect until the death of all the tes- tators, probate was not gi-anted in the lifetime of either of them (i). A Conditional Will is one that is to take effect upon Conditional Will. {d) Also see Walpole v. Cholinon- (g) Hinckley v.] Simmons, i Ves. deley, 7 T. R. 138, cordra; Walpole 160. V. Orford, 3 "Ves. J. 402 (1797) ; but (h) See In ths goods of Stracey, particularly -DM/oMrv.Pemr»,supra. Deane & Sw. 6. Husband & Wife. (e) Dodd & Brooks, Prob. Prac. (1855.) In the goods of Love- 174. groee, 2 Sw. & Tr. 463 ; 31 L. J. (/) Mackeldy, Jui-. Eom. bod. P. & M. 87. usit 649 (quoted by Dodd & (i) In the goods of Baine, 1 Sw. Brooks). &Tr. 144. (1858.) 432 WILLS OF PERSONAL PROPERTY. Codicil giving authority to ■executors to adopt or reject. the happening or not of some event, or upon such and such a stat^ of circumstances being or not being in existence at such and such a time named in the Will, or during a certain period. A test for ascertaining whether a Will is contingent, or operative at all events, is the question whether the disposition of property is dependent upon the happen- ing of some event referred to in the Will, or whether the imminence of such event is Tnerely a reason for making the Will. In the former it would be purely con- tingent ; in the latter it would not ; and this appears to have been the true test for ascertaining the* contin- gency or not of a Will, before it was formally enunciated in the decision referred to below (k). The following case also illustrates this statement : — A testator, purposing to take a journey, made a Will commencing thus : " In the event of any fatal accident happening to me, being about to travel by railway, I hereby leave all my property, &c." Now the question here was, did the testator makfe this Will only to take effect in the event of a fatal accident happening to him, or did he make it because the occurrence of such an event was probable or imminent ? And the Court of Probate held that the Will was not to be effective only in the event of the testator's death by accident durvng the journey he was about to take ; he having made the Will simply because the likelihood of an accident occurring, induced him to take the precaution of making his Will for all purposes (Z). It is competent to a testator to put a clause into a codicil to his Will authorizing his executors to add the codicil or reject it at their pleasure, as in the following case :— :A testator, after making a Will and codicil, made a second codicil, which thus concluded : " I give my wife (Jc) In the goods of Porter, L. K. {I) In the goods of Doison, L. E. 2 P. & D. 22 ; 39 L. J. P. & M. 12 ; 1 P. & D. 88 ; 35 L. J. P. & M. and see Roberts v. Roberts, 2 Sw. & 54. ^ Tr. 337 ; 31 L. J. P. & M. 46. ON MUTUAL OR CONJOINT WILLS, ETC. 438 the option of adding this codicil or not, as she may- think proper or necessary." The widow, who was also sole executrix, rejected the codicil, and the Court decreed probate of the Will and first. codicil only, on the ground that the absolute animus testandi on the testator's part as to the second one was wanting (m). In this case the validity of the later codicil was contingent on the approval of the widow, and was written simply to give her the opportunity of expressing approval of it or not ; accordingly the Court gave effect to what was clearly in- tended, viz., that the codicil should stand or fall by the decision of the executrix. The intention of a testator must, of course, be deduced Intention . ,, , . /■ 1 1.11 gathered from from all the circumstances oi each case, togfetner with the circiuiistances, language employed in the instrument. The following case will illustrate our meaning : — A. being seriously ill, made a Will, in which he stated that, in the event of his death at B., he wished his property to be disposed of in a certain specified manner. He recovered, however, and left B., and the Court, some time after, decreed probate of this Will, grounding its decision on the circumstances of the case, which showed that the deceased had executed the paper in the apprehension of death, and not with a view to make its effect conditional on his death at B. (n). On the other hand, where a testator, who had Conditional ■,, . Will made already in 1866 executed an unconditional Will in after another, England, executed, some months later, while in India, y"^™*^'" the following paper : — " This is to certify that I, K. N., &c., do at this time enjoy good health, and am of a proper and sound state of mind. And I write this as my last Will and testament, in case of a sudden or acci- . (m) In the goods of John Smith, be done ; nor, in consequence" of the L. K. 1 P. & D. 717 ; 38 L. J. P. Wills Act 1838, s. 20, can a man & M. 85. N.B. — Lord Penzance bequeath to another the power to points out the diiference between revoke any portion of his WiU. such a case as that mentioned, and (n) In the goods of Martin, L. E. where a testator affects to give a 1 P. & D. 380 ; 36 L. J. P. & M. person the right to make a Will fSr 116. him after his death. This could not 434 WILLS OF PERSONAL PEOPERTY, dental death befalling me in India, &c., &c." Testator died in England, in 1872. On the authority of In the goods of Porter, to which reference has been made, Sir J. Hannen held, that the Will of R. N. was to take effect conditionally, that is, in the event of his dying in India, which not happening, the Will was inoperative (o). It is easily seen, by applying the test suggested in Porter's case, that this decision was correct ; for the testator made his second Will, not merely because he thought it expe- dient to do so under the circumstances in which he was placed, but he intended it to have effect only " in case " of his death. The condition that was to be fulfilled before the Will could operate was the happening of his death in India, and as this did not happen, the paper in question was valueless, and probate was decreed of the first one. Condition an- yf^ umg^ qq^ confound a conditional WiU with a con- nexed to a gut. . . . a,t-ii /-> dition annexed to a gift m a WiU. On the latter subject we will now offer a few remarks. Although a testator is permitted to impose various con- ditions upon gifts to those whom he makes the objects of his bounty, yet the restrictions must not be such as to in- volve in their observance a contravention of law, public policy, or any act contra bonos mores, for such conditions would be held utterly void (p). Malum pro- Moreover, " if the condition annexed to a legacy be void Moitmn and „.,. , j -i • t ■, Malum in se. by reason 01 mvolving a maium proh%o%tum, the bequest is absolute [that is, will take effect] ; but if the condition involve a malum in se, the gift itself is void " (g). The following is a case of a condition against public pohcy : — A testatrix devised and bequeathed property to a married woman, on such a condition as would, had it been per- (o) Jdbscm V. Rosi; In the goods offence made so by positive law, of Newton, 42 L. J. P. & M. 58. without reference to its moral cha- ( p) Brown v. Peck, 1 Eden, 140 ; racter ; whereas malum in se is an Poor v. Mial, 6 Madd. 32. act unlawful in its very nature, as (q) Hayes & Jarman, 395, 7th ed. murder, theft, perjury, and the By malum prohibitum is meant an like. ON MUTUAL OR CONJOINT WILLS, ETC. 435 formed, have necessitated the devisee's separation from her husband ; accordingly, the Court of Chancery declared the condition null and void (r). The Vice-Chancellor Stuart, in deciding this case, quoted the classification of conditions made by Lord Chief Justice Parker, and M'hich may profitably be reproduced here(s). "All the instances of conditions," said his lordship, " against law in a proper sense, are reducible under one of these three heads : first, either to do something that is malum in se or malum 'prohibitum,. Secondly, to omit the doing of something which is a duty. Thirdly, to encourage such crimes and omissions. Such conditions as these, the law will always, and without any regard to circumstances, defeat ; being concerned to remove all temptations and inducements to those crimes." The condition in Wilkinson v. Wilkinson being one clearly comprised within at least the second of the above-named classes, was expunged from the Will, and the property was allowed to pass to the legatee. It will be observed, on examination of the above case, that the gift mentioned had vested by the terms of the Will, and the question was, could those of the codicil devest it, the con- dition named therein not being complied with ? No ; the condition was of that class unfavourably known in the law of England as subsequent, and was at the same time contra bonos mores ; moreover, being too vague for the Court to Vague con- construe, it was, as we have seen, held to be void. And this brings us to the consideration of that distinction made by our law between what are termed Conditions Pre- cedent and Conditions Subsequent. Now, a condition itself has been said to be a restraint Definition of annexed to a thing, so that by the non-performance of it ^ °™ *"'"' the party thereto shall receive prejudice and loss, and by the performance, convenience and advantage (t) ; it has (r) Wilkinson v. Wilkinson, L. E. (t) West. Symb. pt. 1, lib. 2, 12 Eq. 604 ; 40 L. J. Ch. 242. sect. 166 ; Termes de la Ley, Cowell's (s\ Mitchell v. Mynolds, 1 P. Interp., both sub voc. W. 189. r E 2 436 WILLS OF PERSONAL PROPERTY. Condition precedent ; Bubsequent. The rules applicable to deTises are not so as to General rule. Testator's intention also been described as " a kind of law or bridle annexed to one's act, staying or suspending the same, and making ' it uncertain whether it shall take effect or no " (u). If, then, the restraint, &c., is to operate before the vesting, accruing of the gift, right, liability, &c., it is a condition precedent ; but if after such vesting, the gift is liable to be defeated by the non-compliance with some proviso, this forms a condition subsequent ; and while conditions of the former class are, except in the cases enumerated, upheld, the latter, under any circumstances, are always unfavourably regarded by the Courts. The Common Law of England, the rules of which anciently governed devises of realty (a;), has always observed the distinction between these two classes of conditions ; but the Civil Law, upon which is mainly founded our own as to bequests of personalty, entirely ignored it in the matter of restraint upon marriage, establishing the legacies and avoiding the conditions, whether precedent or subse- quent {y). At the same time, as our law marks with some nicety, in Wills of personalty, the distinction between conditions precedent and subsequent, let us proceed to examine its salient features. It is a general rule, then, that where the condition annexed to a legacy is precedent, and one that the law can uphold, such legacy will not vest until the condition is performed ; that is, if the terms of the bequest show such an intention on the part of the testator. Accord- ingly, where a testatrix bequeathed to her son a certain sum per annum, provided he gave up low company, the condition was held to be intended to precede the vesting of the legacy — for intention must be taken into account («) Shep. Touch. 117. ip) Ha/rwood v. GoodrigM, Cowp. 90 (1791) ; Judgt of Lord Mans- iield. See also Co. Litt. 206 a. b. 217 a. {y) 1 Rop. Leg. 758 ; Lord Haid- wicke's judgment in Reyrmh v. Martin, 3 Atk. 332. ON MUTUAL OR CONJOINT WILLS, ETC. 437 in deciding whether a condition be precedent or subse- makes condi- quent — and being also considered a reasonable one, was m^ti^sequmt. upheld by Sir W. Grant, M.R. (z). It matters not how unreasonable the condition prece- Condition may dent may be, provided it is not impossible in itself, abirbu^no't illegal, or contra bonos mores, and can be performed by impossible, il.l6£r3il or the person upon whom that duty is cast (a) ; it must be against public at least substantially fulfilled before the gift can vest ; for P^'^^y- the maxim is cujus est dare ejus est d/isponere, and equity cannot relieve agaiast it (&). It is seen that, if a legacy be given only on the fulfil- Impossible ment of a condition which is impossible in its very ^isregaxded. nature, the gift will be discharged from the condition imposed, whether it be precedent or subsequent. This was the general rule of the Civil Law concerning legacies, but to it there are these three exceptions (c) : — (1.) Where the fulfilment of the condition is the sole Exceptions to motive of the gift ; as where A. leaves B. £1000 impoSb?e on condition that he marries C, and C, unknown conditions, to A., is dead ; if it does not appear clearly that the gift was to vest under any other circum- stances, B. will not secure the legacy, for the marrying C. must be held to be the sole motive of the gift. (2.) Where the impossibility was not known to the testator when he imposed the condition, which may be illustrated by the same case as the first exception. (3.) Where the condition, originally possible, has be- come impossible by the act of God ; as where A. leaves B. £1000 on condition that he marries C, who dies after the testator, and before the {z) Tattersall v. Howell, 2 ,Mer. (5) Bertie v. Falkland, 2 Vern. 26. See also post, 445. 338. (a) Seott V. Tyler ; see the argu- (c) 1 Rop. Leg. 755 ; Hayes & ment of Mr. Hargreave in that Jarmau on "Wills, 404, 8th ed. case, 2 L. C. Eq. 172 et seq. 395, 7th ed. ' 438 WILLS OF PERSONAL PROPERTY. When acts required to be done have been done unknown to testator. Uncertainty of contingent event happen- ing at all. Conditions subsequent. Tested interests upheld. Equity will relieve against conditions subsequent, marriage can be performed. In such a case B. would lose the legacy (d). " Under the head of impossible conditions, those may be classed, where testators, through ignorance, have re- quired acts to be done, that have been performed, or events to happen, which have taken place. In those in- stances, as the conditions are impossible, the legatees take their legacies pure and unqualified " (e). " In like manner, if the impossibility of the condition arise from the subsequent act of the testator, the legacy will be single and absolute " (/). It is also to be observed that " when the event, upon which a legacy is directed to be paid, is uncertain as to its ever taking place, the legacy will not vest previously to the happening of the event .... for the taking place of the event is a condition precedent to the vesting of the legacy, according to the maxim dies incertus in testamento conditionem facit (g), one which, however, must yield to the intention of testators. Now as regards conditions subsequent, we have seen that before they can operate, the estate or gift with which they are connected must previously vest, so that their actual effect is, if unperformed, to devest a gift already vested. Consequently, our law, which leans to vested interests, does not favour these restrictions, and our Courts of Justice always construe them with rigid strictness, never permitting an absolute gift to be defeated unless it be perfectly clear that the exact case has happened to cause the interest or devesting to arise Qi). So jealously does Equity regard the defeat of a vested interest, that, while it will not assist in the violation of a proper condi- tion precedent, yet will readily lend its aid to prevent a (S) 1 Eop. Leg. 755. As to where a testator himself caused the condition imposed by him impos- sible of fulfilment, see Tales v. University GoUege, London, L, E. 8 Ch. 454; 42 L. J. Oh. 666; affirmed in H. L. 45 L. J. Ch. 137. (e) 1 Eop. Leg. 755 ; Swint. pt. 4, sect. 14. (/) Ibid. ; DarUy v. Lang- worthy, 3 Bro. P. C. 359, 8vo. ed. (g) 1 Eop. 563. (ft) 5 Ves. 209. ON MUTUAL OR CONJOINT WILLS, ETC. 439 condition subsequent (which if illegal or impossible is thouglinot j absolutely void), from devesting an estate or gift already ^^dent."^'' vested (i). But this relief wiU not be given where there " Gift over" is what is called a " gift over," that is, to another person if ^ondiS ^ the condition be not complied with, for that would be subsequent to taking from the legatee over the gift which, by the testa- i^nless it be tor's express direction, had vested in him (k). Here are impossible or two cases in point : — A. by his Will bequeathed £3000 to his daughter B. at twenty-one or marriage, provided if she married without the consent of C. her legacy was to cease, and at the same time making his son D. his executor and residuary legatee. B. married without C.'s consent, but the Court of Chancery gave her the £3000 with in- terest from marriage, for there was no bequest over, and the gift was absolute at twenty-one (Z). The following is a case of a gift over : — A. bequeathed to his daughter B. a legacy, but if she married without her mother's consent, then a part of the legacy was to go to her brother. The daughter married without her mother's consent, and the Court of Chancery decreed that the part of the legacy must be given up. " This," said the Court, " is not to be as a clause in terrorem only, but the sum upon her marrying is well devised over, and an interest vested in the brother " (m). It is thus seen that where there is no bequest over, the Court will assist in defeating the operation of a condition subsequent, but where there is a bequest over, and the condition is legal and possible, for the equitable reason above stated, it will not relieve. It was once a matter of doubt as to whether a residuary Kesiduary bequest is a gift over, but it has long been settled not to gift^Ter"" be such ; although a direction that if a legatee do not per- ^^f'™) ^ t° » (i) Sto. 1319. gifts are absolute. (;fc) Of course the statement in the (l) Garret v. Pritty, 2 Vern. text applies only to conditions sub- 293. sec[uent tbat are legal and possible ; (m) Stratton t. Orymes, 2 Tern. if they are otherwise, the gift over 367. is not considered at all, but the WILLS OF PERSONAL PEOPEETY. falling into residue. Condition in Urrorem. Void in the Civil Law. Condition not to dispute the validity of a WiU. Conditional limitation. form the condition annexed to a legacy, it shall fall into the residue (n), does amount to a gift over (o). We have spoken of a condition in terrorem; and by this expression is meant one introduced into a Will merely to so influence a legatee by fear as to deter him from doing something, and such a condition will, in general, not have any operation beyond producing the effect in question. The term would be applicable in a case where there is a condition subsequent attached to a legacy, but without a gift over in case of non-compliance therewith, for the con- dition in such case would be merely in terrorem. By the Civil Law, such a condition was absolutely void; a circumstance which shows that while our law as to Wills of personalty is mainly founded on that system, yet we do not in all cases adopt its rules (p). A condition not to dispute the validity of a Will is generally i/n terrorem, and therefore, if there exist proba- bilis causa litigandi, the non-observance of the condition will not work a forfeiture (g), for the Courts would con- strue " litigation " to mean " vexatious litigation " (r). If, however, there is a bequest over to another person, consequent upon the legatee disputing the Will, then the condition is not in terrorem, but is a conditional limita- tion, an interest quousque, that is, until he violate the condition by entering into litigation (s). As the name implies, a conditional limitation is a species of limitation partaking of the nature of a condition, as where a condi- tion subsequent be followed by a limitation over to a third person a stranger, in case of non-fulfilment or breach ; and a limitation, as distinguished from a condition, has been stated to be " the bound or compass of an estate, or the time how long an estate shall continue " (t). What (m) By residue is meant the sur- plus of a testator's estate after the debts and legacies have heen paid. 2 Black. Com. 514. (o) Wheeler v. BingJiam, 3 Atk. 367. Per Lord Hardwicke. (p) ffaroeyv. Aston, 1 Atk. 363 ; and read the remarks of Lord Eldon in Clarke v. Parker, 1 9 Ves. 13. {q) 1 Kop. Leg. 795 ; Lloyd v. Spillet, 3 P. "W. 344. (r) Ingram v. Strong, 2 Phill. 315 ; Powell v. Morgan,2 Vem. 90. (s) 1 Bop. 6S5. (t) 1 Shep. Touch, by Preston, 117. ON MUTUAL OR CONJOINT WILLS, ETC. 441 makes a remainder in real estate may be stated to make a ( conditional limitation in personalty. It is important to observe that the limitation over from aift over in one legatee to another, in case of the former disputing the ^°^t*^e ^ ^ Will, must be to a stranger, and not to executors, &c. ; stranger, not otherwise it will be merely equivalent to a condition in ^^ ' terrorem, as the limitation over, except to a stranger, accomplishes no more than the law would do without the express disposition (u). In the old case, cited below, the Lord Chancellor said, "Where there is a devise over to a third person, after a forfeiture by the first, a forfeiture in such a case would be generally binding ; but here 'tis said it shall go to the executors, which was not to be con- sidered, because it is no more than what the law implied," and consequently the condition in the case was ineffectual. We thus s'ee the importance of a Request over, where it is wished that conditions subsequent shall operate ; for although these are in the nature of a penalty, yet the i intent should be clear and plain by 'express gift over to ' devest it j^but in case of a condition precedent, it would be giving an estate against the intent of the donor to dis- ' pense with the condition («). Of the conditions introduced into Wills, those that have Conditions in J. , ■ r J. 1 r _L restraint of reierence to marriage are oi extremely frequent occurrence, marriage. By the ancient rule of the Civil Law, afterwards modified, any conditions whatever which interfered with the liberty of marriage were utterly void ; and, for some time, such was the law observed in England. The adoption, however, of the strict rule in question was not really in accordance with the spirit of our law ; for we find, long before^the time when Courts here observed it, a writer of authority stating that, " if the conditions are only such, whereby a marriage is not altogether prohibited, but only in part restrained, as in respect of time, place, or person, then such condi- (m) 1 Rop. 796 ; Cage v. RusseU, as to asHng consent. As to a gift 2 "Vent. 352. over on death "without issue," see (x) See the Judgt. of Lee, C. J.,^ Olwomt v. Wright, L. R. 1 Ch. Div. in Eamy..v. Aston, 1 Atk. 377. QS. S.) 346 ; 45 L. J. Oh. App. 1. Also, Old'' Parher, 19 Ves. 13, 442 WILLS OP PERSONAL PEOPBRTY. Greneral and particular restraint distiHguished. Three excep- tions to rule as to bequest over being tions are not utterly rejected " {y). In other words, the correct rule of law was and is, that while general re- straints upon marriage are illegal and void, those of a particular character are valid and binding ; and by a particular restraint is meant one of a partial and reason- able character. Accordingly, if a bequest be made to A. upon his man-iage under twenty-one, or other reasonable period, with consent of parents, trustees, executors, or guardians, the consent must be given before marriage, and will not avail afterwards to vest the legacy ; for the condition is precedent and legal, and must be fulfilled before the legacy can vest (z). It is the same too whether there is a bequest over or not, if the condition is precer dent (a), but where the condition to ask consent to mar- riage is subsequent, it will be considered merely in terrorem, unless there be a bequest over in case of non- compliance with the condition in question (b). The true ground of this rule " is not the intention, but the right of a third person, the legacy being given over, and vesting in that person, if the condition be not performed." A residuary bequest, we repeat, is not considered one given over, unless the Will state expressly that the for- feited legacy shall fall into residue (c). But there are three cases which form exceptions to the rule just mentioned, that a bequest over must accoihpany a valid condition subsequent to ask consent to a marriage, and, in these, legatees must comply with the conditions expressed by the testator, even though there be no bequest over in default, as they are then not considered to be merely in terrorem. These exceptions are as follows : — (1.) Where an alternative legacy is given ; that is to say, one given in the event of a legatee not marry- {y) Godolph. Orp. Leg. pt. 1, see also Garlet v. Hilton, 1 Atk. c. 15, s. 1 ; and see 2 Dick. 721. (s) 1 Eop. Leg. 769, 762. (a) Hemmings v. Mimckley, 1 Bro. 0. C. 304 ; StacJepole v. Beau- mont, 3 Ves.,89. (b) Gla/rke v. Parker, 19 Ves. 14 ; 381 ; Per Lord Hardwicke, in Wheeler v. Bingham, 3 Atk. 367. (c) Scott T. Tyler, 2 L. C. Eq. 217 ; 2 Bro. C. C. 488 ; Lloyd v. Bramton, 3 Mer. 108, 118. ON MUTUAL OR CONJOINT WILLS, ETC. 443 ing with consent ; as, where A. gave B. an annuity of £10 for life, and by a codicil to his Will de- clared that, " if she married with the good liking of his trustees, then she should have ^150 in lieu of the annuity, which was to cease." B. married without the required consent, and was held to have forfeited her legacy (d). Here, there was no bequest over ; but, an alternative legacy being given, the condition, which was precedent, was allowed to operate. (2.) When marriage with consent is only one of severa,l events, on the happening of which the legatee will be entitled to his legacy, as on attaining a particular age unmarried, or marrying with con- sent before such age, which shall first happen, si (3.) Where the conditions requiring consent to mar- riage are confined to marriage during the lega- tee's minority or other reasonable age (e). " There is some doubt," say the learned editors of the Leading Cases in Equity, "with regard to a personal legacy, whether a condition precedent requiring consent generally, without reference to the age of the legatee, is valid, unless it be accompanied by a bequest over on mar- riage without consent, in which case it is clearly valid " (Vol. 2, 214). They then cite the case mentioned below, and which was as follows (/) : — A bequest was made to trustees in trust, to pay, assign, and transfer " unto and between the children of A. B.," when and as they should respectively attain the age of twenty -one, or be married with the lawful consent of parents or guardians. A child married without consent, and died under twenty-one. Held, that her representa- tives took no share of the property. The Master of the Kolls said that this was not a condition of forfeiture, but a {d) GilUt T. Wray, 1 P. W. 284 ; 8tli ed. 365. see also Beynish v. Martin, 3 Atk. (/) Qardimr v. Slater, 25 Beav. 330. 509. (e) Hayes & Jarman on Wills, 444 WILLS OF PERSONAL EEOPEETY. gift to persons on the happening of one of two events, viz., to marry with consent or attain the age of twenty- one before their interests became absolute. It is seen that, in this case, there was no bequest over, and yet there was a virtual forfeiture ; so that it is conceived that the doctrine before enunciated is a sound one, that when the condition is precedent, as in requiring the consent of A. to B.'s marriage, B. must obtain the consent, whether the legacy be limited over or not (g). Doctrine of There is a doctrine in our law known as that of cyprh, and is that of construing written instruments as near to the intention of the parties to them as possible (h). It is most commonly applied to the construction of devises ; and the celebrated conveyancer, whose name appears below, tells us that the doctrine of cy pres is not admissible in deeds, or even as to personal estates in Wills (i). It has, however, been employed in the construction of charitable bequests (j) under certain circumstances {k) ; and if the very doctrine itself is not, as Preston says, permitted to aid in the execution of bequests of personalty generally, yet in some cases, where conditions precedent or subse- quent are imported into them, something at least analogous to cy prls. is allowed to govern their construction. For instance, by the rule of the Civil Law, which we have imported into our own, precedent conditions requiring marriages with consent, with some others also, when- {g) 1 Eop. Leg. 776. legacy will fail vrith tie void demise, (A) 2Shep.Toucli. by Preston, 237. and the doctrine of cy prh is not (i) Ibid. applicable in such a case. Oreen v. (j) Berne v. The Attorney-Gen., Britten, i2 L. J. Ch. 187. 3 Hare, 191 ; In re Clary s Trusts, (Tc) 1 Pow. Dev. 367, 3rd ed. n. L. E. 1 Ch. Div. (K S.), 497 ; 45 See Tlie Attorney-Gen. v. The Iron- la. J. Ch. 194, where the doctrine mongers' Compamy, 10 CI. & P. 908, oi cypres was held not applicable. 10 L. J. Ch. 201 ; 2 Bear. 313; A devise of realty for charitable In re Maguire's Tnist, L. E. 9 Eq. purposes is void by Stat. 9 G. 2, 632 ; 39 L. J. Ch. 710 ; In re 0. 36, and realty includes money Kilvert's Trusts, L. R 12 Eq. 183 ; to be laid out in the purchase 40 L. J. Ch. 703. Where the doc- of such property (see ante, p. 48). trine in such cases has been held Further, if a charitable legacy be inapplicable, see Fisk v. The Attor- coupled with a void devise, such ney-Gen., L. E. i Eq. 521. ON MUTUAL OR CONJOINT WILLS, ETC. 445 ever they cannot be executed according to the very letter, will be considered as sufficiently performed to entitle the legatee to his legacy, if such conditions be executed cyprh, that is, be substantially complied with. To subsequent conditions of this kind, or those which are to devest a legacy, and give it over, this doctrine would d fortiori be applied ; indeed, if these cannot be performed literally, that is, in each and every particular, the condition becomes void, and the interest of the legatee absolute (1). " It is a rule long established that where there is a gift inconsistent with a condition inconsistent with and repugnant to such ^ncuSf™* gift, the condition is wholly void " (m). Of this class of conditions are those restraining every after disposition of the property given ; as a condition that an absolute legacy shall not be spent, which is obviously inconsistent with the full enjoyment thereof; and, generally, whenever the property in the gift and the qualifications and restraints attempted to be annexed to it, are incompatible with that full enjoyment thereof which the law allows ; then such conditions are repugnant, and the non-observance of them will not work a forfeiture. The foundation of the rule Foundation of being thus indicated, viz., the inconsistency between the "^"l^- gift and the conditions, it naturally follows that if the be- quest and the restraint are quite compatible with each other, the condition is good ; as for example, a bequest to A., either absolutely or for life ; but if he dispose of his interest to B., then the property to go to C. Here, the condition is valid, for it is not a general restraint upon A.'s power of alienation, but is merely partial, and may be equitable and proper {n). Sometimes, in these cases, a prohibition is construed as a limitation, but " whether the restriction be condition or limitation, must be decided by the intention of a testator, as collected from his Will " (o). To summarize what has been stated as to conditions Summary. (I) 1 Sto. Eq. Jut. § 291 ; 2 Id. L. C. in Conveyancing— Index. 386, 390 ; 1 Eop. Leg. 619, 802 ; hut (m) Bradley v. Peixoto, 3 Ves. read Bawsonv. Olwer-Massey, L.U. Z2i. Per Lord Alvanley. 1 Ch. Div, (N.S.), 410, 45 L. J. Ch. (n) 1 Hop. 787. 519, reversing a decision of the (o) Id. Ibid. Master of tlie Bolls. See also Tudor's 446 WILLS OF- PERSONAL PROPERTY. subsequent, we may say that, if they are impossible, illegal, contra bonos mores, utterly inconsistent with, and repugnant to, the terms of the gift, and the interests of the legatee, they are absolutely null and void, and this is so notwithstanding there being a bequest over(^). But where the conditions are in accordance with the law, or the restraints imposed are only partial, or when the pro- hibitions may fairly be construed as conditional limita- tions, or limitations, then they must be performed, or the bequest will go over, as directed by the Will. And with respect to conditions subsequent, to ask consent to mar- riage, if their terms cannot wholly be complied with, the bequest is absolute and goes to the legatee (q). Conditions subsequent, then, attached to a gift of any kind of property, intended to, or which probably may, operate in total restraint of marriage, are void — except in the case of a widow or widower (r) — though as to a man this was once doubted — where the gift would go over on her second marriage (r) ; yet those imposing special Scott V. Tyler .• limitatiotis or restraints are perfectly legal and effec- judgment. tive (r). Lord Thurlow, in the case mentioned below (r), enumerates a variety of conditions as to marriage which may be imposed on a legatee, and which he must per- form in order to secure his legacy. His lordship says : — " An injimction to ask consent is lawful, as not restraining marriage generally ; a condition that a widow shall not marry is not unlawful ; an annuity during widowhood ; a condition to marry or not to marry A. B. is good ; a con- dition prescribing due ceremonies, and place of marriage, is good ; still more is a condition good, which only limits the time to twenty-one, or any other reasonable age, pro- vided it be not used evasively to restrain marriage gene- rally." In this, however, his lordship merely enunciated (p) Poor V. Mial, 6 Mad. 32. coupled with a condition, that in ' (q) See 1 Eop. 802. the event of of his second marriage, (r) Scott V. Tyler, 2 L. C. Eq. the gift is to go over, the condition 178, and notes ; Newton v. Mars- is now valid. Allen v. Jackson, den, 2 J. & H. 356 ; 31 L. J. Ch. 45 L. J. Ch. App. 310, reversing a 690 ; Charlton v. Coombes, 4 Gift. decision of V.-C. Hall, 336. 382. If a gift is made to a vMowcr, ON MUTUAL OR CONJOINT WILLS, ETC. 447 the old rule of law, -which, as we have seen, had been stated long before by Godolphin, and which has since been followed. It is said by a learned writer that the Common Law of Difference T-i n 1 . 1, . , • T •, ,• • between a -Cingland, m allowing certam limitations upon marriage, condition and discovered no more favour to restraints thereon than did * limitation. the Civil Law, and that both systems allowed a limitation to qualify a gift, but rejected a condition (s). This brings us to notice more particularly the important and very old distinction which our law observes between the sets of circumstances indicated respectively by these two terms (t), and which may be well illustrated by the following modern case : — A Will, made in 1842, after directing payment by trustees illustrative of an annuity of £100 per annum to one M. B. for her life, "^^^ contained the following further declaration of trust : And if Miss A. K., the niece of the said M. B., shall be living and unmarried at the decease of the said M. B., do and shall, as a further mark of my sense of the obligation Mrs. M. B. has conferred upon me by her attention,' &c., pay to the said A. K. the sum of £2 10s. per month during the term of her natural life, if she shall so long remain sole and unmarried ; the first payment thereof to be made at the end of one month after the decease of the said M. B. Testator died in 1843. A. K. survived M. B., and after- wards, in 1848, married. The question was whether the annuity had determined, and the Lords Justices Knight- Bruce and Turner held the gift to be coupled with a limitation, as distinguished from a condition, and there- fore that the annuity ceased on the marriage of A. K., for she was not intended to take unless she was un- married at and after the death of M. B. (u). At («) "Wilmot's Cases, 375. to ScoUy. Tyler, 2 L. C. Eq. 217. (t) The following are aiathorities (u) Eeath v. Lewis, 3 De G. M. on the difference between conditions & G. 954 ; 22 L. J. Ch.' 721. In and limitations : — Fierce v. Jcmes, which Lord Justice Knight-Bruce Vent. 322 ; 2 Bac. Ab. Condition. comments on the anomalous state (H.) ; 2 Black. Comm. 155 ; 2 of the law on the subject of these Woodd. Vin. Leot. 143. The notes limitations concerning marriage. 448 WILLS OP PERSONAL PEOPEETY, Limitation defined. Different words required for condition and limitation respectively. Condition is a datum, whereas a limitation is 1/ucrwm cessans. first sight, it would appear as though this bequest had beeix encumbered with a condition subsequent in total restraint of marriage, which would have been vn ter- rorem and nugatory without a bequest over ; but, on closer examination, we shall find this is not so ; for the gift is analogous to one until marriage, and when the party marries, then either to go over or to cease, which is a valid limitation, and in the case of a widow always has been so (u). A legacy, then, given as above, is not really fetiliered by any condition (w), but merely modified by a limitation, " which is, as we have said before, the . bound or compass of an estate, or the time how long an estate shall continue " (w). Moreover, different words are required for the creation of a condition and a limitation respectively. The use of the following words in a Will or-deed make a condition : — Upon condition ; provided always ; so that ; that if it happen ; and the following words if used in a Will, will create a condition, though not if they occurred in a deed : — that he shall do ; on his doing ; with that in- tention ; to the effect ; for the purpose. Proper words of limitation are : while ; so long as ; until ; provided that ; so that ; as long as ; wheresoever ; as far as ; up to ; so long (x). We thus see that, while cuits generally form the essence of a condition, time generally forms that of a limitation ; and the exact difference between these terms is well expressed by saying that the former is damnwm, datum, whereas the latter is merely lucrum, cessans. If this distinction be applied to the facts in Heath v. Lewis, for instance, and other cases of a like nature, it will readily be perceived that the Lords Justices were right in holding (d) Cro. Eliz. 414. (w) 1 Shep. Toucli. by Preston, 117. (a;) " There is a whole category of cases from very early times down to a very recent decision of the Master of the Kolls, in which the words 'if,' 'when,' and 'so soon as' have heen held from the context not really to import contingency in the sense of a condition precedent or subse- quent to the vesting, hut to mean a proviso or condition subsec[uent, operating as a defeasance of an estate vested. ..." Andrew v. Andrew on Appeal, L. R. 1 Ch. Dlv. App. (N. S.), 410; 45 L. J. Ch. 232, Judgt. of L. J. James. ON MUTUAL OR CONJOIJiTT WILLS, ETC. 449 the bequest to be limited, but not conditioned, for it was only to cease on marriage, and was not qualified by any special proviso ^s to her marrying or not marrying. It may be said, however, that the legatee was held in ter- rorem by knowing that if she married, her annuity would thereupon cease; but if this were so, she was free to incur the result, and the intention of the testator, which is all-powerful in these, as in other testamentary cases, was simply that she should, if she desire to enjoy the annuity, remain unmarried as long as she did so. His object was clearly not to impose any prudential or other restraint on the legatee, which, had such been the case, would probably have amounted to a condition ; the legatee was to have her legacy, not upon a contingency, but until a particular time ; nothing was required to precede the vesting of the legacy ; nothing was to happen after the vesting ; the testator's intention was, as gathered from the whole Will, that the legatee was to enjoy something until, but not after, marriage, without any proviso or gift over. It was, therefore, not a condition, nor a conditional limitation, for the interest was not given over, but it was a pure limita- tion, and the legatee's interest in the bequest therefore determined when she married, although after the life- time of M. B. (z). A noticeable and important distinction between condi- Important tions and limitations is this, that whereas the former are tetweenTOu- required when legal, &c., to be strictly performed, limita- ditions and . ,1 T , ,, n. . Hmitations. tions are construed according to the sense and intention of testators, and it is not necessary that every particular circumstance connected with them should take place. What is or is not a condition precedent or subsequent in Intention a Will, depends not so much on merely technical words as on ^oa precedent the plain intention of the testator, to be deduced from the or subsequent, whole instrument (a). " Hence, although the expressions (z) As to conditional limitations, Cas. 337 ; and see the remarks of see 1 Eop. Leg. 789, 795 ; 2 Wms. Lord Kenyon, in Porter v. Shep- Exors. pt. 3, bk. 3, ch. 2, § 6, 1269. herd, 6 T. R. 668. (Contract.) (a) Eoberts v. Brett, 11 H. L. 450 WILLS OF PERSONAL PEOPEETY. The above doctrine ap- plicable to realty and personalty. Executory devise or bequest. used by him may appear to denote its dependence on a contingency, which may not happen, still, if the context of the Will clearly show his intention, that the event de- scribed was not to precede the vesting of the legacy, but the legatee should have it at a particular time, whether the contingency happened or not, the form in which the bequest is made, will not be permitted to create a prece- dent condition ; for in these and similar cases, Courts of Justice, in favour of the intention, consider the executory devises or bequests as limitations and not as conditions, which are required to be literally performed, previous to the vesting of any interest . . . ." (b). " Hence have arisen those cases where a testator de- vised to the child with which his wife was enceinte, and if it died before twenty-one, then over(c) ; the limitation over was held good, although the wife proved not to have been eTiceinte, and there was no express devise upon that event. The principle is obvious. The intention was clear that the limitation over should take place, if, in any event, the preceding was disappointed. The 'circum- stance, therefore, of there happening to be no child en ventre sa m&re, was not allowed to prevent the alternative be- quest, which would have been the necessary consequence, if the existence of the child en ventre sa mire had been adjudged a condition precedent " (d). The above principle, equally applicable to personalty as well as realty, has been applied to other cases, both at Law and Equity (cf), and whether the devise or bequest to the unborn child be void, or only become ineffectual by his not being born, the law is said to be the same (d). The meaning of the term " executory devise '' or " exe- (J) 1 Eop. ■ Leg. 750. An exe- cutory devise or bequest is one of a future interest not to take effect at testator's death, but limited to arise and vest on some future contin- gency. More strictly speaking, it is such a limitation of a future estate or interest, as the law admits in the case of a Will, though contrary to the rules of limitations in conveyances by Com- mon Law. Feame, by Butler, 381, 386. (c) Id. 648. (d) 1 Ibid. 648. ON MUTUAL OR CONJOINT WILLS, ETC. 451 cutory bequest " has, in its general sense, been stated ; but it may be useful here to look into the matter a little more fully. In its strict sense an executory devise is a limitation by Will, and by Will alone — testamentary documents being allowed greater latitude in their con- struction than those intended to operate inter vivos — of a future estate or interest in land, which cannot, con- sistently with the rules of law, be a remainder (e), that is, ''a remnant of an estate in lands or tenements, ex- pectant on a particular estate, created together with the same at one time" (/) Now, "in personal property, under which both chattels real and personal are comprised, there cannot be a remainder in the strict sense of that word ; and therefore every future bequest of personal pro- perty, whether it be preceded or not preceded by a prior bequest, or limited on a certain or an uncertain event, is an executory bequest." (g) By the common law, however, although a chattel itself could not be limited to A. for life and then over to B., yet the use of the chattel might have been so limited ; " but the doctrine has gradually obtained, and is now settled that, such limitations over in a Will, or by way of trust are good (h)," and these are what we term executory bequests (i). The foregoing digression on the subject of conditions precedent and subsequent — and which scarcely falls within the scope of the precise intention of this work — it is hoped will serve the reader better to understand what he will find stated in some of the reported cases falling under his observation, as to vested, conditional and contingent, and other kinds of legacies. To proceed : — A Will may be made by Intebroga- wm made by TORIES ; that is to say, when a person, too ill to articulate answer." ^""^ (e) 2 Pow. on Dev. by Jarman, Eq. 1. 237. (h) Feame, ut supra. (/) Co. Litt. 143 a. (i) Hor the further learning on (g) Feame Cont. Rem. 402 n., by this subject see Fearne Cont. Rem. Butler. As to executory trusts, see and Chap. I. on Executory Devises; Lm'd Glenorchy v. BosviUe, 1 L. C. also 8 Vin. Abr. 104, pi. 2. G G 2 452 WILLS OF PERSONAL PROPERTY. without paiu or difficulty, being at the point of death, and wishes to dispose of his property, questions may be put to him, the answer to which, with such interrogatories, may form his valid Will. There appear to be very few reported cases on the present subject, but the one cited below (]c) will illustrate our definition of a Will made by interro- gation. lUustratiTe One T. G. having been suddenly taken ill, sent for Mr. *^®" E., his solicitor, to make his Will. The solicitor found T. G. so unwell as to be scarcely able to speak, although his mental faculties were unimpaired. Mr. E., after a short interval, proposed, that in order to save the sick man from unnecessary exertion, he should ask him some ques- tions concerning what he wished as to the disposition of his property. This was assented to, and four questions were put to the testator, all of which he answered wholly in favour of his wife, the questions and answers being put into writing by the solicitor, each signed by two witnesses, and the last by the solicitor also. The writing was propounded as the Will of the deceased, whose next of kin opposed the widow's claim, but Sir John NichoU pronounced for the paper, and granted probate of it. In this case the contention of the next of kin was, that the document referred to was not of a testamentary character, but Sir Form of paper John NichoU, admitting its defective form, upheld it, as immaten . ^^^ ^^j^ being intelligible itself, but as being rendered still more so, when explained by the circumstances under Duty of the which it was made. "A Will," continued the learned of'iateiTo-^^^ .pdge, " made by interrogatories, is valid ; but, undoubt- gatory Wills, edly, wherever a Will is so made, the Court must be upon its guard against importunity, more jealous of its capacity, and more strict in requiring proof of spontaneity and volition than it would be in an ordinary case. But if Testator must there is clear capacity, if there is the animus testandi, he of sound ^^^ j,£ |j^g intention is or may be reduced into writing, mind ; free of the Court must pronounce for it. The testamentary act, Md uBdue^ in this instance, originates entirely with the deceased ; it influence. ^j,^ Gnen^r. Shipworth, 1 PhiUim. 53 (1809). ox MUTUAL XDR CONJOINT WILLS, ETC. 453 is proceeded in bj' question and answer, on account of the Gronnd of extreme difficulty he experienced in the articulation of his ^ntereogatory words, and not from any want of volition." Willa. With regard to the case, of Qreen v. SJcipwarth, we Case cited only should here observe, that it is useful only for the purpose ™rp"ose°of with which we here cite it, namely, to show what a Will illustration, made by question and answer amounts to. It will be ob- served that the learned judge who decided it founded his judgment on a circumstance which, since the passing of the Wills Act 1838, has been unavailable to support an in- formal testamentary paper as a valid Will. That circum- stance was that the questions and the replies given to them were at least equivalent to instructions for a more formal Will, and so became admissible to probate. Now in the General Report of the Commissioners appointed to Papers inquii-e into the practice and jurisdiction of the old Eccle- probate before siastical Courts in England and Wales [l), we find that ^*^8- these tribunals — which had jurisdiction over probate matters until January 1, 1838 — were accustomed to admit all sorts of informal papers to proof They even went so far as in some cases to uphold a document as a Will in which appeared neither the signature of the tes- tator nor that of witnesses, provided it might have been inferred from the contents and appearance of the in- strument that it was a complete act, done in the lifetime of the deceased, and that it expressed his final wishes as to the disposition of his personalty after his death ! (m). But now, all this, as we have pre- instructions viously seen, is altered, and we may here repeat that no ^^ * ^l'^ ^^^ mere instructions for a Will are of any use whatever to unless show a testator's intentions, and to prevent him dying ute^a^wm.^ intestate, unless those instructions have been executed and attested, just as the actual Will itself would have to be. By a Sham Will or codicil is here meant not one that Sham Will. (1) Printed fertile House of Com- («i) See the General' Report of mens in 1832. the Commissioners, p. 30. Sham Will. 4S4 WILLS OF PERSONAL PROPERTY. is forged or fabricated witli a felonious intent (m), but one duly made and executed by a testator, yet meant by him to have no testamentary operation and effect. In other words, a sham Will is one which, while " appearing to be a record of a testamentary act, is in reality the off- spring of a jest, or the result of a contrivance to effect some collateral object, and never seriously intended as a disposition of property " (o). Case of a The case cited below — characterised by the eminent judge who decided as remarkable in itself, and the ques- tion arising out of it of supreme importance — is in point. It appears a Mr. Smith made his Will in 1858, and in July, 1860, added thereto a codicil. These papers were propounded by the executors, and the persons entitled in distribution having been cited, some of them appeared and pleaded that, at the time of the execution of the Will and codicil, testator was of unsound mind. The pleadings were afterwards amended by adding a further plea, to the effect that the writing of 1860 was not the codicil of the deceased at all, and it was upon this new answer that the whole case turned. The case was tried by Sir J. P. Wilde, with a common jury, and the following facts were deposed to. By the Will of 1858, the deceased had divided his property equally among his children, of whom a Mrs. Julia Mason was one. A dispute, it seems, had arisen between the family of the testator and that of his daughter's mother- in-law, a Mrs. Marshall, as to some property occupied by the latter, and this dispute the testator had been very ■anxious to settle. With that view, he had an agreement drawn up, which he wished Mrs. Marshall to sign, and to frighten her into complying with his wishes, he gave instructions for the codicil of 1860, by which, in terms he purported to revoke his gift to his daughter, the daughter- in-law of the unyielding Mrs. Marshall. But it appears («) As to which see ante, p. 428. Smith, 3 Sw. & Tr. 283 ; 33 L. J. (o) Per Sir P. Wilde in Lister v. P. & M. 29. ON MUTUAL OR CONJOINT WILLS, ETC. 455 Onys pro- bandi. from the evidence of the deceased's brother that, both at the time of giving instructions for this paper to his solicitor, and also at the time of executing it, he did not really intend to deprive Mrs. Mason of her share of his pro- perty, but that the sole object of the codicil was to induce Mrs. Marshall to sign the before-mentioned agreement. Sir J. P. Wilde, in summing up to the jury, thus con- Question for - eluded his address : — " The simple question I put to you *® J™^- is this : Are you satisfied or not upon the evidence you have heard that this codicil was intended to be mere waste paper, nothing but a sham ? The presumption is. Presumption that it was intended to be an effective instrument, and ^" ^^^^^ "^^^^ it is the duty of those who say it was not so intended to make out that proposition very clearly." The jury found that the testator never meant the codicil to have any testamentary operation, whereupon the Court took time to consider what decree it would pronounce upon the verdict (^). Shortly after this. Dr. Tristram appeared for the exe- cutors, and asked the Court to decree probate of the Will only. The learned counsel in the course of an elaborate argument, for which he was thanked by the Court, having stated all the known authorities with regard to these sham Wills, Sir J. P. Wilde complied, though some- what hesitatingly, with the request of the executors, and granted probate of the Will only. His lordship, in re- marking upon the danger of incautiously refusing pro- bate to a duly executed paper, said : — " The momentous Remarks of consequences of permitting parol evidence to outweigh Sir J. P. Wilde, the sanction of a solemn act are obvious. It has a ten- dency to place all Wills at the mercy of a parol story, that the testator did not mean what he said. On the other {p) The perverse or erroneous verdict of a jury is not binding on the Probate Division of the High Court of Justice, any more than that of a jury is binding on a judge trying an action in a Common Law Division, for the verdict avails nothing unless judg- ment be entered for the party in whose favour it is given. 456 WILLS OF PERSONAL PROPERTY. Evidence re- quired to prevent Court duly executed paper. Duplicate Wills. hand, if the fact is plainly and conclusively made out that the paper was in reality the offspring of a jest, or the result of a contrivance to effect some collateral object, and never intended seriously as a disposition of property, it is not reasonable that the Court should turn it into an effec- tive instrument ; and such, no doubt, is the law. There must be the animUs testandi. . . . But the Court ought not, I think, to permit the fact to be taken as established unless the evidence is very cogent and conclusive In this case the Court is satisfied, and therefore it pro- nounces for the Will and against the codicil." It is clear, then, that testators who make testamentary papers simply with a view to further ulterior purposes, run a great risk of having their sham Wills established, and their real objects frustrated. The folly and absurdity also of attempting such experiments is obvious, and in the case just examined, it appeared as a matter of fact that the testator's solicitor, after in vain pointing out the above probability to the deceased, declined to have anything to do with the execution of the codicil, which, fortunately, as we have seen, was pronounced against, yet only on the most cogent evidenge of its real object. Lastljr, we may mention Duplicate Wills or codicils, the nature of which is sufficiently indicated by their name. Questions sometimes arise as to whether two similar papers were intended by a testator to operate as distinct documents, or whether they are merely duplicates of each other. Such was the case in Hubbard v. Alexander (q), in which it was contended that the Court could not receive evidence of the testator's intention. V.-C. Bacon, however, decided that the law was well -settled that he could receive evidence for the purpose of ascertaining whether the two instruments were intended to be separate or duplicates, but not for any purposes of construction. (s) 45 L. J. Ch. 740. CHAPTER X. OF EXECUTORS AND ADMINISTRATORS. In a previous portion of this book some reference has been made to executors and administrators ; in the present chapter it is proposed to place before the reader a slight sketch on the law regarding persons in these positions. The points noted will be those of practical importance, and will be stated with as much conciseness as the subject admits of, consistently with utility. An EXECUTOR is he to whom the execution of the An executor. directions contained in a Will of personal estate is, by the testator's appointment in such Will, confided (a) ; and this is the only way in which the office of executor can be created. At the present day almost any person may be nominated Who may le to, and hold the office of, executor, the general rule being that whoever is capable of making a Will may be an executor. " There are few or none who, by our law, are disabled on account of their crimes from being executors ; and therefore it has always been holden, that persons attainted or outlawed may sue as executors, because they sue in auter droit, and for the benefit of the persons deceased" (&). Of course, lunatics, idiots, and persons of weak intellect Who may not - arising from any cause, or persons suffering from such bodily infirmity as would incapacitate them from per- forming the duties of the office, cannot be executors. The following persons, whose position may be looked Persona in upon as exceptional, may be appointed executors : positionTwho may be such. (a) 2 Blaokv Comm. 503 ; ante, (5) 1 Wms. Exors. Pt. 1, bk. 3, pp. 69, 60. ch. 1, 235, 458 WILLS OF PERSONAL PEOPEETY. The Sovereign. Infants may be nominated, but cannot act during their minority. Married women. Alien friends and enemies. Partnersbip firms and corporations. A convicted (1.) The Sovereign, who, however, in consideration of the other important duties supposed to devolve on the holder of that office, may, unlike any other executor, delegate the performance of his duties as such to other persons (c). (2.) Aa infant, and even an unborn child, may be nominated an executor, but they are not per- mitted to act as sole executors until they attain the age of twenty-one {d), before which time administration cum testamento annexo is granted to some other person, who is styled administrator durante minore estate. If, however, there should be two executors appointed, one of full age and the other a minor, then such adminis- tration is not granted, because the former can execute the office (e). (3.) A married woman may be appointed executrix of a Will, but her husband's consent is necessaiy to enable her to accept the office ; and, on the other hand, he cannot compel her to accept it if she be unwilling to do so (/). (4.) An alien friend may act (g), and so may an alien enemy, if he be a peaceful resident in this country, or be here under the sanction of the Royal license, or have come into the country under a safe conduct (h). (5.) A partnership firm (i) or a corporation sole (k), or aggregate (Jc), may respectively be constituted executors. It appears to have been once thought that a person (c) 3 Bao. Abr. Tit. Executor, 5. (d) 38 G. 3, c. 87, s. 6. (e) 1 Wms. Exors. Pt. 1, bk. 3, oh. 1, 231. (/) Id. 232, 234. (g) 3 Bac. Abr. Tit. Executor, 6. (h) 1 Bac. Abr. Tit. Alien, 5, 137. (i) In the goods of Femie, 6 IT. C. 657. (k) 3 Bac. Abr. Tit. Executor, 5. A corporation sole is where it con- sists of one person only, as the So- vereign, a Bishop, or Dean ; it is aggregate where it consists of seve- ral persons, as that of the City of London. OF EXECUTOHS AND ADMINISTEATOES. 459 convicted of treason or felony could not have probate felon may be granted to him as executor of a Will ; but this question was settled by Sir Gresswell Cresswell, in 1861, in the case of STnethurst v. Tomlin & Bankes (I). The point Case arose indirectly out of the celebrated Smethurst poisoning case, the plaintiff being the person who was accused of murdering Miss Isabella Bankes, of whose Will he sought and obtained probate. After S. had propounded the Will as executor, the defendants, who were the next of kin of the deceased, having pleaded among other pleas that the plaintiff had been convicted of felony, and sentenced to a term of imprisonment, the plaintiff demurred to such plea, and the Court allowed the demurrer. Sir Cresswell, after remarking that the circumstance of WHether time the plaintiff's term of imprisonment having expired ^ent^oTer'^' before the date of the plea, was, in his opinion, immaterial, tefore asking mi . • J J.1 1 for probate not says : Ine questions argued upon the demurrer were, material. whether a felon can be an executor, and whether, if he may be, he can claim probate of the Will aftei" his convic- tion ? " There is little to be found in the books upon this subject. The authorities, however, clearly establish these points : — First, that where a Will has been made, and an Will once executor appointed, the Ordinary [now represented by the ™t'-'y'j ^o Pjesident of the Probate Division and Admiralty Division probate, where of the High Court of Justice] cannot exercise any discre- Itsentr tion as to granting or refusing probate (m). If he refuses Ground for probate it must be on the ground of some legal disability, ^[^''^u? ^ * recognised and allowed by the Common Law, and not the executed. Canon Law only. Secondly, that an executor who has obtained probate, notwithstanding a conviction of felony, and notwithstanding outlawry or attainder, may continue to act as executor, and maintain actions, and exercise all other rights of an executor. This shows that the office of executor is not forfeited ; and if his testator were himself an executor, he would represent him in that capacity. (l) 2 Sw. & Tr. 143 ; 30 L. J. P. (m) That means, of course, in & M. 269. the absence of fraud, &c. 460 WILLS OP PERSONAL PROPERTY. Felon may act The Only question upon which doubt can be entertained is, whether an executor, having been convicted of felony even if felony- committed after testator's death. ajler the death of the testator, is in a condition to ask for probate. I find no authority for saying that he shall not be admitted to prove the Will." The most cogent argument which appears to have been advanced against the demurrer in the above case was this : — ;How, said the counsel for the defendants, could a felon, when undergoing imprisonment, perform the duties of his office, pay debts, &c. To that question Sir C. Cresswell replied, that "he might appoint an attorney," that is an agent, to act for him ; but this obiter dictwn of the very learned judge appears to be open to comment, since it is an axiom of that branch of the law which governs executors that " an executor, being a private oflScer of trust named as such by a testator, and not the law, he may refuse, but cannot assign the office, although it seems that by a testator's direction he may appoint a co-executor and trustee (n). Surely if an exe- cutor were imprisoned, or undergoing a long sentence of penal servitude, he ought not to be able to appoint an («) See the curious case of Jach- son V. Paulet, 2 Bob. Ecc. Eep. ' 344, where a testator bequeathed his estate iii trust to J. & G. , who were nominated executors, with di- rections — conjointly with the widow — to appoint a third person as trustee and executor. Sir H. J. Fust decided that they might do so, provided J. and 6. proved the Will first. See also In the goods of Ry- der, 2 Sw. & Tr. 127 ; 31 L. J. P. & M. 215. Here A. H. R. in her "Will said:— "I must beg S. P. C. to appoint some one to see this my "Will executed." S. P. C. filed iu the Registry an appointment of him- self as executor, and Sir C. Cresswell granted probate to him as such. An executor or administrator may, however, mortgage or pledge the property of his testator or iates- tate, and give the purchaser a power of sale of the property in case of de- fault in payment of the mortgage money. There can be in such a case no violation of the maxim dele- gatus non potest delegare, because an executor or administrator being ab- solute owner of the property which comes to him, subject to the rules against fraud and coUusion, he must on grounds of public eonveuience be in a position to make a good title to the property he sells or mortgages. See Bussell v. Plaice, 18 Beav. 21 ; 23 L. J. Ch. 441 ; approved by Lord Hatherley, C, in £arl Vane v. Bigden, L. B. 5 Ch. 663 ; 39 L. J. Ch. 797 ; but especially read Oorser Y. Oartwright, L. R. 7 H. L. 731,, 45 L. J.Ch. (H. L.)605. OV EXECUTOKS AND ADMINISTRATORS. 461 agent to act for him until the expiration of the term for which he was sentenced, because the appointment would amount to an assignment of his office, no matter whether the period of such assignment might be a long one or not, and it is not improbable that the agent might be an extremely unfit person. In reply to Sir C. Cress- well's observation, the case of Evans v. Tyler (o) was cited, as showing the power of the Court to set aside a person 'physically incapable of acting as executor ; and it seems difficult to imagine a person less physically able to discharge the active duties of an executor than a pri- soner. It is true that in very many cases of executorships there is a solicitor appointed to transact the business of the office, but he does not perform the duties of the office, for these cannot be assigned, and, of course, the signing of cheques and so forth can only be done by the executors. We have hithqi'to imagined the case of a sole executor ; One of several but when there are several, and one is a felon under- feion. going punishment, the rest would act in his absence. It really seems, then, as a matter of common sense, that if a sole executor should happen to be a prisoner under- going his sentence at the time of, or aftej the testator's death, he is so incapable of acting as executor as to bring such case within the rules under which administration cum testamento annexo is granted, for if cited to accept or refuse, could he appear, unless by habeas corpus ? Until, however, the judgment of Sir C. Cress well is reversed, the law is that he may, notwithstanding the fact of imprison- ment, ask for and obtain probate of his testator's Will. An executor derives his authority to act as such solely Executor's from the Will of- the testator who appoints him, and as a der^°e"*from consequence of this principle, his interest is completely *•»« ^^^ > vested at the instant of his testator's death. Accordingly, before authenticating the Will by taking and therefore probate of it, he may perform almost every act which is form Ylmost incident to the office he holds. "Not to mention the every act ^ incideut to his office (o) 2 EoK Ecc. Rep. 128. before probate. 462 WILLS 01" PERSONAL PROPERTY. What acts he may perform. Qualification of above rule. Why an executor is clothed with such powers. Meaning of term probate. funeral, he may make an inventory, and possess himself of the testator's effects : he may enter peaceably into the house of the heir, and take specialties and other securities, for the debts due to the deceased, or remove his goods : he may pay or take releases of debts owing from the estate : he may receive or release debts which are owing to it : he may sell, give away, or otherwise dispose, at his discretion, of the goods and chattels of the testator : he may assent to or pay legacies : he may enter on the testator's terms for years : he may commence actions in right of the testator, as for trespass committed, or goods taken, or on a contract in the testator's lifetime, although he cannot declare [now, deliver his statement of claim] until probate, which, however, will have relation to the time of issuing the writ" (p). Such are some of the acts which an executor, before probate is granted of the Will, is warranted in perfoi-ming, and which his death before probate will not annul ; but of course we need hardly say that, as he is acting in trust for all parties interested under the Will, or the general pur- poses thereof, he will coUusively or fraudulently perform any of the acts above mentioned, at the risk of being called upon to account for what he has done before the proper tribunals (g). For it is to be borne in mind that the true reason why such great powers are vested by law in an executor, is to enable him, standing as he does ia the place of his testator, effectually to possess himself of his testator's property, so as therefore the better to dis- charge his duties to those who have claims upon the estate committed to his care. Accordingly, notwithstanding his ex- tensive authority, he cannot bequeath the testator's assets. By the term probate is meant the authentication or official validation of a Will by the course pointed out by law, and rules framed thereon for that purpose (r). Now, (y) Toller Exors. 45 ; 1 Wms. Exors. Ft. 1, bk. 4, eh. 1, § 2, 302 ; 2 Wms. Exors. Pt. 3, bk. 1, ch. 1, 932, et seqq. (q) See 2 Wms. Exors. Pt. 5, bk. 2, chaps. 1-4, 1930 to the end of the treatise. (r) See 20 & 21 Vict. c. 77, ss. OF EXECUTORS AND ADMINISTEATOIIS. 