I , LAW , I BOOKSELLERS \ PUBLISHERS V ,73 N ASS AH S'/ 730 Cornell UNivERsitv Law L»brary The Moak Qollection. :fl. PURCHASED FOR The School of ^aw of Cornell University And Presented February 14, 1893 IN HEnORY OF JUDGE DOUQLASS BOARDMAN FIRST DEAN OF THE SCHOOL f By his Wife and Daughter A. M. BOARDMAN and ELLEN D. WILLIAMS Cornell University Library KF 730.H64 1854 A practical treatise on the law relating 3 1924 018 825 988 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/cletails/cu31924018825988 PRACTICAL TREATISE ON THE LAW TEUSTEES POWERS, DUTIES, PRIYILEGES, AND LIABILITIES. BY JAMES HILL, ESQ., OP THE INNER TEMPLE, BABMSTER-AT-LAW, ANB FELLOW OP HEW 50LLEGE, OXFORD. SECOND AMERICAN EDITION, CONTAINING THE NOTES TO THE POEMER EDITION, BY FKANCIS J. TROUBAT, WITH FTTLl NOTES AND EEFEKENCEB TO ENQIISH AND AMERICAN DECISIONS, BY HENRY WHARTON. PHILADELPHIA: T. & J. W. JOHNSON, LAW BOOKSELLERS, PUBLISHERS, AND IMPORTERS, 197 CHESTNUT STKBET. 1854. Entered, according to AcJ; of Congress, in the year 1853, BT T. AND J. W, JOHNSON, In tlie crerk's Office of the District Court for the Eastern District of PennsylTanii V. SBEEMAN, PEIXTEB, TO 1 THE HON. SIR WILLIAM ERLE, ONS O; THE JTTDQ^a OF EEB UAJESTY's COUBT OF COMMON FLEAS, €^t fnllnraing Wuk IS (by permission) MOST EESPECTPULLT DEDICATED BY THE AUTHOR. ADVERTISEMENT TO THE SECOND AMERICAN EDITION. The present edition of " Hill on Trustees" contains, it is believed, full and accurate references to the American decisions and the more important statutes in the different States, and also to the principal English cases and statutes since the publication of the text, with regard to the subject of the work. Some of the notes upon topics incidentally treated of by the author, are rather more elaborated than would have been necessary if the American authorities thereon were fully collected elsewhere. The editor has to acknowledge the valuable aid which he has derived, on various points, from the notes of Judge Hare and the late Mr. Wallace to the " Leading Cases in Equity." The notes and additions of the editor are distinguished, in general, from those of the author, by a division line at the foot of the original page. Some, however, to economize space, have been inserted in the author's notes ; and these are enclosed within brackets. To the notes of Mr. Troubat the initial letter " T." has been subjoined. The paging of the First American Edition has been retained in the margin, as it is that which has been in use in the United States, and as the English paging had, unfortunately, not been preserved therein. The references throughout the book, with the single exception of the Table of American Cases, are to the marginal or star paging. Hbnet Wharton. Philadelphia, December, 1853. PREFACE, The existence and established character of Mr. Lewin's very valuable " Treatise on the Law of Trusts and Trustees," may seem to call for some apology for the appearance of the present work. It might, perhaps, be sufficient for the writer to state that his own work had been commenced previously to the appearance of that of Mr. Lewin ; but, in truth, it will be seen on examination that the object, as well as the arrangement, of the two treatises is very dis- similar in many material respects. The present work, as appears from its title, is written principally for the information and guidance of Trustees in the discharge of their office, and the Law of Trusts has not been gone into further than appeared absolutely essential for the development of that object. However, even with this limited purpose in view, a Treatise on the Law relating to Trustees involved, in a greater or less degree, the consideration of the whole Law of Keal and Personal Property ; and the difficulty of effecting a clear and continuous arrangement, which should embrace all the branches of the subject, is proportionably great. The defects on this point, as well as many of those attending the execution of the work, are sufficiently apparent even to the writer himself; but he feels that those who will discover the imperfections must also be sensible of the difficulty of avoiding 'them, and will, therefore, be disposed to make the requisite allowances, and with this conviction he has greater confidence in bringing his work before the public. 6 New Square, Lincoln's Inn, 26th May, 1845. CONTENTS. Tn. b. the eefebenoes aeb to the star paging.] INTKODUCTION, 41 PRELIMINARY CHAPTER, .... 44 I. What may be the Subject-Matter of a Trust, . . 44 II. Who may create a Trustee, .... 45 III. Who may be a Trustee, . . . . .48 IV. Who may be Cestui que Trust, . . . 51 PAET I. OF THE CONSTITUTION OF TRUSTEES. DIVISION I. OP THE CEEATION OF TRUSTEES BY EXPRESS DECLARATION. CHAPTER I. OF THE CREATION OP TRUSTEES BY PAROL. 1. What may be the Subject of a Parol Trust, . . .55 2. What will be a valid Trust by Parol, ... 59 CHAPTER 11. OF THE CREATION" OF TRiUSTEES BY INSTRUMENT IN WRITING. 1. Of the Instrument by which a Trustee may be created, . . 63 2. What direct Fiduciary expressions will create a Trust, . 65 3. Where a Power will create a Trust, . . . .67 4. Where words of Recommendation, &c., will create a Trust, . 71 5 Of the effect of a Voluntary Disposition in Trust, . . 82 CONTENTS. DIVISION II. OF THE CONSTITUTION OP TRUSTEES BY IMPLICATION OR CONSTRUCTION OF LAW. CHAPTER I. OF TRUSTEES BY VIETDE OF A RESULTING OR PRESUMPTIVE TRUST. 1. Where a Purchase is made by one Person in the name of Another, 91 2. Where there is a Voluntary Conveyance without any Declaration of Trust, . . . . . . .106 3. Where the Trusts are not Declared, or are only partially Declared, or fail, . . . . . . .113 I. Where the Gift is upon Trusts which are not Declared, 114 II. Where the Trusts are ineffectually Declared, . . 116 III. Where the Trusts Declared do not exhaust the whole In- terest, . . ' . . . . . 118 Exception in case of Trusts for Charity, . 128 IV. Where the Trusts Declared are void, or lapse, . . 134 CHAPTER II. OP TRUSTEES BY VIRTUE OF A CONSTRUCTIVE TRUST. 1. Where the Acquisition of the Legal Estate is aifected with Fraud, 144 I. Fraud arising from Facts of Imposition, . . . 145 II. Fraud apparent from the Value and Subject of the Bargain, itself, . . . . . . .152 III. Fraud arising from the Circumstances and Condition of the Contracting Parties, ..... 154 IV. Fraud as affecting third Persons, not Parties to the Trans- action, ....... 168 Proof of the Fraud, .... 166 EflFeet of Delay and Acquiescence, . . .168 2. By Equitable Construction in the Absence of Fraud, . 170 DIVISION III. OF THE CONSTITUTION OF TRUSTEES BY WAY OF SUBSTITUTION IN THE PLACE OF THOSE ALREADY CREATED. CHAPTER I. OP THE SUBSTITUTIONARY CREATION OP TRUSTEES UNDER A POWER, 175 CONTENTS. xi CHAPTER II. OP THE SUBSTITUTION OP TRUSTEES BY THE OOUET OF CHANCERY. I. In what Cases the Court will act, .... 190 II. How the Court acts in appointing new Trustees, . 194 1st. Op a Bill filed, . . . .194 2d. On Petition— when ? . . .197 III. Whom the Court will appoint to be new Trustee, and the effect of the Appointment, .... 210 DIVISION IV. OF THE ACCEPTANCE OR REFUSAL OP THE OFFICE OF TRUSTEE. CHAPTER "I. WHAT WILL BE AN ACCEPTANCE OF THE OFFICE OP TRUSTEE, 214 CHAPTER II. OF THE REFUSAL OR DISCLAIMER OF THE OFFICE OF TRUSTEE. I. When a Trustee may Disclaim, .... 221 II. How he may Disclaim, .... 223 III. The Effect of a Disclaimer, . . . .225 PART II. OF THE ESTATE OF TRUSTEES. CHAPTER I. OF THE NATURE OR QUALITY OF THE ESTATE OP TRUSTEES, AND THEREIN WHERE THEY TAKE THE LEGAL ESTATE. I. Where the Trust Property consists of Real Estate, . 229 II. Where of Personal Estate, .... 236 CHAPTER II. OP THE EXTENT AND DURATION OF THE ESTATE OP TRUSTEES. I. Where their Estate is created by Will, . . • 239 II. Where their Estate is created by Deed, . . 248 Xll CONTENTS. III. Of the Merger of their Estate,, . . . .252 IV. Of the Presumption of a Reconveyance or Surrender, . 253 V. Of the Application of the Statutes of Limitation to the Estate of Trustees, ..... 263 270 CHAPTER III. OF THE INCIDENTS TO, AND LEGAL PKOPEBTIES OF, THE ESTATE OF TRtrSTEES, .....•• CHAPTER IV. OF THE DISPOSITION OF THEIE ESTATE BY TRUSTEES. I. Where the Disposition is by Deed or Act inter vivos, . 278 II. Where by Will, ..... 283 III. Where by Trustees under Disability, . . . 287 CHAPTER V. OF THE LEGAL DEVOLUTION OF THE ESTATE OF TRUSTEES, 303 PAET III. OF THE DISCHARGE OF THE OFFICE OF TRUSTEE. DIVISION I. OF THE POWERS AND DUTIES OF TRUSTEES. CHAPTER I. OF THE POWERS AND DUTIES OF CO-TRUSTEES AS BETWEEN EACH OTHER. I. Where the Concurrence of all the Co-Trustees is requisite, 805 II. Of the liability of a Trustee for the acts of his Co-Trustees, 309 CHAPTER II. OF THE POWERS AND DUTIES OF TRUSTEES, AS BETWEEN THEM AND THE CESTUI QUE TRUSTS. 1. Of Trustees of a Dormant Estate, • • . . 316 I. Of Trustees of a Dry Legal Estate, . . . 316 II. Of Trustees to preserve Contingent Remainders, . . 317 III. Of Trustees of Attendant Terms of Years, . . 324 CONTENTS. XHl Of Trustees of an Estate clothed with Active Duties, . . 328 I. Of Trustees of Executory Trusts, ... . 328 II. Of Trustees for the Payment of Debts, ' . . .336 1st. Under a Deed, ..... 336 2d. Under a Will, . . • - .344 III. Of Trustees fdr the Payment of Legacies, . . 359 IV. Of Trustees for Raising Portions, .... 364 V. Of Investment by Trustees, .... 368 VI. Of Trustees for Tenants for Life, . . . .384 VIL Of Trustees for Infants, . . . . 395 Vin. Of Trustees for Married "Women,. . . * . . 405 IX. Of Trustees of Freeholds, .... 428 X. Of Trustees of Copyholds, . . . .429 XI. Of Trustees of Leaseholds, .... 432 XII. Of Trustees of Advowsons^ . . . .439 XIII. Of Trustees of Stock or Shares, . . .445 XIV. Of Trustees of Choses in Action, . . . .446 XV. Of Trustees for Charitable or Public Purposes, . 449 Of Trustees of Powers, ...... 471 I. Of Powers of Sale, ..... 471 II. Of Powers of Leasing, . . . . .480 III. Of Powers of changing Securities, . . . 482 IV. Of Discretionary Powers, .... 485 1st. Of Powers of making a Grift out of Trust Property, 489 2d. Of Powers of Selection and Distribution, . . 492 3d. Of Powers of Management, . . . 494 4th. Of Powers applying to matters of Personal Judgment, 495 CHAPTER III, OF THE I-OWERS AND DUTIES OE TRUSTEES, AS BETWEEN THEM AND THIRD PERSONS, ...... 503 DIVISION II. OP THE LIABILITIES AND PRIVILEGES OP TRUSTEES. CHAPTER I. OF A BREACH OP TRUST, AND ITS CONSEQUENCES. I. Of Remedies for a Breach of Trust, . II. Of the Discharge of a Breach of Trust, CHAPTER II. OF THE BANKRUPTCY AND INSOLVENCY OF TRUSTEES, 518 . 525 530 535 XIV CONTENTS. CHAPTER in. OP THE DISABILITIES OP TRUSTEES, CHAPTER IV. OP SUITS BY AND AGAINST TRUSTEES. 1. Of Suits and Actions by Trustees, . . . ■ . 543 2. Of Suits and Actions against Trustees, . . . , • 545 3. Of the Effects of Suits instituted by or against Trustees, . 548 4. Of Costs, 551 CHAPTER V. OP ALLOWANCES TO TRUSTEES, .... 570 CHAPTER VI. OP THE DISCHARGE AND RELEASE OP TRUSTEES, . . 579 TABLE OF CASES IN AMEEICAN NOTES. THE BEEERENCES ARE TO THE PAGINO OF THIS EDITION. A. Arms V. Ashley, PAGE . 78 PASE Armstrong's Est., . 807 Abbott V. Clark, . 790 V. Campbell, . 220, 756 Abeel v. Radcliffe, . 78 Miller, . 532 Abney v. Kingsland, . . 141 Park, . 688, 713 Acker v. Phoenix, . 113 Arnold v Gilbert, 54, 716 Ackerman v. Emott, . 52 0,52 1, 533, .'539 Ruggles, . . 600 Adams v. Brackett, . 487, 508 Arnoux v . Sieinbrenner, . . 806 Broughton, . . 123 Arthur v Master in Eq. . 532 Addison V. Bowie, . 102 Comm. Bank, . . 57 Adey v. Arnold, . . 759 Asay V. Hoover, ... 400, 695 Adium V. Yard, . 475, 49! Ashby V. Ashby, . 599 Affleck V. James, . 688 Ashcraft V. Little, . 609, 610, 611, 612 Agnew V. Fetlerman, . . 47 9, 485. 489 Ashley v Denton, . 758 Ahearne v. Hogan, . 217, 220 Ashhurst V. Given, . . 65 327, 568 Albany Fire Ins. Co. v. Ba y, 40 7,499,613, Ashurst V. Ashurst, . ... . 703 615 Ashton V . Lord Langdale, . 73 659, 664 Albert v. Savings Bank, . 248 Aston's Estate 532, 536 Aldrick v. Cooper, 4 n,49 3,505, 514 Astor V. Wells 232, 748 Alexander v. Alexander t . 569 Astreen \ . Flanagan, . 136, 137 Cana, . . 796 Atcheson v. Atcheson, . 602 McMurraj J 479, 485 Lindsay, . . 54 Pendleton . 231 Atkins V. Kron, .... . 67 Aleyn v. Belchier, 716, 723 Atkinson V. Jordan, . 469, 473 Allen, Ex parte, . . 574 Att.-Gen V. Andrews, 671, 810 V. Allen, . . 588 Baliol Coll. . . 656 Bryant, . 785 Bovill, . 669, 679 De Witt, . . 685 Bowyer, . 668 Knight, . 750 Bristol, . . 669 Randolph, . . 654 Brown's Hospital, . . 670 Allis V. Billings, ' . 56 Devon, (Earl of) . . 669 Allison V. Allison, . 209 Donnington, . . 674 Cookson, . . 797 East Retford Gram. School, Allsup V. Allsup, . 54 669 Alston V. Boyd, . . 56 Gaines, . . 674 Altimus V. Elliott, . 832 Gardner, . 664 Ames V. Downing, 22 2,62 6, 767, 832 Gibbs, . . 818 Ancaster v. Mayer, 49 3,49 7, 503, 505 Hardy, . . 789 Anderson v. Anderson, . 621 Henchman, . 173, 196 Burrell, . 237, 240 Hill, . 664 Neff, . 790 Hutton, . • . . 680 AndresSv. Miller, . 474 Ironmongers' Co. . . 669 Andrew v. N. Y. Bible Soc •J 4, 60, 107, Jolly, . . 107 179, 663 Lawes, . 106, 656, 659, 680 Andrews v. Jones, 7S !, 599, 606 Ludlow, . 669 Sparhawk, Angerstein v. Martin, . 512 Norwich (Corp. of). . 669 . 556 Norwich (Mayor of; , . 810 Anslice v. Brown, 6 7, 124, 372 Magdalen College, . 670 App V. Lutheran Congregat ion, . 680 Mansfield, (Earl) . 673 Appleton V. Boyd, . 129 Merchants' Venturers' Co. Archbold v. Comm. Charita b. d'c )nat's. 684 672 Archer v. Hudson, . 218 Moseley, 678, 716 XVI TABLE OF CASES IN AMERICAN NOTES. PAGE Att.-Gen. v. Munro, . . . 664, 680 Murdock, . . .680 Pilgrim,. . . .674 Plymouth, . . .659 Rochester (Dean, &c., of) 670 Shore, . . . 679,680 Stanjford (Earl of), . 669 Vint 656 Wallace, 107,183,656,667, 674, 678, 682 Ward, . . 664, 667, 669 Wilkins 757 Wilson, . . . 679, 761 Worcester (Bishop of) . 669 Austen v. Bell 473 Aycinena v. Peries, .... 759 Ayres v. Methodist Ch., 60, 179, 183, 663 Mitchell, . . . .206 Weed, 317 Babb V. Reid, . 660, 661 Babcock V. Smith, , 73 Baggett V. Meux, 615 Bagshaw v. Winter, . 594 606 Bailey v. Inglee, 762 765 Richardson, . 750 Robinson, . , 222 Stiles, . 209 Watkins, 224 Wilson, , 230 Baines v. McGee, , 222 Baird's App., , 426 Baker v. Biddle, . 758 Crookshank, , 480 Mosley, 92 Smith, . . 656 Vining, . 125, IS 7,13 2, 134 136 Washington, 387 Baldwin v. Carter, , 605 Johnson, . , 126 Baldy v. Brady, . 479, 485 Ball V. Carew, 783 Ballard v. Carter, 400 Taylor, 609 Ballou V. Clark, 56 Bangley's Trust, Re, . 794 830 B^nk V. Campbell, 380 Foster, . 225 Phelan, . , 107 Bank of N. A. v. Pollock, 127, 797 Orleans v. Torrey, 223 U. S. V. Biddle, 238, 240 Coram. 471 Beverley, 479, 487 Carrington, 71, 125 Virginia v. Adams . 53 , Craig, 24 8, 526 569 Banks v. Judah, . 223 May, . 113 Wilkes, 433 Bannister v. McKenzie, 523 Baptist Association v. Hart s Ex'rs, 107, 183 ,668 Barbour v. Morris, 206 . Whitelock, 240 Barclay v. Tallman, . 53 Bardwellv.Bardwell, . 514 Barker V. Greenwood, . '. 329,330, 331 Hall, . . 469, 470 Barker v. Parkenham, Woods, Barnes v. McClinton, McGee, Pearson, Barnett v. Pratt, . .Sheffield, Barnum v. Hempstead Barrett v. Buck, . Oliver, Reads, Barrington (Lord) v. Sidell Barry, Re, . V. Marriott, Merchants' Exchange Whitney, Barrymore v. Ellis, Bartholomew's Will, Re, Bartlett v. Bartlett, Sutherland, Barton's Est., Barwell v. Anderson, Bass V. Scotl, Bassett v. Nosworthy, Lister, . Bateman v. Hotchkin, Margerison, Bates V. Norcross. Battle V. Durham Petway, Bayles v. Staats, Beach v. Beach, . Dorwin, Fulton Bank; Beale v. Coon, Beall v. Fox, Beals V. See, Bean v. Herrick, . Beard v. Campbell, Beasley V. Wilkinson, Beattie v. Johnson, Beatty v. Kurtz, . Beaubien v. Poupard, Beauchamp v. Davis, Beaufort v. Collier, Beaver v. Filson, Beck v. Uhrick, . Beebe v. De Baun, Beeson v. Beeson, Belcher V. Belcher, Bell V. Bell, Hallenbach, Henderson, Webb, . Bellamy v. Sabine, Bellas v. Lloyd, . McCarthy, Bellinger v. Shafer, Benbury v. Benbury, Bender v. Reynolds, Bennett v. Biddies, Dillingham, Bensell v. Chancellor, Benson v. Benson, Davies, Le Roy, Bensusan v. Nehemias, Bent y. Young, . Benzein v. Lenoir, Bernard v. Bougard, . Beresford, Matter of, . Bergen v. Duff, . Berkhardt v. Flyne, '. Co., PAGE 829 606 749 233 599 210 522 484 565 593 470 519 409 522 57 224 615 794 803 520, 542, 545 . 533 324, 330 231, 380 . 563 . 563 . 762 . 245 . 238 394, 395 . 274 386, 387 . 759 . 477 . 388 . 107 . 56 . 203 . 205 . 401 . 763 . 654 . 222 . 806 608, 609 . 379 126, 788, 789 702, 703, 704 222, 770, 773, 784 215 600, 606 . 141 . 202 223, 240 . 201 . 745 231 569, 829 759, 760 610 808 600 56 609 811 504 771 52 230 127, 134 589, 590 . 691 . 50 TABLE OF CASES IN AMERICAN NOTES. XVU Berrien v. McLane, Berry v. Hamilton, Ins. Co., Williamson, Best V. Blackburne, Stow, Bethea v. McCoU, Bettle V. Wilson, Beverley v. Brooke, Beverly v. Miller, Bibb V. McKinley, Biggs, Re, . Biggert v. Biggert, Bilkes Charity, Re, Billing V. Southee, Billington's A pp., Bingaman v. Hyatt, Binney v. Plumly, Binns v. Parr, Birch v. Cropper, Bird v. Graham, . Pegrum, . Birdsale v. Hewitt, Bishop V. Capel, . Curtis, Black V. Black, . Irwin, . Ligon, . Ray, Blackman v. Gordon, Blagrave v. Blagrave, Blair V. Bass, Bromley, Owles, . Blaisdell v. Stevens, Blake v. Heyward, Blakely v. Brady, Blanchard v. Blood, Moore, Blann v. Bell, . Blin v. Pierce, Blight V. Schenck, Bloomer v. Waldron, Bloomfield v. Eyre, Blount V. Blount, Bloye's Trust, Re, Blue V. Patterson, Boddy V. Lefevre, Bodine v. Edwards, Bogart v. Hertall, Bogert V. Perry, Boggs V. Varner, 231, Bohannon v. Streslhley, Bohn V. Headley, Boling V. Ewing, Boiling V. Carter, Bond V. Brown, . Zeigler, Bonnell v. Read, . Bonsall's App., . Boone v. Chillas, Booth V. Booth, . Sineath, Borden v. Sumner, Boreham v. Bignall, Borton v. Borton, Boschetti v. Power, Bostwick, Matter of, V. Atkins, Bostick V. Keizer, Botsford V. Burr, 425, Boughton V. Boughton, PAGE . 224 716, 722 . 750 . 459 . 202 . 203 578, 579, 789 621, 622 . 770 . 532 . 598 . 794 . 605 . 278 . 220 524, 538, 568 . 749 . 387 . 804 . 257 . 373 . 620 . 515 . 101 . 67 . 360 • 691 674, 675, 707 . 559 . 175 339, 343, 344 132, 133 . 201 231, 232 749, 765 746, 747, 757 . 120 . 586 . 235 558, 562 64, 388, 776, 777 484, 692 . 499 . 247 . 53 . 794 207, 373, 759 . 247 . 136 175, 690 . 134 232, 744, 749, 752 . 372 123, 598 . 749 . 746 237, 240 . 233 . 753 , 538, 568, 765 231, 372, 757 . 235 . 578 . 470 . 798 . 599 803, 804 574, 577, 579 219, 222, 784 . 380 127, 131, 132, 134 . 563, 565 B 528: PAGE Bourne v. Buckton, .... 563 Bowen v. Evans, . . . 238, 240 Bower v. Seeger, .... 429 Bowers v. Smith 7ffi , Bowles V. Weeks 302' Bowling V. Winslow's Adra'r, . . 593 Bowman v. Bute, .... 203 Bowman's App., .... 569 Boyce v. Grundy 200 Boyd v. Boyd, .... 433, 444 Hawkins, . . . 220, 785 McLean, . . . 125, 132 Moyle, 798 Boykin v. Ciples, . . 59, 243, 586 Boynton v. Reese, .... 231 Bracken v. Miller, . . 231, 232, 752 Brackenbridge v. Holland, . . . ' 220 Bradford V. Greenway, . . 613,618 Weeks, . . . .744 Bradish v. Gibbs 59 Bradley v. Chase, . . . 204, 236 Emerson, . . . .618 Hughes 609 BradshaV, Ex parte, .... 794 Ellis 334, 685 Bradwell v. Weeks, .... 67 Brady v. McCosker 207 Braman v. Stiles, . . , 568, 686 Brandon v. Woodthorpe, . . . 597 Brandt's Appeal, .... 508 Brashear v. West, . . 469, 470, 652 Breckenridge v. Ormsby, ... 56 Bredin v. Dwen 838 Breedlove v. Stump, .... 65 Brewer v. Vanarsdale, . . . 772 Brewster v. Striker, . . 327, 329, 344 Brice v. Brice, .... 214, 217 Bridgeworth (Corp. of) v. Collins, . 563 Bridges v. Bridges 120 Hartley, . . . .660 Pleasants 183 Wood 610 Briers v. Hackney, .... 771 Briggs v. Penny, . . 78, 81, 92, 101 Brighlman v. Brightman, . . . 746 Brinckerhoffv. Wemple, . . . 367 Bringhurst v. Cuthbert, . . . 335 Brinton's Est., 819 Brock V. Phillipps, .... 234 Brogden v. Walker, . . . 206, 213 Brooke V. Berry, . . 201,211,214 Dent, .... 73, 126 Brooks V. Fowles 127 Marbury, . .112, 470, 472 Broneman v. Sedlinger, ... 76 Brothers v. Porter, . . . 129, 765 Brough V. Higgins 565 Brown's App., .... 269, 270 Case, 570 Brown v. Armistead, . . . 204, 689 Bamford, 615 Bartee 357 Bobson, . . . .688 Brown 620 Budd 748 Cavendish, .... 112 Durnham 198 Hobson 689 Kelsey 107 Knox 469 Martin 793 Mole, 803 XVUl TABLE OF CASES IN AMERICAN NOTES. Brown v. Paul, . Brown v. Ricketts, Brown V. Wallace, Whiteway, . Witter, Browne v. Stoughton, Browning v. Headley, . . 593, Bruce v. Child, . Bruch V. Lantz, . . 220, 223, Bruen v. Hone, . Bruin v. Knott, . Brumby v. Langdon, . Brunson v. Hunter's Adm' Brush V. Ware, . Bryan v. Bradley, Bryan, . Bryant v. Craig, . Russell, . 65, 473, Bryson v. Nichols, Buchanan v. Mallock, Buck V. HoUoway, Lord St. Vincent, Pike, . Buckler V. Lafferty, . 222, 223, Buffalow V. Buffalow, . . 214, Bufordv. McKee, Bugbee v. Sargent, . Bull V. Bull, . 88, 91, 485, 660, Bulkley v. Bulkley, . De Peyster, Bunbury V. Bunbury, . Bunco V. Vandergrift, Bunner v. Storm, . . 319, Bunn V. Winthrop, Burbank v. Whitney, . Burrell v. Leslie, Burrill V. Sheill, . Burke, Matter of, Burley v. Evelyn, Russell, Burr V. McEwen, 626, 627, 703 Sim, . 175, 196, 329, 334 Smith, . . . 107, Burrows v. Ragland, . Jennings, . Burt's Est., Re, . Burt V. Cassety, . Burton V. Mount, . . 558, Smith, . Bush V. Bush, . . 231, 379, Golden, . Bute (Marquis of) v. Harnum Butler V. Haskill, Hicks, . Stevens, Butterfield, Ex parte, . Butterwick Free School, R Butts V. Genung, Bybee v. Thorp, Byrne v. Norcott, Stewart, . Van Hoes'en, PAGE 84, 578 532, 796 . 704 339, 343 . 206 . 563 598, 601 240, 241 481, 770 . 206 . 579 . 392 . 93 . 234 . 324 . 588 . 533 478, 837 . 187 . 209 750, 749 . 519 125, 132 78'4, 788 217, 225 . 114 . 513 721, 722 . 238 . 270 . 52 . 427 699, 716 111, 113 . 661 . 473 523, 544 . 579 . 175 . 198 826, 832 688, 695 183, 656 . 207 . 475 . 401 . 748 560, 561 . 702 762, 765 . 748 . 563 210, 240 . 789 744, 748 . 781 . 669 . 829 . 573 . 817 . 605 . 569 Cadbury v. Duval, Cafe V. Bent, Cahite v. Bigger, Caines v. Grant's Lessee, Cairns v. Chabert, Caldwell v. Carrington, 380, 481, 485, 513 . 557 . 680 . 129 566, 837 230, 753 Caldwell V. Taggart, , Williams, . 113, Callaghan v. Hall, . . Callender v. Cplegrpve, Calhoun v. Calhoun, King, Callis v. Ridout, Calloway v. Witherspoon, Callura V. Upton, Calmer, Ex parte, Calvert's Lessee v. Eden, Campbell v. Drake, . Hamilton, Johnston, . 220, Penn. Ins. Co, Williamson, Camp v. Forrest, Canoy v. Troutman, Capeart v. Huey, Caperton v. Collison. Caplinger v. Stokes, . . 126, Sullivan, Carey v. Callan, Carleton v. Banks, . . 584, Carlisle's App., Carmichael v. Hughes Came v. Brice, Carow V. Mowatt, Carr v. Bob, Carrington v. Manning, Carroll v. Connett, 'Lee, . Remick, Carson v. Murray, Carter v. Carter, . 305, 587, Cutting, Jones, Robinson Rolland, Taggart, Cary v. Turner, Casbord v. Ward, Casey's Lessee v. Inloes, Cassel, Ex parte, Cassidyv. McDaniel, Caston V. Cunningham, Casy V. Colvin, Caters v. Le Roy de Chamont, Cathcart v. Robinson, Catlin V. Eagle Bank, Caton V. Ridout, Caulfield v. McGuire, Cawthorne, Re, Cecil V. Korbman, Chahoon v. HoUenbach, Chalmers v. Hack, Chamberlain v. Thacker, Thompson, 327, Chambers v. Chambers, Maudlin, Champlin v. Champlin, Laytin, Chaney v. Smallwood, Chandler v. Hill, Chaplin v. Givens, . 305, 306, Moore, Chase v. Lockerman, , 246 Chaudron v. Magee, . Chauel V. Villeponteaux, Chauncey v. Crutchfield, Cheshire v. Cheshire, Chester v. Greer, PAGE . 797 114, 470 . 807 239, 240 . 612 . 770 . 275 . 215 . 409 . 538 . 325 . 127 . 388 223, 702 . 784 . 533 . 746 387, 393 806, 826 . 806 219, 220 . 602 131, 133 585, 587 . 269 . 579 . 620 . 807 . 373 479, 485 427, 762 . 609 . 459 . 621 588, 621 . 532 . 797 . 819 573, 574 . 606 . 206 . 62 . 62 832, 837 760, 797 . 103 . 703 . 476 . 123 . 57 . 620 . 566 . 794 . 829 387, 736 . 54 . 795 344, 352 . 559 268, 387 621, 699 . 201 . 246 . 477 313, 837 . 578 532, 793 . 746 . 688 . 236 550, 765 . 221 TABLE OF CASES IN AMERICAN NOTES, XIX er, Chesterfield v. Jansen, Cheaterman v. Gardner, Chew's Estate, Chew V. Barnett, Com. of Southwark, Child V. Bruce, Chiler v. Woodson, . Chisledon v. Newton, Chittenden v. Chittenden, Choteau v. Jones, Christ V. Diffenbach, . Christ's Hospital v. Graingi Christie v. Bishop, Christmas v. Mitchell, Christopher v. Carrington, Christophers v. White, Christy v. Flemington, Chronister v. Bushey, Church V. Ins. Co., . Sterling, Church Building Soc. v. Barlow Churchill v. Dibbin, . Cincinnati v. White, . City Council v. Page, Clagett V. Hall, . Clapper v. House, Clark V. Barnham, Clark, . Cooke, . Hackethorne, Partridge, Riddle, . Lott, . McCreary, . Minott, . Sawyer, Saxon, . Wyndham, . Clarkson v. De Peyster, Morgan, . Clay V. Hart, Irvine, Clemens v. Caldwell, . Clevenstine's App., . Clifton V. Davis, . Haig, . Clove V. Martin, . Coates Appeal, . Coats V. Robinson, Cobson V. Blenton, Cochran v. Cochran, . O'Hern, . Codwise v. Golston, . Coggeshall v. Pelton, . Cogswell v. Cogswell, Colby V. Kenniston, . Coleman v. McKinney, Lyman, • Wooley, . Collins v. Carlisle, Hoxie, Ladenberg, . Robins, Rudolph, Colmer v. Colmer, Colt V. Lesnier, . Colton V. Ross, . " . Columbia Bridge Co. v. Kline Combry v. McMichael, Com. V. Forney, . Martin, . PA BE 311 750 269 757 427 220 75 388 107, 663 . 748 234, 236 662, 682 . 231 248, 751 . 470 . 839 . 479 . 783 . 223 71, 126 . 664 . 620 . 654 . 746 435, 770, 803 . 198 . 124 . 434 . 584 . 230 . 236 501, 686 . 113 . 598 64, 776, 777 . 207 59, 359, 549 608,610,617 . 618 . 747 . 688 . 605 275, 533 . 610 . 216 . 64 . 716 . 96 613, 618 . 387 566, 790 . 583 473, 475, 491 . 183 198, 532, 551, 565, 566, 626 . 749 . 699 . 237 613, 617 87, 95, 72] 68, 807 613,618 485, 493, 495 . 610 . 687 . 233 . 207 . 60, 339, 352 . 689 . 67 Com. v. Mateet, Nase, Schaeffer, Morris, 131, 544, Commeyerv. United German Churches, 64 Commiss V. Walker, ... Comm. of Donations v. Wybrants, Condy v. Adrian, Conger v. Ring, . Congregational Church v, Congreve, Ex parte, . Conklin v. Egerton, . Conkling v. Washington University, Connah v. Sedgwick, . Conner v. Lewis, New Albany, Conolly V. Lord Howe, Conrad v. Conrad, Conroe v: Birdsale, Contee v. Dawson, Conway v. Green, Cooke V. Crawford, Cook V. Kennedy, Lamotte, Williams, Coomhs V. Jordan, Coonrod v. Coonrod Coope v. Carter, . Cooper V. Cooper, Day, . Whitney, . Copenheaver v. Huffaker Copeland v. Marine Ins. C Corbin v. Wilson, Corlies v. iLittle, . Corning V. White, Cornwise v. Bourgum, Corry v. Caxton, Corson v. Craig, . Coryell v. Dunton, Costabadie v. Costabadie, Coster v. Griswold, . Cotton V. Clarke, Cotton, Courtenay v. Courtenay, Cousen, Ex partte, Coutant V. Servoss, . Schuyler, . Covenhoven v. Schuyler, Covington v. Mclntyre, Cowles v. Brown, Cowling V. Douglass, . Cox V. Walker, . Coykendall v. Rutherford, Cozine v. Graham, Cradock v. Piper, Crafton v. Frith, . Craig v. Craig, . Leslie, . Radford, Cram v. Mitchell, Crane v. Concklin, Cravpford v. Bertholf, Crishholm v. Starke, Crocheron v. Jacques, Crockett v. Crockett, Maguire, Crompton v. Vasser, Crook V. Turpin, Crop V. Brown, Crosby v. Huston, Cross v. Petrie, Crost v. Arthur, PAGE . 316 . 187 568 57 682 550 789 62 781 688, 689 501 470 135 387 235 500 198 770, 803 . 222 . 400, 401 . 609 . 217, 227 . 372 . 481 . 513, 546 . 767, 770 . 357, 770 274, 280, 769 . 469 . 746 223 576, 577, 57'9, 580 . 319 . 473 . 573 . 748 . 65 . 618 . 84, 716 . 210 817, 819, 830 . 557, 558 . 282 . 781 . 380' . 76; . 558^ . 559' 716, 722, 723: . 378 386, 387, 428 . 688 . 77 . 839 54, 664, 665 271, 275, 686. 67, 175, 195, 196- 64 223 215 . 243 . 550 . 59 83, 84 . 245 . 113 587, 589 . 577 263, 748 . 650 . 141 211, XX TABLE OF CASES IN AMERICAN NOTES. PAGE Croxten, Ex parte, . . . 806, 827 Croyden's Trust, Re, . . .794 Crozier v. Young 141 Cruger V. Cruger, .... 618 Halliday, . 271, 281, 310, 811 Hayward 578 Cruise v. Christopher, . . . 214 Crutchfield, Ex parte, . . .568 Cryder'sApp 498 Gumming v. Pollock, . . . 617 Cummings v. Williamson, . . 499 Cummins v. Cummins, 304, 492, 540, 759, 760 Cunningham v. Antrobus, . . 597 Fithian, . . .206 Pell, . . .764 Curren v. Hart, .... 744 Currie v. Steel, . . . .204 Curry v. Falkington, . . . 605 Curtis V. Engel, . . . .617 Fulbrook, . . . 692, 699 Mundy, . . . .744 Murphy 748 Cushey v. Henry 243 Cushing V. Ayer, .... 747 Cutler's Trust, Re 591 Cutter V. Griswold 141 Cuyler v. Brant, . . . 129, 373 D. Dabney v. Manning, , . 334 Daggelt V. Lane, . 220 Dale V. Hamilton, , 78 Dallam v. Filler, 270 471 Warapole, 618 Dalton's Settlement, Re, . 578 794 Dalzell V. Crawford, 481 482 Dana V. Bank of U. S., 57 Dane v. Allen, 598 Daniel v. Daniel, , 387 Daniell v. Mitchell, . 206 Darlington v. McCoole, 113 Darwin v. Hanley, 470 Darrah v. McNair, 169 381 Darrington v. Borland, 486 Dartmouth College v. Woodwar Dashiell v. Att.-Gen., . 10 d, : 57 7, 183 185 Davantv. Guerard, . 273,30 1, 387, 649 Davenport v. Prewelt's Adm., 602 Davidson, Re, 278 V. Graves, 72 Proctor, 101 Davies, Matter of, 278 Davis's App., . 702 704 Davis's Est., 484 Davis v.. Anderson, 469 Cain, 610 Child, . 50 Davis, . 807 Harkness, 573 Howcott, 698 James, 206 Johannot, 570 McNeil, 809 Mason, 583 Newton, 588 Richardson, 99 Roberts, 573 Simpson, 220 Tingle, '. 198 774 PAGK 789 Davis v. Wright, Davoue v. Fanning, 220, 690, 784, 788, 789 Dawes v. Betts. Howard, Dawson V. Dawson, 59,81, Day V. Day, Deaderich v. Cantrell, Deadarich v. Watkins, Dean v. Dean, De Armand v. Phillips, Deatly v. Murphy, De Barante v. Gott, . De Beil v. Thompson, Debell v. Foxworthy, De Bevoise v. Sandford, Decouche v. Savetier, Dedham Bank v. Richards, De Forest v. Bacon, . DehufFv. Turbitt, De Klyn v. Watkins, Delafield v. Anderson, Golden, . Delamater's Est., Delany v. Hutchinson, Delaplaine v. Lawrence, Demarree v. Driskill, . Den v. Allen, BolJon, . McKnight, Van Ness, Denning v. Smith, Dennison v. Gcehring, 11 High, . Denston v. Morris, De Peyster v. Clarkson. Clendinning, Ferrers, Gould, . Devey v. Thornton, Devingly v. Norris, Devinney v. Reynolds, De Walt y. Covenhoven Dewey v^ Adams, Littlejohn Dewitt V. Eldred, Dexter v. Arnold, Dey V. Dunham, . Dias V. Brunell, . Dick V. Pitchford, Dickerson's App., Dickerson v. Dickerson, Dickinson v. Codwise, Dickson's Trust, . Dickson v. Miller, Montgomery, Dietterich v. Heft, Diffenderfer v, Winder, Dillard v. Dillard, Crocker, Tomlinson, . Dimes v. Scott, . Dimmock v. Bixby, Dinsmore v. Biggett, . Ditchen v. King, . Dobbins v. Stevens, . Dobson V. Racey, Scott, . Doe V. Burrough, Cafe, 697 579 13,243,274,605 807, 826 433, 434, 435, 544 . 210 70,71,77 . 206 . 213 . 59 . 515 . 747 220, 783, 845 372 Clandge, 327, 328, 339, 341, 343, 348 Courlnay, . . . .705 Davies 350 . 476 . 472 . 790 53 . 210 . 807 . 789 . 129 . 704 . 141 169, 501 . 680 230 . 357 . 753 1, 113, 126, 458 . 599 . 238 532, 805 274, 336, 558 . 425 . 125 813, 824 . 225 . 699 . 618 . 470 . 470 . 601 . 391 . 749 758, 759 568. 608, 845 . 380 . 77 126, 586 . 567 . 618 . 107 . 533 532, 533 . 141 . 125 . 532 . 555 . 793 352, 355 . 54 . 225 . 237 . 559 . 705 329, 343, 344 TABLE OF CASES IN AMERICAN NOTES. XXI 480, Bank Doe V. Ferrand, . Hole, Harris, Hughes, . Langdon, . Lewis, Lord Kensington Phillips, . Robinson, Rushman, Stephens, . Williams, . Willis, . Dodson V. Simpson, Doggelt V. Emerson, Dold V. Geiger, . Dole V. Lincoln, . Donalds V. Plum, Donaldson v. West Branch Donnington v. Mitchell, Donohoe v. Conrahy, Doolittle V. Morris, Dorsey v. Clarke, Dorsey, Gilbert, Dorland v. Dorland, Dorr V. Wainright, Doswell V. Buchanan, Doty V. Mitchell, Douglass V. Andrews, CoDgreve, Russell, . Dow's Petition, Re, . Dower v. Fortner, Downe tViscountl v. Morris Downer v. Downer, Downman v. Rust, Doyle V. Sleeper, . Teas, . D'Oyley v. Loveland, . Drane v. Bayliss, Gunter, . Drayton v. Drayton, . Grimke, Drever v. Mawdesley . Drew V. Earl of Norbury, Drum V. Simpson, Drummond v. Attorney-General, Drury v. Connor, Scott, . Duberly v. Day, . Dubose V. Dubose, Duckett V. Skinner, . Dudley v. Bosworlh, . Duffy V. Calvert, . Duke V. Fuller, . Dumond v. Magee, Dunbar, Re, Duncan v. Fower, Dundas v. Biddle, Dunkley v. Dunkley, . Dunlap V. Dunlap, Gibbs, Mitchell, . Dunn V. Chambers, . Keeling, Dunscombev. Dunscombe, Duncome v. Levy, Dunwoodie v. Reed, . Dupont V. Johnson, Dupre V. Thompson, . Durant v. Ritchie, 500,501, 359, 363, 690 369 123 705 359, 376 . 692 123 705, 706, 707 705, 706 . 669 . 233 206, 238, 239, 240 . 599 . 77 357, 790 . 601 . 605 . 75 . 689 71,75, 125,133 223 PAGE . 705 705, 706 . 664 570 690 271 231 612 579 555 52 570 206 64 712 508,510, 512 125, 126, 141 49, 751 . 481 . 688 272, 313, 399 . 691 . 689 528, 536 . 746 76, 392 . 680 . 246 . 620 597,600, 603 . 483 . 570 136, 143 697, 738 660, 667 . 595 . 79 . 129 59, 407 588, 590, 593 . 186 . 238 . 223 . 221 486, 501 243,274,532,817 . 798 . 446 . 578 54, 111 . 325 696 PAGE Durant v. Salley, . . . .601 Dutch Ch. V. Mott, . . . .358 Duval V. Craig, 397 Farmers' Bank, . . . 596 Dyas V. Cruise, 705 Dyer v. Potter 806 Dyoti'sEst 532 Dyott V. N. A. Coal Co., . . .612 Dwight V. Pomeroy, .... 236 E. Eagle Fire Co. v. Lent, ... 55 Easton v. Carter, .... 304 Eckford v. DeKay, . . . 538, 568 Edgar v. Donnelly, .... 126 Edgington v. Williams, . . . 141 Edmonds v. Cranshaw, . . 222, 434 Edmondson v. Dyson, . . . 458, 465 Edwards v. Jones 120 Roberts 237 Egbert v. Brooks, . . . .832 Eichelberger v. Barnitz, . . . 559 Elcock V. Mapp, . . . 163, 165 Eldridge v. Jenkins 202 Eliolt v. Merryman, .... 481 EUett v. Paxson 703 Elliott v. Armstrong, 71, 126, 132, 134, 357 380 Cornell, . . . .234 Elliott, 772 Hart 141 Lewis, .... 427, 762 Ellis V. Amason, .... 652 Baldwin, . . . .600 Maxwell, . . . .563 J^immo, 113 Ellison V. Ellison 115 Elwin 599, 604 Woods, . . . .559 Elmendorfv. Taylor, . . 240,377,378 Elms v. Hughes 600 Elwin V. WiUiams, . . . .599 Ennis v. Leach 397 Ensley V. Ballentine, . . 125,127,132 Enos V. Hunter, . . . . .131 Epley V. Witherow 744 Episcopal Church v. Wiley, . . 53 Erickson V. Willard, . . . 84,95 Ervine's App., - 698 Erwin v. Parham, .... 210 Escheater v. Smith 64 Esham v. Lamar, .... 211 Eshelman v. Shuman's Adm., . . 598 Es()ey V. Lake, , 217 Etty V. Bridges, .... 651, 652 Evans's Estate, 434 Evans v. Brown, .... 64 Davis 68 Ellis 224 Hillier, 519 Inglehart, . 520, 556, 558, 559 Jones, 748 Knorr 609, 610 Scott 517 Everett, Re, 794 v. Winn 797 Evertson v. Toppan, .... 789 Ewing v. Furness, .... 806 Higbee, . . . .704 Smith 612 xxu TABLE OF OASES IN AMERIOAN NOTES. PASE Eyre v. Countess of Shaftesbury, . 574 Eyrich V. Hetrich, . 59,304,311,568 F. . 256 . 64 233 53, 67, 129 . 278 . 210 . 62 745, 748 204, 238, 373 240, 785 . 809 . 573 . 806 . 334 Fears v. Brooks, 608, 609, 610, 611, 613, 615 Fag^'s Trust, Re Fairfax v. Hunter, Fambro v. Gantt, Farley v. Shippen, Farmer, Re, Farmer's Bank v. Douglass, Farmers' Loan Co. v. The Peopl( Farnswflrth y. Childs, Farnum v. Brooks, Farr v. Farr, Sheriff, . Farrance v. Wiley, Farrier v. Cairns, Fay V. Fay, Fellows V. Tann Felton V. Hunter, Fenwick v. Chapman, Greenway, Feoffees of Heriot's Hospital v Ferguson v. Applenhite, Ferguson, Franklin, Ferraby v. Hobson, Ferebee v. Proctor, Ferris v. Brush, . Henderson, Fetters v. See, Field's Settlement, Re Field V. Field, . Arrowsmith, Lonsdale, Schieffelin, Wilson, . Finden v. Stephens, Findlay v. Patterson. . Findley's Lessee v. Riddle Finley v. Jones, Finney v. Cochran, Fish V. Howland, Miller, . Fisher v. Fields, Filbert, Fisher, Knox, . Taylor, Worth, Fisk V. Sarber, . Fitch V. Ayer, . Weber, . Filler v. Maitland, Fitts V. Hall, . . Fitzgerald v. Peck, Fitzsimmons v. Joslin Fitzpatrick v. Bent, 238 78, 608 245 486 547, 817 683 796 . 206 . 64 . 627 . 685 592 239, 240 . 238 794, 830 . 680 65, 243, 274 137, 151 233, 569 238, 240 . 95 . 218 . 458 . 806 . 372 794, 797 . 772 82, 83, 344 . 610 . 566 . 652 . 568 , 473 223, 639, 788 611 158, 175, 196 471, 484 . 198 . 204 . 201 . 235 Flagg V. Mann, 71,77, 133,231,744,749, 750, 757, 766 Fletcher, Ex parte, .... 794 V. Peck, . . . .231 Fleming V. Burgin, .... 748 Donahoe, . . 70, 71, 136 Townshend, . . .123 Flint V. Clinton Company, . . 304, 305 Warren, . 109, 158, 196, 656 Flory V. Becker 599 Floyd V. Barker, . . . 187, 829 Floyd V. Johnsori, Flowers v. Franklin, Flouray v. Johnson, Fogg V. Middleton, Foley V. Burnell, Foote y. Colvin, . Forbes y. Peacock, Ford V. Herron, . Garthen, Forrest y. Warrington Forsyth v. Clark, Fort V. Burch, . Gooding, Fortescue v. Barnett, Forward v. Armstead, Foster v. Crabb, Craig, . Crenshaw, Goree, . Trustees, Foscue V. Foscue, Fowke V. Slaughter, Fowler y. Reynall, 524, Foxhall, Re, Fox y. Cash, Phelps, . Fozier v. Andrews, Franklin y. Creyon, Osgood, Frauenfeldt's. Estate, Frazier v. Frazier, Brownlow, Freeman v. Cook, Deming, Freeman, Fairlee, Hill, . Kelly, Tompkins Freeport v. Bartol, Fremington School, Re, French v. French, Freto y. Brown, . Frost y. Beekman, Frothingham y. Stacker, Fry y. Fry, . Furman y. Coe, . Pulham, Fulham, Re, PAtJE 499 559 358 111 468 125 500, 501, 513, 740 . 210 487, 489 . 598 134, 235 . 755 . 790 . 120 . 113 . 384 . 690 . 493 263, 704 125, 134 372, 373 . 133 540, 542, 763, 764 . 270 . 373 . 518 819, 824 . 586 . 428 . 599 65, 187 . 618 569, 766 . 231 . 77 . 583 . 380 132, 134 835 . 78 . 669 216, 324 . 578 231, 754 . 748 . 71 572, 837 . 819 . 278 817, 204 126, G. Gable v. Miller, . Gabriel y. Sturges, Gadsden, Ex parte, . Gaffee's Trust, . Gage y. Rogers, . Gaines v. Chew, . Galbraith v. Elder, . Gale's Petition, . Gallatin y. Cunningham, Gallatian y. Erwin, Gallego y. Alt.-General, Gallion y. McCaslin, . Gait y. Dibsell, . Galluchal, Ex parte, . Gardner v. Astor, Gardner, . Heyer, . Marshall, . Gardiner y. Fell, . 680 . 811 639, 342, 344 608, 614, 615 . 806 . 124, 207 . 639, 788 . 275 . 219 754 183 753 112 273 357 481,485,486, 617 68 593 54 107, \ TABLE OF CASES IN AMERICAN NOTES. XXlU PAGE . 570 458, 459 . 806 233,481,493,740 532, 533 112, 472 Garland V. Loring, Garner v. Garner, Strode, Garnett v. Macon, Garniss v. Gardner, Garrard v. Lord Lauderdale, Tuck, Garrett v. Carr, . Garrett, Gary v. May, Gasque v. Small, Gasa V. Wilhite, . Gassett v. Grout, Gast V. Porter, . Gay V. Ballow, . Genet v. Talmadge, Gest V. Frazier, . Geroe v. Winter, . Getman v. Beardsley Geyer v. Branch Bank Glieen v. Osborne, Ghost V. Waller, . Gibbes v. Smith, . Gibbs V. Cunningham Marsh, . Gibson's Case, Gibson v. Armstrong, Toner, Gibler v. Trimble, Giddings v. Eastman, Giles V. Grovey, . Gill V. Logan, McAltee, . Glenorchy (Lord) v. Bosville, Gochenaur v. Froelich, Godley v. Taylor, Godmanchester Gram. School, Re, Going V. Emery, 107, 183, 500, 667, 686 Gomez v. Tradesman's Bank, 66, 78, 126, 131 359, 363, 367, 373, 379 533 126, 765 . 479 . 211 107, 663 . 588 . 698 . 578 569, 570 210, 216 . 691 806, 807 . 610 565, 566 . 530 274, 769 702, 703 8fi 299, 703 . 185 . 702 747 789 62 339 749 458 715 398 669 746, 786, Good V. Harris, . Goode V. West, . Goodell V. Freed, Goodhue v. Barabell, . Goodrich v. Downs, . Staples, . Goodwin v. Gosneli, . Moore, Gowing V. Rich, . Gordon's App., . Gordon v. Atkinson, . Preston, Gore V. Knight, . Gosling V. Carter, Gott V. Cook, Gould V. Gould, . Gouverneur v. Elmendorff, Titus, . Gower v. Grosvenor, . . Steiner, Glanville (Earl) v. McNeile; Glasgow V. Sands, Coll. V. Att.-Gen, Glass V. Ramsey, Glasscock v. Minor, . Glaze V. Drayton, Glen V. Fisher, . Glenn v. McKim, Randall, Grace v. Webb, . Grace y v. Davis, . Graff V. Castleton, 501 609, 612 . 794 . 235 . 246 . 469 . 198 . 764 . 602 . 141 . 380 175, 196 . 499 . 620 690, 740 575, 726 207, 237 . 235 . 806 . 468 . 235 . 261 . 605 656, 680 . 826 . 202 . 243 . 515 433, 434, 435 . 125 567, 568 . 473 . 233 Graham v. Austin, Davidson, Graham Lambert, Little, Samuel, Torrance, Grant, Re, . V. Duane, . Hook, . Thompson Van Schoovenhoven Grantland v. Wright Granville (Earl) v. McNeile, Gratz V. Cohen, . Prevost, Grave v. Shaw, . Graves v. Dugan, Gray's Est Gray v. Fox, Hill, Lynch, . Thompson, . Wood, . Greedy v. Lavender, . Green v. Beatty, Greene v. Borland, Green v. Drinker, Folgham, Green, . Morse, . White, . Slayter, Thompson, . Winter, Greenfield's Est., Greening v. Fox, (5reenleafv, Queen, . CJreenwood v. Eldridge, Gregory v. Marks, Smith, Gridley v. Andrews, . Griffin v. Graham, Macauley, . Griffith v. Chew, ' Griffith, 59^ PAGE . 434 373, 434 . 338 78, 111 . 699 . 748 . 373 . 58 . 391 . 481 . 56 . 618 . 397 . 688 . 215 . 373 . 704 . 134 . 601 521, 540 . 472 835, 837 . 532 597, 235 588 . 388 . 255 . 748 . 52 . 621 . 477 . 746 . 746 210, 214 626, 789, 823 111,217,227 533 301, 702, 703, 802 236 600 104 508 107, 183, 656, 662 627 244 231, 243, .610, 745, 77, Van Haythusan, GrifTitts V. Cope, . Ricketts, . Grimstone v. Carter, . Griswold v. Penniman, Smith, Groton v. Ruggles, Grout V. Van Schoonoven, Groverman v. Diffenderfer, Groves v. Groves, Guerrant v. Fowler, Gunler v. Thomas, Guphill v. Isbell, Guthrie v. Gardner, Guyer v. Maynard, Guyton v. Shane, H. Habershon v. Varden, . . . 659 Hadden v. Chorn, . . . 654, 680 Hadley v. Hopkins's Academy, 107, 183, 682 Latimer, .... 214 . 761, 796 107, 673, 682 11 749 598 749 272 54 606 130 53 204 387 137, 141 334, 686 . 808 XXIV TABLE OF CASES IN AMERICAN NOTES. Hadley's Trust, . Hadow V. Hadow, Hafner v. Irwin, . Hagthorp v. Hook, Haines v. O'Connor, Hake v. Fink, Haldenby v. Spoflfbrth Halford v. Stains, Hallett V. Collins, 237, 238, 240, Hallett, Thompson, Hall's Charity, Re, Hall V. Austin, . . . 762, Dennison, Franck, . Irwin, Hugonin, . Macdonald, Sayre, Thompson, Timmons, Halliday, Re, Halsey v. Whitney, Van Amringe, Halsfead v. Bank of Kentucky, Hamberlin v. Perry, . Hamersly v. Lambert, Hammersley v. Smith, Hamilton v. ^ishop, . . 586, Hampshire v. Bradley, Hanly v. Sprague, Hannum v. Spear, Hancock v. Minot, Handly v. Snodgrass Hanson v. Keatmg, Harder v. Harder, . . 131 Hardin v. Baird, . Bond, . Harding v. Glyn, Hardy, . . 206, Randall, Hardy v. Cole, . Skinner, Summers, Hardwick v. Hook, Hargood v. Wells, . . 273 Harnett v. McDougal, Harlan v. Brown, Harland's Accounts, Harland v. Bink, . Harper v. Reeves, Harrington v. Brown, Harris's Will, Re, Harris v. Arnold, Barnett, Carter, . Fly, . Williamson, Harrisburg Bank v. "Tyler, Harrison v. Harrison, 89, 92, 95, Howard, . Lemon, . McMennomy, Mock, . . 223 Harris v. Poyner, Harrison v. Rowan, Warner, . Harrod v. Faunlleroy, Hart V. Ten Eyck, . . Hariman v. Bowdal, . Harton v. Harton, , PAGE 274, 307 84, 578 . 469 751, 757 131, 135 . 601 . 762 519, 563 757, 789 . 796 . 568 668 764 483 . 818 . 688 597 . 506 . 611 . 203 198, 774 763, 409, 410 470, 472 827, 830 . 231 187, 207 . 67 . 608 610, 612 . 819 . 756 . 481 . 493 . 532 . 583 132, 135 . Ill . 78 . 95 213, 214 . 201 . 806 . 470 . 750 . 790 573, 574 615, 617 . 699 . 533 . 112 . 748 . 223 . 829 . 748 76,79 . 746 . 508 . 200 126, 132 101, 300, 770 . 235 56, 215 . 75 483, 525 561, 565 . 793 . 806 . 240 . 767 . 599 . 343 PAGE _ , 277 '. 814 539 . 392 '. 487 508 . 685 _ , 483 237 .' 605, 832 835 473 434 ; '. 481 513 . 584 611 '. '. 392 799 Hartwell's Will, Re, . Hartzell v. Brown, Harvard College v. Amory Harvey v. Alexander, Hasenclaver v. Tucker, Haskell v. House, Hastings v. Baldwin, . Hatfield v. Montgomery, Hatton v. Weems, Haughton v. Davis, Hauser v. Lehman, Shore, Haviland v. Myers, Hawkins v. Coulton, . Hawkins, Hawley v. Cramer, 222, 223, 224, 236, 784 James, 53,54.175,176,185,338, 515, 518, 691, 716, 793, 832 Ross, . Haxall's Exr's v. Shippen, Haxtun v. Corse, Hays, Ex parte, . V. Heidleberg, . Hayes v. Jackson, Good, . Kershaw, Hay ward v. Hay ward, . Haywood v. Craven, . Gurley, . Heager's Executors, Re, Hearn v. Crutcher, Heath v. Knapp, . Heathman V. Hall, West, Heatley v. Finster, Heck V. Cllppinger, . Hedges v. Riker, Heistner v. Fortner, . Helferistrine v. Garrard, Helms V. Franciscus, . Helm V. Hardin, . Helsey v. Western, . Hemphill's App., Henderson v. Henderson, Hoke, . Kennicott, Peck, . Vaulx, . Hendrickson v. Dean, . Hennershitz' Estate, . Hennessey v. Andrews Henry v. Morgan, Henson v. Kinnaird; Herlell v. Bogert, Hester v. Hester, Wilkinson, Heth v. Richmond R Hey's Will, Re, . Heyer v. Burger, Heyward v. Cuthbert, Hickey v. Young, Hickling v. Boyer, Hickman v. Stout, Higgins v. Joyce, Higne v. Batte, . Hill v. Edmonds, Hill,. Josselyn, . Hillegas v. Hillegas, 270, 280 . 565 . 707 574, 577 475, 491 169, 493 240, 373 111, 113,114 . 598, 602 184 71 639, 788, 789 . 483 400, 404 . 609 . 610 . 746 . 610 . 695 . 380 . 324 593, 595, 606 794 493 523, 539,542 52 125 517 703 550 680 171 748 Western Bank, 470, 474, 484 83, 232, 387, 752 . 111,377 . 233 183, 689, 826 . 593, 650 Co., 538, 765, 767 . 794 . 621 . 579 . 131 . 565 . 238 . 204 . 753 . 585 169, 584 . 428 . 703 TABLE OF CASES IN AMERICAN NOTES. XXV Hillyard v. Miller, Hilton V. Giraud, Hinchman v. Emaus, . Hind's Est., . Hine v. Dndd, Hines v. Spruill, Hinves v. Hinves, Hitchcock V. Bank of U. S, Clendennin, Hite V. Hite, , . Hoare v. Harris, . Hobert v. Andrews, . Hobby V. Allen, . Hockenbury v. Carlisle, Hodge V. Atty.-Gen., Hawkins, Hodger v. MuUiken, . Hodgson's Settlement, Re Hoes V. Van Hoeson, . Hogan V. Hogan, Hoge V. Hoge, Hoghton V. Hoghton, . Holbrook v. Waters, . Holden V. Durbin, Crawford, . Holdridge v. Gillespie, Holliday v. Coleman, . Sommerville, Hollingshead v. Allen, Hollisv. Hollis, . Holmes v. Nesh, . Holt V. Dewalt, . Homer V. Shelton, Hone V. Van Shaick, . Honnor v. Morton, Honore v. Blakewell, . Hood V. Bridport, Fahnestock, . Hoopes V. Dundas, Hoover v. Hoover, . 485, Samaritan Soc, Hope V. Johnson, Hopkins V. Gerrard, . Ray, . Turnpike Co., Ward, Horrey v. Glover, Horsley v. Forcett, Home V. Lyeth, . Hon V. Sorrell, . Hosack V. Rogers, 274, 475, Hoskins v. Miller, Hospital V. Amory, Hotchkiss V. Fortson, . Houck V. Houck, Houlditoh V. Donegal, Hough V. Richardson, Houghton V. Davis, . Ex parte, . Hovey v. Holcomb, . How v. Camp, . Ruxton, . Howard v. Edgell, Ins. Co. V. Halsey, V. Moffett, Howe V. Earl of Dartmouth, Howe, . Howel V. Baker, Howell V. Edgar, Howell, James, PiSE 564, 662 73, 664 199, 204 . 601 . 748 479, 485 . 566 . 336 . 595 . 515 . 397 . 473 584, 597 . 225 . 62 . 533 392, 790 262, 277 493, 497, 508 . 187 . 208 204, 217, 218 . 599 . 302 . 211 639, 788, 789 . 550 . 511 . 79 . 125 . 210 430, 746 . 558 . 772 . 599 . 751 . 569 230, 749, 752 . 568 510,513,514 . 619 . 334 . 749 . 484 . 57 . 386 549, 558, 559 . 796 . 458 . 620 506, 803, 808, 826, 827 . 605 . 255 . 215 . 690 . 52 201,202, 237 . 797 . 127 . 71 . 230 . 573 . 210 . 752 . 606 550, 558 557,558, 561 133, 208 . 469 550, 602 . 53 PAGE Howell V. Ransom, .... 224 Whitechurch, . . .207 Hower v. Geesaman, . . . 387 Howland v. Fish 796 Howley v. James, .... 54 Hoxie V. Carr, 124 Hoyle V. Stowe, .... 705 Hoyt V. Hilson 572 Hubbard v. Goodwin, ... 67 Hudgin V. Hudgin, .... 486 Hudnal v. Wilder 123 Hudson V. Hudson, . . 222, 223, 373 Maze 484 Wadsworth, . . . 550 Huff, Ex parte 523, 697 Httger V. Huger, .... 570 Hughes V. Caldwell, . . 272, 400, 406 Edwards, . . . .748 Evans, .... 162 Wells, . . 244, 380, 618 Hull V. Harris, 759 Humber v. Rector of Trinity Church, 238 Hulme V. Tennant, 586, 607, 609, 611, 613, ' 618 Hundley v. Mount 748 Hunt V. Bass, . . 222, 692, 698, 784 Booth, 610 .Crawford 387 Hadden 688 Hamilton, .... 207 Moore, . . . .201, 790 Rousmanier, . . . 204, 235 Scott, 550 Watkins, . . . .559 Hunter v. Gibson 280 Hallett, . . .601, 605 Marlboro, . . .54, 131 Stingel 704 Huntley v. Huntley, .... 621 Hurst's Lessee V. McNeil, . . 325 Hurtt V. Fisher, . . . .701 Husband v. Davis 430 Huskinson v. Bridge, ... 93, 98 Huson V. Wallace, . . . 788, 789 Hussey, Ex parte, . . . 202, 279 Huston v. Moore, .... 163 Hutchings v. Smith, .... 599 Hutchins V. Hutchins, . . .819 Hutchinson v. Brown, . . 202, 2J5 Hutchinson, . . 126 Reed, . . . .762 Tindall, . 77, 214, 215 Hutton V. Duey, . . .621, 622 Weems, . . . 832, 835 Hynson y. Barton, . . 64, 776, 777 I. Iddings V. Bruen, . . . 770, 786 Ide V. Ide, 99 Imlay v. Huntington, . . 458, 459, 613 Ins. Co. V. Grant, .... 55 Smith, . . . 444, 651 Inge V. Forrester 612 Ingersoll v. Cooper, . . 273, 387, 649 Inglis V. Sailor's Snug Harbor, . . 662 Ingraham v. Regan, .... 238 Wheeler, . . . 469 Ingram V. Kirkpalrick, . . . 112 Phillips, . . . 745, 748 low V. Hodges, 335 XXVI TABLE OF CASES IN AMERICAN NOTES. Iredell v. Langston, . Irvin V. Smith, . Irving V. De Kay, Irwin V. Harris, . Keen, Robertson, . Isham V. Bennington Iron Co., Ives V. Davenport, Izard V. Izard, PAGE . 832 . 748 826, 830 . 789 . 477 . 237 . 748 . 701 . 72 71 612 . 125 . 746 . 99 . 685 . 688 744, 749 . 325 . 231 . 474 . 400 134, 137 326, 333 . 569 . 699 . 746 232, 748 . 698 136, 143 127, 358 . 325 . 358 . 380 Jackman v. Ringland, Jackson v. Andrews, Bull, Burr, Burtis, Caldwell, Gary, Caswell, Cornell, Delancy, Feller, Fish, Jackson, Jansen, Ketchara, Leek, Ligon, Matsdorff, Moore, Myers, Peirce, Post, Potter, Robbins, Seelye, Sharp, Sublitt, Summerville, Jacobs V. Locke, Jacot V. Emett, James v. James, . Johnson, Moray, Jamison v. Brady, V. Lindsay, Jameson v. Shelby, Smith, January v. Poyntz, Jaques v. Methodist Church, Weeks, Jasper v. Howard, Jencks v. Alexander, Jenison v. Graves, Hapgood, Jenkins v. Bodley, Eldridge, Pye, . Walter, Jenks' Lessee v. Backhouse, Jennings v. Davis, Jewett V. Palmer, Woodward, Johnson's Appeal, Johnson v. Ball, . Blackman, Cunningham, Dorsey, Johnson, 187, 219, 434, 551, 772, 845 . 99 . 125 . 748 602, 605 . 756 . 243 . 532 . 669 . 357 357 59, 585, 610 . 806 . 532 . 334 533 618-9, 620 . 744 . 612 124, 137, 141 . 126 . 223 754, 757 . 208 211, 218 . 535 . 426 338, 796 . 231 475, 826 270, 274, 769 78,81 . 220 . 392 702, 704 Johnson v. Humphreys, Lewis, Richey, Ronald, Tucker, Johnston v. Eason, Gwathmey, Lumb, Newton, Rowlands, Joice V. Taylor, . Jones, Matter of, Jones V. Adams, Jones' Appeal, . Jones V. Ball, Cole, . Dawson, Foxhall, How, Jones, . Lewis, . Loftin, . Maggs, . McKee, . MofFet, . Morrall,. Sherrard, Stockett, Strong, . Ward, . Wing, Whitbread, Jopling V. Dooley, Jordan v. Jordan, Hunt, . Joseph's Will, Re, Joyce V. Gunnels, De Moleyns Judson V. Gibbons, Julian V. Reynolds, Juvenal v. Jackson, Juzam v. Toulmin, K. 281, 31 PAGE . 372 . 767 . 767 . 71 . 798 . 692 . 751 . 620 528, 535 92, 94 . 201 3, 274, 282 . 207 433, 434 . 325 . 387 565, 829, 834 531,818 . 795 517, 633 . 521 . 702 515,519 . 208 . 319 . 531 . 566 1,793, 811 387 533 206 484 203 758 533 794 549 757 300, 306, 316, 321 222 231 202, 210, 238 Kane, Matter of, . . . . .578 V. Bloodgood, .... 372 Karrv.Karr 533 Kaufman v. Crawford, 521, 538, 568, 765 Kee V. Vosser, 620 Keim V.Taylor 392 Keisselbrock v. Livingston, . 235, 236 , Kekewitch v. Manning, . 115, 119, 120 Keller v. Keller, 598 Nutz 245 Kellet V. Rathburn 532 Kellog V. Connor, . . . .391 Kelly V. Lank, 484 Keltner v. Keltner, . . . .206 Kemp V. M'Pherson, . . . .513 Kennedy's Appeal, .... 837 Kennedy v. Fury 387 Kennedy, . . 214,235 Strong, . . 64, 776, 777 Ware, . . . 114,653 Kenny v. Udall, 55, 588, 591, 593, 595, 598 Kent V. Plummer, . . . 749, 750 Kenton v. Cobb, 137 Kerlin v. Campbell 185 Kerr v. Day 243 Snead, 533 TABLE OS CASES IN AMERICAN NOTES. XXVll PASE Kerrs v. Swope, . . 744, 748 Ketchum v. Ketchum, . 806 Keyser v. Stanisfer, . 680 Keysey's Case, . . 493 Kidder v. Kidder, . 127 Kidney v. Cousamaker, . 485, 491 Kimball v. Morton, . 72 Kimmell v. McRight, . . 141 Kincaid's Trust, . . 591, 593 King V. Cloud, . . 392,790 Donnelly, 243, 2T0, 274, 319 Hill, . 387 Mitchell, 163, 165, 167, 194 Mullin, . . 847 Phillips, . 304,315 Strong,.. . 187 Tevis, . . 744 WoodhuU, . . 107, 187 Kinnard v. Kinnard, . . 550, 558, 559 Kinsby v. Abbott, . 129 Kintzinger's Est., . 600 Kip V. Bank of New York, 64, 776, 777 778 Deniaton, 434 Kirby v. Schoonmaker, . . . 474 Taylor 772 Kirkman v. Booth, . . . 762, 839 Kirkpatriok's Trust, . . . 525 Kirkpatrick V. McDonald, 72, 77, 111, 115, 125, 126, 388 Klapp V. Shirk. . 471 Knight V. Boughton, ... 92, 94 Cawthorn, .. . . . 798 Knight, . . . .609 Leake 602 Loomis, .... 688 Majoribanke, . . 220, 786 Kniskern v. Lutheran Churches, 107, 680 Knott V. Cottee, 93, 94, 524, 531, 532, 537 KnoufFv. Thompson, . 136,141,749,752 " ■ " . 794 . 806 . 270 . 228 . 757 . 599 749, 750 598, 599 . 599 . 269 Knowles, Re, Knox V. Picket, . Knust, Ex parte, Kottman v. Peyton, Kramer v. Arthurs, Kreider v. Boyer, Krider v. Laffarty, Krumbhaar v. Burt, Krupp V. SchoU, Kuhler v. Hoover, L. Lacy V. McMillan 206 Wilson, 231 Lady Hewley'a Charities, . . .679 Lamar v. Simpson, .... 66 L'Amourreux v. Van Rensselaer, 612, 626 Lancashire v. Lancashire, . . 320, 819 Lancaster V. Dolan, . . . 499,612 Landis v. Brant, 749 Langdon v. Horton, .... 52 Laprimaudaye v. Teissier, . . . 602 Larkins V. Rhodes, . . . .132 Larrowe v. Beane, . . . .757 Lasalle v. Barnett 749 Lassiter v. Dawson, . . . .588 Latimer V. Harrison, . . 305,311,533 Latourette v. Williams, . . 599, 601 Latrobe v. Tiernan, . . . 428, 433 Laurens v. Jenney, . . . 330, 334 Lawrence v. Bowles, Dale, Lay V. Princep, Lea V. Wheeler, . Leavens v. Butler, Leavitt v. Wooster, Leaycraft v. Hedden, Leazure v. Hillegas, Lechfield v. Baker, Lee V. Huntoon, . Hutchinson, Randolph, Leeds, Duke of, v. Lord Amherst Lefort V. Delafiel,d, Leiby v. Wolf, . Leigh, Lord, V. Lord Ashburton, Leigh V. Earl of Balcarres, Leisenring v. Black, . Legare v. Ash, . Leggett V. Dubois, Perkins, Legg V. Legg, Lemmond v. Peoples, Leneve v. Leneve, 471 Le Prince v. Guillemott, Lerton v. Kingston, Letcher v. Letcher, Schroeder, Le Vaaseur v. Scratton, Lewis v. Adams, Bacon, . Baird, . Bradford, Hillman, Madison, McLemore, Mew, . Starke, . Liggett V. Wall, . Lincoln v. Duke of N. Castle, Windsor, . Lindenberger v. Matlack, Lindsay v. Harrison, . Lindsay, . Pleasants, Lining v. Peyton, Lingan v. Carroll, Henderson, Linton v. Boiy, . Lippincott v. Barker, . Lippincott v. Warder, Liptrot v. Holmes, Literary Fund v. Dawson, Littlefield v. Smith, . Livermore v. Aldrich, Livingston v. Livingston, Lloyd, Re, .. Lloyd v. Carter, . Hart, . Inglis' Exr's, Lloyd, . Taylor, Locke V. Armstrong, . Lomax, Lockhart y. Wyatt, . Lockridge v. Foster,. . Lockwood V. Stockholm, Lodge v. Hamilton, Simontown, . Logan V. Deshay, Simons, PAGE 769, 823 . 206 . 798 . 605 . 319 . 513 . 613 . 60 . 562 . 79 . 389 243, 274 , . 549 . 246 . 751 . 695 705, 706 225, 789 . 209 57, 66, 67, 124, 129 327, 612 . 598 185, 822 230, 231, 744, 747, 748 749, 750 470,471, 473 . 798 125, 127, 132 . 52 . 599 . . .609 487 748 744 223, 224, 783, 784 . 744 200, 201 . 746 . 357 . 230 . 468 . 837 . 685 . 608 . 373 . 175 . 481 . 188 . 77 . 480 469, 470 . 550 . 356 . 183 . 651 125, 132 59, 407 . 273 . 131 . 571 76, 77 568 485, 311, 486, 423, 71 481, 690 239 546 . 470 . 201 . 605 598, 601 . 746 . 508 . 228 xxvm TABLE OF CASES IN AMERICAN NOTES. PAGE Lomax v. Pendleton, .... 532 London Gas Light Co. v. Spottiswoode, Winter, Railway Co. v, Long V. Chadwick, . Israel, . Long, Norcom, Longstaff V. Rennison, Longworth v. Goforth, Lonsdale (Earl of) v. Beckett, Loomis's Appeal, Loomis V. McClintock, Lord V. Lowry, . Lorrillard v. Coster, . Lorimer, Re, Loscome v. Wintringham, Lounsburry v. Purdy, Love V. Gage, Lovell V. Minott, Loving V. Hunter, Lowell's App., . Lowman's App., Lowry v. Coram. Bank, Cox, . Farmers' Bank, Houston, Lucas V. At wood. Doe, . Lockhart, McBlair, Price, . Lucknow v. Brown, . Luken's Appeal, Lupton v. Lupton, Lund V. Blanshard, . Lyle V. Hatton, . Lyman v. U. S. Ins. Co., Lyne v. Guardian, Lyon V. Marolay, Rich, . Richardson, . Lyttle V. Pope, . 498, 54, 762 236 550 806 513 574 664 223 253 514 698 79 793 794 6.';9 379 172 520, 539, 540 . 458 660, 684 . 588 . 248 . 206 . 233 598, 605 . 473 . 688 92, 95 . 794 . 688 . 579 532, 535, 772 486, 493, 508 762 532 235 207 373 204 236 746 M. McAleer v. McMuUin, . . .751 McAllister v. Montgomery, . . 129 McAuley v. Wilson, . . . 107, 656 McBee v. Loftis, . . . .231 McCall's Est 533 McCall V. Coover 243 Harrison, .... 247 Peachy, . . . .522 McCalmont v. Rankin, . . .. 235 McCamy v. Bee, . . . 216, 221 McCaskle v. Amarine, . . . 748 McChord's Trustees v. Booker, . 583 Mackreth v. Simmons, . . . 243 Macleod v. Annesley, . . . 522 Maclin v. Smith 574 McClosker v. Golden, . . .620 McClure v. Miller, . . 222, 228, 785 McColl v. Atherton 659 McOonnell v. Gibson, . . .783 Reed 748 McCord V. Ochiltree, . . .107 McCorken v. Bond 274 McCormack v. Melin, . . .210 McCoskor v. Brady, . . . 270, 327 McCoy v. Scott, 246 PAGE McCraw v. Davis, . . . .214 McCrea v. Piermont, .... 758 McCreary v. Hamlin, . . . 703 McCrocklin v. McCrocklin, . . 621 Maccubbin v. Cromwell, 71, 88, 302, 305, McCuUum v. Cox, McDermott v. Lorillard, MoDermott v. Strong. -McDonald v. King, . Sims, Walker, McDougall V. Peyton, McDowall V. Goldsmith, McDowell V. Caldwell, Potter, . McFait's Appeal, McGachen v. Dew, McGeher v. Gindrat, . McGinn v. Shaeffer, . McGlensey's App., McGorven v. McGorven, McGour V. Marshall, . McGuire v. McGowen, Ramsay, . Mclntyre v. Hughes, . Middleton. 317, 388, 434, 770 . 388 . 702 . 473 . 688 . 373 . 401 . 207 . 240 573, 832 600, 601 493, 497, 504 761, 763, 773, 800 . 749 . 770 619, 620 . 134 . 55 . 125 . 126 113, 114 790 School V. Zanesville Canal, &c., 243 . 243 . 788 McKay v. Carrington, McKennan v. Pry, Phillips, Mackie v. Mackie, McKinley v. Irvine, . McKinney v. Pinckard, Mackinnon v. Stuart, McKissick v. Pickle, McKnight v. Taylor, McLanahan v. Henderson, McLanahan, Wyatt, McLean v. Barton, . McRea v. Farrow, McLemore v. Goode, McMechan v. GrifBng, McMeeken v. Edmonds, McNair's App 639, McNish v. Guerard, 273, 324, 327, 330, 332 McRaeny v. Johnston, McRaven v. McGuire, McWhorter v. Agnew, Magawley's Trust, Re, Magee v. Magee, Magill V. Brown, Magniac v. Thompson, Magruder v. Peter, Mahorner v. Harrison, Hooe, Mais, In re, Majoribanks v. Hoveden, Malin V. Malin, ""' ' Malins v. Greenway, Man V. Peay, Warner, Manahan v. Gibbons, Manchester (Corp. of) v. Osburn, Manes v. Durant, Manly v. Hunt, Mann's App., Mann v. Betterly, Butler, Manning v. Manning, 243, 586, 620, 621 . 558 760, 797 . 211 . 112 198, 682 . 237 ', 788, 789 . 71 . 508 . 238 . 701 550, 565 . 747 . 473 . 434 387 748 693 794 134 60, 107, 183 73, 332 . 690 125, 134 . 186 275, 276 752, 753 131, 198, 243, 794. 797 829 . 317 . 479 . 434 . 93 . 228 . 380 . 478 210, 211 . 797 532, 814 TABLE OF CASES IN AMERICAN NOTES. XXIX Manning v, Phillips, Mannings v. Randolph, Mansell's Est., . Mansfield v. Mansfield, Mant V. Leith, . Manuf s and Mechanics' 83, 35' Mapp V. Elcock, Marigny v. Remy, Marker v. Marker, Marsh v. Marsh, Pell, . Wheeler, Marshall v. Fish, Sladden, Stephens, Martin v. Broadus, Fry, . Greer, Margham, Martin, Poague* Sale, Sedgewick Sherman, Martzell v. Stauffer, Mason v. Best, Crosby, Jones, Mason, White, Williams, Maseey v. McUwaine, Masselin's Will, Re, Massie v. Watts, Mather v. Norton, Mather v. Dragaud, Matthews v. Ward, Maupin v. Dulany, Maxwell v. Henderson, Kennedy, Pittinger, May's Heirs v. Frazee, Mayberry v. Neely, Mayfield v. Clifton, Mayham v. Coombs, Maywood v. Patterson, Meacham v. Sterns, . Meade v. Langdon's Heirs, Merritt, Meader v. Sorsby, Meakings v. Cromwell, Meals V. Brandon, Mechanics' Bank, Matter of, V. Kdwards, Seton, Meek v. Kettlewell, Mekonkey's Appeal, Mellish's Est.. . Mense v. McClean, Menuse v. Delair, Mercein v. People, Mercer v. Stark, Meriam v. Harson, Merrick's Est., Merrit v. Lyon, Merritt v. Farmers' Ins. Co, Lamberts, Loan Co., Wilson, Merriwether v. Booker, Mesick v. Mesick, PASE . 806 . 565 . 503 . 621 522, 545, 614, 818 Bank v. Bank ofPenna., 469 159, 163, 165, 166 . 472 . 549 493, 497 . 239 187, 685 324 262, 284, 695 612, 703 72, . 206 . 493 126, 765 179, 656 589, 593 . 394 . 748 . 430 . 606 . 759 . 798 . 238 575, 726 7, 716, 725 62 214 230 794 53 500, 512, 513, 740 220, 788, 789, 835 62, 358, 381, 386 . 574 . 239 238, 240 . 215 689, 692 . 610 . 600 . 748 . 618 . 484 . 209 . 53 . 703 . 690 . 744 769, 271 . 357 . 247 . 120 94,96 . 773 745, 754 . 82 . 621 75, J 24 . 619 532, 767 . 620 . 400 . 224 . 404 . 474 . 602 . 434 Merriweather v. Herraw, Messenger v. Clarke, Methodist Church v. Jaqnes, Rem' Wood Methold V. Turner, Meux V. Bell, . Meyer v. Montriou, Simonson, Michoud V. Girod, Middleton v. Reay, Milledge v. Lama, Miles V. Bacon, . Irwin, . Mills V. Durnford, Argall, . Bunstead, Miller's Est., Miller v. Beverleys, Cotton, Cresson, Gable, . Haswell, Lerch, . M'Intyre, Meetoh, Miller, . Pearce, Pridden, Milner v. Turner's Heirs, Minott V. Prescott, Minturn v. Seymour, Minuse v. Cox, . Mirehouse v. Scaife, Mitchell V. Adams, Bunch, Green, Price, Reynolds, Winston, Mitchum v. Mitchum Mockbee v. Gardner, Moddewell v. Keever, MofBt V. M'Donald, Mohler's Appeal, Molony, Re, Molony v. Kennedy, Mollan V. Griffith, Molten V. Camrous, Money, Re, Monell V. Monell, Monroe v. James, Monro v. Taylor, Montefiore, Ex parte, Montelius v. Wright, . Montgomery v. Derian, Everleigh, Hobson, M'Elroy, Milliken, Moody's Lessee v. Vandyk Moody V. Fulmer, Moon V. Henderson, Moore's,Appeal, Moore v. Auditor, Burnett, Clay, . Crofton, Darton, Ferguson, Green, Hilton, FAQE . 52 . 620 126, 586 ington, . 663 . 126 . 577 . 651 . 761, 762 552, 554, 556 220, 238, 239, 783, 784 . 262 . 559 224, 483, 807, 832 . 224 . 233 . 474 . 479 569, 600 532, 832, 835 . 234 . 744 . 680 . 514 . 60 . 240 86, 305. 490, 688, 699 . 621 . 208 . 260 . 56 501, 699 . 113 532, 703, 703, 818, 826 . 514 . 315 . 53 . 198 . 305 . 60 . 52 . 223 . 704 . 474 126, 765 . 513 282, 811 . 620 . 514 . 56 . 794 433, 434, 440 . 305 . 634 766, 779 . 112 . 64 . 618 . 240 . 508 . 689 220, 688 . 268 427, 762 . 851 . 748 . *386 231, 753 . 113 . 76 . 619 . 133 . 223 XXX TABLK OP CASES IN AMERICAN NOTES. PAOE Moore v. Jackson, . 358 Jones, . . 611 Lockett, . 686 Moore, , 568, 615 Prance, , 111, 819 Reed, . . . 215 Shultz, 326 333, 693 Thornton, . , . 601 Whittle, . \ 485. 486 Mordecai v. Parker, . , . 386 Morehouse v. Calvin, . 515 Morey v. Forsyth, . 796 Morgan v. Morgan, 519, 557, 558 562, 563 Morningstar v. Selby, . 209 Morris Canal v. Emmett , . 202 Morris v. Morris, . 549 Remington, . 53 Wallace, . , . 539 Wright, . , . 522 Morrison v. M'Leod, . , 213,215 Morrow v. Brenizer, . , . 175 Morse v. Crofoot, , . 477 Mortimer v. Ireland, . 261,401 Hartley, . , . 702 Moffat, . . 550 Walts, . 632 635, 724 Morton v. Adams, 538, 832 Morton v. Barrett, 327 807 826, 832 Mortori v. Southgate, . 716 Moses V. Murgatroyd, 65, 112, 425, 472, 806 Mosley v. Stell, . . 58 Mott V. Clark, . . 231 Harrington, . . 224 Movan v. Hays, . 71, 77, 236 Muir V. Shenck, . . 651 Trustees, 207, 238 Muldrew v. Fox, 688 MuUany v. Mullany, . . 583 Mumford v. Murray, 434, 473, 532, 588, 596, 60e Mumper's Appeal, 806, 807 Munch V. Cockerwell, 540, 545, 773 Mundy v. Vautier, 483 501, 748 Munlorffv. Muntorff, , . 806 Murdock's Case, , 220, 786 Murdock v. Hughes, 372, 373 Murphy v. Grice, , . 587 Hubert, 54, 71 Moore, . 387 Murray, Matter of . 478 V. Ballou, 230 231 746, 752 De Rottenham, . 835 Lord Elibank 588, 595, 606 Mechanics' Bank, . 479 Feinour, . 520 521 544, 545 Finster, . . 746 Lylburn, . 746, 765 Murrill v. Neil, . . 474 Musselman v. Eshleman . 223 Myers' Appeal, . . . 223 Myers v. Davies, . . 336 Myers, , 789, 832 Perigal, • 73, 664 N. Naglee v. IngersoU, . . . . 620 Nail V. Martin, . , . 844 Napier v. Elam, . , , . 203 Howard, . . 593, 606 PAGE Napier v. Napier, . . . 588, 789 Nedby v. Nedby, . . . 618, 619 Neilson v. Blight, . . . .472 Churchill 798 Nelson v. Allen 751 Callow 694 Dunscombe, . . . 835 Sims 745 Nettleton v. Stevenson, . . 564, 565 Neve V. Scott, . . . 458, 459, 460 Neville v. Demarest, .... 790 Fortescue 561 Newcastle V. Att.-Gen., . . 123,667 Newcorab v. St. Peter's Church, . 107 N. England Bank V.Lewis, . . 471 Newhall, Ex parte 58 v. Wheeler, . . .759 Newlin v. Freeman, .... 613 Newman v. Chapman, . . . 746 Jackson 702 James, .... 609 Meek 212 Montgomery, . . .387 Warner, . . .301, 717 Newell V. Morgan, . . . 125, 141 Newenham v. Pemberlon, . . . 583 New Parish v. Odiorne, . . . 331 Newport v. Cook, . . 576, 579, 580 Newson v. Buffalow 235 Newton V. Demaritt, .... 392 Swazey, . . .77, 243 N. Y. Ins. Co. V. Roulet, . . .758 Nicoll V. Mumford 472 Nicholl V. Walworth, . 338, 362, 386 Nicholson v. Leavitt, . . . . 484 Nichols V. Postelthwaite, . . . 508 Niemcewicz v. Gahn, .... 566 Nightingale v. Gouldbourn, 60, 66, 659 Niles v. Stevens 688 Nokes V. Stepping, .... 803 Norcoss V. Widgery, .... 748 Norman v. Cunningham, . 583, 761, 766 Norris v. Clymer 570 Johnson 568 Wright, . . . .764 N. A. Coal Co. v. Dyott, . . 566, 617 North V. Turner, .... 472 Valle, 175 Norton v. Leonard, . . . 324, 327 Norton, . . . 338, 583 Nott V. Foster, 299 Noyes v. Blakeman, . . 611,612,618 Nyce'sEst., . . 539,540,545,837 O. Oakley, Matter of Obert v.Bordine, Ochiltree v. Wright, . Ochleeton v. Heap, . Oeslager v. Fisher, . Ogden V. Astor, . Kip, , Oglander v. Oglander, O'Hanlin v. Dew, Ohio Ins. Co. v. Ledyard, Ross, Oldham v. Johns, Oliver V. Bell, . Piatt, 230, 372, 749, 75i . 789 . 386 . 434 261, 401 . 789 . 204 . 279 . 302 . 62 . 748 748, 749 . 223 . 236 756, 762, 765, 766 TABLE or CASES IN AMERICAN NOTES. XXXI Onslow v.Wallis, ; Ontario Bank v. Mumford, Root, O'Reilly v. Alderson, . Orford (Earl of) v. Earl of Albemarle, 499 Organ Meeting House v. Seaford, . 680 FAQE . 158, 382 64, 776, 777 . 77 254, 262 78 . 699 . 380 . 790 . 470 597 210, 329, 688, 701 . 73 . 494, 521, 529 . 599 . 206 . 183 . 129 . 68 . 175, 490, 689 . 575 . 746 Orleans v. Chatham^, Ormsby v. Tarascon, Orth V. Jenning, . Osborne v. Black, Fuller, Osborn v. Morgan, Osgood V. Franklin, Otisv. Sill, . Ousely V. Anstruther, Outcalt V. Van WinklO; Outlaw V. Morris, Overseers v. Taylor, Overton v. Lacy, Owen V. Bryant, Cowans, Owens V. Walker, wings V. Meyers, P. PafFv. Kinney, 789 Page V. Adam, 740 Booth, . . . .240 Brown, 398 Page, 125, 131, 132, 134, 135, 136 Painter v. Henderson, . . . 220 Palmer v. Armstrong, . . . 493 Oakley 407 Parhamv. Erwin, .... 212 Parker v. Gilliam 233 Kelly, 388 May 667, 678 Parkhurst v. Van Cortland, . . 236 Parkist v. Alexander, . . 223, 748 Parks v. Parks 330, 333 Jackson, .... 746 Parrish v. Rhodes, .... 141 Parry, Re 794 Parsons v. Boyd, . . 128, 387, 425 Parsons, . . . 588, 598 Winslow, . 274, 521, 565, 769 Partridge v. Havens, . . . 125, 136 Pastel] V. Skirving 592 Pate V. McClure 274 Paterson v. Scott, 494, 495, 508, 510, 514 Devling, . . . 558, 559 Paull V. Choteau, . . . .126 Sq,nibb, .... 222, 784 Paup V. Mingo, 169 Payne v. Payne, 583 Sale 338, 350 Paxton V. Potts, .... 508, 510 Peabody v. Tarbell, . . . 125, 131 Peacock V. Black, . " . . . 237 Pearce v. McKeehan 131 Pearson v. Crosby, .... 4fi9 Daniel, .... 744 Jamison, .... 691 Rockhill, . . .112, 484 Pearl, Ex parte, 794 Peck v. Henderson, .... 685 Peck, . . , . .703 Peebles v. Reading, 133, 198,230,237, 304, 380 Pell v. Ball 814 PAGE Penfield v. Sumner, .... 661 Pennell's App., .... 832, 835 Penny v. Briggs, .... 85 Davis, .... 310, 311 Penny, .... 762, 764 Turner, . . 90, 91, 106 Peppard V. Kelly 797 Peppercorn v. Weyman, . . 316, 319 Perkins v. Cartwell 373 Cranshaw 832 McGavock, . . 311,313 Perroneau v. Perroneau, . . . 544 Perry v. Boileau, .... 609 Craig 239, 240 Head, 125 Knott, 764 Pearson, .... 235 Peterson v. Grover 235 Peter v. Beverly, 334, 486, 685, 688, 690 Peters v. Goodrich, .... 748 Petrie v. Clark, 233 Petrikeny. Davis, . . . .112 Petty V. Boothe 610 Peyton v. Alcorn, .... 570 McDowell, . . . .807 Smith 532 Pbalen v. Clark, . . . 238, 239, 240 Pharis v. Leachman, . . . 762, 765 Phene v. Gilham, .... 247 Philbrooke v. Delano, . 77, 148, 149, 155 Phillips v.Belden, .... 240 Cramond, . . 67, 126, 130 Moore 215 Sargent, .... 557 Phillipson v. Gatly, 521, 526, 529, 760, 773, 797 Philpotts V. Philpotts, . . .130 Phoenix Bank v. Sullivan, . . . 476 Phyfe V. Warden, , . . .634 Piatt V. Oliver, 126,223, 695, 760, 797 Vatier 237, 238 Pickering v. Shot well, 60, 107, 183, 656, 660 Pickett V. Everett, . . . 598, 601 Johns, . . .621, 622 Pickup v. Atkinson 557 Piquet v. Swan, 59 Pierpont v. Graham, .... 476 Pierce v. Pierce, 127 McKeehan 765 Thompson, .... 600 Piesch's Est., Re 478 Pike v. Armistead 748 Bacon, 470 Collins, . . . 598, 600, 602 Pillow V. Shannon, . . . 231, 753 Pim V. Downing, .... 435 Pinckney v. Pinckney, . . . 493 Pingree V. Comstock 112 Pinnock v.'Clough, . . 133,134,135 Pinney v. Fellows, 71, 125, 126, 131, 134 Pinson v. Grey, 372 Pintard v. Martain, . . . .206 Pitcher v. Barrow 748 Pitt V. Petway, 785 Pitts V. Cottingham 200 Plank V. Schermerhorn, . 249, 480, 484 Planters' Bank v. Clarke, . . . 484 Pleasants v. Glascocke, ... 65 Plenty v. West 497 Plume V. Bone, 748 Plyer's Trust, 276 Plymouth v. Jackson 679 xxxu TABLE OF CASES IN AMERICAN NOTES. PAGE Poage V. Bell, . . 387 Podmore v. Gunning, . . 78 Poillon V. Martain, . 225 Poinldexter v. Blackburn, 559, 598 Green, . 486 Polkv. Gallant, . . 757 Pooley V. Budd. . . 230 Poor V. Hazleton, 598, 599 Pope V. Elliott, . . 568 Jackson, . 570 Portarlington v. Sorelby, . 52 Porter v. Bank of Rutland, 72,' 73, 83, 84, 248, 380, 586 Porter v. Cole, . . 748 Doby, . . 327, 458 Morris, . . 388 Watts, . . 811 Powell V. Manufact. Co., . 126, 127 Marett, . 169, 383 Murray, . 25 0, 237, 240, 786 Powell, . 125 Posey V. Cook, . . 327 Potts, Ex pane, . . 574 V. Clegg, . Potter V. Gardner, . 246 . 481 Pratt V. Adams, . . 475, 477 Flamer, . . 68 Northam, . 238, 479 Taliaferro, . . 175 Thornton, 65, 112, 788 Prendergrast v. Prendergrast, 91, 553, 557 558, 560, 561, 710, 711, 713, 716 Presb. Cong^ v. Johnston, . . 387, 680 Prescott V. Tyler 62 Preston v. Melville 52 Whitcomb, . . .235 Prevost V. Gratz, 79, 239, 372, 483, 773, 789 Prew V. Walton, 126 Price V. Anderson, 551 552 Berrington, 56, 213 214 Lovett, . 54 McDonald, . 747, 749, 750 751 Methodist Church, 654, 674 682 Pollard, . 776 White, . 767, 746 Prince v. Logan, 573 Pringle v. Allen, Pritchell v. Murray, . 550 478 Proddy v. Williams, . 750 Proudley v. Fielden, . 620 Pugh, Ex parte, . 593, 594 V. Bell, . 230, 786 Currie, 126, 129 Purdew v. Jackson, . 599 Pusey V. Clemson, .' 244 Putnam Free School v. Fishei 1 319, 500, 688, 690 Pyrom v. Mood, . 326, 336 Quackenbush v. Leonard, 127, 701, 788 Quarles v. Lacy, . . . 692, 704 Quennell v. Turner 495 PAGE RadclifTe v. Rowley, . . . .238 Rahn v. McElrath 483 Rainsford v. Rainsford, . . 578, 767 Ralston V. Talfair, . . 162,171,814 Ramsey v. Marsh, 324, 325, 326, 329, 330, 333 . 129 . 749 . 223 532, 533 . 236 . 621 134, 149, 155 . 470 . 126 . 233 621, 622 112, 113, 269, 304, 311 584, Randall v. Phillips, . Silverthorn, Rankin v. Porter, Rapalje v. Nosworlh, . Ratcliffe V. Ellison, . Huntly, Rathburn v. Rathburn, Ravisies v. Ralston, . Raybold v. Raybold, . Rayner v. Pearsall, Read v. Beazley, Robinson, Reade v. Dickey, Reader v. Barr, . Rearich v. Swineheart, Redheimer v. Pyron, . Redwood v. Reddick, . Reed v. Fitch, . Johnson, Lamar, . Marble, . Rees V. Waters, . Williams, Reese v. Allen, . Reeves v. Brymer, Reformed Dutch Ch. v. Veeder, Reg. v. Darlinglon School, Dean &c., of Rochester, Richards v. Jones, Rennie v. Ritchie, Rendlesham v. Meux, Reppy V. Gantt, . Revel v. Revel, . Reynolds v. Bank of Virginia, Stark County, Rham v. North, . Rhinelander v. Barrow, Rice V. Burnett, Catlin, Peet, Tonnele, Richards (Doe dem.) v. Le Richardson v. Blight, Jenkins, Jones, . Richardson, . Thompson, . Richmond- V. Vanhook, Richwine v. Keim, Rider v. Mason, . Ridgely v. Johnson, Rigler v. Cloud, . Ring V. Coun, Ringgold V. Ringgold, wis. 230 . 248 . 236 . 481 47, 762 . 126 . 479 . 612 . 652 587, 588 . 529 . 387 . 579 . 324 . 678 . 669 . 240 . 614 . 699 213, 214 . 598 . 473 . 57 . 223 . 240 79, 326, 332, 335 . 471 . 56 577, 579 . 123 428, 206 760 220 169 236 186 598 568 429 R. Rackham v. Siddall, 246, 344, 404 Ringgold v. Wilmer, . Ripple v. Ripple, Robbins v. Robbins, . Robarts v. Wortham, . Robeson v. Harwell, , Roberts v. Brooms, . Roberts, Ex parte, Robertson v. Collier, . Grimes, . Maclin, . McGeoch 583, 586 . 54 434, 532, 538, 695, 701, 771 . 532 . 508 533 490, 493, 497 . 236 . 765 . 267, 275 . 558, 559 305, 688, 690 . 133 . 300 TABLE OP CASES IN AMERICAN NOTES. XXXIU Robertson v. Robertson, Siblett, . Wendell, Robins v. Embry, Robinson v. Codman, Geldard, Howell, King, Maud, Pett, Robinson, Townshend, Robinson's Trust, Re Robinson v. Woelpper, Rochford v. Haokman, Rochfort V. Battersby, Rochon V. Lecatt, Roden v. Murphy, Rogers v. Acaster, Bumpay, Dill, . Fales, . Ludlow, Murray, Patterson Rogers, Ross, . Vail, . Ronald v. Buckley, . Roney v. Stitz, . Roosevelt v. Ellithorp, Fulton, . Mark, . Rorer v. O'Brien, Roseboona v. Mosher, Ross's Trust, Re, Ross V. Barclay, . Duncan, . Gill, . . . Ross, Vertner, . Wharton, Rosslyn's (Lady) Trust, Routh V. Hutchinson, . Row V. Dawson, . Rowev. Rowe, . Rowell V. Freese, Rowland v. Best, Morgan, . Witnerden, Rowley v. Adams, Rowton V. Rowton, . Rucker v. Abell, Rudisell v. Watson, . Rumph V. Abefcrombie, Runnells v. Jackson, . Runyan v. Coster's lessee Rush's Estate, , Russell, Trust, Re, . Russell V. Allen, Clark's Executors, Clowes, Lacker, Lode, . Ex parte, . Ruston V. Ruston, Rutherford v. Green, . Rutledge, Ex parte, . V. Smith, Ryall V. Rowles, PAGE . 198 . 112 818, 821 249, 469, 470, 484 . 583 . 666 . 72 . 229 52, 388 . 839 522, 526, 529, 530, 531, 555 . 518 . 281 . 599 . 567 . 59 . 583 388, 651 . 597 . 601 570, 572 . 620 330, 332, 612 . 134 . 568 222, 477, 479, 550, 559, 621, 745, 818 Ryder, Matter of. PASE . 576 793, 830 470 569 703 805 201 479 584, 588 305, 316, 699 615, 794, 830 688, 689 . 65 . 569 770, 803 . 236 . 600 . 563 . 563 54, 649, 651, 652 619 . 124 532 466, 467, 468, 790 . 530 . 277 . 77 . 141 . 610 211, 214 . 131 . 60 . 523 . 274 . 126 . 247 . 171 . 473 . 126 . 277 493, 497 . 243 . 566 71, 78 . 335 C Saeger v. Wilson, . . . .789 Sailor v. Hertzog, .... 750 St. John, (Lord) v. Houghton, . . 502 St. John's Hospital, Re, . . .669 Salisbury, Matter of, . . . 570, 571 Salisbury v. Bigelow 693 Salmon v. Clagett, . . . .757 Green 798 Salomons v. Laing, t . . . 762 Saltmarsh v. Beene, . . . 222, 223 Sanders v. Rodway 621 Sanderson v. White, . . .670 Sandford v. Mehean, ... 55 Sands v. Champlin, .... 486 Saterthwaite v. Emley, ... 72 Saurez v. Pampelly, ... 82 Sawyer v. Baldwin, . . . 592 Saxon V. Barksdale, . . .233 Say V. Barnes, .... 772 Sayre v. Flournoy, . . . 598, 599 Townshend, . . . 127 Schenck v. EUingwood, . . 703, 794 Schermerhorne V. Schermerhorne,500, 501, 518 Schieffelin v. Stewart, . . 532, 533 Schley v. Jones, .... 335 Lyons, .... 387 School Directors v. Dunkelsburger, . 387 Schrader v. Decker 55 Schuyler v. Hoyle, . . . 598, 601 Schutt V. Large, . . . .231 Schwartz Estate, . . . 246, 685 V. Wendell, . . .785 Scott's Estate 807, 826 Scott V. Freeland, . 219, 220, 223, 788 Gallagher, . . . .749 Haddock, . . . .774 Jamea, .... 602 McCuUough, '. . .751 Pashett, . . . .593 Tyler, . . . 727, 729 Scroggins v. McDougald, . . 220, 750 Scudder V. VanAmburgh, . 746,753 Searing v. Searing, ■ . . . 598, 601 Sears v. Dillingham, .... 304 Lewis, .... 485 Seaving v. BrinckerhofT, . . . 470 SelHck V. French 767 Semple, Re 112 Sergeant v. IngersoU, . . 232, 757 Sewall V. Gliddon 123 Sewell V. Baxter 134 Denny, .... 564 Sexton V. Wheaton, . . . 122, 755 Seymour V. Bull 695. Delancy, .... 210 Shaeffer's Appeal, . . 163,191,195 Shaeffer V. Slade, . . . 206,211 Sharp V. Pratt, . . . .688 Sharpless v. Welsh, . . . .651 Sharpsteen v. Tillou, . . . .699 Sharp's Trustees, Re, ... 794 Shattuck V. Cassiday, ... 53 Hexman, . . . 484 Shaw V. Cameron 268 Mitchell, . . . 588, 599 XXXIV TABLE OF CASES IN AMERICAN NOTES. Shaw V. Sessaman, Shearin v. Eaton, Sheeh/v. Lord Muskarry, Shelton v. Homer, Shephard v. Turpin, . Shepherd v. McEver, . Sheppard v. Sheppard, Stark, . Sherman v. Burnham, Sherwood v. Smith, . Shipp V. Bowman, Shirley v. Shirley, Shirras v. Caig, Shiveley v. Jones, Shoemaker v. Smith, . Walker, Short V. Unangst, Shotwell V. Mott, Shoulbred v. Drayton, Show V. Conway, Shrewsbury Charities, Re, Grammar School, Re, Shultz V. Moore, Shuman v. Reigart, . Sidle V. Walter, Sidmouth v. Sidmouth Sigourney v. Munn, . Silk V. Prime, Sill V. Ketchum, McKnight, Silverthorn v. McKinster, 222, 690, 699, 702 PA&E 599 373 705 220, 334, 688 373 59, 65, 112, 310 . 586 . 533 618, 796 . 579 . 613 59, 585, 608, 620 . 757 . 747 . 127 . 583 425, 426 107, 183 . 691 . 806 669 669 748 598 . 131 . 127 129, 749 , 504, 505 796 269 393 493 Simes v. Eyre, Simmons v. Drury, Simmonds v. Palles, . Simpson v. Simpson, . Graves, Sims V. Richardson, . Sinclair v. Jackson, 358, 428, 429^ Siter's Case, 762 . 508 111, 112 . 621 . 72 . 231 691,692, 706, 707 598, 599, 600, 601, 602 Siter V. McLanahan, Skarffv. Soulby, Skilton V. Webster, Skinner's App., Skinner v. Skinner, Skipwith's Ex'r. v. Cunningham, Slaymaker v. The Bank, . Sledge's Adm'r. v. Clopton Slifer V. Beates, Sloane v. Cadogan, Slocum V. Marshall, Slooum, Smilie v. Biffle, . Smiley v. Dixun, Smith, Re, . V. Babcock, Bell, . Burnham, Calloway, Grove, . Hurst, . Kane, . Keating, McCreTary, Oliver, . Porter, . Ramsay, Richards, Sackett, Shackleford, Smith, . Starr, . 602 . 122 . 680 . 599 . 373 . 470 . 599 . 586 . Ill . 120 75, 218 . 699 376, 377, 379, 581^ . 639 . 280 . 201 99 126, 131 . 373 . 798 111, 112 . 73 . 112 75, 689 . 664 . 479 . 126 200, 201, 202 125, 131 . 319 540, 770 . 608 175: 434, 485, Smith V. Stern, . Warde, Wiseman, Wyckoff, Young, Zaner, . Smyth's Settlement, Re, Spalding v. Hedges, . Snelgrove v. Snelgrove, Snelling v. Utterback, Snelson v. Franklin, . Snowden v. Dunlevy, Snowhill V. Snowhill, Snyder v. Snyder, Sponable, . Solicitor- Gen. v. Bath, Solms V. McCullough, Somes V. Skinner, Souverbye v. Arden, . Southard v. Cushing, . Sparhawk v. Allen, . Buell, . Sparling v. Parker, Spear v. Grant, . Scoville, Tinkham, Tucker, Speiglemyer v. Crawford, Spence, Re, Spence v. Daren, Whittaker, . Spencer v. Hawkins, . Spencer, . Sperry's Est., Spofford V. Weston, . Spotswood V. Pendleton, Sprague v. Woods, Squire v. Harder, Stagg V. Beekman, Stall V. Macalesler, . Stallings v. Freeman, Stanes v. Parker, Stanley's App., . Stanley v. Brannon, . Stanwood v. Stanv/ood, Staple's Settlement, Re, Stapleton v. LongstafF, Stapilton v. Stapilton, Starke v. Starke, Starr v. Ellis, Siarr, State Bank v. Smith, State V. Bryan, . Gerard, . Guilford, Holloway, Hurst, McGowan, State of Maryland v. Bank of Maryland" 57 Stead V. Clay, 520 Stearns v. Hubbard, . . . . ^^ Steele V. Kimble, . . ] 237 Steel V. Steel, . . . ' 586, 610 Steere v. Steere, 75, 77, 78, 82, 134, 144, 149 Stell'a Appeal, . . . 433, 434^ 435 btephens v. Ld. Newborough, . 826, 827 Sterrett's Appeal, . . 433, 434 825 Stevens Y. Kly, jjy Gregg, . ■ ■. 493 508 Stevenson v. Brown, . . . .588 PASE . 380 115, 118 . 189 . 514 59, 299 . 64 . 277 . 202 231, 753, 754 . 132 . 203 . 56 570, 598 . 610 . 232 . 669 . 748 . 219 76, 152 . 790 . 789 572, 578 . 664 . 245 . 53 . 532 . 550 202 . 794 . 200 . 202 . 480 823 504 . 748 . 570 . 324 . 155 . 568 . 704 . 222 811,840 535, 772 136, 142 . 598 . 794 . 570 115, 204 373, 601 . 357 71, 77, 124 . 274 . 57 183, 662 433, 434 201, 238 . 338 167, 183 82 TABL«B OF CASES IN AMERICAN NOTES. XXXV PAGE PAGE Stewart's App., . . , . . 601 Tarquand v. Knight, . . 814,822 Steward v. Brown, 125, 427 Tarver v. Tarver, . 207 Stewart v. Stewart, . . 620 Tate V. Connor, . . 373 McMinn, . . 832 Taverner v. Robinson, . 844 Fetters, . 425 Taylor v. Adams, . 702 Stiers v. Stiers . 703 Anderson, . . 592 Stilwell V. McNeeley, . 794 Benham, . 67, 400,433,685 Stocks V. Dobson, 651, 652 Galloway, . 319, 499, 695 Stockton V. Ford, . 225 Haggarth, . 158, 169, 190 Stoddard v. Allen, 475, 476 James, . 113, 136 Stokes V. Holden, . 67 King, . . 387 McKibbin, . . 583 Lucas, . 187 Stone V. Griffin . 243 Moore, . 392 Hinton, . . 702 Morris, . 688,689 Massey, . 189 Roberts, . 433 Rowton, . 259 Taylor, 135, 143, 196, 217, 218 Theed . 633 Teakle v. Bailey, . 223 Wilkison, . 702 Telford v. Barney, . 692 Stoner v. Yealy, . 387 Temple v. Hawley, . 55 Stoolfoss V. Jenkins, . . 198,774 Ten Eyck v. Simpson, . 243 Stout V. Higbee, . 473 Tenant v. Stoney, 142, 476, 610 Levan, . . 599 Tenison v. Sweeney, . . 746 Stovel V. Northern Bank, . . 236 Terry v. Brunson, . 601 Strathmore v. Bowes, . 238 Hopkins, . 228 Striker v. Mott, . . 327 Tevis V. Richardson, . . 592 Strimpfler v. Roberts, . 12 4, 126, 373 Thatcher v. Omans, . . 325 Strong V. Carrier, . 470 Thomas v. Ellmaker, . . 183, 661 Gregory, . 610 Grand Gulf Bank, . 748 Smith, . . 599 Higham, . . 281 Willis, . . 311,789 Jenks, 112, 469, 470, 483, 484 Stroughill V. Anstey, 480, 481, 4 99,509,512 Kelsoe, . . 598 513, 740 Selby, . 798 Stuart V. Kissam, 220, 609, 61C ), 618, 785 Scraggs, . . 435 789 Sheppard, . 214, 584, 587 Stump V. Gaby, . . 198, 25 10, 239, 771 Townsend, . 704 Sturgis V. Champneys, . 583, 592 Walker, . . 125 Stuyvesant, Matter of. . 281 Thompson v. Blair, . . 240 Hall, . . 245 Ellsworth, . . 600 Shore, . . 746 Ford, . . 387 Styer v. Freas, . . 698 Jackson, . 235 Suarey v. Pumpelly, . . 270, 274 McCann, . 201 Suir Island Charity, Re, . 669, 674 McDonaldr . . 394, 395 Sumner v. Rhodes, . 748 McKissick, 96, 99 Williams, . . 397 Meek, . . 316 Sutherland V. Cooke, . . 538 Thompson, 71, 136, 138, 274 Sutton V. Baldwin, . 612 769 Cradock, . 550 Wheatly, . 220 Sutton, ."704 Thorn v. Coles, . . 175, 176 Suydam v. Martin, . 230 Thornburg v. Macauley, . 299: Swan V. Ligan, . . 550, 799 Thornton V. Ellis, . 561 Swazey v. Little, . 513 Gaillard, . 685 Swearingen v. Slicer, . . 469 Henry, . . 77 Sweet V. Jaoocks, . 223 Winston, 317 Sweigart v. Berk's Adm., . . 566, 698 Thorp V. McCuUum, . . 222,785 Swift V. Stebbins, . 795 Thorp, Re . 532 Switzer v. Skills, . 77 Thurston V. Dickinson, . 565 Swoyer's App 4 84, 540,701 Tiernan v. Roland, . 243,423 Tilghman's Est., . 175 Timbers V. Katz, . 601 Titley v. Wolstenholme. . 400 T. Todd V. Buckman, . 483 Moore, . . 223 Tabb V. Baird, . . 326 Sterrett, . 796 Taggart v. Talcott, . . 620 Wilson, . 839, 840 Trinier v. Clark, . . 68 3, 688, 689 Toft V. Stephenson, . . 502, 736 Talbot V. Cook, . . 651 Tolar V. Tolar, . . 152 Taliaferro v. Taliaferro, 125, 133 ToUett V. Armstrong, . 608 Talley v. Starke, . 570 Tolson V. Tolson, . 102 Tallman v. Wood, . . 465 Tomar v. Dunlap, . 446 Tardy v. Morgan, . 749 Tombs V. Roch, . . 514 Tarleton v. Vietes, . 77 Tompkins v. Mitchell, . 129 Tarpley v. Poage, . 126 Wheeler, . 753 XXX VI TABLE OF CASES IN AMEKICAN NOTES. Tomlinson v. Tomlinson PAGE . 664 Tongue V. Morton, . 746 Torbet v. Twining, Torrey v. Bank of New , . 610 Orleans, . 223 Buck, 200, 203 Tourney v. Sinclair, . . 621 Towers v. Hagner, . 620 Townley v. Sherburne, 434, 435 Townshend v. Brooke, , , 807, 826 Tracy v. Strong, 565, 566 Trafford v. Trafford, . , , . 468 Transylvania Univers. v. Clay, . . 544 Trask v. Donoghue, . . 303 ,305,319 Treat v. Stanton, ■ . , . 387 Tremper v. Barton, 136, 143 Trent v. Trent, . '. 486 487, 511 Trenton Banking Co. v. Woodruff, . 585 Trezavant v. Howard, , . 67 Trimble v. Bootaby, . . 746, 747 Trippe v. Frazier, ■ . 187, 515 Trltt V. Crotzer, . '. 54, 71, 76, 79 TroUope v. Rutledge, . 830 Trotter v. Blocker, . , , 65, 793 Williamson, , . 471 Truesdell v. Callaway, . 230 Truluck V. Peoples, . . 231 Trustees of Philip's Academy v. King, 60 V. Sturgeon, . 680 of Watertown v Cowen, . 392 V. Wright, . , . 77 Trye v. Corporation of Gloucester 664, 665 Tryon, Re, . . . 811 Tucker v. Andrews, . . . 228 Gordon, , , . 598 Johnston, . , , 340, 343 Seaman's Aid Society, . 60 Tugman v. Hopkins, . . 620 Tunno, Ex parte. '. 273, 275, 280 Turner v. Crebill, . 747 Davis, . 602 TurnbuU v. Gadsden, 201, 202 Turner v. Maule, 254, 274 Navigation Co •» . 201 Petigrew, . Turney v. Wilnams, . 126. 765 . 532 Turnstall, Ex parte, . . 278 Tuttle V. Jackson, . 749 Twaddell's App., .' 520 522, 837 Twopenny v. Peyton, . 567 Tyler v. Black, . 200, 202 Tyree v. Williams, . 703 Tyrell v. Morris, . 233 Tyson's App., 588, 610 Tyson V. Mickle, 699, 703 Passmore, . . 243 u. Udall V. Kenney Urket V. Coryell, .... U. S. V. Inhabitants of Waterborough Monroe, • . Vaughan Union Bank v. Baker, Unitarian Soo. v. Woodbury, 71, 78, 132 Upfull's Trust, Re 794 Upham v; Brooke 391 Utica Ins. Co. v. Lynch, . . . 533 606 65 230 235 651 127 V. Vail V. Vail, ... 54, Van Buskirk v. Ins. Co. . Vance v. McLaughlin, Vanderheyden V. Crandall, 331, Mallory, . Vanderheyden, Vandervolgen v. Yates, . 274, Vandever's App., Van Duzen v. Van Duzen, . Van Epps v. Van Deusen, . Van Epps, . Van Hookv. Whitlock, Vanhorne v. Fonda, . 223, 304, Van Kleek v. Dutch Church, Van Meter v. McFadden, . Vansant v. Boileau, . Van Sohoonhoven, Matter of, Van Vechten v. Terry, Van Veghten, . Van Winkle v. Van Houten, 508 Van Wyck, Matter of, . 271, Varick v. Edwards, . Vattier v. Hade, Vaughan v. Barclay, . Buck, . Vaux v. Nesbit, Parke Veazie v. Williams, . Venables v. E. I. COmp. . Verner's Est Vernon v. Morton, Vose V. Grant, .... Vick V. McDaniel, • . . Vidal V. Girard, 60, 66, 107, 183, Villard v. Chovin, Villines v. Norfleet, . Vincent v. Watts, Vizonneau v. Pegram, Voorhees v. Stoothoft, W. 591, PAOE 327, 329 . 651 599 445, 446 . 617 . 533 324, 660 428, 429 584, 587 . 599 . 222 . 238 639, 780 187, 188 . 748 . 790 270, 271 . 795 . 575 509, 510 279, 688 240, 373 . 757 . 53 592, 594 . 64 327, 568 237 300, 304 . 807 470, 483 . 245 . 187 243, 668 . 573 . 773 . 798 . 613 . 789 Wace V. Mallard, 87, 92. 95 Waddington v. Banks, . 243 Wade v. American Col. Soc, . 107 Dick, . . 814 Green, . . 123 Harper, . 221, 223 Wadworth, Matter of, . 271 Wagner v. Baird, . 237 Wakefield v. Campbell, . . 704 Wakeman v. Grover, 469 470, 473, 484 Walcott V. Cady, . 550 Waldron v. McComb, . 701 Walker's Case, . . 497 Walker, Ex parte, . 276 Walker's Estate, . 485, 493 Walker v. Brungard, 125, 133, 221, 254 480, 654 Butz, . . 746 Byrnham, . 533 Campbell, . 479 Crowder, . 578 Fawcett, . 387 Ferris, . 469 Gilbert, 748, 754 Griffith, . 101 Locke, . 77 Logan, . 691 TABLE OF CASES IN AMERICAN NOTES. XXXVU PAGE Walker v. Milne, . 73, 664 Ogden, . 53 Walker, . .• . 240 Walsh V. Stille, . . 247 Wallace v. Costen, . 618 Duffield, . . 126 McCullough, . . 126 Taliaferro, . 600 Waller v. Armistead, . . 228, 772 Wallington's Estate, . . 223, 788 Wallis V. Freestone, . . 694 Lambert, . 224 Thornton, . . 433, 434 Walwyn V. Lee, . . 757 Warburton V. Farn, . . 699 Ward, Re, . . 409 V. Arredondo, . . 53 Smith, ... 22 2, 223, 788 Van Bokkelin, . . 260 Webber, . . 209 Warden v. Wadsworth, . . 748 Wardlaw v. Gray, . 587, 600 Ware v. Gibson, . . 216 McCandlish, . 561, 582 Warfield, Ex parte, . . 592, 598 Waring, Re, . 794 V. Darnall, . . 650, 702 Purcell, . . 565 Warring, . . 493, 623 Warner v. Daniels, . 202, 238 Warren v. Copelin, . . 651 Haley, . 609 Warwick v. Hawkins, . 610 Waterman v. Cochran, . 822 Watermute'sEx'or. v. Snyder's Adm., 204 Waters v. Gwins, . 220, 786 Lemon, . 206 Watkins v. Stockett, . . 234 Watkins, . 587, 621 Watson V. Bagaley, . . 112, 469 Bothwell, . . 207 Le Row, . 124, 141 Pearson, 339, 343, 34 4, 688, 690 Wilson, . . 747 Watt's Settlement, In re, . . 276 Watts V. Girdlestone, . . 529 Webb V. Daggett, . 477 Deitrich, . . £ 9, 270, 275 Webb, . 809, 823 Wools, . 83, 92, 94 Webster v. Haddington, . . 726 Maddox, . . 749 Weeks v. Weeks, 598, 602 Wier V. Tannehill, . 112, 473 Welch V. Mandeville, . 388 Allen, . . 352 Wells V. Chapman, . . 388 Tucker, . 76 West V. Eiscoe, . . 324 Westbrook v. Harbeson, . 236, 240 Westervelt v. Huff, . 232, 749 Matheson, . . 210 West Ham. Charities, Re, . 679 Weston V. Barker, 472, 759 Wetherhed v. Wetherhed, . 52 Wetherill v. Hamilton, . 71 Whaley v. Eliott, . 206 Wham V. Love, . 814 Wharton v. Shaw, . 176 Wheaton v. Wheaton, . 236 Wheeler v. Bowen, . . 599 JMoore, . 599 PA BE Wheeler V.Smith, . . 106,107,183 Whelanv. Whelan, 213, 214, 217, 794, 797 Whicker v, Hume, . . ' 659, 664, 666 Whipple V. Adams, . Dow, McClure, . Whiston V. Dean, &c., of Rochester, Whitaker v. Whitaker, Whitall V. Clark, White V. Albertson, . Briggs, Carpenter, . Cox, '. Flora, . Jackson, Olden, • . Parker, Trotter, White V. White . Whitehall v. Reynolds, Whitehorn v. Hines, . Whitehurst v. Hacker, Whitesides v. Dorris, Whitted v. Webb, . Greenlee, Whitman y. Norton, . Weston, Whitney v. Stearns, . Whittle V. Henning, . Wickes v. Clarke, Wickl'iffe v. City of Lexingi Wiggin, Ex parte, V. Swett, Wiggleworth v. Steers, Wilcox V. Callaway, . Wilde V. Gibson, Wiles V. Cooper, Wiley V. Smith, Wilhelm v, Folmer, . Wilkes's Charity, Re, Wilkins v. Anderson, Wilkinson y. Charlesworth Perrin, Wilkinson, Williams v. Branch Bank, Williams's Case, Williams, px parte, . V. Chambers, Clairborne, Ex'rs. V. Marshall, V. FuUerton, HoUingsworth, Matlact MauU, : Maus 98 599 214 670 605 . 618 . 387 93, 94, 104 127, 134, 752 . 203 . 210 . 818 . 486 . 331 . 206 372, 373 . 66 213, 220 89, 598 . 587 . 837 . 215 . 508 . 206 . 198 596, 597 . 584 . 373 . 785 . 565 . 216 . 231 . 203 . 809 . 488 126, 38d . 678 . 230 591, 599 . 605 . 155 . 233 570, 573 . 575 . 59 . 609 . 223 . 380 125, 231 . 806 . 610 53, 268 Otey, 376, 377, 379, 480, 481, 501, 581 Powell, 219, 531, 532, 772 566 Waters, Williams, Woodward, Williamson v. Beckham, Field, Morton, Vaulx, Williamson, Willink V. Morris Canal, Willis V. Childe,. Wills V. Cowper, Dunn, . Wilmot V. Pike, . Wilson's Est., . 325, 326, 330 92, 93, 94 . 499 . 613 . 238 . 233 . 558 532, 554, 556 ■ . 794 669, 678 . 688 . 238 . 652 . 243 XXXVIU TABLE OF CASES IN AMERICAN NOTES. 86, 10' PAGE 570 , 832 401 480 , 566 , 122 , 770 169, 392, 470, 563, 564, 618,621, 623 304, 470 747, 757 . 95 . 766 . 478 . 686 . 222 . 253 . 304 . 238 87, 91, 721 , 267 183, 658, 660 . 602 . 794 387, 458 . 175 . 77 . 245 . 533 . 759 . 73 300, 305, 688 327, 329, 544, 545 245, 751 558,559 . 549 . 222 688, 689 . 388 . 568 . 650 . 187 559, 568 77, 126, 202, 234, 236, 243 Worchester Charities, Re, . . . 669 Worleyv. Frampton, .... 398 Wormeley v. Wormeley, 230, 481, 513, 523, 546, 693, 709, 751 Wilson, Matter of. In Re, . Bennett, Davisson, Harman, Howser, Troup, . Wilson, Wilt V. Franklin, Winborn v. Gorrell, Winch V. Brutton, Winder v. Differderfer, Winalow v. Ancrum, Winston v. Jones, Winter v. Green, Rudge, Wise V. Wise, Wisner v. Barnett, Withers v. Yeadon, Withington v. Withington Witman v. Lex, . Woelpper's App., Wood's Settlement, Re, Wood V. Burnham, Cone, . Dille, . Dunmar, Garnett, Hardisty, Sparks, Wood, . Woods V. Farmere, Sullivan, Woodman v. Good, Woodruff' V. Cook, Woodridge v. Watkins Wolfv. Bate, Eichelberger, Wolfe V. Washburne, Woolmer's Est., . Woolen V. Burch, Woolam V. Hearne, Worrell's App., . Worth V. McAden, Worthington v. Evans, Worthy v. Johnson, Wright's App., . Wright V. Dame Henderson, King, . Linn, . Lukes, Snowden, Trustees, Wilson, Wood, Wright, Wyche, Re, WykofFv. Wykoff, Wyly V. Collins, . Wyllie v: Ellice, . Wynn v. Lee, Wyse V. Smithj . PlUE . 520,521,522 304, 315, 433, 434 . 430 704, 783 . 508 230 . 386 . 483 131, 134 183,658,661,682 . 804 198, 774 107, 514, 664, 666 210, 211 . 762 . 533 839, 840 . 626 . 613 246, 763 . 387 . 493 Y. Zane'sWill, Zebach v. Smith, Zeiter v. Bowman, Zellar's Lessee v. Eckart, Zimmerman v. Anders, Yardly v. Raub, . 620 Yerby v. Lynch, . ^01 Yohe v. Barnett, . 588, 599 Youmans v. Boulke, . . 83 Yundt'sApp., . 533 Young V. Bumpass, . . 203 Frost, . 210 Jones, . 620 Keogh, . 570 Lord Waterparfc, . 377 Miles, 548 Young, . 281 Youst V. Martin, . 231 . 107 685, 688 . 746 . 372 . 99 TABLE OF ENGLISH CASES. [n.b. the keperences are to the star-paqino in brackets.] A. 381 Abbott V. Abbott, Gibbs, Abel V. Heathcote Abraham v. Newcombe, Ackerley v. Vernon, Ackland v. Lutley, Ackroyd v. Sinithson, Acton V. Woodgate, Adair v. Shaw, . Adams V. Broke, Claxton, Clifton, Cole, . Lavender, Meyrick, Paynter, Taunton, damson v. Armitage Addis V. Campbell, Addison v. Mascall, Adlington v. Cann, Adnam v. Cole, . Ainslie v. Meddlicott, Aislabie V. Rice, . Alain V. Jourdan, Albemarle (Earl of) v Alcock V. Sloper, Sparhawk, Alder v. Gregory, Ada PAGE . 123 . 505 . 475 . 415 51, 400 245, 246 135, 143 83, 336, 337, 343 . 164, 282, 509 . 282, 369, 478 . 375 527, 540, 559, 353 175, 177, 180, . 218, 226, 59, Rogers, 62, 64, 386 573 409 416 354 188 307 420 152, 153 . 154 274, 390, 361, 164, 164 452 146 501 515 439 391 362 265 Aldridge v. Wallscourt (Lord) 350, 351, 352 Westbrook, . . 553, 554 Alexander V. Alexander, 70, 486, 489, 493 Wellington (Duke of), . 46 Allan V. Backhouse, . . 342, 367, 435 M'Pherson, . . . .150 Allen V. Anthony, .... 512 Coster 403 Sayer, . . . 268, 403, 504 Thorp 553 Alney v. Kendal, .... 513 Amand v. Bradbourne, . 564, 567, 572 Ambrose V. Ambrose, . . 57, 94 Amesburyv. Brown, .... 362 Amphlett v. Parke, . . . .143 Anderson v. Anderson, . . . 419 Dawson, . . . 421, 422 Ex parte, 193, 202, 207, 288,304 Anderton v. Cook, . . . 353, 354 Andrew v. Clark, .... 124 Wrigley, . . . 165, 265 Andrews v. Brown, .... 356 PAGE Andrews V. Partington, . 401,402,574 Angier v. Angier, . . . 426, 427 Stannard, 188, 278, 280, 555, 563 Angle, Ex parte, . . . 520, 547 Anglesey v. Annesley, . . . 149 Angus V. Angus, .... 44 Annesley v. Simeon, . ; 274, 317, 448 Anon. Cases, 277, 289, 339, 342, 367, 372, 463, 480, 504, 511, 515, 540, 559, 565 Anon V. Bishop of Llandaff, . 451,461 Fitzgerald, . . . 277, 540 Jolland 540 Osborne, . . . .195 Robarts, . . 185, 192, 195 Anstruther V. Adair, . . . .412 Antrobus v. Smith, . 83, 84, 85, 89, 448 Aplyn V. Brewer, .... 311 Archer's Case, 318 Archer v. Mosse 150 Arglasse (Earl of) v. Muschamp, . 44 Arkell v. Fletcher, . . . .286 Armiter v. Swanton, .... 540 Arnold V. Chapman, . 139,141,456,457 Arnott V. Biscoe, .... 515 Anhington v. Coverley, . . . 274 Ashburnham v. Thompson, 374, 523, 524, 559 Ashburtonv. Ashburton, Ashley v. Bailley, Ashton V. , Ashton V. M'Dougall, Aspinall V. Kempson, Astley V. Mills, . Aston V. Aston, Curzon, Atherton v. Worth, Att.-Gen. V.Arnold, Arran, Aspinall, . 396, 397 . 165, 514 . 366, 367 . 419 . 256, 260 . 325, 326 . 425, 426, 514 . 515 . 338 . 128, 461 195, 207, 296, 470 __-, ... 47 Backhouse, 463, 464, 482, 516 Barkham, . . .354 Baxter, . . . .451 Bedford Corporation, 460, 466 Berryman, Black, . Boultbee, Bowles, . Bowyer, Brandreth, Brentwood School, Brettingham, 489 460 . 451, 462 . 453, 455, 457 119, 212, 451, 462 466, 467 . 461 463, 470 Brewers' Company, 264, 469, 557 xl TABLE OF ENGLISH CASES. PAGE Att.-Gen. V.Bristol (Mayor of), 128, 129 266, 451, 461, 468 Brooke, . . . 463, 465 Brown 521 Buller, . . 453, 463, 466 Burgess of East Retford, 463, 469 Caius Coll., 129, 192, 451, 461 467, 524, 525, 559, 560, 563 Caldwell, . . .456 Carlisle (Mayor of), . 453 Catherine Hall, 129, 451, 462 Chester (Bishop of), 452, 454 Christ's Church, 466, 467, 468 Christ's Hospital, 129, 461,469, 558, 562 Clack, 185, 194, 195, 196, 197, 210, 434, 548, 563 Clarendon (Earl of), 159, 460, 466, 539 Clark, . . . 453, 467 Coll. of William and Mary, 452 Comber, . . .453 Coopers' Company, 128, 129, 131, 192, 460,461,462,525 Coventry (Mayor of), 129, 266, 461, 468, 469, 524 Crook 463 Cross, . . 463, 464, 455 Cumming, 308, 442, 444, 445, 454, 458, 553 Davies, . . 451,455,457 Davy, . . . .443 Dixie, 451, 460, 464, 465, 466 Downing, . . 48, 2H Doyley, . . . .211 Drapers' Company, 129,451, 461. 462, 562, 563 Drummond, 191, 467, 524, 563 Dublin (Corporation of), 453 Dudley (Lord), 169, 170, 266, 537, 539, 563, 564 Dyson 196 Exeter (Corporation of), 266, 453, 467, 468, 470 Fishmongers' Company, 130, 455 Flint, 170, 264, 266, 306, 468 Floyer, . . 184, 187, 443 Foord, . . . .464 Forster, 274, 439, 441, 544, 549 Foundling Hospital, 48, 460, 466 Foyster 468 Freeman, . . . 453 Gascoigne, . 130, 462, 467 Gibson 451 Goddard, . . .456 Goulding, . . . 451 Gower, . . . 464, 515 Graves 456 Green, 130, 198, 451, 465, 547, 548 Grocers' Company, 130, 451, 461 Grummond, . . . 467 Guise, .... 451 Haberdashers' Company, 128, 129, 461, 467, 558, 559 Hall 74 Halsey, . . . .358 Hamilton, . . . 475 Att, PASE -Gen.v. Harley, . . 456 Harrow Schoo , . . 466 Hartley, . . 467 Hartwell, . 455 Heelis, . 133, 453, 454 Herrick, . . 450 Hewer, . . 459 Higham, . . 381 Hinkman, . 451, 452 Hothara, . 464 Hungerford, 170, 463, 464 Hurst, . . 468 Hyde, . . 456 Ironmongers' Company, 48, 451, 461,462 Jackson, . . 467 .Tohnson, 129, 461, 469 Jones, . 59 Kell, . 466 Kerr, . 463, 465 Landerfield, . 48 Lawson, . . 57 Leeds (Duke of), 45, 51,269,430 Lepine, . . . 454, 468 Lichfield (Bishop of), 187,189 190, 443 Lock, . . . 460, 466 London (Corporation of), 191, 195, 451, 454,552 Lonsdale (Earl of ), . . 466 Mansfield (Earl of), 460, 466, 467 Mathews, . . 450, 451 Maywood, . . . 464 Merchant Vent. Society, 129, 451 Meyrick, Middleton, Mill, Milner, . MinshuU, Morgan, . Munby, . Nash, Nethercoat, . 456 . 460, 466 . 457 . 137 129, 451, 461 281, 508, 547 456, 457, 459 . 456 463 Newark (Mayor of), . 463 Newcorabe, . 274, 439, 454, 441, 442, 444 Newbury (Mayor of), . 469 Norwich (Mayor of), 525, 547, ^0 Oglander, . . 451, 461 Owen, . . . 463, 469 Oxford (Bishop of), . 451 Painter & Stainers' Comp.,461 Pargeter, . 463, 464, 482 Parker, 158, 439, 441, 442, 454 Parnther, . . 155 Parsons, . . 457 Pearce, . , . 453 Pearson, . 177, 188 452, 467 Perse, . . 266 Persoe, . . . 408 Pomfret, . . 202 Potter, . . 392 Poulden, , , 394, 445 Power, . . 455 Prettyman, ." 469, 470, 524 Price, . 460, 464, 493 Randell, . 311, 312 Reeve, . . 131 Hichards, . . 47 TABLE OF ENGLISH CASES. Xli PAOE Att.. Gen. V.Rochester, . . . 465 Ruper, . . . .452 Rutter, . . . .441 Sands, . . . .270 Scott, . 230, 308, 443, 444 Shore, 176, 191, 210, 467, 524 Shrewsbury (Corporation of) 453 Skinners' Company, 130, 462, 469 Smythies, . . . 460 Solly, . . . 374, 523 Sothen, . . . .156 South-Sea Company, 473, 474 Sparks, . . 129, 461, 459 Stamford, . 464, 465, 466 Stephens, . . 191, 195 Stewart, ■ . .59, 457 Syderfen, . 128, 130, 451 Todd, . . 130, 451, 455 Tomkins, . . . 456 Tonner, . 129, 131, 451 Tyndall, . . 456, 468 Vigor 286 Vivian, . . . 466 Wansey, . . 451, 462 W^ard, . . . 361, 453 Warren, . . 463, 464 Weymouth (Lord), 135, 456 Whitchurch, 451, 456, 462 Winchelsea, 176, 212, 461, 470 Wilkinson, . . 453, 467 Williams, . . 453, 457 Wilson, . . 47, 521 Aubrey v. Middlelon, . 347, 360, 361 Auriol V. Smith .526 Austen v. Halsey, . , . . . 361 Austin V. England (Bank'of), . . 174 Taylor 332 Avery v. Osborn, .... 562 Ayliffe v. Murray, . 158, 537, 558, 576 Aylward v. Kearney, . 157, 169, 265 Aynsworth v. Pratchett, . . . 403 B. Back V. Andrews, . . 98,99,100,105 Backhouse v. Middleton, . . . 367 Bacon v. Bacon, Badham v. Mee, Bagenal V, Bagenal, . Bagg V, Foster, Baggett V. Meux, Bagol V. Bagot, . 191,212,426,427,561 Bagshawe v. Spencer, 231, 242, 328, 331, 333 Bailey v. Ekins, . . 348, 349, 358 Gould, . . . .379 Biainbrigge v. Blair, 191, 194, 195, 212, 213 Baines v. Dixoi), . . . . 575 Baker v. Diddle, .... 44 Hall, . . . 415, 456 Martin 575 Paine, . . . .167 Sutton, . 79, 80, 133, 452 Balchen v. Scott, . . . 215, 218 Baldock, Ex parte, .... 480 Baldwin v. Banister, . . . 173 Billingsley, . . .281 Balfour v. Welland, 338, 342, 343, 476, 504 Ball v. Coutts, . . . .411 Harris, . . 342, 345, 355, 504 Montgomery, 163, 411, 413,428, 557 311, 540 . 403 . 368 545 406, 420, 423 317, PASE Balls V. Struft 316 Balsh V. Higham, . . . 571,578 Bamfield v. Wyndham, . . 352, 354 Banerman V. Radenius, . . 261,503 Bank of England V. Lunn, . . 174 Moffatt, . . 445 Parsons, . 174, 445 Bankes v. Le Despencer, . 334, 335 Barber v. Barber, .... 535 Barclay v. Collett, . . . .428 Bardswell V. Bards well, . . 67,73,75 Barford v. Street 422 Barker v. Duke of Devonshire, 347, 348, 355 363, 504 Hill, . Richardson, Barkley v. Lord Reay, Barlow v. Grant, Heneage, . Barnadiston v. Lingood, Barnard' v. Large, Barnes v. Patch, Barneeley v. Powell, Barnet v. M'Dowall, Barnewell v. Cawdor, Barrett v. Glubb, Barrow v. Greenhough, Barrymore v. Ellis, Barstow v. Kilvington, Bartle v. Wilkin, Bartlet v. Hodgson, . Downs, 255, 256, 260, 261 , 327 Bartlett v. Pickersgill, . 60, 61, 95965 Bartram v. Whicheote, . . . 479 Barwell v. Parker, . 336, 339, 341, 35 Baskerville v. Baskerville, . . 332 Bossett V. Clapham, . . .321 Bastard v. Proby, .... 331 Batchel'lor v. Searl, . . . .126 Bate v. Scales, . 310, 376, 379, 522, 523 Bateman v. Bateman, . 236, 355, 561 Davis, 369, 382, 526, 527, 559 Bates V. Dandy, . . . 406, 416 Graves, . . . .150 Heard 151 Bath (Earl of) v. Abney, . . 270, 430 Bradford, 341,349,355,359 Montague's Case, . 145 171 503 212 399, 402, 572 83,88,108,111 . 153 319, 322, 323 76,77 145, 150 . 424 . 358 . 274 . 167 422, 423 . 167 . 553 518, 519 Batson v. Lindegreen, Battersbee v. Farington, Baugh v. Price, Bawtree v. Watson, Bayley v. Boulcott, . Mansell, Powell, Baylis v. Att. -Gen., Newton, Baynes v. Baynes, . Beachcroft v. Bcachcroft, Beadmore v. Cuttenden, Beal V. Beal, Beal V. Ridge, . Beales v. Spencer, Beaman v. Dodd, Beatson v. Beatson, Beauclerk v. Ashburnham Beaumont v. BouUbee, Bramley, Ex parte, Meredith, Beckett v. Cordley, Marsden, 105, 293 84 345, 358 . 57 . 539 . 153 57, 60 176, 212 . 562 . 450 109, 113 208, 294 . 345 . 449 . 368 2S4, 299 . 421 410 !, 89 484 264 150 533 550 512 59 87, 8 377, xlii TABLE OF ENGLISH CASES. Beckford v. Beckford, Wade, . 96, 264 Bedford Charity, In re, 195, 198, 209, PAGE 98 265 467, 568 98 298 226 540 473, Bedwell v. Frome, .... Beech, In re, . . . 202, 208, Begbie v. Crook, . . 224, 225 Beilby, Ex parte, . . . 533 Belchier, Ex parte, . . 312, 474, 541 V. Parsong, . 305, 375, 578 Bellasis v. Compion, . . 57, 59, 62, 96 Bellew V. Russell, . . . 160,161 Benbow v. Townshend, . 57, 59, 96, 98 Bench v. Biles, . . . .360 Benger v. Drew, . . 92, 94, 98, 101 Been V.Dixon, . . 386, 391,393 Bennett v. Atkins, . . . 559, 563 CoUey, 266, 382, 433, 434, 435, 528 Davis, . 48, 269, 406, 529 Ex parte, . 159, 536, 539 Going, . . 557, 558, 562 Hayter, .... 451 Honey wood, 191, 196, 210,492, 493 Vade, Benson v. Benson, Whittam, Bentham v. Wiltshire, Benton v. Thornhiil, Benyon v. Collins, Beresford v. Archbishop of Armagh, Hobson, Berkhampstead School, In re, Berkley v. Ryder, Berry v. Askham, Usher, Best V. Stamford, Bethune v. Kennedy, Bettison v. Bromley, . Bevan v. Nunn, Beveridge, Ex parte, . Bick V. Motley, Bickfaam v. Crutwell, Freeman, Bicknell v. Page, Biddle v. Perkins, Biddulph V. St. John, Bifield v, Taylor, Bill V. Cureton, Kynaston, Billingsley v. Critchett, Binford v. Bawden, . Bingham v. Bingham, Clanmorris, Binks v. Lord Rokeby, 343, 363, 476, 504 505 Bmns V. Hey 569 Birch V. Blagrave, 105, 108, 109, 110, 111 Glover 357 Wade, . 68,70,71,78,79,492 Bids V. Betty 314 Birmingham v. Kerwan, . . . 364 Biscoe v. Earlof Banburv, . . 513 Perkins, . 233, 318, 320, 322 Bishop V. Talbot, , . . .144 Blackborn V. Edgly, . . . .157 Blackburn v. Stables, 65, 328, 329, 331, 334 Blackburne, Ex parte, . . 191,198 Blackford v. Christian, . . .154 Blacklow V. Laws, . . . 421, 478 Blake v. Blake, . . . 61, 439 145 420 72 476 336 505 425 411, 412 . 466 496, 497 . 355 127, 172 324, 325 390, 391 . 540 . 337 . 207 . 531 351, 363 . 358 . 353 . 475 . 515 . 543 83, 337 . 385 . 402 . 413 . 149 224 PAOE 273, 384 . 163 73, 74, 135 138, 139 473, 479 . 513 169, 265 121, 527 364 124 409 552 415 60 408 351, 354 . 428 429, 449 . 157 . 309 338,339,340,343 . 375 . 400 325, 515 82, 88 . 265 . 412 313, 375, 524 224, 226 361, 364 96, 166, 265 Blake v. Bunbury, Blanchet v. Foster, . Bland v. Bland, Wilkins, Blatch v. Wilder, Blenkarn v. Jennings, Blennerhasset v. Day, Bligh V. Earl of Darnley, Blinkhorn v. Feast, Blois V. Hereford, Blount V. Barrow, Bestland, Hipkins, Winter, Blue V. Marshall, Blunden v. Barker, Boardman v. Mosman, Boazman v. Johnston, 336, Boddam v. Ryley, Boddy V. Dawes, Bodmin v. Vandebendy, Bolton v. Bolton, Bond V. Hopkins, Simmons, Bone V. Cook, Bonifant v. Greenfield, Bonner v. Bonner, Bonny v. Ridgard, Booth v. Booth, 236, 309, 369, 373, 379,382, 495, 526 , Leycester 524 Lightfoot, .... 448 Bootle V. Blundell, . 351, 352, 353, 354 Boraston's Case, .... 240 Bosanquet, Ex parte. Boss V. Godsall, . . 369, Bostock V. Blakeney, Boteler v. AUington, Bottomley v. Brook, Fairfax, Boughton V. Boughton, James, . Bourdillon v. Adair, . . 409, 413 Bovey v. Leighton, .... 517 Smith, . . 165, 317, 509 Bowdler v. Smith, .... 345 Bowes V. Earl of Strathmore, 404, 429, 571 East London Waterworks Company, 480, 482, 527 Heaps 153 Bowles V. Rogers, .... 171 Stewart, . . . 158, 272 Boyce v. Banning, .... 475 Boycot V. Cotton, . . . .368 Boyle V. Bishop of Peterborough, . 493 Boyne, Ex parte 193 Bozon V. Bolland, . . . 531, 567 Stratham 164 Brace v. Duke of Marlborough, . 515 Brackenbury V. Brackenbury, 109, 111 Bradford v. Belfield, 184,287, 303, 473, 489 Bradling V. Ord, . . . .517 Bradshaw v. Tasker, . . . 455 Bradwell v. Catchpole, . . . 310 Brander v. Brander, . . . 386, 446 Brandlyn v. Ord, . . . 165, 517 Brandon v. Ashton 395 Braiser v. Hudson, .... 183 Brassbridee v. Woodroff, . . . 126 Bray v. West, . 224, 227, 228, 547, 566 Braybroke (Lord) v. Inskip, 283, 284, 285, 307, 343 302 485 571 279 . 274 . 340 106, 111 . 354 484, 383, 240, TABLE OF ENGLISH CASES. xliii Breedon v. Breedon, Brerelon v. Brereton, Brett V. Forcer, . Greenwell, , Brettell, Ex parte, Brewster v. Angell, Rrice v. Stokes, Bridge v. Brown, Bridgen v. Lander, Bridger v. Reid, . Bridges, Ex parte, Stephens, Bridget v. Hames, Bridgman v. Dove, Green, Bristed v. Wilkins, Bristol (Countess oO v. Hungerford, Brisiow V. Bristow PAGE . 398,476,504 476, 486, 488, 495 . 409, 432 . 412 . 284, 285 . 472 310, 313, 314, 373, 382, 483, 495 . 399, 402, 571 . 347 . 282 . 300 . 383 . ■ . 544 345, 350 . 146 174, 445 119 453 British Museum v. White, . . .458 Britton v. Twining, . . 330, 333, 335 Broad v. Bevan, 66 Broadhurst v. Balguy, 310, 312, 313, 373, 382, 474, 483, 495, 527 Brocksopp V. Barnes, 404, 570, 574, 577 Broderick v. Broderick, Brodie v. Barry, . Duke of Chandos St. Paul, . Brome v. Berkley, Bromhall v. Wilbraham, Bromley v. Holland, . Brook V. Brook, . Bulkely, Broom v. Broom, Summers, . Broome v. Monck, Brotherton v. Hutt, Broughton v. Langley, Browell v. Read, Brown v. Amyalt, Bamford, Brown, Carter, Casamajor, . Clark, . De Tastet, . Ex parte, Higgs, 67, 68, 70, 79, 486 410 Howe, . Jones, . Litton, . Pocock, Ramsden, San some, Selwyn, Southouse, Temperley, Browne v. Like, Lockhart, Brudenell v. Boughton, Bruere v. Pemberton, Brummelv. M'Pherson, Prothero, Brydgea v. Brydges, . Phillips, . Buchanan v. Hamilton, Buckeridge v. Glasse, . Ingram, Buckinghamshire (Earl of) v. Hobart, 326 Buckle V. Mitchell 516 146, 425 212, 425 . 457 . 551 . 365 . 352 . 547 . 210 164, 282, 509 293 467 136 165, 513, 517 233, 234, 235 . 212 . 410 422, 423 176, 212 . 157 65, 402 412, 421 379, 578 . 199 135, 485, 490, 492 . 560 113, 114, 325 . 377 . 492 . 232 374, 523 . 172 374, 523 . 400 . 422 . 552 356, 360, 361 375, 524 . 52 350, 351, 352, 354 . 385 350,351, 353, 554 64, 191, 192, 195 . 526, 527, 528 362, 435 Buckley v. Welford, Buffery, Ex parte, Bugden v. Bignold, Bull V. Kingston, Vardy, Bullock V. Menzies, Sadler, Stones, Wheatley, Bulpin V. Clark, . Burden v. Burden, Burdon v. Dean, Burge V. Brutton, Burgess v. Burgess, Lamb, Wheate, Burgoyne v. Fox, Burke v. Jones, . Burlass v. Cooke, Burleigh v. Stott, Burleton v. Humphrey, Burnet v. Kynaston, Burrv. Mason, . Burrell v. Burrell, Crutchley, Burridge v. Row, Burrowes v. Locke, Burt V. Dennet, . Ingram, . Burton, Ex parte, V. Hastings, Knowlton, Pierpont, Bush V. Allen, Bushell V. Bushell, Butcher v. Butcher, Stapeley, Butler V. Duncomb, . Portarlington Buxton V. Buxton, Ex parte, Byrchall v. Bradford, 405, 407, ' TAGE . 150 . 207 . 572 . 75, 123 66, 67, 68, 72 . 413 . 516 401, 402, 404 . 379, 380 . 424 575 409, 410, 413 572, 575 . 535 . 385 45, 49, 50, 269, 270, 275, 276, 430 . 364, 480 341, 342, 357 . 517 . 306 . 497, 499 . 408, 416 . 292 66, 70 . 333 . 449 . 146 . 282, 520 . 369 . 208, 296 . 329 . 352, 354 . 406, 420 233, 234, 407 . 511, 512 493 ". 509, 510 . 366 . 61 380, 446, -474 . 480 364, 371, 522, 523 238,; c. Cadman v. Homer, .... 147 Cafe V. Bent, . . 184, 185, 494, 563 Caffrey v. Darby, . . 447, 559, 561 Cagon V. Round, .... 515 Caldecottv. Brown, .... 571 Caldecott, ." . 377, 389 Callaghan v. Egan 294 Calverley V. Phelp, . . . 544, 545 Calvert v. Godfrey, . 290, 294, 299, 301 Sebbon, . . . .533 Cambridge V. Rous, . . . 135,136 Campbell V. French, . . . 412,413 Home 555 Leech, . . . .481 Lord Netterville, . . 498 Thompson, ... 45 Walker, 158, 159, 165, 168, 365, 479, 536, 538, 539, 564 Campion V. Cotton, . . . . 102 ... 160 . 447 . 525 . 400 . 209, 300, 568 Cane v. Allen, Caney v. Bond, . Cann v. Cann, Cannings v. Flower, Cant, Ex parte, . xliv TABLE OP ENGLISH CASES. PAGE Cape V. Bent, 187 Capel V. Girdler, . . . .325 Cardigan (Earl of) v. Montague, . 481 Carpenter v. Heriot, . . . 157, 538 Marnell, . . 51, 269, 530 Carr v. Bedford, . . . . • 486 Burling(on, . 336,338,339,359 Eastabrook, . . . .411 Ellison 270, 430 Taylor 408, 412 Carrick V. Errington 134 Cart V. Rees, 418 Carter V. Anderson, .... 410 Barnadiston, . . 243, 246, 355 Carteret v. Carteret, . . 254, 279, 281 Pascal, . . . .416 Petty, Wyndhara, Cartwright v. Pettus, . Radnor, Carus V. Townshend, . Cary v. Abbot, . Askew, . Cary, Goodinge, Casborne v. English, . Scarfe, . Case V. Roberts, Cator V. Cooley, Cavendish v. Mercer, Cecil V. Butcher, 83, 108, 109, 111 Chadwick v. Heatley, Chadwin, Ex parte, Chalk V. Danvers, Challan v. Shipham, . Challis V. Casborne, . Chalmer v. Bradley, 168,'169, 264, 538, 540 Chalmers v. Brailsford, Chamberlain v. Agar, Chamberlain, Dummer, Chambers v. Caulfield, Chambers, Ex parte, Goldwin, Minchin, 130, 131 44 406 44 466 452 455 58 . 71 . 172 . 269 284, 405 518, 547 . 511 . 400 112 580 . 364 93, 95 372, 376, 381 349 Waters, Champion, Ex parte, , V. Rigby, Chandos v. Brownlow Talbot, . Chaplin, Ex parte, Chapman v. Blisset, . Brown, , Emery. . Charitable Corporation V.Sutton, Donation (Commissioner) v Cotter, 119 59,61, 151 . 151 . 385 . 427 '. 329 ." 399, 400 . 403, 574 305, 310, 313, 373, 541 536 377 168, 169, 265 169, 514 . 416 370 232, 239, Cholraondely v. Clinton, 168, 257, 258, 260, 261, 265, 267, 268, 324, 527 377 240 456 516 521 Charlton v. Wright, . Charter v. Trevelyan, Chasteney, Ex parte, . Chatham (Lord) v. Tothill, Chertsey iWarket, Re 568 De Clifford, 462 Sullivan, 128, 451 . 344, 358 . 160, 581 288 335 314 Chesterfield (Earl of) v. Janssen, 145, 147, 153, 154, 163 Chettom v. Lord Audley, . . . 574 Child v. Stephens, . . 339,343,358 Cholmelyv. Paxton, .... 476 Christ's Hospital v. Budgin, Christian v. Devereux, Chudleigh's Case, Churchill V. Hobson, . Small, . Clark, Re . . . Clarke v. Berkely, Jacques 100 . 535 318, 430 295, 312 . 272 193, 205 . 497 419, 422 Parker, 214, 307, 308, 485, 488, 489, 490, 495, 496, 498, 499 Pistor, Sewell, Smith, Swaile, Turner, Clarkson v. Hanway, . Clavering v. Clavering, 422 345 537 538 486 152, 154 83, 84, 85, 87, 88, 106,107, 111 476 368 446 409 125 Clay v. Sharpe, . Clayton v. Glengall, Gresham, Cleland v. Cleland, Clennel v. Lethwaite, Clergy (Corporation of Sons of) v. Mose, Clermont V. Tasburgh, Clifibrd v. Francis, Lewis. •Clinton v. Seymour, Clough V. Bond Clowdesley v. Pelham, Cloyne (Bishop of) v. Young, Clutterbuck v. Clutterbuck, ■ Smith, Cochrane v. Robinson, Cockell v. Pugh, 478 . 146 450, 452 . 345 . 365 308, 310, 371, 375, 377, 378, 381,541, 573 . 347 115 354 358 432 203, 205, 293, 294, 295, 298 Cocker v. Quaile, . 369, 382, 483, 495 Cockerel v. Barber 535 Cholmeley, . . 476, 479 Cocking V. Pratt, . . . 157, 158 Cocksedge v. Cocksedge, . . . 427 Codrington v. Foley, .... 365 Cogan V. Stephens, . . . 128, 142 Colchester, (Mayor of) v. Lowten, . 47 Cole V. Gibbons, . . . .153 Gibson, . . . .163 Robbins, .... 155 Turner 360 Wade, 184, 188, 211, 287, 489, 493, 495 Colegrave v. Manby, . . 433, 434, 435 Coles V. Trecothick, 152, 153, 158, 537, 538 CoUard v. Hare Collier v. Burnett, Dublsy, CoUingdon Ex parte, Collins v. Archer, Collins, Wakeman, CoUinson v. Pater, Patrick, 83, 84 CoUis V. Blackburn, Cary, Colfis, . Colman, Ex parte, Sarell, Colmore v. Tyndal, , \ Colville V. Middleton, 114, 159, 265 . 454 552, 559 . 532 . 517 391 115 . 455 86, 87, 89, 448 . 400 . 574, 575 . 550, 551 . 532 83, 85, 87, 89 248, 250, 251 . 350, 358 TABLE OP ENGLISH CASES. xlv Mellish, Plunket, ConoUy v. Lord Howe, Parsons, Constantein v. Blache, Conway v. Conway, . Cook V. Burtchaell, . Clayworth, . Collingridge, Cook, Dunkenfield, Fountain, 106, 107, 108, 111, 112, 113 Hutchinson, .... 122 Stationers' Company, 136, 137, 138, 140, 141, 456 Cooke V. Crawford, 173, 179, 226, 287, 489, 541 PAGE 366 426 Comb V. Comb; . Compton V. Collinaon, Coningham v. Coningham, 215, 318, 219, 221 . . 121 . 85 . 166, 167 . 179 . 336 . 365 . 157 . 155, 515 . 159, 379 325, 447, 546 128, 451 Fryer, . Soltau, Wiggins, Cookson V. Reay, Coombes v. Gibson, Cooper V. Stationers' Company, Thornton, . Wyatt, Cope V. Parry, Copeman v. Gallant, . Coppin V. Fernyaugh, Corbert's Case, . Corbert v. Maydwell, Corbyn v. French, Cordall's Case, Corder v. Morgan, Cornish v. Shaw, CornwaUis's Case, Corrie v. Byrom, Corry v. Bllison, Cory V. Gertchken, . Cory, . Cesser v. Collinge, Coster V. Coster, Cotham v. West, Cothay v. Sydenham, Cotteen v. Missing, Cotterel v. Hampson, Cottington v. Fletcher, Cotton V. King, . Coventry v. Att.-Gen., Coventry, . 336, 543 253, 255, 257, 263 429, 427 . 369 345, 349 . 138 . 598 . 396 . 546 269, 529, 530 . 513 Higgins, Courtney v. Ferrers, . Cowgill V. Oxmantown, Cowley V. Hartsonge, Cowper V. Cowper, Cox V. Bateman, Chamberlayne, Coxe V. Bassett, Crabb v. Crabb, . Crackelt v. Bethune, Cragg V. Holme, Crallan v. Oughton, . Crane v. Drake, Cranslouii (Ld) v. Johnston Crawshay v. Collins, . Cray V. Mansfield, Creagh v. Wilson, . . . 346 365, 366 452, 456 243, 246 . 476 . 357 . 510 180, 181 . 430 . 528 155, 157 . 482 . 412 . 462 281, 513 84, 87 64, 505 61, 94, 164, 167 110 191 189, 190, 195, 196, 197,543,552,554,584 497 449, 431 . 474 369, 488 . 151 518, 519 . 478 68,72,81,132 64, 101, 105 374, 381, 523, 524, 558, 559, 564 . 156 341, 356 . 166 . 44 379, 522 . 158 . 496 PAGE Creed v. Creed, 362 Creuze V. Hunter, . . . 341,524 Louth, . . . .524 Crewe v. Dicken, . 216, 226, 305, 307 Cripps V. Jee, ... 61, 62, 166 Crockett v. Crockett, ... 65 Croft v. Adam 65, 69, 70 Pike, .... 277,540 Slee 137, 421 Crofton V. Ormsby, . _ . 164, 282, 509 Crommelin v. Crommelin, . . . 497 Crook V. Brooking, . . . .61 Crop V. Norton, . . . 92, 95 Crossley v. Archdeacon of Salisbury, 327 Crossling v. Crossling, . . 68, 485 Crow V. Ballard, .... 156 Crump V. Baker, . . 570, 572, 573 Cruse V. Barley, .... 142 Cruwys v. Colman, 70, 71, 74, 76, 78, 79, 492 Culpepper v. Aston, 342, 343, 356, 359, 504 Cunliffe v. Cunliffe Currant v. Jago, . Currie, Ex pane, V. Pye, . Curtis V. Chandler, Hution, Lukin, Mason, Perry,. Price, Rippon, Cusack V. Casack, Cutbush V. Cutbush, Cutler V. Coxeter, 71 93, 98, 99 . 288 . 456 196, 543 . 454, 456, 457 . 433 . 310, 312, 313 . 45,93,109,113 232, 241, 248, 249, 250 73,75 • 329 . 533 . 352 D. Da Costa V. De Paz, . . 130,451,455 Dagley v. Tolferry, . . . 398, 574 Dakins v. Beresford, .... 421 Dalbiac V. Dalviac, .... 416 Daley v. Desbouverie, . 495, 498, 501 Dalmaine v. Anderson, , . . 181 Dalton V. Coafsworth, . . . 151 Hewen, .... 355 Dangerfield v. Thomas, . . . 530 Daniels v. Davidson, .... 512 Warren, . . . .391 Darke v. Martyn 373 Darley v. Darley, . . . 406, 420 Darlington, Ex parte, . . . 402 Dashwood v. Bulkeley (Lord), 496, 448, 500, 502 Davers v. Dewes, . . . .134 Davie v. Beardsham 171 Davies v. Austen, . . . 399, 574 Hopkins, 456 -Leo, 386 Thomas, . . . .513 Thornycroft, . . .419 Topp 358 Weld, . . . 322, 323 Davis, Ex parte, . . . 181,182 v. Combermere, . . 383, 546 Dendy 573 Marlborough (Duke of) 153, 166 Spurling 314 Davoue v. Tunning 538 Davy v. Hooper, .... 69 Dawson v. Clark, 118, 120, 121, 158, 314 Massey, . . . ' 374, 515 Murray, . . . 457, 158 xlvi TABLE or ENGLISH CASES. PAUE Dawson v. Parrot, .... 556 Dearden, Re . . . 203, 291, 299 Deardon v. Byron (Lord), . 256, 260 Dearl v. Hall, .... 281, 448 Debenham v. Ox, .... 168 De Clifford Estates, Re, . 206, 207, 297 De Crespigny v. Kitson, . 207, 292, 395 Deerhurst (Lord) v. St. Albans, (Duke of), 330, 333, 334 Degg V. Degg, 61 De la Garde v. Lempriere, 408, 418, 419 Delamater's Estate, .... 538 Delane v. Delane 96 Doleraine (Earl of) v. Browne, . 168 De Manneville v.Crompton, 163, 369, 382,482 Denn v. Judge, . 221, 226, 237, 238 Dent V. Bennet, . . 154, 155, 162 Denton v. Denton, 272, 273, 384,385, 428,429 Shellard 523 Desbody v. Boyville, .... 497 DeTheminesv. DeBonneval, 134,451, 455, 458 Devenish v. Baines, Devy V. Pace, Dew V. Clark, . De Weever v. Rochfort, Dickenson v. Dickenson, Ex parte, . V. Lockyer, Shaw, . Dike V. Ricks, . Dillon V. Coppin, Grace, . Dimes v. Scott, 379, 386,387, Dimmock v. Atkinson, Dick V. Reed, Dixon V. Dixon, . Olmius, Dawson, Docker v. Somes, Docksey v. Docksey, Dood V. Dodd, Doe V. Biggs, Collier, . Cook, Danvers, . Edlin, Ewart, Field, Godwin, . Halcombe, Hardwicke, Harris, Hicks, Hilder, . Hogg, Ironmonger, Jackson, . Jones, Lea, Lloyd, Manners, Martin, . Nicholls, Passingham, Plowman, Pitcher, . Putland, . Read, Roe, Rcott, Simpson, 59, 150, 151 . 191,271 . 203, 288 . 402 . 367, 504 . 275 . 166 . 100 . 356, 478 83, 84, 85, 89 . 421 388,389,523,574 . 413 .535 . 419 . 420 . 127 160, 374, 522 . 125 . 329 . 232, 233 . 235 . 262 . 58 . 232, 242 232, 242, 247 . 242 . 187, 188 . 481 . 481 . 240 239, 240, 241, 251 253,255, 259, 261,263 . 217 232, 239, 240 . 266 . 266 . 239 . 257 . 58 240, 473 239, 240, 247 230, 272, 428 . 256, 261 453 '. 256, 260 259, 283, 285 . 184, 187 . 262 232, 242, 244, 245, 246 Doe V. Smith, Staples, PAGE 224 259, 261, 320 Sybourne, 253, 254, 255, 257, 259, 261 Thornley 488 Timins 249 Walbank, . . . 232, 242 WiUan, . . . 232,242,247 Williams 242 Doiley v. Sharratt, . . . .171 Dolman v. Smith, . . . 350, 353 Weston 352 Dommet v. Bedford 305 Donne v. Hart, .... 406 Lewis, .... 358 Donnegall's (Lord), Case, . . 155 Donner v. Fortescue, .... 545 Doran v. Simpson 166 Wiltshire, . . 342, 476, 504 Dorchester (Lord) v. Effingham, . 81 Dornford v. Dornford, . . . 374, 523 Doswell V. Earle 415 Douce V. Torrington, . . . 345, 346 Douglas V. Allen, . . . .339 Bongreve, . . 333, 339 Horsfall, . . .543 Dove V. Everard, . . . 215, 218 Dover, Ex parte, 203, 205, 206, 207, 215, 237, 297, 298 V, Gregory, . . . 347, 349 Dovenby Hospital, Re, . . . 198 Dowell V. Dew, 421 Down V. Worrall, . . . 132, 489 Re 205 Downe v. Morris, .... 270 Downes v. Grazebrook, 159, 169, 479, 527, 535, 536, 539 Timeron 421 Powers, .... 514 Re, .... 569 Downman's Case, .... 56 Doyle v. Blake, . 215, 218, 219, 368, 574 Doyley v. Att.-Gen., . . . .451 Drake v. Robinson, .... 349 Drakeford v. Wilks 166 Drayson v. Pocock, 191, 211, 476, 504, 548 Driver v. Ferrand, . . 351, 352, 354 Druce v. Denison, .... 408 Drury v. Hook, 163 Dryden v. Frost, . . . 165, 514 Du Beil V. Thompson, ... 57 Dubless V. Flint 550 Duboise, Ex parte, . . . 275, 449 Dubost, Ex parte, .... 89 Dues V. Smith 412 Dummer v. Pitcher, 96, 105, 106, 108, 111 Dunbar v. Tredennick, . . . 539 Duncan v. Campbell 427 Chamberlaine, . 206, 448, 531 Duncombe v. Mayer, . . . 272, 428 Dunch v. Kent, 336, 337, 340,342, 343, 505, 512 Dundas v. Dutens 57 Dunlop v. Hubbard, Dunman, Ex parte, Dundage v. White, Durour v. Motteux, 566, 567 . 480 . ]49 142, 143, 466 Dyer v. Dyer, 92, 97, 100, 102, 104, 105, 107, 108 Dyster, Ex parte 46 Eade v. Eade, E. 71, 75 TABLE OP ENGLISH CASES. xlvii PAGE Bales V. England, . . .71, 269 Earlom v. Saunders 369 East V. Ryal 464, 559 East India Company v. M' Donald, . 515 Eastwood V. Brown, .... 336 Easton v. Smith, 179, 211, 227, 473, 485, 489 495 Ebrand v. Dancer, ... 97, 98 Edenborough v. Archbishop of Canter- bury, . . . 441,442,445,566 Edgecumbe v. Carpenter, Edgell V. Haywood, Edmunds V. Bird, Edwards v. Bates, Harben, Freeman, Fidell, Harvey, Jones, 83, 84, 85 Meyrick, Pike, Eedes v. Eedes, 543, 566 . 360 . 155 518, 547 . 336 . 364 92, 99 . 551 89,448,449 160 164 408, 411 Evelyn v. Templar, Evertson v. Toppan, Ewer V. Corbet, . Eyton V. Eyton, . Eyre v. Dolphin, Marsden, PAGE . 90, 516 . 533 . 166, 506 . 151 165, 439, 513 . 142 Eland v. Eland, 342, 363, 504, 505, 506 Elder, Ex parte, 425 Elibank v. Montolieu, . . 408, 409 Elliot V. Collier 418 Cordeil, . . . 410, 412 Elliott 104 Hancock. . . . 360, 362 Merry man, . . . 342, 355 Remington, .... 413 Ellis V. Ellis 555 Guavas, 173 IWaxwell, . . . .394 Shelby, 81,116.117,132,133,454 Ellison V. Airey, . 349, 360, 575, 576 Ellison, . . . 83, 84 Else V. Osborn 319, 320 Eltham v. Warreyn, .... 464 Elton v. Harrison, .... 473 Shepherd, . . . 248, 422 Elwin V. Williams, .... 417 Elworlhy V. Bird, • . . 426,427 Wickstead, . . . 410 Emblym V. Freeman, . . . 114, 115 Emelie v. Emelie, . . ... 378 Emery v. Grocock, 253, 255, 257, 258, 261, 263 Hill 454, 468 . 166 . 366 163, 556 399 Emelslie v. M'Aulay, Emperor V. Rolfe, England v. Downes, . Re, . Slade, 252, 253, 254, 257, 258, 262 English V. Orde, .... 456 Entwistle v. Markland, . . .390 Erratt v. Barlow, .... 400 Errington v. Chapman, . . . 401 Evans, .... 172 Essex V. Atkins, 425 Estwick V. Cailland 336 Eure V. Howard 235 Evans v. Bicknell, 272, 384, 428, 448, 512, 515 Chesshire, . . . .153 .476 . 219 . 145 399, 400 344, 357 . 367 202, 208, 594, 302 Jackson, John, . Llewellyn, Massey, Tweedy, Evelyn v. Evelyn, Forster, Fairfield, Ex parte, . . . 531,532 Faithful V. Hunt 545 Fane v. Duke of Devonshire, . . 154 Fareswell, Re 193, 206 Farmer v. Compton, . . . 498, 500 Farrington v. Knightly, . . 123, 124 Faulkner V. Elger, . . . 441,442 Fauntleroy, Re 190, 205 Faversham Charities, Re, . 188,191,194 Fawcett v. Lowther, . , ' . . 270 Whitehouse, . . . 160 Fearns v. Young, 386, 393, 404, 566, 567, 570, 572, 573 Fearon, Ex parte, .... 150 v. Webb, . . 439, 441, 454 Featherstonhaugh v. Fenwick, . . 379 Fell V. Lutwidge, Fellowes v. Gwyder (Lord) Mitchell, . Till, . Fenelito, Ex parte, Fenner v. Taylor, Fenny v. John, . Jones, . Feteges v. Robinson, . Fergusson v. Ogilvy, . Ferrars v. Cherry, Fettiplace v. Gorges, . Ffrench, Ex parte. Field V. Donoughmore (Lord), Filmer v. Golt, . Finch's Case, Finch V. Finch, . Hattersley, Squire 558 146 305, 311, 813 293, 295 . 302 88, 411 . 262 . 262 . 353 . 568 512, 516 45, 421 . 370 . 338 . 156 . 172 92,100, 103, 105 345, 347 456 Winohelsea(Earlof),269, 282, 510 Finlay v. Howard, Fitzer v. Fitzer, . Fitzgerald v. Fauconberg, Field, . Jervoise, Pringle, . Raynsford, Fitzgerald, Re, . Fiizgibbon v. Scanlan, Flanagan v. Nolan, Flanders v. Clarke, . Fletcher v. Chapman, Fletcher, . Sidley, . Walker, 272, 374, 376, 560, 564 Flint v. Hughes, . Floyer v. Sherrard, Flud v. Rumsey, Fodern v. Finney, Foley, Ex parte, . v. Hill, 191, 194 405, 426 . 514 . 366 . 474 370, 557, 563 439 193, 200 438, 439 562, 563 307, 586, 489 127 426 90, 102 74 152 172 410 204, 208, 292, 296, 297 173 Parry 71 Wontner, . . 186, 187, 467 Foljambie v. Willoughby, . . . 401 Forbes v. Ball, . . .68, 71, 78, 492 Peacock, 342, 355, 363, 473, 476, 379, 504, 505, 506, 507 xlviii TABLE OF EK&LISH CASES. Forbes v. Phipps, Ross, Ford V. Fowler, . Peering Fordyce v. Willis, Forrest v. Elwes, Forsterv. Blackburne Blackstone, Hale, . Fort V. Fort, Fortescue v. Barnett, Fotherby V. Pate, Fountaine v. Pellet, PAGE . 416 368, 374, 523, 559, 564 71, 76 271 272 56, 57, 60,61, 95, 107 . 381, 522 . 281 . 448 . 56, 57, 58, 61 . 415 82, 89, 448, 449 . 277, 540 277, 429, 540, 569, 570 . 199 . 355 Fowey's Charities, Re, Fowle V. Green, . Jones, 236 Fowler V. Fowler 425 Fowler V. Garlike, .... 116 Hunter, . . .69, 492 Fowler, Re, . . 206, 492 Willoughby, . . .362 Fox V. Mackreth, 147, 148, 158, 159, 537, 558, 559 . 153 . 456 . 362, 551 . 163 . 277, 540 374, 377, 523, 559 399, 402, 572 . 426 . 414 . 575 . 344, 357 . 425 . 425 . 405 . 376, 550, 574 . 375, 573 . 355, 358 350, 351, 352, 353 Davidson, 485, 487, 491, 490, 495 Hobson, . . . 522, 523 Frewen v. Charlton, . . . 319, 321 Fry V. Porter 510 Shelbourne (Lord), . . . 366 Fryer V. Flood 102 Fuller V. Bennett, . . . .514 Knight, 382, 383, 519, 520, 580 Wright, . Foy V. Foy, Francis v. Collier, Franco v. Bolton, Frank v. Mainwaring, Franklin v. Frith, Green, Frampton v. Frampton, Fraser v. Bailie, . Palmer, Freake v. Cranefeldt, Frederick v. Hartwell, Freeman v. More, Parsley, . Fairlee, . Freme v. Woods, Freemoult v. Dedire, . French v. Chichester, Fulton V. Gilmour, Furgus V. Gore, . Furlan v. Saunders, Futter V. Jackson, Fyler v. Fyler, . 309, 314, 580 . 356 . 317 . 550 378, 581, 522 G. Gage V. Whatmough, . Gainsborough v. Gainsborough, Gaitv. Osbaldeston, . Galliers v. Moas, Gallim v. Noble, Gardiner, Ex parte, . Gardner v. Rowe, Garforih v. Bradley, . Garland, Ex parte, Garmalone v. Gaunt, Garrard v. Lauderdale, 118, 534 . 354 . 517 . 286 362, 474 . 411 57, 530 . 408 533 367, 396, 435, 436 83, 336, 337, 388, 343 Garrett v. Noble, Gartland v. Mayott, Garth v. Baldwin, Cotton, Ward, . Gartside v. Isherwood RadclifTe, Gaacoigne v. Thwing, Gaskell v. Gaskell, Gough, Hough, Gathorne, Re, Gaunt V. Taylor, Gayner v. Wilkinson, Geary v. Bearcroft, George v. Howard, George (St.) v. Wake, Gerrard v. (lerrard. Gibbons v. Hawley, Gibbs, Ex parte, V. Rumsey, PAGE 380, 474 . 184 232, 242, 333 318, 323 . 511 152, 154, 155, 156 . 151 94, 95, 108 86, 109 Giblet V. Hobson, Gibson v. Bott, Heyes, Jeyes, Kinven, Montford (Lord) 98, Rogers, Russel, Scudamore, Giddings v. Giddings, Gifford V. Manly, Hart, Gilbert v. Bennet, Gill V. Att.-Gen., Gillam, Ex parte, Gillett, Ex pane, V. Wray, Gillibrand v. Goold, Gilten v. Birt, Gingell v. Home, Girling v. Lee, Gittins V. Steele, Gladding v. Yapp, Gladstone v. Hadwen, Glaister v. Hewer, Glengall v. Barnard, Glisson V. Ogden, Gloucester (Corp. ol)v. Wood, Glover V. Monckton, . Glubb V. Att.-Gen., . Glyn V. Lock, Godber v. Laurie, Goddard v. Snow, Re, Godden v. Crowhurst, Godfrey v. Watson, . Goding, Ex parte, Godolphin v. Godolphin, . Godolphin (Earl of) v. Penneck, Godsall V. Webb, Gofton V. Mill, Goldsmid v. Goldsmid, Good V. Cheesman, . Goodenough v. Tremamondo, Goodere v. Lloyd, Goodman v. Edwards, Goodrich v. Sheddon, Goodright v. Shales, Symmer, 351 . 354 290, 292 553, 567 . 516 . 50 . 108 . 103 . 365 531, 568 . 568 66, 117, 124, 127, 130, 140, 142, 485 142, 143, 457 . 379, 389 519 152, 157, 166 . 486, 490 231, 242, 244 244, 245, 243 246 154, 165 . 392 . 439 . 519 . 545 . 66 . 314 . 288 530, 531 . 496 . 367 . 514 . 150 . 358 353, 362 114, 117, 125, 126, 127 . 51 102, 415 . 387 . 157 . 134 . 240 . 457 342, 504 . 414 . 163 . 291 . 395 . 573 . 480 . 67 345, 349 . 87 . 356 . 402 . 337 . 392 . 114 . 286 . 59 . 325 . 257 TABLE OF ENGLISH OASES. xlix PASE Goodson V. Ellison, 221, 222, 253, 254, 256, 257, 279, 280, 303, 327, 555, 556, 560, 561, 579, 581 Goodtitle dem. King v. Woodward, 306 V. Funucan, . . . 481 Jones, 253, 259, 261, 262, 274, 316, 322 Knott 231 Welford 540 Whitby 240 Goodwyn v. Lister, .... 288 Goose V. Davis, . . . .411 Gordon v. Gordon, 148, 149, 169, 265, 525 Trail, . . . 567, 572 Gore V. Black, . . . .325 Stackpole, .... 511 Gorge's (Lady) Case, . . 98, 102 V. Pye, .... 522 Gospel Propagation Society v. Att.-Gen., 454 Goss V. Tracy, Gough V. Andrews, . Gould's Case, Gould V. Fleetwood, Gower v. Mainwaring, Gowland v. De Faria, Goymour v. Pigge, Graham v. Londonderry (L Granger, Ex pane. Grant v. Lynam, . 77, Grantley v. Garthwaile, Granville v. Beaufort, Gravenor v. Hallam, ord), 78,' 401 Graves v. Graves Gray v. Matthias, Grayden v. Grayden, Hicks, Greaves v. Powell, Green, Ex parte, V. Belchier, Ekins, Green, Holden, Otte, Rutherforth Smith, Spicer, Stephens, Winter, Greenhouse, Ex parte, Greenhow v. Etheridge, Greenlaw v. King, Greenwell v. Green well, Greenwood v. Evans, Wakeford, 191, 196, 197, 286, 369, 383, 483, 519, 520, 526, 543, 554, 584 Gregory v. Gregory, 166, 265, 313, 527, 538, 547 Gregory v. Henderson, . . 233, 234 Grey v. Grey, . . 97, 99, 102, 104, 352 (Lord) V. (Lady) . . .352 Minnethorpe, 350, 351, 352, 354 Grieves v. Case, Griffin v. De Venill, Griffin, Nainson, Ex parte, Griffith y. Robin, Rogers, Spratley, Vere, Grigby v. Cox, 150, 277, 540 366, 564 . 510 . 576 485, 486 . 153 . 149 . 537 168, 265 ■9, 485, 492 . 436 . 124 142, 456 345, 346 . 163 . 501 497, 501 . 358 275, 449 367, 435 329, 404 . 354 . 291 . 411 . 48 . 171 . 395 . 332 . 538 524, 198 . 553 159 400, 401 434, 436, 437 . 452, 456 . 154, 156 . 160, 438, 539 151 .' 290, 312 . 155, 162 124 '. '. '. 152, 153 ■ • ■ • 394 • • t • 425 PAGE Grimmett v. Grimmett, . . . 456 Grimstead's Case, .... 540 Grimstone, Ex parte, . . , 396 Groves v. Clark, .... 418 Groves 94 Perkins 418 Saneom, .... 568 Guidici v. Kinton, .... 429 GuUam v. Holland, . . . .368 Gullin V. Gullin, . . . .414 Guth V. Guth, . . . .426 Gwynne V. Heaton, . . . 152, 153 Gwytter v. Allen, . . . .383 H. Habergham V. Vincent, . . 361, 362 Haggar, Ex parte, . . . 205^ 298 Haines, Ex parte 159 Haldenby v. SpofForth, . . .355 Hale (Sir Edward) and Lady Carr's Case, 378 Haley v. Banister, Hall V. Carter, . Dewes, Hallett, Lack, Laver, Smith, . Halliday v. Hudson, Hamilton v. Fry, . 394, 402 365, 367, 368 186, 303, 473 160, 539, 557 . 519, .545 . 565, 567 . 513 . 192, 359 191, 196 Houghton, 334,338,339,341, 359 Royse, . . . 165, 510 Worley, Hamley v. Gilbert, Hammond v. Neame, Hampden v. Hampden, Hampson v. Brandwood, Hampton v. Spencer, Hanbury v. Kirkland; Spooner, Hanby v. Roberts, Hancom V. Allen, Hancox v. Abbey, Hanington v. Du Chatel Hansard v. Hardy, Hanson v. Keating, Lake, Miller, Harden v. Parsons, Harding v. Glyn, 68, Grady, Grey, Hardingham v. Nicholls, Hardwick v. Mynd, Hardwick v. Lord Vernon, Hare v. Shearwood, Harewood v. Child, Hargrave v. Tindal, Hargreaves v. Mitchell, Rothwell, Harl^nd v. Trigg, Harmer v. Harris, Harrington v. Price, Harris v. Barnes, Ex parte, Ingledew, Packer, Tremenhere, Harrison v. Forth, 357 . 65 . 402 . 151 555, 566 *. 61 218, 306, 310, 313, 314, 381, 382 . 535 . 364 . 377, 378 . 350, 354 . 163 . 512 . 406 293, 300, 301 . 415 311,313,378,527 70, 71, 76, 79, 492 345 . 357 . 514 307, 474 539, 558 166, 167 . 352 . 350 341, 356 165, 514 71, 76 . 568 . 271 . 457 532, 533 338, 345 . 361 160, 161 165, 517 TABLE OF ENGLISH CASES. Harrison v. Graham, Harrison, Naylor, Pryse, Rowley, Southcote, Hart v.. Ffrench (Lord) Hart V. Ten Eyck, . Hartford, Re, Hartga v. Bank of England Hartfey V. Hurle, Harton v. Harton, Hartwell v. Hartwell, Harvey v. Aston, . 308, Harvey, 392, 401 JUontague, Harwood v.. Oglander, Hassel v. Hassel, Hatch V. Hatch, Hathornlhwaite v. Russel, Hatton V. Nioholl, Havers v. Havers, Hawes v. Wyatt, Hawker v. Buckland, Hawker, Hawkins v. Chappel, Handock, PAGE 218, 310 215, 456 . 332 . 546 . 535 . 514 . 200 42, 165 193, 205 . 445 350, 351, 303, 354, 425 234, 241, 407 . 161 496, 497, 498 406, 420, 494 . 511 267, 358 . 360 151, 158, 160 . 212 . 345 . 212 156, 157, 158 . 358 . 231 . 474 . 288 Kemp, Luscombe, Obeen, Hayes v. Bay ley, Kingdome, Hayford v. Benlows, Haync v. Hayne, Hayter v. Rod, Trego, Hayton v. Wolfe, Hazard v. Lane, 179, 221,225, 226,307, 473, 489 233, 234, 235, 241, 242, 407 . 283, 288, 416 . 260, 261, 368 . 92 . 353 . 151 324, 326 . 451 223 308, 568, 569 Hazlewood v. Pope, 349, 350, 352, 355, 358 Head v. Egerton, .... 514 Head, .... 426, 427 Teynham 547 Heald, Ex parte, . . . 531,532 Heardson v. Williamson, 239, 242, 244, 245 246 Hearle v, Greenbank, . 46, Hearn v. Wells, Heathcote v. Hulrae, Paignon, Heatley v. Thomas, Heaton, Ex parte, v. Hassel, Hebblethwaite v. Cartwright, Hemmings v. Munckley, Henchman V. Att.-Gen., 140, 141, 270, 457 Henderson v. M'lver, . . . 573 Henkle v. Royal Exchange Assurance Company, 167 402, 406 . 543 374, 523 . 152 . 424 532 409 365 496, 499 379, Henley v. Axe, . 153 Phillips, . • * 558 Henshaw v. Atkinson, • ■ 457 Henvell v. Whitaker, . . ■ 347 Herbert, Ex parte. 449 V. Lownes, 150 Hereford (Bishop oft v. Adams, 131 462 Hereford v. Ravenhill, . 128, 142 369 Heme v. Meers, . 158 537 Heron v. Heron, . 157, 518 Hertford (Borough of) V. Poor of Hert- ford, . . . . 558, 562 PAGE Hethersell v. Hales, . . . .578 Hewet V. Forster, 310, 313, 373, 378, 565 Hewit V. Hewit, Hewitt V. Morris, Heygate v. Annesley Hibbard v. Lamb, Hibbert v. Cook, Jenkins, Hickey v. Bin, . Hicks V. Hicks, . Wrench, Plide V. Heywood, Hide, Hiernv. Mill, Highway v. Banner, Hillary v. Walker, 191,212,486,494 388, 389 . 416 211, 489 394, 571 . 540 . 503 272, 374, 523 . 553 . 558 . 361 512, 513, 514 . 329 253, 254, 255, 256, 257, 263 551 Hill V. Cock, Hill, . London (Bishop of), Magan, Reardon, . Simpson, . Hilliard, Ex parte, Hillier v. Jones, . Hillyard v. Taylor, Hillon v. Kenworthy, Hindev.Blake, 83,87, 336, Hine v. Dodd, Hinton V. Hinton, Hinves v. Hinves, Hitchens v. Hitchens, Hitch V. Leworthy, Hixton V. Withan, Hoare v. Hoare, . Hobart v. Suffolk (Countess of) Hobbs v. Hull, . Hobson v. Bell, . Blackburn Staneer, Trevor, Hockley v. Bantock, Mawbey, Hodgens v. Hodgens, Hodgson V. Dean, Hodgson, Hutchenson, Hoffman v. Pitt, . Hoggen, Ex parte, Holdenby v. SpofForth, Holford V. Phipps, 119, 127 . 472 . 120 567, 572 . 45 . 166 374, 376 . 365 . 468 . 236 337, 449, 550,551 165, 515 166, 269 390, 391 243, 246 489, 495 . 358 426, 427 119, 122 . 427 . 479 286, 364 . .545 . 44 371, 372 66, 69, 70 411, 413 511, 512 281, 574 . 57 . 336 . 203 . 476 Holdridge v. Gillespie Holford v. Wood, Holland v. Baker, Hughes, Holliday v. Bowman, HoUia V. Lady Carr, flolloway V. Headington, Holman, E.x parte, Holmes v. Coghill, Bring, Lysight, Williams, Holt V. Holt, Hone V. Medcraft, Honer v. Morton, Honor v. Honor, Hooper v. Eyles, Goodwin, Rossiter, Hope V. Clifden, . 279, 281, 556, 565, 566, 579 . 538 . 362 . 545 377, 381 352, 354 . 357 85, 87, 89 255, 258, 259, 261, 263 . 349 . 403 . 496 . 475 438, 439 . 363 414, 415, 416, 418 329 95 524 fee 366 361 362, TABLE OF BNaLISH CASES. PAOE Hopkins V. Hopkins, . . 41,230,135 Myall, . 369, 382, 421, 422 Hopkinson v. Roe, .... 573 Horde v.E.ofSuffblk,79, 80,131,133,466,493 Hore V. Woulfe, Home V. Burton, Home, Hornsby V. Lee, . Horsfall, Re, Horsley v. Chaloner, . Horwood V. West, Hoskins v. NichoU, Hoste V. Pratt, . Hotchkin v. Humphrey, Hougham, Ex parte. 416 . 332, 472 . 363, 505 . 415, 416 . 286 . 146, 558 71, 75 374, 523, 569 . 501 . 166 45, 93 . . 478 Hovenden v. Lord Annesley, 50, 264, 465, 267, 269 Hovey v. Blakeman, Howard v. Damian, Digby, Ducane, Papera, Rhodes, Howard v. Dean, . 311, 313, 574 . 514 . 425 . 478 . 212 191, 195, 196, 554 515 Howe V. Earl of Dartmouth, 136, 377, 378, 381, 386, 387, 388, 390, 574 Howe, Weldon, Whitefield, Howel V. Howel, Price, . Howell V. Howell, Howgrave v. Cartier, . Howse V. Chapman, . Hoye v. Master, . Hudson's (Lady) Case, 92 . 145, 152, 153 . 473 . 329 . 353 . 570 . 366 142, 349, 356, 453 . 73 112 Hughes, Ex parte, 159, 160, 203, 536, 539 V. Garth, Hughes, Stubbs, Wynne, Huguenin v. Baseley, . 512, 514 . 402 60, 64 . 341, 365 149, 151, 155, 158, 161, 162, 163 . 146 . 433, 434 . 180, 540 421,422,424 PA&E Irish Incorp. Society v, Richards, 266, 471 Irnham v. Child, Moseley, Hulkes V. Barrow, Hulme V. Hulme, Tenant, Humberstone v. Humberstone, 333, 334, 535 Hummerston's Case, .... 235 Humphrey v. BuUen 418 Hunt V. Matthews, . . . 151,166 Hunter v. Atkins, 155, 156, 158, 160, 171, 162, 537 Huntingdon (Earl of) v. Huntingdon, 504 Hurley, Ex parte, .... 480 Hutcheson v. Hammond, 140, 142, 143, 497 Hutchens v. Lee, Smith, . Hutchinson v. Stephens, Townsend, Hyde v. Price, . Hylton V. Hylton, I. Inchiquin (Lord) v. French Incledon v. Northcote, Inderwick v. Inderwick, Ingleby v. Dobeon, Inkersole, Ex parte, . Inwood V. Twynne, . 57, 59, 166 415,417, 418 . 203,292 . 519, 546 . 427, 524 . 157, 158 350, 354, 355 . 358 . 65 . 457 207, 532 . 396 Isaac, Re Isherwood v. Oldknow Ithell V. Beane, Ivie V. Ivie, Ivy V. Gilbert, Jackson v. Castor, Hobhouse, Hurlock, Jackson, Kelly, Rowe, Jacob V. Lucas, . Jacomb v. Harwood, James v. Allen, . Biou, . Bydder, Dean, . Ex parte, Frearson, Greaves, Jebb V. Abbott, . JefTerys v. Jefferys, Small, Jemmitt v. Perril, Jenkins v. Hiles, Jenkins, Milford, Jenkins v. Quinchant, Re . Jennings v. Moore, Jenour v. Jenour, Jernegan v. Baxter, Jerrard v. Saunders, Jervoise v. Duke 60, 61, 149, 166 . 302, 568 . 481 . 349 . 271 342, 367, 435 . 167 . 422 . 140, 141, 456 . 377 . 135 512, 513, 514, 517 . 448, 519, 545 . 166 116, 132, 133, 454 . 277 86, 89 438, 439, 529, 472 159, 536, 539, 567 218, 219 ,309 146, 150 . 505 86, 93, 106 . 93 133 342, 504 . 247 273, 384, 429 . 167 415, 416 . 513 . 568 . 414 515, 617 146, 496 82,83 84, D. of Northumberland, 65, 81 328, 332, 333, 334, 335 Silk, 402 Jevon V. Bush, . Jewson V. Moulson, . Johnes v. Lockhart, . Johnson v. Aston, Ex parte, Johnson, . 449, 508 406, 408, 410 . 420 . 550, 451 . 296 408, 413, 415, 416 Kenneth, 342, 363, 505, 506, 507 Legard 90 Medlicott, Telford, Wood, Johnston v. Swann, 132, 133, 453, 456, 457 Joliffe V. East 568 Jolland 540 JoUand v. Stainbridge, . . . 510 Jones V. Croucher, . . .99, 102 Clough, .... 67 Jones 272, 545 Kearney, • . . . . 145 Laughton 329 Lewis, . 278, 375, 555, 560, 573 Mitchell, . . 135, 136, 142 Morgan, . . . 325, 333 Powell, . . . 438, 446 Price, . 342, 343, 473, 476, 504 Saye and Sele (Lord), . 230, 232 Scott 344, 357 Selby 361 Smith, . . . 510, 512, 513 Stanley, . . . 165, 514 155 568, 569, 572 143 lii TABLE OF ENGLISH CASES. PAGE Jones V. Suffolk, . . . .501 Toiin 70 Waite, 426 Westcornb 124 Williams, 345, 346, 347, 453, 456 Jorlin, Ex parte 461 Joeselyn v. Josselyn, ., . . 403 Joy V. Campbell, . . . 313, 530 Joyce V. Joyce, , . , . . 212 Joynes v. Statham 167 Jubber v. Jubber 65 K. 393, 485, 486, .' 310, 522 395 491, 492 . 400 378, 531 438, 439 . 196 347, 366 Kaye v. Powell, . Kearsley v. Woodcock, Keates v. Burton, Kebble, Ex parte, Keble v. Thompson, . Keech v. Sandford, Keefe v. Calthorpe, . Keeling v. Brown, Keene v. Deardon, 231, 333, 235, 242, 253, 255, 256, 267 Kellaway v. Johnson, 369, 382, 483, 521, 526, 527, 559 Kelletl V. Kellett 124 Kelly V. Power 325 Kelsall V. Bennett, . . . 512, 513 Kemp V. Kemp, 69, 70, 484, 485, 486,488, 492, 493, 494 Kempton v. Packman, . . . 439 Kendal v. Granger, . . 81, 133, 454 Kennedy v. Daly, .. . 164, 509, 517 Green, . . . 513, 514 Kingstone, 69, 70, 488, 492 Kennell v. Abbott, . . 138, 141, 150 Kenney v. Browne, . . . 516, 539 Kennerick v. Ld. Breauclerk, . . 232 Kensey v. Langham, .... 440 Kensington v. Dolland, . . 406, 421 Ex parte, . . .530 Kent V. Burgess, .... 412 Ex parte 401 Re 290 Kentish v. Kentis, . . . 345, 349 Keon V. Magawlay, . . 476, 479, 504 Kerv. Lord Dungannon, . 158, 161, 539 Kerrick v. Barnsby, .... 150 Kedney v. Coussmaker, 345, 348, 349, 359 Kilbee v. Sneyd, .... 574 Kildare (Earl of) v. Eustace, . 44, 49 Killick, Ex parte, . " . . .420 V. Flexney, . 102, 160, 438, 539 Kilpin V. Kilpin, . 60, 64, 98, 101 Kilvington v. Gray 66 Kime v. Welfitt 400 Kinchant v. Kinchant, . . . 157 King V. Coggan, 271 Cotton, 110 Denison, 65, 114, 118, 120, 122, 141 PAGE Kingsman v. Kingsman, ? . . 59 Kinsman v. Kinsman, . . • ^^i Kirk V. Clarke, 543 Webb, ... . 95, 518, 522 Kirkbank v. Hudson 456 Knapp V. Noyes 497 Williams 456 Knatchbull v. Fearnhead, 315, 320, 521, 383 Knight V. Cameron, .... 496 Knight, 71, 73, 74, 82, 335, 420 Martin, . . . 278, 555 Earl of Ply mouth, 42,375,573 Knightley v. Knightley, ■ . . 345, 360 Knott, Ex parte, . . 281,326,399 V. Hill 153 Wise 272 Kyne v. Moore, . . . 272, 446 Kynaston V. Kynaston, . 351,352,354 Hamlet, 149, 150, 153 Hake, . . 366 King, . . . . 345 Leach, . 294, 295 299, 301, 302 Portington, . • . 59 Re, 206, 208 109 294 301, 568 Taylor, . . 568 Turner, . , . 288 Winstanley, . , . 480 Kingdom v. Boakes, . , . 515 Bridges, . . . 98, 101 Lacey, Ex parte, Ladbroke, Ex parte, . Lade v. Holford, Lake v. Craddock, De Lambert, Lake, Lambert v. Parker, . Lamphier v. Despard, Lamplugh, Lancaster v. Thurnton, Lanbon v. Morris, Lane v. Dighton, Page, . Langford v. Gascoigne Langham v. Nenny, Sandford, Langley v. Brown, Hawke, Earl of Oxford, Sneyd, Langston v. OUivant, Langton's Case, Lanoy v. Duke of Athol, Lansdowne v. Lansdowne, (Lord's) Case, 158, 159, 536, 539 . 480 253,261, 262,327 93 193, 197 . 113 . 400 353, 354 99, 101, 103 . 236 . 511 . 96 . 146 310, 373, 527 . 407, 408 118, 123, 125, 126 . 167 . 212, 534 . 356, 505 . 254, 257 368, 388, 528 . 325 . 364, 409 . 149 . 322 11 Lavender v. Stanton, Law, Re Lawless v. Mansfield, Shaw, Lawley v. Hooper, Lawley, Lawrence v. Maggs, Re, Lawson v. Hudson, Lawson, Leacroft v. Maynard, Leake, Ex parte, V. Robinson, Lear v. Leggett, Lechmere v. Earl of Carlisle Charlton, Lavie, . Lee V. Bennett, . Brown, . Prieaux, . young, . Leech v. Leech, Leeds (Duke of) v. Munday, Lees V. Nutall, Legatt V. Sewell, 398, 479, 504 206, 293, 294 . 160 . 67, 567 . 145 . 267 . 432 . 275 . 357 . 357 . 456 . 532 135, 401, 404 395 83, 267, 449 . 364 72, 75 . 385 299, 402, 569, 574 . 406, 420 377, 484, 488, 495 95, 96, 274, 368 . 285 . 160 . 330 TABLE OF ENGLISH CASES. liii PAOE . 329 71, 79, 452 274, 503 . 345 . 163 305, 312, 314 498, 500 74,75 60, 96, 107, 112, 167 . 95 165, 514, 515 . 525 328,331,333 . 545 . 119 . 395 . 358 288, 480 70, 172 . 155 386, 387 408, 411 . 77 . 421 . 102 374, 523 (Countess of) v. Duke of Newcastle, 65, 325, 328, 330, 334, 335 V. Wright, 309, 314, 315, 373, 383, 526, 527, 533 Legg V. Goldwire, Legge V. Asgill, Legh V. Legh, Earl of Warrington Leicester v. Rose, Leigh V. Barry, . Le Jeune V. BudtJ, Le Maitre v. Banister, Leman v. Whitley, Lench v. Lench, Le Neve v. Le Neve, Leonard v. Leonard, . Earl of Sussex, Lethbridge v. Mylion, Level V. Needham, Lewes v. Lewes, Lewin v. Okely, Lewis, Ex parte, v. Lewis, . Pead; . Lichfield v. Baker, Like v. Beresford, Liley v. Hey, Lillia V. Airey, . Lilly v. Osborne, Lincoln v. Allen, Lindo V. Lindo, . Lindopp V. Eborall, Lindow V. Fleetwood, Lindsell v. Thacker, . Lingard v. Earl of Derby, Listerv. Lister, . Littlehales v. Gascoigne, Lloyd v. Baldwin, Branton, Lloyd, . Read, Smith, . Spillet, . Williams, Lock V. Lock, Lockhart v. Hardy, Loddington v. Kime, Loraax v. Lomax, Long V. Dennis, . Long, . Ricketts, Longdon v. Simson, Longmore v. Broom, Lord V. Bunn, Godfrey, Lovegrove, Ex parte, Lovell V. Lancaster, Loveridge v. Cooper, Low V. Barchard, Carter, . Lowden v. Lowden, Lowe V. Manners, Lowry v. Fulton, Lowson V. Copeland, Lowiher v. Carlton, Lowlher, Lucy V. Bromley, . 150 . 349 . 176 283, 285 349, 355 159, 409, 536 374, 523, 559 342, 505 496, 497 . 546 98, 104 . 544 95, 560, 562 339, 340, 359, 410 . 434 308, 569 339, 356 . 400 . 495 . 403 496, 497, 499 394 69, 70, 79, 374, 485, 486, 492, 523 395 380, 390, 483, 495 . 572 351, 352 . 448 152 583, 534 . 522 . 497 215,2)8,372 380, 381,447,564 165, 514, 517, 580 . 160 ... 352 Ludlow (Corporation of) V. Greenhouse, 198, 199, 460 Lumb V. Milnes, . . 406, 413, 421 Lupten V. Tempest 405 Lush V. Wilkinson, . Luther v. Chamberlen, Lutterell v. Olmins, . Lynch v. Clemence, . Lynn v. Beaver, Lypet v. Carter, Lyse V. Kingdom, Lyster v. DoUand, Lyttleton's (Sir Thomas) Case, M. PAGE . 102 . 195 151, 163 . 503 . 124 . 361 278, 279, 280, 518, 520, 561 93 283, 285 Maberly v. Turton, . M'Call v. Harrison, . M'Carmick v. BuUer, M'Carthy v. Decaise, Macartney v. Blackwood, Maoauley v. Phillips, . 402 . 173 . 414 . 147 . 424 406, 408, 413, 414. 415,418,419 M'Dermott v. Kealy, . . . 400, 401 M'Donald v. Bryce, . . 135, 136, 394 M'Donnellv. Harding, . . 372,376 M'Fadden v. Jenkins, 57,60, 84, 86,87,89, 449 Macintosh v. Townshend, . 454, 457 M'Kenzie v. M'Kenzie, . . .337 Taylor, . . . 560, 563 M'Lean v. Longlands, . . . 407 M'Leland v. Shaw, . . 350, 351, 352 M'Leod V. Drummond, . . . 166 M'Namara V. Jones, .... 572 M' Queen v.Farquhar, . . 475,517 Maddeford v. Austwick, . . . 148 Maddison v. Andrew, 69, 96, 485, 487, 493 Maddox V. Maddox, . 165,514,515 Mahon v. Savage, . . 486, 492, 493 (Lord) v. Earl Stanhope, . 474 Maire, Ex parte, . . . 287, 296 Maitland v. Bateman, . 381, 414, 447 Wilson 514 Major v. Lansley, . . 45, 420, 421 Makeham v. Hooper, . . . 468 Malcolm v. O'Callaghan, . 496,497,499 Mahm v. Keighley, ... 71, 76 Mallabar v. Mallabar, . 125, 558, 562 Malpa.s V. Ackland 513 Man v. Ricketts, . . . .264 Ward 277, 540 Manchester (Duke of) v. Bonham, . 568 Manning's Case 243 V. Cox, . . . 317, 503 Spooner, . . . 358 Mansell v. Mansell, 164, 303, 318, 323, 509, 516 522 Mansfield's Case, . . . . ' 154 Ex parte, . . .208 V. Magnay, . . .292 Shaw, . . . .534 Manton v. Moore, .... 336 March v. Alt.- Gen 457 Head 409 Russell, 266, 378, 382, 528, 583 Mare, Ex parte, 528 Margetts v. Barringer, . . . 420 Markby, Re 395 Marlborough (Duke of) v. Godolphin, 68. 69, 70, 490, 495 School, Re, . . 190, 194 Marlow v. Pitfield 357 Smith, . . . .283 Marriot v. Marriot 150 Marrow, Re 300 liv TABLE OF ENOLISH CASES. PAGE . 531 . 371 432, 438, 508 . 330, 331 . 202, 286 . 394, 578 . 349 . 524 . 531 . 439, 440 . 451 . 411, 418 . 554 . 124 . 230 69, 71, 76, 79 376,524,556,564,573 . 419, 421 71, 76 . 567 361, 363, 364, 453 . 480 . 286 . 457 . 145 372, 376, 377, 483 . 359 Maundrell v. Maundrell, 261, 324, 325, 326 Marsh, Ex parte, V. Hunter, Wells, Marshall v. Eousfield, Ex parte, V. HoUoway, M'Avery, Martin v. Blake, Ex parte, V. Martin, Mauham, Mitchell, Persae, Rebow, Marwood v. Darell, Mason v. Limbury, Massey v. Banner, 375 Parker, Shearman, Massie v. Drake, Masters v. Masters, Mather v. Priestman, Thomas, Scott, Mathew v. Hanbury, Mathews v. Brise, Maughan v. Masom, 64, Maxwell v. Wettenhall, May V. Selby, Mayo (Earl of) Re, Meacher v. Young, Mead v. Hide, . Lord Orrery, Medley v. Horton, Medlicott V. O'Donnel Meekv. Kettlewell, 5 Meggison v. Moore, Meinerlzhagen v. Davis, Mence v. Mence, Mercer v. Hall, . Mercers (Mystery of) Meredith v. Heneage Merry, Ex parte, Re, . V. Ryves, Mertins v. Joliffe, Mesgret v. Mesgret, Mestaer v. Gillespie, Meure v. Meure, Meuse v. Howel, Meux V. Bell, Meyer v. Montriou, Meynel v. Massey, Middleton v. Cater, Clitherow, Dodswell, Middleton, Spicer, . Midland Counties Railway Company v Westcomb 300, 301 Mildmay v. Hungerford, . . .147 340 . 544 . 193 . 402 352, 355 164, 165, 282, 509 422, 423 168, 265 84, 85, 86, 87, 89 73, 82 181, 183 . 115 . 497 Attorney-Gen., 461 67, 72, 73, 121 . 397 . 200 375, 498, 500, 524 513, 515, 516, 517 488, 498, 500, 502 . 151 . 331, 332, 333 335 272, 307, 428, 448 . 373, 549, 550 366, 435 . 458 . 456 . 212 152 52, 271, 456 Miles V. Leigh, Weave, . Millar v. Craig, . Millard's Case, . V. Eyre, Miller v. Knight, Horton, Milles V. Mills, . Mills V. Banks, . Farmer, . 361 191,209,224,227 . 582 . 282, 317, 510 . 190, 191, 195 . 194, 293 . 349 . 393, 436, 438 343, 355, 367, 475 128, 131, 450, 451 PAOE. 387, 392 . 400 . 425 . 528 122, 358 433, 434, 495 . 445 413 . 468 • 361 345, 360 . 368 Mitchell, 351,352,365,368,395 Mills V. Mills, . Roberts, Milnes v. Busk, . Cowley, Slater, . Milsington (Lord) v. Mulgrave, Milward v. Milward, Minet v. Hyde, . Vulliamy, Minor v. Wickstead, Morehouse v. Scaife, Mitchell V. Bower, Mitchelson v. Piper, Mitford v. Mitford Mithwold v. Walbank, Mocatta v. Lousada, . Murgatroyd, Moggridge v. Thackwell 548 408, 409, 415, 416 . 45 . 493 512 '53, 71, 79, 128, 130, 131, 450, 451, 452, 461, 486 Mohun V. Mohuii, . 551, 565, 566, 567 Molden v. Menill Mole V. Mole, . Mole V. SiTiith. . Molineux, Re, . Molony v. Kirwan, L' Estrange Montacute v. Maxwell, Montesquieu v. Sandys, Montfort (Lord) v. Cadogan 147 . 400 . 252, 327 . 200 . 509, 514 160, 161, 265 . 57, 166 . 153, 160 212, 215, 218, 382, 433, 434, 520, 526 Montgomery v. Lord Bath, . . 519 Moody, Ex parte 432 Re 288 v. Walters, . 318, 319, 320, 323 Moons V. De Bernales, . . . 532 Moore v. Bennett, . . ■ .513 Moore v. Frowd, . 574, 575, 576, 577 Moore, . . . 423, 428 Vinten, 206, 207, 292, 295, 300, 304 Moorecroft V. Dowding, . .61, 528 Moore v. Ellis 426 Mayhew, . . 165, 514, 515 Morecock v. iDickens 511 Mores v. Huish 422 Morgan, Ex parte, . . . 159, 286 V. Morgan, . . . 406, 407 Randall 57 Morice v. Bishop of Durham, 65, 66, 81, 114, 116, 131, 132, 133, 452, 485, 454 Morison v. Morison, . • 540, 577, 578 Morley v. Morley, . . . 404, 673 Morris v. McCuUock, . . .163 Preston, . . . 177, 186 Morse v. Royal, 159, 265, 535, 537, 538 Sadler, . . . 543, 544 Mortimer V. Orchard, . . . 515 Shortall, . . . 150, 167 West, . . . 361, 362 Mortlock V. BuUer, 145, 147, 473, 474, 477, 478, 479, 480, 485, 509 Morton v. Tewart, ... 61, 64 Moses V. Levi 313 Mosely v. Ward, . . . 382, 559 Moth V. Attwood, . . . 152, 153 Mott V. Buxton, . . . 232, 274, 275 Mount, Re, 20I Mountford v. Scott, . . . 165, 514 Mountfort, Ex parte 401 Mouseley v. Carr, 374, 523, 556, 560, 563, 564 TABLE OE ENGLISH OASES. Iv Moyle V. Moyle, Moyse v. Giles, . Muckleston v. Brown, JMucklow V. Fuller, PAeE . 372, 375 93 "59, 61, 164, 167 214, 236, 314, 379, 381, 383,447, 528 i . 169 . 157, 169 . 118, 120 97, 104, 105 Mulcahy v. Kennedy, Mulhallen v. Marum, . Mullen V. Bowman, . Mumma v. Mumtna, . Mumma v. Potomac Company, . 172 Munch V. Cockerell, 372, 374, 519, 527 Munday v. Lord Howe, . . . 402 Murless v. Franklin, 97, 100, 101, 104, 105, 106 Murray v. Barlee, .... 424 Lord Elibank, . 407, 418, 548 Palmer, . . 146, 152, 265 Murrell v. Cox, 312 Murthwaite v. Jenkinson, . . 231, 247 Museum (Trustees of British) v. White, 454, 456, 458 Muskerry v. Chinnery, . . . 482 Myddleton v. Lord Renyon, . . 112 Myercough, Ex parte, . .' . 401 N. Nab T. Nab, Nagle V. Baylor, Nail V. Puntor, . Nairn v. Majoribanks, Naldred v. Gilbam, . Nanney v. Martin, Nannock v. Horton, . Napier v. Napier, Nash V. Coates, . Morley, Nash, Smith, Nailor v. Arnitt, Winch, Neal V. Dell, Neale, . Needham, Re, . Needham's Case, Neeson v. Clarkson, . Negus V. Coulter, Nesbitt V. Tredennick, Nettleship v. Nettleship, Neve V. Bine, Neville v. Saunders, . Wilkinson, New V. Jones^ . Newdigate v. Newdigate, Newell V. Ward, Newland v. Champion, Paynter, . Newman v. Johnson, . Payne, Williams, Newstead v. Searles, Newton v. Bennett, 239, 81, 133, 452 282, 273, 384 147: 205, 219, 232, 165, 358, 374, 524, Hunt, Newton v. Pelham, Preston, Nicholls v. Danvers, Gould, Nicholls, Re, . Nicholson v. Faulkener, Nicloson V. Wordsworth, 216, 224 . 61 155, 156 382, 526 394, 571 . 110 . 416 . 362 . 411 , 240, 241 , 453, 454 416 119 , 429, 482 159, 538 207, 296 . 150 , 225, 298 . 171 . 513 . 456 . 438 . 425 . 293 234, 407 145, 147 574, 575 . 385 . 355 . 166 . 420 345, 355 . 160 . 664 513, 514 473, 523, 556, 560 . 153 . 61 94, 95 . 412 . 153 . 156 193, 206 . 553 , 225, 226 PAGE Nightingale v. Lockman, . . . 416 Lawson, . . . 437 Nightingale's Charity, Re, 194,199,203 Nisbett V. Murray, . . . 124, 568 Noel V. Bewley, . . . 253, 257, 262 Henley, . . 142,351,362,363 Jevon 269 Weston 349 Noke V. Darby 350, 353 Norbury v. Chalbeck, . . .562 Norbury v. Norbury, . . . 377, 395 Norfolk's (Duke of) Case, . . 326 V. Brown, . . . 106, 111 Norris v. Le Neve, . . 168, 265, 514 North V. Pardon 124 Norton v. Turville, . . . .424 Norway v. Norway, 224, 227, 228, 547, 566 Nourse v. Finch, . . 124, 125, 127 Nowlan v. Nelligan, .... 71 Nunn V. Wilsmore, .... 340 Nurse v. Yerwarlh, . . . 252, 326 0. O'Brien v. O'Brien, . . . .524 O'Callaghan v. Cooper, 498, 500, 556, 564 Odell, Re 206, 294 O'Ferrall v. O'Ferrall, . . . 432 OiBey v. Offley, 367 Oglanderv. Baston 416 O'Harav. O'Neale, . . 61,94,95 Okeden v. Okeden, .... 367 O'Keefe v. Calthorpe, . . 207, 210 Oke v. Heath, 136 Oldfield V. Cobbett 548 Oldham v. Hand 160 Litchford, . . . 151, 166 Oldham v. Slater, . . . .124 Oliphant v. Hendrie, . . . 454, 457 Ommaney v. Butcher, 66, 81, 130, 133, 461 Ex parte, . . 290, 300 Only V. Walker, 515 O'Niel V. Lucas, . . . .394 Onslow V. Corrie, .... 432 Orbey v. Mohun 481 Ord V. Noel, . 281, 282, 479, 480, 477 Orgil, Ex parte, 209 Orlebar v. Fletcher 171 Ormsby, Re 404, 574 Orr V. Newton, . . . 215, 218, 381 Orrok v. Binney, .... 545 Osborn V. 195 Ex parte 302 v. Brown, .... 497 Fallows, . . . 544, 545 Foreman, .... 545 Osbrey v. Bury, 320 Osmond v. Fitzroy, . . . 154, 155 Oswell V. Probert, . 405, 407, 408, 413 Overton v. Bannister, . . 373, 526, 581 Owen V. Owen, ' . . .51, 186 Oxendon v. Oxendon, . . 411, 412 Oxford (Earl of) v. Rodney, . . 357 P. Packer v. Packer, .... 414 Wyndham, . . 406, 416 Packwood v. Maddison, . . 525, 553 Pag^ Ex parte, 207 V. Adam, 342, 362, 363, 504, 505, 506 Broom, . . .83, 336, 337 Ivi TABLE OF ENGLISH CASES. PASE Page V. Leapingwell, . 140, 142, 364 Way, 395 Paget's (Lord) Case 344 Paioe V. Archbishop of Canterbury, 114, 130, 456, 461 Paine v. Hall, Painter, Ex parte, 51, 369: Palmer, Ex parte, V. Graves, Mitchell, Palmer v. Wakefield, Young, Papillon V. Voice, Paris V. Paris, Parker v. Blythmore, Both, Brooke, Burney, Fearnley, Parkes v. White, 158, 317, 422 Charity, Re, Parnell v. Lyon, Parrot v. Treby, Parry v. Warrington, Parslow V. Weedon, Parsons v. Baker, Dunne, Pascall V. Thurston, . Patten V. Randall, ' Paul V. Compton, Pawcey v. Bowen, Pawlett V. Att.-Gen., Parry, Payne v. CoUier, Compton, Ex parte, V. Low, Rogers, Peachy v. DuKe of Somerset. Peacock v. Evans, Monk, Peake v. Penlington, Pearse v. Baron, Ex parte, v.Newlyn, 167,431, Slocombe, Pearson v. Bank of England Lane, Morgan, Pease v. Hurst, Peat v. Crane, Pechel v. Fovirler, Pelhara v. Anderson, Pember v. Mathers, Pemberton v. Pemberton Penfold V. Bouch, Penn v. Lord Baltimore, Pennefather, Re, Pennington v. Beechey, Penny v. Peacock, Pretor, Pentland v. Stokes, . Perham v. Raynall, . Perkins v. Baynton, . Bradley, . Perry v. Knott, Phillips, Petit V. Smith, Pete v. Gardiner, Petty v. Styward, Peyton v. Bury, Fhelp, Ex parte, 164 209 . 207 345, 346 . 374 304, 400, 520, 546- . 439 328, 33U 333 . 386, 446 . 517 . 449 420, 438, 539 . 293, 295 354, 361, 362 425, 538 . 463 . 497 . 375, 565 . 370, 495 . 336 71, 76 . 413 . 416 . 473 . 71 . 481 49, 50, 269 . 361 383, 519, 551 . 517 •72, 82, 291 . 402 . 274, 503 . 430 . 153 . 421, 425 . 472 . 4ti2 165, 209, 568 512,513,563,564 339, 341 . 171 . 279 . 146 . 306 . 377 . 480 . 456 166, 515 . 150 278, 280, 561 44, 49, 50, 269 193, 200 . 515 . 405 . 296 267, 268 . 306 374, 523 165, 514 521, 546 ^ 522 125 396 93 303, 488, 501, 502 . 439 47, 519, 520, 383, 518, 124, PASE Philanthropic Society v. Kemp, 364, 457 Phillipo v. Mannings, 215, 237, 238, 364 Phillips, Ex parte, . 308, 396, 397, 449 v. Brydges, . . . 252 Phillips v. Duke of Bucks, 146, 277, 540 Paget, . . . 398, 574 Phillips, . . . 143, 172 Phipps v. Annesley, . . . 353 Pitcher, Pickard v. Roberts, . Pickering v. Pickering, Lord Stamford Vowles, Picket v. Logyan, 387, 390 374, 378, 523, 201, 202, 207; Pierce v. Scoit, Thornley, Waring, Piercy v. Roberts, Pierson v. Garnet, Shore, Pieschell v. Paris, Piety V. Stace, Pigott, Re, V. Green, Jefferson, Pilling V. Armitage, Pink V. De Thuisey, Pinkett v. Wright, Pinkusv. Peters, Piper V. Piper, Pitcairn v. Ogbourne, Pitcher v. Toovey, Pitt's (Colonel) Case, Pitt V. Hunt, Platamore v. Staple, Piatt v. Sprig, Piatt, Re, Playters v. Abbott, Plumb v. Fluitt, Plume v. Beale, Plunket V. Penson, Plymouth (Earl of) v. Hickman, Pockley v. Pockley 284, 432 152, 156 . 507, . 415, 431 Pocock V. Reddington, 362 540 414 392 168 439 265 508 416 . 157 . 395 71,74,76 . 396 . 128 559 208 535 . 357 . 515 . 488, 490 65, 530, 531 . 545 . 493 . 107 . 432 . 109 . 405, 410 . 108 . 319, 321 . 296 435, 436, 437 . 512 150 358 61 357 369, 374, 382, 495, 522, 523, 559, 564 59, 61, 150, 151, 164 . 99, 104 . 343 Podmore v. Gunning, Pole V. Pole, Pollard V. Greenville, PoUexfen v. Moore, . . . 171 Pollock V. Croft, . . . .498 Pomfret (Earl of) v. Lord Windsor, 368, 511 515 Poole V. Pass, 272, 279, 34'4, 555, 556, 566 Poorv. Mial 137 Pope v. Pope, . . . . 73, 75 Whichcombe, . . .493 Popham V. Bampfield, . 231,243,353 Brooke, . . . 148, 162 Portarlington (Earl of) v. Soulby, Portington v. Eglington, Portlock V. Gardner, . 168, 265, Portmore (Lord) v. Morris, (Earl of) V. Taylor, Portsmouth (Earl of) v. Effingham, . Fellows, Potter V. Chapman, Powell V. Att.-Gen., Cleaver, Dillon, Evans, Hankey, Pleydell, 517 155 582 167 153 267 195 440, 485, 487, 488 455 378 512 447 425 516 380, 381 TABLE OP ENGLISH CASES. Ivii PAGE Powell V. Price 353 Robins, . . . 347, 348 Powlet (Earl oft v. Herbert, 314, 377, 381, 322, 559 Powlett V. Att.-Gen 269 Power V. Bailey, Powis V. Burdett, Capron, Corbet, Prankerd v. Prankerd, Pratt V. Barker, Church, Sladden, Prendergast v. Eyre, . 424 . 366 . 475 . 358 92, 105 155, 162 . 70 . 122 203, 204, 281, 290, 291, 294, 299 . 446 . 165, 511, 514 . 70, 74, 76, 79 . 267, 474, 522 . 289, 302 . 136, 458 345, 347, 350, 358 . 208, 296 Read v. Devaynes, LichHeld, Read, Shaw, Sparkes, Truelove, Reddington v. Reddington, Preston v. Guyon, Tubbin, Prevoet v. Clarke, Price V. Blaketnore, Dewhurst, Hathaway, North, Shaw, . Prideaux, Re 201, 289 Pride v. Fooks, . 371, 377, 523, 565 Pring V. Pring, . . .59, 164 Pritcnard v. Ames, .... 420 Arbouin, . . . 457 Langher, . . . 503 Juinchant, . . 70, 71 Prosser, Ex parte, . . . 202, 302 V. Watts, . . . .513 Provost of Edinburgh v. Aubrey, 454, 468 Pryce v. Byrn, . . . 168, 265 Pryor v. Hill, .... 408, 410 Prytharch v. Havard, 293, 295, 300, 301 PuUen V. Ready, . . . 149, 497 Pulvertoft V. Pulvertoft, . 83, 90, 516 Purcell V. M'Namara, . . 169, 265 Purden, Re, .... 207, 296 Purdew v. Jackson, 411, 414, 415, 416, 418 Purefoy v. Purefoy, . . . 336, 339 Pusey V. Desbouverie, . . . 149 Pushman v. Philliter, . . .7-5 Pybus V. Smith, . 233, 422, 425, 523 Pye, Ex parte, . . 51,64,84,86,89 V. George, 164, 318, 322, 323, 509, 516 Pym V. Blackburn 166 R. Radburn V. Jervis, . . . 361,363 Radclifle v. Eccles, . . . 287, 296 Radford v. Wilson 515 Raikes, Re 306 V. Ward, . . .65, 66, 70 Ramsbottora v. Parker, . . . 156 Ramsden v. Hylton, . . 149. 150 Langley, . . 567, 572 Randall V. Bookey 124 Errington, 168, 265, 527, 536, 537 Hearle, . . . 66, 72 Morgan, .... 56 Russel, 386, 390, 437, 439, 572 Rankin v. Bernard, . . . .418 Raphael v. Boehm, 374, 523, 524, 560, 564 Rashley v. Masters, . .556, 562 Rastel V. Hutchinson, ... 96 Rawe V. Chichester, . . 438, 439 Rawlins v., Goldfrap, . . 401,403 Jennings, . . .123 Ray, Ex parte, ..... 420 159; Reech v. Kennigate, Rees, Ex parte, V. Keith, Reeve v. Att.-Gen., Regina v. Pitt, Reid V. Shergold, Remington, Re, Reresby v. Farrer, Newland, Revet V. Harvey, Rex V. Coggan, Commissioners of Sewers Inhabitants of Essex, Wilson, Reynish v. Martin, Reynolds, Ex parte, V. Jones, Rhodes v. Rudge, Rich v. Beaumont, Cockell, Jackson, Richards v. Chambers, Richards, Ex parte, Richardson, Ex parte, V. Bank of England Hulbert, . Small wood, Riddle v. Emerson, Riddle v. Maundevill, Rider v. Kidder, Ridout v. Lewis, Earl of Plymouth, Rigby, Ex parte, Rigden v. VaUier, Rigg V. Sykes, . . . .202 Right dem. Fisher v. Cuthell, . 237, 306 Phillips v. Smith, . 233, 235 Ripley v. Noysey, .... 568 Rippon V. Dowding, . . . 421 Norton, . . . .395 Ritchie v. Broadbent, . . . 414 Rivers v. Derby 367 Robarts, and , . 185, 190, 191, 195 Roberdeau v. Rous 44 Roberts v. Dixwell, .... 406 Kingsley, . . .329 Roberts, . . 109, 111, 163 Spicer, . . . .421 Tunstall, . . .168 Robinson v. Gumming, . . . 524 Evans 544 Gee 163 Grey, . 232, 233, 239, 240 Pett, . . . <574, 575 Ridley, ' . . . .539 Smith 485 Taylor, . . ..119, 217 Robinson v. 'lickell, . . .398 Wood, 203, 204, 281, 292, 294, 295, 299, 300 Roche v. Hart, . 374, 376, 523, 559 O'Brien, . . . .538 Re, . . . 179, 205, 207 Rochfort V. Fitzraaurice, . 328, 329, 331 PAGE . 535 . 362 . 70 477, 479 552, 553 215, 219, 221 102, 103, 104, 262 166, 167, 558, 562 194, 198, 460 . 415 49, 50, 236, 269 . 209 477, 479 . 209 . 464 . 365 . 158 . 430 . 570 . 570 224, 226 496, 499 160, 536 . 172 352, 355 . 421 406, 420 . 167 414, 421 . 209 531, 533 . 549 227, 547 . 102 57, 92, 97 . 173 92, 96, 292 426 355 275, 305, 306, 449 93 Iviii TABLE OS ENGLISH CASES. PAGE Rodney v. Chambers, . . . 427 Roe V. Street, . . '. . .266 Rogers v. Earl, .... 167 Rogers, . . . 121, 124 Southen 400 Spillicombe, . 363, 504, 505 Vasey, . . . 381, 447 Ronalds v. Feltham, . . 345, 349 Rooke V. Worrall, . . . 362, 363 Worth, . . . 396, 397 Roper V. Halifax, . . 343, 478, 504 Rose V. Clerk 64 Cunningham, . . . 361 Rolls, 413 Rose 368 Roseberry v. Taylor, . . . 368 Ross V. Ewer, 421 Rothwell V. Rothwell, . . .549 Routh V. Howell, . . . 375, 573 Kinder, . . 338, 520, 547 Rowe V. Jackson, . . .411, 418 Rowley V. Adams, .... 432 Rudd V. Tucker, . . . .305 Rudge V. Birch, . . . .274 Rudyard v. Neirin, . . . .409 Rushloy V. Mansfield, . . .153 Russell V. Clarke's Executors, . 173 Rutland (Duke of) v. Duchess of Rutland, 124, 125 Ryall V. Ryall 94 Rycroft v. Christy, . 84, 86, 87, 89, 449 Ryder v. Bickerton, 168, 369, 376, 382, 526, 527, 52S Ryland v. Smith 415 Ryley, Re, ... 205, 298 S 218, 310, 528 123, Sadler v. Hobbs, Ex parte. Re, V. Turner, Safford, Ex parte, Sale V. Moore, Salisbury (Earl of) v. Newton, Salt V. Chattaway, Salter, Ex parte. Saltern v. Melhuish, Salwey v. Salwey, Sammes v. Rickman, Sampayo v. Gould, Samuel v. Jones, Samwell v. Wake, Sanderson v. Walker, Sands v. Nugee, Sandys v. Sandys, Sanford v. Irby, Remington Sanson v. Rumsey, Saunders v. Bournford Dehew, Saunders, Ex parte, Saunders v. Page, Vautier, Walker, Sawyer v. Shute, Saye v. Barwick, Saye and Sele (Lord) v. Jones, Scarborough (Earl of) v. Parker, Scattergood v. Harrison, . Scawen v. Scawen, . . 102, Scott V. Beecher, 176, 531, 159, 91, 312, 313 . 337 . 275 124, 381 . 47 72, 75 408, 417 143, 152 . 401 151, 152 . 409 557, 560 212, 485 533, 568 350, 353 536, 559 . 182 . 365 231, 247 . 515 . 151 . 252 164, 509 . 532 . 406 . 405 . 539 . 412 145, 155 233, 239 . 551 . 574 104, 105 . 212 PASE Scott V. Davis, 158, 537 Fenhoullet, . 326 LangatafFe, . 146 Surman, 51, 269 Tyler, 166, 496 Scourfield v. Howes, 310, 313 Scriven v. Tapley, 418 Scroope v. Scroope, . 99 Seagrave v. Seagrave, 427 Seale v. Scale, 330 Sear v. Ashwell, 82,83, 88 Seeling v. Crawley, . 426 Seers v. Hind, 524, 559 Seggears, Ex parte, 198 Segrave v. Kirwan, . 150 Seley v. Wood, 124 Sellack v. Harris, , 166 Selaea (Lord) v. Lord Lake, , 325 V. Rhodes, 161, 166 265 Selyard v. Harris, . 547 Semphill v. Bayley, . 496 Senhouse v. Earl, 516 Sergison, Ex parte, . 283, 288 V. Sealey, . 396 Seymour v. Bennett, 441, 443 Shaftesbury v. Duke of Marlborough, 435, 436 437 438 Shakeshaft, Ex parte, 378, 521, 531 Shales v. Shales, 104, 106 Shapland v. Smith, 232, 239, 247 Sharp V. Sharp, 179, 226, 227, 303, 473 Shaw V. Borrer, 342, 345, 35: ,356 ,504 505 Ex parte. , 260, 432 V. Pickthall, , 568 Weigh, . , 242 Sheddon V. Goodrich, 356, 362 Shee V. Hale, , 395 Sheffield v. Earl of Coventry t 445 Shelburn v. Inchiquin, , 166 Sheldtnan v. Wildman, 263 Sheldon v. Barnes, 114 Cox, 165 510 514 Dormer, 342 366 367 Shelly V. Nash, , 153 Shepherd v. Lutwidge, 358 Mauls, . , 372, 373 Smith, . 557, 562 Towgood, 344, 523 Sheriffe v. Axe, 574 Sherrard v. Lord Harborough , . 119, 440 Sherratt v. Bentley, . 224 227 566 Sherwood, Re, . 574, 575, 576 577, 582 Shewen v. Vanderhost, , 508 Shick, Ex parte. 208, 296 Shiera v. Higgins, Shipbrook v. Hinchinbrook, , 156 310, 313, 333, 373 Shirley v. Earl Farads, 336, 341, 359 Sharrocks, Re, . 201 207 209 Shrewsbury (Countess of) v. Earl of Shrewsbury, 342, 367 Shuttleworth v. Howarth, 568 Sidney v. Miller, 325 Shelly, 114, 115 116 122, 139 Sidney, 428 Silk V. Prime, ' 358 Silvester v. Jarman, , '. 285 Simmons V. BoUand, . 432 508 Simms v. Naylor, . 207 288 Simon v. Barber, , 451 Horwood. ] 420 Simpson v. Gutteridge, 172 TABLE OF ENGLISH CASES. lix Simson v. Jones, Sisson V. Shaw, Silwell V. Bernard, Skeats v. Skeats, Skinner, Ex parte, Skrymsher v. Nothcote, Slater v. Willis, Slaughter v. Perry, Sleech v. Thorrington, Sloath V. Cadogan, Small V. Atwood, King, PAGE . 396 . 402 . 388, 390 97, 98, 100, 105 198, 199, 460, 465 . 115, 136 . 94 . 553 . 413 . 88, 448 . 522 . 572 Marwood, 212, 224, 226, 307, 337 Smallcross v. Finden, . . . 345 Smart v. Prujean, . . . 355, 362 Smee v. Martin, .... 402 Smith, Ex parte, . 210, 308, 449, 531 V. AttersoU, .... 64 Baker, .... 92 Bruning, .... 163 Camelford, . . .425 Cawdery, .... 497 Duke of Chandos, . 277, 540 Claxton 127 Clay, . 168, 265, 528 ~ ■ ■ .318 . 386 . 366 . 90 363, 504 . 512 82, 88 200, 211 300, 488 519, 546 224, 225, 226, 307 163 385 432 395 dem Dormer v. Parkhurst, V. Evans, Foley, Garland, Gwyon, Low, Lyne, Ex parte, Re Dry, V. Smith, 221, Snow, Wheeler, Smyth V. Aykwell, Smyth, Snoulton, Ex parte, Snowden v. Dales, Society for Propagation of Gospel v. Att. Gen, 468 Socket V. Wray, . . . 414, 421 Sonley v. Clock Makers' Company, 48, 49, 169 Sorrell V. Carpenter, . . .511 Sorresby v. HoUins, . . 452, 456 South V. AUeyne, .... 232 Southampton (Lord) v. Marquis of Hertford, 393, 394 . 124 . 120 . 176, 212 . 370, 379 476. 479, 504 342, 343, 505 . 172 . 151 . 358 336, 337, 340, 343 . 57 . 414 . 362 215, 425 . 418 218, 219, 221, 223, 224, 225, 226, 303, 536 . 169 409, 414, 495, 496 . 168, 265 . 535 Soulhcott V. Watson, Southouse V. Bate, Southwell V. Ward, Sowerby v. Clayton, Sowersby v. Lacey, Spalding t. Shalmer, Spear v. Grant, . Spencer v. Smith, Spongv. Spong, . Spottiswoode v. Stockdale, Spurgeon v. Collier, Spurling v. Rochfort, Spurway v. Glyn, Square v. Dean, . Squib V. Wyn, Stacey v. Elph, Stackhouse v. Barnston, Stackpole v. Beaumont, Daveron, Howell, . 424, 35 Stackpoole v. Stackpoole, Stafford v. Lewellyn, . Stamford (Earl of) v. Hobart, Standford v. Marshall, Stangor v. Tryon, Staniforth v. Staniforth, Stanley, Re, V. Stanley, . Stansfield v. Habergham, Stanton v. Hall, . Stapleton v. Colville, . Stapleton, Starkey v. Brooks, Starkie, Ex parte, Steinmetz v. Hahhin, Stephens v. Bagwell, . Bateman, . Olive, Lawry, Stephenson v. Hayward, Heathcote, Stettle, Ex parte, Stephens v. Bailey, Dethick, . Stewart v. Bruere, Noble, Stewart, St. George v. Wake, . Stickney v. Sewell, Stiff V. Everett, . Stileman v. Ashdown, Stilwell V. Wilkins, . St. John v. Boughton, . 's College, Cambridge v ton, v. St. John, Stock v. Mawson, Stocken v. Dawson, . Stocken, . Stocker v. Harbin, Stone V. Lidderdale, . Theed, . Stoner v. Curwen, Story v. Lord Windsor, St. Paul V. Lord Dudley and Ward Strangg v. Barnard, . Smith, Starthmore v. Bowers, Stratton v. Grimes, Straus V. Goldsmid, . Streatfield v. Streatfield, Stretch V. Watkins, . Strickland v. Aldridge, Strode v. Blackburn, . Russell, Winchester, Strong v. Ingram, Stewart v. Lord Kirkwall, Stubbs v. Sargon, Studholme v. Hodgson, Sturge v. Dimsdale, . . . 364, 457 Sturgis v. Champneys, . . . 406 Corp 421 St. Wenn's Charity, Re, . . . 460 Styan, Re 448 Style V. Martin, 511 Supple V. Lawson 492 Surman v. Barlow, .... 513 Sutton V. Jones, . . 277, 482, 540 Sharp, . . . 374, 523 Swan, Ex parte, . . . 206, 296 Sweet V. Southcote, .... 165 PAGE 374, 523, 573 258 328 425 345 365 291 240, 365, 366 323, 324 410, 420, 421 352, 354 351, 352, 3.54 . 124 . 401 411, 418 45, 46 . 152 . 426 401, 494 336, 337 1, 353, 354 . 533 . 51 . 365 . 390 341, 359 370 . 163 . 368 . 411 99, 102 . 152 . 504 . Todding- . 460 164, 426 . 163 . 575 . 402 354, 361 . 45 435, 437, 438 323, 332, 333, 335 165, 514, 515 " ■ 325 74 498, 500, 502 . 163 . 496 . 455 329 400, 403 59,61, 164 271, 272 . 283 . 60 361, 362 . 424 64,65, 117,414 404, 568 Ix TABLE OF ENGLISH CASES. Sweetapple v. Bindon, Swift, Ex parte, . dem. Farr v. Davis, Nash, Sydenham v. Tregonwell, Sykes v. Hastings, Sylvester v. Wilson, . Syinance V. Tattam, . Symons v. James, Symson v. Turner, Synge v. Hales, . T. PAGE 330 399 105 361 362 137 277 540 232 318, 319 347, 348 232, 235 330 FASE Tidd V. Lister, 212, 273, 279, 384, 385, 407, 429 Tiffin V. Tiffin 325 Tait V. Jenkins, 212, 277, 540 Northwick, 341 350, 353, 359 Talbot V. Earl of Radnor, . . 543 Tankerville (Earl of) v. Faweett, . 357 Tanner v. Elworthy, . . 439 Tarbuck v. Greenall, . . 544 Tardifle v. Robinson, ^. .435 Tasburgh, Re, . . 413 Taster v. Marriott, , . 439 Tatlock v. Smith, . . 336 Taylor v. Alston, . 99 Baker, . 512 ■Clark, , . 379, 390 George, . 71 Glanville, 196 , 424, 554, 560 Haygarth, . . 270 Jones, . 90 Phillips, . , . 396 Radd, . 167 Salman, , . 160 Shum, . 432 Stibbert, 164 281, 509, 512 Style, . , . 516 Tarbrum, . 480, 557, 563 Taylor, 96 103, 104, 105, 107 Wheeler, . . 530 Tebbs V. Carpenter, 374 381, 429,447,523, 524, 558 , 559 560, 564, 565 Tierney, dem. Gibbs v. Moody, . 232 Tench v. Cheese, , . 381 Tendrill v. Smith, . 157 Tenny v. John, . . 257, 262 Terrell v. Mathevfs, . . 312, 313 Terry v. Terry, 378, 396, 397, 403 Tew V. Earl of Winterton, . 524 Thayer v. Gould, . . 547 The Baptist Asso. v. Hart's Executors, 459 Thellusson v. Woodford, . . . 456 Thetford School Case, . . 128, 451 Thorn V. Newman, . . . 252, 327 Thomason v. Moses, .... 568 Thomas v. Britnell, .... 345 Thomson, Re, 291 v. Blackstone, 282, 477, .506 Grant 286 Griffin, . . . 401, 402 Leach, . 212, 221, 224, 226 Simpson, . . 264, 266 Thompson, . . 454, 457 Thong v. Bedford, Thorby v. Yeates, Thorpe v. Owen, Thring, Ex parte, V. Edgar, Thrupp V. Barman, Thynn v. Thynn, Tibbitts V. Tibbitts, . 247, 248 424, 425, 555, 556, 560 51,66, 86,89 . 532 . 515, 532 . 425, 426 150, 151,166 71, 75 Timson v. Ramsbottom, Tipping V. Pigott, Titley v. Durant, Tolland and , Toller V. Carteret, Tollemache v. Earl of Coventry; Tomkyns v. Landbroke, Tomhn v. Hatfield, . Tomlinson v. Dighton, Tompkins v. Tompkins, Tottenham, Re, . Touch v. Lambert, Toulmin v. Stere, Tourville v. Naish, Tower v. Moor, . Towers v. Lord Rous, Townley v. Bedwell, Sherbourne, Townshend, Ex parte, V. Cams. 307, 448 319 427 277 44 333 409 493 421 360 201 124 514 165, 514 166 350, 351, 352, 353 345 453 308, 311 541 79, 80, 133 Champerno wn, 253, 256, 260 Lawlon, . . 319, 322 (Marquis of) v. Stangroom, 150, 166, 167 Townshend, . . 264 Westacott, . . 102 Wilson, . 303, 472, 489 Townson v. Tickell, 212, 221, 223, 224, 225 Traffi)rd v. Ashton 367 Boehm, 369, 376, 377, 378, 520 Trapp, Re, .... 208, 296 Trevele v. Coke, Tregonwell v. Sydenham, Trent v. Banning, Trent, . Trevanion v. Mosse, . Vivian, . Trevelyan v. Charter, 158, 160, 168, 169, 265 Treves v. Townshend, 374, 523, 559, 563 Trevor v. Trevor, Trezevant v. Frazer, . Trimleston (Lord) v. Colt, Hammil, Trimmer v. Bayne, Trinity College v. Brown, Trott V. Dawson, Vernon, Trower v. Knightley, Tucker v. Boswell, Phipps, Tucker, Tudor V. Samyne, TufTnell v. Page, Tullet v. Armstrong,' TuUet, Tulloch V. Hartley, Tunstall v. Trappes, Turner v. Corney, Edgell, Harvey, Hind, Ogden, Turner's (Sir Edward) Turner v. Turner, Tutin, Ex parte, Tweddle v. Tweedle, Tweedale v. Coventry, Twine's Case, Twisden v. Wise, Case, . 432 135, 137 . 235 . 361 512, 514 404 329 567 368 374 126 125, . 270, 430 . 572 . 345, 360 . 475 . 383, 390 . 151 274, 317, 503 . 406 . 58 419, 420, 422 . 395 59 .' 165, 514 541, 344, 573 299 146, 147, 148, 149 . 544 . 452 . 406, 410 . 149, 400 209, 288, 300 . 157 . 358 . 335 . 415 TABLE OF ENGLISH CASES. Ixi Twopenny v. Peyton, Tylden v. Hyde, Tyler v. Lake, . Tyrrell v. Hope, Tyrell's Case, . Tytcher v. Byles, PAGE . 395 . 473, 479 406, 420, 421 . 420 . 230 . 492 U. Underbill v. Horwood, . . 150, 152 Underwood V. Lord Courtown, . .511 Hatton, . . 548, 549 Morris, . . . 496 Stevens, 310, 313, 314, 373, 374,381, 382,525,527 Uniacke v. Giles, . . 83, 85, 110 Re, . . . 206, 219, 225 Uppington v. BuUer, .... 160 Urch V. Walker, . . . 215, 217, 219 Utterson v. Maire, .... 166 Uvedale v. Patrick 191 V. Valliant v. Diomede 432 Vandebende v. Levingston, 520, 522, 546 Van Horn v. Fonda 538 Vaugban v. Back, . . . 390, 392 Farrer, .... 457 Guy 359 Tburston, . . 558, 562 Vauxhall Bridge Company, Ex parte, 306 Venables v. Morris, Verney v. Verney, Vernon, Ex parte, V. Keyes, Vaudry, Vernon, Vez V. Emery, . Vezey v. Janson, Vickers v. Scott, Vidal V. Philadelphia (Citizens of), . 459 Vigrass v. Binfield, Villiers v. Villiers, Vine, Ex parte, . Vose V. Grant, W, 249, 250 365, 433, 437 . 288 . 147 168, 265, 518 . 71 . 555, 572 116,117, 132 388 378, 550, 551 251 532 172 420, Wade V. Paget, . Wagstaff V. Smith, Wagstaff, Wain V. Earl or Egmont, Wainwright v. Bendlowes, Waterman, Waise v. Whitfield, . Wait V. Webb, . Wake V. Tinkler, Wakeford, Re, . Wakeman v. Duchess of Rutland, Waldo V. Caley, 79, 80, 131, 133, Waldo, Walker, Re, V. Burrows, . Denne, Hardwick, Jackson, . Meager, . Shore, Smallwood, 201, 345, 350, . 352, '. 379, 355, 356, . 252 421, 424 58, 230 . 340 353, 354 . 486 . 354 . 456 274, 316 201, 289 281, 544 466, 493 385, 477 289, 297 . 102 . 270 351,353 353, 354' . 358 390, 474 505, 548 PAGE Walker v. Symonds, 184, 308, 310, 314, 315, 373, 378, 382, 383, 526, 527, 547, 559, 581 Walker, 59, 166, 485, 486, 487, 490, 495 Wetherell, Woodward, Wall V. Atkinson, Bright, . Tomlinson, Wallace v. Wallace, Waller v. Childs, Walmesley v. Booth, Walsh V. Gladstone, Wallinger, 66 Walter v. Hodge, Maunde, Walters v. Jackson, Walton, Ex parte, V. Hobbs, Merry, Walton, Walwyn v. Coutts, Lee, Wangford v. Wangford, Warburton v. Sandys, 399, 400, 574 . 374, 523 . 531, 534 . 171, 286 . 415 . 157 452 153, 160, 527 . 178, 211 ,69,70,485,488,492 . 407 287, 477, 482, 483 . 290, 294, 295 . 207, 209 . 515 293 118, 120, 125, 126 . 83, 336, 337 . 272, 512, 514 . 223 186 Vaughan, 203, 204, 281, 299 Warburton, 70, 367, 486 Ward V. Arch, Audland, Butler, . Devon, . Lant, Wardle v. Claxton Hargreaves, Wardour v. Beresford, Ware v. Horwood, Polhill, . Wareham v. Brown, . Waring v. Coventry, . Warnford v. Thompson, Warren v. Davis, Warter v. Hutchinson, Warwick Charities, Re v. Warwick, Wasse V. Hesslington, Waterhouse v. Holmes, Wathen v. Grey, Watkins v. Cheek, Watson, Ex parte, v. Brickwood, Hindsworth Hospital, Earl of Lincoln, Toone, Watts V. Ball, Girdlestone, 262 90, 449 . 214 . 473 . 110 . 421 . 195 . 151 . 152 . 396 70, 355, 486 475, 532 357, 471 347, 362 239, 240, 241, 367 188, 194, 554 165, 514, 516 . 347, 348 . 456 . 357 363, 506, 507 . 531 350, 353 . 465 . 136 159, 169, 265, 539 . 405 371,372,378,382, 474 Turner, . . . .278 Weatherby v. St. Giorgio, . . . 546 Weaver v. Maule, . 45, 50, 430, 431 Webb V. Claverden 150 Jones 354 Lymington, . . . 271, 272 Lord Shaftesbury, 195, 378, 396, 494,548,570,571,572, 575 Webb, .... 272,361 Wedderburn v. Wedderburn, 264, 265, 379, 525, 526, 527, 528, 581, 582, 583 Wedgewood v. Adams, . . 282, 508 Weigall V. Brome 286 Weiss V. Dill 573 Welch, Re . . .201, 207, 208, 289 Ixii TABLE OE ENGLISH CASES. Wellbeloved v. Jones Weller v. Weller, Wellford v. Beezley, Wells V. Middleton, West V. Ayles, . Erissey, Shuttleworth, TAGK . &74 490, 491 . 512 . 160 288, 201 329 314, 135, 451, 452, 455 VVestley v. Williamson, . . . 551 Westmeath -v. Salisbury, . . .426 Westmeath, 426, 427, 492 Weston V. Banister 580 Berkely, . . . .515 Westover v. Chapman, 369, 374, 562, 565 Wetherell v. Collins 552 Wilson 65 Weymouth v. Boyer, . . 510, 516, 524 Whaley v. Cox, 362 Whatley v. Kemp,. .- . . . 329 Whatfordv. Moore 366 Wheate v. Hall 473, 474 Wheatley v. Purr, 51, 60, 64, 83, 86, 89 Wheeler v. Bingham 496 Whelpdale v. Cockson, 159, 160, 536, 539 Whetstone v. Bury, . . . 230, 235 Whichcote v. Lawrence, 158, 160, 266, 536, 538, 559 Whitbread v. Jordan, .... 513 Whitchurch v. Whitchurch, 325 Whitcomb v. Minchin, 160 Whiting, 306 White V. Garter, '. 331, 333, 335 Damon, 152 Evans, . '. 123 456 Parker, 188 St. Barb, 418 White, 53 212, 353, 433, 437, 451 ,453 Williams, Whiteacre, Ex parte, . Whitfield, Ex parte, . V. Bennet, . Prickett, Whitley, Ex parte, Re Whitlock's Case, Whitmarsh v. Robinson, Whistler v. Newman, Webb, . Whittingham v. Burgoyne, Whitworth v. Davis, . Whytall V. Kay, . Widdowson v. Duck, . Widmore v. Governors of Queen Ann's Bounty, . 125 . 286 . 401 . 385 . 395 209, 568 193, 206 . 481 279, 556, 565 559 545 163 171 361 548, 550 37' Wigg V. Wigg, Wigsell V. Wigs WoodrofFe, 451 ill. Wilkes V. Boddington Steward, Wilkes, Wilkins v. Fry, . Wilkinson, Ex parte, V. Adam, Bradfield Malin, Parry, Stafford, Wilkinson; Willan V. Lancaster, WiUan, Willats V. Kay, . 452, 456 165,514 . 326 . 517 369, 378 . 426 356. 479 . 209 361, 362 . 166 308, 468 180, 520, 540, 547 . 378 54, 570, 573 . 347 145, 147, 149 . 413 PASE Williams, Re . . 291 V. Bird, . 192, 204 Carter, . . 472 Chitty, . . 119, 345 Coade, . . 142 Jones, 121, 123, 126 Kershaw, 81 132, 133, 364 Lambe, . . 517 Bishop of Landaff, . 351, 354 Longfellow, . 228 Lonsdale, 269, 270, 430 Nixon, 214, 308 309,310, 311, 312 314 373,381 Sorrell, . . 511 Williamson, Ex parte, . 532 V. Codrington . 107 Curtis, . 342, 363, 504 Gihon, . . 163 Williamson, . 90 Willis V. Hiscox, 278, 327 555, 560, 562 Jernegan, . 152, 154 Kibble, . . 576,578 Willis, . 92, 94, 95 Willmott V. Jenkins, . . 364 Willoughby v. Willoughby, . 324, 326 Wills V. Sayers, . 420,421 Wilson, Re . . 291 Wilson V. Troup, . 538 Allen, . 254 255. 257, 258 Dennison, . 308, 443, 444 Dent, . 57, 61 Goodman, . . 315 Halliday, . . 342 Hoare, . 270,430 Major, 73, 74, 127 Moore, . 173, 520 Wilson, . 195, 426, 561 Wilvescomb's Case, . . 466 Winch V. Keely, . . 530 Winchelsea (Earl of) v. Garrety, . 161 Norcliffe, 377, 396, 397, 574 Winchester {Bishop of) v. Fournier, . 515 Paine, . 511 Winged v. Lefebury, . . . 164, 509 Winn V. Littleton, Winnington v. Foley, . Winter, Ex parte, 203, 205, 207, 295, 298 V. Lord Anson, Wiseman v. Beak, Westland, Wish, Ex parte. Withers v. Kennnedy, Withers, Witter V. Witter, Wilts v. Boddington, Dawkins, Steere, . Wolestoncroft v. Long, Wolfv. Hill, Wood V. Abrey, . Cox, . Downes, Dudley, Dummer, Harman. Richardson, White, . Williams, 317, 381 67, 285 319, 321 514 153 511 207 345 1, 395, 396 69, 70 421, 422, 575 . 446 329, 357 . 477 152, 156 71, 73, 121 157, 160 . 362 . 172 . 383, 483, 508 70, 282, 477, 488 . 471, 475 545 Woodcock V. Duke of Dorset, . . 366 Woodhouse v. Hoskins, . 319, 320, 322 Meredith, . . .160 TABLE OP ENGLISH CASES. Ixiii PAGE Woodroffev. Burton, . . . .151 Woods V. Huntingford, . . . 357 Woods, . . .65, 78, 79 Woolam V. Hearn, . . . .167 WooUands v. Croucher, . . . 414 Woolmore v. Burrows, . . 81, 334 Worrall v. Haford, . . 565, 567, 570 Jacob 426 Marlar, . . . 408,411 Worrall 426 Worsley v. Demattos, . . .332 Earl of Scarborough, 165,511, 514 Worthington v. Evans, 307, 489, 498, 499, 501 Wrangham, Ex parte, . . . 460 Wray v. Steel, 92 Wren V. Kirton, 376 Wride v. Clark, 358 Wright V. Atkins, . 71,72,75,76,78 Cadogan, .... 421 Lord Dorchester, . 445, 448 Morley, 408, 410, 411, 413, 416 Pearson, .... 333 Proud, .. 156, 158, 159, 160 Wright V. Row, . Rutter, Wakeford Wright, Wyatt V. Sharratt, . 368, 377, Willis, .... Wynch v. East India Company, Packington, Wykham v. Wykham, 231, 244, Wynch v. Wynch, Wyndham v. Earl of Egremont, Wynne v. Hawkins, . Wymter v. Bold, .... PAGE 139, 456 . 418 . 478 . 44 550, 551 369, 375 268, 504 119,324 250, 251, 385 . 401 . 325 . 75 365, 366 Yates V. Compton 236 Yallop, Ex parte, . . .94, 277 Young V. Peachy, 106, 107, 111, 157, 166 Martin 72 Younge v. Combe, . . . 374, 523 York V. Brown, . . . 565, 566, 575 ERRATA. Page 67, 3d line from bottom, for " Got." read " Gill's Rep." 62, 16th " " " for "11 Dunlap," read " § 11 ; Dunlop." 66, last " " " after " ante," add « page 48." 126, 34th « " " for « Balvin v. Johns." read " Baldwin ». Johnson, Saiton, 441." 169, 2d " " " for " 2 E. & J. Ch., "read " 22 L. J. Ch." 177, last " " " for"note2, page 66," read "note to page 79." 231,17th" " " before '■ 14 Penn. St., &c.," insert "10 Barr. 285." 608,4th " " " for "4 Rand.," read "6 Rand." 668,21st" " " for "1850," read "1863." A TREATISE ON IHS LAW KELATING TO TRUSTEES, ETC., ETC. INTRODUGTION. A Trustee, in the widest meaning of the term, may be defined to be, " A person, in whom some estate, interest, or power in or affect- ing property of any description is vested for the benefit of another."^ This definition, however, would include executors and administra- tors, guardians of infants, and committees of lunatics, as well as assignees in bankruptcy and insolvency, and others filling any fidu- ciary situation. It would also extend to bailees, factors, and agents, whose duties in their fiduciary characters are recognised, and en- forced at common law. But the term " trustee" in its more defined acceptation has acquired a meaning distinct from any of those cha- racters ; the persons filling which are also amenable to otner juris- dictions, besides that of the Court of Chancery. It is not intended that those branches of the subject should be objects of discussion in the following pages, which will be confined to the law relating to trustees in the usual and more restricted meaning of the term, against whom the only remedy is by the writ of subpoena issuing from the Court of Chancery. — In consequence of the strict construction put upon the Statute of Uses by the judges of the day, the estate of the old feoffee to uses was preserved with little alteration in that of the modern trustee.(a) However, the courts of equity, in the exercise of their new jurisdic- tion, avoided in a great degree those mischiefs, which had made uses (a) Bl. Com. 333; Co. Litt. 290, b; Bull. n. I. 3; 2 Fonbl. Eq. B. 2, Ch. 1, s. 4; Hopkins v. Hopkins, 1 Atk. 591. 4 50 INTRODUCTION. intolerable. (6) This new species of estate was gradually modified and altered to meet the continual changes in the state of society, and the progressive wants of the community ; and it has been applied by analogy to personal property, as well as to a great variety of cases which never could have been in the *contemplation of those L -'by whom it was originally introduced. (c) In the existing state of society, it is difficult to conceive how the requisite circulation of pro- perty could be established and maintained without the interposition of some such machinery as the system of trustees readily supplies. The utility of this system, and its adaptation to the wants of the community, is sufficiently shown by its almost universal prevalence. A vast portion of the property of the country is at this moment vested in trustees, and the variety and daily increasing number of associations and institutions, which affisrd an employment for capital, is continually adding to the extent and importance of this branch of our national jurisprudence. Courts of equity, from their inherent jurisdiction, assumed from the beginning the exclusive control over trustees in the discharge of their duties, whether affecting real or personal estate.' There are few cases arising from matters of trust (with the exception of bail- ments, and rights founded on contract), of which the courts of com- mon law are capable of taking cognizance. (c?) In the exercise of this jurisdiction certain rules have been established by the practice of the courts ; and it has been remarked by Lord Hardwicke, "that these rules should not be laid down with a strictness, to strike terror into mankind, acting for the benefit of others, and not for their own ; and that as a trust is an office, necessary in the concerns between man and man, and which, if faithfully discharged, is attended with no small degree of trouble and anxiety, it is an act of great kind- ness in any one to accept it! To add hazard or risk to that trouble, and to subject a trustee to losses, which he could not foresee, and consequently could not prevent, would be a manifest hardship, and would be deterring every one from accepting so necessary an office."(e) A recent eminent writer on Equity Jurisprudence,(/) whilst ad- (6) 2 Bl. Com. 336. («) Knight v. Earl of Plymouth, 1 (c) 2 Stor. Eq. Jur. § 969. Die. 326; S. C. 3 Atk. 480. ' (d) 3 Bl. Com. 431; Co. Litt. 290, b; (/) 2 Stor. Eq. 480. Butl. note; 2 Fonbl. Eq. b. 2, Ch. 1; 2 Stor. Eq.' Jur. i 962. ■A court of admiralty, though influenced in the determination of cases by equitable considerations, and taking notice of equitable titles when arising inci- dentally, has no direct jurisdiction over trusts as such ; and where a trust is the foundation for relief, the libellant states himself out of court. Davis ■». Child, Daveis's Rep. 71; Berkhard v. Flyne, 6 Moore Priv. Coun. Cas. 56. INTRODUCTION. 61 mitting the propriety of these remarks, adds a doubt, whether the courts of equity have always proceeded upon the broad and liberal basis, which the observations of Lord Hardwicke tend to establish ; and he remarks upon what he terms "the artificial rules" es- tablished by the courts, in the exercise of their control over the con- duct of trustees.(l) However this may *be, it is obviously of p^o-i the greatest importance in the numerous transactions which are of daily occurrence, that the law, as settled by these rules, should be accurately ascertained and universally known ; and this it has been imperfectly attempted in the following pages, to collect and methodize from the several decided cases. (1) The author's reference to the page of Story is inaccurate ; it should be p. 514, § 1272, et seq. The language of the late learned judge is as follows : — " The true result of the considerations, here suggested, would seem to be, that where a trustee has acted with good faith in the exercise of a fair discretion, and in the same manner as he would ordinarily do in regard to his own property, he ought not to be held responsible for any losses accruing in the management of the trust property, see Hart v. Ten Eyck, 2 Johns. Ch. R. 76; Thompson v. Brown, 4 Id. 619, 629, On the contrary, courts of equity have laid down some arti- ficial rules for the exercise of the discretion of trustees, which import (to say the least) extraordinary diligence and vigilance in the management of the trust properly." And then, in order to exemplify the artificiality alleged, he proceeds to quote cases of the investment of trust funds by the trustees in stock or perso- nal securities who were held accountable for a depreciation or loss, although no mala fides existed, and no negligence could be imputed. It is evident that these, not being cases of management of the trust, but investment of the fund, without the aid of the court, do not establish the position of the late Mr. Justice Story. Indeed, all the opinions which he cites and all the doctrine he reasons out, show conclusively that the rules of equity, in the matter of investment, are not arti- ficial, but the reverse ; they are the simple and natural evolutions of the system proposed for the prevention of constructive frauds. In this country, particularly, where trusts of all kinds are sought as a source of emolument, the rules ani- madverted on should be preserved in their most stringent tendency, for they clearly must prevent speculation by the trustee with the funds committed to his care. In England, where allowances to trustees are more restricted, and com- missions are only granted in a few specified cases (vide post, p. 597, 598), there might seem to be some plausible ground for a relaxation of the strictness of the rules ; but in the United States it is best — to adopt the language of the same emi- nent writer, " to act under the direction of a court of equity, which trustees at all times have a right to ask." (2 Sto. Eq. 518, n.) in the matter of lending trust money. — ^T. [*44] ^PRELIMINARY CHAPTER. Before the relation of trustee can be constituted, there must necessarily exist : 1st. A subject-matter proper for a trust ; 2d. A person competent to create the trust ; 3d. One capable of holding property as trustee ; and 4th. A person for whose benefit the trust- property may be held, who is known by the somewhat barbarous ap- pellation of " cestui que trust." I,— WHAT MAT BE THE SUBJECT-MATTER OF A TEUST. All property of a valuable nature, not only everything that may be legally transferred or disposed of, but also many things which the rules of common law do not recognise as aviailable property, or at any rate do not permit to be dealt with by assignment ; such as choses in action, and possibilities of every description,^ as well as mere naked persons and authorities, may be made the subject-matter of a trust, (a) Although the courts of equity in England cannot in suits concern- ing lands situated out of the limits of their jurisdiction make any decree directly affecting the realty,(J) yet they will support a trust (a) 1 Cruis.Dig.Tit. 12, Ch. I.;Hob- Carteret i;. Petty, 2 Sw. 323, n. [See son i;. Trevor, 2 P. Wms. 191; Wright Bunbury v. Bunbury, 3 Jur. 644,1 V. Wright, 1 Ves. sen. 41 1. [Wetherhed Beav. 318 ; Bent v. Young, 9 Sim. 190 ; V. Wetherhed, 2 Sim. 183 ; Douglass v. Houlditch v. Donegal, 8 Bligh N. S. 344; Russell, 4 Sim. 524 ; Langton v. Horton, Portarlington v. Soulby, 3 My. & K. 1 Hare, 549.] 108; Henderson v. Henderson, 3 Hare, (6) E. of Kildare v. Eustace, 1 Vern. 115; Preston v. Melville, 1 5 Sim. 85.] 421; Roberdeauw. Rous, 1 Atk. 543; ' As to how far possibilities and expectancies are assignable in equity, see Mitchell V. Winston, 2 Story, 630; 6 Bost. Law Rep. 347 ; Letcher v. Schroeder, 3 J. J. Marsh. 11 ; Varich v. Edwards, 1 Hoff. Ch. 382 ; Merriweather v. Herraw, 8 B. Monr. 162; Story's Equity, § 1040 (b.),1055; 12 Jur. PartH. 213; Notes to Row ti. Dawson, 2 Lead. Cases, Equity, *573. A growing crop of cotton may be the subject of a trust, Robinson v. Maulden, 11 Alab. 980 ; as may the receipt for a medicine. Green v. Folgham, 1 S. & St. 398. WHAT MAY BE THE SUBJECT-MATTER OF A TRUST. 53 of such lands against a trustee resident within the jurisdiction by a decree operating in personam.{c) Thus, questions involving trusts of real property in Ireland,(d) in the Island of Sark,(e) and the West Indies, (/) have been entertained by the Court of Chancery here ; and it seems, that a similar jurisdiction would be exercised in the case of lands within the dominions of a foreign state. (^)' (c) Penn v. Ld. Baltimore, 1 Ves. 214; E. of Arglasse v. Muschamp, 1 sen. 454 ; Com. Dig. (Chancery), 3 Vem. 75. X., 4 E., 4 W. 27. (e) Toller v. Carteret, 2 Vera. 495. (d) E. of Kildare u. Eustace, 1 Vern. (/) Ld. Cranstoun v. Johnston, 3 421; Cartwright v. Pettus, 2 Ch. Ca. Ves. 182.. (g-) Angus V. Angus, 1 West. 23.- 'It is clearly settled in the United States, that in cases of fraud, accident, or trust, equity will interfere, though the property to be affected, be in another state or country, where the principal defendants are served with process, and where adequate relief can be given by a decree in personam. According to the nature of the case, the court will direct the property to be brought within the jurisdiction, order a deed to be cancelled, or a conveyance to be executed, in accordance with the law of the place where the land, if it be such, is situated. Farley v. Shippen, Wythe, 125: Massie v. Walts, 6 Cranch, 148; Ward v. Arre- dondo, 1 Hopk. 513 ; Meade v. Merritt, 2 Paige, 606 ; Howell v. James, 7 Paige, 213; Shattuck v. Cassidy, 3 Edw. Ch. 154; De Klyn v. Watkins, 3 Sandf. Ch. 185; Barclay i;. Tallman, 4 Edw. Ch. 126; Spear v. Scoville, 3 Cush. 581 ; Sauf- han V. Barclay, 6 Whart. 392 ; Guerrant v. Fowler, 1 H. & Munf. 5 ; Episcopal Church V. Wiley, 2 Hill Ch. (S. C.) 586. It is not necessary to the exercise of this power, that the defendant should be domiciled at the place of the forum ; a bill will be entertained though all the parties be foreigners, and in such a case, a ne exeat may be granted. Mitchellii. Bunch, 2 Paige, 606. So in the case of a resulting trust to heirs-at-law (Hawley v. James, 7 Paige, 213), or of a direction to executors to sell lands in another state, Campbell's case, 2 Bland. 209. In Shattuck v. Cassidy (3 Edw. Ch. 154), trustees appointed under an Act of the Legislature of New Jersey, to sell lands in that State, were decreed to execute a contract made by them in New York, with respect thereto. A very decided opinion was expressed by the Vice-Chancellor in Barclay v. Tallman (4 Edw. Ch. 126), where an Insurance Company, incorporated in Maryland, but doing business in New York, made an assignment for the benefit of credi- tors, that a bill would lie against the toustees in New York, for the purpose of protecting and enforcing the trust. It was sufficient that either the person or property was within the jurisdiction. But see Williams v. Maus, 6 Watts, 278. But in order to induce the court to interfere in such cases, it must be compe- tent to administer the appropriate equity required by the case, and capable of giving effect to the decree. Bank of Virginia v. Adams, 1 Pars. Eq. 547; Mor- ris V. Remington, 1 Pars. Eq. 397. Where called upon to act directly on the land itself, or to affect the title thereto, it will refuse its aid. Blount v. Blount, 1 Hawks, 376; Walkers. Ogden, 1 Dana, 252. In Williams u. Mause, 6 Watts, 278, it was held that the appointment of a trustee by the court of another state, in the room of a deceased trustee, to whom land in Pennsylvania had been con- veyed, vested no title in the former. See further on this subject Story's Equity, 54 WHAT MAT BE THE SUBJECT-MATTER OP A TRUST. According to the law of England, and of almost every other country, personal property has no locality; but is subject to the law ; which governs the person of the owner. It follows thaf the p;^, C-] foreign personal property of *a British subject may properly '- ■' become the object of a trust, which will be recognised in this country. (A) But no valid trust can be founded on an interest derived from an illegal contract, or established in contravention of the general policy of the law.(i) Thus in the case of an officer's half pay ;(Ar) or a goaler's fees ;(Z) or a right to property depending on the issue of a suit then pending ;(m) or any interest, the assignment of which is forbidden by the law on the ground of public policy ;(w) the court will not recognise any trust, which is attempted to be attached on a disposition of such property, — for such a trust would be in direct violation of those rules of law.^ Copyholds were not comprised in the Statute of Uses ;(o) but it has long been settled, that they may be subject to a trust ; and the trust will be binding on the lord, if taken notice of on the court Qi) Smith. Merc. Law, 567 ; Hill v. (I) Mithwold v. Walbank, 2 Ves. sen. Reardon, 2 Russ. 608, 629. 238. (i) Exp. Dysler, I Mer. 172; Curtis u. (m) Stevens v. Bagwell, 15 Ves. 156. Perry, 6 Ves. 739; Exp. Houghton, 17 [See 4 Kent Comm. 448; andnoteloS Ves. 251 ; Campbell v. Thompson, 2 Ves. 494, Sumner's ed.] Hare, 140. (n) Stone v. Lidderdale. ubi supra. (k) Stone V. Lidderdale, 2 Anst. 533. (o) Gilb. Ten.'l70; Co. Litt. 271, b, [See Price v. Lovett, 4 Eng. L. & E. 1 1 0.] n. 1, VIIL § 743, 899; Chalmers v. Hack, 19 Maine, 124; Ditohen v. King, 3 J. J. Marsh, 186; Ring v. McCoun, 3 Sandf. S. C. 524. Though there has been considerable conflict of authority as to the extent to which an executor or administrator is liable to account for assets beyond the jurisdiction, it seems settled that where he is a mere trustee, or as to matters not involved in the administration account, as rents of freehold estate, the locality of the property will be not material. Gardiner v. Fell, 1 Jac. & W. 24; Atchison v. Lindsey, 6 B. Monroe, 88; Allsup v. AUsup, 7 Hump. 284. ' See notes to Row v. Dawson, 2 Lead. Cas. in Eq., (1st) Am. Ed. Part H. 217, 223 ; Hunter v. Marlboro, 2 W. & M. 168; Murphy v. Hubert, 16 Penn. St. R. 500. Where the trusts declared in a deed are divisible into distinct parts, a Court of Equity will exercise a discrimination, so as to uphold them in part, though some of the provisions may be illegal and void. Greenfield's Estate, 14 Penn. S. R. 480 ; Dupre v. Thompson, 4 Barb. S. C. 279 ; Lorillard v. Coster, 5 Paige, C. R. 172; Howley t). James, 5 Paige, C. R. 310; 16 Wend. 61; Grout ti. Van Schooneven, 1 Sandf. 336; Craftin u. Frith, 3 Eng. E. & L. 162; Vail ■». Vail, 7 Barb., S. C. 226. But where the trusts are indivisible, or the main object of the conveyance or devise is defeated, the whole will be declared void. Arnold v. Gilbert, 3 Sandf. Ch. 532 ; Andrews v. Bible and Prayer Book Soc, 4 Sandf. S. C. 156. In Tritt v. Crotzer, 13 Penn. St. R. 451, it was held that a conveyance to a trustee, with the intent to avoid the collateral inheritance tax, vested the estate on the grantor's death, subject to the tax, without invalidating the trust. WHO MAY CREATE A TRUSTEE. 55 rolls. (^) Previously however to the passing of the statute 4 & 5 Will. IV. c. 23, it seems that copyholds would not have been bound by a trust, in case they had escheated to the lord by the failure or forfeiture of a trustee, where the admission of the trustee was ex- pressed on the rolls to be absolute. (5) But this distinction is done away with by that statute, which empowers the Court of Chancery, in all such cases, to enforce the execution of trusts of copyholds in favor of the parties beneficially interested. II.— WHO MAY CREATE A TRUSTEE. With regard to the capacity of creating a trustee (independently of any power, conferred by a previous instrument, which will be the subject of future consideration), it may be broadly stated, that every person, who is capable of making a valid disposition of property . of any description, has also the power of attaching such limitations or declarations to the act of disposition, as will convert the person taking the legal estate into a trustee for the parties to whom the beneficial interest is given. The estate of the trustee, if created by persons not sui juris, will be valid only to the extent of their legal capacity to convey. Therefore an appointment by a feme covert of a trustee of her real estate, must be executed with the formalities required by the recent act for the abolition of fines and recoveries. (1) So, where an infant makes over property to a person upon trusts, by any act of assurance, which is voidable only, and not void, the estate of *the trustee will remain good, until the assurance r*4(?-i be avoided.(r)^ Although it might be a question, whether a resulting trust would not arise in such a case in favor of the infant. (s) Previously to the statute 1 Vict. c. 26, an infant of the age of four- (p) Burgess v. Wheate, 1 Ed. 232; (r) Co. Litt. 248j a : Hearle v. Green- Weaver V. Maule, 2 R. & M. 97. bank, 1 Ves. 304. (9) Ait.-Gen. v. D. of Leeds, 2 M. & («) 4 Cruis. Dig. 130. K. 343. (1) But a feme covert, with respect to property settled to her separate use, is re- garded in equity as a, feme sole. She may therefore convey her equitable interest in such property, whether real (Majors. Lansley, 2 R. & M. 355) or personal (Fettiplace v. George, 1 Ves. sen. p. 46), to trustees, for the benefit of herself or others, as effectually as if she were unmarried. [See note, post, page 421.] ' 1 Kent, 234 ; Eagle Fire Co. v. Lent, 1 Edw. Ch. 301 ; 6 Paige, 305 ; Ins. Co. V. Grant, 2 Edw. Ch. 544 ; Temple v. Hawley, 1 Sand. Ch. 1 53 ; McGour v. Marshall, 7 Humph. 121. The deed of an infant ^me covert, however, is absolutely void. Sandford v. Mehean, 3 Paige, C. R. 117 ; Kenney v. UdaU, 5 J. C. R. 464 ; Schrader V. Decker, 9 Barr. 14. 56 WHO MAT CKEATE A TRUSTEE. teen years might have appointed a trustee of personal estate by m\\;{t) but now, by the 7th sect, of that act, it is declared, that no will, made by any person under the age of twenty-one years, shall be valid. A person non compos mentis, being in general incapable of dispos- ing of his property by deed or contract, cannot appoint a trustee. But it seems that a feoffment by such a person, with livery of seisin, cannot be avoided by him at law, although his heirs may enter after his death.(M) However, it is conceived (from analogy to the case of a declaration of uses on a fine, levied by a person in a similar state of incapacity), that no declaration of trusts on such a feoffment could be supported in equity, which in such a case would raise a resulting trust in favor of the feoffer. Previously to the statute for the abolition of fines and recoveries, if an infant, or an idiot, or lunatic, were permitted to levy a fine, or suffer a recovery, and he made a declaration of its uses, the estate so created would be good at law, until the fine or recovery were re- versed.(a:) But in cases of that nature a court of equity would un- questionably interpose the doctrine of resulting trusts, and would relieve against the parties taking the legal estate, by treating them as trustees for the person making the conveyance.(2/) This, however, applies to the question of the creation of trustees by implication, which will be considered in a future place.' Before the Statute of Uses the sovereign might have declared uses upon his letters patent. (2) By common law, and also by statute 39 & 40 Geol III. c. 88, he has the power of disposing of his personal estate by will ;(«) and there can be little doubt, but that any decla- ration of trust, made upon a valid legal transfer of property by the sovereign, would be capable of being enforced in a court of equity. Thus, the validity of a grant of the Deccan prize-money, by a war- (i) Hearle ^. Greenbank, 1 Ves. sen. (a;) 2 Rep. 58, a; 4 Rep. 124; Bac. 303 ; Lew. TruBt. 24. Uses, 355; Sand. Us. 214. («) Co. Litt. 247, ,b. [See Gibson, (1/) 4 Cruis. Dig. 130; 5 lb. 253. C. J., in Snowden v. Dunlevy, 1 Jones (2) Bac. Us. 66; Sand. Us. 215. (Penna.) 525.] (a) 1 Wms. Exors. 11. 'The principle that a man cannot stultify himself is not in general recognised in the United States. Ballon v. Clark, 2 Iredell Rep, 23 ; Owing's case, 1 Bland. 370; Harrison v. Lemon, 3 Black. 51 ; Rice v. Peet, 15 J. R. 503 : Grants. Thomp- son, 4 Conn. 203 ; Bensell v. Chancellor, 5 Whart. 371 ; Alston «. Boyd, 6 Humph. 504; 2 Kent Com. 451. The acknowledgment of a deed by a lunatic in open court, is not equivalent in its effect to a fine. Milner v. Turner's heirs, 4 Monroe, 245. A lunatic's conveyance is, however, voidable only, and not absolutely void, in the absence of fraud or notice. Breokenridge v. Ormsby, 1 J. J. Marsh, 240 ; AUis v. Billings, 6 Mete. 415; Price v. Berrington, 1 5 Jur. 599 ; 7 Eng. L. & E. 259 {sembk); see Molten «. Camrous, 2 Exch. 487; 4 E.xch. 167. Contra, Desilver's estate, 5 Rawle 162 ; and see Bensell v. Chancellor, 5 Wh. 376 ; though this case can hardly be reconciled with Beals v. See, 10 Barr, 60. WHO MAY CREATE A TKUSTEE. 57 rant under the royal sign-manual to trustees for certain purposes, was not disputed in a recent case ;(6) although it was determined, that no definite right had been conferred by the warrant upon the cestui que trusts, which could be enforced by them against the • trustees.(l)^ In like manner all corporations of every description, subject to the restrictions imposed by the disabling statutes, have at law a general right of alienating their property :(c) and their consequent power of appointing ^trustees, on any disposition made by r^An-i them, is coextensive with this right.(c?)^ No alien is capable of holding real property in this country.(e) He has no ability to make a feoffment, grant, or lease ;(/) nor can he confer any legal or equitable right or interest in real estate by contract, or other disposition. An alien enemy, unless residing in this country with the king's license express or implied, is equally in- capable of holding or disposing of any personal property. But an zXien friend vaaj acquire property in goods, money, and other per- sonal estate, except chattels real, with the same powers of disposi- tion as a British subject. He may therefore convey such property upon trusts, either by act inter vivos, or by will.(^/ Attainder for treason or felony works a forfeiture of the real estate of the offending party, which has relation backwards to the time when the act was committed ;(A) and it would therefore invalidate any conveyance upon trusts, made by the attainted party subsequently (6) Alexander iJ. D. of Wellington, 1 (c) Com. Dig. (Alien), C. 4; 1 Bl. E. & M. 35; vide et Stevens u. Bagwell, Com. 371. 15 Ves. 152. (/) Co. Litt. 42, b. (c) Mayor of Colchester tJ.Lovpten, 1 (g) Com. Dig. (Alien), C. 5, 7; 1 V.&B. 226. BI. Com. 372. (d) Att.-Gen. v. Aspinwall, 2 M. «& (fe) 4 Bl. Com. 380. Cr. 613; Att.-Gen. v. Wilson, 1 Cr. & Ph. 1. (1) By the statute 39 & 40 George III. c. 88, the sovereign is authorized to grant trust property, v?hich has escheated to the crown, to trustees, for the purpose of executing the trusts. ' A State may appoint tru.stees, and convey in trust, Commiss. v. Walker, 6 How. Miss. 143 ; but it cannot remove those of a private corporation or appoint new ones. State v. Bryan, 7 Hamra. 82 (pt. 2.) See Dartmouth College v Wood- ward, 4 Wheat. 578. 2 Catlini). Eafjle Bank, 6 Conn. 233 ; State of Maryland v. Bank of Maryland, 6 Got. 206; Dana v. Bank of U. S., 5 W. & S.224; Arthur v. Coram. Bank, 9 S. & M. 391 ; Barry v. Merchants' Exch. Co., 1 Sandf. C. R. 280 ; Hopkins v. Turn- pike Co., 4 Hump. 403 ; Reynolds v. Stark County, 5 Hamm. 207 ; Angell on^ Corporations, 153. ' See 2 Kent's Comm. 53. In Legget v. Dubois, 5 Paige, 1 14, it Was held that where an alie.n purchased land in the name of another, there was no result- ing trust. / / 58 WHO MAT CREATE A TRUSTEE. to the commission of the crime. However, by the statute 54 Geo. III. c. 145, "no attainder for felony, except high treason, petit treason, or murder, shall extend to the disinheriting any heir, nor to the prejudice of any other person than the oifender himself dur- ing his life." It follows therefore, that a bona fide conveyance upon trusts by an attainted person who comes within the operation of that act, would be supported to the extent of any interest given after his decease. ' The forfeiture of goods and chattels takes effect on the conviction of the party of treason or felony, and has no relation backwards : therefore a traitor or felon may, if bona fide and for a good consi- deration, convey his personal property to trustees for other persons at any time before his conviction. But if the transaction be collu- sive, the law, and particularly the statute 13 Eliz. c. 5, will reach them, and recover them for the king.(i) Outlaws also, though it be but for debt, are incapable during their outlawry, of appointing trustees of their personal property by act inter vivos or will ;(i) for their goods and chattels are forfeited dur- ing that time. By the operation of the Bankruptcy Acts,(Z) the whole present property of a bankrupt, as well as what he may acquire before ob- taining his certificate,' becomes ipso facto vested in his assignees by virtue of their appointment. An uncertificated bankrupt is therefore disabled from passing any interest in property, to any other person, either as trustee or otherwise. However, it seems that his right to his allowance, and the surplus of his estate, is an interest that re- mains vested in him with all the incidents of property. (m) It fol- lows, that a bankrupt may make a valid disposition of such an in- terest, either upon trusts or otherwise. r*4Qn ^^^ ^ recent act for abolishing arrest on mesne process L -' (1 & 2 Vict. c. 110, s. 2*1), the order of the Insolvent Court made upon the petition of a prisoner, has the effect of vesting in the provisional assignee the whole real and personal estate of the insol- vent, either present, or what he may acquire before he becomes en- titled to his final discharge. An insolvent therefore, subsequently (i) 4 Bl. Com. 387; Perkins v. Brad- Q) 6 Geo. IV. c. 16, ss. 63 to 68 ; 1 ley, 1 Hare, 219. & 2 Will. IV. c. 56, ss. 25 and 26. Qc) 2 Bl. Com. 499; and see Attor- (m) Ex parte Safford, 2 Gl. & J. 128. ney-General v. Richards,- 8 Jurist, 230 ; 8 Beav. 380. ' Under the 3d Section of the Bankrupt Act of 184], it was heJd that property acquired by a bankrupt between the time of his discharge, an d his certificate, did not pass to the assignees. In the matter of Grant, 5 Bost. Law Rep. 11 ; 2 Story, 812; Mosly v. Stell, 7 Alab. 300; see ex parte Newhall, 2 Story, 360. WHO MAX BE A TRUSTEE. 59 to such an order, is equally incapacitated •with an uncertificated bankrupt from conveying property to a trustee.^ III.— WHO MAY BE A TRUSTEE. There is no equitable doctrine more firmly established, than that a trust, once properly created, shall never fail on account of the death, disability, or non-appointment, of the trustee. The court ■will in all cases follow the subject-matter of a trust into the hands of the holder, unless he be a purchaser for valuable consideration without notice, and treat him as a trustee. (?i) However, it very rarely happens that a trust is declared, without a contemporaneous appointment of a trustee for its execution, who, unless otherwise incapacitated, will take the legal interest in the pro- perty subject to the performance of the trust. And it may be stated generally, that all persons, who are capable of taking a beneficial interest in property, as well as some others besides, may hold as trustees for other persons.(o) Thus femes covert infants, idiots, and lunatics, and other persons who are non sui Juris, may become trustees, subject of course to their legal incapacity to deal with the estate vested in them ; wher- ever that incapacity has not been relieved by the remedies devised by the legislature for that purpose.^ And there is no question, but that a husband may hold property as a trustee for the separate use of his wife.(/>) When trusts were first introduced, it was held, that none but those who were capable of being seised to an use, could be trustees : this doctrine however has been long since exploded.(g') (n) Ait.-Gen. I). Downing, Amb. 550 ; 6 Barb. S .C. 492; Croohteron'W.Jaques, Bennet v. Davis, 2 P. Wms. 316; Sou- 3 Edw. Ch. 207; and see post, 171.] ley V. Clock-Makers' Company, 1 Br. (o) 2 Fonbl. Eq. 139 n. C. C. 81 ; Sand. Us. 349 ; 2 Fonbl. Eq. (p) Bennet v. Davis, 2 P. Wms. 316. 142, n.; 1 Madd. Ch. Pr. 580 ; Co. Litt. [Shirley v. Shirley, 9 Paige Ch. 363; 113, a, n. 2, and lb. 290, b, n. 1, VI. Jameson v. Brady, 6 S. & R. 467 ; Boy- [Story Eq. Jur. ^976; Sheppard v. Me- kins v. Ciples, 2 Hall Ch. 200 ; Picquet Evers, 4 J. C. R. 136; Dawson i). Daw- v. Swann, 4 Mason, 455; Griffith v. son, Rice Ch. 243 ; De Baranteu. Gott, Griffith, 5 B. Monr. 113; 2 Kent, 163.] (5) 1 Sand. Us. 348. ' See Williams v. Chambers, 10 Q. B. 337 ; Rochfort v. Battersby, 2 House of Lords Cases, 388. 2 Clarke v. Saxon, 1 HillCh. 69; Bradish v. Gibbs, 3 J. C. R. 523; Livingston V. Livingston, 2 J. C. R. 541 ; Dimdas v. Biddle, 2 Barr. 160 ; Eyrick v. Hetrick, 1 Harris (Penna.) 494; or one found habitually drunk. Webb v. Deitrick, 7 W. & S. 401. So a nun may be a trustee in Maryland ; Smith^i;. Young, 5 Gill. 197. 60 WHO MAY BE A TRUSTEE. Thus it has long been settled, that a corporation may be a trustee in the same manner as an individual. (r)^ And corporations may-to this day be constituted trustees of personal property to the same extent as private persons ;(«) hut in consequence of the Statutes of Mortmain, unless a corporate body possess a license from the crown, it cannot now acquire or hold fresh real estate, either beneficially, or as a trustee for the benefit of others. Thus a devise of lands to a body corporate on trust is void at law, and the legal estate descends r*4qi *'" ^^^ heir-at-law : but the trust, if *sufi5ciently created, will in such a case fasten itself upon the estate, and the heir will be decreed to be a trustee to the uses of the will.(i)^ It does not appear to have been ever directly decided, whether a trust could be enforced against any property, either real or personal, in the hands of the sovereign. There are not wanting dicta in (r) Green v. Rutherford, 1 Ves. sen. (s) Att.-Gen. v. Ironmongers' Co., 2 468; Att.-Gen. v. Foundling Hospital, Beav. 313. 2 Ves. jun. 46 ; Att.-Gen. v. Landerfield, (t) Powley v. Clock-makers' Co., 1 9 Mod. 287. Bro. c' C. 81. ' So in the United States generally. Trustees of Phillips Academy v. King, 12 Mass. 546 ; Vidal v. Girard, 2 How. U. S. 187 ; Miller v. Lerch, 1 Wall, jr. 231 ; Columbia Bridge Co. v. Kline, Bright. N. P. 320; Angell on Corp. 124. If the trusts be repugnant to or inconsistent with the proper purposes for which the cor- poration was created, it has been ruled by the Supreme Court of the United States, that though it may not be compellable 'to execute them, they will not there- fore be held void ; a new trustee will be appointed. Vidal v. Girard, vbi sup. In New York, however, a different, rule has been adopted, at least with regard to charitable uses. It has been there held that where a legacy is given to a cor- poration in trust for an authorized pious use, and also for a use foreign and extrinsic to those which the corporation can execute by law, the trust, being entire and indivisible, is entirely void ; and the trust results to heir-at-law. An- drews V. Bible Soc, 4 Sandf. S. C. 156; Ayresii. Methodist Ch., 3 Sandf. S.C. 352. In Pennsylvania an unincorporated society may be trustee for a charity, Pickering v. Shotwell, 10 Barr. 27 ; Magill v. Brown, Bright. N. P. 350. So in Mas- sachusetts it has been ruled that a legacy to an unincorporated association, with a'direction that it should go to the treasurer for the time being, is good. Tucker V. Seaman's Aid Society, 7 Mete. 188. The Statutes of Mortmain are not adopted in the United States in general (2 Kent Com. 282); but were declared to be in force in Pennsylvania by the Report of the Judges, 3 Binney App. 626; and assumed to be so in several Acts of Assembly, particularly that of April 6th, 1833; though this has been denied, Vidal ^. Girard, 2 How. 187; Magill i;. Brown, Bright. N. P. 350, But at any rate, a purchase of land by a corporation will be good against all but the State, even under the Act of 1833. Runyan v. Coster's les- see, 14 Pet. 122 ; Miller v. Lerch, 1 Wall, jr. 321 : Leazure v. Hillegas, 7 S. & R. 321. ''In Mitchell v. Reynolds, 1 Phill. 185, it was held that the Governor-General of India, and in Nightingale v. Gouldburn, 2 Phill. 594; 5 Hare, 484, that the Chancellor of the Exchequer of England for the time being, might be respec- tively trustees for public charitable uses. WHO MAT BE A TRUSTEE. 61 favor of tlie affirmative of this proposition. Thus, in Penn v. Bal- timore, Lord Hardwicke, after observing that the Duke of York, while a subject, was to be considered as a trustee; adds, "why not afterwards as a royal trustee ? It is a notion established in courts of revenue by modern decisions, that the king may be a royal trus- tee."(M) And apparently, on the authority of these cases, it has been laid down in treatises of established authority, that the king may be a trustee.(a;) In the great case of Burgess v. 'Wheate,(«/) the Master of the Rolls (Sir Thomas Clarke) draws a distinction be- tween trust estates vested in the crown by escheat, and those to which it becomes entitled by forfeiture. He says, " the crown takes an estate by forfeiture, subject to the engagements and encum- brances of the person forfeiting. The crown holds in this case as a royal trustee. But in general, I apprehend an escheat is taken free from any equitable claim. "(2) Lord Mansfield, in his judgment in the same case, supports the position, that failing the heirs of the trustee, the king would take the estate^ in a court of equity subject to the trust ;(a) but the Lord Keeper (Lord Northington) declined giving an unnecessary opinion on that point. ((£) With regard to the question, whether the king upon a legal estate should be liable to an equity of redemption ? that learned judge observed, " I do not know that it has ever been so determined. Lord Hale thought the king should, because it is an ancient right, which the party is entitled to in equity. Baron Atkyns thought the same, because he saw the same equity against the crown, as against a common per- son. (e) Yet it is observable, that there is in that case (Pawlett v. Attorney-General) a recognition of the iequity without any declara- tion of the remedy. Whether this remedy has since been settled in the Exchequer, where alone it can, I really do not know ; but I hope it is so settled, for I see a great deal of equity to support the opi- nion of Hale and Atkyns. I hope that there is no equity, that the subject is not entitled to against the crown. But I own, upon very diligent inquiry and consideration of the case, I at present think the arms of equity are very short against the prerogative. "(c?) It will be observed, that the several dicta in favor of the existence of this equity against the crown are all extrajudicial; and the judges, while advocating the right, declare their incapacity to en- (u) Penn v. Ld. Baltimore, 1 Ves. (y) 1 Ed. 177. sen. 453; vid. et E. of Kildare v. Eus- {z) Burgess v. Wheate, 1 Ed. 203. tace, 1 Vern. 439; re Roberts, 3 Atk. (a) Id. 229. 309. (6) Id. 246. (z) 1 Saund. Us. 349 ; 1 Cruis. Dig. (c) Pawlett v. Att.-Gen., Hard. 467. 403. (d) Burgess v. Wheate, 1 Ed. 255-6. 62 WHO MAY BE A TRUSTEE. force It(e) in a suit against the sovereign. In two instances, -where it became necessary to decide the point, the relief was refused. (/)^ r-^rn-i *However, in consequence of the alteration of the law by '- -' statute, the question with regard to trust property, vested in the crown by escheat, cannot now arise. By the statute 39 & 40 Geo. III. c. 88, s. 12, the sovereign, in case of the escheat of trust property, was empowered to make grants of it to trustees, for the purpose of executing the trust ; and by the recent act for the amend- ment of the law relating to the escheat and forfeiture of real and personal property held in trust,(^) a still -more effectual remedy is provided ; for by the 2d and 3d sections of that act, no trust pro- perty will in future be the subject of escheat in any case, in conse- quence of the failure or forfeiture of a trustee; and the 6th sect, provides, that in all cases of that nature, which may have already occurred, the trust property shall be under the control of the Court of Chancery, for the use of the parties beneficially interested.^ With regard to trust property becoming vested in the person of the sovereign by descent, or representation to the original trustee, (e) Pawlett V. Att.-Gen., Hard. 469; Hodge v. Atty.-Gen., 3 Young & Coll. Burgess v. Wheate, 1 Ed. 255 ; Penn 342 ; Giles v. Grovey, 6 Bligh, N. S. V. Ld. Baltimore, 1 Ves. sen. 453. 392 ; but see Prescott v. Tyler, 1 Jur. (/) Pawlett V. Att.-Gen. Hard., 467; 470; Casbord v. Ward, 6 Price, 44.] Reeve v. Att.-Gen., 2 Atk. 223. [See (g-) 4 & 5 Will. IV. c. 23. ' By the Revised Statutes of New York (part I., ch. 1, art. 1, § 2, 3d ed.), it is provided that all escheated lands, when held by the State or its grantees, shall be subject to the same trusts, incumbrances, &c., as they would have been had they descended ; and the Court of Chancery is empowered to direct the attorney- general to convey the lands to the parties equitably entitled, or to trustees. See Mason v. White, 6 J. C. R. 360, 367 ; Farmers' Loan Co. v. The People, 1 Sand. Ch. 139. So in Virginia by the Code of 1849 (tit. 32, ch. 113, ^ 26), an estate vested in a person by way of mortgage or trust, is not to escheat or be for- feited, merely by reason of his being an alien or dying without heirs. In Penn- sylvania, the Act 29th Sept. 1787^ llJDunlftp, 3d ed. 163, provides that in case of escheat the estate is to take no other or greater title than the person dying intes- tate had. And in most of the other States the conclusion appears to be, from their statutes on the subject, that escheated lands would be held subject to the trusts. 4 Kent Comm. 425; 1 Greenleaf's Cruise, 417, note 1 ; Casey's lessee v. Inloes, 1 Gill. 507; Matthews v. Ward, 10 G. & J. 443. In O'Hanlin v. Dew, 1 New Jersey, 31, it was, however, held, that the real estate of an intestate dying without heirs vested immediately in the State, and that the Orphans' Court had no jurisdiction to order a sale for the payment of debts of the former owner; and see Congregational Church v. Morris, 8 Alab. 193. ^Now by the " Trustee Act of 1850," (13 and 14 Vict. c. 60, Sect. 15), where a trustee dies without heirs, or the heirs are not known, the court may make an order vesting the estate in a new trustee; and, by Sect. 46, in cases of attainder or forfeiture of a trustee of lands or chattels, the legal estate shall not escheat, but a new trustee shall be appointed ; except (Sect. 47) so far as the trustee had a beneficial interest. WHO MAT BE A TRUSTEE. 63 or which he may have held as trustee previously to his acquiring the crown ; and also in the improbable case of his being personally ap- pointed a trustee ; it would appear that the question, whether he would or would not hold subject to the trust, still remains open.(A) All the principles of equity seem to be in favor of the right of the cestui que trust in such cases. The arguments of the Master of the Rolls (Sir Thomas Clarke), in his elaborate judgment in Burgess v. Wheate, in favor of the lord by escheat not being bound by a trust, are founded mainly on the nature of the tenure of property by escheat, and do not apply to the cases now under consideration. The observations of Lord Hardwicke, in Penn v. Lord Baltimore,(i) go directly to support the equity against the crown ; and it may be observed in support of it, that it is admitted that the sovereign may be constituted an executor •,{k) and in that character he will of course hold property upon trust. However, the existence of this right against the sovereign does not seem to have been ever judicially determined, still less the mode of enforcing it. This, if any, would appear to be by a petition of right in the Court of Exchequer ;(?) or in future in the Court of Chancery, since the transfer of the equitable jurisdiction of the Ex- chequer to that court by the recent statute. (?n) Previously to the passing of the statute 4 & 5 Will. IV. c. 23, the question, whether a subject — taking trust property, on the failure or forfeiture of the trustee, as lord by escheat — would be bound by the trust does not seem to have been settled. Cases are not wanting, which support the claims of the cestui que trust under such circum- stances, (w) It is clear, that if the lord had in any way recognised the existence of the trust, as, for instance, by admitting the trustee to a copyhold tenement upon trusts expressed in the admission, he would hold as trustee *for the parties beneficially entitled.(o') rHcc-i-i But the weight of authority seems to have been in favor of the lord's taking in these cases discharged from any trust, which he had not recognised, (^) as in the case of a. mortgagee admitted absolutely to a copyhold, and dying without heirs. (5') However, the equity of the cestui que trust is now clearly established against the lord, by the (fi) See Penn v. Lord Baltimore, 1 (n) Geary v. Bearcroft, Cart. 67; Ves. 453. Esles v. England, Prec. Chan. 200; (i) 1 Ves. sen. 453; vid. et Hoven- Burgess i>. Wheate, 1 Ed. 230. den V. Ld. Annesley, 2 Soh. & Lef. 617. (0) Weaver v. Maule, 1 R. & M. 97. (ifc) 1 Wms. Exors. 113. (p) Stephens •». Bailey, Nels. 107; (/) Cora. Dig. (Prerogative), D. 79; Harg. Jur. Ex. vol. i. 390; 2 Fonbl. Eq. Pawlett V. Attorney-General, ubi sup.; 170, n.; 3 Cruis. Dig. 418. Reeve v. Attorney-General, uU sup.; (5) Attorney-General v. D. Leeds, 2 Burgess v. Wheate, 1 Ed. 255. M. & K. 343. (m) 5 Vict. 0. 5, s. 1. 64 WHO MAY BE A TRUSTEE. recent statute ; and the question therefore cannot be the occasion of any future difficulty.^ It seems that an alien may take lands, or hereditaments, by pur- chase or otherwise, but that on office found they go to the king.(j-)= It might, therefore, before the statute 4 & 5 Will. IV. c. 23,^ have been a question, whether, if real estate were conveyed to an alien as a trustee, the legal estate would not have passed by the conveyance, and escheated to the crown, on office found, discharged of the trust. However, without doubt, an alien friend may well become a trustee of such personal chattels as the law allows him to hold. Previously to the recent statute 4 & 5 Will. IV. c. 23, traitors, felons, and outlaws, during the continuance, and to the extent of their incapacity to be the holders of property, were also incapable of being trustees ; but by the 3d section of that act the disability of such persons to hold property upon trust has been removed. Trust property vested in a bankrupt, according to the construc- tion put upon the Bankruptcy Acts, does not pass to the assigns ;(«) and by an analogous construction, an assignment by an insolvent un- der the statute 7 Geo. IV. c. 57, or since the passing of the statute 1 & 2 Vict. c. 110, an order of the Insolvent Court under the 27th section of this act, would not pass property vested in him as a trustee.(^) The legal estate therefore in trust property, vested in a bankrupt or insolvent, previously to his bankruptcy or insolvency, remains in him unaffected, until it be divested by legal transfer ;(m) and d fortiori' such, persons have incurred no legal incapacity to pre- vent them from taking property of any description, conveyed to them subsequently as trustees, in case any one should be disposed to place such confidence in them. A person by a proper declaration may convert himself into a trus- (r) Co. Litt. 2, b ; Com. Dig. (Alien), 25 ; Ontario Bank v. Mumford, 2 Barb. C. Ch. 596 ; Hynson v. Bartin, 5 Pilce, (s) Scott V. Surman, Willes, 402 ; 492.] Carpenter i). Marnell, 3 B. & P. 40 ; (() Lewin, Trust. 258. [So in the Gladstone v. Hadwen, I'M. & S. 526: United States, Kip. v. Bankof N.Y., 10 Exp. Gennys, 1 IM. & M. 258. [See post, John. 63 : Kennedy v. Strong. Id. 289 ; 269, 304, 530 ; Kip v. Bank of N. Y., 10 Clarke v. Minot, 4 Mete. 346.] Johns. 63 ; Blin v. Pierce, 20 Verm. (u) Exp. Painter, 2 Deac. & Ch. 584. 'See Evans v. Brown, 5 Beav. 114; Viscount Downe v. Morris, 3 Hare, 394. 2 See Fairfax t). Hunter, TCranch. 621; Smith w Zaner, 4 Alab. 99; Vaux i). Nesbit. 1 McCord, Ch. 352 ; Montgomery v. Derian, 7 N. H. 475; Craig v. Rad- ford, 3 Wheat. 594; Clifton v. Haig, 4 Desaus. 330. In New York it has been held that ari alien might be a corporator and trustee in a religious society. Com- raeyer v. United German Churches, 2 Sandf. Ch. 186. An alien trustee may convey, and such sale will not be set aside. Ferguson v. Franklin, 6Munf. 305; see Escheater v. Smith, 4 McCord, 452. WHO MAY BE CESTUI QUE TRUST. 65 tee of property vested in him, without divesting himself of the posses- sion of the legal estate. (a;) It may be observed, that at law no person can be a trustee, unless he takes a vested legal interest jin the trust estate.(2/) IV.— WHO MAY BE CESTUI QUE TRUST. All persons who are capable of taking an interest in property at law, *may, to the extent of their legal capacity, and no fur- r-cco-i ther, become entitled to the trust of such property in equity.(z) The beneficial interest in property may also become, and frequently is, vested in objects as cestui que trusts, whose existence is not re- cognised at law.^ By the old law, it appears that the king could only take the use of land when the use had been found of record, (a) But it has never been decided that the Court of Chancery would refuse to enforce the execution of a trust of real estate- in favor of the crown, if declared otherwise than by matter of record. In the case of Burgess v. Wheate, in which the right of the crown to take the trust of an estate on the failure of an heir to the cestui que trust, was elaborately con- sidered, that objection to the title of the crown was not attempted to (x) Exp. Pye, 18 Ves. 139; Wheat- Thorpe v. Owen, 5 Beav. 224 ; see post ley V. Purr, 1 Keen, 551 ; Meek v. Ket- 82. tlewell, 1 Hare, 469 ; 1 Phill. 342; At- {y) Owen v. Owen, 1 Atk. 496. cherley v. Vernon, 10 Mod. 518; 1 (z) 1 Sand. Us. 339. Sugd. V. & P. 171, and cases cited; (o) Gilb. Us. 44; Bac. Abr.,(Uses and Trusts), E. 2. ' It is not necessary to the creation of a trust estate that a cestui que trust should be named, or in being at the time. Thus a. devise to a father for accumulation, in trust for the use of such child or children as he may have lawfully begotten at the time of his death, is valid. Ashhurst v. Given, 5 W. & S. 329. But where land was conveyed under articles of agreement or trust for subscribers thereto, it was held that the title of the grantor was not divested until there were subscri- bers. Urket V. Coryell, 5 W. & S. 61. A donee must have capacity to take, whether it is attempted to convey title directly to the party himself or in trust for him. Thus a slave cannot be the cestui que trust of his own freedom, under a bequest thereof, where direct emancipation would be illegal. Trotter v. Blocker, 6 Porter, 269 ; see Ross v. Duncan, Freem. Ch. 603 ; Frazieri;. Frazier, 2 Hill, Ch. 305. A cestui que trust may affirm and enforce the trust, though created without his knowledge. Moses v. Murgatroyd, 1 J. C. R. 119; Pratt v. Thornton, 28 Maine, 355; Shepherd v. MoEvers, 4 J. C. R. 136; Pleasants?). Glassoocke, 1 S.& M. Ch. 17; Bryant -u. Russell, 23 Pick, 520. His assent will be presumed in the absence of proof to the contrary, if beneficial to him. Field v. Arrowsraith, 3 Humph. 442. In order indeed to constitute a waiver or a trust fund, there niust be a clear, unequivocal and decisive act of the party, evincing a determination not to have the benefit of it. Breedlove v. Stump, 3 Yerger, 257. See post 83, 338. 66 WHO MAY BE CESTUI QUE TRUST. be urged. But; however this may be, it appears that a trust o^ per- sonal property may be constituted in favor of the crovrn, in the same manner as in the case of a private person. (5) Even by the old law it seems that the king might take real estate by devise, though not of record ;(c) and it is therefore conceived from analogy, that the court would be bound to recognise a trust even of land, where it is created by devise in favor of the king.' The law does not permit the Statutes of Mortmain to be evaded by the mere substitution of an equitable for a legal estate. There- fore corporations cannot acquire an interest in real estate, as cestui que trust, without a license from the crown to hold in mortmain. ((i) The statute 43 Geo. III. c. 107, establishes an exception in favor of the corporation of Queen Anne's Bounty, which it exempts from the operation of the Mortmain Acts. With regard to their capacities for the acquisition of personal property, corporations in general are on the same footing as private persons.^ (6) Middleton v. Spicer, 1 Bro. C. C. (c) Com. Dig. (Prerogative), D. 66. 201 ; Brummell v. M'Pherson, 5 Russ. [d) Co. Litt. 99, a.; 1 Sand. Us. 330, n. 264; 1 Saund. Us. 339, n. ' A conveyance to one and his heirs in trust for the State vests the legal title in the State. Lamar ?). Simpson, 1 Richard. Ch. 71. In Nightingate v. Goul- borne, 5 Hare, 484, a bequest to the Queen's Chancellor of the Exchequer, for the time being, to be by him appropriated to the benefit and advantage of Great Britain, was held to be valid as to pure personalty, but null as to moneys due on mortgage. See Whitehall i>. Reynolds, 1 Phill. Ch. 185. A declaration of rust by the grantee of land for a burying ground for " the Jewish Nation," was supported in Gomez v. The Tradesman's Bank, 4 Sandf S. C. 106; but no ob- jection appears to have been taken to the uncertainty, or in fact, non-existence of the cestui que trust, and query how far the decision is consistent with Leggett ■u. Dubois, &c., post, 53, note 1. ^ Where a corporation has power under its charter, to take real and per- sonal estate by deed and devise, it may also take and hold property in trust, in the same manner and to the same extent that a private person may ; if the trust be repugnant to, or ineonsistent with, the proper purpose, for which the corpo- ration was created, it may not be compellable to execute it, but the trust (if other- wise exceptionable), will not be void, and a court of equity will appoint a new trustee, to enforce and perfect the objects of the trust. Vidal et al. v. The City of Philadelphia et al., 2 Howard's Rep. Sup. C. U. S. 127. Neither is there any positive objection in point of law, to a corporation's taking property upon a trust not strictly within the scope of the direct purposes of its institution, but collateral to them. Id. ibid. Under a general power in the charter, " for the suppression of vice and immorality, the advancement of the public health and order, and the promotion of trade, industry and happiness," the corporation may execute any trust german to these objects. Id. ibid. Thus a trust for the establishment of a college, or seminary of learning, and especially one for the education of orphans •and poor scholars. Id. ibid. Where trusts are in themselves valid, but the cor- poration incompetent to execute them, the heirs of the devisor could not take ad- vantage of such inability ; it could only be done by the state in its sovereign capacity, by a quo warranto, or other proper judicial proceeding. Id. ibid. T. [See ante, note 1,] WHO MAT BE CESTUI QUE TRUST. 67 *The operation of the Bankruptcy and Insolvency Acts ex- r^irq-i tends to property vested beneficially in the bankrupt or insol- vent. An uncertificated bankrupt therefore, or an insolvent before his final discharge, cannot become entitled as cestui que trust. We may except a bankrupt's right to his allowance, and to the surplus of his estate, which, as we have seen, are interests vested in and assignable by him.(e) The wearing-apparel and tools of an insolvent, to the value of 20Z., which are expressly exempted from the operation of the 37th sect, of 1 & 2 Vict. c. 110, will also form an exception to this rule. On the same principle, that equity follows law, no person, under legal incapacity to hold property, will be permitted to acquire a right to the beneficial enjoyment. Thus, although an alien friend may take an equitable as well as a legal property in chattels personal, yet he cannot protect himself from forfeiture by taking a conveyance of real estate in the name of a trustee. (/)' And the same may be pre- dicted of traitors, felons, and outlaws, during the continuance of their legal incapacity.^ However, in addition to the persons who are capable of taking the legal estate, the equitable interest in both real and personal estate may be held for the benefit of many objects as cestui que trusts, whose separate existence as the recipients of property is not recog- nised or admitted by the common law. Such are those numerous institutions and associations which have not been invested with any legal personification by letters patent, or charter of incorporation, but which, under the general appellation of charitable uses were (e) Supra. (/) Sugd. V. & P. 2d vol. 9th ed. 35. 106; 1 Sand. Us. 339, n.; 3 Ch. Rep. ' Atkins V. Kron, 5 Ired. Eq. 207 ; Hubbard v. Goodwin, 3 Leigh. 492. Equity- will not raise a resulting trust in favor of an alien. Leggett v. Dubois, 5 Paige, 214; Hubbard u. Goodwin, ut supra; Phillips v. Cramond, 2 Wash. C. C. R. 441 ; Taylor v. Benham, 5 How. U. S. 270 ; though see Farley v. Shippen, Wythe, 1 35. But he may be cestui qae trust of personalty. Bradwell v. Weeks, 1 J. C. R. 206; or of the proceeds of land directed to be sold by will. Com. v. Martin, 5 Munf. 117; Craig v. Leslie, 3 Wheat. 563; Taylor v. Benham, 5 How. U. S. 269 ; see Anstice v. Brown, 6 Paige, 448. A legacy given to an alien cannot be charged on the real estate of the testator, Atkins v. Kron, 2 Ired. Eq. 423, and it seems that a court of equity would not permit land liable to escheat, to be sold for debts, in order to preserve the personalty for alien legatees. Trezavant V. Howard, 3 Desaus. 87. Where a suit was brought by a plaintiff as trustee for an alien enemy, it was held to be no objection after the war had terminated. Hamersly v. Lambert, 2 J. C. R. 508. ^In Bishop v. Curtis, 17 Jur. 23, a testator had bequeathed to C. a promissory note, not to be sued on, or be made available before he came of age. Before that time C. became a convicted felon. It was held that the legal title to the note was in the executors, and was not divested by the conviction, though they became thereupon trustees for the crown. See Stokes v. Holden, 1 Keen, 153. 68 WHO MAT BE CESTUI QUE TRUST. gradually permitted by the courts of equity to acquire the beneficial enjoyment of a large portion of the property of the country. The statute 9 Geo. II. c. 36 (usually called the Statute of Mort- main), has much curtailed the power of disposing of real estate in favor of charitable uses. But at the present day trusts of real estate may be raised in favor of such objects, and will be supported by the Court of Chancery, as long as they do not infringe upon any of the provisions of that statute, which, it may be observed, has received a very strict judicial construction. However, the capacity of such ob- jects to take the beneficial interest in personal property is not af- fected by the Mortmain Act, and the court is always disposed to put a liberal construction upon such dispositions in favor of charitable In these cases there are usually no persons capable of enforcing their r*'i41 *''^g^*'^ ^^ cestui que trusts, but their interests will be repre- sented by the Attorney-General as the oflScer of the crown. It is not proposed to consider in this place, what are the several objects in whose favor the court will enforce a trust of this nature ; it will be sufficient for our present purpose to observe, that charitable uses are objects capable in equity of taking a beneficial interest in property both real and personal as cestui que trusts to the extent limited by the legislature. The extent and nature of those limitations, and their efi"ect upon the validity of trusts of this description, will be re- served for future consideration. An illegitimate child, when born, or in ventre sa mere, may be- yond all doubt be the object of a trust ; but a trust in favor of ille- gitimate children, not in existence, but to be born thereafter, will not be enforced. (A) (g) Moggridge v. Thackwell, 2 Ves. 456; see Pratt v. Flamer, 5 H. & J. 10; 78; White v. White, Id. 423; Fonbl. Gardner u. Heyer, 2 Page, 11; Collins Eq. 211. V. Hoxie, 9 Page, 81 ; Evans v. Davis, {h) Willcinson D.Wilkinson, 1 N. C. 7 Hare, 498; Owen v. Bryant, 13 Eng. C. 657. [In re Connor, 2 Jones & Lat. L. & Eq. 431.] PAET L* [*55] THE CONSTITUTION OF TRUSTEES. Thb leg?il owner of property is prima facie entitled to its bene- ficial enjoyment ; and in order to convert him into a trustee, there must be a sufiScient indication of the intention of the parties, that he should hold the estate for the benefit of others. A person may be constituted trustee : — 1st, by express declara- tion ; 2d, by implication or construction of law ; 3d, by way of substitution in the place of a trustee already created; and 4th, when so constituted, he must assent to and except the trust. DIVISION I. THE CONSTITUTION OF TKUSTEES BY EXPRESS DECLARATION. The declaration constituting a party trustee may be made, either by parol, or by instrument in writing. And, first,— of the creation of trustees by parol declaration : in treating of which, it is proposed to consider — 1st, what may be the subject of a parol trust ; and, 2d, what will be a valid declaration of such a trust. CHAPTER I. THE CREATION 01* TRUSTEES BY PAROL, SECT. 1— WHAT MAY BE THE SUBJECT OP A PAROL TRUST, Uses in the beginning were of a secret nature, and depended merely on a parol agreement or declaration between the feofi"ee to 70 CREATION OF TRUSTEES BY PAROL. uses and the cestui que use.{a) But even before the Statute of Frauds, this principle does not seem to have been applicable to all cases, and in many instances it appears to have been a matter of considerable doubt, whether at common law uses could be raised by parol, or even by writing without a seal.(5)> Lord Chief Baron Gilbert has extracted a principle from the cases r*'ifi1 *^^i''^ seems to reconcile their apparent contrariety. That eminent writer, in his " Treatise on Uses," observes, " at com- mon law a use might have been raised by word upon a conveyance, that passed the possession by some solemn act, as a feoffment. But where there was no such act, there it seems a deed declaratory of the use was necessary : for as a feoffment might be made at common law by parol, so might the uses be declared by parol. But where a deed was necessary for passing the estate itself, it was also requisite for the declaration of the uses. Thus a man could not covenant to stand seised to a use without a deed, but a bargain and sale by pa- rol has raised a use without."(c) And this distinction appears to be supported by the observations of Lord Thurlow in his judgment in the case of Fordyce v. Willis. (ci) In considering this question, it is material not to lose sight of the distinction between the raising of an use originally by verbal decla- rations, and the admission of parol averments to prove or support it when raised. Whatever may have been the law on the former point, there seems to be no doubt, but that such averments were allowable in the latter case, subject to the rules as to the admission or exclu- sion of parol evidence.(e) Trusts succeeded to uses. — It seems, therefore, that before the Statute of Frauds a valid trust, either of real or personal estate, might have been created by parol declaration, if not in all cases, at any rate wherever a deed was not requisite at law, for passing the estate or property itself. The 7th Sec. of the Stat. 29 Car. II. c. 3 (usually called the Statute of Frauds), enacts, " That all declarations, or creations of trusts or confidences of any lands, tenements, or hereditaments, shall be manifested and proved by some writing, signed by the party, who is by law enabled to declare such trust, or by his last will in writing, or else shall be void." The 8th Sec. exempts from the ope- ration of the act trusts arising or resulting by the implication or construction of law.^ (a) Sand. Uses, 210. (d) 3 Bro. C. C. 587. (6) Stor.Eq. Jur. { 971. (e) Fordyce v. Willis, 3 Bro. C. C. (c) Gilb. Us. 270. 1. 237; Dowmari's case, 9 Rep. 10. 'That a trust in land could be created at common law by parol, was denied in Dean v. Dean, 6 Conn. 287 : but asserted in Fleming v. Donahoe, 5 Ohio, 250. ^ These Sections have been re-enacted in words or in substance in nearly all of the United States. Rev. Stat. Vermont (1839), ch. 66, § 22; Rev. Stat. CREATION OF TRUSTEES BY PAROL. 71 It will be observed, that the 7th Sect, merely requires that the trust should be manifested and proved by writing ; and upon the construction put upon these words it has been decided, that a trust of land may be still effectually created by parol ; and in order to satisfy the statute, it will be sufficient to show by written evidence the existence of the trust. (/)^ This distinction, although at first sight it may appear of little moment, has been attended by conse- quences of considerable importance. If the trust were considered to derive its existence ah initio from the written declaration, the trust estate could not form part of the disposable property of the cestui que trust, previously to the execu- tion of that declaration ; and, moreover, up to that time, it would be liable for the acts and incumbrances of the ostensible owner. But now the declaration, when made, has relation backwards to the time of the creation of the trust, of which it is the evidence, and conse- quently gives effect to all intermediate *acts of disposition made .-^ r «-■ by the cestui que trust, between the declaration of the trust and its actual creation ; while it defeats the rights which parties claiming (/) Forster v. Hale, 3 Ves. 707 ; S. C. 5 Ves. 308 ; Randall v. Morgan, 12 Ves. 74. Massachusetts (1836), Ch. 59, § 30: Dean v. Dean, 6 Conn. 285, Rev. Stat. New York, 3d ed. part I, Ch. 7, tit. 1,^ 6; Rev. Stat. New Jersey, tit. 17, Ch. 1, § U; Dorseyv. Clark, IH. & J. 557;Maccublin v. Cromwell, 7 G. & J. 157; 1 Dor- sey's Laws, 37; 2 Cooper's Stat. South Car. 401, 525; 2 Cobbs Georgia Digest, 1128; Elliott v. Armstrong, 2 Blackf. 198; Hovey v. Holcomb, 11 IllinoisR. 610; Rev.Stat. Arkansas, Ch. 65, { 10 ;Rev. Stat. Missouri, Ch. 68, M ; Eev Stat. Michigan, p. I, tit. 1, Ch. 1, § 27; Wisconsin Rev. Stat, page 164; Thompson's Florida Digest, 178. In Maine, the statute runs " all trusts, except &c., shall be created antZ manifested by some writing, &c. Rev. Stat. 1847, Ch. 92, § 3 1. Ace. Rev. St. of N. H. (1842) Ch. 130, §13. The 7th Section of the Statute of Frauds has been, however, omitted in North Carolina: there, consequently, trusts may be proved by parol. Fryt). Fry, 2Hayw. 231. So too, it would seem, in Tennessee. Caruthers & Nichols' Digest, 350; .Meig's Digest, 541, see Thompson D.Thompson, 1 Yerg. 100 ; McLanahan v. McLanahan, 6 Hump. 99 ; Haywood v. Gurley, 8 Hump. 460. In Virginia the Section in question was omitted both in the earlier Acts and in the Code of 1849, tit. 33, Ch. 116, U, see Bank v. Carrington, 7 Leigh. 576. In Ohio it was ruled that before the Act of 1810, a trust in land might be proved by parol. Fleming v. Donahoe, 5 Ohio, 250 : and that statute does not apparently re-enact the Section ; but see Starr v. Starr, 1 Ohio 329. In Pennsylvania also, after some discussion it has been settled that under the Act of 1779, trusts may be proved by parol. Murphy v. Hubert, 7 Barr. 420; Tritt v. Crolzer, 13 Penn. St. R. 451 ; Wetherili v. Hamilton, 16 Penn. St. R. 195. 'Movan v. Hays, 1 J. C. R. 339 ; Johnson v. Ronald^ 4 Munf. 77; Jackson V. Moore, 6 OoWen, 706 ; Flagg w.Mann, 2 Sumner 406 ; Church v. Sterling, 16 Conn. 388 ; Lloyd v. Inglis, 1 Desaus. 333 ; Rutledge v. Smhh, 1 M'Cord Ch. 119; Maccubbin v. Cromwell, 7 G. & J. 157, 2 Story Eq., § 972; Pinney v. Fellows, 15 Verm. 525; Unitarian Soc. v. Woodbury, 14Maine, 281. See, how- ever. Rev. St., Maine and New Hampshire ut. sup. In Church v. Sterling, ut sup. it was held that parol proof of a trust was admissible where there had been a pay- ment of purchase money by the cestui que trust, and an entry and occupation with improvements. 72 CREATION OE TRUSTEES BY PAROL. under the trustee might have otherwise acquired. This is, of course, subject to the protection always given in equity to persons in the situation of hona fide purchasers for valuable consideration without notice. Thus, where a freeman of London purchased real estate in the name of another person, without any trust being expressed at the time, and the freeman died, having devised the estate, and after his death the trustee declared that he held in trust for the freeman : this declaration was held good, so as to entitle the devisee in opposition to the widow, who claimed the estate by the custom of London. (^) So, where a copyholder made an absolute surrender to A., and died ; and after his death A. admitted that the surrender was made to him in trust for the surrenderor, and after his death for the pur- pose of his will ; the devisees under the copyholder's will, and not his customary heir, were held to be entitled. (A) On the same principle in a case where a lease was granted abso- lutely to a person, and the grantee afterwards became bankrupt, and subsequently to his bankruptcy made a declaration that the lease had been granted to him as a trustee for another person : it was held by the Vice-Chancellor, and the decision was afSrmed on appeal by Lord Lyndhurst, that the assignees of the bankrupt were not entitled to the lease. (»■) (1) The 7th Section of the Statute of Frauds applies only to " lands, tenements, and hereditaments." Therefore the law, as it affects chattels personal, remains unaltered ; and a valid trust of such pro- perty may not only still be created, but, if necessary, established and proved by mere parol declarations. (A) With regard to the question of what property is within the scope (g) Ambrose i). Ambrose, 1 P. Wms. M'Fadden i). Jenkyns, 1 Hare 461; S. 322. C. 1 Phill. 153, 7; [Kimball v. Morton, (A) Wilson V. Dent, 3 Sim. 385. 1 Halst. Ch. 31 ; Robinson v. Howell, (i) Gardner v. Eowe, 2 S. & St. 346 ; 6 Geo. 590 ; Martin -u. Greer, 1 Geo. Dec. S. C. 5 Ross 268. 109 ; Kirkpatrick u. Davidson, 2 Kelley, (A) Fordyce v. Willis, 3 Bro. C. C. 297; Porter v. Bank of Rutland, 19 587; Benbow v. Townsend, 1 M. & K. Verm. 410.] 510; Bayley v. Boulcott, 4 Russ. 347; (1) On a similar principle it has been held, that a settlement made after mar- riage, which recites a parol agreement, entered into previously to the marriage, will be good against creditors notwithstanding the statute of Elizabeth. Monta- cute V. Maxwell, 1 Str. 237; Hodgson v. Hutchenson, 5 Vin. Abr. 542, pi. 34; Dundas v. Dutens, 1 Ves. jun. 196, and S. C. 2 Cox 235; and see Dubeil t). Thompson, 3 Beav. 475. But there seems to be considerable doubt whether these decisions would now be followed, if a similar question arose at the pre- sent day. See Morgans. Randall, 12 Ves. 74; Spurgeon ■«. Collier, 1 Ed. 55; Battersbee v. Farington, 1 Sw. 106, and Sugd. Pow. 247, (6th Ed.) [This later opinion is the one generally followed in the United States. Sat- terthwaite v. Emley, 3 Green Ch. 485; Andrews v. Jones, 10 Alab. 400; David- son i). Graves, Riley Eq. 217; Simpson w. Graves, Id. 232; Izard u Izard, 1 Bailey CREATION OF TRUSTEES BY PAROL. 73 of the 7tli Section, — it has been repeatedly decided that leasehold interests are within the statiite.(Z) But it seems that money, secured by mortgage, whether in fee or for a term of years, is not. And a parol trust of a mortgage debt will still be supported.(wj) (1) Nor does , the statute apply to a *share in the mining co-partnership, r*rg-i »r to any other shares which are personal e3tate.(w) There may, perhaps, still be a question, whether copyholds and customary freeholds are or are not included in the 7th Section. It is clear, that they are not within the 5th and 6th Sections of the same statute ;{o) but that decision seems to have proceeded solely upon the peculiar operation of a devise of lands by that tenure, and it has no necessary application to the case of a creation or declaration of a trust. In the case of Doe dem. Cook v. Danvers,(p) Lord Ellenborough expressly stated, that wills of copyholds are not within the 7th Sec- tion of the Statute of Frauds •,(p) and previously to the statute 1 Vict. c. 26, it was the opinion of writers of the highest authority, that a devise of copyholds by parol might be good by custom not- withstanding the statute. (§') However, all question on this point is now set at rest by the recent Will Act (1 Vict. c. 26,) the 9th Section of which enacts, that no will shall be valid, unless it shall be in writing, and executed as provided by the act. In the case of Devenish v. Baines,(r) the court was of opinion, that where by the custom of the manor an estate might be created by parol, a trust of such parol estate might likewise be raised without writing, notwithstanding the statute. This seems to be the only case that at all favors the position, that parol creations of trust of copy- holds by act inter vivos are not within the operation of the 7th Sec- tion of the statute. It will be seen on examination, that the case was decided on another point, and the opinion was therefore clearly (Z) Riddle r. Emerson, 1 Vera. 108; ton v. Lord Langdale, 15 Jur. 868; Hntchins u. Lee, lAtk. 447; Forster i). Walkers. Milne, 11 Beav. 507; Myers Hale, 3 Ves. 696; S. C. 5 Ves. 308; v. Perrigal, 16 Sim. 533.] Gardner v. Howe, 5 Huss. 258; [Otisu. (o) Tuffnell v. Page, 2 Atk. 37; Ca- Sill, 8 Barb. S. C. 102.] ray v. Askew, 2 Bro. C. C. 59. (m) Bellasisu. Compton, 2Vern. 294; (p) Doe dem. Cook v. Danvers, 7 Benbow v. Townshend, 1 M. & K. 510. East, 299, 322. (n) Forsteru. Hale, 3 Ves: 696; S. C. (g) 1 Jarm. Pow. Dev. 61 ; 1 Walk. 5 Ves. 308; [See Porter t). Bank of Rut- Cop. 130. land, 19 Verm. 410; Hilton v. Giraud, 1 (r) Free. Chan. 4. DeGex&Sm. ISs'; 11 Jur 838; Ash- Eq. 228; see Babcock v. Smith, 22 Pick. 6i; contra Woods v. Savage, Walker, Ch. 471 ; Brooks v. Dent, 1 Mary, Ch. Dec. 526 {semb.) ; though in this last case the declarations of the husband after marriage were held insufficient evidence. See also Smith v. Kane, 2 Paige 303; Magniao v. Thompson, Baldw. C. C. 344.] (1) It would seem to follow from this case, that legacies,' annuities, and other sums of money charged on land, do not come within the operation of the statute, respecting parol declarations of trust of lands. 74 CREATION OP TRUSTEES BY PAROL. extrajudicial ; moreover the circumstances seem only to warrant the application of those expressions to a customary devise by parol ; and at the most they only authorize the raising of a trust by verbal declaration, which, as we have already seen, may still be done, not- withstanding the statute. Both copyholds and customary freeholds, if not within the words, are certainly within the spirit of the 7th Sect. ; and no objection arising from the tenure of such property can in this case be urged in favor of their being exempted from its oper- ation ; an exemption which, even in the case of the 5th and 6th Sects., has been regarded with disapprobation by the courts. (s) It may be observed that in the recent case of Benbow v. Towns- hend,(<) in which the question arose of the validity of a parol decla- ration of trust of a mortgage of copyholds, the exemption of property of that tenure from the operation of the 7th Sect, was not attempted to be urged on behalf of the party claiming under the trust ; and the case throughout proceeded, as if there was no difference in that respect between copyholds and freeholds. It has been decided, that the Statute of Frauds applies only to such English colonies as were founded at the time when the act was passed(M). Those colonies which have been established subsequently, are not bound by that or any other English act of parliament in which r*KCt-\ t^^y ^^^ ^^^ *named ; unless, indeed, its adoption may have ^ been sanctioned by their own legislature ;(a;) (1) and the courtin dealing with real estate in a foreign country will be guided by the law of evidence as prevailing in that country, (y) It follows there- fore, that the validity of a parol trust of property in a British colony or foreign state must depend upon the law of the country where the property is situated. It is settled that the sovereign is not bound by the Statute of Frauds, and on that ground parol evidence has been admitted, to prove a verbal trust of lands for superstitious uses in support of the king's title. (2) But where it was attempted to apply the same prin- ciple to trusts /oj' cJiaritahle purposes, and parol evidence was offered to prove such a trust, the court rejected the evidence, and decided, that trusts for charities were within the 7th Sect. (a) It may also be re- (s) W&gstafF V. WagstafF, 2 P. Wras. {y) Tulloch v. Hartley, 1 Y. & Coll. 258 ; Doe v. Danvers, 7 East 322. N. C. 114. («) 1 M. & K. 506. (z) Attorney-General t). Jones, 3 Atk. (u) Mem. 2 P. Wms. 75. 146; Attorney-General v. Lawson, ib.; ijt) Goodrich ■«. Sheddon, 8 Ves. 481 ; King v. Portington, ib. Becket v. Marsden, 4 M. & S. 1 : Att.- (o) Adlington v. Cann, 3 Atk. 150; Gen. u. Stewart, 2 Mer. 145, n. Mauekleston v. Brown, 6 Ves. 62; Strickland «. Aldridge, 9 Ves. 516. (1) However, it hasbeendecided, that real property of an Englishman in India did not pass by a will, attested by two witnesses, but descended to his heir at law. Gardiner v. Fell, IJ. & W. 22. CREATION OF TRUSTEES BY PAROL. 75 marked here, that Lord Hardwicke's observations, as reported in the case of Adlington v. Cann, appear to throw considerable doubt on the correctness of the general rule, according to which the king has been held not to be bound by the statjite. It has been seen, that, by the 8th Sect., trusts arising or resulting by the implication or construction of law, are expressly exempted from the operation of the statute : and as trusts of that nature were disposable by a bare declaration by parol b^ore the act, they must still be considered as on the same footing. (6) A court of equity will not permit the Statute of Frauds to be set up as a defence by a party infected with fraud , and parol trusts of real estate have frequently been established in direct contradiction to the statute on the ground of fraud. Thus where a person obtains a gift of property upon a parol assurance to the donor, that he will dispose of it either wholly or partially in a particular way ; the court will compel the performance of such an engagement. (c) But this is a subject which will be reserved more conveniently for dis- cussion in a future chapter.((^) SECT. II.— WHAT WILL BE A VALID TRUST BY PAROL. In order to fasten a trust on property of any description by means of parol declarations, the expressions used must amount to a clear and explicit declaration of trust. They must also point out with certainty the subject-matter of the trust, and the person who is to take the beneficial interest. Loose and indefinite expressions, and such as indicate only an incomplete and executory intention, are in- sufficient for this purpose.^ *Therefore where a mother had assented to a recommenda- nan-i tion, made to her by a third person, to make a settlement upon her daughter, and had requested her adviser to give instructions to her solicitors to prepare a proper deed for the purpose, but afterwards (b) BellasisD. Compton, 2 Vern. 294; v. Lee, 1 Atk. 447; Chamberlain v. Benbow v. Townshend, 1 M. & K. 510. Agar, 2 V. & B. 262; Pring v. Pring, 2 See post 91. Vern. 99; Kingsman v. Kingsman, ib, (c) Devenish v. Baines, Prec. Chan, 559. 3 ; Walker v. Walker, 2 Atk. 98 ; Pod- (rf) Vide post, Div. 11., Ch. II., Sect, more i;. Gunning, 7 Sim. 649 ; Hutchins 1. [post 150, 167, and notes.] ' Harrison?). McMennomy, 2 Edw. Ch. 251 ; Slocum v. Marshall, 2 Wash. C. C. 398 ; Mercer v. Stark, 1 Sm. & M. Ch. 479 ; Dorsey v. Clarke, 4 H. & J. 551 ; Chiler V. Woodson, 2 Bibb. ^1 ; Steere v. Steere, 5 J. C. R. 1. ; see Donohoe v. Conrahy, 2 J. & Lat. 694, for a' statement of circumstances under which a parol trust will be enforced. 76 CREATION OF TRUSTEES BY PAROL. refused to execute the deed ; it was held, that the expression of the mother's inchoate intention to settle the property was not such a declaration of trust, as the court could act upon.(e)^ But a declaration by a person on investing money on a mortgage, " that the security was to be made in the name of his brother Job, as he intended the mortgage to he for his benefit, and that it would then he his," has been considered sufficient.(/) And in like manner a trust was decreed on a verbal declaration, that an investment of stock was in trust for four children equally.{g) But in that case the parol expressions were supported by a contemporaneous written entry.(l) Where it is attempted to convert a prima facie absolute gift into a trust by means of verbal declarations, the expressions must be used contemporaneously with, or in contemplation of, the act of dis- position. (A) And it must be remembered, that even in that case they will be inadmissible for the purpose of contradicting any written instrument.(«') Since the statute 1 Vict. c. 26, no parol declaration can be made to take eflFect as a noncupative will ; but it has been decided that a donatio mortis causa may be made to a trustee for a particular purpose.(A)^ And such a gift does not seem to be effected by the late Will Act. (e) Bayley iJ. Boulcott, 4 Russ, 345. 537; [Southerby v. Arden, 1 J. C. R. (/) Benbow v. Townshend, 1 M. & 240; Tritt v. Crotzer, 1 Harris (Penn.), K. 506. 457 ; see Drum v. Simpson, 6 Binn. (g-) Kilpin V. Kilpin, 1 M. & K. 520; 478.] and see Wheatley v. Purr, 1 Keen, 551. (i) Leman v. Whitley, 4 Euss. 423. (fe) See Kilpin v. Kilpin, 1 M. & K. (4) Blunt v. Burrow, 4 Bro. C. C. 75. (1) Where the transaction is altogether voluntary, a trust will not be enforced as against the donor upon a parol declaration, unless a complete executed trust be clearly proved. Therefore where a testatrix drew a cheque on her banker in favor of A., and verbally directed A. to apply it in making up a legacy she had given to B., to a certain value ; and no communication on the subject was made to B. by the testatrix in her lifetime ; Sir J. Wigram, V. C, refused to enforce the trust against the estate of the testatrix in favor of B., Hughes v. Stubbs, 1 Hare, 476 ; and see McFadden v. Jenkyns, Id. 438. There seems to have been no doubt however in that case, but that A. was a trustee for the test?,trix and her representatives. The same doctrine applies alike to voluntary trusts whether they are created by parol, or written declarations ; and the reader is referred to a subsequent part of this work, where the law respecting voluntary trusts is more fully considered. [Post, 82.] 'In Lloyd i;. Inglis Exrs., 1 Desau, 333, it was held that the testimony of a conveyancer, that a deed drawn by him, absolute on its face was intended to be in trust, was inadmissible to establish the trust. Proof of the intention of the grantor is insufficient by itself. Harris v. Burnett, 3 Gratt, 339. = Moore v. Darton, 7 Eng. L. & E. 134; Wells v. Tucker, 3 Binn. 370 ; Brone- man V. Sedlinger, 3 Shepley, 429; 8 Shepl. 185; Coutant v. Schuyler, 1 Paige, CREATION OF TRUSTEES BY PAROL, 77 It is to be observed, that a trust, once effectually created by parol, cannot subsequently be extinguished, revoked or altered by the party creating it, any more than a more formal assurance.(Z) The evidence of a person claiming the beneficial interest in pro- perty under a parol declaration, is inadmissible for the purpose of establishing the trust in his own favor ; but there is no objection to the testimony of the creator of the trust, who has parted with the whole interest, nor d fortiori to that of the trustee himself.(m) No evidence can be admitted, for the purpose of engrafting a parol trust upon an instrument, which purports to be an absolute gift(w),' (excepting *in cases of fraud or mistake) ;(o) however, it has r»:g-i-i been frequently decided, that a plaintiff is entitled to an answer to allegations contained in a bill, suggesting the existence of a parol trust in such a case ;(p) and a general demurrer to a bill of that nature, will be overruled. (g)^ But no relief will be given where the defen- dant denies by oath, in his answer, the trust alleged by the bill ;(r) except indeed in cases of fraud, which, if otherwise established, would warrant the interference of the court under any circumstances. (s) (QKilpirnj.Kilpin, 1M.&K.53),539; Cripps v.iee,i Bro. C. C. 472; Pod- Adlington v. Cann, 3 Atk. 151. [Free- more v. Gunning, 7 Sim. 644, 665. man v. Freeman, 2 Pars. Eq. 81; see (p) Muckleston -u. Brown, 6Ves. 52; Greenfield's Estate, 14 Penn. St. R. 489; Strickland v. "Aldridge, 9 Ves. 516; Cham- Jiirkpatrick v. McDonald, 1 1 Penn, 387.] berlain v. Agar, 2 B. & B. 259 ; Newton v (m) Fordyce v. Willis, 3 Bro. C. C. Pelham, 1 Ed. 514, cited post, p. 167. 581, 2, 3; Strode ti. Winchester, 1 (5) Muckleston u. Brown, 6 Ves. 52 ; Dick. 397. (r) Fordyce v. Willis, 3 Bro. C. C. (w) Irnham v. Child, 1 Bro. C. C. 92 ; 576; Bartletti;. Pickersgill, 1 Ed. 515, Bartlett v. Pickersgill, 1 Ed. 515; Le- post 167. man v. Whitley, 4 Russ. 423. (s) Strickland v. Aldridge, 6 Ves. (0) Irnham 1). Child, 1 Bro. C. C. 92; 520; Podmore «. Gunning, 7 Sim. 665. Ch. 316 ; but in Dole v. Lincoln, 31 Maine, 422, it was ruled that a donatio mor- tis causa, cannot be of a fund in trust to be disposed of for benevolent uses, at the entire and unlimited discretion of the donee. ' Dickerson v. Dickerson, 2 Murp. 279, 1 Car. Law Rep. 262; Steere v. Steere, 5 J. C. R. 1. ; Dean v. Dean, 6 Conn. 285 ; Hutchinson v. Tendall, 2 Green, Ch. R. 357; Starr v. Starr, 1 Hamra. 321; Lloyd v. Inglis Exrs. 1 Desau. 333; Movan v. Hays, 1 J. C. R. 343; Philbrooke t). Delano, 29 Maine 410; see notes to Woollam V. Hearn, 2 White & Tud. Eq. p. 1, 540. 'Though the defendant admit a parol trust in his answer, he may nevertheless set up the Statute of Frauds as a defence; but if he does not do this by way of plea, or in his answer, he will be deemed to have waived it. Flagg. v. Mann, 2 Sumn. 528; Ontario Bank v. Root, 3 Paige, 478; Wood ■;;. Dille, 11 Ohio, 455; Newton v. Swasey, 8 N. H. 9; Rowton v. Rowton, 1 Hen. & Munf. 91 ; Lingan V. Henderson, 1 Bland. 236; Tarletonw. Vietes,'! Gilm. 470; Stearns v. Hubbard, 8 Greenl. 320; Thornton v. Heary, 2 Scam. 219; Trustees 1). Wright, 12 lUin. 432. Where it is to be gathered from the face of the bill, that the alleged trust is only in parol, the objection may be taken advantage of by demurrer. Walker ■u. Locke, 5 Gushing, 91. This must, however, appear distinctly to be the case, or a demurrer will be overruled. Cozine v. Graham, 2 Paige, 178 j Switzer v. Skiles, 3 Gilm. 534. 78 CREATION OF TRUSTEES BY PAROL. Where there is an absolute conveyance to a person, but under a secret trust for purposes which the law will not suffer to take effect, the donee will hold absolutely for his own benefit ; unless he admit the trust by his answer, or it be otherwise established in evidence against him.(i) With regard to what will be a sufficient written manifestation, or proof of the creation of a trust, to satisfy the Statute of Prauds, we have seen that the 7th Sect, required " a writing, signed by the party legally entitled to declare the trust." These words will be satisfied by a written document of any des- cription ; and, accordingly, a bond to assign as cestui que trust shall direct,(M) or a covenant to purchase and convey lands to specified uses,(a;) or a recital contained in a deed,(?/) as well as written state- ments, of a much looser and more informal description, such as those contained in a bill or answer(2) in Chancery, or even in notes or let- ters in the handwriting of the party, (a) have been considered sufficient to take a parol trust out of the statute. But it must be borne in mind, that the same principles of construction will be applied to trusts proved by evidence of this description, as in x)ther cases ; and the objects and nature of the trust must always appear from such documents with sufficient certainty, as well as their connexion with the property in question. (6) By the express words of the statute, the required declaration may* be made by will ; but if the instrument containing such a declaration, by reason of some informality, could not be supported as a will, it might nevertheless, if signed by the party, be a sufficient evidence of the creation of the trust, to take it out of the statute. (c) The writing which is to furnish the evidence of the trust, must be (() Cottington v. Fletcher, 2 Atk. ■«. Woodbury, 2 Shepl. 281; Podmore 156. V. Gunning, 7 Sim. 655; Fisher i). (u) Moorcroftt). Dowding, 2 P. Wms. , Field, 10 J. R. 505.] 314. [Orleans'!). Chatham, 2 Pick. 29; (o) O'Hara v. O'Neil, 7 Bro. P. C. Hardin v. Bond, 6 Litt. 346 ; Graham 227 ; Forster v. Hale, 3 Ves. 707 ; Crook V. Lambert, 5 Hump. 595; Gomez v. Brooking, 2 Vern. 106; Morton v. 1). Tradesman's Bank 4 Sand. S.C. 106.] Tewart, 2 N. C. C. 67; [Steere «. Steere, (x) Earl of Plymouth t;. Hickman, 2 5 J. C. R. 12.] Vern. 167; Blake D. Blake, 2 Bro. P. C. (6) Forster u. Hale, 3 Ves. 708; 250. [Steere ■;;. Steere, 5 J. C. R. 1 ; Abeel v. {y) Deggu. Degg, 2 P. Wms. 412. Radcliffe, 13 John. R. 1; Rutledge v. [Or a memorandum in an agreement, Smith, 1 McCord, Ch. 119 ; Freeport v. Dale iJ. Hamilton, 2 Phillips. 266 ; 11 Bartol, 3 Greenl. 340; Arms u. Ashley, Jur. 574.] 4 Pick. 7 1.] (2) Butler V. Portarlington, 1 Conn. & (c) Nab v. Nab, 10 Mod. 404 ; 1 Eq. Law. 15; S.C. 1 Dr. & W. 20 ; Hamp- Ca. Abr. 404, PL 3 ; [See however, ton V. Spencer, 2 Vern. 288 ; Wilson v. Johnson v. Ball, 9 Eng. L.'& E. 160; Dent, 3 Sim. 385; [Macccubbin v. Crom- Briggs v. Penny, 13 Jur. 905.] well, 7 G. & J.'l57 ; Unitarian Society CEEATION OF TRUSTEES BY PAROL. 79 signed by the party legally entitled to declare it. If it be not pre- vious to or contemporaneous with the act of disposition, the party le- gally entitled to declare the trust, -will be the trustee himself; for when a person has once *divested himself of all interest in property, r*g^-i by an absolute conveyance, it is no longer competent for him, either by parol or written declaration, to convert the party taking under such a conveyance, into a trustee.((i) It would be otherwise indeed, where the circumstances of the transaction were such, as to raise a re- sulting or implied trust upon the conveyance ; in which case, the person entitled to such an interest, would clearly have the right at any time to declare the trust, (e) Where there is any written evidence that the person apparently entitled is not really so, that will open the door to the admission of parol evidence to prove the trust notwithstanding the statute, i As where there are entries in the books of the grantee, of payments made by him to or on account of the grantor, which payments were inconsistent with the grantee's taking the beneficial interest.(/) [*63] CHAPTER II. OP THE CEEATION OF TRUSTEES BY INSTRUBIENT IN WRITING. I. Of THE Instrument BY WHICH IV. Where Words oe Reoom- * A Person may be created mendation, etc., will Trustee, [63]. raise a Trust, [71]. II. What direct Fiduciary Ex- V. Op the Effect of a Vo- pressions will create a luntary Disposition in Trust, [65]. Trust, [82]. III. Where a Power will be a Trust, [67]. OF THE INSTRUMENT BY WHICH A PERSON MAY BE CREATED TRUSTEE. At common law if any instrument, operating as a legal disposition of property, contained a direction or declarjation, that the party taking under it should hold for the benefit of another, the conscience (d) Adlington v Cann, 3 A!tk. 145; [See Lee v. Huntoon, 1 Hoff. Ch. 447; [Tritt V. Crotzer, ISPenn. St. R. 451 ; in Harris v. Bennett, 3 Gratt. 339.] re Dunbar, 2 Jones &. Lat. 120.] (/) Cripps ii. Jee, 4 Bro. C. C. 472 ; (e) Bellasis v. Compton, 2Vern. 294; [Hollingsheadv. Allen, 17 Penn.St. 275 ; Prevost V. Gratz, 1 Peters, C. C. 366.] 80 CREATION OP TRUSTEES BY WRITING. of the donee was affected, and he took the legal estate as a trustee for the beneficial owner. The Statute of Uses was passed with the view of preventing the trustee from taking any interest at all under such a disposition of real property, and of vesting the legal as well as the equitable ownership in the person to whom the beneficial enjoyment was given. However, in consequence of the strict construction put upon that statute, the power of vesting real estate in trustees, either by deed or will, remained almost to as great an extent as before. It has been laid down, that there are three direct modes of creating a trust of lands, notwithstanding the statute ; 1st, Where a use is limited upon a use, — as in a conveyance or devise to the use of A. and his heirs, to the use of J5. and- his heirs; 2d, Where copyhold, or lease- hold estates are limited by deed or will to a person upon any use or ttust ; and 3d, Where the donee to uses has certain trusts or duties to perform, which require that he should have the legal estate.(a) In all these cases, however, the question is, not whether the first taker shall hold beneficially, or as a trustee, but whether he takes any legal estate at all under the limitation to him ; and the further consideration of this subject will be reserved more conveniently for future discussion.(J)^ The Statute of Uses, it is scarcely necessary to add, does not afiiect the power of disposing of chattels personal.^ A trustee of real or personal property may be created by any for- mal instrument, whether deed or will, which passes the legal title to the trust estate, and contains a proper declaration of the trust ; or without any transmutation of possession the owner of property jnay convert himself into a trustee of it by a proper declaration of the trust. Nor is it necessary, that the declaration of the trust should be contained in the same instrument, which vests the legal estate in the trustee ; although such is the more convenient as well as the more usual course. In Inchiquin v. French, (e) Lord Thomond by his will gave 20,000?. to Sir W. W., and by a deed-poll of the same date, referring to his will, he declared that the legacy was given in trust for C. ; and Lord Hardwicke held, that the trusts of the legacy were well declared by the deed-poll. So in Wood v. Gox{d), a testatrix (a) Bac. Us. 335; 2 Bl. Com. 336; (tZ) 2 M. & Cr. 684; and see Stubbs 1 Cruis. Dig. Tit. 12, Ch. I., s. 4 to 36. v. Sargon, 2 Keen, 255 ; S. C. 3. M. & (6) Post, Part. II., Ch. I., page 229. Cr. 507; Smith v. Attersoll, 1 Russ.266. (c) 1 Cox, 1. ' See notes, post 229, &c. ^ Rice V. Burnett, Spears Ch. 579 ; Lord v. Lowry, Baily Chan. 520. CREATION OF TRUSTEES BY WRITING. 81 bequeathed all her personal estate to A. for his own use and benefit, trusting he would act in conformity with her wishes ; on the same day she made another testamentary paper, giving several legacies ; and Lord Cottenham held, that A. was a trustee for the payment of those legacies. But where there is an absolute conveyance by deed, or other act inter vivos, the instrument by which the trust is created, must be made in contemplation of or contemporaneously with the conveyance. For, except in the case of fraud, no subsequent instrument executed by the grantor would operate to deprive the grantee of his right to the beneficial interest.(e) And even if the gift be by will, no trust will be raised on any instrument, subsequently executed, unless it operate as a revocation of the will.(/)^ Hence it is obvious, that it is not the legal conveyance, or transfer of the property, but the declaration of the trust, that operates in the (e) Adlington v. Cann, 3 Atk. 145, Kilpin v. Kilpin, Id. 520, 532. 151; Crabb v. Crabb, 1 M. & K. 511; (/) 3 Atk. 152. ' In Briggs v. Penny, 13 Jurist, 905, a testatrix had made her will in 1835, by which she bequeathed various charitable and other legacies, and gave to S. P. £3000. and a like sum of £3000 in addition for the trouble she would have in acting as executrix. She then gave further charitable and other legacies and specific bequests, and then gave all the residue of her personal estate to the said S. P., her executors, administrators, and assigns, " well knowing that she will make a good use, and dispose of it in a manner in accordance 'with my views and wishes." Four papers were found in the testatrix's handwriting, undated, unsigned, and unattested, which were written after the date of the Wills Act, in which she named various persons, and designated various charitable institutions, as objects of her bounty, and gave directions for money being laid out in land for charitable purposes. The will and codicil, and one other paper were admit- ted to proof, but these four papers were not. It was held, that S. P. did not take the residue beneficially, but was a trustee for the next of kin of the testatrix ; and a reference was directed to the master to inquire and state whether the views and wishes concerning the disposition of the residue, which were mentioned in the will of the testatrix, were ever and when declared or made known by her, in and by any instrument, paper or writing, or instruments, papers, or writings. (Affirmed, post 71, note.) In a subsequent case, however, a testator bequeathed a policy of insurance on his own life to A. and B., upon the uses of a letter signed by himself, but at the date of the rule there was no such letter; subsequently the testator addressed a note to his executor and signed a memorandum by which he stated his wishes as to the disposition of the money to be received in respect to the policy. He kept the policy in his possession until his death. It was held that no trust was created. Johnson v. Bull, 9 Eng. L. & E. 160. In Dawson v. Dawson, 1 Chev. 148 (2d part), a person having executed his will, conveyed his property to the uses of the will, by deed. It was decided that a trust resulted to the grantor during his life, and that the profits for that period belonged to him absolutely; but that property purchased, with the ccyrpus of the estate, went to the persons named in the will. .^ 6 82 WHAT FIDUCIARY EXPRESSIONS CREATE A TRUST. creation of the trustee. And it is by no means necessary, that this declaration should be made by a formal deed or will. A simple letter, or memorandum, or any writing of a similar untechnical and informal character, will be sufficient, if it clearly express the gift to be in trust, and sufficiently connect the trustee with the subject-mat- ter of the trust. (.9') And a person without parting with the legal possession of property may, by a similar declaration of trust in favor of another, convert himself into a trustee for the third party.(A) In addition to the ordinary mode of treating trustees in the trans- actions between private individuals, it may be observed, that trustees are frequently appointed by special acts of parliament, for the par- ticular or general purposes directed by the statute. However, trus- tees thus specially created, do not materially differ in their ordinary duties and functions from other trustees ; and they are equally amenable to the jurisdiction and supervision of the Court of Chan- cery. («) By the statute 48 Geo. III. c. 149, a declaration of trust in writ- ing must be stamped, in order to be admissible as evidence ; and therefore if there be reason to suppose that the original instrument was unstamped, the court will not receive a draft copy as secondary evidence of its existence. (^) r*651 *"^ written declaration of trust by the trustee constitutes a perfect equitable title in the cestui que trusts, and will prevail over the claim of the assignees of the trustee, if he subse- quently become bankrupt . although the trust property remain in his name and under his control. (Z) II.— WHAT DIRECT FIDUCIARY EXPRESSIONS WILL CREATE A TRUST. When there is a disposition of property by deed or other formal instrument, operating inter vivos, it rarely happens that any question can arise, whether a person takes beneficially, or as a trustee for others. The cases on this point have usually arisen on the con- struction of gifts by will ; although in deciding upon the effect of , (g-) Smith V. Atteisoll, 1 Russ. 266; Hughes v. Stubbs, id. 478; Wheatley Kilpin V. Kilpin, 1 M. & K. 520 ; Stubbs v. Purr, 1 Keen, 553 ; [Stapleton v. Sta- V. Sargon, 3 M. & Cr. 503; Morton v. pleton, 14 Simons, 197; 2 Spence Eq. Tewart, 2 N. C. C. 67. [Steere v. Steere, Jur. 53, and note ; Suarez v. Panipelly, 5 J. C. R. 1 ; Fisher v. Fields, 10 John. 2 Sandf. Ch. 336.] R. 505; Menude v'. Delair, 2 Desau. (i) See Cottrell v. Hampton, 2 Vern. 164.] 5 ; Buchanan i;. Hamilton, 5 Ves. 722. (fe) Exp. Pye, 18 Ves. 149; Meek v. [k) Rose v. Gierke, 1 N. C. C. 534. Kettlewell, 1 Hare, 469; [1 Phill. 157;] (Q Pinkett v. Wright, 2 Hare, 120. WHAT FIDUCIARY EXPRESSIONS CREATE A TRUST. 83 an executory and informal instrument, not of a testamentary na- ture, the court will adopt the same principles of construction as have been established respecting wills.(TO) Any expression manifesting an intention that the donee of pro- perty is not to have the beneficial enjoyment of the whole, or some part of it, will be binding on the conscience of the trustee, and will in equity effectually exclude any claim by him to the beneficial interest. (m) For this purpose, it is by no means necessary that the donee should be expressly directed to hold the property to certain "uses," or "in trust," or as "trustee," although such terms, having a defined and technical meaning, are more usually as well as more properly employed. It is one of the fixed rules of equitable con- struction, that there is no magic in particular words; and any expressions that show unequivocally the intention of the parties to create a trust, will have the same effect. It was said by Lord Eldon, that the word "trust," not being made use of, "is a circum- stance to be attended to, but nothing more ; and if the whole frame of the will creates a trust, for the particular purpose of satisfying which the estate is devised, the law is the same, though the word 'trust ' is not used."(o) Thus, where a gift in a will is expressed to be "/or the benefit" of others ;(p) or to be at the disposal of the donee "for" herself (1) and children ;(§')* or "towards her support and her family" (r); or (m) Countess of Lincoln v. D. of 140; Youmans v. Boulke, Riley, 134- Newcastle, 12 Ves. 227; Blackburn ■«. Fisher t>. Fields, 10 J. R. 495, Story, Stables, 2 V. & B. 369 ; Jervoise v. D. Eq. § 974, 1068.] of Northumberland, 1 J. & W. 574; see (p) Jubber v. Jubber, 9 Sim. 503; Stubbs V. Sargon, 2 Keen, 255, 273 ; S. Raikes v. Ward, 1 Hare, 445; Inderwick C. 3. M. & Cr. 503 ; Croft v. Adam, 12 v. Inderwick, 8 Jur. 53 ; 13 Sim. 652. Sim. 639. (5) Crockett D. Crockett, 1 Hare, 451. (n) See Morice ^. Bishop of Durham, (r) Woods v. Woods, 1 M. & Cr. 10 Ves. 537. 401 ; [see the remarks on this case in (0) King V. Denison, 1 V. & B. 273 ; 2 Phill, 553.] [Porter u. Bank of Rutland, 19 Verm. (1) It is immaterial that the donee in trust is himself entitled to a partial bene- ficial interest, as one of the objects of the testator's bounty. Woods v Woods, 1 M. & Cr. 401; Crockett iJ. Crockett, 1 Hare, 451. S. C. 2 Phill. 553. [Hen- nershitz' Estate, 16 Perm. St. 435; Mason v. Mason, 2 Sandf. Ch. 432, 477.] ' Crockett v. Crockett, cited in the text, where the testator directed that all his property should be " at the disposal of his wife,- for herself and children," sub- sequently came up again in 5 Hare, 320, but that decision was overruled in S. C. 2 Phillips, 553, and it was held that there was no joint tenancy between the wife and children ; but that the widow, though not entitled to the property, ab- solutely, had a personal interest in it; and as between herself and her children, was either a trustee of the fund with large discretionary powers as to the appli- cation of it, or she had a power in favor of the children, with a life estate in herself. And see remarks in Webb v. Woolls, 13 Eng. L. & Eq. 65. 84 WHAT FIDUCIARY EXPRESSIONS CREATE A TRUST. "to enable the donee to provide for or maintain" his children ;(s)' or "for the express purpose of enabling him to present" to certain persons ;(<) or where the testator " orders and directs" the donee r*aR-\ to taJce care of and provide * for an individual •,{u) or where the gift is expressed to be made "to the end" or "to the intent" that the donee should apply it to certain purposes.(a;) In all these cases the terms employed have been held sufficient to fasten a trust on the conscience of the donee ; and it would be possible to multiply instances of a similar construction to a much greater length, were it not conceived that those already adduced have abun- dantly exemplified the doctrine of the court on this point ; showing that in every case the general purpose and intention of the donor, and not the use of one particular term or another, will decide the question, whether a party does or does not take in a fiduciary character. («/) (1) In all cases, however, the fiduciary words must be imperative on the donee ; and if they confer a mere power or authority, and leave it entirely at his discretion to apply or not to apply the gift to the designated purpose, no trust will be created.(s) But if a trust in favor of certain objects be once created ex vi terminorum, a discretionary power of selection or distribution in the donee, however ample, will not do away with the effect of the trust previously declared, or render him less a trustee for the ob- jects of that power.(a) («) Brown u. Cassamajor, 4Ves. 498; v. Bank of Rutland, 19 Verm. 140; Hamleyi;. Gilbert, Jao. 3 54 jWetherelli). Erickson v. Willard, 1 N. Hamp. 209.] Wilson, 1 Keen, 80; [see Brown iJ.Paun, (s) Mnrice tj. Bishop of Durham, 10 1 Eng. L. & Eq. 136; Costerbadie v. Ves. 536; Ommaney ij. Butcher, T. & Costerbadie, 6 Hare, 416; Crockett v. R. 270; Gibbs v. Rumsey, 2 V. & B. Crockett, 2 Phill. 553.] 397; Ball v. Vardy, 1 Ves. Jun. 270; (J.) Stubbs i;. Sargon, 2 Keen, 255; Thorp i;. Owen, 2 Hare, 607; Randall and 3 M. & Cr. 507. v. Hearl, 1 Anstr. 124. See post. Sect. 3, (m) Broad v. Bevan, 1 Russ. 511, n. as to where a power will be a trust. Ix) Burrell v. Burrell, Ambl. 660; (a) Burrell v. Burrell, Ambl. 660; Raikes ?). Ward, 1 Hare, 445. Hockley v. Mawby, 1 Ves. Jun. 150; (y) See -Gilbert v. Bennett, 10 Sim. Walsh v. Wallinger, 2 R. & M. 78 ; vide 371 ; Thorp v. Owen, 2 Hare, 607; Kil- post, Sect. 3. vington D. Gray, 10 Sim. ,293. [Porter (l)The effect of dubious fiduciary expressions in creating an obligatory trust, is necessarily considered to some extent in the two following sections, to which the reader is referred. ' But in these cases where the interest of legacies or rents, or the proceeds of shares, are to be applied by the parent to the support and maintenance of the children, though a trustee as to the corpus, the parent takes the interest, &c., subject to no account, provided he discharges the duty of maintaining and educating. Brown t). PauU, 1 Eng. L. & Eq. 130; Hadowt). Hadow, 9 Sim. 438. A POWER IN THE NATURE OF A TRUST. 85 Where a gift is conclusively and absolutely impressed with the character of a trust, the trustee will not in any event be entitled to the beneficial enjoyment, although the particular object of the donor's bounty becomes unable to take it. "Wherever," said Lord Eldon, " there is a plain declaration, that a person, to whom pro- perty is given, is to take it in trust ; there, though the trust is not declared, or is ineffectually declared, or becomes incapable of taking effect, the party taking will be a trustee, — if not for those who were to take hy the instrument, for those who take under tlie disposition of the law.{h) As a general rule, therefore, if the particular purpose declared does not extend to exhaust the entire beneficial interest, or for any reason cannot be carried into execution, the donee will hold the interest thus undisposed of as a trustee by resulting trust for the heir or next of kin of the donor. This rule, however, and its ex- ceptions will be reserved more conveniently for discussion in a future chapter.(e) According to the general principles of construction, the court will always strive to give effect to every part of an instrument. There- fore, where a bequest to a person is couched in such terms, as would, if uncontrolled, undoubtedly convert him into a trustee, but expres- sions are added, indicating an intention to give him the beneficial enjoyment, — as, *for instance, where it is given him " for his r^/fc^-i own use and benefit ;" the court will endeavor, if possible, to give effect to those additional words and will decree the donee to take absolutely and not as a trustee. (d) III.— WHERE A POWER WILL CREATE A TRUST. In the abstract, the distinction between a power and a trust is sufSciently marked and obvious. "Powers," as Lord C. J. Wilmot has said, " are never imperative ; they leave the act to be done at the will of the party to whom they are given. Trusts are always impera- tive, and are obligatory upon the conscience of the party intrusted. "(e) In practice, however, it frequently happens that a power and a trust are so intimately blended, either by the express terras or by neces- sary construction, that it becomes a question of great nicety to de- (6) Morice v. Bishop of Durham, 10 well u. Bardswell, 9 Sim. 319; and see Ves. 537. [Pennyi). Briggs. 13 Jur. 905.] Meredith ti. Heneage, 1 Sim. 555. (e) Post, Div. II., Ch. I., Sect. 3. (e) Wilm. 23 ; Brown v. Higgs, 8Ves. Id) Lawless v. Shaw, 1 LI, & Goul. 570; 2 Sugd. Pow. 173, 6th ed.; see 558; [5 CI. & F. 129.] Wood v. Cox, 1 Godolphin v. Godolphin, 1 Ves. 21. Keen, 317; and 2 M. & Cr. 684; Bards- 86 A POWER IN THE NATURE OF A TRUST. termine, whether the direction is or is not imperative on the con- science of the donee, so as to amount to a trust. Lord Eldon, in his judgment in the case of Brown v. Higgs, after clearly stating and supporting the distinction between a power and a trust, adds : " there is not only a mere trust and a mere power, but there is also known to the court a power, which the party, to whom it is given, is entrusted and required to execute." And his lordship afterwards states the principle of the cases to be, " that if the power is a power, which it is the duty of the party to execute, made his duty by the requisition of the will, put upon him as such by the testator, who has given him an interest extensive enough to enable him to dis- charge it, he is a trustee for the exercise of the power, and not as having a discretion whether he will exercise it or not ; and the court adopts the principle as to trusts, and will not permit his negligence, accident, or other circumstances, to disappoint the interests of those for whose benefit he is called upon to execute it."(/) In this, as in most other similar cases, the diflBculty is, to apply the general rule to the particular case. When it is laid down, that it must be the duty of the donee of the power to exercise it, the doubt still remains, as to what will create such a duty, independently of any imperative directions in the will. On this point it may be ob- served, that the question, whether a power is simply such, or one in the nature of a trust, has hitherto arisen almost invariably on powers in favor of children or relations ; and it might be a question, admit- ing of very grave argument, whether the construction, that has been adopted in those cases, would be extended to strangers.(^) In examining the doctrine, as laid down above by Lord Eldon, as well as the decided cases on this subject, there appears to be a ma- terial distinction between those cases where the absolute interest is r*«aT g^^^° '^ ^^^ *donee of the power, and where consequently the L J exercise of the power can take effect only out of that interest, and where the person by whom the power is to be exercised, takes only a previous estate for life, to which the power is only collateral A). In the former case the donee of the power himself would be entitled beneficially upon his refusal or omission to exercise it ; and the in- tention or wish of the testator to qualify the gift to him would thus be disappointed. Consequently, in such cases, the court has always {/) Brown v. Higgs, 8 Ves. 570, 4. Bull v. Vardy, 1 Ves. jun. 270; 2 Sugd. [See Miller v. Meetch, 8 Barr, 417; Pow. 175, 6th ed. Gibbst). Marsh, 3 Metcalf, 243 ; Withers (ft) See Crosslingi). Crossling, 2 Cox. V. Yeadon, 1 Rich. Ch. 324.] 396. (.g) Jones V. Clough, 2 Ves. 367 ; see A POWER IN THE NATURE OF A TRUST. 87 endeavored to give effect to the apparent intentions of the testator by treating the donee as a trustee for the objects of the power.(«) But where the execution of the power is not to take effect out of the interest of the person by whom it is to be exercised, — as where it is given to a tenant for life to be exercised after the determination of his life estate; or d fortiori yihere the party, to whom it was given, takes no ienefieial interest, the same arguments on behalf of the ob- jects of the power do not hold good, and the decisions in favor of their taking, in default of the exercise of the power, are not so uni- form. Indeed where they have been held entitled, in default of ap- pointment, the decision has proceeded, not on the ground that the power was in the nature of a trust in their favor, but that the bequest operated as a'direct gift to the objects in default of the exercise of the power.(A;)' (i) Hardyng v. Glynn, 1 Atk. 468 ; (k) Bull oi. Vardy, 1 Yes. jun. 271 ; 2 Brown V. Higgs, 4 Ves. Jim. 708 ; S. C. Sugd. Pow. 177; and see Cox «. Basset, 8 Ves. 561 ; Forbes v. Ball, 3 Mer. 437; 3 Ves. 155, 164. Birch V. Wade, 3 V. & B. 198. [Wace v. Mallard, 11 Eng. L. & E. 4.] 'A testator devised his real estate and negroes to his son, G. W. in trust, (1) to apply the rents, issues and profits to the use of himself and family, and the education of his children; and (2) to give or devise by deed or will, the said property (and the rents, issues and profits thereof, over and above what he should apply to the uses aforesaid) " unto all or any child or children by^him begotten, or to be begotten, in such way or manner, and in such proportion and for such uses, estates and interests, as he shall see fit and proper." G. W. died, leaving a will whereby he devised the whole of his estate to his wife, with di- rections to his executors (his wife and sons), to act under " his father's will in trust, and in every respect and manner intended by their grandfather." It was held (1) that the legal title was vested in G. W., coupled with a power in trust to appoint at his discretion among his children,- (2) but the power could not be delegated, and (3) that as G. W. had neglected to exercise the power, hischildren were entitled to divide the property equally. Withers v. Yeadon, 1 Rich. Eq. 324. In Collins v. Carlisle's heirs, 7 B. Monr. 14. a husband devised all of his es- tate, after the payment of his debts, " wholly to his wife, to be disposed of by her, and divided among his children at her discretion," and it was held that the wife took an estate for life, with power to give it to her children, or to appro- priate it to their use at her discretion; and, she dying, the children took the undisposed portions of the estate under the will, and not as her heirs. A testator, after making provision for certain relatives, and giving the use of the estate in question to his- wife during her life, disposed of the residue of his es- tate in these words : " All the restand residue of my estates, both real and per- sonal, I give and bequeath to my two brothers A. and B., whom I appoint my executors, with full confidence that they will dispose of such residue among our brothers and sisters, and their children, as they shall judge shall be most in need of the same ; this is to be done according to the best of their discretion." A bill in equity was filed to determine the right of the various parties, claiming under the will, and it was held that a trust had been created by the will in favor of the brothers and sisters, and their children, A. and B. and their children, being ex- 88 A POWER IN THE NATURE OF A TRUST. In Bull V. Vardy,(Z) a testator, without giving his wife any interest in his general estate, empowered her to give away at her death 1,000?., lOOZ. of it to A., and 1001. to B. ; the rest to be disposed of by her will. The wife died without having made any disposition of the lOOOZ. or any part of it. On a suit by A. against the wife's exe- cutor, claiming the 1001., the Court of Exchequer held, that this was no absolute legacy, but a naked power in the wife, and dis- missed the bill. In the Duke of Marlborough v. Godolphin,(m) a gift by a testator of 30,000Z. to his wife for life, and after her decease, to be divided and distributed to and amongst such of his children, and in such manner and proportion, as she should appoint, was held by Lord Hardwicke to be a mere power, and not a trust for the children in default of appointment. His lordship appears to have drawn a dis- tinction between a gift "amongst my children as A. should appoint," which he considered a trust, and a gift amongst such of my children, &c.," which he held to be a mere power.(w) In Crossling v. Crossling,(o) there was a devise of real estate to the wife for life, with a direction that " she should dispose of the same amongst testator's children by her at her decease, as she should think proper." The wife did not exercise this power ; and the Court of Exchequer refused to restrain the heir from proceeding with an ejectment against the children, holding that this devise did not create a trust for them, but was a mere power in the wife, which she never executed. r*fiQl *^^ *^® ^^^^ °^ Brown v. Higgs,(p) already mentioned, an '- -^ estate was devised to one of the sons of S. B., as the father should direct by a conveyance in his lifetime or by his will ; and though the point did not call for decision, Lord Arvanley seemed to think this a mere power : an opinion which is supported by the con- currence of Sir E. Sugden.(^) However, at the present day, the courts will endeavor, if possible, {I) 1 Ves. jun. 270. (o) 2 Cox, 396. (m) 2 Ves. 61 ; 5 Ves. Jun. 506. (p) 4 Ves. jun. 708. (n) See2 Sugd. Pow. 178. Howeverit (g) 2 Sugd. Pow. 180, 6th ed. seems that this distinction can no longer be supported, vide post. 69. eluded therefrom ; so that the estate vested in A. and B. as trustees for the brothers and sisters and their children, to be enjoyed after the death of the widow, and consequently that after-born children and those who became needy there- after, could not take ; and that the trust was not void by reason of the uncertainty of the persons for whose benefit it was created. Bull v. Bull, 8 Connect. 