■ I ■ (Sorttdl ICaui Bttyoal ICibran} KF 730.H64T857 n,VerS ' ,yL,brary mmmmimmm e ° n ,he law relati "9 3 1924 018 825 970 Cornell University Library The original of this book is in the Cornell University Library. There are no known copyright restrictions in the United States on the use of the text. http://www.archive.org/details/cu31924018825970 A PRACTICAL TREATISE ON THE LAW RELATING TO TRUSTEES POWERS, DUTIES, PRIVILEGES, AND LIABILITIES. BY JAMES HILL, ESQ., OP THE INNER TEMPLE, B ARRIS TER-AT-L AW, AND FELLOW OF NEW COLLEGE, OXFORD. THIRD AMERICAN EDITION, CONTAINING THE NOTES TO THE FIRST EDITION, BY FRANCIS J. TROUBAT, WITH FULL NOTES AND REFERENCES TO RECENT ENGLISH AND AMERICAN DECISIONS, BY HENRY WHARTON. PHILADELPHIA: T. & J. W. JOHNSON & CO., LAW BOOKSELLERS, PUBLISHERS, AND IMPORTERS, 535 CHESTNUT STREET. 1857. <)3y?2s5;r Entered, according to Act of Congress, in the year 1857, BY T. AND J. W. JOHNSON & CO., In the Clerk's Office of the District Court for the Eastern District of Pennsylvania. C. SHERMAN 4 SON, PRINT* TO THE HON. SIR WILLIAM ERLE, ONE OP THE JUDGES OP HER MAJESTY'S COURT OP COMMON PLEAS, (by permission) MOST RESPECTFULLY DEDICATED BY THE AUTHOR. ADVERTISEMENT TO THE THIRD AMERICAN EDITION. In the present edition the notes to the previous edition, have, been revised, and the references carefully corrected. New notes have been added, and the English and American authorities brought down to the latest period. The size of the page has been at the same time increased, so as to prevent any inconvenient addition to the bulk of the volume. H. "W. May, 1857. 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. Henry 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, per- haps, 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 dissimilar in many material respects. The present work, as appears from its title, is written princi- pally 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. How- ever, even with this limited purpose in view, a Treatise on the Law relating to Trustees involved, in a greater or less degree, the considera- tion of the whole Law of Real 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 con- fidence in bringing his work before the public. 6 New Square, Lincoln's Inn, 26th May, 1845. CONTENTS. [n. B. THE REFERENCES ABE TO THE STAR PAGING.] PAGE INTRODUCTION, 41 PRELIMINARY CHAPTER, 44 I. What may be the Subjeot-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 PART I. OF THE CONSTITUTION OF TRUSTEES. DIVISION I. OF THE CREATION OF TRUSTEES BY EXPRESS DECLARATION. CHAPTER I. OF THE CREATION OF TRUSTIES BY PAROL. 1. What may be the Subject of a Parol Trust, . . . .55 2. What will be a valid Trust by Parol, .... 59 CHAPTER II. OF THE CREATION OF TRUSTEES 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 xii CONTENTS. DIVISION II. OF THE CONSTITUTION OF TRUSTEES BY IMPLICATION OR CONSTRUCTION OF LAW. CHAPTER I. OF TRUSTEES BY VIRTUE 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 Interest, 118 Exception in case of Trusts for Charity, . . . 128 IV. Where the Trusts Declared are void, or lapse, . . 134 CHAPTER II. OP TRUSTEES ET VIRTUE OF A CONSTRUCTIVE TRUST. 1. Where the Acquisition of the Legal Estate is affected with Fraud, . 144 I. Fraud arising from Facts of Imposition, . . . 145 H. 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 Transaction, 163 Proof of the Fraud, . . . . .166 Effect 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. OF THE SUBSTITUTIONARY CREATION OF TRUSTEES UNDER A POWER, 175 CONTENTS. Xlll CHAPTER II. OP THE SUBSTITUTION OP TRUSTEES BY THE COURT OP CHANCERY. I. In what Cases the Court will act, .... 190 II. How the Court acts in appointing new Trustees, . . 194 1st. On a Bill filed, . . . . .194 2d. On Petition— when ? . . . .197 HE. Whom the Court will appoint to be new Trustee, and the effect of the Appointment, ..... 210 DIVISION IV. OP THE ACCEPTANCE OR REFUSAL OF THE OFFICE OF TRUSTEE. CHAPTER I. WHAT WILL BE AN ACCEPTANCE OP THE OPFICE OP TRUSTEE, . 214 CHAPTER II. OF THE REFUSAL OR DISCLAIMER OF THE OPFICE OP TRUSTEE. I. When a Trustee may Disclaim, .... 221 II. How he may Disclaim, ..... 223 III. The Effect of a Disclaimer, . . . . .225 PART II. OP THE ESTATE OP TRUSTEES. CHAPTER I. OP 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 OP THE ESTATE OF TRUSTEES. I. Where their Estate is created by Will, . . . 239 II. Where their Estate is created by Deed, . . . 248 III. Of the Merger of their Estate, .... 252 IV. Of the Presumption of a Reconveyance or Surrender, . 253 XIV CONTENTS. V. Of the Application of the Statutes of Limitation to the Estate of Trustees, . . . . . .263 CHAPTEK III. OP THE INCIDENTS TO, AND LEGAL PROPERTIES OP, THE ESTATE OP TRUSTEES, ....... 270 CHAPTER IV. OP THE DISPOSITION OP THEIR 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. OP THE LEGAL DEVOLUTION OP THE ESTATE OP TRUSTEES, 303 PART III. OP THE DISCHARGE OP THE OFFICE OF TRUSTEE. DIVISION I. OF THE POWERS AND DUTIES OF TRUSTEES. CHAPTER I. OP THE POWERS AND DUTIES OF CO-TRUSTEES AS BETWEEN EACH OTHER. I. Where the Concurrence of all the Co-Trustees is requisite, . 305 II. Of the liability of a Trustee for the acts of his Co-Trustees, 309 CHAPTER II. OP THE POWERS AND DUTIES OP TRUSTEES, AS BETWEEN THEM AND THE CESTUI QUE TRUSTS. Of Trustees of a Dormant Estate, I. Of Trustees of a Dry Legal Estate, II. Of Trustees to preserve Contingent Remainders, III. Of Trustees of Attendant Terms of Years, Of Trustees of an Estate clothed with Active Duties, I. Of Trustees of Executory Trusts, . II. Of Trustees for the payment of Debts, 1st. Under a Deed, 2d. Under a Will 316 316 317 324 328 328 336 336 341 CONTENTS. XV III. Of Trustees for 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 VII. Of Trustees for Infants, 395 VIII. 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 HI. OP THE POWERS AND DUTIES OP TRUSTEES, AS BETWEEN THEM AND THIRD PERSONS, ...... 503 DIVISION II. OF THE LIABILITIES AND PRIVILEGES OP TRUSTEES. CHAPTER I. OP 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. OP THE BANKRUPTCY AND INSOLVENCY OP TRUSTEES, CHAPTER IH. OP THE DISABILITIES OP TRUSTEES, . . 518 525 530 535 XVI CONTENTS. CHAPTER IV. OF 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. OF THE DISCHARGE AND RELEASE OE TRUSTEES, . . 579 TABLE OF AMERICAN CASES. Abbott v.Clark, . Abeel v. Radcliffe, Aberdeen R. R. v. Blaikie Bros Abercrombie v. Bradford, Abney v.Kingsland, Acker v. PhcEnix, . Ackerman v. Emott, Adams v. Adams, . Brackett, . 501, B rough ton, . Mackey, Addison v. Bowie, . Adey v. Arnold, Adlum v. Yard, Affleck v. James, . Agnew v. Fetterman, . 499, Ahearne v. Hogan, Aiken v. Smith, . 342, 359, Albany Fire Ins. Co. v. Bay, Albert v. Savings Bank, Aldborough, Lord v. Trye Aldrich v. Cooper, . 505, Alexander v. Alexander, Cana, McMurray, Pendleton, Warrance, Aleyn v. Belchier, . Allen, Ex parte, v. Allen, . Bryant, . De Witt, Knight, . Macpherson, Mandaville, Randolph, Allis v. Billings, Allison v. Allison, . Allsup v. Allsup, . Alston v. Boyd, Altimus v. Elliott, . Ames v. Browning, . Downing, Am. Ex. Bk. v. Imloes, Ancaster v.' Mayer, 507,511, Anderson v. Anderson, Burrell, Lemon, Neff, . Anderton v. Yates, Andress v. Miller, , Andrew v. N. Y. Bible Soc, Arfdrews v. Jones, . . I>iOE . 810 . 94 . 239 . 499 . 157 . 130 538, 551, 557 222, 355 502, 513, 525 . 140 . 639 . 118 778, 779 490, 505 . 708 503, 518, 519 232, 235 366, 375, 376 634, 636 . 265 . 227 507, 522, 531 589, 825 . 816 500, 518 . 247 140, 152, 153 735, 742 229, 594 . 608 . 805 . 705 . 769 . 223 . 764 . 673 . 73 . 225 . 70 . 72 . 851 . 238 647, 786, 851 . 498 520, 522, 525 . 643 255, 257 . 809 . 810 . 599 . 490 70,76,192, 194, 195, 674 88, 620, 627 B Andrews v. Sparhawk, . PAOE i . 529 Angerstein v. Martin, . . 575 Anon, . 818 Anstice v. Brown, . 83, 140, 388 App v. Lutheran Congregation, . 699 Appleton v. Boyd, . . 145 Archbold v. Comrn. Charitab. D onat's. 704 Archer v. Hudson, . 234 Arms v. Ashley, . . . 94 Armsteadv. Hundley, . . 218 Armstrong's Est., . . 826 Armstrong, . 147 v. Campbell, . 236, 775 Miller, . . 550 Park, . 708, 732 Zane, . 840 Arnold v. Gilbert, . . 70, 735 Brown, . . 808 Ruggles, . 621 Arnoux v. Steinbrenner, . 825 Arrington v. Yarborough, . 619 Arthur v. Arthur, . . 221 Master in Eq., . 550 Comm. Bank, . 73 Asay v. Hoover, . . 417, 714 Ashby v. Ashby, . . 620 Ashcraft v. Little, . . 630, 631, 632, 633 Ashley v. Denton, . . 777 Ashhurst v. Given, 81, 342, 588 Ashurst v. Ashurst, . 723 Mill, . . 221 Ashton v. Lord Langdale, 89, 199, 683 Aspinall v. Jones, . . 725 Aston's Estate, . 550, 554 Astorv. Wells, . 248, 766 Astreen v. Flanagan, . 152, 153 Atcheson v. Atcheson, . . 623 Lindsey, . . 70 Robertson, . . 833, 845 Atkins v. Kron, 83,513, 586 Atkinson v. Jordan, . 485, 489 Att.-Gen. v. Alford, . . 549 Att.-Gen. v. Andrews, . . 690, 829 BaliolColl., ._ . 676 Beverley, . . 691, 692 tfovill, . 688, 698 Bowyer, . . 687 Bristol, . 688 Brown's Hospital, . 69» Clapham, . . 699 Devon (Earl of), . 688, 689 Donnington, . 694 East Retford Gra b. School, 688 XV111 TABLE OP AMERICAN CASES. PAGE Att. -Gen. v. Gardner, . . 683 Gibba, , . 837 Hardy, . 809 Hull, , . 684 Hulton, . 699 Ironmongers' Co., . . 688 Jolly, 192, 674 Lawea, 123, iy.-» 676, 699 Ludlow, . t . 689 Norwich (Corp. of), 689, 690 Norwich (Mayor of), .' 829 Magdalen College, 259, 687, 690 694, 701 Mansfield (Earl) . . 693 Merchant Venturers' Co., 692 Moseley, . 697, 735 Munro, . 683 Murdock, . . 699 Pilgrim, . 694 Plymouth, . . 679 Rochester (Dean , &c, of), 690 Shore, . 699 Stamford (Earl o n, ! 688, 689 Slurge, . 681 Vint, . . 676 Wallace, 192, 198, 674, 676, 687, 693 697, 701 Ward, 684 687, 688 Wilkins, 775, 776 Wilson, 699, 781 Worcester (Bishop of), 688, 689 Atwood v. Small, . . 216 Austen v. Bell, . 489 Aycinena v. Peries, . 778 Ayer v. Ayer, . . . 345 Ayers v. Trustees, . . 674 Ayres v. Melhodist Ch., 76 , 194, 199 Mitchell, . . 221 Weed, . . 331 B. Babb v. Reed, 680, 681 Babcock v. Smith, . . 88 Backhouse v. Patton, . 521 Baggett v. Meux, . . 636 Bagshaw v. Winter, Bailey v. Inglee, 614, 627 781, 784 Richardson, . 768 Robinson, . 238 Stiles, . 225 Watkins, . 240 Wilson, . . 247 Baines v. McGee, . 238, 250 Baird's App., . . 443 Baird v. Corwin, . 765 Baker v. Biddle, • 777 Bradley, . 234 251, 636 Crookshank, . 495 Leathers, . . 152 Lorillard, . . 590 Mosley, . . 109 Read, 238, 258 Smith, 192, 676 Vining, . I< 12 U 4, 148 150, 152 Washington, . 404 Baldwin v. Carter, . 626 Johnson, . 142 Baldy v. Brady, 500, 518 Ball v. Carew, . 803 Harris, . 516 Montgomery, . 608 B allard v. Carter, . . 417 Ballard v. Taylor, . Ballew v. Clark, Band v. Fardell, Bangley's Trust, Re, Bank v, Campbell, Foster, , '. Phelan, . Bank of N. A. v. Pollock, Orleans v. Torrey, U. S. v. Biddle, Coram., PAGE . 530 . 72 542, 562, 564 . 814, 848 . 397 . 241 . 191, 674 . 143, 817 . 238, 239 . 255, 257 487 Beverly, 349,501, 518, 520,|528 Carrington, . . 87, 142 Houseman, . . . 164 Virginia v. Adams, ... 69 Craig, . . 265,589 Banks v. Judah, 239 May 130 Wilkes, 450 Banister v. McKenzie, .... 540 Baptist Association v. Hart's Ex'rs, 192, 199, 674, 688 Barber v. Cary, .... 719,736 Barbour v. Morris, 221 Whitlock 257 Barclay v. Talman, . ... 69 Bardwell v. Bardwell, . . . .531 Barker v. Greenwood, . 344, 345, 346, 355 Hall, .... 485,486 Parkenhorn, .... 847 Woods 627 Barnes v. McClinton 768 Pearson 619 Barnett v. Spratt, 226 Sheffield 539 Barney v. Saunders, . 550,551,552,553 Barnhart v. Greenshields, . . . 768 Barnum v. Hemstead, .... 499 Barrett v. Buck, 584 Reads 485 Barribeau v. Brant 316 Barrington (Lord) v. Liddell, . . 537 Barron v. Barron, 94, 140, 143, 147, 604, 614, 621, 630, 641, 643 Barrow v. Barrow, . . . 609,614,616 Barry, Re, 427 v. Marriot, 540 73 240 636 814 823 708 537,551,564 344, 347 Merchants' Exchange Co. Whitney, Barrymore v. Ellis, Bartholomew's Will, Re, Bartlett v. Bartlett, Southerland, Burton's Est., Bass v.Scott,. . . . ..,,.<. ,«, Bassett v. Nosworthy, 247, 248, 397, 773, 776 583 781 262 255 411 238 291 376, 403, 404 778 492 405 192, 674 73 218 232 220 Bassil v. Lister, Bateman v. Hotchkin, Margerison, Bates v. Norcross, . Battle v. Durham, . Petway, . Baxter v. Costin, . Bayles v. Staats, . Beach v. Beach, Dor win, . Fulton Bank, Beale v. Coon K Beall v. Fox, . Beals v. See, . Bean v. Herrick, . Beanland v. Bradley, Beard v. Campbell, TABLE OF AMERICAN CASES. XIX PAOE Beard v. Hubbell 252 Beasley v. Wilkinson 418 Beattie v. Johnstone 782 Beatty v. Kurtz 674 Beaubien v. Ponpard, .... 238 Beauchamp v. Davis, .... 825 Beaufort v. Collier, . . . 628, 630 Beaufoy's Est., . . . . . 576 Beaumont v. Marg. of Salisbury, 356, 366, 368, 370, 371 Beavan v. Ld. Oxford 671 Beaver v. Filson, . Beck v. Uhrich, Beech v. Ld. St. Vincent, Keep; Beebe v. De Baun, Beeson v. Beeson, . 238, 239, 790 Belcher v. Belcher, Belknap v. Sealey, Belke's Charity, Re, Bell v. Bell, . Hallenbach,. Henderson, . Kellar, Twilight, . Webb, Bellamy v. Sabine, Bellas v. Lloyd, . McCarty, Bellinger v. Shafer, Bellows v. Patridge, Stone, . Belvedere v. Rochford, Benbury v. Benbury, Bench v. Biles, Bendall v. Bendall, Bender v. Reynolds, Bennett v. Biddies, Dillingham, Benningv. Benning's Ex'rs, Bensell v. Chancellor, Benson v. Benson, . Davies, . Le Roy, Bensusan v. Nchemias, Bent v. Young, Bentley v. Shreve, . Benzein v. Lenoir,. Bernard v. Bougard, Beresford, Matter of, Berger v. Duff, Berkhard v. Flyne, Berrett v. Oliver, . Berrien v McLane, Berry v. Hamilton, Ins. Co., . Williamson, Best v. Blackburne, Stow, . Bethea v. McCall, . Beattie v. Wilson, . Beverley v. Brooke, Beaverleys v. Miller, Bibb v. MeKinley, Biggs, Re, . Biggert v. Biggert, . Billage v. Southee, Billington's A pp., . Bingaman v. Hyatt, Binney v. Plumly, . Binns v. Parr, Birch v. Cropper, . Bird v. Graham, . 248, 589, 396 142, 807, 808 . 537 136, 138 722, 723 793, 804 . 231 . 222 . 294 621, 627 . 157 . 217 . 639 . 767 238, 257 . 216 . 763 776 847 498 252 520 778, 779 . 525 . 845 . 631 . 828 . 621 171, 178 72, 73 . 629 . 830 . 521 . 790 . 69 . 550 . 247 144, 151 609, 610 . 711 . 66 . 614 . 240 . 735 . 769 . 474 . 217 217, 252 598, 600, 808 643 786 550 619 813 626 235 539, 556, 589 . 768 . 404 . 823 . 274 389, 390 Blenkinsopp Bird v. Pegrnm, Birdsall v. Hewitt, Bishop v. Capel, . Curtis, . . Black v. Erwin, Ligon, . Ray, Blackiev. Clarke, . Blackman v. Gordon, Blagrave v. Blagrave, Blair v. Bass, Bromley, . Owles, Blaisdellv. Stevens, Blake v. Hey ward, Blakely v. Brady, . Blanchard v. Blood, Moore, Blann v. Bell, Blenkinsopp v Blight's Ex. v. Ewing Blight v. Schenck,. Wright, . Blin v. Pierce, Bliss v. Bradford, . Bloodgood v. Bruen, Bloomer v. Waldron, Bloomfield v. Eyre, Blount v. Blount, . Bloye's Trust, Re, Blue v. Patterson, . Blyholder v. Gilson, Boddy v. Lefevre, . Bodine v. Edwards, Bogert v. Hertell, . Perry; Boggs v. Varner, . Bohannon v. Stresley. Bohn v. Headley, . Bold v. Hutchinson, Boling v. Ewing, . Boiling v. Carter, . Bomar v. Mullins, . Bond v. Brown, England, . Zeigler, Bonsall's App., Boone v. Chiles, . Booth v. Booth, Clark, . Sineath, . Borden v. Sumner, Boreham v. Bignall, Borneman v. Sidlinger, Borst v. Corey, Borton v. Borton, . Boschetti v Power, Bostwick, Matter of, v. Atkins, Bostick v. Keizer, . Boswell v. Dillon, . Botsford v. Burr, 142, Boughton v. Boughton Boulton v. Beard, . Bourne v. Mole, Buckton Bowditch v. Banue! Bowes v. East Lond Bowens v Evans, Bowers v. Clark, Seeger, Smith, Bowles v. Weeks, PAGE . 641 . 532 . 118 83, 400 . 711 694, 727 . 578 216, 235 . 190 355, 358, 359 148, 150 . 216 247, 248 768, 785 764, 765, 775, 776 . 136 . 606 . 252 577, 581 244, 620 . 705 499, 711 . 705 80, 405, 796, 797 701, 704 . 718 . 514 . 263 . 69 . 813 222, 389, 778 87, 148 . 264 . 152 190, 710 . 150 247, 248, 762, 767, 7-70 . 389 123, 619 . 475 . 768 . 764 . 785 255, 257 . 520 . 250 539, 556, 589, 785 247, 248, 389, 775 . 251 69,70 . 598 . 485 . 818 . 92 . 620 . 823 594, 598, 599, 600 . 234, 238, 804 . 396, 397 . 481 144, 147, 148, 150, 151 513, 583, 584 . 832, 843 . 822 . 583 los, 267, 279, 284,288, 812 Waterw., . . 258 256, 257 643, 644 . 445 . 812 267, 317 XX TABLE OF AMERICAN CASES. Bowling v. Winslow's Adm'r, Bowman v. Bates, . Bowman's App., . Boyce v. Grundy, . Boyd v. Boyd, . Hawkins, . McLean, . Moyle, Boydell v. Golightly, Boykins v. Ciples, Boynlon v. Reese, . Bracken v. Miller, . Brackenridge v. Holland Bradford v. Greenway, . Union Bk. of Ten Bradish v. Gibbs, . Bradley v. Chase, . Emerson, Hughes, McBride, Bradshaw, Ex parte, Ellis, . Fane, . Bradwell v. Weeks, Brady v. McCosker, Braman v. Stiles, . Brandon v. Woodthorpe Brandt's Appeal, . Brashear v. West, . Brassey v. Chalmers, Braswell v. Morehead Breckenridge v. Ormsby Bredin v. Dwen, . Breedlove v. Stump, Brewer v. Swirles, Vanarsdale Brewster v. Striker, . 342, 343 Brice v. Brice, Bridgnorth (Corp. of) v. Colli Bridge v. Bridge, . Bridges v Hartley, Pleasants, Wood, . Briers v. Hackpey, Briggs v. Chamberlain, Earl of Oxford, Penny, . . 94, 97 Brightman v. Brightman, Brinckerhoff'v. Wemple, Bringhurst v. Cuthbert, Brinton's Est., Brock v. Phillipps, Brogden v. Walker, Brooke v. Berry, . . 216 Dent, . Brooks v. Fowle, . Marbury, Wheelock, Broome v. Curry, . Brothers v. Porter, Brough v. Higgins, Brougham, Ld.v. Powlett. Ld Broughton v. Broughton, Browne's App., Case, Brown v. Alden, . Armistead, Bamford, Bartee, . Brown, . Budd, . Cavendish, 349, 485, PAGE . 614 Brown v. Dunham, . 218 Freeman, . 589 Hobson, . 215 Kelsey, . 450, 451 Knox, . 236, 805 Lunt, 142, 148 Lutheran Ch . 818 Martyn, . . 481 Paull, 75, 260, 606 Postell, . 248 Ricketts, 248, 771 Wallace, 236, 238 Whiteway, 633, 639 Witter, . 252 Wood, . 75 Wright, . 221, 253 Browne v. Stoughton, 639 Browning v. Headley, Bruce v. Child, Bruch v. Lantz, Bruen v. Hone, Bruin v. Knott, Brumby v. Langdon, Brunner v. Storm, ... Brunson v. Hunter's Adm'r, Brush v. Ware, Bryan v. Bradley, . Bryan, Duncan, . Bryant v. Blackwell, Craig, Russell, . Brysoh v. Nichols, Buchanan v. Matlock, Buck v. Holloway, Pike, Swazey, . Buckles v. Lafferty, Buckley v. Buckley, Buffalow v. Buffalow, Buford v. McKee, . ' Bugbee v. Sargent, Bull v. Bull, . 104, 107, 11 Bulkely v. Earl of Eglinton, Bulkleyv. Bulkley, De Peyster, . Redmond, Bunbury v. Bunbury, . Bunce v. Vandergrift, . Bunnell v. Read, . Bunn v. Winthrop, Burbank v. Whitney, . Burrallv. Leslie, . Burrill v. Sheil, . ' . Burke, Matter of, . Burley v. Evelyn, . Russell, . Burr v. McEwen Sim, 629 257 814 705 714 . 83 . 222 588, 705 . 618 . 525 671 714 . 569 . 