4G3 after an executor, to whom personal property is bequeathed Effect of . r T • ii probate on as a trustee thereof, " the circumstance oi taking probate executor's of the Will is itself an acceptance of the particular trusts : position. Therefore, where the Will contains express dii-ections what the executors are to do, an executor, who proves the Will, must do all which he is directed to do as executor, and he cannot say that though executor he is not clothed with any of these trusts " (s). It must not be supposed, however, that it is merely in what con- from this official recognition of the validity of a Will efficacy of a that an executor derives his power to act in his office; 1^^"*°*^™' this, we repeat, he receives wholly and solely from the Will itself (t). The great efficacy of the probate thereof lies in this, that it not only authenticates and is conclusive evidence of the executor's title, but is the only evidence that can be given to prove that title in a Court of Justice ; for the Will itself, or a copy of it unproved, is not evidence («). The circumstance that an executor's power comes to him The great directly from the testator's Will, is that which constitutes difference •' between the the main difference between an executor and an Adminis- office of TEATOR {v), for the latter derives his title from the law adm^Xtor. through his appointment to the office by the High Court Source of an of Justice, in its Probate Division. Accordingly, unlike an admimstrator'a , . , power. executor who can, as we see, act before taking probate, an administrator can do next to nothing (w) until empowered 29, 30, and the Rules of the Prin- See the Judgt. of Lord Wensleydale cipal Registry of the Probate Divi- in WhiAr v. Ewme, 7 H. L Cas. sion of the High Court of Justice in 124 ; 28 L. J. Ch. 396. As to pro- Contentious and N on- Contentious bate of Wills as evidence, in ac- Business. See the treatises on Pro- tions concerning testamentary dis- bate by Mr. G. Browne, or that of positions of realty, see 20 & 21 Vict. Mr. Coote. c 77, s. 64. (s) 2 Wms. Exors. Pt. 4, bk. 2, (v) Ante, p. 61. As to intestacy, ch. 2, § 2, 1796 ; see also Id. Pt. 3, see ibid-., and meaning of Letters of ■fak. 1 , ch. 1, 932, and note (/) p. Administration, 62. 933. (w) For instances where letters of (i) 1 "Wms. Exors. Pt. 1, bk. 4, administration have been held to ch. 1, § 293. iave relation to the time of an in- (m) Pitmey v. Finney, 8 B. & C. testate's death, so as to give validity 335. The probate is also conclusive to acts done by an administrator evidence that a Will is in the proper before the grant, see 1 Wms. Exors. form of a testator's place of domicj'Ze. Pt. 1, bk. 5, ch. 1, § 2, 406. 464 WILLS OF PERSONAL PROPERTY. Claims by or against an executor or administrator may now be joined with claims by or against him personally. Probate can- not issue •within seven days from the testator's death. Precise time when Will mViSt be proved is uncertain. Practice where three years have elapsed since death of testator. by the Court, by virtue of the grant of Letters of Adminis- tration for such purpose. That species of misconduct with which we have said that executors are liable to be charged, "is called in law a devastavit, that is, a wasting of the assets ; and is defined to be a mismanagement of the estate and effects of the deceased, in squandering and misapplying the assets contrary to the duty imposed upon them, for which executors or administrators shall answer out of their own pockets, as far as they had, or might have had, assets of the de- ceased; " and this rule applies equally to administrators {x). Claims by or against an administrator as such may now (y) be joined with claims by or against him per- sonally : provided the last-mentioned claims are alleged to arise with reference to the estate in respect of which the plaintiff or defendant sues, or is sued as executor or ad- ministrator. Probate of a Will, or Letters of Administration with Will annexed, cannot issue until after the lapse of seven days from the testator's decease ; and general Administration can- not issue until fourteen days after that event, unless under the direction of the President of the Probate Division, or by order of two of the Registrars (z). The precise period after a person's death when his Will inust be proved, or power to administer his effects must be applied for is, it appears, uncertain (a), but if these proceedings be deferred' for three years after the testator's or intestate's death, the reason of such delay must be certified to the Registrars of the Probate Division, who may require such proof of the alleged cause of delay as they may see fit (6). (x) 1 Wms. Exors., as in preced- ing note. Such acts on the part of an executor or administrator, as will amount or not to a devastavit, will be found in "Wms. Exors. as above, pp. 1796-1841. (t/) Order XVII. Rule 5, under the Judicature Act, 1875. For- merly this could not be done, and the change in the law is noteworthy. (a) See the General Rules for the Registrars of the Principal Registry in Non-contentious Business, 1862, 43 & 44. ,As to the practice in District Registries, see 20 & 21 Yict. c. 77, ss. 46-53, and the Rules of 1863. (a) 1 Wms. Exors. Pt. 1, bk. 4, oh. 2, § 2, 318. (b) No. 45 of the Rules mentioned in note (s). OF EXECUTORS AND ADMINISTEATOES. 465 This, however, applies where the effects of the deceased Effect of have not been intermeddled with; hut if an executor intermeddling once perform any act of administration concerning the ^'* property, property, he is bound to proceed, and if he omit to take probate within six months after the death of the deceased, or within two calendar months after the termination of an action or dispute as to the Will, he is liable to pay a penalty of £100 (c). Also the Commissioners of Inland Revenue may sue out of the Exchequer Division of the High Court of Justice a writ or summons calling upon him to deliver to them an account of the estate of the deceased, together with its value, and pay the duty thereon, or show cause why he should not do so {d). An executor who has interfered in any way with the Citation to ex- property — that is, so as to amount to an act of administra- ^^^ ^^' tion, without having taken probate — may be served with a ^°^ taking citation, issuing out of the Probate Division Registry, calling upon him to enter an appearance within a certain time, and to take probate of the Will. If he refuse to appear, or appear and refuse to take probate, the costs of the proceedings will fall upon him, and he may be liable to attachment in case of a continued refusal (e). In like manner the High Court of Justice, by its Pro- Where ex- bate Division, may cite a hesitating' executor to take or tatesasto' refuse probate, in order to prevent the administration of refusing or , . J 1 / ^N i~( accepting the estate bemg delayed (/). Supposing, however, such probate, executor to accept probate, the law allows him a year in which to pay debts, legacies, and to generally wind up the affairs of his testator ; but this may be done as quickly as possible if the state of the testator's assets will admit of such expedition being used (g). Generally speaking, after administration is granted, the Power of power of an administrator as to paying debts, collecting aft"r'rec3y^g (c) 59 Geo. 3, c. 184, s. 137. (/) 1 Wms. Exors. Pt. 1, bk. 3, {d) 28 &29 Vict. c. 104, s. 57. ch. 8, § 1, 274. (e) See Mordatmty. Clarke, L. E. {g) 2 Id. Pt. 3, bk. 3, ch. 4, § 4, 1 P. & D. 692 ; 38 L. J. P. & M. 45. 1387. H H 466 WILLS OF PERSONAL PEOPEETY. letters of administia- tion, equal to that of execntor. Executors or administrators bound to proceed in a certain speci- fied manner as to payment of debts. Tbeir right to retain their own debts. They are also bound to exercise the right to retain for benefit of others. Order of procedure by executors or administrators. Funeral of testator. the effects, is equal to and with that of an executor (m) ; but where an ordinary administrator — that is, one having no testamentary paper for his guidance — distributes an intestate's effects, he does so under the Statute of Distri- butions, 22 & 23 Car. 2, Cj 10, which will be treated of in our Chapter on the Jurisdiction of the Probate Division of the High Court of Justice. " The situation of an executor or administrator is fre- quently one of great difficulty. The law imposes on him the burden of paying the debts of the testator or intestate in a particular order. On the other hand, it confers on him certain privileges. One of these privileges is, that among creditors of equal degree, he may pay one in pre- ference to another" (n). He has, moreover, " a right to retain for his own debt due to him from the deceased, in preference to all other creditors of equal degree" (o). Further, an executor or administrator has, as against the general creditors of the estate, not only the right of re- taining out of the assets of his testator or intestate, debts due to himself as an individual, or as a cestui que trust, but also has, and is bound to exercise, the right to retain out of such assets due to him, debts due to him in the character of trustee for others (p). Having seen then, that the law compels an executor or administrator to perform the duties devolving upon him by certain regular steps, we will now state these in the order of their performance. 1. The executor must, in the first place, bury the de- ceased according to his rank and circumstances, and the (m) 2 Wms. Exors. Ft. 3, bk. 1, ch. 1, 925. (to) Id. pt. 3. bk. 2, ch. 2, § 6, 1032, quoting from the judgment of Abbott, C. J., in Lyfileton v. Cross, 3 B. & C. 322. (o) 2 Wms. Exors. 1039. See cases of this kind in Toller, Exors. 290. Of course Equity will inter- pose to prevent him from perverting this privilege to the purposes of &aud. ToUer, 298. (p) Sander v. Heathfield, L. E. 19 Eq. 21, 44 L. J. Ch. 113 ; in which Vice-Chancellor Malins observed that the doctrine of re- tainer was purely one of law, and had always been really disapproved of in Equity, although where there was a legal right to retain. Equity never took it away. OF EXECUTORS AND ADMINISTEATOES. 467 expenses for doing this are allowed in preference to all Priority of debts and charges. But the executor is not iustified in ^'^^'^^i^^- " _' penses over incurring extravagant funeral expenses, and if he is not all debts, &c. perfectly certain that his testator's estate is solvent, he Where estate wiU do well to incur only those which are absolutely neces- tel^gXe^nt sary. Where the estate is well known to the executor to be insolvent, the only outlay which he is warranted in making for the testator*s funeral are for the cofiin, shroud, tolling the bell, the fees of the parson, sexton, and bearers ; but not for the pall or ornamental additions to the cere- mony, or for refreshments (g). As, however, an executor is not always in a position to Where it is ascertain with precision what may be the condition of the to'be°o7 testator's monetary affairs before his burial, an executor will not be held responsible on light grounds even for undue extravagance. This is so, especially where the testator's Will misleads him, as in the case of an insolvent person affecting to bequeath substantial legacies, and has lived in a style which would seem to prove his ability to do so. Under such circumstances an executor might reasonably suppose that in incurring funeral expenses other than those mentioned above, he would be burying the deceased simply according to his or her condition in life (r), which must be the executor's guide in the fulfil- ment of this particular portion of his duty. Any person may with safety incur the proper expenses a person may of burying a corpse, where this duty is neglected by those ^^^ *'^? upon whom it naturally and properly devolves ; and a without stranger doing so will not be deemed to have intermeddled executof (fe with the deceased's affairs so as to render himself liable «"" ''^'• as an executor or administrator (s). If such person pays the expenses out of his own pocket, he may sue the executor — on the ground of an implied promise to pay — in the event of a refusal to reimburse him ; but it is a good defence iq) Toller, Exors. 245, 246. ch. 1, § 1, 969. (?•) Stag V. Punter, 3 Atk. 119, (g) Toller, Exors. ui mpra. cited' 2 Wms. Exors. pt. 3, bk. 2, H H 2 468 WILLS OP PERSONAL PROPERTY. Proving the wm. Inventory. Present practice as to making an inventory. It is the duty of a repre- sentative in point of law to make an inventory. to such an action to prove that the testator left no assets (t). 2. After the funeral, the next thing to be done is to prove the Will, and, ii it he one disposing of or affecting real estate — except id the case of copyholds — in the counties of York or Middlesex, to register it in the proper offices for that purpose (u). If the deceased has died intestate, letters of administration must be taken out. 3. An executor or administrator, before each can admi- nister — except where this proceeding cannot be deferred, as in the case of disposing of perishable articles — is bound by the Statute 21 H. 8, c. 5, to make an inventory of the deceased's personal estate and effects, in the presence of, at least, two of his creditors or legatees or next of kin, and in their absence of two respectable persons. The object of this enactment was, of course, to protect the interests of persons possessing any claim upon the tes- tator's or intestate's property ; but it is obvious that in very many cases, to make an inventory would not be in any degree necessary. Accordingly, " in modern practice, •^ neither the executor or administrator, in general cases, exhibits any inventory whatsoever, unless he be cited for that pui-pose in the Spiritual Court [that is now the Pro- bate Division of the High Court of Justice], at the instance of a party interested" (x), who may, within a reasonable time — which is, however, not specified by the law — call for an inventory as a right, and even if his interest be only of an apparent character (y). In point of law, therefore, it is the duty of an executor or administrator to make an inventory, and, as observed in Toller on Executors (z), it is the part of a prudent person in the above position, to see that the effects are {{) 2 "Wms. Exors. pt. 4, bk. 2, eh. 2, § 1, 1787-1791. {u) Read the note at page 111 of Hayes & Jarman's Forms of Wills. (k) 2 "Wms. Exors. pt. 3, bk. 2, ch. 1, § 3, 975. (y) Id. 976. (z) P. 249. OF EXECUTORS AND ADMINISTRATORS. 4^9 duly appraised, and reduced into an inventory — for reasons that will occur to most minds. If an inventory be made, it must contain a full, true, Nature of tie and perfect description and estimate of all the chattels "i^^^*"^ ^ -"^ . ... required. real (a) and personal, both in possession and m action, but not leaseholds for lives (b) which the deceased may have died possessed of, and such only, for to them the executor or administrator is entitled in his representative character, as distinguished from the widow) heir, or a donee Tnortis causa of the testator or intestate. 4. Supposing an inventory to be made, the next step of Collecting the the executor or administrator is to collect the effects of ™^'=*^- the deceased. It might appear at first sight as though this operation were included in the former one of making the inventory ; but a little reflection will show such not to be necessarily the case. For instance, a man may leave property in various parts of the country ; and, again, as the inventory is to include choses in action, before these could be collected, the executor or administrator might have to go to law to recover them. The sense in which the term "collect" is here used appears to be that of taking possession of the deceased's personalty, or re- moving it into such a position that the executor or ad- ministrator may the better perform the duties devolving upon, and for this reason the law requires executors and administrators to use all diligence in so collecting the effects which they have to distribute or account for. 6. The executor or administrator having acquired pos- session of the testator's or intestate's personal estate, he must proceed to discharge the debts of either, and the order of procedure as to this is of great importance, and is prescribed by the law, which of course will override any directions of a deceased person of a contrary character on the subject. The limits of this book will merely permit us to show this order in the barest possible manner, and it (a) See ante, p. 79 et seq., also (6) Ante, p. 176. 133. 470 WILLS OF PERSONAL PROPERTY. Order of payment of debts. Where the an overseer, officer of a Friendly Society, or treasurer to the Paving Commis- sioners. Debts of record due to a subject. is as follows : — The executor or administrator pays the debts of the deceased thus : (c) (1) His funeral expenses. (2) Those incurred in proving his Will, or in taking out letters of administration, or in a proper adminis- tration suit. (3) Debts due to the Crown as taxes, or those due to the same by record or specialty, and, if these latter are sufficient to swallow up the whole estate, they must, notwithstanding that fact, be paid. But this rule applies only to debts of the above description. If the deceased person should happen to have been an overseer of the poor (d), a duly appointed officer of a Friendly Society (e), a treasurer or collector to the Metro- politan Faving Commissioners (/), all sums of money which shall be held by him in each of the above offices must be handed over by his pei-sonal representative to the churchwardens, the Friendly Society, or the Commissioners, respectively, within certain periods specified — ^forty days in the two first — before any debts of the deceased are paid, excepting, presumably, those due to the Crown as aforesaid. And where an officer or soldier dies on service, the expenses of his last illness, his military debts — ^which are defined in the Statute mentioned below (g) — ^will be deemed preferential charges on his personal property, and be payable in preference to all other debts and liabilities, and in a certain order (g). (4) Poor and local rates. (5) Debts of record, that is to say, debts due to persons who have obtained a judgment against the de- ceased in a Court of Record, and which has not been satisfied. In other words, judgment creditors are next to be paid, for their claims form a con- (c) On the authority of Williams on Exeeviors, vol. ii. pt. 3, bk. 2, ch. 2, § 1, 988 et seq., and ToUer on Executors, bk. 3, oh. 2, § 1, 257 d seq. {d) 17 Geo. 2, c. 38, s. 3. (e) 18 & 19 Vict. c. 63, s. 23. if) 57 Geo. 3, c. 22, s. 51. {g) 25 & 26 Viet. o. 57, pt. 1, . i. OF EXECUTORS AND ADMINISTRATORS. 471 tract of the highest nature, as between subject and subject (h). A Court of Kecord is one where the proceedings transacted are transcribed, enrolled, and retained, and it appears that all Courts which have the power to hold plea of debt above forty shillings are to be considered as Courts of Re- cord (i). When any judgment is pronounced by the present High Court of Justice the entry of the judgment shall be dated as of the day on which such judgment is pronounced, and the judgment shall take effect from that date (k). In debts of record are included those due under Beoognizances, Becogniz,ances, Statutes Merchant, StatvCtes ^j^^^'J ^^' Staple, and recognizances in the nature of a Sta- Statute tute Staple. The two latter terms are now prac- tically obsolete, and the reader is referred to the authorities mentioned below for further informa- tion concerning them (l). We may, however, remark that a judgment debt was always regarded as of more importance than one due by Statute Merchant or Statute Staple ; for a judgment, it is seen, is a proceeding in invitum, while a debt founded on the Statutes Merchant or Staple is one incurred voluntarily in every case. By a Recognizance is meant an obligation of record Meaning of which a man enters into before some Court of record or *^.™ ^^""S" mzcmce. magistrate duly authorized, with condition to do some particular act, as to appear at the Assizes as prosecutor, witness, or defendant, to keep the peace, to pay a debt, or {h) See 2 Black. Com. 465. called in the Equity and C. L. (i) 2 Wms. Exors. pt. 3, bk. 2, Divisions of the H. C. J. a judg- c. 2, § 2, 997, quoting Went. Off. ment. Jud. Act, 1873, sect. 100. Ex. 271. {I) 2 "Wms. Exors. pt. 3, hk. 2, {h) Judicature Act, 1875, Order ch. 2, ■§ 3, 1007 ; 2 Steph. Comm. XLI. Rule 2. Before this Act, it 202 ; Coote on Mortgage, 74 ; was a rule that a decree in Equity Mlis v. Begina, 4 Exch. Eep. 652 ; was equal to a judgment at law. 19 L. J. Ex. 77, affirmed as Begina The former term has, however, given v. Ellis, in 6 Exch. Eep. 95 ; 20 L. place to the latter, and what was J. Ex. 348. formerly termed a decree is now 472 WILLS OF PERSONAL PROPERTY. Debts by specialty and simple con- tract on same footing since 1870. Seal estate, descending or devised, charged or not with payment of debts. the like. Accordingly we see that the obligation in question may be entered into either to the Crown or to a subject. The person who enters into the recognizance is called the recognizor, the other the recognizee, and the term recog- nizance means simply acknowledges — cognoscit — a fonner debt upon record (m). When the recognizance is duly enrolled, but not before, it takes precedence over all spe- cialty debts : if it is not enrolled, the creditor claiming under it is nevertheless entitled to rank as a bond cre- ditor, that is, one possessing a credit secured by bond (n). (6) Debts by specialty, that is to say, by instruments under seal by the debtor (o), also rents, wages of servants, clerks, and labourers. But now all cre- ditors, since January 1 , 1870, creditors of a deceased person stand in equal degree, and are to be paid accordingly out of the assets of a deceased person, whether they are legal or equitable assets (p). If a deceased person leaves personalty and realty, the latter may perhaps be devised expressly charged with the payment of his debts, to be sold for payment of his debts, not charged at all ; or the property may descend with or without such incumbrance. But if realty be ordered by the testator to be sold for payment of his debts, or the property is not charged and descends, or if it be devised and is or is not charged, his creditors, both by specialty and simple contract, will be entitled^ to claim pari passu (j). In short, a devise of lands for payment of, or charged with, debts, although the persons to whom they are devised, or who are directed to sell them, are («i) 2 Black. Comm. 341. («) See 2 Wins. Exors. pt. 3, bk. 3, ch. 2, § 2, 1006. (o) A specialty debt can only be such when under the seal of the debtor himself; consequently, an arbitrator's award of rent made under seal, the submission to arbi- tration being also under seal, was held not to create a specialty debt. Talbot V. Earl of Shrewsbury, L. R. 14 Eq. 603 ; 42 L. J. Ch. 877. (p) 32 & 33 Vict. i;. 46, and see ante, pp. 129, 130. As to the present law on administering the assets of insolvent estates, see Judicature Act, 1873, sect. 25, sub-sect. 1. (g) Notes to Silk v. Prime, 2 L. C. Eq. 138, the leading case on the doctrine of equitable assets, which it appears all assets now are. OP EXECUTOES AND ADMINISTRATORS. 473 executors, makes these lands assets in equity, to be distri- buted among creditors pari passu, wliich is the precise point of Silk V. Prime (1768). It is the duty of a creditor to give notice of his debt to Creditor an executor or administrator, if he desires to avail himself ^otl^of y^ of the right to have a superior debt paid before one of an debt, inferior character, for in the absence of such notice the executor or administrator may pay in what order he pleases ; and of debts of record the executor is presumed to know, but not where the judgments obtained have not been registered (r), even if notice thereof have been given. By the Statute 22 & 23 Vict. c. 35, s. 29— An Act to Notice by further amend the Law of Property and to relieve Trus- executor or ^ •' administrator tees (s) — it is enacted that " Where an executor or ad- to creditors, ministrator shall have given such or the like notices, as in the opinion of the Court in which such executor or administrator is sought to be charged would have been given by the Court of Chancery in an administration suit, for creditors and others to send in to the executor or administrator their claims against the estate of the tes'tator or intestate, such executor or administrator shall, at the expiration of the time named in the said notices or the last of the said notices for sending in such claims, be at liberty to distribute the assets of the testator or intes- tate, or any part thereof, amongst the parties entitled thereto, having regard to the claims of which such executor or administrator has then notice, and shall not be liable for the assets, or any part thereof, so distributed to any person of whose claim such executor or administrator shall not have had notice at the time of distribution of the said assets or a part thereof, as the case may be ; but nothing in the present Act contained shall prejudice the right of any creditor or claimant to follow the assets or any part thereof into the hands of the person or persons who may have received the same respectively " (f). (r) See 23 & 24 Vict. o. 38, s. 3. (t) Read with this 23 & 24 Vict, (s) Commonly called Lord St. c. 38, s. 14. Leonards' Act. 474 WILLS OF PERSONAL PEOPBETY. Nature of the notice required. Wood. Notice in local papers not sufficient. It is seen that the legislature here not only gives pro- tection to executors and administrators with regard to their liability to account for mistakes in distributing the assets of a deceased person, but enables persons in their position to do what, before the Act, could not safely be done except under the direction of the Court of Chancery — namely, distribute the assets of a testator or intestate. Provided the personal representative has complied with the terms of this Statute, and has acted in good faith in the performance of his duty, he becomes at once and completely functus officio. "The true policy of the Statute, at least of this branch of it," said Vice-Chancellor Malins, in deciding the first case occurring under this par- ticular section of it, " as that of this Court must be, is this : that the remedy lies against those who have received the assets, and not against those who have parted with them " {u). Again, if an executor retains any legacies as a trustee after appropriating them for the benefit of the cestuis que trustent, he will no longer be under any liability qua executor {u). The next point for remark is this : — What is the notice which the Court of Chancery would have given to credi- tors and others in an administration suit 1 (x) This question may be answered by the observations of Lord RomUly, M. B.., in the case of Weightman v. Wood(y). There a testator having committed a breach of trust by allowing trust money to remain in the hands of his solicitor two years, whereby the same was lost, his executors were held personally liable for the amount. It appeared that the executors had received no notice of the circumstance until after distribution of the deceased's assets, that they had advertised under 22 & 23 Vict. c. 35, s. 29, in certain local papers, and to the effect that claims against the estate were to be sent in within three weeJcs from the date of their advertisement. On a bill being (u) Clegg v. Bowland, L. R. 3 Eq. 368 ; 36 L. J. Ch. 137. lx\ See the commencement of sect. 29 of Lord St. Leonards' Act. (y) L. E. 13 Eq. 434. OP EXECUTORS Al^D ADMINISTRATORS. 475 filed, the executors claimed the protection of the above it should statute, but Lord Eomilly said : — " In this Court we never appear in , i . . 1-1 • n • *''® London allow an estate to be administered without notice being Gazette and inserted in the London Gazette, and generally we require *'"^'' an advertisement in The Times. When an estate is admin- istered of a testator in the country, the notice is also inserted in some newspaper having a local circulation in the neigh- bourhood. Besides, the tiine within which claims were re- Three •weeks quired to be sent in, namely three weeks, was too short" (s). period! * (8) Assuming the executor or administrator to have at length discharged all the testator's or intestate's debts of whatsoever character, the next step to be taken is to pay the legacies, if any are be- Legacies, queathed ; and for this purpose he must have recourse to the personalty as the primary fund. Of course this duty cannot, ex necessitate rei, devolve upon a simple administrator ; but where a deceased has left an informal Will, or in any of the cases enumerated at page 60 of this work, where administration issues with the testamentary papers annexed, the duty and power of the admi- nistrator will be co-extensive with that of an exe- cutor, and the Will to which such letters of admin- istration are annexed must be proved as though probate were taken of it by an executor (a). The bequest of a legacy, whether it is general or Assent of specific, transfers only an inchoate property to the lesratee. «'^ecutor or r ' -I 1 /. , administrator To ■ render it complete and perfect, the assent of the cum testammto executor is required (6). The union of the two characters i™^^° * of executor and legatee in one and the same person makes no difference ; nor can an executor give himself a prefer- (s) The period must be a reason- G. & S. 144. alle one, and if appears that a (a) 1 Wms. Exors. pt. 1, bk. 5, month is the shortest that can he ch. 3, § 1, 461, quoting 2 Black, so accounted. As to the position of Comm. 504. a creditor who fails to prove till the (6) Toller, Exors. 306 ; ] Rop. time limited by advertisement has Leg. 843. expired, see Broym v. Lake, 1 De 476 WILLS OF PERSONAL PROPERTY. Assent may be express or implied. Rule on the subject. Assent vben presumed. Retracting assent. Administrator cum testamento annexo on tbe same footing as executor. Abatement of ence in regard to a legacy, as in the instance of a debt. The executor's assent may be express or implied, but it should be of an unambiguous character, for the payment of legacies in case of no assets may involve the executor in the consequences of a devastavit. The following is something like a rule on this subject : — " If an executor, in his manner of administering the property does an act which shows he has assented to the legacy, that shall be taken as evidence of his assent ; but if his acts are refer- rible to his character of executor, they are not evidence of an assent to the legacy " (c). Accordingly, the fact of an executor simply congratulating a legatee on his good fortune would neither be an assent to his legacy nor evidence of assent. This assent may be presumed in certain cases, as for instance where all the testator's debts have been satisfied, and the executor delays payment of legacies, so as to compel the legatees to appeal to the law, in which case assent would be presumed to have been given. As to the retracting of assent when once given, the ability or otherwise of the executor must depend upon circumstances and equitable principles. If, for instance, an executor, under the impression that all the testator's obligations have been satisfied, assent to legacies, and then discover that he has made a mistake, he will not be held to have given an unqualified and irrevocable assent (d). An administrator cutti testamento annexo, being in the same position as an executor for most purposes, the pre- ceding observations will apply to him as well as to an executor (e). It sometimes happens that a testator's assets, though sufiicient to satisfy his debts and specific legacies, are not (c) 1 Eop. Leg. 861, citing 7 (e) 2 Wms. Exors. pt. 3, bk. 3, Taunt. 222. ch. 4, § 3, 1386. Tlio whole of (d) 1 Bop. Leg. 856, citing Lord this section Is devoted to a con- Eldon's judgment in Dashwood v. sideration of the rule as to an BulkeUy, 10 Ves. 230. executor's assent. , 01? EXECUTORS AND ADMINISTRATORS. 477 sufficient for payment of his general or pecuniary legacies. When this is the case, the latter are subject to abatement in proportion to the number of legatees, including, in this case, the executor or executors (/). " Generally speaking, nothing shall in such cases be Rule, abated from the specific legacies. But if the testator bequeaths specific legacies and also pecuniary legacies, and directs by his Will that such pecuniary legacies shall come out of his personal estate, or words tantamount ; then, if there be no other personal estate than the specific legacies, they must be intended to be subject to those which are pecuniary ; otherwise, the words of the bequest to the pecuniary legatees would be nugatory " (^). An executor must take care to pay a legacy only into To whom a the hands of the person who has authority to receive it. p^^^^ ^^ *° ° Accordingly, he has no right to pay a legacy bequeathed Legacy to to an infant either to the infant himself or to any other ™**''*- person whatsoever without the sanction of the Chancery Division of the High Court of Justice. His duty would be — but executors have a discretion also in such cases — to apply the income, or a part thereof, for the infant's main- tenance, &c., and accumulate the residue by way of com- pound interest for the benefit of the legatee himself or those ultimately entitled to the fund, as trustees may under the statute mentioned below (h) ; or, on the other hand, an executor may pay the infant's legacy into Court in the usual way (i). A legacy to a married woman must, if paid at all, be To a married paid to her husband ; but, " according to the modem ^™™*"' authorities, an executor may decline to do so until the ' husband consents to make a suitable settlement upon her," which is in accordance with the equitable doctrine of a wife's right to a settlement out of her own pro- (/) See 2 Wms. ut swpra, % 2, which applies only to persons act- 1359. ing under a deed or "Will executed (3) Id. ibid. after August, 1860. (A) 23 & 24 Vict. c. 145, s. 26, (i) 36 Geo. 3, 0. 52, s. 32. 478 WILLS OP PERSONAL PROPERTY. A legacy is due at tes- tator's death. perty (k) ; and in doing this he will be acting in a perfectly legal manner (I). "S^^bankrupt. If a legacy be due to a bankrupt, and the testator dies before the legatee obtains his certificate of discharge, the interest in this legacy belongs to the trustee in bankruptcy ; unless it can be shown that the legatee was made a bankrupt for the sole purpose of securing the legacy from him (m). As a general rule, an ordinary legacy to which an executor has assented is due on the day of the testator's death, and payable within a year to the legatee, from whom the executor should take a receipt ; but all legacies are not so easily discharged. According to the directions of the testator, legacies may be respectively payable under a variety of circumstances ; and various appellations have been applied to legacies to denote the circumstances under which they are given or are to be paid. It is not within the scope of this work that these should be entered into with minuteness, indeed a separate treatise would be required for this purpose — ^the subject being governed by the rules of the consti'uction of Wills ; but we may indicate in a very general manner what is here meant (n). Suppose, for instance, an executor in perusing his testator's Will discovers a legacy of lOOOJ. to A. and his heirs or the heirs of his body. The question arises what construction is he or the High Court of Jus- tice to give to such a bequest. The object of the testator is here to create an entail in personal property, a disposi- tion which the law does not permit ; accordingly, the execu- tor's duty in such a case would be to pay the money to A., in whom it vests absolutely, without any limitation what- ever (o). Instance of bequests re- quiring con- struction. (i) 2 Wms. Exors. pt. 3, bk. 3, ch. 4, § 5, 1414, where the authori- ties are cited. (l) Id. 1419. (m) See 2 Wms. Exors, pt. 3. bk. 3, ch. 1. § 1, 1052. («) The sense given to certain expressions occurring in Wills has, however, been touched upon, as the reader may remember, in Chapter 11. of this work, " On Wills of Per- sonal Property." (o) See the cases of Mohimon v. FUzUrbert, 2 Bro. C. C. 127 ; Brit- ton V. Tmning, 3 Mer. 176 ; and ante, p. 116. OF EXECUTORS AND ADMINISTEATOES. 479 Take another case. A testator bequeaths a sum upon trust to pay the income to H. for life, remainder upon trust to pay the amount of the fund unto and among all the children of H. equally, but that none of these shares are to be paid or are to become vested interests in any of the children until he, she, and they shall attain the age of twenty-five. Here, then, comes in a rule of construc- tion as to the word vested, and it appears that in such a case as this it is to be construed as signifying indefeasible where — that is to say, that the interests of the legatees are mJans^"- not to be defeated by any other meaning being attributed defeasible." to the word vested. Further, that a gift of the above description is not too remote to take effect even on behalf of a child bom after the testator's death ( p). In order to distinguish legacies a variety of terms are. Terms em- as before remarked, employed, but into a full explanation t/ngu?sh° ^^' of these it is impossible now to enter : all that can be done various kinds is to enumerate some of those terms, and direct the reader ^s^^^- as to where he may obtain further information concerning them . In the law of England, then. Legacies are known as : — {A) General and Specific, which expressions indicate General and the two main classes into which all legacies may ^P^"'*"- be divided (q). (B) Vested and Contingent (r). Where a legacy is Vested and given to a person to be paid or payable at or ™"'™g™*- when he shall attain the age of twenty-one, or at a future definite period, the interest in the legacy shall be considered to be vested in the legatee Kuiesofcon- ' immediately upon the testator's death as debitum ^traction. (p) This is in effect tKe case of Jn 2 Wms. pt. 3, bk. 3, ch. 2, § 5, /•e^imojisore's^stotejL.R. 5Eq. 389. 1225 et seq., where the exceptions (?) See 1 Rop. Leg. 191 ; 2 "Wms. to the rule will be found. As to Exors. pt. 3, bk. 3, ch. 2, § 3, the meaning of "vested" and 1158, and ante, p. 332. "vested interest," see ante, p. 63 ; (r) Supra, ii. (a), and amte, pp. and for cases e.5r.,i2e i'a?'?''s Trusts, 434 451. The general rule is, that 41 L. J. Ch. 170; Re Deighton's ' ' where a beq^uest is in terms imme- Settled Estate, 45 L. J. Ch. 825 ; diate and the payment alone is but of course the cases on this j)ostponed, the legacy, is vested." subject are innumerable. 480 WILLS OF PEESONAL PEOPERTY. When legatee dying before payment is made. Effect of using or omitting words "pay- able " or " to be paid." Nature of the above rules. Lapsed legacy. Use of word "heirs," &c., &o., generally of no use ; in prcBsenti, solvendv/m in futuro, for the time is annexed only to the payment, and not to the legacy. Hence it is that if an immediate legatee happens to die before the day of payment arrives, his assignee or personal representative will be entitled to the legacy (s). On the other hand, should the words " payable " or " to be paid " not appear, and the legacy is given on the legatee attain- ing twenty-one, or if, when, in case or provided that he do so, these expressions do annex the element of time to the gift itself, and make the legatee's right to it depend on his being alive at the date fixed for payment. Consequently, if the legatee happens to die before that period arrives his personal representative will not, as in the former case, be entitled to the legacy, for the legatee himself took no vested interest therein (^). These two rules of construction, which are of a positive character, embody the leading principle adopted by the Chancery Division of the High Court of Justice in affixing a meaning to expres- sions of the above character occurring in WiUs (s). (C) A Lapsed Legacy, strictly speaking, is one which the legatee is unable to receive by reason of his death before that of the testator, causing his legacy to fall into the residue of the testator's personal estate ; but a legacy is said to lapse in other cases also — as, for instance, if A. in his WiU gives a bequest to B. of 1001. so long as she remains unmarried, and B., during the testator's lifetime, marries, the legacy fails, and is commonly said to lapse ; but it would be more accurate to say that the failure of the gift is in the nature of a lapsed legacy. The fact of a testator making a legacy payable to the legatee, his executors, administrators, assigns, heirs, or personal repre- (s) 1 Rop. Leg. 563. Wms. Exors. pt. 3, bk. 3, ch. 2 (t) 1 Kop. Leg. 556, and see 2 § 5, 1224. OF EXECUTORS AND ADMINISTEATORS. 481 sentatives, (u) will not prevent its lapse under the above circumstances ; and evidence cannot be given that the intention of the testator really was that the gift should not lapse. Nor will the Nor deferring fact that payment of a legacy is to be defen-ed payment of for any period after the testator's death prevent legacy, it from lapsing, if the legatee die during the tes- tator's lifetime ; but of course a testator may Testator may specifically provide that no lapse of an intended wfatatl °° gift shall take place under any circumstances, take place. Further, it appears to be established, that where Where use of there is a bequest "to A. or his personal repre- theSnatiye, sentatives," or "to A. or his heirs," the word or, &«•. &o.,jnay generally speaking, implies a substitution, so as to lapse, prevent a lapse (a;). Nor will a lapse take place No lapse wten where the legatee is a trustee of the gift for l«g**^eisa another person ; nor where money is left to A. so as to include a debt owing by B. to the testator, to be released by the former after the testator's death, for if A. dies in the testator's lifetime, the debtor will in such case be held discharged both from the debt and interest thereon {y). It may have occurred to the reader to consider a case ComnomrUes, where it is alleged, or where as a fact it has happened, that ™ testator and the testator and a legatee under his Will have died at or at the same nearly at the same time. Persons so dying are called in law *™®' comvnorientes, and instances of this species of coincidence are not unknown in our Courts. A very notable one is, that Underwood t. disclosed by the case of Underwood v. Wvng, originally ^™S'- decided by Sir John Romilly, M.E., and whose decision was afiirmed by Lord Cranworth, 0., assisted by Wightman, J., and Martin, B., in 1855 (0). There, a testator by his Will (m) 1 Eop. Leg. 467. 'SssABrowne Brougham, C, in 1834. T. Hope, 41 L. J. Ch. 475. (y) See South v. Williwms, 12 (x) 2 Wms. Exors. pt. 3, bk. 3, Sim. 566 ; 11 L. J. Ch. 411 oh. 2, § 5, 1209, citing Git^ngs v. (1842). McDermott, 2 Myl. & K. 69 ; 2 L. J. (2) 19 Beav. 459 ; 23 L. J. Ch. Ch. 212, decided hy Sir John 982 ; 4 De G. M. & G. 633 ; 24 Leach, M. K., and affirmed by Lord L. J. Ch. 293. I c 482 WILLS OF PERSONAL PROPERTY. Qaestions in the case. The title to property is 'primA fade in a deceased person's next of kin. No presmn/p- tion of sux- viTorship in these cases. Term "lapsed" ap- plies to de- visees as well as bequests. gave all his real and personal estate to W., in trust for his wife absolutely, and " in case my said xvife shall (Me m my lifetime, then in trust for such of my three children, A., B., and C, as shall attain the age of twenty-one, or marry under that age ; or in case all of them shall die under the age of twenty-one, being sons, or under that age and unmarried, being a daughter," then he gave all his property to W. absolutely. The testator, with his wife and children — two sons and a daughter — having embarked on board a ship bound for Australia, were all lost at sea during a storm. Four of the family, namely, the husband, wife, and the two boys, were all swept by one wave into the sea, and were seen no more ; but the girl was proved by evidence to have lived about half an hour after the others were drowned. W. proved the Will, but a bill in Chancery was filed by the daughter's representative, who claimed to be entitled, as such, to the residuary estate of the testator. The questions then were, first, who was to have this — W., the person named in the Will, who was to take " in case my said wife shall die in my lifetime," or the next of kin of the daughter ; and, second, on whom rested the burden of showing that the wife did or did not die in the testator's lifetime 1 The Lord Chancellor laid down the principle that the primd facie title to property being in the next of kin of a deceased person — rebuttable of course by exhibiting his Will dMly executed — the burden of showing that the wife survived lay on W. The Court declined to presv/me that the testator had survived his wife, and, as this could not be proved, the property was declared to belong to the next of kin, siace upon the general construction of the Will, the benefits given to W. were to depend upon the survivorship of the husband. Decisions, then, under circumstances like those stated above, must depend entirely upon evidence, the doctrine as to which will be found in the case just cited. The term lapsed is just as applicable to the failure of a devise of realty as to that of a bequest of per- OF EXECCJTOES AND ADMINISTRATOKS. 483 sonalty. But by the Wills Act, 1838, sect. 25, it is Lapsed de- enacted that, unless a contraiy intention shall appear by legacies since the Will, such real estate, or interest therein as shall be •^*^^- comprised, or intended to be comprised, in any devise in such Will contained, which shall fail or be void by reason of the death of the devisee in the lifetime of the testator, or by reason of such devise being contrary to law, or other- wise incapable of taking effect, shall be included in the residuary devise (if any) contained in such Will [a). Lastly, if the devisee or legatee under a Will be the ^^re the d6vis66 or child or other issue of the testator, the devise or bequest legatee is a to such child will not lapse by reason of his dying in the f'^'l^* ^ g lifetime of the testator, if the child leaves issue, living at can be no the time of testator's death, and the devise or bequest be ^^^' not merely of a life estate or interest (6). " Issue " here has been held to mean " any issue " (c), as in the case below. Case. There, a testatrix. A., had bequeathed all her personalty to her daughter B., who died a widow and intestate in the lifetime of the testatrix, leaving a daughter, C. C. also died intestate in A,'s lifetime, leaving a husband, D., and a daughter, E., both of whom survived A. D. having applied for administration of the property of C, and then for administration with the Will of A. annexed, Sir C. Cresswell held that as E., the grandchild, was living at the date of the death of A, the legacy had not lapsed, and that D. was entitled to the grant as administrator of C, the legatee. (D) Demonstrative Legacies. These are really such as Demonstrative are partly in the nature of specific legacies, and ^^*°'° ' partly in the nature of those of a general character- They are so far specific that they are intended to partake of the ,.,.» j-ir-i 1 1 nature of both be paid out oi some particular fund, and general, genferai and inasmuch as they are pecuniary in nature. Again, specific legacies. {a) As to the lapse of an estate vises and bequests, see Hayes' and tail, see sect. 32. Jarmam's Forms of Wills, 86. (5) Sect. 33. As to the difference (c) In the goods of Parker, 1 Sw. between the law before 1838 and & Tr. 523 ; 31 L. J. P. & M. 8, and since on the subject of lapsed de- the Chancery cases there cited. I I 2 484 WILLS OF PERSONAL PEOPERTY, Illnstrative case. Judgments if the funds out of which they are payable fail, they will not thereby fail, but will be taken out of the general assets. Like specific legacies, they wiU not be liable to abate with the general ones upon a deficiency of assets; yet, unlike specific legacies, they are not liable to be adeemed by aiiy act of the testator in his lifetime: hence the importance of demonstrativ& legacies (d). The question whether a legacy is to be construed as general, specific, or demonstrative, is one that has frequently engaged the attention of Courts of Equity, and a very recent case may be cited that will illustrate the above remarks as to this class of gifts. A testatrix made a Will, which for present purposes was in effect this : — " I give.and bequeath to H., his executors and administrators, all my money which shall be out at interest, invested in the funds, or otherwise secured, at my decease, upon trust, to pay thereout all my just debts and funeral expenses, and in the next place to pay to H. W. M. the sum of 3000Z. invested in Indian security, &c.'' The testatrix died in 1874, and at the date of her Will she was possessed of Indian Bonds, but these having been paid off atpar inl873, she had no Indian securities at her death. A bill having been filed by the infant children of H.W.M., praying that this legacy might be held not spe- cific, the executor contended that the legacy was specific, and being so, had been adeemed by the testatrix. Vice-Chancellor Malins, in giving judg- ment for the children, said : — " This case is by no means free from difiiculty, and the questions of general and specific legacies are often of consi- derable nicety. It has been argued that to con- strue this legacy as specific would be to disappoint (d) 1 Rop. Leg. 192 ; 2 Wms. Exors. pt. 3, bk. 3, ch. 2, § 3, 1160, and read Oliver v. Olmr, L. E. 11 Eq. 506 ; 40 L. J. Ch. 189. OF EXECUTORS AND ADMINISTRATORS. 485 the intention of the testatrix, because, if this is a specific legacy it is lost. But however clearly that Decision must might be the case, if the form of the gift is depend on the ° farm of a such that the Court must hold it to be a specific gift, legacy, the Court must so decide, independently of any hardship which might result from such a 'conclusion. But at the same time the Court Court does not will look anxiously, at the whole frame of the ^^^f'*" Will, and lean against construing a legacy as spe- otter legacies. cific Now, did the testatrix intend by this bequest to give only this particular secu- rity? If she had said 'my 30001. invested in Indian security,' that would have been specific, and the gift would fail, the particular substance of it not being in existence. But did she intend to give her nephew and his children a legacy at all events, and not on specific securities ? Because if so, this was a demonstrative legacy, which had the Demonstrative advantage of being more beneficial than a general uf^Jto "° legacy ; " — ^that is, for the reasons above mentioned, ademption, and also because demonstrative legacies are not within the rule as to ademption of ordinary legacies (e). Whether, then, a legacy is demonstra- tive or specific wUl depend more upon the form of the gift than upon the intention of the testator, though the latter will also guide the Court when that form presents features of peculiarity. And the test for determining whether a legacy is of either Test for of the two forms in question, is by seeing whether •Xel^'kg&ey the gift is one of a particular fund itself, or out of i^ specieo or ^ . demonstrative. that fund. Thus if I give " my iglOOO consols " this would be a specific gift ; if I give £100 (e) Mytton v. Mytton, L. E. 19 legacy Is set out in the text, one Eq^. 30 ; 44 L. J. Ch. 18 ; and see disadvantage of this sort of gift Mullms V. Smith, 1 Dr. & Sm. 204, may be also noted, -which is, that, ■where the distinction between gene- like a general legacy, it does not ral, specific, and demonstrative carry interest from the testator's legacies is considered. As the bene- death. Mullins v. Smith, supra. ficial character of a demonstrative 486 WILLS OF PERSONAL PEOPBETY. Cumalative Same legac; in same instru- ment. Wien the legacy is specific, there can be no addition. out of my £1000, it would be demonstrative, for the reason that I point out the particular fund out of which the legacy is to be paid (/). (E) Cumulative, Accumulative, or Eepeated Legacies. Where two or more legacies are given to the same person, either by the same Will or by the Wills and codicils, the question may arise whether legacies thus given are to be regarded as so many distinct gifts bequeathed as such, or whether the testator merely has announced his in- tention on so many occasions that the one gift or the other mentioned shall take effect, in other words whether he has simply repeated himself, intending thereby nothing more. Now, if in a Will, a legacy be given to A., and further on in the same Will a legacy of precisely the same amount be given again, this circumstance raises a presumption, — which it appears is rebuttable by extrinsic evi- dence, admissible to support but not defeat the gift — that the second mention of the legacy was merely an inadvertence, and intended as a repe- tition of the testator's intention when "he gave it in the first instance (g). If the same legacy in the same Will or codicil, or in different Wills or codicils be specific, it is obvious that, unless ■ there be two or more things answering exactly to the description of the chattel bequeathed, the secoiid mention of the gift must be merely a repetition of the first. Thus, where a testatrix by the first codicil to her Will gave C. her single stone diamond ring, and the fourth codicil gave her the same thing in the same words, Lord Hardwicke held that C. and indeed all the other legatees in the later codicil were entitled only to the gifts mentioned in the first one (h). (f) For further information the reader Is referred to the case of AshUv/rner v. Macgwvre, and the notes thereto, 2 L. C. Eq. 267. (jr) Ernst V. Beach, 5 Madd. Callen, 6 Hare, 631 ; 144 ; Lee v. Pain, 351 ; Ilsch V. 17 L. J. Ch, post, n. (i). (h) Duke of St. Albans v. Beau- clerk, 2 Atk.'636. But see the oh- OF EXECUTORS AKD ADMINISTEATOES. 487 If in the same instrument there be legacies of different General amount or kind to the same person, the rule is that the ^f^^ent"* gifts in this case are cumulative, especially where the amount in second gift is of larger amount than the first ; accordingly, ment. the legatee will take the sum total {i) ; and this is so even if the testator in the second portion of his Will erroneously allude to the former gift as though it were of smaller amount than he originally stated it. Thus, where A. gave to B. the interest of £1000, and then another sum of £1000 in addition to the £1000 before mentioned, the latter gift was held to be absolute to B., who was entitled to both legacies (k). We now come to consider (1) the effect of giving General legacies of the sarne amount by two instruments, and different" (2) that of giving legacies of different amount by sepa- amounts ty rate instruments. And first it may be observed, that papers, although a Will and number of codicils may form but one Will ana WiU, yet as testamentary writings they must, at least for different"^ the purpose of making a legacy cumulative, be regarded mstrimmts, as distinct instruments, but of course a testator may if he form but one pleases make them operate as one instrument. The ^'^• general rule then as to the first part of our consideration — namely, as to the sarne gift being repeated in a Will and codicils — is this : If a testator make a Will with codi- where a oils, no matter how numerous they may be, and give a game^amount legacy to A. in his Will, and repeat that legacy in each of is given by the subsequent papers, A. will primd facie be entitled to iuas^Mession of codicils. servations of Lord Justice James on (*) Mann v. Fuller, Kay, 624 ; this case in WUson v. O'Leary, 23 L. J. Ch. 543. As to wbere a L. E. 7 Cb. 448 ; 41 L. J. Ch. 344; testator made a miscalculation of Miscalculation affirming the decision of Vice-Chan- the sum total of two bequests, see of amount by cellor Bacon L. R. 12 Eq. 525 ; 40 Morgan v. Middlemiss, 35 Bear, testator. L. J. Ch. 709 ; also Hooley v. 278 ; and where class of persons Eatton 2 L. C. Eq. 346. 'was misdescrHed, and evidence was Misdescription (i) Curry v. Pile, 2 Bro. C. C. held admissible to show whom the "f class. 325, judgment of Lord Thuilow; testator meant, i««T. Pai», 4 Hare, Eooley v. Matton, supra. 201 ; 14 L. J. Ch. 346. 488 WILLS OF PERSONAL PROPERTY. Primd facie preBumption in favour of legatee rebut- table. Case. Function of the Probate Division, High Court of Justice in these ca^es. the entire amount of such legacies (1). But this pre- sumption is rebuttable by the internal evidence of the papers themselves, combined with a consideration of the circumstances surrounding them. For instance, the giving two sums of the same amount, and for the same expressed cause, in two codicils executed on the same day, each con- taining the same gift to the same person, would be deemed a circumstance calculated to rebut the presumption as to addition. Thus, where A., on the same day in 1868, made two codicils to his WiU substantially identical, by each of which he gave a legacy of ^65000 for life to D., who at the death of A. was in possession of both papers, it was held that these codicils were merely duplicates of each other, and that D. took the one sum mentioned (m). The Probate Division of the High Court of Justice too may — and its chief function is — to inquire into the inten- tion of a testator in such cases, so far as the factum of a testamentary paper is concerned, and it may admit parol evidence to show that a codicil alleged to be cumulative, has in fact been revoked by one of later date, that is, where there exists doubt and ambiguity on its face, requiring the aid of extrinsic evidence to explain it. But unless there be on the face of the instrument objected to some- thing from which the Court may infer that it was in- tended as substitutionary, as where the same sum is given for the same cause expressed, in short nothing in- consistent on the face of two papers alleged, not be cumulative, they wiU not be prevented from operating together, and will be admitted to probate {n). (I) Booley t. Hatton, 2 L. C. Eq. 346. It may appear that this doctruie is at variance with that expressed in The Duke of St. Albans v. £eaucUr!c, but "the ratio decidendi there was that the Court was unable to come to the conclusion from the peculiar man- ner in which the Will referred to the codicil, and the codicil to the Will, that the case was to be brought within the rule applicable to gifts in the same instmment. " Judgt. of Lord Justice James in Wilson V. O'Leary, L. R. 7 Ch. 448; 41 L. J. Ch. 344, affirming the judgment of Bacon, V.-C, L. B. 12 Eq. 525 ; 40 L. J. Ch. 709. (m) WhyU V. Whyte, L. K. 17 Eq. 50 ; 43 L. J. Ch. 104 (1873). (n) See the judgment of Sir J. NichoU in Methuen v. Meihuen, 2 OF EXECUTORS AND ADMINISTEATOES, 489 Where (2) the legacies given by separate instruments Legacies of are of different amounts, then the rule is the same, for amomtein where in different writings there is a bequest of equal, distinct greater, or less amount, it is an augmentation (w), and evidence of motive on the testator's part cannot be re- ceived in such cases (o). In Wilson v. O'Leary, it niustrative appeared that Sir De Lacy Evans, the testator, having '^^' made his Will, added thereto two codicils, made in 1867 and 1868 respectively. By Cj he gave R. £4000, S. £2000, T. £2000, U. £2000, V. £3000, W. £500, X. £1500, and an additional £500 if he remained with testator until his death, £1500 to Y., £2000 to Z., and lastly, a year's wages to each of his servants. By Cj, Sir De L. Evans gave R. £2000, S. and T. £1000 each, and to U., v., W., X., and Y. as in C , . Z., however, was omitted, while E. appeared as an additional legatee. The question under these circumstances was whether the legacies given by the C^ were cumulative or substituted, and Vice-Chancellor Bacon held them to be cumulative. Here it is seen that the testator by two separate writings without the expression of any motive or reason for his proceeding, gives two legacies of different amounts to the same persons. In such a case, the gifts are said to be Meaning of a made simpliciter, that is, without anything stated as to gWen'sim^Ic why they are given, and the rule is that where they are *«»■■ so bequeathed, they are to be considered as additional, unless the plain effect of the separate instruments is over- ruled or impaired by the true construction of the instru- ments or presumption of law (p). PhilUm. 416 (1817), and that of fo?jW(»M can be expressed or gathered Sir H. J. Fust in Thorn r. BooJce, from anything except the testmnen- 2 Curt. 799 (1841). tary instrument duly executed and (o) This is the last point men- attested as required by law ; and tioned in the head note to Eooley v. that a testamentary iTiiention once Satton, 2 L. C. Eq. 346. so expressed cannot be deemed or ip) Wilson Y. 0'Zean/,citedante, taken to have been altered by any n. (Z). "The law has provided codicil unless such change of inten- that no testator's testamentary in- tion is manifested by the same 490 WILLS OF PERSONAL PROPERTY. Where legacies are not given 'iesr. General rule that gifts to the same per- sons are to be construed as cwrmdatwe. Testator giving two legacies to the same charity. Mortmain Act. If, however, the legacies be not given si/mpliciter, but the motive of the gift is expressed to the same effect in both or all of the writings, a presumption arises that the testator meant the gifts to be substitutionary. This pre- sumption, however, can arise only where the double coin- cidence occurs of the same motive and the same sum in both instruments ; and in the case of Wilson v. O'Leary, could not therefore have arisen at all (q). The Lord Justice James, in affirming the decision of the Vice Chancellor in the above case, remarked that, " where there is a positive rule of construction, such as exists in these cases, which says that gifts by two testa- mentary instru/tnents to the same person are to he con- strued cumulatively, that plain rule of law and construc- tion is not to be frittered away by a mere balance of probabilities. I am therefore of opinion that the gifts ought to be construed as cumulative " (r). It has happened that a very liberal testator, after be- queathing one legacy to a charitable institution, has by a subsequent paper also wished to add thereto another gift. Now any gift by Will to a charity which is to be paid from any real estate, or from any interest, charge, or incum- brance thereon, is by the statute 9 G. 2, c. 36, void as being within the law against Mortmain (s), and as such is the case, a testator wishing to bequeath money to a charitable institution should take care to specify that the gift is to come out of his pure personalty. When then a testator by one statutory evidence. " — Per Lord Jus- tice James. But the Court may require proof of certain facts and circumstances, a knowledge of which would by giving it the same hnowledge which the testator him- self possessed, enable it the better to reach his meaning. Guy v. Sharpe, 1 Myl. & K. 589 ; judgt. of Lord Brougham, C. (q) Judgment of Vioe-Chancellor Bacon. (r) See also the important and similar case of Sidsse v. Lowther, 2 Hare, 424 ; L. J. 12 Ch. 315, de- cided by Lord Lyndhurst, C, in 1843. (s) Except where the gift is to the Universities of Oxford and Cam- bridge, or to the schools of Eton, Winchester, and Westminster. For a history of the Statutes of Mort- main, see 2 Black. Comm. 268 — 274. See also post. OF BXECUTOKS AND ADMINISTKATOES. 491 codicil gives a legacy, say of £1000, to a hospital out of such species of property, and then by another codicil gives to the same charity £500 more, circumstances might cause a question to arise as to whether the second gift was pay- able from the same source as the former. This question did actually arise in the case of Johnstone v. Earl of Ha/rrowhy [t), and under circumstances similar to those we have supposed. Vice-Chancellor Wood held that the second legacy was not meant to come from the same fund as the first ; but Lord Chancellor Campbell reversed his Honour's decision, and pronounced the .bequest payable out of the pure personalty alone. It is seen from the foregoing statements that a legacy Substituted which is not construed as cumulative, is to be considered ^^sacy. as substituted, and it may also be remarked in conclusion that the doctrine of ejusdem generis (u), may enter into Fjusdem the consideration of questions as to whether legacies are ^™^'^' repeated or are merely substituted. Thus, "if legacies given by Will and codicil to the same persons, when given simpUciter, and whether of equal or unequal amount are, primd facie to be considered accumulative, a fortiori they will be so, when they are not ejusdem generis ; as where one is given as a general legacy, the other by way of annuity : or, where one is vested, or another depending upon a contingency {x) : such variation in the nature of the gifts, furnishes an additional degree of evidence in the testator to bestow a two-fold benefit" {y). Lastly, if an original legacy is expressed to be given Substituted or out of a certain specified property, a substituted legacy will oumuiatiTe also be primd facie considered as intended to come out ject generally of the same. Consequently, if the fund fails as to the dentTom'e former, it will also fail as to the latter, for the rule is — sub- original gift. (t) 1 De G. F. & J. 183 ; 39 L. J. lield substitutional, anotlier cumu- 145, 147. lative. As to the distinction be- (u) See ante, p. 144, et seq. tweeu an original gift and one by (x) See Thompson v. Teuhn, substitution, read the beautifully 22 L. J. Ch. 243. reasoned judgment of Kindersley, {y) 2 Eop. Leg. 1004, and see V.-C. in Lawphier y. Buck, 2 Dr. the case of Tuckey v. Henderson, & S. 484 ; 34 L. J. Oh. 656. 33 Beav. 174, where one gift was 492 WILLS OP PERSONAL PKOPERTY. Implied icies. implication" defined. Legitimate and illegitimate children. ject to the intention of the testator as gathered from the context of the papers — that both substituted and cumu- lative legacies are attended with the same incidents as that or those originally given. An excellent illustration of the application of this general rule is found in the case cited below (z). There, A., by his Will, gave to B. an annuity of £100 a year for her separate use, and by a codicil, made four years after, gave her m addition, £300. The question was whether the second gift was to her separate use, and Parker, V.-C, decided that it was, because as a cumulative gift it was subject to aU the incidents of the original legacy {a). (F) Implied Legacies. These are such as are given by necessary implication from the language em- ployed by a testator. "With regard to that expression ' necessary implication,' " says Lord Eldon, in Wilkinson v. AdaTn (b), " I will repeat what I have before stated from a note of Lord Hardwicke's, that in construing a Will conjecture must not be taken for implication ; but ' necessary implication ' means, not natural necessity, but so strong a probability of intention, that an intention contrary to that, which is imputed to the testator, cannot be supposed." Questions as to whether legacies are to be implied, sometimes occur where bequests are made to children, and (z) Warwick v. HawTcins, 5 De G. & S. 481 ; 21 L. J. Ch. 796. (a) See also 1 Eop. Leg. 875, et seq. ; 2 Wms. Exors. pt. 3, bk. 3, ch. 2, § 7, 1295, and especially Sooley V. SaMon ; the leading case on the subjeotof cumulative legacies, 2 L. C. Eq_. 346, 363, and as to the nature of the extrinsic evidence ad- missible before any tribunal in Will cases, Gha/rter v. Charter, L. E. 2 P. & D. 315 ; 43 L. J. 73. (J) 1 Ves. & Bea. 466 ; affirmed in H. L. 12 Price, 470 ; cited in 1 Rop. Leg. 84, and see Id. 724. "It is agreeable to us to find so clear a Ale laid down as to what is meant by 'necessary implication,' as that which we find in Lord Eldon's judgment in Wilkinsim v. Adam . . . ." Per Lord Justice James in Crook v. Hill, L. E. 6 Ch. 311 ; 40 L. J. Ch. 216 ; affirmed as Hill v. Crook, L. E. 6 H. L. 265 ; 42 L. J. Ch. 702. OF EXECUTORS AND ADMINISTRATORS. 493 the testator lias illegitimate offspring. (See ante, p. 75, note.) This was indeed the point of the case from the judgment in which the foregoing quotation is taken, but as a matter of fact there the testator's provision was almost too clearly expressed for any real doubt to arise. But cases may occur where the intention is not so easily Cases where arrived at, as where a testator bequeathed a gift to T., his ^ to"whether^ illegitimate son, and then divided the proceeds of his resid- illegitimate uary estate into seven parts, to be shared between his wife included in a for life, and all his six children except T. Of these, it I'^'i^est. appeared one daughter was illegitimate, and the question was whether she was entitled to share with those children who were legitimate. It was argued against such claim that an illegitimate child could not be comprised in the same class with legitimate children, unless expressly in- cluded by the testator a& persona designata. V.