47. The court also in this case, the executors having died without an appointment, directed a reference to determine who were the most needy. See also Harrison V. Harrison, 2 Leigh. 1, and post, p. 71, and notes. A POWER IN THE NATURE OF A TRUST. 89 to .construe a bequest of this description into a gift by implication to the objects of the power, in default of its being exercised, and if the cases of Duke of Marlborough v. Godolphin, or Crossling v. Cross- ling, were again to occur, there is little doubt but that the children would be held to take under the terms of the bequest, although the power were not exercised in their favor. (r) Thus where the tenant for life is desired at his death " to give it amongst his children as he should think fit ;"(s) or where the residue, at the death of the tenant for life, " is to be disposed of amongst her children as she should think proper ;"(i) or where there is a gift, after the death of testa- tor's wife, to such of his grandchildren as she should appoint,(M) (and many other instances of the same nature might be given ;) the power has been held to extend only to the selection from, or distribution amongst, the class of objects ; and in default of the exercise of that power they will be all equally entitled.(a;) The case of Brown v. Pocock,(^) before Sir L. Shadwell, V. C, is a remarkable instance of the disposition of the courts to adopt this construction in favor of the objects of a power. There a testatrix directed a sum of £8000, three per cents., to be set apart, and the dividends paid weekly to A. and B. during their lives ; and by a codicil she gave to A. the power of leaving a moiety of that fund to and for the benefit of his wife and children, in such manner as he should by will duly executed give and bequeath the same. A. died, having made an invalid appointment of the fund ; and the Vice-Ohan- cellor decided that it was clear that the testatrix intended the wife and children to take, and therefore that there was a gift to them by implication subject to the power. In the very recent case of Croft V. Adam,(s) a widow upon her second marriage settled a fund in trust for her own separate use for life, and declared that subject thereto the fund should, as and when she should think fit or he advised, be settled in trust for the benefit of A. her daughter by her first marriage, and her daughter's intended husband and her children, in such manner and for such rights and interests as should be agreed upon either previous to or after the marriage of A. with her consent : and that she (the widow) should be at free liberty and have full power and authority to settle the fund or any part of it in trust for the imme- (r) See Lord Eldon's observations in Madison v. Andrews, 1 Ves. 57 ; Hock- Brown V. Higgs, 8 Ves. 576, vide et. 2 ley v. Marsby, 1 Ves. jun. 143; Long- Sugd. Pow. 179, 180. moore v. Brown, 2 Ves. 124; Fowler i). (s) Mason v. Limbury, 2 Sugd. Pow. Hunter, 2 Y. & J. 506 ; Walsh v. Wal- 181. linger, 211 &M. 78; Kennedy t). Kings- (<) Kemp t). Kemp, 5 Ves. 849. ton, 2 J. & W. 431. [Whitehurst v. Ill) Wilts V. Boddington, 3 Bro. C. C. Harker, 2 Ired. Ch. 292.] 95. (^) 6 Sim. 257. (x) Davy v. Hooper, 2 Vera. 665; {z) Croft v. Adam, 12 Sim. 639. 90 A POWER IN THE NATURE OP A TRUST. diate benefit of her daughter and children ; but if the daughter should not he married in her mother's lifetime, then that the fund should be ^^„ in trust for the daughter's benefit and a vested *interest in L J her at 21, with a trust over on the deatli of the daughter with- out marrying in the mother's lifetime. It was held by the Vice- Chancellor of England, that this was not a power, but a trust for the daughter and her husband and children, although the mother, if she thought fit, might modify the interests of the cestui que trusts.{z) Where there is an express limitation over in default of the power being exercised, that of course will exclude the implication of any gift arising from the terms of the power itself.(a) There has been already occasion to observe, that where a gift is once clearly impressed with the character of a trust, a discretionary power, however ample, of controlling its application, will not alter that character.(5) And it is immaterial, whether the trustee in such cases takes a beneficial interest jointly with the objects of the power ;(c) or whether the power be merely a collateral one, either from the trustee taking no beneficial interest in the trust estate,(d) or from its attaching only after the determination of the life estate given to him.(e) The circumstance that the discretionary power goes to the selection from amongst a class of objects, as well as the distribution or appor- tionment of their interests, will not aflfect the stringency of the trust; for it seems that the distinction taken by Lord Hardwicke, in the Duke of Marlborough v. Godolphin,(/) cannot now be supported. (5^) And though the power of selection extends to one class of persons, or another, in the alternative, it has been held that the trust will be equally binding on the donee. (A)^ (z) Croft V. Adam, 12 Sim. 639. terton v. Sutherland, 9 Ves. 445; Kemp (a) Pritchard'u. Juinchant, Ambl. 126; v. Kemp, 5 Ves. 849. S. C. SVes. 596, n.; 2 Sugd. Pow. 183. (/) 2 Ves. 61. (6) Ante, Sect. 2. (g-) Harding v. Glyn, 1 Atk. 469 ; (c) Burrell v. Burrell, Ambl. 660; Witts 1;. Boddington, 3 Bro. C. C. 95; 2 Raikes v. Ward, 1 Hare, 445; Hockley Sugd. Pow. 480 ; Brown i). Higgs, 4 Ves. V. Mawbey, 1 Ves. jun. 143; Harding 708; and 8 Ves. 561; Cruwys v. Col- V. Glyn, 1 Atk. 469; Brown v. Higgs, 4 man, 9 Ves. 319; Birch v. Wade, 3 V. Ves. 708; Forbes v. Ball, 3 Mer. 437. & B. 198. [1 Rich. Ch. 324; 7 B. Monr. 14.] Qi) Brown v. Higgs, 4 Ves. 708; 5 (d) Reade t). Reade, 5 Ves, 744. Ves. 495; and 8 Ves. 561; Longmore (e) Kennedy 0. Kingston, 2 J. & W. v. Broom, 7 Ves. 124; Jones v. Torin, 431; Morgan D. Surman, 1 Taunt. 289; 6 Sim. 255; see Prevost v. Clarke, 2 Walsh V. Wallinger, 2 R. & M. 78 ; Gas- Mad. 458. , 'In Penny v. Turner, 2 Phillips, 693, there was a gift to the testator's three sisters or their children, as his mother should by deed or will appoint, and the Lord Chancellor held it to be a gift, in default of appointment, to the whole class of daughters and the children, not on the ground that or was to be construed and, CREATION OP TRUSTS BY PRECATORY WORDS. 91 In all these cases, if the discretionary power be not exercised, the •whole of the objects who were within the power, will in general take equally, and no one else can be entitled.(«y In some of the earlier cases the court has assumed the right of exercising a discretionary power of selection or application given to .trustees.(it) This jurisdiction, however, is now declaimed ; and the court will not only abstain from exercising such a power itself, but will even refuse to interfere with or to control the trustee in the exercise of his discretion, unless improper condact be shown ;{l) and even in that case the improper appointment will merely be set aside, and the fund left to devolve, as if the power had not been exer- cised. (m) «IV.— WHERE WORDS OP RECOMMENDATION, ETC., WILL ^^j-.-, CREATE A TRUST. L '^i It frequently happens that an absolute gift of property is made to a person by will, accompanied by expressions, indicating a wish on the part of the testator, that certain other parties should participate in the beneficial enjoyment. The strong disposition of the courts to give effect to the intentions of testators has given rise to a spe- cies of trusts founded on expressions of this nature, and differing in some respects from absolute trusts. These recommendatory trusts will be enforced in favor of the particular objects or purposes thus designated, although they will be insufficient to impress the gift with the character of a trust generally ; and if the particular ob- ject or purpose designated, cannot take or fail, the first taker will be entitled to the benefit of the failure, and will hold absolutely dis- charged from any trust. (i) Kennedy i). Kingston, 2 J. & W. Q) Alexander -o. Alexander, 2 Ves. 431; Walsh v. Walliriger, 2 R. & M. 640; Kemp. v. Kemp, 5 Ves. 849. See 78; KemptJ.Kerap, 5Ves. 849. [With- Wood ti. Richardson, 4 Beav. 174; Pratt ers V. Yeadon, 1 Rich. Ch. 324.] v. Church, ib. 177, n. [Penny v. Tur- (4) Warbnrton v. Warburton, 2 Vern. ner, 2 Phill. 497 ; Prendergrast v. Pren- 420; Longmore -u. Broom, 7 Ves. 124; dergrast, 3 Engl. L. & E. 16.] 2 Sudg. Pow. 190 ; Wareham v. Brown, (m) 5 Ves. 849. 2 Vern. 153; Lewis i>. Lewis, 1 Cox, 162. but because it was referable only to the power given the mother of selection among the class, and as that power could not be exercised by the court, the whole must take equally. ' In Bull V. Bull, 8 Conn. 48, stated ante, page 68, note, the executors having died without exercising the power of selection, the court directed a reference to determine " who among the brothers and sisters and their children were the most needy" in the terms of the devise; holding that it was competent to exer- cise the discretion. 92 CREATION OF TRUSTS BY PRECATORY WORDS. It has been established from a series of cases, that where a be- quest is accompanied by words expressing a command, recommenda- tion, entreaty, wish, or hope, on the part of the testator, that the donee will dispose of the property in favor of another, a trust will be created : — 1st, If the words on the whole are sufBciently impera- tive ; 2d, If the subject be suflBciently certain ; and 3d, If the ob- ject be also sufficiently certain. (w) I. With regard to the nature of the recommendatory expres- sions, — no particular words are necessary. It has been said by Lord Redesdale, that it is sufficient for a testator to express a desire as to the disposition of the property ; and the desire so expressed amounts to a command.(o) Thus the words " desire,"(p) " will and desire.'^?) " request,(j-) "wish and request, "(s) "entreat,"(() "recommend,"(M) "hope, "(a;) "in the fullest confidence,"(y) "not doubting,"(2) "trusting and wholly confiding,"(a) have been considered sufficient to raise a trust, where the two other requisites, viz. : certainty of the object, and the subject are also complied with.' (n) Malim v. Kneightley, 2 Ves. jun. (() Prevost v. Clark, 2 Mad. 458 ; 335; Paul v. Compton, 8 Ves. 380; Taylor n. George, 2 V. & B. 378. Wright V. Atkins, T. & R. 157 ; Knight (u) Malim v. Kneightley, 2 Ves. jun. •u. Knight, 3 Beav. 172. [Harrison v. 333; Tibbitts ^. Tibbitts, 19 Ves. 656; Harrison, 2 Gratten 1 ; Lucas v. Loc- Harwood v. West, 1 Sim. & St. 387 hart, 10 Sm. & M. 466.] Ford v. Fowler, 3 Beav. 146 ; overrul- (o) Gary v. Carry, 2 Sch. & Lef. 189. ing Cunliffe v. Cunliffe, Arab. 686, [But see Knight v. Boughton, 8 Jur. [But see post, page 72 note.] 923; 11 CI. & F. 513; and Williams «. {x) Harland u. Trigg, 1 Bro. C. C Williams, 5 Eng., L. & E. 50.] 144. (p) Mogridge v. Thackwell, 7 Ves. (,y) Wright i>. Atkins, 1 V. &B. 313; 36 ; Mason v. Limbury, cited in Vernon S. C.T. & R. 143 ; Podmorei). Gunning, V. Vernon, Ambl. 4; Harding v. Glin, 1 7 Sim. 644; [Wace v. Mallard, 11 Eng. Atk. 468 ; Cruwys v. Colman, 9 Ves. L. & Eq. 4. But see Webb v. WooUs, 319; Legge v. Asgili, T. & R. 265, n. 13Eng.L.& Eq. 63, and post 72, note.] (g) Edes v. England, 2 Vern. 466; (z) Massey u. Sherman, Ambl. 520; Birch «. Wade, 3 V. & B. 198 ; Forbes Parsons v. Baker, 18 Ves. 476; Taylor V. Ball, 3 Mer. 437. v. George, 2 V. & B. 378. (r) Nowlanu Nelligan, 1 Bro. C. C. (a) Wood v. Cox, 1 Keen, 317; S. 489 ; Pierson v. Garnet, 2 Bro. C. C. 38 ; C. 2 M. & Cr. 684; Griffiths v. Evans, EadeiJ. Eade, 5Mad. 118. 5 Beav. 241. [Baker v. Mosley, 12 (s) Foley V. Parry, 2 Sim. 138; S. C. Jur. 740.] 2 M. & K. 138. 'In Briggs v. Penny, 3Mac.&G. 546, 8 Eng. L. & Eq. 231, 16 Jur. 93, affirm- ing S. C. 13 Jur. 905, the rule on this subject was thus laid down by Lord Chan- cellor Truro as the result of the authorities. " Words accompanying a gift or bequest, expressions of confidence, or belief, or desire, or hope, that a particu- lar application will be made of such bequest, will be deemed to import a trust upon these conditions : — First, that they are so used as to exclude all option or discretion in the party who is to act, as to his acting according to them or not; CREATION OF TRUSTS BY PRECATORY WORDS. 93 Where, however, the expressions used, either in themselves or when coupled with the context, are such as confer only a power of disposition on the donee, and the application or non-application of the property to the *purpose designated is left entirely at his dis- p^h^o-i cretion, no trust will be created. Thus where a testator " em- '- powered " his wife to give away at her death certain sums to par- ties named in his will, and the wife died without making any ap- pointment : it was decided by Lord Chief Baron Eyre, that no trust waS created in favor of those parties, it being a mere naked authority in the testator's wife.(6) And if the testator himself declare, that the words of recommen- dation are not to be considered as words of injunction, it is clear that they will not create an obligatory trust against the donee. Thus in a very recent case a testator, after giving his daughter an absolute power of appointment by will over certain property, " recommended, though he did not absolutely enjoin, his said daughter to distribute the same at her decease amongst her daughters in equal shares." And it was held by Sir K. Bruce, V. C, on the principle above stated, that these words were merely precatory, and created no trust.(c) In the same case a question was raised whether the words, " I most earn- estly wish, that my said sons may give or settle their respective shares on their respective daughters in preference to their sons" — created a trust for the daughters : but the Vice-Chancellor declined to express an opinion on this point, which it became unnecessary to decide.(c?)^ In modern times a strong disposition has been indicated on the part of the judges not to extend the doctrine of raising a trust upon (6) Bull V. Vardy, 1 Ves. jun. 270; Coll, Ch. 582, 590, 7 Jur. 1197. [See and see Randall u Hearle, 1 Anst. 124: Huskinson v. Bridge, 3 Eng. L. & E. and ante, Sec. 3 ; Coxe v. Basset, 3 180.] Ves. 157. (d) 2 Young & Coll, Ch. 592. (c) Young V. Martin, 2 Young & secondly, the subject must be certain ; and thirdly, the object expressed not too vague or indefinite to be enforced." (See Corporation of Manchester v. Osburn, 1 House Lords, Cas. 272.) In this case a testatrix gave various legacies to S., and gave to S. P., whom she appointed sole executrix, £3000, and a like sum of £3000 in addition for the trouble she would have in acting as executrix. She then made other bequests, and then gave all the rest, residue, and remainder of her estate, of her personal estate to S. P. ; her executors, administrators, and assigns, " well knowing that she will make a good use, and dispose of it in a manner in ac- cordance to my views and wishes." It was held that S. P. did not take the residue beneficially. ' Although the words " it is my wish" in a will generally operate as a direct bequest, yet they will be construed to mean rather an inclination of mind, than an act of the will, where a diflferent construction would produce repugnancy or inconsistency, Brunson v. Hunter's Admin., 2 Hill, Ch. 490 ; and so of words of recommendation or desire generally, Knott v. Cottee, 2 Phill. 192. 94 CREATION OF TKUSTS BY PRECATORY WORDS; words of recommendation, &c., &c., but as far as the authorities will allow, to give the words their natural and ordinary effect ; unless it be clear, that they are intended to be used in a peremptory sense. It has been remarked by a learned judge, (Sir A. Hart,) that " the first case, that construed words of recommendation into a command, made a will for the testator; for every one knows the distiction be- tween them. The current of decisions of late years has been against converting the legatee into a trustee. "(e)' (e) Sale v. Moore, 1 Sim. 540 ; vid. Briggs, 2 Phil. 583 ■ Webb v. Woolls, at Meredith v. Heneage, 1 Sim. 551; 13 Eng. L. & Eq. 63; Johnston v. Wright t). Atkins, 1 V. & B. 315; Ex Rowlands, 2 De G. & S. 356, 12 Jur. parte Payne, 2 Y. & Coll. 636. [Knight 769 ; Mekonkey's Appeal, 1 Am. Law V. Boughton, 11 CI. & F.513 ; Williams v. Register, 360.] Williams, 5 Eng. L. & E. 47 ; White v. ' The more recent English decisions have followed the lead of those stated in the text. Thus, where a testator gave £2000 to his wife, to be disposed of by her will in such way as she should think proper, but he recommended her to dispose of one-half thereof, among such of his relations as she should think pro- per (Johnston v. Rowlands, 12 Jur. 769; 2 De G. & Sm. 356), it was held that no trust was created. So where there was a bequest for life to a wife of the use of all the testator's property, and he directed that certain specific chattels should be finally appropriated as she pleased, with a sum of £4000, which sum, how- ever, he recommended her to divide among certain persons. White v. Briggs, 15 L. J. Oh. 182, overruling S. C. 15 Sim. 33. In Williams v. Williams, 5 Eng. L. & Eq. 47 (15 Jur. 715), a testator gave all his personal property to his wife absolutely; but in a codicil in the form of a letter addressed to his wife, used these words, " It is my wish that you should enjoy everything in my power to give, using your judgment as to where to dispose of it amongst your children, when you no longer can enjoy it yourself. But 1 should be unhappy if I thought it possible thai any one not of your family, should be the better for what I feel confident you will so well direct the disposal of" It was held by V. Ch. Knight Bruce, that the widow took the property absolutely. He observed with regard to the modern decisions on the subject, " The point really to be decided, in all these cases, is, whether.looking at the whole context of the will, the testator has meant to impose an obligation on his legatee, to carry his wishes into eifect, or whether having expressed his wishes he has meant to leave it to the legatee, to act on them or not at his discretion. I doubt if there exist any formula for bringing to a direct test the question, whether words of ' request' a ' hope' or ' recommendation,' are or are not to be considered as obligatory." See the re- marks of V. Ch. Wigram, 2 Hare, 510. In Knott v. Cottee, 2 Phill. 197, it was ruled that such words would not raise a trust, if they conflicted with any provi- sions of a more definite and positive import m the same instrument. In a very recent case, Webb v. Woolls, 13 Eng. L. & Eq. 63, the Vice Chancellor (Kin- dersley) laid it down as a rule of construction in such cases, that where the latter words of a sentence in a will go to cut down an absolute gift, contained in the first part of the sentence, and are inconsistent with such gift, the court will, if it can, give efiect to the absolute gift. Therefore, where in that case, the testator had devised in these words ; " All my property of whatever description, whether in possession, &c., I give unto my dear wife, her executors, administrators, and assigns, upon the fullest trust and confidence reposed in her, that she will dis- CREATION OF TRUSTS BY PRECATORY WORDS. 95 In the case of Sale v. Moore,(/) a testator gave his residue to his ■wife, " recommending to her and not doubting that she would con- (/) Salev. Moore, 1 Sim. 534. pose of the same, for the joint benefit of herself and my children, it was held an absolute gift in the wife, and that no trust had been created for the children. In Wace v. Mallard, 11 Eng. L. &E. 4, however, a bequest by a testator of all his property to his wife, her executors, administrators, and assigns, for her sole benefit, in full confidence that she would appropriate the same for the benefit of his children, was held to be a gift of an estate for her life, with a power of ap- pointment in favor of her children, and a gift to them, in default of appointment, as joint tenant. The opinion of V. Ch. Turner, is very brief and unsatisfactory in this case, which is obviously in conflict with the foregoing. See further Winch «. Bruton, 14 Sim. 379. A direction for a will that a certain person should be employed as agent and manager of the testator's estates, whenever his trus' tees should have occasion for the service of a person in that capacity, does not create a trust which equity could enforce. Finden v. Stephens, 2 Phili. 142. See 2 White & Tudor, Eq. Lead. Cases, II. p. 332, 348, notes to Harding v. Glyn. But few cases on this subject have occurred in the United States. In Erickson V. Willard, 1 N. Hamp. 217, E. T. devised all his estate to J. W., and appointed him his executor. In the will was this clause, " I desire that the said J. W. should at his discretion appropriate a part of the income of my estate aforesaid, not ex- ceeding $50 a year, to the support of my widow M. E." It was held that this clause with other expressions rendered the devise to J. W., a trust to the above amount, which a court would enforce. In Collins v. Carlisle, 7 B Monroe, 14, stated ante, 'page 68 in note, the words " to be disposed of and divided among ray children," were held to control the prior devise to his wife, and create a trust for the children. A devise to two executors of the residue of a testator's estate, " with full confidence that they will dispose of such residue among our brothers and sisters and their children, as they shall judge shall be most in need of the same ; this is to be done according to the best of their discretion." creates a trust in favor of the needy brothers, &c., which on the death of the trustees without exercising it, devolves on the court. Bull v. Bull, 8 Conn. 47. In Lucas V. Lockhart, 10 Sm. & M. 466, a husband by his will gave to his wife the entire profit of all his estate during her life, "entrusting to her the education and maintenance of his children," and provided also, for the education and main- tenance of the children " out of the profits" of the estate, and it was held that the wife took the estate, coupled with the trust for the education and support of the children. This doctrine of the creation of trusts by precatory words was a good deal discussed in Virginia in Harrison v. Harrison, 2 Gratt. 1. There a testator had made his will in these words : " In the utmost confidence in my wife, I leave to her all my worldly goods, to sell or keep for distribution amongst our dear children, as she may think proper. My whole estate, real and per- sonal, are left in fee simple to her, only requesting her to make an equal distri- bution amongst our heirs, and desiring her to do for some of my faithful ser- vants, whatever she may think will most conduce to their welfare, without re- gard to the interest of my heirs. Of course I wish, first of all, that all my debts shall be paid." The Court of Appeals, Judge Brooke dissenting, held, 1. That the widow was invested, subject to the payment of the testator's debts, with the legal title to the whole estate, real and personal ; taking the beneficial interest in the estate for her life ; 2. That the children of the marriage had a vested re- mainder in fee in the estate, to commence in possession at the widow's death, or earlier, at her election ; 3. That the widow might inake advancements to the 96 CREATION OF TRUSTS BY PRECATORY WORDS. sider his near relations, as he would have done, if he had survived her." Sir A. Hart, V. C, considered those expressions too loose to raise a ti'ust for the testator's next of kin, and decided that the wife took the residue absolutely. (1) And in another case, where a testa- tor made a residuary gift to his brother Arthur, " to enable him to assist such of the children of his brother Francis, as Arthur might find deserving of encouragement." Sir L. Shadwell, V. C, deter- (1) Sale V. Moore, 1 Sim. 534. children at her discretion, so that they all ultimately received an equal share of the estate ; 4. That she might employ a reasonable portion of the estate for the benefit of the slaves ; 5. And that she had power to sell all or any part of the estate, real or personal, for payment of debts, or more convenient enjoyment, advancement, or division. In Thompson v. McKisick, 3 Humph. 631, a different conclusion was arrived at. There the bequest was of certain negroes to the testator's daughter, " to be hers for ever, to be disposed of as she may think pro- per amongst her children and grandchildren, by will or otherwise," and it was held that she took an absolute estate, and that there was no trust for the chil- dren, &c. The subject of trusts created by precatory words, has recendy been very thoroughly considered in Pennsylvania. In Coates' Appeal, 2 Barr, 129, a testator had by his will given his real and personal estate, to be possessed and enjoyed by his wife for life, or during widowhood, "to be used and applied to the maintenance and support of his childreri, and at her decease or marriage, should either take place before they came of age, then among them equally." By a subsequent will revoking all others, he devised, after payment of his debts, the use, benefits and profits of his real estate to his wife for life ; and also all his personal estate of every description — "absolutely, having full confidence that she will leave the surplus to be divided at her decease justly among her chil- dren." It was held there that the widow was entided to the income for life, merely of the personalty, and was a trustee for the children. The word " sur- plus" was construed to apply only to what should remain after payment of debts. The same will came again before the Supreme Court, in Mekonkey's Appeal, 1 Harris, 253, when a somewhat different view was taken of its con- struction. The widow was held to have taken a life estate in the personalty, with a power in trust for the children, over the principal remaining at her death ; and therefore an appointment by her omitting one or more of the children was void. The word " surplus" was there applied to the property in the hands of the widow. These two decisions were merely interlocutory in the cause. In Mekonkey's Appeal, 1 Am. Law Reg. 306, 7 Harris, however, the case came up for final determination, and after full argument, the former cases were over- ruled, and the words of the will held not to create a trust. Judge Lowrie in a very able and learned opinion, traced the origin of the rule in the earlier English cases to a misapplication of the provisions of the Roman law, in regard to lega- cies founded on different principles, and which he declared never to have been adopted in Pennsylvania. The result at which the Court arrived was that, words in a will expressive of desire, recommendation, and confidence, are not words of technical, but of common parlance, and are not prima facie sufficient to con- vert a devise or bequest into a trust; but that such words might amount to a declaration of trust when it appeared from other parts of the will, that the testa- tor intended not to commit the estate to the devisee or legatee, or the ultimate disposal of it to his kindness, justice or discretion. [*73] CKEATION OF TRUSTS BY PRECATORY WORDS. 97 mined, that no trust was created in favor of the children of Fran- cis.(l) In Lechmere v. Lavie,(^) a testatrix, having given the bulk of her property to her two eldest daughters, added a codicil, which concluded thus, " If they die single, of course they will leave what they have amongst their brothers and sisters, or their children;" and it was held by Sir J. Leach, M. R., that those words expressed the expectation of the testatrix, but were not intended to create an ob- ligation *upon the two eldest daughters.(^) And in Pope v. Pope,(A) it was determined by Sir L. Shadwell, V. C, that a gift by a testator of the capital of his business to his wife, " trusting that ^he will act justly and properly to and by all our children," was a general expression of a wish, and did not create a trust.(A) The whole of the authorities on this point have been reviewed, and the principle of the cases considered by Lord Langdale, M. R., in his masterly judgment in the recent case of Knight v. Knight. (^■) In that case, after making an absolute gift of real and personal estate, the testator added, " I trust to the justice of my successors, in con- tinuing the estates in the male succession according to the will of the founder of the family;" and Lord Langdale considered that those words were not sufficiently imperative, to create a trust in favor of the male line.(i) The effect of expressions of this nature, in creating a trust, de- pends entirely on the supposed intention of the donor, to be gathered from the whole tenor of the instrument; (A) therefore words, which when taken by themselves would clearly create a trust, have frequently been controlled in their operation when they are annexed to expres- sions, purporting to give the absolute enjoyment and disposal of the property, in question to the donee.(^ Thus the words "free and unfettered," accompanying the strongest expressions of request, have been held to prevent the words of request from being imperative, (m) And where a gift in one case was expressed to be " at the sole and entire disposal" of the testator's wife(w) and in another case was made to a testator's son, " his heirs, executors, administrators, and assigns, to and for his and their own use and benefit ;"{o) — those ex- ig) Lechmere v. Lavie, 2 M. & K. Wood v. Cox, 2 M. & Cr. 684 ; vid. et. 197. Bland v. Bland, 9 Mod. 478; S. C. 2 (fi) Pope V. Pope, 10 Sim. 5. Cox, 349. (i) Knight v. Knight, 3 Beav. 148, (ot) Meredith v. Heneage, 1 Sim, 178 ; [affirmed on appeal, 11 CI. & F. 542, 555 ; Knight v. Knight, 3 Beav. 513.] 174. (&) Meggison v. Moore, 2 Ves. jun. (w) Hoy v. Master, 6 Sim. 568. 633. (o) Bardswell v. Bardswell, 9 Sim. (?) Meredith v. Heneage, 1 Sim. 319. 556; Knight v. Knight, 3 Beav. 174; (1) Benson v. Whittam, 5 Sim. 22. 7 98 CBEATION OP TRUSTS BY PEBCATORT ■WORDS. pressions seem to have materially assisted the court in coming to the decision, that the words of recommendation added to the gift were not sufficiently imperative to convert the parties taking into trustees. And though the word " trust" be made use of, yet if it be coupled with such expressions as show an intention on the part of the giver not to limit or control the discretion of the donee ; as where a testa- tor "trusts to the liberality or to the justice" of his devisees to do something in favor of certain individuals, no imperative trust will be created. (p) The case of Young v. Martin, (5') which has been already stated, is also one of this description. The second requisite for creating a trust by means of expressions of this nature is, that the subject of the recommendation or wish he certain.^ — For this purpose the property to which the trust is intended to apply must be clearly described. Therefore in Knight v. Knight,(r) where a testator, being entitled to several estates real and per- sonal, made an absolute *gift of his real and personal estates ; ■- -1 and, after referring to the estates, which he took under his grandfather's will, concluded by " trusting to the justice of his suc- cessors in continuing 'the estate' in the male succession according to the will of his grandfather ;" Lord Langdale, M. E., considered, that the property, which was the subject of the recommendation, was not described with sufficient accuracy, it being uncertain, whether it was it was the testator's intention to include the personal estate, or any- thing besides the estates of his grandfather, to which he had himself succeeded. (?•) And in a later case a testator, after giving everything he died possessed of to his daughter for life, added, " whatever she can transfer" to go to her daughters ; and it was held by the same learned judge, that it was impossible to say what was the subject in- tended by the expressions, "whatever she can transfer," and there- fore, that the gift to the daughters was void for uncertainty, (s) However, any description, no matter how untechnical or inartificial, will be sufficient, as long as it points out clearly what is the property (p) Knight V. Knight, 3 Beav. 177; (5) 2 Y. & Coll. Ch. 582, 7 Jur. 1147. vid. et. Curtis v. Rippon, 5 Mad. 434; (j-) Knight v. Knight, 3 Beav. 179. Hoy u. Master, 6 Sim. 568; Wilson v. Affirmed Dom. Proc. 8 Jurist, 923; 11 Major, 11 Ves. 205. [Huskisson w. CI. & F. 513. Briggs, 3Eng. L. & Eq. 181.] (s) Flint ■«. Hughes, 6 Beav. 342. ' A testator after bequeathing his wife a portion of his property, added a clause to his will in which he requested that a person to whom he had bequeathed no- thing, might provide for her a chaise or other suitable conveyance, and attend her whenever and wherever she might wish to go, for a suitable compen- sation, if she should desire it. It was held that this was too vague and indefinite a provision to be contained as a legacy to the wife. Whipple v. Adams, 1 Met- calf, 444. CREATION OF TRUSTS BY PRECATORY WORDS. 99 to which the trust is intended to apply. — Therefore the subject has been considered to be defined with sufScient accuracy by the descrip- tion of " what fortune he (the first taker) should receive under the testator's will;"(t) or, "what (the first taker) has in her own power to dispose of that was mine ,"{u) or, " the share of my property I have bestowed on her;"(w) so where a testator devised all his lands and hereditaments as well leasehold as freehold and copyhold to his mo- ther and her heirs for ever, in the fullest confidence that she would devise ". Finch, 15Ves. 43; Mur- cited 3 Cro. 550; and Bedwell v. less u. Franklin, 1 Sw. 13. Frome, cited 2 Cox, 97; Back v. An- (e) Ebrand v. Dancer, 2, Ch. Ca. 26 ; drew, 2 Vern. 120. Currant v. Jago, 1 Coll. N. C. C. 261. (i) Ebrand v. Dancer, 2 Ch. Ca. 26; (/) Beckford v. Beckford, Loft. 490; S. C. 1 Coll. N. C. C. 265, n. Kilpin V. Kilpin, 1 M. & K. 536, 542. {k) Lloyd v. Read, 1 P. Wms. 608. [See Anon. Wallace, jr. 107 ; and note.] Q) Kilpin •;;. Kilpin, 1 M. & K. 520 ; (g-) Gilb. Lex. Prffit. see Currant v. Jago, 1 Coll. N. C. C. (fe) 2 Mad. Ch. Pr. 145; 2 Sugd. V. 261, 265. 6 P. 148 ; see Lady George's case, ' A purchase by a father in the name of a son is prima, facie an advancement. Page V. Page, 8 N. H. 86; Partridge v. Havens, 10 Paige, 618; Stanley v. Bran- non, 6Blackf. 194; Knouff r. Thompson, 16 Penn.'St. 357; Dennison «. Goehring, 7 Barr. 182, note; Taylor v. James, 4 Desaus. 6 ; Bodine t). 'Edwards, 10 Paige, C. 504; Fleming v. Donahoe, 5 Ohio, 255; Astreen v. Flanagan, 3 Edw. Ch. 279; Taylor v. Taylor, 4 Gilm. 303; Tremper v. Barton, 15 Ohio, 418; Stanley Brannon, 6 Blackf. 193; Thompson v. Thompson, 1 Yerg. 97; Dudley «. Bos- worth, 10 Hump. 12; Jackson v. Matsdorf, 11 John. R. 91. In Baker v. Vining, 30 Maine, 121, a deed was taken in the name of a son, he and his father ad- vancing the money, but the proportion which each paid was uncertain, and the Court refused to establish a resulting trust. OR PRESUMPTIVE TRUST. 137 and though the point did not call for decision, the case of the grand- children was treated throughout as being on the same footing with respect to advancement as that of children, without reference to the death of their father.(Z) This doctrine of advancement obtains equally in the case of a pur- chase by a husband in the name of his "wife,"(w2) and the rule is the same, where the names of children are joined in the conveyance with that of the wife.(M) However, the relationship between brothers is not of such a charac- ter, as to raise the presumption, that a purchase by one brother in the name of another was intended as an advancement, and not a trust for the benefit of the purchaser. Therefore where a testator inserted his brother's name in the renewal of a lease, for which he alone paid the fine and rent, there (would clearly have been a result- ing trust for the testator, had not the brother produced evidence to show, that it was the testator's intention, that he should take bene- ficially.(o) And this case has been recently followed by a similar decision, where a mortgage security had been taken by one brother in the name of another.(^) Again, where the nominee stands in the relation of "mother" or "nephew" to the real purchaser, no presumption will arise from such relationship of any intention that those parties should take beneficially, unless indeed the purchaser has placed himself in loco parentis to the *nominee •,{q) but the general rule will pre- [*99] vail, and they will prima facie hold as trustees for the pur- chaser, (r) It appears to be still an unsettled question, whether the rule in favor of the advancement of the child shall prevail, where the con- veyance is taken by the father in his own name and that of the child jointly.^ {I) Kilpin V. Kilpin, 1 M. & K. 520 ; 58. [So of sisters, Kenton v. Cobb, 1 see Currant v. Jago, 1 Coll. N. C. C. Dev. Ch. 439; see Fields v. Lonsdale, 261, 265. 14 Jur. 996. 13 Beav. 78.] (m) Glaister v. Hewer, 8 Ves. 199, {p) Benbow v Townshend, M. & and 9 Ves. 12; Benger v. Drew, 1 P. K. 506; and see Skeats v. Skeats, 2 N. Wms. 780. [Astreen v. Flanagan, 3 C. C. 9. Edw. Ch. 279; Guthrie v. Gardner, 19 (g) See Currant v. Jago, 1 Coll. N. C. Wend. 414; Jencks «. Alexander, 11 C.263. [See Jackson u. Feller, 2 Wend. Paige, 619.] 465, case of a nephew.] (n) Kingdon v. Bridges, 2 Vern. 67; (r) Lamplugh, v. Lamplugh, 1 P. Back V. Andrew, ib. 120; Dumraer u. Wms. ill: Taylor v. Alston, 2 Cox, Pitcher, 5 Sim. 35; and S. C. 2 M. & 97; cited Edwards v. Fidel, 3 Mad. K. 262, 272. 237. (o) Maddison v. Andrew, 1 Ves. sen. ' Where a father paid the purchase money for land and had the bond for title made to himself and his son jointly, it was held in Tennessee to be an equitable 138 tkusteeS by eesulting In the case of Scroope v. Scroope(s), this point was decided in favor of the child ; but there the circumstances of the son not being provided for seems to have been considered material. (s) In a subsequent case, v^here a copyhold had been purchased, and the surrender taken to the purchaser and his wife and daughter and their heirs ; and the purchaser afterwards mortgaged the whole es- tate and died : the purchase was considered an advancement for the benefit of the wife and daughter, and a bill filed by the mortgagee to obtain the benefit of his security, was accordingly dismissed. (. Peachy, 2 Atk. 256. Ves. 10; Dummer v. Pitcher, 5 Sim. {h) Cook ■«. Fountain, 3 Sw. 591. ^1) It may be observed that where a gift is made by will, that of itself sup- poses a consideration ; and though no use or trust be expressed, both the estate, and the use, will pass to the donee ; and it cannot be averred to be to any olher use, than to the use of the donee. See 1 Pow. Jarm. Dev. 208. (2) It is scarcely necessary to repeat here, that as a general rule, equity will not recognise the title of a volunteer unless it be completely executed ; and therefore if the grant be not formally and legally executed, or if owing to its loss or destruction or any other reason it becomes necessary to have recourse lo equity to put him in possession of the estate, the court will not interfere. See Cook V. Fountain, 3 Sw. 591, 3; Cecil v. Butcher, 2 J. & W. 565; and see this subject considered ante, Part I., Div. I., Chap. II., Sect. 5. ' Philbrooke v. Delano, 29 Maine, 410. Here the grantee was father-in-law to the grantor; but no stress was laid on the connexion. 1 OR PRESUMPTIVE TRUST. 149 cases to establish a trust against him, by showing, that it was the intention of the parties at the time, that he should take as a trustee for the grantor, and not for his own benefit, (i) For this purpose the best and most complete evidence will be either a written admission of the trust by the volunteer, or a similar declaration of trust by the donor made either previously to or con- temporaneously with the transaction. Where the deed contains no power of revocation, no subsequent disposition or declaration by the grantor is admissible for the purpose of establishing the trust.(^) But parol declarations cannot be received in evidence with this object; for in these cases there exists no resulting or presumptive trust, and the admission of such evidence would be for the purpose of contradicting the written instrument, and establishing a trust by parol in the very teeth of the Statute of Prauds.(Z) However where the case is grounded upon the existence of actual or constructive fraud, allegations of which are contained in the bill, we shall see hereafter, that parol declarations will be received in support of those allegations, (m) *And where parol evidence has once been resorted to hy p^-j^n-i the defendant, with a view of disproving the plaintiif 's case , then, according to the general rules of evidence the plaintiff in his turn may have recourse to similar proofs for the purpose of rebut- ting that evidence, (w) In the absence of any direct admission or declaration of the trust, a variety of circumstances, arising from the nature of the transaction and the conduct and relative situation of the parties, will constitute ingredients of evidence, from which the court will infer it to have been the intention of the party, not to divest himself of the bene- ficial ownership by the execution of a voluntary conveyance. Thus the deed being made ex parte, and not being communicated to the donee, is a circumstance, to which much attention will be paid.(o) And it will be observed that this circumstance occurred in the case above mentioned of Duke of Suffolk v. Browne, and that decision may therefore thus be well accounted for. But in truth -the very meagre and imperfect report of the case renders it impossible to examine, or ascertain the principles, on which the Lord Keeper (i) Hutchins v. Lee, 1 Atk. 449; u. Whitley, 4 Russ. 423. [Philbrook «. Cook V. Fountain, 3 Sw. 585; Young Delano, 29 Maine, 410; Rathbun v. V. Peachy, 1 Atk. 256. Rathbun, 6 Barb. S. C. 105.] {k) Clarering v. Clavering, 2 Vern. (m) See next chapter, Young j). Pea- 473 ; Lady Hudson's case, cited ib. 476; chy, 2 Atk. 256; Pitcaime v. Ogbourae, Birch V. Belgrave, Ambl. 266. 2 Ves. 375. {I) Taylor v. Taylor, 1 Atk. 386 ; and (n) Dyer u. Dyer, 2 Cox. 93, 4. [Steere see Fordyce v. Willis, 3 Bro. C. C. 576; v. Steere, 5 J. C. R. I.] see Dyer v. Dyer, 2 Cox. 93, 4; Leman (o) Cecil v. Butcher. 2 J. & W. 573. 150 TRUSTEES BY RESULTINff rested his decision ; and it therefore cannot be looked upon as a very sufficient authority on the general principle of law involved in it.(^) So where the grantor continues in possession of the property, and to exercise acts of ownership over it;(5') and more especially if the grkntee recognise him as the owner ;(r) or acquiesce for a long period in being deprived of the benefits, conferred on him by the deeds ;(s) all these facts will tend materially to establish the pre- sumption, that a trust was intended. Evidence of this nature will be admitted for the purpose of esta- blishing a trust against the volunteer, though connected by relation- ship with the grantor; but in those cases, especially where the relationship is a near one, such as between father and son or husband and wife, it seems that the presumption in favor of the grantee's title is stronger, than where he is an entire stranger ; and the evidence to displace it must therefore be also proportionably stronger, (i) But even where the voluntary grant was from a father to a child, the fact of the child having been previously advanced, when joined with other circumstances, has been considered to indicate an inten- tion, that the child should take only as a trustee.(M) In like manner where it is proved, that a voluntary conveyance was made ; only to answer a particular purpose ; that even as between a parent and child exclude the presumption, that an ad- vancement was intended for the child ; and a trust will result for the benefit of the grantor.(a;) Thus in an early case, a father being seised in joint-tenancy of one-third of a real estate, conveyed his third in consideration of natural love and afiection to himself for life, with remainder to his wife for life, and then to his own son the defendant in fee : it was proved r*1 0Q1 *^^* *^^ ohject of the * conveyance was to sever the joint-tenancy. The bill was filed by a daughter, who claimed a legacy, charged on the same real estate by a will, made by the father subse- quently to the conveyance. And the Lord Chancellor declared that if the entire fee had been conveyed to the son he would have taken it to le a trust in the son ; but as it was limited to the father and mother for life, and then to the son in fee he could not take it to be a trust.(2/) This decision evidently proceeded upon the conclusion, (p) Free. Ch. 80. 646 ; Drummer v. Pitcher, 2 M. & K. (g) Barlow v. Heneage, Prec. Ch. 273; and Dyer v. Dyer, 2 Cox, 93. 211; Birch v. Blagrave, Ambl. 264; (u) .Birch ■«. Blagrave, Ambl. 265. Cook V. Fountain, 3 Sw. 593. (x) Cecil v. Butcher, 2 J. & W. 565, (r) Cook V. Fountain, 3 Sw. 593. and cases cited. («) Platamore v. Staple, Coop. 253 ; (i/) Baylis v. Newton, 2 Vern. 28. (i) See George v. Howard, 7 Price, OR PRESUMPTIVE TRUST. 151 that those limitations showed, that the conveyance was not executed solely for the purpose of severing the joint-tenancy. In like manner where a bond for a sum of money was executed by a father in favor of one of his daughters, for the purpose of avoid- ing the tax on his property, and that purpose seems to have been recognised by the daughter, who was provided for equally with the other children without the bond : and the bond had always remained in the father's possession. The Lord Keeper held it to be a trust for the father, and decreed the bond to be set aside.(3) So in another case a father made a secret conveyance of real es- tate to his daughter in fee ; but retained possession of the deed, and also of the estate, and subsequently devised it to the plaintiffs. The daughter had been previously provided for on her marriage ; and it was proved, that the conveyance was made hy the father in order to disqualify himself from being Sheriff of London. However this purpose was not acted upon, and the father afterwards paid the fine for not serving the office of sheriff. Under these circumstances Lord Hardwicke held, that the conveyance could not prevail against the father's intention ; that the will passed the trust, and the plaintiffs were therefore entitled to a conveyance of the legal estate from the heirs at law of the daughter, (a) If however the purpose, for which a conveyance is proved to have been made, be illegal ; and the court, by giving effect to a trust in favor of the conveying party, would assist in defeating the policy of the law ; it will refuse to interfere, and will leave the parties to the remedies if any, which they may have at law. Therefore in the preceding case (Birch v. Blagrave), if the father in consequence of the conveyance had taken the oath, that he was not worth £15,000, and had thereby obtained exemption from ser- ving as sheriff, the court would have refused to establish the trust, for " that would have been against conscience, and in fraud of th^ law."(6) And where a conveyance is executed for the purpose of creating a colorable qualification to sit in the House of Commons ;(c) or to kill game •,{d) if that purpose has been answered, the court will refuse to interfere on either side ; either for the purpose of enforcing a trust in favor of the father, or establishing the conveyance on be- half of the son.(e) (s) Ward v. Lant, Prec. Ch. 182. (d) Roberts v. Roberts, Daniel, 143 ; (a) Birch v. Blagrave, Ambl. 264 ; Brackenbury v. Brackenbury, 2 J. & W. and see Gaskell v. Gaskell, 2 Y. & Jerv. 391 ; Cecil v. Butcher, ib. 565. 502. (e) See Brackenbury v. Brackenbury, (b) Birch v. Blagrave, Ambl. 266. ubi supra; Cecil u. Butcher, ubi supra. [See ante, 93, note 2.] [See Fields t;. Lonsdate, 13 B.eav. (c) Col. Pitt's case, cited Ambl. 266 ; 787.] Curtis V. Perry, 6 Ves. 747. 152 TRUSTEES BY RESULTING The case of "Ward v. Lant may perhaps appear at first sight not to be in accordance with this doctrine ; but it will be seen on exami- nation that the daughter there had recognised the purpose for which P1101 *^^ ^^^^ had *been executed, and it would therefore have ^ been fraudulent and inequitable for her to have enforced payment of it to herself.f/) Where however the purpose contemplated by the deed, though illegal, or such as the court would not sanction, is abandoned, or not acted upon hy the parties ; it seems that the court will not recognise that purpose, as evidence of an intention, that the donee should not take beneficially; and on that ground will establish the trust in favor of the grantor. Or at any rate it will interpose so far, as to grant an injunction against suing on the deed at law until the hear- ing of the cause. (^) It very frequently happens that the voluntary deed remains in the possession of the party, by whom it is made, and is not acted upon during his life. This when joined with other circumstances as in Birch V. Blagrave will assist, and very materially assist, the court to the conclusion, that the party did not intend to divest himself of the beneficial interest in the property by the execution of the deed ; but whether it will of itself have this effect, appears to be a matter of doubt.' In the case of Naldred v. Gilham,(A) where a woman made a voluntary settlement in favor of a nephew without power of revoca- tion hut she kept it in her own possession, and subsequently burned it, and made another settlement of the same property on a difierent nephew and delivered it to him ; Lord Chancellor Parker refused to establish the first deed against the party claiming under the second. And this decision seems to have proceeded principally on the ground, that, the aunt's having kept possession of the first deed, showed that she did not intend to be bound by it. However it is to be remarked, that the only evidence of the first deed was a copy surreptitiously obtained by the plaintifi", and the fraudulent nature of that proceed- (/) Ward V. Lant, Piec. Ch. 182. {h) Naldred ■«. Gilhara, 1 P. Wms. 577. (g-) Birch 1^. Blagrave, Ambl. 262; Platamore v. Staple, Coop. 250. ' In Souverbye v. Arden, 1 J. C. R. 240, it was held by Chancellor Kent after a full discussion of the authorities cited in the text, that a voluntary settlement was always binding on the grantor, when fairly made, unless there were clear and decisive proof that he never parted or intended to part with the possession of the deed ; and that there must be other circumstances besides the mere fact of retention, to show that it was not intended to be absolute. So in Tolar v. Tolar, 1 Dev. Eq. 456, it was held that where a voluntary deed to a son fairly obtained, afterwards gets out of the donor's possession and is destroyed, that equity would compel a second conveyance to be executed. OB PRESUMPTIVE TRUST. 153 ing had evidently considerable influence upon the Lord Chancellor's judgment. (A) So in Cotton v. King,(i) Lord Chancellor King said, " that if Lady Cotton had executed the deeds, and kept them in her own cus- tody, and they had been got from thence, I do not think she should have been bound by them." This however was a mere dictum, as the case went off on another point :(i) and it will be observed in this case also, that fraud in of)taining possession of the deed formed a material item in the Lord Chancellor's proposition. In Uniacke v. Gi\es,{k) an aunt made a voluntary deed, assigning a chose in action to a trustee for her nephew to take effect after her death. The nephew was made acquainted with the transaction ; but the deed remained in the possession of the donor, who afterwards destroyed it, and made a new one giving the interest to another per- son. The bill was filed by the nephew against the representative of the trustee to establish the first deed. But the Lord Chancellor of Ireland held, that whether the deed contained a power of revo- cation or not, and however formally it was executed, its retention in the custody of the donor made it revocable, and he therefore dis- missed the bill.(A) In all these cases it will be observed, that the party claiming un- der the *first voluntary deed was a plaintiff seeking the aid of equity to enforce his claim : without entering therefore ^ J into the question of the validity of the deed, the court may well have refused to grant the relief prayed, on the general principle that equity will not interfere, to enforce or complete the title of a volunteer.(Z) On the other hand authorities are to be found of a contrary ten- dency ; and which show that the retention of the deed by the grantor will not of itself affect its operation. Thus in Barlow v. Heneage,(m) a voluntary settlement by a father on his daughters was established against a subsequent will, although the deed had remained in his possession, and the profits of the estate had been received by him up to his death, (m) And in Clavering v. CIavering,(n) where a voluntary settlement had been made in favor of a grandson, and some years afterwards another settlement of the same estate in favor of a son ; the court refused to relieve the son against the first settlement ; although that deed had never been published, and was only discovered after the death of the settlor amongst his papers: and he had frequently recognised the second deed as the settlement of the property.(w) (A) Naldred v. Gilham, 1 P. Wms. (0 See Cook v. Fountain, 3 Sw. 591; 577. Cecil v. Butcher, 2 J. & W. 565, 573. (i) Cotton D. Xing, 2 P. Wms. 358; (m) Barlowu.Heneage, Prec.Ch.211. King V. Cotton, ib. 674. (n) Clavering v. Clavering, 2 Vern. (A) Uniacke v. Giles, 2 Moll. 267. 473. 154 TRUSTEES BY RESULTING So in Boughton v. Boughton,(o) Lord Hardwicke decided, that a voluntary settlement without a power of revocation, which had been kept by the settlor in his possession, was not revoked by a subse- quent will.(o) In the case of Eoberts v. Roberts,(^) in the Exche- quer the observations of the Lord Chief Baron tend strongly to the same effect.(^) And in Brackenbury v. Brackenbury,(g) Lord Eldon refused to relieve a devisee against the effects of a voluntary settle- ment, which had remained in the possession of the grantor without being made use of up to the time of his death ; although the party claiming under the deed had fraudulently obtained possession of it from the devisee.(9') In, these cases also it is to be remarked, that the question was raised and the relief sought by the volunteers claiming under the subsequent disposition against the prior volunteers, and the refusal of the court to interfere may therefore be also referred to the same rule against interposing in favor of volunteers. It may be observed, that wherever the circumstances of the case are such as to create a resulting trust upon a voluntary grant, the relief will be given equally whether the bill to establish the trust be filed by the grantor himself,(»') or by his heir or devisees or his per- sonal representatives after his death, (s) The whole of the authori- ties on this subject have been collected, and the principles on which they proceed, considered by Sir Thomas Plumer, M. R., in his judgment in the case of Cecil v. Butcher.(f) That learned judge there says, "they have not depended singly upon the question, whether the party has made a voluntary deed ; not merely upon whether, having made it, he keeps it in his own possession ; not merely upon whether, it is made for a particular purpose ; but when r*l 1 21 ^^^ *these circumstances are connected together ; when it is voluntary, when it is made for a purpose, that has never been completed ; and when it has never been parted with ; then the courts of equity have been in the habit of considering it as an imperfect instrument. If it was understood between the parties, that it should only be kept in readiness to be used, if wanted ; or if it is made ex parte, and never intended to be divulged to the grantee, unless the particular purpose requires it ; the question is, whether there is not & locus penitentice ; if under such circumstances, the grantee fur- tively gets possession of the deed, though it is good at law, yet he has obtained it contrary to the intention of the grantor, who never (o) Boughton V. Boughton, 1 Atk. (s) D. of Norfolk v. Browne, Prec. 625. Ch. 80 ; Young v. Peachy, 2 Atk. 254 ; (p) Roberts «. Roberts, Daniel, 143. Birch i;. Blagrave, Ambl. 264. (5) Brackenbury v. Brackenbury. 2 (J) Cecil v. Butcher, 2 J. & W. 565, J.&W. 391. ' 73. (r) Cook V. Fountain, 3 Sw. 565. OK PKESTTMPTIVE TKUST, 155 meant him to have it ; and will not a court of equity, at least refuse Mm its assistance ? This principle ■will be found to pervade all the cases. It may perhaps, when the transaction is known to both par- ties, rest upon the supposition of a collateral agreement between them, that the deed should not be used — should not be called forth into life, unless wanted for the special purpose, and that the deed being executed on the faith of that agreement, it is contrary to good conscience and equity to call for it, and apply it beyond the purpose for which the grantee knew it to be intended." In the case, with reference to which these observations were used, a conveyance had been made by a father to his son, to qualify him to shoot. The deed remained in the father's possession, was never communicated by him to the son, and was afterwards lost. On that ground the son filed his bill to establish the conveyance ; but the court refused to interfere, and left him to what remedy he might have at law.(i) It is to be observed, that if the intention of the party at the time of making the deed was to benefit the person taking under it, a sub- sequent change of that intention cannot have the effect of altering the nature of the transaction, so as to convert the donee into a trustee for the author of the deed, for volunteers subsequently claiming under him.(M) However a subsequent disposition of the property by will would raise a case for election against the donee, if he claimed any benefit under the will. (a;) Where any valuable consideration is expressed in the deed itself the court will not look narrowly into the consideration ; and espe- cially between father and son the slightest consideration (such as a person joining in a conveyance), will be sufiBcient to support a con- veyance even against creditors ; and a fortiori will suffice to pre- vent a resulting trust.(?/) Where the conveyance is expressed in the deed to be for a valua- ble consideration, parol evidence cannot be received for the purpose of showing that the purchaser was intended to be merely a trustee for the vendor. But if it be proved, that the purchase money was not paid, the vendor will have a lien on the property for the amount.(z)* (0 Cecil V. Butcher, 2 J. & W. 565, 73. (j/) Middleton v. Ld. Kenyon, 2 Ves. (u) Lady Hudson's case, cited 2 jun. 410; 2 Sugd. V. & P. 262. Vern. 476; Birch u.Blagrave,Ambl. 266. (a) Leman d. Whitley, 4 Russ. 423. (x) Cecil V. Butcher, 2 J. & W. 578 ; [See the remarks of Judge Story on Dummer v. Pitcher, 2 M. & K. 262. this case. Eq. Jur. § 1999, note 2.] ' Wilkinson v. Wilkinson, 2 Dev. Eq. 376 ; Philbrooke v. Delano, 29 Maine, 410; Eathbun v. Rathbun, 6 Barb. S. 'C. 98. In the last case it was also held, that a covenant of warranty would estop the grantor in an alleged voluntary deed from claiming a resulting trust, even if parol evidence were admissible in such case. Squire v. Harder, 1 Paige, Ch. 494, accord. 156 TRUSTEES BY RESULTING According to the circumstances of the case as established in evi- dence, a resulting trust for the donor may be supported as to part of the property, which is the subject of a voluntary grant, and not supported as to the remainder.(a) r*11 ^1 *-^'^^ where the grantor has made out in evidence a case -■ for a trust against the grantee, it is of course open to the lat- ter to rebut that case, if he can, by counter evidence of his own. And for this purpose parol declarations are clearly admissible; for their object is, to support and not to contradict the legal title and the deed.(J) Such evidence may also be drawn from other circum- stances such as the nature of the property, apd the conduct, and situation of the parties, and also the provisions of the deed. Thus in Cook v. Fountain,(c) a voluntary grant of a rent-charge de novo to a stranger was considered to be inconsistent with an inten- tion, that it should be held in trust ; and the deliberation with which the grant was executed in that case, seems also to have influenced the court in deciding against the existence of any trust, although a trust was established in the same case with respect to a grant of leases. (c) And in Baylis v. Newton,(cZ) a father being seised in fee of an undivided third of an estate, made a voluntary conveyance to himself for life, with remainder to his wife for life, and then to his son in fee. It was proved, that the conveyance was made in order to sever the joint-tenancy, which according to a principle above stated, was sufficient to create the presumption of a trust against the son ; but on the other hand the express limitation by the father to himself for life, was considered to be inconsistent with an intention on his part to take the whole by a resulting trust, and the son was conse- quently held to be beneficially entitled. (cZ) However proof of the affection entertained by the grantor for the grantee, and of his intention to provide for him, or other general proofs of that nature, are of too vague and loose a description to dis- place a trust, which has been otherwise previously established in evi- dence upon a voluntary grant, (e) It may be observed that the court will not give effect to any trust upon a voluntary conveyance, in evasion of an act of parliament, such as the Ship Registry or Bankruptcy Acts, or otherwise in con- travention of public policy. (/) (a) Cook V. Fountain, 3 Sw. 585. (d) Baylis v. Newton, 2 Vern. 28. (6) Lake v. Lake, Ambl. 127. (e) Cook v. Fountain, 3 Sw. 590, 1. (c) Cook V. Fountain, 3 Sw. 596, 7. (J) Curtis v. Perry, 6 Ves. 746. OR PRESUMPTIVE TRUST. 157 III.— WHERE THERE IS A VOLUNTARY DISPOSITION OF PROPERTY UPON TRUSTS, WHICH ARE NOT DECLARED, OR ARE ONLY PARTIALLY DE- CLARED, OR FAIL. There is no equitable principle more firmly established, than that, where a voluntary disposition(l) of property by deed' or will is made to a person as trustee ; and the trust is not declared at all f or is in- effectually declared f or does not extend to the whole interest given to the trustee ;" *or it fails either wholly or in part by lapse rif-,-,A-, or otherwise ;' the interest so undisposed of will be held by ■- ^ the trustee not for his own benefit, but as a resulting trust for the donor himself or for his heir-at-law or next of kin according to the nature of the estate. And to this head by far the most usual cases of resulting trusts are to be referred. (^f) In all these cases all that the court requires, for the purpose of esta- blishing the resulting trust, is a plain declaration on the face of the instrument, that the person to whom the property is given is to take it in trust. Where the gift is expressly " in trust ;" or the do- nees are mentioned in the instrument as "trustees;" the point is clear against them : so clear indeed that parol evidence would be in- admissible in support of their claim to the beneficial interest. (A) However any other expressions clearly indicating an intention, that the party should take as trustee, will be sufficient. " If the whole frame of the will," says Lord Eldon, " creates a trust, for the par- ticular purpose of satisfying which the estate is devised, the law is the same, though the word 'trust' is not used."0 (2) (g) Morice D. Bishop of Durham, 10 Wms. Exors, 904, 1 Jarm. Pow. Dev. Ves. 537 ; Paice v. Archbp. of Canter- 506. bury, 14 Ves. 370. (i) Morice v. Bishop of Durham, ubi (A) Gladding v. Yapp, 5 Mad. 59; 2 supra; King u. Denison, 1 V. & B. 273; vide supra, Division I., Ch. II., S. 2. (1) Where there is a conveyance or settlement for valuable consideration, this principle vi^ill not be applied so as to defeat the operation of the deed. There- fore, where in a marriage settlement a terra of ninety-nine years was limited to trustees, but no trusts were declared, and subsequently to the term an estate tail was given to the settlor's son, Lord Hardwicke held, that there was no resulting trust of the term for the settlor and his creditors, as that would render worthless the son's estate tail ; but that the term was in trust to attend the inheritance. Brown v. Jones, 1 Atk. 188. (2) The legal title of an executor to the residue, remaining undisposed of by the will, was never favored by courts of equity, and the slightest circumstance would be taken hold of for the purpose of converting him into a trustee for the next of kin. The law on this subject has been altered within the last few years ■See Stevens t;. Ely, 1 Dev. Eq. 493. "Post, 118. 2 Post, 114. ^ Post, 134. 3 Post, 116. 158 TKUSTEBS BY EBSULTIN& And first with respect to those cases, where the trust is not de- clared at all. It has been said by Lord Eldon, that " if a testator expressly says, he gives upon trust, and says no more, it has been long established, that the next of kin will take."(A:) And it seems that this rule of construction will apply with equal or even greater force to gifts by deed, as well as those by will.(Z) The same rule prevails, where the gift is upon trusts or for purposes to he thereafter declared ; and no declaration is made:(?w) although Lord Eldon has said, that in such cases it would perhaps originally have been as well to have held, that the person, to whom the pro- perty was given, should take it.(ji) (1) In these cases it is immaterial that the subject of such a gift is a particular or partial interest, reserved or created out of a larger es- tate, as for instance, a term of years, or a specified sum of money.(o) r*116l *And it is to be observed, that, as between the heir-at- law and next of kin of the donor, there will be no equita- ble conversion of the property, which thus remains undisposed of. Therefore where it consists of a term of years carved out of the fee, or of a portion of the money to arise from the sale of real estate, even where that money is directed to be treated as personal estate, the heir-at-law and not the next of kin of the testator will be entitled to the trust.(p) Thus where a person by deed conveyed his real estates to trustees, (A) 10 Ves. 527 ; Goodere v. Lloyd, 3 6 Hare, 148 ; Flint v. Warren, 12 Jur. Sim. 538 ; 2 Phill. 793. 810; 16 Sim. 124.] (Z) Brown 1). Jones, 1 Atk. 101; Sid- (n) Morioe «. Bishop of Durham, 10 ney v. Shelley, 19 Ves. 359 ; see Emb- Ves. 537. lyn V. Freeman, Free. Ch, 542. (o) Emblyn v. Freeman, ubi supra; (m) Emblyn 1). Freeman, Free. Ch. Collins r. Wakeraan, ubi supra. 542; Sheldon «. Barnes, 2 Ves. jun. (p) Emblyn d. Freeman, ubi supra; 447; Collins v. Wakeman, ib. 683. Collins d. Wakeman, ib.; 2 Pow. Dev. [Taylor t). Haygarfh, 14 Sim. 8; Onslow 32, &c., by Jarman; Sidney v. Shelley, V. Wallis, 13 Jur. 1085 ; Fitch v. Weber, 19 Ves. 358, vide post. by the statute 1 Will. IV. c. 40, which provides, that in future executors are to be deemed trustees of any residue, not expressly disposed of, for the next of kin, unless otherwise directed by the will. See 2 Wms. Exors. 898, 1st edit. Where the executor claims under a direct gift or limitation to 'hiTaselipersonally, and not merely as executor; the case is totally different, and the question, whether he will or will not take as a trustee, will depend on the general principles to be considered in the text. [See post, 123j n. 1 .] (1) In the early case of Martin v. Douch andOverton, atestator ordered 40i.to be paid to P. M., to be disposed of for certain uses, which he should in a private note acquaint him with, and died without giving any such note or direction ; and it was held by Sir Harbottle Grimstone, M. R., that P. M. should have the 40Z., as the testator did notintend it to come to the executors, Cas. Ch. 198 ; 3 Hare, 146, n. However this decision and the reasoning, on which it was founded, is clearly overruled by the later authorities. See the observations of Sir J. Wigram, V. C, in the case of Corporation of Gloucester v. Wood, 3 Hare, 146, 7. OR PRESUMPTIVE TRUST. 159 in trust to sell after his death for several purposes, and amongst others, that £200 should he disposed of as he should by a note ap- point; and he died having made no appointment. It was held that there was a resulting trust of the £200 for the heir-at-law. {q) And where a testator after giving several legacies, continued thus, " Item — after all my just debts and legacies paid, I give and be- queath the remainder of my estate real and personal and whatever shall be due to me for half-pay," &c., without saying more : it was considered that the intention thus manifested by the testator to dis- pose of the residue, though left inchoate, converted the executor into a trustee for the next of Hw.(r)(l) And so in another case, where a testator devised real estates to be sold, and the produce to be considered as part of his personal estate ; and after giving several legacies gave thereout £1,000 to his execu- tor, to be disposed of according to any instructions he might leave in writing : and he left no such instructions ; the heir was held to be entitled to the £l,000.(s) In like manner in the very recent case of Corporation of Gloucester V. 'Wood,(^) the testator James Wood made a codicil to his will in these words, " In a codicil to my will I give to the Corporation of Gloucester .£140,000. In this I wish my executors would give £60,000 more to them for the same purpose as I have before named." No other codicil or declaration of the purpose alluded to was found. By the will the executors were made residuary legatees, subject to the payment of debts and legacies. And it was held by Sir J. Wigram, V. C, that the corporation were precluded from taking either the legacy of £60,000 or that of £140,000, which therefore sunk for the benefit of the residuary legatees : and his Honor considered, that the fact of the donee's being a corporation made no difference for the purpose of this construction. (^) But where the disposition is by will, the court will not consider itself to be so strictly bound to adhere to the general rule ; and acccordingly it will refuse to decree a resulting trust even in favor of the heir, if it appear *to be contrary to the intention of ^^^ ^ „-. the testator, as collected from the general scope of the will. '- -^ (q) Emblyn v. Freeman, Free. Ch. (s) Collins v. Wakeman, 2 Ves. jun. 542. 683. (r) Bishop of Cloyne v. Young, 2 Ves. (t) Corporation of Gloucester ■«. Wood, sen. 91 ; see Langham v. Sanford, 17 3 Hare, 131. Ves. 435. [See Mapp v. Elcock, 2 Phill. 796.'] ( 1 ) Upon the same principle, where a residuary bequest was cancelled by draw- ing a line through it, and other alterations indicating an intention to change, it was held that there was a resulting trust for the next of kin. Mence v. Mence, 18 Ves. 348 J Skrymsher «. Northcote, 1 Swanst. 566. 160 TRUSTEES BY RESULTINa Therefore where there was a devise to trustees for ninety-nine years upon the trusts thereinafter expressed, and from and after the expiration or sooner determination of the term in strict settlement ; and no trusts of the term were declared ; Lord Eldon considered, that the intention was, to devise immediate estates subject to the term, and not future estates expectant on its determination, and he therefore refused to establish a resulting trust in the term for the heir, but decreed it to attend the inheritance according to the limi- tations of the will.(M) 2d. Where the trust is insufficiently or ineffectually declared, the effect will be the same, as if it had not been declared at all ; and a resulting trust will be provided that the imperfect declaration, though insufficient to establish the particular purpose contemplated, sufficiently prove it to have been the intention of the donor, that the donee should in no event be entitled to the beneficial interest.(a;) In what cases the court will establish a resulting trust upon an imperfect declaration of this description in opposition to the claim of the donee ; " is a question which must be decided upon the con- struction of the language of the instrument in each particular case."(y) One of the leading cases on this subject is that of Morice v. The Bishop of Durham, (2) which came before Sir William Grant, M. R., and subsequently on appeal before Lord Eldon. In that case the testatrix bequeathed all her personal estate to the Bishop of Dur- ham, his executors, &c., upon trust to pay her debts and legacies, &c. ; and to dispose of the ultimate residue " to such objects of benevolence and liberality as the bishop in his own discretion, should most approve of ;" and she appointed the bishop her sole executor. The Master of the Rolls held, that it was clear from the words of the will, that this was a gift upon some trust, and not for the per- sonal benefit of the bishop ; but that the trust was too indefinite for the court to execute even as a gift to charity, and that there was therefore a trust of the residue for the next of kin. And this decision was afterwards affirmed by the Lord Chancellor (Lord Eldon).(z) The next case is James v. Allen,(a) also before Sir William Grant; there a testatrix bequeathed all her personal estate to three persons, whom she appointed her executors " in trust to be by them applied and disposed of for and to such benevolent purposes as they in their integrity and discretion may unanimously agree on." And the (it) Sidney v. Shelley, 19 Yes. 352. (z) Morice v. Bishop of Durham, 9 (x) Morice V. Bishop of Durham^ 10 Ves. 399 ; S. C. on Appeal, 10 Ves. 522. Ves. 527, 537. (o) James v. Allen, 3 Mer. 17. (3/) Per Lord Cottenham in Ellis v. Selby, 1 M. & K. 298. OR PRESUMPTIVE TRUST. 161 Master of the Rolls decided, that this was a trust in the executors ; but that it was void for uncertainty, and therefore distributable among the next of kin.(a) In Vezey v. Janson,(6) the testator gave the residue of his estate to his executors upon trust, in default of appointment by him, " to pay and apply the same in or towards such charitable or public pur- poses as the laws of the land would admit of, or to any person or persons and in such shares, &c., as his executors should in their dis- cretion, will and pleasure think -fit." The case came before Sir John Leach, V. C, who decided, *that the trust was too r-;).-.-.!,-! general and undefined to be executed by the court ; that the ■- -■ executors could not take, because the^ gift was expressly made to them in trust; and the next of kin were therefore entitled. So in Fowler v. Garlike,(c) the gift was to executors " upon trust, to dispose of the same at such times, and in such manner, and for such uses and purposes, as they shall think fit ; it being my will, that the distribution shall be left entirely to their discretion." And Sir John Leach, M. R., was of opinion, that this was a plain trust, but too uncertain for the court too execute, and his Honor declared the next of kin entitled. (c) To these succeeded the cases of Ellis v. 8e\hj,(d) and Stubbs v. Sargon.(e) In the former case a testator gave a fund to his execu- tors upon certain trusts, and declared it to be his will, that on the failure of those trusts (an event which happened), his said trustees should pay and apply the fund to and for such charitable or other purposes, as they should think fit, without being accountable to any person whomsoever for such their disposition thereof. It was held first by Sir L. Shadwell, V. C, and afterwards on appeal by Lord Cottenham, C, that a trust was created, but so' indefinite an one, that it could not be executed. However there was no resulting trust, as the interest undisposed of fell into the residue.(c?) In Stubbs V. Sargon,(e) the testatrix endorsed a promissory note for £2000 to Sarah Sargon, and sent it to her with a letter in the fol- lowing terms : " The enclosed note of £2000 I have given to Sarah Sargon for her sole use and benefit independent of her husband, for the express purpose of enabling her to present to either branch of my family any interest or principal thereon, as the said Sarah Sar- gon may consider most prudent ; and in the event of the death of Sarah Sargon by this bequest I empower her to dispose of the said sum of £2000 by will or deed to those or either branch of the (o) James v. Allen, 3 Mer. 17. (rf) Ellis v. Selby, 7 Sim. 352; S. C. (6) Vezey v. Janson, 1 S. & S. 69. on Appeal, 1 M. & Cr. 286. (c) Fowler v. Garlike, 1 R. & M. 232. (e) Stubbs v. Sargon, 2 Keen, 255; S. C. on Appeal, 3 M. & Cr. 507. 11 162 TRUSTEES BY RESULTING family she may consider most deserving thereof. To enable Sarah Sargon my niece to have the sole use and power of the said sum of £2000 due to me by the above note of hand, I have specially en- dorsed the same in her favor." The case came before Lord Lang- dale, M. R., and afterwards on appeal before Lord Cottenham ; and both those learned judges decided, that the gift was in trust, but such a trust as could not be executed, and that the sum secured by the note constituted part of the testatrix's estate, (e) In all the cases, that have been mentioned, the declaration of the particular trust was considered to be insufficient from the uncer- tainty of its nature and objects ; but the intention that the donees should in no case be entitled to the beneficial interest was notwith- standing thought to be sufficiently apparent, and they were conse- quently decreed to take the property as trustees by resulting trust. However no resulting trust will be raised and established against the donees, unless the testator has sufficiently expressed his inten- tion, that they should take only in trust for others.' Thus in Gibbs v. Rumsey,(/) a testatrix gave " all the rest and residue of the moneys arising from the sale of my said estates, and all the residue of my personal estate, after payment of my debts, r*1 1 81 ^6g^°i^s> ^^-i *uiito my said trustees and executors to be disposed of unto such person and persons, and in such man- ner and form, and in such sum and sums of money, as they in their discretion shall think proper, and expedient." And Sir Wm. Grant, M. R., decided, that there was no sufficient indication of an inten- tion on the part of the testatrix to create a trust, and that the resi- duary donees took the absolute beneficial interest to the exclusion of the heir-at-law and next of kin. It is to be observed, that in all these cases, as the claim of the donee is in accordance with the legal title, parol evidence of declara- tions by the donor, &c., will be admitted in favor of the donee for the purpose of rebutting the resulting trust ; and this even where the property is real estate ; ci fortiori such evidence is admissible, (e) Stubbs V. Sargon, 2 Keen, 255; (/) Gibbs i;. Rumsey, 2 V. & B. 294 ; S. C. on Appeal, 3 M. & Cr. 507. but see Ellis v. Selby, 1 M. & Cr. 297, 8. ' In Hughes v. Evans, 13 Sim. 496, a testator devised all bis freehold estates to his most dutiful and respectful nephew, E., " upon the trusts and for the uses following;" but did not declare any use or trust except as to one of his estates; and the Vice Chancellor held that, from the context of the will and of a codicil, by which a personal charge in favor of the testator's son, was imposed on E., there was no resulting trust in favor of his heir. Where a testator gave the residiie of his estate, afteir payment of debts and legacies, to his executors, "to be disposed of as they think proper," it was held, that the executors took bene- ficially, and that parol evidence was not admissible to show that they took in trust. Ralston v. Telford, 2 Dev. Eq. 253. OR PEESUMPTIVB TRUST. 163 where the property consists of personal estate.(5r) But if the donee be plainly and unequivocally declared a trustee in the instrument itself, then parol evidence will not be received for the purpose of contradicting that declaration. (A) 3d. Where a gift of property is expressed to be made for particu- lar purposes, and those purposes do not exhaust the whole beneficial interest ; the interest, ultra these purposes, will result to the donor ; if it clearly appear, that the donee was intended to take only in a fiduciary character. («)' However the authorities seem to establish, that this last is a some- what stronger case in favor of the beneficial title of the donee, than those, where the gift is expressed to be upon trusts applying to the entire property, but which are either not declared at all, or are insufficiently and imperfectly expressed. (1) (g) Gainsborough «. Gainsborough, 2 Gladding v. Yapp, 5 Mad. 59; Lang- Vern. 253; Walton v. Walton, 14 Ves. ham v. Sandford, 2 Mer. 17; vide post, 322; Langham v. Sanford, 17 Ves. p. 94. 435; and S. C. 2 Mer. 17. (i) 2 Jarm. Pow. Dev. 32. (A) Walton v. Walton, 14 Ves. 322; (1) Before the statute of 1 Will. IV. c. 40, the mere appointment of an execu- tor gave him prima facie a beneficial title to all the personal estate undisposed of. By that act the executor is converted into a trustee of any residue, not ex- pressly disposed of, for the next of kin, unless otherwise directed by the will. The act therefore does not apply to cases, where there is an express disposition of personal property upon trust or otherwise to a person, who is also appointed executor : and whether the gift in such case will or will not confer any bene- ficial interest must be determined according to the general principles of law, which are considered in the text. It is to be observed that Lord Eldon in the case of Dawson v. Clarke entirely discountenanced the position laid down by Sir Wm. Grant at the original hearing of that case: viz. that an Executor will be entitled as such to the surplus beneficial interest in personal property, which is expressly given either to himself or to some other trustee for purposes which do not exhaust the whole legal interest. See Dawson v. Clarke, 15 Ves. 415; S. C. 18 Ves. 254; and see Mullen v. Bowman, 1 Coll. N. C. C. 197; [Mapp v. Elcock, 2 Phill. 793; post, 123, n. 1; and Elcock v. Mapp, 3 H. L. Cas. 492, where Lord Eldon's doctrine is affirmed.] ' Huston V. Moore, 2 Binn. 387. In King v. Mitchell, 8 Pet. 326, a testator devised thus : " In case of having no children, I then leave and bequeath all my real estate at the death of my wife to W. K., son of my brother J. K., on condition of his marrying a daughter of W. and R. T., in trust for the eldest son or issue of said marriage, and in case such marriage should not take place" (then over). It was held that W. K. took no beneficial interest in the estate, but that there was a resulting trust for the heirs-at-law. In Shaeffer's Appeal, 8 Barr. 38, there was a devise to A. "for the sum of S6000— $1500 for her own legacy, and $1500 to B. for life," and the residue was disposed of, with the exception of $300. It was held that there was a charge of the whole amount, and that the undisposed of surplus, and the $1500 after the death of B., went at law to the heirs of the testator. 164 TRUSTEES BY RESULTING The question, whether the donee will or will not be entitled to the unexhausted beneficial interest, depends upon the following principle, as laid down by Lord Eldon in King v. Denison.(^) If the gift be to A. and his heirs, charged with the payment of debts, that is a gift to him for a particular purpose, but not for that purpose only. If the gift be upon trust to pat/ debts, that is a gift for the particu- lar purpose, and nothing more. The former is a gift of an estate of inheritance, for the purpose of giving the donee the beneficial inte- rest, subject to the particular purpose ; the latter is a gift for a par- ticular purpose, with no intention of giving any beneficial interest. r*1 1 m ^^^^^ therefore the whole legal estate *is given for the pur- pose of satisfying trusts expressed, which do not exhaust the whole, so much of the beneficial interest as is not exhausted belongs to the heir. But where the whole legal interest is given for a par- ticular purpose with an intention to give to the devisee of the legal estate the beneficial interest ; if the whole be not exhausted by that particular purpose, the surplus goes to the donee, as it is intended to be given to him. In illustration of this distinction it will be necessary to state a few of the leading cases ; showing first where a trust has been held to result, and secondly where not. In Hobart v. Countess of Suffolk, (Z) a testator devised his lands to three persons to the use of them and their heirs upon the trusts after mentioned. He then directed them upon the death of his wife to convey to certain persons the estates for life ; but made no disposi- tion of the remainder in fee. It was contended for the devisees, that the devise, being to them and their heirs upon the trusts after men- tioned, imported, that they should be trustees only for those pur- poses, and that when those estates were spent, it was to remain to them to their own use. But the Lord Chancellor held that a trust of the remainder in fee resulted to the heir.(Z) In another case where a testator devised his manors, advowsons, &c. to trustees, to pay his son 1,000Z. for life, and the rest of the profits to be laid out in land to be settled to certain uses after the son's death ; Lord Hardwicke held, that the right of presentation arising from the advowsons during the son's life was a fruit undis- posed of, and resulted to the heir.(m) The rule will be the same, though the interest thus partially dis- posed of consists of a particular portion, severed from the bulk of the property : as where a term of years is created for certain pur- (i) In King v. Denison, 1 V. & B. Q) Hobart v. Countess of Suffolk, 2 272. [See King v. Mitchell, 8 Peters, Vern. 644. 349.] (m) Sherrard v. Ld. Harborough, Ambl. 165. OR PRESUMPTIVE TRUST. 165 poses ■which do not exhaust it, the residue will result to the heir at law.(w)(l) Where there is a devise in trust to sell for the payment of debts oV other purposes and no more is said, it is clear that there will be a resulting trust of the residue for the heir. And this point is so clear at the present day against the trustees, that a claim by them is seldom made ; but the question in such cases generally arises between the heir and next of kin or residuary legatee. (o) In a late case a general gift of personal estate to A. B. and C, in trust to sell and apply the proceeds towards payment of debts, was followed by a devise of the real estate to the same persons on trust to pay debts, and subject thereto upon certain trusts for the benefit of B. and C. *and other persons; and A. B. and C. p.-,nm were appointed executors, hut there was no further disposi- '- -^ tion of the personal estate. It was held by V. C. K. Bruce, that A. B. and C. were not entitled beneficially to the personalty not re- quired for payment of the testator's debts. (^) However according to the observation of Lord Hardwicke, the general rule, that where land is given for a particular purpose, what remains after that particular purpose is satisfied, results, admits of several exceptions. (5) Thus where it appears from the words of the instrument, that the property is given subject to the particular purpose expressed, and not for the discharge of that purpose orily^ (according to the dis- tinction of Lord Eldon previously adverted to), the donee will take beneficially what remains after the satisfaction of that purpose. In Hill V. Bishop of London, (5) a testator devised a perpetual advowson to Grace Smith, " his honored mother-in-law," willing and desiring her to sell and dispose thereof to certain colleges. Upon the refusal of one, the ofier was to be made to another in a pre- scribed order. Lord Hardwicke observed, that " the devise amounted to no more than this, the testator gives the advowson to Grace Smith, (?i) Wych V. Packington, 3 B. P. C. (p) Mullen v. Bowman, 12 Law 44; Levet v. Needham, 2 Vern. 138. Journ. N. S., Chano. 342; S. C. 1 Coll. (0) Countess of Bristol v. Hunger- N. C. C. 197. [See Mapp v. Elcock, 2 ford, 2 Vera. 645 ; Holliday v. Hudson, Phill. 793 ; Elcock v. Mapp, 3 H. L. Car. 3 Ves. 210; Hill v. Cock, 1 V. & B. 492.] 173; 2 Jarm. Pow. Dev. 34, 77, and (5) In Hill v. Bishop of London, 1 cases there cited ; Robinson u. Taylor, Atk. 619; and see Walton v. Walton. 2 Bro. C. C. 589. 14 Ves. 322. (1) And so where there is a devise upon a contingency, and no disposition of the intermediate or ulterior interest ; the intermediate interest until the contin- gency happens, and, if it do not happen at all, the entire fee, will result to the heir-at-law. Williams v. Chilly, 3 Ves. 546; Attorney-General v. Bowyer, 3 Ves. 725; Nash v. Smith, 17 Yes. 29; Chalmers v. Brailsford, 18 Ves. 368. 166 TRUSTEES BY EESULTING but if such or such a college will buy it, then he lays an injunction on her to sell ; and therefore there are two objects of the testator's bounty, Grace Smith and the Colleges ;" and his lordship held that there was no resulting trust for the heir.(r) In King v. Demson,(«) the general doctrine was much discussed, trhere a testatrix devised her real estate to her cousin, Mary A. wife of R. A., and to her cousin Arabella J., and their heirs and assigns for ever, subject nevertheless to, and chargeable with, the payment of the annuities thereinafter mentioned ; and she then proceeded to give several annuities. Upon the question whether the devisees were trustees, after paying the annuities, for the heir-at-law. Lord Eldon held they were not ; his lordship considering the intention to be, that they took not merely for the purpose of paying those annuities, but beneficially subject to them.(s) It will be observed, that these were cases of a devise of real estate ; but the same rules will also be applied to bequests of per- sonal property, or to a general devise and bequest of both real and personal property, (i) In the case of Walton v. 'Walton(M) and Dawson v. Clarke,(M) Sir Wm. Grant decided in favor of the claim of executors to a residue undisposed of; but those decisions proceeded on the ground of their legal title ;(m) and when the latter case was brought before Lord Eldon on appeal, his lordship, though he affirmed the decision of Sir William Grant, rested his judgment on the terms of the gift, and not on the claim of the executor as such ; and the decision must therefore be regarded as an authority on the general question. (a;) *In Dawson v. Clarke, there was a general bequest to two '- J persons, who were appointed executors, their heirs, executors, &c., upon trust in the first place to pay, and charged and chargeable with all the testator's debts, &c., and legacies after given. And Lord Eldon applying the same principle, as that laid down in King v. Denison, decided, that this was not a bequest to the executors upon a trust to pay, but a gift to them of the absolute property, subject only to a charge. («/) In the recent case of Wood v. Cox,(2) a testatrix bequeathed all her personal estate to C, whom he appointed one of her executors, for his own use and benefit for ever, trusting and wholly confiding in (r) Hill V. Bishop of London, 1 Atk. {x) See Mullen v. Bowman, 1 Coll. 618. N. C. C. 197. [Mappij. Elcook, 2 Phill. (s) King V. Denison, 1 V. & B. 260. 793.] \t) Southouse V. Bate, 2 V. & B. 396 ; {y) Dawson v. Clarke, 18 Ves. 247; Mullen V. Bowman, 1 CoU. N. C. C. and see Southouse v. Bate, 2 V. & B. 197. 396. («) Wahon V. Walton, 14 Ves. 313 ; (z) Wood v. Cox, 1 Keen, 317; S. C. Dawson v. Clarke, 15 Ves. 247. on Appeal, 2 M. & Cr. 684. OR PRESUMPTIVK TRUST. 167 his honor, that he -would act in strict conformity to her wishes. Afterwards on the same day she executed another testamentary pa- per, containing a list of names of several persons with the sums to be given them, and concluding with a declaration, that such was her wish. Lord Langdale, M. R., at the original hearing held, that C. took no beneficial interest, but was a trustee of the residue for the next of kin ; but this decision was reversed on appeal by Lord Cotten- ham, who decreed C. to take the personal estate for his own use ab- solutely, subject to the payment of the legacies.(2!) Where the gift contains expressions, importing an intention to confer a benefit on the donee, it seems that that circumstance will have considerable weight for the purpose of rebutting the resulting trust. Thus where a testator made and constituted his dearly be- loved wife his sole heiress and executrix of his real and personal es- tate, to sell and dispose thereof at her pleasure, and to pay his debts and legacies. Lord Chancellor King held, that the wife was not a trustee for the heir-at-law as to the surplus of the real estate after payment of the debts and legacies. He said, that the terms of the devise in every respect placed the wife in the stead of the heir, and not as a trustee for him. (a) So the words "/ree and unfettered" attached to the strongest ex- pressions of trust have been considered to prevent a trust from at- taching to the gift. (6) And in Wood v. Cox(c) the fact, of the gift being expressed to be made to the donee "for his own use and bene- fit for ever," appears to have had very considerable influence upon Lord Cottenham in arriving at the decision, that there was no re- sulting trust in that case. Upon the same principle expressions of kindness and afTection, — as where the gift is, to " my dearly beloved wife," have been con- sidered to support the inference, that a beneficial gift was intended.((i) And even where the donee is merely described by the relationship, as "my cousin," or " my brother," it seems, that such a description will not be without its effect, as evidence of the intention to confer a benefit.(e) However, it is not probable that such a circumstance would of itself be allowed to have much effect at the present day.(/) Personal circumstances, such as the relationship between the par- (2) Wood V. Cox, 1 Keen, 317; S.C. (d) Rogers v. Rogers, 3 P. Wms. on Appeal, 2 M. & Cr. 684. 193. (o) Eodgers v. Rodgers, 3 P. Wms. (e) Cunningham v Mellish, Prec. 193. Ch. 31; King k. Denison, 1 V. & B. (6) Meredith «. Heneage, 1 Sim. 555. 274. (c) Wood V. Cox, 2 M. & Cr. 692. (/) See 2 Jarm. Povir. Dev. 38. [King V. Mitchell, 8 Pet. 326.] 168 TRUSTEES BY KESULTINQ r*1221 *'^^' *^'^^ ^^^ qualifications of tlie donee to discharge the office of trustee, will also be taken into consideration, for the purpose either of supporting or rebutting the trust in these cases. Thus in Hobart v. Countess of Suffolk,(^) the fact of the devise being to three persons, two of whom were relations to the testator, and the other a stranger, was adverted to by the court in deciding in favor of the trust. (^) And the donee's being an infant or married woman, and therefore unfitted to discharge the duties of a trustee, will have some weight with the court in a doubtful case.(A) But where from the whole con- text of the instrument a trust is created, those circumstances alone will not have the effect of repelling it.(«) In Williams v. Jones(^) the fact, of a child being appointed execu- trix, was considered by Sir Wm. Grant, M. R., to be a very strong circumstance in favor of her claim, to take the residue beneficially. He there says, " A very little evidence in aid of that circumstance is sufficient. It is almost sufficient of itself, without any evidence, to justify the conclusion. "(A;) And so in the recent case of Cook v. Hutchinson(Z) a father, an old man eighty years of age, made an in- denture between himself and his son, which recited, that the father was desirous of settling the property therein comprised, so as to make the same a provision for himself during his life, and for his wife and her children by him after his decease, and then released and assigned the property to the son, his heirs, executors, &c., to hold upon to and for the trusts intents and purposes thereinafter declared concerning the same. The father proceeded to declare the trust of part of the property in favor of his wife, a daughter, and a niece ; but no trust was declared as to the surplus. And it was held by Lord Langdale, M. R., considering the relation between the parties, and the object and purport of the instrument, that the surplus did not result to the grantor, but belonged beneficially to the son.(Z) It will be observed that the question in this last case arose upon the construction of a deed. The presumption in favor of a resulting trust is stronger in the case of a deed, than of a gift by will, which of itself implies bounty, and will be treated with greater latitude of construction. (m) The decision in Cook v. Hutchinson must therefore be looked upon as a strong authority against, the existence of a resulting trust, in case of a pairtial disposition of the beneficial interest, where the donee is a child of the donor. The fact, that one portion of the property is given to persons as (g-) Hobart v. Countess of SufTolk, 2 (i) King v. Denison, 1 V. & B. 275. Vern. 644. W Williams v. Jones, 10 Ves. 83. (fe) Blinkhorn v. Feast, 2 Ves. sen. (0 Cook v. Hutchinson, 1 Keen, 42. 27; Williams v. Jones, 10 Ves. 77. (m) Sidney v. Shelly, 19 Ves. 358. OR PRESUMPTIVE TRUST. 169 trustees, does not necessarily involve a presumption, that the rest is to be held by them upon trust ; where the gift of that part, which is clearly a trust, is separate and distinct from the gift of the residue.(«) And so where distinct gifts of real and of personal estate are con- tained in the same will, and the circumstances are such, as to make the donees of the personalty trustees for the next of kin ; it does not follow that the devisees of the real estate shall also hold in trust for the heir-at-law, although the same expressions may be attached to the gift in both cases, (o) *But where there is a gift jointly to several persons, and r^-. 031 one of them is clearly a trustee, the others will also take in L that character. For, as Lord Alvanley has observed, there is no instance of making one trustee, and the other not.(^) Before the recent statute of 1 William lY. c. 40, it had been long established, that an express legacy to an executor would make him a trustee of any residue undisposed of for the next of kin ; the supposition being, that by giving him a part, the testator showed that he did not intend him to take the whole. (g')^ This last doctrine and the principle upon which it was introduced, was considered to be very unsatisfactory, and the courts have conse- quently endeavored as much as possible to pare down its applica- tion. (r) Therefore although the reasoning, on which it proceeded, would seem to apply with equal force, whether the executor took the property, of which the legacy forms part, by express residuary gift, or by virtue of his appointment as executor, it has notwithstanding (n) Pratt «. Slacden, 14 Ves. 193. Wms. 545; Abbott u. Abbott, 6 Ves. (0) King V. Denison, 1 V. & B. 277. 343; Langham v. Sanford, 17 Ves. 435, (p) White V. Evans, 4 Ves. 21 ; Mil- and 2 Mer. 6; Bull v. Kingston, 1 Mer. nes V. Slater, 8 Ves. 295; Sadler^. Tur- 314. ner, ib. 617; Williams x;: Jones, 10 Ves. (r) See Lord Eldon's observations, 77. in King v. Denison, 1 V. & B. 277. (9) Faringdon v. Knightly, 1 P. [Ante 118, note (1)] ' In several of the United States the common law doctrine, which gives to the testator the undisposed of residuary estate of his testator, has been repudiated : and he is declared merely trustee for the next of kin. Wilson v. Wilson, 3 Binney, 559 ; Richardson v. Richardson, 9 Barr. 431 ; Hays v. Jackson, 6 Mass. 153; Hill?;. Hill, 2 Hayw. R. 208; Donn v. Allen, 1 Penning. 44, 2 Lomax Exr. 184, &c.; Pamp v. Mingo, 4 Leigh, 163. In Pennsylvania, (Act of 1807, Dun- lop, 241), New York (Rev. Stat. Part II., tit. IIL, art. 3, §79), and Delaware (Rev. Code (1852), No. 1843), there are express statute provisions which ex- clude the executor. And it may be doubted whether in general in any of the stales, under their statutes of distribution, he would be permitted to take benefi- cially without express words. Story, Eq. Jur. § 452. In Darrah v. McNair, 1 Ashra. 240, it was held under the Pennsylvania act, that where there vrere no next of kin the executor took as trustee for the commonwealth ; which, indeed, is also the rule in England. Taylor v. Haygarth, 14 Sim. 8; Powell v. Marett, a-Er* ■ J. Ch. 408. ITO TRUSTEES BY KESULTING been expressly decided that a legacy to persons, -ffho are appointed executors, though given to them expressly "for their care and trouble," will not exclude the claim of those persons to take the residue beneficially ; if they claim not in the character of executors, hut under a direct disposition to them personally as residuary lega- tees. Thus in Gibbs v. Eumsey,(s) a testatrix devised and bequeathed her real and personal estate to two persons their heirs, executors, &c., upon trust to sell ; and out of the money to arise from the sale, as well as her other money, &c., she gave several legacies, and among them ^100 to each of her trustees for their care and trouble : and she gave and bequeathed all the rest and residue of the moneys arising from the sale of her said estates and of her personal estate after payment of debts, legacies, &c., unto her said trustees and executors by name, to be disposed of unto such person and persons and in such manner, &c., as they in their discretion should think pro- per. And she appointed the same two persons her executors. The next of kin of the testatrix contended that there was a resulting trust of the residue for their benefit : but Sir Wm. Grant, M. R., in deciding against that claim, said, " this testatrix, having created a trust to sell, gives many particular legacies, and among them iSlOO to each of her two trustees for their care and trouble in the execu- tion of the trusts of the will. That is undoubtedly sufficient to exclude any claim as executors ; but they claim not in that charac- ter but under a direct disposition to them as residuary legatees," and his Honor held that the residuary legatees took the residue for their own benefit. (s) Moreover there can be no doubt, but that the court would extend to the executor, taking by a substantive bequest, the benefit of all the distinctions that have been taken in favor of the executor, who takes merely by virtue of his appointment. Therefore where the legacy is given to the executor by the will, and the general gift in trust by a subsequent codicil :(<) *or where the legacy is L J contingent and reversionary :(m) or specific, (a;) there would be room to contend that the gift of the legacy did not affect the claim of the legatee to the ulterior beneficial interest, which is left undisposed of. And it would seem that a similar distinction might be maintained, where the particular legacy is something excepted out of an inte- (s) Gibbs V. Eurtisey, 2 V. & B. 294. (x) Blinkhom v. Feast, 2 Ves. sen. («) Langham v. Sanford, 2 Mer. 21. 27 ; Nisbelt v. Murray, 5 Ves. 149, 158; («) Lynn v. Beaver, T. & R. 63 ; but but see Southcott v. Watson, 3 Atk. 226 ; see Seley i;. Wood, 10 Ves. 71; and and Martin d. Rebow, 1 Bro. C. C. 154. Oldman v. Slater, 3 Sim. 84. OR PRESUMPTIVE TRUST, 171 rest given to another person •.{y) or an aliquot part, the other parts being given to other persons :(z) or a bequest for life with remain- der over.(a) But if there be no such ulterior imitation, a bequest for life will have the same effect in raising the presumption of a trust as any other legacy.(6) So where the gift is to several persons jointly, a legacy to one or some of them only, or unequal legacies to all of them, will raise no equity for the next of kin.(c) But where equal pecuniary legacies are given to all, the presumption against them will be the same, as in the case of a legacy to a single donee. (cZ) The same reasoning, viz., that a person cannot be intended to take a part and the whole, evidently has no application to a devisee of real estate, to whom a pecuniary legacy is also given. Accord- ingly Mr. Jarman in his edition of Powell on Devises observes, that "it is clear upon principle, that a legacy to a devisee will not make him a trustee ; unless perhaps where it is given out of a fund, to be formed out of the devised estate ; though even this is not free from doubt, "(e) On the other hand it is clear, that the converse case, of a gift of a legacy to the next of kin, will not of itself operate to exclude them from taking by virtue of a resulting trust.(/) And so a legacy to the heir-at-law, though given expressly out of the money, to arise from the sale of the devised estate, will not prevent the trust of the residue resulting to him.(^) However in Eogers v. Rogers,(A) Lord Chancellor King, in deciding in favor of the claim of a devisee in opposition to that of the heir, seems to have attached no little importance to the fact of a legacy having been given to the heir.(/i) Unless the gift, whether of real or personal property, be such as to create a presumption against the title of the donee to its benefi- cial enjoyment, parol evidence will not be admitted for the purpose of establishing a resulting trust in favor of the heir-at-law or next of kin in opposition to the claim of the donee.^ This was decided (?/) Griffith u. Rogers, Free. Ch. 231. (e) 2 Jarm. Pow. Dev. 40. [See (z) Jones V. Westcomb, 1 Eq. Ca, Hennerthoty's estate, 4 Harr. (Penn.) Abr. 245, pi. 10. 406.] (a) Granville v. Beaufort, 1 P. Wms. (/) Farington v. Knight, 1 P. Wras. 114; see Nourse v. Finch, 1 Ves. jun. 545; Rutland v. Rutland, 2 P. Wras. 344. • 213; Andrews v. Clark, 2 Ves. sen. (6) Touch'iJ. Lambert, 4 Bro. C. C. 326. 162 ; North v. Pardon, ib. 495. (c) Blinkhorn v. Feast, 2 Ves. sen. (g-) Starkey v. Brooks, 1 P. Wms. 27 ; Sadler v. Turner, 8 Ves. 617 ; Raw- 390 ; Randal v. Bookey, 2 Vern. 425 : lins V. Jennings, 13 Ves. 39. [Russell v. and Free. Ch. 162 ; Kellelti;. Kellett, 1 Clowes, 2 Coll. C. C. 648.] Ball & B. 543; S. C. on appeal, 3 Dow. {d) Petit V. Smith, 1 P. Wms. 7 ; P. C. 248. Gibbs V. Rumsey, 2 V. & B. 294. (A) Rogers v. Rogers, 3 P. Wn>s. 194. ' Ralston v. Telford, 2 Dev. Eq. 253, stated ante, page 107, note. 172 TRUSTEES BY RESULTING in the case of the survivor of several executors, to whom unequal legacies had been given. The surviving executor in virtue of his ap- [*125] pointment claimed the whole of the residue *uhdisposed of. The representative of the testator's widow, who had been also one of his executors, for the purpose of displacing, this claim, offered parol evidence of the testator's intention to dispose of this residue in favor of his wife. But Sir Wm. Grant, M. R., held, that no presumption existed against the legal title of the defendant (the surviving executor), and rejected the evidence.(i) And the principle established by this decision will d fortiori be applied to the rejection of parol evidence ; where the legal title which it is the object of such evidence to impugn, is founded upon an express gift or limitation to the donee, unaffected by any adverse presumption. On the other hand, where the presumption of a resulting trust in these cases is once created, parol evidence will be admitted, in sup- port of the legal title of the donee, to rebut the trust.(l) The ad- missibility of parol evidence for this purpose has been so long and firmly established, that in the train of cases on the subject, the ques- tion has not been raised on the principle itself, but on the applica- tion of it ; the doubt being whether on the whole, and sometimes the conflicting, evidence, the intention in favor of the donee is clearly made out. For it is settled, that parol evidence being once let in, in support of the legal title, it may be opposed by similar evidence on the other side ; and if upon the whole evidence the intention re- mains doubtful, the equity in favor of the heir-at-law or next of kin will prevail, the presumption not being rebutted. (A;) It is to be observed however ; that the rule, which admits this evidence, has been viewed with great disapprobation ; and in modern (i) White V. Williams, 3 V. & B. 72; Wms. 7 ; Nourse v. Fiach, 1 Ves. jun. and see Langham t). Sanford, 2 Mer. 344; Walton «. Walton, 14 Ves. 318; 17. Langham v. Sanford, 2 Mer. 6; Glad- (k) Docksey v. Docksey, 3 Bro. P. ding v. Yapp, 5 Mad. 56 ; see 1 Jarm. C. 39; Mallahar v. Mallabar, Cas. Pow. Dev. 499, and note 2. Temp. Talb. 79; Petit v. Smith, 1 P. (1) The statute ] Will. IV. c. 40, enacts that executors shall be deemed to be trustees of any residue not expressly disposed of, unless it shall appear by the will or any codicil thereto, that they were intended to- take such residue beneficially. It is conceived therefore, that since that statute, parol declarations or any other evidence delwrs the will, cannot under any circumstances be received in support of the claim by an executor as such to the residue undisposed of. We have seen before that the statute does not apply to cases, where there is an express disposi- tion of the residue to an executor personally. [And so it was held in Love o. Gage, 8 Beav. 472; 9 Jur. 910.] OR PRESUMPTIVE TRUST. 173 times, it has scarcely ever been received, without eliciting some ex- pressions of animadversion. (?) It seems not to be absolutely necessary that the evidence should be contemporaneous with the will : although the contrary seems' to have been thought by Lord Macclesfield ;(m) and Lord Alvanley in one case was strongly disposed to disregard altogether evidence of expressions declaratory of what the testatrix intended to do.(«) But it is now settled, that parol declarations subsequent, or even anterior to the will are admissible. (o) Such declarations however are not all entitled to equal weight. Lord Eldon in Trimmer v. Bayne,(^) ^addressing himself to this subject, said, " I fear r-^^„p:-\ there is no possibility of saying, parol declarations, previous '- -■ and subsequent, are not admissible (though Lord Coke would hardly have been brought to let them in), as well as declarations at the time ; but there is a great difference on the point, whether they are all alike weighty and efficacious. A declaration at the time of making the will is of more consequence than one afterwards ; and a declara- tion after the will, as to what he had done (I am speaking as to the time merely), is entitled to more credit, than one before the will as to what he intended to do ; for that will may very well be altered ; but he knows what he has done, and is much more likely to speak correct as to that, than as to what he proposes to do. Though these parol declarations are all alike admissible; whether consisting of conversation with people, who have nothing to do with it ; people making impertinent inquiries, and drawing from him angry answers, or in whatever form ; they are all evidence. But they are entitled to very different credit and weight according to the time and cir- cumstances. "(p) So in Langham v. Sandford,(5') Lord Eldon reiterated his opinion, " that in such cases the best evidence is the contemporaneous evi- dence, and that all the rest weighs very little in the scales. "(g') In like manner, where the gift is to two or more persons jointly, and the presumption of their all being trustees arises from the circumstance of the trust being established against one of them ; parol evidence will be admitted on behalf of the others to rebut the trust, (r) {I) See the observations of Mr. Jus- (n) In Clennell v. Lewthwaite, 2 tice BuUer, in Nourse ■;;. Finch, 1 Ves. Ves. jun. 474. jun. 357; of Lord Alvanley, in Clen- (o) Lake ■«. Lake, 1 Wils. 313; and nell u. Lewthwaite, 2 Ves. jun. 475 ; of Ambler, 126; Walton v. Walton, 14 Lord Eldon, in Trimmer v. Bayne, 7 Ves. 318, 323; Gladding v. Yapp, 5 Ves. 518; and in Langharrli;. Sandford, Mad. 56. 2 Mer. 16; and see 1 Jarm. Pow. Dev. (p) Trimmer v. Bayne, 7 Ves. 520. 505, n. (5) Langham v. Sandford, 2 Mer. 23. (m) In Duke of Rutland v. Duchess (r) Williahjs v. Jones, 10 Ves. 77. of Rutland, 2 P. Wms. 2i5. 174 TRUSTEES BY RESULTING Previously to the statute of 1 Will. IV. it seems, that if an exe- cutor could show evidence of the testator's intention to exclude the next of kin, that would have been sufficient to establish his claim to the residue, without any evidence of a direct intention in favor of the executor.(s) The case would be doubtless stronger for an exe- cutor claiming under an express gift to himself; and it would seem from analogy to be applicable to a similar question between a devi- see and the heir-at-law. But those cases, which raise against the donee a presumptive trust, which may be rebutted by parol evidence, are carefully to be dis- tinguished from those, in which the instrument contains clear de- monstrative evidence of an intention, that he should take only as trustee. For in the latter cases, to admit evidence in opposition to the trust, would be to contradict the terms of the instrument. Therefore where there is a devise of real estate or a gift of a resi- due of personal estate expressly in trust, or coupled with directions that are held to be equivalent to the declaration of a trust, parol evidence is inadmissible in support of the claim of the trustee to the beneficial interest, (i) In questions respecting the claim of executors as such to the resi- due undisposed of, before the statute of 1 Will. IV., it seems to have been a point of considerable nicety to determine, what would or w^ould not be such a conclusive declaration of a trust, as to exclude parol evidence in support of the claim of the executor. A legacy to an executor "for *his care and trouble," has been con- '-"'-' sidered conclusive against the executor for this purpose :(m) but an inchoate residuary clause •,[x) or a direction to keep an ac- count ;(«/) was held not to exclude the executor, from offering parol evidence in support of his claim. However since that statute such questions cannot again arise upon the claim of an executor to a residue merely in virtue of his appoint- ment. And the decisions just mentioned do not apply to the case of an express gift to an executor personally, which is the only case, that can arise in future. For in Gibbs v. Rumsey,(3) Sir William Grant, M. R., decided, that, where the residue is expressly given to the exe- cutors, a legacy to them, though/or their care and trouble, will not exclude them from taking that residue beneficially. It is to be observed that in all these cases, where there is a direc- (s) Batcheller v. Searl, 2 Vern. 737 ; and 2 Mer. 17 ; Gladding v. Yapp, 5 Brassbridge v. Woodroffe, 2 Atk. 68; Mad. 59. in Langham v. Sandford, 2 Mer. 10, (u) Langham v. Sandford, 17 Ves. this point was raised, but not decided. 443; see 1 Jarm. Pow. Dev. 507, n. (t) Walton V. "Walton, 14 Ves. 322 ; (a;) Nourse v. Finch, 1 Ves. jun. 344. Langham v. Sandford, 17 Ves. 442; ly) Gladding i;. Yapp, 5 Mad. 56. (s) Gibbsi). Rumsey, 2 V. &B. 294. OK PRESUMPTIVE TRUST. 175 tion in the will to convert real estate into money, which is then left wholly or partially undisposed of; the unexhausted interest, whether the estate be actually sold or not, will result to the heir as real estate, and not to the next of kin as personalty. The heir is excluded not by the direction to convert, but by the disposition of the converted property, and so far only as that disposition extends.(a)^ And the right of the heir in these cases will not be affected by the produce of the real estate being blended with the personal estate in a joint fund, which is made the subject of the attempted or partial disposition. (J) However a material distinction has been established between the conversion of money into land, and that of land into money. For it has been held, that where money has been directed to be laid out in land, which is disposed of for a limited interest only ; the money, or, if the money be laid out, the land ultra, that interest goes, as real estate undisposed of, to the heir-at-law. (c) Thus where a testator directed £1,000 to be laid out in the pur- chase of lands, that the rents and profits might come to his nephew for life, but made no ulterior disposition of the lands ; it was held, that the reversion after the nephew's death resulted to the testator's heir-at-law.(cZ) It has been remarked by Mr. Jarman in his edition of Powell on Devises, that it seems to be an anomaly, that the heir should be held to be entitled to the ulterior interest in land, directed to be converted into money, and also in money directed to be laid out in land, as was decided in Chapman v. Fletcher, (t^) It is blowing hot and cold in (a) Hill t). Cock, 1 V. &. B. 173; 2 -Pleasants, 4 Ired. Eq. 321 j Wood v', Jarm. Pow. Dev. 77, and cases cited; Cone, 7 Paige, Ch. 472.] Wilson V. Major, 1 1 Ves. 205 ; Berry v. (c) 2 Jarm. Pow. Dev. 74. [Thorn v. Usher, 11 Ves. 87 ; Smith v. Claxton, 4 Coles, 3 Edw. Ch, 330 ; see Hawley v. Mad. 484. James, 5 Paige, 323.] (6) Hill •«. Cock, ubi supra; Robinson (d) Fletcher i). Chapman, 3 Bro. P. V. Taylor, 2 Bro. C. C. 589 ; Dixon v. C. 1. Dawson, 2 S. fc S. 327. [Lindsay v. 1 See Burley ■«. Evelyn, 16 Sim. 200, 12 Jur. 712; Craig «. Leslie, 3 Wheat. 564 : Burr v. Sims, 1 Whart. 252 ; Lindsay v. Pleasants, 4 Ired. Eq. 320 ; Morrow V. Brenizer, 2 Rawle, 185 ; Pratt v. Taliaferro, 3 Leigh. 419 ; North v. Valle, Dud- ley, Eq. 212 ; Smith v. McCrany, 3 Ired. Ch. 204 ; Wood v. Cone, 7 Paige, Ch. 472; Tilghman's estate, 5 Whart. 44; Owens i). Cowan, 7 B. Monroe, 152; Snow- hill V. Snowhill, Ex'r. 1 Green. Ch. 30 ; Bogert v. Herteli, 4 Hillj 501. An express provision in a will that on the sale of real estate which was directed, the trustees should stand possessed of the proceeds as a fund of personal and not of real estate, for which purpose such proceeds or any part of them, should not in any event, lapse or result for the benefit of the heir-at-law, will not aifect the right of the heir to an undisposed of surplus. Fitch v. Weber, 6 Hare, 45. Att.-Gen. v. Henchman, 2 R. & M. 221; Gordon v. Atkinson, 1 De Gex. &c. 478. See Blackman v. Gordon, 2 Richardson, Eq. 42. 176 TRUSTEES BY RESULTING favor of the heir ; for the principle, which would entitle him to the ul- terior interest in the one case, would exclude him in the other, (e) The principle of Chapman v. Fletcher(ci) will not, as we shall see presently, be applied to cases, where the particular disposition of the money, directed to be invested in land, wholly faiU; for in such cases it has been held, that the interest thus lapsing belongs to the next of r*1281 '^^"' *^'^*^ '^°'' *° ^^^ Heir-at-law. (e)^ It seems very difficult -■ upon principle to draw any distinction between an interest originally undisposed of, and one becoming undisposed of by subse- quent failure or lapse ; and it is therefore submitted, that if the ques- tion decided in Chapman v. Fletcher, should occur at the present day, it is not improbable that the recent decisions in Hereford v. Ravenhill, and Cogan v. Stephens, as being more in accordance with the true principle, would be followed as authorities in preference to that of Chapman v. Fletcher. (1) We must not omit to mention the important exception that exists with respect to the general doctrine of resulting trusts on an imper- fect or partial disposition of property, where the gift is to a charity.. If property, whether real or personal, be effectually given either by deed or will to trustees for charitable purposes generally, it has been long established, that there will be no resulting trust for the heir-at-law or next of kin of the donor ; although the particular pur- pose, to which the property is to be applied, is not declared at all, or if declared, does not extend to exhaust the whole beneficial interest, either at the time, or in consequence of a subsequent increase in the value of the property, in such cases the donees will take the interest (d) Fletcher v. Chapman, 3 Bro. P. (c) Hereford v. Ravenhill, 1 Beav. C. 1. 487, n.; S. C. 5 Beav. 51: Cogan i). (e) 2 Jarm. Pow. Dev. 75,' Stephens, ib. 486. (1) The case of Hereford v. Ravenhill came subsequently before the court on further directions, and on that occasion Lord Langdale, M. R., decided that a be- quest of personal estate to be invested in the purchase of land, and held on trusts thai became exhavMed, was on the same footing as one, where the trusts were void, and that the residuary legatee and not the heir was entitled in both cases. It is to be observed however that in that case the fund had not been ac- tuaUy invested in land. Hereford v. Ravenhill, 5 Beav. 51. ' Hawley v. James, 5 Paige, 323. See Wharton v. Shaw, 3 W. & S. 124. But in Thorn v. Coles, 3 Edw. Ch. 330, where there was a total failure of the purposes for which money was directed to be invested in land, this distinction was not noticed ; and the money was held to result as real estate to the heirs. The money, however, in this case would appear from the opinion of the court to have been the proceeds of real estate. OK PRESUMPTIVE TRUST. 177 undisposed of as trustees for charitable purposes to be ascertained and determined by the Court of Chancery. (/)* Thus it was laid down in a case in Freeman " that if a man devises a sum of money to such charitable uses, as he shall direct by a co- dicil, to be annexed to his will, or by a note jn writing ; and after- wards leaves no direction, neither by note, nor codicil ; the Court of Chancery hath power to dispose of it to such charitable uses as the court shall think fit."((jr) And in Att.-General v. Syderfen,(^) which was a case of similar description, the court held the property to be applicable in charity to be declared by the king's sign manual.(A) So where a testator having given all his estate for charitable pur- poses generally, proceeded to declare a particular scheme, which did not exhaust the whole income of the estate, it was held that there was no resulting trust of the surplus, but that the whole was applicable in charity, (i) And though there may not be any such general declaration de- voting the whole estate in charity, yet if there be a disposition either by deed or *will, by which every portion of the property is p^,,-. gq-i applied and exhausted at the <«me in favor of some charitable purpose : a surplus, arising from a subsequent increase in the value of the property, will not result to the heir-at-law, or next of kin of the donor, and still less will it belong to the donees in trust, but it will also be applicable to charitable purposes. (A;) And it is immaterial, that the property is given to trustees with directions to apply a cer- tain specified sum yearly to charitable purposes, if that particular sum at the time of such direction exhaust the whole income of the (/) Cooki). Dunkenfeld, 2 Atk. 567; (i) Att.-Gen. v. Arnold, Show. P. C. Thetfoid School case, 8 Co. 130; Att.- 22; and see Att.-Gen. v. Coopers' Gen. D.Arnold, Show. P. C. 22; Mog- Comp. 3 Beav. 34; Mills v. Farmer, 1 gridge D.Thackwell, 7 Yes. 73; Alt.- Mer. 55; Pieschell «. Paris, 2 S. & St. Gen. 0. Mayor of Bristol, 2 J. & W. 308 ; 384. Mills V. Farmer, 1 Mer. 55 ; Att.-Gen. (k) Att.-Gen. v. Caius Coll. 2 Keen, V. Haberdasher's Comp. 4 Bro. C. C. 150; Att.-Gen. «. Johnson, Ambl. 190; 103. Att.-Gen. v. Sparks, ib. 201 ; Att.-Gen. (g-) 2 Freem. 261, stated in 7 Ves, v. Haberdashers' Comp. 4 Bro. C. C. 73 ; and 1 Mer. 59. 103 ; Att.-Gen. v. Coopers' Comp. 3 (h) Att.-Gen. v. Syderfen, 1 Vern. Beav. 34 ; Att.-Gen. v. Catherine Hall, 224 ; S. C. 7 Ves. 43 n. ; Mills v. Farm- Jac. 381 ; Att.-Gen. v. Drapers' Comp. er, 1 Mer. 94 ; Commissioners of Chan- 4 Beav. 67 ; Att.-Gen. v. Christ's Hos- cery Donations v. Sullivan, 1 D. & W. pital, id. 73. 501. • The principles of the statute of Elizabeth, so far as they are applicable in this country, are in force in many of the United States. But the doctrine of Cy- pres stated in the text, has never been adopted, from ^want of pjiwer in the courts of equity to apply it in practice. See ante, note ^age ^^. /y 12 ' ' 178 TRUSTEES BY RESULTINa estate.(Z) And although the trustees are made answerable for the payment of the specified sum to the charity, in case the value of the estate should prove insufficient for that purpose ; yet it does not ne- cessarily follow on that account, that they will be entitled to take the surplus for their own benefit, in case of the subsequent increase in the value of the property.(m) It has been observed both by Lord Hardwicke(w) and Lord El- don, (o) that at the time this doctrine with respect to charities was established, the right of the heir-at-law under a resulting trust was not sufficiently understood, or it could never have been adopted. Both those great judges however acknowledged it to be a principle, that could not then be shaken. However if a man give an estate to trustees, and take notice, that the payments are less than the amount of the rents ; no case has gone so far as to say, that the cestui que trust, even in the case of a charity, is entitled to the surplus. There would either be a resulting trust, or it would belong to the person to whom the estate is given.(») And if the trustees, to whom the property is given for the purpose of being applied in charity, be themselves specified as objects of the donor's charity, it seems, that they will themselves be entitled to a surplus, arising from the increased value of the estate.(5') But this will be the case, only where the donees in trust come clearly within the charitable purposes contemplated by the donor ; and if that be not the case, the donees, though themselves a charitable institution, cannot sustain any claim to the increased value, which will be appli- cable for the benefit of the original objects according to the ordinary rule.(»-) And if a specified portion of the income of the estate be given beneficially to the donees in trust themselves, they will not be entitled to the whole of the surplus occasioned by the improved value, but will benefit rateably with the other objects of the testator's bounty.(«) But if there be a gift to a company or to individuals, in trust to r*1^m *PP^y *certain specified sums to charitable purposes, and '■ there is an express or implied disposition of the residue, after making those payments, to the donees for their own benefit ; the Q) Att.-Gen. v. Christ's Hospital, 4 (o) In Att.-Gen. v. Mayor of Bristol, Beav. 73 ; Att.-Gen. t). Mayor of Coven- 2 J. & W. 307. try, 2 Vern. 397 ; S. C. 2 J. & W. 305, (p) Per Lord Eldon, in 2 J. & W. n.; Att.-Gen. u. Johnson, Ambl. 190; 307; and see 2 Russ. 241. Att.-Gen. ■w.Tonner, 2 Ves. 1; Att.-Gen. (5) Att.-Gen. v. Mayor of Bristol, 3 V. Minshull,4Ves. 11; Att.-Gen. D.Caius Mad. 319; S. C. 2 J. & W. 294. Coll. 2 Keen, 150. (r) Att.-Gen. v. Christ's Hospital, 4 (m) Att.-Gen. v. Merchant Vent. So- Beav. 73. ciety, 5 Beav. 338. 4 («) Att.-Gen. v. Gains Coll. 2 Keen, (n) In Att.-Gen. v. Johnson, Ambl. 150; Att.-Gen. v. Drapers' Cotnp. 4 IPO. Beav. 67. OE PRESUMPTIVE TRUST. 179 particular payments ivill not be increased out of the improved value, but the surplus will belong beneficially to the donees. (i) Where there is a general gift for charitable purposes, but the par- ticular purpose expressed is such, that by the law of England it cannot take effect, the rule will be the same, as if there had been no declaration of the particular purpose, and the property will be applied in charity, to be determined by the sign manual of the crown.(M) However cases of this last description, must be distinguished from particular gifts to superstitious uses, within the statute 1 Edw. VI. c. 14, such as gifts for the maintenance of obits or prayers for the dead ; which by the express term of the statute are forfeited to the crown. (a;) And also from similar devises to charity, which are void by the Statute of Mortmain, and in which case a trust will result for the heir.{y) In the great case of Moggridge v. Thackwell,(2) Lord Eldon has distinguished the principle of the cases, where property, given gene- rally to charitable purposes, will be applied, under the direction of the royal sign manual, and where the application will be under the immediate administration of the Court of Chancery. " Where there is a general indefinite purpose, not fixing itself upon any object, the disposition is in the king by sign manual : but where the execution is to be by a trustee with general or some objects pointed out, there the court will take the administration of the trust."(3) Thus, to illustrate this rule, in Frier v. Peacock, (a) which is re- ported in Levinz under the name of Atorney General v. Matthews,(6) a testator gave his residue "for the good of poor people for ever." The court at the original hearing assumed the power of modifying the bequest, and directed the property to be applied for the benefit of forty poor boys ; but Lord Keeper Finch reversed that decision, and held that the disposal was in the king by his sign manual ; and the king directed it to be applied for the benefit of Christ's Hos- pital. (e) (J.) Att.-Gen. v. Grocers' Comp. 12 Hardwicke, in Da Cosla v. De Paz, Law. Journ. N. S., Chanc. 196 ; S. C. 6 Ambl. 228, vide post. [Ayres v. Metho- Beav. 526; Att.-Gen. «. Skinners' Corap. dist Church, 3 Sandf. S. C. 352.] 2 Russ. 407, 442; Att.-Gen. v. Gascoigne, (2) Paice v. Archbishop of Canter- 2 M. & K. 647. bury, 14 Ves. 372 ; Moggridge v. Thack- (m) Att.-Gen. v. Todd, 1 Keen, 803; well, 7 Ves. 86; Ommaney v. Butcher, Cary v. Abbott, 7 Ves. 490; Att.-Gen. T. & R. 270. [Andrews v. N. Y. ^ible V. Green, 2 Bro. C. C. 492 ; Da Costa v. and Prayr. Bk. Soc, 4 Sandf. S. C. 1 56 ; De Paz, Ambl. 228 ; S. C. 2 Sw. 487, n. see 1 Am. Law Reg. 546.] [Martin v. Margham, 14 Sim. 230.] (a) Finch, 245. (a:) See Att.-Gen. v. Fishmongers' (6) 2 Lev. 167. Comp, 2 Beav. 151. (c) See 7 Ves. 69. (y) See the distinction taken by Lord 180 TRUSTEES BY RESULTING So in Attorney-General v. Sjier{ea,{d) where a testator gave 1,000Z,, to be applied to such charitable uses, as he had by writing formerly appointed ; and no such writing could be found, the fund was applied to a charity appointed by the royal sign manual.((^ And on the same principle, where the general intention is in favor r*1311 °^ *charity, but the law does not suffer the particular purpose to be carried into eflfect, the king will have the disposal by his sign manual. (e) But on the other hand, where the gift is to trustees, with directions to apply the income in support of particular charities ; and a ques- tion arises as to the application of the fund ; the court will assume the administration of the property, and will direct a scheme for that purpose.(/) And the rule is the same where the trustees, desig- nated by the testator, decline to act.(^) Even where the particular objects recommended are designated in so vague a manner, as to render some authoritative interpretation of the testator's intention indispensable ; the court will notwithstand- ing exercise this jurisdiction. Thus in Moggridge v. Thackwell,(A) a testatrix gave the residue of her personal estate > to James Paston his executors, &c., " desiring him- to dispose of the same in such charities, as he shall think fit, recommending poor clergymen, who have large families and good characters." Lord Rosslyn at the original hearing considered, that the execution of this trust lay with the Court of Chancery, and accordingly directed a scheme for that purpose. The case was afterwards reheard before Lord Eldon, and most elaborately argued, and his lordship after a minute review of all the authorities, from which he collected the principle above stated, affirmed the decree of his predecessor. (A) Where the object of a testator is charity, a far less accurate and definite declaration of his intention will suffice to create a trust against his next of kin, than, as we have seen, would be required in other cases for that purpose, («') Thus in the case of Moggridge v. Thackwell,(^) which we have just considered, it is beyond all question, that the terms of the resi- duary bequest were by far too indefinite, and uncertain, to have ex- (d) Att.-Gen. i;. Syderfen, 1 Vera. Qi) Moggridge v. Thackwell, 1 Ves. 224; and 7 Ves. 43, n. jun. 464; S. C. on rehearing, 7 Ves. (e) Gary V.Abbott, 7 Ves. 490; Att.- 36. Gen. V. Todd, 1 Keen, 803. (i) See Morice v. Bishop of Durham, (/) Attorney-General v. Tonner, 2 9 Ves. 405; Mills v. Farmer, 1 Mer. "Ves. jun. 1; Attorney-General i). Coop- 94, 98, 100. ers' Comp. 3 Beav. 29. (ft) Moggridge v. Thackwell, 1 Ves. (g-) Attorney-General v. Reeve, 3 jun. 464 ; S. C. on rehearing, 7 Ves. Hare, 191. 36. OR PKESXIMPTIVE TRUST. 181 eluded the claim of the next of kin, if the object of the testatrix's bounty had been any other than charity.(Z) And the claim by the trustee himself to the beneficial enjoyment of the property would be regarded with less favor, where the purpose of the gift is charitable, than in other cases.(m) However where by the express direction of the testator, although the property is devoted generally to charity, its distribution, and the selection of the objects, are left entirely in the power and at the discretion of the trustee, the court will not control him in the exercise of that discretion by directing a scheme, unless some case of misconduct is established against him.(ri) But even where the object is charity, the terms of the gift must create an imperative direction to the trustee, to apply the property to some charitable purpose, or otherwise the court will refuse to in- terfere. Sir Wm. *Grant has laid down the rule on this -. head in the following terms : " The question is, not whether '- the trustees mai/ not apply it upon purposes wholly charitable, but whether he is hound so to apply it."(o) And in another case the same learned judge says, " If the property might consistently with the will be applied to other, than strictly charitable purposes, the trust is too indefinite for the court to execute. "(p) Thus in Coxe v. Bassett,(g') where a testator "authorized and empowered" his trustees, to continue his charities and benefactions, or to bestow any other, as they in their discretion should think fit, so as not to exceed 1,000?. : the Master of the Rolls held, that the charity could not be established by reason of its uncertainty, observ- ing, that the testator meant to recommend only ; it was not manda- tory. It was to exempt the trustees from being called to account for doing it.(g') And so in the recent case of Williams v. Henshaw(r) the testator directed his trustees to apply the residue of the dividends and in- come of a fund " to and for such benevolent and charitable and re- ligious purposes, as they in their discretion should think most advan- tageous and beneficial, and to and for no other use trust intent or purpose whatsoever:" and Sir C. Pepys, M. R., held that there was a discretion in the trustees to apply the fund, and that the trust for charity did not therefore take effect. (I) See Lord Eldoii's observations, (o) In Morice v. Bishop of Durham, in Mills V. Fanner, I Mer. 100. 9 Ves. 406. (m) Moggridge v. Thackwell, 1 Ves. (p) In James v. Allen, 3 Mer. 19. jun. 475; Bishop of Hereford w. Adams, (9) Coxe 7). Bassett, 3 Ves. 155, 164. 7 Ves. 324. (r) Williams v. Kershaw, Rolls, 11th (n) Waldo v. Caley, 16 Ves. 206; Dec. 1835; stated in Ellis v. Selby, 1 Horde v. Earl of Suffolk, 2 M. & K. 59. M. & Cr. 298. 182 TRUSTEES BY RESULTING And in the subsequent case of Ellis v. Selby,(j-r) where the gift was to trustees " to pay and apply the fund to and for such charitable or other purposes, as they should think fit, without being accoun- table to any person or persons whomsoever for such their disposition thereof." Lord Cottenham recognised and adopted his decision in Williams v. Kershaw, and affirmed the decree of Sir L. Shadwell, V. C, declaring the trust to be void. It will be observed, that in this last case the bequest was to chari- table or other purposes, and on that circumstance the Vice-Chancellor appears mainly to have founded his judgment. An alternative be- quest of that nature evidently excludes the possibility of its being supported as a valid trust for charity. In Vezey v. Janson(s) the gift was, to trustees " to dispose of it at their pleasure, either for charitable or public purposes, or to any person or persons in such shares, &c., as they in their discretion should think fit." And Sir John Leach, V. C, in deciding that there was a resulting trust for the next of kin said, " The testator has not fixed upon any part of this property a trust for a charitable use, and I cannot therefore devote any part of it to charity, "(s) In a very late case, there was a gift of a residue to trustees, to be applied by them for the relief of domestic distress, assisting indigent but deserving individuals, or encouraging undertaTeings of general utility, in such mode or pro- portions as their own discretion might suggest. Lord Langdale, M. E., adopted the *above rule as laid down by Sir Wm. Grant L J in Morice v. Bishop of Durham, and stated, that if the trust had ended with the direction to assist " indigent but deserving indi- viduals," he should have said it was a good charitable purpose, be- cause of the word "indigent," but as the testator went on to em- power the trustees to apply the fund to encourage undertakings of "general utility," words which comprised purposes that were not charitable, they had an option of applying the fund to purposes, which were not charitable, and consequently that this could not be enforced as a charitable trust. In this case the suit was instituted by the testator's heir and next of kin, and the trustees do not appear to have raised any claim to the beneficial interest. (i) The court, in determining what will be such a " charitable pur- pose," as it will support, and carry into execution, will treat any legal public or general purpose as one coming within the equity of the statute 43 Bliz. c. 4, as well as those expressed in that statute :(m) but it will refuse to recognise any objects, not enumerated by or (n-) Ellis V. Selby, 7 Sim. 352 ; S. C. («) Vezey v. Janson, 1 S. & S. 71 ; on Appeal, 1 M. & Cr. 286 ; and see but see Johnston v. Swan, 3 Mad. 457. Down V. Wonall, 1 M. & K. 561. [t) KendalU Granger, 5 Bear. 300. (u) Att.-Gen. v. Heelis, 2 S. & St. 76. OR PRESUMPTIVE TRUST. 183 coming within the spirit of that statute, although such may be a charitable object in the ordinary meaning of the term. (a;)' Therefore where the bequest was, in trust " for such objects of benevolence and liberality, as the trustee in his own discretion shall most approve of :"(?/) or for "such benevolent purposes as the trus- (_x) Morice v. Bishop of Durham, 9 (y) Morice v. Bishop of Durham, 9 Ves. 405; and 10 Yes. 540: see Nash Ves. 399; S. C. on Appeal, 10 Ves. V. Morley, 5 Beav. 177 ; and Kendall 522. V. Granger, ib. 300. ' The decisions in the United States with regard to the validity of devises and legacies to charitable uses have been frequent, but not entirely consistent. Where the principles of the statute of Elizabeth are in force, considerable lati- tude of construction has been adopted, with regard to the certainty requisite in the description of the intended objects of charity. Thus a devise of property "to the cause of Christ, for the benefit and promotion of true evangelical piety and religion" which was to be " distributed in such divi- sions, and to such societies and religious and charitable purposes," as the trustees " might think fit and proper ;" Going v. Emery, 16 Pick. 107 ; a bequest to "the treasurer for the time being of the American Bible Society, or of any other charitable association, for the use and purposes of said Society;" Burr v. Smith, 7 Verm. 241 ; a bequest of money to a church '•' to be laid out in bread yearly, for ten years, for the poor of the congregation;" Witman v. Lex, 17 S. & R. 88 ; a devise to the poor of a particular county, or parish, or town; State v. Gerard, 2 Ired. Eq. 210; Overseers r. Taylor, Gilmer, 336; Shotwell v. Mott, 2 Sandf. Ch. 46; a devise to be applied to the "dissemination of the gospel at home and abroad;" At- torney-General V. Wallace, 7 B. Monr. 611; a bequest to the New York Yearly Meeting of Friends called Orthodox, for the use of its ministers in straitened circum- stances;" ^hotwell V. Mott, 2 Sandf. Ch. 46; a devise of real and personal estate to an unincorporated religious association, " to be applied as a fund for the distribu- tion of good books among poor people in the hack part of Pennsylvania, or for the support of an institution or free school in or near Philadelphia ;" Pickering v. Shot- well, 10 Barr, 23 : have all been supported as against the heir-at-law or next of kin. School and educational purposes generally have been held to be charities. Vidal V. Girard, 2 How. S. C. 127 ; Wright v. Linn, 9 Barr. 433; Hadley u. Hop- kins's Academy, 14 Pick. 240; State v. McGowan,-2 Ired. Eq. 9; Grifiin v. Gra- ham, 1 Hawks. 96. So of a legacy to a town for town purposes. Coggeshall v. Pelton, 7 J. C. R. 292; though see Wheeler v. Smith, 9 How. U. S. 55. So too fire companies, though Unincorporated, are charities. Magill v. Brown, Brightly "s Rep. 350; Thomas v. EUmaker, 1 Pars. 98. But a bequest for " some promising young man of the Baptist order ;^' Hester v. Hester, 2 Ired. Eq. 330 ; or to be applied to "foreign missions and poor saints ;" Bridges v. Pleasants, 4 Ired. Eq. 26, is void for uncertainty. So in New York, a devise to a corporation not capable of taking, in trust to apply the rents and pro- fits to the maintenance and support of " one or more worthy and moral persons of the age of sixty years and- upwards, every one of whom shall be a resident, or live in a town or village, where there shall be at least one place or house of pub- lic worship," is void. Ayres v. Methodist Church, 3 Sandf. S. C. 135. As to charitable uses in Virginia and Maryland, where the statute of Elizabeth is not recognised, see Baptist Association v. Hart, 4 Wheat. 1 ; Dashiellu. Attorney- General, 5 H. & J. 392 ; 6 H. & J. 1. Literary fund v. Dawson, 10 Leigh. 147 ; Gallego V. Attorney-General, 3 Leigh. 450 ; Wheeler v. Smith, 9 How. U. S. 55. 184 TKUSTEBS BY RESULTING tees in their integrity and discretion may unanimously agree on:"(s) the court refused to enforce the trust. Upon the same principle it is now decided, that a gift to " private charity " is not such an one as can be recognised by the court :(a) although in some cases this does not seem to have been regarded as an objection to the trust.(6) And so "undertakings of public utility " is too general and vague a description to be enforced as a charitable trust.(c) However a trust for "such religious and charitable institutions and purposes, as in the opinion of the testator's trustees should be deemed fit " is a valid charitable trust.(£i) And so is a trust " for the benefit of such societies subscriptions or purposes (having regard to the glory of God in the spiritual welfare of his creatures), as the trustees shall in their discretion see fit."(e) However in all these cases the declaration of trust, although inca- pable of taking effect in favor of the particular object, will never- theless operate to exclude the trustee from taking the beneficial interest ; and the trust will result to the heir-at-law or next of kin, unless the bequest be so framed as to fall into the residuary clause. (/) ^ In like manner where the gift is for a particular charitable pur- pose, *which is void as being contrary to the policy of the L J law, we have seen, that if the property be devoted gene- rally to charity, it will be applied, upon the failure of the particular purpose, under the direction of the royal sign manual. (.$r) This however will not be the case, where the particular object expressed appears to have been the only one contemplated by the testator, for then upon the failure of the particular trust, there will be a result- ing trust for the donor or his heir-at-law or next of kin.(/) Thus in De Themmines v. De Bonneval(g') a deed had been exe- cuted, by which it was declared, that a sum of stock, which had been transferred by the plaintiff into the joint names of himself and three other trustees, was" in trust to pay the dividends to the plain- tiff for life, and after his death to apply the same in printing and circulating a treatise, inculcating the supremacy of the Pope in (z) James v. Allen, 3 Mer. 17. (e) Townsend v. Carus, 13 Law Journ. (o) Vide post, Ommaney v. Butcher, N. S. 169. T. & R. 270 ; Nash v. Morley, 5 Beav. (/) Morice v. Bishop of Durham, 10 j77_ Ves. 522; James v. Allen, 2 Mer. 17; (6) Waldo V. Caley, 16 Ves. 206; Ommaney v. Butcher, T.. & E. 260; Jemmitt v. Perril, Ambl. 585, n. ; John- Ellis v. Selby, 1 M. & Cr. 286. [Hay- ston V. Swan, 3 Mad. 457 ; Horde v. wood v. Craven, 2 Car. L. R. 557.] Earl of Suffolk, 2 M. &K. 59 ; See Ellis (g) Vide supra, 130. V. Selby, 1 M. & Cr. 292. (/) Post. (c) Kendall v. Granger, 5 Beav. 300. (g) 5 Russ. 288. (d) Baker ii. Sutton, 1 Keen, 224. OR PRESUMPTIVE TRUST. 185 ecclesiastical matters : and the deed contained a proviso, that if any court of law or equity should declare any of the trusts to be void, the trustees should hold the stock in trust for the plaintiff's execu- tors and administrators. The cause came before Sir John Leach, M. E., who held the trusts after the plaintiff's death to be void as being contrary to the policy of the law. But his Honor considered that the subsequent proviso showed, that the gift was only for the particular purpose, and that there was no general intention to give to charity, and that the plaintiff was therefore entitled to have the stock retransferred to him. (A) And in another case where the testatrix directed several sums to be paid to certain Roman Catholic priests and chapels, that she might have the benefit of their prayers and masses. Sir 0. Pepys, M. R., held that those legacies, though not within the statute of Edward VI., were void on account of the general illegality of their object ; but that there was no gift to, charity generally, for the in- tention of the testatrix was, not to benefit the priests or support the chapels, but to secure a supposed benefit for herself, and that the next of kin was therefore entitled.(i) Where there is a gift of property to a corporation for the purpose referred to, but that purpose cannot be discovered, or is not expressed ; although it is very improbable, that the gift to the corporation was in trust for a private person, yet the court cannot on that account presume, that the purpose so referred to was a trust for charity, tc which the uncertainty of the object would be no objection; and the gift will therefore be void for uncertainty, and it will sink for the benefit of the residuary legatee, if there be one : or otherwise will result to the next of kin. (A) 4th. The last description of resulting trusts, which now remains for our consideration, is ; where a disposition of real or personal property fails altogether or partially, either from being void ah initio, or from becoming so from some subsequent event. In either of these cases, the trust, if not otherwise disposed of, will result for the benefit of the donor's heir-at-law, or next of kin.(Z)' Qi) De Themmines v. De Bonneval, (/) 2 Jarm. Pow. Dev. 32 ; 1 Rop. 5 Russ. 288. Lega. 627. [Dashiell v. Att.-Gen., 6 H. (i) West V. Shuttleworth, 2 M. & K. & J. 1 ; 5 H. & J. 392 ; Hawley v. James, 684, 698. 5 Paige, 318 ; Lemmond v. Peoples, 6 {k) Corporation of Gloucester v. Ired. Ch. 137.] Wood, 3 Hare, 131. ' Where there has been a valuable consideration on a conveyance, there will be no resulting trust to the grantor, on the failure of the trust, even in the case of a charity. Gibson v. Armstrong, 7 B. Monr. 481 ; Kerlin v. Campbell, 3 Harris, (Penn.) 500. 186 TRUSTEES BY RESULTING r*1351 *TJi'is ■where the gift is rendered void by statute ; as for instance a disposition of real estate in favor of a Papist(Z) be- fore the late acts for the relief of persons of that persuasion ; or in violation of the Mortmain Acts,(OT) or the Thelluson Act (39 & 40 Geo. III. c. 98) ; {n) or where the trusts are invalid at the time of their creation, or subsequently become so ; as tending ta a per- petuity ;(o) or where they fail by the death of the donee in the tes- tator's lifetime ;(p) in all these cases the rule as stated above will apply, and a resulting trust will be created according to the nature of the property for the heir-at-law, or next of kin of the donor. Where the interest which thus fails, is a partial or particular estate only, upon the determination of which subsequent remainders are limited ; those remainders will not be accelerated by the failure of the preceding estate, but the beneficial interest in the property will result, as undisposed of, until the event happens, upon which the remainders are limited to take effect.' Thus where real estate was settled by deed, in trust after the, death of the settlor for a Papist for life, with remainders over after his death. The life estate given to the Papist being void, the effect was, not that the remainders were accelerated, but that the rents and profits belonged to the settlor's heir-at-law during the life of the Papist, or real estate undisposed oi.[q) And so where lands were devised to trustees for a term of years, to raise a sum of money for certain purposes (which became void for perpetuity), with remainders over after the raising of that sum, or the determination of the term ; it was held by the House of Lords on appeal, that the trusts of the term resulted for the benefit of the heir.(r) And upon the same principle it has been decided, that where pro- perty is tied up by a series of limitations, and the income directed to be accumulated beyond the period allowed by the Thelluson Act (39 & 40 Geo. III. c. 98) ; the excess of accumulations, which is void, will not belong to the party, to whom the first estate in possession is (/) Carrick v. Errington, 2 P. Wras. (o) Tregonwell v. Sydenham, 3 Dow. 361 ; Davers v. Dewes, 3 P. Wms. 43. 194; Leake v. Robinson, 2 Mar. 363. (m) Att.-Gen. v. Lord Weymouth, (y) Ackroyd v. Smithson, 1 Bro. C. Ambl. 20; Jones v. Mitchell, 1 S. & S. C. 503. 294; West v. Shuttle worth, 2. M. & K. (g) Carrick v. Errington, 2 P. Wms. 684. 361. (n) Eyre v. Marsden, 2 Keen, 564 ; (r) Tregonwell v. Sydenham, 3 Dow. McDonald v. Bryce, ib. 276. 194. ' But a legacy to A. for life, with remainders over, does not lapse, on A.'s death in the testator's lifetime. Dunlap v. Dunlap, 4 Desaus. 303, 314; Richmond n. Vanhook, 3 Ired. Ch. 581. See Mahorner v. Hooe, 9 S. & M. 247. OR PRESUMPTIVE TRUST. ' 187 limited, but will result as undisposed of to the heir-at-law or next o£ kin of the settlor according to the quality of the estate. (s) A residuary bequest, it is well known, operates upon all the per- sonal estate, of which a testator is possessed at his death, and conse- quently includes all bequests failing, either from their illegality, or from the death of the legatee in the testator's lifetime. (*)' "It must be a very peculiar case indeed," said Sir Wm. Grant, "in which there can be at once a residuary clause, and a partial intestacy, unless some part of the residue itself be ill given."(M) *It follows therefore, that where the subject of the disposi- „_^ tion, that fails, is personal estate, a resulting trust will arise L -' for the next of kin, in those cases only, where there is no general residuary gift ; or where it is the whole or part of the residuary gift itself that fails. And accordingly on examination of the cases, in which the next of kin have been held entitled to a void or lapsed be- quest of personal estate, notwithstanding the existence of a residuary clause, it will be found, that in all of them the bequest, thus failing, formed part of the residue itself.(a;)^ But previously to the recent statute 1 Vic. c. 26, a devise of real estate, though residuary in its terms, was in reality a mere specific disposition of the real estate, not before expressed to be given by the will.(?/) Therefore if a devise of real estate, or any interest therein, failed on account of its being illegal, or lapsed by the death of the (s) McDonald v. Bryce, 2 Keen, 276. {x) Skrymsher v. Northcote, 1 Sw. Eyre v. Marsden, ib. 564; and S. C. 4 566 ; McDonald ■;;. Bryce, 2 Keen, 276; M. & Cr. 231. Eyre v. Marsden, ib. 564; [Woolmer's (0 Jackson v. Kelly, 2 Ves. jun. Est. 3 Whart. 479.] 285; Brown v. Higgs, 4 Ves. 708; {y) Howe v. Earl of Dartmouth, 7 Cambridge D. Rous, 8 Ves. 12; Leake Ves. 147; Broome I). Monck, 10 Ves. V. Robinson, 2 Mer. 363; Bland v. 605; Hill u. Cock, 1 V. &B. 175; 2 Bland, 2 J. & W. 406; Jones u. Mit- Jarm. Pow. Dev. 102; Cooku. Statiou- chell, 1 S. & S. 298 ; 2 Wms. Exors. ers' Comp. 3 M. & K. 262. [4 Kent, 896. Comra. 541, &c. See in New York, (u) lu Leake v. Robinson, 2 Mer. Van Kleek v. Dutch Church, 20 Wend. 392. 458.] 'King V. VVoodhull, 3 Edw. Ch. 79; Marsh v. Wheeler, 2 Edw. Ch. 156; Com. V. Nase, 1 Ashra. 242; Woolmer's Estate, 3 Whart. 479; Johnson v. Johnson, Sired. Eq. 427; Taylor v. Lucas, 4 Hawks. 215; Bryson v. Nickels, 2 Hill. Ch. 113; Vick v. MoDaniel, 3 flow. Mis. 337 ; Hamberlin v. Perry, 1 Sm. & M. Ch. 589. Where a legacy is payable out of real estate, in consequence of a deficiency in the personal property, it will in case of a lapse go to the heir-at-law ; otherwise, if the personal estate be sufficient. King v. Strong, 9 Paige, Ch. 94. See Van Kleek v. Dutch Church, 20 Wend. 458. ^ Where one of several residuary legatees dies during the lifetime of the testa- tor, his legacy lapses for the benefit of the next of kin, and not forthat of the other legatees. Floyd v. Barker, 1 Paige, Eq. R. 480; Frazieru. Frazier, 2 Leigh, 642. See Tripps v. Frazier, 4 H. & J. 446. But see Hogan v. Hogan, 3 Dana, 572. 188 TKUSTEBS BY RESULTING devisee, the subject of such a devise would not pass by the residuary clause, however ample, but resulted to the heir-at-law.(2) If the residuary devise itself were the subject of the lapse, that was of course a fortiori a case for a resulting trust in favor of the heir.(a) However the recent statute of 1 Yict. c. 26, has done away with this distinction between a residuary disposition of real and personal estate : the 24th Section of that act enacts, that every will made after the 1st of January, 1838, shall be construed, with reference to the real and personal estate comprised in it. to speak and take effect, as if made at the death of the testator : And by the 25th section such real estate, or interest therein, as is comprised in any devise, in such will contained, which shall fail or be void or otherwise incapable of taking effect, shall be included in the residuary devise (if any) con- tained in such will. In future therefore a residuary devise of real estate will have the same effect in excluding the claim of the heir-at-law to a lapse or void devise, as a residuary gift of personal estate "would have had on a similar claim on the part of the next of kin : and it becomes unne- cessary to enter into the consideration of that long and intricate class of cases, which have arisen upon the conflicting claims on the part of the heir-at-law on the one hand, and the residuary legatees on the other, to gifts lapsing or becoming void ; where it was doubtful whether the subjects of those gifts had so far been invested_with the character of personal estate, as to pass by the residuary bequest.(6) Where the failure or lapse of a particular devise or bequest is an event expressly contemplated by a testator, and provided for by a gift by way of substitution to some other person, such a disposition will unquestionably exclude the claim of the heir-at-law or next of kin to take by resulting trust, (e) It is clear, that where the disposition, which fails, applies to a de- fined *and ascertained portion, or interest in the property, L -■ which is excepted and separated from the rest, and devoted to the purpose, which cannot take effect ; the person taking the pro- perty, subject to the disposition so failing, will hold as a trustee for the heir-at-law or next of kin to the extent or during the continuance of the partial interest thus created : unless that interest is otherwise disposed of by the will.(d) («) Cook D. Stationers' Comp. 3 M. (a) Eyre d. Marsden, 2 Keen, 564; &K. 262; Watson u Earl of Lincoln, Salt ■». Chattaway, 3 Beav. 576. Ambl. 328 ; Oke v. Heath, 1 Ves. sen. (6) See 2 Jarra. Pow. Dev. 77, &c. 141; Cambridge v. Rous, 8 Ves. 25; (c) Rose v. Rose, 17 Ves. 347; Price Jones V. Mitchell, 1 S. & S. 290. [Van v. Hathaway, 6 Mad. 304. Kleeck v. Dutch Church, 20 Wend. (d) See the principle stated by Sir J. 457 ; 6 Paige, 600 ; Lingan v. Carroll, 3 Leach, in Cooke v. Stationers' Comp. 3 H. & McH. 333.] M. & K. 264, 5. OR PRESUMPTIVE TRUST. 189 Where however the gift is of a sum of money, which is directed to be raised out of the estate, and applied to certain purposes, which fail or cannot take effect : it frequently becomes a question of ex- treme nicety to determine, whether the charge has been so dis- tinctly created by the testator and excepted from the corpus of the estate, as to convert the person taking the property into a trustee for the heir-at-law or next of kin to the extent of the charge ; or whether the failure of the particular purposes declared shall enure for the benefit of the donee of the estate, so as to cause the charge to sink for his benefit. It is at any rate clear, that where an estate is given charged with a sum of money upon a contingency, which does not happen, the charge sinks for the benefit of the donee. (e) As in the case put by Lord Eldon(/) of a devise of land to A., charged with a legacy to B., provided B. attain the age of twenty-one. Then the devise is absolute to A., if B. do not reach twenty-one. In that case the will is to be read, as if no such legacy were given, and the heir-at- law cannot come in, because the whole is given absolutely to the devisee. However it seems, that if the contingency, on which the charge is to be raised, once happen, and the interest subsequently lapses : as in the case last put, if B. reached twenty-one, and then died in the testator's lifetime, the ordinary rule would prevail, and the heir would be entitled by a resulting trust.(^) It has been decided, that where there is an absolute gift of pro- perty, to which is annexed a condition to apply part of the property, or to pay a sum of money for an illegal purpose ; there will be no resulting trust as to that portion, which is the subject of the condi- tion, but the donee will take the whole absolutely for his own benefit. Thus in a case where there was an absolute bequest of leaseholds, with a condition to assign part to a charity ; it was contended, that the legatee was a mere trustee as to that part, and, the trust being void, that it belonged to the next of kin : but Sir John Leach, V. C, held, that it was the same, as if the illegal condition had been to pay a sum of money to a charity, in which case it was clear that the legatee would have retained the whole without payment of the money, and that therefore in the case in question he was entitled to retain the whole, without the assignment of a part.(^) However it seems very difficult upon principle to support any dis- (e) Atlorney-General v. Milner, 3 (/) In Sydenham v. Tregonwell, 3 Atk. 112; Croft v. Slee, 4 Ves. 60. Dow. 212. [Stone V. Massey, 2 Yeates, 369; Smith (g) 2 Jarm. Pow. Dev. 43. V. Wiseman, 6 Ired. Eq. 540.] Qi) Poor v. Mial, 6 Mad. 32. 190 TRUSTEES BY RESULTING tinction in favor of the donee, merely on the ground, that the par- ticular trust, which fails, is created in the form of a condition. And r*1381 *^'^ *difficulty is yet greater, when, as in Poor v. Mial, the J condition is applied to a specified portion of the estate ; for then that portion would seem to be necessarily excepted out of what is given to the donee, so as to be brought within the general rule as stated above. Where the condition is for the payment of a sum of money, the decision in favor of the donee taking absolutely would probably be supported upon the general doctrine laid down in King V. Denison, that such a condition operates, not as an exception out of the gift to him, but as a charge upon it.(^') In Bland v. Wilkins,(^) lands were given to E. N. in fee, on con- dition that her executors should pay IQl. to a charity, and Sir Thomas Sewell held, that the 101. should go' to the heir.(A) Sir John Leach himself appears subsequently not to have adhered to his decision in Poor v. Mial, as to the effect of a gift upon an illegal condition, even where the condition was to pay a sum of money. In Henchman v. Attorney-Greneral,(Z) there was a devise of copyholds in fee, upon condition that the devisee should within one month pay 2000Z.'to the executor to be applied for charitable purposes. The testator left no customary heir or next of kin, and Sir J. Leach, V. C. held, that the devisee took, subject to the payment of the 2000Z. which went to the crown, for want of an heir or next of kin.(Z) This decision was afterwards reversed on appeal by Lord Broug- ham, C, who held that the devisee took the copyholds discharged of the legacy, on the ground that the court would not interfere against the devisee, to compel the performance of the condition on behalf of the crown, whatever it might do in support of a claim hy the heir-at- law. {m) The case therefore as decided by Lord Brougham is certainly no authority on the general question between the devisee and heir-at- law ; although it clearly establishes, that the crown or other lord ly escheat, will not be entitled to a void or lapsed charge by virtue of a resulting trust, but that the devisee in such a case will hold as against those parties for his own benefit discharged from the trust. It is clear, that if an estate be devised, charged generally with legacies ; and any of the legacies fail, no matter how, there will be no resulting trust for the heir, but the devisee shall have the benefit (i) See Cooper v Stationers' Comp., tioners' Comp., 3 M & K. 266 ; where 3 M. & K. 264. Sir J. Leach observes, " that a condi- (it) Bland u Wilkins, 1 Bro. C. C. tion to pay legacies, is no more than a 61, n. charge of the legacies." {I) Henchman v. Attorney-General, (m) S. C. on Appeal, 3 M. & K. 435. 2 S. & S. 498; and see Cooke t). Sta- [See Taylor ti.Haygarth, 14 Simons, 8.] OR PRESUMPTIVE TRUST. 191 of the failure.(w) And this doctrine follows necessarily from the general principle. A general charge of legacies is in its effect only auxiliary to the personal estate ; it is therefore uncertain what part, if any, of the devised estate will be required for satisfying the lega- cies, and such a disposition cannot operate to except and separate any particular portion of the estate from what is given to the devi- see, so as to impress the gift of that portion with the character of a trust.(o) This reason does not seem to be .applicable, where the legacies are charged exclusively on the devised estates ; in which case the ques- tion, whether the devisee or heir-at-law will be entitled to the benefit of a *failure or lapse, must necessarily be governed by the same rules, which have been established with respect to other L ^ charges besides legacies. With respect to the general question, whether charges becoming void or failing, belong to the heir or the devisee. Lord Eldon has stated the result of the decisions to be, — that if the estate is given to the devisees in such a way, that a charge is to be created by the act of another person, raising the question between that person and the devisees, the heir has no claim : but if the devisor himself has cre- ated the charge, and to the extent of that charge, the intention ap- pears on the face of the will, not to give the estate to the devisees, it will to the extent of that charge, the particular object failing, go to the heir : a distinction, which his Lordship characterized " as ex- tremely nice, perhaps not easy of application."(p) It has been remarked by Mr. Jarman, that " even the adoption of this distinction with its acknowledged nicety, will not be found to reconcile all the cases, in which a devisor has himself created a spe- cific definite charge on a devised estate in favor of another person. "(g) But we will now proceed to consider some of the decisions on this subject : and first those in favor of the heir. In Arnold v. Chapman(r) a testator devised a copyhold estate to Chapman, "He causing to be paid to his executors the sum of 1,000Z. ;" and after payment of debts and legacies, he devised the re- mainder of his estate to the Foundling Hospital. This being in effect a bequest of 1,000?. to the hospital out of the estate was void by the Statute of Mortmain, and a question arose, whether it should go to the heir, or sink for the benefit of the devisee. Lord Hardwicke de- cided, that the chajrge, being well made on the estate, but not well disposed of, was to be considered as part of the real estate undis- (n) Kennell v. Abbott, 4 Ves. 811. (g) 2 Jarm. Pow. Dev. 44. (o) 2 Jarm. Pow. Dev. 44, 90. (r) Arnold v. Chapman, 1 Ves. sen. ip) In Sidney v. Shelley, 19 Ves. 108. 363. [Approved in Shaeffer's Appeal, 8 Barr, 42.] 192 TRUSTEES BY BESULTING posed of, and that the heir was therefore entitled by way of resulting trust.(r) So in the case of Bland v. Wilkins,(8) which has been already men- tioned, where there was a devise in fee on condition that the devisee's executors should pay lOZ. to a charity, the bequest to the charity was held to result to the heir.(8) The case of Gravenor.i). Hallum,(i) which was decided in favor of the heir, arose upon the claim of the heir in opposition to that of the residuary devisees to void annuities given out of real estate. The particular devisees of the estate, out of which the payments were to be made, do not appear to have raised any claim for their own bene- •jSt ; indeed in that case they were undoubtedly mere trustees. In Wright v. Row,(m) the question seems to have arisen, but it does not distinctly appear from the report in Brown, what was the deci- sion of the court, although the m?irginal note states it to have been in favor of the specific devisee, (m) Legacies out of the produce of real estate which is directed to be sold, are to be regarded in the same light, and governed by the same rules as charges on the estate : therefore according to the general rule, where *such legacies are excepted out of, and not merely ■- -I charged upon, the gift of the produce of the real estate, the heir and not the donee will be entitled to the benefit of a failure or lapse of the legacies ; while on the contrary the donee and not the heir will be entitled, if the produce of the estate be given subject to or charged with the legacies that fail.(a;) Thus where there is a devise to trustees to sell, and out of the pro- duce of the sale to pay legacies, which fail ; and there is then a gift of the residue of the produce, or the residue after payment of the legacies to other devisees ; those devisees will in no event take more than what remains over and above the amount of the legacies ; and the amount of those legacies upon the failure of the original objects, will go to the heir-at-law by resulting trust, (y) On the other hand, a series of decisions are to be met with in favor of the title of the devisee to take an interest, which lapses or fails, to the exclusion of the heir-at-law's claim by resulting trust. Thus in Jackson v. Hurlock,(s) a testator devised lands to B. and her heirs, charged with the payment of any sum, not exceeding 10,000?., to such persons as he by any writing should appoint. The (r) Arnold v. Chapman, 1 Ves. Sen. {y) Hutcheson i>. Hammond, 3 Bro. 108. C.C. 128; Page ■«. Leapingwell, 18 Yes. (s) Bland v. Wilkins, 1 Bro. C. C. 61, n. 463 ; Gibbs v. Rumsey, 2 V. & B. 294. \t) Ambl. 643. (z) Jackson v. Hurlock, Ambl. 487 ; (u) Wright V. Row, 1 Bro. C. C. 61. S. C. 2 Ed. 263. \x) Cook V. Stationers' Comp., 3 M. & K. 264, OR PRESUMPTIVE TRUST. 198 testator by writing charged on the estate inter alia sums amounting to about 6,0001. to charitable uses. Lord Northington held that these void legacies must sink into the estate for the benefit of the devisee. It had been argued by counsel, he said, on a mistake, as if he in- tended at all events to take 10,000^. out of the estate, whereas he meant the reverse. A sum not exceeding 10,000Z. had put a charge on the estate, which could not take place. (a) In the case of Barrington v. Hereford,(a) and also in that of Baker V. Hall,(6) there was a devise of real estate charged with a yearly payment to charity, and in each case it was held, that the charge sunk for the benefit of the specific devisee. However it will be ob- served, that both those decisions were against the claim of the resi- duary devisees, and as the title of the heir does not seem to have come in question in either of those cases, they can neither of them perhaps be considered as an authority on the general question of the claim of the heir under such circumstances.(c) But in King v. Denison,(cZ) as stated by Sir John Leach, M. R., in his judgment in Cooke v. Stationers' Company,(e) the testator de- vised her real estates subject to and chargeable with certain an- nuities for life, but survived all the annuitants ; and Lord Eldon de- cided against the claim of the heir-at-law, holding that the devisees took the estate discharged of the annuities. And in Cooke v. Stationers' Oompany,(e) where a testator devised his freehold and leasehold estates to his executors in trust, desiring, that they would sell so much as would purchase 10,700Z. 3 per cent, consols; *and he then proceeded to give several legacies, among which was one of 2,5001. consols to the Stationers' L J Company, the interest thereof to be paid to his wife during her life, and one of 8001. to the parish of Beckenham, for charitable pur- poses ; and he gave and devised to his wife the rest and residue of his estate, on condition that all the legacies were paid : the principal question was, whether those legacies being void should go to the heir- at-law or the devisee ; and Sir John Leach after reviewing all the authorities, and stating the principle to be deduced from them, came to the conclusion, that those legacies were a charge upon and not an exception from the gift to the wife, and his Honor accordingly made a decree in favor of the wife.(/) The case of Henchman v. Attorney-Greneral,(^) and Lord Broug- (2) Jackson v. Harlock, Ambl. 487 ; (d) 1 V. & B. 260. S. C. 2 Ed. 263. (e) 3 M. &K. 266. (a) 1 Bro. C. C. 61, n.; S. C. 3 Dow. (/) Cooke v. Stationers' Corap. 3 M. 212; and 4 Ves. 811. & K. 262. (6) 12 Ves. 497. (g-) Henchman v. Attorney-General, (c) See these cases considered in 2 2 S. & S. 498 ; and S. C. 3 M. & K. 485. Jarm. Pow. Dev. 47, 9. 13 194 TRUSTEES BY RESULTING ham's decision of that' case on appeal have been already considered; and we have seen, that the decision in that case in favor of the spe- cific devisee against the claim of the crown or other lord by escheat, is no authority against the heir-at-law. (^) In Kennell v. Abbott, (A) where a legacy which was given out of the produce of real estate directed to be sold, failed, — the decision was, that the property was absolutely converted into personal estate, and that the legacy therefore passed by the residuary gift. But Lord Alvanley observed, that "it is now settled, that if an estate is devised, charged with legacies, and the legacies fail, no matter how, the devisee shall have the benefit of it, and take the estate."(A) Amid these conflicting decisions, which all alike profess to be governed by the same general rule, it becomes extremely difficult to apply the general rule, so as to determine with accuracy, what would be considered an exception out of a gift, so as to entitle the heir in case of a lapse or failure, or what a mere charge upon the gift, which would sink for the benefit of the devisee. The general intention to be gathered from the terms of the devise in each particular case will of course prevail. However the cases seem at any rate to decide, that where there is an express gift of an estate to a person charged with ; or subject to ; or on condition of ; paying certain legacies, which lapse or are void ; there will be no resulting trust in consequence of the failure, but the donee will be entitled to the benefit.(«) — Unless indeed there is a sufficient indica- tion of a contrary intention : as where it appears, that the payment of the sum by the devisee at all events is the express condition on which the estate is given to him. (A;) But where the charges, ot legacies are in the first place expressly and distinctly made or given with directions to trustees for their ap- propriation, and payment, and the remainder of the estate is then given to other devisees; it seems that those devisees will take only what remains after the satisfaction of those charges, which must be raised for the benefit of the *heir-at-law, if the original ob- •- J jects contemplated by the testator cannot take.(Z)(l) (g) Henchman v. Attorney-General, 108; the circumstances of Bland v. 2 S. & S. 498 ; and S. C. 3 M. & K. 485. Wilkins are not stated with sufficient (fe) Kennell I). Abbott, 4 Ves. 811. minuteness, to enable any conclusion (i) Jackson v. Hurlock, Ambl. 487, to be drawn from that case ; see 1 Bro. and 2 Ed. 263; King v. Denison, 1 V. C. C. 61, n. & B. 260; Cooke v. Stationers' Comp. (/) Gravenor u. Hallam, Ambl. 643; 3M.&K. 262; Henchman D.- Attorney- Jones v. Mitchell, 1 S. & St. 290; General, ib. 493. [King v. Mitchell, 8 Hutcheson v. Hammond, 3 Bro. C. C. Peters, 326.] 128; Gibbs v. Rumsey, 2 V. & B. 294. (Jc) Arnold v. Chapman, 1 Ves. sen. (1) The observations in the text are throughout based on the assumption that no distinction is to be made between charges void ah initio, and those failing by OR PRESUMPTIVE TRUST. 195 Although the legacies be first expressly given, if there be a devise of the residue charged with payment of the legacies, it has been de- cided by Cooke v. Stationers' Company(m), that such a case comes within the first class of decisions stated above, and the legacies will sink for the benefit of the devisee.(m) It is clear as a general rule, that where property real or personal is directed to be converted for purposes, which fail, either from being void ah initio, or by lapse, there will be ho conversion of the interest thus becoming undisposed of, but that interest will result to the heir- at-law, if the subject of the direction be real estate, or to the next of kin, if it be personal estate. (n) Thus where land is directed to be converted into money, and the produce applied to purposes, which are either illegal and void;(o) or which fail by lapse ;{p) the trust will result as real estate to the heir- at-law, and not to the next of kin. And the same doctrine prevails with respect to legacies, charged on real estate, or given out of the produce of the sale, which fail from their illegality, or lapse. (g') On the same principle money, given to be laid out in land for pur- Cm) 3 M. & K. 262. V. Leslie, 3 Wheat. 583 ; Shaeffer's App. (n) 2 Jarm. Pow. Dev. 75, 77. [See 8 Barr, 42.] ante, 127 note.] (g) Arnold v. Chapman, 1 Ves. sen. (o) Howse ■!). Chapman, 4 Ves. 542; 108; Gravenor ■«. Hallam, Arabl. 643; Gibbs V. Rumsey, 2 V. & B. 294; Eyre Hutcheson v. Hammond, 3 Bro. C. C. u. Marsden, 2 Keen, 564. 128; Page v. Leapingwell, 18 Ves. (p) Cruse V. Barley, 3 P. Wms. 20; 463; Joaeav. Mitchell, 1 S. & S. 293. Williams v. Coade, 10 Ves. 500. [Craig [Shaeffer's App. 8 Barr. 42.] lapse. However the case of Noel v. Ld. Henley in the House of Lords would seem to be founded on a distinction of this nature, anomalous as it may appear. In that case Ld. Wentworth devised certain estates to trustees to sell, and out of the produce to pay amongst other sums the sum of 5,000/. to his wife, who afterwards died in the testator's lifetime ; and after those purposes he directed the trustees to invest the residue upon certain trusts. One question was, whether the 5,000Z. devolved upon the heir or next of kin, or belonged to the persons entitled to the residue. At the original hearing, Richards, C. B., held, that by the lapse the residuary devisees of the fund were entitled; and this decision was affirmed on appeal by the House of Lords. This case has been commented upon with great minuteness and ability by Mr. Jarman, who remarks, that neither Hutcheson v. Hammond nor any other decision was cited by Ld. Eldon or Ld. Redesdale in their judgments on this case in the House of Lords, although the principle of the decision is at direct variance with that established by Hutche- son V. Hammond, and the cases which follow it. However if the case of Noel V. Ld. Henley can stand as an authority consistently with the other line of cases, it has been remarked by Mr. Jarman, that it is introductive of this anomaly; that the gift of a residue of a fund, arising from real estate devised to be sold, includes specific sums out of that fund, void in event by the subsequent death of the devisee in the testator's lifetime, but not those, which are void ab initio. Noelu. Ld. Henley, 1 Dan. 322 and 211; S. C. 7 Pri. 240. And see 2 Jarm. Pow. Dev. 89, et seq. 196 TRUSTEES BY RESULTING TKUST. poses which cannot take effect, will result to the next of kin, and not to the heir-at-law. (r) For as we have already seen, the doctrine established by Chapman v. Fletcher,(g) that money directed to be r*1431 ^°^^^*^<1 i'l l^^*^) ^"^^ oiily paHially disposed of, will result to the heir-at-law, will not be *extended to those cases, where there is z, failure of the contemplated purpose. So where real estate is directed to be sold, and the produce of the sale blended with the general personal estate, and the mixed fund is directed to be applied to purposes, which fail either wholly or in part, whether from lapse or from being originally void ; the interest, thus becoming undisposed of, will result to the heir-at-law, so far as it is constituted by the real estate, and to the next of kin, so far as it is composed of personal estate.(<) However if it appear from the will to have been the testator's in- tention, that the produce of his real estate directed to be sold, should for all purposes be considered as personal estate, the next of kin will be entitled to the whole benefit of the failure of a legacy given out of a mixed fund of real and personal estate, to the exclusion of the heir- at-law.(M)' Where the terms of a bequest render it doubtful, whether the pur- pose contemplated by the testator were illegal or not, evidence will be admitted for the purpose of establishing the legality of the be- quest. But in such cases, the nature of the bequest must be such as of itself to create the presumption of its invalidity, as no evidence could be received for the purpose of raising such a presumption in (r) Darour v. Motteux, 1 Ves. 320 ; {t) Ackroyd v. Smithson, 1 Bro. C. Mogg V. Hodges, 2 Ves. 52; Cogan v. C. 503; Amphlett v. Parke, 2 R. & M. Stephens, 1 Beav. 482, n. ; Hereford v. 221 ; Johnson v. Woods, 2 Beav. 409; Eavenhill, id. 481 ; Giblett v. Hobson, 5 Salt v. Chattaway, 3 Beav. 576. Sim. 651 ; and 3 M. & K. 517. («) Durour v. Motteux, 1 Ves. sen. (s) 3 Bro. P. C. 1. 108 ; Phillips v. Phillips, 1 M. & IC'. 649. • See Craig v. Leslie, 3 Wheat. 383 ; Burr v. Sims, 1 Whart. 263. So where the proceeds of realty are directed to be divided for the general purposes of the will, as for instance, to form with the personalty a common fund, for all the pur- poses of the will, though it should happen, that some of them fail, it will be con- sidered an absolute conversion. Burr v. Sims. But an express provision that the proceeds shall constitute a fund of personal property, and _a direction that they should not in any case lapse, or will not exclude the heir as to an undis- yoscd o/surplus. Fitch v. Weber, 6 Hare, 145; Attorney-General v. Henchman, 2 R. & M. 221 ; Gordon v. Atkinson, 1 De G. & Sm. 478. Phillips v. Phillips, 1 M. & K. 649, above cited, was disapproved in these cases, and expressly over- ruled in Taylor v. Taylor, before the Lord Chancellor, 17 Jurist, 585. There the tes- tator had directed his real estate to be sold, the proceeds to be joined to the per- sonalty, and divided among certain nephews. One of these died after the date of the will, but before the testator's death, and it was helS that his share went to the heir-at-law and not the next of kin. See also Flint v. Warren, 16 Sim. 124; 12 Jur. 810. TRUSTEES BY CONSTRUCTIVE TRUST. 197 the first place. On this account the onus prohandi will always rest on the parties, seeking to support the bequest, to rebut the presump- tion, that exists against it. (a;) ^CHAPTER II. C*144] TRUSTEES BY VIETUB OE A CONSTRUCTIVE TRUST. Wherever the circumstances of a transaction are such, that the person, who takes the legal estate in property, cannot also enjoy the beneficial interest, without necessarily violating some established principle of equity ; the court will immediately raise a constructive trust, and fasten it upon the conscience of the legal owner, so as to convert him into a trustee for the parties, who in equity are entitled to the beneficial enjoyment. These constructive trusts may be separately considered under two distinct classes of cases : one where the acquisition of the legal estate is tainted with fraud either actual or equitable. And the other, where the trust depends upon some general equitable rule, inde- pendently of the existence of fraud. (1) L— WHERE THE ACQUISITION OP THE LEGAL ESTATE IS AFFECTED WITH FRAUD. In cases of fraud, whether construQtive or actual, courts of equity have adopted principles extremely broad and comprehensive in the application of their remedial justice : and especially where there is any fraud afi"ecting the acquisition of property, they will interfere and administer a wholesome justice, and sometimes even a stern jus- tice in favor of innocent persons, who are sufferers by it without any (z) Giblett V. Hobson, 3 M. & K. 517. (1) "There is one good, general, and infallible rule, that goes to both these kinds of trusts. It is such a general rule, as never deceives ; a general rule, to which there is no exception ; and that is this : the law never implies, the court never presumes a trust, but in case of absolute necessity. The reason of this rule is sacred; for, if the chancery do once take liberty to construe a trust by implication of law, or to presume a trust unnecessarily, a way is opened to the Lord Chancellor lo construe or presume any man in England out of his estate. And so at last every case in court will become casus pro amico." Per Lord Nottingham in Cook v. Fountain, 3 Swanston, 585.— T. 198 TRUSTEES BY CONSTRUCTIVE TRUST. fault on their own side. And this is readily done by converting the offending party into a trustee' and making the property itself subser- vient to the proper purposes of recompense by way of equitable trust.(a)(l) (a) 1 Story Eq. Jur. § 184, &o., [Robertson v. Robertson, 9 W. 32. See Peebles v. Reading, 8 S. & R. 492.] (1) AJeed maybe avoided at common law on the ground of its being obtained by' fraud; and indeed the question of fraud or no fraud in obtaining a will of real estate can be tried in a court of law only. The jurisdiction of courts of equity, therefore, in cases of fraud is merely concurrent with that of the courts of law. But the proceedings in courts of equity are much better adapted for the investiga- tion and trial of such questions ; and there are many cases of fraud, wholly be- yond the reach of courts of law, of which equhy will take cognizance. The con- sideration of these questions therefore, with the exception of wills, is in practice almost exclusively vested in the Court of Chancery. 3 Bl. Comm. 431; 1 Fonbl. Eq.B. 1, Ch. 2, s. 3; 1 Mad. Ch. Pr. 341 ; 1 Stor. Eq. Jur. § 184. [See note,(i) post, 150.] A feme coverte is answerable for an act of fraud in a court of equity, as much as if she were a. feme sole. Jones v. Kearney, 1 Dr. & W. 134, 167. [So where an infant represented himself to another to be of full age, and executed a release on which the latter acted ; it was held that he could not afterwards impeach the release on the ground of his minority. Wright v Snowden, 2 DeG. & S. 321. See Stoolfoos v. Jenkins, 12 S. & R. 399 accord. An infant may, it seems, be bound by an equitable estoppel. Hall v. Timmons, 2 Rich. Eq. 120 ; so of a feme coverte. Davis v. Tingle, 8 B. Monr. 539. But at law a contract entered into through fraud of an infant cannot be enforced. Conroe v Birdsale, 1 John. Cas. 127; Burley !). Russell. 10 N. H. 184; Brown v, Dunham, 1 Root. 272. Though the infant may perhaps be liable in an action of deceit. Fitts v. Hall, 9 N. H. 441.] ' In Massachusetts, where there is no distinct equitable jurisdiction on the ground of fraud, the court cannot, in order to give relief, convert a fraud into a trust, and thus support a bill in equity. Mitchell v. Green, 10 Metcalf, 101 ; Whitney 1). Steams, 11 Metcalf, 319. Where, however, the question of fraud arises incidentally in a matter of which the court has cognizance, it may proceed to inquire into and decide the same. Ibid. Goodrich v. Staples, 2 Cush. 258. It may be here remarked, that the right to set aside a conveyance obtained by fraud, is not a mere right of entry, but constitutes an equitable estate in the land, and,is therefore devisable. Stump v. Gaby, 22 L. J. Ch. 352. In this case, which was that of a conveyance obtained by an attorney, and a subsequent devise to him by way of confirmation by the grantor, the Chancellor, Lord St. Leonards says, " What then is the interest of a man in an estate which he has conveyed to an attorney in a manner in which the attorney cannot maintain it? In the view of this Court he is still owner of the estate, subject to the repayment to the attorney of the money he has received ; and the consequence is that he may devise the estate as an equitable estate." This question of course could not arise in any state, where, as in Pennsylvania, (McKissick v. Pickle, 4 Harris, 140), rights of entry of all kinds are devisable. The principle of Stump v. Gaby, is a fortiori, applicable to constructive trusts " in the absence of fraud" (see post, page 170, &o.), such as the equitable interest of a purchaser under a contract of . sale of land, which it is well settled may be assigned or devised. Malin -o. Malin, 1 Wend. 625; Clapper v. House, 6 Paige, 149; Cogswell v. Cogswell, 2 Edw. Ch. 231. TRUSTEES BY CONSTRUCTIVE TRUST. 199 *The court has never ventured to lay dovrn as a general pro- r*i 45-1 position, what shall constitute fraud ;(6) nor can any invaria- ble rule be established on this point. Fraud is infinite, and were the court to lay down rules, how far it would go in extending relief against it, the jurisdiction would be cramped, and perpetually ex- cluded by new schemes, which the fertility of man's invention would contrive. Therefore if a case of fraud, or presumption of fraud, should arise, to which no case previously decided, or even no prin- ciple already established, can be applied, a new principle would be established to meet the fraud ; as the principles, on which former cases have been decided, have been from time to time established, as fraud contrived new devices, (c) However, we will now proceed to consider some of the principal cases, in which a constructive trust has been established on the ground of fraud. In Chesterfield v. Ja,nsen,{ol) Lord Hardwicke distinguished the cases of fraud, against which the court will relieve, into four classes. 1st, Fraud, arising from facts and circumstances of imposition, which is the plainest case. 2d, Fraud, apparent from the intrinsic value, and subject of the bargain itself; such as no man in his senses, and not under delusion would make on the one hand, and as no honest or fair man would accept on the other. 3d, Fraud, which may be pre- sumed from the circumstances, and condition of the parties contract- ing : a rule which is wisely established by the court to prevent taking surreptitious advantage of the weakness or necessity of another. And 4th, Fraud, collected from the circumstances of the transaction, as being an imposition or deceit upon other persons not parties to the fraudulent agreement, (d) We will now proceed cursorily to consider these several species of fraud, .so far as they bear on the subject now under discussion. And 1st, Of fraud arising from facts or circumstances of imposition. Wherever a person is entrapped into the execution of an instru- ment through a conspiracy or combination for that purpose, or by surprise, oppression, intimidation, or any other practice at variance with fair dealing ; that clearly comes within the first and plainest class of cases for equitable relief ; and the court will not suffer the parties to avail themselves of the legal rights thus acquired, but will interpose and give redress. (e) (6) Per Lord Eldon in Mortlock v. (e) Earl of Bath and Montague's BuUer, 10 Ves. 306; Lawley «. Hooper, case, 3 Ch. Ca. 56; Bennet v. Vade, 2 3 Atk. 279. Atk.'324; Neville v. Wilkinson, 1 Bro. (c) 1 Mad. Ch. Pr. 341, 3d ed. C. C. 546; Evans v. Llewellyn, 1 Cox, (d) Chesterfield v. Jansen, 2 Ves. 340; Willan v. Willan, 16 Ves. 82; 1 155. [Hinchman v. Emans, Saxt. Ch. Fonbl. Eq. B. 1, Ch. 2; 1 Mad. Ch.Pr. 100.] 342, &c.; Barnesly v. Powell, 1 Ves. 200 TEUSTEBS BY CONSTRUCTIVE TRUST. And so where a deed, or other instrument conveying an interest in property, however formally and solemnly it may be executed, is ob- tained by means of some misrepresentation, or concealment of facts, or more strongly still, by both of those means together ; the party r*14.fi1 *'^^^"g under such an instrument *will be treated as a '- -J trustee for the person, whom he has thus fraudulently in- duced to execute it ; and at the suit of the injured party the instru- ment will be decreed to be delivered up, and a reconveyance exe- cuted. (/) It has been laid down, that this equitable relief will be equally ad- ministered, whether the fraud consist of a positive misrepresentation, or of a wilful concealment of fact, whether it be by suggestio falsi or suppressio veri.[g) But first of those cases, where there has been suggestio falsi. Where the devisee under a will, which was defectively executed, represented to the heir, that the will was duly executed, and thus in- duced the heir to execute a deed of conveyance of the devised estates to him for a small pecuniary consideration, the court relieved against the effects of the conveyance on the ground of the fraud. (A) So where an executor obtained a release from a legatee by means of a false representation to the legatee, that she had no legacy, the release was set aside.(z) And on the same principle, the court will not recognise an interest under a contract which has been acquired by means of a false state- ment, that the party was acting for another person ; if it be proved that the false statement induced the other party to enter into the con- tract, or occasioned him any loss or inconvenience. (A:) In like manner, where a party had obtained an agreement for an exchange of estates by a false representation as to part of the pro- perty, that the tenants consented to the exchange ; it was held by 289; Bridgman v. Green, 2 Ves. 627; [Smith ■«. Richards, 13 Pet. 26; Torrey Matthew v. Hanbury, 2 Vera. 187 ; Say v. Buck, 1 Green, Ch. 366.] V. Baiwick, 1 V. & B. 195; How v. {h) Broderiok v. Broderick, 1 P. Weldon, 2 Ves. 517. Wms. 239. (/) 1 Fonbl. Eq. B. 1, C. 2; 1 Mad. (i) Jarvis v. Duke, 1 Vem. 19; and Ch. Pr. 348; Mitf. Eq. PI. 128, 4lh ed.; see Murray -o. Palmer, 2 Scho. & Lef. 1 Story Eq. Jur. §. 187, &o. [Boyce v. 474; James v. Greaves, 2 P. Wms. Grundy, 3 Pet. U. S. 210; Lewis o. 270; Horseley i;. Chaloner, 2 Ves. 83. McLemore, 10 Yerg. 206; Spenoe v. (fc) Phillips v. Duke of Bucks, 1 Daren, 2 Alab. 251; Pitts v. Getting- Vern. 227 ; Harduig ?>. Cox, ib. n. ; Scott ham, 9 Porter, 671; Harris v. William- v. Langstaffe, Loffl, 797, 8, cited Fel- son 4 Heyw. 124. See Tyler v. lows i'. Lord Gwydyr, 1 Sim. 63 ; S. C. Black, 13 How. U. S. 231.] 1 R. &M. 83; see 1 Sugd. V. & P. 211, (g-) Jarvis v. Duke, 1 Vernon, 19 ; 9th ed. Broderick v. Broderick, 1 P. Wms. 239. TKXJSTEES BY CONSTRUCTIVE TEUST. 201 Sir Thomas Plumer, M. R., that the agreement was altogether vitiated by this misrepresentation. (Q(l) It was decided moreover by this last case, that where a fraudulent misrepresentation applies to part only of the subject-matter of a transaction ; the party affected with the fraud cannot support^ the transaction as to the remaining parts, but the fraud will operate, if at all, to vitiate and destroy the contract in toto.{m) It seems to be immaterial whether the misrepresentation be made with full knowledge of its being false, or in ignorance whether it be true or false ; in either case, if it had the effect of deceiving the other party, it will equally affect the conscience of the party, by whom it is made ;(w) and it has even been decided to be immaterial, that the false statement is made innocently' and by mistake, if the falsehood has been the inducement to the other party to act.(o)^ *The misrepresentation may be equally a matter of equi- r^-. ^^T table cognizance, whether it be by deeds as by words ; by ^ artifices to mislead, or by positive assertions. A court of equity, said Lord Thurlow, would make itself ridiculous if it permitted a dis- tinction between the two cases. (^) However it is not every misrepresentation, even though wilful or fraudulent, that will go to the extent of avoiding a conveyance or agreement: nor is it fitting: as that would occasion great uncer- [l) Clermont v. Tasburgh, 1 J. & W. {p) Neville v. Wilkinson, 1 Bro. C. 112. C. 546; see Chesterfield v. Jansen, 2 (m) S. C. 1 J. & W. 120; but see Ves. 155; 1 Story Eq. .Tur. § 192; Hu- Lane v. Page, Ambl. 235. guenin v. Basely, 14 Ves. 273. [See (n) Ainslie v. Meddlicott, 9 Ves. 21. State v. Holloway, 8 Blackf. 45.] (0) Pearson v. Morgan, 2 Bro. C. C. 385; Burrowes v. Lock, 10 Ves. 470. (1) In the case of Turner u. Harvey it was observed by Lord Eldon, that although a purchaser is not bound to give to a vendor information as to the value of the property, yet "if a word, if a single word be dropped, which tends to mislead the vendor, that principle will not be allowed to operate." Turner v. Harvey, Jac. 178. 'Hough V. Richardson, 3 Story, 659; Harding t). Randall, 15 Maine, 332; Lewis V. MoLemore, 10 Yerg. 206 ; TurnbuU v. Gadsden, 2 Strob. Eq. 74 ; Roose- velt V. Fulton, 2 Cow. 129; Smith v. Babcock, 2 Wood. & M. 246; Thompson v. McCann, 4 B. Monr. 601; Lockridge v. Foster, 4 Scamm. 570; Hunt v. Moore, 2 Barr, 105; Joice «. Taylor, 6 G. & J. 54; Smith v. Richards, 13 Pet. 26; Cham- plin V. Leighton, 6 Paige, 189. It is not material that the misrepresentation was merely by an agent (Fitzsimmons v. Joslin, 21 Verm. 129 ; Brooke v. Berry, 2 Gill. 83) ; or by a partner. Blair ■«. Bromley, 2 Phillips, Ch. R. 354; 11 Jur. 617. But if the agreement be fair between the parties, it is not invalid because brought about by a third person with the intent of benefiting himself. Bellamy V. Sabine, 2 Phill. Ch. 425. In the case of a written contract, parol representa- tions, though erroneous, if made bona fide, must have been inserted in the instrti- ment to be relieved against. Turner v. The Navigation Co., 2 Dev. Eq. 236. 202 TRUSTEES BY CONSTRUCTIVE TRUST. tainty. The fact misrepresented must be something material, and such as goes to the essence of the contract.(j) Moreover the truth or falsehood of the representation must lie exclusively within the knowledge of the person, by whom it is made ; and it must have the effect of deceiving the other party into the transaction. Thus where the subject of the misrepresentation is merely a matter of opinion, as for instance as to the value of the property ; or facts which lie equally within the knowledge of both parties ; or statements, which it is mere folly on the part of a vendor to give credence to ; for in- stance the amount, which other parties would give for the property, or other similar assertions ; the court will not interfere to relieve a party from the consequences of his own folly or carelessness. (r)^ It is to be observed, that the effect of misrepresentation in vitiating a transactipn has been most frequently considered in suits hj the fraudulent persons for the specific performance of agreements, which had been obtained by the misrepresentations of the plaintiffs them- selves. It is an universal rule, that a party coming into equity to enforce a specific performance, must appear with clean hands ; and very slight proof of improper conduct, in obtaining the agreement, will be sufficient for the court to refuse to enforce its execution. But where the court is required to interfere actively against the legal or equitable rights of a party, claiming under a deed or agree- ment, a much stronger case must be established ; and the subject and extent of the false representation, as well as its other circumstances and consequences, must be such, as according to the foregoing ob- servations will clearly and unequivocally amount to a case of fraud. (s) It is undoubtedly true that a concealment of facts, or suppressio veri will not of itself constitute so strong a case of fraud as where there has been suggestio falsi. Thus in the ordinary relation be- tween a vendor and purchaser, it has been decided, that the mere (g) 1 Fonbl. Eq. Ch. 2, s. 8; 1 Stor. Madd. Ch. Pr. 349; 1 Sjjgd. V. &P. 6; Eq. Jur. n 91, 195. [Hough «. Richard- 1 Story Eq. Jur. § 197; Vernou i). Keys, son, 3 Story R. 659 ; and see Morris 12 East, 632. [4 Kent, Comm. 484.] Canal v. Emmett, 9 Paige, Ch. IBS'; (s) Willan v. Willan, 16 Ves. 83; Turnbull v. Gadsden, 2 Strobh. Eq. 14.] Cgdman v. Homer, 18 Ves. 10; Mort- (r) 1 Fonbl. Eq. Ch. 2, s. 8; 1 locke ■!). BuUer, 10 Ves. 292. ' See 4 Kent. Comm. 483 : notes to WooUam v. Hearne, 2 Lead. Cas. Eq. parti, 541; Warner v. Daniels, 1 W. & M. 90; Hough v. Richardson, 3 Story, 659; Eldridge ?). Jenkins, Id. 181; Belli). Henderson, 6 How. (Miss.) 311; Bestv. Blackburne, 6 Litt. 51; Glasscock v. Minor, 11 Mis. 655; Jazin v. Toulmin, 9 Alab. 662; Smith v. Richards, 13 Pet. 26; Speiglemyer v. Crawford, 6 Paige, 254; Hutchinson v. Brown, 1 Clark, 408. Misrepresentations of value may sometimes become material, at least in resisting specific performance ; (Best v. Stow, 2 Sand. Ch. 298 ; and see Tyler v. Black, 13 How. U. S. 231 ; Spalding v. Hedges, 2 Barr, 240 ;) or where there is a fiduciary relationship between the parties. Spence v. Whittaker, 3 Port. 297. TRUSTEES BY CONSTRUCTIVE TRUST. 203 concealment by the purchaser of a fact, tending materially to en- hance the value of the property, as for instance the existence of a mine, will not of itself avoid the transaction as fraudulent ; although, as has been observed by Lord Eldon, a word, a single word, tending to mislead the vendor, will have that effect.(«) But where the concealment amounts to a wilful suppression of facts by a party for his own, benefit, and the consequent r+iAS"! injury of another, under *circumstances, which render it his duty to have disclosed those facts to the other party, and in respect of which he could not innocently have remained silent, it is beyond all question, that such undue concealment will amount to a case of fraud, against the consequences of which the injured party will be relieved by a court of equity.(M)^ Thus where a party, in treating for a purchase of a reversion after the determination of two estates for life ; carefully suppressed the fact of the death of one of the tenants for life, and by that means obtained a much better bargain. Lord Eldon set aside the pur- chase, (a;) (0 Fox V. Maoreth, 2 Bro. C. C. Gordon v. Gordon, 3 Swanst. 470, 7 ; 420; Turner v. Harvey, Jao. 178; 1 Bowles v. Stuart, 1 Sch. & Lef. 209; Sugd. V. & P. 6. [Bowman v. Bute, 2 Turner v. Harvey, Jac. 169 ; Madde- Bibb, 47; Bean v. Herrick, 3 Fairf. ford v. Austwiok, 1 Sim. 89; 1 Mad. 262.] Ch. Pr. 351; 1 Story Eq. Jur. § 204, 7. (u) Fox V. Maoreth, 2 Bro. C. C. 420; {x) Turner v. Harvey, Jao. 169. ' See Halls v. Thompson, 1 S. & M. 443 ; Young v. Bumpasa, 1 Freem. Ch. 241 ; Torrey v. Buck, 1 Green, Ch. 366 ; White v. Cox, 3 Heyw. 79 ; Toplingt). Dooley, 1 Yerg. 290 ; Napier v. Elam, 6 Yerg. 108 ; Snelson v. Franklin, 6 Munf. 210. It is difficult to define within what limits a concealment of material facts will be fraiidulent. Mr. Justice Story, (Eq. Jurispr. ^ 207,) states it to be "the non-dis- closure of those facts and circumstances, which one party is under some legal or equitable obligation to communicate to the other: and which the latter has a right not merely in _/bro conscientiee, hut juris et dejure, to know;" and see Laidlaw V. Organ, 2 Wheat. 178. Chancellor Kent in an earlier edition of his Commen- taries (2 Kent, 482) advanced the broader doctrine, " that each party is bound to communicate to the other his knowledge of material facts, provided he knows him to be ignorant of them, and they be not open or naked." This opinion he however subsequently modified. See the remarks in Hall v. Thompson, 1 Sm. & M. 482. In Bowman v. Bates, 2 Bibb, 47, 52, which was a bill to rescind a con- tract of sale, it appeared that the purchaser had discovered on the land of the vendor a salt spring, which greatly enhanced its value ; that he had prevented the agent of the vendor (who was his brother) from giving information of the fact to his principal, and had concealed the discovery by various artifices. The Court of Appeals, Clarke, J., dissenting, held that the fraudulent concealment avoided the contract. This case comes very near that put by Lord Thurlow in Fox V. Macreth, of the mine discovered by the purchaser. In order, however, to set aside a contract on the ground of fraudulent conceal- ment, there must be direct personal fraud; no CEise of constructive notice, as through an agent, of the fact alleged to be concealed, can be set up. Wilde v. Gibson, 12 Jur. 527; 1 H. L. Cas. 605. 204 TRUSTEES BY CONSTRUCTIVE TRUST. And in another case where the younger of two brothers disputed the legitimacy of the elder, an agreement between them for the divi- sion of the family estates was rescinded by the same eminent judge : the younger brother having been apprized at the time of the agree- ment, that the parents had been married before the birth of the elder brother, and not having communicated that fact to the elder brother. («/) And in a later case a purchase by a managing partner of his co- partner's share for a sum, which he knew to be inadequate from accounts which were in his possession, but which he did not commu- nicate to his copartner, was set aside by the Vice-Chancellor (Sir John Leach), on the ground of fraud, and the decision was affirmed on appeal by Lord Brougham, G.{xx) Where the parties to a transaction stand in a fiduciary relation the one to the other, — for instance where, as in the last two cases, they are members of the same family, or copartners, — the obligation to disclose material facts becomes more imperative, and the fraud of concealment proportionably more odious. (yy) Imperfect information, given in a way calculated to produce a false impression, is equivalent to concealment. "He," says Lord Eldon, " who undertaking to give information, gives but half infor- mation, in the doctrine of this court conceals. "(2) The rules, which we have already seen to have been established with respect to cases of misrepresentation ; viz., that the false state- ments must be of ^uch facts as are material, and do not lie within the knowledge of the other party, and must have the effect of de- ceiving him into the transaction, apply a fortiori to cases of suppres- sion or concealment. Upon the same principle, where a party executes a conveyance or release, which is founded on entire ignorance or mistake of his rights, even though no fraudulent suggestion or practice be made use of to induce him to act, a court of equity will consider it to be against con- science to take advantage of the party's ignorance, and will relieve against the effects of the instrument. Thus in the case put by the Lord Chancellor in Pusey v. Desbouverie, if an heir-at-law through ignorance of his right to a lapsed devise convey away for a trifling consideration the estate, which is the *subject of the lapse, L J the conveyance would not be suffered to stand good : and (2/) Gordon v. Gordon, 3 Sw. 400. [Ogden v. Aster, 4 Sandf. S. C. 312; Ixx) Maddeford v. Austwick, 1 Sim. Farnum v. Brooks, 9 Pick 234. So in 89; S. C. on appeal, 2 M. & K. 279; the case of solicitor and client; Hig- and see Popham v. Brooke, 5 Russ. 8. gins v. Joyce, 2 Jones & Lat. 282.] (1/3/) See Gordon v. Gordon, 3 Sw. (z) InWalkerti. Symonds,.3Sw.73. 470,7; Cooking v. Pratt, 1 Ves. 401. TRUSTEES BY CONSTRUCTIVE TRUST. 205 many other instances in -vvliich this relief has been administered might be adduced.(a) The equity in favor of the injured party will of course be stronger, where the person in whose favor the instrument is made, is possessed of more information as to the rights of the other party, than that party himself ; for that would amount to a case of suppressio veri : (J) but it has been decided, that the same relief will be administered where both parties are in an equal state of ignorance. (c) However it has been held in some cases, that where a transaction is founded on mutual ignorance or mistake, not of fact but of law, the court will not relieve the parties from the consequences: although it is extremely difficult to define with accuracy, what will be a mis- take of law, and what one of fact, so as to reconcile those cases with the other decisions. (c?) Where the object of a mutual conveyance under such circumstances is to arrange family quarrels, the court will do its utmost to support it, and will be very reluctant to disturb the arrangement solely on the ground of mere ignorance or mistake. (e)' Where a person is in the situation of a bona fide purchaser with- out notice, and has given the full value for the estate, it is clear, that ignorance or mistake of their rights on the part of the vendors, will not be suffered to turn to the prejudice of the purchaser, so as to convert him into a trustee. (/) (a) Turner v. Turner, 2 Ch. Rep. 81 ; M'Carthy v. Decaix, 2 R. & M. 6^2 ; Pusey V. Desbouverie, 3 P. Wms. 316 : Goymour v. Pigge, 13 L. J. Ch. 322. Bingham v. Bingham, 1 Ves. 126 ; (c) Willan v. Willan, 16 Ves. 72 ; Ramsden v. Hylton, 2 Ves. 304; Dun- M'Carthy v. Decaix, ubi sup.; Lands- nage v. White, 1 Sw. 137; Naylor v. downe v. Landsdowne, Mose. 364; S. Winch, 1 S. & St. 564; M'Carthy v. C. 2 J. & W. 205. Becaix, 2. R. & M. 614; Evans v. (d) PuUen «. Ready, 2 Atk. 587, 591 ; Llewellyn, 2 Bro. C. C. 150; S. C. 1 Ingham v. Child, 1 Kro. C. C. 92; Mild- Cox, 333; Huguenin v. Basely, 4 Ves. may i'. Hungerford, 2 Vern. 242. [Free- 273; Hore v. Becher, 12 Sim. 465; man i;. Cook, 6 Ired. Eq. 378.] Goymour v. Pigge,. M. R., May, 1844, (e) Stockley v. Stockley, 1 V. B. 23 ; 8 Jur. 526. [See Tyler v. Black, 13 Gordon v. Gordon, 3 Sw. 400; Neale v. How. U. S. 231; Beard v. Campbell, 2 Neale, 1 Keen, 672. [See Hoghton v. A. K. Marsh, 125.] Hoghton, 12 Eng. L. & Eq. 139.] (6) Cocking v. Pratt, 1 Ves. 400 ; (/) Molden v. Mennill, 2 Atk. 8. 'A court of equity does not in general relieve for mistake of law. Hunt v. Rousmaniere, 1 Pet. S. C. 1 ; Lyon v. Rich, 2 J. C.R. 60; Story Eq. Jur. § 136, where is a full discussion of the cases ; Brown v\ Armistead, 6 Rand. 594 ; Win- termute's Exr. v. Snyder's A dministr. 2 Green, Ch. 498; Hinchman v. Eman's Adm. Saxt. Ch. 100; Gunter v. Thomas, 1 Ired. Eq. 199; Ferguson v. Ferguson, 1 Geo. Dec. 135. Where, however, in a case in Kentucky the mistake was shown to be that of the party's counsel, he was relieved. Fitzgerald v. Peck, 4 Littell, 127. As to mistake in compromises, see Currie v. Steel, 2 Sandf. S. C. 542 ; Bradley v. Chase, 22 Maine, 524 ; and notes to Stapilton v. Stapilton, 2 Lead. Cas. in Eq. part ii. p. 265. 206 TRUSTEES BY CONSTRUCTIVE TRUST. It is almost unnecessary to state, that in all these cases the fraudu- lent transaction will be binding on the guilty party himself; for no person is allowed to take advantage of his own fraud. And a court of equity in decreeing relief in these cases always puts the party relieved upon the terms of returning any considera- tion or other benefit, which he may have derived from the fraudulent transaction, and this rule proceeds upon the most obvious principle of equity. Upon this ground therefore, where a party, who seeks to set aside a transaction on the ground of fraud, has so dealt with the property, as to render it impossible to replace the other party in the same condition, that he was in previously, the suit will be dis- missed. (A)^ Upon the same principle of constructive fraud, a court of equity will interpose in cases, where a conveyance is so framed by mistake as to include property, to which it was not intended to apply. The court in such cases considers it unconscionable and fraudulent for the purchaser to take advantage of the mistake, and will not suiFer him r*1501 *° assert a claim to the ^possession of that, which he never , bought, and which he was never intended to take.(i) It is to be observed, that the Court of Chancery has no jurisdiction to entertain a question of fraud in obtaining a will, which where it relates to real estate, belongs to the consideration of a court of law ;{k) and if to personal estate, is exclusively decided upon in the (A) Anglesey v. Annesley, 1 Bro. P. K. Marsh, 343 (but see Hyne i). Camp- C. 289: see King v. Hamlet, 2 M. & bell, 6 Monroe, 280); not however K. 481. ^ against a iona^dc purchaser, Whitman (i) Rarasden v. Hylton, 2 Ves. 304 ; v. Weston, 30 Maine, 285.] , Beaumont v. Bramley, T. & R. 52; (k) James v. Greaves, 2 P. Wms. Marquis of Exetar v. Marchioness of 270; Webb v. Claverden, 2 Atk. 424; Exeter, 3 M. & Cr. 321 ; Lindo v. Lindo, Bates v. Graves, 2 Ves. jun. 287 ; Pem- 1 Beav. 496; see Underbill i). Horwood, berton v. Pemberton, 13 Ves. 297; but 10 Ves. 225. [Richardson v. Bleight, see Goss ■«. Tracy, 1 P. Wms. 28S;S. 8 B. Monr. 580; Whaley v. Elliot, 1 A. C. 2 Vem 700. ' Daniell v. Mitchell, 1 Story, 173 ; Harding v. Handy, 11 Wheat. 103; Dower V. Fortner, 5 Porter, 9; Jones v. Wing, Harringt. Ch. 301; Brogden v. Walker, 2 H. & J. 285; Martin v. Broadus, 1 Freem.Ch. 35; Waters i). Lemmon, 4 Hamm. 229 ; Lowry v. Cox, 2 Dana, 469 ; Gary v. Turner, 3 Bibb. 54 ; Pintard v. Martin, 1 S. & M. Ch. 126; White v. Trotter, 14 S. &M.'30; Keltner v. Keltner, 6 B. Monr. 40; Brown v. Witter, 10 Ohio, 142; Bruen v. Hone, 2 Barb. S. C. 506; Daggett V. Emerson, 1 W. & M. 195; Cunningham v. Fithian, 2 Gilm. 650; ShaefFer v. Slade, 7 Black. 128. The party applying for the assistance of equity on the ground of fraud, must have been prompt on the discovery of the fraud; long delay will he sufficient, if unexplained, to occasion a refusal of that assist- ance. Lawrence v. Dale, 3 J. C. R. 23 ; De Armand v. Phillips, Walk. Ch. 186; Davis, iJ. James, 4 J. J. Marsh, 8; Barbour v. Morris, 6 B. Monloe, 208;Xacey V. McMillan, 9 B. Monr. 523; Outlaw v. Morris, 7 Hump. 262; Cunningham «). Fithian, 2 Gilm. 650; Ayres v. Mitchell, 3 S. & M. 603. TRUSTEES BY CONSTRUCTIVE TRUST. 207 spiritual court.(Z)^ But in some cases they appear to have interfered, 80 far as to declare the party, practising the fraud, a trustee for the party prejudiced by it.(m) (1) We shall see presently, that parol evidence is undoubtedly admis- Q) Plume V. Beale, 1 P. Wms. 388 ; Devenish v. Baynes, Preo. Ch. 3 ; Kerrick v. Barnsby, 7 Bro. P. C. 449; Barnesley v. Powell, 1 Ves. 287, 119; Archer 1). Mosse, 2 Vern. 8; ex parte 1 Fonbl. Eq. B. 1, Ch. 2, s. 3, n. (u); Fearon, 5 Ves. 647 ; Allen v. M'Pher- Marriott v. Marriott, 1 Str. 666 ; Segrave son, 1 Phill. 133; 1 Mad. Ch. & Pr. v. Kirwan, 1 Beatty, 157; Buckley «. 344;Gingell'!). Home, 9Sim. 539. V^Telford, 2 CI. & Fin. 102; 8 Bligh, (m) Herbert I). Lownes, 1 Ch. Rep. Ill; Podmore'u. Gunning, 7 Sim. 744; 13; Thynn v. Thynn, 1 Vern. 296; Kennell v. Abbott, 4 Ves. 802. (1) The existence of this jurisdiction in equity has undergone much consideration in the recent case of Allen v. Macpherson ; where a testator, having given some considerable legacies and benefits to the plaintiff by his will [and codicils], and made the defendant residuary legatee, by a subsequent codicil revoked the gifts to the plaintiff and others [giving him a small weekly allowance for life instead] , who thereupon filed his bill, alleging, that the testator was induced to make this revocation by the fraudulent representations of the defendant, and seeking to have him declared a trustee for him to extent of the legacies so revoked. The will and codicils had been admitted to probate. The defendant put in a general demurrer to this bill for want of equity, which was overruled upon argument by Lord Langdale, M. R., thereby affirming the existence of this jurisdiction in the court. But this decision was reversed on appeal by Lord Lyndhurst, C, who allowed the demurrer. The plaintiff then appealed to the House of Lords against this last decision, and that appeal is still pending. Allen v. Macpherson, 5 Beav. 469; 1 Phill. 133. [On the appeal the House of Lords affirmed the decision of the Chancellor; Lord Lyndhurst. and Lords Brougham and Campbell, voting for the affirmation ; Lords Cottenham and Langdale, forreversing. 2H. L. Cases, 191. Lord Cottenham in a very able opinion endeavored to establish a distinction be- tween fraud in obtaining particular provisions in a will, and fraud in obtaining the will itself; but it was alleged that the ecclesiastical courts had jurisdiction in either case, and the distinction was not sustained. Sir Edward Sugden', now Lord St Leonards, " inclines to agree with the decision of the Lords," Law of Prop. H. L. 195, note.] ' The same doctrine has been held in the courts of equity in the United States, with reference to wills which have been established in the courts of probate, Colton V. Ross, 2 Paige, Ch. 396: Hamberlin v. Terry, 7 How. Miss. 143 ; Hunt V. Hamilton, 9 Dana, 90 ; Blue v. Patterson, 1 Dev. & Bat. Eq. 459 ; Howell v. Whitechurch, 4 Heyw. 49 ; Lyne v. Guardian, 1 Mis. 410 ; Muir v. Trustees, 3 Barb. Ch. 477 ; McDougell v. Peyton, 2 Desaus. 313 ; Burrows v. Ragland, 6 Hump. 489 ; Hunter's Will, 6 Ohio, 449; Gaines v. Chew, 2 How. U. S. 645 ; Tarver v. Tarver, 9 Pet. U. S. 180 ; Gould v. Gould, 3 Story, 516 ; Watson v. Both well, 1 1 Alab. 653 ; see Johnston v. Glasscock, 2 Id. 233 ; Jones i). Adams, 22 Verm. 50. Where, however, the party claiming against the will, is not in possession, and an impedi- ment exists as to part, as, in the case of real estate, an outstanding trust terra, which would prevent the contesting of the will by ejectment, he may come into equity, on the ground of inadequate remedy at law; and the jurisdiction^ having attached as to part, may be retained as to all. Brady v. MoCosker, 1 Comst. 214. The objection cannot be firstraised on appeal. Clarke v. Sawyer, 2 Com- stock, 498. 208 TRUSTEES BY CONSTRUCTIVE TRUST. sible for the purpose of avoiding a written instrument on the ground of fraud. In the case of Marquis of Townshend v. Stangroom it was attempted to establish a distinction in this respect between cases oi fraud, and of mistake or surprise; and the admission of parol declarations in support of the plaintiff's case was objected to on the part of the defendant; but Lord Eldon after reviewing all the authorities, as well as the general principles of the court in dealing with such cases, disallowed the objection and admitted the evidence.(w) Where a person by means of his promises, or otherwise by his general conduct, prevents the execution of a deed or will in favor of a third party, with a view to his own benefit ; that is clearly within the first head of frauds, as distinguished by Lord Hardwicke : viz., that arising from facts or circumstances of imposition : and the person so acting will be decreed to be a trustee for the injured party, to the extent of the interest, of which he has been thus defrauded.' Therefore where a husband of the tenant in tail in remainder by force and management prevented the tenant in tail in esse, who was on his deathbed, from suffering a recovery, for the purpose of pro- viding for other parties out of the estate by his will : it was held by Lord Thurlow, that the estate was to be considered exactly, L J as if the recovery had been ^suffered, even as against the tenant in tail, in whom the legal estate was vested, and who was not a party to the fraud. (o) And so where the issue in tail promised his father the tenant in tail to provide for his younger children out of the estate, and thus prevented his father from suffering a recovery for that purpose; equity will compel the performance of the promise. (|?) And in another case where the wife of a copyholder prevented her husband from vesting the copyhold in his son after his death, by promising herself to make it over to him, if he appointed her his successor instead of the son, she was decreed to be a trustee for the son, notwithstanding the Statute of Frauds, on the ground of the fraud.(g') (n) Marquis of Townshend v. Stan- {p) Per Cur. in Devenish v. Baines, groom, 6 Ves. 328 ; see Mortimer v. Free. Ch. 5. Shortall, 2 Dr. &. W. 363. (g) Devenish v. Baines, Free. Ch. 4. (o) Luttrell v. Olmins, cited 1 1 Ves. 638; and 14 Ves. 290. ' Miller v. Fearce, 6 W. & S. 97 ; Jones v. McKee, 3 Barr, 496 ; 6 Barr, 428; Jenkins v. Eldridge, 3 Story, 181; Howell v. Baker, 4 J. C. R. 118; Hoge u. Hoge, 1 Watts, 213; in which last case is a full discussion of the question on principle and authority, by Chief Justice Gibson. In order to create the trust, howevit, there must have been some fraud active or passive, in procuring the deed or devise : the mere breach of a promise to convey is not sufficient. Hoge V. Hoge, ut supra. TRUSTEES BY CONSTRUCTIVE TRUST. 209 And in like manner if an heir or devisee prevent a testator from charging his estate with annuities or legacies, by promising them- selves to make the payments, they will be trustees for the annuitants or legatees notwithstanding the statute. (r) And the same principle will be applied where an executor or residuary legatee prevents a gift of a legacy by promising himself to pay it.(s) Upon the same principle it is settled, that where an instrument is destroyed or suppressed by the defendant, relief may be obtained in equity.(«) As if a will, by which a legacy is given, be destroyed or concealed by the executor ; the legatee may obtain a decree for payment against him.(M)^ And so where a deed or will is suppressed by the heir, the party claiming under the instrument has been decreed to enjoy the pro- perty, and the guilty party to convey.(a;) It was laid down as a principle by Lord Hardwicke in one case, that where a deed is destroyed, and the contents of the deed are proved, the party shall have the benefit of it :(«/) and this proof seems to have been given in the majority of the cases. (z) However, in one ease, where there was no evidence of a deed, which a party confessed to have burned, he was ordered to be com- mitted, until he admitted the deed, as stated in the bill.(a) And in another case, where there was no exact evidence of a will, (r) Chamberlaine «. Charaberlaine, (u) Tucker v. Phipps, 3 Atk. 360: 2 Freem. 34; Oldham v. Lichfield, 2 Hayne i;. Hayne, 1 Dick, 18. Vera. 506 ; Mestaer v. Gillespie, 1 1 [x) Eyton v. Eyton, 2 Vera. 280, and Ves. 638; Huguenin u Basely, 14 Ves. Preo. Ch. 116; Dalton v. Coatsworth, 290; and see Griffin 0). Nainson, 4 Ves. 1 P. Wms. 731; Woodroffe u. Burton, 344. stated 1 P. Wms. 734. {s) Thynn v. Thynn, 1 Vern. 296 ; (y) Saltern v. Melhuish, Ambl. 249. Reach u. Kennigate, Ambl. 67; Barrow (z) Cowper v. Cowper, 2 P. Wms. ?). Greenhough, 3 Ves. 152; Chamber- 748; Garteside t). Radcliffe, 1 Ch. Ca. lain V. Agar, 2 V. & B. 250 ; Podraore 292 ; Hunt v. Matthews, 1 Vera. 408 ; V. Gunning, 7 Sim. 644. Wardour v. Beresford, ib. 452. (/) Bates i;. Heard, Toth. 66, and 1 (a) Sanson d. Eumsey, 2 Vern. 561, Dick. 4; 1 Madd. Ch. Pr. 424. cited 1 P. Wms. 733. ' That equity has jurisdiction in case of a lost, suppressed, or spoliated will was held in Allison v. Allison, 7 Dana, 90; Bailey v. Stiles, 1 Green. Ch. 220; Buchanan V. Matlock. 8 Humph. 390; Meade v. Langdon's heirs, cited 22 Verm. 59. See • Story's Equity, { 254 ; Legare v. Ash, 1 Bay (S. C), 464. In Gaines v. Chew, 2 How. U. S. 645, the question was raised but not decided ; the court holding that the complainant was at least entitled to discovery. But in Morningstar v. Selby, 15 Ohio, 345, a different conclusion was arrived at after elaborate argument, and the power to establish such a will held to be exclusively in the probate courts. The correctness of the inference drawn from Gaines v. Chew, in this case, may, however, well be doubted. As to the jurisdiction to establish suppressed deeds. See Ward v. Webber, 1 Wash. Va. 274. 14 210 TRUSTEES BY CONSTRUCTIVE TRUST, that had been suppressed, the devisee was decreed to enter and enjoy until the defendant produced the will, and until further order.(5) r*1 '^21 *'^^^ recent case of Spencer v. Sniith(e) was a suit by de- ■J visees against the heir-at-law, to obtain possession of the estate on the ground of the suppression of the will by the heir ; it was held by Sir K. Bruce, V. C, that proof of the existence of the will was sufiScient to entitle the plaintiffs to an inquiry, and an issue devastavit vel non, although no case of suppression was proved against the defendant.(e) The court in all these cases acts upon the principle, that the in- struments, which would have been executed, or would have existed, but for the fraud, are to be treated as if actually executed and ex- isting, ((i) With respect to the second head of fraud as distinguished by Lord Hardwicke, viz., that apparent from the intrinsic value and subject of the bargain itself: — It is to be observed, that mere inadequacy of consideration of itself, and unaccompanied by other circumstances raising a presumption of fraud, will not in general induce the court to relieve from the consequences of an executed conveyance, (e)' If a person, said Lord Hardwicke, will enter into a hard and un- conscionable bargain with his eyes open, equity will not relieve him upon that footing only.(/) ' Where however the inadequacy of consideration is so gross and manifest, that, as Lord Thurlow has observed, " it is impossible to state it to a man of common sense, without producing an exclama- (i) Hampden i). Hampden, cited 1 v. Bateman, 1 Bro. C. C. 22 ; Griffith v. P. Wms. 733 ; S. C. 3 Bro. P. C. 550. Spratley, 2 Bro. C. C. 179, n.; Moth v. (c) Spencer v. Smith, 1 N. C. C. 75. Atwood, 5 Ves. 845 ; White v. Damon, (d) Middleton v. Middleton, 1 J. & 7 Ves. 35; Low v. Rarchard, 8 Ves. W. 99 ; Saltern v. Melhuish, Ambl. 249. 133; Coles v. Trecothick, 9 Ves. 246. (c) Wood V. Abrey, 3 Mad. 423; (/) In Willis u. Jernegan, 2 Atk. Floyer u. Sherrard, Ambl. 18; Stephens 251. ' That mere inadequacy of consideration is not in general of itself, a sufficient ground of relief in equity, has been held in a number of cases in the United States. Osgood V. Franklin, 2 J. C. R. 1 ; White v. Flora, 2 Overt. 426; Butler v. Haskell, 4 DesauB. 651 ; McCormick v. Malin, 5 Blackford, 509 ; Green v. Thompson, 2 Ired. Eq. 365; Dunn «. Chambers, 4 Barb. S. C. 371; Mann v. Betterly, 21 Verm. 326 ; Delafield v. Anderson, 7 Sm. & M. 630 ; see Farmer's Bank, v. Douglass, 11 Sm. & M. 469; Holmes v. Nesh, 9 Mis. 201 ; Coster v. Griswold, 4 Edw. Ch. 364; Young v. Frost, 5 Gill. 287 ; Howard v. Edgell, 17 Verm. 9; Westervelt v. Matheson, 1 Hoff. Ch. 37; Forde v. Herron, 4 Munf 316; Erwin v. Parham, 12 How. U. S. 197. But where the inadequacy is very gross and manifest, so, as has been said, as to " shock the conscience," the court will infer fratld or imposition. Wright v. Wilson, 2 Yerg. 294 ; Butler v. Haskell, 4 Desaus. 652; desti). Frazier, 2 Litt. 118; Barnett ii. Pratt, 4 Ired. Eq. 171; Deaderich V. Watkins, 8 Humph. 520; Juzan v. Toulmin, 9 Alab. 662; Seymour v. De- lancy, 4 J. C. R. 222. TRUSTEES BY CONSTRUCTIVE TRUST. 211 tion at the inequality of it;"(^) the court ■will infer from that fact alone, that there must have been such imposition or oppression in the transaction, or such want of common understanding in the party, as to amount to a case of fraud, from which it will not suffer any benefit or advantage to be derived.(^) It has been remarked by Lord Eldon, that " this principle is loose enough ; but it is one, by which judges in equity have felt themselves bound, and to act upon occasionally for the safety of mankind."(i) But where there are other fraudulent circumstances, connected with a transaction, in addition to that of inadequacy of price, as where the parties stand in a fiduciary relation to one another ;(A;) or the vendor is in distress or ignorance ;{l) or is not competent to protect his own interests ;(m) the insufficiency of the consideration will ma- terially assist the court to the conclusion, that such a case of fraud is established, as to demand redress. Those cases also, where the subject of the bargain is a reversion or expectancy, seem to come directly under the head, which we are now considering. * The sale by an heir of his reversionary or expectant in- terest is looked upon with peculiar jealousy and suspicion by ^ -■ the courts of equity. They discountenance such transactions, as opening a door to taking an undue advantage of the heir's necessi- tous circumstances, and also tending to weaken the due authority of a parent.(w) Such a sale therefore cannot be supported by the pur- chaser against the heir, unless it be perfectly fair in every respect, and untainted with actual or constructive fraud, and particularly, ig) In Gwynne 11. Heaton, 1 Bro. C. (m) Clarkson u. Hamway, 2 P. Wms. C. 8. 203; Gartside v. Isherwood, 1 Bro. C. (fe) Heathcote v. Paignon, 2 Bro. C. C. 558; How v. Weldon, 2 Ves. 517; C. 175 ; Underbill v. Horwood, 10 Ves. Addis v. Campbell, 4 Beav. 40 1. [Crane 219; Ware v. Horwood, 14 Ves. 28; v. Concklin, 2 Saxt. 346; Mann i;. Beit- Stilwell V. Wilkins, Jao. 282. terly, 2 Verm. 326 ; Brooke v.. Gray, 2 (i) In Gibson v. Jeyes, 6 Ves. 273. Gill, 83 ; Holden v. Crawford, 1 Aik. (k) Heme v. Meeres, 1 Vern. 465; 390; Ruraph «. Abercrombie, 12 Alab. Gibson V. Jeyes, 6 Ves. 266. [Wright 64. It is not necessary that there i;. Wilson, 2 Yerg. 294; Brooke u. Gray, should be actual lunacy in such case. 2 Gill, 83 ; Shaefferu. Slade, 7 Blaokf. Ibid.] 178.] (n) Call v. Gibbons, 3 P. Wma. 290 (J) Heme «. Meeres, ubi sup.; Pick- Barnadiston v. Lingood, 2 Atk. 133 ettu. Loggan, 14 Ves. 215; Murray ■;;. Gwynne v. Heaton, 1 Bro. C. C. 10 Palmer, 2 Sch. & Lef. 474; Gwynne u. Walmesly u. Booth, 2 Atk. 28. [See Heaton, 1 Bro. C. C. 1; Wood «. Abrey, Jenkins «. Pye, 12 Pet. 241, 257; notes 3Madd. 417. [McKinneyiJ. Pinckard, to Chesterfield d. Jansen, 1 Lead. Cas. 2 Leigh, 149 ; Gasque v. Small, 2 Eq. 393.] Strobh. Eq. 72; Esham v. Lamar, 10 B. Monroe, 43.] 212 TRUSTEES BY CON-STKUCTIVB TRUST. unless the consideration be adequate, (o) And it rests upon the pur- chaser to prove the adequacy of the price, and the fairness of the transaction, and not upon the heir to show its unreasonableness or insufficiency.(p) And it seems that the heir having reached a mature age is immaterial in this respect.(g') These rules, however, will not be applied with the same stringency to sales by auction, which carry in themselves prima facie proof of sufficiency and fairness,(r) or to cases, where the sale is effected with the sanction or knowledge of the parent of the heir, or the person standing in loco parentis to him ;(s) or if the transaction has been subsequently recognised, or acted upon by the heir,(<) The authorities appear to warrant the application of the foregoing observations to sales by those reversioners only, who combine the character of heir.{l) Although an anxious protection is also ex- tended by equity to persons selling reversionary interests, who are not heirs ; and several cases are to be found, in which relief has been afforded to such persons. On the examination of those cases, however, it will be found, either that advantage had been taken of the vendor's necessities to affect a favorable bargain, or that there existed some other equity in favor of the vendor in addition to the mere inadequacy of price. (m) On the other hand the court has repeatedly refused to interpose for the relief of a reversioner, not being an heir, from the sale of his reversion, merely on the ground of the insufficiency of the conside- ration. («) (0) Knott i;. Hill, IVem. 167; Ches- Parham v. Erwin, 12 How. U. S. terfield v. Jansen, 2 Ves. 125; Pea- 197.] cock V. Evans, 16 Ves. 512; Earl of (s) King v. Hamlet, 2 M. & K. 456. Portmore u. Taylor, 4 Sim; 182; King (t) Chesterfield v. Jansen, 2 Ves. V. Hamlet, ib. 223; and S. C. 2 M. & 125; King v. Hamlet, 2 M.&K. 480. K. 456; Newton v. Hunt, 5 Sim. 54; (u) Wiseman i;. Beake, 2 Vem. 121; Bawtree v. Watson, 3 M. &K. 339. Cole v. Gibbons, 3 P. Wms. 290; 1 (p) Gowland v. De Faria, 17 Ves. Sugd. V. & P. 165; Barnadiston'u. Lin- 24; Davis v. Duke of Marlborough, 2 good, 2 Atk. 133: Bowers v. Heaps, 3 Sw. 141; Shelley v. Nash, 3 Mad. 236; V. & B. 117; Davis v. Duke of Marl- Coles V. Treoothick, 9 Ves. 246 ; Earl borough, 2 Sw. 140, n. ; Addis v. Camp- of Portmore v. Taylor, 4 Sim. 209. bell, 4 Beav. 401. (g) Evans v. Cheshire, Belt's Supp. (.x) NichoUs v. Gould, 2 Ves. 422 ; 305, 6; Addis v. Campbell, 4 Beav. Henley ij. Axe, 2 Bro. C. C. 17; S. C. 401; Davis v. Duke of Marlborough, 2 2 Sw. 141, n. ; Griffith v. Spratley, 2 Wils. 146. Bro. C. C. 179,' n.; S. C. 1 Cox, 383; (r) Shelley v. Nash, 3 Mad. 232; but Moth v. Atwood, 5 Ves. 845; Montes- see Fox i;. Wright, 6 Mad. 111. [New- quieu v. Sandys, 18 Ves. 302; see 2 man v. Meek, 1 Freem. Ch. 441 ; see Swanst. 139, n. (1) It was laid down by Sir Thomas Clarke, M. R., with regard to a sale by a sailor of his share of prize-money at great under value, that it was reasonable to regard the vendor at least in as favorable a light as a young heir. How v. Wei- don, 2 Ves. 517. TRUSTEES BY CONSTRUCTIVE TRUST. 213 We now come to the third species of fraud as defined by Lord Hardwicke; viz., that which is presumed from the circumstances and condition *of the parties contracting. And this, added that p^ jg^-. learned judge, goes farther than the rule of law, which is, L J that fraud must be proved, not presumed.(y) The deeds and other engagements of persons, who are non compo- tes mentis, are in general absolutely void' at law, as well as in equity. It seems, however, that if a person under such incapacity be suffered to levy a fine, it will be good at law: but in such a case there is no doubt, but that equity would relieve, by declaring the party taking under such an assurance to be a trustee, and decreeing a recon^ veyance.(3) It has been held that mere weakness of mind alone, not amounting to idiotcy or insanity, and unaccompanied with fraud, is not a suffi- cient ground to invalidate an instrument.^ For, as was observed by Sir Joseph Jekyl, " the court will not measure the size of people's understandings or capacities ; there being no such thing as an equitable capacity and a legal incapacity."(a) This as an abstract and general proposition is undoubtedly true ; but it is also equally certain, that imbecility, or weakness of under- standing, must constitute an ingredient, and a most material ingre- dient, in examining whether an instrument be invalid by reason of fraud, or imposition, or undue influence. Therefore where the party executing an instrument is a weak man, and liable to be imposed upon, the court will look upon the circumstances and nature of the transaction with a very jealous eye, and will very strictly examine the conduct and behavior of the persons, in whose favor it is made. {y) Chesterfield v. Jansen, 2 Ves. Ch. 2, s. 2, n. (i). [See Price t). Berring- 155. ton, 7 Hare, 394.] (z) Rushloyt). Mansfield, Toth. Trans. (a) Osmond v. Fitzroy, 3 P. Wms. 42 ; Mansfield's case, 12 Co. 123 ; Ad- 130 ; vide et Willis v. Jernegan, 2 Atk. dison V. Mascall, 2 Vern. 678; and 251; 1 Fonbl. Eq. B. 1, Ch. 2, s. 3, nn. stated 3 Atk. 310; 1 Fonbl. Eq. B. 1, (p) & (r) ; 1 Madd. Ch. Pr. 373 ; 1 Story's Eq. Jur. 5 235. ' In the absence of fraud or notice, a lunatic's deed is only voidable. See ante, note to page 46. ^ Ex parte Allen, 1 5 Mass. 38 ; Reppy v. Gant, 4 Ired. Eq. 447 ; Mann v. Betterly, 21 Verm. 326; Mason v. Williams, 3 Munf. 126; Morrison v. McCord, 2 Dev. & Batt. Eq. 221. It is enough if there be a legal capacity to contract, though the parties .differ greatly in mental power. Hadley v. Latimer, 3 Yerg. 537; Thomas V. Sheppard, 2 MoCord's Eq. 36. Mere improvidence is not enough. Green v. Thompson, 2 Ired. Ch. 365. But if there are, besides weakness of intellect, circumstances showing imposition or undue influence, equity will interfere. Harding v. Handy, 11 Wheat. 103; Deatly v. Murphy, 3 A. K. Marsh, 472; Whitehouse v. Hines, 1 Munf. 507 ; Brogden v. Walker, 2 H. & J. 285; Whelan V. Whelan, 3 Cow. 537; Reppy v. Gant, 4 Ired. Eq. 447 ; Rumph v.Abercrombie, 12 Alab. 64. 214 TRUSTEES BY CONSTRUCTIVE TRUST. If it see that any arts, or stratagems, or any undue means, have been used by them to procure such a gift ; if it see the least speck of im- position at the bottom; or that the donor is in such a situation with respect to the donee, as may naturally give an undue influence over' Him; if there be the least scihtaia of fraud in such a case, the court will and ought to interfere. (6) Therefore wherever mental weakness exists, and there are in addition other circumstances connected with the transaction, from which in- gredients, as was said by Lord Thurlow, " there may be made out and evidenced a collection of facts, that there was fraud or misre- presentation used,"(e) the court will relieve. Thus where the provisions of a deed executed by such a person are unreasonable or extraordinary ;((^) or the consideration is nugatory or insufficient ;(e) or where the instrument is stated, contrary to the truth, to be made for a pecuniary consideration ;(/) or more strongly [*155] ®'^^^'' ^^^'^^ *undue practising, or influence has been actually used •,{g) or from the relations existing between the parties will be presumed to have been used,(A)' to induce the execution of the instrument, there will be no question about the exercise of this jurisdiction. The mental weakness in these cases may arise either from a natural, and permanent imbecility, short only of what would support a commission of lunacy ;(«) or it may be occasioned by some tempo- rary illness or debility ; or by the infirmities of extreme old age.(A) (6) Bridgman v. Green, Wilm. 61; Ch. 357; Rumph v. Abercrombie 12 S. C. 2 Ves. 627 ; and see Lord Thur- Alab. 64.] low's remarks inGrifBn v. De VeuUe, 3 (/) Gibson v. Russell, 2 N. C. C. 104. Wood. Lect. App. 16; Lord Dennegal's (g-) Portington v. Eglington, 2 Vem. case, 2 Ves. 407; 1 Fonbl. Eq. B. 1, 189; Gartside v. Isherwood, 1 Bro. C. Ch. 2, s.a. nn. (p)&(r); 1 Madd. Ch. C. 558; Bridgman «;. Green, 2 Ves. 627; Pr. 375; 1 Story's Eq. Jur. ^ 236 ; Gartside Edmunds v. Bird, 1 V. & B. 542. t). Isherwood, 1 Bro. C. C. 560; Black- (A) Osmond v. Fitzroy, 3 P. Wms. ford V. Christian, 1 Knapp, 77. 130 ; Huguenin v. Baseley, 14 Ves. 273; (c) In Griffin v. De VeuUe, 3 Wood. Griffiths v. Robins, 3 Mad. 191 ; Dentu. Lect. App. 16. Bennett, 7 Sim. 539 ; and 4 M. & Cr. 269. (d) Fane v. Duke of Devonshire, 2 (i) Lord Donegal's case, 2 Ves. 407 ; Bro. P. C. 77; Bridgman v.Gieen, 2 Ves. see Osmond v. Fitzroy, 3 P. Wms. 130; 627 ; Dent v. Bennett, 7 Sim. 539 ; S. C. Portington v. Eglington, 2 Vern. 189. 4 M. & Cr. 269. [Reppy v. Gant, 4 Ired. Eq. 447.] (e) Clarkson t). Hanway, 2 P. Wms. (4) Griffiths -u. Robins, 3 Mad. 191; 203; Bridgman «. Green, ubi supra; Dent «. Bennett, 7 Sim. 539. [Harding Gartside v. Isherwood, 1 Bro. C. C. 558. v. Handy, 11 Wheat. 603; Whelan v. [See Hutchinson v. Tindall, 2 Green's Whelan, 3 Cow. 537 ; Brice v. Brice, 5 Barb. S. C. 533.] ' Kennedy v. Kennedy, 2 Alab. 7 ; McCraw v. Davis, 2 Ired. Eq. 618 ; Bnffalow V. Buffalow, 2 Dev. & Batt. Eq. 241 ; Cruise v. Christopher, 5 Dana, 181; Whelan V. Whelan, 3 Cow. 537; Whipple v. McClure, 2 Root, 216; Brice v. Brice, 5 Barb. Sup. C. 533; Brooke v. Gray, 2 Gill, 83. TRUSTEES BT CONSTRUCTIVE TRUST. 215 There is an insurmountable diflSoulty, said Lord Thurlow, in laying down abstract propositions on such a subject, which depends upon such a variety of circumstances.(Z) The efifect of the mental weak- ness of a contracting party upon the judgment of the court will of course depend upon the extent, to which it is supported by the evi- dence in each particular case.(m) Old age of itself is certainly no ground for relieving against the execution of an instrument. (w) And even where the old age is ex- treme, and attended with great infirmity, yet if there be the inter- vention of a third and disinterested person, by whom the transaction is explained, the instrument will not be set aside.(o) Among the four classes of persons, who are deemed in law to be non compotes mentis, Lord Coke has mentioned drunkards, as non compotes by their own act.(p) But, he adds, this kind shall give no privilege or benefit to them or their heirs. However even at law a party may plead non est factum to a deed, which he had been made to execute, when so drunk, as not to know what he was doing, (g') Where an instrument has been executed by a person in a state of intoxication, equity will not on that account alone interfere to set it aside, as against the party taking under it, for that would be to encourage drunkenness, (?•)' and more especially relief will be refused, where the object of the instrument is, to carry into execution a family arrangement, or it is fair and reasonable in its terms. (s) But the case is very different, where there has been any contri- vance or management to draw the party into drink, or some unfair advantage taken of his intoxication ; for such conduct will amount to a direct case of fraud, against which the court will relieve, by Betting aside the deed, {t) {I) In Att.-Gen. v. Parnther, 3 Bro. Cooke ■«. Clayworth, 18 Ves. 12; Nay- C. C. 443. gle V. Baylor, 2 Dr. & W. 60. (m) See Hunter v. Atkins, 3 M. & K. (s) Cory v. Cory, 1 Ves. 19 ; Cooke 146. V. Clayworth. 18 Ves. 12. (n) Lewis v. Pead, 1 Ves. jun. 19. (<) Johnson v. Meddlicott, ubi supra; [Gratz V. Cohen, 11 How. U. S. 1 .] Cory v. Cory, id. ; Cooke v. Clayworth, (o) Pratt 1). Barker, 1 Sim. 1, and 4 id.; Say v. Barwick, 1 V. & B. 195; 1 Russ. 507; Hunter «. Atkins, 3 M. & K. Fonbl. Eq. B. 1, Ch. 2, s. 3, P. 67. 113. [Crane v.. Concklin, Saxt. 346; Hut- (p) Co. Litt, 447, a. chinson v.. Tindall, 2 Green's Ch. 357 ; (9) Cole V. Robbins, BuU.N. P. 172. Phillips v.. Moore, 11 Mis. 600; Cal- (r) Johnson v. Meddlicott, 3 P. Wms. loway u Witherspoon, 5 Ired. Eq. 128.] 131, n. ; see Cory v. Cory, 1 Ves. 19; 'Morrison v. McLeod, 2 Dev. & Batt. Eq. 221 ; Hotchkiss v. Fortson, 7 Yerg. 67 ; Hutchinson v. Brown, 1 Clark's Ch. 408 ; Harrison v. Lemon, 3 Blackf. 51; Belcheru. Belcher, 10 Yerg. 121 ; Maxwell v. Piltinger, 2 Green's Ch. 156 ; White- sides V. Greenlee, 2 Dev. Eq. 152 ; see Moore v. Reed, 2 Ired. Eq. 580, and the remarks in 9 Jur. p. ii. 75, 216 TRUSTEES BY CONSTRUCTIVE TRUST. It is laid down by the author of the Treatise on Equity, that equity will relieve against a disposition of property, where the party is so excessively drunk, that he is utterly deprived of the use of r*1561 ^^^^°^ ^^^ *understanding. Because in such a case there can by no means be a serious or a deliberate consent ; and without this no contract can be binding by the law of nature.(M) This doctrine is certainly in accordance with the maxims of the ju- rists, and has been recognised with approbation by Mr. Maddock, and other eminent writers on equity jurisprudence.(a;) It has been decided, on the other hand, that equity will not at any rate interfere in favor of the party who takes under an instrument executed by a drunkard, to enforce its execution ; although no con- trivance be used or advantage taken by him ; but the parties will be left to their remedies at law.(y) Upon the same principle of fraud, presumed from the circum- stances of the parties, equity will relieve against a conveyance obtained from persons in duress, or under terror, or apprehension.(s) For in such cases they have no free will, but stand in vinculis. And on this account the court looks with great jealousy upon all transactions entered into by a person in a state af imprisonment ; and if they are accompanied by any circumstances of imposition or oppression, it will not suffer them to take effect.(a) And so, where advantage is taken of a person's extreme necessity, or distress, to obtain an advantageous bargain, the court, acting upon the same principle, will give redress.(6) However, it has been remarked by Sir John Leach, V. C, that there was no head of equity more difficult of application, than the avoidance of a contract on the ground of advantage taken of dis- tress; and that there could be no title to such relief, unless the advantage or disadvantage of the contract was within the view of the parties at the time.(c) In all these cases the title to equitable relief will of course be much stronger, where several fraudulent ingredients, such as the (tt) 1 Fonbl. Treat. Eq. 67. [Ware v. (2) Anon. 3 P. Wms. 294, n. e. ; Att.- GibBon, 13 M. & W. 626; Clifton v. Gen. v. Sothen, 2 Vern. 497; Crowi). Davis, 1 Pars. Eq. 31; French D.French, Ballard, 1 Ves. Jun. 220. [Gest v. 8 Hamm. 214 ; see Harrison v. Lemon, Frazier, 2 Litt. 778.] 3 Blaokf. 57; Wiggleworth v. Steers, 1 (a) Nicholls v. Nicholis, 1 Atk. 409; Hen. & Munf. 70.] Hinton v. Hinton, 2 Ves. 634. (a) Puffendorf, Law of Nat. B. 1, Ch. (6) Hawes v. Wyat, 3 Bro. C. C. 156; 4, s. 8; Pothier, Trait. Obligat. n. 49; Pickett v. Loggan, 14 Ves. 215; Wood 1 Mad. Ch. Pr. 398; 1 Stor. Eq. Jur. v. Abrey, 3 Mad. 417. [McCants v. !j 231, &c. Bee, 1 McCord's Eq. 383.] [y) Cragg V. Holme, 18 Ves. 14, n.; (c) Ramsbottom D. Parker, 6 Mad. Shiers 0. Higgons, cited 1 Madd. Ch. 6. Pr. 399 ; Nagle v. Baylor, 2 Dr. & W. 64. TRUSTEES BY CONSTRUCTIVE TRUST. 217 imbecility or distress of the parties, or inadequacy of price, &c., are to be met with together in the same transaction. It is from the collection of such facts, as was remarked by Lord Thurlow, that it is to be made out and evidenced, that fraud or misrepresentation was used.(c?) Wherever, from the peculiar relations or connexion existing be- tween the parties, considerable authority or influence necessarily exists on the one side, and a corresponding reliance and confidence is placed on the other, a party will not be sufi"ered to abuse this authority or influence by extracting from it any advantage to him- self.^ But the court will look into transactions between persons in these relative situations with extreme jealousy ; and if it find the slightest trace of undue influence used, or unfair advantage taken, will interpose, and give redress. (e) Indeed, in some of these cases, as, for instance, in dealings between guardian and ward, r*i 57-1 ^trustee and cestui que trust, or attorney and client, the transaction is in itself considered so suspicious, owing to the near connexion between the parties, as to throw the proof upon the person who seeks to support it, to show that he has taken no advantage of his influence or knowledge, but has put the other party on his guard, bringing everything to his knowledge which he himself knew.(/) Upon this principle, in transactions between a parent and child, every contract or conveyance, whereby benefits are secured to parents by their children, must be perfectly fair and reasonable in all its (d) In Griffin v. De VeuUe, 3 Wood. Cow. 537 ; Brice v. Brioe, 5 Barb. S. C. Lect. App. 16. 533 ; Taylor 1;. Taylor, 8 How. 183.] (c) Filmer 1). Gott, 7 Bro. P. C. C. 70 ; (/) Gibson v. Jeyes, 6 Ves. 276; Gartside D. Isherwood, 1 Bro. C. C.560; Hunter u. Atkins, 3 M. &K. 135. [See Hunter v. Atkins, 3. M. & K. 135; 1 the remarks in Cooke v. Lamotte, 12 Mad. Ch. Pr. 172, 406; 1 Story's Eq. Eng. L. & Eq. 34.] Jur. § 307, &c. [Whelan v. Whelan, 3 'For a statement of the principles on which equity acts in cases of this kind, see Ahearne v. Hogan, 1 Dru. 310; Espey v. Lake, 16 Jur. 1106; Hoghton «. Hoghton, 11 Eng. L. & Eq. E. 138; and Cooke v. Lamotte, Id. 26; where the cases are fully commented on. In Cooke v. Lamotte, the Master of the Rolls lays down the rule in the broadest terms, comprehending within its scope every case where " a person takes a benefit from another to the prejudice of that per- son, and to his own benefit;" and he considers, as a general proposition, that it is requisite that the former " should be able to establish that the donor acted voluntarily and deliberately, knowing what he did." The particular case was that of a post obit bond executed by an aunt to a nephew residing with herj so as to render irrevocable a will executed in his favor; the transaction being through the medium of a solicitor employed by the nephew, and the circumstances showing that she was not aware of the efl^ct of the instrument. The bond was declared void. See, in the United States ; Buflaloe v. Buifaloe, 2 Dev. & Batt. 241; Taylor v. Taylor, 8 How. U. S. 183; Greenfield's Estate, 14 Penn. St. R. 504. 218 TRUSTEES BY CONSTRUCTIVE TRUST. terms and circumstances, or otherwise it will be liable to be set aside.(^) However, before this -will be done, it will be necessary to prove the exercise of undue influence, or to establish some other case of actual or constructive fraud against the parent.(A) For it has been repeatedly decided that a transaction of this nature between a parent and child will be supported as a family "arrange- ment, notwithstanding the relationship between the parties, if it be in other respects reasonable and proper,(i) and more especially if it be such as will conduce to the benefit of the child.(/fc) And it is not necessary that the parent and child, in dealing with a third person, should act by separate solicitors.(Z)' And even if there do exist circumstances connected with the trans- action which might induce the court to relieve against it, the com- plaint must be made at the time, and not after the father's death, or when, by the act of the son, as his marriage, other persons have (g-) Blunden v. Barker, 1 P. Wms. 2 Cox, 263. [Findlay v. Patterson, 2 639; Heron v. Heron, 2 Atk. 161; B. Monr. 76.] Young i;. Peachy, ib. 258; Carpenters. (i) Blackborn v. Edgly, 1 P. Wms. Heriot, 1 Ed. 328; Cocking ri. Pratt, 1 607; Cory u. Cory, 1 Ves. 19; Browne, Ves. 401 ; 1 Mad. Ch. Pr. 406; Story's Eq. v. Carter, 5 Ves. 877 ; Tendrill v. Smith, Jur. § 308 ; Wallace v. Wallace, 2 Dr. & 2 Atk. 85; Cooke v. Burtchaell, 2 Dr. & W. 452, 470. W.165;Tweddellu.Tweddell,T.&E.14. (A) Cocking v. Pratt, 1 Ves. 401; as (A) Kinchant v. Kinchant, 3 Bro. C. in Heron v. Heron, 2 Atk. 161; Young C. 374. [But see the remarks on this V. Peachy, ib. 558; Glisson v. Ogden, case in Hoghton «).Hoghton, 11 Eng.L. citedib.;CarpenterD.Heriot, 4Ed. 328; & Eq. 141.] Hawes V. Wyatt, 3 Bro. C. C. 156; S.C. (;)Cookeu.Burtchaell,2Dr.&W.165. ' The principle to be deduced from the cases on this subject is thus stated in Hoghton V. Hoghton, 11 Eng. L. & Eq. 142, by the Master' of the Rolls (Sir John Romilly)": " If the settlement of the property be one in which the father acquires no benefit not already possessed by him, and if the settlement be a reasonable and proper one, the court will support it, even though it appear that some influ- ence was exerted by him to induce the son to execute it. But it must also appear that there was no suppression of what is true or suggestion of what is false." But the presumption is, in the case of pecuniary transactions between parent and child, just after the child attains the age of twenty-one, and before " complete emancipation," without any benefit moving to the child, that an undue influence has been used to procure that liability on the part of the child; and it is the'TDusiness of the party who endeavors to maintain such a transaction to show that this presumption is adequately rebutted. Hoghton v. Hoghton, Id. 139 ; Archer 1). Hudson, 7 Beav. 551. Thus, the resettlement of family estates between a father and a son, where the father obtains extensive advantages, will not be supported in the absence of unequivocal proof that the whole of the facts were known to the son, the purposes of the deed fully explained to him, and the opera- tion of the respective provisions known to him. Ibid. As to the doctrine of courts of equity in the United States with regard to conveyances from child to parent, see Slocum V. Marshall, 2 W. C. C. R. 397; Taylor v. Taylor, 8 How. U. S. 183, where the rule was very stringently enforced; and Jenkins v. Pye, 12 Peters, 249. TRUSTEES BY CONSTRUCTIVE TRUST. 219 acquired an interest in supporting the validity of the transaction in question.(m) In the case of gifts or conveyances to a guardian hy his ward on coming of age, the ground for equitable relief is far stronger. The court, acting in such cases on the broad principle of public utility, will interpose and relieve against such transactions, although in the particular instance there may not be any actual unfairness or impo- sition.(n) If any improper advantage be taken, that will of course constitute a yet stronger case for relief.(o) And where a gift, purporting to be bounty for the performance of antecedent duties, is made but recently after the ward has attained his full age, " where the connexion is not dissolved,, the account not settled, everything remaining pressing upon the mind of the party under the care of the guardian," it has been observed by Lord Eldon, that it is almost impossible that the transaction shall stand.(p) *In one case indeed a voluntary conveyance by one lately r*! cgi come of age to an agent, who had acted in the management ^ of his estates during his infancy, was partially supported by Sir J. Strange, M. R., as not being a case of fraud ; although some relief was given, by modifying the instrument in respect of some objection- able covenants : — But that case seems to have been decided on its special circumstances, and the general tendency of the observations of the Master of the Rolls in his judgment was in accordance with the doctrine as stated above.(5') • This doctrine depends upon the continuance of the connexion or influence between guardian and ward, notwithstanding the latter may have come of age : as where the estate remains in the guardian's pos- session, or the accounts are unsettled, or where no sufficient time has elapsed, to emancipate the mind of the ward from the bias, or preju- dices of infancy. (»•) But undoubtedly if the ward, after coming of age, and being actually put in possession of his estate, and after the accounts are settled, thinks fit, when sui juris and at liberty, and after taking it into his fair, serious, and well-informed consideration, (m) Brown v. Carter, 5 Ves. 877. partition cannot purchase at the sale (n) Pierce v. Waring, cited 1 Ves. (Gallatin ■«. Cunningham, 8 Cow. 361), 380, and 2 Ves. 548 ; Hylton v. Hylton, nor a testamentary guardian of a de- 2 Ves. 547; Hatch v. Hatch, 9 Ves. visee at a sale of the testator's land 297 ; Dawson v. Murray, 1 Ball & B. under a surrogate's order. Bostwiok v. 229; Aylward v. Kearney, 2 ib. 463; Atkins, 3 Corastock, 53.] Wood V. Downes, 18 Ves. 126 ; Hunter (o) Mulhallen v. Marum, 3 Dr. & W. V. Atkins, 3 M. & K. 135. [Johnson v. 317. Johnson, 5 Alab. 90 ; Somes v. Skinner, (p) In Hatch v. Hatch, 9 Ves. 296. 16 Mass. 348 ; Scott v. Freeland, 7 Sm. (j) Gary v. Mansfield, 1 Ves. 379. & M. 410; Williams v. Powell, 1 Ired. (r) Wright v. Proud, 13 Ves. 138; £q. 460; Gaplinger v. Stokes, Meigs Dawson v. Murray, 1 B. & B. 232, 6. (Tenu.), 175. Guardian ad litem in [Williams v. Powell, 1 Ired. Eq. 460.] 220 TBUSTBES BY CONSTRUCTIVE TKUST. to grant any reasonable reward to his guardian for having honestly; and faithfully discharged his duty, the court will not set that aside. But then it will be for the party, claiming under such a gift, to satisfy the conscience of the court, that the act is of that nature, which ought to be supported.(s) The same principles will be applied to similar transactions in favor of quasi guardians, such as confidential stewards or advisers ;(f) or a keeper of an asylum, under whose care the party making the gift had been placed.(M)' ^ The same doctrine also holds good with respect to transactions be- tween a trustee and his cestui que trust : indeed the cases are usually treated as identical.(a;)(l)^ (s) Hylton v. Hylton, 2 Ves. 549 ; Gray v. Mansfield, 1 Ves. 379 ; Revelt Hatch V. Hatch, 9 Ves. 206, 7 ; 1 Mad. v. Harvey, 1 S. & S. 502 ; Huguenin Ch. Pr, 172; 1 Story's Eq. Jur. ^ 320. v. Baseley, 14 Ves. 273. [Caplingerw.Stokes,Meigs'sTenn. 175; (u) Wright u. Proud, 13 Ves. 136. Scott V. Freeland, 7 Sra. & M. 420.] (a:) Hatch v. Hatch, 9 Ves . 296 ; («) Trevelyan v. Charter, Rolls, 2d Hylton i;. Hylton, 2 Ves. 549 ; Hunter ii. June, 1835 [affirmed 11 CI. & F. Atkins, 3 M. & K. 135. 714; 8 Jur. 1015. See 9 Beav. 140] ; (1) The equitable doctrine, now under consideration, does not apply to a mere dry trustee, such as a trustee to preserve contingent remainders. Parkes v. White, 11 Ves. 226. [Nor is a devisee of land subject to a legacy so far a trustee for the legatee, as to prevent him from purchasing it at a profit. Powell v. Murray, 2 Edw. Ch. 636. So a purchase by a mortgagee is not within the rule. Knight V. Majoribanks, 2 Mac. & G. 10 ; 2 Hall & Tw. 308 ; Murdock's case, 2 Bland, 461. Otherwise, if there be a power of sale. Waters v. Givens, 11 CI. & F. 684.] And it applies only to transactions arising on contract inter vivos, for gifts by will alwaiys imply bounty, and there is nothing to prevent a trustee from receiving a benefit from his cestui que trust, when conferred by will. [And a conveyance to a trustee by cestui que trust, otherwise voidable, may be confirmed by will; when it will not be necessary for the trustee to show fair dealing in obtaining the confirmation. Stump v. Gaby. 22 L. J. Ch. 353.] ' So with regard to medical advisers. Ahearne v. Hogan, 1 Drury, 310; Bil- ling V. Southee, 16 Jur. 188; 10 Eng. L. & Eq. 37. See Whitehorn t). Hines, 1 Munford, 559. The mere fact, however, of a grantee being the physician to his grantor, who was suffering under a chronic disease, was held not to affect a transaction otherwise valid. Daggett v. Lane, 12 Missouri, 215. ' This has been decided in a great number of cases, among which are Davone V. Fanning, 2 J. C. R. 252 ; Child v. Bruce, 4 Paige, 309; Campbell u. Johnston, 1 Sandf. Ch. 148; De Bevoise u. Sandford, 2 Hoff'. Ch. 192; Stuart v. Kissam, 2 Barb. S. C. 493 ; Michaud v. Girard, 4 How. U. S. 503 ; Matthews v. Drogaud, 3 Desaus. 25 ; Boyd v. Hawkins, 2 Ired. Eq. 304 ; Davis v. Simpson, 5 H. & J. 147 ; Richardson v. Jones, 3 G. & J. 163 ; Armstrong 'd. Campbell, 3 Yerg. 201 ; Les- see of Moody V. Vandyke, 4 Binn. 3 1 ; Bruch v. Lantz, 2 Rawle, 392 ; Painter v. Henderson, 7 Barr, 48 ; Shelton v. Homer, 5 Mete. 462 ; Johnson v. Blackman, 11 Conn. 343; Brackenridge v. Holland, 2 Blaokf. 377; Thompsons Wheatly, 5 Sra. & M. 499 ; Soroggins v. McDougald, 8 Alab. 382; and see cases cited in notes to Fox v. Maoreth, 1 Lead. Cas. Eq. 37, &c. The rule does not in general TRUSTEES BY CONSTRUCTIVE TRUST. 221 The court does not say, that a trustee shall in no case take bene- ficially by gift or purchase from his cestui que trust : but such is the general rule ; and this rule depends on the same principles, and is applicable to as great an extent, as that, which governs similar transactions between guardian and ward.(y) And, as was observed by Lord Bldon, it is a difficult case to make out, wherever it is con- tended, that the exception to this rule prevails, (z) In the same case the same learned judge laid it down, that " a trustee *may buy from the cestui que trust, provided there is ^ a distinct and clear contract, ascertained to be such after a, '- ^ jealous and scrupulous examination of all the circumstances, that the cestui que trust intended the trustee should buy ; and there is no fraud, no concealment, no advantage taken, by the trustee of infor- mation acquired by him, in the character of tru8tee."(a) Upon similar principles where a purchase is made by a trustee, or guardian, of the trust property, or any part of it, from himself ; such a transaction is looked upon with even greater odium and suspi- cion, than where the dealing is between the trustee and his cestui que trust. It was laid down by Lord Erskine, that without any consi- deration of fraud, or looking beyond the relation of the parties such a contract is void, as interdicted by the policy of the law. (J) And although the authorities seem scarcely to warrant that assertion in its extreme sense ; yet it is indisputably established, that such a trans- action will not be allowed to prevail under any circumstances, during the continuance of the fiduciary character of the purchaser, unless it be made under the sanction of the Court, or with the full concurrence and consent of the persons beneficially entitled to the property, who ({/) Heme v. Meeres, 1 Vern. 465; (z) In Coles v. Trecothick, 9 Ves. Ayliffe v. Murray, 2 Atk. 59; Fox v. 247. Macreth, 2 Bto. C. C. 400; Coles v, (a) Coles v. Trecothick, ubi supra; Trecothick, 9 Ves. 234 ; exparte Lacey, see Morse v. Royal, 12 Ves. 372 ; Nay- 6 Ves. 625; Morse v. Royal, 12 Ves. lor v. Winch, 1 S. & St. 567; and this 372; Hunter 1). Atkins, 3'M. & K. 135; subject further considered, post [page Whichcote v. Lawrence, 3 Ves. 740; 536, and notes]. Scott V. Davis, 4 M. & Cr. 87; Kerr (i) In Morse v. Royal, 12 Ves. 372. V. Lord Dungannon, 1 Dr. & W. 509, 541. apply to the cestui que trust. Walker v. Brungard, 1 3 Sm. & M. 72 ; but see Ches- ter V. Greer, 5 Humph. 26 ; and Wade v. Harper, 3 Yerg. 383, where it was held that where a debt is secured by a deed of trust, the creditor having the power to direct and control the sale, cannot purchase the trust property so as to make a profit thereon; and that such sale is voidable as to other creditors and the assignor. A sale by the trustee to his cestui que trust, is equally voidable by him with a purchase by the former. McCanty v. Bee, 1 McCord's Ch. 383. See post, 535, and notes. 222 TRUSTEES BY CONSTRUCTIVE TRUST. of course in that case tnust be competent to consent ; and even then it will regarded with great suspicion, (c) In the absence of such corroborative circumstances a purchase of this nature, however fair and honest in itself, is voidable at the option of the cestui que trust : nor is it necessary to show, that the trustee has made any profit, or obtained any advantage by this purchase ;(c?) although it will be supported against the purchaser, if found to be beneficial to the trust estate.(e) And it is immaterial in this respect, that the purchase is made at a public sale by auction ; (/) or by an- other person as agent for the trustee. (5^) / This doctrine applies not only to trustees strictly so called, but also to persons standing in a similar situation ; (h) such as executors dealing with the estate of their testator ;(i)' or committees with the (c) Campbell v. Walker, 5 Ves. 678 ; Walker, 3 Ves. 678. [Beeson v. Bee- ex parte Lacey, 6 Ves. 625 ; Lister v. son, 9 Barr. 279 ; Bostwick v. Atkins, Lister, ib. 631 ; Downes v. Grazebrook, 3 Comst. 53.] 3 Mer. 208 ; Fox v. Macreth, 2 Bro. {g) Campbell v. Walker, 5 Ves. 678. C. C. 400; ex parte Bennett, 10 Ves. [Hawley v. Cramer, 4 Cow. 717; Da- 385. voue v. Fanning, 2J. C. R. 252; Hunt (d) Ex parte Haines, 8 Ves. 348 ; ex v. Bass, 2 Dev. Eq. 292.] parte Bennett, 10 Ves. 393. (A) Greenlaw v. King, 3 Beav. 49; (e) Lister v. Lister, 6 Ves. 631; ex affirmed, S. C. 10 Law Journ. N. S., parte Reynolds, 5 Ves. 707; Sanderson Chanc. 129. [Van Epps v. Van Epps, «). Walker, 13 Ves. 603. [McClure ti. 9 Paige, 237 ; Beeson u. Beeson, 9 Barr. Miller, 1 Barb. Ch, 107 ; Thorp v. Mo- 284.] CuUum, 1 Gilm. 624.] (i) Ex parte Lacey, 6 Ves. 628 ; ex (/) Whelpdale v. Cookson, 1 Ves. 9 ; parte James, 8 Ves. 346 ; Whatten v. Lister v. Lister, 6 Ves. 631 ; Sanderson Toone, 5 Mad. 54; Watson v. Toone, V. Walker, 13 Ves. 601; Downes u. 6 Mad. 153; Cooke «. Collinridge, Jac. Grazebrook, 3 Mer. 200 ; Campbell v. 607. ' Executors and administrators are in most of the United States considered so far trustees as to be incapacitated from purchasing directly or indirectly their testator's estate. Davoue v. Fanning, 2 J. C. R. 252 ; Michaud v. Girard, 4 How. U. S. 504; Drysdale's Appeal, 14 Penna. St. R. 531 ; Beeson v. Beeson, 9 Barr. 279 ; Lessee of Moody v. Vandyke, 4 Binn. 31 ; Winter v. Green, 1 Halst. Ch 319; Ward v. Smith, 3 Sandf. Ch. 592; Amer v. Browning, 1 Bradf. (N. Y.) 321; Rogers v. Rogers, 3 Wend. 503 ; Conway v. Green, 1 H. & J. 151; Hudson v. Hud- son, 5 Munf. 180; Bailey ■«. Robinson, 1 Gratt. 4; Edmonds v. Crenshaw, 1 McCord'sCh. 252; Baines v. MoGee, 1 Sm. &M. 308 ; Brackenridge v. Holland, 2 Blackf. 377; and cases cited 1 Lead. Cas. Eq. (1st Am. Ed.) 139. A diiferent rule has been applied in South Carolina and Alabama as to personalty. Stallings V. Freeman, 2 Hill'sEq. 401 ; Julian ti. Reynolds, 8 Alab. 680; Saltmarshi). Beene, 4 Port. 283. That the purchase is made by the intervention of a third person is not material. Beaubien t). Ponpard, Harr. Ch. 206; Woodruff d. Cook, 2 Edw. Ch. 259; Hawley v. Cramer, 4 Cow. 717; Davoue v. Fanning, 2 J. C. R. 252; Hunt V. Bass, 2 Dev. Eq. 292; Paull v. Squibb, 12 Penna. St. B. 296; Buckler i). Lafferty, 2 Rob. Va. 394. But if the sale be bona fide to a stranger, an executor is not incapacitated from repurchasing for himself; nor will the employment of the first vendee's notes in payment be evidence of a rescission. Silverlhom v. TRUSTEES BY CONSTRUCTIVE TRUST. 223 estate of the lunatic •,{k) or commissioners, assignees, or solicitors of a bankrupt or insolvent estate purchasing any portion of the as- sets ;(Z)^ or the agent of the trustee who becomes the purchaser of the trust property ;(m) or a governor of a charity taking a lease of the lands of the charity •,{n) or an *agent for buying(o) or selling(p) property, buying or selling, for or to himself.(o)^ L ^ (i) Wright tJ. Proud, 13 Ves 136. Fawcett v. Whitehouse, ib. 132; Tay- {l) Ex parte Hughes, 6 Ves. 617 ; ex lor v. Salmon, 4 M. & Cr. 134 ; Lawless parte Lacey, ib. 625; ex parte Bennett, v. Mansfield, 1 Dr. &W. 557, 629; Mo- 10 Ves. 381 ; ex parte Morgan, 12 Ves. lony v. L'Estrange, Beat. 406 ; Charter 6; ex parte Reynold, 5Ves. 707; Morse v. Trevelyan, 8 Jur. 1015; 11 CI. & F. V. Royal, 12 Ves. 372. 714. (m) Downes v. Gravebrook, 3 Mer. (p) Lowther v. Lowther, 13 Ves. 95; 200. [Cram v. Mitchell, 1 Sandf. Ch. Trevelyan v. Charter, Rolls, 2d June, 251 ; Buckler v. LafTerty, 2 Rob. Va. 1835 [affirmed 11 Cl.&F. 714]; Wood- 294.] house V. Meredith, IJ. & W. 204 ; Whit- , (n) Att.-Gen. v. Earl of Clarendon, combi;. Mincliin, 5Mad. 91. [Lewis i). 17 Ves. 500. Hillman, 3 H. L. Cas. 607.] (o) Lees v. Nuttall, 1 R. & M. 53 ; McKinster, 12 Penna. St. R. 67. The fact that the sale has been made by order of the proper court, as for the payment of debts even though the order was not procured by himself, will not protect the executor. Rham v. North, 2 Yeates, 1 17; Beeson v. Beeson, 9 Barr. 279 : Wallington's Estate, 1 Ashm. 307. See Camp- bell II. Johnson, 1 Sandf. Ch. 148 ; Torrey v. Bank of Orleans, 7 Hill, 260. A purchase by an executor jointly with others, makes the whole sale voidable, Paul i;. Squibb, 12 Penna. St. Rep. 296; Mitchum v. Mitchum, 3 Dana, 260. Such a sale, however, is not absolutely void (unless there be actual fraud on the part of the purchaser, see Hudson v. Hudson, 5Munf 180; Van Horn v. Fonda, 5 J. C. R. 388) ; but may be confirmed by the heirs or legatees directly, (Pen- nock's Appeal, 14 Penna. St. R. 446; Bruch v. Lantz, 2 Rawle, 392; Dunlap v. Mitchell, 10 Ohio, 117; Longworth ti. Goforth, Wright, 192; Harrington v. Brown, 5 Pick. 519; Moore v. Hilton, 12 Leigh,',2 ; Williams's Ex'rs. v. Marshall, 4 G. & J. 377; Scott V. Freeland, 7 Sm. & M. 410), or by long acquiescence. Jenison V. Hapgood, 7 Pick. 1 ; Musselman v. Eshelman, 10 Barr, 394; Todd v. Moore, 1 Leigh, 457 ; Hanley v. Cramer, 4 Cowen, 719; Ward v. Smith, 3 Sandf Ch. 592; Bell V.Webb, 2 Gill (Maryl.), 164. As to what constitutes such acquies- cence, see page 168. A confirmation by legatees or heirs, however, will not affect the rights of creditors. Bruch v. Lantz, 2 Rawle, 392. A purchaser from an administrator who has bought at his own sale, is charged with notice of the trust, it being apparent on the face of the deed. Ward v. Smith, 3 Sandf Ch. 592. ' See Fisler v. Sorber, 6 W. & S. 18 ; Chapin v. Wood, 1 Clark, 464 ; Dorsey V. Dorsey, 3 H. & J. 410; Saltmarsh v. Beene, 4 Porter, 28; Beeson v. Beeson, 9 Barr, 284; Wade v. Harper, 3 Yerg. 483 ; Harrison v. Mocks, 10 Alab. 185. "Parkhurst t). Alexander, 1 J. C. R. 394; Sweet w. Jacocks, 6 Paige, 364; Piatt V. Oliver, 2 McLean, 267; 3 How. U. S. 353; Myers's Appeal, 2 Barr, 463; Bank of Orleans v. Torrey, 7 Hill, 260; S. C. 9 Paige, 653; Church v. Ins. Co., 1 Mason, 341; Bank v. Judah, 8 Conn. 146; Copeland o. Marine Ins. Co., 6 Pick. 198; Rankin v. Porter, 7 W. 387 ; Teakle v. Bailey, 2 Brockenb. 44; so of an agent to pay taxes, Oldham v. Johns, 5 B. Monr. 467 ; or a cashier of a bank; Bank of Orleans v. Torrey, 7 Hill, 260. So evert though entitled to buy, if agent buys secretly in the name of a stranger. Lewis v. Hillman, 3 House L. Cas. 629 ; per Lord St. Leonards. 224 TRUSTEES BY CONSTRUCTIVE TRUST. In none of these instances will the transaction be suffered to prevail against the equitable rights of the injured parties. And on the same principle where a person, standing in any of the above-mentioned fiduciary relations, takes advantage of his situation to obtain any personal advantage out of the trust property, by a re- sale of any portion that he may have purchased, or by a renewal of a beneficial lease in his own name, or by dealing otherwise with the trust estate, he shall not retain the same for his own benefit, but shall account for it, as a trustee of the parties entitled to the corpus of the estate. (5) The same doctrine and principles will be applied to transactions between an attorney and his client, during the continuance of that relation. A gift to an attorney, or a purchase by him from his client, is not absolutely prohibited by the rules of the court (although the dictum of Lord Erskine in Wright v. Proud,(r) would seem to carry the doctrine even to that extent in case of a gift), but the court, b'e- fore it will support the validity of such a transaction, requires to be fully satisfied that it is unaffected by fraud of any description, either actual or constructive ; and the burden of establishing its perfect fairness, adequacy, and propriety, rests with the attorney. («) There- fore if such proof cannot be given, the case will be treated as one of constructive fraud, and the transaction will be set aside.(<) And this will be more especially the case, where the gift or sale is made to an attorney during the continuance of litigation, of which (g) Ex parte Hughes, 6 Ves. 617; Edwards v. Meyrick, 2 Hare, 60,68. Whichcote v. Lawrence, 3 Ves. 740; [Howellw.Ransoin,ll Paige, 538; Haw- Griffin V. Griffin, 1 Sch. & Lef. 352; ley v. Cramer, 4 Cow. 717; Miles?). Docker v. Somes, 2 M. & K. 655, and Irwin, 1 McCord's, Ch. 524; Evans v. cases cited; Killick v. Flexney, 4 Bro. Ellis, 5 Denio, 640.] C. C. 161 ; Whepdale v. Cookson, 1 (i) Newman v. Payne, 2 Ves. jun. Ves. 9. [See notes, post, 537.] 199; Wells v. Middleton, 1 Cox, 112, (r) Wright v. Proud, 13 Ves. 138; and 4 Bro. P. C. 245; Walmsley v. and see Lord Eldon's observations in Booth, 2 Atk. 30 ; Gibson v. Jeyes, 6 HatchD.Hatch,9 Ves. 296, 7,andMon- Ves. 277; Wood v. Downes, 18 Ves. tesquieuiJ. Sandys, 18 Ves. 313; Wood 120; Champion v. Rigby, 1 R. & M. ■w. Downes, ib. 127. [Berrien ■!). McLane, 539; Uppington v. BuUer, 2 Dr. & W. 1 HofF. Ch. 421. But see notes (s) and 184. [Merritt v. Lambert, 10 Paige, («).] 357 ; S. C. 2 Den. 607, suh mm. Wallis (s) Harris u.Tremenhere, 15 Ves. 34; v. Lambert; Mott i). Harrington, 12 Cane v. Lord Allen, 2 Dow. 289 ; Mon- Verm. 199 ; Greenfield's Estate, 2 Harris tesquieu v. Sandys, 18 Ves. 302; Bel- (Penn.), 489; Barry U.Whitney, 3 Sandf. low V. Russell, 1 Ball. & B. 104, 7; S. C. 696; Howell ij. Ransom, 11 Paige Champion v. Rigby, 1 R. & M. 539 ; 538. See Lewis v. Hillman, 3 House Hunter v. Atkins, 3 M. & K. 135, 6 ; L. Cas. 607.] ' Where a trustee or agent agrees to accept a benefit from an intended pur- chaser, the sale cannot be sustained. Bailey v. Watkins, Sugden, Law of Pro- perty, 726. TRUSTEES BY CONSTRUCTIVE TRUST. 225 he has the management ; particularly if it be connected with the subject of the suit.(M) The same rules will not apply, where the relation of attorney and client, as well as the influence arising from that relation, has com- pletely ceased •,{x) nor where the attorney is dealt with by the client in the particular transaction not as his attorney, bub as a person wholly independent of that character : for the reasons arising from the danger of a breach of confidence, &c., do not apply to such cases.{yY The law on this subject has recently been laid down with great force *and perspicuity by Lord Brougham in his judgment in the case of Hunter v. Atkins,(z) " A client," said his lord- •- J ship, " may naturally entertain a kindly feeling towards an attorney or solicitor, by whose assistance he has long benefited ; and he may fairly and wisely desire to benefit him by a gift, or, without such an intention being the predominant motive, he may wish to give him the advantage of a sale or a lease. No law can ever forbid such a trans- action, provided the client be of mature age and a sound mind, and there be nothing to show that deception was practised, or that the attorney or solicitor availed himself of his situation to withhold any knowledge, or to exercise any influence hurtful to others and advan- tageous to himself. In a word standing in the relation, in which he stands to the other party, the proof lies upon him (whereas in the case of a stranger it would lie upon those who opposed him) to show, that he has placed himself in the position of a stranger, that he has cut ofi", as it were, the connexion, which bound him to the party giv- ing or contracting, and that nothing has happened, which might not have happened, had no such connexion subsisted. The authorities (u) Oldham v. Hand, 2 Ves. 259; ley v. Norris, 8 W. 314; Dobbins t). Halli), Hallett, 1 Cox, 134; Wood v. Stevens, 17 S. & R. 13.] Downes, 18 Ves. 120. [See Leisenring (i) Wood v. Downes, 18 Ves. 127. V. Black, 5 W. 303 ; Hockenbury v. (s/) Bellow v. Russell, 1 B. & Beat. Carlisle, 5 W. & S. 350. This does not 104; Montesquieu v. Sandys, 18 Ves. apply to the aUorney for the defendant 302; Edwards v. Meyrick, 2 Hare, 60. buying at a sheriff's sale; Bank v. For- (z) Hunter v. Atkins, 3 M. &K. 135, ster, 8 W. 305; nor to one merely in- 6. [See the remarks in Slump t>. Gaby, cidentally consulted in a cause; Devin- 22 L. J. Ch. 354.] ' The rule appjie.s, however, to the managing clerk in a solicitor's office, who has in that capacity acquired the confidence of the client, and who deals with him in a matter with which be became acquainted as clerk ; Poillon v. Martin, 1 Sandf. Ch. 569 ; and to one also who acts as confidential adviser before a ma- gistrate where attorneys do not appear. Buffalow v. Buffalow, 2 Dev. & Batt. Eq. 241. In Stockton v. Ford, 11 How. U. S. 232, it was held that the attorney for the plaintiff on the recovery of a judgment which was a lien on land, could not buy it in, on sale thereof on execution (in Louisiana) against his client. 15 226 TRUSTEES BY CONSTBU CTIVB TRUST. • mean nothing else than this, when they say, as in Gihson v. Jeyes, that attorney and client, trustee and cestui que trust, may deal, but that it must be at arm's length, the parties putting themselves in the , situation of purchasers and vendors, and performing all the duties of those characters. Or when they say, as in Wright v. Proud, that an attorney shall not take a gift from his client, while the relation sub- sists, though the transaction may be not only free from fraud, but the most moral in its nature : a dictum reduced in Hatch v. Hatch to this, that it is almost impossible for a gift from client to attorney to stand, because the difiSculty is extreme of showing, that everything was voluntary and fair, and with full warning and perfect knowledge ; for in Harris v. Tremenhere the court only held, that in such case a suspicion attaches on the transaction, and calls for minute examina- tion."{z) The doctrine is the same with regard to gifts or sales by a prin- cipal to his steward or agent. (a) On this subject the law was thus stated by Sir John Leach, V. C, jn the case of Lord Selsey v. Rhoades,(6) " There is no rule of policy, which prevents a steward from being a lessee under his em- ployer. There is no rule of policy, which prevents a steward from receiving from the bounty of his employer a beneficial lease. But where the transaction proceeds not upon motives of bounty, but upon contract, there the steward is bound to make out, that he gives the full consideration, which it would have been his duty as steward to obtain from a stranger ; and where the transaction is mixed with mo- tives of bounty, there the steward is bound to make out, that the employer was fully informed of every circumstance respecting the pro- perty, which either was within the knowledge of the steward, or ought to have been within his knowledge, which could tend to demonstrate the value of the property, and the precise measure and extent of the bounty of the employer. These doctrines may be ^considered L -I as comprised in the general maxim, that a steward dealing with his employer shall derive no advantage from his situation as steward. The employer may if he pleases treat with his steward pre- ferably to any other person ; and this preference is a bounty. But the steward cannot take advantage of this preference, unless he fully im- parts to his employer all the circumstances of existing competition." Besides the known and defined relations, which we have already (2) Hunteii). Atkins, 3 M. &K. 135, 6. Earl of Winchelsea v. Garrety, 1 M. & (a) Huguenin d. Basely, 14 Ves. K. 253 ; Ker t). Lord Dungannon, 1 Dr. 273; Harris D. Tremenhere, 15 Ves. & W. 509, 541. 40 ; Molony v. Kernan, 2 Dr. & W. 3 1 ; (i) Lord Selsey v. Rhoades, 2 S. & S. Lord Selsey v. Rhoades, 2 S. & St. 41 ; 49, 50 : S. C. 1 Bligh. 1. TRUSTEES BY CONSTRUCTIVE TRUST. 227 considered of parent and child, guardian and ward, trustee and cestui que trust, attorney and client, and principal and agent ; there may- he a relation between parties created by friendly habits, or habitual reliance on advice and assistance, accompanied with partial employ- ment in doing some sort of husiness.(c) In this case the court will take care that no undue advantage shall be taken of the influence thus acquired \{6I) and in the language of Sir S. Romilly as adopted by Lord Cottenham in the recent case of Dent V. Bennett,(e) " this relief stands upon a general principle, applying to all the variety of relations, in which dominion may be exercised by one person over another." It has been observed by Lord Brougham, that the limits of natural and often unavoidable kindness with its efi"ect8, and of undue influence exercised, or unfair advantage taken, cannot be rigorously defined. And that it is not perhaps advisable that any strict rule should be laid down, or any precise line drawn, by stating, that certain acts should be the only tests of undue influence, or that certain things should be required in order to rebut the presumption of it. The circumstances of each case must be carefully examined and weighed, and on the result of the inqiliry we are to say, has or has not an undue influence beien exerted, an undue advantage taken. (/) Therefore a gift or sale to a confidential friend or adviser ;(^) or from a patient to his medical attendant ; (A) will not be set aside merely on the ground of the relation existing between the parties ; even though it be proved that the donor was very old and infirm, and that the donee had acquired considerable infiuence over him. If however there is proof of concealment, misrepresentation, or contrivance in procuring the bargin or gift ; or the circumstances and capacity of the donor, or the terms of the transaction itself, are such as to create a presumption of the existence of fraud, the court in such cases will undoubtedly interpose, and has frequently inter- posed, to give relief. (?) It is to be observed, that interests obtained through the medium of the fraudulent conduct of third persons will be set aside by a court of equity, though the party on whom the benefit is actually conferred, be innocent of the frand. " Let the hand receiving the gift be ever so chaste," said Lord Chief Justice Wilmot, "yet if it comes through (c) Per Lord Brougham in Hunter v. (§■) Hunter v. Atkins. 3 M. & K. 113. Atkins, 3 M. & K. 140. [Greenfield's (A) Piatt v. Barker, I'Sim. 1 ; S. C. 4 Est. 2 Harris, 489. See ante 161. n. z.] Russ. 507. See ante 158, note 1. {d) Ibid. (i) Huguenin v. Baseley, 14 Ves. (e)'4 M. &.Cr. 277. [Greenfield's 273; Popham v. Brooke, 5 Russ. 8; Estate, 2 Harris (Penn.),492: Cookei). Griffiths v. Robins, 3 Mad. 191 ; Dent Lamotte, 11 Engl. L. & Eq. 26.] v. Bennett, 7 Sim. 539; S. C. 4 M. & Cr. (/) HunterD'.Atkins,3M.&K.140,l. 269; Gibson v. Russell, 2 N. C. C. 104. 228 TRDSTBES BY -CONSTRUCTIVE TRUST. r*1fi^1 ^ poll'it^d channel, *the obligation of re L -' it."(k) This doctrine however will of restitution will follow '(k) This doctrine however will of course not prevail against persons standing in the situation of bona fide purchasers for valuable consideration without any notice of the fraudulent act. The fourth and last head of fraud, distinguished by Lord Hardwicke, is that, which may be collected from the circumstances of the trans- action, as being fraudulent, upon other persons not parties to the agreement. (Z) A fraudulent conveyance, made with the view of defeating the claims of creditors, is altogether void by the statute 13 Eliz. ; such a deed therefore can confer no legal interest, on which a trust can be fastened by a court of equity. But where a composition, or arrangement, is effected by a debtor with his creditors ; and one of them, who has agreed to that arange- ment, secretly obtains from the debtor a conveyance of property, or some other additional benefit for himself; that will be a fraud upon the other creditors, which a court of equity will not suffer to take effect.(«i) It seems indeed that such a transaction could not be sus- tained even at law.(w) Upon the same principle a conveyance by a woman, on the point of marriage, of her estate to a stranger, if made> without the know- ledge of the husband, is a fraud upon him, and the person taking under such an instrument will hold in equity subject to the rights which the husband would have had, if no such deed had been made.(o) Although it will be otherwise if such a conveyance be made for a valuable,(p) or even a good consideration ;{q) or with the con- currence or knowledge of the intended husband ;(r) and the proof, that the transaction amounts to a fraud on his marital rights, lies (k) Bridgman d. Green, 2 Ves. 627, Andrews, 13 Maine, 124; Waller v. and Wilm. 58, 64; Luttrell r. Olmins, Armislead, 2 Leigh, 11; Manes «. Du- cited 11 Ves. 638, and 14 Ves. 290; rant, 2 Rich. Eq. 404; and note to Huguenin v. Baseley, 14 Ves. 289. Strathmore v. Bowes, 1 Lead. Cases, Eq. (/) Vide supra. 317, (1st Am. Ed.) ] (m) Chesterfield v. Jansen, 2 Ves. {p) Blanchet v. Forster, 2 Ves. 264. 156; ex parte Saddler and Jackson, 15 (g) De Maneville d. Crorapton, 1 V. Ves. 52. [See 15 Penn. St. R. 310.] & B. 354 ; England v. Downes, 2 Beav. (n) Leicester v. Rose, 4 East, 372; 522. [See Tucker v. Andrews, 13 Stock V. Mawson, 1 Bos. & P. 286. Maine, 128; but contra, Manes v. Du- (o) Hunt V. Mathews, 1 Vern.,408; rant, 2 Rich. Eq. 404; Terry v. Hop- Strathmore 1). Bowes, 2.Bro. C. C. 345; kins, 1 Hill, Eq. 1.] S. C. 2 Cox, 28, and 1 Ves. jun. 22; (r) St. George v. Wake, 1 M. & K. Ball V. Montgomery, 2 Ves. jun. 191; 610. [McClure v. Miller, 1 Bail. Eq. Goddard'U. Snow, 1 Russ. 485; England 108; though under age, Kottman «. V. Downes, 2 Beav. 522. [Logan v. Peyton, 1 Speer's Eq. 46.] Simmons, 3 Ired. Eq. 487; Tuckeri;. TRUSTEES BY CONSTRUCTIVE TRUST. 229 upon the husband, or other person claiming in opposition to the deed.(s) Upon the same ground equity -ffill not suffer a bond or other pre- mium or benefit given for procuring a marriage ;(<) or a public oflSce or situation ;(w) or for any other purpose, -which is forbidden either by express law, or as being contrary to public policy, to be enforced by the party, to ■whom it is given ; for such transactions are frauds upon the rights of other persons, either as individuals, or as mem- bers of society generally.(a;) "And -where the transaction is against public policy, this equity may be enforced by the party himself, who has created [*164] the interest, although he be in pari delicto -with the defendant : but relief will only be given in these cases upon the terms of return- ing any consideration, that may have been received. (?/) In most of the cases indeed of this last description the instruments will be equally void at law as in equity, and they therefore cannot have the effect of creating a trust properly so called; except where some benefit may have been already received under them, in which case the court will usually fasten a trust on the conscience of the party in respect of such past receipts, and direct an account and repayment. (3) In like manner where there is a devise, or conveyance, to trustees upon a secret understanding, that the property is to be applied by them to purposes, which the law expressly forbids, or will not allow to take effect ; that is a fraud upon the legislature, as well as upon the rights of the parties, who would become entitled upon the failure of the illegal gift. Therefore where a bill is filed by the heir-at-law against the devisees, alleging the existence of such a trust, it has been repeatedly decided, that the defendants are bound to answer the bill notwithstanding the Statute of Frauds.(a) And if the trust (s) St. George v. Wake, 1 M. & K. Franco v. Bolton, 3 Ves. 370 ; Gray v. 210 ; England v. Downes, 2 Beav. 522. Mathias, 5 Ves. 286 ; 1 Fonbl. Eq. B. (0 Drury v. Hook, 1 Vern. 412; 1, ch. 4, s. 4; 1 Mad. Ch. Pr. 377; Smith V. Brnning, 2 Vern. 392 ; Ro- Story, Eq. Jur. i 260, &o. bertsv. Roberts, 3 P. Wms. 76; Smyth (1/) St. John v. St. John, 11 Ves. u. Aykwell, 3 Atk. 566; Cole v. Gib- 535,6. son, 1 Ves. 507; Williamson v. Gihon, {z) Smith v. Bruning, 2 Vern. 392 ; 2 Sch. & Lef. 357; Debenham v. Ox, Morris v. M'Cullooh, Ambl. 432. 1 Ves. 277. (a) Muckleston v. Brown, 6 Ves. 52, (u) Whitinghara v. Burgoyne, 3 Anst. 67; Strickland v. Aldridge, 9 Ves. 516 ; 900; Morris v. M'Culloch, Ambl. 432, see Chamberlain v. Agar, 2 V. & B. and 2 Ed. 190; see Hanington «. Du 259; Podmore ^. Gunning, 7 Sim. 644; Chatel, 1 Bro. C. C. 124 ; Hartwell v. Edwards v. Pike, 1 Ed. 267. [Robin- Hartwell, 4 Ves. 811, 15. son v. King, 6 Geo. 550.] (z) Robinson v. Gee, 1 Ves. 251 ; 230 TRUSTEES BY CONSTRUCTIVE TRUST. be admitted by the ansver,{b) or otherwise suflSciently proved,(c) the devisees will be decreed to be trustees for the heir-at-law. But the plaintiffs in such a case must clearly establish their title to the relief prayed, or otherwise the bill will be dismissed. (ci) However in the case of positive fraud, parol evidence is admissible even against the answer of the defendant.(e) The last class of constructive trusts of this description, is that of purchases from a trustee made with notice of the trust. It may be laid down as a general rule, that a purchaser from a trustee with notice though for valuable consideration, and a fortiori, a volunteer taking with notice, is in equity bound by the trust to the same ex- tent, and in the same manner, as the person, from whom he pur- chased.(/)' And this will be the case equally, whether it be an ex- press trust, (as in the case of a conveyance from a trustee of a term or of a settlement,(^) ) or a constructive trust, (such as one arising from an agreement or contract respecting the estate.(A) ) And a fine levied by a purchaser with notice will not strengthen his title, or bar the cestui que trust, any more than a simple conveyance. (i) r*1fi'i1 *Notice of the trust to a purchaser before actual payment L -I of the money, although it be secured, and the conveyance (b) Cottingham v. Fletcher, 2 Atk. Ves. 498 ; Taylor v. Stibbert, 2 Ves. 155; Bozon v. Statham, 1 Ed. 508; jun. 437; Crofton ■«. Ormsby, 2 Sch. & Bishop V. Talbot, cited 6 Ves. 60. Lef. 583, 2 Sugd. V. & P. 269; Adair v. (c) Edwards v. Pike, 1 Ed. 267 ; see Shaw, 1 Sch. & Lef. 262. [See Pooley Podmore v. Gunning, 7 Sim. 665. v. Budd, 14 Beav. 34.] {d) Adlington v. Cann, 3 Atk. 141; (g) Mansell ij. Mansell, 2 P. Wms. Paine v. Hall, 18 Ves. 473 ; see 1 Ed. 681 ; Sanders v. Dehew, 2 Vern. 271; 515, n.(a) Pye v. Gorge, 1 P. Wms. 128. (e) Pringi). Pring, 2Vern.99;Strick- (h) Earl Brook v. Bulkley, 2 Ves. land V. Aldridge, 9 Ves. 520. [How 498 ; Molony v. Kernan, 2 Dr. & W. v: Camp, Walk. Ch. 427 .] 31. (/) Mead v. Ld. Orrery, 3 Atk. 238 ; (i) iJennedy v. Daly, 1 Sch. and Lef. Winged V. Lefebury, 1 Eq. Cas. Abr. 379; seeBoneyu. Smith, 1 Vern. 145. 32, pi. 43;, Earl Brook v. Bulkley, 2 ' Wormley v. Wormley, 8 Wheat. 421 ; Oliver v. Piatt, 3 How. U. S. 333 ; Clarke V. Haokethorne, 3 Yeates, 269; Peebles u. Reading, 8 S. & R. 495; Reade v. Dickey, 2 Watts, 459 ; Hood v. Fahnestock, 1 Barr, 470 ; Wilkins v. Anderson, 1 Jones (Penn'a), 339; Murray v. Ballou, 1 John. C. R. 566; Den v. McKnight, 6 Halstead, 385; Pugh's heirs v. Bell's heirs, 1 J.J. Marsh. 403; Massay v. Mcllwaine,' 2 Hill, Eq. 426 ; Truesdell v. Callaway, 6 Mis. 605 ; Suydara v. .Martin, Wright (Ohio), 384; Benzien v. Lenoir, 1 Car. L. R. 504; Ligget. v. Wall, 2 A. K. Marsh. 149 ; notes to LeNeve v. Le Neve, 2 Lead. Cases, Eq. p. 1: p. 163; and post 510; Caldwell v. Carrington, 9 Peters, 86; Bailey v. Wilson, 1 Dev. & Batt. Eq. 182; Wright v. Dame, 22 Pick. 55. The identity of a sum of money or debt affected by a trust, does not consist in the pieces of coin, but in the fund, which may be followed so long as its identity can be traced. U. S. V. Inhabitants of Waterborough, Daveis, 154 ; See Goepp's App. 15 Penn. St. K. 428. TRUSTEES BT CONSTRUCTIVE TRUST. 231 actually executed •,{k) or before the execution of the conveyance, not- withstanding that the money be paid, {t) is equivalent to notice before the contract.(m)^ However although a person may have notice of a trust affecting a property, if the person, from whom he purchases it, bought bona fide, and for valuable consideration, the notice to the second purchaser will not make him a trustee '.{nf although this circumstance may in- fluence the court with respect to costs. (o) But if the second pur- chaser,^ in such a case, be the original trustee, who reacquires the estate, he will be fixed with the trust. (p) (ft) Tourville v. Naish, 3 P. Wras. Bradling v. Ord, 1 Atk. 571; Lowther 307; Story u. Ld. Windsor, 2 Atk. 630; v. Charleton, 2 Atk. 242; Sweet v. More V. Mayhew, 1 Ch. Ca. 34; Jones Southcote, 2 Bro. C. C. 66. V. Stanley, 2 Eq. Ca. Abr. 685, pi. 9. (o) Andrew v. Wrigley, 4 Bro. C. C (?) Wigg V. Wigg, 1 Atk. 384. 125 ; 2 Sugd. V. & P. 274. (m) 2 Sugd. V. & P. 274. (p) Bovey v. Smith, 1 Vern. 149 ; 1 (n) Harrison v. Forth, Preo. Ch. 51; Cruis. Dig. Tit. 12, ch. 4, s. 14. ' The decisions in the United States as to the period before which notice must have been received in order to affect a purchaser, though not uniform, are in general in accordance with the English rule as stated in the text. Wilcox «. Calla- way, 1 Wash. Va. 38 ; Snelgrove v. Snelgrove, 4 Desaus. 274 ; Moore v. Clay, 7 Alab. 142; Blair i). Owles, 1 Munf. 40; Sims v. Richardson, 2 Litt. 229; Wil- liams V. HoUingsworth, 1 Strob. Eq. 103; Bush v. Bush, 3 Strob. Eq. 131 ; Alex- ander V. Pendleton, 8 Cranch, 462; Wormley v. W^ormley, 8 Wheat. 421 ; Boone V. Chiles, 10 Pet. 77 ; Halstead v. Bank of Kentucky, 4 J. J. Marsh. 554 ; Pillow's heir's v. Shannon's heirs, 3 Yerg. 308; notes to Bassett v. Nosworthy, 2 Lead. Ca. Eq, p. 2, page 95, &c. (1st. ed.). But in Youst v. Martin, 3 S. & R. 430; Boggs v. Warner, 6 W. & S. 469; Juvenal «. Jackson, 14 Penna. St. R. 519: and in Dos- well V. Buchanan, 3 Leigh, 365 (by a majority of the court) ; it was held that a purchaser would be protected by a payment of the purchase-money, though before conveyance executed. And so again in Pennsylvania, contrary to the doc- trine of the English cases, payment of a part of the money will be a pro- lection yro tanto..Y^s\^y^M^\^ub supra; Bellas u. McCarty, 10 Walts, 13; Juve- nal V. Patterson,^/ Penna. St.^^p. 519; "accord. Flagg v. Mann, 2 Sumn. 486; Frost V. Beekmaif, 1 J. C. R. 288. Actual payment, i§, moreover, usually de- cided to be necessary, Murray v. Ballou, I John. C. R. 566 ; Jackson v. Caswell, 1 Cow. 622; Christie v. Bishop, 1 Barb. Ch. 105; McBee v. Loftis, 1 Strobh. Eq. 90. But the notes of third persons,(Jewett v. Palmer, 7 Cow. 65); or those of the vendee if actually negotiated, (Frost ■«. Beekman, 1 J. C. R. 288 ; Freeman V. Deming, 3 Sandf. Ch. 327,) are equivalent to payment for this purpose. In Pennsylvania valuable improvements before notice; (Boggs u. Warner, 6 W. & S. 469 ; or payment of part, the rest secured to be paid on a contingency (Bellas V. McCarthy, 10 Watts, 131), have been held sufficient. This subject is very fully and ably discussed in the American notes to Bassett v. Nosworthy, 2 Lead. Cas. Eq. p. ii. [20], and to Le Neve v. Le Neve, 2 Lead. Cas. Eq. p. ii. [32]. " Lacy V. Wilson, 4 Munf. 313 ; Truluck v. Peoples, 3 Kelly (Geo.), 446 ; Bracken v. Miller, 4 W. & S. 102; Fletcher v. Peck, 6 Cranch, 36; Boone v. Chiles, 10 Pet. 177; Boynton v. Reese, 8 Pick. 29; Griffith v. Griffith, 9 Paige, 315; Mott V. Clark, 9 Barr, 399; 2 Lead. Cas. Eq. part ii., page 83 (1st. Am. Ed.) ; but see Schutt v. Large, 6 Barb. S. C. 373. 232 TRUSTEES BY CONSXEUCTIYE TEUST, The notice in these cases may be either to the purchaser himself or to his counsel, attorney, or agent ;{qy though the counsel, attor- ney, or agent be himself the vendor,(r) or be concerned for both ven- dor and purchaser.(s) But the notice to the agent must as a general rule be in the course of the same transaction ;(i) and it seems that that will also be the rule even with regard to notice to the principal himself.(M) Although this rule will not hold good in every case, for if the two transactions follow close upon each other, notice in one will be held to operate as notice in the other.(a;) The notice also may be either actual or constructive. Actual no- tice requires no definition : in that case knowledge of the existence of the trust is brought positively home to the purchaser. Construc- tive notice is in its nature no more than evidence of actual notice; but it is difiicult as a general rule to lay down, what will constitute constructive notice: each case must depend on its own circum- stances.(y) This however is a subject^ which it will be necessary to consider more at large hereafter.^ It is upon this principle that a purchase from an executor or admi- nistrator of his testator's estate will not be suiFered to prevail against the beneficial title of the creditors or particular legatees(l) or next of (5) Brotherton v. Hatt, 2 Vern. 574; Baillie, 2 Ves. 368; Mountford v. Scott, Newstead v. Searles, 1 Atk. 265; Le 3 Mad. 34. [Brackeii «. Miller, 4 W. Neve V. Le Neve, 3 Atk. 646, and 1 & S. Ill; Henry v. Morgan, 2 Binn. Ves. 64 ; Ashley v. Bailley, 2 Ves. 368 ; 497.] Maddox v. Maddox, 1 Ves. 61 ; Tun- (u) Hamilton v. Royse, 2 Sch. & Lef. stall 1). Trappes, 3 Sim. 301 ; 2 Sugd. V. 327; 2 Sugd. V. & P. ' 277, 9lh ed. & P. 278. [Boggs V. Varner, 6 W. & S. 469.] (r) Sheldon v. Cox, Ambl. 624; Dry- {x) Mountford v. Scott, T. & R. 280; den V. Frost, 3 M. & Cr. 670. Hargreaves v. Rothwell, 1 Keen, 154; (s) Le Neve v. Le Neve, 3 Atk. 646 ; Perkins v. Bradley, 1 Hare, 230. Kennedy v. Green, 3 M. &K. 699; Dry- (_y) Hine v. Dodd, 2 Atk. 275; Tol- dea.v. Frost, 3 M. & Cr. 670. [Sergeant land v. Stainbridge, 3 Ves. 478; Eyre v V. IngersoU, 15 Penna. St. R. 350.] Dolphin, 2 Ball. & B. 301; 2 Fonbl. Eq. (<) Preston v. Tubbin, 1 Vern. 286; B. 3, Ch.3, s. 1, n. (6); 2 Sug. V. &Pd. Warwick v. Warwick, 3 Atk. 291; 276; Pearce v. Newlyn, 3 Mad. 186. Worsley v. Earl of Scarborough, id. [Post, page 510, and see the notes to 392; Hine v. Dodd, 2 Atk. 275; Low- Le Neve v. Le Neve, 2 Lead. Cas. Eq. ther V. Carleton, id. 242; Ashley v. (p. ii. 12.] (1) A distinction appears to have been established in this respect between for- ticular and residuary legatees; for it has been said, that residuary or general lega- tees are never permitted to question the disposition, vphich the executors have ' Astor V. Wells, 4 Wheat. 466; Westervelt v. Huff, 2 Sandf. Ch. 98 ; Blair v. Owles, 1 Munf. 40; Jackson v. Leek, 19 Wend. 339; Bracken v. Miller, 4 W. & S. 108. But notice to a husband is not notice to his wife. Snyder ». Sponable, 1 Hill, 567 ; affirmed, 7 Hill, 427. ' As to the efTeot of the recording acts in the various States upon the doctrines as to notice, see post, 510. TBUSTEES BY CONSTRUCTIVE TRUST. 233 kin, if *the purchaser bought with notice or knowledge that p^-.p^-, the transaction amounted to a devastavit or misapplication "- J of the assets.(3) However the power of the executor or adminis- trator over the estate is extremely ample both at law and in equity; and necessarily so, in order to the due discharge of their duties ; and the court will require a very strong case to be established, before it will interfere to question a disposition of the assets by a person filling either of those situations, (a)^ (2) 1 Mad. Ch. Pr. 379; Story Eq. son v. Maire, 4 id. 270; and 2 Ves. jun. Jur. H22. 