73 . 857 . 81 564, 792 . 791 344, 359 230, 233 . 583 PAGE • 214 • 264 . 707, 708 . 191, 674 . 485 • , • 87 . 693 . 813 . 100, 599 . 639 . 550,815 . 724 . 355, 358 . 221 . 776 . 778 . 583 614, 619, 622 . 257, 258 236, 237, 238, 496, 790 . 221 . 599, 600 . 409 334, 718, 137, 138 . 679 . 198 . 630 . 791 . 605 . 568 101, 109, 118 . 765 . 404 . 350 . 838 . 250 . 221, 229 , 226, 227, 230 88, 143, 522 . 144 128, 486, 488 . 252 . 568 . 145, 785 . 585 320, 352, 353, 849 . 858 285, 287 . 590 641 708 636 373 641 766 127 220, 81 238 Smith, Burrows v. Ragland, Jennings, Burt's Est., Re, . Burtv. Cassety, Stun, . Burton v. Mount, . Smith, . Burwell v. Anderson, Bush v. Bush, Golden, . Bushell v. Bushell, Bute (Marquis of) v. Harman 735 . 110 . 250 . 339 . 608 237, 631, 805 . 848 . 551 489, 493, 856 . 202 . 225 . 767, 768 . 142, 148 . 144, 151 239, 804, 808 507, 525, 528 230, 233, 241 . 130 . 530 500, 680, 741 274, 315, 337 . 255 . 287 . 225 . 69 . 444 252, 772 129, 130 . 681 . 489 540, 563 . 600 . 189 . 214 . 647, 648, 723, 845, 851 189, 190,211,343,344,349, 707, 715 191, 198, 674, 676 . 222 . 490 . 418 . 767 . 537 577, 580 . 722 550, 551 781, 784 . 767 . 766 . 583 12' 247, 396 TABLE OF AMERICAN CASES. XXI Butler & Baker's case, . Butler v. Haskell, . Hicks, . Merchant's Ins. Co Stevens, Butterfield, Ex parte, Butterwick Free School, Butts v. Genung, . Byam v. Byam, Bybee v. Tharp, . Byrne v. Noreott, . Stewart, . Van Hoesen, Re, PAGE . 332 . 226,257 . 808, 809 80, 159, 160, 162, 425 . 762, 767 . 800, 801 . 688 . 848 278, 709, 719 594 547, 549, 836 . 626 . 589 Mut Cadbury v. Duval, 396, 397, 496, 500, 531 Cadogan v. Earl of Essex, Cafe v. Bent, . Cahill v. Bigger, Caines v. Grant's Lessee, Cairns v. Chabert, Caldwell v. Carrington, Taggart, . Williams, . Calhoun v. Calhoun, Furgeson, . King, . Callaghan v. Hall, . Callender v. Colegrove, Calender's Adm. v. Keystone Co., .... Callis v. Ridout, Calloway v. Witherspoon, Calmes, Ex parte, . Calvert's Lessee v. Eden, Campbell v. Drake, Carter, • . Hamilton, . Johnston, . Penn. Ins. Co Williams, . Campbell's Est Camp v. Forrest, . Canoy v. Troutman, Capehart v. Hu«y, . Caperton v. Callison, Caplinger v. Stokes,- Sullivan, Carey v. Callan, . ^Carleton v. Banks, Carlisle's App., Carmichael v. Hughes, Came v. Brice, Carpenter v. Cameron, Carow v. Mowatt, . Carr v. Bobb, . Eastabrooke, Hilton, Carrington v. Didier, Manning, Carrol v. Connet, . Lee, Renick, . Stewart, . Carson v. O'Bannon, Murray, Carter v. Balfour, Carter, Cutting, Jones, 541 282, 577 . 700 . 145 586, 855 247, 772 . 816 129, 130, 486 . 633 . 578 . 789 . 826 256, 258 .Ins. . 825 . 292 . 231 . 557 . 340 . 143 . 220 . 405 236, 238, 722 . 804 . 550 129, 130 . 764 403, 409 826, 845 . 825 142, 234, 235 . 622 147, 150 604, 605, 607 . 286 . 600 . 641 . 705 826, 848 . 389 . 608 141, 167 . 764 499, 500, 518, 519 444, 781 . 630 . 475 . 710 . 623 . 643 . 192,501,525,674 320, 321, 607, 608, 643 550 817 Carter v. Rolland, Taggart, , ht v. Wii 320, 321, 326 263, 528, Cartwright v7~Wise, . . 152, Casboard v. Ward, Casey's Lessee v. Inloes, Cassel, Ex parte, . Cassidy v. McDaniel, Castan v. Cunningham, Cathcart v. Robinson, Catlin v. Eagle Bank, Caton v. Ridout, . Caulfield v. McGuire, Cawood v. Thompson, Cawthorne, Re, Cecil v. Korbman, . Center v. P. & M. Bk., Chaffers v. Headlam, Chahoon v. Hollenbach, Chalmers v. Hack, . Chamberlain v. Thacker, Thompson, . 342 Chambers v. Chambers, Mauldin, . Chamness v. Crutchfield, Champlin v. Champlin, . Lay tin, Chaney v. Smallwood, . Chandler v. Hill, . Chapin v. Weed, . Chaplin v. Givens, . Moore, . Chapman v. Esgar, Chase v. Lockerman, Chaudron v. Magee, Chanet v. Villeponteaux, Cheshire v. Cheshire, . Chesson v. Chesson, Chester v. Greer, . Chesterfield v. Jansen, . Chesterman v. Gardner, Chew's Estate, Chew v. Barnett, . Com. of Southwark Child v. Brace, Childsv. Woodson, Chisholm v. Chisholm, . Newton, . Starke, Choteau v. Jones, . Christ v. Diffenbach, Christ's Hospital v. Grainger Christie v. Bishop, . Christmas v. Mitchell, . Christopher v. Covington, Christophers v. White, . Christy v. Flemington, . Chronister v. Bushey, . Church v. Church, . Ins. Co., Sterling, Church Building Soc. v. Barlow, Churchill v. Dibbin, Cincinnati v. White, City Council v. Page, Clack v. Holland, . Clagett v. Hall, . . .451, Clapper v. House, . Clarehdon, Ld., v. Barham, Clark v. Bunham, . Clark, Cooke, Hackethorne, . Partridge, . . PAGR t 594 627 161 162 77 78 851 S56 780 817 140 , 139 73 641 586 175 813 847 765 766 t 848 404, 754 70 815 359 367 579 285 404 253 642, 718 216 220 263 493 239 328 856 598 522 550 813 , 764 708 569 785 586 236 , 227 , 768 , 285 775 . 443 236 91 597 598 405 569 766 251 ,253 682 701 248 265 770 486 858 , 494 803 809 239 87 142 684 , 641 , 674 764 99 671 789 822 , 213 520 . 140 . 451 . 604 , 247 . 253 XXII TABLE OF AMERICAN CASES. PAGE Clark v. Riddle, , 515, 706 Lott, . # . 130 McCreary, . 619 Minot, . 80, 796, 797 Sawyer, . . 222 Saxon, 75, 568, 569 Wyndham, 629 630, 638 Clarke, Re, . . 595 Jenkins, . 450 Clarkson v. De Peyster, . 639 Morgan, . 765 Clay v. Hart, . . 707 Irvine, . 626 Clemens v. Caldwell, 291, 551 Cleveland v. Hallett, , . 372 Clevenstine's App., . . 631 Clifton v. Davis, . 231 Haig, . . 79 Cloud v. Martin, . , . 735 Clutton, Exparte, . 284, 315 Coates Appeal, . 113 Coats v. Robinson, . 633, 639 Cobb v. Biddle, . 705 Cobson v. Blenton, . 404 Cochran v. Cochran, 586, 810 O'Hern, . 603 Paris, . 735 744, 745 Cockell v. Taylor, . . 227 Codwise v. Gelston, 489, 490, 505 Coggeshall v. Pelton, . 198 Cogswell v. Cogswell, 21 3, 521, 584 550, 570, 586, 647 Colby v. Kenniston, , # . . ' 167 Cole v. Hiles, . . 249 O'Neill, . 244, 245 Coleman v. McKinney, . 718 Lyne, . . 255 Wooley, , . 633, 639 Collins v. Archer, . . 776 Carlisle, .' 103 111,741 Hoxie, . 84, 826 Lavenberg, 633, 639 Rudolph, . 630 Collinson v. Lister, .' 249 250, 561 Collis v. Robins, . '. 4 99, 500 507, 509 Colmer v. Colmer, . 608 Colt v. Lesnier, . 250 Colton v. Ross, . 222 Columbia Bridge Co. v. Klin e, . 76 Colvin v. Menefee, . 393 Colyer v. Finch, 679, 776 Comby v. McMiehael, 354, 367 Com. v. Forney, . , . . 708 Martin, . 83 Mateer, . , 331 Nase, 202 Shelby, . 523 Sraufler, , 588 Commeyer v. United G erma n Chui che s, 79 Commiss v. Walker, 73 Comm. of Donations v. Wyt rants, 701 Conger v. Ring, 808 Congregational Church v. M orris, 78 Congreve, Ex parte, . 801 Conklin v. Egerton, Washington . 708 Unii ersity, 516 Connah v. Sedgwick, 486 Conner v. Lewis, . , 14 J, 151 New Albany 404 Ogle, . , 603 Connor, Re, , , 84 Conplly v. Lord Howe, , , 251 Conrad, Ex parte, . . . 291 Conroe v. Birdsale, Contee v. Dawson, Conway v. Green, . Cooke v. Crawford, Cook v. Bronaugh, Kennedy, . Lamotto, . Nathan, . Williams, . Coombs v. Jordan, Mansfield, Coonrod v. Coonrod, Coope v. Carter, . Lowerre, Cooper v. Cooper, . Day, Whitney, Cooper's Trusts, . Copenheaver v. Huffaker, Copeland v. Merc. Ins. Co., Copper Min. Co. v; Beach, Corbin v. Wilson, . Corlies v. Little, . Cornish v. Wilson, Cornthwaite v. Frith, Cordes v. Adrian, . Corne v. Byrom, . Corbett v. Laurens, Corning v. White, . Cornwise v. Bourgum Correy v. Caxton, . Corser v. Craig, Coryell v. Dunton,. Costabadie v. Costabadie, Coster v. Griswold, Cotton v. Clark, . Cotton, . Cottrel v. Hughes, Coulter v. Robertson Courtenay v. Courtenay Cousen, Ex parte, . Coutant v. Servoss, Schuyler, Covenhoven v. Shuler Covington v. Mclntyre, Cowles v. Brown, . Cowling v. Douglass, Cowman v. Harrison, Cox v. Bateman, . Coleman, . Walker, . Coykendall v. Rutherford, Cozine v. Graham, Cradock v. Owen, Piper, . Crafton v. Frith, . Craig, Matter of, . v. Craig, . Kettredge, Leslie, Radford, . Cram v. Mitchell, . Crane v. Concklin, Crawford's Ex. v. Patterson, Crawford v. Bertholf, Creed v. Lancaster Bk., Creigh's heirs v. Henson Crenshaw v. Anthony, . Crochteron v. Jaques, . Crockett v. Crockett, . Maguire, . Crompton v. Vasser, . 214 563, 789, 822 . 238 . 417, 418 . 144 . 630 232, 233, 243 . 221 . 389 . 496 . 147 515, 530, 565 . 727, 790 . 272 . 373, 790 291, 297,789 . 484 204, 205, 206 . 765 . 239 . 415 596, 597, 600 . 334 . 499, 522 . 127 . 569 . 274 . 585 . 489 . 594 . 766 . 671 . 639 100, 735, 741 . 226 836, 838, 849 . 576, 577 376, 379, 384 . 367 . 299 . 801 . 397 . 92 . 578 . 578 735, 742, 743 . 395 . 109, 116 . 779 . 641 403, 404, 445 . 707 93 179, 180, 184, 185, 189, 400, 513 . 858 70, 683, 684, 685 . 287 287, 291, 706 . 252 83, 189, 190, 217 . 79 . 239 227, 231 . 599 . 260 142, 143, 150, 157 . 389, 393 . 766 . 75 . 100 . 262 . 130 TABLE OF AMERICAN CASES. XX111 Crook v. Turpin, . Crosby v. Huston, Cross v. Beavan, . Kennington, Petrie, Croft v. Arthur, Croxion, Ex parte, Croyden's Trust, Re, Crozier v. Young, . Cruger v. Cruger, . Halliday, 287, Heyward, Jones, . Cruise v. Christopher, Crutchfield, Ex parte, Haynes, Cruys v. Coleman, . Cryder's App., Cuffv. Hall, . Cullum v. Upton, . Cumberland v. Codington, Cumming v. Williamson, Cummins v. Cummins, 319 Cunningham v. Antrobus, Fithian, Pell, Currens v. Hart, Currie v. Steel, Curry v. Fulkinson, Curtis v. Engel, Fulbrook, Mundy, . Robinson, Cushney v. Henry, Cushing v. Ayer, . Cutler's Trust, Re, Cutter v. Griswold, Cuyler v. Bradt, . D. PACE . 607, 609 280, 284, 766 . 598 . 527 . 669 . 157 826, 845 . 814 140, 157 . 640 298, 326, 328, 830 . 598 . 410 . 230 . 589 . 809 . 122 . 513 718, 719 . 427 . 520 514, 638 ,321,506,559,778, 779 . 618 . 221 . 783 762, 763 . 221 . 626 . 638 . 710 762, 767 . 838 . 260 . 766 . 611 . 157 146, 389 Dabney v. Manning, .... 349 Daggert v. Lane, ..... 235 Dalby v. India L. Ins. Co 264 Dale v. Hamilton, 94 Dallam v. Filler 286, 486 Wampole, . . . .639 Dalrymple v. Tannyhill, . . 590, 591 Dalton's Settlement, Re, . . 599, 814 Dalzell v. Crawford, . . . .496 Dana v. Bank of U. S.,. ... 73 Daniel v. Daniel, 404 Daniell v. Hollingshead, . . . 776 Mitchell 221 Darkin v. Darkin 143, 641 Dare v. Allen 619 Darlington v. McCoole, . . . .130 Darwin v. Handley, .... 486 Darrah v. McNair, . . . 184, 398, 400 Darrington v. Borland 501 Dartmouth College v. Woodward, 73 Dashiell v. Att.-Gen., . 192,199,201,674 Davant v. Guerard, . 289, 316, 404, 669 Davenport v. Prewett's Adm., . . 622 Davidson, Re, 295 v. Graves, .... 88 Little, . . 226, 227, 228 Proctor, . . . .118 Davies, Matter of, 294 Davis's App 722,724 Est 498 PAOE 485 631 66 826 401 594 718 221 828 603 608 116 594 253 236 794 808 590 236, 238, 710, 804, 808 717 599 214, Davis v. Anderson, Cain, Child, Davis, Earl Dysart, Harkness, . Howcott, . James, ■ . McNeill, . Mason, Newton, . Richardson, Roberts, . Rogers, Simpson, . Tingle, . Wright, . Davison v. Johonnot, Davoue v. Fanning, Dawes v. Betts, Howard, . Dawson v. Dawson, 75, 97, 130, 260, 291, 626 Day v. Day, . . '. . .826, 845 Deaderick v. Cantrell, . . 450, 451, 563 Watkins 226 Dean v. Dean 86,93, 141 De Armand v. Phillips 221 Deatly v. Murphy, 229 De Barante v. Gott 75 De Beauvoir v. De Beauvoir, . . 191 De Beil v. Thompson 532 Debell v. Foxworthy, .... 765 De Bevoise v. Sandford, . 236, 803, 863 De Caters v. Le Ray de Chaumont, . 492 Decouchev. Savetier, .... 388 Dedham Bank v. Richards, . . . 492 Deering v. Adams, 230, 349, 354, 359, 360,365 De Forest v. Bacon, Dehuffv. Turbett, . De Klyn v. Watkins, Delafield v. Anderson, Colden, De Lane v. Moore, . Delameter's Est., . Delany v. Hutcheson, Delaplaine v. Lawrence Demarre v. Driskill, Denn v. Allen, Bolton, . McKnight. Van Ness, Denning v. Smith, . Dennis v. Dennis, Dennison v. Gcehring, 127, 129, 130, 152, 474 High, Denston v. Morris, De Peyster v. Clarkson, Clendinning, Ferrers, Gould; Desilver's Est., Devey v. Thornton, Devinley v. Norris, Devinney v. Reynolds, De Wall v. Covenhoven, Dewey v. Adams, . Littlejohn, Dewitt v. Eldred, . Dex v. Barford, Dexter v. Arnold, . Dey v. Dunham, Dias v. Brunell, , Dick v. Pitehford, . 488 . 810 . 69 . 226 . 826 . 766 . 809 . 145 . 724 . 157 184, 515 . 699 . 247 . 373 . 772 253 252. 620 . 255 . 550, 824 291,352,578 . 442 . 142, 149 . 73 . 831, 843 . 241 . 718 . 639 . 486 . 486 . 622 . 320 . 408 . 767 . 778 588, 628, 863 XXIV TABLE OP AMERICAN CASES. PAGE Dioken v. King. . 70 Diokerson's App., ... . 397 Dickerson v. Dickerson, . 93 Dickinson v. Codwise, . 143, 606 Dickinson'? Trusts, . 315 Dickson's Trust, . . 587 v. Miller, . 639 Montgomery, 192, 674 Dietterich v. Heft, . . . 551 Diffenderfer v. Winder, . 550, 551 Dillard v. Dillard, . . 157 Crocker, . . 142 Dilliard v. Tomlinson, • . 550 Dimes v. Scott, . . . 575 Steinberg, . 223 Dimmock v. Bixby, . 812 Dinsraore v. Biggert, . 367, 370 Dix v. Burford, 352, 794 Dobbins v. Stevens, . 241 Dobson v. Racey, . 236 255, 806 Scott, . . 559 Doe v. Burrough, . . 725 Cafe 344 358, 359 Claridge, . 343, 355, 356 358, 363 . Courtnay, . . 725 Davies, ... . 365 Ferrand, . 725 Fricker, . 373 Hole, .... 725, 726 Harris, 325, 332 Hilder, . '. . 384 Hughes, . 514, 515, 516 683, 710 Langdon, . . 376, 379 380, 385 Lewis, 139, 245 Lord Kensington, . 725 Phillips, 375, 393 Robinson, . . 711 Rusham, . 139 Slephens, 725, 726 Williams, . . 359 375 725, 726 .Willis,.. . . 689 Dodson v. Simpson, 250, 697 Doggett v. iEmer,son, _ . 221 256, 258 Dold v, Geiger, . ' . . 620 Dole v. Lincoln, . 92 Dominick v. Michael, . . 71 Donalds v. Plumb, 373 374, 810 Donaldson y. Donaldson, 135 137, 138 West Branch Bank . 622 Donnington v. Mitchell, . 626 Donohoe v. Conrahy, . 91 Doolittle v. Lewis, . . 709 Dormah v. Fortescue, . 258 Dorsey v. Clarke, . . 86 ,91 14 2, 150 Dorsey, . 239 Gilbert, . 591 Dorland v. Dorland, 710 Dorr v. Wainright, 288 Doswell v. Buchanan, 247 Doty v. Mitchell, . 633 Douglass v. Andrews, . 599 Brice, . 152 Congreve, . 575 Russell, 68 Dow's Petition, Re, 590 Dow v. Jewell, . 150 Dower v. Former, . 221 Downe (Viscount) v. Morris, . 79 Downer v. Downer, 731 Downman v. Rust, 525, 527, 530 Doyle v. Sleeper, . 142, 157 Teas, 768. 770 D'Oyley v. Loveland, . . 496 496, Drake v. Whitmore, Drane v. Bayliss, . Gunter, . , Drayton v. Drayton, Grimke, Drever v. Mawdesley, Drew v. Earl of jforbury Long, Dring v. Greelham, Drum.v. Simpson, . Drummond v. Attorney Drosier v. Brerejon, Duke. St. Albans Drury v. Connor, ■ Scott, . . Drysdale's App., . Duberly v. Day„ . Dubose v. Dubose, . Duckett v. Skinner, Dueommun's App., Dudley v. Boswprth, Duffy v. Calvert, . Duke v. Fuller, Dumond v. Magee, Dunbar, Re., . Duncan v. Bryan, . Forrer, . . Dundas v. Biddle, . Dunklcy v. Dunkley,, Dunlap v. Ijunlap, . Gibbs, . Mitchell, Dunn v. Chambers, Keeling, . Dunscomb v. Dunscomb Duncome v. Levy, . Dunwoodie.v. Reed, Dupont v. Johnspn, Dupre v. Thompson, Durant v. Ritchie, . Salley, . Dustan v. Dustan, . Dutch Ch. v. Mott, Duval v. Craig, Farmers' Bank. Dyas v. Cruise, Dyer v. Potter, Dyott's Est., . Dyott v. N. A. Coal Co. Dwight v. Pomeroy, Dwinel v. Veazie, . E. Eagle Fire Co. v. Lent, Earp's Will, . Easton v. Carter, . Eckford v. DeKay, . Edgar v. Donnelly, . Edgington v. Williams, Edmonds v. Crenshaw, Edmondson v. Dyson, Edwards v. Jones, . Mitchell, Roberts, Tuck, . Egbert v. Brooks, Egerton v. Earl Brownlow, Eichelberger v. Barnetz, Elcock v. Mapp, . Elder v. Elder, Eldredge v. Jenkins, Ellett v. Paxson, . General, 539, 566, 289, 52, 151, 1 529,715 609, 260, 29 1,! PAGE . 714 . 708 328, 416 . 710 . 708 546, 554 764, 765 . 618 . 523 92, 409 . 699 777, 836 . 258 . 263 . 641 238 . 618, 620, 624 . 498 . 590 . 450 159, 160 716, 756 680, 687 . 616 . 95 802, 813 . 145 75, 424 610, 614 201, 520 . 255 237, 238 . 226 501, 515 550, 836 818 . 462 . 598 70, 127 339, 340 . 621 . 840 . 375 . 414 . 617 . 725 . 825 . 550 . 633 . 253 147, 413 . 71 . 585 319 556, 589 . 142 . 157 238, 451 474, 480 . 136 . 329 . 255 . 537 . 851 474, 481 . 578 179, 180 . 252 . 217 . 723 TABLE OF AMERICAN CASES. >XV , Wiley Adm 507 257 142, Elliott v. Armstrong, 87, 142, 148. Carter, . Connell, . Elliott, . Horn, Lewis, Merryman, Ellis v. Amason, . Baldwin, . Ellis, . Maxwell, . Nimmo, Ellison v. Cookson, Ellison, . Elwin, . Woody, . Ellison's Trusts, Re, Elmendorffv. Taylor, Elms v. Hughes, . Elwin v. Williams, . Ennisv. Leach, Ensley v. Balentine, Enos v. Hunter, Epley v. Witherow, Episcopal Church v. Erickson v. Willard, Erskine's Trusts, Re, Ervine's App., Erwin v. Parham, . Escheater v. Smith, Esham v. Lamar, . Eschelman v. Shuman's Espey v. Lake, Etty v. Bridges, Evans's Estate, Evans v. Brown, . Davies, . Ellis, Hellier, . Inglehart, Jones, Knorr, Scott, Everett, Re, . v. Winn, . Evertson v. Tappan, Ewing v. Fiirness, . Higby, . Smith, . Eyre v. Countess of Shaftesbury Potter, Eyrich v. Hetrick, . 538 75, 319, PAGE 150, 373, 396, 397 513, 522 . 251 . 791 . 157 444,781 496, 530 . 671 . 621 110,112 . 583 . 129 . 817 129, 131 620, 625 . 578 . 332 394, 395 . 621 . 620 . 413 143, 148 . 147 . 762 . 69 101,111 . 610 . 718 226, 228 79, 344 . 227 . 619 . 232 . 671 451,452 . 79 . 84 . 240 . 537 575, 578 . 766 630,631 . 535 . '813 . 817 . 809 . 825 . 724 . 633 . 594 216, 251 326, 588 F. Fagg's Trust, Re, 274 Fairfax v. Hunter, 79 Fairies App 641 Fall v. Simmons, 551 Fambro v. Gantt 250 Farly v. Bryant, .... 220, 221 Shippen, ... 69, 83, 145 Farmer, Re, 295 Farmers' Bank v. Douglass, . . . 226 Farmers', &c, Bk. v.Wayman, . . 265 Farmers' Loan Co. v. The People, . 78 Farrar v. Barraclough, Farrier v. Cairns, . Farringer v. Ramsey, Fay v. Fay, . Fears v. Brooks, 629, 630, 631 Farnsworlh v. Childs, Farnam v. Brooks, Farr v. Farr, . Sheriffe, Farrance v. Viley, 763, 766 219, 255, 389 . 257, 805 . 828 . 593 Fellers v. Lee, Feigley v. Feigley, Fellows v. Tann, Felton v. Hunter, Lang, Female Association v. Beekman Fenwick v. Chapman, . Greenwell, . Feoffees of Heriot's Hospital Ferguson v. Applenhite, Collins, Ferguson, Franklins, Ferraby v. Hobson,. Ferebee v. Proctor, Ferris v. Brush, Henderson, Field's Settlement, Re, Field v. Evans, Field, Arrowsmith, Lonsdale, . Mayor of N. Y Moore, Schieffelin, Wilson, . Finch v. Hollingsworth, Shaw, Finden v. Stephens, Fihdlay v. Patterson, Findley's Lessee v. Riddle Finley v. Hunter, . Jones, Finney v. Cochran, Fire Ins. Co. v. Bay, Firmin v. Pulham, . Fish v. Howland, . Miller, Fisher v. Boody, . Field, . Filbert, . Fisher, . Knox, Taylor, . Worth, . Fisk v. Sarber, Fitch v. Ayer, ■ Weber, Fitler v. Maitland, . Fitts v. Hall, . . Fitzgerald v. Peck, Fitzsimmons v. Joslin, Fitzpatrick v. Beatty Flagg v. Man, 87, 93 Fletcher, Ex parte, v. Peck, Fleming v. Buchanan, Burgin, . Donahoe, Teran, . Townshend, , Flint v. Clinton Company, Warren,* . Flqry v. Becker, Floyd v. Barker, . Jonson, . Flowers v. Franklin, v. Ross P/OE 539, 5,0 . 8^5 . 148 . f49 632, 633, 634, 636 . 255 . 765 . 629 . 