-C. Giffard Illegitimate held this to be the true rule of law in such cases, and "^t 1° *^^^ ' must be peT' on that principle, adjudged the illegitimate daughter to sona desig- be excluded from participating in the gift (c). The true rule of construction in cases of this character Crook v. ffUl. was explicitly stated by the Lords Justices James and Mellish, in Crook v. Hill, just referred to. The former learned judge there says : — " The rules of law and of con- struction applicable under these circumstances are, first, that a gift to children means a gift to the lawful issue of a lawful marriage, unless (which is the second rule) there be something which in express terms, or by what is called ' necessary implication,' shows that the gift is to illegiti- mate children conjointly with another class of legitimate children." To the same effect are the remarks of Lord Justice (c) In re Wells's Estate, L. E. 239 ; 43 L. J. C!li. 84, and cases in 6 Eq. 599 ; 37 L. J. Ch. 553, de- u. {d), next page. The word cided on the authority of Cwrtvfright ' children ' always means primd v. Vawdry, 5 Ves. 530, and WU- facie legitimate children, just as jf V. Adam, supra, u. (6). the very word legitimate had heen Wliere an illegitimate child was mentioned tefore it. Dorin r. held to be persona designata, see Dorm, next page, n. (d). In re Brown's Trusts, L. E. 16 Eq. WILLS OF PEESONAL PROPERTY. Mellish : — " I apprehend that it is clearly established, at any rate, by the modem decisions, that the word ' children' may include a class of both legitimate and illegitimate children, provided you find in the Will what is described as a ' necessary implication ' that the illegitimate children are to be included .... It appears to me by the autho- rities, to be clearly decided that there may be a class including both legitimate and illegitimate children, pro- vided, as has generally been said, you can find sufficient in the Will, that you can see perfectly, plainly, and clearly — ^because that is what it means — without any reasonable doubt, that it was the intention of the testator that they should not be included " (d). Implied gifts Gifts may be implied under a variety of circumstances, circumstances, ^'id t^e following case forms an excellent example of im- plication. A testatrix bequeathed a sum in trust to pay the half-yearly dividends thereof to two nieces, the pay- meat to be continued to their children till they came to the age of twenty-one. It appeared that all the children of one of these nieces, who was dead, had actually attained the age prescribed, and the Court held that they were impliedly entitled absolutely to the moiety given to their mother for her life (e). Wife taking by The following is a case of a wife taking by impUcation : implio^ion — ^ testator gave to trustees for his wife's benefit and for band's Will. (d) See also Sarin y, Darin, a banos mares. See also In re Ayles' very recent case in the House of Trusts, L. E. 1 Oh. Div. (K S.)282; Lords, L. E. 7 H. L. 568; 45 L. J. 45 L. J. Oh. 223. For the case of an Oh. (H. h.) 652. Where illegiti- 4Hegifo'7?mfe child taking, in order to mate children were held to be suffi- carry out a testator's intention, see ciently designated, see Lepine v. In re Brawn's Trust, ante, n. (c). Beans, L. E. 10 Eq. 160 ; 39 L. J. (e) Wilks v. Williams, 2 Jo. & Ch. 847 ; Occlestan v. Fullalove, H. 125 ; see also In re B. Smith's L. E. 9 Ch. 147 ; 43 L. J. Ch. Trusts, L. E. 1 Eq. 79 ; Ewmphreys 207, reversing the decision (Lord v. Humphreys, L. E. 4 Eq. 475 ; .. . Selbome, Sm), of Wiokens, V.-C, Jm r« .BZctfcc's rntsi, L. E. 3 Eq. 799 ; Wmfor°futoe ^^ disapproving of HowaHh v. 36 L. J. Ch. 747. For a case of illegitimate Mills, L. E. 2 Eq. 389. Occlestan imperfect enumeration of personal children is v. Fullalove appears to decide also property, in consequence of which valid. that a provision by WiU for future the whole passed absolutely, see illegitimate children, is not contra Dean v. Gibson, L. R. 3 Eq. 713. OF EXECUTORS AND ADMINISTRATORS. 495 the children after her death, all his personalty, except £500 payable under a policy of insurance, " to which my said wife is absolutely entitled under the said policy." As a matter of fact, she was not so entitled to the policy, but the Court considered her to be so under the circum- stances, and by necessary implication (/). An erroneous recital in a Will or codicil, that the Erroneoua testator has given something, which he has not given, will codicil -will not not of itself create a gift by implication. This was decided '^^^^^ ^ ^y 1 p m • I'll TVT-n implication. m the foUowmg case : — A testatrix, by her Will, gave a legacy of £1000 among such of the children of M. as should attain twenty-one. By a codicil she recited that she had by her Will given £1000- to F., a child of M., giving also a direction as to the payment of the said legacy. It was held that the recital was a mistake, and that F. took only with the other children of M. (g). (G) Inconsistent or Eepugnant Legacies. The follow- Inconsistent or ing case will illustrate what is meant by incon- wm^^" sistent bequests. A testator gave all his house- hold furniture, money, goods, chattels, and effects to his wife absolutely. By a subsequent bequest in the same Will, he gave her the residue of his personal estate for life, and on her death to two persons In equal shares absolutely. Here then were two gifts clearly inconsistent with each other, and the question was which of them was to be limited. " It is evident," said Lord Justice Turner, " that the bequest of the residue for life admits of no limit, while the absolute gift to the wife does not admit of a limit if restrained by locality," and it was held that the first bequest was limited in favour of the second (h). The following extract from the last edition, by Mr. (/) Sail V. Lietch, L. E. 9 Eq. 2 Jo. & H. 594 376. (h) Smith v. Davis, 35 L. J. (g) Mackenzie v. BracUmry, 34 L. Oh. 874. J. Ch. 627 ; see also In re 496 WILLS OF PEESOJTAL PROPERTY. Rule of con- struing re- pugnant clauses. Where clauses are almost incompre- hensible. Besidnaty legacy. Dunning, of Hayes and Jarman on "Forms of Wills," contains an admirable summary of the rules of law on this subject : — " In the construction of Wills, it is a settled rale that ■where two clauses or gifts are contradictory and incon- sistent, so that they cannot possibly stand together, that clause or gift which comes last, which is nearest in position to the end of the Will, shall prevail ; for the last words are considered to express the latest intention of the testator. But this rule is subject, in its application, to the doctrine that the testator's intent is to be gathered from the general tenour of the Will ; so that a clause, which cannot be reconciled with the general scheme of the Will, will be rejected, whatever the local position it may happen to occupy in the instrument. And the rule is never ap- plied except where a reconciliation of the clauses or gifts is impossible : any construction of the contradictoiy clauses which will render both effective is preferred to the entire sacrifice of the earlier clause " (i). Sometimes the clauses in a Will are so peculiar as to be almost incomprehensible, and of course where such is the case, and nothing can be found in the instrument for their exposition, the bequest affected to be given must fail Qe), but no words can be expunged from a Will unless it is clear that they were inserted by mistake, and of course as a Will itself is the only guide for interpretation and con- struction of its particular phraseology, extrinsic evidence is inadmissible to explain any intention of the testator as to repugnant clauses occurring in it (Z). (E) Finally, we have to mention a residuary legacy, or that, or part of that, which is left after all the other legacies and debts, and liabilities of a testator are satisfied. (For a description of this kind of (t) Hayes and Jannau's Fcynns of Biggs, 2 Taunt. 109. Wills, 439 n., 8th ed. . (I) See Charter v. Ghwrter, L. R. (h) See two cases cited in 2 Rop. 2 P. & D. 315 ; 7 E. & I. App. 364; Leg. 1472, 3, Sims v. Doughty, 5 43 L. J. P. & M. 73 (H. L.).. Ves. 243 ; Doe dem. Leicester v. OF BXECUTORS AND ADMINISTRATORS. 497 legacy, the reader is recommended to peruse the celebrated judgment of Sir W. Grant, M.R., in Cambridge v. Rous, 8 Ves. 25. Before the statute 1 W. 4, c. 40, an executor was Executor not primd facie entitled to the residue of his testator's perso- ™aispost°d nalty in all cases where that was not specifically disposed residue, of, but the statute in question declares that executors under such circumstances are no longer to enjoy the pri- vilege in question, but are to be accounted as trustees for but is a the testator's next of kin (m). ^^^ ^^^ The above enactment has recently received a very full Reeent case of consideration in the House of Lords, at the hands of the ^'®««'»» ^^■ Arlcle. present Lord Chancellor (Lord Cairns), and Lords Chelms- ford and Hatherley {n). Their lordships held in the case to which we allude, Trae nature that the statute 1 W. 4, c. 40, introduced no new rule for "* i„^' *' . . c. 40. the construction of Wills, its effect being that an executor should no longer take the residue by implication of law j therefore, that where there is an express gift of such to an executor, the Act does not apply. Also that whether the executor or trustee under a Will is to take in that capa- city only, or is to take the beneficial interest, is dependent upen the testator's mtention, to be collected from the whole of the Will (o). It is often a question both in the Chancery and Pro- bate Divisions of the High Court of Justice, whether a clause in a Will alleged to be sufficient to pass a tes- (m) See Mapp v. ElcocTc, 3 H. L. entitled to nothing teneficiaUy. 492 ; 18 L. J. Cli. 217 ; Love v. Se^ also the more recent case of Gam, 8 Beav. 472 ; JuUr v. JuUr, Bird v. Hmris, L. E. 9 Eq. 204 ; 29 Beav. 34 ; 30 L. J. Ch. 142 ; 39 L. J. Ch. 204. Saltmarsh v. Barrett, 3 De G. F. & (n) In the case of Williams v. J. 279 ; 30 L. J. Ch. 853 (1860) ; Arkle, L. E. 7 E. & I. App. 606 ; Bwrrsv. Fewkes, 2 Hem. & M. 60 ; 45 L. J. Ch. 590 (1876). 33 L. J. Ch. 484, where the residue (o) See, as an instance of an exe- consisted of realty and personalty, cutortaking the residue beneficially, and it was held that the heir at ffarrison v. Harrison, 2 Hem. & M. law took by virtue of a resulting 237 ; 33 L. J. Ch. 647. trust, and that the executor was 498 WILLS OF PERSONAL PEOPERTY. tator's residue is really so. No particular form of words is required, but any expressions from which the intention to give it may fairly be gathered, will suflSce for the purpose ; the context, however, will control the construction of all words, even if " residue " itself be employed. Thus, " money left unemployed " {p), " what- ever remains of money " {q), " all my other property " (r), "all -other chattels'' have been held to pass the general residue (s). The following is a peculiar case : the testator left a Will with no executor, and after giving A., the only legatee named, a certain specific bequest, continued, "also any money that may result from the sale of my effects, after paying the few small debts that I owe." Lord Penzance, on being applied to for a grant of administration cum testwmento a/nnexo to A. as residuary legatee, directed the next of kin to be cited, that is to say, declared an intestacy as to this property. His lordship said : " The word ' effects ' standing alone will pass the residuary estate (i). The testator is here pointing to something that is to come from the operation of the sale, and I do not think I can hold that the words of the Will pass the residue." Eight of From the description of the right of a residuary legatee legator^ given in Williams on Executors, namely, that such person is entitled to whatever may fall into the residue after the Will is made, either by lapse, invalid disposition, or other accident, or anything that turns out not to be (p) Legge v. Asgill, 1 Turn. & sisting of navigation shares (realty) Euss. 265, n. (a). convei-ted into personalty and so (q) Dowson v. Gaskom, 2 Keen, passing under those words ; also the 14. recent case of Hodgson v. Jex, where (r) Lloyd v. Lloyd, L. E. 7 Eq. the general personal estate passed 458. under the word "effects;" L. E. (s) Inthe goods of Sharman, L. 1 Ch.Div.,Tol.IL (]Sr.S.),122;45L. E. 1 P. & D. 661. " All the rest " J. Ch. 388 ; Judgt. of Sir G. Jessell, may carry residuary realty. Attree M.E. ; and Court v. Bucklcund, L. V. Attree, L. E. 11 Eq. 280 ; 40 L. E. 1 Ch. Div. Vol. I. 606 ; 45 L. J. J. Ch. 192. Ch. 214, where the proceeds of sale (t) See Cadmanv. Cadman, L. E. of realty were included in the ulti- 13 Eq. 470 ; 41 L. J. Ch. 468, as to mate trust of personal residue, "personal estate and effects," con- OF EXECUTORS ANB ADMINISTRATORS. 499 disposed of (u) ; it might appear at first sight, at least from a common sense point of view, difficult to see why A. in the above case was denied administration as resi- duary legatee. Then, again, the testator's intention was tolerably clear, and this we know should be the primary consideration in construing a Will. From a legal point Explanation of of view, however, there can be no doubt that Lord Pen- ^^^ *^°^® ' ' case. zance^as right in the above decision (w), but such cases may be said to illustrate what has been termed "the glorious uncertainty of the law," or more accurately, the uncertainty of the operation of some of its rules (x). Larner v. Lamer (y) is a striking instance of the in- intention of tention of a testator being subordinated to the rigid *^s*f'*<"^ ° ° postponed to action of a rule of construction. There a testator, after operation of a directing payment of his debts, &c., gave to his wife for ^ruotion!°" life " the interest of all sums of money I may die pos- sessed of, subject to such agreements, if any, which I may enter into in iny lifetime ; and after her decease, I do give all such interest moTiey unto my daughter " for life, and after her decease to her children, &c., &c. The tes- tator at his death was possessed of cash, furniture, farming stock, and a leasehold farm, held by him at a yearly tenancy. The executors paid the testator's debts out of the cash, and the children instituted a suit to have the tnists of the Will carried into effect, and the question for the Court of Chancery was whether the cash alone passed to the wife, or whether all residue of the property was included in the bequest set forth above. The Vice-Chan- Judgment in (m) Pt. 3, bk. 3, ch. V. § 1, sonalty, &c. ; " also the judgment of where is cited a portion of the cele- Lord Cottenham, C, in Eaaivm v. brated judgment of Sir "W. Grant, AppUford, 5 Myl. & Cr. 56 ; 10 M.R., in Cambridge y. Rous, 8 L. J. Ch. 81, mentioned ^os<, p. ."iOl Ves. 25 ; see also Leake v. Bobim- {x) Read also the concluding per- son., 2 Mer. 363. tion of the judgt. of Knight-Bruce, (w) Read the judgment of Sir T. V.-C, in Davies v. Thorns, 3 De Plumer, in Ommaney y. Butcher, G. & S. 347; 18 L. J. Ch. 212, Turn. & Russ. 260 (1822-4), where quoted ^osi!, p. 535, n. (u). the testator in forming his bequest {y) 3 Drewry, 704 ; 26 L. J. Ch. "was adverting to that which he 668. directed to be converted into per- K K 2 500 WILLS OF PERSONAL PROPERTY. La/rne,r v. Lwmer. Technical rule in cases where gift of money alleged to give residue. Meaning of "Money."' cellor Kindersley, one of tlie most learned and acute of modern Equity judges, commenced his judgment thus : — " I cannot help entertaining an impression that the tes- tator did mean to make a bequest of his property gene- rally ; at the same time it is only a matter of conjecture." His Honour subsequently says, "but there is nothing in my mind to lead to a fair inference that the testator meant to include his general property. I may observe, indeed, that all the language which he has used appears to be adverse to a general gift." Now, if this were so, how came the learned judge to entertain the impression first announced, that the testator did mean to bequeath his property generally ? But his Honour gave other reasons of a more technical character for his decision — ^which was against the wife's claim — and these we will now notice. " I apprehend," said the Vice-Chancellor, " that it is a rule that, in the absence of anything to give a different inter- pretation to the word ' money,' aU that can pass under that term is money, and nothing else ; and that if I can find nothing to lead to the conclusion that the testator meant to include his general residuary property, I must hold that nothing passed but the cash .... There may be cases where you may find other circumstances in the Will leading to the conclusion that the testator used the word ' money ' not in a primary but secondary and less appropriate sense, so as to include other property (z). The only passage I can discover in this Will which can be laid hold of to show that ' money ' is not to be confined to money alone, is that in which he says, ' subject to such agreements, if any, which I may enter into in my lifetime.' Now, he might possibly have entered into an agreement with his banker that the money should not be drawn out for a certain time, and should bear interest ; but there is nothing in my mind to lead to a fair inference that the (z) See Waite v. Coomles, 5 De G. & Sm. 676 ; 21 L. J. Ch. 314, in V. Purcell, 2 Sm. & G. 284 ; 23 L. J. Ch. 423 ; 7 De G. M. & G. 65 ; 24 L. J. Ch. 522, and Slocks V. Barri, Johns. 54. OP EXECUTORS AND ADMINISTRATORS. 501 testator meant to include his general property ... I must therefore come to the conclusion that there is a specific gift of the money, and an intestacy as to any other pro- perty." It miist with all deference be said, that the above judgment looks a little contradictory, and the learned judge also has resort to what he begins by deprecating, namely, conjecture ; but, nevertheless, the case of Larner V. Larner is one of authority on the point it decided, namely, that the word " money " occui-ring in a Will primd facie means merely money, but that the context may control such primd facie signification. Upon this rigid observance of -what are called canons Remarks on or rules of construction in all cases which seem to possess mhiatearaSi- a resemblance to each other, we venture to take the cation of rules liberty of observing that such practice must not only tion. lead to confusion, but also to flagrant injustice. Lord O'Hagan, in delivering his judgment in the House of Lords in 1875, on the appeal from the Lords Justices in Ingram v. Soutten (a), thus condemns the tendency to increase the number of the rules above alluded to : — "It does appear to me not desirable that we should multiply those hard and fast rules which so often in our Courts paralyze the intention of testators. It appears to me that although there may be certain cases in which such overmastering and inflexible rules have been established for such a length of time and upon such high authority that they cannot now be relaxed or de- parted from, it is undesirable that there should be a multiplication of such overmastering and inflexible rules, which by their character prevent the real intention of a testator from being carried out, that intention having to be considered .... by every Court in construing a Will. .... Every case must be taken with reference to its own Eact case should Vie (a) L. R. 7 H. L. 408 ; 44 h. J. 21 L. J. Ch. 324, was disapproved by Ch. 55 ; reported as In re Eeath- the House of Lords, though adopted cote^s Trusts, 43 L. J. Ch. 259, post, by the Lords Justices, whose judg- 548. The "fourth rule "laid down in ment was reversed, and that of • Edwards v. Edwards, 15 Beav. 357 ; Malins, V.-C, supported. 502 WILLS OF PEESONAL PKOPEETY. determined by its own facts. "Residue '' applicable to Bight of pecuniary legatee as against residu- ary devisee. Meaning of " maJTsballing assets." peculiar circumstances." With this opinion of Lord O'Hagan, Lord Selborne expressly concurred ; and again, the Lord Chancellor (Lord Cairns) says, " I am unahle to accede to a rule, the effect of which would be to alter the natural meaning of words." From such views stated by such men, we are able to perceive a decided movement, at any rate, towards breaking in upon — though, of course, only where justice requires this to be done — the custom of indiscriminately deferring to those hard and fast rules of construction, which have so often been applied, regard- less alike of the natural meaning of words and the true intention of the testator. The terms "residue" and "residuary" are now applicable alike to devises and devisees, and to legacies and legatees; but this as to devises is, comparatively and technically speaking, a modern feature in our law (6). A residuary devise of realty is specific in its nature, and the doctrine of law in this respect has not been altered by the Wills Act, 1838, s. 24. Consequently, a general pecuniary legatee has no right to marshal the assets of a testator against a residuary devisee (6). By mar- shalling assets is meant "such an arranging of the different funds under administration, so that they may, as far as possible without injustice, be applied in satisfying all the various claims, notwithstanding certain parties are entitled to prior satisfaction out of some one or more funds. So that where there are two or more funds, and several claimants, some of whom can resort to all or many of such funds, and others can only resort to one. Equity either compels the former to claim against the fund, which the latter cannot, so far as it will extend, or com- (6) See tbe judgment of Lord CroAVMrfh, in Earl ef Sective v. Hodgson, or Hodgson v. Uarl ofBec- twe, 10 H. L. 666 ; 33 L. J. 601 ; affirming 1 Hem. & M. 376 ; 32 L. J. Ch. 489; Hensman v. Fryer, L. R. 3 Ch. 420 ; 37 L. J. Ch. 97, Judgmea oi Lord Chelmsford ; but see Farqulucrson v. Flayer, L. £. 1 Ch. D. pt. 3 (N. S.) 109; 45 L J. Ch. 750, where it was held that general legatees could not require the devisees of real estate and specific legatees to contribute towards the payment of debts. OF EXEOUTOES AND ADMINISTRATOES. 503 pensates the latter out of the fund in proportion to what the former has unnecesaarily taken from that which formed the only means of payment to the latter " (a). But the dictv/m in Hensman v. Fryer that a residuary Residuary devisee is- not entitled' to be in abetter position than a asagah^t"^ pecuniary legatee, so that where the personal assets are poniary insufficient for the payment of the testator's debts, thp two must abate rateably, has been dissented from by Judges of first instance (d). Unless a contrary intention shall appear on the face of Lapsed devise a Will, such real estate or interest therein as shall be S mto*^ comprised, or intended to be comprised, in any devise in residue, sach Will contained, which shall fail or be void by reason of the death of the devisee in the lifetime of the testator, or by reason of such devise being contrary to law, or otherwise incapable of taking effect, shall be included in the residuary devise (if any) contained in such Will (e). By section 24 of the Wills Act, 1838, every valid Will AU valid Wills is to speak and take effect with reference to the realty ^eath of*"" and personalty comprised in it, from the death of the te'tator as to testator; accordingly, assuming a gift of the residue of per- comprised in sonalty to be coeteris paribus a good one, the residuary ^'^■ legatee will be entitled to every other gift in the Will which has failed by lapse, invalid disposition, no dispo- sition at all, or other accident as before stated. The General principle to be deduced from the decided cases, is that force of a the general object of a residuary bequest is to be looked "residuary gift. at, and this being to prevent an intestacy, it should com- prise everything that by any means can be brought within the residue, rather than that the testator should die intestate. "The general rule," says Lord Cotten- (c) Roberts on Equity, 145, 2nd able bequest will not be marshalled, edit., citing Story Eq. Jur. 558— Id. 1720. 563. But see Aldrich v. Cooper, (d) Collins v. Lewis, L. R. 8 Eq. and the notes thereto, 2 L. C. Eq. 708 ; Dugdale y. Dugdale, L. R. 78, also 2 Wms. Exors. pt. 4, bk. 1, 13 Eq. 234 ; 41 L. J. Ch. 565, and ch. 2, and the whole of § 2, 1713 et Farquharson v. Flayer, supra, n. (6). seqq. Assets in favour of a charit- (e) 1 Vict. c. 26, s. 25. ^ 504 WILLS OF PBESONAL PEOPEETY. Effect should be given to testator's intention, which is primdfcuM to prevent intestacy. Tme meaning ham, C, va. Easum v. AfpUford (J), "that a residuary- clause passes a lapsed legacy, arises from the circumstance, that the residuary clause is deemed and understood to comprise everything not before given and bequeathed by the Will. The Court gives effect to the general intention of a testator ; but where the general presumption in favour of the residuai-y legatee is negatived, the rule does not apply. In the case of a gift to tenants in common, if one dies, the survivor does not take the whole (g). The resi- duary legatee, in order to take the whole, must be a general legatee : for if the testator confines the residue to what may remain after certain deductions, the residuary legatee becomes a specific legatee." The distinction between an executory devise and an executory bequest of residue is thus pointed out by Lord Westbury, C. Qi) :— " It is an indisputable rule of law that if a freehold estate be given by way of executory devise, there is no disposition of the property until that estate becomes vested, and consequently in the meantime the freehold property descends to the heir-at-law. Now this is the consequence of the great principle or rule of law, that the freehold cannot remain in abeyance, but that rule has no application to bequests of personal estate. Consequently, if by a Will, the whole of the personal estate, or the residue of the personal estate, be the subject of an executory bequest, the income of such personal estate follows the principal as accessory, and (/) 5 Myl. & Cr. 56; 10 L. J. Ch. 81, affirming 10 Sim. 274, cited by SirW. P. Wood, V.-C, in the im- portant case of Bertiard v. Min- shull, Johns. 276; 28 L. J. Ch. 649, which read. (g) Camtridge T. Sous, 8 Yes. 25 ; The Attorney- General v. John- stem, Amb. 580. The rule as to joint tenants is, however, different, for the shares oi joint tenants, dying before the severance of the tenancy. survive to the others. See 2 Wms. Exors. pt. 3, bk. 3, oh. 5, § 1, 1461. For further information on the sub- ject of residuary legacies, see that work. Vol. II. ch. 6, 1454 et seqq.; also 2 Kop. Leg. ch. 24,1669 et seqq. (h) Earl of Bedim v. Hodgson, or Hodgson v. Earl of Bective, 10 H. L. Cas. 656 ; 33 L. J. Ch. 601 ; affirming 1 Hem. & M. 376 ; 32 L. J. Ch. 489. OF EXECUTORS ANp ADMINISTRATORS. 505 must during the period which the law allows for accumu- lation (i), be accumulated an,d added to the principal. Subject to the prohibition against accumulation, the ownership, both of the principal and interest of the personal estate so bequeathed may remain in suspense until the executory bequest takes effect, provided it be so given as that it must vest within the time allowed by the rule against perpetuities " (i). It sometimes happens that a testator in his Will makes Misdescnption a mistake in describing the person or persons whom he "* legatee, may wish to benefit. Such was the state of things in the case of Brake v. Drake {k). There the testator devised a Draix v. house to " my sister, M. F. T. D." He afterwards gave the residue of all his property to three other persons, and " my niece, M. F. T. D.," equally to be divided between them. He had no sister, and no niece in the strict legal acceptation of that word (I), but he had nieces-in-law, and a sister-in-law, of whom the latter was the only person called M. F. T. D. The House of Lords on these facts decided, and affirming the decision of Sir J. Romilly, MisdeBcription M.R, that for the purpose of explaining the ambiguity erfrLaski ^ ^ and misdescription in the Will, extrinsic evidence was ad- evidence, missible, but that the evidence of the solicitor as to what Evidence of instructions he had received for the preparation of the Will ^^^'i'iitof ^ *° '^ , Ms instruo- was not admissible, and that the portion of the Will be- tions not queathing a gift to M. F. T. D. was void for uncertainty. ad'^'ssiWs- " The rule as to the reception of parol evidence to ex- j^^g ^s to tie plain a Will," is perfectly clear. In every case of am- reception of !•• 11 1 ii/'\ 1 • ^ • parol evidence. biguity, whether latent or patent {m), parol evidence is admissible to show the state of the testator's family or property ; but the cases in which parol evidence is ad- missible, to show the person intended to be designated by (i) See ante, pp. 78, 290, and M. & G. 490 ; 26 L. J. Ch. 350, Wade-Oeryy. MandUy, L. R. 1 Ch. affirming 25 L. J. Ch. 657 ; In re Biv. Vol. I. 653 ; 45 L. J. Ch. 457. Blower's Trusts, L. E. 6 Ch. 361 ; (Tc) 8 H. L. Cas. 172 ; 29 L. J. and the judgment of Sir G. Jessel, Ch. 850. M.E., in Wells v. Wells, L. R. 18 ' (t) See as to the meaning of Eq,. 504 ; 43 L. J. Ch. 681. "niece," Crook v. WhiUey, 7 De 6. (m) See ante, pp. 358,359,and 428. 506 WILLS OP PERSONAL PROPERTY. Misnomer, Queetion in cases of this kind often one of the mean- ing of lan- guage more than of law. General rules of construction in cases of misnomer and misdescription. the testator, are those cases of latent ambiguity mentioned by Sir J. Wigram (w), where there are two or more per- sons, who answer other descriptions in the Will, each of whom, standing alone, would be entitled to take " (o). In the case cited below, a testator in the lifetime of his niece, E., made a Will containing legacies in her favour. She died in the testator's lifetime, and although he was aware of that fact, he made another Will which contained bequests to E. identical with those in the former Will. E. left a granddaughter named E. J. S., who was the tes- tator's grand-niece by blood, and the question was whether she took the property as niece, and the Court held that she did (o). As pointed out by the present Master of the Eolls, these cases frequently turn not so much upon a ques- tion of law as upon one concerning the meaning of language. In illustration of this he stated that, although the primary and ordinary meaning of "niece" means a child of a brother or sister, yet the context of a Will may give the word an enlarged or contrary meaning, and of course the same observation is applicable to some other terms of relationship and afii,nity. "The general rule upon the subject of mistakes in the names or description of legatees is that where the name or description of a legatee is erroneous, and there is no reasonable doubt as to the person who was intended to be named or described, the mistake shall not disappoint the bequest. The error may be rectified, and the true inten- tion of the testator ascertained in two ways : 1. By the context of the Will; 2. To a certain extent by parol evidence" (p). (m) In his work intitiiled, "An Examination of the Rules of Law respecting the Admission of Ex- trinsic Evidence in Aid of the In- terpretation of WiUa, " p. 68, 4th ed. io) Stimgery. Qa/rdiner, 4DeG. & J. 468 ; 27 Beav. 36 ; 28 L. J. Ch. 758 ; Judgment. See also as to Nephews and Nieces, Sherratt v. J. R. 8 COi. 928; 42 L. J. Ch. 688 ; and as to misnomer generally, In re Nunn's Will, L. E. 19 Eq. 331 ; 44 L. J. Ch. 265. (p) 2 Wms. Exors. pt. 3, hk. 3, ch. 2, § 2, 1151 et seq. See also on this subject, Hayes & Jarman, Forms of Wills, 8th ed. 438, n. OF EXECUTORS AND ADMINISTEATOES. 507 Again, if a testator names several objects of his bounty, Testator who are clearly intended to take an entire fund between °*™°f M^^^ them, but one of whom is incapable, and known by the of Ms bounty, testator to be so at the time of making his Will, those capable t^'his of the donees who are capable will take all {q). faowledge of The rules of construction in favour of not disappointing a bequest in these cases of misnomer when no doubt exists as to the person intended to take, is founded on the maxim of the Civil Law — Falsa demonatratio non nocet Governing si satis de corpore constat; or, Falsa devnonstratione legatuTn non peri/mit, which is applicable to things as well as persons (r), and not only to Wills, whether of personalty or realty (s), but all other instruments (s). The application of the maxim in deciding concerning Its application the subject matter of a devise may be seen from the "^ ^"^' following case. A testatrix devised hereditaments " in the county of Hants," described as " my Tedworth estate." It was proved that the testatrix had an estate there, ex- tending into two counties, Hants and Wilts, but which had. been dealt with irrespective of the county division, but the terms of the Will itself strongly indicating that the whole estate was intended to be dealt with, the words "county of Hants," were rejected as falsa demonstratio (t). As to bequests, the following case {u) decided by Lord How maxim Chancellor Hatherley in 1871, will illustrate how the t^^^'^ts." maxim concerns them. A., hy his Will, bequeathed to , C, the plaintiff, " all my shares in the P. L. banking com- pany, now standing in the names of H. & K." The only shares in this company which were standing in the names or name of H. and K." or either of them, were twenty (j) Clarke T. Clemnums, 36 L. J. (<) E.g., see Llewellyn v. Lord Gh. 171. Jersey, 11 M. cSc W. 183 ; 12 L. J. (r) See Broom's Leg. Max. 629, Ex. 243 ; Judgment of Parke, B. Sth ed. W Parker v. Niekson, 1 De G. (s) Dean v. Gibsmi, L. R. 3 Eq. J. & S. 177 ; 32 L. J. Ch. 397. 713 ; 36 L. J. Ch. 657 ; Judgt. of See also Stanley r. Stanley, 2 Jo. & Wood, T.-C. ; In the goods of Gaus- Hem. 491; and WlUte y. Birch,, den, 31 L. J. P. & M. 53. 36 L. J. Ck 174. 508 WILLS OF PERSONAL PROPERTY. Case to show- where the maxim does not apply. "The Punas" distinguished from "Bank Stock." shares in the name of K., as sole executor of H., — and which belonged to the testator beneficially as legatee of H., — together with fifty-nine other shares standing in the name of K. simply. Lord Hatherley held, affirming the decision of Stuart, V.-C, that the earlier words of this bequest were sufficient to cany all the shares, and rejected the subsequent words as falsa demon- stratio (x). The non-applicability of the maxim now under con- sideration will be seen from the important case of Slingsby V. Orainger, decided in the House of Lords {y), and which was this : — Miss Fox, who was possessed of property in consols and also in Bank Stock, gave by Will to her brother, "everything I may be possessed of . . . for his life, and should he marry and have children of his own, to those children after; but should he die a bachelor,! leave the whole of my fortune now standing in the funds to E. S. my god- daughter." The brother did die a bachelor. The words which we have italicized are those which caused litigation in this case, because the question was whether the expres- sion "now standing in the funds," meant Government Stock alone, or whether they could be construed so as to include the Bank Stock. Accordingly, it was also neces- sary for the House to affix a definite legal meaning to the word " funds." Their lordships held that there was no falsa demonstratio in this case, the words of the Will being too closely connected together to admit the opera- tion of the maxim before stated. Moreover, the term " funds," used alone, must be taken to mean the Govern- ment or public funds, that is, those appropriated by parliament to the payment of the public debt, for which {x) Goltman v. Gfregory, 40 L. J. Ch. 352, where several important common law authorities are cited. (3^) 25 L. J. Ch. 573 ; Judgt. of Stuart, V.-C, and the affirming judgments of Knight-Bruce and Turner, LL.JJ., re-affirmed; 7 H. L. Cas. 273, 283 ; 28 L. J. Ch. 616 ; unanimously decided in 1859 hy Lord Chelmsford, C, Lords Cran- worth, Wensleydale, and Kings- down, the last learned Judge con- curring, though with hesitation. OP EXECUTORS AND ADMINISTRATORS. 509 purpose Bank Stock never was employed, that being merely a perpetual share in the profits of a trading corpo- ration. Lord Wensleydale also repeated the important ob- servations made by him in Abbott v. Middleton (z), as to j^^g ^^ ^^ the paramount importance of adhering to the rule of con- construing . . , , 1 1-1 words in a struction, that words must, iinless obviously repugnant or wm. absurd, have their natural meaning assigned them. Their lordships held then, for the reasons stated, that the god- daughter did not take the Bank Stock, but only the pro- perty in the funds, although, as stated by Lord Justice Turner in the Court of Appeal, if the testatrix had had no money in the funds at all, the Bank Stock, under such circumstances, might have passed. This point, however, was not before the Court, and therefore no conclusive statement can be made upon it. The general rule in regard to the power of a Court of Rvde as to Construction to insert words in a Will was thus stated ™ords'iu a by Sir J. Komilly in the case oi Abbott v. Middleton (a) :-— Will to " Whenever the context requires it, words may be sup- meaning. plied, changed, and transposed. To determine, however, where the context requires this change, insertion or trans- position of words is much more difficult, and there is no doubt this power is one that ought to be exercised very cautiously lest a meaning be given to the Will different from that which the testator intended. But when it is required to give one uniform and consistent meaning to the whole sentence which, without it, would be irrational or repugnant, it may properly, and indeed must be exercised." Abbott V. Middleton, shortly stated, was as follows : — AbhoUv. A. bequeathed to his wife B. an annuity for her life and '^' the life of his son C, and directed that the principal pro- ducing this should, on C.'s death, go to his children as he (a) Referred to, ^osi, p. 527, n. (&.) worth and Wensleydale, diss., 7 H. (a) 21 Beav. 143 ; 25 L. J. Ch. L. Gas. 68 ; 28 L. J. Ch. 110 ; 113 ; affirmed in the House of Abbott v. Middleton was followed Lords by Lord Chelmsford, C, and in Gordon v. Gordon, L. R 5 E. & I. Lord St. Leonards ; Lords Cran- App. 254. 510 WILLS OF PERSONAL PEOPEETY. Whole context of language to be considered. When words may be intro- duced into a wm. might will, but in case C. died before B., then to other persons. C. died in A.'s lifetime, leaving a son D., and the question in the case was whether D. was or was not to take, the other claimants contending that as C. had died in B.'s lifetime, the gift went over to them. The Master of the Rolls, however, held that the whole context of the Will was such as to require additional words to make it consistent with the obvious intention of the testator. Those were "without issue," and the portion of the context where they should be inserted was between "dying," and "before his mother," because the testator had clearly intended the gift to go over only in the event of his son dying either unmarried, or married but leaving no children. This decision was affirmed, though by no means unanimously, as we have seen in the House of Lords, and it is important to consider the judgments of the dissentient lords before whom the case was heard. Their lordships seem to agree with the doctrine expressed in the case of Eden v. Wilson (6), that although words may be interpolated into a Will where its language is so inconsistent as to require such assistance to effect- uate the testator's intention, yet they held that no necessity existed for having resort to this rule under the circumstances before them. Thus we come round again to see that canons of construction may be applied or not according to the view of a case taken by individual judges. Of course, in entering upon a hostile examination of the judgments of distinguished lawyers, one must always do so with considerable diffidence, but it really seems that had a contrary decision been given to that which was pro- , (J) i H. L. Gas. 257. AU the important cases on the subject of the text, down to 1856, will be found collected in Abbott v. Middle- ton, approved in Gordon v. Gordon, L. E. 5 E. & I. App. 254. See also Sope v. Potter, 3 Kay & J. 206 ; Perkins v. Fladgate, L. R. U Eq. 64; 41 L. J. Ch. 681, where the testator, after gifts of legacies, said, " I leave to my sister M.," and this was held to pass the residuary estate to M. V. -C. Bacon expressed his objection to adding words to a "Will, except where it would be unintelligible without them, but decided that this particular paper was quite intelligi- ble in itself. OF EXECUTOES AND ADMINISTRATORS. 511 nounced in Abbott v. Middleton, justice, common sense, and the intention of the testator would alike have been completely sacrificed. There can be no doubt, how- Caution witli ever, that the authority of a Court of Construction to ^i^i^iitiie . . ■'. . . power to insert insert words m a Will, is — as all the learned judges in words is used. the above case distinctly declared — to be exercised with the utmost caution and judgment, and as stated by Lord St. Leonards^—" that the intention to be found on the face of the Will, could alone justify anything of the kind " (c). To show how extremely reluctant judges are to exercise instances of this particular power, except under the most extraordi- q^^^JT"^*^ nary circumstances, we may mention two comparatively polate words ■ recent cases of some singularity, where this unwilling- "'^ ^ ' ness appeared. The first is the case of Clarice v. Clem- gia^i^ t. mans (d). There, a testator gave to A., and to the Clem/mam. widow of my late brother J., ^950 each. He then gave the residue to E., and after her death to two persons "and my brother J." The question here was, whether the Court of Chancery could insert the words " the widow of" before the other words — "my brother J.," in this residuary bequest, and Vice-Chancellor Malins held that they could not be inserted, although it was clear that the testator had never intended to give any share to J., whom Where Court he knew to be dead (d). The Court of Construction has p^^g^^ords. no power to act on mere conjecture, or strike out one name and insert another, but the Court may arrive at a conclusion from the frame of a Will, and even supply the Ma/ supply an name of a person omitted when.it is beyond doubt that ^^/ceXhT such person was intended to be benefited, and no other circumstances. name appears (e). In short, wherever it becomes neces- sary to effectuate a testator's manifest intention, and give his Will that construction which it is clear he must have meant it to have, then the Court may reject, transpose, or supply words, and vary their primary meanings. A re- (c) See ante, p. 510, n. (b). Pole, 2 CI. & F. I9i. See also {d,} 36 L. J. Ch. 171. 2 "Wms. Exors. Ft. 3, bk. 3, ch. 2, («) Doe iem. WicJchamv. Turner, § 1, 1081, et seq. 2 Dowl. & By. 398; Langstm v. 512 WILLS OF PERSONAL PROPERTY. Name where not supplied. of word "Family" a. Will of personalty. " Family " primarily ' signifies "children.' markable instance of this occurred in Passmore v. Hug- gvns, 21 Beav. 103; 25 L. J. Ch. 251, where "future" was read " former." See also In re Ridge's Trust, where gaps in a Will were filled up by judicial implication, L. R. 7 Ch. 665 ; 41 L. J. Ch. 787. See post, p. 547. The next case is Driver v. Driver (/), where A., after making certain dispositions, said : — " and any property of which I may die possessed, and I nominate and appoint my son B.," sole executor. Here then, there was a gift of the residue, but no mention of the person who was to take it. Vice-chancellor Bacon, after remarking that he was permitted to gather the testator's intention only from the words of his Will, held that, as this did not appear, he could not supply it, and therefore that the testator had died intestate as to his residuary estate. An executor is also often called upon to affix a meaning to certain general words which occur in a Will. Many of these have already been referred to in our previous chapter on Personal Property (g) ; but there are one or two which may be noticed or further alluded to here, and first as to the word " Family.'' As to this teim, it may be stated that although various significations may be ascribed to it by reason of the phraseology employed in the con- text of a Will, yet, its primary meaning in a Will of personalty is (h), and has always been, held to be the children (if any) of a testator. The present Master of the EoUs in his judgment in Pigg V. Cla/rke, after noticing the various senses in which (/) 43 L. J. Ch. 279. (j') See Index for these. Note. — When it is said that an executor is called upon to construe words, we mean, of course, that he may go to a Court of Construction for such purpose, and this is the Chanaery Division of the High Court of Justice. (h) Pigg V. Clarke, L. E. 1 Ch. Biv. Vol. III. 672. 45 L. J. Ch. 849 ; Barnes v. Patch, 8 Ves. 604. The latter is one of the earliest cases, and the former is the latest case on this subject, decided respec- tively by two of the most eminent Masters of the Rolls, namely, Sir W. Grant (1803) and Sir G. Jessel (1876). It may also be remarked, that the late Lord RomiUy, M.R., held a similar view in Me Terry's Will, 19 Beav. 580, which was fol- lowed by Sir G. Jessel. As to the meaning of " family " in a Will of realty, see next page. OF EXECUTORS AND ADMINISTRATORS. 513 "family" has been used, said that "the law has settled ■which of the several meanings of the word is the prim/iary one, and then you require a context to give it one of its other meaniiags .... I consider it settled, therefore, that where there is no context, and where there are chil- dren of a person to whose ' family ' a gift is made, the children are exclusively entitled." In the absence of a controlling context, however. May include " family " may include relations (i), next of kin (k), or in jf ^^otmn- a devise it means inheritance, testator's heir-at-law. t™Uedby Thus, where a testator gave his realty to be divided equally between his two sons who were to enjoy the interest thereof, and then it was to go to their respective famUies, it was held that the two sons took as tenants in common in tail (l). In a Will of pure or mixed realty, the word " family " Meaning of does not primarily mean "children," but denotes rather "^^J^J"'-^^ '' . , devise. those who take according to that species of succession which belongs to inheritance (m). " Issue " is another of these general words, and here " Issue," its again we have to consider first its primary meaning. " The term ' Issue ' is of very extensive import, and when used as a word of purchase (n), and unconfined by any manifestation of intention, will comprise all persons who can claim as descendants from or through the person to whose issue the bequest is made ; and in order to restrain (i) The word, "relations" has (») That is, in a legal sense, one been held to mean next of kin. indicating in whom the title to an meaning. 3 De G. F. & J. estate commences after another per- il 3. son's title expires by the operation (i) Snow V. Teed, L. E. 9 Eq. of a Will, or other instrument. See 622 ; 39 L. J. Ch. 420. ante, p. 84. The technical word (]) Lucas T. Goldsmid, 29 Bear, "purchase"— which signifies pos- 667 ;, 30 L. J. Ch. 935. session of lamds by a man's own act (m) See, as to this, amte, pp. 68, or agreement, and not by descent — is 69 ; and ftirther, as to word not, strictly speaking, applicable to "family" in devises, the cases the acquisition of personalty, al- cited in Lucas v. Goldsmid ; see though we apply the term thereto also, on the subject generally, 1 in a sense analogous to that used in Hop. Leg. 137—142. regard to realty. 514 WILLS OF PERSONAL PEOPEKTY. Meaning of " issue " restricted only by context of WiU. Primary meaning of "chUdren." How meaning of word " issue '■ may be restricted. the legal sense of the term, a clear intention must appear upon the Will " (o). The rule then being here, as in other cases, to give the word " issue " its primary meaning, there must appear on the foice of the Will a clear intention to restrain such import, which being so, no extrinsic evidence is admissible in support of an attempt to affix a secondary meaning to the word. It may then be shortly stated that the ordinary and primary meaning of the word when con- fined to children, is legitimate children, male and female, especially where used with its correlative " parent " ( p) ; that " children " primarily means issue in the first de- gree (g), but that the primary signification of the term standing alone is, as before stated, that of descendants in a more remote degree. The word " issue," . then — ^which always includes chil- dren, though the converse of this is not the case — may be, and very often is, construed as meaning " children," when there are any words in the context of a WiU which can fairly be taken as restrictive of the wide import which standing alone the word naturally has. Thus, taking two cases cited by Mr. Eoper, we shall see how this limiting of the primary meaning of issue may take place. In the first, that of Horsepool v. Watson (r), the produce of sale of realty was given " among all the issue, child or chil- dren of J. by his wife M. and their representatives equally." Here it was held that the testatrix had limited the mean- ing of "issue" by coupling with it "child or chUdren." (o) 1 Rop. 94 ; 2 Wms. Exors. pt, 3, bk, 3, ch. 2, § 2, 1112. See also Martin v. HolgaU, L. E. 1 H. L. 175 ; 35 L. J. Ch. 789, where "issue" was read as "children." Where " children " was held not to mean " issue," see Pride v. Fooks, 3 De G. & J. 252 ; 28 L. J. Ch. 81. (p) Per Lord Hardwiote, iu Harf V. MiddUhurst, 3 Atk. 373 ; also SibUy v. Perry, 7 Ves. 522. (q) Per Lord Kingsdown, in V. Byng, 10 H. L. Cas. 171 '. 31 L. J. Ch. 470. " ChUdren," in its primary sense, is to be read as a word of purchase, and to be con- fined to issue in the first degree. But it is equally clear that it is a flexible term, which may, by the context of a will, be converted into a word of limitation, and inter- preted "heirs of the body. " (r) 3 Tes. 383. OF BXECUTOES AND ADMINISTRATORS. 515 Again, in Sibley v. Perry (s), the testator gave to J., R., Where and M. £1000 each if living at his death, but in the event jl'" chiidSn*" of all or any of them previously dying, he willed that " the lawful issue of every one of them so dying should equally have and enjoy the £1000, which their respective parents, if living, would have had. On these facts. Lord Eldon said that as the word " parents " must be understood to mean father and mother, which also more clearly appeared from another legacy in the same Will, the coiTelative " issue " must be taken in the sense of " children." Hav- ing thus seen how the word " issue " may be confined by the context of a Will, we will now direct our attention to the word "children," when used alone in a bequest, putting some imaginary cases for that purpose : — (1.) A gift of £1000 to "the children of B.," and he "Cluldreu"m has no child, or one child, or children. * (2.) A gift to the " children of B. who shall be living at my death," and B. has two, his wife being also enceinte. (.3.) A like gift to B. and his children. (4.) The same to B. for life, with remainder to C. ab- solutely, and in case C. dies under age, or un- married, without a child, then to D. {t). The first of the above cases is one simple in appear- ance, but it involves some points of interest and import- ance. Let us first consider what results from such a bequest where B. has no child at all. Here then is an executory gift, and although there be no child in esse, either at the date of the testator's Will or at his death, yet the gift must, by the strict rule of law, remain intact until a child, or children be born (u). Another point here arises ; namely, what is the extent of the period during (s) 7 Ves. 522, with which read should die without issue, then to Soss Y. Moss, 20 Beav. 645 ; May- B., see post, p. 527, n. (J). nard v. Wright, 26 Beav. 285, on (m) This is not so, however, as we this particular point. have seen, in the case of an exe- (t) As to a gift to A., and if he cutoiy devise, ante, p. 504. h h 2 516 WILLS OF PEESONAL PKOPEETY. Presumption of law as to a man or woman having cMldren at any time during life. Improbability as to having Bequest to "children" and there are none in esse at testator's death ; or one child or children. which the law presumes a person of either sex, capable of having offspring born to them. In answer to this it may be stated, that the general presumption of law on the likelihood of issue being bom during a person's lifetime, whether the person be a man or a woman, is that it is possible for each to have issue at any time before death. But this presumption has in several cases been set aside, and improbability has been considered in preference to that possibility which the law presumes. Thus in the case of Price v. Boustead (v), Lord EomUly, M. E.., ordered the transfer and payment of trust funds to a spinster who was upwards of fifty-three, and this ruling was followed by Kindersley, V.-C, in Haynes v. Haynes {x), requiring of course the usual undertaking to refund in the event of issue being born. Having seen how the gift stands in our imaginary case where there is no child in esse, we will now suppose one child to be in existence at the death of the testator. From the terms of the bequest, it is clear that all the children which B. may ever have are to share in the gift; accordingly,|the sum must be taken care of to answer the claims of the future children, if any, and where " issue " is used — their children also. Assuming then any to come into existence, how do they all take ? Ever since the time of Lord Eldon the law has been that under these simple circumstances here put, the chil- dren will take as joint tenants, and, therefore, the survivor of the class only will take the whole sum bequeathed (y). All bequests, however, it is obvious, are not so simply expressed as the one we have — with a view to note prin- (d) 8 L. T. (N. S.) 565. (x1 35 L. J. Ch. 303, in a note to which are collected all the cases con- cerning the presumption of females being past child-bearing. See also Me Millner's Estate, L. E. 14 Eq. 245 ; 42 L. J. Ch. 44, where a lady, aged 491, had been married to her husband fortwenty-six years without issue, and the Court presumed that she never would have a child by him. In such cases, however, as in Haynes V. iHitj/mes, ' the Court requires an undertaking — ^but nothing more — that in the event of issue being born after the liberation of the fund the money will be returned. (y) Cooke v. He Tandes, 9 Ves. 204, cited in 2 "Wms. Exors. pt. 3, bk. 3, ch. 5, I 1, J 462, and sea the note (m) ther?. OF EXECUTORS AND ADMINISTEAT0R8. 517 ciples — been considering, and the addition of a very few words to those given would lead to a far different con- struction. Tims had the gift been given "between the Words creating children of B.," this would have created, on the other hand, co^^T^ ''^ a tenancy in common (z). 2. In our second case, we suppose a gift " to the children Second case of B., who shall be living at my death," and B. has two, his ""^idered. wife being also enceinte. Here we have a gift to children as Gift to a a class, to be ascertained at testator's death, and onlv then, f?'^*. '^; , , . , . . ,. . . J ^ > tinguished by which is meant m contradistinction to individuals men- from gift to tioned by name; and the class comprehendsln this instance Ji^e''^"^ ^^ what the terms of the gift specify, namely, those and only those, living at the death of the testator, and also the child en ventre sa mere (a). This distinction between giving to persons in a class and giving to the same nominatim is of considerable importance, because if a sum be given to " the children of B.," this being to them as a class will, in the ab- sence of a controlling context, make them joint tenants, and if one dies before the others there is no lapse. If, on the other hand, the same sum be given to C, D., and E., respec- (2) Attorney-General v. Fletcher, said 'Wood, V.-C, in Gahh v. Pren- L. R. 13 Eq. 128 ; 41 L. J. Ch. dergast, 1 K. & J. 439 ; 24 L. J. 167, decided on the authority of Ch. 431, " that the notion is some- Laskbrooke v. Cock, 2 Mer. 70.1 what startling . . . and it would *{a) The true rule of English law be a surprise on a, testator to be » jj^g „f j„ on this subject was thus stated by told, that under these words he had as to unborn Wickens, V.-C, ia. Pearce v. Oar- let in all the illegitimate chUdreu child being rington, 42 L. J. Ch. 516 ; afarmed he might at any time have had ; considered in L. R. 8 Ch. 969 ; 42 L. J. Ch. but with regard to a settlement, '**^- 900: — "In construing a Will, a the case is of a somewhat different child in its mother's womb is character, since a settlement ope- treated as living, where so to treat rates at the execution." See also it gives the child an interest, vested the important case of Hill v. Crook, or contingent, which otherwise it L. R. 6 H. L. 265 ; 42 L. J. Ch. would not have, — unless, of course, 702, as to "children" in a Will there is a clear intention to the including illegitimate children, contrary." where the expressions therein used, fKoTB. — If a gift be to "children or circumstances, raise a probability -f "Bom, or to bom, or to be bom," these words that the latter were intended to be bom."^ will include all his children, legiti- take with the former as an entire r mate or illegitimate. "I confess," class. See also crofe, p. 492. 51S WILLS OF PERSONAL PROPEETT. Other words creating joint tenancy. Distinction to I)e o1)8erved in these cases. Case of no lapse of legacy when legatee dies in tes- tator's life- time. tively (6), or when they, the children of B., attain a certain age (c), they will not take as a class, because the testator will be presumed to have indicated a severance, but they will take as tenants in common, that is with distinct but un- divided interests, so that if one predecease the testator, his share will lapse and fall into the residue. A distinction, however, must be noticed between cases where a legacy is given to a class of persons in general terms as tenants in common, as to the children of B., and those instances where it appears upon the face of the Will that particular objects at the date of it were intended to take the pro- perty. In the former case there would be a lapse by the death before the testator of one of the legatees or a revocation of the bequest to him. In the latter such would not occur, since it would be presumed that those persons of the described class who should survive the testator, were the only objects of his bounty. The following case — here put shortly — cited in " Roper on Legacies " will illus- trate what is meant : — A. gave to the children of M. £2000, to be equally divided among them. At the date of the Will M. had three children, J., E., and W., but W. died before the testator, and it was contended that in con- sequence a certain portion of the £2000 lapsed into the residue. But the Court of Chancery declared that the children of M. living at the testator's death, were entitled to the whole of the £2000 {d). (f>) Be Hodgson's Trusts, 1 Kay & J. 178 ; Re Moore's StMement Trusts, 31 L. J. Ch. 368. (c) See Bcmd v. Nerth, 33 L. J. Ch. 556, with which read McGregor T. McGregor, 1 De G. F. & J. 63. The mere circumstance of children having to come into esse at different periods does not create a tenancy in common, Amies v. Skillerti, 14 Sim. 428 ; 14 L. J. Ch. 165 ; hut it appears that words indicating at what age they axe to take will create such "tenancy, Weodgate v. Urvunn, 4 Sim. 129 ; tnt the dis- tinction appears rather refined. NoTte. — The most lucid exposi- tion of a gift made to a class, which has come under the notice of the present writer, is that of Lord Cot- tenham, C, in Barber v. Barber, 3 Myl. * Cr. 688 ; 8 L. J. Ch. 36, on the point of the case connected with the present subject the judg- ment of Lord Langdale, M.K., 7 L. J. Ch. 70 (1837 and 1838). See next page. (<^) See, for a gift of realty to OF EXECUTORS AND ADMINISTRATORS. 519 If, ia the imaginary case we have put at page 515, A. What becomes has no children living at the testator's death, the gift, "^f^^^u^g nevertheless, still remains available for any' that maybe to take at born afterwards, but in the meanwhile the interest falls ^^ti^^ into the residue (e). It may be necessary to remark here that the word "Class "may " class," used above in reference to children, is by no means sorts'™ per- confined to them, but the term may include other persons, ?ona where if the intention be to do so. Thus, a gift by Will to A., aoao.'°°^ and after her death to her surviving brothers and sisters, Brothers and where it would be held that those living at the death of ^'^ ^'^^' A. would alone be entitled (/). A gift for the benefit of Unbeneficed unbeneficed curates whose annual incomes do not exceed ""^^ °^' £35, and to such as shall be recommended in a particular manner (g), in which case there would be two separate classes ; also a bequest of residue to executors, followed Executors and by an appointment of persons as such, is a gift to them residuary as a class in their official character ; accordingly, if one dies in the lifetime of the testator, the whole residue vests in the two survivors (h). But such a case is to be distinguished from one like the Barber t. following already alluded to (i). Here a testator directed •^'"■*'''' that on a certain event happening, his property should become the property of A., B., C, and D., to be divided be- tween them in equal shares, and he appointed these persons his executors. . He also appointed E. and F; as additional executors, and ordered that if any of these parties refused to act as executor the bequest to him should be annulled. The event above-mentioned happened, and only three of cbUdren as a class, ParJcer v. Hare, 453. Tootal, 11 H. L. Gas. 143 ; 34 L. J. (A) Knight v. Gould, 2 Myl. & Ex. 198. K. 295. (e) Harris v. Lloyd, Turn. & (i) Barber y. Barber, 3 Myl. & Rnss. 310. Cr. 688 ; 8 L. J. Ch. 36, reversing (/) Davies v. Thorns, 3 De G. & on the particular point above, 7 S. 347 ; 18 L. J- Cli- 212. L. J. Ch. 70. (a) Pennington v. Buckley, 6 520 WILLS OF PEESONAL PIIOPERTY. Decision of Lord Langdale, M.B,. Eeyersed by Lord Cotten- bam. Nature of gifts to a the nominated executors, namely A., B., and C, acted and proved the Will, whereupon the question arose as to what became of the share that D. would have been entitled to had he acted as executor — did it belong to A., B., and C, or did it lapse ? Lord Langdale, M. R, held that the executors, as residuary legatees, constituted a class, and that they took the share of D. His Lordship's decision on this particular point of the case was reversed by Lord Cottenham, C, who held that the executors did not constitute a class, and that the share of D. lapsed for the ben^fit of the testator's next of kin. The Chancellor, in a judgment which we have recently commended to the reader's attention, said : — " A gift to a class im- ports an intention to benefit those who constitute that class ; but a gift to individuals, described by their several names or descriptions, though they may together consti- tute a class, implies no intention to benefit the class, but the individuals who, together, claim as a class ... If the three surviving executors, to whom the share of the residue was given, were entitled, they must be so entitled as constituting the class intended to be benefited. Now, what is the class they so constitute 1 Not the executors : because there were two other persons named besides the four intended to be benefited; and although the two others declined to prove, so that the three in fact are the only acting executors, yet the class of executors as con- templated by the testator, constituted the six. There was clearly not an intention to give a benefit to such of the six as might act as executors, for that might be giving a benefit to two. There is, therefore, nothing in common with Knight v. Gould, or any other case, where the gift has been considered in favour of such as might act . . ." To effect a gift to persons as a class, which a testator him- self constituted, and who may be in a condition to take at a particular time, he may use expressions from which such intention may be fairly deduced, but such an intention cannot be inferred from a gift to persons nom/matvm. OP EXECUTORS AND ADMINISTRATORS. 521 We have thus quoted from the judgment in Barber v. Barber at some length for two reasons, first, because it is one which well illustrates principles, and secondly, shows by a chain of good reasoning, how those principles are applicable to facts of a somewhat peculiar character. Again, the use of the word " relatives " may constitute KektiTes con- a class, as where a testatrix gave her residuary estate to ci^sf"^ * her " relatives " (h). Lord Romilly said, that it was settled that under a gift of this description, which was one to a class to be ascertained at the testator's death, also that relatives meant the persons who would take under the Statutes of Distribution (I), and that their position was that of joint tenants. If the Statutes of Distribution Effect of nam- are expressly — not impliedly — named in a bequest like n^ing the the above, the relatives would take as tenants in common Statutes of Distnbution m the same shares that they would take on an intestacy, in gifts to but if the Statutes of Distribution are not expressly named, * ''^^^• the case is different (m). Lastly, annuitants may form a class where the testator intends them to do so, and the survivor may take the interest of a deceased member of the class ; but if the intention "be otherwise, as where an annuity is given " to be equally divided between A. and B. for and during the joint lives of the survivor or longer liver ' respectively,' " A and B. will take as tenants in common for their j oint lives and the life of the survivor. Thus, supposing an annuity of £1000 to be given in the way just described ; if A. dies fitst, his legal representatives will be entitled to a moiety (*) Eagles Y. Le Breton, L. R. 15 Joint tenants are incapable of giving Eq. 148 ; 42 L. J. Ch. 362. their respective shares hy "Will. (Q 22 & 23 Car. 2, c. 10; 1 Ja. 2, Wms. R. P. Ch. 6. The former ^ j7_ statement does not imply that one (in) See also Bullock v. Dovmes, co-trustee is necessarily responsible 9 H. L. Cas. 1 cited in the former for the acts of another; he is not so; gjjgg nor is one co-executor necesscmt/i/ jj-Q.jj,_ y^Msfees also form a class, liable for the default of another, in and by appointment and acceptance the absence of collusion. Townley v. of office become joint tenants. See Sherborne; Bricey. StoJces, 2 L. C. Mton V. Smth, 2 Beav. 236. Eq.. 899. Annuitants as a class. 523 WILLS OF PERSONAL PEOPERTY. A gift "to B. and his children, '' Gtitt to a class, where the legatees stand in different degrees of relationship. Gift "toB. and his Sift of realty to A., his off- spring, issve, or seed. of the annuity during B.'s life; whereas,, if A. and B. had been joint tenants, B. would have enjoyed the whole annuity during his life (n). 3. In the next of the imaginary cases proposed for con- sideration on page 515, we have a gift "to B. and his children." Now, is this a gift to a class or not, for the donees do not stand in the same relationship ? The prin- ciple involved in all bequests like this is identical with that enunciated by Wigram, V.-C, in Sutton v. Torre, where a bequest was to testator's daughter and her younger children (o). " In the case of a bequest of per- sonalty to A., B., and C, they would no doubt take as joint tenants. In the case of a gift to a class of persons, as children or grandchildren, they would take as joint tenants. And if, instead of being a bequest to a class, a stranger be added, they would still take as joint tenants. The question here is, whether if one of the cZctss he in a different degree, ex. gr., a mother, the case is the same. I am of opinion that, upon principle, the case is the same, and the cases seem to warrant the conclusion that it should be so" {p). If the gift just considered, had been to "B. and his issue," a very different construction must have been put upon it, because, as we have seen, " issue " in the absence of other restraining words, includes remote descendants. A gift of reklty by "Will to A. and his children, offspring, issue, or seed, would confer upon, A. an estate tail(g'), and (») Bryan v. Twigg, or Mawan V. Brycm, L, B. 3 Eq. 433 ; 36 L. J. Ch. 45, and see this case under the former name in L. B. 3 Ch. 183 ; 37 L. J. Ch. 249, aifirm- ing an order of Malins, V.-C, — made on the authority of the judg- ment of Kindersley, V.-C, in the first case — as to the mode in which the childi-en of one of the an- nuitants, A. and B., took. (o) 11 L. J. Ch. 255 ; 6 Jur. 234. (p) See also De Wttte v. Be Witte, 11 Sim. 41 ; 9 L. J. Ch. 271, Trhere a, daughter and her children took as joint tenants of a residue given in trust. The reader will, of course, bear in mind, 1 Vict. c. 26, s. 33, as to no lapse arising on gifts to children and other issue of testator. (?) 