95; Scott«.Tyler, 2 Dick.725; Bonney (a) Ibid; Crane v. Drake, 2 Vern. v. Ridgard, 1 Cox, 143; Dickson v. 616; Ewer v. Corbe^ 2 P. Wms. 148 ; Lookyer, 4 Ves. 42, 3 ; Doran v. Simp- Newland v. Champion, 1 Ves. 105; son, id. 665; Hill v. Simpson, 7 Ves. Jacomb «. Harwood, 2 Ves. 268; Elms- 152; M'Leod «. Drummond, 14 Ves. lie V. M'Aulay, 3 Bro. C. C. 626; Utter- 353, and 17 Ves. 172. made of the assets. Mead v. Ld. Orrerj', 3 Atk. 235; McLepd v. Drummond, 14 Ves. 361. Although this distinction was doubted by Lord Eldon in the same case of MdLeod v. Drummond, when it came before him on appeal, 17 Ves. 169, 170 ; and see 1 Mad. Ch. Pr. 382. [See Saxon v. Barksdale, 4 De.saus. 526. The distinction between creditors and residuary legatees in this respect was as- serted in McNair's App., 4 Rawle, 155, but denied in Johnson v. Johnson, 2 Hill, Eq. 277.] ' In general, a purchaser of personal estate from an executor or administra- tor, in good faith, and having no knowledge of any intended breach of trust, is not responsible for a misapplication of the proceeds, Field v. SchiefTelin, 7 J. C. R. 155; Hertell v. Bogert, 9 Paige, 57; Tyrrell i^.^Morris, 1 Dev. & BaU. Eq. 559; Rayner v: Pearsall, 3 J. C. R. 578; Bond v. Zeigler, 1 Kelly, 324; see Mills v. Durnford, 13 Eng. L. & Eq. 120; though where an administrator is required to sell at public sale, it has been held that a private sale passes no title. Fambro v. Gantt, 12Alab. 305; Barnes ij. McGee, 1 Sm. & M. 208; Saxon V. Barksdale, 4 Desaus. 526 ; but see Bond v. Zeigler, 1 Kelly, 324. Where, however, the purchaser has notice that the transaction amounts to a devastavit, he is liable to legatees or distributees, and the property may be pursued. ' Field V. Schieffelin, ut sup.; Colt v. Lesnier, 9 Cow. 320 ; Williams v. Branch Bank, 7 Alab. 906: Parker v. Gilliam, 10 Yerg. 394; Garnett v. Macon, 6 Call. 361; Petrie v. Clark, 11 S. & R. 388; Dodson v. Simpson, 2 Rand. 294 :' Graff v. Cas- tleton, 3 Rand, 204, &o.; Lowry «. Farmer's Bank, 10 P. L. J. (3 Am. L.J. n. s.) 1 11, per Taney, C. J. ; Williamson «. Morton, 2 John. Maryl. Ch. Dec. 94. In this last case the distinction is said to be that at law actual collusion is necessary to make a purchaser liable, while equity will consider the whole transaction. Therefore, where the transfer is by way of pledge for or in extinguishment of a private debt of the executor, this is sufficient notice. Petrie v. Clark ; Dod- son V. Simpson ; Field v. Schieffelin ; Williams v. Branch Bank ; Williamson v. Morton, vt supr. But in Tyrrel t). Morris, 1 Dev. & Bat. Eq. 559, a pledge for a contemporaneous advance to one in good faith was held to be within the gene- ral rule ; and see Petrie v. Clarke, ut supr. And where the original advance of the money was made to the executor for the benefit of the estate, and on a representa- tion that it was needed therefor, and the executor subsequently on being pressed for 234 TRUSTEES BY CONSTRUCTIVE TRUST. We have seen, that in some cases, such as in transactions with an expectant heir, or between guardian and ward, trustee and cestui que trust, or solicitor and client, the relation between the parties is of itself sufficient to raise a presumptioii against the propriety of the transaction, so as to throw upon the parties, who endeavor to support it, the burden of establishing its validity.(5) In other cases, however, where no such presumption exists, those who seek to displace the claim of the persons, in whom the legal title is vested, on the score of fraud, must establish by sufficient evidence, the facts on which they rest their title to relief. With regard to the mode of proving the fraud, it was laid down by Lord Hardwicke, " that the court has adhered to this principle, 'that the Statute of Frauds should never be understood to protect fraud ; and therefore wherever a case is infected__with fraud, the court will not suffer the statute to protect it, so as that any one should run away with a benefit not intended.' "(c) Therefore wherever a case of fraud is made by the bill, parol evidence will be admitted for the purpose of establishing tkat case ; even though the effect of such evidence be to alter or vary a written instrument, and although the benefit of the statute be insisted upon by the defendant.(d)' For as was said by Lord Thurlow, "The moment you impeach a deed, for fraud, you must either deny the effect of fraud on a deed, or you cannot but be under the necessity (6) Davis V. D. of Marlborough, 2 Thyii «. Thyn, iVem. 296; Oldham «. Svv. 141; Hunter v. Atkins, 3 M. & K. Lichford, 2 Vern. 506; Drak'eford v. 135, vide supra. Wilks, 3 Atk. 539; Reach v. Kenne- (c) In Seech v. Kennegate, 1 Ves. gate, 1 Ves. 125, and Ambl. 67; Irnhara 125 ; and see Hutchins v. Lee, 1 Atk. v. Child, 1 Bro. C. C. 93;CrippsD.Jee,4 448 ; Montacute v. Maxwell, 1 P. Wms. Bro. C. C. 475; Filraer v. Gott,' 7 Bro. 620; Walker v. Walker, 2 Atk. 98; P. C. 70; Pember v. Mathers, 1 Bro. Young V. Peachy, 2 Atk. 258. C. C. 52 ; Wilkinson v. Bradfield, 2 {d) Sellack v. Harris, 5 Vin. Ab. 52 1 ; Vern. 307 ; Young v. Peachy, 2 Atk. 257. payment, gave a mortgage of real estate over which he had a power of sale for the payment of debts, it was held good, and the mortgagee not liable; though the fact that the mortgage was given for a previous advance was said to be worthy of attention. Miles v. Durnford, 13 Eng. L. & Eq. 120. See on this sub- ject generally, 11 Jurist, part ii. 124. This doctrine, however, being founded in the general power of an executor over personal assets, does not apply to sales of real estate, in which case, the purchaser must look to the will for the power to sell: Brush v. Ware, 15 Peters, 93; Brock v. Phillips, 2 Wash. Va. 87 [68] ; and see post, 372, and notes. ' Miller v. Gotten, 5 Geo. 346; ElUott v. Cornell, 5 Sm. & M. 91; Watkinsu. Storkett, 6 H. & J. 435 ; Christ v. Diffenbach, 1 S. & R. 464 ; notes to WooUam v. Hearn, 2 Lead. Cas. Eq. p. ii., page 558, (1st. ed.) TRUSTEES BY CONSTRUCTIVE TRUST. 235 of admitting parol evidence to prove it."(e) But in all these cases the bill must contain allegations of fraud. (/) ^ *And the same rule prevails, where relief is sought on the r*i gir-n ground, that through mistake, surprise, or accident the instru- ment is framed contrary to the intention of the parties. In such cases parol evidence will be received to establish the plaintiff's title to the relief prayed. " How," observed Lord Hardwicke in Baker V. Paine, " can a mistake in an agreement be proved but by parol evidence V\g){^Y However, even in the case of fraud, parol evidence is not regarded with favor, and the court will not act upon it, if it be not strong irrefragable evidence ;(/i) or if it be contradicted or controverted by other testimony, (i) And where an important provision in a deed was omitted inten- (e) InShelburneu.Inchinqum, 1 Bro. vington, 5 Ves. 593; Taylor v. Eadd, 5 C. C. 350; and see Hare v. Sherewood, Ves. 595, cited Jenkins v. Quinchant, 5 I Ves. jun. 243; Townsliend v. Stan- Ves. 596, n. ; Hankie v. Royal Assur- groom, 6 Ves. 333; Pym v. Blackburn, ance Company, 1 Ves. 318; Marquis of 3 Ves. 38, n. (a), where the cases are Townshend v. Stangroom, 6 Ves. 328 ; collected ; [Miller v. Gotten, 6 Geo. Rogers v. Earl, 1 Dick. 294. 346;] but see contra, Conolly v. Lord (A) Shelburne v. Inchinquin, 1 Bro. Howe, 5 Ves. 701. C. C. 341; Marquis of Townshend v. (/) Imhara v. Child, 1 Bro. C. C 94 ; Stangroom, 6 Ves. 334. [Millers. Gotten, Putmore v. Morris, 2 Id. 219. 5 Geo. 346.] (g-) Baker v. Paine, 1 Ves. 457 ; (i) Barrow v. Greenhough, 3 Ves. Towers jj» Moor, 2 Vern. 98; Langley 154. [lb.] V. Brown, 2 Atk. 203 ; Barstow v. Kil- (1) But relief will be refused on the ground of mistake, where the case of the plaintiff depends entirely on parol evidence, and is contradicted by the defendant's answer. Mortimer v. Shortall, 2 Dr. & Vl^. 363. See Alexander v. Grosbie, LI. & G. 145. [Where the answer denies the mistake, the proof must be of the clearest and most conclusive kind. Lyman ■«. United Ins. Co., 2 J. C. R. 630 ; S. G. 17 John. R. 373; Watkins v. Slockett, 6 H. & J. 435; Preston v. Whitcomb, 17 Verm. 183; U. S. v. Monroe, 5 Mason, 572; Gray v. Woods, 4 Blaokf. 432.] ' Gouverneur v. Elmendorff, 5 J. G. R. 79; Forsyth v. Clark, 3 Wend. 637; Thompson v. Jackson, 3 Rand. 504; Booth v. Booth, 3 Litt. 457 ; Fitzpatrick v. Bent, 1 Gilm. 454 ; Miller v. Gotten, 5 Geo. 346. But where the facts are stated with directness and precision, and constitute fraud in themselves, an allegation of fraud, totidem verbis is not necessary. Kennedy v. Kennedy, 2 Alab. 571 ; McCal- mont V. Rankin, 8 Hare, 15. '^ Hunt V. Rousmanier, 8 Wheat. 174 ; Keisselbrock v. Livingston, 4 J. C. R. 144; Harrison «. Howard, 1 Ired. Eq. 407; Perry v. Pearson, 1 Humph. 431: Newson v. BufTalow, 1 Dev. Eq. 379; Peterson v. Grover, 20 Maine, 263; Goodell V. Freed, 15 Verm. 448; Blanchard v. Moore, 4 J.J. Marsh. 471 ; Gower V. Steiner, 2 Whart. 75. 236 TRUSTEES BY CONSTRUCTIVE TRUST. tionally by the parties,(A;)' whether through a mistake of the law ;(^ or through carelessness or inattention at the time of executing the deed;(m) and no fraud is charged, or proved against the defendant, who denies by his answer the existence of any such provision, parol evidence will not be admitted to add to or vary the instrument. It has been decided also that where a deed is sought to be im- peached on the ground of fraud in obtaining it, declarations by the party, who executed the deed, subsequently to its execution and after it became a subject of dispute, cannot be received to prove the fraud, (n) We have seen that a plaintiff is entitled to an answer to allega- tions of fraud contained in the bill ;(o) and that if the case be admitted by the answer, the court will act on that admission without other proof.(p) And though those allegations are positively denied by the answer, parol evidence will be admitted to prove them ; and if the case be thus sufEciently established relief will be decreed, (j) and it has been decided that the court will act upon the parol testi- mony of a single witness unless the denial in the answer be positive, and goes to the whole case made by the bill.(r) It may be observed, that where fraud is set up as a defence against a suit, brought for the purpose of enforcing the execution of a deed or agreement ; parol evidence will in all cases be admitted in support of the defendant's case.(s) r*1 fiSn *-A.nd according to the universal rule of evidence, where parol proofs are admitted on the one side to establish a case {k) Leman w. Whitley, 4 Russ. 423. (o) Vide Supra 61, Muokleston v. (0 IrnhamD. Child, 1 Bro.C. C. 92, Brown, 6 Ves. 67. [Stoval i;. North Potmore v. Morris, 2 Bro. C. C. 219. Bank Mississippi, 5 Sm. & M. 17; Ross [London Railway Co. v. Winter, 1 Cr. v. Vertner, 1 Freem. Ch. 587.] & Ph. 57 ; Wheaton v. Wheaton, 9 (p) Conlington v. Fletcher, 2 Atk. Conn. 96; Hunt v. Rousmanier, 1 Pet. S. 155, vide supra, 61. C. 1; Lyon D. Richardson, 1 J. CR. 60; (g) See Podmore ii. Gunning, 7 Sim. Greenwood ■!;.Eldridge,lGreen,Ch. 146.] 654; but see Mortimer v. Shortall, 2 (m) Rich V. Jackson, 4 Bro. C. C. Dr. & W. 363. 614, and 6 Ves. 334, n.; Anon. Skin. (>•) Reech v. Kennegate, 1 Ves. 125. 159, and 1 Sugd. V. & P. 167, 8; Hare (s) Jerques v. Statham, 3 Atk. 388; V. Shearwood, 1 Ves. jun. 241 ; Jackson Woolam v. Heame, 7 Ves. 211; Mar- V. Cator, 5 Ves. 688. quis of Townshend v. Stangrooni, 6 (n) Conolly v. Lord Howe, 5 Ves. Ves. 328; 1 Sugd.V. &P. 137. 700. [Bradley v. Chase, 22 Maine, 511.] ' Robeson v. Harwell, 6 Georgia, 589; Parkhurstt). Van Cortland, 1 J.C.R.282; Mqvan v. Hays, Id. 339 ; Chauncey v. Crutchfield, 2 L-ed. Eq. 148 ; Westbrook V. Harbeson, 2 McCord, Ch. 112 ; Dwight v. Pomeroy, 17 Mass. 303; Ratcliffe V. Ellison, -3 Rand. 537; Richardson v. Thompson, 1 Hump. 151; American Notes to Wbollam -a. Hearn, 2 Lead. Cases, Eq. p. L page 561, 1st ed. ; but see Keisilbraoh v. Livingston, 4 J. C. R. 144 ; Christ u. Diffenbaoh, 1 S. & B. 464 ; Clark t). Partridge, 2 Barr, 13; 4 Barr, 166; Oliver v. Bell, 4 Rawle, 171; Rearich V. Swineheart, 1 Jones*(Pa.), 238. TRUSTEES BY C NSTRTJCT I VE , TRUST. 237 of fraud, they will also be received on the other for the purpose of rebutting it.(i) It is one of the first principles of courts of equity, that a party, who seeks to establish a constructive trust in his favor, even on the ground of fraud, must use due activity and diligence in the prosecution of his claim ; for as Lord Camden said in his celebrated judgment in Smith V. Clay,(M) " A court of equity, which is never active in relief against conscience or public convenience, has always refused its aid to stale demands, where the party has slept upon his right, and acquiesced for a great length of time."(M) Accordingly it was laid down by Sir William Grant, M. R., in the case of Beckford v. Wade,(a;) that though no time bars a direct trust as between cestui que trust and trustee, a constructive trust will be barred by long acquiescence, although the ground of original relief was clear and even arose out of fraud, (a;) And both before and since that case bills for relief on the ground of fraud, whether actual or constructive, have repeatedly been dis- missed s6lely on account of long acquiescence on the part of the plaintiffs ; and this, though the circumstances were such, as would no doubt have originally entitled the parties to the relief prayed. (y) However it has been decided, that a bill charging fraud in obtaining an estate cannot be demurred to on the ground of long acquiescence ; for the operation of delay as a bar to the relief is a conclusion from facts, and is not a matter of law.(z)' {t) Vide supra, p. 96, 125. , Ball. & B. 118; Gregory u. Gregory, («) Smith V. Clay, 3 Bro. C. C. 639, Cowp. 201 ; S. C. Jac. 631 ; Selsey v. n.; and see Marquis of Cholraondley Rhoades, 1 Bligh. N. S. 1; Champion V. Lord Clinton, 2 J. & W. 141, 151; v. Rigby, 1 R. & M. 539: Ex parte Chalmer v. Bradley, 1 J. & W. 59 ; et Granger, 2 Deac. & Ch. 459 ; CoUard vide post, Application of Stat, of Limi- v. Hare, 2 R. & M. 675; Norris v. Neve, tation [263]. 3 Atk. 38; Pryce v. Byrn, 5 Ves. 681, (a:) In Beckford v. Wade, 17 Ves. cited Campbell v. Walker, 5 Ves. 678- 97 ; and see Portlock v. Gardner, 1 82 ; Morse v. Royal, 12 Ves. 355 ; Hare, 594, 607. Medlicott v. O'Donnell, 1 Ball. &. B. (y) Bonny u. Ridgard, cited 4 Bro. 156; Portlock I). Gardner, 1 Hare, 594. C. C. 138; Andrew v. Wrigley, 4 Bro. (z) Earl of Deloraine v. Browne, 3 C. C. 124 ; Blennerhasset v. Day, 2 Bro. C. C. 633, 646. ' Long acquiescence or laches in the case of fraud or mistake is a bar in equity, to relief. Hawley ■«. Cramer, 4 Cowen, 707; Powell v. Murray, 2 Edw. Ch. 644 ; 10 Paige, 256 ; Dobson v. Racey, 3 S(indf. Ch. 61 ; Piatt v. Vatier, 9 Pet. 405; McKnight v. Taylor, 1 How. U. S. 189 ; Wagner u.Baird, 7 How.U. S.234; Veazie v. Williams, 8 How. U. S. 134; Hallett v. Collins, 10 Hovf. U. S. 174; Hough V. Richardson, 3 Story, 659 ; Gould v. Gould, Id. 516 ; Irwin v. Robertson, 3 Rand. 549; Coleman v. Lyman, 4 Rand. 454; Anderson ■». Barwell, 6 Gratt. 405; Peebles v. Reading, 8 S. & R. 484; Hatfield v. Montgomery, 2'Porter, 58 ; Steele v. Kimble, 3 Alab. 352 ; Edwards v. Roberts, 7 Sm. & M. 544; Bond v. Brown, 1 Harp. Eq. 270 ; Peacock v. Black, 1 Halst. Eq. 535; Story Eq. i 520, 238 TRUSTEES BY CONSTBUCTIVE TRUST. But mere length of time of itself will not be a bar to a relief on a constructive trust originating in fraud. The party entitled to the benefit of such a trust must also be aware of his rights, and ac- quiesce in being deprived of them ; and time in order to bar the remedy, will not begin to run until he acquires, or might have ac- quired, the knowledge of the fact on which the trust is founded.(a) (a) Ryder v. Bickerton, 3 Sw. 81, n.; Ill ; Michaud v. Gerod, 4 How. U. S. Blennerhasset v. Day, 2 Ball. & B. 118 ; 561 ; Doggett v. Emerson, 3 Story, 700; Trevelyan v. Charter, 11 CI. & F. 714, Phalen v. Clark, 19 Conn. 421; Halett [Bowens v. Evans, 2 H. L. Cases, v. Collins, 10 How. U^S. 174.] 237; Warner v. Daniels, 1 W. &■ M. in notes. This maybe eveuincasesunaifectedby the Statute of Limitation, on the mere ground of staleness. Ingam v. Toulmin, 9 Alab. 662 ; Mason v. Crosby, 1 Wood. & M. 342; Piatt j). Vatier, 1 McLean, 146; 9 Peters, 405. In Massa- chusetts the statute applies in equity to constructive trusts, and therefore, except in cases of actual and undiscovered fraud, six years' delay precludes relief. Farnum v. Brooks, 9 Pick. 212. New York, by the Code of Procedure adopted in 1851, § 78, &c., in actions for the recovery of real property, &c., or for the recovery of possession thereof, seisin within twenty years is made necessary. By § 91 (6) an action for relief on the ground of fraud, in cases which theretofore were solely cognizable by a Court of Chancery, is to be brought within six years; but the cause of action in such cases is not to be deemed to have accrued until the discovery by the aggrieved parly of the fact constituting the fraud; and by ^ 97, other actions for relief not thereinbefore provided for, which would seem, by reference to the Revised Statutes, part iii. ch. IV. Art. 6, ^ 50, &c., to apply to other cases of trusts formerly not cognizable at law; are to be com- menced within ten years after the cause of action shall have accrued. See Williamson v. Field, 2 Sandf. Ch. 534. In Wisconsin, similar limitations exist. It is now established in the United States, contrary to the doctrine stated in the text, and to some earlier cases, that where it appears on the face of the bill that the statute of limitations or lapse of time is a bar, the objection may be taken by a demurrer. The complainant, if there be circumstances accounting for the delay, or bringing the case under one of the exceptions of the act, must state them in the first instance, that they may be put in issue by the answer. Wisner v. Bar- net, 4 Wash. C. C. R. 631 ; Dunlap v. Gibbs, 4 Yerg. 94 ; Humber v. Rector of Tri- nity Church, 7 Paige, 197; affirmed 24 Wend. 595; Van Hook v. Whitlock, 7 Paige, 373; Maxwell v. Kennedy, 8 How. U. S. 210; Field v. Wilson, 6 B. Monroe, 479 ; Ingraham v. Regan, 23 Mississippi Rep. (1 Cush.) 214; Fetters V. See, 2 Barb. S. C. 490 ; Ferris v. Henderson, 12 Penn. St. R. 74; {per Lowrie J.) ; Bank U. S. v. Biddle, 2 Pars. Eq. 27 ; McLean v. Barton, ftarrington, Ch. 279; Pratt i;. Northam, 5 Mason, 95; Story Eq. Plead. §484; contra Bulkley v. Bulkley, 2 Day, 363; Hickman v. Stout, 2 Leigh. 1; see Denston v. Morris, 2 Edw. Ch. 37. But the laches must appear distinctly by the bill itself. Muirti. Trustees, 3 Barb. Ch. 477; Battle v. Durham, 11 Geo. R. 17. And a general demurrer where all the grounds of relief stated in the bill are not barred by lapse of time, will be overruled. Radcliffe v. Rowley, 2 Barb. Ch. 23. When the case is one of a presumption of payment merely, the defendant must allege payment in his answer. Fetters v. See, 2 Barb. Sup. Ct. 490. And generally, the objec- tion of acquiescence is one which must be made in the first instance, and cannot be taken on appeal. The State v. Holloway, 8 Blackf. 45; Wills v. Dunn, 5 Gratt. 384. TRUSTEES BY CONSTRUCTIVE TRUST. 239 However it seems, that the mere poverty of a party is not suffi- cient to do away with the effect of laches in prosecuting his claim. (6) This doctrine was established previously to the recent statute 3 & 4 Will. IV. c. 27, and was acted upon in numerous decisions, where relief was afforded notwithstanding very long intervals since the accruer of the title. (c) And in this sense and to this extent the dicta, which are to be *found in the books, are undoubtedly true, r^igQ-i that " no length of time will sanctify or cover a fraud. "(cZ) And now by the 26th section of the statute 3 & 4 Will. IV. c. 27, it is expressly enacted, that in cases of concealed fraud time shall not begin to run, until the fraud, shall, or with reasonable diligence might, have been known or discovered saving the rights of bona fide purchasers for valuable consideration. Upon the same ground it has been decided, that lapse of time will not be a bar to the relief, where from the obscurity of the transac- tion the plaintiff was unable to obtain full information of his rights ;(e) or where the party entitled, is of weak understanding, or he con- tinues under the influence of the defendant.(/) And in order to displace the title of a party to relief on the ground of his delay and acquiescence, it lies upon the defendant by distinct and explicit evidence, to bring home to the plaintiff the knowledge of the fact, on which the acquiescence is founded, and to which it refers. {^)* However where a party comes to the court after a great distance (6) Roberts v. Tunstall, 4 Hare, 257. (d) Mulcahy v. Kennedy, 1 Ridg. P. [Perry v. Craig, 3 Mis. 516; Locke v. C. 337; Pickering v. Lord Stamford, 2 Armstrong, 2 Dev. & Batt. 147; nor Ves. jun. 280. [See Prevost ■!>. Gratz, 6 the supposed poverty of the defendant, Wheat. 481 ; Michaud v. Girod, 4 How. see Maxwell v. Henderson, 8 How. U. U. S. 560 ; Marsh v. Pell, 1 J. C. R. 598.] S. 210.] (e) Murray v. Palmer, 2 Sch. & Lef. (c) Stackpole v. Devoren, 1 Bro. P. 487. / C. 9; Vernon tj. Vaudry, 2 Atk. 119; (/) Aylward v. Kearney, 2 Ball. & Alder d. Gregory, 2 Ed. 280; Randall B. 463; Pickett ^'.Loggan, 14 Ves. 215; V. Errington, 10 Ves. 423; Purcell v. Pnrcell ■«. M'Naraara, id. 91. [Ferris M'Namara, 14 Ves. 91 Watson v. ». Henderson, 12 Penn. St. R. 74.] Toove, 6 Mad. 153; Gordon t). Gordon, (g-) Randall v. Errington, 10 Ves. 3 Swanst. 400 ; Malony v L'Estrange, 427, 8 : Downes v. Grazebrook, 3 Mer. 1 Beat. 406. In Trevelyan v. Charter, 208. [See Doggettw. Emerson, 3 Story, Sir C. Pepys, M. R., set aside a pur- 700; Callender «. Colegrove, 17 Conn, chase at an undervalue by a steward, 1; Phalen. v. Clark, 19 Conn. 421.] after an interval of forty-seven years. Rolls, 2d June, 1835. [Affirmed 11 CI. & F. 714.] ' In a case of confirmation by devise the rule is different; Stump v. Gaby, 22 L. J. Ch. 352. 240 TRUSTEES BY CONSTRUCTIVE TRUST. of time to impeach a transaction for fraud, very clear and strong evidence will be required to establish the plaintiff's case.(A) In some cases, although the court has granted the main relief prayed by setting aside the transaction, yet on account of the length of time, that had elapsed before the claim was preferred, the account has been directed to be taken only from the time of filing the bill.(i) And the decree has been made without costs,(^) and arrears of rents received will be given for only six years. (Z) It is difficult to lay down as a general proposition what length of acquiescence will be a bar to relief on the ground of fraud.' This (A) Chandos v. Brownlow, 2 Ridg. (i) Pickett v. Loggan, UVes. 215; P. C. 397; Chalmers u. Bradley, 1 J. & Malony ■«. L'Estrange, 1 Bealt. 406; W. 59. [Bowen v. Evans, 2 H. L. Mulhallen v. Marum, 3 Dr. & W. 317. Cases, 257 ; Montgomery v. Hobson, (k) Attorney-General v. Ld. Dudley, Meigs, 437; Westbrooke i). Harbeson, Coop. 146, 8; Pearce v. Newlyn, 3 2McCord, Eq. 112; Page v. Booth, 1 Mad. 189. Rob. Va. 161; Phillips v. Belden, 2 (i) Pearoe u. Newlyn, 3 Mad. 189. Edw.\ Ch. 1 ; Powell u. Murray, 10 Paige, 256] ' In Michaud v. Girod, 4 How. U. S. 561, the Court say, " We believe no case can be found in the books, in which a court of equity has refused to give relief within the lifetime of either of the parties upon whom the fraud is proved, or within thirty years after it has been discovered, or becomes known to the party, whose rights are affected by it." In Ward u. Van Bokkelen (1 Paige 104'), it was decided that by analogy to the statute of limitation, twenty years was the shortest period which could bar a proceeding in equity, to set aside a conveyance obtain- ed by fraud. This analogy to the statute was adopted as the rule, where the fraud had or might have been discovered, in Thompson v. Blair, 3 Murphy, 593; Farr v. Farr, 1 Hill, Eq. 391 ; Field v. Wilson, 6 B. Monroe, 479; (see Bruce v. Child, 4 Hawks, 372,) Perry v. Craig, 3 Mis. 525; Miller v. Mclntyre,6 Peters, 61 ; Bank XJ. S. v. Biddle, 2 Pars. Eq. 3 ; Ferris v. Henderson, 12 Penn. St. R. 54; Walker u. Walker, 16 S. & R. 379; see McDowall i;. Goldsmith, 2 Johns. Mary. Ch. 370 ; and 19 Am. Jur. 339. But where there is no adverse possession, or there could be no bar at law by lapse of time, so, it is said, there is none in equity. Varich «. Edwards, 1 Hoff. Ch. 417; Elmendorf u. Taylor, 10 Wheat. 176; Barbour D. Whitelock, 4 Monr. 197. Most cases lay down no certain period, but leave it to rest very much on the facts. Acquiescence for 18 years; Bell V. Webb,2Gill. 163; for 11 years, Rhinelanderu. Barrow, 17 John. R. 538; for 12 years, Butler v. Haskell, 4Desaus. 651 : has been held insufficient. On the other hand, a delay unexplained of " nearly 30 years;" Harrod v. Fauntleroy, 3 J. J. Marsh. 548 ; Phillips v. Belden, 2 Edw. Ch. 1 ; Page v. Booth, 1 Rob. Va. 161 ; Bond V. Brown, Harp. Eq. 270 ; of 38 years; Powell v. Murray, 10 Paige, 256 : of 46 years ; Maxwell v. Kennedy, 8 How. U. S. 210 : of 50 years; Anderson v. Bur- well, 6 Grattan, 405 : of 27 years, with a lapse of 26 years after bill filed ; Hayes V. Good, 7 Leigh, 486; has been ruled to be laches. But where the delay has been caused by the act of the defendant in any way, the lapse of time will not be material, Richards v. Jones, 3 G. & J. 163 ; Doggett v. Emerson, 3 Story, 700 ; Callenderw. Colegrove, 17 Conn. 1; Phalen v. Clarke, 19 Conn. 421: and the complainant's absence from the country will account for an apparent laches. Hallett V. Collins, 10 How. U. S. 174. (The reporter has neglected the dates of TRUSTEES BY CONSTRUCTIVE TRUST. 241 must necessarily be a matter of equitable discretion, depending on the nature of the transaction, and the circumstances of the parties in each individual case. In many of the cases indeed, -where relief was given after a long interval, the question of acquiescence does not appear to have been raised ; so that they can scarcely be con- sidered as authorities on the point. The legal bar of twenty years appears to have been treated as the proper limit on several occa- sions •,{m) and it^was distinctly decided in one case, that equity will not relieve, where the facts constituting the fraud are in the know- ledge of the party, and he lies by for twenty-five years,fw) and in ^another case twenty-one years' acquiescence was held to be a bar to the relief.(o) [*170] In Gregory v. Gregory, Sir William Grant, M. R., dismissed a bill, to set aside a purchase by a trustee after a lapse of eighteen years, upon the length of time only, and the decision was affirmed on appeal by Lord Eldon.(p) And in the case of Champion v. Rigby,(g') Sir John Leach, M. R., refused to set aside a purchase by a solicitor from his client after an acquiescence on the part, of the plaintiff for eighteen years. (^) And in a late case acquiescence for eighteen years in a purchase by a trustee was held by Vice- Chancellor Wigram to bar the right to relief.(r) In such cases, however, unless the case of acquiescence is extremely strong, the bill will usually be dismissed without costs.(s) In Pryce v. Byrn, Lord Alvanley, M. R., dismissed a bill to set aside a purchase by trustees made twenty years before.(i) But in Molony v. L'Estrange,(M) relief was given against a purchase by an agent after an acquiescence of thirty years.(M) And in a late case in Ireland relief was given against a lease fraudulently obtained by a person, who filled the character of guardian, and agent, and re- Cm) Smith V. Clay, 3 Bro. C. C. 639, (g) Champion v. Rigby, 1 R. & M. n. ; Hovenden v. Ld. Annesley, 2 Sch. 539. & Lef. 636, 7 ; Stackhouse v. Bamston, (r) Roberts v. Tnnstall, V. C. Wigram, 10 Ves. 466. 27th Feb. 1845, MS. [4 Hare, 257.] (n) Blennerhasset v. Day, 2 Ball. & (s) Gregory v. Gregory, Coop. 20 1 ; B. 118. Champion v. Rigby, 1 R. & M. 539; (o) Selsey t). Rhodes, 1 Bligh. N. S. 1. Portlock v. Gardner, 1 Hare, 594. {p) Gregory v. Gregory, Coop. 201; (t) Pryce v. Byrn, oiled 5 Ves. 681. S. C. Jac. 631. (m) Molony v. L'Estrange, Beat. 406. this case, so that the length of time which elapsed between the fraud and the filing of the bill, does not appear.) In cases of mistake more diligence would seem necessary, especially where parol evidence is to be resorted to. See Hite V. Hite, 1 B. Monr. 177, where 17 years; and Bruce v. Child, 4 Hawks. 372; where 19 years, acquiescence were held to bar relief. 16 242 TRUSTEES BY CONSTRUCTIVE TRUST. ceiver, where there had been a delay of eleven years in instituting the suit, (a;) Where the right is vested in a large body of persons, such as cre- ditors, it has been decided, that acquiescence is no argument against decreeing the relief. (?/) Although in the instances, where this was decided, the acquiescence does not seem to have been for a very long period. This exception will also prevail in favor of large societies of per- sons, such as a society of dissenters, for whose benefit relief was de- creed in one case by Sir William Grant after a delay of twenty-two years, although without costs on account of the length of time.(g) And the same rule has been established in favor of charities gene- rally, (a) But this subject will be considered more at length in a future chapter.(J) II,— BY EQUITABLE CONSTRUCTION IN THE ABSENCE OF FRAUD. It not unfrequently happens, that the principles, adopted by courts of equity in administering justice, differ materially from those, that have been established by courts of law. The former are often car- ried to a greater extent, and occasionally indeed are at variance with the latter. In such cases the courts of equity vindicate their own principles by means of their peculiar jurisdiction in personam, and convert the holder of the *legal estate, though unaffected L -'by fraud either actual or constructive, into a trustee for the party who is entitled by the rules of equity to the beneficial in- terest. For instance when a contract has been entered into for the sale of an estate, the legal title to the property remains unaffected, and at law the parties have only acquired a right of action for breach of the contract, in case it is not performed. But one of the first principles of equity is, that it looks upon things, agreed to be done, as actually performed ;(e) and acting on this principle, when the contract is made, it considers the vendor as a trustee for the purchaser of the estate {x) Mulhallen v. Marum, 3 Dr. & W. (a) Attorney-General, v. Hungerford, 317. 8 Bl. N. C. 437 ; Attorney-General v. {y) Whichcote v. Lawrence, 3 Ves. Flint, V. C. Wigrarn, Mich. Term, 745,52; Case in Exchequer, cited 6 1844. [4 Hare, 147.] Ves. 632 ; York Buildings Company v. (b) Post, Pt. 2, Ch. 2, s. 5, Mackenzie, 8 Bro. P. C. 42. (c) Francis's Maxims, 13; 1 Fonbl. (a) Attornej'-General, i).JA. Dudley, Eq. Tr. B. 1, Ch. 6, s. 9. Cowp. 146. TRUSTEES BY CONSTRUCTIVE TRUST. 243 sold;(c?)' and the purchaser as a trustee of the purchase-money for the vendor.(e) This equity attaches immediately on the making of the contract, and will not therefore be affected by the subsequent death, or bank- ruptcy, or any other act of either of the parties, before the contract is carried into execution.(/) Another rule of equity, which admits of no exception, is, that the court will never allow a trust to fail for want of a trustee.(^) There- fore where a trust is created, but the party creating it has appointed no trustee ;(A) or the trustee by the rules of law is incapable of taking •,(^') or the appointment of the trustee fails by his death, or refusal, or otherwise ;{k) in all these cases the court will follow the estate into the hands of the party, in whom it becomes vested at law, and will treat him as the trustee for the execution of the trust.(Z)^ This description of trust is clearly within the recent statute (4 & 5 Will. IV. c. 23) for the amendment of the law relative to the escheat, (d) Atcherley v. Vernon, 10 Mod. Desaus. 109; Tiernan v. Roland, 15 518 ; Davie v. Beardsham, 1 Ch. Ca. 39; Penn. St. 429; ilutherford v. Green, 2 Green v. Smith, 1 Atk. 572; 1 Sugd. V. Ired. Eq. 121.] & P. 171; Wall V. Bright, IJ. & W. (g-) Co. Litt. 290, b. ; Butl. note 1, 500. • VI. ; 1 Mad. Ch. Pr. 580. (e) Green v. Smith, ubi supra ; Pol- (A) Co. Litt. Butl. not. ubi supra; lexfen 1). Moore, 3 Atk. 273 ; 1 Sugd. V. White u. White, 1 Bro. C. C. 12. & P. 171. (i) Sonley v. Clock Maker's Com- (/) Paul V. Wilkins, Toth. 106 ; Bar- pany, 1 Bro. C. C. 81. [Stone v. Griffin, ker V. Hill, 2 Ch. Rep. 113; Winged v. 3 Verm. 400; Vidal v. Guard, 2 How. Lefebury, 2 Eq. Ca. Abr. 32, pi. 43; U. S. 128.] Orlebar B. Fletcher, 1 P. Wms. 737; (S) Hewett «. Hewett, 2 Ed. 332; Co. Bowles u. Rogers, 6 Ves. 95, n. ; Whit- Litt. 113 a, n. 2; Doiley u. Sharrat, 2 worth V. Davis, 1 V. & B. 545 ; 1 Sugd. Fonbl. Eq. 216 ; Lewis v. Lewis, 1 Cox, V. &P. 171, 2. [Not by death, Newton 162. V. Swazey, 8 N. H. 9 ; Jacobs v. Locke, (/) 1 Mad. Ch. Pr. 580 ; White v. 2 Ired. Eq. 286 ; Glaze v. Drayton, 1 White ante, 48 ; 5 Beav. 222. ' See notes to Woollam v. Hearne. 2 Lead. Cas. Eq. p. i. [355] ; and to Mack- leth II. Siranions, 1 Id. [195].; McKay «. Carrington, 1 McLean, 50; Crawford ii. Bertholf, Saxt. Ch. 458; Ten Eyck v. Simpson, 1 Sandf. Ch. 244; Waddington v. Banks, 1 Brock, 468; Malin ». Malin, 1 Wend. 625; Kerr v. Day, 14 Penn. St. 114. So where a vendor under articles, is only able to convey a part of the lands at the time, and subsequently acquires the remainder, he will hold it as trustee for his vendee. Tyson v. Passmore, 2 Barr, 122; see McCall v. Coover, 4 W. & S. 151 ; Wilson's Estate, 2 Barr, 325. ^ Equity never suffers a trust to fail for want of a trustee, but if necessary will appoint one; ante, page 48 note; King v. Donnelly, 5 Paige, 46 ; Field v. Arrow- smith, 3 Hump. 442 ; Dawson v. Dawson, Rice Eq. 243 ; Lee v. Randolph, 2 Henn. & Mun. 12; Dunscomb v. Dunscomb, Id. 11 ; or treat the holder of the legal title as such, Cushney v. Henry, 4 Paige, 345; Mclntyre School v. Zan. Canal & R. R., 9 Hamm. 203; McKennan v. Phillips, 6 Whart. 571 ; Boykin v. Ciples, 2 Hill's Eq. 200 ; Griffith v. Griffith, 5 B. Monroe, 113. 244 TRUSTEES BY CONSTEUOTIVB TRUST, and forfeiture, of trust estates. The fourth section of that act, ex- pressly extends its operation to trusts arising or resulting by impli- cation of law or construction of equity. There is therefore no doubt, but that this equity would be enforced against the crown, or any lord by escheat, upon whom the legal title to an estate so circum- stanced would devolve in default of an heir or next of kin of the creator of the trust, (m) Again, where a testator appoints a debtor to be his executor ; such an appointment will operate at law as a release, or extinguishment, of the debt. The principle being, that as an executor cannot main- tain an action against himself for the debt, the right of action, which has been thus once voluntarily suspended by the act of the party, is for ever gone and discharged, (w) *In equity, however, the executor will be accountable for L J the amount of the debt, due from himself as general assets for the payment of the testator's debts and legacies. (o) And this equity will be enforced in favor of the residuary legatee or next of kin of the testator, (p)' Another instance of a constructive trust of this description is, the case of a person taking property from a trustee without notice of the trust, but without having given any valuable consideration for it. In such a case the party, in whom the property thus becomes vested, will'be bound by the trust to the same extent, as the trustee, from whom he took.(g') However we have seen that it would be different with regard to a hona fide purchaser for a valuable considera- (m) 1 Mad. Ch. Pr. ubi supra. [In son v. Gutteridge, 13 Ves. 264; 2Wms. Hughes V. Wells, 13 Eng. L. & Eq. 401, Exors. 815, 16. [Story's Eq. § 12G9.] so decided.] (p) Brown v. Selwyn, Cas. temp. (n) Nedham's case, 8 Co. 136, a; Talb. 203; S. C. 3 Bro. P. C. 607; Wentw. Off. Ex. Ch. 2, p. 73, 14th ed.; Carey v. Goodinge, 3 Bro. C. C.vllO. 2 Wms. Exors. 811, and cases cited. [See Pusey v. Clemson, 9 S. &. R. 204.] (o) Flud V. Rumsey, Y"elv. 160 ; Phil- (5) Pye v. George, 1 P. Wms. 128 ; 1 lips V. Phillips, Freem. 11, and 1 Ch. Cruis. Dig. Tit. 12, Ch. 4, s. 16; Man- Ca. 292; Errington v. Evans, 2 Dick, sell v. Mansell,2 P. Wms. 681. [Ante. 456 ; Carey v. Goodinge, 3 Bro. C. C. 164, note.] Ill ; Berry v. Usher, 11 Ves. 90; Simp- 1 In many of the United States the common law rule is abrogated, and the debt of an executor is required to be included in the inventory and assets, Pennsylvania, Act of 1834, § 6 (so, before the act, Pusey v. Clemson, 9 S. & R. 204: Griffiths Chew, 8 S. & R. 32); Delaware, Rev. Code (1852), No. 1811; New Jersey, Rev. Stat. (1847), 358; Maryland, 1 Dorsey's Laws, 394; Virginia, Code' of 1849, 543; North Carohna, 1 Rev. Stat. (1837), 278; South Carolina, Grimke Pub. Laws, 494 ; Georgia, Cobb's Dig. 302 ; Alabama, Clay's Dig. 228 ; Florida, Thonipson's Laws, 196; Texas, Dallam's Digest, 92; Missouri, Rev. St. (1845), 77; Mississippi, How. & Hutch. 404; Arkansas, Rev. St. (1838), 78; Kentucky, 1 Moo. & Br. 668 ; Ohio, Rev. Stat. (1S31), 349. TRUSTEES BY CONSTRUCTIVE TRUST. 245 tion.(r)(') But persons, who obtain possession of an estate by actual ouster and disseisin, -without collusion with the trustee will not be bound by the trust, although they may have had notice of it. For the disseisor creates a title for himself paramount to the trust.(s)^ (r) Ante, p. 164. (s) Finch's case, 4 Inst. 85; Sugd. Gilb. Us. 429. (') The stock and other property of corporations is constructively a trust fund for tlae payment of their debts; so that their creditors have, in equity, a lien or priority in payment on it, over the stockholders. Therefore if a cor- poration is dissolved, the contracts survive the dissolution, and the creditors may enforce their claims against any property belonging to the corporation which has not passed into the hands of a bona fide purchaser ; for such pro- perty will be held affected with a trust, primarily for the creditors of the com- pany, and, subject to their right, secondarily for the stockholders, pro rata. (Mumraa t). The Potomac Company, 8 Peters's Rep. 281.) This doctrine was held as to a judgment obtained by the plaintiff against the company, the right to revive which by scire facias was determined by the Supreme Court of the United States, to have been lost to the plaintiff by the dissolution of the corpo- ration. The counsel for the plaintiff appear to have entrapped themselves by their case stated and agreement, and the decision, or rather the reasoning of the court upon the excluded point (p. 286), seems founded on a conceit, not to say a quibble. The court also refused costs, because there was no such corporation in esse as the defendants ; yet, without viewing them as a corporation pro ilM vice, there was no party defendant in court. The capital stock of an incorporated bank is also, constructively, a trust fupd for all the debts of the corporation ; and no stockholder can take any share of such capital until all the debts are paid. And if the capital should be divided, leaving any debts unpaid, every stockholder, receiving his share, would, in equity, be held liable pro raid, to contribute to the discharge of such debts out of the fund in his own hands. Vose v. Grant, 15 Mass. Rep. 505, 517 ; Spear v. Grant, 16 Id. 9; Wood v. Dummar. 3 Mason, 308 a. The remedy, however, is in equity alone; for a court of common law, is in- capable of administering full relief; since it has no power of bringing all the proper parties before the court, or of ascertaining the full amount of the debts, the mode of contribution, the number of contributors, or the cross equities and liabilities, which may be absolutely required for a proper adjustment of the rights of all parties, as well as of the creditors. {Ibid. 2 Story's Eq. 499, 500.) The cases last quoted though referred to the head of trusts by equitable construc- tion in the absence of fraud, strike the editor as belonging appropriately to trusts raised by the implication of fraud ; for what can involve grosser symptoms of bad faith than the act of stockholders deliberately dividing their corporate property to the exclusion of their creditors'? He should think that on this ground, there would be no difficulty in the question suggested by Mr. Justice Jackson in the cases in Massachusetts, in the event of the insolvency of any of the stockholders, whether the loss of the amounts received by them should be borne by the creditors or the other stockholders. — T. 2 The registration of a deed or mortgage is only notice to those claiming hrough or under the grantor or mortgagor, Felton v. Hunter, 11 Shepley, 29; Keller v. Nutz, 5 S. & R. 246 ; Woods v. Farmere, 7 Watts, 382 ; Bates v. Norcross, 14 Pick, 224; Stuyvesant v. Hall, 2 Barb. Ch. 151; Crochett o). Maguire, 10 Mis. 34. 246 TRUSTEES BY C ONSTKUCTIVB TRUST. And a term outstanding in a trustee will attend the inheritance for the benefit of the disseisor.(f) *Upon the death of a mortgagee in fee, who has not fore- L 'J closed, the mortgage debt will constitute part of his personal assets, but the legal fee in the lands will descend, if not otherwise disposed of, to his heir-at-law. The heir however will hold, as a trustee by construction of equity, for the benefit of the parties enti- tled to the personal estate. (m)^ So where the legal interest in real or personal estate, is vested in a mortgagee, or other incumbrancer, to secure a debt; which is afterwards paid : he becomes a trustee for the mortgagor immedi- ately upon the satisfaction of the debt, until a reconveyance be exe- cuted, (a;) / Money deposited by a person with a banker creates a legal debt between the parties, which may be recovered by an action at law. But in the absence of special circumstances, the customer is not at liberty to treat the banker as a trustee, and sue him in equity for an account. (?/) There is another class of trustees, which may be referred to a con- structive trust of the description now under consideration. This is, trustees de son tort, or those, who of their own authority enter into the possession or assume the management of property which belongs beneficially to others.^ Such persons will of course be always liable («) Reynolds v. Jones, 2 S. & St. 206. 251, n. (A.) ; Poole v. Pass, 1 Beav, (u) Ellis V. Guavas, 2 Ch. Ca. 60 ; 1 600. Fonbl. Tr. Eq. B. 3, C. 1, s. 13; 2 Cruis. {y) Foley v. Hill, [1 Phill. 399, af- Dig. 90, 1. ' firmed, 2 CI. & Finn. N. S. 28. See (a:) Baldwin v. Banister, 3 P. Wms. Potts v. Clegg, 16 M. & W. 321, and American notes.] ' Chase v. Lockerman, 11 G. & J. 185. But in America generally a mortgage is treated both at law and in equity as a mere chattel interest, (see 4 Kent's Comm. 160, &c., McCall v. Lenox, 9 S. & R. 302 ;) and a reconveyance is not deemed necessary to revest the fee in the mortgagor; see 4 Kent, 194, and notes. ^ An administrator who interferes with the real estate of his intestate, and as- sumes to act as trustee, may be treated as such, and cannot demur to a bill ask- ing for his removal and the appointment of a new trustee. Le Fort v. Delafield, 3 Edw. Ch. 32 ; see McCoy v. Scott, 2 Rawle, 222 ; Schwartz Est., 14 Penn. St. R. 47. In Rackham v. Siddall, 1 Mac. & G. 607; 2 Hall & T. 44; affirming S. C. 16 Sim. 297, it was held that a person assuming to act as heir or devisee of a trustee, and committing an act which if done by the trustee would have been a breach of trust, cannot relieve himself from liability, by asserting that he was not in fact trustee. So, one who enters on an infant's land, and takes the rents and profits, may be treated as guardian or trustee, and is liable to account as such. Wyllie v. Ellice, 6 Hare, 505 ; Drury v. Conner, 1 H. & G. 220 ; Chaney^. Smallwood, 1 Gill, 367; Goodhue ■«. Bambell, Rice's Eq. 190; Bloom- TRUSTEES BY CONSTRUCTIVE TRUST. 247 to be deprived of the possession, which they have thus assumed, at the will of the parties beneficially entitled. And as a general rule they will doubtless be liable to the payment of any costs or expenses, which their unauthorized intrusion may have occasioned. Although cases may be easily imagined, where the interference of a stranger has proceeded from necessity and from the sole desire of protecting and benefiting the property, and where consequently a trustee of this description would be decreed to have his costs and other expenses. During the continuance of their possession or management, such trustees are subject to the same rules and remedies as oijjier con- structive trustees. (2)^ It is to be observed, that the general doctrine of constructive trusts will not be enforced against the Bank of England with regard to sums of *stock in their books. And as a general rule ^,^„,-, • r 1741 they will only be bound to recognise the person who has the "- -' legal title to the stock, (a)^ (2) See Wilson v. Moore, 1 M. & K. land, 3 Ves. 55 ; Bank of England v. 127, 146. [Boddy v. Lefevre, 1 Hare, Parsons, 5 Ves. 665; Austin v. Bank of 602, n. and cases cited.] England, 8 Ves. 522; Bank of England (a) Pearson v. Bank of England, 2 v. Lunn, 15 Ves. 583; Bristed u. Wil- Bro. C. C. 529 ; Hartgo v. Bank of Eng- kins, 3 Hare, 235. field V. Eyre, 8 Beav. 250 ; and being thus a fiduciary he cannot set up the statute of li«iitations ; Goodhue v. Bambell, ut supr. But in these cases the party injured electing to pursue the equitable remedy, instead of treating the other as a trespasser, must in his turn do equity, and must therefore join in his bill all who concur in the tortious act ; and cannot single one out, as he could at law, Wyllie v. EUice, ut supr. ; see also Phene v. Gillam, 5 Hare, 5. ' Another instance of a constructive trust may be found in the case of a suit in equity by a creditor of an estate, to recover his debt from legatees or distri- butees, who have received payment of their claims from the executor (acting by mistake, but bona fide and without fault) before a due discharge of all the debts. In such a case, the executor who has so distributed the assets, may be sued at law by the creditor. But the lega.tees and distributees, although there ' was an original deficiency of assets, are not at law suable by the creditor. Yet, he has a clear right in equity in such a case, to fallow the assets of the testator into their hands as a trust fund for the payment of his debt. The legatees and distributees are in equity treated as trustees for this purpose ; for they are not entitled to anything, except the surplus of the assets, after all the debts are paid. Besides, they, in the case put, being ultimately responsible to pay the debt to the executor out of such assets, if the executor should be compelled to pay it to the creditor, by a suit at law, may be made immediately liable to the creditor in equity. (Riddle v. Mandeville, 5 Cranch, 329, 330.) But the other is the more broad and general ground, as the creditor may sometimes have a remedy, where the executor, if he has paid over the assets, might not have any against the legatees or distributees. (Ibid. 2 Story's Eq. 498.) See Russell v. Clarke's Executors, 7 Cranch, 69, 97 ; M'Call v. Harrison, 1 Brock. C. C. Rep. 126 ; for other cases of implied trust. — ^T. 2 See as to the liabilities of purchasers of stock standing in the name of trustees, Walsh v. Stille, 2 Pars. Eq, 17 ; Mechanics' Bank v. Seton, 1 Pet. Sup. Ct. 248 THE CREATION OF TRUSTEES [*i75] BIYISION III. THE CONSTITUTION OF TRUSTEES BY WAY OF SUB- STITUTION IN THE PLACE OF THOSE ALREADY CREATED. The machinery of trusts would be very imperfect, if means were not provided for filling up the vacancies which may be occasioned from tirde to time by the death, or resignation, or refusal to act, of the original trustees. New trustees may be created, either 1st, in ex- ercise of a power contained in the trust instrument ; or 2d, by the in- terposition of the Court of Chancery. CHAPTER I. THE SUBSTITUTIONAKY CREATION OF TRUSTEES IN EXERCISE OP A POWER. The oiSce and duties of a trustee, being matters of confidence, cannot be delegated by him to another, unless an express authority for that purpose be conferred on him by the instrument creating the trust. Therefore upon the death, or refusal to act, of one or more of several co-trustees, the office of trustee will devolve with the legal estate upon the survivors, or upon those who accept the trust, and ultimately upon the heii", or personal representatives of the last sur- vivor. Nor will there be any means of continuing the original num- ber and the proper succession of trustees by any fresh appointment, except under a decree of the Court of Chancery. 299; Porter v. Bank of Rutland, 19 Verm. 410; Reader v. Barr, 4 Hamm. (Ohio), 446; Christmas v. Mitchell, 3 Ired. Eq. 535; though see Albert v. Savings Bank, 1 John. Maryl. Ch. Rep. 406, S. C. 1 Am. Law Reg. 282; Lowry V. Coram. Bank, C. C. U. S., for Maryland, 3 Banker's Magazine, 201 ; 10 Penna. Law Jour. (3 Am. L. J. N. S.) Ill; which last cases rule, that the risk is on the bank or corporation making the transfer. In Lowry v Comm. Bank, ut supr., Chief Justice Taney considers the decisions as to the Bank of England to be excep- tions depending merely on the meaning" and policy of the act of Parliament, of which the management of the public stocks was transferred to it; remark- ing that " certainly none of the English cases convey the idea that upon general principles of law, a bank is not bound to notice a trust of its own stocks, and must look to the legal estate." In Bank of Virginia v Craig, 6 Leigh, 399, it was held that a guardian holding stock of his ward, could transfer the same, and that the bank could not prevent the breach of trust. UNDER A POWER. 249 If a trustee convey away the trust estate to anotlier, though it be to his co-trustee, without any such authority created by the trust instrument, or the sanction of the court, the conveyance will doubt- less operate to pass the legal estate in the property, but the office of trustee with all its responsibilities will still remain unchanged in the original trustee. He will therefore continue personally answerable to the cestuis que trusts for any misconduct or breach of trust, com- mitted^iy the party, in whose power he has thus placed the trust estate, (a) And the person to whom the property is so conveyed, will be unable to exercise any of the powers, annexed to the office of trustee, in any dealings with third persons respecting the trust estate. (6) *A power to nominate new trustees can seldom exist, ex- ^^ _ .-. cept where the trust has been expressly created by deed or L will. In all other cases of trust the continuance of the trustee by substitutionary appointment must be provided for by application to the Court of Chancery, which will form the subject of consideration in the next chapter.' A power to appoint new trustees can only be created by the author of the trust himself. The court cannot in general delegate to others the authority, which it assumes in these cases ; and trustees, ap- pointed or substituted by the court, will not usually be authorized to appoint others in their 'stead, (c)(1) However, there seems to be an exception to this rule in cases of charity. For in charitable trusts equity will not only appoint new trustees to fill the vacancies actually created, but it will also sanc- (a) Chalmers v. Bradley, 1 J. & W. (i) Ibid, et vide Lord Braybroke v. 68; Wilkinson u. Parry, 4 Russ. 272; Inskip, 8 Ves. 417. 6 Jarm. Bythewood's Conveyancing, (c) Bayley ■«. Mansell, 4 Mad. 226; 506, 3d ed. ; Adams v. Paynler, 14 Southwell ■«. Ward, Taml. 314; but see Law Journ. N. S., Chanc. 54; Collyer's Joyce v. Joyce, 2 Moll. 276; 2 Sugd. Ch. 532. Pow. 533, 6th ed.; Brown v. Brown, 3 Y. & C. 395. (1) However, in Joyce v. Joyce, 2 Molloy, 276, whicji was a suit for the ap- pointment of new trustees, the decree directed a proviso to be inserted in the deed, authorizing the parties from time to time thereafter- to appoint new trus- tees; and see White v. White, 5 Beav. 221 : and Larapayo v. Gould, 12 Sim. 426, and post. Chap. IL, sect. 3. [These cases are now overruled. See Holden V. Dublin, 18 L. J. Ch. 479, 11 Beav. 594 ; Bowles v. Weeks, 14 Sim. 591 ; Og- lander v. Oglander, 2 De G. & Sm. 381; 12 Jur. 786 ; 17 L. J. Ch. 439 ] ' It has been held that a power reserved to the assignor, in an assignment for the benefit of creditors to appoint new trustees, on the resignation of the old, was void as interfering with the rights of, the creditors. Plank u. Schermerhorn, 3 Barb. Ch. 641; but see Robins v. Embry, 1 Sm. &M. Ch. 207. 250 THE CREATION OF TRUSTEES tion the insertion of a direction in the scheme, that regular appoint- ments may be made by proper parties from time to time, as often as occasion may require. (cZ) Every well drawn deed of settlement and will creating trusts, which may by possibility endure beyond a very short period, con- tains powers, enabling any of the trustees for the time being to re- linquish the trust, as well as provisions for supplying by fresh nomi- nations the vacancies to be occasioned by the resignation, or the death or incapacity of any trustee. (e) A suit in Chancery will be the almost certain consequence of the omission of these provisions. Such a power will be inserted in a settlement under articles as a "reasonable and proper power." ' Thus in Lindow f . Fleetwood,(/) a strict settlement was directed by a will, and that there should be inserted in it, powers of leasing, sale, partition, and exchange, and that in such settlement should be inserted " all such other proper and reasonable powers, as are usually inserted in settlements of like nature." Sir J. Leach, M. R., held, that a power to appoint new trustees was a proper and reasonable power to be inserted in the set' tlement.(/) Some reliance indeed was placed by the court upon the direction being in a separate and distinct sentence, but Sir E. Sug- den in his work on Powers observes, that " appears to be too thin a distinction. "(^) In framing these powers the greatest care should be taken to pro- vide for every possible contingency, in which a change or new ap- pointment of trustees may become necessary, or desirable, so as to obviate the expense and trouble of an application to the Court of P^^„„-i Chancery.(l) And where an *appointment is made under •- -I such a power, it is of the last importance both tp the retiring (d) Attorney-General v. Shore, 1 M. (e) 6 Jarm. Bythew. Convey. 506, & Cr. 394; 2 Sugd. Pow. 533, 6th ed. ; 3d ed. Attorney-General v. Winchelsea, 3 Bro. (/) Lindow v. Fleetwood, 6 Sim. C. C. 373; S. C. Seton, Deer. 131; case, 152; Lampayo v. Gould, 12 Sim. 426. 12 Sim. 262. (g-) 2 Sugd. Pow. 527. (1) The following is suggested as a proper form for a power of appointing new trustees of property settled upon the usual trusts in stiict settlement. Provided always, and it is hereby further declared, that if the trustees hereby appointed, or any of them or any future trustees or trustee hereof shall die (either before or after their or his acceptance of the trusts thereof), go to reside abroad, desire to be discharged from, renounce, decline or become incapable or unfit to act in the trusts of these presents, while the same trusts or any of them shall be subsisting. Then, and in every or any such case, and so often as the same shall happen, it shall be lawful for the said (the cestuis que trusts [if any] for life), or the survivor of them by any writing or writings under their, his, or her hands or hand attested by two or more witnesses, and after the decease of such survivor then for the surviving or continuing trustees or trustee hereof, or the executors or administrators of the then last acting trustee (whether such surviv- UNDER A POWER. 251 and the newly appointed trustee, as well as to the cestuis que trusts and other persons interested, to ascertain, that the appointment is clearly sanctioned by the terms of the power. If the circumstances do not warrant the making the new appointment, or there be any irregularity in the mode of exercising the power, the appointment will be bad, and the retiring trustee will not be exonerated from the responsibilities of the trust, whilst the newly appointed trustee will be unable to exercise the powers attached to the office. (A) The power should express plainly the cases, in which new trustees may be appointed, and when and by whom the appointment is to be made, it should also embrace every event, that can render such an appointment necessary, viz.; the death of all or any one or more of the original or substituted trustees, their absence from the country, their wish to retire from the office, or their origmal refusal to accept it, or finally their future incapacity to discharge its duties ; and it is seldom that any difficulty can arise either upon the construction or effect of the power when so framed. However the construction of these powers, when less accurately framed, has not unfrequently been the subject of litigation. (1) ik) See Adams v. Paynter, 14 L. J. N. S., Ch. 54; 1 Coll. Ch. 532. ing trustees or trustee or executors or administrators respectively shall be willing to act in other respects or not), by any vpriting or writings, under their or his hands or hand attested by two or more witnesses, to nominate and substitute any person or persons to be trustee or trustees hereof in the place of the trustee or trustees so dying, going to reside abroad, desiring to be discharged, renounc- ing, declining, or becoming incapable or unfit to act as aforesaid. And that so often as any new trustee or trustees hereof shall be appointed as aforesaid, all the hereditaments, &c., which shall for the time being be holden upon the trusts hereof, shall be thereupon conveyed, assigned, and transferred respectively in such manner, that the same may become legally and effectually vested in the acting trustees hereof for the time being, to and for the same uses and upon the same trusts and with and subject to the same powers and provisions as are herein declared and contained of, and concpning the same hereditaments and premises respectively, or such of the same uses, trusts, powers, and provisions as shall then be subsisting or incapable of taking effect. And that every new trustee, to be from time to time appointed as aforesaid, shall thenceforth be competent in all things to act in the execution of the trusts hereof, as fully and effectually and with all the same powers and authorities to all purposes whatsoever, as if he had hereby been originally appointed a trustee in the place of the trustee, to whom he shall, whether immediately or otherwise, succeed. (1) Where there was a power in a deed of settlement of a dissenting chapel, for the appointment of new trustees on the desertion or removal of any existing trustee ; it was held by Lord Eldon, that the clause did not apply to the case of a trustee, who had left the trust, on account of its having been converted by the other trustees against his approbation to purposes distinct from the intention of the founder. Attorney.sGenerai v. Pearson, 3 Mer. 412. 252 THE CREATION OF TRUSTEES In the case of Morris v. Preston,(i) powers of sale and exchange were given in a settlement to the trustees to preserve contingent remainders ; and there was a power, in case of the death of any or either of the trustees, for the husband and wife, or the survivor, with the consent of the surviving co-trustee or co-trustees, to appoint any new trustee or trustees ; and upon such appointment the surviving co-trustee should convey the estate, *so that the surviving L -I trustee and trustees, and the new trustee or trustees, might • be jointly concerned in the trusts, in the same manner, as such sur- viving trustee and the person so dying would have been, in case he were living. — The purchaser objected to the title of trustees under the power of sale, because they were not appointed until the death of both the trustees of the original settlement, which was not autho- rized by the power : but the objection was waived without argument.(i') With respect to this case Sir E. Sugden has observed, that the power in terms clearly did not extend to the event which happened: it contemplated only an appointment on the death of one trustee, and not an appointment after the death of both : the ground on which the plaintiff's counsel waived the objection must have been, that the in- tention of the power was, that new trustees should be appointed, whenever circumstances might require it. " Clear as this point ap- pears to be," says the same learned writer, " it is to be regretted, that the opinion of the court was not taken upon it. It has more than once happened, that what counsel has given up in argument, the court has enforced. "(^) However, the case of Morris v. Preston has since been judicially recognised as an authority by the learned writer and judge, whose observations have just been cited. In a recent case in, Ireland two trustees were appointed by a settle- ment, and there was a power for the tenant for life together with the surviving or continuing or acting trustee for the time being to nomi- nate new trustees, with a direction that the trust estate should there- upon be vested in the new trustee jointly with the surviving or continuing trustee. One of the original trustees died, and the other became bankrupt, and it was objected that the power was con- sequently gone ; but the Lord Chancellor (Sir E. Sugden) overruled the objection, observing, that it happened in many cases without the power being affected. (^) In a very late case before the Vice-Chancellor of England, three executors and trustees were appointed by a will, which contained the ordinary power, in case all or any of the said trustees should die, &c., that it should be lawful for the surviving, continuing, or acting, trus- tees or trustee^to appoint new trustees. Two of the trustees (i) Morris v. Preston, 7 Ves. 547. {I) Re Roche, 1 Conn. &Laws. 306; Ik) 2 Sugd. Pow. 529, 30.' 2 Dr. & W. 287. UNDER A POWEK. 253 the testator's lifetime ; and although it was unnecessary to decide the point, his Honor's opinion evidently was that the power did not apply to the event that had happened. "It appears to me," ohserved his Honor, "at least very questionable, whether Mr. John, Q-ladstone {the surviving trustee) could in the events that have happened, have appointed new trustees." I cannot but think, that it was at least a question whether he had the power, which he certainly might have exercised, if the two other trustees had died after the testator, (m)^ The grounds of this opinion of the learned judge doubtless were, that the persons dying in the testator's lifetime never filled the cha- racter of trustees, so as to come within the terms of the power ; and in framing the power in a will it may be advisable to guard against this difficulty by expressing, that it is to take effect whether the trus- tees *die before or after the testator, or before or after the r;^-|»Q-, acceptance of the trust. '- •* In Sharp v. Sharp,(w) the power in a will provided that, in case either of the testator's two trustees should happen to die, or desire to be discharged from, or neglect, or refuse, or become incapable, to act in the trust thereby in them reposed, it should be lawful for the survivors or survivor of the trustees so acting in the trust, wherein such vacancy should happen, or the executors or administrators of the last surviving trustee, to appoint any other trustee or trustees. Both of the trustees refused to act, and conveyed the trust estate to two new trustees of their own nomination. It was held by the Court of K. B. that the power was given to the surviving or continuing trus- tees only, who acted in the trust, and not to those who, in limine refused to act ; and that the power did not apply to, and was not well exercised in the case then before them.(w) It will be observed that the form of the power, as already stated, expressly provides for such a case as Sharp v. Sharp, by authorizing the surviving or continuing trustees to appoint, whether they are willing to act in other respects or not. It was decided by this last case,'' that a power to appoint new (jn) Walsh v. Gladstone, 8 Jur. 51 ; (n) Sharp v. Sharp, 2 B. & A. 405. [14 Sim. 12.] ' In Winter v. Rudge, 15 Sim. 596, the Vice-Chancellor, in accordance with the opinion above expressed, held, that a power in a will to a cestuy que trust during her life, and after Tier death to the then surviving or continuing trustee, to appoint any new trustee or trustees, as often as any of the first or future trustees should die, &c., did not authorize the appointment by \he cestuy que trust of anew trustee in place of one who died in the testator's lifetime. But in the subse- quent cases of Earl of Lonsdale v. Beckett, 19 L. J. Ch. 342; and Hadley's Trust, 21 L. J. Ch. 109; 16 Jur. 98; 9 Eng. L. & Eq. 67, this decision appears to be overruled, and such a power will apply where the trustee dies during the testa- tor's lifetime, as well as after. 254 THE CREATION OF TRUSTEES trustees, given to the survivor of several trustees, may be legally exercised by the continuing trustee upon resignation or refusal to act of the others, (o) The same case has also determined, that where three distinct classes of trustees are appointed by name for three distinct proper- ties ; and the power to appoint new trustees is expressed to take effect upon the death, &c., of any one of the first class of trustees by name, so far as applied to the trusts reposed in them ; or upon the death, &c., of any one of the second class of trustees, also naming them, so far as applied to the trusts reposed in them ; and there was no mention of the third class of trustees : the power will not apply to the last class of trustees or the property vested in them as such, but will be confined to those two classes, who are expressly men- tioned, (p) It was decided by Sir E. Sugden in the case of Re Roche, that the "bankruptcy " of a trustee rendered him " unfit to act," so as to bring him within the scope of the power, which was expressed to take effect, in case of any trustee becoming " unfit."(qy Where the survivor of two or more trustees is desirous of retiring, it is improper for him to appoint two new trustees by the same deed in the place of himself on his retirement and of the deceased trustee, and such an appointment will be set aside.(r)^ The proper course in such cases is, for the old trustee to appoint a new one in the place of the one, who is dead, and the newly appointed trustee then by a subsequent deed may appoint another in the place of the old trustee who retires. Where more trustees than one are originally appointed, the power r*180n ^^ *usually worded, clearly does not authorize one of the trustees to retire, and without appointing another person in (o) See Eaton v. Smith, 2 Beav. 236, (5) Re Roche, 1 Conn.& Laws. 306; 9, and Hawkins v. Kemp, 3 East, 410 ; 2 Dr, & W. 287. Cooke V. Crawford, 1 1 Law Journ. N. (r) White v. Parker, 1 Bing. N. C. S., Chanc. 406; 13 Sim. 91. 582. [See post 183, note.] ip) Sharp V. Sharp, 2 B. & A. 405. ' But " incapable to act " contemplates personal incapacity ; and therefore, a trustee Who had become bankrupt, and had been indicted for not surrendering to the fiat, and had absconded, was held not within these words. In Re Watt's Settlement, 9 Hare, 106; 15 Jur. 459 ; 20 L. J. Ch. 337; 4 Eng. R. 67, In re Roche was, however, recognised. See Turner v. Maule'. 15 Jur. 761, 5 Eng. L. & E. 222, accord. In Walker v. Brungard, 13 Sra. & M. 724, 758, a power of this nature was held to be entirely in the cestui que trust's discretion. " Under a power enabling a surviving or continuing trustee to appoint a new trustee in the place of a trustee dying, going to reside abroad, or becoming in- capable of acting, &c., the surviving trustee, although himself residing abroad, may appoint another trustee in the place of one deceased. O'Reilly v. Alderson, 8 Hare, 101. UNDER A POWER. 255 his place, to vest the entire property in his colleagues as the sole trustees.(s) As a general rule it can scarcely be desirable, that such an authority should be conferred, as its obvious effect would be in many cases, materially to diminish the security of the trust estate. If, therefore, such a power should ever be considered desirable, it should be provided for by an express clause. (f) Upon this principle the original number of trustees cannot in general be lessened ; and where two trustees were originally ap- pointed, and the original trustees, being desirous of retiring, joined in appointing a single trustee in their place, and transferred to him the trust funds, it was held, that this act was not warranted by the power,(l) and was therefore a breach of trust.(M)(2)^ (s) Wilkinson v. Parry, 4 Russ. 274 ; (J.) See 6 Jarra. Bythew. Convey. 509, Adams v. Paynter, 14 Law Journ. N. S. 3d edit. Chanc. 154 ; [1 Coll. Ch. 532.] (u) Hulme v. Hulme, 2 M. & K. 682. (1) Where the esxercise of the power of appointment is not imperative on every vacancy, and the original number has been diminished by death, it is conceived, that an appointment by the survivors of one trustee in the place of the one, who made the last preceding vacancy in the trust, would be good, and that it is not necessary to make up, the full original number of trustees. For instance, where A., B., and C, are appointed trustees, and A. dies, and then B. dies, and C. then appoints one trustee in the place of B., there seems to be no reason for questioning the validity of that appointment. Although it might be otherwise, if the appointment of the single trustee were expressed to be in the place both of A. and B. (2) Since the chapter on this subject went through the press, there has been a later judicial decision on an important point, connected with the validity of the appointment of new trustees under a power : and according to that decision, the usual power of appointing new trustees authorizes the appointment of a fewer number of trustees in the place of a larger number originally created. In Corrie V. Byrom (the case alluded to), a testator devised all his real estate to five trustees (whom he also appointed his executors), and the survivors and survivor of them, and the heirs and assigns of such survivor, in trust to sell for the be- nefit of his children and the issue of any deceased child in such manner, &o., as his wife (who -was also one of the trustees) should appoint The will con- tained a power framed in the ordinary way, for the trustees or trustee for the time being to appoint any new trustees or trustee in case of the death or retire- ment, &c., of the existing trustees or trustee. All the trustees survived the testator, and they all proved the will, and acted in the trust ; three of them after- wards died at different intervals, and upon the death of the third, A. and B., the two surviving trustees executed a deed, appointing C. to be the new trustee jointly with themselves in the place of the three deceased trustees, and at the same time a conveyance of the trust estate was made to A., B., and C, upon the trusts of the will. Shortly afterwards A. and B. (the two survivors of the original trus- tees) both died, and C. then appointed D. to be the new trustee in the place of A. who had died last, and by a deed dated the following day, which recited the desire of C. to retire from the trust, D. appointed E., F., and G., to be new trustees jointly with herself in the place of C. and the original trustees. These appointments ' See Hospital v. Amory, 12 Pick. 445 ; but see Greene v. Borland, 4 Mete. 332. 256 THE CREATION OP TRUSTEES r*l «i 1 *^^^ SO with regard to the converse case, of appointing *- -■ several trustees in the place of one. As a general rule the were accompanied by conveyances of the legal estate to the newly appointed trustees. D., E., F., and G.,, as the acting trustees of the will, contracted to sell a part of the estate, which was of considerable value, but an objection was taken by the purchaser to the title of the trustees to exercise the power of sale, on the ground that the new appointments had been improperly made, as the original number of five trustees ought to have been continued. In order to avoid the expense of a hostile suit for specific performance, the parties determined to take the opinion of the court upon the point by means of an amicable suit between the cestuis que trusts and the trustees, and a bill was accordingly filed by the cestuis que (i-«s?s praying alternately in the first instance, that the appoint- ment of the new trustees might be declared valid, or if the court considered it invalid, that new trustees might be appointed. The cause was brought before Vice-Chancellor Wigram, who expressed a very decided opinion, that the ap- pointment was good, and that there was no foundation whatever for the objection, but his Honor refused to make a declaration to the effect, as it was against a practice of the court to make a bare declaration, unaccompanied by the grant of any relief. The plantiifs then amended their bill, by striking out the first alternative in the prayer, and the bill, as amended, prayed a declaration that the appointment [of new trustees was invalid, and that new trustees might be appointed by the court. Upon the cause coming on again, his Honor acted upon his previously expressed opinion, and dismissed the bill with costs, the decree directing the dismissal being prefaced by a declaration that' the appoint- ment of D., E., F., and G., as the new trustees was good. Corrie v. Byrom, Vice Chancellor Wigram, 26th April, 1845, M. S. As this decision was made in an amicable suit, and without being adversely argued, it cannot be regarded as an authorative decision on the point in question, and it is to be regretted, that the matter was not brought before the court in a more conclusive manner by means of a suit against the purchaser for a specific performance. However, as far as it goes it is an express decision, and by an existing judge, not only that the appointment of one trustee expressly in the place of three or more who have died is a good exercise of a power, but also, what is still stronger, that the appointment of fewer trustees than the original number is valid, where one of the existing trustees retires from the trust. It may be re- marked, that the observations of Vice-Chancellor Knight Bruce, in Meinertzhagen V. Davis, 1 Coll. Ch. R. 353, as to the propriety of adhering to the original number of trustees, are somewhat at variance with Vice-Chancellor Wigram's decision in Corrie v. Byrom ; moreover, the considerations attending the protec- tion and security of the trust property, which might be materially lessened and endangered by the diminution of the number of trustees, would suggest the propriety of receiving that decision, and the principle which it involves, with some degree of caution. [In a subsequent case, before the Vice-Chancellor of England, the doctrine of Corrie v. Byrom was followed. There a settlement by which three trustees were appointed contained a power for the cestui que trust, in case the trustees therein named, or either of them, should die or be discharged from the trust, to appoint any other person or persons to be trustee, or trustees in the place of such trustee or trustees sg dying or being desirous to be discharged. One trustee died and the other two were desirous to be discharged, when two new trustees only were substituted. Held, that their appointment was good, and ther etiring trustees, who refused to transfer the fund but paid it into court, were ordered to pay the costs. In Re Fagg's Trust, 19 L. J. Ch. 175.] UNBBR A POWER. 257 original number of trustees ought to be adhered to ; it is a rule of convenience, and generally settled, (x) The appointment of two or more trustees in the place of one must therefore be regarded in general as invalid, (y) And such an appointment unquestionably should never be made, unless it be explicitly and distinctly autho- rized by the terms of the power. But, if the expressions contained in the power necessarily imply, that the appointment of a greater number of trustees, must have been in contemplation, such an appointment will be supported. For instance, where only two trustees are originally appointed, and the power provides for the appointment of a new trustee or trustees (in the plural) on the death, &c., of the existing trustee or trustees, it has been held, that the terms of the power necessarily contemplate an increase in the number of trustees.(2) But this ground of con- struction fails, where the number of trustees originally created is more than two. (ay However, the court has not in every case adhered strictly to this rule, such as it is. And an increase in the original number of trus- tees has been sanctioned on general grounds without reference to the special terms of the power. In the late case of Sands v. Nugee,(6) by a settlement in the Scotch form certain estates were vested in two trustees, with power for the settlor to appoint any other persons to be trustees ; and it was directed that two trustees should be a quorum. Each of the trustees, who should accept the trusts, was empowered to nominate any other person to succeed to himself in the trust after his decease. One of the original trustees disclaimed, the other by will appointed three persons to succeed him in the trusts, and devised and bequeathed to them all the trust property. One of those persons only accepted the trust, and he contracted with the defendant for the sale of part of the real estate. The defendant ob- jected to the title on the *ground, that the appointment of three trustees was not authorized by the power in the set- •- J tlement: but Sir L. Shadwell, V. C, considered, that there was nothing in the objection, and overruled the exception, which had (a;) Per V. C. K. Bruce in Meinertz- (o) Ex parte Davis, 2 N. C. C. 468. hagen v. Davis, 8 Jur. 973; S. C. 1 (b) Sands d. Nugee, 8 Sim. 130; and Coll. Ch. R. 335. see In re Welch, where, on a reference (j/) Ex parte Davis, 2 N. C. C. 468 ; to the Master, four trustees were ap- see Devy v. Peace, Taml. 77. pointed by him in the place of the sur- (z) D'Almaine v. Anderson, Lewin, vivor of three original trustees ; 3 M. Trust, 465 ; Meinertzhagen v. Davis, & Cr. 293. ubi supra. ' But it is not contrary to the practice of the court, to appoint three trustees in the place of two nominated in a will containing no power to appoint new trustees. Birch v. Cropper, 2 De Gex & Sm. 255. 17 258 THE CKEATION OF TRUSTEES been taken by the defendant to the Master's report in favor of the title. The opinion of the learned judge who decided this case, appears to have been clear on the point. However it is to be observed, that the terms of the power, being to nominate one person, did not war- rant the appointment of three ; that appointment must therefore have been supported only on the ground of the intention. Now the direction in the settlement, that two trustees should form a quorum, implied, that it was considered by the settlor, that some discretion and management would be required in the administration of the trust. If the appointment of three trustees in the place of one were good, by the same reasoning the appointment of thirty or any other number would be equally good ; and thus it would be in the power of any one trustee, by filling the trust with a large number of nominees of his own, to swamp and render nugatory the control and protection afifbrded 'to the trust estate by the plurality of trustees. In addition to this the incumbrance and complexity, which may thus be occasioned to the title, is an obvious and not an insignificant objection to such an ex- ercise of the power. In the case of D'Almaine v. Anderson,((;) before the same learned judge, two trustees were appointed by the testator ; and the will contained the usual power in case of the death, &c., of the trustee, " for the surviving or continuing trustee or trustees for the time being to appoint one or more person or persons to be a trustee or triistees in the room of the trustee or trustees so dying," &c. One of the trustees died, and the survivor appointed two new trustees in his place. The Vice Chancellor expressed his opinion, that such a case was immediately contemplated hy the pro- viso.{a) The principle of this decision has been already considered. The same point afterwards came before Sir K. Bruce, V. C, sitting as chief judge of the Court of Review, and the case of Sands v. Nugee, and that of D'Almaine v. Anderson were cited. But his Honor declined to sanction the appointment of four trustees in the place of the original number of three, who had all died. In the case in question the power was contained in a settlement, and authorized the tenants for life or the survivor " from time to time, as often as there should be occasion, to appoint any other person or persons to be a trustee or trustees in the place of the trustee or trus- tees so dying, &c." The original number of trustees in this case was three; consequently the plural number in the alternative of the power did not necessarily refer to the appointment of several trus- tees in the place of one, as in D'Almaine v. Anderson, and his Honor distinguished that case from the one before him on that ground, and from that of Sands v. Nugee, on the ground, that the settlement there was in the Scotch form.(c?) (c) Lewin, Trust. 465. (rf) Ex parte Davis, 2 N. C. C. 468. UNDER A POWER. 259 In a still later case also, before V. 0. K. Bruce, the original num- ber *of trustees of a settlement was two; and the power of r^^-ioo-i appointing new trustees, was expressed alternatively in the L J plural number, as in D'Almaine v. Anderson. The appointment of three trustees in the place of the two original trustees was, therefore, supported for the reason already, stated ; viz., that those expressions in the power showed that such an appointment must have been con- templated by the settlement, (e) In order to preclude any question on this point, it might be advi- sable to insert a proviso, that the original number of trustees is to be maintained in every appointment. And if that be not the intention of the parties, an express direction authorizing the increase or dimi- nution of the original number of trustees should always be inserted in the power. A question can seldom arise as to the parties by whom the power is to be exercised. That must of course always depend on the terms of the power itself. In the case of settlements and wills where im- mediate beneficial interests are given to persons sui juris, the power is usually and properly given to those parties during their lives, or at all events its exercise is made subject to their consent. Where there are no competent parties who have a direct and certain beneficial in- terest in the trust property, it may sometimes be a question, whether the power shall be vested in the surviving or continuing, or in the retir- ing trustee or the representative of the deceased trustee. On this sub- ject Mr. Jarman has the following observations : "On behalf of the sur- viving or continuing trustee it may be reasonably urged, that he should have some share in the nomination of one, who is to be his coadjutor in the trust ; while on the other hand it does not seem quite right to enable him to fill the trust with his own nominees, as by so doing one of the ob- jects of having a plurality of persons in the trust, namely, that one should be a check upon the other, may be defeated ; since the continuing trustee, if he were dishonestly disposed, would select for his coadju- tor one, who would further his designs. Perhaps the best mode of meeting the difficulty is to give the power to both the retiring and continuing trustees, or such of them as shall think proper to exercise it ; but this is a less eligible plan, when the power relates to land, than when it affects personalty only ; because in deducing the title through the newly appointed trustees, it would be necessary to prove, that all the non-concurring trustees, who had the option of joining in the nomination, had declined to do so. These observations too are of less force, where no principal sum is placed at the disposal of the trus- tees ; and the consequence therefore of any malversation would be so (e)"Meinertzhagen v. Davis, 1 Coll. Ch. R. 353; [and the remarks in Stones v. Rowton, 17 Jur. 750. See 2 Strobh. Eq. 89.] 260 THE CREATION OF TRUSTEES inconsiderable, and so certain of detection, as to render any attempt of the kind extremely improbable. In such cases the principal object is to provide for every possible event which can create a vacancy.(r) According to the general rules that govern the laws affecting pow- ers, a power of appointing new trustees can be exercised only by those persons to whom it is expressly given.' Therefore, if the power be given to particular persons hy name, without adding any words of survivorship, the power will be gone upon the death of one of the par- ties named.(s) If, *however, it be given to three or more L -1 generally, as a class of persons : as to " my trustees," "my sons," &c., and not by their proper names, the authority will survive, while the plural number remain8:(i) and where " executors" are the donees of a power, it may be exercised by a single surviving executor, (m) In like manner the power cannot be exercised by the heirs, or per- sonal representatives, or assigns, of any trustee, unless the authority be thus limited by the terms of the original power.(a;) And in these cases the power will be confined strictly to those persons who answer (r) 6 Jarm. Bythew. Convey. 506, 7. (tt) 1 Sugd. Pow. 244, 6th edit. Is) Co. Litt. 113, a.; 1 Sugd. Pow. (x) 1 Sugd. Pow. 145, &c.; Bradford 141, 6th ed.; Easier v. Hudson, 9, 11, v. Belfield, 2 Sim. 264; see Eaton v. 16. Smith, 2 Beav. 236. [Post, 283,] (<) 1 Sugd. Pow. 144; Gartland v. Mayott, 2 Vern. 105. 'A setdement contained a proviso that in case either of the trustees should die or become unwilling to act, the acting trustees or trustee, or the executors or ad- ministrators of any surviving trustee, might nominate a fit person or persons in his or their places. On the death of one trustee, the survivor executed a deed by which, after reciting that he was desirous of retiring from the trust, and that he had appointed another person to be a trustee in his place, he conveyed the estate to a new trustee on the trusts. It was held that the surviving trustee had power to no- minate a new trustee to act in his place, and that the appointment by recital was good. Miller v. Pridden, 1 1 Eng. L. & Eq. 74. But in Stones v. Rowton, 17 Jurist, 750, a different conclusion was arrived at. There- the settlement appointed two trustees, and provided " that if the said trustees, or either of them, should die or become desirous of being discharged, or refuse or become incapable to act, the settlor during his life, and, after his decease, the surviving or continuing trustee or trustees, or the executors or administrators of the last acting trustee, might ap- point any other person or persons to be a trustee or trustees in the stead of the trustee or trustees so dying or desiring to be discharged, or refusing or becoming incapable to act; and upon every such appointment the trust premises should be so transferred, that the same might become vested in the new trustee or trustees jointly with the surviving or continuing trustee or trustees, or solely as the case might require." The settlor died without appointing new trustees, and the two original trustees (being desirous of being discharged from the trust) afterwards appointed by the same deed two other persons to be trustees in their places. The Master of the Rolls held' this not to be a valid appointment. The case of Mil- ler V. Pridden was distinguished. UNDER A POWER. 261 the precise description. Therefore, a power given to a trustee, his heirs, executors, or administrators, will not be well executed by a de- visee,{y) or an assigneeiz) of the trustees.^ However, it has been already stated that a power for a " surviving " trustee to appoint will b^ well executed by a continuing or " sole acting" trustee. (a) Upon the same principle it would seem to be clear, that where the power is given to be exercised by the surviving trustees, when they are reduced to a certain specified number, it cannot be exercised by any less number of survivors, and is therefore gone, unless it be exercised before the trustees are reduced to a fewer number than that required for its exercise. (6) However, on the other hand, it has been decided, that the power may be well exercised in such a case, lefore the trustees are reduced to the specified number. In one case, a deed of convey- ance of a chapel to twenty-five trustees contained a clause directing that when by death or otherwise the number should be reduced to fifteen, then the remaining fifteen trustees or the majority should proceed to make up the complement to twenty-five. When the number was reduced to seventeen, twelve of that number (the other five dissenting) elected eight new trustees, and this appoint- ment was held to be within the scope of the power. Lord Chief Baron Eyre observed, — that the period of the trustees being reduced to fifteen was that at which they were compellable to fill up their numbers, not but what they might do it sooner.{c) A married woman may exercise the power of appointing new trus- tees, as well as any other power, in the manner and to the extent, prescribed by the instrument, by which the authority is created. (cZ) (y) Cole V. Wade, 16 Ves. jun. 27 ; 1 (b) Jarm. Bylh. Conv. 512, 3d ed.; Sugd. Pow. 148; and see Cafe v. Bent, sad vide Att.-Gen. v. Floyer, 2 Vern. 3 Hare, 245. [Ockleslon v. Heap, 1 748 ; Att.-Gen. v. Bishop of Litchfield, De Gex & Sm. 640. See post, 283.] 5 Ves. 825; and this subject consi- (z) Bradford v. Belfield, 2 Sim. 264. dered, post,, in ihia chapter. (o) Sharp v. Sharpe, 2 B. & A. 405; (c) Doe d. Dupleix v. Roe, 1 Anstr. Eaton V. Smith, 2 Beav. 236. [See 86. ante, 184, note.] (d) 1 Sugd. Pow. 184. [Ante, 49, n. 2.] ' A power contained in a settlement of real estate, enabled one of the parties, his executors, administrators, and assigns, on a vacancy, to appoint a new trustee. The party so empowered died, having by his will named three executors, one of whom renounced probate ; and a vacancy in the trust occur- ring, it was held that the two acting executors had power to appoint the new trus- tee. Earl Glanville v. McNeile, 7 Hare, 156; 13 Jur. 252; 18 L. J. Ch. 164. Where A. B. the survivor of a number of trustees, appointed C. D. his executor, and bequeathed to him all property vested in him, A. B. as trustee ; it was held that C. D. was not thereby created trustee, no intention to that effect being mani- fested in the creation of the trust. Mortimer v. Ireland, 11 Jur. 721. 262 THE CREATION OF TRUSTEES An infant, however, cannot exercise such a power, except indeed it be a simply collateral power, which is rarely, if ever, the case.(e) The discretion of a trustee of a power to nominate new trustees will not be restrained by equity, where he is acting bona fide.{fY But where a suit is once instituted, and the court has assumed the control or administration of the trust estate, the trustee will not in general be permitted *to exercise his power by appointing L -la new trustee, without the sanction of the court ; more espe- cially where a considerable remuneration is attached to the office of trustee. (^) There is no doubt, said Lord Eldon, in Webb v. Lord Shaftesbury, (A) of the control of the court over the discretion of the trustee upon a bill filed. " It does not prevent the exercise of his discretion, but takes care that it shall be duly exercised. In the ordinary case, trustees, parties to the suit, will not be allowed to change the trus- tees without the authority of the court." And in that case his Lordship held, that if the defendant wanted to appoint a new trustee, he must go before the Master, and propose a person, and therefore he ought to be restrained from appointing without an application to the court, (i) In the recent case of Attorney-General v. Clack, (A) a charity was to be administered by eight trustees, and when the number of trus- tees was reduced to four, those four were to appoint eight others. The number of trustees was reduced to four, and an information was then filed to have four new trustees appointed, and to restrain the four surviving trustees from appointing in the mean time. However, pending that information, the' surviving trustees, without the sanction of the court, appointed four new trustees. The case came before Lord Langdale, M. R., who held that the appointment was neither a (c) Hearle v. Greenbank, 1 Ves. 298 ; 1 J. & W. 251 ; vide post, Discretionary 1 Sugd. Pow. 213, 20. Powers, p. 485. (/) 2Sugd.Pow.531,6tlied. [Hodg- (fe) Webb ■«. Lord Shaftesbury, 7 Ves. son's Settlement, 4 Eng. L. & Eq. 182; 487, 8. 15 Jur. 552.] (i) Ibid. [But the master is not (g) Millard v. Eyre, 2 Ves. jun. 94; bound to approve the persons so pro- Webb V. Lord Shaftesbury, 7 Ves. 480 ; posed, though he is to have regard to Att.-Gen. v. Clack, 1 Beav. 467 ; 2 Sugd. the power. Middleton v. Reay, 7 Hare, Pow. 531, 2; and see v. Robarts, 106; 13 Jur. 116; 18 L.J. Ch. 133.] (Jc) Att-Gen. v. Clack, 1 Beav. 467. 'It is the duty, however, of trustees to make the appointment with regard to the interest of the cestuy que trusts, and generally on communication with them, O'Reilly v. Alderson, 8 Hare, 101 ; Marshall v. Sladden, 7 Hare, 428, 14 Jur. 106; and they will not be permitted to appoint merely to continue the trust property under the management of a particular solicitor, though the new trustees be otherwise unobjectionable. ' Marshall v. Sladden. UNDBK A POWER. 263 contempt, nor an act altogether void, but that it imposed upon the trustees the necessity of proving, by the strictest evidence, and at their own expense, that what had been done was perfectly right and proper ; and as this did not clearly appear to be the case, his Lord- ship decreed the appointment to be set aside, and that the trustees should pay personally all the extra costs occasioned by their act. However, in a recent case, before V. C. Wigram, the court refused to annul the appointment of new trustees made by the old ones after the filing of the bill .(A) "With regard to the manner in which powers to. appoint new trus- tees must be exercised ; it need only be observed, that in the execu- tion of this as well as of every other power, all the formalities prescribed by the instrument creating the power, must be duly observed, both with respect to the nature of the instrument, and also in its execu- tion and attestation ;(Z) except, indeed, so far as the law on this, sub- ject has been altered by the 10th section of the recent Will Act, 1 Vict. c. 26, which provides, that no appointment in exercise of a power to be made by will shall be valid, unless executed as required by the act ; viz. — signed by the party in the presence and attested by two or more witnesses, — and that every will so executed shall be a valid execution of any power, so far as respects its execution and attestation.^ Where the consent of one, or of several persons, who are named, is ^required to the execution of the power, that, like every ^ other condition, must be strictly complied with. And if the ^ -^ person, whose consent is necessary, die without having given that consent, and that event be not provided for, the power is gone.(m) The instrument of appointment will not of itself vest the legal estate in the trust property in the newly appointed trustee; for that purpose it must be accompanied by a conveyance or assignment of the property to the new trustee, or to him jointly with the surviving (i) Cafe V. Bent, 3 Hare, 249 ; and will be bad, and vke versa. Ibid. Scott see this subject considered, post, Effect v. Davis, 4 M. & Cr. 87. of Suits. (m) 1 Sugd.Pow.334; Hallu. Dewes, Q) See 1 Sugd. Pow. 265, &c. 6th ed. Jac. 192 ; but see Morris v. Preston, 7 Therefore, where it is required to be Ves. 547, and supra, executed by wUl, an execution by deed ' Where the trust property is personal estate, and it is not specially required, the new appointment need not be in writing. Foster v. Goree, 4 Alab. 440. Where the power to appoint is given to several, they must all join in the same deed; a subsequent deed of confirmation by one not party to the first is not suffi- cient. Crosby v. Huston, ] Texas, 203, An appointment by recital in the deed of conveyance from the old to the new trustee, is sufficient, Miller v. Pridden, 11 Eng. L. & Eq. 74, stated ante, p. 183, ilote. 264 THE CREATION OP TRUSTEES or continuing trustees, if any.(w) Where/ the legal estate in fee simple is vested in the surviving or continuing trustee, the convey- ance may be by a simple deed limiting it to the use of himself and the new trustees jointly.(l) When the estate of the trustees is to preserve contingent remain- ders in a settlement, it has been usually considered essential, that the new trustees should have a seisin, to serve the uses, in the same man- ner as the old trustees had. To raise this new seisin, two deeds are necessary ; by the first, the uses of the settlement are revoked, and ,the estate appointed to a stranger in fee, and the old trustees join in conveying the estate to him : the stranger then reconveys (which he may do by endorsement), to the uses of the settlement, in the same manner as if the new trustee's name had been inserted therein.(o) Sir E. Sugden, in his work on Powers, discountenances this cir- cuitous proceeding, as creating unnecessary expense and trouble; and he adds, that if it ever should become necessary to decide the point, there is little doubt but that it will be determined ; — 1st, That the power only meant, that the estates actually vested in the trustees (to preserve contingent remainders) shall be transferred to the old and new trustees, which may be done by one deed operating under the Statute of Uses ; 2d, That they may then exercise the powers created by the settlement ; and consequently, 3d, That there is no seisin to transfer, and therefore the revocation and appointment is nugatory and of no effect, (p) Where, however, the trust property consists of leaseholds or terms for years, upon which the Statute of Uses has been decided not to operate, the legal estate cannot be vested jointly in the continuing and newly appointed trustees by one deed, as may be done where the estate is of freehold tenure ; and the usual and most convenient method of effecting this object is by two deeds. By the first, the existing trustees assign the property to a stranger, who by the second deed, endorsed on the other, reassigns to the old and new trustees jointly upon the original trusts. (g) Where the trust property consists of money or stock, this circuitous proceeding is wholly unnecessary, as the object may be equally (n) FoUey v. Wontner, 2 Jao. & W. (p) 2 Sugd. Pow. 528, 6th ed. 248; see Owen v. Owen, 1 Alk. 496. (5) 6 Jarm. Byth. Conv. 524. (0) 2 Sugd. Pow. 527, 8, 6th ed. (1) A testator gave estates to four trustees, with powers and directions to appoint a new trustee within two months after a vacancy. A deed of appoint- ment of a person as a new trustee was executed, but the estate was not conveyed to him : — Held, that the person was not appointed a trustee, but that the old trus- tees could alone execute a power of sale. Warburton v. Sandys, 9 Jur. 441, 503 ; 14 Sim. 622. A power to appoint by any deed or writing is well executed by a duplicate instrument. (Jhid.) UNDER A POWER. 265 secured by one deed, containing a covenant on the part of the old trustees to *transfer into the joint names of themselves and the new trustees, upon the trusts of the original settlement. (r) '- J Or what is better, the transfer may be made first ; and a deed, de- claring the trusts of the transfer, executed by the old and new trustees. If a single trustee only be required for the management of the trust estate, upon the appointment of a new trustee, a simple con- veyance or assignment from the old to the new trustee is all that is requisite to vest the legal estate in the latter, whether the property be freehold or leasehold. It is not in general imperative upon the donees of a power of ap- pointing new trustees to exercise it, upon the occurrence of every vacancy, but the old trustees may continue to act notwithstanding the diminution of their number by death : and even where all the original trustees have died without exercising the power, the heir of the survivor will not be restrained from acting.(s) Where it had been enacted by an act of parliament, enabling five trustees to dispose of certain houses by lottery, that if any of the trustees should die before the drawing of the lotteries, and the con- veyance of the prizes, the survivors or survivor should and were thereby required to appoint a new trustee or trustees, it was ob- jected to the validity of a conveyance by the four surviving trustees after the death of the fifth, that it was imperative on the survivors to fill up the vacancy in the trust, before they could execute a convey- ance. But the court was of opinion that the clause was directory only, and that the conveyance clearly operated to pass the legal estate, and the objection was therefore overruled.(i) So in Attor- ney-General V. Floyer,(M) the devise was to six trustees and their heirs, and the testator directed that when the numher was reduced to three they should choose others. All the trustees died but one ; and the sole survivor appointed other trustees and conveyed the pro- perty to them. And it was held, to be only directory on the trus- tees to fill up the number, and that the appointment by the survivor was valid. And the case of Attorney-General v. Litchfield, (a;) is to the same efi'ect.(l) (r) 6 Jarm. Byth. Conv. 527, n., 3d (t) Doe d. Read v. Godwin, 1 Dowl. ed. & Ry. 259 ; and see Attorney-General (s) Attorney-General v. Bishop of v. Cuming, 2 N. C. C. 139. Litchfield, 5 Ves. 825; and see Attor- (u) 2 Vern. 748. ney-General v. Floyer, 2 Vern. 749. {x) 5 Ves. 825. [See Foster v. Goree, 4 Alab. 440.] (1) Power to appoint new trustees reserved in a will "to the survivor of A., B., and C, the trustees named in the will, and such new trustee or trustees to be nominated in his or their stead" as thereinafter- mentioned; — Held, properly ex- 266 THE CREATION OE TRUSTEES However the terms of the power may unquestionably make it im- perative on the trustees to appoint others either on every vacancy, or when they are reduced to a certain number.(2/) These questions have usually arisen on charitable trusts. r*i8sn *There is no doubt, that where the donees of the power '- -I neglect to exercise it on the occurrence of any vacancy, equity under a proper application will interpose and itself make the appointment.(2) Although this will only be done, where the number of trustees is so reduced, as to render a new appointment actually necessary,(a) as where the number is lessened to one-third. (6) A trustee, who has been duly appointed under a power, and in whom the legal estate in the trust property has been vested by a proper conveyance or assignment, stands precisely in the same situa- tion, and is invested with the same powers and privileges with re- ference to the trust estate, as if he had been originally appointed a trustee ;(c) with the exception indeed of discretionary powers per- sonally given to the original trustees, (ci) It is almost unnecessary to observe, that a conveyance or assign- ment of trust property to a new trustee, duly executed by the trus- tees or other persons, in whom the legal estate is vested, will ope- rate to transfer the legal interest to the party taking under such an instrument, although it may not be authorized by any power, (e) But, as we have already seen, such a transaction will not have the effect of discharging the original trustees from the responsibilities or duties of the trust ; indeed so far from it, it will of itself amount to a breach of trust. (/) (3/) Doe V. Roe, 1 Anst. 86; Foley v. (c) Vide supra. Wontner, 2 J. & W. 245. (d) Cole v. Wade, 16 Ves. 27; 1 (s) See next chapter, Att.-Gen. v. Sugd. Pow. 148; post, Pt. III. Div. I. Bishop of Litchfield, 5 Ves. 83 1. [See Chap. II. s. 3, Hodgson's Settlement, 4 Eng. L. & £q. (e) Doe v. Godwin, 1 D. & R. 259 ; 182.] White v. Parker, 1 Scott, 542; 6 Jam. (a) Re Marlborough School, 13 Law. Byth. Conv. 508, n. Jour. N. S. Chanc. 2 [7 Jur. 1047] ; Re (/) Vide supra. Faversham Charities, stated supra. (6) Re Warwick Charities, MS., 22 Nov. 1844, L. C. ercised by C; B. having died, and A. having renounced the trusts of the will. (Cafe V. Bent, 9 Jur. 653 ; 5 Hare, 34.) " The only question is, whether the fact that the trustees are named in the introductory clause of the power makes any difference, — whether, by naming them, the testator must be presumed to have meant something different with regard to those named to what he meant with regard to trustees to be appointed afterwards. I think that the cases which have been referred to justify me in holding that the trustees are so named not for the purpose of founding any distinction between them and after appointed trustees, but only because they happened to be the trustees for the time." (The Vice Ch. (Wigram) Ibid.) UNDER A POWER. 267 However where the whole beneficial interest in the trust estate ia absolutely vested in an individual, or in several individuals who are competent to dispose of it, the parties beneficially entitled are of course able to appoint a new trustee without any express power for that purpose ; and the old trustee in such a case upon the requisi- tion of the cestui que trust is bound to transfer the legal estate to the newly appointed trustee. ( Now by the Trustee Act of 1850 (13 & 14 Vict. c. 60, sect. 32), whenever it shall be expedient to appoint a new trustee or trustees, and it shall be found inexpedient, difficult (and under the head of " difficulty" is comprehended the case of a lunatic trustee, though there be a power of appointing in the instru- ment; Matter of Davies, 7 Eng. L. & Eq. 8; 3 Mac. & G. 278), or impracticable so to do without the assistance of a Court of Chancery; the Court of Chancery may make an order appointing a new trustee or trustees, either in substitution for or in addition to (thus the Court may appoint two new trustees in place of one, Ex parte Turnstall, 15 Jur. 645; 5 Eng. L. & Eq. 116) any existing (which includes disclaiming, Tyler's Trust, 8 Eng. L. & Eq. 96) trustee or trustees, who (sect. 33) shall have the same right and powers as though appointed by regular suit. The Court (sect. 35) at the same or at a subsequent time may make an order, vesting the new trustee with the land, &c., as though conveyance, &c., had been duly executed (see In re Davidson, 7 Eng. L. & Eq. 161), and they are (sect. 35) to give power to sue at law in cases of choses in action, &c. Such discharge (sect. 36) is not, however, to affect the old trustees further than would an appointment exercised under a power in the original instrument. The ap- plication (sect. 37) for such order may be made by any person beneficially in- terested, though under disabilities, or by the old trustee. In order to the applica- tion, the parties may (sect. 38) go before a master first and establish the fact (see Re Farmer, 12 Eng. L. & Eq. 330); or (sect. 39) immediately to the Chancellor or Court. See Robinson's Trust, 2 Eng. L. & Eq. 14; 15 Jur. 487. Sect. 40. Costs to come out of estate in general. (See In re Fulham, 15 Jur. 69.) BY THE COURT OF CHANCERY. 279 new trustees at the expense of the cliarity.(n) But where the num- ber of the original trustees is lessened by one-third, the court on petition will proceed to the appointment of others.(o) II.— HOW THE COURT ACTS IN APPOINTINQ NEW TRUSTEES. 1st. — The appointment may be made by a suit. As a general rule, the jurisdiction of the court to appoint new trustees can only be called into exercise by means of a bill filed by and against all proper parties, and praying for the desired relief.' In some instances, however, as we have already seen, the court has been expressly empowered by the legislature to administer this relief in a more summary way upon petition. It is to be observed, that the summary proceedings authorized by these acts, are not in any case rendered imperative on the court, and the original jurisdiction of proceeding by bill or information still exists, and may be exercised even in cases coming directly within any of those statutes.(^) Thus in a recent case, that occurred since the passing of the statute 6 Geo. IV. c. 16, a trustee, who had become bankrupt, was removed on that ground, and another appointed in his place^ in a regular suit instituted for that purpose, although the same object might have been accomplished by means of a petition under the act.(g') And in another late case an information was filed for the appointment of new trustees of a charity in the place of some who were dead, (r) And where a bill has been filed and the answer put in, the court will not entertain a petition presented afterwards for the same object, but the cause must proceed regularly to a hearing. However, if the objection were taken by any of the parties in a private trust, or even without any such objection being taken in the case of a charity (whose interests the court is bound of itself to protect), the additional expense incurred by the proceeding by suit would probably be visited on the parties by whose conduct it was unnecessarily occasioned. We shall presently have occasion to con- (n) Re Marlborough School, 13' Law (;?) See ex parte Rees, 3 V. & B. 11; Journ. N. S., Chanc. 2 ; Re Faversham Miller v. Knight, 1 Keen, 129. Charities, L. C. 15th Nov. 1844, MS. (5) Bainbrigge v. Blair, 1 Beav. 495. (0) Re Warwick Charities, cor. Ld. (r) Attorney-General v. Clack, 1 Lyndhnrst, Ch., 22d Nov. 1844, MS. Beav. 467. ' See Ex parte Knust, 1 Bailey's Eq. 4S9; Ex parte Hussey, 2 Whart. 330; Matter ofVan Wyck, 1 Barb. Ch. 565. A trustee will not be divested of his trusts, and a receiver appointed, before answer, unless there be danger of irreparable loss. Ogden v. Kip, 6 John. Ch. 160. 280 THE SUBSTITUTION OP TRUSTEES sider the cases in which a suit will be necessary notwithstanding those statutes. («) A bill for the appointment of new trustees may be filed, either by the parties beneficially interested in the trust estate against the ex- r^^qc-iisting *trustees, and this is the more usual course ;(m) or, if circumstances require it, by the existing or continuing trustees, against their cestui que trusts ;{x) or again, one or more of several trustees may join as co-plaintifi's with the cestui que trusts in a suit for the removal of one of the trustees and the appointment of another in his place. («/) Where the trust is for charity, and it is not considered possible or advisable to proceed by petition under either Sir Samuel Komilly's,(2) or Sir Edward Sugden's(a) Acts, the proceeding will be by informa- tion filed by the Attorney-General on behalf of the charity ;(6) and relators, though usual in such a case, are not indispensable. (c) In all cases, the circumstances which render the new appointment necessary or proper, must be stated ; and the removal of the old trustee (where that forms part of the object of the suit), as well as the new appointment, and the directions for the execution of the ne- cessary conveyance, should be prayed by the bill. However, the court has sometimes directed a reference to the Master to approve of a new trustee, although that does not appear to have been expressly included in the prayer for relief.(d) All the persons beneficially interested must be made parties to a suit for the appointment of a new trustee, (e)' («) See Finlay v. Howard, 2 Dr. .& (b) Att.-Gen. ?;. Mayor of London, 3 W. 490. Bro. C. C. 171 ; Att.-Gen. v. Stephens, («) Bennet v. Honywood, Ambl. 708, 3 M. & K. 347 ; Att.-Gen. v. Clack, 1 14; Millard v. Eyre, 2 Ves. jun. 94; Beav. 467. Buchanan v. Hamilton, 5 Ves. 722 ; (c) Re Bedford Charity, 2 Sw. 520 ; Earl of Portsmouth v. Fellows, 5 Mad. 1 Dan. Ch. Pr. 13. 450; Howard v. Rhodes, 1 Keen, 581; (d) Attorney-General v. Stephens, 3 Bainbrigge v. Blair, 1 Beav. 495. M. & K. 349, 52 ; see Wilson v. Wil- (x) Coventry v. Coventry, 1 Keen, son, 2 Keen, 251. 758; Greenford v. Wakeford, 1 Beav. (e) Wardle v. Hargreaves, 11 Law 576. Journ. N. S., Chanc. 126. [See In re {y) Lake u. De Lambert, 4 Ves. 592. Smith, 2 De G. & S. 781; Ex parte (z) 52 Geo. IIL c. 101. Tunno, 1 Bail. Eq. 395.] (a) 1 Will. IV. c. 60. ' A cestui que trust who has a vested though future interest, may file a bill for removal of a trustee. Cooper v. Day, 1 Rich. Eq. 24. But where a married woman, cestui que trust, drew an order on the trustee of her separate estate in favor of her children, it was held that this did not create a lien on the fund so as to entitle the children to be heard in the appointment of a new trustee. Hawley v, Ross, 7 Paige, 103. A new trustee may be appointed though some of the cestuis are infants, and others out of the jurisdiction. Hunter v. Gibson, 16 Sim. 158. A trustee who had retired and allowed a new trustee to be appointed, without communication to his cestui que trust, is not a necessary parly to a bill BY THE COURT OF CHANCERY. 281 Where the object of a suit is to have a trustee removed for mis- conduct, no statement will be scandalous or impertinent, which goes to impute to the defendant misconduct or corrupt or improper motives, such as vindictiveness, or personal hostility, in the execution of the trust ; although it is impertinent, and possibly scandalous, to state circumstances of general malice or personal hostility.(/) Where the court has already assumed the administration of a trust estate through a suit, though instituted with a dififerent object, a dis- tinct bill need not be filed for the appointment of new trustees, but the court will entertain an application for that purj)ose made in the form of a motion in the cause ; and upon the hearing of such a motion it will in a proper case make an order, referring it to the Master to approve of a proper person to act as trustee.(^) The court will not by its decree in a suit in the first instance ap- point any person who may be proposed as the new trustee ; but it will be referred to the Master to approve of a proper person to be trustee ;(A)(1) *or if the appointment of any particular person r*-i gg-i may have been asked, the reference will be to inquire whe- ther the party proposed be a proper person to be trustee :(i) and on application, leave will be given to any particular persons to propose themselves before the Master, if no objection exist to their appoint- ment.(A;) However, where all parties, being competent, consent to the ap- pointment of a particular person to be the new trustee, the court will at once direct the transfer of the trust estate to him without any reference. (Z)^ (/) Per Sir J. Leach, V. C, in Earl Seton's Decrees, 249, 50. [Matter of of Portsmouth v. Fellows, 5 Mad. 450. Stuyvesant 3 Edw. Ch. 299 ; but see (g-) V. Osborne, 6 Ves. 455; now under Trustee Act of 1850, Ro- Webb V. E. of Shaftesbury, 7 Ves. 487; binson's Trust, 2 Eng. L. & Eq. 111.] V. Roberts, IJ. & W. 251. (i) O'Keeffe v. Calthorpe, 1 Atk. 18 ; Qi) Luther v. Chamberlen, Seton's v. Roberts, 1 J. & W. 251. Dec. 249; Buchanan v. Hamilton, 5 (Jc) Attorney-General v. Clack, 1 Ves. 722; Millard v. Eyre, 2 Ves. jun. Beav. 474. 94; Att.-Gen. v. Stephens, 3 M. & K. (/) O'Keeffe v. Calthorpe, 1 Atk. 18. 352; Howard 1). Rhodes, 1 Keen, 581; (1) Sometimes the reference will be to the Master at once to appoint the new trustees, Att.-Gen. r>. Anan, 1 J. & W. 229 ; Millard v. Eyre, 2 Ves. jun. 94 ; Seton's Decrees, 250. complaining of such new appointment, and seeking to displace the new trustee, all relief against the old being waived. " Marshall v. Sladden, 7 Hare, 428 ; 14 Jur. 106. So a trustee who has transferred the trust property to a trustee ap- pointed by order of the court, will be bound by the substitution, although not a party to the suit in which jt was made. Thomas v. Higham, 1 Bailey's Eq. 222. ' In Young v. Young, 4 Cranch, C. C. R. 499, the trustee of a family settlement was changed by consent on bill filed, though infants were interested ; but see Cruger v. Halliday, 11 Paige, 314; Jones v. Stockett, 2 Bland, 409. 282 THE SUBSTITUTION OF TRUSTEES ^ The report of the Master, upon a reference in a suit to approve of a new trustee, may be excepted to on the ground of the unfitness of the person appointed : but there must be a direct complaint of his actual unfitness ; and where the exception is taken on the ground, that another person would have been more fit for the oflSce, than the person approved of by the Master, the court will not enter into the question of the comparative fitness of the parties.(TO) The appointment of the new trustee by the court would not be complete without a conveyance or transfer of the trust property to him. The decree therefore usually goes on to direct a proper con- veyance of the legal estate (to be settled if necessary by the Master) either to the new trustee alone, or to him jointly with the surviving or continuing trustees, if any ; and that the conveyance shall be executed by all requisite parties, whether the surviving trustees, or the representative of the last survivor, or a trustee who by the same decree is removed from his office. (w) As a general rule the costs of a suit for the appointment of a new trustee to supply a vacancy in the trust, as well as the expenses con- sequential on such a suit, will be borne by the general corpus of the trust estate. And the same rule will also prevail where the bill is filed by a trustee to be discharged from the trust, if he has suffi- cient reason for making the application, and does not act from obsti- nacy or caprice.(o) And where the costs of the trustee are directed to be paid out of a fund under the control of the court, they will be directed to be taxed as between solicitor and client. If there be no such fund, the taxation will be only as between party and party.(p) However, if a trustee have once accepted the trust, he must assign a sufficient reason for seeking to be discharged :' and if no such reason be given, he will not be allowed his costs of a suit, instituted by the cestui que trusts for the appointment of a new trustee to act in his place ; but in making a decree in such a suit the court will give no directions as to the payment of costs, thereby leaving each party to pay his own.(g') It has been laid down that in England a trustee will never be removed on a bill filed hy him against the cestui que trusts, and although that will be done in Ireland, it will be only on the terms of the trustee paying the costs of the suit.(»') (m) Att.-Gea. v. Dayton, 2 S. &S. 528. (p) 3 Dan. Ch. Pr. 77. (>i) O'Keeffe v. Calthorpe, 1 Atk. 18; (5) Howard v. Rhodes, 1 Keen, 581. Seton's Deer. 249, 50. [Courtenay v. Courtenay, 3 J . & Lat. (0) Coventry^). Coventry, 1 Keen, 758 ; 529 ; Matter of Jones, 4 Sandf. 416.] see Taylor v. Glanville, 3 Mad. 176; (r) Hamilton v. Fry, 2 Moll. 458. CurteisD. Chandler, 6 Mad. 123 ; Green- ford V. Wakeford, 1 Beav. 581. ' See Cruger v. Halliday, 11 Paige, 314; Re Molony, 2 J. & Lat. 391. BY THE COUET OF CHANCERY. 283 However the practice affecting this question, as established by the courts in England at the present day, does not fully bear out the *dietum, thrown out by the judge, who decided the case of r#-i g>7-] Hamilton v. Fry.(r) In the recent case of Greenford v. Wakeford,(s) the law on this subject was thus laid down by Lord Langdale, M. R., " If a trustee undertakes the performance of a trust, he is not entitled, as against the estate he has undertaken to protect, to exercise a mere caprice, and without any assignable reason say, that he will no longer con- tinue trustee. But on the other hand, if a trustee finds the trust estate involved in intricate and complicated questions, which were not and could not have been in contemplation at the time, when the trust was undertaken, he ha^ in consequence of that change of circum- stances, a right to come to the court to be relieved ; and the court , will judge, whether the circumstances were such as to make it fair for him to decline acting longer upon his own responsibility."(s) There can be no question, but that the heir or personal representa- tive of an original trustee, upon whom the law casts the legal estate of the trust property, may apply to the court to be relieved from the trust by having other trustees appointed, if they have never accepted or acted in the trust.(^) In a late case the conduct of the cestui que trusts for life, in creating frequent incumbrances and embarrassing the trust estate, and thereby fixing the trustees with responsibilities, which they, had not originally contemplated, was held a suflicient reason, for the trustees themselves to institute a suit against the cestui que trusts, for the purpose of being discharged from the trust ; although under the circumstances of that case the costs of the suit were ordered to be paid out of the interest of the tenant for life.(M) And so where the trust estate had been involved in complication and difficulty, through an improper investment, which had been made by a trustee for the benefit and accommodation of one of the cestui que trusts for life ; it was held by the same learned judge, that the trustee was not precluded from coming to the court to be relieved from the trust, although the difficulties were occasioned by his own act; and that he was entitled to his costs either against the trust fund, or the tenant for life.(a;) In that case the trustees, by whom the bill was filed, were the executors of the original trustee, by whom the breach of trust had been committed; and that was a material circumstance in their (r) Hamiltoa v. Fry, 2 Moll. 458. (u) Coventry v. Coventry, 1 Keen, (s) Greenford v. Wakeford, 1 Beav. 758. 581,2. (a;) Greenford u. Wakeford, 1 Beav. («) Greenford v. Wakeford, ubi supra. 576, 582. 284 THE SUBSTITUTION OP TRUSTEES favor ; but from his Lordship's observations it may be concluded, that the decree would have been the same, had the bill been filed by the original trustee himself.(«/) It is almost unnecessary to state, that if the trustees be guilty of any improper conduct, they will be fixed personally with the costs occasioned by their misbehavior, (s) 2d. The appointment may be made on petition : ^ There has been already occasion to observe, that by particular enactments of the legislature the court has been empowered in cer- tain cases to dispense with the institution of a formal suit, and to exercise its jurisdiction of appointing new trustees in a more sum- mary way upon petition.^ *Thus in the case of trusts for charitable purposes the sta- t -"^^^J tute 52 Geo. III. c. 101 (usually called Sir Samuel Romilly's Act), provides, That in every case of a breach of trust, or supposed breach of trust, or whenever the direction or order of a court of equity shall be deemed necessary for the administration of any trust for charitable purposes, it shall be lawful for any two or more per- sons to present a petition to the court, praying such relief as the nature of the case may require, and the court is empowered, and required, to hear and determine such petition in a summary way, upon such aflSdavits or other evidence as may be produced, and to make such order thereon and in respect of the costs, as it shall think just. It will be remarked, that this act does not in terms authorize the appointment of new trustees by the court on petition : however there never has been any question, but that this power comes within the general scope and intention of the act ; and where a clear breach of trust has been committed by the existing trustees of a charity, the court on a petition presented under the act will not only remove the old trustees, but also compel them to convey to new trustees at their own expense. (a) And even where no breach of trust is established, or suggested, against the existing trustees ; yet, if their continuance in the office be likely to occasion considerable inconvenience to the charity (although from no personal default of theirs), the court will appoint (y) 1 Beav. 582. (o) Ex parte Greenhouse, 1 Mad. 92, (z) Att-Gen. v. Clack, 1 Beav. 474; 109; Ex parte Seggears, 1 V. & B. see Ex parte Greenhouse, 1 Mad. 92, 497. 109; and see ihis subject further con- sidered, post. Costs. 'In South Carolina, though the appointment is generally on bill filed, yet where by the death of a former trustee the estate has devolved on his executor, he may be removed on petition. Ex parte Knust, 1 Bail. Eq. 489 ; see note, ante, 1 90. ''See the Act of 1850, stated ante, 193. BY THE COURT OF CHANCERY. 285 other trustees in their room on a petition, under the act presented solely with that object.(6)(l) It has been decided by Lord Eldon, that although the act autho- rizes " any two or more persons" to present a petition, yet that must be understood to mean persons having an interest ; and there- fore that no person can petition under the act, who has not a direct interest in the charity.(c) And the petitioners must show, that their interest is such as is alleged in the petition. ((^) The petition moreover must be signed by the Attorney-General, or by the Solicitor-General, if there be no Attorney-General at the time ; and the court will require such signature to be affixed with as much deliberation as to be a regular information.(e) An order made upon a petition, which had not been signed by the Attorney or Solicitor-General will be a mere nullity,(/) and the petition may be taken off the file.(^) We have already had occasion to remark that the act does not make it imperative on the parties to proceed by petition. (A) If how- ever an information be filed, and a petition under the act presented, having all or some of the same objects in view, the court will not proceed on both, but will refer it to the Attorney-General to con- sider which should proceed.(i) *The act does not authorize the court to decide on peti- [-^-.qq-, tion any adverse iclaims affecting the charity, whether such ^ J claims arise between the trustees themselves, or the parties claiming a benefit.(A) And where a petition presented under the act, em- braces in its prayer relief, which partly can and partly cannot be granted in that form of proceeding, the court will have great diffi- culty in separating the proper from the improper objects of the peti- tion. (Z) It has been held also, that constructive trusts are not within the operation of this act.{q) The substance and object of the provision, contained in the 23d (6) Ex parte Blackburne, IJ. & W. (g) Re Dovenby Hospital, 1 M. & 297. Cr. 279. (c) Re Bedford Charity. 2 Swanst. (fe) Ex parte Rees, 3 V. & B. 11 ; and 518. see ante, p. 194. (d) Corporation of Ludlow v. Green- (i) Attorney-General v. Green, 1 J. & house, 1 Bl. N. S. 17, 91. W. 303. (e) Ex parte Skinner, re Lawford Cha- (k) Corporation of Ludlow v. Green- rity, 2 Mer. 453, 6. house, 1 Bligh. N. S. 17 ; re West Ret- (/) Attorney-General v. Green, 1 J. ford, 10 Sim. 101, 8. & W. 303. (l) Ex parte Skinner, 2 Mer. 457. (9) Ex parte Brown, Coop. 295. (1) But see Ex parte Skinner in re Lawford Charity, 2 Mer. 456, where Lord Eldon is reported to have said, that the result of a conversation he had had with the then Master of the Rolls and the Vice-Chancellor on the scope of this act was, that they all considered the act as meant to extend only to cases of plain breach of trust. 286 THE SUBSTITUTION OP TRUSTEES section of Sir E. Sugden's Act (1 Will. IV. c. 60), has been already stated, and it has been seen, that the provision has been embodied in the subsequent statute (2 & 3 Will. IV. c. 57, s. 3).(r) The ob- ject of those enactments being, to facilitate the relief, in case of the death of all the trustees of a charity. By those acts, where all the trustees of real estate, held in trust for a charity are dead, the court is empowered on the petition of the Attorney-General, or of the persons or body administering the charity, or of any person on behalf thereof, to direct advertisements to be made for the representatives of the last surviving trustee to appear, or give notice of his title within twenty-eight days, and in default of such appearance or notice, or if such title shall not be proved within thirty-one days afterwards, then to appoint any new trustees, and to direct the conveyance to them of the charity estate by any person to be appointed for that purpose, without the necessity of any decree. It has recently been decided by Lord Langdale, M. R., that the court has power to make an order, referring it to the Master to approve of new trustees of a charity, upon a petition pre- sented under the act of 2 & 3 Will. IV. c. 57 only, and that the petition for that purpose need not be under the 52 Geo. III. c. 101 (Sir S. Romilly's Act).(s) There can be no doubt, but that Lord Eldon's decision in the case of The Bedford Charity, (^) as to the persons who may present a petition under Sir S. Romilly's Act, will apply equally to the acts now under consideration ; and that the parties presenting the peti- tion, must therefore have a direct interest in the charity. It has been decided, that the person having the administration of a charity may present a petition under the act.(M) The petition may of course be presented by the Attorney-General himself.(a;) It may be observed in this place, that the provisions of Sir. E. Sugden's Act (1 Will. IV. c. 60), with reference to the powers thereby given to the court, in case of the disability, &c., of trustees, are by the 21st section expressly extended to trusts for charity or friendly societies. The bankruptcy of a trustee, as we have already seen, is another instance in which the court has been expressly authorized by the legislature to appoint a new trustee in room of the bankrupt sum- marily upon petition ; and the substance of the seventy-ninth section of the General Bankrupt *Act (6 Geo. IV. c. 16), by which L -■ this power was given to the court, has been already stated.(«/) (r) Vide supra, p. 193. (it) Re Nightingale's Charity, 3 Hare, («) Re Fowey's Charities, 4 Beav. 336. 225. (a) Re Fowey's Charities, 4 Beav. (0 2 Swanst. 518. 225. (y) Preceding section, p. 192. BY THE COURT OF CHANOERT. 287 It has also been stated, that this power is now vested by the Bank- ruptcy Court Act (1 & 2 Will. IV. c. 66), in the Court of Review, subject to the appellant jurisdiction of the Lord Chancellor. (z) A new trustee will be appointed in the place of a trustee, who had become bankrupt, though the latter had obtained his certificate.(a) The Court of Review has no jurisdiction to appoint new trustees of a fund on the bankruptcy of the existing trustees, unless the persons beneficially interested are before the court. Therefore no new trus- tee can be appointed, where the cestui que trust is out of the jurisdic- tion. (6) The remaining cases in which the court has the power of appointing new trustees on petition, are those provided for by Sir Edward Sugden's Act (1 Will IV. c. 60), as extended by the subsequent statute 4 & 5 Will. rV. c. 23, s. 2. These are the disability of the existing' trus- tees from lunacy or infancy : their absence from the jurisdiction : or refusal to convey or assign : or where it is unknown who was the sur- vivor of several trustees : or whether a sole or last surviving trus- tee be living or dead : or where the sole or last surviving trustee is dead, without leaving an heir : or it is not known who is his heir. The provisions of this act have been already in part considered ; and it has been seen, that the 22d sect., which is the one that ex- pressly empowers the court to appoint new trustees on petition, has been held to apply only to these cases of disability, &c., in the exist- ing trustees, which are provided for in the previous sections of the act.(e) Orders obtained under this section in other cases, said Sir E. Sudgen, Lord Chancellor of Ireland, " are absolutely waste paper, and have no legal validity under the act."(d) We will now proceed to consider some of the principal decisions, on applications for the ap- pointment of new trustees by petition under this act, taking the several cases in which such an application is authorized, in their or- der as stated above. That is, 1st, The lunacy of the existing trustee ; 2d, His infancy ; and lastly, his being out of the jurisdiction, or un- known, and other cases of that description. (e) And 1st, In case of the lunacy of the existing trustee. Before the court will act upon a petition for the appointment of a new trustee presented under the 22d sect., it must be shown in the first place, that the case is one that comes within the previous sec- tions of the act. By the interpretation clause (sect. 2), it is declared that the pro- (z) Ante, preceding section, 192. 22; re Pennefather, 2 Dr. & W. 292; (o) Ex parte Smith, re Dry, 3 Jur. Harte v. Lord Ffrench, ibid. 1 129. (e) The jurisdiction of the court under (6) Re Moline'ux, 8 Jur. 132, this act to direct a conveyance by a trus- (c) Ante, preceding section. tee under disability, is considered in a (d) In re Fitzgerald, Ca. Temp. Sugd. future chapter on that subject. 288 THE SUBSTITUTION OF TRUSTEES visions relating to a "lunatic," are to extend to any "idiot," or "per- son of unsound mind," or incapable of managing his affairs. Where a petition is presented under the act on the lunacy of the existing trustee, it was held on one occasion, by Sir L. Shadwell, V. C, that the Vice-Chancellor had jurisdiction to make an order, directing the ^reference to the Master in the first instance to L -' inquire, whether the person named in the petition was a luna- tic trustee within the act, although his jurisdiction ceased at that point.(/)(l) In a subsequent case, however, before the Lords Commissioners, it was held, that the Vice-Chancellor had no jurisdiction to make even such a preliminary reference, and that every order in the case of lu- natic trustees must be made by the person entrusted with the juris- diction over lunatics by the royal sign manual. (^) This decision excludes also the jurisdiction of the Master of the Rolls in such cases. Therefore where there had been some proceedings in a suit in the Ex- chequer, relative to the estate of a lunatic trustee, the Lord Chancelr lor (Lord Cottenham) held that he was not at liberty to adopt those proceedings, and directed a fresh reference in the usual manner. (A) It has been decided by Lord Cottenham, that the act authorizes the appointment of a new trustee in the place of one, whom the Master on a reference has reported to be of unsound mind, although he may not have been found a lunatic by inquisition, (z) (2) But no order will be made on a petition under the act, where the fact of the lunacy is contested.(A) And mere infirmity or incapacity of a trustee is not suflScient to give the court jurisdiction to appoint a new one on peti- tion. (Z) Where the existing trustee has not been found lunatic on inquisi- tion, it was stated by Lord Brougham, C, that the reference to the Master on a petition for the appointment of a new trustee ought in future to embrace the following points : — First, An inquiry as to the lunacy, &c., of the trustee; — Secondly, Whether he was seized or pos- sessed of the property mentioned in the petition, either alone or jointly, as a trustee upon any and what trusts ; — Thirdly, Whether he took any beneficial interest therein ; — Fourthly, Whether there was (/) Anon, 5 Sim. 322. (i) Re Welch, .S M. & Cr. 292. (g-) Re Shorrocks, 1 M. & Cr. 31 ; re (A) Re Walker, 1 Cr. & Ph. 147. Mount, 12 Law Journ. N. S. Chanc. 95. {V) Re Wakeford, 1 Jones & La- [h) Re Prideux, 2 M. & Cr. 640. louche, 2. ( 1) A petition under the act, praying that the committee of a lunatic trustee might be ordered to convey, should be entitled in the lunacy, and need not be entitled in the matter of the act of parliament. Re Fowler, 2 Russ. 449. (2) It has been decided, that such a case was within the stat. 36 Geo. III. c. 90. Simms v. Naylor, 4 Ves 360 ; West v. Ayles, T. & R. 330. BY THE COUBT OB CHANCERY. 289 any power ini the instrument to appoint new trustees ; Fifthly, A di- rection to inquire and certify, who was a proper person or persons to be appointed such new trustee or trustees in his place ; — and Sixthly, To appoint a proper person to convey to such new trustee or trus- tees, (wi) Where a trustee has been found a lunatic on inquisition in England, but the trust property is situated in Ireland, and the committee of the estate is appointed by the Lord Chancellor there, the Lord Chan- cellor of England has no power under the act to order the committee of the estate to convey or transfer to a new trustee. (w) 2d. In case of the infancy of the existing trustee. Where the infancy of the existing trustees is the ground for the application for the appointment of a new one under the act, the court will refer it *to the Master to inquire, whether the party is [-^of^p-l an infant trustee within the meaning of the act ;(o) and if so, ■- -■ to approve of a proper trustee in his place ; and then acting upon the Master's report it will order the infant himself to convey the trust estate to the new trustee. The several statutes, which were passed from time to time, for enabling trustees under disability, to convey, (p) (1) were all re- pealed and their provisions adopted and extended by the act of 6 Geo. IV. c. 74, which last act itself was also repealed by the 1 Will. IV. c. 60, though the substance of its provisions were also adopted by that statute. The earlier decisions, therefore, on such of the provisions of the previous acts as are still in force from having been re-enacted, must be regarded as valid authorities at the present day. It is to be observed, that the act of 1 Will. IV. applies only to the infancy of trustees of real estate. In case of the infancy of the per- sonal representiative of a trustee of personalty, the inconvenience might be remedied according to the existing law, by taking out letters of administration durante minore cetate. If an infant trustee refuse to comply with an order to convey to (m) Ee Pigott, 2 R. & M. 683. (p) 7 Ann. c. 19. [In force in South (n) Re Tottenham, 2 M. & Cr. 39; Carolina, 2 Cooper's Stat. 547.] 2 Geo. S. C. 1 Jur. 653. II. o. 10 ; 36 Geo. III. c. 90 ; 6 Geo. IV. (0) Ex parte Marshall, 17 Ves. 383, c. 74. n. ; Ex parte Anderson, 5 Ves. 240. (1) It was expressly decided by the Master of the Rolls, in Ex parte Anderson, 5 Ves. 240, that the statute 7 Ann. c. 19, did not authorize an order upon petition for an infant trustee to convey to another trustee, which could only be obtained by a bill. However, an order of that de.scription was made under that statute on petition in another case where the trust was for a charity, and a mere naked conveyance of the legal estate was all that was required. Attorney-General v. Pomfrel, 2 Cox, 221. See Rigg v. Sykes, 1 Dick. 400. 19 290 THE SUBSTITUTION OF TRUSTEES the new trustee, the course ■will be to move for an order, that the infant should convey within a week after service of the order, and then if he continue to refuse, to move that he may be committed.(j) The fifteenth section of 1 Will. IV. c. 60, expressly extends its provisions to trustees (otherwise within the meaning of the act), who have a beneficial interest in the trust property, but by the same section a discretionary power is given to the court to direct a bill to be filed in such cases. We have seen that in the case of a lunatic trustee, part of the reference to the Master is to inquire whether the trustee has any beneficial interest :{r) and the court would unques- tionably extend the same protection to an infant trustee. The order for the infant trustee to convey to the new one operates in personam ; and it is therefore no objection to the jurisdiction, that the trust estate is situated out of the limits of the jurisdiction, as in Ireland, (s) or Calcutta,(i) or the Island of Nevis. (m) However we shall see presently, that these acts apply only in plain cases, (») and in other cases the court will not act without a bill filed. 3d. The next cases for applications by petition under the 1 Will. IV. c. 60, for the appointment of a new trustee, are those coming within the 8th section. The first being, where the existing trustee is r*9n^n °^^ °^ ^^^ *jurisdictioii. The eighth section,(l) by which such L J an emergency is provided for, has been held by Lord Cotten- ham, when Master of the Rolls, to relate only to positive or naked trustees, and not to trustees by construction or operation of law.(y) The reason appears to be, that in cases of constructive trust, the alleged trustee may claim a beneficial interest adversely to the cestui que trust ; and in that case by the 18th section no order can be made under the act, until the party has been declared a trustee by the court in a suit regularly instituted. With regard to the question of who are to be considered out of the jurisdiction, it is very seldom that any doubt can arise. On one occasion Sir L. Shadwell, V. C, decided, that a trustee who was a captain of a merchant vessel on a voyage to the West Indies, was not out of the jurisdiction within the meaning of the act.(g) The affidavit in support of the petition should state the country (g) Re Beech, 4 Mad. 128; see 1 {y) Re Dearden, 3 M. &K. 508, 12. Will. IV. c. 60, 6. 13. The same construction was applied to (r) Re Pigott, 2 R. & M. 684. the 6 Geo. IV. c. 74; Dew v. Clark, 4 (s) Evelyn v. Forster, 8 Ves. 96. Russ. 511 ; King v. Turner, 2 Sim. 550; It) Ex parte Anderson, 5 Ves. 240. Re Moody, Taml. 4. («) Ex parte Prosser, 2 Bro. C. C. 325. {z) Hutchinson v. Stevens, 5 Sim. 498. {x) Vide post. (1) The 8th section provides for the trustees of land being out of the jurisdic- tion, &c.: the 9lh section for trustees of leaseholds or terms for years: and the 10th section for trustees of stock. Bf THE COUET OF CHANCERY. 291 ■where the existing trustee is resident.(a) And in Ireland no order will be made for the appointment of a new trustee in the place of one residing in England, except upon an affidavit of service of notice of the application on him. (6) But it does not appear that this practice has been conversely adopted in England with regard to persons resi- dent in Ireland. The other grounds for the application to the court under the 8th section are, — the uncertainty as to who was the survivor of several trustees ;(e) or whether the last known trustee be living or dead ;((i) or (in case of real estate) its not being known, who is the heir of the last known trustee : or the refusal of the trustee, or his heir or execu- tor (as the case may be), to convey, assign, or transfer, when properly required.(e) In all these cases the jurisdiction of the court is con- ferred by the same sections, and in the same words that apply to the case of a trustee being out of the jurisdiction ; and the decisions and observations, that have been just considered with reference to this last case, will apply with equal force and authority to all the others. (1) *By the act for the amendment of the Law of Escheat of pj.^^.-, Property held in trust (4 & 5 Will. IV. c. 23), the provisions L J of the 1 Will. IV. c. 60 are extended to cases where a trustee dies without having an heir, an event, which had been purposely left un- (a) Ex parte Hughes, 1 Jones & Lat. (e) Ex parte Winter, S Russ. 294 ; Ex 32. parte Hoggen, 1 Beav. 98 ; Ex parte Fo- (6) Ibid. ley, 8 Sim. 335 ; Warburton v. Vaughan, (c) Re Nightingale's Charity, 3 Hare, 4 Y. & C. 247; Prendergast v. Eyre, 1 336. LI. & G. 11; Robinson v. Wood, 5 Beav. (rf) Ex parte Dover, 5 Sim. 501. .246; Cockell v. Pugh, 6 Beav. 293. (1) The 8th section, which applies to trustees of real estate, is as follows: — " Where any person, seized of any land upon any trust, shall be out of the juris- diction of, or not amenable to the process of the Court of Chancery; or it shall be uncertain (where there were several trustees) which of them was the survivor ; or it shall be uncertain, whether the trustee, last known to be seized as aforesaid, be living or dead; or (if known to be dead) it shall not be knovrn who is his heir; or if any trustee seized as aforesaid, or the heir of any such trustee, shall neglect or refuse to convey such land for the space of twenty-eight days, next after a proper deed /or making such conveyance shall have been tendered for his execution by, or by an agent duly authorized by any person entitled to re- quire the same ; then and in every such case, it shall be lawful for the said Court of Chancery to direct any person, whom such court may think proper to appoint for that purpose in the place of the trustee or heir, to convey such land to such person, and in such manner as the said court shall think proper, and every such conveyance shall be as effectual as if the trustee seized as aforesaid, or his heir, had made and executed the same." The 9th section contains the same pro- visions mutatis mutandis respecting trustees of terms for years: and the 10th section respecting trustees of stock : both these two last sections omitting the provision, as to the heir not being known; and the 10th section containing an additional provision giving the court jurisdiction on the refusal or neglect of a trustee of " stock to receive and pay over the dividends." 292 THE SUBSTITUTION OF TRUSTEES provided for by the latter act, ia order not to deprive the crown or other lords of their escheat. It will be observed, that the act makes no provision for the want of a personal representative to a single, or sole surviving, trustee of personal estate. This omission can occasion no practical inconve- nience ; as administration may at any time be taken out, limited to the trust property ; and indeed it was stated judicially by Sir E. Sugden, that the distinction between the 8th and the 9th and 10th sections was made purposely, as it was not intended to render ad- ministration unnecessary, by supplying a personal representative, but to provide only for the want of a real representative, because there was no other way of supplying such a representative. (/) Therefore, in a case where the surviving trustee of a property, consisting partly of real and partly of personal estate, died intestate ; and no administration had been taken out to him, and his heir was out of the jurisdiction, a petition was presented under the act for the appointment of new trustees ; but Sir E. Sugden, Lord Chancellor of Ireland, held, that the act did not authorize the court to appoint a new trustee of the personalty, but that the parties must go to the Ecclesiastical Court to obtain a personal representative ; and that when a personal representative was obtained, they could not apply under the act to have a new trustee of the personalty appointed, as the administrator would be under no disability ; and they must there- fore file a bill for the purpose. And as the same person must of course be trustee of both properties, his Lordship refused to make any order on the petition for the appointment of a new trustee of the realty. (5-) It is to be observed, that the 18th section provides for the case of a trustee of stock refusing to receive and pay over the dividends ; and therefore in suck a case, a new trustee may be appointed under the 22d section ; but there is no such provision in the 8th or 9th sections for the case of a trustee of land refusing to pay over the rents, &c.(7i) An application for a conveyance or transfer to a new trustee under the act, on the ground that the existing trustee refuses to convey, may be made either where there has been an order of the court for the old trustee to convey ;(«') or where the instrument creating the trust contains a valid power to appoint new trustees, which has been properly exercised by appointing the new trustee. (A) (/) In re Anderson, Cas. Temp. Sugd. Coll. 247 ; Prendergast v. Eyre, 1 LI. & 27. G. 1 1 ; Robinson v. Wood, 8 Beav. 246. (g-) Re Anderson, Cas. T. Sugd. 27. (i) See Williams v. Bird, 1 V. & B. (A) 6 Jarm. Byth. Conv. 432, n., 3d 3, see Ex parte Foley, 8 Sim. 395; 2 ed. Sugd. Row. 532, 6th ed. (i) Warburton v. Vaughan, 4 Y. & BY THE COURT OF CHANOEKY. 293 And in such cases the person, -whom the court appoints to convey to *the new trustee, may at once execute the deed, which p^o^--, had heen tendered to the refusing trustee, the attestation L J clause expressing, that it was executed by him in place of the refusing trustee, in pursuance of the order of the court made on the petition. (Z) It has been expressly decided in a recent case by Sir. L. Shad- well, V. C, that the court has power to appoint new trustees under the act, in proper cases of disability, &c., although the instrument creating the trust itself contains a power for that purpose, (m) In the absence of this judicial decision, there might have been conside- rable doubt from the wording of the 22d section, whether the juris- diction existed in such a case.(n) However, it seems that it will be part of the reference to the Master in these cases to inquire, whether the instrument contains any power for the appointment of new trus- tees, (o) The same learned judge has also held, that the act applies only to cases where conveyances are to be made ; and therefore, where one of three trustees for sale was out of the jurisdiction, his Honor re- fused to appoint a person in his place, to sell, observing that the course would have been to have sold, and then for the purchaser to have come to the court for a trustee to convey, (p) However, it is difficult to understand clearly the foundation of this distinction. Where it is suggested, that the trustee named in the deed or will has not accepted the trusts, the court will not appoint new trustees, without proof that the trusts have acquired existence by being ac- cepted.(g') The case of a sole trustee, or all the trustees, renounc- ing, or refusing to act ab initio, is clearly not provided for by the act: and the court will not appoint new trustees on petition on that ground, (r) An executor, who has assumed the character of a trustee of stock or other securities, which had formed part of the assets, by setting them apart for the purposes of the trust, is a trustee within the operation of the act.(s) So executors, who refuse to prove the will, are trustees within the act.(i) And a person who is named executor in the will of a last surviving trustee, but who refuses to state whether he will prove the will or not, is a trustee within the meaning of {I) Ibid. (g) Re Clark, 1 Jur. 737. (m) Re Fauntleroy, 10 Sim. 252; re ()-) Re Hartford, 2 Dr. & W. 292. Roche, 1 Conn. & Laws. 306. {$) Ex parte Dover, 5 Sim. 500. (n) See 6 Jarm. Byth. Conv. 433, n. (() Ex parte Winter, 5 Russ, 284; (o) Re Ryley, 3 Hare, 619. Ex parte Hagger, 1 Beav. 98; re Need- (p) Re Down, 2 Jur. 886 ; and see ham, 1 Jones & Lat. 34. re Chasteney, Jao. 56. 294 THE SUBSTITUTION OF TKUSTEBS the act, and will be ordered to transfer the trust stock to new trus- tees.(M) The husband of a feme trustee for the sale of an estate, is a trus- tee within the meaning of the act.(a;) In a late case two trustees were appointed by a settlement, but one of them never executed the deed, or acted in the trust ; and on the death of the sole acting trustee, twenty-three years after the making of the settlement, the other trustee expressly declined to act. A petition was then presented under 1 Will. IV. c. 60, for the appoint- ment of new trustees, but Sir E. Sugden, Lord Chancellor of Ireland, refused to make the *order, on the ground that the surviving L -■ trustee must be considered to have accepted the trust after such a lapse of time.(?/) Where one of several trustees is out of the jurisdiction, the court will appoint a new one in his place on petition, although he has a direct beneficial interest in the subject of the trust.(z) We have already seen, that the 22d section empowers the court to appoint new trustees on petition only in cases " where the recent creation or declaration of the trust or other circumstances may ren- der it safe and expedient" for the court to direct a conveyance or transfer.(a) Therefore, even where the disability, &c., of the exist- ing trustee brings the case within the preceding sections, the court will not make any order upon a petition under the 22d section, for the appointment of new trustees, unless the case be a plain one, and the title of the parties by the recent creation of the trust, or other- wise, be clearly established. (6) And the insecure nature of the trust property is of itself no ground for the interference of the court, (c) It is of course very difficult to lay down any general rule, as to what will or will not amount to a sufficiently clear case for the court to act upon petition under the act : this obviously must depend upon the discretion of the court, which will be controlled and governed by the nature and circumstances of each individual case.(cZ) There are but few decisions on the point, but on one occasion Sir E. Sugden, L. C, instanced a trust created within ten years, or a simple trust (u) Cookell V. Pugh, 6 Beav. 293. (c) Re Whitley, Cas. T. Sugd. 23. \x) Re Ryley, 3 Hare, 614. (d) See le Merry, 1 M. & K. 677, and (i/) Re Uniacke, 1 Jones & La- le De Clifford Estates, 2 M. & K, 624, louche, 1. stated supra; and see also Ex parte (2) Moore v. Winter, 12 Sim. ]61. Dover, 5 Sim. 500; re Fareswell, 2 Tur. (a) See the 22d section, stated ante. 987. (6) Re NichoUs, Cas. T. Sugd. 17 ; re Whitley, id. 23. BY THE COUBT OF CHANCERY. 295 for A. for life, with remainder to B. in fee, as cases in which the court would act.(e) By the eleventh section of the act, it is provided that a petition, whose object is to vest trust property in new trustees duly appointed under a power or by the court, is to be presented either by the trus- tee or one of the trustees, in whom the property is proposed to be vested,(/) or by some person having an interest therein. A person having an interest in part only of a trust fund, may present a petition under this section. (^) The new trustees, in order to have a sufficient interest to enable them to present a petition under the act, must have been duly ap- pointed either by virtue of a power created by the trust instrument, (A) or by the court. Therefore a person, who is merely proposed as the new trustee, has no interest to enable him to be a petitioner.(i) The petition must be headed in the matter of the trust, and also in the matter of the act of parliament :(^) although this is not essen- tial to its validity. (Z) Where the application to the court is made on the ground of the existing trustee being out of the jurisdiction, and not to be found, affidavits of his absence and the inquiry for him may be read at the hearing, *under the 24th section of Sir E. Sugden's Act, as r*0A7-| evidence of those facts. (»j) And in all these cases of application to the court by petition, the statement of the facts of the case must be corroborated by affida- vit.(n) In every case of an application to the court for the appointment X)f new trustees, by petition as well as by s"\iit, the general rule of practice is, that the court will not in the first instance make an order for the conveyance of the property to the person proposed as the new trustee ; but will refer it to the Master,(l) in the first place to ascertain whether the case comes within the summary jurisdiction of the court,(o) and then to approve of a proper person to be the new trustee, and also (if necessary) of a proper person to convey to the (e) ReNicholls, Cas.T. Sugd. 18, 19. (/) Ibid.; and see re Fowler, 2 Russ. (/) Ex parte Swan, 2 Dick. 749; Se- 449. ton Decrees, 252, 3; re Law,, 11 Law (m) Moore v. Penten, 10 Law Journ. Journ. N. S., Chanc. 112 ; 4 Beav. 509. N.S., Chanc. 345; De Crespigny ■«. Kit- (g) Re King, 10 Sim. 605, 607. son, id. 346, n.; S. C. 12 Sim. 161. (h) Re Law, 4 Beav. 509. (n) See Ex parte Winter, 5 Russ. 284. (i) Re Odell, jr., Exch. Rep. 257. (o) Re Law, 4 Beav. 509. {k) Re Law, 11 Law Journ. N. S., Chanc. 118; 4 Beav. 509. (1) By the practice of the Court of Review, the reference is made to the re- gistrar. ' 296 THE SUBSTITUTION OF TRUSTEES newly appointed trustee.(p)(l) There must then be a second petition to confirm the Master's report. In cases of charity indeed it has been said, that the court ■will never appoint new trustees without a reference, although the amount of the property may be very small. But in the case alluded to. Sir Thomas Plumer, M. R., on account of the smallness of the property, ordered that the Master should appoint the new trustees at once, without coming back to the court.(g') And this was done in a recent case by Vice-Chancellor K. Bruce in a private trust.(r) In cases of bankruptcy of the existing trustee, however, the rule of the court is by no means so strictly adhered to : in such cases there is no necessity for a reference to ascertain the jurisdiction, which is evidenced by the application itself: and it is the frequent practice of the court to appoint a new trustee in the place of the bankrupt with- out a reference, on affidavit of the solvency and fitness of the pro- posed trustee.(s) And the smallness of the property will always be a reason for dispensing with the reference. (<) And so if all parties (being competent) appear, and consent to the appointment of the person proposed, the court will act at once upon such an assurance.(M) Where the application is made under the 1 Will. IV. c. 60, it is the invariable practice to direct a reference in the first instance; unless the case be clearly within the jurisdiction, and all the parties interested consent to the proposed appointment. («) In one instance, however, Sir L. Shadwell, V. C, appointed a new trustee without a reference on the petition of a married woman, where the trustee had r*9ft81 go'^^ *° settle in America, *on the ground that the peti- *- tioner was the only person interested in the property, (y) And where there was a power in the instrument for appointing new trustees, and the power had been exercised, and a new trustee nomi- nated under it, but the survivor of the old trustees refused to convey to the newly appointed trustees, and the parties therefore came to (p) Att-Gen. v. Arran, IJ. & W. 229 ; parte Beveridge, 4 D. & Ch. 455 ; Ex re Roche, 2 Dr. & W. 287; Ex parte parte Walton, 2 M. &A. 242; Ex parte Wish, 2M. & A. 214; re Sharrocks, 1 Inkersole, 2 Gl. & J. 230; Ex parte M. & Cr. 31 ; re Welsh, 3 M. & Cr. Palmer, 4 Deac. 177. 292 ; re Pigott, 2 R. & M. 683 ; Ex parte it) Ex parte Wish, 2 M. & A. 214. Anderson, 5 Ves. 240 ; Ex parte Dover, (u) Ex parte Wish, ubi supra. 5 Sim. 500; re De Clifford Estates, 2 (x) See O'Keefe d. Calthorpe, 1 Atk. M. & K. 624, 6. 18. (g) Att-Gen. v. Arran, IJ. & W. 229. (j/) Ex parte Shick, 5 Sim. 281 ; and (r) Neale «. Dell, 9 Jur. 99. see re Trapp, 13 Law Journ. N. S., («) Ex parte Page, 1 D. & Ch. 321; Chanc. 168. [8 Jur. 437.] Ex parte Buffery, 2 D. & Ch. 576 ; Ex ( 1) In the Master's report on such a reference it is not sufficient to state, that the party is a trustee within the act, but the documents, which establish the trust, should be stated on the face of the report. Re Purdon, 1 Dr. & W. 500. BY THE COURT OF CHANCERY. 297^ the court under the act for the appointment of a person to convey, the court adopted the appointment of the new trustees, which had been made by the deed, without any reference, and directed a person to be appointed to execute a conveyance to them.(2) Where the trustee, whom it is sought to change, is an infant, the order will be made upon him, to execute the conveyance or transfer to the newly appointed trustee. (a) And where the trustee is a lunatic, found so by inquisition, the 22d section directs that the committee of his estate shall be the party to transfer the trust stock to the new trustee. Where there is a co-trustee or co-executor of the old trustee, the same section provides that the transfer shall be made by such co- trustee or co-executor, or by some officer'of the company whose stock is the subject of the trust ; and in case of the public funds that officer is to be the secretary, or deputy-secretary, or accountant-general, of the Bank of England. In other cases, under the act 1 Will. IV. c. 60, it will.be part of the reference to the Master to approve of a person to convey or transfer to the new trustee. (5) Where it is part of the order that arrears of dividends shall be received and paid over by the officer of the Bank, he will be directed to pay them over to the new trustee, and not to the parties bene-' ficially entitled.(c) . When the Master has made his report upon the order of reference, the proper course is to apply by petition(^) to have the report con- firmed, (1) and that the person approved of by the Master may be appointed ' the new trustee, and also that the person approved of by him for that purpose may be directed to convey or assign to the new trustees.(e)(2) It seems that the Master will not exceed his powers by approving of four persons to be the new trustees in the place of one surviving (2) Ex parte Foley, 8 Sim. 395. (rf) Re Welch, 3 M. & Cr. 293; and (a) Vide supra, re Beech, 4 Mad. 128. it must not be on motion, see Evelyn v. (6) See re Pigott, 2 R. & M. 684; re Forster, 8 Ves. 96; Anon. 1 Y. & Coll. Welch, 3 M. & Cr. 293. 75 ; Baynes v. Baynes, 9 Ves. 462. (c) Re King, 10 Sim. 605. (e) See re Welch, 3 M. & Cr. 293. (1) According to the practice of the Court of Review, where the reference is to appoint a new trustee, the report does not require confirmation ; otherwise, if the reference be to consider and report, who will be a proper person to be appointed. Anon. 3 Deac. 223; Ex parte Mansfield, 3 M. & A. 487. (2) Exceptions do not lie to reports on references under these statutes, but any party, who is dissatisfied, may bring the report before the court by petition, when it will either be confirmed, or referred back to the Master to be reviewed. Price V. Shaw, 2 Dick. 732; Ex parte Swann, 2 Dick. 749; Ex parte Burton, 1 Dick. 395; Seton l)ecrees, 253. 298 THE SUBSTITUTION OP TRUSTEES trustee who was of unsound mind, although the original number of trustees was not more than three.(/) And where the survivor of J. - two original trustees ^becomes bankrupt, the court may ap- ^ -■ point two new trustees, one in the place of the deceased one, and the other of the bankrupt. (^) The assignees of a bankrupt trustee, in whose place a new one is appointed, need not join in the conveyance to the new trustee, where they disclaim all interest in the property ; (A) but the bankrupt him- self will be ordered to convey. (^) Where a mortgage is made to a trustee who becomes bankrupt, the mortgagor must be a party to the conveyance to a new trustee. (/c) The court has jurisdiction to compel the surrender of copyholds by the person it appoints to convey, and the lord must accept such sur- render. (Z) According to the general rule, the costs of trustees, occasioned by an application for them to convey under any statute, will be borne by the tru^t estate, in the absence of any misconduct on the part of the trustees. (»j) And the 25th section expressly confers on the court the power of directing such costs to be raised and paid out of the estate. Thus the necessary costs of an infant trustee, ordered to convey under the statute of Queen Anne (7 Ann. c. 19), were allowed him :(n) and this case is doubtless an authority on an application under 1 Will. IV. c. 60. In the case of Ex parte Brydges,(o) as reported in Cooper, Lord Eldon is stated to have established a different rule with regard to the costs of lunatic trustees in similar applications. His Lordship is there reported to have determined, that the estate of the cestui que trust must not bear the expense, but that it must be paid out of the lunatic's estate, and that the rule was so. However, if his Lordship ever in fact entertained such an opinion as to the rule of practice in such cases, he certainly did not adhere to it ; for in a subsequent case the same eminent judge directed the whole costs of the committee of a lunatic trustee, both those of the original petition and the reference and consequent and incidental proceedings, to be paid by the cestui que trusts; and declared the general rule to be, that the costs of the committee of a lunatic trustee conveying under the statute must be paid by the cestui que trusts. (/) Re Welch, ubi supra. (i) Ex parte Ocgill, 2 D. & Ch. 413. (g-) Ex parte Wilkinson, 3 M. & A. Q.) Reg. v. Pitt, 3 Jur. 1028. 145. (m) See Ex parte Cant, 10 Ves. 554; {h) Ex parte Walton, 2 M. & A. 242; re King, 10 Sim. 605; re Bedford Cha- Ex parte Painter, 2 D. & Ch. 584; but rity, 2 Sw. 532. see in re Remington, 3 D. & Ch. 24. (n) Ex parte Cant, 10 Vf s. 554. (i) Ex parte Painter, 2 D. & Ch. 584. (o) Coop. 290. BY THE COURT OF CHANCERY. 299 Ex parte Brydges, therefore, ia unquestionably overruled by this last decision.(p) However, it seems that the estate of a lunatic mortgagee is still liable to these costs, (g') It has been decided that a bankrupt trustee is entitled to his costs of appearance on a petition, presented under the 79th section of the act, for the appointment of a new trustee in his place. (r) If an improper order be made on a petition under the act, the court has jurisdiction to give the party resisting it the costs of the application for that purpose. (s)' *III.— WHOM THE COURT WILL APPOINT TO BE NEW TRUSTEE, p^gi m AND THE EFEECT OF THE APPOINTMENT." L J It has been already seen that the court will not generally in the first instance appoint any particular person to be the new trustee, but will refer it to the Master to inquire whether the party proposed for the office is a proper person ;{£) although an immediate appoint- ment may be made, where all the parties interested consent to the appointment in the first instance, (m) Where the reference is in gene- ral terms to approve of some proper person to be trustee, the court upon application for that purpose will give leave to any individuals, to whose appointment there is no apparent objection, to propose themselves before the Master ;(a;) and such a direction will of course have its due weight with the Master in the exercise of his discretion upon the matter referred to him. However, an unmarried woman will not be allowed to offer herself as the new trustee, on the ground of the inconvenience which might possibly be occasioned in the administration of the trust in the event of her marriage.(2/) Neither will the old trustee, who had become bankrupt, and been removed, be allowed to propose himself as the new trustee, though he had obtained his certificate.(3y (;)) Ex parte Pearse, T. &E,. 325, 7 ; [The court pays great attention to the and see Ex parte Tutin, 3 V. & B. 149. recommendation of majority of cestui (5) Ex parte Richards, IJ. & W. 264. que trusts. Thornburg v. Macauley, 2 (r) Ex parte Whitley, 3 M. & A. 696; Johnson, Maryl. Ch. Dec. 427.] S. C. 1 Deac. 478. (3/^ Brook v. Brook, 1 Beav. 531. («) Re King, 10 Sim. 605. [Though see Gibson's Case, 1 Bland, (<) Vide supra, 196, and Seton'sDec. 138. It seems that a nun may be ap- 249. pointed. Smith v. Young, 5 Gill. 197.] (u) O'Keeffe v. Calthorpe, 1 Atk. 18. (z) Ex parte Smith, re Dry, 3 Jur. (x) Att.-Gen. v. Shore, 1 M. & Cr. 1129. 394; Att.-Gen. v. Clack, 1 Beav. 474. 1 The retiring trustee is entitled to have the accounts taken. Nott v. Foster, 1 Eng. L. 8i Eq. 125. ^ See note ante p. 190. ' Where one of several trustees refused the trust by a formal instrument, it was 300 THE SUBSTITUTION OF TRUSTEES But it will be no objection to allowing parties to propose them- selves before the Master, that the same parties were previously nomi- nated trustees in an illegal appointment, which was set aside by the same decree that directed the reference. (a) In a charity case, where there had been a.reference to the Master to settle a scheme, and to approve of new trustees, two distinct sets of petitioners having each a prima facie claim, applied to the court to be allowed to attend before the Master, and propose trustees of their own : Lord Cottenham, C, gave permission to both of them to attend, on the understanding that only one bill of costs should be allowed against the charity estate.(6) In one case where four executors and trustees were appointed by a testator, and a suit had been instituted for the administration of the trust : one of the trustees was alleged, and admitted, to be inca- pable of joining in the execution of the trust, and to be desirous of being discharged : and Lord Camden, C, without directing the ap- pointment of a new trustee, ordered the trust to be carried on by the other three. (c) Where a trustee, who had been originally appointed, by his answer declined to act, and on hearing it was referred to the Master to ap- point new trustees ; the original trustee afterwards agreed to act, but the court refused to vary that part of the decree, although it thought the master was at liberty, on statement of the circumstances, to de- cline the appointment of new trustees. (ci) If the devisees in trust for a charity die in the lifetime of the tes- tator, it *has been decided that the conduct of the charity will ■- -J devolve upon his heirs-at-law as trustees for that purpose. («) Indeed in all such cases, where the legal estate devolves upon the heir or other party as a constructive trustee, and the heir is willing to act, and no improper conduct is suggested, there can be no ground for the court to interfere, for the purpose of appointing a new trustee in his place. We have already seen that there are instances, in which the court has sanctioned the appointment of two or more trustees in the place of one : although there is some doubt of the propriety of this exercise (a) Att.-Gen. v. Clack, 1 Beav. 474. (d) Miles v. Neave, 2 Cox, 159. (6) Att.-Gen. v. Shore, 1 M. & Cr. 394. (e) Att.-Gen. v. Downing, Ambl. 571 ; (c) Bennetu Honey wood, Ambl. 7 10. Att.-Gen. v. Bowyer, 3 Ves. 714. held that he could not be reinstated while any of his co-trustees continued to act. Matter of Schoenhoven, 5 Paige, 559. But that in the case of an executor; a formal renunciation will not in general preclude his subsequently entering on the administration, see Harrison v. Harrison, 2 Rob. Ecc. 406; Venablesij; East India Co., 2 Exch. 648 ; Wood v. Sparks, 1 Dev. & Batt. 396 ; Judson v. Gibbons, 5 Wend. 224; Robertson v. McGeoch, 11 Paige, 640. BY THE COURT OF CHANCERY. 301 of jurisdiction, as of one of universal application. (/) And in one case such an authority was expressly repudiated by the court. (^) When a person has been appointed a trustee by the order or de- cree of the court, and a conveyance or assignment of the trust estate to him has been duly executed, he sustains the character of trustee as completely as if he had been at first invested with it.(hy As a general rule he will be considered to have taken upon himself all the duties and liabilities incident to the olEce, and therefore will be in- vested with all the powers and authorities requisite for its due dis-' charge ; such, for instance, as the power of giving receipts ;(i) for the conveyance to the new trustee binds the legal estate ; and the decree of the court binds the equity. Where, however, a power given to the original trustee is of a kind that indicates a personal confidence, it will prima facie be confined to the individual to whom it is given, and will not without express words pass to others, to whom by legal transmission the character of trustee may happen to belong : and though the estate with the trust attached to it will be in the trustee appointed by the court, yet the power (being one of that description) will be extinct.(A) Therefore, where a discretionary power of selection, and the appor- tionment of the trust estate among several objects, or of distribution in charity, is given to the original trustees, such a power cannot be exercised by the trustee in whom the estate becomes vested under the direction of the c6urt.(Z) It seems indeed that a power of that nature cannot be exercised even by the legal representatives of the original donees, unless it be given to them in express terms by the creator of the trust.(m) (1) (/) Ante, Ch. 1 of this division ; re (/) Att.-Gen. v. Coyley, 2 Eq. Ca. Welch, 3 M. & Cr. 293. Abr. 194; S. C. 7 Ves. 58, n., and cited (g) Devey v. Peace, Taml. 77. 16 Ves. 47; 1 Sugd. Pow. 151, 6th edit. (A) Cole V. Wade, 16 Ves. 44. Hibbard v. Lambe, Ambl. 309. (i) Drayson v. Pocock, 4 Sim. 283; (m) Att.-Gen. v. Doyley, cit. 16 Ves. 2 Sugd. V. & P. 51. 47 ; Cole v. Wade, 16 Ves. 45, 6; see (k) Per Sir Wm. Grant, M. R., in Cole Eaton v. Smith, 2 Beav. 236 ; [post, 485, V. Wade, 16 Ves. 44. [Newman v. &c.] Warner, 1 Sim. N. S. 457. See post, notes to pps. 226 and 485, &o.] (1) In a late case a testator appointed three executors and trustees with the usual power of appointing new ones in case of death, &c., and he gave 300/. to each of the trustees, with a declaration, that if any of them should die without having acted, their legacies should go to the trustees, " who under the power in his will should be appointed in their stead." Two of the trustees died in the ' The mere appointment of a new trustee does not amount to a substitution of him in prior suits pending, brought by or against old trustees. Davant v. Guerard, 1 Spear's Law, 242; Greenleaf v. Queen, 1 Peters' S. C. 148. See, however, in Virginia, Revised Code of 1849, page 675. 302 THE SUBSTITUTION OF TRUSTEES, ETC. But where the discretionary power is of that nature, that any one is capable of exercising it, as where tenants for life under a will were *empowered to cut timber with the consent of four trustees, '- -' the court will take upon itself the exercise of such a discretion ; and in that case Lord Northington, after taking two years' time for consideration, directed, that the tenant for life should be at liberty to cut timber from time to time with the approbation of the Master.(M) It has been previously observed, that where there is no power of appointing new trustees in the instrument creating the trust, the court cannot delegate to others its power of supplying vacancies in the trust ; and therefore the trustee appointed by the court will not in general be empowered to nominate others to act in his place,(o) (1) although this may be done in settling a scheme for the administra- tion of a charity .i^p) Where circumstances render such a course desirable, the court, on a motion in the cause, supported by an affidavit verifying the circum- stances, will sometimes appoint a receiver of the trust estate, until a new trustee is appointed ; — and an affidavit, that the property has been misapplied, and is in danger in the hands of the existing trus- tee, will be sufficient to induce the court to accede to such an appli- cation.(^) And a receiver has been appointed, where the trustee is guilty of laches or other misconduct in administering the trust ;(/•) or becomes bankrupt ;(s) or dies or goes abroad ;(i) or declines or is unable to act.(M) (n) Hewitt v. Hewitt, Ambl. 508. (5) Middleton v. Dodswell, 13 Ves. (0) Ante, p. 176; Bayley v. Mansell, 266; Havers v. Havers, Barn. 23. 4 Mad. 226 ; Southwell v. Ward, Taml. (r) Att.-Gen. v. Beyer, 3 Ves. 714; 314 ; Brown v. Brown, 2 Y. & Coll. 395; Bainbrigge, v. Blair, 10 Law Journ. N. 2 Sugd. Pow. 533; but see Joyce v. S. Chanc. 193. Joyce, 2 Moll. 276. (s) Langley v. Hawk, 5 Mad. 46. (p) Att.-Gen. v. Winohelsea, 3 Bro. (<) Tidd v. Lister, 5 Mod. 433. C. C. 373; S. C.Seton Decrees, 131; re (u) Brodie v. Barry, 3 Mar. 695; 52 Geo. m. c. 101; 12 Sim. 262; 2 Bainbrigge v. Blair, 10 Law Journ. N. Sugd. Pow. 533. ' S. Chanc. 103. testator's lifetime, and, two other persons were appointed hy the court in their place, in a suit for the administration of the estate. It was held by the Vice- Chancellor of England, that the new trustees appointed by the court were not entitled to the legacies of 300Z. Walsh v. Gladstone, 8 Jur. 51 ; 14 Sim. 2. (1) But in a recent case, where both the trustees of a will had died in the testa- tor's lifetime, and there was a suit for the appointment of new trustees. Lord Lang- dale, M. R., directed, that the Master should be at liberty to insert in the conveyance to the new trustees a power for them to appoint other trustees in the manner and under the circumstances mentioned in the will. The will in this case contained the ordinary power for the appointment of new trustees. White v. White, 5 Beav. 221. And see Lampay v. Gould, 12 Sim. 426. [These cases are now overruled; Holder v. Durbin, 11 Beav. 594, 18 L. J. Ch. 479; Oglander «. Oglander, 2 De G. & Sm. 381; 12 Jur. 786; 17 L. J. Ch. 439; Bowles 1;., Weeks, 14 Sim. 591.] ACCEPTANCE OF THE OFFICE OF TRUSTEE. 303 But the court will not thus interfere -with the management of the estate hy a trustee unless a sufficient reason be assigned. (a;) Where there are two or more trustees, the court will not appoint a receiver upon the death, absence, disclaimer, or misconduct, &c., of some or one of them, nor as long as there remains any trustee to act in the trust ; this, however, will be done by the desire or with the con- sent of the remaining trustees.(2/) But a receiver will necessarily be appointed, where the co-trustees cannot act through disagreement amongst themselves.(s) The fact of a trustee and executor being poor, or not of affluent fortune, will not be a sufficient reason for the court to appoint a receiv,er.(22) But a receiver has been appointed upon an affidavit, that the trustee is insolvent. (a) *Upon the appointment of new trustees the receiver will j-^ -^ „, be discharged on the application of any party interested in the L J cause, although the discharge be opposed by some of the cestui que trusts.{b) DIYISION lY. [*214] OF THE ACCEPTANCE OR REFUSAL OF THE OFFICE OF TRUSTEE. The mere gift of property by any mode of assurance to a person upon trusts, or the nomination or appointment of a party to be trustee, will not of itself invest him with the character of a trus- tee: — for this purpose there must also be an acceptance of the office on the part of the donee. The law will not compel any person to accept an estate, either as trustee or otherwise, against his will ; and he is consequently at liberty at any time to disclaim or refuse the office, and the estate to which it is annexed, provided that he has never done any act to show his assent to it.^ (a:) Barkley v. Lord Reay, 2 Hare, (2) Bagot u. Bagot, 10 LawJourn. N. 308. S., Chanc. 116. (y) Middleton v. Dodswell, 13 Ves. (««) Hawthornethwaite v. Russellj 2 266; but see Tait v. Jenkins, 1 N. C. C. Atk. 126; Howard v. Papera, 1 Mad. 492 ; Brodie v. Barry, 3 Mer. 695; Tidd 142. V. Lister, 5 Mad. 433; Browell v. Read, (o) Scott v. Beecher, 4 Price, 346. 1 Hare, 434. (6) Bainbrigge ii. Blair, 10 LawJourn. N. S., Chano. 103. ' See McCubbin v. Cromwell, 7 Gill & Johnson, 157; Trask v. Donoghue, 1 Aik. 370; and statutes of different states, stated ante, p. 190. 304 ACCEPTANCE OF THE OFFICE OP TRUSTEE. We will now proceed to consider, what acts of conduct of an in- tended trustee will amount to an acceptance of the office : and when and how he may refuse or disclaim. CHAPTER I. WHAT WILL BE AN ACCEPTANCE OF THE OFFICE OF TRUSTEE. Every gift, by deed, or will, or otherwise, is supposed prima facie to be beneficial to the donee ; consequently the law presumes, until there is proof to the contrary, that every estate is accepted by the person to whom it is expressed to be given. (a) Where the creation of the trust is by deed, the most obvious and effectual mode of testifying the acceptance of the trust by the trus- tees is their execution of the deed.' All the provisions of the in- strument will then be binding on those parties, by whom it is exe- cuted. Where the trust property consists of money or stock, which is placed under the exclusive control of the trustees, and more espe- cially if there be only a single trustee, it is peculiarly desirable that he should testify his acceptance of the trusts by executing the deed.(6) Where the trust is created by will, and the same person is ap- pointed executor and trustee, the probate of the will by him will be an acceptance of the trusts. (c)'' (a) Per Ventris, J., in Thompson v. rejection, or tacit refusal to act," 6 W.& Leech, 2 Ventr. 198 ; Per Bayley, J., in S. 333.] Townson v. Tickell, 3 B. & Al. 36 ; 5 (6) Lord Montfort v. Lord Cadogan, Mart. Conv. 607 ; 3 Jarm. Byth. Conv. 17 Ves. 488, 9; S. C. 19 Ves. 638; 698 : 4 Cruis. Dig. 404, 6. [Wilt v. Small v. Marwood, 9 B. & Cr. 300. Franklin, 1 Binn. 502; Eyrick ij. Het- (c) Mucklow v. Fuller, Jao. 198; rick, 13 Penn. St. 494; Read «. Robin- Booth v. Booth, 1 Beav. 128 ;' Williams son, 6 W. & S. 331; Wise v. Wise, 2 J. v. Nixon, 2 Beav. 472; See Clarke d. &Lat. 412; King v. Phillips, 15 Ehg. Parker, 19 Ves. 1; Ward v. Butler, 2 L.&Eq.7;4KentComm.500,andnotes. Moll. 533. [Worth i). M' Aden, 1 Dev. The rennnciation must be by "express & Batt. Eq. 209.] ' But the signature of the deed by the trustee, is not necessary unless there be some covenant, &c., on his part. Flint ij. Clinton Co., 12 N. H. 432. ^ See Peebles iJ. Reading, 15 S. & R. 39; Worth v. McAden, 1 Dev. & Batt. Eq. 209 ; Venables^. East Ind. Co., 2 Exch. 633 ; Easton v. Carter, 5 Exch. 8 ; Cum- mins V. Cummins, 3 J. & Lat.64. Giving bond it would seem is sufficient, Sears V. Dillingham, 12 Miss. 80. In Vanhorne v. Fonda, 5 J. C. R. 403, it was held that where an executor who had never qualified, took possession of a part of the personal properly and paid some of the debts he had elected to act as executor. At the common law, indeed, most acts before probate are valid. See Easton v. ACCEPTANCE OF THE OFFICE OF TRUSTEE. 305 *Where the same person is appointed both executor and trustee, it is difficult, though sometimes of importance, to L '^ -■ determine when the office of executor has ceased, and that of trustee has commenced. The rule appears to be, that if a part of the assets has been clearly set apart and appropriated by the executor to answer a particular trust, he will be considered to hold the fund as trustee for those trusts, and no longer as a mere executor.(ci) In the absence of any such conclusive evidence, as the execution of the trust deed, or the probate of the will, the actions and conduct of the person who is appointed trustee, may constitute equally bind- ing proof of his acceptance of the office. Therefore, if the persons who are nominated trustees in a deed, in any way act in the management of the trust estate, they will be considered to have undertaken the trust, exactly as if they had exe- cuted the instrument ;(e) and the same rule obtains where the trust is created by will.(/)' (rf) Ex parte Dover, 5 Sim. 500 ; (e) Lord Montfort v. Cadogan, 17 vide post, Part II. Ch. 1, sect. 2; Phil- Ves. 488, 9; S. C. 19 Ves. 638. lipo V. Munnings, 2 M. & Cr. 309. (/) Conyngham v. Conyngham, 1 [See Knight I). Loomis, 30 Maine, 204; Ves. 522; Doyle ■«. Blake, 2 Sch. & Wheatley v. Badger, 7 Barr, 461 ; Wil- Lef. 231; James v. Frearson, 1 N. C. son Estate, 2 Barr, 325.] C. 370. Carter, 5 Exch. 8; Venables v. East Ind. Co., 2 Exch. 633; Mitchell v. Price, 6 J. J. Marsh. 625. It has been ruled, however, in states where an executor, in ad- dition to oath and letters, is obliged to give security, that a different rule obtained, and that until qualification he-has no power to act. Monroe v. James, 4 Munf. 195; Mitchell V. Price, 6 J. J. Marsh. 625 ; Carter •;;. Carter, 10 B. Monr. 327; Robert- son V. Gaines, 2 Hump. 381 ; Trask v. Donoghue, 1 Aik. (Verm.) 373. There- fore where one of several executors had been qualified, had delivered up, before probate, a note to be cancelled, believing herself to be acting in accordance with the testator's desire, it was ruled that it was not binding on the others, and did not amount to an acceptance. Carter v. Carter, ut supra. In Monroe v. James, ut supra, a neglect to qualify by one of several executors, was held to be a con- clusive renunciation ; while in Robertson v. Gaines, it was considered only prima facie evidence. See also Carter v. Carter, ut supra, page 330 ; and Wood v. Sparks, 1 Dev. & Batt. 396. In Miller v. Meetch, 8 Barr, 417, where nothing appeared in the register's office, odier than an endorsement on the will that an executor had been duly sworn, there being, however, no affidavit on record thereof, nor letters testamentary, it was held insufficient proof of acceptance. Where two executors, who were directed by will to sell a particular piece of land to a person named, and also other land for the payment of debts, joined in the conveyance of the first parcel, it was held that a purchaser from only one execu- tor, of the last-mentioned land, was not precluded from showing that the other executor had refused and neglected to act. Roseboom v. Mosher, 2 Denio, 61. ' Flint u. The Clinton Comp., 12 N. H. 432; McCubbin v. Cromwell, 7 G. & J. 157 ; Chaplin v. Givens, Rice, Eq. 133 ; Latimer v. Hanson, 1 Bland. 51. Where one of two executors obtains probate, the right of the other being re- «served, it enures to the benefit of both; and on the death of the one proving the 20 306 ACCEPTANCE OP THE OFFICE OF TRUSTEE. And in"%uch a case a trustee cannot limit his acceptance and consequent liability to any particular portion of the trust. But if he act at all (though it be only as to part, and though he expressly disclaim the intention of interfering generally), he will be fixed with the acceptance of the entire trust, and with all the responsibilities attending it.{g) And if one of several trustees, with notice of his appointment, interfere in the management of the trust property, so as to render it ambiguous whether he had accepted the trust or not ; he cannot afterwards get rid of his liability to account as a trustee, by alleg- ing that he acted merely as the factor or agent of the cestui que trust. (h) If however one of several trustees and executors, who had never proved the will, or otherwise accepted the trust, should interfere in the disposition of part of the trust property, not from any intention of acting in the trust, but only as agent and under the immediate direc- tions of the acting trustee, he will not be considered to have accepted the trust, although he may not have executed any formal renuncia- tion or disclaimer.(i) In a case, where one of two trustees and executors named in a will formally disclaimed and renounced, but afterwards acted in the disposition of the trust estate, as the agent of the other trustee, who had accepted the trust, but who was not so competent to the ma- nagement of the property ; and the renouncing party accounted with the other trustee for all his receipts and proceedings in the course of his dealing with the trust estate : it was held by Sir John Leach, M. R., that the party who had renounced, *had not by his L -^ subsequent conduct become accountable as trustee and exe- cutor, and his Honor dismissed a bill as against him with costs.(i) With regard to what acts or conduct of a trustee will be held an acceptance of the trust ; it is a question of considerable nicety, and one which may still be considered as not altogether settled, whether the execution of a release or conveyance of the trust estate by a (g) Doyle i). Blake, 2 Sch. & Lef. Wms. Exors. 151. [Chaplaini). Givens, 231; see Kead v. Traelove, Ambl. 417 ; 1 Rice, Eq. 154.] and Urch t). Walker, 3 M. & Cr. 702. (i) Stacy v. Elph, 1 M. & K. 195; [Post 221, ante 196; Vanhorn v. Fonda, Lowry v. Fulton, 9 Sim. 115; and see 5 J. C. R. 403.] Orr v. Newton, 2 Cox, 274; Balchen v. (h) Conyngham v. Conyngham, 1 Scott, 2 Ves. jun. 678. [Carter v. Car- Ves. 522; see Harrison v. Harrison, 1 ter, 10 B. Monr. 327; Judson v. Gib- P. Wms. 241, n. (y), 6th ed.; S. C. 1 bons, 5 Wend. 224.] (k) Dove V. Everard, 1 R. & M. 231. will, a slight act of intermeddling in the surviving executor will amount to an acceptance. Cummins v. Cummins, 3 J. & Lat. 64. But see Carter v. Carter, 10 B. Monr. 327; Mitchell v. Price, 6 J. J. Marsh. 625, contra; and note top. 214. ACCEPTANCE OF THE OFFICE OF TRUSTEE. 307 trustee, made -with the intention of disclaiming or refusing the trust, will or will not amount to an acceptance of the trust hy him.* This doctrine, which at first sight may appear somewhat paradoxi- cal, was established by Lord Kosslyn in the case of Crewe v. Dicken.(?) In that case, one of two surviving trustees for sale, being unwil- ling to act, by deed conveyed and released the estate and all his in- terest therein to the other trustee and his heirs ; and it was held by Lord Rosslyn, that if the retiring trustee had merely renounced, the whole estate would have been in the remaining one ; he would have been the only person : but that, according to the way they had managed it, he had accepted the trust, and conveyed away^ the estate : and he was therefore bound to join in the receipt for the purchase- money, (i) The point came again before the court in the case of Nicloson v. ■Wordsworth.(m) There one of three trustees being desirous of dis- claiming the trust, executed a conveyance and release of the estate to the other two trustees. The two acting trustees alone then entered into a contract for the sale of part of the estate to the plaintifip, who, being advised that the concurrence of the trustee, who had released, was necessary to perfect his title, filed his bill against all the three original trustees for a specific performance of the contract by them, and to restrain an ejectment, which had been commenced in the mean time.(m) Lord Eldon in his judgment commented upon the decision of Lord Rosslyn in Crewe v. Dicken, and questioned the soundness of the distinction established by that case, "if," said his Lordship, "the essence of the act is disclaimer, and- if the point were res integra, I should be inclined to say, that if the mere fact of disclaimer is to remove all difficulties, and vest the estate in the other trustees, a party who releases, and thereby declares that he will not take as trustee, gives the best evidence that he will not take as trustee. The answer, that the release amounts to more than a disclaimer, is much more technical than any reasoning that deserves to prevail in a court of equity." And his Lordship subsequently observed, (Z) Crewe «. Dicken, 4 Ves. 101. (m) Nicloson v. Wordsworth, 2 Swanst. 365. , ? Where a testator by his will appointed A. and B. his trustees, and directed that if his trustees thereby appointed, should die, or desire to be discharged from, or refuse, or decline to act, it should be lawful for the surviving or continuing trustee or trustees, or if there should be none such, then for the trustee so de- siring to be discharged, or refusing, or declining to act, to appoint new trustees, it was held that B. having declined to act except for the purpose of appointing new trustees, had the power of appointing new trustees in the place of A. and B. Hadley's Trust, 16 Jur. 98 ; 21 L. J. Ch. 109 ; 9 Eng. L. & Eq. 67. 308 ACCEPTANCE OF THE OFFICE OF TRUSTEE, " My opinion is, that if a person, -who is appointed co-trustee by any instrument, executes no other act than a conveyance to his co-trus- tees, when the meaning and intent of that conveyance is disclaimer, the distinction is not sufficiently broad for the court to act upon. I can find no case which has decided, nor can I see any reasons for deciding, that where the intent of the release is disclaimer, the in- ference that the releasor has accepted the estate shall prevent the effect of it."(w) It will be perceived on examination, that in Nicloson v. Words- worth there was no direct adjudication on the point in question. Lord Eldon said, that the form of the record was such, that no judg- ment could then *be pronounced :(o) and it appears from the L -I report, that the declaration that the trustee, who had re- leased, was not a necessary party to the conveyance, was taken by consent : it cannot therefore be considered as the judicial decision of the court, (p) In this state of the authorities upon this question, the point was again raised in the recent case of Urch v. Walker, which came before Lord Cottenham, C, on appeal from the decree of the Vice- Chancellor (Sir L. Shadwell). There a testator gave a legacy of 1,100Z. to the defendant and another person upon trust for the plaintiffs ; and then, -after making other devises and bequests, gave a leasehold messuage to the same trustees, upon trusts ultimately to convey to his grandson at twenty-one. The grandson became absolutely entitled to this property under the trust, and the two devisees in trust then executed an indenture made between them and the grandson, which recited the facts, and that thereby " it be- came unnecessary for (the devisees) to act in the trust declared by the will, and in fact they never intermeddled therein ; but inasmuch as the legal estate in the said messuage and lands was still outstand- ing in them, by virtue of the will, they had consented, at the request of the grandson, to convey such estate to him in manner thereinafter mentioned." And the two devisees then, "in pursuance and per- formance of the agreement, and of the trusts so reposed in them, granted and released the messuage, &c., to the grandson in fee." There was no proof that the trustees had in any other manner acted in or accepted the trust. The bill was filed by the persons interested in the legacy of 1,100Z., praying that the defendant, who was the survivor of the two trustees named in the will, might be declared per- sonally liable to make good that legacy with interest, on the ground that he had accepted and acted in the trusts. The decree of the Vice-Chancellor declared, that he had accepted the trusts of the will, (n) Nicloson v. Wordsworth, 2 (p) See Lord Cotlenhara's observa- Swanst. 370, 1. lions in Urch «. Walker, 3 M. & Cr. (o) 2 Swanst. 369. 710. ACCEPTANCE OF THE OFFICE OF TRUSTEE. 309 and directed an inquiry, whether, but for his wilful default, he might have received the 1,100Z. legacy ; and that decree was affirmed on the appeal by the Lord Chancellor.(g') His Lordship said, " The question is, whether execution of this deed was not of itself an ac- ceptance of the trusts of the will. I think it would be sanctioning a gross deceit on the part of the appellant, if it were to be construed otherwise, because it was for the purpose of giving effect to the de- vise of the property. If the trustees never did accept the property, then they had no means of doing that which they professed to do, and which by this deed they held out that they were doing."{r) (1) It is not easy upon any principle to reconcile these conflicting au- thorities. According to Lord Eldon's observations in Nicloson v. Wordsworth, a conveyance executed by a person who is appointed trustee, only with the meaning and intent of disclaiming, will not in equity differ in its effects from an ordinary disclaimer : and ^ his Lordship endeavored to reconcile* his opinion with Lord ■- J Rosslyn's decision in Crewe v. Dicken, on the ground that in that case the individuals were particularly described, and that the directions for the form of the receipt were such as made it impossible that a proper receipt could be given, unless the trustee who had disclaimed joined. (s) It is to be remarked, however, that, according to the report of Crewe v. Dicken in Vesey, Lord Rosslyn does not seem to have founded his decision on those particular circumstances, but rather to have rested it on the general principle, that the execution of the con- veyance of itself amounted to an acceptance of the trust ;(<) a principle which appears to have been expressly recognised and adopted by Lord Cottenham in Urch v. Walker.(M) Moreover, the dicta of Lord Eldon in Nicloson v^ Wordsworth, although entitled to the greatest possible weight jas proceeding from such a quarter, were certainly extra-judicial ; and their authority has been much shaken, if not altogether overruled, by what fell from Lord Cottenham in the case of Urch v. Walker.(a;) On the whole, therefore, a trustee, whose object is to disclaim, can- not be advised to execute any deed, purporting to be a conveyance or release of the trust property, lest by so doing he should be held to have fixed himself with the acceptance of the trust, which he attempts to repudiate. Although where such a deed may have been executed solely with the purpose of disclaiming, it might possibly be still open (9) Urch V. Walker, 3 M. & Cr. 702. (t) 4 Ves. 100. (r) 3 M. & Cr. 708. (u) 3 M. & Cr. 708. («) See 2 Swanst. 370; sad vide, con- {x) See 3 M. & Cr. 710. tra Adams v. Taunton, 5 Mad. 435. (1) A similar distinction as to the effect of a disclaimer or a surienderof a copy- hold was recognised by the Court of Common Pleas, in the recent case of Doe d. Wyatt V. Hogg, 5 Bing. N. C. 564. 310 ACCEPTANCE OF THE OFFICE OF TRUSTEE. to contend (although at considerable disadvantage) that such an act would not amount to an acceptance of the trust. It is scarcely necessary to advert with any particularity to the va- rious other acts on the part of a person appointed trustee, -which have been held to amount to an assumption of the office. If such a per- son with notice of his appointment continue to receive the income arising from the trust estate ;(?/) or execute a power of attorney;(2) or sign a joint draft or order,(a) to enable another person, who was also named a trustee, to receive the assets ;[z) or raise and invest a legacy ■,{b) or give notice to the occupying tenant of the trust estate to pay the rent to him ;(e) or bring an action respecting the trust property ;(d) or interfere generally in the management of the trust property, by ordering it to be sold, and being present at the sale in the capacity of trustee, or giving directions implying authority or ownership, or by frequently making inquiries of the acting trustee as to the affairs of the trust ;(e) any one of these facts, if established in evidence, will doubtless fix the party with the acceptance of the trust and all its responsibilities ; unless, indeed, as has been already stated, those acts be done not in the character of a principal, but solely as the agent and on behalf of the acting trustee. (/) r*21Q1 *^° where a person is present when the instrument is read by which he is made a trustee, and makes no objection to the appointment ; that, though scarcely conclusive, will form a material item of evidence to prove his assent to the trust. (^) But the mere fact of a person named trustee taking possession of the deed for the purpose of keeping it in safe custody until another trustee can be appointed, is not enough to fix the party with the acceptance of the trust. (^) It is, perhaps, unnecessary to remark, that where a party has once fixed himself by any means with the acceptance of a trust, he cannot after- wards by disclaimer renounce or repudiate the duties and responsi- bilities of the office, (zy (2/) Conyngham v. Conynghara, 1 375,7. [Sheppard w. McEver, 4J. C.R. Ves. 522. 136; see 3 McLean, 67.] (z) Harrison v. Graham, 1 P. Wms. (/) Dove v. Everard, 1 R. & M. 231; 241, n., 6th edit.; S. C. 1 Wms. Exors. Orr v. Newton, 2 Cox, 274; Stacy «. 151 ; Hanbury v. Kirkland, 3 Sim. 265. Elph, 1 M. & K. 195; Lowry r. Fulton, (a) Saddles;. Hobbs, 2 Bro.C.C.114; 9 Sim. 115; Balchen v. Scott, 2 Ves. Broadhurst v. Balguy, 1 N. C. C. 16. jun. 678. [Ante, 215]. (b) Doyle D.Blake, 2 Sch.&Lef. 231. (g-) James v. Frearson, 1 N. C. C. (c) Lord Montfort v. Lord Cadogan, 375. 17 Ves. 487. (h) Evans v. John, 4 Beav. 35. (d) Lord Montfort v. Lord Cadogan, (i) Conyngham v. Conyngham, 1 17 Ves. 489. [Penny v. Davis, 3 B. Ves. 522 ; Read v. Truelove, Ambl. 417 ; Monroe, 314.] Doyle v. Blake, 2 Sch. & Lef. 231; {e) James v. Frearson, 1 N. C. C. Stacy v. Elph, 1 M. & K. 195. ■ Sheppard v. McEver, 4 J. C. R. 136 ; Cruger v. Halliday, 11 Paige, 319; Per- AOOBPTANCE OF THE OFFICE OF TRUSTEE. 311 Parol evidence of admissions and conversations are admissible against a party for the purpose of proving his acceptance of a trust ;(4) but where persons are appointed general trustees and executors by will, parol evidence of the testator's conversations cannot be received on their behalf,, in order to show, that it was his intention that they should only act as to part of the property. (Z) Where the defendant by his answer denies the truth of the facts alleged by the bill as evidence of his having accepted the trust, the court will not at the hearing decide that point, although the facts as alleged by the bill are borne out by the evidence of two witnesses ; but it will direct an inquiry before the Master as to the fact of the defendant having accepted the trust.(TO) The rule is otherwise, where the fact, from which the acceptance of the trust is drawn as a legal consequence, is admitted, but the legal conclusion denied, as in the case of the execution of a release for the purpose of disclaiming. In that case no reference is requisite, but the court will itself decide on the point at onee.(w) The court will presume the acceptance of a trust by the trustee named in the instrument after the lapse of many years without any express disclaimer or refusal by him ; although he may never have executed the trust deed, or otherwise by any positive act accepted or interfered in the trust. And this presumption has been made after an interval of twenty-three or even thirty-four years.(o)(l)^ (4) Urch V. Walker, 3 M. & Cr. 703; 377; see Urch v. Walker, 3 M. & Cr. James v. Frearson, 1 N. C. C. 375. 707. (/) Doyle V. Blake, 2 Sch. & Lef. 240. (n) Urch v. Walker, 3 M. & Cr. 702. (m) James v. Frearson, 1 N. C. C. (o) Re Uniacke, 1 Jones & Lat. 1; re Needham, ibid. 32. [See post, 221, n.] (1) The London Jurist, of the 2d of August, 1845 (No. 447, vol. 9), thus com- ments on these two decisions of Lord Chancellor Sugden: — "It is clear, that in this case (Re Needham), the legal estate was in the trustee until disclaimer. And if the Lord Chancellor had merely considered him as having the dry legal estate, it is submitted, that he would have ordered him to assign or disclaim an order which would not have necessarily implied that he was clothed with the trusts; but the order, that he should assign, without more, is consistent with the expression, that the court 'must presume that he accepted the trust,' and shows that the court actually fastened the trust upon the trustee by force of the pre- kins V. McGavish, 3 Hey. 265; Jones v. Stockett, 2 Bland, 409; Strong v. Willis, 3 Florida, 124; Chaplin -u. Givens, 1 Rice, Eq. 133; Latimer i). Hanson, 1 Bland, 51. ' Where a conveyance had been of record more than twenty-five years, and there had been a possession by the cestui que trust in accordance with the deed, it was held, that an acceptance by the trustee, though a lunatic, might be pre- sumed. Eyrich v. Hetrioi, 13 Penn. St. R. 493. See Penny v. Davis, 3 B. Monroe, 314. So it seems where a recorded conveyance had been signed by the trustees, after twenty-five years. Lewis?;. Baird, 3 McLean, 65. Qtter^/ as to this presumption, where the trustee is ignorant of the trust. See Read v. Robinson, 6 W. & S. 333. 312 THE REFUSAL OE THE OFFICE OF TKUSTEB. [*221] *CHAPTEE II. OF THE EEFUSAL OK DISCLAIMER OF THE OFFICE OF TRUSTEE. I. When a Trustee mat Dis- III. The Effect of a Disclaim- CLAIM [221]. ER [225]. II. How HE MAT Disclaim [223]. I.— WHEN A TRUSTEE MAY DISCLAIM. There has been already occasion to remark, that the law does not force any one to accept a gift of an estate, whether made in trust or otherwise ; and that it is therefore competent for a person appointed trustee to refuse both the estate and the office attached to it, pro- vided he has done nothing to deprive himself of that right.(a) It has been seen, moreover, that if a party have once by any means accepted the trust, the effect of such an acceptance is conclusive; (a) Ante, p. 214; Sheph. Touchst. Hawkins v. Kemp, 3 East, 410; Denn 285, 318; Smith v. Wheeler, 1 Ventr. i;. Judge, 11 East, 288; Townson v. 128 ; Thomson v. Leech, 2 Ventr. 198 ; Tickell, 3 B. & Aid. 31. sumption afforded by lapse of time, and neglect to disclaim. Assuming the de- cision to be good law, the question is, to what, if any, extent, the doctrine is applicable to cases of trust generally, as distinguished from the case of a trust presumed merely for the purpose of a petition, under the 1 Will. IV. c. 60. In the first case, the court did not necessarily decide, that the trustee must be presumed to have accepted the trusts, but only that it would not, on petition, decide that he had not. But, in the second, it seems, as we have shown, to have actually clothed him with the trusts by making a substantive order upon him, incompatible with his being anything else than actual trustee. It seems difficult, therefore, to distinguish this from the general case. On the other hand, it must be observed, that presumption of law being an inference founded on a specific state of circumstances, there may be a difference between presuming acceptance of a trust, on the ground of lapse of time, without disclaimer, where the object of the presumption is merely to detemine whether a new trustee is, or is not, requisite ; and, if he be requisite, to vest in him, beyond the possibility of doubt, the trust estate: and presuming such acceptance generally, where the object is, or may be, to fasten upon alleged trustees the liabilities of implied breaches of trust. The court would be, in the one sort of case, astute to raise the presumption for the benefit of all parties ; and in the other, it might be, on the contrary, astute to avoid raising a presump- tion merely for the purpose of fastening a legal liability on a person morally inno- cent. We leave the difficulty, however, to our learned readers; regretting only, that a doctrine of so new a kind, and the consequences of which it may not be easy to foresee, should have been laid down." T. THE REFUSAL OF THE OFFICE OF TRUSTEE. 313 and he cannot afterwards "by renunciation or disclaimer throw off, or repudiate, the duties and responsibilities of the office.(S)* A disclaimer in writing has in itself "no operation ; it is merely useful, as being the. most perfect and convenient evidence of the re- fusal of the donee. Therefore it is immaterial at what time the formal instrument of disclaimer is executed, — the actual disclaimer or refusal of the estate will be held to have been made at the time of the gift, if the disclaiming party have never done any act, inconsis- tent with a refusal of the estate.(c) However, it is unquestionably advisable, that the disclaimer should be made at the earliest period after the creation of the trust. One of two persons named executors and trustees who had never acted, may renounce and disclaim after the death of the acting trus- tee ; and it is immaterial that the party so disclaiming is the last surviving trustee, (d) It does not appear to have been ever directly decided, whether the heir or personal representative of a trustee, who during his life had never acted or assented to the trust, can disclaim the trust after his death. The question was raised in the case of Goodson v. Ellison.(e) There, by indenture, made in the year 1767, a fine was covenanted to be levied of certain lands to the use of Richard Ellison and Ms heirs on certain trusts. The fine was levied ; and Richard Ellison died intestate in 1774, leaving *his brother his heir-at-law : r*2221 the brother afterwards died intestate, leaving his two daugh- ters the defendants his co-heiresses at law. In the year 1822, the bill was filed against them as the co-heiresses of Richard Ellison, by a person who had purchased a portion (consisting of two-thirds) of the trust estate from the parties in whom the beneficial interest had become vested, and it prayed, that the defendants might be decreed to execute a conveyance to him of those two-thirds. The defendants by their answer stated, that their ancestor Richard Ellison never (6) Ante, p. 219; Conyngham v. Co- (c) 5 Mart. Conv. 607, 8 ; see Stacey nyngham, 1 Ves. 522; Reed v. True- v. Elph, 1 M. & K. 199. love, Ambl. 417 ; Doyle v. Blake, 2 Sch. (d) Stacey v. Elph, 1 M. & K. 195, 9. & Lef. 231 ; Stacey v. Elph, 1 M. & K. ' (c) Goodson v. Ellison, 3 Russ. 583, 7. 195. ' Drane v. Gunter, 19 Alab. 731 ; Sheppard v. McEver, 4 J. C. R. 136 ; Cruger V. Halliday, 11 Paige, 314; Perkins v. McGavork, 3 Heyw. 265; Jones i). Strebett, 2 Bland. 409; Strong v. Willis, 3 Florida, 124; Latimer v. Hanson, 1 Bland. 51 ; Chaplin v. Givens, 1 Rice, Eq. 133. Even a provision in a will for the appoint- ment of new trustees, in case the number should be reduced by death, removal from the United States, or otherwise, does not authorize a trustee to resign. Cruger V. Halliday, ut supr. There are various statute provisions, in most of the States, enabling trustees who have accepted or acted as such, to resign, which will be found stated ante, p. 190. 314 THE REFUSAL OP THE OFFICE OF TKUSTEE. accepted the trust, and referred to several transactions of importance ■with respect to the property since the execution of the deed of 1767, in which the concurrence of any person as trustee had not been re- quired ; but they concluded with an intimation (wholly unsupported by evidence), that they themselves had a beneficial interest in the estate. The title of the parties of whom the plaintiff' had purchased to the beneficial interest was clearly established : there does not appear to have been any evidence as to the acceptance or refusal of the trust by Richard Ellison or his representatives. The point, that the trust had never been accepted by the ancestor of the defendants, though raised by the answer, does not appear to have been pressed in argument by the defendant's counsel; and Lord Gifford, M. R., in his judgment did not even allude to that part of the defence, but treated the case as one of a capricious refusal on the part of trustees to convey, and decreed against them with costs. (e) This decree was reversed on appeal by Lord Eldon, on the ground that a trustee could not be required to convey the trust estate in difierent parcels. His Lordship alluded in his judgment to the question, raised by the an- swer, as to the non-acceptance of the trust, but gave no opinion on the point. The case therefore cannot be considered an authority upon the present question. However, in the absence of any express decision on the subject, it is submitted, that upon principle a disclaimer by the heir or personal representative of a donee in trust may well be supported, where the original donee has done no act in his lifetime to testify his accept- , ance of the trust. Wherever such a question could arise, it would almost invariably be found, that the trust estate is expressly limited to the heir or representative of the original nominee (as indeed was the case in Goodson v. Ellison) ; and where the persons to take the estate by representation to the original trustees are so designated, there does not seem to be any valid reason why they should not also take the power to repudiate the gift, equally with their original trustee, provided that that power has not been defeated by any pre- vious act of the latter. And even where there are no such words of limitation of the trust estate, the estate of the heir or personal re- presentative is merely a continuation of the previous estate ; and as part of that estate consisted of the power or right to call the office of trustee into existence by any act of acceptance, or to repudiate it by a proper act of dissent, the continuation of the estate in the heir or representative would not be perfect if it came to them shorn of that power or right. The argument derived from the absurdity and injustice of forcing a person to accept an estate against his will ap- (e) Goodson v. Ellison, 3 Russ. 583, 7. THE REFUSAL OE THE OEEIOB OF TRUSTEE. 315 plies with equal force to an heir or personal representative, as to the original donee.^ *It is well known to have been long established, that an i-^ooon executor may accept the executorship of his own testator, but L J at the same time decline that of another person, to whom his tes- tator was executor ;(/) and though not altogether an analogous case, that rule would seem to be strongly in favor of the power of an heir or representative to disclaim a trust, which had never been accepted by the principal. Where the legal fee has once become vested in the original trustee by his act or assent during his life, the law casts the estate upon the heir immediately upon the death of the ancestor. (^) It is, there- fore, no longer competent for the heir to repudiate by a simple dis- claimer the estate, which is already vested in him ; although he would unquestionably have the right to come to the Court of Chancery, in order to be relieved from the trust thus cast upon him.^ Where the subject-matter of the trust is personal estate, the probate of the will of the trustee immediately vests in the executor all his tes- tator's trust estates : and there does not appear to be any power for an executor on taking probate to disclaim the acceptance of any estate vested in his testator as trustee ; although the analogous case of his power to refuse an executorship vested in his testator, might pos- sibly seem to sanction the existence of such a power. Where the trustee dies intestate, administration if granted generally of all the testator's effects will have the same effect as the probate of his will. But in these cases the executor or administrator will doubtless be en- titled to come to the court to be relieved from the trust, and to have other trustees appointed in his place. If the heir or personal representative of the original trustee be so named in the trust instrument, as to take by purchase at his death, he may doubtless disclaim in the same manner as the trustee origi- nally appointed might have done ; and whether the original trustee has accepted the trust or not. . Norway, wfti supra ; Iq) Ante, p. 224. [Judson v. Gib- Bray -y. West, 9 Sim. 429. bons, 5 Wend. 224.] (u) 1 R. & M. 655. 21 322 THE REFUSAL OF THE OFFICE OP TRUSTEE. accept the office, is in the situation of any other defendant, against ■ffhom a bill is dismissed, and therefore could only have the ordinary costs as between party and party. (a;) And this last decision was afterwards acted upon by Sir L. Shadwell, V. C, where the plain- tiffs, instead of dismissing the bill, at once against the trustee or his disclaimer, continued him as a party up to the hearing, and thereby occasioned him additional costs. («/) The decision in Sherrat v. Bentley, must therefore be considered as overruled. However, if there be any vexation in the conduct of the plaintiff towards the de- fendant who has disclaimed, as where he replies to the answer, and serves a subpoena to rejoin, that might make a difference in the mode of taxing the costs in favor of the defendant.(3) (a) Norway v. Norway, 2 M. & K. (2) See Williams v. Longfellow, 3 278. Atk. 582. ({/) Bray v. West, 9 Sim. 429 ; see 3 Dan. Ch. Pr. 77. *PAET II. [*229] OF THE ESTATE OF TRUSTEES. OF THE NATURE, EXTENT, AND LEGAL PROPERTIES, OF THE ESTATE OE TRUSTEES ; AND OF ITS DISPO- SITION, AND LEGAL REVOLUTION. CHAPTER I. OF THE NATUEE OR QUALITY OF THE ESTATE OF TRUS- TEES; AND THEREIN WHERE THEY TAKE THE LEGAL ESTATE. I. Where the Trust Property II. Where it consists of Per- CONSISTS or Real Estate sonal Estate [236]. [229]. I.— "WHERE THE TRUST PROPERTY CONSISTS OF REAL ESTATE. At law the trustee is regarded as the real owner of the estate vested in him, whether it he real or personal ; and the nature and quality of that estate will, in general, depend upon the liniitations contained in the instrument under which he takes. However, not- withstanding the apparent simplicity of this general rule, very many cases have arisen in practice, which depend solely upon whether the legal estate is or is not vested in the trustee. The question to which we are now addressing ourselves, is — not whether the person named in the instrument shall hold beneficially, or as a trustee (for we are now supposing, that the expressions are such as to preclude any bene- ficial claim) ; but the point to be considered is — whether any legal interest at all passes to him under the limitations. , It has been already stated, that, according to the construction put upon the Statute of Uses, the legal estate in many cases will not be executed by the statute in the cestui que use on a conveyance or devise to uses, but will vest in the donee to uses, as a trustee for the 324 OF THE LEGAL ESTATE IN TRUSTEES. cestui que use, or cestui que trust, as it would have done before the statute.(a)' We have seen, moreover, that three direct modes of creating a trust of real estate arise from this construction — 1st, Where a use is limited upon a use ; 2d, Where a copyhold or leasehold estate is limited to uses; and 3d, Where the donee to uses is intrusted with duties or powers, for the *due discharge of which it is requi- L -I site that he should take the legal estate.(6)^ (a) Ante, Part I. Div. I. Chap. II. 12, Ch. 1, s. 4. [Ramsay v. Marsh, 2 Sect. ], page 63. McCord, 252; Norton v. Leonard, 12 (6) Ibid. Co. Litt. 272, a, Butl. note Pick. 157; McNish ti. Guerard, 4 Strob. VIII. ; Ibid. 290, b. n. II. ; Cruis. Dig. tit. £q. 74.] ' The intent of the statute, it was said in Vandervolger i). Yates, 3 Barb. Ch. 243, was not to defeat the beneficial interest of the cestui que use, but only to change his mere equitable interest into a legal estate of the same quality or du- ration ; and therefore, if for any reason, it could not take effect otherwise, as in the case of a trust for an unincorporated society, the trustees will take the legal estate; and see Reformed Dutch Ch. v. Veeder, 4 Wend. 494. "The Statute of Uses is in force in most of the United States. See 4 Kent's Comm. 299; French v. French, 3 N. H. 239; Marshall v. Fish, 16 Mass. 31; Norton v. Leonard, 12 Pick. 156; Bryan v. Bradley, 12 Conn. 474; 3 Binn. App. 619. Ramsay v. Marsh, 2 McCord, 252 ; West v. Biscoe, 6 H. & J. 465. In Virginia, however, though at first a part of the colonial law of the State, the statute has been repealed (in 1792), and supplied by the Revised Code (ed. 1849. p. 502); which in deeds of bargain and sale, covenants to stand seised, and of lease and release provides that the possession of the bargainor, &c., shall be transferred to the bargainee, &c., for the interest that the party has in the use, as perfectly as if the latter had been enfeoffed with livery. This is understood not to apply to any other assurances than those enumerated; (1 Loma.Y Dig. 188); and conse- quently not to a devise ; Bass v. Scott, 2 Leigh, 359. The Acts of North Carolina, Rev. Stat. (1836) 259, and of Kentucky (Morehead & Brown, 443,) are substan- tially the same words. The Revised Code of Delaware (1852) 266, provides generally that lands may be transferred by deed without livery, and that the legal estate shall accompany the use and pass with it. In Ohio, the Statute of Uses is said never to have been in force. Helferistrine v. Garrard, 7 Hamm. (Ohio) 276, In Massachusetts, it was said in Norton v. Leonard, 12 Pick. 157, that owing to the absence of a Court of Chancery there, the general rule was to treat the use as executed, except where repugnant to the manifest intention of the instrument. There is a very marked difference in this country as regards the effect of con- veyances nominally operating under the Statute of Uses, from that stated in the text. In most of the States, as Maine, New Hampshire, Vermont, Massachusetts, and others (see 1 Greenleaf, Cruise Dig. 340, note), there are statutory regu- lations, which provide in substance that deeds executed in the prescribed manner shall be valid to pass the estate to the grantee without any other formality; and in many, livery of seisin is expressly abolished : Wisconsin, Delaware, Te.ias, Ohio, North Carolina, and other States. See Thornton on Conveyancing, sub. cap. In Pennsylvania, by the Act of 17 1 5 (Dunlop, Dig. 72), all deeds and convey- ances, proved or acknowledged according to the Act, are to have the same force and effect for the giving possession and seisin, &c., as deeds of feoffment with livery of seisin. In Delaware, the legal estate is to accompany the use and pass with it. OF THE LEGAL ESTATE IN TKUSTEES. 325 The first two of these rules originated in a strict and technical construction of the words of the statute, which is expressed to apply to cases, " where any person is seised of any lands or tenements to the use of any other person." It was decided, therefore, that a use limited upon a preceding use, did not come within the provisions of the statute ; as the second cestui que use could not he said to be seised to the use. And it was held, that the legal estate was executed in the first cestui que use, who was thereupon treated in equity as a trustee for the person to whom the ultimate use or trust was limited. (c) Thus if land were conveyed by feoffment' or other mode of as- surance to A. and his heirs to the use of B. and his heirs to the use of C. and his heirs(<2) — or to B. and his heirs to the use of B. and his heirs to the use of C. in fee or for life with remainders over(e) — or to B. and his heirs to the use of B. and his heirs, in trust to permit 0. and B. to receive the rents (/); — in all these cases it has been held, that the statute executes the first use in B. and his heirs, (c) Tyrrell's Case, Dyer, 155, a; 1 146; Wagstaffu.Wagstaff, id. 258; Doe Cruis. Dig. tit. 12, Ch. 1, s. 4 to 14; 1 v. Passingham, 6 B. & Cr. 305. Pow. Dev. 220. (/) Att.-Gen. v. Scott, Forrest, 138. (rf) 2 Bl. Cora. 336. [See Jones v. Ball, 4 Harr. (Del.) 1.] (e) Whetstone v. Bury, 2 P. Wms. In all these cases it is believed the Statute operates a transmutation of the seisin, as in common law conveyances, to the first use. See 19 Am. Jurist, 1 ; Durant V. Ritchie, 4 Mason, 68. In Pennsylvania, it is said that a deed not recorded in pursuance of the Act, does not execute the possession to any use therein limited. (Sprague v. Woods, 4 W. & S. 195, Sergeant, J.); but that it merely operates as a bargain and sale if there were a valuable cou.sideration, or as a covenant to stand seised, if that of blood alone. As to the doctrine of Tyrrell's Case, that a use upon a use is void at law, it was disapproved in Thatcher i). Omans, 3 Pick. 528 ; and it is indeed doubted by Mr, Greenleaf, in his edition of Cruise's Digest, vol. 1, page 340 (see also 12 Pick. 157), whether it can be regarded as a rule of construction in the United States generally. But, though in some of the States, as New York (since the Revised Statutes), Rhode Island, and Indiana,' from the language of their Acts, it cannot be considered as any longer applicable, it was referred to in Ramsay v. Marsh, 2 McCord, 252 ; Calvert's Lessee v. Eden, 2 Harris & MoHenry, 331 ; Jackson v. Myers, 3 John. R. 396; Jackson v. Gary, 16 Id. 304; and many other cases; as existing. (See 4 Kent's Comm. 301.) And as the statutes of the majority of those States, where the 27 Hen. VIII. is not actually in force, as it is in some, appear merely to be intended to supply the want of livery of seisin, and to make all deeds, executed, &c., with the required formali- ties, equivalent to feoffments, it is conceived that so deeply-rooted a rule of conveyancing as the one stated ought not to be deemed abolished in the absence of any more express provision. Indeed, to do so, would be to destroy all passive trusts created in the conveyance of land; and this can be hardly sup- posed to have been in the intention of the 'various legislatures. ' So of a lease and release. Hurst's Lessee v. McNeil, 1 Wash. C. C. R. 70; Durante. Ritchie, 4 Mason, 65; Williams v. Waters, 14 M. & W. 166. 326 OF THE LEGAL ESTATE IN TRUSTEES. and that the legal estate is vested in him as a trustee for the parties, to whom the beneficial interest is given.' And in the case of a devise the rule of construction is the same ;(^) for it is settled, on principle and authority, that the Statute of Uses applies to uses cre- ated by will. (A) So, "where lands are conveyed by covenant to stand seised, bargain and sale, or by appointment under a power, to A. and his heirs to the use' of 5. and his heirs ; the legal estate will vest in A., and B. will take only a trust or equitable estate ; for in each of these in- stances the conveyance does not operate by transmutation of the seisin to A., but merely passes the use to him, while the seisin to serve the use remains undisturbed in the original owner, (i) The second case in which the legal estate will be vested in the trustee, is — where copyhold or leasehold estates are limited to uses. It was resolved by all the Judges in the 22d of Elizabeth, that the word ^'■seised" was only applicable to freeholds; consequently the statute was held not to apply to copyholds or terms for years ; of which no seisin can be had ; and where lands of either of those tenures are limited by deed or will to one person to the use of another, the first taker will have the legal estate, which he will hold as a trustee for the other.(A)^ These two principles of construction, however narrow and techni- cal, are now so well established, and so universally recognised and understood, that *at the present day a question can rarely L -I arise, as to whether a trustee in any of those cases does or does not take the legal estate in land under a conveyance or devise. (g) Jones V. Lord Saye and Sele, 1 (i) Gilb. Uses, 67, 347, n.; 1 Cruis. Eq. Ca.Abr. 383; Hopkins ij. Hopkins, Dig. tit. 12, Ch. 1, s. 9; 1 Sugd. Pow. 1 Aik. 581'; Marwood v. Darell, Ca. 10, 240, 6th edit. [See Jackson t). Fish, Temp. Hard. 91; 1 Pow. Dev. 220. 16 John. 304.] Qi) 1 Sugd. Pow. 172, 7th edit. ; see (Jk) Gilb. Ten. 182 ; Gilb. Us. 67, n. ; Co. Litt. 271, b. Butl. note ; 1 Sand. Us. Cowp. R. 709 ; Dyer, 369, a; Bac. Read. 195; 2Fonbl. Tr. Eq. 24, n. c; 1 Pow. 42; 1 Cruis. Dig. tit. 11, Ch. 3, s. 22, and Dev. 209. [Ramsay v. Marsh, 2 Mc- tit. 12, Ch. 1; Pow. Dev. 232; 1 Sugd. Cord, 252.] Pow. 10. ' In a conveyance to A. and his heirs, " in trust for the use of B. (a married woman) and her heirs, with power to the said B. to dispose of the same, by an instrument in writing duly executed in the nature of a last will and testament," the legal estate is vested at once in B. and her heirs. Moore v. Shultz, 13 Penn. St. R. 98. The mere addition of the words " for her sole and separate use," in a trust for a married woman, will not by itself convert a use executed into a trust. Williams v. Waters, 14 M. & W. 166. 2 Rice D. Burnett, 1 Spear's Eq. 579;^Pyrom ■u.Mood, 2 McMullan, 293. But in Virginia the Revised Code, using the word " possessed " instead of " seised" (see note to page 229), is understood to apply to both personal and real estate. Tabb V. Baird, 3 Call, 482; but see the remarks of Judge Lomax in 1 Lom. Dig. 196- / OE THE LEGAL ESTATE IN TRUSTEES. 327 We shall see presently, however, that there may be considerable dif- ficulty in defining the extent and duration of the estate thus vested in him. The third and last rule of construction, as it is less technical, and founded more on general principles, so it may be sometimes found more difficult of application. This rule is — that the legal estate will be held to vest in the donee to uses, in order to enable him to per- form the duties with which he is intrusted ; and it was established at a very early period, and has since been generally acted upon.(Z)^ Thus where there is a conveyance,(m) or devise,(w) of real estate to trustees and their heirs, to sell or mortgage for the payment of debts ; or with the money to purchase other lands to be settled to certain uses ; the legal estate will be vested in the trustees, and not in the persons to whom the use is subsequently limited.(o) (1) And {l) Feame's Op. 422; 1 Cruis. Dig. (o) Bagshawew. Spencer, 1 Ves. 142; tit. 12, ch. 1, s. 14, 25. Keenei;.Deardon, 8 East,248; Feame's (m) Keene v. Deardon, 8 East, 248. Op. 422; Sanford v. Irby, 3 B. & Al. [Chamberlain v. Thompson, 10 Conn. 654: 1 Cruis. Dig. tit. 12, Ch. 1, s. 21; 244.] 1 Pow. Dev. 221, n. 7 ; but see Popham (n) Bagshawe v. Spencer. 1 Ves. 142. v. Bampfield, 1 Vern. 79. (1) In an early case, where a testator devised lands to trustees for the payment of his debts, and after his debts paid, then in trust for the use and benefit of A. and his heirs male ; it was held, that the legal estate was executed by the Statute of Uses in A. This decision might well be consistent with the fact of the trustees taking a chattel interest for a term of years for the payment of the debts: but from the report of the case in Vernon, the court seems to have considered that they did not take any legal interest. However, no claim was raised by the trustees, who on the contrary seem expressly to have admitted the legal title of A. The decision therefore cannot be regarded as a. binding authority on that point. Popham V. Bampfield, 1 Vern. 79. ■This rule has been generally adopted in America. Brewster v. Striker, 2 Comst. 19; Norton ■«. Leonard, 12 Pick. 157; Morton v. Barrett, 22 Maine, 261 ; Porter v. Doly, 2 Rich. Eq. 52; McNish v. Guerard, 4 Strobh. Eq. 74; Striker v. Mott, 2 Paige, 387; Vail v. Vail, 4 Paige, 317; McCosker v. Brady, 1 Barb. Ch. 329 ; Ashhurst v. Given, 5 W. & S. 323 ; Vaux v. Parke, 7 W. & S. 19 : Posey v. Cook, 1 Hill, S. C. 413; Wood v. Wood, 5 Paige, 596. In Massachusetts, how- ever, it was said to be the general rule to treat the use as executed, except where it would be manifestly repugnant to the intention. Norton v. Leonard, 12 Pick. 157. See Leggett v. Perkins, 2 Comst. 297. But where a tract of landwas conveyed to a father in fee to have and to hold in trust for his children then alive and named in the deed, and such other children as might be born of the body of his wife, " to be divided among them equally, share and share alike ; and until such division shall take place, to be occupied and used entirely and specially for the maintenance and support of the aforesaid children," it was held, that the legal estate vested in the children named in the deed, subject to open and let in after- born children. McNish v. Guerard, 4 Strobh. Eq. 66. 328 OF THE LEGAL ESTATE IN TRUSTEES. this construction will not be affected by the existence of a power given to one of the beneficial tenants for life to control the sale of part of the estate by the trustees. (p) And although the direction for the payment of debts or legacies out of the proceeds of the land is only in aid of the personal estate, the trustees will notwithstanding take the legal estate instanter, in- dependently of the fact of its eventual applicability. (5') However, it is otherwise where the charge of debts, &c., on the real estate is expressly contingent upon the insufficiency of the per- sonalty, or on the deficiency of any particular fund, which is desig- nated for the payment in the first instance ; for in that case the trus- tees will not take an immediate vested legal estate. (r) And a mere charge of debts or legacies on real estate will not of itself vest the legal estate in the trustees, unless they are also ex- pressly directed to pay them, or the will contains some other indi- cation of an intention to create a positive trust for the purpose.(s) For instance, where a testator, as to his real and personal estate, subject to his debts, legacies and funeral expenses, devised the same unto M. and W. and their heirs, upon trust, and to and for the seve- r^nqoT "^^ yises, &o., ^following, that is to say, to the intent that L "^ they (the trustees) should in the first place apply his personal estate in discharge of his debts, &c. ; and as to his real estate, subject to his debts and such charges as he might then or thereafter think proper to make, he gave and devised the same unto R. P. for life with remainders over. The court held that the legal estate was exe- cuted in R. P. for his life. Lord Alvanley said, unless it appeared manifestly that the testator intended that the trustees should he active in paying the debts, the legal estate would not vest in them ; and although his Lordship admitted that it would be much more conve- nient that the trustees should take the legal estate, yet he hem, that as there was no such apparent intention on the face of the will, the court could not from an argument ah inconvenienti construe the tes- tator to have said, what he in fact had not said.(i) Again, where there is a direction for the trustees to demise the estate for a term of years, though at rack rent, the term must take effect out of their interest, and for that purpose it is essential, that (p) Wykham v. Wykham, 18Ves. 1 Jarra. Pow. Dev. 224, n. ; but see Gib- 395, 413. son v. Lord Montfort, 1 Ves. 485. (g) Murthwaite v. Jenkinson, 2 B. & (s) 1 Jarm. Pow. Dev. 224, n. [Doe Cr. 357; 1 Jarm. Pow. Dev. 224, n.; v. Claridge, 6 C. B. 659.] see Wykham 1). Wykham, 18 Ves. 395; {t) Kenrick v. Lord Beauclerk, 3 B. see 413, 14. & P. 178 ; Doe d. Cadogan v. Ewart, 7 (r) Goodtitle v. Knott, Coop. 43 ; Ad. & Ell. 636, 668. Hawker v. Hawker, 3 B. & Aid. 537 ; OF THE LEGAL ESTATE IN TRUSTEES. 329 \, they should take the legal estate.(M) And, as we shall see presently, the legal fee will vest iu the trustees by virtue of such a ^rust.(a;) However, if a mere power of leasing be given to the trustees, a g3od legal term may be created by the exercise of that power, and thg legal estate will not vest in them unless the general construction in l(ther respects require it.(y)' S9 where there is a gift of real estate to trustees, with a direc- tion , to conYey,(z) or to pay the rents and profits to certain per- sons -/a) or to receive the rents, and apply them for the maintenance of an individual during his life ;(6) or to pay an annuity out of the rents to a person for life ;(c) or after deducting rates, taxes, repairs and expenses, to pay every year such clear sum as should remain to A. B. •,[d) in all these cases it has been held, that the seisin or pos- session of the legal estate is requisite for the due performance of the duty imposed on the trustees, and consequently, that the persons to whom the use is subsequently given, take only a trust or equitable estate. In many cases, however, as we shall shortly have occasion to consider, the duration of the legal estate vested in the trustees (ij) Doe d. Tompkins i;. Willan, 2 B. Leicester d. Biggs, 2 Taunt. 109; Bro. & Aid. 84 ; Doe d. Keen v. Walbank, 2 Abr. til. Feoffment al Use, 52. [Ramsay B. & Aid. 554. [Osgood v. Franklin, 2 v. Marsh, 2 McCord, 252; Wood v. J. C. R. 20; Brewster v. Striker, 2 Comst Wood, 5 Paige, 596 ; Vail v. Vail, 4 Id. 19, so where the power to lease is only 317; 2 Comst. 33; Barker'!). Greenwood, implied from an absolute direction to 4 M. & W. 749.] sell; Burr v. Sim, 1 Whart. 266.] (6) Sylvester v. Wilson, 2T. R. 444 ; (2:) See next chapter. See Doe d. Hallen v. Ironmonger, 3 (3/) Doe d. White v. Simpson, 5 East, East, 533. 162 ; Doe d. Tompkins v. Willan, 2 B. (c) Chapman v. Blisset, Forr. 145 ; S. & Aid. 84. C, Ca. Temp. Talbot, 145; Jones v. Lord (z) Garth d. Baldwin, 2 Ves. 645; 1 Saye and Sele, 1 Eq. Ca. Abr. 383; Pow. Dev, 222; Mott v. Buxton, 7 Ves. Naylor v. Arnitt, 1 R. & M. 501 ; Curtis 201; Doe d. Shelley d. Edlin, 4 Ad. & v. Price, 12 Ves. 89; Doe d. Cadogan Ell. 582. V. Ewart, 7 Ad. & Ell. 636, 668. (o) Symson v. Turner, 1 Eq. Ca. Abr. (d) Shepland v. Smith, 1 Bro. C. C. 383, n. ; Garth v. Baldwin, 2 Ves. 645; 74; see Brown v. Ramsden, 3 Moore, Robinson v. Grey, 9 East, 1; Doe d. 612;Tiernyd.Gibbst).Moody,3Bing. 3. ' In Brewster u. Striker, 2 Comstock, 19, however, a testator had devised his estate to his three grandchildren and their heirs for ever. He then directed it to be ''disposed of" by his executors and the survivors of them, &c., thus, "The said real estate shall not at anytime hereafter be sold or alienated, but my said executors, or the survivors, &c., shall from time to time lease or rent the same on such terms as they shall deem most advantageous to my said heirs, and the rents, is- sues and profits of the same shall be annually paid to my said heirs in equal pro- portions, and if either of ray children should choose to occupy any part of my said estate, he, she, or they shall have a preference over any other applicant, on paying a reasonable rent for the same." The Court of Appeals (Judge Johnsoa dissenting) held that the executors took the legal estate by implication. But see Doe V. Cafe, stated post, 242. 330 OF THE LEGAL ESTATE IN TRUSTEES. will be limited to the continuance of the duties, which they are re- quired to perform.(e) Where the rents, &c., are directed to be paid by the trustees to a feme covert for her separate use, that will be an additional reason for inducing the court to hold, that the trustees will take the leg*! estate.(/) *The cases, however, have established a very material iis- L -I tinction, where the direction to the trustees is, not to fay over the rents and profits to another person, but to permit and s'jffer him to receive them. In the former case the trustees must neces- sarily receive the rents, and they will take the legal estate for that purpose ; but- in the latter case no such receipt by the tru&tees is requisite ; and the legal estate will be vested by the statute in the person who is to receive the rents. (^y In the early case of Burchett v. Durdand,(A) this distinction was denied ; but the decision in that case was afterwards expressly over- ruled, and the rule of construction as stated above has ever since been recognised and acted upon as law, although on one occasion, Sir James Mansfield, while yielding to the weight and current of the authorities, strongly questioned the soundness and propriety of the distinction. (?) Where both expressions are used, and the direction to the trustees is in the alternative "to pay unto" or "to permit and suffer" the person to receive the rents, it seems that the construction will be governed by the expression which is posterior in the local order of the sentence. Thus where the direction, to "permit and suffer" A. to receive the rents, comes after the trust " to pay to him," it has been held, that the last expression controlled the effect of the pre- vious direction " to pay," and carried the legal estate to A., to the ex- (e) See next chapter. the legal estate in the wife. Williams v. If) Nevill V. Saunders, 1 Vern. 415; Waters, 14 M. & W. 166.] Southri.AUeyne, 5 Mod. 63, 101; Lord (g-) Broughton v. Langley, 2 Ld. Saye and Sele v. Jones, 1 Eq. Ca. Abr. Raym. 873 ; S. C. Salk. 679 ; Doe d. 383 ; S. C. 3 Bro. P. C. 1 13 ; Bush v. Al- Leicester v. Biggs, 2 Taunt. 109; Eight len, 5 Mod. 63; Robinson v. Grey, 9 d. Phillips o). Smith, 12 East, 455; Gre- East, 1; Hawkins v. Luscombe, 2 Sw. gory v. Henderson, 4 Taunt. 772. [See 375, 91. [McNishw. Guerard, 4 Strob. Parks v. Parks, 9 Paige, 107; Ramsay Eq. 75; Barr v. Scott, 2 Leigh, 256; v. Marsh, 2 McCord, 252; Barker «. Rogers v. Ludlow, 3 Sandf. Ch. 104. Greenwood, 4 M. & W. 429. But a conveyance by a woman by way (A) 2 Ventr. 312. of marriage settlement, to a truislee after (i) In Doe d. Leicester v. Biggs, 2 marriage, in trust for herself for life,^r Taunt. 109. her own sole and separate use, &c., vests ' A trust to have and hold the estate to the use and benefit, and to apply the rents, issues, and profits, to and for each of the children of A., is executed in the children, notwithstanding the word " apply.'- Laurens v. Jenney, 1 Spears, 356. OF THE LEGAL ESa;ATE IN TRUSTEES. 331 elusion of the trustees.(A;) It has been observed by Mr. Jarman, that the repugnancy in such a case might be avoided by construing the devise to give the trustees an option. (Z) However' notwithstanding a direction in a will for the trustees to permit and suffer another person to receive the rents, yet if any ad- ditional duty be imposed upon the trustees, either expressly or by implication, which requires that they should have the legal estate, this distinction will not be suffered to prevail ; but the legal estate will vest in the trustees, to enable them to perform the trust.(m)' Therefore, where a testator devised his freehold and copyhold estate to his executors thereinafter named and their heirs, executors, and administrators, for and during the life of his son to the intent to support the contingent remainders after limited, but in trust never- theless to permit and suffer the son to receive the rents and profits for his own use during his natural life ; and from and after his son's decease, the testator devised the same estate to his son's first and other sons in tail ; Lord Eldon held, that the son did not take the legal estate, which was necessarily vested in the trustees for the pur- pose of preserving the contingent remainders. (w) And so where a controlling power is given to the trustees ; as where *there was a trust to permit and suffer a woman to receive the rents, but a direction was added, that her re- ■- ^ ceipts, with the approbation of one of the trustees, should be good ; the court thought, that the legal estate was vested in the trustees, it being clearly intended, that they should exercise a control. (o) Upon the same principle, where the trust is for the trustees to per- mit and suffer a feme coverte to receive the rents for her separate use, the legal estate will be held to vest in the trustees, in order to effectuate the testator's intention to give the feme coverte the exclu- sive beneficial interest. For, as was said by Lord Kenyon, if the (A) Doe d. Leicester v. Biggs, 2 Taunt. 2 Denio, 9 ; Barker v. Greenwood, 4 M. 109; 1 Jarm. Pow. Dev. 222, n.; and & W. 431.] see Pybus v. Smith, 3 Bro. C. C. 340. (o) Gregory v. Henderson, 4 Taunt. (J) 1 Jarm. Pow. Dev. 222, n. 772 ; [cited with approbation in Barker (m) Fearne's Op. 422; 1 Cruis. Dig. v. Greenwood, 4 M. & W. 430, and see tit. 12, ch. 1, s. 25; iJarm. Pow. Dev. New Parish v. Odiorne, 1 N. H. 232;] 222, n.; Keene -u. Deardon, 8 East, 248. but see Broughton v. Langley, 2 Ld. (m) Biscoe V. Perkins, 1 V. & B. Raym. 873 ; Salk. 679 ; 1 Pow. Dev. 485, 9; [SeeVanderheyden «. Crandall, 216, 7. ■In Barker v. Greenwood, 4 M. & W. 421, where there was a devise in trust to permit and suffer the testator's widow to receive the net rents and profits, it was held that the legal estate must remain in the trustees ; inasmuch as " the trustees were to receive the gross rents, and after paying out of them the land tax and any other charges on the estate, to hand over the net rents to the tenant for life." See White v. Parker, 1 Bingh. N. C. 673, where the same effect was given to the word " clear." 332 OP THE LEGAL ESTATE IN TRUSTEES. legal estate vested in the married woman, the husband would be en- titled to receive the profits, and so defeat the object of the devisor.(j9y So where the devise was to trustees and their heirs, in trust out of the rents to pay certain life annuities, and subject to those annui- ties, to permit and suffer certain persons to receive and' take the rents and profits during their lives, the legal estate was held to vest in the trustees and not in the beneficial tenant for life. In that case there was also a power for the trustees, with the consent of the be- neficial tenant for life, and after his death of their own discretion, to sell any part of the estate for the purpose of raising money for the advancement of the children, (g') It has been laid down, that in all these cases the question, whether the use with the legal estate is executed in the trustees or not, must depend upon the intention of the devisor, as collected from the will.fr) This dictum, however, as has been explained by Mr. Jarman, means only, that the intention of the testator may control the operation of the Statute of Uses by fixing the legal estate in the first devisee; for it clearly will not be sufiiered to extend that operation in contraven- tion of the established rules of law, so as to execute a use limited upon a previous use, or upon a devise of a copyhold or leasehold estate. (s) In the cases just considered, the intention, that the trustees should take the legal estate, was collected and acted upon by the court from the circumstances and nature of the duties imposed upon them by the testator. Any particular expressions attached by a testator to a devise to trustees, will also be taken into consideration as evidence, from which such an intention may be collected. Thus, where a testator gave to his wife 200Z. per annum in addi- tion to her jointure, and, his just debts being previously paid, he gave unto his younger chilren 6000Z. each to be paid when they seve- rally reached twenty-one, and he appointed three persons by name (p) Harton v. Harton, 7 T. R. 652 75; Barr u. Scott, 2;Leigh, 256 ; Rogers [see the remarks on this case in 14 M. u. Ludlow, 3 Sandf. Ch. 104.] & W. 172] ; and see Hawkins v. Lus- (5) Naylor v, Arnitt, 1 R. & M. 501. combe, 2 Sw. 391; Bush v. Allen, 5 (r) Per Lord Kenyon in Harton 1). Mod. 63 ; Neville v. Saunders, 1 Vern. Harton, 7 T. R. 653, 4; see 1 Cruis.Dig. 415. [McNish V. Guerard, 4 Strob. Eq. tit. 12, ch. 1, s. 25. (s) 1 Jarm. Row. Dev. 217, n. 3. ' So, when'.in a marriage settlement, the real and personal estate of the intended wife was vested in a trustee, till marriage, and then '■ in trust to permit" the husband and wife "to have, use and possess" the same during their joint lives, &c. ; and it was provided that the real and personal estate might be altered, sold, and exchanged, with the joint consent in writing of the trustee and cestui que trust, provided the proceeds were vested in other property, to be held subject to the same trusts. Rice v. Burnett, 1 Spear's Eq. 580. See, as to Marriage Set- tlements generally, Magniac v. Thompson, 1 Baldwin, 344. OF THE LEGAL ESTATE IN TRUSTEES. 333 as trustees of inheritance for the execution thereof; or a case sent to the Court of King's Bench by the Lord Chancellor (Lord Eldon), the majority of the judges, in consideration of those expressions, cer- tified that the trustees took the legal estate in fee. A previous cer- tificate by the Court of Common Pleas,* that the trustees took no estate, was not considered satisfactory by the Lord L J Chancellor, -who in consequence sent a second case for the opinion of the court.(i) Where several different trusts are created indiscriminately by the same -will, some of which require the legal estate to be vested in the trustees, while the same necessity does not exist as regards the others, the legal estate will vest and remain in the trustees through- out ; and will not be devested and revested again from time to time, as the different trusts take effect. And this will be the case, al- though the trusts, which requires the existence of the legal estate in the trustees (as for instance trusts for the separate use of feme eovertes), are not limited to arise until the determination of previous interests, which would otherwise clearly carry with them the legal estate, (m) The Statute of Uses in terms expressly applies to persons seised to the use, trust, or confidence of any other person. Therefore, if lands are conveyed, or devised, to A. and his heirs in trust for B. and his heirs ; or to the intent and purpose, that B. should receive the rents and profits for life ; in either case the use or legal estate will be vested in B., in the same manner as if the estate had been limited to his use. The words "use" and "trust," said Lord Ellenborough, are both equally within the operation of the statute. (a;)^ And where a testator in the course of a series of limitations, some- times uses the word "use," and sometimes "trust;" that will not prevent the statute from executing the legal estate in the^ latter case, if it appear, that the two expressions were used indifferently by the testator, (t/) So if a gift were made to trustees and their heirs for the henefi,t of B., or any other expression of similar import were used, there can be little doubt but that the legal estate would be executed by the sta- (J.) Trent v. Banning, 10 Ves. 495; Right w. Smith, 12 East, 454; Hummer- S. C. IB.&P. N. C. 116; 7 East, 95. ston's case, Dyer, 166 a, n. (9); Bacon, (m) Hawkins v. Luscombe, 2 Sw. Uses, 47; 1 Cruis. Dig. tit. 11, ch. 3, s. 375, 391. [See post, 242, note.] 33; Co. Litt. 290, b, Butl. note. [See {x) Doe d. Terry ». Collier, 11 East, Jackson v. Fish, 10 Johns. R. 455.] 377 ; Eure v. Howard, Free. Ch. 338, (?/) Doe d. Terry v. Collier, 1 1 East, 345 ; Broughton v. Langley, 2 Salk. 679 ; 377. [See Parks v. Park, 9 Paige, 107 .] ■ A devise of real estate to trustees, to hold the same to them and their heirs in trust, to and for the use and behoof of A., &o., vests the legal estate in the cestui que use. Ramsay v. Marsh, 2 McCord, 252. See Moore v. Shultz, 13 Penn. St. R. 98. 334 OF THE LEGAL ESTATE IN TRUSTEES. « tute in B., unless the general intention of the donor required, that it should be vested in the trustees. (3) - It is almost needless to add, that, where the conveyance or devise is to and to the use of the trustees, they will take the legal estate by virtue of the limitation, without the aid of any reasoning derived from the nature of the trust.(a) It not unfrequently happens, that a testator merely gives his trus- tees a power of disposing of the estate, without making an express devise to them. In this case it is clear, that the trustees will not take the legal estate, although the exercise of the powers may be impera- tive ; but the legal estate will descend to and remain vested in the heir of the testator, until devested by the execution of the power. For instance, where a testator devises that his executors or other per- sons shall sell, or let, or mortgage, or otherwise dispose of his estate for payment of his debts, &c. ; or directs, *that his executors L -I shall raise his debts out of his estate ; it has been decided, that no estate vests in the devisees, but simply a power of disposition.(})' It may be observed here, that the usual estate given t,o trustees in settlements to preserve contingent remainders is a vested estate.(c) (2) See Fearne's Op. 422 j 1 Cruis. Fowler u. Jones, 1 Cha. Ca. 262; Yates Dig. tit. 12, ch. 1, s. 25. v. Compton, 2 P. Wms. 308; Bateman (a) Whelslone'V. St. Bury, 2 P. Wms. v. Bateman, 1 Atk. 421; Lancaster ». 146; S. C. Preo. Ch. 591; Syrason v. Thornton, 2 Burr. 1027; Hilton 1;. Ken- Turner, 1 Eq. Ca. Abr. 383, pi. 1; Hop- worthy, 3 East, 553; Co. Litt. 113 & kins u Hopkins, 1 Atk. 581 ; Hawkins 290, b, n. IX.; 1 Pow. Dev. 233; 2 V. Luscombe, 3 Sw. 376, 388; 1 Jarm. Sugd. Pow. 174, 6th edit. Pow. Dev. 224 n.; Keene v. Deardon, 8 (c) Co. Litt. 265, a, n. 2 ; 337, b, n. 2. East, 248. [Laurens v. Jenney, 1 Spears, 365.] (6) Reeve v. Att.-Gen. 2 Atk. 223; ' It is the general rule in the United States, that a devise or direction that exe- cutors shall sell or charge for payment of debts, gives no estate in the land, but simply a power. Peter v. Beverly, 1 How. U. S. 134: 16 Pet. 532;Buir«. Sim, 1 Whart. 266 ; Guyer v. Maynard, 6 Gill & Johns. 420 ; Shellin v. Homer, 5 Mete. 462; Bradshaw v. Ellis, 2 Dev. & Batt. Eq. 20; Hope v. Johnson,- 2 Yerg. 123; Jameson v. Smith, 4 Bibb, 349; 4 Kent's Comm. 320. See Dabneyi). Man- ning, 3 Ohio R. 221. But in Pennsylvania, by the act of 1834, J 13 (Dunlop, page 518), where executors have merely a naked authority to sell real estate, they are nevertheless to take and hold the same interest therein, and have the same powers and authorities over such estate, for all purposes of sale and convey- ance, and also of remedy by entry, action, or otherwise, as if the same had been devised to them to be sold, except where otherwise directed; and see, as to New York, 4 Kent's Com. 321. In Fay v. Fay, 1 Cush. 94, trustees by will were authorized and empowered " to grant and sell the whole or any part of the testa- tor's estate, real or personal, with full power to execute deed or deeds effeotaa in law to pass a complete title," and it was held that they had not the legal estate See post, 471, &o. OF THE LEGAL ESTATE IN TEUSTEES. 335 II.— WHERE THE TRUST PROPERTY CONSISTS OF PERSONAL ESTATE. The refinements and complication attending conveyances or de- vises to uses, are confined to assurances of real estate ; and the more simple mode of disposition of chattels personal seldom admits of any question, as to the nature or quality of the estate given to the trus- tees of such property. As a general rule, the legal interest in a chattel will pass by an assignment or bequest to the donee in trust.' There is an exception to this rule in the case of ohoses in action, which are not assignable at law; although it has been long settled, that an assignment of an interest of that description for valuable con- sideration will be recognised and enforced in equity.{l) It is there regarded as in the nature of a declaration of trust on the part of the assignor, and an agreement by him to permit the assignee to make use of his name at law in order to recover the possession.(d) Therefore if a bond, or other debt, or policy of insurance, the bene- fit of a decree or judgment, or any other chose in action, be assigned or bequeathed to a person in trust, the donee in trust will take only an equitable interest, and the legal title will remain in the assignor, or will devolve on his personal representative upon his death, as a trustee for the person beneficially interested. (e) Where the property may be made the subject of a legal transfer, — as is the case with bills, or promissory- notes, shares, or stock in the public or other funds, — an assignment, when completed and perfected in the manner prescribed by the law, will of course operate to vest the legal ownership in the trustee. But where the gift is by will, the assent of the executor to the bequest will be necessary to complete the legal title of the trustee. (/) (d) Co. Litt. 232 (6), n. 1 ; 1 Mad. Exors. 547. [See the notes to Ryall Ch. Pr. 686, 3d edit. v. Rowles 2 Lead. Cas. Eq. p. ii, 201.] (e) 1 Mad. Ch. Pr. 686; 1 Wms. (/) 1 Wms. Exors. 526; 2 id. 843. (I) The effect of a voluntary disposition or attempted disposition of a chose in ac- tion in trust, and how far such a trust can be enforced, has been considered in a previous chapter. ' In the case of personal estate, it not being within the Statute of Uses, the legal title remains in the trustee till the purposes of the trust are accomplished. Rice V. Burnett, 1 Spear's Eq. 590 ; Schley v. Jones, 6 Georgia, 530. The equitable interest of a husband in personalty under a marriage settlement, therefore, cannot be taken in execution by his creditors. Rice v, Burnett ut supr., low v. Hodges, 1 Spear's Eq. 593. But where all the objects of the trust are at an end, the abso- lute estate is in the person entitled to the last use. Possession in such case is sufficient, without a formal conveyance. Rice «. Burnett, 1 Spear's Eq. 587; Dunkin Ch. See Bringhurst v. Cuthburt, 6 Binn. 398. 336 OF THE LEGAL ESTATE IN TRUSTEES. • It has been already seen that, -where the same person is ap- pointed executor of a will as well as trustee, the probate of the will by him will be an acceptance of the trust. (^) It sometimes becomes material to ascertain the period at which the party has assumed the latter character, and devested himself of the former ; for the powers and liabilities of trustees and executors with regard to the adminis- tration of the estate are not in *all respects identical •,{h) and L -■ questions not unfrequently arise on acts of parliament, the provisions of which apply to persons filling the one situation, but do not apply to those in the other, (i) It is frequently difficult to ascertain the precise time when the possession in the character of executor or administrator ceases, and that in the character of trustee commences. Every case must depend upon its own circumstances. (A)^ In one case, a testator gave all his real and personal estate to two persons (whom he afterwards ap- pointed executors) in trust to sell for the benefit of his children ; and he gave his wife an annuity of 2501. for her life, and all the residue of his estate to his children absolutely ; the testator died in the year 1816. The executors had long since passed their accounts at the stamp-office, and paid the testator's debts and legacies, and they had purchased in their joint names a sum of stock sufficient to answer the wife's annuity, the dividends on which were duly paid to her down [Story's Eq. § 591; but in Pennsylvania Exors. 620. [Myers ». Davies, 10 B. it is different; Holioback v. Vanbus- Monroe, 396.] kirk, 4 Dall. 147.] (i) See Ex parte Dover, 5 Sim. 500; (g-) Ante, p. [214 and notes]; 2Wms. Philippo v. Mannings, 2 M. & Cr. 309; Exors. 1105; Mucklow v. Fuller, Jac. Denne -u. Judge, 11 East, 288. 198; Booth v. Booth, 1 Beav. 125. (4) See 1 Wms. Exors. 405,6 ;Byrch- (fe) See Right v. Cathell, 5 East, 491 ; all v. Bradford, 6 Mad. 235. [De'Pey- Denne v. Judge, 11 East, 288; 2 Wms. ster v. Clendinning, 8 Paige, 310; Py- rum V. Mood, 2 McMull. 288.] 'A will contained the following clause: "For the purpose of having my estate properly settled and administered during the minority of my children, I do appoint my dear wife A. my sole executrix, and I do bequeath and devise the same, both real and personal, to her, in trust, with full powers to sell, either at public or private sale, all or any part thereof, and the proceeds to invest and resell at her discretion, for the purpose of paying my debts and legacies, or for a more advantageous investment, and good and sufficient deeds, &c., to make therefor; it being my intention and will that my estate shall be kept together, and held in common for her benefit and that of my children, until they shall come of age respectively, at which time, and as soon after as any one of them comes of age, he or she is to receive their proportion, it being always understood that my wife is to receive an equal proportion of my estate, she and they having share and share alike." It was held that this was a devise in trust to the wife of all the estate, in her individually, and not as executrix, and that her refusal to qualify as executrix did not affect the trust'. Hitchcock v. Bank of U. S., ^ Alab. 386. OF THE LEGAL ESTATE IN TRUSTEES. 337 to January, 1834. The residue had been divided amongst the testa- tor's children. In June, 1834, one of the trustees and executors died ; and the other having gone abroad, the widow and children pre- sented a petition, under Sir Edward Sugden's Act (1 "Will. IV. c. 60), for the appointment of a new trustee ; on the ground that the original executors and trustees had relinquished all control over the stock as executors, and assumed the character of trustees, so as to bring them- selves within the operation of the act. The Vice-Chancellor (Sir L. Shadwell), in making the usual reference to the Master, directed an inquiry as to the circumstances under which the stock was originally invested and then remained in the names of the two executors ; and upon the Master's report, finding that the surviving executor was a trustee within the meaning of the act, his Honor subsequently made the order as prayed by the petition.(Z) In another case a testator amongst other bequests gave the sum of 400Z. to Buscall (whom he afterwards appointed executor) in trust to invest, and pay the dividends to a party for life, and finally to pay over the principal as directed by the will. The testator died in 1787. The executor paid all the testator's debts and other legacies, and set apart the sum of 400?. to answer the legacy in trust ; and he died in the year 1799, having appointed the defendant Munnings his execu- tor. The bill was filed in the year 1884 by the parties beneficially entitled to the 400Z. legacy against Munnings for the payment of that sum. The defendant by his answer admitted, that the sum of 400Z. had been set apart, and invested by Buscall on the trusts of the will, and also that the same fund had been invested, and the income received by himself ; but he insisted, that the suit, being to recover a legacy, was barred by the 40th section of the recent Statute of Limitations (3 & 4 Will. IV. c. 27). The Lord Chancellor (Lord Cottenham), in deciding in favor of the plaintifis, observed, " The whole fallacy of the defendant's argument consists in treating this suit as a suit for a legacy. Now the fund ceased to bear the character of a legacy, as soon *as it assumed the character of a trust i-^oqqt fund. Suppose the fund had been given by the will to any- '- -' body else, as a trustee, and not to the executor, it would then b,e clearly the case of a breach of trust. What he would have done hy •paying it to a trustee, he has done hy severing it from the testator's property, and appropriating it to the particular purpose pointed out by the will. It is impossible to consider that the executor, so acting, is acting as an executor : he has all this while been acting as trus- tee."(m)' (/) Ex parte Dover, 5 Sim. 500. (m) Phillippo v. Munnings, 2 M. & Cr. 309, 315. ' Where one is both executor and trustee, the presumption after twenty years is 22 338 OP THE EXTENT AND DURATION OF THE This question can only arise respecting personal estate ; for when real estate is given to persons in trust by a will, and the same per- sons are also appointed executors, they will take the land as devisees from the first, although the trust is to sell ; and will have nothing to do with the real estate as executor s.{n) C*239] ^CHAPTER 11. OF THE EXTENT AND DUKATION OF THE ESTATE OF TEUSTEES. I. Where their Estate is ance, or stirrender, will CREATED BY WlLL [239]. BE PRESUMED [253]. II. Where their Estate is V. Of the Application of the CREATED BY DeED [248]. STATUTES OP LIMITATION III. Of THE Merger op their between Trustees and Estate [252]. Cestui que Trusts [263]. IV. In what Cases a Eeconvey- I.— WHERE THEIR ESTATE IS CREATED BY WILL. With regard to the extent and duration of the estate vested by will in a trustee, previously to the recent Will Act (1 Vict. c. 26), the general rule was, that the trustee took exactly that quantity of interest which the purposes of the trust required ; and the question was, — not whether the testator had used words of limitation, or ex- pressions adequate to carry an estate of inheritance ; but whether the exigencies of the trust demanded a fee, or could be satisfied by any and what less estate. (a)' Therefore the estate devised to trus- (n) Denne v. Judge, 11 East, 288. case cited; Co. Litt. 290, b, Butl. note (a) 1 Jarra. Pow. Dev. 225, n. and VIII. that the estate is fully administered, and that the funds are held in the capacity of trustee. Jennings v. Davis, 5 Dana, 127. So, after the actual settlement of the estate. State v. Hearst, 12 Mis. 365. In Graham v. Graham, 17 Jurist, 569, a testator, by his will, devised and bequeathed the residue of his real and personal estate to his wife J. G. and another person upon trust to sell and convert, as therein mentioned, and appointed J. G. sole executrix. By a codicil he revoked the appointment of his wife as executrix, " as the duties were too arduous for a lady to perform," and appointed three other persons " executors in trust" of his will. It was held by the Master of the Rolls that the testator did not revoke the appointment of his wife as trustee. As to when an executor may renounce as such, without affecting his character as trustee, see ante, note to p. 190. ■ See Payne v. Sayle, 2 Dev. & Batt Eq. 460 j Norton v. Norton, 2 Sandf. Sup. Ct. 297; NiooU v. Walworth, 4 Denio, 385; Hawley v. James, 5 Paige, 318; ESTATE OF TRUSTEES OP A WILL. 339 tees would be either restricted, or extended, as the exigencies of the trust required. And 1st. The estate of the trustees would be confined and restricted to such a partial or less extensive interest, as would be sufficient to carry out the purposes of the trust. Thus, although the devise were expressly to the trustees and their heirs, it has frequently been decided, that if the duties imposed on the trustees required only an estate pur autre vie to be vested in them, their legal interest would be cut down to that extent, notwith- standing the express limitation to them in fee.(6)' In the case of I^ord Saye and Sole v. Jones,(c) lands were devised to trustees and their heirs in trust to pay several legacies and annui- (6) Lord Saye and Sele v. Jones, 1 (c) Lord Saye and Sele v. Jones, 1 Eq. Eq. Ca. Abr. 383; S. C. 3 Bro. P. C. Ca. Abr. 383 ; S. C. 3 Bro. P. C. 113. 113; Doe d. Player v. NichoUs, 1 B. [This case was commented on and &Cr. 342; Chapman u. Blissett, Forr. questioned in Ex parte Gadsden, 3 Rich- 145; Shapland v. Smith, 1 Bro. C. C. ardson's Rep. App. 468] And see Doe 75; Doe v. Hicks, 7 T. R. 433 ; Nash d. Allen v. Ironmonger, 3 East, 533 ; V. Coates, 3 B. & Aid. 839; Warter v. Robinson v. Grey, 9 East, 1, to the Hutchinson, 5 Moore, 153, and 1 B. & same effect. [Doe v. Claridge, 6 C. Cr. 721; 1 Jarm. Pow. Dev. 225, n.; B. 641.] Co. Litt. 290, b, Buti. note; Heardson V. Williamson, 1 Keen, 33. Combry v. McMichael, 19 Alab. 751 ; Mr. Grifenleaf s note to Cruis. Dig. vol. 1, page 344. Under a statute making the use of the word " heirs," unnecessary to carry a fee in a will, a devise to A., in trust for B. and her children, gives a fee to the trustee, and on the death of the cestrM que trusts named, the trust does not result, but descends to their heirs. Gill v. Logan, 11 B. Monroe, 233. ' In Watson v. Pearson, 2 Exch. 593, the rule is laid down by Baron Parke, in these words: "It is certainly true that where \he purposes of the trust on which an estate is devised to trustees are such as not to require a fee in them, as for to pay over rents and profits to a trusts, the estate is given over, the been held to take legal estates; instance where the trust is to pay annuities, or party for life, there, if, subject to the specified parties taking under such devise over have the estate given t^ the trustees (even when ifeiven with words of inheritance) having been in such cases taken to have beeia meant to be co-extensive only with the trust 1o be performed. This rule of construction has probably created much more difficulty than it has obviated. It is, however, too well settled to be now called in question." (See also Blagrave v. Blagrave, 4 Exch. 569.) He proceeded; however, to say, " The general rulfe is that, that where an estate is given to trustees, all the trusts which they are to perform must, prima facie at least, be performed by them by virtue and in resifeot of the estate vested in them." It was accordingly decided, that where a fee was expressly given to trustees, and als6 a general power of sale, that the legal e.state in fee remained in them, though the other trusts did not require so extensive an estate* So, in Blagrave v. Blagrave, 4 Exch. 550, a similar conclusion was arrived at from the existence of trusts to rdise annuities, and to mortgage for debts, &c. ; though in addition to the circumstances of Watson v. Pearson, the ujterior 1 imitations were, in terms, legal estates. See Brown v. Whiteway', 8 Hans, 156. 340 OF THE EXTENT AND DURATION OF THE ties, and then to pay the surplus rents into the proper hands of a feme coverte ; and after her death to stand seised to the use of the heirs of her body. It was decreed that the trustees took the legal estate during the life of the married woman ; but that after her death it vested in the heirs of her body : and the decree was affirmed by the House of Lords after consulting with the Judges. *So, in Chapman v. Blissett,(d) a testator devised all hia L J real and personal estate to three trustees, their heirs and as- signs, in trust to pay his son an annuity quarterly ; and he gave the residue of the rents, to be applied during his son's life for the edu- cation of his son's children ; and he then gave one moiety of the estate to his son's children, and the other moiety to the children of his grandson. Lord Talbot said, the whole depended on the testa- tor's intent as to the continuance of the estate devised to the trus- tees ; whether he intended the whole legal estate to continue in them, or whether only for a particular time or purpose. Where par- ticular things are to be done by the trustees, it was necessary that the estate should remain in them ; so long at least as those particular purposes required it.{d) In like manner, where there were limitations in a will to trustees and their heirs generally to preserve contingent remainders ; and the estate, so given to the trustees, was not in terms confined to the life of the person taking the immediately preceding freehold estate ; yet it would be so confined in construction, if the will disclosed no other intention or purpose, inconsistent with that construction. (e) How- ever, as we shall presently see, great caution must be used in apply- ing this rule of construction to a limitation contained in a deed.{f) So, where there is a devise to trustees and their heirs until A. attains twenty-one or any other age, and then in trust for A. ; it has been long settled, that the trustees will take only a chattel interest until A. reaches the specified age, not-withstanding the limitation of the fee to them.{g) And the estate of the trustees has been so restricted although there hrive been express trusts for the payment of annuities and debts and legacies ;{h) or even a direction to them (d) Chapman v. Blissett, Forr. 145; Doe d. Wheedon v. Lea, 3 T. R. 41; S. C. Cas. Temp. Talb. 145, 150.. Stanley ij.Stanley, 16 Ves. 491; Waiter (e) Doe V. Hicks, 7 T. R. 433 ; Nash v. Hutchinson. 1 B. & Cr. 721; Doe d. r.Coates, 3 B. & Aid. 839. The counter Badder v. Harris, 2 Dowl. & Ry. 76; decision in Boteler v. Allington, 1 Bro. Doe d.- Pratt v. Timins, 1 B. & Aid. C. C. 72, cannot now be considered of 530 ; Doe d. Brune v. Martin, 8 B. & any authority ; see Lord .Kenyon's re- Cr. 497. [Tucker v. Johnston, 16 Sim. marks in Doe v. Hicks, 7 T. R. 437. 341.] (/) Vide post, 248, &o. (ft) Warter v. Hutchinson, 1 B. & (g) Goodlitle v. Whitby,, 1 Burr. 228 ; Cr. 72 1 . ESTATE OF TRUSTEES OF A WILL. 341 to convey to the cestui que trust on his attaining the required age.(«) The same construction, restricting the estate of the trustees to a chattel interest in such cases, will be adopted a fortiori, where there is no express limitation to them in fee.{h) Upon the same principle, a devise to trustees in fee, in trust for a particular purpose only, — as to raise a sum of money, — has been restricted to a base fee, determinable upon the satisfaction of the trust by the raising of the sum.(Z) In all these cases the construction is governed mainly by the intention of the testator as gathered from the general scope of the will. Therefore, where estates in remainder were given to trustees subsequently to a limitation to them in fee, the court would con- sider that to be sufficient evidence of the testator's intention that the trustees should not take the *entire fee, under the first r^^n.-,-, limitation,(m) for otherwise the subsequent limitations would •- -■ be merely nugatory. Indeed, a term of years, limited to the trus- tees subsequently to a limitation to them and their heirs, has been held a sufficient reason to cut down the estate of the trustees into one for life, even where the limitation was by deed.[n) It will be doubtless observed, that in all the' cases which have been hitherto cited, the devise has been only to the trustees and their heirs, without expressly limiting the use to them ; consequently, they took the legal estate only by construction, in order to enable them to perform the trust, according to the principle which has been con- sidered in the preceding chapter. However, it seems that where the estate is limited expressly to the use of the trustees and their heirs, their interest might notwith- standing be restricted to an estate pur autre vie, if the trust required that they should take only an estate so limited; — as where'the trust was to preserve contingent remainders, or for any other purpose confined to the duration of 3, particular life.(o) And it has been decided, that this construction may prevail even in the case of a deed.(p) But in these cases the court would require a very distinct manifestation of intent, in order to control the effect of the legal limitation. And it is observable, that in the several instances where a limitation of that nature has been so restricted, the subsequent (i) Stanley v. Stanley, 16 Ves. 491. also occurred in Hawkins v. Luscorabe, (k) Boraston's case, 3 Co. 19; Doe 2 Svv. 375. [See Doe v. Claridge, 6 C. d. Player v. NichoUs, 1 B. & Cr. 336. 660.] (I) Glover v. Monckton, 3 Bingh. 13. (n) Curtis v. Price, 12 Ves. 89, 101. (m) Doe V. Hicks, 7 T. R. 437 ; Nash (o) Hawkins v. Luscombe, 2 Swanst. V. Coates, 3 B. & Aid. 839: and see 375, 391. Warter ■;;. Hutchinson, 5 Moore, 153; {p) Curtis v. Price, 12 Ves. 89; and S. C. 1 B. & Cr. 721 ; this circumstance see Venables v. Morris, 7 T. R. 342. 342 OF THE EXTENT AND DURATION OF THE limitations were expressly to the use of the persons taking the bene- ficial interest, (gf)' Where the limitation is to the trustees in fee, — whether they take the legal estate by construction, from the nature of the trusts, or d fortiori by the express limitation of the use to them(?') — their estate would not be cut down into one pur autre vie, or any other partial interest, unless the smaller estate were clearly suflBcient to carry out the purposes of the trust. / Thus in Harton v. Harton there was a devise to trustees and their Tieirs, in trust to permit and suffer a feme coverte to receive the rents for her separate use during her life, and after her decease then to the use of her first and other sons in tail, with remainder to the use of her daughters in tail ; with similar devises in remainder (but without repeating the limitation to the trustees) in trust for other femes eovertes and to the use of their respective children, and with an ulti- mate devise to the testator's right heirs. It was held by the Court of K. B., that the testator's object was to secure the beneficial enjoy- ment of the estate to the several femes eovertes, which could only be accomplished by the legal fee being vested in the trustees ; and the Judges returned a certificate to that effect to the Lord Chancellor.(s) Lord Eldon has assigned as a reason for this decision, that there were various trusts for the separate use of married women, after various r*9J.9n ^^^^^^ ^^^ ^°'' carried women, so that those trusts could not ■- -I subsist, unless *the legal estate was in the trustees from the (9) 1 Jam. Pow. Dev. 225, n. («) Harton v. Harton, 7 T. R. 652; (r) See Venables v. Morris, 7 T. R. see Hawkins v. Luscombe, 2 Sw. 391 ; 342, 438. [and the remarks in 14 M. & W. 172.] ' In Ex parte Gadsden, 3 Rich. R. 467, it was said by Chancellor Harper that the rule appeared to be, so far as he could deduce any from the cases, "that if the gift lo the trustee be general, without wiords of inheritance or limitation, he will be construed to take a chattel interest, a life estate, or a fee, as the purposes of the trust appear to require. But if it be to him and his heirs (provided any estate at all is executed in the trustee), this imports a fee; though these words may be restrained by other circumstances in the deed or will, which show that the donor or devisor contemplated that the estate should be executed in some subsequent taker, or after some event; or which are inconsistent with the notion of the fee's continuing in the trustee." In that case, which was that of a deed, the limitation was to the trustee, his heirs and assigns, in trust, first to raise annually the sum of $800, to be paid to the grantor during his life, and after his death to permit E. P., the wife of J. P., to hold and enjoy the premises to their sole use and behoof; or in trust to sell the same or any part thereof, and to apply the proceeds to the use of the said E. P. and her children, and have and share alike, to them, their heirs and assigns for ever, freed from the debts and control of the husband. Held, that the legal estate in fee remained in the trustee after the death of the grantor and of the husband. ESTATE OF TKUSTEBS OF A WILL. 343 beginning to the end ; and he adds, that the court also relied on the non-repetition of the legal estate. (*)* And upon the same principle, where there was a devise to trustees and their heirs, in trust by sale or mortgage to raise money for the payment of debts and legacies, the whole legal fee will be vested in the trustees ; for no less estate would enable them to perform the trust.(M)^ Indeed, as we shall see presently, in such a case the trus- tees would take the fee by construction without any words of limi- tation.{x) And so where the trust was to demise at their discretion, the trustees have been held to take the entire fee, the gift being to them and their heirs.{y) In like manner, where the devise was to trustees and their heirs to pay the rents to certain persons, and then to convey to T. G^. in fee : it has been held that the legal inheritance vested in the trustees, to enable them to make such a conveyance.(s) And a direction, that the real property shall be equally divided between the cestui que trusts by the trustees, has also been held to give them the legal fee, for that is equivalent to a direction to convey, (a) \ 2d. In the absence of any express words of limitation, suflScient to carry the legal inheritance, the estate of the trustees would be en- (t) Hawkins 1). Luscorabe, 2 Sw. 391. 354. [See Doe v. Cafe, 11 Eng. L. & (u) Bagshaw v. Spencer, 1 Ves. 142; Eq. 579.] Keene v. Deardon, 8 East, 248; Doe d. (z) Garth v. Baldwin, 2 Ves. 646; Doe Cadogan v. Ewart, 7 Ad, & E. 636, 648. d. Shelley v. Ediin, 4 Ad. & Ell. 582 ; (a:) 1 Ves. 144; and vide post. Doe d. Booth v. Field, 2 B. & Ad. 564. ly) Doe d. Tomkins v. Willan, 2 B. (o) Doe d. Eees v. Williams, 2 M. & & Aid. 84; Doe d. Keen v. Walbank, id. W. 749. 1 : • Harton v. Harton was recognised in Blagrave v. Blagrave, 4 Excheq. 570 ; and in a very similar case, Brown v. White way, 8 Hare, 156, was followed by Vice-Chancellor Wigram, as binding on him until reviewed by a court of law. But he remarked, at the same time, " I do not see why in that case (Harton v. Harton) it was necessary to hold that the intermediate estates should not be good legal estates;" though he added, "I must not be understood to say anything against that case. It is a decision unshaken." In Tucker v. Johnson (16 Sim. 341), however, where there was a devise to A. and B. and their heirs to the use of the testator's son for life ; remainder in trust that the trustees or the survivor should pay and apply the rents and profits, or so much thereof as they or he should think proper, for the maintenance of his son's younger children, during their minority; and after all the children should have attained the age of twenty- one, to the use of them, their heirs and assigns; it was held, that the son took the legal estate for life, remainder to A. and B. for a chattel interest, remainder to the son's younger children in fee. 2 Watson V. Pearson, 2 Exch. 594; even though there be subsequent limitations, giving the legal estate in express terms. Blagrave v. Blagrave, 4 Exch. 570. But a mere direction to the trustees to pay debts and funeral expenses, and a devise (without words of inheritance) of the estate to them, subject thereto, will not give a fee. Doe v. Claridge, 6 C. B. 641. 344 OF THE EXTENT AND DURATION OF THE larged and extended into such an estate as the nature and purpose of the trust required.' Thus, where there was a devise of real estate to trustees simply (without adding any words of limitation) in trust to sell; it has been decided, that the trustees would take the fee by construction. (a) And so where the trust was to sell the whole, or a suflScient part, the con- struction would be the same ; for, said Lord Hardwicke, as it is un- certain what they may sell, no purchaser would otherwise be safe.(i) And it seems that a trust to convet/,{c) or lease at discretion, (df would have the effect ; for a less estate would not suffice for those purposes. And where the devise is to the trustees, their executors, adminis- trators, and assigns, in trust expressly to sell, it is settled that the trustees would take the fee, and not a mere chattel interest, as the nature of the trust would not be satisfied by a less estate. (e) And , this construction would be more readily adopted where personal estate jvas included in the devise to the trustees ; for the limitation to the executors could then operate upon the personalty.(/) Where there was a devise of real estate to persons without words of limitation, in trust to pay debts, annuities, or legacies, and no sale was *expressly directed, it does not appear to have been settled ■- -J whether the trustees would take the inheritance, or a chattel interest for a term of years. (o) Shaw V. Weigh, 1 Eq. Ca. Abr. (d) Doe d. Keen v. Walbank, 2 B. & 184; Gibson v. Lord Montfort, 1 Ves. Ad. 554. 491; S. C. Ambl. 95. [See Chamber- (e) Gibson v. Lord Montfort, 1 Ves. lain V. Thompson, 10 Conn. 244; Wat- 491, and Ambl. 95; 1 Jarm. Pow. Der. son 1J. Pearson, 2 Exch. 594.] 226, n.; Heardson v. Williamson, 1 (6) Bagshaw v. Spencer, 1 Ves. 144. Keen, 33, 41. (c) Doe d. Booth v. Field, 2 B. & Ad. (/) 1 Ves. 491 : [Ex parte Gadsden, 3 556. Rich. R. 468] : but see Doe d. White v. Simpson, 5 East, 162. ' Fisher v. Fields, 10 Johns. R. 505; Raekham v. Siddall, 1 MacN. and Gordon, 607; 2 H. & Twells, 44; Blagrave v. Blagrave, 4 Exch. 569. ''See Brewster v. Striker, 2 Comstock, 19. But in Doe v. Cafe, 11 Engl. L. & Eq. 576, it was said "that a power to lease affords an argument of weight in favor of the legal estate being intended to be given to trustees; but it isnot conclusive." In that case a testator devised to trustees a house and premises upon trust to receive the rents and pay the same to his daughter, and after her decease to apply them to- wardsthe maintenance and education of his daughter's children then living, during their minority ; and upon the youngest living of his daughter's children attaining the age of twenty-one years he devised as follows : — " I give and devise the said house and premises unto all the children of my said daughter, who shall be then living, in equal shares and proportions, share and share alike." Other houses were also devised to trustees, who had a limited authority to lease the whole; and an estate in fee was devised to one of the daughter's children on his attaining twenty-one years. It was held, that the estate given to the trustee was restricted to the life of the daughter, and the minority of all her children ; that the devise over was a direct devise to the children, and not in trust for them ; and that they took life estates as tenants in common in the houses and premises. ESTATE OF TllUSTEBS OF A WILL. 345 In Cordall's case (the earliest in which this question arose), there was a devise to two persons, to hold for payment of debts and lega- cies, and afterwards to A. for life, with remijinders over ; and it was resolved, that this was no freehold in the devisees, hut only a term of years, " though it could not be said for any certain number of years.'X^') So, in Carter v. Barnadiston, a testator directed, that in case of the deficiency of his personal estate, his executors should receive the profits of his whole real estate for the payment of his debts and lega- cies ; and after those should be paid, he devised the real estate to different persons for life and in fee ; and it was decided by the House of Lords, that the executors took only a chattel interest for the pay- ment of debts.(A) In Kitchens v. Kitchens the devise was, that if the testator's stock, &c., should not be sufficient for the payment of his debts and legacies, his executors should pay the same out of the rents and pro- fits of h\s real estate; and when debts and legacies were paid, he de- vised his real estate to his son in tail with remainder over ; the court held, that the estate in the executors was but a> chattel interest.{i) The decision in Popham v. Bampfield, that the devise of an estate tail to the use of A. in remainder after a devise to trustees for the pa.yment of debts, vested the use and legal estate in A., may, as we have already seen, be reconciled with the other authorities, if the trustees were held to take a chattel interest in the devised estate. (A) However, in Gibson v. Lord Montfort, a testator gave all his free- hold, leasehold, and personal estate, to trustees, their executors, ad- ministrators, and assigns, in trust to pay several annuities, sums, and legacies, on the deficiency of the personal estate, out of the rents, issues, and profits arising by the real estate, and gave the residue of his real and personal estate, after provision being made for the payment of the legacies, &c., over : Lord Hardwicke held, that the purposes of the trust could not be satisfied by the annual perception of the rents and profits by the trustees, in which case only could they tahe a chattel interest : but that the legacies must be raised by the sale of the real estate, for which purpose the trustees must take the legal inheritance.(Z) His Lordship seems to have attached con- siderable importance to the expression " arising," as showing that the trustees were not to be confined to the annual profits only. It will doubtless be remarked, that in this case the estate was (g) Cordall's case, Cro. Ell. 315; see- (k) Popham v. Bampfield, 1 Vern. 79; Manning's case, 8 Rep. 96. ante, p. 21], n. (1) (h) Carter v. Barnadiston, 1 P. Wms. {I) Gibson v. Lord Montfort, 1 Ves. 506, 9. 485, 491 ; S. C. Ambl. 93, 5. (i) Kitchens v. Kitchens, 2 Vern. 404. 346 OP THE EXTENT AND DUKATION OE THE limited to the trustees, their executors, administrators, and assigns : at first sight, therefore it would seem not to apply to the question now under discussion, viz., the case of a devise to trustees for pay- ment of debts without any words of limitation. But Lord Hard- wicke in his judgment observed, that the devise included both free- holds and leaseholds, and on that ground he restricted the operation of the term " executors" to the leaseholds, and ^treated the de- L -^ vise of the freeholds as if it had been made to the trustees and their assigns without any terms of limitation. (»i) The case is therefore a direct and very strong authority on the point in question, deciding that a devise to trustees to pay debts and legacies without any words of limitation may in certain cases give them an estate in fee simple. In Wykham v. Wykham, a tenant for life under a will was empow- ered to limit or appoint all or any part of the estate to trustees, upon trust hy the rents and profits thereof to raise and pay a yearly rent-charge as a jointure for his wife. The tenant for life exercised this power by deed, appointing the estate of trustees and their heirs, in trust by the rents and profits to raise and pay a jointure rent- charge of 500Z. On a case sent to the Court of King's Bench the Judges certified, that the trustees took an estate infee;{n) the same question was then sent for the opinion of the Court of Common Pleas, and the Judges there held that the trustees took no legal estate. (o) But on the hearing of the cause before Lord Eldon, his Lordship stated the strong inclination of his mind to be, that the proper mode of securing the rent-charge would have been by vesting in the trustees a term of ninety-nine years, if the jointress should so long live.(p) It there- fore seems to follow, that if the devise had been directly to the trus- tees, upon trust, to raise and pay or secure the annuity without any words of limitation. Lord Eldon would have held, that they took a chattel interest for a term of years determinable on the death of the annuitant. The court will be reluctant to extend the estate of the trustees be- yond the interest expressly given them by the terms of the limita- tions. (g') If therefore the estate be limited in express terms to the trustees, their executors, administrators, and assigns for the payment of annuities, or debts, or legacies ; it is clear that they would have only a chattel interest, unless the general nature and object of the trust (as in Gibson v. Lord Montfort) required that the inheritance should be vested in them.(r) In Doe d. White v. Simpson a testator devised to two trustees and (m) 1 Yes. 491, Ambl. 95. (p) Wykham v Wykham, 18 Ves. (Ji) Wykham t). Wykham, 11 East, 395, 416. 458. (g) 1 Jarm. Pow. Dev. 231, n. (o) Wykham v. Wykham, 3 Taunt. (r) Heardson v. Williamson, 1 Keen, 316. 33, 41. ESTATE OF TRUSTEES OP A WILL. 347 the survivor, and the executors and administrators of the survivor, certain lands, together with the arrears of rent, and a bond and judgment given by a tenant for rents then due, in trust out of the rents, and profits, and arrears to pay two life annuities, and then in trust out of the residue of the rents and profits to pay 8001. to cer- tain persons, and after payment of the annuities, and 8001. he de- vised the estate to a person for life with remainders over. There was a power for the trustees and the survivor, his executors, &c., to grant building-leases, as often as there should be occasion, for any number of years. It was held that the trustees took an estate for the lives of the annuitants, together with a term of years suflScient for raising the 800?., and not the fee.{s) In Gibson v. Lord Montfort, Lord Hardwicke recognised the vali- dity of the objection, that the gift of real estate to trustees, their ex- ecutors, &c., was descriptive of a chattel not passing the inheritance to them; but his *Lordship considered, that the objection r^oAc-i had no weight in the case before him by reason of the per- sonal estate, which was included in the devise to the trustees. («) However, it is to be remarked, that in Doe d. White v. Simpson, the devise was of real and personal estate combined ; and the Court of King's Bench not only did not consider that circumstance a reason for holding that the trustees should take the fee ; but on the contrary relied much on that fact in coming to the decision, that they took only for a term of years.iu) The latest case on this subject is that of Heardson v. Williamson. There a testator, after his wife's decease, in case certain mortgage debts were not then paid off, gave and devised his real estate to two trustees and the survivor, and the executors and administrators of the survivor, in trust to let the same, and apply the rents for payment of the mortgage debts, until the whole should be fully paid off and dis- charged by the gradual receipt of the rents and profits ; and from and after the payment of his mortgage debts, as aforesaid, he gave and devised the estate to his son and his assigns for life ; and after his son's decease, to such child or children as his said son should have lawful issue of his body as tenants in common in fee, with remainder in default of such issue to his three other sons in common in fee. The mortgage debts were paid off by the trustees after the death of the wife ; and the testator's son, having no child, executed a deed under the Fines and Recoveries Act, with the view of barring the subse- quent contingent remainders, and vesting the entire fee in himself. The efficacy of this deed depended upon whether the legal fee was or (5) Doe d. White v. Simpson, 5 East, 491 ; S. C. Gibson v. Rogers, Ambl. 95. 162. (it) Doe d. White v. Simpson, 5 East, (J) Gibson v. Lord Montfort, 1 Ves. 172. 348 OF THE EXTENT AND DURATION OF THE was not vested in the trustees of the will, for if it were, that estate would have supported the contingent remainders ; and this was the question which called for decision in the case. It was held by the Master of the Rolls (Lord Langdale), that the trustees took only an estate until the mortgage debts were paid ; and the debts having been paid oiF, the trust ceased, and the legal estate vested in the plaintiff, the testator's son.(a;)^ It may be observed here, that a limitation of real estate to trus- tees, their executors, administrators, and assigns, will clearly give them an estate in fee simple, if the purposes of the trust require it.{y) A devise to trustees in the first instance simply, without any words of limitation, followed by a direction, that they and their heirs shall raise and pay debts and legacies, is not tantamount to a direct devise to them in fee, and they will take only such an estate as is sufficient to enable them to discharge the trust by paying the debts and lega- cies, (z) On examination of the cases in which the estate of devises in trust for the payment of debts, &c., has been confined to a chattel interest, it will be found, that in all of them the payment was directed to be made out of the rents and profits : and it was admitted by Lord Hard- (x) Heardson v. Williamson, 1 Keen, 33, 41. [See Ex parte Gadsden, 3 Rich. 33. 468.] (?/) Gibson v. Lord Montfort, 1 Ves. (z) Aokland v. Lutley, 9 Ad. & EIL 491 ; Heardson v. Williamson, 1 Keen, 879. 'By a will made before 1837, A. directed E. and F. to pay and discharge all his debts and funeral expenses, and subject thereto, he devised a freehold mes- suage to E. and F., in trust to permit and suffer B., his widow, to reside therein for life, free and clear of rent or taxes ; and after her decease, he devised the same messuage to E. and F., and the survivor of thera, his executors, and adminis- trators, in trust to permit and suffer his daughter C. to receive and take the rent thereof for her life, free from the control ofjier husband : and after his daughter's decease, he devised the same messuage to E. and F., their executors and adminis- trators, upon trust to pay and apply the rent thereof for the use and benefit of his grandson D., in the event of his not having attained the age of twenty-one at the time of the decease of the testator's wife and daughter ; and upon D.'s attaining twenty-one, the testator devised the same messuage to him for life. Then, after a certain contingent devise, which never took effect, and after giving certain lega- cies, the testator gave, devised, and bequeathed all the rest, residue, and remain- der of his estate and effects unto and between his said wife and daughter, share and share alike, — " the share of his said daughter independent of the debts, con- trol, or engagements of her present or any future husband, in manner e^oresaid;" and he named the said E. and F. executors and trustees of his said will : — C. having survived B., and D. leaving daughters only, it was held, that the legal estate in a moiety of the remainder in fee vested in those daughters, as co-heirs of C, and not in E. and F., the executors and trustees. Doe v. Claridge, 6 C. B. 641. ESTATE OF TRUSTEES OF A WILL. 349 ■wicke, in Gibson u. Lord Montfort, that a chattel interest in the trus- tees would sufiBce for that purpose, but for that purpose alone.