245 . 781 . 687 501, 528 566, 836 . 702 . 816 . 444 . 220 . 79 . 648 . 705 . 613 255, 256, 257 814,848 . 636 . 699 81, 237, 260, 291 153, 167 . 68 72, 590 250, 589 255, 257 94. 238, 239 122 776 111 233 474 205 825 389 514 838 814, 815,817 . 791 216,251 98, 99, 359, 372 630 585 671 588 489 , 659, 808 631 173, 190, 212 466,499 . 214 . 221 . 216 251 150, 248, 762, 768, 775, 776, 786 814 248 531 767 86, 87, 152 . 238 . 140 319 320 125, 173, 212, 676 . 620 203, 848 . 514 . 578 XXVI TABLE OF AMERICAN CASES. 267, 280, 282, 541, 558, 563 Flounoy v. Johnson, Fogg v. Middleton, Foley v. Burnell, . Fontain v. Ravenel, Foote v. Colvin, Forbes v. Forbes, . Lemond,. Peacock,. 514,5] Ford v. Herron, Gaithur, . Forman v. Marsh, . Forsyth v. Clark, . Forth v. Bunch, Gooding, . Fortescue v. Barnett, Forward v. Armstead, Foster v. Crabb, Craige, . Crenshaw, Goree, Kerr, Trustees, Foscue v. Foscue, . Fowke v. Slaughter, Fowler v. Reynal, . Foxhall, Re, . Fox v. Cash, . Macreth, . Phelps, Foy v. Foy, . Fozier v. Andrews, Franciscus v. Reigart, Francis v. Clemow, Franklin v. Creyon, Franklin, Osgood, Frauenfelt's Estate, Frazer's Adm. v. Bevill Frazier v. Frazier, . Brownlow, Freeman v. Cook, . Denning, Flood, Freeman, Fairlee, Hill, . Kelly, . Tompkins, Freeport v. Bartol, . Frelick v. Turner, . Fremington School, Re French v. French, . Freto v. Brown, Frost v. Beekman, . Frothingham v. Stacker Furman v. Coe, Fulham, Re, . Furguson v. Collins, 5, 516, 501, P*GE 375 127 484 192, 674 142 681 488 530, 758 . 226 503, 513 590, 591 151,251 773 810 136 130 401 710 507 284, 723 . 631 142, 151 389, 390 . 150 783, 784 . 287 . 389 218, 236 . 536 . ' 87 836, 838, 843 . 344 . 525 . 606 . 291 . 445 . 620 . 569 81, 203 . 639 578, 786 . 248 . 636 . 93 . 604 397 149, 151 . 853 . 94 . 594 . 689' 231,339 . 598 248, 772 . 767 593, 856 . 295 . 444 220, 568, 142, : G. Gable v. Miller, . Gabriel v. Sturgis, Gadsden, Ex parte, Gaffee's Trust, Gage v. Rogers, Gaines v. Chew, . Galbraith v. Elder, Gale's Petition, Gallatin v. Cunningham, Gallatian v. Erwin, Gallego v. Att. -General, . 699 . 830 355, 357, 360, 363 . 629, 635, 636 . 826 . 140, 222, 225 . 659, 808 . 291 . 234 . 772 . 192, 199, 674 Gallimere v. Gill, . Galjion v. McCaslin, Gait v. Dibriel, Galluchat, Ex parte, Gambril v. Gambril, Gardner v. Astor, . Gardner, Heyer, . Marshall, Gardiner v. Fell, . Garland v. Loving, Garner v. Garner, . Moore, . Strode, . Garnett v. Macon, Garniss v. Gardner, Garrard v. Lord Lauderdale, TAGS . 503, 527 . 772 . 129 . 289 . 585, 586 . 373 496, 499, 501,638 . 84 . 614 . 70 . 590 129, 137, 260, 474 . 670 . 826 250, 495, 496, 507, 520, 758 550, 551 128 Tuck, 375, 379, 385, 390, 393, 394 550, 551 142, 785 . 68 . 253 . 723 . 494 . 227 . 682 . 608 . 718 . 598 589, 591 . 641 . 619 226, 232 . 710 825, 826 . 258 . 631 . 585 . 547 . '766 291, 789 722, 723 . 102 314, 723 . 201 . 722 764, 765 806, 809 104, 110,111 220 77 252 354 767 474 Garrett v. Carr, Garrett, Garrow v. Davis, . Garwood v. Eldridge, Gary v. Colgin, May, . Gasque v. Small, . Gass v. Wilhite, . Gassett v. Grout, . Gast v. Porter, Gay v. Ballou, Genet v. Talmadge, Gentry v. McReynolds, George v. Goldsby, Gest v. Frazier, Geroe v. Winter, . Getman v. Beardsley, Gettiward v. Prescott, Geyer v. Branch Bank, Gheen v. Osborn, . Ghost v. Waller, . Gibbes v. Cobb,", . Smith, . Gibbs v. Cunningham, Marsh, . Gibson's Case, Gibson v. Armstrong, Jones, . Gibler v. Trimble, . Giddings v. Eastman, Gilbert v. Chapin, . Gilbert, . Giles v. Grovy, Gillespie v. Moon, . Gill v. Logan, McAttee, . Glenorchy (Lord) v. Bosville, Gloucester, Corp. of, v. Osborn, 109, 174, 175 485 735 621, 622 . 414 . 688 Goddard v. Hapgood, _ Gouchenaur v. Froelich, Gouchenour's Est., Godley v. Taylor. . Godmanchester Gram. School, Re, Godwin v. Yonge, . . 253, 320, 802, 813 Goepp's Appeal 143 Going v. Emery, 191, 198, 515, 674, 687, 706 i i 252 81, 94, 142, 147 . 813 630, 633 . 814 . 252 . 263 Goldsborough v. Ringgold, Gomez v. Tradesman's Bank, Gooch v. Gooch, . Good v. Harris, Goode v. West, Goodell v. Field, . Goodhue v. Barnell, TABLE OF AMERICAN CASES. XXV11 Goodrich v. Downs, Proctor, Staples, Goodrum v. Goodrum, Goodwin v. Gosnell, Moore, Gowing v. Rich, Gordon v. Atkinson, Green, . Preston, Gore v. Gibson, Knight, Gosling v. Carter, . Gott v. Cook, . Gould v. Gould, Lamb, Gouvernour v. Elmendorff, Titus, Grower v. Grosvenor, Sterner, Glasgow v. Sands,. Coll. v. Att.-Gen Glass y. Ramsey, . Glasscock v. Minor, Glaze v. Drayton, . Glen v. Fisher, Glenn v. McKim, . Randall, . Grace v. Webb, Gracey v. Davis, . Graff v. Castleman, Graham v. Austin, . Davidson, Graham, Lambert, Little, . Roberts, Samuel, Torrance, Grant, Re, . v. Duane, . Hook, Thompson, Van Schoonhoven Grantlandv. Wight, Granville (Earl) v. McNeille Gratz v. Cohen, Graves v. Allen, . Dugan, . Gray's Est., . Gray v. Fox, . Hill, . Lynch, Shaw, Thompson, Woods, Greedy v. Lavender, Green v. Beatty, . Drinker, . Folgham, Green, . Morse, White, . Slayter, Thompson, Trieber, . Winter, . Greene v. Borland. Greenfield's Est., 70, 93, 127 Greening v. Fox, . Greenleaf v. Queen, Greenslade v. Dare, Greenville Acad., Ex parte, 495, < TAGE 485 496, 721 213 . 606 . 784 . 622 140, 157 190, 212 89,99 . 514 . 231 . 641 516, 517, 710, 758 596, 745 222, 355 . 372 . 251 . 826 . 484 . 252 . 626 676, 699 . 845 . 217 . 260 . 532 450, 451 -. 142 . 588 . 489 . 250 . 451 390, 451 . 353 94, 127 . 718 . 585 . 766 . 390 . 74 . 408 . 496 . 72 . 639 . 413 708 230 . 81 . 151 . 622 538, 558 . 488 853, 856 . 724 . 550 . 252 608, 618 . 405 . 766 . 68 . 642 . 492 . 764 . 764 226, 229 485, 486 809, 851 272 240, 243 551 816, 722, 723, 822 768 76 442, 557, 278, 647,! 233, : PAGE Gregory v. Marks, . . . 621 Smith, . . . 120 Gridley v. Andrews, . 525 Griffin v. Graham, . 192, 198. 674, 676, 681 Macauley, . 648 Griffith v. Chew, . . 261 Griffith, 75, 248, 260, 630 763, 764 Van Heythuysan, . 781, 816 Griffitts v. Cope, . . 192, 674 693, 701 Ricketts, , . 488 Grimstone v. Carter,. 767 Griswold v. Chandler, . . 550 Penniman, . 619 Smith, . 767 Groton v. Ruggles, 289 Grout v. Vanschoonhoven, 70 Grover v. Wakeman, 485 Groverman v. Difienderfer, . 667 Groves v. Groves, . 146 Guerrant v. Fowler, , 69 Gunn v. Barrow, . 404 Brantley, . 236, 808 Gunter v. Thomas, . 220 Guphitt v. Isbell, . 140, 404 Guthrie v. Gardner, 153, 157 Guyer v. Maynard, , 349, 705 Guyton v. Shane, . . 827 H. Habershon v. Vardon, . , . 199 Hadden v. Chorn, . . 674, 700 Haden v. Ware, . 220 Hadley v. Hopkins's Academy, 191, 198, 674, 701 229 Latimer, . Hadley's Trust, . 270 290, 322 Hadow v. Hadow, . 100, 599 Hafner v. Irwin, . 485 Hagthorp v. Hook, . 769, 776 Haigood v. Wells, . 289, 594 Haines v. Ellis, 606, 633 , O'Connor, 148, 151 Hake v. Fink, . 621 Haldenby v. Spofforth, . 782, 837 Hale v. Franek, . 837 Halford v. Stains, . 537, 583 Hallett v. Collins, . 255,256 258 775, 808 Hallett, . . ■ . . 815 Thompson, . . 588 Hall's Charity, Re, • . . 688 Hall v. Austin, 782,783, 7C-1 Bumstead, . . 518 Dennison, . . 498 Hall . 614 Harris, . 778 Irwin, .... . 708 Hugonin, . 618 Macdonald, . 523 Reed . 220 Sayre, .... . 631 Thompson, . . 218 Timmons, . 214, 794 Halliday, Re, . . 427 Halsey v._,Whitney, 485, 488 Van Amringe, 845, 849 Halstead v. Bank of Kentucky, . 247 Hamberlin v. Terry, 202, 222 Hamersly v. Lambert, . . 83 Hamersley v. De Biel, . . 253 Smith, 628, 629 Hamilton v.. Bishop, 606 630, 633 xxvm TABLE OF AMERICAN CASES. FAQE . 838 118,848 . 774 . 496 507, 528 . 550 . 825 . 604 72, 231 147, 149, 151 . 127 . 94 111,122 221, 229, 230 . 216 . 825 . 486 . 768 . 810 . 632 636, 638 . 719 . 551 128, 488 350, 606 104, 111,117 . 766 291, 699 237, 238 100,101 . 767 92,95 . 764 . 70 . 525 581,584 . 218 . 317 . 215. 142, 149 . 389,629 Harrison, 104,108,112,117,314, 332 Howard, .... 252 Hampshire v. Bradley Ham's Will, Re, . Hanly v. Sprague, . Hannum v. Spear, . Hancock v. Minot, . Handly v. Snodgrass, Hanson v. Jacks, . Keating, Harbison v. Lemon, Harder v. Harder, . Hardin v. Baird, . Bond, . Harding v. Glyn, . Handy, . Randall, Hardy v. Call, Skinner, . Summers, Hard wick v. Hook, Harkins v. Coalter, Harnett v. McDougal, Harlan v. Brown, . Harland's Accounts, Harland v. Binks, . Harley v. Platts, . Harper v. Phelps, . Reno, Straws, . Harrington v. Brown, Harris, Re, . Harris v. Arnold, . Barnett, . Carter, . Clark, . Fly, . Poyner, . Tyson, . Rucker, . Williamson, . Harrisburg Bank v. Tyler Harrison v. Brolasky, McMennomy, Mock, . Rowan, Warner, Harrod v. Fauntleroy, Hart v. Ten Eyck, . Tribe, Hartman v. Dowdal, Harton v. Harton, . Hartnall's Will, Re, Hartzell v. Brown, . Harvard College v. Amory, Harvey v. Alexander, Hasencleverv. Tucker, Haskell v. House, . Hassard v. Rowe, . Hastings v. Baldwin, Hatfield v. Montgomery Hatton v. Weems, . Haughton v. Davis, Hauser v. Lehman, Shore, . Haviland v. Myers, Hawkins v. Hawkins, Hawley v. Cramer, 91 239, 497, 543, 790 812 825 257 786 100 620 358 293 833 557 408 501, 525, 528 705 589 498 255 626, 851,853 489, 816 . 451 496, 530 . 604 408, 810 238, 240,255,804 James, 69,70,190,201,354,528, 532, 536, 711, 735, 812, 851 tt ,„ „ Ros9 287,297 Haxall's Exr's v. Shippen, . . .585 Haxtun v. Corse,, . Hayden's Exrs. v. Marmaduke Hayden v. Bucklin, Hays, Ex parte, Hays v. Hollis, v. Heidleberg, Hayes v. Jackson, . Goode, Kershow, Hayward v. Hayward, Haywood v. Craven, . Ensley, Heager's Executors,, Re Healey v. Alston, . Hearn v. Crutcher, . Heath v. Bishop, . Enapp, . Leafs, . Heathman v. Hall, . Heatley v. Finster, . Heck v. Clippinger, Hedges v. Riker, . Heistner v. Former, Helferistrine v. Garrard Helms v. Franciscus, . 614, Helm v. Hardin, HBtnicup, Matter of, Hemphill's App., . Henderson v. Hendersoi Hoke, Eennicott Peck, Vaulx, Warmack Hendrickson v. Decow, Hennershotz's Estate, Hennessey v. Andrews, Western Bank Henry v. Morgan, . Raiman, . Henson v. Kinard, . Hepburn v. Hepburn, Herbert v. Hanrick, Herr's App., . Heriell v. Bogert, . Hester v. Hester, . Wilkinson, Heth v. Richmond R. R. Co Hey's Will, Re, . Heyer v. Burger, . Heyward v. Cuthbert, Hickey v. Young, . Hickling v. Boyer, . Hickmann v. Stout, Hicks v. Sullitt, Higgenbottom v. Peyton Higgins v. Joyce, . High v. Batte, . Hill v. Edmonds, . Hill, . . Josselyn, Hillegas v. Hillegas, Hillman v. Westwood, Hillyard v. Miller, . Hilton v. Giraud, . Hinchman v. Emans, Hind's Est., . Hindson v. Weatherill, Hine v. Dodd, Hines v. Spruill, . Hinkle v. Wanzer,. Hintze v. Stingle, . Hinves v. Hinves, . 127 PAoa . 727 . 812 . 764 594, 598 . 150 490, 505 184, 507, 522 258, 390 129, 130 619, 623 . 200 . 87 659,808 . 373 . 498 . 588 417,421 . 588 . 630 . 764 . 630 715, 728 . 397 . 339 615, 616, 627 814 520 540, 557, 561 . 69 . 142 . 535 . 723 569, 578 143, 641 . 699 99, 186 . 767 486, 490, 499 248, 404, 771 . 241 127, 394 . 521 . 723 . 630 . 250 198, 708, 845 594, 670 556, 784, 786 . 814 . 643 . 599 . 147 521,585 . 255 258, 390 . 89 . 219 . 772 . 605 184, 604, 627 . 445 . 723 . 276 583, 681 89, 683 214, 220 . 622 223, 236, 240 767 499, 500, 518 68 723 586 TABLE 01 AMERICAN CASES. XXIX PAGE Hitchcock v. Bank of U. S., . . . 352 Clendennin, . . . 615 Hite v. Hite, 258, 532 Hoare v. Harris 413 Hobart v. Andrews, .... 489 Hobbs v. Parker, 217 Hobby v. Allen, .... 605, 618 Hockenbury v. Carlisle, . . . 241 Hodge v. Atly,-Gen., .... 75 Hawkins, .... 551 Hodges v. Blagrave, .... 415 Mulliken, . . . 409, 810 Hodgson's Settlement, Re, . 279,283,293 Hodsen v. Cash, 828 Hoes v. Van Hoesen, 507, 511, 520, 525, 528 HofTs App., 520 Hogan v. Hogan, 203 Hoge v. Hoge 224 Hoghton v. Hoghton, . 221, 232, 233, 234 Holbrook v. Waters, .... 620 Holder v. Durbin 267, 317 Holden v. Crawford, . . . .227 Holdridge v. Gillespie, . . 659, 808, 809 Holliday v. Coleman, .... 569 Sommerville, . . . 528 Hollinshead v. Allen, .... 95 Hollis v. Hollis, 142 Holloback v. Van Buskirk, . . . 351 Holman'sApp 803,833 Holman v. Loynes, . . . 240, 241 Holmes v. Godson, 116 Mitchell, . . . .578 Nesh 226 Holt v. Dewell, .... 447, 764 Homer v. Shelton, 578 Hone v. Van Shaick 791 Honnorv. Morton 620 Honore v Bakewell, .... 770 Hood v. Bridport, 589 Clapham 580, 581 Fahnestock, . . 247, 768, 771 Hoopes v. Dundas 588 Hoot v. Sorrell 641 Hoover v. Hoover, . 499, 522, 528, 530, 531 Samaritan Soc, . . . 640 Hope v. Johnson, 349 Liddell 263 Hopkins v. Gerrard, .... 767 Mazyc 220 McEldery, . . . .823 Ray, 499 Turnpike Co 73 Ward 403 Hopping v. Burnham, .... 767 Horry v. Glover 568, 578 Horsely v. Fawcett 816 Home v. Lyeth, 474 Horsefall, Re, 421 Hosack v. Rogers, 291, 492, 523, 822, 823,845 Hoskins v. Miller, '626 Hospital v. Amory, .... 272 Hotchkiss v. Fortson, .... 231 Houck v. Houck 710 Houlditch v. Donegal, .... 69 Hough v. Richardson, . . 216, 217, 255 Houghton, Ex parte, .... 143 Houston v. Embry, . ■ , 603, 631 Hovey v. Holcomb, .... 87 Howe v. Camp, 246 Howard v. Edgell, . . . , . 226 Ins. Co. v. Halsey, ." . 771 v. Moffett, ... 627 Howe v. Earl of Dartmouth, PAGE 570, 577 Howe, 576, 577, 581 Howel v. Baker, . 150, 224 Howell v. Edgar, . . 485 Howell, . 569, 623 Randsom, . 240 Whitechurch, . 222 Hower v. Gessaman, . 404 Hoxie v. Carr, . 140 Hoye v. Brewer, . . 513 Hoyes v. Kindersley, . 159 Hoyle v. Stowe, . . 725 Hoyt v.Hilton, . 593 Hubbard v. Goodwin, . . 83 Huckabee v. Billingsby, 713, 863 Huddleston v. Whelpdale, . 654 Hudgin v. Hudgin, . 501 Hudnal v. Wilder, . . 140 Hudson v. Carmichael, . 640 Hudson, . 238, 390 Maze, . . 498 Wadsworth, . 569 Huff, Ex parte, 540, 716 Huger v. Huger, . . 590 Hughes v. Caldwell, 289 417, 423 Edwards, . 766 Evans, . . 177 Morris, . . 147 Wells, . 261 397, 639 Hugus v. Walker, . . 768 Hubert v. Rector of Trinity Church , . 255 Hulme v. Tennant, 606, 628, 630, 631,633, 639 Hudley v. Mount, . . 766 Hunt v. Bass, . 238 712, 804 Booth, , , . 631 Crawford, . m . 403 Holden, . t . 708 Hamilton, . , . 222 Moore, . 216, 810 Rousmanier, . 220 251, 253 Scott, , . 579 "Watkins, . , , . 578 Hunter v. Gibson, . m n . 297 Hallett, . 621, 626 Lawrence's Ex'rs, 250, 589 Marlboro, . 70 147, 148 Stembredge, . . 112 Hunter's Will, . 222 Huntley v. Huntley, . 1 17, 260 , 389, 643 Hurst's Lessee v. McNeil, , . 340 Hunt v. Fisher, . 721 Husband v. Davis, . t . 449 Huskisson v. Bridge, 109, 114 Huson v. Wallace, . . 808 Hussey, Ex parte, , 287, 295 Huston v. Hamilton, , . 178 Hutchings v .'Smith, . . 620 Hutchins v. Hutehins, . . . 838 Hutchinson v. Brown, . , t 217, 231 Hutchinson, , . 142 Reed, . . 781 Tindall, . '. 93 230, 231 Hutton v. Duey, . , 642, 643 Hyne v. Campbell, . . 222 Hynson v. Burton, 80 796, 797 Iddings v. Bruen, Ide v. Ide, 236, 790, 806 . .116 XXX TABLE OF AMERICAN CASES. PAGE Ilchester v. Carnarvon, . . . . 520 Imlay v. Huntington, . . 474, 475, 633 Ingam v. Toulmin, .... 255 Ins. Co. v. Bay 424 Grant, 71 Smith 405, 671 Inge v. Forrester, 633 Ingersoll v. Cooper, . , . 289, 404, 669 Inglis v. Sailor's Snug Harbor, . . 687 Ingraham v. Regan 255 Wheeler, . . . .485 Ingram v. Kirkpatrick, . . . 129, 833 Phillips, . . . 763, 767 Iorr v. Hodges, 350 Iredell v. Langston 851 Irvin v. Smith, 766 Irving v. De Kay, .... 845, 849 Irwin v. Harris, 809 Keen, 492 Robertson 255 Is ham v. Bennington Iron Co., . . 766 Ives v. Davenport 721 Izard v. Middleton, .... 88 J. Jackman v. Rmgland, . . . 142, 150 Jackson v. Andrews, .... 764 Bull, .1 . . . .116 Burr, . . . . .705 Burtis 707 Cadwell, . . 248, 762, 768 Cary, .... 340, 3il Cornell, . . . .490 Delancy, . . . .417 Feller, .... 150, 154 Fish 348 Jackson, .... 589 Jansen, .... 719 Ketchum 764 Leek, .... -248,766 Ligon, 718 Matsdorff, . . . 152, 158 Moore, . . .87, 144, 375 Morse, ..... 142 Myers 340 Peirce, 375 Post, 397 Potter 708 Robins, . . . .116 Schauber, .... 350 Sharp 766 Sublett, . . . 622,626 Sumerville 774 Jacobs v. Locke, 260 Jacot v. Emett, . . . . , 550 James v. James, 688 Johnson 373 T .' Mmey 373, 374 Jamison v. Brady, . . .75, 606, 630 t L c', nd , sa y' .- • • • • 825 Jameson v. Shelby, ' . . . . 550 Smith, . . . .349 Janes v. Whitbread, . . . .499 January v. Poyntz 550 Jaques v. Methodist Church, . . 640 T Weeks, 762 Jasper v. Howard, 633 Jencks v. Alexander, . . 140, 153, 157 J emson v. Graves, . . . . 142 14s Hapgood, . . . 237) 238 Jenkins v. Bodley, . Eldridge, Pye, . . Robertson, . Walter, . Jenkinson v. Harcourt, . Jenks' Lessee v. Backhouse, Jennings v. Broughton, . Davis, . Jesse v. Bennett, . Jewett, Ex parte, . Jewett v. Palmer, . Woodward, . Johns v. Reardon, . Johnson's Appeal, . Johnson v. Ball, Blackman, . Clarkson, . Cunningham, Dorsey, Johnson, 202,234, Humphreys, Lee, Lewis, . Richey, Ronald, Tucker, Eason, Glasscock, Gwathmey, Lumb, . Newton, Rowlands, . Webster, 209, 210, Zane's Trustees, Joice v. Taylor, J.ones, Matter of, . Jones's Appeal, Jones v. Bush, Cole, Dawson, 584, 586, 847, Foxall, . How, Jones, Lewis, Loftin, Maggs, . McKee, . Maffet, . Morrall, . Sherrard, . Stockett, . 298, 326, Strong, . Ward, . Wing, Jopling v. Dooley, . J ordan v. Jordan, . Hunt, Joseph's Will, Re, . Joyce v. Cunnels, . De Moleyns, Judge v. Wilkins, . Judson v. Corcoran, Gibbons, 314, 321, Julian v. Reynolds, Juvenal v. Jackson, Patterson, Juzan v. Toulmin, K. Kaine v. Denniston, 772, 775, 776 . 224 227, 234 . 7S2 . 554 . 520 . 442 . 257 353,816 . 781 . 590 . 248 490, 845 766, 767 291, 789 94, 97, 286 . 236 97, 203, 205 . 409 722, 723 249,450,451, 570, 791, 863 . 389 . 397 . 786 . 786 . 87 . 818 712, 717 . 223 . 770 . 641 546,553 110, 118 212, 374,471 . 817 . 216 . 290 450, 451 . 340 . 404 848,851,853 548, 837 . 815 535, 654 538, 539 . 722 532, 537 . 224 . 334 . 548 . 586 328, 812, 830 . 404 . 550 . 221 . 218 . 777 . 550 . 813 . 568 775, 776 . 226 . 671 331, 332, 336 . 238 . 247 . 248 217, 226 769 TABLE OF AMERICAN CASES. XXXI on Kane, Matter of, . v. Bloodgood, . Karr v. Karr, . Kaufman v. Crawford, Keachv. Sandford,. Keaton v. Cobb, Kee v. Vosser, Keim v. Taylor,' . Keisselbrack v. Livings!' Keister v. Howe, . Kekewitch v. Manning, Keller v. Beelor, . Nutz, Kellet v. Rathbun, . Kellog v. Connor, . Kellogg v. Slauson, Kelly v. Lank, Kelsey v. Western, Keltner v. Keltner, Kemp v. M'Pherson, Keman v. Hall, Kennedy's Appeal, Kennedy v. Fury, . Kennedy, Strong, Ware, Kenny v. Udall, Kensington v. Bouverie Kent v. Plummer, . Ker v. Ruxton, Kerlin v. Campbell, Kerr v. Day, . Laird, . Snead, Kerns v. Swope, . Ketchum v. Ketchum, Keyser v. Stanisfer, Keysey's Case, Kidney v. Cousmaker, Kimball v. Morton, Kimmell v. McRight, Kinard v. Hiers, Kincaid's Trust, . King v. Cloud, Donnelly, . Hill,. . Mitchell, . Mullin, . Phillips, . Savery, . Strong, Travis, Woodhull, Kinnard v. Kinnard, Kinsley v. Abbott, . Kintzinger's Eat., . Kip v. Bank of New York Deniston, Kirby v. Schoonmaker, Taylor, . Kirkham v. Booth, Kirkpatrick's Trust, Kirkpatrick v. Davidson, McDonald, Rogers, Klapp v. Skirk, Knight v. Boughton, Cawthom, Knight, . Leake, . Loomis, . Majoribanks, PACIE . 