2 Black. Comm. 115. Not so by deed, the rule being that a OF EXECUTOES AND ADMINISTEATOES, 523 a rule of law generally stated, says, that -words in a Will which, if applied to realty, create an estate tail, will, if employed in regard to personalty, confer an absolute gift upon the donee. Accordingly, in a testamentary gift of Gift of per- money to "B. and his issue," B. takes the sum absolutely, B™Sthf and is the same as if the gift had been to him and the teirs of his heirs of his body. Such would also be the case where the " ^' gift of personalty is to " B. and his offspring," for this term is, when used simpUciter, synonymous with issue. This was so held in the case of Young v. Davies(r), where Kindersley, V.-C, entered into both a legal and an etymological examination of the term. In Young v. "Offspring." Bavies, a testator gave certain dividends to his son G., and after G.'s death to his own "surviving daiighters and their lawful offspring." The testator at his decease, left his son , and four daughters, C, E., A., and M., and it appeared that his Will had been attested by two of these, C. and E., the gift to whom was therefore void (s). E. having died in the son's lifetime, the son predeceased his other sisters. The survivors C, A., and M., had between them fifteen children and eleven grandchildren, and the main question for the Court was whether these latter should be comprehended under the word "offspring." Kindersley, "Offspring" '^ . . . 1 in its primary V.-C, said that the term m its proper and natural sense, meaning extends to any degree of lineal descendants, and has the ^gg^g^^aJj')^ same meaning as " issue." " If," observed his Honour, " this was real estate, and the word ' issue ' was used, it would confer an estate tail ; but being personalty, it con- fers the absolute interest, and is a word of limitation, not of purchase." The Vice-Chancellor held that a life ■Will is to be construed less strictly in the text, would create a life estate tliaa a deed, on the ground that a only, for the words are not con- testator may hare lieen iriops con- sidered to be those, technically silii, that is to say, not have had the speaking, of procreation, same opportunity of proper assist- (r) 2 Dr. & Sm. 167 ; 32 L. J. ance when making the former as m Ch. 372. making a deed. Expressions, then, (s) Under 1 Vict. c. 26, s. 15. in a grant of realty, similar to those See cmte, p. 328. 524 WILLS OF PEESONAL PE.OPBRTY. interest was given to the son, that hy the surviving daughters the testator had meant those living at the son's death; that "offspring" meant issue; lastly, that the daughters took absolutely as joint tenants, "which being so, and the gift to the attesting daughter being void, the other daughters as joint tenants took the whole, there being no lapse of C.'s share (t). Survivorship. This case introduces us to some words of allied meaning, frequently occurring in Wills, and which have led to much litigation. These are "survivors," "sur- vivor," " survivorship," " surviving," &c. The real literal meaning of the word survivors is clearly those of a number of persons who outlive the rest, the survivor being t)ie one who outlives them all. The right of survivorship, or as it is sometimes called, the right of accruer or accretion, and in the Eoman Civil Jm accres- Law, jus accrescendi (u), is the chief feature in a joint tenancy, whether of realty or personalty, and is, as we see, one also often of very great importance in considering and determining the rights of legatees. Swrvimr. Let US put a case by way of illustrating principles, and with that object, we cannot do better than to take the case supposed and examined by Lord Justice Turner, in his judgment in White v. Baker (x). " Where," said his lordship, " there is a bequest to A. for life, and after his death to B. and C, or the survivor of them, some meaning must, of course, be attached to the words ' the survivor.' They may refer to any one of three events : (1) to one of (i) See also, as to tlie construction of "offspring," Thompsonv. Beasley, 8 Drewry, 7 ; 24 L. J. Ch. 327, wliere " offspring " was used in the alternative with " child," and the same learned Judge held that "off- spring " meant other than children. But in Uste/r v. Tidd, " offspring" was held to include children to the exclusion of grandchildren. 29 Beav. 618. (m) See the note in Sandars' Justinian, to sect. 1 of Tit. 15 in Lih. 2. (x) 2 De G. F. & J. S5 ; 29 L. J. Ch. 577. This case in itself is not one so well calculated to exemplify general principles, for, as stated by Wood, V.-C, in In n Hviatrn's Trusts, L. R. 1 E(i. 298, the de- cision there turned upon the par- ticular language of the Will. OF EXECUTORS AND ADMINISTRATORS. S23 the persons named surviving the other ; (2) to one of them only surviving the testator ; or (3) to one of them only surviving the tenant for life ; and in the absence of any indication to the contrary, they are taken to refer to the latter event, as being the one most probably referred to. But where, as in the present case, the bequest is to A. for life, and after his death to B. and C, and in case either of them dies in the lifetime of A., the whole to the survivor, it is plain that the words in their natural im- port refer to the one surviving the other, and the ques- tion is, not to which of the events above mentioned the testator intended to refer, but whether there is any con- text to alter the ordinary meaning of the words which he has used." Lord Justice Turner intimates here the well established ajid common sense rule that the word " sur- vivor " must, like all others in Wills, be allowed prima, facie to have its literal signification, of those surviving at the period spoken of by the testator, and no other, unless, of course, such meaning would violate the clear meaning of the rest of the instrument containing it (y). The following case, from the simple character of its circumstances, will completely illustrate the necessity Where "sur- which occasionally arises for reading the word " survivor " " otber.''^'^ otherwise than with its ordinary meaning, so as to effec- tuate a testator's intention. We refer to In re Row's Estate (a), the facts of which were these : — W. Row, by Case of In re his Will, dated in 1828, devised certain freeholds to J. P. ^^''^ ^'^'• for life, with remainder as to one undivided fom-th part (y) See also the luminous exami- of Lord Selborne, C, in Waite v. nation of the signification of "sur- lAttUwood, L. E. 8 Ch. 70 ; 42 L. vivor " by the same learned judge J. 216, reversing a decision of Lord ialnre Qregson's Trusts, iDeG. 3. EomiUy, M.E. With this read & S. 428 ; 34 L. J. Ch. 41 ; In re Wake v. Ywrah, 45 L. J. Ch. 533 Keep's Will, 32 Beav. 122, -which (App.), affirming HaU, V.-C, L. E. also illustrates how the word may, 2 Ch. Div. 348. In the former case by the context of a Will, be con- "survivor" was construed so as to strued " others; " also De Oaragnol effectuate the testator's intention. V. Liardet, Id. 608, and the pre- (z) L. R. 17 Eq. 300 ; 43 L. J. liminary remarks in the Judgment Ch. 347. ^^® WILLS OF PERSONAL PROPERTY. thereof to his daughter C, his grand-daughter E., and his two natural daughters M. and H., to the use of trustees upon trust to pay the income to them in equal shares. Testator then ordered that from and after the death of any one or more of them, then the share of each so dying was to go to the use of their child or children equally as tenants in common in tail, with a clause of accruer on the death of any children without issue to the surviving children as tenants in common in tail. Then comes the material part of the case, " and in default of such issue, then as to the share or shares of such of them, C, E., M., and H., whose issue should so fail, to such uses upon such trusts for the benefit of the survivors, and sui-vivor of them as tenants in common, and their and her respective issue, as hereinbefore declared, touching their original share and shares." Then followed an ultimate limitation to testator's right heirs in fee. By a codicil, the testator revoked the estate in remainder after the death of J. P., as to the shares of C. and E., and directed his trustees to stand possessed of those shares after J. P.'s death, in trust for M. and H. for their lives, and for their children and other issue after their deaths in like manner as in his Will expressed concerning their original shares ; that is to say, to the same uses in favour of the survivor of them. The tenant for life died in 1866. H. died in 1867, leaving one child, a son, J. M., to whom his mother's moiety was paid, under an order of the Court of Chan- cery. M. died in 1873, a spinster. The question then arose as to whether J. M., the only child of H., was en- titled also to M.'s moiety. The Court held that he was, because the word " survivors " here must mean " others." The reported judgment on this point of the case occupies only two lines, but the reason for giving this meaning to the word under the above circum- Exammation stances is plain. If the literal signification of the term ^LmJ^C had been fastened upon it, or in other words, if the gift in In re Row's ^^^ heeu read as to the issue of the longer liver of M. JEatate. OP EXECUTORS AND ADMINISTRATORS. 537 and H., what would have resulted 1 Simply this, that inasmuch as the longer Zwer, M., died without ever having married, her moiety must have failed because she had no issue to take, but as the other, H., had issue, it was fairly interpreting the language of the Will, to assume the testator's intention to have been that the issue of the other should take in the event of one of the two dying without issue. It is true that in this Will there is an ultimate limitation to the testator's right heirs in fee, but this was meant to take effect only if no issue at all should have survived H. and M. The question in all Intention ia cases similar to this is one of intention, indeed, to use the these cases. language of Lord Justice Turner, in In re Gregson's Trusts (a), "it is the governing question. . . . The law is subordinate to the intention. It comes into force only when the intention has been ascertained." Accordingly, to give effect to a testator's meaning, as collected from the language of his Will, the Court may, as has been re- peatedly held, do all in its power — as by varying words or their meanings — to discover the testator's intention, and make an otherwise irrational Will perfect (6). An all-important question often occurs in these cases Period to turning upon survivorship, and that is, at what particular yiTorsMp' period of time are the person or persons answering the de- refers, scription of survivor or survivors to take the property given to him or them as such ? We will put a case on the subject. CHpps v. M. bequeathed to a trustee a sum of money in trust to pay the interest to her hiisband N., for his life, directing that Wolcott. (a) See supra, n. (y). L. R. 3 Eq. 487 ; 36 L. J. Ch. (h) See the cases cited in In re, 573, as [to the meaning of "next Row's Estate: Jachson v. Sparks, surviving son," in -which Wood, mj.J.Ch. 15; Burryv. Morgan, V.-C, also says, that "without L. R. 3 Eq^. 152; 36 L. J. Ch. having issue" must mean "with- 105 ■ In re Beck's Trusts, 37 L. J. out issue," and also comments on Ch. 233 ; Pride v. Fooks, 3 De G. AVbott v. MUdleton, 7 H. L. 68 ; & J. 252 ; 28 L. J. Oh. 81, on 28 L. J. Ch. 110, mentioned ante, the construction of " child or p. 509. children ; " Eastwood v. Loekwood, 528 WfLLS OP PERSONAL PEOPEKTY. Period of distribution. Principle established by Oripps V. WolcoU. Marriott t. after his death the capital should be divided between her sons 0. and P., and her daughter Q., and the survivor or survivors of them, share and share alike. M. died, leaving her husband and the said three children surviving. 0. died in N.'s lifetime, and then N. died, leaving P. and Q, sur- viving, the latter of whom claimed a moiety of the stock purchased by M.'s gift. The question was to what period the survivorship related— to the death of M., the testatrix, or to that of N., the tenant for life. Sir John Leach, M. E., in deciding that the period here was on the happening of the latter event, said : " It would be difficult to reconcile every case upon this subject. I consider it, however, to be now settled, that if a legacy be given to two or more equally to be divided between them, or to the survivor or survivors of them, and there be no special intent to be found in the Will, then the survivorship is to be referred to the period of division. If there he no previous mterest given in the legacy, this period of division is the death of the testator, and the survivors at his death will take the whole legacy." This was the authoritative case of Oripps V. Wolcott (c), which establishes the principle that in dispositions of personalty words of survivorship are to be construed as referring to the period of distribution (d), which, when no life tenancy exists is at the testator's death ; but when a life tenancy does precede the gift, survivorship relates to the time of the death of the person holding it. The case cited below (d), after a " painful conflict of authorities quite irreconcilable," may be said to have al/most established the same rule in regard to realty (e) ; but if this be not so as to real estate, most certainly it is settled (c) i Madd. 11. (d) Per Lord Justice Turner, in /to re Gregson's Trmts, i De G. J. & S. 428 ; 34 L. J. Ch. 41, where his Lordship says that the question in all these cases is " purely and simply one of intention." (c) See the remarks of Malins, V.-C, in Marriott v. Abell, L. K. 7 Eq. 478 ; 38 L. J. Ch. 451 ; following CWfips T. WolcoU; see, however, Taaffe v. Conmee, 10 H. L. Gas. 64. OF EXECUTORS AND ADMINISTRATORS. 529 as to personalty^ where there is a preceding life interest or one for years in the gift, and then it is to go to a class, for in that case " survivor," as a rule, refers to the time of death of the tenant for life. It will have been remarked in Gripps v. Woloott, that the Cripps v. gift is one of a very plain character, unencumbered with trasted with provisoes as to dying with or without issue, the substitution ^^^^^ of one legatee for another, and so forth. Accordingly, it is goes over, to be distinguished from cases where these contingencies have to be taken into account. Here is one of this class, Ive v. King. and which may be thus shortly stated (/) : — A., by his WiU, dated in 1819, after making his wife tenant for life of certain realty &c., gave a moiety of his personal residuary estate to be divided into five equal shares, which were to be given to B., C, D., E., and F., and in case of the death of any of them before G., then their several shares to go to their respective husbands or wives, if any, and if not, then to their respective children ; and in failure of children, then to the survivors of them, share and share alike. The other moiety, after a small legacy, he gave equally between L., M., N., 0., P., and in case of the death of any or either of them, then their respective shares to their children, if any, and if not, then to the survivors of them, share and share alike. The testator died in 1837, and his widow in 1849. The five legatees of the first moiety of the residue were all living at the date of the Will, but three of them, B., C, F., predeceased the testator, leaving children, six of whom were living at the date of the suit, and were defendants in it. The two other legatees, D. and E., survived the testator, but died before the tenant for life, leaving children, seven of whom were also defendants in the suit. Of the five chief legatees of the second moiety of the residue, one had died before the date of the Will, L., leaving four children, also parties to the cause ; two other legatees, M. and N., (/) Ive V. Eimg, 16 Beav. 46 ; 21 L. J. Ch. 560. (1852.) 530 WILLS OF PERSONAL PROPEETY. Point of di- vergence between Ive v. King and cases like Cri/ppsy. Wolcott. Gift in Im V. Kmg not to a class to be ascertained at a particular time. Distinction between differ- died in the lifetime of the testator, the one without issue and the other leaving children, two of whom were living at the date of the cause, who were defendants': one only of the original five survived the tenant for life, 0. It is obvious, said Sir John Eomilly, M. R., in his instructive judgment on this complicated-looking case, therefore, that there are four classes claiming as legatees, and a fifth class claiming the undisposed of personal estate, as next of kin of the testator. The first class is that of the legatees who sur- vived the tenant for life. This is confined to one person, 0. The second class consists of the children of the legatees, who themselves survived the testator, but died during the Hfe of his wife, D., E. and P. The third class consists of the children of the legatees who died before the testator, B., C, F., and N. The fourth class consists of the children of a legatee named in the Will, but who, in fact, was then dead, L. His Honour, first deciding that the original legatees took as tenants in common and not jointly, decreed 0. to be entitled to one-fifth of that moiety of the residue of which he was named a legatee. He next held that the children of those legatees who did not survive the tenant for life, but who would have taken had they done so, were entitled to their parents' shares, a statement which seems to bring us to the point at which Ive v. King diverges from cases of that character of which Cripps V. Wolcott is the representative. The Master of the Rolls then goes on to illustrate and distinguish the principle applicable to each of the orders, in terms which we will here summarise. The original gift, he said, was not to a class of persons to be ascertained at any particular period, but was one of two moieties of a residue, each of which was given to five specified lega- tees, with a direction that if any one should have died, the husband or wife of the deceased should take the legatee's share, or if no husband or wife should be living, then that the respective children of the legatees should take the legatee's share. " The distinction which is to be OF EXECUTORS AND ADMINISTRATORS. 531 found in cases of this description is to this effect : — If a ent orders of testator gives a legacy to a class of persons, such as the children of A., then goes on to provide that in case of the death of any one of the children of A., before the period of distribution, the issue of such child shall take their parents' share, such issue cannot take unless the parent might have taken, and consequently if a child of A. be dead at the date of the Will, or at the death of the testator, the issue of that child cannot take anything. This was the principle of Peel v. Catlow, (g), Waugh v. Waugh (h), and Ghristopherson v. Naylor (i). But if the original legacy is not to a class, but to a person named, with a direction that in case of the death of the legatee before payment, the legacy is to go over to another person, although the death of the legatee occurs before the death of testator, the gift over takes effect, upon the {g) 9 Sim. 372 ; 7 L. J. Ch. 273. (h) 2 Myl. & K. 41 ; 6 L. J. Ch. 176 ; but see Zoring v. Thomas, 1 Drew. & Sm. 497, 521 ; 30 L. J. Ch. 789, 795, where Kindersley, V.-C, speaks of Waugh Y. Waugh as no longer an authority. (i) 1 Mer. 320, decided by Sir W. Grant, M.E., inl816. This case has been successively approved of and doubted by learned judges in a, somewhat singular manner. Thus, in the text, we see Sir John EomUly following it, also Vice-Chancellor Kindersley in fiormg. v. Thomas, supra ; but iu Parsons v. ChilKford, 10 Jur. (N. S.) 221, V.-C. Stuart disapproves of it. Again, in In re Potter's Trusts, L. R. 8 Eq. 52 ; 29 L. J. Ch. 102, V.-C. Malins does the same ; but subsequently, in In re EotchMss's Trusts, I-. E. 8 Eq. 643 ; 38 L. J. Ch. 631, V.-C. James doubts the soundness of In re Potter's Trusts, and apparently approves of Ghristo- pherson V. Naylor, which was also followed by Lord Hatherley, C, ia Oowling v. Thompson, 16 W. E. 1131. In Mall v. Woolley, 39 L. J. Ch. 106, V.-C. MaKns states that In re Potter's Trusts was approved of in III re HotchMss's Trusts I Thus, so far, we seem to have that state of things which V.-C. James in the latter case condemns, namely, "con- flicting principles laid down in co- ordinate branches of the Court," than which, as he remarks^ "no- thing could be more unseemly." We should add, however, that in Adams v. Adams, L. E. 14 Eq. 246, In re Potter's Trusts was fol- lowed, and although these oases were distinguished in Swnter v. Cheshire, L. R. 8 Ch. 751, they were not disapproved. A decision of the same learned judge who decided In re Potter's Trusts was upheld, L. J. James declining to reconcile or distinguish the case and Ghristo- pherson V. Na/ylor, which we will allude to in the text presently. M M 2 Fluctuation of opinion con- cerning Ghris- topherson V. Naylor. 53^ WILLS OF PERSONAL PROPERTY. presumption that such ulterior legatee was substituted in order to prevent a lapse of the legacy. This is decided in Miller v. Warren (k), Barrel v. Molesworth {I), Haughton V. Harrison (m), and Maekinnonv. Peach (n). It is this latter principle which applies to the cases of this Will, and the terms of this residuary bequest bring it within the case of Le Jeune v. Le Jeune (o). . . . In every case where the testator specified some individual legatee who was alive at the date of the Will, but who had died before the termnt for life, leaving children who survived the latter, in all these cases the children of the legatee are entitled to take the share which the legatee would have taken if then living." Decision in His Honour held that the children of those legatees who would have taken if they had survived the tenant for life, were entitled to their parents' share ; that the gift to L., who was dead at the date of the Will, passed her share to her children who were living at the death of the tenant for life ; that the legal personal representative of a son of one of the legatees, C, was entitled to participate with the other children of the legatee ; that the children of a deceased legatee took vested interests in the parents' share whenever the class of those children was to be ascertained ; and that upon the death of M., one of the legatees of the second moiety, in the life of the testator, the other legatees then living took vested interests in his share. With regard to the children of L., who, as we see, was dead at the date of the Will, the Master of the Rolls said that he was unable to draw any distinction between the case of a gift to a person — ^known by the testator to be alive — and in the event of his death to his children, and between that of a gift to a person supposed or believed by the testator to be alive, but who in fact was dead, such gift Qc) 2 Vera. 207. (») 2 Keen, 555 ; 7 L. J. Ch. (Z) Ibid. 378. 211. \m) 2 Atk. 329. (o) 2 Keen, 701. OF EXECUTORS AND ADMINISTRATORS. 53S being followed by one over to his children in the event of his death (p). The cases, he said, which show that L.'s chil- dren would be entitled under the bequest to L. if she had died the day after the Will was made, apply equally to the case of her dying the day before ; and consequently that those of her children who survived the tenant for life were entitled to the share which L. would have taken had she done the same (q). In a case of a more recent date (r), before the same Sdbgen v. learned Judge, the facts were these : — A testator directed his residue to be divided at the death of his wife, who survived him, equally between his brothers and sisters by name, and declared that, if any of them should die leavi/ng issue, his, her, or their shares should go to his, her, or their respective issue. Here, the testator leaves his pro- perty to five persons, and in case of their death with chil- dren, then to them. Some of the testator's brothers and sisters died in his lifetime, leaving children and remoter issue who survived him, but did not all survive the tenant for life, the widow ; and of those children, some had issue born after the death of the testator. All the testator's brothers and sisters who survived hi/m died in the lifetime of the widow, one of them without issue, the others leaving children and remoter issue, who did not all survive the tenant for life. On the death of the latter, the question arose as to how the fund was to be divided. Lord RomUly held : (1) that the class was to be ascertained as to the DeoiBion. issue of a legatee who had died before the testator, at his death, and as to the issue of a legatee who had survived him, at the death of that legatee; (2) that the members of {p) As to a testator making a decease of a tenant for life, stould Will in favour of a person whom he take, although M. H. had died in knows to be dead, see Stringer v. the lifetime of the testatrix and the Oardmer, ante, p. 606, n. (o). tenant for life. In re Potter's (g) Ooulthurst v. Carter, 15 Trusts, L. E. 8 Eq. 52 ; 39 L. J. Beav. 421 ; 21 L. J. Ch. 655, Ch. 102. where itwas held that a gift amongst (r) Hobgen \. Neale, L. R. 11 the children of M. H., living at the Eq. 48 ; 40 L. J. Ch. 36. 534 WILLS OF PERSONAL PROPERTY. Ive T. King not doubted. In re Potter's Trusts. Qnestions in the case. each class, whether children or remoter issue of the lega- tee, took per capita (a), that is to say, in their own right, share and share alike; and (3) on the authority of the case cited below (t), they took as joint tenants. His lord- ship, in this case of Hohgen v. Neale, was asked to re- consider his judgment in Ive v. Ki/ng ; but he stated that, in addition to believing it to be a correct decision, he bad gone through it very carefully, and had also looked at the various authorities, and finding Ive v. Kvng nowhere dis- sented from, declined to depart from the principles there laid down. This brings us to consider the difficult case of Potter's Trusts, alluded to on the previous page, and in the note at page 531, and with this we wUl examine that un- fortunate case of Christopherson v. Naylor, which appears to have given so much trouble to our Ifeamed judges. G. Potter, by Will dated 1834, gave the residue of his real and personal estate upon trust to Ehzabeth K. for her life, and subject thereto — in the events which hap- pened — as to one-fourth share thereof for his nephews and nieces, the children of his sister M., in equal shares as tenants in common ; and in case of the death of any of his said — observe this word — nephews and nieces leaving issue, then he directed that such issue should take the share that his or her or their deceased parent would have taken if living. The tenant for life died in 1865. M. had had twelve children, some of whom had died leaving issue, others without issue, before the date of the Will; some died in the lifetime of the testator, but after the date of the Will, leaving issue ; others survived the testator. The great question here to be decided was, whether the issue of the nephew or niece (1) dying before the date of the Will, (2) after the date of the Will, but before the death of the testator, could take. It was not, nor of course could have been disputed, that the issue in this case was («) We shall refer again presently to this term and the associated term, per stirpes. {t) In re Hodgson's Trusts, Kay & J. 178. OF EXECUTOES AND ADMINISTRATORS. 535 substituted for the parent, in the event of any nephew or niece surviving the testator, but dyi/ng in the lifetime of the tena/nt for life. But there are seen two classes of pei-sons who died before the period of distribution, namely, those nephews and nieces who were dead at the date of the Will, and the nephew who was alive at the date of the Will, but died in the testator's lifetvme. Accordingly, it was argued that in the case of this nephew, who left Aigaments. issue, that issue could not take, and d, fortiori that the issue of those nephews and nieces who were dead at the date of the Will, could not take. Vice-Chancellor Malins, Judgment, however, said that, " On the reason of the thing, my con- clusion is that wherever there is a gift to a class, with a gift by substitution to the issue or children of those who shall die, the children take what their parents, if livi/ng at the testator's death, would have taken, without regard to the question whether the parents died before or after the date of the Will, unless a contrary intention is shown." This view is certainly in accordance with justice and com- mon sense, and will, unless impeached, accomplish the wish of the Vice-Chancellor expressed by him in com- mencing and concluding his judgment, namely, to put the law as to these cases " on something like a rational basis." We must also agree with the learned Judge when he says EiJes of that, " I am afraid the rules so long acted upon have had criticised, the effect, not only of defeating the intention, but of being repugnant to and creating an obstacle to what I may call the rational construction " (w). (m) With, this statement may he believe to have been the intention read the language of a great judge of the testatrix ; hut 1 am hound and master of Equity jurisprudence by the authorities, and I cannot uttered in the year 1849, when help myself." Per Knight-Brnce, having to apply a certain rule of V.-C, in Dwvjes v. Thorns, 8 De construction with regard to the G. & S. 347; 18 L. J. Ch. 212. non-exercise of a power. "I must See amfe, pp. 499-502. It is not too decide that the Power has not been much to hope that observations, exercised. Such' a decision is, I similar to that quoted above, of the am almost ashamed to say it, eminent jndge, will not often again against what I firmly and sincerely be heard from the bench of this 535 WILLS OP PERSONAL PEOPERT^S. Decision in In re Potter's Trusts. Ch/ristaphersan V. Nayhr. TLe decision in In re Potter's Trusts, then, was that the children of all the nephews and nieces who died in the testator's lifetime should take what their respective parents would have taken, if Uving at his death. Christopherson v. Naylor {x) was this : — " to each and every of the child and children of my brother and sisters, J., K., M., and T., which shall be living at my decease. . . . But if any child or children of my said brother and sisters, or any of them, shall happen to die in my lifetime, and leave any issue living at, or born in due time after his or her or their decease, then the legacy or legacies intended for such child or children so dying shall be in trust for his, her, or their issue ; such issue taking only the legacy or legacies which the parent or parents would have been entitled to if Uving at my decease." M. died during the lifetime of the testator, leaving three children, all of whom died before the testator had made his Will ; but they left issue, who claimed to participate in the bequest in right of their parents. The question here was whether, as their parents were dead at the date of the Will, they, the children of the original legatees, could claim their parents' share. Sir W. Grant, M.E., held that they could not, because none but children of those primary legatees who were living at the date of the Will had any interest in the bequest ; the gift to their issue was intended to be merely substitu- tionary of that to the primary legatees, an intention which and not as are the rules of public positive law. TKe former are de- vised as mere guides for convenience and uniformity ; they concern pri- vate individuals and private in- terests only, and if departed from or modified to effectuate a testator's intention, that can affect no one, or, at any rate but few, injuriously, (x) 1 Mer. 320, and see 1 Eop. 31, where the cases bearing on the distinction between a gift by sm5- stituii&n and a suistarUive gift are noticed. country. Of course no intention is here entertained of decrying rules of construction. That would be absurd ; they must of necessity exist, and their utility is obvious. (See ante, pp. 490, 496 ; the judg- ment of James, L. J., in WaJee v. Varah, ante, p. 525, n. {y), and that of Jessel, M.R., in Metcalfe v. Butchmson, 45 L. J. Oh. 210, as to the true use of rules of construc- tion ;) but these, it is submitted, should be appKed with due regard to the circumstances in each case, OF EXECUTORS AND ADMINISTRATORS. 587 necessarily excluded the issue of such as were dead when the Will was made. " This decision," says Vice-Chan- cellor Malins, " stamped with the authority of Sir W. Grant, seems for some years to have been uniformly followed. Though I, in common with the whole -profes- sion, entertain the most profound respect for that eminent judge, and for his great authority on questions of construc- tion, I feel bound to say that I am happy to find that at length judges have emancipated themselves from th;it decision as erroneous, and have put the whole matter on the footing of the intention." The rule then, in cases of this kind, would now seem to be that whether the gift be to a class or to individuals, with a substitutionary gift over to the issue of any who shall die, the issue take what the parent would have taken, if living at the testator's death, and that it will make no difference whether the parent died before or after the date of the Will ; the testator's intention, however, to be paramount under all circumstances. It has often been a question for the Court of Construe- whether a tion in these cases of survivorship, whether a gift shall ^ *". ™'^' . . , , vivor IS to vest absolutely in some survivor, or whether he shall take vest ahsolutely it only by limitation; in other words, whether on the tolh^UaS* happening of a specified event, he acquires the whole in a Will. right to his gift, or only a life interest with a remainder over. Of this kind was the case of Bowers v. Bowers (y), Bowers v. of which the facts were shortly as follows ; — The tes- -^<""'^*- tator gave an im/medAate (z) gift to four residuary legatees by name, in equal shares, with benefit of survivorship in case any of them should die without issue ; and iu case any of them should die leaving children, then the share, whether original or accruing, of each so dying, should go to such children. All the original legatees survived (y) 8 Eq. 283 ; 38 L. J. Ch. S96 ; 388 ; 44 L. J. Ch. 55, tat the rule reversed, L E. 5 Ch. 244 ; 39 L. J. which is applicable in cases like Ch. 351. Bowers v. Bowers, where the gift is (s) As to a future gift, see In- immediate, is the same where the gram v. Soutten, L, R. 7 H. L. gift is future. 538 WILLS or PERSONAL PROPERTY. Judgment of the Court of Appeal in Bowers v. Bowers, Court leans to construing a bequest to be rested. Life interests ■with re- maindei^. the testator, and three of them had children, who were made parties to a bill in Chancery, filed for administration of the testator's estate ; and the question was whether the four legatees took absolutely, or life estates only with re- mainder to their children. Vice- Chancellor Malins said, that if the gift in this Will had stopped before the men- tion of survivorship, the gift would unquestionably have been absolute, and Lord Hatherley, C, in the Court of Appeal, appears to have concurred with the Vice-Chan- cellor so far. But the latter had gone on to say, that the succeeding words of the gift — "in case any of them should die without issue " — meant nothing more than to indicate the desire of the testator to prevent a lapse in the event of a child dying in his own lifetime without issue. He therefore held, that the four original legatees, having survived the testator, had become indefeasibly and absolutely entitled to their shares. The testator's grand- children, having appealed from this decision, the full Appellate Court reversed it, and held the original legatees not indefeasibly entitled, but that they took subject to the limitations of the Will. Lord Hatherley, C, while admitting the doctrine of the Court to be in favour of construing a bequest as vested and against postponing the absolute enjoyment thereof, observed, however, that the principle in question was applicable only in the absence of words in a Will leading to an opposite conclusion, and that the leaning of the Court could not control the plain meaning of the words employed. His lordship said, that there being no reference made in the instrument before him to the testator's death, he considered it to be a very forced construction to say that the words as to dying without issue were intended merely to prevent a lapse. Whatever doubt or difSculty he might have felt if the Will had stopped short at the end of the first clause, was clearly removed by the second ; accordingly, the original legatees took life interests only with remainder to their children. From the judgment OP EXECDTOBS AND ADMINISTEATOES. 539 of Lord Hatherley, we learn that the Court will not Thataprovi- readily construe a testamentary gift which is to go over in tytestator to the event of the death of the donee thereof, in the donor's prevent lapse lifetime, as simply a provision made by a testator to pre- vent a lapse of the gift ; indeed, that the Court will npt resort to such a construction unless none other is possible. In a gift by Will to A., and in case of his death — which is of course a positive certainty — then to B., this construc- tion would be necessary, because as A.'s death at some time or another is certain, the Will mentioning no particular time, we may assume that the death of A. in the testator's lifetvme must be meant. If, however, there should be a gift to A., and in the event of his dying without issue — which is a mere contingency — then to B., in such case no necessity arises, when construing a bequest of this kind, to fix a time for that event to take place. It is seen that death, being an absolute certainty in all cases, except where some paiiicular date is fixed for it to occur, the having issue is on the other hand a mere contingency, so that where a testator mentions two events, upon the happening of which something else is to happen, and one of these is sure to occur, although on no fixed day, and the other may never occur at all, the contingency has reference not to the death of the testator, but to that of some other person according to circumstances. Thus, in a gift to A. — without any limitation of interest — and if he should die leaving lawful issue then to such issue, here are two things to happen : first, his death, which must take place, and when it does, then the gift goes to his issue — if — secondly — he has any, which is clearly a con- tingency. To what then does this circumstance refer, the death of A. or that of the testator ? This is the case of Oosli/ng v. Townshend (a), in which Sir J. Eomilly, M.R., held that the contingency was referable to the death of A., who therefore took no absolute interest. The cases just mentioned will show the principles (a) 17Beav. 245 ; affirmed by Lord Cranworth, C, 2 W. E. 23. 540 WILLS OP PERSONAL PROPERTY. which guide the Court in dealing with clauses of substi- tution in Wills ; they are useful also for the purposes of an elementary treatise like the present, as exemplifying the modus opera/ndi resorted to for unravelling masses of intricately associated circumstances, which so often puzzle even those accustomed to deal with such matters. Fonrth case 4. We must now consider the last of the four cases men- at p 515 . considered. tioned at page 515, which is this : — A gift of personalty to B. for life, with remainder to C. absolutely, and should C. die under age, or unmarried, or without issue, then to D. (6). To discover the principle of construction here, we must examine one or two other cases which lead up to this one. First, take that of a legacy to A., and if he shall die then to B. The gift to A., it is perceived, is ab- solutely given, but it is also to be absolutely taken away from him at his death, if that happens in B.'s lifetime. To avoid this repugnancy, then, we must — as stated by Lord Cairns in O'Makoney v. Burdett, and following the rule laid down by Sir John Romilly, M.R., in Edwards v. Edwards (c) — read, "if he shall die," or "in case of death," as meaning in case of A.'s death before the in- terest vests in him. Such vesting can, of course, take place only by A. surviving the testator, and if this hap- pens, A. is absolute master of the gift ; but if A. dies before the testator, that is to say before the gift vests, then, and then only, it goes to B. Gift to A., and Where there is a gift to A., and if he shall die without if he dies -with- . ^ -,■,,-,. -r, -^ ■ ,, , i cut a child, leaving a child, then to B., it is seen that here there is not, then to B. ^g before, a certainty, but a mere contingency referred to, as that which is to occur before the gift goes over. " In these cases," said Sir John KomUly, in Edwa{rds v. (6) This is yirtually the case of these Olivant v. Wright, L. R. 10 Ch. O'MaJioney v. Bv/rdeti, decided by 220 ; 48 L. J. Ch. 1, which explains the House of Lords in 1874, L. R. the rule established by them. To 7 E. &L App. 388 ; reported as a the judgments in the above cases we note with Ingram v. SouUen {In re are indebted for much of what ap- Eeathcote's Triists), L. R. 7 E. & I. pears iu the text. App. 408 ; 44 L. J. Ch. 56. Read with (c) 15 Beav. 357; 21 L. J. Ch.324. OP EXECUTORS AND ADMINISTRATORS. 541 Edwards (d), " it has always beeu held, if at any time, whether before or after the death of the testator, A. died without leaving a child, the gift over takes effect, and the legacy vests in B. ; this is best established by the case of Farthing v. Allen " (e). In the case which we have to consider, there is a pre- where there is ceding life estate, with a remainder over in the event of ?if"^^°?^°^ certain specified circumstances occurring ; accordingly, it is in form different from the other cases which we have been considering. The facts in O'Mahoney v. Burdett were 0'Mahomy\. shortly these : — A., by her Will, dated in 1840, gave to B., her sister, a widow, the sum of £1000 for her life, and after her death, to B.'s daughter, C, and if C. should die un- married, or without children, then the £1000 was to " revert " to D. Burdett was the executor and residuary legatee of the testatrix. B. died before 1858, and D. died in the lifetime of the testatrix. C. married O'Mahoney, and assigned her legacy by way of settlement to trustees in trust to pay her the income thereof for her separate use for life, and after her decease to her husband, the appellant in the case. The capital was to go for the issue of the marriage, or in default of issue, to the survivor of them, the said C. and her husband. C. died in 1871, never having had any children, and the' question was,' whether her interest in the £1000 should be considered absolute, or a life interest only, she having survived both {d) Supra. Lord Cairns, in ness, and A. would take absolutely, O'Mahoney v. Burdett, agrees with unless a contrary intention could he this statement ; but see his Lord- distinctly gathered from the rest of ship's observations. the "Will. Camdy v. Campbell, 2 («) Reported 2 Jarm. on Wills, CI.. & F. 421, followed in J?tsAer v. 688. N.B. It is important hereto Webster, L. R. 14 Eq. 283; 42 L. mention, that if a gift, either of J. Ch. 156. See amfe, as to the realty or personalty, is made to A., meaning of "issue," p. S14. In a and on failure of issue, or if he gift of personalty to A. and B., and should die without 4ss™, then to B., the issue of th^ir bodies lawfully in such case, as an indefinite failure begotten, this expression would be of issue is pointed at, or a failure of deemed tantamount to the simple issue at any time, the gift over one "children." here would be held void for remote- 542 WILLS OF PERSONAL PROPERTY. Decision of the Court of Ap- peal inlreland, affirmed by the Hotue of Lords, Judgments, Besult of tlie cases of tMs Ingram T. the testatrix and the tenant for life, her ^wn mother. The Court of Appeal in Ireland having held that the bequest to C, was defeasible in the event of her dying unmarried, or -without children, Mr. O'Mahoney appealed to the House of Lords, grounding the arguments in support of his claim upon the authority of Ed/wards v. Edwards (/). Lord Cairns, C, and Lords Hatherley and Selbome, unani- mously concurred in dismissing the appeal, holding that one of the contingencies upon which the absolute gift to C. depended having happened, namely, her having died without children, and that the gift intended to revert to D. having lapsed by reason of his death in the lifetime of the testatrix, the residuary legatee was entitled to take all that D. would have taken had he survived the testa- trix. " The benefit intended for the nephew appears to me," said Lord Cairns, "to be introduced through the medium of an executory limitation over after enjoyment by a previous taker, and not as an alternative gift to take effect, if at all, before the period of enjoyment commences." The result is, then, in cases of executory gifts over, that it matters not whether the bequest is to A., and he failing to have children, to B., or whether it is to A. for life, with remainder to B., and if he dies without children to C. ; the absolute interest of A. in each case is defeasible by the executory gift over when the contingencies happen which cause it to shift, and the words " dying without issue," or "without having issue," in the latter class of bequests, cannot be construed as pointing to a death before the tenant for life. Here is another case to which allusion has previously been made at p. 501 : — A. gave a legacy to B. for life, with remainder to C. for life, with remainder to their children, and in default of such children, to A,'s two sons, with remainder, in case they should respectively die with- (/) WMcli, as before stated, so far as regards what is designated its " fourth rule," was disapproved in Ingram v. Soutten, and also in the case cited above in the text. OF EXECUTORS AND ADMINISTKATOKS . 543 out issue living at their deaths, to B., " absolutely; " and in case B. should die without issue living at the time of her death, then over, in trust for such one or more of the daughters of his brother-in-law as should be living at the time when the trusts before declared should end, equally to be divided between them. B. having survived A., as well as all the testator's sons and daughters, every one of whom died without issue, she herself also died without issue, although she had been married, and at her death left surviving her a daughter of one of the tes- tator's brothers-in-law, one Mrs. Rainer. This lady died immediately after B., having made a Will, and appointed executors. The trustees then paid the said funds into Court, and Mrs. Rainer's executors on one side, presented a petition for the payment of the said funds to them, while B.'s husband on the other side, claimed them in right of his wife. Vice-Chancellor Malins decided that the funds having become vested in Mrs. Rainer, made an order for the payment of them to her executors. This decision was reversed by the Lords Justices of Appeal, but the House of Lords overruled that of their Lordships in the Court below. The case just set out is that of Ingram v. Soutten (g), one which might be supposed to be of too plain a character to have led to so much litigation. The most difficult point probably in the case, arose from the testator's use of the word "absolutely" in his gift to B., "Absolutely," ■' T r- f '^"^ construed and it was not unnaturally argued, that the foi'ce of so in such cases emphatic a word needed the use of another equally so to destroy its effect. It will be seen, however, that the tes- tator immediately proceeded to say, that in case B. should die without leaving issue living at her death, ^n the gift was to go over. The House of Lords held that thp latter clause meant dying without issue living at the death, at whatever (3) L. K. 7 E. & I. App. ; 44 L. L. J. Ch. 259. Eeadwith this case J. Ch. 55 ; reported as In re, Heath- O'Mahoney v. Biirdett. cote's Trusts, L. E. 9 Ch. 45 ; 43 as that in. text. ■wills or PERSONAL PKOPERTY. time that death might take place, there being no other expressions in the Will manifesting anything to the con- trary. Accordingly, as B. actually did die without issue, and as the previous estates had all determined, the gift over took effect.' As to the word "absolutely,"' their Lordships held, that being closely coupled with the sub- sequent proviso as to B.'s dying without issue living at the time of her decease, it was not sufficiently definite or forcible to prevent the gift over taking effect. We will now refer to one more term of relationship oc- curring in Wills — "Cousin." This word, in its general sense, means cousins of every description, but in its restricted sense "first cousin," which itself is synonymous withcousin- german (h), both signifying children of an uncle or aunt. In the case cited below (i), a testator gave property in trust for all his cousins who should be living at his decease. Stuart, V.-C, held, apparently against his own opinion,but on the authority of a statement in the judgment in Galdecott v. Harrison (fc), that the term would include first cousins once removed — or second cousins. But Lord Cranworth, C, overruled this decision, holding that there being no circumstances or words to indicate the testator's meaning, he should assume, in order to Tpnt a practical con- struction on this Will, that it was intended by the testator to declare trusts capable of being reasonably carried out. The following case is another instance of practical construction made so as to rea,sonahly give effect to a testator's intention. A. left property to "cousins, de- scendants from my father's and mother's brothers and sisters " with a substituted gift to the issue of any dying in testator's lifetime. By a codicil, he excluded by name all lain first cousins, but as his uncles and aunts were all (h) Sanderson v. BaUey, i Myl. & Cr. 56, Per Lord Cottenham, C. (i) Stoddart v. Nelson, Stwnger V. Nelson, 6 De G. M. & J. 68 ; 25 L. J. Ch. 116. (k) 9 Sim. 457; 9 L. J. Ch. 331. In this case the testator had, however, given to Ms " cousins A. and B." who, as a matter of fact, were first cousins. OF EXECUTORS AND ADMINISTEATOES. 545 then dead, he could not have had any other first cousins. Held, that "cousins" must be construed _/irsf cousins, and that " issue " meant only their children, notwithstanding the language of the codicil (l). We have used the terms "first cousin once removed," First cousin and '' second cousin." By the former is meant a child of °^°^ removed. a first cousin, so that if A. and B. are first cousins, and A. has a son C, B. and C. are first cousins once removed ; and in a bequest to " first cousins or cousins-german," of which A. happened to be one, C. would not be allowed to partake (m). Supposing in the above case, B. has a son D., then he and C, the son of A., would be second cousins, who Second cousins, will not take with first cousins once removed (n), although if the testator distinctly combine first and second cousins as legatees, all will of course take, second cousins, and even first cousins twice removed (o). The relationship mentioned above may be illustrated by a small table, thus : — Son. H Brothers. K Son, L Son. 1st cousins. /M (t) Stevenson v. AUngdon, 31 305. (m) Sanderson v. Bayley, supra. (n) Corporation of . Collins, 15 Sim. 541. (o) Charge v. Goodyer, 3 140 : Judgt. of Lord Lyndlturst, C. N N 546 WILLS OF PERSONAL PROPERTY. Second Cousins. ■Cross remain- ders or limi- tations. How created.' Devise of estates to A. and B. From this it is seen that, persons standing to each other in the relationship of second cousin- — that is, as cousins in the second generation — must have a common great- grand parent. If TSI. or 0. each had children, these would, as between themselves, be third cousins ; as to the common ancestor, great great' grandchildren ; but as to L. and M., they would be first cousins twice removed — and so on. In connection with subjects previously treated of, we will now mention one or two matters concerning the con- struction of Wills, which, although appertaining more perhaps to those of realty, can hardly be omitted alto- gether from a treatise like the present. These are (1) Cross remainders ; (2) what is called the rule in Wild's Case ; and (3) that in Shelley's Case. A cross remainder is defined to be a species of remainder created out of a tenancy in common. When lands are given to two or more, as tenants in common, it frequently happens that a particular estate is limited to each of the grantees in his share, with remainders over to the other or others, — as if a man devises lands to his two children as tenants in common in tail, and directs that upon failure of the issue of one of them, his share shall go over to the other in tail, and vice versa. Such ulterior estates as these are called cross remainders, because each of the grantees has reciprocally a remainder in the share of the others. They may be created by Will or deed ; if by the former they may arise by implication, where the language is not definite, but in a deed this is not so, for the terms in the latter instrument are required to be such as expressly create the limitations, and therefore cross remainders when im- properly created by deed can never be implied (p). Again, if a devise is of Black-acre to A., and of White- acre to B. in tail, and if they both die without issue, then to C. in fee ; here A and B. have cross remainders by (p) 1 Steph, Comm. 358, 5tli ed. But no implication as to cross remainders may devest an interest already vested ; SabbetJi v. Squire, 4 De G. & J. 406 ; 28 L. J. Ch. 565, afflrining the M.R. OF EXECUTOES AND ADMINISTRATORS. 547 implication, and on the failure of tlie issue of either, the other or his issue will take the whole property (q). It is stated in previous portions of this book, that the Kemainder. word reynainder, though not strictly speaking applicable to personal estate (r), is yet frequently employed with re- gard thereto. As something tantamount to a remainder is allowed to be created in personalty, so cross remainders or, more correctly speaking, cross limitations, may, in like manner, arise from the dispositions contained in a bequest. The following recent case, decided in 1872, by the Lords Illustrative Justices of Appeal, will show in the first place how the prin- ciples as to cross remainders in realty may be analogously applied to limitations contained in a Will of personalty, and also illustrate the doctrine of imphed cross remain- ders is). The material part of the instrument was this : — " And as to the remaining interests and dividends of my estate and effects, upon trust to pay and apply the same equally between my daughters — C, E., and F., — during their respective natural lives ; and if all, any, or either of them shall depart this life leaving issue, then in trust, to pay and apply one equal part, share, or proportion of the principal of my said residuary estate and effects, corres- ponding with the number of my said present and future daughters, unto and amongst the issue of each of them that shall happen to die leaving issue, in equal shares and> propor- tions ; and if only one of such daughters shall die leaving issue, then to pay and apply the whole residue of my said estate and effects to, or equally amongst the issue of such one daughter; but if all die without issue," then to, &c., &c. Testator died in 1820, leaving only the three children pacts. named in his Will. C. having married, died in 1844, leaving four children, all of whom attained the age of {q) 2 Black. Comm. 381. terest in the gift, no entail being (r) Ante, p. 67, n. (c), 133. "We allowed at present in personal have seen also that a gift of per- estate. sonalty to A. and the heirs' of his (s) Re Ridge's Trust, L. E. 7 Ch. body, giyes him the absolute in- 665 ; 41 L. J. Ch. 787; a»fe, p. 512. 548 WILLS OF PERSONAL PROPERT'Y. Question in the case. Judgment of the Court of Appeal. Supplying omission in a WilL twenty-one. L., one of these, died in 1868, leaving two children, both born after the death of C F. died in 1870, a spinster, and E., the remaining one of the three, also a spinster, was living at the date of the suit, as were the three children of C, who at her death had taken her share of the estate bequeathed. The question in the case was as to the share of F., who had died unmarried in 1870. Vice-Chancellor Wickens having held that this must ac- cumulate until the decease of E., the two children of L. — ■ that is to say, the grandchildren of C. — appealed against that decision. The Lord Justice James, in delivering judgment in this case, began by characterizing the testator's Will as a mere " sketch,'' in which he had not provided for two most important contingencies, first the possibility of two daughters having issue living at the time of their death ; next, that of one of them dying immediately after himself, leaving the other two as spinsters, who might not marry for a great number of years, or not at all, which was, as to the latter contingency, actually the fact. " If," said his lordship, " this had been a gift of real estate to the three daughters, and the heirs of their bodies as tenants in common in tail, and a gift over in the event of all of them dying without issue, it would have been the common case in which cross remainders in tail would be implied. If the Will had run thus : — ' I give to the three, and on their death to their respective children, and if any of them should die without children, then to the survivor or sur- vivors, and if all should die without children, then over,' that would have been a case in which survivors would have been construed ' others.' Now, I am of opinion that this case falls entirely within those principles. It is a case in which we are authorized and bound to fiU in the Will, and to supply the gaps by plain judicial implica- tion of the testator's meaning. The testator obviously intended that the objects of his bounty were to be his daughters' families, if they should have any . . .;and we are of opinion that the class of issue must be in every OF EXECUTOES AND ADMINISTRA.TORS, 549 such case ascertained at the death of the person leaving issue surviving . . . In truth, if we were to read this Will otherwise . . . that would be to contradict the last gift in the Will, which is to 'pay and apply the whole residue to or equally amongst the issue of such one daughter' . . . The conclusion is, that the limita- tions are to be supplied between thel families . . . and that with regard to the share now left vacant by the death of F., one moiety will be given to the issue who take their parent's share, and the other moiety will go by way of accretion to the remaining tenant for life, who will take it as such, and on her death to her issue, if any." The testator's intention in this case was that there should be reciprocal benefits between those members of his daughters' families who could enjoy them ; if some proved incapable of doing so, then others should take what they could not, and the property was not to go from any of them until the occurrence of the events which he provided for had become impossible. Wild's Case (t), which gave existence to a rule of con- Wild's ease, struction applicable to devises, was shortly this : — Land there eniin-° was given by Will to A. for life, remainder to B. and ciated. the heirs of his body, remainder to Wild and his wife, and after their decease to their children. At the time of the devise they had two children, a son, D., and a daughter, E. The devisor, the tenant for life A, and also the remainderman B. having died, the latter without issue. Wild and his wife subsequently died. D., their son, next died, leaving a daughter F., and the gi-eat question in the case was, whether F. should have the estate. In order to solve this, it was first to be discovered what was the precise character of the estate which Wild and his wife had taken, and after an argument before all ' the judges, it was held that they had had only an estate for life, with remainder to their children for life, and not (t) Coke's Rep. Pt. 6, p. 17 ; but 681 ; also Lord OUnorehy v. les- see Tudor's L. 0. in Real Property, mUe, 1 L. C. Eq. 1. 550. WILLS OF PERSONAL PROPEETY. an estate tail. This decision forms, then, what is com- Natnreof the monly termed the rule in Wild's Case. Stated gene- case, rally (u), it will amount to this, that where there is a devise to a man and his children, or where the stronger term " issue " is used, and he has none at the date of the Will, "children" must be taken to be primd facie — that is to say, where no intention to the contrary appears — a word of limitation, so that the first taker has an estate tail (x), but if he has children at the date of the devise, then primd facie as before, the instrument must be construed as giving a joint estate to the first taker and his children as purchasers, from which we see that " children " may be read as a word of purchase or limita- tion according to circumstances. And if lands be devised directly, or in remainder, to a husband and wife, as in Wild's Case, and after their decease to their children, in such case, though no child is in existence at the time of the devise, yet every afterborn child may take by way of remainder, for the primd facie intent here would be that their children should not take immediately, but after the death of their parents. Accordingly, F. took the land as a purchaser. These rules of construction have been observed, where applicable, in the construction of devises of realty ever Rule in Wild's since, but the question to be observed here is this : — Are pSl^*tT they applicable to bequests of personalty ? " That ques- personal estate, tion,'' said Lord Campbell, C, in the case cited below (y), " underwent much discussion in Heron v. Stokes (z), when (») See Lord Cranworth's Judg- is meant to be immediate. It was ment in Byng v. Byng, 10 H. L. stated by Sir Mattbew Hale in tbe Cas. 171 ; 31 L. J. Ch. 470, cited old ease oi King y. Moiling, 1 Vent also by Malins, V.-C, in, Grieve v. 225, that" though "children " may Grieve, L. R. 4 Eq. 180 ; 36 L. J. he made nomen collectivum, "issue" Ch. 932. is such itself. {x) Gooh V. Cook, 2 Vern. 545. (y) AudsUy v. Eorn, 1 De G. F. The intent is manifest that the &J. 226; 29 L. J. Ch. 201. (1860); children should take, but they can- affirming Sir J. Eomilly, M.E., 26 not do so as immediate devisees, Beav. 195 ; 28 L. J. Ch. 293. not being in esse; nor can they (z) 12 CL & F. (H. L.) 161 ; 2 take by remainder, because the gift Dru. & War. (Ir.) 89. OF EXECUTORS AND ADMINISTRATORS. 551 it came on before the House of Lords on appeal ... In that case there was no necessity for deciding this ques- tion, and I forbore giving any opinion upon it ; and with Lord Cottenham, I wished the question to be still consi- dered as open. Now, I am prepared deliberately to say that, in my opinion, the rule in Wild's Case does not apply to personalty . . . There is no reported decision in which Wild's Case has been actually applied to person- alty." His Lordship founds his opinion upon the difference existing between the technical rules of the feudal laws which govern realty, and which, as we have before seen, do not concern personalty. But with regard to testamentary dispositions of both classes of property, to further the intention of a testator to confer benefits upon devisees or legatees, should in all cases be the primary object of a Court of Construction, and upon this • principle was founded the ratio decidendi in Wild's Case. For the same reason which led to the recognition of the doctrine now under notice, namely, the desire to effectuate the testator's intention, the rule will not, it appears, be applied, where doing so would defeat the testator's wishes. In the following case, a lady devised, in 1846, a house Case of a mixed to her nieces, A. and B., and their children, and if thev ''^^p where the rul© m vv%Zd& should not have any, then to their brother C. and his case was not children, "the furniture to go with the house." Neither ^^P^'"^' of the nieces had a child at the date of -the Will, but both had children born afterwards. Now here it is seen there was no issue at the date of the Will, and the question, therefore was, whether, in accordance with Wild's Case, " children '' was to be read as a word of litnitation, so as to give the parents an estate tail. The testatrix died in 1847. The niece A. had five children born between 1846 and 1854, all of whom, with their mother, were alive at the date of the special case submitted to the Court. The niece B., who was dead at the date of the case, had one child, then living. The plaintiffs were A. and her hus- band ; the defendants were their children, together with 552 WILLS OF PERSONAL PROPERTY. the husband and child of B. For the plaintiffs it was argued that the Court was bound here to apply the rule as in Wild's Case, so as to make A. and B. tenants in tail ; and as to the furniture, that would have to follow the realty (a). On the other side, it was contended that the rule in Wild's Oase was not inflexible, and could not be applied to defeat the intention of the testatrix in this case, which was to give the nieces simply estates for life, so that their children might take by purchase in moieties ; further, that the direction as to the furniture was inconsistent with the supposition that the nieces were intended to take estates tail Viee-Chancellor Malins, concurring in this view, held that A., the living niece, was entitled to one moiety of the house for life, with remainder to her present children and those born afterwards, as joint tenants, and one moiety of the fur- niture absolutely, and that the child of the deceased niece took the same interest in the house and furni- ture. From what has been stated, then, we may con- clude that although at present the rule in Wild's Case is not directly applicable to the construction of testa- mentary disposition of personal estate, yet that the rule is not of so hard and fast a character that it must be applied to all devises of realty — especially where person- alty is included — where by doing so a testator's objects would be frustrated. The rule in We now come to the rule in Shelley's Case, for which ShelUy's case. ^^ ^^^ ^^^^ indebted to Lord Coke's Eeports (6). Shortly (a) The late Vice-Chanoellor given rise to a vast numter of in- Giffard was of opinon, that it was tricate questions and a, correspond- stating bad law to say, that where ing amount of legal learning in their realty and personalty were blended solution. The reader desirous of in a Will, the latter necessarily went going deeply into the matter, may as the former. All the authorities, gratify his inclination in this he said, were to the opposite effect, direction by perusing especially Eerriek v. Franklin, L. R 6 Eq. Eearne on Oontingent Remainders, 693 ; 37 L. J. Ch. 908. by Butler — passim. We (5) Pt. 1, p. 94. .This rule has hardly remind the reader of the OP EXECUTOUS AND ADMINISTRATORS. 553 stated it is this : — ^Whenever a man by any gift or con- veyance takes an estate of freehold, and in the same gift or conveyance an estate is limited either mediately or im- mediately (c), to his heirs in fee or in tail, the word heirs is a word of limitation and not of purchase; in other words, this limitation to heinrs gives the taker an abso- lute interest in the property, either in fee or in tail as the case may be. We see that all the terms employed Not applicable here are those which strictly belong to the feudal rules directly to •' ° personal concerning real estate, and our purpose cannot there- estate. fore be to inquire whether the rule itself in Shelley's Case is applicable to personalty {d), but to see whether any principle of an analogous character can be employed in construing bequests. We have already had occasion to state that a gift of personalty to A., and the heirs of his body, would vest the gift absolutely in A. The reason is that the intention of the donor in such a case would clearly be to keep the gift intact until those persons ceased to exist ; that is to say, descend ad infinitum, and this is opposed to the principles of the law. Again, a bequest to " A., his executojs, &c." or to " A. and his legal repre-* sentatives," or a gift to " A., for life only, his executors, administrators, and assigns, would produce the same re- sult, namely, that of conferring upon A. the absolute interest in the gift. If, again, the gift were to A. and his issue, and in default over ; or to A. for life, and after his death to his heirs, or heirs male, a similar construction would be given. As remarked by Lord Cranworth, in Ex parte Wynch {d), the words " heirs of the body " are lucid explanation of the rule given heirs of A., or those of his body, in by Mr. JoshuaWUliams, E. P., Part this case A. has only a mediate ii. ch. 1. inheritance. (c) If land be Knaited to A. for {d) That it is not, see Forth v. life, remainder to his heirs, or the Chapunan, 1 P. 