(a) *Therefore, if there be a devise to trustees without any r-^n.r,-, words of limitation, or a fortiori to trustees, their executors, ^ J administrators, and assigns in trust, out of the rents and profits to pay debts or legacies ; and if from the amount or nature of the pay- ments to be made, as well as the general scope of the trust, the pay- ments may well be discharged by an annual perception of the profits, and no sale or other anticipation of the income is necessary for that purpose ; the authorities, without exception, establish that the trustees will take only a term of years sufficient for raising the required moneys, and no estate of inheritance will vest in them. (6) And the fact of the devise being to the persons who are appointed executors, would seem to be in favor of this construction, (c) But if from the terms of the devise, or the nature of the payments to be made, it appears that the devisees in trust are not to be re- stricted to the perception of the annual income of the estate, but are at liberty to raise the required sums by sale of all or any part of the estate, then, according to Lord Hardwicke's decision in Gibson v. Lord Montfort, the legal inheritance will necessarily be vested in the trustees ;((^) and this although the devise be to the trustees, their executors and administrators.{e) If the case of Doe d. White v. Simpson cannot stand as an au- thority with that of Gibson v. Lord Montfort (and it is certainly dif- ficult to reconcile the two decisions), the former case appears to be at once more consistent with the stream of authorities than the latter, as well as more in accordance with the general principles of con- struction which prevail in these cases: for the tendency of the- de- cisions is to confine and restrict, rather than enlarge, the estate of trustees. Even if a sale were necessary for the purpose of raising the required sums, it by no means follows that the entire inheritance must be disposed of for that purpose ; for this might obviously be accomplished with equal facility by a sale or mortgage for a term of years only. However, assuming that in such a case the trustees would take merely a chattel interest, a difficulty still remains to be disposed of, which is left almost untouched by the authorities, viz., the length or duration of the term of years which would be vested in the trustees. In Cordall's case the court expressly refused to decide that (a) 1 Ves. 491. 589; Kitchens ij. Hitchens, 2 Vern. 404-; (6) Cordall's case, Cro. Eliz. 315; Co. Lilt. 42, a. Wykham o. Wykhara, 18 Ves. 416; (d) Gibson v. Lord Montfort, 1 Ves. Heardson v. Williamson, 1 Keen, 33. 485; S. C. Ambl. 93. (c) Carter v. Barnadiston, 1 P. Wms. (e) Heardson v. Williamson, 1 Keen, 41. 350 OF THE EXTENT AND DURATION OP THE point.(/) According to the reports of Carter v. Barnadiston,(^) and Hitchins v. Hitchins,(A) it was left undetermined in each of those cases; and in Doe d. "White v. Simpson it was merely held, that the trustees took a term of years sufficient for the purpose of raising the S00l.,(i) certainly a most vague and unsatisfactory limit, whereby to ascertain the determination or continuance of the legal interest in real estate. The circumstances of Heardson v. Williamson, (A) ren- dered it unnecessary to decide the point in that case. The difficulty, therefore, is one for which it is *very difficult to lay down any L J satisfactory solution ; and it doubtless forms a very serious practical objection to the construction, which gives to the trustees in such cases only a chattel interest, and an equally strong argument in favor of their taking the fee. A devise to trustees, without the addition of any words of limita- tion, in trust, to pay the rents and profits to a person or persons /or life, followed by a gift of the estate over, will give the trustees an estate, during the life of the cestui que trust, for life;(Z)' as we have already seen, that a devise to the trustees and their heirs on a similar trust will be cut down into a life estate, (m) And a similar devise to trustees in trust for an individual until 21, or any other specified age, will give them a chattel interest only, de- terminable upon the cestui que trust's attaining that age, or dying before.(n) Where the trust is to pay an annuity out of the rents to a person during life, the estate of the trustee might in like manner be limited to the continuance of the life of the annuitant ; and the difficulty attending the raising and paying of debts, or any gross sum, would not therefore arise. However, there appears to be some discrepancy in the authorities, as to whether the trustees in such a case would take a freehold in- terest for the life of the annuitant, or a chattel interest for a term of years determinable on his death. In Doe d. White v. Simpson,(o) it was held that the trustees took a freehold estate ;(o) but in Wykham (/) Cordall's case, Cro. El. 315. (m) Vide supra. Ig) 1 P. Wms. 509. (n) Doe d. Player v. Nicholls, 1 B. Qi) 2 Vern. 404. & Cr. 336; Doe d. Cadogan v. Ewart, (i) 5 East, 162; and see Ackland t). 7 Ad. & Ell. 636, 667. [See Doe v. Lutley, 9 Ad. & EU. 879. Davies, 1 Q. B. 43.] {k) 1 Keen, 33. (o) 5 East, 162; and see Jenkins u- (0 Shapland v. Smith, 1 Bro. C. C. Jenkins, Willes, 650. 75; Doe d. Cadogan v. Ewart, 7 Ad. '& Ell. 636, 667. ' See Payne v. Sale, 2 Dev. & Batt. Eq. 455, where the use of the inartificial word " lend" by a testator was considered to control other expressions, and to give only a life estate to trustees. ESTATE OF TRUSTEES OF A WILL. 351 V. Wykham,(p) it appears to have been Lord Eldon's opinion, that the proper interest to be given them would be a term for ninety-nine years, determinable on the death of the annuitant.(p) The object of the trust would be equally answered in either case ; but the question may sometimes become one of practical importance, as determining in whom the first legal freehold estate is vested. Where a series of limitations are contained in a will, the mere alte- ration of the language in any of the subsequent limitations, by the use of words of direct gift to the person taking the beneficial interest, instead of the expression "m trust for," which had been previously employed, would not have the eff'ect of determining the legal estate in the trustees, and vesting it in the beneficial takers, if the purposes of the will required that the legal interest should continue in the trustees for a longer period.(5') However, such a mode of wording would doubtless have its effect in determining the construction in a doubtful case. A devise to trustees to preserve contingent reniainders, without any words of limitation, would give them an estate fur autre vie ; and this estate would not be enlarged into a fee by a power given to the same trustees " generally, to do all necessary acts to effectuate his intentions as to the disposition of the estate." For such a direc- tion only means, that they should have such powers as are incident to their character of trustees to preserve contingent remainders. (r) *And an estate to preserve contingent remainders would not in any case be so enlarged, if the effect of such a con- L ■^^''J struction would be to contradict, or disappoint, other dispositions in the will.(s) ■ The question as to the duration of the estate of the trustees can rarely arise where the subject is personal estate ; for in that case the whole legal interest is in general vested in the trustees by a gift, with- out any words of limitation, and will continue in them until devested by a legal transfer or assignment.(i) Such was the very unsatisfactory state of the law on this subject previously to the recent Will Act (1 Vict. c. 26). The uncertainty and inconvenience of the existing doctrine called imperatively for the legislative remedy, which is provided by that statute. By the 30th section of that act it is enacted, that any devise of real estate (not being a presentation to a church) to a trustee or executor shall be ip) 18Ves.416. 314; see Co. Litt. 290, b, Butl. nole (5) Doe d. Tomkyns v. WilJan, 2 B. VIII. & A1.84;Murthwaitev.Jenkinson,2B. (s) Thong v. Bedford, 1 Bro. C. C. & Cr. 357; see Sanford v. Irby, 3 B. & 315. Al. 654; 1 Jarm. Pow. Dev. 230, n. (<) See Elton v. Shephard, 1 Bro. C. (r) Thong 1). Bedford, 1 Bro. C. C. C. 531; 2 Jarm. Pow. Dev. 631. 352 OF THE EXTENT AND DURATION OF THE construed to pass the fee simple, or other the whole estate or interest of the testator, unless a definite term of years or an estate of free- hold shall be given him expressly by implication. And by the 31st section where real estate shall be devised to a trustee without any ex- press limitation of the estate, and the beneficial interest shall not be given to any person for life, or if given for life, the purposes of the trust may continue beyond the life of the first cestui que trust, the trustee will take the fee simple and not an estate determinable on the satisfaction of the trust. The provisions of the act of course do not at all affect trusts created by deed, which are still governed by the old doctrine. And they apply only to wills made after the 1st of January, 1838. The effect of these enactments is, that all devises to trustees, con- tained in wills made since the 1st of January, 1838, will give them an estate in fee simple without any words of limitation, unless the interest of the cestui que trust is limited to him expressly for life, and the trusts are such, that they cannot by any possibility continue beyond the life of the beneficial tenant for life. This, construction, however, is excluded, where a term of years or a partial freehold estate is ex- pressly limited to the trustees. II.— WHERE THE ESTATE OF THE TRUSTEES IS CREATED BY DEED. In wills the intention of the testator is allowed much greater lati- tude in controlling and modifying the words, than is admitted in the construction of deeds; consequently, the decisions in the. former case must be very cautiously received as authorities in the latter.(M)' However, it has been decided that even in a deed a limitation to the use of trustees and their heirs may be restricted to an estate pur autre vie, by a necessary implication arising from the object of the trust, coupled with the nature of the subsequent limitations. The case alluded to is that of Curtis v. Price •,{x) there, by a post-nuptial settlement made after the marriage of Martin and Eleanor Barry, certain lands were conveyed by *the husband to Powell and '- -J James, their heirs and assigns, to the use of the husband for life, with remainder to the use of the wife during her life, if she should continue unmarried ; but if she should marry, then to the use (u) Co. Litt. 290, b, Bull, note VIII.; But see Chamberlain v. Thompson, 10 see Colmore v. Tyndal, 2 Y. & J. 605. Conn.244; Nicolli). Walworth, 2 Denio, [Dinsraore v. Biggert, 9 Barr, 135; 385.] Combry D. McMichael, 19 Alab. 751. {x) Curtis i;. Price, 12 Ves. 89. 'In Welch v. Allen, 21 Wend. 147, it was held, that a patent to a trustee without words of perpetuity, gave him nevertheless a fee. ESTATE OP TRUSTEES OF A WILL. 353 and behoof of Powell and James and their heirs, upon trust out of the rents and profits to pay an annuity of 50Z. to the wife during her life, and with the rest of the rents, &c., to maintain the children of the marriage ; and after the death of both the husband and wife to the use of the same trustees, their executors, ^e., for the term of 100 years, with remainder to the use of the heirs of the body of the wife by the husband, with remainder to the right heirs of the husband. The husband died in the lifetime of the wife, who married again ; and one of the questions was whether the limitation to the use of the heirs of the body of the wife was a legal remainder : for the remainder in that case would have coalesced with her prior estate for life according to the rule in Shelly's case, so as to give her an estate tail. And this depended upon whether the legal estate in fee simple was vested in the trustees by virtue of the limitation to the use of them and their heirs ; for if they took the entire legal fee, the subsequent limitations were of course mere equitable estates, which could not coalesce with the wife's prior legal estate for life. It was held by Sir William Grant, M. R., that the trustees took only an estate during the life of the wife, although, as we have seen, the limitation in the deed was expressly to the use of them and their heirs, without any such restric- tion, (a;) His Honor rested his decision in this case, partly on the circum- stance of the trust requiring only an estate for life in the trustees, as in Doe v. Hicks •,{y) but principally on the subsequent limitation of the term of 100 years to the same trustees. A limitation, which could only be made to take effect by restricting the interest of the trus- tees to an estate for the life of the wife.(2) It will be observed, that the limitation in Curtis v. Price was ex- pressly to the use of the trustees and their heirs : its authority there- fore applies a fortiori to cases where the estate is limited simply to them and their heirs, without any declaration of the use, and where they consequently take the use and legal estate by construction from the nature of the trust. In Venables v. Morris,(a) after some previous limitations contained in a deed, there was a limitation to the use of a feme coverte for life, with remainder to the use of two trustees and their heirs, in trust to support the contingent uses and estates thereinafter limited (but without confining the estate of the trustees to the continuance of the preceding life estate), with remainder after certain estates limited in use to the sons and daughters of the marriage, to the use of such per- sons for such estates, &c., as the wife should appoint, (a) (i) Curtis V. Price, 12 Ves. 89. (o) Venables v. Morris, 7 T. R. 342 (y) 7 T. R. 433. ,& 438. {z) Curtis V. Price, 12 Ves. 100, 1. 28 354 OF THE EXTENT AND DURATION OP THE On a case sent by the Lord Chancellor for the opinion of the Court ' of King's Bench, the judges certified, that the trustees took the legal fee under the limitation to them in the deed ; on the ground, as was observed by Lord Kenyon on another occasion, that if the wife, in r-^nrf^-i exercising her *power of appointment, had introduced any L J contingent remainders, they might all have been defeated if the uses were not executed in the trustees.(6) It is observable, that the court in deciding Venables v. Morris, did not rest their judgment upon any difference between the effect of a limitation by deed and one by will. So far therefore it is certainly a negative authority in favor of the non-existence of any such dis- tinction ; and was alluded to as such by Sir William Grant in Curtis V. Price, (c) With the exception however of that negative authority, such as it is, the case of Curtis v. Price is the only one in which it has been de- cided, that an estate in fee simple, expressly limited by deed to trus- tees, can be cut down by mere implication into any less exensive interest. And that case might be regarded as rather a strong deci- sion, even if it had arisen on a will; for there were some trusts rela- tive to an advowson, and to the advancement and preferment of the children, which rendered it open to argument that an estate in fee simple was requisite for the due performance of the trusts, though the limitations had been contained in a will. However, it is very remarkable, that the decision in Curtis v. Price, as far as it affects the present question, was clearly extra-judicial. The Master of the Rolls himself said that the judgment he had formed upon the other branch of the case, rendered it of very little consequence whether his opinion on the first question was well founded or not. That was a question very fit to be submitted to a court of law, which he should otherwise have felt considerable reluc- tance in deciding by his own opinion. (e) The case of Doe d. Brune V. Martyn,(/) also arose on a deed, but in that case the estate given to the trustees and their heirs was expressly confined by the terms of the instrument to the infancy of the cestui que trust. On the other hand, authorities are to be met with, which are strongly opposed to the doctrine, that an estate expressly limited in a deed to trustees and their heirs may be restricted by implication to any smaller interest. It is laid down broadly by Mr. Butler, that where there is a limitation to one for life, with remainder to trustees and their heirs for preserving contingent remainders, and the estate of the trustees is not restrained to the life of the tenant for life ; in a (6) In Doe v. Hicks, 7 T. R. 437. (e) Curtis v. Price, 12 Ves. 101. (c) 12 Ves. 100. (/) 8 B. & Cr. 497. ESTATE OE TRUSTEES OF A WILL. 355 deed the trustees would certainly be considered as taking the whole fee, though it might be otherwise in a will.{gY In Wykham v. Wykham,(A) a case subsequent to that of Curtis v. Price, the question was much considered by Lord Eldon, who observed that it appeared to him very difficult to maintain the point, that in a deed this doctrine was to be so applied : and his Lordship accordingly refused to cut down the legal effect of the grant in that case to the trustees and their heirs. So in the modern case of Colmore v. Tyndall, by a deed of settle- ment, after some preceding limitations, an estate was limited to the use of M. for life, with remainder to the use of a trustee and Ms heirs in trust to preserve contingent remainders; remainders to ikf.'s first and to her sons in tail male ; and then to 0. for life, with remain- der to the same trustee and Ms heirs, to preserve, without confining the estate of the trustees in either case *to the lives of M. p^n-^-. and 0. ; with remainder to C.'s first and other sons in tail •- -■ mail, with remainder over in fee. It will be seen that these limita- tions closely resembled those in the case of Doe v. Hicks,(i) which has been mentioned in the last section. However, it was held by the Court of Exchequer Chamber, that the legal estate in fee simple after O.'s life estate was vested in the trustee. And the decision appears to have been founded mainly on the limitation being contained in a deed and not in a will.[l) If, therefore, the case of Curtis v. Price can still be considered as an authority, notwithstanding the decisions and dicta by which it is opposed, it is clear that the doctrine which it establishes will be con- fined strictly within the limits marked out by the circumstances of that case. Therefore the legal operation of a limitation in fee to trustees contained in a deed will not be restrained by implication to a smaller estate, unless the intention of the instrument will not only not be answered, but will be defeated and contradicted by giving to such a limitation its full effect. As where a subsequent estate for life or years is given to the same trustees after the limitation to them in fee.(9n) (g-) Co. Litt. 290, b. Bull, note VIII. {I) Colmore v. Tindall, 2 Y. & J. 605. {h) 18 Ves. 395,^ stated in the pre- (m) Curtis i). Price, 12 Ves. 101; Wyk- oeding section. ham v. Wykham, 18 Ves. 422, 3 ; Col- (i) 7 T. R. 433, stated preceding more v. Tyndall, 2 Y. & J. 605. section. ' Where a conveyance is made by deed to a trustee in fee, in trust to apply the rents and profits to the sole and separate use of a, feme coverte, or to such per- son as she or her trustee should appoint, and to make sale of the land as conve- nient, and to apply the proceeds to repay advances, &c., and the balance to her use, or to her, or as she or her trustee, to be named by her, should direct, and to indemnify a third person, it was held that the legal estate continued in the trustees after the death of the^me. Dinsmore v. Biggert, 9 Barr, 133v 356 OF THE EXTENT AND DUKATION, ETC. And a subsequent limitation in fee in the same deed to the same trustees, will not be considered so contradictory, as to confine the previous limitation to them in fee to an estate for life.(m) Nor -will such a construction be adopted, because an estate in fee simple ap- pointed to trustees by a deed made in execution of a power, is incon- sistent with the estate limited by the instrument by which that power was created. (o) So it is quite clear, that an express limitation of an estate in fee contained in a deed will not be cut down, merely because a fee in the trustees is not necessary for the purposes of the instrument. In Wykham v. Wykham, Lord Eldon, after remarking that the instru- ment purported to be a grant in fee, and was a deed, adds, " It pur- ports to be a grant in fee for purposes clearly not requiring a fee ; but still it purports to be a fee ; and it is, I think, di^cult to main- tain, that if a man does more by using words, which have a legal effect, than is necessary to execute the purpose he professes to exe- cute, the circumstance that he uses those words of larger legal effect than is required, and his purpose, shall cut down the legal effect of words in a deed."(^) And so, any circumstance which is merely corroborative of an intention that the trustees should take an estate orAj pur autre vie— as a covenant for quiet enjoyment by the trustees during the life of the tenant for life, — will not authorize the court to restrain the legal operation of a limitation in fee to them.(g') There does not appear to be any decided case in which an estate, given by deed to trustees without any words of limitation, has been constructively enlarged into a fee (as in the case of a devise by wilt) in consequence of the nature and purposes of the trust — as from a direction for them to sell or convey ; although there is a dictum of Lord Hardwicke directly in favor of this construction. (r)^ There is certainly no authority for so enlarging a partial or par- ticular *estate expressly limited to them by the deed, — as where [*252] the gift is to the trustees, their executors, administrators and assigns, or the estate is limited to them during a certain period, or until a particular event takes place. In such cases, for the reasons already given, the decisions upon wills in favor of a constructive enlargement of the estate, cannot be (n) Colraorei^.Tyndall, 2Y.&J.605. (g) Wykham v. Wykham, 18 Ves. (o) Wykham v. Wykham, 18 Ves. 422. 423. (r) Villiers v. ViUiers, 2 Atk. 72. (p) 18 Ves. 420, see 423. ' See Liptrot v. Holmes, 1 Kelley, Geo. 390, where on a trust for a ferae covert, there were no words of limitation to heirs, it was held the trust ended witn her life. OF MERGER OF THE ESTATE OF TRUSTEES. 357 regarded as authorities. Although where the circumstances have prevented the enlargement of the estate in a will, d fortiori it fol- lows, that the same circumstances would have a similar effect in a question arising upon a deed. in.— OF MERGER OF THE ESTATE OF TRUSTEES. Where the legal and equitable estates become vested in the same person, the latter will be absorbed and merge in the former ; for a man cannot be trustee for himself. (s)^ For this purpose, however, the two estates must be co-extensive and commensurate ; or (more accurately) the legal estate must be equally extensive with or more extensive than the equitable estate. For the equitable fee will not merge in a partial or particular legal interest.(i) Where a partial legal interest (as an estate for life or pur autre vie, or for a term of years) is vested in a person upon trusts, and the legal inheritance, or any legal estate in immediate remainder of equal or greater extent than the estate held in trust, is subsequently acquired by the trustee, either through his own act or through the operation of law, there will be a merger of the trust estate at law. And the same legal consequence ensues, where a term of years or other partial estate devolves upon or is transferred to a person upon trust, and the legal inheritance is then previously vested in the trus- tee. In such cases, however, equity will interpose, and will preserve the equitable interests from destruction ; either by decreeing posses- sion to the cestui que trusts during the period of the estate so merged, or by directing a conveyance to revive the legal estate. (m) Thus, where a person having a term of 1000 years, assigned it to the owner of the inheritance, in trust for his wife and children, and (s) Wade v. Paget, 1 Bro. C. C. 364. Thorn v. Newman, id. 603 ; Saunders v. (J.) Phillips V. Brydges, 3 Ves. 126. Bournford, Finch, 424; 1 Cruis. Dig. [Donaldsu. Plum, 8 Conn. 453; butsee Tit. 8, ch. 2, s. 47, 50; 6 id. tit. 39, s. James w. Morey, 2 Cow. 284.] 72, 113, 4. (m) Nurse v. Yerworth, 3 Sw. 608 ; ' Cooper V. Cooper, 1 Halst. Ch. 9 ; Lewis v. Starke, 10 Sm. & M. 128 ; Brown V. Bartee, 10 Sm. & M. 268 ; Mason v. Mason, 2 Sandf. Ch. 433 ; James i;. Morey, 2 Cow. 246 ; James v. Johnson, 6 J. C. R. 417. Merger is not favored in equity, James v. Morey, 2 Cow. 246; Donalds v. Plumb, 8 Conn. 453; Mechanics' Bank V. Edwards, 1 Barb. S. C. 272; and therefore never allowed against the intention of the parties. Ibid., Gardner v. Astor, 3 J. C. R. 53; Starr v. Ellis, 6 Id. 393; Denn v. Van Ness, 5 Halst. (N.'J.) 102. It will not be permitted to affect interme- diate liens. Lewis v. Starke, 10 Sm. & M. 128. In Elliott v. Armstrong, 2 Blackf. 208, it was held, that where a cestui que trust (by resulting trust) purchased the legal estate under an execution on a judgment by him against the trustee, there was no merger, for the execution was void. 358 OF THE PRESUMPTION OP A the beneficial interest in the term was afterwards assigned to the plaintiff, Lord Nottingham decreed that the plaintiff should hold the premises notwithstanding the legal merger, and that the heir-at-law of the creator of the term should make a further assurance to him for the residue of the term. (a;) So, in another case, a trustee of a term married a woman who had an estate of freehold in the same land; and Lord Nottingham held that, whatever the law might be, there ought to be no merger in e(]uitj.{if) And in Nurse v. Yerworth,(z) where a devisee in trust of a beneficial term of years afterwards became entitled to the remain- der in fee, the same learned judge decided, that the term was not merged in equity, *and decreed an assignment of it to a •- -' person claiming under a devise from the cestui que trugt.[z) IV.— OF THE PRESUMPTION OP THE KECONVEYANCE, OR SURRENDER, OF THE LEGAL ESTATE BY A TRUSTEE. In some cases, where the legal interest has been clearly vested in trustees, either in fee simple,(a) or for a term of years, which has not determined by effluxion of time,(5) it will be presumed that that interest has been reconveyed or reassigned by the trustee to the party beneficially entitled. And this presumption will be made equally in the case of a deed or will.^ (x) Saundersv.Bournford, Finch, 424. 2 S. & St. 154 ; Noel v. Bewley, 3 Sim. ly) Thorn v. Newman, 3 Sw. 603, and 103. see 618; see Mole v. Smith, Jac. 490. (6) Lade v. Holford, Bull. N. P. 110; (z) Nurse v. Yerworth, 3 Sw. 608. Doe v. Syborn, 7 T. R. 2; Goodlillei). • (a) England v. Slade, 4 T. R. 682; Jones, 7 T. R. 47; Emery d. Grocock, Wilson U.Allen, IJ. & W. 611; Hillary 6 Mad. 54; Doe v. Hilder, 2 B. & Aid. I). Waller, 12Ves. 239; Cooke t). Soltah, 782; Townshend.ti. Champemown, lY. & J. 538. ' See Matthews v. Ward, 10 Gill & J. 443 ; Jackson v. Pierce, 2 John. 226 ; Sin- clair V. Jackson, 8 Cowen, 543. After the lapse of thirty-two years, a release to the cestui que trust will be presumed against the heirs-at-law of a trustee, Moore V. Jackson, ex dera. Erwin, 4 Wend. 19. -In the Dutch Ch. v. Mott, 7 Paige, 77, it was held that where real estate was conveyed to trustees in trust for a church or congregation, as a place of worship, which church or congregation was afterwards incorporated, the court might, after a great lapse of time (142 years), presume a conveyance. Where several persons, being possessed of an undivided tract of land in 1765, made partition, and conveyed the entire tract to A. in trust, to convey to each of the grantees his proportion in severalty, and the land had been since generally held according to that partition, it was held in an ejectment brought in 1807, by persons claiming under the original grantor, that the conveyances might be presumed to have been duly made. Jack- son V. Moore, 13 John. R. 513. But in Flouray oj. Johnson, 7 B. Monr. 694, it was ruled that trustees who had the power to relinquish the entire estate m property (slaves) to the cestui que trust at their discretion, were not to be presumed RECONVEYANCE OR SURRENDER. 359 In Hillary v. "Waller, Sir Wm. Grant, M. R., said that " presump- tions do not always proceed on a belief that the thing presumed has actually taken place. Grants are frequently presumed merely for the purpose and from a principle of quieting the possession. There is as much occasion for presuming conveyances of legal estates, as otherwise titles must for ever remain imperfect, and in many respects unavailable ; when from length of time it has become impossible to discover in whom the legal estate (if outstanding) is actually vested. "(e) However, in general, as between trustee and cestui que trust, mere length of time will not be sufficient of itself to raise or support this presumption : for the possession of the cestui que trust is usually consistent with the title of the trustee, and undisturbed enjoyment for any period however long does not show whether the title be legal or equitable.((£) The nature and extent of this doctrine of presumption, as laid down by Lord Mansfield in Lade v. Holford,(e) were afterwards thus recognised and explained by Lord Kenyon, in the case of Doe v. Sy- bourn.(/) " In all cases," said that learned judge, " where trustees ought to convey to the beneficial owner, he would leave it to the jury (c) Hillary v. Waller, 12 Ves. 252. V. & P. 350, 470 to 510, 9th edit. [See (d) Keene v. Deardon, 8 East, 263 ; Doe v. Langdon, 12 Q. B. 719.] Hillary ». Waller, 12 Ves. 251; Good- (e) Bull. N. P. 110. son V. Ellison, 3 Russ. 588; 1 Sugd. (/) 7 T. R. 2. to have done so from the fact that they had permitted it to remain in the posses- sion of the latter, who had paid taxes and sold one slave, but without their knowledge. See Mr. Greenleaf's Ed. of Cruise, vol. 1, page 412. The doctrine of the implied surrenderof trust terms is of little importance in Penn- sylvania, and those States where an equitable title may be recovered on in eject- ment. The Court of Queen's Bench, in a recent case (Doe d. Jacobs u. Phillips, 10 A. & E. (N. S.) 130), held that the statute of limitations of 2 & 3 William IV. was applicable as between cestui que trust and trustee, and, therefore, that where the trustee had never been in possession during the period fixed by the statute, the latter barred his right, so that a trust term could not be setup under such circumstances. This case appears to have been met with considerable disapprobation by the profession, and subsequently the same point arose in Garrard v. Tuck, 8 M. G. & S. 238, when the Court of Common Pleas, dissenting from the decision in Doe d. Jacobs V. Phillips, held that the statute did not apply. The intricate learning of attendant terms has become pretty much obsolete in England since the statute of 8 & 9 Vict. o. 112, which declares (U) that on the 31st Dec, 1845, all satis- fied terms for years attendant on the inheritance, &c., either by express declara- tion, or construction of law, are to cease and determine, except those by express declaration, which though made to cease and determine thereby, are to continue to afford the same protection against incumbrances, &o., as if subsisting ; and ( § 2), satisfied terms subsisting or thereafter to be created, attendant on inheritance, &c., as above, shall immediately on their becoming attendant, cease and determine. In Virginia, by the Revised Code (Ed. 1849, p. 560), where purposes of trust are accomplished, and cestui que trust would be entitled to a decree for reconvey- ance, trustee cannot recover at law. 360 OF THE PRESUMPTION OF A to presume, where such a conveyance might reasonably be made, that they had conveyed accordingly, in order to prevent a just title from being defeated by a matter of form."(^) Hence it appears, that in every case, three circumstances are requi- site in order to raise the presumption of a reconveyance by a trus- tee. 1st, It must have been the duty of the trustee to convey ; 2d, There must be sufficient reason for the presumption, and 3d, The object of the presumption must be the support of a just title. And 1st. It must be the duty of the trustee to reconvey.' Where a cestui que trust becomes absolutely entitled to the whole beneficial interest in the trust estate, it is clearly the duty of the trustee, when *so required by the beneficial owner,(A) to L -I convey the legal estate to him, or according to his direction. (i) And, therefore, where the beneficial owner has for a long period con- tinued to deal with the property, as if he were possessed of the legal fee, it will be presumed that this requisition has been made, and the consequent conveyance executed. Thus a mortgage in fee simple was made in the year 1712 to a person, as a mere dry trustee for the real mortgagee, and the cestui que trust in the following year took a conveyance of the equity of redemption to himself in fee, and sub- sequently dealt with the estate, as if the legal fee were vested in him ; and no further notice was ever taken of the legal estate con- veyed to the trustee by the deed of 1712. The reconveyance of the legal fee was presumed on a bill being filed in 1822. (A) And where there is an express direction or provision in the trust instrument for a conveyance of the legal estate by the trustee at a certain specified period, the duty of the trustee to make such a con- veyance becomes yet more cogent, and the presumption of its having been made will consequently more readily arise.(?) Thus in England v. Slade, there was a devise of real estate to the use of trustees, in trust for the testator's son, and to convey the same to Mm immediately on his attaining twenty-one. The son reached twenty-one in September, 1788, and in October in the following year, (g-) Doe V. Sybourn, 7 T. E. 3 ; see 134; Goodson ■?;. Ellison, 3 Russ. 583; Goodtitle v. Jones, id. 49 ; Doe v. Read, England v. Slade, 4 T. R. 682 ; Angier 8 T. R. 118 ; 1 Sugd. V. & P. 470, 9tli v. Stannard, 3 M. & K. 571. edit. (4) Noel v. Bewley, 3 Sim. 103. Qi) Langley i;. Sneyd, 1 S. & St. 45, Q) Hillary v. Waller, 12 Yes. 239, 55. [See post, 278, &c.] 252; England v. Slade, 4 T. R. 682; (i) Carteret v. Carteret, 2 P. Wms. Wilson «. Allen, 1 J.& W. 611, 620. ' A jury will not be instructed to presume a reconveyance where the trustee would not be authorized to convey, or it was intended that the legal estate should remain outstanding. Black v. Black, 14 Verm, 28. RECONVEYANCE OR SURRENDER. 361 granted a lease of the property for 88 years. There was no proof of any conveyance from the trustees, but on an ejectment brought in the year 1792 by the lessee, claiming under the lease of October, 1789, Lord Kenyon, with the concurrence of the other Judges of the Court of K. B., held, that the conveyance was to be presumed. His Lordship said, " There is no reason why the jury should not have presumed a conveyance from the trustees to him (the son) upon his attaining the age of twenty-one, in pursuance of their trust. It was what they were hound to do, and what a court of equity would have compelled them to have done, if they had refused. But it is rather to he presumed that they did their duty. And as to the time, the jury may be directed to presume a surrender or conveyance in much less time than twenty years. "(m) In another case a copyhold, in the year 1746, was devised to two trustees in fee, upon trust to pay debts, &c., as well as two annuities and a legacy, and then to convey and surrender the premises to Tho- mas Allen, Ms heirs and assigns. The trustees were admitted in 1747. There was no entry on the rolls of a surrender by them, but in 1771 Thomas Allen the devisee was admitted, and in the same year devised the estate to other trustees to sell. The sale took place in 1772, and the deed contained a recital that the debts and lega- cies of the original testator had been paid, and that the annuities had ceased. Sir Thomas Plumer, M. R., held that as it was the duty of the trustees to convey on the accomplishment of the primary purposes of their trust, the court under the circumstances ought to presume a surrender to have been made.(ji) *And even where the direction for a conveyance by the |-j,grrT trustees applies to part only of the trust estate, the court will '- ^ notwithstanding presume a conveyance of the whole, if the general circumstances of the case warrant the presumption. (o) So where the estate has been originally conveyed to the trustee for some particular purpose or trust — as by way of indemnity ;{p) or to secure the payment of a mortgage debt ;{q) or to raise and pay an annuity or a sum of money for a portion or other purpose ;(>•) as soon as the particular purpose has been satisfied, it becomes the duty of the trustee to dispose of the legal estate, when required to do so by the cestui que trust, exactly as if he had been from the first a mere (m) England v. Slade, 4 T. R. 682; v. Soltau, 2 S. & S. 154; Ex parte Rol- and see Doe v. Sybourn, 7 T. R. 2. man, 1 Sugd. V. & P. 509, 9th edit.; (n)Wilsonu.Allen, 1J.&W.611, 13. Doe •!;. Hilder, 2 B. & Aid. 782. (o) Hillary t). Waller, 12 Ves. 239, 252. (r) Emery v. Grocock, 6 Mad. 54; (p) Hillary D.Waller, 12Ves. 239,254. Doe v. Wright, 2 B. & Aid. 710; Wil- (o) Doe V. Sybourn, 7 T. R. 2; Cooke son v. Allen, IJ. & W. 611, 619. 362 OF THE PRESUMPTION OF A dry trustee; and it is immaterial whether the estate vested in the trustee be one in fee simple,(s) or for a term of years. (t) And where from the lapse of time, joined with other circumstances, there is a moral certainty that the original purpose for which the estate was limited to the trustees must have been long since satisfied, the court will act upon that certainty, and presume that satisfaction, as well as the requisition to convey and the consequent reconvey- ance, although there maybe no direct proof of these facts, (m) Thus, in a case where a term had been created in the year 1711 for raising portions, of the satisfaction of which there was no direct evidence; but in 1744 a settlement had been made, and a recovery suffered, and there was a covenant that the estate was free from incum- brances ; and the term did not appear to have been dealt with at any time, and the parties entitled to the portions had attained 21, and died 60 years before ; the Vice-Chancellor (Sir J. Leach) held, that both the satisfaction of the portions, and the surrender of the term for securing them, must be presumed, (a;) However, where an estate is vested in trustees upon trusts which are expressly declared, it is their duty to retain possession of the legal estate until those trusts are fully performed: and consequently as long as any of the trusts are subsisting, the law will never presume a conveyance by the trustees ; for such a presumption could only be founded on the supposition of a direct breach of trust, which is never presumed. (y) For this reason it would seem to follow, that where a term of years has been assigned to a trustee expressly to attend the inheritance, itg surrender ought never to be presumed, from mere negative circum- stances, such as lapse of time, or the continued omission to deal with it, or to notice its existence; for Sir Edward Sugden observes, "In this case the trustees ought not to surrender the term ; to do so would be to commit a breach of trust. "(2) However, it was held on two occasions by the Court of K. B.' that |.^- a *surrender of a term might be presumed, although it had L J been expressly assigned to attend the inheritance :(«) and those decisions were followed in a subsequent case in the Court of Exchequer .(6) (s) Cooke V. Soltau, 2 S. & S. 154; (j/) Keene v. Deardon, 8 East, 248, Hillary v. Waller, 12 Ves. 239, 252. 264; Doe v. Staple. 2 T. R. 684. (J.) Doe V. Sybourn, 7 T. R. 2; Doe v. (z) 1 Sugd. V. &'p. 487, 9th ed., and Wright, 2 B. & Aid. 710; Ex parte Hoi- see p. 472. man, 1 Sugd. V.' & P. 509, 9th ed.; (a) Doe v. Wright, 2 B. & Aid. 710; Bartlett v. Dowries, 3 B. & Cr. 616. Doe v. Hilder, id. 782; see Bartlettv. («) 12 Ves. 252. Downes, 3 B. & Cr. 616. (a;) Emery v. Grooook, ubi supra; (6) Townshend v. Champernown, 1 and see Hillary v. Waller, 12 Ves. 252. Y. & J. 538. RECONVEYANCE OR SURRENDER. 363 There will be occasion presently to consider this point somewhat more at large : but it is to be observed that the doctrine of Doe v. Hilder has been much questioned, and the propriety of the decision in that case denied by Lord Eldon,(c) as well as by Richards, L. C. B.{d) Sir B. Sugden, also, in his Treatise on Vendors and Purchasers, has entered minutely into the discussion of the question, and has exposed with his usual ability and success, the unsoundness of the doctrine of that case.(e) The case of Townshend v. Ohamper- nown appears to be the only one in which the authority of Doe v. Hilder has been judicially recognised, and in practice it does not seem to have been acted on. Accordingly, Sir E. Sugden, after a careful review of all the authorities, has stated himself to be justified in considering the law to stand as it did before the decision in Doe v. Hilder.(/) 2d. There must be sufficient reason for presuming a conveyance by a trustee.' The execution of a conveyance by a trustee will not be presumed merely because such an act is sanctioned, or even peremptorily re- quired by the trust. But circumstances must also exist, from which the execution of the conveyance may reasonably be supposed to have taken place. Length of time is an important circumstance whereon to found this presumption, although it has been already mentioned that continued possession by the cestui que trust, without dealing with or noticing the estate vested in the trustee (however long the period), will not in general be a*sufficient reason of itself for presuming a conveyance by the trustee, inasmuch as such a possession is not inconsistent with the trustee's title. (^) However, very slight additional circumstances, when coupled with great length of time, have been held sufficient to support the pjre- sumption. Therefore, where a conveyance of an estate in fee simple was originally made to a trustee for a particular purpose, viz., as a" security against a defect of title, — which was intended to last only (c) Aspinall v. Kempson, 1 Sugd. V. [Doe v. Langdon, 12 Q. B. 719 ; Garrard & P. 508. V. Tuck, 8 C. B. 248.] (d) Doe V. Putland, 1 Sugd. V. &P. (g) Ante, p. 253; Keene v. Deardon, 502, 4; Deardon^. Lord Byron, id. 506. 8 East, 363; Hillary v. Waller, 12 Ves. (e) Vide post, 260. 250 ; Goodson v. Ellison, 3 Russ. 588. (/) 1 Sugd. V. & P. 470 to 510; and [Doe v. Langdon, 12 Q. B. 719.] see Doe v. Plowman, 3 B. & Ad. 573. ' '-The current of later authorities shows that where a term has been assigned to attend the inheritance, a surrender ought not to be presumed, unless there has been a dealing with the estate in a way in which reasonable men and men of business would not have dealt with it, unless the term had been put an end to." Wilde, C. J., in Garrard v. Tuck, 8 C. B. 248. 364 OF THE PRESUMPTION OF A eleven years, Sir Wm. Grant, M. R., held that a reconveyance might be presumed after the lapse of 140 years, without any notice of the estate being outstanding, on the general principle of law ; and even for the purpose of compelling a purchaser to accept the title ; and the decision was affirmed on appeal by Lord Erskine.(A) Indeed where the legal estate in fee simple has been vested in trustees for a particular purpose, which has been long since satisfied, or which from the length of time must be presumed to have been satisfied, there seems to be reason for contending as a general rule, that a reconveyance *might be presumed soleli/ from L -■ the lapse of time ;(i) for in this case no advantage can result to the beneficial owner from the legal estate remaining vested in the trustee, as is the case where the outstanding estate consists of a satis- fied term of years ; moreover, upon the satisfaction of the purpose for which the estate was created, it becomes the trustee's duty to execute a reconveyance. And this reasoning operates yet more powerfully in cases where there is an express and positive direction to the trustees to reconvey upon the satisfaction of the trusts :(A) for then their retaining the legal estate after the specified period almost amounts to a continuing breach of trust. However, this argument does not apply to cases where the legal fee is vested in a person as a mere dry trustee, and as a convenient mode of effecting the conveyance ; and where there is no particular purpose to be answered, which requires the separation of the legal and equitable estates. And in such a case the court has refused to presume a reconveyance by the trustee solely on account of the lapse of time, even after an interval of 120 years, where there have been no mesne transactions or other circumstances to assist the presump- tion. (?) And where a term of years is vested in a trustee for a particular purpose, upon the satisfaction of that purpose it will in general become attendant upon the inheritance by the construction of law, whether the instrument by which it is created' does or does not so direct ; and therefore, although no notice be taken of the existence of the term for a period, however long in its duration, the surrender of the term cannot be presumed from the lapse of time alone, unac- companied by other corroborative circumstances. (m) {h) Hillary v. Waller, 12 Ves. 239. {I) GoodrightD.Swymmer, iKenyon, (i) See Cooke v. Soltau, 2 S. & S. 385; and see Goodson v. Ellison, 3 154 ; Noel v. Bewley, 3 Sim. 103 : Hil- Russ. 583, 8 ; sed vide, Doe v. Lloyd, lary v. Waller, 12 Ves. 252, 270. cited in Matthews on Presumption, 215; [k) Wilson V. Men, 1 J. & W. 611 ; see Langley v. Sneyd, 1 S. & St. 45. see England v. Slade, 4 T. R. 682 ; Hil- (m) Cholmondeley i;. Clinton, 1 Sugd. lary v. Waller, 12 Ves. 239; Doe v. Sy- V. & P. 506, 7, 9th ed. bourn, 7 T. R. 2. BBCONVETANCB OR SURRENDER. 365 But any circumstances tending to show that the equitable owner has acted or dealt with the property as if the legal estate were vested in him, will be material as evidence, when joined with length of time, to raise the presumption of a conveyance by the trustee. Therefore, if the deeds, by which the legal estate was originally vested in the trustee, are in the possession of the beneficial owner, and not of the trustee or his representatives ;(«) or if the beneficial owner grant or confirm leases of the property for long terms of years, in such a way that they could only take efi"ect out of the legal estate ;(o) or if his title to, and possession of, the legal fee, be stated by him in a recital "in a deed •,{p) or if he suffer a recovery, and make a settlement, which can only operate on the supposition that the legal estate was not out- standing in the trustee •,{q) or if he make a conveyance of the pro- perty, and the conveyance deed contain a covenant for quiet enjoy- ment, free from incumbrances ;(r) all these ^circumstances, p^ncj,-, when joined with considerable lapse of time, have been held L -' sufficient to support the presumption in question. And so, if on mesne dispositions of the estate, the title has been examined and accepted by conveyancers ;(s) or in the case of a copyhold, if the equitable owner have been admitted and accepted by the lord as the legal tenant,(i) a similar result will follow. In these cases it is impossible to lay down any general rule as to the number of years, or the precise circumstances, which will or will not be considered sufficient to support the presumption. This is a conclusion to be drawn from the general consideration of the circum- stances, which must necessarily vary in every individual case ; and the decision in one case can rarely be considered as an authority in any other. It has been already seen, that where there is an express direction for the trustee to convey to a particular person at a certain time, the presumption that the trustee has performed his duty by executing the conveyance, will be more readily raised than if there were no such direction. Therefore, if the person who is entitled to require the conveyance, have done any act which assumes that the legal estate is vested in him, — the court will presume the execution of the reconveyance by the trustees after a very short interval of time, even though it be less than 20 years. Thus in England v. Slade, a testator in December, 1777, devised lands to trustees, in trust to convey to his son immediately on Ms (n) Hillary v. Waller, 12 Ves. 239; (r) Emery v. Grocock, ubi supra. Cooke V. Soltau, 2 S. & St. 154; Tenny (s) Stafford v. Llewellyn, Skinn. 77; V. Jones, 10 Bing. 75. Doe v. Hilder, 2 B. & Aid. 782; Emery (o) Noel V. Bewley, 3 Sim. 103 ; Eng- v. Grocock, 6 Mad. 55 ; Ex parte Hol- land V. Slade, 4 T. R. 682. man, 1 Sugd. V. & P. 509. ip) Noel V. Bewley, 3 Sim. 114, 115. (<) Wilson v. Allen, 1 J. & W. 611. (9) Emery v. Grocock, 6 Mad. 54. 366 OP THE PRESUMPTION OF A attaining 21. The son attained that age in 1788. No conveyance by the trustees was proved, but in 1789 the son granted a lease of the property for 88 years. And on an ejectment, brought by the lessee in 1792, it was held by Lord Kenyon, with the concurrence of the other judges of the Court of King's Bench,- that the plaintiff took the legal estate under that lease, " and as to the time, a jury might be directed to presume a surrender or conveyance in much lem time than twenty years. (u) Where the estate outstanding in a trustee consists of an old satis- fied term of years, it is doubtful whether the continued omission to deal with or notice it on conveyances of the inheritance, will or will not of itself be a sufficient reason for presuming its surrender. This doubt exists equally, whether the term by the termination of the trust has become attendant through the operation of law, or whether it has been expressly assigned to a trustee to attend the in- heritance. The language of Lord Eldon in the House of Lords, on the appeal in Cholmondeley v. Clinton, (a;) treats the question of pre- suming the surrender of a term as on precisely the same footing in either case. (a;) However, where there has once been an express di- rection, that a term shall be held in trust to attend the inheritance, there certainly appears to be ground for contending strongly in argument, that mere negative circumstances shall not have the effect of raising the presumption of a surrender in direct contradiction to such an express trust, whatever might be their effect, where the trust to attend is created only by the implication or construction of law. P^- *Sir Edward Sugden, in his work on Vendors and Purchasers, ■- -I has entered minutely into the consideration of this subject, and has entirely exhausted the learning connected with it; and that learned writer supports, with his usual ability and force, the position that an express assignment to attend the inheritance will prevent the presumption" of its surrender. In such a case he observes, "it were clearly too much to presume a surrender of a term, which the owner has so anxiously kept distinct from the inheritance. "(^) In Doe V. Staple,(s) Lord Kenyon, C. J., said that he extremely approved of what was said by Lord Mansfield in Lade v. Holford, that he would not suffer a plaintiff in ejectment to be nonsuited by a term standing out in his own trustee, or a satisfied term set up by a mortgagor against a mortgagee, but would direct a jury to presume a surrender.(z) . However, this and other similar dicta (although doubtless (u) England v. Slade, 4 T. R. 682; (z) Doe v. Staple, 2 T. R. 696; and and see Doe v. Sybourn, 7 T. R. 2. see Doe v. Sybourn, 7 T. R. 2 : Goodtitle {x) Cholmondeley v. Clinton, 1 Sugd. v. Jones, 7 T. R. 47 ; Doe v. Read, 8 T. V. &P. 506,7, 9th edit. R. 118. (j) 1 Sugd. V. & P. 470, 9th ed.; and see p. 472. RECONVEYANCE OR SURRENDER. 367 favorable to the presumption of a surrender), cannot be considered to have established judicially a doctrine of so much importance. The first decided case, in -which the presumption of the surrender of an attendant term was made in the absence of any positive corro- borative evidence to support it, was that of Doe d. Biirdett v. Wright.(a) There a term was assigned in 1735 to raise an an- nuity, which ceased in 1741, and then to attend the inheritance. There had been no sale or other transaction, in which the term could have been dealt with, except a sale in 1801 of a small part of the estate for redeeming the land tax, whereupon the seller covenanted with the purchaser to produce the deeds creating and assigning the term. The surrender of the term was presumed by the Court of King's Bench in 1819. It is to be observed, however, that in this case the question was raised between two persons, each of whom claimed the property by descent. (a) This case was followed in the same term by that of Doe v. Hilder,(6) where a term, which had been assigned to attend the inheritance in 1779, was presumed by the same court to have been surrendered in 1819. And this presumption was made on behalf of a judgment creditor against a purchaser, although the only circumstance in favor of it was the omission to assign or take any notice of the term in a settlement made on the marriage of the owner of the estate in 1814, and again in a conveyance on the sale of his life estate in 1816.(J) In the case of Ex parte Holman,(c) a term of 500 years was created in 1735, and was noticed in an intermediate deed dated in July, 1749. There had been three conveyances of the fee upon sales in 1784, in 1791, and 1792; but no notice had been taken of the term in those conveyances or on any other occasion. It was held by Sir John Leach, in 1820, that a surrender of the term must be presumed, and that an assignment of it was not necessary to perfect the title of a purchaser.(c) In Bartlett v. Downes, a satisfied term had been set up by a devi- see of the grantor to defeat a grant of the stewardship of a manor to a person *for life. The term had been created in 1712, r-^^r-r.-, and had been assigned to attend in 1786 ; and in 1793 there l '^ -I was a general declaration as to all outstanding terms. The Court of King's Bench held, that the surrender of this term was properly pre- sumed in favor of the grantee in 1825.(c?) The case of Townsend v. Champernown,(e) in the Exchequer, car- ried this doctrine to a still greater extent. In a deed made in the (a) Doe V. Wright, 2 B. & Aid. 710. (d) Bartlett v. Downes, 3 B. & Cr. (6) Doe V. Hilder, 2 B. & Aid. 782. 616. (c) Ex parte Holman, 1 Sugd. V. & (e) Townsend u. Champernown, 1 Y. P. 509, 9th ed. & J. 538. 368 OF THE PRESUMPTION OF A year 1758, a term of 1000 years had been recited to have been as- signed to attend. The Master reported in favor of the title of a vendor, on the ground that the surrender of this term must be pre- sumed after an interval of 70 years ; and Alexander, L. C. B., on overruling an exception to this report, observed, " until a different decision be pronounced I shall, on the authority of Doe v. Hilder, after the expiration of 70 years — without payment of interest — pre- sume the term to be surrendered. "(e) It is difficult to comprehend the meaning of the Lord Chief Baron's observation as to the non-pay- ment of interest ; but the effect of the decision, if supported, is, that a term expressly assigned to attend, if not dealt with or noticed for 70 years, must be presumed to have been surrendered, even to the extent of compelling a purchaser to accept the title without an assignment of the term. But on the other hand, there are several dicta and decisions by which the foundation of the doctrine of Doe v. Hilder and the cases following it has been very much shaken, if not expressly overturned. The decision of Doe v. Hilder was strongly disapproved of by Rich- ards, L. C. B., and the other barons of the Court of Exchequer, when the circumstances of that case were subsequently brought before them on another ejectment.(/) Lord Eldon on several occasions ques- tioned the soundness of the same decision in the most pointed terms ;(^) and finally, in Aspinall v. Kempson, upon the case of Doe v. Hilder being cited, his Lordship observed, that having paid conside- rable attention to that case, he had no hesitation in declaring that he would not have directed a jury to presume a surrender of the term in that case, and for the safety of titles, he thought it right to declare that he did not concur in the doctrine laid down in that case.(/i) Again, Sir Edward Sugden, after an elaborate investigation of the law on this subject, as founded both on principle and authority, has laid it down, that a term of years assigned to attend the inheritance, ought not to be presumed to be surrendered, unless there has been an enjoyment inconsistent with the existence of the term, or some act done in order to disavow the tenure under the termor, and to bar it as a continuing interest, (j) In this state of the authorities it was impossible to maintain, in its full extent, the principle of Doe v. Wright and Doe v. Hilder, much less that of Townsend v. Champernown ; and it may be confidently stated, that at *the present day the mere omission to notice L J the existence of an outstanding term will be held a sufficient (e) Townsend v. Champernown, 1 Y. 1 Sugd. V. & P. 505; Hayes v. Bay- & J. 538. ley, id. 506 ; Cholmondeley v. Clinton, (/) Doe V. Putland, 1 Sugd. V. & P. id. 506, 7. 502 ; and see Deardon v. Lord Byron, (/s) Aspinall v. Kempson, 1 Sugd. V. cited id. 506. & P. 508. {g) Townsend u. Bishop of Norwich, (t) 1 Sugd. V. &. P. 472, 9th ed. KECONVETANOB OR SURRENDER. 369 reason for presuming its surrender only where there have been inter- mediate sales or other transactions, in which it is necessary or usual to deal with or notice all existing terms. The decided cases, and to a certain extent the principles on which the doctrine of presumption proceeds, seem to support its application to that extent, (i) But this foundation for the presumption wholly fails, where no intermediate transactions have taken place affecting the property, except those in which it is neither requisite nor customary to notice any existing terms, as in the case in marriage settlements or devises by will. -In such cases, therefore, it has been decided that the mere omission to notice a term is no reason for presuming its surrender as between a^urchaser of the inheritance and a person claiming under a. prior title ; or on a question of title between a vendor and pur- chaser.(Z) And the same reasoning applies, d fortiori, to cases where the estate has not been dealt with or disposed of at all since the assignment of the term.(m) However, the presumption of the surrender, even where there have been intermediate sales without any notice of the term, is opposed to the authority both of Lord El don and Sir Edward Sugden, who have both strongly denied the necessity of taking an assignment of a term, which has been once assigned to attend, even upon a purchase of the inheritance, (w) The same rules do not apply where the term is made use of by the trustee himself, to defeat or oppose the title of the cestui que trust. For in such a case a court of law, in order to prevent the gross in- justice attending the enforcing of such a claim, will take advantage of any circumstances, however inconclusive, in order to presume the surrender of the term.(o) And the same principle has been acted upon in a contest between two persons, who each claimed an estate as the heir-at-law of a former owner, lest the consideration of the merits of the case should be prevented or delayed by a purely technical objection.(p) How- ever, the application of the doctrine even to this extent has been much questioned, and the case in which the court arrived at that decision must be regarded at best as but of very doubtful authority. (j) Qc) Doe V. Hilder, 2 B. & Aid. 782; other case cited, Ibid.; Hayes i;. Bailey, Emer^ v. Grocock, 6 Mad. 54 ; Ex parte id. 506 ; Cholmondeley v. Clinton, id. Holman, 1 Sugd. V. & P. 509; Doe v. 507; 1 Sugd.V.&P. 477 to 482; Maun- Plowman, 2 B. & Ad. 573. [Doe v. drell v. Maundrell, 10 Ves. 246. Langdon; 12 Q. B. 719 ; Garrard v. Tuck, (o) Lade'W.Holford, BuU.N. P. 1 lOjDoe 8 C. B. 247.] v. Staple, 2 T. R. 696; Doe v. Sybourn, 7 (/) Doe 1J. Plowman, 2 B.& Ad. 573; T.R. 2;Goodtitle^.Jones,id.47; andsee 1 Sugd. V. & P. 475, 6. ■ Bartlettu. Downes, 3 B. &Cr. 616. (ff!) 1 Sugd. V. & P. 473, 4. (p) Doe v. Wright, 2 B. 8: Aid. 710, (n) Marquis of Townsend v. Bishop vide post of Norwich, 1 Sugd. V. & P. 505; an- (g) Doe v. Plowman, 2 B. & Ad. 573, 24 370 OF THE PRESUMPTION OF A Where an old satisfied term, though not expressly assigned to attend, has been recently recognised and dealt with as a subsisting r*9fi9n i'l*'^'^^^** ^* ^^ *clear that no previous lapse of time, however *- -■ great, will be a sufiicient reason for presuming its surren- der.(r) (1) If a term of years, created to secure certain chal-ges, be mortgaged to the tenant for life, who pays off the charges, no lapse, of time will raise a presumption of its surrender as against the tenant for life, or his representatives. (s) For in that case the term would still remain in gross and on foot for the benefit of the tenant for lifei, , 3d. — The object of the presumption must be tQ; gre^^^nt a just title from being defeated by mere matter of form. According to the doctrine laid dOTfi. by Lord. Mansfield and Lord Kenyon, this is the third requisite for raising the presumption of a conveyance or surrender of a legal estate outstanding in a trustee.(t) Its reasonableness and justice is obvious ; for otherwise one of the great protections afforded by the law to innocent purchasers would be done away with, and a doctrine, which was introduced for the security and quieting of just titles, would be continually liable to be perverted to the purposes of injustice and oppression, (m) Accordingly, as a general rule, this presumption will be made in favor only of the person in whom the beneficial title is for the time being clearly vested, although for this purpose it is immaterial whether the person claiming the benefit of the presumption be entitled to the equitable estate in fee simple ;(») or as grantee for life;(«/) or as a lessee for a term of years. (^) In the recent case of Doe v. Cook, (2) the Court of C. P. refused to presume the surrender of an outstanding term in favor of a defen- dant, who showed no other title to the premises which were sought to be recovered, than that of a mere naked possessiou.(a) In Doe V. Wright, neither of the parties to the action had esta- (r) Doe V. Scott, 11 East, 478. (a;) Wilson v. Allen, IJ. & W. 611, (s) Redington v. Redington, 1 Ball. & Noel v. Bewley, 3 Sim. 103; Tenny v. Beat. 131. Jones, 10 Bingh. 75. (() Lade v. Holford, Bull. N. P. 110; (y) Bartlett v. Downes, 8 B. & Cr. Doe V. Sybourn, 7 T. R. 2; Goodtitle v. 616. Jones, id. 47. (2:) Doe v. Cook, 6 Bingh. 174. (tt) See Doe v. Cook, 6 Bingh. 179; (a) England v. Slade, 4 T. R. 682; and Tenny v. Jones, 10 Bingh. 75. Doe v. Sybourn, 7 T. R. 2. (1) It nowhere appears to have been decided, what would be the effect of a general declaration, which is not unfrequently inserted in deeds of conveyance, that all terms not then assigned to attend shall be presumed to have been surren- dered. However, it is conceived that such a declaration would be conclusive as to the presumption at least against all the parties to such a declaration, who at the time were entitled to the benefit of any terras, as well as per-sons claiming under them, whatever might be its operation as affecting other persons. RECONVEYANCE OR SURRENDER. 371 Wished an exclusive title to the beneficial ownership, for they both claimed in the same character, viz., as heir. An outstanding term was notwithstanding presumed to be surrendered ; for if either claim- ant had been suffered to set it up against the other, the party who availed himself of the advantage might have turned out not to be the real heir, and thus a just title might have been defeated by the mere formal defect.(6) All the decisions, therefore, that have hitherto been mentioned, support the position, that the presumption will only be made in favor of a just title, and also to prevent that title from being defeated. However, the case *of Doe v. Hilder(c) is directly at variance p^o(;n-i with the latter branch of this proposition. In that case both L J the parties had an equitable interest in the property ; one represent- ing a purchaser for valuable consideration, and the other being a judgment creditor of the vendor, who had issued an elegit previously to the sale. The equitable rights of the parties were therefore tole- rably equal, or rather, as Sir Edward Sugden has shown, the equity of the purchaser was the stronger of the two,((i) and the purchaser then fortified his equitable title by getting in the legal estate, which was outstanding in an old term of years. It was notwithstanding held by the Court of K. B., that the surrender of the term was to be presumed in favor of the judgment creditor, so as to defeat the pur- chaser's title. However, it has been already observed, that this case cannot now be considered a binding authority, (e) But there is a series of other cases, in which the latter branch of this proposition, viz., that the presumption is to be made, only in order to prevent a just title from being defeated by a matter of form — appears to have been lost sight of. These are those cases, in which a purchaser has been compelled to accept a title, the validity of which is founded on the presumption of a conveyance or surrender of an outstanding legal estate. (/) The first case in which this doctrine was applied in practice, was that of Hillary v. Waller ;(^) where a purchaser objected to the title on the ground, that there was no evidence of the reconveyance of the legal fee, which had been vested in a trustee by a conveyance dated 140 years previously ; Sir Wm. Grant, M. R., overruled the ob- jection, and decreed a specific performance of the agreement against the purchaser ; and this decision was affirmed on appeal by Lord Erskine.(^) Sir E. Sugden has observed, that this case has not met with the (6) Doe V. Wright, 2 B. & Aid. 710. Emery v. Grocock, 6 Mad. 54 ; Ex parte (c) 2 B. & Aid. 782. Holman, 1 Sugd, V. & P. 509, 10; Cooke Id) 1 Sugd. V. & P. 501, 2. V. Soltau, 2 S. &St. 154; Townsend v. (e) Vide supra. Champernown, 1 Y. & J. 543. (/) Hillary v. Waller, ]2Ves. 239; (g-) Hillary u. Waller, 12 Ves. 239. 372 OF THE EFFECT OF THE approbation of the profession ; and that it has occasioned conside- rable diflGiculties in practice. (A) But the doctrine, which it esta- blished, has since been recognised and acted upon in a series of cases, in which reconveyances and surrenders of outstanding legal estates, as well in fee(i) as for terms of years,(A) have been presumed against purchasers, by whom a specific performance has been resisted on account of that defect in the title. It is now too late, therefore, to question the soundness or propiriety of the principle on which those decisions have proceeded. v.— OF THE APPLICATION OF THE STATUTES OF LIMITATION AS EEGAKDS THE ESTATE OF TRUSTEES. » It has been laid down in general terms in some of the older cases, that the Statutes of Limitation do not run against a trust. (Z)' How- ever, this position, though generally true, must not be admitted with- out some qualification. As between trustees and cestui que trust, an express trust, con- stituted *by the act of the parties themselves, will not be •- J barred by any length of time, for in such cases there is no adverse possession, the possession of the trustee being the possession of the cestui que trust.(m)[Vf And the law on this point is not (A) 1 Sugd. V. & P. 350, 1. (i) Sheldon v. Wildman, 2 Ch. Ca. (i) Cooke V. Soltau, 2 S. & St. 154. 26 ; Hollis's case, 2 Veatr. 345. Ik) Emery v. Grocock, 6 Mad. 54 ; (ni) Beckford v. Wade, 17 Yes. 97 ; Ex parte Holman, 1 Sugd. V. & P. Hovenden ti. Lord Annesley, 2 Sch. & 509 ; Townsend v. Champernown, 1 Y. Lef. 633 ; YV^edderburn v. Wedderbum, & J. 538. 4 M. & Cr. 52. (1) And where there are several trustees, the Statutes of Limitation will not run against the cestui que trust, as long as any one of the trustees is in possession. Attorney-General v. Flint, 4 Hare, 147. ' See the Statute of New York, stated ante, note to page 168. By the Ohio civil code of 1853, tit. ii. ch. 1, § 6, continuing and subsisting trusts are ex- pressly excepted from the operation of the provisions of that title, with regard to the " limitation of civil actions." 2 It has been uniformly ruled in the United States, that in the case of an express continuing trust, the Statute of Limitations does not begin to run as against the cestui que trust, and in favor of the trustee, until there has been some open ex- press denial of the right of the former, and what amounts to an adverse posses- sion on the part of the latter. Decouche v. Savetier, 3 J. C. R. 190; Anstice v. Brown, 6 Paige, 448; Kane v. Bloodgood, 7 J. C. R. 90; Bohannon's heirs v. Sthresley's adm., 2 B. Monr. 438; Foscue v. Foscue, 2 Ired. Eq. 321 ; White v. White, 1 Johns. Maryl. Ch. 56; Pinson v. Grey, 1 Yerg. 296; Cooki>. Williams, 1 Green, Ch. 209 ; Boone v. Chiles, 10 Pet. 177 ; Prevost v. Gratz, 6 Wheat. 481; Oliver V. Piatt, 2 How. U. S. 333 ; teller's lessee v. Eckart, 4 Id. 289; Johnson V. Humphreys, 14 S. & R. 394; Finney ii. Cochran, 1 W. & S. 118; Murdochs. STATUTES OF LIMITATION. 373 affected by the late Limitations Act (3 & 4 Will. IV. c. 27) ; for the 25th section of that statute expressly provides, that time shall not run against an express trust, until the land or rent vested in the trustee shall have been conveyed by him to a purchaser for a valu- able consideration ; and that it shall then run only in favor of the purchaser and the parties claiming under him.' Therefore in case of express trust, accounts have been decreed against trustees, extending over periods of thirty, forty, and even forty-five years, (w) And the rights of the cestui que trust will not (n) Beaumont v. Boultbee, 5 Ves. Atty.-Gen.u. Brewers' Company, iMer. 485; Townsend v. Townsend, 1 Cox, 495. 28 ; Chalmer v. Bradley, IJ. & W. 51 ; Hughes, 7 Sm. & M. 219 ; Starke v. Starke, 3 Rich. 438; Perkins v. Cartwell, 4 Harring. 270; Varich D. Edwards, 11 Paige, 259; Farnum v. Brooks, 9 Pick. 212; Smith v. Calloway, 7 Blackf. 86; McDonald v. Sims, 3 Kelly, 383; see Wicklifle v. City of Lexington, 1 1 B. Monroe, 161. And even in cases of adverse possession the knowledge of, or notice to, the cestui que trust is necessary. Fox v. Cash, n Penn. St. R. 207; Starke v. Starke, 3 Rich. 438. Where a trustee for the sale of stock actually sells, and incurs a liability for the proceeds, the statute begins to run from that time. White v. White, 1 John. Mary. Ch. 56. So, in general, where the relation is terminated by a breach of trust. Wickliffe v. City of Lexington, 11 B.Monroe. 161. Where the trust, however, is merely impHed or constructive, there has been some disagreement among the cases, but the better opinion appears to be that, as in general the facts out of virhich such trust arises, from their very nature presuppose an adverse claim of right on the part of the trustee by implication, from the beginning, the .statute will commence to run against the cestui que trust, from the period from which he could have vindicated his right by action or otherwise ; which, however it may be at law, where there has been a difference among the cases, (see Angell on Limit., ch. 18), in equity is considered to be when he has, or, with reasonable diligence, could have made himself acquainted with that right. Angellon Limitation, ch. 16, 35 ; and cases there cited ; 19 Am. Jurist, 389 ; Sheppard v. Turpin, 3 Gratt. 373 ; Murdock V. Hughes, 7 Sm. & M. 219; Gratz v. Prevost, 6 Wheat. 481; Cuyler v. Brant, 2 Caines Cas. 326 ; and note ante, p. 168, on the effect of lapse of time in equity, A resulting trust from the payment of purchase-money is barred by the statute, Strimpfler v. Roberts, 18 Penn. St. R. 300. As an executor or administrator is a trustee for legatees, next of kin, or creditors, the general rule applies, Lindsay v. Lindsay, 1 Desaus. 150; Carr v. Bob, 7 Dana, 417; Blue v. Patterson, 1 Dev. &Batt. Eq. 457; Bird v. Graham, 1 Ired. Eq. 196 (except where there is some statutory limitations, as there is indeed, in most of the States, see post, 341 n.) ; though there will be a presumption of payment after a great lapse of time. Bird v. Graham, ut supr. ; Graham v. Torrance, 1 Ired. Eq. 210; Shearin v. Eaton, Id. 282 ; Graham v. Davidson, 2 Dev. & Batt. 155; Tate v. Connor, 2 Dev. Eq. 224 ; Hudson V. Hudson, 3 Rand. 1 17 ; Hayes v. Good, 7 Leigh, 452 ; Skinner v. Skin- ner, ] J. J. Marsh. 594; see Angell on Limitations, eh. 16. These questions with regard to the statute, only apply as between trustee and cestui que trust. Lyon v. Marclay, 1 Watts, 275. Among several cestui que trusts none can take advantage of possession against the rest. Foscue v. Foscue, 2 Ired. Eq. 321. ' See Voung v. Lord Waterpark, 10 Jur. 1; 15 L. J. (Ch.) 63; 13 Sim. 204 Garrard v Tuck, 8 C. B. 247. 374 OF THE EFFECT OF THE be affected by a fine levied by the trustees, or a purchaser from him.(o) The law on this subject has recently been fully considered, and the principle, as stated above, adopted in the case of Wedderburn V. Wedderburn, which came before Lord Langdale, M. R., and was subsequently brought by appeal before Lord Cottenham.(p) So in a very recent case a testator, who died in 1795, devised his real estates to trustees to sell and pay certain annuities. The trustees entered into possession, and the survivor remained in possession, until 11 years before the filing of the bill, but no payment had been made in respect of the annuities for more than twenty years before the bill was filed. It was contended, that the annuitants were barred by the Statute of Limitation ; but the Vice-Chancellor (Sir L. Shadwell) held, that there was no adverse possession during the time that the trustees continued in possession, and his Honor granted the relief prayed by the bill.(g') And in another case, where the heir-at-law of a testator, who was also devisee in trust under his will, entered into possession of the estate as trustee, and received the rents from 1811 down to 1835 ; it was held by Lord Langdale, M. R., that he could not plead the Statute of Limitation in answer to a bill for an account filed in 1836.(r) However, these observations apply only to cases, where the rela- tion of trustee and cestui que trust is still subsisting. For although an express trust may once have been created, yet if the trustee, with the full knowledge and consent of the cestui que trust, have devested himself of that character, by parting with the legal estate, and set- tling his accounts, and obtaining a release from the person benefi- cially interested, the court in the absence of fraud will be very re- luctant to entertain a claim, arising out of the trust transactions, where there has been such a lapse of time, as in ordinary cases would constitute a bar under the Statute of Limitations. And this distinc- tion was clearly recognised, and maintained, both by the L J *Master of the Rolls and the Lord Chancellor, in deciding the case of Wedderburn v. Wedderburn. (s) Where the trust is created merely by implication or construction of law, the plea of lapse of time will be more readily admitted, as a bar to any claim by the cestui que trust against the trustee.(t) In such cases, the possession of the trustee is usually to a certain extent adverse to the cestui que trust; for it rarely happens that such a (o) Thompson v. Simpson, 1 Dr. & (s) Wedderburn v. Wedderburn, 2 W. 459. Keen, 749; S. C. 4 M. & Cr. 52; see (p) Wedderburn v. Wedderburn, 2 Portlock v. Gardner, 1 Hare, 594. [See Keen, 722; S. C. 4 M. & Cr; 41. Wycliffei). Lexington, 11 B.Monr.l61.] (5) Wood V. Arch, 12 Sim. 472. (t) Breclcford v. Wade, 17 Ves. 97; (r) Man v. Rickets, 13 Law Journ. Hovenden v. Lord Annesley, 2 Sch. & N. S., Chanc. 194. Lef. 633. [See ante, note, page 264.] STATUTES OF LIMITATION. 375 trust is expressly recognised, or admitted by the parties.(M) There- fore, though in strictness the Statutes of Limitation can scarcely be said to apply to these equitable cases, courts of equity have always admitted the validity of a defence founded on the analogy of those statutes, and have refused relief, ■where the party, with full know- ledge or being in a situation to have full knowledge of his rights, has delayed for twenty years to prosecute his claim. (a;) On more than one occasion, a delay of eighteen years in enforcing a claim founded on a constructive trust has been held a sufficient reason for dismissing the bill.(^) Where the period of acquiescence has been longer than twenty years, the ground of defence will of course be proportionably stronger, and more difficult to overcome. (a) However, even in cases of constructive trusts, mere lapse of time will not of itself be always a bar to the relief. The party entitled to the benefit of the trust must also have been aware of his rights, and must have acquiesced in being deprived of them by the trustee ; and time as a bar to the remedy runs only from the commencement of such acquiescence. (a) Therefore, where the parties equitably en- titled have not been in a situation to become acquainted with their rights, the court in numerous instances has enforced the performance of a constructive trust, notwithstanding the long interval that had elapsed since the title had accrued. Thus in Stackpole v. Da- voren,(6) an account of rents and profits of an estate was decreed, under peculiar circumstances of fraud and imposition, after an ad- verse possession of fifty years. (S) And in a recent case, Sir C. Pepys, M. E.., set aside a purchase by a steward at an undervalue after an interval of forty-seven years :(c) and many other decisions of a similar tendency are to be met with in the book3.(d) (u) CoUard v. Hare, 2 R. & M. 683. (a) Blennerhasset v. Day, 2 Ball. & (a:) Smith v. Clay, 3 Bro. C. C. 639, B. 118; Trevelyan v. Charter, Rolls, n. ; Bond v. Hopkins, 1 Sch. & Lef. 429 ; June 2, 1835. [Ante, note, p. 168, and Horenden u. Lord Annesley, 2 Sch. & see this subject further considered, post, Lef. 636, 7; Medlicott ii. O'Donnell, 1 Remedies for Breach of Trust, p. 518.] Ball. & Beat. 164; Cholmondeleyu. Clin- (i) Stackpole v. Davoren, 1 Bro. P. ton, 2 J. & W. 141, 151 ; Pryce v. Byrn, C. 9. cited 5 Ves. 681. (c) Trevelyan v. Charter, Rolls, 2 Junej (i/) Gregory v. Gregory, Coop. 201; 1835; [affirmed 11 CI. & F. 714.] Champion v. Rigby, 1 R. & M. 539; {d) Vernon v. Vaudry, 2 Atk. 119; see Selsea v. Rhoads, 1 Bl. N. S. 1. Alder v. Gregory, 2. Ed. 280 ; Malony (z) Norris v. Neve, 3 Atk. 38 ; An- v. L'Estrange, 1 Beat. 406 ; Randall v. drew V. Wrigley, 4 Bro. C. C. 124; Errington, 10 Ves. 423; Purcell v. Bonny v. Ridgard, cited id. 138 ; Pryce M'Namara, 14 Ves. 91 ; Pickett v. Log- V. Byrn, 5 Ves. 681 ; cited Campbell v. gan, id. 215; Murray v. Palmer, 2 Sch. Walker, 5 Ves. 678, 82 ; Morse v. Royal, & Lef. 487 ; Aylward v. Kearney, 2 Ball. 12 Ves. 355; Ex parte Grainger, 2 Deac. &B. 463 ; Gordon v. Gordon, 3 Sw. 400 ; & Ch. 459; Bonny v. Ridgard, 1 Cox, Watson v. Toone, 6 Mad. 153. 146 ; see this subject further considered, 376 OF THE EFFECT OP THE r*9fifi1 *Moreover, a cestui que trust will not be barred from his ■- -^ right to relief by any length of acquiescence, unless he have an immediate possessory title to the beneficial interest. For instance, where a person was entitled to the trust of a beneficial lease in re- mainder after the determination of a previous life estate, and the trustees suiFered the lease to expire in 1798 ; but the tenant for life did not die until 1830, the cestui que trust in remainder was held en- titled to relief against the trustees upon a bill filed by him in 1831, although he had been of full age since 1800.(e) It is almost needless to add, that a cestui que trust being an infant or otherwise non sui juris cannot be prejudiced by any acquiescence.(/) Where the conduct of the trustee is tainted with fraud, the same doctrine will be applied with even greater stringency ; and the time will commence running only from the discovery of the fraud. And the 26th section of the act- 3 & 4 Will. IV. c. 27 expressly enacts, that in cases of concealed fraud, time shall not begin to run until the fraud shall, or with reasonable diligence might, have been known or discovered, with a saving, however, of the rights of bona fide pur- chasers for valuable consideration without knowledge of the fraud. Acquiescence has not the same effect in barring an equitable right where the parties interested consist of a numerous body of persons, such as creditors, or a society or congregation of dissenters ; for re- lief will be decreed in favor of such objects after very considerable delay.(5') And on the same principle, it has been determined that trusts for charities are not afi"ected by the Statutes of Limitation.(A) And the first section of the new statute 3 & 4 Will. IV. c. 27, has not altered this rule.(i)(l) For the same reason that the possession of the trustee is not usu- ally a bar to the cestui que trust, the possession of the cestui que trust, for however long a period, will not in general displace the legal title of the trustee. For the holding in either case is not adverse.' (e) Bennet v. CoUey, 5 Sim. 181 ; 2 Mackenzie, 3 Bro. P. C. 42; Atty.-Gen. M. & K. 225; and see Thompson v. v. Lord Dudley, Coop. 146. Simpson, 1 Dr. & W. 459, 489. (A) Atty.-Gen. v. Mayor of Coventry, (/) March v. Russell, 3 M.SfCr. 31, 2 Vern. 399; Atty.-Gen. v. Mayor of 42; [but as regards strangers claiming Bristol, 2 J. & W. 321; Atty.-Gen. v. against legalestate, it is different; Wil- Mayor of Exeter, Jac. 448. Hams V. Otey, 8 Humph. 563 ; see Smi- (i) Irish Incorporation Society v: lie V. Biffle, 2 Barr, 52.] Richards, 1 Dr. & W. 258 ; Atty.-Gen. (g-) Whichcote v. Lawrence, 3 Ves. v. Perse, 2 Dr. & W. 67 ; Atty.-Gen. v. 740, 52; Case in Exchequer, cited 6 Flint [4 if are, 147]. Ves. 632; York Buildings Company v. (1) The first section of 3 & 4 Will. 4, c. 27, declares that the vcord " person" shaU extend to a body politic, corporate, or collegiate, and to a class of creditors or other persons, as well as an individual. ' In Doe d. Jacobs v. Phillips, 10 Q. B. 130, it was held under the statute of 3 & 4 William IV., that the possession of the cestui que trust was ad- STATUTES OF LIMITATION. 377 At law the cestui que trust is regarded as tenant at will to the trustee, . Glubb, 2 Bl. 1052: Ar- and Rudge v. Birch, cited 1 T. R. 621, thington v. Coverley, 2 Eq. Abr. 518; 2. [Campbell v. Hamilton, 3 Wash. Boteler v. Allington, 2 Atk. 458 ; Earl C. C. R. 93 ; Beale v. Coon, 2 Watts, of Albemarle v. Rogers, 2 Ves. Jun. 183; Porter v. Morris, 2 Harr. 509; 477; 3 Cruis. Dig. Tit. 21, ch. 1, s. 6; Woolf -u. Bate, 9 B. Monr. 211; see Att.-Gen. v. Forster, 10 Ves. 335, 8; Wells V. Chapman, 4 Sandf. Ch. 312.] Att.-Gen. v. Newcombe, 14 Ves. 1, 7. (z) Annesley v. Simeon, 4 Mad. 390. (b) Arthington v. Coverley, 2 Eq. Ab. [See Roden v. Murphy, 10 Alab. 804; 518. (c) Mott V. Buxton, 7 Ves. 201. (1) If a trustee, being the nominal plaintiflF, fraudulently relesise an action at law without the consent of the party beneficially interested, the court will, on motion, set aside a plea of the release, and will order the release to be cancelled. Leagb v. Leagh, 1 B. & P. 447 ; Baberman v. Radenius, 7 T. R. 670, 6; Payne u. Rogers, Dougl. 407 ; Hickey v. Burt, 7 Taunt. 48; Anon., 1 Salk. 260; Manning V. Cox, 7 Moore, 617; Barker v. Richardson, 1 Y. & J. 362, Chitt. Contr. 605. [Kirkpatrick v. McDonald, 11 Penn. St. R. 387; Green v. Beatty, Coxe, 142; Roden v. Murphy, 10 Alab. 804. So a trustee, in case of a mortgage, cannot release the property before the debt is paid. Woolf v. Bate, 9 B. Monr. 210. Where trustee refuses to become party to a suit at law, equity will interfere. Robinson v. Maudlin, 11 Alab. 978. See also Chisleden v. Newton, 1 Alab. 371; 11 Johns. R. 47; Welch v. Mandeville, 1 Wheat. 233; McCuUum d. Coxe, 1 Dall. 139; Parker v. Kelly, 10 Sm. & M. 184; Blin v. Pierce, 20 Vermont, 25.] PEOPERTIES OP THE ESTATE OF TRUSTEES. 389 A person claiming as heir-at-law of a bare trustee, who had been found by inquisition to have died without heirs, has not sufficient interest to enable him to traverse the inquisition. ((i) In case of the bankruptcy of any person indebted to the trust estate, the trustee must prove the debt, for he is in general the party to receive the dividends. However, the aestui que trust, if not under disability, should join in the proof.(e) And so in the case of an as- signment of a bond or other chose in action, although the court of bankruptcy recognises the equitable title of the assignee, and admits him to prove for the amount, it requires that the original obligee or creditor, in whom the legal title is vested, should join with him in the proof.(/) However, this subject will be further considered in a future chapter. ((z) The right to sign a bankrupt's certificate follows the right to prove ;(A) and therefore a trustee may sign the certificate of a bankrupt debtor to the estate : although one of several trustees can- not do so, unless authorized by his colleagues. («') It was said by Lord Northington, in the case of Burgess v. Wheate, that the right of voting for coroners, sherifis, and members of parlia- ment was annexed by the common law to the possession of the land ; and where there was a transmutation of the possession to a trustee, those rights could not be separated, retained, or suspended by the creator of the trust ; but the legislature was obliged to interpose for that purpose.(A;)' (fZ) Re Saddler, 1 Mad, 581. (g) Vide post, Bankruptcy of Trus- (e) Ex parte Green, 2 D. & Ch. 116; tees, p. 530. Ex parte Dubis, 1 Cox, 310; Archb. (A) Re Lawrence, 1 M. & A. 453. Bkrpl. Law, 155, 6. (i) Ex parte Rigby, 2 Rose, 224; (/) Ex parte Dickenson, 2 D. & Ch. and S. C. 19 Ves. 463. 520; Archbold, Bkrpt. Law, 303, 308, (Jc) In Burgess ii. Wheate, 1 Ed. 251. 156. [See Lee v. Hutchinson, 1 Eng. L. & Eq. 329.] ' See the Contested Election Case in the appendix to 5 Ired. Equity Reports. The 1st article of the amendments to the constitution of North Carolina, pro- vided, that " all freemen (except free negroes, &o.) who have been inhabitants of any one district within the state, twelve months immediately preceding the day of election, and possessed of a freehold within the same district of fifty acres of land, for six months next before and at the day of election, shall be entitled to vote for a senator." In the case above mentioned, one entitled to at least fifty acres of land in freehold, conveyed it by deed of bargain and sale to a trustee, to secure debts to other persons, with a power to the trustee to sell the estate and out of the proceeds to pay the debt. The Senate of the State subniitted to the Supreme Court, questions as to the respective rights of the parties to vote at an election. The court was of opinion, that under the circumstances neither grantor trustee, nor cestui que trusts, had the right of voting. They held, however, that when the trustee, or mortgagee, had been in possession, and taken the profits for the requisite period, he would thereupon be entitled to exercise the franchise. In the matter of Barber, 6 Wend. 509, it was held that a trustee of stock in ati Insurance Company, was entitled to vote at an election for directors. 390 OF THE INCIDENTS AND LEGAL The first statute made with this view appears to be that of 8 Hen. VI., which after fixing a freehold of the value of 40s. at the least as the qualification of a voter for a member of parliament, concludes by providing that he should be able to expend 40s. per annum. But the statute 7 & 8 Will. III. c. 25, s. 7, expressly provides, that no trustee or mortgagee shall be entitled to vote in an election for a member of parliament by reason of the trust estate or mort- gage, unless he be in actual possession or receipt of the rents and profits; but that the mortgagor or cestui que trust in possession shall vote for the same estate. It is observable, that this enactment, by expressly doing away with the claim of trustees to vote when out of possession, seems by implication to give them the right of voting, when in possession of the estate or of the income arising from it.(T) However, the subsequent act of 10 Ann. c. 23, effectually obviated any doubt on this point. For the 2d section of that statute enacts, that no person shall vote in respect or in right of any lands, &c., for which he shall not have received, or be entitled to have received, the rents and profits to Ms own use. And the 18 Geo. II. c. 18, s. 5, also required as the qualification for a voter the possession of the r*o'7fii P^'op^rty to his own use. *And the words " to your own L -• use," were inserted in the form of the oath to be taken by the freeholders. These enactments appear to have entirely excluded the claim of trustees to vote in respect of the trust estate in any case. But the late Keform Act (2 Will. IV. c. 45, s. 23) re-enacts the provisions of the 7th section of 7 & 8 Will. III. c. 25, declaring that trustees or mortgagees shall not be allowed to have any vote for the trust estate, or mortgage, unless they be in actual possession ot receipt of the rents and profits ; without adding the words " to their own use," which were introduced into the acts of 10 Ann. and 1& Geo. 11. ; and this, if it had not subsequently been explained and qualified, might probably have restored the implication, that trustees in actual possession were to be entitled to vote. However, the 26th section of the same act provides, that notwithstanding anything thereinbefore contained, no person shall be entitled to vote unless duly registered, as thereinafter provided ; and that no person shall be registered in respect of his estate or interest in any lands, &c., unless he shall have been in the actual possession thereof, or in the receipt of the rents and profits thereof, "for his own use" for the period specified jn the act. Therefore the provisions of the 26th section appear completely to negative the right of a trustee to ■ exercise the elective franchise, (?) Roger's Law of Elections, 126. PROPERTIES OF THE ESTATE OP TRUSTEES. 391 although he may be in actual possession of the trust estate, and not- withstanding any implication arising from the 23d section. And this opinion seems to be supported not only by the sound principles of construction, as applicable to the act, but also by considerations of the general object and nature of the elective franchise. It is to be remarked, however, that the construction contended for has not been universally adopted, and the point in question has repeatedly been agitated with conflicting results before the several revising barristers. The rule is of course different, where the trustee has a beneficial interest in the trust estate to the amount in value fixed by the act as the minimum of qualification according to the nature of the pro- perty : for in that case his right of voting would be unquestionable. In like manner the privilege of voting on the election of a coroner, which at common law was attached to the possession of the legal freehold, (m) has been transferred by the statute 58 Geo. III. c. 95, s. 2, to the beneficial owner. And wherever a certain property qualification has been fixed by the legislature" as necessary to the holding of an office, or the enjoy- ment of certain privileges; as in the case of members of parliament ;(w) or justices of the peace ;(o) or other similar offices ; or (previously to the alteration of the game laws by the 'recent statute), (^) with re- spect to the right of shooting game ;(§') in all these cases though a beneficial enjoyment of the property, on. which the qualification is rested, may not in terms be expressly required, yet there can be no doubt, but that the equitable ^construction of the statute would exclude the claim of the trustee, and support that of ^ -' the party beneficially entitled. A mere trustee, in whom the equity of redemption of a mortgaged estate had been vested for a particular purpose, which has been satis- fied (as for the payment of debts, which had long since been dis- charged), has not a sufficient interest in the estate to entitle him to redeem the mortgage.(»')' A mere dry trustee, who is made a party defendant to a suit in (m) Burgess D. Wheate, 1 Ed. 251. (o) 5 Geo. II. c. 18; 18 Geo. II. o. (n) 1 & 2 Vict. c. 48, s. 2, which ex- 20. pressly requires that the property giv- (p) 1 & 2 Will. IV. c. 32, s. 6. ing the qualification, shall belong to (g) 22 & 23 Car. II. o. 25; 5 Ann. c. the party "for his own use and 14; 9 Ann. c. 25; 13 Geo. III. c. 80; benefit." 58 Geo. III. c. 75. (r) James v. Biou, 2 S. & St. 600. ' The general rule, however, is otherwise ; Upham v. Brooke, 2 Story, 629 ; Dexter 1^. Arnold^ 1 Sumn. Ill; Grant «. Duane, 9 Johns. R. 591. See Kellogg w. Conner, 10 Paige, 311. 392 INCIDENTS TO THE ESTATE OF TRUSTEES. respect of the legal estate vested in him, is in equity a competent witness for the cestui que trust.{s) And a trustee differs in that re- spect from an executor or administrator, whose evidence cannot be received in a suit respecting the estate. (^). Indeed at law the testi- mony of a mere trustee is inadmissible.(M)' But if there be any charge against the trustee, which he has an interest in rebutting, or any pecuniary liability (however small), which depends upon the result of the suit, the evidence of the trustee cannot be received even in equity, and for the same reason that of his wife will be equally inadmissible. (a;) As a general rule a trustee, whether he be sole trustee or jointly with others, cannot be the receiver of the trust estate with a salary : and a special case must be made to warrant such an appointment in opposition to the general rule.(y) A trustee of a ship has an insurable interest in it, in respect of the legal property vested in him ; although it seems that the title of the cestui que trust will also be recognised at law, for the purpose of supporting an insurance effected by him.(s) («) Croft V. Pike, 3 P. Wms. 182; 126. See Smith v. Duke of Chandos, Mann v. Ward, 2 Atk. 229; Fotherby Barn. 416. [Wilson v. Wilson, 1 Des- V. Pate, 3 Alk. 604. But it seems that saus. 230. a trustee plaiutifT cannot be a witness, (y) Anon. 3Ves. 515; ■y.Tollandy V. Fitzgerald, 9 Mod. 330; Phillips 8 Ves. 72 ; Sykes v. Hastings, 11 Ves. V. Duke of Bucks, 1 Vern. 230. 363; Sutton v. Jones, 15 Ves. 584; bat (<) Goss V. Tracy, 1 P. Wms. 290; see Tait d. Jenkins, 1 N. C.C. 492; vide Croft V. Pike, 3 P. Wms. 182; Fotherby post, Disabilities of Trustees, p. 535. V. Pate, 3 Atk. 604. (z) Ex parte Yallop, 15 Ves. 67. [1 (u) Mann v. Ward, 2 Atk. 229. Phillips Ins. 107. See Swift v. Mu- (a:) Frank v. Mainwaring, 2 Beav. tual Ins. Co., 18 Verm. 305, and note.] 'In equity, a trustee may in general be a witness; Newtpn i). Demarritt, 1 Green, Ch. 321; Harvey v. Alexander, 1 Band. 219; Taylor v. Moore, 2 Rand. 563; Trustees of Watertown i/. Cowen, 4 Paige, 510; Hawkins v. Hawkins, 2 Car. Law Rep. 627. See Hodges v. Mullikin, 1 Bland, 503. This rule has been adopted at law in Pennsylvania. Drum v. Simpson, 6 Binn. 481 ; King v. Cloud, 7 Barr, 467 ; Keim v. Taylor, 11 Penn. St. R. 163. See in other states in suits at law, 4 Phillipps' Ev. by Cowen & Hill, 1529 ; Johnson v. Cunningham, 1 Alab. 249 ; Brumby v. Langdon, 10 Alab. 747. DISPOSITION OF THE ESTATE OF TRUSTEES. 393 *CHAPTERIV. [*278] OF THE DISPOSITION OF THEIR ESTATE BY TRUSTEES. I.-Where the Disposition is II.-Where it is made by Will MADE BY Deed, or Act [283]. INTER VIVOS [278]. III.-Where by Trustees under Disability [287]. I.— OF THE DISPOSITION BY TRUSTEES OF THEIR ESTATE BY DEED, OR ACT INTER VIVOS. Where the legal interest in real or personal estate is vested in trustees, they are entitled at law to the exercise of all the powers of disposition incident to the legal ownership.' In equity their legal powers are regarded as under the control and subservient to the in- terest of the cestui que trust, according to whose direction only it is in general their duty to convey or dispose of the trust estate. The present question is altogether distinct from a conveyance or disposi- tion by a trustee made under a power conferred upon him by the in- strument creating the trust. The consideration of this last question will be reserved more conveniently for a future chapter.(a) Where the persons entitled to the whole beneficial interest are in esse and sui juris, it is one of the first duties of a trustee to execute such conveyances of the legal estate, as the cestui que trusts shall direct.(&) Therefore, if a mere dry trustee without reason refuse to convey, when required by the person who is clearly entitled to the equitable interest, and a bill is filed to compel a conveyance, the decree will be made against the trustee, with costs, (c) And where the refusal pro- ceeds from any improper motive — as, for the purpose of extorting a sum of money as the price of compliance — that will be an additional inducement for the court to visit the trustee with the costs of the suit, as a penalty for his misconduct.((i) However, although the title of the cestui que trust to require a conveyance from the trustee be quite clear in the opinion of the (o) Post, Powers of Sale, p. 471. Kingdom, 1 Coll. 184; Penfold i). Bouch, (6) 1 Cruis. Dig. Tit. 12 ch. 4, s. 6; [4 Hare, 271.] Vide post, Costs. Boteier v. AUington, 1 Bro. C. C. 73. (d) Watts v. Turner, 1 R. & M. 634; (c) Willis V. Hiscox, 4 M. & Cr. 197 ; vide post, Costs, p. 551. Jones u. Lewis, 1 Cox, 199; Lyse v. ' The trustees may convey the mere legal estate, without the consent of the cestui que trust, or in breach of trust. Canoy v. Troutman, 7 Ired. 155; Short v. Unangst, 3 W. & S, 55. 394 OF THE DISPOSITION OF THE court, yet if the trustee in refusing, act bona fide, and under the ad- vice of his counsel, he -vvill not be charged with the costs of the suit; but neither on the other hand will his costs be given him, but no order will be made respecting the costs. («) In a late case before Lord Langdale, M. R., where a trustee of a *term, acting under the advice of counsel, refused to assign •- -• the term without the concurrence of certain parties; the trustee was allowed his costs as between solicitor and client, which were decreed to be paid to him by the plaintiff, although the court disallowed the objection, and decreed an assignment of the term ac- cording to the prayer of the bill.(/) If the title of the cestui que trust be at all doubtful, and the trustee under the advice of counsel refuses to sign, although at the hearing the court decides in favor of the title and decrees an assignment, yet it will give the trustee his costs of the suit, to be taxed as usual as between solicitor and client. (^) However, where the plaintiff 's title, though not capable of absolute proof, is clear beyond all reasonable doubt, the decree will be made against the recusant trustee, with costs. (A) The cestui que trust must have an immediate and absolute equi- table interest in the trust estate ; otherwise he will not be entitled to require a conveyance of the legal estate from the trustee." Thus, if an estate is vested in trustees, in the first place to pay several annui- ties, the party beneficially entitled subject to those annuities, cannot during their continuance compel the trustees to convey to him, unless the annuitants give their consent.(«) Where the beneficial interest in an estate is limited to a party for life with remainders over, it is doubtful whether the tenant for life could in any cage compel the trustee to convey the legal estate to himself or his assignee. If there be any contingent remainders to be supported, or any duty or trust remain to be performed for the benefit of the remainder-men, and the continuance of the legal estate (e) Knight iJ. Martin, 1 R. & M. 70; son v. Ellison, 3 Russ. 593, 6; Whit- Angier v. Stannard, 3 M. & K. 566; marsh v. Robertson, 1 N. C. C. 715; vide, post, Costs, p. 551. and see post, Chapter " Costs,'' p. 551. (/) Poole V. Pass, 1 Beav. 600. See Qi) Lyse v. Kingdom, 1 Coll. 184. Campbell v. Home, 1 N. C. C. 664. (i) Carteret v. Carteret, 2 P. Wms. {g) Poole V. Pass, 1 Beav. 600; see 134. Holford V. Phipps, 3 Beav. 434 ; Good- ' As to femes covertes, see Thompson v. McDonald, 2 Dev. & Batt. Eq. 477 ; Martin v. Poague, 4 B. Monr. 524. In Battle v. Petway, 5 Ired. R. 576, where by will property was conveyed to A. in trust for the use of B., and that he should pay over to him annually the net income accruing therefrom ; but if B. should die without lawful issue, then to be held for others : held, that B. could not compel A. to convey to him the legal estate. ESTATE OF TRUSTEES BY DEED. 395 in the trustees be requisite for these purposes, it would clearly be a breach of trust in them to devest themselves of it at the request of the tftiant for life:(i) and an equitable tenant for life of settled pro- perty, can rarely take such an unqualified beneficial interest, as will not be obnoxious to some objection of this nature. If the trust pro- perty consist of money or stock in the funds, the security and pro- tection of the estates in remainder, obviously requires^ the trustees not to part with the possession to the tenant for life. However, where the cestui que trust has an estate tail, he may call on the trustee to convey the legal estate to him ; and no one can afterwards prevent him from barring the entail. But the trustee ought not to convey to him the fee simple, where he is entitled only in tail.(Z) Where the parties in whom the absolute beneficial interest in the property was vested have disposed of the whole of their equitable estate to a purchaser, the purchaser is entitled to require a convey- ance of the legal estate from the trustees, without the concurrence of the vendors (the previous cestui que trusts).{m) Although it is otherwise where a^artonly of the equitable estate has been disposed of by the cestui que trusts.(n) *Where the equitable estate has been resettled by the cestui que trusts, the trustees of the new settlement are entitled to ' have a conveyance from the old trustees, (o) And if the purposes of the new settlement require that the dominion over the entire legal fee should be vested in the new trustees, as where the trust is for sale,(p) or to pay annuities, and make an allotment or division of the estate among the testator's children, (g') it has been decided, that the trustee of the resettlement is entitled to require a conveyance of the legal estate from the old trustee, without the concurrence of the parties beneficially interested, (r) But if the old trustee be required to do any act beyond the exe- cution of a simple conveyance ; or if the nature of the trusts reposed in the new trustee do not require that he should be clothed with the legal estate, it seems, that the old trustee would be justified in de- clining to devest himself of the legal estate, unless the persons bene- ficially interested be joined as parties to the deed, in order to testify (k) See Tidd v. Lister, 5 Mad. 429. (m) Goodson v. Ellison, 3 Rnss. 583 ; [Battle V. Petway, 5 Ired. 676 ; Thomp- see Holford v. Phipps, 3 Beav. 434. son V. McDonald, 2 Dev. & Batt. Eq. (n) 3 Rass. 593, 4. 478.] (o) Penfold v. Bouch, [4 Hare, 271.] (l) Carteret v. Carteret, 2 P. Wms. (p) Angier v. Stannard, 3 M. & K. 134; Boteler 1J. AUinglon, 1 Bro. C. C. 566. 73; 1 Cruis. Dig. Tit. 12, ch. 4, s. 9; (g) Poole v. Pass, 1 Beav. 600. see Pearson v. Lane, 17 Ves. 105, 6. (r) Angier v. Stannard, 3 M. & K. 566; Poole v. Pass, 1 Beav. 600. [*280] 396 OP THE DISPOSITION OF THE their concurrence in the transaction ; and for this purpose it is of course requisite, that they should he sui juris.{s) The title of the purchaser or assignee of the equitable estate must be established beyond doubt, or the trustees will be justified in re- fusing to transfer the legal estate without the concurrence of the ori- ginal cestui que trusts, or the sanction of the court.. Therefore, in a case in which the legal fee had been vested in trustees in the year 1767, and there had been since a frequent and intricate devolution of the title to the equitable estate. Lord Eldon observed that it would be a matter of consideration, whether the trustees, on being required to convey the legal estate to a purchaser of the equitable interest, would not have a right to have the title examined by the court, instead of being required to acquiesce in an opinion which was not clothed with the sanction of judicial authority. And his Lord- ship subsequently decided that the trustees in that case had a right to have the conveyance settled in the Master's office.(() It was also laid down by the same eminent Judge in the same case, that a trustee cannot be compelled to convey the legal estate in part of the trust property to a person, who has purchased that portion from the cestui que trust. His Lordship there said, that " it was quite new to him to be informed, that you can call on a trustee from time to time to devest himself of different parcels of the trust estate, so as to involve himself as a party to conveyances to twenty different persons. Has not a trustee a right to say, If you mean to devest me of my trust, devest me of it altogether, and then make your convey- ances as you think proper V'(u) So, it is settled, that a trustee can be called upon to convey only by the words and descriptions by which the conveyance was made to him. In this respect he is like a mortgagee. (a;) As long as any of the original trusts remain to be performed, it is *clear that the trustee cannot be required to devest himself of '- -^ the legal estate ; for by so doing, he would unquestionably be guilty of a breach of trust.(«/) Therefore, where the parties entitled to the equitable estate call upon trustees to part with the legal estate on the ground that the trusts have terminated, they are bound clearly and satisfactorily to prove that fact to the trustees; and if that be not done, the trustees will be justified in refusing to convey, except under the direction of the court, (a) In case of the refusal by a trustee to convey when duly required, the parties may apply to the Court of Chancery, by petition under Sir B. Sugden's Act (1 Will. (s) 3 M. & K. 571 ; 1 Beav. 604. {x) Per Lord Eldon, 3 Russ. 594. 0) Goodson V. Ellison, 3 Russ. 593, (y) Carteret v. Carleret, 2 P. WmB. 6; sed vide Lyse v. Kingdom, 1 Coll. 134. 184. (z) Holford v. Phipps; 3 Beav. 434; («) 3 Russ. 594. S. C. 4 Beav. 475. ESTATE OF TRUSTEES BY DEED. 397 IV. c. 60), for the appointment of a person to convey in place of the trustee.(a) But where the application is made by a purchaser of the equitable estate, the trustee who refuses will not necessarily be fixed with the costs of the petition.(6) Where the conveyance by the trustees is made under the direction of the court, it will be referred to the Master to settle the form of the instrument ; and the certificate of the Master's having settled a conveyance under such a reference may be excepted to by any party who is dissatisfied with it.(c) If trustees receive notice of any disposition or incumbrance of the equitable interest by the cestui que trust, they cannot afterwards safely convey or transfer the legal estate to the cestui que trust him- self, or any subsequent purchaser from him ; for in that case they would be held personally responsible to the purchaser or incumbran- cer, of whose title they had been made cognizant.(cZ) A person, who conveys merely as trustee, can be required to enter into no covenants for title, beyond the usual covenant that he has done no act to incumber, (e)(1)' However, in a case where trustees of (a) Warburton v. Vaughan, 4 Y. & C. C. 391 ; Dearie v. Hall, 3 Russ. 1, sec. 247; Prendergast D. Eyre, 1 LI. &G. 11; 12; For.steri;. Blackbume, 1 M. & K. Robinson u. Wood, 5 Beav. 246. 297; Hodgson v. Hodgson, 2 Keen, (6) Robinson v. Wood, 5 Beav. 246. 704; 1 Sugd. V. & P. 12, 520, 9th ed. ; (c) Wakeman'u. Duchess of Rutland, Ex parte Knott, 11 Ves. 613. 3 Ves. 504 ; 2 Dan. Ch. Pr. 900. (c) 4 Cruis. Dig. Tit. 32, ch. 26, s. (d) Baldwin v. Billingsley, 2 Vern. 87. 539; Cothay v. Sydenham, 2 Bro. C. (1) It is now settled, that trustees need be under no scruples as to the pro- priety of conveying by the word "grant." This term was at one time frequently objected to, as implying a warranty of the title ; and it is omitted in many oT the forms used by conveyancers. However, this apprehension is altogether un- founded, and there is no doubt but that this word would have no such effect, and even if it had, any express covenant on the part of the grantor would restrain its general effect. On the other hand, Mr. Butler in an elaborate note in his edition of Coke upon Lyttleton, has endeavored to show, that in some cases a purchaser ought not to dispense with the use of the term "grant" in a convey- ance from a trustee. Co. Litt. 384 a, n. 1 ; 4 Cruis. Dig, tit. 32, ch. 25, s. 19. The recent act, 7 & 8 Vict. c. 76, s. 6, does away with any peculiar effect of the word "grant" in a conveyance, by enacting, that that word shall not have the effect of creating any warranty or right of re-entry, or of creating any covenant by implication. [See Rawle on Covenants for Title, 403, n.] ' Ennis v. Leach, 1 Ired. Eq. 416; Hoare d. Harris, 11 Illinois, 24; Grantland V. Wright, 5 Munford, 295; see Sumner v. Williams, 8 Mass. 162. But where the trustee has declared at the sale, that a good title could be made, he must procure such title, before he can enforce payment of the purchase- money. Ennis v. Leech, ut sup. And if the trustee enters into covenants of greater scope than the law requires, he is nevertheless personally bound, Sumner v. Williams, ut supr. ; Duval v. Craig, 2 Wheat. 56. Thus executors with a power of sale are personally liable on a covenant that " they, ex- 398 OF THE DISPOSITION OF THE a charity estate had granted a lease for ninety-nine years, which was set aside as improper, and the trustees had entered into personal covenants with the lessee for quiet enjoyment ; the court decreed the instrument to be cancelled in toto, and would not suflfer the per- sonal covenants of the trustees to remain in force for the benefit of the lessee. (/) In a late case, the trustees of real estate joined with their cestui r*2821 ^'"'^ trust *in a contract of sale, and personally agreed to exonerate the estate sold from any incumbrances. There turned out to be considerable incumbrances, and it did not appear, whether the purchase-money would be sufiScient to discharge them. The court refused to enforce a specific performance of the agreement against the trustees, so as to compel them to exonerate the estate, but left the purchaser to his remedy by action for damages. (^) Although trustees have the same power of disposing of the trust estate at law, as if they were the beneficial owners, yet, as has been already stated, a conveyance by a trustee without consideration, will not prejudice the title of the cestui que trust ; but the volunteer will in equity be treated as a trustee for his benefit. (A) And so if the person taking from the trustee be a purchaser for valuable considera- tion, yet if he purchased with notice of the trust, his conscience will be afi'ected with the same equity as the trustee, from whom he pur- chased. («) (/) Atty.-Gen. v. Morgan, 2 Euss. (t) Mead d. Lord Orrery, 3 Atk. 238; 306. Earl Brook v. Bulkely, 2 Ves. 498; (§■) Wedgewood v. Adams, 6 Beav. Taylor v. Stibbert, 2 Ves. jun. 437; 600. Adair v. Shaw, 1 Sch. & Lef. 262; {h) 1 Cruis. Dig. Tit. 12, ch. 4, s. Croften d. Ormsby, 2 Sch. & Lef. 583; 16; ante, p. 172. ante, p. 164. ecutors, &c., do for ever warrant and defend, &c." Godley v. Taylor, 3 Deve- reux, 178. In Worley v. Frampton, 5 Hare, 560, a copyholder had agreed to demise a tenement within the manor for sixty-three years, on a building lease, and as the custom did not allow a lease to be made for more than twenty-one years, the copyholder agreed to execute a lease for twenty-one years with a covenant for himself, his heirs, and assigns,to renew the lease for a further term of twenty-one years, at the expiration of the first, and for a further term of twenty-one years at the expiration of the second term. The copyholders died before execution of the lease, having devised the premises to a trustee. It was held, by Sir J. Wigrara, V. Ch., in a bill for specific performance on the part of the lessee, that the trustee having no beneficial interest in the estate, was not bound in the lease for twenty-one years, to enter into any covenant for the re- newal of the lease at the expiration of that term, and that he could only be re- quired to covenant against his own acts. Whether, if it had been the trustee who had applied for specific performance, he would not then have been obliged to have entered into the covenant, was not decided. See Page v. Brown, 3 Beav. 36; and see the cases on this subject, collected and discussed in Mr. Eawles valuable treatise on Covenants for Title, page 419. ESTATE 01' TRUSTEES BY DEED. 399 But if the trustee convey the legal estate to a purchaser for valu- able consideration without notice of the trust, the title of the pur- chaser will be good both at law and in equity ; for he has eo[ual equity with the cestui que trust; and the legal estate, which was vested in him by the conveyance from the trustee, of course will prevail at law.(A;) This, however, is a subject which will be reserved more conveniently for future consideration. (Z) Where the disposition of the trust estate by the trustee to a third party still remains in contract, the court will not enforce a specific performance of the engagement, if it amount to a breach of trust, or be made by mistake or for inadequate consideration ; nor will any difference be made in this respect in favor of a hona fide pur- chaser, (m) It has already been seen, that an unauthorized disposition of the trust estate to another person will not exonerate the trustee from the responsibilities of the trust ;{n) but if the cestui que trust com- mence any proceedings against the trustee, who has made such a disposition, he must also make the person in whom the legal estate has thus become vested, a party to those proceedings ; for the decree in the first place will be against the party.(o) By the usual railroad and canal acts, and other acts of that nature, in case of the disability of the persona beneficially entitled, their trustees are empowered to contract for, and sell, and convey, the land, as effectually as the cestui que trusts could do. But in case of their being called upon to exercise this power, the trustees are of course bound to re-invest the money received in the repurchase of land to be held upon the same trust. As such statutory authorities are governed in every case by the provisions of the particular enactment by which they are created, it is impossible to consider their effect with reference to any general principle of law. *II.— OP THE DISPbsiTION OF THE ESTATE OF TRUSTEES BY r*oQQn WILL. L^^^^^J As trustees have the power of disposing of the legal estate by deed or act inter vivos, so they may also dispose of it by will, subject to the rules and restrictions imposed by the law upon testamentary dis- positions of real or personal estate. (i) Millard's case, 2 Freem. 43; Richardson, 4 Beav. 174; Adams «. Finch V. Earl of Winchelsea, 1 P. Wms. Broke, 1 N. C. C. 617; Thompson v. 278, 9; 1 Cruis. Digr Tit; 12, eh. 4, s. Blackstone, 6 Beav. 470; et vide post, 12. p. 509, and p. 477. {t) Post, Pt. III. Div. I. Ch. Ill, p. 510. (n) Ante, p. 175; [Drane v. Gunter, (m) Bridger v. Reid, 1 J. & W. 74; 19 Alab. 731.] Ord V. Noel, 5 Mad: 438; Wood v. (o) Burt v. Dennett, 2 Bro. C. C. 225. 400 OF THE DISPOSITION OF THE It is now settled, though after some fluctuation of opinion, that a general devise of real estate will pass estates vested in the testator as trustee or mortgagee, unless a contrary intention can be collected from the expressions of the ■will, or from the purposes or limitations to Ivhich the devised lands are subjected. (p)(l)' [p) Lord Braybroke v- Inskip, 8 Ves. Thacker, 12 Sim. 178; Doe d. Read v.. 417,432; 2 Jarm. Pow. Dev. 146 lo 157; Eeade, 8 T. R. 118; Hawkins t). Obeen, « Cruis. Dig. Tit. 38, ch. 10, s. 140, 2; 2 Ves. 559; Ex parte Shaw, 8 Sim, Co. Litt. 205, a. n. 1 (6th); Lindsell v. 159. (1) From the observations of the Vice-Chancellor of England in the case of Cooke V. Crawford, 13 Sim. 91, whichhasbeen very recently reported, the gene- ral statement, as to the powers of trustees to dispose of the trust estate by will, must be received with some qualification. Where a mere dry legal estate is vested in the trustee, there can be no question as to his power to devise that estate. Indeed it seems to be the duty of the trustee in some oases to make that devise, and it might be considered an improper neglect in him to suffer the estate to de- scend to an infant heir, and thus to occasion embarrassment and expense to the cestui que trust in dealing with the property. See Midland Counties Railway Company v. Westcombe, 1 1 Sim. 57. But where there is a subsisting active trust, accompanied by discretionary powers and duties of management, it seems, that a trustee will have no power to delegate the trust by will to a devisee ; and al- though the devise, if sufficiently express, would unquestionably pass the legal estate, yet the devisee would be incapable of exercising the powers conferred on the trustee. In the case referred to, which has been already stated in a previous page, his Honor expressed a strong opinion against the propriety of a trustee's devising his estate, upon general principles, and added, that he saw no substan- tial distinction between a delegation of the trust by act inter vivos and by a de- vise. It has been already observed, in commenting upon this case, that his Honor's observations were not required for the purposes of the decision, and the question may therefore be still open to argument; but until the power of a trus- tee to devise the trust has been actuall)' affirmed by a judicial determination, no trustee could be advised to make such a disposition of the estate, nor could the parties act under it with any security. Wherever the devise of a trust is im- proper, within the principle above stated, a general devise would certainly not be held to include the trust estate, for a breach of trust is never presumed. [The case of Cooke v. Crawford, where there was a lirriitation to the surviving trustee and his heirs, omitting the word assigns, and it was held not to authorize a devise of the trust estate, has been recently very much discussed in England. See 9 Jur. p. ii. 129, 181. In Titley v. Wolstenholme. 7 Beav. 425, Lord Langdale considered the subject very carefully, and, though the question did not directly arise in the case, as the word '' assigns" was added, he took occasion to ex- ' Jackson v. Delancy, 13 John. R. 537; Heath v. Knapp, 4 Barr, 228; Hughes V. Caldwell, 11 Leigh, 342; Ballard v. Cater, 5 Pick. 112; Taylor v. Benham, 5 How. U. S. 270. But where the purposes of the devise are inconsistent with the trust, as where it is to sell and distribute the proceeds, it is otherwise, in the case of a naked trustee. Merritt v. Farmers' Fire Ins. & Loan Co., 2 Edw. Ch. 547. A general power of disposal, however, given to the devisee, is not suf- ficient to prevent trust estate passing; Heath v. Knapp, ut supra. In Pennsylva- nia, a mortgage will pass by a bequest of " personal estate." Asay v. Hoover, 5 Barr. 35. ESTATE OF TRUSTEES BY WILL. 401 Thus, in an early case it was laid down, that if a man had but a trust of lands in J)., it would pass by a devise of all his lands in D.{q) And in another case Sir J. Jekyll, M. R., was of opinion, that the estate of a surviving trustee for preserving contingent remainders, passed by a devise of " all the rest of his real estate," to his wife and (5) Sir Thomas Lyttleton's case, 2 Ventr. 351. press a marked disapprobation ' of the doctrine of the foregoing cases, and indicated very clearly the inconveniences which would ensue on its adoption. He was also distinctly of opinion that there was no breach of trust in not per- mitting the trust estate to descend. In Mortimer v. Ireland, 6 Hare, 196, a testa- tor gave certain legacies, and appointed two persons his " executors and trustees," without more. The survivor of these bequeathed the trust property to A., on the trusts declared by the original testator, expressing at the same time his v^ish, that A. would execute the trust with fidelity. There was no power of appoint- ment of new trustees in the original will. On a bill filed by the cestui que trusts for that purpose, it was held by the Vice-Chancellor, and his decree was affirmed on appeal, that though A. was legally in possession of the trust property, yet he could not claim to hold it as the trustee of the parties beneficially interested, against their will ; and new trustees were accordingly appointed. So where a testator devised estates to trustees, their heirs and assigns, on certain trusts, and the surviving trustee devised the trust estates in the same trusts on which he held the same, it was held, that the cestui que trusts of the original will, were entitled to have new trustees appointed. Ockleston v. Heap, 1 De G. & Sm. 640. In Beasley v. Wilkinson, 13 Jur. 649, the question presented itself broadly. That was a devise, by a sole surviving trustee, of all estates which might be vested in him at his decease, as trustee, and which he could devise without breach of trust, to A. W., her heirs and assigns, upon the trusts affecting the same respectively, and it was held, that the legal estate vested in the devisee. In Wilson v. Bennett, 20 L. J. (Ch.) 279 ; 5 Eng. L. & Eq. 45 ; and in Macdonald v. Walker, 14 Beav. 558 ; 1 1 Eng. L. & Eq. 324. the same point arose, as to the effect of a devise by the survivors of trustees, to whom and " the survivor, his heirs, executors, or ad- ministrators," a power of sale was given; and it was held, in each case, that the title derived on a sale by the devisee, was too doubtful to force on a purchaser. In the latter case, however, the Master of the Rolls seems very dis- tinctly to disagree from the ruling in Cooke u. Crawford. This last case is also reviewed and strongly disapproved in 2 Jarm. on Wills, 710. See also 1 Greenl. Cruise, 376, note. On the whole, it may be doubted, whether the case would be now followed as an authority in England. In a very recent case in England, however, re Burtt's estate, 1 Drewry, 319, before V. Ch. Knight Bruce, there was a bequest to A. and B., their executors and administrators, upon trust. B., the surviving trustee, by his will, bequeathed his trust estates to C. and D., their heirs, executors, administrators, and assigns, on the trusts ; and he appointed C. D. and E., executors of his will. It was held, that C. and D. took only the legal estate ; and that neither C. and D. themselves, nor C, D., and E., were capable of executing the trusts. In New York and Michigan, on the death of a trustee, the trust does not vest in his representatives, but is to be exercised by the court. In Virginia, on the contrary, the personal representative of a sole or surviving trustee, is to execute the trust, unless the instrument otherwise directs, or another is appointed by the court. See note, ante, page 190.] 26 402 OP THE DISPOSITION OF THE her heirs. (r) The subsequent case of Ex parte Sergison,(8) arose on the will of a mortgagee in fee, and both Lord Alvanley and Lord Rosslyn were of opinion that the legal estate passed to the devisee by a general residuary gift of the testator's estate, " both real and per- sonal and of what nature or kind soever, or wheresoever, not there- inbefore specifically devised." However, from the circumstances of the case this opinion was not there acted upon.(s) So far the cases have been in favor of the trust estate passing by a general devise, but in Strode v. Russell, (t) the Lord Chancellor, together with the Master of the Rolls, and Trevor, L. C. J., and Tracy, J., gave it as their unanimous opinion, that mortgages in fee, though forfeited when *the will was made, did not pass by a L -I general devise of "all lands, tenements, and hereditaments."(t) And in Casborne v. Scarfe,(M) the same doctrine was laid down by Lord Hardwicke.(M) In these two cases the question was respecting estates vested in the testator as mortgagee, and not as a mere trustee. But in Pickering v. A'^owles,(a;) it was said by Lord Thurlow, that " if a man has estates of his own, and also has pure trusts, and gives the residue by his will, only his own estates will pass by the residuary clause. "(«) This opinion of Lord Thurlow not being required for the decision of the case was clearly extra-judicial ; but in Attorney-General v. Buller,(«/) it was expressly decided by Lord Rosslyn, C, that a gene- ral residuary gift of real and personal estate did not pass trust estates vested in the testator, although the general words in the devise were particularly ample, extending to every species of right and in- terest belonging to the testator. And his Lordship, in the case under consideration, appears to have assented to the general rule, as stated at the bar, " that general words would not pass trust estates, unless there appears to be an intention that they should pass." This rule, it will be observed, is directly the converse of that which has been stated as at present governing the construction on this subject. The authority of this last case appears also to be supported by the subsequent decision of Lord Eldon, in Ex parte Brettell,(z) where a general and very ample residuary gift, of the testator's "estate and effects whatsoever and wheresoever, and of what nature or kind soever," to his natural son, Cr. S., his heirs, executors, &c., for his and their own proper use and behoof, was held by that learned judge not to pass an estate vested in the testator as trustee for a mort- gagee in fee. (r) Marlow v. Smith, 2 P. Wms. 198. (x) Pickering v. Vowles, 1 Bro. C. C. (s) Ex parte Sergison, 4 Ves. 147. 198. It) Strode v. Russell, 2 Vern. 625. {y) 5 Ves. 339. (u) Casborne v. Scarfe, 1 Atk. 605. (z) 6 Ves. 577. ESTATE OF TRUSTEES BY WILL. 403 In this conflicting state of the authorities, the case of Lord Bray- broke V. Inskip(a) arose, in which the doctrine, as stated at the be- ginning of this section, was finally established by Lord Eldon, after a careful review of all the cases on the subject, and the principles on which they severally proceeded. In that case, the heir of a surviving trustee devised all his real estates whatsoever and wheresoever unto his wife, Gr. A., her heirs and assigns for ever. An objection was taken to the title to the property on the ground, that the legal estate did not pass by the devise to the wife, but descended to the co-heirs at law of the trustee, two of whom were infants and the other a feme coverte. The question came first before Sir William Grant, M. R., who held that the legal estate did pass by the will to the devisee ; and this decision was afterwards supported by Lord Eldon, who overruled the objection to the title, and decreed a specific performance of the contract by the defendant. His Lordship in the course of his judgment remarked of the case of Attorney- General v. Buller, that he did not know in experience any case in which the proposition was laid down so strong ; and he stated on a subsequent occasion, that Lord Rosslyn himself had al- tered his opinion with respect to that case. (J) His Lordship also observed, with reference to his own previous decision in Ex parte Brettell, that, having been brought *on upon a petition, it p^oQr-i had not perhaps been so attentively considered, as the impor- L J tance of the point required ; although that decision was not intended to infringe upon the general rule as stated above, inasmuch as it pro- ceeded upon the circumstance of there being sufiicient on the face of the will to show, that the testator's beneficial estate only was intended to pass.(c) Where there is a general devise of all the the testator's real estate, it is clear that the circumstance of his being beneficially entitled to other lands, on which the devise might operate, will not of itself pre- vent his trust estates from passing, (ci) But the operation of a general devise in passing trust estates may be controlled by the intention of the testator. If there be no indi- cation of a contrary intention the words will be sufi'ered to have their legal operation, and the trust estates will pass. But if, either from the expressions used by the testator, or from the way in which the property is disposed of, it appears to have been his intention to dis- pose only of the estates to which he was beneficially entitled, the devise will not be suiFered to have any more extensive operation.(e) (a) 8 Ves. 417. (e) Lord Braybroke v. Inskip, 8 Ves. (6) Lord Braybroke v. Inskip, 8 "Ves. 436 ; Doe d. Reade v. Reade, 8 T. R. 435, 7. 118; Wall v. Bright, 1 J. & W. 498; 2 (c) 8 Ves. 437. Jarm. Pow. Dev. 146, et seq. (d) Sir Thomas Lyttleton's case, 2 Ventr. 351 ; 2 Jarm. Pow. Dev. 147. 404 OF THE DISPOSITION OP THE Thus where the expressions of a gift, coupled with the relative situation of the parties, show that the testator intended to give only what the donee could enjoy beneficially — as in the case of a general residuary gift to a natural son, his heirs, executors, &c., " to and for his and their own proper use and behoof" — it has been decided, that a mere trust estate will not pass.(/) It is to be remarked, however, that Lord Eldon in Lord Braybroke V. Inskip stated, that he did not mean in Ex parte Brettell to put anything upon the expression, that it was given " to the use and behoof" of the party.(^) And in a very recent case it was held by Sir L. Shadwell, V. C, that a general gift by a testator, of all his property whatsoever and wheresoever, to his wife, for her absolute me for ever, passed an estate vested in the testator as a truBtee.(A) On the same principle, where a general devise of real estates is for purposes applicable only to the testator's absolute property, and in- consistent with the beneficial title of another person, it will be held not to operate upon mere trust estates.^ This doctrine was established in an early case, where a general devise by a testator of all his lands in M. and D., charged with a rent-charge for life, was held not to pass lands vested in him as mortgagee, (i) And a general charge for the payment of debts has been repeatedly held to have the same effect, in restricting the operation of a residu- ary devise to the beneficial estate of the testator.(A) So a devise of real estate, in trust to sell or release the same, has been held to be inconsistent with the intention to dispose of any pro- perty, *which was not vested in the testator for his own bene- L -J fit.(Z) But on this point a material distinction has been established between a mere dry trustee, and a trustee by construction of equity. Thus where a testator had contracted to sell an estate, and died before the conveyance was executed, having devised all his real and personal estate to trustees, in trust to sell. Sir Thomas Plu- mer, M. R., decided, that the devise passed the estate, which had been contracted to be sold : on the ground that the beneficial in- terest was not so entirely out of the testator, as to preclude the pos- (/) Ex parte Brettell, 6 Ves. 577. Ves. 348; Doe d. Reade v. Eeade, 8 (g) 8 Ves. 434, 5. T. R. 1 18 ; Silvester v. Jarman, 10 Price, (&) Lindsell v. Thacker, 12 Sim. 178. 78. (i) Winn v. Lyttleton, 1 Vern. 4; (/) Ex parte Morgan, 10 Ves. 101; Duke of Leeds v. Munday, 3 Ves. 348. Ex parte Marshall, 9 Sim. 555; Wall [Rackham v. Siddall, 16 Sim. 297; 12 «. Bright, IJ. & W. 493. [Merritt v. Jur. 640.] Loan Co. 2 Edw. Ch. 547.] (i) Duke of Leeds v. Munday, 3 ' But a general power of disposal given to the devisee will not alter the rule. Heath v. Knapp, 4 Barr, 228. ESTATE OF TRUSTEES BY WILL. 405 sibility of its becoming the subject of a sale by his trustees in any event. (»w) On the same principle, where the devised estates are limited by the testator in strict settlement, or otherwise tied up by limitations, which would be nugatory or improper, if applied to mere trust property, the devise will not operate upon the testator's trust estates.(w) The contrary decision of Lord Hardwicke in Ex parte Bowes(o) has clearly been overruled by the subsequent cases.(p) It has been decided, that a general devise to several persons as tenants in common in fee, is not inconsistent with an intention to dispose of the mortgage estates of the testator. (g') It might proba- bly be a question, whether a similar disposition would pass trust estates ; the argumentum ah inoonvenienti is certainly strongly against suffering the number of trustees to be thus needlessly multi- plied, even if a trustee possessed the power so to increase them.(r) It seems, that a general devise conferring a less estate than a fee, would not, on principle, be held to operate on a trust estate ; and Mr. Jarman has suggested that it is thus possible to support the dictum of Lord Hardwicke in Casborne v. Scarfe ;(s) for in that case the devise would only have carried a life estate. (<) It was held in a recent case by Lord Langdale, M. E.., that a devise by a testator, of all the lands and hereditaments vested in him as trustee or mortgagee in fee, passed the trust estates vested in him for an estate pur autre vie as a trustee for preserving contingent re- mainders, (m) Previously to the recent Will Act, 1 Vict. c. 26, a general devise of real estate would pass copyhold property vested in the testator as trustee :(») but according to the principle established by Rose v. Bartlett,(«/) a similar devise would not have operated upon lease- holds for years, unless there were no other estate for the devise to take effect upon ; or there were otherwise a clear intention on the part of the testator, that they should pass.(2) But the 26th sect, of that act provides for the point *in question with re- L -^ ' J (m) Wall V. Bright, IJ. & W. 494. (t) 2 Jam. Power. Dev. 153, n. (n) Atty.-Gen. v. Vigor, 8 Ves. 373 ; (u) Greenwood v. Wakeford, 1 Beav. Thompson v. Grant, 4 Mad. 438 ; Gal- 576. liers V. Moss, 9 B. & Cr. 267 ; re Hers- (z) 2 Jarra. Pow. Dev. 122, 4 ; see fall, 1 M'Clel. & Y. 292 ; but see Mather Weigall v. Brome, 6 Sim. 99. V. Thomas, 10 Bing. 44. {y) Cro. Car. 293. (o) Cited 1 Atk. 605, Sand. n. (z) 2 Jarm. Pow. Dev. 127, et seq. {p) 2 Jarm. Pow. Dev. 153. and sec. 154. The later cases on this (5) Ex parte Whiteacre, Rolls. July, point, are Hobson v. Blackbume, 1 M. 1807; 1 Sand. Us. 285; 2 Jarm. Pow. & K. 511; Goodman 1;. Edwards, 2 M. Dev. 152. & K. 759; Weigall v.- Brome, 6 Sim. (r) Vide supra, p. 181. 99; Arkell v. Fletcher, 10 Sim. 299. (s) 1 Atk. 605. 406 • OF THE DISPOSITION OF THE gard to wills made since the 1st of January, 1838, by enacting, that a devise of the testator's land, or any other general devise which would describe a customary copyhold or leasehold estate, shall be construed to include such estates, as well as the freehold estates of the testator, unless a contrary intention shall appear by the will. Where there is a general or residuary devise of bequest of lease- holds for years, or other personal estate held in trust, it is improbable that any question would often be raised as to the title of the devisee or legatee to the mere legal estate. This would vest primarily in the executor or administrator cum testamento annexo, by virtue of his appointment ; and it is not likely that the legatee would claim his assent to the bequest, unless there were reason to contend that it passed some beneficial interest, (a) If the claim were made, there seems no reason to doubt, but that the effect of a residuary or general bequest of personal estate would be held to extend to trust property of that description, subject to the same rules, mutatis mutandis, for restricting its operation, as have been established respecting similar dispositions of real estate. The devisee of a trust estate, together with the legal interest, will in general take all the legal powers of disposition, as fully and ef- fectually as the testator himself. But powers vested personally in the original trustee, will not pass to his devisee, unless they be ex- pressly limited to the trustee and his assigns by the instrument cre- ating the trust. Therefore, where a discretionary power of dispo- sition was given by will to two trustees, and the survivor of them, and the heirs, executors, and administrators of the survivor, it was held by Sir William Grant, M. R., and that opinion was approved of by Lord Eldon,(6) that the devisees of the surviving trustee were not authorized to exercise the power given by the first will.(c) And persons claiming by assignment from the original trustee or his heirs in a similar case, will be equally incapable of exercising the power, (d) The devisee of a trust estate may doubtless dissent from and dis- claim the devise, in the same manner as if it were a beneficial gift to him, and in that case no estate passes to him by the will.(e) (a) 2 Jarm. Pow. Dev. 154. 11 Leigh, 342 ; but see ante, p. 283, in lb) Walter v. Maunde, 19 Ves. 424. note.] (c) Cole V. Wade, 16 Ves. 27; see {d) Bradford v. Belfield, 2 Sim. 264; Bradford v. Belfield, 2 Sim. 264; 1 Cooke v. Cravpford, ubi supra. [See Sugd. Pow. 148, 6th ed. ; Cooke v. remarks in 2 Sugd. Powers, 466.7th ed.] Crawford, 11 Law Journ. N. S., Chanc. (c) 1 Jarm. Pow. Dev. 429; ante, Ft. 406; 13 Sim. 91. [Hughes v. Caldwell, L Div. IV. Chap. II. Sect. 1. ESTATE OP TRUSTEES UNBER DISABILITY, 407 III.— OF THE DISPOSITION OF THE ESTATE OP TRUSTEES WHO ARE UNDER ANY LEGAL DISABILITY. At common law, trustees who labor under any legal disability, can dispose of the trust estate only in the same manner and to the same extent as other persons in the same situation. Thus, a married woman being a trustee of real estate, could convey only by fine or recovery, or (since the act (3 & 4 Will. IV. c. 74), for the abolition of fines and recoveries) by a deed duly acknowledged by her accord- ing to the provisions of that act.(/)' So an infant trustee, or one non compos mentis, was unable to make *any valid disposition of the trust estate at all: nor could a p^gjjn-, conveyance be obtained from such trustees, even by the assis- •- -* tance of the Court of Chancery, until this inconvenience was remedied by statute. The first act passed with this object was that of 7 Ann. c. 19, which enabled infant trustees, or mortgagees of lands to convey by the direction of the Court of Chancery, to be made on petition.^ The act of 4 Geo. II. c. 10, was then passed, empowering lunatic trustees or mortgagees of lands, or their committees, to convey under the direction of the Lord Chancellor, also to be obtained on petition. The act 36 Geo. III. c. 90, provided a similar remedy for the inca- pacity of trustees of stock. And these several statutes were finally repeated, and their provisions re-enacted and extended by the act 6 Geo. IV. c. 74. It was held, that none of these enactments prior to the 6 Geo. IV. c. 74, applied to infant or lunatic trustees, who had any beneficial interest or claim, (6) or any duties to perform. (c) They extended only to mere dry trustees. (c^) It was also held, that the act 4 Geo. II. c. 10, did not apply to lunatic trustees, who had not been so found by inquisition. (e) Al- (/) See Ex parte Maire, 3 Atk. 479; (d) v. Handcock, 17 Ves. 384. Eadcliffe v. Eccles, 1 Keen, 130. (e) Ex parte Lewis, 1 Ves. 298; Ex (6) Hawkins v. Obeen. 2 Ves. 559; parte Gillam, 2Ves. jun. 587. But the Ex parte Sergison, 4 Ves. 147. act 1 Geo. IV. c. 114, extended that of (c) Ex parte Tutin, 3 V. & B. 149; 4 Geo. IL to lunatics, who were not so Ex parte Chasteney, Jac. 56; Ex parte found by inquisition. Anderson, 5 Ves. 243. ' So her husband must join in the deed, as in other cases. Palmer v. Oakley, 2 Dougl. 354. See, however, Insurance Co. v. Bay, 4 Comst. 9. In Pennsyl- vania, the court will compel a feme coverte trustee by descent, conveying under decree, to. acknowledge that she executed the deed voluntarily, in order to give validity to the conveyance. Dundas v. Biddle, 2 Barr, 160. With regard to the statutory provisions on the subject in the United States, see ante, 190, note. 2 This act is in force in South Carolina, 2 Coop. Stat. 546; and was formerly so in New York. Livingston u. Livingston, 2 J. C. R. 541. 408 o'f the disposition of the though such persons were held to be -within that of 36 Geo. Ill c 90.(/) The act 6 Geo. IV. c. 74, extended the jurisdiction of the court to trustees having an interest or duty to perform ; but neither that nor any of the preceding statutes applied to trustees by constructive trust,(^) unless indeed the existence of the trust had been determined by a decree. (A) The jurisdiction of the court in cases of the disability of trustees is now governed by the act 1 Will. IV. c. 60, usually known as Sir Edward Sugden's Act. This act, the provisions of which will pre- sently be considered in detail, enables the court to direct a convey- ance of trust property to be made by infant trustees, or by the com- mittees of lunatic trustees, or (if the lunatic has not been so found by inquisition), by any person to be appointed by the Lord Chancel- lor for that purpose. Again, there are many eases in which it is extremely difficult, if not absolutely impossible, to obtain a conveyance of the legal interest by any of the ordinary modes of proceeding : although there may be no actual personal incapacity in the trustee. For instance, where the trustee is resident in a foreign country ; or where from frequent deaths or lapse of time, or failure in representation, or some other similar reason, it cannot be accurately ascertained who is the person actually possessed of the legal estate at the particular moment. These cases, which were partially remedied by previous statutes,(«) are now also provided for by 1 Will. IV. c. 60, as explained and ex- tended by the 2d section of 4 & 5 Will. IV. c 23. The former act empowers the court to appoint a person to convey the trust estate .-. ^or,-. ii place *of the actual trustee, in the same manner as in the r 2891 . L -J case of an infant or lunatic trustee. — 1st, Where the exist- ing trustee is out of the jurisdiction. — 2d, Where it is not known who was the survivor of several trustees. — 3d, Where it is uncertain whether the trustee last known is alive or dead. — 4th, Where it is not known who is his heir (in the ease of real estate) — and 5th, Where the existing trustee refuses to convey or transfer when duly required. — Lastly, The subsequent act 4 & 6 Will. IV. c. 23, extends the provisions of 1 Will. IV. e. 60, to the case of a trustee of real estate dying without an heir. We will now proceed to consider seriatim the several provisions of the act of 1 Will. IV. c. 60, and the decisions upon the construc- tion of those provisions. (/) Sirams v. Naylor, 4 Ves. 360; Vernon, 2 P. Wms. 549; Dew u Clarke, West V. Ayles, T. & R. 330. 4 Russ. 51 1 ; Re Moody, Taml. 4. (g) Goodwin v. Lister, 3 P. Wms. Qi) See Hawkins v. Obeen, 2 Ves. 387 ; Ex parte Currie, 1 J. & W. 642 ; 559. King V. Turner, 2 Sim. 549; Ex parte (i) 36 Geo. III. c. 90; 6 Geo. IV. c. 74. ESTATE OF TRUSTEES UNDER DISABILITY. 409 It is to be premised that the act applies only to legal interests, and therefore an assignment of a chose in action is not within its pro- visions. (A) The 3d, 4th, and 5th sections of the act provide for the knacy of trustees, or mortgagees of land or stock, and empower the Lord Chancellor to direct the conveyance of the land, or the transfer of the stock, by the committee of the lunatic, or, if he has not been found a lunatic by inquisition, by any person whom the Lord Chan- cellor may think proper to appoint for that purpose.' By the interpretation clause contained in the 2d section, the pro- visions relating to a lunatic are declared to extend to any idiot or person of unsound mind or incapable of managing his aifairs. And by the express terms of the act, it applies to a trustee who is of un- sound mind, although not actually found a lunatic on inquisition. (Z) But mere infirmity or weakness of intellect will not be sufficient to bring a trustee within the act.(»i) It was held on one occasion by the present Vice-Chancellor of Eng- land, that the Vice-Chancellor had jurisdiction to direct the prelimi- nary reference to the Master to inquire, whether a lunatic-trustee was a trustee within the act, although his jurisdiction ceased at that point.(w) However, it was afterwards decided by the Lords Com- missioners, that the V. C. had no power to make even that prelimi- nary order, but that every order in the matter of a lunatic must pro- ceed from the Lord Chancellor, or other person to whom the juris- diction over lunatics is committed by the crown.(o) The Master of the Rolls therefore is equally excluded. For this reason the Lord Chancellor cannot adopt the facts relating to the lunacy of a trustee which have been found in a suit in another court, but he will require them to be ascertained by the usual reference. (p) The court cannot make any order on a petition under the act, where the fact of the lunacy is contested.(g') The 6th and 7th sections of the act provide for the infancy of trustees of land.{Vf The 6th section enables infant trustees to con- (A) Price V. Dewhurst, 8 Sim. 617. (o) Re Shorrocks, 1 M. & Cr. 31. (Z) See re Welch, 3 M. & Cr. 292. (p) Re Prideux, 2 M. & Cr. 640. (m) Re Wakeford, 1 Jones & Lat. 2. (g) Re Walker, Cr. & Ph. 147. (n) Anon. 5 Sim. 322. (1) By the interpretation clause contained in the 2d section, the provisions rela- ting to land are declared to extend to any manor, messuage, tenement, heredita- ' On a petition under these sections, the court never interferes in the adminis- tration of the trusts, but merely substitutes a trustee in place of the lunatic. In re Ward, 2 Mac. &G. 73. 2 See on these sections, In re Barry, 2 Jones & Lat. 1 ; In re Halliday, 1 Drury 3; Galium v Upton, 14 Jur. 187; 19 L. J. Ch. 276. 410 OF THE DISPOSITION OF THE r*2Q01 ^^^ ^^^ ^^^^ ^^ *^^^ direction of the Court of Ohancery.i L -^ And the 7th section enacts, that where the lands are within the jurisdiction of the Courts of Lancaster, Chester, Durham, and Wales, the conveyance is to be made under the direction of those courts, (r) It will be observed that the act provides for the infancy of trustees of real estate only. It was unnecessary to extend this provision to personal estate, for in the case of the personal representative of a trustee being an infant, a remedy might be obtained under the ex- isting law by taking out letters of administration durante minoxe cetate. It has been decided that the infant heir of a mortgagee is a trustee within the meaning of the act.(s) And the infant heir of a devisee of an estate charged with legacies after a decree in a suit for raising the legacies by a sale, is also a trustee for the legatees within the a.ct.(t) The court has no jurisdiction to direct the sale of the real estate of an infant on the ground of its being for his benefit ; and a decree directing such a sale, and declaring that the infant should be a trus- tee for the purchaser within the act, 1 Will. IV. c. 60, was held to be erroneous ; and the purchaser was discharged on petition with his costs. (m) But where the decree for sale has been obtained by the ancestor of the infant, in his lifetime, the heir will be a trustee within the act.(2;) The infant heir of a trustee of a dry legal estate, from whom a conveyance is required, need not be served with the order of reference to the master, or the other orders in the matter of the petition ; and if he oppose the order for a conveyance without suffi- cient grounds he will be deprived of his costs. (z/) The 8th, 9th, and 10th sections of the act provide for the cases of (r) The Court of Great Sessions in maney, 10 Sim. 298. [See the form of the Wales, and of the County Palatine of order, in In re Halliday, 1 Drury, 3.] Chester, have since been abolished. (t) Walters v. Jackson, 12 Sim. 278. (i) Re Gathorne, 8 Sim. 342 ; see (u) Calvert v. Godfrey, 6 Beav. 97. Prendergast v. Eyre, Ca. Temp. Sugd. {x) Prendergast v. Eyre, Ca. Temp. 11. Ex parte Griffin, V. C. 13th April, Sugd. 11. 1837 ; re Kent, 9 Sim. 501 ; S. C. Cook's (t/) Ee Bradbournej 12 Law Joura. N. Ch. Orders, 2d ed. 133; Ex parte Ora- S., Chanc. 353. ment, or real property, of whatever tenure, and to property of every description transferable otherwise than in books kept by any company or society, or any share thereof or interest therein. ' A conveyance by an infant trustee passes only such estate as the infant if of ^11 age might pass; Oldfield v. Cobbett, 8 Beavan, 294. ESTATE OP TRUSTEES UNDER DISABILITY. 411 trustees being out of jurisdiction, or not being known, or their re- fusal to convey or transfer. By the 8th section it is enacted, that where any person seised of any land upon any trust shall be out of the jurisdiction of or not amenable to the process of the Court of Chancery, or it shall be un- certain (where there were several trustees) which of them was the survivor, or it shall be uncertain, whether the trustee last known to be seised be living or dead, or if known to be dead, it shall not be known who is his heir ; or if any such trustee, or the heir of any trustee, shall neglect or refuse to convey for twenty-eight days after a proper deed shall be tendered for his execution by any person entitled to re- quire it, in every such case it shall be lawful for the Court of Chan- cery to direct any person, whom the court may think proper to ap- point for that purpose, to convey the land. The 9th section contains similar provisions respecting trustees of leaseholds, except that the provision contained in the 8th section for the cases of the survivor of several trustees, or the heir of the last trustee, not being *known, is omitted in the 9th section, p^nq-i-i The reason of this omission being, that it is open to the par- ^ ties to continue the legal representation in competent persons, by taking out administration to the old trustees, (s) The 10th section also contains similar provisions respecting trus- tees of stock,{Vj with the same omission as the 9th section, and with the exception, that the refusal of the trustee to transfer must be for thirty-one days after a request in writing from the party entitled^ There is also an additional provision for the case of the trustee's refusing to receive and pay over the dividends. It will be observed, that the case of a trustee of real estate dying without an heir is not provided for by the 8th section; and the omis- sion was intentional, in order not to deprive the lord of any right by escheat. However, the subsequent act (4 & 5 Will. IV. c. 23) for the alteration of the law of escheat, has supplied that omission, and has extended the provisions of . 1 Will. IV. c. 60 "to the case of a trustee or mortgagee dying without an heir. The provisions of the 8th section of the act of 1st Will. IV. are not expressly extended to mortgagees, as is the case in the previous sections, which provide for lunacy and infancy. Hence, it was held at first, that the heir of a mortgagee, who was not known, («) or was (z) See re Anderson, LI. & G. 27. (a) Re Goddard, 1 M. & K. 25 ; Re Stanley, 5 Sim. 320. (1) The interpretation clause declares, that the provisions respecting sioci shall extend to any fund, annuity, or security, transferable in any books kept by any company or society established or to be established, or to any money payable for the discharge or redemption thereof, or any share or interest therein. 412 OP THE DISPOSITION OF THE out of the jurisdiction, (5) or the devisee of a mortgagee, (c) was not a trustee within the meaning of the act. Although, where a mortgagee had obtained a decree for sale, his heir, being out of the jurisdiction, was held by Sir Edward Sugden to be a trustee within the a.ct.{d) However, the 2d section of 4 & 5 Will. IV. c. 23, which extends the provisions of 1 Will. IV. c. 60 to the case of a trustee or mort- gagee dying without an heir, refers to the latter act, as if it applied equally to trustees and mortgagees. Consequently, it was held by , Lord Langdale, M. B,., in Ex parte Whitton,(e) that mortgagees and the heirs of mortgagees were within the act of 1 Will. IV. as ex- plained by the 2d section o/ 4 ^ 5 Will. IV. c. 23. And this de- cision was followed by Sir L. Shadwell, V. C, in several subsequent cases, (/) In this state of the authorities the act 1 & 2 Vict. c. 69 was passed, which gives the court jurisdiction to direct a conveyance in the place of the heir or devisee of a mortgagee, under the same cir- cumstances which are provided for by the 8th section of 1 Will. IV. c. 60, and the 2d section of 4 & 5 Will. IV. c. 23, in cases where the mortgagee shall have died without having been in possession or in receipt of the rents of the mortgaged estate, and the mortgage money shall he paid to his executor or administrator. And it then enacts, that neither of the acts, 1 Will. IV. c. 60, or 4 & 5 Will. IV. c. 23, _ -- - shall extend to mortgagees *in any other case than those "pro- L "'-' vided for by that act. Hence the jurisdiction of the court, under the 8th section of 1 Will. IV. c. 60, will in future be confined to the heir or devisee of a mortgagee, who has died without having been in possession, and where the money has been paid off. However, it has been decided, that the act of 1 & 2 Vict, was not intended to repeal the previous acts, and, therefore, that the juris- diction of the court still remains with regard to infant and lunatie mortgagees, who are expressly included in the third and sixth sections of 1 Will. IV. c. 60, although the words of the final clause in the act of Victoria, if strictly followed out, would unquestionably have de- prived the court of the jurisdiction in those cases. (^) A trustee, who was captain of a merchant ship on its voyage to India, has been held not to be out of the jurisdiction within the mean- ing of the act.(A) Where two or more persons are Jointly seised of an estate as trus- tees, and one of them^ absconds, or cannot be found, the case does (6) Re Dearden, 3 M. & K. 508. (/) Re Stanley, 7 Sim. 170; Re Wil- (c) Ex parte Payne, 6 Sim. 645. son, 8 Sim. 393; Re Williams, 9 Sim. Id) Prendergast v. Eyre, Ca. Temp. 426 ; Re Thompson, 12 Sim. 392. Sugd. U. (g) Re Gathome, 8 Sim. 392. (e) 1 Keen. 278; sed vide Green v. {h) Hutchinson v. Stephens, 5 Sim. Holden, 1 Beav. 207. 498. ESTATE OF TRUSTEES UNDER DISABILITY. 413 not come within the 8th section of the act, for the trustee who cannot be found, is not the trustee "last known to be seised." This decision was recently made with respect to the husband of a feme trustee of real estate, who had absconded.(«) But the same principle applies with equal force to one of several co-trustees. The court will receive proof by affidavit at the hearing, that the trustee after every exertion cannot be found, where the inability to discover him is the foundation of the application. (A) In order to found an application to the court to direct a convey- ance on the ground of the refusal of the trustee to convey, the 8th and 9th sections require a conveyance or assignment to have been tendered to the trustee by the persons entitled to require it. The tender must therefore be made by the cestui que trusts, being sui juris, or (where the conveyance is to new trustees) by the new trus- tees, who have been duly appointed, either under a power, or by the decree of the court.(Z) An order of the court to a trustee to transfer stock, cannot be treated as the request of the persons entitled, so as to bring the trustee within the 10th section. (m) The 11th section of the act prescribes the mode of obtaining the order for a conveyance, and by whom the application for that pur- pose may be made. It directs that the order may be made in any cause depending in the court, or upon petition, in the lunacy or matter. Although it may be optional for the parties to proceed either by suit or petition, yet if a hill have been once filed to obtain the con- veyance or transfer from a trustee, and the answer have been put in, the court will not then entertain a petition presented under the act with the same object, but the cause must proceed regularly to a hearing.(w) *In some cases, — as in cases of constructive trusts coming within the 16th and 17th sections of the act, which will be L -^ presently considered, — the court has no jurisdiction to direct a con- veyance under the act, until the right of the parties to require the conveyance shall have been established by a decree. In such cases therefore the parties must necessarily proceed by suit ; and an ap- plication by petition in the first instance will be improper. And it is the same with regard to doubtful cases, coming within the 12th section. Where a decree is made in a suit declaring the defendant a trustee {%) Moore v. Vinter, 12 Sim. 161. binson v. Wood, 5 Beav. 246j Ex parte (&) Moore v. Vinter, ubi supra; De Foley, 8 Sim. 395. Crespigny v. Kitson, 12 Sim. 163, cited. (m) Madge v. Riley, 3 Y. & Coll. 425. {I) See Rider v. Kidder, 13 Ves. 123 ; (n) Burr v. Mason, 2 S. & St. 11. Mansfield v. Magnay, 2 Moll. 153; Ro- 414 OP THE DISPOSITION OP THE within the act, and the conveyance or transfer is to be made by the defendant himself, as where he is an infant, he will at once be directed to make the conveyance or transfer by the same decree, which declares him to be a trustee, and it is now settled, that a sub- sequent petition to obtain the order for a . conveyance is unneces- sary,(o) although the practice in that respect was formerly dif- ferent. (p) And so where the person to mate the conveyance or transfer in place of the trustee is pointed out by the S2d section of the act, the court will in like manner by its decree at once direct the conveyance or transfer to be made by that person in place of the party, whom by the same decree it declares to be a trustee. Thus where one of two co-executors and trustees was proved to be out of the jurisdic- tion, his co-executor was at once ordered to transfer the trust stock without any reference to the Master. (§') And so the secretary or officer of the bank will be ordered to make the transfer at once under similar circumstances, (r) And the same reasons would of course authorize a similar direction to the committee of a lunatic trustee. But where the person to make the conveyance or transfer in the place of the trustee is not pointed out by the act, as a general rule the order for a conveyance will not be immediate, but there must be a reference to the Master to appoint a person to execute a convey- ance in the place of the trustee. (s) An order for a conveyance has been made on motion after a de- cree. But such a motion must be on notice ; or made with the con- sent of all parties.(i) Again if the defendant in a suit be not actually declared a trustee within the act by the decree, but the fact of his being such a trustee is only a result, which arises from the decree itself (as where there is a decree for the sale of the estate in which he has the legal in- terest), a petition must be presented in the usual manner under the act to obtain an order for a conveyance, and the proceedings upon the petition will be regularly carried out according to the usual prac- tice, which will presently be considered.(M) By the 11th section the court is also enabled to act upon petition (o) Walton I). Merry, 6 Sim. 328: (s) See Fellowes jj.Till, 5 Sim. 319; Miller v. Knight, 1 Keen, 129; Broom Beale v. Ridge, 4 Y. & C. 248, cited. «. Broom, 3 M.& K. 433; Neve w. Bine, («) Callaghan v. Egan, 1 Dr. & 1 Keen, 129, n.; Hanson u. Lake, 2 N. Walsh, 187. C. C. 328. (u) Parker v. Burney, 1 Beav. 492; {p) Fellowes v. Till, 5 Sim. 319; Robinson'u. Wood, 5Beav.246;Cockell Prytharch v. Havard, 6 Sim. 9. v. Pugh, 6 Beav. 293 ; King v. Leach, iq) Parker 1). Burney, 1 Beav. 492. 2 Hare, 57; Walters v. Jackson, 12 (r) See Cockell v. Pugh, 6 Beav. Sim. 278. 293, sec. 294; re Law, 4 Beav. 509, 512. ESTATE OP TRUSTEES UNDER DISABILITY. 415 in *the lunacy or matter. And that section directs, that the r-^g^A-, petitioner shall he the person or some or one of the persons L ^ heneficially entitled to the land, stock, or dividends, to be conveyed, transferred, or received ; except where a conveyance to a new trus- tee is required, when the petition may he presented by the new trus- tee, or any of the trustees, being duly appointed under a power, or by the Court of Chancery.(l) Where there is no suit, the court can act upon petition only, and not on motion ; for a petition is required by the statute, and the court has no jurisdiction except in the mode prescribed.(a;) It has been seen, that the act requires the petition to be in the lunacy, or the matter. It is therefore essential, that a petition under the act should be so entitled, in order to give the court juris- diction. It is also now the settled practice, to require the petition to be likewise entitled in the matter of the act of parliament, under which the application is made.(?/) Although this is not essential to the validity of the petition. (2) In cases, where the appointment of a new trustee is not required, the petitioner must be. the person or one of the persons beneficially entitled to the land, stock, or dividends, to be conveyed, transferred, or received. , It has been decided, that a person having a partial interest in the trust property, — as for instance an annuitant, to whom an equitable interest in a sum of stock had been assigned, as a farther security for the annuity — may present a petition under the act.(a) Where there has been a decree in a suit for the sale of an estate, we shall see presently, that the effect of that decree will be to con- vert the defendant, in whom the legal estate is vested, into a trustee within the meaning of the act, and that an order for the conveyance of the property may be obtained upon petition, upon the refusal of the defendant to execute the conveyance, or his being out of the jurisdiction, &c.(J) However, it is doubtful from the authorities, whether the purchaser under the decree, or the persons beneficially interested in the pur- chase-money, are the proper parties to present this petition. In Eobinson v. Wood,(c) the petition was presented by the purchaser, {x) Eveline v. Foster, 8 Ves. 96 ; (6) Prendergast v. Eyre, Ca. Temp. Baynes v. Baynes, 9 Ves. 462; Vide Sugd. 11; Robinson v. Wood, 5 Beav. anon. 1 Y. & Coll. 75. 246; King v. Leach, 2 Hare, 57; see {y) Re Law, 4 Beav. 509. Beale v. Ridge, 4 Y. & C. 248, cited; (z) Re Fowler, 2 Russ. 449 ; and see et vide post. 4 Beav. 510, 511. (c) 5 Beav. 246; et vide Calvert v. ifl) Re King, 10 Sim. 605, 607. Godfrey, 6 Beav. 97, 102. (1) A mere proposed trustee cannot present the petition for a conveyance to himself under this section. Re Odell, Hayes' Ir. Excheq. Rep. 257. 416 OP THE DISPOSITION OF THE and the order was made by the Master of the Rolls (Lord Langdale), without raising any question as to the propriety of the proceeding. But in a subsequent case before V. C. Wigram, which occurred in the same year, and but shortly after Robinson v. Wood, the petition was presented by the plaintiffs in a cause, who were equitable mortgagees of the estate, which had been decreed to be sold. His Honor said, that it was impossible the defendant could be treated as a trustee for the purchaser within the act. The act provided, that it should P^onr-i not extend to the case of a vendor except *in the particular circumstances provided for,(d) and those circumstances did not occur in that case. However, his Honor added, that he thought the effect of the decree was, to make the defendant a trustee not for the purchaser, but for the plaintiffs in the cause, and that the de- fendant being out of the jurisdiction, the plaintiffs were entitled, under the act, to an order for the appointment of a person in the place of their trustee to assign the premises to the purchaser.(e) Lord Langdale's decision in Robinson v. Wood, was not brought to the notice of the court in this last case, but as the point in ques- tion was expressly decided after consideration in King v. Leach, it may probably be considered entitled to more weight than the case at the Rolls, in which the attention of the Master of the Rolls does not appear to have been directed to this particular point. However, a further judicial decision is undoubtedly requisite to settle the practice. A petition for a conveyance under the act must state all the facts necessary to show the petitioner's title to the relief, and to bring the case within the summary jurisdiction of the court. And the statement must be verified by afl5davit.(/) And where a petition for the transfer of stock is presented on the refusal of the executors of the surviving trustee to take out probate, the affidavit should state, that the executors refuse to take the steps necessary for enabling them to transfer ; and an affidavit, that they refused to take out probate is not sufficient. (^) Where a trustee's absence from the country is the ground of the application, the affidavit should state the country where he is resident.(^) As a general rule, the court will not make any order for convey- ance or transfer on petition in the first instance : but the first order will be, for a reference to the Master to inquire, whether the person from, or in place of, whom a conveyance is sought is a trustee' within the act.(«) There must then be a second petition upon the Master's report on this reference. (d) Sect. 18, vide post. (g) Ex parte Winter, ubi supra. (e) King v. Leach, 2 Hare, 57. (k) Ex parte Hughes, 1 Jones & Lat. (/) Ex parte Winter, 5 Russ. 284; 32. Moored. Vinter, 12 Sim. 161; DeCres- (i) 3 Newl. Prac. 242, 3d ed.; 1 pigny r. Kitson, id. 163, cited. Turn. Prac. 405; Seton on Decrees, 252. ESTATE OP TRUSTEES UNDER DISABILITY. 417 However, this reference is only made for the satisfaction of the court, nor is it essential in every case. But if the court be perfectly satisfied of the facts, the order may be made -without any reference, or the reference will be confined to those facts only, as to which the court cannot feel satisfied without a reference.(fc) Therefore where the party has been declared a trustee within the act by a decree in a cause ; or the fact of his being such a trustee appears from the decree (as where there is a decree for sale) ; or it is evident from the proceedings in the cause ; the reference is not required for the satisfaction of the court, which will pay attention to the previous proceedings ; and the order for the conveyance or transfer will, consequently, be made at once, without any previous reference. (Z) And in very clear cases, even on a simple petition without any previous *suit, the court has dispensed with the usual preli- minary reference ; and where a conveyance is sought from L ^ an infant, it will itself examine the proposed conveyance for the pur- pose of making an immediate order for him to execute it.(»i) In a late case, where the surviving trustee of a settlement refused to exe- cute a conveyance to new trustees ; the V. C. on petition appointed a person named in the petition to execute the deed in place of the trustee without a reference.(w) And a conveyance to a new trustee has been ordered on petition without a reference, where the petitioner was the only person interested in the property.(o) Where the property is Very small, it seems that the order, refer- ring it to the Master to inquire whether the party is a trustee within the act, may go on to direct a conveyance at once if the Master should so find ; so as to do away with the necessity of coming back to the court for the final order upon the Master making his report. (p) It was said by the Master of the Kolls in the case referred to, that in cases of charity the court will never dispense with a reference. The order of reference to the Master, or the other orders in the matter of a petition for a conveyance under the act, need not be served on the infant heir of a trustee of a dry legal estate; and if the infant oppose the petition without suflScient grounds, he will be deprived of his costs, (g-) (fc) Per Lord Langdale, M. R., in Chanc. 168; 8Jur. 347; re Piatt, Ibid. Cockell V. Pugh, 6 Benv. 294. cited. (?) Parker v. Burney, 1 Beav. 492 ; (n) Ex parte Foley, 8 Sim. 395. Robinson v. Wood, 5 Beav. 246; King (o) Ex parte Shick, 5 Sim. 281 ; et V. Leach, 2 Hare, 57 ; and see Fellowes vide re Trapp, ubi supra. V. Till, 5 Sim. 319; Prytharch v. Ha- (p) Att.-Gen. v. Arran, 1 J. & W. vard, 6Sim. 9; Walters 1;. Jackson, 12 229; Neal v. Dell, Vice-Chancellor Sim. 278. Bruce, 9 Jurist, 99. (m) Re Trapp, 13 Law. Joum. N. S. (9) Re Bradbourne, 12 Law Journ. N. S., Chanc. 353. 27 418 OP TUB DISPOSITION OP THE When the Master has made his report upon the reference, a second petition must be presented, praying the confirmation of the report, and that the person approved of by the Master may be ordered to execute the conveyance or assignment. The Master's report on a reference under the act cannot be ea;- eepted to, but if the parties are dissatisfied with it, they must bring it before the court by petition, when it will either be confirmed, or referred back to the Master to be reviewed, (r) It is not sufficient for the Master's report to state simply that the party is a trustee within the act, but the documents and facts which establish the trust should be stated on the face of the report. (s) The act declares, that every conveyance executed under an order made within the act shall be as efiectual as if executed by the trus- tee. Hence it will not have any greater efi'ect, and all the same formalities must be observed, that would have been requisite to give it legal validity, in case it were executed by the trustee himself. Therefore if the estate vested in the trustee be an estate tail, or if the trustee be a married woman, the conveyance must be enrolled, or acknowledged, according to the provisions of the Fines and Ee- coveries Act.(f) Where a person has been ordered to execute a conveyance in the place of a recusant trustee, it is not necessary that he should be made a party to the deed, or that there should be a recital in the deed of the order on *the petttion ; but the conveyance may '- -"be prepared, as if it were to be executed by the trustee him- self, and the person appointed by the court may then execute it, and it should be expressed in the attestation clause that he had exe- cuted it in place of the trustee, in pursuance of the order made on the petition. (m) In the case in which this decision was made, the conveyance had actually been prepared and tendered to the recusant trustee for exe- cution by him, and its subsequent execution by the person substituted by the court in the manner suggested by the V. C. obviated the ex- pense of preparing a new deed. Where there is no such reason for adopting the course sanctioned by the decision in Ex parte Foley, it would doubtless be more regular and advisable to make the person who is to convey, a party to the deed, and to recite the petition and order in explanation of the transaction. By the 12th section of the act, where frpm the length of time since the creation of the trust the title of the person requiring the con- (r) Ex parte Burton, 1 Dick. 395; Ex parte Johnson, lb. 559; and see Price V. Shaw, 2 Dick. 732 ; Ex parte Radoliffe v. Eccles, 1 Keen, 130; Penny Swann, ib. 749; Seton, Decrees, 253. v. Prater, 9 Sim. 135. (s) Re Purdon, 1 Dr. & War. 500. (u) Ex parte Foley, 3 Sim. 395. (0 See Ex parte Maire, 3 Atk. 749 ; ESTATE OF TRUSTEES UNDER DISABILITY. 419 veyance may appear to require investigation, or where the court under any other circumstances may not choose to make an order upon petition, it may direct a bill to be filed to establish the right. It was held on one occasion by Sir J. Leach, M. R., that the statute was intended to apply only where the cestui que trusts were named in the instrument creating the trust, or where the^/ claimed directly hy assignment or representation through the persons so named. And where a petition for a conveyance under the act was presented by persons, whose title as cestui que trusts depended on whether the testator's debts and legacies had been paid, and whether a third person had died without issue, his Honor refused to make any order on the petition, observing, " that it could not have been the in- tention of the legislature to give authority to determine facts of that important nature upon an ex parte proceeding; and that he could not act upon the Master's report in such a case."(a;) And this deci- sion was approved of on a rehearing by Lord Brougham, Chan- cellor. («/) However, this decision did not meet with the approbation of Lord Lyndhurst,(2) and in a subsequent case, where a petition for a con- veyance had been presented by persons who were entitled to equi- table interests in remainder after the determination of an estate tail, his Lordship considered that the case before him came within the dis- cretionary power given to the court by the 12th section, and he di- rected the usual reference to the Master. (a) It is clear, however, that the act does not enable the court to enter- tain, or decide upon, any doubtful or adverse questions of title upon a petition for a conveyance under the act ; and where any such ques- tions arise, or the title of the parties requiring the conveyance is not reasonably certain and clear, the court can act only in a suit regu- larly instituted. (J) However, an executor who has assumed the character of a trustee of stock and other securities, which had formed part of the assets, by setting *theni apart for the purposes of the trust, is p^oQg-, clearly a trustee within the meaning of the act ; and where ^ ^ such a person is under disability, or out of the jurisdiction, &c., an order for a transfer may be obtained on petition.(e) And so, executors, who refuse to prove, are trustees within the act,(cZ) if they have not renounced.(e) And a person who is named (z) Ex parte Merry, 1 M. & K. 677. (6) See re NichoUs, Ca. Temp. Sugd. {y) 1 M. & K. 679. 17; re Walker, Cr. & Ph. 147. (z) 2 M. & K. 626. (c) Ex parte Dover, 5 Sim. 500. (o) Re De Clifford Estates, 2 M. & (d) Ex parte Winter, 5Russ. 284; Ex K. 624 ; and see Ex parte Dover, 5 Sim. parte Hagger, 1 Beav. 98 ; re Need- 500. ham, 1 Jones & Lat. 34. (e) 5 Russ. 286. 420 OF THE DISPOSITION OP THE executor in a -will, but who declines to state whether he will prove or not, is also a trustee within the act ; (/) so as to enable the court to make an order for an assignment or transfer in such cases on petition. The 13th section of the act declares, that any committee, infant, or other person, directed to convey or transfer under the act, may be compelled to make the conveyance or transfer in the same manner as trustees who are not under disability, &c. If an infant trustee refuse to comply with an order to convey, he may be committed on a motion by the petitioner for that purpose. And if the order were obtained in a suit to which the infant was a party, an attachment may be obtained against him.(^) The 14th section contains a provision for the payment of mort- gage-money belonging to infants into court. The 15th section extends the operation of the act to trustees having a beneficial interest,(A) or having any duty as trustee to per- form ; adding a discretionary power for the court in any case to direct a bill to be filed, and not to make the order for a conveyance or trans- fer unless by the decree in such a suit, or after a decree. The 16th, 17th, and 18th sections of the act apply to cases of constructive trust. The 16th section provides, that the heir of a vendor who dies after the contract, but before making a conveyance, when a decree is made in a suit for specific performance of the contract, shall be a trustee within the act for the purchaser. And also that a nominal purchaser, in whose name a conveyance is taken, without any declaration of trust for the real purchaser, or the heir of such a nominal purchaser, shall be a similar trustee for the real purchaser, after a decree shall be obtained declaring him a trustee. The 17th section extends the operation of the act to the devisee for life of an estate, which had been contracted to be sold by the testator, where a specific performance of the contract shall have been decreed. The 18th section extends the previous provisions to every other case of constructive or resulting trust. But it is added, that where the alleged trustee has or claims a beneficial interest, adverse to the party seeking a conveyance or transfer, no order for a conveyance or transfer shall be made, until the person be declared a trustee by the court in a suit regularly instituted. And it is declared that the act shall not extend to cases upon partition, or election, or to a ven- dor, except where thereinbefore expressly provided. It will be seen that the cases of constructive trust, which are ex- pressly *provided for by the 16th and 17th sections, are those ■- J arising upon an incomplete contract for the sale of an estate, (./) Cockell V. Pugh, 6 Beav. 293. (A) See Ex parte Ryley, 3 Hare, 614. ig) Re Beech, 4 Mad. 128. ESTATE OF TRUSTEES UNDER DISABILITY. 421 and upon a purchase by one person in the name of another. Such cases are therefore unquestionably within the operation of the act. But although the 18th section extends the act to all other cases of constructive trust, this provision is so qualified and restricted by the subsequent clause, that it is of very little practical effect for the pur- pose of giving the court any summary jurisdiction to act upon peti- tion. For it can very rarely happen that a mere constructive trus- tee, against whom a conveyance is sought, does not claim some bene- ficial interest in the estate. And in that case, the court is expressly disofbled from making any order without a suit.[i) Hence a petition under the act for a conveyance from a trustee by virtue of any resulting or constructive trust, which is not expressly provided for by the 16th or 17th sections, would be very doubtful in its result, and the adoption of such a course could rarely, if ever, be advised. As constructive trusts are expressly provided for by these sections, the 8th and other preceding sections cannot be considered to include trusts of that description.(A) It has been held, that an agreement for the exchange of lands is not within the 16th section of the act, although a sum of money forms part of the consideration by way of equality of exchange. There- fore, where one of the parties to such an agreement for an exchange died before the execution of the conveyance, leaving an infant heir, the court refused to make an order under the act for the infant to convey. (Z) However, where a decree has been properly made for the sale of an estate in mortgage, or subject to a charge, and the sale has been made accordingly, but the mortgagor or his heir, or the owner of the estate subject to the charge, is out of the jurisdiction, or under any disability, or he refuses to convey, it has been held, that the person who has been so decreed to convey, is a trustee within the act, and a conveyance will be directed on petition, (m) Whether he will be a trustee for the purchaser under the decree, or for the persons bene- ficially interested in the purchase-money, is, as has been already stated, a matter of doubt. And the conflicting decisions of Lord Langdale, M. R., in Robinson v. 'Wood,(M) and of Sir James Wi- gram, V. C, in King v. Leach,(o) have been also already considered. (i) See the observations of Sir Chris- 246 ; King v. Leach, 2 Hare, 57 ; see topher Pepys, M. R., in re Dearden, 3 Beale v. Ridge, 4 Y. & Coll. 248, cited; M. & K. 508, 512; and see Turner v. Warburton v. Vaughan, 4 Y. & Coll. Edgell, 1 Keen, 502, 505. 247. (A) Ibid. (n) 5 Beav. 246 ; and see Calvert v. (J.) Turner v. Edgell, 1 Keen, 502. Godfrey, 6 Beav. 97, 102. (m) Prendergast v. Eyre, Ca. Temp. (o) 2 Hare, 57. Sugd. 1 1 ; Robinson v. Wood, 5 Beav. 422 OP THE DISPOSITION OF THE If the decree for sale be improper or irregular, the person thereby directed to convey will not be a trustee within the act.(_p) The 19th section of the act extends its provisions to the husband of any feme, coverte trustee, or mortgagee, where his concurrence is necessary in any conveyance or transfer, &c., by his wife, and whether the husband be under any disability or not. In a recent case, where the husband of a woman, who was the sole ^trustee for sale of real estate, had absconded, and had not ■- -■ been heard of up to the hearing of the cause, the Vice-Chan'* cellor of England decreed a sale, and that the husband should be de- clared a trustee within the act 1 Will. IV. c. 60 ; but his Honor declined to appoint a person to convey in place of the husband, on the ground that he was not the person " last known to be seised," within the 8th section, inasmuch as there was a joint seisin in the husband and the wife.(9') By the 21st section, the provisions of the act are extended to pe- titions in cases of charity and friendly societies. The 22d section, which confers on the court the power of appoint- ing new trustees on petition in certain cases, has been considered at large in a previous chapter, (r) The 23d section, which extends the power of appointing new trus- tees to cases of charities, has also been already considered. (s) The 24th section facilitates the proceedings of the court in suits where a trustee cannot be found ; the effect of this enactment will be considered in a future chapter, (i) The 25th section empowers the court to direct the costs and ex- penses of petitions, and conveyances, and transfers under the act, to be raised and paid out of the land, or stock, or rents, or dividends. Under the earlier acts the court had jurisdiction to give an infant trustee his necessary costs of the petition and conveyance.(M) And according to the present practice, an infant trustee or heir of a mortgagee, who is ordered to convey under the act, either on suit or petition, is unquestionably entitled to his costs and expenses occa- sioned by the proceedings. (a;) However, the costs must have been reasonably incurred, and no- thing will be allowed which is not necessary. For instance, a brief to counsel to consent for the infant, will be disallowed ; for no at- tention can be paid by the court to such a consent.(j/) (p) Calvert v. Godfrey, 6 Beav. 97. Prytharch v. Havard, 6 Sim. 9 ; Midland (9) Moore v. Vinten, 12 Sim. 161. Counties Railway Company d. West- (r) Ante, Pt. I. Div. III. Ch. II. comb, 11 Sim. 57 ; Hanson v. Lake, 2 {s) Ibid. N. C. C. 328 ; see re Marrow, Cr. & Ph. (<) Post, 545. [Suits against Trustees.] 142, 145. (u) Ex parte Cant, 10 Ves. 554. (y) Ex parte Cant, 10 Ves. 554. (z) Ex parte Oramaney, 10 Sim. 298; ESTATE OF TRUSTEES UNDEB DISABILITY. 423 The rule is the same with regard to lunatic trustees -.{z) and ac- cording to the present practice, there can be little doubt but that the same rule also applies to lunatic mortgagees. [a) Although a dis- tinction has been held to exist between lunatic trustees and mort- gagees, the latter having been held not to be entitled to their costs of a petition to obtain a conveyance.(J) So in other applications for a conveyance under the act, which are not occasioned by the fault of the trustee, as where the trustee is out of the jurisdiction, or cannot be found, &c., there can be no question but that the costs must be borne by the party for whose benefit the order is made.(c) However, if the application be rendered necessary by the unreason- able refusal on the part of the trustee to execute a conveyance, he will not be *allowed his costs. (ci) Although even in that case r^onn he will not be made to pay costs, even where there had been ^ ^ a decree in the suit, directing him to convey to the petitioner.(e) And so if a trustee, though being an infant, oppose an application for a conveyance under the act without sufficient reason, as, for in- stance, because he had not been served with the order of reference or other orders in the petition — he will be liable to be deprived of his costs. (/) In cases within the 16th section, where a vendor has died, after the contract, but before the execution of the conveyance, leaving an infant heir, and a decree has been made in a suit for specific per- formance of the contract, whereby the heir is ordered to convey, the costs of the suit have been ordered to be paid out of the purchase- money.((/) And the reason assigned by Sir L. Shadwell, V. 0. E., in making this order was, that the suit was occasioned by the laches of the vendor in suffering the legal estate in the land sold to descend to his heir-at-law, instead of devising it to a trustee to convey to the purchaser. (7i) (1) However, this reasoning will not apply where only a very short interval has elapsed between the contract of sale and (2) Ex parte Tutin, 3 V. & B. 149; (e) Robinson v. Wood, ubi supra. Ex parte Pearse, T. & E. 325, 7; over- (/) Re Bradbourne, 12 Law Journ. ruling Ex parte Bridges, Coop. 290. N. S. Chanc. 353. (a) Re Marrow, Cr. & Ph. 142. (g-) Prytharch v. Havard, 6 Sim. 9; (6) Ex parte Richards, 2 J. &W. 264; Midland Counties Railway Company and 2 CoUinson on Lunacy, 761. v. Westcomb, 11 Sim. 57. (c) Kingt!. Leach, 2 Hare, 57, 59. Qi) 11 Sim. 58. [d) Robinson v. Wood, 5 Beav. 246 ; vide supra, p. 278, et post, p. 551. (1) It is only the costs of the proceedings requisite to enable the infant heir to convey, that will be borne by the vendor's estate in these cases, the expenses of the con- veyance itself ■will fall upon the purchaser according to the general rule. 1 1 Sim. 57. [See as to this, Lewis v. Baird, 3 McLean, 67; Tiernan v. Roland, 15 Penn. St. R. 440.] 424 OF THE DISPOSITION OF THE the death of the vendor. In that case, therefore, if there have been no other default on the part of the vendor, the purchaser will have to bear his own costs, and the costs of the infant will be paid out of the personal estate of the intestate vendor.(i) For that purpose, the administrator of the intestate must appear and consent to be bound by the decree. (A) Where an estate has been sold under a decree of the court, and an application under the act becomes necessary in order to obtain a conveyance of the legal estate, we have seen that it is an unsettled point, whether the petition should be presented by the purchaser, or the persons having an interest in the application of the purchase- money. {J) The liability to the costs of the petition is equally un- settled. In Robinson v. Wood, where the purchaser presented the petition, the Master of the Rolls refused to order the trustee to pay costs, and therefore the petitioner must have borne his own costs at all events.(m) In King v. Leach, the equitable mortgagees of the estate, who were the petitioners, were ordered to pay the purchaser his taxed costs. (?i) In that case it appears that the purchase-money was insufficient to pay the petitioner's mortgage debt and the costs of the suit in full. Where an improper or irregular order has been upon an appli- cation under 1 Will. IV. c. 60, the court has jurisdiction to order payment of his costs to the party resisting the order.(o) And it has been decided, *that the court may dismiss a petition, which it L -I has no jurisdiction to entertain, with costs.(p) By the 26th section of the act, the powers given to the Lord Chancellor of Gfreat Britain sitting in lunacy are extended to all lands and stock in the British dominions, except Scotland and Ire- land. And by the 29th section, the powers given to the Court of Chancery in England are extended to all land and stock in the British dominions, except Scotland. The effect of the 27th, 28th, 30th and 31st sections, is to extend the powers of the act to the Court of Ex- chequer, and to the Lords Commissioners or Lord Keeper of the Great Seal, in England, and as to land and stock in Ireland, to the Lord Chancellor, Keeper, and Commissioners, and Courts of Chan- cery and Exchequer in that country. The previous acts had been held to extend to lands situated out of the jurisdiction of the court, but within the British dominions, as in the East and West Indies, and Ireland.(g') This construction is ex- (0 Hanson u Lake, 2 N. C. C. 328. {p) Re Isaac, 4 M. & Cr. 11. (i) Ibid. iq) Evelyn v. Forster, 8 Ves. 96; Ex (?) Vide supra. parte Prosser, 2 Bro. C. C. 325; Ex (m) 5 Beav. 246. parte Anderson, 5 Ves. 240; Ex parte (n) 2 Hare, 57, 59. Bosanquet, id. 242, cited; Ex parte Fe- (o) Re King, 10 Sim. 605; see Calvert nelito, id.; Ex parte Osborn, id. V. Godfrey, 6 Beav. 97. ESTATE OE TRUSTEES UNDER DISABILITY. 425 pressly adopted by the present act, except that Scotland is excluded from its operation. However, the act does not extend to lands in foreign countries which are not part of the British dominions. (r) The 32d section points out the persons who in certain cases are to he named in the order, as the persons to make the conveyance or transfer in place of the trustee. These are — the committee of the estate of a lunatic trustee ; or a co-trustee or co-executor (where there is one) ; or some officer of the company or society, in whose books the transfer was to be made ; and (where the transfer is to be in the books of the Bank of England) the secretary, or deputy secre- tary, or accountant-general, of the bank, or his deputy. In other cases, where the appointment of a person to convey is part of the relief required, it will be part of the reference to the Master to appoint a proper person for that purpose. And it seems that the order may be for the Master himself to be at liberty to execute the conveyance. (s) The 33d section provides for the indemnity of the bank and other companies and their officers in acting under the act. CHAPTER Y. [*303] OF THE LEGAL DEVOLUTION OF THE ESTATE OF TKUSTEES. Where more trustees than one are appointed, the trust property is almost invariably limited to them as joint-tenants ; and even if the terms of the gift rendered this at all doubtful, the court for the sake of convenience would doubtless endeavor, if possible, to affix this con- struction to it. Therefore upon the death of one of the original trustees the whole estate, whether real or pe^rsonal, devolves upon the survivors, and so on continually to the last survivor.* Upon the death of a sole or last surviving trustee, who has not made any disposition of the trust estate, it devolves according to its legal quality upon his heir-at-law or personal representative. (a)* (r) Price v. Dewhurst, 8 Sim. 617. to take by escheat on the death of a {s) See King v. Leach, 2 Hare, 59. trustee without heirs, is now excluded, (a) It has been already seen, that the ante p. 50, and Ch. III. p. 269 of this title of the crown, or other superior lord, Division. 'Sheetz v. Unangst, 3 W. & S. 45; Stewart v. Fetters, 10 Missouri, 755; Moses V. Murgatroyd, 1 John. Ch. R. 119; De Peyster v. Ferrers, 11 Paige, 13. Even though survivorship be abolished by statute ; Parsons v. Boyd, 20 Alab. 426 OF THE LEGAL DEVOLUTION OF As a general rule the surviving trustees or trustee, or the heir or personal representatives of the sole or^last surviving trustee, are as fully competent to act in the administration and management of the trust estate, as the trustees originally appointed. But, -where discre- tionary powers are given personally to the original trustees, the same rule applies as in the case of devisees ; and the surviving trustee, or heir, or administrator, as the case may be, Tvill not be competent to execute such powers, unless authorized to do so by the trust instru- ment. (6) A surviving trustee, who has never accepted or acted in the trust, may execute a disclaimer, and thus dissent from the estate, which the law casts upon him ; and in that case, if the disclaiming party be the last surviving trustee, the legal estate, according to its quality, will devolve upon the heir or the personal representative of the deceased trustee.(c)' If the original trustee have accepted the trust in his lifetime, it is conceived that it is no longer competent for his heir or personal re- presentative to make a valid disclaimer after his death ; although the heir or representative might unquestionably apply to the court to have other trustees appointed in his place, without rendering himself liable to the costs of that proceeding.(cZ) But where the trust has not been accepted by the original trustee, there seems to be no rear son, why a disclaimer may not properly be made by his heir or repre- sentative ; although the point does not appear to have been ever expressly decided.(e) r*R04n *Upon the marriage of a female trustee the legal interest '- in the trust property will become vested in the husband, either wholly or partially, according to the nature of the estate. If it consist of chattels personal in possession, they will devolve upon (6) Mansell v. Mansell, Wilm. 36; 406; 13 Sim. 91, and post, 489. [Pow- Peyton v. Beang, 2 P. Wms. 626 ; Town- ers.] send V. Wilson, 1 B. & Aid. 608; Dyer, (c) Stacey v. Elph, 1 M. & K. 199; 177, PI. 32 ; see Sharp v. Sharp,'^2 B. & ante, Pt. I. Div. IV. Ch. I. Sect. I. Aid. 405; Cole v. Wade, 16 Ves. 27; {d) Ante, Pt. I. Div. IV. Ch. II. Hall V. Dewes, Jac. 189; Bradford v. Sect. I. Belfield, 2 Sim. 264; 1 Sugd. Power, (c) Goodson u. Ellisson, 3 Euss. 583, 148, 152, 6th ed.; and see Cooke v. 7; ante, Pt. I. Div. IV. Ch. II. Sect. I- Crawford, 11 Law Joum. N. S., Chanc. [p. 219, 222, and notes.] 112; Sheetz v. Unangst, ut supra. In New York, Michigan, and Wisoonein, trusts do not pass to the heirs of the trustee, but vest in and are exercised by the court. See ante, 190. In Pennsylvania, the trust estate descends to the heir at com- mon law, and not to the statutory heirs. Jenks' lessee v. Backhouse, 1 Binn. 91. With regard to executors, the old rule is abolished in several of the States, the trust devolving there on the administrator cum testamenio annexo. See post, 472, note. ' The heir of a trustee becomes liable only prospectively, and is accountable merely for his own management of the estate. Baird's Appeal, 3 W. & S. 459. THE ESTATE OF TRUSTEES. 427 him absolutely by the fact of marriage, unless it be otherwise ex- pressly provided ; and if it consist of chattels real, the husband's legal interest in them will be subject to the title of the wife by survi- vorship. Where the trust property is real estate of inheritance, the husband will take either an estate by curtesy, if he have had inheri- table issue, or otherwise a bare estate during the life of his wife jointly with her.' It has been already stated, that the husband of a feme trustee is a trustee within Sir E. Sugden's act, 1 Will. IV. c. 60.(/) As the husband will be liable personally for any breach of trust committed by his wife,(^) it must follow as a necessary consequence that she cannot act in the administration of the trust without his con- currence or consent.^ The same principle, which prevents a surviving trustee or the de- visee or heir of a sole trustee from exercising discretionary powers, which are given only to the original ixustQQ personally, will also apply a fortiori to restrain the husband of a feme trustee from exercising any such power, where he is not expressly authorized to do so. Where the/eme trustee has once accepted the trust, it would also seem that the husband cannot by means of a disclaimer avoid the estate cast upon him by the law : and this doctrine depends on the same reasoning which prevents the heir of a trustee from making a valid disclaimer, if his ancestor had accepted the trust in his lifetime. If the feme have not accepted the trust, there can be no reason why she and her husband may not execute a valid deed of disclaimer of real estate duly acknowledged by her. Where the trust is of per- sonal estate a disclaimer by the husband would of course operate upon the whole legal interest. There has been already occasion to observe, that the property, vested in a trader as trustee, does not devolve to his assignees upon his bankruptcy, and the bankrupt will therefore retain his character of trustee, until another be appointed on application in his place. (A) We have also seen, that upon the refusal or renunciation of one of several trustees, his estate, and whole interest, with the powers an- nexed to it, will devolve upon those who accept the office.(t) (/) Moore D.Vinten, 10 Law Joum. 459. See Redwood v. Reddick, 4 N. S., Ghano. 345; 12 Sim. 161; S. C. Munf. 222.] p. 300, preceding chapter. (Ji) Ante, Ch. Ill, and post, p. 530, (g-) See Palmer v. Wakefield, 3 Beav. Bankruptcy. [Bunce v. Vandergrift, 8 227. [Even before marriage, so far as Paige, 37.] assets; Moon ». Henderson, 4 Desaus. (i) Ante, Pt. I. Dir. IV. Ch. II. Sect. 3, p. 225. ' In Chew v. Comm. of Sonthwark, 5 Rawle, 160, it was held, that a mere naked seisin of the freehold by the wife, as trustee, would not support a tenancy by the curtesy, though she had also a beneficial interest in the reversion. ^Carrol v. Connett, 2 J. J. Marsh. 195; Elliott v. Lewis, 3 Edw. Ch. 40. [*305] *PAET III. OF THE DISCHARGE OP THE OFFICE OF TRUSTEE. DIYISION I. OF THE POWERS AND DUTIES OF TRUSTEES. CHAPTER I. OF THE POWERS AND DUTIES OP CO-TRUSTEES, AS BETWEEN EACH OTHER. Of the necessity for the Con- II. Of the Liability op one CURRENCE OF ALL THE TrTJS- TRUSTEE FOR THE ACTS OF THE TEES [305]. OTHERS [309]. I.— WHERE THE CONCURRENCE OF ALL THE TRUSTEES IS REQUISITE IN ACTS FOR THE ADMINISTRATION OF THE TRUST. Trustees have all equal power, interest, and authority, with re- spect to the trust estate. — As a general rule, therefore, they cannot act separately, but they must all join in any sale, lease, or other dis- position, of the trust property, and also in receipts for money, pay- able to them in respect of their office, (a)* And in this respect they (a) Crewe v. Dicken, 4 Ves. 97 ; Chambers v. Minchin, 7 Ves. 198 ; Ex Fellows V. Mitchell, 1 P. Wms. 83 ; S. parte Rigby, 19 Ves. 463 ; 2 Fonbl. Eq. C. 2 Vern. 516 ; Churchill t). Lady Hob- B. 2, ch. 7, sec. 5; 1 Cruis. Dig. Tit. 12, son, id. 241; Leigh v. Barry, 3 Atk. ch. 4. sec. 39. 584; Belchier v. Parsons, Ambl. 219; ' Vandever's Appeal, 8 W. & S. 405 ; Latrobe v. Tieman, 2 Mary. Ch. Deo. 480; Ridgely v. Johnson, 11 Barb. S. C. 527; Sinclair t). Jackson,^8 Cow. 544; Franklin v. Osgood, 14 John. 560 ; Hill v. Josselyn, 13 Sm. & M. 597 ; Cox v. Walker, 26 Maine 504. It was said, in Vandever's Appeal, however, that there might be a case of necessity, in which the concurrence of a co-trustee would be WHERE CONCUREENCE IS REQUISITE. 429 differ materially from executors, vrho have a joint and entire autho- rity, and any one of whom may effectually bind, or dispose of, the assets by his own individual act.(6) The principle of law, as applied to the case of trustees, as well as other persons, holding as joint-tenants, is, that every act done by one of them for the benefit of the whole, shall bind the others, but not those acts, which might tend to their prejudice.{c) On this prin- ciple one trustee alone could not have signed the certificate of a bankrupt in respect of debt due to him and his co-trustee, (cZ) accord- ing to the Bankrupt *Law previously to the recent act.(e) p^q/^f^-I And so where there are three joint trustees of an estate, a, '- -^ notice to quit, given to a tenant by two of them only, is bad, even though the name of the third be joined in the notice, and he afterwards adopt it, and join in the demise in ejectment.(/) The reason is, that these acts need not necessarily have been for the benefit of the others. If, however, one of several trustees be duly authorized by the others to act as their agent, the legal maxim of " quifacitper alium facit per se" applies ; and any act of the agent alone, which does not exceed his authority, will be binding on the others.(^) But where the act is for the benefit of the estate, the act of one will be binding on all. — And on this ground the entry or re-entry of one of several joint trustees of an estate, — or the grant of livery of seisin, — or a surrender by a lessee, — to one of them, will enure for the benefit of all. (7i) And so the possession or seisin of one or more of several joint trustees operates as the possession of the others. And the Statutes of Limitation will not begin to run against the cestui que trusts as (6) Touchst. 484;Bac.Abr. (Exors.) (/) Right d. Fisher v. CutheU, 5 C. 1; Wentw. Off. Ex. 206, 14th ed.; East, 491. 2 Wms. Exors. 620. [See post, 309, (g) Ex parte Rigby, 19 Ves. 343 ; note.] and see Goodlitle d. King v. Woodward, (e) Rudd V. Tucker, Cro. Eliz. 803. 3 B. & Aid. 689 ; Handbury v. Kirkland, (c() Ex parte Rigby, 19 Ves. 463. 3 Sira. 265; 1 East, 568; 1 B. & Aid. [See Vandever's Appeal, 8 W. & S. 85. [See Sinclair u. Jackson, 8 Cow. 405.] 543.] (e) 5& 6 Vict. c. 122, see s. 39. (A) 1 Inst. 49, b.; id. 192, a.; 6 Mod. 44; 2 Cruis. Dig. Tit. 18, ch. 1, s. 60, 1. presumed. In Ridgely v. Johnson, 11 Barb. S. C. 527, it was held that where there is one deed in the name of three trustees, but executed by only two, the burden of proof is on the purchaser to show that the third was dead at the time of execution. But a payment by a mortgagor to one of two trustees, as- signees of the original mortgagee is good. Bower v. Seeger, 8 W. & S. 222. Where a lease is granted by one only of several trustees it will not, as in the ordinary case of joint tenants, be' operative to convey his own moiety. Sinclair v. Jackson, 8 Cowen, 544. 430 ■WHERE THE CONCUERBNCE OF ALL long as one of the trustees is in possession, (i) The alteration of the law on this point by the statute 3 & 4 Will. IV. c. 27, affects those joint-tenants only, who have the beneficial as well as the legal own- ership.— rThe 12th section of that act provides, that where one or more of several joint-tenants shall have been in possession of the entirety, or more than his proper share of an estate, for his own benefit, or for the benefit of any person other than the persons enti- tled to the other shares, such possession shall not be the possession of the other joint-tenants. This enactment, therefore, cannot apply to the possession of one of several co-trustees, who, if they hold as joint-tenants, must all hold for the joint benefit of the same cestui que trusts. An acknowledgment of a debt by one of several joint trustees will not take it out of the Statute of Limitations, as regards the others ;(A) but part payment made by one will revive the remedy against them all.(0 It has been decided, that notice of a charge or incumbrance on the trust estate, given to one of several co-trustees, is sufiBcient to perfect the equitable title of the incumbrancer. (m) And it is imma- terial, that the incumbrancer is himself the trustee, who thus re- ceives the notice for his own benefit.(w) However, the effect of such a notice only continues as long as the party to whom it is given continues to hold the ofiice of trustee ; and after his death, or retire- r^QftTi '^^°*» ^ subsequent incumbrancer *may gaina preference, by L -■ giving notice to the then existing trustees ; if in the mean time they have received no notice of the first charge.(o) No case has arisen in which a notice to one of several trustees has been held to bind the others, so as to render those who have not re- ceived notice personally liable to the incumbrancer for any subse- quent disposition of the trust estate by them ; and it appears diffi- cult to contend successfully, that a notice so limited should have such an operation. It is, therefore, for many reasons, advisable that no- tice of an equitable incumbrance, &c., should in every case be given to all the trustees. A trustee who has disclaimed or renounced — or upon the same (i) Att.-Gen. v. Flint, Vice-Chancel- see re Raikes, 4 D. & Ch. 412; Ex lor Wigram, [4 Hare, 147.] parte Vauxhall Bridge Company, 1 Gl- (k) See 9 Geo. IV. c. 14, s. 1 ; Chitty, & J. 106 ; Duncan v. Chamberlaine, 11 Contr. 640, 50. Sim. 123. [ But see Martin u Sedgwick, [I) Whitecomb v. Whiting, Dougl. 9Beav.333;HoltiJ.DeweIl,4Haie,446.] 652; Burleigh v. Stott, 8 B. & Cr. 36; (n) Smith v. Smith, 2 Cr. & Mees. Pease v. Hurst, 10 B. & Cr. 122; Per- 232]; see re Raikes, 4 D. & Ch. 412; ham V. Raynall, 2 Bingh. 306. Duncan v. Chamberlaine, 11 Sim. 123. (m) Smith v. Smith, 2 Cr. & Mees. (o) Timson v. Ramsbottom, 2 Keen, 232; Meux v. Bell, 1 Hate, 73; and 35; Meux i;. Bell, 1 Hare, 97. THE TEUSTEES IS REQUISITE. 431 principle, one who has been duly discharged under the power con- tained in the trust instrument, or by a decree of the court — need not join in any sale or other disposition of the estate, or in receipts for the trust moneys. (p) And it is immaterial that those acts are directed to be performed by the particular trustees by name ; for a gift to several individuals nominatim upon trusts is a gift to those only who accept the trust ; and they consequently take full power to perform all ministerial acts consequent upon the ofl5ce.(5') But a trustee, who has once acted or accepted the trust, and has not been properly discharged from it, must join with the other trus- tees in the receipts to purchasers or other persons, requiring a dis- charge for the payment of trust money ; and it is immaterial that he has parted with the possession of the legal estate, (r) And it is on this principle, that a person, who executed a release of the estate, devised to him as a trustee, instead of making a simple disclaimer, has been held to be a necessary party to a receipt to a purchaser.(8) Where, however, a mere discretionary power, or one simply col- lateral, has been given to several persons expressly hy name, and to them only ; all the individuals named must join in exercising it ; and any act by those only, who have accepted the trust, will not be a valid execution of the power.(<) But it is otherwise where the power is not strictly personal, but is annexed to the office of trustee.(M) In ordinary cases of private trust there does not appear to be any established rule, according to which the decision or opinion of the majority in number of the trustees would be binding on the dissen- tient minority. The principle that all co-trustees have equal power and authority would seem to be directly at variance with the existence of any such rule. All the trustees are of course bound to concur in every ministerial act requisite for the discharge of the trust ; and those who should refuse to do so without sujBScient reason, would be compelled to act by the court, whose decree would also visit the offending trustees with the costs occasioned by their conduct.(a;) But where the act is a matter of pure personal *discretion, we shall see presently, r-^nr^r.-. that the court cannot in general interfere to control a trustee L ^ (p) Flanders ». Clark, 1 Ves. 9; Smith quaere? and see Lord Braybroke v. In- V. Wheeler, 1 Ventr. 128: Hawkins v. skip, 8 Ves. 417. Kemp. 3 East, 410; Adams u. Taunton, («)Crewev.Dicken, 4Ves. 97; Small 5 Mad. 435; Worthington v. Evans, 1 v. Marwood, 9 B. & Cr. 307. S. & St. 165. [See ante, 226, post, 473. (t) See 1 Sugd. Pow. 138; et post, In Worthington v. Evans, the trustee Chap. [Powers, p. 471,485.] had never acted:] („) Worthington v. Evans, 1 S. & St. (5) Adams v. Taunton, 5 Mad. 435, 8. 165; Clarke v. Parker, 19 Ves. 19. (r) 2 Sugd. V. & P. 50, 9th ed. ; the (x) Vide post, p. 545, [Suits against case of Hardwick v. Mynd, 1 Anstr. Trustees] and [Costs,] p. 551. 109, is of a contrary tendency, sed 432 WHERE CONCUEEBNCE IS REQUISITE. in the bona fide exercise of his discretion ; and there seems to be no remedy against one or more of several co-trustees, who without any corrupt motive refuse to concur with their co-trustees in any discre- tionary act.(«/) The proof of fraudulent or improper conduct would of course give the court jurisdiction. (s) However, in cases of charitable and public trusts, where the num- ber of trustees is usually greater, the decisions of the majority will be binding on the rest ; for otherwise, it would be in the power of one dissenting trustee to embarrass and possibly disappoint the working and object of the trust. (a) It is almost needless to add, that if the trust instrument contain express directions for the administration of the trust according to the decision of the majority of the trustees, the dissentient minority will be compelled to give effect to the decision of the majority. For instance, where an advowson is vested in trustees, in trust to prevent the person whom the majority approve of, those trustees, who voted for an unsuccessful candidate, must join in the presentation of the one' chosen by the majority.(J) One of several trustees cannot prove a debt, due from a bankrupt to the trust estate, without an order of the court ; although one of several executors may so prove without any order.(c) One of two or more executors, or trustees, may apply for the tax- ation of a bill of costs, which had been paid by the other.(d) At law, any one of several joint-tenants has the power to receive and give discharges for the whole of the rents and income arising from the property.' Therefore, one of several co-trustees of stock in the public funds may receive the dividends on the whole sum ;(e) for the bank looks only to the legal title.(/) And the rule is the same as to the dividends on shares and other similar payments. And so the rents of a trust estate may be paid to, and received by, one or more of several trustees.((7) Although it would be different, if the tenants had received notice not to pay their rents except upon the receipt of all the trustees. (t/) Clark V. Parker, 19 Ves. 1 ; over- (6) Att.-Gen. v. Cuming, 2 N. C. C. ruling Harvey ■». Hasten, 1 Atk. 375; 139. vide post, 485, [Discretionary Powers] ; (c) Ex parte Smith, 1 Deao. 385, and the court will eometimes act in such a M. & A. 586 ; Ex parte Phillips, 2 Deao. case, seeTomliut). Hatfield, 12 Sim. 167. 334. (z) Ibid. (d) Hazard v. Lane, 3 Mer. 285; see (a) Att.-Gen. ■«. Scott, 1 Ves. 413; Lockhart t). Hardy, 4 Beav. 224. Wilson V. Dennisoh, Arabl. 82 ; Wil- (e) Williams v. Nixon, 2 Beav. 472. kinson v. Malin, 2 Tyr. 544 ; Att.-Gen. (/) See Williams v. Nixon, 2 Beav. V. Shearman, 2 Beav. 104; Att.-Gen. v. 472. [But see note ante, p. 174.] Cuming, 2 N. C. C. 139. (g-) Townley v. Sherborne, Bridg. 35. ' See Husband v. Davis, 4 Engl. L. & Eq. 342 ; 10 C. B. 645. OF THE LIABILITY OF ONE TRUSTEE, ETC. 433 Where an account at a banker's is opened in the name of two or more trustees, it is in their power to require that the cheques should be signed by all or any one or more of their number. However, we shall presently see that a trustee would be held personally liable for any loss, if he diminished the security of the trust fund by placing it in the exclusive power of any one or more of his colleagues.(A) In strictness, therefore, it is the duty of trustees to require, that the cheque should bear the joint signature of all the trustees. Where there are several trustees, however, this *might be regarded r^qrvq-i as a matter of extreme and over caution, which would more- ^ -^ over be productive of much inconvenience in the working of the trust. And most trustees would probably be satisfied with requiring the signature of two or three of their number only. 11.— OF THE LIABILITr OP A TRUSTEE FOR THE ACTS OP HIS CO-TRUSTEES. Where more than one trustee is appointed, and all have accepted the trust, it is the duty of each one to protect the trust property from the acts of his colleagues. And if through the neglect of this duty, any one or more of 'the trustees have been enabled to misap- propriate, or otherwise occasion any loss to, . the trust estate, the others, as a general rule, will be personally answerable to the cestui que trusts for the amount of the loss ; although they had not been actively engaged in, or benefited by, the breach of trust.* (h) See next sect, and Walker -y. Symonds, 3 Sw. 1, 58; Clough v. Bond, 3 M. & Cr. 490. ' The liability of co-trustees and executors for each other's acts, does not appear to have been always as rigorously enforced in the United States, as the later English authorities stated in the text would justify. Judge Story, in his Commentaries on Equity Jurisprudence (§ 1280), uses the following language: " The general rule is, that they are responsible only for their own acts, and not for the acts of each other, unless they have made some agreement, by which they have expressly agreed to be bound for each other, or they have by their voluntary co-operation or connivance, enabled one or more to accomplish some known object in violation of the trust." The rule in these words was adopted and acted on in Taylor v. Roberts, 3 Alab. 86; State v. Gutlford, 18 Ohio, 509; Latrobe v. Tiernan, 2 Maryl. Ch. 480. And; to the same effect, see Taylor v. Bonham, 5 How. U. S. 233; Worth v. McAden, 1 Dev. & Batt. Eq. 199; Boyd v. Boyd, 3 Grattan, 114; Glenn v. McKim, 3 Gill. 366; Stell's Appeal, 10 Barr, 149; Banks V. Wilkes, 3 Sandf. Ch. 99. As, in the case of trustees and guardians, a joinder in receipts and discharges, in the course of the execution of the trust, is a necessary act, such joinder, though prima fade evidence of the receipt of the money by all, is open to explanation; and those only into whose actual posses- sion or control the money has come, will be held re.sponsible for its subsequent misapplication. Jones' Appeal, 8 W. & S. 147 ; Wallis v. Thornton, 2 Brock, 434 ; Monell V. Monell, 5 Johns. Ch. 283; Sterrett's Appeal, 2 Penn.Kep.419; Deade- 28 434 OP THE LIABILITY OF ONE TRUSTEE For instance, if a trustee stand by and suffer his co-trustee to retain the exclusive possession of the trust funds, and they are lost rich V. Cantrell, 10 Yerg. 264; Kip v. Denniston, 4 Johns. Rep. 23. In Monelb, Monell, 5 J. C. R. 263, it was ruled, however, that this presumption from joinder in receipts could not be rebutted by the defendant's answer alone {accord MoCubbin v. Cromwell, 7 G. & J. 157), and its effect was treated as more con- clusive than other cases and the subsequent decision of Manahati v. Gibbons, 19 Johns. 427, seem to warrant. (See American Note to Townley v. Sherburne, 2 Lead. Ca. Eq. pt. ii. p. 307, 1st ed.) With regard to executors whose concur- rence in acts relating to the estate is not necessary, a different rule exists; audit has been said to amount to an agreement on the part of each to be answerable for the credit of the others. Johnson v. Johnson, 2 Hill's Eq. 290; Jones' Ap- peal, 8 W. & S. 147 ; Monell v. Monell, 5 J. C. R. 288; see Manahan v. Gibbons, 19 Johns. 427. But in Stell's Appeal, 10 Barr, 152, it was considered that this distinction between executors and other trustees has been broken down, andthat no intent to be jointly chargeable is deducible from the mere fact of joining in a receipt. Ochiltree v. Wright, 1 Dev. & Batt. Eq. 336; McNair's App., 4 Rawle, 155; accord. Wherever it is necessary and convenient for the purposes of the trust, that a part or all of the business thereof should be committed to the charge of one or more of the co-trustees, the others, not cognizant of or concurring in any way, in a misapplication of the funds, will not be held liable. Jones' App., 8 W. & S. 147; State v. Guilford, 18 Ohio, 593; Deaderich v. Cantrell, 10 Yerg. 264; but see contra. McCubbin v. Cromwell, 7 G. & J. 168. But if the acting trustee is known to be a person unfitted for the management of the trust, or is suffering under pecuniary embarrassment, the co-trustees will be responsible, if they permit money to be received by him, or to remain in his hands. Evans', Estate, 2 Ashm. 470 ; Ringgold v. Ringgold, 1H.& G. 11; State t).Guilford,150hio, 593; 11 S.&R.71. Mereslightsuspicions, however, are not sufficient to require the non-acting trustees to interfere. Jones' App., 8 W. & S. 147. A trustee who has actually received money or securities, and pays or assigns them to his colleague without necessity, becomes thereby responsible. Mumfordi;. Murray, 6 J. C. E. 1; Monell V. Monell, 5 J. C. R. 283 ; Clark v. Clark, 8 Paige, 153; Glenn v. McKim, 3 Gill, 366; Evans' Estate, 2 Ashm. 470; Graham v. Davidson, 2 Dev. & Batt, Eq. 1 55 ; Ringgold v. Ringgold, 1 Harr. & Gill, 1 1 ; Graham u. Austin, 2 Gratt. 273, So even in the case of executors who are, as has been observed, prima facie re- sponsible only for their own acts. Mesick v. Mesick, 7 Barb. S. C. 120; Edmonds V. Cranshaw, 14 Pet. 166; Worth v. McAden, 1 Dev. & Batt. Eq. 199 ; Johnson!). Johnson, 2 Hill's Eq. 277 ; Sterrett's App,, 2 Penn. R. 419. With regard to the effect of a .joinder in sales, &c., of the trust property, the authorities are not per- fectly agreed. From Spencer v. Spencer, 11 Paige, 299; McCubbin «. Cromwell, 7 Gill & Johns, 157 y Ringgold v. Ringgold, 1 Harr. & Gill, 1 1 ; Deaderich v. Can- trell, 10 Yerg, 263; Wallis v. Thornton, 2 Brockenb, 434; Hauser «, Lehman, 2 Ired, Eq, 594, it appears that all are responsible for the collection and investment of the proceeds, though but one actually receives; but in Kip i), Denniston, 4 Johns. R, 23, it was held that the receipt in a deed by two trustees for the pur- chase-money, would not make the one who did not receive liable ; and see Jones' App., 8 W. & S, 347; Am, Notes to Townley v. Sherburne, 2 Lead, Ca, Eq. 306, So in Boyd v. Boyd, 3 Gratt, 114, it was held that where several executors and trustees joined in a sale necessary to the purposes of the trust, but the proceeds of the sale were received by one who was a man of fair character and apparently ample fortune, but who subsequently turned out insolvent, the others would only be liable in case of fraud, which must be distinctly and conclusively proved. Where a proper investment has been once made, however, the responsibility of FOR THE ACTS OP THE OTHERS. 435 or wasted by the co-trustee, the non-acting trustee will be decreed personally to make good the loss ; for it was his duty to have inter- fered and protected the fund from the misapplication ; and by his acquiescence he was directly accessory to the loss.(i) However, this knowledge and acquiescence must be proved against the trustee.(^) In Booth V. Booth, (?) a testator bequeathed his personal estate to his partner and to B. in trust, to invest for the benefit of his wife and children. B., together with his co-trustee, the surviving partner, proved the will, and thus accepted the trust, but he did not actively interfere ; the other and sole acting trustee, with B.'s hnc^ledge and acquiescence, retained the testator's money in the trade for several years, instead of investing it, as directed by the will. Upon the failure of the business, the trust fund was lost, and it was held by Lord Langdale, M. R., that both the trustees were equally respon- sible for the loss.(?) In Lincoln v. Wright, (m) the testator gave the residue of his estate to trustees, to be invested for the benefit of his daughter and her children. Two of the executors and trustees suffered the ascer- tained residue to remain in the hands of their co-trustee, and they were decreed to make good the loss, which was occasioned by his bankruptcy.(wi) It is still more evident, that if a trustee connive at a breach of trust committed by his co-trustee, or use any artifice to conceal it from (i) Williams v. Nixon, 2 Beav. 475. 370 ; Fulton v. Gilmour, RoUsj 15th Fe- (A) Williams v. Nixon, ib. bruary, 1845, MS. [On another point, {l) Booth t). Booth, 1 Beav. 125. 8 Beav. 159; see Estate of Evans, 2 (m) Lincoln v. Wright, 4 Beav. 427; Ashm. 470; Pirn v. Downing, 11 S. & and see James v. Frearson, 1 N. C. C. R. 71.] the non-acting trustees ceases. Glenn v. McKim, 3 Gill, 366. Where a trustee has renounced, it is i) that there was a later case, where the trustee had joined with the first remain- derman in tail in suffering a recovery against the consent of the father, the tenant for life, and it had been held to be no breach of trust; but Lord Eldon observed in Moody v. Walters, that he had not been able to find the case alluded to.(o) *Where there are no circumstances rendering the exe- r*3221 ■ l " -^ cution of the new conveyance by the trustees either necessary' or advantageous to the estate, the court has repeatedly refused to compel them to join in destroying the remainders over. It has been said, that trustees of this description are honorary trustees; and where there is no violation of trust, the court will be reluctant to interfere, so as to take away their discretion, (p) Thus, in a case where an estate was limited by a marriage settle- ment to the husband and wife for their lives, with remainder to trus- tees to preserve, with remainder to their first and other sons in tail; and there was no issue of the marriage after twelve years ; the hus- band and wife filed a bill to compel the trustees to join in a sale for Q) Piatt V. Sprigg, 2 Vern. 303. (o) 16 Ves. 305, 6. (to) Frewia v. Charlton, 1 Eq. Ca. ( p) Woodhouse v. Hoskins, 1 Atk. Abr. 386; Winnington v. Foley, IP. 24; Barnard v. Large, 1 Bro.C. C. 535: Wms. 636. ' S. C. Ambl. 775; Biscoe v. Perkins, 1 (n) 1 P. Wms. 537, V. & B. 492. / CONTINGENT EEMAINDERS. 451 the payment of the debts, but the Lord Keeper refused to make the decree, (g-) In this case it will be observed that no person entitled in remain- der had come into esse ; but even where the first remainderman in tail has come of age, the court has refused to direct the trustees to join with him and the tenant for life in executing a conveyance bar- ring the remainders over ; though the object of the new conveyance was to resettle the estate in a different manner.(r) Still less will it compel the trustees to join in such a conveyance, for the purpose of giving effect to a sale or other disposition by the tenant for life and the remainderman in tail, where that sale or disposition is totally at variance with, and destructive of, the purposes contemplated by the orginal settlement, (s) Upon the whole, the authorities leave the question, as to the pro- priety or impropriety of trustees joining in the destruction of the contingent remainders, in a very unsatisfactory state. It is clear, that wherever the court would compel the trustees so to join, it will be no breach of trust on their part to act, without waiting for the sanction of the court : this, however, as a practical rule for the guidance of trustees, is of very little use; for the difficulty remains to determine in what cases trustees will or will not be directed to join, a question, which Lord Eldon admitted, it was beyond his abili- ties to determine from the different cases on the subject.(*) However, it is equally clear from the decisions, that there may be cases where the trustees may join without any breach of trust, al- though the court will not compel them to do so : and wherever the arrangement, to which their concurrence is required, is, from the circumstances of the family, fair and reasonable, and one, to which in the proper exercise of their discretion they ought to accede, the trustees may safely be advised to join in giving effect to it.(M) But the trustees, even in such a case, will be perfectly justified in refusing to join, except under the direction of the court; and unless in the clearest cases, this is certainly the most prudent course for them to adopt, remembering the words of Lord Harcourt in Pye v. Gorge,(a;) *" That it would be a dangerous experiment for trustees in any case to destroy remainders, which they were •- J appointed by the settlement to preserve."(z/) It may be observed, that previously to the Fines and Recoveries (9) Daviesu. Weld, 1 Vera. 181; S. («) In Biscoe v. Perkins, 1 V. & B. C, 1 Eq. Ca. Abr. 386. 491, 2. (r) Barnard v. Large, 1 Bro. C. C. (m) Lord Lausdown's case, cited by 534: S. C. Ambl. 773. • Lord Eldon, 16 Ves. 310. (s) Townsend v. Lawton, 2 P. Wms. {x) 1 P. Wms. 128. 379; Symance v. Tatham, 1 Atk. 613; \y) Moody v. Walters, 16 Ves. 310, Woodhouse v. Hoskins, 3 Atk. 22. 11 ; Biscoe v. Perkins, 1 V. & B. 491. 452 OF TEUSTEES TO PRESERVE, ETC. Aot{z) the concurrence of the trustees in a recovery for barring the subsequent contingent and other remainders, and since that act their consent to a conveyance as protectors of a settlement, is necessary, only where they take the first estate of freehold ; and this is usually the case, where a, chattel interest for a term of years determinable on his life is limited to the beneficial tenant for life. Where the tenant for life has an estate of freehold, he and the first remainderman in tail, on coming of age, may effectually bar all the subsequent remain- ders over without any co-operation on the part of the trustees. And so, when the estate tail takes effect in possession by the death of the tenant for life, the tenant in tail alone will be competent to defeat the subsequent remainders, and acquire the fee. It is not probable, that any question, as to the necessity of the concurrence of the trustees in these cases, will often arise in future : for the 22d section of the Fines and Recoveries Act(a) provides that the owner of the first existing estate under a settlement (though only an estate for years determinable on lives), shall be the protector of the settlement : and by the 34th section the consent of the protector only is required to give validity to an absolute disposition by the remainderman in tail. The 27th and 29th sections together provide that no bare trustee shall be protector of any settlement, except where the settlement was made on or before the 31st of December, 1833. The destruction of the remainders, before any persons entitled in remainder have come into existence, is clearly a breach of trust: and such a course cannot safely be adopted by the trustees in any case, except under the direction of the court. (6) It is the duty of trustees to preserve contingent remainders to protect the estate from injury committed by the tenant for life.(fi) And they will be guilty of a neglect of duty, if they permit a tenant , for life, liable to impeachment for waste, or a tenant pur autre vie, who by the nature of his estate is liable for waste, to destroy tim- ber.(c?) Neither ought such trustees to permit the tenant for life or years to destroy his estate for the purpose of bringing forward a remainder to himself or another for the purpose of cutting tim- ber.(e) And, to enable them to discharge this duty, the trustees may have an injunction against the tenant for life, to restrain the commission of the waste before the contingent remainderman comes into 'esse.{f) {z) 3 & 4 Will. IV. c. 74. (d) Stansfield v. Habergham, 10 Ves. (a) Ibid. 282; Garth v. Cotton, 1 Dick. 183; 1 (6) Davies v. Weld, 1 Vern. 181; Ves. 524, 46; 3 Atk. 751 ; 1 Mad. Ch. Pye V. Gorge, 1 P. Wms. 128; Mansell Pr. 622. V. Mansell, 2 P. Wms. 678; Moody v. (e) 10 Ves. 278. Waller, 16 Ves. 302. (/) Garth v. Cotton, 3 Atk. 754. (c) Barnard v. Large, 1 Bro. C. C. 535; Ambl.774. OF TRUSTEES OF ATTENDANT TERMS OF YEARS. 453 If the trustees consent to the commission of the waste, and bind themselves not to sue for an injunction, they will be personally liable for the value. (^) But this liability will not exist, if they have not acted in the trust, or have no notice of the waste. (A) *In the case of copyholds, the lord's estate will suffice to 1-^094.1 support the contingent remainders, without any express ap- '- -' pointment of trustees for that purpose. But it does not appear to be the duty of the lord (though a trustee by legal construction), to interpose actively to prevent waste.(i) The recent act of 7 & 8 Vict. c. 76, has made a very important alteration in the law affecting contingent remainders. The 8th sec- tion enacts, that after that act comes into operation (from the 31st of December, 1844), no estate in land shall be created by way of con- tingent remainder, but every estate, which before that time would have taken effect as a contingent remainder, shall take effect (if in a will or codicil) as an executory devise, and (if in a deed) as an exe- cutory estate of the same nature and having the same properties as an executory devise: and contingent remainders existing under deeds, wills, or instruments, executed or made before the time when that act comes into operation, shall not fail or be destroyed or barred merely by reason of the destruction or merger of any preceding estate, or its determination by any other means than the natural effluxion of time, or some event on which it was in its creation limited to determine.' The effect of this enactment is to do away with the necessity of creating trustees for the preservation of contingent remainders for the future ; as well as to remove the probability of any question arising hereafter, as to the duties or powers of the trustees already created for that purpose. It is to be observed, that the 13th sec- tion declares, that the act shall not extend to any estate, right, or interest created before the 1st of January, 1845, except so far as regards the provisions as to existing contingent remainders. III. — OF TRUSTEES OF ATTENDANT TERMS OF TEARS. Where a term of years is created by deed or will, either by way of mortgage, or for securing jointures, or portions, or any other par- ticular purpose, and there is no proviso for its cesser or determina- tion, upon the satisfaction of the trusts, the term, upon the accom- (g-) 3 Atk. 754. (i) Stansfield v. Habergham, 10 Ves. (A; Ibid. 282. ' This act is repealed by the 8 & 9 Vict. c. 106, sect. 1, so far as it destroyed contingent remainders. 454 OF TKTJSTEES OF ATTENDANT TEEMS OF TEARS. plishment of the particular purpose, will in general remain vested in the termor as a trustee for the owner of the inheritance : and it is then technically known as an attendant term, in contradistinction to a term in gross. (A)' A term may become attendant, either by an express declaration, or by the construction of law ; the powers and duties of the trustee of the term are the same in either case.(Z) It has been long established, that wherever the title to the in- heritance, and the term of years, is so situated, that the whole legal interest in the one, and the whole equitable interest in the other, are vested in the same person, so that if they were both legal estates the term would merge, *then the term will in equity become at- L J tendant on the inheritance, although there may be no express declaration to that effect, (m) Therefore, where a purchaser of land took a conveyance of the fee to himself, and an assignment of an outstanding term of years to two persons in trust for him, but without declaring that the term was to attend, Lord Nottingham decided, that the trustees held the term for the benefit of the heir of the purchaser as the owner of the inheri- tance, and that his executrix, who laid claim to it as a chattel or term in gross, had no interest ;(n) and it is immaterial whether the term, or the legal fee, be vested in the trustee for the purchaser.(o) So, where a person entitled as mortgagee to a long term of years, which was vested in a trustee for him, purchased the inheritance, and devised the fee by a will not attested by three witnesses ; it was held, that the devisee should not take the trust of the term under the will, but that it went to the heir-at-law as attendant on and part of the inheritance.(^) And the law is the same, where the termor for years, subsequently to his will, contracts to purchase the inheritance, and dies before conveyance. The residuary legatees in that case will have no claim (i) Willoughby v. Willoughby, 1 T. Tit. 12, ch. 3, sect. 9 ; 1 Sugd. V. & P. R. 765 ; S. C. Ambl. 282 ; Besti;. Stam- 521, &c., 9th ed. fold, 1 Salk. 154; S. C. 1 P. Wms. 374; (m) Capel v. Girdler, 9 Ves. 510; Prec. Chan. 252 ; 2 Vein. 520; Wynch Kelly v. Power, 2 Ball. & B. 253. V. Packington, 2 Eq. Ca. Abr. 507 ; S. (n) Tiffin v. Tiffin, 1 Vera. 1; S. C. 2 C. 1 Bro. C. C. 90, cited; Hayter t). Eq. Ca. Abr. 241; 2 Chan. Ca. 55. Rod, 1 P. Wms. 373; Maundrell v. (o) Langton'sCase, 2 Chan.Ca. 156; Maundrell, 10 Ves. 259; 2 Fonbl. Eq. Dowse v. Percival, I Vera. 104. B. 2, Ch. 4, Sect. 4, 5; Co. Litt. 290, b. (p) Witchurch v. Witchuroh, 2 P. Butl. note, XV. Wms. 236 ; Goodright v. Shales, 2 Wils. {I) Cholmondeley v. Clinton, 1 Sugd. 239. V. & P. 506, 7, 9th ed. ; 1 Cruis. Dig. ' These terms are now abolished in England ; see ante, p. 253, and notes. OF TRUSTEES OF ATTENDANT TEBMS OF YEARS. 455 to the legal term, which will in equity belong to the heir, as atten- dant upon his equitable title to the inheritance. (§') And where a testator devised an estate to trustees for a term of ninety-nine years, but declared no trust of the term, and went on to devise the estate to persons for life with remainders over ; it was held, that there wis no resulting trust of the term, but that it at- tended the inheritance, (r) So, where a term is carved out of the inheritance for any particu- lar purpose, when that purpose is satisfied, the term becomes atten- dant on the inheritance without any express declaration : and this is in accordance with the maxim of equity, that '• that should have the satisfaction which has sustained the loss."(s) And this doctrine will hold good, whatever may have been the purpose which the term was destined to answer ; whether to secure a mortgage debt — or any pe- cuniary charge for a wife or children — or to carry out any other temporary arrangement. (i) Therefore, where the owner of the inheritance, though only tenant in tail,(M) pays off a charge, secured by a term of years, it will be presumed, in the absence of a declaration to the contrary, that he acted for the benefit of the inheritance, and the term will become attendant, (a;) But it is otherwise where the incumbrance is dis- charged by a tenant for life,(5f) *or tenant in tail in remain- der.(2) Although if the tenant for life, or a tenant for any L ^^°] other partial estate, pay off the charge, and afterwards acquire the inheritance, the charge, although kept on foot up to that time, will then merge, and the term will become attendant, (a) If there be any intermediate legal estate and beneficial interest between the term and the inheritance, the term will not be attendant, but will remain in gross ; for in that case it would not merge, if vested in the owner of the legal inheritance. For instance, where the trustee of an outstanding term granted a derivative lease of it to a trustee for the purchaser, reserving a nominal reversion of eleven (q) Capel v. Girdler, 9 Ves. 509; and 252; S. C. 2 Vern. 520; Maundrell v. see Cooke v. Cooke, 2 Atk. 67. Maundrell, 10 Ves. 270. (r) Sidney v. Miller, Coop. 206, and (u) Jones v. Morgan, 1 Bro. C. C. 206 ; 19 Ves. 352; Anon. 2 Ventr. 359; see St. Paul v. Lord Dudley and Ward, 15 Brown v. Jones, 1 Atk. 191. Ves. 173; Astley v. Milles, 1 Sim. 298 ; («) Francis Max., p. 21, 22 ; 2 Fonbl. Lord Selsea v. Lord Lake, 1 Beav. 146. Eq. B. 2, Ch. 4, Sect. 4, 5; 1 Cruis. Dig. {x) Ibid. Tit. 12, Ch. 3, Sect. 10; Co. Litt. 290, ^y) Wyndham v. Earl of Egermont, b. Butl. note, XV. Ambl. 753 ; Countess v. Earl of Shrews- (0 Bodmin v. Vandebendy, 2 Chan, bury, 1 Ves. jun. 227. Ca. 172; Gore v. Black, 2 Vern. 139, (») Wigsell v. Wigsell, 2 S. & St. 364. cited; Best v. Starapford. Preo. Chan. (o) Astley «. Milles, 1 Sim. 298; Lord Selsea v. Lord Lake, 1 Beav. 146. 466 OP TRUSTEES OF ATTENDANT TERMS OF TEARS. days, instead of assigning over the entire interest, the derivative term was held not to be attendant.(6) A term may be prevented from becoming attendant, although the beneficial title to it becomes vested in the owner of the inheritance, if in creating it there was an obvious intention that it should be sepa- rated from the inheritance, and held in gross.(c) And so a term, having become attendant, may be disannexed, and turned into a term in gross, by the act of the owner of the inheritance.(ci) Terms attendant on the inheritance are considered as absolutely annexed to it ; and the beneficial title to them follows all alienations of the inheritance, or any partial estate created out of it by deed, or will, or act of law.(e) The legal ownership of the term devolves, upon the death of the original trustee, in the usual course of representation, where it has not been previously assigned to a new trustee. But in all cases, the legal holder of the term will hold in trust for the person entitled for the time being to the inheritance, and will be bound to exercise his legal powers only according to his direction, or for his benefit.(/) It has been already seen, that as the legal estate is vested in the trustee of the term, any action at law respecting the title to the pro- perty can be tried only in his name.(^) And hence arises the se- curity to a purchaser by having an outstanding term vested in a trustee for him ; for if an ejectment be brought against him by any incumbrancer or other adverse claimant, and the origin of the adverse title be subsequent to the creation of the term, the plaintiff in such an action cannot recover during the continuance of the prior legal estate. (A) The duties of the trustee of an attendant term, therefore, are mainly to suffer his name to be used by the owner of the inheritance in any action at law respecting the title, and to assign or dispose of the term according to the requisitions of the same party. Where a person who lays claim to the inheritance, requires an assignment of an attendant term, which has not been expressly as- signed to a trustee for himself, the trustee of the term is of course entitled to clear *proof of the right of the party to have the L -J required assignment, and for that purpose to require the de- (6) Scottu.Fenhouillet, lBro.C.C.69. Litt. 290, b. Bull, note, XV.; 2 Fonbl. (c) Hayter v. Rodd, 1 P. Wms. 362; Eq. B. 2, Ch. 4, Sect. 4, 5; 1 Mad. see Nourse v. Yerworth, 3 Sw. 612. Chan. Prac. 636, 3d ed.; Earl of Buck- (d) Per Lord Hardwicke in Willough- inghamshire v. Hobart, 3 Sw. 201. by V. Willoughby, 1 T. R. 763; S. C. (/) 1 Sugd, V. & P. 519, 520, 9tli ed. Ambl. 283: Duke of Norfolk's case, 3 (g-) Ante, p. 274, and note. Chan. Ca. 46. [h) Co. Litt. 290, h. Bull, note, XV.; (e) Willoughby v. Willoughby, 1 T. 2 Fonbl. Eq. B. 2, Ch. 4, Sect. 4 ; 1 R. 763; Ambl. 282; Maundrell«. Maun- Mad. Chan. Prac. 636. drell, 7 Yes. 567, and 10 Ves. 246; Co. OF TRUSTEES OP ATTENDANT TERMS OP YEARS. 457 duction of his title from the person for whose benefit the term was last assigned to attend. And in the absence of such proof, the trus- tee would unquestionably be justified in refusing to make the assign- ment, except under the sanction of the court. («') This leads to the observation, that if the trustee of the term have notice of any disposition, or incumbrance, created by the owner of the inheritance, he cannot safely make any assignment of the term, or suifer any proceeding to be carried on in his name, to the prejudice of the party taking an interest under that disposition or incumbrance ; and Lord Eldon has intimated, that the trustee in such a case might be restrained by injunction from permitting his name to be used for such a purpose, (fc) If a trustee of a term refuse to assign it, when required by the party who is clearly entitled to the inheritance, he will be compelled to do so by the decree of the court -.{T) and if the refusal be unrea- sonable or proceed from any improper motive, the decree would be made against the trustee with costs. (m) A court of equity will not sufi'er the trustee of an attendant term to use his legal powers for the purpose of defeating or opposing the title of the owner of the inheritance ; and even the courts of law will lay hold of any circumstance in order to prevent so gross an injus- tice, and will presume the surrender of the term.[n) The other cases, in which the surrender of an attendant term may, or may not, be presumed, have already been considered at large in a previous chapter.(o) Where the trustee of a term marries a woman who has an estate of freehold in the property, the term will not by this means become merged in equity, whatever may be the case at law.(^) And in like manner, if an attendant term become vested in the wife of the owner of the inheritance, as administratrix of the previous trustee, there will be no merger ; nor will the wife thus acquire any right, which she would have had if the term had been vested, in a third person as trustee. (g) A trustee of a term, who is required to assign it, is unquestionably entitled to satisfy himself as to the right of the party requiring the assignment, by taking legal advice, and the costs and expenses thus incurred must be defrayed by the persons by whom the assignment is required. (j) Ante, Pt. II. Ch. IV. Sect. 1 ; and (n) Lade v. Holford, Bull. N. P. 110 ; see Goodson v. Ellison, 3 Russ. 583. Doe v. Staple, 2 T. R. 696 ; Doe v. (_k) Ex parte Knott, 11 Ves. 613; 1 Syborn, 7 T. R. 2; Goodtitle v. Jones, Sugd. V. & P. 520, 9th ed. id. 47 ; Bartlett v. Downes, 3 B. & Cr. (/) Mole V. Smith, Jac. 490. 616. (m) Willis «. Hiscox, 4 M. & Cr. 197; (o) Ante, p. 253, and notes, vide ante, page 271, &c., and post, (p) Thorn u. Newman, 3 Sw. 603. [Co.sts.] p. 551. (g) Mole V. Smith, Jac. 490. 458 OF TRUSTEES OF EXECUTOET TRUSTS. It may be observed, that where the trust term is in a different diocese from that in which the trustee is domiciled, a prerogative probate or administration will be requisite to enable his representa- tive to transfer the term.(r) [*328] *II.— OF TRUSTEES OF AN ESTATE CLOTHED WITH ACTIVE DUTIES. I. Of Trustees of Exeoutokt Trusts [328]. II. Op Trustees for the Payment of Debts [336]. III. Of Trustees for the Payment op Legacies [359]. IV. Of Trustees for Raising Por- tions [364]. V. Of Investment by Trustees [368]. VI. Op Trustees fob Tenant for"' Life [384]. VII. Of Trustees fob Infants [395.] VIII. Of Tbustees fob Mabried Women [405]. IX. Op Trustees op Freeholds [428]. X. Of Trustees of Copyholds [429]. XI. Of Trustees op Leaseholds [432]. XII. Op Trustees of Advowsons and Presentations to Benefices [439]. XIII. Op Trustees OP Stock oe Shares [445]. XIV. Of Trustees op Choses in Ac- tion [446]. XV. Op Trustees for Charitable or Public Purposes [449]. I. — OF TRUSTEES OF EXECUTORY TRUSTS. Where directions are given, for the execution of some future con- veyance or settlement of trust property, but the particular limita- tions are not fully or accurately specified, this is an executory trust, and in carrying such a trust into execution regard must be had to the general intention, rather than to the technical import of any particu- lar expressions used. (a) The distinction between trusts executed and executory, though questioned by Lord Hardwicke in an early case,(6) has been long firmly established as one of the settled doctrines of the court.' And (r) 3 Sugd. V. & P. 14, 10th ed.; Fonbl. Eq. Tr. B. 1, Ch. 6, Sect. 8, n. Crossley 1). Archdeacon of Salisbury, 3 (s) ; 2 Jarni. Pow. Bev. 441 to 445. Hag. 201. (&) 2 Atk. 142;S. C. iVes. 142, 152; (o) 7 Bac. Abr. [Uses and Trusts, Bagshaw v. Spencer. K.]; Fearne, Cont. Rem. 124, et seq. ; 1 ' Dennison v. Goehring, 7 Barr, 177 ; 4 Kent. Comm. 218, &c. ; notes to Lord Glenorchy v. Bosville, 1 Lead. Cas. Eq. 1 ; Wood'U. Burnham, 6 Paige, 518 ; 26 Weod. 19; Home v. Lyeth, 4 H. & J. 434; Garner v. Garner, 1 Desaus. 444; Porter v. Doby, 2Rich. Eq. 49; Loving v. Hunter, 8 Yerg. 31; Edmohson v. Dyson, 2 Kelly, 307 ; Wiley v. Smith, 3 Id. 559 : Lessee of Findlay v. Riddle, 3 Binn. 152 ; See Imlay v. Huntington, 20 Conn. 162; Neves v. Scott, 9 How. U. S. 211; U B. Monr. 251. Land was conveyed to a trustee, to be by him laid off in lots, OF TRUSTEES OF EXECUTORY TRUSTS. 459 this doctrine applies equally, -whether the executory trust be created by marriage articles, or by will or voluntary settleraent.(c) But a material distinction has been recognised in equity between an executory trust, founded on marriage articles, and one voluntarily created, as by will. In the former case the object of the settlement is usually to provide for the issue.(ci) ■ Therefore, unless the contrary clearly appear, equity presumes, that it could not have been the in- tention of the parties to put it in the power of the parent to defeat the object of the settlement, by appropriating the whole estate ; and on this presumption the articles will usually be decreed to be exe- cuted by limitations in strict settlement. — And it is immaterial, that the words of the articles, if strictly followed, would entitle the parent to a more extensive interest : as for instance, where the covenant or agreement is, to settle the estate on the parent for *life with remainder to tJie heirs of his body, which according to the "- -" rule in Shelly's case would give him an estate in tail. (e)(1)' Although a settlement may have actually been executed in pursu- ance of, and following verbatim, the terms of the articles, and the instrument as framed limits to the husband an estate tail ; yet the court will rectify such a settlement on behalf of the issue of the mar- (c) Earl of Stamford v. Hobart, 1 Bro. {d) Blackburn v. Stables, 2 V. & B. P. C. 288; Papillon «. Voice, 2 P.Wms. 369; Jervoice v. Duke of Northumber- 474; Leonard v. Earl of Sussex, 2 Vera, land, 1 J. & W. 574. 527 ; Countess of Lincoln v. Duke of (e) Trevor v. Trevor, 1 Eq. Ca. Abr. Newcastle, 12 Ves. 227; Blackburn v. 387; S. C. 1 P. Wms.622; 1 Bro. P. C. Stables, 2 V. & B. 269; Jervoice v. 122; Jones ■«. Laughton, 1 Eq. Ca. Abr. Duke of Northumberland, 1 J. & W. 392 ; Nandick v. Wilkes, id. 393 ; Ca- 571-4; Rochfort v. Fitzmaurice, 2 Dr. sack«. Casack, 1 Bro. P. C. 470; Dodd & W. 1, 20, 1. V. Dodd, Ambl. 274. , (1) In the late case of Rochfort i). Fitzmaurice, it was laid down by Sir E. Sugden, Lord Chancellor of Ireland, that there is no difference between execu- tory trusts created by will, and those created by voluntary settlements. Indeed his Lordship in that case denied the distinction between a will and marriage ar- ticles in this respect. See Rochfort v. Fitzmaurice, 2 Dr. & W. 19, 20. and sold, and the proceeds to be vested in other lands, to be selected by the cestui que trusts, to be held by them respectively during their lives, with the re- mainder to their heirs, and the trust was held executory. Berry v. Williamson, 11 B. Monroe, 251. 'Garner v. Garner, 1 Desaus. 444; Berry v. Williamson, 11 B. Monroe, 251. See Imlay v. Huntington, 20 Conn. 146. But, where by marriage contract, exe- cuted before marriage, personal property had been conveyed to a trustee, in trust, " from and after the solemnization of said marriage, to the use and behoof of (the intended wife) for and during the term of her natural life, and at her death, to the heirs of her body, and their heirs for ever ; and if she should die without such heirs, or having such heirs, they should die before they arrived at mature age, then to her brothers by her mother's side, their heirs and assigns, for ever;" it was held that the settlement was executed, not executory, and that the rule in Shelley's case applied/ Carroll v. Renick, 7Sm. & M. 799. And see also Neve V. Scott, 9 How. U. S. 196; and, generally, the notes to 1 Lead. Cas. Eq. 1. 460 OP TRUSTEES OF EXECUTORY TRUSTS. riage, by directing a limitation in strict settlement.(/) However in one case, Lord Cowper refused to alter a settlement of this descrip- tion, on the ground apparently, that it had been accepted by the par- ties. (^) And if the settlement itself, as well as the articles, be 1^3.^^ previously to the marriage, and the settlement does not refer to the articles, the court will not make any alteration in the settlement; for it will be presumed to have been made in consequence of a new agreement ; though it will be otherwise if the settlement be made after the marriage. iji) Where a partial provision is made by the articles for the issue of the marriage, although that provision does not affect the whole of the estate, which is intended to be settled, equity in decreeing the execution of the trust will not extend that provision in favor of the children, by directing a strict settlement of the whole, estate, for it is not unreasonable for the parents to reserve some power to them- selves.(«) And if by the articles the wife is to take an estate tail, ex provisione viri, or a power of alienation is given to the husband and wife jointly ; such limitations, being consistent with the probable intention of the parties, will not be varied by the court in directing the execution of the settlement. (^) However, in executory trusts created by will, all parties claim equally as volunteers under the bounty of the testator. In these cases, therefore, the words of the will receive their full legal effect, unless it appear from the will itself, that the testator's real meaning would be frustrated by a strict execution of his directions. (Q Thus in a case where a testator bequeathed money to be laid out in the purchase of lands, and settled on A. and the heirs of his body, Lord Cowper refused to direct the execution of the trust by a strict settlement, and drew the distinction between a covenant to settle in marriage articles, and a trust hy will, in which last case, he said that r*^^m ^'^^^^ *^^ testator expresses *his intent to give an estate tail, L -"a court of equity ought not to abridge his bounty.(»w) (/) West V. Erissey, 2 P. Wms. 349; Tabl. 176 : Honor v. Honor, 1 P. Wms. Roberts v. Kingsley, 1 Ves. 238; Honor 123. V. Honor, 1 P. Wms. 128 ; 2 Vern. 658 ; {I) 2 Jarm. Pow. Dev. 442, etseq. : 1 see Powell v. Price, 2 P. Wms. 535. Fonbl. Tr.Eq. B. 1, Ch. 6, Sect.8, n.(s); [See Neve v. Scott, 9 How. U. S 196.] 2 Story, Eq. Jur. J 974, &c.; Blackburn (g) Burton v. Hastings, 1 Eq. Cas. v. Stables, 2 V. & B. 370. Abr. 393; S. C. Gilb. Eq. Rep. 113. (m) Seale v. Seale, Preo. Chan. 421; Qi) Legg V. Goldwire, Cas. Temp. S. C. 1 P. Wras. 290; and see Legatt d. Talb. 20. Sewell, 1 Eq. Ca. Abr. 395; Sweetapple (i) Chambers u Chambers, Fitzgibb. v. Bindon, 2 Vern. 536; Blackburn v. 127 ; S. C. 2 Eq. Ca. Abr. 35 ; Howell Stables, 2 V. & B. 367 ; Synge v. Hales, V. Howell, 2 Ves. 358. 2 Ball & B. 499, 508; Britton i). Twi- (Ji) Whately v. Kemp, cited 2 Ves. ning, 3 Mer. 176; Marshall v. Boase- 358; Green v. Ekins, 2 Atk. 473, 477; field, 2 Mad. 166; Lord Deerhurst v. Highway v. Banner, 1 Bro. C. C. 584; Duke of St. Albans, 5 Mad. 260 see Streatfield v. Streatfield, Cas. Temp. OF TRUSTEES OF EXECUTORY TRUSTS. 461 In Blackburn v. Stablea, (n) a testator devised the residue of his real and personal estate to trustees, in trust for the sole use of a son of J. B. at the age of twenty-four, with a direction that the trustees should not give up their trusts, till a proper entail was made to the male heir by him (the son of J. B.) Sir Wm. Grant, M. R., after observing that it was settled that the words of the will would make an estate tail in the plaintiff (the son of J. B.), added, that there was nothing in the context of the will in that case, to show that the testator did not mean to use the words in their technical sense ; and his Honor therefore declared, that the plaintiff was entitled to a con- veyance in tail male.(m) So in Britton v. Twining, (o) a testator, after directing 20,000Z. in the three per cents "to be firmly fixed, and there to remain" du- ring the life of his wife, for her to receive the interest, desired, that after the death of his wife the same sum should be in the same man- ner firmly fixed upon W. Cobb, and then continued as follows, — " I say I would have it so secured that he may only receive the interest of the same during his life, and after his decease to heir male of his hody, and so on in succession to the heir-at-law, male or female. But let it be noticed, that the principal 20,000?. stock is never to be broken into, but only the interest to be received as aforesaid ; my intent being, that there should always be the interest aforesaid to support the name of Cobb as a private gentleman." Sir Wm. Grant, M. R., said, he did not conceive that the testator in using the word "secured" had any reference to a further or future settlement to be made of the money ; and if he^ had, he did not see that there was anything that would authorize the court to make the settlement in any manner different from that, which the testator had himself directed. And as the limitation to the heir male of W. Cobb would have given him an estate tail in freehold property, notwithstanding the express limitation to him for life, his Honor held that he took the absolute interest in the fund in question.(p) In Marshall v. Bousfield,(g') the testator devised real and personal estate to his wife, upon trust, that she should enjoy the same during her life, and after her decease that the same should be settled hy able counsel, and go to and amongst his grandchildren of the male kind, and their issue in tail male, and for want of such issue upon his female grandchildren living at his decease, and he declared, that the' shares and proportions of the male and female grandchildren and their respective issues, should be in such proportions as his wife should (n) Blackburn v. Stables, 2 V. & B. and see Countess of Lincoln v. Duke 367. of Newcastle, 12 Ves. 218. (o) 3 Mer. 176. (g) Marshall v. Bousfield, 2 Mad. (p) Britton v. Twining, 3 Mer. 176; 166. 462 OF TRUSTEES OF EXBCUTOKT TKUSTS. appoint. The ■wife appointed in favor of the testator's grandson W., who was not born until after the testator's death, and the heirs male of his body. It was objected, that this was an executory trust, under which W. ought to have been made tenant for life with remain- r*Dq-(-| der to his issue in strict settlement. But Sir Thomas Plu- mer, *V. C, though he admitted that the trust was execu- tory, held, that there was no sufficient indication of the testator's intention in the will to enable the court to control the limitation to the grandson in tail, and overruled the objection; thereby compel- ling a purchaser to take a title founded on a recovery suffered by the grandson W.(5') His Honor observed, that unless the grandchildren took an estate tail, the limitation as far as regarded those born after the testator's death was too remote. But devested of that circum- stance, which appears to have been the peculiarity of the case, it has been remarked by Mr^ Jarman that Marshall v. Bousfield is a very strong case.(r) The estate was to be settled hy able counsel,{s) and the word used was "issue" and not "heirs" or "heir" of the body,(i) both which circumstances have been relied upon in other cases as fa- vorable to the introduction of uses in strict settlement. Lord El- don's judgment in the subsequent case of Jervoise v. The Duke of Northumberland, (w) appears to be considerably at variance with the decision in Marshall v. Bousfield, and has also much weakened the authority of that decision. (a;) If the directions of the testator as to the disposition of the trust estate show, that he could not have intended the expressions to have their strict technical operation ; the court in decreeing a settlement will depart from the words in order to execute the intent.(«/) However, a simple direction by a testator, to settle an estate on A. for life and after A.'s death to the heirs of his body, will not enable the court to restrict the estate tail, created by those words in favor of A., to an estate for \iie.(z) There must be some stronger and less equivocal expressions in addition to the mere limitation for life, as for instance a direction, that the estate for life shall be with- out impeachment of waste ;(a) or a limitation to trustees to preserve contingent remainders ;[b) or a direction, that the estate, shall be (5) Marshall v. Bousfield, 2 Mad. 166. (3/) 2 Jarm. Pow. Dev. 442, et seq.; (r) 2 Jarm. Pow. Dev. 450. 2 Story, Eq. Jur. § 974, &o. (s) White V. Carter, 2 Ed. 366; S. C. (2) Meure v. Meure, 2 Atk. 266; Ambl. 670 ; Bastard v. Proby, 2 Cox, 6. Blackburn v. Stables, 2 V. & B. 370. (<) Meure v. Meure, 2 Atk. 266 ; (a) Papillon v. Voice, 2 P. Wms. Blackburn v. Stables, 2 V. & B. 371; 471; Lord Glenorchy v. Bosville, Cas. see Slonor v. Curwen, 5 Sim. 264, 272 ; Temp. Taib. 3 ; Bagshaw v. Spencer, 1 Knight V. Ellis, 2 Brc' C. C. 570. Ves. 153. («) IJ. & W. 559. (6) Papillon v. Voice, 2 ,P. Wms. Iz) See 2 Jarm. Pow. Dev. 450. 471 ; Bagshaw v. Spencer, 1 Ves. 153. OF TRUSTEES OF EXECUTORY TRUSTS, 463 settled by legal advice ;(c) or that the tenant shall not have absolute power over the estate.{d) However, it seems, that where the words of limitation are to A.'s issue after his life estate, and not his heirs, the court will execute the trust by giving A. an estate for life, and not an estate tail ; on the ground of the different legal oper&tion of the words "heirs" and "issue."(e) On the same principle, where a testator has directed a settlement of the devised estate, in a particular manner, the court, in order to carry out his intentions, has ordered the insertion of a limitation to trustees to preserve *contingent remainders,(/) and also limitations in. cross remainder between two families. (gr) [*332] If there be any doubt aS to the technical operation of the words, by which the testator has declared an executory trust, the court in directing its execution will follow that construction, which it con- ceives to be most agreeable to the intention ; for although the same con- struction must be put upon the words whether the ti'ust be executed or executory, yet that is only, where the words, which declare the exe- cutory trust, are so clear in themselves as to point out what the trust is to be. Thus in Stonor v. Curwen(A) a testator gave one-third -of his residue to his niece, which he desired might be settled by his executors on her /or her separate use during her life, but to devolve to her issue at her death, and failing issue then to revert to his nephew. Sir. L. Shadwell, V. C, said, that this was an executory trust, as to which nobody could say, that the words used were so clear, as at once to show what was the sort of conveyance meant, and his Honor directed a settlement on the niece for life for her separate use, with remainder to her issue living at her death, remain- der in default of such issue to the nephew. (A) In all the cases that have been hitherto considered, there was a direction to the trustees in the will to settle or convey the estate; but a distinction has been taken, where the testator merely directs the purchase of the estate by the trustees, and himself declares the uses of the estate when purchased : for in that case the court has no power to alter or modify the testator's words. In Austen v. Tay- lor the testator devised lands to A. for life without impeachment of waste, remainder to trustees to preserve, remainder to the heirs of the body of A., and bequeathed personal estate to be laid out in land, (c) White V. Carter, 2 Ed. 366; Blackburn v. Stables, 2 V. & B. 371 ; Ambl. 670; Bastard v. Pi'oby, 2 Cox, Stonor v. Curwen, 5 Sim. 272. 6; Eochfort v. Fitzmaurice, 2 Dr. & (/) Baskerville u. Baskerville, 2 Atk. W. 1. 279; see Harrison v. Naylor, 2 Cox, (d) Leonard v. Earl of Sussex, 2 248; 3 Bro. C. C. 108. Vem. 525. (g-) Home i). Burton, Coop. 257. (e) Meure v. Meure, 2 Atk. 266 ; (A) Stonor v. Curwen, 5 Sim. 264, 268. 464 OF TRUSTEES OF EXECUTORT TRUSTS. which should remain, continue, and he, to the same uses as the land before devised. Lord Nor4;hington observed, that the testator had referred no settlement to the trustees, but had declared his own uses and trusts, which the court could not alter or change, and he ac- cordingly held, that A. was tenant in tail of the lands to be pur- chased. («) But some doubt has been entertained in the profession as to the soundness of this last decision -.[k) and the distinction, on which it was founded, has not been invariably adopted. In Meure V. Meure(Z) trustees were directed to purchase lands, and to permit the plaintiff and his assigns to receive the rents and profits during his natural life, and after his decease then in trust for the use of the issue of his body lawfully begotten: and Sir J. Jekyll, M. R., held, that the plaintiff should be made only tenant for life of the lands to be purchased. (Z) In this case it will be observed, that the lands to be purchased were devised immediately to the limitations declared by the will, without any direction to the trustees to settle, and the estate tail clearly given to the plaintiff by those limitations was not- withstanding modified by the court, to an estate for life. - This at once leads to the observation, that it is only where some- _.„„__ thing *is left incomplete and executory by the creator of the L -' trust, that equity would mould or modify the words in order to give effect to the intentions of the party. For if the limitations of the trust estate are definitely and finally declared by the instru- ment itself, that will be an executed trust ; and it must he carried into execution as strictly and literally, as if it were a limitation of the legal interest. (wi) For instance, in Bale v. Coleman,(M) a testator devised lands to trustees to pay debts and legacies, and then in trust for A. for life, with power of leasing, and after his decease, in trust for the hein male of his body. It was held by Lord Harcourt, Lord Keeper, re- versing Lord Cowper's decision, that this was an executed trust for A. in tail male, and the trustees were decreed to make a conveyance to him accordingly. And this distinction was strikingly exemplified in the case of Papillon v. Voice, (o) where there was a direct devise of certain specified lands to A., with the same limitations as those de- clared of the lands which the trustees were directed to purchase and settle ; and A. was held to take an estate tail in the lands directly (i) Austin V. Taylor, Ambl. 376; S. (0 Meure v. Meure, 2 Atk. 265. C. 1 Ed. 361. (m) Jervoise «. Duke of Northumber- (4) Ambl. 378; see Lord Eldon's land, IJ. &. W. 570, 1; ] Fonbl. Eq. remarks in Green v. Stephens, 17 Ves. B. 1, Ch. 6, sect. 7; Fearne, Cont. Rem. 76; and in Jervoise v. Duke of Nor- 7th ed. 133 to 148. thumberland, IJ. & W. 572; 2 Jarm. (n) 1 P. Wms. 142; S. C. 2 Vern. 670. Pow. Dev. 445, 6; but see note 1, Ed. (o) 2 P. Wms. 477. 369. OF TRUSTEES OF EXECUTORY TRUSTS. 465 devised, although his estate in the lands to be purchased and settled was restricted to one for life.(p) (1) A direction, that property invested in the funds shall be ^'secured " for the benefit of the legatee, will not be construed into an executory direction, so as to enable the court to modify the bequest, which in its terms gives the legatee the absolute interest, (g') And where there are words of direct gift, as, for instance, a devise upon trust for such person as shall from time to time be Lord V., the subsequent ad- dition of the testator's motive or intention, — as, for example, a de- claration that the property should go and be held with the title, as far as the rules of law and equity would permit, — will not convert the executed gift into an executory trust.(r) Where, however, the estate is directed to be " purchased, "(s) or "settled, "(() or " con- veyedj"(M) by the trustees, that is clearly an executory trust: and so, it seems, is a devise to a person " to be entailed upon his male heirs."(a;) If a testator create an executory trust, which cannot be carried strictly into execution, from its illegality, — as where it violates the rules against perpetuity, — the court will endeavor to give effect to the testator's intentions as far as possible, and the duty of the trus- tees in such a case is to make as strict a settlement as the law will allow. Therefore, where there *was a devise to a corpo- ration, in trust to convey to A. for life, and afterwards to his ^ -• first son for life, and so to the first son of that son for life, with remainder in default of such issue to B. for life, and his sons and their sons for their lives in the same manner. Lord Cowper said, that though the attempt to create a perpetuity was vain, yet so far as consistent with the rules of law, it ought to be complied with ; and {p) And see Jones v. Morgan, 1 Bro. («) Papillon v. Voice, 2 P. Wms. C. C. 206; Wright v. Pearson, Ambl. 471; Meure v. Meure, 2 Atii. 265; 358; Garth v. Baldwin, 2 Ves. 646; White t). Carter, 2 Ed. 366. DeerhurstiJ. Duke of St. Albans, 5 Mod. (i) Leonard v. Earl of Sussex, 2 Vern. 232, 277; Douglass v. Congreve, 1 525; Stonor v. Curwen, 5 Sim. 264; Beav. 59, 71. Burrell v. Crutchley, 15 Ves. 552. (5) Brilton v. Twining, 3 Mer. 176, (11) Lord Glenorchy v. Bosville, Ca. 182. Tern. Talb. 3; Humberston v. Humber- (r) Lord Deerhurst v. Duke of St. ston, 2 Vern. 737. [Edmondson v. Dy- Albans, 5 Mad. 232, 277; S. C. on ap- son, 2 Kelly, 307; Tallman v. Wood, peal, sub nom.; Tollemache v. Earl of 26 Wend. 9; 6 Paige, 513.] Coventry, 2 CI. & Fin. 611, and 8 (a;) Jervoise u Duke of Notlhumber- Bligh, N. S. 547. land, IJ. & W. 559, 72. (1) It is extremely difficult to reconcile Lord Hardwicke's decision in Bagshaw V. Spencer. 1 Ves. 142, with the principle of these cases. See Fearne, Cont. Rem. 133 to 148; Jervoise v. Duke of Northumberland, 1 J. & W. 572, 30 466 OF TRUSTEES OF EXECUTORY TRUSTS. he directed that all sons already born should take estates for life with limitation to the unborn sons in tail.(^) So it frequently happens that a testator, in creating an executory trust, makes use of expressions, which of themselves have no strict technical operation, and which must therefore receive some definite construction, in order to the execution of the trust. In these, as in other cases depending on the construction of wills, the rule is, to carry out as far as possible the intentions of the testator. Thus, where a trust was created by will to purchase land, to be added and closely entailed to the testator's family estate in the pos- session of T. B., and the testator declared by a codicil, that his object was to have a head to the family, and that if T. B. should die without male issue, or dispose of the family estate, the residue of his fortune should go to A. B., or his nearest relative in the male line, — the court directed such limitations to be inserted in the settlement, as would best effectuate the obvious intentions of the testator, by , tying up both the estates in his family as far as possible, (g) So in the case of Lord Dorchester v. Earl of Effingham, (a) Guy Lord Dorchester was tenant for life of settled estates with remainder to his sons and their issue, so that his sons were tenants for life, and their sons tenants in tail, and he had a general power of revocation and new appointment by deed or will. He made his will, in which there was the following expression : " all my landed estate to he at- , tached to my title as closely as possible;" and he left his timber and residuary personal estate to his executors, in trust " to increase his landed property." On the death of Guy, the next, Lord Dorchester, who was his grandson and tenant in tail under the original settle- , ment, came into possession, and filed a bill, praying to be declared, tenant in tail. But it was held by Sir Wm. Grant, M. R., that the effect of the will was to reduce the estates tail of the plaintiff Lord Dorchester, and of all the other issue male, to estates for life, and his Honor directed the estates to be purchased with the timber money and personal estate, to be settled accordingly. In the recent case of Bankes v. Le Despencer,(6) the same prin- ciples of construction were applied to an executory trust created by deed. There, Thomas Lord Le Despencer, by deed conveyed real estates to trustees, in trust, after the death of himself and his eldest {y) Humberston v. Humberston, 2 (6) Bankes v. Le Despencer, 10 Sim. Vera. 737; S. C. 1 P. Wms. 332; Prec. 576; [11 Sim. 508;] see Countess of Ch. 455. Lincohi v. Duke of Newcastle, 12 Ves. {z) Woolmore I). Burrows, 1 Sim. 512. 218; Deerhurst v. Duke of St. Albans, (a) 3 Beav. 180, n.; S. C. stated, 10 5 Mad. 232; Jervoise v. Duke of North- Sim. 592 ; [and see Rowland v. Morgan, umberland, 1 J. & W. 559 ; Blackburn 13 Jut. 23.] v. Stables, 2 V. & B. 367. [Rowland v. Morgan, 13 Jur. 23.] OF TRUSTEES OF EXBOCTORY TRUSTS. 467 son to settle the estates to the use of such persons for such estates and in such manner that the same should, so far as the law would permit, be strictly settled, so as to go along with the dignity of Le De- spencer, so long as the person *possessed of the same dignity- should be a lineal descendant of the settlor. It was held by ^ -• Sir L. Shadwell, V. C, that this was a case in which it was the dutj of the court to try to give effect to the intention of the parties, by making a settlement', and his Honor accordingly referred it to the Master, to approve of a proper settlement according to the language of the trust. (6) It seems, however, that the court will not enforce the execution of an executory trust of this loose and uncertain description, if it be founded upon mere precatory expressions, or words of recommenda- tion. Thus in Knight v. Knight(c) a testator made an absolute gift of all his real and personal estate to his next male descendant, who should survive him ; adding, that he trusted to the justice of Ms suc- cessors in continuing the estates in the male succession according to the will of the founder of the family, and Lord Langdale, M. R., held, that the directions were not sufficiently imperative, to be en- forced as a trust against the devisee, (c) There is no doubt, but that personal estate may be made the sub- ject of an executory trust, which will be carried into execution in the same manner and to the same extent as that of real estate, (c^) But it is to be observed, that, in accordance with the rules of law on this point, where such words are used as would be executed by the crea- tion of an estate tail in real estate, the party will be entitled to the absolute interest in the personalty ; and it has been seen that a di- rection that the property is to be " settled" or " secured" will not prevent the application of this doctrine. (e)' (6) Bankes w. Le Despencer, 10 Sim. (c) Knight v. Knight, 3 Beav. 148 576; [see the form of settlement finally 177. [Aff'd. 11 CI. & F. 513.] approved in this case, 11 Sim. 508;] (d) Stonor tj. Curwen, 5 Sim. 264. see Countess of Lincoln v. Duke of (e) Lord Chatham v. Tothill, 7 Bro. Newcastle, 12 Ves. 218; Deerhurst v. P. C. 453; Countess of Lincoln r. Duke Duke of St. Albans, 5 Mad. 232; Jer- of Newcastle, 12 Ves. 218; Britton v. voise V. Duke of Northumberland, 1 J. Twining, 3 Mer. 176; Deerhurst v. Duke & W. 559 ; Blackburn v. Stables, 2 V. of St. Albans, 5 Mad 232. [Rowland & B. 367. V. Morgan, 13 Jur. 23.] ' In the recent case of Rowland v. Morgan, 13 Jur. 23, the Earl of Aberga- venny had bequeathed to his son Viscount Neville, and his heirs, Earls of Aber- gavenny, certain chattels, consisting of plate, jewels, and other ornamental arti- cles, to be held as heir-looms, and directed his executors to make an inventory of such chattels. By a codicil to the will, the testator declared it to be his will, that in addition to the articles which he had made heir-looms in his will, certain other articles of the same description, deposited in apartioular locality, should be con- 468 OF TRUSTEES FOR THE PAYMENT OF In conclusion of this subject, it may be stated generally for the •guidance of trustees, that where an executory trust arises on mar- riage articles, whose object is to provide for the husband and wife and their issue, the trustees will be justified in executing the trust by limiting the estate in strict settlement, although it would certainly be the more prudent course for them to obtain a declaration of the court for their guidance even in these cases. But where the trust is created by will, and the testator has not himself distinctly and accurately specified the limitations which are to be inserted, trustees could seldom or ever be advised to take upon themselves the responsibility of putting a construction on the direc- tions of the testator, by the execution of any particular settlement; this can be done with safety only under the sanction of the court. And the same remark applies to executory trusts, created by any voluntary deed or instrument operating inter vivos. If a husband have entered into articles on his marriage, binding himself to make a particular provision for his wife and children, it will not be competent for the trustees of their own authority to ac- cept any other provision in lieu of that contemplated by the articles ; although they will be *justified in instituting a suit, for the L -I purpose of bringing the propriety of such a substitution before the court.(/) II. — OF TRUSTEES FOR THE PAYMENT OF DEBTS. 1st. Where the Trust is cheated by Deed. — 2d. Where by a Devise FOR PAYMENT OF DeBTS. \st. Of Trustees for the payment of Dehts, where the Trust is created by Deed. A conveyance or assignment of real or personal estate to trustees, (/) Cooke V. Fryer; Vice-Chancellor Wigram, 19th November, 1844, MS. sidered as heir-looms, and he gave the same to his executors as heir-looms in his family, and directed an inventory to be made of them at the death of the testator. His son succeeded to the title, and also to certain estates annexed to the title, and strictly and inalienably settled in tail male. It was held, in accordauce with the text, that the chattels had become the absolute property of Viscount Neville at the death of his father. It is to be remarked, however, on this case, and those above cited, that a different doctrine had been held by Lord Hard- vrioke, in Gower'V. Grosvenor, 3 Barn. 54; 5 Madd. 337; and TrafFord v. Traf- ford, 3Atk. 347; and that, though these last decisions were overruled in Foley V. Burnell, 1 Bro.C. C.274; 4 Br. P.O. 319(A.D. 1783, 1785); it was regretted by Lord Eldon in Countess of Lincoln v. Duke of Newcastle, 12 Ves. 218, and Lord Cottenham in Rowland v. Morgan, that they had been departed from, as they " were not obnoxious to any principle, and enabled the court to carry into effect the very obvious intentions of the testator." Should the question, there- fore, ever arise in the United States, it may perhaps be still considered an open one. See 2 Kent's Comm. 253, &c. ; 4 Id. 279. DEBTS UNDER A DEED. 469 in trust, for the payment of the debts of the grantor, is of very fre- quent occurrence, and such a trust may either be limited to the pay- ment of one particular debt,(a) as in the case of a mortgage, which is frequently taken in this form, or of several debts, specified in the deed or in a schedule annexed to it.(J)' Or the trust may be ex- tended generally for the benefit of all the grantor's creditors,(c) or all such of them as may execute or otherwise assent to the deed •,{d) and this either equally and without distinction,(e) or with certain priorities and preferences amongst them.(/) And the debts may be directed to be paid either in full,(5^) or according to a certain composition or proportion fixed by the deed. (A)'' (a) Page v. Broom, 4 Russ. 6. [See Garrard v. Lord Lauderdale, 3 Sim. 1 ; Cooper 1). Whitney, 3 Hill, 95.] Ex parte Richardson, 14 Ves. 184. (6) Walwyn v. Coutls, 3 Mar. 707 ; (e) Carr v. Countess of Burlington, 1 S. C. 3 Sim, 14; Garrard v. Lord Lau- P. Wms. 228; Acton v. Woodgate, 2 derdale, 3 Sim. 1 ; Purefoy v. Purefoy, M. & K. 492 ; Hamilton v. Houghton, 1 Vern. 28; Shirley v. Earl Ferrers, 1 2 Bligh, 169. Bro. C. C 41 ; Hamilton v. Houghton, (/) Purefoy v. Purefoy, 1 Vern. 28 ; 2 Bligh, 169; Boazman v. Johnston, 3 Walwyn v. Coutts.. 3 Mer. 707 ; 3 Sim. Sim. 377. 14; Garrard v. Lauderdale, 3 Sim. 1. (c) Barwell ii. Parker, 2 Ves. 364; (g-) Carr «. Countess of Burlington, 1 Acton V. Woodgate, 2 M. & K. 492 ; P. Wms. 228 ; Acton v. Woodgate, 2 Hinde v. Blake, 3 Beav. 234; Carr v. M. & K. 492; Hamilton v. Houghton, Countess of Burlington, 1 P. Wms. 228. 2 Bligh, 169. (tZ) Dunch V. Kent, 1 Vern. 260; (A) Stephenson v. Hayward, Prec. Spottiswoode v. Stockdale, Coop. 102; Ch.310; Constantein u. Bleache, 1 Cox, 287 ; Tatlock v. Smith,'6 Bingh. 339. ' But in Manufacturers and Mechanics' Bank v. Bank of Pennsylvania, 7 W. & S. 335, it was held that a mortgage, limited to a trustee, with power to sell for the payment of a debt secured by it, was not a voluntary assignment within the Pennsylvania Act; and see Barker v. Hall, 13 N. H. 298; Davis v. Anderson, 1 Kelly(Geo.), 176, accord. But see cases cited in Burrill on Assignments, 32, from other States. In Watson v. Bagaley, 12 Penn'a. St. 164, a power of attorney to collect certain moneys and to pay them to certain creditors in prescribed order of preference, was held an assignment. ' Assignments for the benefit of creditors, though containing preferences, are in general held valid in the United Slates, where not interfering with the policy of a bankrupt law, or other statutory regulation. Brashear i). West, 7 Pet. 609; Lippincott 1). Barker, 2 Binn. 174; Walker ij. Ferris, 5 John. R. 3'35; and other cases cited in the note to Thomas v. Jenks, 1 Am. Lead. Cas. 89, (2d ed.) In some of the States, however, as Ohio, Pennsylvania, New Jersey, Maine, New Hampshire, and Connecticut, preferences are abolished, and the trust enures to the benefit of all the creditors (Am. Lead. Cases, 85). In many of the States it has been held by the courts, or declared by statute, that a stipulation for releases renders an assignment void as to non-assenting creditors, where there is a re- sulting trust for the grantor, Wakeman v. Grover, 11 Wend. 187; Goodrich «. Downs, 6 Hill's N. Y. 438; Robins i;. Embry, 1 Sm. & M. Ch. 208; Atkinson v. Jordan, 5 Ohio, 293 ; Hafnert;. Irwin, 1 Ired. Law, 490; Brown v. Knox, 6 Mis. 302; Pearson t). Crosby, 23 Maine, 261; 1 Am. Lead. Cases, 95; Ingraham v. Wheeler, 6 Conn. 277; Howell v. Edgar, 3 Scamm. 417; Swearingen v. Slicer, 470 OP TRUSTEES FOR THE PAYMENT OF An arrangement of this description, if made under a contract with the creditors, or when accepted or acted upon by them, is valid(l) (1) A conveyance by deed for the payment of debts generally was not within the Statute of Fraudulent Devises (3 W. & M. c. 14), altliough the jights of spe- cialty creditors might thus be prejudiced in favor of those by simple contract. Parslow V. Weedon, 1 Eq. Cas. Abr. 149; see Prec. Ch. 521 ; 1 Fonbl. Eq. Tr. B. 1, ch. 4, s. 14. And this is equally an authority against the appliyation of the recent statute, 1 Will. IV. c. 47 (by which that of William and Mary was repealed), to conveyances of this description. So, a conveyance in trust for creditors is not v;ithin the statute 13 Eliz. c. 5, for avoiding alienations of property made in fraud of creditors. Estwich v. Cailland, 5 T. R. 424; Mense v. Howell, 4 East, 9. [Wilti;. Franklin, 1 Binn.514; and cases cited in note to Thomas v. Jenks, 1 Am. Lead. Cases. 78.] Although such a conveyance will be void under that statute, if it be attended by fraudulent circumstances, as where the conveying party remainsin possession of the property ; Twyne's case, 3 Rep. 80, b. [1 Smith Lead. Cases, 1; Am. notes] ; Edwards v. Harben, 2 T. R. 587 ; Worsely v. Demattos. 1 Burr. 467. However, possession retained by the assignor, though a strong circumstance of evidence of fraud, may be rebutted, and the assignment supported. ' Eastwood ■u. Brown, 1 R. & M. 312 ; Hoffman v. Pitt, 5 Esp. 25; Benton v. Thornhill, 7 Taunt. 149 ; Manton v. Moore, 7 T. R. 70. [In New York, retention of posses- sion by the assignor, of property assigned for the benefit of creditors, make? the assignment void. Dewey v. Adams, 4 Edw. Ch. 21 ; Connah v. Sedgwick, 1 Barb. 210. So, in Vermont, such retention is fraudulent as to attaching creditors. Rogers v. Vail, 16 Verm. 329. So, in Indiana, Caldwell v. Williams, 1 Carter, 405. In other States, however, it is not in itself fraudulent, where before the lime of sale, but may be evidence of fraud. Brooks v. Marbury, 11 Wheat. 82; Vernon v. Morton, 8 Dana, 247; Pike v. Bacon, 8 Shepley, 280; Christopher v. Carrington, 2 B. Monr. 357; Ravisies v. Alston, 5 Alab. 277; Barker u. Hall, 13 N. H. 298; Darwin v. Hanley, 3 Humph. 502 ; Dewey v. Littlejohn, 2 Ired. Eq. 495; Hardy v. Skinner, 9 Ired. Law, 191 ; see Lockharl v. Wyatt, 10 Alab. 231. In Connecticut, under the statute of 1828, where its requisitions have been com- plied with, retention of possession is not fraudulent, unless the trustee permits the assignor to hold himself forth to the world as the owner of the property. Osborne V. Fuller, 14 Conn. 5;i0; Strong d. Carrier, 17 Conn. 329. So, in Pennsylvania, 5 Miss. 241; The Watchman, Ware, 232; 1 Am. Lead. Cases, 95; so, where preferences are given, Wakeman v. Grover, Robins "u. Erabry, ut supra;' Barrett V. Reads, Wright, 701. But in other States it has been held, that assignments for the benefit of releasing creditors are valid. Lippincott v. Barker, 2 Binn. 174; Skipwith'sExr.t). Cunningham, 8 Leigh, 272; Le Prince u.Guillemott, 1 Eich.Eq. 187 ; Brashears v. West, 7 Pet. 609; Halsey v. Whitney, 4 Mason, 207; Borden V. Sumner, 4 Pick. 265; 1 Am. Lead. Cases, 84. In Pennsylvania, now. by Act of 1849, a condition for a release is declared void. In all cases, however, a stipulation for a release in an assignment, which does not in its terras pass all the debtor's property, or by which any benefit is stipulated to him, renders the whole fraudulent and void. Seaving ■«. Brinkerhoff',5 J. C. R. 329: Skipwithu Cunningham, 8 Leigh, 272; Thomas i;. Jenks, 5 Rawle, 221; Hennessey «. Wes- tern Bank, 6 Watts. & Serg. 301. See this subject very fully and ably discussed, and the various cases with regard to the validity of assignments collected in the note to Thomas v. Jenks, 1 Am. Lead. Cases, 89. Most of the States have ex- press statutes regulating the subject, which it would be inconvenient to detail here. DEBTS UNDER A DEED. 471 and binding *on all the parties ;(i) and the court will inter- p^gg,^-, fere by injunction to restrain the commission of any act by L which the arrangement would be violated.(/(;) And in equity, a judgment obtained by a creditor subsequently to his execution of the deed of trust will not bind the property which passed by the deed.(Z)' However, it has been decided, that where there is a voluntary con- veyance or assignment of property to trustees, upon trust for the benefit of creditors, but the transaction is not communicated to the creditors, and they are not made parties to the deed, and are not privy to its execution, this merely confers a power on the trustees, which may be revoked or altered at the will of the grantor : and the creditors, though named in the schedule to the deed, cannot enforce the execution of the trust either as against the grantor, or the trus- tees, (m)^ But it seems to have been the opinion of Sir J. Leach, in Acton V. Woodgate,(w) in opposition to that expressed by Sir L. Shadwell, V. C, in Garrard v. Lord Lauderdale,(o) that the communication by the trustees to the creditors, of the creation of such a trust, would de- feat the power of the grantor to revoke it. And it has been decided in a recent case, that the trustees of such a deed, who had acted upon it by making payments in advance, were at any rate entitled to an (i) Small 0. Marwood, 9 B. & Cr. (m) Walwyn v. Coutts, 3 Mer. 707 ; 300. 3 Sim. 14; Page v. Broom, 4 Russ. 6; (A) Ex parte Sadler, 15 Ves. 52; Garrard v. Lauderdale, 3 Sim. 1; S. C. Mackenzie v. Mackenzie, 16 Ves. 372; 2 R. & M. 451 ; Acton v. Woodgate, 2 Spotliswoode v. Stockdale, Coop. 102. M. & K. 492; see Bill v. Cureton, 2 M. (/) Stephenson v. Hayward, Free. & K. 511. Chan. 310. in) 2 M. & K. 495. (o) 3 Sim. 13. under the Act of 1836. Filler v. Maidand, 5 W. & S. 307 ; Dallam v. Filler, 6 W. & S. 323 ; Klapp v. Shirk, 13 Penn. St. R. 589.] But a conveyance by a trader of all his property in trust for creditors is void within the policy of the Bankrupt Laws, if a commission issue within six months from its execution, according to the 4th section of 6 Geo. IV. c. 16. Although a similar disposition of part of the trader's property is good, unless made in contemplation of bankruptcy, and with a view to a fraudulent prefe- . rence; when it will be void. Bevan v. Nunn, 9 Bingh. 107. By the Insolvent Act, 7 Geo IV. c. 57, s. 32, a similar disposition of any pro- perty by an insolvent is made void, if made with a view to his taking the benefit of the act, or within three months before his imprisonment under the act. ' But neither in law or in equity will an assignment preclude an assenting creditor from obtaining a formal judgment for his debt. Le Prince v. Guil- lemott, 1 Rich. Eq. 220; Bank of U. S. u. Comm. 17 Penn. St. R. 400; Trot- ter V. Williamson, 6 Monr. 39; see Rice v. Catlin, 14 Pick. 231 ; New England Bank v. Lewis, 8 Pick. 113. * See note, ante, to page 83. 472 OF TRUSTEES FOE THE PAYMENT OP answer to a bill filed by them against the author of the deed, and the person in whom the legal interest in the assigned property was vested, to obtain possession of the property ; and Lord Langdale, M. R., in overruling the demurrer in that case, appears to have been strongly inclined to support the validity of the deed on general grounds.(p) Where a deed of assignment and composition for the benefit of cre- ditors generally declared, that if all the creditors to a certain amount did not execute the deed, or accede to its terms by a certain day, the assignment should be void ; and the deed was not executed or acceded to by two of the creditors within the prescribed time, but they had notwithstanding acted under it; it was held by Lord Eldon, that the deed, though void at law, was under the circumstances valid and bind- ing in equity. (g) And even at law a composition deed will not be held void, because one of the two trustees refuses to execute it ; although there is a pro- viso, that both should execute by a specified time.(r) But where the deed is expressly stated to be made with, and the trusts are declared for, the benefit of those creditors who should he- come parties to it, it seems that even in equity no creditor who hag i-^ooQ-i not executed the *deed, will have any right to enforce its pro- visions. (s)> However, in a late case in Ireland it was held, by Sir E. Sugden, L. C, that it is not absolutely necessary, that (p) Hinde v. Blake, 3 Beav. 234. 360 ; see Good v. Cheesman, 2 B. & (5) Spottiswoode v. Stockdale, Coop. Ad. 328. 102; and see Dunch v. Kent, 1 Vern. (s) Garrard v. Lord Lauderdale, 3 260. Sim. 13;^ see Balfour v. Welland, 16 (r) Small v. Marwood, 9 B. & Cr. Ves. 151, 'l57. ' The doctrine of the American cases on this subject appears to be that where a trust is created for the benefit ol third persons without their knowledge, they may, as soon as they have notice 'of it, afRrm the trust, and call upon a court of equity to enforce the performance of it. Moses v. Murgatroyd, 1 Johns. Ch. Rep. 129; Neilson v. Blight, 1 Johns. 205; Weston v. Barker, 12 Johns. Rep. 281. And Chancellor Kent observes, 4 Com. 307, 3d ed., that this doctrine is much and quite unreasonably restricted in the case of Garrard v. Lord Lauder- dale, cited in the text; that in Marigny v. Remy, 15 Martin's Louis. Rep. 607, it was decided, that one might have an action on a stipulation in his favor in a deed to which he was not a party, and that the doctrine was conformable to the French law. TouUier, Droit Civil; liv. 3, c. 2, n. 150. In the case of an assign- ment to trustees for the benefit of creditors, in this country, the legal estate passes to, and vests in the trustees; and a court of equity will compel the execution of the trust for the benefit of the creditors, though they be not, at the time, assenting, and parties to the conveyance. Nicoll v. Mumford, 4 Johns. Ch. Rep. 529; Brooks V. Marbury, 11 Wheaton, 97; Gray v. Hill, 10 Serg. & Rawle, 436; Hal- sey V. Whitney, 4 Mason, 206. The assent of absent persons to an assign- ment will be presumed, unless their dissent be expressed, if it be made for a valuable consideration, and be beneficial to them. North v. Turner, 9 Serg. & Rawle, 224; De Forest v. Bacon, 2 Conn. Rep. 633.— T. [See ante, p. 83, and note; and Burrill on Assignments, p. 280, 306.] DEBTS UNDER A DEED. 473 every creditor seeking the benefit of a trust deed made by the debtor, should actually subscribe the deed ; although the court will see, that he has performed all the fair conditions of the deed, before it suffers him to take any benefit under it ; and if he has taken any step in- consistent with its provisions, it will deprive him of all advantage under it.(<:) Where some of the creditors have executed a composition deed, by which an estate is conveyed for the payment of debts generally, but others refuse to execute, it has been held that a suit by those who have executed, to have the trust performed by the sale of the estate, cannot be maintained. (w) If a trust be created by deed for the payment of debts, generally, or of the debts specified in a schedule, and a bill be filed by one of the creditors to enforce payment of his debt ; that purpose can only be effected by the general execution of the trust; and the decree ought to direct an account and payment of all the debts, and a de- cree for the payment of the plaintiff's debt only is erroneous. (a;)' In a suit by a creditor to enforce the execution of such a trust deed, the then existing trustees must be before the court, and a de- (i) Field v. Lord Donoughmore, 1 Dr. (x) Hamilton v. Houghton, 2 Bligh, & Warren, 227. 169, 187. (u) Atherton v. Worth, 1 Dick, 375. 'Wakeman v. Grover, 4 Paige, 24; Russell v. Lacker, 4 Barb. S. C. 233; Br>-ant v. Russell, 23 Pick. 523; Reynolds v. Bank of Virginia, 6 Gratt. 174; Haughton v. Davis, 23 Maine, 28 ; Fisher v. Worth, 1 Busbee, Eq. (N. C.) 63 ; see Weir v. Tannehill, 2 Yerg. 56. So where the bill is for impeaching the trust deed. Stout v. Higbee, 4 J. J. Marsh. 632. But in Ohio it has been held, that the creditor first filing a bill for that purpose, is entitled to priority. Atkinson v. Jordan, Wright, 247. So in New York, under the Revised Statutes. Corning v. White, 2 Paige, 567; Burrell v. Leslie, 6 Paige, 445; see, also, Lucas v. Atwood, 2 Stewart. 378. The effect of setting aside such deed, is to leave the creditors to enforce their claims and obtain satisfaction according to their legal priorities; or, if the court takes charge of the fund, it will direct them to be paid accord- ing to their legal rank. Gracey v. Davis, 3 Strobh. Eq. 58 ; Austen v. Bell, 20 John. 442; McDermott v. Strong, 4 J. C. R. 687; McMeekin v. Edmonds, 1 Hill's Eq. 293. But this depends upon diligence at law; equity will, otherwise, distribute the assets pari passu ; Codwise ^.Gejston, 10 Johns. R. 519; and, there- fore, a creditor obtaining judgment after the assigned property has been sold, has no priority on the fund. Le Prince v. Guilleraott, 1 Richardson's Eq. 220; Gracey v. Davis, ut supr. Where a bill had been filed by the representatives of one creditor only, and it appeared that no claim had been made by the others for twenty years, during which the trust fund had been constantly in controversy, and the trustee had repeatedly stated to the plaintiif that the creditor had been satisfied, it was held that the trustee could not set up the defence of want of proper parties. Muraford v. Murray, 6 J. C. R. 1. Where the assignment e.x- pressly stipulates that the surplus shall be paid over to the assignor, he must also be made a party, Haughton v. Davis, 23 Maine, 28; otherwise if the assignment be unconditional. Hobart v. Andrews, 21 Pickering, 532. 474 OF TRUSTEES FOR THE PAYMENT OF cree taken in their absence cannot be sustained. («/) But tbe heir of the grantor need not be made a party to the suit, unless he be en- titled to the surplus ; though it is otherwise with regard to a trust created by will. (2) It is in the power of the party who by deed vests property in trustees for the payment of his debts, to prescribe the manner in which the trust shall be carried into execution ;(a) and in paying the debts the trustees are bound to follow the directions of the deed ; and if by the terms of the trust any particular debts are to have pre- P^„nQ-. ference or priority, they must *first be discharged.(J) '- -' Thus where two persons made an assignment of their joint property to trustees in trust, in the first place to pay their joint debts, and then as to a moiety to pay the separate debts of one of them, the joint creditors were held to be entitled to receive their debts with interest, before the separate creditors took anything.(c)' However, if no preference be given by the deed to any one debt, and a fortiori if there be an express direction, that all the debts are to be paid (»/) Hamilton v. Houghton, ubi su- (6) See Garrard ti. Lauderdale 3 Sim. pra; but see Eouth v. Kinder, 3 Sw. 1; Douglas v. Allen, 2 Dr. & W. ^13. 144, ij. [As to preferences in assignments, see (2) Harris v. Ingledew, 3 P. Wms. 93. Notes to Thomas v. Jenks, 1 Am. Lead. (a) Carr v. Countess of Burlington, 1 Cas. Eq: 89.] P. Wms. 229; Boazman v. Johnston, 3 (c) PearcetJ. Slocombe, 3 Y. & C.84. Sim. 381, 2. 'The general rule with regard to assignments by partner,'! is, as in other cases of their insolvency, that the trustee is bound to apply the partnership effects first to the joint creditors, and separate estate, to the separate creditors. Murrill v. Neill, 8 How. U. S. 414. Iti Jackson v. Cornell, 1 Sandf. Ch. 348, it was held that a general assignment of his separate properly made by an insolvent partner, which preferred firm" creditors to the exclusion of his own, was void as to the latter; and it was said that a firm assignment preferring separate creditors to firm creditors, would be also invalid.' But in the subsequent case of Kirby 1;. Schoon- maker, 3 Barb. Ch. 46, this decision appears to be overruled, and it was there held that in a partnership assignment, preferences might be given either to sepa- rate or joint creditors, at the pleasure of the partners, except where the separate estate of one wasapplied to pay the separate debts of the other. In the case of a lirnited partnership, it is provided by the statute, that any preference what- ever, will avoid the assignment. See Mills v. Argall, 6 Paige, 577. ■ But an ex- press provision in an assignmejitby an ordinary partnership, which does not in sub- stance go beyond what is implied by law, will not avoid it, though there be a release stipulated. Andress v. Miller, 15 Penn. St. Rep. 318. A firm assign- ment, however, requiring releases, must be so executed as to pass all property, joint and separate, of the firm ; and if the deed be not sealed by one, it is void, though it does not appear that hehad real estate. Hennessey w. Western Bank, 6 W. & S. 300. A general assignment by one partner will not pafes any control over the partnership effects. Moddewell v. Keever, 8 W. & S. 63. So an assign- ment in general terms by the only general partner in a limited partnership, of all Ins property, will not pass the firm assets. Merritt v. Wilson, 29 Mkine-, 58. DEBTS UNDER A DEED. 475 equally, the trust fund must be applied panpassw, in or towards the discharge of all the debts without distinction, as well those by sim- ple contract, as by specialty.