598 . 388 551 539, 556, 589, 785 . 808 . 153 . 641 . 409 252, 253 . 442 68, 131, 135, 136, 671 619 262 . 551 . 408 . 498 . 499 507, 520 . 221 . 530 . 551 . 855 . 403 230, 251 80, 796, 797 129, 672 71, 609, 614, 616 . 586 767, 768 . 593 . 201 . 260 . 550 . 551 762, 766 . 825 . 699 507, 520 499, 505 . 89 140, 152, 157 . 246 611, 614 409, 810 260,287,291, 334 404 178, 179, 183, 209 . 865 319, 329 221, 240 . 202 . 762 191, 202, 674 569, 578 . 145 . 621 80, 796, 797, 798 450, 410 . 490 . 791 782, 858 . 543 89, 142 127, 131, 142, 405 507 486 110 . 818 . 629 . 623 320, 708 236, 806 93 108, PAGE Knight v. Whitehead, . . . .640 Kniskern v. Lutheran Church, 191, 674, 699 Knott v. Cottee, . . 110,542,548,555 Knotts v. Geiger, 766 Knouffv. Thompson, 152, 157, 161, 162, 768, 770 Knowles, Re . . . .814 Knox v. Picket 826 Knuckolls v. Lea, . . . . .217 Knust, Ex parte 295, 299 Kottman v. Peyton 245 Kramer v. Arthurs 775 Kreider v. Boyer 620 Krider v. Lafierty 767, 768 Krumbhaar v. Burt, .... 619 Krupp v. Scholl 244, 620 Kuhler v. Hoover 285 Kuhn v.Newman,. . . 340,342,588 Kyle v. Barnett 551 Lacy v. McMillen 221 , Wilson, . . . . .248 Lady Hewley's Charities, . . . 699 Laidlaw v. Organ, 218 Lally v. Holland, 766 Lamar V.Simpson, . . . .81 L'Amourreux v. Van Rensselaer, . 633, 647 Lanahan v. Latrobe, .... 490 Lancashire v. Lancashire, . . 335, 838 Lancaster Bk. v.. Albright, . . .218 Lancaster v. Dolan, . . . 514, 633 Landes v. Brant, 767 Lane's App., 551 Lane, Re 595 v. Debenham, . . 278, 418, 709 Lander v. Weston 563 Langdon v. Horton 68 Laprimaudaye v. Teissier, . . . 623 Larkins v. Biddle 220 Rhodes, . . . .148 Larrowe v. Beam, .... 775, 776 Lasalle v. Barnett 768 Lassiter v. Dawson, .... 608 Latimer v. Hanson, . 320, 326, 328, 551 Latourette v. Williams, . . . 620, 622 Latrobe v. Tiernan, . . . 445, 450 Laurens v. Jenney, . . . 345, 350 Lavender v. Lee, .... 252, 396 Lawrence v. Bowie, . . . 789, 842 Beaubien 220 Dale 221 Lawton v. Campion, .... 221 Lay v. Prinsep, 818 Lay's Ex. v. Brown, .... 604 Layton v. Layton, .... 614, 615 Lazarus v. Bryson 239 Lea v. Wheeler, 626 Lea's Exrs. v. Eidson, .... 252 Leavens v. Butler, 334 Leavitt v. Beirne 735, 745 Wooster, . . . 528, 530 Leaycraft v. Hedden, . . . 633, C34 Leazure v. Hillegas 76 Lee v. Huntoon, 95 Hutchinson, .... 406 Randolph, .... 260, 291 Leeds, Duke of, v. Lord Amherst, . . 569 Lefort v. Delafield, . . , . .263 Leiby v. Wolfe, 770 Leigh, Lord, v. Lord Ashburton, . . 714 xxxu TABLE OF AMERICAN CASES. Leigh v. Earl of Balcarres, Leisenring v. Black, Legare v. Ash, Leggettv. Dubois, ■ Perkins, Legg v. Legg, Leiper v. Hoffman, . Lemond v. Peoples, Lenaghan v. Smith, . 725, 726 . 241,808 225 72, 82, 83, 140, 146 . 342, 633 . 619 . 81, 143 . 201,841 . 780 Le Neve v. Le Neve, 247, 248, 249, 762, 766 767, 768 Le Prince v. Guillemot, . . 485, 487, 489 Lerlon v. Kingston, .... 818 Letcher v. Letcher, . . 142, 144, 148 Schroeder, Le Vasseur v. Scratton, Levering v. Levering, Heighe, Lewellin v. Cobbold Lewis v. Adams, . Bacon, Baird, . Bradford, . Cook, . Darling, . Hillman, . Madisons, McLemore, Mew, Starke, . Lichfield v. Baker,. Liggett v. Wall, . Ligon's Adm. v. Rogers, Lincoln v. Duke of N. Castle Lindenberger v. Matlack, Lindsay v. Harrison, Lindsay, Pleasants, Lining v. Peyton, . Lingan v. Carroll, . Henderson, Linton v. Boly, Lippincott v. Barker, Warder, Liptrot v. Holmes, . Litchfield v. White, Literary Fund v. Dawson, Littlefield v. Cole, . Smith, Litton v. Baldwin,. Livermore v. Aldrich, Livingston v. Livingston Newkirk. Lloyd, Re, . Lloyd v. Carter, Hart, Inglis' Exr's, Lloyd, Taylor, . Locke v. Armstrong, Lomas, . Lockart v. Northington Lockhart v. Wyatt, Lockridge v. Foster, Lockwood v. Stockholm Lodge v. Hamilton, Simonton, Logan v. Deshay, . Simmons, Lomax v. Pendleton, Ripley, 620 72 72 245 630 499,501, 502, 518,519 326, 440, 766 762, 763 . 558 525, 528 239, 240, 803, 804 . 762 215, 216 . 764 . 373 . 582 . 247 . 252 . 484 . 705 . 628 . 389 189, 190 . 496 . 203 . 93 . 495 . 485 ' . 569 372 794, 856 . 199 . 735 . 671 , 633 142, 148 75, 424 . 523 . 290 . 147 591 87,92,93 . 588 . 710 . 256 496, 565 . 710 . 486 . 216 . 626 619, 621 . 765 . 525 . 245 . 550 91,93, 95, 97,98, 110, 175 Londesborough v. Somerville, . . 571 London Gas Light Co. v. Spottiswoode, 782 Railway Co. v. Winter. Long v. Cason, Israel, Long, Norcom, . Longstaffv. Rennison, Longworth v. Goforth, Longworth's Est M . Longworthy v. Chadwick, Lonsdale (Earl of) v. Beckett Loomis's Appeal, . Loomis v. McClintock, . Lord v. Lowry, Lorrillard v. Coster, Lorimer, Re, . Loscome v. Wintringham, Lounsbury v. Purdy, Love v. Gaze. . Lovell v. Minott, . Loving v. Hunter, . Lowe v. Morris, Lowell's App., Lowman's App., . Lowry v. Comm. Bank, Cox, Farmers' Bank, Houston, Loyd v. Currin, Lucas v. At wood, . Doe, . Lockhart, McBlair, . Price, Lucknow v. Brown, Ludwig v. Highley, Luken's Appeal, Lupton v. Lupton, . Lund v. Blanshard, Lyles v. Hatton, Lyman v. United Ins. Co., Lynch v. Cox, Lyne v. Guardian, . Lyon v. Lyon, Marclay, . Richmond, Sanders, . Lytle v. Pope, M. McArtee v. Engart, . . . .226 McAteer v. McMullen, .... 770 McAllister v. Montgomery, . . .145 McAuley v. Wilson, . . . 192, 676 McBee v. Loftis, 248 McCall's Est 551 McCall v. Coover, 260 Harrison, .... 264 Lenox, . . . . .263 Peachy, ..... 540 McCalmont v. Rankin, . . . 147,251 McCampbell v. McCampbell, . . 513 McCants v. Bee, .... 232,236 McCaskle v. Amarine, . . . .767 Mackreth v. Simmons, . . . .260 Macleod v. Annesley 539 Maclin v. Smith, 594 McCosker v. Golden 642 McClure v. Miller, . . . 237, 245, 804 McColl v. Atherton, . . , .679 McConnell v. Gibson, . . ; .803 Reed, . . . .766 253 394, 395 . 825 . 530 . 594 . 683 . 238 . 586 . 569 . 270 513, 531 . 718 . 96 70, 812, 813 813 199 140, 147, 396 187 538, 557, 558 . 474 . 851 679, 704 . 608 264, 265 . 221 . 250 619, 626 . 246 . 489 . 708 108, 112 . 814 . 707 . 599 396,410 551,551,791 501, 507,524, 525 . 781 . 550 . 252 . 151 . 222 237, 238 . 390 220, 253 . 220 . 764 TABLE OF AMERICAN CASES. XXXI11 PAGE . 603 192, 674 . 615 . 226 287, 291, 342 263 230 778 723 643 780 83, 342, 34' McCord v. Booker, Ochiltree, . McCormick v. Garnett, . Malin, . MoCosker v. Brady, McCoy v. Scott, . McCraw v, Davis, . McCrea v. Purmort, MoCreary v. Hamlin, . McCrocklin v. McCrocklin Maccubbin v. Cromwell, 86, 87, 94, 318,320. 332-. 450,451,790 McCullough v. Wilson, . McCullum v. Cox, . McDermutt v. Lorillard, Strong, . McDonald v. King, May, Sims, "Walker, . McDonough's Exrs. v. Murdock, McDougald v. Dougherty, McDowall v. Peyton, Goldsmith, McDowell v. Caldwell, . Lawless, . Potter, McFait's Appeal, . McGachen v. Dew, McGaw v. Calbraith, McGehee v. Gindrat, McGinn v. Shaeffer, McGlaughlin v. McGlaughlin McGlinsey's App., McGorven v. McGorven, McGan v Marshall, McGuire v. McGowen, . Ramsay, Mclntire v. Hughes, Middleton School v. Zanesville &c, . McKay v. Carrington, McKennan v. Pry, . Phillips, Mackey v. Proctor, Mackie v. Mackie, . McKim v. Handy, . . : McKinley v. Irvine, McKinney v. Pinckard, . Makinnon v. Stuart, McKissick v. Pickle, McKnight v. Taylor, McKonkey's App., . McLanahan v. Henderson, McLanahan, Wyant, . McLean v. Barton, . McLeod v. Annesley, McRea v Farrow, . McLemore v. Goode, McMahon v. Harrisoji, . McMechan v. Griffing, . McMeeken v. Edmonds, McMurray v. Montgomery, McNair's App., McNeely v. Steele, McNeillie v. Acton, McNeilledge v. Galhraith, , Barclay, McNish v. Guerard, 289, 339, 342, 344, 347 McRaeny v. Johnston, 404 McRaven v. McGuire 766 766 . 405 . 722 . 489 . 708 . 257 . 389 . 417 76, 140 129,489 . 222 . 257 594, 851 . 520 . '621,622 508, 511, 521 783, 792, 819, 820 398, 399 . 768 . 790 . 525 640,641 . 151 . 71 142, 150 . 142 129, 130 . 810 lal, . 260 . 260 808 , 643 71 577 '8, 737, 845, 846 780,817 . 227 . 128 213,701 , 255 . 113 659, 808, 809 87 525 255 780 720 585 . 272 . 776 . 489 . 452 249, 450 . 719 249, 250, 559 104, 107, 122 122 260, 606, 641 569, MeVey v. Boggs, . . McWborter v. Agnew, Maddox v. Maddox, Magawley's Trust, Re, Magee v. Magee, . Magill v. Brown, . Magniac v. Thompson, Magruder v. Peter, Magwood v. Johnston, Manorner v. Harrison, Hooe, Mais, In re, . Majoribanks v. Hoveden Malin v. Malin, . 14' Malins v. Greenway, Mallett v. Smith, . Malzy v. Edge, Man v. Peay, . Warner, Manahan v. Gibbons, Manes v. Durant, . Manly v. Hunt, Mann's App., Mann v. Betterly, . Butler, . Darlington, Manning v. Manning, Many v. Phillips, . Mannings v. Randolph, Mansell's Est., Mansfield v. Mansfield, Mant v. Leith, Manuf's and Mechanic: ofPenn, Mapp v. Elcock, . March v. Berrier, . Marignyv. Remy,. Marker v. Marker, . Marks v. Pell, Marr v. Chester, . Marsh v. Marsh, . Wheeler, Marshall v. Fisk, . Means, Sladden, Stephens, Martin's App., , . Martin v. Broad us,. Fry, . Greer, . Margham, Martin, . Poague, . Sale, Sedgwick, Sherman, Martzell v. Stauffer, Maryat v. Maryat, . Mason's Est., . Mason v. Best, Crosby, . Jones, McNeill,. Martin, . Mason, . Williams, Massey v. Mcllwaine, Masselin's Will, Re, Massie v. Watts, . . Matheney v. Guess,. Mather v. .Norton, . . Matthews v. Dragaud, Ward, Bank v. PAGE . 614, 615 . 713 . 588 . 814 . 151 76, 192, 198 I, 220,221,251, 347 . 710 . 639 142, 151 . 201 291, 293 . 771 ',213,260,814,817 . 847 . 707 321, 332 . 331 . 518 . 450 . 245 . 396 . 493 226, 227, 229 . 816 . 244 550, 833 . 826 . 585 . 520 . 642 539, 564, 634, 837 Bank 485 174, 179, 180, 181 . 591 . 488 . 569 . 256 . 141 507, 511 202, 705 . 339 . 70 79, 297, 714 633, 723 584, 594 . 221 . 507 142, 785 194, 676 609, 613 . 411 766, 767 . 447 . 627 . 778 . 823 . 520 . 818 . 255 596, 745 621, 622 221, 720, 804, 808 99, 373, 735, 745 ' . 229 . 247 . 814 . 69 . 619 515, 530,758 236, 808, 809, 853 78, 375, 398, 403 XXXIV TABLE OF AMERICAN CASES. Gen. Maudlin v. Armistead, Maunaell v. Hedges, Maupin v. Dulany,. Maxwell v. Henderson, Kennedy, Pittinger, May's Heirs v. Frazee, Mayberry v. Neely, Maybin v. Kirby, . Mayer v. Galluchat, Mayfield v. Clifton, Mayham v. Coomba, Mayor of So. Molton v. Att Meacham v. Sterns, Meade v. Langdon's Heirs, Merritt, . Meador v. Sorsby, . Meakings v. Cromwell, Meals v. Brandon, . Mechanics' Bank, Matter of, v. Edwards, Seton, Meek v. Kettlewell, Melling v. Leek, . Mellish's Est., Mellish v. Robertson, Mennard v. Welford, Mense v. McLean, . , Meuude v. Delair, . Mercein v. People, Mercer v. Stark, Meriam v. Harsen, . Merrick's Est., Merrill v. Smith, . Merritt v. Lyon, Farmers' Ins. Co Lambert, Loan Co., Wilson, . Meriweather v. Herran, Merriwether v. Booker, Mesick v. Mesick, . Messenger v. Clarke, Metcalf v. Cook, . Methodist Church v. Jaques, Remington Wood, 691, 83, 28 271, 763, Methold v. Turner, Meux v. Bell, Meyer v. Montriou, Simonson, Michoud v. Girod, Middleton v. Reay, Mikell v. Mikell, . Miles v. Bacon, Fisher, Irvin, Durnford, . Milledge v. Lamar, Mill v. Hill, . Mills v. Argall, Miller's Est., . Miller v. Beverleys, Chetwood, . Cotton, . Cresson, . Gable, . . Harwell, . Holcombe, . Kershaw,. . PAGE 442 245 594 239 255, 256, 257 . 231 709, 711 . 631 671, 775 639, 845, 859 621 766 692 498 225 69 722 710 . 762 , 291, 789 . 373 . 265 . 136 393, 395 . 793 . 221 284 772 . 98 . 643 91, 140 . 640 550, 787 143, 641 . 641 . 417 . 240 . 422 . 490 . 68 . 622 . 451 . 641 . 633 143, 606, 633, 640, 641 . 682 . 142 . 598 . 671 780, 781 571, 573, 575 236, 238, 256, 257, 803, 804 279 856 497, 826, 851 372 240 250 578 221,415, 766,808 . 490 589, 621 550, 851, 854 . 252 251, 253 . 762 . 699 . 531 . 808 . 764 PAG! Miller v. Lerch, 76 M'Intyre, . . . . .257 Meetch, 102, 320, 349, 505, 707,719 Miller, 643 Pearce 224 Priddon, . . . 274, 277, 280 Whittier 851 Williamson, . . . 633, 640 Wilson 164 Milne v. Gilbert 122 Milner v. Turner's Heirs, ... 72 Minott v. Prescott 517,718 Minturn v. Seymour 130 Minuse v. Cox, . . 550, 722, 723, 837, 845 Mirehouse v. Scaife, . . . .531 Mitchell v.. Adams, . . . .330 Bunch 69 Green, 213 Mitchell,. . . . 507,520 Pitner, 295 Rice, . . . 319, 320, 321 , Winslow 68 Mitchum v. Mitchum, . . . .238 Mitford v. Reynolds, ... 76, 81 Moale v. Buchanan, . . . .252 Mockbee v. Gardner, . . . .724 Moddewell v. Keever 490 Moffit v. M' Donald, . . . 142,785 Mohler's Appeal 530 Mole, Re 850 Molony, Re 298,830 Molony v. Kennedy 641 Mollan v. Griffith 531 Molton v. Camroux 73 Money, Re . 813 Monell v. Monell, . . . 450, 451, 456 Monro v. Allaire, .... 237, 806 Taylor, 655 Monroe v. James, 320 Montefiore, Ex parte, . . . 785, 799 Montelius v. Wright 128 Montford v. Cadogan, . . . . 779 Montgomery v. Dorion 79 Eveleigh, . . .639 Hobson, . . .257 .M'Elroy, . . .525 Milliken, . . .708 Monypenny v. Dering, . . . .481 Moody's Lessee v. Vandyke, 236, 238, 708 Moody v. Fulmer, 285 Moone v. Henderson, . . . 444, 781 Moor's Appeal, , 869 MoorB v. Auditor 766 Burnett, 403 Clay 247,772 Crofton 129 Darton 92 Ferguson 640 Green, 150 Hilton, . . . . .238 Jackson, .... 375 Jones, 631 Lockett 706 Moore, . . 589,604,609,636 Prance, .... 127,838 Reed, 231 Shultz, . . . 341, 345, 348, 713 Thornton, 622 Whittle, .... 500, 501 Mordecai v. Parker, . . . .403 Morehouse v. Colvin, . . . .532 Morey v. Forsyth 816 TABLE OF AMERICAN OASES. XXXV Morey v. Herriqk, . Morgan v. Morgan, PA8E 87, 144, 147, 148, 224 537,575,576,577, 581, 583 Holford, Annis, . Morland v v Isaacs, . Morley v. Morley, . Morningstar v. jSelby, Morris Canal v Emmett Morris v. Morris, . Remington, Wallace, . Wright, . Morrison v. M'Leod, Morrow v. Breriizer,. Morse v. Crofoot, . Mortimer v. Ireland, Hartley, Moffat, Watts, Morton v. Adams, . [ Barrett, . Southgate, Moser v. Libenguth, Moses v. J\) urgatroyd, Mosbyv. StelT,' ." . . 74 Wall, 252 Mott v Clark, 243 Harrington 240 Movan v. Hays, ... 87, 93, 253 Movers v. White 78 Mt. Vernon Bk. v. Stone, . . .251 Muir v. Shenck, 671 Trustees, .... 222,255 Muldrow v. Fox, 707 Mullany v. Mullany, . . . .603 Mumfordv. Murray,' 451, 489, 550, 609, 617, 627 Mumma v. The Potomac Co., . . 262 Mumper's Appeal, 826 Munch v. Cockerell, . . 559, 564, 793 Mundy v. Vawter, . . . 495, 516, 766 . 213 . 223 . 264 374,471 . 225 . 217 . 569 . 69 . 557 . 539 229, 231 189,211 . 492 278, 418 . 722 . 569 652, 656 556, 851 342, 826, 845, 851 . 735 . 220 81, 128, 442, 488, 825 ivj-umui v. muuiui, . Murdock's Case, . * • 236, 806 Murdock y. Hughes, . , . 389 Murphy v. Grice, . . 6U7 Hubert, , , 70,87 Murray, Matter of, . . 493 Murray v. Ballou, . 247, 248 764, 770 De Rottenham, , . 853 Glasse, . 64 559, 570 Lord Elibank, . 608, 609 616, 627 Mechanics'] Bank . 519 Feinour, . '. 538 563, 564 764 Lylburn, . . , 764, 785 Murril v. Neil, , , . 490 Musselman v. Eshleman, , , . 238 Myers's Appeal, . , . 239 Myers, . , , 808,851 Perigal, . • 89, 683 'N. Naglee v. Ingersoll,. . 641 Howard, . 614,627 Napier, . , . 609, 808 Neale v. Davies, . Nedby v. Nedby, . _ Neill v. Keese, t Neilsonv. BligKt, . Churchill, Lagow, . Nelson v. Allen, . Callow, . _ Dunn, . Buncombe, Lee,' Sims, . Nelson's Adm. v. Cornwall, Nettleton y. Stephenson, Neves v. Scott,] Neville v. Demeritt, Fortescue, New v. Jones, Newcastle v. Att.-Gen, Newcomb v. Ketteltas, St. Peter's Church, Williams, N. England Bank v. Le Newhall, Ex parte, Newhall v. Wheeler, Newlin v. Freeman, Newman y. Chapman, Jackson, James, Meek, \ Montgomery, Warner, Newells v. Morgan, Newenham v. Pemberton, New Parish v. Odiorne, Newport v. Cook, . Newsom v. Bufferlow, Newton v.Bronson, Swazey, N. Y. Ins. Co. v. Rpulet, Nicoll v. Mumford, Nicholl v. Walworth, Nicholson v. Leavitt, \ Tuton, Nichols v.'Cam'pbell, Postelthwaite Nickell v. Handby, Niemcewicz v. Gahn, Nightingale v. Goulbourn, Niles v. Stevens, . Nix v. Bradley, Nokes v. Seppings, Nolen's App., Norcross y. Widgery, Noreum v..D'CEnch, Norman v.] Burnett, _ Cunningham '_ Stover,. Norris v. Clymer, . Johnston, Wriglit, . N. A. Coal Oo.y. Dyett North v. Phillibrooke Turner, . Valk, . . ' Norton v Leonard, Norton, . Nott v. Foster, Noyes v. Blakeman, Nunn v. Harvey, . Nurce v. Ld. Seymour, Nyce's Est., . Nyssen v/Gretton, , 82, PAGE 813 640 149 488 818 372 770 . 714 . 128 . 854 . 591 . 763 . 390 . 584 474, 475 408, 810 •. 581 . 858 139, 687 725, 727 192, 674 . 352 . 487 . 74 . 778 . 633 . 764 . 722 . 630 . 228 . 404 316, 736 142, 157 . 604 . 346 596, 597, 600 . 252 . 711 93, 260 . 778 . 488 354, 367, 403 . 498 488, 492 . 442 . 525 342 586, 640 , 76, 81, 199 . 707 629, 633 822, 823 . 622 . 767 719, 736 . 99 603, 786 . 837 . 590 . 588 . 784 586, 638 . 372 . 488 . 198 339, 342 354, 603 . 314 631, 633, 639, 847, 848 . 595 252 557, 558, 564, 856 .527 XXXVI TABLE OP AMERICAN CASES. O. PAOE Oakley, Matter of, .... 809 Obert v. Bordine, 403 Ochiltree v. Wright, . . . .450 Ochleston v. Heap, . . . 278,418 O'Connor v. Haslem, .... 519 Oeslager v. Fisher, . . . 556, 808 Ogden v. Astor 219 Kip 318 Oglander v. Oglander, . . . 267, 317 O'Hanlon v. Den 78 Ohio Ins. Co. v. Ledyard, . . . 766 Ross 767 Oldfield v. Cobbett 427 Oldhams v. Jones 239 Oliver v. Oliver, 253 Piatt, 247, 389, 768, 770, 775, 781, 784, 785, 786 Onslow v. Wallis 173, 399 Ontario Bank v. Mumford, . 80,796,797 Root, .... 93 O'Reilly v. Alderson, . . 272,279,284 Orford (Earl of) v. Earl of Albemarle, . 514 Organ Meeting House v. Seaford, . Orleans v. Chatham, . Ormsby v. Tarascon, Orrett v. Corser, .... Orth v. Jenning, .... Osborn v. Black, .... Tuller Phelps, .... Morgan Osgood v. Franklin, Otis v. Sill, . Ousely y. Anstrulher, . Outcalt v. Van Winkle,. Outlaw v. Morris, . Overseers v. Tayloe, Overton v. Lacy, . Owen v. Bryant, . Cowan, . Owens v. Walker, . O wings v. Myers, . O wing's Case, 698 94 . 718 . 799 . 397 . 810 . 486 . 252 . 618 226, 343, 707, 721 . 89 . 508, 539, 547 . 619 . 221 . 198 . 146 . 84 . 190, 505, 708 . 596 . 764 . 72 P. Paffv. Kinney 808 Page v. Adam, 758 Booth 257 Brown 415 Page, 142, 147, 148, 150, 151, 152 Painter v. Henderson, .... 236 Palmer v. Armstrong 507 Oakley,. . . . .424 Parham v. McCravy, . . . .257 Parker v. Gilliam, 250 Kelly 405 May 687, 697 Parkhurst v. Van Cortland, . . . 253 Parkist v. Alexander, . . . 239, 766 Parks v. Parks 345, 348 Jackson, 764 Parr v. Appleby 147 Jewell 251 Parrish v. Rhodes 157 Parry, Re 814 Parsons v. Boyd, . . . 145, 404, 442 Parsons, . . . 608, 619 Winslow, 291, 539, 566, 584, 789 Partridge v. Havens, . . . 142, 152 Pastell v. Skirving, .... 613 Pate v. McClure, . Paterson v. Scott, . 