'Wms. 663, not heirs of his body, the limitation to altogether an indubitable authority, his heirs is irmnediate ; but if land however, though cited with appro- be to A. for life, remainder to B. batiou by Lord Justice Turner in for life or in tail, remainder to the Ex parte Wynch, or In re Wynch's 554i WILLS OF PERSONAL PROPERTY. words of art almost mysteriously inflexible, but that the expression " issue " was of a more manageable character. At the same time, if there be nothing to indicate that the word was not intended as a word of limitation, that is, nothing to show an intention to confine the first taker to a life estate, it has been held to be in the nature of a word of limitation, when used in reference to personalty, equally with " heirs of the body." ''Jsme"pnmd " The rule at law," said Lord Justice Turner, in Ex parte fane a word of i-i . ■ ^ r ■ ^ limitation. Wynch,, "which construes 'issue' as prima facte a word of limitation, rests, as I apprehended, on one or other of these foundations. It is either derived from the old law, which upon feudal principles was much directed against the successors to real estates taking otherwise than by descent ; or it rests upon the ground that the word 'issue' per se includes all the issue, and that the best mode of effectuating the intention in favour of all the issue is to give an estate tail to the parent, which in the course of devolution would embrace them all. Surely a rule resting on such foundations can have no application to personal estate. The feudal principle does not reach to the subject matter, and so far from the application of the rule to per- sonal estate effectuating the intention, it directly and immediately defeats it, for it gives the absolute interest to the parent, and prevents the issue, qud issue, from taking any benefit under the disposition." The result is, that the words " to A. and the heirs of the body " used in a testamentary gift of personalty, will give the absolute in- terest to A., by reason of their importing that inheritance with which personalty is not concerned ; on the other hand, teraT" issue " ^^ ^^^ ^^^^ " ^^^^^ " ^® similarly used, then as in Knight Trust, 5 De G. M. & G. 188 ; 23 the above cases are cited, and L. J. Ch. 930, affirming Stuart, Gififard, Y.-C, distinctly states the y'.-C, 1 Sm. & Gif. 427 ; 22 L. absence of authority to show the J. Ch. 750 ; where Knight v. Ellis, rule in Shelley's C'lisc, to be applic- 2 Bro. C. C. was approved. Also able to personalty. And read the see Hemck v. JFranklin, h. B. 6 mstvuctvve case ot ffarvei/ v. Towell, Eq. 593 ; 37 L. J. Ch. 908, where 7 Hare, 231 ; 17 L. J. Cli. 217. OF EXBCUTORS AND ADMTNISTRATOES. 555 v. Ellis, and on the ground of carrying out the testator's intention, such word will not be regarded as a technical word pri-mA facie implying limitation, but as a term of flexibility that must yield to the meaning which the whole language of a Will is found to attribute to it. How far • then is the truly feudal rule in Shelley's case analogously ^"Jj^^ *^ applicable — if we may so express it — to a disposition of Shelley's case personalty ? Mr. Joshua Williams in his treatise on the appliSe to Law of PersoTial Property, after remarking that, " as personalty, real estate is conveyed to a man, his heirs and assigns, so personal estate is assigned to him, his executors, adminis- trators, and assigns," states in substance that the heir or assign (e) of realty corresponds with the executor of personalty in regard to his right to a deceased person's property. "But," he proceeds, "the analogy extends no further. There is no necessity for the use of these terms as there is for the employment of the word ' heirs.' These terms, however, are constantly employed in conveyancing as words of limitation of an absolute interest ; and a rule has sprung up with respect to their construction similar to the rule in Shelley's case, by which the word " heirs " when following a life estate given to the ancestor, is merely a word of limitation, giving such ancestor an estate in fee. Thus, if money or stock be settled [or Example, given by Will] in trust for A. for life, and after his decease in trust for his executors, administrators, and assigns, A. will be simply entitled absolutely ; in the same manner as a gift of lands to A. for his life with remainder to his heirs and assigns, gives him an estate in fee simple. But as E,ule as to the rule, so far as it applies to personal property, is not estaTe"*' founded on the same strict principle as the rule in Shelley's case, a gift of such property to the executors or administrators (not adding assigns) (/), of a person who (e) See ante, p. 70. Ch. 465 ; a case of a post-nuptial (/) The judgment of Lord Chan- settlement, contains some valu- cellor Truro, in Mackensie v. Mao- able information on this subject. kenzie, 3 Mac. & G. 559 ; 21 L. J. Morris v. Holoes, i Hare, 599 ; 16 556 WILLS OF PERSONAL PROPERTY. Illustrative case. Primary meaning of "personal representa- tives." Absolute gift resulting from attempted limitation of leaseholds. has taken a previous life interest, may under peculiar circumstances, be coastrued as giving him no further interest in such property, whilst under the same circum- stances, the word 'heirs' in a gift of real estate would have given him the fee simple" (g). The following case (A) will illustrate one of the fore- going observations : — A. bequeathed the interest of £1000 stock to be paid to B. for life, and directed that at B.'s decease the stock should be transferred to the latter's personal representa- tives. Held, that the primary meaning of these words was executors and administrators, and as there were no words to alter such meaning in the Will, B. took the fund absolutely, and that there was no substitutional gift to her next of kin (i). Again, a testator gave leasehold estate to trustees on trust for B. until he should attain the age of twenty-one ; with certain remainders, and a remainder to sons of B., and the heirs male of their bodies, with remainders over in the event of dying with issue, which happened to C, it was held by the House of Lords that such remainder over was not void for remoteness, but that in this case, the rule as to freeholds applied to leaseholds, and as in L. J. Ck. 121 (Marriage Settle- ment). (g) Wms. P. P. 243, 244, 5th ed. (A) Alger v. Parrott, L. E. 3 Eq. 328. — Note : Of course the primary meaning of "personal representa- tives," is controllable by the con- text of a "Wni ; see Booth v. Vicars, 1 Coll. C. C. 6 ; 13 L. J. Ch. 147 ; Stodcdale Y. Nicholson, L. R. 4 Eq. 359 ; 36 L. J. Ch. 793, (i) As to the distinction between next oflcm, under the Statute of Dis- tributions (22 & 23 C. 2, c. 10), and nearest of kin, see WiOiy v. Maiigles, 10 GL &F. 216 ; 10 L. J. Ch. 391 ; In re Gryll's Trusts, L. R. 6 Eq. 589 ; Bnggs v. Upton, L. E. 7 Ch. 376 ; 41 L. J. Ch. 519, affirming the decision of Wickens, V.-C, 41 L. J. Ch. 33, where "legal per- sonal representatives, in due course of administration," denoted the next of kin of a vrife, according to the Statute of Distribution. Robin- son V. Evans, 43 L. J. Ch. 82 ; In re Bests Settlement Trusts, L. R. 18 Eq. 686 ; 43 L. J. Ch. 545, where the term "personal repre- sentatives '' was held to mean " ad- ministrators. " OF EXECUTORS AND ADMINISTEATOES. 557 freeholds C. would have taken an estate tail, so here he took an absolute interest (7c). We have 'alluded in some of the preceding pages of this Tribunal for book to what is termed a Court of Construction, and this tioVof^ms'ol we remarked in a note at p. 512, is the Chancery Division personalty, of the High Court of Justice. Before the Judicature Acts, while it was the province of the Court of Probate to decide upon the validity of Wills of personal property, it was essentially and exclusively for the Court of Chancery to affix a meaning to the' terms of these docu- ments, that is, when circumstances compelled an appeal to judicial interference. In other words, the Court of Chancery was the proper forum for the construction of Wills of personal estate, and its jurisdiction in this respect alone constituted the true function of that tribunal in regard to its authority over testaments, or Wills of per- sonailty. These powers, the one of deciding upon the factum, of a Will, and the other of construing the document when made, have respectively descended upon the present High Court of Justice, and are severally exercisable in the two Divisions of the High Court which represent the former distinct courts referred to. The Court of Chancery never had, and therefore never Chancery rightly exercised, any authority for the purpose of directly "ever possessed determining upon the validity of a Will of personal estate, deciding on the although it has always been competent to that tribunal to ^^ ^*^ " ^ fix a trust upon any legacy or residue in cases of fraud. Whenever the Court has been applied to for the construction of such a Will or the payment of legacies thereunder, it has proceeded on the foundation that the paper had already been proved in the Court possessing jurisdiction for that purpose. " The Court,'' said Lord Langdale M. K, in the case of When Byves v. The Bulce of Wellington {I), " does interfere for f^toS. the protection of property pendente lite for probate and [h) Williams v. Lewis, 6 H. L. {I) 9 Beav. 579 ; 15 L. J. Ch. Cas. 1013; 28 L. J. Ch. 505, 461 (1846). affirming. 558 WILLS Off PEESONAL PROPERTY. The Chancery Division of the High Court of Justice cannot effectuate testamentary papers before Probate. Will not ex- aminable in Chancery Division while probate thereof stands. letters of administration, and does, perhaps sparingly, and with great cautioii, exercise some jurisdiction in some cases of fraud practised in obtaining probate (m), or in the spoliation of Wills ; but relief under a Will produced is given only in the cases where grants have been made of probate or of letters of administration . . ." The Chancery Division of the High Court of Justice is therefore concluded by the decision of the Probate Division that an instrument propounded is testamentary {n], and on the other hand, the former cannot give effect to testa- mentary papers without probate (o). As long as the probate of a Will remains unimpeached, the Will itself is not examinable — except for purposes of construction — in the Chancery Division of the High Court of Justice (p). The probate is conclusive evidence that the instrument was testamentary according to the law of the land {q), and also as to the title of the executors to all personal property of which the testator was capable of disposing (r). Will of an English Sovereign not under the jurisdiction of the Probate Division. (m) See ante, pp. 409, 410, and the oases there cited in note (a). Note. — The case mentioned in the text, Eyves v. Duke of Welling- ion, was virtually before the Pre- rogative Court of. Canterbury in 1822, under the name of In the goods of his late Majesty Ring Cfeorge the ThirdI,. It was then de- cided by Sir John Nicholl, that a reigning Sovereign could not be proceeded against in the Probate Court by a subject to enforce pay- ment of a legacy given by a former Sovereign, and that the Sovereign's proctor c6uld not be cited to see such paper propounded. See 1 Add. Eoc. Rep. 255. Again, in 1862, ■under the same name, the case , came before Sir CressweU Cresswell, when it was decided that the Court of Probate had no jurisdiction to decide on the validity of a ViU made by a deceased Sovereign of this realm. 3 Sw. & Tr. 199 ; 32 L. J. P. & M. 15. (m) Doitglas v. Cooper, 3 Myl. & K. 378 ; a case of a Power, wherein " the formalities prescribed by the Power " are referred to. By 1 Vict, c. 26, ss. 9, 10, we find that now a ■WUl in exercise of the Power is sufficient exercise thereof, if it be executed like any other "Will. (o) See the judgment of Dr. Lushiogton, in Brenchley v. Lynn, 2 Rob. Ecc. Rep. 461. (p) Kerrkh v. Bransiy, 7 Bro. C. C. 437. (9) Per Lord Cranworth, in Whicker v. Hume, 7 H. L. Cas. 124 ; 28 L. J. Ch. 396 (Domicile). (r) Per Lord Wensleydale, Ibid. OP EXECUTORS AND AUMINISTRATORS. 559 Again, the Chancery Division cannot afford relief to lega- No relief tees or devisees under a Will defectively executed ; for being chancery"^ mere volunteers, they have no more equity than the next of Division where kin or heir, and where the equity is equal the law will prevail {s). tively exe- But although the Court of Chancery was, and the '="'^ "■^solute • 1 1 nil 1 ■ 1 • 1 ™ qualified With others, and he may be expressly nominated, either exdmwe, or by a written, or by a nuncupative Will (c) ; that is, of ^^^ °*''"'- course, where the latter can be made (d). An executor may be constructively appointed by the Executor ac- testator's recommending or committing to him the tmor!^ " charge of those duties, which it is the peculiar province of an executor to perform, namely, to collect the testator's assets, pay his funeral expenses and debts. In cases where it can be clearly gathered from the language of the Will that a person, though not directly thereby ap- pointed to perform these duties, yet was intended to do so, such person is styled an Executor according to the TENOR (e) ; and if he be pronounced such, he may be ad- mitted to take probate with an eiiecutor expressly ap- pointed (/), with whom he may act generally, or with limited powers {g). The appointment of a person as executor may, then, be Inferred inferred from any circumstances which indicate an inten- of executor.* tibn on the part of the testator that such an one should (c) Toller, Exors. 34. these being named ornot in a Will, (fl!) See a/lite, pp. 43 n. {g), 271 -when deciding whether persona — 273. nominated therein are mere tnis- (e) In the goods of Adamson, L. tees or actual executors, so as to R. 3 P. & D. 253. determine the question of ezecutor- NoTE. — It is highly important to ship according to the tenor, bear in mind the statement in the (/) Powell v. Stratford, cited in text as to those duties which 3 Phillim. Ecc. Rep. 118. specially devolve on an executor. (g) Lynch v. Bellew, Reported The Probate Division will look to Ibid» 428. 562 WILLS OF PERSONAL PKOPEETY. act in that capacity. Thus, if a Will direct that A. shall have the testator's personal property after his death, and after paying his debts shall be able to dispose of it at his own pleasure, although A. is not directly named as executor, yet, being invested with the power which belongs to an executor he is deemed to be such according to the tenor (h). Where trustees Where a testator after directing payment of his debts executors^ and funeral expenses bequeathed his property in trust, according to nominating A. and B. trustees thereof to carry out his wishes, these persons were held to be executors according to the tenor (i). Now in this case, but particularly in that cited therewith below, it will, on examination, be per- ceived that the trustees were directed to perform duties which specially appertain to the office of executor ; in the latter, being ordered to get in the estate, pay debts and funeral expenses, and divide the residue. " This," said Lord Penzance (then Sir J. P. Wilde) {k), " is the true office of an executor," accordingly, the trustees were held Where trustees executors according to the tenor. But cases sometimes heli" ^° occur where trustees though appointed to act as such, are either not directed to perform any of those duties which devolve exclusively upon executors, or perhaps not any Illustrative duties whatsoever. Of the former kind was In the goods of Fraser (l). There the testatrix, who made her Will in exercise of a Power, directed her trustees to pay certain sums of money, of which she had the ability to Principle of dispose by virtue of her marriage settlement. But the trustees had no other duties than these to perform ; ac- cordingly, on the principle before stated, they were held not to be executors according to the tenor. " The cases on the subject," said Lord Penzance, " have proceeded on (h) Toller, Exors. 34. 21 ; 35 L. J. P. & M. 15. (i) In the goods of Cliappell, 37 (k) In the goods of Baylis. L. J. P. & M. 32 ; but see In the (I) L. E. 2 P & D. 183 ; 40 L. J. goods of Baylis, L. E. 1 P & D. P. & M. 9. case. the cases. OF EXECUTOKS AND ADMINISTKATQES. 563 very fine distiuctions. The nearest in its circumstances There must to the present which I can find is Boddicott v. Hamil- po^f^ten ton ". (m). In the judgment I find the following remark : to trustees to — ' I was of opinion that there were no words in the reoeiTO, to Will to make the trustees executors. They had only make them "^ •^ executors power to pay what was vested m them as trustees to the according to particular persons for whose use they held it, but not a *®''°'^' general power to receive and pay what was due to and from the estate, which is the ofiSce of an executor.' I think that caSe must govern the present .... Shortly, therefore, because I regard this Will as the execution of a Power, that the distribution of the fund is to be made by the trustees in their character of trustees under the settlement, and that no general power is given them to collect debts and pay legacies : for these reasons I think they cannot be Considered executors according to the tenor " (to). From these observations we are able to per- ceive clearly the guiding principle in determining whether persons named in a Will for certain purposes or reasons are executors according to the tenor or not. The following is a singular case as to trustees ap- Appointing pointed, or rather meant to be appointed, in a Will with *X^^I'*''" no duties whatever given to them (o). A. made a holo- tiiem any graph Will, commencing thus : — " I have given all that I perform, bave to B. and her two sons, C. and D." They were directed to pay E. so much a week during her life, and the testator then ordered that his residuary estate should be equally divided between B., C, and D. This Will contained no attestation clause, but was signed by A. and also by P. and Q. as " witnesses." Beneath the testator's signature were also those of two other persons as " trus- tees." The Court held that the paper was testamentary, (m) 2 Lee, Ecc. Eep. 294. Stewcurt, L. R. 3 P & D. 245 ; 44 (n) See also In the goods of L. J. P. & M. 37. Lovny, L. E. 3 P & D. 157 ; 43 L. (o) In the goods of Coles, L. E. 2 J. P. & M. 34 ; In the goods of P. & D. 362 ; 41 L. J. P. & M. 21. 2 564. WILLS OP PERSONAL PROPERTY. Trustees not duly appointed when names occur under testator's signature. A trustee named in a Wm not neces- sarily an executor, and conversely. How executor may become an actual trustee. Distinction between legal position of executors and trustees. that the attempted appointment of trustees was invalid, because their names were written beneath the signature of the testator and the witnesses, and, therefore, formed no part of the Will. If, however, the trustees had been duly appointed, the question might have arisen as to whether — notwithstanding the fact that by the terms of this Will there was nothing for them to do — they would not have been executors according to the tenor. The report of the case seems to indicate that the Court rather agreed with the argument advanced, that the persons named in the paper as trustees would have been executors according to the tenor, had their names actually been in the Will. In a case, however, which occurred a few weeks after the one just considered, where a person had been appointed a trastee with no duties cast upon him, and without any estate having been conveyed to him, the same learned judge declined to pronounce him to be an executor ac- cording to the tenor (p). A trustee named in a WiU is therefore not necessarily an executor, and conversely an executor is not a trustee qwa such, although his oflSce is fiduciary in its nature, arising from confidence having been reposed in him, and he may become an actual trustee, as we have seen, of unbequeathed residuary estate for a testator's next of kin. Still, the offices of executor and trustee are essentially distinct in their duties and powers, and the rules applicable to the former are not applicable to the latter. Thus, any number of executors are regarded in law as one person, and, there- fore, each has a several right to receive the debts due to the estate, and all other assets, and is competent to give (p) See also In the goods of Pv,n- chard, L. R. 2 P. & D. 369 ; 41 L. J. P. & M. 25. "Nothing," said Lord Penzance, "is conveyed to him as a trustee— there is no duty cast upon him, and all the matter amounts to is that he is said to be a trustee. I think that is not enough to warrant the Court in holding him to be an executor ac- cording to the tenor. " As to the distinction between a mere overseer or coadjutor and an executor, see 1 Wms. Exors. pt. 1, bk. 3, ch. 2, 243. OF EXECUTORS AND ADMINISTEATORS. 565 a discharge by his own separate receipt (g), which will be as valid in every respect as though all his co-executors joined, provided the money was under the control of them all (r) ; yet trustees on the other hand, having only a jovnt interest power and authority, must all join both in conveyances and receipts (s). But co-executors and co-trustees are on the same Wherein footing, as regards the liability of each, for their own exeoutorrou several acts only, although, of course, collusion will cause ^^™® footiDg. this rule to be set aside. Accordingly, where two executors and trustees sold out stock, which was received by one of them, and misapplied by him, Lord Langdale, M.R., held the other executor answerable for the amount (f). But in the same case, it was held that the same co-executor, v^n- aware of the receipt of dividends on stock by his col- league, who had misapplied the same, was not liable for this act of the latter. Another result of the distinction between the position Indemnity of co-executors and that of co-trustees is observable in the ^e^edT a'd"'^' usual indemnity clause contained in instruments creating Wills, trusts. The eflfect of this provision is to prevent one trustee becoming liable for the acts of his co-trustees, although it is useless to avert the consequences of a breach of trust (u). As executors form on'e person in law, such a clause would be inapplicable to them merely as such, but, of course, would be to executors and trustees. The above distinction between executors and adminis- 1 testator trators made by the law can be disregarded by a testator, ^^^offi™'"?* who may choose to unite the two offices in the same per- executor and sons; and on the other hand it may, of course, be same^per^n!^ (?) J^oy ■''■ Campbell, 1 Sclioales notes to JBrice v. Stokes and Town- Si Lefroy (Ir.) 341 ; Judgt. of Lord ley v. Sherborne, 2 L. C. Eq. 899. Eedesdale. (u) Brumridge v. Brumridge, 27 (r) Charlton v. Earl of Durham,, Beav. 5. Every instrument creat- L. R. i Gh. 433 ; 38 L. J. Ch. 183. ing a trust is now by statute law (s) See Lord Eldon's judgment in deemed to contain this indemnity Brme v. Stokes, 2 L. C. Eq. 870. clause, whether it does or not. See (t) Williams v. Nixon, 2 Beav. 22 & 23 Vict. o. 35, s. 31 (Lord St. 472 ; 9 L. J. Ch. 269. But see the Leonards' Act). 566 WILLS OF PERSONAL PROPEETY. Court dis- tinguishing between executors and trustees. Power of appointing co-trustee different from that as to appointing co-executor. Testator may empower a surviving executor to appoint an- other to a«t with him. observed by him should he wish to delegate different powers to different persons. To such intention on his part the Court will give effect, as in the following case, where a man by accepting the trusts of a Will, was held to be not necessarily executor according to the tenor in consequence of having done so : — A., by his Will, directed his debts and funeral and other expenses to be paid, and then gave his realty and personalty upon certain trusts to B., whom he appointed sole executor, and he empowered B. to appoint, by deed or Will, any other person to be a joint trustee with him for the purposes of this Will (iv). B. died before taking probate, leaving a Will of his own, in which, re- citing A.'s Will, he gave all property to which he should be beneficially entitled, to C and D., upon trusts, and ap- pointed them his executors and trustees. G. having re- nounced, probate of this Will was granted to D. On a motion made by a creditor of A.'s estate for an order to compel D. to accept probate of A.'s Will, or in default calling upon him to accept or refuse Letters of Adminis- tration, Sir Cresswell Cresswell held that D. could not be compelled to take probate of the Will of A., as he was not appointed executor of that Will, and did not, by ac- cepting the trusts of A.'s Will, become executor thereof according to the tenor (x). "There is no executor accord- ing to the tenor," said the learned judge. " If B. had proved the Will there was no power given to him to appoint another executor to act with him or in sub- (to) a testator may also empower the survivor or survivors of Ms executors to appoint another or others to act with him or them, so as to keep up the original number. The following case is directly in point: — A. appointed B. and 0. executors of hor Will, and in case of the death of either of them, de- legated to the survivor the power to name another to act with him, in order that there might still be two executors. Upon the death of B., C. appointed D. to act with Wm, but D. did not take probate during the lifetime of C. Sir H. 3. Fust held, however, that probate should pass to D., who might name another executor to act with him. In the goods of Ddchman, 3 Curt. 12.3. (x) Moss v. Bardswell, 3 Sw. & Tr. 187 ; 29 L. J. P. & M. 117. OF EXECUTORS AND ADMINISTRATORS. 567 stitution; but it is supposed that such a power was given to him incidentally and by referee. I, however, think that as, if he had proved the Will, he would have acquired no power to appoint an executor, he could not do it by appointing an executor of his own Will .... He is not appointed executor, and he cannot be compelled as such to take probate." it is also well settled that a person named simply as Universal universal legatee under a Will is not executor accordinsr '®g^*^^ ^ "o* ° _ = an executor to the tenor of such Will. He would not therefore be according to entitled to take probate thereof, but the practice is to ^ ^^°^' grant a person in such position Letters of Administration with the Will annexed. Thus, where A. made a Will in the following terms : — "I leave all my property and effects, possessed by me at the time of my death, to my wife," the practice just mentioned was followed {y). A person appointed "executor for all property not named in the Will " cannot be entitled to probate as executor on any grounds, because an executor must be the person who has to deal with the property which is left by the Will {z). The appointment of an executor may be absolute Appointment or qualified. It is absolute when he is constituted cer- °J ^^^^tor . . , . ... absolute or tainly, immediately, and without any restriction in regard qualified, to the testator's effects, or any limitation in point of time. *^ *<> *li« P™- It may be qualified, as where A. is appointed in respect of time.' the testator's plate and household goods, B. in respect of his cattle, D. in regard to his debts, E. on behalf of his effects in England, F. for those in America, and so on. Again, as to time, A. may be appointed to commence Time, .acting as executor a year after the testator's death, or B. may be appointed to act in the event of A.'s decease, or a person may be appointed, provided he will give security as a guarantee for the due performance of his duties, and a testator may appoint his wife executrix until his son {y) In the goods of Oliphant, 1 (s) In the goods of .WaJceham, Sw. & Tr. 525; 30 L. J. P. & M. L. R. 2 P. & D. 396; 41 L. J. 82. P. & M. i6. • 568 WILLS OF PERSONAL PROPERTY. Administrator appointed when executor- ship expires or before it commences. Executors appointed ia sereval de- grees. Bistinction between an insHtuttui and a substituted executor. Executor sub- stituted on death of the original executor. comes of age, or during her widowhood, &c., &c. (a). In all these and similar cases, the executor's appointment is said to be limited or qualified, or, as in the above instance, where security is required to be given conditional, and when the office of executor under such circumstances cannot be performed, or has been performed and has ter- minated, according to the testator's directions, the Court will protect the estate by appointing an administrator, who will conduct the business appertaining thereto. We have seen that executors may be appointed either conjointly for all the purposes of carrying out a Will generally, or they may be so appointed that each is to per- form certain specified duties. " Likewise a testator may appoint several persons as executors in several degrees — as where he makes his wife executrix ; but if she will not or cannot be executrix, then he makes his son executor ; and if his son will not or cannot be executor, then he makes his brother, and so on. In which case the wife is said to be instituted executor in the first degree, B. is said to be substituted in the second degree,. C. to be sub- stituted in the third degree, and so on. It must be observed that if an institxded executor once accepts the office and afterwards dies intestate, the substitutes, in what degree soever, are all excluded, because the condition of law (if he wdl not or cannot be executor) was once accomplished by such acceptance of the instituted exe- cutor. But when a testator appoints an executor, and provides that in case of his death another should be sub- stituted ; on the death of the original executor, although he proved the WUl, the executor so substituted may be admitted to the office, if it appear to have been the tes- • tator's intention that the substitution should take place on the death of the original executor, whether happening in the testator's lifetime or afterwards " (6). (o) Toller, Exors. 35, 36 ; but see 1 Wms. Exors. pt. 1, bk. 3, the whole of ch. 3, 249. (ft) 1 Wms. Exors. pt. 1, bk. 3, ch. 2, 246, 247. OF EXECUTOES AND ADMINISTRATOKS. 569 The following cases will illustrate the foregoing quota- Illustrative tion, and exhibit the position of a substituted executor : — A. by her Will appointed B. executor, and, failing him, then C. By a codicil she appointed D. in the place of C, and by a second codicil she cancelled the appointment of B. and in his place nominated E. The latter declined to act alone, and renounced his right to probate. Held, that D. was entitled to probate as the substituted executor, on the failure of E. (c). Again, where a naval officer was appointed executor. Substitution but in case of his absence abroad on service then another absence abroad person a lady was to act, and the original executor left "* original " . . . executor. the country during the testator's lifetime and was absent at his death, the Court held that the substituted executrix was entitled to take probate (d). As to substitution in the event of the death of the In the event original executor, the following case is in point (e) : — A. ° is ea . appointed B., C, D. and E. her executors, directing that, in case B. should die, F. should occupy his place. All the executors proved the Will. B. did die, and F. applied that a double probate (/) should be granted to him. Held, that he was entitled to the grant without the consent of the surviving original executors, as the Will showed a clear intention that he should, on B.'s death, succeed him as executor. Sometimes a question arises as to whether persons are Whether intended to be substituted at all events, or only on the executor to act happening or not happening of some particular event. ^* *^ events. Thus, where a Will contained the following clause : — . . . " I nominate and appoint my said wife sole executrix. (c) In the goods of Oolquhown,, cided on the authority of In the 37 L. J. P. & M. 1. goods of Lighton, 1 Hagg. Eoc. (d) In the goods of Langford, L. Eep. 235. E. 1 P. & D. 458 ; 37 L. J. P. & (/) That is, simply a secoiid M. 20. grant of probate after one of several (e) In the goods of Johnson, 1 Sw. executors has taken probate in the & Tr. 17 ; 27 L. J. P. &M. 9, de- first instance. 570 WILLS OF PERSONAL PROPERTY. Executor de son tort. Points arising from the subject. Performing acts of necessity or humanity do not make an executor de son tort. and in default of her I nominate and appoint A. and B. to be executors of this my Will." The wife on her hus- band's death took probate of his WiU, but died before she could administer the estate. The question here was, ■whether A. and B. were intended by the testator to be exe- cutors, both in the event of his wife not taking probate, and also in that of her dying without performing the duties of executrix. On the above facts Lord Penzance decided that the testator's intention was that his wife should administer the estate, also that in the event of her not taking probate, or dying without doing so, then that A. and B. were to act as executors. Accordingly, probate was granted to them, and, if we may venture to say so, it seems difiScult to understand how any question could have arisen on the subject {g). We have hitherto been dealing with cases where the executor has been duly appointed either directly or by implication, and it now remains for us to consider the position of " another species of these officers, who, whUe deriving no authority from the testator, nevertheless assume the office by their own intrusion and interference. Such an one is styled an executor de son tort, or an exe- cutor of his own wrong " Qi). The points for consideration here then are two : — First, what are the acts which will be deemed such an un- authorized intermeddling in the affairs of a deceased person as to constitute the intermeddler an executor de son tort ? Second, — what results from his having so interfered ? At page 467, it is remarked that the interment of the deceased's remains is a permissible and proper proceeding on the part of any one, and it may be stated generally that the performance of acts of necessity or humanity will not render him who does them an executor de son tort. In one of the old (g) In the gi 2 P. & D. 304 ods of Forster, L. E. 41 L.J. P.&M. 18. (h) Toller, Exors. 36. OF EXECUTORS AND ADMINISTRATORS. 571 Common Law Eeports (i), however, we find a case in which a man was held to be so, merely because he Milking cows once held to milked the cows of the deceased ; but we need hardly create an say that mention of such a case is useful, simply to indi- ^^'^^^^wt'^ cate the antiquity of the present subject and the peculiar views entertained by our judges of former days. Unauthorized acts, which, amongst others, have been Nature of the , . , J J.1 ^'^^^ which will held to constitute a person executor ae son tort, are the make a man following :— Proving the Will with the money of the ^^^'j™*'"' * *"" dead (k), possessing and converting the deceased's goods to his own use, living in the house and carrying on the trade of the deceased, requesting by advertisement that debts due to the deceased may be paid [i), paying his debts out of his the deceased's assets {I), suing for and recovering debts due to him, releasing- debts due to him, paying legacies, discharging mortgages out of the de- ceased's money, by entering on a lease or term for years (k) and generally the performance of all acts of acquisition, transferring, or possessing of the deceased's estate, will make a man an executor de son tort (m). The reason why the above acts have been held to pro- Reason for duce this effect is, that while some of thein are the {i) Dyer, 106 (1513-1582). Sir bury the deceased in a decent man- John NichoU, in Zmg v. Symes, 3 ner oat of my own estate." Ibid. Hagg. Eco. Rep. 774, says that {I) Thompson v. Harding, 2 E. ". . slight circumstances are obli- &B. 630; 22 L.J. Q. B. 448. It gatory and sufficient to compel a was held here that if a person, person to take probate if really ap- acting as executor, but not being pointed executor, or to render him really such, pays a debt due from executor de son tort if not really the deceased out of the deceased's appsinted." Sir John also quotes assets, such payment is valid and a shrewd remark of old Swinburne, binding upon ■ a person afterwards "The most safe course is not to appointed as administrator, if the meddle at all, but utterly to ab- recipient of the money really be- stain," that is where one is not lieved the former to be a lawful actual executor. executor. (4) 2 Shep. Touch, by Preston, (m) Bao. Abr. Tit. " Exors. 487; "but to prove another man's and Admors." (B. 3) I. There is "Will, at my own charge, will no no such legal term as "jitfoiiraisira- more make me chargeable as execu- tor de son tort." 1 Wms. Exors. tor of mine own wrong, than to part 1, bk. 3, oh. 5, 266 n. (y). such rule. 57E WILLS OF PERSONAL PEOPEETY. Question whether a per- son is executor de son tort is one of law. Commission of the acts and their result for the jury. Whether an executor proper and one de son tort can exist together. Stranger tak- ing goods after probate is a trespasser. Stranger taking goods before probate is executor de son tort. Value of property ' intermeddled with, imma- terial. indicia by which creditors might have bcea led to be- lieve that it was against the person performing them that they could bring their actions when necessaiy, all such proceedings are calculated to produce an impression that the person ca'n-ying them out has previously received the authority of the testator to do so ; in other words, that he is the regularly appointed representative of the de- ceased. Whether such acts as those we have described do or do not make him who commits them an executor de son tort is a pure matter of law ; and, therefore, if such a question arises in a trial, it must be determined by the presiding judge; but, whether the commission of the acts is proved or not, as well as the result of them is a question of fact, and, accordingly, would be left to the jury (%)• Where an executor or administrator has been duly ap- pointed to administer an estate, there cannot, strictly, be an executor de son tort at the same time (o) ; for if, after the grant of probate or administration a stranger obtains possession of the deceased's goods, he is a trespasser, and may be sued as such {p) or prosecuted, if his acts amount to a criminal offence. But where a stranger obtains po.ssession of the de- ceased person's property hefore probate or administration, he may be charged as executor de son tort, because the real executor can be charged only to the extent of the assets that come into his hands (g). The value of the property intermeddled with by a per- son, who by reason of his acts becomes executor de son tort, is not material Accordingly, in one case where such (») Padget v. Priest, 2 Term. Eep. 97. This case itself has been considered one of severity against executors de son tort, and with much reason. It is simply this — A. told B. to do certain things as he A. was going to administer a certain pro- perty. B. obeyed, and A, having died, both of them were held to be executors de son tort. (o) See the remarks of Lord Kenyon in Hall v. Elliott, Peake's N. P. Cas. 87. (p) Bac. Abi-. ut supra, n. {in). (q) Bac. Abr. Ibid. OF EXECUTORS AND ADMINISTRATORS. 573 an one obtained possession o£a bedstead, he was charged with a debt of £60, and in another, where a bible was taken, the taker was saddled with a debt of £100. Inasmuch as the performance of acts of necessity will Acts of not cause a person to become executor de son tort, if my "tTangg*^ ^^ * goods are in the house of a deceased person, I may law- fully remove them, without incurring the responsibility in question. Also, if a man dies in my house and has goods there, I may retain them for safe keeping until claimed by his executor or administrator, and the same may be said as to all cases of mistake, or where one acts under Acting under colour of title — of course, in the absence of fraud (r) oolo™ of title, IT 1 1 1 c "^ "f wrongful • — -but not where the acts are done under coJour oi a administration, wrongful administration. Thus, where a creditor enters upon the goods in order to pay himself, if there be a regular executor or administrator, he may sue the creditor for what he has done, .and if there be no executor or ad- ministrator, the other creditors may proceed against him as executor de son tort (s). If a person is appointed in a Will to be the executor Executor may thereof, he may — notwithstanding his having agreed with """""ri^jj, the testator to perform the duties — renounce the office (i) ; grant of but if he has in any way intermeddled with the testator's f ™ ^ ' •1,1-1 1 .,,1 ""1* ^°* after property, he will not be permitted to renounce, but will be having inter- compelled to take probate of the- Will (u). Before he can dg^,'^,^.f^ renounce — supposing him not to have taken probate — he affairs, is obliged to swear that he has not intermeddled with the Oath of effects of the deceased, and that he will not do so with executor aud administrator. « (r)'2 Shep. Tench, by Preston, 10 Ves. 93; hut this appears to 487, 488. involve a contradiction as to the (s) Id. Ibid. nature of an executor's position {t) 1 Wms. Exors. pt. 1, hk. 3 before probate. If a person not ch. 6, § 1, 274. an executor intermeddles, he can- (u) Long v. Syrms, 3 Hagg. Ecc. not be compelled to take Letters Eep. 771. It has been said that of Administration, either with the an executor intermeddling before WiE annexed, or if there is no probate ii5 liable to be sued as exe- Will at all ; In the goods of Davis, uMtoide son tort. Webster v. Webster, 29 L. J. P. & M. 72. 574 OF EXECUTORS AND ADMINISTRATORS. Executor proper after interfering must take probate. Affidavit by executors and administrators that they will rightly ad- minister. Executor's oath not an intermeddling. Executor can- not renounce after taking probate. of term "renouncing probate." The conse- quences which ensue from acting as executor de son toft any view of defrauding creditors (x). From this it is seen that a duly appointed executor who once interferes is bound to take probate, and that a stranger interfering becomes an executor de son tort (y). Executors and administrators are compelled to make an affidavit that they will properly administer the per- sonal estate and effects of th>e deceased, but merely doing this by an executor will not constitute an intermeddling with the property (a). But an executor cannot renounce after the grant of probate has passed the seal of the Court, nor can the Court allow him to do so after he has once intermeddled (6). After he has once taken probate, then, an executor cannot renounce his office, for the general rule is, once an executor always an executor, and by taking probate an executor assumes duties and liabilities which he cannot afterwards shake off (c). When we speak of renouncing probate or Letters of Administration, we mean really the giving up the title to receive grants of these, respectively. Accordingly, in all the forms of renunciation, whether of probate, of simple administration, or with a Will annexed, or of pro- bate and administration with Will annexed, the person renouncing says that he abandons his right and title thereto. Now we come to consider what are the consequences resulting to a person who has acted as an executor de son tort. " When a man has so acted, as to become in law an executor de son tort, he thereby renders himself liable, not only to an action by the rightful executor or adminis- trator, but also to be sued as executor by a creditor of the (x) 1 "Wms. Exors. ut supra, 282. \y) Long v. Symes, 3 Hagg. Ecc. Eep. 774. (a) McDonnell v. Prendergast, 3 Hagg. Ecc. Eep. 212. (6) Coote'sProb.Prac. 219, 7th ed. (c) Per Sir Cresswell Cresswell, in Goods of Veign, 32 L. J. P. & M. 9, where it appears that an executor though permitted to renounce by the law of Portugal, such permission could not be acknowledged here. OF EXECUTORS AND ADMINISTEATORS. 575 deceased, or by a legatee ; for an execxitor de son tort An executor de has all the liabilities, though none of the privileges, that [^ i^uities belong to the character of executor " (d). Nevertheless, tit none of though he cannot by his own wrongful act acquire any a lawful benefit, yet he is protected in all acts not for his oiun executor. benefit, which a rightful executor may do (e). The following is a singular case illustrating the liability Case, of an executor de son tmi, : A. purchased of B. a pair of boots and paid B. for them, but they were delivered to a journeyman who would not give them up until A. had also paid him for them. A being sued as executor de son tort of B. it was held that he was liable for the value of the boots as such executor, but should be allowed the sum paid to the joui-neyman (/). In the case cited below {g), A, one of thi-ee partners had Executor de died intestate and in debt to B. C, one of the surviv- f^^^^ ing partners carried on the business without taking out property, letters of administration to A. The plaintiffs in the case having distrained for rent due from the firm, C. assigned to them some machinery, to meet the claim in question. B. also, the defendant in the case, having brought an action against C. as executor de son tort of A, recovered judg- ment, and took certain goods in execution. The question here was which of the parties was entitled, and an action of interpleader being brought, G. pleaded the right of sur- (d) 1 Wms. Exors. pt. 1, bk. 3, repairing Ms previous wrongful acts, ell. 5, 265. He cannot bring an was dissented from by Wood, V.-C, action in rigbt of the deceased, in Hill v. Curtis, L. E. 1 Eq. 90 ; although if he be in possession of 35 L. J. Ch. 133, and see post, the deceased's goods, he may main- pp. 578, 580. tain an action for injuring or taking (/) Hobby v. Mmoell, 1 Car. & them away against a mere wrong- Kir. (N. P.) 716. See also the same doer. 2 Wms. Exors. pt. 3, bk. 1, case, where A. obtained possession ch. 1, 925 and 926 n. (c). of B.'s cattle from C. with whom (e) Carmichael v. Carmichael, they were agisted, he paying C. 2 Phillips, Ch. Gas. 101. The die- for such agisting, and it was held turn of Lord Cottenham in this case that A. could not recover the sum that an executor de son tort cannot which he had paid to C. place him in an equal or a better {jj) Buckley v. Barber, 6 Exch. position than a lawful executor, by Rep. 164 ; 20 L. J. Ex. IK. 576 WILLS OF PERSONAL PROPERTY. No survivor- ship among traders in partnership. Suing an executor de son tort is not admitting him to be kwful executor. Act of executor de son tort when good against the true repre- sentative. Agency in question of executorship de son tort. vivorship, but the Court acted upon the maxim jus accrescendi inter mercatores locum non habet, and there- fore that the surviving partners had no jus disponendi, the property of A. Accordingly, it was also held that the defendant B. by suing C, as executor, had not thereby admitted him to be lawfully so, and was justified in .regarding him as executor de son tort and so dispute the validity of the assignment to the plaintiffs. Baron Parke in delivering the judgment of the Court said " . . . . ad- mitting that C. in joining in the conveyance sanctioned thereby the transfer on behalf of the others to the entirety of the chattel, and would, if he had been lawful executor, have been stopped from claiming the property of the testator against the plaintiffs, we do not think the act of an executor de son tort can have the same effect. The act of an executor de son tort is good against the true representative of the deceased, only when it is lawful, and such an act as the true representative would be bound to perform in the due course of administration. That was settled in Glazebrook v. Fox Qi). This pledge . . . was one which the rightful executor was not bound to perform . . . and was therefore not good as against the true exe- cutor when done by the executor de son tort : that is to say, the chattels did not cease to be part of the estate of the deceased, and therefore could be lawfully seized nnder an execution against his goods and chattels." We now come to consider the question of AGENCY in these cases of wrongful executorship, that is to say, when a person acting with, and under the direction of, an exe- cutor de son tort may himself achieve that unenviable position. We will first mention the peculiar and very strong case of Sharland v. Mildon, decided in 1846 by Vice-Chancellor Wigi-am (i). There, according to the reports of this case, and which it seems are not quite so (h) Plowd. 282 (1550-1680). An executor de son tort may also ad- minister assets in the lawful course. Oxenham v. Clapp, 2 B. & Ad. 309; 9L. J. K. B.229. (i) 5 Hare, 469 ; 15 L. J. Ch. iSi. OF EXECUTORS AND ADMINISTRATORS, 577 V. full as they ought to be (k) — A. having appointed his wife Sharland executrix of his Will, died. She, before taking probate, ^^^'^°'^- employed B. to collect his assets and debts. The probate was contested in the Ecclesiastical Court, but before the matter was decided the widow died. Administration was then granted to other parties. Against these, the repre- sentative of the widow, and also against B., a bill in Chancery was filed by a person claiming under the Will, for a general account of the testator's estate. Under these circumstances, the question was, whether B. should be dismissed from the suit, or whether he was an executor de son tort, and so should be retained as a party. B. by his answer to the bill, admitted that he had received debts and collected debts, but insisted that he had done merely as the agent of the widow to whom he had duly accounted. The Vice-Chancellor, after noticing the case of Padget v. Priest {ante, p. 572 n.), pronounced that before him to be one of great hardship to B., and then stating in effect that he had striven, but in vain, to find some loophole of escape for him, thus proceeds : — " It seems established, that if a party had received the money and had not paid it over, he would be liable : if that be so, it seems to follow logically, that he cannot discharge himself, except by paying it over to the legal representative. I had Executor de hoped to have found a ground for holding that he . . . purge^hiT*^ might be looked upon as a mere ministerial character . . . offence by but the result of my inquiries is, that the doctrine declar- money ^d^ ing a receipt of an agent to be a receipt of the principal ®^*j *" does not apply to the case of a wrong-doer. B. was a preaentative, wrong-doer, and knew what he was doing ; he must, there- i^ZghT^"'' fore, remain a party to the suit." {k) Concerning this case — the jus- inference, that the widow, treated tice of which as gathered /rom iAe as wrong-doer was rightful executrix reports is not quite apparent — we actinghefore probate, yet, in fact, she transcribe a portion of a note to was not so, and was strictly in the the case of Sykes v. Sykes, given in position of a wrong-door. A perusal The Law Jownal Reports, Vol. 39, of the Bill of Complaint .... has p. 181. "Though the reports of put this beyond doubt. " ^Aarfamdv.ifi'HcMi might lead to the 578 WILLS OF PERSONAL PEOPERTY. No agency between tort feasors. The above case, how far ap- plicable to others. This decision of Vice-Chancellor Wigram has, in , a comparatively recent case, been pronounced by a highly distinguished judge to be '' a very clear exposition of what the law really is," namely, that as between wrong-doers, the relation of principal and agent does not exist ; also that an executor de son tort may repair his wrong by trans- ferring the property of the deceased to his true represen- tative. But this latter remark only applies to cases where he has handed over the goods, &c., before an action has been brought against him, because, if after this has been done he were permitted to plead the transfer, the person bringing his action would have to proceed de novo against the real executor (l). The sense, however, in which the doctrine of Sharland V. Mildon is to be taken so as to make it applicable to other cases of agency in connection with executorship de son tort is another matter. What is here meant will be perceived from a case decided in the Court of Common Pleas in 1870 (m). Here, an executor. A., before taking probate, employed, or rather perhaps allowed, an agent B., to carry on the business of his testatrix. A year after the deceased's death, C. brought an action against B. and recovered judgment which recited a writ issued by C. "against B., executor of E. S., deceased," also that the said " B., as executor aforesaid," had not appeared, and ad- judged that the said C. should recover against the said B. Subsequently a writ o{ fi. fa. was issued, directing the High Sheriff, the defendant in the case, to levy on the goods of B., as executor of the deceased's estate, which he did. The actual executor then proceeded to prove the Will, and having done this, brought an action against the Sheriff and C. for taking and converting the goods of the plaintiff as executor of E. S. The question left to the jury was, (?) See the judgt. of Sir "W. P. Exors. pt. 1. bk. 3, ch. 5, 2fi8, Wood, V.-C. (Lord Hatherley), in n. (g). Sill V. Cn/rtis, L. R. 1 Eq. 90 ; (m) Sykes and others v. Sylces 35 L. J. Ch. 133, to which we shall and another, L. R. 5 C. P. 113 ; refer again presently ; also 1 Wms. 39 L. J. C. P. 179. OF EXECUTORS AND ADMINISTEATOES. 579 whether B. was in possession of the goods to be adminis- tered by him as executor de son tort, or whether these were in his hands as agent of the real executor {n), and the jury found that he was acting in the capacity of agent to A. Whereupon the verdict was entered for C, but against the Sheriff, with leave, however, to him to move to enter the verdict for himself, or for a nonsuit on the ground that he was justified under ih&fi. fa. in seizing the goods. A rule nisi having been obtained accordingly, the Court of Common Pleas unanimously discharged it. It might, perhaps, be asked in the first place. Why B. Executor de did not deny that he was executor de son tort, and so put g^mj cannot that fact in issue ? The answer is, that the rule of law de- deny that he is executor. clares that if a person by any ovei-t act holds himself out as being invested with the authority of atestator to transact the business appertaining to the settlement of his affairs after his death, such person, so far as creditors are concerned, thereby renders himself liable to be sued like a lawful executor, and he cannot set up his assumed character as an answer to their decctands. Accordingly, he may be The real sued in either character, but the great questions in Syhes s^lfs T^s'ics V. Syhes were, first whether B., who carried on the business for the executors (o), they not having taken probate, was their agent ; and second, whether they were wrong-doer^ or really possessed authority to appoint the man as their agent. So that, in fact, as stated by the Lord Chief Justice Bovill, the matter turned upon the powers of executors before probate. The Court held that the executors being persons duly Decision of the appointed as such, were not wrong-doers, consequently °" ' that their agent was not a wrong-doer, and that as the goods of the testatrix were not in the hands of B. to be administered, the sheriff had no right to levy on them ; (k) ' ' This was a fit question for her husband's husiness after his them and was left in the same terms d«ath in the same place and on her a.sinCottUY.Aldrich;"i'M..&,Si.n5. own account, she was held to he Per Bovill, C. J., in Syhes v. Syhes. executor de son tori, see Hooper v. (o) Where a widow carried on Summerseit, Wightwick's Eep. 16. p p 2 580 WILLS OF PERSONAL PROPERTY. An actual ex- ecutor cannot be a wrong- doer in regard to the perform- ance of duties where lawful before probate. Expiation of offence by ex- ecutor de son tort, bow effected. Mill V. Curtis. further, that as the writ directed him to take the goods which were in B.'s hands as executor, the argument that they were goods of the testatrix merely in the custody of B. was not tenable. " It seems, however, to me," said Brett, J. 0., " that sit- ting in a Court of Law, we must, after the cases that have been decided, particularly Cottle v. Aldrich (n), hold that these executors were not wrong-doers ; nor indeed is there any case in favour of such a proposition, unless indeed Sharland v. Mildon is treated in the sense contended for by the defendants : a sense which I do not think correct." This observation, however, is of rather too sweeping a character as to there being no case to support the proposi- tion that the executors had acted in a wrongful manner, but we may assume it to be now settled that a duly ap- pointed executor who performs acts within the scope of his authority before probate, cannot be deemed a wrong- doer, and consequently that a person employed by him in transacting the business of the deceased's estate will not be so considered. " Hill V. Curtis was a case of intestacy, where a person in the position of an executor de son tort was held from subsequent proceedings on his part to have expiated the wrong he had previously committed. The facts here were somewhat voluminous, but they may thus be shortly stated. A. having died intestate, two of his creditors, G. and D., took possession of the effects and transacted certain busi- ness in connection therewith. Administration having been granted to the widow of the deceased, she died, and administration of the goods not administered was granted to the deceased's eldest daughter, E. Two of the children of A. then filed a bill against C. and D., praying for an account from them as executors de son tort, and with these defendants were joined E. and her husband. The bill charged that the defendants C. and D. had never delivered up tii E. the intestate's personal estate, but had induced (m) Supra n. (n.) OF EXECUTORS AND ADMINISTRATORS. 581 her to act in relation thereto as they had directed. The Agency, defendant D. answered that so far as he had intermeddled with the effects, he had done so by the authority and at the request of the lawful administratrix ; further that he had duly accounted to her, and to support this answer a deed purporting to be a settlement of affairs as between the parties was put in evidence. Here there was a ques- tion of agency, and the Vice-Chancellor having found that the fact of agency was clearly established as to D., the point for decision was the extent of legal liability arising out of that relation. Sir W. P. Wood, after stating that the agency had been Effect of act- proved, both as regarded the widow and the daughter, ob- ^"^ ^ agent, served that the deed of arrangement was of a perfectly satis- factory character, and he held that although the administra- trix had acted wrongfully before receiving the grant of admi- nistration, yet that directly she had become duly authorized Letters ol to act, her title to do bo related back to all her intermediate relatrback'to" . acts, and thus ratified them (p). "And," he continued, time of tes- " why not to the appointment of agent as well as to her and to all inter- other acts ? If so, was not D. the agent of this lady, and mediate acts. properly suable only by her. Can he, as agent, be suable by those persons who claim a right to the assets ? I am of opinion that he cannot, and, therefore, finding as I do clearly from the evidence that he acted as agent, and sub- ' sequently settled the account with the concurrence of all parties, showing the utmost bona fides, I cannot hold that he is accountable to the plaintiffs." D., therefore, although he had been in the position of an executor de son tort was held to have acted bond fide, and by duly accounting for all the assets of the deceased in his hands to have purged his previous wrong. As to the other defendant Executor de in the above case, C, his Honour said that, he having '°^\Xi^'™^ had property handed over to him by an executor de son goods to {p ) Letters of Administration administrator to sue, and to vest Relation back also, at what time soever granted, the property in him generally. See for all pi^r- relate hack to the date of the in- Foster v. Bates, 12 M. & W. 226 ; P?^^^ "^ letters t«state's death, so as to enable .an 13 L. J. Ex. 88 ; per Parke, B. oj^admrnistra- 582 WILLS OF PEESONAL PROPERTY. another does not place the latter in the same position. Chain of repre- sentation is not maintained by executor of ex- ecutor de son tart. Lessee dying intestate, and a person taking his lease not held to be exe- cutor de son tort. tort, which the latter had no right to touch, he, the defendant could not be followed in respect of that, it having been carried into the mixed account of himself and D. {q). We stated at page 370, n. {p), that according to the rule known as that of the chain of representation, if C. is executor of B.'s WiU, and B. is the executor of A., C. is also executor of A.'s Will, prmnded that B. proved C.'s Wm, and A. has proved B.'s (r). This rule cannot be Case where a man dealing with a lease became exe- cutor de son tort. (?) On the authority of Paidl v. Simpson, 9 Q. B. Eep. 365 ; 15 L. J. Q. B. 382. In this case a lessee having died intestate, his widow entered and paid rent, and after- wards, without any assignment of the lease in writing, A. took the premises. The questions were : — (1) "Wiether A. was assignee of the premises ; (2) Was he executor de son tort ; and the Court unanimously -held him to be neither. ' ' It was contended," said Wightman, J., "that as the defendant took from the widow, he was himself executor de son tort; now [although she might have beeu chargeable as such, yet] the passages referred to In Go- dolphin (pt 2, c. 8, s. 1), and Comyn's Digest ( ' Administrator, ' 2) are expressed to show that that is not so. And it is very reasonable that the law should be as it is, otherwise there would be no limit to the number of executors de son tort." The law ou this point, cited in the above case, is thus shortly put in 1 Wms. Exors., pt 1, bk. 3, ch. 5, 263 :— " If another man takes the goods of the deceased, and sells or gives them to me, this shall charge him as execu- tor of his own UTong, but not m«." But read in connection with PavXl V. Simpson, the case of Williams v. Seaks, L. K. 9 C. P. 17r ; i3 L. J. Q. P. 80, where a man was held executor de son tort, and liable upon the covenants in a lease which had been broken, he having dealt with the lease just as if he himself were holding on its terms, and the defendant in this case, besides being executor de son tort of an executor de son tort, had by his acts also constituted himseK such. (r) SeeDavenporty. Stafford, 2X)e G. JL & G. 901, as to the liability of an executor of an executor for as- sets, and Palmer v. Palmer, 43 L. J. Ch. 349, as to the right to his costs of an executor of an executor where litigation has taken place in conse- quence of a misapplication of assets by the original executor (21 & 22 Vict. c. 95, s. 16), Court of Probate Act, 1858, which provides that an executor who will not act, or ap- pear when cited to take probate, is to be treated as if he had renounced his office. See Wankford v. Wank- ford, 1 Salk. 309 (1689-1712) as to the necessity for the first executor to prove his testator's Will ; and as to the meaning of the above section of the C. P. A. 1858, In the goods of Larimer, 2 Sw. & Tr. 471 ; 31 L. J. P. & M. 189. As to the effect of an executor renouncing probate, see 20 & 21 Vict, c, 77, s. 79 (Court of Probate Act, 1857), with which read 'So. 50 of the Principal Regis- try Rules of 1862 in Non-Conten- tious Business. OF EXECUTORS AND ADMINISTRATORS. 583 observed where there are several executors until one only remains, because, as we have seen, they — and administra- tors also — are subject to the rule of survivorship, and when one dies, his power is not transmissible to his nominee but accrues to the remaining co-executors ; but the survivor of them all may, by his Will, transmit his power to his own executor. Where one of several executors renounces pro- bate his interest ceases, and he is in the position of a perfect stranger as regards the deceased's affairs. Now the above-mentioned doctrine as to the continuity Executor of p ... i_ _i.-i T. jj executor de 30)" of representation, when certam rules are observed, does tor* not liable not apply to an executor de son tort, so that the executor of " ^* ^'^ " (»)• an executor de son tort, simply because he. is so, is there- fore, not liable at law (s), the reason being that as no one can while living appoint an agent, qua such, to commit a wrong on his behalf, a fortiori he cannot by his Will transmit such an authority. Yet the executor of an executor de son tort, may, by his own acts, actually become so himself, in which case he is liable, as in Williams v. Heales, where a man was really the executor de son tort of an executor de son tort. Again, the administrator of an executor cannot trans- Administrator mit his authority to his own representative, because such °* executor. administrator was never deputed by the person whom he represents to act for him, but was empowered by the law to do' so. Thus, if B. is the executor of A., and B. dies intestate, and C. is appointed B.'s administrator, C. cannot {s) Anonynwits case in 2 Mod. of jurisprudence, and by the Judica- Eep. 293 (1669-1732). In the event ture Act, 1873 (36 & 37 Vict. u. 66, of a person acting as the executor sect. 25, sub-sect. 11, the rules of an executor de smi tort, he would formerly observed in Equity are to be liable to account for what he has prevail over those of the Common received in the Chancery Division Law, where any conflict or variance of the High Court of Justice as a arises between them on the same constructive trustee. The terms matter and that matter has not " at law," and " in equity," are not been referred to by the said Act of now applicable as denoting proceed- Parliament, ings or rules under dilfeient systems 584 WILLS OF PERSONAL PROPERTY. Administra- tion de bonis rum, what it is. Executor of an administrator. Administra- tion to two ac- crues to the surviTor. Administer of administrator. transmit the right to administer A.'s estate, for the reason that as no privity existed between B. and C. in the matter of executorship, there was none between C. and A. Ac- cordingly, if B. had not had time to perform his duties in regard to A.'s estate, C. would not of right have been entitled to do so, but a person — it may be C, as in the case cited below {t) — will be appointed to administer the unadministered portion of the property, and such person is styled administrator de bonis non administratis or de bonis non, or more shortly, de- bonis. And the same thing happens where the administrator of an intestate ceases to act by reason of death, removal, and so forth (u), and the intestate's effects are not administered. Nor can the executor of an administrator transmit the right to do what such administrator ought to have done : so that, if A. dies intestate, and B. is appointed his ad- ministrator, and C. is B.'s executor, C. possesses no trans- mitted right to interfere with the estate of A. ; in other words, he is not necessarily the representative of A., but as before, when necessary, an administrator de bonis non will be appointed. "Where administration has been granted to two and one dies, the survivor will be sole administrator, for it is not like a Letter of Attorney to two, where by the death of one the authority ceases, but it is an office analogous to that of executor which survives. Upon the death of such surviving administrator, or of a sole administrator, the Court, whether the administrator died testate or intestate, must appoint an administrator {t) In the goods of Hiclcs, L. E. 1 P. & D. 683 ; 39 L. J. P. & M. 27. Here, A. having appointed B. his executor, died. B. proved the Will, but died before administering A.'s estate, and the Court made a grant de bonis to C, the adminis- trator of B., because the parties entitled to priority of right to ad- minister were abroad. The Court, however, required security from C. to the amount of their interest in the property. (u) 2 Steph. Comm. pt. 2, ch. 7, sect. 3, p. 212, 5th ed. ; 1 Wms. Exors. pt. 1, bk. 3, ch. 4, 254, 245. As to who is entitled to be ap- pointed as administrator to an original intestate on the death of an administrator de bonis non, see 1 Wms. Exors. pt. 1, bk. 5, ch. 3, § 2, 474. OF EXECUTOES ANB ADMINISTRATORS. 