(c^) But it need scarcely be observed, that the rights of mortgagees, or judgment creditors, or others, who take'an interest in the trust property by a title paramount to that created by the deed, cannot be affected byuts provisions.^ • A trust of this description extends only to the payment of such debts, as are at the time contemplated by the deed. Therefore, where A. conveyed lands to trustees in trust after his death, to pay the debts mentioned in the schedule to the deed annexed, amounting in all to 6,400Z., and A. contracted "debts subsequently to the execu- tion of the deed, it was urged, that the land ought to be charged with the subsequent debts, at any rate to an amount not exceeding the sum mentioned in the schedule ; but the Lord Chancellor held, that the trust extended to those debts only, which were owing at the time of the execution of the deed.(e) It has been decided, that the court in executing the trusts of a deed for the payment of debts, will not after the death of the grantor, marshall his assets as between the creditors; although some of them may have another fund to resort to, in addition to that cre- ated by the trust deed. Thus in Carr v. Countess of Burlington, (/) the Earl of Burlington by deed vested lands in trustees for a term, in trust to pay all the debts, which he should owe at his decease in a just proportion, without preference of one debt before another. After the Earl's death his bond creditors were paid a great part of their debts by his executors out of his personal estate, and it was thereupon objected on the part of the simple contract creditors, that the bond creditors ought not to have any benefit of the trust term, until they had waived their preference out of the personal estate. But it was held by Lord Harcourt, that the bond creditors might still come in to be paid the remainder of their debts, in proportion with the simple contract creditors, — for the law gave them the fund of the personal estate, and the party gave them the fund of the trust term, — and the clause, that no debts should have preference, applied only to their satisfaction out of the trust term.(/) {d.) Carr v. Burlington, 1 P. Wms. (e) Pnrefoy ?;. Purefoy, 1 Vern. 28; 228 ; Boazman v. Johnston, 3 Sim. 377, and see Loddington v. Kime, 3 Lev. 433 ; 382; see Anon. 3 Ch. Ca. 54; Child ■«. [Pratt v. Adams, 7 Paige, 615; see Stephens, 1 Vern. 102; Wolestoncroft Stoddard u. Allen, 1 Rawle, 250.] V. Long, 1 Ch. Ca. 32; Hamilton v. (/) Carr i). Countesss of Burlington, 1 Houghton, i(6t««pra. ' P. Wms. 228. ' Codwise v. Gelston, 10 John. 517 ; Hays v. Heidleberg, 9 Barr, 203. But in general, a creditor who has received a benefit under an assignment, cannot af- terwards irapeaoh it, but must comply with its provisions. ■ Adlum v. Yard, 1 Rawle, 163: Pratt v. Adams, 7 Paige, 615; 'Burrows «. Jennings, 7 Mis. 424; Jewett V. Woodward, 1 Edw. Ch. 195. 476 OF TRUSTEES FOR THE PAYMENT OF This decision was questioned by Lord Hardwicke on two occa- sions ;{g) but the modern case of Boazman v. Johnston,(^) before Sir L. Shadwell, V. C, is to the same effect as that of Carr v. Countess of Burlington, *although it does not appear to have beeh L -I decided on the authority of that case. There a husband and wife assigned a beneficial lease, their joint property, to trustees, to sell and pay certain debts of the husband, some of which were se- cured by his bonds, and others by mortgages of his estates, and at the same time the husband by another deed conveyed those mort- gaged estates, in trust after the death of himself and his wife, to be sold for the benefit of their children. Upon the death of their pa- rents the children instituted a suit to have the trusts of these deeds carried into execution. By the decree the beneficial lease was or- dered to be sold, but the proceeds of the sale proved to be insufficient to pay off in full the bond debts and also the debts secured by the mortgages ; and a question arose at the hearing on further directions, whether the bond creditors had not a right to throw the mortgagees upon the estates comprised in the mortgages, at any rate to the ex- tent of the deficiency of the proceeds of the leasehold to pay the bond debts in full; but it was held by the Yice-Chancellor, that the bond creditors were not entitled to more than was given by the trust deed, and consequently that they could only share the produce of the leasehold, pro rata with the mortgagees. His Honor appears to have rested his decision mainly on the fact of the creditors taking under the deed merely as volunteers. (i) Although the deed of trust is for the payment of such creditors, as shall come in and accept its provisions within a certain time, as within a twelvemonth, a creditor will not necessarily be excluded, although he does not come in within the prescribed time ;' but after that time is elapsed, a bill may be exhibited to compel the creditors who stand out to come in, or renounce the benefit of the trust.(fc) Where by the terms of the trust deed, no creditors are to be paid under its provisions, until their claims have been investigated and allowed by the trustees, a creditor can claim no benefit -under the deed, and cannot apply to the court to enforce its performance, until he has submitted his debt to the trustees for their investigation, or (g-) Barwell v. Parker, 2 Ves. 364; (A) Dunch v. Kent. 1 Vem. 260; and Lloyd ■». Williams, 2 Atk. 110. see Spottiswoode d. Stockdale, Coop. (A) 3 Sim. 377. 102. (i) Boazman v. Johnston, 3 Sim. 382. 'Tennant v. Stoney, 1 Rich. Eq. 222 ; Hosack v. Rogers, 6 Paige, 415; See De Caters v. Le Roy de Chamont, 2 Paige, 490; but contra, PhcBnix Bank i). Sul- livan, 9 Pick. 416; Pierpont v. Graham, 4 Wash. C. C. 232 ; Stoddard v. Allen, 1 Eawle, 250; Dedham Bankt). Richards, 2 Metcalf, 105. DEBTS UNDER A DEED. 477 until the trustees having been applied to, have refused to enter upon that investigation.(Z) And if the trustees are invested with an absolute discretion to re- ject or allow the claims of all lawful creditors, the court cannot on the application of any creditor interfere with them in the exercise of that discretion. (m) However, the court will be relucta'nt to concede to the trustees the exercise of so unreasonable an authority, and if possible it will adopt such an interpretation of the trust as will nega- tive the existence of such a power.(wy A trust created by deed for the payment of simple contract or other debts, which do not bear interest, will not of itself change their nature, so as to make them carry interest in future. This, however, at one time appears to have been not altogether free from doubt. For in the report of the case of Carr v. Countess of Burlington,(o) Lord Harcourt is represented to have declared, that by the creation of the trust term for the ^payment of debts the simple con- r^^ 04.-1-1 tract debts became as debts due by mortgage, and conse- ^ J quently should carry interest, although Mr. Cox in his note observes, that no such declaration as this appears in the registrar's book. Again, in Bardwell v. Parker,(p) Lord Hardwicke, although dissent- ing from the doctrine laid down as above in Carr v. Countess of Burlington, said, " that if a man in his life creates a trust for pay- ment of debts, annexes a schedule of some debts, and creates a trust term for the payment, as that is in the nature of a specialty, that (0 Wain V. E. of Egmont, 3 M. & (0) 1 P. Wms. 229; and see Bottom- K. 445. ley 0. Fairfax, 1 P. Wms. 334; Max- Cm) 3 M. & K. 448. well v. Weltenhall, 2 P. Wms. 27; Loyd (n) See 3 M. & K. 448 ; and Nunn v. v. Williams, 2 Atk. 111. Wilsmore, 8 T. R. 521. (p) 2 Ves. 364. ■ The preference of a ficlitious debt renders an assignment void. Irwin v. Keen 3 Whart. 347 ; Webb v. Daggett, 2 Barb. S. C. 10. A general provision for the pay- ment of debts in an assignment, will not include debts founded on an usurious consideration. Pratt v. Adams, 7 Page, 617; Beach u. Fulton Bank, 3 Wend. 584. Where, however, such debts are specifically provided for, it was held in Green 1;. Morse, 4 Barb. S. C. 332; and Pratt v. Adams, 7 Paige, 641, that the as- signee cannot refuse to pay them. But in Morse u. Crofoot, 4 Comstock, 114, it was said that where, subsequently to an assignment, a bill had been sustained to avoid a note specially preferred in the assignment, it would be the duty of the trustees to refuse payment thereof. Though there be such specific provision for a debt, the usurious excess cannot be recovered from the trustees ; Pratt v. Adams, see Green V. Morse, «/ siipr; though this was doubted in the latter case. In an opinion of Chan- cellor Kent, printed in 6 Humph. 532, itwas said bythat distinguished Jurist, that a preference in an assignment by a corporation for notes illegally issued by it for moneys borrowed, was valid. A general direction to pay debts in a will doesnot apply to a debt which is nudum pactum, or not a legal debt, at the testator's death. Rogers v. Rogers, 3 Wend. 503 ; Chandler v. Hill, 2 Henn. & M. 124. 478 OF TRUSTEES FOR THE PAYMENT OF will make these, though simple contract debts, carry interest.'Yo) But the distinction, as to the effect of scheduling the debts, does not appear to have been attended to ; and it is now settled, that a triist by deed for the payment of debts, though scheduled, will not make them bear interest, which they would not otherwise carry.(r) And it is immaterial, that the direction is for the payment of debts with interest if there are any specialty debts, to which that direction can be held to apply.(s) It will of course be otherwise, where there is an express direction for the payment of interest, or where it is part of the contract, that the debts should be payable with interest.(t) Debts which from their nature carry interest, must of course be paid wiljh all arrears of interest up to the time of payment.' But in the case of bond debts, the creditors will not be entitled to receive more for principal and interest, than the amount of the penalty secured. (m) If any fund has been actually realized under the trusts of the deed for the payment of debts, but instead of being applied immediately in discharge of the debts, it is invested by the trustees on securities bearing interest, and the interest is accumulated, the creditors, though by simple contract, will be entitled to interest on their re- spective debts at four per cent., as interest was actually made from their fund, (a;) It is settled, that a general devise or charge hi/ will for the pay- ment of debts out of real estate, will prevent the Statute of Limita- tions from running against such debts, as are not barred at the time when the will comes into operation, viz., the death of the testa- tor ;(!/'f although a debt, upon which the Statute of Limitations has (5) Stewart v. Noble, Vern. & Scriv. 588 ; Stewart v. Noble, Vern. & Scriv. 528 ; and see Creuze v. Hunter, 2 Ves. 536. ]un. 157; 4 Bro. C. C. 316; Tait v. («) Anon. 1 Salk. 154; Burke v. Norlhwick:, 4 Ves. 618. Jones, 2 V. & B. 284; Hughes ?;. (r) Shirley v. E. Ferrers, 1 Bro. C. G. Wynne, 1 M. & K. 20. 41; Hamilton?). Houghton, 2 Bligh, 169. {x) Pearoe v. Slocombe, 3 Y.& Coll. (s) Hamilton v. Houghton, ,2 Bligh, 84. 187; and see Tait i). Lord North wick, (?/) Fergus v. Gore, 1 Sch. & Lef. 4 "Ves. 618. 107; Hargreaves v. Mitchell, 6 Mad, (() See Hamilton v. Houghton. 2 3a6 ; Hughss «. Wynne, T. & R. 307; Bligh; 184; Bath v. Bradford, 2 Ves. Cral'lan v. Oughton, 3 Beav. 1. [But see Story, Eq. § 154, n.] ' In Bryant v. Russell, 23 Pick. 508, it was held that in an assignraent.for the benefit of scheduled creditors, holding notes and drafts, the latter were to be paid with interest from the time of maturity. But in Mann's Appeal,, in Re Pieschs Estate, March, 1853, the Supreme Court of Pennsylvania ruled, that where cer- tain notes were preferred in an assignment, the preference extended to principal 1 only, and not to interest. But see Winslow r. Ancrura, 1, McCordCh, 100. As to insolvent assignments, see Matter of Murray. 6 Paige, 204; PritchelU. Mur- ray, Saxton, 571. ' With regard to personal estate, the statutes of various of the States have DEBTS UNDER A DEED. 479 already taken effect at the time of the testator's death, will not be revived by such a direction. (z)' The principle of these decisions is, that the Statute of Limitations does not run against a trust, and it, applies equally to a trust created hy deed for the payment of debts, and whether the property subjected to the trust consist of real or personal estate. Upon principle, there- fore, it may unquestionably be laid down (although the point does not appear to have been directly decided), that a trust, created hy deed for the payment of debts generally, will prevent the operation of the Statute of Limitations upon all debts, which are not barred at the time of the execution of the *deed; although such a r^.q^o-| trust will not revive any debt, the right to recover which ^ ^ may have been previously lost by the effluxion of time.(a)^ An assignment or conveyance in trust for the payment of debts usually specifies the mode of raising the money for the purposes of (z) Burke v. Jones, 2 V. & B. 275. (o) See Burke v. Jones, 2 V. & B. 281, 2. fixed A certain period within which claim must be made by creditors, after which the debts are barred, without reference to the principle that the executor is a trustee by implication. Agnew v. Fetterman, 4 Barr, 56; Man v. Warner, 4 Whart. 455; Carrington v. Manning, 13 Alab. 611 ; Mills v. Bunstead, 20 Pick- ering, 2. Real estate, moreover, being equally a fund for the payment of debts with personalty, and the distinction between specialty and other creditors being generally obsolete, the rule as to real estate stated in the te.\t is not regarded with favor. Ibid;Sraithu Porter, 1 BJnn. 209; Hinesu. Spruill, 2 DeV. & Batt. Eq.93. But the general principle was recognised in Lewis v. Bacon,' 3 Henn. & M. 89; Man V. Warren, 4 Wharton, 477 ; Agnew D. Fetterman, 4 Barr, 56; Roosevelt t). Mark, 6 John. C. R. 264; Rogers v. Rogers, 3 Wend. 503. A devise in trust for the payment of debts will prevent the lien of a judgment from expiring by lapse of time. Baldy «. Brady, 15 Penn. St. R. Ill; Alexander v. McMurry, 8 Watts, 513. So in Bank U. S. v. Beverly, 1 How. U. S. 134, it was held, that where there was an unexecuted trust to pay debts which had by a. previous decision of the court, been decided to be unpaid in point of fact,-lapse of time was no bar. But there must be a clear express trust for the payment of the debts, in such case, Agnew v. Fetterman, 4 Barr, 56; Carrington v. .Manning, 13 Alab. 611. Therefore, where a testator directed his debts to be paid) and devised his wife all his estate, and appointed her executrix, no trust was created which took debts out of the statute. Agnew t).- Fetterman. ' PraU V, Northam, 5 Mass. 113; Agnew v, Fetterman, 4 Barr, 56; Roosevelt V. Mark, 6 John. C. R. 264 ; Walker v. Campbell, 1 Hawks, 304 ; Smith v. Por- ter, 1 Binn. 209; Carrington v. Manning,- 13 Alab. 611; Murray i;. Mechanics' Bank, 4 Edw. Ch. 567 ; Rogers v. Rogers, 3 Wend. 503; but see Lewis i;. Bacon, 3 Henn. & M. 89. ^ It has been held, however, in the United States, that an assignment for the benefit of creditors (Reed v. Johnson, 1 Rhode Island, 81), or an insolvent as- signment (Christy v. Flemington, 10 Barr, 128), will not prevent the running of the statute as against the assignor, though the debts be expressly named therein. But though the debtmay be barred at law, the creditors may nevertheless enforce the trust deed in equity. Gary w. May, 16 Ohio, 66. 480 OP TRUSTEES FOR THE PAYMENT OP the trust, by directing the sale or mortgage of the property by the trustees for that purpose. However, in the absence of any 'such ex- press direction, if the amount of the sum to be raised, and the whole scope of the deed, show that the parties must have intended a sale a sale will be properly made ; for in expounding trusts, though created by deed, the intention of the parties is to be pursued as much as in cases of wills. (6)^ Thus on one occasion it was held, that a conveyance of lands to the use of trustees and their heirs, until they had raised hy sales and profits sufficient to pay the scheduled debts, authorized a mortgage by the trustees.(c) Where property is conveyed to trustees for the payment of debts generally, they are enabled to make a good title to a purchaser, or mortgagee, who is not bound to ascertain the necessity of the sale, or to inquire as to the existence of any unpaid debts,(d) or to see to the application of the purchase-money ; and in case of any misap- (b) Sheldon I). Dormer, 2 Vern. 310; Slroughill v. Anstey, 12 Eng. Law & and see Ivy v. Gilbert, 2 P. Wms. 13 ; Eq. 337.] Mills V. Banks, 3 P. Wms. 1 ; Shrews- (d) Johnson v. Kennett, 3 M. & K. bury I). Shrewsbury, 1 Ves. jun. 234; 631; Shaw v. Borrer, 1 Keen, 559; see Allan v. Backhouse, 2 V. & B. 65 ; Eland v. Eland, 4 M. & Cr. 428 ; Forbes Wilson V. Halliley, 1 R. & M. 590; 1 v. Peacock, 11 Sim. 152, 160. [See Sugd. Pow. 116, etseq. 6lh ed. ; et vide Doe o. Hughes, 3 Eng. Law & Eq. post, next section. 354.] Page ti. Adam, 4 Beav. 269; vide (c) Spalding v. Shalmer, 1 Vern. 301 ; post, [p. 342, 363, 506,and note.] and see Ballt). Harris, 8 Sim. 485. [See ' A power to sell and convey is necessarily implied on a conveyance for the payment of debts, Williams v. Otey, 8 Humph. 563. In a deed of trust for pa)'- raent of debts, a power to sell can only be exercised under the circumstances pointed out by the deed. Walker v. Brungard, 13 Sm. & M. 723. Lands were conveyed in trust, first, that the debts of the grantor should be paid out of the rents and profits; second, for the support of the grantor, his wife and children; and third, at his death, to be divided among his children: it was held that the trustee had no power to sell for the payment of debts or for any other purpose. Mundyti. Vattier, 3 Grattan, 518. In Linton u. Boly, 12 Missouri, 567, it was ruled that an unsealed instrument of writing conveying land in trust, to secure the payment of a debt, was not sufficient of itself to authorize a sale by the trustee, but created only an equitable lien, to be enforced by a court of equity. Where, however, a trustee for the payment of debts sells without authority, but in his capacity of trustee, and in the presence and with the acquiescence of the cestui que trust, the purchaser will take a good title in equity. Spencer v. Haw- kins, 4 Ired. Eq. 288. It seems that a general assignment for creditors of " goods, chattels, book accounts, stock, and all other estate and effects," does not give the assignee a power of sale over real estate, without express words. Baker ii. Crookshank, 1 Whart. Dig., 6th ed.. Debtor and Creditor, pi. 370 ; see post, 355, and 371, and notes. In Plank v. Schermerhorn, 3 Barb. Ch. 644; it was held that a clause in an assignment empowering the assignee to mortgage or lease the assigned estate, is void as to creditors. DEBTS UNDER A DEED. 481 propriation of the trust fund, the creditors must seek their remedy against the trustees. (e)(1)' But the law was otherwise prior to the late act 7 & 8 Vict. c. 76, where the trust was for the payment of some particular debt men- tioned in the deed,(/) or of the debts specified in a sehedule.[g) Although, if the nature of the trust rendered it necessary that the trustees should retain the purchase-money under their management for any time, after the sale was effected, or if the deed gave them (e) Shaw v. Borrer, 1 Keen, 559; ed.; Jones i;. Price, 11 Sim. 558; Glyn Culpepper v. Aston, 2 Ch. Ca. 115; ■«. Locke, 3 Dr. & W. 11. Anon. Salk. 153; Dunch v. Kent, 1 (/) Doran v. Wiltshire, 3 Sw. 701 ; Vern. 260; Jenkins v. Hiles, 6 Ves. Elliot v. Merriman, Barn. 78; and 1 654, n.; Williamson v. Curtis, 3 Bro. C. Keen, 573, stated; S. C. 2 Atk. 41. C. 96; Doran u. Wiltshire, 3 Sw. 699, (g) Spalding v. Shalmer, 1 Vern. 701 ; 2 Sugd. V. & P. 32, at seq. 9th 301 ; Lloyd v. Baldwin, 1 Ves. 173. (1) It was laid down on one occasion by Lord Hardwicke, that where there had been a decree in a creditor's suit for the payment of debts, which were charged generally on the estate, the purchaser could not safely pay over the money to the trustees ; for the decree reduced it to as much certainty as a schedule of the debts, Lloyd u Baldwin, 1 Ves. 173; and see Walker v. Small wood, Ambl. 677. However, it is stated by Sir Edward Sugden to be now the prevailing opinion, that the purchaser is not in such a case bound to see to the application of the money. The course is for him to apply to have the purchase-money paid into court, and then the court takes upon itself the application of the money. 2 Sugd. V. & P. 34, 9th ed. [Wilson v. Davisson, 2 Rob. Va. 385; Coombs v. Jordan, 3 Bland. 284.] ' Williams v. Otey, 8 Humph. 568; Garrett v. Macon, 2 Brocken. 185; 6 Call. 388; Grant v. Hook, 13 S. & R. 259 ; Bruchi). Lantz, 2 Rawle, 392; Hannum v. Spear, 1 Yeates, 553; 2 Dall. 291; Cadbury •«. Duval, 10 Barr, 267; Dalzell v. Crawford, 1 Pars. Eq. 57 ; Hauser v. Shore, 5 Ired. Eq. 357 ; Gardner v. Gardner, 13 Pick. 393; see Lining u. Peyton, 2 Desaus. 378; Redheimer v. Pyron, 1 Spear's Eq. 141; Lock v. Loraas, 11 Eng. L. & Eq. 154. When, however, the trust is for the payment of scheduled or specified debts, it seems the purchaser is bound to see to the application of the purchase-money. Gardner v. Gardner ; Cadbury v. Duval ; Dalzell v. Crawford, ut supr. ; Wormley v. Worraley, 8 Wheat. 422 ; though see the remarks of the American editor in notes to Elliott v. Merry- man, 1 Lead. Cas. Eq. 75, as to devises for payment of debts. If there be collu- sion, or the purchaser has notice that the sale is unnecessary, or out of the line of the trust, he is liable in all cases. Potter v. Gardner,. 12 Wheat. 498 ; Garrett V. Macon, ut supr.; see Redheimer «. Pyron, ut supr. As to the effect of the knowledge of a purchaser from trustees for payment of debts under'a devise, that the debts are satisfied, see post, 506,note. But failure to see to the appli- cation of the purchase-money, where the power to sell has been properly exer- cised, will not affect the purchaser's title at law, D'Oyley v. Loveland, 1 Strobh. Eq. 46; it would only make him a constructive trustee. The English doctrine on this subject is not favored in this country. See Dalzell v. Crawford, 1 Pars. Eq. .57; Redheimer "u. Pyron, 1 Spear's Eq. 141; notes to Elliott v. Merryman, ut supr.; and see Stroughill «. Anstey, 12 Eng. L. &Eq. 357; see also post, 363, and note; and as to purchasers from executors, of personalty, ante, 166, and note. 31 482 OP TRUSTEES FOR THE PAYMENT OF the power of giving discharges for the purchase-money, the purchaser would not have been bound to see to its application in payment of the debts, though they were scheduled, [h) And in the case alluded to. Sir Wm. Grant on general grounds expressed *his strong L -I disapprobation of the doctrine, that a purchaser was bound to see to the application of the money, because the debts were scheduled. («') So an express clause, giving the trustees power to give receipts, and declaring that the purchaser shall not be bound to see to the ap- plication of the money, would clearly exonerate him from that lia- bility even with regard to scheduled debts. (A;)(l) Whether the trust be for the payment of debts generally, or of such as are scheduled, a purchaser from the trustees will not be affected by the circumstance that more of the estate was sold than was required for the purposes of the trust. (Z) It was laid down on one occasion by Lord Eldon, that if the pur- chase were not from the original trustees, but from others, to whom they had conveyed the estate, the purchaser would be bound to see to the application of the money, though the trust were for the pay- ment of debts generally. («i) And this follows from the principle dis- cussed in a preceding chapter, as to the effect of a unauthorized con- veyance of the trust estate by a trustee. (w) It is no objection to a deed of trust for the payment of debts, that the trustees are themselves creditors, who are to benefit by the exe- cution of the trust, (o) However, in such a case the trustees have no power, analogous to that of executors, of preferring their own debts, but they must apply the trust fund in discharge pf all the debts Qi) Balfour ■«. Welland, 17,Ves. 151; {I) Culpepper v. Aston, 2 CL Ca. and see Doran v. WiRshire, 3 Sw. 699. 115 ; Spalding v. Shalmer, 1 Vera. 301. [SeeDalzellu. Crawford, 1 Pars. Eq. 57.] [See post, 480, and note.] (i) 16 Ves. 156. (m) Braybroke i;. Inskip, 1 Ves. 417. (4) Binks V. Lord Rokeby, 2 Mad. (n) Ante, p. 175. 227, 339 ; and see Uoper v. Halifax, 2 (o) See Balfour v. Welland, 16 Ves. Sugd. Pow. 501, App. 3 ; Jones v. Price, 151 ; Boazman v. Johnston, 3 Sim. 377; 1 1 Sim. 557. Acton v. Woodgate, 2 M & K. 492. (1) The recent act (7 & 8 Vict. c. 76) has made a material alteration ia the law respecting the liability of purchasers paying money to trustees. The 10th section of that act provides, " That the boni, fide payment to, and the receipt of, any person, to whom any money shall be payable upon any express or implied trust, or for any limited purpose, shall effectually discharge the person paying the same from seeing to the application or being answerable for the misapplica- tion thereof, unless the contrary shall be expressly declared by the instrument creating the trust." However, the 13th section declares, that the act shall not extend to any deed, act, or thing executed or done, or (except as to contingent re- mainders) to any estate, right, or interest created before the 1st of January, 1845. But see this subject further considered, post, Ch. HI. of this Division. DEBTS UNDER A DEED. .483 equally without distinction,(p) unless indeed by the terms of the deed itself a priority is given to their own or any other debt.(5')' A trust deed for the payment of debts is favorably regarded in equity, and it will be supported, if possible, notwithstanding any technical informality which may invalidate it at law.(r) For in- stance, where a party, with power of leasing in possession, granted a lease to commence in futuro, in trust for the payment of his debts, the lease was supported by the court, owing to the nature of the trust. (s) And so a covenant to stand seised of lands to the use of a person, in consideration of his paying the debts of the covenantor out of the profits of the lands, does not import such a consideration, as will be sufficient at law to raise a use in the ^trustee ;(t) r-^^nAA-, but, on the principle that has just been stated, this doubtless *- -■ would be established in equity as a good equitable conveyance. It may also be observed here, that a trust for the payment of debts is expressly exempted from the operation of the Thellusson Act (39 & 40 Geo. III. c. 98), which restricts the period for which the income of property may be accumulated. If there be any residue of the trust estate after payment of the debts, the surplus will remain vested in the trustees for the benefit of the grantor.(M)^ Trustees of a creditor's deed have no power to compromise suits respecting the estate without an express authority, which must be (_p) Boazman v. Johnston, 3 Sim. [But see in the United States, notes to 382; Anon. 2 Ch. Ca. 54; Child ■!). Ste- Thomas v. Jenks, 1 Am. Lead. Cases, phens, 1 Eq. Ca. Abr. 141; S. C. 1 78, &c.] Vern. 102 ; see 65, n. (2) [post, 359]. (s) Pollard i). Greenville, 1 Ch. Ca. 10. (g) Garrard v. Lord Lauderdale, 3 (t) Lord Pagel's Case, 1 Leon. 194 ; Sim. 1. 4 Cruis. Dig. Tit. 32, ch. 9, s. 25, 6. (r) See Dunch v. Kent, 1 Vern. 260 ; (tt) 3 P. Wms. 251. n. (A.) ; Poole v. Spottiswoode v. Stockdale, Coop. 102. Pass, 1 Beav. 600. 'Harrison v. Mock, 10 Alab. 185; Miles v. Bacon, 4 J. J. Marsh. 468. By accepting the trust, a creditor trustee waives a specific lien by execution. 10 Alab. 185. But in Prevost v. Gratz, Peters' C. C. R. 373, it was held that the rule which prohibits a trustee from acquiring an interest opposed to his cestui que trust, or principal, did not apply to the case of a bona fide creditor who became so prior lo the assumption of his fiduciary character ; and, therefore, that such a trustee might purchase a judgment against his cestui que trust. 2 Dubose V. Dubose, 7 Alab. 23 5 ; Hall v. Denison, 1 7 Vern. 311; Rahn v. Mc- Elrath, 6 Watts, 151. As to whether an express reservation of the surplus will avoid an assignment, the cases in the United States are at variance. See ante, note to page 336, and notes to Thomas v. Jenks, 1 Am. Lead. Cases, 2d ed. 93. The surplus in the hands of the trustee, after payment of debts, may be reached by non-assenting creditors, by attachment ; Hearn v. Crutcher, 4 Yerg. 461 ; Todd V. Buckman, 2 Fairf. Maine, 41; Dubose v. Dubose, 7 Alab. 235; by the. trustee process ; Hastings v. Baldwin, 17 Mass. 558 ; or by bill in equity, Vernon v. Mor- ton, 8 Dana, 247 j Wright v. Henderson, 7 How. Miss. 539. 484 OF TRUSTEES FOE THE PAYMENT OF either contained in the deed, or conferred upon them at a meeting of the creditors. And if they enter into any compromise without that authority, they will be held responsible to the creditors, if it should be found to have been an improper arrangement, (a;)' And the trustees will not be justified in committing the entire management of the property to an agent, although they are empow- ered by the deed to employ a person to make out the accounts and collect the debts.^ And it will not be a sufficient answer to a suit against them by the creditors for an account, to say, that the ac- counts and vouchers are in the possession of the agent, who had gone abroad. («/) 2d. 0/ Trustees for the Payment of Debts under a Devise. Upon the death of an individual the law vests his personal estate in his personal representatives, as a fund for the payment of his debts ; and it is not in the power of a testator to create a special trust of his personal estate for that purpose, so as to withdraw it from the administration of his executors. (s) This doctrine was de- nied by Lord Brougham, Ch., in the case of Jones v. Scott, when it came before him on appeal;(a) but his Lordship's decision in that case was afterwards reversed by the House of Lords ;(J) and the doc- trine, as thus finally decided, has been recognised and acted upon in {x) Shepherd v. Towgood, 1 T. & R. (z) Jones v. Scott, 1 R. & M. 255, 261. 379, 390. (a) Ibid. 267. (i/) Turner v. Corney, 5 Beav. 515. (6) Jones v. Scott, 4 CI. & Fin. 398. ' A power given to the assignees to compound with creditors makes an assign- ment void. Wakeraan v. Grover, 4 Paige, 24 ; 11 Wend. 187; Hudson v. Maze, 3 Scamm. 579. Otherwise, of a power to compromise with debtors. Robins v. Embry, 1 Sm. & M. Ch. 207 ; see Meacham v. Sterns, 9 Paige, 398. Trustees in general have no power to sell on credit, Swoyer's Appeal, 5 Barr, 379 ; Nichol- son V. Leavitt, Court of Appeals, New York, 1 Am. Law Reg. 181; Estate of Davis, 5 Wharton, 530; and a provision in an assignment authorizing them to do so would invalidate it. Nicholsons. Leavitt; contra in Massachusetts, Hopkins V. Ray, 1 Metcalf, 79. So of any other provision tending to delay creditors. Notes 10 Thomas v. Jenks, 1 Am. Lead. Cas. 89. Thus a clause empowering the trustees to mortgage or lease the assigned estate, Plank v. Schermerhorn, 3 Barb. Ch. 644 ; or to sell or encumber, Barnum v. Hempstead, 7 Paige, 568, is void. ^But the employment of agents in the management of the trust estate is not objectionable, whether expressly stipulated or not; Hennessey «. Western Bank, 6 W. & S. 300; Pearson v. Rockhill, 4 B. Monr. 296 ; Kelly v. Lank, 7 B. IWonr. 220; and though such agent be the assignor of the estate. Filler u. Maitland, 5 W. & S. 307; Pearson v. Rockhill, 4 B. Monr. 296 ; Shattuck v. Hexman, 1 Met- calf, 10; Planters' Bank v. Clarke, 7 Alab. 765; Jones v. Whitbread, 5 Engl. L& Eq. 431. The assignees may, it seems, convey by attorney. Blight i). Schenck, 10 Barr, 285. DEBTS UNDEE A WILL. 485 subsequent cases.(c) It is therefore now conclusively established, that a trust by will for the payment of the testator's debts out of his per- sonal estate has no legal operation.' A trust, therefore, for the payment of debts (so far as it forms the subject of discussion in the present work) can be created by will only with regard to the real estate of the testator. And a trust of this description is unaffected by the statute 3 & 4 Will. IV-. c. 104, which makes freehold and copyhold estates assets for the payment of simple contract and other debts. For the operation of that act is expressly confined to those estates, which the person dying " shall not by his last will have charged with, or devised subject to the payment of his debts, "(ti) At common law the real estates of a deceased person were not liable to the payment of his simple contract debts, unless made so liable by his *will. This rule of law was partially altered in the r;^q4.c-i case of traders by the statute of 47 Geo. III. c. 74, which L -i was repealed and amended by 1 Will. IV. c. 47. And as has been already seen, it is now wholly done away with by the recent act of 3 & 4 Will. IV. c. 104. However, the courts from an early period endeavored to give ef- fect to a general direction by a testator for the payment of all his debts, by construing it into a trust for their discharge out of his real estate, in case of the deficiency of the personalty for that purpose. (e)^ (c) Freake v. Cranefeldtj 4 M. & Cr. (e) 2 Jarm. Pow. Dev. 644, et seq.; 499; Evans •!). Tweedy, 1 Beav. 55. [2 Jarm. Wills, Perkins' Ed., k 512, (d) See Charlton •<;. Wright, 12 Sim. &c.;] 1 Hop. Legs. 573, et seq.; 6 274, [and Collins v. Robhins, ll'Jur. Cruis. Dig. Tit. 31, ch. 16, s. 7, et seq. 364, 1 De Gex & Sm. 139]. [See Moore's v. Whittle, 15 Eng. L. & Eq. 434.] ' See Carrington v. Manning, 13 Alab. 628 ; Lewis v. Bacon, 3 Henn. & M. 106 ; Hines v. Spruill, 2 Dev. & Batt. Eq. 93 ; Agnew v. Fetterman, 4 Barr, 62. As in most of the United States, real estate is assets for t^ie .payment of debts, many of the principles stated in the text are less applicable than in England. Ibid. Hoover v. Hoover, 5 Barr, 357 ; Walker, Est., 3 Rawle, 241 ; Mr. Sumner's note to Kidney v. Cousmaker, 1 Ves. Jur. 436 ; and see the remarks on the act of Will. IV. in Collins i;. Robins, 11 Jur. 364, 1 De G. & S. 139. But trusts for the pay- ment of debts created by will, have been recognised in various cases (see Gard- ner «. Gardner, 3 Mass. 178), and given a special effect. Thus, a sale by thle trustee under such circumstances, will discharge the land in Pennsylvania from the statutory lien of the testator's debts. Cadbury ■«. Duval, 10 Barr, 267. So, such a trust will prevent the lien of judgments from expiring for want of revival. Baldy i;. Brady, 15 Penn. St. Rep. Ill; Alexander v. MoMurrey, 8 Watts, 504; see ante, nofe2topage 341. But in Bull ■«. Bull, 8 B.Monr. 332, it was held that, under the act of 1839, of Kentucky, providing for the rateable paymentof debts out of the real ^ estate, on the deficiency of the personalty, a testator could not, by a trust in his will, prefer one set of creditors to another ; and see Sperry's Est, 1 Ashm. 347. 2 Story's Eq., J 1245, &c. But see Carrington v. Manning, 13 Alab. 628; Hines V. Spruill, 2 Dev. & Batt. Eq. 93; Sears v. Lewis, 14 Mass. 83. 486 OP TRUSTEES I"OB THE PAYMENT OF And as the statute 3 & 4 "Will. IV. c. 104, does not alter the opera- tion of a devise or charge for the payment of debts, the decisions upon the effect of expressions in creating such a charge, continue binding authorities at the present day.(/) It has been settled by a series of cases, commencing from a very early period, and continu- ing down to the present time, that a general introductory or prefa- tory direction by a testator for the payment of debts, followed by a - disposition of the real and personal estate, will amount to a trust for the discharge of the debts, if necessary, out of the real estate. For instance, if the testator direct — " that all his debts shall, first, or in the first place, be paid and satisfied," or uses words to that effect ;(o) or if a similar payment be directed, (without expressing, that it is to be made in the first place ;{h) ) and these directions are followed by a general devise of real and personal estate ; or if he make a general devise of his estate ^^his debts and legacies leing first deducted ;"[i) or " being first satisfied ;" {h) or " after payment of his debts," kc.;(l) in all these cases it has been held, that a trust was created for the payment of the debts out of the real estate in aid of the personalty. And if the will be confined exclusively to the disposition of real estate, it has been held that a simple direction by the testator, that his debts should be paid, will operate as a charge on the realty.(m)^ (/) See Lord Cottenham's observa- v. Graves, 8 Sim. 43, 55, 6 ; overruling tions in Mirehouse v. Scaife, 2 M. & Cr. 708, as corrected in Bali v. Harris, 4 M. & Cr. 269. (g) Bowdler v. Smith, Prec. Ch. 264 ; Tonh V. Vernon, Prec. Ch. 430; S. C. 1 Vern. 708 ; Beachoroft v. Beachcroft, 2 Vern. 690 ; Hatton v. Nicholl, Ca. Temp. Talb. 110; Stranger v. Tryon, 2 Vern. 709, n.; Leigh ■«. Earl of Warrington, 1 Bro. P. C. 511; Earl of Godolphin v. Penneck; 2 Ves. 271 ; Coombes v. Gib- son, 1 Bro. C. C. 273; Kentish v. Kent- ish, 3 Bro. C. C. 157; Knightley v. Knightley, 2 Ves. jun. 328 ; Williams v. Chitty, 3 Ves. jun. 545 ; Clifford v. Lewis, 6 Mad. 33 ; Ronalds v. Feltham, T. & R. 418 ; Mirehouse v. Scaife, 2 M. & Cr. 695; Price ■«. North, iPhill. 85; ShawiJ. Borrer, 1 Keen, 559, 573; Ballt). Harris, 8 Sim. 485, and 4 m'. & Cr. 266. [Point- dexter t). Green, 6 Leigh, 504 ; see Story's Eq., § 1245, &o.] (A) Jones v. Williams, 1 Coll. 156; Clifford V. Lewis, 6 Mad. 33, 38 ; Finch V. Hattersley, 3 Russ. 345, n.; Walker v. Hardwick, 1 M. & K. 396, 402 ; Graves a dictum of Sir J. Leach, M. R., to the contrary in Douce v. Torrington, 2 M. & K. 606 ; [see Gardner v. Gardner, 3 Mason, 178; Trent D.Trent, Gilm. 174; Sands v. Champlin, 1 Story R. 376.] (j) Newman v. Johnson, 1 Vern. 45. [Story's Equity, ^ 1245, &c.] (Jc) Harris v. Ingledew, 3 P. Wms. 91. [Darrington v. Borland, 3 Port. 9.] (Z) Tompkins v. Tompkins, Prec. Ch. 397; Smalloross v. Finden, 3 Ves. 739; Withers v. Kennedy, 2 M. & K, 607; see Batson v. Lindegreen, 2 Bro. C. C. 94; Clark v. Sewell, 3 Atk. 100; Kidney V. Coussmaker, 1 Ves. jun. 440 ; Bridg- man v. Dove, 3 Atk. 201 ; King?). King, 3 P. Wms. 359. [Lupton v, Lupton, 2 J. C. R. 614; Lewis v. Bacon, 3 Henn. & M. 89 ; White v. Olden, 3 Green Ch. 343; Fenwick v. Chapman, 9 Peters, 461; Peter u. Beverly, 10 Peters, 562; Hudgen v. Hudgen, 6 Gratt. 320; Dunn V. Keeling, 2 Dev. 285; Moores v. Whittle, 15 Eng. L. & Eq. 433.] (m) Harding v. Grady, 1 Dr. & W. 430. ' Where real and personal estates are blended, the former is equally charge- DEBTS UNDEE A WILL. 487 In these cases, however, the trust for the payment of debts arises only by implication, as being necessarily intended by the testator; it may therefore be rebutted, provided anything can be found in other parts of the will inconsistent with the intention to create such a trust. (m) Thus in Thomas v. Britnell,(o) a testator first ordered all his debts *and funeral charges to be honorably paid immediately after p^q^p-, his decease. In a subsequent clause he devised particular L -' premises, enumerating them, and excepting H. and H., to trustees in the first place to pay and discharge his debts, funeral expenses, and legacies ; he then directed, that M. and R. should in the first place be for payment of the legacies mentioned in his will. Sir John Strange, M. R., said, that though on the first part the court might take the whole real estate to be charged with debts, yet as the testa- tor afterwards distributed part of his real estate for debts, and part for legacies, it was too much to lay hold on the general words to say, the whole should be charged with payment of debts : and he accord- ingly held that the creditors were entitled to an account only of the personal estate, and the other parts of the real estate except H. and R. So in Douce v. Lady Torrington,(p) the testator began his will by directing that all his just debts, &c., should be paid with all conve- nient speed after his decease. By a codicil he devised a particular property called " The Lotes" estate, upon trust in the first place to pay an annuity and make other payments, and to apply the surplus in discharge of his simple contract debts. Sir John Leach, M. R., held it to be clear from the codicil, that the testator did not intend a general charge of debts upon the whole real estate, and that the charge was therefore limited to the particular estate devised by the codicil.(^) Again, in Palmer v. Graves,(r) the testator, after commencing his will by directing his just debts, &c., in the first place to be duly paid, subsequently charged a particular portion of the rents and profits with a similar payment, and Lord Langdale, M. R., considered, that the general charge by implication was controlled by the specific charge made in the subsequent part of the will.(r) And the decision of the same learned Judge in the case of Braithwaite v. Brittain,(s) (n) Palmer v. Graves, 1 Keen, 550; Brackett, 5 Metcalf, 280; but see Trent Price V. North, 1 Phill. 86, 7. v. Trent, Gilmer Va. Cas. 174.] (o) Thomas f. Brilnell, 2 Ves. 313. (5) Douce v. Torrington, 2 M. & K. [See Bank U. S. v. Beverly, 1 How. 600. U. S. 134.] (r) Palmer v. Graves, 1 Keen, 545; {p) 2 M. & K. 600. [See Lewis v. sed vide, 1 Phill. 87. Bacon, 3 Henn. & M. 89 ; Adams v. {s) 1 Keen, 206. able with the latter. Adams v. Brackett, 5 Metcalf, 280; Hassanclever v. Tucker, 2 Binn. 525; Ford v. Garthen, 2 Rich. Eq. 270. 488 OF TRUSTEES FOR THE PAYMENT OF is in one of its points to a similar effect. But in the later case of Graves v. Graves,(f) a testator began his will by directing that all his debts, &c., should be paid as soon as conveniently might be after his decease. He afterwards devised a particular landed estate to trustees, in trust to sell and apply the proceeds in payment of his debts, &c., so far as his personal estate should be insufficient for that purpose ; and there was a residuary devise of the rest of his real estates upon certain trust. It was held, nevertheless, by Sir L. Shadwell, V. C, upon the construction of the whole will, that the charge of the debts was not confined to the particular estate devised to be sold, but extended to all the testator's real estates.(<) In this case the Vice-Chancellor appears to have founded his judgment prin- cipally upon the anxious desire of the testator, appearing upon the whole will, that all his debts should be paid : although it seems some- what difficult to reconcile the principle of the decision with that of Thomas v. Britnell, and the other cases of that class. Again, in the still more recent case of Jones v. Wiliiams,(M) before V. C. Knight Bruce, a testator began his will by a general direction for the payment of his debts, in words which, according to the gene- ral rule, amounted to a charge of the debts on the realty ; there was „ a subsequent devise of a *particular estate to his wife, in trust L -'to sell and apply the proceeds in further aid and discharge of his debts. His Honor held that there was not a sufficient expression of an intention to do away with the preliminary general charge of debts, and that the whole real estate consequently remained so charged.(M) However, it is clear, that where a general direction in a will for the payment of debts is followed by a particular direction for their payment out of the personal estate, the subsequent direction is not inconsistent with an intention to charge the real estate also as an auxiliary fund ; and therefore such a direction will not control the operation of the general charge. (a;) Upon the same principle, where the general direction for the pay- ment of debts is, that they shall be paid hy the testator's executors, or by his executors thereinafter named; that will not usually amount to a charge of the debts upon the real estate, unless there is also a devise of real estate to the persons who are appointed executors. For it will be presumed, that the payment is to be made exclusively out of the fund, which by law devolves upon the executors by virtue of their appointment. (?/) (0 Graves v. Graves, 8 Sim. 43. Powell v. Robins, 7 Ves. 209; Willan (u) Jones V. Williams, 8 Jur. 373; 1 v. Lancaster, 3 Russ. 108; Warren v. Coll. 156. Davies, 2 M. & K. 49 ; Wasse v. Hess- (x) Price -u. North, 1 Phill. 35. lington, 3 M. & K. 499, 500; 2 Jarm. (y) Brjgden v. Lander, 3 Russ. 343, Pow. Dev. 654. [See Ford v. Garthen, n.; Keeling v. Brown, 5 Ves. 359; 2 Rich. Eq. 270.] DEBTS UNDER A WILL. 489 Where, however, the executors are also devisees of the real estate, a general direction that all debts shall be paid by them, though de- scribing them as executors, will create a charge upon the realty.(s)' And it is immaterial that the real estate is first devised hy name to the individuals who afterwards are appointed executors, and are di- rected to pay the debts ; for that direction will be held to override the whole interest which the persons, who are named executors, take under the will. (a) But this last rule of construction depends entirely upon the in- tention of the testator to be gathered from the will ;{b) and it will not be applied unless all of the executors take an immediate equal and certain interest under the devise of the real estate. Therefore, in Keeling v. Brown,(c) where the testator directed his debts, &c., to he paid hy his executrix and executors thereinafter named, and then amongst other devises gave to his wife an estate for life in part of his real estate, and appointed her and two other persons, who took no interest in the realty, executrix and executors; Lord Alvanley, M. R., held that there was no charge of the debts on the real estate. (c) And so in Warren v. 'Davies,{d) a testator after directing payment of all his debts and legacies, &c., by his executors thereinafter named, devised part of his real estate to his son in fee, to whom he also gave his residuary real and personal estate, and he appointed his son and another person his executors : Sir John Leach, M. R., held, that the estate devised to the son, who happened to be one of the executors, was not for that reason to be considered as given to the executors, and charged with the payment of the debts and legacies within the intention of the testator.(ci) *And in Wasse v. Hesslington(e) there was a similar general direction for the payment of debts, &c., hy the executors after L -• named, and the testator then proceeded to make some specific devises of his real estates, under which G. P., one of the two persons after- wards named to be executors, took an estate in fee simple in part of the real estates in remainder after the death of the testator's wife, and charged with the payment of a gross sum to T. S. the other ex- (z) Aubrey v. Middleton, 2 Eq. Ca. (i) Symons v. James, 2 N. C. C. 31 1. Abr. 497 ; Finch v. Hattersley, 3 Russ. (c) Keeling v. Brown,' 5 Ves. 359. 345, note ; Henvell v. Whitaker, 3 (d) Warren v. Davies, 2 M. & K. 49. Euss. 343; Dover ■;;. Gregory, 10 Sim. (e) Wasse v. Hesslington, 3 M. & 393. K. 495; and see Symons v. James, 2 (a) Cloudsley u. Pelham, 1 Vern. N. C. C. 301, 310. 411; Barker v. Duke of Devonshire, 3 Mer. 310. ' But in Agnew«. Fetterraan, 4 Barr, 56, where a testator directed his debts to be paid, and then devised all his estate to his wife, and appointed her e.xecutrix, it was held that no trust for debts was created which would take them out of the Statute of Limitations. 490 OF TRUSTEES FOE THE PAYMENT OF ecutor, and the residuary real and personal estate was given abso- lutely to T. H., subject to the several annuities and legacies charged thereon : upon this will the same learned Judge held it to be manifest, that the testator did not intend to subject the real estate given to his executors with the payment of his debts. (e) And where the real estate or any part of it is devised to the ex- ecutors, merely as trustees for other persons, a similar direction for the payment of debts by the executors will not charge the devised estate as against the parties beneficially entitled under the trusts. (/) Although if the trust so declared, of the devised estate, be consis- tent with the intentioa that the debts should be paid thereout, it will be liable to the debts: as where the trust was " by sale or mort- gage to pay whatsoever the testator should thereafter by will or codicil direct. "(. Minnethorpe, 3 ley v. Hurle, 5 Ves. 540; Walker v. Ves. 103 ; Aldridge v. Lord Wallscourt, Hardwick, 1 M. & K. 396. 1 Ball & B. 312; Stapleton v. Stapleton, (<) Hartley v. Hurle, 5 Ves. 640; Ste- 2 Ball & B. 523; Hartley v. Hurle, 5 phenson v. Heathcote, 1 Ed. 37; see 1 Ves. 540. Mer. 224. (g) See Kynaston-u. Kynaston, 1 Bro. DEBTS UNDER A WILL. 495 tain particular charges, as to the payment of " legacies,"(M) or of " funeral expenses and simple contract debts",(a;) yet the principle, that expressio unius est exclusio alterius, will not apply in that case, so as to throw on the real estate those charges, to Ayhich the per- sonalty is not expressly subjected. So, although the testator direct that the real estate shall he charge- able with a particular specified debt, the personalty will notwithstand- ing be liable in the first place to the payment. The mere- circum- stance of the testator having provided an additional fund for the payment of that debt, will not of itself exempt the personalty from its liability. («/) Sir Wm. Grant, indeed, in his judgment in Hancox V. Abbey,(2!) makes a distinction between the eifect of a general and a particular charge in this respect, but those observations, so far as regards the general principle, have been *overruled by the subsequent decisions, and especially by that of Lord Gotten- ■- J ham in the recent case of Bickham v. Cruttwell.(a) Where there is an express bequest of all the testator's personal estate (with or without an enumeration of particular articles), and the will also contains a charge of debts upon the real estate, it is doubtful, from the authorities, whether or not this will of itself ope- rate as a specific bequest of the whole personal estate, so as to throw the debts exclusively upon the realty. There are not wanting cases, in which a gift of this nature has been decided to have that efi"ect, not only where the trustees of the real fund and the executors have been diiFerent persons,(6) (which is doubtless a strong circumstance in favor of the exemption of the personalty),(c) but also where the same persons have been trustees and executors ;{d) and there are dicta both of Sir Wm. Grant(e) and Lord Eldon(/) in favor of the affirmative of this position. But on the other hand, a series of authorities are to be cited, in (u) Brydges D.Phillips, 6 Ves. 567. 145, cited; Bamfield v. Wyndham (a:) Walsoni;.Brickwood,9Ves.447. Preo. Ch. 101; Greene v. Greene, 4 [See Palerson u. Scott, 9 Engl. L. & Eq. Mad. 148, 156; Blount i;. Hipkins, 7 261.] Sim. 43. (y) Noel V. Lord Henly, 7 Pri. 241 ; (c) See Stephenson v. Heathcote, 1 S. C. iDan. 211;Bickharat). Cruttwell, Ed. 38; Button ij.Knowlton, 3 Ves. 108; 3 M. & Cr. 763. [Collins v. Robins, 1 Duke of Ancaster v. Mayer, as staled De Gex & Sm. 131 ; Paterson v. Scott, by Lord Eldon, I Mer. 223,' 4; M'Le- 9 Engl. L. & Eq. 261.] land v. Shaw, 2 Sch. & Lef. 546, 7. (z) 1 1 Ves. 179, 186. (d) Stapleton v. ColviUe, Forrest, 202; (a) 3 M. & Cr. 770. [See also Col- Mitchell v. Mitchell, 5 Mad. 69 ; lins V. Robins, 1 De G. & Sm. 131 ; Quen- Walker v. Jackson, 2 Atk. 624; Driver nell V. Turner, 4 Engl. L. & Eq. 90; v. Ferrand, 1 R. & M. 671, 685. Paterson v. Scott, 9 Engl. L. &Eq. 262.] (e) In Tower v. Lord Rous, 18 Ves. (i) Kynaston v. Kynaston, 1 Bro. C. 138, 9. [See 15 Eng. L. & Eq. 291.] C. 457, n.; HoUiday v. Bowman, Id. (/) In Bootle u. Blundell, 1 Mer, 228. 496 OF TRUSTEES FOR THE PAYMENT OP which it has been held, that such a bequest will not exonerate the per- sonal estate, even though the trustees and the executors were diffe- rent persons •,{g) and those decisions are a fortiori authorities against the exoneration of the personalty, where the trustees and executors are^Ae same per sons. [h) It certainly appears to be scarcely consis- tent with the usual principles of equitable construction to hold, that, the mere addition of the word "all," or "the whole," or any similar expression, to a gift of the personalty, should of itself give an opera- tion to the bequest which it would not otherwise have : although it may be admitted that such expressions, when supported by other cir- cumstances, would doubtless have weight with the court as evidence of the testator's intention. However, it is clear, that the mere nomination of a person to be executor (which is at law a gift to him of the whole of the personal estate), followed by a charge of debts on the real estate, will not ex- onerate the personalty, whatever might be the effect of a specific gift of the personalty to an individual. («') And where there was a gene- ral gift of all the testator's real and personal estate to trustees {who were afterwards appointed executors), upon trust to raise and pay debts and legacies first out of a particular part of the real estate, and then if necessary out of the rest, hut no trust was declared of the personal estate, the personalty was held to be primarily liable to the payment of the debts. (A) *So it is also settled, that a general residuary bequest of '- -I the personal estate,(Z) or of all the personal estate not other- wise disposed oi,{m) will not exempt the personalty from its primary liability to the payment of debts ; for such a gift will be construed to apply only to so much of the personal estate as may remain after satisfying the charges thrown upon it by the law. And though there is a preceding gift of several specific chattels, to which the residuary bequest of the personalty might reasonably be held to apply, yet that will not of itself vary the general rule as (g-) Harevfood v. Child, Forr. 204, Meade t). Hide, 2 Vern. 120 ; S. C. Free, stated ; Haslewood v. Pope, 3 P. Wms. Ch. 2. 324 ; French v. Chichester, 2 Vern. 568, (k) Rhodes v. Rudge, 1 Sim. 79 ; and and 1 Bro. P. C. 16 ; Watson v. Brick- see Dolman v^ Weston, 1 Dick. 26. wood, 9 Ves. 447; Brummeli;. Prothe- {I) Samwell v. Wake, 1 Bro. C. C. ro, 3 Ves. Ill; Aldridge v. Lord Walls- 144; Walker v. Hardwick, 1 M. & K. court, '1 Ball & B. 312; Lovell v. Lan- 397,8; see Duke of Ancasten;. Mayer, caster, 2 Vern. 183; Cutler v. Coxeter, 1 Bro. C. C. 466; White v. White, 2 Id. 302; Bromhall v. Wilbraham, Forr. Vern. 43. 274 ; Lucy v. Bromley, Fitzgibb. 41. (m) Dolman v. Smith, Free. Ch.456; (A) See Duke of Ancaster t;. Mayer, French v. Chichester, 2 Vern. 568; 1 Bro. C. C. 454. Hartley v. Hurle, 5 Ves. 540 : Watson v. (i) Gray v. Minnethorpe, 3 Ves. 106 ; Brickwood, 9 Ves. 447 ; Noke «. Darby, Stapleton v. Stapleton, 2 Ball & B. 523 ; 1 Bro. P. C. 506. Lord Grey v. Lady Grey, 1 Ch. Ca. 296; DEBTS UNDER A WILL. 497 to the liability of the personal estate ;(w) although it might have that effect, when assisted by the context of the will.(o) There are several earlier cases, in which the personal estate has been held to have been exempted on this ground,(p) but they cannot now be considered as valid authorities. However, it is undoubtedly in the power of every testator to change the legal order of administration, and to render his real estate pri- marily applicable to the discharge of his debts. The question to be considered by the trustee before he makes the application of the realty for this purpose is, whether this intention of the testator is sufficiently apparent upon the face of the will. Originally it was the rule, that the personal estate could not be exempted from the payment of debts and legacies, without express words.iq) And it has been a subject of regret to several great judges, that this original rule was ever departed from.(?-) However, it has been long settled that express words are not ne- cessary, but that the personal estate will be exonerated, if the inten- tion of the testator to that effect appear by necessary implication upon the face of the will :(s) and for the purpose of collecting this intention, every part of the will must be considered.(«)' For any practical purpose, this principle of construction does little more than change the terms of the question ; for, as was observed by Lord Eldon, "in any particular case, no man knows how it will apply."(M) Upon this point, little more can be done than to call the attention of the reader to the several cases, in which the testator's intention to exempt the personalty has been held sufficiently manifest. In many of the earlier cases that occurred shortly after the relaxa- tion of the original rule, according to which express words were (w) Tait V. Lord Northwick, 4 Ves. Popham'U.Bamfield, 9 Ves. 453, stated ; 816 ; Brydges v. Phillips, 6 Ves. 567 ; Howell v. Price, Prec. Ch. 477 ; and see Tower ■!). Lord Rous, 18Ves. 132; Ste- Haslewood v. Pope,'3 P. Wms. 325; phenson v. Healhcote, 1 Ed. 38. Phipps v. Aniaesley, 2 Atk. 58. (o) See Bootle v. Blundell, 1 Mer. (r) See Duke of Ancaster o. Mayer, 236, 7. 1 Bro. C. C. 462; Watson v. Brickwood, (;;) Adams v. Meyriok, 1 Eq. Ca. 9 Ves. 453; Gittins v. Steele, 1 Sw. 28. Abr. 27l;.2 Atk. 626,n.;Wainwrighti). (s) Bootle v. Blundell, 1 Mer. 193, Bendlowes, 2 Vern. 718; Prec. Ch. 451 ; and cases cited ; Lamphier v. Despaid, BickneJl v. Page, 2 Atk. 79 ■ Anderton 2 Dr.' & W. 63. V. Cook, 1 Bro. C. C. 457, cited ; Walker {t) Ibid ; and see Gittins v. Steele, 1 V. Jackson, 2 Atk. 624 ; Havford v. Ben- Sw. 28. Ions, Prec. Ch. 451 ; S. C. Ambl. 581. (u) 1 Swanst. 28. (g) Fereges v. Robinson, Bunb. 301 ; ' See Walker's Case, 3 Rawle, 229 ; Marsh v. Marsh, 10 B. Monr. 363 ; Ruston V. Ruston, 2 Dall. 243; Roberts v. Wortbara, 2 Dev. Eq. 173 ; McFait's Appeal, 8 Barr, 290; Hoes ti. Van Hoesen, 1 Comstock, 122; Notes to Ancasterr. Mayer, 1 Lead. Cas Eq. 450 ; and see Plenty v. West, 15 Eng. L. & Eq. 291. 32 498 OP TRUSTEES POK THE PAYMENT OP requisite, the *implication was raised upon very slight and '- -' equivocal expressions, such as a mere residuary disposition of the personal estate. (a;) These decisions, however, have been clearly overruled by the later authorities, which, without returning to the original rule, have settled. that the implication must be such, as clearly and necessarily arises from the several provisions of the m\l.{y) . The circumstance that the trustees for the payment of debts out of the real estate, and the executors are different persons, has always been considered as favorable to the exemption of the personalty 5(2) although it is very far from being conclusive evidence for that pur- pose, (a) But with this single exception it seems scarcely possible to extract any general rule of construction from the cases that have been decided in favor of the exemption of the personal estate, and of which a list will be found in the note below.(J) It will be sufficient for our present purpose to remark, that the perusal of those cases, with the long series of counter-decisions, renders it sufficiently appa- rent, that no trustee of real estate devised for the payment of debts could be advised to apply the real fund in exoneration of the person- alty, where there is no express direction for that purpose in the will, except under the immediate direction of tke court. It may be observed, that where the expressions used warrant such a construction, the debts maybe payable rateahlyont of the real and personal estate. ((i)' It is now settled (although at one time the practice seems to have been otherwise),(e) that parol or extrinsic evidence is inadmissible for (x) Waise 1;. Whitfield, 8 Vin. Abr. Att.-Gen. v. Barkham, Id. 206, cited; 437, pi. 19; Adams v. Meyrick, 1 Eq. Kynaston v. Kynaston, 1 Bro. C. C. Cas. Abr. 27 1 ; Wainwright v. Bend- 457, n. ; HoUiday v. Bowman, Id. 145, lowes, 2 Vem. 718; Bicknell v. Page, 2 cited; Williams v. Bp. of LlandafF, 1 Atk. 79; Walker v. Jackson, 2 Atk. Cox, 254: Webb 1;. Jones, 2 Cox, 245; 624; Anderton v. Cooke, 1 Bro. C. C. S. C. 2 Bro; C. C. 60- Hancox'iJ.Abbey, 457, cited; Kynaston v. Kynaston, lb. 11 Ves. 179; Burton 1;. Knowlton, 3Ves. note; Gaskill v. Hough, 3 Ves. 110, 107; Bootleg. Blundell, 1 Mer. 193; cited. Greene v. Greene, 4 Mad. 148; Mitch- (y) Brummel u. Prothero, 3 Ves. 110; ell v. Mitchell, 5 Mad. 69; Driver v. Hardey v. Hurle, 5 Ves. 540 ; Milnes v. Ferrand, 1 R. & M. 681 ; Clutterbuck v. Slater, 8 Ves. 305; Stapleton v. Sta- Clutterbuok, 1 M. &. K. 15; Blount 1). pleton, 2 Ball & B. 523. Hipkins, 7 Sim. 43 ; Lamphier v. Ties- (z) Stephenson v. Heathcote, 1 Ed. pard, 2 Dr. & W. 59. [See 15Eng.L.& 38; D. of Ancaster v. Mayer, 1 Bro. C. Eq. 291.] C. 454; Burton v. Knowlton, 3 Ves. (d) Boughton ti. James, [1 Coll. 26]; 108 ; Gray v. Minnethorpe, 3 Ves. 103; see Stocker v. Harbin, 3 Beav. 479. Bootle V. Blundell, 1 Mer. 227 ; Brydges (e) Bamfield v. Wyndham, Free. Ch. V. Phillips, 6 Ves. 572. [15 Eng. L. & 101; Gainsborough i). Gainsborough, 2 Eq. 291.] Vem. 252; Stapleton v. Colville, Forr. (o) See Bootle 1;. Blundell, 1 Mer. 227. 202, see 208; Kynaston v. Kynaston, 1 lb) Stapleton v. Colville, Forr. 202 ; Bro. C. C. 457, n. ' See Cryder's Appeal, 11 Peun. St. R. 72; Loomis' Appeal, 10 Barr, 387. DEBTS UNDER A WILL. 499 the purpose of showing the testator's intention to exonerate his per- sonal estate ; and the court is at liberty to look only to the terms of the will itself in deciding that question. (/) Where a trust for the payment of debts out of the real estate is clearly established, and there is no question as to the propriety of the immediate application of the trust estate for that purpose, it re- mains to consider the powers and duties of the trustee as to the raising of the requisite funds, and the application of those funds in payment of the debts. Where the trustees are expressly authorized by the will to raise the *amount of the debts by sale or mortgage, no question can arise as to their power of making an effectual disposition of ^ J the estate, either by way of absolute sale or mortgage, for the pur- poses of the trust. And it seems that a trust to sell lands for the payment of debts, will authorize a mortgage for that purpose, which is a conditional sale,(^y unless indeed it be the clear intention of (/) Inchiquin v. French, Arnbl. 40, Ball & B. 312, 15; Parker i;. Fearnley, and 1 Cox, 9 ; Stephenson v. Heathcote, 2 S. & St. 593. i Ed. 39, 43; Brummel v. Prothero, 3 (§■) Mills v. Banks, 3 P. Wms. 9; Ves. 113 : Bootle v. Blundell, 1 Mer. Ball v. Harris, 8 Sim. 485; S. C. 4 M. 220; Aldridge v. Lord Wallscourt, 1 & Cr. 264, 268. ' It has been said that a power of sale implies a power to mortgage. Lancas- ter V. Dolan, 1 Rawle, 231 ; Gordon v. Preston, 1 Watts, 385; Williams v. Wood- ward, 2 Wend. 492. But in Bloomer v. Waldron, 3 Hill, 368, this was denied as a general proposition ; and even the more qualified statement of the text was dissented from. "The mere raising of money for" the payment of, portions, debts, &c., " is not enough. There must, I apprehend, as under a power to col- lect a sum from issues and profits, be some pressing exigency apparent on the face of the will or power." Cowen, J. Accord, Fire Ins. Co. v. Bay, 4 Comst. 69 • Gumming v. Williamson, 1 Sandf. Ch. 17. In Stroughill v. Anstey, 12 Eng. L.& Eq. 356; 1 De Gex, Mac. & G. 635, this subject was very fully discussed by the Chancellor, Lord St. Leonards, and the distinction was taken between a devise to trustees upon trusts for certain persons, subject to debts, &c., and a devise to trustees, charged with debts, &c., with a direction for, or trusts which require, further, an out and out conversion. In the former case it was said that a mortgage might be a proper mode of raising the particular charges ; in the latter it was held that it would not be. See, also, Taylor v. Galloway, 1 Hamm. 234; Floyd V. Johnson, 2 Litt. 115; and Earl of Orfoid v. Earl of Albemarle, 12 Jur. 811. The case of Stroughill v. Anstey, above cited, does not appear to have met with entire approbation in England. A writer in a recent number of the Jurist (vol. 17, part ii. page 243), considers the true ground of the decision there, to have been, " first, that the property was leasehold, and, therefore, the trust for con- version, &c., . . . was more material than it would have been if the property had been permanent. . . . And, secondly, that the transaction did not appear on the face of it, or to the mortgagees, as a transaction which could possibly be neces- sary or proper for a due administration of the trusts ;" and he argues, that, notwith- standing Stroughill V. Anstey, in the case oi freeholds of inheritance charged with debts and legacies, and subjected to an imperative trust for conversion, the trus- tees would be authorized to mortgage, if the money were needed at once, and a sale at the particular time would be disadvantageous and inexpedient. 500 OF TRUSTEES FOR THE PAYMENT OF the testator in directing the sale, that his real estate should he abso- lutely converted ; for in that case a mortgage will not be a proper execution of the trust, as the testator's intention would thus be frus- trated.(A) But although there maybe no specific direction for the sale of the estate, but only a trust to raise,(i) or to pay the debts ;(A) or a devise subject to or charged with debts ;(Z),(1) or the debts and legacies being first deducted ;(m) — in all these cases the trustees may properly raise the required amount by sale or mortgage, without waiting for a decree.^ For such a disposition of the estate is necessary to the due (fe) Haldenby v. Spofforth, 1 Beav. & Eq. 557; 6 Exch. 222; Stroughill v. 390; 1 Sugd. Pow. 538, 6th edition. Anstey, 12 Engl. L. & Eq. 356.] (i) Wareham v. Brown, 2 Vera. 154; {I) Elliot v. Meryman, 2 Atk. 41, and Bateman v. Bateman, 1 Atk. 421. Barn. 78, stated; 1 Keen, 573; Walkei (4) E. of Bath v. E. of Bradford, 2 v. Smallwood, Ambl. 676 ; Bailey v. Ves. 590 ; Ball v. Harris, 8 Sim. 485 ; 4 Ekins, 7 Ves. 323 ; Dalton v. Hewen, 6 M. & Cr. 266; Barker u D. of Devon- Mad. 9: Inchiquin«. French, Ambl. 38; shire, 3 Mer. 310; Shaw v. Borrer, 1 1 Cox, 1. [Doe i;. Hughes, 6 Exch. 231; Keen, 559 ; Forbes v. Peacock, 11 Sira. 3 Engl. L. & Eq. 356.] 152. [See the remarks on Forbes v. (m) Lewman d. Johnson, 1 Vera. 45. Peacock, in Doe v. Hughes, 3 Engl. L. (1) A distinction appears to have been taken at one time between the eifect of a devise in trust to pay debts, and a, mere charge of the debts on the estate, with regard to the powers of the trustee to sell the properly for the discharge of the debts. Anon. Mosely, 96; and see Newell v. Ward, Nels. 38, and Freemoult V. Dedire, 1 P. Wms. 430. This distinction, however, has been long since over- turned. Elliot V. Meryman, 2 Atk. 41 ; Walker v. Smallwood, Ambl. 676; Bailey V. Ekins, 7 Ves. 323 ; see 2 Sugd. V. & P. 38, 9th edit. [Mather v. Norton, 8 Engl. L. & Eq. 255 ; but see Doe v. Hughes, 3 Engl. L. & Eq. 557 ] 6 Exch. 222.] 'As to when a power of sale will be implied on a trust^for the payment of debts by deed, see ante, page 342. Where the purposes of the will cannot be ac- complished without turning the estate into money, such power will be authorized. Going V. Emory, 16 Pick. 257; Putnam Free School v. Fisher, 30 Maine, 527. In Conrad v. Conrad, 6 Ohio, 1 14, a power of sale was implied on a devise of all the estate subject to legacies. So in Schermerhorne v. Schermerhorne, 6 J, C. R. 70, it was held that where executors were empowered to take possession of land devised, subject to a charge for maintenance, on failure of the devisee, &c., and to lease, or by any other means oul of the profits therefrom arising, to sup- port and maintain, &c., a sale to raise the sum was authorized. In Mather v, Nor- ton, 16 Jurist, 309 ; 8 Engl. L. & Eq. 255, a testator, by his will, appointed. A., B. and C. to be his executors in trust to disposeof his property in the following way: He directed that all his just debts and funeral expenses be discharged by his executors, and the residue of his property, both real and personal, to be held for the sole benefit and use of maintaining and educating his children, until his youngest child arrived at the age of 21, when it was to be disposed of by his executors, and divided among his children, except his estate at M., which he gave to A. for life, and at A.'s death to be disposed of among his children. It was held that the executors had a power of sale over the whole estate, including M., and that it was not necessary to show that the debts were unpaid. The Vice- DEBTS UNDER A WILL. 501 execution of the trust. And in the case of a will, a sale, if intended, will be supported, however obscurely the intention may be ex- pressed. (w) But it seems, that if the testator expressly direct that the debts shall be raised by the perception of the rents and profits, this will re- strain it to a payment out of the rents and profits only, and the court cannot decree a sale.(o) Although in an early case this distinction appears to have been disregarded, and a sale was directed, notwith- standing a very similar direction.(p) And a distinction has been tjiken where the trust is to raise by annual rents and profits, in which case alone it has been held that a sale is not authorized. (g-) The heir-at-law of the testator will be compelled to join in a sale by a devisee in trust for the payment of debts, if the trustee cannot pass the legal estate.(»-) And we have seen that in the case of a devise, the heir ought to be made a party to a suit for the payment of the debts, though it is otherwise where the trust is created by deed.{sf Where the real estate is devised to trustees for the payment of debts, upon the insufficiency of the personal estate, it is the established opinion of the profession, that a purchaser or mortgagee is not bound to inquire *whether the real estate is wanted or not,(i) al- _ . _ ._ though it may be otherwise where the estate is not devised to'- ^ the trustees, but a mere power of sale is given to them upon the de- ficiency of the personalty.(M) If, however, the real estate be devised (n) Warnford v. Thompson, 3 Ves. (r) Fowle v. Green, 1 Ch. Ca. 262. 513; 1 Sugd. Pow. 538. [Williams v. [See the remarks on this case in 2 Otey, 8 Humph. 563.] Spence's Eq. Jur. 368, note (b), and (o) Ridout V. E. of Plymouth, 2 Atk. see Gosling v. Carter, 1 Coll. 651.] 105; Carter D. Barnadiston, 1 P. Wms. (s) Haslewood v. Pope, 3 P. Wms. 518 ; Lingard v. E. of Derby, 1 Bro. C. 323. C. 311. [Munday u Vawtier, 3 Gratt. (t) Langley v. E. of Oxford, Arabl. 578; but see Schermerhorne v. Scher- 797; Co. Litt. 290, b. Butl. note XIV.; merhorne, 6 J. C. R. 73; Conkling v. 2 Sugd. V. & P. 47. [See, however, 14 Washington University, 2 Maryl. Ch. Mass. 496 ; and post, 478, note.] Dec. 505.] («) Dike v. Ricks, Cro. Car. 335; (p) Berry «).Askham, 2 Vern. 26. Culpepper v. Aston, 2 Ch. Ca. 221; 2 (5) Anon. 1 Vern. 104; and see this Sugd. Pow. 497, 6th edition; 2 Sugd. subject further considered, post [Trus- V. & P. 48, 9th edition. [See Minott v. tees for Raising Portions, p. 364.] Prescott, 14 Mass. 496.] Chancellor (Parker) remarked: " There was a charge of debts on the whole real estate, with a devise to them of the whole real estate, and the trustees had the power to dispose of it for the payment of debts." A mere implied charge of debts, &c., on land devised av^ay or descended, will not authorize a sale by the execu- tor. Dunn V. Keeling, 2 Dev. 284; Clark v. Riddle, 11 S. & R. 312; Den v. Allen, 1 Pennington, 45 ; Doe v. Hughes, 6 Exch. 222 ; 3 Engl. L. & Eq. 557 ; see the remarks in this case, on the dictum in Forbes v. Peacock, 12 Sim. 541. ■ Story, Eq. PI. H 163, 172, 176, 205. But see, now, the Rules in Equity of the Supreme Court of U. S. (XLIX., L.), and Pennsylvania (XLVIL, VIII.) 502 OP TRUSTEES FOR THE PAYMENT OE to an infant, subject to the payment of debts in case of the deficiency of the personal estate, the court will not direct a sale of the devised estate without the Master's report, stating the existence of such a deficiency, although the deficiency may be admitted at the hearing of the cause.(a;) The general liability of a purchaser to see to the application of the money in discharge of the debts, has been already considered, and for this purpose it is immaterial whether the trust be created by deed or will.(t/) (1)' Where an express power of sale is conferred on the trustees for the purpose of raising the funds requisite for paying the debts, they are usually authorized to sell either by public auction or private con- tract. But in the absence of any such express authority, it is not essential that the sale should be made by public auction (although such will be the more advisable, as well as the more usual course), but a bona fide disposition by private contract will be equally proper.(3)^ The decisions already alluded to, which establish the validity of a mortgage in lieu of an absolute sale, are impliedly au- thorities for this position. However, trustees who sell by private contract, will not be justified in insisting on any special or unusual conditions, which would be calculated to reduce the selling value of the estate, (a) A will ordinarily speaks from the death of the testator ; therefore, all the creditors of the testator at the time of his decease, will be entitled under a general devise in trust for payment of debts.(J) Although, if the testator have shown a clear intention to confine the trust to his creditors at the time of making the will, that intention will prevail, and no subsequent creditors will be sufi'ered to take any benefit under the trust. For instance, where a testator devised his lands after debts paid, adding, " my debts are only those contained (a:) Birch v. Glover, 4 Mad. 376. (a) Wilkins v. Fry, 1 Mer. 244, 268. (y) Ante, PI. I. of this Section ; see (b) Brudenell v. Boughton, 2 Atk. Shaw V. Borrer, 1 Keen, 559; and post, 274; Sheddon v. Goodrich, 8 Ves. 481; Chap. III. of this Division, p. 363. Bridgman v. Dove, 2 Atk. 201. (z) Vide post [Powers of Sale], 480. (1) It may be remarked, that after a bill filed by creditors for the administra- tion of a testator's estate, a devisee in trust for the payment of debts cannot sell, except under the direction of the court. Walker v. Sraallwood, Ambl. 676 ; vide post, p. 548 [Effect of Snits by or against Trustees.] ' See ante, page 342, note; and post, 363, note. As to the liability of pur- chasers from executors of personalty, see ante, 166, note; and 11 Jur. pt. ii. 110, 124. ^ See post, 480, and notes. In the case of a devise for the payment of debts, the trustee may, by his acknowledgment, extend the period of limitation of a debt, Lord St. John «. Boughton, 9 Sim. 219; Toft u Stephenson, 9 Engl. L. & Eq. 86 ; and this applies as well to a substituted trustee, as to those named in the will. Toft V. Stephenson, ut supra. DEBTS UNDER A WILL. 503 in the schedule," and he afterwards contracted /resA debts; the lands were held to be liable only to the debts mentioned in the win.(e) It has been already stated, that a devise or charge by will for the payment of debts out of real estate, will prevent the Statute of Limi- tations from running against such debts as are not barred by ef- fluxion of time at the death of the testator.(d) It appears to have been once considered that a debt which had been actually barred by the statute, would be revived by a general devise or charge for pay- ment of debts.(e) But this *doctrine has been long since _ exploded; and it is now settled that such a trust will only'- -■ have the limited operation already stated. (/) It has been seen, that a trust by will for the payment of debts out of personal estate, has no legal operation. Such a trust, therefore, cannot prevent the ope- ration of the statute on any debt.(^) If an infant borrow money, and apply it in the purchase of neces- saries, and die after attaining his full age, having devised his real estate in trust for the payment of his debts, this is a debt which will be recognised, in equity, so as to come within the operation of the trust. (A) But where an estate is devised or descends to a testator, charged with an existing mortgage or other incumbrance, and by his will he charges his estate with the payment of his debts generally, the charge or incumbrance on the devised or descended estate is not the testator's debt in the contemplation of law, unless it has been expressly and per- sonally adopted by him ; and therefore it will not come within the operation of the trust. («') The same rule also applies to a certain ex- tent, where the testator has purchased an estate, subject to a mort- gage or other incumbrance ;(A;) unless indeed an express personal contract was entered into by the testator, by which he rendered him- (c) Loddington v. Kime, 3 Lev. 433. (Ji) Marlow v. Pitfield, 1 P. Wm^. (d) Ante, PI. I. of this Section [341, 559. and notes] ; Fergus v. Gore, ] Sch. & (i) Lawson v. Lawson, 3 Bro. P. C. Let'. 107; Hargreaves v. Mitchell, 6 424; Lawson v. Hudson, 1 Bro. C. C. Mad. 326 ; Hughes v. Wynne, T. & R. 58 ; Hamilton v. Woley, 2 Ves. Jun. 62 ; 307; Crallan v. Oughton, 3 Beav. 1. Earl of Tankerville v. Fawcett, 2 Bro. (?) Anon. 1 Salk. 154; Andrews?). C. C. 57. [See notes to Ancaster u. May- Brown, Prec. Ch. 385; Gofton v. Mill, er, 1 Lead. Gas. Eq. 453, and cases 2 Vern. 141 ; Vaughanw.Guy, Mose. 245. cited; contra in New York, Rev. St. 749.] (/) Burke v. Jones, 2 V. & B. 275 ; (i) Woods v. Hunlingford, 3 Ves. 128 ; Piggott V. Jefferson, 12 Sim. 26 [p 341, Cornish v. Shaw, 1 Ch. Ca. 271 ; Pock- andnote; see 366, note 2.] ley v. Pockley, 1 Vern. 36; Duke of (g) Jones V. Scott, 4 CI. & Fin. 398; Ancaster v. Mayer, 1 Bro. C. C. 454; [1 Freake v. Cranefeldt, 3 M. & Cr. 499 ; Lead. Cas. Eq. 455, and American Evahs V. Tweedie, 1 Beav. 55 [ante, notes; and see Mansell's Est., 1 Pars, p. 344, note]. Eq. 367.] 504 OP TRUSTEES FOR THE PAYMENT OF self personally liable for the debt.(Z) Again, the trust for payment of debts will extend only to such debts as are actually due and pay- able at the time of the testator's death. For instance, •where a tes- tator had covenanted to pay a sum six months after his death, it was held by Sir J. Leach, that as no debt was actually incurred until the breach of the covenant, it did not actually come within a general trust for the payment of debts.(»w) And it seems, that debts not arising by contract, but by a misfea- sance — as for an escape or breach of trustj_or such as are contracted mala fide — do not come within a general provision for the payment of debts. (w) A general charge of debts is the primary charge on the estate, in preference to other voluntary charges, unless there is something to indicate a contrary intention. (o) With regard to the order of payment of debts under a trust cre- ated by will — it was never disputed, but that under a devise of lands to trustees for the payment of debts, the fund so raised was equita- ble assets,^ consequently it is applicable in discharge of all the debts equally without priority, as well those by simple contract, as those by bond, or other specialty.(|)) On this point, however, a distinc- tion appears once to have obtained, between the effect of a devise, and a mere charge not breaking the descent ; in which last case it was held, that the estate was applicable as legal assets in the hands of the heir, and that the specialty ^creditors were therefore L -■ entitled to a preference. (g') But this doctrine has been long since overruled, and it is now clearly settled that there is no diffe- rence between the operation of a devise and a charge ; and in either case the fund so created will be equitable assets.(r) It has been al- ready stated, that the recent statute (3 & 4 Will. IV. c. 104) does not affect the law on this subject. (s) The earlier cases likewise established another distinction. For if the devisee in trust for the payment of debts were also made exe- (l) Earl of Oxford v. Rodney, 14 Ves. ( g) Freemoult v. Dedire, 1 P. Wms. 417 ; 2 Jarm. Pow. Dev. 675, 6. 430 ; see Plunket v. Peuson, 2 Atk.293. (m) Wathea v. Smith, 4 Mad. 325. (r) Hargrave v. Tindal, 1 Bro. C. C. [ Contra, MoFait's Appeal, 8 Barr, 290.] 136, n.; Batson v. Lindegreen, 2 Bro. C. (n) Lord Hollis t). LadyCarr, 1 Vem. C. 94 ; Bailey v. Ekins, 7 Ves. 322; 43 1 . Shepherd v. Lutwidge, 8 Ves. 26 ; Inohi- (o) Harding «. Gray, 1 Dr. & W. 430. quin v. French, 1 Cox, 1; Prices. Ip) Woolestoncroft v. Long, 1 Ch. Ca. North, 1 Phill. 85. 32; Haslewood v. Pope, 3 P. Wms. (s) Supra, 344, and see Charlton v. 323. Wright, 12'Sim. 274. ' As to doctrine of Equitable Assets in the United States, see the able notes to Silk V. Prime, 2 Lead. Cases Eq. p. i, 252 ; Sperry's Estate, 1 Ashm. 347 ; Benson V. Le Roy, 4 J. C. R. 651 ; and other cases there cited. DEBTS UNDER A WILL. 505 eutor, it was considered that the lands so devised then became legal assets in the hands of the executor, and that the debts were there- fore to be paid according to their legal priori ties. («) However, this distinction also was very soon exploded as untenable, and has been expressly overruled by several of the more modern cases.(M) In order to give full effect to this equitable doctrine the assets will be marshalled, if necessary, as between the different classes of credi- tors, in favor of those by simple contract.* And if the specialty creditors, availing themselves of their legal rights, have obtained partial satisfaction of their debts out of the personal estate, to the exclusion of the simple contract creditors, the former class of credi- tors will not be suffered to come upon the equitable fund, and receive further payment out of the real estate, until the simple contract creditors have been paid a similar proportion of their debts out of that fund, (a;) With regard to the order, in which the real estate is applicable in discharge of the debts — where any specific portion of the estate is expressly subjected to the payment of debts by the will, that part must first bear the burden, thrown upon it by the testator. («/) And where the debts are charged generally on the real estate, and a cer- tain part of the estate is then specifically devised by the will, while the residue is unnoticed, and is suffered to descend to the heir, the debts must be raised first out of that portion, which is so suffered to descend,(a) whether it was acquired before or after the date of the will, (a) For the specific gift showed it to be the intention of the testator, that the devised estate should go undiminished to the de- visee. Where lands are devised subject to debts, the whole of the devised estates will be liable to contribute equally towards their pay- ment ; and it is immaterial, whether the devise be specific, or con- (0 Walker v. Meager, 2 P. Wms. (j) Powis v. Corbet, 3 Atk. 556 ; 3 Ves 550; Girling -u. Lee, 1 Vern. 63; Haw- 116, n.; Tweedale v. Coventry, 1 Bro ker V. Buckland, 2 "Vern. 106; Greaves C. C. 260; Donne v. Lewis, 2 Bro. C i;. Powell, Id. 248 ; Clulterback ij. Smith, C. 257; Coxe v. Basset, 3 Ves. 155: Prec. Ch. 127; Bickham v. Freeman, ColviUe v. Middleton, 3 Beav. 570 Id. 136; Hixton v. Witham, 1 Ch. Ca. Milnes v. Slater, 8 Ves. 295. 248. (2) Davies v. Topp, 2 Bro. C. C. 259, (u) Lewin v. Oakley, 2 Atk. 50 ; Silk n.; Wride v. Clark. Id. 261, n.; Manning V. Prime, 1 Bro. C. C. 138, n.; Newton v. Spooner, 3 Ves. 117; Barnwell v. V. Bennet, Id. 134. ' Cawdor, 3 Mad. 457. (x) Haslewood v. Pope, 3 P. Wms. (a) Milnes v. Slater, 8 Ves. 295. 323. ' On the subject of the Marshalling of Assets, and of Contribution, see notes to Duke of Ancaster v. Mayer, 1 Lead. Cas. Eq. 455 ; to Aldrich v. Cooper, 2 Lead. Cases Eq. p. i. 193; and to Silk v. Prime, Id. 252, where the authorities are collected. 506 OE TRUSTEES FOR THE PAYMENT OP DEBTS. tained in a general and residuary clause ; for every devise of land is in its nature specific. (6) P^n-p-. *A devisee in trust to pay debts, though himself a creditor '- -I of the testator, cannot give any preference to his own claim but must come in pari passu with the other creditors. (c)^ A trust by will for the payment of debts will not make simple contract debts bear interest.(c?) Indeed it has been already seen that a similar trust, though by deed, will not have that effect.(e) Although at one time a contrary doctrine seems to have prevailed.(/) And though the direction be for the payment of the debts generally and all interest thereof, yet if there are debts bearing interest, to which that direction may be held to apply, it will be held to be con- fined to them.(5f) The effect of such a direction, however, might be doubtful, if there were no debts, to which the direction as to interest could properly apply. Where real estate is devised to trustees in trust to pay debts, any surplus of the estate, which may not be required for the purposes of the trust, will belong to the heir-at-law, if not otherwise specifically disposed of. (A) And an express direction for the sale of the lands for the payment of the debts will not operate as a conversion, so as to entitle the residuary legatee or next of kin to the exclusion of the heir.(i) In this respect, however, an important distinction has been esta- blished between a devise in trust to pay debts, and a devise charged with debts. In the former case the devise is for a particular pur- pose, and nothing more, and as we have seen, a resulting trust arises (i) Manning v. Spooner, 3 Ves. 1 17 ; see Hamilton v. Houghton, 2 Bligh, Harmood ri. Oglander, 8 Ves. 125; Mil- 169. nasi). Slater, 8 Ves. 303; see Spong v. (/) Carr v. Burlington, 1 P. Wms. Spong, 1 Y. & J. 300. 228. (c) Child V. Stephens, 1 Eq. Ca. Abr. (g-) Tait v. Lord Northwiok, 4 Ves. 141; S. C. 1 Vern. 102; Anon. 2 Ch. 816; and see Hamilton v. Houghton, 2 Ca. 54. Bligh, 187. {d) Lloyd V. Williams, 2 Atk. 110; {h) Culpepper v. Aston, 3 Ch. Ca. Barwell v. Parker, 2 Ves. 343 ; Earl of 115; Maugham v.' Mason, 1 V. & B. BathtJ. Earl of Bradford, Id. 587; Shir- 410; King v. Denison, Id. 272; Halli- ley V. Earl Ferrers, 1 Bro. C. C. 41; dayi).Hudson,3 Ves.210. [Ante,p.n9.] Stewart •«. Noble, Vern. & Soriv. 528; (i) Culpepper v. Aston, 2 Ch. Ca. Tait V. Lord Northwick, 4 Ves. 816. 115; Maugham v. Mason, 1 V. & B. (e) Ante, PI. I. of this section; and 410. ' See ante, note 1 to page 343. But in Hosack v. Rogers, 6 Paige, 415, it was held that where a trustee for payment of debts was also executor, he was enti- tled, before the Revised Statutes, to retain for his own debt ; and so in Hall «. Macdonald, 14 Sim. 1, the Vice Chancellor ruled in a similar case, that the trustee was entitled to retain out of the proceeds, and that his right was not prejudiced by the proceeds having been paid into court. OF TRUSTEES FOE THE PAYMENT OF LEGACIES. 507 for the heir upon the satisfaction of that purpose. But the latter devise is held to pass the beneficial interest to the donee, subject to the particular purpose ; and upon the satisfaction of that purpose the devisee will hold for his own benefit.(^) This subject, however, has been already fully discussed in a previous part of this treatise.(Z) III. — OF TKUSTEES FOR THE PAYMENT OF LEGACIES. Where a testator has subjected his real estate to the payment of the legacies given by his will, the devisee or heir becomes a trustee for the payment of those charges. (1) And if the trust be created by express words, no question as to the liability of the real estate can arise. But where the trust depends upon an implication, arising from introductory or other general expressions, it is still to a certain extent an unsettled question, whether the same expressions, which we have seen to be sufficient *to charge the real estate with debts, will also be adequate to charge it with legacies. The L J distinction between debts and legacies appears to have been first taken by Lord Macclesfield in the case of Davis v. Gardiner.(m) In that case a testator commenced his will thus, " as to all my worldly estate, I dispose of the same as follows, after my debts and legacies paid," and having given several legacies, he gave the residue of his personal estate to his son after all his legacies paid, and then devised his real estate : and his Lordship held that the legacies were not charged on the real estate, although it seems, that debts would have been so charged, if the personalty had proved deficient.(w) So, in Kightley v. Kightley,(o) Lord Alvanley, M. R., considered that lega- cies were not charged on the real estate by a will, in which the tes- tator commenced by directing all his legal debts, legacies, and funeral expenses to be fully paid ; and after giving several legacies con- cluded with a general residuary gift of real and personal estate ; although his Lordship had no doubt as to the debts being so charged. And the same learned judge on a subsequent occasion(^) stated, that he still adhered to the opinion expressed in Kightley v. Kightley, notwithstanding the doubt as to its correctness, which had been thrown out by Lord Rosslyn in the case of "Williams v. Chitty.(^) {k) King'W. Dennison, 1 V.&B. 272. (o) 2 Ves.jun. 328. ' (0 Ante, p. 118, at seq. (p) Kneeling v. Brown, 5 Yes. 362. (m) 2 P. Wms. 187. (j) 3 Ves. 551. (n) See 2 P. Wms. 190. (t) It is to be observed, that the payment of legacies out of pmonal estate is a duty cast by the law upon the executor, as we have already *sien to be the case with regard to debts. Therefore a trust for the payrtient of legacies as of debts, within the scope of the present work, can only exist, where the payment is to be made out of real estate. See PI. II. (2) of this Section. 508 OF TRUSTEES FOR THE PAYMENT OP LEGACIES. The grounds of Lord Alvanley's opinion were, that the payment of debts is a duty morally obligatory on a testator, and that the court will consequently strive to give the fullest effect to any expressed intention of discharging that obligation ; while the same principle does not apply to legacies, which are purely voluntary.(r) How- ever, the soundness of this distinction was expressly denied by Lord Rosslyn in the case of Williams v. Chitty ;(s) and in Trot v. Ver- non,{t) and in several other cases, (m) no such distinction was observed. Moreover, the tendency of the observations of Lord Cottenham, C, in the recent case of Mirehouse v. Scaife,(a:) appears to be strongly against its validity.^ But be this as it may, it is clearly settled that where a testator gives several legacies, and then without creating any express trust for their payment makes a general residuary disposition of the whole estate. Mending the realty and personalty together in one fund, the real estate will be charged with the legacies ; for in such a case the " residue" can only mean, what remains after satisfying the pre- vious gifts, (y)^ In some cases the use of the term " devise" in the gift of the legacies has been relied upon as evidence of the testator's intention, that they should be a charge on the real estate. (2) And some stress has also been laid upon the fact of the heir-at-law being appointed (r) See Kightley v. Kightley, 2 Ves. (_y) Ambrey v. Middleton, 2 Eq. C. jun. 331. Abr. 479; Hassel -u. Hassel, 2 Dick. (s) 3 Ves. 551^ 526; Brudenell v. Boughton, 2 Atk. (0 Preo. Ch. 430; S. C. 1 Vern. 708. 268; Bench v. Belis, 4 Mad. 187; Cole (u) Tompkins v. Tompkins, Prec. v. Turner, 4 Russ. 376; Mirehouse ti. Ch. 397; Elliot v. Hancock, 2 Vern. Scaife, 2 M. & Cr. 695, 707, 8; see 143 ; Lypet v. Carter, 1 Ves. 499; EUi- Edgell v. Haywood, 3 Atk. 358; Kid- son V. Airey, 2 Ves. 568. ney v. Coussmaker, 1 Ves. jun. 436. {x) 2M. &Cr. 708. [See Patersoii (z) Trott v. Vernon, 1 Vern. 708; V. Scott, 9 Eng. L. & Eq. 264.] Hassel v. Hassel, 2 Dick. 526. ■ Whether legacies are charged on lands, depends on the intention of the tes- tator, to be gathered from the will. Lupton v. Lupton, 2 J. C. R. 618 ; Paxtoti v. Potts, 2 Green's Ch. 313 ;;Harris v. Fly, 7 Paige, 421 ; Logan v. Deshay, 1 Clark, 209 ; Gridley v. Andrews, 8 Conn. 1 ; Brandt's Appeal, 8 Watts. 198 ; Montgomery V. McElroy, 3 W. & S. 378; Wright's Appeal, 14Penn. St. R. 258 ; Simmons «. Drury, 2 G. & J. 32 ; Stevens v. Gregg, 10 G. & J. 143 ; Hoes v. Van Hoesen, 1 Comst. 122 ; see the notes to Djike of Ancaster v. Mayer, 1 Lead. Cas. Eq. 452 ; Ripple V. Ripple, 1 Rawle, 386. ^ Nichols V. Postlethwaite, 2 Dall. 131 ; Hasenclever v. Tucker, 2 Binn. 525; Whitman v. Norton, 6 Binn. 395 ; MoLanahan v. Wyant, 1 Penn. R. Ill ; Adams V. Brackett, 5 JMeto. 280 ; Van Winkle v. Van Houten, 2 Green Ch. 172 ; Down- man V. Rust,© Rand. 587; but see contra, Lupton v. Lupton, 2 J. C. B. 618; Stevens v. Gregg, 10 G. & J. 143 ; Gridley v. Andrews, 8 Conn. 1. In Paxson i). Potts' Admin'rs, 2 Green. Ch. 320, it was said that this rule only applied where there was no previous speoifio devise of the real estate. OP TRUSTEES FOR THE PAYMENT OF LEGACIES. 509 residuary . legatee and *devisee and executor, (a) and the p^-Q^-,-, legacy being a provision for a child of the testator has also '- J been taken into consideration. (J) Indeed, the question whether the legacies are or are not charged on the real estate, is always one of- intention, to be gathered from the whole will.(c) But the intention of the testator must be collected solely from the will itself; and although extrinsic evidence appears to have been formerly admitted for this purpose,((i) that practice is now altered.(e) Where a testator has charged his real estate generally with lega- cies, it has been held that legacies given by an unattested codicil, will be included in the charge ;(/) and the legacies so charged may also be altered or revoked by an unattested codicil.(^) However, this doctrine, though clearly established to this extent, has not been regarded with favor by the courts, which have evinced a disposition not to extend it any farther ;(A) and in endeavoring to escape from its application, they appear- to have drawn some very nice and refined distinctions. Thus it is settled that a testator cannot by his will reserve a power to charge his real estates with legacies by an unattested co- dicil, although, if the charge be well created by the will itself, the gift of the legacies by such a codicil will be supported.(«) And where the charge is not general, but only of some particular legacies, as of such legacies as are '■'■hereby" or ^' hereinafter" given or "above mentioned;" those given by an unattested codicil will not be in- cluded.(A) And if the land form the primary fund for the payment of the legacies, they cannot be altered or revoked, except by a tes- (o) Awbrey v. Middleton, 2 Eq. Ca. (/) Hide v. Hide, 1 Eq. Cas. Abr. Abr. 497 ; Alcock ■!). Sparhawk, 2 Vera. 409; Masters v. Masters, 1 P. Wms. 228. [See Downman v. Rees, 6 Rand. 421; Harris v. Packer, Ambl. 556; Ha- 587; Van Winkle v. Van Houten, 2 bergham v. Vincent, 4 Bro. C. C. 353; Green, Ch. 191; but see Paxson v. S. C. 2 Ves. jmi. 204: Swift i;. Nash, 2 Potts'Adm. Id. 322.] Keen, 20. (6) Lypetti.Carter, IVes. 499. [See (g-) Brudenell v. Boughton, 2 Atk. Van Winkle v. Van Houten, 2 Green, 168 ; Att.-Gen. v. Ward, 3 Ves. 227 ; but ^^- ^"2-] see Mortimer v. West, 2 Sim. 274. (c) Jones V. Selby, Prec. Ch. 288; (A) See Wilkinson v. Adam, 1 V. & Miles V. Leigh, 1 Atk. 574; see Webb B. 446; Hooper v. Goodwin, 13 Ves. V. Webb, Barn. 86; Austen v. Halsey, 167 ; Whytall v. Kay, 2 M. & K. 769 ; 6 Ves. 475 ; Minor v. Wicksteed, 8 Bro. [ante, 64, and note.] C. C. 627; Trent r. Trent, 1 Dow. 102; (i) Rose v. Cunningharae, 12 Ves. [ante, 360, note 1.] 29 ; Whytall v. Kay, 2 M. & K. 765. {d) Pawlet V. Parry, Prec. Ch. 450, (fc) Masters v. Masters, 1 P. Wms. 1; Mmori;. Wicksteed, 3 Bro. C. C. 627. 421; Bonner v. Bonner, 13 Ves. 379; (e) See 1 Rop. Legs. 579, 3d edition. Hooper v. Goodwin, 18 Ves. 156; Strong [See, however. Van Winkle v. Van i). Ingram, 6 Sim. 197; Radburn «. Jer- Houlen, 2 Green, Ch. 191.] vis, 3 Beav. 450. 510 OF TRUSTEES FOR THE PAYMENT OF LEGACIES. tamentary instrument duly executed according to the statute ;(Z) still less can any new charges be created by any other means.(m) And it was held in a recent case(w) by Lord Langdale, M. R., that where a testator had given a legacy out of a mixed fund, constituted of both real and personal estate, so that the personalty would not have been primarily applicable to its payment, but each fund would have borne its proportion of the amount, a revocation of the legacy by an unat- tested codicil, though good as to the proportion payable out of the personal estate, was invalid as to so much as was payable out of the produce of the realty.(w) Even where the legacies are charged on the land only in aid of the ^personal estate, it has been decided, that a subsequent testamen- tary paper, insufficiently attested, will not operate as an implied revocation of the *charge on the real estate.[o) And it will L "'-' be immaterial that the paper contains an express clause re- voking the previous disposition, if the legacy itself be not specifically revoked.(p) It is to be observed, that the present question is wholly independent of those cases, in which a testator, by referring in his will to an unattested paper, has been held to have incorporated the informal instrument into his will.(g') The provisions of the recent Will Act (1 Vict. c. 26), have not aflfected the law on this question. A codicil, duly attested, is considered as part of the will ; and where legacies are. charged generally by the will on the real estate, legacies given by such a codicil will be included in the charge, unless a contrary intention appear by the will.(r) Where there is a general direction for the payment of legacies, by the executor, the same rule of construction obtains, as in the case of a similar charge of debts :(s) and the presumption is, that the payment was intended to be made by the executor out of the personal assets only.{t) But where the executor is also made devisee of the real estate, the same reasoning, which has been held to support a charge of debts upon the devised estate, would apply with equal force in favor of the charge of legacies ;(u) although this distinction appears (/) Brudenell v. Boughton, 2 Atk. Ves. jun. 228, 232; Smart i). Prujean, 6 272; Att.-Gen. v. Ward, 3 Ves. 331; Ves. 560; Wilkinson «. Adam, 1 V. & Hooper v. Goodwin, 18 Ves. 167. B. 460. (m) 1 Rop. Legs. 590, 3d ed. (r) Rooke v. Worrall, 11 Sim. 216; (n) Stooker v. Harbin, 3 Beav. 479. see Strong v. Ingram, 6 Sim. 197. (o) Buckeridge v. Ingram, 2 Ves. jun. (s) Ante, PI. II. (2) of this Section. 652; Hooper?). Goodwin, 18 Ves. 156. {t) Parker v. Fearnley, 2 S. & St. (p; Sheddon V. Goodrich, 8 Ves. 500; 592; Warren v. Davies, 2 M. & K. Gallini v. Noble, 3 Mer. 691 ; Francis v. 49. Collier, 4 Russ. 331 ; and see Mortimer (u) Elliot v. Hancock, 2 Vern. 143; V. West, 2 Sim. 264, where an express Alcock v. Sparhawk, 2 Vern. 228. [See revocation of the legacy was held to be Downman v. Rust, 6 Rand. 587 ; Van inoperative as to the real estate. Winkle v. Van Houten, 2 Green Cn. (9) See Habergham v. Vincent, 2 172; but see Paxson v. Potts, Id. 313. OF TRUSTEES FOR THE PAYMENT OF LEGACIES. 511 to have been disregarded by Sir John Leach, V. C, in a modern case, (a;) It may be observed, that legacies and annuities given by a will, have been universally treated as on the same iooi\ag.{y) The legal effect of a general charge of legacies on the real estate is merely to create a fund in aid of the personalty •.{z) therefore, as in the case of debts, the personal estate must first be applied, unless a contrary intention be declared, or sufficiently appear upon the face of the will ; and the authorities that have been already cited and dis- cussed on this subject with regard to the payment of debts, apply ■with equal force to legacies, and to them the reader is referred, (a) However, a general charge of legacies, as such must be carefully distinguished from a devise of land subjected to the payment of a specific sum of money : for in this last case, the only gift of the sum is contained in the direction that it should come out of the land. Consequently the produce of the real estate will be the fund, to which recourse must be had exclusively for its payment. (6) And in this respect, *debts and legacies are on a very different foot- ing, for, as has been already seen, a trust to pay a particular ■- -■ specified debt out of the real estate, will not of itself exonerate the personalty from its liability.(e) The difference between them is, that the liability to the legacy is created only by the will, while the debt is a charge on the personal estate, independently of any direction in the will.(d) It occasionally happens, that some legacies are charged on the land to the exclusion of the others. Thus in Home v. Medcraft,(e) the testator devised lands subject to debts, and all legacies thereafter mentioned; and he then proceeded to give several legacies, all of which he directed to be paid by the devisee. He then devised the {x) Parker v. Fearnley, 2 S. & St. Lichfield, 3 Ves. 479 ; Spurway v. Glyn, 592. 9 Ves. 483; Noel v. Lord Henley, 7 (i/) Aloock V. Sparhawk, 2 Vera. 228 ; Price, 241 ; sed vide Holford v. Wood, Buckeridge v. Ingram, 2 Ves. jun. 351 ; 4 Ves. 89, and Fowler v. Willonghby, Nannock v. Horton,7 Ves. 391; Swifts. 2 S. & St. 354; see Gittins v. Sleel, 1 Nash, 2 Keen, 20; Page v. Adam, 4 Swanst. 24. [See Hoover v. Hoover, 5 Beav. 269; Creed v. Creed, 1 Dr. & W. Barr, 351 ; Holliday v. Sommerville, 3 416, 424. [Paterson v. Scott, 9 Engl.L. Penna. R. 533.] & Eq. 261 ; Hawley v. James, 5 Paige, (c) Ante, PL H. (2) of this Section j 618 ; Trent v. Trent, Gilmer, 174.] Biokham v. Cruttwell, 3 M. & Cr. 763. (z) Amesbury v. Brown, 1 Ves. 482; (d) See Noel v. Lord Henley, 7 Pri. Holford V. Wood, 4 Ves. 76, 89. 241 ; 2 Jarm. Pow. Dev. 708. (n) Ante, PL H. (2) of this Section; (e) Home o. Medcraft, 1 Bro. C. C. [notes to Ancaster ». Mayer, ut supra.] 261 ; and see Masters v. Masters, 1 P. (6) Whaley v. Cox, 2 Eq. Ca. Abr. Wms. 421 ; Strong v. Ingram, 6 Sim. 549; Phipps v. Annesley, 2 Atk. 57; 197; Radburn v. Jervis, 3 Beav. 450; Amesbury i;. Brown, 1 Ves. 482; Wood but see Rooke v. Worrall, 11 Sim. 216. V. Dudley, 2 Bro. C. C. 316; Read v. 512 OF TRUSTEES FOR THE PAYMENT OF LESACIES. same lands to another person, subject to all the legacies before men- tioned ; and finally disposed of the residue of hjs real estate, and he then gave some other legacies. It was held by Lord Thurlow, that these last legacies were not payable out of the real estate.(e) Where legacies are charged on the land, the trustees will take the same powers of raising the required amount by sale or mortgage, as where the trust is for the payment of debts ; and it is unnecessary to add anything here, to what has been already said on that sub- ject.(/) It is to be observed, however, that a charge of legacies being certain in its amount, a purchaser from a trustee for their pay- ment prior to the late act 7 & 8 Vict. c. 76,(^) would have been bound to see to the due application of the purchase-money to the purposes of the trust; (A) unless he were expressly exempted from that liability by the terms of the will.(«) But if the estate were charged generally with delts, as well as with legacies, then he would not have been bound to see to the application ; for that would involve him in the account of the debts, which must be first paid.(A) And the same rule prevailed where the land was subjected to annuities, after a general charge of debts. (Z)(l)' (e) Home v. Medcraft, 1 Bro. C. C. & P. 32, 9th ed.; Johnson v. Kennett, 3 261 ; and see Masters v. Masters, IP. M. & K. 630. Wms. 421; Strong v. Ingram, 6 Sim. (i) See Bmksw.LordRokeby,2Mad. 197; Radbum v. Jervis, 3 Beav. 450; 239. but see Rooke v. Worrall, 11 Sim. 216. (4) Rogers v. Skillicome, Ami.. 188; (/) Ante; PI. II. (2) of this Section. Williamson v. Curtis, 3 Bro. C. C. 96; (g-) The 10th section of that act, and Barker v. Duke of Devonshire, 3 Mer. the extent to which it has altered the 310; Johnson v. Kennett, 3 M. & K. law on this subject, has been already 630 ; Eland v. Eland, 1 Beav. 235, and stated, ante, PI. II. (1) of this Section; 4 M. & Cr. 421. [Andrews v. Spar- and see post, Ch. III. of this Division. hawk, 13 Pick. 393; Strowghill u. An- (A) Smith V. Gwyon, 1 Bro. C. C. 186 ; stey, 12 Eng. L. & Eq. 365.] Horn V. Horn, 2 S. & St. 448 ; 2 Sugd.V. \l) Page v. Adam, 4 Beav. 269 ; [see 12 Eng. L. & Eq. 367.] (1) But where the nature of the transaction between the trustee for the pay- ment of debts and legacies and the purchaser, afforded in itself sulRcient evi- dence that the purchaser was aware that the sale was not made for the payment of the debts, it has been held, that he would take subject to the charge of lega- cies. Watkin v. Cheek, 2 S. & St. 199 ; Johnson v. Kennett, 6 Sim. 384; S. C. 3 M. & K. 631 ; and see Eland v. Eland, 4 M. & Cr. 427; Forbes v. Peacock, 12 Sim. 528 [overruled in 1 Phill. 721] ; sed vide Page v. Adam, 4 Beav. 269; vide post, Ch. III. of this Division. [See Stroughill v. Anstey, 12 Eng. L. & Eq. 365, upon these cases, and that it is immaterial whether there were debts in fact or not; and Mather t). Norton, 8 Eng. L. & Eq. 255. See post, 506, and note.] ' See ante, note to page 342. In Downman v. Rust, 6 Rand. 587, it was held, that a purchaser from assignees for creditors of a devisee of land charged with legacies, was bound to see to the application of the money. It has been doubted whether, under a devise for the payment of legacies simply, in this country, where debts are always on a lien on the land, the purchaser would be held liable. Note to Elliott v. Merryihan, 1 Lead. Cas. Eq. 75. But on a devise charged OP TKUSTEBS FOR THE PAYMENT OF LEGACIES. 513 As the legatees all take as volunteers by the bounty of the testa- tor, it is of course competent for him to direct, that any one or more of them shall have a priority in payment over the others. In the absence of any such *direction, the real fund must be applied r^ogi-i equally and proportionably in or towards the satisfaction of all the legacies charged on it. If, however, the testator have expressly exempted any part of his estate from the effect of a general charge of legacies, that direction must be observed, and the donee of that part of the estate :will take it relieved from the charge, (m) (m) Birmingham v. Kirwin, 2 Sch. & Lef. 448. with a specific sum, the purchaser undoubtedly takes subject to the legacy ; Bugbee v. Sargent, 23 Maine, 269 ; Kemp v. MoPherson, 7 H. & J. 320 ; Leavitt V. Wooster, 14 N. H. 550; Long v. Long. 1 Watts, 267; Mohler's Appeal, 8 Barr, 28; see Swazey v. Little, 7 Pick. 296; and yet lands so devised are subject to the general lien of the testator's debts. Hoover v. Hoover, 5 Barr, 351. Where the purchase-money is expressly to remain in the hands of the trustees, as for the purpose of applying the income for the benefit of legatees, or the like, the purchaser is plainly not liable; for othervpise, he would be compelled to gua- rantee the trustees' solvency. Hauser v. Shore, 5 Ired. Eq. 357. In Stroughill V. Anstey, 12 Eng. L. & Eq. 357, it was said by the Chancellor, that the rule that a purchaser was not liable to see to the application of the purchase-money vehere a trustee is selling an estate charged by will with debts and legacies, does not depend on the existence of debts, but upon an implied declaration of the testator, that he means to intrust his trustees with the exclusive power of receiving the money, and of absolving the purchaser or mortgagee from seeing to the appli- cation of it; and this power does not cease from there being no debts. It was also held in this case, in which the authorities were fully discussed, that persons dealing with trustees, at a considerable distance of time, without an apparent reason for raising money, are under some obligation to inquire into the bonajides of the trustees, where the latter are merely trustees, and not entitled to the estate. See, also, Mather v. Norton, 8 Eng. L. & Eq. 255. In a recent number of the Jurist (17 Jur. pt. ii. 251), however, the positions of Lord St. Leonards in Stroughill v. Anstey, were disapproved of by an able writer, who asserts, that prior to that case, and Forbes v. Peacock, 1 Phill. 717, the rule that where there is a charge of debts the purchaser is absolved from seeing to the application of the money, was considered to be founded, not on the supposed intention of the testator, but on the necessity of the case, "be- cause it would be impossible to satisfy a purchaser, if he had the right to be satisfied; on that point." A purchaser is not liable, also, where there is a trust for reinvestment, or the application is to be at a distant time. Coonrod v. Coonrod, 6 Hamm. 114; Worm- ley V. Wormley, 8 Wheat. 421. See upon this subject the articles in 11 Jurist, pt. ii. pages 1 10, 124 ; and as to the liability of purchasers of personalty from exe- cutors, ante, p. 166, and note. In Pennsylvania, under the Act of 1834, on sale by an executor or adminis- trator under a power in the will, for any purpose, the purchaser may pay the money into the Orphans' Court, &c., and be thereby discharged from re- sponsibility fpr its application. (Dunlop, Dig. 520.) See Cadbury i;. Duval, 10 Barr, 265. 33 514 OP TRUSTEES FOR THE PAYMENT OP LEGACIES. Where some legacies are charged on the land, and others are not the legatees, who have the two funds to resort to, will not he suffered to exhaust the personal estate to the disappointment of those who have only that fund ; but equity will marshal the assets in favor of the last class of legatees.(w)' There is an exception to this rule, indeed, in the case of legacies to charities, in whose favor the assets cannot be marshalled ; as that would, in effect, be creating an in- terest in land in violation of the Statute of Mortmain.(o)(l) Where an executor, who is also appointed the trustee for the in- vestment and application of legacies, has set apart and invested the legacies, he will be considered to have devested himself of the cha- racter of executor quoad those legacies, and to have assumed that of trustee. Consequently, if the trust fund be afterwards lost, the legatees will have no further claim on the testator's estate ; and as between themselves the loss must be borne in equal proportions by all the legatees, whether they take by particular or residuary gift.(^) (n) Hanby v. Roberts, Arabl. 127; [see Wright t). Trustees, &c. 1 Hoffm. Masters v. Masters, 1 P. Wms. 421; Ch. 202]. Bligh V. Earl of Darnley, 2 P. Wms. 6 19; (p) Page v. Leapiiigwell, 18 Ves. 463; Bonner v. Bonner, 13 Ves. 379. Ex parte Chadwin, 3 Sw. 380 ; Byrchall (0) Mogg V. Hodges, 2 Ves. 52; Hob- v. Bradford, 6 Mad. 13, 235; Philippo son V. Blackburn, 1 Keen, 273; Wil- v. Munnings, 2 M. & Cr. 309; Wilmot liaras V. Kershaw, Id. 274, n.: Philan- v. Jenkins, 1 Beav. 401; Newman v. thropic Society d. Kemp, 4 Beav. 581 Williams, 10 Law Journ. N. S., Chanc. 106; [ante, 237.] (1) It has been decided, that where a testator creates a general mixed fund of real and personal estate, and then gives several legacies, some of which are for charitable purposes, but adds a declaration, that the charity legacies are to be charged exclusively on the personal estate, this direction will not of itself operate to throw the charity legacies exclusively on the personal assets, but the real fund will still remain liable to its proportion of those legacies, and there will consequently be a lapse to that extent. Sturge v. Dimsdale, 6 Beav. 462 ; see Philanthropic Society v. Kemp, 4 Beav. 581. ' Though in general there is no marshalling in favor of legatees and annuitants, as against devisees, yet where the lands devised are expressly made subject to all debts, or are devised to be sold therefor, the former are entitled to stand iuthe place of the creditors as against the devisee. Paterson v. Scott, 9 Eng. L. &Eq. 261, before Lord Justices of Appeal, overruling Morehouse v. Scaife, 2 Myl. & Cr. 695: see Smith v. Wyckoff, 1 1 Paige, 39 ; Mollan v. Griffith, 3 Paige, 402; Loomis's Ajipeal, 10 Barr, 390; Bardwall v. Bardwall, 10 Pick. 19-; but see Mil- ler V. Haswell, 3 Murph. 194; and vide on this subject notes to Aldrich w. Cooper, 2 Lead. Cas. Eq. 222, &c., and the cases there cited; and 14 Jur. pt. ii. 234. But the general charge of debts implied by law in this country, will not entitle lega- tees to contribution from devisees. Hoover v. Hoover, 5 Barr, 351. The doc- trine in England now is, that legatees, and devisees, being equally objects of the testator's bounty, are entitled to equal consideration. See Tombs v. Koch, 2 Coll. 494. OF TRUSTEES FOK RAISING PORTIONS. 515 As a general rule, legacies charged on land will bear interest from the time of payment fixed by the testator. And if no time of pay- ment be fixed, then the interest will commence from the expiration of a twelvemonth after the testator's death.' The interest allowed by the court is usually at the rate of four per cent. It is almost needless to add, however, that the general rules on these points may be varied or controlled by the intention of the testator, expressed or necessarily implied from the will. (5') IV. — OF TRUSTEES FOR RAISING PORTIONS. In settlements of property, whether by deed or will, provisions are very generally contained for raising portions for the children ; and a term of years is usually carved out of the estate, and limited to trustees to secure the payment of these charges.^ Charges of this description are in their nature real, and although there *be a covenant in the settlement on the part of the r^ogc-i settlor to pay the amount, yet that will usually be considered as auxiliary only, and the land will, notwithstanding, be primarily liable.(r) It follows, therefore, that where the trust is created by will, or where there is no covenant in the settlement for the payment of the portion, no debt will be created which can be enforced against the settlor or his personal assets. («) In these cases the term for securing the portions is usually limited to the trustees, in remainder expectant upon the determination of the parent's life estate, while the period fixed for the payment of the portions may, and frequently does, happen in the lifetime of the pa- rent. Under those circumstances a doubt has very frequently arisen in practice (where the event is not expressly provided for in de- claring the trust), whether the portions are to be raised immediately on the arrival of the period of payment by the sale or mortgage of the expectant term, or whether the raising of the money should be postponed until the term takes eflect in possession by the determina- tion of the previous life-estate. The decisions on this subject are by no means uniform. In some of them the portions have been held to (5) See 2 Rop. Legs. 222, et seq. (s) Edwards v. Freeman, 2 P. Wms. 3d ed. 437 ; Burgoyne v. Fox, 1 Atk. 576. (r) Lanoy v. Duke of Athol, 2 Atk. 444; Leohmeret). Charlton, 15Ves. 193. ' See as to the United States, 2 Kent Comm. 417, note (a); Glen v. Fisher, 6 J. C. R: 33; Birdsale v. Hewitt, 1 Paige, 32; Trippe v. Frazier, 4 H. & J. 446; Hite V. Hite, 2 Rand. 409 ; and post p. 376. " See Hawley v. James, 5 Paige, 318; Morehouse v. Colvin, 9 Eng. L. & Eq. 136 ; S. C. 13 Id. 167 ; De Beil v. Thompson, 3 Beav. 469 ; 12 CI. & F. 45 ; Sugd. Law of Prop. 53; Jones v. Maggs, 10 Eng. L. & Eq. 161 ; 2 Spence Eq. Jur. 390. 516 OF TRUSTEES FOR RAISING PORTIONS. be raiseable in the parent's lifetime ;(«) whilst in others it has been decided, that the children are not entitled until the parent's death. (m) It was said by Lord Talbot, and the words were adopted by Lord Eldon, that " the raising or not raising must depend upon the particu- lar penning of the trust, and the intention of the instrument. "(a;) And the court in construing the instrument will not be eager to lay hold of circumstances, but will hold an equal mind.(?/) Although it was laid down in some earlier cases, that very small grounds would be sufficient to induce the court to decide agaipst the raising of the money before the term vested in possession. (z) As a general rule, where portions secured by a term of years are made payable at a particular time, or on a particular event, as at twenty-one, or marriage, and the contingencies have happened, and there is nothing in the instrument to indicate a contrary intention, the portions must be raised by the immediate mortgage or sale of the term, though it be reversionary.(a) But it is scarcely necessary to add, that if there be any expres- sions tantamount to a direction, that the portions shall be raised only when the term takes effect in possession, such an expression of the intention will prevail ; and where the trust was to raise the portions from and after the commencement of the term, that has been held r*QfifiT ^^ffic^^'i* f°'' *^is purpose. (5) *And so if the parents have a ■- J general power of appointing the portions amongst the chil- dren by deed or will in such portions and manner and at such times as they may choose ; that will be considered plain evidence of an in- tention, that the money should not be raised in the lifetime of the parents, (c) The intention must be collected solely from the context of the in- strument itself, and any extraneous evidence is inadmissible. (d) To prevent any question on this point, a direction is now usually IS) Hillier v. Jones, 1 Eq. Ca. Abr. mour, 4 Ves. 440 ; Wynter v. Bold, ] S. 337; Gerrard v. Gerrard, 2 Vern. 458; & St. 507; Verneyv. Veruey, 2 Ed. 25. Staniforth v. Staniforth, Id. 460 : Sandys {x) Hebblethwaite v. Cartwright, Forr. V. Sandys, 1 P. Wms. 707 ; Hall v. Car- 32 ; Codrington %. Foley, 6 Ves. 379. ter, 2 Atk. 354: Hebblethwaite v. Cart- {y) 6 Ves. 380. wright, Forr. 30; Smiths). Evans, A tnbl. («) Stanley -u. Stanley, 1 Atk. 549; 533 ; Codrington v. Foley, 6 Ves. 364; Clinton v. Seymour, 4 Ves. 460. Smith V. Foley, 3 Y.& C. 142; Miohell (o) Codrington v. Foley, 6 Ves. 380. V. Michell, 4 Beav. 549. (6) Butler v. Duncomb, 1 P. Wms. («) Reresby v. Newland, 2 P. M^ms. 448. 94; S. C. 6 Bro. P. C. 75; Brome v. (c) Wynter i;. Bold, 1 S. & St. 507; Berkely, Id. 484; Stanley v. Stanley, 1 but see Gough v. Andrews, 1 Coll. 69, Atk. 549 ; Corbet ti. Maydwell, 2 Vern. where the existence of such a power 640; sed vide S. C. P. 656; Stevens v. in the parents was held by V. C. K. Dethick, 3 Atk. 39 ; Conway v. Conway, Bruce not to have the effect stated in 3 Bro. C. C. 267 ; sed vide Lord Eldon's the text, observations, 6 Ves. 379; Clinton u. Sey- (d) Corbet «. Maydwell, 2Vern. 641. OP TRUSTEES FOR RAISING PORTIONS. 517 inserted, that the portions shall not be raised in the lifetime of the parents :(e) and in all well-drawn instruments, this direction should go on to specify, whether the portions shall be raised in case any of the children should die after the happening of the contingency on which the portion is given, but before the time when it is made pay- able : as, for instance, where the trust of portions is for younger chil- dren at twenty-one or marriage, but not to be raised or paid until after the death of the parents ; and a child attains twenty-one or marries, but dies afterwards in the parents' lifetime. Unless this event is provided for, when the time arrives for the payment of the portions, a question will undoubtedly arise, whether the representa- tives of the deceased child are entitled, and this question has been a very fruitful source of litigation from an early period. In such cases, however, the usual construction, and the one which the court will strive to adopt(/) is, that the child took a vested interest in the por- tion, and that the period of payment only was postponed ; and the personal representatives of the child will therefore be entitled when the time for raising the money has arrived. (^) But the court, in favor of such a construction will not go the length of doing violence to the express words of the instrument ; and if it be manifest on the face of the settlement, that no child was intended to take except in the event of its surviving the parents, the intention so expressed will prevail, (A) Where portions are effectually charged on the land, the trustees will usually take a power of selling or mortgaging for the purpose of raising them ; although that power is not expressly given them by the terms of the instrument. For this is the most convenient mode of carrying out the intentions of the parties, to which the court will always strive to give effect.(i) And though the trust is to raise the portions by means of the rents and profits ; yet, if a particular time be fixed for the payment of the whole amount, that will be considered inconsistent with the intention (f) See Hall v. Carter, 2 Atk. 356. v. Earl of Glengall, 1 Dr. & W. 15. [See (/) Howgrave v. Cartier, 3 V. & B. Evans ^. Scott, 11 Jur. 292; 1 CI. & F. 86; Whatfordi;. Moore, 2 M. & Cr. 291; (N.S.) 57; Jones v. Jones, 13 Sim. 568; Clayton v. Earl of Glengall, 1 Dr. & W. Henderson v. Kennicott, 12 Jur. 848.] 1,15- {h) Hotchkin v. Humfrey, 2 Mad. 65 ; (g) Emperor v. Eolfe, 1 Ves. 208; Fitzgerald u. Field, 1 Russ. 430; What- Woodcock V. Duke of Dorset, 3 Bro.C. ford u, Moore, 7 Sim. 574 ; S. C. 3 M. C. 569 ; Hope v. Lord Clifden, 6 Ves. & Cr. 274. 499; Powis v. Burdett, 9 Ves. 428; (i) Backhouse v. Middleton, 1 Ch. King V. Hake, 9 Ves. 438 ; Howgrave Ca. 175; Meynel v. Massey, 2 Vern. 1 ; V. Cartier, 3 V. & B. 79 ; S. C. Coop. 66 ; Sheldon v. Dormer, Id. 3 10 ; Ashton v. Fry V. Lord Shelbourne, 3 Sim. 243; , 10 Mod. 401. Combe v. Combe, 2 Atk. 185 : Clayton 518 OP TKUSTBES POK RAISING POETIONS. r*3671 *^^* ^^^ *^"™ should be raised only by the gradual perception L -"of the annual income, and a sale Tvill be directed. (it) And the same doctrine will prevail, where the trust is, to raise the por- tions " as soon as conveniently may be," or, "as soon a-s possible.'YZ) Indeed, in several cases, a trust, to raise a gross sum by " rents and profits," without anything more, has been held to authorize a sale or mortgage by the trustees •,{m) if there be no further indication of an intention to restrict the meaning of the term to the "annual" rents and profits.(n) However, it is clearly competent for the settlor to prescribe that the portions shall be raised out of the yearly income only, and not out of the corpus of the estate. And therefore, if the direction be to raise the sum out of the "annual" rents and profits,(o) or if the intention, so to confine the trust, be otherwise sufficiently manifest, a sale or mortgage by the trustees cannot be supported.(p)' Where the rents and profits are expressly subjected to the payment of the portions, although the trust might authorize a sale or mortgage if required, it is notwithstanding the duty of the trustees, in the first place, to apply any of the rents which may have accrued towards the satisfaction of the portions •,{q) and it is immaterial that an alterna- tive is given them to raise the amount by the rents or profits, o?* by sale or mortgage. (r) If the term limited for securing the portions be insufficient for raising them by ordinary means, recourse may be had to the timber, (A) Sheldon v. Dormer, 2 Vera. 310; (n) See Ivy v. Gilbert, 2 P. Wms. 19 ; Backhouse I). Middleton, 1 Ch.Ca. 175; Evelyn v. Evelyn, Id. 669; Mills v. Okeden v. Okeden, 1 Atk. 551 ; see Al- Banks, 3 P. Wms. 7, 8. Ian ■!). Backhouse, 2 V. & B. 65, 75. (o) Anon. 1 Vern. 104; and see (/) Trafford v. Ashton, I P. Wms. Garmstone v. Gaunt, 9 Jurist, 78. 416 ; Ashton v. , 10 Mod. 401. (p) Elvers v. Derby, 2 Vern. 72; Ivy (m) Anon. 1 Vern. 104; Warburton v. Gilbert, 2 P. Wms. 13; Prec. Ck V. Warburton, 2 Vern. 420; Green v. 583; Evelyn i;. Evelyn, 2 P. Wms. 669; Belcher, 1 Atk. 505 ; Hall v. Carter, 2 Atk. Mills v. Banks, 3 P. Wms. 1 ; Okeden v. 858 ; Baines v. Dixon, 1 Ves. 42 ; Lord Okeden, 1 Atk. 550 ; see Shaftesbury v. Shrewsbury v. Shrev^sbury, 1 Ves. jun. Duke of Marlborough, 2 M. & K. 121. 234. [See Schermerhorne v. Schermer- (g) Okeden v. Okeden, 1 Atk. 552. home, 6 J. C. R.70; Story's Eq. § 1063, (j-) Warter v. Hutchinson, 1 S. &St. &c. Ante, p. 342, n. (c.)] 276 ; see Hall v. Carter, 2 Atk. 358. ' Where a testator directs the rents and profits of an estate to be applied for a limited period to the maintenance and education of certain individuals, this is a charge on the land in the hands of the devisees. Fox v. Phelps, 17 Wend. 393; 20 Wend. 437, in error: see Robinson v. Townshend, 3 G. & J. 413. In Hawley^). James, 5 Paige, 318, it was held that where trustees were directed by a will to raise portions out of the rents and profits of an estate, and they suffered the trust to expire without raising the portion, the court might direct the portion to be raised out of the rents and profits on hand; and if they had been distributed, the dis- tributees to refund. OF TRUSTEES FOR RAISING PORTIONS. 519 ■which may be sold, or to mines, which may be worked for that pur- pose.(s) Where one gross sum is directed to be raised for the portions of several younger children, to be paid to them at twenty-one, or any other specific period, in such a way that the whole of the shares are vested, and some of them have become payable, the whole sum should be raised at once by the trustees, and the shares not then payable, invested in the three per cents. For it will not be proper to incumber the estate with as many different sales or mortgages as there are shares to be paid.(«) But it is otherwise where several dis- tinct sums are directed to be raised and paid to the children at par- ticular times ; for there, the land will not be discharged by the raising and investment of any of those sums before the actual time of their respective payment has arrived : and it is immaterial that some of the sums so charged may have become payable.(M) Where a sum of money is charged on land, it will carry interest from the time when it is declared to be payable, although nothing be expressly *said respecting interest,(a;) and the interest allowed r^^qco-i by the court is usually four per cent.( «/) If there be an in- ^ -^ tention expressed or implied in the instrument to give interest or any payment in lieu of interest from a particular period, that direction will of course be followed in place of the general rule.(s) A trust for raising portions for children is expressly exempted from the operation of the Thellusson Act (39 & 40 Geo. III. c. 98), by which the period for accumulation of the income of property is restrained within certain limits.' The expenses of raising portions must, as a general rule, be borne by the trust estate, and not by the portions themselves.(a) Although (s) Offley V. Offley, Prec. Ch. 27. ter, 2 Atk. 358 ; Leech v. Leech, 2 Dr. {t) Gillbrand v. Goold, 5 Sim. 149. & W. 568, overruling Hays v. Bay ley, («) Dickenson v. Dickenson, 3 Bro. 3 Sugd. V. & P. 10th edition. C. C. 19. (i/) Gullam v. Holland, 2 Atk. 343 ; {x) Beal V. Beal, Prec. Ch. 405 ; Lord Trimlestown v. Colt, 1 Ves. 277. Roseberryu. Taylor, 6 Bro. P. C. 43; (2) Boycot v. Cotton, 1 Atk. 553; Bagenal v. Bagenal, Id. 81; Boycot v. Mitchell v. Bower, 3 Ves. 286; Clayton Cotton, 1 Atk. 552; Earl of Pomfret v. v. Earl of Glengall, 1 Dr. & W. 1. Lord Windsor, 2 Ves. 472; Hall v. Car- (a) Michell v. Michell, 4 Beav. 549. ' As to what are portions within this Act, see Jones v. Maggs, 1 1 Engl. L. & Eq. 159; Morgan v. Morgan, 2 Id. 35: Halford v. Staives, 16 Sim. 488; 13 Jur. 70; Beech v. Lord St. Vincent, 14 Jur! 731 ; 19 L. J. Ch. 131 ; Evans v. Hellier, 5 CI. & F. 114, and particularly Lord Barrington v. Siddell, 17 Jurist, 241, and Burt V. Sturt, Id. 729, where the authorities are fully discussed. The 9th section of the Act of April 18th, 1853, of Pennsylvania, (P. L. 507), copied from the Thel- lusson Act, omits the proviso with regard to portions ; so with the Revised Sta- tutes of New York, Part II. Tit. 2, Chap. I. Art. I. § 37. 520 OF INVESTMENT BY TRUSTEES. this rule will be subject to any direction to the contrary by the cre- ator of the trusts. V. — OF INVESTMENT BY TRUSTEES." The investment of the trust funds is one of the most important duties of a trustee, both as respects the interests of the cestui que trusts, and his own security. Any direction in the trust instrument as to the particular mode and nature of the investment, must be car- ried out as far as possible, and the trustees will not be answerable for any loss arising from that course. But where the direction for investing is in the usual general terms, ' In many of the United States there are statutes which authorize the invest- ment, by fiduciaries, in particular stocks, so as to discharge themselves from further liability. Thus, in Pennsylvania, by the act relating to Orphans' Courts (29 March, 1832, Dunlop, 471), Sect. 14, it is provided in substance, that where an executor, guardian, or trustee, shall have in his hands trust-moneys in any way needing investment, as therein specified, he may present a petition to the Or- phans' Court of the proper county, stating the circumstances of the case, &c.; when it shall be lawful for the court, on due proof, to make an order directing the investment of such moneys in the stocks or public debt of the United States, in the public debt of the Commonwealth, or of the city of Phila- delphia, or on real securities, at such prices or on such rates of interest and terms of payment, respectively, as the court shall think fit : and on such investment, the executor, guardian, or trustee, shall be fully exempted from lia- bility. It is provided, however, that the court shall not make any order coii- trary to the direction of the vrill or other instrument, in regard to the investment of the moneys. By the subsequent Acts of 13 April, 1838, 15 April, 1850, and 8 April, 1851, the provisions of the Act of 1832 are extended to the stock of the incorporated townships and districts of Philadelphia County, of Pittsburg and Alleghany, and of the water-works of Kensington, Philadelphia County. It has been held, however, that these acts were intended for the benefit of the trustee, and that he might, if he choose, invest as before; Twaddell's App., 5 Barr, 15; Worrell's App., 9 Barr, 508; Barton's Estate, 1 Pars. Eq. 24; the expense and delay of a petition being a useless burden in the case of small sums, as accruing interest. See Twaddell's App., ut supr. In Maine, Rev. St.^ lit. Testamentary Trustees, ch. III. Ml; the Court of Probate and Supreme Court may authorize the investment of trust-moneys in real estate, or in any manner most for the interest of all concerned. The provisions of New Hampshire, Rev. St. 1842, page 335, and Vermont, Rev. St. 1839, tit. xii. ch. 55, are similar. In Georgia, Cobb's New Dig. 333. trustees are authorized to invest in stocks, bonds, or other securities, issued by the State, which will relieve them from liability. And see Rev. Code Va. 552, 624 ; Rev. Code New Jersey, 209, &c.; Rev. St. Missouri, 551 ; Rev. St. Michigan, 301. In New York, it was said in Ackerman v. Eraott, 4 Barb. S. C. 626, that by analogy to the English rule, trustees would be authorized to invest in real securi- ties, in the public stocks of the United States, or of the Slate of New York, or in the N. Y. Life Insurance and Trust Company. It seems that in Maryland, how- ever, there is no favored stock. Murray v. Feinour, 2 Maryl. Ch. 419 ; Evans v. Inglehart, 6 Gill & J. 192. So in Massachusetts, it was said in Lovell v. Minott, 20 Pick. 119, that the English rule "is inapplicable in this country, and unte- nable. In fact, there are no public securities in this country which would answer the requisitions of an English Court of Equity." OF INVESTMENT BY TRUSTEES. 521 as, " to invest in government or real securities," the trustees must be governed by the construction which the court has put upon a trust so expressed. Therefore, a trust to invest on real securities will be properly executed by lending the trust-money on mortgage of free- hold lands or copyholds of inheritance to the extent of two-thirds of the then value. (6) But an advance to that extent will be improper upon the security of houses or buildings, or leasehold hereditaments, which are necessarily of a perishable nature ; or, still more, if the value depend on the occupation of the premises for any purpose of trade. And the trustees would be held personally responsible for any loss occasioned by such an investment. (c) So it has been held, that a power to lend trust-money on real or personal security, does not enable the trustees to accommodate a trader with a loan upon his bond.((;?) However, where there is a discretionary power for execu- tors and trustees to invest in the alternative on real or personal security, they will be justified as against legatees or other volunteers, where, in the exercise of a sound discretion, they lend the trust-money to an apparently responsible person at a reasonable interest, (e) But it seems that this rule would be difi"erent as against creditors.{fy (6) Stickney v. Sewell, 1 M. & Cr. Phillipsonv.Gatty, 7Hare, 516; but see 15; and see Wyalt v. Sharratt, 3 Beav. Jones v. Lewis, ut supra.] 498. [See Jones v. Lewis, 13 Jur. 877.] (rf) Langston v. Olivant, Coop. 33. (c) Stickney v. Sewell, 1 M. & Cr. 8; (e) Forbes v. Ross, 2 Cox, 1 16. see Wyatt V. Sharratt, 3 Beav. 498. [See (/) Doyle v. Blake, 2 Sch. & Lef. 239, 40. ' See Ackerman v. Emott, 4 Barb. S. C. 626; Murray v. Feinour. 2 Maryl. Ch. 419. The general rule is also in the United States, that either public securities or real securities are to be preferred. Ibid., Gray v. Fox, Saxt, 259 ; Worrell's App., 9 Barr, 508. What are real securities, has been a matter of question. It is clear that trustees cannot convert by purchasing land with the trust-moneys; the cestui que trusts having in such case the right to elect between the land, the principal money, and interest. Ousely v. Anstruther, 10 Beav. 456; Bonsall's App., 1 Rawle,273; Billington's App., 3 Rawle, 55; Kaufman v. Crawford, 9 W. & S. 131 ; Royers' App., 11 Penn. St. 36. Though a direction to invest in stocks or productive real estate, was held in Parsons v. Winslow, 16 Mass. 368, to authorize the purchase of land or dwelling-houses; or the purchase of the widow's right of dower on " such terms as to make the estate, when disencumbered, pro- ductive in proportion to its cost." In Phillipson v. Gatty, 7 Hare, 516. on the usual trust for government or real securities, it was held that a mortgage on town houses, whose value depended on their situation, and which was effected by covenants with neighboring houses, which mortgage was nearly to the value, was a breach of trust. But in Jones v. Lewis, 13 Jur. 877 ; 3 De Gex & Sm. 471, where trustees were directed by will to place the trust-moneys in the public funds, or in some good and approved freehold or leasehold securities at interest, the trustees, acting honestly and in good faith, upon the report of a surveyor (who had valued the property at £3500, and the annual rental at £175), lent £2600, on a mortgage, with powers of sale, of the valued property, which consisted of four freehold messuages, at the time in an unfinished state, the actual yearly rent of 522 OF INVESTMENT BY TRUSTEES. Where the trust is in the alternative to invest in land or any other r*QRQn *s^curity, the investment in land will be taken as the one pri- L -I marily contemplated by the settlor ; unless the nature of the which being only £105. The mortgagor having become insolvent, the trustees sold the property in 1836, for less than the amount lent by about £350, which sum was lost to the estate. In a suit by the cestui que trust, the court declined to charge the trustees, and allowed them their costs of suit, expenses, &o. Under a power in a settlement to trustees to invest on real securities, in Ireland, it was held in a recent case by the Master of the Rolls, that the trustees were authorized in lending money upon leaseholds for lives, with a covenant for perpetual re- newal, subject to a head rent ; but that they ought not to lend more than one- half of the net value of the property. Macleod v. Aniiesley, 17 Jur. 608. In Morris v. Wright, 14 Beav. 291, it was questioned whether a trustee would be justified in lending on a second mortgage, without obtaining the legal estate. That the security is greater than is necessary, is not, however, objectionable, and, therefore, where, according to the terms of the trust, the fund provided to secure an annuity may be invested on real security, the security chosen will not be an improper one, because it produces annually somewhat more than the an- nuity requires. Barnett v. Sheffield, 1 De G., Mac. & G. 371 ; 12 Engl. L. k Eq. 150. In Mant v. Leith, 16 Jur. 302; 10 Engl. L. & Eq. 302, railway debentures, though nominally real security, were held not a proper investment under the general power above stated, as they " could not be enforced in the ordinary way in which real security ought to be enforced, and the repayment could not be enforced for eight years." The Master of the Rolls remarked, " It is not sufficient for a trus- tee to say in defence of an investment, that it is on real security. There are other things to be considered — the nature of the property, and other matters. It may be that the property, though sufficient, is involved in litigation." London Dock stock, sewer bonds, and turnpike bonds, secured by a mortgage on the tolls and toll house of a company, were held not to be real securities, in Robin- son V. Robinson, 11 Beav. 371 ; 12 Jur. 967; but in the case on appeal, where the decision of the Master of the Rolls was reversed, the turnpike bonds were declared to be real security, and it was decided to be no breach of trust to have left funds remaining invested in them, as they had been by the testator; but at the same time, no opinion was expressed on the question as to whether the exe- cutors would have been authorized to have invested in them in the first instance; and a reference was directed to determine whether it would not be expedient to have them sold. In Barry v. Marriott, 12 Jur. 1043 ; 2 DeG. & Sm. 491, the public funds were treated as preferable to mortgages, where the question of a change was submitted to the court. In McCall v. Peachy, 3 Munf. 288, under a direction to invest in '■'good and sufficient securities " in Virginia or Maryland, as the execu- tors thought proper, it was held that they were authorized to invest in "town-office certificates," and other public securities. In Twaddell's App,, 5 Barr, 15, an in- vestment in the loans of the Lehigh Navigation, a company owning coal lands, and a canal to a much greater value than its debts, the interest on the loan being a preferred claim on the income, was held to be substantially on real estate. Sub- sequently, however, in Worrell's App., 9 Barr, 508, an investment in the stoch of the Schuylkill Navigation Company, which was not preferred, was held a breach of trust, though the company at the time was in good standing, and frequently selected for investments by trustees. See, also, the remarks of Gibson, C. J., in Twaddell's Appeal, on investment in the stock of companies where there is a preferred loan. In Worrell's Appeal, Twaddell's case was thought to have gone to the limits of the doctrine ; and the practice of investing in navigation and OF INVESTMENT BY TRUSTEES. 523 trusts forbids the adoption of that construction. (^) If the trust be to invest on some "good and sufficient security," the court will put its own interpretation on those terms, and will sanction no invest- ment which its own rules do not authorize. (A) And a trust to invest at the trustee's " discretion," will not authorize a loan of trust-money on personal security. («) A power to invest on personal, or any other unusual security, will be construed strictly, and the trustee will not be justified in Exceed- ing the terms of the authority. Thus, where the trustees of a set- tlement were empowered to lend 3,000?. on personal security, and they lent 5,000Z., being nearly the whole of the fund, they were held liable for a breach of trust, as having exceeded their authority. (^) And so a power in a settlement to lend trust-money to the husband on the security of his bond, will not authorize a loan to him on his promissory note.iV) In a recent case, a trustee by the terms of the settlement, was "empowered and required" to lend the trust-money to the husband on his personal security upon the requisition of the wife. The husband became insolvent, and took the benefit of the (g-) Earlom ?). Saunders, Ambl. 340 ; Steward, Coop 6; De Manneville v. Cowley V. Hartsonge, 1 Dow. 361; Crompton, 1 V. & B. 359. Cookson V. Reay, 5 Beav. 22; see (i) Pocock v. Reddington, 5 Ves. Hereford v. Eavenhill, 5 Beav. 5). 794. [Wormeley d. Wormeley, 1 Broc- (A) Booth V. Booth, 1 Beav. 125; see kenb. 339, 8 Wheat. 421.] Trafford v. Boehm, 3 Alk. 440 : Ryder {k) Payne v. Collier, 1 Ves. jun. 170. V. Bickerton, 3 Sw. 80, n.; Wilkes v. (I) Greenwood v. Wakeford, 1 Beav. 576. other companies, whose stability was uncertain, was strongly reprobated. In a subsequent case, however, Rush's Estate, 12 Penn. St. R. 375, where there was an express direction to invest in any loans of the United States, or of the State of Pennsylvania, or in any of the incorporated districts of the County of Phila- delphia, " or in any ■public stocks or securities, bearing an interest," it was held that executors were authorized to invest in the same Lehigh Loan ; it being in the popular sense in which the testator used the phrase, "a public stock." Whether, however, Hemphill's Appeal, 18 Penn. St. R. 303, does not interfere with the reasoning of the Chief Justice in the last case, may, perhaps, be doubted. In Ex parte Huff, 2 Barr, 227, under a power to invest in ground-rents, it was held that an investment in a redeemable ground-rent was authorized"; such being a usual mode of creating ground-rents in Pennsylvania, and, indeed, the only one now allowed under the Act of 1850. "City stock," at the time depreciated, was held an improper investment, in Trustees of Trans. Univ.i). Clay, 2 B. Monr. 386. From Rush's Appeal, 12 Penn. St. R., it would appear that, under general terms, the court would not authorize an investment on real security in another state; but if the testator expressly directs such investment, the court will not change it. Burrell v. Sheill, 2 Barb. S. C. 457. A direction to invest in " bank stocks, or freehold lands or lots," will not au- thorize investment in the United States loan. Bannister v. McKensie, 6 Munf. 447. 524 0]? INVESTMENT BY TRUSTEES. act, and the trustee then refused to lend him the money, though re- quired to do so by the wife ; and it was held by Sir K. Bruce, V. C, that the insolvency of the husband had created such an alteration of the circumstances as to justify that refusal. (m) However, it does not follow that it would have been a breach of trust in this case, if the trustee had complied with the wife's requisition, and lent the money to the husband, notwithstanding his insolvency.(n) If the power, authorizing an investment of the trust funds on per- sonal security, require the observance of any formalities, those for- malities must be duly observed. Thus, where the consent in writing of the wife is made requisite previously to such an investment, the trustees will be liable for investing with only her verbal consent ;(o) and so where attestation is required to the written consent, that for- mality cannot be dispensed with,(p) and a subsequent consent to the investment will not be sufficient where a previous consent was made necessary, (g') A power for the trustees to invest " on good private security" does not warrant their retaining the fund in their own possession, and using it for the purposes of their business ; and under such circumstances they would be charged with interest at five per cent.(r) A trust to invest on "good freehold security" can only be exe- cuted by an investment of that description. (s) But if the existing securities be unsafe and improper, and an immediate conversion be _. required, it *seems to be the duty of the trustees to make an L -J interim investment in the funds, until a proper purchase of freeholds can be found. (<) Where stock is settled in trust for a husband and wife for life with remainder to their children, with power for the trustees "to call in and lay out the money at greater interest, if they could," an in- vestment in the purchase of an annuity for the life of one of the tenants for life is improper.(M) A trust to invest on "government securities" has been held not to authorize an investment in Exchequer bills.{x) Where trustees are directed by will to invest a sum of money "with all convenient speed" in the purchase of land, it has been (m) Boss V. Godsall, 1 N. C. C. 617. (r) Westoveni. Chapman, 1 Coll. 177. [See Fowler v. Reynal, 13 Jur. 654.] («) Wyatt v. Willis, 8 Jurist, 117. [1 (n) See Burt v. Ingram, Lewin, Trust, Cooper, 154 (n.)] 277. (0 Sowerby v. Clayton, 8 Jurist, 597; (o) Cocker v. Quayle, 1 R. & M. 535; 3 Hare, 430. see Kellaway u. Johnson, 5 Beav. 319. (u) Fitzgeneral v. Pringle, 2 Moll. (p) Hopkins v. Miall, 2 R. & M. 86. 534. (g) Bateman v. Davis, 3 Mad. 98; {x) Ex parte Chaplin, 3 Y.&C. 396. see Adams D. Broke, IN.C. C.627. [Knott v. Cottee, 13 Eng. L. & Eq. 311.] / / OF INVESTMENT BY TRUSTEES. 525 held, that twelve months from the testator's death is to be considered a reasonable time for making the purchase, (y) By the act 4 & 5 Will. IV. c. 29, which is also retrospective in its operation, where any will or settlement contains a power to invest on real securities in England, or Wales, or Great Britain, or on real se- curities generally, the power may be exercised by investing on real security in Ireland. But the 2d section provides, that where the interest of any infant, or person of unsound mind, is concerned, all investments under the act are to be made by the direction of the Court of Chancery in England. It has been decided, that the ap- plication to the court for this purpose may be made either in a cause, or by petition without suit in a summary way.(2) But where a trust fund, which is settled on a party for life, with remainders over, is already in court and invested in the three per cents., the court will not, on the petition of the equitable tenant for life presented under this act, order it to be sold out, and invested on Irish real securities, producing a larger income. For such a course, though for the ad- vantage of the tenant for life, is not necessarily for the benefit of the parties entitled in remainder. And the court will not even direct a reference to the Master to- inquire into the expediency of such a proceeding. (a) This case is therefore an authority for laying it down, that under similar circumstances a trustee, notwithstanding the act, would not be justified in disposing of the securities on which the trust funds may be properly invested, in order to lay out the money on Irish real securities, although a larger income might thus be realized. A neglect to make proper investments is a breach of trust, the consequences of which will be visited on the trustees. And if they unnecessarily retain cash balances in their hands, or otherwise, with- out sufficient reason, allow any part of the trust funds to remain un- productive, they will be personally answerable to their cestuis que trusts for any loss of income or capital that may be traced to that source.' Thus, if a trustee, who is directed to invest a legacy immediately in stock, retain it for a considerable period in his own hands, and there is a subsequent rise in the price of the stock, the loss will fall upon him, and he will be decreed to purchase as much stock as might {y) Parry v. Warrington, 6 Mad. 155. this Act, Kirkpatrick's Trust, 6 Eng. L. {z) Ex parte French, 7 Sim. 510; see & Eq. 152.] Stuart V. Stuart, 3 Beav. 430. [See on (a) Stuart v. Stuart, 3 Beav. 430. I See post, 3J4, n. 1, where the American cases cited on the question of in- terest, are in general equal authorities for holding the trustee liable in case of a loss under the same circumstances. See also Harrison v. Mock, 10 Alab. 193. 526 OF INVESTMENT BY TRUSTEES. r^oTi-i have been bought *mth the trust fund, at the time when it ought have been invested.(e) And the same riile applies to an executor, who by his conduct has become a trustee for the in- vestment of a legacy, (ci) It was decided on one occasion by Sir J. Leach, V. C, that where the trustees are directed to invest in the alternative, either in stock or on real security, and the fund is lost through their neglect in mak- ing a proper investment, the trustees shall be answerable for the prin- cipal money only, and not for the value of the stock, that might have been purchased : for if real security had been taken, as it might have been, the principal money only would have been forthcoming to the trust.(e) But in a subsequent case where there was a similar trust, Lord Gilford, M. R., after some hesitation held the trustees liable for the amount of stock, which might have been purchased, notwithstand- ing the alternative discretion given to the trustees. (/) And this last decision was followed by Lord Langdale, M. R., in a very recent case.(^) So that the distinction taken by Sir J. Leach, in Marsh v. Hunter, must now be considered as overruled.(l) (c) Byrchall v. Bradford, 6 Mad. 235, (e) Marsh v. Hunter, 6 Mad. 295. 240; and see Pride v. Fooks, 2 Beav. [Affirmed Robinson v. Robinson, 9 430 ; Walts v. Girdlestone, 6 Beav. 188 ; Engl. L. & Eq. 67.] Clough V. Bond, 3 M. & Cr. 496. [Phil- (/) Hockley v. Bantock, 1 Russ. 141. lipson V. Gatty, 7 Hare, 516; see Bank of (g-) Watts «. Girdlestone, 6 Beav. 188. Virginia v. Craig, 6 Leigh, 399 ; Robin- [These cases, hovpever, are now over- son V. Robinson, 9 Eng. L. &Eq. 69.] ruled, 9 Engl. L. & Eq. 69, see post] ((/) Ibid. (1) But the doctrine of this case (Marsh v. Hunter) has been revived in Eng- land, in a case still more recent than any cited in the text. For, vrhere trustees were directed to invest trust-money in such stocks, funds, or securities, as to them should seem reasonable, and they did not invest the money, but allowed it to remain in the hands, and upon the personal security, of one of themselves, who afterwards became bankrupt, it was held, that they were answerable for the money only, and not for the stock which might have been purchased therevrith. (Shepherd v. Mouls, June 7, 1845, Jurist, No. 441, p. 506), [4 Hare, 580], before Vice Chancellor Wigrara, whose opinion was delivered as follows: — Sir James WiGRAM, V. C. — "In this case, certain property was given to trustees, upon trust to lay it out in the purchase of government or real securities. The trustees did not lay out the property in either, but kept the money in their hands; and the only question I have to consider is, whether the trustees are to be charged vrith the amount of money and interest, or whether the parties interested in the fund have a right to charge them with the amount of slock which might have been purchased at the time, when the money was in their hands for that purpose. Where trustees are bound by the terms of their trust to invest the money in the funds, and instead of doing so, retain the money in their hands, the cestui qus trusts may elect to charge them either with the amount of money, or with the amount of stock which they might have purchased. If the trustees are not bound to invest in the funds or in any specific security, but, by the terras of the trust, have a discretion to invest it in various ways, and, instead of doing so, they re- OF INVESTMENT BY TRUSTEES. 527 *In like manner if the principal be lost by the failure of r*3y2-] the banker, or ,other person, in whose hands the trustees have tain the money in their hands, if the'cestui que trusts are desirous not to take the money, but to charge the trustees with the value of the security that might have been obtained, the court is placed in a difficulty. The discretion given to the trustees to elect between several securities makes it impossible to ascertain the amount of loss occasioned by the omission to invest, except in the possible case, which has not occurred here, of some one offering a security in conformity with the terms of the trust. Suppose the trust to have been to invest in the funds or in the purchase of lands, there would then be no belter reason for saying that the trustees ought to have made the investment in the funds, than for saying that they ought to have invested in the purchase of lands. In the case before me, I see no more reason for saying that the trustees were bound to invest in the fundsj unless a real security had presented itself, than for saying that they vrere bound to invest in real estate, unless a security in stock had offered itself The breach of trust is not in having omitted to choose the one rather than the other, but in not having made an investment at all, either in the one or the other of those se- curities. ' That was the opinion of Sir John Leach, in the case of Marsh v. Hun- ter, 6 Madd. 295. Lord Gifford, however, in the case of Hockley v. Bantock, 1 Russ. 141, decided otherwise. In the latter of these cases, the former was not cited; and, judging from the great hesitation with which the court made the order, it appears probable, that, had the case of Marsh v. Hunter been cited, the decision would have been different. In Watts v. Girdlestone, 6 Beav. 188, the same question came before Lord Langdale, whose decision was in accordance with that in Hockley v. Bantock. My own strong impression is in favor of the view taken in Marsh v. Hunter. The trustee is to invest in a fair security only, and on what principle can the court charge the trustee with the accidental im- provement in value of one of several securities, where he is not bound, in the execution of his trust to select that particular security rather than another 1 It is extremely to be regretted, that there should be a difference of opinion in the de- cisions upon a point like this, and I desired that the case might stand over, in order to see whether I could find a judge decidedly of opinion one way or the other upon the point. Having failed in doing so, I am compelled to exercise my own judgment, which is, that I cannot do otherwise than think, that the case of Marsh v. Hunter is right." A writer in a subsequent number of the Jurist (No. 443, p. 227), in a review of the conflicting decisions existing upon the question discussed in the foregoing judgment, after stating the question at length, thus remarks ; — Upon this the au- thority now stands thus : — "That the trustees are liable at ( Hockley v. Bantock, 1 Russ. 141. the option of the cestui que ImeSt, \ Watts v. Girdlestone, 6 Beav. 188. " That they are not so liable, but \ ^^'''^ "" H^^'^""' ^ ^^^'^- 2^^- only to pay principal and interest, ) Shepherd v. Mouls, Jurist, No. 441, ■' ^ ■' '^ ' ' ( p. 506. [4 Hare, 580.]" The point is, as nearly as possible, the same in all these cases, so that it is as fair and decided a conflict of authority as could well be imagined, and a much more complete one than is to be desired. We are, therefore, in considering this question, thrown back upon principle. Now, let us see what is the principle to be collected from the general stream of authorities bearing upon the liabilities of trustees. There is not, we submit, any such priticiple, as that trustees having done wrong, either by doing that 528 OF INVESTMENT BY TRUSTEES, unnecessarily allowed it to remain, they will be liable to make good the amount. (A) (h) Anon. Lofft. 492; Challen v. Ship- v. ,CockerelI, ib. 339 ; Mathews v. Brise pam, 4 Hare, 555 ; Fletcher v. Walker, 6 Beav. 239 ; Macdonnell v. Hardino- 7 3 Mad. 73 ; Massey. ?J. Banner, 4 Mad. Sim. 178. [Drever v. Mawdesley, 13 419; Moyle v. Moyle, 2 R. &M. 701 ; Jur. 331. But see Johnston v. Newton Lowry ^.Fulton, 9 Sim. 115; Munch 17 Jurist, 825.] which they ought not to have done, or omitting to do that which they ought to have done, are to be punished by the court, except by costs. The principle is', that trustees are to hold the trust fund for the benefit of the cestui que trust, deal- ing with it only as they are directed or permitted to deal with it by the instru- ment of trust; or, if there be no directions contained in such instrument, then according to certain known rules prescribed by the court. It follows as one con- sequence of this principle, that, if they waste the fund, they are to account to the cestui que trust, as if they had done with it what they ought to have done, or. if the result of such an account cannot be ascertained, then they are to account for the principal and interest, which is what, in the absence of information to the contrary, is the produce of the fund. It follows, as a second consequence of the principle above stated, that whatever trustees have actually made with the trust fund, ihey shall account for so much to the cestui que trust; for, as they hold the fund for him, they must also hold for him all its accretions, which are, in fact, part of itself. And it is their own folly, if they choose to employ their owa labor in making the trust fund grow beyond the extent to which it was their mere duty to extend it. There are cases upon cases which, show that the court has not generally en- tertained any notion of punishing trustees for breach of trust, by exacting from them more than a full account of the trust fund, subject to, and consistent with, the powers and discretion confided to them. But we select one only as peculiarly supporting our proposition, because, in that case, it is quite obvious, from the strong language used by the judge, that he would have treated the trustees as fit subjects for punishment, if he had felt that, judicially, he was at liberty to pun- ish them. The case to which we refer is Pocock v. Eeddington, 5 Ves. 794, one of the early cases upon the question of what interest a trustee shall be charged with. The trustee in that case had most improperly lent the trust money upon personal security, and the Master of the Rolls disapproving in very strong lan- guage of his conduct, still in decreeing against him, did not put the decree on any ground of punishing the trustees, but simply treated him as liable to answer for what he might reasonably be supposed to have inade; and if he had made more, for that also.' The innumerable cases, indeed, upon breaches of trust by executors and trus- tees, all appear to proceed upon the ground of the trustee's tide being purely representative, so that he must, when called upon, produce the fund, with such accretions as it has actually acquired in his hands, or such accretions as it may reasonably be presumed to have acquired. And until Hockley v. Bantock, there is, we believe, no case in which an attempt has been made to punish a trustee, by depriving him of the discretionary powers reposed in him by the settlor, and holding him liable to account as if he had been specifically directed to do that (1) This case may, perhaps, be referred to, as in some measure supporting Shepherd «. Mouls. The trust for investment was to place the funds out at interest at their (the trustees') discretum. The Master of the Rolls of course did not hold this language as justifying an investment on mere personal security. But he appears to have thought (dubitando it is true), that it might have justified an invest- metit on real security; and, if so, the case was of the same class as those we are considering, as the power was, in that Tiew of the case, in effect, to invest in the funds or on real security. OF INVESTMENT BY TRUSTEES. 529 And it is no answer to a charge of this description to say, that the fund *has been retained or misapplied by one or more of r*373-| the co-trustees, if the others have been cognizant of or in any which, in the result, turns out most to the advantage of the cestui que trust; in fact, to vary the trusts of the instrument of trust, for the purpose of punishing the trustee. For that is the effect of the rule adopted in Hockley v. Bantock and Watts V. Girdlestone. The testator in the first case, and the settlor in the second, had given to the trustees a power of selection between two funds; the result of the decision in each of those cases is to determine that the trustee, by reason of his misconduct, should be held accountable not as if he had had a power of se- lection, but as if he had been specifically confined to a particular investment ; it charged him not pursuant to the instrument, but in derogation of it. The cases of breach of trust by embarking the fund in unauthorized speculations, whether intended dishonestly for the personal advantage of the trustee, or honestly for the benefit of the cestui que trust, obviously afford no support to Hockley v. Ban- tock; those being invariably cases in which the question has not been, which of two modes of investment originally open to the trustee shall be taken as the groundwork on which to found the calculations of his accounts, the fund being in fact wasted; but, whether the trustee, having improperly employed, but for- tunately increased, the fund, shall be caused to deliver up what the fund has ac- tually produced, or to pay what it would have produced if treated according to the only course which was originally regular. The two classes of cases are to- tally and visibly distinct. The decisions in Hockley v. Bantock and Watts v. Girdlestone assert, in fact, not the old jurisdiction, of holding a trustee to produce the fund, such as it is, or such as if he had acted regularly, it would have been, but the much stronger one, of deciding for him, because of, and in punishment of, his misconduct, how he ought to have exercised that discretion, which it is clear, but for the misconduct, the court could not have interfered with. They do not pursue the rule of equity, of holding a man to have done that which he ought to have done, but determine for him what, in the exercise of a discretion unfet- tered by the terms of the instrument, he ought to have done. We confess, this does appear to us to be carrying the equitable control of the court a great way; it goes, in truth, the length of altering the trusts declared by the founder of the trust. And with this impression we certainly are glad to see the case of Shep- herd V. Mouls bringing back the rule (so far as in the conflicting state of the specific authorities there can be said now to be a rule), to the doctrine of Marsh V. Hunter; a doctrine, consistent, as we humbly contend, with general princi- ples, and not inconsistent with the reasonable protection oicestuis que trustent." — T. [The conflict of authorities on this subject has been recently terminated in Eng- land by the case of Robinson v. Robinson, 9 Engl. L. & Eq. 69, before the Lords Justices of Appeal, where it was held, overruling S. C. 12 Jur. 969; II Beav. 374; Ousley v. Anstruther, 10 Beav. 456; Watts v. Girdlestone, and the other cases cited above, and on full consideration of the authorities, that, where trus- tees had an option to invest either in the three per cents, or on real security, which they neglected to do, the cestui que trust could only charge them with the princi- pal and interest, and could not claim the amount of the three per cents. ; and see Phillipson ^.Gattey, 13 Jur. 318; Rees'U. Williams, 1 DeG. &Sm.314. However, ^writer in the English Jurist (17 Jur. p. ii. 199) argues very strenuously against the decision in this case. He insists that the reasoning on which it is founded is fallacious; and submits that "the doctrine of Robinson v. Robinson, cannot be safely relied upon, until it is affirmed in the House of Lords. It is contrary to the severe, but salutary rules by which the Court of Chancery determines the 34 530 OP INVESTMENT BY TRUSTEES. way accessory to the exclusive possession of the trust fund by the trustees who have occasioned the loss.(i) And where the money is paid by the trustee to a banker or broker for the purpose of being invested, it is the trustee's duty to ascertain „ that the *investment is duly made, and he will be answer- ■- J able to the cestui que trusts, if the fund be lost through his neglect of that duty.(A;)^ And in these cases the trustees will in general be decreed fcq account for the principal, which has been retained unproductive, or lost, with interest. (Z) And interest in these cases is generally given at four per cent. ;(m) but if there be also crassa negligentia on the part of the trustees, or they be guilty of an active breach of trust, as by employing the trust-moneys for their own benefit, or by other acts of misfeasance, interest at five per cent, will be charged.(?i) But mere ordinary negligence will not be a sufiicient reason for charging a trustee with the interest at five per cent.(o)^ (i) Lincoln v. Wright, 4 Beav. 427 ; Firth, Id. 433 ; Younge v. Combe, 4 Meyer v. Montriou, 5 Beav. 146; Over- Ves. 101 ; Longmore v. Broom, 7 Ves. ton V. Banister, V. C. Wigram, [3 Hare, 124 ; Roche v. Hart, 1 1 Ves. 58 ; Daw- 503] ; Hewett v. Foster, 6 Beav. 259 ; son v. Massey, 1 Ball & B. 231; Trim- Chambers ■«. Minchin, 7 Ves. 186 ; Lord mleston v. Hammil, Id. 385; TebbsD. Shipbrook v. Lord Hinchinbrook, 1 1 Carpenter, 1 Mad. 290 : Mousley v. Ves. 252; Brice ■!). Stokes, Id. 319; Carr, 4 Beav. 49 ; Hosking v. Nicholls, Walker v. Symonds, 3 Sw. 1 ; Langford 1 N. C. C. 478. V. Gascoigne, Id. 333; Underwood v. (n) Treves v. Townshend, 1 Bro. C. Stephens, 1 Mer. 712; Booth v. Booth, C. 384; Forbes ti. Ross, 2 Bro. C.C.430; 1 Beav. 125; Williams v. Nixon, 2 Piety v. Stace, 4 Ves. 620; Pocook ». Beav. 472 ; Broadhurst v. Balguy, 1 N. Reddington, 5 Ves. 794 ; Roche v. Hatt, C. C. 16; Ante, Ch. I. Sect. 2 of this 11 Ves. 60; Dornford v. Dornford, 12 Division, page 309 and notes. Ves. 127; Ashburnham v. Thompson, (i) Challen v. Shipham [4 Hare, 13 Ves. 402; Bate v. Scales, 12 Ves. 555.] 402 ; Crockelt v. Bethune, 1 J. & W. Q) Fletcher ti. Walker, 3 Mad. 73; 586; Heathcote ?;.Hulme, Id. 122; Alt- Underwood V. Stevens, 1 Mer. 712; Gen. v. Solly, 2 Sim. 518; Brown t). Munch V. Cockerel!, 9 Sim. 339, 351. Sansome, 1 M'Clel. & Y. 427 ; Sutton ». (m) Lincoln v. AUeg, 4 Bro. P. C.' Sharp, 1 Russ. 146; Mousley u. Carr, 4 553; Hicks w. Hicks, 3 Alk. 274; Per- Beav. 49; Westover v. Chapman, 1 kins V. Baynton, 1 Bro. C. C. 375; New- Coll. 177. ton V. Benett, Id. 359 ; Littletales v. Gas- (o) Roche v. Hart, 1 1 Ves. 58. cbigne, 3 Bro. C. C. 73; Franklin v. responsibility of trustees ; and it is contrary, we submit, also, to the established principles of Equity."] ' So where trustees sold out stock, and handed over the proceeds to their solicitor for reinvestment, who misapplied the money, they were held liable. Rowland v. Witherden, 11 Engl. L. & Eq. 131; see, also, to the same effect. Ghost V. Waller, 9 Beav. 497. 2 In Robinson v. Robinson, 9 Engl. L. & Eq. 70, where this subject was fully discussed, the following propositions were laid down, on a review of the authori" OF INVESTMENT BY TRUSTEES. 531 Where a very strong case of corruption or improper conduct is established against the trustees, and there is an express direction in ties: "First, where trustees improperly retain balances, or cause or permit trust- money to be lost, they are chargeable with the same, with interest at four per cent. (See, also, Jones v. Foxhall, 13 Engl. L, & Eq. 144 ; Knott v. Cottee, Id. 311.) Secondly, where trustees have money in their hands which they are bound permanently to invest for the benefit of their cestui que trust, the rule of the court is generally, that they shall invest in three per cents.; therefore, if they neglect to do so, and there is no express direction not to do so, or there is an express trust that they shall do so, in the latter case, and it seems in the two former, it is in the option of the cestui que trust to charge them either with the principal sum retained, and interest, or with the amount of three per cents., which would have been purchased, had the investment been made. Thirdly, where trustees lend or use trust-money on trade, they are chargeable not only with the money and interest, but with the profits made in the trade, the interest generally being at five per cent." (See Williams v. Powell, 10 Engl. L. & Eq. 233 : Jones u. Foxhall, 13 Id. 144.) This case is understood to have settled the law of the Court of Chancery on the subject, see Knott v. Cottee, 13 Engl. L. & Eq. 311. See, also, with regard to interest on balances, Jones v. Morrall. 2 Sim. N. S. 241. On the subject of compound interest, or annual rests, nothing is said in Robin- son V. Robinson, but it is to be presumed that the usual rule was not intended to be afiected. In Jones v. Foxhall, 13 Engl. L. & Eq. 142, the Master of the Rolls uses the following language : "Generally, it may be stated, that if an executor has retained balances in his hands which he ought to have invested, the court will charge him with simple interest at four per cent, on these balances. If, in addition to this, he has committed .a direct breach of trust, or if the fund has been taken by him from a proper state of investment, in which it was producing five per cent., he will be charged with interest after the rate of five per cent, per annum. If, in addition to this, he has employed the money so obtained by him in trade or speculation, for his own benefit and advantage, he will be charged either with the profits actually obtained by him from the use of the money, or with interest at five per cent, per annum, and also with yearly rests, that is, with compound interest." . . : . "The principle upon which executors and trnstees, when charged with interest on balances, are made to account with yearly or half-yearly rests, is not so clearly defined, nor are the decided cases by any means free from obscurity or contradiction. In some cases the court has charged the trustee with annual rests, because the trusts under which he acted, in distinct terms required him to accumulate the fund with compound interest. In other cases the principle seems to have been, that the court visits the trustee or the exe- cutor with an account in the natureof a penalty for his misconduct, where he has not merely committed a breach of trust, but where he has himself actually en- deavored to derive, or has, in fact, derived some pecuniary advantage from the use of the money of which he has thus obtained possession. In all these cases, however, a large discretion seems to have been exercised by the court, which has regarded the facts and circumstances attending each particular case; and 'it is to the exercise of this discretion, that the difficulty of discovering the principle in some of the reported cases is to be attributed, and it is only upon this principle that the latter cases, in which the rule has been drawn more stringently against the trustee, can be reconciled with some of the earlier cases." Accordingly, in that case a trustee of a marriage settlement, whose duty it was to have got in a sum of £350 trust-money, invested in a, trading firm of which he was a partner, and to reinvest it in consols on the death of the tenant for life, hut which he 532 OF INVESTMENT BY TRUSTEES. the trust instrument to accumulate the income, the account will be directed to be taken with annual or half-yearly rests, so as to charge suffered to remain in tiie firm for a period exceeding fifteen years after that time though he eventually paid the principal with five per cent, interest, was held liable to account with annual rests. It is to be remarked, that had the money been properly invested, it would have probably produced compound interest, as the dividends would have been reinvested. In Williams v. Powell, 10 Engl. L. & Eq. 225, it was held that where an executor having ample funds in his hands, and there being no excuse for retaining the money, instead of paying legacies (the time for distribution having arrived), and dividing the residue amoiig the residuary legatees, retains the money in his own hands, he is guiKy of a breach of trust, and will be charged five percent, on the money retained; and if he pays the money into his banker's, and mixes it with his own money, he will be con- sidered to have had the same benefit in respect of if, as if he had embarked it in trade, and will be charged with annual rests on the balance in his hands; and the burden lies on him to show that he has derived no benefit from the balance thus in his hands. But in Knott v. Cottee, 13 Engl. L. & Eq. 311, where it did not appear that a trustee, who had made improper investments, bad bene- fited himself thereby, or used the money in trade, only four per cent, was given; but as there had been there an express direction to accumulate surplus income, which the trustee had neglected to do, annual rests were allowed. It is well settled in the United States, that where an executor, guardian, or other trustee, mingles the trust fund with his own, (Mumford v. Murray, 6 J. C. R. 1; Beverly v. Miller, 6 Mumford, 99; Diffenderfer v. Winder, 3 G. & J. 341 ; Jacottu. Emmett, 11 Paige, 142; Kellet v. Rathbun,4 Paige, 102; De Peystera Clarkson, 2 Wend. 77; Garniss v. Gardner, 1 Edw. Ch. 128; Spear v. Tinkham, 2 Barb. Ch. 211 ; Peyton v. Smith, 2 Dev. & Batt. Eq. 325; Jameson v. Shelly, 2 Humph. 198; Dyott's Est., 2 W. & S. 565; Merrick's Est., 2 Ashm. 305; In re Thorp, Daveis' fiep. 290) ; or uses it in his private business (Ibid. ; Miller v. Beverly, 4 Henn. & M. 415; Manning v. Manning, 1 J. C. R. 555: Brown i;. Kicketts, 4 J. C. R. 303; In re Thorp, Daveis, 290) ; or neglects to invest, where it is his duty to do so (Lomax v. Pendleton, 3 Call, 538; Schieffelin v. Stewart, 1 J. C. K. 620; Garniss v. Gardner, 1 Edw. Ch. 128; Williamson v. Williamson, 6 Paige, 298; Dunscombe v. Dunscombe, 1 J. C. R. 588; Chase v. Lockerman, 11 G.& J. 185; Armstrong v. Miller, 6 Hammond, 118; Aston's Est., 5 Wh. 228; Handly v'. Snodgrass, 9 Leigh, 184; In re Thorp, Daveis, 290), though he is entitled to a reasonable time, at first, to seek investments (Dillard v. Tomlinson, 1 Munf 183 ; Minuse v. Cox, 5 J. C. R. 448 ; Carter v. Cutting, 5 Munf 223 ; Ringgold v. Ringgold, 1 H. & G. 11), for which purpose six months have been considered proper (Dunscombe v. Dunscombe, 1 J. C. R. 588 ; Ringgold v. Ringgold, 1 H. & G. 1 1 ; Merrick'sEst., 2 Ashm. 305 ; see Arthur v. Master in Eq., 1 Harp. Eq. 471 ; iu Cogswell V. Cogswell, 2 Edw. Ch. 231, however, a year from testator's death was given to make an investment directed in U. S. Bank stock)'; or the trustee invests in unproductive property (Ringgold v. Wilmer, ut supra) ; or neglects to settle his account for a long period (Lyle v. Hatton, 6 G. & J. 122; Tumey v. Williams, 7 Yerg. 172), or to distribute where necessary (Gray v. Thompson, 1 J. C. R. 82; Williams v. Powell, 10 Engl. L. & Eq. 224) : he is liable to interest. In Rapalje v. Nosworthy, 1 Sandf Ch. 399, however, it was held that the trostee is not thus liable, merely because he deposits trust-money in his own name, or uses it; there must be a breach of trust, or neglect to invest when required. In settling the account against a trustee, the general rule is to give interest on the annual balances in his hands, though not so as to compound it. Rowland v. OF INVESTMENT BY TRUSTEES. 533 them with compound interest,(^) or an inquiry will be directed as to what would have been the amount of the accumulation, so as to charge them with that amount.(g') It has been held, that if a trustee, being a trader, keep trust- moneys in his own name idle at his banker's, that is tantamount to (;)) Stacpoole v. Stacpoole, 4 Dow. Russ. 107; Doinford v. Domford, 12 209. [See the remarks on this case of Ves. 127 ; Brown v. Sansome, 1 M'Clel. the M. R. in 13 Engl. L. & Eq. 310.] &Y. 427. Brown v. Southouse, 3 Bro. C. C. 107; (g) Brown v. Sansome, 1 M'Clel. & Raphael v. Boehra, 11 Ves. 92, 13 Ves. Y. 427. 407, 590; Walker v. Woodward, 1 Best, 2 McCord's Ch. 317; Jordan v. Hunt, 2 Hill's Eq. 145; Walker i). Byrnam, 4 Desaus. 555; Campbell v. Williamson, 3 Monr. 122; Jones v. Ward, 10 Yerg. 160: Sheppard v. Stark, 3 Munf. 29; Harwell v. Anderson, 3 Leigh, 348; Garrett V. Carr, Id. 407 ; though see Powell v. Powell, 10 Alab. 900. But there may be circumstances where interest will only be allowed on accumulated balances, as ■where the annual balances are too small to have been set at interest. Rapalje v. Nosworthy, 1 Sandf. Ch. 399 ; Woods v. Garnett, 6 Leigh, 271. Where the money is paid into court by the trustee, there interest ceases of course. January v. Poyntz, 2 B. Monr. 404. But during exceptions to an auditor's report on an exe- cutor's account, the latter is bound to keep the fund at interest, and is liable therefor. Yundt's Appeal, 15 Penn. St. R. 575. In cases of gross misconduct, as the employment of the funds by the trustee in his own business, and a refusal to account for the profits, or of wilful omission to accumulate, according to several cases, or dicta, in this country, compound interest may be allowed. Schieffelin v. Stewart, 1 J. C. R. 620; Garniss v. Gardner, 1 Edw. Ch. 128; Vanderheyden ?;. Vanderheyden, 2 Paige, 287; Acker- man V. Emott, 4 Barb. S. C. 626 ; Utica Ins. Co. v. Lynch, 11 Paige, 520; Latimer V. Harrison, I Bland, 58 ; DifFenderfer v. Winder, 3 G. & J. 341 ; Wright v. Wright, 2 McCord's Ch. 185; Robbins v. Robbins, 1 Pick. 528, note; Hodge u. Hawkins, 2 Dev. & Batt. 566; Greening ij. Fox, 12 B. Monr. 190; Karr v. Karr, 6 Dana,,3, (where biennial rests were thought proper)'; Clemens v. Caldwell, 7 B. Moiir. 171 ; Harland's Accounts, 5 Rawle, 329; Lukens' App., 7 W. & S. 48 ; 2 Kent 231, n. In Utica Ins. Co. v. Lynch, 11 Paige, 524, it was said that the principle was to allow the cestui que trust to elect between simple interest and the profits • and that rests in compound interest was only a convenient mode adopted by the court to charge the trustee with the profits supposed to have been made by him in the use of the money. In Garrelt v. Carr, 1 Rob. Va. 196, it was held, that under the Virginia statute with regard to guardians, they were liable to compound interest; but as to executors, it is different. Burrell v. Anderson, 3 Leigh, 348. In Ker's Adm. v. Snead, 11 Bost.L. Rep. 217 (in the Circuit Superior Court of Ac- comao County, Virginia), this subject was very learnedly discussed, and the con- clusion arrived at is, that except in cases of a provision for accumulation, a trustee will not be charged with compound interest, though he has mingled the trust fund with his own. The doctrine as laid down by Chancellor Kent, ut supra, and Judge Story, Eq. Jurisp. § 1277, was considered too broad. There are certainly strong reasons for hesitating in the application of a principle so stringent and dangerous; and even in Pennsylvania, notwithstanding its powerful vindica- tion in the case of Harland's Accounts, the question was treated as a still open one in Dietterich v. Heft, 5 Barr, 91. See McCall's Est., 1 Ashm. 357 ; and Bryant V. Craig, 12 Alab. 354. 534 OF INVESTMENT BY TRUSTEES. employing it for his own benefit, as he must generally keep a balance to answer the purpose of his credit. Under such circumstances, therefore, he would be charged with five per cent. interest.(r) Where the trust funds have been embarked by the trustees in any trade or speculation, it will be at the option of the cestui que trmtto have them charged with interest at five per cent., or to take the profits actually made, to ascertain which an inquiry will be di- rected. (s) But in such case the cestui que trust must elect to take either the profits for the whole period, or interest for the whole period; and without special circumstances he cannot have the interest for one part of the time, and the profits for the other.(i) ^ However, trustees will not always be charged with interest on the amount of a trust fund, which has been lost through their neglect of investment. And interest has been refused, where the error has been through *ignorance and without any improper mo- L -■ tive ;(m) or where the amount of the principal sums has been comparatively small; (a;) and the staleness of the demand is another reason for refusing interest. ( y) And so if a trustee retain a money balance in his hands, having reasonable grounds for supposing that he was entitled to do so, and if he fairly state that claim in bringing in his accounts, he will not be decreed to pay interest, although the court decide against his claim, and order the principal into court, (a) But the question of in- terest will be further considered in a future place.(a) It is diflSeult to lay down any general rule as to the amount of the balances which a trustee cannot allow to remain unproductive with- out incurring the consequences of a breach of trust. Where any payments are to be made, or liabilities to be provided for, the trus- tees will unquestionably be justified in retaining a sufiicient fund to answer those purposes. But otherwise the whole of the ready money ought doubtless to be invested. In Moyle v. Moyle, the sum of 2601. was not considered too much for executors to retain within a year after the testator's death. But when it was urged, in argument, that such a sum was not too much to (r) Ex parte Hilliard, 1 Ves. jun. 89; (u) Bruere v. Pemberton, 12 Ves. Roche V. Hart, 11 Ves. 61; and see 386 ; Massey i). Banner, 4 Mad. 419. this subject further considered, post, (a;) Bone v. Cooke, 13 Price, 343; p. 518 [Remedies for Breach of Trust.] S. C. 1 M'Clel. 168. (s) See Docker v. Somes, 2 M. & K. {y) Merry v. Ryves, 1 Ed. 1. 655, where the authorities are collected (2) Bruere v. Pemberton, 12 Ves. 386 and examined by Lord Brougham in see Parrott v. Treby, Free. Ch. 254 his judgment; Palmer D.Mitchell, 2 M. Boddam v. Ryley, 4 Bro. P. C. 561 & K. 672, n. Hooker v. Goodwin. 1 Swanst. 485. (0 Heathcote v. Hulme, 1 J. & W. (a) See post, p. 522, Div. II. Ch. 1: 122. Sect. 2. OP INVESTMENT BY TRUSTEES. 535 be retained in any event, the court refused to sanction that propo- sition, and held the executors responsible for the loss.(5) The consequence of a breach of trust do not apply to such tem- porary deposits of sums in cash, as are necessarily required for the purposes of the trust, such as rents and dividends, or other periodical payments, which are made with reasonable prudence and precaution. Thus where money is deposited with a banker in good credit for re- mittance to the party entitled to receive it ; or such a deposit is made for the purpose of temporary convenience, as pending a negotiation for the change of the trustee :(c) in such cases the trustee will not be liable for the failure of the , party to whom the money has been thus committed.(d) And so where trustees, in performance of their trust, bad contracted to purchase land, and they thereupon sold out stock, and deposited the proceeds at a banker's, the purchase appearing near completion, they were held not to be liable to make good the money in case of the banker's failure. (e) And if the trustees have no dis- cretion as to the mode of investment, but are bound by the trust to lay it out on freehold security, they will not be charged with interest on sums retained and kept idle at a banker's, unless it can be shown that they might have invested it according to the trust. For it is not always possible to find a secure investment of that nature. (/) It was said by Lord Cottenham, in a recent case,(^) that when the loss arises from the dishonesty or failure of any one, to whom the possession of part of the estate has been intrusted, necessity, which includes the ^regular course of business in administering the r*qiTi>-| property, will in equity exonerate the trustee. But where a trustee places money in the hands of a banker, he must take care to keep it separate, and not to mix it with his own money in one general account. For in that case, he would be con- sidered to have treated the whole as his own, and would be held liable for interest ;(A) as well as for any loss of the principal occasioned by the banker's insolvency, (i)' And if the deposit of the trust fund under such circumstances be (6) Moyle v. Moyle, 2 R. & M. 715, (/) Wyatt v. Wallis, 8 Jurist, 117; 16. [See 17 Jur. 826.] [1 Cooper, 154, n.] (c) Addams v. Claxton, 6 Ves. 226. (g-) Clough v. Bond, 3 M. & Cr. 496. (i) Knight v. Lord Plymouth, 3 Atk. (A) Ex parte Hilliard, 1 Ves. jun. 89; 480; Jones ti. Lewis, 2 Ves. 240; Routh Roche v. Hart, 11 Ves. 61. V. Howell, 3 Ves. 564 ; Belchier v. Par- (i) Wren v. Kirton, 1 1 Ves. 377 ; Mas- sons, Ambl. 219. [See Johnston v. sey v. Banner, 4 Mad. 413; Freeman Newton, 17 Jur. 826.] v. Fairlee, 3 Mer. 39 ; 2 Story, Eq. Jur. (e) Freme v. Woods, 1 Taml. 172; } 1270; Maodonnell u. Harding, 7 Sim. see Matthews v. Brise, 6 Beav. 239. 178; Fletcher v. Walker, 3 Mad. 73. ' Stanley's App. 8 Barr, 431; Royer's App. 11 Penn. St. R. 36; Lukens' App. 7 W. & S. 48; Jenkins v. Walter, 8 G. & J. 218. 536 OF INVESTMENT BY TRUSTEES, continued for a longer time than is absolutely necessary ; or if it be left under the absolute power and control of the party with whom it is deposited, when the trustee with proper caution might have ren- dered it more secure, he will be held responsible for any loss.^ As where a trustee with power to invest on real security, sold out a sum of trust stock, and, pending the preparation of a mortgage, purchased Exchequer bills, which he left for a twelvemonth in the bands of his broker, who made away with a part of them, and became bankrupt ; it was held by Lord Langdale, M. E., that the trustee had omitted to take due and proper precaution for the protection of the fund, and was, therefore, personally answerable to the cestui que trusts for the loss. And he was accordingly charged with the value of the Ex- chequer bills at the time of the broker's bankruptcy, with interest at four per cent. (A) So in a very late case, a mortgage security, on which trust-money had been invested, was paid off by the mortgagee, and the money was paid by the trustee into his bankers in a country town for the purpose of being invested in stock. The trustee took a note from the bankers' clerk, stating the receipt of the money and the purpose to which it was to be applied. The bankers at the time were in un- doubted credit, but about five months afterwards they failed, and it was then discovered that the money had not been invested. The trustee was decreed to replace the amount of the money with in- terest at four per cent, (the cestui que trusts consented to waive their right to have -so much stock as might have been purchased, if the money had been properly invested), and he was also charged with the costs of the suit ; the Vice-Chancellor resting his decision mainly upon the neglect of the trustee in letting so long a period elapse after the payment without ascertaining that the fund had been pro- perly invested. (Z) Questions of this nature have more usually occurred upon wills ; however, the same equitable principles apply with equal force to trusts created by deed.(TO) Although there are no directions in the instrument as to the investment of the fund by the trustees, it is equally their duty to invest it ; and they will be personally liable for the neglect of that duty.(w) And the three per cents, are the only security which they can adopt with perfect safety to themselves. (i) Matthews v. Brise, 6 Beav. 239. (m) See Trafford v. Boehm, 3 Atk. Q) Challen v. Shipham, V. C. Wig- 440; Ryder v. Bickerton, 3 Swanst. 80; ram, 20th Jan. 1845, MS. [4 Hare, 555. Bate ij.'Scales, 12 Ves. 402. ' See remarks, 17 Jur. 826.] (»i) Lyse v. Kingdom, 1 Coll. 184, 188. • Aston's Est., 5 Wharton, 228 ; Drever v. Mawdesley, 13 Jur. 330. In this last case the trustees were held liable, as regards infant cesiuis que trust, even thouga a receiver had been appointed, in a suit for an account. OF INVESTMENT BY TRUSTEES. 537 The court itself invariably directs any *fun'ds under its con- r*3Yir"| trol to be invested in the three per cents., and what it would order with a suit, it will equally sanction if done without suit.(o) Therefore, a trustee who has invested in the three per cents., is not liable for loss occasioned by the fluctuations of that fund ;(^) but he is liable for the fluctuations of any unauthorized fund.(g') However, it may be observed, that an investment of trust funds by a trustee in Exchequer bills, pending the preparation of a mortgage, is a justi- fiable and proper step,(r) but not as a proper investment.(s) In an early case, Lord Harcourt stated his opinion, that if an ex- ecutor put out money on a real security, where there was no ground at the time to suspect, he was not liable to answer for the loss, though he acted without the indemnity of a decree. (i) However, his Lord- ship admitted, that the point had not been settled ; nor does it ap- pear, that the opinion then expressed has ever been judicially adopted.(l) A trustee, therefore, could not be advised to undertak-e the responsibility of laying out trust-money on real security, where such an investment is not expressly authorized "by the instrument creating the trust.(M) It is clear that where there is an express di- rection to invest in the funds an investment on a mortgage security is improper.(a;) And it is equally certain, that where trust pro- perty is properly invested in the three pel* cents., a trustee cannot without especial authority sell out the stock, and invest the proceeds in land ; and if he do so, he will be decreed to replace the stock with costs. (^) So it is also unquestionably clear, that trustees have no power per- manently to convert the nature of the trust property, by laying out (0) TraflFord u. Boehm, 3 Atk. 444; (<) Brown v. Litton, 1 P. Wms. 141 ; Holland «. Hughes, 16Ves. 114; Howe see Lord Eldon's observations on the V. E. of Dartmouth, 7 Ves. 150. propriety of calling in trust money laid (p) Peat V. Crane, 2 Dick. 499, n.; out on real securities, in Howe v. Earl Clough «. Bond, 3 M. & Cr. 496 ; Jack- of Dartmouth, 7 Ves. 150; and see son V. Jackson, 1 Atk. 513; Ex parte Norbury v. Norbury, 4 Mad. 191 ; Wid- Champion, 3 Bro. C. C. 434; cited dowson d. Buck, 2 Mer. 498. 9 ; Calde- Franklin v. Frith, 3 Bro. C. C. 434. cott v. Caldecott, 1 N. C. C. 322. (9) Hancom v. Allen, 2 Dick. 498 ; . (u) See Wyatt v. Sherratt, 3 Beav. Howe V. Earl of Dartmouth, 7 Ves. 1 50 ; 498. Clough V. Bond, 3 M. & Cr. 496, 7. (a;) Pride v. Fooks, 2 Beav. 430. (r) Matthews v. Brise, 6 Beav. 239. {y) E. Powlett v. Herbert, 1 Ves. jun. (s) Ex parte Chaplin, 3 Y. & C. 397. 297. [Knott V. Cattee, 13 Eng. L.&Eq. 311.] (1) However, in Pocock v. Reddington, 5 Ves. 800, the Master of the Rolls seems to admit the general power of a trustee to invest on real security, if he thinks proper; and Sir K. Bruce, V. C, appears to have beenof the same opinion in the late case of Lyse v. Kingdom, 1 Coll. 188; but see Norbury v. Norbury, 4 Mad. 191. 638 OF INVESTMENT BY TRUSTEES. money in the purchase of real estate, unless a special authority for so doing is, conferred upon them by the trust instrument.(a)^ And the exercise of a mere discretionary power to make such a conver- sion, cannot be enforced against the trustees. (a) Although it will be otherwise if the power be made imperative by the terms of the trust instrument. (J) In one case, where the trust was to lay out the surplus rents upon mortgage or government securities with a view to accumulation, the court on petition ordered an accumulated sum to be laid out in the purchase of *real estate, but with a declalration, that it was •- -^ to be considered as personal estate, (c) So the lending trust-money on leaseholds without a special power in the trust instrument is a breach of trust, for the consequences of ■which the trustee will be held responsible. (d) And an investment in South Sea Stock,(e) or Bank,(/) or India Stock,(«. Fuller, Jac. 198; (5) Tench v. Cheese, M. R., 19th Tebbs V. Carpenter, 1 Mad. 297, 8; Nov. 1844, MS. Bailey v. Gould, 4 Y. & C. 221 ; Clough (r) Challen «. Shipham [4 Hare, 556] . V. Bond, 3 M. & Cr. 496; Rogers v. («) Powell v. Evans, 5 Ves. 839; Vasey, V. C. K. Bruce, 27th Jan., 1845, Mucklow v. Fuller, Jac. 200. MS.; Att.-Gen. v. Higham, 2 N. C. C. («) Powell v. Evan.s, 5 Ves. 841; ^3*- Clough V. Bond, 3 M. & Cr. 496. (n) Holland v. Hughes, 16 Ves. («) Lowson v. Copeland, 2 Bro. C. C. *'■*• 157; Tebbs v. Carpenter, 1 Mad. 298. 544 OP INVESTMENT BY TRUSTEES. invest in other securities ; and if they should venture to do so, they will be decreed immediately to replace the stock, and if the stock be replaced for a sum less than that, at which it was sold, to invest the surplus in the same stock to the same uses. (a;)* And in such cases the cestui que trusts will have the option either to have the stock replaced, or to take the money produced by the sale with interest ;(y) and if there have been any *improper conduct on the part of L -I the trustees, they will be charged with interest at five per cent.(2) It has been decided, that even an express power for the trustees to vary the securities does tiot authorize changes made without any ap- parent object, or any prospect of benefiting the trust estate.(a) And if the trustees dispose of the existing securities without having in contemplation any immediate re-investment, they will be liable for any loss that may ensue. (6) The exercise of a power of changing the securities will not be imperative on the trustees, unless it be ex- pressly made so by the terms of the instrument. (c)^ However, a cestui que trust, being sui juris, who consents to or ac- quiesces in an investment by a trustee, cannot afterwards question its propriety ;{d) indeed if the investment should amount to a breach {x) Adams v. C:ifton, 1 Russ. 297 ; (a) Brice u. Stokes, 11 Ves. 324,5) 6; Earl Powlelt ■W.Herbert, 1 Ves.jun. 297; see De Manneville u. Crompton, 1 V. see Witter v. Witter, ?. P. Wras. 100 ; & B. 359. [See 7 Eng. L. & Eq. 270.] Fyler v. Fyler, 3 Beav. 550; Hanbnry (6) Hanbury-u. Kirkland, 3 Sim. 265; V. Kirkland, 3 Sim. 265; Crackel v. Be- Broadhurst v. Balguy, 1 N. C. C. 16; thune, 1 J. & W. 586; Underwood v. Watts v. Girdlestone, 6 Beav. 190. Stevens, 1 Mer. 712 ; Williams u. Nixon, "(c) Vide supra, and post, p. 482, Sec- 2 Beav. 472. [Murray u Feinour, 2 tion 3, PI. III. of this Chapter. Maryl. Ch. Dec. 421.] (d) Brice v. Stokes, 11 Ves. 319; ' (jj) Forrest v. Elwes, 4 Ves. 497. [See Langford v. Gascoigne, Id. 333 ; Booth Fowler ti. Reynal, 13 Jur. 680.] v. Booth, 1 Beav. 125; Broadhurstii. (z) Pocock V. Reddington, 5 Ves. Balguy, 1 N. C. C. 16; Nail v. Punter, 794; Mosley u. Ward, 11 Ves. 581; 5 Sim. 555 ; Walker i). Symonds, 3 Sw. Bate v. Scales, 12 Ves. 402. 64. ' Where, as in Maryland, there is no stock specially favored by the court, there is even more reluctance in changing an investment made by the author of the trust. Murray ■;;. Feinour, 2 Maryl. Ch. 418. ^ In general, an investment directed by the testator cannot be changed without the consent of all ; if there are cestui que trusts not in being, the court will not di- rect it, Wood V. Wood, 5 Paige, 596 ; Deadrich v. Cantrell, 10 Verg. 263; Con- tee V. Dawson, 2 Bland, 264 ; Burrill v. Sheill, 2 Barb. S. C. 457 ; see Trustees Trans. Univers. v. Clay, 2 B. Monroe, 386; even though to be made in a foreign country. Burrill v. Sheill, ul. supr. But in Perroneau v. Perroneau, 1 Desaus. 521, where a testator dying shortly after the Revolutionary War, and distrusting the stability of the government, for better security of his estate directed his ex- ecutors to invest in the funds in England; the court subsequently, on the restora- tion of confidence, under the Constitution, ordered the funds to be invested in this country. OF INVESTMENT BY TRUSTEES. 545 of trust, the interest of the cestui que trust, with whose concurrence it was made, is primarily liable to make good to the general trust estate any loss, which may thus be occasioned ;(e) and if the cestui que trust, who so concurs, have derived any actual benefit from the commission of the breach of trust,. he will be bound to make compen- sation to the trustee to the extent of that benefit.(f) But this consent or acquiescence on the part of the cestui que trusts must be with full knowledge of the circumstances ;{g) for if there be any misrepresentation or concealment by the trustees, the transaction may be questioned by the cestui que trusts, even though a formal deed of compromise has been entered into by them with the trustees. (^) And it is almost unnecessary to add, that the party whose concur- rence or acquiescence is relied upon as a bar to the remedy against the trustee, must be competent to consent ; for the acts of a person not sui juris, as an infant, or a married woman,(i)' are of course not binding ; and a cestui que trust under such disability may recover against a trustee for any loss occasioned by the improper investment, though it were made with the consent or even at the urgent request of the party by whom it is subsequently questioned. (A) So the acquiescence of a cestui que trust entitled in remainder after the death of a tenant for life will not be binding on him during the continuance of the preceding life estate ; for until his own title ac- crues in possession, he has no immediate right to interfere in the or- dinary administration of the trust estate. (Z) *If a trustee have lent the trust-moneys upon the personal r^ooq-i security of one of the cestui que trusts in a manner not au- (e) Bototh V. Booth, 1 Beav. 125, 130; Hopkins v. Myall, 2 R. & M. 86; Kel- Puller •». Knight, 6 Beav. 205. laway v. Johnson, 5 Beav. 319; see (/) Ibid. 130. Rj'der v. Byckerton, 3 Sw. 80, n. (g-) Mountfort v. Lord Cadogan, 17 (A) Walker v. Symonds, 3 Sw. 69; Ves. 489. [See on this subject Munch Bateman v. Davis, 3 Mad. 98; Nail v. V. Cockerell, 5 Myl. & Cr. 178.] Punter, 5 Sim. 555; see Marsh v. Rus- (A) Walker v. Symonds, 3 Sw. 1 ; sell, 3 M. & Cr. 31, 42. Underwood t). Stevens, 1 Mer. 712. (l) Bennet v. Coley, 5 Sim. 181; S. (t) Cocker v. Quaile, 1 R. & M. 535; C. 2 M. & K. 225. ' Murray «. Feinour, 2 Maryl. Ch. 422; Barton's Est., 1 Pars. Eq. 27. In Wood V. Wood, 5 Paige, 598, it was held that the Chancellor as general guardian of in- fants, could give consent for them, on bill filed, to a proper change of invest- ment. In Mant v. Leith, 10 Engl. L.& E..723, where a trustee at the instance of a cestui que trust, a married woman, sold out stock, and placed the trust fund in an improper state of investment, he was charged only with the amount of the divi- dends which would have accrued on the trust fund, had it remained in its origi- nal slate of investment. See also as to the approval of an investment by a feme coverte, Barton's Est, ut. supr. In Nyce's App., 5 W. & S. 254, it was held that merely saying, by a guardian, that a particular fund was a safe investment, did not authorize an investment therein by an executor. 85 546 OF INVESTMENT BY TRUSTEES. thorized by the trust instrument, he has a right to institute a suit against the party to have the money replaced ; and in such a case he will be entitled to his costs. (»j) This may also be done by the re- presentatives of the trustee, by whom the improper investment was originally made.(w) And in like manner, if the trust fund have been transferred bv two trustees from their joint names into the name of one of them only, the trustee, who has concurred in the transfer, may institute a suit against the other to have the fund replaced, (o) And in such a case the cestui que trust need not be made parties to the suit.(p)(l) An authority given to a trustee to lay out and invest the trust- money, empowers him to do all acts essential to such a trust ; and it therefore necessarily enables him to give sufficient discharges to the borrowers of the money upon calling it in.(g') Where a trustee, for investment in real estate, has possessed him- self of the trust-money, and afterwards purchases real estate in his own name, without any allusion to the trust, the purchased estate will not be held liable to the trust, unless some positive or presump- tive evidence be adduced, that the purchase was made in execution of the trust, (r) A trust to invest in the purchase of land does not authorize the trustees to lay out money in repairs and improvements of the estate. (s) Trustees for investment in the purchase of lands which are settled in strict settlement, are bound to watch the proceedings for the be- nefit of the persons beneficially entitled in remainder, and they are therefore entitled to be present in the Master's ofiice at the investi- gation of the title to the lands, which are proposed to be purchased, although it would be otherwise where all the persons beneficially in- terested are before the court. (t) The usual indemnity clause will not exonerate a trustee from the (m) Payne u. Collier, 1 Ves. jun. 170; [Locke i;. Lomax, 11 Eng.L.&Eq. 156; Greenwood v. Wakeford, 1 Beav. 576; Coonrod v. Coonrod, 6 Hamm. 114; Fuller V. Knight, 6 Beav. 205. Wormley v. Wormley, 8 Wheat. 421.] (n) Greenwood v. Wakeford, 1 Beav. (r) Perry v. Phillips, 4 Ves. 108; vide 576. post, p. 522 (Remedies for Breach of (0) Franco v. Franco, 3 Ves. 75; May Trust). [Ante, 91, note.] V. Selbey, 1 N. C. C. 235. (s) Bostock v. Blakeney, 2 Bro. C. C. (^) Franco v. Franco, 3 Ves. 75; May 653. V. Selby, 1 N. C. C. 235. («) Davis v. Combermere, 9 Jur. 76. (g) Wood V. Harman, 5 Mad. 368. (1) If a trustee be compelled to make good to the cestui que trusts a loss oc- casioned by the default of a oo-trustee, who has become bankrupt, he may prove for the amount so paid by him as a debt against the bankrupt's estate. Lincoln V. Wright, 4 Beav. 427. OF TRUSTEES FOR TENANT FOR LIFE. 547 consequences of a breach of trust, in neglecting to convert and in- vest as directed by the trust instrument, (m) Where a specific sum (as 2,0001.) is given by will to trustees to be invested, the costs of the investment in the absence of any express directions, must be defrayed out of the particular sum, and will not fall upon the testator's general estate.(a;) It is the duty of trustees to give their cestui que trusts full in- formation as to the disposition and investment of the trust pro- perty.(2/) *VI. — OF TRUSTEES OF PROPERTY SETTLED FOR LIFE, WITH pgg^-i REMAINDER OVER. Trustees of settled property hold as much for the protection and benefit of those entitled in remainder, as of those to whom the im- mediate beneficial enjoyment is given. In administering the trust, therefore, the interests of both must be equally consulted, nor must any advantage be given to either of them at the expense of the other. It has been already seen, (2) that in the case of real estate, the trustees, and not the equitable tenant for life, are entitled to the cus- tody of the title deeds: although it is. otherwise if the tenant for life have the legal estate, (a) And if the trustees be guilty of great negligence by suiFering the tenant for life to possess himself of the deeds ; or a fortiori if they deliver them over to him with cogni- zance of the intention to make an improper use of them, they will be responsible to the remainderman for any loss that may ensue. (6) In the recent case of Denton v. Denton, (e) in the Rolls, a testator, by his will, charged certain annuities on his residuary real estate, which he devised to two trustees, in trust, to pay or permit the rents to be received by A. for life with remainder over. Upon the testator's death, A. entered into possession of the estate, and acquired pos- session of the title deeds, which he kept with the acquiescence of the trustees for four years ; the annuities were also regularly paid by him. The trustees then insisted upon having possession of the title deeds, and gave notice to the tenants to pay the rents to them, and commenced an action against A. for the recovery of the deeds. A. filed his bill, to restrain the trustees from continuing these proceed- ings ; and the Master of the Rolls granted the injunction on terms, one of which was, that A. was to bring the deeds into court. His (m) Mucklow V. Fuller, Jac. 198 ; see («) Ante, Pt. II. Ch. III. page 272. Langston w. Olivant, Coop. 33. [Fen- (a) Ante,Pt.II.Ch.III. wick V. Greenwall, 10 Beav. 412.] (6) Evans v. Bicknell, 6 Ves. 174. (a;) Gwitter v. Allen, 1 Hare, 505. (c) Denton v. Denton, 8 Jur. 388 ; [7 (y) Walker v. Symonds, 3 Sw. 58. Beav. 388.] 548 OP TKUSTEES FOR TENANT FOR LIFE, lordship appears to have attached much weight to the long acqnies* cence of the trustees in the possession of the tenant for life.(e) So it has been also stated, that in the absence of any express di- rections in the instrument creating the trust, the trustees will be en- titled to the possession and management of the estate, if the nature of their duties require that they •should have a controlling power.' For instance, where the trust is to keep up insurances, or pay an- nuities, or other periodical sums, out of the rents, the cestui que trust, who is entitled for life subject to those charges, cannot assert a claim to the possession and management of the estate to the exclusion of the trustees.((^) In Naylor v. Arnitt, a testator devised all his real estates to two trustees, their heirs and assigns, in trust out of the rents and profits to pay two life annuities, and subject thereto to per- mit and suffer A. to receive and take the rents, &c., during his life, with a similar trust in favor of the wife of A., and subsequent limita- tions over to their children. It was held by Sir J. Leach, M. R., that the trustees had power to lease the land for ten years.(e) How- ever, where the income of the estate is amply suflScient to defray the prior charges upon it, the tenant for life will be let into possession P^oQ--, upon giving *proper security for payment of the annuities '- or other charges. (/) Although possession will not be given him until the sufficiency of the estate for that purpose has been as- certained by taking the accounts. (^) In the case of Denton v. Den- ton, (A) which is stated above, the trustees of an estate, charged with the payment of annuities, were restrained from taking proceedings to compel the payment of the rents into their hands, rather than into those of the cestui que trust for life, upon the latter's under- taking to keep down the annuities. (A) Where the cestui que trust for life is a female, that is an additional reason for excluding her from the control or management of the estate. (i) But we have also seen, that where it appears, that the trustees were not intended to have the exclusive management of the property, that intention will prevail. (i) And if the personal possession or occupation of the pro- (c) Denton v. Denton, 8 Jur. 388. (g-) Ibid. Id) Tidd V. Lister, 5 Mad. 429 ; and (Ji) Denton v. Denton, 8 Jur. 383; [7 see Jenkins v. Milford, 1 J. & W. 629 ; Beav. 388.] ante,Pt.II. Ch.III. (i) 5 Mad. 432. [Young v. Miles' (c) Naylor u. Arnitt, 1 R.&M. 501. Exr's., 10 B. Mom. 290.] (/) Blake v. Bunbury, 1 Ves. jun. 194, (4) Ibid. 514; S.C.,4Bro.C.C.21. ' Thus in Young v. Miles' Exr's., 10 B. Monroe, 290, on a trust for separate use, it was held, that as to such of the trust property as could be used by thecestm qiie trust, and her husband without conversion, they had the right to the posses- sion, the right to control being in the trustees; but that the money and stocks sliould remain in the possession of the latter. OF TRUSTEES FOR TENANT FOR LIFE. 549 perty be essential to its beneficial enjoyment, as in the case of a family residence, there the court will, in any case, deliver the pos- session to the cestui que trust for life, taking means to secure due protection of the property. for the benefit of those in remainder.(Z) Where the tenant for life takes the legal estate as -well as the equi- table interest, the right of possession usually follows, and is com- mensurate with, the title. (m)' It is the duty of the trustees to protect the estate for the benefit of the remaindermen against the acts of the equitable tenant for life. Therefore, they must not permit him to cut timber, or open mines, or commit other waste, (w)^ But where the cestui que trusts for life are without impeachment of waste, the trustees, with the concurrence of the tenants for life, will be justified in cutting such timber as show symptoms of decay ;(o) but not ornamental timber,(p) nor to such an extent as will materi- ally lessen the value of the estate.(g') Where the beneficial enjoyment of movable articles, such as heir- looms, or furniture, plate, &c., is given to the tenunt for life, it will be a sufficient precaution on the part of the trustees to take a sche- dule of the articles, signed by the cestui que trust for life. And as a general rule, and in the absence of special circumstances of danger or suspicion, it is not requisite to take any security from the tenant for life for the safe keeping of such articles, and their redelivery to the trustees upon the determination of the life estate. (r)^ (0 5 Mad. 432, 3; ante, Pt. II. Ch. III. 131; Daviesi;. Leo, 6Ves.786; Cham- (m) See Tidd v. Lister. 5 Mad. 432; berlain v. Dummer, 3 Bro. C. C. 549. supra, Pt. IL Ch. Ill, [p. 269} [See on this subject Marker d. Marker, (n) Whitfield v. Benett, 2 P. Wins. 4 Engl. L. & Eq. 95; Morris v. Morris, 242 ; Denton «. Denton, 8 Jur. 388. 15 Sim. 510; H Jur. 196; Duke of (o) Waldo V. Waldo, 7 Sim. 261 ; see Leeds v. Lord Amherst, 14 Sim. 357; 2 Smythe v. Smythe, 2 Sw. 251 ; Brydges Phill. 117.] V. Brydges, Id. 150 : Wykham v. Wyk- (g) Bu-rge v. Lamb. 16 Ves. 174. ham, 19 Ves. 419. (r) Bill v. Kynaston, 2 Atk. 82; Leeke (y) Newdigate v. Newdigate, 1 Sim. v. Bennett, 1 Atk. 471. ' But the tenant for life is in such case trustee for the remaindermen, and may be called on for an account. Clarke v. Saxon, 1 Hill's Eq. 69 ; Horry v. Glover, 2 Hill's Eq. 515. The trust is, however, an implied, and not an express one. Joyce V. Gunnels, 2 Rich. Eq. 259. 2 Freeman v. Cook, 6 Ired. Eq. 376; Woodman v. Good, 6 W. & S. 169. In the latter ease it was held that the trustee might bring an action of waste against the equitable tenant for life. * It is now established, that the first taker of articles specifically bequeathed to several persons in succession, is not to be required in the first instance to do more than give an inventory or schedule, signed by himself; but that vphere there is any danger that the property will be wasted, secreted, or carried off, then the parties in remainder may, through a court of equity, require security to be given, or an account to be taken, and also, if necessary, obtain an injunction against their 550 OP TRUSTEES FOR TENANT FOR LIFE. Where the trust property consists of stock or other personal estate, which is necessarily much more within the power of the immediate possessor than real estate, it is unquestionably the duty of the trus- tees to retain the possession for the benefit of those entitled in re- mainder ; and if they *deliver over the fund unprotected into L -I the possession or power of the tenant for life, who disposes of it for his own benefit, they would unquestionably be answerable to the remaindermen for the loss. However, although the trustee would not be justified in putting the corpus of the fund within the exclusive control or possession of the cestui que trust for life, the annual income as it arises is his sole pro- perty; and, therefore, a power of attorney for him to receive the dividends (which is the readiest method of putting him in possession of what the author of the trust intended him to have), cannot entail any responsibility upon the trustees, as long as no circumstance occurs to alter or defeat the right of the tenant for life to the enjoy- ment of the income. However, it may be added, that if the trustee, or one of several trustees, by whom a power of attorney is given, himself once receive the dividends, that will operate as a revocation of the power, and a new one must consequently be executed for the receipt of future dividends. It is almost needless to add, that the death of the trustee, or all the co-trustees, who have executed sucha power, will have the same effect. removal. Long v. Chadwick, 13 Conn. 42; Hudson v. Wadsworth, 8 Id. 363; Holliday v. Coleman. 2 Munf. 162; Mortimer v. Moffat, 4 Henn. & Munf. 503; Chishholra v. Starke, 3 Call, 25 ; McLemore v. Good, 1 Harp. Eq. 272 ; Swann v. Ligan, 1 McCord Ch. 227; Cheshire v. Cheshire, 2 Ired. Eq. 569; Sutton v. Cradock, 1 Id. 134; Howell v. Howell, 3 Id. 522; Swann v. Ligan, 1 McC. Ch. 227 ; Henderson v. Vaulx, 10 Yerg. 30 ; Clarke v. Saxon, 1 Hill's Eq. 75 ; Spears. Tucker, 2 Barb. Eq. 211; see Kinnard v. Kinnard, 5 Watts, 109; though the tenant for life be a ferae covert, Clarke v. Saxon, 1 Hill's Eq. 75. And a pur- chaser from tenant for life may also be compelled to give security, Condy ii. Adrian, 1 Hill's Eq. 154 ; Walcott v. Cady, 5 J. C. R. 51 ; or (in South Carolina) a purchaser at an execution against the life tenant. Pringle v. Allen, 1 Hill's Eq. 135. In Pennsylvania, before the Act of 1834 (Dunlop, 528), it was thought that the courts had no power to require security for a legacy for life in the first in- stance, though they might stay execution till it was given; see Lippincottu. Warder, 14 S. & R. 118; Kinnard v. Kinnard, 5 Watts, 108; but now by the 49th section of that act, it is provided, that whenever personal property is bequeathed to any person for life, or for a term of years, or for any other limited period, or upon a condition or contingency, the executor of such will shall not be com- pelled to pay or deliver the property so bequeathed, until security be given in the Orphans' Court having jurisdiction of his accounts, in such sum and form, as in the judgment of such court, shall sufRciently secure the interest of the person entitled in remainder. As to the collateral inheritance tax,, see § 63 of the same act; and on the construction of the clause, see Rodgers v. Rodgers, 7 Watts, 19. See also a discussion of this subject in the American notes to Howe i). Earl of Dartmouth, 2 Lead. Cas. Eq., part i. 425, 1st Am. Ed. OF TRUSTEES EOK TENANT EOE LIFE. 551 It is settled, that any extraordinary bonus or addition to the usual annual income of stock or other property, which is settled in trust for one for life with remainder over, must be treated as capital and added to the principal fund. The trustees, therefore, will not be justified in paying over these unusual additions to the beneficial tenant for life, but they must invest them for the benefit of all par- ties, (s)' • This brings us to the consideration of a very important rule, which has been established, as to the duty of trustees of property settled for life with remainder over, where the property is of a perishable nature, such as leaseholds, or annuities for some limited period. As such interests become exhausted by the effluxion of time, if the whole amount of the annual income were paid to the tenant for life, he would in reality be in receipt not only of the interest, but also to a certain extent of the capital of the trust fund, to the prejudice of the remaindermen; and if the life estate lasted sufficiently long, there might be nothing left at its expiration. It has therefore been long established as a general rule, that where a testator makes a general gift of his estate, or the residue of his estate, generally to, or in trust for, a person for life with remainder over, so much of the property as consists of leaseholds, or terminable annuities, or other interests of a perishable nature, must be converted and invested in permanent securities for the benefit of the remainder- man. (^)^ And the same rule applies to articles, which ipso usu con- sumuntur, such as wines, live stock, and other property of that nature, (m) And if in contravention of this rule, the trustees suffer the tenant for life to receive the whole income arising from the perishable securities, he will be decreed to refund what he may have (s) Brander v. Brander, 4 Ves. 800 ; Sloper, 2 M. & K. 701, 2 ; Mills v. Mills, Paris 1). Paris, 10 Ves. 185; see Hooper 7 Sim. 501; Pickering v. Pickering, 2 «).Rossifer, 13 Price, 774; S.C. iM'Clel. Beav. 57; S. C. 4 M. & Cr. 298; Lich- 527. field V. Baker, 2 Beav. 481; Benn v. {t) Howe V. Earl of Dartmouth, 7 Dixon, 10 Sim. 636. Ves. 137; Fearns«. Young, 9 Ves. 552; (u) Randall v. Russell, 3 Mer. 194, Dimes v. Scott, 4 Russ. 200 ; Alcock v. 195. ' In Price v. Anderson, 15 Sim. 473, however, where an insurance company had declared for several years yearly dividends of 2J per cent., but in 1846 declared a dividend of 12^ per cent., it was held that a tenant for life of the stock was en- titled to the whole amount. So in Johnson v. Johnson, 15 Jur. 714; 5 Engl. L. & Eq. 164, a "bonus or increased dividend of £10 per share, to be added to the usual dividend of £3 per share, making altogelher £13 per share," declared by an Insurance Company two years after a testator's death, was held to be income, and the tenant for life of the shares entitled thereto. See, also, Cogswell v. Cogs- well, 2 Edw. Ch. 231 ; and Ware v. McCandlish, 11 Leigh, 395; the general rule being, that the tenant for life is entitled to increase and profit. 2 See post, note to page 390. 552 OF TRUSTEES FOR TENANT FOR LIFE. received over and above what he would have received, if the con- P^„j,^-. version had been duly made, and the proceeds ^invested in L -■ the three per cents. ■,{x) and this difference will be treated as capital to be invested for the benefit of all parties entitled.(y) The tenant for life is in the first place bound to make good this difference ■ but on his failure or inability, the parties entitled in remainder may claim against the trustees the full amount, which has so been paid by them in breach of their trust.(3)^ If, however, the remaindermen have acquiesced for a considerable period in the receipt of the whole actual income by the tenant for life, and do not claim any relief by their bill as to the prior pay- ments, the court will confine its decree to the conversion, without directing any account of the previous receipts. (a) And where it ap- peared to be beneficial to all parties, that annuities and policies set- tled on a party for life should not be sold, the court on application has sanctioned their retention in specie by the trustees.(J) It is settled that bank stock, when settled for life, though a per- manent security, must also be converted and invested in the three per cents. : because it depends on the will of the directors, whether the casual profits (which are full as valuable as the ordinary profits) shall go to the tenant for life, or form part of the capital ; and the court will not allow the interests of tenants for life and of remaindermen to depend on such an uncertainty, (c) The same rule, therefore, ap- (a:) Howe v. Earl of Dartmouth, 7 (6) Glengall v. Barnard, 5 Beav. 245. Ves. 151; Mills v. MilLs, 7 Sim. 509. (c) Mills v. Mills, 7 Sim. 609; see (j/) Ibid. Howe v. Earl of Dartmouth, 7 Ves. 150. (z) Howe V. Earl of Dartmouth, 7 [See Price u. Anderson, 15 Sim. 479.] Ves. 151; Dimes v. Scott, 4 Russ. 195, It has been already slated that where 206. property of this description is made the (o) Lichfield v\ Pickering, 2 Beav. subject of a trust, the bonuses must be 481, 8; see Pickering v. Pickering, 4 treated as capital and invested. [Ante, M. & Cr. 298, 304. p. 386.] ' In Meyer v. Simonson, 13 Engl. L. & Eq. 133, the principles which govern the Court of Chancery on this subject, are thus stated by Parker, V. Ch.: "The personal estate of a testator may be considered as divided into three different classes. First, property which is found at the testator's death invested in such securities as the court can adopt; as money in the funds, or on real securities. The tenant for life is entitled to the whole income of this. Secondly, property which can be converted into money without saorifioing anything by a forced sale. As to this the rule is clear ; it must be converted, and the produce must be in- vested in securities which the court allows, and the tenant for life is entitled to the income of such investment. Thirdly, property which, according to a reason- able administration, is not capable of an immediate conversion, and which cannot be sold immediately without involving a sacrifice of both principal and interest. Ill this case, the rule is to take the value of the testator's interest, and to give the tenant for life the income of that present value." OF TKUSTEBS FOE TENANT FOR LIFE. 553 plies -with equal force to other securities, on which there are frequent bonuses, or other casual profits, which are subject to the arbitrary disposition of the parties, by whom such additions are declared. So where there is a positive direction in a will for the trustees to convert the personal estate into money, and to invest in government or real securities, and the trusts of the investments are declared for the benefit of one for life with remainder over, the cestui que trust for life is entitled to receive the amount only of so much income, as would have arisen from the personal estate if converted and invested according to the trust within a year after the testator's death ; and the trustees will not be allowed any greater payment to him in pass- ing their accounts. If, therefore, they suffer a security producing a much higher rate of interest, — as for instance an Indian security producing ten per cent. — to remain undisposed of, and pay the whole of the income arising from that security to the tenant for life, they will be liable to make good to the remainderman the difference be- tween the annual amount actually paid, and that which, according to the foregoing rule, ought to have been paid by them to the tenant for me.{d) And although the security bearing the higher interest is subse- quently disposed of and invested in the three per cents, at a much more advantageous rate than if the investment had been made at the proper time, the trustees will not be entitled to indemnify themselves for their liability in *respect of the over-payment to the tenant for life^ by setting off against it the increase to the ^ J trust estate, which had proceeded from the delay in making the re- quired investment ; but they will be charged with the whole of the stock actually purchased, as well as the whole interest actually re- ceived, while their allowances in discharge for payments to the tenant for life will be confined to the amount that would have been payable to him, if the improper security had been converted, and the invest- ment in consols made at the proper time.(e) However, in deciding on the liability of the trustee in Dimes v. Scott, both the Master of the Rolls,(/) and the Lord Chancellor,(^) appear to have laid considerable stress upon the positive direction in the will for the executors to convert and invest. And where no ex- press trust for conversion and investment is contained in the instru- ment, it has never been decided, that the trustees would not be justi- fied in paying over to the tenant for life the whole of the income arising from a permanent security, which produces more than the or- {d) Dimes v. Scott, 4 Rubs. 195. [So (e) Dimes v. Scott, ubi supra, of a discretionary direction to convert, (/) 4 Russ. 201. Prendergrast v. Prendergrast, 3 Eng. L. (g-) 4 Russ. 207. & Eq. 1.] 554 OF TRUSTEES FOR TENANT FOR LIFE. dinary interest, as long as the trust funds or any part of them are suffered to remain on that security.(/i) Where a testator directs his residuary estate to be converted and invested in a particular manner, we have seen that the tenant for life is entitled from the first year after the testator's death to receive the amount of income, which those investments would have produced, if made at that time.(^■) The interest which the tenant for life will take during the first year after the testator s death, is yet an unsettled question. This question admits of four possible solutions, and the decisions of very eminent judges may be urged in support of each. 1st. The tenant for life may be entitled to nothing until the expi- ration of a twelvemonth from the testator's death, according to the opinion of Sir John Leach in Scott v. Hollingworth,(y!;) and of Sir Thomas Plumer in Taylor v. Hibbert -,{1) and the income in the mean time is to be added to, and form part of the capital of the residue. Both those two learned judges appear to have assumed, that this opi- nion was in accordance with the established rule of the court, and Sir Thomas Plumer(»i) treats this general rule as having been so settled by Lord Eldon in the case of Sitwell v. Bernard.(»i) However, in the subsequent case of Angerstein v. Martin,(o) that great judge himself disclaimed any intention of establishing any such general rule by his decision in Sitwell v. Bernard, (n) a decision which he stated to have been founded on the direction to accumulate, which formed an ingredient in that case ; and his lordship's further observations on the decisions in Sitwell v. Bernard(w) and Scott v. Hollingworth, have materially weakened the authority of those cases, if indeed they do not expressly overrule them.(p) The case of Vickers v, Scott(j) arose upon real estate, which was directed to be sold, and the point in question does not seem to have been much argued in that case. r*S891 *^^' -^<'<'°'^*ii'ig to t^6 decision of Sir A. Hart, V. C, in La Terriere v. Bulmer,(r) the cestui que trust for life, during the first year after the testator's death, will take the income of such farts of the estate as are properly invested at the testator's death, or may become so invested during that year. Lord Eldon's decisions in Gibson v. Bott,(s) and Hewitt v, Moris,(*) are also in'favor of this (h) See Howe v. Earl of Dartmouth, (m) IJ. & W. 313. 7 Ves. 150 ; [and Meyer v. Simonson, (n) 6 Ves. 522. 13 Engl. L. & Eq. 133; Williamson v. (o) T. & R. 238; and see Hewitt «. Williamson, 6 Paige, 503.] Morris, T. & R. 244. (i) Dimes V. Scott, 4 Russ. 195; see (p) T. & R. 239. preceding page. (g) 3 M. & K. 500. (A) 3 Mad. 161; and see Vickers v. (r) 2 Sim. 18. Scott, 3 M. & K. 500. (s) 7 Ves. 95. (0 IJ. & W. 308; and see Tucker?;. (t) T. & R. 241. Boswell, 5 Beav. 607. OF TRUSTEES FOE TENANT FOR LIFE. 555 doctrine, which is also strongly supported by the observations of Sir J. Wigram, Y. C, in the recent case of Taylor v. Clark. (m) 3d. The tenant for life may be entitled to the income arising from the property in its existing state during the first year from the tes- tator's death. And this view of the law is supported by Lord El- don's decision in the case of Angerstein v. Martin,(a;) and by that of Lord Langdale, M. R., in Douglas v. Congreve.(2/) It has been ob- served by Vice-Chancellor Wigram,(3) that it might be a question, whether Lord Eldon's decree in Angerstein v. Martin was intended to impeach the law as laid down in La Terriere v. Bulmer;(a) and even if such were Lord Eldon's intention, it must must have been considered as overruled by Lord Lyndhurst's decision in Dimes v. Scott.(J) The latter case of Douglas v. Congreve,(c) which is clearly inconsistent with Dimes v. Scott, was also strongly questioned by Vice-Chancellor Wigram in the recent case of Taylor v. Clark, (ci) in which all the authorities on this subject are collected and reviewed, and his Honor's decision, in which he followed Dimes v. Scott in preference to Douglas v, Congreve, is directly at variance with the latter case.(e) 4th. According to the determination of Lord Lyndhurst in Dimes V. Scott,(5) the tenant for life will take, not the interest actually arising from the property during the first year after the testator's death, but the amount of the dividends on so much three-per-cent. stock, as would have been produced hy the conversion of the property at the end of that year. And this solution of the question has re- cently been adopted by Vice-Chancellor Wigram in the case of Tay- lor V. Clark.(/) In this conflicting state of the authorities on the subject, nothing but the decisions of the highest judicial authority can set the ques- tion completely at rest. But, in the mean time, it is conceived, that the fourth alternative, as established by the present Lord Chancellor in Dimes v. Scott, and adopted in Taylor v. Clark, the latest case on the subject, must be considered as carrying with it the greatest au- thority in its favor.^ However, should any adverse claim be origi- (w) 1 Hare, 173, 4 ; see also Calde- (6) 4 Euss. 209. cott V. Caldecott, 1 N. C. C. 312. (c) i Keen, 410. (i) T. & R. 232. (d) 1 Hare. 172,' 3. (2/) 1 Keen, 410. (e) See Caldecott v. Caldecott, 1 N. (2) 1 Hare, 172; and see Caldecott C. C.320. ». Caldecott, IN. C.C. 318. (/) 1 Hare 161. (a) 2 Sim. 22. ' ' The determination of the Chancellor in Dimes v. Scott, is also approved by- Mr. Spence, after a full discussion of the authorities ; 2 Spenc'e, Eq. Juris. 564, &c. ; and was followed by the Master of the Rolls in Morgan ti. Morgan, 14 Beav.72; overruling Douglass v. Congreve, &c. In Robinson v. Robinson, 9 Eng. L. & Eq. 556 OF TKUSTEES FOR TENANT FOR LIFE. Dated on this point, no trustee could be advised to take upon himself the responsibility of putting his own construction on the relatiye rights of the tenant for life and remainderman, which could only be determined with perfect safety to all parties by the decision of the court. It may be observed here, that although the testator may not in r*3901 *^^™^ *have given the tenant for life any interest until certain investments are made, the court (in the absence of any pro- visions indicating a contrary intention) considers, that the testator meant the cestui que trust for life to take an immediate and certain benefit, which he will not be deprived of by any neglect or delay on the part of the trustee in making the required investments. The property will, therefore, be treated as if it had been duly converted at the end of the first year after the testator's death, and from that time, at least, the tenant for life will be entitled to the amount of the income which the property would produce if actually in a proper state of investment.(A) Qi) Sitwell V. Bernard, 6 Ves. 520; v. Bruere, lb. 529, n.; Walker ti. Shorej Tucker v. Boswell, 5 Beav. 607 ; En- 19 Ves. 387 ; Taylor v. Clark, 1 Hare, twistle V. Markland, lb. 528, n.: Stuart 167, 8. 70, the Lord Justices held, overruling, S. C, 12 Jur. 969, that where trustees had an option to invest in the three per cents., or real security, which they neglected to do, the tenant for life was entitled to interest from the end of one year after the death of the testator, at four per cent, on the money the property would have produced, at the end of that year up to the time of the investment in the three per cents. In Meyer v. Simonson, 13 Eng. L. & Eq. 135, where the money consisted of personal estate invested on personal security, payable by instalments, V. Ch. Par- ker held that the tenant for life (the widow), was only entitled to four percent, on the principal sum secured from the death of the testator; the additional^one per cent, to be invested from time to time, and the income of that investment to be paid to her ; and that the principal sum, as it came in, was also to be invested, and the income thereof paid to her. This subject was also discussed in Wil- liamson V. Williamson, 6 Paige, 304; and the result of the English authorities said to be, and it was so decided, that in the bequest of a life estate in a re- siduary fund, where no time is prescribed in the will for the commencement of the interest or the enjoyment of the use or income of such residue, the legatee for life is entitled to the interest or income of the clear residue, as afterward? ascertained, to be computed from the death of the testator. The conflicting de- cisions were, it was said, cases where there was a direction for a conversion, for which the usual year was allowed. In this case, five pet cent, stock was considered, in New York, as equivalent to the three per cent, consols in England, in estimating the value of legacies at the end of the year. From Evans v. Inglehart, 5 G. & J. 1 9 1 , ho we ver, the English rule appears to be inapplicable in Maryland, as the ten ant for life there is entitled to specific articles of the residue without conversion. In both this case, however, and Williamson v. Williamson, the law was supposed to have been settled in England by Angerslein V. Martin, cited in the text. OF TRUSTEES FOR TENANT FOR LIFE. 557 The general rule, which requires the conversion of property of a wasting or perishable nature, proceeds upon the supposed intention of the testator, that the property given to the tenant for life should go undiminished to those entitled in remainder. If, therefore, the will shows an intention on the part of the testator to give the property in its existing state to the tenant for life, the general rule in favor of conversion can have no place ; but the intention expressed or implied in the particular case will be carried into effect.(i) Thus, if a leasehold estate, or a certain sum of terminable annui- ties, or other property, which is wasting (no matter how rapidly), be bequeathed specifically to, or in trust for, A. for life with remainder over : although the tenant for life may very possibly exhaust the entire property to the total exclusion of the remainderman,' the tes- tator is himself the best judge of what he intended the parties to take, and the general rule for conversion will not apply.(A;) And where there is a specific gift of articles quoe ipso usu consu- muntur, such as wines, stock, &c., in trust for an individual for life, the cestui que trust for life will be entitled absolutely to the whole property, and the limitation over of such articles after the life in- terest is inoperative.(Z) There is little diflSculty, therefore, in those cases, where the bequest is clearly specific. But it has been observed by Lord Cottenham,(wi) that there are other cases of very great diflBculty, in which it may be very doubtful, whether the testator has left the property specifically, but in which there are expressions which raise the question, whether the property is not to be enjoyed specifically. In these cases, the construction will, of course, be governed by the particular expres- sions used, coupled with the general object and scope of the will ; but it may be remarked, that the courts in modern times appear to have laid hold of very slight circumstances in order to construe a gift as specific, and to take a case out of the principle requiring a conversion, a principle, which was said by Lord Cottenham(w) to be often very diflScult to carry out.(o)^ (i) Alcock V. Sloper, 2 M. & K. 702 ; Morgan, 14 Beav. 721 : Howe v. Howe, Pickerings. Pickering, 2 Beav. 57. 14 Jur. 369 ; Cotton v. Cotton, U Jur. {k) Howe V. Earl of Dartmouth, 7 950 ; Pickup v. Atkinson, 4 Hare, 628,] Ves. 149; Bethune v. Kennedy, 1 M. & (/) Eandal v. Russell, 3 Mer. 194, 5. Cr. 116; Pickering t). Pickering, 4M.& (m) 4 M. & Cr. 299. Cr. 299 ; Vaughan v. Buck, Phill. 80 ; (n) In Pickering v. Pickering, 4 M. Lord V. Godfrey, 4 JMad. 455. [Preii- & Cr. 303. dergrast v. Prendergrast, 3 Eng. L. & Eq. (o) See Hinves v. Hinves, 3 Hare, 14 (in the Doraus Proc); Morgan v. 611, 12. ' Therefore, where leasehold property specifically bequeathed for life, is wrong- fully converted by the trustees, the tenant for life surviving the terra is entitled to the whole fund, to the exclusion of the remainderman. Phillips v. Sargent, 7 Hare, 33. ' Cafe V. Bent, 5 Hare, 35,'where it was said, that the general rule as to the 558 OF TRUSTEES FOR TENANT FOR LIFE. Thus, it seems to be now clearly settled, that a general residuary gift, in trust for a person for life, followed by a direction to sell after conversion of wasting property, " does not proceed on the assumption that the testator intended his property to be sold : but upon this, that the testator has in- tended the enjoyment of perishable property by different persons in. succes- sion ; and this the court can accomplish only by a sale." To the same effect are the observations of Lord Brougham in the case of,Prendergrasti). PrendergraSt 9 Eng. L. & Eq. 14, in the House of Lords. The rule above stated, and established in Howe v. Lord Dartmouth, is not very favorably regarded in the modern case- Sir Knight Bruce, indeed, remarks of it, in Cotton v. Cotton, 14 Jur. 950 "that though not to be questioned as a general rule, it had, in his opinion, quite as often defeated as carried out the intention of the testator." The leaning of the courts is, therefore, at present, to treat gifts of this nature, as far as possible specific; and very slight circumstances of intention will be deemed sufficient to take a case out of the general rule. Morgan v. Morgan, 14 Beavan, 72 ; Mackie V. Mackie, 5 Hare, 77; Cotton v. Cotton, 14 Jur. 950; Blann v. Bell, 13 Eng. L & Eq. 191 ; (see, however, the remarks of L. J. Knight Bruce in this case on ap- peal, 22 L. J. Ch. 238 ;) Burton v. Mount, 2 De G. & Sm. 383 ; 12 Jur. 934 ; Howe V. Howe, 14 Jur. 359 ; and see 2 Spence Eq. Jur. 42, 554, and the authorities there cited. "The court," it was said in Prendergrast v. Prendergrast, ub. supr., "attentively and anxiously looks to all indications of such an intention; and before it orders a conversion, must be satisfied that such a course is not excluded by the whole instrument taken together." "The result of the authorities is," remarks Vice Ch. Parker in Blann v. Bell, 13 Eng. L. & Eq. 191, "that the ap- plicability of the rule, in a particular case, is to be ascertained by construing the whole will according to the directions given by the testator." It is still incum- bent, however, on those contesting the applicability of the rule, to point out the expressions of intention which are relied on to prevent its operation. Morgan V. Morgan, 14 Beavan, 72; Sutherland v. Cooke, 1 Coll. 498; Blann v. Bell, 22 L. J. Ch. 238. See, also, an able and thorough discussion of the subject in the London Law Magazine for August, 18^, vol. 50, p. 171. The difference between a specific and a residuary gift of chattels is fully re- cognised in the United States. Where there is spcci/Sc gift of articles jmie ransu- mtmtur usu, as hay, corn, wine, provisions, &c., for life, a remainder over is void, and the first legatee takes absolutely ; where such gift is of articles which aie not consumed by use, but are only deteriorated, or wear out, as furniture, plate, farming utensils, &c., the remainder is good, but the tenant for life is entitled to the use of the articles. If, however, the gift is residuary, the properly, of whatever kind, must be sold, and the interest, only, of the proceeds, given to the tenant for life. Covenhoven v. Schuler, 2 Paige, 132 ; Patterson v. Devling, 1 McMuU. Eq. 459; Woods v. Sullivan, 1 Swann, 507; Robertson v. Collier, 1 Hill. Eq. 373 ; Horrey v. Glover, 2 Id. 515 ; De Peyster v. Clendenning, T Paige, 403 ; Williamson v. Vaulx, 10 Yerg. 30; Homer v. Shelton, 2 Metcalf, 194; Kin- nard v. Kinnard, 5 Watts, 108. In Evans v. Inglehart, 6 Gill & Johns. 192, however, it was held that the English rule, which requires an executor to convert the personal assets, was inconsistent with the Maryland Act of 1798, ch. 101 ; and, therefore, that a tenant for life of a residue was entitled to enjoy specific articles forming part thereof in specie. But if the residue consists of money, or property whose use is the conversion into money, and which it could not be intended should be specifically enjoyed, then the executor must convert. Ibid; Wootten V. Burch, 2 Maryl. Ch. Dec. 199. In the case of a pecuniary legacy, or stocks, OF TRUSTEES FOR TENANT FOR LIFE. / 559 *the death of the tenant for life, will entitle the tenant for r*39ii life to the specific enjoyment of such parts of the trust estate as consist of leaseholds, or other perishable securities, (;p) and the contrary decisions of the Vice-Chancellor of England in Mills v. Mills,(j) and Benn v. Dixon,(j') would scarcely be suffered to prevail against the other authorities, (s) A direction, that the trust estate shall be divided after the death of the tenant for life, has also been held to have the same effect.(i) In Alcock V. Sloper(M) the testator gave the residue of his estate, real and personal, to his executors upon trust to permit his wife to receive the rents, profits, and annual proceeds thereof during her life, and after her decease to sell his freehold house in Oxford Street, and also his leasehold houses by auction ; and he desired that A. should be employed as auctioneer to convert the whole of his estate and ef- fects into money for the purposes therein mentioned. Sir John Leach, M. R., considered that the express direction, to convert his leasehold houses and the whole of his estate after the death of his wife, excluded the supposition, that he intended any part of it to be con- verted during her life, and that she was therefore held entitled to {p) Alcock t;. Sloper, 2 M. & K. 699 ; (s) See Hinves v. Hinves, 3 Hare, Daniel v. Warren, 2 N. C. C. 290. 61 1. (5) 7 Sim. 501. (J.) Collins v. Collins, 2 M. & K. 703 ; (r) 10 Sim. 636. [See, also, Cham- Bethune v. Kennedy, 1 M. & Or. 114. bers iJ. Chambers, 15 Sim. 189.] («) AJcodk v. Sloper, 2 M. & K. 699. the tenant for life is only entitled to the interest, unless he gives security. Pat- terson V. Devlin, ut supr.; Eichelberger v. Barnitz, 17 S. & R. 293; Kinnardt). Kinnard, ut supr.; Rodgers v. Rodgers, 7 Watts, 19; Freeman v. Cook, 6 Ired. Eq. 379. With regard to the increase of stock, &o., it will in general go to the tenant for life, he keeping up the original amount. Robertson v. Collier, 1 Hill's Eq. 370; Horry v. Glover, 2 Id. 515; Patterson v. Devling, McMuU. Eq. 459; Pointdexter v. Blackburn, 1 Ired. Eq. 286 ; Evans v. Inglehart, 6 Gill & John. 172 ; Woods v. Sullivan, 1 Swann, 507 ; Hunt v. Watkins, 1 Humph. 498 ; 2 Kent's Comm. 353, note (a). But where a life estate is given in slaves, it has been held, in Virginia and North and South Carolina, that the remainderman was entitled to the issue. Ellison v. Woods, 6 Munf. 368 : Covington v. Mclntire, 2 Ired. Eq. 316; Milledge v. Lamaz, 4 Desaus. 607; Robertson v. Collier; Horry V. Glover; Devling v. Patterson ut. supr. But in Maryland, the general rule ap- pears to apply. Dobson v. Scott, 1 H. & McH. 160; Evans v. Inglehart, 6 G. & John. 172; Wootten v. Burch, 2 Maryl. Ch. Dec. 191. In Flowers v. Franklin, 5 Watts, 265, under the particular expressions in the will, the remaindermen were held entitled to stock and implements purchased to replace the deteriorations by death, accident, and wear and tear. But see Devling v. Patterson, 1 McMuU. Eq. 459; Covenhoven v. Sohuler, 2 Paige, 131; Black v. Ray, 1 Dev. & Batt. Eq. 443. 560 » OF TRUSTEES FOR TENANT FOR LIFE. receive the income of some long annuities which formed part of the residuary estate.(M)(l) So in Collins v. Collins(3;) the devise was as follows, — " I give to my wife Sarah Collins all and every part of my property in every shape and without any reserve, and in whatever manner it is situated for her natural life ; and at her death the property so left to he di- vided in the following manner — one-half in equal proportions to my father," and so on, and Sir J. Leach was of opinion, that the re- maindermen were not entitled to have a leasehold estate of the tes- tator sold, there being a sufficient indication of the testator's inten- tion, that the widow should enjoy the property in specie : and this decision was afterwards approved of and acted upon by Lord Cotten- ham in Pickering v. Pickering.(^) In Bethune v. Kennedy(g) the testatrix, after making two specific bequests of sums in the long annuities, gave the residue of her pro- perty, all she did or might possess in the fundsj copy or leasehold estates, to her two sisters during their lives ; at the decease of both of them to be equally divided, share and share alike, between her three cousins or their heirs. The residuary estate, after satisfying the two specific bequests, consisted in part of 150/. per annum in the long annuities. The bill was filed by two of the legatees in remainder to have the long annuities converted into a permanent fund, but Sir C. Pepys, M. R., was of opinion, that the long annuities in question were to be enjoyed by the tenant for life as a specific bequest, and dismissed the bill.(z) *The next case is Pickering v. Pickering,(a) where the L -I testator gave and bequeathed to his wife all the interest, rents, dividends, annual produce and profits, use and enjoyment, of all his estate and efi"ect8 whatsoever, real and personal, for and dur- ing the term of her natural life, and (after giving her certain specified articles) at the decease of his said wife,' he gave, devised, and be- queathed to his son-in-law, E. R. P., all the rest and residue of Ms estate and effects whatsoever, both real and personal ; it was held by Lord Langdale, M. R., on the general construction of the will, that the widow was entitled to the enjoyment in specie of the perishable (u) Alcock V. Sloper, 2 M. & K. 699. (o) Pickering v. Pickering, 2 Beav, (x) 2 M. & K. 703. [See Hunt v. Scott, 31; S. C. on Appeal, 4 M. & Ci. 289. 1 De G. & Sm. 219.] [See Prendergrast v. Prendergrast, 3 (2/) 4 M. & Cr. 300. Engl. L. & Eq. 15; see further Burton (z) Bethune v. Kennedy, 1 M. & Cr. v. Mount, 2 De G. & Sm. 383; 12 Sm. 114. 934.] ^I^ (1) However, in Mills v. Mills, 7 Sim. 501, a direction by a testator for the jafe of his freehold and leasehold estates, of which there had been a previous gift for life, was held by Sir L. Shadwell, V. C, not to prevent the application of the general rule requiring the conversion of the leasehold property. OF TBUSTEES FOR TENANT FOR LIFE. 561 property of the testator during her life without any conversion for the benefit of the remainderman. And this decision was affirmed on appeal by Lord Cottenham.(a) In Goodenough v. Tremamondo,(6) the testator gave his residue to his trustees in trust, to permit the rents, issues, profits, interest and annual proceeds thereof, to be received by his son Richard during his life, and after his decease upon trust for the two daughters of his son, when they should attain twenty-one ; with power for the trus- tees after the death of the son to apply the rents, &c., towards the maintenance of the daughters until the vesting of their shares. Part of the residue consisted of a leasehold house, and at the hearing on further directions it was contended, that this leasehold ought to have been converted ; but the Master of the Rolls (Lord Langdale), with- out calling upon the counsel for the other side, said, that he could not declare this to be a case of conversion without striking out of the will the word "rent," which was twice repeated ; there being no other property except the leasehold to which the term was applicaMe.{b) It may be remarked, that the term " rents" was also made use of by the testator in Pickering v. Pickering, although neither of the learned judges, who decided that case, appears to have attached any particu- lar importance to that circumstance. There indeed the testator ap- pears to have been possessed of an estate in land pur autre vie, to which the term "rents" might have applied. (c)(l)^ (a) Pickering v. Pickering, 2 Beav. by the same learned judge, that a direc- 31 ; S. C. on Appeal, 4 M. & Cr. 289. tion that the tenant for life should have [See Prendergrast v. Prendergrast, 3 " the full and entire enjoyment of real Engl. L. & Eq. 15; see further, Burton and personal estate" operated as a spe- V. Mount, 2 De 6. & Sm. 383, 12 Jur. cific gift of leaseholds. Harvey v. Har- 934.] vey, 5 Beav. 134; see Att.-Gen. v. Pet- (6) Goodenough v. Tremamondo, 2 ter, 5 Beav. 164. Beav. 512. In a late case it was held (c) 4 M. & Cr. 292. (1) In Mills u. Mills, 7 Sim. 501, the same expression occurred, but Sir L. Shad- well, V. C, notwithstanding, held, that the property ought to have been converted in favor of the remainderman. ' In Harris v. Poyning, 13 Engl. L. & Eq. 268, 1 Drewry, 174, a testator gave all his residuary real estate, and all his slock, mortgages, and other securities for money, and other his personal estate and effects, to his wife and his son, upon trust for his wife for life, subject to an annuity for his son ; and after her death, as to all the devised and bequeathed real and personal estate, of which his wife was to have the yearly interest, upon trust for his son absolutely. The testator having inter alia, left leaseholds, it was held that these were to be enjoyed by the widow in specie. See also Neville v. Fortescue, 16 Sim. 333; Howe v. Howe, 14 Jur. 359. In Thornton v. Ellis, (10 Engl. L. & Eq. 65) however, where the tes- tator bequeathed the interest and proceeds of the residue of his property '•' o. every description it might be at his death," to certain persons for life, and after 36 562 OP TRUSTEES FOR TENAKT FOE LIFE. The recent decision of the Lord Chancellor in Vaughan ». Buck((?) is also in favor of the enjoyment of the residue in specie by the lega- tee for life. But in the late case of Benn v. Dixon, (e) the testator gave to his ■wife the whole of the interest arising from his property both real and personal during her life, and at her decease to be disposed of as there- after named, and should he die without leaving issue, he gave the whole of his property, both real and personal, to his brothers and sister in equal proportions. Part of the testator's estate consisted of a leasehold house, in which he resided, and which his widow con- P^nqq-. tinned jto occupy after his *death. It was contended on be- ^ half of the widow, on the authority of Alcock v. Sloper, Col- lins V. Collins, and Pickering v. Pickering, that she was entitled to the specific enjoyment of this property ; but Sir L. Shadwell, V. C. E., held that there was nothing on the face of the will to take the case out of the operation of the general rule, according to which the property was to be converted and invested in the funds, in order to produce the same interest to the remainderman as was enjoyed by the tenant for life.(/) However, in the subsequent case of Daniel V. Warren,(^) before Sir K. Bruce, V. C, there was a residuary gift of all the testator's property in trust for S. M. W. for life, and after her death unto her children in equal proportions, and in the event of her death without leaving issue to attain twenty-one, the whole of th proferty to he sold by public auction. The Vice-Chancellor held, that S. M. W. was entitled to the enjoyment in specie of leaseholds, which formed part of the testator's estate.' (d) 1 Phill. 76. see Mills v. Mills, 7 Sim. 501, slated (e) 10 Sim. 636. supra, 391, n. (/) Benn v. Dixon, 10 Sim. 639 ; and (g) 2 N. C. C. 290. wards over, it was held that railway shares ought to be converted ; and see Mor- gan V. Morgan, 14 Beav. 92. So in Blann v. Bell, 22 L. J. Ch. 236, where a testator gave the residue of his estate to trustees to pay the dividends of 1500/. stock to A. for life, and after to divide the dividends between F. B. and F. R., and the survivor of them. He gave the residue of his freehold, copyhold, and leasehold estate, and all other his estates and effects upon trust to pay the divi- dends, interest, rents, and annual produce to his wife E. B. for life, with remainder to F. R. for life, with other remainders. The testator had leasehold property, canal, and insurance shares, and Dutch bonds. It was held by the Lords Justices, af- firming, S. C. 13 Engl. L. & Eq. 191, that she was not entitled to enjoy the shares and Dutch bonds in specie, though she was the leaseholds. > A testator possessed of sums in various stocks, and of long annuities, gave certain specific and general stock legacies, " and as to all the rest, residue, and remainder of his estate," he gave it to his widow for life ; and after her decease he bequeathed " it as follows" : — He then gave various general stock legacies, and whatever there might be then remaining, after the above-mentioned direc- tions had been made, he gave to the plaintiffs. It was held by Lord Cottenham that the widow was not entitled to enjoy the long annuities in specie. Lechneld V. Baker, 13 Beav. 447. OF TRUSTEES FOR TENANT FOR LIFE. 563 And in the still later case of Hinves v. Hinves,(A) a testator be- queathed to his executors to dispose of his property in the manner after mentioned, all debts and funeral expenses paid, viz. to his wife S. H. the whole income of his property of all descriptions whatso- ever for her life at her own disposal, hut not to sell without the con- sent of all parties. He then gave certain particular legacies to his wife, and the residue of his estates or property whatsoever equally to his five brothers. It was held by Vice-Chancellor Wigram, that the testator's wife was erftitled to the income of leaseholds and long annuities in specie. And his Honor in the course of his judgment, remarked upon the cases of Mills v. Mills, and Benn v. Dixon, as differing in principle from the current of the modern authorities. If any part of the property, given for life with remainder over, consist of a reversionary interest, which produces no immediate avail- able income, but which admits of being valued, and converted into money, the same rule which in the cases hitherto considfered works for the benefit of the persons entitled in remainder, will also hold good (to the same extent and subject to the same exception) for the benefit of the tenant for life : and according to that rule it is primd facie the duty of the trustees at once to dispose of such an interest, and invest the proceeds in stock, which will produce an immediate in- come available for the benefit of the tenant for life.(i) If the trustees of a settled estate join with the remainderman to evict the tenant for life from the possession of the property, they will be personally liable to make good the whole rent for the time of such eviction, without any allowance for any accidental deficiencies in the amount actually received. (A) A trust for the accumulation of the income of property settled for life, is one of very frequent occurrence, more especially where the settlement is made by will. Previously to the statute 39 k 40 Geo. III. c. 98 (usually called the Thellusson Act),' the enjoyment of the (A) 3 Hare, 609. {k) Kaye v. Powell, 1 Ves. jun. 408. (i) Feanis v. Young, 9 Ves. 549, 552j Dimes v. Scolt, 4 Russ. 200. ' Upon the construction of this Act, the following decisions, since the publi- cation of the text, may be referred to as involving important and interesting questions; Browne v. Stoughton, 14 Sim. 369 (see the remarks of Mr. Lewis on this case : supp. to Lewis on Perp. 174) ; Marquis of Bute v. Harnum, 9 Beav. 320; Bateman v. Hotchkin, 10 Beav. 426; Routh u. Hutchinson, 8 Beav. 581 ; Boughton V. Boiighton, 1 H. L. Ca. 406 ; Lady Hosslyn's trust, 16 Sim. 391; Halford v. Stains, Id. 488; Ellis W.Maxwell, 12 Beav. 104; Wilson v. Wilson, ( ( 3 Engl. L.& Eq. 138; Basset v. Lister, 9 Hare, 177; 7 Engl. L. &Eq. 158; Mor- gan V. Morgan, 2 Engl. L. & Eq. 35; S. C. 6 Id. 130 ; Bourne v. Bnckton, 2 Sim. N. S. 91; 9 Engl. L. & Eq. 144; Corporation of Bridgenorth v. Collins, 15 Sim. 528. See as to proviso with regard to portions, ante, 368, and note. In Penn- 564 OF TRUSTEES FOR TENANT FOR LIFE. r*Sq4n ^'^°°™® °^ *property might have been suspended for so long L -la period as the vesting of the estate itself; viz. for a life in being, and a subsequent period of twenty-one years. (Z) The abuse of this legal riglit in the case of the will of the late Mr. Thellusson induced the legislature to interfere for the purpose of curtailing the period for accumulation, and that period is now restricted by that act to four alternate terms, viz. 1st, The life of the settlor ; 2d, Twenty-one years from the death of the settlor ; 3d, The minority or minorities of any person or persons living at the death of the set- tlor, or 4th, During the minority or minorities of any person or per- sons, who, if of full age, would be entitled under the limitations to the income, which is directed to be accumulated. But the act con- tains an exception in favor of any accumulation directed for the pay- ment of debts, or for raising portions for children. It has-been determined that these four periods are alternative and not cumulative, that is to say, a testator may direct the income of trust property to be accumulated for twenty-one years after his death, or for the minority of A., but not for twenty-one years from his death, and during that minority. (?h) The act goes on to direct, that any' accumulations directed con- trary to its provisions shall be void, and that the income directed to be accumulated shall go to the person who would have been entitled to it, if there had been no such direction. Upon the construction of this provision, it was held that any accumulation directed for too long a period is void only for the excess, and not in toto.{n) And Q) Lord Southampton v. Marquis of peal, 4 M. & Cr. 231, and cases cited; Hertford, 2 V. & B. 61. [Hillyard v. Marshall ■«. HoUoway, 3 Swanst. 432; Miller, 10 Barr, 333.] Griffiths v. Vere, 9 Ves. 129; Longdon (m) Griffiths v. Vera, 9 Ves. 136; 1 v. Simpson, 12 Ves. 295; Lord South- Jarm. Pow. Dev. 418,9; Ellis v. Max- ampton v. Hertford, 2 V. & B. 61 ; Ha- well, 3 Beav. 587. [Wilson v. Wilson, ley v. Banister, 4 Mad. 277. [Neltleton 3 Engl. L. & Eq. 138.] v. Stevenson, 3 De G. & Sm. 366 ; see (n) Lade v. Holford, Ambl. 479 ; Eyre the remarks of Gibson, C. J., in 10 Barr, V. Marsden, 2 Keen, 564 ; S. C. on ap- 335; but see note below.] sylvania, there was formerly no legislative provision especially directed against accumulations, but they have been rigidly restricted within the common law rule as to perpetuities ; even where the fund to be thus created was directed to be ultimately applied to the foundation and support of a charity. Hillyard ». Miller, 10 Barr, 326. Now, however, the Legislature, by the act of 1853 (P. L 507), § 9, has substantially adopted the Thellusson Act, omitting, however, the proviso with regard to trusts for debts and portions. On the other hand, m addition, donations, bequests and devises, for any literary, scientific, chari- table or religious purpose, are excepted out of the act; accumulations are also made void only as to the excess above the period prescribed. In New York, by the Revised Statutes, part U. ch. 1, tit. 2, § 15, 37 ; tit. 4, § 1, &o., there are restrictions against the accumulations, even more stringent than the Thellusson Act. OF TRUSTEES FOR TENANT FOR LIFE. 565 when the period allowed by the act for accumulation has expired, the income during the residue of the time appointed for its accumu- lation by the testator, will be held in trust for his heir-at-law or next of kin, according to the nature of the estate,(o) or for his residuary legatees, if the residuary clause be so framed as to pass the interest, thus becoming undisposed of.(p) Where real estate is settled in trust for a tenant for life with re- mainder over, the trustees will not be justified in raising out of the corpus of the estate any sums, which may be requisite for the sub- stantial repairs of the mansion house or estate (although occasioned by the existence of dry rot) ; but such expenses must be defrayed out of the interest of the tenant for life in possession.(g')' Previously to the act 4 & 5 Will. IV. c. 22, the representatives or assigns of tenants for life of rents, annuities, or stock, &c., were not entitled to any apportionment in case of the death of the tenant for' life, in the interval between the regular days of payment ; unless in- deed there were an express provision for that purpose.^ But by that (o) Eyre v. Marsden, 2 Keen, 564 ; 4 (p) O'Niel v. Lucas, 2 Keen, 313; M. & Cr. 231; M'Donald v. Bryce, 2 Ellis v. Maxwell, 3 Bear. 587; Att. Keen, 271. [Sewellii. Dewny, lOBeav. Gen. v. Poulden, 3 Hare, 555. 315; Barrett v. Buck, 12 Jur. 771; (?) Bostock «. Blackeney, 2 Bro. C. Boughton w. Boughton, 1 H.L. Cas. 406; C. 653; Hibbert iJ. Cooke, I S. & St. Nettleton v. Stevenson, 3 De G. & Sm. 552 ; Nairn v. Majoribanks, 3 Russ. 582 ; 366,] Caldecott v. Brown, 2 Hare, 144. ' See Thurston v. Dickenson, 2 Richard. Eq. 317; Cogswell v. Cogswell, 2 Edw. Ch. 231 ; Jones v. Dawson, 19 Alab. 692. But in Parsons v. Winslow, 10 Mass. 361, it was said that where trustees are directed to invest in real estate, and purchase a house, the e.>:penses of putting it in tenantable repair, come out of the capital. And in Harris v. Poyner, 13 Engl. L. & Eq. 268, where leaseholds were specifically bequeathed for life, and the tenant for life was compelled to make good dilapidations incurred by the testator, under a covenant in the lease, it was held that the expenses were to be charged on the corpus of the estate; though the rule is as different between a specific and a residuary legatee. Hick- ling V. Boyer, 9 Engl. L. & Eq. 209. In the case of a total destruction of an in- sured building by fire, the properly is so far converted into personalty, and where there is a life estate with remainders, the parties are entitled to the use of it according to their respective interests ; and the money is not to' be applied to the rebuilding of the house, Haxall's Ex'rs TJ.fShippen, 10 Leigh, 536 ; but the case of a partial injury is different, and the amount of the insurance is to be ap- plied to the repair of the building. Brough v. Higgins, 2 Graft. 408. " In most of the States there are now statutory provisions authorizing the ap- portionment of rent on the death of the tenant for life ; following the 1 1 Geo. I. ch. 19, &c. See 3 Kent Comm. 471 ; Pennsylvania Act of 1834, § 7 (Dunlop 518) ; 3 Greenleaf Cruise, 117 (306), note; Code of Virginia, 1849, p. 574. With regard to annmiies, the general rule is thatthey are not apportirfriable. Wigginw.Swett, 6 Mef- calf, 194; Mannings v. Randolph, 1 Southard, 144; Tracy i;. Strong, 2 Conn. 659; Earp's Will, 1 Pars. Eq. 168 ; see Gheen v. Osborne, 17 S. & R. 171 ; McLemore v. Goode, Harp. Eq. 275; Waring v. Pureell, 1 Hill's Eq. 199. Where, however, a testator, gave an annuity to his wife " in lieu of dower," it was held apportion- 566 OP TRUSTEES FOR TENANT FOR LIFE. statute the right to such an apportionment is given in all cases where P^ g the right to the payment *is created by any instrument or L J will executed or coming into operation after the passing of the act.(y) The tenant for life, who is in the possession of the estate, is liable to all rates and taxes, and the trustees will not be justified in de- fraying those charges out of the general trust fund.(s)" It not unfrequently happens that the interest given to a cestui que trust for life, is directed to go over for the benefit of other parties on his bankruptcy or insolvency, or any attempt at alienation. And it has repeatedly been decided, that such a direction is valid, and that the assignees of the cestui que trust for life will take no interest in the trust property so limited.(^) But if any beneficial interest re- mains in the tenant for life ; as, for instance, where the property in the event contemplated is to be in trust for the benefit of Mm and his wife and family ; in that case, whatever benefit he is entitled to, (r) See re Markby, 4 M. & Cr. 484 ; Cooper v. Wyatt, 5 Mad. 482; Shee v. Michell V. Michell, 4 Beav. 549. Hale, 13 Ves. 404; Lewes v. Lewes, 6 (s) Fountaine o. Pellet, 1 Ves. jun. Sim. 304; Twopenny i;. Peyton, 10 Sira. 342. 487 ; Page v. Way, 2 Beav. 20 ; Btan- (0 Dommet v. Bedford, 3 Ves. 149 ; don v. Aston, 2 N. C. C. 24. able. Gheen v. Osborne, 17 S. & R. 171; though the contrary was ruled in Tracy V. Strong, 2 Conn. 659. And in Fisher v. Fisher (Dist. Ct. Philadelphia), 4 Am. Law Journ. N. S. 539, it was laid down as a general proposition, that where, as in the case of a bequest to a wife or child, it is not dependent on the mere gene- rosity of the donor, an annuity is apportion able. Dividends from money in the fands, and bank stock, are also not apportionable ; Earp's Will, 1 Pars. 468; Wilson V. Hosmer, 2 Ves. Sr. 672 ; though see contra. Ex parte Rutledge, Harp. Eq. 65: but interest on money out on bond or mortgage is. Earp's Will; Swei- gart V. Berks, 8 S. & R. 299. > Cairns v. Chabert, 3 Edw. Ch. 362. In Cochran v. Cochran, 2 Desaus. 521, however, only one-third of the taxes and repairs were charged on the tenant for life (a widow), probably on the ground of that being supposed then to be the proportionate value of a life estate. So the charge of keeping down incum- brances on the estate, falls on the tenant for life. 4 Kent's Comm. 74; Jones t). Sherrard, 2 Dev. & Batt. Eq. 187; Cogswell v. Cogswell, 2 Edw. Ch. 231; see Caulfield v. McGuire, 2 J. & Lat. 141 ; Hinves v. Hinves, 3 Hare, 609. In North Am. Coal C,o. v. Dyott, 7 Paige, 1, where a manufacturing establishment was held in trust, it was ruled that the one entitled to the present income was exclu- sively responsible for the debts incurred in carrying on the establishment. Where land is sold under an incumbrance, the tenant for life and remainderman are entitled to share according to their relative proportions. Williams's Case, 3 Bland, 106. What the proportion is, see 4 Kents' Comm. 74, and Williams's Case, ub. supra. Formerly it was estimated at a third, but it is now usually referred to a Master, to inquire what the value of the estate is according to the life annuity tables. Niemcewicz v. Gahn, 3 Paige, 652; Jones v. Sherrard, 2 Dev. & Batt. Eq. 189. OF TRUSTEES FOE TENANT FOR LIFE. 567 will unquestionably go to his assignees.(M) However, where it is left entirely in the discretion of the trustees to continue or withhold any benefit to the bankrupt or insolvent, his assignees will not be entitled to anything, as long as nothing is given to him by the trus- tee^.{x) But whatever interest they should actually give him in the exercise of that discretion, will unquestionably go to the assignees.(«/) And in these cases, the intention to exclude the assignees, on the bankruptcy or insolvency of the cestui que trust for life, must be clearly expressed ; and where the forfeiture seems only to contem- plate a particular and voluntary alienation, it will not be extended to an alienation by act of law.(z)' {u) Rippon V. Norton, 2 Beav. 63; and that of Twopenny v. Peyton, 10 Lord 0. Bunn, 2 N. C. C. 98,; Green v. Sim. 487, in 1 Coll. Ch. 400, and in 10 Spicer, 1 Ross & Milne, 395 ; Piercy v. Jur. 419.] Lord v. Bunn, 2 N. C. C. 98 ; Roberts, 1 M. & K. 4 ; Snowdon v. Kearsley -u. Woodcock, 3 Hare, 185. Dales, 6 Sim. 524; Younghusband v. {y) Lord v. Bunn, 2 N. C. C. 98; Gisborne, 3 Jur. 750; S. C. 1 Coll. N. Kearsley v. Woodcock, 3 Hare, 185. C.C. 400; [affirmed 10 Jur.419 ; Roch- {z) Lear v. Leggett, 2 Sim. 479; 1 ford V. Hackraan, 9 Hare, 475; 10 Engl. R. & M. 690; Whitfield v. Prickett, 2 L. & Eq. 64.] Keen, 608. [Rochford v. Hackman, 9 {x) Godden v. Crowhiirst, 10 Sim. Hare, 475, 482; 10 Engl. L. & Eq. 642. [But see the remarks on this case, 68.] ' In Rochford v. Hackman, 10 Engl. L. & Eq. 64; 9 Hare, 475, it was held, that though a proviso restraining alienation was as much void in the case of a life estate as of a fee, a limitation over on such alienation was good; and that the limitation need not necessarily be connected with the gift, but the intention to create it might be gathered from a subsequent part of the will. Under such a limitation, taking the benefit of the insolvent law was included. In Dickson's Trust, 1 Engl. L. & Eq. 149, a condition that a legacy to a daughter should be forfeited, on her becoming a nun, was held good, though there was no limitation over; and the distinction was taken between conditiones rei lidta, which that was held to be, and conditiones rei non licitie, as those in restraint of marriage, in which case a limitation over, or direction that the forfeited share shall form part of the residue, the residue being given over, is necessary. In Rochford v. Hackman, however, Vice-Ch. Turner remarking on this case, says : " It was said at the bar that a limitation over is unnecessary ; and the case of Dickson's trust was relied on. I do not think it necesisary to decide the point at present, but I do not un- derstand the case of Dickson's trust as deciding that a life interest may be well determined merely by a proviso that it should cease in a certain time, without anygift over being made. The true rule is, that the court must collect the tes- tator's intention,— whether the life estate should continue or not, — fAm the whole will." But he remarks subsequently, " it would be difficult to argue that more force was due to a gift over, than to a proviso for cesser." In Grace !■. Webb, 12 Jur. 987; 2 Phillips, 701, a covenant to pay to a single woman for a life, subject to a proviso thereinafter contained, an annuity of £40, the proviso being, that if she should afterwards marry, the annuity should be reduced to £20, it was held that the gift in the first instance was a qualified one, and the proviso was good. The Chancellor (Lord Cottenham) was also of opinion that the condition, if one, was precedent to the accruing of each annual Bum, not subsequent, and therefore, also, good. This principle was again reoog- 568 OF TRUSTEES FOK INFANTS. VII. — OF TRUSTEES FOR INFANTS. Infants and their property are in an especial manner under the protection of the Court of Chancery, which regards with peculiar jealousy anything approaching to a dereliction of duty by their trus- tees. It is the settled rule of the court, and one that is never varied ■without special circumstances, that trust-money belonging to an infant must be laid out by the trustee in the three per cents. : and the court will not even direct a reference to the Master, to inquire whether it would be for the infant's benefit, that the fund should be laid out on real security, unless there is something very special in the case to induce it to relax the general rule. (a) So trustees or guardians will not ordinarily be permitted to change the nature of the infant's property, by converting personalty into real estate, or vice versa.{by And where the trustees of an infant, (a) Norbury v. Norbury, 4 Mad. l91. 122) Witter v. Witter, 3 P. Wms. 101; lb) 1 Mad. Ch. Pr. 269, 270; 1 Fonbl. Rook v. Worth, 1 Ves. 461 ; Tullitt v. Eq. B. 1, ch. 2, s. 5, n. (6) ; 2 Story Eq. Tullitt, Arabl. 370. Jur. H357; Ex parte Phillips, 19 Ves. riised in Lloyd v. Lloyd, 10 Engl. L. & Eq. 431. The case of Grace v. Webb, was, however, pointedly disapproved in Hoopes v. Dundas, 10 Barr, 75. The general rule as to conditions in restraint of marriage, is, that they are vaUd when annexed to real estate, Comm. v. SchaefTer, 10 Barr, 350; but void (without a limitation over) in bequests of personalty and annuities. Hoopes v. Dundas, 10 Barr. 75. Whether a proviso in the creation of a trust, that the trust property shall not be liable to the cestui quetrusVs debts, is valid, is not settled in this coun- try. It was held not to be so in Hallett v. Thompson, 5 Paige, 383 ; (see Rideri). Mason, 4 Sandf. Ch. 352;) and Dick v. Pilchford, 1 Dev. & BaU. Eq. 480. In Stagg V. Beekman, 2 Edw. Ch. 89, however, it was held that a direction in a vrill for the investment, under the direction of the court, of a certain sum, for the sole benefit of a person, discharged from all claim of his creditors, or if not pos- sible, the fund to sink into the residue, could be carried into effect. In Pennsyl- . vania, it is considered that there is nothing unlawful in a parent's making such a provision for his child ; and it will be sustained', where the cestui que trust is him- self excluded from the control of the property, though with no limitations over. Ashhurst v. Given, 5 W. & S. 323 ; Vaux v. Parke, 7 W. & S. 19 ; Fisher v. Tay- lor, 2 Rawie, 33 ; Norris v. Johnston, 5 Barr, 289; Eyrich v. Hetrich, 13 Penn. St. R. 491. So in Kentucky. Pope v. Elliott, 8 B, Monr. 56. See, in Massachusetts, Braraan v. Stiles, 2 Pick. 463. "Eoyer's App., 11 Penn. St. R. 36; Bonsall's App., 1 RawIe, 273; Kauffiran V. Crawford, 9 Watts & Serg. 131 ; Wolf v. Eichelberger, 2 Penn. R. 346; Eck- ford V. De Kay. 8 Paige, 80 ; Rogers v. Patterson, 4 Paige, 409 ; Ex parte Crutch- field, 3 Yerg. 335. But in a case of imminent necessity, a guardian may pur- chase land with his ward's money. Bonsall's App., ub. supra; see Billingtons App., 3 Rawle, 55; Royer's App., 11 Penn. St. R. 36; though see'Moore v. Moore, 12 B. Monr. 190, contra. So in a proceeding in the Orphans' Court in par- tition, where the heirs refuse to take the real estate at the valuation, and it is ordered to be sold, the guardian of one of the minor heirs may purchase it for OF TRUSTEES FOR INFANTS. 569 having saved *3000?. out of the profits of his real estate, laid r-^oQ„-| it out in the purchase of lands contiguous to the infant's L -^ estate, with the consent of his guardian, and the infant died under age, it was held by the Lord Chancellor, with Lord Chief Baron Atkins and Lutwich, J., against the opinion of the Master of the Rolls, that the trustees were not justified in making such an invest- ment of their own authority, and that they should therefore account to the infant's executors for the 3000Z.(c) However, it has been laid down that trustees may change the nature of the infant's estate under particular circumstances, where it is manifestly for his advantage or convenience to do so ; and the transaction will be supported, if the court would act so itself under the same circumstances. (d) (1) But it is obviously very difficult to (c) Earl of Winchelsea u. Norcliffe, 1 (rf) Inwood v. Twinne, Ambl. 419; Vern. 434; see Gibson v. Scudamore, 1 S. C. 2 Ed. 147, 152: see Terry v. Terry, Dick. 45. Free. Ch. 273. [Ante, note to page 375.] (1) However, there are several cases which tend to establish the position, that the court itself has no power to direct the sale or conversion of an infant's estate, merely on the ground of its being for the infant's benefit. Thus in Taylor v. Phillips, 2 Ves. 23, it was held that an infant's inheritance is never bound by the act of the court. And in Simpson v. Jones, 2 R. & M. 365, where the court had sanctioned a settlement of the leasehold estate of an infant ward on her mar- riage, giving the trustees a power of sale, it was held by Sir J. Leach, M. R., that the court had no authority to give such a power, and, consequently, that the trustees could not make a good title. And in the very recent case of Calvert v. Godfrey, 6 Beav. 97, a purchaser of an infant's estate under a decree of the his ward, if it seems, it is necessary to prevent its being sacrificed. Bowman's App., 3 Watts, 369. This, however, the court says, would be no conversion, as it would merely be preserving to the ward, real estate descended. Id. 373. See, also, as to the power to bind the ward's land by elegit, &c., in cases of necessity, Ronald v. Buckley, 1 Brock. 356. At common law, the guardian can lease during the period of his guardianship ; Field v. Schieffelin, 7 J. C. R. 150 ; Byrne V. Van Hoesen, 5 John. 66^ Ross v. Gill, 4, Call. Va. 250; and, indeed, it is his duty to do so for the benefit of the ward. Genet v. Talmadge, 1 J. C. R. 561. -Permanent improvements are equivalent to a conversion, and are, therefore, not within the guardian or trustee's power. Bellinger v. Shafer, 2 Sandf. Ch. 297 ; see Alexander v. Alexander, 8 Alab. 796. Thus it has been held, that a guar- dian cannot add a new part to the ward's mansion, to fit it for a tavern ; though in the particular case, he was allowed in his accounts, a credit for the improved rent. Miller's Est., 1 Barr, 326. But in Hood v. Bridport, 11 Engl. L. & Eq. 271, the court ordered a reference to inquire whether it would be for the interest of an infant petitioner to expend money in repairs of real estate, of which he was tenant in tail in expectancy. And an allowance for permanent improvements may be made, where obviously for the infant's benefit. Jackson v. Jackson, 1 Gratt. 143. For purposes of sale and disposition, the power of a guardian over his ward's personal estate, however, is as full as that of an executor ; and the purchaser is in no greater degree liable for the application of the money. Field V. Schieffelin, 7 J. C. R. 150; Bank ofVa. v. Clegg, 6 Leigh, 399; see ante, page 166, atid note. 570 OF TRUSTEES, FOR INFANTS. apply this rule with any degree of safety to any particular case ; and no trustee could be advised to take upon himself the responsibility of thus dealing with the infant's estate, but the express sanction of the court for that purpose should always be obtained. One reason appears to have principally influenced the court in discountenancing the absolute conversion of the personal estate of an infant into real estate. According to the old law, an infant at seven- teen years might have disposed of his personal property, while he had no such power over his real estate. Consequently the conversion would have been prejudicial to him, by depriving him of the absolute dominion over his property, which he would otherwise have enjoyed at an earlier period ■,(«) and on this ground the court, even where it has changed the nature of the infant's estate, has done it not to all intents and purposes, but with this qualification, viz., that if the infant lived he might take it as real estate, but without prejudice to his right over it during infancy as personal property.(/) This reason, (c) Earl of Wiiichelsea v. NorolifFe, (/) Sergesou v. Sealey, 2 Atk. 413, 1 Vera. 436; Pierson i;. Shore, 1 Atk. 4; Ashburton v. Ashburton, 6 Yes. 6: 480 ; Witter v. Witter, 3 P. Wms. 101; Ware v. Polhill, 1 1 Ves. 278 ; Ex parte Ex parte Grimstone, Ambl. 708; Ex Phillips, 19 Ves. 123; Webb v. Lord parte PhilMps, 19 Ves. 123. Shaftesbury, 6 Mad. 100. court,' vpas discharged from his purchase, on the ground that the court had no jurisdiction to sell or convert an infant's real estate upon the notion that it would be beneficial. And again, in Peto v. Gardner, reported in 12th Law Journ. N. S., Chanc. 371, 2 Y. & Coll., Ch. 312, it was held by Vice-Chancellor K. Bruce, that the court had no jurisdiction to exchange personal properly belonging to infants for other property to be settled on them, though the arrangement should appear to be beneficial for the infants. And in the still later case of Garmstone V. Gaunt, before the same learned Judge, it was held, that the court could not order the sale of an infant's leasehold estate, on the notion of its being for his benefit. [Reported, 1 Coll. 577. The jurisdiction of a court of equity in general to direct Ihe conversion of an infant's estate, was asserted in the Matter of Salis- bury, 3 John. Ch. 347 ; Huger v. Huger, 3 Desaus. 18 ; Stapleton v. Langstaff, Id. 22; but denied in Rogers v. Dill, 6 Hill, 415; see Williams's Case, 3 Bland, 186, for a full discussion of this matter ; and the last note. In this country, however, in most, if not all of the States, there are statutes authorizing the sale of an infant's real estate, on application of the guardian, &c., where it is necessary, or for the former's benefit. See in Pennsylvajiia, Acts of 1834, § 33 (3); (Dunlop, 476) ; of 1836, { 1 (Dunlop, 695) ; of 1851, 1. H (Dunlop, 1 133) ; and the recent act of April 18, 1853. See, also, Garland v. Loring, 6 Rand. 396 ; Matter of Wilson, 2 Paige, 412; Pope v. Jackson, 11 Pick. 113; Talley t). Starke, 6 Gratt. 339; DucketttJ. Skinner, 11 Ired. 431 ; Brown's Case, 8 Humph. 200; Peyton «. Alcorn, 7 J. J. Marsh. 500; Dow's Petition, Walkers Ch. 145; Young v. Keogh, 11 Illi- nois, 642. There is no question but that a Slate Legislature may constitutionally direct such a conversion. Snowhill v. Snowhill, 2 Green's Ch. 20; Norris i). Clymer, 2 Barr, 277 ; Davis v. Johannot, 7 Mete. 388 ; Spotswood v. Pendleton, 4 Call, 514; Dorsey v. Gilbert, 1 1 G. & J. 87. But where land is so sold by the act of the legislature, though the proceeds go to the personal representatives, (Snow- hill V. Snowhill, ut supra,) they remain real estate as regards the guardian. Genet V. Tallmadge, 1 J. C. R. 564.] OF TRUSTEES FOR INFANTS. 571 however, now no longer exists ; for the late "Will Act (1 Vict. c. 26, s. 7), expressly does away with the power of an infant to make any valid disposition of property by will. *And hence it may be r^ggrj--, matter of doubt, whether the court would in future adhere L -• with the same strictness to the old rule for the benefit of the infant's heir. The observations which fell from Lord Bldon in Ware v. Pol- hill,(^) seem to favor the inference, that the rule in question was established for the protection of the relative interests of the real and personal representatives of the infant ; but in Pierson v. Shore,(A) Lord Hardwicke said, that the reason was, its being for the benefit of the infant, " and not out of favor to any one representative more than another." And in Oxenden v. Lord Compton(,i) it was laid down, that there was no equity for the court to interfere as between real and personal representatives, they being both equally volunteers. In Ex parte Grimstone,(A;) the court refused to interfere as between the two classes of representatives of a lunatic, on the ground that a lunatic has precisely the same power of disposition over real as over personal estate, which was not the case with an infant : and this dis- tinction between infants and lunatics was admitted by Lord Lough- borough in Oxenden v. Lord Compton,(Z) and was also recognised by Lord Eldon, and followed as the principle of his decision in the case of Ex parte Phillips.(m) This distinction has now ceased to exist in consequence of the late alteration in the law, and these last cases are therefore authorities for holding, that if an infant's real estate have been actually converted, the court will not interpose on behalf either of his real or personal representatives to restore it to its original state; although, in directing the conversion to be made, it might still be considered an open question, whether the court would so far re- cognise the rights of the two classes of representatives, as to modify the conversion according to the rule, which we have seen to have been established and acted upon for the benefit of the infant him- self. (1) It is almost superfluous to add, that if the instrument, creating the trust for the infant, contain any express direction as to the disposi- tion of the estate, the express trust will override any general rule of (g-) 11 Ves. 278; and see Rook v. 3 J. C. R. 347 ; Lloyd v. Hart, 2 Barr, Worth, 1 Ves. 461. 477.] (h) 1 Atk. 480. (i) Ambl. 706; S. C. 4 Bro. Q. C. (i) 2 Ves. jun. 69, 70; S. C. 4 Bro. 235, n. C. C. 201. [See Matter of Salisbury, (i) 2 Ves. jun. 75. (m) 19 Ves. 122, 3. (1) From the cases referred to in a note to the preceding page, it seems that the jurisdiction of the court to direct the conversion of an infant's estate at all cannot be maintained [in England] . 572 OF TRUSTEES FOR INFANTS. construction, which will prevail only in the absence of any positive declaration on the point in question. (w) In some instances the infancy of the cestui que trust necessarily invests the trustees with a more extensive and absolute power over the trust estate than they would take under ordinary circumstances. Thus where an estate is vested in trustees in trust to sell, and apply the money for the benefit of particular persons, the trustees in ordinary cases, prior to the late act 7 & 8 Vict. c. 76, could not give a valid discharge for the purchase-money without the concurrence of the parties beneficially interested, (o) If, however, the cestui que trusts were infants, or otherwise incapacitated, the trustees would |-^oQo-i necessarily take by implication the power *of giving a dis- charge to the purchaser ; for the power of sale would otherwise be nugatory. (^) Where an infant is absolutely entitled to a legacy or other sum of trust-money, the trustee in whose hands it is vested, cannot safely pay it over either to the infant himself, or to his father or any other person on his behalf, without the sanction of the court ;^ and should he do so, he will be liable to pay it over again on the infant coming of age.(g') And a release taken from the infant will be wholly in- operative, (r) If, however, the infant on coming of age do any act clearly confirmatory of the payment made during his minority, he will be estopped from afterwards claiming a repayment.(«) But the intention to confirm the payment must be clear, and it will not ne- cessarily be inferred merely from the acquiescence of the party after attaining his full age, though continued for as long a period as four- teen or fifteen years, (i) However, if an infant by means of /fraudu- lent misrepresentations induce a trustee to pay over to him the trust fund, he cannot take advantage of his own fraud and compel a repay- ment on coming of age.(M) By the statute 36 Geo. III. c. 52, s. 32, an executor is enabled ^n) See Asliburton v. Ashbiirton, 6 (r) Overton v. Banister, 8 Jur. 996; Ves. 6; Terry v. Terry, Free. Ch. 273. S. C. 3 Hare, 503. [Rogers v. Dill, 6 Hill, N. Y. 415.] (s) Cooper v. Thornton, 3 Bro. C. C. (o) 2 Sugd. V. & P. 45, 9tli ed. 97 ; Lee v. Brown, 4 Ves. 368; 1 Rop. (p) Lavender v. Stanton, 2 Mad. 46; Legs. 771, 3d ed.; 2 Wms. Executors, Sowarshy v. Lacy, 4 Mad. 142; Bree- 869 ; 1 Rop. Legs. 771 ; Cory v. Gertch- don V. Breedqn, 1 R. & M. 413. ken, 2 Mad. 40. [See post, 526, note.] (g) Dagley v. Tolferry, 1 P. Wms. (t) Dagley v. Tolferry, 1 P. Wms. 285; Phillips v. Paget, 2 Atk. 80; Da- 285; see Lee v. Brown, 4 Ves. 362. vies V. Austen, 3 Bro. C. C. 178; Lee (u) Cory v. Gertchken, 2 Mad. 40; V. Brown, 1 Ves. 369 ; Overton v. Ba- Overton v. Banister, 8 Jur. 996 ; S. C. 3 nister, 8 Jur. 996; S. C. 3 Hare, 503. Hare, 503. [See ante, 144, note 2.] ' Furman v. Coe, 1 Caines' Cas. 96; Sparhawk v. Buck, 9 Verm. 41. Not even to guardian, without security. Hoyt v. Hilson, 2 Edw. Ch. 202. OF TKUSTEES FOE INFANTS. 573 to discharge himself from all responsibility with respect to the pay- ment of legacies due to infants, by payingthe amount, after deducting the legacy duty, into the Bank with the privity of the Accountant- Gen eral of the Court of Chancery to the account of the party en- titled to it ; and it is directed, that the money shall be invested by the Accountant-General in the three per cents., a transfer of which may be obtained by the party entitled, on application to the court by petition, or motion, in a summary way.(i;)' Where the trust is for the payment of the money not to the infant himself, hut to a guardian or trustee for him, the executor or trustee, by whom the payment is to be made, will be justified in making over the money to the infant's guardian or trustee, whose receipt, accord- ing to the principle already considered, will be a good discharge for the money so paid. (a;) And on this principle, where there is a be- quest of lOOZ. to A. to be equally divided between himself and his family, or for his and his children's use, A. is a trustee for the benefit of his children, and a payment to him by the executors will be good against the claims of the infant children. (?/) It is the settled rule of the court, that trustees for infants ought never of their own authority to break in upon the capital of the trust fund *even for the advancement of the infant, and still less r=itqqQ-| merely for bis maintenance.(2) Therefore if the instrument creating the trust do not authorize an application of the corpus of the fund in advancement and mainte- nance, however advantageous it may be for the infant to make such payments, this can be done with safety only under the sanction of the court.^ In Walker v. Wetherell(a) a doubt was expressed by Sir (u) 2 Wms. Executors, 867, 8; 1 96, & 186; Robinson «. Tickell, 8 Ves. Hop. Legs. 767. 142. (x) 2 Wms. Executors, 866 ; 1 Hop. {z) Walker v. Wetherell, 6 Ves. 474. Legs. 771. Anon. Mosley, 41. (2/) Cooper t). Thornton, 3 Bro. C. C. (a) 6 Ves. 474. [See Williams's case, 3 Bland. 186.] \ ' — — • ' In Farrance v. Viley, 9 Engl. L. & Eq. 219, the shares of infants in an estate, under 20^ each, were directed to be paid at once to the parties maintaining them, to save the expense of the above proceeding. So in How v. Ruxton, 1 1 Engl. L. & Eq. 223, legacies of lOl. given to two infants for mourning, were directed to be paid to the father, who had always maintained them, he undertaking to apply it for the purpose. ^ In general, the trustees or guardian can only apply the income of the infant's estate to his maintenance and support. Davis v. Harkness, 1 Gilm. 173; Prince V. Logan, Spear's Eq. 29; McDowall v. Caldwell, 2 McCord, Ch. 43; Davis v. Roberts, 1 Sm. & M. Ch. W3 ; Hester v. Wilkinson, 6 Hump. 219; Villard v. Chovin, 2 Strob. Eq. 40; Bybee v. Thorp, 4 B. Monr. 313; Carter v. RoUand, 11 Humph. 339;Cornwiset).Bourgum,2Geo. Dec. 15; Hargood i). Wells, iHill'sEq. 59. But in cases of necessity, payments out of the capital have been allowed 574 OP TRUSTEES FOR INFANTS. Wm. Grant, M. R., whetlier even the court upon petition could order the capital of an infant's fund to be broken in upon for mere mainte- nance, although it had frequently been done for the purpose of ad- vancement. However, such an order was made in the earlier case of Barlow v. Grant,(6) on the ground of the small amount of the fund. And Sir Thomas Plumer, M. E., for the same reason made a similar order on petition in Ex parte Green. (c) And Ex parte Chamber8,((i) which was decided by Lord Lyndhurst, C, is an authority to the same effect. (e) So that there appears to be no doubt as to the juris- diction of the court to make such an order merely for the mainte- nance of an infant upon a proper case being shown for its exercise. And where the object is the advancement of the infant, there are frequent instances, in which the court has directed the application of the capital of his fortune for that purpose.(/) Indeed, payments for such a purpose out of the capital have been allowed to trustees in pass- ing their accounts, though made of their own authority, and without the sanction of the court.{g) These, however, were earlier decisions, which scarcely admit of being reconciled with the later authorities. If trustees transgress the strict line of their duty by applying the capital of the fund or any part of it to the maintenance or advance- ment of the infant of their own authority, they will be decreed to pay the whole amount of the fund without any deduction to the infant or his assignee, upon his coming of age, notwithstanding they may have acted bonafide and for the infant's benefit : for such payments ought to be discouraged upon principles of general convenience.(/t) But the court will not in every case fix the trustees with interest or the costs of the suit although the decree be against them.(i) And there seems to be authority for stating that a payment out of the capital of an infant's fortune might be allowed to trustees ; though made by (b) I Vera. 255. [See Ex parte Hays, Franklin v. Green, 2 Vera. 137; In re 13 Jur. 762; 3 De G. & Sm. 405; Ex England, 1 R. & M. 499; Ex parte parte Allen, 14 Jur. 324; Matter of Best- Chambers, lb. 577. wick, 4 J. C. R. 100.] (g) Barlow v. Grant, 1 Vein. 255; (c) IJ. & W. 253. Franklin v. Green, 2 Vern. 137. (d) 1 R. & M. 577. (A) Davies v. Austen, 3 Bro. C. C. (e) And see Ex parte Knott, 1 R. & 178; Lee v. Brown, 4 Yes. 362; Wal- M. 499 ; Ex parte Swift, lb. 575 ; Evans keri). Wetherell, 6 Ves. 473. [See ante, V. Massey, 1 Y. & J. 196; Bridge v. note to page 395.] Brown, 2 N. C. C. 181. (i) Lee v. Brown, 4 Ves. 369; vide (/) Barlow v. Grant, 1 Vern. 255; post, Remedies for Breach of Trust. Ex parte Potts, 1 Ash. 340 ; Ex parte Bostwick, 4 J. C. R. 100 ; Long v. Noroom, 2 Ired.Eq. 354 ; see Haygood ,v. Wells, Hill's Eq. 79 ; Maupin v. Dulany, 5 Dana, 593. Where the expenditm-e is for the purpose of education or advancement, it will be more readily allowed. Maclin v. Smith, 2 Ired. Eq. 371 ; Carter v. Hol- land, 11 Humph. 339. See this subject ably discussed in the notes to Eyre«. Countess of Shaftesbury, 2 Lead. Cas. Eq. pt. ii. 267, &o. OF TRUSTEES FOR INFANTS. 575 them of their own authority ; if made for actual necessaries for the infant's use.(fc) It is almost unnecessary to remark, that where there is a discre- tionary power in the settlement for the trustees to make advancements to the children out of the capital, such an application of the trust fund may he properly made. But the terms and restrictions an- nexed to the power must be strictly observed ; and where the author of the trust intended that the power *should be exercised only p^QQ-i with the concurrence of the two trustees, an advancement made by one of them only was not allowed in passing the accounts, although that one had alone acted in the trust.(Z) Where the trust fund is given over for the benefit of another per- son in case of the death of the infant under twenty-one, no part of the capital can be applied for the infant's advancement even by the court, in the absence of an express power created by the trust instru- ment, still less can the trustees so apply the fund of their own au- thority.(?n) However, an advancement may be made in such cases, if the parties entitled in remainder being competent, appear and give their consent, (n) Trustees cannot safely apply even the income of an infant's fortune for his maintenance or benefit without the sanction of the court, un- less they are expressly authorized to do so by the trust instrument. (o)^ And even if the instrment contain a power or trust for maintenance, yet if the direction be general, without specifying how much is to be so applied, the uncertainty of amount will render an application to the court requisite for the security of the trustees. (p) And the court in such cases will fix the amount of maintenance with regard to the for- tune and circumstances of the infant. (g') These observations apply to those cases, where the property in question is held simply for the absolute benefit of the infant. Where, however, the infant does not take an absolute vested interest, or there are other parties contingently or otherwise entitled in remainder, or there is a direction for the accumulation of the income during the (4) See Davies v. Austen, 3 Bro. C. (o) 1 Rop.Legs. 768, 3d ed. ; 2 Wras. C- 178. Executors, 868. (I) Palmeri;. Wakefield, 3 Beav. 227. (p) i Rop. Legs. 768. (m) Lee v. Brown, 4 Ves. 362. [Van (g) 2 Rop. Legs. 241, and cases cited. Vechten^. VanVeghten, SPaige, 104.] [Owens d. Walker, 2 Strob. Eq. 289; (n) Evans v. Massey, 1 Y. & Jerv. 196. Ex parte Williams, 2 Coll. Ch. 740.] ' See Van Vechten v. Van Veghten, 8 Paige, 104, that the trustee may either apply it themselves, or pay it to guardian or parent. But the trustee must exer- cise a discretion, and is not to place the funds directly in the hands of a benefi- ciary who from his mental or moral condition is incapable of using it beneficially himself. Mason v. Jones, 2 Barb. S. C. 248 ; Gott v. Cook, 7 Paige, 538. 