508, Devlin, Patterson v. High, . Murphy, Pattonv. Overton,. Richardson, Paull v. Choteau, . Squibb, Paup v. Mingo,- Payne v. Payne, Sale, Paxson v. Potts, . Peabody v. Tarbell, Peacock v. Black, . Pearce v. Gardner, McClenaghan Pearson v. Crosby, Daniel, . Jamison, Rockhill, Peart, Ex parte, Peatsfield v. Benn, . Peck v. Henderson, Peck, Whiting, . Peebles v. Reading, Peebles' Appeal, . Pell v. Ball, . Pembroke v. Allenstown Penfield v. Skinner, Pennell's App., Pennel v. Deffell, . Pennock's Est., . 110, Penny v. Davis, Penny, . Turner, . Penrhyn v. Hughes, People v.Kendall, . Peppard v. Kelley, Peppercorn v. Wayman. Perkins v. Cartmell, Kershaw, McGavock, Moore, . Perroneau v. Perroneau Perry v. Boileau, . Craig, De Wolf, . Head, Knott, Pearson, . Peterson v. Grover, Peter v. Beverly, . Peters v. Goodrich, Petrie v. Clark, Petriken v. Davis, . Pettus v. Clawson, Petty v. Boothe, Petty, Peyton v. Alcorn, . McDowell, Smith, . Phalen v. Clark, . Pharis v. Leachman, Phene v. Gillan, . Philbrooke v. Delano, Phillips v.Belden, . Cramond, Everard, Moore, . Phillips.. Sargent, PAGE . 291 509, 525, 528, 531 . 578 . 578 . 94 . 70 . 559 . 142 238, 804 . 184 . 603 354, 365 525, 526, 527 142, 147 . 255 . 718 . 355 . 485 . 762 . 711 129, 499 . 814 . 279 . 705 722 486, 499 150, 247, 255, 397 . 319 . 883 . 141 . 681 851, 853 554 113,116,237, 238 325, 326 782, 784 107, 123 . 586 . 214 . 817 331, 335 . 389 . 851 326, 328 . 352 . 563 . 630 256, 257 . 332 . 142 . 784 . 252 25') 501,705, 707, 71L . 766 . 250 . 129 . 550 . 630 . 244 . 590 . 826 . 550 256, 258 782, 784 . 263 93, 164, 165, 171 . 257 ;, 142, 146 . 414 . 231 . 212 . 576 TABLE OF AMERICAN CASES. XXXV11 Phillipson v. Gatty, 538, 539, 543, 547, 780, 793, 816 Phillpott v. Elliott, .... 252 Philpotts v. Philpotts, . . . .146 Phcsnix Bank v. Sullivan, . . .492 Phyfe v. Wardell, 655 Piatt v. Oliver, . 142, 239, 714, 780, 817 Vatier . 255 Pickering v. Shotwell, 76, 192, 198, 674, 676, 679 Pickett v. Everett 619,621 Johns, 643 Loggon, .... 258 Pickup v. Atkinson 576 Picquet v. SVann, 75 Pieipont v. Graham 492 Pierce v. Pierce, 144 Hakes 166 McKeehan, . . . 147, 785 Thompson, . . . .621 Piesch's Est., Re 493 Pike v. Armistead, .... 766 Bacon, 486 Collins, . . . 619, 621, 623 Pillow v Shannon, . . . 247, 772 Pirn v. Downing, .... 451,452 Pinckney v. Pinckney, .... 508 Pingree v. Comstock, .... 128 Pinkston v. Brewster, . . 389, 393, 795 Pinnock v. Clough, . . . 150, 151 Pinney v, Fellows, 87, 142, 143, 147, 151, 630 Pinson v. Ivey, . . ■ . . . 389 Pintard v. Martin, 221 Piper's App., 285 Pitcher v. Barrows, .... 766 Pitt v. Petway,. 804 Pitts v. Cottingham, .... 215 Planck v. Schermerhorn, . 267, 495, 499 Planters' Bank v. Clarke, . . .499 Pleasants v. Glascocke 81 Plenty v. West, .... 511,512 Plitt, Ex parte 848 Plume v. Bone, 766 Plyer's Trust, 293 Plymouth v. Jackson 698 Poage v. Bell, 404 Pod more v. Gunning 94 Poillon v. Martin 241 Poindexter v. Blackburn, . . 578,619 Green, . . . .501 Polk v. Gallant, 775 Pond v. Hine, 325, 332 Pool v. Cummings, .... 260 Harrison, . . . . 81,202 Pool Bathurst's Trusts, . . .274 Pooley v. Budd, 247 Poor v. Hazleton 619 Pope v. Elliott 588 Henry 766 Jackson, 590 Whitcombe 122 Portarlington v. Soulby, ... 69 Porter v. Bank of Rutland, 89, 99, 101, 265, 396, 606 Cole, Dody, Morris, . Watts, . Powell v. Glenn, . Knox, . Manufact. Co, Merrett, Murray, 766 342, 474 . 405 . 830 . 354 . 442 142, 144 184, 400 236, 255, 257, 806 PAOE . 142, 550 . 343 . 291, 594 . 263 . 588 . 496 . 226 . 568 . 318 . 591 . 226 490,491,492 . 84 . 255,519 . 216,217 . 708 . 189 81, 129, 807 107, 573, 576, 577, 580, 730, 732, 735 Presb. Cong. v. Johnston, . . 403, 700 Prescott v. Tyler, 77 Presley v. Davis 389, 600 Stribling, .... 404 Preston v. Melville 69 Whitcomb 252 Prevost v. Gratz, 95, 238, 256, 389, 497, 793, 869 Prevo v. Walters, , Price v. Anderson, . Berrington, Hewett, Lovett, McDonald, Methodist Church, Pickett, Powell v. Powell, Posey v. Cook, Potts, Ex parte, Potts v. Clegg, Richards, . Potter v. Gardner, . Everett, . Powys v. Blagrave, Poythress v. Poythress, Powers v. Berger, . Hale, . Pratt v. Adams, Flamer, Northam, . Philbrooke, Rice, . Taliaferro, Thornton, , Prendergast v. Prendergast, Pollard, . White, Prince v. Logan, . Pringle v. Allen, . Phillips, . Pritchett v. Newbold, Proudley v. Fielder, Pugh, Ex parte, v. Bell, Currie, Purdew v. Jackson, Purdy v. Doyle, Purdy, . Pusey v. Clemson, , . 142 . 570, 572 73, 228, 251 . 214 . 70 765, 767, 769 674, 694, 701 . 585 . 796 . 764, 765 . 594 . 569 . 767 . 493 . 641 . 614,615 . 805 142, 146, 247 . 620 522 140, 144, 151 261 Putnam Free School v. Fisher, 334, 515,707, 710 Pyronv. Mood, .... 341,352 Q. Quackenbush v. Leonard, . 144,721,808 Quarles v. Lacy, .... 712, 724 Quennell v. Turner, . . . .509 R. Raby v. Redchalgh, Rackham v. Siddall, Radcliffe v. Rowley, Rahn v. McElrath, . Rainsford v. Rainsford, Ralston v. Telfair, . Ramey v. Green, . Ramsey v. Marsh, 339, 340, 341, 344, 345, 348 , 540, 564 263 359, 421 255 498 , 599 786 . 177 187 833 569 570 xxxvm TABLE OF AMERICAN CASES. Randall v.PhilKps, Silverthorn, Kan kin v.'Lodor, . ■Porter, . Rapa'Ije v.' Nosworthy, Ratcliffe v. Ellison,- Ratliffv. Huntly, . Rathbun v. Platner, Rathbun, Ravisies v. Alston, . Rawlings v. Adams, Rawson v. Lampman, Raybold v. Ray bold, Rayner v. Pearsall, Read v. B'eazley, . Robinson, Reade v. Dickey, . Livingston, Reader v. Barr, Rearich v. Swineheart, Redheimer v. Pyron, Redwood v. Riddick, Reed v. Fitch, Johnson, . Lamar, Marble, . Rees v. Waters, Williams, . Reese v. Allen, Holmes, ; Wyrrran, . Reeves v. Brymer, . Baker, . Reformed Dutch Ch. v. Veeder. Reg. v. Darlington School, Dean &c, of Rochester, Rennie v: Ritchie, . Rendlesham v. Meux, Revel v. Revel, . Reynell v. Sprye, . Reynolds'v. Bank of Virginia Stark County, Rham v. North, .• Rhinelander v.' Barrow, Rice v. Burnett, Catlin,' Peet, . Rice, ; Thompson, Tonnele, . Richards v. Holmes, Richards (Doe dem.) v. Lewis Richardson v. Adams, Blight, Cole, Eyton, Jenkins, Jones, Richardson, .Thompson, Richeson v. Ryan, . Richmond v. Vanhook Richwine v. Heim, Riddle v. Mandeville, Rider v. Kidder, Mason, : Ridgely v. JohYison,' Rigler v. Clou'd, ". Ring v. McCotin, ; . Ringgold v. Ringgold, PASE . 145 . 767 485, 488 . 239 . 550 . 25,3 . 643 . 497 150, 165, 171 . 486 . 603 339 94, 143, 641, 833 . 250 643, 644 129, 130, 286, 319, 326 Wilmer, Ripple v. Ripple, . 247 88, 630 265, 266 . 253 . 496 444, 781 . 142 . 494 . 633 . 67] 604, 607, 608 . 547 . 403 . 622 216, 252 . 600 108, 1 1 1 . 338 . 697 . 689 . 634 . 718 . 619 216, 217, 246 489 73 238 257 96, 341, 347, 350 . 487 . 72 769, 776 . 619 598, 600 . 722 . 139 . 224 . 222 . 863 221 782 . 258 184 253 442 201 619 264 143 588 445 606 70 714, 791 550 525 779 236 603 451, 550, 556, 721 Rippy v. Gant, Ritson v. Stordy, . Rivers v. Thayer, . Gregg, . Roach v. Bennett, . Robards v. Wortham, Robeson v. Harwell, Robert v. West, Roberts v. Broom, . Collett, . Roberts, Ex parte, . Robertson v. Collier, Bullions Games, Maclin, McGeoch, S-ublett, Wendell, Robins v. Embry, . Hayward; Robinson v. Codman, Briggs, Geldard, Howell, King, . Lowater, Mauldin, Pett, . Robinson, 503, 50 PAGB 229, 230 83, 399 88, 623 . 264 . 641 511, 522 89, 253 . 629 . 784 . 611 276, 291 . 578 699, 704 320, 707, 710 . 150 314, 332 . 129 . 837 267, 485, 498 . 551 . 603 . 240 532, 685 . 246 496, 515, 516,517 68, 405 . 857 226, 539, 540, 543, 544, 547, 548, 575 The Governors, 190, 212, 513 Townshend, Wheelright, Woelpper, . Robinson's Trust, Re, . Robinsons v. Allen, Rochford v. Hackman, . Rochfort v. Battersby, . Rochon v. Lecatt, . Roddy v. Williams, Roden v. Murphy, . Rodman v. Mtinson, Rogers' Lessee v. Cawood, Rogers v. Acaster, . Bumpass, ' Dill, Earl, . Fales, . Jones, . , ■ Ludlow, Murray, Patterson, Rogers, Ross, • Vail, . White, . Ronald v. Barkley, Roney v. Stiltz, Roosevelt v. Ellithorp Fulton, Mark, Rorer v. O'Brien, . Roseboom v. Mosher, Rosenberger's App., Ross's Trust, Re, . Ross v. Barclay, . Duncan, . Gill, .- Hegeman, . Ross, . Vertner, . Wharton, . ■ 536 635 . 620 295, 297 . 104 . 587 . 75 . 603 . 769 405, 671 . 718 . 766 . 618 . 621 590, 592 . 475 . 641 . 763 344,347, 633 151 589 238, 493, 518, 519, 521, 570, 578, 643, 837 813, 849 . 486 404, 641 . 589 . 722 . 825 . 216 518, 519 604, 608 320, 331, 718 790 635, 636, 814, 848 . 708 . 81 . 589 . 141 789, 823 . 253 . 621 TABLE OF AMERICAN CASES. XXXIX PAGE Rossett v. Fisher, . . • . . 723 Rosslyn'a (Lady) Trust, . . 583 Routh v. Hutchinson, . . 583 Row v. Dawson, . 68, 70, 669 671 Rowe v. Rowe, . . 640 Rowell v-Freese , , 140 Rowland .v. Best, . 550 Morgan, 482, 483 814 Witherden, 547 Rowley v. Adams, . 293 Rowion v. Rowton, 93 Royer's App., 539, 554, 55 6, 589, 826 833 Rucker v. Abell, . 157 Rudisell v. Watson, 631 Rumph v. Abercrombie, 227 229 230 Runnells v. Jackson, 147 Runyan v. Coster's lessee, 76 Rush's Estate, . 540 Russell, Trust, Re, 390 Russell v. Allen, . 142 Clark's Executors 264 Clowes, . 186 Jackson, 95, 98 143 , 201 Jjasher, . 489 . Lode, . 142 Ex parte, 293 Plaice, . 250 Ruston v. Ruston, . '. 507 511 , 528 Rutherford v. Green, 260 Rutledge,, Ex parte, 585 Rutledge v. Smith, 87, 94 372 , 49S Ryall v. Rowles, . 351 Ryder, Matter of, . • 597 School Directors v. Dunkelberger, Dist. v. Bragdon Schrader v. Decker, Schuyler y. Hoyle, . Schutt v. Large, . Schwartz.Estate, . Schwarz v. Wendell, Scott's Estate, Scott v. Beecher, . Buchanan, Dobson, . Freeland, . Gallagher, Haddock, . James, McCuIlock, Spashett, . Tyler, Scroggins v. McDougald Scudder v. Van Ambur Sacia v. Berthoud, . Saeger v. Wilson, . Sailor v. Herizog, . St. John (Lord) Boughton,' St. John's Hospital, Re, Sales v. Saunders, . Salisbury, Matter of, Salisbury v. Bigelow, Salmon v. Claggett, Cutts, . . .23' Green, . Salomons v. Laing, Saloway v. Sirawbridge Saltmarsh v. Beene, Sanders v. Rodway, Sanderson v. White, Sandford y. Jodrell, Sanford v. McLean, Sands v. Champlin, Sangston v. Gaither, Saterthwaite v. Emley, Saunders v. Haughtpn, Savage v. Benham, Dicksen, Sawyer v. Baldwin, Saxon v. Barksdale, Say v. Barnes, Sayre v. Flournoy, Towrisend, Scales v. Maude, ., . 130, 131 Schenck v. Ellingwbod. Schermerhorne v. Schermerhorne,. Schieffelin v. Stewart, Schley v. Lyon, 9C . 250 . 808 . 768 . 519 . 689 . 622 590, 591 . 713 . 776 , 240. 806 . 818 . 781 . 418 . 238 . 642 . 690 . 780 . 71 . 501 . 486 . 88 . 578 . 621 . 825 . 613 249, 250 . 791 619, 620 . 144 , 134, 135 723, 814 515, 516, 535 550, 551 , 350, 404 PAQB . 403 . 214 . 71 619, 622 . 248 263, 705 . 805 826, 845 . 520 . 72 . 578 234, 235, 237, 238, 808 . 767 . 794 . 622 . 770 . 614 746, 748 236, 768 764, 772 619, 622, 630 . 319 233, 255 . 500 . 486 . 488 285, 596, 597 787 127 775 140 150 584 774 . 715 . 226 486, 499 178, 206, 211 221, 226 248, 139, ■ --¥"- .... Seaman v. Cook, 140, 142, 143, 144, 147, 809 Searing v. Searing, Sears v. Dillingham, Shafer, . Seaver v. Lewis, . Seaving v. Brinkerhoff, Seggers y. Evans, , Seibert's App., Selleck v. French, . temple, Re, . Sergeant v. Ingersoll, Sewall v. Gliddon. . Sewell v. Baxter, . Denny, . Sexton v. Wheaton, Seymour y. Bull, . Delancy, Shackleford v. P. & M. Bk. Shaeffer's Appeal, . Shaeffer v. Slade, . Shafer v. Davis 220 Sharp v. Pratt 707 Sharplessv. Welsh, .... 671 Sharpsteen v. Tillou 719 Sharp's Trustees, Re, . . . .814 Sharshawv. G.ibbs, . . . 585,586 Shattuck v. Cassidy 69 Hexman 499 Shaw v. McCameron, .... 285 Galbrailh , 373 Mitchell, .... 609, 619 Thackray, . . . .231 Shay v. Sessaman, . . . . 619 Shearin v. Ealpn, ..... 390 Sheehy v. Lord Muskerry, . . . 725 Sheidle v. Weishlee 640 Shelton v. Homer, .... 236, 349 Sheppards v. Turpin, .... 389 Shepherd v. McEvers, 75, 81, 128, 325, 326, 328 Stark, Sherman v. Burnham, Sherry v. Sansberry, Sherwood v. Smith, Shibla v. Ely, . Shipp v. Bowmar, . Swann, , Shirley v. Shirley, . Shirras v. Caig, Shiveley v. Jones, . Shoemaker v. Smith, Walker, Shook v. £hook, . 639, 633, 550 816 589 600 568 634 . 252 75, 606, 629, 641 . 775 . 765 . 144 . 603 442, 780 xl TABLE OF AMERICAN CASES. PAGE Shortz v. Unangst, . . , 409, 442 Sholw»llT. Molt, . . . 198,198,674 Mwray 220 Shoolbred v. Drayton 710 Show v. Conway, 825 Shrewsbury Charities, Re, . . . 689 Grammar School, Re, . 688 Shultz v. Moore 766 Shuman v. Reigart, . . . .619 Shumway v. Cooper, . . . .591 Sidle v. Walters, 148 Sidmouth v. Sidmouth, .... 143 Siggers v. Evans 128 Sigourney v. Munn, . . . 146, 768 Silkv. Prime 521, 522 Sill v. Ketchum, 816 McKnight, 286 Sillibourne v. Newport, . . .735 Silverlhorn v. McKinster, 238, 710, 718, 722 Simes v. Eyre, 782 Simmons v. Drury, 525 North 253 Rose 513 Simmonds v. Palles, . . . 127, 488 Simons v. S. W. Rail'd Bk 266 Simpson v. Simpson, . . . 642, 643 Graves, Sims v. Marryat, . Smith, Lively, Richardson, Sinclair v. Jackson, Wilson, . Siter's Case, . Siter v. McLanahan. Skarffv. Soulby, . Skilion v. Webster, Skinner's App., Skinner v. Skinner, Skipwith's Ex'r v. Cunningh Skrine v. Simmons, Walker, . Slack v. Slack, Slaymaker v. The Bank, Sledge's Adm'r v. Clopton Slifer v. Beates, Sloane v. Cadogan, Slocum v. Marshall, Slocum, . Smilie's Estate, Smilie v. Biffle, Smiley v. Dixon, . Smith, Re, Smith v. Atwood, . Babcock, . Bell, Brown, . Burnham, Calloway, Groves, . Hurst, Kane, Keating, 127 McCrary, . . . 190, 708 Oliver, 683 Porter 518, 519 Ramsay 142 Richards, . . 215,216,217 Sackett, .... 142, 147 Shackleford, .... 334 Smith, . . 244,245,558,790 Starr 629 Swarmstedt, .... 700 ' 66, 68 . 89 496, 530 . 247 375, 445, 446, 711, 726 798 619, 620, 622 . 623 . 139 . 700 619, 620 . 390 485, 486 . 251 81, 113 . 159 . 619 . 606 . 127 136 234 719 622 392, 394, 395, 601 . 660 291, 297 . 617 . 216 . 116 . 402 142, 147 . 389 . 818 . 127 91, Smith v. Stern, Thompson, Turrentine, Warde, . Wiseman, Wyekoff, Young, . Zaner, Smitheal v. Gray, . Smyth's Settlement, Re Smyth v. Burns' Adm., Snelgrove v. Snelgrove, Sneliing v. Utterback, Snelson v. Franklin, Snowden v. Dunlevy, Snowhill v. Snowhill, Snyder v. Snyder, . Sponable, Sohierv. Williams, Solicitor- Gen. v. Bath, Sollee v. Croft, Solms v. McCulloch, Somes v. Skinner, . South Bap. Soc. v. Clapp Souverbye v. Arden, Southard v. Cushing, Spalding v. Hedges, Sparhawk v. Allen, ' Buell, Sparling v. Parker, Spear v. Grant, Tinkham, Speed v. Nelson, . Speiglemyer v. Crawford. Spencer, Re, . Spence v. Duren, . Whittaker, Spencer v. Hawkins, Spencer, Sperry's Est., Spickernell v. Hotham, Spindler v. Atkinson, Spoffordv. Weston, Spotswood v. PendletoD Sprague v. Woods, Spurr v. Scoville, . Squire v. Harder, . Stagg v. Beekman, Stall v. Macalester, Stallings v. Foreman, Stanes v. Parker, . Stenger v. Nelson, Stanley's App., Stanley v. Brannon, Stanwood v. Stanwood, Staple's Settlement, Re Stapleton v. Longstaff, Stapleton, Starke v. Starke, . Starr v. Ellis, . Starr, State Bank v. Smith, State v. Bryan, Gerard, Guilford, . Holloway, Hearst, McGowan, Merrill, . Nicols, Paup, State of Maryland v. Bank Stead v. Clay, 24' PJSGI ■ 397 342, 359, 366, 367 . 129 131, 134 . 204 . 531 75, 314 . 79 . 140 . 293 557 7, 771, 772, 776 . 148 . 218 . 72 190, 590, 591, 619 . 630 . 248 719, 736 389, 785, 804, 856 . 766 . 234 . 809 92, 168 . 810 . 217 . 808 593, 598 . 683 . 262 550, 569 . 521 . 217 . 814 . 215 . 217 . 495 451,519,841 500, 521 390, 391 238, 808 . 767 . 591 . 339 . 69 . 171 . 588 . 724 . 238 830, 858 . 118 554, 791 152, 158 . 619 . 814 . 590 98, 131 389, 622 373 87, 9*3, 141 . 291 . 73 198, 681 450, 451 216, 255 353 192, 198, 674 802, 813 . 352 . 220 of Maryland, 73 . 641 TABLE OF AMERICAN CASES. xli PAGE Stearns v. Hubbard, .... 93 Palmer 372 Stedwell v. Anderson 252 Steele v. Kimble 255 Levisay, . . . . 112, 530 Steel v. Steel, .... 606, 631 Steere v. Steere, 91, 93, 94, 98, 150, 151, 160, 165 Stell's Appeal, .... 450 Stephens v. Hotham, Ld. Newborough Sterling v. Sterling, 507 142, Sterrett's Appeal, Stevens v. Ely, Gregg, . Stevenson v. Brown, Steward's Est., Re, Stewart's App., Stewart v. Brown, . Kirkland, McMinn, Pelius, . Stewart, Stiers v. Sliers, Stilwell v. McNeeley, Stine v. Wilkison, . Stocks v. Dobson, . Stockton v. Ford, . Stoddart v. Allen, . Stoker v. Yelby, . Stokes v. Holden, . McKibbin, Stone v. Griffin, Godfrey, . Hale, Hinton, Massey, . Rowton, . Theed, . Stoolfoss v. Jenkins, Stover v. Wheatley, Stout v. Higbee, . Levan, Stovel v. North Bank, Miss, Strathmore v. Bowes, Stretton v. Ashmall, . . 539 Striker v. Molt, Strimpfler v. Roberts, . 140, 141 Strong's Ex. v. Brewer, Strong v. Carrier, . Gregory, Smith, . Willis, . . . 326, Stroughill v. Anstey, 495, 496, 514, 529, 530 719, 758 Stuart v. Carson 520 Kissam, . 236, 630, 639, 805, 808 Stultz, Re, .- 588 Stump v. Gaby, 213, 236, 240, 241, 256, 790 452 414 845 643 450, 451, 843 . 172 520, 525 . 60R 570 622 144 . 68 . 851 . 442 . 641 . 722 . 814 . 722 . 671 . 241 491, 492 . 404 . 83 . 603 . 260 221, 389 . 253 . 721 . 204 276, 277 . 654 214,, 794 . 122 . 489 . 620 . 253 244, 245 , 540, 566 . 342 , 142, 389 . 578 . 486 630 620 328, 809 Sturgis v. Champneys, Stuyvesant, Matter of, . Stuyvesant v. Hall, Hone, . Styer v Freas, Suarez v. Pumpelly, Suir Island Charity, Re, Sumner v. Rhodes, Williams, Sutherland v. Cooke, Sutton v. Cradoek, . Sutton, . Suydam v. Martin, . Swallow v. Binns, . . 604, 612 . 297 . 262 . 764 . 718 98, 287, 291 . 688, 693 . 766 . 413 . 577 . 569 . 724 . 247 . 534, 535 Swan v. Liean, Swasey v. Little, . Swearingen v. Slicer, Sweet v. Jacoclts, . Sweezy v. Thayer, Sweigart v. Berk's Adm Swift v. Mutual Ins. Co, Stebbins, . Swink's Adm, v. Snodgrass, Swinton v. Egleston, Swindall v. Swindall Switzer v. Skiles, . Swoyer's App., T. 585 498, PAUE 569, 819 . 530 . 485 . 239 591 718 . 409 . 814 . 250 . 202 . 551 93 55*8, 721 Tabb v. Baird, , 341 Taggard v. Calcott, 641 Tainter v. Clark, . 705, 708 Talbot v. Cook, . 671 Taliaferro v. Taliaferro, 142, 150 Talley v. Starke, . 590 Tallman v. Wood, . 480 Tardy v. Morgan, . 768 Tarleton v. Vietes, , 93 Tarpley v. Poage, . . 142 Tarr v. Williams, . g 633 Tarver v. Tarver, . 222 Tate v. Connor, 390 Leithead, . , 92 Tatlock v. Jenkins, 513 Tavener v. Robinson, . 863 Tayloe v. Bond, 578, 813 Taylor, Re, . . 846 Taylor v. Adams, . 722 Anderson, 613 Benham, 83, 41 7, 450 705 Galloway, 3; 4,514 714 Haygarth, 173, IS 4, 206 399 James, . 129, 152 King, . . 403 Lucas, . , 202 Moore, . , 408 Morris, . 708, 709 Roberts, 450 Taylor, 152, 1 59, 190 2 2, 213 234 Tibbatts, , 332 Taymon v. Mitchell, 216 Teakle v. Bailey, . . , 239 Teas', App., . 531 Tebbetts, Matter of, f , 795 Telford v. Barney, . 711 Temple v. Hawley, Tench v. Cheese, . 