585 de bonis non ; for an administrator is merely the officer of the Court, prescribed to it by Act of Parliament, in whom the deceased has reposed no trust ; and therefore on the death of the administrator, no authority can be, transmitted by him to his executor or administrator, but it results to the Court to appoint another officer " {x). An executor is bound, and so is an admiaistrator cutti Executor carry- testamento annexo, to give effect to all lawful directions, ^°|i™g*g l^ ^ — or such as the law recognises the validity of — ^contained deceased per- in the Will ; but to this rule there is one exception, or latte/s diec- perhaps, speaking with strict accuracy, an apparent excep- *i™' tion ; we refer to a direction by a deceased trader, that his executors shall carry on his business after his death (y). Now, just as the decease of a partner in busioess effects Death of a a dissolution of the partnership, so the decease of a person t^^er deter- ^ trading by himself is presumed in law to bring his business mines his to an end. If, therefore, a testator directs his executor to carry on his business, that is, buy and sell, as he himself did in his trade, after his death, he requires such executor to do that which, though not absolutely forbidden by the law, yet is at any rate almost assumed to be without its scope The law does and protection, and therefore an act fraught with danarer "°* recognize ^ . . " _ ° an executor to him who performs it. Such being the case then, if an carrying ou his executor carries on the business of his deceased testator, nes*s^*ex«spt'to" even by the latter's express direction, either with all the - make him per- money left or only a part thereof, he will do so entirely at for profits and ' (x) 1 Wms. Exors. pt. 1, bk. 5, observed that when the law speaks ch. 3, § 2, 474. Note. — There is of executors not carrying on the no such a thing as an administrator business of their testator, it means de son tort. tJiat they are not to luy and sell. (y) By "carrying on" a business, There are many cases when executors is here meant doing so in the same not only may, but are bound to con- continuous manner as the testator tinue the business to a certain ex- would have done had he lived ; so tent," as where a publisher under- that merely clearing out stock or takes to publish a work in parts, and executing orders given before the other similar cases ; 2 Wms. Exors. testator's death will not make an pt. 4, bk. 2, ch. 2, § 1, 1794 ; and executor liable to be sued as "carry- see Moseley v. Eendell, L. R. 6 Q. ing on" the business. Toller, B. 338 ; 40 L. J. Q. B. 111. Exors. 487. Also, "it mu.st be 5S6 WILLS OF' PERSONAL PEOPEKTY. his own risk and peril, and a fortiori he will do so, if he carries on the business wholly on his own authority. In other words, assuming an executor to comply with his testator's . directions on this point, and the business succeeds, then the profits are part of the testator's assets, and belong to the persons who are the beneficial owners of the corpus under the Will; if, on the other hand, the business fails, the executor is in this case — just like an executor becoming Executor liable a member of a deceased partner's firm (z) — liable both in sonally^U person and pocket, even to his own bankruptcy. More- losses out of over, in the case of trading with a sum of money specified to be°made^'' hy the testator, the estate of the latter will be liable only bankrupt. iq gudj extent, while the executor's private property will have to bear all losses over and above that sum (a). Case illustra- To show how unfavourably, or rather, harshly, the law ting the dan- i , , . xi i • i- -l • serous posi- regards an executor who carries on the busmess oi nis tion of an testator, even where by the Will directed to do so, we carrying on his may cite the case of Lucas V. Williams (b). There, one of several executors, who were carrying on their testator's trade, gave a promissory note to a person at a time when the testator's estate was insolvent, a fact, however, of which the executor was quite ignorant. The Court of Chancery, nevertheless, held that the executors were personally liable to the payee. Further, an executor who carries on the trade of his testator in the most successful manner, is not entitled to any remuneration whatever ; and if he carries on his testator's business under any circumstances whatsoever, all he earns will be assets of the testator's estate for which he will be accountable (c)_ is) See on this subject Yyse v. there and in Toiler, Exors. 487. i-teter, and the arguments and cases (b) 3 Giflf. 150; see also Liver- cited there, L.E. 8 Ch. 309 ; affirmed pool Borough Bank v. Walker, in the House of Lords, L. E. E. & I. 4 De G. & J. 24, where a similar App. 319 ; 44 L. J. Ch. 37 (1874) ; decision -was given on a bill of ex- Broughton v. Broughkm, 44 L. J. change, accepted by executors, as Ch. 626. such, who wore carrying on their (a) Lindley on Partnership, 809, testator's busini'Ss. 882 ; 2 Wms. Exors. pt. 4, fek. 2, (c) 2 Wms. Exors. pt. 4, bk. 1, ch. 2, § 1, 1791, 1798 ; and Ex ch. 1. 1658. parU Ga/rland, 10 Ves. 110, cited testator's business. OF EXECUTORS AND ADMINISTRATORS. 587 It is, however, in the power of the High Court of Justice ^o^^ev of the to allow an executor so situated his reasonable expenses (d), remunerate an especially where the duties performed by him are of an f^eoitof.for ...„,. loss of time, unusual character, and such executor is justified in him- &c. self paying for strictly necessary assistance in carrying out Executor oarry- the testator's directions. justified in It is clear then that a direction in a Will to an executor v^y}^s for . . assistance. to carry on his testator's business, not only impresses him with the character of a trustee, in which capacity he acts when carrying on the business, but it also is one calculated to place him in a very awkward and perilous situation. Accordingly — as stated in a practical work of high "Wills contain- authority — " Wills containing a direction for the carry- carry^on busi-" ing on of the testator's trade ought to provide against ness should the event of the executor declining to do so, and should of indemnity, also authorize him, if he should commence the undertaking *°;' *o«"- ... ° cutor. to relinquish it at any time ; since a person may other- wise be induced to renounce the executorship altogether, as the only means of escaping from the hazards which the testator has annexed to the office " (e). It therefore be- Caution re- hoves an executor with a direction of this kind before him, 1™^®^ ^^ ' executor carry- to be extremely cautious how he acts, even where the ing on business Will seems to give him great latitude of action, and armeririth also appears in terms to declare that he shall be irre- considerable sponsible, or not liable to loss, for what he may do (/). An executor in such a position has three courses open to Three courses him, namely, to renounce his office, apply to the High open to an ex- ' •' ' . ' ^^ •' o eoutor directed Court of Justice for authority to act (g), or proceed upon to cany on his own judgment. But the High Court it appears has "^"'^• ii ■ 7 • • J , , The High no power to authorize an admvmstrator to carry on the Court cannot trade of an intestate, even where infants are interested Qi). (d) See 2 "Wm.5. Exors. pt. 4, bk. Stuart, V.-C, 22 L. J. Ch. 320. 2, ch. 2, § 2, 1852. {g) By bringing an adminis- (e) Hayes & Jarmau's Forms of tration action in the Chancery Divi- "Wills, 8th ed. by Dunning, 322 n. sion of the H. C. J. Judicature (/) As in M'Neillie v. Acton, Act, 1873, sect. 34, sub-sect. 3. 4 De G. M. & G. 744 ; 23 L. J. (h) Land v. Land, 43 L. J. Ch. Ch. 11, reversing the decision of 311, distinguishing Tinkler v. authorize an administrator to carry on business. 588 WILLS OF PERSONAL PKOPEETY. Caution re- quired by executor carry- ing on business ■where will con- tains a clause of indemnity. The case of M'Neillie v. Acton is one which well illustrates the previous observations as to the necessity for caution on the part of executors where a WiU, directing a business to be carried on, contains a clause of indemnity. For present purposes it may be thus stated : — A., by his Will, after directing that his debts, &c., should be a charge upon his estate, directed that B. and C, his executor and executrix, after his death should, without liability to loss on their part, continue his business, which was that of a colliery proprietor, and he gave them authority to com- pound debts, and settle all matters relating to his estate. The testator at his death was entitled to a lease of certain mines. mentioned in his Will for a term of years, eight of which were then unexpired. The executrix, after marry- ing again, borrowed money upon the security of a deposit of deeds, expressly for the purposes of the colliery (i), Mindmarsh, 2 Beav. 348, whioliwas a creditor's suit. In Land y. Land the present Master of the Kolls advised the administratrix apply- ing to the Court to sell the intes- tate's business as soon as possible. In BoUngbroke v. Kerr, L. R. 1 Ex. 222, reported in a slightly different manner in 35 L. J. Ex. 137, it was held that au administrator could not be joined as a plain tiif iu an action for goods sold and delivered, in other words, could not in his representative character, while car- rying on the intestate's business, and not for the benefit of the estate, sue on contracts made after his dea,th. But this decision proceeded on the ground that the money sought to be recovered would not have been assets, because the business was not being continued for the benefit of the estate : had such sum been assets then tlie administratrix iu the case might have sued. See post, p. 694. (i) In Colyer v. Finch, 5 H. L. Gas. 905 ; 26 L. J. Ch. 65, which was a case of a devisee, who was also an exeeutor, mortgaging lands. Lord Cranworth, C, observed that it would not matter whether a mort- gage effected by such a person was stated distinctly to be made for the purpose of paying debts, nor that where a sale took place the pur- chaser would be bound to inquire whether the object was to raise money for payment of debts. But, of course, where it appears plainly that the e.xecutor selling or mort- gaging is not acting bond fide, the case is different, and property mort- gaged or sold, under these circum- stances, is just as liable in th? hands of the purchaser or mort- gagee to all the charges upon it as it was in the hands of the executor. See Watkins v. Cheek, 2 Sim. & S. 199, and Oorsery.Cartivright, L. R. 7 H. L. 731 ; 45 L. J. Ch. 605, where the above cases are cited with ap- proval, also Elliott V. Merriman, 1 L. C. Eq. 59, 81, the leading case on OF EXECUTORS AND ADMINISTRATORS. 589 and on a bill being filed by the equitable mortgagee against C. and her husband, it was held by Stuart V.-C, that the executors had the power of pledging the real estate of the testator during the unexpired term — eight years — for the purpose of carrying on the business, and, therefore, made a decree in favour of the plaintiff. On appeal, the Lords Justices Knight-Bruce and Turner Executors act- reversed this decision, and declared that the executors had not such power. In this case it was argued that Testator charg- because the testator had charged his estate with the pay- -vvitb payment ment of his debts, and as the money was borrowed by the »* /ebts^oss ' •' •> not protect executrix, admittedly for the express purpose of effecting executors when the direction as to carrying on the colliery business, that ^i,.^"f " *™ therefore the executors had acted within the scope of their authority, and that the equitable mortgage constituting a debt was payable as such under the terms of the Will. Lord Justice Turner, however, thus points out the fallacy in this reasoning : — " Now, whj"- is it that the real estate is charged under the direction for the payment of debts contained in the Will ? In the first place, there is a moral Because the duty incumbent on the testator, who makes his Will, to morally'bTund pay his debts ; and in the second place, which is, perhaps, ^ P^y ^^ ^ •' , ,. 1 1 • ' t^ if > debts, is not so the better reason tor those words operatmg as a charge on bound to direct the real estate, those words would have no operation J^'^ ''"^''ess to ' J^ be earned on. whatever unless they were construed to charge the real estate, for the law itself charges the personal estate with the payment of debts ; and, therefore, it is a necessary construction that when a man directs his debts to be paid, he means to do more than the law would itself have done (k), and therefore to charge his real estate by virtue the subject of a purchaser's non- (i) This judgment was delivered Lord St. liability to see to the application of in 1853. Since then an Act of Leonards' Act. the money, when dealing with exe- Parliament has been passed known cutors and there is no fraud. As as Lord St. Leonards' Act, 22 & 23 to the similar non-liability of a Vict. c. 35 (August 13, 1859). person making payments to '<»^ff>^ . . ,., Ill establishment. breaking up and otherwise arranging his household affairs ; and it was held not long since, that two months, under certain circumstances, is not an unreasonable period for such purpose (x). We have now to notice a very important matter con- Duty on nected with the office of executor or administrator, that Letos^of Ad- relating to the payment of the duties on probate, Letters ministration, of Administration, legacies, and successions {y). An exe- Successions. cutor or administrator, after intermeddling with a deceased Penalty for not taking (x) FUld Y. Peokett (So. Z),i9 £100. (See n. (s) p. 604.) By tlie Beav. 576. same statute (sect. 4), it is enacted (y) It may te stated that under that stamp duty shall be chargeable 27 & 28 Vict. i;. 56, s. 5, no stamp in respect of the value of a ship re- duty is chatgeable on any probate gistered in any port of the United or letters of administration where Kingdom, even if such ship shall be the whole estate of a person dying in foreign waters at the time of the after July 26th, 1864 (exolimve of testator's death, in which case she property held by him as trustee, is deemed to have been then at the and not beneficially), shall be sworn port where she is registered, not to, and does not actually exceed 600 "WILLS OF PEESOKAL PROPERTY. probate or administration ■within six months after death of testator, &c. Affidavit. person's estate, not taking probate or Letters of Adminis- tration within six months from a testator or intestate's decease, or within two months from the termination of an action ^r dispute as to the Will, is liable to pay a penalty of £100, and a further sum of 10 per cent, on the amount of the stamp duty payable on the probate or Letters of Administration of the estate and effects of the deceased (z). The Probate Division of the High Court of Justice cannot grant probate or administration without an affidavit by the person entitled to either, or from some other compe- tent person or persons, stating the value of the deceased person's effects, which are recoverable by the represen- tative as such, .exclusive of what he may have been possessed of as a trustee, but including his leasehold estates of any kind, and without deducting anything on account of debts (a) owing by the deceased. Such person or persons must swear that the whole value of the pro- perty is under a certain integral sum, in order that probate or administration duty may be paid on such sum, ac- cording to the tables set out in the schedules to 55 Geo. 3, c. 184 (6). The affidavit, which is itself exempt from stamp duty, must be forwarded to the Stamp Commis- (z) Under 55 G. 3, c. 184, s. 37 (Aug. 31, 1815), with wliicli read 28 & 29 Vict. c. 104, s. 57. The former statute has heen repealed m part by 32 & 33 Vict. u. 14, s. 12, 33 & 34 Yict. c. 99 ; and by 36 & 37 Vict. c. 91 (Statute Law Revision Act, 1873), but not in any material part affecting our present subject. (a) But see sect. 51, which enacts that where effects of a deceased person are reduced by payment of debts, the difference in the duty may be returned within a given time ; also 5 & 6 Vict. c. 79, s. 23. (6) Sect. 38. The Act provides that Quakers may make a solemn affirmation in lieu of an oath, and it is presumed that the spirit of the Evidence Amendment Act, 1870 (33 & 34 Vict. c. 49), will extend not only to aU other persons but also to statements which before then were required to be made on oath. At the same time, although the Act deals with cases where an oath may be administered by any person authorized by law to do so in taking evidence, yet whether what a repre- sentative declares as to the value of a deceased person's estate is evidence in the ordinary sense of the word is another matter. But by 36 & 37 Viet. c. 52, s. 4, an Act to relieve widows and children of intestates leaving small estates. Registrars of County Courts are empowered to administer oaths and take declara- tions and affirmations. OF EXECUTORS AND ADMINISTKATORS. 601 sioners — or now, the Commissioners of Inland Revenue (c) — by the Registrars of the Probate Division, who, by neglecting to do so, are liable to a penalty of £50 (d). If it should happen that the person making the declara- Where value tion as to the value of the deceased's estate has over- mated '^^ ' estimated it and so paid too much as stamp duty, he may apply to the commissioners within six months of the time of the payment and by delivering a proper inventory and valuation of the effects, and making another affidavit or affirmation, obtain from them the difference between the sum paid and that which was actually due (e). If too little duty has been paid under mistake or Under-esti- ignorance, and there has been no intention to commit a ™^*®'^' fraud, the commissioners may, on receiving an affidavit or affirmation as to the true value of the estate, within six months after the true value of the effects has been ascer- tained, cause the probate or Letters of Administration to be duly stamped on payment only of the sum required to make up the duty which ought to have been paid in the first instance, and they may remit the penalty payable by law for stamping deeds after the execution thereof (/). In cases of administration, however, the commissioners are to require the administrator, where he has paid too little duty, before stamping the Letters of Administration, also to give security to the President of the Probate Division of the High Court of Justice (c/). But where full duty (c) See 4 & 5 W. 4, c. 60, and tion to evade or postpone the pay- 12 & 13 Vict. c. 1. ment of the stamp duty. (d) 55 G. 3, c. 184, s. 39. (g) Sect. 42. The security re- (c) Id. sect. 40. quired to be given is the same as (/) Id. sect. 41. The penalty that required of an administrator for issuing an improperly stamped who declares the value of the in- prohate was £500 under 5 & 6 W. testate's estate accurately. See & M. c. 21, _ but now by 33 & 34 20 & 21 Vict. c. 77 (Probate Act, Viot. 0. 97, 's. 12, it is £10. This 1867), which repeals certain old may be remitted by the commis- statutes on this subject. See also sioners if they think fit, at any time sect. 81 of the same Act which pro- within twelve months after the first vides for administrators giving bonds execution of any instrument, and to the "Judge of the Court of Pro- there has been no fraudulent inten- bate, " and sect. 82 as to their amount. 602 WILLS OF PERSONAL PROPERTY. Exemptions from Probate Duty. Importance of probate, &c., being stamped correctly. Probate, &e., not correctly stamped not admissible in evidence. Upon what Probate or Administra- tion Duty is payable. has not been paid, and this is known' by those who are charged with the payment of such sum, and what is want- ing to make it up be not paid within six months after discovering that it ought to have been paid, the person neglecting to do so will be liable to pay a penalty of £100, and 10 per cent, of the deficient amount QC). In Part III. of the Schedule to 55 Geo. 3, c. 184, it is declared that probate of the Will, Letters of Administra- tion, confirmation of testament (i), and eik thereto (_/) of any common seaman, marine, or soldier, who shall be slain or die in the service of the Sovereign, shall be exempt from all stamp duties. It is extremely important that probate and Letters of Administration should each bear the correct stamp indicating the sum which has been paid on the value of the deceased person's effects, because the probate and letters, respectively, form the evidence of the right of each to act in his representative character. Supposing then that an executor or administrator is compelled to sue on behalf of the estate, and " his case shows that he sues for a greater value than is covered by the probate or adminis- tration stamp, he cannot recover'' (Ic), and probate or Letters of Administration improperly stamped are not ad- missible in evidence though the document itself is not by reason of this made void (I). We may therefore state that upon whatever is recover- Meaning of " confirma- tion " and " eik." {h) 55 G. 3, c. 18i, s. 43 ; but see 28 & 29 Vict. c. 104, s. 57, whicli gives a summary procedure for recovery of Probate Duty, and provides for tbe waiver of penal- ties. As to whether the Crown may, on a false representation by an executor, &c., of the value of the estate, take the assets of the deceased for payment, see 1 "Wms. Exors. pt. 1, bk. 7, 628. (i) A term of Scotch law synony- mous with "probate" in that of England. (/) Also a term of Scotch law, meaning the addition to an inven- tory ; in English law something added to assets proved. Paterson's Compendium of Eng. and Sc. Law, 504, 522. As to the payment of piize-money of deceased soldiers, see 3 & 4 "W. 4, o. 53. (S) 2 Wms. Exors. pt. 5, bk. 1 eh. 1, 1891, citing Munt v. Stevens, 3 Taunt. 113. {1} 1 "Wms. Exors. pt. 1, bk. 7, 614. OF EiJtECUTOES AND ADMINISTRATORS. 60S able by an executor or administrator, by virtue of his pro- bate or Letters of Administration, for the deceased person's estate, probate or administration duty is payable. A Where sums question may sometimes arise, where the deceased person necIaseV" has not been in actual possession of certain sums of person. money, but those sums have been owing to him at his decease, whether duty is payable on them in the circum- stances under which that question may appear. The fol- lowing case (m) furnishes an instance of this as to Probate duty, and the case also one of authority on the subject. A testator, by a valid contract in writing, agreed to sell a ^ffi^^j.^ tj^g freehold estate to B. At the time of the contract a sum deceased had of money was paid as a deposit into the hands of a stake- a contract to holder. After the testator's death, the contract was sell real estate, and specifically performed, and the whole purchase-money was the contract paid to the defendant as his executor. Query — Was the t^^d"°th' executor liable to pay Probate Duty on the money so complete, coming into his hands? The Court of Exchequer held that he was not (n), but the House of Lords decided that Probate Duty is payable in respect of the purchase-money of real estate on a contract for its sale, made before, but completed after the testator's death. Lord Camp- bell, C, said that the purchase-money having been actually paid to the executor, it was wholly immaterial in case of its non-payment, before what tribunal the remedy for that might have been pursued, because probate being Prohate granted of all the effects of a testator, within the juris- ^™tsin diction of the Ordinary (o), which the executor is entitled England, to receive, and this money having been paid to the exe- cutor as such in the present case, duty was, therefore, payable upon it. Again, where realty was sold under the trusts of a Kealtysold Will, and the proceeds paid to the legal representative of J^stsoflwiu a person interested in it, it was held that Probate Duty and proceeds paid to a (wi) Attorney-Gemml v. Srun- (o) Now represented by the Presi- person's re- ning, 8 H. L. Gas. 243 ; 30 L, J. dent of the Probate, Divorce, and presentative. Ex. 379. Admiralty Division of the High (n) 28 L. J. Ex. 125. Court of Justice. 604 WILLS OF PERSONAL PROPERTY. Probate Duty ^ not payable on assets abroad. Where assets are im transitu from a foreign country to as where bills of exchange were on their way from India. Amount of duty payable on probates and adminis- trations cum teataviento annexo is the same. was payable upon the sum realised by the sale, that being part of the deceased's estate and effects (p). Probate or administration Duty is payable on assets which are in England at the time of the death of the deceased {q), but not such as are situated abroad, or are incapable of being dealt with here, even though they might be recoverable there by virtue of the probate, &c. If, however, the property be neither in England nor in a foreign country, but in transitu, as in the case of a bill of exchange being on its way to England from India, and duly comes into the hands of the executor, then it appears Probate Duty will be payable on the amount. Thus, where bills of exchange were remitted by a testator from India to England, and he died before they reached their destination, but were duly paid to his executor at maturity, the Court of Exchequer held the proceeds liable to duty if). The same amount of duty is payable both on probates and on Letters of Administration when the latter are accompanied by the informal Will of the testator ; but in cases where simple administration issues, the duty is in general about half as much again as on the other, as will be seen from the following table : — In Probate, or administra- tion, with Will annexed, when the value of the effects is Of the value of Duty payable on Probates and Administrations. Simple Administration. £ s. d. £ ». d. ER £20 and under £50 the sum payable is 10 60 100 (s) 10 100 ' , 200 2 3 200 300 5 8 300 450 8 11 450 600 11 15 600 800 15 22 800 1000 22 30 (p) AtlorneySeiieral v. Lomas, L. R. 9 Ex. 29 ; 43 L. J. Ex. 32. (g) Attomey-Oeneral y. Bouwens, 4 M. & W. 190, 19; 7 L. J. Ex. 303. (r) AUorney-Qmeral v. Pratt L. R. 9 Ex. 140 ; 43 L. J. Ex. 108. (s) See note (y) at p. 599, and 36 & 37 Vict. c. 52, extended by 38 & 39 Vict. c. 27. OF EXECUTOES AND ADMINISTRATORS. 605 DXITT PAYABLE ON PkOBATES AND AdMINISTEATIONS — COrhtirwM. Simple Administration. £ s. d. £ «. d. JIOOO and under £1500 the sum payable is 30 ON 1500 2000 ,, 40 2000 3000 ,, 50 3000 4000 ,, 60 4000 5000 ,, 80 5000 6000 ,, 100 6000 7000 ,, 120 7000 8000 ,, 140 Half as much 8000 9000 10,000 9000 10,000 12,000 160 180 200 again as on 1 the Probate and Adminiatratiou •with Will. 12,000 14,000 ,, 220 14,000 16,000 )» 250 16,000 18,000 ,, 280 18,000 20,000 ,, 310 20,000 25,000 ,5 350 25,000 30,000 ,, 400 30,000 35,000 „ 450 oy 35,000 40,000 J> 525 785 40,000 45,000 , J 600 900 45,000 50,000 ,, 675 1010 50,000 60,000 J, 750 1125 60,000 70,000 ,, 900 0^ ■70,000 80,000 ,, 1050 80,000 90,000 J, 1200 90,000 100,000 ,, 1350 100,000 120,000 », 1500 120,000 140,000 ,, 1800 140,000 160,000 ,, 2100 160,000 180,000 », 2400 Half as much 180,000 200,000 ), 2700 again as on 200,000 250,000 >, ,, 3000 i the Probate and 250,000 300,000 ', ,» 3750 Administration 300,000 350,000 >, 4500 with Will. 350,000 400,000 ,, ,, 5250 400,000 500,000 ,f 6000 500,000 600,000 ,» 7500 600,000 700,000 ,, 9000 700,000 800,000 ,, 10,500 800,000 900,000 »> 12,000 900,000 1,000,000 ,) 13,500 oy 1,000,000 ■ ,, 15,000 22,500 Wlen the sum is over a million, there is payable for every £100,000 of the value and any fractional part of £100,000, £1500 for Pro- bates and £2250 for Administrations (*). (0 22 & 23 Vict. c. 36, s. 1. WILLS OF PERSONAL PROPERTY. Probate Daty on '* confirma- tions," &a. Indian Government promissory notes included I in valuation for probate. Bona notabUia. Duty on legacies and successions. These sums payable on probates are due also upon con- firmations of testament testamentary, or eik thereto (u), to be expeded, that is sued out, in any Commissary Court in Scotland, or upon inventories to be exhibited and recorded in any Commissary Court in Scotland {v), of the estate and effects of any person who has left any testament or testamentary disposition of his or her personal or movable estate and effects. In estimating the value of personalty for the purpose of ascertaining , what probate duty is payable thereon, Indian Government promissory notes, and certificates issued or stock created in lieu thereof, are deemed to be personal assets and bona notdbiUa (x) of the deceased person and must be included. Probate and Letters of Administration, in England, or con- firmation granted in Scotland of these, and sealed with the seal of the Probate Division here, under the provisions of the " Confirmation and Probate Act, 1858 " (v), will be valid to constitute the persons named therein the legal personal representatives of the deceased in regard to such notes, &c., as aforesaid (y). But as we have seen, the estimate is not to include what the deceased died pos- sessed of or entitled to as a trustee for any other person, and not beneficially. Having thus hastily glanced at Probate Duty, we now come to notice the duty payable on legacies and successions to property, and this subject is referred to by the various statutes mentioned below (z), but mainly by those which (m) Schedule to 55 G. 3, c. 184, pt. 3 ; see ante,, p. 602, n. (i) {j), as to " confirmation " and " eik." (v) Tlie tribunal for Probate and Divorce cases. Paterson's Comp. Eng. & Sc. Law, 501. See 21 & 22 Vict. c. 56, " Confirmation and Probate Act, 1858," as to tMs Court ; also sect, 15 as to what the inventory shall include. , As to Probates and Letters of Administra- tion granted in Ireland, see 22 & 23 Vict. c. 31, "Court of Probate Act (Ireland), 1859." {x) Goods of the value of £5 and upwards ; but in the diocese of Lon- don, £10 by composition ; 4 Burn's Ecc. Law, 293, with which read 1 Wms. Exors. pt. 1, bk. 4, c. 1, § 1, 289, et seg. But see, however, Hanson on the Probate, Legacy, and Succession Duties, 146-165. (y) 23 & 24 Vict. u. 5. {z) *36 G. 3, c. 62 (Repealed in OF EXECUTORS AND ADMINISTEATOES. 607 are marked with an asterisk. It is not possible or neces- sary in a book like the present to give anything approach- ing an examination of these duties, the subject being one of intricacy and magnitude (a), but we may, however, indicate to the reader some of the principles and the rules which the law furnishes with regard to these duties on legacies and successions. We have already, in previous portions of this work, incidentally referred to the Act of 1853, when speaking of personal property,; accordingly, we need not repeat what is there stated (b). The first Act of Parliament which imposed Stamp When Stamp Duties upon the people of this country was the 5 & 6 ?^pj,ged in W. & M. c. 21, passed in 1694, and was of a temporary England, character — having been introduced with a view to raise money for carrying on the war against France. The power given by the statute was, however,, afterwards re- newed and ultimately was made perpetual by 1 Geo. 1, c. 12. Legacy Duty, although included in the Stamp Tax on legacies Duties (c) is not really a stamp tax at all, but it was so considerer^"^ originally by the statutes which originally imposed it (d), Stamp Duties, though not part by the Statute Law Eevision Succession Duties, a work which is actually such. Act, 1871 (34 & 35 Vict. c. 16) ; considered the best authority on 45 G. 3, 0. 28 (Kep. in part by this subject. The Stat. Law Eev. Act, 1872 (6) At pp. 49 and 50, with regard (35 & 36 Vict. c. 63) ; *55 G. 3, to Legacy Duty payable where c. 184 (Kep. as to a part with realty is to be converted in persou- which we are not concerned, by alty ; at p. 54 as to the meaning of The Stat. Law Eev. Act, ,1873, " Property " in the Succession Duty 36 & 37 Vict. c. 91) ; *16 & 17 Vict. Act, 1853 ; at p. 69 as to the modi- c. 51, "The Succession Duty Act, fication of the technical meaning of 1853," which came into operation "succession" — where by mistake on May 19th, 1853, known also as the date of the Succession Duty Gladstone's Act. Acts relating to Act is stated to be 1854 instead of the mode of coUeding or recovering 1853 ; and at p. 137 as to lease- Legacy Duty, are 24 & 25 Vict, holds being realty for the purposes c. 92; 28 & 29 Vict. c. 104; 31 & of that Act. 32 Vict. c. 124. (c) See 16 & 17 Vict. c. 51, s. 9, {a) As may be seen from the (The Succession Duty Act, 1853). treatise on The Probate, Legacy, {d} The earliest of these was and Succession Duty Acts, by Mr. 20 G. 3, c. 28, passed in 1780 Hanson, Comptroller of Legacy and (Eepoaled in part by 36 G. 3, c. 62, 608 WILLS OF PERSONAL PROPERTY. Original nature of the Legacy Duty. Legacies specific, pecuniary or of any other description, are liable to duty. Kesidue liable after payment of debts, legacies, &c. Kecipient of share of because the duty was chargeable, not upon the legacy itself, but upon the receipt or discharge given by the legatee for the same, and where this could not be given then no duty was payable at all. Of course to allege this inability was a very convenient matter, hence the revenue very often suffered, and at last by the statute, 36 Geo. 3, c. 52, known as the Legacy Duty Act, and which was passed under the supervision of Lord Eldon (e), the duty was made payable on the legacy itself This Act, with some others, which we have before mentioned (/), is the governing authority at the present dayin matters relating to the payment, &c., of the tax upon legacies. For the amount which is payable as duty, and also as to the value of the property chargeable therewith, we must consult Part III. of the schedule to 55 Geo. 3, c. 184, which increased the sum payable under 36 Geo. 3, c. 52. This schedule deals first with cases where a testator or intestate died before April 5th, 1805, and secondly, with those where the death of such person took place after that date. The schedule also enumerates the precise property which shall be sub- ject to duty, namely, every legacy, specific or pecuniary, or of any other description of the amount of £20 or up- wards, given by any testamentary instrument, either out of personalty or out of realty by sale, mortgage, &c. The duty is also chargeable upon residue, or a share of residue of the value of £20 or more, whether this be given to one or several persons, but not until the debts, legacies, and other charges have been paid, and it matters not whether the residue accrued by force of a WUl, or by reason of total or partial intestacy, or whether it was originally personalty, or was such in consequence of realty directed to be sold, mortgaged, &c. If a person dies wholly intes- s. 1 ; and as to the rest, by 6 & 7 W. 4, c. 76, s. 32) ; followed by 23 G. 3, c. 58 (Repealed by the Stat. Law Rev. Act, 1861), and 29 G. 3, c. 51 (Repealed in part by 36 G. 3, c. 52, s. 1, and the Stat. Law Eev. Act, 1861). (e) Then Sir John Scott, A.-G. \f) Ante, n. (s), p. 606. OF EXECUTORS AND ADMINISTEATOfiS. 609 tate he cannot, of course, leave a Uqacy, but it will be P^Pf^y "'i^^' ' ' CI c intestaoy pays seen that the schedule, when stating what Duty shall be legacy duty. paid by the recipient of a benefit by reason of another person's death, uses the expression — " or have devolved to," thereby including that species of acquisition which the legislature in 1853 more amply provided for. By sect. 2 of the Succession Duty Act, 1853, it is What are enacted that certain dispositions and devolutions shall aJfldevohT- confer successions, and these are there stated to be : — *'o°s under Every past or future disposition of property by reason puty Act, whereof any person has or shall become beneficially en- ^^^^• titled to any property or the income thereof, upon the death of any person dying after the time appointed for the commencement of this Act ig), either immediately or after any interval, and either originally or by way of sub- stitutive limitation, and every devolution by law of any beneficial interest in property, or the income thereof, upon the death of any person dying after the time ap- pointed for the commencement of this Act, to any other person, in possession or expectancy, shall be deemed to have conferred or to confer on the person entitled by reason of any such disposition or devolution a " succession ; " and the term " successor " shall denote the person so entitled ; and the term " predecessor " shall denote the settlor, dis- poner, testator, obligor, ancestor, or other person from whom the interest of the successor is or shall be devised (h). The Succession Duty Act, 1853, embraces both realty Sweeping and personalty, and applies to the whole of the United ttr^tuts. Kingdom, but not to any country beyond these realms. The general scope of the statute seems to be to define what succession means for the purpose of imposing a tax thereon, and to supplement the operation of the Legacy (gf) By sect. 54, on May 19tli, Per LordWesttary inyAe^ftormej/'- lSSS. General v. Mttledale, L. K. 5 E. & (h) "The true 'successor,' in the I. App. 290; 40 L. J. Ex. 241, sense of the individual liable to pay affirming the Com-t of Exchequer, the duty, is the person entitled L. R 5 Ex. 275 ; 39 L. J. Ex. upon the expiration, by death or a07. otherwise, of the particular estate." % k 6^0 WILLS OF PERSONAL PKOPEETY. Duty Acts ; in fact, as said arguendo by the counsel for the Crown in The Attorney-General v. Fitzjohn (i), to meet the " numerous cases not caught by the net of the Legacy Legacy Duty Duty Acts " (Ic). These were not applicable to real Aorsdidnot "' ^ '' ^ . . ^\ , apply to realty, property except where its conversion into personalty took place under some imperative trust, or direction to that effect, so that where this conversion was performed at discretion for the benefit of the parties interested or for purposes of convenience, the claim of the Crown did not arise {I). Again, if personal property had been disposed of by a pers6n by deed inter vivos, the Legacy Duty was not chargeable on such property ; but this is otherwise by the Succession Duty Act, for as we have seen, its 2nd section embraces every mode of dis- position of any species of property besides that of a testa- mentary character only. It was stated by Lord Justice Turner in In re Wallop's Trusts (m), that " this Act was clearly intended to extend to cases which can in no way be affected by the rule that mohilia sequuntur personam, and . . . I adhere to our determination in the case of Re Lovelace's Settlement (n), and am of opinion that by the 2nd section of the Act, the legatees of persons domi- ciled (o), out of Great Britain, and the appointees by Will of the donees of Powers so domiciled, were intended to be made subject to the payment of the Duty." But this ob- servation is applicable only to the Succession Duty and to cases of testamentary appointments, and not to gifts under Domicile the instruments which are purely and simply Wills. The test of liability domicile of a person leaving a legacy was always — or at any pay Duty. (i) 2 H. & N. 465 ; 27 L. J. Ex. 79. (m) 1 De G. J. & S. 656 ; 33 L. J. (h) Not, however, to make per- Ch. 351. soTud property liable to Succession (m) 4 De G. & J. 340 ; 28 L. J. Duty when it was not liable under Ch. 489. From this case we may the Legacy Duty Acts, but as stated perceive that property not liable to in the text to put dispositions by Legacy Duty, may yet be liable to deed inter vims on the same foot- Succession Duty. But s^e post, 621. ing as those made by Will. (o) As to domicile, see ante, (I) The Admcate-Generaly . Smith, p. 233, et seq. 1 Maoq. H. L. Cas. 760. OF EXECUTOES AND ADMINISTRATORS. 611 rate since the case of The Attorney-General v. Jackson (p) — has been considered the test of the liability of his personal estate to pay Legacy Duty, and the same rule is observed as to the Succession Duty Act, 1853. Accordingly, where a testator domiciled in France, died there, leaving pure personalty situated in England, it was held by Lord Cranworth, C, that as no Legacy Duty was payable thereon, so it was not chargeable with Succession Duty {q). Therefore if A., The principle, however, that the domicile of a testator, fg^^^fj*^^ j„ and not the locality of his property, is the criterion for de- England and termining the liability thereof to pay Legacy Duty, applies pTOpm-ty^'^^™* only where the property is situate within these realms. ^^'^^> '* '?^ For if a man domiciled in the United Kingdom dies and leaves personal property which exists out of this country, those who take it cannot be compelled to pay Legacy Duty'(r). The rules mobilia sequuntur personam, and that wherever the owner of personalty is domiciled, there his personal property is supposed to be situated, hold good in fact only where the property and the doTnicile of the owner are here. It may possibly occur to the reader to propose a case of this kind : — Suppose A., q^^ j.j,g q^j^. a Frenchman, domiciled in England, possesses a sum of missioners of money invested, say, in the French Rentes, leaves a Will Revenue levy giving it all to B., who is a Frenchman residing in, and tj^^ Legacy ... . o J Duty on pro- domiciled in France, and B. is the sole executor of the Will, perty situate In the event of B. declining to pay Legacy Duty, could *''™*'^ ■ the Commissioners of Inland Eevenue compel B. to pay ? Here we have property situated abroad— a.u immaterial Property circumstance — and the person who has to administer it *^™^ and person to ad- resident abroad also, and as stated by the Lord Chancellor minister it in the Attorney -General v. Campbell (s), "you cannot *-*'«'^« ^'^o- claim duties leviable under English Acts of Parliament leviabkoa property 13 Sim. 153 ; The Attormy-General abroad ; V. Napier, 6 Ex. Rep. 217 ; 20 L. J. Ex. 173, and see Hanson on The Probate, Legacy, and Succession Duties, 3rd ed., 68, and as to Domi- cile in cases of succession, 222, 223. (s) Post, n. (y). E K a (p) 2 CI. & F. 48; but see Thomson v. The Advocate General, 12 CI. & F. 1. {q) Wallace v . The Attomey- General, L. R. 1 Ch. 1 ; 35 L. J. Ch. 124. (r) Thomson v . The Advocate- General, 12 CI. & F. 1 ; S. C. 612 WILLS OF PERSONAL PROPERTY. but it is if the property be brought to this country. Domiciled Englishman leaving pro- perty in foreign country, and here ; and appoints one executor for each. Foreign pro- perty exempt from Duty. Duty charge- able only on the English property. Where legatees of foreign pro- perty reside here they must pay Duty. Person domi- ciled abroad directing his money to be invested in English securities. Two cases on this subject. when you would have to pursue him before a foreign tribunal." But yet after an administration has been carried out, if the residue be brought here and invested upon trust, it becomes, as the above case will show, British property upon which Duty is chargeable (f). It not unfrequently happens that an Englishman domi- ciled in England, leaving personal property in some foreign country, say India or Australia, and also personal property situated here, appoints an English executor in respect of his English property, and an executor in India or Australia in respect of the property there. Under such circum- stances, no means exist for compelling the foreign executor to pay the Legacy Duty on the foreign property which he administers abroad, and the English executor is only liable to pay the Legacy Duty on the property which he administers here. If, however, the legatees of the foreign property reside in this country and the property is re- mitted to them here by the foreign executor without accounting for the Legacy Duty, it is usual to apply to the legatees for payment of it, because, under such circum- stances, the duty is made by the Act a debt due from them. But this, it is seen, is where the testator died domiciled here, and we repeat that domicile is the criterion of liability in all cases (u). It may possibly happen that a person domiciled abroad may, from certain considerations, direct his residuary personal estate to be invested in English Government securities, and there are two rather recent cases of this kind, from the judgments of which may be acquired some useful information on the present subject. The first is Re Badart's Trusts {x), decided by V.-C. Malins, in 1870, and the second is The Attorney-General v. Campbell (y), decided in 1872, in the House of Lords, and which dis- (i) See the concluding portion of Lord Westbury's judgt. in the above case. (u) The Attorney-General Y. Jack- son, 8 Bligh, (N. S. ) 51 ; also sub worn. The Attorney-GeneralY. Forbes, 2 CI. & F. 48. (x) L. E. 10 Eij. 288 ; 39 L. J. Ch. 645. (V) L. E. 5 E. & L App. 624 ; OF EXECUTORS AND ADMINISTRATORS. 618 tinctly supports the doctrine of the former case. Re Badart's Trusts was this : — Mr. Badart, the testator, was Re Badart's a Belgian by birth, and about ten years before his death, ^™*''' took up his residence in London, -and there amassed a large fortune. He made his Will in England, in the English language, and he appointed English executors. This Will contained a direction to invest a certain sum in Consols, in the names of the executors, and the dividends arising from such sum were to be paid to a tenant for life; with remainders to his nephews and nieces, who were foreigners resident, and domiciled in, Belgium. The tenant for life having died, the Crown claimed Succession Duty upon the interest devolving to the nephews and nieces. They resisted, and the executors paid into Court, under the Trustee Relief Acts, the sum claimed by the Crown. The nephews,, &c., then presented a petition for the payment of this fund to them (z), but V.-C. Malins decided that the Crown was entitled to it. The Vice- Chancellor admitted the gift in the case to be a legacy, and that it would have been assessable under 36 Geo. 3, as a legacy, but, he said, "it is a legacy to which there is a succession," and therefore held it liable to pay the Succession Duty. It will be seen that the testator, where a tes- although his domicile of origin was assumed to be Belgian, tator, though was yet virtually an Englishman, and therefore, as pointed abroad, was out by the learned judge, in a very different position from P'^*<''."=^'>y ^^ Englishman. 41 L. J. Ch. 611, reversing Lord in consequence of the exercise of Romilly's decision in the same case, some special function of its own. sub nom. Oallwnam v. Gamphell, Before the Judicature Acts, the L. R. 11 Eq. 378 ; 40 L. J. Ch. Court of Exchequer was the more 195. suitable forum for the determination (a) The trust, together with the of all such cases, because the ques- action of the trustees, here formed tion always involved concerned the the fonndation of the jurisdiction of Revenue. And now, the Exchequer the Court of Chancery to determine Division of the H. C. J. is the the question of liability to pay proper branch of the supreme tri- Legacy or Succession Duty, and in bunal for the determination of all cases where that Court adjudi- similar matters. Judicature Act, cated upon these questions, it was 1873, sect. 34. 614 WILLS OF PERSONAL PROPERTY. Property not liable to Legacy Duty, may yet be liable to Suc- cession Duty. a foreigner who accidentally happens to be present here, and makes his Will during the period of a short stay, for in that case Succession Duty would not be chargeable, be- cause his foreign domicile would still be unchanged. Why, then, did V.-C. Malins, while admitting Mr. Badart's domicile of origin to be foreign, for the purpose of deciding the question of actual succession to his property, decide that his property was liable to Succession Duty ? The truth is, the case is one of some peculiarity, for, as before stated, the testator lived here, traded here, made an English Will, appointed English executors, and lastly created an English trust. The question of domicile is a matter of fact, and in order that we may not run a risk of introducing confusion into cases of this class where no feature appears to indicate the circumstance that a foreigner and his property are concerned, we shoTild assume or even pronounce his domicile to be English and not foreign, in which case, as Legacy Duty is de- pendent upon a person's domicile, and Succession Duty is so too, one or the other will be payable (a). In the first case cited below. Chief Baron Pollock held that a Frenchman who had resided in England for nearly thirty years, was domiciled in France, therefore, that his property was not chargeable with Legacy Duty, and Baron Bramwell held, hesitatingly (6), that his personalty was liable to Succession Duty. The other members of the Court, Barons Martin and Channell, held that the testator was domiciled in France though resident here, and that Succession Duty was chargeable upon his property, though Legacy Duty was not. (a) In re CapdevUlle, 2 H. & 0. 985 ; 33 L. J. Ex. 306 ; but see Wallace v. The Attorney-Oeneral, cmte, n. (q). These cases and Re Smith's Trusts, 12 W. R. 933, were cited by V. -C. Malins in support of his views in lie Badart's Trusts. (i) His lordship referred, we pre- Buiue, to that portion of Lord Justice Turner's Judgment in Re Wallop's Trusts, which we have cited, ante, at p. 610, and remarked that the Lord Justice Knight- Bruce did not heartily concur in all the remarks of his coadjutor. We have seen how that particular observa- tion of Lord Justice Turner's is to be qualified. OF EXECUTORS AND ADMINISTRATORS. 615 The case of The Attorney-General v. Campbell (c) was The Attorney- as follows : — A., an Irishman by birth, but domiciled in g^^pfdJ' Portugal, made his Will in English form, dated 1853, by which he gave the residue of his personal estate to trustees, who were also his executors, with directions to invest the same in English Consols, and pay the dividends to his wife B. during life. He also directed that when the annuity so given should cease, the sum set apart to answer it was to again fall into residue for the benefit of C. and D. On the widow's death, this sum having again become part of the residue, the Crown claimed Succession upon it, and the House of Lords, reversing a decision of Lord Romilly, M. R., held that the increase of benefit to C. and D. was a succession within sect. 5 of the Succession Duty Act, 1853 (d). The difference between this case, that of Thomson v. The Advocate-General (e), and that of Wallace v. The At- torney-General (/), was pointed out by the Lord Chan- Property cellor, who expressed the principle that, when the task abroad and™ which is imposed upon a person of administering a de- made subject ceased person's estate, involves the placing of the funds tureTs'Ssr*' in such a position as to bring it within the judicature of ^"^^^^ *» TCI • Legacy or this country, and when those funds are in a state involv- Succession ing succession from one individual to another, then the ^"^'^^ Duty accrues and is leviable. Lord Westbury also, after stating that the money left Money in set- by the testator was to be brought here for investment in tho™gh.\)roughi, our Consols, and that the sum was directed to be held ^™™ abroad, upon certain trusts mentioned in the Will, pronounced an opinion to the effect that there was therefore a settle- Tnent made of the money, and that, accordingly, it became impressed, so long as it remained here, with the character of English property in respect of locality. " That settlement so made, undoubtedly becomes subject (c) Ante, n. {y), p.' 612. 153, cited ante, p. 611, n. (p). {d) 16 & 17 Vict. c. 51. (/) L. E. 1 Ch. App. 1 ; 35 L. (e) 12 CI. & F. 1 ; & C. 13 Sim. J. Ch. 124. 616 WILLS OF PERSONAL PROPERTY. Summary. Legatee under a foreign Will, resident here. Legacy Duty payable on an annuity. What persons are to pay Legacy Duty. to the rules of English law, under which it is held, by virtue of which it is enjoyed, and under which it will be ultimately administered. That, therefore, is a description of ownership which falls immediately within the pro- visions of the Succession Duty Act." The matter may, then, be thus summed up : — The Legacy Duty Act does not extend to the Wills of persons who, at the time of their decease, are domiciled out of Great Britain, whether the assets are locally situated here or not. If the testator does die domiciled here, then the Act will apply, only it may not be possible to enforce it, if the deceased's assets have to be administered abroad. If, however, in the latter case these are distributed here, then the recipients must pay Duty. As to Succession Duty the same ob- servations are applicable, for if testator dies domiciled abroad, no Duty is payable on his personal property, no matter where that may exist, and the Succession Duty is payable only by persons who become entitled to pro- perty by virtue of our law. So long as property situated abroad remains there, it cannot be made subject to an English statute, but if it be transferred to this country, and settled, it is at once divested of its character as a distri- butive share of the testator or intestate's foreign property, and becomes subject to our laws. And, as we have before stated, the same happens where a legatee under a foreign Will resides here, and has his legacy paid to him here — but not if the testator died domiciled abroad (g). Legacy Duty is also payable on an annuity for lives (including the testator's), charged on land in the United Kingdom, and bequeathed by a person having a foreign domicile, because this amounts to an estate pur autre vie, and as such it is personal estate for purposes of the Legacy Duty Acts (h). The persons upon whom the law casts the duty of pay- (g) Wallace v. The Attorney- QeneraZ, supra, n. (/). (A) Chatfield v. Berchtoldt, cited also, ante, p, 242, n. (d). OF EXECUTORS AND ADMINISTRATORS. 617 ing Legacy Duty are those who have, or take the burden of, the execution of the Will or other testamentary instrument, or the administration of the personal estate of any person deceased (i), and the words " take, &c.," will therefore, cause an executor de son tort (k), to he liable Executor de for Legacy Duty to the Crown. Such persons, ►before f>n ton haUe either retaining in their own right or for others, or paying or discharging a legacy, or any part thereof, should deduct Effect of de- and pay the Duty chargeable upon it, and if they fail to do a^d nol, payfng the latter, having deducted the Duty, the amount becomes ''• a debt due from them to the Crown. And if legacies are paid without deducting the Duty at all, then the sum pay- Effect of pay- able becomes a debt to the Crown both from the executors, i^g legacy ■without de- &c., and the legatees (t). ducting Duty. Where a Will merely devises realty, no executor is who to pay required, but in most cases, where such realty is charged ^^^"^g^j „^ with the payment of legacies, there are trustees, and of realty. course it may be there are no trustees at all. If there are trustees, they will have to pay the Duty on the legacies charged on the realty ; if there are no trustees, then Duty is payable by the person entitled to the real estate, or by the person or persons empowered or required to satisfy the legacies (m). If the person whose province it is to discharge the Executor pay- Legacy Duty, by inadvertence or ignorance pays an annul- wHhou?d^- tant or a legatee the sum due to him without deducting ducting Duty itnj 1 ,1 .,. PI ■, ™*y recover the Duty, we have seen tue position of each as to the this from Crown. As between themselves, the person who has so '^s^*^^- paid an annuity or legacy may, at any time, and whether he has retained the gift or not, call upon the annuitant or legatee to reimburse him the sum which he has been com- pelled to pay as Duty (n). (i) 36 Geo. 3, c. 52, s. 6. 45 ; The Attorney-General v. Wood, (k) See imte, p. 570, and Han- 2 Young & Jervis, 290 ; Ooombe v. son, p. 50. Trist, 1 My. & Cr. 69. (l) 36 Geo. 3, c. 52, s. 6. As to (m) 45 Geo. 3, c. 28, s. 5. See what is meant by "retaining a Hanson, pp. 134, 135. lega.cy," see Mil Y. Atkinson, 2^67. (n) Stow v. Davenport, 5 B. & 618 WILLS OF PERSONAIi PJROPERTY. Executors may pay legacies and Duty by instalments. Executors bound to take a stamped re- ceipt for legacy. Nature of the receipt. If a legatee refuses to accept his legacy with the Duty thereou deducted, and afterwards brings an action for the same, he may be condemned in all the costs of the proceedings (o). Executors, &c., may from time to time pay any legacy or any part thereof, or make distribution of any part of the residue on payment from time to time of such pro- portions of the Legacy Duty as shall accrue in respect of that part of such personal estate as they may so administer. In other words, executors may pay legacies by instalments and deduct a proportionate amount of the Duty charge- able on each {p). Executors, trustees, &c.,may not pay legacies, &c., charge- able with Duty, without taking from the payees a receipt in writing for the same, expressing the date of the receipt, and the names of the testator, testatrix, or intestate of whose estate the sum paid forms part, also the amount of the legacy, &c., and the Duty payable thereon (q). This receipt must also include interest which has accrued on the legacy, whether it be a simple pecuniary legacy unpaid at the time directed bythe testatorfor itspayment,or agiftof residue(r). Ad. 359, citing Males y. Freeman, ] Bi'od. & Bing. 391, and seeBatev. Payne, 13 Q. B. 900; 18 L. J. Q. B. 273, where Legacy Duty on leaseholds was paid by an executor on the property itself^ and on the profits made thereon, during fifteen years after the testator's death, and the executor was held entitled to recover the sum so paid from tho person in possession, on sale of the leaseholds. In other cases though, the executor would have to bring his action within six , years of the testator's death. The Succession Duty Act, 1853, it may be observed, regards leaseholds as realty, and accordingly, not Legacy, but Suc- cession Duty is chargeable upon such property, sects. 1, 19. (o) 36 Geo. 3, c. 5?, s. 24. (p) Id. s. 26. (2) Id. =. 27. (r) As to Duty where the pay- ment of legacies is deferred by an administration action, see Thomas V. Montgomery, 3 Buss. 502 ; also The Attorney-General v. Holbrook, 3 You. & Jer. 114 ; 12 Price, 407, where the obligee of a bond, by his "Will, forgave the obligor, and the Court held that Legacy Duty was payable ouly on the principal. As to interest on Duty, see The Attorney - General v. Cavendish, Wightwick's Hep. 82 ; also 36 Geo. 3, c. 52, sects. 6, 22, 23, 33, 35, and 31 & 32 Vict. c. 124, s. 9, as to interest at 4 per cent., payable on arrears of Legacy and Succession Duty. OP EXECUTORS AND ADMINISTRATORS. 619 Taxes imposed upon the transfer of property, whether All Acts of as between living persons, or by way of gift to take effect ronceming the after the death of the transferor, have been by some re- Revenue to be ... ..,,.,, coDStrued m garded as erroneous and unfair m prmciple, while those favour of the who have to pay such taxes regard them as extremely ^"^J^"*- burdensome. These views seem to have been to some extent tacitly concurred in by the Courts, inasmuch as the doctrine has repeatedly been there enunciated that all statutes which concern the Eevenue are to be construed strictly in favour of the subject (s). Again, eminent judges Transfer of have stated that it was q aite competent to a person to so p™?^'^*;^ *" ^ . "^ ^ prevent opera- shape the disposition of his property as to avoid the pay- tiou of the ment of Legacy Duty (t), as by giving it away before his Aotsmiite*^ death, of course assuming that every proceeding of the legal. kind would be of a strictly bond fide character. But although a disposition of property by gift inter ^iit inter vivos VIVOS might escape theLegacy i)uty,it would — just as would cession Duty, a contract for payment, &c., of money to take effect after ^f * "dieposi- the donor's or settlor's death — fall within the purview of the Succession Duty Act, 1853. The second, which is the leading section of that Statute, declares that every past or future (u) disposition of property (x), by reason whereof (s) Hobson V. Ncale, 17 Beav. 4tli of August, and so the words 178. 'has,' or 'shall,' accordingly, have {t) See the judgt. of Lord Lynd- reference to the same period." hurst, C. B., in Be Evans, 2 C. Per Kindersley,. T.-(J., in Wilcox M. & E. 221 ; 4 L. J. Ex. 208 ; v. Smith, i Drewry, 40 ; 26 L. J. andthatof Knight Bruce, V.-C, in Ch. 596. The judgment of that Farqitharson v. Cavi, 2 Coll. C. C. learned Vice-Chaucellor in this case 366 ; 15 L. J. Ch. 137. See as to was pronounced by Pollock, C. B., the latter case, ante, pp. 14, 27, 28, in The Attomey-Qeneral v. Lord 29,32. N.B. Read page 610. Jt/MdZcioji, 3 H. & N. 125 ; 27 L. J. (u) " Past, " means previously to Ex. 239, to be " a very masterly and Meaning of the passing of the Act, and "fu- elaborate investigation of the whole '"'ords "past''^ ture,"subsec[uently thereto. "Icon- subject " before them, that is, of the aid " future"- sider that 'past disposition,' within liability of pi'operty— real in this gjon Dutv Act the meaning of this section, means a instance — to Succession Duty, when 1853. disposition made at any time, how- acquired by disposition, and not by ever remote, previously to the day of devolution. the passing of the Act . . 'Past,'or {x) "Property" in the Act in- _ 'future,' then, has reference to the eludes both realty and personalty, time of the passing of the Act, the sect. 1. 620 WILLS OF PERSONAL PROPERTY. "Devolution' of property. Exemptions from Legacy Duty. any person has or shall become beneficially entitled — that is to say not as a trustee — to any property, or the income thereof, upon the death of any person dying after the time appointed for the commencement of the Act (y), either immediately or after any interval, either certainly or contingently, and either originally or by way of substi- tutive limitation, shall be deemed to have conferred or to confer on the person entitled by reason of any such dis- position a succession— the technical meaning of which term in the Act is property (sect. 1). And of a devolution of property — or the acquisition thereof wholly in conse- quence of another's death — it is enacted that where such property is beneficially taken in possession or expectancy, there also a succession is created. Accordingly, by reason of this section, gifts inter vivos and those by Will are alike liable to Succession Duty. Legacies given under the following circumstances are exempt from Duty : — (1.) If given to or for the benefit of any of the Eoyal Family (z). (2.) Or to the husband or wife of the deceased (a). (3.) Legacies of specific articles to any corporation sole or aggregate (b), or to any of the Inns of Court or Chancery (c), or any endowed school pro- vided they are to be retained and not sold (d). (4.) For any charitable purpose in Ireland (e). (5.) A Legacy not exceeding the value of £50 given out of funds in a Savings Bank in England or Ire- land, deposited therein by the testator (/). {y) The Act received the Eoyal Assent on August 4, 1853, but its 54th section declares its operation to have commenced on May 19th of that year. (z) 36 Geo. 3, c. 52, a. 2 ; Sche- dule to 55 Geo. 3, c. 184. (a) Id. Ibid. See Ee Harris, 1 Ex. Rep. 344 ; 21 L. J. Ex. 92 ; Newill V. Newill, L. E. 7 Ch. 253 ; 41 L. J. Ch. 432. (6) See ante, p. 458 n. {k). (c) 36 Geo. 3, c. 52, s. 21. The Act also names Serjeants' Inn, but this institution, as such, ceased to exist on Feb. 23, 1877. {d) 39 Geo. 3, c. 73, s. 1. (e) 5 & 6 Vict. c. 82, s. 38. (/) 9 Geo. 4, c. 92, s. 40. OF EXECUTORS AND ADMINISTRATORS. €21 (6.) Where the testator has set apart any sum expressly for the purpose of paying the Legacy Duty, such sum is not itself liable to Legacy Duty {g). (7.) No Duty is payable on plate, furniture, &c., or other things not yielding income enjoyed in succession, until sold, or until it comes into the hands of the person having power to sell or dispose of them (A). These exemptions, except in the case mentioned below (g), When gift apply equally to dispositions imder the Act of 18o3 (i), as to fro™LegacT legacies given under the above circumstances, so that when Duty, also a gift is by the Act of George III. expressly exempt from Succession Legacy Duty, it is also exempt from Succession Duty (k). •'^"*y- Further, although all legacies over the value of ^20, whether Legacy Duty given in one sum or several sums to the same person, are s^msoTer£20 chargeable with Duty, real property under the value of Succession £100 derived on any death from the saine predecessor is cessfo™ over not chargeable in respect of Succession Duty (l). ^i""- A testator very often bequeaths legacies to be paid to Legacy given free of Duty. (g) 36 Geo. 3, c. 52, s. 21. But Duty. Other subsequent Acts cou- " money applied hy the testator's cerning the Legacy Duty are not direction out of his personal estate prospective. The Succession Duty in Tpajmeat of Succession Duty u^on Act, 1853, was also intended to his real property, is not exempted have a retrospective operation — at from Legacy Duty by either Act." any rate as to rfisposiiioms of property Hanson, 295. — that is to say, ' ' to embrace all ac- {h) Id. s. 14. ■ quisitions of property by reason of (i) 16 & 17 Yict. c. 61, s. 1 8. death after the Act came into opera- {k) But only where it is expressly tion, . . The Legacy Duty Acts . . exempt ; The Attorney-General v. divide the Duty into two classes, Fitzjohn, 2 H. & N. 465 ; 27 L. J. those where the testator died before Ex. 79. "We think that the ex- April 5, 1805, and those where he emptions in the 18th section of the died after that period." Disposi- Succession Duty Act apply to those tions by deed are therefore within legacies expressly exempted by the the retrospective operation of the other Acts." Judgt. Act of 1853. See The Attorney- 's OTs.—Legitcies bequeathed to General v. Middleton, SB.. &'S. 125; children were first made chargeable 27 L. J. Ex. 229. Noticed again ^ost. with Duty by the statute 45 Geo. 3, (l) 16 & 17 Vict. c. 51, s. 18. And c. 28. This, with 36 G. 3, c. 52, where any interest in property was were prospective; but 55 G. 3, c. 184, surrendered or extinguished before was retrospective as to the property May 19, 1863, such interest is not and the rate chargeable upon it as chargeable with Succession Duty. 622 WILLS OF PERSONAL PROPEKTY. the legatees free of Duty, and questions occasionally arise in such cases as to whether the language he has employed to denote his wishes on this point is sufficiently explicit to effectuate them. If there can be no doubt on the sub- ject, the legacy must be paid without any deduction, and the Duty becomes chargeable on the general personal estate. But if legacies are given free of Duty, with a direction that this shall come out of residue, and there is no residue available for payment of Duty, it has been held that this gift of the Duty in such case fails pro tanto, and that therefore the legacies would have to bear the Duty (m). This provision by a testator amounts to a gift of Legacy Duty, and is in fact an addition to the legacy given to enable the legatee, specific or pecuniary, to pay the Duty. If, therefore, it be necessary for pecuniary legacies to abate, the gift of Legacy Duty must abate with the other pecuniary legacies. In the case of specific legacies, their value must be ascertained, also the amount of Duty payable upon them, and then they must be treated just as pecuniary legacies as to their abatement (n). Testator de- -^ testator, then, who desires to relieve his legatees from sirousofre- the Legacy Duty should take care to provide a fund for of Duty should the payment thereof, and also be careful to use plain employ plain a,Q(j unambisruous language in his directions on the terms for tne , . , o o purpose. subject (o). (m) Wilson v. O'Leary, L. E. 17 (n) Judgt. of Lord Selbome, C. Eq. 419. (sitting for Lord EomiUy, M. E.) in N.Pi. — Legacy Duty on income Farrer v. St. Catherine's College, arising from a residue directed to L. E. 16 Eq. 19 ; 42 L. J. Ch. 809. J, . be laid out in land, must be paid by (o) Thus in a legacy to A. " free held to exempt ^^^ tenant for life entitled to such of Legacy or any other Duty," legacies from income, although the Will may there cam be no mistake, and the Duty. contain a direction for payment of following phrases, though less dis- tte Duty on all annuities and tinct, have been held to have the legacies out of the general personal same effect : — " without any deduc- estate ; in other words, residuary tion," " clear of property tax, and personal estate is itself subject to all other expenses attending the Duty. See Lord Londesborotigh v. same," "free from all expense," Somerville, 19 Beav. 295 ; 23 L. J. "to be paid clear." Ch. 646. OF EXECUTORS AND ADMINISTRATORS. 623 If a legacy be given by Will free of Duty, and another Legacy given legacy be given to the same person without mentioning g^^^;]j p^*^" the Duty at all, then the latter gift will, in the absence ^«c« exempts of anything to indicate a contrary intention, be considered by^codicu!™" free also. But even one word may have the effect of charg- ing a second legacy given by codicil, and that too where the testator distinctly affirms that the codicil shall be read as part of his Will. An instance of this may be seen in Useofword Early y. Benhow lip). There, the testator in his Will, "herein "in a . . . ' . , , Will as to when directing legacies to be paid free of Duty, used the legacies, ex- word "herein," but in a subsequent codicil said nothing "Ididi*''"^*''' about the Duty, and Knight-Bruce, V.-C, held that the word "herein," referred to the Will only, and did not include the codicil {p). We have seen a{ page 206, that annuities, whether Three kinds of rent-charges or personal annuities, being considered as a^n^itLr legacies, are liable to Duty as such. The Legacy Duty mentioned in Act (36 Geo. 3, c. .52, ss. 8, 9, 10) speaks of three kinds of „. 52. ' legacies given by way of annuity :— (1) A legacy so ^^ ^^i^^ bequeathed, payable annually or otherwise for any life annuity. or lives, or for years determinable on any life or lives or for years, or other period of time ; (2) Those pay- Payable out of able out of legacies — as where a gift is to A. provided * *^^^' he allow B. so much a year out of it — and given for any life or lives, &c., &c. ; (3) Legacies given to purchase Legacy to pur- annuities.