576 OF TRUSTEES FOR INFANTS. minority of the infant, the existence of such circumstances affords an additional reason why a trustee should refuse to apply the income or any part of it in maintenance except under the direction of the court.' However, where the gift has proceeded from the parent of the in- fant,' ov a person in loco parentis,{r) and the subject of the trust is a residuary personal estate, the court upon application has frequently directed an allowance for maintenance in the absence of any power in the will, although the infant had a contingent interest only in the property in question ;(s) and notwithstanding an express direction for accumulation. (<) And this has also been done even where the pro- perty is given over to the other children on the death of the infant under twenty-one, if the chance of survivorship be equal ;(m) although if that be not the case, maintenance will not be given without the con- sent of the parties entitled in remainder.(a;) r*4.fl1 T *But maintenance in such cases will only be given where the subject of the trust is a rmcZwari/persowaZ estate. For where the infant's interest in real estate,{y) or in a particular trust fund{z) is contingent, the intermediate income, until the happening of the contingency, will belong to the testator's heir, in the one case, and to his residuary legatee in the other. And it cannot be applied for the infant's benefit, unless that application is directed or sanctioned by the will. (a) (r) Archerly v. Vernon, 1 P. Wms. 3 Russ. 264, n. ; Stretch v. Watkins, 1 783; Rogers v. Southen, 2 Keen, 598. Mad. 253. [Corbin w. Wilson, 2 Ashm. [Corbin v. Wilson, 2 Ashm. 208.] 208; Newport^. Cook, Id. 342.] (s) Incledon «. Northcote, 3 Atk. 433, (u) Fairman v. Green, 10 Ves. 48; 438; Harvey v. Harvey, 2 P. Wms. 22 ; Ex parte Kebble, 11 Ves. 604; Turner Lambert v. Parker, Coop. 143; Brown v. Turner, 4 Sim. 434. [Newport v. V. Temperley, 3 Russ. 263: Mills v. Cook, 2 Ashm. 332; see Matter of Robarts, 1 Russ. & M. 555; Ex parte Ryder, 11 Paige, 125.] Chambers, 1 Russ. & M. 577; Boddy v. (a;) Erratt v. Barlow, 14 Ves. 202; Dawes, 1 Keen, 362 ; Fairman v. Green, Kime v. Welpitt, 3 Sim. 533 ; Turner v. lO.Ves. 45; but see Lomox v. Lomox, Turner, 4 Sim. 430; Cannings u. Flower, 11 Ves. 48. 7 Sim. 523. (/) Mole V. Mole, 1 Dick. 310; Green- {y) Green v. Ekins, 2 Atk. 476 ; Bul- well V. Greenwell, 5 Ves. 194; Caven- lock v. Stones, 2 Ves. 521. dish V. Mercer, lb. 195, n.; CoUis v. (z) Leake u. Robinson, 2 Mer. 384. Blackburn, 9 Ves. 470; Fairman v. (o) See Bullock v. Stones, 2 Ves. Greene, 10 Ves. 45 ; M'Dermotc. Kealy. 521. ' Now, however, in Pennsylvania, by the Act of April 18, 1853, notwithstand- ing any direction to accumulate rents, issues and profits for the benefit of any minor or minors, the court may on the application of their guardian, where there shall be no other means for maintenance and education, decree an adequate allowance for such purpose, making an equal distribution amongst those who have equal interests. A similar provision exists in New York, Rev. St. part II. Ch. 1, tit. 2, i 38; Id. tit. 4. { 5. OF TRUSTEES FOR INFANTS. 577 And the gift for the infant's benefit must proceed fromits parent, or a person who has placed himself in the place of a parent. And maintenance will be refused out of a contingent interest, or where the fund is given over, if the gift proceeds from a stranger, or even from a grandfather to his grandchild,(6) or where the infant is a natural child, if not recognised and adopted by the father.(c) Where an infant has an interest in two or more funds, but his in- terest in one of them is more certain and indefeasible than that in the other, it is the settled rule of the court to give the maintenance in such manner as is most for the infant's advantage. And with this view it will direct the income of that fund to be first applied, in which the infant has the least certain interest. For instance, if the infant be entitled to one fund absolutely, and to another fund con- tingently on reaching twenty-one, or on any other Contingency, the maintenance will be given first out of the income of the contingent fund where it can be done consistently with the rules of the court. Or, if he be entitled to one fund at twenty-five, and to another at twenty-one, the income of the first-mentioned fund will first be ap- plied for his maintenance, (ci)' If the infant be absolutely entitled to the fund, and no adverse question can arise for decision, the order for maintenance will be made on petition without suit.(e)^ But if the interest of other par- ties be implicated, the court will not act, except in a suit regularly instituted. (/) If the father of the infant be alive, and able to support his child, trustees will not be justified in applying the income of the infant's fortune for his maintenance, though a general power for maintenance be given them by the trust instrument. For the father is by law bound to support his children, and if their income were applied in exoneration of his legal liability to maintain them, it would, in efi'ect, (i) Errington«. Chapman, 12Ves. 20. Parte Salter, 3 Bro. C. C. 500; Ex parte [SeeCorbin'y.Wilson,2Ashraead,208.] Mountfort, 15Ves. 445; Ex parte Star- But see Greenwell v. Greenwell, 5 Ves. kie, 3 Sim. 339 ; Ex parte Chambers, 1 194. R.&M. 577; Ex parte Green, 1 J. & (c) Lowndes D.Lowndes, 15Ves.301. W. 253 ; Ex parte Myerscoiigh, lb. 151. (rf) Rawlins t). Goldfrap, 5 Ves. 440; [SeeExparteHays, 13 Jur.762; 3DeG. Foljambe v. Willoughby, 2 S. & St. 165; & Sm. 4a5 ; Matter of Bostwiok, 4 J. C. see re Ash}ey, 1 E. & M. 371 ; but see R. 105; Rice v. Tonnele, 4 Sandf. Ch. Wynch v. Wynch, 1 Cox, 433. 571.] (e) Ex parte Whitfield, 3 Atk. 315; (/) Fairman v. Green, 10 Ves. 45. Ex parte Kent, 3 Bro. C. C. 88; Ex ■ See Methold v. Turner, 3 Eng. L. & Eq. 168. ' In Crop V. Brown, 7 Eng. L. & Eq. 58, an order for maintenance was made on the appointment of a guardian, without petition. 37 578 OF TRUSTEES FOR INFANTS. amount to a gift to the father of so much as is necessary for their maintenance. (^)^ Therefore, wherever it is intended that the power of maintenance should be exercisable in the lifetime of the father, and without re- ference to his capability of supporting his children, this should be expressly stated by the power.(A) However, this doctrine will not be r*4021 ^PP^''^'^ *° **■ *positive trust for the application of the children's income for their maintenance, where the trust is created by the marriage settlement of the parents. For this will be treated as a benefit, of which the father became the purchaser on his marriage ; in such cases, therefore, the father will be entitled to have the in- come arising from his children's fortune applied according to the trust for their maintenance, without regard to his own ability.(i) However, if the settlement contain no positive trust, but only a dis- cretionary power for the trustees to apply the children's income for their maintenance, the father cannot compel the trustees to exercise this power in exoneration of his own liability.(A) Where the interest of the children's fund is expressly given to the father for their maintenance, the application of the general doctrine is excluded by the terms of the trust ; and in that case the income will be properly paid to the father by the trustees for the purpose expressed ; such a gift is, in fact, one pro tanto for the benefit of the father.(0' {g) Andrews v. Partington. 3 Bro. C. C. 223 ; Meacher v. Young, 2 M. & K. C. 60^ S. C, 2 Cox, 223 ; Thompson v. 490; Stocken v. Stoeken, 4 Sim. 152; 4 Griffin, Cr. & Phill. 317 ; but see Hoste M. & Cr. 95. V. Pratt, 3 Ves. 730. (Jc) Thompson v. Griffin, Cr. & Ph. (A) See Stephens v. Lawry, 2 N. C. 322. C. 87. (/) Brown v. Casamajor, 4 Ves. 498 ; (i) Mundy v. Lord Howe, 4 Bro. C. Hammond v. Neame, 1 Swanst. 35. • Cruger v. Hey ward, 2 Desaus. 94; Matter of Kane, 2 Barb. Ch. 375; Bethea V. McCoU. 5 Alab. 312; Sparhawk v. Buell, 9 Verm. 41; Walker v. Crowder, 2 Ired. Eq. 478 ; Chaplin v. Moore, 7 Monr. 173 ; Dupont v. Johnson, 1 Bail. £q. 279. This does not apply, it would seem, to a step-father; Gay i). Ballou, 4 Wend. 403 ; Freto v. Brown, 4 Mass. 675; but in Booth v. Sineath, 2 Strob. Eq. 31, an allowance for maintenance and education of his ward, was refused to a step- father, though she had lived with him, it appearing that he had expended nothing therein. 2 Where the interest of legacies given to the parent, or the rents and proceeds of shares of minor children are directed to be paid to the parent ''for" or "to- wards" their respective maintenance and education; though with a directioa that, in case of death under twenty-one, the share of each, with accumulations, if any, shall go over to the survivors; the parent, having maintained the children, is entitled to the proceeds without an account. Brown v. PauU, 1 Eng. L. & Eq. 130, 15 Jur. 5; Hadow v. Hadow, 9 Sim. 438 ; RainsfordiJ. Rainsford, Rice's Eq 343. But where a life estate was given to parents under a marriage settlement for the maintenance of their children, and they became bankrupt, on petition, the court directed the whole of the income of the trust estate to be applied to the maintenance and support of children. Dalton's Settlement. 10 Eng. L. & Eq. 97. OF TRUSTEES FOR INFANTS. 579 It seems, that the doctrine in question does not apply to the mother of the infants, for the mother is under no legal obligation to main- tain the children ; therefore, if the father be dead, or be unable to support the children, their income will be properly applicable for that purpose, although the mother be living and has a competent separate estate.* However, the point is not altogether free from doubt.(m) Upon an application for an allowance for maintenance out of chil- dren's fortunes in the father's lifetime, the court usually, in the first place, refers it to the Master to ascertain the father's ability.(M) And in determining that question, the circumstances of the parties must, of course, be taken into consideration.(o) However, the order for maintenance has occasionally been made at once without any re- ference, in consideration of the poverty of the parties.(p) Where the father is unable to maintain the children, an order may be made for pay- ment of the children's income to him, though he be resident abroad.(9)^ A trustee, who makes payments out of the income of the infants' property for their maintenance upon his own responsibility, will be liable to have such payments disallowed, if the court should be of opinion that they were improperly made.(r) If, however, the cir- cumstances are such that the court, upon application, would have di- rected a similar payment, the act of the trustee will be supported, although made without authority, and he will not be called upon to account, and undo what had been done, merely because it was done without application, (s) (m) Billingsby v. Critchett, 1 Bro. C. (r) Andrews v. Partington, 3 Bro.C. C.268; Haley u. Bannister, 4 Mad. 275, C.60; Gotham ti. West, 1 Beav. 381; 280; but see Smee v. Martin, Bunb. Bridge v. Brown, 2 N. C. C. 187. j31_ (s) Lee v. Brown, 4 Ves. 369 ; see (n) Hughes v. Hughes, 1 Bro. C. C. Barlow v. Grant, 1 Vern. 255; Franklin 386. [LucknowtJ.Brown, 12 Jur. 1017.] v. Green, 2 Vern. 137; 1 Rop. Legs. (o) Jervoise v. Silk, Coop. 52. 768 ; 2 Wms. Executors, 869 ; Sisson v. Ip) Payne v. Low, 1 R. & M. 223. Shaw, 9 Ves. 288 ; Maberly v. Turton, (9) De Weever I). Rochfort, 6 Beav. 14, Ves. 499; Ex parte Darlington, 1 391,and cases cited. [See Carmichael Ball & B. 241. V. Hughes, 6 Eng. L. & Eq. 71.] ' Heyward v. Cuthbert, 4 Desaus. 445; Matter of Bostwick, 4 J. C. R. 100 ; Whipple V. Dow, 2 Mass. 415 ; Dawes v. Howard, 4 Mass. 97 ; Douglass v. An- drews, 12 Beav. 310, 14 Jur. 73; Bruin i). Knott, 1 Phill. 573, accord. " Where the father is unable to support his child, the trustees are authorized to apply the income without e.xpress power. Rice v. Tonnele, 4 Sandf. Ch. 57 1 ; Bethea v. McColl, 5 Alab. 312; Corbin v. Wilson, 2 Ash. 178; Newport 1;. Cook, Id. 337; Matter of Burke, 4 Sandf. Ch. 617. In some cases, allowances to the father for past maintenance have been made. Corbin v. Wilson ; Newport v. Cook; Carmichael v. Hughes, 6 Eng. L. & Eq. 71. So of the mother. Matter of Bostwick, 4 J. C. R. 100; Bruin v. Knott, 1 Phill. 573. But, in England, it is considered, that the father cannot have past maintenance, except there are spe- cial circumstances; Reeves v. Brymer, 6 Ves. 454; and Sherwood v. Smith, Id. 454, were doubted Lord Cranworth in Carmichael v. Hughes, ut supr. 580 OF TRUSTEES FOE INFANTS. Where the annual amount to be paid for the infant's maintenance is fixed by the trust instrument, that amount cannot be exceeded by r*40S1 *^® *trustees,(f) unless they are invested wjth a power for that purpose, (m) But if the infant be absolutely entitled to the fund, and the circumstances of the case require it, as where the prescribed amount is insufficient, the court, on a proper application will increase the allowance, (a;) And this, though the infant's in- terest is contingent, and there is an express direction for accuraula- tion.(y) A power for the maintenance of a daughter until twenty-one, is not determined by her marriage during her infancy.(2) Where there was a devise of lands to trustees to apply the rents, &c., for the "maintenance, education and bringing up" of the chil- dren of A. during A.'s life, the interest of the children is not con- fined to their minority, but continues during A.'s life.(a) However, it would be otherwise, if the trust were merely for the maintenance, &c., of the children, without limiting the period during which the payment was to continue ; for in that case it would be held to have reference only to their minority. (6) An infant will be entitled to the same remedies against the trustee for a breach of trust, as if he were of full age. Therefore, where a trustee employs the infant's money in his own business, the infant will have the option of taking the profits made, or the interest :(c) or in case of an investment on any improper security, the trustee will be liable to make good to the infant any loss which may ensue -.[d) and so in case of any other neglect or violation of duty on the part of the trustee. It appears to have been considered at one time that, as between infants and third parties, the infant should not be prejudiced by the laches of his trustee. For instance, where a stranger had entered upon an infant's trust estate, and levied a fine, and the trustees suf- fered five years to pass without claim, and the right of bringing an ejectment was thus barred at law; on a bill filed by the infant on coming of age against the disseisor, the court decreed the possession and an account of profits, declaring that the fine and non-claim should not run upon the trust in the infant's minority, nor he suffer for the {t) See Hearle v. Greenbank, 2 Atk. (i/) Aynsworth v. Pratchett, 13 Ves. 697,716; Long i). Long, 3 Ves. 286, n. 321; Stretch v. Walkins, 1 Mad. 253; (u) See Rawlins v. Goldfrap, 5 Ves. Josselyn v. Josselyn, 9 Sim. 63. 440. (z) Chambers v. Goldwin, 11 Ves. 1. {x) Aynsworth v. Pratchett, 13 Ves. (a) Badham v. Mee, 1 R. & M. 631. 321 ; Allen v. Coster, 1 Beav. 202 ; Jos- (6) 1 R. & M. 632. selyn v. Josselyn, 9 Sim. 63 ; Stretch v. (c) Anon. 2 Ves. 630. Walkins, 1 Mad. 253. [Newport v. \d) Homes v. Bring, 2 Cox, 1 ; Terry Cook, 2 Ashm. 373 ; Corbin v. Wilson, v. Terry, Free. Ch. 273. Id. 178.] OF TRUSTEES FOE INFANTS. 581 laches of his trustee.(e) This, however, is now no longer law, and there can he little question but that the acts of the trustee would now bind the infant cestui que trust's rights against any third party claiming bona fide ; although this of course would be without preju- dice to the infant's remedy against his trustee on coming of age.^ Thus in Wych v. East India Company,(/) it was held by Lord Talbot, that an infant was bound by the neglect of his trustee to sue for a debt within the time fixed by the Statute of Limitations, and that he had no equity to sue the debtor when he came of age. And in Earl of Huntingdon v. Countess of Huntingdon, (^) Lord Parker was of opinion, that a fine and five years' non-claim, should, in favor of a purchaser, bar *the cestui que trust, though an infant ; rj), ^ q^-i an opinion, which, it will be observed, is in direct contradic- ^ tion of the decision in Allen v. Sayer.(A) Trustees for infants, as well as other trustees, are entitled to be paid all reasonable expenses incurred in the conduct of the trust, without any order of the court for that purpose ;(i) although they cannot claim any compensation for personal trouble or loss of time.(fc) Trustees for infants will not be liable for any accidental loss of the trust property, which happens through no default of theirs ; for they are bound but to keep it as their own. Thus where a trustee for an infant plaintifi" was robbed of iOl. in money, which he had received for the infant, and also at fhe same time of a larger sum of his own, the iOl. was allowed to him in his accounts upon his own affidavit. (Z) A trustee of an infant's real estate, who is invested with general powers of superintendence and management, will be allowed all ex- penses of repairs and other improvements of the property.(m) And this though the payments be made out of the surplus rents which are directed to be accumulated :(n) and although the allowance be op- posed by the first tenant in tail in esse.{o) But there might be a serious question, whether such payments could be allowed to a trus- tee, who is not invested with any authority, either general or special, for so applying the fund.(p) Every carefully drawn trust instrument contains an express di- rection to accumulate the income of the infant's trust fund, which may not be required for maintenance. But in the absence of such a (e) Allen v. Sayer, 2 Vern. 368. (I) Motley v. Morley, 2 Ch. Ca. 2. (/) 3 P. Wms. 309. (m) Bowes v. Earl of Strathmore, 8 (g-) 3 P. Wms. 310, n. Jur. 92. (A) Vide supra, p. 253. (n) Ibid. (i) Brocksopp v. Barnes, 5 Mad. 90 ; (o) Ibid, see Fearns v. Young, 10 Ves. 184. (p) Vide post, Div. IL, Ch. V. p. 570, (A;) Brocksopp w. Barnes, 5 Mad. 90; [ante, note to page 395.] re Ormsby, 1 Ball & B. 189. » Williams v. Otey, 8 Humph. 563 ; Smilie v. BifHe, 2 Barr, 52. 582 OP TRUSTEES FOE MARRIED WOMEN. positive direction, it will be equally the duty of the trustees to make this accumulation. And where the subject of the trust is a residue of a testator's personal estate, the intermediate income, until the period of payment, must be accumulated for the infant's benefit, although the infant has only a contingent interest in the fund in the event of his attaining twenty-one. As where the trust is for a child, if or when it should reach twenty-one.(g') But this rule will not be extended to a particular contingent interest, such as a specified sum of money. But the intermediate income will in that case fall into and make part of the residue. (r) Nor will the rule apply to the income of real estate, which will belong to the testator's heir-at-law, until the happening of the contingency, on which the infant becomes entitled ;(s) unless indeed there is a direction for the application of the intermediate income for the infant's benefit.(i) Where an infant takes an immediate vested interest in the subject of the trust, and the period of payment only is postponed, with a direction for accumulation until that time arrives, the infant will be absolutely entitled to the fund upon reaching twenty-one, and the trust for accumulation will then cease ; although the testator has fixed any later period — as, for instance, *the age of twenty- L -* five, for the time of payment, and has directed the income to be accumulated until that time.(M) It has been already stated, that trustee's will be liable to be charged with compound interest, where they misapply the trust fund in con- travention of an express trust to accumulate.(a:) VIII. — OF TRUSTEES FOR MARRIED WOMEN. 1st. Of Real Estate held in Trust for a Married Woman [405]. — 2d, As to Peesokal Estate held in Trust for a Married Woman [407]. ' 1st, Of Seal Estate held in Trust for a Married Woman. At law, husbands take a qualified interest in the real estate of their wives, and wives have also a qualified power of disposing of their real property, notwithstanding the ordinary disability of cover- ture. Equity has adopted the same rules with regard to the equi- table interests of married women in real estate ; and the husband (g) Green v. Ekins, 2 Atk. 473 ; Stud- holme u. Hodgson, 3 P. Wms. 299 ; see holme V. Hodgson, 3 P. Wms. 299; 305. Trevanion v. Vivian, 2 Ves. 430 ; Bui- («) Bullock v. Stones, 2 Ves. 521. lock V. Stone, Id. 521. [See Ware v. («) Saunders ti.Vautier, 4 Beav. 115; • McCandlish, 1 1 Leigh, 595.] S. C. Cr. & Ph. 240. (r) Leake v. Robinson, 2 Mer. 384. {x) Ante, PI. V. [Of Investment, p. (s) Green v. Ekins, 2 Atk. 476: Bui- 374, and note] ; vide post [Remedies look V. Stones, 2 Ves. 521; see Stud- for Breach of Trust, p. 523.] OF TRUSTEES FOK MAREIEB WOMEN. 583 will take the same amount of interest, and the wife the same power of disposition, as in the case of legal interests. Thus a husband, having had inheritable issue by his wife, will take an estate by curtesy in her equitable estates of inheritance ;(«/)* and the act of marriage gives him an estate for the joint lives of himself and his wife in all the freehold estate, whether legal or equitable, to which she is entitled, or may become entitled, during the coverture, provided his interest be not bound by any settlement.(3) Therefore, as incident to this estate, he or the parties claiming by conveyance from him, will be entitled to receive the rents and profits during its continu- ance without making any previous settlement on the wife : and the wife in general has no equity for a provision out of her equitable inte- rest in real estate, not consisting of terms for years, although, as we shall presently see, that equity will attach on such parts of her personalty, as can be reached only through the medium of a court of equity.(af {y) Watts V. Ball, 1 P. Wras. 108; (z) 1 Rop. Husb. &Wife,3. [2 Kent's Casborne v. Scarfe, 1 Atk. 603 ; Morgan Comm. 134.] V. Morgan, 5 Mad. 408. And it is im- (a) Fitzer v. Fitzer, ? Atk. 514 ; Lup- material that the wife takes an estate ton v. Tempest, 2 Vera. 626. for her separate use for life, Ibid. ' 4 Kent's Comm. 30; Cochran v. O'Hern, 4 W. & S. 95; Robinson v. Codraan, 1 Sumner, 121 ; Shoemaker v. Walker, 2 S. & R. 554; Norman v. Cunningham, 5Gratt. 67; Mullany ■«. Mullany, 3 Green, Ch. 16; Norton v. Norton, 2 Sandf. Sup. Ct. 298; Davis v. Mason, 1 Pet. S. C. 508. So, though the vrife takes an estate for her separate use during her life. Cochran v. O'Hern, 4 W. & S. 95 ; Payne D. Payne, 11 B. Monr. 139; Mullanyw. Mullany, SGreen, Ch. 26;Rochon V. Lecatt, 2 Stew. Alab. 429. But where, in addition to the separate use, there is a distinct expression of intention to exclude the husband in the trust, it is other- wise. McChord's trustees V. Booker, 6 Dana, 260; Cochran v. O'Hern, 4 W.& S. 95; Rigler v. Cloud, 14 Penn. St. R. 361 ; Stokes v. McKibbin, 13 Id. 267. See the remarks of Gibson, C. J., in this latter case. In Mullany v. MuUany, 2 Green, Ch. 16, however, a different doctrine was held, though that was a case where thpre was a direct devise of the legal estate to the wife. The statutory provisions, in various States, by which the property of married women has been removed from the control of their husband, have, however, very materially al- tered the law on this and many of the other doctrines contained in the following pages. ^ This distinction seems now overruled in England, and the wife's equity to a settlement sustained, as well against real as personal estate. Sturgis v. Champ- neys, 5 Myl. & Cr. 97. In that case, the assignee of an insolvent' debtor, whose wife was entitled to a life interest in real estate, was obliged, on account of the legal estate being in a mortgagee, to come into equity to enforce his title to the rents, and it was held by the Lord Chancellor, that he was bound to make a set- tlement on the wife. This case was followed reluctantly by V. Ch. Wigram in Hanson v. Keating, 4 Hare, 1 ; but was highly approved by Sir Knight Bruce, V. Ch., in Newenham v. Pemberton, 11 Jur. 1071; 1 De G. & Sm. 644, where the interest of a wife, tenant in tail in possession, but with a jointure term outstand- ing, was held to be so far equitable as to entitle the wife to a settlement; see also Freeman v. Fairlee, 1 1 Jur. 447. Where, however, a husband and wife mort- 584 OF TRUSTEES FOR MARRIED WOMEN. However, the assignees of a bankrupt husband do not stand in so favorable a situation in this respect as a particular assignee from him ; for it has been decided, that as against the assignees in bank- ruptcy, the wife's equity for a provision attaches upon all her equi- table estate, whether real or personal. (S) A fine, levied by a husband and wife of her trust real estate, will bind the wife's interest, though she afterwards dissent from the act (unless, indeed, a case of fraud be established), and the trustees will be compelled to convey to the party taking under the fine.(c) And now by the Fines and Recoveries Act (3 & 4 Will. IV. c. 74, s. 77), a disposition by a married woman of her equitable interest in real estate, when acknowledged by her according to the provisions of the statute, will have the same effect as a fine under the old law.^ *It was at one time settled, that a husband might dispose L -I of the trust of a term of years belonging to his wife to the same extent as if she had the legal estate ; and equity would compel the Irustees to assign to the assignee of the husband, although it was (6) Burden v. Dean, 2 Ves. jun. 607; (c) Penne v. Peacock, Forr. 41. Oswell V. Probeit, Id. 680 ; Freeman u. Parsley, 3 Ves. 421 ; [post, 410.] gaged the freehold estates of the wife in trust, and the husband subsequently took the benefit of the Insolvent Act, his assignees were held entitled to recover the amount beyond what was due to the mortgagee without any settlement; Sturgis v. Charaptleys not applying to the case. Clark v. Cook, 3 De G. & Sm. 333. In the United States, the equity of the wife has been, in general, spoken of as referring to personal property. In Haviland v. Myers, 6 J. C. R. 25, 136, how- ever, it was held to apply equally to real and personal estate ; and this was ap- proved in Rees v. Waters, 9 Watts, 90; Rorer v. O'Brien, 10 Barr, 212, and seems implied from Thomas v. Sheppard, 2 McCord's Eq. 36. But in Van Duzer V. Van Duzer, 6 Paige, 368; and Wickes v. Clarke, 8 Id. 172, the distinction ap- pears to be asserted, so far, at least, as to deny the wife any equity against the husband's life estate in her land. In the latter case, indeed, where an insolvent husband had made a settlement of his wife's real and personal estate in trust for her, and her children, the Chancellor, on a bill, by creditors, to set aside the settlement, upheld it, as regards the personalty, as being only such as the court would have made ; but set it aside so far as regarded the husband's curtesy, without any pro- vision for her. In Hill v. Hill, 1 Strob. Eq. 2, it was held, that where the pro- ceeds of a married woman's real estate remained in court, the equity to a settle- ment attached. See also the remarks in Carleton ■«. Banks, 7 Alab.35; and Story on Equity, ^ 1409, &c. ' This statute has not narrowed the previous rights of married women. They may bar, or convey in all cases in which they could bar or convey, before the Act. But a deed, duly acknowledged and recorded under that act, will not pass a married woman's interest in a fund to be raised out of real estate on the death of a tenant for life. Hobby v. Allen, 15 Jur. 835; 3 Engl. L. & Eq. 166. For the mode of conveyance by deed, separately acknowledged, in use in the United States, see 2 Kent's Comment. 115, &c. ; 1 Greenl. Cruise. 171. OF TRUSTEES FOR MARRIED WOMEN. 685 objected that he had made no settlement or provision for his v/ife.{d) And the rule was the same, though the wife had but a contingent reversionary interest in the trust term.(e) However, this rule is now altered, and it has been settled, by recent decisions, that the wife's equity for a settlement attaches on her chattels real as well as on her other personal estate. (/) Where a judgment is given to a trustee for a woman, who marries, and enters into possession of the land extended upon the judgment, the husband may alone make a valid assignment of the extended interest.(^) But in equity, the right of the husband to his wife's real estate, whether legal or equitable, may be efifectually excluded by a limita- tion to her separate use : and according to the terms of the limitation, this exclusion may either extend to the whole of the husband's inte- rest, whether in the lifetime of the wife, or after her death ;(A) or it may be confined to the life of the wife, in which last case he may, not- withstanding, be entitled to an estate by curtesy after her death. (i) However, the intention to exclude the husband must appear dis- tinctly from the terms of the limitation, and a simple gift or settlement upon her, or trustees for her, will not have that eflFect. (7c) The suffi- ciency of particular expressions to create such a separate interest in the wife will be discussed presently in treating of the wife's personal estate. (Z) Keal estate, limited to separate use of a married woman, is more usually and properly secured to her by vesting it in trustees. This, however, is not absolutely necessary ; and if there be a clear trust for the separate use of a feme, although the property be given to her directly without the interposition of trustees, and the husband thus becomes entitled at law, equity will consider his conscience affected by the direction, and will treat him as a trustee for his wife.(my And (d) Sir Ed. Tamer's Case, 1 Vera. 7 ; (g-) Lord Carteret v. Wyndham, 3 P. Phtv. Hunt, Id. 18; Tudor i). Samyre, Wms. 200. 2 Vera. 207; Parkert). Wyndham,Prec. (h) Bennet ti. Davis, 2 P. Wmp. 316; Ch. 419; Sanders v. Page, 3 Ch. Rep. ante. 405 n. 223; Bates w. Dandy, 2 Atk. 208; Jew- (ij Roberts v. Dixwell, 1 Alk. 606; son V. Moulson, Id. 421; Lord Carteret Morgan v. Morgan, 5 Mad. 408, over- V. Wyndham, 3 P. Wms. 200 ; Macau- ruling Hearle v. Greenbank, 3 Atk. 715. ley V. Phillips, 4 Ves. Jr. 19. (4) Lamb v. Millies, 5 Ves. 517 ; Tyler (e) Donue I). Hart, 2 R. & M. 360. u. Lake, 4 Sim. 144; S.C.2R.&M. 183. (/) Sturgis V. Champn'eys, 5 M. & Cr. {I) Post, p. 420, and note. 97; Hanson v. Keating, 14 Law Journ. (m) Bennet v. Davis, 2 P. Wms. 316; N. S. Chanc. 14; [4 Hare, 1; Carleton Lee v. Prieaux, 3 Bro. C. C. 383; Par- ti. Banks, 7 Alab. 35 ; Story, Eq. Jur. § ker o. Brooke, 9 Ves. 583 ; Rich v. 1410. Where, however, the husband Cockell, Id. 375; Darley v. Darley, 3 mortgages the legal interest in the term, Atk. 399; Baggett v. Meux, 13 Law on foreclosure, the wife has no equity; Journ. N. S. Chanc. 228. [1 Phillips, Hill V. Edmonds, 16 Jurist, 1133.] Vide 627.] post, p. 410. ' Shirley v. Shirley, 9 Paige, 364 ; Jamison v. Brady, 6 S. & R. 466 ; Trenton 586 OF TRUSTEES FOR MARRIED WOMEN. it is no objection to a trust for the wife's separate use, that the hus- band is himself appointed one of the trustees for her.(?i) However it may be remarked that in the first case that occurred on this sub- ject, Lord Cowper expressed some doubt, -whether a devise of real estate directly to a feme coverte for her separate use would raise an equity against the husband to deprive him of his legal right to the enjoyment of the property.(o) The husband himself may, by a clear _. . .„ act or *declaration constitute himself a trustee for his wife's •- J separate use,(p) and it is also unquestionably competent for him to make a valid gift of property to trustees for the same purpose.(o) However, itis undoubtedly the more proper, as well as the more usual course, to vest the property in trustees, instead of making a direct gift to the wife herself. And where there is a limitation to trustees to the separate use of a married woman, the courts will strive to adopt the construction which is most for her advantage, by hold- ing it a trust vesting the legal estate in them, and not a use executed by the statute in her.(r) Where the legal estate is vested in trustees for a married woman for life, with limitations over in remainder after her death, the trust for the benefit of the wife constitutes an additional reason why the trustees should retain the possession and management of the estate, rather than deliver it over unprotected to the control of the hus- band.(s) The powers and duties of trustees with regard to the management and disposition of real estate, held in trust for a married woman, will be considered more conveniently in discussing their powers and duties as to her personal estate. (n) Kensington v. Dollond, 2 M. & K. (5) Ibid. [See Rigler v. Cloud, 14 184. Penn. St. R. 361.] (0) Harvey v. Harvey, 1 P. Wms. (r) Harton v. Harton, 7 T. E. 652 ; 125; S. C. 2 Vern. 659 ; and see Bur- see Nevill v. Saunders, 1 Vern. 415; ton V. Pierpont, 2 P. Wms. 79. Bush v. Allen, 5 Mod. .63 ; Oswell v. (p) Maclean v. Longlands, 5Ves. 71; Probert, 2 Ves. jun. 680; Hawkins v. Walter v. Hodge, 2 Sw. 104. [Sledge's Luscombe, 2 Sw. 391 ; vide supra, Pt. Adm'rs. v. Clopton, 6 Alab. 599 ; Shep- H. Ch. I. pard V. Sheppard, 7 J. C. R. 57.] (s) Tidd v. Lister, 5 Mad. 432, 3; ante, Pt. H. Ch. HI. Banking Co. v. Woodruff, 1 Green, Ch. 118 ; Steel v. Steel, 1 Ired. Eq. 452; Boy- kin V. Ciples, 2 Hill's Eq. 200 ; Hamilton v. Bishop, 8 Yerg. 33 ; Franklin v. Crayon, 1 Harp. Eq. 243; McKennan v. Phillips, 6 Wharton, 571; Porter v. Bank of Rutland, 14 Verm. 410 ; notes to Hulme v. Tenant, 1 Lead Cas. Eq., 1st Am. Ed. 378 ; 2 Kent's Comm. 152. See Blanchard v. Blood, 2 Barb. S. C. 352. A husband, who has charge of his wife's separate estate, comes within the or- dinary rule which prevents a trustee from obtaining any advantage from his management of the trust property, and he, therefore, cannot traffic therewith, buy in incumbrances, or the like, e.xeept for her benefit. Methodist Church v. Jaques, 3 J. C. R. 77; Dickinson «. Codwise, 1 Sandf. Ch. R. 214. OF TRUSTEES FOR MARRIED WOMEN. 587 2d. As to Personal Estate held in Trust for a Married Woman. The act of marriage operates at law as an absolute gift to the hus- band of all chattels personal belonging to the wife : and also of her chattels real and choses in action, if reduced into possession in his lifetime :(t) and where he can recover the possession of the property at law, equity will not in general control him in the exercise of his legal rights, (m) And if the husband have once acquired actual pos- session of the personal property to which his wife was entitled in equity, the court will not afterwards undo what has been done, or compel the husband to refund any part of the property, or to make a settlement out of it in favor of his wife. (a;) Therefore, if a sum of stock or money be vested in trustees for a married woman, or a bond or other debt be assigned to her, the trus- tees, or the obligee, or debtor, may safely pay or transfer the fund to the husband alone, if no suit has been instituted for the adminis- tration of the trust. And such a payment or transfer cannot after- wards be questioned by the wife, though she survive her,husband.(?/) But it has long been an established doctrine of equity, that where a husband is obliged to come to the court to obtain possession of the personal property of his wife, he will not in general receive the as- sistance of the court for that purpose, except on the terms of ^^ . „„., making an adequate *provision for her,(zy and for this purpose ^ J (0 Co. Litt. 300; 1 Rop. Husb. & u. Whorwood, 1 Ves. 539; 1 Rop. Husb. Wife, 166, 201 ; Laiigham v. Nenny, 3 & Wife, 271, 2. Ves. 469. [4 Kent's Comm. 1341, 43; see (x) 1 Rop. Husb. & Wife, 270. Murphy v. Grice, 2 Dev. & Batt. Eq. (j/) Murray v. Lord Elibank, 10 Ves. 199.] 90; Glaister v. Hewer, 8 Ves. 206. (u) Burden u. Dean, 2Ves. Junr. 608, (z) Langham v. Nenny, 3 Ves. 469; 9; Oswell v. Probert, Id. 682; Murray Franco v. Franco, 4Ves. 515; Blountu. V. Lord Elibank, 10 Ves. 90 ; Au.-Gen. Bestland, 5 Ves. 515; Elibank v. Monto- lieu, Id. 737. ' Carters. Carter, 14 Sm. & M. 59; Carleton v. Banks, 7 Alab. 34; Van Duzer V. Van Duzer, 6 Paige, 368 ; Rees v. Waters, 9 Watts, 90 : Thomas v. Sheppard, 2 McCord's Ch. 36; Whitesides v. Dorris, 7 Dana, 107. But where a fund arising from a decedent's estate is in court, a payment by a commissioner or master to the husband of one of the distributees of his wife's share, is wrongful, and will not defeat her equity. Wardlaw v. Gray's Heirs, 2 Hill's Ch. 651. So of a payment by the trustee or executor in whose hands the property is, pending a litigation for the purpose of obtaining a settlement. Crook v. Turpin, 10 B. Monr. 243. And where a husband has actually reduced his wife's property to posses- sion, but suffered it, under an invalid deed of separation, to go into the hands of a third person, to be kept for her, and then afterwards instituted a suit to recover it, it was held that her equity attached. Carter w. Carter, 14 Sm. & M. 59. So in general where the husband obtains possession of the property by fraud. 2 Spence, Eq. Jur. 488, citing Colmer v. Colmer, 2 Atk. 98; Moseley, 113; Watkyns ij. Watkyns, 2 Atk. 96. 'The equity of a wife to a settlement out of her personal property (as to real 588 OP TRUSTEES FOR MARRIED WOMEN. it is immaterial that she is separated from her husband. (aV And the same equity will be enforced agajnst all persons claiming under the husband — whether assignees claiming by operation of law on his bankruptey,(5) or taking under some particular disposition or assign- ment, either made voluntarily, (c) or for valuable consideration :((i) although the doctrine of the court appears at one time to have been somewhat unsettled as to the effect of an assignment for valuable consideration. (e) The trustees may therefore refuse to make over the wife's fund to the husband, until he has made some settlement upon her ; for by insisting on such a condition, they would be doing only what the (a) Eedes v. Eedes, 10 Law Journ. v. Jolinson, 1 J. & W. 487; Jewson v. N. S. Chanc. 199; [11 Sim. 569.] Moulson, 2 Atk. 420. (6) Oswell V. Probert, 2 Ves. jun. (d) Earl of Salisbury v. Newton, 1 680; Mitford v. Mitford, 9 Yes. 87; Ed. 370; Like u. Beresford, 3 Ves. 506; Wright V. Morley, 11 Ves. 101. [Dunk- Macauley w. Phillipps, 4 Ves. 19; Pryor ley B. Dunkley, 13 Engl. L. & Eq. 318; v. Hill, 4 Bro. C. C. 139; Johnson v. Napier v. Napier, 1 Dr. & Warr. 410; Johnson, 1 J. & W. 476, 7. [This is Mumford v. Murray, 1 Paige, 620 ; Shaw clear in the United States ; Kenny v. V. Mitchell, Davies,'216; Crook's Ex'rs. Udall, 5 J. C. R. 464; 3 Cowen, 591, and ■u. Turpin, 10 B. Monr. 244; see notes see the cases collected in ihe note to to Murray v. Lord Elibank, ut supra.] Murray v. Lord Elibank, ut supra, 352.] (c) Burnet u. Kynaston, 2 Vern. 401 ; (c) See Worrall v. Marlar, and Mitford ?;. Mitford, 9 Ves. 99; Johnson Bushnan v. Pell, 1 P. Wms. 459, n.; et vide post. estate, see ante, 405), is recognised in most of the United States; as New York, Maryland, South Carolina, Georgia, Kentucky, Maine, Vermont, Tennessee, Ala- bama (see cases collected in the note of Mr. Wallace to Murray d. Lord Elibank, 1 Lead. Cas. Eq. 348, 1st Am. Ed.), Mississippi, Carter v. Carter, 14 Sm. & M. 59; New Jersey, Stevenson v. Brown, 3 Green's Ch. 503; Pennsylvania (though formerly thought not to exist, for want of a Court of Chancery, Yohe v. Barnelt, 1 Binn. 358) ; Eees v. Waters, 9 Watts, 90; Rorer v. O'Brien, 10 Barr, 262; Tyson's App., 10 Barr, 224; the mode there being in the common law courts, to impose terms on the recovery by the husband or his assignee; Ibid, (and see as to share of wife on proceedings in partition, Act of 1832, ^ iS , of 1847, § 1 ; Dunlop, 483, 982 ; where security is to be given ; though this does not apply to legacies ; Lowman's Appeal, 3 W. & S. 350); Massachusetts, as far as the equity powers of the court will admit, Davis v. Newton, 6 Metcalf, 537; Gassett v. Grout, 4 Id. 486; and Virginia, see notes to Murray v. Lord Elibank, ut supra. In New Hampshire and North Carolina, this equity is not recognised. Parsons v. Parsons, 9 N. H. 309; Bryan v. Bryan, 1 Dev. Eq. 47; Lassiter v. Dawson, 2 Id. 383, reconsidered and affirmed in Allen v. Allen, 6 Ired, Eq. 293. Upon this subject of the origin and extent of the wife's equity generally, see notes to Murray v. Lord Elibank, ut supra; Story's Eq. ^ 1403. It is to be remembered, that in those States where there is a "Married Woman's Act," the husband not being in general entitled to any interest in, or control over, his wife's estate, her equity to a settlement is no longer of importance. ■ Greedy v. Lavender, 13 Beavan, 62, where both the parties were separated, and living in adultery. So in Carter v. Carter, 14 Sm. & Marsh. 59, where the wife was living in adultery. OF TRUSTEES FOB MARRIED WOMEN. 589 court itself would do, if a suit were instituted. And if a bill be once filed, the trustees have no longer any discretionary power to pay over the fund to the husband unconditionally; and such a payment, if made, would be disallowed by the court.(/) However, this equitable doctrine is not withoi^t its exceptions : for if the husband be the purchaser of all his wife's fortune by a previous settlement upon her, he will not be required to make an additional settlement upon coming to the court to recover possession of her equitable property. (^) But the consideration of a settlement will apply prima facie only to the purchase of the wife's then present fortune ; and if she subse- quently become entitled to any additional property, the husband will not be held to have become a purchaser by settlement of the ad- ditional interest, unless the instrument expresses, or clearly imports, such an intention. (A) Thus, where the settlement was expressed to be in consideration of such fortune, as the wife "is or may he" en- titled to, it has been held, that if anything come afterwards during the coverture to the wife, the husband is to be considered a purchaser, and will take it.(i) But if the instrument did not in terms extend to the wife's future interests, but, on the contrary, it appeared that her existing fortune only was in contemplation at the time, it has been decided that the husband will have purchased nothing more than her present property, and according to the general rule, the wife will be entitled to an additional provision out of any future fortune. (^) And where the provision for the wife by the settlement *is very in- adequate in consequence of her subsequent accession of fortune, L -■ that will be an additional reason for the court to hold, that the future property was not within the contemplation of the settlement, and on that ground to compel him to make a further provision for her.(Z) However, it is settled, that a settlement, or even an agreement for a settlement,(w2) made by the husband previously to the marriage, and expressed to be in consideration of his wife> fortune, will entitle him (/) Macauley v. Phillips, 4 Ves. 18; 10 Ves. 579. [See Matter of Beresford, Murray v. Lord Elibank, 10 Ves. 90; 1 Desaus. 263.] De la Garde v. Lempriere, 6 Beav. 344, (i) Garforth v. Bradley, 2 Ves. 677.; 347. [Crook v. Turpin, 10 B, Monr. Mitford v. Mitford, 9 Ves. 96; Carr ^. 243.] Taylor, 10 Ves. 579. , (g-) Druce v. Denison, 6 Ves. 395; (4) Dnice v. Denison, 6 Ves. 385; Carr v. Taylor, 10 Ves. 579 ; Garforth ti. Mitford v. Mitford, 9 Ves. 87; Carr v. Bradley, 2 Ves. 677 ; Mitford v. Mitford, Taylor, 1 Ves. 578 , 9, Ves. 96. [See Martin v. Martin, 1 {I) March v. Head, 3 Atk.720; Tom- Comst. 473.] kyng v. Ladbroke, 2 Ves. 595; Stack- (A) Garforth v. Bradley, 2 Ves. 677; pole v. Beaumont, 3 Ves. 98; Elibank Druce v. Denison, 6 Ves. 395; Mitford v. Montolleu, 5 Ves. 737. V. Mitford, 9 Ves. 95, 6 ; Carr v. Taylor, (m) Adams v. Cole, 2 Atk. 449, n.; Forr. 168; Brett v. Forcer, 3 Atk. 405. 590 OF TRUSTEES FOR MARRIED WOMEN. as a purchaser to the unconditional possession of all the property to which the wife was then equitably entitled, without reference to the sufficiency or insufficiency of the provision so made for her.(re) And this would doubtless be also the case with respect to the future pro- perty of the wife, if expressly referred to in the settlement. How- ever, it may be remarked that the wife's equity will not be bound by an adequate provision made by a uoZtfwtary, settlement after mar- riage. (o)' It is not essential, that the settlement made by the husband on marriage should be expressed to be^made in consideration of, or even that it should refer to, the wife's fortune. Although the settlement may be silent on that point, the husband will, notwithstanding, be held to have become the purchaser of the whole of the equitable property of the wife, if the settlement be equivalent ; for the wife shall not have her jointure and fortune both.(/7) Where a settlement is made in consideration of part only of the wife's fortune, its effect will not be extended beyond the express terms, and her equity for a further provision will attach upon the remainder of her property, as if no settlement had been made. (9) The title of a husband, as the purchaser by settlement of his wife's equitable property, is not complete of itself, so as to bar her right by survivorship. Such a purchase operates merely as a power for him to acquire possession of the fund by taking a transfer from the trustee, and if he neglect to reduce it into his actual possession, it will survive to the wife on his death in her lifetime.(r) Equity will not interpose in favor of the wife, and compel a set- tlement out of her equitable property, unless the amount of the pro- perty in question is of sufficient magnitude. (s) And it was the rule of the court, at one time, not to interfere where the amount did not exceed lOOZ. ;[() and that sum has since been increased to 200Z., or lOZ. per annum, (m)^ And where the property does not exceed that (n) Lanoy v. Duke of Athol, 2 Atk. ford v. Mitford, 9 Ves. 96 ; Salwey v. 448; see 3 P. Wms. 199, n. (d) Salwey, Ambl. 692; Heatonw. Hassell, (0) 2 Atk. 448. 4 Yin. Abr. 40, PI. II. ip) Blois V. Hereford, 2 Vera. 502 ; (s) March v. Head, 3 Atk. 721. sed vide Salwey v. Salwey, Ambl 692. (f) Bourdilloii v. Adair, 3 Bro. C. C. (g) Cleland v. Cleland, Prec. Ch. 63; 237. BurdoniJ. Dean, 2 Ves.jun. 607. (u) 5 Ves.742,n. (c); 8Ves.201,512, (r) Rudyard v. Neirim, Prec. Ch. 524; 1 Mad. Ch. Pr. 609. 209 ; Lister v. Lister, 2 Vem. 68 ; Mit- ' In Dunkley v. Dunkley, 13 Engl. L. & Eq. 350, before Lord St. Leonards, the vyhole residue of the wife's fortune was settled on her by the court, under the circumstances; though the husband had settled after marriage a considerable portion of his property on her; and see Matter of Beresford, 1 Desaus. 263. " This is now overruled, and a settlement will be compelled, though the amount OF TRUSTEES FOR MARRIED WOMEN. 591 value, the court will order the trustees to pay it over to the husband, or his assignee, without any settlement or condition ; although it is alleged, that such a payment is without *the wife's concur- r*4i at rence, or consent •,{x) and though she had been deserted by him and opposed the application. (^) But if the amount at all ex- ceeds 2001., the court will not make an order for its payment to the husband without the wife's consent in court, although the payment of the necessary costs will reduce the amount of the fund below 200Z.(s) The equitable interest of a wife in chattels real was, at one time, an exception to the general right of a wife to a settlement out of all her equitable personal property? For it has been already stated, that according to the old law the husband might have disposed abso- lutely of such interests in right of his wife. (a) But this distinction was disapproved of on more than one occasion, (6) and was at length overruled by Lord Cottenham in the late case of Sturgis v. Champ- neys,(c) in which his Lordship decided, that the wife was entitled to the same provision out of her equitable interest in chattels real, as in other personal property. This decision has since been followed, though reluctantly, by Vice-Chancellor Wigram, in the case of Han- son V. Keating,(c?) where the same question called for decision. The law, therefore, must now be considered as finally settled in the man- ner stated above. Where the wife's equitable interest is for life only, her equity for a settlement will not attach as against a purchaser for valuable con- sideration from the husband, if the purchase were made when the husband was maintaining the wife, and before circumstances had raised any present equity for an actual settlement out of the property for her benefit.(e)* Although as against the husband's general as- {x) Elworthy v. Wickstead, 1 J. & (6) Pitt v. Hunt, 1 Vern. 18 ; Jewson W. 69. V. Moulson, 2 Atk. 417. (j) Foden v. Finney, 4 Russ. 428. (c) 5 M. & Cr. 97. [Overruled, see ante, note to 409.] (d) 8 Jur.,949; S. C, 14 Law Journ. («) Beaman v. D'odd, 13 Law Journ. N. S., Chanc. 14. [4 Hare, 1; see ante, N. S., Chanc. 141. 406.] (o) Sir E. Turner's case, 1 Vern. 7 ; (e) Elliott v. Cordell, 5 Mad. 156; and cases cited in note supra, p. 407. Stanton v. Hall, 2 R. & M. 175, 182; Burdon v. Dean, 2 Ves. jun. 608. be under 2001. Cutler's Trust, 6 Eng. L. & Eq. 96 ; Kincaid's Trust, 22 Law Journ. Ch.- 375, where, it is said, the rule as to the 2001. applies only as to taking the wife's consent. » Vaughan v. Buck, 7 Jur. 338; 13 Sim. 404; and this was also approved by Lord Cranworth,V. Ch., in S. C, 3 Eng. L. & Eq. 137. But in Wilkinson v. Charles- worth, 10 Beavan, 327, Lord Langdale held, notwithstanding that decision, that the wife was entitled as against her husband, as a purchaser for value, to a set- tlement out of her life estate, and repudiated the distinction. See 2 Spence, Eq. Jur. 482; and see Udall v. Kenney, 3 Cowen, 607. 592 OF TRUSTEES FOR MARRIED WOMEN. signee claiming by act' of law — as by his bankruptcy or insolvency the wife will, in all cases, be entitled to a provision out of her equi- table life interests.(/) The ground of this distinction is, that a husband, in equity as well as at law, is entitled to the receipt of the income of his wife's pro- perty, as a compensation for his liability to maintain her.(^) Conse- quently, he will be entitled to the uncontrolled beneficial enjoyment of her life interests, unless he desert her, or otherwise fail to dis- charge the obligation of maintaining her. In case of the husband's bankruptcy or insolvency, his incapacity to maintain his wife will have already raised an equity in her favor at the time, when the title of his assignees vests ; but the case of a particular assignee is not open to the same objection where the assignment to him is made be- fore the husband had deserted, or ceased to maintain, his wife.(A) Where the wife has already an adequate provision made for her by settlement, she will not be entitled to any further provision out of a mere life interest, either against the husband upon his desertion or r*41 n refusal to support *her, or against his general assignees upon his bankruptcy, or insolvency.(i)(l) It is to be observed, that the husband's assignment of his wife's life interest will be good only during the continuance of the coverture, and will not bind her, if she survive.(^) The wife's equitable right to a settlement may be waived by her on examination in court at any time before the settlement is actually executed. (Z) Unless indeed the children have acquired an actual in- terest by contract or agreement, in which case they would be entitled to enforce the execution of the settlement. (m) Again, this right may be forfeited by the improper conduct of the wife ; as where she lives in adultery and apart from her husband. In (/) 5 Mad. 156; see Brown U.Clark, 3 (?) Rowe v. Jackson, 2 Dick. 604; Ves.l66;Pryorv.Hill,4Bro.C.C.139; Murray v. Lord Elibank, 10 Ves. 84; Lumb V. Milnes, 5 Ves. 517 ; Brov^n v. Martin v. Mitchell, 10 Ves. 89, cited; Amyatt, 1 Mad. 376, n.; Wright uMor- Steinmetz v. Halthin, 1 Gl. & J. 64; ley, 1 1 Ves. 12,21. [Sturgis v. Champ- Hodgens v. Hodgens, 1 1 Bligh, 103, 4, 5. neys, 5 My. & Cr. 97.] [Ferris u. Brush, 1 Edw.Ch.572; Pastellr. \g) Carter^). Anderson, 3 Sim. 370; Skirving,lDesaus.l58;Tevis«.Eichaid- 1 Rop. Husb. and Wife. 273. son, 7 Monr. 644 ; Ex parte Warfield, 11 (fe) Elliott V. Cordell, 5 Mad. 156j & J. 23; see Sawyer v. Baldwin, 20 Stanton ■u.Hall,2R.&M. 182. [Vaughan Pick. 378; Taylor v. Anderson, 7 B. V. Buck, 3 Eng. L. & Eq. 136.] Monr. 552.] (i) Aguilar v. Aguilar, 5 Mad. 414. (m) Ex parte Gardiner, 2 Ves. 671; \k) Stiffe v. Everett, 1 M. & Cr. 37, see Fenner v. Taylor, 1 Sim. 169; S.C. 41 ; see Purdew v. Jackson, 1 Ross. 71, 2 R. & M. 190. n.; Com. Dig. [Baron and Feme, K.] (1) There is no distinction in this respect between the rights of the assignees of a " bankrupt" or an " insoivent" husband. Napier «. Napier, 1 Dr. & W. 410. OF TRUSTEES lOR MARRIED WOMEN. 593 such cases the court will not interpose in her favor, for she is unwor- thy of its protection ; neither on the other hand will it direct the fund to he delivered over to the husband without his making any set- tlement ; but it will leave the parties in statu quo.{n) However, there is an exception to this rule, where the wife is a ward of court, and enters into a clandestine marriage ; for in that case whatever may be the irregularity of the wife's conduct, the court will compel the hus- band to make a settlement out of her property in consequence of his contempt in procuring such a marriage.(o) But where there is no imputation against the moral conduct of the wife, her equity for a settlement will be enforced in her favor, al- though she may be living apart from her husband. (p) And where the husband's cruelty or improper conduct is the cause of the wife's separating from him, she will d fortiori be entitled to a provision out of her equitable property. (g') Indeed we shall see pre- sently that this may be a reason for inducing the court to settle the whole of the property on the wife.(r') The court rarely requires the husband, or the parties claiming under him, to settle the whole of the wife's equitable property on her and her children ; it is suflScient, that a reasonable part is secured. (s)' And where it has been referred to the Master to approve of a proper settlement, it will be a good ground for exception to his report, that the settlement includes the whole of the fund.(t) The question in most cases has been, how much the wife shall have ; and in deter- (n) Ball V. Montgomery, 2 Ves. jun. (g) Oxenden v. Odenden, 2 Vern. 463 ; 191 ; Carr v. Eastabrooke, 4 Ves. 146. Ball v. Montgomery, 4 Bro. C. C. 339. (o) Ball V. Coutts, 1 V. & B. 302, 4; (r) Vide post, see Like ». Beresford, 3 Ves. 506. [Mar- (s) Wright «. Morley, 11 Ves. 21,22; tin V. Martin, 1 Comst. 473; but see see Burdon v. Dean, 2 Ves. jun. 607; ante, 408, note.] Green v. Otte, 1 S. & St. 250. (p) Eedes v. Eedes, 10 Law Journ. («) Beresford v. Hobson, 1 Mad. 362; N. S. Chano. 199. [11 Sira. 569; see Goose i). Davis, lb. 375, cited. [But see ante, p. 408.] Barrett v. Oliver, 11 Gill & J. 191.] ' In Dunkley v. Dunkley, 13 Eng. L. & Eq. 318, before Lord St. Leonards, it was held that there was no rule or practice which prevents the wife from having the whole of the fund ; but that it was a matter purely in the discretion of the court. In that case, the husband had received a large portion of the wife's es- tate, and subsequently deserted her, and the whole of the residue was directed ' to be settled on her and her children, as against his assignees in bankruptcy. See also Ex parte Pugh, 12 Engl. L. & Eq. 350; Kincaid's trust, 22 L. J.Ch.395; Gardner v. Marshall, 14 Sim. 587 ; Scott v. Pashett, 9 Engl. L. & Eq. 268, in which case, where two-thirds had previously been transferred to the husband, the wife was allowed to retain the residue against an assignee for value. In the United States, also, it is said that under proper circumstances, the whole would be given. Helms v. Franciscus, 2 Bland, Ch. 545: Kenny v. Udall, 5 John. Qh. 464; 3 Cow. 591; Napier v. Howard, 3 Kelly (Geo.), 205 ; Bowling i;. Winslow's Adm., 5 B. Monr. 31 ; Browning «: HeadJey, 2 Robin. Va. 340. 88 594 OF TRUSTEES FOR MARRIED WOMEN. mining that, the court has exercised a discretion, and has nctt tied itself down to any precise rule.(M) However, in several instances r*41 21 ^^^^ °^ ^^^ ^"°*^ ^^^ ^^®° considered a fair proportion *as be- tween the wife, and the assignees of a bankrupt husband.far) The husband, or those claiming in his place, after making the re- quired settlement, will be absolutely entitled to the remainder of the property, as far as it can be reduced into possession in the husband's lifetime, and subject to the wife's title by survivorship in case it is not so reduced into possession. However, the general rule against settling the whole of the wife's fund admits of exceptions. For if the husband have been guilty of acts of gross misconduct, as where he has received and squandered great part of his wife's fortune, and has been guilty of cruelty and ill-treatment, and left her totally unprovided for ; the court will se- cure for the wife's benefit the whole of her equitable property, which it can find still remaining and available for that purpose. (?/) And if the husband have committed a contempt by running away with and marrying a ward of the court ;(g) or by contumacious disobedience to the orders of the court,(a) the court has refused to give him any part of the wife's fortune, and has directed the whole to be settled on her. A distinction has also been taken in this respect between a bankrupt and an insolvent husband, on the ground that all the future property of an insolvent ^is liable to the claims of his creditors, while the bank- rupt, after he has obtained his certificate, is a free man. And in consequence of this distinction in a late case in the Court of Ex- chequer, Alderson, B. directed the whole of an equitable fund, be- longing to the wife of an insolvent, to be settled on her and her children to the entire exclusion of the assignees of the husband. (6) It is to be observed that this equitable right of a wife to a settle- ment, applies only to married persons, who are subject to the law of England. If the parties are foreigners, and according to the law of their country the husband is entitled to receive his wife's fortune without making any settlement on her, the court will give effect to his legal right by ordering the property to be made over to him with- («) 1 Mad. 379, 380; Napier v. Na- Dan vers, lb. 691; Coster v. Coster, 9 pier, 1 Dr. & W. 409. Sim. 597, where three-fourths of the (i) Worrall v. Marlar, 1 P. Wms. 459, fund were settled on the wife. [Vaughan n.; S. C. 1 Cox, 158 ; Brown v. Clark, v. Buck, 1 Sim. N. S. 204, 3 Engl. L. & 3 Ves. 166 ; Carr if. Taylor, 10 Ves. 578 ; Eq. 135 ; and Ex parte Pugh, 12 Engl. Beresford «. Hobson, 1 Mad. 362. [Bag- L. & Eq. 350, where two-thirds were shaw V. Winter, 1 1 Engl. L. & Eq. 274, settled.] where the costs were thrown on the as- (s) Like v. Beresford, 3 Ves. 506. signees' half.] [See Helm v. Francisous, 2 Bland, 546.] iy) See Elliott u. Cordell, 5 Mad. 156; (a) Kent v. Burgess, 10 Law Joum, Bond V. Simmons, 3 Atk. 21 ; Oxenden N. S. Chanc. 100. [11 Sim. 361.] V. Oxenden, 2 Vern. 493; Nichols «. (6) Brett-u.Greenwell,3Y.&Coll.230. OP TRUSTEES FOR MARRIED WOMEN. 595 out any condition.(c)» And in such a case if the trustee decline to transfer the fund to the husband, and thus drive him to file a bill, where his right is perfectly clear, the court might have some difiSculty in allowing the trustee his costs of the suit.(d) The court has no power to compel a husband to make any settle- ment on his wife and children out of her equitable property ; but if he refuse to do so, he will not be suffered to possess himself of the corpus of the fund, which will be preserved for her, together with the full benefit of her title to it by survivorship in case she outlive him. However, the court will not take from the husband the income of his wife's fortune, on account of his refusal to make a settlement on her. The law gives him that income in consideration of his liability to maintain his wife ; and as *long as he is willing to live with r^^jgn her, and maintain her, he will be entitled to the receipt of the income ;(e) and this although she refuse to live with him, if her re- fusal be without sufiicient reason.(/) And the same doctrine applies also to the husband's assignees, who will be entitled to the annual income of the wife's property subject to an allowance out of it for her support. (^)^ But where the husband deserts his wife without having made any provision for her, or refuses to maintain her, the reason for giving him the income of her property wholly fails, and the court will itself direct its application for her maintenance to the exclusion of the husband. (A) It has been already stated, that the trustees would be justified in transferring to the husband without reserve the capital of the wife's trust fund, where no suit had been instituted respecting it ; there- fore a fortiori a payment of the income to him, will in general be a proper payment. But if a bill be once filed, the discretionary power of the trustees is gone, and they could not afterwards be advised to (c) Sawyer v. Shute, 1 Anstr. 63; (g-) Burdon «. Dean, 2 Ves. Jan. 607; Campbell t). French, 3 Ves. 321 ; Dues Oswell v. Probert, lb. 680; Lumb v. V. Smith, Jac. 544 : Anstruther v. Adair, Milnes, 5 Ves. 517 ; Wright v. Morley, 2M. &K. 513. llVes. 20, 21. (d) Anstruther iJ. Adair, 2 M.&K. 516. (A) Ball u. Montgomery, 2 Ves. jun. (e) Sleech v. Thoringlon, 2 Ves. 562; 191 ; S. C. 4 Bro. C' C. 339 ; Sleech v. (J Rop. Husb. and Wife, 274. Thorington, 2 Ves. 562; Wright v. (/) Bullock V. Menzies, 4 Ves. 798. Morley, 11 Ves. 12. ' In Hitchcock v. Clendennin, 12 Beav. 534, .it was held that where the wife by the law of her domicil can claim no equity, her husband is entitled to the proceeds of her real estate in England, absolutely; and if the estate be yet un- sold, may take a conveyance to himself in fee. " Duraond v. Magee, 4 J. C. R. 318; Kenny v. Udall, 5 Id. 464, 3 Cow. 591 ; Helms V. Pranciscus, 2 Bland, 545; Note to Murray v. Lord Elibank, ut supra. 596 OF TRUSTEES FOR MARRIED WOMEN. make any payment to the husband, even out of the income of the fund, except under the direction of the court.(i) It has been already stated, that the wife has the power of waiving her right to a settlement out of her equitable fund.(A;) If, therefore, upon a proper examination she consent to have the property made over absolutely to her husband, the court cannot refuse to make an order to that effect. (Z) So if the property have been assigned by the husband, the wife's consent may be given in favor of the assignee, who will then take the property discharged from her equity.(m) But the court will not direct the transfer of the fund, unless it be satisfied, that the consent is the free and voluntary act of the wife ; and for this purpose she must either appear personally in court, when the judge himself will examine her ;(w) or if she cannot appear per- sonally, a commission will be issued to take her examination apart from her husband, (o) An application for the transfer of a fund belonging to a married woman, must be made by petition in a cause,' and the court requires an afiidavit of the parties that there was no settlement on their mar- riage. (p) Or if there was a settlement it must be produced, in order that the court may see whether it affected the fund in question.(5') A woman cannot divest herself of her right to a settlement out of her equitable property, otherwise than by her consent upon a proper examination, taken either in court or by commission ; and any agree- ment or disposition made by her in any other manner is altogether r*4.l 4.T inoperative, and *will be totally disregarded by the court, if she afterwards insist upon her claim. (r) The court will not take the consent of a married woman to the transfer of her fund, until the amount has been ascertained; for though she may not think 500Z. a proper subject of a settlement, she may think differently of 600l.{s) And for this reason a residue, or share of a residue, will not be transferred upon the wife's separate examination and consent,(<) and the produce of a wife's reversionary (i) 4 Yes. 18; 10 Yes. 90. [See ante, Campbell v. French, 3 Yes. 322; Ee 405, note.] Tasburgh, 1 V. & B. 507. (i) Ante ; and see Hodgens v. Hodg- (p) Minet v. Hyde, 2 Bro. C. C. 663; ens, 1 1 Bligh, 103, 5. Binford v. Bawden, 2 Yes. jun. 38 ; El- (l) Dimmock v. Atkinson, 3 Bro. C. liott«. Remington, 9 Sim. 502. Theaffi- C. 195; Willatts v. Cay, 2 Atk. 67. davit may be made by the wife only if [Ante, 411.] the husband be abroad, lb. (m) Johnsoni;. Johnson, IJ.&W. 472. (g) Rcse v. Rolls, 1 Beav. 270. (n) Macaulay v, Phillips, 4 Yes. 18. (r) Macaulay v. Phillips, 4 Ves. 18; [Ante,411.] see Maitland v. Bateman, 1 3 Law Journ. (o) Parsons v. Dunne, 2 Ves. 60; N. S., Chanc. 274, 5; and post. Bourdillon v. Adair, 3 Bro. C. C. 237; {s) Jarnegan v. Baxter, 6 Mad. 32. (0 Sperling v. Rochfort, 8 Ves. I78. ' Mumford v. Murray, 1 Paige, 620 ; Du vail v. Farmers' Bank, 4 Gill & John. 283. OF TRUSTEES FOB MARRIED WOMEN. 597 interest in stock, which has been contracted to be sold, is open to the same objection.(M) However, in a late case, where the residuary fund, to which a married woman was entitled, had been ascertained to consist of the sum of lUl lis., and there had been a decree for the taxation of costs and for their payment out of this sum,^ Sir K. Bruce, V. C, after some hesitation, and after communication with the registrar, took the wife's consent to the payment of the fund out of court, minus the costs ; although the costs had not been taxed, and consequently the sum eventually payable under the decree was still unascertained. (*) The wife by her consent can only depart with that interest which is the creature of the court of equity, viz., her equitable right to the provision out of that property, of which, if it were a legal interest, the husband could take actual and immediate possession in her right. Therefore, she has no power to consent to the transfer of an interest in remainder or reversion, either in favor of her husband or any other person. (!/)^ For such an interest cannot be reduced into immediate possession. And although some decisions of a contrary tendency are to be met with,(3) they cannot now be considered of any authority.(a) Where a female ward of court has married without the consent of the court, she will not be suffered by her consent to transfer her pro- perty absolutely to her husband, but a settlement will be directed.(6) Until recently it was doubtful from the authorities, whether the court could take the consent of a married woman, being an infant, to the transfer of her equitable fund. In GuUin v. Gullin,(c) a mar- ried woman under twenty-one presented a petition, praying that a sum in court, to which she was entitled, might be paid to her hus- (u) WooUands v. Croucher, 12 Ves. {z) Macarmick «. BuUer, 1 Cox, 357; 174; Godber v. Laurie, 10 Price, 152. Howard v. Damiani, 2 J. & W. 458, n. (a:) Packer v. Packer, 1 Coll. 92. (a) See Honnor v. Morton, 3 Russ. ly) Socket v. Wray, 2 Atk. 6, n.; 63; Pickard v. Roberts, 3 Mad. 384; Frazer v. Bailie, 1 Bro. C. C. 518 ; Rich- Purdew v. Jacksou, 1 Russ. 48. ards V. Chambers, 10 Ves. 508 ; Wool- (6) Staokpole v. Beaumont, 3 Ves. 89. lands V. Croucher, 12yes. 175; Ritchie (c) GuUin v. Gullin, 7 Sim. 236. V. Broadbent, 2 J. & W. 456 ; Packard V. Roberts, 3 Mad. 384. ' Whittle V. Henning, 2 Phill. 731 ; 12 Jur. 1079 ; Greedy v. Lavender, 13 Beav. 612; Cunningham v. Antrobus, 16 Sim. 436; Hobby v. Allen, 3 Engl. L. & Eq. 166; Brandon v. Woodthorpe, 10 Beav. 463; Rogers v. Acaster, 11 Engl. L. & Eq. 300 ; overruling Hall v. Hugoliin, 14 Sim. 595. But as to chattels real, see Duberly v. Day, 12 Eng. L. & Eq. 277. See full discussions on this subject in 10 Jurist, pt. ii. 474, 482; 7 Engl. Law Magazine, 234; 8 Id. 215; and, for Ame- rican cases, post, 416. However, where a reversionary interest is transferred, the wife's equity attaches only when the interest falls into possession, and cannot be claimed before. Osborn v. Morgan, 8 Engl. L. & Eq. 192. 598 OF TKUSTBES FOE MARRIED WOMEN. band ; Sir L. Shadwell, V. C, said, he thought that the consent of a married woman, though a minor, had been taken on a former occasion, and on the lady appearing and consenting, his Honor made the order. (c) However, in a subsequent case at the Eolls, in which a similar application was made on the authority of Gullin v. Gullin, Lord Langdale, M. R., said he felt considerable difficulty in acting on that authority, and refused to make the order, (d) Indeed it does not seem easy to reconcile the order of the Vice-Chancellor in Gullin V. *Gullin with the general principles which govern the court L -^ in dealing with the property of infants under its protection. And in a subsequent case, upon the point being again submitted to the Vice-Chancellor, his Honor decided that the infant's consent could not be taken, (e) If the husband fail to reduce into possession his wife's equitable property in his lifetime, she will take the whole by survivorship at his death. (/) And in this respect, any distinction between equitable interests and legal choses in action is entirely exploded.(^)' (c) Gullin V. Gullin, 7 Sim. 36. (/) Twisden v. Wise, 1 Vera. 161; Id) Stubbs V. Sargon, 2 Beav. 496. Mulchings i;. Smith, 9 Sim. 137; Mitford (c) Abraham v. Newcombe, 12 Sim. v. Mitford, 9 Ves. 98. 566. [See accord, Ex parte Warfield, 1 1 (g) Twisden w. Wise, 1 Vern. 161; Gill & J. 23; Udall v.Kenney, 3 Cow. Hornsby v. Lee, 2 Mad. 16; PurdewD, 590.] Jackson, 1 Russ. 1 ; Honnor v. JMorton, 3 Russ. 65. ' It is now well settled, that the choses in, action, including legacies and distribu- tive shares of the wife, survive to her on her husband's decease, unless they have been in some manner, constructive or actual, reduced to possession in his lifetime. Krumbhaaru. Burt, 2 Wash. C. C. 406; Schuyler v. Hoyle, 5 J. C.R. 196; Searing V. Searing, 9 Paige, 283 ; Snowhill^. SnoWhill, 1 Green Ch. 30; Dane v. Allen, Id. 419; Pike v. Collins, 33 Maine, 43 ; Poor v. Hazleton, 15 Verm. 568; Leggs. Legg, 8 Mass. 99 ; Stanwood v. Stailwood, 17 Mass. 57 ; Hayward v. Hayward, 20 Pick. 517; Parsons v. Parsons, 9 N. Harap. 309; Lodge t). Hamilton, 2 S.&R. 49; Bohn v. Headley, 7 H. & J. 257; Browning v. Headley, 2 Rob. Va. 340; Revel V. Revel, 2 Dev. & Batt. 272; Whitehurst v. Hacker, 2 Ired. Eq. 292; Pointdexter v. Blackstone, 1 Id. 452 ; Terry v. Branson, 1 Rich. Eq. 178 ; Bibb v. McKinley, 9 Port. 636; Sayre v. Flournoy, 3 Kelly, 541 ; Kelleru. Keller,5Monr. 573 ; Clarke v. McCreary, 12 Sm. & M. 347 ; Pickett v. Everett, 11 Missouri, 568; though the conlrary was held in Griswold v. Penniman, 2 Conn. 564. It seems generally admitted in the United States, that a transfer for value, or release of a chose, in which the wife has a present interest, will bar her survivor- ship. Schuyler v. Hoyle, 5 J. C. R. 190; Lowry v. Houston, 3 How. Miss. 396; Thomas v. Kelsoe, 7 Monr. 521 ; Snowhill v. Snowhill, 1 Green Ch. 30; Parsons V. Parsons, 9 N. Hanip. 309; Forrest v. Warrington, 2 Desaus. 254; Weeks?. Weeks, 5 Ired. Eq. Ill; Siter's Est., 4 Eawle, 468 ; Tucker v. Gordon, 5 New H. 564. In Pennsylvania, it is held that though a wife's chose in action will not pass by general words in the assignment of an insolvent debtor, so as to bar survivor- ship (Eshelmanu. Shuman's Adm , 13 Penn. St.R. 561), yet it will, if specifically included : Richwine v. Keim, 1 Pa. R. 373 ; Shuman v. Reigart, 7 W. & S. 168, OF TRUSTEES FOR MARRIEB WOMEN. 599 An actual payment or transfer by the legal holder to the husband himself,(A) or in general to his assignee or other person authorized by (A) Doswell V. Earle, 12 Ves. 473; Ryland v. Smith, 1 M. & Cr. 53. explained in 13 Penn. St. R. 563; the latter being considered the voluntary act of the husband, and for the consideration of his recovery of liberty. Sifer's Cas^, 4 Rawle, 481. But in Van Epps v. Van Deusen, 4 Paige, 64; Outcalt v. Van Winkle, 1 Green Ch. 513; and Poor t). Hazleton, 15 Verm. 568, it was held, on the other hand, that insolvent assignees take the chose, subject to survivorship, though it be specified in the schedule: Poor «. Hazleton, 15 Verm. 568; and indeed in this last case, it was doubted whether it would pass at all. However, even in Pennsylvania, it is held that the proceedings in bankruptcy being in invi- tum, the assignees there will not take absolutely. Shaw v. Sessaman, 10 Barr, 434 ; Krumbhaar v. Burt, 2 Wash. C. C. 405 ; see Shaw v. Mitchell, Daveis, 261. So, under general words in a voluntary assignment for creditors, the chose will not pass. Skinner's App., 5 Barr, 263; Slayraaker v. The Bank, 10 Barr, 373. The husband may, however, assign it. by express words in payment of his debts, Barnes t). Pearson, 6 Ired. £q. 482; but a transfer as collateral security alone, will not be enough: Harlman v. Bowdal, 1 Rawle, 279; Latourelle i'. Williams, 1 Barb. Ch. 9; that not being a transfer for value. See SitersCase, 4 Rawle, 468. In some of the States, the wife's present interest in her choses may be reached by her husband's creditors, and legacies and distributive sharesmay therefore be attached: Wheeler v. Bowen, 20 Pick. 563; Holbrook i>. Waters, 19 Id. 354; Vance v. McLaughlin, 8 Gratt. 289; see Dold v. Geiger, 2 Gratt. 98; though if the husband die before judgment, the wife's survivorship will nevertheless arise: Strong V. Smith, 1 Metcalf, 476. But in others, it is held that the husband is not bound to exercise his power for the benefit of creditors : Skinner's Appeal, 5 Barr, 263; Sayre v. Flournoy, 3 Kelly, 541 ; and hence that the wife's legacy carnot be attached : Dennison v. High, 2 Watts, 90 ; Robinson v. Woelpper, 1 Wharton, 179; Wheeler I). Moore, 13 N. Hamp. 478; or reached in equity by creditors: Andrews u. Jones, 10 Alab. 400. A debt due to the estate by the husband may, however, be set off by the executor against the wife's legacy; Yohe v. Barnet, 1 Binn. 358 ; Flory v. Becker, 2 Barr, 471 ; though not after his death, without the wife's assent: Kreider v. Boyer, 10 Watts, 58; Stout v. Levan, 3 Barr, 235; Flory V. Becker. Nor can the executor apply the legacy to a debt of the husband to a third person, without authority: Frauenfeldt's Est., 3 Whart. 415. However, notwithstanding this power of the husband to transfer his wife's choses, a fraudu- lent assignment of them, as after desertion, and pending proceedings for a di- vorce, will not be supported: Krupp v. SchoU, 10 Barr, 174. Upon the question of the assignment of a wife's choses, the modern authorities in England are at variance with those just stated. It is clear, in the first place, that an assignment in bankruptcy, in insolvency, or one merely voluntary, will not have the effect of barring the wife's survivorship, unless they are actually reduced to possession by the assignee: see post, page 416. Then as to an assign- ment for value, it also appears established, that the purchaser acquires no greater power. This was the doctrine of Purdew v. Jackson, 1 Russ. 1 ; and (though in Honnor v. Morton, 3 Russ. 86, there is a dictum to the contrary), it was approved and followed in Hutchings v. Smhh, 9 Sim. 137; Elvvin v. Williams, 7 Jur. 338; 12 L. J. Ch. 440; S. C. under name Ellison v. Elwin, 13 Sim. 309 (see post, 417); Ashby a. Ashby, 1 Coll. 654; Wilkinson v. Charlesworth, 10 Beav. 328; Le Vasseur v. Scratton, 14 Sim. 1 18 : Borton v. Borton, 13 Jur. 247 ; 16 Sim. 552. This conclusion is approved in Macqueen, Husband & Wife, 54; 2 Spence's 600 OF TRUSTEES FOR MARRIED WOMBIT. him to receive the fui)d,(i) will be a reduction into possession, and will defeat the -wife's title by survivorship ; and this though she be an infant.(A;) (i) Glaister v. Hewer, 8 Ves. 207 ; (.k) Hansen v. Miller, 8 Jur. 209. Johnson v. Johnson, 1 J. & W. 472; Hansen v. Miller, 8 Jur. 209. Eq. Jur. 476; 4 Law Review, 249; but see the remarks of Mr. Bell, Properly of Hus- band and Wife, 73. Conira, it seems, as to terms for years: Duberly k. Day, 12Eng. L. & E.277 ; but see ante 406. In Siter's Case, 4 Rawle, 461, this subject was dis- cussed, and Purdew v. Jackson strongly disapproved. The doctrine of Siter's Case, and of the American decisions, generally, is that an assignment forvalue bythe hus- band amounts to a contract which equity would execute against him , by compelling a reduction, and therefore will treat as executed, after his death. But this reason- ing appears open to several objections. In the first place, as was indeed shown in Siter's Case, the husband has not a property in, but only a naked power over, his ■wife's choses, which power arises from the blending of persons in the marriage state ; and he cannot transfer to his assignee more than he himself possesses, ■which is only the right of reduction during coverture. Hence, to apply to this case the usual rule in equity with regard to specific performance, would be to convert a limited into an absolute power. Next, the equitable principle referred to is admissible only as between the purchaser, and the assignor and his repre- sentatives. But the wife does not claim through her husband, but on a distinct title. Finally, the legal title in the wife must prevail, if the equities are equal, and undoubtedly the wife has, as owner, an equal equity with the purchaser. Indeed, considering the peculiar favor with which femes covertes are regarded in a court of Chancery, and its strongly marked doctrines with regard to their separate estate, it might well be doubted whether her equity should not be considered to be the superior one. What will constitute an actual reduction into possession, is not susceptible of exact definition, but depends on intention. There must be in the first place some distinct act, evincing a determination to take as husband. Thus a mere possession by him as executor or administrator, will not bar the wife's survivorship. Elms V. Hughes, 3 Desaus. 155; Ross v. Wharton, 10 Yerg. 190; Wallace ti. Talia- ferro, 2 Call, 376; Mayfield v. Clifton, 3 Stew. 375; Kintzinger's Estate, 2 Ashm. 45; see Miller's Estate, 1 Id. 323. But if the husband in such case charges his ■wife's legacy in his account as paid, and the charge is allowed, it is a reduction. Pierce v. Thompson, 17 Pick. 391. So where he dies without settling an account, having previously appropriated the property of the estate to his own use: Ellisft Baldvpin, 1 W. & S. 253 ; or where he sells it, taking notes therefor, which he converts to his ownu.se. Wardlawi). Gray, 2 Hill's Eq. 644. On the same ground, the mere joining in a suit with his wife, ■with regard to her property, is insuf- ficient. Pike V. Collins, 33 Maine, 43 ; Thompson v. Ellsworth, 1 Barb. Ch. 624; Arnold v. Ruggles, 1 Rhode Isl. 165; Bell v. Bell, 1 Kelly, 637. Thus, where on a bill in equity for a division of the wife's property, commissioners were ap- pointed, who acted, but did not report, it was held that the wife took by survivor- ship. Gregory v. Marks, 1 Rand. 353. So in Bennett v. Dillingham, 2 Dana, 436, where in a suit for distribution, the commissioners made sale, and then the husband died. A judgment in a joint suit is not enough; there must be also execution. Pike v. Collins, 33 Maine, 43. So, even, a receipt of the money in such suit is not, it seems, enough. McDowell v. Potter, 8 Barr, 191. The same principle applies to a joint recognisance in the Orphans' Court, for the wife s OP TRUSTEES FOR MARRIED WOMEN. 601 And SO in the case of mortgages belonging to, or held in trust for, a feme coverte; if the husband have received the money in his lifetime, legacy. Lodge v. Hamilton, 2 S. & R. 49 ; Hake v. Fink, 9 Watts, 336. So a mere receipt in the name of husband and wife, on the wife's bond, without proof of payment of the money to the husband, is insufficient. Timbers v. Katz, 6 W. & S. 290. Merely taking possession of a bond or mortgage, will not bar the wife. Hnnter v. Hallett, 1 Edw. Ch. 388 ; Pickett v. Everett, 1 1 Missouri R. 568. So, even where the husband of one of two mortgagees had purchased the equity of redemption at sheriff's sale, and had paid oflF a part of the incumbrance to the co-mortgagee, the wife's survivorship was held not to have been barred. Miller's Est.. 1 Ashm. 332. So in Durant v. Salley, 3 Strobh. Eq. 159, where a mother and daughter were entitled to certain slaves as co-distributees, but the slaves were never divided, and the husband of the daughter, residing on the mother's plantation, worked the slaves together, it was held that the marital rights of the husband had not attached. See, also, Rogers v. Bumpay, 4 Ired. Eq. 384. As, moreover, the question thus depends on the husband's intention, an act prima facie a reduction, may be shown by other circumstances, or by his decla- rations at the time, or subsequently, to have been intended for the benefit or in trust for the wife. Hind's Estate, 5 Wharton, 1 38 ; Gray's Est., 1 Barr, 327 ; McDowell V. Potter, 8 Barr, 191. But to create a disclaimer, subsequent admis- sions must be " deliberate, positive, precise, clear, and consistent." Gray's Est., ut supra. Not only must the intention to appropriate appear distinctly, but the act of reduction must be complete at the husband's death. Thus, where a husband gave an order in favor of a creditor on a solicitor, who had recovered for the wife in a separate suit, this was held an insufficient reduction. Riley's Eq. 47. So where the land on which a legacy to a married woman was charged, had been sold on e.xecution, and the proceeds paid into court, and her husband had so far made the legacy his own as to let in a set-off for his proper debt, but died before distribution, it was held that the widow was not disappointed of her sur- vivorship. Donaldson v. West Branch Bank, 1 Barr, 286. And where a husband attempts to reduce the chose, and but part is actually received, the remainder will survive. Schuyler v. Hoyle, 5 J. C. R. 190. Where, however, the requisites enumerated cqncur, the survivorship is ex- cluded. Thus, taking bond from an executor for a legacy, and judgment thereon, is a reduction : Stewart's App., 3 W. & S. 476 ; see Yerby v. Lynch, 3 Gratt. 460 ; or taking a new security for the old debt: Searing v. Searing, 9 Paige, 283; so taking a bond from the devisee of land, subject to a legacy. Dewitt v. Eldred, 4 W. & S. 422. So in Siter's Case, 4 Rawle, 461, a deed of wife's choses by hus- band to a trustee for the benefit of the wife and child, excludes the wife's sur- vivorship. Where the money is received by the husband, it is of course sufficient : see Latourette v. Williams, 1 Barb. 9; and a receipt given for the amount of his wife's choses, though she be an infant, is good, and will discharge the debtor. Starke v. Starke, 3 Richard. R. 438. _ With regard to the husband's power over reversionary interests and possibili- ties, the authorities are at variance. In England, it is now finally established, that the husband can neither assign, release, or transfer them in any way, nor can she consent to such appropriation, either under a separate examination, or the Fines and Recoveries Act; not even where all the other parties surrender their interest to her, so that there would otherwise be a merger. See the authorities cited in the note to page 414. This doctrine has been followed in the United States, in Browning v. Headley, 2 Rob. Va. 340; Moore v. Thornton, 7 Gratt. 99; Terry v. 602 OF TRUSTEES FOR MARRIED WOMEN. but die before the security with the legal estate is released or trans- ferred, the receipt of the debt by the husband will be treated as a sufficient reduction into possession, and the wife or her trustee will be bound to release or assign the legal estate to the party by whom the money has been so "paid. For in equity a mortgage is regarded only as a debt.(Z) So a settlement of the wife's equitable fund made by the husband, and perfected by an actual transfer to the trustees of that settlement, will be binding on the wife surviving ; for the transfer to the trustees hy the direction of the Jiusband, was a re- duction into possession by him.(m) But a payment or transfer to the husband as a trustee for the benefit of his wife, will not be considered a reduction into possession by him.(m) Nor in general will any dealing with the fund amount to such a reduction, which does not vest the legal title to it in the husband, or the person claiming under him. For instance, where an executor has set apart a sum for the payment of a legacy given to a married woman :(o) or the>fund has been paid into court by the trustee ;{p) (1) or has been transferred by the existing ^trustees to other persons as trustees for the wife's benefit ;(g') in none of these cases will the wife's title by survivorship be defeated : for in all of them the husband's interest is still such as could only be enforced by a suit in equity; or (I) Rees V. Keith, 10 Law Journ. N. (o) Blount v. Bestland, 5 Ves. 515., S. Chanc. 46. [Siter v. McLanahan, 2 (p) Macaulay v. Phillips, 4 Ves. 17, Grattan, 280.] 18. (m) Hansen v. Miller, 8 Jur. 209. (g) Wall v. Toralinson, 16 Ves. 413; (n) Wall V. Tomlinson, 16 Ves. 413; Fort v. Fort, Forrest, 171; Ryland v. see Baker v. Hall, 12 Ves. 497. Smith, 1 M. & Cr. 53. (1) Unle,ss indeed it be paid in to the account of the tasiand atone; Re Jenkins, 5 Russ. 183. Brunson, 1 Rich. Eq. 78; Goodwin v. Moore, 4 Humph. 221 ; Caplinger v. Sul- livan, 2 Id. 548. But in Pennsylvania the rule is different. Siter's Case, 4 Rawle, 461; Woelpper's App., 2 Barr, 71. So in Kentucky; Merriwether «. Booker, 5 Litt. 254 ; see Turner v. Davis, 1 B. Monr. 157; Davenport v. Prewett's Adm., 9 Id. 95; Jackson v. Sublett, 10 Id. 467; see, also, Scott v. James, 2 How. Miss. 307. In North Carolina, it is held that the husband may transfer a vested remainder in a chattel, as slaves; but not an equitable interest. Knight D.Leake, 2 Dev. & Batt. U. 123; Howell v. Howell, 3 Ired. Eq. 528 ; Weeks v. Weeks, 5 Ired. Eq. 81. The same general rules as have been stated as to the separate interest of the wife in her choses, apply to a bond or legacy given to husband and wife jointly, which will also survive to the wife. Pike v. Collins, 33 Maine, 43; Hay ward v. Hayward, 20 Pick. 517; Atcheson v. Atcheson, 11 Beav. 485; Laprimaudaye t). Teissier, 12 'Beav. 206. A payment in such case to the husband would be good; but if the fund be before the court, it will be retained, with a direction to pay dividends to the husband during the joint lives; with liberty to the survivor to apply. Atcheson v. Atcheson, ut supra. OF TRUSTEES FOR MARRIED WOMEN. 603 in other words, it still remains an equitable chose in action. So the mere filing of a bill by the husband or his assignees against the legal holder of the property, to obtain a transfer or payment ;(r) or a decree in a joint suit for the joint benefit of the husband and wife, *will not affect her rights by survivorship.(s) Although it will be otherwise, where the fund is ordered to be paid, or L J declared to belong to the husband alone; and in that case, his execu- tors will be entitled, although he die in her lifetime. (() And an award, directing the payment of money to the husband alone, will have the same effect.(M) It is clear, that receipt by the husband of the interest or divi- dends of the fund, is no reduction into possession by him. (a;) And even the receipt by him of part of the capital will not have that effect as to the whole fund, so as to bar the wife's title to the remainder, if she survive. (3/) So it has long been settled, that the general assignment by ope- ration of law upon the bankruptcy or insolvency of the husband, will not operate to defeat the wife's title to her equitable property, or choses in action, whether they are reversionary or not, if the assignees shall not have acquired actual possession in the husband's lifetime. (») And still less will a mere voluntary assignment by the husband have that effect, (a) So where the wife's equitable inte- rest or chose in action is reversionary, and is therefore incapable of being reduced into actual possession, it is clearly settled, that the assignment by the husband, although for valuable consideration, will not have the effect of a reduction into possession, so as to defeat the wife's title by survivorship, if the interest remain in reversion until the husband's death.[b) Whether an assignment by the husband for valuable consideration will have that effect, where the property is capable of being reduced into possession by the husband, either at the time of the assignment, or at any time before his death, is not so free from doubt., There is a series of cases, which have decided that such an assignment will (r) Pierce v. Thomely, 2 Sim. 167, (2:) Gayner v. Wilkinson, 2 Dick. 180. 491; 1 Bro. C. C. 50, n. ; Mitford v. («) Nanney v. Martin, 1 Eq. Ca. Abr. Mitford, 9 Ves. 87, 97 ; Hornsby v. Lee, 68; 3 Atk. 726 ; Forbes v. Phipps, 1 Ed. 2 Mad. 16; Pierce v. Thomely, 2 Sim. 502; Nightingale ?). Lockman, Fitzgibb. 167, 177. 148; Hore D. Woulfe, 2 Ball & B. 424; (a) Lord Carteret v. Pascal, 3 P. Adams u. Lavender, 1 McClel.&Y.41; Wms. 199; Burnet i).Kynaston, 2 Vern. Ee Jenkins, 5 Russ. 183. 401 ; Mitford v. Mitford, 9 Ves. 99 ; (0 Packer v. Wyndham, Preo. Ch. Johnson v. Johnson, 1 J. & W. 472. 412; Heygate v. Annesley, 3 Bro. C C. (6) Hornsby v. Lee, 2 Mad. 16 ; Pur- 362; see Re Jenkins, 5 Russ. 183. dew v. Jackson, 1 Russ. 1 ; Honnor v. (u) Oglarider v. Baston, 1 Vern. 396. Morton, 3 Russ. 65; Dalbiac u.Dalbiac, (a) Nash i;.iNash, 3 Mad. 133. 16 Ves. 122. [See Duberly u. Day, 12 W Ibid. Eng. L. & Eq. 268, and ante, 4 14, note.] 604 OF TRUSTEES FOR MARRIED WOMEN, have the effect of reduction into possession, on the ground, that the transaction amounts to an agreement by the husband to reduce the property into possession, which agreement being for valuable conside- ration ought to be performed. (c). And although the principle of those decisions was disapproved of by several eminent judges, who considered it as somewhat unintelligible, how the husband's assignee could be in a better situation than the husband himself, (ci) the doc- trine which they established, appears notwithstanding to have been recognised and admitted, (e) until the Vice-Chancellor's observa- tions* in the recent case of Hutchings v. Smith(/) raised L J considerable doubt as to its authority. In that case a husband and wife (pending a suit for the administra- tion of an estate, to a residuary share of which the wife was entitled), joined in an assignment of her share as a security for a debt of the husband. The husband died, and subsequently to his death a decree was made in the suit for the payment of the residuary share of the estate to the wife. The widow claimed to take the whole share by survivorship to the exclusion of the particular assignee, and the Vice-Chancellor decreed in her favor, but on the ground, that the decree was for payment to her alone. In the view of the case taken by his Honor, it became unnecessary to enter into the general ques- tion as to the effect of the assignment for valuable consideration by the husband. "But," said his Honor, "when it becomes necessary to decide that question, the Court will have to consider whether the cases of Bates v. Dandy, and Lord Salisbury v. Newton, can be con- sidered as authorities, which absolutely and conclusively establish the position, that where the wife has survived her husband, the assignee for value of the wife's choses in action can be entitled to any portion of it."(^) This case has since been followed by that of Blwin v. Wil- liams,(A) before the same learned judge. There, A. was entitled under a will to part of the testator's residuary estate, which was given to trustees for her benefit. Upon A.'s marriage, she and her hus- band covenanted to settle this interest upon certain trusts ; and after the marriage, and after a great part of A.'s. interest under the will, had become capable of being reduced into possession hy the husband, (c) Duke of Chandos v. Talbot, 2 P. Honnor v. Morton, 3 Russ 65; Purdew W. 608 ; Lord Carteret v. Paschall, 3 P. v. Jackson, 1 Russ. 60. Wms, 197; Bates •«. Dandy, 2 Atk. 207; (e) Johnson v. Johnson, 1 J. & W. S. C. 1 Russ. 33, n,, and 3 Russ. 72 n. ; 476 ; Honnor v. Morton, 3 Rnss 68. Wright ^.Morle'y, 11 Ves. 20, 21 ; Grey (/) 9 Sim. 137, 146, 7. V. Kentish, 1 Atk. 280; Hawkins v. (g-) Hutchings -u Smith, 9 Sim. 137, Obyn, 2 Atk. 549; Pascall v. Thurston, 146. 2 Bro. P. C. 19; Honnor t). Morton, 3 (A)Eiwinu. Williams. 12 LawJourn. Russ. 68, 9. N. S., Chano. 440. [7 Jur. 335; S. C (d) See Mitford«. Mhford, 9 Ves. 99 ; suh mm. Ellison v. Elwin, 13 Sim. 309 i Johnson v. Johnson, 1 J. & W. 476; see ante, p. 415, note.] OF TRUSTEES FOE MARRIED WOMEN. 605 an assignment was made of her interest to trustees 'upon the trusts declared previously to the marriage. The husband died before the whole of the wife's equitable property which had been settled had, been reduced into possession by the trustees of the settlement ; and a bill was then filed by the trustees to have their rights under the settlement declared. The Vice-Chancellor held that the husband's assignment in this case did not afi'ect any part of the wife's interest, which was not reduced into possession in his lifetime.(i) It is there- fore settled by this decision, that an assignment for valuable consi- deration by the husband of his wife's equitable property, which is not accompanied or followed by any act reducing it into possession in his lifetime is inoperative as against her title by survivorship. But although the wife's title by survivorship should be held to be defeated by the husband's assignment for valuable consideration, it is clear, at all events, that her equitable right to a settlement out of the property would still remain, and would be enforced against the persons claiming under the assignment, whenever they came to the court to obtain possession of the fund.(A) It is immaterial, that the wife herself joins with her husband in executing any assignment of her equitable interests, which is in- operative to bind her title by survivorship. For any deed executed by her during the coverture is merely inoperative, and it will be com- petent for her or for her representatives *after his death, to po,.-,g-, dissent from it, and to enforce her claim to the property, as if '- -^ she had made no such deed.(Z) If the husband survive his wife, then he, as her administrator, will be absolutely entitled to all her personal estate, though it continued in action or unrecovered at his death. (m)' And although he die be- fore the property is got in, his representatives, and not the wife's (i) Lord Salisbury 1). Newton, 1 Ed. son, 1 Russ. 1; Honnor ■«. Morton, 3 370. Russ. 65; Hutchings v. Smith, 9 Sim. (i) Vide supra. 137. [Ante, 415, note.] (0 Wright V. Hutter, 2 Ves. jun. 673 ; (m) Squib v. Wyn, 1 P. Wms. 378 ; Macaulayt). Phillips, 4 Ves. 16; Horns- 1 Rop. Hus. & Wife, 203. by ^. Lee, 2 Mad. 18; Purdew v. Jack- ^ Accord, Whitaker v. Whilaker, 6 John. R. 112 ; Hunter v. Hallelt, 1 Edw. Ch. 388; Hoskins v. Miller, 2 Dev. R. 360; Lockwood v. Stockholm, 11 Paige, 87 Biggert v. Biggert, 7 V/atts, 563; Clay v. Irvine, 4 Watts & Serg. 232; Hatton v Weems, 12 G. & J. 83; Glasgow^. Sands, 3 G. & J. 96; Donnington v. Mitchell 1 Green, Ch. 243; Dawson v. Dawson, 2 Strob. Eq. 34; Lea v. Wheeler, 4 Geo 541; Wilkinson v. Perrin, 7 Monr. 214; Jackson v. Sublitt, 10 B. Monr. 469 Lowry v. Houston, 4 How. Miss. 224. Contra, Curry v. Falkington, 14 Ohio, 100 Baldwin v. Carter, 17 Conn. 201 ; Byrne v. Stewart, 2 Desaus. 135. See 2 Kent's Comm. 135. The husband is also entitled to personal property settled to her separate use for life, unless there be limitations over. See post, note to page 425. 606 OP TBCSTEKS FOR MARKIBD WOMEN. next of kin, will be entitled. («) Hence, an assignment by the hus- band of his wife's cTioses in action or equitable interest in personalty, is good against every one except her, surviving ; for it will, of course, be binding on himself, and all parties claiming under him.(o) In enforcing the equity of the wife for a settlement, the interests of her children will always be considered and protected by the court, (p)' But the equity, notwithstanding, belongs personally to the wife, and it cannot be enforced by her children after her death in opposition to the husband's title by survivorship. (§') And we have already seen, that the wife herself will be at liberty to waive her right to a settlement, and so to defeat her children's interest at any time before the instrument is aqtually executed, and this though the Master have actually approved of a settlement under a decree.fr) However, the title of the husband by survivorship is not favored in equity to the same extent as that of the wife ; and it is settled, that where there has been a decree or order in a suit, referring it to the Master to approve of a proper settlement out of the wife's equitable property, the equity of the children for a settlement will prevail against the husband's right by survivorship, though the wife died before the settlement is made, or any further proceedings are taken. («) (ra) Cart v. Eees, 1 P. Wms. 381, (5) Scriveti u. Tapley, 2 Ed. 337 ; S. cited; Humphrey «. Bullen, 1 Atk. 458; C. Arabl. 509; Lloyd v. Williams, 1 Elliott V. Collier, 3 Atk. 526. Mad. 450. [Martin v. Sherman, 3 Sandf. (0) White V. St. Barb, 1 Ves. & B. Ch. 341 ; Bell v. Bell, 1 Kelly, 637 ; 405; see Ranking v. Bernard, 5 Mad. Barker v. Woods, 1 Sandf. Ch. 129.] 32. (r) Ante, and see Rowe 0. Jackson, (p) Murray v. Ld. Elibank, 10 Ves. 12 Dick. 604; Murray v. Ld. Elihank, 84; Lloyd v. Williams, 1 Mad. 450; 10 Ves. 84; Martin u. Mitchell, 10 Ves. Groves v. Clark, 1 Keen, 132. [Howard 89, cited ; Steinraetz v. Halthin, 1 G1.& V. Moffatt, 2 J. C. R. 206 ; Udall v. Ken- J. 64. iiey, 3 Cow. 609 ; Groverman v. Diffen- {s) Murray v. Ld. Elibank, 10 Ves. derfer, 11 Gill & John. 22; Napier t). 84; Lloyd v. Williams, 1 Mad. 450; Howard, 3 Kelly, 193; Andrews?;. Jones, Groves v. Clarke, 1 Keen, 132. [Mum- 10 Alab. 401 ; notes to Murray v. Lord ford v. Murray, 1 Paige, 621 ; Helms?;. Elibank, ut supr.] Franciscus, 2 Bland. Ch. 581.] ' Where there are no children, the husband's next of kin are entitled to the fund. The proper form of settlement, therefore, is to the wife for life, remain- der to her children as she should appoint, remainder to the children in default of appointment, and in default of children, if the wife survive, to her absolutely, or if the husband survive, to him or those claiming under him. Carter v. Tag- gart, 9 Eng. L. & Eq. 167; 1 DeG. Mac. & Gord. 286; Bagshaw v. Winter, 11 Eng. L. & Eq. 274. Circumstances may exist, however, in a particular case, which would make a power of disposal by will in the wife, with a limitation in default of appointment to her next of kin, a proper limitation, instead of the ultimate one to the husband ; but a special case must be made out. That the wife's relatives are in needy circumstances is not enough. Carter v. Taggart, ut supr. OF TRUSTEES FOR MARRIED WOMEN. 607 And it is immaterial, that the decree or order is for a settlement on the wife alone, without mentioning the children. (<) It was decided by Sir J. Leech, in Steinmetz v. Halthin,(M) that this equity attaches in favor of the children immediately upon the filing of the hill, and that although the wife dies before any further proceedings are taken, the husband will be precluded from taking the whole as her administrator ; and this view of the law appears to have been supported by the observations of Lord Langdale, M. R., in the recent case of Groves v. Clarke, (a;) Ho'frever, in the subse- quent case of De la Garde v. Lempriere,(t/) the same learned judge refused to follow the decision in Steinmetz v. Halthin, and after examining the principles on which the wife's equity for a settlement depended, and was dealt with by the court, his Lordship held, in opposition to that case, that the wife's equity did not attach merely upon Hhe filing of the hill, and that upon her death, hefore rHc4-|Q-i decree, her husband became absolutely enljitled to her equitable property as her personal representative.(«/) And this, as the latest decision, must be treated as now governing the law on the point in question. Where there are no children, the right of survivorship, as between the husband and wife, will not be affected by a decree or order of reference to approve of a settlement, even though the husband may have carried in proposals for a settlement under the order.(2) But if the proposal had been approved of by the court, and a settlement ordered to be made in accordance with it, and the wife then died, this would, in all probability, be considered to^bind the husband as much as if the settlement were actually executed. (a) It has been hitherto assumed, that the interest of the husband in his wife's property has not been modified or excluded by any trust or limitation, giving her the sole and exclusive enjoyment of it. At law a married woman, during the coverture, is in general incapaci- tated from acquiring or holding property separately from her hus- band.(6) But in equity it has been long settled, that a trust by deed or will of real or personal property, for the separate enjoyment of a feme coverte, is valid, and will be enforced in her favor, to the exclu- sion of the husband's title in his marital right.(c) It is now settled, that a trust for a woman's separate use may be effectually created, although she be unmarried at the time, and no (0 Groves v. Clarke, 1 Keen, 132; (z) Macaulayu. Phillips, 4 Ves. 19. Groves u. Perkins, 6 Sim. 584. [See Hill (a) Ibid. V. Hill, 3 Strobh. Eq. 94.] (6) i Rop. Husb. & Wife, 3, 53; and 2 (k) 1 Gl. &J. 64. lb. 151. (x) iKeen, 132. (c) 2 Rop. Husb. & Wife, 151. [2 (i/) De la Gajde v. Lempriere, 6 Kent's Comm. 162 ; note to Hulme v. Beav. 344. Tennant, 1 Lead. Cas. Eq. 370.] 608 OP TRUSTEES FOR MARRIED WOMEN. particular marriage is in contemplation ; and if she marry at any- time afterwards, the trust will immediately attach upon the property so as to exclude the husband's title, although no further settlement be executed.( Accord, Haraersley v. Smith, 4 Whart. 126 ; Lindsay v. Harrison, 3 Eng. Arkan. R. 311 ; see Dick v. Pitchford, 1 Dev. & Batt. Eq. 480. But in Beaufort V. Collier, 6 Hump. 487; Shirley v. Shirley, 9 Paige, 363; Fellows v. Tann, 9 Alab. 1003; Fears d Brooks, 12 Geo. 197, the later English doctrine in Tollett V. Armstrong was followed. ^Hamersley v. Smith, 4 Whart. 126; Smith v. Starr, 3 Id. 62; see Clarke u. Wyndham, 12 Alab. 800. " Contra, Hamersley v. Smith, ut supr. * But irt the case of Gaffee's Trust, 14 Jur. 277; 1 Mac. & Gord. 541 (over- ruling S. C. 13 Jur. 74; 6 Hare, 101), the wife's property, by a post-nuptial pet- tleraent, was vested in trustees in trust to pay the income " to such persons, and for such purposes, as she should appoint; but not so as to dispose of the same by way of anticipation ; and, in default of appointment, into her own hands, for her separate use, notwithstanding her coverture, independent of the saidG." (her then husband), " who is not to intermeddle therewith ; neither is the same to be subject or liable for his debts, contracts, or engagements." No express estate OF TRUSTEES FOR MARRIED WOMEN. 609 As this separate ' interest of a married -woman is the subject only of equitable cognizance, the interposition of trustees was at first deemed essential for its creation.(Z) And where property is intended to be settled to the separate use of married women, it. is doubtless the more proper and more convenient course to vest it in trustees, (m) However, it has been long settled, that a separate estate may exist without the intervention of trustees, and although the husband will in that case take the legal interest, yet he will be treated in equity as a trustee for the separate benefit of his wife.(n) It is clear that no particular form of words is necessary to create a trust for a femes separate use.^ Such a trust may either be de- (0 Harvey v. Harvey, 1 P. Wins. 125; Prideaux, 3 Bro. C. C. 383; Parker v. S. C. 2 Vern. 659; Barton v. Pierpoint, Brooke, 9 Ves. 283; Baggett v. Meux, 2P. Wms. 79. 13 Law Journ. N. S., Chanc. 228; [1 (m) 2 Rop. Husb. & Wife, 152. Phill. 627] ; Rich v. Cockell, Id. 375; \n) Bennet v. Davis, 2 P. Wms. 316; Major v. Lansley, 2 R. & M. 355. [See Darley v. Darley, 3 Atk. 399; Lee v. ante, p. 406, and note.] for life was limited to the vpife ; but an estate for life was given to the husband after the decease of the wife; and, after the decease of the survivor, the trust property was limited to the children of the marriage. It was held by Lord Ch. Cottenham, that the clause against anticipation was not confined to the then existing coverture ; but extended to a subsequent marriage. The cases of Knight V. Knight, Benson v. Benson, cited above, and Bradley v. Hughes, 8 Sim. 149, were said to proceed on " a supposed rule of equity which does not now exist ;" and it was remarked, " It being now settled, that a gift to the separate use, with- out power of anticipation, will operate on all the covertures of a woman, unless these provisions are destroyed while she is discovert, these cases cannot be con- sidered as applicable to this case, which must therefore depend on the construc- tion to be put on the words used, namely, whether the provisions for the separate use, and against anticipation, are applicable to the whole of the life estate given, or only during the then existing coverture ;" and the rule was laid down, " that if the restriction against anticipation forms part of the only sentence, which gives any estate, and is made part of such gift, then the estate and the restriction must be commensurate." 14 Jur. 279. ' Perry v. Boileau, 10 S. & R. 208; Lewis v. Adams, 6 Leigh, 320; Ballard v. Taylor, 4 Desaus. 550 ; Stewart v. Kissam, 2 Barb. S. C. 494 ; Heathman v. Hall, 3 Ired. Eq.414; Fearn -u. Brooks, 12 Geo. 197 ; Beaufort «. Collier, 6 Humph. 487; note to Hulme v. Tenant, 1 Lead. Cas. Eq. 1st Am. Ed. 376 ; but the intention to exclude the husband must be manifest, Evans «. Knorr, 4 Rawle, 66; Ashcraft v. Little, 4 Ired. Eq. 236 ; Williams v. Clairborne, 7 Sm. & M. 488 ; Carroll v. Lee, 3 G. & John , 505 ; Cook v. Kennedy, 1 2 Alab. 42 ; Fearn v. Brooks, ut supra ; note to Hulme v. Tenant, ut supra. It is impossible, however, to reconcile all the de- cisions, under this principle. The following expressions have been held to be sufficient to create a separate use. A conveyance to a married woman " and her heirs, to have and to hold the same to and for her use, benefit, and right, and of the heirs aforesaid, without let, hindrance, or molestation whatever," New- man V. James, 12 Alab. 29 ; or "in trust for the proper use and benefit of ihefeme coverte, and her heirs for ever;" Warren v. Haley, 1 Sm. & Marsh. 647; "for the use and benefit for the wife and her heirs," Good v. Harris, 2 Ired. Eq. 63 ; " for 39 610 OP TRUSTEES FOR MARRIED WOMEN. clared in express terms, or it may be inferred from the provisions or directions as to the mode of enjoyment or management of the pro- the entire use, benefit, profit, and advantage'' of the wife, Heathman v. West 3 Ired. Eq. 44 ; "for her own proper use and benefit," Griffith v. Griffith, 5 B. Mon- roe, 103 ; " to the use and benefit of A. and children, to remain in possession of A.," Hamilton v. Bishop, 8 Yerg. 33; "for her use and benefit, as the trustee may think proper and best; without being subject to her debts and contracts in any way whatsoever, or her husband, or any future husband, only for her support and maintenance," Clarke v. Windham, 12 Alab. 798 ; "for her only use and benefit," Collins V. Rudolph, 19 Alab. 616; "for her use and benefit during her life," Strong V. Gregory, Id. 146; "as her separate and distinct property," Petty u. Boothe, Id. 633; bequest to a married woman, for "her own use:" Jamison v.- Brady, 6 S. & R. 468; "for her own use during her natural life," Heck v. Clip- pinger, 5 Barr, 385 ;" to be at her own disposal in true faith," Bridges v. Wood, 4 Dana, 610; "for her own and sole use for ever," Fisher u. Filbert, 6 Barr, 61; "for her own proper use during her lifetime," Snyder i;. Snyder, 10 Barr, 424; so a declaration of trust for Mrs. S. ; and that the trustee would account for, and pay over to her individually all the moneys that might be received thereon ; Stuart v. Kis- sam, 2 Barb. S. C. 494. So in Tyson's App., 10 Barr, 224, where a direction to pay the interest of a fund half yearly, to a. feme coverte, seems to have been held to create a separate use, sed qu. So in Williams v. MauU, 20 Alab. 721, where slaves were given in trust for a married woman, with a provision that " the labor and increase of the negroes should in no manner he liable for the debts of her present or any future husband," it was held that, as against the personal representatives of the husband, it constituted a separate estate. And in the recent case of Fears ■u.-Brooks, 12 Geo. 195, where a testator, after providing that the shares of his daughters in the residuum of his estate should be paid over to a trustee for their use, directed the trustee to receive from, and receipt to, his executors, for the shares, " to be vested by him in such property as in his judgment may be most conducive to their (his daughters) comfort and interest, and to have the title to such investment made to him as trustee for their use and benefit," it was held that a separate estate was created in the daughters; and that their power of alienation was restrained. A conveyance by a husband, in trust for his wife, will also be necessarily for her separate use, otherwise the disposition would be futile, Steel V. Steel, 1 Ired. Eq. 452. It has been held, that where there is a gift to a separate use in a will, and "in addition to the legacy," another sum is given to the same trustee, the latter is also separate estate. Warwick v. Hawkins, 13 Eng. L. & Eq. 174; Davis u. Cain, 1 Ired. Eq. 304, accord; but see Evans i). Knorr, 4 Kawle, 66. Gifts, or conveyances, in the following terms, have been held not to create a separate use : " For the joint use" of husband and wife, Bender v. Reynolds, 12 Alab. 441 ; Geyer v. Branch Bank, 21 Alab. 414; " the gift not to extend to any other person," Ashcraft v. Little, 4 Ired. Eq. 236; "all to be for her and her heirs' proper use," Rudisell v. Watson, 2 Devereux Eq. 430 ; " for her use, benefit, and behoof," Torbert v. Twining, 1 Yeates, 432; or in "trust for the use" of the feme, Tenant «.Stoney, 1 Rich. Eq. 222. And in Fears v. Brooks, 12 Geo. 198, it was conceded that the words " to her use and benefit" would not create a sepa- rate estate. So in Clevenstine's App., 15 Penn. St. R. 499, of a legacy to a fern, "she to have the use of the same during her life," and after her death, to her chil- dren. It is clear, too, that the mere intervention of a trustee, will not create a separate use WiUiams v. Manll 20 Alab. 727 ; Hunt v. Booth, 1 Freera. Ch. 215; Mayberry i;. Neely, 5 Hump. 339 and a fortiori, a direct gift to a married woman OF TRUSTEES TOR MARRIED WOMEN. 611 perty.(o) Thus a limitation to the " separate" use of the mie,{p) or ■what has been decided to be the same thing, to her " sole" use,(5) •will be clearly sufficient. And so will any direction or limitation, ■which is incompatible ■with the existence of the husband's title, as if the property be given to be at the wife's " own disposal,"(r) or to be enjoyed "independent of the husband,"(s) or for her own use and benefit " independent of any other per8on,"{t) or if it be declared, that " her receipts shall be a good discharge,"(w) or that " the hus- band should not dispose of it without her consent."(a;) So a declara- tion, that the estate is for the " livelihood" of the wife,(«/) or that she shall " enjoy and receive" the rents and profits,(2) has been held sufficient to create a trust for her separate use ; although from the tone of the modern cases, it might possibly be a question whether these last decisions would be recognised as authorities at the present day. However, the intention to create a separate estate, must be clearly and unequivocally expressed, in order to deprive the husband of his marital rights. And in modern times the judges have required much more stringent expressions for this purpose, than were once con- sidered sufficient. It was said in a late case by Lord Brougham, that the expressions must be such as "leave no doubt of the intention, and which forbid the court to speculate on what the probable object of the donor might have *been."(a) Thus it has been held, r-^^n-,-. that a simple trust to pay an annuity or interest to a married ^ -I woman,(6) or "for her own use and benefit,"(c) or "into her own (o) Stanton v. Hall, 2 R. & M. 180 ; Stanton v. Hall, 2 R. & M. 180 ; Tylpr Tyler v. Lake, Id. 188. v. Lake, Id. 188. (p) Scarborough v. Borman, 1 Beav. (a;) Johnes v. Lockhart, 3 Bro. C. C. 34 ; 4 M. & Cr. 377. 383, n. (g)Adamsoni).Armitage, Coop. 283 ; (y) Darley v. Darley, 3 Atk. 399. S. C. 19 Ves. 416; Ex parte Ray, 1 [See, however, Hawkins u. Coulter, 2 Mad. 199; Wills^. Sayers,4Mad. 409; Port. Alab. 476; 2 Spence's Eq. Jur. Ex parte KiUick, 8 Jurist, 67 ; [3 Mont. 508, n. (d).] Deao. & De G. Bank. Cas. 480.] (r) Tyrrell r. Hope, 2 Atk. 561; and (r) Pritohard v. Ames, T. & R. 222 ; see Atoherley v. Vernon, 10 Mod. 531. Stanton d. Hall, 2 R. & M. 180; Tyler (o) Tyler v. Lake, 2 R. & M. 189. V. Lake, Id. 188. [Fears ?;. Brooks, 12 Geo. 196.] (s) Wagstaff V. Smith, 9 Ves. 420; (6) Dakins v. Beresford, 1 Ch. Ca. Dixon t). Olmius, 2 Cox, 414 ; Simmons 194 ; Lumb v. Milnes, 5 Ves. 520 ; see V. Horwood, 1 Keen, 7; Newlands v. Brown v. Clark, 3 Ves. 166; Stanton Paynter, 4 M. & Cr. 408 ; TuUett v. v. Hall, 2 R. & M. 175. Armstrong, 1 Beav. 1 ; 4 M. & Cr. 377. (c) Wills v. Sayers, 4 Mad. 409 ; («) Margetts t). Barringer, 7 Sim. 482. Roberts v. Spicer, 5 Mad. 491 ; [See 2 [See Ashcraft v. Little, 4 Ired. Eq. Port. Alab. 475] ; Kensington v. Dol- 236.] lond, 2 M. &K. 184 ; Beales v. Spencer, (u) Lee V. Prideaux, 3 Bro. C. C. 381 ; 2 N. C. C. 651. is not. Fitch «. Ayer, 2 Conn. 143; Moore d. Jones, 13 Alab. 296; Halli;. Sayre, 10 B. Monr. 46. See, further, note to Hulme v. Tennant. And for the separate use now in New York, see Noyes v. Blakeman, 3 Sandf. S. C. 538, and post. 612 OF TRUSTEES FOE MARRIED WOMEN. proper hands for her own use and benefit,"(cZ) will not create a trust for her separate use. Although it was held on one occasion by Lord Alvanley, that the use of the word "proper" would be sufficient.(e) In a very recent case5(/) Sir J. Wigram, V. C, decided that the same word would not create a trust for a separate use, although his Honor appears to have come to that determination with considerable reluctance, and solely on the authority of the decision in Tyler v. Lake. The trust must be for the benefit of the wife exclusively of any other person : and a gift for the benefit of the children as well as the wife, has been held not to create a trust for her separate use ; al- though the terms of the gift would otherwise have had that opera- tion.(^) In equity a married woman is considered as a feme sole in respect of her separate property. (A) Therefore, where personal estate is given simply to her separate use, without restricting her power of disposing of it, or prescribing the mode in which that power is to be exercised, she will take the property with all its incidents, and amongst others with an absolute power of alienation. («')' However, (d) Tyler v. Lake, 4 Sim. 144 ; S. C. (h) Hulme v. Tennant, 1 Bro. C. C.21 2 R. & M. 183; and see Massey 1;. [1 Lead. Cas.Eq. 355, and notes]; Sock- Parker, 2 M. & K. 181 ; Blacklow v. ett v. Wray, 4 Bro. C. C. 486; Peacock Laws, 2 Hare, 49. v. Monk, 2 Yes. 190 ; Pybus v. Smith, (e) Hartley v. Hurle, 5 Ves. 545. 4 Bro. C. C 346 ; Lillia v. Ayre, 1 Yes'. (/)Blacklowi;.Laws, 2Hare,49, 53. jun. 278; WagstafF u. Smith, 9 Ves. (g-) Wardle v. Claxton, 9 Sim. 524. 524; Wills v. Dawkins, 12 Yes. 501. [Ashcraft v. Little, 4 Ired. Eq. 236; Sturgis i). Corp, 13 Yes. 190. [2 Kent's Iiigev. Forrester, 6 Alab. 418 ; but see Comm. 162.] Jasper v. Howard, 12 Alab. 652 ; Good (i) Fettiplace v. Gorges, 3 Bro. C. V. Harris, 2 Ired. Eq. 630 ; Hamilton v. C. 10. Bishop, 8 Yerger, 33.] ' The authorities in the United States are divided on this point. On the one hand, a feme coverte is held to possess only such power over her separate estate as is expressly given to her. This is the rule in Pennsylvania (Lancaster v. Do- lan, 1 Eawle, 231), South Carolina (Ewing v. Smith, 3 Desaus. 417; Eeedti. Lamar, 1 Strobh. Eq. 27; Calhoun v. Calhoun, 2 Id. 231); Mississippi (Dotyi). Mitchell, 9 Sm. & M. 435) ; Tennessee (Marshall v. Stephens, 8 Hump. 159; Sut- ton V. Baldwin, 8 Hump. 209). In New York, a similar doctrine was held by Ch. Kent in Jaques v. The Meth. Epis. Church, 3 J. C. R. 78 ; but this was over- ruled by the Court of Appeals in 17 John. 548 ; and Dyott v. N. A. Coal Co., 20 Wend. 570; and the English rule established. Some, recent decisions in that State, however, have placed a construction on the Revised Statutes, which limits the power of a wife over her separate estate (where the trust is to pay over the rents and profits to her for life) in the most stringent manner. Her interest is declared to be, inalienable, and she cannot, in any way, charge the estate, with- out the assent of the trustee ; and that assent must be expressly authorized by the trust. L'Amoureux v. Yan Rensselaer, 1 Barb. Ch. 34; .Rogers v. Ludlow, 3 Sandf.Ch. 538 ; Leggett v. Perkins, 2 Comst. 297; Noyes v. Blakeraan, 3 Sandf. OF TRUSTEES FOR MARRIED WOMEN. 613 where real estate is limited absolutely to the separate use of a mar- ried woman, she can only dispose of it in the manner prescribed by law, viz., by a conveyance duly aclcnowledged,(A)(l) unless indeed a power of disposition be expressly reserved to her by settlement, or ante-nuptial agreement, or by the instrument of gift, in which case she may unquestionably pass her interest by a due exercise of that power.(Z) And an agreement for valuable consideration to exercise such a power will be binding on her in equity, (m) So even with regard to her separate personal estate, if a particu- lar mode of disposition be prescribed by the settlempnt or instrument of gift, she cannot dispose of it in any other manner,(n) not even by means of her examination in court.(o) Unless, indeed, she take the absolute interest *in default of exercising the power so given p^ . ^o-, her, in which case she may of course dispose of that interest in L "J accordance with the general rule, and irrespectively of the particular {k) Peacock v. Monk, H Ves. 192, (m) Dowell v. Dew, 12 Law Journ. cases cited; Dillon v. Grace, 2 Sch. & N. S., Clianc. 158. [1 Younge &Coll. C. Lef. 462, 4 ; Wright o. Cadogan, 2 Ed. C. 345, 355 ; affirmed 12 L. J. Ch. 164 ; 257; Ambl, 468; 2 Eop. Husb. and 7 Jur. 117.] Wife, 185; 2 Story Eq.Jur. } 1391; sed (n) Ross v. Ewer, 2 Atk. 156; Croft vide Major 1). Lansley, 2 R. & M. 355; v. Slee, 4 Ves. 60, 64; Anderson v. [and, Albany Fire Ins. Co. v. Bay, 4 Dawson, 15 Ves. 532; Hopkins ?;. My- Comst. 9. See Shipp v. Bowman, 5 B. all, 2 R. & M. 86. [Ins. Co. v. Bay, 4 Monr. 163.] Comst. 9 ; Fears v. Brooks, 12 Geo. 200 ; (l) Rippon V. Dawding, Ambl. 565; Leaycraft v. Hedden, 3 Green's Ch. Rich V. Beaumont, 3 Bro. P. C. 308; 512; Williamson ■«. Beckham, 8 Leigh, Tomlinson v. Dighton, 1 P. Wms. 149; 20.] Peacock i;. Monk, 2 Ves. 191; Downes (o) Richards v. Chambers, 10 Ves. V. Timperon, 4 Russ. 334; Wright v. 580. Cadogan, 2 Ed. 239. (1) However, this rule does not apply to the income of real estate, limited to the separate use of a married woman: for the rents and profits of such real estate may be disposed of by her without any express power for that purpose, in the same manner as her separate personal estate. 2 Rop. Husb. and W. 184; 2 Story's Eq. Jur. § 1393 [Vizonneau v. Pegram, 2 Leigh, 183] : and a similar de- cision has been made in a late case with respect to an annuity charged on land, and given to the separate use of a feme coverte. Major v. Lansley, 2 R. & M. 355. S. C. 538. On the other hand, in New Jersey (Leaycraft v. Hedden, 3 Green's Ch. 551); Connecticut (Imlay v. Huntington, 20 Conn. 175); Kentucky (Coleman v. WooUey, 10 B. Monr. 320) ; Shipp v. Bowman, 5 Id. 163) ; Virginia (Vizonneau V. Pegram, 2 Leigh, 183); North Carolina (Newlin v. Freeman, 4 Ired. Eq. 312) ; Alabama (Bradford t). Greenway, 17 Alab. 805; Collins v. Lavenburg, 19 Alab. 685) ; Georgia (Fears v. Brooks, 12 Geo. 200 ; Wyly v. Collins, 9 Geo. 223) ; and Missouri (Coats v. Robinson, 10 Mis. 757), the English rule, as is stated in the text, has been adopted. See further, the note to Hulme v. Tenant, ut supra. 614 OF TRUSTEES FOR MARRIED WOMEN. power.(p) If a trustee act upon a disposition by a married woman of her separate estate, -which is not executed according to her po-wer, he will be liable to replace the fund.(g') But a married woman may be restrained by the terms of the trust from alienating or anticipating the income of her separate estate during the existing or any future coverture ; and although the court appears at one time to have declined to sanction a practice so directly opposed to the general principle of law,(r) its validity has now long been established. (s)* The prohibition against alienation in these cases becomes an essential part of the separate estate, with which it must stand and fall.(t) It will therefore operate only during the continuance of the coverture, and a single woman until marriage, or a married woman after the death of her husband, and until she marry again, will be fully competent to dispose of the property notwith- standing the existence of such a clause, (m) And it is no objection to the validity of the restriction, that the woman is unmarried at the time of the creation of the trust.(a;) Nor is the restriction extin- guished by the cessation of her coverture on the death of her first husband, but it will be merely suspended during her widowhood, and will re-attach on her second marriage, without any resettlement.(y)(l) It is settled that an express negative declaration is requisite to deprive a feme coverte of her prima facie right of disposing of her (p) Elton V. Shepherd, 1 Bro. C. C. Tullett v. Armstrong, 1 Beav. 23 ; 4 M. 532 ; Anderson v. Dawson, 1 5 Ves. 532 ; & Cr. 393. Baiford v. Street, 16 Ves. 135; Barry- («) Tullett i). Armstrong, 4 M. & Cr. more v. Ellis, 8 Sim. 1 ; 2 Rob. Husb. 394. and Wife, 230. («) Brown v. Pocock,2 R. &M. 210: (g) Hopkins v. Myall, 2 R. & M. 86. 2 M. & K. 189 ; Knight v. Knight, 6 [But as to the costs, see Mant v. Leith, Sim. 121; Tullett v. Armstrong, 4 M.& 10 Engl. L. & Eq. 123.] Cr. 406. (r) Hulme v. Tennant, 1 Bro. C. C. (a:) Tullett u. Armstrong, iBeav. 1;4 16; Pybus V. Smith, 3 Bro. C. C. 340; M. & Cr. 290; Scarborough v. Borman, 1 Ves. jun. 189; see Jackson v. Hob- 1 Beav. 34; 4 M. & Cr. 377, 390. house, 2 Mer. 487. (y) Clark •;;. Jacques, 1 Beav. 36; see («) Jackson v. Hobhouse, 2 Mer. 488 ; 4 M. & Cr. 406. [Gaffee's Trust, ante, p. 420, note.] (1) It is clear that a widow during her discoverture would have the power of absolutely alienating her trust property, notwithstanding a restriction against anti- cipation during coverture. But it might be a question whether a settlement by her on her second marriage, limiting the property to herself absolutely for her separate use, would remove the previous restriction. The point does not seem to have been decided in practice. ' A trust for a, feme coverte for her separate use, declared not to be assignable, is valid ; and an assignment by her thereof will be void, Rennie v. Ritchie, 12 CI. & Fin. 204. OF TRUSTEES FOE MARRIED 'WOMEN. 615 separate estate ;{z) and the case of Hovey v. Blakeman,(a) whicli imports a contrary doctrine, cannot now be considered of any authority. Thus it has frequently been determined, that a direction to pay the income from time to time into the proper hands of the wife, is sufficient of itself to deprive her of the absolute disposing power over her whole interest.(6)' But in a very recent case, where the trust was to pay the income to such persons and for such purposes as the wife should by any wri- ting under her hand, except in any mode of anticipation, appoint, and in default of *such appointment, into her hands, it was held by p^ij^oq-] Sir K. Bruce, V. C, that the words were sufficient to restrict ^ -^ the wife from anticipation.(e) And if the intention to restrain the power of alienation be clearly collected from the several clauses of the will, they will all be construed together, and effect will be given to the general intention. (ci)^ In the ordinary form of limitation in these cases, the trustees are directed to pay the income to such persons, &c., as the wife, notwith- standing her coverture, hut not hy way of anticipation, ^c, may appoint, and in default of appointment, into her own hands. But it appears from recent decisions, that this form cannot be relied upon as an effectual prohibition of anticipation by the wife. It has been held in two late cases(e)^ by the Vice-Chancellor of England, that under a trust so framed, the restraint against alienation applies only to the power of appointment, and that the interest given to the wife (2) 2Rop.Husb. and Wife, 236, 240 ; Brown r. Bamford, 11 Sim. 127; Med- Bee Btown v. Bamford, 11 Sim. 131. ley v. Horton, 8 Jurist, 853 ; [14 Sim. (a) Stated 9 Ves. 524;and see Mores 422 ; Ross's Trust, 2 Eng. L. &Eq. 148.] V. Huish, 5 Ves. 692. (c) Moore v. Moore, Coll. 54. (6) Clarke 1). Pistor, stated, 3 Bro. C. (d) Baggett v. Meux, 1 Coll. 138, C. 568; Pybusj). Smith, 1 Ves. jun. 189; [affirmed 1 Phill. 627 ; Fears ■!). Brooks, 3 Bro. C. C. 340; Barkes v. White, 11 12 Geo. 200.] Ves. 222; Witts v. Dawkins, 12 Ves. (c) Barrymore v. Ellis, 8 Sim. 1; 501; Browne v. Like, 14 Ves. 302; Brown ■«. Bamford, 11 Sim. 127. ' In Ross's Trust, 2 Eng. L. & Eq. 148, a gift on trust to pay the interest to the separate use of R., and that the same should remain during her life, under the direction of the said trustees, as a provision for her, and the interest of it given toher, on her personal appearance and receipt, at any bankers, was held byV. Ch. Cranworth not to be in restraint of anticipation, and that Mrs. R. could alien her life interest. " In Baggett v. Meux, 1 Phill. 627, it was held that a court of equity would give effect to the clause against anticipation, whether the subject of the gift were real or personal estate, and whether in fee or for life only ; and see Gaffee's Trust, 14 Jur. 277 ; but see Ins. Co.u. Bay, 4Comst. 11. ' These decisions of the Vice-Chancellor of England (Brown v. Bamford; Barrymore v. Ellis), are now overruled ; Brown v. Bamford, 1 Phill. 620, (on appeal) Harnett v. MoDougal,8 Beav. 188 ; Moore 1;. Moore, 1 Coll. 54; Gaffee's Trust, 14 Jur. 277 ; 1 Mac. & Gord. 541. 616 OP TEUSTEES FOR MARRIED 'WOMEN. in default of appointment, may be effectually disposed of by her, unless the restriction be also expressly extended to that interest.(e) The proviso, usually added in the declaration of trusts of this nature, that the receipts of the wife alone shall be good discharges to the trustees, may, if sufficiently worded, operate to extend the restriction against alienation to the whole of the wife's interest. But in the case of Brown v. Bamford,(/) it was laid down by the same learned judge, that in order to deprive the wife of her power of alienation, this pro- viso should express, " that the receipts of the lady under her own hand, to be given from time to time after the rent or dividends should have actually accrued due, should be, and that no other receipts should he, sufficient discharges to the trustees." In that case the trust was, according to the usual form, to pay the dividends, &c., unto such persons, &c., as the wife by any writing under her hand, when and as the same should become due, but not by way of assignment, charge, or other anticipation thereof, should notwithstanding coverture direct or appoint, and in default of appointment, into her proper hands for her sole and separate use ; for which purpose it was declared, that her receipts should be good and sufficient discharges. ' And his Honor determined, according to the foregoing doctrine, that the restraint against anticipation applied to the power of appointment only, and as there were no negative words in the receipt clause, the wife's power of disposition was not curtailed, and a charge created by her on her separate interest was consequently valid. (^) Again, as the converse of the last proposition, it has been decided by the same learned judge, that if the power of appointment be given generally to the wife without any express restriction against aliena- tion, but that restriction is attached in terms only to the interest given her in default of appointment, she will be competent to alien- ate by the exercise of her power.(A) It has been also held, that the construction now under discussion, will be adopted equally whether the trust be created by deed or will.(i) This construction, which was introduced by the decision in Brown V. Bamford, *has not met with the universal approbation of the L ■^ J profession ; and the decision of the Vice-Chancellor K. Bruce, in Moore v. Moore,(A) cannot easily be reconciled with those of the Vice-Chancellor of England in Barrymore v. Ellis, and Brown v. Bamford. In the late case of Harrop v. Heaward,(Z) before Vice-Chancellor Wigram, there was a trust for the separate use of a married woman, (e) Barrymore v. Ellis, 8 Sim. 1 ; (Ji) Medley v. Horton, 8 Jur. 853, 14 Brown v. Bamford, 11 Sim. 127. Sim. 422. (/) 11 Sim. 127, 131. (i) Brown v. Bamford, 11 Sim. 127. Ig) Brown v. Bamford, 1 1 Sim. 127. (i) 1 Coll. 54. Q) 3 Hare, 624. OF TRUSTEES FOE MARRIED WOMEN. 617 with a clause prohibiting anticipation ; the prohibitory clause seems to have applied to the interest, in default of exercising the power, as well as to the power itself. But there were no such negative words in the subsequent receipt clause, as the Vice-Chancellor of England stated in Brown v. Bamford to be requisite. However, his Honor supported the validity of the restraint against alienation upon tlie trust so framed, and held, that the absence of the negative words in the receipt clause would not control or negative the prohibition pre- viously imposed. In this state of the authorities, the decision of a superior tribunal is requisite to reconcile the conflicting decisions of the several branches of the court.' It is almost needless to remark, that a married woman, who is restrained from anticipation, cannot effectually charge her separate estate with the payment of hec debts. (»i) Where a married woman is not restrained from alienating her separate estate, it has been already stated that she will have the power of absolutely disposing of it. She will also have, the same power to make a partial disposition by charging or incumbering it.(M) And it has been determined that even a mere general personal se- curity — such as a bond, or promissory note, or bill of exchange — executed by a married woman, will operate prima facie as an appoint- ment or charge on her separate estate. For she must have meant such a security to operate in some way, and it could have no opera- tion, unless it charged her separate property.(o)^ (ot) Barnet v. M'Dowall, Rolls, 27th (o) Standford v. Marshall, 2 Atk. 69; Feb. 1845, [sub. nom., Harnett v. Mc- Norton v. Turville, 2 P. Wras. 144 ; Dongall, 8 Beav. 188 ; but see the re- Hulme v. Tenant, 1 Bro. C. C. 20 ; Heat- marks in Clarke v. Windham, 12 Alab. ley v. Thomas, 15 Ves. 596; Bulpin v. 800.] ' Clarke, 17 Ves. 365; Stuart v. Lord (n) Hulme «. Tenant, 1 Bro. C. C. 16, Kirkwall, 3 Mad. 387; Murray v. Bar- 20; WagstafF v. Smith, 9 Ves. 521; lee, 4 Sim. 82; S. C. 3 M. & K. 209. Power V. Bailey, 1 Ball & B. 49 ; Essex V. Atkins, 14 Ves. 542. ' See ante, 423, note. " See ante, 421, as to the general rule in the United States, with regard to the power of a feme coverte over her separate estate. In those States where such power exists, charges of debts, being in the nature of an appointment, are upheld. In New York, however (before the construction of the Bev. Statutes referred to), the English cases cited in the text, have not been so closely foUovred. The doctrine there was, that a general personal debt of a married woman was not a charge ; but that there must be some reference to the separate estate, or the debt be con- tracted for the benefit of, or on the credit thereof. N. A. Coal Co. v. Dyott, 7 Paige, 14; Gardner «. Gardner, Id. 112; Gumming «.[ Pollock, 1 Sandf. Ch. 17; Curtis V. Engel, 2 Sandf. Ch. 287 ; though see Vanderheyden v. Mallory, 1 Comst. 462. In Vanderheyden v. Mallory, p. 453, it was held that a married woman's debt, contracted when sole, did not become a charge on her separate estate by her husband's bankruptcy. So also in Mississippi and Kentucky. Coleman v. Woolley, 618 OF TRUSTEES FOR MARRIED W^OMEN. Where the absolute beneficial interest in a trust fund is given to the separate use of a feme, without any restriction as to the mode of possession or enjoyment, she is entitled to require an immediate trans- fer of the legal interest to herself from the trustees. And if the trus- tees drive her to file a bill by their refusal to make the transfer, the decree will be made against them with costs.(p) And it is immaterial that the feme was single when the trust was created, and had mar- ried subsequently, and that the refusal of the trustees was bona fide, and proceeded from their unwillingness to put the fund in the power of the husband. (g) In a suit by a married woman against her trustees to obtain a con veyance or transfer of her separate estate, it is not necessary to prove the marriage, (r) r*4.os-| *The husband must be joined as a defendant to any suit, instituted by the wife respecting her separate estate.(«) The concurrence of the trustees is not necessary to give validity to any disposition by a married woman of her separate estate, unless it be made requisite by the terms of the settlement.(i) And the trustees will be compelled to give legal eifect to any such disposition, upon a bill filed for that purpose, although they mdy have given notice to the party taking under it, that they would not act upon it.(M) Nor is it any objection to the transaction, that it is entirely for the benefit of the husband.(a;)^ And a direct gift from (j)) Thorby v. Yates, 1 N. C. C. 438. Sherman v. Burnham, 6 Barb. S. C. 453; (g) Ibid, sed vide Taylor v. Glanville, Wilson v. Wilson, 6 Ired. Eq. 236.] 3 Madi: 179. (t) Grigby v. Cox, 1 Ves. 518; Essex (r) Thorby v. Yates, 1 N. C. C. 438. v. Atkins, 14 Ves. 552, 7. [Coryell v. Is) Thorby v. Yates, 1 N. C. C. 438. Dunton, 7 Barr, 532.] [Bradley v. Emerson, 7 Verm. 369 ; (u) Essex v. Atkins, 14 Ves. 542. Clarkson v. Be Peyster, 3 Paige, 336 ; (x) Standford v. Marshall, 2 Atk. 69; Dewalt V. Covenhoven, 5 Paige, 507; Parkes v. White, 11 Ves. 209; Essex »;. Grant'W. Van Covenhoven, 9 Paige, 255; Atkins, 14 Ves. 542. [See Hughes «. Stuart V. Kissara, 2 Barb. S. C. 493; Wells, 13 Engl. L. & Eq. 400.] 10 B. Monr. 320; Dickson v. Miller, 11 Sm. & M. 594. And in North Carolina. Frazier v. Brownlow, 3 Ired. Eq. 237'. But in Alabama, the English cases in te.\t are followed. Bradford v. Greenway, 17 Alab. 685; Collins v. Ladenberg, 19 Id. 685. So in Missouri. Coatsu. Robinson, 10 Missouri, 757. In New York, it appears that the feme cannot any longer charge her estate by way of anticipation, but there, and in South Carolina, where the strict doctrine is in general held, the trust estate is liable for debts contracted on its account and for its use. Noyes v. Blakeman, 3 Sandf. S. C. 531 ; Montgomery v. Everleigh, 1 McCord, Ch. 267; Maywood v. Patterson, 1 Hill's Eq. 225. See, in Pennsylvania, Wallace v. Costen, 9 Watts, 137. And see note to Hulme v. Tennant, ut supr.; Story's Eq. § HOO. ' Though a court of equity looks with jealousy and suspicion at gifts from wife to husband, yet they will be supported if done freely and voluntarily. Dallam v. Wampole, 1 Pet. Cir. Ct. 1 1 4 : Nedby v. Nedby, 1 1 Engl. L. & Eq. 106 ; Jaques v. Methodist Church, 17 John. R. 548; Whitall v. Clark, 2 Edw. Ch. 149; Crugerti. OF TI/nSTEES FOR MARRIED 'WOMEN. 619 the Yrife to the hushand himself will be supported ;(jr) although the court looks with some jealousy on such a transaction, and if there be any improper influence exercised by the husband, it will refuse to give effect to it ;(z) and if necessary an inquiry will be directed as to the circumstances under which the instrument was executed by the wife.(a) Where a married woman is resident with her husband, and suffers him without objection to receive the income of her separate estate, or to appropriate any annual payments, such as pin-money, directed to be made to her, it will be intended, that these payments were made to, or appropriated by, the husband with her consent. Conse- quently, even as against the husband, the wife or her representatives will not be entitled to an account for any more than one year's arrears. (6) Indeed, in the case of pin-money it has been decided, that the wife's representatives can have no account of arrears at all against the hus- band, even for a year.(c) And it is immaterial that the wife is non compos mentis, and therefore incapable of assenting or dissenting from the payments in question. (c^) It is clear, therefore, that the trustees, by whom these payments were made or sanctioned, would not be liable to account to the wife or her representatives for any arrears of her income received by the husband, at any rate farther back than the last year ; and there is no instance of the relief even to this extent being granted as against trustees, whatever might be the equity as against the husband, by whom the money was received. However, in every case it would doubtless be advisable for the trus- tees to obtain from the wife an express direction, authorizing the payment of her separate income to her husband. Where a wife has allowed her husband to receive the income of her separate estate during his life without objection or interference, (j) Freeman v. More, 1 Bro. P. C. Peacock v. Monk, 2 Ves. 190; Brodie 237 ; Frederick v. Hatwell, 1 Cox, 193; v. Barry, 2 Ves. & B. 36; Thrupp v. Parkes v. White, 11 Ves. 209. Harman, 3 M. & K. 513. [See Metho- (z) Milnes v. Busk, 2 Ves. jun. 488. dist Ch. v. Jaques, 3 J. C. R. 77 ; Mc- (a) Pybus v. Smith, 1 Ves. jun. 189. Glensey's App., 14 S. &R. 64; Moore v. [Nedby v. Nedby, 11 Engl. L. & Eq. Ferguson, 2 Munf. 421.] 106.] (c) Howard v. Digby, 8 Bligh. N. P. (6) Powell It. Hankey, 2 P. Wms. 82 ; 224, 246 ; S. C. 4 Sim. 588 ; 2 CI. & Fin. Square v Dean, 4 Bro. C. C. 326 ; Fow- 665. ler V. Fowler, 3 P. Wms. 355; Ex parte (d) Howard v. Digby, ubi supra; sed Elder, 2 Mad. 286, n.; Smith v. Camel- vide Nettleship v. Nettleship, 10 Sim. ford, 2 Ves. jun. 698 ; Aston v. Aston, 1 236. [See, however, the remarks on this Ves. 167; Parkes ti. White, 11 Ves. 225; case in Sugden's Law of Prop. 165, &c.] Cruger, 5 Barb. S. C. 225; Hoover v. Samaritan Sec, 4 Wh. 445; Meriam v. Harson, 2 Barb. Ch. 232. But the mere concurrence of a wife in her husband's receipt of a legacy is not a gift to him. Rowe v. Rowe, 2 De G. & Sm. 294; 12 Jur. 909. 620 OF TRUSTEES FOR MARRIED WOMBIT. it will be presumed, that the fund was placed by her at his absolute disposal ; and all past accumulations from that source will belong to him absolutely, and go to his personal representatives at his death. (e)^ r*4.9fiT *'^^ *^® right of the husband to receive his wife's separate income rests solely on her implied assent, it follows, that the trustees would not be justified in making any payment to the hus- band, where he lives apart from his wife.(/) Still less where they (c)Ld.Beresforclt;.Archb. of Armagh, Ridout, 1 Mac. & G. 519; 2 H.&Tw. 13 Law Journ. N. S., Chanc. 235; S. C. 55.] 8 Jur. 262; [13 Sim. 643; Caton v. (/) Aston i). Aston, 1 Ves. 267. ' It is well settled thatwhere a wife living with her husband permits him to receive the rents and profits of her separate estate, the presumption is that it is with her assent, and by way of gift. McGlensey's App., 14 S. & R. 64; Tower t). Hagner, 3 Wharton, 48 ; Naglee v. IngersoU, 7 Barr, 204 ; Yardley v. Raab, 5 Whart. 123; Methodist Ch. v. Jaques, 3 J. C. R. 77. So where the income is laid out in goods, which are placed in a store managed by the husband, McGlen- sey's App., 14 S. & R. 64; or in furniture, which is mixed with his, Shirley ti. Shirley, 9 Paige, 363. But if there be an express understanding that the furni- ture is to be kept separate and held for the wife (Taggard v. Taloott, 2 Edw. Ch. 628 ; see Shirley v. Shirley, ut supr.), or the goods or furniture be taken in the name of the wife's trustees (Yardley v. Raub, 5 Wharton, 117), it is otherwise, and such property cannot be levied on by the husband's creditors. Where there has been no gift, actual or constructive, to the husband, it is held at law, in Eng- land, that the income when paid over to the wife, becomes the absolute property of the husband, Tugman v. Hopkins, 4 Man. & Gr. 389; Came v. Brice, 7 M. & W. 183 ; Messenger v. Clarke, 5 Excheq. R. 388 ; Bird v. .Pegrum, 22 L. J., C. P. 166; 17 Jur. 577; and where lent' by her, may be recovered by the husband, jure mariti. Bird v. Pegrum ; Messenger v. Clarke, ut supr. But in a court of equity it would unquestionably be different, see Macqueen Husb. & Wife, 289. The accumulations or savings of the separate estate, or purchases with them, be- long to the wife, and are subject to the same rules as the principal. Gore v. Knight, 2 Vern. 535 ; Churchill v. Dibbin, 9 Sim. 457, note ; 3 Keny. Cas. 85 ; Moloney i;. Kennedy. 10 Sim. 254 ; Messenger v. Clarke, 5 Exch. 392, 393 ; Bird v. Pegrum, ut supr.; though in Churchill v. Dibbin, ut supr., it was held that she had no power of disposition over real estate purchased with her separate property. The rule is the same in the United States. Merrit v. Lyon, 3 Barb. S. C. 110 ; Hort v. Sorrell, 11 Alab. 386; Kee v. Vosser, 2 Ired. Eq. 553; Rogers v. Fales, 5 Barr, 154; Yardley v. Raub, 5 Whart. 123; Towers v. Hagner, 3 Whart. 57; Young «. Jones, 9 Hump. 551. Where the separate use is given for life, and the wife dies without disposing of her property, there being no limitation in default of appointment, the husband, if it be personal estate, will be entitled to it absolutely, and the trust falls to the ground. Molony v. Kennedy, 10 Sim. 254 ; Johnston v. Lumb, 15 Id. 308 ; Proud- ley V. Fielden, 2 Myl. & K. 57; Stead v. Clay, 1 Sim. 294; Drury v. Scott, 4 Y & Coll. Ex. 264 ; Bird v. Pegrum, ut supr. ; Stewart v. Stewart, 7 John. Ch. 229 ; McKennan v. Phillips, 6 Whart. 576 ; Brown v. Brown, 6 Humph. 197. The same principle has been applied, in New York, to the separate estate created by the Married Woman's Acts of 1848, 1849. McClosker «. Golden, 1 Bradf. Surr.R.64. OP TRUSTEES FOR MARRIED WOMEN. 621 have received any notice from the wife, interdicting such an appli- cation of her funds.(5') Deeds of separation between husband and wife, providing a sepa- rate maintenance for her, are, to a certain extent, valid at law.(A) And although the agreement to live separate will not be specifically enforced in equity, as being contrary to the policy of the law,(i)' yet (g-) See Ridout i). Lewis, 1 Atk. 269 ; 341. [Affirmed, 1 CI. & Fin. 101; 4 Thrupp ■!;. Hannan, 3 M. & K. 516 ; Ba- Mann. & Gr. 1104.] got V. Bagot, lOLaw Journ.N.S.Chanc. (i) Headi;. Head, 3 Atk.oSO; Wilkes 116. u. Wilkes, 2 Dick. 791 ; WorralliJ.Wor- (/i) Jones V. Waite, 5 Bing. N. C. rail. 3 Mer. 268. ' The law on this subject has been considerably modified in England, by the case ofWilson D.Wilson, 1 House of Lords Cases, 538; affirming S.C. 14 Sim. 405, where it was held, that the Court of Chancery, in the exercise of its ordinary jurisdiction, can decree specific performance of articles of separation between husband and wife, so far as they Regard an arrangement of property agreed upon. In this case, the husband, in order to stop proceedings in the ecclesiastical court for nullity of marriage on the ground of his impotency, entered into articles of separation. The wife subsequently applied by bill for execution of a deed car- rying the articles into effect, which was decreed, and the husband restrained by injunction from further proceeding in the ecclesiastical court to compel his wife to continue the suit. It seems, that the wife would also have been restrained, had it been necessary. This case appears to cover the whole ground, and to authorize the interference of equity in all cases, and not merely in the enforce- ment of the separate provision. Accordingly, in Sanders v. Rodvvay, 13 Eng. L. &Eq. 463, where a husband entered into a deed of separation, in which he covenanted, that he would permit his wife to live separate from him, and would not molest her, nor visit her without her consent, an injunction was granted, to restrain him from breaking the covenant; see the terms of the injunction in this case, which are very stringent. And in Green v. Green, 5 Hare, 400, note, a similar injunction was granted. In the United States, it appears to be still held, that equity will not decree spe- cific performance of such articles ; though, when executed, it will enforce the collateral engagements with the trustees. Charaplin v. Champlin, 1 Hoff. Ch. 55; Mansfield v. Mansfield, Wright, Ohio, 284; Button v. Duey, 3 Barr, 100; Simpson v. Simpson, 4 Dana, 140; Rogers v. Rogers, 4 Paige, 518; Carter v. Carter, 14 Sm. & M. 59; M'Kennan v. Phillips, 6 Wharton, 571 ; McCrocklin v. McCrocklin, 2 B. Monr. 370; Read v. Beazley, 1 Blaokf. 77; 2 Kent's Comm. 176 ; see Mercein v. People, 25 Wend. 77. Such a deed is no bar to a divorce ; Anderson v. Anderson, 1 Edw. Ch. 380; nor to a claim for alimony. Miller v. Miller, Saxton, 386. It has been generally ruled, that the intervention of a trustee was necessary to validate deeds of separation. Settle v. Wilson, 14 Ohio, 257 ; Carson v. Murray, 3 Paige, 483 ; Tonney v. Sinclair, 3 How. Miss. 324 ; Watkins v. Watkins, 7 Yerg. 283; Simpson v. Simpson, 4 Dana, 140; Carter v. Carter, 14 Sm. & M. 59 ; see 2 Kent's Coram. 176. But in Hutton t). Duey, 2 Barr, 100, an agreement for immediate separation, without the intervention of a trustee, having been acted on, was supported; so (apparently) in Pickett v. Johns, 1 Dev. Eq. 123. As to the subsequent discharge of the articles, see Heyer v. Burger, 1 HofF. Ch. 1; RatoliiT v. Huntley, 4 Ired. R. 545; Huntley v. Huntley, 6 Ired. Eq. 514. 622 OP TRUSTEES FOR MARRIED WOMEN. it has been settled, not without some seeming anomaly of principle, that the court will decree a specific execution of the separate pro- vision made for the wife in the event of separation.(i) It seems to have been considered by Lord Eldon in the case of St. John V. St. John,(Z) that the intervention of a trustee for the wife was essential, in order to give validity to any provisions for her separate maintenance ; and this appears, also, to have been the opinion of Lord Loughborough in the previous case of Legard v. Johnson.(ra) But decisions are not wanting, in which the court has enforced the provisions of a deed of separation, which was made between the husband and wife, only without the interposition of a trustee.(n) And in the recent case of Frampton v. Frampton,(o) the Master of the Rolls (Lord Langdale), appears to have been disposed to recog- nise the validity of a trust for the wife in such a deed without any trustee, (p) However, it is unquestionably more convenient and proper, in cases of separation, that trustees should be appointed, by whom the pro- visions for the wife's separate maintenance may be enforced. And where, as is usually the case, the trustees, in consideration of the separate provision covenant to indemnify the husband against the wife's debts, or her other claims on his property, that will create a valuable consideration, and will support the transaction even against the husband's creditors.(5') But the absence of such a covenant on the part of the trustees, will not invalidate the deed, which, notwithstanding such an omis- sion, will be binding on the husband himself ;(r) although, for want of a proper consideration, it would not hold good against his cre- ditors, (s) It is to be observed, however, that if the provision for the wife (k) Guth V. Guth, 3 Bro. C. C. 614; Barr,100; Read«.Beazley, lBIackf.97; Lord St. John v. Lady St. John, 1 1 Yes. Pickett v. Johns, 1 Dev. Eq. 123.] 526; Worrall v. Jacob, 3 Mer. 256; Q) 11 Ves. 526. Westmeath v. Westmeath, Jac. 126; (m) 3 Ves. 359; and see Worrall ti. Westmeath v. Salisbury, 5 Bligh, 375; Jacob, 3 Mer. 268. Hoare v. Hoare, 2 Ridg. P. C. 268 ; Wil- (n) More v. Ellis, Bunb. 205; Guth son V. Wilson, V. C. E. 12 Feb. 1845. v. Guth, 3 Bro.C. C. 614. [14Sim. 405, aff. Dom. Proo.jSeeSugd. (o) 4 Beav. 294. Law of Prop. 179, '80.] Elworthy v. Ip) Sea 2 Rop. Husb. and Wife, 292. Bird, 2 S.& St. 372; Fraraptont). Framp- (g) Stephens v. Olive, 2 Bro. C. C. ton, 4 Beav. 287 ; see Jones v. Waits, 90 ; Compton v. CoUinson, Ibid. 38 ; 5 N. C. 341 [affirmed, 1 CI. &Fin. 101; W^orrall v. Jacob, 3 Mer. 256; Elwor- 4 Mann. & Gr. 1104]; Cooke v. Wig- thy v. Bird, 2 S. & St. 381. gins, 10 Ves. 191; Seeling v. Crawley, (r) Fitzert). Fitzer, 2 Atk. 5 11; West- 2 Vern. 386 ; Angier v. Angier, Gilb. Eq. meath v. Westmeath, Jac. 126 ; Framp- Rep. 142; Free. Ch. 496; Fletcher v. ton v. Frampton, 4 Beav. 287. Fletcher, 2 Cox, 109. [Battle v. Wil- v. Beazley, 1 Blackf. 98.] son, 14 Ohio, 257; Hutton v. Duey, 3, (s) Ibid. OF TEUSTEES FOR MAKKIBD WOMEN. 623 still rested in agreement on the part of the husband, and there were no covenant by *the trustees, or other valuable consideration, r>ic4oi7-i to support the agreement, it would be a mere WMc^MOT^aciMm, which could not be enforced in equity.(<) But if the trust for the wife be actually created, it is by no means essential that the instru- ment should be formally executed as a deed.(M) It was at one time considered, that provisions for the separate maintenance of a married woman in case of any future separation, might be enforced.(a;) This doctrine, however, is now clearly over- ruled, and it is settled, that the agreement must be for an immediate separation. (y) A covenant by the husband for the payment of an annuity to the wife in case of any separation between them, is within this principle, and cannot be enforced.(3)' In these cases, if a bond or covenant be entered into by the hus- band, with a trustee for the wife to secure her separate provision, the trustee is, of course, the party to sue on the instrument at law for the wife's benefit. But, if he refuse to act without an indemnity, a bill may be filed by the wife by her next friend against the husband and the trustee for the payment of the amount secured. And in such a case, though there is a decree for the plaintiff, the trustee will be entitled to his costs, to be paid by the husband.(a) Where property is vested by a separation deed in trustees for the benefit of the wife, she will not have the same equitable power of disposing of this interest, as in the case of property secured to her separate use, but she will take it with all the disabilities of coverture : consequently, any assignment, or charge, or other disposition execu- ted by her, will be merely void, and must be wholly disregarded by the trustees.(6) It is the duty of trustees for a feme coverte, to protect her inte- rests against her husband ; and if, in neglect of that duty, they (0 Elworthy v. Bird, 2 S. & St. 372. (y) Tidey v. Durant, 7 Price, 577 ; [See, however, Wilson v. Wilson, 14 Hobbs j). Hull, 1 Cox, 445; Westmeath Sim. 405, afF. 1 H. Lds. Cases, 538 ; «.Westmeath, Jao.142. [Aff.Dora.Proc., Sugd. Law of Pr. 179.] Sugd. L. of Pr. 178.] (m) Elworthy v. Bird, ubi supra ; An- (z) Cocksedge v. Cocksedge, 8 Jur. gier V. Angler, Prec. Chan. 496; Head 659, [5 Hare, 397.] V. Head, 3 Atk. 54. (a) Cooke v. Wiggins, 10 Ves. 191; (z) Rodney v. Chambers, 2 East, 297; see Seagrave v. Seagrave, 13 Ves. 439. Hoare v. Hoare, 2 Ridg. P. C. 268; (6) Hyde r. Price, 3 Ves. 437. Chambers v. Caulfield, 6 East, 244. ' But in Waring v. Waring, 10 B. Monr. 331, it was held, that a deed poll in these words, " If my wife M. and myself should ever part, or be separated, or divorced, I will account to her and her heirs for all such advances as may be made to her by her father, F. H.; and in the mean time they are to be kept to her separate use and control," was good. 624 OP TRUSTEES OF FKBEHOLDS. assist the husband in excluding her from the receipt of her property, and refuse to pay and dispose of her income according to her direc- tions, they -will be decreed to pay the costs of a suit, instituted by her to obtain redress, (c) Where property, belonging to the husband, or of which he is the purchase?; by settlement, is vested in trustees, in trust to pay the income to the husband and wife jointly, during their joint lives, the husband alone will be entitled to receive the whole income.((£) And he will be equally so entitled, although he has obtained a separation and divorce, a mensa et thoro, from his wife for adultery, and although the wife has no other means of subsistence. (e) But it would be otherwise where the separation is occasioned by the misconduct of the husband. (/) But if the property of the wife were subject to a similar trust, the r*49Sn husband *would not be entitled to the whole, although the wife were guilty of adultery, and separated from him.(^) And where the wife is entitled to a provision by virtue of a con- tract, whether contained in marriage articles, or in a covenant or deed of settlement, it is clearly settled, that the trust may be en- forced in her favor, notwithstanding her adultery, and although she may be living apart from her husband. (A) And a suit by the trus- tees against the husband for that purpose may be Bustained.({) IX. — OF TRUSTEES OF FREEHOLDS. The powers and duties of trustees of freehold estates have neces- sarily been in a great measure discussed by anticipation in some of the previous chapters of this work ; but it will be convenient here to throw together a few of the most obvious remarks on this subject. As the owner of the legal estate alone can be recognised in a court of law, it is one of the primary duties of the trustee of free- hold estates, to maintain and defend all such actions at law, as are requisite for the assertion or protection of the title.(^) There has been already occasion to consider the right of trustees to the custody of the title-deeds ;(Z) and we have seen, that the trus- tees, having the legal estate, are entitled in general to the custody of the deed of settled property, for the benefit of all the parties benefi- ce) Bagot u Bagot, lO Law Joura. N. 270; Blount v. Winter, lb. 277, n.; S., Chanc. 116. Moore v. Moore, 1 Atk. 276; Seagrave (rf) Duncan'u. Campbell, 12 Sim. 616. v. Seagreave, 13 Ves. 439. (e) Duncan v. Campbell, ubi supra. (i) Blonnt v. Winter, 3 P. Wma. (/) See Duncan v. Campbell, 12 Sim. 277, n. ; Moore v. Moore, 1 Atk. 276. 636. _ (/t) 1 Cruise. Dig. 448, 4th ed. ; ante, (g-) Ball V. Montgomery, 4 Bro. C. C. Pt. II. Ch. III., page 272, and note. 339; S. C. 1 Ves. jun. 191. (/) Ante, Pt. II. Ch. III., and PI. VI. (Ji) Sidney v. Sidney, 3 P. Wras. of this Section, page 272, 284, and note. OF TRUSTEES OF FREEHOLDS. 625 cially interested. (to) And that it will even be a breach of their duty to suffer the equitable tenant for life to obtain possession of the deeds.(n) Although the court will not suffer this right to be abused by the trustees for the mere purpose'of annoying or control- ling the tenant for life, but will order the deeds into court, where such a spirit is shown.(o) A mere dry trustee of course cannot rfe- tain the title-deeds against the beneficial owner. The rights of the trustees to the possession and management of the settled estate, have also been discussed, and we have seen, that that question will be governed materially by the nature of the pro- perty, and of the powers and duties which the trustees are called upon to exercise.(p) Where the trustees are directed to pay annuities or make any other periodical payments out of the estate, it is essential to the due discharge of the trust, that they should have the power of rendering the property productive by leasing it ; and in the absence of any express power, there can be little question but that the trustees with such duties to perform would take an implied power to grant leases at rack rent under the ordinary terms and provisions, regard being had to the nature of the property and the custom of the country. Thus in a case, where real estate was devised to trustees to pay certain life annuities, and subject thereto in trust for certain *indi- |-^ .nn-, viduals for life with remainder over, it was held by Sir J. L -^ Leach, M. R., that the trustees were able to grant valid leases for ten years, (g) However, there can be no question, but that the trus- tees would not be justified in leasing for any term of unusual length, as on building leases, or at any other than rack rent, unless they are expressly authorized to do so by the trust instrument. Where no such payments are to be made by the trustees, their power ,to grant leases is at least very questionable, and could rarely be exer- cised with any safety. If the annuities or other payments, which it is the object of the trust to secure, are not duly paid by the person, who is for the time being beneficially entitled subject to those payments, it will be the duty of the trustees to enter into possession of the profits of the estate, by giving notice to the tenants to pay their rents to them.(r) And where the general duties imposed on the trustees require them to be in the actual possession and management of the property, as where (m) Doe V. Passingham, 6 B. & Cr. (p) Ante, Pt. II. Ch. III. ; and PI. ■ 305; Barclay v. Collett, 4 N. C. 650; VI. of this section. Dunoombe v. Mayer, 8 Ves. 320. (5) Naylor v. Arnitt, 1 R. & M. 501. (n) Evan v. Bicknell, 6 Ves. 174; (r) Jenkins v. Milford, 1 J. & W. see Meaux v. Bell, 1 Hare, 82, 98. 629. (0) See Denton v. Denton, 8 Jur. 388. [7 Beav. 388.] 40 626 OF TRUSTEES OF FREEHOLDS. they are required to exercise a general supervision, and to insure &c., they will be entitled to retain the possession and management to the exclusion of the equitable tenant for life.(«) But if there are no such duties, and the annuities, &c., are regularly paid by the tenant for life, the trustees will not be allowed to disturb him in the receipt of the rents and the management of the estate ; especially where they have acquiesced in his having the management and pos- session for several years.(i) Trustees, wTio are invested with general powers of management, will be justified in laying out money in the repairs and improvement of the property, such as draining, building farm-houses, &c., manur- ing, and other similar works. (m) But without any general authority, or a special power, they would run the risk of having the payments disallowed, if they ventured to make such an application of trust funds.(a!)^ And the position and capacity of the cestui que trusts will con- stitute another ingredient for consideration, in determining the nature and extent of the authority of the trustees. For instance, where the estate is held in trust for a feme coverte or for infants, who are incapable of acting for themselves, the power of management and (s) Tidd V. Lister, 5 Mad. 433. 337; Bowes v. Earl of Strathmoie, 8 (() Denton v. Denton, Rolls. 8 Jurist, Jurist, 92. 388. [7 Beav. 388.] (a;) Bowes u Earl of Strathmore, ubi (u) Fountaine v. Pellet, 1 Ves. jun. supra. [Wykoff d. Wykoff, 3 W. 8e S. 481 ; Green v. Winter, 1 J. C. R. 26.] ' Trustees are authorized to insure, and bound to pay taxes. Burr v. McEwen, 1 Baldw. C. C. 154. Where the trust was to sell the land and pay offincumbrances, &c., and to restore the residue, it was held that the trustee could not be allowed for improvements of the estate, though made bonafide, as in building houses, and mills, clearing lands, making roads, &c. ; but that he was entitled only for necessary expenditures as repairs and the like. The purchase and sale of stock, hay, grain, and farming utensils will not be taken in account of such trust estate. Green v. Winter, 1 Johns. Ch. 26. In Cogswell v. Cogswell, 2 Edw. Ch. 231, where executors held the residuary real and personal property in trust for a contingent remainderman in fee, with remainder over on failure of the contin- gency, and two parcels of the land in trust for A. for life, it was held that they could not in the absence of any express power apply the residuary personal estate to the improvement of the one parcel, which remained in the same con- dition as when devised. But the other parcel in consequence of a municipal improvement had become capable of being leased for a permanent term at a high rent, if warehouses were erected thereon, and the court directed or permit- ted the executors to apply the residuary personal property to the erection of warehouses on the land, charging the tenant for life with 6 percent, interest on the investment, a reasonable allowance for the depreciation of the buildings, and taxes and insurances, by way of deduction from the rents. See also L'Amoureux V. Van Rensselaer, 1 Barb. Ch. 34; Ameri). Downing, 1 Bradf Surr. R.321 ; Wykoff V. Wykoff, 3 W. & S. 481; and as to improvements by guardians, ante 395,note. OF TRUSTEES OF COPYHOLDS. 627 control will necessarily devolve on the trustees for their protection and benefit. (2^) Where it is incumbent on the trustees to receive the rents either for the purpose of accumulation, or for any other purpose directed by the trust, they will be personally liable, if they suffer the tenants to fall into arrear, and a loss be thus occasioned to the estate.(3)^ Where the tenant of an estate became insolvent, and the rent was considerably in arrear, a trustee has been held justified in releasing the debt, and even in giving a bonus in addition to get the tenant out, as it was for the benefit of the estate.(a) X. — OF TRUSTEES OF COPYHOLDS.^ Prior to the passing of the late act for amendment of the Law of Forfeiture *and Escheat (4 & 5 Will. IV. c. 23), there ap- r^^. oa-. pears to have been some risk in vesting copyhold property L -■ in a single trustee, or a small number of trustees. The lord of the manor was not bound by any trust, which he had not consented to, or recognised by entry on the rolls of the manor ;(6) and stewards of manors would very rarely accept any surrender, in which the trusts were noticed. The consequence was, that in case of the death of the sole or last surviving trustee without heirs, or of his attainder or conviction for felony, the estate would have escheated to the lord discharged of the trust.(c) However, that risk is obviated by the act above mentioned, which expressly applies to copyhold as well as freehold property, and does away with the escheat or forfeiture in these cases. And it is also retrospective in its operation. (1/) Tidd tJ. Leister, 5 Mad. 433. Leeds, 2 M. & K. 342; Weaver ?;. (3) Tebbs V. Carpenter, 1 Mad. 290. Maule, 2 R. & M. 97 ; ante, p. 50. (a) Blue V. Marshall, 3 P. Wms. (c) Peachy v. Duke of Somerset, 1 381. Stra. 454 ; Burgess v. Wheat, ubi supra ; (6) Chudleigh's case, 1 Co. 122, a; 1 Scriven, Cop. 483, 3d ed.; Att.-Gen. Burgess v. Wheate, 1 Sir W. Bl. 167; uDuke of Leeds, 2 M. & K. 342; ante, S. C. 1 Ed. 177 ; Att.-Gen. v. Duke of p. 50. 1 A trustee letting a farm originally at a proper rent will not be held personally liable for the difference between that rent, and the rent which at a subsequent period of the tenancy might have been obtained, pierely because he neglected to give notice to quit, a few months after there appeared to be a probability that the price of agricultural produce would enable him with propriety as between landlord and tenant to obtain a higher rent. Ferraby v. Hobson, 2 Phill. Ch. 255. The neglect must be very gross, and approximating to fraud to constitute such omission a breach of trust. Ibid. A trustee is not chargeable for not renting real estate, which was unproductive and unenclosed when it came into his hands, and when the object of the trust was sale and not renting. Burr v. McEwen, 1 Bald. C. C. 154 ; see Griffin v. Macaulay, 7 Gratt. 476. '■^ See the Act for the gradual Emancipation of Copyholds, of 1853. 628 OF TRUSTEES OF COPYHOLDS. On the other hand, in case of the death without heirs, or the at- tainder of the cestui que trust, there will be no equitable escheat in favor of the lord, but the trustees will hold for their own benefit dis- charged from the trust.(d) And although in such a case a court of equity will not interpose against the lord in favor of the heir of the trustee, who claims to be admitted,(e) yet a court of law will compel the lord to admit the heir, in order that he may try his title.(/) ' However, where the trusts have been actually consented to ly the lord, and are entered on the rolls of the manor, it might possibly be a question, whether the lord might not have an equity to treat the trustee as holding for his benefit upon the failure of the cestui que trusts.{g) The trustees in whom the legal estate is vested, are regarded by the lord as the real tenants for the performance of the feudal services. It follows, therefore, that the customary fines and heriots will. become due on the alienation or death of trustees, and not of the cestui que trusts.ih) In case of there being several co-trustees, who are joint tenants, no heriot is due until the death of the last survivor.(i) Where there is a large number of trustees, as frequently happens in charity cases, the following rule has been laid down for estimating the amount of the fine on admission, viz., to take for the second life half the sum taken for the first, and for the third, half of what was taken for the second, and so on.(^) The amount of the fines and other expenses necessary for the pre- servation and continuance of the estate, must unquestionably be raised out of the corpus of the trust property. And this may be ef- fected by sale or mortgage, if necessary, unless it appears from the trust instrument that such a mode of raising the requisite funds was not intended. This subject, and also the relative liabilities of the cestui que trusts for life and in remainder, *will be con- L J sidered at length in discussing the analogous case of the re- newal of leasehold interests. (^) And so where the copyholds are for lives, the duty of the trustees to preserve the estate by continued renewals on the expiration of any of the lives, is precisely similar to that of trustees of leaseholds for lives, which will also be presently considered.(m) Again, where the copyholder for the time being has the preference (d) Ante, p. 269. (i) Cora. Dig. Copyhold, K. 24; \ (e) Williams D. Lord Lonsdale, 3 Ves. Scriven, Cop. 447, 3d ed. 756. (i) Wilson v. Hoare, 2 B. & Ad. 350; C/) Rex V. Coggan, 6 East, 431. 1 Scriven, Cop. 389, 3d ed. \g) See 1 Scriven, Cop. 485, 3d. ed. {I) Vide post [Trustees of Lease- Ih) Trin. CoU. u. Brown, 1 Vern. 441 ; holds]. And Playters v. Abbott, 2 M. & Carr v. Ellison, 3 Atk. 73, 77; Earl of K. 97. Bath V. Abney, 1 Dick. 260; 1 Scriv. (;n) Ibid. Cop. 416, 3d ed.; ante, p. 269. OF TRUSTEES OF COPYHOLDS. 629 of renewing a copyhold held on lives, and a trustee of the copyhold puts in a new life for his own benefit, he will be held to take the renewed estate upon the original trusts, in the same manner as a trustee of leaseholds, who effects a renewal under similar circum- stances. (n) The court rolls are the title-deeds of copyholds, and a purchaser is only bound to look at them in his examination of the title. (o) Con- sequently, where the admission of trustees is absolute, without refe- rence to any trust, it would be very miich in their power to dispose of the property to a purchaser for valuable consideration, without the latter's receiving any notice of the trust. And in that case the title of the purchaser would prevail against that of the cestui que trusts. And this risk would be proportionably increased where there is only a single trustee. To obviate this danger, the admission should always notice, that the trustee is admitted on the trusts of the deed (stating the date and parties), or of the will, by which the trusts are created. Such a notice of the trust instrument will be quite suf- ficient, without stating the trusts at length ; and a purchaser taking from the trustee, will in that case be affected with constructive notice of all the trusts contained in the instrument referred to.(p) Such a notice is also binding on any claim by the lord by escheat, (g') The stewards of manors very generally object to entering the particular trusts of an instrument on the rolls, upon the somewhat absurd ground that the lord would in that case be involved in any breach of trust committed by the trustee. But no such objection could possi- bly be made to admitting the notice of the trust instrument in the manner suggested above. Where the trustees of copyhold property are not put into posses- sion of the legal estate by admission, they should cause the instru- ment creating the trusts to be entered or noticed on the rolls of the manor, in order to protect their cestui que trusts from any improper disposition which the owner of the legal estate might otherwise have it in his power to make. Any loss occasioned by the neglect of this precaution, would in all probability be visited personally on the trustees. Trustees ordinarily have no authority to effect an enfranchisement of copyholds, unless an express power for that purpose be conferred upon them by the trust instrument. For such an act would operate to change the nature of the estate, and would interfere with the rela- tive interests of the persons beneficially entitled. However, by the recent act for facilitating the enfranchisement of copyholds,(r) in (n) Ibid. (5) Weaver v. Made, 2 R. & M. 97. (0) Pearce v. Newlyn, 3 Mad. 188. (r) 4 & 5 Vict. c. 35. Ip) Pearce v. Newlyn, 3 Mad. 186. 630 OP TRUSTEES OF LEASEHOLD'S. case of the disability of any person beneficially interested in a copy- hold, the trustees are empowered to proceed in enfranchising the property instead of the cestui que trust. [*432] *XI. — OF TRUSTEES OF LEASEHOLDS. In discussing the duties of trustees for tenant for life, we have seen that where part of the settled property consists of leaseholds or other wasting securities, it is in general the duty of trustees to dispose of those perishable interests, and invest the proceeds in the three per- cents. for the benefit of all the cestui que trusts equally.(s) However, it has been also stated, that the rule does not apply, where there is a specific gift of the leasehold or other perishable property ; for then the tenant for life would be entitled to enjoy the income in specie, as long as it lasts ;[t) the same rule applies to settle- ments hy deed of similar property. A trustee, in whom a leasehold interest becomes vested by devise or assignment, is liable as assignee to the performance of the cove- nants during the continuance of his interest. But unless he is also the executor of the lessee, or has bound himself by a personal cove- nant to the observance of the covenants in the lease, his liability will continue only as long as he retains possession ; and upon the assign- ment of his interest, he will be exonerated from all responsibility,(M) excepting such as may have been already incurred by a breach of covenant committed during the continuance of his possession. (a;) And in this respect a trustee differs materially from the executor of a les- see, who in respect of the privity of estate will continue liable to the lessor on the covenants in the lease notwithstanding his having assigned the lease.(2/)(l) A person, therefore, who is both executor and trustee, or a trustee only, who has bound himself personally to the performance of the covenants in a lease, will be entitled to an indemnity from the cestui que trusts of the rent and covenants, before he can be required to (s) Ante, PI. VI. of this section. 2 Ventr. 228 ; Taylor v. Shum, 1 Bos, [page 386, and notes.] & Pull. 21 ; Rowley v. Adams, 4 M. (t) Ibid. & Cr. 534 ; 1 Fonbl. Eq. 361, 2. (w) Onslow V. Corrie, 2 Mad. 330, {x) Treveleu. Coke, 1 Vern. 165. 340 ; see Valiiant v. Diomede, 2 Afk. {y) Brett v. Cumberland, Cro. Jac. 546 ; Pitcher v. Toovey, 1 Salk. 81, and 521, 522 ; 2 Wms. Exors. 1074, et. seq. (1) Where the leasehold interest is the source of loss to the trust estate, the rent being greater than the value, it is the duty of the trustees to get rid of the liability to pay the rent by assigning the lease, and they have been held per- sonally responsible to the cestui que trusts for omitting to do so. Rowley «. Adams, 4 M. & Cr. 534. OP TRUSTEES OF LEASEHOLDS. 631 assign over the legal estate.(e) And it is immaterial that the trus- tees may never have been in actual possession of the estate, (a) It is still somewhat unsettled, how far it is incumbent on trustees of beneficial leases to renew them at the usual periods, where no posi- tive trust to renew is contained in the trust instrument.(6)(l) However, where a leasehold estate is settled in trust for life with remainders over, it will, in general, be intended, that the settlor must have regarded this as a continuing interest, which was to be preserved for the benefit *of all the objects of the trust includ- p^^qq-i ing the remaindermen ; and though there may be no express ■- -^ direction to renew, it will be the duty of the trustees to preserve the estate for the benefit of the parties in remainder by renewing at the usual periods.(c) On the same principle where the trustees are invested with a dis- cretionary power of renewing, they will not in the exercise of that discretion be permitted to destroy the estate confided to them by neglecting to renew. Thus in Lord Milsington v. Mulgrave,(ci) it was provided by a settlement of leasehold estates held of the dean and canons of Windsor, that it should be lawful for the trustees from time to time, as occasion should require^, and as they should thinh ^proper," during the continuance of the trusts, to apply for renewal, and to do their endeavors to renew the leases. Part of the trust estate consisted of a renewable leasehold for an original term of twenty-one years. The' trustees neglected to renew this lease at the usual period for renewal, and there were only six years of the term to run. The bill was filed by the parties entitled in remainder after an estate for life, praying that the trustees might be directed to renew, and to pay the fines. A general demurrer to this bill was overruled by the Vice-Chancellor (Sir J. Leach). And upon the hearing on the merits, his Honor declared, that the tenant for life and the trustees must procure an immediate renewal to make up such a term as would have been then subsisting, if the renewal had been regularly made. " It could not be intended," said his Honor, " that (2) Simmons v. BoUand, 3 Mer. Ves. 428; White?;. White, 4 Ves. 33; 547 ; see Marsh v. Wells, 2 S. & St. 90. Milsington v. Mulgrave, 3 Mad. 491 ; (a) Cochrane v. Robinson, 11 Sim. 5 Mad. 471; Hulkes v. Barrow, Taml. 378. 264; Lock v. Lock, 2 Vera. 666; Lord (6) See O'Ferrall v. O'Ferrall, Eep. Montfort i). Lord Cadogan, 17 Ves. 448; temp. Plunk. 79; Lawrence v. Maggs, 19 Ves. 638. 1 Ed. 353. {d) Milsington v. Mulgrave, 3 Mad. (c) Verney v. Verney, Ambl. 88, 1 491 ; S. C. 5 Mad. 471. (1) Where an executory trust is created by marriage articles for the settletnetit of renewable leaseholds in strict settlement, the court in executing the articles will cause directions for renewal to be inserted. Graham v. Lord Londonderry, 3 Bro. C. C. 246, cited ; Pickering v. Vowels, 1 Bro. C. C. 197. 632 OF TRUSTEES OF LEASEHOLDS. the trustees should have a discretion, whether they would or would not renew. They were appointed for the purpose of protecting future interests, and could not abandon them. The expression ' it should be lawful for them,' meant only that it should be lawful as against the party in possession, and out of his rents and profits to pay the expenses of the renewal. "(e)' A fortiori the duty of renewal at the regular periods will be bind- ing on trustees, where an express trust is created for that purpose.(/) But the trustees will not be liable for their neglect of an express trust to renew, where the trust cannot be carried into effect owing to its illegality : — as for instance, where certain rents of other pro- perty were directed to be accumulated by the trustees until the lease- holds to be renewed were nearly expired, and the trust was thus extended beyond the period allowed by the rules of law against per- petuity — it was held that the trustees could not renew in the manner directed by the trust, and therefore that they were not responsible for their neglect to make the renewal.(^) In the absence of any express trust to renew, this duty may be implied from any expressions used by the settlor, or from the general scope of the trust instrument. For instance where a testator devised a college lease to his wife for life with remainder to her son, and directed her to pay an annuity to the son during her life, it was con- sidered that the testator *necessarily contemplated the con- L J tinuance of the lease during the wife's life, and that she was therefore bound to renew.(^/ (e) 5 Mad. 472. 238; Bennett v. CoUey, 5 Sim. 181 ; 2 (/) Montfort v. Cadogan, 17 Ves. M. & K. 225. 485 ; 19 Ves. 635, and 2 Mer. 3 ; Cole- (g-) Curtis v. Lukin, 5 Beav. 147. grave v. Manby, 6 Mad. 72 ; 2 Russ, {h) Lock v. Lock, 2 Vern. 666. ' So in Mortimer v. Watts, 9 Eng.'L. & Eq. 126, where leasehold premises, held for lives, were bequeathed to trustees on trust, out of the rents and profits to pay and perform the rent and covenants; and if they thought it advantageous, that they should endeavor to effect renewals of the subsisting leases, or any of them, as they should think proper; and if they in their discretion should think ft or expedient, but not necessarily or peremptorily, effect and keep on foot insurances on the lives of the cestuisque vie, or any of them, and should effect such insurances in such sums as in the opinion of the trustees should be sufficient to enable them ■whenever a life dropped to effect a renewal, and should set off the rents and profits, or by mortgage thereof, or of any part thereof, raise money to effect the renewal of the leases so often as advisable ; it was held that it was the impera- tive duty of the trustees to renew if reasonable terms could be obtained; that they were not to sacrifice the tenants for life to those in reversion ; that they had a discretion to exercise in order to keep the estate in its present condition ; that the trustees had a discretion to raise money by insuring lives out of the rents and profits or by mortgage, and were bound to exercise that discretion. ^ On a devise of successive interests in leases for lives or years, where the testator directs that the leases are from time to time to be renewed, without more, OE TRUSTEES OF LEASEHOLDS. 633 And in a recent case, where leaseholds were devised to trustees in trust for A. for life, subject to the rents, &c., reserved and contained or to he reserved and contained in the present or future leases, and to all taxes, fines, and expenses attending the premises ; the duty of renewing the leases was held to be necessarily implied by those di- rections.(i) Where a trust for renewal is clearly created, the trustees will be personally responsible to the cestui que trusts for any loss occasioned by their neglect to renew at the proper time. Thus if the lease be afterwards renewed by the remainderman at an increased fine, the trustees will be decreed to repay to the remainderman the amount of what he may have laid out in procuring the renewal,(^) or if neces- sary they will be decreed to renew at their own expense for his benefit.(Z) But if the tenant for life have enjoyed the benefit of the non-re- newal by receiving the full amount of the rents and profits, during his life, the trustees in their turn will be entitled to recover from his personal estate the amount that they had been compelled to pay.(m) And if there are two successive tenants for life, the proportions in which their respective estates will be liable to contribute to this re- (i) Hulkes v. Barrow, Taml. 264. ferred to the Master to settle a proper (A) Montfort'u. Cadogan, 17 Ves. 485; amount. Colegrave i). Manby, post. 19 Ves. 635; 2 Mer. 3. But if the fine (0 Milsington v. Mulgrave, 3 Mad. so paid be unreasonable, it will be re- 491 ; 5 Mad. 472. (m) 2 Mer. 3; 19 Ves. 635. the fines and expenses of renewal are to be borne by the tenant for life and remainderman, or parties successively entitled, in proportioii to their actual enjoyment of the estate, and not in proportion to an extent of enjoyment to be determined speculatively, or by a calculation of probabilities. There is no difference in the rule as to the apportionment of fines for renewal, between the devisees of successive interests in the estate, whether the leases are for lives or for years. If the testator provides a specific fund for the renewal, or directs that the renewals shall be raised or borne by the parties in a certain manner, or in cer- tain proportions, such direction supersedes the general rule ; but if trustees, hav- ing power to direct the manner in which the fines shall be raised, do notexercise the power, the court will pursue the general rule which would be adopted in the absence of any direction as to the manner of proceeding for fines. Where the tenant for life pays the whole fine on renewal, he will have a lien on the estate for the proportion which shall ultimately appear to be chargeable on the remainderman, or parties entitled in succession, and where the remainder- man renews, or the renewal is effected by means of a mortgage of the estate, the tenant for life may be required to give security to the remainderman for a proportionate part of the fine, calculated upon the assumed duration of the life interest ; and if that interest should endure longer than such assumed period, he may be required to give further security, without prejudice, in either case to the actual amount, which, at the determination of his interest, shall appear to be his due proportion of the fine. Jones v. Jones, 5 Hare, 440; 10 Jur. 516; see Stone v. Theed, 5 Hare, 451, note (a). 634 OF TRUSTEES OP LEASEHOLDS. payment to the trustees will depend, not on the duration of their re- spective possession, but on the proportions in which they would actually have suffered a diminution of income, in case the rents had been properly applied towards the renewal. (n) However, a purchaser from the tenant for life is not liable to ex- onerate the trustees in such a case, though he purchased with notice of the settlement, unless the deed of assignment to him expressly noticed, that the interest of the tenant for life was subject to the trust for renewal, (o) The same principle will be also applied, where a tenant for life of a beneficial lease is expressly directed to renew ; and in such a case, if the tenant for life omit to renew at the regular period, and the ex- penses of the renewal be consequently borne by the remainderman ; or a fortiori if the lease be lost by the neglect to renew, the party entitled in remainder will be entitled to compensation out of the estate of the tenant for life.(p) But if the remainderman effect a renewal of the lease after the death of the tenant for life at an exorbitant and. unreasonable fine, the estate of the tenant for life will not be bound by the amount which the remainderman may have chosen to pay, but it will he re- ferred to the Master to determine on the reasonable amount which ought to have been paid for the renewal. (§') The same principle ap- plies equally to trustees for renewal. The lessor, however, is not compellable to renew, unless there is a covenant or undertaking on his part to that effect ; although the r*4S'il t^'^^'^^'s *right of renewal is so generally acted upon by eccle- siastical and other'corporations, that it has become an interest recognised by the court.' If, therefore, a renewal become imprac- ticable, either from the direct refusal of the lessor, or from his de- manding such terms as could not be conceded with benefit to the trust estate, the obligation to renew will no longer be incumbent on the trustees, (r) However, in such a case, if there be an express trust for the re- newal of the lease, the tenant for life will not be suffered to reap the exclusive benefit of the non-renewal : for the interest minus the ex- penses of renewal is all that is given him, and the remainderman will not be deprived of the benefit of this exception, which was expressly (fi) 2 Mer. 3. (g) Colegrave v. Manby, 6 Mad. 87; (o) 19 Ves. 641. S. C. 2 Russ. 238. Ip) Colegrave v. Manby, 6 Mad. 72 ; (r) Colegrave v. Manby, 6 Mad. 82, 2 Russ. 238; Bennett v. CoUey, 5 Sim. 83 ; Tardiff i;. Robinson, lb. 83, note. 181; and 2 M. & K. 225. ' Phyfe V. Warden, 5 Paige, 268, where such an interest was held to be the subject of a contract of sale. See Monro v. Taylor, 1 1 Engl. L. & Eq. 181. OP TRUSTEES OP LEASEHOLDS. 635 reserved for his advantage out of the previous particular estate, (s) In those cases, therefore, where It Is impracticable to renew, a sum equal to that usually paid on renewal should be raised by the trus- tees from the estate, and invested for the benefit of the cestui que trusts generally, including those entitled in remainder.(if)(l) Where the trust is simply to renew the leases, when requisite, and no direction is given as to the mode in which the fine and other ex- penses of renewal are to be raised, it seems, that the trustees will take the power of selling or mortgaging the estate for that purpose.(M) And it has been decided, that a direction to raise the fine, &c., out of the rents and profits, will authorize a sale or mortgage by the trus- tees ; for it will not be intended, that the testator meant to confine the fund for renewal to the annual rents and profits, unless that be expressly declared or necessarily implied by the will. (a;) And it is immaterial that the trust is expressed in the alternative to raise the requisite sum out of the rents and profits, or by sale or mortgage. («/) But if the testator have expressly declared, that the expenses of renewal shall be raised out of the annual rents and profits, or if the intention so to confine the trust be otherwise sufficiently manifest, the trustees will be restricted to that fund only. (2) In Milles v. Milles(a) the term "rents and profits" was considered to mean annual rents, from the circumstances of the estate, which was *usually renewed every year. So in Stone v. Theed,(6) a tes- r^^ofj-i tator, after directing his trustees to ' renew the leases from (s) Colegrave v. Manby, 6 Mad. 87 : 1 Atk. 505 ; but see Shaftesbury v. Marl- Bennett V. CoUey, 2 M. & K. 231. borough, 2 M. & K. 121. {t) Colegrave v. Manby, 6 Mad. 72 ; (y) Playters v. Abbott, 2 M. & K. 97, 2 Russ. 238 ; Bennett v. CoUey, 5 Sim. 103; Greenwood v. Evans, 4 Beav. 44; 181; 2 M. & K. 225. sed vide Garmstone v. Gaunt, 9 Jurist, («) See Meynell v. Massey, 2 Vern. 78. [See Mortimer v. Watts, 9 Engl. L. 1 ; ante, PI. IV. of this section. In Allan & Eq. 126.] V. Backhouse, Sir Thos. Plumer puts (2) Stone ■y.Theed, 2 Bro. C. C. 243; trusts to raise portions, and renewal Milles v. Milles, 6 Ves. 761; Earl of fines on the same footing. 2 Ves. & B. Shaftesbury v. Duke of Marlborough, 2 75; see Buckeridge v. Ingram, 2 Ves. M. & K. 122; see Anon. 1 Vern. 104; jun. 666; Earl of Shaftesbury v. Marl- Allan v. Backhouse, 2 V. & B. 77; vide borough, 2 M. & K. 121. supra, PI. IV. of this Section, page 367, (a:) Ivy v. Gilbert, 2 P. Wms. 13; and p. 355. Free. Ch. 583; Allan v. Backhouse, 2 (o) 6 Ves. 761. V. & B. 65; Jac. 631 ; Green v. Belcher, (6) 2 Bro. C. C. 243. (1) In Tardiffu. Robinson, which is stated in the note to 6 Mad. 83, a crown lease was settled in trust for one for life, and there was a trust to reserve a fund out of the rents for the purpose of renewal. The renewal of the lease became impracticable, and it was decided, that the trust of the reserved fund ceased for the sole benefit of the tenant for life. But this decision must be considered as overruled by the authorities cited in the text. 636 OP TRUSTEES OP LEASEHOLDS. time to time, empowered them to invest the overplus of the rents, and it was held by Lord Thurlow, that the renewal expenses were^to be raised out of the annual rents, on the ground that the direction as to the investment of the surplus rents showed that such was the testa- tor's intention. In the late case of Shaftesbury v. Duke of Marl- borough,(e) a trust to renew out of the " rents, issues, and profits," was held by Sir J. Leach, M. E., to be confined to the " annual rents," on the authority of Stone v. Theed in opposition to Allan v. Backhouse. In the recent case of Garmstone v. Gaunt, there was a devise of leaseholds for lives to trustees in trust to renew ly and out of tJie rents and profits, or otherwise ; and Vice-Ohancellor Bruce was of opinion, that this trust authorized a mortgage, hut not a sale, of the leaseholds, although the mortgagee might afterwards procure a sale.(cZ) On the whole, the effect of a trust to renew out of " rents and profits," generally is left in a very unsatisfactory state by the autho- rities, and can only be finally determined by future judicial decision. Where the leases are for lives, and the settlor has created no express fund for their renewal, the court has sanctioned the plan of insuring the lives of the cestui que vie to an amount sufficient to cover ,the usual expense of renewing on the dropping of a life. And in such cases the annual premiums on the policy of insurance must be paid out of the income of the estate ;(e) (1) the trustees, therefore, would doubtless be justified in having recourse to this mode of effect- ing the renewal of their own authority ; and it may be remarked, that it has one peculiar recommendation, viz7, that of obviating the diffi- culty of adjusting the relative liabilities of the tenant for life, and remainderman to contribute to the expenses of the renewal. (/) The periods of renewal of leaseholds and copyholds held on lives, are necessarily uncertain: consequently the power of the trustees to raise the fines, &c., by sale or mortgage, will be more readily implied than where the trust estate consists of leaseholds for years. For, with respect to the latter, the times of renewal are known and certain, and the trustees may retain annually a portion of the rents from the tenant for life, in order to form a fund for renewal.(^) (c) 2 M. & K. Ill, 121. wood V. Evans, 4 Beav. 44; sed.vide {d) Garmstone v. Gaunt, 9 Jurist, 78. Grantley v. Garthwaite, 6 Mad. 96. [1 Coll. 581.] (/) See Greenwood v. Evans,4Beav. (e) Earl of Shaftesbury v. Duke of 46. Marlborough, 2 M. &K. 124; Green- {g) Earl of Shaftesbury v. Duke of Marlborough, 2 M. & K. 121. (1) However, in one case, where the amount of the renewal fine was directed to be raised by sale or mortgage. Sir J. Leach, V. C, held that he had no au- thority (o decree an insurance of the life of the cestui que vie, and a mortgage being impracticable, his Honor directed an absolute sale. Grantley v. Garth- waite, 6 Mad. 96. OF TRUSTEES OF LEASEHOLDS. 637 It has also been held, that a mortgage for raising the required amount will be more proper than an absolute sale.Qi) Where the amount of the renewal fine is raised out of the corpus of the estate, it frequently becomes a matter of considerable diflSculty to *arrange the relative liabilities of the tenant for life, and in remainder to contribute to' its discharge. («') The tenant [*437] for life is clearly bound to keep down the interest of this as of other charges,(7(;) but the difficulty is to determine whether he is also bound to pay any, and if any, what proportion of the capital. The old rule was, that the tenant for life should contribute one- third of the principal in addition to keeping down the interest. (Z) But this being considered unreasonable, was soon altered, and the doctrine of the court, both as to leaseholds for lives and for years, unless it be controlled by any direction of the settlor, now is, that the contribution of the tenant for life shall be in proportion to the benefit derived by him from the renewal ; and it will be referred to the Master to ascertain and settle this proportion. (wi)' However, an exception to this rule has been established, where the lease is on lives, and the tenant for life is himself one of the lives, on which the lease depends. Por in that case, it is obvious, that the tenant for life would derive no benefit from the renewal, and there- fore he will not be liable to contribute to the expense of efi'ecting it.(w) Lord Hardwicke was of opinion that this exception would apply, whether the legal estate in the lease was vested directly in the tenant for life, or in trustees for him ;(o) although Lord Alvanley seems to have entertained some doubt on this latter point. (^) But where there is an express direction by the settlor, that the- leases should be constantly renewed by the trustees, it is conceived that the tenant for life, who was so situated, could not successfully urge the exception in question in opposition to his liability to a proportion of the renewal expenses. (A) Garmstone v. Gaunt. 9 Jurist, 78 C. 440 : White v. White, 4 Ves. 33; 9 [1 Coll. 581] ; see Playters v. Abbott, Ves. 554; Allen v. Backhouse, 2 V. & 2 M. & K. 104. B. 79 ; Playters v. Abbott, 2 M. & K. (i) Greenwood v. Evans, 4 Beav. 46. 108, 9 ; Randall v. Russell, 3 Mer. 190 ; Ik) White V. White, 4 Ves. 33; 9 Earl of Shaftesbury v. Duke of Marl- Ves. 562 ; Allan v. Backhouse, 2 V. & borough, 2 M. & K. 121 ; Greenwood ■;;. B. 79; Playters v. Abbott, 2 M. & K. Evans, 4 Beav. 44, 48. 110. . (n) Verney u. Verney, Ambl. 88; 1 (/) Verney v. Verney, Ambl. 88; S. Ves. 428; White u. White, 4 Ves. 33; 9 C. 1 Ves. 428; White v. White, 4 Ves. Ves. 561. 33; 9 Ves. 554; Graham v. Lord Lon- (o) 1 Ves. 429. donderry, 2 Bro. C. C. 246, cited. (p) 4 Ves. 33. (to) Nightingale v. Lawson, 1 Bro. C. ' See ante, p. 395, note. 638 OF TRUSTEES OF LEASEHOLD^. It is almost unnecessary to state, that the general rule of the court, as to the mode of raising the renewal fines, and the contri- bution of the tenant for life, -vvill be controlled by the intention of the settlor, as it is to be collected from the trust instrument. (g') And upon this principle, -where a testator had expressly created a particu- lar fund for the renewal of a lease, it was held that the tenant for life could not be called upon to contribute to the expenses of re- newals ultra the reserved fund.(r) And in another case, where a tes- tator authorized a sale or mortgage to raise the renewal expenses, and then added a direction for the trustees to pay the clear rents of the premises to A., subject to the annual interest or deduction to be occasioned by the sale or mortgage, the tenant for life was held not liable to contribute to the discharge of any part of the principal of the debt.(s) r*4^81 *^° ^^ *^® other hand, if the testator have clearly shown a,n mtention, that the interest of the particular tenant for the time being should be solely liable to the expenses of renewals, that intention will be enforced in favor of the remainderman against the tenant for life. For instance, where the first trust declared is, that the trustees out of the rents and profits shall from time to time renew as occasion may require, and the estate is limited in strict set- tlement, subject to that trust. The trust for renewal overrides all the subsequent beneficial interests, which cannot take effect until it is performed, and the expense of renewing will, therefore, be considered an incident to the estate, which is, from time to time, to fall upon the party in possession under the will ; and the tenant for life will have no claim for contribution against the parties entitled in remain- der, (t) However, it has been already stated, that a direction to raise the requisite amount out of the rents and profitSj'yfiW not of itself be sufficient to throw the charge exclusively on the tenant for life ; although such will be the result where the charge is confined ex- pressly or by implication to the annual income of the property.(M) Upon the whole it will be seen, that the authorities are so doubtful both as to the mode of raising the expenses of renewal, and the re- lative liabilities of the tenants for life and in remainder to bear or contribute to those expenses, that a trustee could rarely be advised to take upon himself the responsibility of deciding those questions. And if any such should arise in practice, and they are not clearly (g) Playters v. Abbott, 2 M. & K. (s) Playters ij. Abbott, 2M.&K. 110. 109; Earl of Shaftesbury v. Duke of («) Earl of Shaftesbury v. Duke of Marlborough, Id. 119. Marlborough, 2 M. & K. Ill, 122, (r) White v. White, 4 Ves. 24; 9 (u) Milles u. Milles, 6 Ves. 761; see Ves. 554; and see Stone v. Theed, 2 Anon. 1 Vern. 104; Stone ii. Theed, 2 Bro. C. C. 243. Bro. C. C. 246, vide supra. OF TRUSTEES OF LEASEHOLDS. 639 contemplated and provided for by the trust instrument, the trustees could only act with safety under the direction of the court. A trustee who renews a lease in his own name, and enters into covenants for repairs, &c., is entitled to be indemnified against a breach of such covenants out of the assets of the cestui que trust. {x) On the principle, that the right of renewing a beneficial lease is an interest which will be recognised and protected by the court for the benefit of the trust estate, the trustees will have a title to com- pensation for the loss of that right, in case they are deprived of it by the act of a third party. Thus, in a recent case, where the re- newal of a church lease held in trust was rendered impossible from the property being required for the purposes of an act of parliament, the trustees were authorized by the court to take steps for obtaining the insertion of a clause in the act, giving them compensation for the loss.(y) Trustees of leaseholds cannot renew in their own names for their own benefit; but if any renewal be made, the new lease will be held on the same trust as the old one.(3)* And this doctrine is founded on the general equitable principle, that a trustee shall not be allowed to take advantage of his position to obtain any personal advantage to himself out of the trust estate. (a) And it is immaterial, that the lessor had positively ^refused to renew for the benefit of the r:|:4qQ-| cestui que trust, from some personal objection to him, before the trustee obtained the renewal for himself.(6) The same rule also applies to tenants for life, or other persons — such as tenants in common, or partners — having a particular estate in a renewable lease : all such persons will be trustees of any new lease, obtained by them for those entitled in remainder.(e) But the {x) Marsh v. Wells, 2 S. &St. 90. (6) Keech v. Sandford, Sel. Ca. 61 ; iy) Jones v. Powell, 4 Beav. 96. Fitzgibbon v. Scanlan, 1 Dow. 269. (?) Keech v. Sandford, Sel. Ca. Ch. (c) Palmer v. Young, 1 Vem. 376 ; 61 ; [1 Lead. Cas. Eq. 47, 54, and Am. Taster v. Marriott, Ambl. 658 ; Rawe v. note;] Holt v. Holt, 1 Ca. Ch. 190; Chichester, Ambl. 715; Pickering v. Rawe v. Chichester, Ambl. 719; Griffin Vowles, 1 Bro. C. C. 197; Fitzgerald ^j. V. Griffin, 1 Sch. & Lef. 352; James v. Raynsford, 1 Ball & B. 37, n.; Eyre v. Dean, 11 Ves. 392 ; 15 Ves. 236 ; Fitz- Dolphin, 2 Ball & B. 290 ; Featherston- gibbon V. Scanlan, 1 Dow. P. Rep. 269; haugh v. Fenwiok, 17 Ves. 298; Ran- Killick V. Flexney, 4 Bro. C. C. 161; dall v. Russell, 3 Mer. 196, 197; Tan- Parker'U. Brooke, 9 Ves, 583. ner v. Elworthy, 4 Beav. 487 ; Giddings (a) James ^. Dean, 11 Ves. 392; Nes- d. Giddings, 3 Buss. 241. [Vanhorne v. bitt V. Tredennick, 1 Ball & B. 29. Fonda, 5 J. C. R. 388 ; Smiley v. Dixon, 1 Pa. R. 439, 1 Lead. Cas. Eq. 56, Am. n.] ' See post, page 539, n. (a) ; Holdridge v. Gillespie, 2 J. C. R. 33 ; Galbraith v. Elder, 8 Watts, 81 ; Fisk v. Sarber, 6 Watts &Serg. 18 ; McClanachan v. Hender- son, 2 A. K. Marsh. 388; case of Heager's Exr's, 15 S. & R. 65. 640 OF TKUSTBES OF ADVOWSONS. rule will not \)e extended to a quasi tenant in tail or the original lease. (d) In all these cases, however, the parties who seek to enforce the trust of the renewed lease, will not be relieved, except on the terms of repaying to the trustee, or other person, renewing the sums ex- pended by him in obtaining the renewal, or a due proportion of them, in the case of a tenant for life.(e) In an early case, a trustee for a lunatic was discharged from the trust for taking a renewal of a lease for himself.(/) A trustee, or tenant for life, of leaseholds, who renews, and him- self pays the fines and other expenses of renewal, will have a lien on the estate for the amount ; or, in the case of a tenant for life, for a proper proportion of the amount, with interest.(5r) XII. — OF TRUSTEES OP ADVOWSONS, AND PRESENTATIONS TO ECCLESIASTICAL BENEFICES. It has been already stated, that the legal right to present to a benefice is vested in the trustees having the legal estate in the ad- vowson ; but the right of nomination belongs, in equity, to the ces- tui que trusts, whose nominee the trustees will be bound to pre- sent. (A) Where the trusts of the advowson are expressly declared, no question can arise as to the relative rights of the trustees and ces- tui que trusts. And it may be observed, that if a testator make a general disposition of the whole beneficial interest in his real estate, the right of nominating to a benefice on a vacancy will pass by that gift, though it is not expressly included in it. For instance, where there was a devise of manors, lands, &c., to a trustee to receive the rents, issues, and profits, and dispose of the same for the benefit of A., it was held, that an advowson passed by the devise, and a sale of the next presentation by the trustee, by the direction and for the benefit of A., was established, to the exclusion of the testator's heir- at-law, who claimed to be entitled by resulting trust for want of an express disposition.(i) And even if no trust of the devised estate be expressly declared, yet if the devisees take the legal estate in the character of trustees (d) Blake v. Blake, 1 Cox, 266. (ft) Ante, p. 261 ; Att.-Gen. v. Forster (e) See James v. Dean, 11 Ves. 396 ; 10 Ves. 328 ; Att.-Gen. v. Newcombe, Randall v. Russell, 3 Mer. 196. 14 Ves. 8; Att.-Gen. v. Parker, 3 Atk. (/) Ex parte Phelp, 9 Mod. 357. 577 ; Martin v. Martin, 12 Sim. 579. Ig) Holtu. Holt, 1 Ch. Ca. 190; Rawe (i) Earl of Albemarle v. Rogers, 2 V. Chichester, Ambl. 715, 720 ; Kemp- Ves. jun. 477 ; S. C. 7 Bro. P. C. 522. ton V. Packman, 7 Ves. 176, citefl. OF TRUSTEES OF ADVOWSONS. 641 only, they *will not be allowed to take the right of presen- r+n^rt-i tation, as a benefit undisposed of, for themselves (though it -' is one of no pecuniary value), but that right 'will result as fruit undis- posed of to the heir-at-law. (A) In the late case of Martin v. Martin,(Z) a testator devised an advowson and all other his real estates, and also his personal estate, to trustees in trust to pay the " rents, dividends, interest, and annual income" of his real estates, until sold as after directed, and of his personal estate to his sister, until she should have a child, and then in trust for her children or child who should attain twenty-one, and if she should have no such child, then in trust after her death for the trustees, their heirs, &c. He then directed the trustees to sell the advowson and other real estates with all convenient speed after his death, and to stand possessed of the proceeds upon the trusts before declared. There was also a power for the trustees to apply the " rents, dividends, interest, and annual income" of his real estates, until sold, for the maintenance of the sister's children during their minorities, and a direction that the surplus "rents, &c." should be invested and accumulated. The testator was the incumbent of the living, of which the advowson was so devised, and it consequently became vacant by his death, and could not be sold according to the trust. His sister, who was also his heiress-at-law, had three children living at his death, and the question was, whether the sister, or her children, or the trustees, were entitled to present to the vacant living. It was held by the Vice-Chancellor of England, that, as the presen- tation did not produce " awy rents, dividends, interest or annual income," it was not included in the trusts declared for the children, and that the sister was entitled to the presentation as the testator's heiress-at-law. {II) In Edenborough v. Archbishop of Canterbury(m) there was a grant of an advowson by Queen Elizabeth to four persons their heirs and assigns without expressing any trust, further than by reciting a prior grant of the same advowson to two persons and the parishioners of the church for twenty-one years. However, the trust for the benefit of the parishioners had continually been admitted and acted upon by the feoffees from the time being down to the year 1823, and at the hearing of the cause in 1826, it was treated on all sides as a clear trust, and no question was raised as to the right of the original grantees to take beneficially. (A) Kensey v. Langham, Forr. 143; (Z) Martin v. Martin, 12 Sim. 579. Sherrard u. Lord Harborough, Ambl. (U) lb. 165; Earl of Albemarle v. Rogers, 2 (m) 2 Russ. 93. Ves. jun. 482 ; Martin v. Martin, 12 Sim. 579. 41 642 OP TRUSTEES OF ADVOWSONS. However, it is clear that the trustees of advowsons will be at liberty to exercise their right of presentation for their own benefit, if such be the intention of the creator of the trust. Thus where the trustees had a discretionary power of selection from amongst certain specified objects, amongst whom one of the trustees was himself in- cluded, the court refused to restrain the other trustee from pre- senting his co-trustee, for he was clearly an object of the testator's intention, and there was no proof of any corrupt or simoniacal motive, (m) Where there are several cestui que trusts of an advowson, who are jointly entitled to the right of nomination, and there has been no severance of their joint ownership by an arrangement providing for the alternate exercise *of the privilege of nominating, it was L J laid down by Lord Hardwicke, that they must all agree, or there can be no nomination, (o) But any arrangement by the cestui que trusts for the successive or alternate right of nomination will be binding on the trustees. And where an advowson is held in trust for the inhabitants or parishioners of a place, it has been determined, that the trustees will be bound to present the clerk, who is nominated by the majority of the cestui que trusts qualified to vote.(p) Unanimity in such a case is obviously almost impracticable, and to require it would defeat the object of the trust. Where the trust of an advowson is for the parishioners or inhabi- tants of the parish generally, the right of nomination has in practice usually been restricted to the parishioners paying church and poor rates. And where this restriction is supported by proof of habitual usage, it will be recognised, and acted upon by the court in directing the execution of the trust, (g) For some sort of construction must necessarily be put upon trusts couched in such general terms, and there is no better way of construing them than by usage. (r)(l) But where this limited construction has not been put upon the (n) Potter v. Chapman, Ambl. 98. Att.-Gen. v. Forster, 10 Ves. 335; Att.- (0) Seymour v. Bennett, 2 Atk. 483. Gen. v. Newcombe, 14 Ves. 1 ; Fearon \p) F«aron v. Webb, 14 Ves. 13, u. Webb, 14 Ves. 13; Att.-Gen. v. Rut- seo. .24; Att.-Gen. v. Rutter, 2 Russ. ter, 2 Russ. 101, n. ; Edenborough v. 101, n., see 103; Edenborough v. Arch- Archbishop of Canterbury, 2 Russ. 93. bishop of Canterbury, 2 Russ. 108. (r) Per Lord Hardwicke, 3 Atk. 577. (5) Att.-Gen. v. Parker, 3 Atk. 576, 7 ; (1) In the case of Attorney-General v. Forster, 10 Ves. 342, Lord Eldonap- pears to have considered it as a point of considerable doubt, in the absence of authority, whether the trust was such as the court could execute. But his Lord- ship added, that it was then too late even to state that doubt, as his judgment was bound by the decision of Lord Hardwicke and the Court of Exchequer, which left no doubt, but that the court was bound to execute the trust. OP TRUSTEES OF ADVO'WSONS. 643 trust by usage, it has been held, that a part of the parishioners can- not by their vote or declaration narrow the right of voting, so as to exclude those who do not pay a poor or church rate.(s) And it is clear, that if the usage have been for all housekeepers to take a part in the nomination, that custom will prevail.(<) Moreover, the usage of confining the right of voting in these cases to the payers of church and poor rates, ought to be constant and invariable.(M) Where the right of voting is restricted to rate-payers, those parishioners have no right to vote who are rateable, but have not been actually rated, from having come into the parish since the last rate and before another has been made, unless the rate has been postponed for any unfair purpose. (a;) In the same case, it was Lord Eldon's opinion, that Jew parishioners, being otherwise qualified, were entitled to vote at the election of a vicar, though Roman Catholics were not so entitled ; and that opinion was acted upon in the election on that occasion.(«/) The Catholic Relief Act{z) which has since passed, does not appear to have afiFected the principle, on which this distinction must have proceeded. The election of an incumbent by the parishioners under a trust of this *description must be by open polling and not by bal- p^ ...-,-, lot ;(a) for where the votes are given by ballot, the trustees "- -^ cannot know whether the party, whom they are required to present, has been duly elected by the majority of proper votes. (J) However, it would be otherwise, if it could be shown, that all the cestui que trusts who had the right to vote, had agreed to abide by the result of an election made by ballot.(e) The right of nomination to a benefice, when vested in the pa- rishioners at large, is not of a charitable or public nature ; and any question arising upon the construction or exercise of that right, must be brought before the court by an ordinary suit between the parties, as in other cases of private rights. An information for such a pur- pose by the Attorney-General is improper, and will be dismissed, except so far as it relates to keeping up the number of the trustees, or to the payment of a pension or salary to the incumbent, ((i) At law, an infant of the most tender years ma,j present to a church (s) Faulkner v. Elger, 4 B. & Cr. ' (a) Edenborough v. Archbishop of 449 ; Edenborough v. Archbishop of Canterbury, 2 Russ. 93 ; Faulkner v. Canterbury, 2 Russ. 104. Elger, 4 B. & Cr. 449. (0 Att.-Gen. v. Parker, 3 Atk. 577. (6) 2 Russ. 108, 9. (u) Edenborough v. Archbishop of (c) Ibid. Canterbury, 2 Russ. 104. (rf) Att.-Gen. v. Newoombe, 14 Ves. 1, (x) Edenborough v. Archbishop of 6 ; Att.-Gen. v. Parker, 1 Ves. 43 ; see Canterbury, 2 Russ. 110, 111. Fearon v. Webb, 14 Ves. 19 ; Att.-Gen. {y) 2 Russ. 111. V. Cuming, 2 N. C. C. 139, 149. (z) 10 Geo. IV. c. 7. 644 01 TKUSTEES OF ADVOWSONS. on its avoidance, and it has been decided, that he will have the same right of nomination in equity. In Arthington v. Coverley,(e) an ad- vowson was conveyed to trustees, in trust (in a certain event which happened), to present such person as the grantor, his heirs, or as- signs, should appoint ; and, in default of such nomination by the grantor, or his assigns, that the trustees should present a person of their own choosing. The grantor died, leaving his son and heir, an infant six months old. On a vacancy of the benefice, the guardian of the infant made him seal and put his mark to an instrument no- minating a clerk to the living, and the trustees were compelled to present this nominee on a bill filed against them by the infant for that purpose. Mr. Hargrave, however, has suggested a doubt, as to how far a court of equity would support a nomination obtained from an infant without the concurrence of his guardian ;(/) and there can be no question but that such a transaction would be regarded with jealousy, and relieved against, if any case of undue contrivance or imposition were established. The bankruptcy of the cestui que trust of an advowson will not deprive him of the right of nominating to a vacancy, which occurs before the advowson or next presentation is sold by the assignees.(^) By the 77th section of 6 Geo. IV. c. 16, the assignees of a bankrupt are authorized to execute all powers which the bankrupt could legally execute for his own benefit (except the right of nomination to any ecclesiastical benefice). As the void turn cannot be sold, it is not assets for the benefit of the creditors.(^) By the statutes 1 Will. & M. c. 26, and 12 Ann. c. 14, s. 1, Roman Catholics are disabled from presenting to any ecclesiastical benefice, and the right of patronage is transferred to the Universities r*44«in °^ Oxford and *Cambridge.(l) By the 3d section of the ^ statute of Will. & M., trustees of Roman Catholics are also disabled from making any such presentation ; and by the 4th section the trustees incur a penalty of 500?. by presenting to a benefice without giving notice of the avoidance to the Vice-Chancellor of the University to which the presentation belongs. The statute 11 Geo. II. c. 17, s. 5, declares, that every grant of any advowson or right of presentation or nomination to any benefice by .Roman Catho- lics, or by their trustees, or mortgagees, shall be null and void, unless it be for a valuable consideration to a Protestant purchaser. (e) 2 Eq. Cas. Abr. 518. (g) Wats. 106 ; 3 Cruis. Dig. 20. (/) 1 Co. Litt. 89, a. n. 1. \h) 3 Cruis. Dig. 20, n. (1) The presentation to the livings south of the Trent, belongs to the University of Oxford, and to those north of that river, to Cambridge. OF TRUSTEES OF ADVOWSONS. 645 The incapacity of Roman Catholics to present or nominate to livings, has not been removed by the late act (10 Geo. IV. c. 7) for the relief of persons of that religious persuasion ; for by the 16th section of that statute, it is expressly declared, that nothing therein contained shall extend to enable any person otherwise than he was then by law enabled, to exercise any right of presentation to any ecclesiastical benefice whatever ; or to repeal, vary, or alter, in any manner, the laws then in force in respect to the right of presentation to any ecclesiastical benefice. A lunatic cesttii que trust cannot nominate to a benefice, nor can his committee ; but the right of patronage will be exercised by the Lord Chancellor, by virtue of the general authority delegated to him by the crown. («') Where a feme sole, having an equitable estate in advowson, mar- ries, and the husband's marital rights are not modified by settlement, the trust of the advowson will vest in him in right of his wife, and he will have the right of nomination upon any avoidance that hap- pens during the continuance of that estate. Husbands may take an estate by curtesy ; and since the statute of 3 & 4 Will. IV. c. 105, widows will be entitled to dower, of the trust of an advowson, and will respectively have the right of nomination upon any avoidance during the continuance of those estates, (/c) Aliens, traitors, felons, and outlaws, are incapable of exercising the right of presentation ; but where the legal estate is vested in them, that right is forfeited to the crown. (Z) There might be a ques- tion, how far the trustees for such persons would become entitled to present for their own benefit, to the exclusion of the title of the crown.(?n) Where an advowson is vested in several trustees, they must all join in signing the presentation on a vacancy, and the ordinary can- not be compelled to admit the clerk, where all the trustees have not concurred.(w) However, this rule does not apply where the trustees have been incorporated by charter; for the major part of those who attend at a meeting of the corporation, would have the power of binding the rest by affixing the corporate seal to a presentation. But in such a case, it seems that all the other trustees must have received notice of the intended meeting, (o) *And where it is expressly declared by the trust, that the r^A..-, major part of the trustees shall have the right of appoint- ^ ^ (i) 3 Cruis. Dig. 22. Seymour v. Bennett, 2 Atk. 483 ; Co. (i) lb. 14. Litt. 186, b; Wilson v. Dennison, Ambl. Q) Wats. 106. 82. (m) Ante, Pt. II. Ch. III. p. 335, 6. (o) Att.-Gen. v. Davy, 2 Atk. 212 ; (n) Alt.-Gen. v. Scott, 1 Ves. 413, 4: Wilson v. Dennison, Ambl. 82. 646 OF TRUSTEES OF ADVOWSONS. ment, those who dissent from the choice of the majority will not- withstanding be bound by their election, and will be compelled to give legal effect to it by joining in the presentation of the clerk so chosen to the bishop, (p) And if the dissenting trustee in such a case refuse to concur in the presentation, he will not be allowed his costs of a suit occasioned by his refusal.(g') And as these trusts are in the nature of public ones, it seems that the decision of the majority would be binding on the whole number without any express direction for that purpose in the trust instrument.(r) However, in these cases the right of election is vested equally in all the trustees, and they must all have due notice of the intended meeting for the purpose of election. Therefore in a case, where twelve out of twenty-three trustees, being in favor of a particular candidate for the living, met and appointed him to the vacancy with- out giving notice of their intention to the other eleven trustees, who supported a rival candidate, the election was declared void for want of due notice, (s) Where the power of choosing a clergyman to fill the vacancy is vested in the trustees, that being a personal trust cannot be dele- gated by them to others, and they cannot therefore vote by proxy at the election ;(^) although where the choice has been regularly made, the power of signing the presentation, being a mere ministe- rial act, may be deputed by proxy to the others. (m) A direction in the trust instrument that the trustees shall meet for the purpose of election within a certain time — as four months or eight days after the occurrence of a vacancy, need not necessarily be observed ; and an appointment by the trustees having the legal estate will not be invalidated, because it was made after the pre- scribed period, (a;) So a declaration, that when the trustees are reduced to a certain number, new ones shall be appointed, has been held to be merely directory. And where the required number has not been kept up, a presentation by the then existing trustees, (?/) though they may have been reduced to one only,(z) or even by the heir of the last surviving trustee,(a) has been supported. (p) Att.-Gen. v. Scott, 1 Ves. 413; 417; Wilson v. Dennison, Ambl. 82, Att.-Gen. v. Gunning, 2 N. C. C. 139; 86. Wilson V. Dennison. Ambl. 82. (u) Ibid. (5) 5 N. C. C. 156, 7. \x) Att.-Gen. v. Scott, 1 Ves. 413, if) Att.-Gen. v. Scott, 1 Ves. 413, 415; Lansdown case. Ibid, cited, ante, Ch. I. Sect.l. (1/) Att.-Gen. v. Scott, 1 Ves. 413; («) Att.-Gen. v. Scott, 1 Ves. 413; Att.-Gen. ■«. Cuming, 2 N. C. C. 139. and see Att.-Gen. v. Cuming, 2 N. C. C. (z) Att.-Gen. v. Floyer, 2 Vern. 748. 139. (a) Att.-Gen. v. Bishop of Lichfield, (0 Att.-Gen. v. Scott, 1 Ves. 413, 5 Ves. 825. OF TRUSTEES OF STOCK OR SHARES. 647 But in such cases the court will take care that the number of trus- tees is properly filled up for the future ;{b) and -where the appoint- ment in question is set aside, it -will direct new trustees to be ap- pointed, before the fresh election is made.(c) An information may be filled by the Attorney-General to have the requisite number of trustees supplied.(c?) Pending a suit respecting the right of nomination or presentation to a *benefice, the bishop will be restrained from taking ad- r-j^iAr-, vantage of the lapse, and exercising the right of presentation L -• himself.(e) If a trustee refuse to present on the nomination of his cestui que trust, he will be compelled to do so by the decree of the court ; and if his refusal were unreasonable or improper, he would doubtless be fixed with the costs. Although if he acted from conscientious though mistaken motives, he would not be made to pay the costs, although he might not be allowed to receive them.(/) If the presentation were lost by lapse, owing to the refusal of the trustee to present, there can be no question, but that he would be held personally responsible to the cestui que trust for the damage sustained by him. XIII. — OF TRUSTEES OF STOCK OR SHARES. The Bank of England is not bound to take notice of a trust afi"ect- ing public stock standing in their books ; and they will refuse to recognise any other than the legal title. (^)(1)' And the rule of the Bank is in general not to allow a sum of stock to be transferred into the names of more than four co-proprietors. The first duty of trustees of stock is to receive the dividends, and apply them to the purposes of the trust. However, when the cestui (6) A.tt.-Gen. v. Bishop of Lichfield, (/) Alt.-Gen. v. Cuming, 2 N. C. C. 5 Ves. 825, 831. 139, 156. (c) Att.-Gen. v. Scott, 1 Ves. 419. (g) Hartga v. Bank of England, 3 (_d) Att.-Gen. «. Newcombe, 14 Ves. Ves. 55; Bank of England t). Moffat, 3 1, 12. Bro. C. C. 260; Bank of England v. (e) Edenborough v. Archbishop of Parsons, 5 Ves. 665. Canterbury, 2 Russ. 92, 111 ; Att.-Gen. V. Cuming, 2 N. C. C. 139, 145. (1) And where a creditor has obtained an order under the 15th sect, of the late act, 1 & 2 Vict. c. 110, charging interest of his debtor in stock, which stands in the name of trustees, the Bank will still pay the dividends to the trustees, who have the legal title to receive them, and the trustees are to apply the dividends according to the equitable interests of the parties. Bristed v. Wilkins, 3 Hare, 235. ' See note, ante, page 174. 648 OF TRUSTEES OF STOCK OE SHARES. que trust is absolutely entitled to the receipt of the whole income without deduction, a power of attorney to receive the dividends will be properly given by the trustees to the cestui que trust or his as- signs.(A) The power of attorney must be executed by all the trustees, and it will become void and must be renewed on the death of the parties by whom it is given. So the power will be revoked, if the trustees themselves on any occasion apply for and receive the dividends. The remedy for a cestui que trust, under the act 1 Will. IV. c. 60, in case of the incapacity of the trustee of stock, or his refusal or neglect to transfer or pay the dividends, has been already con- sidered.(i) The acts for the reduction of stock always provide, that any en- gagement respecting the original stock, shall be satisfied by the same amount of reduced stock. Therefore where a person has bound him- self by a covenant or bond to transfer to trustees a certain sum in a particular stock, and the stock in question previously to the time of making the transfer is reduced by act of parliament, the trustees may be compelled to accept the reduced stock in satisfaction of the settlor's engagement.(A) By the late act for the reduction of the three-and-a-half-per-cent. stock *(7 Vict. c. 4, s. 9), trustees, L J of stock, or one of them on behalf of the others, are empow- ered to assent to the reduction under the act, and are indemnified for so doing. Where stock, in which trust-moneys are invested, is reduced by act of parliament, all the persons beneficially interested, including an- nuitants for life, as well as persons entitled to the corpus of the fund, must bear their portion of the loss equally.(Z) Where the trust property consists of bank or India stock, or stock in the foreign funds, and the trust authorizes the continuance of such investments, the same rules of management prevail as those concern- ing stock in the British funds. Any extraordinary lonus on bank or other stock, which is settled in trust for one for life with remainder over, must not be paid over to the tenant for life, but it must be treated as capital, and invested by the trustees, and the dividends only paid to the cestui que trust for life.(c)> (h) See Wright 1J. Lord Dorchester, 3 (Z) Att.-Gen.i). Poulden, 8 Jurist, 611; Rubs. 49, n. [3 Hare, 555.] (i) Ante, Pt. I. Div. III. ch. II. Sect. (c) Brander v. Brander, 4 Ves. 890; 2, and Pt. III. Ch. IV. Paris v. Paris, 10 Ves. 185; Clayton v. (k) Sheffield v. Earl of Coventry, 2 Gresham, lb. 288 ; Witts v. Steers, 13 R. & M. 317; Milward v. Milward, 2 Ves. 363. M. &K. 311. ' ' See ante, note to page 386. OF TRUSTEES OF CHOSES IN ACTION. 649 Trustees in whose name the shares of any canal, railway, or other company are standing, are primarily liable to the company for the calls upon those shares, as well as the other expenses which the shareholders are bound to pay. But they are of course entitled to claim from their cestui que trusts, and to retain out of the trust- moneys in their hands, any payments which they may have been compelled to make in consequence of this liability. (ci) A trustee of stock will be allowed in his accounts the usual pay- ment of one-sixteenth per cent, which is charged by a stock-broker for identifying him at the Bank, on making the transfer of the fund to the person beneficially entitled, (e) XIV. — OF TRUSTEES OF CHOSES IN ACTION. Trusts are frequenty declared of choses in action, such as bonds, covenants, policies of assurance, or simple contract debts, and other property of that description, which is not at the moment in actual and tangible existence, and which can be compulsorily realized only by suit or action. In these cases the debt or thing in action may either be created by the settlement itself — as in those cases where the settlor binds him- self by covenant or bond to pay the trustees a certain sum of money, or do some other act, — or it may be actually in existence and vested in the settlor previously to the creation of the trust, and may be transferred by him with all the rights and remedies for enforcing it to the trustees — as where a debt or policy of insurance is assigned to trustees to hold on the trusts declared. In the former case the trus- tees take the legal interest, and at the proper time they will be bound to take such legal proceedings, as may be requisite for enforcing pay- ment or performance in their own names ;(1) in *the latter r^AA^-i case the assignment gives them only an equitable title, and all proceedings at law must be instituted by them in the name of the assignor.' Where a testator being entitled to choses in action be- » (d) Preston i). Guyon, 10 Law Journ. (e) Jones «. Powell, 6 Beav. 488; vide N. S., Chanc. 72. post, [Allowances,] p. 570, &g. (1) Where a settlor enters into a covenant with a trustee for the benefit of a third person, the cestui que trust cannot even in equity institute a suit against the covenantor for a specific performance without making the trustee a party. Cooke V. Cooke, 2 Vern. 36; Cope v. Parry, 2 J. & W. 538. ■ See notes to Rowi). Dawson, 2 Lead. Cas.Eq.pt. ii. 210, &c. (1st Am. Ed.), as to the effect of the assignment of choses in action. Trustees substituted by the court cannot sue at law in their own names, on a note payable to, or a judgment recovered by, the original trustee. IngersoU v. Cooper, 5 Blackf. 426 ; Davant V. Guerard, 1 Spear's Law R. 242. 650 OF TRUSTEES OF CHOSES IN ACTION, queaths them by his will to trustees, and appoints the same persons his executors, the legal title will of course vest in the trustees upon the testator's death by virtue of their appointment as executors^(/) It is the duty of the trustees in all these cases to take every ne- cessary step by suit or action or otherwise, for realizing the eJiose in action at the time contemplated by the trust. And if the fund be lost from their neglect of this duty, they will be held personally re- sponsible to their cestui que trusts for the loss, although they acted without any improper motive. (^) And it is not sufficient for the trus- tee merely to apply to the debtor for payment, but it is his duty to bring an action, if necessary, for the recovery of the amount.(Ay However, where covenants or bonds are entered into by a settlor with trustees, it seems that the ability of the settlor to discharge these engagements, will be the measure of the responsibility of the trustees, if the sum be lost by their neglect to put in force the se- curity. Thus in a recent case A. on his marriage with B. covenanted with a trustee to pay 10,000?. on Martinmas-day, 1824, upon trust for A. for life, with remainder to B. for life, and then for the chil- dren of the marriage. A. died without having paid any part of the 10,000?., and a suit was instituted by B. against the trustee to com- pel him personally to pay the 10,000. The cause was heard before Lord Cottenham, who made a decree referring it to the Master to inquire, whether A. had been of ability to pay the 10,000?. or any part thereof during the period intervening between Martinmas, 1824 and his death, or during any part of that period. The Master found that A. was of ability to have paid 4,200?. between 1824 and 1832, and that he was not able to pay anything after 1832 ; and on the hearing on further directions before Vice-Chancellor Knight Bruce, (/) Caney v. Bond, 6 Beav. 486. 486; Rogers v. Vasey, V. C. K. Bruce, (g) Cafirey v. Darby, 6 Ves. 488 ; 27th Jan. 1845, MS. [Cross v. Pelrie, Mucklow V. Fuller, Jac. 198 ; Powell ti. 10 B. Monr. 413.] Evans, 5 Ves. 839; Tebbs v. Carpenter, (A) Lowson v. Copeland, 2 Bro. C. C. 1 Mad. 290; Lewson v. Copeland, 2 156. [See Wolfe v. Washburae, 6 Bro. C. C. 156; Caney v. Bond, 12 Law Cowen, 261, that dissent of cestui que Journ. N. S. Chanc. 484 ; S. C. 6 Beav. ii-ust immaterial at law.] ■ In Waring v. Darnall, 10 G. & J. 127, it was held that there was no peremp- tory obligation upon a trustee (especially if acting with the knowledge and ap- probation of a large portion of the parties interested) to sue upon a bond passed to him as trustee, the very month or year it becomes due. A due regard to the ultimate security of the debt, might require him (it was said) to indulge the debtor; and if, contrary to a reasonable expectation, any portion of the debt were lost, in the exercise of a fair discretion, equity would not compel him to make good the loss. So in Hester v. Wilkinson, 6 Humph. 215, where a trustee re- siding in another State, delayed bringing suit for the recovery of a negro, part of the trust property, which had been illegally levied on, till the cause of action was barred by the statute, was not held responsible for the value of the slave. OF TRUSTEES OV CHOSES IN ACTION. 651 the defendant, the trustee, was ordered to pay the sum of 4,200^. into court.(j) It will be equally the duty of the trustees to realize the debt, which is the subject of the trust, although the person by whom it is owing is himself one of the trustees ; and the others will be responsible to the cestui que trusts for neglecting to enforce the payment in such a case.(^) And it seems, that the duty of realizing such securities will be pe- culiarly imperative, where the debt which is the subject of the trust, is payable in instalments, in which case the trustees will not ^ be jus- tified in showing much indulgence to the debtor on the non-payment of any instalment. (Z) However, if a discretion be left to the trustee, and in the bona fide exercise of that discretion he delay the realization of the property, the court will not fix him personally with the loss thus occasioned.(ni) *A trustee who brings an action at law for the recovery of ^^ . .q^ a cTiose in action, or whose name is used for that purpose, is •- -* entitled to be indemnified by his cestui que trust against the costs ; and a court of equity, on the application of thei trustee, will restrain the cestui que trust from proceeding in the action, until he has given the required security for the costs, (n) Where the trust property consists of an existing chose in action, such as a bond or other debt, or a policy of assurance, which is as- signed by the settlement to the trustees, it lias been decided, that the title of the trustees, under the settlement, will not be perfect or valid as against subsequent purchasers or incumbrancers, unless notice of the settlement be given to the parties who are liable to the payment of the debt — as to the obligor in the bond, or the insurers in the policy.(o)^ It is therefore unquestionably the duty of trustees of (i) Maitland v. Bateman, Nov. 1840, [Roden v. Murphy, 10 Alab. 804; Ins. V. C. K. Bruce, Feb. 1844, S. C. 13 Law Co. v. Smith, 1 1 Penn. St. R. 120.] Journ. N. S., 272; 8 Jurist, 926. (o) Wright v. Lord Dorchester, 3 (i) Mucklowu. Fuller, Jac. 198. [See Russ. 49, n.; Deare v. Hall, 3 Russ. 1; ante, part IIL Div. 1, Ch. 1. Sect. 2.] Loveridge v. Cooper, Id. 30; FoTsteri). (0 Caffrey v. Darby, 6 Ves. 495. Blackstone, 1 M. & K. 297; Timson v. (m) Buxton v. Buxton, 1 M. & Cr. 80. Rarasbottom, 2 Keen, 35. [See Elty v. (n) Annesleyi). Simeon, 4 Mad. 390. Bridges, 2 Y. & Coll. 486.] ' Meux V. Bell, 1 Hare, 73; Stocks v. Dobson, 17 Jurist, 539. The rule is, however, different on this point in most of the United States; and it is held that the assignee's title is good against attaching creditors, or subsequent assignees without notice : Sharpless v. Welsh, 4 Dall. 279; Corson v. Craig, 1 Wash. C. C. 424; U. S. V. Vaughan, 3 Binn. 374; Muir v. Schenck, 3 Hill (N. Y.), 228 ; Litde- field V. Smith, 17 Maine, 327; Warren v. Copelin, 4 Metcalf, 594; Talbot v. Cook, 7 Monroe, 438; contra, in Connecticut: Van Buskirk v. Ins. Co., 14 Conn. 145; see Am. Note to Row v. Dawson, 2 Lead. Cas. Eq. pt. ii. 236 (1st Ed.) But 052 OF TRUSTEES OF CHOSES IN ACTION. such interests to ascertain, that the required notice of the assignment to them is duly given, (p) It has been decided, that for this purpose notice to one of several obligors, or to one member of an insurance society, operates as notice to all.{c[) But a notice so limited will continue in operation only as long as the party to whom it was given is living, and liable to con- tribute to the payment, and the other obligors or insurers will not afterwards be affected by the notice.(»*) A trustee, therefore, ought not to dispense with a formal notice of the settlement of the bond or policy to all the obligors or debtors, or to the insurance society generally. The trustees should also insist on having the bond or policy, or other instrument, which is the subject of the trust, delivered up to them. If through the omission of this precaution, or otherwise through their neglect, the instrument get into the possession of the settlor or tenant for life, who raises money upon it, and a suit thus becomes necessary, the trustees would in all probability be deprived of all their costs of the suit, even if they should not be decreed to pay costs.(8) However, where from the neglect of the trustees to obtain posses- sion of the policy of assurance, which had been assigned to them upon trust, or to give notice of the assignment at the ofiBce, the settlor had subsequently sold the policy, and received the proceeds, the trustees may maintain a suit against the settlor to recover the value of the policy, and the decree will be against him with costs. (i) An assignment of a chose in action in general confers no legal inte- rest on the assignee, and can only be enforced by the interference {p) See Jacob v. Lucas, 1 Beav. 436. (s) Evans v. Bicknell, 6 Ves. 174; (g) Smith v. Smith, 2 Cr. & Mee. 31 ; Knye v. Moore, 1 S. & St. 65; Menx v. Meux V. Bell, 1 Hare, 73; Re Styan, Bell, 1 Hare, 82, 98 ; Booth «. Lightfoot, Phill. 155 ; Duncans. Chamberlayne, 11 L. C. 17th Jan., 1844. Sim. 123. [See 4 Hare 446; 9 Beav. 323.] {t) Fortescue v. Barnett, 3 M. & K. (r) Timeon v. Ramsbottom, 2 Keen, 36. 35; Meux v. Bell, 1 Hare, 88, 89. in Fisher v. Knox, 13 Penn. St. R. 622, it was held that the assignee of a judg- ment; who neglected to have it marked to his use on the docket, was to be post- poned to a subsequent assignee for value. The principle above stated does not apply to a bona fide payment by the debtor to the assignor, without notice, which, of course, will discharge the debt. Reed v. Marble, 10 Paige, 409; Note to Row V. Dawson, p. 235. So, in England, of a release, on a fair bona fide settlement: Stocks V. Dawson, 17 Jurist, 539. If he pays after notice, however, he still remains liable : Ibid., Brashear v. West, 7 Peters, S. C. 608 ; and the assignor is a trustee of the money received : Ellis v. Amason, 2 Devereux's Eq. 273. This doctrine was held, in Wilmot v. Pike, 5 Hare, 14, not to apply to equitable estates in land, as equity of redemption; but see the remarks in Etty v. Bridges, 2 Y. & Coll. 486. [*449] OF TRUSTEES OF CHOSES IN ACTION. 653 of a court in equity. Hence, where the assignment is made without any consideration, the court will not usually give any assistance to the parties claiming under the trusts of such an instrument, upon the general principle, that volunteers have no equity to come to the court to perfect their title.(My *However, there may be an exception to this general rule, where the chose in action is " assignable hy agreement between the parties, though not at law, as in the case of a policy of insurance, upon an assignment of which the insurance society will recognise the title of the assignee.(a;)^ And if the trustee have accepted and acted upon the trusts declared by any voluntary instrument, the court will not afterwards suffer the settlor to revoke or alter his previous disposition to the prejudice of the trustee. (y) And it is clear, that as regards the rights and remedies between the cestui que trust and his trustee, the fact of the creation of the trust being voluntary will be wholly immaterial, if the relation of trustee and cestui que trust have been actually created. (2) An assignment of a policy of insurance in trust will carry with it not only the original sum assured, but all bonuses, or other additions, which may be afterwards made. And the trustees will be entitled to receive all such additional sums, and will hold them on the same trusts as the original sum, although they may not be expressly men- tioned in the settlement, and although the declaration of the trusts applied in terms to the original sum only.(a) Where the party liable to the payment of the debt, or other chose in action, becomes bankrupt or insolvent, it is the duty of the trustee to prove against his estate for the amount. And where there are several trustees, they must all join in making the proof,(6) unless an order be obtained for one of them to prove, (c) The concurrence of the cestui que trusts in the proof, is in general also necessary, for the debt may have been paid to the cestui que trust, which might be a (u) Anlrobus v. Smith, 12 Ves. 39; v. Jenkin, 1 Hare, 458; S. C, Phill. Edwards v. Jones, 1 M. & Cr. 226; 163. Meek v. Ketdewell, 1 Hare, 474; but (2) Lechmere v. Earl of Carlislis, 3 see Sloans v. Cadogan, 2 Sugd. V. & P. P. Wms. 222; supra, Ft. I. Div. I. Ch. Appendix, 26, 9th ed. ; CoUinson v. Pat- II. Sect. 5. rick, 2 Keen, 123; vide supra, Pt. I. (a) Courtnay 1;. Ferrers, 1 Sim. 137; Div. I. Ch. II. Sect. 5. Parker v. Both, 9 Sim. 388. (z) Fortescue v. Barnett, 3 M. &K. (6) Ex parte Rigby, 19 Ves. 463; 2 36; Edwards v. Jones, 1 M. & Cr. 239; Rose, 224; Burridge v. Row, 1 N. C. Bed vide Ward v. Audland, -stated su- C. 183, 583 ; 8 Jurist, 299. pra, p. 89, n. (1.) (c) Ex parte Smith, 1 Deac. 385; 2 (2/) Rycroft i;. Christy, 3 Beav. 238 ; M. & A. 536; Ex parte Phillips, 2 see Hinde v. Blake, Id. 234 ; M'Fadden Deac. 334. ' Kennedy v. Ware, 1 Barr, 273 ; and see the notes, ante, page 83, 84. ' See note, ante, page 88. 654 OF TBUSTEES FOR good dischai'ge to the debtor.(cZ) But where the whole legal interest is vested in the trustee, and the cestui que trusts are infants, or otherwise incapacitated from any binding act, the trustee may prove alone. (e) In a proof by trustees, the instrument creating the trust should be exhibited.(/) Where a trustee of a chose in action, such as a recognisance, re- leases it without consideration, he will be decreed in equity to replace the principal with interest. (^)' But it has been held, that a trustee ■ will be justified in releasing a debt, if such a proceeding be for the benefit of the trust. As where a trustee released an insolvent tenant from the arrears of rent, in order to get him to give up possession of the estate. (7i) XV. — OF TRUSTEES FOR CHARITABLE OR PUBLIC PURPOSES. The rules of construction applicable to trusts for charitable pur- poses, difi"er materially in many respects from those respecting ordi- nary trusts, and there are also important distinctions as to the nature and extent of *the jurisdiction of the Court of Chancery in L -• enforcing or controlling the execution of these trusts.* It has been stated in a previous chapter,(«) that where the object of a testator is charity, a far less accurate and definite declaration of trust will sufiice, than is requisite in other cases. Lord Eldon ob- served in a modern case,(^) " neither is there any doubt, that the same words in a will when applied to the case of individuals, may receive a very different rule of construction from that which would govern them, if applied to the case of charity. If I give my property to such person as I shall hereafter name to be my executor, and afterwards appoint no executor ; or if having appointed an ex- ecutor, he dies in my lifetime, and I appoint no other to supply his place, in either of these cases, as to individuals, the testator must be held intestate, and his next of kin will take the estate. But to give {d) Ex parte Dubois, 1 Cox, 310; (fe) Blue u. Marshall, 3 P. Wms. 381. Beardraore v. Cuttenden, Cooke, 211 ; [See Walker v. Brungard, 13 S. & M. Ex parte Herbert, 2 Gl. & G. 161 ; Ex 725, 767 ; Allen v. Randolph, 4 J. C. E. parte Green, 2 Deac. & Ch. 116. 693.] (e) Ex parte Dubois, 1 Cox, 312. (t) Ante, p. 131. (/) Green, 149. \k) Mills v. Farmer, 1 Mer. 55, 94. (g) Jevon V. Bush, 1 Vern. 342. 'See ante, 274, note (1.) * As to the doctrine of charitable uses in the United States, see ante, 79, note. With regard to dedications of land to public or pious purposes, which seem to be sustained even in those States where the doctrine of charitable uses has not been adopted, see Beatty v. Kurtz, 2 Peters, 256; Cincinnati v. White, 6 Id. 566; Hadden v. Chorn, 8 B. Monr. 78 ; Price v. Methodist Church, 4 Hammond, 542; 3 Kent's Coram. 433, 450. CHAKITABLB OR PUBLIC PURPOSES. 655 effect to a bequest in favor of charity, the court will in both instances supply the place of an executor, and carry into eifect that, -which in the case of individuals must have failed altogether. A third prin- ciple, which it is now too late to call in question, is, that in all cases, in which the testator has expressed an intention to give to charitable purposes, if that intention is declared absolutely, and nothing is left uncertain, but the mode in which it is to be carried into eifect, the intention will be carried into execution by this court, which will then supply the mode, which alone was left deficient. Again, in the case of an individual, if I leave my estate to such person as my executor shall name, and appoint no executor, or having appointed one, he dies, and I neglect to supply his place with another, it is admitted, that the bequest so given amounts to nothing. Yet it cannot be de- nied that such a bequest to charity would indicate that general chari- table intention, which, according to the rules of law, is suiBcient to give it effect ; and that the court in such a case would assume the office of the executor."(Z) And in the previous case of Moggridge v. Thackwell,(m) the same great Judge laid it down as proved by the authorities, " That if the testator has manifested a general intention to give to charity, the failure of the particular mode in which the charity is to be effectu- ated, shall not destroy the charity : but if the substantial intention is charity, the law will substitute another mode of devoting the pro- perty to charitable purposes, though the formal intention as to the mode cannot be accomplished. "(m) In accordance with these principles, it has frequently been decided that where a testator has sufficiently expressed his intention to dis- pose of his estate in trust for charitable purposes generally, the general purpose will be enforced by the court to the exclusion of any claim of the next of kin to take under a resulting trust ; al- though the particular purpose or mode of application is not declared at all by the testator.(w) And the same rule prevails, although the testator refers to some past or intended declaration of the particular charity, which declaration is not made, or *cannot be disco- p^^ r-i-i vered;(o) and although the selection of the objects of the "- ^ charity and the mode of application are left to the discretion of the trustees. And it is immaterial that the trustees refuse the gift, or Q) Mills V. Farmer, 1 Mar. 94, 96 (o) Case, 2 Freem. 261 ; 7 Ves. 73, (;n) Moggridge v. Thackwell, 7 Ves. and 1 Mer. 59 ; Att.-Gen. v. Syderfen, 1 69; ante, p. 130. Vem. 224; 7 Ves. 43, n.; Cook v. Dun- (n) Att.-Gen. v. Mathews, 2 Lev. 167 ; kenfield, 2 Atk. 562, 567 ; Mills v. Far- CliiFord v. Francis, 2 Freem. 330 ; Bay- mer, 1 Mer. 55 ; Commissioners of lis V. Att.-Gen. 2 Atk. 339 ; Att.-Gen. v. Char. Donations v. Sullivan, 1 Dr. & W. Herrick, Ambl. 212; Price v. Arch- 301 ; vide supra, p. 128. bishop of Canterbury, 14 Ves. 371, 2; vide supra, p. 128. 656 OF TRUSTEES FOR die, or that their appointment is revoked in the lifetime of the tes- tator, causing a lapse of the bequest at law.(p)^ The same construction will also be adopted, ■where a particular charitable purpose is declared by the testator, which does not exhaust the whole value of the estate •,{q) or where the particular trust can- not be carried into effect, either for its uncertainty,(r)'' or its ille- gality,(s) or for want of proper objects.(^) And in all these cases the general intention of the testator in favor of charity will be effectu- ated by the court, through a cy pres application of the fund.^ However, this construction will not prevail, unless the testator has (p) Att-Gen. v. Hickman, 2 Eq. Ca. Abr. 193; D'Oyley v. Alt.-Gen. 2 Eq. Ca. Abr. 194 ; 7 Ves. 58, n.; White v. White, 1 Bro. C. C. 12 ; Moggridge v. Thackwell, 1 Ves. Jun. 464 ; 7 Ves. 36; Mills V. Farmer, 1 Mer. 55 ; Att.-Gen. V. Glegg, 1 Atk. 356; Att-Gen. v. An- drew, 3 Ves. 633. (g) Thetford School case, 8 Co. 130; Att.-Gen. v. Arnold, Show. P. C. 22; Att.-Gen. v. Mayor of Coventry, 2 Vern. 327; Att.-Gen. «. Johnson, Ambl. 190; Att.-Gen. v. Sparks, Id. 201 ; Att.-Gen. v. Haberdashers' Company, 4 Bro. C. C. 103 ; Att.-Gen. v. Tonner, 2 Ves. jun. 1 ; Att.-Gen. v. MinshuU, 4 Ves. 1 1 ; Att.- Gen. V. Mayor of Bristol, 2 J. & W. 308 ; Att.-Gen. i;. Cains Coll., 2 Keen, 150; Att.-Gen. v. Catherine Hall, Jac. 381; Att.-Gen. v. Drapers' Company, 4Beav. 67; Att.-Gen. v. Wansey, 15 Ves. 230 ; Att.-Gen.«. Dixie, 2 M. & K. 342; Att.- Gen. V. Merchant Venturers' Society, 5 Beav. 338. (r) Att.-Gen. u. Mathews, 2 Lev. 167; S. C. Finch, 245, and 7 Ves. 69, 70, slated ; Moggridge v. Thackwell, 1 Ves. jun. 464; 7 Ves. 36; Pieschell v. Paris, 2 S. & St. 384 ; Simon v. Barber, 5 Russ. 112; Bennett v. Hayter, 2 Beav. 81. (s) Att.-Gen. v. Green, 2 Bro. C. C. 492; Da Costa v. De Paz, Ambl. 228; 2 Sw. 487, n.; Att.-Gen. v. Baxter, 1 Vern. 848 ; Cary v. Abbott, 7 Ves. 490; Att.-Gen. v. Todd, 1 Keen, 803; Att.- Gen. V. Bowyer, 3 Ves. 713; Widmore V. Governors of Queen Anne's Bounty, Ambl. 637 ; Att.-Gen. v. Guise, 2 Vera. 266; [S. C. Att.-Gen. v. Baliol Coll., 9 Mod. 407 ; Glasgow Coll. v. Att.-Gen., 1 H. L. Cas. 824. See Att.-Gen. v. Vint, 14 Jur. 324; Martin v. Margham, 14 Sim. 230.] («) Att.-Gen. v. City of Ivondon, 3 Bro. C. C. 17 1 ; Att.-Gen. v. Boultbee, 2 Ves. jun. 380 ; Hayter v. Trego, 5 Russ. 113 ; Att.-Gen. v. Ironmongers' Company, 2 M. & K. 576; S. C. 2 Beav. 373; Or. & Ph. 208; Att.-Gen. v. Bishop of Lan- dafr. 2 M. & K. 586, stated ; Att-Gen. v. Gibson, 2 Beav. 317, n. ; Att.-Gen. ti. Oglander, 3 Bro. C. C. 160 ; Martin i;. Maugham, [14 Sim. 230; see Att-Gen. V. Lawes, 8 Hare, 32 ;] vide supra, p. 128, et seq. ' See Att.-Gen. v. Wallace, 7 B. Monr. 611; Pickering v. Shotwell, 10 Barr, 27. ^ But where the amount of a fund to be appropriated to answer charity be- quests is not specified, the whole will be void for uncertainty. Flint v. Warren, 15 Sim. 626. ^ The cypres doctrine is not generally adopted in the United States. See ante, note to page 79. It was, however, recognised in Baker v. Smith, 13 Metcalf, 41 ; Burr's Ex'r v. Smith, 7 Verm. 287 {semble) ; Griffin v. Graham, 1 Hawks, 96, but contra, McAuIey v. Wilson, 1 Dev. Eq. 276. In Att.-Gen. v. Wallace, 7 B. Monr. 611, it was held that if trustees for an indefinite charity refused to accept, or to ex- ercise their discretion, the Court, at the instance of the Attorney-General, might appoint new trustees, and direct a scheme; the statute of Elizabeth being held to be in force in Kentucky. CHARITABLE OR PUBLIC PURPOSES. 657 shown an intention to give to charity generally ; and if the establish- ment or benefit of a particular specified charity only be contemplated by him, and that charity cannot take, the charitable bequests thus failing will be suffered to devolve as in other cases of ineffectual dis- positions of property by will.(M) The existence or non-existence of such a general intention in favor of charity, must be gathered from the entire will in every case, and it is difficult to lay down any general rules of construction on this point ; these will best be collected from a reference to the several decided cases, which are mentioned in the note below, (a;) We will now proceed to consider what are proper " charitable" ob- jects, within the legal acceptation of the term. *The stat. 43 Eliz. c. 4, usually known as the Statute of po^.-n-, Charitable Uses, has long been regarded as having fixed the L J standard of what is to be deemed a good charitable purpose ; and no trust will be established by the court as charitable, unless it be for some of the purposes which are enumerated in that statute, or which by analogy comes within its spirit and intendment. (^) It may be premised, however, that a gift for " charity" or " cha- ritable purposes," generally, without adding more;(s) or for the benefit of the "poor,"(a) or "indigent, "(6) is a sufficient charitable purpose. As is a trust for " such religious and charitable pur- poses" as the trustees may think proper, (c) And so a direction to apply the property, " having regard to the glory of God in the spiritual welfare of his creatures," is a religious, and therefore a charitable, trust, (d) The uses enumerated in the' preamble of the statute as charitable are, gifts, devises, &c., for the relief of aged, impotent, and poor people ; for maintenance of sick and maimed soldiers and mariners ; for schools of learning, free schools, and scholars of universities ; for (it) Vide supra, Pt. I. Div. II. Ch.I. Eq. Jur. § 1155; Morice v. Bishop ot Sect. 3, page 120. Durham, 9 Ves. 405. [See 1 Spence, (i) Att.-Gen. v. Bishop of Oxford, 1 Eq. 587.] Bro. C. C. 444, n.; S. C. 4 Ves. 431; (2) Clifford v. Francis, 2 Freem. Att.-Gen. jj. Goulding, 2 Bro. C.C. 427; 330 ; Att.-Gen. v. Syderfen, 1 Vern. Grieves v. Case, 4 Bro.C. C. 67; 1 Ves. 224; 7 Ves. 43, n. ; Att.-Gen. v. Her- jun. 548; Att.-Gen. u. Whitchurch, 3 rick, Ambl. 713 ; Moggridge «. Thack- Ves. 141; Corbyn v. French, 4 Ves. well, 7 Ves. 36; Mills v. Farmer,! 418; Att.-Gen. v. Davies, 9 Ves. 535; Mar. 55; Legge v. Asgill, T. & R. Att.-Gen. v. Hinxman, 2 J. & W. 270; 265, n. De Themines v. De Bonneval, 5 Russ. (a) Nash v. Morley, 5 Beav. 177. 288 ; West v. Shuttleworth, 2 M. & K. (6) Kendall v. Granger, 5 Beav. 300, 684, 698; Att.-Gen. v. Grocers' Cora- 303. pany, 12 LawJourn. N.S., Chanc. 196; (c) BakeriJ. Sutton, 1 Keen, 224. [6 Beav. 526.] (d) Cams v. Townsend, 13 Xaw (y) 2 Rop. Legs. HI, et seq. ; 2 Story Journ. N. S., Chanc. 169. 42 658 OF TRUSTEES FOR repairs of bridges, ports, havens, causeways, churches, sea banks, and highways ; for education and preferment of orphans ; for or towards the relief, stock, or maintenance for houses of correction ; for marriages of poor maids ; for supportation, aid, and help of young tradesmen, handi- craftsmen, and persons decayed ; for relief or redemption of prison- ers or captives ; and for aid or ease of any poor inhabitants concern- ing payments of fifteenths, setting out of soldiers, and other taxes.(ey Besides the above, purposes of a similar nature have been deter- mined to be charitable uses. Thus, gifts for the difiusing the Pro- testant tenets of the Christian religion, and promoting public wor- ship according to those tenets, and for providing for its ministers — for instance, bequests for the advancement of the Christian religion among infidels ;(/) for the augmentation of poor vicarages ;(^) for the building of a church(A) or erecting an organ gallery ;(i) for the paying off of an incumbrance on a licensed meeting-house ;[k) the repairing parsonage-houses ;{l) the support of a preacher of a cer- tain chapel ;(to) or of dissenting ministers in England ;(m) or for the vicar or curate of a certain place for preaching an annual sermon on a certain day ;(o) or to the singers sitting in the gallery of a certain church, to be paid on a certain day;(p) to the clerk of *a L J parish to keep the chimes of a church in good repair to play certain psalms •,{q) for the support of a burial ground,(r) have all been held to be charitable purposes. So also, gifts for the promot- ing public works for the convenience or benefit of the public, or of the inhabitants of a particular place, are considered as charitable uses. For instance, a gift for the improvement or benefit of a city ;(«) (e) 2 Rop. Legs. Ill; 2 Story, Eq. (n) Waller v. Childs, Ambl. 524; Jur. § 1159. Att.-Gen. v. Hinckman, 2Eq. Abr. 193; (/) Att.-Gen. v. Coll. of William & West v. Shuttleworth, 2 M. & K. 696. Mary, 1 Ves. juu. 245. (o) Sorresby v. Hollins, Highmore, (g-) Widmore v. WoodrofFe, Ambl. 174; Turner ■«. Ogden, 1 Cox, 316. 636. (p) Ibid. Qi) Alt.-Gen. v. Ruper, 2 P. Wras. (g) Ibid. 125; Att.-Gen. v. Bishop of Oxford, 1 (r) Doe v. Pitcher, 6 Taunt. 363. Bro. C. C. 444, n. (s) Howse v. Chapman, 34 Ves. 542; (i) Adnam v. Cole, 6 Beav. 353. Att.-Gen. v. Brown, 1 Swanst. 265; {k) Corbyn v. French, 4 Ves. 418, Att.-Gen. v. Heelis, 2 S. & St. 67; Att.- 427. Gen. v. Corporation of Dublin, 1 Bligh. {I) Att.-Gen. v. Bishop of Chester, 1 N. S. 337 ; Att.-Gen. v. Mayor of Car- Bro. C. C. 444. lisle, 2 Sim. 437; Att.-Gen. v. Corpora- (m) Grieves i;. Case, 4 Bro. C. C. 67; tion of Shrewsbury, 6 Beav. 220. [See S. C. 1 Ves. jun. 548 ; Att.-Gen. v. ante, 133 note.] Pearson, 3 Mer. 353, 409. ' In Pennsylvania, the Statute of Elizabeth not being directly in force, the court is not confined, in its application of the rules with regard to charitable uses, to the objects enumerated in the preamble to that statute. Witman v. Lex, 17 S. & R. 88 ; Wright v. Linn, 9 Barr, 435. CHARITABLE OR PUBLIC PURPOSES. 659 a sum of money to be applied in forming works for supplying the inhabitants of a town with spring water ;(<) or for the support of a public botanical garden,(M) have been supported as charitable. As have also gifts to promote the education or the relief of the poor ; for establishing a school •,{x) for erecting a small school-house and a house for the master ;(?/) and bequests to the poor inhabitants ;(s) or to the widows and children of seamen belonging to a town ;(a) or to the widow and orphans ;(6) or to the poor inhabitants of a parish ;(c) or for the support of hospitals •,{d) or to establish a life- boat ;(e) or for the benefit of the British Museum. (/)* In a modern case, where the question of what would constitute a charitable purpose was fully discussed, Sir J. Leach, V. C, said that he was of opinion " that funds supplied from the gift of the crown, or from the gift of the legislature, or from private gift, for any legal public or general purpose, are charitable funds to be administered by courts of equity. And it is not material that the particular public or general purpose is not expressed in the Statute of Eliza- beth, if it come within the equity of that statute. Thus a gift to (0 Jones V. Williams, Ambl. 656. (6) Att.-Gen. v. Comber, 2 S. & St. [See Att.-Gen. v. Plymouth, 9 Beav. 93. 67.] (c) Att.-Gen. v. Clarke, Ambl. 422; (u) Townley v. Bedwell, 6 Ves. 194. Att.-Gen. v. BuUes, Jac. 407 ; Att.-Gen. Ix) Att.-Gen. v. Williams, 4 Bro. C. v. Ward, 3 Ves. jun. 228 ; Att.-Gen. v. C. 525. [See ante, 133, note.] Pearoe, 2 Atk. 38; Att.-Gen. v. Free- {y) Att.-Gen. v. Bowles, 2 Ves. 547; man, 1 Dan. 117. Johnston v. Swann, 3 Mad. 457. (d) Masters v. Masters, 1 P. Wms. (2) Att.-Gen . v. Corporation of Exeter, 420. 3 Rnss. 395; Att.-Gen. v. Wilkinson, 1 (c) Johnston •«. Swann, 3 Mad. 457. Beav. 370; Bristow u. Brlstow, 5 Beav. (/) Trustees of British Museum v 289. White,^2 S. & St. 594. (o) Powell V. Att.-Gen. 3 Mer. 48. [See McCoU v. Atherton, 12 Jur. 1042.] ' The following have been recently held valid gifts to charity, in England : a bequest " to the Queen's Chancellor of the Exchequer for the time being, for the benefit and advantage of Great Britain ;" Nightingale v. Gouldbourn, 2 Phill. 594 ; a bequest to the commissioners for the reduction of the National Debt. Ashton V. Lord Langdale, 4 Eng. L. & Eq. 80; "to the minister and members of churches, holding particular doctrines ;?■' Att.-Gen. v. Lawes, 8 Hare, 32 ; to the governors of a society, " for the increase and encouragement of good servants."' Losoombe v. Wintringham, 13 Beav. 87 ; S. C. 7 Eng. L. & Eq. 164 ; " to be ap- plied and appropriated in such manner as the trustees for the time being, &c., in their uncontrolled discretion, may think proper and expedient, for the benefit and advancement, and propagation of education and learning in every part of the world, as far as circumstances would admit." Whicker v. Hume, 10 Eng. L. & Eq. 218. But in Habershon v. Vardon, 7 Eng. L. & Eq. 228 ; a gift towards con- tributions " for the political restoration of the Jews to Jerusalem," was held not charitable ; though a gift towards a fund for the bishopric of Jerusalem, was sustained. See in the United States, ante, page 133, in note. 660 OF TRUSTEES FOR maintain a preaching minister — a gift to build a session-house for a county — a gift by parliament of a duty on coals imported into Lon- don, for the purpose of rebuilding St. Paul's church after the Fire of London — have all been held to be charitable uses within the equity of the Statute of Elizabeth. "(^) So a trust to assist a literary per- son in his pursuits is also a good charitable trust ; as is a trust to found an essay on a subject of science. (A)^ So where there is a trust for the benefit of poor " householders'' or poor "relations;" although each individual object may be said to be private, yet in the extensiveness of the benefit accruing from such trusts they may very properly be called public charities, and will be treated as 8uch.(«)^ But there has been already occasion to observe that a trust for "private" *charities cannot be enforced by the court as a ■- J charitable purpose ;{k) and also that a direction to apply a fund discretionarily in favor of objects of " benevolence and liberal- ity" does not come within the technical meaning of the term " cha- ritable. "(Z) Charity, said Sir W. Grant, in its widest sense denotes all the good affections men ought to bear towards each other ; in its more restricted and common sense, relief to the poor. In neither, of these senses is it employed in the Court of Chancery.(9n) So it has been held, that a gift for " schools of art " is not a cha- ritable purpose. (n) And in a very late case, it was held by Lord Langdale, M. R., that a gift of a residue to trustees to be by them applied for the rehef of domestic distress, assisting indigent but deserving individuals, or {g) Att.-Gen. v. Helis, 2 S. & St. 67, (4) Ommaney v. Butcher, T. & R. 76. 270 ; Ellis v. Selby, 1 M. & Cr. 293; Oi) Thompson v. Thompson, 1 Coll. Nash v. Morley, 5 Beav. 177; ante, Pt. N. C. C. 395. [Pickering v. Shotwell, I. Div. II. Ch. I. Sect. 3. 10 Barr, 27 ; but see Bridges v. Hart- (I) Morice v. Bishop of Durham, 9 ley, U Jur. 683; 19 L. J. Ch. 416.] Ves. 399; S. C. 10 Ves. 522, and see (i) Att.-Gen. v. Pearce, 2 Atk. 88; James ». Allen, 3 Mer. 17. [But see White V. White, 7 Ves. 423; see Nash Witraan v. Lex, 17 S. & R. 193.] V. Morley, 5 Beav. 177. [See Bull?;. (m) 9 Ves. 405; see ante, Pt. I. Div. Bull, 8 Conn. 147; stated ante, note to I. Ch. II. Sect. 4, PI. III.; and Pt. I., p. 68.] Div. II. Ch. I. Sect. 3. (n) Duke, Char. Us. 128. ' In Lowell's Appeal, 22 Pick. 215, a bequest "for the promotion of the moral, intellectual, and physical instruction and education of the inhabitants"' of the city of Boston, was held good as a charity. ^ A bequest to a lodge of freemasons " for the good of the craft, or for the re- lief of indigent and distressed worthy masons, their widows and orphans," was held to be a charity in Duke v. Fuller, 9 New Hamp. 538 ; and not to fail on the dissolution of the lodge; and see Vander Volgen v. Yates, 2 Barb. Ch. 290. But as to Odd Fellows' lodges, see, contra, Babb v. Reid, 5 Rawle, 151. CHARITABLE OR PUBLIC PURPOSES. 661 encouraging undertakings of general utility in such mode and pro- portions as their own discretion may suggest, was not such a cha- ritable trust as could be enforced by the court ; for although the first part of the trust might have been supported as a good charitable purpose, owing to the use of the word "indigent," yet the latter alternative in favor of undertakings of "general utility," rendered the trust too indefinite. (o) And it is settled, that a trust to present to a church on the nomi- nation of the parishioners at large, is not of a public nature ; and any question arising on such a trust must be brought before the court by an ordinary suit, and not by an information by the Attorney-Ge- neral, (p) Moreover, in determining whether or not there is a proper cha- ritable purpose, the source from whence the fund is derived, as well as the object to which it is to be applied, must be attended to. The fund must proceed from the gift or iounty either of the crown or state, or some private person, otherwise it will not be charitable : and therefore rates or assessment, levied under an act of parliament by the inhabitants of a town on themselves for the improvement or benefit of their town, are not charitable funds to be administered by the court ; — for there is no gift or bounty in the creation of such a fund.(y)' It is clearly settled, that the court here has jurisdiction to enforce the performance of a charitable trust created in this country, although the object of a trust is a foreign charity ;(?•) although it will not in- terfere to direct the application of the trust fund, where there is a competent jurisdiction in the foreign country for that purpose. (s) But it is to be observed, that a trust for a foreign charitable pur.pose cannot be supported here, if it contravene the policy of the English (o) Kendall v. Granger, 5 Beav. 300. S. C, 1 Ves. jun. 243 ; Att.-Gen. v. Le- (p) Att.-Gen. v. Parker, 1 Ves. 43; pine, 19 Ves. 309; S. C, 2 Sw. 181 Att.-Gen. v. Newcombe, 14 Ves. 1, 6; Gospel Propagation Society u. Att.-Gen. see Fearon v. Webb, 14 Ves. 19; Att.- 3 Russ. 142; Curtis v. Hutton, 14 Ves, Gen.'U. Cuming, 2 N.C.C. 139, 149. 537; Mackintosh «. To wnsend, 16 Ves (5) Att.-Gen. v. Heelis, 2 S. & St. 77. 330; Emeryu.Hill, 1 Russ.lll; Thomp- [See Thomas v. EUmaker, 1 Pars. Eq. son v. Thompson, 8 Jurist, 639. [Bur- 107.] bank v. Whitney, 24 Pick. 153.] (r) Oliphans v. Hendrie, 1 Bro. C. C. (s) Provost of Edinburgh ■;;. Aubery, 57 1 ; Campbell v. Radnor, lb. 17 1; Att.- Ambl. 236 ; Emery v. Hill, 1 Russ. Ill; Gen. V. Bishop of Chester, lb. 444; Att.- Collyer v. Burnett. Taml. 79. Gen. V. City of London, 3 Bro. C. C. 171; ' Associations of individuals for general charitable or public purposes, are cha- rities, and within the control of the court as such. Thomas d Elimaker, 1 Pars. Eq. 108; Wright v. Linn, 9 Barr, 433; Penfield v. Sumner, 11 Verm. 296. But it is otherwise with regard to associalions for mutual benevolence, as the Odd Fellows' societies. Babb v. Reid, 5 Rawle, 151. 662 OF TRUSTEES FOR r*4551 ^^^' *'*'^°"g^ i* ™*y ^°^ *^^ illegal according to the laws of the state where the charity is to be established. And on this ground the court has declined to enforce trusts for the support of foreign Roman Catholic establishments, before the recent act (2 & 3 Will. IV. c. 115) for the relief of Roman Catholics.(i;) And trusts for charitable purposes in this country cannot be sup- ported, if they are of an illegal character. And their illegality may arise either from their being in contravention of the dbmmon law, or of some statutory provision.^ Thus, gifts to superstitious purposes are illegal and void by the general policy of law independently of any statute. And gifts for the maintenance of persons to " pray for the souls of the dead," or " to maintain perpetual obits, lamps," &c., are superstitious ; and as such are void.(M) And before the passing of the act 2 & 3 Will. IV. c. 115, trusts for the propagation of the Roman Catholic faith were held to be void as superstitious. (a;) But by that statute Roman Catholics are placed on the same footing as Protestant Dissenters in this respect, and such gifts will consequently now be supported ;(?/) and it has been decided, that that act is re- trospective in its operation.(z) It has been also held, that a gift for the advancement of the Jewish religion is illegal, (a) By the statute 1 Edw. VI. c. 14, all gifts to the superstitious uses U) De Garcia v. Lawson, 4 Ves. 434, v. Lawson, 4 Ve.s. 434, n. ; Smart v. Pru- n.; Smart v. Prajean, 6 Ves. 560. jean, 6 Ves. 560. («) Duke, Char. Us. 466 ; 2 Rop. Legs. (y) West v. Shuttleworlh, 2 M. & K. 113 ; 2 Jarra. Pow. Dev. 13. 684. (x) Att.-Geri. v. Todd, 1 Keen, 803 ; (s) Bradshaw v. Tasker, 2 M. & K. Cary v. Abbott, 7 Ves. 490 ; Att.-Gen. v. 221. Power, 1 Ball & B. 145; De Themines (a) Da Costa v. De Paz, 2 Sw. 487, V. De Bonne val, 5 Russ. 288 ; De Garcia n. ; sed vide Strauss v. Goldsmid, 8 Sim. 514. 'A charity, otherwise valid, will not be affected by the fact, that it tends to a perpetuity, as that is involved in its very nature. Griffin v. Graham, 1 Hawks, 96 ; Inglis v. Sailors' Snug Harbor, 3 Pet. S. C. 99 ; State v. Gerard, 2 Ired. Eq. 210; Hillyard v. Miller, 10 Barr, 335. But in the last case it was held, that a trust for accumulation, which might extend beyond the period allowed by law, was void, although the fund thus to be created was directed to be ultimately ap- plied to the foundation and support of a charity. In Christ's Hospital v. Grain- ger, 1 Mac. & G. 460. 14 Jur. 339, however, it was held, that a contingent limi- tation over from one charily to another, was not within the rule against perpetuities, and therefore good. In the particular case, there was a bequest, in 1624, to the corporation of Reading, to be applied to certain purposes, with a proviso, that if the corporation should for one year neglect to observe the directions of the will, the fund should be utterly void, and the property be transferred to the corpora- tion of London, in trust for Christ's Hospital. After the lapse of over two hun- dred years, a breach of the condition occurred ; and the gift over was sustained. The case of Hillyard v. Miller, ut supr., has not been considered, in Pennsyl- vania, as entirely satisfactory; and the distinction on which it is based is, cer- tainly, not very broad. CHARITABLE OR PUBLIC PURPOSES. 663 there mentioned — viz., " towards or about the finding, maintenance, or sustentation of any priest, of any anniversary or obit, lamp, light, or lights, or other like thing" — devolve beneficially to the crown. (6) But if the superstitious purpose be not within the terms of that statute, but is void from the general illegality of its object, and the gift has not been impressed ^ith a trust for charity generally, the failure will create a resulting trust for the heir or next of kin of the donor.(c)^ If, however, the gift create a general trust for charity, the ille- gality of the particular purpose, as being superstitious, will not affect the validity of the general trust, and the duty of appropriating the amount to other charitable purposes will devolve upon the crown. ((i) A conveyance or devise of real estate in trust for a charitable or public institution, being a corporation, is inoperative by the Statutes of Mortmain, unless it be sanctioned by a license from the crown.(e)' However, the corporation of Queen Anne's bounty is an exception to this general rule, for by the stat. 43 Geo. III. c. 107, that insti- tution is exempted from the operation of the Mortmain Acts. Previously to the stat. 9 Geo. II. c. 36, there existed no legal re- striction to the power of vesting real estate in trustees for such cha- ritable purposes, or institutions, as were not of a corporate character. And this power might have been exercised equally by deed or will. But by that *act, all gifts by will of real estate, or any in- r*4cg-| terest therein, in trust or for the benefit of any charitable uses whatsoever, are made void ; as are voluntary conveyances inter vivos for the same purposes, unless made by deed, indented and sealed and delivered in the presence of two or more witnesses, twelve calen- (6) Att.-Gen. v. Fishmongers' Com- {d) Da Costa v. De Paz, Ambl. 228 ; pany, 2 Bear. 151. S. C, 2 Sw. 487, n. ; Gary v. Abbott, 7 (c) West V. Shuttleworth, 2 M. & K. Ves. 490; Westu. Shuttleworth, 2M. & 684; De Themines v. De Bonneval, 5 K. 697, 8; De Themines v. De Bonne- Russ. 288; vide supra, p. 134. val, 5 Russ. 297; ante, p.,48. (c) Co.Litt.99,a.; 1 Sand. Us. 339, n. ' There are no uses which can be denominated superstitious in the United States. Methodist Church v. Remington, 1 Watts, 218 ; Garsii. Wilhite, 2 Dana, 170. 2 As to the Statutes of Mortmain in the United States, see ante, 48, note. In New Yorlc, in the recent cases of Ayres v. Methodist Church, 3 Sandf S. C. 369 ; Andrew v. N. Y. Bible Soc, 4 Id. 178 ; Chittenden v. Chittenden, 1 Am. Law Reg. 538; it was held, that corporations, being exempted out of the statute of wills, could not at law take by devise for any pious or charitable object foreign to the purposes of their institution ; and that the statute of Elizabeth having been ex- pressly repealed, and its principles not in force in that State (in which the court differ from many previous decisions in New York : see ante page 79, in note), such devises could not be sustained as charities; but that there would be a resulting trust for the heir-at-law. 664 OF TRUSTEES FOE dar months before the death of the donor, and enrolled in the Court of Chancery within six months after execution. By the 4th and 5th sections, the two universities and their colleges,(/) and the colleges of Eton, Winchester, and Westminster, are expressly exempted from the operations of that act.^ This statute has been determined to ificlude not only direct devises of real estate to charitable uses, but also all such bequests, as in any manner affect or relate to interests in real property. Thus bequests ' of money to be laid out(l) in the purchase of lands,(^) as well as of lands to be sold,(A) or of sums charged upon or to be raised by sale or mortgage, or by any other means out of lands, (i) (including judg- ment debts,(A) or the lien of a vendor for his purchase-money,(if)) as also of .leaseholds or terms for years, (??i) money secured on mort- (/) See 45 Geo. III. c. 101. Att. -Gen. i). Lord Weymouth, Ambl. 24; (§■) Att.-Gen. v. Davies, 9 Ves. 545; Jackson v. Hurlock, Arabl. 487; Jones Att.-Gen. v. Hartwell, Ambl. 451 ; S. C. v. Williams, Id. 651 ; Wright v. Roe, 1 2 Ed. 334; Att.-Gen. v. Bowles, 2 Ves. Bro. C. C. 61; Leacroft v. Maynard, 1 547; Widmore v. Woodroife, Ambl. Ves. jun. 279; White ■«. Evans, 4 Ves. 637; Grieves v. Case, 4 Bro. C. C. 67; 21 ; Baker v. Hall, 12 Ves. 497; Cnrrie S. C. 2 Cox, 301 ; Middleton v. Clithe- v. Pye, 17 Ves. 462 ; Att.-Gen. v. Harley, row, 3 Ves. 734. 5 Mad. 321 ; Cooke v. Stationers' Com- Qi) Trustees of British Museum v. pany, 3 M. & K. 266. White, 2 S. & St. 594; Durour v. Mot- (Jc) Collinson v. Pater, 2 R. & M. 344. teux, 1 Ves. 320; Att.-Gen. ■;;. Lord (Z) Harrison j). Harrison, 1 R.& M. 71. Weymouth, Ambl. 720; Curtis v. Hut- (m) Att.-Gen. v. Graves, Ambl. 155; ton, 14 Ves. 53 ; Waite v. Webb, 6 Mad. Att.-Gen. v. Tomkins, Id. 216; Middle- 71;Gravenor.'U. Hallam, Ambl.643. [See ton v. Spicer, 1 Bro. C. C. 201; Paice«. Wright V. Trustees, 1 Hoff. Ch. 202.] Archbishop of Canterbury, 14 Ves. 364; (i) Arnold v. Chapman, 1 Ves. 108; Johnston v. Swann, 3 Mad. 457. (1) But if the direction to invest in land be not imperative, but a discretion is vested in the trustees to lay it out or not, it has been held not to come within the statute. As where the money was to be laid out in land, or " otherwise.'" Soresby V. Hollins, 9 Mod. 221; S. C, Ambl. 211, cited; Grimmelt v. Grimmelt, Ambl. 211; Curtis v. Hutton. 14 Ves. 537. But see English v. Orde, Highm. Mortm. 82; Bridgm. Duke, Char. U.s. 432 ; and Kirkbank v. Hudson. 7 Price, 212; see Att.- Gen. V. Godda'rd, T. & R. 348. • The following decisions, since the publication of the text, may be referred to, upon the construction of the Act of Geo. II.; and, amongst other things, as what is to be considered real property within its provisions: Doe v. Harris, 16 M. & W. 517; Sparling?). Parker, 9 Beav. 450; Tomlinsoni). Tomlinson,Id. 459; Smith V. Oliver, 11 Id. 481; Walker v. Milne, Id. 507; Trye v. Corporation of Gloucester, 14 Id. 173 ; S. C, 6 Eng. L. & Eq, 73 ; Hilton ?;. Giraud, 1 DeG. & Sm. 183; Att.-Gen. u.Munro, 2 Id. 122; Att.-Gen. v. Gardner, Id. 102; Myers iJ.Perigal, 16 Sim. 533, contra, S. C. in Common Pleas, 14 Eng. L. & Eq. 229 ; Ashton v. Lord Langdale, 4 Eng. L. & Eq. 80; Crafton v. Frith, 3 Id. 164 ; Whicker v. Hume, 10 Id. 218; LongstafF v. Rennison, 11 Id. 267; Alt.-Gen. u. Hull, 15 Id. 182; Church Building Soc. v. Barlow, Id. 582; Att.-Gen. v. Ward, 6 Hare, 477. A charity may be divisible, under the Mortmain Act, and will be upheld so far as allowed by law. Crafton v. Frith, 3 Eng. L. & Eq. 164. CHARITABLE OR PUBLIC PURPOSES. 665 gage,(?i) or money to be applied in paying off incumbrances affecting lands in mortmain, (o) have all been held to be void within the pro- visions of the act. And the statute has also been held to apply to money secured by turnpike tolls, or the bonds of turnpike commis- sioners,(p) and to navigation shares,(g') and money secured upon poor or county rates,(r) and also to a right of mooring ships in the Thames under a lease from the crown. (s) So it is now settled, that a bequest of money for the purpose of building a school-house, hos- pital, or other building for a charitable purpose, is void; for the direction to build, involves prima facie the purchase of land.(<) In some of the *earlier cases, indeed, such bequests were held not p^ . r,,-, to be within the statute, as it might be possible for the trus- *- -^ tees in such cases to get a piece of ground given them, so as to prevent the necessity of any purchase :(m) but these cases have been overruled by the more modern authorities. However, if the testator expressly declare that the money is not to be applied to the purchase of land or erection of buildings, a bequest to a school to be erected has been held good.(a;) And the presumption that land is intended to be purchased for the purpose of building, may be rebutted by evidence to disprove that intention. (?/) And so the bequest will be good, if the testator clearly point to land already in mortmain ; for a bequest to build upon or improve lands or build- ings already in mortmain, is not within the statute.(2) And it has been held, that a direction to trustees to provide a school-house, is not void, for a building might be hired for the purpose. (a) Where a testator creates a mixed fund of realty and personalty for payment of debts and legacies, and gives several legacies, some being for (n) Att.-Gen. v. Caldwell, Ambl. 635 ; bouin, 3 Russ. 456 ; Giblet v. Hobson, 5 Att.-Gen.r. Meyrick, 2 Ves. 44; Ho^es Sim. 651 ; 3 M. & K. 517; Mather v. V. Chapman, 4 Ves. 542; Att.-Gen. v. Scott, 2 Keen, 172. Munby, 1 Mer. 327 ; Johnston 1). Swann, (ti) Vaughan v. Farrer. 2 Ves. 182; 3 Mad. 457. Att.-Gen. ■;;. Bowles, Id. 547. (o) .Corbyn v. French, 4 Ves. 418 ; (a:) Henshaw v. Atkinson, 3 Mad. Waterhouse v. Holmes, 2 Sim. 162; 306. Davies v. Hopkins, 2 Beav. 276. (y) Giblet v. Hobson, 3 M. & K. 517. (p)Knappu.Williams, 4Ves. 430,n. (2) Glubb v. Att.-Gen., Ambl. 373; (5) Howes V. Chapman, 4 Ves. 542. Harris v. Barnes, Id. 651 ; Brodie v. Duke (r) Finch v. Squire, 10 Ves. 41. of Chandos, 1 Bro. C. C. 444, n.; Att.- («) Negus V. Coulter, Ambl. 367. Gen. v. Parsons, 8 Ves. 186; Att.-Gen. (t) Att.-Gen. v. Tyndall, Ambl. 614; v. Munby, 1 Mer. 327 ; Foy v. Foy, 1 2 Ed. 207; Pelham v. Anderson, 1 Ed. Co.ic, 163; Ingleby v. Dobson, 4 Russ. 296; Att.-Gen. u. Hyde, Ambl. 751; 1 342. [TryeiJ. Corporation of Glouce.ster, Bro. C. C. 444, n.; Foy v. Foy, 1 Cox, 6 Engl. L. & Eq. 73; Crafton v. Frith, 3 163 ; Att.-Gen. v. Nash, 3 Bro. C. C. 588; Engl. L. & Eq. 164.] Att.-Gen. v. Whitchurch, 3 Ves. 144; (a) Johnston v. Swann, 3 Mad. 457; Chapman v. Brown, 6 Ves. 604 ; Att.- and see Att.-Gen. v. Williams, 4 Bro. C. Gen. V. Parsons, 8 Ves. 186; Att.-Gen. C. 426. V. Davies, 9 Ves. 535; Prilchard v. Ar- 666 OF TRUSTEES FOR charitable purposes, and adds a declaration, that none of the charity legacies are to be paid out of the produce of the real estate, but that they are to be paid exclusively out of the personalty, such a general direction will not suffice to throw the whole of the charity legacies exclusively on the personal estate, but a proportionate part of them will still remain charged on the realty, and will be consequently void to that extent. (J)' It has been decided that copyhold lands are within the provisions of this statute.(c) The 6th section of the act expressly exempts dispositions of real or personal estate in Scotland from its operation. (cZ) And it has been decided that the act in question is local in its operation, and does not extend to Ireland,(e) or to the West Indies, or other colonies.(/) Still less could it apply to real property situated in foreign countries. Bequests, therefore, of personal estate in aid of foreign charities, will be supported, although the object of charitable application is of the nature of real estate. But gifts of real estate in England, or any interest therein, to a foreign charity, are within the mischief remedied by the act, and are consequently void.(^) It has been decided, that a policy of insurance is not within the act, although the assets of the insurance company consist partially of real estate. (A) And shares in the London "Gas Light and Coke Company have also been held not to be within the act.(i) r*458n *The exception in the act in favor of the universities and colleges of Eton, Winchester, and Westminster, has been held to apply only to gifts made to these societies henefieially, and not where they are made trustees for other charitable purposes.(A) (6) Sturge v. Dimsdale, 6 Beav. 462 ; (c) Campbell v. Lord Radnor, 1 Bro. see Philaruhropic Society v. Kemp. 4 C. C. 271. Beav. 581. [See the remarks on these (/) Att.-Gen. v- Stewart, 2 Mer. 143. cases in Robinson v. Geldard, 12 Engl. [Whicker v. Hume, 10 Engl. L. & Eq. L. & Eq. 64, by Lord St. Leonards.] 218.] (c) Arnold v. Chapman, 1 Ves. 108; (g-) Curtis v. Hutton, 14 Ves. 537; Henchman v. Att.-Gen., 2 S. & St. 498; Att.-Gen. v. Mill, 3 Russ. 328. S. C, 3 M. & K. 262. Qi) March v. Att.-Gen., 5 Beav. 334. {d) See M'Intosh v. Townsend, 16 (i) Thompson v. Thompson, 1 Coll. Ves. 330; Oliphant v. Hendrie, 1 Bro. N. C. C. 381. C. C. 570. (4) Att.-Gen. v. Munby, 1 Mer. 327. ' But in Robinson v. Geldard, 12 Engl. L. & Eq. 64, before Lord St. Leonards, overruling S. C, 3 De G. & Sm. 499, it was held, that where it appears from the face of the will to be the intention of a testator, that a bequest to a charity shall be paid out of the pure personalty, it amounts, in some respects, to a demonstra- tive legacy, which will not abate, with general legacies, on the failure of assets. See the remarks in this case on marshalling in favor of charities; and as to con- version in favor of charities, so as to enable corporations (where excepted out of the statute of will.s) to take, see Wright v. Trustees, Hoffm. Ch. 202. CHARITABLE OB PUBLIC PURPOSES. 667 A further exception to the operation of the statute is made by the Church Building Acts,(Z) by which gifts for the building, repairing, or providing of churches and chapels, and houses for the residence of ministers, and also of churchyards and glebes, are rendered valid. Another exception is created by the custom of London, which enables freemen to devise lands within the city notwithstanding the Statute of Mortmain. (wi) And so it seems that a gift to or for the benefit of the Crown is not within the operation of the statute. In Thellusson v. Woodford,(n) a devise of the produce of real estate to be paid to the king for the use of the sinking fund, was supported. But a gift to the British Museum is not within the principle of this exception. (o) Where any interest in real estate is conveyed by deed in trust for a charitable purpose, the provisions in the act as to the execution and enrolment of the conveyance, as well as to the donor's continuing to live for a twelvemonth after the gift, must be strictly complied with, or the disposition will be void.(^)(l) There has been already occasion to consider at some length the respective rights of the donee in trust on the one hand, and of the heirs-at-law or next of kin or residuary legatee of the donor on the other, to the benefit of a particular charitable gift, which is void under the Statute of Mortmain.(5') The nature of the expressions, by which a valid trust for charity may be created, have also been discussed.(r) As the court has adopted different rules of construction with re- spect to charitable trusts, so it has a more complete and searching jurisdiction for the supervision and control of the trustees. Any question affecting a charitable trust may be brought before the court by information in the name of the Attorney-General,^ or {I) 43 Geo, III. c. 108 ; 58 Geo. III. o. (n) Thellusson v. Woodford, 4 Ves. 45 ; 59 G. III. c. 134; 3 G. IV. c. 72 ; 5 227. Geo. IV. c. 103 ; 7 & 8 Geo. IV. c. 72 ; (o) British Museum v. White, 2 S. & 1 & 2 Will. IV. c. 38 & 45 ; 2 & 3 Will. St. 594. IV. c. 61 ; 1 Vict. o. 75; 1 & 2 Vict. c. {p) Att.-Gen. v. Munby, 1 Mer. 327; 106 & 107; 2 & 3 Vict. c. 49; 3 & 4 Price v. Hathaway, 6 Mad. 304. Vict. i;. 60. (5) Ante, this section ; et vide supra, (m) Middletovifn v. Cater, 4 Bro. C. Pt. I. Div. II. Ch. I. Sect. 3. C. 409. (r) Ibid. (1) The Act 9 Geo. IV. c. 85, makes conveyances of land to charitable uses, which were executed before that act, valid, notwithstanding the formalities re- quired by the 9 Geo. II. c. 36, had not been observed, but the operation of this act is only retrospective, and applies only to purchases for valuable consideration. ■ See Att.-Gen. 1). Ward, 12 Jur. 807; and in the United States, Alt.-Gen. v. Wallace, 7 B. Monr. 611; Going v. Emery, 16 Pick. 119; Parker v. May, 5 Gushing, 336; Duke v. Fuller, 9 N. H. 538. The Attorney-General's right to proceed is not affected by the long acquiescence of the parties interested. Corpo- ration of Newcastle v. Att.-Gen., 12 CI. & F. 402. OF TRUSTEES FOR in some cases the proceedings may be by bill ; but in that case' the Attorney- General must be made a party to the suit, and the court will refuse to proceed in his absence, (s) Where it is sought to administer or control an established charity under the direction of the court, there must be an information by the Attorney-General, who is entitled to the supervision and control of r*4'iQl *^® proceedings : *and it is only where the question to be de- cided is, whether there is a good creation of a charitable trust or not, that a bill making the Attorney-General a defendant will be entertained.' However, it is to be observed, that if the trust be not for a charity within the intent of the Statute of Charitable Uses, an information by the Attorney-General will be improper. (^) A summary jurisdiction to proceed by petition has also been con- ferred on the court by more than one statute. The statute 52 Geo. III. c. 101, usually known as Sir Samuel Romilly's Act, recites in its preamble the expediency of providing a more summary remedy in cases of breaches of trust created for charitable purposes, as well as for the just administration of the same ; and in case of any breach of such trusts, or whenever the direction or order of a court of equity shall be deemed necessary for the administration of any such trust, it enables any two or more persons to petition the Court of Chancery or Exchequer, such petition to be heard and determined in a sum- mary way ; and by the 2d section every such petition must be al- lowed and certified by the Attorney or Solicitor-General." (s) De Thernines v. De Bonneval. 5 Att.-Gen. v. Parker, 1 Ves. 43 ; Att.- Russ. 288. Gen. v. Newcombe, 14 Ves. 1, 6; Att.- (<) Att.-Gen. v. Hever, 2 Vern. 382 ; Gen. v. Cuming, 2 N. C. C. 139, 149. ' There are many dicta and adjudications since the statute of the 43 Eliza- beth, affirming the full jurisdiction of Chancery over charitable uses ab origine: against which appears but the single dictum of Lord Loughborough, in the Attor- ney-General V. Bowyer, 3 Ves. Jr. 726 b, that the Court of Chancery had not, prior to the statute, any cognizance upon informations for the establishment of chari- ties ; but that parties made out such oases as well as they could at law. And this assertion of doctrine was not confined to proceedings by information in the name of the Attorney-General, but extended to all cases of charitable uses; and it was so applied in the case of the Baptist Association v. Hart's Executors, 4 Wheaton, 1. But in the great and very recent case in the Supreme Court of the United States,— Vidal et al. v. The Citizens of Philadelphia et al., 2 Howard's Rep. 127, it was shown, not only from reports of cases since the statute, but from the calen- ■ dars of the proceedings in Chancery in the Tower of London, printed by direc- tion of the Record Commission in 1827, that charhable uses might be enforced in Chancery, upon the general jurisdiction of the court independently of the statute of Elizabeth ; and that the jurisdiction had been acted on. not only sub- sequent, but antecedent to that statute. — T. " Upon the construction of this act see Re Hall's Charity, 14 Bear. 115; 15 CHARITABLE OR PUBLIC PURPOSES. 669 By the Act of 59 Geo. III. c. 91, the provisions of which were continued and extended by 2 Will. IV. c. 57, and are embodied in the late act of 5 & 6 Will. IV. c. 71, the Attorney-General, on the certificate of the commissioners of charities, is empowered to proceed in the Court of Chancery, either in a summary way by petition, or by information for the purpose of remedying any abuse in the manage- ment of charities. The 21st section of Sir Edw. Sugden's Act (1 Will. IV. c. 60) ex- tends to trustees of charities all the provisions of that act, enabling the court, upon application by petition, to direct conveyances to be made in case of disability, &c., of the existing trustees ; those pro- visions have been already considered at length in a previous chap- ter. (m) The 23d section of the same act further empowers the court, also upon petition, to appoint new trustees of charities in case of the death of all the old trustees. And by the 3d section of 2 Will. IV. c. 57, a petition for this purpose may be presented by the Attorney- General. The 71st section of the Municipal Corporations Act, 5 & 6 Will. IV. c. 76,^ provides, that where any municipal corporation then ex- isting, or any members thereof, shall be trustees of property for any charitable purpose, the trust property shall remain vested in them until the 1st of August, *1836, when their interest is to cease, r^^on-i and the future administration of the trust is to be provided for by the order of the Lord Chancellor. The recent act, 3 & 4 Vict. c. 77,^ also confers extensive jurisdic- tion on the court for controlling and reforming grammar schools ; (u) Ante, Pt. I. Div. III. Ch. II.; Pt. II. Ch. IV. Sect. 3. Jur. 740; Re Godmanchester Grammar School, 15 Jur. 833; Att. Gen. v. East Retford Grammar School, 17 L.J. Ch. 450; Att.-Gen. v. Bristol, 14 Sim. 648 Att.-Gen. v. Earl of Devon, 15 Sim. 259; Att.-Gen. v. Earl of Stamford, I Phill. 737 Att.-Gen. v. Bovill, Id. 762; Re Shrewsbury Grammar School, 1 Mac. & G. 324 14 Jur. 259 ; Re Suir Island Charity, 3 Jones & Lat. 171 ; Re Butterwick Free School, 6 Engl. L. & Eq. 104; Att.-Gen. v. Bishop of Worcester, 9 Id. 1. As to costs, see Att.-Gen. v. Ironmongers' Co., 10 Beav. 194; Att.-Gen. v. Ward, 12 Jur. 807; James v. James, 11 Beav. 397 ; Solicitor-Gen. v. Bath, 13 Jur. 866. ' As to this Act, see Re St. John's Hospital, 3 Mac. & G. 235; 15 Jur. 235; Re Worcester Charities, 2 Phill. 284; Re Shrewsbury Charities, 1 Mac. & G. 84; 13 Jur. 20; Att.-Gen. v. Ludlow, 2 Phillips, 635; Att.-Gen. v. Corp. of Norwich, 9 Engl. L. & Eq. 93. ' See, under this statute, called Sir Eardley Wilmot's Act, and generally as to Grammar Schools, Re Fremington School, 10 Jur. 512 ; Att.-Gen. v. Earl of De- von, 15 Sim. 193; Att.-Gen. u. Earl of Stamford, 16 Sim. 453; 1 Phill. 737; Att.- Gen. V. Ludlow, 2 Phill. 685; Doe v. Willis, 2 Eng. L. & Eq. 356; but see Willis V. Childs, Id. 4 1 ; S. C. 1 3 Beav. 117; Reg. v. Dean, &c., of Rochester, 6 Eng. L. & Eq. 269 ; (see 7 Hare, 532 ; 1 3 Jar. pt. ii., 309 ;) Att.-Gen. v. Bishop of Worcester, 9 Eng. L. & Eq. 1. 670 OF TKUSTEES FOS and by the 21st section this jurisdiction may be, exercised on peti- tion, according to the provisions of Sir Samuel Romilly's Act (52 Geo. III. c. 101). There has been already occasion to consider at length the extent and nature of the summary statutory jurisdiction of the court as well as the mode in which it will be exercised. (a;) But it may be here observed in addition, that the court will interfere on petition only in cases of clear abuse of charity ; and if there should be any adverse question as to the nature or object of the charitable trust, or in what manner the breach of trust is to be taken advantage of;(w) or as to the title to the charity estates ;(z) or as to the parties liable for the breach of trust,(a) these are cases for an information and not a petition under the statutory jurisdiction. It is also to be remarked, that where the court has undertaken the regulation of a charity, it will act without any actual complaint, whenever any circumstance comes under its notice, which in its judg- ment requires a remedy. (J) Where there is a local visitor duly constituted, the internal regu- lation and conduct of the charity will be under his exclusive juris- diction, and the court will not interfere with him in the exercise of that jurisdiction. (c)' But the due application of the revenues of a charity is a trust, the strict performance of which will be enforced by the court, notwithstanding the appointment and existence of a visitor. And informations with that object have repeatedly been entertained notwithstanding the objection, that the object was within the cognizance of the visitor.((^) The crown is the visitor of all corporations of royal foundation :(«) and also where the heir of the founder cannot be discovered(/) or is {x) Ante, Pt. II. Ch. IV. Sect. 3. Catherine Hall, Jac. 392; Att.-Gen. v. (jj) Ludlow Corporation v. Green- Archbishop of York, 2 R. & M. 468. house, 1 Bl. N. S. 17. (d) Att.-Gen. v. Corporation of Bed- (z) Ex parte Rees, 3 V. & B. 10. ford, 2 Ves. 505 ; Att.-Gen. i). Foundling (a) Ex parte Skinner, 2 Mer. 453; Re Hospital, 2 Ves. jun. 42; Att.-Gen. d. St. Wenn's Charity, 2 S. & St. 66. Dixie, 13 Ves. 519; Re Berkhampstead (6) Att.-Gen. v. Cooper's Company, School, 2 V. &B. 134; Att. -Gen. w. Earl 19 Ves. 194. of Clarendon, 17 Ves. 491. (c) Att.-Gen. v. Price, 3 Atk. 108 ; (c) Case of Queen's College, Cam- Alt.-Gen.'U.Middleton,2Ves. 327; Att.- bridge, Jac. 1; Co. Litt. 344, b; 1 Bl. Gen. V. Smythes, 1 Keen, 239; S. C. 2 Comm. 481. M. & Cr. 135 ; St. John's College, Cam- (/) Ex parte Wrangham, 2 Ves. jun. bridge «. Todington, 1 Burr. 200; Att.- 609; Att.-Gen. «. Black, 11 Ves. 191; Gen.i;. Lock, 3 Atk. 165; Att.-Gen. v. Att.-Gen. v. Clarendon, 17 Ves. 4, 98. ' As to the rights of a visitor, and the powers of a Court of Chancery in such case, see Att.-Gen. v. Magdalen College, 11 Jur. 681 ; Whistoni). Dean, &c., of Rochester, 7 Hare, 532 ; Atty.-Gen. v. Dean, &c., of Rochester, 6 Eng. L. & Eq. 269 ; Att.-Gen. v. Browne's Hospital, 17 Sim. 137 ; Sanderson v. White, 18 Picker- ing (Mass.), 332. CHARITABLE OR PUBLIC PURPOSES. 671 lunatic.(5') And this visitorial authority will be exercised through the Keeper of the Great Seal, to whom the application must be made by petition, and not by information or suit. In the case of any doubt or difficulty in the administration of the funds of a charity, the Court of Chancery is the proper tribunal to which the trustees should have recourse in the first instance. And if they apply to parliament without the sanction of the court, and fail in obtaining their act, the court will not suffer the costs of the unsuccessful application to be thrown on the funds of the charity :(A) although it would be otherwise, *if the legislature had declared p^ .