7J , 72 513 Ten Eyck v. Simpson, , 260 Tenant v. Stoney, . is 9,492 631 Tenison v. Sweeney, , 764 Tennent v. Tennent, 481 Terry v. Brunson, . 619 622 Hopkins, . 245 Tevis v. Doe, . 140 Richardson, 613 Thatcher v. Omans, t g 340 Thomas v. Ellmaker, 198 681 Grand Gulf] 3ank", , g 766 Higham, , 297 Jenks, . 129 4i !5, 486 ,498 Kelsoe, t 619 McCann, 216 Selby, . , , 818 Scruggs, . 451 xlii TABLE OP AMERICAN CASES. PAGE Thomas v. Sheppard, . . 25 ,9, 604 607 Townsend, . 724 . Walker,. . 141, 142 Thompson v. Blair, 257 Dulles, . 289, 424 Ellsworth, , 621 Ford, 404 Jackson, . 251 McDonald, 411 McKisick, 112, 116 Meek, 331 Newlin, . 71 Swoope, . 681, 683 Thompson, 87, 15 2, 154 291 789 Wheatley, 236 Thompson's App 143, 247 Thomson v. Gaillard, . 705 Thorn v. Coles, 190 Thornburgh v. - Macauley , 314 Thornton v. Ellis, . 581 Henry, 93 Stokell, 785 Winston, . 331 Thorp v. McCullum, . 237, 804 Thorp, Re 550 Thurston v. Dickinson, . 584 Tidd v. Lister 513, 612 Tiernan v> Roland, 260, 440 Tierney v. Wood, . 135 Tilghman's Est., . 190 Tilton v. Hunter, . 262 Tilton, . 252 Timbers v. Katz, . 621 Titley v. Wolstenholme, 417 Todd v. Buckman, . 498 Moore, 238 Sterret, 815 Wilson, . 858 Toft v. Stephenson, 519 754 Tolar v. Tolar, 168 Tollett v. Armstrong, . 629 Tolson v. Tolson, . 118 Toman v. Dunlap, . , 462 Tombs v. Roch, 531 Tonlkins v. Anthon, 772 Mitchell, . 145 Tomlinson v. Tomlinson, 683 Tomson v. Judge, . 240 Tongue v. Morton, . 764 Torbert v. Twining, 631 Torrey v. Buck, 215, £18 Tourney v. Sinclair, 643 Towers v. Hagner, 641 Townley v. Sherborne, . . 4! 0, 461 452 Townshend v. Brooke, . 826 845 Tracey v. Sackett, . 229 Tracy v. Strong, . 585 Trafford v. Trafford, . 484 Transylvania Univers. v. Clay, '. 540 563 Trask v. Donoghue, . . 31 8, 320 , 334 Treat v. Stanton, . , 404 Tremper v. Barton, .' 152 159 Trent v. Trent, . 5< )1, 502 , 528 Trenton Banking Co. v. Woodrui r, . 606 Trevelyan v. Charter, . 236 Trevor v. Trevor, . 481 Trezevant v. Howard, . 83 Trimble v. Boothby, '. 764 765 Trimmer v. Danby,- 586 Trippev. Frazier, . 203 532 Tritt v. Crotzer, ... 70 , 87, 92. 95 -Tiollope v. Routledge, . , . 849 PASS Trotter v.Blocker, . 81 ,812 813 Williamson, . , 487 Troup v. Hurlbut, . . 767 Troy v. Troy, . 590 Truesdale v. Callaway, . 247 Truluck v. Peoples, 248 Trustees of Philip's Academy v . King, 76 v. Sturgeon, . 699 of Waterford v. Cowen, . 408 v. Wright, . 93 Try v. Capper, . . . 635 Trye v. Corporation- of Gloucester, 683, 685 Tryon, Re, 830 Tucker v. Andrews, 245 Gordon, 619 Johnston, 356, 358 Seaman's Aid Society,. . 76 Tuer v. Turner, , 605 Tugman v. Hopkins, 641 Tunno, Ex parte, . 289 ,291 ,297 Tupper v. Fuller, . 586 Turnbull v. Gadsden, . 216 217 Turner v. Crebill, . 765 Clay, . 221 Davis, . 622 Sargent, , 478 Maule, . , 271 Navigation Co., . 216 Petigrew-, 142, 785 Turney v. Williams, 550 Tunstall, Ex parte, 294 Turquand v. Knight, 833, 841 Tuttle v. Fowler, . 619, 620 Jackson, . 767 Twaddell's App., . 537 540 856 Twopenny v. Peyton, . 587 Tyler's Trust, 294 Tyler v. Black, . . 215 216 217 220 Tyree v. Williams, 723 Tyrell v. Morris, .. 250 Tyson's /ipp., 608 630 Tyson v. Mickel, . 718 723 Passmore, 260 u. Udall v. Kenney, . . . 612, 619, 627 Urket v. Coryell, . . . ... 81 U. S. v. Inhabitants of Waterborough, Munroe, . Vaughan, . U. S.Bk.v. Daniel, Lee, . Union Bank v. Baker, . Unitarian Soc. v. Woodbury Univ. of Lond. v. Garrow, Upfull's Trust, Re, Upham v. Brooks, . Urmey's Exrs. v. Wooden, 192, 198, 674, 676 Utica Ins. Co. v. Lynch, . . .551 143, 247 . 252 . 671 . 220 . 766 . 143 87, 94, 149 . 679 . 814 408 V. Vail v. Vail Van Buskirk v. Ins. Co., Vance v. McLaughlin, . Vandeleur v. Vandeleur, Vanderheyden .v. Ciandall, 70, 342, 344 . 671 . 620 . 520 346,461,462 TABLE 01 AMERICAN CASES. xliii PASS Vanderheyden v. Mallory, . . . 638 Vanderheyden, . . 551 Vanderplank v. King, . . . .481 Vandervolgen v. Yates, . . 288, 338, 680 Vanderver's App 445 Van Duzer v. Van Duzer, • . 604, 607 Van Epps v. Van Deusen, . . . 619 Van Epps, . . . .238 Van Hook' v. Whitlock, . . . .255 Vanhorne v. Fonda, 238, 319, 321, 660, 809 Van Kleek v. Dutch Church, . 202, 203 Van Meter v. McFadden, . . .766 Vansant v. Boileau, .... 810 Roberts, . . . 683, 686 Van Schoonhoven, Matter of, 287, 314, 332 Van Vechten v. Terry, .... 814 Van Veghten, . 595, 596 Van Winkle v. Van Houten, . 525, 526, 527 Van Wyck, Matter of, . . 287, 295, 707 Varick v. Edwards, . . 227, 257, 389 Vattier v. Hinde 775 Vaughan v. Barclay 69 Buck, .... 612, 615 Vanderstegan, . . 213, 638 Vaux v. Nesbit 79 Parke, .... 342, 588 Veazie v. Williams, .... 255 Venables v. E. I. Company, . 314, 319, 332 Verner's Est., 826 Vernon v. Morton 486, 498 Vawdry, . . . .779 Vick v. McDaniel 202 Vidal v. Girard, 76, 82, 191, 198, 260, 674, 688 Villard v. Chovin, . . . .594 Villines v. Norfleet, . . . 792, 793 Vincent v. Watts 818 Vizonneau v. Pegram, . . . 633, 634 Vorhces v. Stoothof, . . . .808 Vose v. Grant, 262 Voyle v. Hughes, ... 68, 136, 671 W. Waddington v. Banks, . Wade v. American Col. Soc, Dick, Green, . Harper, . Wadsworth, Matter of, . Wagner v. Baird, . Wales v. Cooper, .. Wakefield v. Campbell, Wakeman v. Grover, . Waldron v. McComb, . Walgrave v. Tebbs, 91, 95, 97, 98, Walker's Case, .... Estate 499, Walker, Ex parte, .... Walker v. Brungard, 142, 150, 236, Butz, . Bynum, •. Campbell, Crowder, Drury, . Fawcett, Gilhert, . Griffin, , Locke, . Milne, . Ogden, . Walker, . 260 192, 674 . 833 . 140 236. 239 287, 291 . 255 775, 776 . 724 489, 498 . 721 224, 246 . 520 507, 511 . 293 271, 495, 673 . 764 . 550 . 519 . 598 . 618 . 404 766, 772 . 118 . 93 89, 683 . 69 . 257 Wall v. Arrington, Walsh v. Stille, . Wallace v. Costen, Duffield, McCullough Taliaferro, Waller v. Armisted, Logan, . Wallington's Estate, Wallis v. Freestone, Loubat, . Thornton, Walwyn v. Lee, . Warburton v. Farn, Ward, Re, . Ward v. Amory, . Arredondo, Morrison, . Smith, Van Bokkalin Ward, Webber, . Ward's Lessee v. Barrows, Wardlaw v. Gray, . Ware v. Ld. Egmont, McCandlish, Mallard, . Richardson, Warfield, Ex parte, Waring, Re, .• Waring v. Darnall, Purcell, Waring, Warley v. Warley, Warner v. Daniels, Warren v. Copelin, Hayley, Warwick v. Hawkins, Watchman (The), . Waterman v. Cochran Waters v. Groom, . Lemon, . Watkins v. Storkett, Watkins, Watson v. Bagaley, Bothwell, Knight, . Le Row, Pearson, 354, 355, Wilson, Watt's Settlement, In re, Watts v. Girdlestone, Waugh v. Wyche, . Waymau v. Jones, . 451 Weaver v. Wible, . Webb's App., Webb v. Daggett, . Deitrich, . Grace, Ledsam, . Webb, . Wools. . Webster v. Boddington, Cooper,- 339,346, 245, PAGE 252, 253 265, 266 . 639 142, 143 . 143 621 791 710 238, 808 . 713 . 240 450, 451 775, 776 . 718 . 426 354, 608 . 69 . 671 238,239, 808 257 778 225 719 621 77° 570, 602 103, 108, 111 345, 355 613, 619 . 814 669, 721 . 585 507, 644 . 522 217, 256 . 671 607 Maddox, Webster, Weeks v. Weeks, t Wier v. Tannehill, Welch, Re, . Welch v. Mandeville, Allen, . Wells v. Chapman, . 630 . 631 . 485 . 841 236, 806 . 221 250, 252 608, 643 128, 485 . 222 . 492 140, 157 358, 359, 707, 710 . 765 . 271, 293 . 547 . 864 ,812,813,824 . 809 . 622 . 492 75, 287, 291 . 739 . 445, 449 . 828, 842 100, 108, 110 . 745 354, 356, 359, 366 . 767 643, 644 619, 622 128, 489 . 595 . 405 367, 372 . 405 xliv TABLE OF AMERICAN CASES. PAGE . 92 . 766 . 339 . 214 252, 253, 257 . 5G9 248, 768 . 226 . 698 . 66 488, 778 . 68 . 87 . 221 . 833 . 190 . 320 . 442 . 253 . 620 . 620 192, 198, 199, 674 229, 230, 233, 814, 816 199, 683, 686 . 115 i, 123, Wells v. Tucker, . Wendell v. Wadsworth, West v. Biscoe, Moore, Westbrook v. Harbeson, Westcott v. Cady, . Westervelt v. Haff, Matheson, West Ham. Chanties, Re Westoby v. Day, Weston v. Barker, Wetherhed v. Wetherhe Welherill v. Hamilton, Whaley v. Eliott, . Wham v. Love, Wharton v. Shaw, . Wheatly v. Badger, . Boyd, . Wheaton v. Wheaton, Wheeler v. Bowen, Moore, Smith, . Whelanv. Whelan, Whicker v. Hume, . Whipple v. Adams, Dow 599 McClure 230 Whiston v. Dean, &c, of Rochester, . 690 Whitaker v. Whitaker 62fi Whitall v. Clark 640 White v. Albertson 404 Briggs, . . . 110,120,481 Carpenter, . . 144, 150, 770 Cox 218 Donnell, 100 Fisk, . . . 192,198,674 Flora, 226 Jackson 837 Kavanagh, .... 140 Olden 501 Parker, 346 Trotter 221 White, 389 Whitehall v. Reynolds 82 Whitehead v. Brown, .... 253 Whitehorn v. Hines, . . . 229, 235 Whitehurst v. Harker, . . . 105,619 Whitesides v. Dorris 607 Greenlee, . . . 231 Whined v. Webb, 855 Whitman v. Norton 525 Weston, .... 222 Whitney v. Stearns 213 Whittle v. Henning, .... 618 Wickes v. Clarke, 604 Wickliffe v. City of Lexington, . . 389 Widgeryv. Haskell, .... 129 Wiggins, Ex parte, .... 804 v. Swett, . . . .585 Wiggleworth v. Steers 231 Wightman v. Doe 723 Wilcox v. Callaway, .... 247 Wilderman v. Mayor, &c, of Baltimore, 674 Wilde v. Gibson, 219 Wilder v. Keeler, ..... 522 Wiles v. Cooper, 828 Gresham, 54] Wiles 607, 609 Wiley v. Smith, 474 Wilhelm v. Folmer, . . . 142, 396 Wilkes's Charity, Re 697 Wilkes v. Ferris 485 Wilkins v. Anderson, .... 247 PA0E . 390 . 612, 620 . 221 . 626 . 171 586, 590, 594 . 238 . 596 . 767 . 75 . 630 288, 289, 320 . 396 . 590 . 142, 247 . 776 . 825 . 631 69, 70, 285 392,394,395,495,516, 601 Powell, 234,235,548,549,550, 791 Presbyterian Church, 339,372, 389 . 140 . 340, 341, 345 108, 110, 192, 199, 674, 682 Wilkinson's Est., . Wilkinson v. Charlesworth, Fawkes, . Perrin, Wilkinson, Williams's Case, . Ex'rs v. Marshall Williams, Ex parte, Williams v. Brown, Chambers, Claiborne, Cushing, . Fullerton,. Harrington, Hollingsworth, Lambe, . Mattocks, Maull, Maus, Otey, Van Tuyl, Waters, . Williams, Woodward, Williamson v.. Beckham, Branch Bk., Field, Morton, Williamson, Williman v. Holmes, Willink v. Morris Canal, Willis v. Childe, . Snelling, . Wills' App., . Wills v. Cowper, . Dunn, Wilmot v. Pike, Wilson's Est., Wilson, Matter of, . In Re, Wilson v. Bennett, Daniel, Davisson, . Edmonds, . Hafman, . Howser, . McCullough, Moore, Troup, . 514 . 634 . 250 . 255 . 250 550, 573, 575 345, 354, 355 . 814 689, 697 . 777 558, 561 . 708 . 255 . 671 260, 320 . 590 . 851 . 418 . 244 . 496 . 568 . 585 . 139 . 72 . 249 790, 809 Wilson, 184, 409, 583, 584, 639, 642, 644 Wilt v. Franklin 319, 486 Winborn v. Gorrell, Winch v. Brutton, . Winder v. DifferderrTer,. Winn v. Dillon, Winslow v. Ancrum, . Winston v. Jones, . Westffeldt, . Winter v. Geroe, . Rudge, . Wintermate's Ex. v. Snyder Wise v. Wise, . . Wisner v. Barnett, Withers v. Yeadon, Withington v. Withington, .' .'271,284 Witman v. Lex, . 192, 198, 674, 678, 680 765, 775 . Ill . 785 . 239 . 493 . 706 . 764 238 270 220 319 255 102, 103, 107, 741 s Adm., TABLE OF AMERICAN CASES. xlv PAGE PAGE Woelpper's App., . . 622 Wright v. Trustees, 191, 531, 674, ( 685 Wood's Seitlement, Re, . 814 Wilson, . , 226 Wood v. Burnham, . 404, 474 Wood, . , 781 Cone, . 190 Wright, , 551 Dille, . 93 Wrigley v. Swainson, 244, 245 Dummer, . 262 Sykes, . 516 Garnett, . . 550 Wyche, Re, . . 858 Hardisty, . 778 Wyche v. Green, . , 220 Midgley, . . 93 Wykoffv. WvkofF, Wyley v. Collins, . , 647 Savage, . . 88 , 633 Sparks, . 314 320 332, 707, 708 Wyllie v. Ellice, . 263, 783 Wood, . 342, 344, 563, 564 Wynch v. Grant, . 779 Woods v. Farmere, . 262, 770 Wynn v. Lee, . 404 Sullivan, . 578 Wyse v. Smith, 507 Woodman v. Good, . 56/ . 630 Woodown v. Kirkpatrick, Woodruff v. Cook, . 238 Y. Wooldridge v. Watkins, . 707, 708 Planter's Bk., 289, 394, 395 Yarborough v. West, . , , 130 Wolf v. Batf>,. . 405 Yardly v. Raub, . , 641 Eichelberger, . . 589 Yeates v. Pryor, . 217 Wolfe v. Washburn, 669 Yeaton v. Roberts, 201 Woolmer's Est., . . . 202, 203 Yerby v. Lynch, . 622 Wootten v. Burch, . . 578 Yerger v. Jones, . 250, 786 Woolam v. Hearne, 93, 143, 217, 251, 252, Yohe v. Barnett, . 608 620 253, 260 Worchester Charities, Re • . 689 Yundt's App., . . 551 Work v. Harper, . . 766 Young v. Bumpass, , 218 Worley v. Frampton, . . . 414 Frost, . , 226 Wormack v. Rogers, . 226 641 Wormley v. Wormiey, 247, 496, 530, 541, Keogh, . 590 565 712, 728, 769 Lord Waterpark, . 3£ 0, 393 394 Worrell's App., 537, 538 540 550, 557, 833 Mackall, . 389 Worth v. McAden, t 319,450, 451 Miles, . 567, 568 Worthington v. Evans, . . 447 Young, . 298 Worthy v. Johnson, 394 395, 724, 803 Youst v. Martin, . 247 748 . 525 Wright v. Dame, . , . 247 Arnold, . , 214, 609, 617 z. Douglass, , . 94, 403 Henderson, . . 498 Zachariasv. Zacharias, . 389 King, . , . 147, 151 Zane'sWill, .... 192 674 Linn, 198 , 678, 681, 701 Zebach v. Smith, . 705 707 Lukes, . . 823 Zeiter v. Bowman, . 764 Miller . . 566 Zellar's Lessee v. Eckert, . f 389 Snowe, . , . 794 Zimmerman v. Anders, . 116 Snowden, . . 214 Harman, . 236 TABLE OF ENGLISH CASES. [n.b. the references are to the star-paging in brackets.] A. PASS Andrews v. Partington, . . 401,402 574 PAGE Angier v. Angier, .... 426, 427 Abbott v. Abbott, . . 123 Stannard, 188, 278, 280, 555 563 Gibbs, . . . 505 Angle, Ex parte 520, 547 Abel v. Heathcote, . , . 475 Anglesey v. Annesley, .... 149 Abraham v. Newcombe, . . 415 Angus v. Angus, 44 Ackerley v. Vernon, . . 51, 400 Annesley v. Simeon, . . 274, 317 448 Ackland v. Lutley, , . 245, 246 Anon. Cases, 277-, 289, 339, 342, 367, 372, Ackroyd v. Smithson, . . 135, 143 463, 480, 504, 511, 515, 540, 559 565 Acton v. Woodgate, 83 336, 337, 343 Anon v. Bishop of Llandaff, . . 451, 461 Adair v. Shaw, 164, 282, 509 Fitzgerald, . . . 277, 540 Adams v. Broke, . 282, 369, 478 Jolland, 540 Claxton, . 375 Osborne, 185 Clifton, . 381 527 540, 559, 573 Robarts, . . . 185, 192 195 Anstruther v. Adair 412 Lavender, , . 416 Antrobus v. Smith, . 83, 84, 85, 89 448 Meyrick, . 353, 354 Aplyn v. Brewer 311 Paynter, 175 177, 180, 188 Archer's Case 318 Taunton, , 218, 226, 307 Archer v. Mosse, 150 Adamson v. Armitage, . . 420 Arglasse -(Earl of) v. Muschamp, . 44 Addis v. Campbell, . 152, 153 Arkell v. Fletcher, .... 286 Addison v. Mascall, . 154 Armiler v. Swanton, .... 540 Adlington v. Cann, 59, 62, 64, 164 Arnold v. Chapman, . 139,141,456 457 Adnam v. Cole, , . 452 Arnott v. Biscoe, 515 Ainslie v. Meddlicott, . . 146 Arthington v. Coverley, 274 Aislabie v. Rice, . , . 5Q1 Ashburnham v. Thompson, 374, 523, 524, Alam v. Jourdan, . . 516 559 Albemarle (Earl of) v. Rogers, . 274, 439 Ashburton v. Ashburton, . . 396, 397 Alcock v. Sloper, . 386, 390, 391 Ashley v. Bailley, .... 165, 514 Sparhawk, . 361, 362 Ashton v. 366, 367 Alder v. Gregory, . . 164, 265 M'Dougall, .... 419 Aldridge v. Wallscourt (Lord) 350, 351, 352 Aspinall v. Kempson, . . . 256, 260 Westbrook, . 553, 554 Astley v. Mills 325, 326 Alexander v. Alexander, 70 486, 489, 493 Aston v. Aston, . . . 425, 426 514 Wellington (Duke of), . 46 Curzon 515 Allan v. Backhouse, 342, 367, 435 Atherton v. Worth, .... 338 M'Pherson, . 150 Att.-Gen. v. Arnold, . . . 128, 461 Allen v. Anthony, . . 512 Arran, . 195, 207, 296 470 Coster, . 403 Aspinall 47 Sayer, 268, 403, 504 Backhouse, 463, 464, 482 516 Thorp, . . 553 Barkham 354 Alney v. Kendal, . . 513 Baxter, .... 451 Amand v. Bradbourn, 564, 567, 572 Bedford Corporation, 460, 466 Ambrose v. Ambrose, 57, 94 Berryman 489 Amesbury v. Brown, . 362 Black, .... 460 Amphlett v. Parke, . 143 Boultbee, . . . 451, 462 Anderson v. Anderson, . 419 Bowles, . . 453, 455 457 Dawson, . 421, 422 Bowyer, . 119,212,451 462 Ex parte, 1 93, 202 207, 288, 304 Brandreth, . . 466, 467 Anderton v. Cook, . . 353, 354 Brentwood School, . 461 Andrew v. Clark, . . 124 Brettingham, . . 463, 470 Wrigley,- , . 165, 265 Brewers' Company, 264, 469, Andrews v. Brown, . 356 557 xlviii TABLE OF ENGLISH CASES. PA8E 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, 552 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, 465 Cumming, 308, 442, 444. 445, 454, 458, 553 Davies, . . 451, 455, 457 Davy, 443 Dixie, . 451, 460, 464, 465, 466 Downing, . . .48, 211 Doyley 211 Drapers' Company, 129,451, 461,462, 562, 563 Drummond, 191, 467, 524, 563 Dublin (Corporation of), . 453 Dudley (Lord), 169, 1'70, 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, Foyster, Freeman, Gascoigne, Gibson, Goddard, Goulding, Gower, Graves, Green, 48, 460, 466 . 468 453 130, 462, 467 . 451 . 456 . 451 . 464, 515 . 456 130, 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. Gen. v. Harley, PA0B . 456 Harrow School, . 466 Hartley, . 467 Hart well, . . 455 Heelis, 133, 453, 454 Herrick, . 450 Hewer, . 459 Higham, . 381 Hinkman, . . 451, 452 Hotham, . . 464 ( Hungerford, 170, 463, 464 Hurst, . 468 ,Hyde, . 456 Ironmongers' Company, 48, 451, 461, 462 Jackson, . 467 Johnson, . 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, Mathews, . Maywood, . Merchant Vent. Society, 129, 451 467 450, 451 464 Meyrick, Middleton, Mill, . Milner, Minshull, Morgan, Munby, Nash, Nethercoat Newark (Mayor of) . 456 . 460, 466 . 457 . 137 129,451,461 281, 508, 547 456, 457, 459 . 456 . 463 . 463 Newcombe, Newbury (Mayor of), Norwich (Mayor of), 274,439, 454, 441, 442, 444 469 525, 547, 570 451, 461 463, 469 . 451 Oglander, . Owen, Oxford (Bishop of) 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 Richards, . . . . 47 TABLE OF ENGLISH CASES. xlix PA8E 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), 453 130, 462 Skinner's Company, Company, ' Smythies, • Solly,.- • Sothen, ■ • South-Sea Sparks, Stamford, Stephens, Stewart, Syderfen, Todd, . Tomkins, Tonner, Tyndall, Vigor, Vivian, Wansey, Ward, Warren, Weymouth (Lord), Whitchurch, Winchelsea, Wilkinson, Williams, Wilson, Aubrey v. Middleton, Auriol v. Smith, Austen v. Halsey, . Austin v. England (Bank of) Taylor, . Avery v. Osborn, . Ayliffe v. Murray, . Aylward v. Kearney, Aynsworth v. Pratchett, 469 . 460 374, 523 . 156 473, 474 129, 461, 459 464, 465, 466 . 191, 195 . 59, 457 128, 130, 451 130,451, 455 . 456 129, 131,451 456, 468 . 286 . 466 451, 462 361, 453 463, 464 135, 456 451,456,462 176,212,461, 470 . 453, 467 . 453, 457 .- 47, 521 347, 360, 361 . 526 . 361 . 174 . 332 . 562 158, 537, 558, 576 157, 169, 265 . 403 B. Back v. Andrews, . Backhouse v. Middleton, Bacon v. Bacon, Badham v. Mee, Bagenal v. Bagenal, Bagg v. Foster, Baggett v. Meux, . Bagot v. Bagot, . 191, Bagshawe v. Spencer, 231, Bailey v. Ekins, Gould, . Bainbridge v. Blair, 191, Baines v. Dixon, . Baker v. Diddle, . Hall, Martin, . Paine, Sutton, . Balchen v. Scott, . Balddck, Ex parte, . Baldwin v. Banister, Billingsley, . Balfour v. Welland, 338, Ball v. Coutts, Harris, :, 99, 100, 105 . 367 311, 540 . 403 . 368 545 406, 420, 423 212, 426, 427, 561 242,328, 331,333 348, 349, 358 . 379 194, 195, 212, 213 . 575 . 44 415, 456 . 575 . 167 79,80, 133,452 215, 218 . 480 . 173 . 281 342, 343, 476, 504 . 411 342, 345, 355, 504 Ball v. Montgomery, 163, 411, 413, 428, 557 Balls y. Strutt, . 