- In each of these cases the Duty payable is to be '^'^^^ annuity, calculated by the Tables set out in Table II. of the Schedule Duty on lega- to the Succession Duty Act, 1853, which Tables are also <=ies as aunui- (p) 2 Coll. C. C. 354. This appears to apply to a legacy substituted in a legacy given rather a curious case, considering codicil for one given in a Will. in codicil in that a codicil is part of a testa- Note. — A legacy which from any ^'"^stitution ^ mentary disposition, and that the cause never vests in a legatee, is of ^ °^?iJ^^. Legacy Duty Acts are to be con- course not chargeable with Duty, gjso free." ^' '* strued strictly in favour of the sub- and if a legatee disclaims the gift ject. Bead with Sarly v. Benbow, to him, no Duty in this case is the case of Cooper v. Day, 3 Mer. payable by him. Hanson, 53. But 154, where the above rule was held as we have stated on a previous 624 WILLS OF PERSONAL PROPERTY. ties valued by the Tables of the Succession Duty Act. Mode of calcu- lating Duty. Payable by four equal instalments. Example of calculating Duty on an ordinary annuity. to be used for the valuation of annuities or interests cliargeable as such under the latter statute (q). When the value of the annuity is ascertained, the Duty ^thereon is to be paid by four equal instalments, the first of which is to be made before or on completing the payment of the first year's income, and so on as to the other three (r). With regard to a legacy charged with an annuity, accord- ing to the terms of section 9, if Duty is payable on the legacy it iS to be paid thus : — The Duty shall be calcu- lated on the value of such legacy after deducting the value of the annuity chargeable upon it ; and then Duty on the annuity is to be paid by four equal instalments, not by the executors, &c., but by the persons entitled to the legacy charged ; such payment, however, being retained from the yearly annuity by him who |)ays it, just as if the annuity had been a direct gift to the annuitant, and this is subject to the provisoes in section 8 as to the annuity determining before four years' payment become due, &c. If A. gives B., who is forty years of age, and a stranger in blood to him, an annuity of £400 a year for his life, this is a legacy within section 8 ; it is held on a single life, and is determinable upon his decease. Looking at Table I. in the Schedule to the Succession Duty Act, 1853 (s), we see that the value of an annuity of £100 held page of this work, an English heir- at-law cannot disclaim his inheri- tance, and as to other successions, the Duty is to be paid when the successor, or any other person in his behalf, becomes entitled in pos- session ; 16 & 17 Vict. i;. 51, s. 20. So that although he may disclaim his succession if he pleases, that win only transfer it to some other person who will have to pay the Duty. (q) 16 & 17 Vict. 0. 51, s. 31. But these Tables apply only to legacies where testator died after May 19, 1853, the date of the Succession Duty Act, and does not extend to cases where, the death being before, the act of calculation and payment occur after the above date. In re, Comwallis, 11 Ex. Eep. 580 ; 25 L. J. Ex. 149. (r) Section 8 also provides for the cases of the annuity determining by the death of any person, or by any other contingency, before four years' payment of the annuity has been made. (s) There are three Tables in the Schedule : — No. I. Gives the values of an annuity of £100 per annum, held on a single life. OF EXECUTORS AND ADMINISTEATORS. 625 on a single life, aged 40, is £1487 10s. The value of au annuity of £400, therefore = (£1487 10s. x 4); and as B. is a stranger in blood to A., we multiply by 10 — that being the percentage upon a gift of personalty, by one person to another not related to him — and the result, when divided by 100, produces the total amount of Duty chargeable on such annuity, namely, iG595. This, however, has to be paid by four equal instalments; so that an annuitant of £400, under the above circumstances, wUl, if the Duty be paid yearly, enjoy an income for four years of only (£400— £i|^), £251 5s. per annum. In the next place, suppose A., a stranger to the testator. Example of to receive a legacy of £10,000, subject to the payment of p^^y on"^ an annuity of £100 per annum to B. for life, who is of the annuity pay- , , „ • . , 1 1 , ■ able out of a same age as the former annuitant, and also a stranger, legacy. Here is an annuity payable out of a legacy, and by sect. 9 of 36 Geo. 3, c. 52, we must calculate as before, only there must be a deduction of the value of the annuity. By the Table such value is £1487 10s., and deducting this from £10,000 we have £8512 10s. A., the legatee, being a straiiger in blood, pays 10 per cent, on the latter amount, that is to say, £851 5s., and in addition, the annuitant pays by four equal payments the entire sum of £148 15s., the Duty on his annuity, coming out of A's legacy, and which is subtracted from the £100 per annum. If we add these two sums together their total is found to be £1000, exactly the sum that A. would have paid had he taken the £10,000 without any charge upon the gift ; so that although the legatee pro tern, loses £100 a year by reason of the annuity, and the annuitant only receives £62 16s. 3cZ. per annum, the Revenue is secured against loss, and gets Duty just as if the legacy were direct to A. without any charge upon it. " But the section does not apply where where annuity the annuity is given directly to the annuitant and has to '^ ^™" '^V - reotly to the No. II. Those of an annuity of No. III. Giving the values of au £100 per annum, held on the joint annuity of £100 per annum, for any continuance of two lives, and number of years not exceeding 95. 626 WILLS OF PERSONAL PROPEETY. annuitant, and Duty to he paid by executor. Duty on legacy given with direction to purcliase an annuity. The Duty in this case pay- able upon the value of the ammity itself. Annuitant when dis- charged. ' be satisfied by the executor — as in the case, for instance, of a legacy of £20 a year to 0. D., and the residue of the estate to A. B. In such a case the annuity is not ' charged on any other legacy,' in the sense of the statute, and A. B. has no right to any part of the estate until the annuity has been provided for, and the executor, not A. B., is liable to satisfy the annuity, and is of course entitled to retain a fund for that purpose. There is no need, there- fore, for transferring to A. B. the liability to pay the Duty on the annuity " (t). As to Duty upon any legacy given by direction to purchase out of the personal estate of a testator, or any part thereof, of an annuity for life or lives, this by the 10th section of 36 Geo. 3, c. 52, is to be calculated upon the sum necessary to purchase such annuity, according to the proper tables, which are the same as those before mentioned, namely, those of the Succession Duty Act 1853, and the Duty shall be deducted from such sum, and paid as in the case of pecuniary legatees. At first sight, it might be supposed that the Duty in this instance would be payable upon the money actually expended in purchasing the annuity, but Mr. Hanson (u) points out that the Duty is payable not upon that sum, but upon the value of the annuity itself, calculated according to the tables provided for the purpose (u). The section (10) then goes on to say, that the person or persons for whose benefit the same shall be paid shall be discharged, by the mode of payment indicated, from all other demands in respect of Legacy Duty, and that the amount of the annuity shall be reduced in proportion to the amount of Duty payable thereon as aforesaid, the reduction being (t) Hanson, 75, 76 ; and see the observations there as to the strict course to be pursued by an executor in such eases, and the practice adopted in regard thereto in the office of the Commissioners of In- land Eevenue. (u) Besides the Tables mentioned in the text, we have what are called "The New Government Tables," which have . been officially framed for the purposes of the Succession Duty Act, 1853. By these may be found the values of annuities from Is. up to any amount, and for any age from bii'th to 95. OP EXECUTORS AND ADMINISTRATORS. 627 calculated in the same maimer as the Duty was calculated. The purchase of such reduced annuity, together with the payment of such Duty, will discharge the legacy as fully as if an annuity had been purchased equal in amount to the annuity so directed to be purchased. The above statements may thus be exemplified : — A., a testator, Example of bequeaths a sum of money which he directs to be laid out ^°f P"'y '^ ■' . calcmated on in the purchase of an annuity of £100 per annum for B., an annuity who is 40 years of age, and a stranger in blood to him. ^'p^ond""* Now, under the "New Government Tables," the value of estate of an annuity of £10 for a life aged 40, is £148 15s., and, accordingly, that of an annuity of £100, on the same life, is £1487 10s. (w), which is the sum upon which Duty is to be paid, and as the annuitant is a stranger in blood to the testator, the Duty payable is (£1487 10s. x -j-V) or £148 los., and j.s payable not by instalments, but at once. This is next deducted from £1487 10s., leaving £1338 15s., the actual sum to be expended in purchasing the annuity. This, instead of producing £100 per annum, would return (£1338- \ ' ^ X 100 J or £90, which is the same thing as £100 a year minus the Duty of 10 per cent. The statute 45 Geo. 3, c. 28, s. 1, was the first that When Duty imposed a Duty upon legacies to or for the benefit of chil- onlegSfo dren and their descendants. The same Act also provides children, for Duty upon legacies of the value of £20 or more charged Annuities out upon or given out of real estate, and which if payable ° ^^^ ^' or arising out of personal estate would have been charge- able with Legacy Duty (x), and we have also seen that the Duty payable on legacies charged on real estate, are pay- able by the trustees of the property, and where there are no trustees, then by the person or persons entitled to the {w) The result is the same as if and upwards ; but Duty is now we had employed No. I. of the chargeable on all residue and shares Statutory Tables. thereof of the value of ^620 and up- (x) The statute provided that ' wards without regard to the aggre- the Duty was payable only where gate value of the estate. Hanson, the residue was of the value of £100 ii, 129. 8 8 2 628 WILLS OF PERSONAL PROPERTY. Powers of 36 G. 3, o. 52, incorporated into 45 G. 3, i;. 28. Exercise of Power creating an annuity and causing Duty to be chargeable. The Succession Duty Act, 1853. General de- scription of the Act. Exception as to succession in the Act. estate {y). On examining the 36 Geo. 3, c. 52, it will be seen that it does not mention charges on lands by way of annuity, but under sebtionQ of 45 Geo. 3, c. 28,all the powers of the former statute are to be considered as introduced into the later one. Accordingly, where a tenant for life by his Will exercised a Power of appointment by which he charged his estate with an annuity to his wife, this annuity was held to be a legacy charged upon the realty, hy the Will which created the Power to charge, and that the case was the same as if the person to whom it was given, by the execution of the Power, had been mentioned by name, and that it was therefore Hiible to Legacy Duty {z). We must now glance at the general features of The Succession Duty Act, 1853. This statute, which has been pronounced by some high authorities to be a model of legislative skill, applies to the whole of the United Kingdom of Great Britain and Ireland, and embraces both real and personal property. Sir G. Jessel, M. R., thus describes the Act in his Judgment in Fryer v. Morland (a) : — " It is ' An Act for granting to her Majesty Duties on succession to property, and for altering certain provisions of the Acts charging Duties on legacies and shares of personal estates ' . . . . Looking at the Act as a whole, it is an Act to grant Duties on succession to pro- perty by persons succeeding to gratuitous life estates. The man is to pay the Duty who gets something on the death of the prior owner, either by way of settlement, or gift, or descent. The only exception that I can find to (2^) Arde, p. 617. (s) The Attorney ■ General v. Pichard, 3 M. & W. 552 ; 7 L. J. Ex. 188 ; affirmed in the Exchequer Chamber, sub nam. Pickard v. The Attorney-Oeneral, 6 M. & W. 348 ; 9 L. J. Ex. 329. See also 8 & 9 Vict. c. 76, o. 4, as to a Power created by deed and executed by Will ; also The Attorney-Oeneral v. Bertford, 3 Ex. Kep. 670, 18 L. J. Ex. 332. (a) L. E. 3 Ch. Dir. 675 ; 45 L. J. Oh. 817. See also as to how the statute is to be read for purposes of interpretation. Lord Brayhrooke v. The Attorney-General, 9 H. L. 150 ; 31 L. J. Ex. 177, where it is stated that the Act is not to be considered according to the technicalities of the law of real property, but according to the popular use of the language employed in it. OF EXECUTORS AND ADMINISTRATORS. 629 that principle is, that a marriage consideration is treated as if it were a gratuitous title for this purpose. The kind of contract which is made on marriage to provide for the issue is treated as creating a succession. That seems the Questions general notion of the thing ; " and "questions arising on ActmusTbt'* this Act," says the same learned judge, in the same case, determined as " evidently must be determined on a general view of its intention, not meaniner and not on a nice criticism of any particular ^"p™ ™":«. ° •' >■ teclinicalities. section." The term " real property " in the statute includes all Meaning of freehold, copyhold, leasehold, and other hereditaments and pertjT" in°the heritable property, -whether corporeal or incorporeal, statute. except money secured on heritable property in Scotland, and all estates in such hereditaments. " Personal pro- " Personal perty '' includes money payable under any engagement, ™^^ ^' money secured on heritable property in Scotland, and all other property not comprised in the preceding definition of real property. " Property " includes realty and per- sonalty. " Succession " denotes any property chargeable "Succession." with Duty under the Act. "Trustee" includes an exe- "Trustee.' cutor or administrator, and any person taking upon him- self the administration of property affected by an express or implied trust. "Person" includes a body corporate, "Person." company, and society (sect. 1). The Act deals with dispositions and devolutions of The Act property, so that there appears to be no means of avoiding ^^™^^„5 the operation of the Act, except by selling property s,niDevoiu- actually and bond fide (&), for this, although a " disposi- therefore tion," is not such as will confer upon the buyer a beneficial set'l^e°ts right withm the meanmg of the Act. A transfer of pro- ^ cannot be perty by bond fide sale cannot create the relation of " sue- evaded otlier- cessor " and " predecessor" required by the Act (c), because bmdjideaile^ of property. (6) See sects. 7 & 8, as to at- perty. Fryer r. Morland, supra, tempts to evade Duty. This was the first case on the (jues- (c) Not even where it is on the tion as to whether a bond fide con- consideration that a sum shall he veyance or assignment of property paid on the death of the purchaser, comes within the Act. and secured as a charge on the pro- 630 WILLS OF PERSONAL PROPERTY. Succession by survivorship in cases of joint tenancy. Exercise of a general Power. the vendee, although no doubt a " successor," really ac- quires his interest from himself, and the Act speaks of dispositions " by reason whereof any person has or shall become beneficially entitled, &c.," clearly pointing to a gift by deed or Will (sect. 2). Where any persons have any property vested in them jointly, by any title not conferring upon them a succes- sion, those who acquire any beneficial interest in such property by survivorship (d), axe deemed successors, and those from whom the successors derive their interest are deemed predecessors. Again, if two or more persons take a succession jointly, they must pay Duty in proportion to the interests they take ; and so often as one of several joint tenants dies, so often is a new succession created, which is derived, not from the other joint tenants, but from the predecessor who conferred the joint title (sect. 3). The exercise of a general Power of appointment (e), derived from a deed or Will taking effect on the death of a person after the commencement of the Succession Duty Act, is held to place the appointor in the position of a person entitled, at the time of his exercising such Power, to the property or interest he appoints, as a succession de- rived from the donor of the Power. Where a person has a limited Power of appointment under a disposition (/), taking effect upon any such death, the appointee under such Power takes it as a succession from the creator of the Power as predecessor (sects. 4 and 33) {g). (d) See as to joint tenancy, ante, p. 524. There is no survivorship as between husband and wife for the purposes of this statute, where there is a gift to them jointly and one dies. " But if the gift is such as to confer on them a succession in the first instance, the Duty must be paid on the value of an annuity for the longest of the two lives. " Han- son, 254. And by Schedule, Part 3, to 55 Geo. 3, c. 184, neither the hus- band nor wife surviving can be charged with Legacy Duty. And see sect. 11 of the Act of 1853. (e) Ante, 279, 289. (/) Id. (g) See on the construction of this section, The Attorney-General V. Upton, L. E. 1 Ex. 224 ; 35 L. J. Ex. 138 ; The Attm-ney- General V. Charlton, L. E. 1 Ex. 204 ; 45 L. J. Ex. 354 ; and the concluding re- marks of Pollock, C. B.jinhisjudg- or EXECUTORS AND ADMINISTRATOES. 63] Succession duty is payable also in the following cases: — Other cases (a.) Where determinable charges on property are ex- Succession tinguished (sect. 5). _ ^^^.^ (b.) Where any disposition is made reserving a benefit to the grantor, &c. (sect. 7). (c.) Where any disposition is to take effect at a period depending on death, or made for the purpose of evading Duty (sect. 8). (d.) Where interests are transferred, as in the case of a reversionary interest expectant on death being aliened (sect. 15). , (e.) In the case of a succession subject to trusts for Generally in charitable purposes (sect. 16) ; descent, sur- and generally in all cases where property is derived by 7'™sl"P. o^ ° '' , , J. J. J J intestacy. descent, survivorship, or intestacy. Kules for valuing lands, houses, &c. (22), timber (23), ^^1^^^°^^ advowsons (24), property subject to beneficial leases (25), different kinds manors, mines, &c. (26), and the Duty payable by corpora- °* P™perty. tions, &c., on taking real estates, are given in the sections indicated by the figures added as above. Real property directed to be sold is to be deemed E«alty directed . to be sold personalty (29), and personalty ordered to be invested m regarded as the purchase of realty to which the successor would be P^'^^o°''i'y- absolutely entitled, so far as not chargeable under the Legacy Duty Acts, is chargeable under the Succession Duty Act as personal estate. Personalty subject to any Personalty trust for investment thereof in the purchase of realty, to trust, how which the successor would not be absolutely entitled, is, ™'^^^- so far as such property is not chargeable under the Legacy Duty Acts, chargeable under this Act as realty. And for the purposes of the Act each successor's interest is to be deemed an annuity, payable during life, or any less period during which he shall be entitled, equal in amount to the annual produce of the trust property at the time he becomes entitled in possession, whether the produce be from the ment in The Attorney-Qemral v. 9, again referred to, post. Ahdy, 1 H. & C. 266 ; 32 L. J. Ex. 632 WILLS OF PERSONAL PROPERTY. No policy of insurance to create the relation of successor and predecessor. Post obit bonds. A bond or contract for payment of money is not realty purchased, or from any iutermediate investment of the personalty (sect. 30). No policy of insurance on the life of any person shall create the relation of successor and predecessor between the insurers and the assured, or between the insurers and any assignee of the assured (A) ; but any disposition or devolution of the moneys payable under such policy will be deemed to confer a succession (sect. 17) (*). The same section of the Act further declares that no bond or contract made by any person bond fide and for money's worth, for. the payment of money or money's worth after the death of any other person (k), shall create the relation of predecessor and siiccessor between these parties, but any disposition or devolution of the moneys payable under such bond or contract, if otherwise such as in itself to create a succession within the provision of the Act, shall be deemed as before to create a succession. The second part of the section deals then with those in- struments known as post obit bonds, which though ordi- narily conditioned to be void on payment of a sum secured after the death of a third person, yet may be conditioned to be so upon the death of the obligor himself And, as remarked by the present Master of the Rolls in Fryer v. Morland, a bond or contract for the payment of money is not a disposition of property, although it might be if it (A) As to assignees of a policy of insurance not being liable to Duty on tbe sum assured, see In Se Maclean's Trusts, L. E. 19 Eq^. 274 ; 44 L. J. Ch. 145, judgt. of Jessel, M.R. («) See The Attorney-General t. Abdy, 1 H. & C. 266 ; 32 L. J. Ex. 9. From this case it -would appear that if a person is a con- tributor to any general fund, from which a certain sum is payable to his representatives at his decease, and he leaves that sum to any other person by his Will, that this creates the relationship of successor and predecessor so as to cause Succes- sion Duty to be chargeable, although during life he could have had no other control over the sum beyond the power of bequeathing it by Will. {Jc) Nor would there be a succes- sion if the bond were for payment of money, &o., by the obligor, after his own death. See Fryer v. Morland, ante, p. 628, n. (a), and read with this case In re Jenkinson, 24 Beav. 64 ; 26 L. J. Ch. 241 ; and The Attorney-General v. Baker, 4 H. & N. 19. OF EXECUTORS AND ADMINISTKATORS. 633 were for the payment of money after the death of the * disposition IT 1- Tn • 'J. ij- -1 of property, obligor or contractor himseit, smce it would give a right unless made against his assets. It will be seen that the statute em- ^°l payment o _ ^ alter the con- ploys the words " bond fide for valuable consideration " tractor's death, with regard to these bonds, and this is because they have always — by reason of the facility with which they may be made to serve fraudulent ends — been looked upon with suspicion and discouraged by Courts of Equity (1). Sections 28, 33, 34, 37 and 38, provide for allowances Sections of the for fines &c., paid by successors of copyholds, &c. ; to ^r*^°^!f™fg donees of general Powers of appointment, where allow- for fines, ' J J. • i ,1 J. J. r incumbrances, ances are made tor incumbrances ; then as to return oi ^^^ contingent Duty, and next in respect of relinquished property, re- incumbrances, spectively. But by section 35, no allowance is to be made in respect of contingent incumbrances on a suc- cession, unless they take effect as an actual burden on the successor's interest ; and by section 36, the Duty on successions is to be calculated without regard to contin- gencies upon the happening of which the property may pass to some other person. Sections 32, 39,-40, 41, severally deal with the assess- Sections ment of personalty (m), powers of the Inland Revenue providing for r-t ■ ■ , i-r\,-. • 1 . compounding (Jommissioners to compound Duties, to receive them m and commut- advance, and commute future Duties. ™s °^ daties, the separate Section 43 makes provision for the separate assessments assessment of property ; sections 45, 46, 47 and 48, are directory as notSTbe to the notice required to be given to the Commissioners, gifentothe and the nature of the return required, the penalty and sioneraTtte mode of proceeding when notice is not given and return ™J.'«'<=i?g °^ 1 • 1 1 1 c /■ obligation.'), made, together with the mode of enforcing these obliga- &:c., &o. tions on the part of executors and administrators. Sections 49 and 50 concern the verification of accounts The verifica- by the production of books, documents, &c., the right of ti™?*'«=<=''™t3 •' ■■■ 'JO" and inspection (l) See Story's Eq. Jur. §§ 342, But see Cook v. Beynon, L. E. 10 344. By a recent short Act of Ch. 389. Parliament, no purchase made lonA (m) A very recent case illiistrat- j?cZe, of reversionary interests, is to ing the provisions of sect. 32 is be set aside merely on the ground Gudden v. Cuddm, L. J. IST. C. for of undervalue, 31 & 32 Viot. o. 4. Jan. 6, 1877, 220. 634 WILLS OF PEESOIfAL PROPERTY. of book by Commis- Entry of Duty in a book. Exoneration of bond fide purchasers from Duty. Court where action pending to provide for payment of duty out of property imder its controL Date and shoi't title of 16 & 17 Vict. c. 51. Consideration of Sects. 10, 18, 21, and 42. How the "interest of a successor to realty is regarded by the Act. the Commissioners to inspect and take copies of public books without a fee, the power of the accountable party to appeal. Section 51 enacts that the Commissioners shall, when- ever Duty is paid under the Act, enter the same in a book and give a stamped receipt for the same. Every receipt and certificate purporting to be a dis- charge of the whole Duty payable in respect of any succes- sion shall exonerate ^ bond fide purchaser for valuable consideration, and without notice, notwithstanding any suppression or misstatement in the account upon the foot- ing whereof the same may have been assessed. And no bond fide purchasers for valuable consideration under a title not appearing to confer a succession shall be subject to Duty chargeable on such property, by reason of any extrinsic circumstances of which he had no notice at the time of purchase (sect. 52). Whenever any suit shall be pending in the High Court of Justice for the administration of any property charge- able with either Legacy or Succession Duty, the Court shall provide for the payment thereof out of any property in its possession or control. The remaining sections of the Act, 54 and 55, state respectively, the date on which the Act should come into operation, namely, May 19, 1853, and its short title — " The Succession Duty Act,' 1853." There are four sections now left to be noticed, namely the 10th, 18th, 21st, and 42nd. Of these we will consider the 21st, the 18th and 42nd together; and lastly the 10th. The interest of every successor — except as in the cases within sections 16, 23, 24, 26 and 27 — in real property, shall be considered to be of the value of an annuity equal to the annual value of such property, after making allow- ances for necessary outgoings (sect. 22), and payable from the date of his becoming entitled thereto in possession, or to the receipt of the income or profits thereof, during the residue of his life, or any less period during which he OF EXECUTOES AND ADMINISTEATOES. 635 shall be entitled thereto. This annuity is to be valued How annuity according to the Tables in the Schedule to the Act, and the Duty chargeable thereon is payable by eight equal half- yearly instalments, the first of which is to be paid twelve months next after the successor becomes entitled to the beneficial enjoyment of the property. As to the other seven instalments, these are to be paid half-yearly, the first of them being due six months from the day on which , the original instalment was paid. If, however, the sue- Successor cesser should die before all the instalments have become p^^y jg pa[d due, then any instalments not due at his decease shall cease to be payable, except where the successor having the right to devise a continuing interest in the property exercises his right, in which case the unpaid instalments will form a continuing charge on such interest in exonera- tion of his other property, and shall be payable by the owners for the time being of such interest {n). Section 18 deals with the exemptions allowed by the Exemptions from Succ6S~ Act, and although these have been before referred to, they sion Duty, may be thus more conveniently shown : — (a.) Where the whole succession or successions derived from the same predecessor, and passing upon death to any person or persons, shall not amount in money or principal value to £100. The inarket, not the annual, value, is therefore here meant. (h.) Where the succession is of less value than £20 in the whole. (c.) Money applied to the payment of the Succession Duty according to any trust for that purpose (o). (d.) Duty is not payable by any person in respect of a Succession, who, if the same were a Legacy be- queathed to him by the predecessor would be [expressly^ exempted from Legacy Duty. (m) See Mr. Hanson's observa- Duty upon his real property is not tions on this section, page 301. exempted from Legacy Duty by (o) " Money applied by the tes- either Act." Hanson, 295. See tator's direction out of his personal cmte, p. 621. estate in payment of Succession 636 WILLS OF PERSONAL PROPERTY. Dnty to te a first charge on property. Kates of Legacy and Succession Duty. (e.) No person is chargeable with Duty in respect of any interest surrendered by him or extinguished before the time appointed for the commence- ment of this Act. (/.) No person charged with Legacy Duty in respect of property on which such is payable, shall be charged with Succession Duty also. In other words, if he pays one he cannot be called upon to pay the other. By section 42, the Duty imposed by this Act shall be a first charge on the interest of the successor, and of all persons claiming in his right, in all the real and personal property in respect whereof such Duty shall be assessed, while the same remains in the ownership or control of the successor, or of any trustee for him, or of his guardian, committee, or tutor or curator (p), or of the husband of any wife who shall be the successor. The said Duty shall be a debt due to the Crown from the successor, having in the case of real property comprised in any succession, but that only, priority over all other charges and interests created by him. In case the real property is subject to a Power of sale, exchange or partition exercisable with the consent of the successor, or by the latter with another person's con- sent, he may effectually exercise, or authorise the exercise of the Power, and if it be exercised, then Duty is to be charged substitutively upon what may be received in ex- change or the proceeds of a sale, as the case may be, and in the meantime upon all moneys arising from the exercise of such Power, and in all investments of such moneys. Finally, we have to notice the 10th section of the Suc- cession Duty Act of 1853, and this declares the rates of Duties which are chargeable on Successions. The pay- ments are made to depend on the value of each succes- sion, and on the degree of blood relationship which exists between the successor and the predecessor, and the sums are precisely the same as those chargeable on legacies under ip) As to these terms, see ante, p. 311. OF EXECUTORS AND ADMINISTilATOES . 637 55 Geo. 3, c. 184, and which are given in the Schedule to that Act, part iii. It is, therefore, an easy matter to com- Combination bine those tables in order to show at a glance the rates of legacies and Duty payable — so far as persotis are concerned — under si'=<=esaions. both the Legacy and Succession Duty Acts. In the follow- ing arrangement we give the substance of the form set out in the Act of 1853, with the one word " legatee " of the former Act interpolated : — 1. Where the successor or legatee of any Relationship residue or share thereof, shall be the succfior^'or lineal issue or lineal ancestor of the ^'^'^^'^ ™der an intestacy predecessor, he pays . . .1 per cent, regulates the 2. If he be a brother or sister, or a de- rate of Duty . ' payable. scendant of a brother or sister . . 3 „ 3. If an uncle or aunt of the predecessor, or a descendant from either . . 5 „ 4. If a great uncle or great aunt of the pre- decessor, or a descendant from either 6 „ 5. In other cases, or where the legatee or successor is a stranger in blood to the predecessor . . . . 10 „ And where a person who receives a share of personalty under an intestacy, the same Duty is payable as under a Will or Administration cum testamento anneom. The above statement contains the substance of sect. 10, but in all documents relating to the payment of Duty, the precise words of the Act should be used. Thus, instead of calling a person the wacle of his pi-edecessor, we should term him the brother of the predecessor's father or mother, as the case may be. A recent statute, noticed ante, p. 604, n. (s), entitled Intestates' " An Act for the Relief of Widows and Children of Intes- S^enReUef tates where the Personal Estate is of Small Value" (g),pro- Act, 1873. vided as follows : — Where the whole estate of an intestate Act applies shall not exceed in value the sum of £100, his widow, or ^tere property . not over the any one or more of his children, provided such widow and value of £ioo. {q) 36 & 37 Vict. c. 52, extended dren of intestate widows. by 38 & 39 Vict. c. 27, to the chil- 638 WILLS OF PEESONAL PKOPEETY. Procedure. Fees payable under the Act. Proof of ■ identity and relationship of applicant. Power of Kogistrara to administer oaths afld take declarations and aiErma' tions. children reside more than three miles from the Registry of the Court of Probate having jurisdiction in the matter (r) — may apply to the Eegistrar of the County Court within the district where the intestate had his fixed place of abode at the time of his death, to fill up the papers neces- sary to lead to a grant of administration. The Registrar must do this, also swear the applicant and attest the exe- cution of the administration bond according to the practice of the Probate Division, and then transmit the papers to the registrar of the Court of Probate having jurisdiction in the matter (s). The latter officer will in due course make out and seal the Letters of Administration and return them by post to the Registrar of the County Court, who will deliver them to the applicant (sect. 1). The only fees payable under this Act are stated in the Schedule thereto, and are as follows : — Where the whole estate does not exceed £20, the sum of five shillings ; where the whole estate exceeds that value, then, in addition to the five shillings, the applicant must pay one shilling for every £10 or fraction of £10, by which the value exceeds £20. By section 2, the Registrar of the County Court may require such ptoof as he may think sufficient to establish the identity and relationship of the applicant ; and by section 3, if he has reason to believe that the effects exceed in value £100, he may refuse to proceed until he is satisfied as to their real value. Section 4 gives power to the Registrars of County Courts to administer oaths, to take declarations and affi/rmations (t), and to exercise any other powers which be exercised by the Probate Division. Section 5 can refers to the making of rules, orders, and tables of fees, (r) As this Act extends to Ire- land, the term " Court of Probate" shall he construed to mean the " Court of Probate in Dublin," and the term " Eegistrar of the County Court" will mean the Eegistrar of the " Civil Bill Court," that is the Irish County Court. For the prac- tice in the latter tribunal, see 27 & 28 Vict. c. 99 ; 28 & 29 Vict. c. 1 ; 37 & 38 Vict. u. 66. (s) See last note. (<) See n. (&), aiUe, p. 600. OF EXECUTORS AND ADMINISTEATOES. 639 requisite for carrjdng the Act into operation, but the total amount must not in any case exceed the sums mentioned in the schedule. Section 6 provides that nothing in the Act shall be construed to affect any Duty now payable on Letters of Administration. By the statute 38 & 39 Vict. c. 27, and which is to be Intestates' read and constnied with the 36 & 37 Vict. c. 52, where children ^ the whole estate of an intestate widow does not exceed in 5®^'^^ ^°*' liixtension, value the sum of £100, any one or more of her children 1875. may, under the same circumstances as to residence as before, apply to the Kegistrar of the County Court within the district of her fixed residence, and the rest of the pro- cedure under the 36 & 37 Vict. c. 52, shall be followed, and the same fees paid by the applicant as there pro- vided. We must now proceed to an examination of those three Resumption of cases concerning the rights of executors under certain '^"l^ Vn°o™ ° . ° off at p. 112, circumstances, mentioned at page 112, and the con- as to the sideration of which we postponed as coming more ^f \^^^ ^J^^ ^ properly within the scope of the present chapter (m). We and personal ,. . I, ,, 1/., •• representatives were discussing some ot the general features appertaining to Fixtures, to the rules of law on Fixtures. What we have now to investigate are the rights of executors and administrators when the contest for Fixtures lies between the executor or administrator : — 1st. Of a tenant in fee simple, his heir or devisee ; 2nd. Of a tenant in tail, his successor, the reversioner or remainderman of the estate ; or 3rd. Of a tenant for ■ life, the reversioner or remainde- > man. With regard to the first of these points, it may be ob- True rule of served that, but for the ambiguous character which the la^concermng ° right of heir (m) In like manner it is proposed Division. The mode of distribut- ^ to leave such subjects as grants of ing an intestate's estate, the mles probate, &c., affinity, and consan- as to taking per capita and per guinity, for notice in our next sfe'jyes, &c., &c., will form the sub- chapter, namely, that concerning ject of the concluding chapter of the functions of the High Court of this book. Justice as exercised in its Probate , 640 WILLS OP PEESONAL PROPERTY. fee to Fixtures as against his executor. Kule when reiaxed. Cause of tie confusion as to the general applicability of the rule as between heir and executor. The cider-mill case. word " Fixture " has been allowed to acquire (v), together with a disposition on the part of our Courts in former times to depart from a certain and salutary rule of law, and so create confusion, there could scarcely have been any necessity for considering at all whether the heir or the executor should have the fixtures put up by a deceased owner in fee. Taking the term " Fixture " in its true and proper sense of something annexed to, or closely con- nected with the freehold, the true rule of law has always been, that whatever is so fixed to the freehold becomes part of it, and cannot be moved. This general rule, al- though it has been properly relaxed ill favour of tenants, as against landlords, and to some extent as between tenants for life or in tail as against the reversioner and remainderman, yet it ought never to have been, and perhaps, as a matter of absolute fact, really never has been modified, as between the heir and executor (x). We say this, because the chief case which appears to depart from the established rule, and which was the first to cause confusion, has been pronounced to be so indistinctly reported as to be next to worthless as , an authority, and also, if correctly stated, to be so grave a departure from a sound rule of law, that it could not be followed {y). (v) See ante, pp. 88, 89. Under the Bills of Sale Act, 17 & 18 Vict, c. 36, although " Fixtures'' are there stated to he "personal chat- tels ; " this is so, however, only for the purposes of this Act. See per Lord Chelmsford, in Meux v. Jacob, L. E. 7 E. & I. App. 481 ; U L. J. Ch. 481, a case of mortgage in fee in which trade fixtures were held to be included in the mortgage, whether on the property before or after the mortgage. (x) The above rule is so stated to be the correct one of law, in BuUer's Nisi Prius, 6th ed. 34 (1793), but it was so long before then. Questions as to the respective claims of heir and ancestor as to things set up by the ancestor on his own land, were before the Courts as far back as the reign of Henry VIL Amos & Ferrard on Fixtures, 152, 2nd ed. (1847). The views ■ expressed by old writers on the subject and which are undoubtedly correct, are given in this work at pp. 164 and 155, also in 1 Wms. Exors. pt. 2, bk. 2, ch. 2, § 3, 732. (y) This case, known as "the cider-mill case," is, in reality, not reported at all, but was mentioned by counsel in Lawton v. Lawton, 3 Atk. 14. According to the state- ment made, a cider-mill had been erected by the owner of land, and OF EXECUTORS AND ADMINISTEATORS. 641 The case cited below, that, of Fisher v. Dixon, rescued ^"'^ of law the law on this subject from the state of doubt into which puJier v5 it had fallen by reason of the " cider-mill " decision, and -^*^«- others founded on it, and the learned lords who decided the former were unanimous in their opinion that, not even in favour of trade, could the right of the heir to fixtures put up by the owner and undisposed of by him be disturbed. The facts in Fisher v. Dixon were these : — The de- Facts, he., in ceased, J. Dixon, was the owner of coal and iron mines, Dixon.^' some portion of which belonged to him in fee. A con- siderable amount of machinery had been erected by him for the purpose of carrying on his business, and after his death, it was contended that this machinery was not heritable but movable property, and so belonged to the executors (z). The Court of Session in Scotland decided Decision of that the machinery formed heritable property, whereupon ge^on the executors appealed to the House of Lords, On their Arguments behalf it was contended that as the machinery had been °? appeal to . •' the House of used by the testator in cai-rymg on his trade, it fell within Lords. those principles of law, which in favour of trade cause such things, though annexed to the soil, to be regarded as personal property. The old cases, especially that of the after his death his executor claimed useless — assuming the huilding to it from the heir. Comyns, C. B., have been fixed to the freehold. in an action for trover, pronounced The above case of Lawton v. Law- the building to be personal estate, ton, must not be confounded with and directed the jury to find for the Lawton v. Salmon, mentioned in a executor. Strange to say, this note to Fitzherhert v. Shaw, 1 H. verbally-reported case appears to Bl. 259. The decision of Lord have influenced Lord Hardwicke in Mansfield in this case is one of Lawton v. Lawton, in Dudley v. authority which the former is Warde, Amb. 114, and was recog- not. nized by Lord EUenborough in («) The case had its origin in Elwes V. Mawe, 3 East, 54 ; 2 Smith, Scotland.in thelaw of which country L. C. In the great case of Fisher the terms "heritable " and "mov- V. Dixon, 12 CI. & F. 312, decided able " as applied to property are, by the House of Lords in 1846, the generally speaking, synonymous old rule of law was afiirmed and with our terms real and personal, the "cider-mill case" pronounced 6i2 WILLS OF PERSONAL PROPERTY. Decision of the House of Lords. The principle as to relaxation of the rule in favour of trade does not apply to cases where the owners had absolute power over the land and everything thereon. Machinery though generally per- sonal property is in such cases part of the freehold. Principle re-afiirnied in Fisher v. Dixon is applicable as between mort- gagees in fee and assignees cider-mill, were also urged in support of the appellants' contention. The respondents argued that this principle as to the paramount importance of trade applied only to cases where the erections were merely for the pur- poses of trade, and not where they were put up for the better enjoyment of the land, as was the case here. They relied on Lawton v. Salmon (a), to show the rigidity ot the rule in favour of the heir as against the executor in these cases, and the House of Lords, as we have seen, adopted these views in their entirety. " The principle upon which a departure has been made from the old rule in favour of trade," says Lord Cottenham, " appears to me to have no application to the present case. The 'individual who erected the machinery was the owner of the land, and of the personal property which he erected and employed in carrying on the works : he might have done what he liked with it : he might have disposed of the machinery ; he might have separated them again ... It was quite unnecessary to seek to establish any such rule in favour of trade as applicable here, the whole being entirely under the control of the person who erected the machinery." Although the species of property in question is in its nature generally personal property, yet whether it can or cannot be easily removed is not the question in cases between heir and executor, either in regard to machinery or other erections on land put there- on for the purposes of better enjoying it. The whole having belonged to the owner of the fee who had the power to dispose of it in any way he thought proper, un- less such power be exercised by him, the whole must go to the heir. Fisher v. Dixon thus affirms the old rule of law as to the right of an heir as against a personal representative to whatever things the ancestor has annexed to his free- hold. The same principle is applicable also to mort- gages in fee where the mortgagor becomes bankrupt and (a) Ante, n. {y), supra. OF EXECUTOES AIST) ADMINISTRATORS. 64:} the. assignees in bankruptcy claim fixtures from the i° bankruptcy , of the owners. mortgagees. This will be seen from the case of Mather v. Fraser (6). iiinstrative There, A. and B., two partnere, mortgaged their land ^Praser'^''^^ of which they were seised in fee, together with a quantity of fixed machiaery thereon. They subsequently failed, and the mortgagee and assignees having respectively claimed the machinery. Wood, V.-G, held that the mort- gagees were alone entitled to it. As observed by Lord Cottenham in his judgment in The principle Fisher v. Dixon, the principle there re-affirmed in favour of i^;^ may be . -' -^ camea farther of the heir as against the executor " would probably go a than it was in great deal further" than it was in that particular case x^^m^" carried. It is presumed that his lordship thereby meant that it might be made to embrace not only machinery and similar appliances put up by an owner in fee, for purposes of trade, but other things added to his property for the better enjoyment of it in other ways, as in the case of Domestic or Ornamental Fixtures. If we are right in Probably it attributing this signification to his Lordship's words, we "^y ^appli«d may also state that judging from the decisions pronounced Domestic or before the date of Fisher v. Dixon, it may be stated that pj^^^ as between an heir and the ancestor's executor, the tendency seems to be to favour the former, not only in cases of fixtures Kke machinery, &c., but where they are found in a house in the shape of articles of utility and ornamentation. The case of Win7i v. Ingilby (c), decided sheriff cannot by the Court of King's Bench, in 1822, is in point, at any ™'*^'' a A/«- T .. „, ,.. seize in execu- rate to snow the recognition oi the general prmciple m tion things favour of the heir. There the defendant, who was a High ^^o^*^*j Sheriff, having seized under afi. fa. certain fixtures, con- which go to the heir. (6) 2 K. & J. 536 ; 25 L. J. by the owner thereof does not re- Ch. 361, the judgt. in which is re- quire to be registered as a BiU of garded as setting forth the true Sale, nnder the 17 & 18 Vict. c. 36, principles applicable to cases of the the Bills of Sale Act. See also class we are now considering. It Mevx v. Jacob, ante, n. (v), p. was held also that a mortgage of trade 639. fixtures together with the freehold (c) 5 B. & Aid. 625. T T 2 644 WILLS OF PERSONAL PROPERTY. sisting of ovens, ranges, &c., in a house built upon the plaintif's freehold, the plaintiff brought an action against him for trespass and obtained a verdict in his favour. The defendant moved to have it entered for himself, but the Court decided that the verdict must stand, because the Fixtures being such as would have gone to the heir and not to the executor, they could not be taken in execution. Here, the house where they were fixed was the freehold of the plaintiff, which distinguishes this case from those cited (d) by the counsel for the de- fendant, itive With regard to the right of the executor — ^that is as- nghts of heir gi^Qiing him to have any — as against the heir to Ornamental and executor " . to Ornamental Fixtures, here again, we are confronted with the ambiguity IX iires. ^£ ^j^^ term itself. But employing the word in its strict sense, can the executor or administrator walk into a house, proceed to disfigure or wreck the fabric thereof, under the pretence that what he claims to remove and take away forms part of the personal estate of the deceased owner ? Of course the latter could have authorised any person during his lifetime, or after his death, to do so, but in the absence of any document, has an executor, &c., such power ? This is the simple question, and the preposterous character of the idea involved therein seems to form the best general answer which can be given to it. At the same time, the question is susceptible of more close examination. If the reader will turn to p. 642, and read that portion of Lord Cottenham's judgment in Fisher v. Principle of Fisher v. Dixon will (d) These according to the report ■were Elwes v. Mawe, 3 East. 38 ; S. C. 2 Smith, L. C. and Ex parte Quincey, 1 Atk. 477. Note.— The above case of Winn V. Ingilby, is still an authority for the point which it decides, for al- though the Statute 1 & 2 Vict. c. 110, extended the operation of the writs of elegit and fieri facias respectively (see sects. 11, 12), yet the Act does not authorise a sheriff to seize fixtures which go to the heir and not to the executor, even when severed by a defaulting tenant, and he cannot remove them. See 1 Chitty's Arohbold by Prentice, 12th ed. 655., where other cases are cited to show the inability of a sheriff to sell things fixed to the freehold and which go to the heir. Of EXECUTORS AND ADMINISTEATOES. 645 Bixon, which is there italicised, it will be seen that his apply to all lordship attributes great importance to the fact of the fixtures. absolute ownership of the deceased person over the land itself and everything thereon. Now, in the extract re- ferred to above if, for the words which are not printed in italics, namely, " machinery '' and " erected and employed in carrying on the works," we substitute respectively the words " house" and " placed there for the better enjoyment thereof," we shall see that the principle re-enunciated in Fisher v. Dixon is applicable to domestic and ornamental fixtures. Thus, in a work of high authority on this subject (e), we find it stated that, " the observations of the General right judges in the several cases (/) which have been referred picture's as ° to, must be considered as restrictive of any general right against heir to fixtures on the part of the executor ; and indeed it the decisions. would seem that much of the reasoning upon which the decision in the case of Fisher v. Dixon was founded, applies to the case of annexations made by the owner of the fee for purposes of ornament or convenience, as Fixtures put strongly as to the case of annexations by him for purposes oraament or of trade. It may at all events be laid down as a rule in conrenience. all cases, that if an article put up for ornament or con- venience is so annexed to the freehold that the inheritance would be greatly deteriorated by its severance, it must be considered as an essential part of the freehold, and the executor will not be entitled to take it as part of the personal estate." But the amount of damage likely to accrue to the in- The amount heritance by the severance of Fixtures therefrom, is not ukelTto^bB (e) Amos & Ferrard on Fixtures, tions of the kind we are discussing, 2nd ed. 188 (1847). namely those as to the respective (/) These were Sguier v. Mayer, claims of heirs and executors, while Freem. 249 (1701) ; Beck v. Rebow, he cited the third merely to show 1 P. Wms. 93 (1706) ; and Harvey how the rights of these parties may T. Harvey, 2 Str. 1141 (1741). The be varied by a written agreement or two former cases are considered by other document. See his work on Mr. Archibald Brown to be useless Fixtures, 3rd ed. §§ 209, 210, 213, as authorities for dtetermining ques- and 214, pp. 188-190. 646 WILLS Of PERSONAL PEOPERTY. done to the freehold not now the test as to the right to remove Fixtures. True criterion as to the right. How far the law is settled on this sub- ject. Right of executor as against de- visee. now the true test of the ability of the executor to remove them, for it has been laid down in the comparatively recent case of D'Eyncourt v. Gregory (g), at least as between tenant for life and remainderman, that the true criterion is found in the consideration whether the article is or is not part of the building from which it is pro- posed to remove it. This will of course depend upon circumstances, and probably we may accept the state- ment contained in the last edition of' Williams on Executors Qi), that notwithstanding all these decisions the law appears to be by no means clearly settled respect- ing the right of the executor of tenant in fee to what are called Fixtures, set up for ornament or domestic convenience. At the same time, unless the decisions we have noticed are wholly erroneous, we may venture to assert that the risrht of the heir to what are Fixtures in the true sense of the term, whether put up by the owner for trade pur- poses or for convenience or ornament, is really settled. Further, that an executor would find it a very difficult matter to maintain his claim to so-called Fixtures of any kind against the heir in cases where it is not perfectly clear that the latter is outside the operation of that rule of law which is so distinctly in favour of the latter. Having thus examined the respective positions of the heir and executor of an owner in fee, where each lays claim to his fixtures, we must now see how an executor and a devisee stand towards each other in this respect. We have stated ante, at page 88, what the devisee's rights are, generally, as to the accessories of land devised to him, and we there say that a devisee of land is on the same footing — that is qud the benefit he receives — as an heir who comes into possession by the act of the law. In one ig) L. R. 3 Eq. 382 ; 36 L. J. Ch. 107, to be referred to again in our next proposition. (h) Vol. L pt. 2, bk. 2, ch. § 3, 739. OP EXECUTORS AND ADMINISTRATORS. 647 respect, however, a devisee is in a better position than the Devisee in a heir, and that is in regard to Emblements; for if the thanh^r^iu™ owner of land dies intestate, though the land itself de- o"® respect. scends to his heir, the emblements will belong to his per- sonal representative (i). But if the owner devises his land, the devisee, in the absence of any other express dis- position of the growing crops, will be entitled to th^e as against the personal representative. Of this singular dis- tinction in favour of a devisee there have been several attempted explanations ofi'ere'd. It would seem that these are not to be relied upon {k), but this matter is not of much importance or interest. The general rule then, as to a devisee's right may be General mie as thus further stated :— He will be entitled to all articles *? ^^visee's right. actually or constructively affixed to lands or buildings de- vised, whether there before or after the date of the Will and which are essential to the proper and full enjoyment of the property. As to things which are not affixed so as to form part of the freehold to which they are attached the case is different, for if articles, say in a house, exist there in such a way as not to be incorporated with the freehold, then they are only chattels which the devisee cannot take, for they will form what are called Executor's " Executor's Fixtures — the term being here employed in its secondary fi^'t^res." and inaccurate sense (l). The position contained in the latter part of the above sech v. R):bow statement mav be deduced from the case of Seek v. f° authority . ^ here. Rehow (m), which although not one exactly concerning a devise, is an analogous authority to assist us here. The Pacts in that plaintiff Beck had married the daughter of C, and in con- °*^^- (t) The same rule holds also as (i) See Hargrave's note to Co. between representatives of tenant Litt. 556 (N. 365), cited in Amos in tail or for life, for they are en- & Fer. Fixtures, 212 n. (c). titled to emblements as against the (V) Read Ookgrave v. Dias Santos, remainder-man or reversioner of the 2 B. & C. 76. property. As to emblements, see (to) 1 P. "Wms. 93, and see ante, ante, pp. 83, 119. n. (/) p. 645. 648 WILLS OF PERSONAL PEOPERTY. Judgment. Devisee of a touse not necessarily entitled to furniture, &c. Testator should specify nomin- atim Fixtures •which he wishes to bequeath away. Consideration of the second proposition at p. 639. Position of a tenant in tail. sideration of the marriage and a settlement made by Beck, C. covenanted to settle a house in London on the plaintiff and his wife and their children, and to grant to the former " all the pictures upon the staircase, over the doors and chimney-pieces, and all things fixed to the freehold of the messuage." C. having made Eebow his executor, and also devised the house to him in trust to settle it accord- ing to the marriage articles, died. Rebow then proceeded to take away all the pictures above mentioned, and like- wise some pier-glasses, hangings and chimney-glasses. These " the plaintiff alleged were as wainscot," and he prayed the court to direct Eebow to account for them. Lord Keeper Cowper held that hangings and looking- glasses were only matter of ornament and furniture, and not to be regarded as part of the house or freehold, but were removable by the lessee. " From this decision it might perhaps be inferred that such fixtures would not be comprised under a corresponding devise in a Will " {n), and there can be no doubt that the inference would be a per- fectly just one, as we have before indicated. It may then be affirmed that a devise of a house in fee will not necessarily include furniture and other things which do not form part of the fabric of the building. Of course here, as in other cases, the intention of the testator to be gathered from the language of his Will, where one exists, must form the chief guide for determining the destination of his pro- perty (o), and if a man wishes to expressly devise Fixtures in separation from the freehold he should take care to specify the article in question by name. 2. We now come to the consideration of the relative rights of the personal representatives of a deceased tenant in tail, his successor the remainder-man or reversioner. A tenant in tail being the owner of a particular estate, the power which he possesses over it exists only during his life. Like a tenant for life he has no power to devise it (») Amos & Fer. Fixtures, 247. (o) See ante, pp. 87, 88. OP EXECUTORS AND ADMINISTEATOES. 649 away, but unlike a tenant for life he has in his lifetime as much power to commit waste on the estate as though he were owner in fee simple ; accordingly, his ability to re- move Kxtures during his life is absolute by virtue of his ownership, and the law of Fixtures does not concern him. As between a tenant in tail and his successor, there cannot of course be the same relationship existing as between an owner in fee and his heir, for whereas the latter takes an inheritance by descent, on the supposition — among others — that he is the same person as his ancestor (p), the former takes his estate by reason of the statute de Bonis (q), and of the nature of the estate created, or as it is technically said, per formam doni. From these well-known principles, and which are important for the present purpose, we are able to proceed to the following rule, that wherever a person Rule concern- has a devisable interest in a house, &c., he may devise the to^e'^uTth^' incidents annexed thereto either with or in separation things in sepa- from, the freehold : if, on the other hand, he cannot devise the freehoTd. the estate, the things which are annexed to it are not de- visable. Accordingly, as neither a tenant in tail nor a tenant for life can devise his estate, so he cannot devise its accessories, unless they are such as do not actually form part of the freehold (r). If A., the owner of a fee simple estate, gives an estate to Kespeotive positions of ip) See ante, p. 71. doubted, and in Ex parte Saglish, {q) 13 Ed. 1. c. 1. &c., it was wholly dissented from, (r) Shep. Touch. 469, 470 ; Eer- while in both, BegUe v. Fenwick, lakenden's Case, i Co. Eep. 62. The decided by Malins, V.-C, 24 L. I. following cases may be perused 59 was followed. The above cases in confirmation of the principle were between mortgagor and mort- stated in the text. Eolland v. gagee, the two latter being con- !on, L. R. 7 C. P. 328 ; 41 nected with the Bills of Sale Act, L. J. C. P. 146 ; Hawtrey v. But- 1854, 17 & 18 Vict. c. 36, but they lin, L. R. 8 Q. B. 183, 290 ; 42 L. will all be found to support the J. Q. B. 163 ; Ex parte Daglish, principle stated in the text, while Be Wilde, L. R. 8 Ch. 1072 ; 42 the former shows Fixtures to be so L. J. Bankr. 102, judgt. of James, far incorporated with the fee as to L. J. In Hawtrey y. Butlin, the pass by a mortgage thereof to the case of Boyd v. Shorroek, L. R. 5 mortgagee who may hold them Eq. 72; 37 L. J. Ch. 144, was against a trustee in bankruptcy. 650 WILLS OS' PEESONAL PEOPERTY. reversionorand Temainder- man. Executor of tenant in tail in no tetter position than executor of heir in fee. Different posi- tion of exe- cutor when he is opposed to the remainder- man or rever- sioner. Dudley v. Warde, B., whether for life or in possession, and the heirs of his body, this will create an estate tail in B, which will de- volve upon his issue so long as any exist and the entail is not barred. But when his issue fails and the entail has not been barred, the estate will revert either to the grantor or to his heir. The person then to whom the fee ultimately comes back — supposing this ever to happen —by reason of the failure of B.'s issue, is the reversioner. If, however, A. in his grant had provided that on failure of B.'s issue the estate should go to C, the latter would, in the event of his taking it, be the remainder-man. Such being the case, what then would be the right of the executor of B. as against the heir, reversioner or re- mainder-man ? We have already seen how limited the power of the personal representative is against the heir in fee to main- tain a claim for Fixtures, and we venture to assert here that the executor 'of a tenant in tail who leaves issue cannot possibly be, with regard to the same claim as against the heir in tail, in a better position than the executor of a tenant in fee. Why should he ? The only reason which, as far as we are aware, that can be suggested is because the heir takes per forTnam doni ; but surely, unless we are to allow a distinction tantamount to an absurdity to prevail, this circumstance could not militate against the right of the heir in tail to take his inheritance with all that is affixed thereto just as would the heir in fee. So much as to the heir, but it has been truly stated that, "the right of the executor may vary according as it is opposed to that of the heir in tail, or to that of the re- mainder-man and reversioner" and this variation is settled to be on the side of the personal representative, and especially in favour of trade. Lord Hardwicke's judgment in Dudley v. Warde (r) is an authority for this statement and the principles there enunciated have always been acted upon since, in cases to which they are applicable. (r) Amb. 114. or EXECUTORS AND ADMINISTRATORS. 651 The facts there, according to the report were these : — William, Earl Dudley, died seised of a colliery on which were four fire engines, three of which had been erected by his father, who was tenant in tail of the estate under a settlement, and the fourth had been erected by Earl William himself It does not appear whether the son was tenant for life or in tail, but for present purposes we may assume him to have been the latter or either. Lord Warde, the defendant in the case, was remainder-man of the estate in question, and against him the administra- tor of Earl William filed a bill in Chancery to have the four engines delivered up as part of the deceased Earl's personal estate. The arguments in this case are not re- ported, but their nature may be inferred from the judg- ment. Two questions here arose, first as to the general rights of representatives in cases like the present ; second as to whether, supposing the administrator could claim the one engine put up by the deceased earl William, he could also claim the others which had been put up by the earl's father. Lord Hardwicke decided that these engines might have Judgment in been removed by a tenant as against his landlord's claim, pp^^^ ^' because they had been put up for purposes of trade, and that although the right of a personal representative of tenant for life or in tail against a reversioner or remain- der-man is not so strong as that of a tenant against his landlord in this respect, "yet," said his lordship, "the same reason governs it; and if tenant for life erects such an engine the question is, whether [it is] part of the real or personal estate ? If it is so in the case of tenant for life. Query, how would it be in case of tenant in tail ? Tenant in tail has but a particular estate, though somewhat higher than tenant for life. In the reason of the thing there is no material difference ; the determinations have been from consideration of the benefit of trade. A colliery is not only an enjoyment of the estate, but in part carrying on a trade. The reason of emblements going to the exe- 652 WILLS OF PERSONAL PKOPERTY, Reason of tbe decision in the case. How position of tenant in tail differs from that of tenant for life. Position of a tenant for life in regard to Fixtures other than those put up for trade pui'poses. cutor of a particular tenant holds here, to encourage agri- culture. Suppose a man of indifferent health, he would not erect such an engine at a vast expense, unless it would go to his family." As to the second question. Lord Hardwicke decided that the administrator was entitled only to the engine which had been put up by the person whom he represented. That portion of the report which deals with the decision on the second question is somewhat confused, but it appears that the other three engines had been given up by the exe- cutrix of Earl William's father, not to the intestate him- self, but with the object that they should form part of the inheritance. Now, in this case, it is obvious that the ratio decidendi was founded upon the particular principle of giving pro- tection and encouragement to trade, but on no other, and Lord Hardwicke also appears to regard tenants in tail and tenants for life as being on the same footing, under circum- stances like those in Dudley v. Warde. But how would it be as to other kinds of Fixtures ? Now, it is clear that the position of a tenant for life is really very different from that of a tenant in tail. The former knows for certain, that on his death, his estate will revert to the grantor or go elsewhere in remainder. It may possibly by the limita- tions of the grant devolve upon his own son for life, and on Ms son too, but if there is no provision to this effect, then the estate leaves the life tenant and his family. But with regard to a tenant in tail, he knows that in the event of his leaving issue, the estate will continue as an inheri- tance in his family so long as he has descendants to repre- sent him. If then a tenant for life affixes things to the free- hold which do not appertain to the carrying on of trade,know- ing full well that his estate may determine immediately after doing so, what is his position ? We take it to be this, that he thereby brings himself within the operation of that rule which embodies the primd facie presumption of law that he who builds on the land of another person inteuds OP EXECUTORS AND ADMINISTRATORS. 653 to benefit the inheritance alone (s). But is the same true Whether of a tenant in tail, who when he annexes things to his freer ^^^^ a^me' * hold, may have issue living, and yet nevertheless may die footing as without an heir, so as ta- cause his estate to terminate? in this respect. In each case the tenant is not absolute master of the pro- ^."i'?