„-,-, its approval of such an application by passing the act.(i) L J It has been already seen, (A) that where there is a gift of property generally to charity without the interposition of any trustees, it will rest with the crown to direct the mode of its application by sign- manual ; but where a trust is created, the application will be effected by means of a scheme to be directed and approved of by the Court of Chancery.(Z) It has also been shown, (wj) that if a gift be impressed with the character of a general trust for charitable purposes, the trustees will not in general be suffered to derive any benefit from the failure of all or any of the particular purposes declared by the creator of the trust ;(n) or to appropriate any surplus which may remain after the satisfaction of these particular purposes ;(o) or which may arise from the subsequent increase in the value of the trust estate. (p) Moreover it has been long settled that the gift of a certain speci- fied rent charge or annuity in trust for a charity, will amount to a gift of the estate itself, and will carry a subsequent increase of rents to the exclusion of the claim of the trustees, if the specified sum be (g) Att.-Gen. U.Dixie, 13 Ves. 519,533. 22; S. C.'2 Russ. 434, stated; 2 Att- Qi) Att.-Gen. v. Earl of Mansfield, 2 Gen. v. Sparlss, Ambl. 201 ; Att.-Gen. v. Russ. 501, 519. [See Att.-Gen. v. An- Coopers' Company, 3 Beav. 29; Att.-Gen. draws, 14 Jur. 905.] v. Painters and Stainers' Company, 2 (i) Ibid. Downing College case, 2 Cox, 51 ; Att.-Gen. ■;;. Min.shuU, 4 Ves. Russ. 519, cited. 1 1 ; Att.-Gen. v. Earl of Winchelsea, 3 (k) Ante, Pt. 1 Div. II. Chap. 1, Sect. 3. Bro. C. C. 334. (0 Moggridge v. Thackwell, 7 Ves. (p) Thetford School Case, 8 Co. 130 86 ; Paice v. Archbishop of Canterbury, S. C. 2 J. &-W. 316, stated : Att.-Gen. v. 14 Ves. 372; Ommaney «. Butcher, T. Johnson, Ambl. 190; Att.-Gen. v. Ha- & R. 270. berdashers' Company, 4 Bro. C. C. 103 (m) Ante, Pt. I. Div. 11. Ch. I. Sect. 3. Att.-Gen. v. Mayor of Coventry, 2 Vern (n) Ante, Pt. I. Div. II. Ch. I. Sect. 3 ; 399 ; Ex parte Jortin, 7 Ves. 340 ; Att, Att.-Gen. v. Ironmongers' Company, 2 Gen. v. Coopers' Company, 3 Beav. 29 M. & K. 579 ; 2 Beav. 313, and 1 Cr. Att.-Gen. v. Christ's Hospital, 4 Beav & Ph. 208 ; Att.-Gen. v. Bishop of Lan'- 73 ; Att.-Gen. -u. Brentwood School, 1 M daff, lb. 586, stated ; Att.-Gen. v. Oglan- & K. 570 ; Att.-Gen. v. Drapers' Compa- der, 3 Bro. C. C. 166. ny, 6 Beav. 382. (o) Att.-Gen. v. Arnold, Show. P. C. 672 OF TRUSTEES FOB equal to the annual value of the estate at the time of the giftJq) Although the principle of these cases has not met with the approval of later Judges,(r) and it will not he extended. And it has been held, that if there be a gift of an estate to trustees in trust, to apply in charity merely a specified annual sum which does not amount to the then value of the estate, any surplus will not go to the charity, but the trustees will take it for their own benefit ; unless indeed the instrument be so framed, as to create a resulting trust to that extent for the heir of the donor, (s) And if the trustees be themselves objects of the donor's bounty, that will be an additional argument in favor of their right to the beneficial enjoyment of the surplus.(<) However, the mere fact of the trustees being a charitable corporation or institution, such as a college or hospital, will not of itself have this operation. (m) So, d fortiori, where the residue, after making certain specified pay- ments *in favor of a charity, is given expressly or by implica- L J tion to the trustees for their own benefit, the particular chari- table payments will not be increased out of the improved value, but the whole income, subject to the actual payments directed by the trust, will belong beneficially to the trustees. (2;)(1) Where the trustees are themselves an eleemosynary corporation, and several specified charitable payments are directed to be made by them, one of which is for their own benefit, and the residue after making the several payments is given to charity generally; it has been held, that a subsequent improvement in the value of the pro- perty will be applied rateably in the increase of the payments to all the objects of the donor's bounty, including the trustees themselves. ijj) (g) Att.-Gen. v. Coventry, 2 Vern. (u) Att.-Gen. v. Christ's Hospital, 4 399; 7 Bro. P. C. 235; Att.-Gen. v. Beav. 74; and see Att.-Gen. u. Caius Johnson, Ambl. 190; Att.-Gen. v. Dra- College, 2 Keen, 150. pers, Company, 4 Beav. 67 ; Att.-Gen. (a;) Att.-Gen. v. Catherine Hall, Jac. D. Christ's Hospital, lb. 73; Att.-Gen. ■«. 381; Att.-Gen. v. Skinners' Company, Coopers' Company, 3 Beav. 29 ; Mys- 2 Russ. 407 ; Att.-Gen. v. Cascoigne, 2 tery of Mercers v. Att.-Gen., 2 BI. N. S. M. & K. 647 ; Att.-Gen. v. Grocers' Com- 165. psnj') 6 Beav. 526. (r) See Att.-Gen. v. Mayor of Bristol, (y) Att.-Gen. v. Caius College, 2 2 J. & W. 307. Keen, 150 ; Att.-Gen. v. Coopers' Com- (s) Att.-Gen. v. Mayor of Bristol, 2 J. pany, 3 Beav. 29 ; see Mystery of Mer- & W. 294 ; Att.-Gen. v. Grocers' Com- cers v. Att.-Gen., 2 Bl. N. S. 165 ; [and pany, 6 Beav. 526. Att.-Gen. v. Merchants Venturers' Co,, (J.) Att.-Gen. v. Mayor of Bristol, 2 J. 17 L. J. Ch. 137.] & W.294; Att.-Gen. «. Grocers' Compa- ny, 6 Beav. 526. (1) The decision of Lord Langdale, M. R., in the reeent case of Att.-Gen. ». Drapers' Company, 4 Beav. 67, appears to militate against the principle of these cases ; unless indeed any distinction can be founded on the circumstance, that the amount of the residue, which was given beneficially to the trustees, wasthe» actually specified, instead of being left uncertain. CHARITABLE OR PUBLIC PURPOSES. 673 Where an estate is charged with the payment of certain speci- fied sums for particular charitable purposes, without any general trust for •charity, those payments ■will not be increased out of the improved value of the property, although they may have become insufficient for the purposes contemplated by the creator of the trust.(z) Where there is a disposition in trust for charity generally, but the particular purposes expressed by the donor cannot be effectuated, it has been already seen, that there will be no resulting trust for the heir or next of kin. (a) Still less will the trustees be entitled to the interest thus becoming undisposed of for their own benefit. But there must be a cypres application — that is, an application to such charitable purposes as will be supposed to come nearest to the origi- nal intention of the donor.(6y However, the trustees could never be advised to make such an application of the trust funds of their own authority, but recourse must be had to the court, which alone is competent to elaborate a proper cy pres application ; and this will be done by means of a scheme to be settled by the Master upon due inquiries and evidence, and ultimately to be approved of by the court.^ For the purposes of the present work, therefore, it will be unnecessary to go into an inquiry as to the nature and principles of cy pres applications, which may be gathered from the cases referred to above. We will now proceed to consider cursorily the powers and duties of trustees of charities in the administration of their trusts. As a general rule, trustees of charities should never alienate the *trust estate without the sanction of the court. It does not necessarily follow, that such an alienation will be treated '- J per se as a breach of trust : for in some instances the court has sanc- tioned,(c) and has even gone so far as to direct, a ,sale by the trus- (z) Atl.-Gen. v. Gascoigne, 2 M. & 324 ; Att.-Gen. v. Wansay, 15 Ves. 231 ; K. 647; Commissioners of Char. Dona- Att.-Gen. v. Coopers' Company, 19 Ves. tions V. Da Clifford, 1 Dr. & W. 245. 1S7; Att.-Gen. v. Ironmongers' Com- (a) Ante, Part T. Div. II. Chap. I. pany, 2 M. &K. 576; 2 Beav. 313, and Sect. 3. Cr. & Ph. 208. (b) Att.-Gen. v. Boultbee, 2 Ves. jiin. (c) Att.-Gen. v. Warren, 2 Sw. 302; 379; Att.-Gen. v. Whitechurch, 3 Ves. Att.-Gen. v. Hungerford^ 8 Bl. 437; 2 141; Att.-Gen. v. Bowyer, lb. 714; CI. & Fin. 357. [Griffitts -u. Cope, 17 Bishop of Hereford v. Adams, 7 Ves. Penn. St. 96.] ' See ante, 451, note. " Where the scheme htis been approved by the Attorney-General, a report by aMaster appears unnecessary. Att.-Gen. v. Earl Mansfield, 14 Sim. 601. 43 674 OF TRUSTEES FOR tees,((i)(l) where such a course has appeared to be for the benefit of the charity (although a very strong case indeed must be established, before the court will so act), [e) And what the court will sanction upon its own consideration of what would have been beneficial to the charity, may also be done by trustees upon their own authority in exercise of their legal powers. (/) But it is plain that in ordinary cases a most important part of the duty of the trustees is to pre- serve the trust property, (^) and it lies with those, who seek to sup- port a sale by them, to show that the transaction in question was beneficial for the charity. (A) In the absence of such proof, and a fortiori if there be any evidence showing that the sale was improvi- dent or prejudicial to the charity, it will be treated as a breach of trust, and set aside. (i) So with regard to leases of the charity estates, it is the general duty of the trustees so to manage and dispose of the property intrusted to them, as may best promote and maintain the charitable purposes of the founder ;(^)' and in considering the validity of such leases, two points are principally to be regarded, viz., the duration and nature of the term, and the consideration for the lease. With regard to the term to be granted, it may be laid down as a general rule (though subject to many exceptions), that it should be for years and not on lives ;{l) and for not more than twenty-one years •,{m) or in case of building leases for ninety-nine years,(n) in possession and not reversionary,(o) and without any absolute cove- nant for renewal, still less for perpetual renewal. (^) {d) Att.-Gen. t). Nethercoat, 1 Hare, (i) Att.-Gen. v. Kerr, 2 Beav. 420; 400; cited; Anon, case, cited 2 Sw. Att.-Gen. v. Brettinghara, 3 Beav. 91; 302; and see Att.-Gen. v. Warren, 2 Att.-Gen. i). Mayor of Newark, 1 Hare, Sw. 291. [Att.-Gen. v. Wallace, 7 B. 395; see Att.-Gen. ■!>. Burgesses of East Monr. 611.] Retford, 2 M. & K. 35. [See Price v. (e) Att.-Gen. v. Mayor, &c., of New- Methodist Church, 4 Hamm. 542.] ark, 1 Hare, 395; see Att.-Gen. t;. Bui- (A:) Att.-Gen. u. South Sea Company, ler, Jac. 412. 4 Beav. 457. (/) Per Lord Langdale, M. R., 4 (/) Att.-Gen. v. Cross, 3 Mer. 524, Beav. 458. 539. {g) Ibid. (m) Att.-Gen. v. Owen, 10 Ves. 555, Qi) Att.-Gen. 1). Owen, 10 Ves. 555; 560; Att.-Gen. v, Backhouse, 17 Ves. Att.-Gen. v. Brooke, 18 Ves. 326; Att.- 283, 291. Gen. V. Brettinghara, 3 Beav. 51; Att.- (n) Ibid. Gen. V. Pargeler, 6 Beav. 150. (o) Att.-Gen. v. Kerr, 2 Beav. 420. (p) Att.-Gen. v. Brooke, 18 Ves. 319. (1) An order for the sale of charity estates may be obtained by petition under Sir S. Romilly's Act, (52 Geo. III. c. 101.) Re" Parke's Charity, 12 Sim. 329. [But see Re Suir Island Charity, 3 Jones & Lat. 171.] ' As to leases of the charity estates, seS Att.-Gen. v. Gaines, 11 Beav. 83; Att.-Gen. v. Pilgrim, 2 Hall & Tw. 186; Att.-Gen. v. Donnington, 13 Eng. L. & Eq. 388; Black v. Ligon, 1 Harp. Eq. 205. CHARITABLE OR PUBLIC PURPOSES. 675 This is the general rule ; and trustees could rarely be advised to depart from it without the sanction of the court. But it by no means follows, that leases granted in opposition to that rule are necessarily invalid as a breach of trust. On the contrary, such leases have frequently been supported under special circumstances. Thus, where it has been the usual custom to lease for lives, or for years determinable on lives, the trustees will be justified in adopting that custom, and in granting leases in that form.(g') *But in r-^.r..-, such eases it seems that the number of lives in the grant L J ought not to exceed three.(r) Again, where the terms of the lease are fair and reasonable, and for the benefit of the charity, the court on being satisfied of those facts has upheld leases granted by trus- tees for a long term, such as eighty years, (s) or even for so long an absolute term as amounts in fact to an alienation, as 980 or 999 years •,{t) and a lease with a covenant for perpetual renewal has also been sustained on the same ground. (m) However, it is incumbent on those who seek to support charity leases of this unusual description, to establish the facts on which their validity depends; and if they fail in doing so, the leases will be set aside, and be decreed to be delivered up to be cancelled. Thus, leases for long terms of years absolute, (a;) or for a term in rever- sion,(z/) or containing a covenant for perpetual renewal, (2) have re- peatedly been set aside for want of proof of facts which could esta- blish their propriety. Where there is any doubt in the mind of the court as to the pro- priety of such leases, it will be referred to the Master to ascertain that point.(a) And in considering this question, the several terms of the lease — such as the amount of the rent, and its being fixed or liable to be increased,(6) and the covenants on the part of the lessee, as whether there is an obligation to repair, and expend money on the property,(c) will have their due weight. For the disadvantage (g) Att.-Gen. v. Cross, 3 Mer. 524; Att.-Gen. v. Owen, 10 Ves. 555; Att.- Att.-Gen. v. Crook, 1 Keen, 121. Gen. v. Griffith, 13 Ves. 565; Att.-Gen. (?■) Att.-Gen. v. Cross, 3 Mer. 539. v. Brooke, 18 Ves. 326 ; Att.-Gen. v. (s) Att.-Gen. v. Backhouse, 17 Ves. Hotham, T. & R. 209 ; Att!-Gen. v. Par- 283. geter, 6 Beav. 150; Att.-Gen. v. Foord, (i) Att.-Gen. v. Warren, 2 Svtr. 291 ; lb. 288. Att.-Gen. v. South Sea Company, 4 {y) Att.-Gen. v. Kerr, 2 Beav. 420. Beav. 453; see Att.-Gen. u. Kerr, 4 (2) Att.-Gen. i>. Brooke, 18 Ves. 319. Beav. 420, 428. [See Black v. Ligon, (o) Att.-Gen. v. May wood, 18 Ves, 1 Harp. Eq. 205; but see the remarks 315, 319; Att.-Gen. v. Backhouse, 17 of Chancellor Kent, 4 Comra. 107, and Ves. 283, 294; Att-Gen. v. Warren, 2 post, 482, note.] Sw. 302. («) Att.-Gen. v. Hnngerford, 8 BI. (i) Att.-Gen. v. Backhouse, 17 Ves. 437 ; 2 CI. & Fin. 357. 291 ; Att.-Gen. v. Owen, 10 Ves. 560. {x) Att.-Gen. v. Green, 6 Ves. 453 ; (c) Att.-Gen. v. Cross, 3 Mer. 540. 676 OF TRUSTEES FOE occasioned by the length of the term may be counterbalanced by the advantageous nature of the covenants and other stipulations. So the custom of letting usually prevailing in the country will be taken into consideration ;(cZ) although this custom ■will sanction a husbandry lease for 200 years at a fixed rent.(e) With regard to the consideration which will support a lease by triistees of charity lands, it has been laid down, that the trustees may take fines, or reserve rents, as is the most beneficial to the charity. (/) And where it is customary to lease upon fines with a small reserved rent, the trustees will doubtless be justified in adopting that custom.(5f) However, as a general rule, the most improved annual rent that can reasonably be obtained should be reserved, having due regard to the security of its payment. But whether the lease be upon fines, or at an annual rent, it may doubtless be set aside for mere inadequacy of consideration alone ;{h) although for that purpose the inadequacy must be very great, and must *be clearly proved. It will not L -I be sufficient that a little higher rent might have been ob- tained, (i) or that the value of the property at a subsequent period is shown to have been greater than the rent obtained. (^) In cases of charity property, the security of the rent is the essential point to be looked to ; and for that reason it is desirable that the tenant should have a beneficial interest in the property as an encouragement to pay his rent.(Z) Therefore, the inadequacy of the amount reserved is less a badge of fraud in this, than almost any other instance.(ra) Hence a charity lease will rarely be overturned solely for insufficiency of value ; although that, when joined with other circumstances, such as unreasonable length of the term, will materially assist the court in determining against the validity of the lease.(M) And so if there be in addition any evidence, or presumption, of collusion or cor- ruption in obtaining the lease, the court will unquestionably relieve.(o) And the tenant being a relation of the trustee is a circumstance to raise a suspicion of the existence of fraudulent motives. (p) When a lease is set aside for undervalue, both the trustees and the lessee will be liable to make good to the charity the difi"erence, be- tween the proper value and what has been actually received.(5) (d) Att.-Gen. o. Price, 3 Atk. 110; (i) Att.-Gen. v. Cross, 3 Mer. 541. AU.-Gen. v. Cross,. 3 Mer. 529, 540. (fc) Ibid. (e) Att.-Gen. v. Pargeter, 6 Beav. 150. (Z) See Watson v. Hindsworth Hos- (/) Att.-Gen. v. Stamford, 2 Sw. 591. pital, 2 Vern. 596. (g-) Ibid. (m) Ex parte Skinner, 2 Mer. 457. Ih) Eeresby iJ. Farrer, 2 Vern. 414; (n) Att.-Gen. v. Green, 6 Ves. 452; EastiJ. Ryal, 2 P. Wms. 284; Att.-Gen. Att.-Gen. v. Dixie, 18 Ves. 519; Att.- V. Gower, 9 Mod. 224; Att.-Gen. v. Gen. ■«. Brooke, 18 Ves. 326. Dixie, 13 Ves. 519; Att.-Gen. v. May- (o) Ex parte Skinner, ubi supra, wood, 18 Ves. 315; Yervel v. Sutton, (p) Ibid. Duke Ch. Us. 43 ; Eltham v. Warreyn, (j) Att.-Gen. v. Stamford, 2 Sw. 692. lb. 67. CHARITABLE OR PUBLIC PURPOSES. 677 With regard to the general powers of trustees to grant leases of charity property, it was said by Lord Langdale, M. R., in a recent case,(r) " It is certainly a strong proposition to lay down, that the trustees of a charity have the same powers which a prudent owner has with respect to his own property : there may, perhaps, be dicta which go almost to that extent, but I apprehend that much more is expected from trustees acting for a permanent charity, than can be \ expected from the ordinary prudence of a man in dealings between himself and other persons. A man acting for himself may indulge his own caprices, and consider what is convenient or agreeable to himself, as well as what is strictly prudent. Trustees of a charity, within the limits of their authority, whatever they may be, should be guided only by a desire to promote the lasting interest of the charity, "(r) Where the trustees are expressly restricted by the terms of the trust to leases of a certain form and duration, it is of course incum- bent upon them to adhere to the line thus marked out for their guidance. (s) Indeed, the court itself has no power to sanction any departure from the prescribed mode.(^) But where the trust instru- ment contains a power for the trustees to grant leases in a peculiar form, as for three lives or thirty-one years, the court, if necessary, will control the trustees in the exercise of such a power, for the benefit of the charity. (m) In granting leases of the charity property, the trustees must not stipulate for or reserve any personal benefit for themselves. For instance, where a corporation, being trustees for a cbjarity, caused a covenant to be inserted in a *lease of the charity lands, binding the lessee to grind at the corporation ^ ^ mill, it was held by the Lord Chancellor, that this covenant was im- proper, and a sufficient reason for refusing them their costs. (?;) And on the same principle, charitable trustees must not grant a lease to one of their number. And should a trustee take such a lease, and enter into possession under it, the court will charge him with an occupation rent at the extreme value. (a;) The extent of the powers of the trustees in the control and ma- nagement of charities will depend in every case on the terms of the deed or instrument of foundation. Where the general discretionary administration of the trust is committed to them, the court will not interfere with them in the exercise of their discretion, unless a breach (r) Att.-Gen. v. Kerr, 2 Beav. 428. {v) Att.-Gen. v. Stamford, 2 Sw. 592, 3. {s) See Att.-Gen. v. Griffith, 13 Ves. [x) Att.-Gen. v. Dixie. 13 Ves. 519, 565. 534; Att.-Gen. v. Clarendon, 17 Ves. {t) Att.-Gen. v. Rochester, 2 Sim. 34. 491, 500. (u) Ex parte Berkhampstead School, 2 V. & B. 138. 678 OF TRUSTEES FOR of trust be shown to have been committed.* And the right of nomi- nating and removing the objects and oflBcers of the charity, and generally of determining its mode of application within the princi- ples pointed out by the founder, will be left exclusively to them.{jf) But the trustees must be careful not to exceed the powers con- ferred on them by the instrument of foundation, or to travel out of the strict line of the trust. And if from the wording of the trust, or the change in value of the charity property, or other alteration of circumstances, any question should arise which was not clearly de- fined or provided for by the founder, they could not safely act without the direction of the court.(2) If the particular charitable purposes be clearly defined by the trust, those purposes must be carried out strictly by the trustees, and any application of the property to a difi'erent object will be a breach of trust. Thus, a trust to find a preacher in I>ale, will not be properly executed by providing one in Sale. And a trust to pro- vide a preacher will not authorize an application of the fund to the relief of the poor, or any other different purpose. (a) So, where an estate is given in trust for the repair of a chapel, the trustees must apply the whole of the rents to that object, and must not sufier the surplus to be mixed with the parish rates for general purposes.{b) And a fund vested in trustees for the purpose of esta- blishing an hospital, will be improperly applied towards lighting and paving the town.ie) Again, a trust for the benefit of the inhabitants of one parish cannot be extended by the trustees to those of other parishes.{d) And where a chapel was granted in trust for the benefit of a school, the trustees are not authorized in incurring any expense in enlarging the chapel for the benefit of the inhabitants of the hamlet where the school is situated, (e) (y) Alt.-Gen. v. Lock, 3 Alk. 164; Russ. 501; Att.-Gen. v. Earl of Lons- Atl.-Gen. v. Myddleton, 2 Ves. 327; dale, 1 Sim. 105; Att.-Gen. v. Buller, Att.-Gen. v. Corporation of Bedford, lb. Jac. 407. 505; Att.-Gen. v. Harrow School, lb. (a) Duke's Char. Us. 116; Wilves- 551 ; Att.-Gen. v. Foundling Hospital, 2 comb case, lb. 94. Ves. jun. 41; 4 Bro. C. C. 165; Att.- (6) Alt.-Gen. v. Vivian, 1 Russ. 237. Gen. V. Earl of Clarendon, 17 Ves. 491 ; (c) Att.-Gen. v. Kell, 2 Beav. 575. Ex parte Berkhampstead School, 2 V. ((/) Att.-Gen. v. Brandreth, 1 N. C. C. & B. 1 34 ; Waldo v. Caley, 1 6 Ves. 206 ; 200. Horde v. Earl of Suffolk, 2 M. & K. 59. (c) Att.-Gen. v. Mansfield, 2 Russ- (z) SeeAtt.-Gen.t). Christchurch, Jac. 501. 474; Att.-Gen. v. Earl of Mansfield, 2 ' Att.-Gen. v. Moseley, 12 Jur. 889; Willis v. Childe, 2 Eng. L. & Eq. 41; 13 Beavan, 117 (but see Doe dem. Childe u. Willis, 2 Eng. L. & Eq. 356); Regi). Darlington School, 6 Q. B. 682; Wilkes's Charity, 7 Eng. L. & Eq. 73 ; Parker v. May, 5 Cush. 351; Att.-Gen. v. Wallace, 7 B. Monr. 611. But where trustees choose to assign reasons for their action, and these reasons are insufficient to justify it, the court will interfere. Wilkes's Ch., ut supra. CHARITABLE OR PUBLIC PURPOSES. 679 So, the trustees of a charity will not be justified in placing the funds *under the control of other persons, who were not con- templated by the creator of the trust.(/) '- -^ Where the objects of a trust for charity are described in general terms, the trustees, in executing the trust, must adopt the construc- tion which has been applied by the court to those general terms. For instance, where the trust is for the " poor" of a parish generally, the charity funds ought to be applied exclusively to the relief of those poor who are not in receipt of parochial relief. {c/y- And a trust to establish a '■'■grammar school," must be executed by the establishment of a school for instruction in the classics : or at any rate a system of education, excluding the study of the classics, will be an improper execution of the trust •,{h) although, if the trust be for the maintenance of a '■•school" simply, it will be in the discre- tion of the trustees to establish a grammar school, or a school for teaching other branches of learning, subject to the control of the court.(i) And in several modern instances, the court has sanctioned the introduction of a provision for instruction in writing, arithmetic, &c., into a scheme for the regulation of a grammar school. (^) In like manner, where the trust is " for the establishment and maintenance of a place of worship for protestant dissenters," and the particular sect and nature of the doctrines to be taught, are not specified, it has been decided that no doctrines ought to be allowed to be taught, which are opposed to the opinions of the founder. And the appointment of a preacher of a difi"erent persuasion will amount to a breach of trust on the part of the trustees, for which they may be removed from the trust.(?/ (/) Att.-Gen. v. Brandreth, 1 N. C. (i) Duke's Ch. Us. 169; Att.-Gen. v. C. 200. Hartley, 2 J. & W. 370 ; Att.-Gen. v. (g) Att.-Gen. ■«. Claike, Ambl. 422; Jackson, 2 Keen, 541. Att.-Gen. v. Corporation of Exeter, 2 (4) Att.-Gen. v. Haberdashers' Com- Russ. 45, and 3 Euss. 395; Att.-Gen. v. pany, 3 Russ. 530; Att.-Gen. v. Dixie, Wilkinson, 1 Beav. 370. [But see Att.- 3 Russ. 534, n.; 2 M. & K. 342; Att.- Gen. V. Bovill, 1 Phill. 762, where this Gen. v. Gascoigne, 2 M. & K. 652; Att.- rule was disapproved.] Gen. v. Caius College, 2 Keen, 151. (A) Att.-Gen. v. Hartley, 2 J. & W. (/) Foley -y. Wontner, 2 J. & W. 247 • 353; Att.-Gen. «. Dean of Christchurch, Att.-Gen. v. Pearson, 3 Mer. 353; and Jae. 474; Att.-Gen. v. Earl of Mans- 7 Sim. 290; Att.-Gen. v. Shore, 7 Sim. field, 2 Russ. 501; Re Bedford Charity, 309, n. [9 CI. & F. 390 : (Lady Hewley's 2 Sw. 528. Charities) ] ; Att.-Gen. v. Drummond, 1 Dr. &W. 353; 3 Id. 162. ' See, as to the apportionment of bequests to the " poor of a parish," on the divi- sion of the latter into districts, Re West Ham Charities, 12 Jur. 783 ; 2 De G. & Sm. 218 ; and as to the division of a township, where funds have been appropri- ated for school purposes for its inhabitants, Plymouth v. Jackson, 15 Penn. St. Rep. 44. ^ See, on this subject, Att.-Gen. v. Shore. 9 CI. & F. 390; Att.-Gen. v. Wilson, 680 OF TRUSTEES FOR So, where a lease was granted to trustees in trust for " the congre- gation of protestant dissenters of the Presbyterian persuasion, who then met at a house belonging to A.," to be used as a meeting-house "for the said congregation of protestant dissenters," and the congre- gation in question had always acted upon the system of doctrine and discipline of the Church of Scotland ; it was held that the minister and majority of the existing congregation forfeited their interest by seceding from that form of worship, and that the trustees were justi- fied in removing them by ejectment.(w2) Where a trust is created for maintaining " the worship of God," without prescribing the form of worship, the object will be presumed to have been in favor of the Established Church, and the trust must be executed accordingly. (w) Where" an estate was vested in trustees in trust for the repair of a church and chapel, it was held, that the trustees were justified in ap- plying accumulated rents in rebuilding the chapel; although the corpus of *the property could not be so applied : and it L -■ seems that the trust did not authorize any payments towards the fitting up of the chapel. (o) (m) Broom v. Summers, 10 Law (n) Att.-Geii. u. Pearson, 3 Mer. 409. Joura. N. S., Chanc. 71. (o) Att.-Gen.'w. Foyster, 1 Anst. 116. 16 Sim. 210; Att.-Gen. i). Munro, 2 De G. & Sm. 122; Glasgow Coll. u Atl.- Gen., 1 H. L. Gas. 801, overruling S. C., 2 Coll. 665; Att.-Gen. v. Button, 1 Drury, 480; Drummond v. Att.-Gen., 2 H. L. Cas. 837, 2 Eng. L. & Eq. 15; Att.- Gen. V. Murdock, 7 Hare, 445; aff. 1 De G. M. & G. 86, 12 Eng. L. & Eq. 83; Att.-Gen. v. Lawes, 8 Hare, 3^. The better doctrine appears to be, in the United States, that the court will interfere to prevent a diversion of the temporalities of a church, whether by a majority or minority of its members; and to require them to be appropriated to the support of the form of worship, and to teaching the doctrines, for which they were originally intended. Miller v. Gable, 10 Paige, 647 ; Gable v. Miller, 2 Denio, 492 ; Field v. Field, 9 Wend. 394 ; Kniskern v. Lutheran Churches. 1 Sandf Ch. 439; Hendrickson v. Dean, Saxton, 577; App. V. Lutheran Congregation, 6 Barr, 201 ; Trustees v. Sturgeon, 9 Barr, 322; see Denn v. Bolton, 7 Halsted, 205 : Contra, Organ Meeting-House v. Seaford, 1 Dev. Eq. 453; Keyser i>. Stanisfer, 6 Hamm. 363. In order to ascertain what were those doctrines, reference may be made to history, and to the prior and contem- poraneous standard theological writers of the time. Att.-Gen. v. Shore, 9 CI. & F. 390: Drummond v. Att.-Gen. 1 H.L. Cas. 801 ; Gable v. Miller, 2 Denio, 492 ; Tras- tees V. Sturgeon, 9 Barr, 322 ; Kniskern v. Lutheran Ch., 1 Sandf. Ch. 439. But this is merely on the usual ground of determining what were the circumstances in which the donor or testator was placed, in order to ascertain, the meaning he applied to his words ; and, therefore, evidence of his particular opinions is inad- missible. Drummond v. Att.-Gen. ; Trustees v. Sturgeon ; ut supra. See, further, as to the separation of religious bodies, Skilton i>. Webster, Bright. N. P. 203; Presbyterian Congregation v. Johnston, 1 Watts & S. 1 ; Hadden v. Chorn, 8 B. Monr. 78. A mere change of name by a religious society will not affect any of its rights. Cahite v. Bigger, 8 B. Monr. 213. CHARITABLE OR PUBLIC PURPOSES. 681 It has been decided, that the trustees of a school may increase the salaries of the master and usher, which had been fixed by the will at a certain amount, where the circumstances of the charity property admitted of the increase, and where the increase of the salaries was not prohibited by the will.(p) However, in the absence of special discretionary powers, trustees could rarely be advised to take upon themselves the responsibility of any such unauthorized application of the funds. A trust for the " relief of the poor" has been held to authorize the trustees to apply the fund in building a school-house for the educa- tion of the children of the parish.(5) Where the court is in possession of the fund given in trust for charity, it will not in general deliver it over to the uncontrolled ad- ministration of the trustees, however ample may be their discretion- ary powers ; but it will usually be referred to the Master to approve of a scheme in order to insure the due application of the whole of the fund.(r) However, in a late case a fund in court was ordered to be transferred to the legatees in trust to be administered by them, although it was objected on behalf of the Attorney-General, that a scheme ought to have been directed. (s) And if the gift be in trust for an established charity, payment will be directed without any re- ference. (^) And where the trust is for a foreign charity, the court has no jurisdiction to direct a scheme, but will order the fund to be paid over to the trustees.(M) It is a rule of the court not to marshal the assets of a testator in favor of legacies to charity, so as to give them efi'eet out of the per- sonal estate, where they are void, so far as they touch any interest in land, (a;) Neither the old Statutes of Limitation, («/) nor the late act 3 & 4 (p) Att.-Gen. v. Dean of Christchurch, Minet v. VuUiamy, lb. 1 13 ; Att.-Geii. v. 2 Russ. 321. Lepine, 2 Sw. 181. ^ (g) Wilkinson v. Malin, 2 Tyr. 544, (a:) Mogg v. Hodges, 2 Ves. 52 ; 5T0. Att.-Gen. v. Tyndall, Ambl. 614; Fors- (r) Supple V. Lawson, Ambl. 730 ; ter v. Blagden, lb. 704 ; Hillyard v. Waldo V. Caley, 16 Ves. 211; Well- Taylor, Ambl. 713; Att.-Gen. ■«. Hurst, beloved v. Jones, 3 S. & St. 40 ; Cor- 2 Cox, 364 ; Makeham v. Hooper, 4 poration of Sons of Clergy v. Mose, 9 Bro. C. C. 153. [See ante, 457, note.] Sim. 610. {y) Att.-Gen. v. Mayor of Coventry, («) Society for Propagation of Gos- 2 Vern. 399; 7 Bro. P. C. 235 ; 3 Mad. pel V. Att.-Gen., 3 Rnss. 143. 353 : Att.-Gen. v. Mayor of Bristol, 2 J. (0 1 S. & St. 43; 9 Sim. 610. & W. 321; Att.-Gen. v. Mayor of Exe- (u) Provost of Edinburgh v. Aubery, ter, Jao. 448 ; Irish Incorporated Society Ambl. 236 ; Emery «). Hill, 1 Russ. 112; ■!;. Richards, 1 Dr. &W. 258; Att.-Gen. V. Hungerford, 8 Bl. N. S. 437. 682 OF TRUSTEES FOR Will. IV. c. 27, apply to any questions between the trustees and the objects of the charity as to the appropriation or application of the trust property.(2) Although an adverse enjoyment of any part of the fund by the trustees for a long period, is a very material point for consideration in putting a construction upon the interest on which such a question may arise. (a)' i- Q *Where upon an information or suit, the court has decided •- J against the right of the trustees of a charity to appropriate any part of the funds for their own benefit, the decree for an account of the sums improperly appropriated by them has frequently, and indeed will ordinarily be limited to the time of the filing of the in- formation or bill, if the misappropriation have been made for a long period, through real mistake, and without any corrupt motive, and if the evidence or answer of the trustees disclose no reason for extend- ing the account farther back. (6) And the circumstances of the trus- tees being a corporate body, will increase the disposition of the court to apply a lenient construction to their proceedings ;(c) although in a proper case the court will also struggle to adopt a similar rule in favor of a trustee, who is a private individual. ((^) _^ But this relaxation of the strict rules of equity is a matter of dis- cretion, in the exercise of which the court will be governed by the particular circumstances of each case.(e) And it is clear, that if (z) See Sir E. Sugden's observations Russ. 50 : Att.-Gen. v. Burgesses of in Irish Incorp. Society v. Richards, 1 East Retford, 2 M. & K. 35: Att.-Gen. Dr. & W. 287, 8; and Att.-Gen. v. Per- u. Mayor of Newbury, 3 M. & K. 650; see, 2 Dr. & W. 67; Att.-Gen. u. Flint, Att.-Gen. v. Prettyman, 4 Beav. 462; V. C. Wigram. [4 Hare, 147; Coram. Att.-Gen. d. Drapers' Company, lb. 67; of Donations v. Wybrants, 2 Jones & Att.-Gen. v. Christ's Hoispital, lb. 73 ; Lat. 183.] Att.-Gen. v. Drapers' Company, 6 Beav. (a) Att.-Gen. v. Mayor of Bristol, 2 J. 382. & W. 321; Att.-Gen. v. Mayor of Exe- (c) Att.-Gen. v. Mayor of Newbury, ter, .Jac. 448. 3 M. & K. 651. (6) Att.-Gen. ■«. Johnson, Ambl. 190; (d) Att.-Gen. u. Prettyman, 4 Beav. Att.-Gen. v. Owen, 10 Ves. 555 ; Att.- 462 ; and see Att.-Gen. v. Caius Col- Gen. V. Griffith, 13 Ves. 565; Att.-Gen. lege, 2 Keen, 150, 167. «. Dixie, lb. 519; Att.-Gen. w. Skinners' (e) Att.-Gen. v. Mayor of Exeter, Company, 5 Mad. 173; Att.-Gen. v. Jac. 449, 450; Att.-Gen. d. Prettyman, Mayor of Coventry, 7 Bro. P. C. 235; 4 Beav. 466; Att.-Gen. v. Drapers' Att.-Gen. u. Corporation of Exeter, 2 Company, 6 Beav. 382. ' No neglect or perversion of the funds of a charity, by the trustees, will be permitted to affect it. Hadley v. Hopkins's Academy, 14 Pick. 240; Griffitts v. Cope, 17 Penn. St. 96 ; Wright v. Linn, 9 Barr, 433 ; Att.-Gen. v. Wallace, 7 B. Monr. 611; Price v. Methodist Church, 4 Haram. 542 ; McKissick v. Pickle, 16 Penn. St. J 48. The declarations of a trustee for a charity will not affect the per- sons interested in the trust, McKissick v. Pickle, ut supr. But the general rule does not apply where there is express limitation over from one charity to another, con- tingent on the neglect of the trustees of the first to carry out the provisions of the will. Christ's Hospital v. Grainger, 1 Mac. &G. 460; 14 Jur. 339. CHARITABLE OE PUBLIC PURPOSES. 683 there be any wilful or improper conduct on the part of the trustees, the retrospective account will be decreed against them from the com- mencement of the misappropriation of the fund.(/) And if they continue to appropriate the charity funds after receiving due notice of the impropriety of such a course, they would be ordered to ac- count from the time of their receiving the notice. (^) And if they should confound the particular fund in question with other charita- ble funds, also under their control, in one general account, instead of keeping the accounts separate, that would be an act of mal-ad- ministration, for which no goodness of intention (supposing them to be cognizant of the confusion they were effecting) could excuse them.{hf Moreover, the promptitude of the trustees in assisting the court to rectify the error, will be an important ingredient for consideration in deciding upon the extent of their liability. But in order to en- title them to the indulgence of the court, they ought by their answer to give every possible information and facility, in order to the due decision of the question. (^) And if there be any resistance on their part to the establishment of the right, or any concealment of the evidence, it becomes a much more difficult thing for the court to give them the benefit of its discretion in these cases. (yfc) In some instances the court, notwithstanding the blamelessness of the *trustees, and the hardship of the case, has not thought p^ .^/^-. proper itself to limit the strict liability of the trustees, but has '- -■ referred it to the Attorney-General, to consider whether it were a pro- per case in which to enforce the extreme rights of the charity.(?) If the trustees, by their answer, recognise and establish their liability to account for the charity funds beyond the filing of the in- formation, the court will act upon the admission, and decree the re- trospective account to that extent, although there may be no improper conduct on the part of the defendants. For instance, where the answer rendered account as far back as 1791, the decree directed the account to be taken up to that year.(ni) And so where the defen- (/) Att.-Gen. v. Brewers' Company, (A) Per Lord Langdale, M. R., in 1 Mer. 295. Att.-Gen. v. Prettyman, 4 Beav. 466; (g) See Att.-Gen. v. Burgesses of and see Att.-Gen. v. Burgesses of East East Retford, 2 M. & K. 35, 37. Retford, 2 M. & K. 35. (h) Per Lord Brougham, Ch., in Att.- (/) Att.-Gen. v. Mayor of Exeter, 2 Gen. V. Mayor of Newbury, 3 M. & K. Russ. 362, 370; Att.-Gen. v. Bretting- 651, 2. ham, 2 Beav. 91, 95; Att.-Gen. v. Pret- (t) Att.-Gen. v. Burgesses of East tyman, 4 Beav. 462, 467. Retford, 2 M. & K. 35; Att.-Gen. v. (m) Att.-Gen. v. Corporation of Staf- Prettyman, 4 Bea\'. 466. ford, 1 Russ. 547. ■ Where there is a [breach of trust by charity trustees, the party injured has no light to be indemnified out of the trust fund. Feoffees of Heriot's Hospital v. Ross, 12 CI. & Fin. 507. 684 TRUSTEES FOR CHARITABLE OR PUBLIC PURPOSES. dants (a corporation) admitted their liability to account generally for charity funds received by them, and stated, that they had always charged themselves in their books as debtors to the charity for the amount of the sums appropriated, they were decreed to account generally, without any limitation, although it was objected, that the account would thus go back for 200 years.(w) The nature of the trust instrument will also materially influence the court in directing retrospective accounts against trustees of cha- rities for their past appropriation of the funds ; and where they have acted honestly, though erroneously, under an instrument of doubtful construction, they will not be charged with any past misapplication. On this point, it has been said, by Lord Eldon, " it often happens from the nature of the instrument creating the trust, that there is great difficulty in determining how the funds of a charity ought to be administered. If the administration of the funds, though mis- taken, has been honest, and unconnected with any corrupt purpose, the court, while it directs for the future, refuses to visit with punish- ment what has been done in time past. To act on any other prin- ciple would be to deter all prudent persons from becoming trustees of charities. "(o) There has already been occasion to consider the extent of the jurisdiction of the court in removing trustees of charities, and ap- pointing others in their places, as well as the circumstances and the manner in which that jurisdiction will be exercised. (p)' It may be here repeated, that in charity cases, the court will direct, that the newly-appointed trustees shall be at liberty to appoint others to suc- ceed them when necessary. (g') And also, that new trustees of a charity will never be appointed without a reference to the Master.(r) The efiect of a power in the trust instrument to appoint new trus- tees, has also been considered.(s) It may be almost unnecessary to remark, that if there be a gift to an established charitable institution, or to the governors, or treasurer, &c., of such an institution, without expressly declaring any trust, the donees will take as trustees for the charity, and not for their own benefit.(i) (n) Att.-Gen. v. Mayor of Exeter, (5) Att.-Gen. v. Earl of Winchelsea, Jac. 443; S. C, 2 Russ. 362. Seton Decr.131 ; Ee 52 Geo. III.,c. 101; (0) Att.-Gen.u. Corporation of Exeter, 12 Sim. 262. 2 Russ. 45, 54. (r) Alt.-Gen. v. Arran, 1 J. &. W. 279. (p) Ante, Pt. I., Div. III., Ch. 11., p. (s) Ante, Pt. I., Div. III., Ch. I. 190, and notes. (?) Irish Incorporated Society v. Rich- ards, 1 Dr. & W. 294. ' It seems, that a testamentary trustee of a charity will not be removed merely because he is bankrupt, and occasionally residing abroad. Archbold v, Comm. Charitab. Donations, 2 H. L. Cases, 440. In Massachusetts, trustees of a charity are not obliged to give bond, as in other cases. Lowell's App., 22 Pick. 215. OF POWERS OF SALE. 685 *III.— OF TRUSTEES OF POWERS. [*471] I.— Or Powers of Sale [471]. HI. — Op Powees of Changino Secu- II.— Of Powers of Leasino [480]. rities [482]. IV. — Of Discretionary Powers [485]. I. — OF POWERS OF SALE. A trustee could rarely be justified in selling the trust estate for any purpose, however beneficial, without an authority express or im- plied conferred on him for that purpose by the trust instrument : and wherever the nature or duration of the trusts, or the description of the property, renders the necessity for a sale at all probable, a power of sale should never be omitted. A power of sale may be given to trustees, either as appendant to the legal estate, and to take effect out of it ; or, it may exist as a mere collateral authority, unaccompanied by any legal interest in the property to be sold. In the latter case, if the trust be created by will, the legal estate will descend to and remain vested in the tes- tator's heir until devested by the execution of the power, whereupon, it will pass to the vendee. (<) For instance, if a testator devise lands to his executors to sell, the freehold will pass to them by the devise, coupled with the power ; but if the devise be merely, "that his executors shall sell" the land, the executors take only a power, and the freehold vests in the heir by descent.(M) And so it seems to be the better opinion, that a devise of lands to he sold hy the executors, without any words of direct gift, will invest them with a fower only, and not pass the legal estate, (a;)^ (0 Earl of Stafford v. Buckley, 2 Ves. («) See 1 Siigd. Few. 128, 6th edit., 179; Warneford v. Thompson, 3 Ves. and authorities there cited, jun. 513 ; 1 Sugd. Pow. 115, et seq. 6th {x) 1 Sugd. Pow. 133. edit.; see Forbes v. Peacocls, 11 Sim. 152. 'See on these distinctions, 4 Kent's Comm. 331, &c. ; 4 Greenl. Cruise. 199, note; and see Peter v. Beverly, 10 Pet. 532; 1 How. U. S. 134; Jackson v. Burr, 9 John. R. 104; Peck v. Henderson, 7 Yerg. 18 ; Ferebee v. Proctor, 2 Dev. & Batt. 439; 1 Dev. & Batt. Eq.496; Haskell v. House, 3 Brevard, 242; Tainteru. Clark, 13 Melcalf, 220; Zebach u. Smith, 3 Binn. 69; andpost, 472, note. Where there is only a naked power, the legal estate vests in the heir till the sale, who, before that period, will be entitled to the rents and profits : Haskell v. House, 3 Brevard, 242 ; Thornton v. Gaillard, 3 Rich. 418 ; Bradshaw v. Ellis, 2 Dev. & B. Eq. 20; Marsh v. Vi^heeler, 2 Edw. Ch. 156; Taylor v. Benham, 5 How. 269; Linden- berger v. Matlack, 4 Wash. C. C. 278 ; Jackson v. Burr, 9 John. R. 104 ; Allen V. De Witt, 3 Comstock, 276; though he be at the same time executor. Schwartz 686 OF POWERS OF SALE.. It is clear, that no precise form of words is requisite for creating a power of sale, powers are mere declarations of trust, and any words, however informal, which show an intention to create such a power, will be suflScient for the purpose. (^) Thus, as we have already seen, the trustees will take a power of sale by implication, under a trust for the payment of debts : for such a power is neces- sary to the due execution of the trust. (2)* Without entering into a discussion of the law affecting powers in general (which would be foreign to the object of the present work), we will now proceed to consider some of the principal points which arise from the power of sale being vested in trustees, instead of in the beneficial owners. It has been decided, that where a will directs an estate to be settled to uses in strict settlement, a power for trustees to sell with the con- sent of the tenant for life, cannot be inserted in the settlement r*4721 ''^^'^°'^* *ii express *provision : not even where there is a direction by the testator for the insertion of "all proper powers and authorities for making leases, and otherwise, according to circumstances. "(6)1 (2/) 1 Sugd. Vow. 1 16. (6) Brewster v. Angell, IJ. & W. 625 ; (2) Ante, Pt. III., Ch. II., Sect. 2, PI. Horn v. Barton, Jac. 437, S. C. II.; Wood V. White, 4 M. & Cr. 481, 2. Estate, 14 Penn. St. R. 47. So of a devisee. Guyer v. Maynard, 6 Gill & John. 420. But this internnediate estate will be destroyed, and the interest therein of creditors or purchasers defeated by the exercise of the power. Braman v. Stiles, 2 Pick. 464. In Pennsylvania, by the 13th sect, of the Act of 1834 (Dunlop Dig. 511), executors, with a naked power of sale over real estate, take and hold the same interest therein, and have the same powers and authorities for all purposes of sale and conveyance, and also of remedy by action, or otherwise, as if the same had been devised to them to be sold. In New York, by the Revised Statutes, on the other hand (Part II. ch. 1, tit. 2, art. 2, § 56), a devise to executors, or other trustees, to be sold or mortgaged, where they are not also authorized to take the rents and profits, vests no estate in them ; but is only valid as a power, and the land descends to the heirs, subject to the power. In the United States, ■generally, there are also various statutes, too numerous to be particularised, authorizing the sale of real estate for debts, and other purposes, by executors, and other trustees, on application to the proper court. ' See ante, 342, 355, and notes. It is not necessary that there should be a specific authority given to the trustee, to enable him to sell. If a sale is necessary to the due execution of the trust, it will always be inferred, that the testator means to give, to the person directed or empowered, every authority which is necessary for his declared purpose. 2 Spence Eq. Jur. 366, and cases cited; Going V. Emery, 16 Pick. 111. Thus, a direction to divide and pay over the shares to legatees, where a literal division is impracticable, implies a power to sell for the purpose. Winston v. Jones, 5 Alab. 550. But a mere direction to divide is not enough. Craig v. Craig, 3 Barb. Ch. 76. So a power to locate and survey will not authorize a sale. More v. Lockett, 2 Bibb. 69. And see Clark v. Riddle, 11 S. & R. 311. OF POWERS OF SALE. 687 But it has been held on the construction of marriage articles, that a power of sale and exchange was properly introduced into a settle- ment, where the articles contained a direction for the insertion of "all usual and proper powers, ^e.," in the settlement. (c) In the case of Hill v. Hill,(c2) the Vice-Chancellor (Sir L. Shadwell) said, " there is a palpable distinction between inserting in a settlement powers for the management and better enjoyment of the settled estates, which are beneficial to all parties, and powers, which confer personal privileges on particular parties, such as powers to jointure, to raise money for any particular purpose, &c. But powers of leasing, of sale and exchange, and (in certain cases) powers of partition, of leasing mines, and of granting building leases, are powers for the general management and better enjoyment of the estates ; and such powers are beneficial to all parties." However, even in a trust created by articles, if there be no posi- tive direction for the insertion of a power of sale, or at all events of " the usual and proper powers," it seems that such a power cannot be introduced into the settlement, (e) And even where there is a general direction in the articles for the insertion of " all usual and proper powers," a trustee, who sells under a power of sale inserted in the settlement under that general direction, can scarcely confer a marketable title according to the present state of the authorities. A power of sale, whether it be a common law authority, or one taking effect under the Statute of Uses, can be exercised only by the parties to whom it is expressly given. Hence doubts have occa- sionally arisen as to the validity of the execution of the power after the death of the original donees. For instance, where a power is given to two or more persons bi/ name without any words of survivor- ship, it cannot be exercised by the others alone after the death or renunciation of any one of the donees.(/) But where the power is conferred on "the trustees" as a class and not by name, there the power will be continued as long as there are more trustees than one, by whom it may be exercised, although no words of survivorship be added. (^) If the power were given to persons nominatim, but also in their character of trustees without any words of survivorship, it might still be a matter of doubt, whether the power would exist after the death of any of the original donees.(A)' (c) Peake v. Penlington, 2 V. & B. (/) 1 Sugd. Few. 141, 144, 6th edit. 311 : Hill V. Hill, 6 Sim. 136; see Wil- Ig) Ibid, liams V. Carter, 2 Sugd. Pow. App. 23. (Ji) 1 Sugd. Pow. 141, 144, 6th edit.; {d) 6 Sim. 144. Co. Litt. 113, a. note 2. (e) 2 Sugd. Pow. 484, 6th edit. ' Where a power of sale is given to several executors, viriute officii, or is given to them by name, but is coupled with an interest or trust, the power maybe ex- 688 OF POWERS OF SALE. Upon the same principle where a power of sale was reserved in a settlement to three trustees by name and their heirs, it was held by ereised by tlie survivor. Osgood v. Franklin, 2 J. C. R. 19; Zeback v. Smith, 3 Binn. 69 ; Wood v. Sparks, 1 Dev. & Batt. 389 ; Burr v. Sim, 1 Whart. 266 ; Niles V. Stevens, 4 Denio, 399; Coykendall v. Rutherford, 1 Green. Ch. 360; Putnam Free School v. Fisher, 30 Maine, 526; Jackson v. Burtis, 14 Johns. 391 ; Sharp V. Pratt, 15 Wend. 610; Peters v. Beverly, 10 Peters, 532; 1 How. U. S. 134- Robertson v. Gaines, 2 Humph. 367 ; Miller v. Meetch, 8 Barr, 417 ; Muldrevp v. Fox, 2 Dana, 79 ; 4 Kent's Coram. 326; note to 4 Greenl. Cruise, 148. See also, ante, 220, 307, and note. As to what interest is requisite to enable a surviving trustee, &c., to exercise a power of sale, see Watson v. Pearson, 2 Exch. 580, and American note. The statute law of many of the States, authorizes the survivor of several executors to exercise powers of this nature given, by will. Dunlop, Penn. Dig. 519, Act of 1834, H3; New Jersey Rev. Code, tit. X., Ch. 7, Sect. 19; How. & Hutch., Mississippi Dig. 413; Rev. St. Arkansas, Ch. IV. § 144; Mis- souri, Rev. St., Ch. 3, Art. 3, § 1 ; Alabama, Aik. Dig. 450 ; Lucas v. Price, 4 Alab. 683. In some, indeed, the provision is general, and applies to all trustees. New York Rev. St., p. II. Ch. 1, tit. 2, Art. 3, § 112: Delaware Rev. Code, Ch. 90, Sec. 17; Ohio Rev. Stat., Ch. 129, Sect. 59, 60. But the Revised Statutes of New York do not authorize a part of the executors to execute a power, where their co-executor has been discharged by the court, after acceptance ; it seems that the court must appoint. Matter v. Van Wyck, 1 Barb. Ch. 565. Whether these acts extend to the case of discretionary powers, is not clearly settled. It has been held in Kentucky, that the statute of that State did not apply to them. "Wooldridge v. Watkins, 3 Bibb. 350; Clay v. Hart, 7 Dana, 1; see Brown v. Bobson, 3 A. K. Marsh. 331. So in Mississippi, Bartlett v. Sutherland, 2 Cushman, Miss. 401. But in Taylor v. Morris, 1 Comstoek, 341, under the New York statute, an opposite conclusion was come to; the decisions in Ken- tucky were dissented from, and the cases of Chauel i;. Villeponteaux, 3 McCord, R. 29, and Wood v. Sparks, 1 Dev. & Batt. 389, under the 21 Henry 8, with regard to non-acting executors, approved and followed. But see Shelton v. Horner, 6 Metcalf, 462; and Ross i;. Barclay, 18 Penn. St. 179. In Earl Gran- ville V. McNeil, 13 Jur. 252, 7 Hare, 156, under the latter statute it was said, that the question was, whether the confidence was reposed in the individuals named, or in the persons who should de facto fill the office of executor ; and in the par- ticular case, which was that of a power of appointing new trustees, reserved by a settlement on trusts for sale, to one of the parlies, his executors, administrators, and assigns, it was held that the renunciation of one executor did not affect the exercise of the power by those remaining. See also, Affleck v. James, 13 Jur. 756, 17 Sim. 121. It seems clear in England, however, that a purely discre- tionary power will not survive without express words. See post, 489 ; 1 Sugden on Powers, 7th Ed. 150, 152, 319. As a general rule, administrators cum testamento annexo, succeed only to the ordinary administration duties and authorities, and cannot therefore exercise any trust, or power given by will, with reference to real estate. Moody's Lessee v. Vandyke, 4 Binn. 31 ; Tainter v. Clark, 13 Metcalf. 220; Lucas v. Doe, 4 Alab. 679 ; Hall v. Irwin, 2 Gilm. 180; Hunt v. Hadden, 2 Mass. 160; Wills v. Cow- per, 2 Ohio, 124; Knight v. Loomis, 30 Maine, 208; Conklin ij. Egerton, 21 Wend. 430 (but see remarks 4 Kent, 7th Ed., note (2), to page 343) ; Jackson v. Potter, 4 Wend. 672 ; McDonald v. King, Coxe, 432 ; Armstrong v. Park, 9 Humph. 195; Drane v. Bayliss, 1 Id. 174. This, however, has been altered by OP POWERS OF SALE. 689 the Court of K. B., that two surviving trustees could not execute the power.(i) And although this decision was afterwards disapproved of by Lord Eldon, yet that eminent judge felt himself so far bound by its authority as to refuse *to compel a purchaser to take a r^^iro-i title under somewhat similar circumstances. (^) However, in a recent case, where a testator devised all his residuary estate to three persons by name, and to their respective heirs and assigns, in trust first that they the "above named" devisees "and their respec- tive heirs and assigns" should sell ; the Vice-Chancellor of England held, that on the construction of a will, the two survivors of the three devisees had power to sell, and his Honor rejected the words "re- spective" as inconsistent with the general intention. (Z) Where the power is given to several persons by name {as trustees), and " the survivors and survivor, and the heirs of the survivor," it is (i) Townsend v. Wilson, 1 B. & AM. (i) Hall v. Dewes, Jac. 189. 608; S. C. 3 Mad. 261. (0 Jones v. Price, 11 Sim. 557. statute, with regard to powers of sale, in several of the States. See Dunlop Penn. Dig. 530, Act of 1834, ^ 67; Com. v. Forney, 3 W. & S. 357; Ohio, Rev. St. Ch. 129, § 59; New Jersey, R. S. Tit. X. Ch. 7, } 19; North Carolina, R. S. Ch. 46, § 34 (though only implied in executor, Hester v. Hester, 2 Ired. Eq. 330; Smith V. McCrary, 3 Id. 204) ; Missouri, R. S. Art. 3, Ch. 3, H ; How. & Hutch. Miss. Dig. 413; Arkans. R. S. Ch. IV. § 144; Vermont, R. S. Tit. 12, Ch. 46, Sect. II. {semble) ; South Carolina, 5 Coop. Stat. 15; see Drayton v. Grimke, 1 Bail. Eq. 393 ; Virginia, Rev. Code, p. 545; see Brown v. Armistead, 6 Rand. 671 ; Kentucky, Act of 1810, 1 Stat. 671 ; see Owens v. Cowan's heirs, 7 B. Monr. 156. But, as in the case of a surviving executor, above referred to, it has been held in some States, that these provisions do not extend to discretionary powers, or per- sonal trusts. Brown v. Hobson, 3 A. K. Marsh, 381; Woodridge v. Watkins, 3 Bibb. 350 ; Montgomery v. Milliken, Sm. & M. Ch. 498 ; 5 Sra. & M. 188. See Conklin v. Egerton, 21 Wend. 430 ; 25 Wend. 224; Tainter v. Clark, 13 Metoalf, 220. So, in Pennsylvania, in the recent case of Ross v. Barclay, 18 Penn. St. R. 179, it was held that the 67th Sect, of the Act of 1834, only authorized an ad- ministrator c. t. a., to execute a power to sell for the payment of debts ; but not to execute a trust for a collateral purpose, or to exercise a discretionary power ;. and therefore that a power of sale for accumulation and division did not devolve upon him. In Brown v. Armistead, 6 Rand. 594, however, it was held that the' administrator with the will anne.xed, could act under a direction to sell given to> executors, " provided the land will sell for as much as in their judgment will be- equal to its value," the proceeds of sale to be applied by a trustee named ; the power being imperative, and not vesting any peculiar personal confidence in the- executors. See Taylor v. Morris, 1 Comstock, 341. Where a power of sale in a mortgage is given to the mortgagee, his executors, administrators, and assigns, it may be of course exercised by an administrator, c. t. a. Doolittle v. Lewis, T J. C. R. 48. The husband of an executrix, acting in her right, carinot exercise a power o£ sale given to her. May's heirs v. Frazee, 4 Litt. 391. U 690 OF POWERS OF SALE. settled, that the power may be well exercised by the only acting trustee or his heirs, in case the others renounce the trust. (m) But where the power is confided to the trustees "and their heirs" only, and not their assigns, it cannot be exercised by persons claim- ing by assignment from the heirs of the original tru8tee.(?i) And in a similar case, a devisee of the original trustee is equally incapable of exercising the power, for a devise is also an assignment.(o)' And from the observations of Sir L. Shadwell, V. C.E., in the recent case of Cooke v. Crawford, which has been just referred to, it seems to be very questionable whether a devisee of a trustee would be entitled to exercise powers of sale, or other powers, vested in his testator as trustee, even where the power was limited to the trustee and his assigns : and his Honor in that case expressed a strong opinion against the power of a trustee to delegate the execution of a trust to his devisee in any case.(^) The power of sale should be carefully framed so as to avoid any question of this nature, and it should be conferred expressly on the trustees, and the survivors or survivor of them, and the heirs, or exe- cutors, or administrators of such survivor, and their or his assigns. If a power of sale be created by a will, but without declaring by ■whom it is to be exercised, but the proceeds of the sale are directed to be applied or distributed by the executor or any other person, the executor or that other person will take the power of selling by im- plication, unless any contrary intention appear from the will.(2)^ (m) Hawkins v. Kemp, 3 East, 410; (5) Newton v. Bennet, 1 Bro. C. C. Cooke V. Crawford, 11 Law Journ. N. 135; Elton v. Harrison, 2 Sw. 276, n.; S., Chanc. 406, and 13 Sim. 91 ; and see Blatch v. Wilder, 1 Atk. 420; Benthami). Eaton V. Smith, 2 Beav. 239; Sharp v. Wiltshire, 4 Mad. 44; Tylden v. Hyde, Sharp, 2 B. & A. 405. [See ante, 226, 2 S. & St. 238 ; Forbes v. Peacock, 11 307, and notes.] Sim. 152 [S. C, 12 Sim. 528; 11 M. {n) Bradford v. Belfield, 2 Sim. 264. & W. 630; Curtis v. Fulbrook, 8 Hare, (0) Cooke u. Crawford, ubi supra. 28; Watson v. Pearson, 2 Exch. 580; (p) Cooke V. Crawford, 13 Sim. 97; Gosling v. Carter, 1 Coll. 644; and see sed vide, How v. Whitfield, 1 Ventr. Doe v. Hughes, 3 Engl. L. & JEq. 558] ; 338; 1 Freem. 476; and see post, p. 541 Ward v. Devon, 11 Sim. 160, stated; [Disabilities of Trustees]. sed vide Patton v. Randall, Ij. &W. 189. ' But see note (1) to page 2'83, ante. 'As a general rule, a direction in a will that real estate shall be sold for the payment of debts and legacies, or for division or distribution, without specifying by whom, vests a power of sale in the executors by implication : Davoue v. Fanning, 2 John. Ch. R. 254; Bogert v. Hertell, 4 Hill, 492; Meakings v. Crom- well, 2 Sandf. S. C. 512, affirmed, 1 Selden, 136; Dorland v. Dorland, 2 Barb. S. C. 63; Lloyd v. Taylor, 2 Dallas, 223; Houck v. Houck, 5 Barr, 273; Silver- thorn V. McKinster, 12 Penn. St. 67 ; Putnam Free School v. Fisher, 30 Maine, 523 ; Foster v. Craig, 2 Dev. & Batt. Eq. 209 ; Robertson v. Gaines, 2 Humph. 378; Magruder v. Peter, 11 Gill. & J. 217; Peter v. Beverly, 10 Peters, 532; S.C. OF POWERS OF SALE. 691 The trustees of a power of sale are interposed principally for pro- tecting the settled estate against the tenant for life. It will there- fore be a breach of trust on their parts to employ or suffer the tenant for life to exercise the power and to sell the settled property as their agent, and the court will refuse to enforce the specific performance of a contract made by the tenant for life under such circumstances.(r) But where the trustees have a power of sale with the consent of the tenant for life, and the estate is sold, and the purchase-money received by *the tenant for life, who makes a contemporane- p^^^ •-, ous purchase of another estate, it will be held, that the tenant L J for life acted throughout as the agent of the trustees, both in the sale and the reinvestment, and the estate so purchased will therefore be treated as subject to the trusts of the settlement, although the conveyance is taken absolutely in the name of the tenant for life.(s) A trustee is not justified in delegating the power of sale to a stranger,(<)' although he may doubtless employ a solicitor or other (r) Mortlook v. BuUer, 10 Ves. 309, («) Price v. Blakemore, 6 Beav. 507. 313. ^ (i) Hardwick v. Mynd, 1 Arist. 109. 1 How. U. S. 134; contra, in South Carolina, Draylon v. Drayton, 2 Desaus. 250 ; Shoulbred v. Drayton, Id. 246. But in Geroe v. Winter, 1 Halst. Ch. 655, on a devise to children in fee, " to be divided or sold as two (out of three) could agree," it was held that there was no implication of a power of sale in the exe- cutor. And if, as in the case of a prior devise for life to the executor, the sale is directed to take place after his death, he can neither sell, nor transmit the power to his executor: Waller v. Logan, 5 B. Monr. 516. In some of the States it is expressly provided by statute that powers of sale not given to any one by name, shall vest in and be exercised by executors: see Dunlop, Penn. Dig. 518, Act of 1834, § 12; Rev. Code Delaware, ch. 90, ^ 17; Clay's Alab. Dig. 598, ^ 14; Missouri, R. S., ch. 3, art. 3, §1 ; How. & Hutch., Mississippi, 413; Rev. St. Ark., ch. iv. § 144 ; South Carolina, Act of 1787, 5 Coop. St. 15. In the last four States (ut supra), the provisions also extend to cases where a trustee has been ap- pointed by will to make sale, but has refused to act, or has died before execution of the power. ' Black -«. Irwin, Harper's Law R. 411 ; Pearson v. Jamison, 1 McLean, 199: Bergen v. Duff, 4 J. C. R. 368; or even to his co- trustee: Bergen v. Duff, ut supr. But in Sinclair v. Jackson, 8 Cowen, 582, it was said to be the better opinion, that trustees with a power might act by attorney, if they restricted him to the conditions imposed on themselves. So in Hawley v. James, 5 Paige, 487, the Chancellor, after deciding, that •'' a general authority to sell and convey lands belonging to the estate, or to contract absolutely for the sale of such lands," cannot be given by trustees with a power of sale, observes: "But they may intrust an agent with an authority to make conditional sales of land lying a dis- tance from the place of residence of the trustees, subject to the ratification of the trustees ; . . . and they may also empower him to make and execute valid con- veyances of the land thus sold, upoii "^compliance with the terms of sale, after such sales have been so ratified by tHfein. The purchaser in such case, however, would probably be bound to show that this condition precedent had been com- plied -wilh. The better course in a case of this kind, therefore, is to intrust the 692 .OP POWEES OF SALE. agent to conduct the usual details of the sale.(M) But the agent's authority must be in writing,(a;) and signed by all the trustees.(^) Where the power of sale is in the nature of a trust, the trustees must effect the sale within a reasonable time, although they are em- powered to sell " at such time as they may think fit." For by post- poning the sale indefinitely, they might materially affect the relative interests of the cestui que trusts for life and in remainder.(2)' How- ever, a direction to sell " as soon as conveniently may be," does not render it more imperative on the trustees to urge on the sale ; for the law implies that direction. (a) A trust to reinvest is usually attached to the exercise of a dis- cretionary power of sale given to trustees. However, it does not appear to be absolutely necessary, that the trustees should have an- other purchase immediately in view before they sell, even where the settlement does not contain the usual direction, that until a conve- nient purchase can be found, the money shall be laid out at inte- rest. (J)^ Bu't where a sale is made without any immediate prospect (u) Ex parte Belchier, Ambl. 218; 391; see Hawkins v. Chappel, 1 Atk. Ord V. Noel, 5 Mad. 498. 621, 3. (x) Mortlock i;. BiiUer, 10 Ves. 311. (a) Buxton v. Buxton, 1 M. & Cr. (y) Ibid. [Sinclair v. Jackson, 8 Co- 80 ; see Fitzgerald v. Jervoiae, 5 Mad. wen, 582.] 29; Garrett v. Noble, 6 Sim. 504. (s) Walker v. Shore, 19 Ves. 387, (6) Mortlock v. BuUer, 10 Ves. 309; 2Sugd. Pow. 511, 12, 6th edit agent with a discretionary power to contract, subject to the ratification of the trustees upon his report of the facts; and that they should themselves execute the conveyance, when the terms of sale have been complied with, and transmit it, properly acknowledged, to the agent, to be delivered to the purchaser." Where the trustees have an interest as well as a power, they may act by attorney: May's Heirs v. Frazee, 4 Litt. 391; Telford v. Barney, 1 Iowa, 591. In Blighti;. Schenck, 10 Barr, 285, it was said that an assignee, for the benefit of creditors, might make an attorney to convey; but the nature of the authority there does not distinctly appear from the report: see also Doe v. Robinson, 2 Cushm. Miss. 688. In Tennessee, by the Act of 1833 (Car. & Nich. Dig. 86), executors authorized by will to sell lands, may execute deeds and agreements to sell, by attorney, the power of attorney being duly executed, proved, and registered. So, in Pennsyl- vania, by Act of March 14, 1850, Dunlop, 1072, H, a trustee, executor, or other person acting in a fiduciary character, with power to convey land in that Stale, may make conveyances under the power, by attorney, and all previous convey- ances so made bona fide, are confirmed; but it is provided that the fiduciary is not thereby authorized to delegate to others the discretion vested in himself, for the general management of his trust. ' But on the other hand, where there is no necessity for an immediate sale, it will be a breach of trust in a trustee for creditors to bring on a sale at a mani- fest disadvantage, as where the title is in dispute : Hunt v. Bass, 2 Dev. Eq. 297; Johnston v. Eason, 3 Ired. Eq. 330 ; Quarles v. Lacy, 4 Munf. 251. ^ But in general, where there is a power to sell when the land can be sold and the proceeds invested advantageously for those concerned, the power is not un- OF POWERS OP SALE. 693 of an advantageous reinvestment, there must be some strong purpose of family prudence to justify the conversion, such as an advantageous o£Fer or the like, in order to absolve the trustees from a breach of trust.(c) Every power of sale should contain a direction that the money shall be invested until a convenient purchase is found, for otherwise, if the trustees sold without any prospect of immediate re- investment, there might be a question, whether the sale could be supported even in favor of a purchaser, (ci) The tenant for life of a settled estate frequently acquires the ulti- mate remainder in fee through the failure of the intermediate limi- tations : and in these cases it seems to be the better opinion that a power of sale given by the settlement to the trustees during the life of the tenant for life, can no longer be exercised, for the intention of the settlement is to confine the power to the time, during which the uses of the settlement exist. (e)^ There can be still less question, as to the extinguishment of the power, where it is expressly directed to be exercised only during the continuance of the trusts, and this is usually done in the modern forms. But *the power will subsist, unless the trusts have clearly determined, although they may continue through the ■- ^ fault of the trustees, as by their not making a conveyance directed by the trust.(/) And if the trust continue as to part of the pro- (c) Mortlock V. BuUer, 10 Ves. 309; (d) 2 Sugd. Pow. 511, 12. Lord Mahon v. Earl Stanhope, 2 Sugd. (e) Mortlock v. BuUer, 10 Ves. 292 ; Pow.512,n.; and seeBroadhurstv. Bal- Wheate v. Hall, 17 Ves. 80; 2 Sugd. guy, 1 N. C. C. 16, 28; Watts t). Girdle- Pow. 508, 6th edit, stone, 6 Beav. 190; Cowgill «. Lord (/) Wood u. White, 4 M. & Cr. 460, Oxmantown, 3 Y. & Coll. 369. overruling S. C. 2 Keen, 664. limited, but must be fairly exercised ; and the sale will be void where the trustee appears to have been influenced by private and selfish interests, and the sale is for an inadequate price: Wormley v. Wormley, 1 Brock. 330; 8 Wheat. 421. Under such circumstances, the trustee ought not to sell, unless he has another and advantageous purchase in view. But it was admitted in this case, that there was much reason in the doctrine, that where the trust is defined in its object, and the purchase-money is to be reinvested upon trusts, which require time and discretion, or the acts of sale and reinvestment are manifestly contemplated to be at a distance from each other, the purchaser is not bound to see to the appli- cation of the money: Id. 443; see ante, 363, note. ' It is a general rule, that a power (except it be in trust) is merged both in law and equity, when the legal and equitable estates are joined in the same person : McWhorter v. Agnew, 6 Paige, 111 ; see Moore v. Shultz, 13 Penn. St. R 101. Where land was conveyed on various trusts with power of sale, and the trustees, intending to annul the trusts, reconveyed to the grantor, it was held that the power was extinguished by the reconveyance; but that, on his subsequently conveying the estate again to the trustees, to hold for the same uses and pur- poses, and as fully in every respect as under the original conveyance, the power revived: Salisbury v. Bigelow, 20 Pick. 174. 694 OP POWERS OF SALE. perty, but have ceased as to the remainder, the power will remain and be exercisable over the entirety, unless there is a direction to the contrary in the trust instrument. For instance, where an estate was vested in trustees, in trust as to a moiety for each of the tes- tator's daughters in fee at twenty-one, with a power for the trustees to sell during the continuance of the trusts, and one of the daughters had reached twenty-one, and the trust had consequently determined as to her share, it was held by Sir John Leach, that the trustees had power notwithstanding to sell the entirety, it being necessary that the power should exist as to the whole, in order to preserve it for the benefit of the other share.(^) Hence, if it be intended that the power of sale should continue only as to such parts of the estate as remain subject to the trust, that intention should be expressed in framing the power. (A) It is settled, that an unlimited power of sale, to be exercised dur- ing successive estates tail is not invalid for remoteness, for such a power may be destroyed with the estate tail.(i) And even where the power was collateral to limitation in fee it has notwithstanding been supported, where the sale was made within the limits prescribed by law against perpetuity. (A) However, it is still unsettled how far the execution of an unlimited power of sale, could be supported beyond those limits, and by consfequence for an indefinitely prospective period. (Z)' It is settled that a simple power of sale will not authorize a parti- tion of the estate.(»i) And although it was held on one occasion by Lord Rosslyn, that a power of sale and exchange will enable the donees to make a partition ;(«) yet that decision has not been acted upon, and appears to be of very doubtful authority.(o) However, it ig) Troweri;. Knightley, 6 Mad. 134. (J.) 2 Sugd. Pow. 495, 6, 6th edit. Qi) Wood ■«. White, 4 M. & Cr. 480. (m) M'Queen v. Farquar, U Yes. (i) Biddle v. Perkins, 4 Sim. 135; 467. Powis V. Capron, lb. 138, n.; Waring (ra) Abel v. Heathcote, 4 Bro. C. C. V. Coventry, 3 M. & K. 249. [Wallis v. 278 ; S. C. 2 Ves. jun. 98. Freestone, 10 Sim. 225.] (o) Att.-Gen. v. Hamilton, I Mad. (Jc) Boyce v. Hanning, 2 Cr. & Jerv. 214; 2 Sugd. Pow. 506, 6th edit. 334. ' In Nelson v. Callow, 15 Simons, 353, a testator devised his estates to trustees, in trust for his brother's first and other sons successively in fee ; but so that the estate and interest of each of these should cease in favor of his next brother on his dying under twenty-one, and without issue living at his death; and if all of them should die under that age, and vpithout leaving issue living at their deaths, in trust for the person who should be his heir, absolutely. And he empowered the trustees of his will for the time being to sell the estates at any time after his decease, and at their discretion. A purchaser under the power, objecting that it was '■ void as contravening the rule against perpetuities," wasnevertheless, compelled to take the title ; counsel on both sides, as well as the court, being of opinion that the objection could not be supported. OF POWERS OF SALE. 695 is clear, that an exchange, or partition of a settled estate, may be circuitously effected under a power authorizing a sale only, and for that purpose it is sufiBcient to use the form of a sale instead of a mere partition or exchange ; nor could the transaction, if made bona fide, be impeached as an improper execution of the power. (^^ It has been decided, that trustees with a power of sale and ex- change may give money for owelty of exchange without any express authority for that purpose. (g-) A power for trustees to sell will authorize a mortgage by them, which is a conditional sale, wherever the objects of the trust will be answered by a mortgage ; as, for instance, where the trust is to pay debts or raise portions.(r)^ But where the trusts declared of the purchase-money show, that the settlor contemplated an absolute con- version of the estate, a mortgage *will be an improper execu- r-^AHr,-, tion of the power.(s) Trustees with a power of sale, can-'- -' not grant leases.{ty Where a mortgage is taken in the name of a trustee, who is ex- pressly empowered to sell the mortgaged estate in a certain event for the purpose of paying off the mortgage debt, and it is declared, that the concurrence of the mortgagor shall not be necessary to perfect the sale, the trustees alone may sell, and make a good conveyance of the estate ; and it is immaterial that the mortgage deed contains a (y) 2 Ves. jun. 101; 1 Mad. 223; 2 See Holme v. Williams, 8 Sim. 557; 1 Sugd. Pow. 507, 6th edit. Sugd. Pow. 538. (5) Bartram t). Whichcote, 6 Sim. 86; (s) Holdenby v. Spoffoith, 1 Beav. 2 Sugd. Pow. 507, 6th edit. 390. (r) Mills V. Banks, 3 P. Wms. 1 ; Ball {t) Evans v. Jackson, 8 Sim. 217. V. Harris, 8 Sim. 485 ; 4 M. & Cr. 264 ; ' See as to the construction of powers of sale and exchange, Marshall v. Slad- den, 7 Hare, 438 ; Lord Leigh v. Lord Ashburton, 11 Beav. 478. A power of sale will not of itself authorize an exchange. Ringgold v. Ringgold, 1 H. & Gill, 1 1 ; Taylor v. Galloway, 1 Hamm. 232. ^ See ante, 355, note. A power to sell or mortgage is not exhausted by a mort- gage. Asay V. Hoover, 5 Barr, 20 ; but see Piatt v. Oliver, 2 McLean, 309. ^In Hedges v. Riker, 5 J. C. R. 163, where there was a. devise to executors in trust for C. for life, and if she died without issue, then in remainder over, with power to the executors " to sell and dispose of so much of the real estate as should be necessary to fulfil the will," it was held that this was sufficient to authorize the executors, the persons in remainder being infants, to execute leases for years of the real estate, for such terms and upon such conditions as were reasonable and necessary to carry into effect the intentions of the testator, expressed in the will. And in Burr v. Sim, 1 Whart, 266, it was said that an absolute direction to sell, by implication authorized the executors to rent houses devised, until they could be sold. But in Seymour v. Bull, 3 Day, 389, a power to sell and dispose of lands devised to the children of the testator, was held not to give any right totha executors to enter on the land or to lease it. OF POWERS OF SALE. covenant on the part of the mortgagor, that he will join in making the conveyance.(M) The power of trustees for sale to give discharges for the purchase- money will be considered more fully in the next Chapter.(a;)' How- ever, it may be observed here, that even previously to the recent act 7 & 8 Vict. c. 76, s. 10, where a power of sale was given to trustees, with direction to employ the purchase-money generally for the benefit of the cestui que trusts in a manner requiring time and discretion, as where the trust was to lay it out again in lands to the uses of the settlement, and till that was done to invest in the funds ;(y) or to employ the money in payment of debts generally ;{£) or of certain specified debts, which could not be ascertained until a future and dis- tinct period ;(a) or where the parties beneficially entitled to the pur- chase-money were infants or unborn ;(6) it was settled, that the trus- tees must necessarily take the power of giving discharges for the purchase-money as incident to the trust, and without any express authority for that purpose ; for the power of sale would otherwise be nugatory. But where the object of application was specifically pointed out, and was immediate and certain, the purchaser under the power would have been bound to ascertain, that the money was duly applied by the trustees, unless the instrument creating the trust expressly absolved him from that liability, by providing that the receipt of the trustee should be a suiEcient discharge. (c) The 10th section of the act 7 & 8 Vict. c. 76, has been already stated,((^) and its efiect in altering the law on this subject will be con- sidered in the next Chapter. It may be observed here, that the pro- vision contained in the 13th section of the same act, which declares, that the act shall not extend to any deed, act, or thing, or (except as to contingent remainders) to any estate, right or interest created be- fore the first of January, 1845, must render the practical application of the act a matter of great difficulty in most cases. (e) A trustee with power to sell and give receipts has the complete power of disposition over the trust estate, and he may compel a pur- (u) Clayi;. Sharpe, 18 Ves. 346, n.; (6) Sowarsby d. Lucy, 4 Mad. 142; see Corder v. Morgan, 18 Ves. 344. Lavender v. Stanton, 6 Mad. 46 ; Bree- (a:) Post, Ch. IIL don v. Breedon, 1 Russ. & M. 413. ly) Doranv.Wiltshire, 3Swanst. 699. (c) 2 Sugd. V. & P. 30, et seq., 9th (z) Ante, Pt. in. Div. 1. Ch. IL Sect, edit.; ante, p. 342, 363 ; and see post, 2, PI. n. 1 ; Forbes v. Peacock, 1 1 Sim. Ch. IIL of this Part. [Duffy v. Calvert, 152, 160; Jones «. Price, 11 Sim. 557; 6 Gill, 487.] post, Ch. III. id) Ante, Pt. III. Div. I. Ch. II. Sect. (a) Balfour v. Welland, 16 Ves. 151, 2, PL I. note. 156. (e) See Post, Ch. III. ' See ante, 342, 343, and notes; and, in addition to the cases there cited, Duffy V. Calvert, 6 Gill, 487, where the English doctrine was followed. OF POWERS OP SALE. 697 chaser to complete his contract without joining the cestui que trusts as parties to a suit for the specific performance. (/) *A power for trustees to sell and purchase other lands to p^ ,-^-, he held on the same trusts, will not he well executed by a sale ^ -■ of the trust estate for a rent charge granted out of it by the pur- chaser, (^y And so a sale for an annuity cannot be supported under the ordinary power.(A) AVhere an estate is settled in trust for a tenant for life without impeachment f 07- waste, and a power of sale is given to the trustees with a direction for reinvestment, it will be an improper execution of the power for the trustees to sell the land, minus the timber on it, and to suffer the timber to be sold separately, and the money to be received by the tenant for life. For the intention of the creator of the power will be taken to have been, that the whole estate, of which the timber constitutes part, should be sold for one entire sum, to be resettled, and the fact of the tenant for life being unimpeachable for waste makes no difference in this respect. (i) Where trustees are invested with a discretionary power to sell real estate, the estate until sold, and whatever remains unconverted after a partial sale, will retain its original character of realty.(^) Equity will enforce the specific performance of a proper contract entered into by trustees under a power of sale;(?) and even if the power were determined before the conveyance could be made, yet if the trustees had power to bind the estate by their contract, those who have the legal interest, will be compelled to make it good.(m) However, it has been already seen, that a contract of sale by trus- tees made in breach of their trust, will not be specifically enforced. (n) Thus it was laid down by Sir John Leach, V. C, in the case of Ord V. Noel, " that if trustees fail in reasonable diligence — if they con- tract under circumstances of haste and improvidence — if they make (/) Binks V. Lord Rokeby, 2 Mad. Sim. 107 ; Doran v. Wiltshire, 3 Sw. 227 ; Keon'W.Magawly, 1 Dr. & W. 401 ; 699 ; Wolf «. Hill, 1 Sw. 149, n. Drayson v. Pocock, 4 Sim. 283. [See (k) Walters. Maunde, 19 Ves. 424; Dufiy V. Calvert, 6 Gill, 487.] 2 Sugd. Pow. 504. (g-) Eead V. Shaw, 2 Sugd. Pow. (I) Mortlock w. Buller, 10 Ves. 315; 512; App. 29. 2 Sugd. Power, 511. (A) Raid v. Shergold, 10 Ves. 370, (m) Moitlockv.BuWei, ubi supra. 381. t^n) Ord ■«. Noel, 5 Mad. 438; Wood (j)Cholraeley^. Paxton, 3Bing. 207; d. Richardson, 4 Beav. 176; Mortlock 5Bing. 48; 3 Russ. 565; 2 Moore & v. Buller, 10 Ves. 311; Thompson v. P. 127 ; 10 B. & Cr. 564; Cockerell v. Blackstone, 6 Beav. 470. [See Dawes Cholraeley, 1 Russ. & M. 418 ; 1 CI. & v. Belts, 12 Jurist, 709.] Fin. 60; and see Waldo v. Waldo, 12 ' Power to sell on ground-rent in Pennsylvania, is well exercised by a sale on ground-rent with a clause of redemption in the deed ; and the release must be by the donee of the power. Ex parte Huff, 2 Barr, 227. 698 OF POWBKS OF SALE. the sale with a view to advance the particular purposes of one party interested in the execution of the trust at the expense of another party — a court of equity will not enforce the specific performance of the contract, however fair and justifiable the conduct of the pur- chaser may have been. The remedy of the law is open to such a purchaser, but he has no claim to the assistance of a court of equity."(o) So in a very recent case, where a trustee 'entered into a contract for the sale of trust property, and it was agreed that the purchaser should retain out of the purchase-money the amount of a private debt due to Mm from the trustee, the Master of the Rolls (Lord Lang- dale) refused to decree a specific performance of this contract on the ground that this on the face of the contract was a breach of trust, and his Lordship allowed a general demurrer to the bill for want of equity, (p) _ .^ The power of trustees for sale to purchase the trust estate L J themselves *will be reserved for more convenient considera- tion in a future chapter. (5) Trustees of an estate in strict settlement with a power of sale may sell to the tenant for life,(r) though this was once doubted.(s) It is no objection to the exercise of a power of sale by trustees, that the conveyance is made to a trustee for the purchaser, (i) A power of sale, like all other powers, can be exercised only in the mode and subject to the conditions, if any, prescribed by the instru- ment creating the power, (m) Therefore, where the trust is to sell after the death of the tenant for life, a sale in his lifetime will be bad, even though it be made under a decree of the court. (2:)^ And so if (0) Ord V. Noel, 5 Mad. 438, 440 ; et (g) Post, Div. II. Ch. III. p. 535 and vide Wood v. Richardson, 4Beav. 174, notes. [See ante, p. 158 and note.] 176; Mortlock v. Buller, 10 Ves. 311, (r) Howard ij. Ducane,T. &R.81. 312. [Johnson t). Eason, 3 Ired. Eq. (s) 2 Sugd. Pow. 517, 6th edit. 334.] It) T. & R. 81. (p) Thompson v. Blackstone, 6 Beav. («) See Wright v. Wakeford, 17 Ves. 470. 454. (a;) Blacklow v. Laws, 2 Hare, 40. '.Sweigartw. Berk's Adm., 8 S. & R. 304; Davis v. Howcott, 1 Dev. & Batt. Eq. 460; Ervines' Appeal, 16 Penn. St. R. 266; Styer v. Freas, 15 Penn. St. R. 339 ; even where the tenant for life (widow of the testator) renounces the pro- vision under the will, and claims dower. Jackson ■!;. Ligon, 3 Leigh, 161. So where the sale is to take place at the majority of a legatee. Loomis v. McClin- tock, 10 Watts, 274. But if the person for whose benefit the sale has been post- poned, joins in the execution of the power, before the period fixed, it will be good. Gast V. Porter, 13 Penn. St. R. 535; though see Davis v. Howcott, 1 Dev. & Bait. Eq. 460. If, however, the postponement were with a view to a probable rise in value, it is otherwise. Gast v. Porter. Where the sale is authorized upon the consent of the tenant for life, consent to a decree of sale is sufficient. OF POWERS OF SALE. 699 the sale be directed to be made with the consent of the tenant for life, or of any other person, that consent must be obtained before the exercise of the power.(«/) And the court will not decree the specific performance of a contract by the trustees for the sale of the estate, where the required consent had not been given at the time of filing the bill.(2) Upon the same principle, where the power of sale is to be exer- cised only on some conditional event — such as the deficiency of another estate to answer certain charges(a) — or upon the purchase (2/) Mortlock «. BuUer, 10 Ves. 308; (a) Dike v. Ricks, Cro. Car. 335; see Bateman «. Davis, 3 Mad. 98; Culpepper i). Aston, 2 Cha. Ca. 221 ; 2 Wright V. Wakeford, 17 Ves. 454. Sugd. Pow. 497, 6th edit. ; 2 Sugd. V. (2) Adams v. Broke, 1 N. C. C. 627. & P. 48, 9th edit. Tyson v. Mickle, 2 Gill. 376. See, as to the effect of an alienation of his estate upon the tenant for life's power of consent, Warburton v. Farn, 16 Sim. 625, 13 Jur. 528. With regard to a power to sell for debts, upon " a deficiency of personal as- sets," it was held in Coleman v. McKinney, 3 J. J. Marsh. 251, that a sale would be valid though there were a sufficiency of assets at the time. But the opinion of Ch. J. Bronson in Roseboom v. Mosher, 2 Denio, 68, appears rather the other way; and in Graham v. Little, 5 Ired. Eq. 407, where executors were authorized to sell any part of the testator's estate, whenever they might think pro- per to do so, " without any order or decree of court," it was held that they could not sell for the payment of debts, except upon such a deficiency of the personalty. See also Minot v. Prescott, 14 Mass. 495. Where, however, there is a power of sale expressly for the payment of debts, such deficiency neednot be shown ; the presumption being, from the nature of the case, that it existed. Silverthorn v'. McKinster, 12 Penn. St. R. 67. So, if the power to the executors be to sell, "if in their opinion it shall become necessary for the payment of debts and legacies;" the sale under such circumstances being conclusive of the necessity. Roseboom V. Mosher, 2 Denio. 61 ; Lord Rendlesham v. Meux, 14 Simons, 249. If the per- sonal estate be in fact insufficient, executors with a power to sell " on insuffi- ciency of personal assets," must sell, whether they deem it expedient or not. Coleman v. MoKenney, 3 J. J. Marsh. 246. A power to sell if the income of real and personal estate be not sufficient to support the testator's wife comfortably, can only be exercised in that event. Minot V. Prescott, 14 Mass. 495. So a power to an agent to sell after redeeming on a sale for taxes, cannot be exercised before redemption. Devinney v. Rey- nolds, 1 W. & S. 332. So where there is a power of sale to discharge an instal- ment of a debt, then due, a sale to discharge that instalment and another not due, is void. Ormsby v. Tarascon, 3 Litt. 411. But, in general, where there is a discretionary power as to the time and mode of the sale in the trustee, it can only be questioned for an absence of good faith. Bunner v. Storm, 1 Sandf Ch. 357; Champlin v. Champlin, 3 Edw. Ch. 59, 7 Hill, 245. Where a sale is directed to be made within a certain period, a sale before its expiration, though the conveyance be afterwards, is valid, and the fact may be shown by parol evidence. Harlan v. Brown, 2 Gill, 475. And if the power be also coupled with a trust, a sale after the period fixed will be good. Miller v. Meetch, 8 Barr, 417. But even a discretionary power cannot be exercised after its object has ceased. Slooum v. Slocum, 4 Edw. Ch. 613; Jackson ■;;. Jansen, 6 Johns. R. 73 ; Sharpsteen v. Tillon, 3 Cow. 651. 700 OP POWERS OF SALE. and settlement of another estate to the same uses(J) — the power cannot be exercised without the literal performance of those condi- tions, (c)^ However, as regards purchasers from trustees under powers of this description, there is a material difference, whether the condition, annexed to the exercise of the power, is precedent or subsequent. If it be precedent, its performance is essential for giving existence to the power of sale, and no sale under the power can by possibility be sustained, unless the condition be performed. But where the con- dition is subsequent, the power of sale will attach independently of the performance of the condition, and if the purchaser be expressly or constructively exonerated from seeing to the performance of the trusts, his title would not be affected by the fact that the condition had not been performed. For instance, to select the two conditions just referred to, where the deficiency of the personal estate or SlUj other property is the condition on which the power is to be exercised, that is a precedent condition, which must be satisfied before the power can arise ; consequently it will be incumbent upon a purchaser from the trustees in any case to ascertain that the required defi- ciency had arisen previously to the sale.((i) But where the rein- vestment of the purchase-money is required, that is a subsequent con- dition, and a bona fide purchaser from the trustees will not be affected by its non-performance, if they have a power to give discharges for the purchase-money. (e) r*4.7Qn *However, the impolicy and inconvenience of these con- ditional powers is obvious. To adopt Sir E. Sugden's words, "they tend only to expense and trouble in practice, as a purchaser could not, in general, be compelled to complete his purchase without the sanction of a court of equity ; and there are few cases in which he could be advised to accept the title without a decree. It would be much better wholly to omit a power of sale in a settlement, than to ^fetter its operation by requisitions like these. "(/) A defective execution of a power of sale will be relieved against in equity in favor of a purchaser, if the defect be merely of a formal character. (^) But no relief will be given where the sale is fraudu- lent, or contrary to the intention of the creator of the power ; as in (6) Doe V. Martin, 4 T. R. 39 ; Cox (d) 2 Sugd. V. & P. 48, 9th edit. V. Chamberlain, 4 Ves. 631 ; Burgoigne (e) Roper v. Halifax, 2 Sugd. Pow. V. Fox, 1 Atk. 575 ; Hougham v. San- App. No. 3. dys, 2 Sim. 95, 145. (/) 2 Sugd. Pow. 503. (c) 2 Sugd. Pow. 497, 6th edit. (g-) 2 Sugd. Pow. 100, 135, 142, 517. [4 Kent's Comm. 344.] See previous note. OP POWERS OF SALE. 701 the cases already considered of a sale for a rent-charge or annuity, or a sale of the estate deprived of the timber.(7i) Where the trustees take the legal estate of the property to he sold, coupled with the power of sale, they alone are competent to contract, and to make a good conveyance of the legal and equitable estate to the purchaser, (i) And in like manner, where they take merely a power which operates under the Statute of Uses by revo- king the old uses, and appointing new ones to the purchaser, they can make a good title by the exercise of their power. (A) And the case is the same even where executors take a power of sale by im- plication, from having the distribution of the purchase-money. (Z) With regard to the mode in which a trustee should proceed to sell the estate, it has been laid down by Lord Eldon, " that a trustee for sale is bound to bring the estate to the hammer under every possible advantage to his cestui que trusts."{m) Therefore, he will not be justified in damping the sale by unnecessary restrictions in the con- ditions of sale.(w) • Although he may properly aflix such reasonable special conditions, as are required by the state of the title. (o) So the trustees should use all reasonable diligence to obtain the best price.(p)' And for this purpose, it will be proper for them to have the estate previously valued. (5') (fe) Read v, Shaw, 2 Sngd. Pow. App. (m) In Downes v. Grazebrook, 3 Mer. 29; Reidi;.Shergol(l,10Ves. 381: Cock- 208. erell v. Cholmeley, 1 R. & M. 418 ; 2 («) See Wilkins v. Fry, 1 Mer. 268 ; Sugd. Pow. 517. [So where all do not 2 Rose, 375. [See, as to the law of join. McRea v. Farrow, 4 H. & Munf. conditions of sale, article in 2 Engl. 444.] Law Review, 81.] (i) Sowarsby v. Lacy, 4 Mad. 142 ; (0) Hobson v. Bell, 2 Beav. 17. Keon V. Magawly, 1 Dr. & W. 401. (p) Ord v. Noel, 5 Madd. 440 ; Mort- (Jc) Sugd. Pow. passim. lock v. BuUer, 10 Ves. 309. ll) Tylden v. Hyde, 2 S. & St. 238; (9) Mortlock v. Buller, 10 Ves. 309; Forbes v. Peacock, 11 Sim. 152; but Conolly «. Parsons, 3 Ves. 628, n. ; see see Blatch v. Wilder, 1 Atk. 420, where Campbell v. Walker, 5 Ves. 680, 1. the heir was directed to join in the con- veyance. ' If trustees sell at improper times, or neglect to ascertain the true value of the land sold, they will be held responsible for any deficiency. Quackenbush v. Leonard, 9 Paige, 347. If tjie actual value at the time cannot be ascertained, they will be responsible for the highest value. Ringgold v. Ringgold, 1 Harr. & Gill, 11. But for this, there must be gross negligence; where the trustees act in good faith, they will not be liable beyond the amount actually received. Osgood V. Franklin, 2 John. Ch. 27 ; 14 John. R. 527. In New York, it is held that, in general, a naked power to sell and reinvest, or to sell for a certain sum, can only be exercised by a sale for cash. Waldron v. McComb, I Hill, 111 (see S. C, 7 Hill, 335); Ives v. Davenport, 3 Hill, 373. And a sale on personal security, in- deed, is at the trustee's own risk. Swoyer's Appeal, 5 Barr, 377. So a delay to take proper security will render him responsible. Hurtt v. Fisher, 1 Harr. & Gill, 702 OP POWERS OF SALE. The contract for sale must not be entered into under circumstances of haste or improvidence, (r) And where there are several cestui que trusts who have conflicting interests, as, for instance, the mort- gagor and mortgagee (where the mortgaged estate is vested in a trus- tee with a power of sale), it will be the duty of the trustee to act r*48fll i^P^'i'tially for the ^benefit of all the parties interested.(«) And notice should be given to all the parties of the intended sale, so that each may take means to secure an advantageous sale.(<) (r) Ord u. Noel, 5 Mad. 440. 6 Mad. 10; see Pechel v. Fowler, 2 (s) Ord V. Noel, 5 Mad. 440 ; Anon. Anstr. 550. (0 Anon. 6 Mad. 10. 88. But a sale, where the purchase-money is secured by mortgage, is believed to be unobjectionable in Pennsylvania, and probably elsewhere ; and by it a better price can generally be obtained. A sale on credit is the usual and autho- Tized course in North Carolina. Stone v. Hinton, 1 Ired. Eq. 15; see Waring j). Darnell, 10 Gill & John. 126. In Pennsylvania, the Orphans' Court cannot direct a sale for the payment of debts otherwise than for cash. Davis's Appeal, 14 Penn. St. 372. Where a testator directed his executor to sell certain slaves, for the recovery of which an action was then pending on a contract for their purchase, in case he should succeed thereon, and the executor suffered the suit to abate, and sur- rendered all right to the slaves, on receiving back the purchase-money paid by the testator; it was held, that the power was sufficiently exercised, in the absence of proof of any fraud, or improper dealing. Jones v. Loftin, 3 Ired. Eq. 136. Trustees are liable to their cestui que trusts for the deposit forfeited by a pur- chaser who neglects to comply with his purchase. Campbell v. Johnston, 1 Sandf. Ch. 148. ' No particular form of notice is necessary. It is sufficient, if the description of the land is reasonably certain, so as to inform the public of the property to be sold. Newman v. Jackson, 12 Wheaton, 570. In McDermot v. Lorillard, 1 Edw. Ch. 273, it was held, that the New York Revised Statutes, which formerly re- quired an advertisement on a sale by executors under a power in a will, did not apply where the time and mode of the sale were left expressly to their discretion. Under a statute which requires a certain number of days' notice before a sale, the advertisement must be on every day during that time. Stine v. Wilkison, 10 Missouri, 75. Where due advertisement is required by the trust deed, it lies on the parties insisting on the validity of the sale, to show that this was complied with. Gibson v. Toner, 5 Leigh, 370. In Minuse v. Cox, 5 John. Ch. 447, how- ever, Ch. Kent was of opinion, that want of notice would not affect the tide of the purchaser; but that the trustee would be liable for the deficiency in price. The purchaser, indeed, cannot raise the objection to free himself from the con- tract. Greenleaf D. Queen, 1 Peters, S. C. 145; see Beebe v. De Baun, 3 Engl. Arkansas, 567. See further, as to notice, Johnson v. Dorsey, 7 Gill, 269 ; Gibbs V. Cunningham, 1 Maryl. Ch. Dec. 44. A power to sell is well exercised by a parol sale, or by a sale under articles. Silverthorn f . McKinster, 12 Penn. Stat. R. 67 ; Taylor v. Adams, 2 S. & R. S34. A power of sale includes every interest existing at the time, even a reversion on an estate tail of little value. Mortimer v. Hartley, 6 Exch. 47 ; and see Bur- ton V. Smith, 13 Peters, 464. But it will not extend to lands acquired after the OF POWERS OF SALE. 703 In the absence of any express directions in the power, the trus- tees may sell, either by public auction, or private contract, as cir- cumstances may render it necessary, or most advantageous for the trust estate.(M) And, after an ineffectual attempt to sell by auction, they may have recourse to a sale by private contract.(a;) This was de- cided with regard to the assignees of an insolvent, who are expressly directed by the Insolvent Act (7 Geo. IV. c. 57, s. 20) to sell hy auction. The decision, therefore, applies, a fortiori, to the case of trustees to whom no mode of sale is expressly prescribed.^ (u) Ex parte Dunman, 2 Rose, 66 ; [See 3 Martin's Conveyan. 290, note Ex parte Hurly, 1 D. & Ch. 631; Ex (6).] parte Ladbroke, 1 Mont. & A. 384 ; but (a;) Mathers v. Prestman, 9 Sim. 352. see Ex parte Coding, 1 D. & Ch. 323. date of the will. Koney v. Stltz, 5 Whart. 381; Meader v. Sorsby, 2 Alab. 716 ; Peck V. Peck, 9 Yerg. 30 1 ; see Stiers v. Stiers, 1 Spencer, 52. So a power in a codicil to sell lands "not particularly devised by will," cannot be exercised over lands acquired between the making of the will and the codicil. Peck v. Peck, ut supr. Where the land is in adverse possession at the time, the power cannot be exercised in those States in which the statutes of Champerty and Mainte- nance are in force, on that ground, and also because of the cloud on the title. Ibid. But in such case, it seems that Chancery would take jurisdiction of a bill to remove trespassers, in order to enable the trustee to sell. Henderson d. Peck, 3 Humph. 247. A stranger, or wrong-doer, cannot object to irregularities in the sale. Hillegas V. Hillegas, 5 Barr, 97; Casy v. Colvin, 11 Alab. 514. Nor where the cestui que trusts waive them, can the purchaser refuse to complete his bargain on account thereof Greenleaf v. Queen, 1 Peters, S. C. 146 ; Schenck v. Ellingwood, 3 Edw. Ch. 175. There is, indeed, in favor of meritorious claimants, a general presumption, in the first instance, that the power has been legally exercised. Marshall v. Stephens, 8 Humph. 159. ' In Pennsylvania, it has been held, that a private sale by a trustee, or execu- tor, under a power, is void. McCreary v. Hamlin, 7 Barr, 87 ; Elleti;. Paxson, 2 W. & S. 418; see Ashurst v. Ashurst, 13 Alab. 781; but see Ban v. McEwen, Baldwin, C. C. 154. But this is now remedied by Acts of 1849, 1850; Dunlop, 1019, 1072. Where the trust deed expressly requires a public sale, that must be followed, or the sale will be ineffective. Greenleaf •«. Quean, 1 Peters, 145. In Minuse v. Cox, 5 J. C. R. 441, however, it was held, that a power to sell at auction, or otherwise, in whole, or in parcels, on giving three weeks' notice, authorized a private sale, and without any notice. And in Tyson v. Mickle, 2 Gill, 383, where trustees, appointed to sell at public sale, were unable, after un- usual efforts, to obtain a purchaser at the minimum price, it was held, that a bona fide private sale, though for less than the public offer, was valid : Gibbs v. Cunningham, 1 Maryl. Ch. 44; Gibson's Case, 1 Bland. 138, accord; see Beebe V. De Baun, 3 Engl. Ark. 567. A power to sell at auction is duly exercised where the property has been advertised, and an offer sent in by letter, which, ex- ceeding any bid when the property is actually put up for sale, is accepted. Tyree V. Williams, 3 Bibb. 367. In New York, by the Revised Statutes (part II., Ch. 16, tit. 4, } 60), sale? under a power may be either public or private (unless otherwise directed) ; u,nd on such terras as shall be, in the opinion of the execu- tor, most advantageous. As to the sales of personal estate, in the absence of 704 OF POWERS OF SALE. However, a sale by auction is the most usual, as it is unques- tionably the safest course for the trustees to adopt. For, in that case, no question can be raised against them for the inadequacy of price ;(?/) whereas, in case of a sale by private contract, it would be very hazardous for the trustee to let the estate go at a price less than that at which it had been valued. (2) Trustees have no authority to buy in the property after it has been put up for sale, unless that authority be given them by the terms of the power. Thus, in a late case, the trustees of a will, at the re- quest of one of the cestui que trusts, bought in the property, for which 6,000Z. hact been bid, and shortly afterwards they refused 6,600?. ; it was subsequently sold for 3,500?., and the trustees were held responsible for the difference in price.(a) The same point had frequently been so decided with regard to assignees in bankruptcy.(J) The estate may be sold in lots, or partly at one time and partly at another, if such a course be most advisable, (e)^ Trustees for sale are chargeable with auction duty, in the same manner as other vendors.(£^) iy) Ord V. Noel, 5 Mad. 440; Taylor (a) Taylor v. Tabrum, 6 Sim. 281. V. Tabrum, 6 Sim. 281. [See Johnson (t) Ex parte Lewis, 1 Gl. & J. 69; V. Dorsey, 7 Gill, 269 ; Hunter v. Stin- Ex parte Buxton, lb. 355 ; Kx pane Bal- gel, 1 Maryl. Ch. Dec. 283.] dock, 2 D. & Ch. 60. («) See Conolly v. Parsons, 3 Ves. (c) Ord u. Noel, 5 Mad. 438; Ex parte 628, n.; Morllock v. BuUer, 10 Ves.292, Lewis, 1 Gl. & J. 69; Co.Litt , 113, a. 309. ' (d) King V. Winstanley, 8 Price, 180. the property to be sold, see Foster v. Gofee, 5 Alab. 428 ; Beebe v. De Baun, 3 Engl. Ark. 567. ' Stall «. Macalester, 9 Ohio, 19; Grave v. Shaw, 14 Missouri, 341; Delaplaine V. Lawrence, 3 Comstock, 301 ; see Ewing v. Higby, 7 Ohio, 198. In Thomas V. Townsend, 13 Eng. L. & Eq. 294, trustees having power to sell land, in order to raise £600, and expenses, put it up to sale in two lots, and sold the first for £600, and the second for £500. The second lot contained more than three acres, and was described in the particulars of sale as readily convertible into building ground. It was held, that the sale of the second lot was proper, as the trustees could not know beforehand the amount which the first would bring. But, under an order of court, directing the sale of land for the payment of a debt, a sale of more than is necessary for the purpose, by the executor, is void. Wakefield V. Campbell, 20 Maine, 393 ; see Davis' App., 14 Penn. St. R. 372. On the other hand, under such an order, the executor cannot sell in smaller quantities than is necessary. Quarles v. Lacy, 4 Munford, 251. Where a lot was advertised at a trustees' sale, as containing a specified num- ber of acres, and the purchaser bid so much per acre, it was held to be a sale by the acre, and he was allowed for a deficiency. Brown v. Wallace, 4 Gill & John. 479. There is no implied warranty at a trustees' sale of lands or personalty. Mock- bee V. Gardner, 2 Harr. & Gill, 176 ; Worthy v. Johnson, 8 Georgia, 236 ; Sutton V. Sutton, 7 Gratt. 234. As to the covenants of trustees, see ante, 281, note. OF POWERS OP LEASING. 705 II. — OF POWERS OF LEASING. In exercising a power of granting leases, trustees must confine them- selves strictly within the limits of their authority ; and any deviation from it in the nature or term of the leases granted, will be treated as a breach of trust, (e) Thus, where the trust requires the leases to be in possession, and not in reversion, or where it forbids the taking of any fine or premium from the lessee, a reversionary lease, or one for which a fine is paid, is improper, and will be set aside by the court on the application of the cestui que trust.{fy *And such a lease will not be confirmed by the acceptance r-^.r,^-, of the rent by the parties beneficially interested, though con- ^ -' tinned for several years, unless they were aware of the imperfection of the lease.(5f) And although the whole legal estate is vested in the trustees, so that the lease, taking efi'ect out of their legal interest, is valid at law, yet it will be relieved against in equity, if it be contrary to the terms of the equitable power.(A) It scarcely comes within the scope of the present work to consider at large the construction of the usual powers of leasing, and the na- ture and terms of the leases, which are authorized by such powers ;{i) but it may be convenient here to state generally the result of the principal decisions on this subject. Where the power is confined to lands usually let, or requires the usual rent to be reserved, it will a^flj prima faeie only to such lands (e) Bowes v. East London Water power is incapable of confirmation at Works Company, 3 Mad. 375, 383. law : Sinclair v. Jackson, 8 Cowen, (/) Bowes V. East London Water 588.] Works Company, 3 Mad. 375; and S. (A) Ibid. C. Jac. 324. (i) 2 Sugd. Pow., chap. 17, p. 326, (g) Ibid. [A void lease under a 6th edit. ' See on this subject, Doe v. Burrough, 6 Q. B. 229; Doe v. Stephens, Id. 208; Doe V. Williams, 11 Q. B. 688 ; Doe v. Lord Kensington, 8 Q. B. 429 ; Doe v. Courtnay, 11 Q. B. 932; Doe v. Hole, 15 Q. B. 848; Sheehy v. Lord Muskarry, 1 H. Lords' Cas. 576; Dyas v. Cruise, 2 Jones & Lat. 460; Doe v. Ferrand, 15 Jur. 1061 ; 20 L. J. (C. P.), 202 ; Leigh v. Earl of Balcarres, 6 C. B. 847. And see now the Act of 12 & 13 Vict. ch. 26, amended by the Act of 13 & 14 Vict. 0. 17 (13 Jur. pt. ii. 343, 14 Id. 335), by which defective leases under a power are to be treated as contracts in equity for such leases as might have been granted under the power; and certain acts, &c., by the grantors, or reversioners to be treated as confirmations. As to when a power to lease is implied under a power to sell, see ante, 476. Where a testator directed that his widow should " cultivate as much of his land, during her life, or widowhood, as she pleases," and " the balance " was to be rented out by his executors, the power of leasing was held to extend to the whole estate, on the determination of the life estate. Hoyle v. Stowe, 2 Devereux, R. 3 18. 45 706 OF POWEKS OF LEASING. as have been generally leased,(A;) although that construction may be relaxed, ■where the general intention of the settlement requires it.(0^ A power to lease all the lands generally will not authorize a lease of unopened mines ; although mines already opened may be leased under a general po'wer.(«i) A power to lease for lives ■will not authorize a lease for years de- terminable upon lives,(w) but under a general power, to lease for any term not exceeding twenty-one years or three lives, such a lease may be granted.(o) A po^wer to grant leases for two or more lives, implies an authority to grant them during the life of the survivor, (p) But in granting a lease for lives, the lives must be in esse,{q) and must be all concur- rent.(r) Where the power is to lease for three lives, one granted for two lives only will be good.(s) So ■where there is a power to grant leases for any specified number of years, or for any term not exceeding a certain specified number, a lease for a less term than the one specified, is a good exercise of the power.(i) But of course a lease for a longer term will not be proper ; although it seems that such a lease might be supported to the extent limited by the power, and that the excess only would be void. For instance, it has been held, that where the power is to (i) 2 Roll. Abr. 261, pi. 11, 12; 2 (ra) Whitlock's case, 8 Rep. 69, b; Sugd. Pow. 339; Earl of Cardigan v. 1 Sugd. Pow. 514; 2 Id. 354. Montague, Id. App. 14; see Orby v. (o) 2 Sugd. Pow. 354. Mohun, 2 Vera. 531; S. C. Prec. Ch. Ip) Doe «. Hard wicke, 10 East, 549; 257. 2 Sugd. Pow. 364. (Z) Goodtitle v. Funucan, Dougl. 565 ; (5) Raym. 263. 2 Sugd. Pow. 349. (r) Doe v. Halcombe, 7 T. R. 13; 2 (m) Campbell v. Leach, Ambl. 740. Sugd. Pow. 364. [See Leigh v. Earl of Balcarres, 6 Com. {s) 2 Sugd. Pow. 365. Bench, 847.] [t) Isherwood v. Oldknow, 3 M. & S. 382; 1 Sugd. Pow. 520; 2 Id. 355. ' Lands were devised for life, with remainder over, with a power to the tenant for life to lease in possession or reversion, for one life or for two or three lives, or for any term or number of years determinable upon one life, or two or three lives, any part of the premises usually so leased. It was held that the joining of lands in the same lease, which were usually let separately, was not at variance with the power; the words " usually so leased" applying only to the duration of the lease: Doe v. Stephens, 6 Q. B. 208; Doe v. Williams, 11 Q. B. 688. Where a power to lease provides that the power to lease shall contain all " usual and reasonable covenants," the general rule is to take as a guide the lease in exist- ence at the time of the creation of the power: Doe v. Stephens, ut supra. But where there has been an ancient and uniform custom, and a single lease vat^ng therefrom has been granted just before the creation of the power, the exceptional lease is not to govern merely because it is the latest : Doe v. Hole, 15 Q. B. 848. OF POWERS OF LEASING. 707 lease for ten years, and a lease is granted for twenty years, the grant will be good as a lease for ten years, (w)^ A general power of leasing authorizes the grant of a lease in pos- session only, and not one in reversion. (a;)^ *Where the length of the term to he granted is not defined p^ - gn-, by the power the trustee must be guided by the consideration L -J of what is most beneficial to the trust estate. At law such a power may be exercised to its fullest extent by granting a lease for the longest term.(t/) But in equity the trustees take the power coupled with a trust, and in exercising it, they must act precisely as if the estate was given to them in trust to let.(s)' Where the legal fee is vested in the trustees, they have at law the power of granting leases to any extent as incident to the legal estate ; and if the duties of the trustees require them to be invested with the control and management of the trust estate, they may even in equity grant valid leases of the trust property upon such reasonable terms and for such periods as they may consider most beneficial; and such leases would take eifect out of the legal interest in the trustees, and («) Pawcey^. Bowen, 1 Ch. Ca. 23; {y) Muskerry u. Chinnery, LI. & G. 3 Ch. Eep. 11. 185; 1 Sugd. Pow. 548. {x) Ly. Sussex v. Worth, Cro. Eliz. (z) Sutton v. Jones, 15 Ves. 587, 8. 5; 2 Sugd. Pow. 370. ' It would, however, be bad at law, and could not be set up in ejectment against the holder of the legal title: Sinclair v. Jackson, 8 Cowen, 5S1. So where lands within a power are joined with others not within it, at one rent, the whole is bad: Doe v. Stephens, 6 Q. B. 208. ^So in Sinclair ■«. Jackson, 8 Cowen, 581, it was strongly doubted whether a lease under a power to lease for a given number of years, could be. made to commence after the expiration of a subsisting term, and it was decided that, if it could, the terra granted by the new lease, and 'the residue of that which was subsisting, must not, when coupled together, exceed the time limited by the power. ' In the case of Black v. Ligon, Harper's Eq. 205, the trustees of a charity were under an express prohibition against selling or alienating the land. It was held under the circumstances, that a power to lease was implied; and a lease for ninety-nine years, without any annual reservation of rent, and for a gross sum, payable in eight years, was valid. The power had been exercised in good faith, and valuable improvements made by the lessee. This decision, however, was against the opinion of Chancellor Desaussure, and is disapproved by Chan- cellor Kent, 4 Comm. 107. By the Rev. Statutes of New York, Pt. II. Art. 3, Sec. 73, 87, &c., a power may be granted to a tenant for life, to make leases for not more than twenty-one years, and to commence in possession during his life. This power is appendant to the estate, and passes with it, on a conveyance. In Haxtun v. Corse, 2 Barb. Cli.'506, it was held that if an authority given to executors to lease out land till it could be sold, would have the effect of suspending the absolute power of alien- ation beyond the time allowed by law, it is void, though the power of sale would not be affected. 708 OP POWERS OP CHANGING SECURITIES. independently of any power in the trust instrument, and could only be impeached on the ground that they are unreasonable or preju- dicial to the interests of the cestui que trusts.[a) Thus in Naylor v. Arnitt,(i) it was held, that trustees of real estate under a will, in trust to pay two annuities out of the rents and profits, could grant a valid lease of the lands for a term of ten years. (6) And upon the same principle it is conceived, that a lease for the usual term of twenty-one years, which contains no extraordinary covenants, might be safely granted by trustees of settled real estate, either in exercise of a general indefinite power of leasing, or by virtue of their interest only, without any express power. But any unusual lease, such as a building lease for ninety-nine years, could not be safely granted or accepted under such circumstances, except under the sanction of the court.(c) A purchaser of a leasehold interest will be affected with con- structive notice of any circumstances appearing on the face of it, which may invalidate it in equity, (t^ As is the case of a party pur- chasing a lease of charity estates granted for an absolute term of 200 years. (e) Although it is otherwise where the facts invalidating the lease do not necessarily appear on its face.(/) A power of granting building leases for long terms will not be inserted in a settlement, which is made in execution of articles au- thorizing the introduction of powers for leasing for twenty-one years, and other usual powers.(^) III. — OF POWERS OF CHANGING SECURITIES, The exercise of a power to vary the existing securities, must necessarily be left very much to the discretion of the trustees ; but the court will not suffer this discretion to be mischievously or ruin- ously exercised.(A) Where any check is imposed upon the trustees by requiring the previous consent of the tenant for life, or his consent in writing, or l-^._„-.the observance *of any other formality, the power will be L J improperly exercised, unless the required condition is strictly performed.(t) A power of this description is given to the trustees for the security (a) Bowes v. East London Water (g-) Pearse v. Baron, Jac. 158. Works Company, Jac. 329. (A) De Manneville v. Crompton, 1 (&) Naylor «. Arnitt, 1 R. & M. 501. V. & B. 354-9. (c) See Pearse v. Baron, Jac. 158. (i) 1 V. & B. 359; Cocker i). Quaile, Id) Walter v. Maunde, 1 J. & W. 1 R. & M. 535; Greenwood d. Wake- 181; Cesser 1). Collinge,3 M. &K. 283. ford, 1 Beav. 579; Kelliway v. Johnson, (e) Att.-Gen.ij. Pargeter, 6 Beav. 150. 5 Beav. 319. (/) Att.-Gen. v. Backhouse, 17 Ves. 283, 293. OF POWERS OF CHANGING SECURITIES. 709 and benefit of the trust property •,{k) and it ought not to be exercised, except when required by necessity or convenience,(Z) and after due inquiry and circumspection. (m)^ Therefore the trustees should have an immediate and advantageous reinvestment in contemplation, be- fore they dispose of the existing securities ;(w) and a sale for the mere purpose of converting real estate into personal, would render them responsible for any loss.(o) And it is the duty of the trustees to ascertain by inquiry the propriety and reality of the proposed re- investment, and not to trust blindly to the assurances of their acting co-trustees on these points.(^) Pending the reinvestment of the fund, the trustee will be justified in laying it out in the purchase of Exchequer bills, (j) A general poAver of varying the securities does not enable the trustees by the exercise of the power to vary or afi'ect the relative rights of the cestui que trusts. Thus where a testator made a spe- cific bequest of a sum in the long annuities, producing 365?. per annum, in trust for his wife for life with remainder over, and gave the trustees the usual power of varying the trust securities, it was held by Sir J. Leach, V. C, that this power did not enable the trus- tees to diminish the income of the tenant for life, and increase the value of the gift to the remainderman, by disposing of the long an- nuities, and laying out the money in the three per cents. (r) And on the same principle it would follow that the relative interests of the cestui que trusts, or their real or personal representatives, could not be afiiected by a change of real estate into personal, or vice vetsd.{s) A general authority for trustees to invest and vary the securities, empowers them to do all acts essential to the performance of that trust : and therefore it necessarily enables them to give sufficient dis- charges to the borrowers of the trust-money without the concurrence of the persons beneficially interested.(«) Where trustees have a discretionary power of changing the invest- ments of the trust fund, with the consent of the tenant for life, the court will not compel them to exercise that power at the instance of the tenant for life, if they refuse to do so in the bond fide exercise of their discretion. Thus in a recent case, certain sums of stock were vested in the trustees of a marriage settlement upon the usual (k) Lord V. Godfrey, 4 Mad. 459. (p) Hanbuiy v. Kirkland, 3 Sim. 265 ; (/) Broadhurstu.Balguy, 1N.C.C.28. Broadhurst «. Balguy, 1 N. C. C. 16. (m) Hanburyu. Kirkland, 3 Sim. 271. (5) Matthews v. Brice, 6 Beav. 239. («) 1 N. C. C. 28, and see Watts v. (j) Lord v. Godfrey, 4 Mad. 455. Girdlestone, 6 Beav. 188, 190. (s) See Walter v. Maunde, 19 Ves. (0) Brice v. Stokes, 11 Ve.?. 324; 424. Meger-u. Montriou, 5 Beav. 146. (J) Wood v. Harman, 5 Mad. 368. ' See Worraely V, Wormely, 1 Brooken. 330; 8 Wheat.421, ante, page 474,note. 710 OF POWERS OF CHANGING SECURITIES. trusts to invest in the funds or real securities, with the consent of the tenant for life, and to be varied from time to time with the same con- sent. There was also a proviso, declaring that it should be lawful for the trustees, with the consent of the tenant for life, to invest the whole or any part of the moneys to be produced by the sale of the existing securities in the purchase of freehold or copyhold lands, or r*484T *°^ leaseholds having not less than sixty years to run. The tenant for life applied to the trustees to invest in leaseholds having nearly ninety years to run. One of the trustees was willing to do so, but the other refused, although the security was ample, and a bill was then filed to have the refusing trustee removed, on account of his unreasonable refusal. But it was held by Vice- Chancellor Knight Bruce, that the power was purely discretionary, and had not been corruptly exercised, and consequently that the court could not interfere, (w)' But it will be otherwise, where the exercise of the power is made imperative on the trustees by the terms of the trust. For instance, in a late case at the Rolls, certain trust funds were vested in trus- tees of a marriage settlement upon the usual trusts to invest in government or real securities, for the benefit of the husband and wife, and their children, and there was a subsequent proviso, that it should be lawful for the trustees, " and they were thereby authorized and required " by and with the consent and direction in writing of the cestui que trusts for life, to sell and call in the existing securities, and with the like consent and direction, to invest in the purchase of freehold, copyhold, or of leasehold hereditaments for a term not less than sixty years. The tenants for life required the trustees to invest in the purchase of certain leaseholds of more than sixty years' dura- tion, and upon the trustees refusing to do so, a suit was instituted to compel them. The Master of the Rolls (Lord Langdale) reluctantly made a decree, declaring it to be imperative on the trustees to invest in the purchase of the leaseholds. But his Lordship added, that the trustees were fully entitled to refuse to make the investment without the sanction of the court, and that they were also entitled to every (u) Lee V. Young, 2 N. C. C. 532. ' Where a testator, possessed of a large personal estate, consisting of various foreign securities, bequeathed to his trustees so much of his personal estate, as should at his death, produce a certain income ; and he directed that the same should be selected, and appropriated, and set apart, as soon as conveniently might be after his decease, by his trustees, in their uncontrolled discretion, and the trustees refused to exercise the discretion ; it was held by the House of Lords, affirming the decision of Lord Cottenhara, on bill filed by the annuitant, that the court could not exercise any discretion in the matter, but must follow its com- mon rule, and order the investment in the three per cents. Prendergrast v. Pren- dergrast, 3 Engl. L, & Eq. 1 ; 3 H. L. Cas. 195. OF DISCRETIONARY POWERS. 711 assistance and protection in ascertaining the title to the proposed purchases, and in satisfying themselves that they were not of pre- carious value or attended with any onerous or objectionable obliga- tions, (a;) But even where the power is framed in such terms, that its exer- cise in a proper case would be imperative on the trustees, yet they will not be bound to exercise it, if there have been such a change of cir- cumstances, as could not have been in the contemplation of the par- ties at the time of the creation of the trust. For instance, in a late case the trustees of a marriage settlement were empowered and re- quired upon the request in writing of the wife, to lend part of the trust funds to the husband, on his personal security. The husband took the benefit of the Insolvent Act, and the wife afterwards made a written application to one of the trustees to advance part of the trust-moneys to her husband, which the trustee refused to do. A bill was then filed by the wife to have the trustee removed from the trust, on account of his refusal, but it was held by the Vice-Chan- cellor (Knight Bruce) that the insolvency created so total a change in the circumstances and position of the husband, that the clause in the settlement ceased to have any effect, and that the trustee did his duty in refusing to lend the money. There had been some improper conduct on *th<».part of the trustee in other respects, on which ^^ ,oj.-, account the dismissal of the bill was without costs, (y) •- -^ A power to change the securities is a usual and proper power, and as such, will be properly inserted in a settlement made under arti- cles, which direct the insertion of all usual and customary powers. (s) IV. — OP DISCRETIONARY POWERS. The term "discretionary power" carries with it its own meaning. Wherever an authority is given to trustees, which it is either not com- pulsory upon them to exercise at all, or if compulsory, the time or manner, or extent of its execution is left to be determined by the trustees, that is obviously a discretionary power, though the extent and nature of the discretion may vary in each case. The powers already discussed in the preceding heads of this section are also to a certain extent discretionary, but their character rendered it more convenient to make them the subject of separate consideration. A discretionary power may be conferred on trustees either by the (z) Beauclerk u Ashburnham, Eolls, C. 618, 19 ; [and Prendergrast v. Pren- 15th and 26th Feb., 1845, MS. [8 Beav. dergrast, 3 Engl. L. & Eq. 1.] 322] ; and see Boss v. Godsall, 1 N. C. (y) Boss v. Godsall, 1 N. C. C. 617. (z) Sampayo v. Gould, 12 Sim. 426. 712 OP DISCKBTIONAEY POWERS. express terms of the trust, or by implication from the nature of the duty imposed on them.' An express discretionary power may either apply to the doing, or abstaining from doing, a contemplated act. As where the trustees are empowered to do the act, — or it is directed to be done " if" the trustees "should think fit," {a) or " proper "{b) or "at their discre- tion." {c) Or, again, the performance of the act may be rendered imperative by the trust, and the discretion of the trustees confined to the time or mode of performing it, or to the selection from amongst several objects. For instance, where a trust fund is directed to be paid or distributed "when" or "in such manner" or " pro- portions "{d) in favor of " one"{e) or "such one or more"[f) of several objects, as the trustees shall appoint. Again, a discretionary power may be created by necessary impli- cation from the nature of the act to be done by the trustee — as where it calls for the exercise of judgment and discretion in its performance. For instance — where the approbation or consent of the trustees is required to a settlement, or sale, or marriage,(^) or where they are required to decide upon the good or ill conduct of a party ;(^) or upon the necessity or expediency of any particular act or payment.(i) Thus, in French v. Davidson,(A) the trustees were directed to pay an annuity, " unless circumstances should render it unnecessary, inex- pedient, and impracticable ;" *and Sir J. Leach, V.' C, said, L -I that must mean " should, in their opinion, render it unneces- sary," &c. In some of the earlier eases, where trustees neglected or refused to exercise the discretionary powers vested in them, the court itself (o) Maddison v. Andrew, 1 Ves. 53. (j/) Duke of Marlborough v. Godol- (6) Crossling v. Crossling, 2 Cox, phin, 2 Ves. 61; Grant v. Lynam, 4 396 ; Kemp v. Kemp, 5 Ves. 849 ; Long- Russ. 292. more v. Broom, 7 Ves. 124; Pink v. De (g-) Brereton v. Brereton, 2 Ves. 87, Thuisey, 2 Mad. 157. cited; Clarke v. Parker, 19 Ves. 1; (c) Morice v. Bishop of Durham, 9 Mortlock v. BuUer, 10 Ves. 314. Ves. 399; Keates v. Burton, 14 Ves. Qi) Walkers. Walker, 5 Mad. 424; 434; Potter t>. Chapman, Ambl. 98; Robinson w. Smith, 6 Mad. 194; Eaton Gibbs V. Rumsey, 2 V. & B. 294. i;. Smith, 2 Beav. 236. (d) Duke of Marlborough v. Godol- (i) French v. Davidson, 3 Mad. 396 ; phin, 2 Ves. 61; Walsh d. Wallinger, Gower ^. Mainwaring, 2 Ves. 87. 2 R. & M. 78. (Jc) 3 Mad. 402. (e) Brown v. Higgs, 4 Ves. 708. I In Downer v. Downer, 9 Vermont, 231, where there was a bequest to be ap- plied to the benefit of the cestui que trusts, as should be found necessary "in the judgment and discretion of the Judge of Probate, of the District of Hartford," it was held that in the exercise of the discretion and judgment confided to him, the Judge of Probate acted personally, and not ofBoially, and that no appeal lay from his decision in the matter. OF DISCRETIONARY POWERS. 713 assumed that discretion, and exercised the power in the manner which it conceived to be most beneficial for the cestui que trusts.{l) However, this jurisdiction has been long since repudiated ; and it is settled that the court will never exercise a mere discretionary power,' either in the lifetime of the trustees, or upon their death or refusal to act.(m) Although, where a trust is created for a certain class of objects, and the discretionary power applies only to the se- lection from, or distribution amongst those objects, the court, while it disclaims the exercise of the discretion reposed in the trustees, will, if necessary, enforce the performance of the trust by decreeing the distribution of the property amongst all the objects equally.{n) And an exception must be made to this general rule in the case of a charity : for the court, upon the death or refusal of the trustees, will exercise a discretionary power of administering a charity estate, by virtue of its general jurisdiction to govern and regulate chari- ties, (o) A distinction was taken on one occasion by Sir J. Leach, V. C, between a discretion given to a trustee to be exercised on a matter of opinion and judgment, and one to be exercised on a matter of fact. In the former case, his Honor held, that the court could not substitute the Master for the trustee, but in the latter that the court would refer it to the Master. In Walker v. Walker(p) (the case alluded to), a testator gave unto three trustees, their executors, ad- ministrators, and assigns, a freehold estate, upon trust to permit and suffer the plaintiff, during his natural life, to receive and apply all the benefit and advantage thereof to his own proper use and benefit, and "in case the conduct and behavior of the plaintiff after the tes- tator's decease should be, and continue to be for not less a time than the space of seven years, at the least, from and after the testator's decease, to the entire satisfaction and approbation of the said three trustees, agreeing, and signifying their unanimous approbation of the conduct and behavior of the plaintiff for the space of seven (/) Wareham v. Brown, 2 Vern. 153; waring, 2 Ves. 88 ; Brereton v. Brereton, Warburton v. Warburton, Id. 420; 1 Ibid, cited; Potter u. Chapman, Arabl. Bro. P. C. 34; Carr v. Bedford, 2 Ch. 98; see Lee v. Young, 2 N. C. C. 532. Rep. 77; Hewit v. Hewit, Ambl. 508; [See Prendergrasti).Prendergrast, stated Gower 1). Mainwaring, 2 Ves. 87, 110; ante, 484, note.] Clarke u. Turner, 2 Freem. 198; Wain- (n) Gibson v. Kinfen, 1 Vern. 66; Wright V. Waterman, 1 Ves. jun. 311; Kemp v. Kemp, 5 Ves. 849; Longmore Flanders v. Clark, 1 Ves. 10. [See d. Broom, 7 Ves. 124; Brown i;. Higgs, Armstrong!). Park, 9 Humph. 195.] 4 Ves. 708; 5 Ves. 495; 8 Ves. 561. (m) Maddison v. Andrew, 1 Ves. 60; (o) Gower v. Mainwaring, 2 Ves. 89 ; Alexander t). Alexander, 2 Ves. 640; see Moggridge ■u.Thackwell, 7 Ves. 36; Kemp w. Kemp, 5 Ves. jun. 849, 859; Mahon v. Savage, 1 Sch. & Lef. 111. Keates v. Burton. 14 Ves. 437; 2 Sugd. [See ante, p. 466 and note.] Pow. 190, 6th edit. See Gower v. Main- (p) Walker v. Walker, 5 Mad. 424. 714 OF DISCRETIONARY POWERS. years from and after the testator's decease," then, and in that case the testator gave the same estate to the plaintiflF, his heirs, and as- signs for ever. " But, should the conduct and behavior of the plain- tiff not be such as to merit and procure the confidence and good opinion of" the said three trustees, the estate was given to the plain- tiff for life, with remainder to his children at the age of twenty-four, i- as tenants in common in fee ; and the will *declared that if L -• the plaintiff never should, by his conduct and behavior, merit and entitle himself to the confidence and good opinion of the trus- tees, the survivors, or survivor of them, and the executors, adminis- trators and assigns of such survivors, so as to entitle himself to the estate absolutely, nor leave any child or children arriving at the age of twenty-four, the estate should go over. The bill .prayed, that the trustees might signify, in such manner as the court should direct, their approbation of the plaintiff's conduct and behavior for the space of seven years from the testator's decease, and might convey the fee simple of the estate to the plaintiff, and deliver to him the title-deeds. One of the trustees, by his answer, stated that he had not such confidence in the conduct and discretion of the plaintiff, as to think it proper or conformable to the testator's intentions to give the plaintiff the absolute control over the estate.- Sir J. Leach, V. C, after taking the distinction above mentioned, made a decree refer- ring it to the Master, to inquire whether the plaintiff's conduct and behavior for not less a time than seven years, at least, from the tes- tator's death, had been to the entire satisfaction and approbation of the trustees, and whether they had agreed and signified their unani- mous approbation of his conduct and behavior for that time.(g') It does not appear, whether his Honor considered that the discretion of the trustees in this case was to be exercised on a matter of opi- nion and judgment, or on a matter of fact : although there can be little doubt, but that the subject in question was purely a matter of private judgment. The case in fact decides little or nothing, for the decree, it will be observed, merely directed an inquiry, whether the approbation required by the will had been given by the trustees. It is to be remarked, that the trustees in this case were still living and acting, and there was no suggestion of improper conduct. This distinction between a discretion on matters of fact and opinion seems in some measure to be countenanced by the earlier case of Gower v. Main waring, (r) There three trustees were directed by deed to give the residue of the settlor's estate " among his friends and relations, where they should see most necessity, and as they should think most equitable and just." The settlor afterwards made a will giving his whole estate to the husband of the plaintiff, who (5) Walker v. Walker, 5 Mad. 424. (r) 2 Yes. 87, 110. OF DISCRETIONARY POWERS. 715 ■was one of his daughters. Two of the trustees died and the other refused to act. The bill was filed by the daughter as executrix of her husband, who was dead, to obtain the benefit of the settlor's ■will. Lord Hardwicke seems to have considered, that an absolute trust -was created by the deed for the next of kin of the settlor, with a discretionary power of distribution by the trustees amongst those objects according to their necessity. Upon the question whether the court would take upon itself this discretion, in consequence of the failure of the trustees to exercise it, his Lordship is reported to have said, " the trustees are to judge on the necessity and occasions of the family ; the court cannot judge of such necessity of the family. Thai is a judgment to be made on facts existing ; so that the court can make the judgment as well as the trustees ; and when informed by evi- dence of the necessity, can judge what is equitable and just on this necessity."(s) His Lordship ultimately *decided, that the r-^.^n-, plaintiff having had her share of the residue as one of the ^ ^ next of kin could not have any more, and that the remainder was to be divided between the brother of the plaintiff and a son of a deceased sistev according to their necessities and circumstances, which the Mas- ter was to inquire into and consider, how it might he most equitably and justly divided.{t) The circumstances of the case were very peculiar, and were moreover tainted with fraud. Lord Hardwicke's words as quoted above are also somewhat unintelligible, if not incon- sistent with themselves ; and on several other occasions,(M) and indeed in the course of his judgment in Grower v. Mainwaring itself,(a;) he expressly disclaimed any jurisdiction of exercising discretionary powers in general. And the current of the more recent authorities renders it very doubtful whether the case in question would meet with a similar decision at the present day. At all events it would be found extremely difficult to make any practical application of this distinc- tion between matters of fact and those of mere judgment and opinion, and it remains yet to be seen, whether that distinction would meet with the sanction of the judges at the present time. As a court of equity will not in general assume the exercise of a discretionary power vested in trustees, so it will not interfere to con- trol the trustees acting bona fide in the exercise of their discretion. (y)^ (s) 2 Ves. 89. (j/) Potter v. Chapman, Ambl. 98 ; (!) 2 Ves. 110. Pink v. De Thuisey, 2 Mad. 157, 162; (m) Brereton v. Brereton, 2 'Ves. 87, French i;. Davidson. 3 Mad. 396; Clarke cited; Potter v. Chapman, Ambl. 98; v. Parker, 19 Ves. 11; see Wood v. Maddison «. Andrew, 1 Ves. 60. Richardson,. 4 Beav. 177; Cowley v. (x) See 2 Ves. 89. Hartsronge, 1 Dow. 378. ' A court of eguity will not interfere with the exercise of a discretionary power while trustees are acting in good faith and with ordinary prudence. Gochenaur v. 716 OF DISCRETIONARY POWERS. Nor will a suit be entertained to compel the trustees to exercise their power. (2)^ And the refusal of a trustee to exercise a purely discre- tionary power is not a breach of trust, for which he can be removed from his office, although the trustee assigns no conclusive reason for the refusal, and the proposed act is apparently beneficial to the trust estate. (a) However, if a trustee is actuated by fraudulent or improper mo- tives in exercising, or refusing to exercise, his discretionary powers, a court of equity upon proof of the improper conduct interposes its jurisdiction on a totally different principle — not for the purpose of exercising the discretion committed to the trustee, but to check or relieve from the consequences of an improper exercise of that discre- tion.(6) Discretionary powers, like other authorities, must be exercised in the manner prescribed by the trust instrument. And if a deed or writing be required, that direction must be complied with ; and if the power be exerciseable only by will, an execution by deed will be im- (z) Brereton v. Biereton, 2 Ves. 87, v. Kemp, 5 Ves. 849 ; Dashwood v. cited;Pinku.DeThuisey, 2Madd. 157; LordBulkley, 10 Ves. 245; Mesgretti). Leev. Young; 2 N. C. C. 532. Mesgrett, 2 Vern. 580; 10 Ves. 243; (o) Lee V. Young, 2 N. C. C. 532. D'Aguilar v. Drinkwater, 2 V. & B. 225; (6) Clarke v. Parker, 19 Ves. 12, 18 ; Peyton v. Bury, 2 P. Wms. 628. French v. Davidson, 3 Mad. 396 ; Kemp Froelick, 8 Watts, 19 ; Arnold v. Gilbert 3 Sandf. Ch. 556 ; Masons. Mason, 4 Id. 639; Banner v. Stornn, 1 Id. 356; Hawley v. James, 5 Paige, 485; Clove d, Martin, 1 Dev.& Batt. 307 ; Cowles v. Brown, 4 Call, 477; Morton v. Southgate, 28 Maine, 41; Prendergrast -u. Prendergrast, 3 Eng. L. & Eq. 1 ; Att.-Gen.?;. Mosely, 2 DeG. & Sm. 398, 12 Jur. 889; Costabadie v. Costabadie, 6 Hare, 414: though see Berry v. Hamilton, 10 B. Monroe, 135. See notes to Aleyn v. Belchier, 1 Lead. Cas. Eq. (1 Am. Ed.) 303. ' But in Costabadie v. Costabadie, 6 Hare, 410, where there was a direction by will that the testator's widow should receive "all the income of his real and per- sonal estate, and pay and apply the same to and for the use ofherselfand the chil- dren of their marriage, agreeably and according to her own discretion," which it was held the court could not interfere with, so long as it was reasonably and ho- nestly exercised, it was said by the Vice-Chancellor (Wigram), that the plaintiff, one of the children, having an interest subject to the mother's discretion, had a right to the discovery of the property, in respect of which the interest existed, and also to the discovery of all the acts which had been done, and the rea- son for doing them, which the defendant (the mother), might be able to give. " She has that right," he observed, '•' in order that the court may be able to see whether the discretion which has been exercised by the party intrusted with it, is within the limits of a sound and honest execution of the trust If a bill be filed, the court will of course inquire into the acts which have been done in the administration of the trust, and may possibly (as has been done in many cases), require the trustee to exercise the discretion under the view of the court," in order to prevent a multiplicity of suits. OF DISCRETIONARY POWERS. 71T proper, and vice versa.{c) Although a technically defective execu- tion may be relieved against in equity in proper cases. (d) So these powers can be exercised only by those persons, to whom they *are expressly confided by the trust instrument, and they will not devolve upon the heir or personal representatives [*489] of the original trustee, unless they are so limited on the creation of the trust. (e) And where the authority is given jointly to co-trustees without words of survivorship, it will be determined on the death of one.(/) So trustees appointed by the court cannot usually execute powers of this nature.(^) However, where the power is annexed to the office of trustees, and one or more of the trustees refuse to accept the trust, it is settled, that those who accept may exercise the power. For instance, in a late case,(A) a testator appointed three executors and trustees, and em- powered his said trustees and the survivor of them, and the execu- tors and administrators of such survivor, to give his son an equal share of his estate with his other children in the event of his conduct changing. Two of the executors renounced, and it was held by the M. R. (Lord Langdale), that the power vested in the sole acting trustee.{i) A fortiori, a discretionary power cannot without an express autho- rity be delegated to a stranger by assignment inter vivos.{k) And it seems, that a trustee is equally incapacitated from devising his powers by will, for a devise is equally a delegation of the trust ; and consequently a devisee of a trustee cannot exercise any discretionary power, which is not expressly limited to the assigns of the trustee.(Z) Indeed, from the observations of the Vice-Chancellor in the recent case of Cooke v. Crawford,(m) it is very doubtful whether in any case it is competent for a trustee to transfer the trust by will to a devisee.^ If a discretionary power be well exercised on some points, an at- (c) Doe V. Thorley, 10 East, 438; {h) Eaton i;. Smith, 2 Beav. 236. Kennedy?). Kingston, 2 J. & W. 431; \i) See Flanders v. Clark, 1 Ves. 9; Walsh V. Wallinger, 2 R. & M. 81. [4 Clarke v. Parker, 19 Ves. 19; Worth- Kent. Com. 330, &c.] ington v. Evans, 1 S. & St. 165; Haw- (d) 2 Sugd. Pow. 94, et seq. 6th edit, kins v. Kemp, 3 East, 410. [Ante, (f) Cole V. Wade, 16 Ves. 44, and 471, and notes.] cases cited ; Down u.Worrall, IM. &K. (k) Alexander v. Alexander, 2 Ves. 561. 643; Att.-Gen. v. Berryman, Ibid, cited; (/) Moor. 61, PI. 172 ; 16 Ves. 45; Bradford v. Belfield, 2 Sim. 264; Hitch Townsend v. Wilson, 1 B. & Aid. 608. v. Leworthy, 2 Hare, 200. [Ante, 471, &o.. Endnotes.] (/) Cole v. Wade, 16 Ves. 27; Cooke (g-) Hibbardi). Lambe, Ambl. 309; v. Crawford, 13 Sim. 91. ante, p. 190. [See Newman u. Warner, (m) 13 Sim. 97. 1 Sim. N. S. 457.] ' See ante, 283, and notes. 718 OF DISCRETIONAEY POWERS. tempt by the trustee to delegate the power on some remaining points will not vitiate the exercise of the power, so far as it has been rightly made.(M) The discretionary powers usually given to trustees appear to fall under four principal heads.' — 1st.. Where it is left to the discretion of the trustees to make, or to withhold, a gift or appointment of trust property to a specified donee or class of donees. — 2d. Where the discretionary power is confined to the selection from or distribution amongst the objects of a declared trust. — 3d. Where the discretion Jipplies to some ministerial act connected with the management of the trust estate — such as powers of leasing, selling, appointing new trustees, felling timber, or the like ; — and 4th. Where the subject- matter of the discretion to be exercised is entirely a matter of per- sonal judgment — as where the consent or approbation of the trus- tees is required to a marriage, or to the conduct and behavior of an individual. And first, where trustees have a discretionary power of making or giving effect to a gift out of the trust property. r*AQ(M *^^ '' ^'^ * condition precedent to a gift of a legacy or L '' J other interest, that the trustees should exercise their power in favor of the object — whether the power require an appointment by them, or merely their assent to the gift, — no interest will vest in the donee until the power be duly exercised, and if the trustees re- fuse or neglect to exercise it, the gift cannot be enforced. (o) And in such cases the court cannot decide upon the propriety or impro- priety of the refusal by the trustees to give their assent. (^) Unless the refusal be shown to proceed from a vicious, corrupt, or unreason- able cause. And it will rest with the other party to prove the exis- tence of an improper motive, and not with the trustees to show a reason for their refusal.(5') In Pink v. De Thuisey,(?-) a testator gave and bequeathed 1,OOOZ. unto J. E., adding that he made the said legacy " under the condi- tion thereinafter written," and in a subsequent part of the will, he requested his executor to place that sum in the manner he should think most advantageous, and to give every year the revenues of it (n) Hitch 1). Le worthy, 2 Hare, 200. the "Lower Swell Estate;" Duke of (o) Pink V. De Thuisey, 2 Mad. 1 57 ; Marlborough v. Lord Godolphin, 2 Ves, see Walker v. Walker, 5 Mad. 424; 61. Weller^. Weller, 2 Mad. 160, cited; (p) 2 Mad. 162. French u. Davidson, 3 Mad. 396; see (5) Clarke?). Parker, 19 Ves. 11, 18, Brown v. Higgs, 4 Ves. 719; 5 Ves. 22; French «. Davidson, 3 Mad. 402. 508; 8 Ves. 568, on the question as to (r) 2 Mad. 157. • See on these powers, New York, Kev. St., Part IL Ch. 1, Tit. 2, Article 3, { 9, &c. OF DISCRETIONARY POWERS. 719 to J. E., " and to give him the principal only in case of an esta- blishment 01- acquisition for him which might seem advantageous to my executor, this disposition being an essential condition of the legacy I make to the said J. E. I, however, leave my executor at liberty to give to the said J. E. the said sum. of 1,000?. if he found the thing froper, although there should be found at the moment neither esta- blishment nor acquisition for the said J. E." J. E. died, having disposed of the 1,000Z. by his will, and the bill was filed' by persons claiming under the will of J. E., to compel the payment of the legacy of 1,000Z. : the defendant, the executor, by his answer denied that J. E. had ever obtained a proper establishment or acquisition. Sir J. Leach, V. C, held 1st, That the gift of the principal of the legacy was conditional on the legatee's obtaining an acquisition or establishment such as might seem advantageous to the executor ; 2d, That that condition had not been satisfied ; and 3d, That the legatee was not entitled under the final clause of the will ; for the executor said, he did not think proper to advance the legacy. His Honor observed, "Nothing appears in the conduct of the young man which disqualified him from taking, but it would be quite contrary to the provisions of the will to hold, that the power given to the exe- cutor at his discretion to advance the legacy, gave the legatee a right to claim it absolutely. If that were so, the condition in the will, and the power given to the executor of dispensing with it, would be useless ; the whole will would be frustrated. Is the court to decide upon the propriety of the executor withholding the legacy ? That would be assuming an authority, which is confided by the will to the discretion of the executor. It would be to make a will for the testator, instead of expounding it." And his Honor concluded thus, " The executor did not think fit to advance the principal of this legacy to (the legatee), and therefore he could not claim it as absolutely entitled. The consequence is, the bill must be dismis- sed."(8) *So in Weller v. Weller,(i) which was cited in the argu- ment of Pink V. De Thuisey, a testator gave his son a sum of ^ ^ money with power for his executors to advance mOre, if they thought proper. The creditors of the son filed a bill against the executors to compel the payment of the additional sum, but the Master of the EoUs thought the bill would not lie.(i) Again, in French v. Davidson, there was a direction for trustees to pay an annuity to a party, " unless circumstances should render it unnecessary, inexpedient, and impracticable." And the same learned judge considered that the state of circumstances upon which the (s) Pink V. De Thuisey, 2 Mad. 157, (<) Weller?J.Weller,2Mad.lC0,cited. 162. 720 OP DISCRETIONARY POWERS. annuity was to cease, was to be determined by the opinion of the trustees ; and if they had discontinued the payment of the annuity because, using their best discretion on the subject, they had come to a conclusion, that circumstances had rendered it unnecessary, inex- pedient, and impracticable, and had distinctly stated as much in their answer, the court could not have controlled their judgment, unless there were mala fides. But as this did not appear to have been the case, his Honor declared, in the words of the will, that the annuity was to be paid unless in the judgment of the executors, circumstances should render it unnecessary, inexpedient, and impracticable. (m) It will doubtless be observed, that in this last case, the power of stop- ping the payment of the annuity was in the nature of a condition subsequent, unless it could be considered that the gift of the annuity amounted to a substantive legacy of each annual payment, each being made dependent on the precedent and continuing assent of the trustees. If the will in the first instance contain a direction, which amounts to a direct gift, and a subsequent discretionary power be given to the trustees, enabling them to annul the gift, it is clear that the donee will be entitled, unless and until the trustees defeat the bequest by the exercise of their power. And the court will endeavor as far as possible to affix this limited construction to powers of this description. Thus in Wainwright v. Waterman, (a;) the testator directed his ex- ecutors to appoint his grandson John, a partner, and gave him a legacy of 4,000Z. when he should become a partner. By a subsequent codicil he declared, that it should be entirely at his executor's discre- tion to appoint John a partner, notwithstanding the former direction ; and if they should not think proper to appoint him, the legacy ofi,OOOL was to be void. One of the executors, the father of John, wished to make him a partner, the other two were against it. The Lord Chancellor (Lord Thurlow) said, that " if the executors had united in declaring, that John was unfit to be admitted, and without collusion or fraud, that they had a right to exclude him, and he must have lost the 4,OO0Z." But as the circumstances were, and as they made no such declaration, his Lordship declared John to be entitled both to be admitted a part- ner, and to his legacy.(a;) So in Keates v. Burton,(2/) a testator, after giving a legacy of 2,000Z. to his natural son, added a discretionary power for his execu- tors to pay him the interest on the principal. The executors renounced probate, and the legatee became insolvent. Sir Wm. Grant, M. R., r*4.Q91 ^^^^i *^^* ^^ *^^ *bequest was in the first instance absolute, ^ and the executors had not exercised their power, and having (u) French v. Davidson, 3 Mad. 396. (?/) Keates v. Burton, 14 Ves. 434. (x) 1 Ves.jun. 311. OP DISCRETIONARY POWERS. 721 renounced, could no longer exercise it, the legatee continued abso- lutely entitled, (t/) And the decision in the case of French v. Davidson,(2) already- stated, is of a similar tendency. However, there has been already occasion to observe, that powers of this description are very frequently treated in equity as in the nature of trusts. (a) And the court in these cases will always strive to adopt a construction, by which the objects of the settlor's bounty will take a vested interest in the gift at all events, independently of the exercise of the power, which in that case will be restricted to the selection from, or the distribution amongst, the class of objects. (6) And this brings us to the consideration of the second class of dis- cretionary powers, viz., those which are confined to the selection from, or the distribution amongst, the objects of the trust.^ Where a vested interest in trust property is given to a class of individuals, as to the testator's children, subject to a discretionary power in the trustees, to appoint the fund to any one or more objects from the class ; upon the execution of the power, those who are named in the appointment, will take to the exclusion of the others.(l) And so where the power is, to fix the relative proportions or the time and mode of application of the shares, the directions of the trustee, made in exercise of his power, will govern the relative rights of the parties in those respects.(c) But if the power be not exercised, and until its exercise, the whole class of objects will be entitled to the property in equal shares, (c^) Where the trust is for the testator's " relations," or " family," with a power of selection by the trustees amongst those objects, the trus- tees in exercising that power may appoint to any persons coming within the testator's description, although not within the degree of Ms (]/) Keates I). Burton, 14 Ves. 434. nedy u. Kingston, 2 J. &W. 431 ; Keates Iz) 3 Mad. 396. v. Burton, 14 Ves. 434; Walsh v. Wal- (a) Ante, Pt. I. Div. I. Ch. II. Sects. 2, linger, 2 R. & M. 78 ; Brown v. Pocock, 3, 4, [page 68, &c., and notes.] 6 Sim. 257; 2 Sugd. Pow. 179, 180, 6th (6) Ibid. edit. ; Fowler v. Hunter, 3 Y. & J. 506. (c) Forbesv.Ball, 3Mer. 440; 1 Hop. [Withers v. Veadon, 1 Rich. Eq. 324: Legs. 96, 98, and cases cited. Collins v. Carlisle, 7 B. Monr. 14; Bull (d) Brown v. Higgs, 4 Ves. 708; 5 v. Bull, 8 Conn. 47, ante, 68, and notes; Ves. 495; Kemp v. Kemp, 5 Ves. 849; 72, and notes.] Longmore t). Broom, 7 Ves. 124; Ken- (1) For the expressions,' which will create an exclusive power of appointment or selection, see 1 Sugd. Pow. 561, et seq., 6th ed., where the subject is fully con- sidered. [4 Kent's Comm. 345.] ' See, on these powers, in New York, Rev. Stat, Part ii. Ch. 1, Tit. 2, Art. 3, J 95, &c. 46 722 OF DISCBETIONABY POWERS. next of hin.{e) But if the power be not exercised by the trustees, the court will confine the trust to those who are the testator's next of kin, according to the statute, at the death of the donee of the power.{/) But the terms "family" and "relations" will, as a general rule, be construed to mean " next of kin ;" and if the trustee have no power of selection from amongst these objects, but only a power of dis- tributing their several shares, he can give nothing to any one, except r*4<^^1 ^^^ testator's *next of kin ; and if the power be not exercised, the testator's next of kin at the time of his death will be all equally entitled.(^) Although the court may have acquired jurisdiction over the trust property, by the institution of a suit for the administration of the estate, or to determine the construction of the will, yet in making its decree, it will not interfere with a discretionary power of selection or distribution, if the trustees be living and competent to act; but the right and facility of exercising the power will be expressly re- served to them by the decree.(A) However, on one occasion, where the trust had come under the direction of the court, the decree fixed the period within which the power was to be exercised, (i) And in a late case, where trustees, who had a discretionary power of distribution amongst the testator's nephews, could not agree amongst themselves as to the division, the court, on a bill filed by some of the trustees, made a decree, directing the division of the trust property amongst all the nephews equally, per capita.Qc) Trustees in the exercise of these discretionary powers cannot exceed their authority, or infringe upon any of the other trusts. Therefore, where a trustee is empowered to distribute or apportion the shares of a fund amongst the several objects, but he is not in- vested with any exclusive power of selection, he is not at liberty to exclude any of the objects, but in making his appointment must give some share to each.(Z) And previously to the recent change of the (e) Mahon v. Savage, 1 Sch. & Lef. 708 ; Mahon v. Savage, 1 Sch. & Lef. lll;Hardyng?;.Glyn, 1 Atk.469; Ben- 711; Waldo v. Caley, 16 Ves. 206: nett V. Honeywood, Ambl. 708 ; Tytcher Horde v. Earl of Suffolk, 2 M. & K. 59. V. Byles, 1 T. R. 435 ; Cruwys v. Col- [See Costabadie v. Costabadie, stated, man, 9 Ves. 435; Birch v. Wade, 3 V. ante, 488, in note.] & B. 198 ; Grant v. Lynam, 4 Russ. 392 ; (i) Piper v. Piper, 3 M. & K. 159. Supple V. Lowson, Ambl. 728. [k) Tomlin v. Hatfield, 13 Sim. 167. (/) Ibid. [Ante, 76, and notes ; see {l) Bennett v. Honeywood, Ambl. Bull V. Bull, 8 Conn. 47.] 708; Att.-Gen. v. Price, 17 Ves. '371; (g-) Cole V. Wade, 16 Ves. 27, 43; Kemp v. Kemp, 5 Ves. 849; 1 Sugd. Pope V. Wichcombe, 3 Mer. 689 ; 1 Rop. Pow. 561, et seq., 6lh edit. [See Cowles Legs. 96, &c. V. Brown, 4 Call, 477.] (A) Bennett v. Honeywood, Ambl. OF DISCRETIONARY POWERS. 723 law, such a stare could not have been merely nominal or illusory ;(wj) although now, by the act 1 Will. IV. c. 46, any appointment in exer- cise of a power, which is valid at law, will be good in equity, and consequently the gift of the smallest nominal share will in future be sufficient to satisfy the power.(wy However, in these cases, the appointment need notice only those objects who are living at the time of the exercise of the power, and the whole fund may be ap- pointed to the survivors, to the exclusion of the representatives of those who are then dead: and even where there is only one surviving object, the power of appointment is not extinguished on that account, (though a power of selection must then necessarily be gone), and an appointment in favor of the sole survivor will be good.(o) So where there was a bequest of an annuity, to be applied for the maintenance and benefit of the legatee, "in such manner" as the trustees in their absolute and uncontrolled discretion shall think fit, it was held by Sir K. Bruce, V. C, that the direction to apply the annuity for the legatee's benefit being absolute, the whole was to be applied for that purpose. " The trustees' discretion was as to the manner of the application, not *whether there should or should t-^,q.-. not be any application at all."(p) Again, where the dis- ^ -1 cretionary power of appointment is confined to a particular class of persons, it is almost needless to state, that the trustees will not be at liberty to travel out of that class. For instance, where the power was to appoint to relations, it must be exercised in favor of some relation, and an appointment to a brother's widow who is not a relation, is bad.(5') If a power of distribution or application be improperly exercised, (m) Maddison t). Andrew, 1 Ves. 57 ; 1 Ves. jun. 299; 3 Bro. C. C. 242; Alexander u. Alexander, 2 Ves. 640; Butcherw. Butcher, 1 V.&B. 89; Wood- Kemp V. Kemp, 5 Ves. 849; Butcher i). cock v. Woodcock, Phill. 72. Butcher, 1 V. & B. 79; Mocatta v. {p) Stephens v. Lawry, 2 N. C. C. Lousada, 12 Ves. 123. 87. [See Cowles v. Brown, 4 Call. 477.] (ji) 1 Sugd. Pow. 568, &c., 6th edit. (5) Harvey v. Harvey, 5 Beav. 134. (0) Boyle V. Bishop of Peterborough, ■As to the doctrine of illusory appointments, see notes to AUeyn v. Belchier, 1 Lead. Cas. Eq. 290, 303 (1st Am. Ed.); 4 Kent's Comm. 342. In New York, by the Revised Statutes (Pt. H. Ch. 1, Tit. 2, Art. 3, H97, &c.), it is provided, that where a disposition under a power is directed to be made to, or among, or between several persons, without any specification of the share or sum to be allotted to each, all the persons designated shall be entitled to an equal pro- portion. But where the terras of the power import that the fund is to be dis- tributed between the persons so designated, in such manner or proportions as the trustee of the power may think proper, the trustee may allot the whole to any one or more of such persons, in exclusion of the others. If the trustee of a power, with a right of selection, shall die, leaving the power unexecuted, its execution shall be decreed in equity for the benefit equally of all the persons designated. 724 OF DISCRETIONARY POWERS. the objects of the power will take equally, as in default of any ap- pointment. (r) The next class of discretionary powers are those which apply to the management of the trust estate. The court is much more ready to control the trustees in the exer- cise of discretionary powers of this last description, than in matters of private opinion and judgment. The reason is, that on these matters of fact the court is equally competent, or even more competent than the trustees to determine what will be most beneficial to the trust estate :(s) and it will enter into the consideration of the motives of a trustee in exercising, or refusing to exercise, such a power, and will not suffer him to exercise his discretion in an arbitrary or capricious manner. In Lord Milsington v. Earl Mulgrave,(i) trustees were empowered by the settlement to renew church leases " from time to time, as occasion should require, and as they should think proper." The trustees refused to make the usual renewal of a lease at the expi- ration of the first seven or fourteen years of the term, and the bill was filed by the cestui que trusts to compel them to renew. To this bill the defendants put in general demurrers, and it was argued in support of the demurrers, that the trustees had a discretionary power to renew at any time, and that the court would not interfere with that discretion : but the Vice- Chancellor (Sir J. Leach) over- ruled the demurrers without hearing the plaintiff's counsel. His Honor observed, " I cannot allow these demurrers without holding that the trustees have an arbitrary and capricious power with respect to the renewal of this lease, and are not required to give any expla- nation, why the lease has not hitherto been renewed. The trustees are to renew as occasion may require, and as they may think proper ; by which is to be understood, as they may think proper for the inte- rests of their cestui que trust. The exercise of a power of renewal does indeed require a discretion, — but not an arbitrary and capricious discretion." Again, where trustees are invested with a discretionary power of appointing new trustees, if the court have acquired jurisdiction over the property by the institution of a suit (though for a different object), it will assume a control over the discretion of the trustees, and will not suffer them to appoint new trustees, except under its own sanction, (m) (r) Gibson v. Knyven, 1 Vern. 66; («) 3 Mad. 491; see Hewit v. Hewit, Kemp V. Kemp, 5 Ves. 849 ; 1 Sugd. Ambl. 508. [Ante, 433, &c., 480, &c.] Pow. 579. (ti) Webb v. Earl of Shaftesbury, 7 (s) 3 Mad. 491. [See Mortimer v. Ves. 480, 487; Att.-Gen. v. Clack, 1 Watts, 9 Engl. L. & Eq. 126.] Beav. 467; but see Cafe ti. Bent, 3 Hare. 245. [See ante, 185, and note.] ^ OP DISCEETIONAEY POWERS. 725 So it has been already seen,(a;) that if there be a trust to invest at discretion on " some good or sufficient security," or " at discretion," the *court will not allow the trustees to exercise any dis- cretion as to the nature of the security, but will decide upon L -I the goodness or sufficiency of the investment, according to its own rules.(?/) And so it has also been stated, that a trust to invest " with all convenient speed," must in general be executed within a twelve- month. (s) So it has been previously stated,(a) that a power of sale, or of varying trust securities, though to a certain extent discretionary, must not be exercised in an arbitrary or mischievous manner, but only for the benefit of the trust estate ; and the court, on a bill being filed, will enter into the consideration of the circumstances, and decide upon the propriety or impropriety of exercising such powers. (6) However, in all these cases, if the trust instrument expressly de- clare, that the power may be exercised by the trustee, at his uncon- trolled discretion, and the terms are such as preclude the court from entering into the trustee's motives in exercising this discretion, the jurisdiction of the court is excluded, and it cannot interfere, except in the case of fraud, or improper motive, which is an exception to every such general rule.(e) Powers of sale, of leasing, and of varying the securities, also come within the class of discretionary powers which is now under con- sideration ; but they have been discussed at large in the three pre- ceding heads of this section. (li) The fourth and last class of discretionary powers is, where the dis- cretion is to be exercised on a matter of pure personal judgment. For instance, where the trustees are empowered to give their opinion on the good, or ill-conduct, or merits of an individual ;(e) or to de- fermine the propriety, or impropriety, of continuing the payment of an annuity ;(/)' or to give their approbation to a settlement,(^) &c. (a;) Ante [368, &c., and notes.] (c) Milsington v. Mulgrave, 3 Mad. (y) Booth V. Booth, 1 Beav. 125 ; see 493 ; Lee v. young,2 M. C. C. 536; and De Manneville v. Crompton, 1 V. & B. see PL II. and III. of this section. 359 ; Pocock v. Reddington, 5 Ves. 794. (d) Vide supra, Pi. I., II. and III. of (3) Parry t). Warrington, 6 Mad. 155. this section. (a) See the last two preceding Sec- (e) Cole u. Wade, 16 Ves. 27: Walker tions. V. Walker, 5 Mad. 424; Eton I). Smith, (6) De Manneville v. Crompton, 1 V. 2 Beav. 236. & B. 359 ; Brice v. Stokes, 1 1 Ves. 324; (/) French v. Davidson, 3 Mad. 396. Lord V. Godfrey, 4 Mad. 459 ; Broad- (g) Brereton v. Brereton, 2 Ves, 87, hurst V. Balguy, 1 N. C. C. 28 ; see Hitch cited. V. Leworthy, 2 Hare, 205, 208. ■ In Mason v. Mason, 4 Sandf. Ch. 631, it was held, that a discretionary power 726 OF DISCKETIONARY POTVEKS, The trustees alone are competent to exercise these powers, for they may have private and peculiar grounds for arriving at a proper con- clusion, into which the court could not providentially inquire, and which the trustees might refuse to disclose. The exercise of such authorities cannot, therefore, in general, be assumed, or even con- trolled by the court.(A) A power for trustees to consent to a marriage, is obviously a dis- cretionary power of this last description, and it is one which has been a fruitful source of litigation. From the nature of the subject, such authorities are on a footing peculiar to themselves, and will, there- fore, require to be separately discussed. Courts of equity, following the maxims of the civil law, have always discountenanced any conditions in restraint of marriage. (i) r*4Pfi1 ■^^'^''^) if **^ interest in a legacy be vested in a party with a subsequent provision for divesting that interest, in case of the legatee's marriage without the required consent, and there is no gift over to take effect on the marriage without such consent, the con- dition will be treated merely as one in terrorem, and will not be enforced. (^) But this doctrine will be applied only to a pecuniary legacy, and will not extend to a charge on real estate. (Z) And even where the condition is subsequent, yet if the legacy be given over on (A) Clarke v. Parker, 19 Ves. 11. 364; Lloyd v. Branton, 3 Mer. 117; 1 (i) Stackpole ti. Beaumont, 3 Ves. 96; Rop. Legs. 715; Harvey v. Aston, I Atk. Daley v. Desbonvierie, 2 Atk. 261; Long 378, 9 ; Jervoise v. Duke, 1 Vera. 20. V. Dennis, 4 Burr. 2052. {I) Harvey v. Aston, 1 Atk. 379; Re^- {k) Semphillt). Hayley, Prec. Ch. 562; nel v. Martin, 3 Atk. 333 ; see Berkley Garret u^Pretty, 2 Vern. 293; S. C. 3 ti. Ryder, 2 Ves. 535; Stackpole i;.Beau- Mer. 120; Wheeler v. Bingham, 3 Atk. mont, 3 Ves. 89. to increase an annuity, which has ^een once exercised, will not authorize a fur- ther execution by a reduction to the original amount. Where executors are authorized to advance to a legatee any sum or sums of money not exceeding an amount specified, an exercise of the power for a less amount will not preclude a further advance. Webster v. Baddington, 16 Simons, 177. Under the amended provision of the New York Revised Statutes, which authorizes the rents and profits of a devised estate to be applied, generally, to the use of a cestui que trust, it was said by the Chancellor, in Gott v. Cook, 7 Paige, 538 (approved in Mason v. Jones, 2 Barb. S. C. 248), that a certain degree of discretionary power was vested in the trustee ; and that, though in case he should attempt, without any justifiable cause, to exercise a control over the application of the trust fund, it would be a breach of trust ; yet, it would be equally so to pay it over after it was received into the hands of a lunatic, or a drunkard, who, he had reason to suppose, would waste it, without applying it to any beneficial use; and so it would be, if he purchased articles of food, or other property, himself, and placed it in the hands of such a person, when he had reason to believe that it would be wasted, instead of being used for the benefit of such cestui que trust, or his family. OF DISCRETIONARY POWERS. 727 the failure of the donee to satisfy the condition, the court will re- cognise the interest of the party who is entitled under the limitation over, and the forfeiture will be enforced in his favor, if the donee marry without the required sanction. (m) It is somewhat doubtful, whether a mere general residuary gift will be a sufiBcient limitation over, so as to give effect to a forfeiture arising from a condition sub- sequent of this description. (ji) But it is clear, that an express direc- tion, that the particular interest given to the donee shall fall into the residue on his marrying without consent, will be a sufficient gift over for this purpose.(o)' However, where the consent of the trustees to a marriage is a con- dition precedent to a gift, so that nothing vests in the donee until his marriage with that consent, — as where there is a limitation to a party upon his marriage, or in case he should marry, with the proper con- sent — it is clearly settled (though the law was once otherwise),(p) that the condition must be strictly complied with, and the donee will take nothing, unless he marry with the required consent. (5') And in such a case, it is immaterial, whether there is,(r) or is not,(s) a limi- tation over in the event of the condition not being performed. And the condition will be equally valid, whether the consent to the mar- riage of the donee be required only until he attain a certain age,(i) or during his whole life.(M) "Where there was a devise to a party, if he should marry with the consent of trustees, and a gift over upon his marriage against their consent, ^^ against " was held to mean " without" their consent, and the devise over was established upon the first devisee's marriage (m) Garret v. Pretty, 2 Vern. 293 ; 3 572 ; Gillet v. Wray, 1 P. Wms. 284 ; Mer. 120 ; Harvey v. Aston, 1 Atk. 375 ; Harvey v. Aston, 1 Atk. 375, 8 ; Knight Wheeler v. Bingham, 3 Atk. 364; Scott v. Cameron, 14 Ves. 389. V. Tyler, 2 Bro. C. C. 431 ; Lloyd v. (r) Hemmings v. Munckley, 1 Bro. Branton,3Mer. 117; StrattonD.Grymes, C.C.303; Clarke t). Parker, 19Ves.8, 2 Vem. 357; Dashwood u. Lord Bulke- 9; Malcolm u.O'Callaghan, 2 Mad. 349; ley, 10 Ves. 230. Longu. Rickelts, 2 S. & St. 179. (n) Harvey v. Aston, 1 Atk. 375; con- (s) Stackpole v. Beaumont, 3 Ves. 89; tra, Wheeler v. Bingham, 3 Atk. 364; Scott v. Tyler, 2 Bro. C. C. 431; Creagh see Lloyd v. Branton, 3 Mer. 118. v. Wilson, 2 Vern. 572 ; Gillet ij. Wray, (0) Wheeler v. Bingham, 3 Atk. 368 ; 1 P. Wms. 286: 1 Bop. Legs. 658. Lloyd V. Branton, 3 Mer. 118. (<) Hemmings v. Munckley, 1 Bro. C. (p) Underwood ■U.Morris, 3 Alk. 184; C. 303; Scott v. Tyler, 2Bro. C.C.489; Eeynish v. Martin, 2 Atk. 330. Stackpole v. Beaumont, 3 Ves. 89. (5) Holmes v. Lysight, 2 Bro. P. C. (u) Clarke v. Parker, 19 Ves. 1 ; Mal- 261; Hemmings t). Munckley, 1 Bro. C. colra v. O'Callaghan, 2 Mad. 349, 354; C. 303 ; Scott V. Tyler, 2 Bro. C. C. 489 ; Gillet v. Wray, 1 P. Wms. 284 ; Lloyd 2 Dick. 712; Creagh v. Wilson, 2 Vern. v. Branton, 3 Mer. 108, 116. ' See ante, 395, note; and notes to Scott v. Tyler, 2 Lead. Cas. Eq.p. i., 333 (1 Am. ed.), and cases cited. ' 728 ,0P DISCRETIONARY POWERS. r*4Q71 ^*'^<"** ^^^^ consent, *although it did not appear tbat the trustees opposed the mamage.(a;) Where the limitation over is made to take effect on the death of the first donee, without mar- rying with the required consent, it is uncertain, whether the donee could entitle himself to the gift by a second marriage with the proper consent, where he had been previously married without such con- sent. («/) Upon principle, it would seem, that he might do so. How- ever, it is clearly settled, that a condition, requiring consent, will be satisfied by the first marriage without the required consent. And a second marriage without consent will not, therefore, prejudice the legatee.(2) Where the interest is given so as to vest absolutely in the donee at a certain period, with a general and unlimited condition, that he should not marry without the trustees' consent, the necessity of ob- taining the consent will cease, when the interest becomes vested. For instance, where a legacy is given to a child at twenty-one, pro- vided that if he marry without the consent of trustees, there should be a forfeiture. The legatee will take, absolutely discharged from the condition, upon attaining twenty-one. (a) It will doubtless be ob- served that this is in the nature of a subsequent condition. Where a testator, by his will, requires the consent of his execu- tors or trustees to the marriage of his daughter, who is single at the date of the will, and the daughter afterwards marries in the testator's lifetime with Ms approlation, the condition will be dispensed with; nor will it be applicable to a second marriage of the daughter after the testator's death.(6) The court, in construing these conditional gifts, will struggle more earnestly to dispense with the condition in favor of children, or where the donor stands in loco parentis to the donees, than where the will or settlement is made by a mere stranger. (c) Having thus considered generally how far these provisions, re- quiring the consent of the trustees to a marriage, will be enforced — (a:) Long u. Ricketts, 2 S. & St. 179; Beaumont, 3 Ves. 89; but see Mal- but see Harvey v. Aston, 1 Atk. 375; colm v. O'Callaghan, 2 Mad. 354; and Pollock V. Croft, 1 Mer. 184. Lloyd v. Branlon, 3 Mer. 108 ; see (y) Malcolm v. O'Callaghan, 2 Mad. Graydon v. Hicks, 2 Atk. 18. 349. (6) Clarke v. Berkeley, 2 Vera. 720; (z) Hutcheson v. Hammond, 3 Bro. Crommelin v. Crommelin, 3 Ves, 227; C. C. 128, 146; Crommelin v. Crom- Parnell u. Lyon, 1 V.&B. 479; Wheeler melin, 3 Ves. 227; Lowe u. Manners, 5 v. Warner, 1 S. & St. 304; Smith v. B. & Aid. 917; 1 Rop. Legs. 709, 10. Cawdery, 2 S. & St. 358; Coventry i;. (a) Pullen v. Ready, 2 Atk. 587 ; Des- Higgins, 8 Jur. 182. body V. Boyville, 2 P. Wms. 547; (c) Berkley i;. Ryder, 2 Ves. 537; Knapp V. Noyes, Ambl. 662 ; Osborn v. Burleton v. Humfrey, Ambl. 256. Brown, 5 Ves. 527; see Stackpole v. OF DISCKETIONARY POWERS. 729 ■ffe ■ffill now proceed to examine in what manner a power to consent to a marriage must be exercised by the trustees.* And first, What will be a sufficient consent by the trustees to a marriage, in order to satisfy the condition. And this consent may be, in some cases, either " express" or "implied." It is not absolutely necessary to the validity of an express consent, that it should be given to some particular marriage then in contem- plation ; but a general license, giving the party " free leave and con- sent to marry whomsoever she choosed," will bo sufficient, if acted upon.(cZ) And where a consent in writing by the trustee was not ex- pressly required by the will, a general verbal consent, by him, for the legatee to marry " whomsoever *she pleased," under which r-^ .qq-, she afterwards married, has been held to satisfy the condi- L J tion.(e) And the court, in its anxiety to get rid of conditions of this de- scription, has construed very loose and inconclusive expressions of the trustee into an express consent. Thus, statements in a letter, that the trustee "would be obliged to consent ;"(/) or "that he would never stand in the way of any arrangement by the co-trus- tees ;"(^) or "that he should not oppose" the marriage ; (A) or "you know you have my consent ;"(«') or that the trustees "were ready to consent ;"{Je) have been held sufficient. It is settled that, if a consent m writing be not expressly required, there may be an implied or tacit consent arising from the conduct of the trustees, where the facts in evidence show that the consent has been given substantially, though not in terms(Z) — as where they have been privy to, and have encouraged, or, at any rate, have not discou- raged the courtship. (m) And it will be an additional reason for adopt- ing this construction, if the party by whom the consent is to be given, himself takes a beneficial interest in the property in case of the for- feiture of the first donee; although there may be no suggestion of fraud. (n) However, the most proper ground on which these decisions are to be rested, appears to be this, viz., that it would amount to a con- ((f) Mercer «. Hall, 4 Bro. C. C. 328. {I) Harvey v. Aston, 1 Atlc. 375; (c) Pollock ■«. Croft, 1 Mer. 181. Mesgrett v. Mesgrett, 2 Vera. 581; (/)Daleyt).Desbouverie, 2Atk. 261; Clark?;. Parker, 19 Ves. 12, 24; O'Cal- but see Clarke v. Parker, 19 Ves. 12! laghan v. Cooper, 5 Ves. 126. and see Dash vpood t). Lord Bulkeley, 10 (m) Mesgrett «;. Mesgrett, 2 Vern. Ves. 241. 580 ; Daley v. Desbouverie, 2 Atk. 261 ; (g-) D'Aguilar v. Drinkwater, 2 V. & Campbell v. Lord Netterville, 2 Ves. B. 225. 534, cited ; Lord Strange v. Smith, (ft) Merry v. Ryves, 1 Ed. 1. Ambl. 263. (i) VVorthington v. Evans, 1 S. & St. (n) D'Aguilar v. Drinkwater, 2 V. & 165. B. 225; see Mesgrett v. Mesgrett, 2 (i) Le Jeune v. Budd, 6 Sim. 441. Vern. 530. ' See notes to Scott v. Tyler, 2 Lead. Cas. Eq., p. i. 315, &c. (1st Am. ed.) 730 OF DISCRETIONARY POWERS. structive fraud on the legatee, to hold that there was a want of a proper consent, when the parties have been induced to entangle their affections, and ultimately to complete the marriage, on the faith of the apparent approval of the match on the part of the trustees. (o) For it is a settled rule of equitable construction, that an innocent party shall not be held responsible for the breach of a condition, which is occasioned by the fraud or misrepresentation of another.(^) But it is clear, that where the consent is required to be given in writing, an implied or tacit, or even an express verbal, consent will not satisfy the condition. (g') However, in case of fraud, the court will interpose, even where there is no written consent, and relieve from the forfeiture, (r) Where a consent in writing is all that is required by the trust in- strument, the condition will be satisfied by any writing, however in- formal or incomplete, in which the consent is sufficiently expressed, and which is signed by the persons who have the power of giving their consent.(s) A deed, or other formal instrument, is not neces- sary, unless expressly required by the terms of the trust. And it is ... immaterial, that a regular deed *of consent has been pre- L J pared for the signature of the trustees, and that it was their intention to execute the more formal instrument.(i) A distinction was once attempted to be established between the terms " consent" and " approbation." In Burleton v. Humfrey,(M) a trust of real and personal estate was declared in favor of the tes- tator's daughter, if she married with the. consent and approbation of the trustee, with a devise over, if she married without such con- sent or approbation. The daughter married without the trustee's consent or knowledge, but he subsequently gave his approbation to the marriage ; and Lord Hardwicke determined, that the condition required only the consent or the approbation of the trustee, and the subsequent approbation was therefore sufficient.(2:) However, his Lordship did not venture to rest his decree on the distinction thus taken by him, which was afterward disapproved of both by Lord Thurlow and Lord Eldon.(«/) Again, in the case of Berkley v. Ey- diev,(z) where the marriage was to be with the consent and approba- tion of the trustees. Lord Hardwicke himself did not attempt to (o) Clarke v. Parker, 19 Ves. 12, 18, 165; Daley v. Desbouverie, 2 Alk. 261; 19; Dashwood v. Lord Bulkeley, 10 Merryw. Ryves, 1 Ed. 1; D'Aguilar «. Ves. 243; D'Aguilar v. Drinkwater, 2 Drinkwater, 2 V. & B. 225; Le Jeune V. &B. 234. u-Budd, 6Sim. 441. (p) Clarke v. Parker, 19 Ves. 17, 18. («) Worthington v. Evans, 1 S. & St. Iq) Clarke v. Parker, 19 Ves.' 12; 165. D'Aguilar v. Drinkwater, 2 V. & B. 230. («) Ambl. 256. (r) Lord Strange v. Smith, Ambl. (a;) Burleton v. Humfrey, Ambl. 256. 263 ; Clarke v. Parker, 19 Ves. 18, 19; {y) See 19 Ves. 21. see Farmer t). Compton, 1 Rep. Ch. 1. (z) 2 Ves. 533. (s) Worthington v. Evans, 1 S. & St. OF BISCRETIONART POWERS. 731 maintain this distinction, and in several subsequent cases, where the same expressions occurred, such a distinction has not been raised. (a) The dictum of Lord Hardwicke in Burleton v. Humfrey must there- fore be regarded as overruled, and the two terms treated as having the same operation in conditions of this nature. This leads to the observation, that the consent or approbation of the trustees, must be given previously to the marriage. It was ob- served by Lord Hardwicke in the case of Reynish v. Martin,(5) that if the legatee " married without the consent of the trustees, their consent or approbation afterwards was immaterial, — because no sub- sequent approbation could amount to a performance of the condition, or dispense with a breach of it."(6) And as it was forcibly put by Lord Thurlow when remarking on the decision in Burleton v. Hum- frey, " If subsequent approbation were sufficient after eleven months, he did not see why it would not do at any time during the whole life of the trustee ; during which it must be quite uncertain, whether the marriage was had in conformity with the condition or not. "(c) The only case opposed to this doctrine, is that of Burleton v. Hum- frey,(^) which has just been discussed, and which has been com- pletely overruled on this point by a series of subsequent deci- sions.((3) However, it appears from the observations of Sir J. Leach, V. C, in the modern case of Worthington v. Evans,(/) that if a trustee had actually approved of a marriage, and was prevented from exe- cuting a previous formal consent in writing hy some accident, and not from any change of purpose, the court would consider his con- sent to have been substantially given according to the will. In that case the formal consent was executed by the trustee a few hours after the solemnization of the marriage, but as there was a letter from him, which was held to amount to a sufficient previous consent in writing, it was not necessary to decide *the case on the principle above stated. But there can be little doubt, that •- -< the court if necessary would act upon that principle, and relieve from strict non-performance of the condition under similar circum- stances, on the ground that the condition was in fact substantially, though not literally performed. And such a jurisdiction would de- pend upon the broad equitable principle of relieving from the con- sequences of innocent mistake or accident. (^) (a) See Hemraings v. Munckley, 1 Berkley v. Ryder, 2 Ves. 532; Clarke Bro.C.C. 304; Malcolms. O'Callaghan, v. Parker, 19 Ves. 1; Malcolm v. 2 Mad. 349, O'Callaghan, 2 Mad. 349; Long v. (6) Reynish v. Martin, 3 Atk. 331. Ricketts, 2 S. & St. 179. (c) See Clarke v. Parker, 19 Ves. 21. (/) i S. & St. 172. {d) Ambl. 256. (g-) O'Callaghan v. Cooper, 5 Ves. (e) Reynish v. Martin, 3 Atk. 331; 117, 125; ante, Pt. I. Div. II. Ch. II. 732 OF DISCRETIONARY POWERS, If a trustee once gives his absolute consent to a marriage after full information of all the circumstances connected with it, he can- not afterwards withdraw that consent.(A) And the reason is, that the parties are to be considered to have acted upon the license, and it would be doing violence to their feelings, as well as to the inten- tions of the testator, to permit the consent to be countermanded without some new reason, which goes to the propriety of the original assent. (i) But if previously to the solemnization of the marriage, the trustees become informed of circumstances, which ought to have operated at first to make them withhold their consent, it would become their duty, and they would unquestionably have the power, to jetract their consent. (A) So the consent may be given "conditionally," if there be nothing unreasonable or improper in the condition reserved. Thus an assent to a marriage, provided the husband make a settlement according to a previous proposal ;{]) or, if the co-trustees will consent,{rn) will be a conditional assent. And if the parties afterwards fail or refuse to perform the condition on which the consent was given, it may pro- perly be withdrawn. (w) But where the consent is given conditionally on the making of a settlement, it is settled, that a settlement, made after the marriage in pursuance of a previous proposal, will be a sufficient substantial performance of the condition, although strictly a settlement before the marriage was in the contemplation of the parties. (o) Where the consent of two or more trustees is required to a mar- riage, the consent must be given by all who accept the trust.(|i) Unless indeed the dissenting trustee be actuated by an unreasonable or improper motive in refusing his assent. (g') A contrary dictum is attributed to Lord Chief Baron Comyns, in the case of Harvy v. Aston,(r) as reported in Atkyns, where the Chief Baron is stated to have said, that the consent of the major part of the trustees would be sufficient ; but in Clarke v. Parker,(s) Qi) Le Jeune v. Budd, 6 Sim. 441; 117; Dashwood v. Lord Bulkeley, 10 Farmer v. Compton, 1 Kep. Ch. 1 ; Ves. 230. Lord Strange v. Smith, Ambl. 263; (m) D'Aguilar v. Drinkwater, 2 V. Merry v. Syves, 1 Ed. 1 ; Dashwood v. & B. 235, 6. Lord Bulkeley, 10 Ves. 242; D'Aguilar (n) Dashwood u. Lord Bulkeley, 10 V. Drinkwater, 2 V. & B. 234. Ves. 230. (t) iRop. Legs. 699; see 2 V. & B. (o) 5 Ves. 117,; 10 Ves. 244. 234. (p) Clarke v. Parker, 19 Ves. 1. {k) Clarke v. Parker, 19 Ves. 13; (g) Peyton u. Bury, 2 P. Wms. 626, Dashwood v. Lord Bulkeley, 10^ Ves. 8; Mesgrett v. Mesgrett, 2 Vera. 580; 242. Clarke v. Parker, 19 Ves. 12, 18. {I) O'Callaghan v. Cooper, 5 Ves. (r) 1 Atk. 375. (i) 19 Ves. 13, 24. OE DISCRKTIONARY POWERS. 733. Lord Eldon in dissenting from that doctrine said, that the Chief Baron expressed no such dictum; and that eminent judge observed, that there was no case in which it had been *held, that the p^cA-i-i consent of three trustees being required, the consent of two L -^ would do, the third not having been at all consulted.(i) And it is immaterial, that the testator, by requiring the consent of the trustees, or the survivors, or the representatives of the survivors, shows that he did not attach any importance to the consent of the particular parties who are named ; for if he have expressed that those persons whom he states shall give their consent, the court has no authority to strike out that condition, and deprive those who under an express devise over have an interest given to them.(M) However,' it is conceived, that one trustee may properly authorize his co-trustees to give the required consent on his behalf, and the condition will be satisfied by the consent of those, who are thus authorized, on behalf of their whole number. (a;) For such an au- thority would be construed into an express assent on the part of the trustee, by whom it was given, provided that his co-trustees should also assent. (y) And it has been decided, that in general the power of giving or withholding consent to a marriage, is vested in executors and trustees only in that character, and not personally ; and therefore the consent of those who have not acted, or who renounce the trust, will not be requisite. (2) If, however, it be evident, that the power is intrusted to the donee from confidence in his personal discretion, and not merely in his character of executor or trustee, his renunciation of the office will not remove the necessity of obtaining his consent.(a) Even where there is a condition precedent, requiring the consent of trustees to a marriage, if one or more of the trustees should die, the condition, so far as it regards the deceased parties, will be dis- pensed with by their death ; for the strict performance of the con- 'dition is rendered impossible by the act of God. (5) And it follows from the same principle, that on the death of all the persons whose consent is rendered necessary, the condition, though precedent, will be altogether gone, and the legatee will take absolutely. And if the condition be subsequent, and the consent of the execu- tors or trustees in the plural number only be required, and one of the (i) Clarke v. Parker, 19 Ves. 17. (z) Worthington v. Evans, 1 S. & St. (u) Per Lord Eldon, 19 Ves. 15. 165; see Clarke v. Parker, 19 Ves. 16. (a;) Daley v. Desbouverie, 2 Atk. (a) Graydon v. Graydon, 2 Alk. 16, 261; Clarke v. Parker, 19 Ves. 17; 19; as stated and explained, 1 Rop. D'Aguilar v. Drinkwater, 2 V. & B. 225. Legs. 695, 696. iy) 2 V. & B. 235, 6. (6) 1 Rop. Legs. 691. 734 OF DISCRETIONARY POWERS. two executors or trustees die, the condition is gone, inasmuch as it can no longer be literally performed, and the consent of the sur- viving executor or trustee will not be requisite.(c) A fortiori, there- fore, the condition will be extinguished by the death of all the parties, whose consent is required. (d^) It is perhaps unnecessary to add, that these last decisions cannot apply where the death of the original trustee is provided for, and the power of giving the required consent is extended by the trust instru- ment to the surviving trustees, and the representatives of the sur- vivor.(e) The exercise of a discretionary power of assenting, to a marriage is under the control of a court of equity. The court will not suffer P^..- that *power to be abused, but will examine into the conduct L J and motives of the persons intrusted with it, in order to ascer- tain whether a refusal to consent proceeds from a vicious, corrupt, or Unreasonable cause : and in that case it will relieve from the legal forfeiture incurred by a marriage without consent. (/) This equi- table jurisdiction has been characterized by Lord Eldon as a "dan- gerous power," and one which it is difficult and delicate to exercise.(^) However, there is no question as to the power and readiness of the court to exercise it in a proper case. Thus in Mesgrett v. Mesgrett,(A) the property was to go over to the daughter of one of the guardians upon a marriage without consent. He encouraged the proposal, and then affected to say he had not given his consent, for the purpose of obtaining the property for his daughter. The court considered that an abuse of the power, and relieved against the want of the formal consent. (A) And the court will also relieve, where the required consent is re- fused from motives of personal pique or resentment, or for some capricious and insufficient reason, more especially if the previous conduct of the trustee had encouraged or facilitated the engage- ment.(i) And Lord Hardwicke rested his decision in Daley v. Des- bouverie(^) upon the principle now under discussion, rather than on the sufficiency of the actual consent there given. (Z) Upon the same principle, where a trustee refuses to exercise his (c) Peyton v. Bury, 2 P. Wms. 626; (A) Mesgrett v. Mesgrelt, 2 Vern. see Jones v. Suffolk, 1 Bro. C. C. 528. 580 ; see 10 Ves. 243. (d) Graydon v. Hicks, 2 Atk. 16, 18 ; (t) Lord Strange v. Smith, Ambl. 264; Aislabie v. Rice, 3 Mad. 256; 8 Taun- see 10 Ves. 242, 243 ; Merry v. Ryves, ton, 459. 1 Ed. 1 ; see Peyton v. Bury, 2 P. Wms. (e) See Clarke «. Parker, 19 Ves. 15. 628. (/) 1 Rop. Legs. 697. {k) 2 Atk. 261. (g-) See Dashwood v. Bulkeley, 10 {I) See 19 Ves. 19. Ves. 245; Clarke v. Parker, 19 Ves. 12, 18. POAVERS AND DUTIES OF TRUSTEES, ETC. 735 power of giving his consent to a marriage, the court, contrary to the practice in other cases, ■will itself assume the exercise of that dis- cretion, and upon the trustee by his answer refusing to interfere, it will refer it to the Master to consider, whether the marriage be a proper one, and to receive proposals for a settlement. (m) *CHAPTER III. [*503] OF THE POWERS AND DUTIES OF TRUSTEES AS BETWEEN THEM AND THIRD PERSONS. It has been already stated,(a) that where the legal title is vested in trustees, all actions at law relating to the trust property must be brought by them, or in their names.' And at law, the power of re- leasing or compromising the claim, on which an action is founded, is commensurate with that of bringing and maintaining the action. (6) However, a trustee will not be suffered to exercise his legal powers to the prejudice of the cestui que trusts, and a release by the trustee without any consideration, would unquestionably be set aside in equity, although the party released had no notice of the trust. And the case for relief would of course be still stronger, if the party re- leased had actual notice of the trust. Thus where a bond had been taken by a person in the name of a trustee, and the bond was after- wards put in suit by the cestui que trust in the trustee's name, and judgment was entered up against the defendant for the amount, the defendant, with full knowledge of the trust, paid the money to the trustee, but he was decreed to repay it with costs to the representa- tives of the cestui que trust on a bill filed by them for that purpose.(e) And the cestui que trust in such a case will also have his remedy against the trustee personally. And in an early case, where a trustee had released a recognisance without any consideration, he was de- creed on the suit of the cestui que trust to repay the principal and interest. (<^)^ Upon the same principle, if an action were compromised by a trustee without any special authority, the cestui que trust would doubtless be entitled to annul the compromise, and to hold the party to his original obligation. Even at law, a fraudulent release of an (m) Goldsmid v. Goldsmid, 19 Ves. (c) Pritchard «. Langher, 2 Vern. 197. 368 ; S. C. Coop. 225. [Ante, 449.] (a) Ante, p. 274, 316. (rf) Jevon v. Bush, 1 Vern. 342. (6) Ante, ubi supra. ' See ante, page 274, and notes. ' See ante, page 274, note (1). 736 POWERS AND DUTIES OF TRUSTEES action by a trustee, will not be a good plea to the action, and the release will be ordered to be cancelled.(e) ,It has been laid down, that a tender to the cestui que trust of money due on a bond, is a good plea for the debtor at law to an action by the trustee on the bond ;(/) and this decision might probably still be supported, on the ground that the cestui que trust was the trustee's agent for the pur- pose of receiving the debt. However, it is now settled, that the debtor in an action by a trustee cannot set off a debt due from the cestui que trust.{g) It has been already stated, that where the trustee neglects to bring r*'i041 ^^ *action within the time fixed by the Statute of Limitation, the remedy as against the stranger will be barred ; and this though the cestui que trust is an infant. (A)^ And conversely from these decisions it must follow, that the Statute of Limitation will not run as long as the trustee, having the legal right of bringing an ac- tion, is under disability.(2) And so on the other hand, the acknow- ledgment of a debt by the trustees, or by one of several trustees, for the payment of debts, will take the debt out of the Statute of Limita- tion in favor of the creditor. (A;) In dealings between purchasers and trustees for sale, where the late Act 7 & 8 Vict. c. 76 applies, a bona fide purchaser may in general safely pay over the purchase-money to the trustees, upon their receipt only. And even before the passing of that act, a pur- chaser would have been equally safe in dealing with the trustees, if there was a provision in the trust instrument empowering the trus- tees to give sufficient discharges for the money paid to them.(Z) It was contended by counsel in argument in the case of Binks v. Lord Kokeby,(m) that a power for the trustees to give acquittances, was not equivalent to a provision that the purchaser should not be bound to see to the application of the purchase-money, and that an express negative declaration was requisite for that purpose. It was not neces- (e) Legh i;. Legh, 1 B. & P. 447; P. Wms. 309; and see Earl «. Countess Danerman v. Radenius, 7 T. B. 670, b; of Huntingdon, lb. 310, n.; sad vide Payne v. Rogers, Dougl. 407 ; Hickey v. Allen v. Sayer, 2 Vern. 368 ; see ante, Birt, 7 Taunt. 48; Anon. 1 Salk. 260; p. 264, &c. Manning v. Cox, 7 Moore, 617 ; Barker (i) Ante, ubi supra. V. Richardson, 1 Y. & J. 362. [See ante, (A) St. John v. Boughton, 9 Sim. 219. 274, note (1).] [Toft v. Stephenson, 9 Engl. L. & Eq. (/) Lynch v. Clemence, 1 Lutw. 577 ; 86.] 7 Bac. Abr. 186; [contra, Chahoon v. (Z) Binks i;. Lord Rokeby, 2 Mad. 227; Hollenbach, 16 S. & R. 425.] Drayson v. Pocock, 4 Sim. 283; Roper (g) Tucker v. Tucker, 4 B. & Ad. 745. v. Halifax, 2 Sugd. Pow. App. 3 ; Keon [Ante, 274, note (i/).] v. Magawly, 1 Br. & W. 401. (/i) Wych V. East India Company, 3 (m) 2 Mad. 238. ' See ante, 264, &c., and notes. AS BETWEEN THEM AND THIRD PERSONS. 737 sary to decide the point in that case ; but it is conceived, that a simple power for the trustees to give discharges is abundantly suffi- cient for all purposes, and the decision in Drayson v. Pocock(w) is an authority to that effect. And the nature and objects of the trust might also enable the trus- tees to discharge a purchaser for the money paid to them by him, although the trust instrument conferred on them no express power to give such discharges.^ For instance, where there was a general trust for sale, and the purposes to which the money was to be applied, were unlimited and undefined, — as where there was a trust for the payment of debts generally in the first place,(o) or a direction that the money should form part of the personal estate,(oo) or where the trusts were not capable of immediate satisfaction, as in the case of a trust for the payment of debts to he ascertained at a future period,{p) or a trust for reinvestment in the purchase of land,{q) or for the benefit of persons, who were infants or unborn at the time of the sale.(r)(l) So it has been already stated,(s) *that under ar^cQc-i trust for the payment of debts, a purchaser from the trustee was not in general bound to ascertain the existence of any debts, or the necessity of the sale :(t) and also that if there were a primary trust for the payment of debts, the purchaser would be equally ex- onerated from seeing to the application of the money, although there might be also a trust to pay legacies,(M) or annuities. (2;) (j») 4 Sim. 283. (r) Sowarsb}' v. Lacy, 4 Mad. 142 ; (0) Culpepper v. Aston, 2 Ch. Ca. 115; Lavender v. Stanton, 6 Mad. 46; Bree- Anon. Salk. 153; Dunch«.Kent, 1 Vern. don v. Breedon, 1 ft. & M. 413. 160; Jenkins v. Hiles, 6 Ves. 654, n.; (s) Ante, p. 397. Williamson v. Curtis, 3 Bro. C. C. 96; [t) Johnson v. Kennett, 3 M. & K. Barker v. Duke of Devonshire, 3 Mer. 631; 6 Sim. 384; Langley v. Earl of 310; BinksD. Lord Rokeby,2 Mad. 238 ; Oxford, Ambl. 797 ; Forbes v. Peacock, Shaw i). Borrer, 1 Keen, 559 ; Forbes 1;. 11 Sim. 152, 160; Eland v. Eland, 4 Peacock, 11 Sim. 152, 160; Jones v. M. & Cr. 428; 1 Beav. 235; Page v. Price, lb. 557; Rogers v. Skillicome, Adam, 4 Beav. 269, 2S3; Shaw v. Ambl. 188 ; Ball v. Harris, 8 Sim. 485; Borrer, 1 Keen, 559. 4 M. & Cr. 264; Eland v. Eland, 1 Beav. («) Rogers v. Skillicome, Ambl. 188 ; 235; 4 M. & Cr. 420; Page v. Adam, Jebb v. Abbott, and Benyon v. Collins, 4 Beav. 269; Glyn v. Locke, 3 Dr. & Co. Litt. 290, b ; Butl. note (1), Sect. 12. W. 11. (a:) Johnson v. Kennett, 3 M. & K. (00) Smith t). Guyon, 1 Bro. C. C. 186. 627; Eland v. Eland, 1 Beav. 241; 4 (p) Balfour v. Welland, 16 Ves. 151, M. & Cr. 420; Page v. Adam, 4 Beav. 156. 269, 284. (9) Doran v. Wiltshire, 3 Sw. 699. (1) There is a material distinction between a trust to sell for the benefit of in- fants, and a charge of a certain sum for an infant. In the latter case a purchaser can only take the estate subject to the charge. Dickenson v. Dickenson, 3 Bro. C. C. 19. ' On the liability of a purchaser to see to the application of the purchase-money, see notes, ante, 342, 363. 47 738 OF THE POWERS AND DUTIES OF TRUSTEES But (previously to the act 7 & 8 Vict. c. 76), if the trusts were of a defined and limited character, and the trust instrument contained no express declaration, that the receipts of the trustees should be sufficient discharges, a purchaser from the trustees with notice of the trust, would have been bound to ascertain that the purchase-money was duly applied according to the trusts ; and if he paid over the money to the trustees, and they misapplied it, the parties interested under the trust would have been entitled to come upon the estate in the hands of the purchaser, and compel the performance of the trust. (?/) Thus we have seen that this equity has been enforced against a purchaser, where the trust was for the payment of certain legacies,(2) or of debts which were scheduled or specified,(a) or where a decree had been made for the payment of debts. (6) Although according to the latter practice, a purchaser would have been exone- rated in these cases by paying the money into court, for that would be considered a payment to the trustees, and for the security of all parties, as the court would see to the due application of the fund.(e) And so where a trust for sale was created by act of parliament, and the money was directed to be applied to certain purposes, such as building and stocking a printing-house, and purchasing land to be settled to the uses of a settlement, it was determined to be incumbent on a purchaser to see the money laid out and employed according to the a.ct.{d) Hence, according to the law, as it stood prior to the late alteration, it was essential to the security of a purchaser from trustees to obtain releases from the several legatees or creditors ;(e) for such evidence of the discharge of the estate was requisite to perfect the title in case of a resale. And where the amount of any charge was at all considerable, or they were few in number, it was usual and conve- nient to make the persons, entitled to the charges, parties to the conveyance. (/) Where, however, the trust was to invest the purchase-money in the funds, &c., upon trusts, the purchaser in practice was considered to have sufficiently ascertained the application of the money, if he saw it invested by the trustees according to the trust, and procured them to execute *a declaration of the trust. It was the L ^ ^ opinion of Mr. Booth, and also of Mr. Wilbraham, that the {y) 2 Sugd. V. & P. 30, et seq. 9th Lord Rokeby, 2 Mad. 238 ; ante, p. [342, edit.; ante p. 476 [Power of Sale.] note ; Duffy v. Calvert, 6 Gill, 487.] (z) Horn v. Horn, 2 S. & St. 448; (t) Lloyd v. Baldwin, 1 Ves. 173; Johnson v. Kennet, 3 M. & K. 630; ante, Walker v. Smallwood, Ambl. 676 ; ante, p. [363, note; Duffy v. Calvert, 6 Gill, p. 342. 487.] (c) Binks v. Lord Rokeby, 2 Mad. (a) Dunch v. Kent, 1 Vern. 260 ; Spal- 239 ; 2 Sugd. V. & P. 34, 9th edit, ding V. Shalraer, Id. 301; Abbott i). (d) Cotterell «. Hampson, 2 Vern. 5. Gibbs, 1 Eq. Ca. Abr. 358; Binks v. (e) 2 Sugd.V. &P. 49, 9tli edit. (/) 2 Sugd. V. & P. 49, 50, 9th edit. AS BETWEEN THEM AND THIRD PEESONS. 739 liability of the purchaser did not extend further in such cases ; and this view of the law has also been corroborated by Sir E. Sugden, in his work on Vendors and Purchasers.(5') In this state of the law, wherever the trust instrument contained no power for the trustees to give sufficient discharges, a purchaser could very rarely he advised to pay over to them the purchase-money without the concurrence of the parties beneficially interested ; unless indeed there were a general trust for the payment of debts overriding the other trusts. (^) The principles upon which this prima facie lia- bility of purchasers has been held not to apply in any other case, besides that of a trust for the payment of debts, are so indefinite and so difficult of practical application, that a purchaser would have run great risk in acting upon them on his own responsibility. It may be observed, that the question, whether a trustee could give discharges for the purchase-money, was one of title and not of conveyance, (i) The law on this subject has been materially simplified, and the facilities of dealing with trustees in the purchase of property in- creased, by the recent act of 7 & 8 Vict. c. 76. The 10th sect, of that statute enacts, " That the bona fide payment to, and the receipt of, any person to whom any money shall be payable upon any ex- press or implied trust, or for any limited purpose, shall effectually discharge the person paying the same from seeing to the application, or being answerable for the misapplication thereof, unless the con- trary shall be expressly declared by the instrument creating the trust." Therefore, for the future, in all cases coming within the act, bona fide purchasers, or other persons paying money to trustees, will be bound only to ascertain that the money is payable to the party or parties whose receipt they take. And upon this point there can^ seldom be much doubt, as wherever the power of ulterior disposition, or application is vested in the trustees — as for the purpose of rein-- vestment or distribution, &c. — the trustees are unquestionably the- proper persons to receive payment. However, the act further requires, that the payment shall be^ bona> fide. Therefore, any collusive or fraudulent transaction between, the trustees and persons dealing with them, either to the detriment; of the cestui que trusts, or to the undue advantage of the parties theni- selves, is not within the benefit of the act ; and in such cases, accord- ing to the old law, the estate will remain affected with the trust in the hands of the purchaser, notwithstanding the fullest powers for the trustees to give discharges, or a general charge of debts over- ig) 2 Sugd. V. & P. 37, 9th edit.; 2 Qi) Forbes v. Peacock, 11 Sim. 152, Cas. &0p. 114. 160. (i) Forbes v. Peacock, 12 Sim. 528. 740 OF THE POWERS AND DUTIES OF TRUSTEES riding the other trusts.(i) Thus, if a purchaser from a trustee in trust to sell and pay debts, and legacies, and annuities, have express notice before paying the money, that all the debts have been paid, he would be liable to the legatees or annuitants, in case the money is not duly applied by the trustees. (?)' r*'i071 *-^^^ the conveyance itself may furnish intrinsic evidence of the intended misapplication, so as to fix the purchaser with notice of the breach of trust — as where the consideration is a per- sonal debt, due from the trustee,(wi) — or where it appears from the deed that the money is to be applied for the benefit of the trustee, and not upon the purposes of the trust.(w) But it must be shown by positive evidence, that the purchaser was aware of the breach of trust committed, or intended, by the trus- tees ;(o) and it will not be inferred, from the form or mode of the conveyance, that he knew that the sale was not required for the pur- poses of the trust. (j>) Therefore, where there is a general trust for the payment of debts, a purchaser may, in general, safely take a conveyance from the trustees, although the debts, in fact, have been all paid previously to the sale, provided that he has no notice, either actual or constructive, that the payment has been, in fact, made. And the mere delay, on the part of the trustees in effecting the sale, will not, of itself, necessarily afiect a purchaser with construc- tive notice, that the debts have been paid, or render it incumbent on him to inquire as to the existence of any debts. (5) And it has even (/c) Watkins v. Cheek, 2 S. & St. 199 ; Eland v. Eland, 4 M. & Cr. 427; see Eland v. Eland, 4 M. & Cr. 427 ; see Thompson v. Blackstone, 6 Bear. 470. Thompson v. Blackstone, 6 Beav. 470. (re) Walkins v. Cheek, 2 S. & St. (l) See Johnson v. Kennett, 3 M. & 205, 6. K. 631; Ewer v. Corbet, 2 P. Wms. (0) Eland c. Eland, 4 M. & Cr.427,8. 149; Forbes v. Peacock, 12 Sim. 528, (p) Johnson v. Kennett, 3 M. & K. 547; but see Page v. Adam, 4 Beav. 624. 269. (5) Johnson v. Kennett, 3 M. & K. (m) Watkins v. Cheek, 2 S. & St. 205 ; 631 ; Eland 0. Eland, 4 M. & Cr. 429 ; Paige V. Adam, 4 Beav. 283. ' The case of Forbes v. Peacock, 12 Sim. 528, in which this position was laid down, was reversed on appeal by Lord Lyndhur.st (1 Phillips, 717), and the rule established in accordance with Page v. Adam, 4 Beav. 269, that where there is a trust to sell for the payment of debts and legacies, and the purchaser has notice that the debts have been paid, he will nevertheless not be liable: Mather V. Morton, 8 Engl. L. & Eq. 255, accord. From the Reporter's note (1 Phillips, 722), it appears that Lord Lyndhurst did not intend this rule to apply to the case where there were no debts at the testators death, and the purchaser knew it. But in Stroughill v. Anstey, 12 Engl. L. & Eq. 369, Lord St. Leonards disapproved of the distinction, and held that in both cases the purchaser would be discharged; and with this Mather v. Morton, ut supra, seems to agree. But see Gosling v. Carter, 1 Coll. C. 648 ; and the remarks in 17 Jurist, pt. ii. 251 ; and Marshall, C. J., in Garnett v. Macon, 2 Brookenb. 238 ; 6 Call, 388. Vide ante, notes to 342 and 363. AS BETWEKN THEM AND THIRD PERSONS. 741 been decided, that the purchaser's knowledge of the debts having been paid, is immaterial. (r) However, in a recent case before the Vice-Chancellor of England, an estate was devised to a trustee in trust for the payment of debts, and subject to that charge for the benefit of certain individuals ; the devisee in trust put up the estate for sale twenty-five years after the testators death; and, upon being asked by the purchaser, whether there were any debts unpaid, he declined answering the question. It was held by the Vice-Chancellor, that, after the lapse of time, and under the circumstances, the debts must be presumed to have been paid, and that the purchaser was bound to see to the application of the money upon the ulterior trusts : the refusal by the trustee to an- swer the question being tantamount to notice to the purchaser that the debts were not paid. And his honor emphatically refused to be bound by Lord Langdale's decision, in Page v. Adam, in which his Lordship had held, that a purchaser from a trustee, with knowledge that all the debts were paid, was not bound to see to the application of the money.(8)^ However, it seems, from his honor's observations in the course of his judgment, that if the purchasers had made no inquiry as to the existence of debts, he might have safely taken a conveyance from the trustees alone, and that the circumstances and lapse of time did not render it incumbent on him to make the in- quiry. In Pierce v. Scott,(i) an estate was devised to trustees in trust to sell for the payment of debts on the insuflSciency of the personal and another real estate. Fifteen years after the testator's death the trus- tees contracted for the sale of this estate, and filed a bill to compel the performance of *that contract, alleging the existence of rHtKfvsi debts. It was held, however, that the length of time was a reason for suspecting the existence of debts, and that what was ground for suspicion might be deemed, notice to a purchaser ; and the relief was consequently refused. (i) It seems extremely difficult to reconcile the principle of this decision with the other authorities on the same subject ; and on the whole, the authorities on the point in question are so conflicting, that a purchaser could rarely be advised to accept a title from a trustee for the payment of debts, where there had been an interval of several years since the creation of the trust. It has been already stated, that a general power for the trustees to lay out and invest the trust moneys, is an authority for them to do all acts essential to that trust. Therefore, where it becomes ne- (r) Page v. Adam, 4 Beav. 283. {t) Pierce v. Scott, 1 Y. & Coll. 257. (s) Forbes?;. Peacock, 13 Law. Journ. N. S., Chanc. 46: 12 Sim. 528. ' But see note to the preceding page. 742 OF THE POWERS AND DUTIES OF TRUSTEES cessary to call in any of the securities, the trustees, without any ex- press authority, are able to give sufficient discharges to the borrowers of the money without the concurrence of the persons beneficially in- terested. (m) Where the legal interest with the general power of management is vested in the trustees, it is clear, that the tenants and persons in- debted to the trust estate, may safely pay, and, indeed, are bound to pay, the rents and debts to the trustees, who will be fully competent to give discharges for such payments. It has been already observed, that trustees cannot be required to enter into any covenants for title in a conveyance of the trust estate beyond the usual covenant that they have not incumbered. (a;)^ But, if they should enter into any such personal covenants, they will be liable in an action at law by the covenantees in case of a breach. (^) And trustees, whilst in the legal possession of any real, or leasehold estate, will, of course, be liable to strangers in respect of any cove- nants which run with the land. Therefore, if the covenants are such as create any serious personal liability (which is very frequently the case with regard to leasehold property), they will be entitled to an indemnity from the cestui que trusts in respect of those covenants ;(2) as .will also be the case where a trustee enters into personal covenants with the lessor on taking or renewing a lease.(a) But it seems, that the court will be anxious to relieve trustees from the efi"ect of any personal covenants which they may have entered into with third par- ties. And where trustees of a charity estate had granted an im- proper lease, which contained personal covenants with the lessee for quiet enjoyment, the court set aside the lease in toto, and would not suffer those covenants to remain in force against the trustees.(5) And in a late case, where trustees had joined their cestui que trust in a contract of sale, and personally agreed to exonerate the estate from incumbrances ; and it turned out, that the incumbrances were very heavy, the court refused to enforce a specific performance of the agreement against the trustees, so as to compel them to exone- rate the estate, but left the purchaser to his action at law for da- mages, (c) (u) Wood V. Harman, 5 Mad. 368; (z) Simons v. Bolland, 3 Mer. 547; ante, p. 483 [Power of changing Secu- Cochrane v. Robinson, 11 Sim. 378; lities.] ' ante, p. 438. (a;) 4 Cruis. Dig., Tit. 32, Ch. 26, s. (a) Marsh v. Wells, 2 S. & St. 90 ; 87 ; ante, Pt. II., Ch. IV., Sect. 1. ante, 432 [Trustees of Leaseholds.] , {y) See Att.-Gen. v. Morgan, 2 fiuss. (6) A«.-Gen. v. Morgan, 2 Russ. 306. 306; and Wedgwood v. Adams, 6 (c) Wedgwood v. Adams, 6 Beav. Beav. 600. 600. ' See ante, 281, note. AS BETWEEN THEM AND THIRD PERSONS. 743 *We have already seen, that a contract of sale will not be p^rnQ-i specifically enforced by the court of equity where it is a L J breach of trust, and in such cases it is immaterial that the conduct of the purchaser is perfectly fair and proper.((;?) There has been already occasion to state, that a purchaser from a trustee (though for valuable consideration) will be bound by the trust in the same manner and to the same extent as the trustee, from whom he purchased, if the purchase be made with notice of the trust :(e) and the title of the purchaser will not be strengthened by levying a fine.{/) And we have also seen, that this rule applies equally, whether the trust is expressly created(^) or arises only by construction of law.(^)' However,, the 25th section of the late Statute of Limitation (3 & 4 Will. IV. c. 27) provides, that where any land or rent is vested in a trustee upon any express trust, time shall run in favor of a pur- chaser from the trustee for valuable consideration from the time of the conveyance. And the same principle would doubtless be applied a fortiori to constructive trusts. In future therefore bona fide pur- chasers of real estate from a trustee for valuable consideration can- not be called in question by the cestui que trusts, after twenty years have elapsed from the time of the conveyance, whether the purchase was made with or without notice of the trust ;(«') unless the cestui que trusts were under disability at that time, in which case they or their representatives will be allowed ten years from the termination of their disability or from their death •,[k) although in no case could such a conveyance be questioned after a lapse of forty years. (Z) However, this protection is not extended to cases of fraud ; for the 26th section of the same statute provides, that time shall run only from the discovery of the fraud by the party beneficially interested, or from the period when with reasonable diligence it might have been discovered. Moreover, time operates as a bar to the claim of the cestui que trusts only as against the purchaser and those claiming (d) Mortlock i;. Buller, lOVes. 311; (/) Bovey v. Smith, 1 Vern. 145; vide supra [Powers of Sale]. Ante, Kennedy i;. Daly, 1 Sch. & Lef. 379. 477, and see 281. (g) Sanders v. Dehew, 2 Vern. 271 ; (e) Ante, p. 164; Winged v. Lefe- Pye v. George, 1 P. Wms. 128; Man- bury, 1 Eq. Abr. 32; Mead v. Orrery, sell v. Mansell, 2 P. Wms. 681. 3 Atk. 238; Earl Brook v. Bulkeley, 2 (A) Brook v. Bulkeley, 2 Yes. 498; Ves. 498; Taylor v. Stibbert, 2 Ves. Molony v. Kernan, 2 Dr. & W. 31; jun. 437; Crofton v. Ormsby, 2 Sch. & Butcher v. Stapely, 1 Vern. 363. Lef. 583 ; Adair v. Shaw, 1 Sch. & Lef. (i) See section 2. ' 262. (A) Sect. 16. (/) Sect. 17. ' Ante, 164, &c., and notes. 744 OF THE POWERS AND DUTIES OP TRUSTEES under him ; and the remedies for the cestui que trusts against the trustee still remain untouched by the statute. (»j) The provisions of the act are confined to interests in land or real estate, therefore a purchaser from a trustee with notice of chattels personal may still be called to account by the cestui que trusts not- withstanding his length of enjoyment ; subject to the rule of equity against affording relief upon stale demands. (w) But where a trustee, being in possession of the trust estate, makes a bona fide conveyance of it for valuable consideration to a purchaser, who has no notice of the trust, the title of the purchaser will be good both at law and in equity, for he has equal equity with the cestui que r*c:im '''^*^' ^^^ *^® *legal conveyance of course gives him the pri- '- -■ ority at law.(o) And hence it is an important subject for consideration, in dealings between trustees and third persons, to as- certain what will be sufficient notice of a trust to a purchaser. This notice may be either actual or constructive, and there is no difference between actual and constructive notice in its conse- quences. (jp) Of actual notice little can be said. It requires no definition ; and it need only be remarked, that to constitute a binding notice, it must be given by a person interested in the property, and in the course of the treaty for the purchase. Vague reports from persons having no interest, will not affect the purchaser's conscience ; nor will he be bound by notice in a previous transaction, which he may have for- gotten. (5')^ Thus in Wildgoose v. 'Weyland,(r) a man came to the purchaser of a house, and told him to take heed how he bought it, for the vendor had nothing in it but in trust for A. However, the (m) See Section 25. (5) 2 Sngd. V. & P. 27fi. 9lh edit. (n) Ante, Pt. I. Div. II. Ch. II. Sect. (r) Ibid. Goulds, 147, PI. 67, [but 1 ; [p. 168, and notes.] see the remarks on this case in Lewis (0) Millard's case, 2 Freem. 43; v. Bradford, 10 Watts, 79; and Cur- Finch V. Earl of Winchelsea, 1 P. ren v. Hart, Hardin, 37,] and Cornwal- Wras. 278, 9; 1 Cruis. Dig., Tit. 12, Ch. lis's case, Toth. 254; and see Jones ti. 4, s. 12. Smith, 1 Hare, 43, 53 ; [ 1 Phill. 244.] (p) Sheldon v. Cox, Ambl. 626; 2 Sugd. V. & P. 276, 9th edit. •See notes to Le Neve iJ. Le Neve, 2Lead.Cas. Eq. p. i. 145, 1st Am. Ed.; Kerns V. Swope, 2 Watts, 78 ; Jaques v. Weeks, 7 Id. 267 ; Epley v. Witheron, Id. 176; Bradford v. Weeks^lO Id. 79 ; Miller v. Cresson, 5 W. & S. 284 ; Flagg v. Mann, 2 Sumn. 491 ; Lewis v. Madisons, 1 Munford, 303 ; King v. Travis, 4 Heyw. 280; Meals V. Brandon, 16 Penn. St. R. 22.'5; Boggs v. Varner, 6 W. & S. 471 ; Butler V. Stevens, 26 Maine, 484. But when the information is sufficiently clear to put the purchaser on inquiry, it has been held immaterial whether it comes from the party interested or a stranger. Curtis v. Mundy, 3 Mete. 406 ; Jackson v. Cadwell, 1 Cowen, 622; Pearson v. Daniel, 2 Dev. & Batt. Eq. 360; Curren v. Hart, Hardin, 37. AS BETWEEN THEM AND THIRD PERSONS. 745 purchaser was held not to have notice, although this information proved correct, because such flying reports were many times fables and not truth, and if it should be admitted for sufiScient notice, then the inheritance of every man might easily be slandered. So in a more modern case,(s) it was held not to be sufiicient notice, to assert that some other person claims a title. (s) And notice of a mere general claim, as by telling the intended purchaser, that " he would purchase at his peril," will not affect him with notice of an instru- ment, of which he has no other knowledge. (i) However, according to the advice of Sir B. Sugden, no person could be advised to accept a title, concerning which there were any such reports or assertions, without having them elucidated ; because what one judge might think a flying vague report, or a mere assertion, another might deem a good notice. (m) The notice will also be insufiicient, unless it is given to the pur- chaser in the same transaction ; for a purchaser is not bound to carry in his recollection a notice, which he may have received on a former occasion :{z) and we shall presently see, that the same rule applies with even greater force to persons acting as agents. (y) Verbal declarations will constitute sufficient actual notice of a trust, if such a notice be properly proved. (2) Constructive notice in its nature is no more than evidence of notice, the presumptions of which are so violent, that the court will not allow even of its being controverted, (a) But this definition often leaves it very difficult to say, what will or will not amount to constructive notice,(S) and the decisions on this point are not uni- versally satisfactory or even consistent. *A public act of parliament binds all mankind ; therefore, ^ a trust created or noticed by such an act will be binding on L J a purchaser for valuable consideration from the trustees in the ab- (s) JoUand v. Stainbridge, 3 Ves. (^y) Post. ^''S; 486. (2) See Weymouth v. Beyer, 1 Ves. (0 3 Ves. 486. jun.425. [Mense d. McLean, 13 Mis- («) 2Sngd. V. & P. 277, 9th edit.; souri, 298; Nelsons. Sims, 1 Cushm. see the remarks of Hale, C. B., in Fry (Miss.) 383 ; Ingram v. Phillips, 3 V. Porter, 1 Mod.. 300; and see Butcher Strobh. R. 369.] ■tr. Stapely, 1 Vern. 363. (a) 2 Sugd. V. & P. 278, 9th edit. (a:) East Grinstead's case, Bridgm. [See Rogers v. Jones, 8 N. H. 264; Duke Char. Use, 638; Hamilton v. Farns worth v. Childs, 4 Mass. 640; Royse, 2 Sch. & Lef. 315, 327 ; 2 Sugd. Griffith v. Griffith, 1 Hoff. Ch. 156.] V. & P. 276,. 7, 9th edit. [See Farns- (6) See Jones v. Smith, 1 Hare, 43, worth t). Childs, 4 Mass. 640; but see 55 [affi'd, 1 Phill. 244]'; where the Bellas V. Lloyd, 2 Watts, 401 ; and re- law and all the authorities on the ques- marks in 2 Lead. Cas. Eq. pt. i.page, tion of constructive notice are elabo- 154, 1 Am. Ed.] rately considered by V. C. Wigram. 746 OF THE POWERS AND DUTIES OV TRUSTEES sence of any positive notice.(c) But a private act of parliament does not, of itself, amount to notice i^d) and it is immaterial that the act contains a direction that it shall be judicially taken notice of as a public act.(e) So a Us pendens respecting a trust, will, of itself, be notice to a purchaser.(/)' And when a bill is filed, the lis pendens begins from the service of the subpoena, although a subpoena served will not amount to a sufficient Us pendens uniieas a bill be filed. (^) The ques- tion in the suit must relate to the estate itself, and not solely to money secured on it,[Iif although a bill to perpetuate testimony, and (c) 2 Sugd. V. & P. 280, 9th edit.; Bishop of Winchester v. Paine, 11 Ves. Earl of Pomfret z). Lord Windsor, 2 194; Landon i;. Morris, 5 Sim. 247. Ves. 480. (g-) Anon. 1 Vern. 318. [See Lyttle (d) 2 Ves. 480. v. Pope, 11 B. Monr. 318; Drew v. (e) 2 Sugd. V. & P. 280 ; see 3 Bos. Earl of Norbury, 3 J. & Lat. 282. Pub- & P. 578. lication as to a non-resident defendant, • (/) Style V. Martin, 1 Ch. Ca. 150; is equivalent to service of subpoena. Sorrell v. Carpenter, 2 P. Wms. 482 ; Chaudron v. Magee, 8 Alab. 570.] Worsley v. Earl of Scarborough, 3 Atk. (A) Worsley v. Earl of Scarborough, 392; Gore v. Stackpole, 1 Dow. 30; 3 Atk. 392. ' Murray v. Ballou, IJ. C. R. 566 ; Murray v. Finster, 2 Id. 1 55 ; Heatley v. Fin- ster. Id. 158 ; Murray v. Lylburn, Id. 441 ; Jackson v. Ketcham, 8 Johns. R. 479 ; Zeiter v. Bowman, 6 Barb. S. C. 133; Owings v. Myers, 3 Bibb. 279; Boiling v. Carter, 9 Alab. 921; Green v. White, 7 Blackf. 242 ; Harris v. Carter, 3 Stewart, 233; Tongue v. Morton, 6 H. & J. 21; Price v. White, Bail. Eq. 244; Blake u. Heyward, Id. 208; Walker v. Butz, 1 Yeates, 574; Griffith v. Griffith, 1 Hoffm, Ch. 153. Such purchase, indeed, though 6or!oi_^e, isvoidatlaw, as champertous. Jack.son v. Andrews, 7 Wend. 152; Jackson v. Ketcham, 8 John. R. 479; but see Camp V. Forrest, 13 Alab. 114. In Newman v. Chapman, 2 Rand. 93, however, the policy of the recording acts was considered to have changed the rule on the sub- ject in this country; and in City Council u. Page, Spear's Eq. 159, it was held that lis pendens would not supply the defect of registry. The general doctrine applies equally to choses in action, such as mortgages : Murray v. Lylburn, 2 J. C. R. 441 ; see Scudder v. Van Amburgh, 4 Edw. Ch. 29. The bill must, however, refer with sufficient certainty to the lands in question, at least, to put the purchaser on inquiry: Price v. White, Bail. Eq. 244 ; Lewis v. Mew, 1 Strobh. Eq. 180; Green V. Slayter,4 J. C. R.38; Lodge v. Simontown. 2 Pa. Rep. 449; see Holt r. Dewalt, 4 Hare, 446. But lis pendens will not affect a prior legal or equitable right. Stuyvesant v. Shore, 1 Sandf. Ch. 419, 2 Barb. Ch. 151; Parks v. Jackson, 11 Wend. 452; Trimble v. Boothby, 14 Ohio, 109; Gibler v. Trimble, Id. 323. ^ The order for the appointment of a receiver on the petition of a judgment creditor, is not lis pendens, so as to affect a purchaser with notice of the judgment. Tenison v. Sweeny, 1 J. & Lat. 710. But in Scudder v. Van Amburgh, 4 Edw. Ch. 29, it was thought that a purchaser pending a creditor's bill had constructive notice. So of an administration suit: Drew v. Earl of Norbury, 3 J. & Lat. 282. So of a suit to avoid a conveyance as fraudulent : Copenheaver v. HufFaker, 6 B. Monr. 18. But a suit for divorce and for alimony out of the husband's land is not lis pendens, as against a bond fide purchaser of the land : Brightraan v. Bright- man, 1 Rhode Island, 120. AS BETWEEN THEM AND THIKD PERSONS. 747 to establish a will, is a suflScient lis pendens.{i) There must also be a continuance of the litis contestatio ; and although it is not essential to continue a constant and vigorous prosecution of the suit (according to the rule laid down by Lord Bacon,(A)) yet something must be done to keep the lis alive and in activity, otherwise the purchaser will not be affected with notice of its existence.(Z) Lord Redesdale appears to have considered, that a purchase, made after the dismissal of a bill, was a purchase pendente lite, if an appeal were afterwards brought, since it was still a question whether the bill were rightly dismissed, (m) However, it was not necessary to decide whether a purchaser, under such circumstances, would be fixed with construc- tive notice of the adverse title.(w) (1) . Decrees of courts of equity, where there is no longer any lis pen- dens, are not, of themselves, notice to a purchaser.(o) But it is otherwise, where the decree does not put an end to the suit, as a de- cree for account ; for, in that case, there is still a litis pendentia.{oo) And the purchaser will of course be bound by any decree, of which he has actual notice : and his presence in court, when the decree is pronounced, will constitute sufficient actual notice for this purpose, (p) The registration of a deed will not, of itself, fix a purchaser with constructive notice of its trusts.(5')* But it will be otherwise, if the (i) Garth v. Ward, 2 Atk. 174. (o) Worsley v. Earl of Scarborough, Ik) See Bishop of Winchester v. 3 Atk. 392; 2 Sugd. V. & P. 283, 9th Paine, 1 1 Ves. 200. edit. {I) Kinsman v. Kinsman, 1 R. & M. (_oo) Worsley v. Earl of Scarborough, 617, 622; see Preston ■«. Tubbin, 1 3 Atk. 392 ; Kinsman v. Kinsman, 1 R. Vern. 286 ; Bishop of Winchester v. & M. 622. [Turner v. Crebill, 1 Ohio, Paine, 1 1 Ves. 194 ; Landon v. Morris, 5 370 ; Blake v. Heyward, Bail. Eq. 208 ; Sim. 260. [See Clarksont). Morgan, 6 B. Price v. White, Id. 234; see Winborn Monr. 441 ; Shiveley v. Jones, Id. 274; v. Gorrell, 3 Ired. Eq. 1 17.] Watson V. Wilson, 2 Dana, 406; Gibler (p) Harvey ■«. Montague, 1 Vern. 124. V. Trimble, 14 Ohio, 323; Trimble v. (9) Morecock «). Dickens, Ambl. 678; Boolhby, Id. 116; Price u. McDonald, Cater u. Cooley, 1 Cox. 82; Williams 1 Maryl. R. 483.] v. Sorrel, 4 Ves. 389 ; Bushell?). Bushel], (m) Gore v. Stackpole, 1 Dow. 31; 1 Sch. & Lef. 90; Underwood v. Ld. [Debell v. Foxworthy, 9 B. Monr. 228 ; Courtown, 2 Sch. & Lef. 64 ; Wiseman Watson V. Wilson, 2 Dana, 406.] v. Westland, 1 Y. & J. 117; Hodgson v. (n)See 2 Sugd. V. & P. 282, 9th edit. Dean, 2 S. & St. 221. (1) By 2 & 3 Vict. c. 11, s. 7, no lis pendens shall bind a purchaser or mort- gagee without express notice thereof, unless a memorandum or minute is duly registered as directed by the act. ' The rule is otherwise under the Recording Acts, in force generally in the United States, and it is held that the registry of a deed or mortgage, is notice of its con- tents, and of equities created thereby, or arising therefrom, to all persons claiming under the grantor, any title held by him at the time of the conveyance : 4 Kent's Comm. 174 ; American notes to Le Neve v. Le Neve, 2 Lead. Cas. Eq. p. i. 160 ; and cases cited, among which are Cushing v. Ayer, 25 Maine, 383 ; McMechan 748 OF THE POWERS AND DUTIES OP TRUSTEES purchaser search the register, for, in that case, he will be deemed to r*cin-i ^^^^6 ^^^ notice *of the deed ;(?•) unless indeed the search be '- -■ expressly confined to a limited period, in which case it has been (r) Bushell v. Bushell, 1 Sch. & Lef. 103. V. GrifRng, 3 Pick. 11 ; Peters v. Goodrich, 3 Conn. 146 ; Parkist v. Alexander, 1 J. C. E. 394 ; Wardell u. Wadsworth, 20 Johns. R. 663; Plume v. Bone, 1 Green's R. 63 ; Evans v. Jones, 1 Yeates, 174 ; Irvin v. Smith, 17 Ohio, 226 ; Martin v. Sale, Bail. Eq. 1; Shultz ij. Moore, 1 McLean, 520: Hughes v. Edwards, 9 Wheat. 489 ; see Mundy v. Vawtier, 3 Gratt. 518, where the record of a deed of all the grantor's property, real and personal, was held not notice. This does not, how- ever, apply where the recording of the instrument is not legally requisite, or it is defectively executed or acknowledged : cases in notes to Le Neve v. Le Neve, lit supra ; Moore v. Auditor, 3 Henn. & Munf. 445 ; Sumner v. Rhodes, 14 Conn. 135; Walker v. Gilbert, 1 Freem. Ch. 85 ; Harper v. Reeves, Id. 323 ; Isham v. Ben- nington Iron Co., 19 Vern. 230; Graham v. Samuel, 1 Dana. 166; Pitcher i). Bar- row, 17 Pick. 371 ; Thomas v. Grand Gulf Bank, 9 Sm. & M. 201; Green v. Drinker, 7 W. & S. 440; Shultz v. Moore, 1 McLean, 520; Brown v. Budd, 2 Carter (Ind.), 442; Choteau v. Jones, 11 Illinois, 300; nor where it is recorded in a different county from that in which the lands lie : Astor v. Wells, 4 Wheat. 466 ; Kerns v. Swope, 2 Watts, 15 ; or, d fortiori, in another State. Hundley v. Mount, 8 S. & M. 387 ; Lewis u. Baird, 3 McLean, 56 ; Crosby v. Huston, 1 Texas, 203. The record also is not notice to those not claiming title under the same grantor, ante, p. 172, note 2; 2 Lead. Cas. Eq. pt. i. 162. An unrecorded deed is, in general, good between the parties : 4 Kent, 456, cases cited. And where a subsequent purchaser has knowledge of the existence of such a deed, it is equivalent as to him, to registry, and is treated as such both at law and in equity: Jackson v. Leek, 19 Wend. 339 ; Jackson v. Sharp, 9 John. R. 163 ; Porter v. Cole, 4 Greenl. 20; Farnsworlh v. Childs, 4 Mass. 637 ; Martin v. Sale, Bail. Eq. 1; Coney v. Caxton, 4 Binney, 140; Solms v. McCuUough, 5 Barr, 473; Pike v. Armistead, 1 Dev. Eq. 110; Van Meter v. McFadden, 8 B. Monr. 442 ; Ohio Ins. Co. v. Ledyard, 8 Alab. 866; McRaven v. McGuire, 9 Sm. & M. 34; McConnel v. Reed, 4 Scamm. 117; Notes to Le Neve v. Le Neve, ut supra. But see, in Ohio, as to mortgages: Mayham v. Coombs, 14 Ohio, 428. But the authorities are at variance with regard to the character of the notice, which will postpone a recorded to a prior unrecorded deed. The cases in England, since Hine v. Dodd, 2 Atkyns, 275, place the relief given against the subsequent purchaser, which is there only in equity, on the ground of fraud (see Le Neve v. Le Neve, ut supra; Fleming v. Burgin, 2 Ired. Eq. 584; Ohio Ins. Co. u. Ross, 2 Mary. Ch. Dec. 35), on vvhich alone, it is sup- posed, the act of parliament could be broken in upon ; and, therefore, require clear proof of actual notice, which is considered equivalent to fraud. In some of the States, this doctrine has been adopted, and constructive notice is held to be insufficient: Norcoss'w. Widgery, 2 Mass. 509; Bush«. Golden, 17 Conn. 594; Harris ■!;. Arnold, 1 Rhode Island, 125; Frothingham v. Stacker, 11 Missouri, 77; Martin v. Sale, Bail. Eq. 1 ; Fleming v. Burgin, 2 Ired. Eq. 584; Ingram v. Phil- lips, 3 Strobh. R. 369; see Burt 3). Cassety, 12 Alab. 734; McCaskle v. Ama- rine, 12 Alab. 17. Thus, possession of the prior grantee, except, perhaps, where distinctly brought home to the knowledge of the purchaser, is held to be insufficient : Harris v. Arnold ; Frothingham v. Stacker. In Maine and Mas- sachusetts, there are statutory provisions to the same effect: Spofford v. Weston, 29 Maine, 140; Butler v. Stevens, 26 Maine, 489 ; Curtis v. Murphy, 3 Metcalf, 405; Hennessey v. Andrews, 6 Cush. 170. In Pennsylvania and New York, the AS BETWEEN THEM AND THIRD PERSONS. 749 held that the limited search will exclude the presumption of a general search, and the purchaser will not he deemed to have notice of any instrument not registered within the limited period.{s) A similar rule prevails with regard to the court rolls of a manor, for a purchaser of a copyhold will be affected with notice of all in- striiments appearing on the court rolls, so far back as a search is necessary for the security of the title.(^) Although the deed creating or giving notice of the trust was at- tested by the purchaser as a witness, he will not on that account be fixed with notice of its contents ; for an attesting witness is not bound to read the instrument.(M) But it is settled, that whatever is sufficient to put a purchaser upon an inquiry, which would lead to a discovery of the trust, will be good constructive notice.(3;)' And on this ground a purchase from a trus- tee, who is not in actual possession of the estate, could rarely if ever (s) Hodgson V. Dean, 2 S. & St. 221 ; Wms. 393 ; Welford v. Beezley, 1 Ves. affirmed by Lord Chancellor, July, 1825. 6; Beckett v. Cordley, 1 Bro. C. C. 357; (0 Pearce t).Newlyn, 3 Mad. 186; 2 2 Sugd. V. & P. 296, 9th edit. [But see Sugd. V. & P. 296, 9th edit. ; but see Boling v. Ewing, 9 Dana, 76.] Hansard v. Hardy, 18 Ves. 462, and (a;) Smith ^. Low, 1 Atk. 489; Taylor Bugden v. Bignold, 2 N. C. C. 300. v. Baker, 1 Dan. 71; 2 Sugd. V. & P. (u) Mocatta v. Murgatroyd, 1 P. 290, 9th edit. . decisions are not consistent. In Scott v. Gallagher, 14 S. & R. 333, and Boggs v. Varner, 6 W. & S. 469, the language of the court is in accordance with the doc- trine just staled. But there is no doubt that in the former State, open and noto- rious possession is sufficient notice of an unrecorded deed: Krider v. LafFarty, 1 Wharton, 303; Randall v. Silverthorn, 4 Barr, 173. So in New York, Tuttle v. Jackson, 6 Wend. 213, has established, contrary to Dey v. Dunham, 2 J. C. R. 162, and other cases, that constructive notice is enough to postpone a subsequent pur- chaser; and in Grimstone v. Carter, 3 Paige, 421, it was held, in general, that equities and agreements to convey, were not within the recording acts. In Ma- ryland, in the case of Price v. McDonald, 1 Maryl. R. 414, a similar doctrine was held by the Court of Appeals ; though in Ohio Ins. Co. v. Ross, 2 Maryl. Ch. Dec. 3, and Gill v. McAltee, Id. 268, the English rule was supported and followed by Chancellor Johnson. That possession is notice, has been also held in WebstertJ. Maddox, 6 Maine, 256 ; Kent v. Plummer, 7 Id. 464 (before the statute referred to above) ; Buck v. Holloway, 2 J. J. Marsh. 100 ; Hopkins v. Garrard, 7 B. Monr. 312; Colby i;.Kenniston, 4 N. H. 262; Griswold v. Smith, 10 Vermont, 452; and in Landis v. Brant, 10 How. U. S. 348, where indeed, the point was even consi- dered to be unquestioned. This, however, is a mistake. This subject is treated of with great ability and acuteness in the notes to Le Neve v. Le Neve, ut supra, where the cases will be found collected. 'Jackson v. Caldwell, 1 Cowen. 622; McGeher v. Gindrat, 20 Alab. 100; Barnes v. McClinton, 3 Pa. R. 69; Westervelt v. Huff, 2 Sandf. Ch. 98; Flagg V. Mann, 2 Sumn. 486; Sigourney v. Munn, 7 Conn. 324; Bingaman v. Hyatt, 1 Sm. & M. Ch. 437; Blaisdell v. Stevens, 10 Verm. 179; Laselle v. Barnett, 1 Blackf. 150; Doyle v. Teas, 4 Scamm. 202; Tardy v. Morgan, 3 McLean, 358 ; Oliver v. Piatt, 3 How. U. S. 333 ; Hood v. Fahnestock, 1 Barr, 470 ; Knouff v, Thompson, 16 Penn. St. R. 357. 750 OP THE POWERS AND DUTIES OF TRUSTEES be supported where the interest purchased is not reversionary ; for knowledge of the possession of the cestui que trust would be notice of an interest in the estate, the nature and extent of which the pur- chaser would be bound to ascertain.^ And it would be extremely difficult to conclude a bona fide purchase, without the fact of a third party's being in possession becoming known. («/) Indeed, it has been laid down by Lord Eldori, that a plea of a purchase for valuable con- sideration without notice, must always contain an averment, that the vendor was in possession,{z) from which it would follow that the trus- tee's being in possession is in every case essential to the validity of the sale by him of a present interest in an estate ; although this rule of course cannot apply where the interest is in reversion. (a) So if the purchaser be aware that the title-deeds are in the posses- sion of the cestui que trust, he will be held to have constructive notice of the interest claimed by the possessor of the deeds. (5) But the mere absence of title-deeds is not sufficient of itself to put him upon inquiry.(c) Again, if the purchaser be informed of the existence of any settlement affecting the estate, he will be bound to inquire into and ascertain its provisions ; and if he complete his purchase without making this inquiry, he will be affected with constructive notice of any trust created by the settlement. (c^) However, the knowledge of pr-(o-iiAe draft of a deed being *prepared, will not affect a pur- chaser with notice of the execution of the deed, although it was in fact afterwards executed ; for a purchaser is not bound by the knowledge of a mere intention to execute a deed.(e) And where a ({/) Daniels t). Davidson, 17 Ves. 433; Smith, 1 Hare, 63. [1 Phill. 244; see Taylor v. Stibbert, 2 Ves. jun. 437 ; Allen Allen v. Knight, 1 1 Jur. 527 ; afi 'g. S. Cl V. Anthony, 1 Mar. 282 ; Jones v. Smith, 5 Hare, 272 ; Berry v.his. Co., 2 J. C. R. 1 Hare, 60 ; Hierne v. Mill, 13 Ves. 120; 603 (a).] Powellt). Dillon, 2 Ball. &B. 416. [Bai- (d) Ferrars v. Cherry, 2 Vern. 383; ley V. Richardson, 15 Engl. L. & Eq. Dunch v. Kent, 1 Vern. 319; Kelsall v. 218.] Bennett, 1 Atk. 522 ; Taylor v. Baker, 5 (z) Walwyn v. Lee, 9 Ves. 32; and Price, 306; Jackson v. Eowe, 2 S. &St. see Jackson v. Rowe, 4 Russ. 523; Tre- 472 ; Jones v. Smith, 1 Hare, 55; Hall vanian v. Mosse, 1 Vern. 246. v. Smith, 14 Ves. 426 ; Eyre v. Dolphin, (o) See Hughes v. Garth, 2 Ed. 168 ; 2 Ball & B. 301. [See Proddy v. Wil- Ambl. 42 1 . liams, 3 J. & Lat. 1 ; Price v. McDonald, (6) Hierne v. Mill, 13 Ves. 114, 122; 1 Maryl. R. 414.] Jones U.Smith, 1 Hare, 61;[1 Phill. 244.] (e) Cothay v. Sydenham, 2 Bro. C. C. (c) Plumb V. Fluitt, 2 Anstr. 432; 391. Evans v. Bicknell, 6 Ves. 174 ; Jones v. 1 See Chesterman v. Gardner, 5 J. C. R. 29 ; Sailor v. Hertzog, 4 Wharton, 259 ; Krider r. Lafferty, 1 Whart. 303; Hardy «. Summers, 10 G.& J. 316; Buck u. Hol- loway, 2 J. J. Marsh, 178; Kent v. Plummer, 7 Greenlf. 464; Flagg v. Mann, 2 Sumn. 556 ; Scroggins v. McDougald, 8 Alab. 385 ; and Am. notes to Le Neve v. Le Neve, 2 Lead. Gas. Eq.pt. i. 150. See as to the effect of possession under the Recording Acts, note, ante, p. 511. AS BETWEEN THEM AND THIRD PERSONS. 751 purchaser is informed, that a settlement had been made on the mar- riage of the vendor, but upon inquiry, he is told that the settlement did not include the property in question, it has been decided in a recent case, that it is not incumbent on him to have it produced and examined before completing the purchase.(/) Where the purchaser has actual or constructive notice of the exis- tence of any instrument, he will also be fixed with notice of all deeds or other instruments referred to or mentioned in that instrument, and will be bound by the trusts created by them.(f/)' It has been decided, however, that the obligation for a purchaser to inquire into such earlier documents will not usually extend beyond the time, which has been fixed as the proper root of a marketable title, viz., the period of sixty years.(A) A purchaser cannot protect himself from the consequences of con- structive notice by wilfully and designedly abstaining from making any inquiries, for the very purpose of avoiding notice ; but such con- duct would render him liable as a participator in the fraud of the trustee. («') And even in the absence of proof of a wilful blindness, he might be considered guilty of such crassa negligentia, as in equity amounts to actual fraud. (A) It will in general be presumed, that every purchaser has investi- gated his vendor's title before completing his purchase ; and if the title cannot be made out, but through a deed, which gives or leads to notice of a trust, he will be assumed to have had notice of that trust •,{l) unless, indeed, he can show why he had not inquired into the title with a view to his protection. (w) And if the deed, which carries notice of the trust, be found in the possession of the purchaser, that (/) Jones V. Smith, 1 Hare, 43. [Aff. Jones v. Smith, 1 Hare, 55; see Surman 1 Phill. 244 ; see, however, the remarks v. Barlow, 2 Ed. 165 ; Hiem v. Mill, 13 in Price v. McDonald, 1 Maryl. R. 414.] Ves. 120. (g-) Bisco V. Earl of Banbury, 1 Ch. Qc) Hiem v. Mill, 13 Ves. 119 ; Jones Ca. 287; Coppiii v. Fernyhough, 2 Bro. v. Smith, 1 Hare, 56. [1 Phil!. 224 ; see C. C.29I; Mertinsu.Joliffe,Ambl.311; Doyle u. Teas, 4 Soamm. 202.] Davies v. Thomas, 2 Y. & Coll. 234; (/) Moor v. Bennett, 2 Ch. Ca. 246; Jones V. Smith, 1 Hare, 55 [1 Phill. Mertins v. JoliSe, Ambl. 311; Jackson 254]; Neeson K. Clarkson, 2 Hare, 173; v. Rowe, 2 S. & St. 475; Neeson v. Pearce v. Newlyn, 3 Mad. 186 ; 2 Sugd. Clarkson, 2 Hare, 173. [Leiby v. Wolf, V. & P. 293, 9th edit. 10 Ohio,83 ; Woods -u.Farmere, 7 Watts, (A) Prosser v. Watts, 6 Mad. 59. 385 ; Ohver v. Piatt, 3 How. U. S. 333.] (i) Kennedy v. Green, 3 M. & K. 699 ; (m) See Neeson v. Clarkson, 2 Hare, Whitbread v. Jordan, 1 Y. & Coll. 303; 173. ' SeeWorraelyu.Wormely,l Brock. 330; 8 Wheat. 42"; Hagthorp ■«. Hook, 1 G. & J. 301; Johnston v. Gwathmey, 4Litt. 318; Scott v. MoCuUough, 13 Missouri, 14; Leiby tJ. Wolf, 10 Ohio, 83; Honore v. Blakewell, 6 B. Monr. 73; Oliver v. Piatt, 3 How. U. S. 333 ; Woods v. Farraere, 7 Watts, 385; Christmass v. Mitchell, 3 Ired. Eq. 535; Nelson t;. Allen, 1 Yerg. 360; MoAleer v. McMullin, 2 Barr, 32. 752 OF THE POWERS AND DUTIES OF^ TRUSTEES will prima facie be suflScient to fix him with notice.(w) And so where a trust is noticed, by recital or otherwise, on the face of the very con- veyance under which the purchaser holds, it would be yet more difficult to maintain that he purchased without notice.(o) Notice, either actual or constructive, will be equally binding, whether it be given to the purchaser himself, or to a person acting as r*514n ^^^ *g^'i'')(p) *°'' solicitor, (g-) or counsel.(r) And the same rule prevails, although the agent, attorney, or counsel, be him- self the vendor,(s) or be employed for both vendor or purchaser.(i) And so notice to the town agent of the purchaser's attorney has been held to be notice to the purchaser.(M) But it has been held that the agent must be confidentially employed by the purchaser, or the latter will not be affected with notice to the former.(a;)^ And the notice to the agent, or attorney, or counsel, must be in the same transaction, because he may very easily have forgotten it;(y) although there may be special circumstances which would render the knowledge acquired by an agent, &c., in one transaction, sufficient notice to the employer or client in another ; as where the prior trans- (n) Whitfield v. Fausset, 1 Ves. 387 ; (r) Preston v. Tubbin, 1 Vern. 287 ; Merlins v. Joliffe, Ambl. 313. Le Neve v. Le Neve, 3 Atk. 646. (o) Maples v. Ackland, 3 Russ. 273 ; (s) Sheldon v. Cox, Ambl. 624; Dry- Neeson v. Clarkson, 2 Hare, 172 ; New- den v. Frost. 3 M. & Cr. 620. [See Ma- stead V. Searles, 1 Atk. 267; Kelsall v. joribanks v. Hoveden, 1 Drury, 11.] Bennett, 1 Atk. 522. (<) Le Neve v. Le Neve, 3 Atk. 648 ; (p) Alney v. Kendal, 1 Ch. Ca. 38; Toulmin v. Sleere, 3 Mer. 210; Ken- Brotherton v. Hutt, 2 Vern. 574; Jen- nedy v. Green, 3 M. & K. 699 ; Dryden nings V. Moore, 2 Vern. 609; Blenkarn v. Frost, 3 M. & C. 670 ; Fuller v. Benett, V. Jennings, 2 Bro. P. C. 278; Maddox 2 Hare, 394; Winter v. Lord Anson, 3 V. Maddox, 1 Ves. 61 ; Ashley v. Baillie, Russ. 493. 2 Ves. 370; Downes v. Powers, 2 Ball (u) Norris v. Le Neve, 3 Atk. 26. & B. 491. [Knouff 1). Thompson, 16 (z) Chandos ■«. Brownlow, 2 Eidg. P. Penn. St. R. 359; see Murray v. Ballou. C. 394. 1 J. C. R. 54; White v. Carpenter, 2 (y) Fitzgerald v. Fauconberg, Fitz. Paige, 217 ; Boggs v. Varner, 6 W. & S. 297 ; Warwick v. Warwick, 2 Atk. 294; 469.] Worsley v. Earl of Scarborough, Id. (g) Newstead v. Searles, 1 Atk. 267; 392; Lowther v. Carlton, 2 Atk. 242; Le Neve v. Le Neve, 1 Ves. 64; 3 Atk. Ashley v. Baillie, 2 Ves. 370; Hiern v. 646; Tunstall v. Trappes, 3 Sim. 301; Mill, 13 Ves. 120; Mountford v. Scott, Mountford v. Scott, 3 Mad. 34 ; T. & R. 3 Mad. 34. [Bracken v. Miller, 4 Watts 280. & S. 102 ; Hood v. Fahnestock, 8 Watts, 489 ; Henry v. Morgan, 2 Binn. 497.] ' See as to notice through agent, ante, 165, and note. In Howard Ins. Co. v. Haisey, 4 Sandf. S. C. 571, it was said that this rule is based on the duty of the agent to communicate to his principal facts affecting the latter's interests; and therefore it was there held, that where an attorney on a suit to foreclose, had made searches, by which he obtained notice of a deed, but the proceeding, and thus his agency, was terminated suddenly, before the inquiry was completed, this was not notice to his client. AS BETWEEN THEM AND THIRD PERSONS. 753 action was followed so close by the other, as to render it impossible to give a man credit for having forgotten it.{z) Notice before actual payment of all the purchase-money (although it be secured,(a) and the conveyance actually executed),(S) or before the execution of the conveyance (notwithstanding that the money be paid),(c) is equivalent to notice before the contract.^ The plea of a purchase for valuable consideration without notice, when pleaded in bar to a suit, should state the conveyance ;{d) and it must contain an averment, that the vendor was seised, or pre- tended to be seised, at the time of the conveyance,(e) and, also, that he was then in possession(/) (unless the estate be reversionary, in which case the state of the title must be shown by the plea).(5r) There must also be an averment, that the consideration-money was iona fide and truly paid.(A) However, a valuable consideration, such as that of marriage, will be sufficient to support a plea of pur- chase without notice, if it be properly stated. (i) Moreover, the plea must deny notice of the plaintiff's title or claim before the execution of the conveyance and payment of the consideration ; *for till then the transaction is not complete ;{h) and this denial must '- -• be made, whether the notice is charged in the bill or not.(Z) And if Ed. 168; (») Mountford v. Scott, T. & R. 280 Hargreaves v. Rothwell, 1 Keen, 154 see Fuller v. Benett, 2 Hare, 405, 6 Perkins v. Bradley, 1 Hare, 230. [Ma- joribanks t>. Hoveden, 1 Drury, 11.] (a) Moore v. Mayhew, 1 Ch. Ca. 34 ; Tourville v. Naish, 3 P. Wms. 307; Story V. Lord Windsor, 2 Atk. 630; Hardingham v. Nicholls, 3 Atk. 304. (6) Jones v. Stanley, 2 Eq. Ca. Abr. 685. (c) Wigg V. Wigg, 1 Atk. 384; 2 Sugd. V. & P. 274, 9th edit. (d) Aston V. Aston, 3 Atk. 302 ; Har- rison V. Southcote, 2 Ves. 396 ; 2 Sugd. V. & P. 304, 9th edit. [Snelgrove v. Snelgrove, 4 Desaus. 274, where the cases are cited.] (e) Story v. Lord Windsor, 2 Atk. 630; Head v. Egerton, 3 P. Wms. 279; Walwyn v. Lee, 9 Ves. 32 ; Jackson v. Rovpe, 4 Russ. 514. [Snelgrove v. Snel- grove, ut supra; Tompkins v. Wheeler, 4 Sandf, Ch. 97.] (/) Walwyn v. Lee, 9 Ves. 32 ; Jack- son V. Rowe, 4 Russ. 523; Trevanianu. Mosse, 1 Vern. 246. [Snelgrove v. Snel- grove, ut supra.] (g-) Hughes V. Garth, 2 Ambl. 421. {h) Moore v. Mayhew, 1 Ch. Ca. 34 ; Maitland v. Wilson, 3 Atk. 814; Mo- lony V. Kerwan, 2 Dr. & W. 3 1 ; see 2 Atk. 241. [Highe v. Batte, 10 Yerg. 535; Bonnell v. Read, 21 Conn. 592; see ante, 165, note.] (i) Jackson v. Rowe, 2 S. & St. 475. {k) Lady Bodmin v. Vandebendy, 1 Vern. 179; Moore •;;. Mayhew, 1 Ch. Ca. 34; Story v. Lord Windsor, 2 Atk. 630 ; Att.-Gen. v. Gower, 2 Eq. Ca. Abr. 685; 2 Sugd. V.& P. 306, 9th edit. [See ante, 165, note.] {I) Aston V. Curzon, Weston v. Berkely, 3 P. Wms. 244, n. ; Brace v. Duke of Marlborough, 2 P. Wms. 491, 6th Resolution. [Snelgrove v. Snel- grove, 4 Desaus. 274; Scudder v. Van Amburgh, 4 Edw. Ch. 19; Bonnell v. Read, 21 Conn. .')92; Moore v. Clay, 7 Alab. 742 ; Pillow v. Shannon, 3 Yerg. 508; Gallion v. McCaslin, 1 Blackf. 91; Caldwell v. Carrington, 9 Peters, 86; Denning v. Smith, 3 J. C. R. 345.] ' See ante, 165, and notes. 48 754 OE THE POWERS AND DUTIES OF TRUSTEES there are particular charges of notice, they must be specially denied ;(m) although, if there are no such particular charges, the denial of notice may be general.(w) However, the denial must be positive, (o) and it must not be confined to personal notice, for that would raise an inference that notice had been given to the defen- dant's agent, which is a fact equally material.(p) If the notice be proved by only one witness, and it is positively and expressly denied by the answer, there will be no decree against the defendant, (§') unless the evidence of the witness be corroborated by other circumstances. (r) But the denial must be positive, and an answer as to lelief only will not be sufficient, in contradiction to what has been positively sworn, (s) If the evidence of notice be not sufficiently clear for the court to make a decree, it will be sent to law to be tried, (^y The counsel, attorney, or agent of the purchaser, cannot be ad- mitted to prove the notice against him, upon the general principle of law, that parties in that confidential situation ought not to be allowed to disclose the secrets of their clients, where the knowledge of them has been acquired in their professional capacity only, and not inde- pendently of that character ;(m) and this is the privilege of the client, which the attorney, &c., will not be suffered to violate, by making a voluntary deposition as to the fact to be proved ;(»;) although Lord Hardwicke, and also Sir J. Strange, appear to have maintained a contrary doctrine on this last point. («/) We have already seen that possession of a deed is prima facie evi- (m) Meder v. Birt, Gilb. Eq. Rep. Massey, 1 Ball & B. 234; Cooke v. 185; Radford v. Wilson, 3 Atk. 815; Clayworth, 18 Ves. 12. Jerrard I). Saunders, 2 Ves. jun. 187; 4 (r) Walton v) Hobbs, 2 Atk. 19; Bro. C. C. 322; 6 Dow. 230. [Snelgrove Anon. 3 Atk. 27b; Only v. Walker, 3 V. Snelgrove, ut supra.] Atk. 407; Vexab^^j). Mathers, 1 Bro. (n) Pennington v. Beechey, 2 S. & C. C. 52; East Irfdia Company u.M'Do- St. 282 ; Thring v. Edgar, Id. 274. nald, 9 Ves. 275; Biddulph v. St. John, (o) Cason v. Round, Preo. Ch. 226. 2 Sch. & Lef. 521. [Mense v. McLean, [Gallatian v. Erwin, 1 Cowen, 361; 13 Miss. 298.] Frost V. Beekman, 1 J. C. R. 288; (s) Arnott w. Biscoe, 1 Ves. 97 ; Fil- Walker v. Gilbert, 1 Freem. Ch. 85; ling v. Armitage, 12 Ves. 78. Jenkins v.Bodley, 1 Sm. & M. Ch. 338.] {t) 1 Ves. 95; 2 Sugd. V. & P. 301, (p) Le Neve v. Le Neve, 3 Atk. 650 ; 9th edit. 1 Ves. 66. (u) 2 Sugd. V. & P. ^98, 9th edit. (g) Alara v. Jourdon, 1 Vern. 161; (x) 2 Sugd. V. & P. 299'; Sandfordv. Kingdorae v. Boakes, Prec. Ch. 19 ; Le Remington, 2 Ves. jun.ri89. Neve V. Le Neve, 3 Atk. 650; 1 Ves. (y) Maddox v. Ma,ddox, 1 Ves. 62; 66 ; Howaith v. Deane, 1 Ed. 351 ; Mor- Bishop of Winton v. Fournier, 2 Ves. limeriJ. Orchard, 2 Ves. jun. 243; Evans 445. V. Bicknell, 6 Ves. 174 ; Dawson v. ' See, on the questions of pleading arising from'ifcis defence of purchaser without notice, notes to Basset v. Nosworthy, ut supra. AS BETWEEN THEM AND THIED PERSONS. 755 dence of notice of its contents ;(z) and it lies upon the purchaser to rebut that presumptive evidence, by showing that it came into his possession aTter the purchase.(a) The evidence must distinctly show, that notice wfts actually re- ceived ; for the court will not act upon what amounts to mere sus- picion :(b) and a purchaser is not obliged to enter into the interpre- tation of doubtful facts *or expressions.(c) But it is obviously -, very difficult to lay down any general rule as to what will '- amount to sufficient proof of actual or constructive notice. The gradation between mere rumor or suspicion and positive information, is so indefinite, 'that each case must necessarily depend on its own peculiar circumstances. (c?) It has been already observed, that notice by parol declarations is sufficient for all purposes.(e) A purchaser for valuable consideration will not be affected by notice of a prior voluntary conveyance ; and, therefore, where the owner of an estate has voluntarily constituted himself a trustee for other parties, he may, notwithstanding, make a good subsequent con- veyance of it to a purchaser who has been made acquainted with the voluntary settlement. (/)' However, a purchaser who has notice of a voluntary settlement, could seldom be advised to complete without inquiring into all the circumstances connected with it ; for if it should turn out, that the settlement, though apparently voluntary, was founded on any valuable consideration, the trusts would undoubtedly be enforced against him, although the settlement itself contained no actual recital or notice of that fact.(^) And parol evidence is admissible to prove the consideration in support of the settle- ment. (A) It has been already seen, that a purchaser who takes, by a volun- tary conveyance from a trustee, will be bound by the trust, although (2) Whitfield v. Fausset, 1 Ves. 392; (d) Story, Eq.Jur. ^ 400. Mertins w. JoIifFe, Arabl. 313. (e) Weymouth v. Boyer, 1 Ves. jun. (a) Earl of Pomfret v. Lord Windsor, 425 ; ante, 510. 2 Ves. 486. (/) Taylor v. StUe, 2 Sugd. V. & P. (6) Hineu. Dodd, 2 Atk. 276; How- 159, 9th edit.; Evelyn v. Memplar, 2 arth V. Deane, 1 Ed. 351. [See Fort v. Bro. C. C. 148 ; Buckle v. Mitchell, 18 Burch, 6 Barb. S. C. 60.] Ves. 112; Pulvertoft v. Pulvertoft, lb. (c) Kenney v. Brown, 3 Ridg. P. C. 84; Powell v. Pleydell, 1 Bro. P. C. 124. 512 ; Warwick v. Warwick, 3 Atk. 291 ; [See ante, p. 90, and note.] Senhouse v. Earle, Ambl. 285; 2 Ves. (g) Ferrars^. Cherry, 2 Vern. 384. 450; Att.-Gen. v. Backhouse, 17 Ves. (h) ChapmaniJ.Einery, Coop. 278; 2 293. Sugd.V.&P.170, 9lhedit. ' But see as to many of the United States, where a different rule exists, notes to Sexton v. Wheaton, 1 Am. Lead. Cas. 62, where the authorities are collected. 756 OF THE POWERS AND DUTIES OP TRUSTEES he may have had no notice.(i) And this equity would, doubtless, be enforced to the same extent where the consideration is merely nomi- nal, or collusive, or so inadequate as to amount to evidence of some fraudulent dealing.(A) But, if the consideration be valuable, the court will not enter into the question of inadequacy, unless the dis- proportion be so gross as in itself to suggest fraud. (Z) If the con- veyance by the trustee be not only voluntary, but also with notice, the party taking under it will, a fortiori, be bound to execute the trust, (m) Where a purchaser, with notice from a trustee, conveys for valua- ble consideration to another person, who has no notice of the trust, the estate will not be affected with the trust in the hands of the second purchaser, (m) However, in such a case, the first purchaser will not be discharged from his liability, but will be compelled to ac- count with the cestui que trust for the purchase-money which he has received.(o) Where an estate has once been purchased for valuable conside- ration, without notice of any trust, a subsequent purchaser will hold discharged from the trust, though he purchased with notice ; for he r*'i17n ^^■'^ have the benefit *of the want of notice by the interme- diate vendor. The reason is, to prevent the stagnation of property, and the injury which might otherwise be occasioned to an innocent purchaser. (p) But this rule will not be applied where the property is re-purchased by the original trustee, or by a previous purchaser with notice ; for the consciences of such persons would remain affected with the original trust, which would re-attach on the property whenever and by whatever title it should return into their possession.(5')^ (i) Pye V. George, 1 P. Wms. 128 ; (m) Mansell v. Mansell, 2 P. Wms. Mansell v. Mansell, 2 P. Wms. 681 ; 1 681. 1 Cruis. Dig., Tit. 12, Ch. 4, s. 16 ; ante, (n) Ferrars v. Cherry, 2 Vern. 383; Pt. I., Div. II., Ch. II., Sect. 2; p. 172. Merlins v. Joliffe, Ambl. 313. Qc) Bullock V. Sadlier, Ambl. 776. (o) Ferrars v. Cherry, 2 Vein. 383. [See Jackson v. Summerville, 13 Penn. {p) Harrison v. Forth, Preo. Ch. 51; St. R. 37 1 ; Hanly v. Sprague, 20 Maine, Merlins v. JolifFe, Ambl. 313; M'Queen 431.] V. Farquhar, 11 Ves. 788; Lowther!). (/) Bullock V. Sadlier, Ambl. 763; see Carlton, 2 Alk. 242 ; Brandlyn v. Ord, 1 Gwynne v. Heaton, 1 Bro. C. C. 8; Gib- Atk. 571. [Ante, 165, note.] son V. Heyes, 6 Ves. 273. (g) Kennedy v. Daly, 1 Sch. & Lef. 379. ' A trustee who re-acquires the trust property conveyed in breach of trusts, takes, in general, subject to the old trusts. Armstrong v. Campbell, 3 Yerg. 201. But the cestui que trust, in such case, has the right either to insist upon this, or to claim the original purchase-money, or, whatever was substituted in its place ; or to hold the trustees personally liable for the breach of trust. Oliver v. Piatt, 3 How. U. S. 401. AS BETWEEN XHBM AND THIRD PERSONS. 757 A purchase for valuable consideration, without notice, will not be a complete defence in a court of equity, unless the purchaser has clothed himself with the legal estate.(r) For it has been at length settled (although not until after much fluctuation of opinion), that a plea of such a purchase is no defence in equity to a claim under a legal title. (s)^ But, although the purchaser has not secured the perfect legal title, the court will not compel him to make any discovery which may hazard his possession, even on the suit of a person who claims by an alleged legal title ; for the defendant has, in conscience, an equal right with the plaintiff.(<)(l) And, as a general rule, a purchaser, for valuable consideration without notice, is regarded with favor in a court of equity, which will not take the least step against him.(M) A mortgagee,(a;) and for some purposes a lessee,(?/) will be con- sidered a purchaser for valuable consideration. For, although a lessee will be held to have notice of his lessor's title, so as to know that he was only a trustee ; yet, if the lease were within the scope of (r) See Branlynr. Orel, 1 Atk. 571. PI. ^ 604 (a), 805.] See Payne u. Comp- (s) William v. Lamb, 3 Bro. C. C.264; ton, 2 Y. & C. 457, 461. Collins w. Archer, IR.&M. 284. [Jen- (<) Gait u. Obaldeston, 1 Russ. 154; kins V. Bodley, 1 Sm. & M. Ch. 338; overruling S. C, 5 Mad. 428; Jerrardu. Blake v. Heyward, 1 Bail. Eq. 208; Saunders, 2 Ves. jun. 458; see Wilkes Larrowe ■«. Beam, 10 Ohio, 498.] Vide v. Boddington, 2 Vern. 600. contra, Burlass v. Cooke, 2 Freem. 84 ; (u) Jerrard v. Saunders, 2 Ves. jun. Parker v. Blythraore, 2 Eq. Ca. Abr. 79 ; 458. Jerrard v. Saunders, 2 Ves. jun. 454. {x) Brotherton v. Hutt, 2 Vern. 574. [Walwyn v. Lee, 9 Ves. jun. 24 ; Joyce [See notes to Bassett v. Nosworthy, ubi V. De Moleyns, 2 J. & Lat. 374; Elagg sup.] V. Mann, 2 Sumner, 486; Att.-Gen. v. {y) Att.-Gen. v. Backhouse, 17 Ves. Wilkins, 21 LawT. 260; see 2 Lead. Cas. 293. Eq. p. i. 84, 90 (1 Am. ed.) ; Story's Eq. (1) However, if a defendant put in his answer raising the defence of purchase for valuable consideration, without notice, instead of protecting himself by plea, it is the settled practice of the court, that he may be compelled to answer all the allegations in the hiWfuUy. Bovey v. Leighton, 2 S. & St. 234; Portarlington v. Soulby, 7 Sim. 28. [Salmon v. Clagett, 3 Bland. 125 ; but see Hagthorp v. Hook, 1 G. & J. 270 ; and see notes to 2 Lead. Cas. Eq., pt. i. 1 18 ; and see now Rules in Equity, Sup. Ct. U. S., No. 39; and of Pennsylvania, No. 37.] ' The prevailing doctrine in the United States is, that the purchaser of an equitable title takes it subject to all the equities to which it is charged. Winborn V. Gorrell, 3 Ired. Eq. 117; Polk v. Gallant, 2 Dev. & Batt. Eq. 395 ; Shirras v. Caig, 7 Cranch, 48; Hallett v. Collins, 10 How. U. S. 185; Vattier v. Hinde, 7 Peters, S. C. 252; Boone v. Chilles, 10 Peters, 177 ; Chew v. Barnett, 12 S. & R. 389; Kramer v. Arthurs, 7 Barr, 165; Sergeant v. Ingersoll, Id. 347; S. C, 15 Penn. St. R. 343, where taking the legal title at the same time, though under circumstances of suspicion, was held not to protect. But see Flagg v. Mann, 2 Sumn. 486. 768 OP THE REMEDIES' FOR BREACH OF TRUST. the trustee's powers, the lessee will not be supposed to have known that it was actually a breach of trust, unless it be proved that he was aware of that fact.(2) We have already seen, that marriage is a suf- ficient consideration to support a purchase for valuable consideration within the principles that have just been discussed.(a) [*518] *DIYISIO]Sr II. OF THE LIABILITIES AND PRIVILEGES OF TRUSTEES. CHAPTER I. OF A BEEACH OF TEUST, AND. ITS CONSEQUENCES. The nature of a breach of trust is sufficiently obvious from what has gone before in the preceding pages, nor is it necessary to add anything here on that point. But we will now proceed to consider — 1st. The nature of the remedies for a breach of trust; and 2d. What will amount to a discharge of a breach of trust. And 1st. Of the remedies for a breach of trust. A suit in equity is the usual and most effectual remedy for a breach of trust.' Indeed unless some legal debt has been created between the parties, or some engagement, the non-performance of which may be the subject of damages at law, a court of equity is the only tribunal to which the cestui que trust can have recourse for redress.(l) And in any case the jurisdiction and machinery of those (z) 17 Ve3. 293. (a) Jackson v. Rowe, 2 S. & St. 475. (1) An action at law for money had and received will not lie against a trus- tee, while the trust is still open, although where a final account has been stated be- tween the parties, and the trust is closed, it seems, that such an action may be maintained. Case v. Roberts, Holt, N. P. C. 501 ; Edwards «. Bates, C. P., June, 1844; ISLawJourn.N. S. 156, [7 M. & G. 590 ; see Dias ii. Brunell's Ex., 24 Wend. 9 ; McCreai;. Purmont, 16 Wend. 460; New York Ins. Co. v. Roulet, 24 Wend. • See ante, 42, note. A mere breach of confidence is not enough to entitle the party injured to relief in equity; Ashley v. Denton, 1 Litt. 86. Where the trust, also, is executed, so that it is cognizable at law, and nothing more remains to be done by the trustee, equity will leave the parlies to their remedies at law; Baker V. Biddle, Baldw. C. C. 422. But a complete execution must be shown ; Jordan V. Jordan, 2 Car. L. Rep. 409. OF THE REMEDIES FOR BREACH OF TRUST. 759 courts is so much better adapted to meet the exigencies of every case by enforcing the restriction of the trust property, and compel- ling an account against the guilty parties, that any other remedy is rarely resorted to. A breach of trust in general creates only a simple contract debt, for which (previously to the statute 3 & 4 "Will. IV. c. 104) the trus- tee's personal estate only was liable, and the cestui que trust had in general no remedy against the real estate. (a) The same rule also prevailed at law in those cases where the breach of trust created a legal debt :(6) and it was immaterial that the trust was created by a deed, executed by the trustee, and that the trust deed contained a pro- vision, that the trustees should be liable for the moneys actually re- ceived by them.(e) However, the assets of the trustee would be marshalled in equity in favor of the claim of *the cestui que r;^r-|q-, trust.[d) And there are authorities to show, that if the trus- '- -■ tees bound themselves by a covenant or engagement under seal to apply the trust fund according to the trusts declared, any applica- tion of the fund in breach of that engagement would create a spe- cialty debt against them.(e) However, since the late act,(/) which makes the real estate of debtors in all cases assets for the payment of simple contract debts, the distinction in question has become of little practical importance.^ (a) Kirk v. Webb, Preo. 84; Heron (c) Ibid. [lb.] V. Heron, lb. 163; Vernon v. Vawdry, {d) Coxv. Bateman, 2 Ves. 19. 2 Allc. 11 ; Cox V. Bateman, 2 Ves. 19; (e) Bardett v. Hodgson, 1 T. R. 44; Perry D. Phillipps, 4 Ves. 108; Lyse v. Gifford w.Manley, Com. Dig. Chancery, Kingdom, 1 Coll. 184. 188. [Adey ■«. 4W. 25; Forrest. 109. [Adey v. Ar- Amold, 15 Eng. L. & Eq. 270; Ben- nold, 15 Eng. L. & Eq. 270.] bury V. Benbury, 2 Dev. & Batt. Eq. (/) 3 & 4 Will. IV. c. 104. [See 235. J Cummins v. Cummins, 3 J. & Lat. 90.] (6) Bartlett v. Hodgson, 1 T. R. 42. [See Adey v. Arnold, ut supr.] 505; Hull V. Harris, 3 Ired. Eq. 389 ; Brown v. Wright, 4 Yerg. 57; Blue v. Pat- terson, 1 Dev. & Batt. Eq. 457; Beach v. Dorwin, 12 Verm. 139. In Pennsyl- vania, however, equitable relief is given in such cases, by the action for money had and received, which is moulded to suit the exigencies of the case ; Martzell V. StaufTer, 3 Pa. R. 398 ; Aycinena v. Pevies, 6 W. & S. 398 ; so in Massachu- setts; Newhall v. Wheeler, 7 Mass. 198. And, generally, if there be an express promise by the trustee, the action will lie. Weston v. Barker, 12 Johns. R. 276; Dias V. Brunell's Ex., 24 Wend. 9.] ■ In Woodu.Hardisty, 10 Jur. 489, 2 Coll. C. C. 542, in a deed to which A. and B. were parties, there was contained a declaration that A., his executors, admi- nistrators, and assigns, should stand possessed of certain specified funds in trust for B., her executors, &c., and Sir Knight Bruce, yielding " somewhat reluctantly," to authorities cited for the plaintiff, held, subject to farther argument, that a breach of trust by A. created a specialty debt in favor of B.'s representatives. The case appears never to have been again mentioned before the Vice-Chancel- lor. In the recent case of Adey v. Arnold, 15 Eng. L. & Eq. 268, the autho- 760 OF THE REMEDIES JOB BREACH OF TRUST. A suit in respect of a breach of trust may be instituted by all or any one or more of the cestui que trusts as plaintiffs ; but if any of the parties beneficially interested do not join as plaintiffs, they must be brought before the court as defendants ; or (as such a suit is in truth a creditor's suit) it must at all events be expressed to be brought on behalf of the plaintiffs, and all other persons interested in the debt created by the breach of trust.(^) However, if the share of one of several cestui que trusts in a trust fund has been ascertained and set apart — as where it is a moiety or other aliquot part of the fund — a suit for a breach of trust may be maintained against the trustee by the person entitled to that share without joining the other cestui que trusts as parties.(A) Indeed ig) Alexander v. Mullins, 2 R. & M. Perry v. Knott, 5Beav. 293, 297; [Piatt 568 ; Munch u. Cockerell, 8 Sim. 219, v. Oliver, 2 McLean, 307. But this, 231. [Piatt V. Oliver, 2 McLean, 30; it seems, applies only where the fund McKonley t). Irvine, J3 Alab. 682 ; Cas- is in existence, and forthcoming ; Lena- siday v. McDaniel, 8 B. Monr. 519; ghan v. Smith, 2 Phill. 302. See now, Story, Eq. Plead. Ch. IV. ; see ante, p. in England, under the 15 & 16 Vict. c. 338, note; and PhiUipson v. Gutty, 86, s. 42; McLeod v. Annesley, 22 L. 6 Hare, 26.] J. Ch. 657 ; 17 Jur. 612.] See Mont- (h) Smith V. Snow, 3 Mad. 10 ; gomerie v. Lord Bath, 3 Ves. 560. Hutchinson v. Townsend, 2 Keen, 675 ; rities were brought in review before Lord St. Leonards. Where by deed of endorsement under seal, appointing new trustees, and executed by them, a trust fund was assigned to the new trustees, " to hold unto them, their executors, (fcc, as their own money, property, and effects, but nevertheless upon the trusts and for the ends, and purposes, declared by the within indenture," but there was no declaration of trust by the new trustees. It was held that a breach of trust did not constitute a specialty debt. The Chancellor stated the result of the cases as follows : '•' There is no better established general proposition, than that a breach of trust does not constitute a specialty debt, Vernon v. Vawdry, 2 Atk. 119 ; Lex ■V. Bateman, 2 Ves. sen. 19. It is equally clear from the authorities, that where there is a deed executed by the trustees, containing a declaration that they vrill apply the trust fund in a particular way, that will amount to a covenant, and create a specialty debt; as Lord Eldon, said in Lord Montfort v. Cadogan, 19 Ves. 638. In all the cases where a breach of trust has been held to constitute a specialty debt, it has been where there was a debt due from a trustee in respect of a sum of money which he had agreed, under seal, to apply in a particular manner, but which he had misapplied. In those oases it constituted a specialty debt, because he had declared under seal, that he would not apply the fund, as he ultimately did apply it." See Benbury v. Benbury, 2 Dev. & Batt. Eq. 238. In the United States, as in England, real estate is now assets for the payment of all debts, whether by specialty or simple contract ; see ante, p. 344 ; and in Penn- sylvania, and in many of the States, the distinction between the two classes of debts in the administration of decedent's estates, is abolished; 2 Kent's Comm. 419. So far, therefore, as these changes bear upon the question of the quality of debt, created by breach of trust, it has, as is slated in the text, " become of little prac- tical importance." But where the general distinction in the administration of personal estate is retained, the rules above stated still apply ; Cummins v. Cum- mins, 3 J. & Lat. 90; 2 Wms. Executors, 170; Benbury v. Benbury, 2 Dev. & Batt. Eq. 238. See Richardson v. Jenkins, 17 Jur. 446. OF THE REMEDIES FOR BRBACn OF TRUST. 761 it has been held, that in such a case it will be improper to join the other cestui que 'trusts, and if made parties they may demur to the bill.(i) So where one of several co-trustees has committed a breach of trust, a suit may be brought by the other trustees against the guilty trustee without joining the cestui que trusts as parties. (i) And if one or more of the cestui que trusts have concurred in, and benefit- ed by, the commission of the breach of trust, a bill may be filed against them by the innocent trustee to compel them to reinstate the fund, and also to account for the benefit received.(Z) And the re- presentatives of a trustee after his death have the same right to the protection and assistance of the court in such cases as the trustee himself.(«i) But the cestui que trusts cannot be properly joined as co-plaintiifs in a suit by a trustee or his representatives against a co-trustee, who has been guilty of a breach of trust; for the assets of the plaintiff trustee may be eventually liable to make good the breach of trust, so that the interest of the plaintiff trustee would conflict with that of the cestui que trusts ; and if this objection were taken at the hear- ing, the bill so framed would be dismissed with costs. (w) However, in such a case, where the equity of the cestui que trust against the trustee, his co-plaintiff, appears from the answer of the defendant trustee, the plaintiff on application by motion before the hearing, may obtain leave to amend the record, by striking out the name of the trustee as a plaintiff and making him a defendant, on giving security for the costs of the application.(o) *A11 parties implicated in a breach of trust are equally liable, without any priority between them;(p) and this lia-L " -' ' bility is joint and several; consequently they will all be properly joined as defendants in a suit respecting the breach of trust. Hence, where the breach of trust consists of an improper assignment or con- veyance by the trustee to a third person, who has notice of the trust, the assignee and the trustee will both be equally responsible to the cestui que trust, and may be both joined as defendants to a suit, (i) Smith w.Snow, 3 Mad. 10. [McGachen v. Dew, 15 Eng. L. & Eq. (A) Franco v. Franco, 3 Ves. 75; 97.] May V. Selby, 1 N. C. C. 235. [In (m) Greenwood v. Wakeford, ubi Meyer v. Montriou, 9 Beav. 521, a de- supra. cree was made against a trustee, though (n) Jacob v. Lucas, 1 Beav. 436. it was alleged the tenant for life con- [Griffith v. Vanheythusen, 4 Eng. L. & curred in the breach of trust.] Eq. 25.] (0 Greenwood v. Wakeford, 1 Beav. (o) Hall v. Lack, 2 N. C. C. 631. 576 ; see Payne v. Collier, 1 Ves. jun. (p) Wilson v. Moore, 1 M. & K. 127, 170; Fuller v. Knight, 6 Beav. 205. 143. [Att.-Gen. v. Wilson, Cr. & Ph. 28.] 762 OP THE REMEDIES FOR BREACH OF TRUST. instituted for enforcing that responsibility. (g')' And so a cestui que trust, who has concurred in and benefited by the breach of trust, may also be joined as a defendant. (r) The husband of a feme coverte trustee is responsible for breaches of trust committed by her before marriage, and a suit may properly be instituted against him to enforce that liability.(s) The executor or administrator of a deceased trustee is liable to the extent of the assets for a breach of trust committed by the testator or intestate in his lifetime ; and this liability may be enforced by suit.(i)^ And where there are several co-trustees, who have been all implicated in a breach of trust, the representatives of those dying first will be liable to the same extent jointly with the surviving trus- tees, or their representatives, if they are dead.(M) It is almost super- fluous to add, that if the personal representative of a trustee be himself guilty of a breach of trust, his personal responsibility will be the same as that of any other person who has undertaken a trust. However, although all the co-trustees miffht properly be made (g) Vandebende v. Livingston, 3 Sw. 459 ; see Carrol v. Connett, 2 J. J. 625; Burt v. Dennet, 3 Bro. C. C. 225. Marsh. 195; Elliott v. Lewis, 3 EJw. (r) Trafford v. Boehm, 3 Atk. 440 ; Ch. 40 ; Redwood v. Reddick, 4 Munf. Greenwood v. Wakeford, 1 Beav. 576 ; 222.] Fuller V. Knight, 6 Beav. 205; Lord (<) Lyse v. Kingdom, 1 Col. 184; Mountfort v. Lord Cadogan, 17 Ves. KnatchbuU v. Fearnhead, 3 M. & Or. 485. [See Meyer 1J. Montriou, 9 Beav. 122. [SeePharis'u. Leaohman, 20 Alab. 521.] 683.] (s) Palmer v. Wakefield, 3 Beav. (u) Ibid. 227. [Moon v. Henderson, 4 Desaus. 'Salomons v. Laing, 12 Beav. 377; Bailey v. Inglee, 2 Paige, 278; Oliver v. Piatt, 3 How. U. S. 333; Bush v. Bush, 1 Strob. Eq. 377; Bateman v. Margerison, 6 Hare, 496; Lund v. Blanshard, 4 Hare, 28, &c., where the rules on the subject are laid down. See Hutchinson v. Reed, HofF. Ch. 317. Those cases, however, show that such third person is not a necessary party. But see Wright v. Wood, 12 Jur. 595, where the third person having mortgaged the property transferred in breach of trust, was held a necessary party, with his mortgagee. ^ In Kirkham v. Booth, 11 Beav. 273, 13 Jur. 525, where a breach of trust had been committed, and the trustees were all dead, and their personal representa- tives were ignorant of the matter, the court refused to hold them responsible in the first instance, but directed an inquiry. The representative of a trustee, never in default, is not a necessary party to a bill against the'surviving trustee: Simes V. Eyre, 6 Hare, 137. So it seems, in general, where there are surviving trustees, it being the duty of the latter to place the trust fund in a proper position, and to recover from the representatives of the deceased trustee, anything that may be due from him: Beatlie v. Johnson, 8 Hare, 177; see London Gas Light Co. v. Spottiswoode, 14 Beav. 264. But see Hall v. Austin, 10 Jur. 452; 2 Coll. 570; and Penny v. Penny, 4 Engl. L. & Eq. 55, as to a general administration suit. The representative of a defaulting trustee, fairly accounting, is entitled to deduct his costs of suit out of the assets, though they may be insufficient to repair the ■ breach of trust: Haldenby v. SpofTorth, 9 Beav. 195. OF THE KEMEDIBS FOR BREACH OF TRUST. 763 defendants in a suit by the cestui que trusts for relief against a joint breach of trust, yet (independently of the late general order of the court,(a;) which we shall consider presently), the necessity of making them all defendants was at one time far from being conclusively esta- blished. The doubt on this point was strongly countenanced by Lord Eldon's observations in the case of Walker v. Symonds,(?/) where his Lordship said, " when three trustees are involved in one common breach of trust, a cestui que trust suffering from the breach, and proving that the transaction was neither authorized nor adopted by him, mai/ proceed against either or all of the trustees." And there are other cases, both before and since that of "Walker v. Symoiids, which tend to countenance the doctrine, that it was competent for the cestui que trusts to sue one or more of the parties guilty of a joint breach of trust, without joining the others as defendants.(s) However, the general rule of the court requires that all persons who are jointly liable to satisfy the plaintiff's demand, shall be made parties to a suit. (a) And in a very recent case it has been decided, that the cases that have been referred to do not establish any excep- tion to the general rule with *regard to trustees. In Munch .-^r 9-1-1 V. Cockerell,(S) a bill was filed by cestui que trusts against '- ■* the two surviving trustees of a settlement, charging them with a breach of trust, but without joining as defendants the representatives of the two deceased trustees, who had been equally implicated ; an objection was taken for want of these parties, and the Vice-Chan- cellor (Sir L. Shadwell), after reviewing all the authorities, allowed the objection, and held, that where several trustees were implicated in a breach of trust, the cestui que trust was not at liberty to file a bill to recover the trust fund against some of them only, but must bring before the court all of the trustees who are living, and the representatives of such of them as are dead.(b) And the decision of Lord Langdale, M. R., in the more recent case of Perry v, Knott,(c) is to the same effect.' However, where the breach of trust is such as amounts to a wrong- {x) 32d Order of August, 1841. (i) Munch v. Cookerell, 8 Sim. 219. (1/) 3 Swans. 75. " (c) 4 Beav. 179. [Fowler v. Reynall, (z) Ex parte Angle, Barnard, 425; 2 De G. & Sm. 749; 13 Jur. 650, in 2 Atk. 162; Routh v. Kinder, 3 Swanst. note; see Hall v. Austin, 2 Coll. C. C. 114, n.; Wilkinson v. Parry, 4 Russ. 570; Wyllie u. Ellice, 6 Hare, 505; but 274; Wilson v. Moore, 1 M. & K. 126, see McGachen v. Dew, 15 Engl. L. & 146. Eq. 100.] (a) 1 Dan. Pr. 339; 4 Russ. 274, n.; Perry v. Knott, 4 Beav. 103. ■ Where two classes of trustees had committed a breach of trust, it was held that the cesiuique trusts might proceed against one class without making the other class parties: McGachen v. Dew, 15 Engl. L. & Eq. 97. 764 OP THE REMEDIES FOR BREACH OF TRUST. ful act, as, for instance, -where there has been a fraudulent alienation of the trust estate, every trustee is separately liable, and there is no contribution between them ; but each case is distinct, depending upon the evidence against each party.((^) Although the rule of the court requires the presence of all parties implicated in an alleged breach of trust, before it will make a decree ; yet the decree, when made, will be against all the defendants seve- rally, as well as jointly, and the plaintiffs at their option may proceed against any one or more of the co-defendants, and recover the whole amount from those who are so singled out. It will then be for the trustees who have been compelled to satisfy the whole claim, to enforce their right to a contribution as against their co- trustees, (e) The rule of practice, requiring the presence of all the parties im- plicated in a breach of trust, was found to occasion considerable diflSculty, and the 32d General Order of August, 1841, was made to remedy this inconvenience. That order provides, that in all cases in which the plaintiff has a joint and several demand against several persons, either as principals or sureties, it shall not be necessary to bring before the court, as parties to a suit concerning such demand, all the persons liable thereto, " but the plaintiff may proceed against one or more of the persons severally liable." And this order has been judicially held to apply to suits by cestui que trusts against trustees for breach of trust.(/) And on the same principle, where the trust property has been assigned by the trustee, the plaintiff under this order might doubtless proceed against the assignee alone, without joining the trustee himself as a party. However, it is con- ceived that a cestui que trust, who is sued as having participated in the breach of trust, can scarcely be considered as coming within the order, for the demand against that cestui que trust and the trustees, could with difficulty be regarded as a joint and several demand. The relief afforded in equity, in case of a breach of trust, is two- fold.^ First, It is retrospective, in order to remedy the mischief already done; and secondly, prospective, with a view to the pre- vention of further injury. (d) Att.-Gen. «. Wilson, Cr. & Ph. 1, la way «. Johnson, Id. 319. [Norris «. 28; see Char. Corporation i). Sutton, 2 Wright, 14 Beav. 310; Hall i). Austin, Atk. 400, 406; Att.-Gen. v. Brown, 1 2 Coll. 570 (on the authority of Perry t). Sw. 265,306. [Cunningham 1). Pell, 5 Knott, merely). But see Penny w. Pen- Paige, 612.] ny, 4 Engl. L. & Eq. 55; Fowler v. (c) Ex parte Shakeshaft, 3 Bro. C. C. Reynall, 2 DeG.&Sm. 749, contra. The 198 ; KnatchbuU v. Fearnhead, 3 M. & 52d rule in Equity of the U. S. courts; Cr. 124. and the 49th in Penna., are the same as (/) Perry v. Knott, 5 Beav. 293 ; Kel- the above order.] ' In Goodwin v. Gornell, 2 Coll. C. C. 457, it was held that a solicitor advising a breach of trust, and profiting thereby, might be stricken ofTthe rolls. OF THE REMEDIES FOR BREACH OF TRUST. 765 *The court in the first place endeavors as far as possible to r^cooi replace the parties in the same situation as they would have been in, if no breach of trust had been committed. And for this pur- pose, where the trust property has been improperly disposed of, and is capable of being followed in specie, as where it consists of real estate, it will compel the trustee, or the party in possession (if the latter have taken with notice of the trust), to reconvey the estate to the purposes of the trust.((7)^ But in general, trust property cannot be followed, unless it has actually consisted of real estate before the commission of the breach of trust. For if a trustee for the purchase of land misappropriate the trust funds, and afterwards purchase real estate in his own name ; it has been held, that the cestui que trusts cannot maintain any spe- .cific claim to the lands so bought, unless they can show that the lands were actually purchased with the trust-moneys.(A) However, parol evidence will be admitted for the purpose of identifying the purchase as having been made with the trust-money. (i) And where the amount of the purchase-money paid by the trustee, corresponds very nearly with that of the trust fund to be invested, that will be an important fact of evidence to show that the purchase was made in execution of the trust.(A;) And if it can be actually proved by means of the cheques or otherwise, that the payment was made with trust-money, that will unquestionably be the best evidence for this purpose.(Z)^ (g) Mansell v. Mansell, 2 P. Wms. (i) Lowden v. Lowden, 2 Bro. C. C. 681 ; Gorges v. Pye, 7 Bro. P. C. 221 ; 583. 1 P. Wms. 128. (k) Ibid.; and see Small v. Attwood, ^{h) Kixk V. Webb, Prec. Ch . 84 ; Perry Younge, 507. V. Phillips, 4 Ves. 108. [See Roberts v. (/) Price v. Blackmore, 6 Beav. 507, Brooms, 1 Harringt. 571; Pharis v. 513. Leachman, 20 Alab. 683.] ' Ante, p. 164, &c., and notes ; Oliver v. Piatt, 3 How. U. S. 333 ; Bush v. Bush, 1 Strobh. Eq. 377 ; Bailey v. Inglee, 2 Paige, 278. In Heth v. Richmond R. R. Co., 4 Gratt. 482, the purchaser was, under the circumstances, only held liable for the purchase-money, with interest. ' As to the right to follow trust funds into land, see notes to p. 91, and p. 164; and Pierce v. McKeehan, 3 W. & S. 280 ; Turner v. Petigrew, 6 Humph. 438 ; MofEt V. McDonald, 1 1 Humph. 457 ; Garrett v. Garrett, 1 Strob. Eq. 96 ; Brothers V. Porter, 6 B. Monr. 106; Martin v. Greer, 1 Geo. Dec' 109: Cheshire v. Che- shire, 2 Ired. Eq. 569; see Blaisdell v. Stevens, 16 Verm. 79 ; 1 Greenl. Cruise, 357. The cestui que trust has the election to take the land, or the securities for it : Mur- ray V. Lylburn, 2 J. C. R. 441 ; Bonsall's Appeal, 1 Rawle, 474 ; Kaufman v. Crawford, 1 Watts & Serg. 134. In Oliver v. Piatt, 3 How. U. S. 333, the rule is thus laid down by Judge Story : " It is a clearly established principle in equity jurisprudence, that whenever the trustee has been guilty of a breach of the trust, and has transferred the property, by sale or otherwise, to any third person, the cestui que trust has a full right to follow such property into the hands of such third person, unless he stands in the predicament of a bona fide purchaser, for a valuable 766 OP THE REMEDIES FOB BREACH OF TRUST. So, if a trust estate be sold under a power, and the trustees, or the person acting as their agent, at the same time or very shortly after- wards, make a purchase of another estate, this will be regarded as one transaction. (m) And although the purchase-money paid for the second estate be of greater amount than the proceeds of the first sale, the same relief will, notwithstanding, be given, and the cestui que trusts will be decreed to have a lien on the estate so purchased, for the amount of the trust fund.(w) If the property cannot be followed in specie, or if the holder, having taken without notice, cannot be made liable to the trust, the trustee will be decreed to compensate the cestui que trusts by pay- ment of a sum equal to the value of the trust property, or by pur- chasing other property of equal value for their benefit.(o) And in all cases he will further be decreed to account for all rent and in- terest or other profit or advantage, received from the trust estate, or in any way arising from the breach of trust. (p) And in taking the account against the trustee, he will invariably be charged with the amount of principal and income, which would or (jn) Price v. Blackmore, 6 Beav. 507. U. S. 333 ; though all the money be not (n) 6 Beav. 507. paid; Flagg v. Mann, 2 Sumn. 459.] (o) Mansell v. Mansell, ubi supra: (p) Kaye t>. Powell, 1 Ves. jun. 408; Earl Powlelt D.Herbert, 1 Ves.jun. 297; Vandebentle v. Levingston, 3 Swanst. Pooock V. Reddington, 5 Ves. 794; 625; Forrest ti. Elwes, 4 Ves. 497; Po- French v. Hobson, 9 Ves. 103; Byrch- cock v. Reddington, 5 Ves. 794; 'Ba.tev. all V. Bradford, 6 Mad. 235; Fyler v. Scales, 12 Ves. 402; Cravvshay u Col Fj'ler, 3 Beav. 550. [Freeman v. Cook, lins, 15 Ves. 226 ; Docker v. Somes, 2 6 Ired. Eq. 379; Norman v. Cunning- M. & K. 655. ham, 5 Gratt. 72 ; Oliver w. Piatt, 3 How. consideration, without notice. And if the trustee has invested the trust properly, or its proceeds, in any other property into which it can be distinctly traced, the cestui que trust has his election either to follow the same into the new investment, or to hold the trustee personally liable for the breach of the trust. This right or option of the cestui que trust, is one which positively and exclusively belongs to him ; and it is not in the power of the trustee to deprive him of it by any subse- quent repurchase of the trust property, although in the latter case, the cestui que trust may, if he pleases, avail himself of his own right, and take back and hold the trust property upon the original trust ; but he is not compellable so to do. The reason is, that this would enable the trustee to avail hinlself of his own wrong ; and if he had made a profitable investment of the trust fund, to appro- priate the profit to his own benefit, and by a repurchase of the trust fund to charge the loss or deterioration in value, if any such there had been, in the mean time, to the account of the cestui que trust, — wherea#,'the rule in equity is, that all the gain made by the trustee, by a Wrongful application of the trust fiind, shall go to the cestui que trust, and all the tosses shall b^e borne by the trustee himself." See also. Ex parte Montefiore, De Gex, BankrJ R. 171. A cestui que trust has no right, however, to be subrogateS; to the claims of credi- tors, to the payment of whose debts the trust fund has befen misapplied. Winder V. Diffenderifer, 2 Bland. Ch. 198; see ante, 364, and note. OF THE EBMEDIES FOR BREACH OF TRUST. 767 might have been received from the trust estate, if no breach of trust had been *committed.(?)^ Fov instance, where the trust was |-^g23] to invest in stock, which the trustee neglected to do, and in the mean time the price of stock rose, the trustee was decreed to pur- chase as much stock, as might have been bought with the trust fund, at the time when it ought to have been invested ;(r) and many similar examples of the application of this doctrine might be adduced.