336 Balsh v. Higham, . 571, 578 Bamfield y. Wyndham, . 352, 354 Banerman v. Radenius, . 261, 503 Bank of England v. Lunn, . . 174 MorTatt, . . 445 Parsons, 174, 445 Bankes v. Le Despencer, 334, 335 Barber v. Barber, . . . . 535 Barclay v. Collett, . . 428 Bardswell v. Bardswell, . 67, 73, 75 Barford v. Street, . . . 422 Barker v. Duke of Devonshire, 347, 3-18. 355, 363, 504 Hill, . 171 Richardson, . 1 317, 503 Barkley v. Lord Reay, . . 212 Barlow v. Grant, . 399, 40-3, 5';"? Heneage, . .83,88,108,111 Barnadiston v. Lingood, . . 153 Barnard v. Large, . 319,3?'; 323 Barnes v. Patch, . 76, 77 Barnesley v. Powell, 145, 150 Barnett v. McDowall, . . 424 Barnewellv. Cawdor, . . 358 Barrett v. Glubb, . . 247 Barrough v. Greenhough, . 167 Barrymore v. Ellis, 422, 423 Barstow v. Kilvington, . . 167 Bartle v. Wilkin, . . 552 Bartlet v. Hodgson, 518, 519 Downs, 255, 256 260, i'H, 32? Bartlett v. Pickersgill, . 60 61,95,96 Bartram v. Whichcote, . . 479 BarwelL v. Parker,. . 336 339, 341, 355 Baskerville v. Baskerville, . , . 332 Bossett v. Clapham, • 321 Bastard v. Proby, . . 331 Batchellor v Searl, . 126 Bate v. Scales, . . 310, 376 ,3' 9, 522, 523 Bateman v. Bateman, . 236, 355, 561 Davis, 369, 382 526, 527, 559 Bates v. Dandy, 406, 436 Graves, . . . 350 Heard, , . 351 Bath (Earl of) v. Abney, 270, 430 Bradford, 341 349, 356, 353 Montague's C ase , . 145 Batson v. Lindegreen, . 345, 358 Battersbee v. Farington, , . 57 Baugh v. Price, . 539 Bawtree v. Watson, . 353 Bayley v. Boulcott, 57,60 Mansell, . 176, 212 Powell, . . 562 Baylis v. Att.-Gen., . 450 Newton, . 105, 309, 113 Baynes v. Baynes, . , 208, 294 Beachcroft v. Beachcroft, . 345 Beadmore v. Cuttenden, , . 449 Beal v. Beal, .... . 368 Ridge, 293,291,229 Beales v. Spencer, . , . 421 Beaman v. Dodd, . . 430 Beatson v, Beatson, 84 87, 88, 89 Beauclerk v. Ashburnham, . 377, 484 Beaumont v. Boultbee, . , . 264 Bramley, . . 350 Ex parte, . . 533 Meredith, . , . 550 Beckett v. Cordley, . 532 Marsden, . 59 TABLE OF ENGLISH CASES. 195, 191, Beckfordv. Beckford, Wade, Bedford Charity, In re, Bedwell v. Frome, . Beech, In re, . Begbie v. Crook, . Beilby, Ex parte, . Belchier, Ex pane, v. Parsons, Bellasis v. Complon, Bellew v. Russell, . Benbow v. Townshend, Bench v. Biles, Benger v. Drew, . Been v. Dixon, Bennett v. Atkins, Colley, Davis, . Ex parte, Going, . Hayter, Honeywood, Vade, . Benson v. Benson, . Whittam, Bentham v. Wiltshire, . Benton v. Thornhill, Benyon v. Collins, . Beresford v. Archbishop of Armagh Hobson, Berkhampstead School, In re Berkley v. Ryder, . Berry v. Askham, . Usher, Best v. Stamford, . Bethumev. Kennedy, . Bettison v. Bromley, Bevan v. Nunn, Beveridge, Ex parte, Bick v. Motley, Bickham v. Crutwell, . Freeman, . Bicknell v. Page, . Biddle v. Perkins, . Biddulph v. St. John, . Bilield v. Taylor, . Bill v. Cureton, Kynaston, . Billingsley v. Critchett, . Binford v. Bawden, Bingham v. Bingham, . Clanmorris, . Binks v. Lord Rokeby, . PAGE . 98 96, 264, 265 198, 209, 467, 568 . 98 202, 208, 298 224, 225, 226 . 533, 540 312, 474, 541 305, 375, 578 57, 59, 62, 96 . 160, 161 57, 59, 96, 98 . 360 92,94,98,101 386, 391, 393 559 563 266,382,433,434,435, 528 . 48, 269, 406, 529 . 159, 536, 539 . 557, 558, 562 . 451 196, 210, 492, 493 . 145 . 420 . 72 473, 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 . 149 224 343, 363, 476, 504, 505 Binnsv. Hey, , 569 Birch v. Blagrave, . 105, 108, 109, 110, 111 Glover 357 Wade, . 68, 70, 71, 78, 79, 492 Birlsy. Betty, 314 Birmingham v. Kerwan, . . . 364 Biscoe v. Earl of Banbury, . . .513 Perkins, . . 233, 318, 320, 322 Bishop v. Talbot 144 Blackborn v. Edgly, .... 157 Blackburn v. Stables, 65,328,329 331,334 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, . Blunder v. Barker, . Boardman v. Mosman, Blackburne, Ex parte, Blackford v. Christian, Blacklow v. Laws, Blake v. Blake, , 191, 198 . 154 421, 478 61, 439 PAGE 273, 384 . 163 73, 74, 135 138, 139 473, 479 . 513 169, 265, 527 . 364 121, 124 . 409 60, 552 408, 415 351, 354 . 428 429, 448 . 157 309 Boazman v. Johnston, 336, 338, 339, 340, 343 Boddam v. Ryley, 375 Boddy v. Dawes, 400 Bodmin v. Vandebendy, . . 325, 515 Bollon v. Bolton, . . . . 82, 88 Bond v. Hopkins, 265 Simmons, 412 Bone v. Cook, . . . 313, 375, 524 Bonifant v. Greenfield, . . . 224, 226 Bonner v. Bonner 361, 364 Bonny v. Ridgard, . . 96, 166, 265 Booth v. Booth, 236, 309, 369, 373, 379, 382, 495, 526 . 524 . 448 351, 352, 353, 354 . 240 . 302 . 369, 484, 485 . 383, 571 . 240, 279 . 274 . 340 . 106, 111 . 354 . 409, 413 . 517 . 165, 317, 509 345 404, 429, 571 Leycester, Lightfbot, Bootle v. Blundel!,. Boraston's Case, Bosa nquet, Ex parte, Boss v. Godsall, Bostock v. Blakeney, Boteler v. Allington, Bottomley v. Brook, Fairfax, Boughton v. Boughton, James, Bourdillon v. Adair, Bovey v. Leighton,. Smith, . Bowdler v. Smith, . Bowes v. Earl of Strathmore, East London Waterworks Company, 480, 482, 527 Heaps, Bowles v. Rogers, . Stewart, Boyce v. Hanning, . Boycot v. Cotton, . Boyle v. Bishop of Peterborough, Boyne, Ex parte, . Bozon v. Bolland, . Stratham, Brace v. Duke of Marlborough, Brackenbury v. Brackenbury, Bradford v, Belfield, 184, 287, 303, 473, 489 Bradling v. Ord, 51" Bradshaw v. Tasker,' . . . .455 Bradwell v. Catchpole 310 Brander v. Brander, . . . 386, 446 Bradlyn v. Ord, .... 165, 517 Brandon v. Ashton, . . . .395 Braiser v. Hudson 183 Brassbridge v. Woodruff, . . .126 Bray v. West, . . 224, 227, 228, 547, 566 Braybroke (Lord) v. Inskip, 283, 284, 235, 307, 343 153 . 171 158, 272 . 475 . 368 . 493 193 531, 567 .- 164 . 515 109, 111 TABLE OF ENGLISH CASES. li Breedon v. Breedon, Brereton v. Brereton, Brett v. Forcer, Greenwell, Brettell, Ex parte, . Brewster v. Angell, PAGE . 398, 476, 504 476, 486, 488, 495 . 409, 432 . 412 . 284, 285 472 Brice v. Stokes, 310, 313, 314, 373, 382, 483 495 Bridge v. Brown, . . . 399, 402, 571 Bridgen v. Lander 347 Bridger v. Reid, 282 Bridges, Ex parte, 300 Stephens, 383 Bridget v. Hames 544 Bridgman v. Dove, . . . 345, 350 Green, .... 146 Bristed v. Wilkins, . . . 174, 445 Bristol (Countess of ) v. Hungerford, . 119 Bristow v. Bristow, .... 453 British Museum v. White, . . .458 Britton v. Twining, . . 330, 333, 335 Broad v. Bevan, 66 Broadhurst v. Balguy, _. 310, 312, 313, 373, 382, Brocksopp v. Barnes, 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. Amyatt, . Bam ford, Brown, . Carter, . Casamajor, Clark, . De Tastet, Ex parte, Higgs, Howe, Jones, Litton, . Pocock, . Ramsden, Sansome, Selwyn, . Southouse, Temperley, Browne v. Like, Lockhart, Brudenell v. Boughton, Bruere v. Pemberton, Brummel v. M'Pherson Prothero, Brydges v. Brydges, Phillips, Buchanan v. Hamilton, Buckeridge v. Glasse, Ingram, Buckinghamshire (Earl of) v. Hobart, Buckle v. Mitchell, 74, 483, 495, 527 04, 570, 574, 577 146, 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, 402 410, 412, 421 . 379, 578 . 199 67, 68, 70, 79, 135, 485, 486, 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 3S5 350,351, 353,554 64, 191, 192, 195 . 526, 527, 528 362, 435 326 516 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, . B urgess v. B urgess, Lamb, . Wheate Burgoyne v. Fox, . Burke v. Jones, Burlass v. Cooke, . Burleigh v. Stott, . Burleton v. Humphrey, Burnet v. Kynaston, Burr v. Mason, Burrell v. Burrell, . Crutchley, Burridge v. Row, . Burrowes v. Locke, Burt v. Dennet, Ingram, Burlon, Ex parte, . v. Hastings, . Knowlton, Pierpont, . Bush v.AHen, Bushell v. Bushel!, . Butcher v. Butcher, Stapeley, Butler v. Duncomb, Portarlington, Buxton v. Buxton, . Ex parte, Byrchall v. Bradford, PA8B .150 . 207 . 572 . 75, 123 66, 67, 68, 72 . 413 . 516 401,402,404 . 379, 380 . 424 575 405, 407, 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 . 480 238, 364, 371, 522, 523 Cadman v. Homer, .... 147 Cafe v Bent, . . . 184, 185, 494, 563 Caffrey v. Darby, . . . 447, 559, 561 Cagon v. Round, ..... 515 Caldecott v. 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, Campbell v. French, Home, Leech, Lord Netterville, Thompson, . Walker, 158, 159, 165, 168, 365. 479, 536, 538, 539, 564 Campion v. Cotton, .... 102 Cane v. Allen, Caney v. Bond, Cann v. Cann, Cannings v. Flower, Cant, Ex parte, 135, 136 412, 413 . 555 . 481 . 498 45 . ,160 . 447 . 525 . 400 209, 300, 568 lii TABLE OF ENGLISH CASES. Cape v. Bent, .... Capel v. Girdler, . Cardigan (Earl of) v. Montague Carpenter v. Heriot, Marnell, . Carr v. Bedford, Burlington, Eastabrook, Ellison, . Taylor, . Garrick v. Errington,, Cart v. Rees, . Carter v. Anderson, Barnadiston, Carteret v. Carteret, Pascal, . Petty, . Wynham, Cartwright v. Pettus, Radnor, Carus v. Townshend, Cary v. Abbot, Askew, Cary, . Goodinge, . Casborne v. English, Scarf, . Case v. Roberts, . Cator v. Cooley, . Cavendish v. Mercer, Cecil v. Butcher, . Ghadwick v. Heatley, Chadwin, Ex parte, Chalk v. Danvers, . Challen v. Shippam, Challis v. Casborne, Chalmer v. Bradley, Chalmers v. Brailsford, Chamberlain v. Agar, . Chamberlain •Dummer, Chambers v. Caulfield, . Chambers, Ex parte, Goldlvin, Minchin, PAGE . 187 . 325 . 481 . 157, 538 51,269,530 . 486 336, 338, 339, 359 . 411 . 270, 430 . 408, 412 . 134 . 418 . 410 . 243, 246, 355 . 254, 279, 281 416 44 406 44 466 452 130, 131, 455 58 71 172 269 . 284, 405 . 518, 547 . 511 . 400 83, 108,109,111, 112 . 580 . 364 93, 95 . 372, 376, 381 . 349 168, 169, 264, 538. 540 ' 119 59, 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, 61, 151 . 151 . 385 . 427 . 329 400 574 . 399 . 403 305, 310, 313, 373, 541 . 536 . 377 168, 169, 265 . 169, 514 . 416 . 370, 377 232, 239, 240 . 456 516 521 Charlton v. Wright, Charter v. Trevelyan, . Chasteney, Ex parte, Chatham (Lord) v. Tothill, Chertsey Market, Re . Chesterfield (Earl of) v. Janssen, . 145, 147, 153, 154, 163 Chettom v. Lord Audley, . . . 574 Child v. Stephens, . . . 339,343,358 Cholmely v. Paxton, .... 476 568 De Clifford, 462 Sullivan, 128, 45) 344, 358 160, 581 . 288 . 335 . 314 Cholmondely v. Clinton, 168, 257, 258, 260, 261, 265, 267, 268, 324, 527 Christ's Hospital v. Budgin, Christian v. Devereux, Chudleigh's Case, . Churchill v. Hobson, Small, Clark, Re Clarke v. Berkely. . Jacques, . Parker, 100 535 318, 430 295, 312 . 272 193, 205 . 497 419 422 214, 307, 308, 485,'488, Pistor, Sewell, . Smith, . Swaile, . Turner, . Clarkson v. Hanway, Clavering v. Clavering, 489, 490, 495, 496, 498, 499 422 345 . 537 . 538 . 486 152, 154 83, 84, 85, 87, 88, 106, 107, 111 476 Clay v. Sharpe, Clayton v. Glengall, Gresham, Cleland v. Cleland, Clennel v. Lethwaite, Clergy (Corporation of Sons of) v. Mose, Clermont v. Tasburgh, . Clifford v. Francis, . . Lewis, ... Clinton v. Seymour, Clough v. Bond, 308, 310, 371, 375, 377, 378, 381,541,573 Clowdesley v. Pelham, . Cloyne (Bishop of) v. Young, Clutterbuck v. Clutterbuck, Smith, . Cochrane v. Robinson, . Cockell v. Pugh, 203, 205, 293, 294, 295, 298 Cocker v. Quaile, . . 369, 382, 483, 495 Cockerel v. Barber 535 Cholmeley, Cocking v. Pratt, . Cocksedge v. Cocksedge, Codrington v. Foley, Cogan v. Stephens, Colchester (Mayor of ) v. Lowten, Cole v. Gibbons, ... Gibson, Robbiiis, . Turner, Wade, 184, 188, 211, 287, 489, 493 495 . 368 . 446 . 409 . 125 478 . 146 450, 452 345 365 347 115 354 358 432 476, 479 157, 158 . 427 . 365 128, 142 . 47 . 153 . 163 . 155 360 Colegrave v. Manby, Coles v. Trecothick, Collard v. Hare, Collier v. Burnett, . Dubley, . Collingdon, Ex parte, Collins v. Archer, . Collins, . Wakeman, Collinson v. Pater, Patrick, 83, 84 Collis v. Blackburn, Cary, Collis, . Colman, Ex parte, . Sarell, Colmore v. Tyndal, Colville v. Middleton, . 433, 434, 435 152, 153, 158, 537, 538 159, 265 . 454 552, 559 . 532 . 517 . 391 114, 115 . 456 86, 87, 89, 448 . 400 574, 575 550, 551 . 532 83, 85, 87, 89 248, 250, 251 . 350, 358 TABLE OF ENGLISH CASES. liii Comb v. Comb, Page . 366 Compton v. Coilinson, . . 426 Coningham v. Coningham 215, 218, 219, 221 Mellish, . . 121 Plunket, . 85 Conolly v. Lord Howe, . . 166, 167 Parsons, . 179 Constantein v. Blache, . . 336 Conway v. Conway, . 365 Cook v. Burtehaell, . 157 Clayworth, . 155,515 Collingridge, . . 159, 379 Cook, . 325, 447, 546 Dunkenfield, . 128, 451 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 Fryer 336, 543 Soltau, . Wiggins, Cookson v. Reay, . Coombes v. Gibson, Cooper v. Stationers' Company, Thornton, Wyatt, Cope v. Parry, Copemau v. Gallant, Coppin v. Fernyaugh, Corbert's Case, Corbert v. Maydwell, Corbyn v. French, . Cordall's Case, Corder v. Morgan, Cornish v. Shaw, . Cornwallis's Case, Corrie v. Byrom, . Corry v. Ellison, . Cory v. Gertchken, Cory, Cosser 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, 253, 255, 257, 263 429, 427 . 369 345, 349 . 138 . 598 . 396 . 546 269, 529, 530 . 513 . 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 , 195, 196, 189, 190 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, 197, 543, 552, 554, 584 Cragg v. Holme, . Crallan v. Oughton, Crane v. Drake, Cranstoun (Ld.) v. Johnston, Crawshay v. Collins, Cray v. Mansfield, Creagh v. Wilson, 497 449, 451 . 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 PA&H Creed v. Creed, . . . . .362 Creuze v.JHunter 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 71 Cunliffe v. Cunlifl'e, Currant v. Jago, . Currie, Ex parte, . v. Pye, Curtis v. Chandler, Hutton, . Lukin, Mason, . Perry, Price, Rippon, . Cusack v. Cusack, Cutbush v. Cutbush, Culler v. Coxeter, . 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. Coatsworth, .... 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 liv TABLE OF ENGLISH CASES. PAGE 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. Hitson, . 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 Dennv. 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 De Theminesv. De Bonneval, 134, 451, 455, 458 Devenish v. Baines, Devy v. Face, 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 83 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, Pulland, Read, Roe, . Scott, Simpson, . 239 59, 150, 151 191,271 204, 288 . 402 367, 504 . 275 . 166 . 100 356, 478 84, 85, 89 . 421 388, 389, 523, 574 413 535 419 420 127 , 374, 522 . 125 . 3S9 232, 233 . 235 . 262 . 58 232, 242 232, 242, 247 . 242 187, 188 . 481 . 481 . 240 , 241, 251 160 240 Doe v. Smith, Staples, 853, 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 | Sybourne, 253, 254, 255, 257, 259, 261 Thornley 488 Timins 249 Walbank 232, 242 Willan, . . . 232, 242, 247 Williams, 243 Doiley v. Sharratt, . . . .171 Dolman v. Smith, . . . 350, 353 Weston,. , . . . .352 Dommet v Bedford, .... 305 Donne v. Hart, 406 Lewis, 358 Donnegal'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 Horsi'all, . . . .543 Dove v. Everard, . . , 215, 218 Dover, Ex parte, 203, 205, 206, 207, 215, 237, 297, 298 v. Gregory, Dovenby Hospital, Re, Dowell v. Dew, : Down v. Worrall, . Re, . Downe v. Morris, . Downes v. Grazebrook paob 224 259. 261, 320 Timeron, Powers, Re, Dowman's Case, Doyle v. Blake, Doyley v.. Att.-Gen., Drake v. Robinson, Drakeford v. Wilks, Drayson v. Pocock, Driver v. Ferrand, Druce v. Denison, Drury v. Hook, Dryden v. Frost, . Du Beil v. Thompson, Dublessv. Flint, . Duboise, Ex parte, Dubost, Ex parte, . Dues v. Smith, Dummer v. Pitcher, Dunbar v. Tredennick, Duncan v. Campbell, Chamberlaine Duncombe v. Mayer, Dunch v. Kent . 347, 349 . 198 . 421 . 132, 489 . 205 . 270 159, 169, 479, 527, 535, 536, 539 . 421 . 514 . 569 . 56 215, 218, 219, 368, 574 . 451, . 349 . 166 191, 211,476, 504,548 351, 352, 354 . 408 . 163 . 165, 514 . 57 Dundas v. Dutens, Dunlop v. Hubbard, Dunman, Ex parte, Dundage v. White, Durour v. Motteux, Dyer v. Dyer, 92, 9 Dyster, Ex parte, . . 550 275, 449 . 89 . 412 96, 105, 106, 108, 111 . 539 . 427 206, 448, 531 . 272, 428 336, 337, 340, 342, 343, 505, 512 .. .57 . 566, 567 . 480 . 149 142, 143, 466 100, 102, 104, 105, 107, 108 . 46 Eade v. Eade, E. 71,75 TABLE OF ENGLISH OASES. Iv PAGB Ealesv. England, . . . . 71, 269 Earlom v. Saunders 369 East v. Ryal, 464, 559 East India Company v. M'Donald, . 515 Eastwood v. Brown 336 Easlon 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 Eland v. Eland, Elder, Ex parte, Elibank v. Montolieu, Elliot v. Collier, . Cordell, . Elliott, . Hancock, . Merryman, Remington, Ellis v. Ellis, . Guavas, Maxwell, Shelby, Ellison v. Airey, Ellison, . Else v. Osborn, . Eltham v. Warreyn, Elton v. Harrison, . Shepherd, Elwin v. Williams, Elworthy v. Bird, . Wickslead, Emblym v. Freeman, . Emelie v. Emelie, . Emery v. Grocock, 543, 566 . 360 . 155 518, 547 . 336 . 364 .92, 99 . 551 89, 448, 449 . 160 . 164 408, 411 342, 363, 504, 505, 506 425 408, 409 . 418 410, 412 . 104 360, 3C2 342, 355 . 413 81 Hill, Emelslie v. M'Aulay, Emperor v. Rolfe, . England v. Downes, Re, English v. Orde, Entwistle v. Markland, Erratt v. Barlow, . Errington v. Chapman, Evans, Essex v. Atkins, Estwick v. Cailland, Eure v Howard, . Evans v. Bicknell, Chesshire, Jackson, . John, Llewellyn, Massey, . Tweedy, . Evelyn v. Evelyn. . Foster, . . 555 . 173 394 116, 117, 132, 133, 454 . 349, 360, 575, 576 83, 84 319, 320 . 464 . 473 248, 422 . 417 426, 427 . 410 114, 115 . 378 253,255,257, 258, 261, 263 454, 468 . 166 . 366 163, 556 . 399 Slade, 252, 253, 254, 257, 258, 262 459 390 400 401 172 425 336 235 272,384,428,448,512, 515 . 153 . 476 . 219 . 145 399, 400 344, 357 . 367 202, 208, 594, 302 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 F. Fairfield, Ex parte, Faithful v. Hunt, . Fane v. Duke of Devonshire. Fareswell, Re, Farmer v. Compton, Farrington v. Knightly, . Faulkner v. Elger, Fauntleroy, Re, Faversham Charities, Re, Fawcett v. Lowther, Whitehouse, Fearns v.Young, 386 531, 532 . 545 . 154 193, 206 498, 500 123, 124 '441, 442 190, 205 188, 191, 194 . 270 . 160 393, 404, 566, 567, 570, 572, 573 Fearon, Ex parte, 150 v. Webb, . . . 439, 441, 4H Featherstonhaugh v. Fenwick, . . 379 Fell v. Lutwidge, ..... 558 Fellowes v. Gwyder (Lord), . . . 146 Mitchell, . . 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 . 456 269,282,510 191, 194 405, 426 . 514 . 366 . 474 370, 557, 563 . 439 193, 200 438, 439 562, 563 307, 586, 489 . 127 . 426 90, 102 6, 560, 564 . 74 . 152 . 172 . 410 204, 208, 292, 296, 297 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. Gott, Finch's Case, . Finch v. Finch, Hattersley, Squire, Winchelsea (Earl of) Finlay v. Howard, . Fitzer v Fitzer, Fitzgerald v. Fauconberg, Field, Jervoise, . Pringle, . , * Raynsford, Fitzgerald, Re, Fitzgibbon v. Scanlan, . Flanagan v. Nolan, Flanders v. Clarke, Fletcher v. Chapman, . Fletcher, Sidley,. Walker, Flint v. Hughes, . Floyer v. Sherrard, Flud v. Rumsey, . Fodern v. Finney, . Foley, Ex parte, . v.Hill 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, 507 272, 374, 3' Ivi TABLE OF ENGLISH CASES. PAGE Forbes v. Phipps, . , . 