*^ p/ ^ . simuanty be- perty, and each is aware of the precarious nature of his tween the two ownership, and although it is clear that a tenant in tail ™^°'''^^- has on his side the greater probability — especially in a case similar to the one we put — of his estate enduring, yet it ap- Both within pears that by reason of the uncertainty as to the continuance ^J'® ^""P® °^ „,,.,. . ., . .the pnmd of each kind of estate, a tenant m tail is as much subject facie pre- to the primd /acie presumption above mentioned as a threffeotof*" tenant for life. building on Another diflference observable between the position of a ers n . life tenant and a tenant in tail is that previously adverted to. The former cannot, even during his life, remove things Another differ- incorporated with the freehold, and notwithstanding that position 0^" they may have been put up by himself, unless his grant be tenant in tail without impeachment of waste, in which case he may still be restrained from committing waste of an outrageous character. But whatever his executor may claim on behalf of his personal estate, those things tenant for life may in his own lifetime remove. And if he has severed them from the freehold, they will, unless they are Trade Fixtures, still belong to it and form part of the estate, as between his representatives and the remainder-man or reversioner. Tenant in tail, on the other hand, can remove such things himself, but like tenant for life cannot transmit the right to do so to his representative. If, (s) Here particularly read the tached only by its own weight, yet jndgt. of the Exchequer Chamber if the intention was to make it part in Scotland v. Hodgson, L. E. 7 C. of the freehold, it becomes so. If P. 328 ; 41 L. J. C. P. 146, affirming the article be more firmly affixed, Longbottom v. Berry, L. E. 5. Q. B. but the intention was not to make 123 ; 39 L. J. Q. B. 37. The it part of the freehold, then it does whole appears to depend on inten- not become such, and the onus will tion and how the article is annexed lie on those who contend that the to the freehold. If the article is at- thing is a chattel. 634 WILLS OF PERSONAL PROPERTY. Representative of tenant in tail or for life in a position analogous to that of ordi- nary tenant's representatiye as regards Domestic and Ornamental Fixtures. Lord Hard- wioke's opinion on the point. however, they are found at his death disannexed from the freehold, then they will belong to his representative as chattels forming part of his personal estate. This will d fortiori be so if they are trade Fixtures, but in the case of tenant in tail they would be so even if they were Fixtures of any other kind whatsoever. In short, as before in- dicated, while tenant for life can remove in his lifetime things which he has put up, only by virtue of the law of Fixtures, tenant in tail, like owner in fee, may disannex Fixtures independently of the law concerning these, and wholly by reason of his power as tenant in tail (t). It appears that the representatives of a tenant in tail or for life in regard to the remainder-man or reversioner while not occupying a precisely analogous position to those of an ordinary tenant as against the landlord, yet that for practical purposes, there seems no reason why any dis- tinction should be made between these parties in regard to their claims to Domestic or Ornamental Fixtures. " For it cannot, upon authority, be affirmed of any specific article that it is removable as between landlord and tenant, but that it is not removable as between tenant for life and the remainder-man. Lord Hardwicke seems to treat the two classes much in the same light, and considers their claims founded on similar reasons .... and from the analogy which prevails between them, it will always be found useful in determining the rights of tenant for life or in tail, to consult any corresponding cases that have been decided between a common tenant and his landlord (u)." (t) The atove observations as to the power of tenant for life are ap- plicable only where he holds mth impeachment of waste. If he holds without impeachment of waste, then he is, subject to the qualification in the text, on much the same footing as a tenant in tail. (a) See Amos & Per., Fixtures, 1S3, 134. At the same time, "^t must carefully be observed, that an instance of the right allowed to a tenant against his landlord, is no authority for its allowance to an executor against ■ the heir, or the remainder-man, or reversioner ; nor does it follow, that because the executor of tenant for life or in tail is entitled to certain Fixtures, that the executor of tenant in fee will also be entitled." 1 "Wms. Exors. pt. a, bk. 2, ch. 2, § 3, 731. OF EXECUTORS AND ADMINISTRATORS. 655 These cases, however, must always turn upon their own Decisions must particular circumstances, but it seems that if the amount the circum- of favour shown to a tenant in tail or for life be not so stances of each case, great as that shown to an ordinary tenant, the rule of law as to them is not of so strict a character as it is between heir of tenant in fee and his executor. Further, it may at the least safely be aflfirmed that wherever the strict rule is relaxed as between executor of owner in fee and the heir, there most certainly the same will happen as between the representatives of tenant in tail or for life and the reversioner or remainder-man, whatever may be the nature of the fixtures set up. On the other hand . . . " With regard to the decision as to Fixtures between land- lord and tenant, wherever it has been decided that Fix- tures are not removable by a common tenant, d fortiori, they are not removable by the executor of tenant for life or in tail, or the executor of tenant in fee. It will, there- fore, be useful to point out some cases where the decisions have been against the right of removal by a common tenant" {x). And probably these form the only general statements that can safely be made on this perplexing subject, for in all such cases we have to look at the degree of annexation, and the injury to the freehold by severance, and make sure whether it is or is not so incorporated with the freehold as to form part of it {y). 3. It now remains for us to consider how matters stand as between the personal representative of a tenant for life {x) 1 'Wms. Exors. pt. 2, hk. 2, in Martin v. Moe, 7 E. Sc B. 237 ; ch. 2, §3. The learned author then 26L. J. Q.B. 129; cited approvingly refers to Mwes v. Maine, 2 Sm. L. in Parsmis v. HiTid, 14 W. E. 860 ; C. to show that executors are not Holland v. Hodgson, L. E. 7 C. P. allowed to remove Fixtures put up 328 ; 41 L. J. C. P. 146 judgt. solely for agricultural purposes, and Note. — " The rights of a tenant Buclcland v. Butterfidd. 2 Brod. & in tail after possiUlity of issue ex- Bing. 54, to show the same inability tinct in removing things affixed to in regard to a conservatory. See the freehold, may be considered as this case referred to mite, pp. 101, being the same as those of a tenant 110. for life without impeachment of {y) See Lord Campbell's judgt. waste." Amos In, ¥ev., Fixtures. 656 WILLS OF PERSONAL PROPERTY. Consideration and the remainder-man or reversioner of the estate, -where of the third . . . . , proposition at a contest anses between them as to their respective rights p. 639. ^Q Fixtures. We have seen in the previous pages that the executor of a person holding land by any tenure is favoured in regard to emblements as against the heu-, reversioner, or remainder-man. We have also seen how the representatives of traders are favoured, and how the representatives of mere agriculturists are not so favoured, the difference between the power of a tenant in tail and that of a tenant for life during the lifetime of each, and how such power ceases at their death. The position of the representative of tenant in tail or for life has been shown to be intermediate between that of executor of tenant in fee and that of executor and ordinary yearly tenant, and the difficulty of announcing any hard and fast rule from that circumstance has been pointed out. Now the statements that have been made principally concern Trade Fixtures, and in dealing with the two former inquiries as to the relative rights of executor of tenant in fee and of tenant in tail, it has been shewn how the rights of representatives of those persons stand in regard to their claims to Trade Fixtures. We may now see what are the rights of the representa- tive of a tenant for life to remove other kinds of Fix- tures as against the remainder-man or reversioner of the estate, and for this purpose we shall assume that what- ever the representative of tenant for life may claim, that also may be claimed by the representative of tenant in tail (z) ; in short, that for practical purposes, the rights of representatives of tenant in tail and for life are similar (a). Accordingly, where the term " tenant for life " is used in the following remarks, there " tenant in (a) TKe converse of this, however, is not universally true, because, as we have seen, while all tenants in tail may commit waste and disannex actual Fixtures so as to make them chattels, all tenants for life cannot do so. (a) See Amos & Fer., Fixtures, 143. Read p. 650. OF EXECUTORS AND ADMIN7STKAT0ES. 657 tail " can be read in substitution for it. Now, it may be affirmed as the rule of law that the representative of tenant for life cannot really remove Fixtures of any kind, whether of an ornamental, domestic, or agricultural character. This is the rule if we employ the word fixtures Rule as to in its true sense, that is, of things, solo infixa so affixed tenn^s^gnifieT^ to the freehold as to actually be part of it. But the things incor- matter is not so easily disposed of if we take the word the freehold. Fixtures in its ordinary sense of things attached in a man- ner to the freehold like grates, cupboards, &c., in a house. Let us put a case. A man comes into possession of a life ^^ imaginary estate, and he finds there a well-furnished mansion, a well- timbered park, ornamental grounds, farm buildings, and and so forth. He adds to the mansion, say new cornices, balconies, balustrades, statuary, puts in new plate glass windows, new stoves, ovens, and so forth. In the park and grounds he plants new trees and shrubs, and to the farm buildings adds new outhouses, stables, and sheds. Just as he has completed all these, and probably in the expectation of a long life to enjoy his improvements, he dies. Query, what can his executor or administrator claim from the remainderman or reversioner ? Cb) The Things here . ., connected with first thing here to be noticed is that the articles men- the freehold tioned divide themselves into two classes : — those that the su^^^^g'iti"'^ tenant for life found on the estate when he came into into certain possession, and those which he himself added to the pro- perty. These again are sub-divisible into such as are there for ornament, or for domestic uses ; again, those which were previously there, or which he put up, or for agricultural purposes. As to the main division, it is I*i"^';™ ^^^ ^ ^ . . sub-division obvious that such things as the tenant for life found on not material, the estate when he came into possession are not removable by him, because he is to enjoy the property only for his life, and the accessories thereof are no more at his disposal than the res principalis to which they belong. The sub- division is immaterial, because as between executor of (S) S'Eyneourt v. Gregory, L. E. 3 Eq. 382 ; 36 L. J. Ch. 107. u u 658 WILLS OF PEKSONAL PROPERTY. tenant for life and remainderman or reversioner the articles comprised in each, are all on the same footing in the eye of the law so far as to the right to remove them is concerned. The matter then becomes narrowed Real question into this question : — What sort of things added by a between exe- tenant for life after coming into possession, can be claimed cutor, &c., of by his executor as the tenant's personal chattels ? As and remainder- before pointed out, we must not in answering this ques- man or rever- ^Jqjj assume that a tenant for life is in exactly the same sioner. . . . •' . position as any ordinary tenant ; all we can assume is that his position is analogous to the latter's. It may seem hard that such is the case, but the law does not at present . regard tenant for life as being in precisely the same situa- tion as a common tenant is with regard to his landlord. On the other hand, however, it regards his executor's claim to Fixtures more leniently than it does the claim of the Necessity for executor of owner in fee. We then come back to the rule the mle^af ™ ^^fors spoken of, namely, that if the heir of executor in between heir fee Can remove things similar to those which we have sup- and executor of i.i -i .i • • . , r ^-i- owner in fee. posed to have been put by our imaginary tenant for life, then the executors of the latter could do the same ; but it will not follow that because the executor of an ordinary tenant can remove them, that therefore Tenant for life the executor of tenant for life can do so (c). He might footing as an probably in certain cases be permitted to be on the same ordinary footing as a common tenant's executor, yet we are tenant. ° , , , i i , , . not to assume that such would be the case. As to the other proposition, the matter seems clear, and what we have previously stated as to the right of executor in fee, will show what things the executor of tenant for life in the case supposed, could have taken as against the remainder- man or reversioner of the estate. A specific instance of the nature and extent of the right which a tenant for life has in regard to his power to remove certain annexations allowed to be called Fixtures, is furnished by the case of D'Eyncourt v. (c) See Grady on Fixtures', 3rd ed. 69. or EXECUTORS AND ADMINISTRATORS, 659 Gregory {d), and we will conclude our remarks on the <^ase of present subject, and also bring this chapter to a close t. Oregary. by referring to the useful and important decision in that case, which may be thus stated. A. was the tenant for life of certain estates under the Will of B., and he was also tenant in fee simple of other estates. A., by his WUl, dated in 1848, devised the latter in strict settlement to the persons to whom the other settled estates would pass. These fee simple estates so dis- posed of he called " the devised estates," and the others " the settled estates." He also gave to his trustees certain furniture, statues, pictures, &c., of which he had power to dispose, and which he desired might go as heirlooms with the property, so far as the law would permit. He then added a shifting clause, providing that if any tenant in tail in possession of the estates taken under the Will of B., — i.e., "the settled estates" — should not, within twelve months after becoming so entitled, re-settle them with all the property and heirlooms derived iinder B.'s Will, in such a manner as to go according to the limitations contained in his own Will, then that all the estates which should pass under the latter instrument, — i.e., "the devised estates" — together with all the articles thereby made heirlooms, were to go just as if the limitations made in favour of the person neglecting or refusing to re-settle, had not been inserted in the Will at all. Upon A.'s death, in 1854, C. became entitled to both the settled and the devised estates ; and on his death in 1860, D. took his place. In 1861, D. exe- cuted a deed-poll by which he declared his intention not to re-settle the estate in compliance with the terms of A.'s Will ; whereupon the shifting clause took effect, and D. gave up " the devised estates " to E. It appears that on "the settled estates" there had been two mansions at X. and Y., but that the former had not been occupied by the family since 1780 ; and at what time it had been allowed to fall into decay did not clearly appear by the evidence. ((f) L. K, 3 Ec[. 382 ; 36 L. J, Ch. 107 (1867). u tr 2 WILLS OF PKESONAL PEOPERTY. In its place, A. had erected a magnificent mansion known as Z., the appointments of which were in keeping with the character of the structure. Upon the refusal of D. to re- settle the life estates, the question arose as to which of the articles placed by A. in or about the house Z., were operated upon by the shifting clause in his Will, and which of them would go as Fixtures with "the settled estates." As to some of them there was no dispute, and those were accordingly delivered up to E., who presented a petition to the Court of Chancery for the purpose of ascertaining to whom the rest belonged, and this raised the question for the decision of the Court. The articles concerning which there existed a doubt were the fol- lowing : — Articles in (a.) Tapestries not attached to the freehold at the '°^"**' . death of the testator, but which had been affixed to the walls, or fastened upon a screen by C. (&.) Tapestries put up by A., each on wood stretchers, which were attached by screws or nails to blocks of wood inserted in the brick wall, according to the usual method of fastening glasses, pictures, tapestries, &c. Where the walls were recessed, painted wood-mouldings were placed round the face of the tapestry flush with the wainscoting or panelling of the room, and the nails, &c., were stopped in and painted over. The affidavit of these particulars stated also that the annexations in question were easily removable, that if they were removed no material damage would be caused to the walls, and that the space left could easily be re-ornamented so as to be in keeping with the rest of the apartment, (c.) Then there was a portrait in the great haU, secured in the same way as the tapestries, and this, it was said, could be removed without deterioration to the house. (d.) Carved and gilt frames fitted with blue and white satin. OP EXECUTORS AND ADMINISTRATORS. 661 / (e.) Two carved fiqures and two sculptured vases, which Articles m ,1 1111,- dispute. were attached to pedestals or rested by their own weight. (/.) A pair of stone lions, as to which it was not certain whether they did or did not form part of the design of the house. (g.) Sixteen stone garden seats fixed on their supports by their own weight. Lord Romilly, after remarking that with respect to these Judgment. things he felt very considerable difficulty, stated that all articles which belonged to A., and which remained de- Articles tached at his death formed part of his personal estate, theTreeho^M™ and that C, even with a wish to carry out A.'s wishes and belonging could not have so affixed them to the freehold as thereby ]jfe™ Jgath^ to affect the rights of his successors in the estate. His *^^ ^'^ p^""" .... sonal chattels. lordship then says: — " What i have lelt embarrassed by T^e difficult is the more or less connection (using that word in its point in the extended sense) with the freehold, and with the house and grounds themselves, which is to be observed in the articles which were affixed by A. himself The first of Thetapestiy these which I think proper to mention is the tapestry no™removal)le which had been put up by the testator A. himself" The learned judge, after comparing this species of ornament with wall paper, panelling and fresco paintings, all of which would, in his opinion, not be removable by a tenant for life himself in his lifetime — pronounced the tapestry already fixed at the time of A's death to be not remov- and the same able. As to the portrait, although this, like the tapestry, portrait. could be taken away in one sense, that is to say, so as to leave uninjured the space out of which it would be • taken, yet said his lordship — "in all these cases, whether it is the paper, the silk, the panels, or the tapestry, they are all part of the wall itself, and they are Fixtures not to Krst principle be removed. In all these cases the question is, not whether i^ all similar the thing is easily removable, but whether it is essentially ''^^^^■ a part of the building itself from which it is proposed to remove it, as in the familiar instance of the grinding-stone 663 WILLS OF PERSONAL PROPERTY. The carved frames, figui*es, vases, lions, and garden- seats declared to be irre- movable. Mode of annexation of these things immaterial. Second prin- ciple in these Difficulty of distinguishing between mere ornaments and things that are part of an architectural design. Importance of annexation to the freehold. of a flour-mill, which is easily removable, but which is essentially a part of the mill itself, and therefore goes to the heir." The carved fraones filled with blue and white satin, the carved figures, the sculptured vases, the lions, and the garden seats were also pronounced to be irremovable, and therefore went with the estate. On the other hand, the chimney-glass and oil paintings were such things as A. might himself have removed, and were therefore not in the same category as the tapestry, &c. As to the mode in which these things, declared by Lord Romilly to be part of the estate where affixed thereto, his lordship said : — " I think it does not depend upon whether any cement is used for fixing these articles, or whether they rest by their own weight, hut it depends upon whether they are strictly and properly part of the architectural design of the place itself, put in there as such, as distinguished from mere ornaments to be after- wards added .... I admit that the distinction between such statues as are added by way of ornament and such as belong to an architectural design and form part of the building itself, is extremely thin, and that in many cases it would be extremely difficult to distinguish them, unless it were done in an arbitrary manner, so closely might one run into the other. But I am unable to suggest any other mode by which the true distinction can be defined than that which I have already stated .... Unquestionably^ in coming to these conclusions, I have not done so with any degree of confidence, or even of complete satisfaction to myself .... The best conclusion I can come to with regard to the articles I have enumerated, is that they seem to me to belong to the freehold, and to be inseparable from it. All the rest are in my opinion removable, and belong to the personal estate .... I consider myself bound to hold that A. meant in the event of the refusal to re-settle, which has occurred, to give D. every part of the furniture or Fixtures which the law would allow him to dispose of." OF EXECUTORS AND ADMINISTEATOES. 663 Such was the decision in D'Eyncourt v. Gregory, and Excellence of although this was not a direct case of an executor of laid down in tenant for life claiming Fixtures as against a remainder- ^'^yncom-t v. 1 ■•11 • 1 Gregory. man or reversioner, yet the principles there enunciated are applicable under other similar or analogous circum- stances. Notwithstanding the diffidence expressed by Lord The decision Romilly as to the correctness of the views expressed by iaw^and°sense. him in D'Eyncourt v. Gregory, it is impossible, after con- sidering the facts of that case attentively, to dispute either the legal or the common-sense force of the reasons which guided his lordship to the conclusion at which he arrived. Viewed in any way they seem to be irrefutable, and a few more decisions like the one we have just con- sidered, would tend greatly to the simplification of a sub- ject which has been made — somewhat unnecessarily, we think — to assume a most complicated form. D'Eyncourt V. Gregory forms in fact an excellent example of how, when once even a single correct and comprehensive prin- ciple is enunciated concerning the most perplexing and intricate subject with a view to its simplification, previous difficulty is capable of being diminished to almost an infinitesimal degree. CHAPTER XL The old Ecclesiastical Courts. Powers of the Ecclesiastical Courts in certain matters acquired by the Court of Chancery. Prohate Division THE PROBATE, DIVOECE, AND ADMIRALTY DIVISION OF THE HIGH COURT OF JUSTICE, WITH A SKETCH OF ITS PRACTICE IN MATTERS TESTAMENTARY. Before the establishment of the Court of Probate by the Legislature in 18.57 (a), the authority to grant or revoke probates of Wills and Letters of Administration of the effects of deceased persons, was exercised by various tribunals in different parts of the country, called Eccle- siastical Courts. In their administration, however, of testamentary few, they exercised a jurisdiction purely civil, and only Ecclesiastical in name. The Ecclesiastical Courts, from the earliest times, pos- sessed the power to entertain suits for legacies, and for enforcing the distribution of intestate's effects ; but owing to their inability to dispose of questions connected with a trust, with a legacy or annuity arising from, or secured upon land, and their not possessing the adequate authority to marshal assets (b), their jurisdiction over these matters became practically obsolete, and the Court of Chancery possessing concurrent jurisdiction, the cognizance of those questions by degrees devolved wholly upon that tribunal (c). The Court of Probate could not, and the Probate Divi- (ffl) By 20 & 21 Vict. c. 77. (b) That is to arrange the different funds of a debtor of two or more creditors as may without injustice satisfy every claim of the creditors. Smith, Man. Eq. Chap. II. sect. 10 ; also ante, p. 502. (c) See ante, p. B57 etseq., and the General Report of the Ecclesiastical Commissioners, Feb., 1832, a valu- able compilation, to which the pre- sent writer is indebted for several statements in this chapter. PRACTICE 01" THE HIGH COURT IN PROBATE MATTERS. 665 sion of the High Court of Justice (see post, n. (m) p. 667), H. c. j. can- cannot entertain suits for legacies, or for the distributions suits for of residues, questions connected with those branches of legacies and . -11 1 • 1 1 1 distribution of testamentary law being cognizable exclusively by the residues. Chancery Division of the High Court of Justice, which by the Judicature Acts is to deal with matters formerly within the exclusive jurisdiction of the Court of Chan- cery. (20 & 21 Vict. c. 77, s. 23, " Court of Probate Act, 1857.") The Ecclesiastical Courts which had jurisdiction in Names of the matters and causes testamentary, were the Courts of the mentary" Province of Canterbury and York ; those of the former Courts. province being the Arches Court or Supreme Court of Appeal, the Prerogative or Testamentary Court, and the Court of Peculiars ; while those of the Province of York were the Prerogative or Testamentary Court and the Chancery Court. These were termed Provincial Courts. There were also Diocesan Courts, which were the Consis- torial Courts of each diocese ; that is. Courts held by every diocesan bishop for the trial of ecclesiastical causes and for granting probates and administrations. These inferior tribunals exercised the same jurisdiction in kind, though limited in degree, as the Court of Arches and the Prero- gative Court (d). From each of the Provincial Courts an appeal lay to the Court of Delegates, which was generally composed of three of the puisne judges, one from each of the Com- mon Law Courts, and three or more civilians, or judges of the Ecclesiastical Courts. The decision of the Delegates was final, no appeal from Court of them lying as a matter of right; but the Sovereign ^^'^s***^- might have been petitioned for a Commission of Review ; and if that were granted, the matter was referred to the Lord Chancellor, who, after hearing counsel on both sides, advised the Sovereign thereon. The power of this Judicial tribunal was subsequently transferred to a new one created <{o™"i"ee of \ •' the Privy by the Legislature in 1837, and styled the Judicial Com- Council. (d) 3 Bui-n, Ecu. Law, 182. WILLS OF PERSONAL PROPERTY. Ordinaries. Archdeacons. Deans, &o. , &c. Manorial Courts. Court of Arches and Prerogative Court of Canterbury. The Court of Probate was one of record. mittee of the Privy Council (e). This committee con- tinued to be the Court of Appeal from the decisions of the Ecclesiastical Courts in causes testamentary until 1857, when the new Court of Probate was constituted, the appeal from which lay to the House of Lords (/). By section 16 of the Judicature Act, 1873, the jurisdiction of the Court of Probate was transferred to the Supreme Court, from which an appeal lies to the " Coui-t of Appeal " {g). The judges of the old Ecclesiastical Courts were styled Ordinaries, and in most cases the Ordinary was the Bishop of the diocese in which the testator had lived (h). Archdeacons also were accustomed to grant probate of Wills and Letters of Administration ; but this was only where they had an exclusive and prescriptive right to do so, and not by reason of their office as archdeacons (i). Deans, prebendaries, parsons, vicars, and others, exer- cised a jurisdiction within certain districts, called Peculiars, many of which were exempt from the jurisdiction of the Ordinary, and subject only to that of the Metropolitan. Some Manorial Courts also exercised a testamentary jurisdiction, but these were very few in number. The two chief courts were the Prerogative Court of Canterbury and the Arches Court, which were formerly established at Doctors Commons in the City of London, and were held with the same regularity as the Courts of Common Law at Westminster {k) ; and the system of law which governed their decisions was a blending of the Civil Law of ancient, with the Canon Law of modern Rome, the Ecclesiastical Constitutions, together with the Common and Statute Law of this realm (i). The Court of Probate Act, 1857, abolished the jurisdic- tion of the Ecclesiastical Courts over probates of Wills (e) 2 & 3 Will. 4, c. 92, and 3 & 4 Will. 4, c. 41. (/) 20 & 21 Vict. c. 77, s. 39. (g) See Appendix, n. B. (K) Swinb. pt. 6, sect. 11. (i) Gib. Cod. Jur. Ecc. Ang. 663 ; Swinb. pt. 6, sect. 11 ; Robinson v. Godsalve, 1 Lord Raymond's Rep., 123. (i) 3 Burn. Ecc. Law, 182. (0 lb. PfiACTICE OF THE HIGH COURT IN PROBATE MATTERS. 667 and grants of administration, and transferred it to the Sovereign, whose authority was to be exercised in the Court of Probate, which, unlike the tribunals it superseded, was made a Court of Record. The judge of this Court, until the end of 1875, was Judge before styled the Judge Ordinary— that is, as one having a juris- ^'its'st^d diction in his own right — but now, by the Judicature Acts, Judge ,. mi,-r..i / s Ordinary. he IS called the President (m). The Probate Division of the High Court of Justice is Open to all . . practitioners. open to all counsel and solicitors, whereas the Ecclesiastical Courts were accessible only to practitioners, who were styled, respectively. Advocates and Proctors, whose posi- tion, however, was in most respects analogous to that of counsel and solicitors in other Courts. The office of Proctor was at that time a freehold, and to Proctors. it were attached certain exclusive rights and privileges, which were abolished by the Probate Act of 1857. Hand- some compensation was awarded to the gentlemen affected by the Statute, who were thereby allowed to become solicitors and attorneys without payment of stamp duty, or any other outlay whatever. The office of proctor still exists although its peculiar privileges do not. "The Ecclesiastical laws of this country have been, for Origin of our the most part, derived originally from the authority exer- i^w. cised by the Roman Pontiffs, in the different states and kingdoms of Europe" (n). But although this is so, these laws have been incorporated into our own entirely by the consent of the people of this country, " and not as laws of any foreign prince, potentate or prelate " (o). By the Canon Law is meant a system of laws, which Th^ Canon from the middle of the twelfth century, has been com- piled by successive Popes and promulgated at different periods throughout Europe. " In England the authority (m) His full title is that of Presi- which, for the sake of brevity, we dent of the Probate, Divorce and term " The Probate Division of the Adniu'alty Division of the High High Court of Justice. " Court of Justice. This also indi- (n) Gen. Rep. of Ecc. Comm. 10. cates the correct designation of the (o) 25 Hen. VIII. c. 21 ; Pre- Division over which he presides, amble. 668 WILLS OF PERSONAL PROPERTY. The Legatiue Constitutions. The Civil Law. The Common Law. The Statute Law. of the Canon Law has always been much restricted, being considered, in many points, repugnant to that of England, or incompatible with the jurisdiction of the Courts of Common Law," but this Pontifical system "containing many equitable and profitable laws," " has been for many centuries accommodated by our lawyers to the local habits and customs of the country" (p). The Ecclesiastical or Legatine Constitutions, are of English origin, and " were passed in this country by the Pope's legates, Otho and Othobon, and the Archbishops and Bishops of England, assembled in National Councils, in 1237 and 1269 ; a further body of Constitutions framed in Provincial Synods, under the authority of successive Archbishops of Canterbury, from Stephen Langton, in 1222, to Archbishop Chicheley, in 1414 ; and adopted also by the Province of York in the reign of Henry VI. (q). "By the Civil Law is meant, the law of the ancient Romans, which had its foundation in the Grecian republics, and received continual improvements in the Roman State during the space of upwards of two thousand years, and did not expire at last even with the empire itself" (r). " The Common Law is so called because it is the common municipal law or rule of justice throughout the kingdom .... common to the generality of all persons, things, and causes, and hath a superintendency over those particular laws that are admitted in relation to particular places or matters . . . ." (s). " The Statute Law is made by the sovereign, the lords spiritual and temporal and commons in parliament assembled," who, by their conjoint authority, may " control, alter, mitigate, repeal, revive, explain, amend, both the (j?) Gen. Rep. Eoo. Comm. 10. (q) Gen, Rep. Ecc. Comm. 11 ; 1 Black. Comm. 83. (r) Burn Ecc. Law, Author's Pre- face, 1, an interesting and valuable summary of the history, &c., of the Ecclesiastical Law of England, well worthy of a careful perusal. See Butler's Horoe Juridicm Subsecivce, also ante, p. 3, n. (A). (s) Burn, Pref. 30. PRACTICE OF THE HIGH COURT IN PROBATE MATTERS. 669 common, canon, and civil laws, and actually have done so in abundance of instances " (t). "Where these laws do interfere and cross each other, Order of prGCsdciiCS the order of preference is this : the Civil Law submitteth to the Canon Law ; both of these to the Common Law ; and all the three to the Statute Law " {u). Such, then, are the sources from whence has been Procedure of derived the present personal testamentary law of England ; Di^io^!'*^ a and although the Ecclesiastical Courts, in which a highly large extent' important branch of that law was administered, have ceased derfved'from to exist, yet the procedure of these Courts was the model JJ*^ Spiritual for that of the Court of Probate, which was set up in 1857 {w) ; while the legal principles which have governed its decisions are to a large extent the same as those which were established by the Ecclesiastical Courts during the three centuries of their existence (x). These Spiritual Courts possessed from very ancient times Jurisdiction of until 1857 exclusive jurisdiction over all Wills of personal decide on the estate, so far as their validity was concerned ; but the validity of a Court of Chancery assumed the right to construe these instruments, and that power, as we have seen, is still retained by the Chancery Division of the High Court of Justice (y). With regard to devises of realty, they were never Devises of cognizable by the Ecclesiastical Courts, nor were they TOgn^aUeby required to be proved, and the power to construe them "^^ Courts. belonged exclusively to the Courts of Common Law. The Probate Division of the Supreme Court, unlike the The Probate old Ecclesiastical Courts, can grant probate of a Will grant probate affecting real estate (z), even if the executor named therein "? ^ i""® ^^' (t) Bum, Pref. 34. own enactments and customs, let (u) Id. 1. him peruse the arguments and judg- (w) 20 & 21 Vict. c. 77, s. 29. ment in Drwmmond v. Parish, 3 (x) But see In the goods of Oli- Curt. Ecc. Rep. 522. phant, 1 Sw. & Tr. 525 ; 30 L. J. {y) See ante, p. 557 et seq. P. & M. 82. If the reader is de- (0) 20 & 21 Vict. c. 77, ss. 61, sirous of seeing how much our tes- 62, 63, 64. O'Btm/er v. Geare, 1 fcamentary law of personalty is Sw. & Tr. 465 ; 29 L. J. P. & M. indebted to other sources than our 47. 670 WILLS OP PERSONAL PROPERTY. But not where a trust is involved. A devise is not required by law to be proved. Where devise is in execution of a Power. Mixed Wills. Granting probate is a judicial act. renounces his rights under it (a). But the Probate Divi- sion has no jurisdiction over Wills dealing with real estate only (6). Also, if the Will contains a direction to the executor to convert the realty into money and hold it on certain trusts, the Probate Division will not, in such a case, assume jurisdiction (c). As to Wills of realty only, there was no form of pro- ceeding analogous to probate in common form of a Will of personalty ; nor, as we have already indicated, were they required to be proved or registered in any Court (d) ; a rule unaffected by the Probate Act of 1857. If a Will of realty be made in execution of a Power of appointment, the executors named therein are not entitled to probate, as in that case, the interest is only co-extensive with the power given by the Will, and they take nothing jure representationis (e). With regard to mixed Wills, that is to say, those of realty and personalty, the Ecclesiastical Courts granted one entire probate of these, though that concerning the realty was never allowed to prejudice the heir, if he chose to dispute the Will. Now, by the Act of 1857, probate of a mixed Will of realty and personalty is conclusive as to both (/). When we speak of granting probate of a Will — which, it is to be remembered, is a judicial, and not a ministerial act (g) — we mean that the original document having been deposited in the registry, or place appointed by law (h) for (ffi) Zn the goods of Jordan, L. R. 1 P. & D. 555 ; 37 L. J. P. & M. 22. (J) 2n the goods of Drummond, 2 Sw. & Tr. 11 ; In the goods of Bootle, L, R. 3 P. & D. 177; 43 L. J. P. &M. 41. (c) In the goods of Barden, L. R. 1 P. & D. 325. (d) Gen. Rep. of Ecc. Commrs. 27. (e) 0'D-wyerv.Geare,sa-pTa,n.(z). (/) 20 & 21 Vict. c. 77, ss. 61, 62, 63, 64. But the same Will must regulate the disposition of both kinds of property; Campbell V. Luqi, L. R. 2 P. & D. 209 ; 40 L. J. P. & M. 22. (g) Per Buller, J., in Allen v. Dundas, 3 Term Rep. 125. (h) 20 & 21 Vict. 0. 77, s. 66. Sect. 91 of this Act establishes depositories for the safe custody of the AVills of living persons. Ste ante, p. 429. PRACTICE OP THE HIGH COURT IN PROBATE MATTERS. 671 the safe custody of original testamentary papers, a copy of the WiU on parchment, duly authenticated by the seal of the High Court of Justice, Probate Division, is made, and handed to the person entitled to cany out the terms of the WiU. This probate of a Will is granted by the Court either Probate in what is called Common Form or in Solemn Form of ^common or Law ; that is to say, either upon a mere ex 'parte appli- Solemn Form, cation to the registrar by the executors, or by witnesses in open Court, when the judge pronounces his decision, which is in the nature of a final decree (i). " The difference between the effect of these two kinds Respective /» 1 i • j_i • effects of of probate is this :— p^tate in " Probate in common form is revocable. An executor, solemn and in 1 p 1 1 1 . r 1 common therefore, who takes probate m common form may subse- form quently, at the instance of any party whose interest is adversely affected by the Will, and without limitation as to time, be required to bring in the probate, and be put upon proof of the Will in solemn form. " Probate in solemn form, when once granted, is, v)ith the OTie exception in the next paragraph, iiTevocable as against all persons who were cited to see proceedings, or who can be proved to have been privy to those pro- ceedings. " Biit if a Will of subsequent date is afterwards dis- Will of sub- covered, the probate of the earlier one, though granted in ^^otes pro-* solemn form, would be revoked " {i). tate even in Now, where a Will affecting real estate is to be proved „ . , . ' 1-1 pi^ QfiVlSfifiS in solemn form, or is the subject of a contentious proceed- and others ing, the heir-at-law, devisees, and other persons interested ™^\**wiii*^f may be cited to see the proceedings, just as the next- realty proved of-kin and others having interest in the personal estate form.*""' (i) Coote's Prob. Prac. by Tris- 9 Moo. P. C. 131. It is almost un- tram, 4th ed. 226. Where a later necessary to say that fraud will also Will is found, see Culto v. Gilbert, invalidate probate in solemn form. 672 WILLS OF PERSONAL PKOPERTY. Protate of Will affecting real estate. Probate of devise is evi- dence thereof, except where its validity is put in issue. Executor may prove Will in common or solemn form. Business of the Probate Division H. 0. J. of a twofold character. Definition of " Common form business." may be cited or summoned Qc) ; but the Court may in its discretion order the cause to proceed without them (Q. Where a Will affecting real estate is proved in solemn form, or its validity otherwise decided on, the decree or judgment of the Court will be binding on the persons in- terested in the real estate (m). If the heir-at-law, however, is not cited, he will not be affected by the probate (n). The probate, whether in solemn or common form of a Will affecting realty, or an office copy thereof, will be evidence of the same in suits concerning the property with which it deals, except where the validity of the Will itself is put in issue (o). An executor may prove a Will, whether it be one affect- ing realty or one of personalty only, either in common or solemn form, and the heir-at-law cannot, by entering a caveat, prevent the probate going in common form (jp) ; but if any suspicion be entertained concerning the genuine- ness of the instrument, or any ground for anticipating that its validity may, at any future time, be impugned, the executor should resort to the latter mode of establishing the Will. From some of the foregoing remarks it will have been seen that the business of this Division of the Supreme Court is of two kinds, which are termed respectively. Common Form or Non-Contentious Business, and Con- tentious Business. The former expression is very old, and is thus described by the interpretation clause of the Pro- bate Act of 1857 :— " ' Common form business ' shall mean the business of obtaining probate and administration where there is no contention as to the right thereto, including the passing (4) 20 & 21 Vict. c. 77, s. 61. SeeJud. Act, 1875, Order XYI. Pules 12—15, and Kennaway v. Kmnaway, L. R. 1 P. & D. (N. S.) 148 ; 45 L. J. P. D. & A. Div. 86 ; a.nA.posl, p. 676. {J,) See EmherUy v. Tnvanion, 29 L. J. P. & M. 142. (m) 20 & 21 Vict. u. 77, s. 62. (m) lb. sect. 63. (o) lb. sect. 64. (p) See Toung v. Ferrie, 29 L. J. P. & M. 69. PRACTICE OF THE HIGH COURT IN PROBATE MATTERS. 673 of probates and administrations through the Court of Probate in contentious cases ivhen the contest is termi- nated, and all business of a non-contentious nature to be taken in the Court in matters of testacy and intestacy not being proceedings in any suit, and also the business of lodging caveats against the grant of probate or admi- nistration " (q). All proceedings in the Probate Division of the High What is meant Court of Justice, or in the registries thereof, not included in tiiitiourbusi- the above expression, except the warning of caveats, are ^^^^ "^ *J'i^ considered to come under the head of the contentious HighCovirt. business of the Division (r). "Lodging or 'entering' a caveat" means entering a " Lodging n memorandum in a book kept for that purpose in all re- gistries, to prevent probates or administrations from being granted without the knowledge of the parties who enter such memorandum, and it is competent to any person having an interest to prevent a grant being issued without notice to himself (s). When some other party applies to this Division of the " Warning -i High Court for probate of the Will or administration of the effects which may be under the power of the caveat, notice must be given by the Registrar of the Principal Registry to the caveator, that is, the party who lodged the caveat, or his proctor or solicitor, warning him to enter, within six days, an appearance in the Principal Registry with a statement as to his interest, &c., and "the giving this notice is technically termed warning the caveat " {t). (q) 20 & 21 Vict. c. 77, sect. 2. in 1876— is devoted to the Common {r) Rules and orders of 1862, in Form Practice of the H. C. J. in Cont. Bus. under the ahove Act, 3. granting probates and administra- (s) Coote's Prob. Prac. 7th ed. tions, and is published under Mr. 241. Note. This work formerly Coote's name only. This edition we contained a chapter on the Conten- cite as Coote's Prob. Prac. tions Business of the Court of Pro- (i) Coote and Tristram, 234 ; but bate by Dr. Tristram, and we have see Browne's Prob. Prac. 266, et cited the work containing this seq. ; and as to subducting or with- chapter as "Coote and Tristram." drawing a caveat, Coote, 274. The last edition— the 7th, published 674 WILLS OF PERSONAL PROPERTY. A caveat thought to be in the nature of a av/per- Mode of obtaining pro- bate in simple Force of the probata when granted. Why solemn form of proof is preferable to common form in doubtful cases. One witness generally suffi- cient to prove a Will in common form. The expression, it v/ill be perceived, is not quite an accu- rate one, since the caveator, not the caveat, is warned. Lodging a caveat, then, and " warning it," are part of the common form business of the Probate Division (it). A caveat in the Civil has been compared to & supersedeas at the Common Law ; but of course the foraier is merely a notice or caution, whereas the latter is a writ (v) ; indeed, the resemblance between the two proceedings seems some- what remote and fanciful. Where an executor proves an imopposed Will, he merely promises on oath or affirmation to carry out the terms of the testator's Will, at the same time making an affidavit, or written affirmation, of the personal estate of the deceased. Probate of the Will is then granted to him, and this has a " twofold office, which, besides gi-anting the power of administration, authenticates the Will, is evidence of the character of the executor {x), and is, while unrepealed, conclusive against all the world " (?/). Probate of a Will, however, which is void in itself, doth not make such void Will good (z). As we have already seen, probate in common form is revocable ; and if a Will proved by this process was after- wards shown to be invalid, the probate might be called in, and the legacies paid under it would have to be refunded. If the legatees were unable to give back the money re- ceived, the executors would be hable for the amount paid away by them ; and this is why executors, in all doubtful eases, should prove their testators' Wills in solemn and not in common form {a). To prove a Will in solemn form in the Probate Division, it is not usually necessary in practice that both (u) See note («), p. 673. (v) See Owen, 509, 1 Lev. 157 ; 1 And. 303. (x) Matson v. Svjift (cited in Coote, 33), 14 L. J. Ch. 354 ; 8 Beav. 368. [y) Dodd and Brooks' Prob. Prac. 337 ; Kerrick v. Branshy, 2 Eq. Gas. Ab. ; 3 Bro. Gas. in Par. 358. (z) God. Orp. Leg. 58. (a) Coote and Tristram, 227. PRACTICE OF THE HIGH COUKT IN PROBATE MATTERS. 675 the attesting witnesses should be examined ; but of course the Court may, in its discretion, require the attendance and evidence of both (6). The executor of a Will is the person upon whom the Executor is duty of proving a Will primarily devolves, provided he is ^j^o^g^jJ^Sd willing to act ; but if he decline to do so, the residuary prove wai. or any other legatee may propound it (c). "And an executor may be put on proof of a Will in solemn form by compulsion, at the instance of any person whose interest is adversely affected by the Will "(c). By " propounding " a Will is meant presenting it to the Meaning of Court for Probate or proof po'l^d'.'"^™' Proceedings in the Probate Division in contentious Suits in con- cases were, before the Judicature Acts, frequently com- *™*i""^ '^^ ' _ » T. J commenced in menced by entering a caveat, the nature of which we two -ways, by have already considered. A caveat is still the first step in ^fetionT ^ contentious business, inasmuch as it precedes the present writ of surn/mons, and it may still be entered for the pur- pose of preventing a grant issuing. The caveat wiU remain in force for six months ; but it may be renewed from time to time, and during its existence will prevent any grant of probate or administration being made without notice from the Principal Registrar to the parties on the other side who lodged the caveat (cf). Another mode of commencing a suit was by citation. Citation. This mode was resorted to where an executor proposed to prove a Will in solemn form of law, and no caveat had been entered, or a caveat had been entered and no appear- ance given to the warning thereof (e). The various kinds of citations did not always necessarily Various kinds initiate contentious proceedings, but rather caused them to °* citations, continue, as the citee was able to obey the citation, and thus conclude the matter ; for instance, where an executor was cited to take probate of an additional codicil, if he obeyed and took the probate, there was an end of all pro- (J) BelKn-v. Skeates, 1 Sw. &Tr. (d) Coote's Prob. Prac. 7th ed. 148 ; 27 L. J. P. & M. 56. 241 ; G. Browne's Prob. Prac. 262. (c) Coote and Tristram, 227. (e) Ibid. 235 ; ibid. 269 etseq. X X 2 676 WILLS OF PERSONAL PROPERTY. ceedings ; indeed, a citation to see a Will proved was the only one that necessarily led to contentious proceedings. " The forms give four kinds of citations : — 1st, to see a Will proved ; 2nd, to bring in probate ; 3rd, to bring in administration ; 4th, to see proceedings ; and these serve [d] for models for the numerous kinds, such as to accept or refuse grants, to take out probate, where a party has intermeddled, and the like " (/). Not by serving citations, then, are causes in the Probate Division now commenced, for by Order II., Rule 1, of the Supreme Court of Judicature Act, 1875, it is declared that every action shall be commenced by a writ of summons, which must be preceded by an aflBdavit by the plaintiff, or one of the plaintiffs, in verification of the indorsement on the writ, thus preserving a feature of the citation process alluded to on the next page. The entry of a caveat will, however, still precede the writ of summons. Object and Although the name " citation " as the initiatory step citations. ^^ contentious probate business is thus abandoned for that of "writ of summons," this latter mode of beginning a probate action appears to have the same operation which the citation formerly had in commencing a suit. Accord- ingly, the object and use of citations, as steps in litigation, may be thus stated ; — "When a person having the superior right to prove a Will or to take out administration, delayed or decHned to do so, the High Court of Justice, at the instance of a person having an inferior right, compelled the first by its process either to take the required grant or to let the others have it " {g). Thus, a residuary legatee cited an executor, and a simple legatee cited either of these to accept or refuse probate ; while persons entitled under the Statute of Distributions to a share in an intes- tate's property cited his widow and nearest of kin, and a creditor might have done the same. And by the present (/) G. Browne, 269. This practice is not afifected by the {g) Coote and Tristi'am, 181 ; Judicature Acts or Rules, but con- Coote, 224 ; Rule 68 Non-Cont. Bus. tinues in force as before. Coote, 231. PRACTICE OF THE HIGH COURT IN PROBATE MATTERS. 677 (probate) practice of the High Court, an executor who pro- pounds a Will, may, as before, cite other parties to see pro- ceedings in regard thereto in which they may be interested. (See Kennaway v. Kennaway, ante, p. 672, n. (k). Before, however, a person issued a citation, — for in- Affidavit to stance, to compel an executor to prove a Will in solemn or writ of ' form, he must have made an affidavit of the facts of the summons, case and his interest therein (h), which was called the affidavit leading the citation (i) ; but it has been held that a possibility of interest was sufficient to entitle a person to do this (j). In case the party cited to appear to propound a paper Non-appear- does not appear within the time limited in the citation g^ed"*^*'^'^ l^writ of sunvmons], the cause shall proceed in default ; nevertheless, the party cited may enter an appearance at any time before a proceeding has been taken in default, or afterwards by leave of the judge or one of the registrars (k). The effect of parties who are interested under a testa- Effect of non- mentary paper not appearing to propound it when cited a^dtatbn!^ ^'' [summoned by wrif] to do so, is to cause a grant of ad- ministration to issue, as in the case of an intestacy. The Court will make the grant although the paper is good on its face; but the Court will not pronounce against the document merely on the consent of parties who have not been cited (I). The person who cites another to appear in the Probate Party citant Division for any purpose, is called the party citant, and ^^^ '"*®^' the other the citee. Before the Judicature Acts, they answered — where the citation commenced the suit — to plaintiff and defendant respectively in proceedings at Common Law, under which system the plaintiff's first step in pleading was to issue a declaration, or, as it is now termed, the statement of claim, i.e., of his cause of action. (A). Rule 68 Non-Cout. Bus. and {j) Kipping y. Ash, 1 Rob. Eoe. ISCont. Bus. SeeOrderV.,RulelO, Rep. 270; 4 N.-C. 177. Jud. Act, 1875. (i) Rule 29, Cent. Bus. (i) See previous page as to filing (l) Morton v. Thorpe, 3 Sw. & affidavit before issuing writ of sum- Tr. 179 ; 32 L. J. P. & M. 174. 678 WILLS OF PERSONAL PEOPEETY. In ordinary cases plaintiff delivers statement of claim ; but the party who propounds a Will delivers statement of claim. Plaintiff delivers plea in suits for revocation of protate. Two Wills may he pro- pounded — one by plaintiff and the other by defendant. Practice. In ordinary cases in the Probate Division it belongs to the plaintiff to deliver the statement of claim, and to the defendant to deliver the plea [statem&nt of defmce], as in Common Law practice ; but the party propounding the alleged last Will and Testament of the deceased shall, in all cases^— even if defendant in the suit — deliver the state- ment of claim, and the party opposing the same deliver the statement of defence (m). Accordingly, where for an instance an executor is cited to bring in probate of his testator's Will with a view to the probate being revoked, he, the citee, will deliver a statement of claim propounding the Will, and to* this the plaintiff, or party citant, will plead denying the validity of the Will, or the testator's capacity to make it, or alleging fraud, &c., &c. In suits [actions now] for the revocation of probate, as before remarked, it is always the province of the plaintiff — who is only nominally such — to deliver the statement of defence, while in ordinary cases the parties retain their usual characteristics as plaintiff and defendant (n). One party may propound a Will or testamentary script in his statement of claim, and the other party may in his statement of defence allege the existence of another Will; but with the statement must be delivered to the opposite party and filed in the registry a declaration pro- pounding such other Will or testamentary script to which the opposite party shall plead. The statements of defence, except by leave of the judge to be obtained on summons, are restricted to the following allegations : — 1. Undue execution. 2. That the testator was of unsound mind. 3. Fraud. 4. Undue influence. 5. Ignorance of testator concerning the contents of the Will (o). («i) Rule 33, Cont. Bus. See Order XXL r. 5 under Jud. Act., 1875. {n) Eule 33, Cont. Bus. But read Brandrefh v. BrandretTi, 2 Sw. & Tr. 446 ; 31 L. J., P. & M. 153. (o) Rule 40, Cont. Bus. (1866.) PRACTICE OF THE HIGH COURT IN PROBATE MATTERS. 679 Within fourteen days after the delivery of the last Party deliver- pleading in the cause, the party who brought in the declar- of claim ation is to deliver the ISSUE to the other side, which, alsodeUvers ' ' issue. however, is not to be filed (p). With this he may give notice of the mode of trial he Notice of trial, will request the Court to adopt in the case, and the Court on hearing both sides on motion will direct in what mode the case shall be heard (p). This may be in three ways, either before the President Cause may be alone, with a jury, or before a Judge of Assize, by virtue on^™\hree^^ of an issue directed to any of the Superior Courts of Com- modes. mon Law {q), or now to the Common Law Divisions of the High Court of Justice. (But see ante, pp. 411, 412, and note (n), ante.) At the time a party delivers his statement of claim — Affidavit of now within six weeks after the defendant appears — he ^°"^ ' also files what is termed an affidavit of scripts, that is an affidavit of all the testamentary documents (r) made at any time by the testator, and which are in the plaintiff's custody. Should the defendant appear, both he and the plaintiff file affidavits of scripts (s). The statement of claim will then, in ordinary cases, be delivered to the defendant, or as we have seen, they may exchange statements of claim, as in cross actions, after which the parties may — but Other only by permission of the Court — give in other pleadings ^ ^ '"^' corresponding respectively to replication, rejoinder, surre- joinder, rebutter, or demurrer, just as at Common Law (t). The question in dispute might also have been brought Motion and before the Probate Court in two other ways ; namely, by petiti""!- MOTION, or by PETITION, as well as by a regular suit. A motion may still be made before this Division of the Motion. High Court in contentious or in non-contentious business, {p) Rules 46, 47 Cent. Bus. (t) Rule 39, Cont. Bus. See, Iq) 20 & 21 Vict. 0. 77, s, 35. however, Order XIX. r, 12, Order {r) As to what are deemed "tes- XXII. r. 11, Jud. Act, 1875, Order tamentary documents, "see Rule 31, XXIV. rr. 1, 2, as to reply and Cont. Bus. subsequent pleadings, and Order (s) Rule 80, Cont. Bus. XXV, as to the close of pleadings. 680 WILLS OF PERSONAL PEOPERTY, Petition. What questions brought forward by petition. The nature of the non-con- tentions busi- ness of the Probate Division. and may be either ex parte, or after notice has been given to the other side. If a simple motion be made -without further proceedings, "the matter then comes under the head of non-contentious business " (u). " The proceedings by petition were very simple, and con- sisted of short statements of the cases relied on by the con- tending parties, supported by affidavits " {u). The only difference between proceeding by petition or by declaration [now statement of clavm] and plea [statement of defence'] was, that in the former case the matter m,ust have been decided before the President alone, while in the latter, it might have been decided by a jury or by the President (v). Any question arising in a cause, and not being one of interest, domicile, or other matter usually brought before the Court by declaration and plea, might have been brought before the Court by petition {x). The foregoing is a slight sketch of the modes in which the jurisdiction of the Probate Division is set in motion in contentious cases. As regards its non-contentious business, we may observe that it is chiefly made up by the examination by the registrars of Wills, codicils, and other testamentary papers presented for probate, in perusing affidavits of witnesses, in examining into interlineations, alterations, erasures, and obliterations ; of examining deeds and other documents referred to in Wills, with a view to their rejection or incorporation into those Wills : also of documents that have been affixed to Wills ; the appear- ances of the papers themselves, the examination of Wills of married women ; the administering of oaths to executors and administrators, identifying parties, the marking of testamentary papers, taking renunciations of probates and Letters of Administration, transmitting notices of caveats, issuing citations and subpoenas, examining Wills (u) Coote Prob. Prac. 223. See Rule 6, Non-.Cont. Bus. astooom- jiulsory motions. (v) Per Sir J. Hannen in Pepper- come V. Gardner, L. E. 3 P. & D. 149. (os) Rule 64, Cent. Bus. As to Domicile, see ante, p. 233, et seq. PRACTICE OF THE HIGH COURT IN PROBATE MATTERS. 681 of blind and illiterate testators, alterating grants, taxing bills of costs, and so forth. The Probate Act of 1857 was amended in 1858, by Amendment "The Confirmation and Probate Act, 1858" {y), and ^''*^- again in the same year by " The Court of Probate Act, 1858 " {z). For the due carrying out of the purposes of these Rules of Court, statutes, rules have, from time to time, been drawn up (a)^ namely, those which take effect from September 1, 1862, applicable to the Non-contentious business of the Probate Division; those of the same date, to the Contentious business, and the Rules of March, 1863, for the guidance of the District Registries, of which there are forty-one, all enumerated in schedule (A) attached to the Act of 1857. The rules for the Principal Registry were amended by Amendment additional rules and orders, dated January 11, 1866. By the Judicature Act, 1875, section 18, it is enacted Rules of the that all Rules and Orders of Court in force at the time of probate re- the commencement of this Act in the Court of Probate, *f™«'* """^^"^ the Judicature subject to the terms oi the schedule to the Act, and Act, 1875. Rules of Court hereafter to be made .... shall remain and be in force in the High Court of Justice. It is also declared that the President for the time being of the Probate, Divorce, and Admiralty Division of the High Court of Justice shall retain, with regard to non-con- tentious or common form business, the powers possessed by the Judge of the Court of Probate, under 20 & 21 Vict, c. 77, sect. 30, and shall retain the powers as to the making of Rules and Regulations conferred by 20 & 21 Vict. c. 85, sect. 53. Rule 11 of Order XVI., of the Judicature Act, 1875, Bat suhject to states that, subject to the provisions of the Act and the ordCT'xv/" rules under it, the provisions as to parties, contained in (y) 21 & 22 Vict. c. 56. lately binding on the Court. See (a) 21 & 22 Vict. c. 95. the case of Loftus, 3Sw. &Tr. 307 ; (a) It is apprehended that these 33 L. J. P. & M. 59, in which No. 50 rules in cases where it is expedient of the Non-Contentious Rules was to depart from them, are not abso- departed from. 682 WILLS OF PERSONAL PEOPEETY. Wto may be plaintiffs or defendants in probate actions. County Court. Application for probate and letters of administra- tion may in all cases be made at the principal registiy of the Probate Division. section 42 of 1.5 & 16 Vict. c. 86, shall be in force as to actions in the High Court of Justice. By Eule 12, sub- ject as aforesaid, in all Probate actions the rules as to parties, heretofore in use in the Court of Probate, shall continue to be in force. Sect. 21 of the Judicature Act, 1875, provides for the retention of existing procedure of Courts when not .inconsistent with this Act or Rules of Court. As the Common Form business of the Court of Probate is not inconsistent with the above statute or any Rules of Court, that form of procedure, tnutatis mutandi, remains unaltered. The mode of conducting the con- tentious business is alone affected by the Judicature Act, but only so far as to make it uniform with the procedure of the High Court in all its other Divisions. " In an action in the Probate Division of the High Court of Justice, the parties entitled to be plaintiffs are, primarily, the executor ; failing him, the party entitled to the residue, or a legatee named in the Will, or other party interested under the Will, or the representatives of these persons. Any party whose interest may be adversely affected by the Will may be a defendant, and a possibility of interest is sufficient to entitle a party to appear in this character" (6). Where a testator's personalty is under the value of £200, or his realty under that of £300, the County Court Judge of the district in which the deceased lived, may, in contentious cases, exercise the jurisdiction of the Probate Division of the High Court (c). It is not obligatory on any person to apply for probate or administration through any County Court, or to any district registry, but in every case such application may be made through the principal registry of this Division in London wherever the testator or intestate may at the time of his death have had his fixed place of abode (d). (J) See Charley on The Judic. Acts, SiS, 2nd ed. (c) 21 & 22 Vict. c. 95, s. 10. But see 28 & 29 Vict. o. 99 ; 30 & 31 Vict. c. 142, the Small Intestacies Act, mentioned, ante, p. 637. [d) 20 & 21 Viot. c. 77, s. 69 ; and see 21 & 22 Vict. c. 95, ss. 12, 20 PRACTICE OF THE HIGH COURT IIST PROBATE MATTERS. 683 / It is, however, competent to the Probate Division in Probate certain cases to send a cause to a County Court to be ad- gend a cause judicated upon, in which case the judge of the latter to County tribunal will proceed as if the cause had been originally commenced before him (e) ; but the Probate Division, however, like the former Court of Probate, cannot in such a case entertain an application for a new trial (/). Grants of probate, of simple administration, and adminis- tration cum, testamento annexo are styled according to circumstances ; Including grants limited to — 1. A particular estate, person, or document. 2. Property of married women. 3. Goods unadministered by a previous executor or ad- ministrator. 4. The period of absence of exe- cutor or administrator. 5. The period of minority of per- son entitled to grant. 6. The duration of lunacy. 7. Carrying on suit. 8. To collecting a deceased per- son's effects. 9. The duration of a litigation. 10. The rest of goods remaining unadministered. Certain effects specially ex- cepted. And those called supple- mental or cessate grants. (a.) General probate or administration. (b.) Limited or special probate or ad- ministration. (c.) Double probate. 11. 12. General Probate or Administration is where the General grants, grant embraces the whole Will or property of the deceased (e) See note (d), p. 682. (/) See ZeaUey v. Veryard, L. R. 1 P. &. D. 195 ; 35 L. J. P. & M. 127, and 20 & 21 Vict. o. 77, s. 58. p84 WILLS OF PERSONAL PROPERTY. without any reservation whatever as to time, estate, or any other object : in short the grant is general when it " places the grantee fully in the position of the de- ceased " (g). Limited grants. Probate of married woman's Will is a limited one, except ■where hus- band's consent makes it Property immaterial. Construction is " Limited Grants may be divided into three classes namely, those which limit the representation : — 1st. In estate : 2nd. In time ; 3rd. To a particular object " {h). So that, if the grant goes only to some specific property mentioned by a testator, or to such property as he had a disposing power over, or if it be only to operate during a certain time, or on some particular object, the probate or administration in such a case would be denominated limited. In cases where probate of the Will of a married woman made in exercise of a power of appointment is granted to an executor who is not her husband, the probate would be limited to the property with which she was competent to deal, unless her husband were to consent to a grant of general probate being made to the executor (i) ; for " though a feme has power to make a Will, yet the baron shall have administration " {j ). Whether a married woman exercises her right of making a Will, by virtue of a Power, a deed, or any other instru- ment, or by the consent of her husband ; or whether the property disposed of be savings from her pin money, or accumulations from a trust fund, or be the corpus of that fund, in all these cases probate of her WUl will be limited Qc) ; and in such a manner too, as will leave (g) G. Browne's Prob. Prac. 214. The present writer has found it more convenient to treat of grants limited to time after the others. (h) See previous note. (i) Toller, Exors. 67. 0) iJ. V. BettesworOi, 2 Strange, 891. (i) See Coote, 143-145. Adminis- tration of a married woman's effects, with Will annexed, is a limited administration. Rule 15. PRACTICE OF THE HIGH COURT IN PROBATE MATTERS. 685 questions of construction for the decision of the Chancery for the Chan- Division of the Supreme Court (I). h7c. 'j^?™ The Probate Division cannot look at a Power exercised ^^^ tj,a p^g. in a married woman's Will ; a mere allegation that she had •>**« Division iT> • ir> ■ f 1 f • <"i-i 1 oannot look at sucQ rower is sufficient ; for the function oi this branch a Power in of the High Court is merely to see that the instrument ™*"'«