(s)= Wherever a prima facie case of misconduct is made out against trus- tees, the plaintiff is entitled to a decree, that they shall account for whatever they might have received without their wilful default or neglect. And it is immaterial, that in a prior suit by other parties against them, for the same matter, a common decree for an account had been made in the usual way.(t) Upon the same principle, a trustee will be charged with interest on any sums retained uninvested by him, or lost through his misconduct. And the ordinary rate of interest so charged is four per cent. ;(w) although where the trustees have been guilty of gross neglect, or have committed an active breach of trust,— as by employing the trust funds in trade or otherwise, for their own benefit, — or their conduct has been fraudulent or improper, the rate of interest will be five per (g) Shepherd v. Twogood, T. & R. («) Hicks v. Hicks, 3 Atk. 274 ; Den- 379: Pride v. Fooks, 2. Beav. 430; ton a)..Shellard, 2 Ves. 239; Lincohi u. Roche t). Hart, 11 Ves. 60. Allen, 1 Bro. P. C. 553; Perkins v. (r) Byrchell v. Bradford, 6 Mad. 235, Bayntun, 1 Bro. C. C. 375 ; Newton v. 240; Pride r. Fooks, 2 Beav. 430; see Bennett, lb. 359; Littlehales v. Gas- Dimes V. Scott, 4 Russ. 195; ut supra, coigne, 3 Bro. C. C. 73; Franklin v. p. 371. Frith, lb. 433; Younge v. Combe, 4 (s) French v. Hobson. 9 Ves. 103; Ves, 101; Longmore v. Broom, 7 Ves. Pocock V. Reddington, 5 Ves. 794. 124 : Roche v. Hart. 11 Ves. 58 ; Tebbs (() Shepherd v. Twogood, T. & R. v. Carpenter, 1 Mad. 290 ; Mousley v. 379; see Pybus v. Smith, 1 Ves. jun. Carr, 4 Beav. 49; Hosking ii. NichoUs, 193. [See on this point, Coope v. Car- 1 N. C. C. 478. [See Merrick's Est., 1 ter, 15 Engl. L. & Eq. 591.] Ashm. 305.] ' Where land has been sold in breach of trust, there has been some difference among the cases, as to the time at which its value is to be estimated, iu holding the trustees liable. In Hart v. Ten Eyck, 2 J. C. R. 62, a case of fraud, the time of filing the bill was held to be the proper period, there having been a rise in value. In Norman v. Cunningham, 5 Gratt. 64, the court was equally divided on the point ; but the time of sale of the property was that fixed by the decision ; accord, Ames V. Downing, Bradf Surr. 325 ; see Heth v. Richmond, &c., R. R. Co., 4 Gratt. 482; Johnson v. Lewis, 2 Strob. Eq. 157. Where a trustee, in breach of trust, mixes slaves with his own, the cestui que trust is not confined to profits, but may have the usual rate of hire. Johnson v. Richey, 4 How. Miss. 233 ; see also Rains- ford V. Rainsford, Rice's Eq. 369. ^See, on this subject, notes, ante, p. 371, 374; and the note to Sellick v. French, 1 Am. Lead. Cas. 529. 768 OF THE REMEDIES FOE BKEAOH OF TRUST. cent.(a;) But mere ordinary negligence on the part of a trustee, will not be a sufficient reason for charging him with five per cent, in- terest.(^)' Where a strong case of corrupt or improper conduct is established against the trustee, or if he has acted in direct contravention of an express trust to accumulate, he will be charged in addition with an- nual or half yearly rests, in the nature of compound interest.(z) In Walker v. Woodward,(a) the husband of an administratrix had carried on a farming business with the assets of the intestate, and in his an- swer he admitted, that he had made a profit, but as he had kept no accounts, and had blended the transactions of the farm with his other concerns, he could not set forth the amount of the profits. The ac- count was ordered to be taken against him, with annual rests, and interest at five per cent, on those annual rests. However, it has been r*'i241 ^^'^^ down, that interest is never given on *the rents of real estate :(6) and it is also against the general practice to direct interest to be calculated on the arrears of an annuity.(c)^ The court will sometimes relax its general rule, and will refuse to charge a trustee with past interest in case of a breach of trust, although he is decreed to make good the corpus or capital of the trust fund :{d) or interest will be given only from the time of filing the bill.(e) However, this leniency will not be shown, unless the trustee had sufficient grounds for the misapprehension of his duties, and he must also have afforded the court every facility for the inves- tigation of the claim.(/) So interest has been refused on account of the staleness of the de- (z) Treves i;. Townsend, 1 Bro. C. C. Russ. 107; vide supra [Investment], p. 384; Forbes v. Ross, 2 Bro. C. C. 430; 379. Piety V. Stace, 4 Ves. 620; Pocock v. (a) 1 Russ. 107. Rediiington, 5 Ves. 794; "Roche v. Hart, (6) Macartney v. Blackwood, 1 Ridg. 11 Ves. 60; Domford v. Dornford, 12 L. & S. 602. Ves. 127; Ashburnham v. Thompson, (c) Robinson v. Gumming, 2 Alk. 13 Ves. 402; Bate ti. Scales, 12 Ves. 402; 409; Crewze i;. Hunter, 2 Ves. jun. 157;- Crackelt v. Bethune, 1 J. & W. 586; Tew v. Earl of Winterton, 1 Ves. jun. Heathoote v. Hulme, lb. 122; Att.-Gen. 451; Booth v. Leycester, 3 M. & Cr. V. Solly, 2 Sim. 518 ; Brown v. Sansome, 459; Martin v. Blake, 2 Dr. & W. 125. 1 M'Clel. & Y. 427 ; Sutton v. Sharp, 1 But see Hyde v. Price, 8 Sim. 578. Russ. 146; Mousley t;. Carr, 4Beav. 49; (cZ) Bruereii.Pemberton, 12Ves. 386; supra, PI. [Investment.] Massey v. Banner, 4 Mad. 419; Hooper (y) Roche v. Hart, 11 Ves. 58. v. Goodwin, 1 Sw. 485, 493 ; O'Brien v. (s) Stackpole v. Stackpole, 4 Dow. O'Brien, 1 MoU. 533. 209 ; Brown v. Southouse, 3 Bro. C. C. (c) Lee v. Brown, 4 Ves. 369. 107; Raphael v. Boehm, 11 Ves. 92, (/) See Att.-Gen. i). Caius College, 2 13 Ves. 407, 590; Dornford t). Dornford, Keen, 150,167; Att.-Gen. «. Prettyman, 12 Ves. 127; Walker v. Woodward, 1 4 Beav. 462. ' On the subject of interest against trustees, see ante, note to p. 374. 2 As to compound interest, see ante, 374, and note. OF THE KEMEDIES FOR BREACH OP TRUST. * 769 mand ;{g) and, in one instance, owing to the small amount of the sum in question.(A) It is, in the case of trusts for charities, how- ever, that the discretion of the court has most frequently been exer- cised in refusing to direct a retrospective account against the trustees ; and where there has been a bona fide misapprehension by the trustees, the account against them will usually be confined to the time of filing of the bill.(i) It may be observed, that interest will not be given against a trus- tee, unless it be prayed by the bill.(^) And the question- must be disposed of at the hearing on further directions, and cannot regularly be brought forward by petition. (Z) A trustee, against whom a decree is made with interest, will not necessarily be fixed with the costs, if the suit be not occasioned en- tirely by his misconduct.(»i) But where his breach of trust is the sole occasion of bringing the parties into court, he will be decreed to pay the costs. (w) The discretion of the court on this point, will be governed by the conduct of the trustee in each individual case. But the further consideration of the subject will be reserved more conve- niently for a future place, (o) The relief against a breach of trust is, in the second place, prospective, in order to prevent further injury. And with this view, the old trustees will be dismissed from their office, and others ap- pointed in their room.(p)^ But it is not every act amounting to a breach of trust which will induce the court to remove a trustee. The acts or omissions must be such as to endanger the trust property, or to show a want of honesty, or capacity *to execute the r:|!C9c-i duties.(5r) And where the failure in duty has proceeded from (g) Merry v. Ryves, 1 Ed. 1. (n) Craokelt v. Bethune,' 1 J. & W. (/i) Bone V. Cooke, 13 Price, 343; 1 589; Tebbs v. Carpenter, 1 Mad. 308; M'Clel. 16S. vide supra, Pt. III., Div. I., Ch. II., Sect. (0 Ante. Pt. III., Div. II., Ch. II., Sect. 2, V., p. 368. 2, XIII., p. 470, and cases cited. (o) Vide post (Costs), p. 551. [All (A) Weymouth v. Beyer, 1 Ves. jun. parties concurring are liable in costs 426; Bruere t). Pemberton, 12 Ves. 389; without regard to the degree of culpa- see Hooper v. Goodwin, 1 Swanst. 493. bility. Lawrence u. Bowles, 2 Phill. 140.] (/) Crewzej).Lowth,4Bro.C.C.316; (p) Att.-Gen. u. Mayor of Coventry, Bruere v. Pemberton, 12 Yes. 391. 7 Bro. P. C. 235 ; Ex parte Greenhouse, (tti) Newton v. Bennett, 1 Bro. C. C. 1 Mad. 92; Att.-Gen. v. Shore, 7 Sim. 362: Raphael B. Boehm, 11 Ves. Ill; 309, n.; Att.-Gen. v. Drummond, 1 Dr. Asliburnham I). Thompson, 13 Ves. 404; & W. 353 ; 3 lb. 162. overruling Seers u. Hind, 1 Ves. jun. 294. (g) 2 Story, Eq. Jur. H289. ' See ante, p. 190, 191, and notes; Parsons v. V\^inslow, 6 Mass. 361 ; Cooper V. Day, 1 Rich. Eq. 26; Gibbes v. Smith, 2 Id. 131 ; Thompson v. Thompson, 2 B. Monroe, 161; Johnson's Appeal, 9 Barr, 416 ; Matter of Mechanics' Bank, 2 Barb. S. C. 446. 49 770 OF THE DISCHARGE OP A BREACH OF TRUST. misunderstanding ;(r) or from following the long uninterrupted prac- tice of their predecessors without any improper motive, the court has refused to discharge them from the trust.(s) In case of improvident or improper conduct on the part of a trus- tee, the court will refuse to order a trust fund, which had been paid into court, to be made over to him, but will retain it in court for the benefit of the persons beneficially interested. (<)' A receiver will also be appointed of the trust property, for its im- mediate and temporary protection against any further breaches of trust by the existing trustees, wherever the circumstances of the case render such a precaution advisable.(M) A plaintiff, who seeks to charge a trustee with the consequences of a breach of trust, is bound so to state his case upon the bill, that the circumstances alleged, if proved, must necessarily and at all events constitute a breach of trust. Therefore, if certain payments by the trustees are complained of as illegal, but under certain circum- stances, which are not negatived. by the bill or information, the pay- ments in question might be justifiable, a demurrer to the bill for want of equity will be allowed. (2;)^ 2d. Of the discharge of a breach of trust.^ A trustee may be exonerated from the consequences of a breach (r) Att.-Gen. v. Coopers' Company, («) Ante, p. 212. [Calhoun ?). King, 19 Ves. 192. 5 Alab. 523 ; see a learned discussion (s) Atl.-Gen. v. Caius Coll., 2 Keen, of this point in Beverley 0. Brooke, 4 150; vide supra, p. 166. Gratt. 208.] (i) Packwood v. Maddison, 2 S. & (x) Att.-Gen. v. Mayor of Norwich, St. 232. 2 M. & Cr. 406, 422. " See Clagett v. Hall, 9 G. & J. 80; Contee v. Dawson, 2 Bland. Ch. 264. A party having a contingent interest, is entitled to have the trust fund, in a proper case, paid in. Ross v. Ross, 12 Beav. 89. See post, p. 550. ^ The general presumption is, in the first instance, in favor of due discharge of the trust, especially where there may be two constructions of an act; and, therefore, the cestui que trust complainant must make out his case affirmatively. Maccubbin v. Cromvrell, 7 G. & J. 157 ; McGinn v. Shaeffer, 7 Watts, 412. The trustee will not be liable for breaches of duty not specifically alleged. Smith v. Smith, 4 J. C. R. 445; see Cooper v. Cooper, 1 Halst. Ch. 9. In Harrison u. Mock, 10 Alab. 196, however, fresh malversations, after bill filed, were permitted under the circumstances of the case, to be proved, without amendment or supplemental bill. See as to the practice on directing inquiries with regard to wilful default, Coope V. Carter, 15 Eng. L. & Eq. 591. ' Though, in general, none but the cestui que trust can interfere to set aside a purchase by the trustee of the trust property, Wilson v. Troup, 2 Cow. 195; Beeson v. Beeson, 9 Ban, 279; see ante, 159, &c., and notes: yet his right so to do may be one to which creditors are entitled; in which case a confirmation by him will not affect these intermediate rights. Iddings v. Bruen, 4 Sandf Ch. 223 ; Bruch v. Lantz, 2 Rawle, 392. OF THE DISCHARGE OF A BREACH OF TRUST. I'll of trust, either by an express release from the cestui que trusts, or by their having concurred or acquiesced in its commission.^ A deed of release by cestuis que trusts to their trustees, must be made with full information of all the circumstances, and of the full extent of the liability of the trustees : and to avoid any question on this point it is highly desirable, that the whole of the facts should be fully recited in the deed. In the case of Walker v. Sjvnonds,{i/) where the law on this subject was carefully considered by Lord Eldon, a deed of compromise by a cestui que trust was rescinded, and the co-trustees were held responsible for the loss of the trust fund, on the ground that the cestui que trust had not proper information of her own rights and the liabilities of the trustees at the time of executing the deed. It is almost needless to add, that a release of this description is perfectly worthless, if obtained by any suppression of facts, or fraudulent representations, or other undue practice on the part of the trustee :(s) and for this purpose imperfect information will be re- garded as equivalent to concealment.(a) In the late case of Wedderburn v. Wedderburn,(J) the executors and trustees of a testator, who were also his partners, had caused a valuation to be made of the testator's share of the partnership assets, and debited *themselves with the amount of that valuation, as held by them in trust for the residuary legatees. They then continued the partnership business, without taking out and in- vesting the amount due to the testator's estate, and thus rendered themselves liable for a breach of trust. A release was taken from the several cestui que trusts in respect of their shares, as they respec- tively came of age ; but, in accounting for their several shares, no allowance was made to them in respect of any share in the profits of the business, which had been carried on, partially, with the trust capital. A suit was brought against the trustees, to charge them with the amount of those profits, and a decree was made against them, one of the grounds of that decision being, that the release was ob- tained by the trustees without affording due information to the ces- (y) 3 Swanst. 1 ; see 59. (o) 3 Swanst. 73. [See Ringgold v. («) Leonard v. Leonard, 2 Ball & B. Ringgold, 1 Har. & Gill, 11; Briers v. 171; Jarvis v. Duke, 1 Vern. 19; Bro- Hackney, 6 Geo. 419.] derick v. Broderick, 1 P. Wms. 239; (6) Wedderburn v. Wedderburn, 2 Cann v. Cann, lb., 727, 8; Gordon v. Keen, 722, 749; S. C, 4 M. & Cr. 41, Gordon, 3 Swanst. 400; Ullderwood v. 52. Stevens, 1 Mer. 713. [*526] ' See ante, notes to p. 159, 168. A breach of trust may also be discharged by will, in which case it will not be necessary to show good faith in procuring the confirmation. Slump v. Gaby, 22 L. J. Ch. 352. As to when a legacy will be in satisfaction of a breach of trust, see Bensusan v. Nehemias, 4 Eng. L. & Eq. 143. 772 OF THE BISCHARGB OF A BREACH OF TRUST. tui que trusts as to the real nature and effect of the transaction. (6) In this case, the bill was not filed until twenty-two years after the eldest, and more than ten years, after the youngest, of the cestui que trusts had attained the age of twenty-one. It is almost superfluous to remark, that a good release can only be made by a person who is suijuris.^ Any such instrument, executed by a person under disability, as by an infant or feme coverte, will be merely inoperative. (e) And the protection, in respect of infancy, will be continued after the infant has attained his full age, and until he has obtained all the information which might have been had in adult years. (ci)^ However, it has been decided, that where unsettled demands be- tween a trustee and his cestui que trust have been referred to arbi- tration, and the reference has been made a rule of court under the' statute, a court of equity has no jurisdiction to set aside the award of the arbitrators, though it was made in ignorance of facts, which were in the exclusive knowledge of the trustee, and which had been unduly suppressed by him. For where the parties refer their differences to an arbitrator, they put themselves at arms' length from each other, and the cestui que trust is at liberty to ask the trustee all manner of questions. And this reasoning, unsatisfactory as it appears, was adopted and approved of by Lord Eldon in affirming the decision of Sir Thomas Plumer in the case referred to.(e) The concurrence of the cestui que trust in the breach of trust, un- questionably precludes the party so concurring from afterwards ques- tioning the propriety of that act.(/) Indeed, his participation in the improper act will render him frimarily liable to make good any loss to the other cestui que trusts to the extent of his interests in the (6) Wedderburn v. Wedderburn, 2 Wedderbum v. Wedderburn, 4 M. & Keen, 722,749; S. C, 4 M. & Cr. 41, 52. Cr. 41, 50. (c) See Bateman ■U.Davis, 3 Mad. 98; (e) Auriol ?;. Smith, T. & K. 121, 136. Ryder v. Bickerlon, 3 Swanst. 82, n. (/) Walker v. Symonds, 3 Svranst. [See ante, 144, note, as to fraud.] 64; Brice v. Stokes, 11 Ves. 326; Nail {d) Walker v. Syraonds, 3 Swanst. v. Punter, 5 Sim. 555. 69; Overton v. Banister, 3 Hare, 503; ' So, where the interest of the cestui que trust is made inalienable (under the New York statute), his assent will not relieve the trustee- from the consequences of a breach of trust, in selling the lands : Hone v. Van Schaick, 7 Paige, 221. 2 Settlements between guardian and ward, just after the latter has come of age, are regarded with great suspicion ; and proof of everything requisite to make them valid, is necessary: Elliott v. Elliott, 5 Binn. 8; Say v. Barnes, 4 S. &E. 114; Luken's Appeal, 7 W. & S. 48; Stanley's Appeal, 8 Barr, 431; Walleri). Armistead, 2 Leigh, 11 ; Fish v. Miller, 1 Hoff. Ch. 267; Brewer w. Vanarsdale, 6 Dana, 204; Johnson v. Johnson, 2 Hill's Eq. 277 ; Williams v. Powell, 1 Ired. Eq. 460. But in Kirby v. Taylor, 6 J. C. R. 242, it was said that such a release by the ward to the guardian, given freely and fairly, without any fraud, misre- presentation, or undue practices, would be valid. OF THE DISCHARGE OF A BREACH OP TRUST. 773 trust estate.(^) However, this concurrence will not prejudice the cestui que trust, unless it be made with the knowledge, that the act in question was a breach of trust.(A) The remedy for a breach of trust may also be barred by the acquiescence of the parties, who are entitled to call it in question.(t) For instance, where a tenant for life had permitted the fund *to remain in the hands of one of two r*g27-l co-trustees alone for ten years without any complaint, he was L not suffered to charge the other trustee with the interest.(^) And acquiescence for six years has been held a sufficient bar.(Z) And where a party lies by for twenty-five(m) or eighteen years,(w) he has been held to be precluded by his laches from afterwards asserting his rights. But length of time will not have the same effect as a bar to the relief, where the relation of trustee and cestui que trust is still subsisting, but in that case, relief will be granted after a lapse of time which would otherwise have unquestionably operated as a bar. Thus, in Wedderburn v. "Wedderburn,(o) the bill was not filed until twenty-two years after the eldest, and more than ten years after the youngest, of the cesttd que trusts had reached twenty-one, and the relief was granted principally on the ground that the relation of trustee and cestui que trust was still subsisting between the parties. (o)' It has been already stated, that no acquiescence will prejudice a person who is ignorant of his rights -.{p) and equity has repeatedly relieved against a breach of trust, notwithstanding the length of ex- press or implied acquiescence, where the cestui que trust has not had due information of the circumstances. (§') (g-) Booth V. Booth, 1 Beav. 125, (12) Gregory u Gregory, Coop. 201; 130; Greenwood v. Wakeford, lb. 576; Jac. 631. Kellaway v. Johnson, 5 Beav. 319; (0) Wedderburn v. Wedderburn, 2 Lord Montfort v. Lord Cadogan, 17 Ves. Keen, 749 ; 4 M. & Cr. 52. 490; Lincoln i>. Wright, 4 Beav. 427; (p) Walker v. Symonds, 3 Svvansf [McGachen «. Dew, 15 Eng. L. & Eq. 64; Cholraondley v. Clinton, 2 Mer. 100.] 362; Blennerhasset v. Day, 2 Ball & B. (A) Walker v. Symonds, 3 Sw. 64; 137; ante, p. 168, 265. [Prevost v. Buckeridge v. Glasse, Cr. & Ph. 135, 6. Gratz, Pet. C. C." 367 ; 6 Wheat. 487; (i)Bricet).Stoke5, 11 Ves. 3I9;Lang- Mellish Est., 1 Pars. Eq. 486; Beeson ford ■!;. Gascoigne, lb. 333; Walker v. v. Beeson, 9 Barr, 300.] Symonds, 3 Sw. 64; Harden t;. Parsons, (g) Ryder v. Bickerton, 3 Sw. 80, 1 Ed. 145; Walmesley v. Booth, 2 n.; Underwood w. Stevens, 1 Mer. 712; Atk. 25. Adams V. Clifton, 1 Russ. 207; Bowes (t) Brice U.Stokes, 11 Ves. 326. v. London Waterworks Company, 3 (0 Walmesley I). Booth, 2 Atk. 25. Mad. 375; Jac. 324; Randall ?j. Er- (m) Blennerhasset v. Day, 2 Ball & rington, 10 Ves. 423; Wedderburn v. B. 128. [Villines v. Norfleet, 2 Dev. Wedderburn, 2 Keen, 749; 4 M. & Cr. Eq. 167.] 52; ante, p. 143, 250. ■ See as to acquiescence, ante, page 168, 169, and notes; Phillipson v. Gatty, 7 Hare, 516; and Munch v. Cockerell, 5 My. & Cr. 178 ; Villines v. Norfleet, 2 Dev.Eq. 167. 774 OP THE DISCHARGE OF A BKEACH OF TRUST. It lies upon the trustee, ■vrho rests his defence on the acquiescence of the cestui que trusts in the breach of trust, to prove that they had knowledge or notice of the facts.(?") But where there is doubt on that point, the court will refer it to the Master to inquire and report as to the existence of such knowledge, or notice.(s) But this refe- rence will not be directed where the defence of acquiescence is not raised by the answer, and is not satisfactorily proved by the evidence, (i) However, even where the cestui que trust obtains a decree in his favor, after a considerable lapse of time, on the ground that he had no information of the breach of trust; yet if he have been guilty of negligence in not informing himself of his rights with a view to their due assertion, the court has shown its disapprobation of his laches, by limiting the account to the time of filing the bill, and by refusing the plaintiff" his costs of the suit.(M) The acquiescence must be by persons competent to bind them- selves by their acts, for the consent of infants or married women to an act, which is a breach of trust, will not prejudice them, and on the removal of their disability, they will be entitled to a decree against their trustees. («) Although *the case may be diffe- '- -^ rent, where the act of the infants or femes eoverte amounts to fraud by them on their trustee. (2/) The acquiescence of a cestui que trust entitled in remainder after an existing life interest, will not be binding on him during the con- tinuance of the preceding life estate ; for until his own title accrues in possession, he has no immediate right to interfere in the adminis- tration of the trust property.(2) The Statutes of Limitation are no bar to the remedy of a cestui que trust against his trustee for a breach of trust. («) Although, as we have already seen, a court of equity adopts to its fullest extent the analogy of those statutes, and refuses relief to a party who lies by for a lengthened period, after notice of the breach of trust. (&)' (r) Randall v. Errington, 10 Ves. 428 : Cr. 41, 50 ; March v. Russell, 3 M. & Lincoln «. Wright. 4 Beav. 427 ; Downes Cr. 31, 42. V. Grazebrook, 3 Mer. 208 ; ante, p. 169. (?/) See Ryder v. Bickerton, 3 Sw.82, (s) Walker v. Symonds, 3 Swanst. n. ; Cory v. Gertchken, 2 Mad. 40 44; Broadhurstu. Balguy, 1 N. C. C. 16. [See Davis v. Tingle, 8 B. Monr. 539 («) Lincoln v. Wright, 4 Beav. 427. Hall v. Tiramons, 2 Rich. Eq. 120 (u) Bowes V. East India Waterworks Stoolfoss v. Jenkins, 12 S. & R. 399 Company, 3 Mad. 384; ante, p. 169, Wright v. Snowden, 2 De G. & Sm. &o. 321; ante, p. 144, note.] (a:)SeeRyderi;. Bickerton, 3 Swanst. (2) Bennett v. Coley, 5 Sim. 181; 2 82, n. ; Bateman v. Davis, 3 Mad. 98; M. & K. 225; ante, p. 266. Kellaway v. Johnson, 5 Beav. 319; (a) Mihies ■«. Cowley, 4 Price, 103; Buckeridge v. Glaisse, Cr. & Ph. 136; ante, p. 264. Wedderburn v. Wedderburn, 4 M. & (i) Ante, p. 264, and see Smith v. Clay, 3 Bro. C. C. 639, n. ' See ante, p. 264, and note; and Scott v. Haddock, 11 Geo. 258. / OP THE DISCHARGE OF A BREACH OF TRUST. 775 The usual clause in trust deeds, providing for the indemnity of the trustees, does not extend to exonerate them from the conse- quences- of a breach of trust.(c) The discharge of a trustee under the Insolvent Act is no bar to an equitable demand against him by his cestui que trusts in respect of a breach of trust, where the amount for which he is liable has not been ascertained.{d) Although it would be different where the debt cre- ated by the breach of trust is ascertained and determined, either by a decree in a suit, or by an account settled between the parties, and where the debt (being thus specifically in existence) is included by the insolvent in the schedule of debts filed by him under the act.(e) And the same distinction obtains with regard to the operation of a bankrupt's certificate. If the debt created by the breach of trust be ascertained in its amount, so that it may be proved against the bank- rupt's estate, it will be discharged by the certificate.(/) But where the extent of the bankrupt's liability, if any, still remains to be deter- mined, and the amount consequently cannot be proved as a debt under the fiat, the certificate will be no answer to a suit afterwards instituted by the cestui que trust.{g) Where a trustee had given a bond for the due administration of the trust, and upon the commission of a breach of trust, the cestui que trust had sued and recovered upon the bond at law, that is no discharge of the breach of trust, but the cestui que trust may still compel a specific performance of the trust, although the relief will be given him only on the terms of repaying to the trustee with inte- rest, the sum recovered on the bond. (A) In the absence of any express release, the conduct of a cestui que trust may also amount to a waiver of his right to relief against a trustee for a breach of trust, so as to preclude him from afterwards asserting that right. *Thus, where there has been a suit between the trustee and the cestui que trusts, in which they might have brought for-C*^^^] ward any claim against the trustee in respect of his conduct in the trust, and they have suffered the decree to be made without advancing any claim, they will not be permitted to commence any subsequent proceedmgs against the trustee for a breach of trust, (e) But if the question of the breach of trust could not have been raised in the first suit, a cestui que trust, although a party to that (c) Mucklow.. Fuller, Jac. 198; see (/) Samuel v. Jones, 2 Hare, 246- Langstoa .. Ohyant, Coop. 33. see Wall .. Atkinson, 2 Rose, 196 ' Jd) Buckeridge .. Glasse, Cr. & Ph. (g) See Ex parle Mare, 8 Ves. 335. .'. o 1 -J ^, W Morecroft i). Bowling, 2 P. Wms. (e) Buckeridge v. Glasse, Cr. & Ph. SM 127, 132; Gibbons v. Hawley, 2 Hare, (i) Guidioi v. Kinton, 6 Beav. 517. 776 OF THE BANKEUPTCY AND suit, will not be precluded from instituting a subsequent suit of his own, charging the trustee with a breach of trust.(A) For instance, where there had been a legatee's suit, in which the usual decree was made for taking the accounts and for ascertaining the residue, and A. B. had gone in before the Master under that decree, and claimed the residue, but no final decree had been made in the legatee's suit; it was held, that A. B. was not precluded from instituting a fresh suit against the executor, to charge him with a breach of trust in respect of his accounts. (?) [*530] ^CHAPTER II. OF THE BANKEUPTCY AND INSOLVENCY OP TEUSTEES. Real or personal property, which is held upon an express trust, is not within the intent of the Bankrupt or Insolvent Acts, and will not pass to the assignees on the bankruptcy or insolvency of the trustee. (a)' However, if the trust be merely constructive, and the equity against the bankrupt or insolvent be at all doubtful, the legal estate will vest in assignees ; although it will remain liable in their hands to all the same equities that might have been enforced against the bankrupt. (6) Where a declaration of the trust has been made by the trustee, the title of the cestui que trusts will be complete as against his as- signees upon his bankruptcy, although the property consists of choses in action, and no notice of the title of the cestui que trusts is given to the parties liable to the payment, (c) And where a trust of land is actually created previously to the bankruptcy of the trustee, but no written declaration of the trust is executed by him until after the commission of an act of bankruptcy, the subsequent declaration is (Jc) Guidici v. Kinton, 6 Beav. 517. Wright, 2 Hare, 120 ; Ex parte Kensing- (0 Ibid. ton,2V. &B. 79. (a) Copeman ii. Gallant, 1 P. Wms. (6) Taylor ii. Wheeler, 2 Vern. 564; 314; Joy v. Campbell, 1 Sch. & Lef. Bennet v. Davis, 2 P. Wras. 316; Car- 328 ; Winch «. Keeley, IT.R. 619; Ex penter v. Marnell, 3 B. & P. 40; see parte Gillett, 3 Mad. 28; Garderi). Eowe, Waring v. Coventry, 2 M. & K. 406. 2 S. & St. 346; 5 Russ. 258; Pinkett v. (c) Pinkett v. Wright, 2 Hare, 120. 1 Kip V. Bank of N. Y., 10 John. 63; Blin v. Pierce, 20 Verm. 25; Ontario Bank v. Munford, 2 Barb. Ch. 596; Hynson v. Burton, 5 Pike, 496 ; Price v. Pol- lard, 2 Dallas, 60; Kennedy v. Strong, 10 John. 289; Clarke i;. Minot, 4 Meto. 346; see Ingraham on Insolvency, 64. INSOLVENCY OF TRUSTEES. 777 sufficient evidence of the title of the cestui que trusts, and will ex- clude any claim by the assignees of the trustee. ((i) The distinction between property, belonging beneficially to a bank- rupt or insolvent, and that which is vested in him as a trustee, is recognised and acted upon by courts of law. Therefore where a debt or other chose in action has been assigned for a valuable con- sideration, and the assignor afterwards becomes bankrupt, it has been held that the legal title did not pass to his assignees, but re- mained in the bankrupt as trustee for the person to whom he had assigned it, and that an action might be brought in the bankrupt's name against the debtor to recover the debt.(e) Where the title of the cestui que trust to the property in the bank- rupt's possession is not conclusively established, a reference will be directed to the Master to ascertain and report upon the existence of any trust ;(/) or in some cases the court will direct an issue to be tried at law with the view of determining that question. (^) Trust property may be followed into the hands of the bankrupt or insolvent trustee whenever it is of a tangible nature ; and this right exists not only with respect to lands or other real estate,(7i) but also as to such *personal and movable effects as are capable of p^roi-i being identified. (i) For instance, money or goods that are L -' ear-marked ;(A) or plate, &c. ;(Z) or furniture ;(m) or a sum of stock standing in the bankrupt's name ;(?i) or a policy of insurance ;(o) or shares in a trading or banking company ;[p) may be so followed ; and it is immaterial, that the trust property is blended with other pro- perty of the same nature belonging beneficially to the trustee. (gf) However, where a sum of stock, or a number of shares, part of which are held in trust, are standing in a person's name, without anything to distinguish the part which belongs to him beneficially, from that which is vested in him as trustee, and the trustee disposes of the whole of the property, and afterwards repurchases other stock or shares, and there are no means of identifying the repurchased pro- (d) Gardners. Ro we, 2 S. & St. 346; 579. [Kip v. Bank of N. Y. 10 John. 5 Russ. 258. R. 65 ; Kennedy v. Strong, Id. 289.] (e) Winch v. Keeley, 1 T. R. 619; (A) Ex parte Smith, 4 Deac. & Ch. Carpenter v. Marnell, 3 B. & P. 40 ; 579. [Kip u. Bank of N. Y., 10 John. Dangerfield v. Thomas, 9 Ad. & E. 292. 65.] [Hynson v. Burton, 5 Pike, 496; Blin (/) Ex parte Marsh, 1 Atk. 158. V. Pierce, 20 Verm. 25; Clarke v. Minot, {m) Ex parte Martin, 19 Ves. 491. 4 Metcalf. 346; see Ontario Bank v. (n) Ex parte Gillett, 3 Mad. 28; Munford, 2 Barb. Ch. 616.] Pinkett v. Wright, 2 Hare, 129. (/) Ex parte Gillett, 3 Mad. 28. (o) Bozon v. Bolland, 1 Mont. &. Bl. (^) Gardner v. Rowe, 2 S. & St. 346. 67 ; 1 1 Sim. 124 ; Duncan v. Chamber- (A) Ibid. laine, 11 Sim. 121. (i) Copeman v. Gallant, 1 P. Wms. (p) Pinkett v. Wright, 2 Hare, 120. 314 ; Ex parte Smith, 4 Deac. & Chilt. (g) Ibid. 778 OP THE BANKRUPTCY AND ' perty with that originally held by him as trustee, the court would have great difficulty in fastening the trust specially on the property so repurchased. (/•) But in the case suggested above, if a fart only of the stock or shares, standing generally in the trustee's name, were disposed of by him, the court will presume that the disposition was confined to that part which belonged beneficially to him, and which he had the right to dispose of, and that he had no intention of deal- ing with the part held by him as trustee. For instance, if one sum of 20,000Z. consols were standing in the name of A., who was trus- tee of one moiety and beneficial owner of the other moiety, and A. were to sell and transfer 10,000Z. of the stock, the court, as against A. and his assignees in bankruptcy or insolvency, would hold, that the 10,000Z. transferred was the property of the bankrupt, and the remaining 10,000Z. continued subject to the trust. (s) Where the trust property does not remain in specie, but it has been actually sold or made away with by the trustee, the cestui que trusts have no longer any specific remedy against any part of his estate on his bankruptcy or insolvency, but they must come in pari passu with the other creditors, and prove against the trustee's estate for the amount due to them.(^)' Where the claim of the cestui que trust is for an amount already ascertained, or which may be readily ascertained by computation, it will be admitted to proof as a matter of course ; as where it is for a sum of money either actually paid over to the trustee upon the trust,(M) or appearing to be due from him on the balance of his accounts, (a;) or for which he has been de- clared liable by a decree of the court,(?/) or a legacy,(«) or a sum of stock ;(a) for such claims amount to good *equitable ■- -' debts. (6)(1) And interest on the amount of the original (r) 2 Hare, 128. [But see Kip v. (y) See Samuel v. Jones, 2 Hare, Bank of N. Y., 10 John. R. 65.] 246; Gibbons v. Hawley, lb. n.; Wall (s) 2 Hare, 129. v. Atkinson, 2 Rose, 196. It) Ex parte Shakeshaft, 3 Bro. C. C. (z) Ex parte Heald, 12 Law Jour. 196 ; Keble v. Thompson, lb. HI; Ex N. S., Bankr. 37. parte Watson, 2 Ves. & B. 414: Ex (a) Ex parte Shakeshaft, 3 Bro. C. parte Fairfield, 1 Gl. & J. 221. ' C. 196; Ex parte Fairfield, 1 Gl. & J. (ti) Keble v. Thompson, 3 Bro. C. C. 221. Ill; Biok iJ. Motley, 2 M. & K. 312. (6) Archb. Bankrupt Law, 99, 9lh (_x) Ex parte Watson, 2 Ves. & B. ed. 414; Ex parte Richardson, 3 Mad. 138. (1) However, it has been decided, that an equitable debt, though provable, could not be made the foundation of a commission, as the petitioning creditor s debt. Ex parte Yonge, 3 V. & B. 40 ; Ex parte Williamson, 2 Ves. 252. ' But where money, the proceeds of trust goods, is kept separate and distinct, as where it is deposited in bank, in the trustee's name, it will not pass to his as- signees. Kip V. Bank of New York, 10 Johns. R. 65. INSOLVENCY OF TRUSTEES. 779 claim may also be included in the proof.(c) But where the demand against the trustee is founded on a breach of trust, and the extent of his liability has not been determined by the decree of the court, and d fortiori if the commission of any breach of trust, and the existence of any liability at all be still uncertain, there will then be no exist- ing debt, which can be proved under the bankruptcy or insolvency, or discharged by the certificate, but the cestui que trusts may still prosecute and establish their claim against him by any subsequent proceedings, notwithstanding his certificate or discharge, (ci)^ Upon the bankruptcy of a trustee, who is indebted to the trust estate, the debt may be proved by any one or more of the cestui que trusts ;{e) or upon their petition, the court will make an order for the appointment of a new trustee, who will be at liberty to go in and prove for the amount due from the bankrupt's estate. (/) And in some cases the court, without ordering a new trustee, will appoint a person to prove on behalf of the cestui que trusts, the costs of the appearance of the assignees to be paid out of the bankrupt's estate. (^f) So the father of infant cestui que trusts has been allowed to make the proof upon obtaining an order of the court ;{h) and on one occa- sion the court directed that the son of the cestui que trust might prove for the amount, retaining the dividends until further order. (i) Where a petition is presented by cestui que trusts, or by the bankrupt trustee himself, for leave to prove against the estate for the amount of a trust fund, the petitioners will not be liable to pay to the assignees their costs of the petition. (A;) And on the other hand, a bankrupt trustee, who has been guilty of a breach of trust, will not be entitled to his costs of appearance on a similar petition by the cestui que trusts for leave to prove against his estate.(^) In some cases the bankrupt himself has been allowed to prove (c) Bick V. Motley, 2 M. & K. 312 ; N. S., Bank. 16 ; Ex parte Vine, 1 Deac. Moons V. De Barnales, 1 Russ. 301. & Ch. 357. (t/) Buckeridge v. Glasse, Cr. & Ph. {h) Ex parte Heaton, Bnck. 386. 126. (i) Ex parte Vine, 1 Deac. & Ch. (e) Ex parte Shakeshaft, 3 Bro. C. C. 357. 197; Ex parte Fairfield, 1 Gl. & J. 221; (k) Ex parte Heald, 12 Law Journ. Ex parte Vine, 1 Deac. & Ch. 357 ; Ex N. S., Bankr. 37 ; Ex parte Snowlton, parte Beilby, 1 Gl. & J. 175. Id. (/) See Ex parte Saunders, 2 Gl. & (Z) Ex parte Harris, U Law Journ. J. 132; Ex parte Inkersole, Id. 230. N. S., Bank. 16. ig) Ex parte Harris, 11 Law Journ. ' Where an executor improperly pays over to the father of infant legatees, their legacies, who invests them and thereby makes large profits; the cestui que trusts having the right to elect between the principal and interest, and the benefit of the investments, are entitled to prove against the father's estate, and the amount of benefit is to be ascertained by the Commissioner : Ex parte Montefiore DeGex. Bank. R. 171. ' 780 OF THE BANKRUPTCY AND against his own estate for a debt due to himself as trustee.(?n) But an order must be obtained to sanction that course ;(w) and the court will guard against the possibility of any misapplication of the divi- dends, by ordering them to be paid into court,(o) or to the credit of the cause, if any be pending, for the administration of the assets.f ») P^^„ -. *Where two co-trustees are both implicated in a breach of '- -* trust, by having joined in a transfer of the trust fund to one of them, by whom it has been lost, there is a joint and several debt, and the cestui que trusts may prove for the whole . amount against the estate of the trustee who joined in the transfer, without having recourse first to the estate of the trustee by whom the fund was received and wasted, although his estate was primarily liable •,(q) or the proof may be made against both estates. (r) And if one of two trustees misapply the trust fund, and become bankrupt, an order may be obtained by the cestui que trust to prove for the amount against his estate, although the other trustee is solvent.(s) Again, where the trust fund is misapplied by one of several co- trustees, without the concurrence of the rest, and that one becomes bankrupt, the solvent trustees may prove for the amount against the estate of the defaulting trustee. (<) But if the co-trustees have not acted, or accepted the trust, the court, on the petition of the cestui que trusts, will appoint some other person to prove.(M) And if one or more of several co-trustees have been compelled to make good to the cestui que trusts the amount of the trust fund which had been appropriated or otherwise misapplied by their bankrupt co-trustee, they will be entitled to prove for the amount against the bankrupt's estate, (a;) It may be observed, that where a trustee, who is indebted to the trust estate, is made a defendant in a suit for the administration of the estate, and he afterwards becomes bankrupt or insolvent, he will notwithstanding be entitled to his costs incurred subsequently to the bankruptcy or insolvency, to be paid to him out of the trust estate, (m) Ex parte Snowlton, 12 Law (5) Ex parte Shakeshaft, 3 Bro. C. Journ. N. S., Bank. 37; Ex parte Rich- C. 197. ardson, 3 Mad. 138; Ex parte Watson, (r) Keble v. Thompson, 3 Bro. C.C. 2V. &B. 414; Ex parte Atkins, Buck. 111. 479; sed vide Ex parte Moody, 2 Rose, (s) Ex parte Beilby, ] Gl. & J. 175. 413. It) Ex parte J. Shakeshaft, 3 Bro. C. (n) Ex parte Shaw, 1 Gl. & J. 127, C. 198; Ex parte Beaumont. 1 Deao. & see 163; Ex parte Collindon, 1 Mont. Ch. 360; Ex parte Stettel, 1 M. & Cr. & Ch. 156; Ex parte Thring, 1 M. & 165. Cr. 75. (u) Ex parte Harris, 11 Law Journ. (0) Ex parte Leake, 2 Bro. C. C. N. S., Bank. 16. 596; Ex parte Brooks, Cook. 163. (a;) Lincoln v. Wright, 4 Beav. 427. (p) £x parte Colman, 2 Deac. & Ch. 584. INSOLVENCY OF TRUSTEES. 781 although the costs incurred hefore he became bankrupt or insolvent will be°set off against the debt: for the previous debt is extinguished bj the bankruptcy or insolvency, while the right to receive his costs remains. (?/) A trustee, who carries on any trade with the trust assets for the benefit of the cestui que trusts, will be responsible to the creditors, not only to the extent of the trust assets, but also with the whole of his own property, and he may be made bankrupt, and proceeded against in the same manner as any other trader.(2) And it is imma- terial, that the trade is carried on by him in consequence of an ex- press direction in the trust instrument ; although the trust property will doubtless be primarily liable to the creditors, and will be first applied as far as it will go in discharge of the liabilities.(a)' Where the amount of the trust funds to be employed in trade is expressly fixed by the author of the trust, it will be a breach of trust in the r trustees to employ any further portion of the funds in the business, and neither the trustees nor their creditors, in case of bankruptcy, can enforce any claim upon the trust estate beyond the prescribed amount. (6) *In the present state of the law on this point, no trustee r+roi-i could be advised, under any circumstances, to undertake the responsibility of carrying on any trade or business in trust for others. For by so doing, he adopts the same risks and liabilities as persons who trade on their own account, while he can participate in none of the profits ; and, as a matter of ordinary prudence, a trust for such a purpose should unhesitatingly be declined. There has already been occasion to consider the jurisdiction of the court of review to appoint new trustees in the place of those be- coming bankrupts, as well as the mode in which that jurisdiction will be exercised, (c) No power of appointing new trustees has been conferred by the (y) Samuel v. Jones, 2 Hare, 246; (i) Ex parte Garland, 10 Ves. 110: Gibbons v. Hawley, Id. n. Ex parte Richardson, 3 Mad. 1 57 ; (z) Ex parte Garland, 10 Ves. 119; Thompson v. Andrews, 1 M. & K. 116: Ex parte Richardson, 3 Mad. 157. [See Cutbush v. Cutbush, 1 Beav. 184. Ex parte Butterfield. De Gex, 572.] (c) Ante, Pt. I., Div. III., Chap. I. (n) Ex parte Garland, 10 Ves. 110, [See Ex parte Congreve, De Gex, 267 ; 1 19 ; Ex parte Richardson, 3 Mad. 138, Ex parte Cousen, Id. 451.] 157. ' But in Ex parte Butterfield, De Gex, 572, where a particular sum was au- thorized by a testator to be employed in his trade, to be carried on after his death by his executrix, who subsequently took in partnership her son, and they then became bankrupt, it was held by the Lord Chancellor, overruling a decision of the Court of Review (Id. 319), that proof for the amount could not be made by the cestui que trusts. 782 OF THE DISABILITIES OF TRUSTEES. legislature on the insolvent debtors' court in case of the insolvency of trustees ; but, in such cases, a bill must be filed in the Court of Chancery for the removal of the insolvent, and the appointment of a new trustee in his place ; and the insolvency would unquestionably be sufficient foundation for such an application, (c?) And in the mean time, wherever the exigencies of the trust require it, a receiver will be appointed, and an injunction granted, prohibiting the receipt of the trust assets by the insolvent trustee. (e) A receiver has also been appointed on the bankruptcy of an executor and trustee, and although the testator, at the time of appointing him, knew that the commis- sion had issued. (/) Where one of three co-trustees becomes bankrupt after an order of the court for payment of money to them, the proper course is, to apply to the court to vary the order by directing the payment to be made to the two solvent trustees only.(^) And in case of the bank- ruptcy of a sole trustee, under similar circumstances, the appoint- ment of a new trustee should first be procured, and an application then made to the court to vary the order by directing the payment to the new trustee. [*535] *CHAPTER III. OF THE DISABILITIES OF TRUSTEES. It is one of the settled principles of courts of equity, that trus- tees shall not take advantage of their situation to obtain any per- sonal benefit to themselves at the expense of their cestui que trusts. However, this rule does not extend to prevent a trustee from en- joying any benefit or advantage which is expressly given to him by the creator of the trust. And we shall see in a future chapter, that a trustee may be entitled to charge for professional services, &c., when duly authorized to do so. (a) And trustees are, of course, entitled to legacies expressly given to them by the testator. Although where the legacy is given to them only as trustees, or as a remuneration for their trouble, &c., they cannot claim it, if they do not accept the trust.(6) And it is im- material that the trustee is prevented from acting by age or in- firmity.(c) But if the legacy be given to the trustee personalis/, (d) 3 Mad. 100. (6) Harrisoa v. Rowley, 4 Ves. 216; (c) Mansfield v. Shaw, 3.Mad. 100. Stackpole v. Howell, 13 Ves. 421 ; Bead (/) Langley i;. Hawk, 5 Mad. 44. v. Devaynes, 3 Bro. C. C. 95; Bixv. Ig) Gage V. Watmough, 10 Law Reed, 1 S. & St. 239 ; Barber v. Barber, Journ. N. S., Chanc. 234. 3 M. & Cr. 688 ; Pigot v. Green, 6 Sim. (a) Vide post, Ch. [Allowances], p. 72; Calvert ■«. Sebbon, 4 Beav. 222. 575. (c) Hanbury v. Spooner, 5 Beav. 630. OF THE DISABILITIES OF TRUSTEES. 783 ■without regard to the office imposed on him, he will be entitled irre- spectively of his acceptance of the office.(ci) And where a testator appointed two trustees, and gave them lOOZ. each, " as a mark of his respect for them," and afterwards made a codicil, appointing two other trustees in the place of the first two, and by the codicil he also gave lOOZ. to each of the substituted trustees, " as a mark of his re- spect for them," the legacies to the first trustees were held not to be revoked by implication by the codicil. (e) The equitable disability of trustees to become the purchasers of the trust estate, originates in the principle of the court just referred to. And this disability is twofold— 1st, Where the trustee attempts to purchase directly from Mmself—and 2dly, Where the purchase is effected by contract or agreement between the trustee and the cestui que trusts In the first case, the disability is much more strictly enforced than in the other. Indeed, it was laid down by Lord Erskine, with re- gard to a trustee selling to himself, that " without any consideration of fraud, or looking beyond the relation of the parties, that contract is void."(/) However, the authorities scarcely bear out that assertion in its fullest extent •,{g) for such sales (though prima facie invalid), have frequently *been supported in equity, where it has been r^cog-i shown, that the fiduciary relation of the purchaser had ab- solutely ceased previously to the purchase,(A) or that the purchase was made with the full concurrence and consent of the persons bene- ficially interested (who, in that case must, of course, have been com- petent to give their assent). («') Or, where the cestui que trusts, by their laches or acquiescence, have debarred themselves from their right of questioning the transaction, (/c) A purchase by a trustee, under the sanction of the court, is also necessarily excepted from the operation of the general principle. (Z) But wherever one or more of (d) Humberston v. Huraberston, 1 P. (fe) Ex parte Bennett, 10 Ves. 393 ; Wms. 333 ; Cockerell v. Barber, 2 Russ. Ex parte Lacey, 6 Ves. 626 : Downes 585; Griffith v. Pruen, 11 Sim. 202; «. Grazebrook, 3 Mer. 208. [Balli).Ca- Christian v. Devereaux, 12 Sim. 264. rew, 13 Pick. 28 ; De Bevoise v. Sand- (e) Burgess v. Burgess, 1 Coll. N. C. ford, 1 Hoff. Ch. 192.] C. 367. (i) Downes v. Grazebrook, 3 Mer. (/) In Morse v. Royal, 12 Ves. 372. 208; Randall v. Errington, 10 Ves. 428. [See Chronister v. Bushey, 7 W. & S. [See Worthy v. Johnson, 8 Geo. 236 ; 152; McConnell v. Gibson, 12 lUin. ante, 169, note.] 128; Lewis v. Hillman, 3 H. L. Cas. (Jc) Campbell v. Walker, 5 Ves. 678. 628.] [See ante, 1.59, note; 168, note.] (g-) See Ex parte Lacey, 6 Ves. 625 ; {I) See Campbell v. Walker, 5 Ves. Downes v. Grazebrook, 3 Mer. 208. 681,2. [See Michoud ■«. Girod, 4 How. [See ante, 159, note.] U. S. 555.] ' See ante, 158, 159, notes. 784 OP THE DISABILITIES OP TRUSTEES. these corroborative circumstances cannot be established, a purchase of this nature, however fair, open, and honest in itself, will invariably be set aside in equity on a bill filed for that purpose by the cestui que trusts.(m) And it is immaterial that the purchase is made by the trustee at a public sale by auction, (m) or in the name of another person as his agent.(o)^ Moreover, it is unnecessary for the cestui que trust to show, that the trustee has obtained any profit or advan- tage by the purchase,(p) although that would, of course, be an ad- ditional reason for the interference of the court against the trustee, who would be decreed to account for the profits thus made.(g') It rests with the trustee, who relies upon any corroborative cir- cumstances in support of his purchase, to prove those facts. And even where such circumstances are established in evidence, the court will look into the whole transaction with infinite and the most guarded jealousy, for the law supposes the trustee to have acquired all the know]e. Walker, 13 Ves. 601. [Mc- Walker, Ch. 267; Farr u. Farr, 1 Hill's Clure 1;. Miller, 1 Barb. Ch. 107; Thorp Eq. 390; Stuart v. Kissam, 2 Barb. S. V. McCuUum, 1 Gilm. 624 ; Ex parte C. 494 ; but see S. C. 11 Barb. S. C. 271 ; Wiggin, 1 Hill's Eq. 354; Pitt v. Pet- Allen v. Bryant, 7 Ired. Eq. 276.] way, 12 Ired. R. 69.] (y) See Hunter v. Atkins, 3 M. & K. (0 Chambers v. Waters, 3 Sim. 42 ; 135. Stacey v. Elph, 1 M. &. K. 195. (z) Coles v. Trecothiok, 9 Ves. 234 ; («) 9 Ves. 244. Clarke v. Smith, 2 Ed. 134; Morse v. Ix) 9 Ves. 246, 7; and see Morse v. Royal, 12 Ves. 355. ' See ante, 156, 159, and notes. 50 786 OF THE DISABILITIES OF TRUSTEES. information, or other fraudulent dealing, the purchase mil be at once set aside.(a) And mere inadequacy of price will go a vast way in the mind of the court, to constitute such fraud, (6) though the purchase will not necessarily be set aside on that account alone, (c) And it is essential to the validity of such a purchase, that the cestui que trust should be made aware, that he is dealing with his trustee, as the knowledge of that fact might put him more on his guard ; and on this ground, where the trustee purchased and took the conveyance in the name of a third person, without the knowledge of the cestui que trust, the conveyance was set aside after a lapse of several years.(cZ) For the same reason, a purchase by a trustee of an estate put up to public sale by the cestui que trust, might not be so easily sup- ported, as a sale by private contract between them, where the cestui que trust is not distinctly informed of the intention of his trustee to become a bidder at the sale.(e) The incapacity of trustees to purchase proceeds on the facilities which their situation gives them, of acquiring exclusive advantages and information ; consequently the same principle does not apply to' P^roo-imere dry trustees — *such as those for preserving contingent ^ remainders — who have practically no interest or power with regard to the trust estate. (/)^ On this ground also, where the cestui que trust has taken upon himself the conduct of all the preliminary proceedings requisite for the sale, such as the surveys, the mode and conditions of sale, the plans, the choice of the auctioneer, &c. ; and the trustee has not been in a situation to acquire any exclusive information respecting the property, the court will deal with the contract, as if made between two indifferent persons putting each oi\ev at arms' length, and will give effect to the sale, though made for an inadequate price.(g') It is almost superfluous to add, that the rule of equity, interdicting (a) Heme u. Meeres, 1 Vern. 465; (tZ) Randall D.Errington, 10 Ves. 423. Fox V. Mackreth, 2 Bro. C. C. 400; (e) See Att.-Gen. v. Lord Dudley, Scott V. Davis, M. & Cr. 87. Coop. 146. (6) Morse v. Royal, 12 Ves. 373. (/) Parkes v. White, 11 Ves. 226; [Pugh V. Bell, 1 J. J. Marsh. 406.] and see Nayler v. Winch, 1 S. & St. 567. (c) Coles V. Trecothiok, 9 Ves. 234. (g-) Coles v. Trecothick, 9 Ves. 248. «' "^ ' ' So of a purchase by a mortgagee : Iddings v. Bruen, 4 Sandf. Ch. 223 ; Knight V. Majoribanks, 2 Mac. & G. 10 ; 2 Hall & Twells, 308 ; Murdock's Case, 2 Bland, 461; otherwise if there be a power of sale. Waters v. Givens, 11 CI. & F. 684. So a devisee of land subject to a legacy, is not a trustee, to prevent him from purchasing it in, at a profit : Powell v. Murray, 2 Edw. Ch. 636. And in general, where several heirs or devisees are turned into trustees, by implica- tion, but without any notice, constructive or actual, of the trust, any one of them may become a bona fide purchaser of the shares of his co-heirs or co-devisees so as to hold the same discharged of the trust. Giddings v. Eastman, 5 Paige, 561. OF THE DISABILITIES OF TRUSTEES. 787 the purchase of the trust estate by trustees, applies as much to one of several trustees as to a sole trustee.(^) In all cases of this description, whether the purchase be made by the trustee from himself, or by contract with his cestui que trust, the right to relief may be barred by the confirmation or acquiescence of the cestui que trust. Where the person, beneficially entitled, is sui Juris, and has know- ledge of the fraud committed against him, a purchase by the trustee may unquestionably be supported by a subsequent confirmation. (i) But, it has been said by Lord Eldon, that where the original fraud is clearly established, the defence of a confirmation will be watched with the utmost strictness, and will be allowed to stand only upon the clearest evidence, as an act done with all the deliberation, that ought to attend a transaction, the effect of which is to ratify that, which in justice ought never to have taken place. (i)* Again, the application for relief must be made within a reasonable time ; and the court will refuse to set aside a purchase by a trustee, in which the cestui que trusts have acquiesced for any considerable period. (?) *However, the nature and effect of acquiescence ^^£39-1 and laches as a bar to relief in equity have already been con- L -■ sidered, and need not again be discussed.(TO)^ Where it is determined that a purchase by a trustee cannot stand, the cestui que trusts will be entitled to have the property reconveyed to them by the trustee, or by any purchaser from him with notice of the trnst.(K) This relief will be granted on the terms of the cestui que trusts repaying to the trustee the amount of the purchase-money paid by him, together with interest at four per cent.,(o) while the trustee, or the purchaser with notice, will have to account to the cestui que trusts for the rents and profits of the estate :(p) and if he has (h) Whichcote v. Lawrence, 3 Ves. kenzie, 8 Bro. P. C. 42; Lord Hard- 740. wicke v. Vernon, 4 Ves. 411 ; Ex parte (t) Clarke v. Swaile, 2 Ed. 134; James, 8 Ves. 351; Ex parte Bennett, Morse v. Royal, 12 Ves. 373, 4; Roche 10 Ves. 400 ; Att.-Gen. v. Dudley, Coop. V. O'Brien, 1 Ball & B. 353. 146 ; Punbar v. Tredennick, 2 Ball & B. (ifc) Morse v. Royal, 12 Ves. 373, 4; 304. [See ante, 164, notes.] see Carpenter v. Heriot, 1 Ed. 338. (0) Whelpdale v. Cookson, 5 Ves. (0 Campbell v. Walker, 5 Ves. 680 ; 682, stated ; Hall v. Hallett, 1 Cox, 134, Parkes v. White, 11 Ves. 221 ; Gregory 139 ; Ex parte James, 8 Ves. 351 ; Wat- V. Gregory, Coop. 201; Chalmer ?;. son ^. Toone, 6 Mad. 153. Bradley, 1 J. & W. 59 ; Morse v. Royal, (p) Ex parte Lacey, 6 Ves. 630 ; Ex 12 Ves. 374. parte James, 9 Ves. 351 ; Watson v. (m) Ante, p. 168, n; Toone, 6 Mad. 153. (n) York Biftldings Company 1). Mao- ' See ante, 159, notes. ' See ante, 159, note; 168, 169, notes. 788 OF THE DISABILITIES OF TEUSTEBS. been in actual occupation of the property, lie will be also charged with an occupation rent.(g') If the trustee have expended money in substantial repairs, and improvements of the property, he will be allowed the amount, which will be added to the purchase-money.(r)^ And if, on the contrary, the property has been deteriorated in value through the act of the trustee, he will be charged with the loss, which will be deducted from the purchase-money.(s) It seems, that if there has been actual fraud on the part of the trustee in the acquisition of the estate, he will be allowed any sums expended for repairs, but not for mere im- provements.[t) Although the decree is against the trustee, he will not necessarily be fixed with the costs of the suit, where he has been guilty of no improper conduct. (m) Although, if the cestui que trusts be infants, the trustee will invariably be charged with the costs, for the pur- chase by him, under such circumstances, will be regarded as an im- proper dereliction of duty, (a;) The delay in filing the bill may also be material in considering the question of costs.(?/) A lease of the trust estate, taken or renewed by a trustee, comes within the same rules as a purchase by him, more especially if the lease be a beneficial one, for that is equivalent to a purchase.(2)^ (5) Ex parte James, 8 Ves. 351. (2) Ker v. Lord Dungannon, 1 Dr. & (r) York Buildings Company v. W. 509, 541 ; Killick v. Flexney, 4 Bro. Mackenzie, 8 Bro. P. C. 42; Canipbell C. C. 161; Parker v. Brooke, 9 Ves. V.Walker, 5 Ves. 682; Ex parte Hughes, 583 ; James «. Dean, 11 Ves. 392; 15 6 Ves. 624; Ex parte James, 8 Ves. Ves. 236; Griffin v. Griffin, 1 Sch. & 352; Ex parte Bennett, 15 Ves. 400; Lef. 352; Ex parte Hughes, 6 Ves. 617 Robinson v. Ridley, 6 Mad. 2; [Pratt Att.-Gen. v. Clarendon, 17 Ves. 500 V. Thornton, 28 Maine, 355; Beck v. [Davoue v. Fanning, 2 J. C. R. 258 Uhricks, 16 Penn. St. R. 499.] Holridge v. Gillespie, Id. 30; Re Hea- is) Ex parte Bennett, 10 Ves. 401. ger's Executors, 15 S. & R. 65; Gal- It) Baughi). Price, 1 Wils. 320; see hraith v. Elder, 8 Watts, 94; Fisk v. Kenney v. Browne, 3 Ridg. 518. [Mc- Surbet, 6 Watts & S. 31; Wallington's Kennan v. Pry, 6 Watts, 138.] Est., 1 Ashm. 310 ; Husoii v. Wallace, (u) Downes v. Grazebrook, 3 Mer. 1 Rich. Eq. 7 ; McLanachan v. Hender- 209. where the trustee received hiscosts. son, 2 A. K. MarsTi. 388 ;] vide supra. {x) Saunders v. Walker, 13 Ves. 601. p. 438. ly) Att.-Gen. v. Dudley, Coop. 148 ; ante, p. 169 ; post, p. 564, [Co.sts.] ' That the trustee is entitled to reimbursement of the purchase-money, &o., paid by him, see Davoue v. Fanning, 2 J. C. R. 252 ; Ward v. Smith, 3 Sandf. Ch. 592; Quackenbush v. Leonard, 9 Paige, 344; McLanachan v. Henderson, 2 A. K. Marsh. 388 ; Matthews v. Dragaud, 3 Desaus. 25; Buckler v. Lafferty, 2 Rob. Va. 294; Scott I). Freeland, 7 Sm. & M. 410; note to 1 Lead. Cas. Eq. 145, 1 Am. Ed. But if there be actual fraud, it is otherwise: McKennan v. Pry, 6 Watts, 138. * On analogous grounds, it is held in equity, that whatever acts are done by trustees in regard to the trust property, shall be deemed to have been done for the benefit of the cestui que trust, and not for the benefit of the trustee. Davoue OS THE DISABILITIES OF TRUSTEES. 789 As a general rule, a trustee cannot act as the receiver or consignee of the trust estate with a salary. And there are two principal rea- sons for this rule : 1st, That his holding that situation would be in- consistent with the duty of a trustee, who ought to check and con- trol the receiver in his management of the estate, and 2d, That a trustee is bound to give his *services for the benefit of the |-^r^f^-| trust estate without any emolument.(a) And the same rule ■- -' applies to one of several trustees.(6) However where there are any special circumstances recommend- ing the appointment of the trustee as receiver, as where from his knowledge and experience it is for the benefit of the trust to secure his (a) Anon. 3 Ves. 515; D-Jolland, Morisonv. Morison, 4 M. & Cr. 216. 8 Ves. 72; Sykes v. Hastings, 11 Ves. [But see post, p. 574, note.] 363 ; Sutton v. Jones, 15 Ves. 584; see (6) v. JoUand, 8 Ves. 72. V. Fanning, 2 Johns. Ch. R. 252; 4 Kent's Com. 306, 307, 3d edit.; [Sparhawk V. Allen, 1 Foster, N. H. 9; Huson v. Wallace, 1 Rich. Eq. 1 ; Beck v. Uhrick, 16 Penn. St. 503 ; Paff v. Kinney, 1 Bradf. N. Y. 9 ; Myers v. Myers, 2 MoCord's Ch. 214; Arnold v. Brown, 24 Pick. 89; Hallet v. Collins, 10 How. U. S. 182 ; Napier v. Napier, 6 Geo. 409; Bethea v. MoColl, 5 Alab. 314 ; Butler v. Hicks, 11 Sm. & M. 73; Davis v. Wright, 2 Hill, S. C. 560; Voorhees v. Stoothoft, 6 Halst 145; Seager «). Wilson, 4 Watts & S. 501 ; Heager's Exrs., 15S.&.R.65; Leisenring v. Black, 5 Wat)s, 303 ; Oeslager v. Fisher, 2 Barr, 407 ; Conger «. Ring, 11 Barb. S. C. 356. See Stuart v. Kissam, Id. 271 ; notes to Keach v. Sandford, 1 Lead. Cas. Eq. 55, 1st Am. ed.] If, therefore, the trustee makes any contract, or does any act connected with the trust estate for his own benefit, he will, never- •heless, be decreed responsible for all advantages to his cestui que trust, as upon an implied trust. Thus, if a trustee should purchase a lien or mortgage on the trust estate at a discount, he would not be allowed to avail himself of the diffe- rence ; but the purchase would be held a trust for the benefit of the cestui que trust : Green v. Winter, 1 Johns. Ch. R. 26 ; Van Horn v. Fonda, 5 Johns. Ch. R. 409 ; Evertson v. Toppan, Id. 514 ; [Matthews v. Dragaud, 3 Desaus. 25 ; McLanachan V. Henderson, 2 A. K. Marsh. 388 ; Butler v. Hicks, 1 1 Sm. & M. 75 ; Giddings v- Eastman. 5 Paige, 561 ; Matter of Oakley, 2 Edw. Ch. 478 ; Irwin v. Harris, 6 Ired. Eq. 221; Strong o. Willis, 3 Florid. 124. A creditor, who afterwards be- comes trustee, may, however, bring in an outstanding lien : Prevost v. Gratz, Pet. C. C. R. 373 ; though, see Irwin v. Harris, 6 Ired. Eq. 221 ; and the trustee is not incapacitated from lending money on mortgage for the benefit of the trust ; in which he may set up the mortgage in an adverse proceeding by the cestui que trust against himself: Att.-Gen. v. Hardy, 4 Eng. L. & Eq. 57.] So, if a trustee should renew a lease of the trust estate, he would be accountable to his cestui que trust for all profits derived therefrom. Holdridge v. Gillespie, 2 Johns. Ch. R. 30 ; Wilson v. Troup, 2 Cowen's Rep. 195. The same principle will apply to persons standing in other fiduciary relations to each other, such as agents and sureties. See Story's Eq. Jur. 5 324, &c. The doctrine stated in this note, is very thoroughly and learnedly asserted and maintained by Chancellor Kent in Davoue v. Fanning, above cited, and his judgment in that case may be pro- nounced to be one of the ablest and most important ever delivered by any tri- bunal of Justice. See, also, the case of Delaraater's Estate, 1 Wharton's Ren 362.— T. ^ 790 OF THE DISABILITIES OF TKTJSTEES. services, the court has allowed the trustee to propose himself as the receiver ; but even then this will only be allowed on the terms of his consenting to act without emolument.(c) In a very recent case, however, Sir K. Bruce, V. C, ordered a receiver of an infant's estate, with liberty for either of the two trustees to offer himself, although it does not appear, that there were any special circumstances re- quiring the appointment of either of the trustees. According to the report of the case, however, the attention of the court does not seem to have been drawn to the objection against the appointment of a trustee to such an o&ce.{d) This rule does not apply to a mere dry trustee, such as one to preserve contingent remainders, (e) According to the general rules of evidence, a trustee, being a plain- tiff in a suit, cannot be examined as a witness for a co-plaintiff.[fy But he may with his own consent be examined by a defendant, on an order being obtained for that purpose. (^i) But a defendant trus- tee, who has no personal interest in the event of the suit, is a com- petent witness, and it is a motion of course to examine him as such.(^) And in this respect there is a difference between trustees and exe- cutors, who cannot be examined as witnesses in a cause relating to their testator's estate.(/)' And where the trustee has any interest in the event of the suit, — as where there is some charge which he is interested in rebutting, or any liability (however trivial), which depends on the nature of the decree in the suit, — his evidence will not be received. (A)^ And for (c) Hibbertt). Jenkins, 11 Ves. 363, Bromley, 12 East, 250; Phipps i;. Pit- cited, cher, 6 Taunt. 220 ; see 1 Bali & B. 100, (d) Tait V. Jenkins, 1 N. C. C. 492. 414. [Hawkins v. Hawkins, 2 Car. L. (e) Sutton V. Jones, 15 Ves. 587. Rep. 627 ; Hodgeri). Mulliken, 1 Bland. (/) Phillips^. Dukeof Buckinghann, 503; Neville u. Demarest, 1 Green Ch. 1 Vern. 230 ; v. Fitzgerald, 9 Mod. 82.] 330. (i) Croft v. Pike, 3 P. Wms. 182; (g) Armiter v. Swanton, Ambl. 393. Fotherby v. Pate, 3 Atk. 604. (ft) Man V. Ward, 2 Atk. 228; Goss (4) Frank v. Mainwaring, 2 Beav. V. Tracey, 1 P. Wms. 290; Goodtitle v. 126; see Smith v. Duke of Chandos, Welford, 1 Dougl. 140; Bettison v. Barn. 416. • See ante, 277, and note; and Hardwicku. Hook, 8 Georgia, 354; Southard v. Gushing, 11 B. Monr. 344. 2 See Cochran v. Cochran, 1 Yeates, 134; DehnSv. Turbitt, 3 Id. 157; Van- sant V. Barleau, 1 Binn. 444; Hunt v. Moore, 2 Barr, 105; Osborne v. Black, Spear's Eq. 431 ; Mclntyre v. Middleton, 1 Sra. & M. Ch. 91 ; Abbott v. Clark, 19 Verm. 444; Fort v. Gooding, 9 Barb. S. C. 371. But where an administra- tor plaintiff releases his commissions, and is released from costs, and there is no suggestion of the possibility of a devastavit, he is a competent witness, in Penn- sylvania. Anderson v. Neff, 7 S. & R. 123; Kingi). Cloud, 7 Barr, 469. ^ Donalds v. Plum, 8 Conn. 447. As to the necesshy of a release of commis- sions, where such are allowed by law, see King v. Cloud, 7 Barr, 467. OF THE DISABILITIES OF TRUSTEES. 791 the same reason the testimony of a trustee's wife will be equally in- admissible under similar circumstances.(Z) The disability of trustees to delegate the ofiSce to another comes also within the subject now under consideration. The administra- tion of the trust is a matter of personal confidence, which it is a breach of trust in the trustee to make over to a stranger, and the original trustee will continue responsible for all the acts of the per- son so substituted. (?w) And although trustees will be allowed to employ a solicitor or agent, and to govern themselves by his advice as to their conduct in the trust, yet they will not be justified in com- mitting the entire management of the trust to *him.(n) And p^- .^-, we have already seen, that even as between co-trustees the ^ ^ sole and absolute administration of the trust must not be delegated to one or more of the number, to the exclusion of the others.(o) However, the employment of an agent for carrying out mere minis- terial acts — such as the sale of the property, and purposes of that nature — ^is not within this rule, for such acts are necessary to the discharge of the trust ; and it will be sufficient, that the trustee re- tains the supervision and control over the person so employed, (p) Although, if the trustees sufi"er the attorney or agent to obtain and keep possession of the trust property, or any part of it, and it is thus lost, they will in general be responsible to the cestui que trusts for the loss.(g') From the observations of Sir L. Shadwell, V. C. E., in a recent case,(r) it seems, that a devise by a trustee of his estate is equally a delegation of trust, and as much a breach of trust, as a conveyance or assignment inter vivos.^ In the course of his judgment his Honor said, " And here I must enter my protest against the proposition, which was stated in the course of the argument, that it is a benefi- cial thing to devise an estate, which is vested in him in that charac- ter. My opinion is, that it is not beneficial to the testator's estate, that he should be allowed to dispose of it to whomsoever he may think proper ; nor is it lawful for him to make any disposition of it. He ought to permit it to descend ; for in so doing he acts in accor- dance with the devise made to him. If he devises the estate, I am (0 Frank v. Mainwaring, 2 Beav. 196; Ex parte Townsend, 1 Moll. 139; 126. Turner v. Comey, 5 Beav. 515. (m) Chalmers v. Bradley, Ij. & W. (o) Ante, p. 309, [but see in note.] 68; Adams v. Clifton, 1 Euss. 297; (p) Ex parte Belchier, Amb. 219; Wilkinson v. Parry, 4 Russ. 272 ; Hulrae Bacon v. Bacon, 5 Ves. 335 ; Clough v. V. Hulme, 2 M. & K. 682. [See ante, Bond, 3 M. & Cr. 497. [See ante, p. 175.] 474, and note.] («) Chambers v. Mlnchin, 7 Ves. (5) Ex parte Townsend, 1 Moll. 139. (r) Cooke v. Crawford. 13 Sim. 97. ' But see ante, p. 283, note (1). 792 OF THE DISABILITIES OF TRUSTEES. inclined to think, that the court, if it were urged to do so, -would order the costs of getting the legal estate out of the devisee, to he borne by the assets of the trustee. I see no substantial distinction between a conveyance by act inter vivos and a devise, for the lat- ter is nothing but a post-mortem conveyance : and if the one is un- lawful, the other must be unlawful." In the case in which these observations were made an estate was devised to three trustees, in trust that they or the survivors or survivor of the " heirs" (without adding "assigns") of such survivor should sell. The sole acting trustee devised the estate to M. and N. upon the trusts affecting the same, and the Vice-Chancellor held, that M. and N. could not exe- cute the trust for sale, as it was not limited to the assigns of the original trustees. It will be observed, that his Honor's observations, which have been stated above, as to the general incapacity of trus- tees to devise the trust estate, were not required for the decision of the case, and are therefore clearly extrajudicial. It is singular that the power of trustees to devise an estate held upon subsisting trusts should never have been determined by a distinct judicial decision. But in the absence of such an authority, the cases which have set- tled that a general demise will pass a trust estate(s) would seem to be strongly in favor of the existence of this power : unless indeed they should be held to apply only to the devise of a mere dry legal estate, and not to active and discretionary duties and powers. Moreover, with great deference to his Honor's opinion, which within the writer's knowledge is supported by *that of some most eminent mem- '- -^ bers of the profession, it is conceived, that a distinction might fairly be drawn between a delegation of a trust to take effect in the trustee's lifetime, and one to take effect only after his death : for by the trustee's death the trust must necessarily be transferred to some one else ; and the argumentum ah inconvenienti, in case of the infancy of the heir, might also be urged in favor of the power of the trustee to devise, at all events where the trust is limited to the assigns of the original trustee. A final decision on the point is un- questionably most desirable, but in the mean time no trustee could be advised to devise a still subsisting trust, nor could the devisee safely act in its performance. (s)ArHe, p. 283. OF SUITS BY TRUSTEES. 793 ^CHAPTER IV. [*543] OF SUITS BY AND AGAINST TRUSTEES. I. Of Suits and Actions by III. Of the Effect of Suits in- Teustees [543]. stituted by or against II. Of Suits AND Actions AGAINST Trustees [548]. Trustees [545]. IV. Of Costs [551]. I. OP SUITS AND ACTIONS BY TRUSTEES. Trustees have an undoubted right to come to the court for its assistance and protection in all cases of doubt or difficulty in the administration of the trust ;{ay and the personal representatives of a deceased trustee are entitled to the same privilege. (6) And so where any legal proceedings have been commenced against trustees, they are entitled to come to the court for its protection, and to obtain directions as to the mode of defence, if any, to be adopted, and to stay the proceedings against them in the mean time.(c) And if a suit be pending between the parties at the time, the application may be made by a petition in that suit.((^)^ (a) See Curteis v. Candler, 6 Mad. (b) Greenwood v. Wakeford, 1 Beav. 123; Coventry v. Coventry, 1 Keen, 576. 758 ; Talbot v. Earl of Radnor, 3 M. & (c) Edgecombe v. Carpenter, 1 Beav. K. 252 ; Hearn v. Wells, 1 Coll. N. C. C. 173. 323. (rf) 1 Beav. 171. ' Bowerg v. Smith, 10 Paige, 193 : Lorillard v. Coster, 5 Paige, 172; Hawley^j. James, Id. 318; Jones v. Stockett, 2 Bland, 409; Trotter v. Blocker, 6 Porter, 269; Diramook v. Bixby, 20 Pick. 374; see Harrison v. Eowan, 4 Wash. C. C. 202. The trustee, under such circumstances, is bound to give the court all the information in his power : Trotter v. Blocker, ut supra. The court in sucli a suit cannot merely declare the rights of the parties, but must direct an account and inquiries : Brown v. Martyn, 2 J. & Lat. 333. The costs of the trustees in these cases come out of the estate : Trotter v. Blocker, ut supra: Chase v. Lockerman, 1 1 Gill & J. 185 ; Rogers v. Ross, 4 J. C. R. 608. But in Rowland v. Morgan, 13 Jur. 23, it was said by Lord Cottenham, that this rule did not apply on appeal. In a Suit for the construction of a will, the executors and trustees are the repre- sentatives of parties not in esse: Lorillard v. Coster, 5 Paige, 172. ^ See as to the mode of proceeding at present in England, the Trustees Relief Acts, 10 & 11 Vict. c. 96, and 12 & 13 Vict. c. 74 (U Jurist, pt. ii. 355; 13 Id. 346), by which it is provided that trustees (or a majority of them, on application to the court), may pay trust-moneys, or transfer stocks and securities, into the Court of Chancery; and that the court may then make orders on petition without bill, for the application of the trust-moneys, and the administration of the trust. Under a provision in this act, general orders were issued by the Lord Chancellor, June 10th, 1848, which may be found in 2 Phillips, xvii. See on these acts, 794 OF SUITS BY TRUSTEES. In order to sustain a suit by a trustee, it must be shown that he has accepted the trust ; and the mere fact of a person's being named as a trustee in articles for a settlement, will not give him a sufficient interest to file a bill. However, it is not necessary that he should have actually executed the trust deed ; and it will be sufficient to show, either by letters, or by the acts of the parties, that the plain- tiflf has been recognised as trustee, and has accepted the trust.(e) As a general rule, a trustee cannot institute proceedings in equity relating to the trust property, without making the whole of the cestui que trusts parties.(/)* And where the existence of a doubtful claim occasions the necessity of the suit, the person who is interested under that claim must also be joined as a party.(5') However, there are exceptions to this rule, — as where trustees under a deed upon trust to sell and to apply the produce amongst creditors or others, are empowered to give discharges to the pur- r*5441 ''^^^^^s J — foi" such a provision will be treated as a declaration by the author of the trust, that *the presence of the parties (e) Cook V. Fryer, 1 Hare, 498, 504. Ch. Pr. 311; Morse v. Sadler, 1 Cox, (/) Kirk V. Clark, Free. Ch. 275; 352; Bifield t). Taylor, 1 Beatt. 93. Calverley v. Phelp, 6 Mad. 232; Doug- (g-) Talbot v. Earl of Radnor, 3 M. las V. Horsfal, 2 S. & St. 184; 1 Dan. & K. 252. [But see Whelan i). Whelan, a Cowen, 587.] articles in the Jurist, vol. 11. pt. ii. 302; vol. 12, pt. ii. 249; vol. 14, pt. ii. 250; and on their construction the following cases: Re Biggs, 11 Beav. 27; Re Joseph's Will, 11 Beav. 56; Re Everett, 12 Beav. 485; Re Larimer, Id. 251; Re Cawthorne, Id. 56; Re Money, 13 Beav. 109 ; Be Bloye's Trust, 1 Mao & G. 488; 3 H.L. Cas. 606; Re UpfuU's Trust, 3 Mao & Gord. 281: 9 Eng.L. & Eq. 10; Re Wood's Setdement, 15 Sim. 469; Re Sharp's Trustees, Id. 470; Re Parry, 6 Hare, 306; Re Staples' Settlement, 13 Jur. 380; Re Bartholomew's Will, Id. 380; Ex parte Fletcher, 12 Jur. 619; Ex parte Peart, Id. 610; Re Croyden's Trust, 14 Jur. 54 ; Re Ross's Trust, 1 Sim. N. S. 196 ; 2 Engl. L. & Eq. 151 ; Goode v. West, 7 L. & Eq. 285 ; Re Magawley's Trust, Id. 268 ; Re Masselin's Will, 8 Id. 641; Re Knowles, 9 Id. 98; Re Spence, Id. 219; Re Dalton's Settlement, 10 Id. 101; Re Hey's Will, 12 Id. 205 ; 9 Hare, 221 ; Re Waring, 12 Engl. L. & Eq. 351; Re Fields' Settlement, 13 Id. U; Re Bayley's Trust, Id. 28; Ex parte Bradshaw, 15 Id. 421. As to the mode of proceeding by claim, recently introduced into Eng- land, see the General Orders of April 22d, 1850, 14 Jurist, pt. ii. 143. Trustees invested by an Act of the Legislature with a public duty, are compe- tent to proceed in equity by bill to protect the franchise committed to them from violation: Lucas v. McBlair, 12 G. & J. 1. •Malin v. Malin, 2 J. C. R. 238; Fish v. Howland, 1 Paige, 20; Schenck v. EUingwood, 3 Edw. Ch. 175; Helm v. Hardin, 2 B. Monr. 232; Stilwell v. McNeely, 1 Green's Ch. 305; Willink v. Morris Canal, 3 Id. 377; Whelan v. Whelan, 3 Cow. 531. It is, however, in the discretion the court to dispense with the strict rule on this subject, where it would occasion great inconvenience and expense: Willink v. Morris Canal Co., 3 Green. Ch. 377; and see Rule xlviii. in Equity of the United States Courts, and Rule xlvi., in Pennsylvania. OF SUITS BY TRUSTEES. 795 beneficially interested shall not be necessary in a suit by the trus- tees to enforce a sale.(^) (1) And an important alteration has recently been made in the prac- tice of the court on this point, where real estate is devised hy will to trustees for sale. For the 30th of the general orders of August, 1841, declares, that in all suits concerning real estate, which is vested in trustees by devise, and such trustees are competent to sell, and give discharges for the proceeds of the sale, and for the rents and profits, such trustees shall represent the persons beneficially interested in the same manner as executors or administrators repre- sent the persons beneficially interested in personal estate ; and in such cases it shall not be necessary to make the persons beneficially interested parties to the suit, although the court on the hearing may order them to be made parties.(2)* Previously to this order, all legatees, whose legacies were charged on the land, and other persons taking a beneficial interest in the real estate under a will, however numerous, must have been brought before the court, as well as the devisees in trust ;(z) although a con- trary doctrine has been countenanced by Lord Redesdale in his Treatise on Pleading. (A;) (A) Calverleyu. Phelps, 6 Mad. 232; (i) Morse v. Sadler, 1 Cox, 352; 1 see Wakeman v. Rudand, 8 Bro. P. C. Dan. Ch. Pr. 314. 145. [Vaa Vechten v. Terry, 2 J. C. R. (A) Mitf. PI. 174, 4th edit. 197; Swift V. Stebbins, 4 Stew. & Port. 447 ; see ante, 338, and note.] (1) It may be observed, however, that this exception does not hold good where the suit is for foreclosure, and not for a sale: and in that case the cestui que trusts must be made parties. See Calverley v. Phelps, 6 Mad. 229 ; Osbourn v. Fallows, 1 R. & M. 741. (2) It has been decided, that this order applies only in those cases where the legal estate is vested in the devisees in trust. And wherever the legal estate is outstanding, the old practice will still prevail, and the cestui que ti-usts, as well as the persons who have legal interests, must be joined with the trustees as parties to the suit respecting the estate. Turner v. Hind, ,12 Sim. 414. And the order only applies where the trustees have an immediate and absolute power of selling. Therefore, where the power was to sell with the consent of the tenant for life, and that consent was not proved, the case was held not to be within the order. Lloyd v. Smith, 12 Law Journ. N. S. Chano. 457. Where the persons beneficially interested had been joined with the trustees as parties to a suit, instituted before the making of the ZOth order of August, 1841, they may properly be dismissed at the hearing. Tarbuck v. Greenall, 6 Beav. 358. [Where the suit involves the administration of the estate and distribution of the residue, the devisees in trust do not, under the order, sufficiently represent the persons beneficially interested. Jones v. How, 7 Hare, 270. See Chamberlain u.Thacker, I3Jur.785.] ' The 47th Rule in Equity of the Supreme Court of Pennsylvania, and the 49th Rule in Equity of the Supreme Court of the United States, are to the same effect. 796 OF SUITS BY TRUSTEES. Where the interest of the cestui que trusts is collateral to the rights of the plaintiff trustee, and the defendant to the suit, it has been decided, that the suit may be maintained without making them parties, — as, where a bill is filed by one trustee against his co-trustee, to compel him to replace the trust fund, which had been misapplied or appropriated by him, the cestui que trusts are unnecessary parties. (Z) And so where a suit was instituted by a trustee against the cestui que trust for life, to compel the restitution of the trust property, of which he had acquired possession, it was held that the other cestui que trusts need not be joined as parties. (m)' The trustees and cestui que trusts, having no conflicting interests, may be joined together as co-plaintiffs in a suit. But this cannot be done where the cestui que trusts have any adverse claim against the l-^P .--.trustees; *and in that case, a bill so framed will be dismissed '- -' with costs. (w) On one occasion, however, where in the course of the suit it turned out that a question of this description was likely to arise between the trustee and cestui que trusts, who were co- plaintiffs in the suit, the court, on the motion of the cestui que trust, allowed the frame of the suit to be altered by striking out the name of the trustee as plaintiff, and making him a defendant, in order to prevent any injury to the cestui que trusts.{o) It has been already stated, that the trustee in whom the legal in- terest in property is vested, is the proper person to bring any action at law for asserting or defending the legal title. And we have seen to what extent the interest of the cestui que trust will be taken no- tice of by a court of law.(p) Where trustees sue at law for a breach of covenant on behalf of their cestui que trusts, without any damage to themselves, they will not be restricted to the recovery of mere nominal damages.(g') (Q Franco v. Franco, 3 Ves. 75 ; May (n) Jacob v. Lucas, 1 Beav. 426. [Gril- V. Selby, 1 N. C. C. 235 ; 1 Dan. Ch. Pr. fith «. Van Haythusan, 4 Engl. L. & Eq. 312. [See Hallett v. Hallett, 2 Paige, 15; 27.] Rowland v. Fish, 1 Paige, 20; Todd v. (o) Hall v. Lack, 2 N. C. C. 631. Sterrett, 6 J. J. Marsh. 432; Brown v. Ip) Ante, pp. 274, 316, and notes. Ricketts, 3 J. C. R. 553.] (g) Lethbridge v. Mytton, 2 B. & Ad. (m) Bridget i;. Hames, 1 Coll. 72; see 772. Robinson v. Evans, 7 Jur. 738. ' Where a suit is instituted merely for the recovery of the trust fund, the cestui que trusts are not necessary parties: Ferguson v. Applenhite, 10 Sm. & M. 301; Sill V. Ketchum, Harr. Ch. 423; Morey i). Forsyth, Walk. Ch. 465; Horsley «;. Fawcett, 11 Beav. 565; Sherman v. Burnham, 6 Barb. S. C. 414; Alexander v. Cana, 1 De G. & Sin. 415; but their joinder is not, it seems, objectionable : Jen- nings V. Davis, 6 Dana, 127. In a suit for partition, where the whole legal estate of a share is in a trustee, it is not necessary to join the cestui que trusts. OP SUITS AGAINST TRUSTEES. 797 11.— OF SUITS AND ACTIONS AGAINST TRUSTEES. A suit in equity may be brought against trustees either by strangers or by the cestui que trusts. In suits by strangers, it will not be sufficient, as a general rule, to make the trustees the only defendants, but the cestui que trusts must also be brought before the court •,{r) more especially where they are infants.(s) But the exceptions to this rule in the case of suits by trustees as plaintiffs,{t) will also hold good in the case of suits against them as defendants. And the 30th order of August, 1841, which has already been stated and considered,(ti) applies equally to suits by or against trustees. (a;)(l) Although the trustees have no active duties to discharge in the management of the trust estate, and although the question at issue in the cause is to be fought principally by the cestui que trusts, the trustees must, notwithstanding, be brought before the court as co- defendants, in respect of the legal estate vested in them, and a suit against the cestui que trusts only will be defective.(«/y And this rule applies to new trustees, who have been duly appointed under a power upon the death of the old trustees, pending a suit to which the old trustees were parties ; and in such a case *the new trustees r*c^g-| must be brought before the court by a supplemental bill.(z) And so where there are two sets of trustees (one in this country, and the other abroad), the foreign trustees must be made parties to a suit (r) Whistlerv. Webb. Bunb. 53; Cal- (() Preceding section, p. 544. [See verley v. Phelps, 6 Mad. 231 ; Osbourn Piatt v. Oliver, 2 McLean, 307.] V. Fallows, 1 R.'& M. 741 ; Holland v. (tt) Ibid. Baker, 3 Hare, 68 ; 1 Dan. Ch. Pr. 348; (x) Osborne v. Foreman, 2 Hare, Calvert, Parlies, 207 ; Faithfull.i). Hunt, 656 ; 13 Law Joum. N. S. Chanc. 123. 3 Anst. 751 ; Pinkns v. Peters, 5 Beav. {y) Hobson v. Staneer, 9 Mod. 80 ; 253. [Caldwell v. Taggart, 4 Peters, Jones v. Jones, 3 Atk. 110; Dormer i). 202; Whelan-i). Whelan,3Cowen, 538; Fortescue, lb. 133; Bagg v. Forster, 1 Houghton w. Davis, 23 Maine, 27; Phil- Ch. Ca. 188 ; Att.-Gen. v. Green, 2 Bro. lipsoni). Gatty, 6 Hare, 26; Story's Eq. C. C. 493; GilTord v. Hart, 1 Sch. & L. Plead., ^ 207, &c.; see Mann v. Butler, 386 ; Bromley v. Holland, 7 Ves. 14 ; 2 Barb. Ch. 362,] Wood v. Williams, 4 Mad. 186. (s) Orrok v. Binney, Jao. 523. (z) Att.-Gen. v. Forster, 2 Hare, 81. (1) Under the 30lh order of August, 1841, trustees, by devise for the sale of real estate, with the power of giving discharges, will represent all the persons beneficially interested, not only in a suit brought by a claimant paramount to the devise, but also in a suit by one of the parties claiming under the will : and that even though the conduct of the trustees be impeached by the bill. Osborn v. Foreman, 2 Hare, 656; S. C. Law Journ., N. S. Chanc. 123. ' See Malin v. Malin, 2 J. C. R. 238 ; Cassidy v. McDaniel, 8 B. Monr. 519; Fish V. Howland, 1 Paige, 20; Carter v. Jones, 5 Ired. Eq. 196; Bank N. A. v. Pollock, 4 Edw. Ch. 315; Everett v. Winn, 1 Sm. & M. Ch. 67 ; McKinley v. Ir- vine, 13 Alab. 681 ; see Story's Eq. Plead., \ 207, &c.; Allison v. Cookson, 2 Coll. C. C. 52: Peppard v. Kelley, 2 J. & Lat. 558. 798 OF SUITS AGAINST TRUSTEES. respecting the trust, unless there is some sufficient reason to the con- trary.(a) But where a mere trustee, having no other interest, can- not be discovered, the 24th section of Sir Edward Sugden's Act (1 Will. IV. c. 60), empowers the court, on proof by affidavit that dili- gent search and inquiry has been made after him, to hear the cause and make a decree against the absent trustee, as if he had regularly appeared.' The onerous character of this rule of pleading, which required the presence of the trustees in every case, has also been much alleviated by the recent general orders of the court.(5) The 23d order of August, 1841, enables a plaintiff to proceed against a trustee or other formal party, against whom no direct relief is required, by serving him with a copy of the bill, omitting the interrogating part, and by praying (instead of the usual subpoena to appear and answer), that the defendant, being served with a copy of the bill, may be bound by the proceedings in the suit. By the 26th of the same orders, the formal party may appear and answer in the usual course, if he so please, but it will be on the penalty of paying the costs, unless the court order otherwise. However, these orders do not apply where any account, payment, conveyance, or other direct relief, is sought against a defendant ; and it must frequently be a matter of very nice discrimination, to determine who is such a formal party as to come within the scope of the orders, (e)^ (o) Weatherbyi). St. Giorgio, 2 Hare, (c) See Lloyd v. Lloyd, 1 N. C. ,C. 624. 181. (i) Ord. Gen. August, 1841, XXIIL, XXIV., XXV. ' See ante, p. 192. * See on these orders, generally, Salmon v. Green, 8 Beav. 457; Thomas u, Selby, 9 Id. 194; Boreham v. Bignall, 4 Hare, 633 ; Buncombe v. Levy, Id. 232; , Boyd V. Moyle, 2 Coll. C. C. 316 ; Anon., 1 De G. & Sm. 321 ; Lay v. Prinsep, Id. 630; Knight v. Cawthorn, Id. 714: Smith v. Groves, 14 Sim. 603; Johnson v. Tucker, 15 Id. 485; Mason v. Best, 16 Id. 429; Lerton v. Kingston, 2 Mac. & Gord. 139; Vincent v. Watts, 3 Id. 240. Where all the parties named in a will had died, and a bill was filed by one of the cestui que trusts against the others, the heir of the last trustee, and certain persons who had been in possession of the estate, praying for an account of the rent received by these persons, for the ap- pointment of new trustees, and that the estates might be conveyed to them by the heir of the last trustee, it was held, that the defendant cestui que trusts had been rightly served with a copy of the bill under the above order, there being nothing asked adversely to them. Johnson v. Tucker, 15 Sim. 485. The correspondingrule in the United States Courts in Equity (liv.), and in Penn- sylvania (liL), is as follows: " Where no account, payment, conveyance, or other direct relief, is sought against a party to a suit, not being an infant, the party, upon service of the subpcBna upon him, need not appear and answer the bill, unless the plaintiff specially requires him so to do by the prayer of his bill; but he may appear and answer at his option ; and if he does not appear and answer. OF SUITS AOAINST TRUSTEES. 799 On the other hand, in suits by cestui que trusts against strangers respecting the trust estate, the rule of practice, requiring the pre- sence of the trustees as parties, is equally imperative.(. Osborne, Barn. 349; Fla- 2 Vern. 361 ; and see Lawson v. Cope- nagan v. Nolan, 1 Moll. 86; Norbury v. land, 2 Bro. C. C. 156; Willis w. Hiscox, Calbeck, 2 Moll. 461. 4 M. & Cr. 197. (p) Vaughan v. Thurston, CoUe's P. Q) Att.-Gen. v. Drapers' Company, 4 C. 175; Mallabar v. Mallabar, Ca. T. Beav. 67; Att.-Gen.-u. Christ's Hospital, Talb. 79; Reach v. Kennegal, 1 Ves. Id. 73. 126. (m) Vide supra; and Rashley v. Mar- (5) Att.-Gen. v. East Retford, 2 M. & tin, 1 Ves. jun. 205. K. 35. (n) Lloyd v. Spillett, 3 P. Wms. 346. (r) Borough of Hertford v. Poor of (0) Shepperd v. Smith, 2 Bro. P. C. Hertford, 2 Bro. P. C. 377. ' See ante, 556, note. ^ Where a trustee denies the trust, and sets up a claim for his own benefit, he will be condemned in costs : Lemmond v. Peoples, 6 Ired. Eq. 37 ; Waterman v. Cochran, 12 Verm. 699; see Spencer u. Spencer, 11 Paige, 297, where costs were merely refused. Where property has been conveyed on an illegal trust, the trustees will be liable to costs on account of their concurrence, on a bill by those entitled to the resuhing trust : Lemmond v. Peoples, ut supra; see Tarquand V. Knight, 14 Simons, 643. OF COSTS. 823 it.(s) And so if the conduct of the trustees during the progress of a suit occasions a needless increase of expense, the court will throw upon them the additional expense. For instance, where the trustees had embarrassed the proceedings, and rendered it necessary to have other *parties brought before the court, by appointing new trustees after the institution of the suit, they were ordered to L . J pay the extra costs occasioned by that act.(i) Where there are several co-trustees, and some of them only have been guilty of the misconduct which occasioned the suit, whilst the others have been ready and anxious to discharge their duties properly, the guilty trustees alone will be decreed to pay the costs of the suit, including the costs of their innocent co-trustees. (m)* However, it has been already shown, (a;) that the court in the exer- cise of its discretionary jurisdiction has frequently refused to deprive the trustees of their costs of a suit, though the decree is made against them ; and those cases are yet stronger authorities for refusing to make the trustees pay the costs. Hence, to recapitulate those in- stances, an exception will be made to the general rule charging trus- tees with the costs of^a suit occasioned by their breach of trust, and they will even be allowed their costs, where their conduct has pro- ceeded from mistake or accident, without any corrupt or improper motive ; as where an erroneous claim for his own benefit had been raised bond fide by a trustee ;(z/) or where through a venial mistake, or misapprehension of their duty, there had been an incorrect appli- cation, or retention of, or other dealing with, the trust funds, (s) (more especially if the question relates only to a small portion of the property), (a) or where the suit is instituted with unnecessary haste,(J) or after great and unnecessary delay,(e) and where the trustees take the earliest opportunity of correcting their error, after it is brought to their notice,((i) and their accounts are correct and satisfactory in (s) Westover v. Chapman, 1 Coll. Travers v. Townsend, 1 Moll. 496; 379, 383. Flanagan v. Nolan, lb. 84; Taylor v. (t) Att.-Gen. v. Clack, 1 Beav. 467; Tartrum, 6 Sim. 281 ; Mousley v. Carr. Cafe V. Bent, 3 Hare, 249; S. C. 13 Law 4 Beav. 49. Journ. N. S., Chanc. 169. (a) Fitzgerald v. Pringle, 2 Moll. 534 ; (u) Bagot V. Bagot, 10 Law Journ. N. Sammes v. Rickman, 2 Ves. jun. 36. S., Chanc. 116. [See Webb v. Webb, (t) Bennet'U. Atkins, 1 Y. & Coll. 249. 16 Sim. 55.] (c) Att.-Gen. v. Dudley, Coop. 146; (,x) Vide supra. Pearce v. Newlyn, 3 Mad. 189. (i/) Bennett v. Going, 1 Moll. 529 ; (d) Att.-Gen. v. Drapers' Company, 4 vide supra. Beav. 71. (z) Parrot v. Treby, Free. Ch. 254 ; ' But where several defendants are involved in a breach of trust, the court gives costs against all, without regard to the degree of culpability, on the princi- ple of giving greater security for their payment. Lawrence v. Bowles, 2 Phill. 140. 824 OF COSTS. other respects. (e) And corporations and other trustees for charities appear to be regarded with especial favor in this respect, where the error has been adopted and followed from the long-continued practice of their predecessors. (/) But trustees will not meet with this indulgence, unless they have given every possible facility to the court to do complete justice, by delivering their accounts, and giving all the information in their power,(^) and if they act in a contrary spirit, that alone will induce the court to visit them with costs. (A) Where a trustee acts under the advice of counsel, which turns out to be erroneous, he will certainly not be made to fay the costs r*'ifi41 °^ ^^ ^'^'^ "W *^^ ^^^® already had occasion to consider how far he would be entitled to receive his costs under such cir- cumstances. (^) In some cases, as we have already seen, the court has contented itself with depriving the trustees of their costs, leaving each party to pay their own.(Z) For instance, where a trustee, who was also tenant for life, through mistake as to her rights had applied part of the trust funds to her own use, she was decreed to account for the money so applied, with interest at four per cent. ; but as the construction of the will was doubtful, and she had acted through ignorance, the decree was made against her without costs. (m) And a decree has been made without costs against a trustee, on the ground of the delay on the part of the plaintiffs in prosecuting their claim. (m) A suit against trustees is frequently rendered necessary by circum- stances, independent of, and wholly unconnected with, any breach of trust, and in such cases the court will meet the justice of the case by apportioning the costs of the suit, and will in general give the trus- tees all the costs not actually occasioned by their breach of trust.' (e) Mackenzie v. Taylor, [7 Beav. [Devey v. Thornton, 12 Engl. L. & Eq. 467.] 204.] (/) Att.-Gen. v. Caius College, 2 (fc) Vide supra. Keen, 169; Att.-Gen. u. Drapers' Com- (Z) O'Callaghan v. Cooper, 5 Ves. pany, 4 Beav. 71; Att.-Gen. v. Drum- 117; Raphael v. Boehm, 13 Ves. 592; mond, 3 Dr. & W. 162. Forbes v. Ross, 2 Bro. C. C. 431; (g) See Parrot v. Treby, Prec. Ch. Fletcher v. Walker, 3 Mad. 74 ; Mous- 254 ; Att.-Gen. v. East Retford, 2 M. & ley v. Carr, 4 Beav. 49 ; Massey v. K. 40. Banner, 4 Mad. 413. (A) Alt-Gen. v. East Retford, 2 M. & (m) Mousley v. Carr, 4 Beav. 49. K. 36. , (n) Att.-Gen. v. Dudley, Coop. 146; (i) Angler v. Stannard, 3 M. &K. 572. Pearce v. Newlyn, 3 Mad. 189 ; ante, p. 144. ' In Fozier v. Andrews, 2 Jones & Lat. 199, a trustee who had not miscon- ducted himself, was allowed his costs of suit, though charged with interest; but his account being greatly reduced, in the Master's office, he was not allowed the OF COSTS. 825 The rule has been thus stated by Sir Thos. Plumer, V. 0. : " If a suit would have been proper, and the executor a necessary party, though the executor had not misconducted himself, he ought not to pay all the costs of such a suit, though in the course of the suit it appears, that he has misconducted himself; but if the misconduct of the executor was the sole occasion of the suit, he ought then to pay the costs, "(o) Therefore, where a bill was filed by cestui que trusts against their trustee, charging him with misconduct in felling timber, and also with an improper investment of part of the trust funds, and they failed in establishing the first part of their case, which was abandoned, but succeeded in proving the other part, and obtained a decree against the trustee for an account of the trust funds misap- plied by him, with interest at five per cent., the Master of the Rolls said, that it would be injustice to make the defendant pay the whole of the costs, for one part of the bill had failed ; and he was therefore decreed to pay so much of the costs as related to the breach of trust.{p) And in Sanderson v. Walker,(g') where the trustees for the sale of an infant's estate had themselves purchased the estate at an undervalue, the decree against them for a re-sale was made with costs ; but as to other parts of the case, which concerned accounts, that must have been talcen, if the purchase had not been made by the trustees, the Lord Chancellor considered, that there was no ground for charging the trustees with costs, and they were therefore allowed those costs, as in ordinary cases, (r) Again, in Tebbs v. Carpenter,(s) where a suit had become neces- sary to determine the construction of a will, but in the course of the suit, *inquiries were directed as to arrears of rent and balan-p^r/^r-i ces retained by the trustees in breach of their trust, the trus- tees were allowed their costs of the suit, with the exception of the costs occasioned by the inquiries as to the breach of trust.{s) And upon the same principle, where an executor had refused to render his account, but upon a bill filed, set out the account correctly in his answer, and the plaintifi", notwithstanding, took a decree for account, the Vice- Chancellor gave the plaintifi" the costs up to the decree, but he allowed the defendant the costs of the subsequent proceedings.if) So in the (o) Tebbs v. Carpenter, 1 Mad. 308; phael v. Boehm, 13 Ves. 590 ; Ayliff v. and see Craokelt v. Bethune, 1 J. & W. Murray, 2 Atk. 61. 589. (r) See Campbell v. Walker, 5 Ves. (p) Pocock V. Reddington, 5 Ves. 678. 794, 800; see Lowson v. Copeland, 2 («) Tebbs v. Carpenter, 1 Mad. 290, Bro. C. C. 156. 309. (?) 13 Ves. 601, 604; and see Ra- («) Anon., 4 Mad. 273. costs of the office. So in Pennsylvania, where the balance in an executor's account, claimed to be in his favor, is turned against him, the expenses of the audit will be put on him. Sterrett's Appeal, 2 Pa. R. 419. 826 OF COSTS. recent case of Pride v. rooks,(M) which was a suit to charge a trus- tee with the consequences of a particular breach of trust, and also to obtain the directions of the court as to the general administration of the trust, the trustee was allowed the general costs of the suit, al- though he was decreed to pay so much of the easts as had been caused hy his breach of trust.iu) And upon this principle, although a suit may have been originally occasioned by the breach of trust of the trustees, yet after a decree has been made remedying the breach of trust, and the decree has been acted upon, and the trust property replaced by the trustees, they will not be charged with the costs of Any subsequent proceedings, that may be taken for the convenience or benefit of the cestui que trusts. For instance, in a late case in the Rolls(2;) a bill was filed against a trustee to charge him with a breach of trust in selling out and improperly investing the trust fund, and at the hearing, a decree was made against the trustee, directing him to replace the fund and pay the costs, which was done. It was also referred to the Master to take the account of the estate, and to ascer- tain certain facts requisite for clearing and distributing the trust fund, and Lord Langdale, M. R., without hearing counsel for the trustees, held, that they were not liable for the costs of these subsequent pro- ceedings, (a;) So if the plaintifi", in a suit against trustees enter into any unne- cessary evidence, as where he proves a fact which is admitted, or which is not required to be proved — he will be refused the costs thus needlessly incurred, although he succeeds in the suit, and obtains a decree with costs against the defendants. (z/) In suits between trustees and cestui que trusts, where there is a fund under the control of the court, the trustees, as a general rule, are entitled to their costs out of the fund, to be taxed as between so- licitor and client, and not like ordinary costs, as between party and party 'jizf and these are emphatically termed trustee's costs.(a) And («) Pride -y. Fooks, 2 Beav. 430,437. Whilmarshu Robertson, 1 N.C. C. 717: \x) Hewett v. Foster, 8 Jurist, 759. Mohun v. Mohun, 1 Sw. 201. \y) Thorby v. Yates, 1 N. C. C. 469; (a) See Poole v. Pass, 1 Beav. 604 ; and see Westover v. Ciiapman, 1 Coll. Holford v. Philps, 4 Beav. 475; Cough 379,383. V. Andrews, 8 Jurist, 307; York v. {z) Amand v. Bradbourne, 2 Cha. Brown, 1 Coll. N. C. C. 260. Ca. 138; Pride v. Fooks, 2 Beav. 437 ; ' Hosack V. Rogers, 9 Paige, 463 ; Irving v. De Kay, 9 Paige, 533 ; Minuse v. Cox, 5 J. C. R. 451. The allowance to executors, in proper cases, of reasonable counsel fees, is general. See Capeart v. Huey, 1 Hill's Eq. 405 ; Day ii. Day, 2 Green's Ch. 549 ; Scott's Est., 9 W. & S. 98. Hester v. Hester, 3 Tred. Eq. 9 ; Jewett V. Woodward, 1 Edw. Ch. 200 ; Glass v. Ramsey, 9 Gill, 459 ; Towns- hend v. Brooke, 9 Gill, 90; Burt v. McEwen, 1 Baldw. C. C. 154; Morton v. Barrett, 22 Maine, 257; Stephens^. Lord Newborough, 1 1 Beav. 403; 12Jur.319. OF COSTS. 827 in addition to their costs of the suit, they will also be allowed their charges and expenses, if properly incurred.(6) But costs as between solicitor and client will not include every charge which a party's own solicitor would be entitled to make against him in his bill ; or any charges or expenses which are not *strictly costs. There- r^ggg-i fore, the decree should always go on to allow the trustee his charges and expenses.{c) The distinction between costs taxed as be- tween party and party, and those as between solicitor and client, is peculiar to courts of equity, and does not exist at law. Where there is the usual direction in the decree for just allowances, the trustee will be entitled to his charges and expenses, as well as his costs, under that head, without any special mention of them.{d) And although there may be no fund in court which is applicable in the payment of costs, yet if a trustee be brought before the court by his cestui que trusts, and a decree obtained by them for their own benefit, and without any default on the part of the trustee, he will be equally entitled to his costs as between solicitor and client, to be paid to him personally by the plaintiffs. (e) And it is immaterial that the trustee, who is made a defendant to a suit, is a solicitor. [f) How- ever, the decree, or order, must contain an express direction to tax the costs of the trustee as between solicitor and client; for, other- wise, the taxation will be made in the ordinary way, as between party artd party ;[g) although if the decree contain the usual direction for just allowances, he would be entitled to his extra expenses under that head. (A) But in suits between trustees and strangers to the trust, it has been already stated, that trustees are on precisely the same footing as any other parties suing or defending in the court; and, therefore, as against the strangers, they will be entitled to costs only on the ordi- nary scale, as between party and party.{i) Therefore, where a bill (i) Hallij. Laver, 1 Hare, 577 ; Amand (/) York v. Brown, 8 Jurist, 567 ; i V. Bradbourne, 2 Ch. Ca. 138; et vide Coll. N. C- C. 260. [See post, p. 575, post ; and Worrall v. Harford, 8 Ves. 8. note.] (c) See Fearns v. Young, 10 Ves. 184; (g) Fearnes v. Young, 10 Ves. 184. et post, 570, Ch. [Allowances.] (h) Ibid. U) Ibid. (i) Dunlop v. Hubbard, 19 Ves. 205 ; (c) Poole V. Pass, 1 Beav. 604 ; Hoi- Edenborough v. Archbishop of Canter- foJd V. Phipps, 3 Beav. 442; 4 Beav. bury, 2 Russ. 94, 112. 475; Hampson v. Branwood, 1 Mad. 392, 395. But see in New York, in the Surrogate's Court, where there is a fixed fee bill; Halseyu. Van Amringe, 6 Paige, 12. A Master, before decree, cannot allow counsel fees in the particular suit, unless directed to do so in the order of reference. Hosack v. Rogers, ut supr. As to what costs may be allowed, see Stephens v. Lord Newborough, ut supr. ; Ex parte Croxton, 13 Engl. L. & Eq. 402. 828 OF COSTS. had been filed against the trustees named in a will, to establish the will and ascertain the rights of the parties, and the bill was dismissed, on the ground that the will was void, the trustees were not allowed their costs as between solicitor and client, for they were trustees of a nullity. (A) However, in a late case, it was held by Lord Lang- dale, M. R., that a trustee, acting hond fide under a will, which turned out to be invalid, was entitled to be indemnified out of the testator's personal estate. (Z) Again, where a person who has been named a trustee in an instru- ment is made a party to a suit respecting the trust, and he disclaims by his answer, and the bill is then dismissed against him, he is en- titled only to the ordinary costs, as between party and party ; for his own answer shows, that he does not fill the character of a trustee, but only that of an ordinary party. (m) And it is immaterial, that the person so disclaiming is continued as a party up to the hearing of the cause. (w)(l) r*'ifi'71 *However, where a trustee in a suit with strangers has ob- ^ -I tained his costs as usual between party and party only, he will be entitled to reimbursement out of the trust fund for all extra costs properly incurred, and such a claim may be allowed him under the head of just allowances. (o) And on the same principle, where a trustee fails in a suit with a stranger, and is consequently cast in costs, yet if the suit, or the defence to it, were reasonable and proper, and not occasioned by the misconduct of the trustee, he will be entitled to retain the amount of the costs so paid out of the trust funds in his hands ;(p) although, if there be no available funds in his hands, or under the control of the court, the trustee will have no personal remedy against the cestui que trusts to recover the costs which he may have paid. (5') The costs, as well as the charges and expenses of trustees, when properly incurred, constitute a charge or lien on the trust estate in {k) Mohun v. Mohun, 1 Sw. 201. (0) Amand v. Bradbume, 2 Ch. Ca. Q) Edgecombe v. Carpenter, 1 Beav. 138 ; fiamsden v. Langley, 2Vern. 536; 171. see Fearns v. Young, 10 Ves. 184; Hill (m) Norway v. Norway, 2 M. & K. v. Magan, 2 Moll. 460 ; Edgecombe v. 278; Bray v. West, 9 Sim. 429; over- Carpenter, 1 Beav. 171. ruling Sherratt v. Bentley, 1 R. & M. (p) See Edgecombe v. Carpenter, 1 655. Beav. 174. (n) Bray u. West, 9 Sim. 429. (g) Moliun v. Mohun, 1 Sw. 201; Adair v. Shaw, 1 Sch. & Lef. 280. (1) A consignee, or agent, who receives and holds property for the benefit of others, butwho is not appointed a trustee by deed, cannot have his costs, as between solicitor and client of a suit brought by parties having conflicting claims to the property in his hands; but he is in the same situation as a plaintiff in a bill of interpleader, who is entitled to costs only as between party and party. Dunlop V. Hubbard, 19 Ves. 205. OF COSTS. 829 their favor ;' and they will not be compelled to part with the legal estate, until their claim is discharged, (r) But this privilege does not in general extend to solicitors, or other persons, employed by the trustees; and such persons will be confined to their personal remedy against the trustee, by whom they were employed, (s) How- ever, any part of the trust estate which may be actually realized or recovered by the suit in which the solicitor was employed, will be subject to his lien for the costs of the suit.(i) Where a bill of costs is paid by a trustee out of his own pocket, he will not be allowed to charge interest on the amount paid.(M) Where at the hearing the costs of a party, or class of parties, have been ordered to be taxed as between solicitor and client, the same principle of taxation will in general be followed in the subse- quent proceedings, although a different state of circumstances may then exist.(a;) And a different principle of taxation will never be adopted upon a subsequent application by petitwn.{y) It may be observed, however, that the court will not consider itself bound by a previous order for the taxation of costs as between solicitor and client, where that order was obtained upon petition and hy consent.{z) If the suit be occasioned by any doubt or difficulty as to the general construction of a will, the rule is that the costs shall be defray- (-^crqt ed out of *the testator's general residuary personal estate. (a)^ L -■ (r) Worrall v. Harford, 8 Ves. 4, 8; Pr. 971; Massiet). Drake, 4 Beav. 433 ; Hall V. Laver, 1 Hare, 577; see Ex and see Gaunt i;. Taylor, 2 Beav. 347. parte James, 1 D. & Ch. 272. [Jones -u. (»/) Massie v. Drake, 4 Beav, 433. Dawson, 19 Alab. 675.] _ (z) 2 Dan. Ch. Pr. 971; 3 Id. 76. (s) Ibid. ; and see Lawless v. Shaw, (a) Studholme v. Hodgson, 3 P.Wms. 1 Ll.&G. 154; 5 CI. & Fin. 129. [Jones 303; Joliffe v. East, 3 Bro. C. C. 27; V. Dawson, 19 Alab. 678.] Nisbet v. Murray, 5Ves. 158; Commis- (t) Bozon V. BoUand, 4 M. & Cr. sioners of Char. Donations v. Cotter, 1 354; Hall v. Laver, 1 Hare, 578. Dr. & W. 498; Fergusson v. Ogilvy, 2 («) Gordon v. Trail, 8 Price, 416. Dr. & W. 555; Shuttleworthw. Howarth, [x) Trevevant v. Frazer, 2 Dan. Ch. Cr. & Ph. 228; Thomason v. Moses, 5 Beav. 77. ' Jones 1). Dawson, 19 Alab. 675; Cecil v. Korbman, stated 1 Binn. 134; Barker V. Parkenham, 2 Wash. C. C. 142. Not where their estate has terminated: Bel- linger V. Shafer, 2 Sandf. Ch. 293. In Malins v. Greenway, 7 Hare, 391, where trustees had severed in pleading, it seems properly, and there were charges against one not in his character of trustee, from v?hich costs arose, and he afterwards died, it was held that, whatever might be the general rule, he had not acquired any lien on the fund for the costs; and a petition of his representa- tives, that his costs might be taxed, was refused. In Carow v. Morell, 2 Edw. Ch. 56, the costs of an administrator, who was removed after a suit commenced against him, were allowed out of the estate. 2 Floyd V. Barker, 1 Paige, 480; Bryant v. Blackwall, 15 Engl. L. & Eq. 76; Butts V. Genung, 5 Paige, 254. See under the Trustee Relief Acts (ante, p. 543, note), Re Harris's Will, 8 Engl. L. & Eq. 99. It has been held underthose acts 830 OF- COSTS. And the same rule applies, although the difficulty concerns the real estate only. (5) But if the question affect solely a particular trust fund, which has been separated from the general residue, the costs must then be borne by the fund respecting which the question has arisen. (e) Where the trustees are indebted to the trust estate, the amount of the costs to be paid to them by the cestui que trusts may be set off pro tanto against the deht.{d) But as we have already seen the bankruptcy of a trustee will not disentitle him to his costs as against the cestui que trusts.{e) And where a trustee, who is indebted to the estate, is made a party to a suit, and he then becomes bankrupt, and obtains his certificate, the costs incurred before the banltrwptcy will be set off against the debt due from him, but he will be entitled to receive his costs subsequently to the bankruptcy, without any de- duction or set-off in respect of the debt, for the debt was extinguished by the proof under the bankruptcy and the certificate. (/) The costs of trustees, who are brought before the court by petition, under the summary jurisdiction conferred by statute, will be given them out of the trust estate ; as in the case of applications with respect to charities, or for, a conveyance or the appointment of new trustees on the bankruptcy, infancy, or lunacy, &c., of the existing trustees.(^) But the court in such cases has no jurisdiction to award costs out of the trust estate to any other parties than the trustees ;(A) and the power to give the trustees their costs, exists only where ex- pressly provided by the statute,(i) although a summary application, (6) Ripley t>. Moysey, 1 Keen, 579. Gibbs, 8 Jurist, 266 ; ante [Bankruptcy (c) Jenour v. Jenour, 10 Ves. 562; of Trustees], p. 533. and see Shaw v. Pickthall, Dan. 92; (/) Ibid. [Gotten u. Clarke, 13 Engl. Duke of Manchester v. Bonham, 3 Ves. L. & Eq. 377.] 61 ; King v. Tayler, 5 Ves. 809. (g) Ex parte Cant, 10 Ves. 554; Re (d) Harmer v. Harris, 1 Russ. 155; Bedford Charity, 2 Sw. 532; Ex parte Samuel v. Jones, 2 Hare, 246 ; Gibbons Pearse, T. & R. 225 ; Ex parte Whitley, V. Hawley, Id. note. 1 Deao. 478; Re King, 10 Sim. 605; (c) Samuel v. Jones, 2 Hare, 246 ; vide supra, p. 187, 290. Gibbons u. Hawley, Id. note; Ex parte (fe) Re Bedford Charity, 2 Sw. 532. (i) Re Isaac, 4 M. & Cr. 14. that the costs of an application by the tenant for life, come out of the corpus. Ross's Trust, 2 Engl. L. & Eq. 148; Fields' Settlement, 13 Engl. L. & Eq. 11. Contra: Bangley's Trust, 13 Engl. L. & Eq. 28. The general rule does not, how- ever, apply to a suit under an appointment, so as to throw the costs on the un- appointed share ; they are to be apportioned between the two : TroUope v. Rout- ledge, 1 De G. & Sm. 662; 11 Jur. 1002. Costs will not be allowed out of the fund to other parties, to the exclusion of the executor's commissions and expenses : Halsey v. Van Araringe, 6 Paige, 18. The trustees are always, in doubtful oases, entitled to their costs on a bill for the construction of a will: Irving v. De Kay, 9 Paige, 521 ; Rogers v. Ross, 4 J. C. R. 608 ; see ante, note to page 543. OF COSTS. 831 which the court has no jurisdiction to entertain, may be refused with costs. (A;) The payment of a bill of costs by a trustee, will not preclude the cestui que trust from subsequently applying to the court for an order for the taxation of the bill, wherever the right to make that appli- cation would exist, if the payment of the bill had been made by the cestui que trust himself. (Z) But after the cestui que trust has acqui- esced for a considerable period in the payment of a bill of costs by his trustee, he will not be allowed to question the propriety of the payment, or to apply for a taxation, at all events as against the solicitor, whatever may be his rights as against the trustee, (m) And now, the recent act 6 & 7 Vict. c. 73, s. 41, precludes the court in any case whatever from ordering the *taxation of a bill of .q.. costs, which has been paid for twelve months.{n) And it has '- -^ been decided, that this section applies to the payment of a bill of costs by a trustee, so as to preclude any subsequent taxation of the costs as against the solieitor.io) However, if a trustee pay a solici- tor's bill improperly, and neglect to have the bill taxed in due time, there is nothing in the act to prevent the Court of Chancery from disallowing to the trustee the whole or part of the payment so made by him, and from ascertaining by taxation, if necessary, what is a proper sum to be allowed to the trustee for the payment.(p) And this leads to the observation, that a trustee is not at liberty to pay the amount of bills of costs without question or consideration. But where the bills contain taxable items, and it is the ordinary course to have them taxed, it is his duty to have the taxation made, at the risk of having the payment of the costs disallowed him in passing his accounts.(g') And where the payment of a bill of costs by a trustee is made the subject of complaint, it will be referred to the Master in the first instance, to inquire into the propriety of the payment, and the point may be ultimately brought before the court, by excepitions to the Master's report.(r) However, in some cases, the Master, without proceeding to a regular taxation of the bills of costs paid by the trustee, will hand them over to the proper officer to be moderated, and the difference between the amount of the bills thus moderated, and those actually paid by the trustees, will be disallowed.(8) (A) Ibid. (p) Per Lord Langdale, M. R., 5 (J,) Hayard v. Lane, 3 Mer. 291; Beav. 429. Groves v. Sansom, 1 Beav. 297 ; and (g) Fountaine v. Pellet, 1 Ves. jun. see 6 & 7 Vict. c. 73, s. 39. 337, 343 ; Johnson v. Telford, 3 Russ. (m) Groves v. Sansom, 1 Beav. 297; 477. see Johnson v. Telford, 3 Russ. 477. (r) Ibid. (n) Binns v. Hey, 5 Beav. 429, stated. (s) Johnson v. Telford, 3 Russ. 477. (o) Re Downes, 5 Beav. 427. 832 OP ALLOWANCES TO TEUSTBBS. The application for the taxation of a bill of costs may be made by one of two executors or trustees.(^) A trustee, against -whom a decree is made for breach of trust, will be charged with only one set of costs. And, therefore, where the bill was filed on behalf of some of the cestui que trusts only, and the others were made defendants, the trustee was ordered to pay the plaintiff's costs only, and those of the other defendants were directed to be paid out of the trust fund.(M) [*570] ^CHAPTER V. OF ALLOWANCES TO TRUSTEES. Trustees have an inherent right to be reimbursed all expenses properly incurred in the execution of the trust, and no express de- claration in the trust instrument is requisite to create that right.' Lord Eldon has said, that " it is in the nature of the office of trus- tee, whether expressed in the instrument or not, that the trust pro- perty shall reimburse him all the charges and expenses incurred in the execution of the trust."(a) And in a modern case,(6) Lord Cot- tenham stated it " to be quite clear, according to the rule, which ap- plies to all cases of trust, that if necessary expenses are incurred in (0 Hayard v. Lane, 3 Mer. 285; see (a) Worrall v. Harford, 8 Ves. 8. Lockhart v. Hardy, 4 Beav. 224. (6) Att.-Gen. v. Mayor of Norwich, 2 (u) Hosking v. NichoUs, 11 Law M. & Cr. 406, 424. Journ. N. S., Chanc. 230. ■ Burr-u. MoEwen, Baldwin C. C. 154; Pennell's App., 2 Barr, 216; Hutton v. Weems, 12 Gill & John. 83; Myers v. Myers, 2 McCord's Ch. 43; Perkins u. Cranshaw, 1 Hill's Eq. 350; Morton v. Adams, 1 Strobh. Eq. 76; Miller u. Bever- leys, 4 Henn. & Munf. 415; Miles v. Bacon, 4 J. J. Marsh, 457; Ames v. Dow- ning, Bradf. Surr. R. 321; Egbert v. Brooks, 3 Harrington, 310; Morton v. Bar- rett, 23 Maine, 257. So though the trust be subsequently declared void, if they have acted in good faith. Hawley v. James, 16 Wend. 61; Re Wilson, 4 Barr, 430; Stewart v. McMinn, 5 Watts & Serg. 100. So advances for the benefit of the trust fund will be reimbursed ; Altimus v. Elliott, 2 Barr, 62 ; and even, it seems, as against creditors, advances made to the cestui que trust on the faith of the funds. Iredell v. Langston, 2 Devereux' Eq. 594. See as to allowances for costs and expenses in suits, with regard to the trust estate, ante, p. 551, 565, and notes. Where a trustee, however, neglects to keep proper accounts of his expendi- tures, the lowest estimate will be put on them in remunerating him therefor, McDowell V. Caldwell, 2 McCord's Ch. 43. Every intendment of fact, indeed, is to be made against a trustee who keeps none, or very imperfect accounts. Ex parte Cassel, 3 Watts, 442 ; and see Green v. Winter, 1 J. C. R. 27. OF ALLOWANCES TO TRUSTEES. 833 the execution of a trust, or in the performance of duties thrown on any parties, and arising out of the situation in which they are placed, such parties are entitled, without any express provision for that pur- pose, to make the payments required to meet those expenses, out of the funds in their hands belonging to the trust. Such is the rule of courts of equity, and such also is the rule at common law."(c) And it was laid down by Sir J. Leach, V. C, in an earlier case, that a trustee is, of course, entitled to all reasonable expenses which he may have incurred in the conduct of the trust, and he requires no order for that purpose. (ci) It is clear, therefore, that trustees will be justified in retaining out of the trust estate all expenses properly incurred in the discharge of the trust ; and no order or direction of the court is requisite to sanc- tion that step, and the absence of the clause, usually inserted in the trust instrument for the reimbursement and indemnity of the trus- tees, is also perfectly immaterial. However, where a decree for an account is made against trustees, they should take care that the usual direction to the Master to make just allowances, is not omitted in drawing up the decree, for the Master cannot make such allowances without that direction. (e) But under a direction to make just allowances, the Master may consider and allow all extra costs, charges, and expenses incurred by a trustee. And money expended by trustees in taking legal opinions, and pro- curing directions for the due execution of the trust,(/) as also the expenses of effecting sales,(^) may be allowed by the Master under this head. And although a trustee under a will is allowed a commis- sion of five per cent, on the rents and profits, or an annuity for his trouble, he will not, for that reason, lose the right to his charges and expenses under the head of just allowances. (A) In all cases, the propriety or impropriety of particular payments made, or expenses incurred, by a trustee, will depend on the extent of his powers of management, the nature of the trust property, and the relative position *of the cestui que trusts ; these, and a rifrr,-,-, variety of other circumstances, which necessarily vary in -* every case, will all be taken into consideration in determining the question ; and it is extremely difficult to lay down any general rules upon this point. Where a trustee is expressly authorized to incur certain specified expenses, no question can of course arise as to his right to have such (c) See Rex v. Inhabitants of Essex, (g) Crump v. Baker, 18 Ves. 285. 4 T. R. 591 ; Rex v. Commissioners of Qi) Webb v. Earl of Shaftesbury, 7 Sewers, 1 B. & Adolph. 232. Ves. 480; Wilkinson v. Wilkinson, 2 S. {d) Brocksopp v. Barnes, 5 Mad. 90. & St. 237 ; Fountaine v. Pellet, 1 Ves. (e) Howell v. Howell, 2 M. & Cr. 478. jun. 337. (/) Fearns v. Young, 10 Ves. 184. 53 834 OF ALLOWANCES TO TBUSTEES. payments allowed. And where no such special power is conferred by the trust instrument, a trustee under a will of real estate, who has general discretionary powers to let and manage or superintend, will be entitled to all the ordinary expenses requisite for keeping up the estate, such as wages, and salaries to servants, and audit dinners to the tenants, as well as for the requisite repairs to the house and other buildings, and for rates and taxes. («y And sums expended in building farm-houses, and in draining and manuring, and other improvements of that nature, will also be allowed to a trustee, who is invested with similar general powers of management.(A) However, we^have already seen, that the cestui que trust for life, who is in possession of the trust estate, is liable to all the current expenses attending the enjoyment of the property — such as the rates and taxes, and all necessary repairs, and the trustees will not be justified in defraying those expenses out of the general trust fund ; and if they do so, it will be at the risk of having the payments dis- allowed.(0' Where a trustee resides in the mansion-house by the testator's direction, he will be allowed the rates and taxes, although he has the benefit of residing in the house, (m) However, a trustee who em- ploys a park-keeper, or other servant, for his own purposes, must pay him himself, and will not be allowed his wages out of the estate.(M) And so a trustee, with the most ample powers of management, can- not of his own authority keep up a mere pleasure establishment, such as gamekeepers, &c. ; and before such expenses are allowed him, it will be referred to the Master to ascertain whether such an esta- blishment be necessary. (o) A trustee acting without an express authority will not be allowed the expense of pulling down and re- building a house.(^) A payment made by a trustee upon his own responsibility will be allowed to him in his accounts, although it was of a doubtful charac- ter, if it be ultimately approved of by the court. And this is in ac- cordance with the general rule, that what the court would allow upon (i) Fountaine v. Pellet, 1 Ves. jun. Nairn v. Majoribanks, 3 Russ. 582; 337; Webb v. Earl of Shaftesbury, 7 Caldecott u. Brown, 2 Hare, 144; ante, Ves. 480; Bridge v. Brown, 2 N. C. C. p. 394, 395, and notes. [Jones v. Daw- 181, 191. son, 19 Alab. 673.] (ft) Bowes V. Earl of Strathraore, 8 (m) Fountaine v. Pellet, ubi supra. Jurist, 92. (n) 1 Ves. jun. 343. {V) Fountaine v. Pellet, 1 Ves. jun. (o) Webb v. Earl of Shaftesbury, 7 342; Bostock v. Blakeney, 2 Bro. C. C. Ves. 480, 488. 653 ; Hibbert v. Cooke, 1 S. & St. 552; (p) Bridge v. Brown, 2 N. C. C. 191. > Ante, 395, 429, and notes. * See ante, 394, 395, and notes. OF ALLOWANCES TO TRUSTEES. 835 a suit, shall be good without suit.(9') For instance, where a trustee had paid a sum of money to relieve the estate from a liability on a lease, which was a burden to the estate, the court considered this a necessary expense, and allowed the payment.(»-)' And a payment by trustees of their own authority for the *maintenance of r^rfrg-i an infant will be allowed, if afterwards approved of by the ^ -^ court. («)' And so it seems, that a payment, made by trustees upon the opi- nion of their legal adviser, will be allowed them in their accounts, although the court may afterwards decide against the validity of the claim, in satisfaction of which the payment was made. Thus in a case, where an executor without due inquiry had paid the whole amount secured by a promissory note of his testator, when 2001. of the amount had in fact been paid off, he was disallowed this 2001. in passing his accounts ; but the Master of the Rolls in the course of his judgment said, that if the executor had taken advice, and been advised by any gentleman of the law in this country, that he was bound to make the payment, he would not have held him liahle.{t) All payments, properly made by trustees out of their own pockets in discharging the duties of their office, will unquestionably be al- lowed them, — such as postage, travelling expenses, &c.,(m) and the usual expenses attending a sale required by the trust. (a;) And where the fines, and other necessary expenses attending the renewal of leaseholds or copyholds, have been paid by the trustees, they will of course be entitled to a repayment,(«/) and they will have (g) See Balsh ■». Higham, 2 P. Wms. (t) Vez v. Emery, 5 Ves. 141, 144. 453. [Button v. Weems, 12 G. & J. (u) Webb v. Earl of Shaftesbury, 7 83 ; Gray v. Lynch, 8 Gill, 403.] Ves. 484 ; Brooksopp v. Barnes, h Mad. (r) 1 Ves. jun. 343. 90; see Ex parte Lovegrove, 3 Deac. Is) Barlow v. Grant, 1 Vern. 255; & Ch. 763. Franklin t). Green, 2 Vern. 137; ante, p. (x) Crump u. Baker, 18 Ves. 285. [395, note; 399, note, 2.] (2/) James v. Dean, 11 Ves. 396; Randall v. RusssU, 3 Mer. 196. ' So a trustee will be allowed in his account for the discharge of incumbrances on the estate. Murray v. De Rottenham, 6 J. C. R. 62 ; Mathew v. Dragaud, 3 Desaus. 25: Pennell's App., 2 Barr, 216; Freeman v. Tompkins, 1 Strobh. Eq. 53. 2 In Nelson v. Dunscombe, 9 Beav. 211, 10 Jur. 399, it was held that where a trustee had properly expended moneys for the protection and safety of an adult cestui que trust, at a time when the latter was incapable of taking care of himself, though before a commission de lunatico inquirendo had issued, they should be allowed in his account; as also the expenses of the removal of the cestui que trust to an asylum and the expenses of a commission. It is no objection to the allowances and disbursement of a trustee, that they were made without the consent of his co-trustee. Miller v. Beverleys, 4 Henn. &Munf. 415. 836 OF ALLOWANCES TO TKUSTEBS. a lien on the trust estate for the amount, and will not be compelled to convey to the cestui que trusts, until that repayment is made.(s) And so where a trustee has advanced money out of his own pocket, in order to relieve the trust estate from charges bearing heavy in- terest, he will be repaid the amount out of the estate.(a) And in these cases trustees will also usually be entitled to interest at four per cent, on the money advanced by them. (J) Although it is con- trary to the practice to allow interest on bills of costs paid by a trustee pending a suit respecting the trust estate. (c) The duty of trustees, with regard to the payment of bills of costs for legal proceedings relating to the trust estate, has been considered in the preceding chapter, as well as the extent to which such pay- ments by them will be allowed. (c^) And we have also seen, that a trustee under the head of "just allowances" will be entitled to retain out of the trust fund his extra costs of a suit beyond the taxed costs, and also the costs, which he may have been compelled to pay in any suit or action, provided the proceedings have been necessary or proper, (e) Trustees are unquestionably entitled to employ a solicitor for their assistance and guidance in the administration of the trust.(/) And ^ also *in case of any doubt or difficulty to take the opinion L J of counsel ;(^) and they will be allowed those expenses out of the trust estate. And where the accounts are of an intricate and complicated cha- racter, the trustees will be entitled to the assistance of an accountant, and to charge the expense of employing him upon the trust estate.(A) And if there must necessarily be considerable difficulty and trouble in realizing or collecting the trust property, they will be justified in employing a collector or agent for that purpose — as where part of the trust property consisted of fifty houses, thirty-four of which were let at weekly rents :(«') or where there were outstanding debts to a large amount to be got in,(yl;) or the trustee resided at a considerable (2) Trottu. Dawson, 1 P. Wras. 780; (/) Macnamara u. Jones. Dick. 587; 7 Bro. P, C. 266 ; see Fearns v. Young, Johnson v. Telford, 3 Rusa. 477 ; see •10 Ves. 184; supra, p. 439. Burge v. Brutton, 2 Hare, 373, 378. (a) Small v. King, 5 Bro. P. C. 72. (g-) Fearns v. Young, 10 Ves. 184; [See note to the preceding page.] Poole v. Pass, 1 Beav. 604. [See ante, (6) Small V. King, 5 Bro. P. C. 72. p. 565, note.] (c) Gordon v. Trail, 8 Price, 416. (A) Henderson v. M'lver, 3 Mad. 275. (d) See preceding Chapter, Sect. (i) Wilkinson v. Wilkinson, 2 S. & [Costs] p. 568. ' St. 237; see Davis v. Dendy, 3 Mad. (e) Ibid.; Amand u. Bradbourne, 2 170. Ch. Ca. 138; Rarasden 2;. Langley, 2 (Jc) Hopkinson v. Roe, 1 Bear. 180; Vern. 536 ; Hill v. Magan, 2 Moll. 460 ; Weiss v. Dill, 3 M. & K. 26; see Tur- see Fearns v. Young, 10 Ves. 184; 3 nexv. Corney, 5 Beav. 515. Dan. Ch. Pr. 58. OP ALLOWANCES TO TRUSTEES. 887 distance from the trust property,(?) and trustees have been allowed the expense of an agent and collector, although an annuity was given them for their trouble in executing the trust. (wi) However, it seems that they will not be allowed any payment for commission to an accountant or collector, exceeding two and a half per cent. :(n) and in the case alluded to, Sir J. Leach, M. R., had some doubts whether any allowance at all ought to have been made.(o) Indeed, as a general rule, the collection and realization of the trust property is a duty which the trustees take upon themselves on their acceptance of the trust, and which they will not, except under special circumstances, be allowed to put upon another.(_p) The usual brokerage charges for the necessary transfer of stock, &c., to the cestui que trusts, will also be allowed to the trustees •,{q) but not a charge for a transfer which is not required.(?") And where the trust fund is ordered to be transferred into court, the broker who is employed by the Accountant-General, and whose charge is 11. Is., should be employed to make the transfer, and any larger amount paid by the trustees for brokerage on the transfer, will not in general be allowed.(s) Where from necessity or convenience a trustee is justified in keep- ing any part of the trust property in his possession, and without any negligence on his part, it is lost by robbery, he will not be held re- sponsible for the loss, but will be allowed the amount in passing his accounts, and this amount may be proved by the trustee's own aifi- davit, for it would frequently be difficult to obtain any other proof.(i)' And so where the trust funds are properly deposited with a banker (i) Davis V. Dendy, 3 Mad. 170; (r) Hopkinson t). Roe, 1 Beav. 183. Godfrey v. Watson, 3 Atk. 518. (s) Hopkinson v. Roe, ubi supra. (m) Wilkinson v. Wilkinson, 2 S. & (<) Morley v. Morley, 2 Ch. Ca. 2 ; St. 237. [Kennedy's App., 4 Barr, 150 ; Knight u. Earl of Plymouth, 3 Atk. 480; Cairns v. Chabert, 9 Paige, 164; Whit- Jones v. Lewis, 2 Ves. 240; 2 Fonbl. ted V. Webb, 2 Dev. & Batt. Eq. 442.] Eq. B. 2, Ch. 7, S. 4; 2 Story's Eq. Jur. (n) Weiss v. Dill,. 3 M. & K. 26. J 1269. [Furman v. Coe, 1 Caines, C. E. (o) 3 M. & K. 27; and see Stack- 96. If the trustee be dead, his represen- poole V. Stackpoole, 4 Dow. P. C. 226. tative may set up the defence, though (p) See Weiss v. Dill, 3 M. & K. 26. it want the corroboration of the trustee's (g) Jones v. Powell, 6 Beav. 488. oath. Ibid.] 1 So a trustee is not responsible for the escape of slaves, unless negligence is shown. Chaplin v. Givens, Rice's Eq. 132. In Pennsylvania, it has been held that where a trust has been accepted on the terms of receiving a stipulated re- ward, the trustee is liable in the same manner as an ordinary bailee for hire. Ex parte Cassel, 3 Watts, 442. But in Twaddell's Appeal, 5 Barr, 15, and Nyce's Estate, 5 Watts & Serg. 254, a more liberal doctrine was held ; and see Gray v. Lynch, 8 Gill, 403. So in Bryant v. Russel, 23 Pickering, 546, the rule was said to be, that trustees acting in good faith, and making an honest mistake, were not answerable personally for a loss accruing therefrom. 838 or ALLOWANCES TO TRUSTEES. or agent, who fails, the trustee will be allowed the sum so lost.(M) r*'i'74n ^^°^^ especially if the *author of the trust himself directs the trustees to employ the person by whose failure the loss is oc- casioned, (a;) Every payment by a trustee out of the trust funds, which is not expressly authorized by the trust instrument, or sanctioned by neces- sary construction in order to the due performance of the trust, amounts in effect to a breach of trust, and will be disallowed to the trustee in passing his accounts ; and repeated instances of this will be found in the preceding pages of this work. Thus an unauthorized payment for the maintenance or advancement of infants,(^) or the application of the trust funds on an improper investment,(2) or a payment to a person not authorized to receive,(a) or incapable of giving a discharge,(J) or a distribution to one or more of several cestui que trusts (as a tenant for life), of a greater share than he is strictly entitled to,(e)or in short any other misapplication or disposition of the trust funds, will, as a general rule, be disallowed to the trustees. Again, it has been already stated to be one of the first principles of the court in dealing with trustees, that they shall not derive any personal profit out of the trust estate. And on this principle, a trus- tee will not be permitted to make any charge for his trouble or loss of time, or for his services in the administration of the trust, unless the trust instrument expressly empowers him to make such a charge. (c^)(iy (u) Knight V. Earl of Plymouth, 3 (2) Earl of Winchelsea v. Norcliffe, Atk. 480; Jones v. Lewis, 2 Ves. 240; 1 Vern. 434. Routh V. Howell, 3 Ves. 564 ; Belcher (a) Hodgson v. Hodgson, 2 Keen, V. Parsons, Ambl. 219; Massey v. Ban- 704. ner, 4 Mad. 416; see Clough v. Bond, (6) Dagley v. Tolferry, 1 P. Wms. 3 M. & Cr. 490, 6; Adams v. Claxton, 285; Phillips v. Paget, 2 Atk. 80; 6 Ves. 626 ; Freme v. Woods, 1 Taml. Davies v. Austen, 3 Bro. C. C. 178; Lee 172. u. Brown, 4 Ves. 369. (z) Kilbee v. Sneyd, 2 Moll. 199; see (c) Howe v. Earl of Dartmouth, 7 Doyle V. Blake, 2 Sch. & Lef. 239, 245. Ves. 151 ; Dimes v. Scott, 4 Russ. 195, (2/) Davies v. Austen, 3 Bro. C. C. 206. 178 ; Lee *. Brown, 4 Ves. 362 ; Wal- (d) Robinson v. Pett, 3 P. Wms. 249; ker V. Wetherell, 6 Ves. 473 ; Andrews Brocksopp v. Barnes, 5 Mad. 90 ; Re V. Partington, 3 Bro. C. C. 60. [Ante, Ormsby, 1 Ball & B. 189. 395, 399, notes; Bredin v. Dwen, 2 Watts. 95.] (1) Trustees of real estate in the West Indies, who reside there for the manage- ment of the estate, are an exception to this general rule : for they will be entitled to charge a commission for their services, if personally resident there. Chambers V. Goldwin, 5 Ves. 834 ; 9 Ves. 254. And so an e.vecutor and trustee in India ' In the United States, in general, commissions are allowed to trustees, ex- ecutors, guardians, &c., either by statute, or under the decisions of the courts. The cases on this subject are so carefully and ably collected and discussed in Mr. OF ALLOWANCES TO TRUSTEES. 839 And where he is in any business or profession, he will not without a similar authority be allowed any charge or remuneration for his professional services or advice, or for loss of time, but only such costs, charges, and expenses, as he has actually and properly paid out of his own pocket.(e) For instance, a factor(/) or commission agent,(^) acting as executor, cannot charge the estate for anything done by him in the way of business. And it makes no difference, that he acted as factor or agent for the testator up to the time of his death, and was in the habit of charging the testator with the usual commission in that character. Although he will of course be entitled to receive and retain what may be due to him by way of commission iov services performed in the testator's Ufetime.Qi) And so a surviving partner being executor, is not entitled, *without express stipu- j-*5Y5-j lation, to any allowance for carrying on the business for the benefit of the estate.(i) And the same rule applies with equal force to attorneys and solicitors, being trustees, and it has repeatedly been determined, that such persons can only charge the trust estate with the sums actually paid by them out of pocket.(7(;)(l) And it is im- (e) Scattergood v. Harrison, Mos. 128; (A) Sheriffe v. Axe, 4 Russ. 33. Sheriffe v. Axe, 4 Russ. 33; New v. (i) Burden v. Burden, 1 Ves. & B. Jones, 9 Jarm. Byth. Conv. 338 ; Moore 170 ; Stocken v. Dawson, 6 Beav. 371. D. Frowd, 3 M.&Cr. 45; Re Sherwood, (k) New v. Jones, 9 Jarm. Byth. 3 Beav. 338; CoUis v. Carey, 2 Beav. Conv. 338; Moore v. Frowd, 3 M. & 128. Cr. 45; Re Sherwood, 3 Beav. 338; (/) Scattergood v. Harrison, Mos. Burge u. Brutton, 2 Hare, 373; Fraser 128. i;. Palmer, 4 Y.& Coll. 51 5. [ReWyche, Cg-) Sheriffe v. Axe, 4 Russ. 33; 11 Beav. 209; Christophers v. White, Hovey v. Blakeman, 4 Ves. 596. [So of 10 Beav. 523 ; Todd v. Wilson, 9 Beav. an auctioneer, Kirkman v. Booth, 11 486.] Beav. 273.] vvill be allowed a commission of five per cent, on his receipts and payments, Chettom v. Lord Audley, 4 Ves. 72, unless the testator has given him an ample legacy for his trouble. Freeman v. Fairlee, 3 Mer. 24. But trustees in these cases are regarded rather in the light of agents. (1) S. P. Bainbrigge v. Blair, [8 Beav. 588]; 9 Jurist, 765, before Lord Langdale. In this case, a solicitor, being trustee, had acted as solicitor, for himself and his co-trustees, and his cestui que trusts, in various suits relating to the trust estate ; but the court refused to direct an inquiry as to whether the services of the solicitor had been beneficial to the trust estate, with a view to awarding him compensa- tion; and apetition, presented (after a decree directing just allowances), for that purpose, was dismissed with costs. [But in Cradock v. Piper, 1 Mac. & G. 668 ; 14 Jur. 97, a solicitor, who was also trustee, made a party to a suit respecting the trust property, was allowed his usual professional costs, he having acted as solicitor for himself and his co-trustees, and the costs not being increased thereby. But it was held in Lincoln v. Windsor, 5Eng. L. & Eq. 230, that the rule in Cra- Rawle's note to Robinson v. Pett, 2 Lead. Cas. Eq. pt. i. 333 (1st Am. ed.), that it will be sufficient here to refer the reader thereto, for a full statement Of the law on the subject. SJ:© or ALLOWANCES TO TRUSTEES. material, that the trustee is only one of a partnership or firm of so- licitors, but the costs out of pocket only will be allowed, although the bill be made out in the name of the firm.(Z) However, where the trustees, being solicitors, are resident and practice in the country, and employ their London agent in professional business relating to the trust, and the moiety of the costs has been paid by them as usual to the town agent, they will be allowed those payments as sums actually out of their pockets.(»i) Moreover, the rule in ques- tion does not apply to a solicitor, who is a trustee, and who is made a defendant to a suit as a trustee ; and a person in that situation will be entitled to the usual trustees' costs of the suit, to be taxed as between solicitor and client, although being a solicitor he had not actually expended all those costs, and he will not be restricted to such costs, &c., only, as he had actually paid out of his pocket.(w) But trustees are unquestionably entitled to any benefit or profit, which is expressly given to them by the testator ; as where a commis- sion of five per cent.,(o) or an annuity, (p) or legacy,(5') is given to the trustees for their trouble. (1) And so a trustee, who was directed by the testator to reside in the mansion-house, was allowed the use of the garden for his own benefit, but not to sell the produce.(r) And an allowance given to a trustee will not cease upon the insti- tution of a suit by him for the administration of the trust, for his sevices as a ministerial person are still necessary.(s) And where the testator expressly declares, that the trustees shall be entitled to their charges, and remuneration for professional ser- vices, or trouble, and loss of time, the general rule of the court will (?) Collis V. Carey, 2 Beav. 128. (p) Fountaine v. Pellet, 1 Ves. jua. (m) Burge v. Brutton, 2 Hare, 373, 337 ; Wilkinson v. Wilkinson, 2 S. & 378. St. 337. (n) York v. Brown, 1 Coll. N. C. C. (5) Robinson v. Pett, 3 P. Wms.249. 260. if) Fountaine v. Pellet, 1 Ves. jun. (0) Webb V. Earl of Shaftesbury, 7 342. Ves. 480. (s) Baker v. Martin, 8 Sim. 25. dock V. Piper, was confined to suits respecting the trust property, and did not apply to the case of a solicitor acting for himself and his co-trustees in the general ad- ministration of the trust, without the intervention of the court. Though there be an express agreement that professional charges shall be allowed between the so- licitor trustee and his cestui que trust, yet it will not be sustained, unless it appears that the cestui que trust had clear knowledge of the ordinary rule, and proper protection in the way of professional advice ; even though there has been a re- lease : Stanes v. Parker, 9 Beav. 385; Todd v. Wilson, Id. 486; Re Wyohe, 11 Beav. 209. See, on this subject, articles in 14 Jur. pt. ii. p. 45; 14 Law Mag. N. S. 297. It is to be observed that this doctrine, being founded on that which refuses compensation to trustees in general, is of little applicability in the United States.] (1) The effect of a legacy to a trustee for his trouble, has already been con- sidered. Ante, Ch. [Disabilities of Trustees, p. 535.] OF ALLOWANCES TO TRUSTEES. 841 be excluded, and those charges will be allowed the trustees in their accounts : for such a direction amounts to a legacy to the trustees. (<) Thus, in a recent case, a testator devised his real and leasehold estates to trustees, and declared that his trustees respectively should be entitled to have and receive out of the trust-moneys all costs, charges, and expenses, fees to counsel, and for professional assistance, and loss of time, that might be paid, incurred, *sustained, or p^p»^-, occasioned in the execution of the trusts. One of the trus- ^ J tees was a land agent and surveyor, who took upon himself the active management and sale of the trust estates, and he presented a peti- tion, praying an allowance for his services at two guineas a day ; Lord Langdale, M. R., held, that upon the terms of the will he was en- titled to remuneration for his loss of time, and his Lordship referred it to the Master to settle the amount.(M) And the same rule applies to solicitors, who are made trustees of a will, and who are empow- ered by the testator to charge for their professional services, (x) So, where the trust is created by deed, the trustees may, by ex- press contract, entitle themselves to remuneration for trouble, &c., as well as to their professional charges. (y) Thus, where the trust deed declared that the trustee was thereby authorized and empowered to retain and receive out of the trust-moneys his usual professional costs and expenses, which might arise or be incurred in carrying into execution the trusts, or in prosecuting or defending any suits, as if he had not been the trustee thereof. Lord Langdale, M. R., held, that the trustee, by virtue of the special contract, was entitled to be paid his bill of costs as a solicitor in a suit respecting the trust. (z) However, the court will regard with great suspicion a contract be- tween a trustee and his cestui que trust, by which the former secures any benefit to himself; and if it be obtained by fraud or any im- proper means, it will undoubtedly be set aside. Thus, where execu- tors and trustees under a will refused to prove the will, or to suffer the cestui que trust to take out administration, until he had executed a- deed binding himself to pay 1001. to one of the trustees, and 200?. to the other, in addition to their legacies. Lord Hardwicke declared the deed to be unduly obtained, and refused to allow those sums to the trustees, (a) And the contract must be fully performed on the part of the trustee by the execution of the trust, or he will not be sufiTered to take any benefit from it. As where an executor and trustee con- sented to act on payment of 100?., and he died before the trust was (<) Ellison V. Airey, 1 Ves. 115. (jr) Moore v. Frowd, 3 M. & Cr. 48 ; (u) Willis V. Kibble, 1 Beav. 559 ; Ayliff v. Murray, 2 Atk. 60. and see Ellison v. Airey, 1 Ves. 115. (z) Re Sherwood, 3 Beav. 338. (a:) See Re Sherwood, 3 Beav. 341. (a) Ayliff v. Murray, 2 Atk. 58, 60. 842 OF ALLOWANCES TO TRUSTEES. completely executed, his executors were not allowed the lOOZ. out of the trust-moneys in their hands. (5) And where the trustee is the solicitor of the cestui que trust, an agreement between them, that the trustee shall be entitled to his pro- fessional charges or any other benefit, is looked upon with equal or even greater suspicion. (e) And the circumstance of the client being a woman would be an additional argument against the validity of such an agreement, (ci) Indeed, a solicitor could scarcely hope to support a claim founded on such a contract, unless he could satisfy the court, that the client had been made aware of his rights, and of the rule of law respecting such allowances to trustees, and of the effect of the contract ; and the burden of proving these facts will rest with the solicitor, (e) Moreover, it is very desirable that the P^r»„-. agreement itself should, in its terms, explain all those *cir- ■- -' cumstances, and that it should be approved of by counsel, or some other professional adviser, on behalf of the client,(/) as was done in the case referred to above before the Master of the Rolls, (p') Upon this subject, Lord Cottenham, in a late case, said, "the agree- ment must be distinct, and in its terms explain to the client the effect of the arrangement ; and the more particularly when the solicitor for the client, becoming himself a trustee, has an interest personal to himself, adverse to that of the client. It is not easy, in such a case, to conceive how, consistently with the established rules respect- ing contracts between solicitors and their clients, a solicitor could maintain such a contract, made with his client, for his own benefit, the client having no other professional advice, and in the absence of all evidence, and of any probability of the client (a woman too) having been aware of her rights, or of the rule of law, or of the effect of the contract. "(A) Moreover, the terms of the instrument must clearly and unequivo- cally authorize the trustee to charge for his professional services, or the claim will otherwise be rejected. Thus where the trust deed provided that all expenses, disbursements, and charges, already or hereafter to be incurred, sustained, or borne by the trustees, or any of them, either in professional business, journeys, or otherwise, in the discharge of the trusts, should be paid in the first place out of the produce of the intended sales, and there was a subsequent provision, that each trustee should be at liberty to retain and reimburse himself all such reasonable costs, charges, and expenses, as he might sustain or he put unto, as between solicitor and client, it was held by Lord (6) Gould V. Fleetwood, 3 P. Wms. (e) 3 M. & Cr. 48. 251, n. (/) Ibid. (c) See Ayliff v. Murray, 2 Atk. 60. (g) Re Sherwood, 3 Beav. 339. (d) See 3 M. & Cr. 48. {h) Moore v. Frowd, 3 M. & Cr. 48. OP ALLOWANCES TO TKUSTBBS. 843 Cottenham, that these provisions applied merely to expenses actually ■paid ly the trustees, and that they did not authorize any charge or remuneration to the trustees for their professional services as solici- tors, (i) A claim for allowances of this special nature should be raised by the answer of the trustee ; and if he omits to do this, and afterwards brings forward the claim ly petition, he will be decreed to pay the costs of the petition, although the court allows the claim. (A) However, the rule of equity, which prohibits trustees from deriving profit, or receiving remuneration for the performance of the trust, may be relaxed at the discretion of the court.(Z) And wherever cir- cumstances render it proper, and for the benefit of the trust, that a trustee should have an allowance for his care and trouble, he may obtain an order for such an allowance by an application to the court, lefore he accepts the trust.{m) And the practice upon such an ap- plication is to refer it to the Master, to inquire whether it will be for the benefit of the trust estate to make any allowance to the trustee, and if so, to fix the amount.(n) Thus in a case where the trustee named in a will was peculiarly fitted for the ofiice from his intimate acquaintance with the testator's affairs, but he refused to act without an allowance for his trouble, ■ Lord Eldon, in his decree, referred it to the Master to fix the proper amount of allowance to "^the trustee for past and future ser- vices.(o) And in a recent case where, by a previous decree, '- -' an executor and trustee had been appointed consignee of the trust estate with the usual profits. Lord Cottenham refused to disturb the appointment. (^) However, the application for an allowance must be made by the trustee before his acceptance of the trust, for after he has once ac- cepted, the court will refuse to allow him any compensation, however arduous the duties may be.(g') Where an account is decreed against a trustee, the court will not determine in the first instance, what payments are to be allowed ; but it will leave that to be settled by the Master, who will have that power under the usual direction in the decree to make all just allow- ances.' However, it is open to any of the parties to take the opinion of the court on this question, by excepting to the Master's report, (r) (i) Moore v. Frowd, 3 M. & Cr. 45. (o) Marshall v. HoUoway, ubi supra ; Ik) Willis V. Kibble, 1 Beav. 560. see Brown v. De Tastet, Jac. 284. (/) Morison v. Morison, 4 M. & Cr. {p) Morison v. Morison, 4 M, & Cr. 224. 216. (m) Brocksopp v. Barnes, 5 Mad. 90. (5) Brocksopp v. Barnes, 5 Mad. 90. (n) Marshall v. HoUoway, 2 Sw. 453. (r) 2 Dan. Ch. Pr. 887. ' Though the usual course in a suit by a cestui que trust against his trustee, for 844 OF THE DISCHARGE AND RELEASE OF TRUSTEES. It is of course incumbent on trustees to keep a regular account of their payments, in order that the amount may be allowed them.' However, in an early case, where a trustee had incurred large ex- penses in the management of the estate and conduct of the trust, but instead of giving in a regular account, he made a general claim for 2,500Z. to cover these expenses, the court, under these circum- stances, allowed him 2,000Z., although it was of opinion, that he might well have deserved the whole 2,500l.(s) A trustee may have a personal remedy against the cestui que trust to recover payment of any sums properly expended by him in the performance of the trust. And this remedy may be enforced by a suit in equity. (^) [*5T9] ^CHAPTER VI. OF THE DISCHARGE AND RELEASE OF TRUSTEES. The last subject for our consideration naturally is — ^the termi- nation of the oflSce of trustee. To effect this to the complete security of the trustee, two objects must be kept in view: 1st. The discharge of the trustee from the office, with its attendant duties and liabilities for the future ; and 2d. His release from all responsibility for the past. And first. — Of the discharge of a trustee from future duties and liabilities. There seem to be five methods by which this discharge may be effected. The first of these is, — the expiration or full performance of all the trusts, and the conveyance or transfer of the trust property unto, or according to the direction of, the cestui que trusts. This mode of putting an end to a trustee's office is so simple and obvious, that it calls for no particular observations, except that the termi- nation of the trusts must of course be satisfactorily proved, (a) and the cestui que trusts must also be all sui juris, and must have a clear beneficial title to the property. However, in some cases which have (s) Hethersell v. Hales, 2 Ch. Rep. (o) Goodson v. EUisson, 3 Russ. 593 ; 158. Holford v. Phipps, 3 Beav. 434; [ante, («) See Balsh v. Higham, 2 P. Wms. p. 229, &c.; 236, 278, 279, and notes; 453. Taverner v. Robinson, 2 Rob. Va. 280.] an account of the trust fund, is to order a reference, yet such reference will not be ordered, where it satisfactorily appears on the hearing that there is nothing due: Nail v. Martin, 4 Ired. Eq. 159. ' See ante, 570, note. OP THE DISCHARGE AND RELEASE 0¥ TRUSTEES. 845 been already considered, the reconveyance or surrender of a dry legal estate, which has remained unnoticed in a trustee after the de- termination of the trusts, will be presumed in aid of the title after a sufficient lapse of time. (6)^ Where a conveyance or transfer of the legal estate is taken from a trustee on the termination of the trust, it is usually accompanied by a release to him from the cestui que trusts in respect of all past liability, although we shall see presently that the trustee cannot insist on having such a release. (c) Again, although the trusts may not be determined, a trustee may be discharged from his office with the concurrence of all the cestui que trusts (provided that they are all in esse and competent to bind themselves by contract), and the appointment of a new trustee in his place, is not essential to give validity to such a discharge. This, however, is a case that rarely occurs in practice, for reasons that are at once sufficiently obvious. The third mode of discharging an existing trustee is, by the ap- pointment of another in his place, under a power contained in the trust instrument. The appointment of new trustees under a power is a subject which has been already considered at some length in a previous chapter,(ci) and it is unnecessary to pursue it further on the present occasion. *The death of one of several co-trustees also operates as a p^rn^-, discharge from the trust. We have already seen that the L -■ whole trust estate, with its attendant powers and duties, will pass to the surviving trustee or trustees on the death of one of their number ;(e) and therefore the estate of the deceased trustee will thenceforth be relieved from anj future responsibility respecting the trust, although, until properly released, it will remain liable for past acts done in his lifetime. Lastly, a trustee may be discharged from his office by the decree of the court, which will either appoint another in his place, or in certain cases will itself undertake the superintendence and discharge (6) Ante, Pt. 11. Ch. II. Sect. 4; [p. (d) Ante, Pt. I. Div. III. Chap. I. [p. 253, &c., and notes.] 175.] (c) Vide post, [p. 580.] (c) Ante, [p. 303.] ' A sale on a decree, under a prior incumbrance, puts an end to the duties and responsibility of the trustee: De Bevoise v. Sandford, 1 Hoff. Ch. 195. A deed of relinquishment of the trust by the trustee, not purporting to convey the estate to any one, is merely inoperative : Dick v. Pitchford, 1 Dev. & Batt. Eq. 480. So a deed by a trustee for a feme coverte to her, will not put an end to the trust; see ante, p. 278, &c., and notes. An authorized purchase by the trustee of the cestui que trust will be a merger : Johnson v. Johnson, 5 Alab. 90. See ante, 252, note. OE THE DISCHARGE AND RELEASE OS TRUSTEES. of the trust. This is a subject which has undergone discussion in a previous chapter.(/) The effect of a decree of the court, in releasing a trustee from liability for past transactions, will be presently con- sidered. It is obvious, that the discharge of a trustee from his office upon the termination of the trusts, or the appointment of a person to succeed him, will not of itself extinguish the right of the cestui que trusts to inquire into the past conduct and transactions of the trustee. Hence, when a trustee is called upon to relinquish the trust, and part with the trust estate, it' is usual for him to require a retro- spective release from the cestui que trusts, or such of them as are capable of binding themselves by contract. And wherever .the whole of the cestui que trusts are sui juris, and the precautions, which will presently be suggested, are observed in the preparation and exe- cution of the release, it may be safely affirmed, that such a release will secure the trustees from any further molestation or question re- specting the trust. However, where the right of the cestui que trust to have a convey- ance or transfer of the property is perfectly clear and certain, the trustee cannot refuse to make a conveyance or transfer, until a gene- ral release from all demands be given to him by the cestui que trust. In a late case, a testator gave his residuary estate to trustees in trust to divide it amongst his five children, of whom the plaintiff was one. The plaintiff, upon attaining twenty-one, required payment of her share from the trustees, but they refused to make the payment, except upon her executing a general release. The bill was then filed against the trustees to obtain payment, and Lord Langdale, M. R., held that the plaintiff was not bound to give any such release, or to submit to any such conditions ; and upon the refusal of the trustees to pay the money without such a release, she was justified in taking proceedings to obtain payment. (^)(1)' (/) Ante, Pt. I. Div. III. Chap. 11. (g) Fulton v. Gilmour, Rolls, 15tli [p. 190.] Feb., 1845. MS. [8 Beav. 154.] (1) Although a surviving trustee and executor of a will is entitled to such release or acquittance, on paying over to his cestui que trust the balance due to him, as vfill show that the latter is satisfied with the account (subject, only, to the right to surcharge and falsify), such trustee and executor is not entitled to insist on a release by deed. Chadwick v. Heatley, [2 Coll. C. C. 137.] If, in a suit by the cestui que trust for the payment of the balance, he refuses to execute a release, or to accept the balance in full of all demands, in respect of the estate of which the defendant is executor and trustee, the Chancellor will order the money into court, and direct the accounts to be taken of the testator's estate. Ibid. ' A trustee paying the trust-money in strict accordance with the tenor of the trusts is not entitled to a release by deed ; otherwise, if he is called upon to depart OF THE DISCHARGE AND RELEASE OE TRUSTEES. 847 But wherever the title of the cestui que trusts is not perfectly clear, or there is the possibility of any future question arising as to the propriety of *the conveyance or transfer by the trustee, r^ro-i-i he will doubtless be justified in requiring a sufiicient indemnity ^ from the cestui que trusts in respect of any future claims ; or in case that were refused, he might insist on having the question determined by the decision of the Court of Chancery.(A) But it would doubtless be considered unreasonable and vexatious on the part of the trustee to insist on an indemnity for which there was no such probable cause. The old trustees are frequently required to make over the trust property to other trustees, upon trusts subsequently created by the act of the cestui que trusts, and in such cases the old trustees are naturally desirous of having a release, which the new trustees are probably equally reluctant to give. Where the release is confined to the present and future claims of the new trustees upon the old trus- tees in respect of the trust property made over to them (which amounts in fact merely to an ample receipt), and there is no doubt as to the nature or exact amount of the property transferred, there seems to be no reason why the new trustees should object to execute the release. But they would of course decline to give any release, which extended to past transactions and accounts reaching over a period anterior to the commencement of their interests in the pro- perty. Still less would they be justified in putting their hands to any such instrument, where from the dealings of the old trustees with the property, or otherwise, there can be any question or suspicion of the existence of a claim against the old trustees for a breach of trust. It is almost superfluous to observe, that the parties to a release to a trustee must be competent to bind themselves by deed.(^') And where it is made by the parties immediately on coming of age, the court will require satisfaction, that the trustee has taken no advan- tage of his influence, acquired during the infancy of the cestui que trusts; for the protection of the court to infants does not necessarily cease upon their attaining twenty-one. (i) Thus in Wedderburn v. Wedderburn,(Z) an infant cestui que trust, on the third day after his (h) See Goodson v. Ellisson, 3 Russ. to fraud on the part of the infant, ante, 583. p. 144, note (1).] (i) A release by an infant is merely (k) Walker v. Symonds, 2 Sw. 69. void. Overton v. Banister, 8 Jurist, (Z) Wedderburn v. Wedderburn, 4 M. 996; S. C, 3 Hare, 503. [But see as & Cr. 50. from it. Thus where a trust was created by parol for A. for life, and to provide for her funeral expenses, remainder to her two children, and the'tenant for life, and remaindermen called for payment, it was held by Vice-Chanoellor Kin- dersley, that the trustee might lawfully insist on a release under seal : King v. Mullin, 1 Drewry, 308. 848 OF THE DISCHAEGE AND RELEASE OF TRUSTEES, coming of age, executed a release to his trustees, which was based on the result of a complicated account, embracing the transactions of many years, and unsupported by any evidence ; and under these cir- cumstances the release, although most ample and conclusive in its terms, was held not to be binding on the infant. (Z) It has been already stated,(w*) that a release of this description will not be conclusive, unless the releasing parties were made fully acquainted, both with their own rights, and also with the nature and extent of the liabilities of the trustee, (w) And it would unques- tionably be vitiated by any concealment, or withholding of informa- tion, or other fraudulent conduct, on the part of the trustee.(o) Therefore, a full statement of all the accounts and other transac- tions of the trustee should unquestionably be furnished to the cestui que trusts, together with all the information requisite for explaining and understanding them. And it is peculiarly desirable, that those p^rop-i and all the other material *facts should be distinctly stated or referred to in the instrument itself ;(yi) and this precaution should more especially be observed, wherever the release is intended to apply to any transaction which amounts to a breach of trust.(g') Again, although the accounts are clearly stated or referred to on the face of the release, which is founded on the result of those ac- counts, yet if the basis, on which the accounts proceed, is erroneous and improper, the release will not preclude the cestui que trust from enforcing a claim against the trustee. For instance, in Wedderburn V. Wedderburn, (r) executors and trustees, who were also partners of the testator, accounted with one of the residuary legatees for his share of the property, and took a release from him on his reaching twenty-one ; a valuation of the testator's share in the partnership property had been made under the direction of the trustees, wAo cre- dited themselves with the amount of that valuation, and thus became themselves the purchasers of the testator's share ; it was held, that this valuation, and the account founded on it, was open to question by the cestui que trust, and consequently that the release, which de- pended on the account, was not binding on him.(?-) And so if the release in its terms is not final, but is expressed to apply to the claims of the releasing party in respect of part only of {V) Wedderburn v. Wedderburn, 4 (o) Walker v. Symonds, 3 Sw. 73; M. & Cr. 50. Wedderburn v. Wedderburn, ubi supra, (m) Ante, p. 525, and notes. [Dis- (p) See Wedderburn «. Wedderburn, charge of Breach of Trust.] 4 M. & Cr. 41, 50. (n) 3 Sw. 68 ; Wedderburn v. Wed- (5) Walker v. Symonds, 3 Sw. 69 ; derburn, 2 Keen, 722 ; S. C. 4 M. & Cr. ante, p. 525. [Discharge of Breach of 41 ; see Charter v. Trevelyan, Dom. Trust.] Proc. 8 Jurist, 1015; [1 H. L. Cas. 714.] (r) Wedderburn v. Wedderburn, 4 M. & Cr. 41, 49. OF THE DISCHARGE AND RELEASE OP TRUSTEES. 849 the property, or of some of the transactions of the trustees respect- ing the estate, the cestui que trust will not be precluded from ad- vancing claims not included in the release. (s) It may be added, that it is very desirable for the cestui que trusts to have a separate legal adviser on executing a release to their trus- tees.^ A release, taken without the observance of all the preliminary cir- cumstances, and precautions above stated, cannot be relied upon by a trustee as a discharge from the claims of the cestui que trusts.^ And where a proper case is made out for the interference of the court, relief has been decreed in favor of the cestui que trusts, not- withstanding the execution of the release, and after a delay of forty years in instituting the suit.(i) But where a release has been executed by the cestui que trusts, with full knowledge of all the circumstances, after sufficient delibe- ration, and having had ample opportunity of investigating all the accounts and transactions connected with the trust, it will not be set aside hastily, or upon slight grounds ; and some improper circum- stances, or considerable errors, must be shown to exist, in order to induce the court to interfere. (m) And a deed of release properly executed is primd facie valid and binding on the parties executing it, and it will rest with them to es- tablish in evidence the facts upon which it may be set aside ; espe- cially where many years have been suffered to elapse without ques- tioning its validity.(a;) It has been already stated,(j/) that a trustee, who has been com- pelled to make good to the cestui que trust a loss occasioned by the act of his *co-trustee, is entitled to stand in the place of the r^coo-i cestui que trust as against his co-trustee, and to claim from him the amount which he has thus been compelled to pay. If, there- fore, the cestui que trust, with full knowledge of all the circum- stances, and of the relative rights and liabilities of himself and the trustees, makes a compromise or release of his claim against the de- faulting trustee, this will operate as a release to all the trustees : for the remedy of the other trustees against the defaulting trustee, will thus have been materially affected by the act of the cestui que trust.{z) (s) 2 Keen, 740; 4 M. & Or. 48. {x) Portlock v. Gardner, 1 Hare, 594. (0 2 Keen, 742 ; 4 M. & Cr. 41 ; ante, {y) Ante, p. 306. p. 527. [Discharge of Breach of Trust.] (z) See Walker v. Symonds, 1 Sw. 1, (m) Re Sherwood, 3 Beav. 338 ; see 77. Portlock 0. Gardner, 1 Hare, 594; and see Millar v. Craig, 6 Beav. 433. ' See ante p. 575 note (1) adfin. ' See ante, p. 525, note. 54 850 OF THE DISCHARGE AND RELEASE OF TRUSTEES. The case is very analogous to that of a creditor who releases a surety by making a compromise with the principal debtor without the surety's consent. Although a trustee may have obtained no express release in writing from the cestui que trust, the conduct of the latter may amount to such a release ; as where the cestui que trust suffers a considerable time to elapse without requiring any account or expla- nation from his trustees after the determination of the trust. And where the trust has determined, and the property has been made over to the party beneficially entitled, a much shorter period of acquiescence or delay on the part of the cestui que trust will pre- clude him from bringing forward a claim against the trustee for past acts of maladministration, than where the trust is still subsisting, and a running account as it were, open between the parties, (a) But the length of time which will amount to a bar to a claim against trustees for past transactions, will depend materially on the nature and foundation of the relief sought. If it be simply for an account, without suggesting any cause of fraud or breach of trust, it is con- ceived that a very few years would sufiEce to protectthe trustee ; and probably six years_from analogy to the statutory period of limitation to actions at law, would be considered sufficient for this purpose. But where any positive breach of trust is suggested, or a fortiori, any case of fraud, a much longer period will be required to operate as a bar ; and we have already seen, that in general the period of acquiescence in such cases will commence only from the time when the party is made acquainted with his rights. (S) The actual number of years which will operate as a bar, will materially depend on the relative circumstances of the parties, and the particular features in every case, it being a matter peculiarly in the discretion of the par- ticular judge to grant or withhold the assistance of the court in these cases.. However, the subject of delay and acquiescence, and the extent to which it will operate as a bar to relief in a court of equity, has been already necessarily anticipated in previous chapters.(c)' The last and most effectual method by which trustees may obtain a release from past liability, on the determination or relinquishment of the trust, is a decree of a court of equity. And when a trustee's accounts have been passed in the Master's office, and a decree dis- charging him from the trust duly obtained in a suit, to which all (a) See Wedderburn v. Wedderburn, Wedderbum v. Wedderburn, 2 Keen, 2 Keen, 722, 749; 4 M. & Cr. .52. 722; S. C. 4 M. & Cr. 41, 50. (i) Ante, Pt. I. Div. II. Ch. II. Sect. (c) Ante, Pt. I. Div. II. Ch. II. Sect. 1 ; and Ch. I. Sect. 3, of this Division ; 1 ; and Ch. I. Sect. 3, of this Division. March v. Russell, 3 M. & Cr. 31, 42; ' See ante, 168, 169, notes. OF THE DISCHARGE AND RELEASE OP TRUSTEES. 851 persons interested are made parties, the court will not allow any future claim to be made against him for his conduct in the trust. (c^)^ *rrom what has been already said in considering the efifect r*co4.-i of a release from the cestui que trusts, it will have been seen -^ that such an instrument (however apparently ample and conclusivje), can rarely be relied upon as an absolute protection against a future claim by the cestui que trusts, more especially when the trust has been one of a complicated description, and extending over a long period of years. And it may be safely affirmed, that a decree of the court will be the only valid discharge to a trustee, who has accepted a trust of that nature. And the protection of the court is yet more essential, where the circumstances of the parties — as the existence of a partnership, or other similar communion of interest between them — affords any reason for treating the relation of trustee and cestui que trust as still subsisting, and the account still open between them.(e) We have already seen that the court will recognise the right of trustees to place themselves under its guidance and protection ;(/) and that they will be allowed the costs of a suit instituted by them for that purpose. ((/) ((/) KaatchbuU v. Fearnhead, 3 M. 1, this Division; Coventry u. Coventry, & Cr. 122; Low v. Carter, 1 Beav. 426. 1 Keen, 758; Greenwood v. Wakeford, (e) See Wedderburn v. Wedderbura, 1 Beav. 576. 2 Keen, 722; 4 M. & Cr. 41. (g-) Low v. Carter, 1 Beav. 426. (/) Ante. p. 543 notes, Ch. IV. Sect. [Ante, pp. 543, 568, and notes.] ' See Moore's App., 10 Barr, 435. INDEX. [n. b. the eepebences ake to the stab, paging in brackets.] ACCEPTANCE OF TRUST: [See Disclaimer.] when presumed, 206, 219, 225. execution of trust deed by a trustee is, 214. or probate of will by executor, ib. trustee's acting in the trust is an acceptance, 215. secus, if he act only as agent of another trustee, ib. whether a release or conveyance of the trust estate by a trustee, who refuses to act, will amount to. Qucere ? 216. what acts of a trustee will amount to, 218. no disclaimer can be made after acceptance, ib., 221. parol evidence admissible to prove acceptance, 219. if denied by answer, an inquiry directed. 219. ACCIDENT: relief against instruments on the ground of, 148. [See Deeds — Fraud — Mistake.] trustees not liable for losses occasioned by, 573. ACCOUNT : retrospective, limited to the time of filing the bill against a trustee on the ground of delay. [See Delay] 169. limited to the time of filing the information against trustees fox chari- tiei3. When? 469. of what might have been received without wilful default, decreed against trustees. When? 522. ACCOUNTANT: how far trustees may employ an, 573. ACCUMULATION: void under Thellusson Act results for heir or next of kin, 135, 394. trust for payment of debts exempted from provisions of that act, 344. or a trust for raising portions, 368. trusts for — how far good, 394. if directed for too long a period, void only for the excess, 394. duty of trustees for infants to make, 404. where infant's interest is contingent, ib. not continued after infant reaches twenty-one, if he be then absolutely entitled, 404. liability of trustees for neglecting to accumulate, 405. ACQUIESCENCE: effect of, in barring the right to relief on an equitable claim. [See Delay Limitation, Statutes of — Time.] 168, 265, 503. by cestui que trust in an improper investment by trustee, effect of, 382. effect of, a discharge of a breach of trust, 525. 854 INDEX. ACTION AT LAW: must be brought in name of trustee, 274, 317, 428, 503. defendant in, cannot set off a debt due to him from the trustee, 274 317 503. > > ! fraudulent release of, by trustee set aside, 274, 317, 503. right of trustee to require security for costs of, 274, 317. lies against a trustee for breach of trust. When'? 518. trustee not restricted to nominal damages in, 545. liability of trustees to, for breach of their covenants, 547. against trustees for money had and received, lies when ? ib. ADMINISTRATOR: [See Execdtor.] ADVANCEMENT : purchase in the name of another person will be, and not a resulting trust for the purchaser. When'? 97. whether purchase in the joint name of father and son will be. Quare? 99. purchase in names of father and son as tenants in common will be, ib. or purchase of copyholds in names of sons successive, ib. or purchase in joint names of husband and wife, 101. or of husband and wife and children, ib. or in the name of a wife or child jointly with a stranger, ib. secus, purchase by two persons iu the name of a child of one of them, ib. whether good against the then creditors of a purchaser. Quccre ? ib. good against a subsequent purchaser, 102. against subsequent creditors. When ? ib. the presumption in favor of advancement may be rebutted, 103. evidence for that purpose must be contemporaneous, 105. efTect of a subsequent mortgage or devise by the purchaser, ib. circumstances of one transaction, no evidence as to another, 106. trustees may not break in on infant's capital for their advancement or main- tenance, 398, 399. jurisdiction of the court to direct, out of infant's capital, 399. power given to trustees to make, out of infant's capital must be strictly fol- lowed, 399. whether given out of capital, where the, fund is limhed over, 400. ADULTERY: of wife, how far a bar to her equity for a settlement, 411. no forfeiture of any benefit secured to her by settlement or contract, 428. ADVOWSON : trustee of, has right of presentation at law, 274, 439. must present nominee of cestui que trust, ib. trust of, passes by what words, 439. trust of, results, if not expressly declared, ib. trustees may present for their own benefit.' When? 440. cestui que trusts of, must all concur in norainatiiig, ib. trust offer the benefit of "parishioners," how to be executed, 441. right of infant cestui que trust to nominate to, 442. or of bankrupt cestui que trust, ib. trusts of, for Roman Catholics, how executed, 442, 443. or where cestui que trusts are lunatic, 443. right of husbands of cestui que trusts of, to nominate, ib. where cestui que trusts are aliens or felons, &c., ib. all the trustees of, must join in the presentation, 443. . when bound to present the nominee of the majority, 443, 444. notice of meeting for the election must be given to allthe trustees, 444. trustees cannot vote by proxy in choice of an incumbent, ib. but may authorize the others to sign the presentation, ib. directions to trustees to elect within a certain time, how far binding, ib. direction to keep up a certain number of trustees, how far imperative, ib. bishop restrained from presenting for a lapse pending a suit, ib. 445. liability of trustees for refusing to present nominee of cestui que trusts, 445. INDEX. 855 AGENT: not a trustee -within the scope of this work, 41. gifts to, from his principal raise a constructive trust. When ? J60, 161. notice of a trust to, binds the principal, 165. trustees for payment of debts must not commit the execution of the trust to, exclusively, 344. trustee acting as the, of co-trustee not fixed with acceptance of trust, 215. how far trustees may delegate execution of trust to, 540. trustees how far liable for losses by failure of, 573. ALIEN : may create a trustee, of what property, 47. may be a trustee, of what, 51. may be cestui que trust, of what, 53. ALIENATION: validity of provisions for forfeiture on the, or bankruptcy of cestui que trust for life, 395. validity of provisions restraining a married woman from, of her separate estate, 422. what expressions will oteate such a restriction. [See Married Woman.! ib., 423. ' ■■ by trustees of charity estates, when supported, 463. ALLOWANCES : right of trustees to, for their expenses, without any express provision, 570. necessity for the insertion of a direction to make "just allowances" in a decree against trustees for an account, ib. right of trustee to, though commission allowed him by the will, ib. what payments will be allowed to trustees as proper, 571. expenses of management of estate, ib. payments under legal advice, 572. payments out of pocket, when properlj' made, ib. with interest when, ib. bill of costs paid by them. [See Costs.] ib. extra costs beyond taxed costs, 572. expense of taking legal advice, ib. of accountant or agent allowed, how far, 573. brokerage charges on transfers of trust stock, ib. losses by robbery or failure of bankers, &c., ib. but payments in breach of trust disallowed, 574. trustees not allowed to charge for loss of time or professional services, ib. unless expressly authorized to do so by the will, 575. or entitled to do so by contract with cestui que trust, where trust created by deed, 576. difficulty of supporting such a contract, 576. power of the court to give trustees an allowance for their trouble, 577. account of expenses should be kept by trustees, 578. their personal remedy against cestui que trusts to recover their expenses, ib. ANNUITY: a devise to trustee without words of limitation in trust to pay an, for life, gives them an estate for the life of the annuitant, 247. whether it gives them a freehold interest or one for a term of years. Qucere? [See Estate, Duration of.] ib. duty of trustees to take possession of estate, if it fall in arrear, 273, 429. given by will, on same footing as legacies, 362. investment in purchase of, for a life, bad without a special power, 370. duty of trustees to convert long annuities settled for life. [See Conver- sion.] 386. apportionment of, on death of tenant for life, under 4 & 5 Will. IV. c. 22 ; 394. 856 INDEX. ANSWER : admission of a trust by, sufficient to satisfy Statute of Frauds, 60. trustee wly) puts in a full answer, entitled to the costs. When ? 554. disclaimer of a trust may be made by, 224. APPORTIONMENT: of periodical payments, on death of tenant for life, under 4 & 5 Will. IV. c. 22; 395. of costs, where suit is partially occasioned by a breach of trust, 564. of costs, amongst trustees, to whom one set of costs only is allowed on their severance, 553. ARBITRATOR : discharge of a breach of trust by award of, 526. ARREARS : duty of trustees to enter into possession of estate for payment of, of annui- ties, &c., 429. liability of trustees for suffering rents to fall into arrear, ib. power of trustees to release, ib. ASSETS: nqt marshalled as between creditors claiming under a trust deed for payment of debts, 339. marshalled in favor of simple contract creditors, where there is a devise for payment of debts, .S58. marshalled in favor of legatees, who have no charge on the land, 364. not marshalled in favor of legacies given to charity, 364, 468. ASSIGNEE : [See Bankrupt and Insolvent.] not a trustee within the scope of this work,- 41. ATTAINDER : [See Escheat — Forfeiture — Sovereign.] persons under, may create a trust, how far, 47. may be trustees, 51. may be cestui que trusts, to what extent, 53. right of trustees of real estate to hold beneficially on the, of cestui que trusts, 270. no such right, where the attainder is for high treason, ib. personal estate held in trust goes to the Crown on the, of cestui que trust, 271. ATTORNEY, OR SOLICITOR : gifts to, or purchases by, from his client raise a constructive trust. When ■? 160. right of trusteeto employ, 572. being a trustee, cannot in general charge for professional services, 574. or one of a firm of attorneys, 575. secus, if such charges allowed by the will, ib. or in case of a deed, if the trustee have entided himself by e.x:press contract, 576. difficulty of supporting such a contract, ib. ATTORNEY, POWER OF: by trustees for tenant for life to receive the income, proper, 386. how invalidated, ib. AUCTION: [See Sale.] sale of trust estate by, more, advisable than by private contract, 480. trustees cannot buy in estate, at, ib. their liability to the, duty, ib. B. BANK OF ENGLAND: not usually bound by a trust of stock, 773. investment in stock of, improper without a special authority, 378, 445. stock of, settled for life must be converted, 387. will not allow a sum to be transferred into the names of more than four co- proprietors, 445. INDEX. 857 BANKER: not a constructive trustee for his customer, of money deposited with him, 173. trustees not liable for losses by failure of, when. [See Investment.] 573. cheques on, whether they should be signed by all the trustees, 308. BANKRUPT AND INSOLVENT: may create a trustee, how far, 47. may be a trustee, 51. cannot be cestui que trust before certificate or final discharge, 53. trustee who becomes, is unfit to act within the usual power of appointing new trustees, 179. jurisdiction of the court to appoint new trustee in place of a bankrupt trus- tee, now exercised by Court of Review, 192. may be exercised on petition. [See New Trustees, Appointment of.] 199, 200. not allowed to offer himself as a new trustee before the master, 210. entitled to his costs of appearance on a petition for the appointment of a new trustee in his place, ib. appointment of new trustee in place of an insolvent, 534. right of trustees to prove for a debt against a, debtor to the estate. 275, 449. and to sign certificate, ib. validity of provisions for forfeiture of tenant for life, on his becoming, 395. may present to a living on a vacancy of advowson held in trust for him. When ■? 442. trust estates vested in, do not go to the assignees of the trustee, 269, 304, 530. unless the trust be constructive or doubtful, 530. how far trust property in bankrupt's hands may be followed in specie, 530, 1. where the trust property is blended with that belonging beneficially to the trustee, 531. right of proving against the trustee's estate for the trust fund, 532. by whom the proof to be made, ib. how far debt due from bankrupt trustee maybe set off against costs to which he is entitled, 533. how far a debt by breach of trust discharged by bankruptcy or insolvency of trustee, 530. liability of a trustee to bankruptcy, who trades with the trust assets, 534. efiect of a trustee becoming, after an order for payment of money to him, ib. BENEFICE: [See Advowson.] BOND: [See Chose in Action — Investment — Personal Security.] BONUS: extraordinary bonuses, or other additions, not to be paid to tenant for life, 386, 446. assignment of a policy of insurance carries all future bonuses, 449. BREACH OF TRUST: the remedies for, 518. extept of remedy for, at law, ib. creates a simple contract debt against trustees, ib. when a specialty debt, ib. suits against trustees for. [See Suit.] 519. necessity of joining as defendants all co-trustees guilty of, 519, 520. effect of 32d Order of August, 1841, 521. relief for, twofold, 521. 1st. retrospective relief, ib. restitution of trust property — where it can be followed, 522. when it will be followed, ib. payment of the value where it cannot be followed, ib. account of income and profit made by trustees, ib. and of what he might have received without wilful default, 523. 858 INDEX. BREACH OF TRVST.— Continued. account decreed with interest. [See Interest.] 523. at what rate ? ib. compound interest. When 1 ib. rule as to interest when and how far relaxed, ib. 524. costs given. When? [See Costs.] 524. 2d, prospective relief. removal of trustees and appointment of others, 524. [See Remo- val — New Trustees.] trust fund retained in court, 525. receiver appointed. When? [See Receiver.] ib. the discharge of breach of trust. [See Discharge — Release.] ib. by a release from cestui que trusts. [See Release.] ib. by award of arbitrators. [See Arbitration.] 526. by concurrence of cestui que trusts in the act, ib. by acquiescence of cestui que trusts. [See Acquiescence.] ib. 527. usual indemnity clause does not extend to discharge, 528. discharge of a trustee under the Insolvent Act applied to. When ? ib. or certificate in bankruptcy, ib. recovering on a bond given by trustee for the performance of the trust, is not a discharge of, ib. waiver of relief Eigainst, by cestui que trust, from his abstaining to bring forward his claim in the suit, 529. BROKER: charges of, for transfer of trust stock allowed to trustees, 573. c. CATHOLIC— ROMAN : trust of advowson for, how to be executed? 443. CESTUI QUE TRUST : who maybe, 51, 2. CHANCERY— COURT OF : [See Jurisdiction— Suit.] CHARGE :. . . . becoming void or failing creates a resulting trust. [See Resulting Trust.] 136. the devisee will take the benefit of the failure, When ? 140. no distinction between, and a devise for payment of debts, 355, n., 357, 358. what amounts to a, of debts on real estate, 345, et seq. or of legacies, 359, 360. CHARITY: objects of, may be cestui que trusts, 13. what expressions sufficient to create a trust for, 81, 134, 450. no resulting trust, where property given generally to, 138, 450. though the particular trusts are not declared, or do not exhaust the whole, 128, 451. though a surplus arises from subsequent increased value, 128, 129,451. though the particular purpose declared, is illegal, 129, 451. the application made by royal sign manual, or by scheme, 130, 469. gift to a corporation on trust does not imply a trust for, 134. constructive trust in favor of not barred by acquiescence. 169. appointment of new trustees of. [See New Trustees, Appointment of,] 194, 198. sum of money given in trust for, not paid over to trustees without a scheme, 274. ' assets not marshalled in favor of legacies to, 364, 468. what objects regarded as charitable by the court, 81, 128, 452. trust for, must originate in " gift" or " bounty," 454. trust for a foreign, how far supported, ib. what trusts for are within the Mortmain Act, 455. exceptions from operation of that act, 457, 458. INDEX. 859 CHARITY.— Continued. conveyances in trust for, must be executed as required by that act, 458. jurisdiction of the Court of Chancery over trusts for, 459. exercised on information, ib. on suit. When ? ib. statutory jurisdiction exercised on petition, ib. ■where there is a visitor, 460. rights of the trustees to take beneficially on failure of the objects, or in case of a surplus, 129, 461. ■where a specified yearly sum is given to the charity, 129, 461, 462. ■where an express or implied gift of surplus to the trustees, 129, 130, 461. where the trustees are themselves an eleemosynary corporation, 462. or are themselves objects of the testator's bounty, 129, 461. application cy pres, 462. powers and duties of trustees for charity, 462, 463. of alienation by them of the trust property, ib. of leases granted by them, 463. their general powers of control and management 465. rules of construction, ■where the objects are not absolutely defined, 466. court directs a scheme for administration of a fund in its possession, 467. Statutes of Limitation do not run against a trust for, 169, 266, 468. retrospective accounts, how far directed against trustees for charity, 470. account when limited to the time of filing the information, ib. gift to the governors or treasurer of an established charity is a trust for the purposes of that charity, 470. CHILD: [See Illegitimate Child — Parent — Portion.] purchases by parent in name of, an advancement. When? [See Advance- ment — Resulting trust.] 97. gifts or sales by, to parent raise a constructive trust. When I [See Fraud.] 157. CHOSE IN ACTION. maybe the subject of a trust, 44, 446. assignor of, a trustee for the assignee, 236. powers and duties of trustees of, 446. their duty to realize, 447. extent of their liability for neglect to realize, ib. notice of the assignment of, must be given by trustees, 448. they should have the securities delivered up to them, ib. voluntary settlement of, how far good, 448. liability of a trustee who releases a, 449. COLONIES: lands in, may be the subject of a trust, 44. new trustees of lands in, appointed on petition under 1 Will. IV. c. 60; 202. conveyance of lands in, by or in place of trustee, ordered on petition under the same act, 302. COMMITTEE : [See Lunatic] not a trustee within the meaning of this work, 41. COMPROklSE : trustees have no general power to make, of claims, 344. CONCEALMENT: effect of, in converting a person taking under an instrument into a construc- tive trustee. [See Fraud.] 148. CONCURRENCE: of cestui que trust in a breach of trust by trustee, a bar to his right to relief, 526, 860 INDEX. CONDITION : no distinction between a condition, and a trust for payment of a charge, 130. attached to powers of sale. [See Sale.] 478. distinction between precedent and subsequent, ib. impolicy of conditional powers, 479. special conditions of sale, how far proper. [See Sale.] ib. in restraint of marriage, validity of [See Marmage.] 496. CONSIDERATION: what will be sufficient to support a trust, 82, 83. good or meritorious consideration insufficient, 83. slight consideration sufficient, if valuable. [See Voluntary Tudst.] J 12. proof of payment of, on a purchase by one person in the name of another. in order to raise a resulting trust. [See Resulting Trust.] 94, 95. effect of inadequacy of, in a conveyance in raising a constructive trust. [See Fraud.] 152. CONSIGNEE: trustee in general cannot be, 277, 539. .when trustee will be appointed, 540. CONSTRUCTIVE TRUST: the creation of trustees by, 144. 1st, where acquisition of the legal estate is affected with fraud. [See Fraud.] ib. 2d, by equitable construction in the absence of fraud, 170. contracting parties, trustees for each other, ib. the person on whom the legal estate devolves for want of a trus- tee, 171. executor, who is indebted to his testator, ib. volunteer taking from a trustee, though without notice, 172. a disseisor, though with notice, not bound by a trust, ib. heir of mortgagee in fee a trustee for his personal representative, 173. mortgagee who is paid off, a trustee for mortgagor, ib. trustees de son tort, ib. banker not a trustee for his customer, ib. Bank of England not bound by a, ib. trustees by, how far within the acts empowering the court to appoint new trustees, or to order a conveyance on petition, 199^ 204, 205, 298. CONTINGENT INTEREST: may be the subject of a trust, 44. CONTINGENT REMAINDER: trustees to preserve, have a vested legal estate, 236, 318. devise in fee to trustees to preserve, restricted to an estate ptw autre vie, 240. devise to trustees to preserve, without any words of limitation, gives them an estate p!(r autre vie, 248. origin of estate of trustees to preserve, 318. conveyance by trustees to preserve, before the contingency happens, a breach of trust, 323. trustees to preserve, may join in destroying the remainders. When ? 319. when the court will compel them to join, 321. their concurrence necessary. When? 323. effect of Fines and Recoveries Act, 3 & 4 Will. IV. c. 74, ib. duty of trustees to preserve, to prevent waste by tenant for life, ib. the lord's estate in a copyhold will preserve, 324. effect of 7 & 8 Vict. c. 76, s. 8, in abolishing, ib. CONTRACT : effect of, in creating a constructive trust. [See Constructive Trust.] 171. by trustee for sale of estate not enforced, if improper, 282, 477. CONVERSION : real estate directed to be sold, but left undisposed of, not converted between heir and next of kin, 127, 477. exception in case of money directed to be laid out in land. How far good ?ib. INDKX. 861 CONVERSION— Canfinued. no conversion of property where th6 trusts fail by lapse or otherwise, 142. seals, if testator's intention is to efl'ect an absolute conversion, 143. of improper securities, duty of trustees to make, 379. their liability for not making. [See Investment.] 380. perishable securities settled for life, duty of trustees to convert, 3R6. rule for conversion applies to what securities, ib. 387. does not apply where there is a specific gift of the securities, 390. instances of such specific gifts, ib. 391. rule applies to reversionary interests, 393. of infant's trust property, rule against making, 3_95. relative interests of cestui que trusts for life, and in remainder not to be affected by the conversion of existing securities by the trustees, 483. CONVEYANCE : effect of an unauthorized, by a trustee of the legal estate, 175, 188, 282. duty of trustees to make, according to direction of cestui que trust, 278. trustees refusing to make, without reason fixed with costs. When ? [See Costs.] 278, 555, 560. cestui que trust cannot require conveyance from trustee, unless he has an im- mediate certain equitable estate, 279, 557. right of equitable tenant for life to require, from a trustee, 279. or of equitable tenant in tail, ib. or of purchaser of the equitable estate, ib. or of the trustees of a resettlement made by the equitable owner, 2-89. trustees cannot be required to make, of part of the estate, ib. or by a different description from that by which they took, 280. may require determination of the trust to be satisfactorily proved, ib. must not convey after notice of any assignment or charge by cestui que trust, 281. as to covenants for title by trustees in, ib. no objection to the use of the term " grant," ib. under 1 Will. IV. c. 60, ib. in case of disability of existing trustees. [See Disability — Infant — Lunatic] 287, 8, 9. by trustees out of the jurisdiction. [See Jurisdiction.] 290. where it is uncertain, who was the survivor of several trustees, ib. or whether the trust be living or dead, 291. or who is heir, ib. where existing trustee refuses to convey, ib. 292. where he dies without heir, 290. may be obtained either by suit or on petition, 292. by suit, when, and mode of proceeding, 292, 3. by petition, when, and mode of proceeding. [See Petition.] 293, et seq. how to be framed and executed, 296, 7. costs of, 300. by whom to be executed, 301, 2. COPYHOLDS : may be the subject of a trust, 45. not within the Statute of Uses, 230. fines and heriots due on death or alienation of trustees of, 279, 430. equity will supply a surrender of, in favor of creditor, 349. danger of vesting in a'single trustee, or a small number of trustees, prior to the late Escheat Act, 430. amount of fine on admission how fixed, where large number of trustees, ib. fines, how to be raised by trustees, ib. duty of trustees to renew, held on lives, ib. 431. trustee renewing in his own name, holds on the old trusts, ib. admission of trustees should notice the trust instrument, ib. duty of trustees, who are not admitted to enter notice of the trust instrument on the Rolls, 431. power of trustees to enfranchise, ib. are within the Mortmain Act, 456, 7. 862 INDEX. CORONER: trustees not qualified to vote for, 276. CORPORATION; may create a trustee, to what extent, 46. may be trustees, of what property, 48. may be cestui que trusts, of what property, 52. gift to, in trust does not imply a trust for charity, 134, 461. the crown is the visitor of all, of royal foundation, and where no heir of the founder, 460. effect of 71st section of Municipal Corporation Act, where corporations are trustees for charity, 459. COSTS:, right of trustees to security for, of action brought in his name, 274. of trustee who disclaims, after being made a party to a suit, 227, 566. of appointing new trustees under a power, 189. of appointing new trustees by a suit, 196. by petition, 209. of a deed of disclaimer, 227. of a petition for conveyance from trustee under 1 Will. IV. c. 60; 304, 568. of the conveyance made under an order upon such a pethion, 301, 568. of investing trust-moneys, how to be paid, 383. of raising portions, 368. trustee who disclaims, has his costs only as between parly and party, 547. liability of trustees to, in suits with strangers, 551. entitled to their costs only as between party and party in such suhs, ib. 566. extra costs, how recovered by the trustees, 552, 567. right of trustees to, in suits by cestui que trusts, 552. not allowed unnecessary costs, 553. trustees severing in their defence refused the additional costs. When ? ib. apportionment of the single costs in that case, ib. costs of full answer disallowed. When? 554. of unsuccessful application for an act of parliament, ib. where suit is occasioned by improper conduct of trustees, ib. 1st, cases where they have been only deprived of their costs, 555. where they retire from the trust without reason, ib. exceptions to that rule, ib. where they refuse to convey, ib. unless the refusal is under legal advice, ib. 556. or is made with sufficient reason, ib. where suit occasioned by the trustee's breach of trust, 556. exceptions to that rule, 557. 2d, cases where trustees decreed to pay costs, ib. where suU is occasioned solely by their misconduct, ib. 558. where there is any fraudulent behavior on their part, ib. where there is a breach of trust, though without fraud, ib. exceptions to that rule, 561. guilty trustees only fixed with the costs, 563. apportionment of costs, where suit is occasioned only in part by breach of trust, 564. of trustees, taxed as between solicitor and client. When? 565. where there is no fund in court, 566. when only as between parly and party, ib. their right to extra costs out of the trust fund, 567. lien of trustees on the trust estate for their costs, ib. not extended to solicitors and agents employed by them, ib. principle of taxation, once adopted in a suit, followed afterwards, 568. out of what fund they must be paid, ib. debt due from a trustee set off against his costs, ib. payment by trustees of bills of costs, how far binding on cestui que trusts, ib. duty of trustees to have the bills taxed, ib. amount improperly paid, disallowed them, ib. one of several trustees may apply to have bill of costs taxed, 569. cestui que trusts entitled to only one set of costs against trustees, ib. INDEX. 863 CO-TRUSTEES: possession of one of several, prevents Statutes of Limitation from running, 264. one of several, cannot sign certificate of a bankrupt debtor, 275, 305. have all equal power, 305. must all join in sales, leases, &c. of trust estate, ib. what acts by one of several, will bind the others, 306. possession of one, is the possession of all, ib . recognition of a debt by one, how far binding on the others, ib. notice to one, how far notice to all, ib. 307. one, having disclaimed need not join in subsequent acts, 225, 307. secus, if he has accepted the trust, and has released his estate, 307. decision of the majority, how far binding on all, 308. proof of debt by one of several, 308, 449. taxation of costs on application of one of several, ib. 569. power of one of several, to receive rents and dividends, ib. signatures of cheques on bankers by all, how far requisite, 308. liable for each other's breaches of trust. When? 309. exception where the act is necessary for discharge of the trust, 3 1 0, et seq. receipt of income of trust property by one of several, not improper, 311. effect of joining in receipts for the sake of conformity, ib. a trustee, who receivespart of the trust-money, liable for the whole, 313. liability of one, who acts on false representations of co-trustee, ib. where ihey divide the management of the trust estate, 314. may bind themselves to answer for each other's acts, ib. duty of trustees to proceed against co-trustees for breach of trust, ib. usual indemnity clause will not exonerate them from their liability, ib. liability of, for the other's acts discharged by acquiescence of cestui que trust, ib. or if cestui que trust treat the defaulting trustee only as liable, ib. 315. remedy of, against the others, if held liable for their breach of trust, 315. right of, to contribution in respect of a joint breach of trust, ib. must all join in presentation to a living, 443. one of several, may sue the others for a breach of trust. When? 519. necessity of joining as defendants all who are implicated in a breach, of trust, ib. to 521. decree, when made, may be enforced against each one separately, 521. COVENANT: for title by trustees, what are requisite, 281. personal, entered into by trustees, how far specifically enforced against them, 282, 508. liability of trustees for, contained in leases held in trust, 432, 508. their right to be indemnified against, 432, 439. CREATION OF TRUSTEES: by parol. [See Parol Trust.] 55, 59. by instrument in writing, 63. at common law, ib. since the Statute of Uses, ib. Irustees^may be created by deed or will or other writing, ib. declaration of trust may be separate from the conveyance, 64. must be contemporaneous with it, ib. » may be by an informal writing, ib. must be stamped, ib. creates a perfect tide in cestui que trust, 65. direct fiduciary expressions requisite for the, ib. what expressions will be sufRoient, ib. 66. by the effect of precatory words. [See Precatory Words.] 71. by voluntary disposition. [See Voluntary Creation of Trust.] 82. by implication or construction of law. [See Resulting Trust, and Con- structive Trust.] 91. by substitution in the place of those already created. [See New Trustees.] 190. 864 INDEX. CREDITORS: voluntary conveyance in trust for, how far binding, 82. transaction between one, and the debtor in fraud of the other creditors, raises a constructive trust. [See Fraud.] 163. constructive trust in favor of, not barred by acquiescence, 168. trust deed for benefit of. [See Debts.] 336. maybe trustees under a deed forpayreient of grantor's debts, 343. doctrine of election does not apply to, 349; by specialty have no preference over those b)' simple contract under a trust for payment of debts, ib. CROWN: [See Sovereign.] CURTESY, ESTATE BY THE: estate of feme trustees not liable to, 269. CY PRES: illegal executory trust executed cy pres, 333. trusts for charity executed cy pres. When 1 462. D. DEBTS: [See Chose in Action — Creditor.] a trust to pay, gives the trustees the legal estate. When ? 231. whether a devise to trustees without words of limitation in trust to pay, will give them an estate in fee, or a chattel interest. Qucere ? 242. proof of, by one of several co-trustees, 308. trust deed for the payment of, when binding on all parlies, 336. not within Stat, of Fraudulent Devises, ib. n. or stat. 13 Eliz. c. 4, unless attended with fraud, ib. void within the Bankrupt or Insolvent Acts. When? 337, n. execution of, by creditors or trustees how far necessary, 337. of suits to enforce the execution of trusts of, 338. order of payment of debts under, ib. no preference of specialty debts, ib. what debts to be paid, ib. 339. assets not marshalled as between creditors claiming under, 339. creditors may obtain benefit of, after the prescribed time, 340. effect of a discretionary power for trustees to examine and admit claims, ib. trust for payment of debts, will make them bear interest. When? ib. will prevent Statutes of Limitation from running. When? 341. how money to be raised for payment of debts, under a deed, 342. liability of a purchaser to see to the payment of debts generally, ib. when they are scheduled, or otherwise particularized, ib. or when there has been a decree for their payment, ib. n. effect of 7 & 8 Vict. c. 76, s. 10, 343, n. trust deeds for payment of, favored in equity, 343. trusts for payment of, not within the Thellusson Act, 344. any surplus after payment of, in trust for the grantor, ib. trustees, have no power to compromise suits, ib. must not commit execution of the trust entirely to an agent, ib. trust for paymenfof, created by will, 344. can only be created as to real estate, ib. real estate charged with debts by a general direction for their payment. When? ib. 344. a charge so created, rebutted. When? 345. effect of devisees of the realty being also appointed executors, 347. effect of a particular part of the really being expressly charged, 346. Revises for payment of, favored and assisted in equity, 349. not within Statute of Fraudulent Devises, ib. specialty creditors have no preference over those by simple contract, ib. personal estate primarily liable notwithstanding a trust for payment of, out of real estate, 350. INDEX. 865 DEBTS.— Continued what will amount to an exoneration of the personal estate, 350. parol evidence inadmissible to prove the intention to exonerate, 354. how the money to be raised for payment of, under a will, ib. by sale or mortgage, ib. unless trustees expressly confined to rents and profits, 355. sale may be by public auction or private contract, 356. what debts are to be paid under the trust, ib. only those contemplated by the will, ib. not those barred by the Statute of Limitations, ib. debts by infant for necessaries, 357. only debts for which testator is personally liable, ib. and which are actually due, ib. not debts arising from a misfeasance, ib. order in which debts are to be paid, 358. a devise or charge for payment of debts, creates equitable assets, ib. assets marshalled in favor of .simple contract creditors, 368. trustee cannot prefer his own debt, 359. order in which real estate is to be applied in payment of debts, 358. devise for payment of debts will not make them bear interest, 359. surplus after payment of debts results to the heir, ib. DECREE : for sale, converts defendant into a trustee within 1 Will. IV. c. 60 : 299. effect of, for payment of debts in rendering a purchaser from the trustees liable to see to the application of the money, 342. of a court of equity, the most effectual release to a trustee, 583. against several co-trustees for a breach of trust may be enforced, severally against each trustee, 521. DEEDS: [See Title-Deeds.] made through mistake or ignorance, relieved against. When? 149. persons fraudulently preventing the execution of, will be constructive trus- tees. [See Fraud.] 150. so those, who destroy or suppress deeds, 151. proof of the deeds in such cases, ib. DELAY: [See Limitation, Statutes of — Time.] in prosecuting a claim founded on a trust not favored, 168. constructive trust barred by, though founded on fraud, ib. 265, 525. but a general demurrer will not hold to a bill on the ground of, 168. will not prejudice a person, unless he is aware of his rights, ib. defendant who raises the defence of delay, must prove the plaintiff had knowledge of his rights, 168. proof of the fraud mustbe very clear after great delay, 169. decree for account limited to the filing of the-bill, and made without costs on the ground of, ib. will not bar the equitable claim of creditors, charities, or societies, 170, 266. DELEGATION OF A TRUST: disability of trustees to make, 175, 540. where the delegation is made by devise in a will, 541. DEVISE : effect of a general, in passing estates held in trust, 283. trust estates will not pass by. When? 285. whether a, to several persons as tenants in common, will pass trust estates. QiuBre? 284. whether personal estate held in trust will pass by a general gift, 287. whether trustee may delegate a subsisting trust by devise. QuareJ 283 n., 473, 541. 55 866 INDEX. DEVISEE : of trustee, how far he may execute powers given to original trustee, 283, note 287, 473, 541. he may disclaim, 287. DISABILITY: [See Infant — Ltjnatic— Married Woman.] appointment of new trustees upon the, of existing trustees. [See New Trustees, Appointment of.] 192, 200. conveyance of estate of trustees laboring under, 287. how far they might convey at common law, ib. statutory jurisdiction of the court to direct a conveyance, 288. law now governed by 1 Will. IV. c. 60, ib. effect of that act and the mode of proceeding under it, 289 to 294. conveyance by trustees under, how enforced, 298. DISCHARGE: [See Release.] of trustees from their office, five methods of effecting, 579. 1st, by expiration of the trust, and conveyance of "the estate, ib. 2d, by concurrence of all the cestui que trusts, ib. 3d, by appointment of a new trustee under a power [See New Trustee.], ib. 4th, by death of one of several co-trustees, 580. 5th, by decree of the Court of Chancery. [See Rebio-val.] ib. DISCLAIMER: [See Acceptance.] when it may be made, 221. not after an acceptance of the trust, 219, 221. after death of the acting trustee, 221, 303. by the heir or personal representative of original trustee, when, 221, 303. whether ^me coverte trustee may disclaim by deed. Qucere? 223. how it maybe made, 223. may be by parol, ib. 224. conduct of a trustee may amount to a, 224. of freeholds need not be by matter of record, ib. may be by writing not under seal, ib. by an answer in a suit, ib. a deed-poll the proper mode of making, ib. how it should be framed and worded, 225. may be made notwithstanding lapse of time since creation of the trust, ib. effect of a disclaimer, ib. the trust estate vests in the other trustees, ib. 304, 307. or in the heir of the devisor if all disclaim, 225. as well as the powers annexed to the office, 226. ■ secus, powers implying personal confidence, ib. will defeat lord of manor of his right to fines, ib. when made by deed, is irrevocable, 227. secus, if made by an answer in a suit, ib. expense of disclaimer borne by the trust estate, ib. trustee, who has disclaimed, ought not to be made party to a suit, ib. 547. seats, if he has not actually disclaimed, ib. ib. after disclaimer, entitled to costs only as between party and party, ib. ib. devisee of trustee may disclaim, 287. husband of feme trustee may disclaim, when, 304. DISCRETIONARY POWER : of selection or distribution does not affect the stringency of a trust, 66, 70. cannot in general be exercised by the court, 70, 486. may be exercised by new trustees appointed by the court. When? 211. how affected by the disclaimer of any of the donees, 226. nature and creation of discretionary powers, 485. distinction, whether the discretion is on a matter of opinion or of fact, 486. how far trustees controlled by the court in exercise of such powers, 488. not in general compellable to exercise them, ib. INDEX. 867 DISCRETIONARY POWER.— Continued. unless there is mala fides, 488. must be exercised in the prescribed form, ib. may be exercised by surviving trustees. When ? 489. or by heir or personal representatives of original trustee, ib. or by acting trustee, ib. by assignee or devisee of original trustee. When ? ib. four sorts of discretionary powers, ib. 1st, power of making a gift out of the trust property, ib. when the exercise of the power is a condition precedent to the gift, 490.. where it is subsequent, 491. 2d, power of selection and distribution, 492. how to be exercised, and effect of the exercise, ib. 493. 3d, powers of management over trust estate. [See Lease — Sale — Securi- ties — New Trustees.] 494. 4th, powers of determining matters of personal judgment, 495. power of consenting to marriage. [See Marriage.] ib. DISSEISOR: though with notice of a trust is not a constructive trustee, 172. DISSENTERS: trust to maintain a place of worship for, how to be executed, 467. DOWER: estate of trustees, not liable to, 269. DRUNKARD : conveyance by, will raise a constructive trust. When? [See Fraud.] 152. DURATION : of estate of trustees. [See Estate.] 239. DURESS: conveyances obtained from aperson under, raise a constructive trust. When ? [See Fraud.] 156. E. ESCHEAT : [See Sovereign — Attainder — Forfeiture.] lord taking trust property by, how far bound by the trust, 50, 429. lord by, not entitled by resulting trust to a lapsed or void charge, 138. estate held in trust not liable to,, since 4 & 5 Will. IV. c. 23 ; 49, 269, 430. right of trustee of real estate to hold beneficially against the lord by, on death of cestui que trust without heir, 270, 430. personal estate held in trust will escheat to the crown as bona vacantia on the failure of next of kin of cestui que trusts, 270. crown claiming trust property by, cannot call for its conversion into person- alty as against the heir, 271. though the estate has been actually converted, the crown will not take, ib. ESTATE OF TRUSTEES : [See Legal Estate.] origin of, 41. three modes of creating since the Statute of Uses, 229. 1st, a use limited upon a use, 229. 2d, a limitation of copyholds or leaseholds to nses, ib. 3d, by construction, in order to the due performance of the trusts. [See Legal Estate.] 231. extent and duration of, when created by will, 239. duration of trustee's estate co-extensive with the requirements of the trust, ib. 1st, their estate restricted to a smaller interest, ib. devise to trustees and their heirs restricted to an estate pur autre vie, ib. 868 INDEX. ESTATE OF TRUSTEES.— Continued. where the trust is only for life of cestui que trust, 239. or to preserve contingent remainders, 240. devise in fee restricted to a chattel interest, ib. vrhere the trust is only for years, ib. or to a base fee determinable on the satisfaction of the trusts, ib. effect of a subsequent limitation to the trustees after a devise in fee to them, ib. 241. express devise of the use to the trustees vfill not prevent the restric- tion of their estate, 241. the smaller estate must be sufficient for all purposes of the trust, ib. a devise in fee not restricted to a. smaller interest where the trust is to sell, or mortgage, or lease, ib. or to convey, or divide the estate amongst parties, 242. 2d, trustee's estates enlarged to meet the objects of the trust, ib. where there are no words of limitation, ib. if the trust be to sell, convey, or lease, ib. so, where the limitation is to the trustees, their executors, adminis- trators and assigns, ib. whether a devise to trustees without words of limitation, in trust to pay debts, &c., passes a fee or a chattel interest. QuiEre'? 243. where the estate is limited to trustees, their executors, &c., they take a chattel interest only, 245. a devise to trustees, their executors, &c., gives them an estate in fee, if required by the trust, ib. effect of a devise to trustees without words of limitation, fol- lowed by a trust to be executed by them and their heirs, 244. under a devise without words of limitation trustees take such an estate as will enable them to discharge the trust, 245, et seq. duration of, of personal estate. 248. effect of 1 Vict. c. 26, ib. extent and duration of, where created by deed, 249. whether an estate in fee limited to trustees by deed can be construc- tively restricted to a smaller interest. Qiuzre 1 248. whetlier an estate given them without words of limitation, may be en- larged. Quffire.' 251. a partial estate expressly given cannot be enlarged. Semble, ib. reconveyance or surrender of, presumed. When? [See Reconveyance — Surrender — Term.] ib. 252. effect of Statutes of Limitation upon. [See Limitation, Statutes of — Time.] 263. not barred by possession of cestui que trust, 266. unless it be adverse, ib. barred by adverse possession of strangers, 267, 502. although cestui que trust be an infant. Semble, 268, 403, 503. secus, if trustee be under disability. Semble, 253, 503. of the incidents to, and legal properties of, 269./ not liable to dower or curtesy or incumbrances of trustees, ib. nor to escheat or forfeiture, ib. of the disposition of, by deed. [See Conveyance.] 278. by will. [See Devise.] 283. by trustees under disability. [See Conveyance, Disa- bility.] 287. of the legal devolution of, 303. on death of sole or last surviving, devolves on heir or personal repre sentative, ib. EVIDENCE: [See Parol Evidence.] INDEX. EXCHANGE: heir of a party, who has contracted for, is not a trustee within 1 Will. IV. c. 60; 299. power of sale, authorizes an exchange by trustee. When? 475. EXCHEQUER BILLS: investment in, not authorized by trust to invest on government securities, 370. proper as a temporary measure pending a reinvestment, 375. EXECUTOR : not a trustee within the scope of this work, 41. title of, to residue undisposed of, 114. legacy to, before 1 Will. IV. c. 40, made hira a trustee of residue undis- posed of, 123. secus, if the residue were expressly given to him, ib. effect of 1 Will. IV. o. 40, on the claim of, to residue undisposed of, ib. purchaser from, with knowledge of its being a devastavit, affected with a con- structive trust. When? 165. indebted to his testator, is a constructive trustee to the extent of the debt, 171. an, in trust, is a trustee within 1 Will. IV. c. 60 ; 205, 297. although he refuses to prove, 298. or has not proved, ib. probate of will by, is an acceptance of the trust, 214. when he ceases to bear that character, and assumes that of trustee, 237, 364. distinction between, and a trustee as to his liability for joining with co- executor in signing receipts, 312. or in his liability on covenants in a lease to testator, 432. EXECUTORY TRUST: not enforced on precatory words, 81, 335. what is an, 328. distinction between those created by marriage articles and by will, ib. when created by marriage articles, ib. how executed, 329. settlement when rectified in equity, ib. when created by will, ib. how executed, ib. the words will be modified. When? 331. what expressions will make a trust executory, 334. illegal executory trust executed cy pres, 333. where created by informal or untechnical expressions, how executed, ib. of personal estate, good, 335. _^ how far trustees may safely act in execution of, ib. they cannot accept a different settlement from that agreed by articles, ib. F. FAMILY : whether a sufficiently certain description in a trust created by precatory words, 76, may have different meanings according to the context, 78. who entitled under a trust for, 79. FATHER: [See Parent.] FELON : [See Attainder — Escheat — Fohfeiture.] FEME COVERTE : [See Married Woman.] FINE: due on death or alienation of trustee of copyholds, 269, 430. on admission of copyholds or renewal of leaseholds, how to be raised, 430, 432. proportions of, how borne between the persons beneficially entitled, 436. 870 INDEX. FOREIGN COUNTRY: property in, may be the subject-matter of a trust, 44. whether real or personal, ib. act 1 Will. IV. c. 60, does not authorize a petition for convey ance of, by a trustee, 302. investment in funds of, improper without a special authority, 377. real estate in, not within the Mortmain Act, 457. trust of real estate in England for foreign charity is within that act, ib. court cannot direct a scheme to administer a charity in," 468. FOREIGNER: ought not to be appointed as new trustee, 188. feme trustee removed on her marrying a, 191. equitable right of a married woman to a settlement out of her trust property not extended to foreigners, 412. FORFEITURE: [See Escheat— Attainder.] right of trustee of real estate to hold beneficially on the, of cestui que trust, 270, 430. personal es/a/e held in trust will go to the Crown on the, of cestui que trust, for treason or felony, 271. validity of provisions for, on alienation or bankruptcy of cestui que trust for life, 395. FRAUD : [See Frauds, Statute of.] parol trust of land established in case of. [See Parol Trust.] 59. parol evidence admissible to prove trust in cases of, ib. 60. effect of, in creating a constructive trust, 144. four classes of, 145. 1st, fraud arising from facts of imposition, ib. surprise, intimidation, &c., ib. misrepresentation or concealment, ib. suggestio falsi, 146. as to part of a transaction will vitiate the whole, ib. immaterial whether it is made wilfully or through igno ranee, ib. may be by actions as well as words, 147. must be material, ib. and of facts not within the knowledge of the other party, ib. not of a mere matter of opinion, ib. suppressio veri, 1 47. what concealment of facts will create an equity, ib. imperfect information given, 148. conveyances made through mistake or ignorance, ib. where ignorance or mistake is of law and not of fact. Qucere? 149. conveyance to bond fide purchaser not set aside for mis- take or ignorance of vendor, ib. the fraudulently preventing the execution of instruments, 150. the destruction or suppression of instruments, 151. proof of the instrument in such cases, ib. fraudulent transaction binding on the guilty party, 149. relief given only on terms of returning consideration received, ib. equity has no jurisdiction as to fraud in obtaining a will, 150. parol evidence admissible to prove the fraud, ib. 2d, fraud apparent from the value and subject of the bargain, 152. inadequacy of consideration will not amount to fraud, ib. unless very extreme, ib. purchase from an heir of his expectancy. [See Heir.] 153. purchases of reversions generally. Quffirc? [See Reversion.] ib. 3d, fraud arising from the circumstances and condition of the con- tracting parties, 153. transactions with persons non compotes mentis, 154. or with persons of weak intellect, ib. INBBX. 871 FRAVD.— Continued. what sufficient mental weakness to raise an equity, 154, 155. not old age, 155. drunkenness. When? ib. conveyances obtained from persons in duress or fear, 156. or in prison, ib. undue advantage taken of necessity or distress, ib. abuse of influence or confidence subsisting between the parties, . ib. 157. transactions between parent and child. [See Parent.] ib. or between guardian and ward. [See Guardian.] ib. or quasi guardians, 158. or between trustee or cestui que trust. [See Trustee.] ib. purchases by a trustee from himself, 159. trustees making profit of the trust estate, 160. transactions between attorney and client. [See Attorney.] ib. or between other persons in a confidential situation, 162. as intimate friends or medical attendants, ib. no fraud presumed in these last cases, ib. third persons though innocent cannot benefit by the fraud, ib. 4th, fraud as affecting third persons not parties to the transaction, 163. transactions in fraud of creditors. [See Creditors.] ib. conveyances by a woman on point of marriage. [See Husband.] ib. transactions contrary to law or public policy, 164. terms on which relief is granted, ib. gifts upon a secret trust for illegal purposes, ib. purchases from a trustee with notice of the trust. [See Notice.] ib. purchase from executor with knowledge of its being a devastavit, 165. fraud presumed in some cases, 166. in general it must be proved, ib. parol evidence admissible to prove fraud, ib. or to prove mistake or surprise, 167. such evidence not regarded with favor, ib. subsequent declarations not admissible, ib. proof, where the fraud is admitted by defendant's answer, ib. where it is denied, ib. ' where fraud is set up as a defence again,st a claim, ib. 1 68. delay in prosecuting a claim founded on, not favored. [See Acquies- cence — Delay.] 168. after great length of time proof of, must be very clear, ib. time runs only from the discovery of, 266. FRAUDS, STATUTE OF: [See Fraud.] effect of, on parol trust. [See Parol.] 55. the seventh section of, 56. applies only to lands, 57. what property within that section, ib. the king not bound by, 59. resulting and implied trusts exempted from its operation, ib. 91. cannot be taken advantage of by a person guilty of fraud, ib. 166. what sufficient proof to take a parol trust out of the 7th section of, 61. FREEHOLD : disclaimer of trust estate of, need not' be by matter of record, 224. powers and duties of trustees of, 428. their duty to defend and assert the title at law, ib. their right to the custody of the title-deeds, 272, 384,428. and to possession and management of the estate, 273, 384, 428. their power to grant leases, 429. when it is their duty to take possession of the estate, ib. extent of their powers of management generally) ib. 571. FUNDS: investment in. [See Investment — Stock.] 376. 872 INDEX. G. GUARDIAN . [See Infant— Warb.] not a trustee within the scope of this work, 41. gifts to, or purchases by, from his ward, raise a constructive trust. When ■* [See Fraud.] 157. right of, to nominate to a living on vacancy of advowson held in trust for infants, 442. H. HEIR: no conversion as between, and next of kin claiming by resulting trust, 127, 1 42. unless it be testator's intention to effect an absolute conversion. [See Con- version — Resulting Trust.] 143. purchases from an, of his reversionary interests create a constructive trust for him. When? 153. HEIR-LOOM : duty of trustees of, when settled for life, 385. HERIOT: and fines due on the death or alienation of trustee of copyholds, 269, 430. HUSBAND: [See Married Woman — Separation.] may be trustee for his wife, 48. secret conveyance by a woman before her marriage raises a constructive trust for. When? 163. of feme trustee is a trustee within 1 Will. IV. c. 60; 2o6, 299. may disclaim. When? 304. interest of. in and power over wife's trust estate, ib. his interest in real estate held in trust for wife, 405. power of, over wife's equitable term for years, 406, 410. over lands held by an extent in trust for her, 406. his interest in personal estate, held in trust for wife, 407. trustees may refuse to transfer to him without a settlement, 408. cannot safely transfer to him after a bill filed, ib. where he will be considered a purchaser by settlement of wife's fortune, 408. purchase by settlement will include her future fortune. When? ib. effect of inadequacy of the provision made by the settlement, ib. purchase of part of her fortune not extended to the whole, ib. purchase incomplete without a reduction into possession, 409. his title to the income of wife's equitable property, though he refuses to make a settlement, 412. no such title, if he desert or refuse to maintain her, 413. his right to have an absolute transfer of wife's fund upon her examination and consent, ib. what a sufficient reduction into possession by, of wife's equitable interests to defeat her title by survivorship, 414. assignment by act of law, or voluntary assignment, not such a re- duction, 416. nor an assignment for valuable consideration of reversionary interests, ib. effect of assignment for valuable consideration of interests not reversion- ary, ib. his title by survivorship to her equitable personal estate, 418. that title how far bound by a decree for a settlement in favor of chil- dren, 418. effect of a decree for asettlement where no children, 419. his rights excluded by a trust for a separate use, ib. nature and effect of a trust for wife's separate use. [See Married Woman.] ib. 420. he will be a trustee for wife's separate use, if no other trustee appointed, ib. he must be made a defendant in a suit respecting wife's separate estate, 425. IKDBX. 873 HUSBAND.— Continuerf. disposition by wife of separate estate in his favor, good, 425. payment by trustees of wife's income to him, how far good, ib. accumulations from such income received by him belong to him, ib. validity of trust deeds for separation. [See Separation.] 426. husband's title to income of property, settled on him and wife jointly, 427. right of, to present to livings, held in trust for wife, 443. may be sued for the wife's breach of trust, 520. IDIOT: [See Lunatic — Disability.] IGNORANCE: instruments executed through, relieved against. When? 148. where ignorance is of law, and not of fact. [See Deeds — Fraud— Mis- take.] 149. ILLEGAL PURPOSE: trusts for, not enforced, 45. gifts on a secret trust for. raise a constructive trust for heir-at-law, 164. such a trust how proved, ib. executory trust for, executed cy-pres, 333. ILLEGITIMATE CHILDREN: future, cannot be cestui que trusts, 54. IMBECILITY: of grantor, what will he sjifRcient to create a constructive trust. [See Fraud.] 154. IMPLIED TRUSTS : [See Constructive Trusts.] IMPROVEMENTS: ^ trustees when authorized to lay out money in, 429, 571. allowance for, to trustees on setting aside a purchase by them, 539. INDEMNITY: right of trustees to, against covenants in leases, 432, 439. their ri^t to require an, when requested to convey, 580, 581. INDIA: trustee residing in, entitled to charge a commission, 574. INFANT: [See Guardian — Ward — Advancement — Maintenance.] may create a trustee, how far, 46. may be a trustee, 46. gifts by, to his guardian on coming of age, how far good. [See Fraud.] 157. appointment of new trustee in place of. [See New Trustees, Appointment or.] 192, 201. bound by the act of his trustee as respects third persons, 268, 403. conveyance by an infant trustee at common law, 287. under act 1 Will. IV. c. 60; 289, 290. whose estate has been improperly decreed to be sold, not a trustee within 1 VVill. IV. c. 60, ib. secus, if the decree for sale was made in the lifetime of his ancestor, ib. trustee, how compelled to convey, 298. debt of, for necessaries within a trust for payment of debts, 357. powers and duties of trustees for, 395. money held in trust for, ought to be invested in three per cents., ib. trustees must not change the nature of infant's property, 396. Quare? the effect of the late Will Act, 1 Vict. c. 26; 397. power of trustees for, to give discharges for trust money, 398. how far the fund may be paid to the infant, or any person for him, ib. legacy, to, how to be paid, 399. fund may be paid to infant's guardian or trustee. When? ib. trustees must not break in on infant's capital, ib. 874 INDEX. INYA'NT.— Continued. except for necessaries. Semble, 399. power of trustees to make advancements for. [See Advancement.] ib. povper of trustees to allow maintenance to. [See Maintenance.] 400. trustees for, liable for breaches of trust, 403. not liable for accidental losses, 404. entitled to their expenses, ib. and to allowances for sums spent in repairs and im- provements, 404. duty of trustees for, to accumulate income. [See Accumu- lation.] ib. cestui que trust of an advowson may nominate on a vacancy, 442. INQUISITION: a mere trustee has not sufficient interest to traverse, 275. INSOLVENT: [See Bankrupt.] INSURANCE: trustee has a sufficient interest to effect an, on a ship, 277. policy of, powers and duties of trustees of. [See Chose in Action.] 446. INTEREST : trust by deed or will for payment of debts, will not make them bear interest, 340, 359. on legacies, when given, and at what rate, 364. on portions, 366. trustees charged with, on sums applied by them in breach of trust, 374, 540. at what rate, 374, 523. ■with compound interest. When? ib. option of cestui que trusts to take interest on profits, 374. rule as to interest when and how far relaxed, 524. interest must be prayed by the bill, 525. on sums paid by trustees out of pocket allowed. When? 595. INTIMIDATION: instruments obtained through, will create a constructive trust. [See Fkaud.] 145. INVESTMENT: powers and duties of trustees, where there is an express trust to invest, 363. trust to invest on real security, how to be executed, ib. or on "real or personal'" security in the alternative, ib. on "good" security, 369. or to invest "at discretion," 369. on "personal security," ib. on " good private security," ib. on " government" security, 370. to invest " with all convenient speed," ib. on real securities in Ireland under 4 & 5 Will. IV. c. 29, ib. liability of trustees for neglect of trust to invest, ib. charged with interest, when, and at what rate, 374. cestui que trust's option to have interest on profits made, ib. what amount of balances may be retained uninvested, 375. trustees not liable for sums necessarily retained or uninvested, ib. such sums must be kept distinct from their own moneys, 376. duty of trustees to invest without any express trust to do so, ib. three per cents, the proper investment, ib. whether real securities are proper. Quare? 377. purchase of land improper, unless specially authorized, ib. mvestment on leaseholds improper, 378. or in South Sea, Bank, or India stock, ib. or in canal or rail way shares, or foreign funds, ib. or on personal security, ib. or employment in trade or speculative undertaking, 379. duty of trustees to call in improper securities, ib. INDEX. 875 INVESTMENT.— Continued. where there is an express trust to do so, 378. or an order of the court, ib. how far trustees may delay the conversion, ib. where there is a specific gift of the existing securities, ib. where there is no specific gift or mention of the existing securities, ib. personal securities must be called in, 380. and all securities except those of government, 381. whether real securities should be called in, ib. liability of trustees for not calling in improper securities, ib. trustees cannot change proper investments without authority, ib. effect of acquiescence by cestui que trust in an improper investment, 382. trustees may maintain a suit to replace money improperly invested, 383. power to invest includes a power to give discharges for money, ib. purchase by a trustee, held to have been made in execution of the trust. When? ib. trustees for, entitled to be present at investigation of title before the master, ib. costs of investment, how paid, ib. duty of trustees to give information as to the investments, ib. IRELAND: effect of 4 & 5 Will. IV. c. 29, authorizing investment on real securities in, 370. JOINT-TENANTS: estate limited to trustees as, devolves upon the survivor, 303. JUDGMENT: estate of trustees not affected by his debts by, 269. JURISDICTION: [See Suit.] of equity over trustees, 42. equity has none as to fraud in obtaining wills, 1 50. appointment of new trustees in place of one out of the, 202. who consi'dered resident out of the, 203. conveyance of estate of trustees who are out of, how obtained, 290. LAPSE: effect of, in creating a resulting trust. [See Resultikg Trust.] 134. LEASE: a trust to, gives trustees the legal estate, 232. secu^ a mere power to lease, ib. a devise in trust to, requires the legal fee to be vested in the trustees, 242. a devise in trust to lease, without any words of limitation, enlarged to a fee, ib. power of trustees to grant, without any express trust, 428, 482. by trustees of charity estates, 463, 465. general rule as to the nature and duration of the terra to be granted, ib. leases for lives when supported, ib. 464. or for long term of years, or in reversion, or with covenants for re- newal, ib. what consideration should be taken for the lease, ib. particular mode of leasing prescribed by the trust must be followed, 465. trustees must not reserve any personal benefit, ib. 466. lease miist not be granted to one of themselves, ib. by trustees contrary to their power, set aside, 480. what leases may be granted under the usual power, 481. lands usually let, ib. unopened mines, ib. 876 INDEX. LEASE.— Continued. for lives or years, 481. for what term, ib. purchaser of lease affected with notice of facts appearing on its face, 482. power to grant building leases not inserted as an " usual power," ib. LEASEHOLDS: are not within the Statute of Uses, 230. investment in leasehold securities improper without a special authority, 378. settled in trust for life. Duty of trustees to 'convert. [See Conversion.! 386,437. ■■ trustees of, how far liable for rents and covenants, 432. duty of trustees to renew, where there is no express trust to do so, ib. where they have a discretionary power to renew, 433. where there is an express trust to renew, ib. trust to renew may be implied, ib. liability of trustees to remaindermen for neglecting to renew, 434. their right to recover over from the tenant for life, ib. not liable to repay fine paid by remainderman if unreasonable or exorbitant, ib. where the renewal becomes impossible, ib. 435. renewal fines how to be raised, ib. whether a trust to raise out of rents and profits will authorize a sale or mortgage. Quare? ib. 436. by insuring lives of cestui que vie, 436. relative liabilities of cestui que trusts, for life and in remainder to con- tribute to expenses of renewal, 437. trustee effecting renewal in his own name, holds on the old trusts, 438. terms on which the trust will be enforced, ib. 439. LEGACIES: a trust to pay, gives the trustees the legal estate, 231. secus, if the charge is contingent, or there is no express trust to pay, ib. a general trust to pay debts and legacies, creates a charge on the real estate. When? 359. may be charged on land by unattested codicil. When? 361. personal estate primarily liable to payment of, 362. purchaser from trustee bound to see to the payment of. When ? 363. must all be paid proportionably, if no preference expressly given, ib. 364. assets marshalled in favor of legatees, who have no charge on the land, 364. except in case of legacies to charity, ib. interest on, when given, and at what rate, ib. to trustees, how far legatee must accept the trust in order to claim, 554. LEGAL ESTATE: vested in trustees by construction, as requisite for performance of the trusts, 231. where the trust is to sell or mortgage, ib. or to pay debts or legacies, ib. secus, if the charge of debts or legacies be contingent, 231. or there is no express direction for the trustees to pay them, ib. where there is a trust to lease, 232. but not where there is a mere power of leasing, ib. or a trust to convey, ib. or to pay the rents, or an annuity out of the rents, ib. effect of a trust to permit and suffer cestui que trust to receive rents, 233. construction, where both expressions are used, ib. intention of devisor will determine the question as to the vesting of, 234. rule of construction, where there are a series of trusts, some of which require the legal estate to be vested in the trustees, 235. executed by the Statute of Uses in the beneficial owner, where the property is given " in trust " for him or " for his benefit," ib. indiscriminate use of the words "use" and "trust" immaterial, ib. INDEX. 877 LEGAL ESTATE.— Continued. an express limitation to the " use " of the trustees gives them the legal estate, 253. a mere power to sell, &c., does not give the trustees the legal estate, ib. presumption of reconveyance or surrender of, by the trustees. [See Re- conveyance.] 253. LIEN: of trustees for their costs and expenses, 567, 571. not extended to solicitors and agents employed by them, 567. LIFE: [See Lease — Tenant for Life.] LIMITATION, STATUTES OF : [See Delay— Trnfe.] their application as between trustees and cestui que trusts, 263. do not run against an express trust, 264. effect of 25th section of 3 & 4 Will. IV. c. 27 ; ib. possession of one of several co-trustees will prevent their running, ib. their application to constructive trusts, 265. cestui que tiiist in remainder or under disability not prejudiced by, 266. nor creditors, societies, or charities, 170, 266,468. in cases of fraud the statute runs only from its discovery, 266. length of possession of cestui que trusts will not cause them to run against the estate of trustees, 266. unless cestui que trust has acquired an adverse possession, ib. run against a trust in favor of strangers, ib. 503. how far infancy of cestui que trust will prevent, from running in favor of a stranger, 269, 504. will not run in favor of strangers, where trustee is under disability. Semble, 269, Z19,50i. trust in a deed or will for payment of debts prevents, from running, how fart 341, 356. LIS-PENDENS : effect of appointment of new trustees during, 185, 549. effect of, upon powers of trustees generally, 548. effect of, as notice of a trust to a purchaser from trustees, 51 1. LUNATIC : may create a trustee, how far, 46. may be a trustee, 48. transactions with, will create a constructive trust. [See Fraud.] 154. appointment of new trustee in place of. [See New Trustees, Appointment OF.] 190, 197. entitled to his costs of an application for that purpose, 209. conveyance by a trustee under 1 Will. IV. c. 60 ; 288. act applies to lunatic not found so by inquisition, 289. but not to persons merely of weak intellect, ib. Lord Chancellor only has jurisdiction to entertain applications for, ib. act does not apply, if lunacy be contested, ib. light of nomination to livings, where cestui que trust of advowson is a lunatic, 443. M. MAINTENANCE: [See Advancement — Infant.] whether allowed out of the capital of infant's fortune, 398, 399. power of trustees to apply income of infant's trust fund for, 400. where infant's interest is contingent, or there is a limitation over, ib. where the infant has two different funds, 401. where the father of the infant is alive, ib. whether the same rule applies to the infant's mother, Qucere, 402. payments by a trustee for, of infant without an express power when allowed, ib. 8T8 INDEX. MAINTENANCE.— Coniin«e(f. trustees cannot increase the allowance for, where fixed by the trust, 402. 403. power to allow, not determined by the marriage of infant daughter, ib. confined to the infancy of the object. When? ib. order for, obtained on petition, 401. reference to the Master to ascertain the propriety of allowing, 402. MAJORITY: [See Co-Trhstees.] of trustees, decision of, how far binding on the whole number, 307. is binding in case of charitable or public trusts, 308. or where the power is conferred on the majority by the trust deed, ib. in choice of a clergyman for a benefice, 444. MANAGEMENT: [See Possession.] trustees entitled to the possession and, of trust estate. When? 273, 384, 428. general power of, conferred on trustees authorizes what acts ? 429. MANOR: [See Copyhold.] trustee of, how far entitled to appoint the steward, 274. MARRIAGE: of a trustee will not operate as a merger of the legal estate in equity, 232, 327. proof of, unnecessary in a suit by ^ feme to obtain a conveyance from the trustee of her separate estate, 424. conditions, requiring consent of trustees to, how far enforced, 496. power for trustees to give their consent to, how to be exercised, 498. what a sufiicient consent, ib. implied consent, ib. written consent, when necessary, ib. no distinction between "consent" and "approbation," 499. consent must be given before the marriage, ib. absolute consent once given cannot be withdrawn, 500. conditional consent, how far good, ib. all the trustees must give their consent, ib. not those who refuse to act, ib. or those who have died, 501. court controls trustees in exercise of a power to consent to marriage, ib. 502. the power exercised by the court. When ? ib. MARRIED WOMEN: [See Husband.] may create a trustee, by what assurances, 45. may be a trustee, 48. not allowed to propose herself as a new trustee before the Master, 210. whether she may disclaim a trust estate by deed. Qu^j-e? 223. conveyance by a trustee, how to be executed, 287, 296. her trust estate vests in the husband, to what extent, 304. cannot act in the trust without husband's concurrence, ib. powers and duties of trustees for, 406. she has no equity for a settlement out of her equitable real estate, 406. except in case of husband's bankruptcy, ib. and as to her chattels real, 407, 410. bound by a fine of her equitable real estate, 405. construction in favor of vesting the legal estate in trustees for, 233, 406. power of trustees to make over her equitable personal estate to husband before suit, 408. her equity for a settlement out of her equitable personal property, ib. exceptions to her equity for a settlement, ib. where husband is the purchaser of her fortune, ib. INDEX. 879 MARRIED WOMEN.— Continued. where property under value of 200/., or 10/. per annum, 209. her equity for a settlement attaches on her life interests. When'? 410. it may be waived by her, 411. or forfeited by her misconduct, ib. the whole fund will not in general be settled on her, ib. exception.s to that rule, 412. equitable right of, to a settlement not applied to foreigners, ib. husband entitled to her income, though he refu-ses to make a Bettlement, ib. unless he deserts or refuses to maintain her, 413. trustees must not pay income of, to her husband after bill filed, ib. her equitable fund transferred absolutely to the husband upon her consent, ib. her consent, how to be given, ib. the amount of the fund must be ascertained, 414. not bound by consent to such a transfer, if improperly given, ib. ward of court, who has married clandestinely, not allowed to consent, ib. Cannot consent to the transfer of her reversionary interests, ib. nor while she is under age, ib. her title to take the whole by survivorship on death of husband, 415. what a sufficient reduction into possession by husband to defeat that title, ib. her equity for a settlement may remain, though her title by survivorship is lost, 417. not bound by any assignment of equitable interests executed during cover- ture, ib. effect of a decree for a settlement upon her title to take by survivorship, 418. nature and' effect of a trust for her separate use, 419. such a trust valid, though she is unmarried at the time, ib. interposition of trustees unnecessary, 420. created by what expressions, ib. the trust must be for her benefit only, 421. her power of disposition over her separate estate, ib. any particular mode of disposition directed by the trust must be fol- lowed, ib. restriction against alienation by her during coverture, how far valid, 422. what sufficient to create such a restriction against alienation, ib. if not restrained from alienation, she may charge or encumber her estate, 424. she is entitled to require a conveyance from the trustee, ib. trustees need not join in a disposition by her, separate estate, 425. disposition by her in favor of her husband, good, ib. payment by trustees of her separate income to her husband, how far ^ood, ib. accumulations from such income received by husband belong to him, ib. trust deeds for separation, how far valid. [See Separation.] 426. duty of trustees to protect her from her husband, 427. effect of adultery on her right to receive the income of her property, 428. MEDICAL ATTENDANT: gifts to, from his patient, raise a constructive trust. When? [See Fjiaud.] 162. MERGER: of estate of trustees, 252. requisites for, ib. take place at law. When ? ib. relieved against in equity, ib. of term vested in a trustee, will not take place on marriage of trustee with the owner of the inheritance, 327. MISREPRESENTATION: effect of, in converting a person taking under an instrument into a construc- tive trustee. [See Fraud.] 146. 880 INDEX. MISTAKE: instruments executed through, relieved against. When? 148. where of law and not of fact. Qucere? [See Deeds — Fkaud — Igno- rance.] 149. parol evidence admitted to prove, 150, 167. secus, if denied by the defendant's answer, 167. MORTGAGE: a trust to, gives the trustees the legal estate, 231. a mere dry trustee has not sufRcient interest to redeem, 277. trust to invest in, how to be executed, 368. whether investment in, is proper without a special authority. ■ Quare? 377. when it is the duty of trustees to call in such investments, 383. when authorized by a power of sale, 475. MORTGAGEE : heir of, in fee a constructive trustee for his personal representative, 173. who is paid off, a constructive trustee for the mortgagor, ib. infant heir of, a trustee within 1 Will. IV. c. 60 ; 290. eighth section of 1 Will. IV. c. 60, applies to heir of. When ? 291. trustee for, may sell without concurrence of mortgagor. When ? 476, MORTMAIN: statutes of, apply to equitable estates, 52. what trusts are within the statutes of, 455. exceptions from that act, 457. N. NEW TRUSTEES: appointment of, under a power, 190. this power not usually given to trustees appointed by the court, 176,212. except in cases of charity, ib. ib. inserted in a settlement under articles as a reasonable and proper power, 176. objects to be regarded in framing it,ib. proper form of such a power, 177. with consent of surviving trustee, authorizes an appointment after the death of both trustees, ib. or after the death of one and the incapacity of the othertrustee, 178. does not apply to trustees dying in testator's lifetime, ib. effect of a power to be exercised by the survivor of two or more trustees, 179. bankruptcy of trustee renders him unfit within the meaning of the power, ib. mode of appointment, where the only surviving trustee is desirous of retiring, ib. ^ whether a smaller number of trustees may be appointed in the place of a larger number. Quare? 180. a larger number may be appointed in place of a smaller number. When? ib. by whom the power is to be exercised, 183. by cestui que trusts, ib. whether by the retiring or continuing trustee, ib. only by the persons designated by the power, ib. when by the survivor of several donees, ib. when by the heir or executor of the donee, 184. by a married woman, ib. not by an infant, ib. effect of a direction to appoint, when trustees are reduced to a certain number, ib. discretion of trustees not controlled in the exercise of, ib. effect of appointment pending a suit, 185, 448. manner in which the power must be exercised, 185. INDEX. 881 NEW TRUSTEES.— ConimMBd. required formalities must be observed, 185. consent, if requisite, must be obtained, ib. appointment must be completed by conveyance of the legal estate, 186. mode of effecting the conveyance to old and new trustees jointly, ib. where the trustees' estate is to preserve contingent remainders, ib. where it consists of terms of years, ib. or of stock or money, ib. where there is only a single trustee, 187. exercise of the power not generally imperative, ib. survivor may continue to act, ib. the power may be made imperative, ib. court will appoint, on the neglect of the donee of the power, 188. new trustee has the same power as the old ones, ib. foreigners ought not to be appointed new trustees, ib. nor one of the cestui que trusts, ib. costs of the new appointment, 189- invalid appointment will vitiate subsequent appointments. When? ib. Court of Chancery will appoint, notwithstanding the existence of a power, 190, 205. appointment of, by the court, ib. in what cases the court appoints new trustees, 190, 524. the court acts, though trust instrument contains a power to appoint new trustees, 190, 205. special statutory jurisdiction for the appointment of trustees, 192. on bankruptcy of existing trustee, ib. now exercised by the Court of Review, ib. on the disability, &c., of the existing trustee, ib. 22d section of 1 Will. IV. o. 60, 193. in cases of charities, 193. how the court acts in appointing new trustees, 194. in general a bill must be filed, ib. bill may be filed, though a petition would also be proper, ib. mode of proceeding by suit for the appointment of new trustees, ib. 196. costs of such a suit borne by whom, 196. in what cases the court will appoint new trustees on petition, 197. 1. In trusts for charity under Sir Samuel Romilly's Act, 198. extent and application of that act, and mode of proceeding under it, ib. 2. On the death of all the trustees of a charity under 1 Will. IV. c. 60,s.23; 199. 3. On bankruptcy of existing trustee, ib. though he has obtained his certificate, 200. 4. In cases within 22d section of 1 Will. IV. c. 60 (Sir E. Sugden's Act), ib. I. On lunacy of existing trustee, ib. extent and application of the act, and the mode of pro- ceeding in that case, ib. II. On infancy of e.xisting trustee, 201. extent and application of the act, and the mode of pro- ceeding in that case, ib. III. In cases within the 8th section of the act, 202. trustee being out of the jurisdiction, ib. ^ who considered out of the jurisdiction, ib. 203. place of residence should be slated in the affidavit, ib. uncertainty who is the existing trustee^ 203. trustee's refusal to convey, ib. death of trustee without heir, 204. extent and application of the act, and the mode of pro- ceeding by petition under it in these cases. [See Pe- tition.] ib. 56 882 INDEX. NEW TRUSTEES.— Corfwuet;. costs of petition borne by whom, 209. whom the court will appoint to be a new trustee, 210. leave given to persons to propose themselves before the Master, ib. whether two or more trustees may be appointed instead of one. Qiimre? 211. effect of appointment of new trustee by the court, ib. he takes all the powers of the original trustee, 211. except powers Implying personal confidence, ib. or a power of appointing other trustees, ib. receiver appointed. When ? [See Receiver.] ib., 534. appointment of new trustee in place of one becoming insolvent, 534. NEXT OF KIN : no conversion as between, and heir-at-law claiming by resulting trust. [See Conversion — Heir — Resulting Trust.] 127, 142. NOTICE: [See Purchaser.] purchaser from a trustee with notice bound by the trust, 164, 509. secus, a purchaser with notice from one, who bought without notice, 165. notice when received, 165. may be either to the purchaser, or his agent, ib. purchase from executor, with notice of its being a devastavit, ib. may be actual or constructive, ib. a disseisor not affected by notice of the trust, 172. conveyance by trustee to a purchaser whhout notice, good, 282, 509. trustee cannot convey or assign after notice of incumbrance by cestui que trust, 281, 319. to one of several co-trustees, how far good, 296. trustee of chose in action should give notice of the settlement to the party legally liable to the payment, 456. what sufficient or proper notice for that purpose, ib. What amounts to, of a trust to a purchaser from a trustee, 510. to whom such notice may be given, 513. how to be pleaded, 514. how proved, 515. notice of voluntary settlement, how far material, 516. second purchaser, how far affected by notice, ib 0. OLD AGE: of grantor not sufficient of itself to create a constructive trust. [See Fraud.] 155. OUTLAW: may create a trustee. How far? 47. P. PATENT: purchase by, in name of a child on advancement. When? [See Advance- ment — Resulting Trust.] 97. gifts fo, or purchase by, from a child will raise a constructive trust. When? [See Fraud.] 157. PARISHIONERS : effect of a trust of an advowson for parishioners generally, 441. who will have the right of voting at election of minister, ib. election must not be by ballot, ib. such a trust not a subject for an information by Attorney-General. [See Advowson.] 442. INDEX, PARLIAMENT, ACT OF: jurisdiction of Court of Chancery over trustees created by, 61. trustees created by, removed by the court, and others appointed, 192. powers conferred by, for trustees to convey, 282. PARLIAMENT, MEMBER OF: right of trustees to vote in election of, at common law, 275. how far excluded by statute, ib. when trustee has a beneficial interest, 276. trustees not qualified by trust estate to sit as a, ib. PAROL EVIDENCE: admissible to prove a parol trust. When ? [See Parol Trust.] 60. in cases of a purchase by one person in the name of another, whether admissible to establish a resulting trust in contradiction to the answer of the nominal purchaser, 94. or to prove payment of the purchase-money in contradiction to the purchase-deed, ib. admissible to rebut a resulting trust, on such a purchase, ib. ■whether admissible to rebut the presumption of an advancement on such purchases. Quare? 68, 103. admissible to support the advancement, ib. in cases of a voluntary conveyance without any declaration of trust, not admissible to establish a resulting trust on such a conveyance, 106. except in cases of fraud, 107. or where such evidence has been used on the other side, 108. admis.sible in favor of the grantee to rebut the trust, U.S. in cases of gifts upon trusts, which are ineffectually declared, admissible to support the beneficial claim of the trustee in opposition to a resulting trust. When? 118. in cases of gifts upon trusts, which do not exhaust the whole interest, when admissible to raise a. resulting trust of the surplus against the trustee, 124. admissible in favor of the trustee to rebut a presumed resuhing trust, ib. contemporaheous evidence the best, 126. inadmissible in support of the trustee's claim, if the trust appear on the face of the instrument, ib. in cases of fraud raising a constructive trust, admissible to prove the fraud, 166.- though denied by defendant's answer, 164, 167. but not regarded with favor, 167. declarations subsequent to the transaction not admitted to prove the fraud, ib. admitted in all cases to prove fraud as a defence against a claim, ib. admitted to prove mistake or surprise in executing a deed, ib. secus if denied by defendant's answer, ib. n. admitted to prove an acceptance of a trust by a trustee, 219. or to prove that a purchase was made with trust money, 522. PAROL TRUST: creation of trustees by, 55. what may be the subject of a parol trust, ib. before the Statute of Frauds, ib. since that statute, 56. parol trusts of land valid, notwithstanding the statute, ib. must be proved by a written declaration, ib. the declaration relates back to the creation of the trust, ib. parol trusts of personal estate good, 57. parol trusts of copyholds, of leaseholds, 58. of lands in colonies or foreign countries, ib. for charities, 59. in cases of fraud, ib. resulting or implied trusts created by, ib. expressions requisite for raising a trust by, ib. must be contemporaneous with the gift, 60. 884 INDEX. PAROL 1B.VST.— Continued. trust by, once created irrevocable, 60. effect of voluntary trust created by. [See Voluntary Trust.] ib. trust by, how proved, ib. not by evidence contradicting a written instrument, ib. except in cases of fraud, ib. 61. what sufRcient proof to satisfy the Statute of Frauds. [See Frauds, Statute of.] ib. parol evidence received to prove, where a doubt is raised by written documents, 62. PARTIES: [See Suits.] PARTITION : when authorized by a power of sale, 475. ^ PARTNER IN TRADE: of testator being appointed trustee, not entitled to au allowance for carrying on the business, 574. must not continue to employ the trust assets in the business without a special authority, .379. PAYMENT INTO COURT: of trust funds, ordered upon what admissions of the trustee. 549. what time fixed for the payment, 550. trustee may obtain an order for, for his own security, 551. PERISHABLE PROPERTY: settled in trust for life, duty of trustees to convert. [See Annuity — Con- version — Leasehold — Tenant for Life.] 386. PERSONAL SECURITY: power to invest in, construed strictly, 369. how to be exercised, ib. investment in, improper without a special authority, 378. duty of trustees to call in trust-money invested on, 380. PETITION: for appointment of new trustees, when proper, and mode of proceeding by. [See New Trustees, Appointment of.] 194 to 202. for conveyance of estate vested in trustees, under 1 Will. IV. c. 60, when proper, and mode of proceeding by. [See Conveyance — Estate of Trustees— Disability.] 289 to 302. not proper after institution of a suit, 292. or in doubtful cases, 297. or where adverse claims, ib. in cases of constructive trust. When? 298. how to be entitled, 294. who may present, ib. must be verified by affidavit, 295. order on, ib. Master's report on, ib. costs of, 300. POLICY OF INSURANCE: [See Chose in Action— Insurance.] POOR: trust for, a good charitable trust, 452. to be executed only in favor of those not receiving parochial relief, 467. PORTIONS: duties and powers of trustees for raising, 365. to be raised out of a reversionary term. When ? ib. of child dying before time of payment, to be raised. When? ib. how to be raised, 366. trustees confined to the annual rents and profits. When ? ib. INDEX. 885 PORTIONS.— Cojitottcd. the whole sum to be raised at once. When'? 367. interest on, ib. trust for raising, not within Thellusson Act, 368. expense of raising. How defrayed, ib. POSSESSIONS: trustees entitled to the, and management of trust estate. When t 272, 384, 428. when it is their duty to take possession of trust estate, ib. POWER: [See Discretionary Power.] distinction between, and a trust, 67. power in the nature of a trust, ib. whether enforced as a trust in favor of strangers in blood. Qutere? ib. distinction, where the donee of the power takes an absolute estate, and where only a partial ftenefioial interest, or no interest, ib. instances of, not being a trust, 68. gift by implication to objects of, in default of its exercise, ib. 491. no such gift by implication, where there is an express gift over, 70. u mere power not imperative, 71. of sale, does not give the donee the legal estate. [See Legal Estate — Sale.] 235. so a mere power to lease. [See Lease — Legal Estate.] 232. effect of a direction to insert " all usual and proper powers," 472. may be exercised by surviving or continuing trustees. When? 472, 489. or by devisees of original trustees, 287, 473, 489. PRECATORY WORDS: where they will create a trust, 72. three requisites for raising a trust on such words, 1st, the words must be imperative, ib. 2d, the subject must be certain, 73. 3d, the object of the trust must be certain, 75. trust for several objects, or alternatively, or for one or another, is good, ib. charity or charitable purposes a sufficiently certain object, 79. notenforcedasa trust, if the interest given to the objects be uncertain, 81. not where the trust is executory, ib. PRESENTATION: [See Advowson.] trustees of advowson, have the right to make, 274, 442. how that right is to be exercised. [See Advowson.] 442, et seq. PRESUMPTION : of a reconveyance or surrender by a trustee, when made. [See Reconvey- ance.] 253. that a particular trust has been satisfied, when made, 255. PURCHASE : by one person in the name of another raises a resulting trust. When 1 [See Resulting Trust.] 91. an advancement. When? [See Advancement.] 98. from a trustee with notice, effect of. [See Notice.] 164. from a trustee without notice, gives a good title. [See Notice.] 282, 509. by a trustee for investment. Held to have been made in execution of the trust. When? 383, 522. incapacity of trustees to purchase the trust estate, 158, 535. 1st, where the purchase is made directly from themselves, 158, 535. how and when such a purchase will be supported, 536. 2d, where the purchase is made by contract with cestui que trust, 537. relief against purchases by trustees barred by confirmation or acquies- cence, ib. 539. terms on which the purchase will be set aside, 538, 539. allowance to the trustees for repairs and improvements, ib. INDEX. PURCHASER : from a trustee, liability of, to see to the application of the money, 342, 363. effect of 7 & 8 Vict. c. 76, s. 10 ; 337, n., 504. power of trustees to discharge, by their receipts, 503. his liability in case of collusion with trustee, or notice of a breach of trust, 506. how far delay in making the sale is notice, that all debts have been paid, 507. with notice of a trust, liabilities of. [See Notice.] 164,507. Statutes of Limitation run in favor of a, from a trustee. When ? 509. rights of a bona fide, without notice of the trust, ib. what a sufRcient notice of a trust to. [See Notice.] 510. second purchaser how far bound by notice of a trust, 516. plea of purchase without notice, no defence, unless purchaser has obtained the legal estate, 517. not compelled to discover his title, ib. if he answer he must answer fully, ib. • who considered a purchaser for the purpose of such a defence, ib. Q. QUALIFICATION: a trustee's estate does not amount to a, for a seat in parliament, or as a jus- tice of the peace, or to shoot game, &o., 276. R. RAILWAY: investment in shares of, or canals, improper without special authority, 378. liability of trustees of shares in, to pay calls, &c., 446. , RATES: and taxes to be paid by cestui que trust for life, 395. REBUILDING: trustees mus-t not pull down and rebuild a house without a special authority, 571. RECEIPTS: power for trustees to give, for purchase-money. [See Purchaser.] 342, 363, 504. trustees for investment have power to give, 508. on trustees, who have power to change securities, 483. effect of co-trustees joining in, for sake of conformity, 312. necessity of the concurrence of all the trustees in, 307. RECEIVER : appointed by the court until the appointment of a new trustee. When? 212. not against the consent of the other trustees, if any, ib. what a sufficient reason for appointing, ib. 525. discharged on the appointment of the new trustee, 213. trustee in general cannot be appointed, 277, 539. when trustees will be so appointed, 540. RECONVEYANCE: [See Surrender.] by a trustee, presumption of, when made, 253. three requisites for making presumption of, ib. 1st, must be the duty of the trustee to reconvey, ib. when it will be his duty 'to convey, ib. satisfaction of the particular trust presumed. When ? 254. no reconveyance presumed where an express trust still unsatisfied, 255. 2d, a sufficient reason for presuming the reconveyance, 256. lapse of time not a sufRcient reason itself, ib. secus, when joined with other circumstances, 257. what other circumstances sufficient for that purpose, ib. 258. reconveyance of ihefee, more readily presumed than of a term, 259. secus, where the fee is conveyed to a mere dry trustee, 260. what length, of time sufficient to support the presumption of, 261. INDEX. 88T RECONVEYANCE.— Conimuerf. whether omission to notice a term is a sufficient reason for presuming its surrender. Quare? [See Surrender.] 261. 3d, it must be in favor of a just title, 262. in vphose favor a reconveyance will be presumed, ib. in favor of the beneficial owner, ib. but he must show a proper title, ib. in favor of a vendor, who seeks a specific performance, 263. REDUCTION INTO POSSESSION: [See Husband— Married Women.] 415. RELATIONS: who entitled under a trust for, 79. RELEASE : to a trustee from cestui quetntst, requisites for validity of, 525, 581. from past liabilities, cannot be insisted upon by a trustee as a condition for the conveyance of the trust estate, 580. on a conveyance by trustees to the trustees of a new settlement, 581. the parties to a release must be sui juris, ib. and have full information, and a separate legal adviser, 582. the release should state all the facts, ib. deliberately executed, not hastily set aside, ib. persons who impeach the validity of, must prove their facts, ib. to one trustee, is a release to all, ib. by delay and acquiescence of cestui que trusts. [See Acquiescence — Delay —Time.] 583. by the decree of a court of equity. [See Decree.] ib. REMAINDER: trusts limited in, not accelerated by failure of preceding trusts, 135. persons entitled in, how far liable to contribute to expenses of admissions to copyholds and renewal of leaseholds, 436. not prejudiced by acquiescence in a breach of trust, 266. REMOVAL: of trustees, decreed on what ground, 191. what will not be a sufficient reason, ib. 192. RENEWAL: [See Leasehold.] of leaseholds, duty of trustees to make, 432. expenses of, how to be raised, 435. contribution for, between tenants for life and in remainder, 437. will be held on the old trusts, 438. trustees' lien for fines, &c., when paid by them, 572. RENTS: trust to raise gross sums out of, and profits, authorizes a sale. When ? 355, 367. apportionment of, on death of tenant for life under 4 & 5 Will. IV. o. 22 ; 394. trustees should require tenants to pay, to them. When? 429. liability of trustees for suffering, to fall in arrear, ib. power of trustees to release arrears of, ib. REPAIRS: costs of substantial repairs borne by cestui que trust for life, 394, 571. trustees when authorized to lay out money in, 429, 571. trust to repair a chapel, how far authorizes trustees to rebuild, 468. allowance for, to trustees on setting aside a purchase by them, 539. RESIDUARY GIFT: prevents any resulting trust of personal estate, 135. or of real estate since 1 Vict. c. 26, 136. unless residuary gift itself fails, ib. 888 INDEX, RESIGNATION OF THE TRUST: not permitted in general without sufficient reason, 554. Quare? where there is a power to appoint new trustees, ib. RESULTING TRUST: creation of trustees by, 91. I. Where a purchase is made by one person in the name of another, ib. where the property is copyhold, 92. does not arise on joint purchases, 93. unless the proportions of the purchase-money are unequal, ib. arises on mortgages, ib. or on joint purchase.^ by partners, ib. exception, in case of the Ship Registry Acts, ib. proof of the payment of the consideration-money must be clear, 94. what will amount to such proof, ib. parol evidence when admissible, 95. does not arise on a purchase made by an agent in his own name, 96. nor upon a conveyance for a. valuable consideration, which is not paid, ib. the trust may be rebutted, ib. as to the whole, or part, of the estate, ib. parol evidence admissible to rebut it, ib. burden of proof rests on the volunteer to rebut the trust, ib. cannot arise from matter ex post facto, 97. will not arise where the purchaser is bound to provide for the nomi- nee, ib. where the purchase will be an advancement, and not a trust for the pur- chaser. [See Advancement.] ib. II. Where there is a voluntary conveyance without any trusts declared. [See VOLUHTAKY CONVEYANCE.] 106. III. Where there is a disposition of property upon trusts, which are not de- clared, or are only partially declared, or fail, 113. 1. Where the trusts are not declared, 114. or are referred to, as thereafter declared, and no declaration is made, ib. 2. Where the trusts are inetfectually declared, 116. intention, that donees should take only as trustees, must be clear, 117. parol evidence to support donee's claim against the resulting trust, 118. 3. Where the trusts declared do not exhaust the whole interest, ib. trust of the surplus will result. When? 119. when there will be no resulting trust, 120. expressions of an intention to benefit the donee will prevent the trust, 121. or expressions of affection or relationship, ib. or the circumstances of the donee, ib. where the donee is an infant or a, feme coverte, 122. or a child of the donor, ib. the trust may result as to part and not as to the residue of the estate, ib. if one of several donees is a trustee, all are so, 123. effect of a legacy to executor, in raising a resulting trust of the re- sidue undisposed of, ib. legacy to devisee of real estate raises no resulting trust against him, 124. legacy to heir or next of kin will not exclude their claim by a re- sulting trust, ib. admissibility of parol evidence to support or rebut the resulting trust. [See Parol Evidence.] ib. no conversion as between the heir and next of kin claiming the surplus by resuhing trust. [See Conversion.] 127. exception to general doctrine of resulting trusts in cases of charily. [See Charity.] 128. INDEX. 8*89 UESULTING TRUST.— Continued. 4. Where the trusts declared are void or lapse, 134. trusts in remainder not accelerated by failure of preceding on e?, accumulations void by the Thellusson Act result for heir or next of kin, ib. no resulting trust of personal estate, if there be a residuary be- quest, ih. unless the residuary gift itself fail, ib. secus as to real estate before 1 Vict. c. 26, 136. distinction between residuary gifts of real and personal estate abo- lished by that act, ib. resuhing trust excluded by a substitutionary gift, ib. whether a charge that fails will result, or sink for the benefit of the donee, ib. cases where heir has taken such charges by resulting trust, 139. cases where devisee has taken the benefit of the failure of such charges in opposition to the resulting trust, 140. result of the decisions, 141. no conversion as between heir and next of kin claiming by re- sulting trust on failure or lapse of the particular trusts. [See Conversion — Heir — Next of Kin.] 142. REVERSION: purchases of, from an heir raise a constructive trust. When? [See Fraud — Heir.] 153. purchases of, in general how far relieved against, ib. term in, sold or mortgaged for raising portions. When? 365. interests in, settled in trust for life must be converted, 393. ROBBERY: losses by, allowed to trustees. When? 573. s. SALE: trust for, gives the trustees the legal estate, 231. secus a mere power of selling. 235. devise in trust for, prevents the restriction of the legal fee given to the trus tees to a smaller interest, 242. devise to trustees without words of limitation enlarged to a fee, where there is a trust for, ib. unauthorized contract for, by a trustee not specifically enforced, 282, 477. when proper under a trust to raise a sum out oi rents and profits, 355, 366. power of, given to trustees. maybe appendant or collateral to their estate, 471. what expressions sufficient to create, ib. whether properly inserted in a settlement, under a direction to insert " all usual and proper powers,"' 472. by whom it may be exercised, ib. by surviving trustees. When ? ib. by continuing trustees on the renunciation of the others, 473. by assigns of original trustee. When? ib. whether by his devisee. Qvarei ib. by the person who has the distribution of the proceeds, ib. sale ought not to be committed to the tenant for life, ib. delegation of exercise of power to an agent, how far proper, 474. when the power is to be exercised, ib. effect of a trust to sell " as soon as convenient," ib. _ whether an immediate reinvestment ought to be in contempla tion, ib. whether power exercisable after the determination of the trustg, ib. where the trust is determined as to part of the estate, ib. unlimited power of sale how far valid,/475. 890 INDEX. S ALE . — Continued. what acts are authorized by a power of sale, 475. a partition or exchange, to what extent, ib. a mortgage. When? ib. leases not authorized by such a power, 476. power of trustees to give discharges for the purchase-money, ib. power of trustees to enforce the sale without concurrence of cestui que trusts, 476, 479. sale in consideration of the grant of a rent-charge improper, 477. or a sale minus the timber, ib. to whom the sale may be made, 478. to the tenant for life, ib. to a trustee for the purchaser, ib. to trustees themselves, when and to what extent, 477. how the power is to be executed, 478. prescribed forms must be observed, ib. effect of conditional powers of sale, and their impolicy, 479. defective execution of the power aided in equity, ib. mode of effecting the sale, ib. whether special conditions are proper, ib. duty of valuing the estate, ib. notice of sale should be given to all parties, 480. by public auction or private contract, ib. sale may be in lots, ib. trustees cannot buy in the estate without special power, 480. their liability to auction duty, ib. SCHOOL: [See Charity.] trust to establish a "grammar school," or a " school," how to be executed, 467. power of trustees to increase salaries of masters, 468. jurisdiction of Court of Chancery to control, under 3 & 4 Vict. c. 77 ; 460. SECURITIES: [See Investment.] power for trustees to change, their discretion in exercise of the power, how far controlled by the court, 482. not to be exercised without sufficient reason, 483. relative interests of cestui que trusts for life, and in remainder, not af- fected by exercise of the power by trustees, ib. exercise of the power not enforced upon the trustees, ib. unless the trust renders it imperative, 484. where there is a change of circumstances, ib. is an usual and proper power, 485. SEPARATE USE: nature and effect of trusts for the, of married women. [See Married Women.] 419. SEPARATION : deeds of, between husband and wife how far valid, 426. whether interposition of trustees for wife is essential. Qucere 1 ib. covenant by trustees to indemnify husband from wife's debts, hov? far requisite, ib. provisions for future separation, void, 427. mode of proceeding, where trustee refuses to enforce the separation bond, ib. wife has no power of disposition over property secured to her by a deed of, ib. SET-OFF: debt due from cestui que trust cannot be set off in an action at law by the trustee, 274, 317, 503. debt due from a trustee set-off against his costs, 568. INDEX. 891 SETTLEMENT: [See Executory Trust.] equity of a married woman for. [See Married Women.] 409. SHARES: liability of trustees of, to pay calls, &c., 446. SOLICITOR: [See Attorney.] SOVEREIGN, THE : may create a trustee. How? 46. whether he may be a trustee. Qluare '? ,49. in cases of escheated tru.st property, .50. in other cases. Qutere? 51. razy he cestui que trust. When? 52. will not be entitled by resulting trust to a charge, lapsed or failing, 139. not entitled by escheat to real estate, held in trust on death of trustee without heir since 4 & 5 Will. IV. c. 23; 269. nor upon death of cestui que trust without heir, 270. nor upon the forfeiture of cestui que trust for felony, ib. secus, if the forfeiture be for high treason, ib. entitled to personal estate held in trust, on the failure of next of kin, or the forfeiture of cestui que trust, 27 1 . but cannot call for, or benefit by, the conversion of real estate into per- sonalty, ib. SPECIFIC BEQUEST: of perishable securities, what will amount to, so as to exclude the usual rule for conversion, 390. SPECIFIC PERFORMANCE: of contract in breach of trust, not enforced, 282, 477, 509. of contract of sale by trustees, when enforced by them without the concur- rence of cestui que trusts, 476. STEWARD : gifts to, from his employer, will raise a constructive trust. When ? [See Agent — Fraud.] 158, 161. of a manor. How far the trustee of the manor is entitled to appoint, 274. STOCK: what is a proper investment, 376. extraordinary bonuses on, not to be paid to tenant for life, 386, 446. powers and duties of trustees of, 445. they may give a power of attorney to receive the dividends. When t 445. remedy on incapacity or refusal of trustees to transfer or pay divi- dends, ib. effect of reduction by act of parliament of, held in trust, ib. allowance to trustees of brokerage on transfer of, 446. STRANGERS: whether a power enforced as a trust in favor of. Quare ? 67. of the powers and duties of trustees in their dealings with, 503. of suits between, and trustees. [See Suits.] 545. trustees can only have costs as between party and party from. [See Costs.] 551. 1 SUBSTITUTIONARY CREATION OF TRUSTEES : [See New Trustees.] SUIT: of suits against trustees for breach of trust, 519. ■ necessity of joining as defendants all the trustees implicated in the breach of trust, ib. effect of 32d Order of August, 1841, 521. 892 INDEX. SUIT.-^ Continued. of suits by trustees for administration of the trust, 543. acceptance of trust requisite to enable trustees to institute, ib. how far cestui que trusts must be made parties to such suits, ib. effect of 30th Order of August, 1841, 544. trustees and cestui que trusts may join as co-plaintiffs. When ? ib. of suits against trustees by strangers, 545. cestui que trusts must in general be made parties, ib. of suits against cestui que trusts by strangers, ib. trustees must be made parties to such suits, ib. effect of 1 Will. IV. 4, c. 60, Sect. 24, ib. _ effect of 23d Order of August, 1841, ib. so in suits by cestui que trusts against strangers, 546. how far a trustee who has never acted, or disclaimed, must be made a party, 227, 547. practice where there are several distinct trusts, and sets of trustees, ib. powers of trustees, how far controlled by the institution of a suit, ib. not affected by the mere filing' of a bill, 548. nor by a suit, not actually pending, and in prosecution, 549. of costs of. [See Costs.] 551. SUPERSTITIOUS PURPOSE: what trusts for, are void, 455. who entitled to benefit of such trusts, 133, 455. SURPRISE: instruments obtained by, raise a constructive trust. [See Fraud.] 145. parol evidence admitted to prove, 167. SURRENDER: of a terra assigned to attend, whether it will be presumed. Quare? [See Reconveyance — Term.] 255. not presumed from lapse of time only without other circumstances, 257. what additional circumstances sufficient to support the presumption, ib. omission to notice an outstanding term a sufficient reason for presuming its surrender. When ? 258. only where there have been intermediate sales, 261. effect of a general declaration, that the surrender of all outstanding terms shall be presumed. Quare? 262. easily presumed in favor of cestui que trust against the trustee, ib. or between adverse claimants having equal equities, ib. not presumed, where it has been noticed, ib. or where it remains on foot for benefit of tenant for life, ib. in whose favor it will be presumed. [See Reconveyance.] ib. SURVIVOR: of two or more trustees. [See Co-Trustees,] devolution of estate on, upon death of others, 303. when he may exercise powers given to all the trustees, 303, 472, 488. he may disclaim. [See Disclaimer.] 303. T. TAXATION: [See Costs.] TAXES: cestui que trust for life liable to, and rates, 395. TENANT FOR LIFE : right of, to possession of title-deeds as against the trustees, 271, 384. or to possession and management of trust estate, 273, 356. powers and duties of trustees for, 384. they must protect trust estate from waste by him, 385. where the trust property consists of furniture, heirlooms, &c., ib. INDEX. 893 TENANT FOR LIFE.— Continued. where it consists of personal estate, ib. power of attorney for him to receive income, proper, 386. duty of trustees to convert, where trust property consists of perishable securities. [See Conversion.] ib. right of tenant for life to the income of residuary estate during the first year after the testator's death, 388. entitled to the income, though the required investments are not made, 389. entitled absolutely under a specific gift of articles, qua, ipso usu consu- muntur, 390. reversionary interests settled for life, must be converted for benefit of tenant for life, 393. liability of trustees, who join in evicting cestui que trust for life, ib. substantial repairs must be borne by tenant for life, 394. right of representatives of, to apportionment of periodical payments, ib. liable to rates and taxes, 395. ' effect of provisions for forfeiture by, on alienation or bankruptcy, ib. liability of, to contribute to expenses of admission to copyholds, and renewal of leaseholds, 431, 437. renewing a lease in his own name, will hold on the old trusts, 439. exercise of power of sale ought not to be committed to him by trustee, 473. he may purchase trust estate from trustees, 478. TERM: surrender of, by a trustee when presumed. [See Surrender.] 253. where it has been assigned to attend. Qucere? 256. effect of omission to notice, for a long period, 258. no distinction between one expressly assigned to attend, and one attended by operation of law, ib. becomes attendant on the satisfaction of the particular purpose, for which it was created, ib. attendant, powers and duties of trustees of, 324. becomes attendant either by express declaration, or by construction of law, ib. term becomes attendant by construction of law. When? 325. an intermediate estate will prevent its becoming attendant, 326. may be disannexed from the inheritance, ib. follows all descents and alienations of the inheritance, ib. duty of trustees of, to assign, ib. where he has notice of a charge or incumbrance, 327. not merged by marriage of trustee of, with owner of inheritance, 327. trustee of, entitled to costs of taking opinion as to assignment of, ib. prerogative probate required to pass. When ? ib. TIMBER: sale of settled estate by trustees minus the timber, improper, 477. TIME : [See Delay — AcauiEscENCE — Limitation, Statutes or.] when a sufficient reason for presuming a reconveyance by a trustee. [See Reconveyance — Surrender — Term.] 256, 259. is no bar to express trusts, 263. bars constructive trusts. When? 265. cestui que trusts must be aware of their rights, 266. must not be under disabihty, ib. must be entitled to an estate in possession and not in remainder, ib. creditors, societies, or charities not barred by, ib. TITLE-DEEDS: right of trustees to the possession of, 271, 384, 428. where the property consists of personal estates, 272. trustees suffering equitable tenant for life to get possession of, guilty of breach of trust, 271, 384. 894 INDEX. TITLE-DEEDS.— Con^nueJ. tenant for life having the legal estate, entitled to possession of, ib. mere dry trustee has no right to retain possession of, 272, 428. TRADE: employment of trust funds in, improper without a special authority, 379. liability of trustee to cestui que trusts for so doing, ib. liability of trustee to be made bankrupt, by carrying on trade with the trust . assets, 533. j where the amount of trust-moneys to be employed in the trade is limited, ' 533. trustee, being testator's partner, entitled to no allowance for carrying on, 574. TRUST: what may be subject-matter of a, 44. illegal, not enforced, 45. what expressions will create. [See Creation op Trustees and Parol.] 65. where a power will be. [See Power.] 67. creation of, by precatory words. [See Precatory Words.] 71. resulting or presumptive. [See Resulting Trust.] 91. constructive. [See Constructive Trust.] 144. effect of Statute of Limitation upon. [See Delay — Limitation, Statutes of— Time.] 263. TRUSTEE: general definition of, 41. lestricfed definition of, as the subject of this work, 41. origin of their estate, 41. jurisdiction of equity over, 42. who may create, 45. who may be, 48. must have a vested legal interest, 51. how created. [See Creation op Trustees.] also beneficiary, 65. cannot make any personal profit from the trust, 114, 534. legacies to, when they are entitled to claim them, 534. gifts to, or purchases by, from cestui que trust, raise a constructive trust. . When? [See Purchase.] 158, 534. purchases by, from himself, treated as a constructive trust, 159, 536. new, how appointed. [See New Trustees.] 190. incapacity of, to delegate the office, 175, 560. de son tort, 173. of acceptance and disclaimer by. [See Acceptance — Disclaimer.] 221. the estate of [See Estate — Legal Estate.] 229. where an executor becomes a, 236. right of, to hold beneficially on escheat or forfeiture of cestui que trust. [See Attainder — Escheat — Forfeiture.] 270. right of, to possession of deeds. [See Title-Deeds.] 271, 384, 428. right of, to possession and management of estate. [See Management — Possession.] 273, 384, 428. actions at law must be brought in his name, 274. right of, to prove for a debt against a bankrupt. [See Bankrupt.] 275. cannot vote in election of member of parliament, ib. or of coroner, 276. not qualified to sit in parliament, or as justice of the peace, &c., ib. is a competent witness in suits concerning the trust. When? 277, 540. cannot be a receiver or consignee, ib. has an insurable interest in a ship, 277. of a dry legal estate, 316. his powers and duties, ib. his name to be u.sed in actions respecting the title at law, 317. may purchase the trust estate, 158, 3 J 7, 493. INDEX. 895 TRUSTEE.— Continued. cannot traverse an inquisition, 275. may be receiver or consignee of trust estate, 539. has no right to possession of title-deeds, 27], 428. TRUSTEE CO-: [See Co-Trustee.] TRUSTEE, NEW : [See New Trustee.] u. USE: [See Estate — Legal Estate — Tkust.J effect of limitation of a, upon a previous use, 229. trustee will take the legal estate notwithstanding the statute of. When? 230. indiscriminate use of the word "Use" and "Trust" in a series of limita- tions immaterial with regard to the vesting of the legal estate, 235. V. VISITOR: [See Charity.] VOLUNTARY CONVEYANCE: without any declaration of trust, in general creates no resulting trust, 106. effect of a nominal or a meritorious consideration, 107. evidence admitted to establish a resulting trust on, ib. parol declarations admissible. When? ib. what circumstances will be sufficient to establish the trust, 108. effect of the deed being kept by the grantor. Qutsre? 109. no resulting trust created by any subsequent act of grantor, 112. but case of election thus raised, ib. slight consideration will prevent any resulting trust on, ib. if a valuable consideration expressed, there is no trust, ib. resulting trust may arise as to pari ofythe property comprised in,ib. evidence admitted on behalf of the volunteer, to rebut the trust, 113. resulting trust not enforced on, if illegal, ib. of the trust estate by a trustee, person taking under, though without notice, bound by the trust, 282, 516. VOLUNTARY TRUST: effect of parol, creation of. [See Parol Trust.] 60. enforced, if complete, 82. though the deed be not communicated to the grantees, 83. not enforced, if imperfect or executory, ib. good or meritorious consideration not sufficient to support, 83. what amounts to a complete and perfect voluntary trust, 84. general result of the authorities as to the validity of, 85. void against creditors, 90. and against subsequent purchasers, in, case of real estate, ib. secus, in case of personal estate, ib. effect of notice of^ to a purchaser, 516. w. WARD: [See Guardian — Infant.] gifts on sales by, to guardian, will raise a; constructive trust. When? [See Fraud.] 157. WASTE : duty of trustees to preserve contingent remainders to prevent, 323. or of trustees of estate settled for life, 384. 896 INDEX. WILL: trustees may be created by, 63. resulting trust not so readily raised on, as on deeds, 115. equity has no jurisdiction as to fraud in obtaining, 1 50. of the disposition of the estate of trustees by. [See Devise.] 283. WITNESS: how far a trustee is a competent, in suits respecting the trust, 277, 540. WORSHIP : trust to maintain the, of God, how to be executed, 467. THE END. KP 730 E6k le^k c.l Author Vol. Hill, Sir James Title Copy A practical treatise on the lalf of relating to trustees Date Borrower's Name W^i^'^^W