416 Ross, . 368, 374 523 559, 564 Ford v. Fowler, 71, 76 Peering, ._ 271, 272 Fordyce v. Willis, ' 56, 57, 50,61, 'O, Jit; Forrest v. Elwes, . 381, 522 Forster v. Blackburn, . . 281 Blackstone, . . 448 Hale, . , 56, 57, 58, 61 Fort v. Fort. . . 415 Fortescue v. Bamett, . '83, r 448, 449 Fortherby v. Pate, 277, 540 Fountaine v. Pellet, ^ . 277, 429, 540, 569, 570 Fowey's Charities, Re, . . 199 Fowle v. Green, . 355 Jones, . 236 Fowler v. Fowler, . . 425 Fowler v. Garlike, . . 116 Hunter, . 69, 492 Fowler, Re, . 206, 492 Willoughby, . . 362 Fox v. Maekreth, 147, 148, 158, 159, 537, 558, 559 Wright, . . 153 Foy v. Foy, ; . 456 Francis v. Collier, . 362, 551 Franco v. Bolton, . . 163 Frank v. Mainwaring, . 277, 540 Franklin v. Frith, . 374 377 523, 559 Green, 399 402, 572 Frampton v. Frampton, . . . 426 Fraser v. Bailie, . 414 Palmer, . . . 575 Freake v. Cranefeldt, . 344, 357 Frederick v. Hartwell, . . 425 Freeman v. More, . . 425 Parsley, . 405 Fairlee, 376 550, 574 Freme v. Woods, . 375, 573 Freemoult v. Dedire, 355, 358 French v. Chichester, . 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 51*9 520, 580 Fulton v. Giltnour, 309 314,580 Furgus v. Gore, . , . 356 Furlan v. Saunders, . 317 Fuller v. Jackson, . , . 550 Fyler v. Fyler, . 378 581, 522 Gage v. Whatmough, . Gainsborough v. Gainsborough, Gait v. Osbaldeston, Galliers v. Moss, . Gallim v. Noble, . Gardiner, Ex parte, Gardner v. Rowe, . Garforth v. Bradley, Garland, Ex pnrte, , Garmstone v. Gaunt, . 367, 396 Garrard v. Lauderdale, 83, 336, 118, 534 . 354 . 517 . 286 362, 474 . 411 57, 530 . 408 . 533 435, 436 337, 388, 343 Garrett v. Noble, . Gartland v. Mayott, Garth v. Baldwin, . Cotton, . Ward, . Garlside v. Isherwood, Radcliffe, Gascoigne v. Thwing, Gaskell v. Gaskell, Go ugh, . Hough, . Gathorne, Re, Gaunt v. Taylor, . Gayner v. Wilkinson, Geary v. Bearcroft, George v. Howard, George (St.) v. Wake, Gerrard v. Gerrard, Gibbons v. Hawley, Gibbs, Ex parte, . v. Rumsey, 66, Giblet v. Hobson, . Gibson v. Bott, , Heyes, . Jeyes, . Kinven, . Montford (Lord), Russel, . Scudamore, Giddings v. Giddings, Gifford v. Manly, . Hart, Gilbert v. Bennet, . Gillv. Att.-Gen., . Gillan, Ex parte, . Gillett, Ex parte, . v. Wray, . Gillibrand v. Goold, Gilten v. Birt, Gingell v. Home, . Girling v. Lee, Gittins v. Steele, . Gladding v. Yapp,. 114, 1 Gladstone v. Hadwen, Glaister v. Hewer, . Glengall v. Barnard, Glisson v. Ogden, . Gloucester (Corp. of) 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, PASS . 380, 474 . 184 232, 242, 333 . 318, 323 . 511 152, 154, 155, 156 . 151 94, 95, 108 86, 109 . 351 . 354 , 290, 292 . 553, 567 . 516 . 50 . 108 . 103 . 365 , 531, 568 . 568 117, 124, 127, 130, 140, 142, 485 142, 143, 457 . 379, 389 . 519 152, 157, 166 . 486, 490 231, 242, 244, 245, 243 246 165 392 439 519 545 66 314 154 530, 531 . 496 . 367 . 514 . 150 . 358 . 353, 362 17, 125, 126, 127 51 98, 102, 415 . 387 . 157 . 134 . 240 . 457 342, 504 . 414 . 163 . 291 . 395 . 573 . 480 67 349 87 356 402 337 392 114 286 59 325 257 345 TABLE OF ENGLISH CASES. Jvn PAGE PAflE Goodson v. Ellison, 221, 222, 253 ,254, 256, Grimmett v. Grimraett, . 456 257, 279, 280, 303, 327, 555, 556, 560, 561, Grimstead's Case, . 540 579 581 Grimstone, Ex parte, . , 396 Goodtitle dem. King v. Woodward, 306 Groves v. Clark, . . 418 v. Funucan, . 481 Groves, ■ 94 Jones, 253, 259 261, 262, V, ■!. 316, Perkins, , 418 322 Sansom, , 568 Knott, . , , # 231 Guidici v. Kinton, . 429 Welford, 540 Gullam v. Holland, 368 Whitby, 240 Gullin v. Gullin, . 414 Goodwyn v. Lister, , , 288 Guth v. Guth, 426 Goose v. Davis, , , 411 Gwynne v. Heaton, . 152 153 Gordon v. Gordon,. 148 , 149 , 169, •>. ,525 Gwytter v. Allen, . 383 Trail, . . 567 572 Gore v. Black, , 325 H. Slackpole, , 511 Gorge's (Lady) Case, . . 98, 102 Habergham v. Vincent, . 361, 362 v.Pye, . 522 Haggar, Ex parte, . . 205 298 Gospel Propagation Society v. An. -<::.' (i ., Haines, Ex parte, . . 159 454 Haldenby v. Spofforth, . 355 Goss v. Tracy, 150, 277 540 Hale (Sir Edward) and Lady Carr's Case, , Gough v. Andrews, Gould's Case, , 366, 564 378 , 510 Haley v. Banister, . 394, 402 Gould v. Fleetwood, 576 Hall v. Carter, 365, 367 368 Gower v. Maiuwaring, . 485, 486 Dewes, 186, 303 473 Gowland v. De Faria, . , 153 Halle tt, 160, 539 557 Goyrnour v. Pigge, 149 Lack, . 519 545 Graham v. Londonderry (Lord , 537 Laver, . 565 567 Granger, Ex parte, 168, 265 Smith, 513 Grant v. Lynam, . 77,'78, 7 9,485 492 Halliday v. Hudson, 192 359 Grantley v. Garthwaite, 436 Hamilton v. Fry, . 191, 196 Granville v. Beaufort, . , 124 Houghton, 334, 338, 339, 341, Gravenor v. Hallam, , 142, 456 359 Graves v. Graves, . , 345, 346 Royse, . 165 510 Gray v. Matthias, . , 163 Worley, 357 Grayden v. Grayden, 501 Hamley v. Gilbert, 65 Hicks, . , 497, 501 Hammond v. Neame, . 402 Greaves v. Powell, , 358 Hampden v. Hampden, . 151 Green, Ex parte, . 4C 1,275 449 Hampson v. Brandwood, 555, 566 v. Belchier, , 367, 435 Hampton v. Spencer, 61 Ekins, . 329, 409 Hanbury v. Kirkland,218, 30 5, 31( ), 313, 314, Green, . f 354 381 382 Holden, 291 Spooner, 535 Otte, . . 411 Hanby v. Roberts, . 364 Rutherford, . t 48 Hancom v. Allen, . 377, 378 Smith, . , 171 Hancox v. Abbey, . 350, 354 Spicer, . 392 Hanington v. Du Chatel, 163 Stephens, , t 332 Hansard v. Hardy, . 512 Winter, , 538 Hanson v. Keating, 406 Greenhouse, Ex parte, . 524, 198 Lake, . 29 3, 300 301 Greenhow v. Etheridge, 553 Miller, . 415 Greenlaw v. King, . , 159 Harden v. Parsons, . . 3: I, 31 3, 378 527 Greenwell v. Greenwell, , 400, 401 Harding v. GJyn, . 68, 7C ,71, 76,79 492 Greenwood v. Evans, . 43 4,436 437 Grady, . t 345 Wakeford, 191, 19( i, 197, 286, Grey, . 357 369, 383, 483, 519, 520 526 54 3, 554 584 Hardingham v. Nicholls, 415 Gregory v. Gregory, 166, 265, 3U ,527, 538, 547 Hardwick v. Mynd, Lord Vernon, . 307, 539, 474 558 Henderson, . 233, 234 Hare v. Shearwood, 166, 167 Grey v. Grey, . 97, 99 10 2, 104, 352 Harewood v. Child, 352 (Lord) v. (Lady), 352 Hargrave v. Tindal, 350 Minnethorpe, . 350 35 1, 352 354 Hargreaves v. Mitchell, 341, 356 Grieves v. Case, . . 452, 456 Rothwell, 165, 514 Griffin v. De Venill, . S 154, 156 Harland v. Trigg, . 71 , 76 Griffin, . . 16 0,438 539 Harmer v. Harris, , 568 Nainson, . . 151 Harrington v. Price, , 271 Ex parte, , , 290, 312 Harris v. Barnes, . . 457 Griffith v. Robin, . . 155, 162 Ex parte, 532, 533 Rogers, . , , 124 Ingledew, 338, 345 Spratley, . , 152, 153 Packer, . 361 Vere, . , 394 Tremenhere, . 160, 161 Grigby v. Cox, . . 425 Harrison v. Forth, . 165, 517 lviii TABLE OF ENGLISn CASES. Harrison v. Graham, Harrison, Naylor, Pryse, . Rowley, Southcote, Hart v. Ffrench (Lord) Ten Eyck, . Hartford, Re, Hartgav. Bank of England, . Hartley v. Hurle, . 350,351,303,354,425 Harton v. Harton, . . . 234,241,407 Hartwell v. riartwell, . . . .161 Harvey v. Aston, . 308,496,497,498 Harvey, 392, 401, 406, 420, 494 PAOE 218, 310 215, 456 . 332 . 546 ' . 535 . 514 . 200 42, 165 193, 205 . 445 Montague, Harwood v. Oglander, . Hassel v. Hassel, . Hatch v. Hatch, I . Hathornthwaite v. Russell Hatton v. Nicholl, . Havers v. Havers, . Hawes v. Wyatt, . Hawker v. Buckiand, Hawker, Hawkins v. Chappel, . Handock, Kemp, . Luscombe, Obeen, . Hayes v. Bayley, . Kingdome, Hayford v. Benlows, Hayne v. Hayne, . Hayter v. Rod, Trego, . Hayton v. Wolfe, . Hazard v. Lane, Hazlewood v. Pope, Head v. Egerton, . Head, Teynham, Heald, Ex parte, 511 . 267, 358 . 360 151, 158, 160 . 212 . 345 . 212 156, 157, 158 . 358 . 231 . 474 . 288 179, 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, 569 349, 350, 352, 355, 358 . 514 426, 427 . 547 531,532 Heardson v. Williamson, 239, 242, 244, 245, 246 Hearle v. Greenbank, . . 46, 402, 406 Hearn v. Wells, 543 Heathcot v. Hulme, . . . 374, 523 Paignon 152 Heatley v. Thomas 424 Heaton, Ex parte, .... 379, 532 v. Hassel, .... 409 Hebblethwaite v. Cartwright, . . 365 Hemmings v. Munckley, . . 496, 499 Henchman v. Att.-Gen., 140, 141, 270, 457 Henderson v. M'lver, .... 573 Henkle v. Royal Exchange Assurance Company, 167 Henley v. Axe, 153 Phillips, . . . .558 Henshaw v. Atkinson 457 Henvell v. Whitaker 347 Herbert, Ex parte, .... 449 v. Lownes, .... 150 Herford (Bishop of) 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 Hethersell v. Hales, Hewet v. Forster, . Hewit v. Hewit, . Hewitt v. Morris, . Heygate v. Anneslcy, Hibbard v. Lamb, . Hibbert v. Cook, . Jenkins, Hickey v. Bin, Hicks v. Hicks, Wrench, . Hide v. Heywood, . Hide, Hiern v. Mill,. Highway v. Banner, Hillary v. Walker, PAGE . 578 310,313, 373,378.565 191, 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 . 119, 127 . 472 . 120 551, 567, 572 . 45 . 166 . 374, 376 . 365 . 468 236 Hill v. Cock, . Hill, . London (Bishop of), Magan, Reardon, Simpson, Hilliard, Ex parte, . Hiller v. Jones, Hillyard v. Taylor, Hillon v. Kenworthy, . Hinde v. Blake,83, 87, 336, 337, 449, 550,551 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 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 >n, 165, 515 166, 269 390, 391 243, 246 489, 495 . 358 426, 427 119, 122 427 479 , 364 545 . 44 . 371. 372 . 66, 69, 70 , 411,413 . 511, 512 . 281, 574 . 57 . 336 . 203 . 476 286, Holford v. Phipps, 279, 281, 556, 565, 566, 579 Holdridge v. Gillespie, Holford v. Wood, . Holland v. Baker, . Hughes, Holliday v. Bowman, Hollis v. Lady Carr, Holloway v. Headington, Holman, Ex parte, Holmes v. Coghill, Dring, . Lysight, Williams Holt v. Holt, . Hone v. Mecrcraft, . Honer v. Morton, . Honor v. Honor, Hooper v. Eyles, . Goodwin, Rossi ter, Hope v. Clifden, . . 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 95 361, 362, 524 386 366 TABLE OF ENGLISH CASES. lix Hopkins v. Hopkins, PAOE 41,230, 135 Irish Incorp. Society v Richarc PAGE s, 266, 471 Myall, 369,3! ! l-.»l, v." Irnham v. Child, . , 6C , 61, 149, 166 Hopkinson v. Roe, . 573 Isaac, Re, . . , . 302, 568 Horde v. E. of Suffolk, 79, 30,131,13:1 4(ir,,|M.; Isherwood v. Oldknow, . . 481 Hore v. Woulfe, . 416 lthell v. Beane, , , . 349 Home v. Burton, . . 332, 472 lvie v. Ivie, . . , . 271 Home, . 363, 505 Ivy v. Gilbert, , 342. 367, 435 Hornsby v. Lee, . . 415,416 Horsfall, Re, . . . 286 Horsley v. Chaloner, . 146, 558 J Horwood v. West, 71,75 Hoskins v. Nicholl, 374,523,569 Jackson v. Castor, . 167 Hoste v. Pratt, . 501 Hobhouse . 422 Hotchkin v. Humphrey, . 166 Hurloek, , 140, 141, 456 Hougham, Ex parte, 45, 93 Jackson, , . 377 v. Sandys, . 478 Kelly, . . 135 Hovenden v. Lord Annesley, 50,264, 465, Rowe, . 512, 513, 514, 517 267, 269 Jacob v. Lucas, 448, 519, 545 Hovey v. Blakeman, 311,313, 574 Jacomb v. Harwood, . 166 Howard v. Damian, . 514 James v. Allen, . . 116 132, 133, 454 Digby, . . 425 Biou, . 277 Ducane, . 478 Bydder, . 86, 89 Papera, . . 212 Dean, 438 439, 529, 472 Rhodes, . 191 195, 196, 554 Ex parte, . 159, 136, 539, 567 Dean, . 515 Krearson, . 218, 219, 309 Howe v. Earl of Dartmouth, 136, 377, 378, Greaves, . . 146, 150 381, 3S6, 387, 388, 39Q, 574 Jebb v. Abbott, . 505 Howe, . 92 Jefferys v. Jefferys, 82, 83,84, 8f», 93, ] Or; Weldon, . 145, 152, 153 Small, . . 93 Whitefield, . 473 Jemmitt v. Perril, . . 133 Howel v. Howel, . . 329 Jenkins v. Hiles, . . 342, 504 Price, . 353 Jenkins, . 247 Howell v. Howell, . 570 Milford, . 273, 384, 529 Howgravo v. Cartier, . . 366 Quinchant, . 167 Howse v. Chapman, 142 349, 356, 453 Jenkins, Re, . 415, 416 Hoye v. Master, . 73 Jennings v. Moore, . 513 Hudson's (Lady) Case, . . 112 Jenour v. Jenour, . . 568 Hughes, Ex parte, . 159 160 203, 536, 539 Jernegan v. Baxter, . 414 v. Garth, . . 512, 514 Jerrard v. Saunders, . 515, 517 Hughes, . 402 Jervoise v. Duke, . . 146, 496 Stubbs, 60, 64 D. of Northumberland, 65, 81, Wynne, . 341, 365 328 332 333, 334, 335 Huguenin v. Baseley, . 149, 151, 155, 158, 161, 162, 163 Silk, . Jevon v. Bush, . 402 . 449, 508 Moseley, , . 146 Jewson v. Moulson, „ 406, 408, 410 Hulkes v Barrow, . . . 433, "434 Johnes v. Lockhart, . 420 Hulme v. Hulme, . . 180, 540 Johnson v. Aston, . , . 550, 451 Tenant, . 421, 422, 424 Ex parte, , . 296 Humberstone v. Humberstone, 333, 334, 535 Johnson, 408 413,415,416 Hummerston's Case, . . 235 Kenneth, 342 363, 505, 506, 507 Humphrey v. Bullen, . 418 Legard, . . . 90 Hunt v. Matthews, . . 15], 166 Medlicott, , . . 155 Hunter v. Atkins, 155, 156, 158, 160, 171, 162, 537 Telford, Wood, . • 568, 569, 572 . 143 Huntingdon (Earl of) v. Huntingdon, 504 Johnston v. Swann, 132 133 453, 456, 457 Hurh'yfEx parte, . . 480 Joliffe v. East, , . . 568 Hutcheson v. Hammond, 140 , 142, 143, 497 Jolland, . t . 540 Hutchens v. Lee, . 57, 59, 166 Jolland v. Stainbridge » ■ . 510 Smith, , 415,417, 418 Jones v. Croucher, . 99, 102 Hutchinson v. Stephens, . 203, 292 Clough, . , . 67 Townsend ■ . 519, 546 Jones, , . 272, 545 Hyde v. Price, . 427, 524 Kearney, . . . 145 Hyllon v. Hylton, . . . 157, 158 Laughton, , . 329 Lewis, 278 375 555, 560, 573 Mitchell, . 135, 136, 142 I. Morgan, . Powell, . . 325, 333 . 438, 446 Inchiquin (Lord) v. French, 350, 354, 355 Price, 342, 343, 473, 476, 504 Incledon v. Northcote, . . . 358 Saye and Sele (Lord), . 230, 232 Inderwick v. Inderwick, . 65 Scott, , . 344, 357 Inghsby v. Dobson, , . 457 Selby, . 361 Inkersole, Ex parte, # . 207, 532 Smith, . 510, 512, 513 Iuwood v. Twynne, . . 396 Stanley, . . . . 165, 514 lx TABLE OF ENGLISH CASES. Jones v. Suffolk, . Torin, Waite, Westcomb, Williams, Jortin, Ex parte, . Josselyn v. Josselyn, Joy v. Campbell, . Joyce v. Joyce,- . . Joynes v. Statham, Jubber v. Jubber, . PAGE . 501 . 70 . 426 . 224 345, 346, 347, 453, 456 . . . .461 . 403 . 313, 530 . 212 . 167 . 65 K. 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, Kellaway v. Johnson, Kellett v. Kellett, . . 393, 522 395 485, 486, 491, 492 . 400 . 310, 378, 531 . 438, 439 . 196 . 347, 366 231, 333, 235, 242, 253, 255, 256, 267 369, 382,483, 521, 526, 527, 559 . 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, Kendal v. Granger,. Kennedy v. Daly, . Green, Kingstone, Kennell v. Abbott, . Kenney v. Browne, Kennerick v. Ld. Breauclerk Kensey v. Langham, Kensington v. Dolland, . Ex parte, Kent v. Burgess, . Ex parte, . Re. . Kentish v. Kentis, . Keon v. Magawjay, Ker v. Lord Dungannon Kerrick v. Barnsby, Kidney v. Coussmaker, Kilbee v. Sneyd, . Kildare (Earl of) v. Eustace Killick, Ex parte, . v. Flexney, Kilpin v. Kilpin, . Kilvington v. Gray, Kime v. Welfitt, . Kinchant v. Kinchant, King v. Coggan, . Cotton Denison, Hamlet, Hake, King, Leach, Portington, Re, S Taylor, Turner, Winstanley, Kingdom v. Boakes, Bridges, 439 81, 133, 454 164, 509, 517 . 513, 514 69, 70, 488, 492 138, 141, 150 . 516, 539 . 232 . 440 . 406, 421 . 530 . 412 . 401 . 290 . 345, 349 476, 479, 504 158, 161, 539 . 150 345, 348, 349, 35g . 574 44, 49 . 420 102, 160, 438, 539 60, 64, 98, 101 66 400 157 271 110 65, 114, 118, 120, 122, 141 149, 150, 153 . 366 . 345 294,295,299,301,302 59 206,208, 109,294, 301, 568 568 PAGE Kingsman v. Kingsman, ... 59 Kinsman v. Kinsman 511 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 Plymouth, 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 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, . 288 . 460 . 515 98, 101 Langley v. Brown, Hawke, Earl of Oxford, Sneyd, Langston v. Ollivant, Langton's Case, Lanoy v. Duke of Athol, Lan'sdowne v. Lansdowne, (Lord's) Case 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 y. 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, . 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, 408 115, 118, 123,125, 126 . 167 . 212, 534 . 356, 505 . 254, 257 368, 388, 528 . 325 . 364, 409 . 149 322 398, 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, 75 335 299, 402, 569, 574 . 406, 420 377, 484, 488, 495 95, 96, 274, 368 . 285 . 160 . 330 TABLE OF ENGLISH CASES. lxi Legg v. Goldwire, Legge v. Asgill, Legh v. Legh, Earl of Warrington Leicester v. Rose, Leigh v. Barry, Le Jeune v. Budd, Le Maitre v. Banister, Leman v. Whitley, Lench, v. Lench, . Le Neve v. Le Neve, Leonard v. Leonard, Earl of Sussex Lethbridge v. Mytion Levet 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, . (Countess of) v PAGE . 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 Duke of Newcastle, 65, 325, 328, 330, 334, 335 v. Wright, 309, 314, 315, 373, 383, 526, 527, 533 Lindo v. Lindo, Lindropp v. Eborall, Lindow v. Fleetwood, Lindsell v. Thacker, Lingard v. Earl of Derby, Lister v. Lister, Littlehales v. Gascoigne Lloyd v. Baldwin, . Branton, . Lloyd, Read, Smith, . Spillet, . Williams, Lock v. Lock, Lockhart v. Hardy, Loddington v. Kime,- Lomax 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, Lovvden v. Lowden, Lowe v. Manners, . Lowry v. Fulton, . • Lowson v. Copeland, Lowther v. Carlton, Lowther, 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, 218, 372 380, 381, 447, 564 165, 514, 517, 580 . 160 . 352 I Ludlow (Corporation of ) v. Creenhouse, 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. Dolland, Lyttleton's (Sir Thomas) Case, M. Maberly v. Turton, M' Call v. Harrison, M'Carmick v. Buller, . M'Carthy v.JDecaise, . Macartney v. Blackwood, Macauley v. Phillips, 151, PAGE J 02 195 163 503 124 361 278,279,280,518, 520, 561 . 93 283, 285 402 173 414 147 424 406,408,413,414, 415,418,419 . 400, 401 . 135, 136, 394 372, 376 M'Dermott v. Kealy, M'Donald v. Bryce, M'Donnell v. Harding, 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 Malim v. Keighley, . . . i71, 76 Mallabar v. Mallabar, . . 125, 558, 562 Malpas 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, v. Magnay, Shaw, Manton v. Moore, '. March v. Att.-Gen., Head, Russell, Mare, Ex parte, Margetts v. Barringer, Markby, Re, . Marlborough (Duke of) v. Godolphin, 68, 69, 70, 490, 495 School, Re, . . 190, 194 . 208 . 292 . 534 . 336 . 457 . 409 266, 378, 382, 528, 583 . 528 . 420 . 395 Marlowv. Pitfield, Smith, . Marriot v. Marriot, Marrow, Re, . 357 283 150 300 lxii TABLE OP ENSLISH CASES. PAGE Marsh, Ex parte, 531 v. Hunter 371 Wells, . . . 432, 438, 503 Marshall v. Bousfield, . . . 330, 331 Ex parte 202, 286 v. Holloway, . . . 394, 578 M'Avery, .... 343 Martin v. Blake, 524 Ex parte, 531 v. Martin 439, 440 Mauham 451 Mitchell, . . . 411, 418 Persse, 554 Rebow, 124 Marwood v. Darell, .... 230 Mason v. Limbury, . . 69,71,76,79 Massey v. Banner, 375, 376, 524, 556, 564, 573 37 2,376 Parker, . Shearman, Massie v. Drake, . Masters v. Masters, Mather v. Priestman, Thomas, Scott, . Mathew v. Hanbury, Mathews v. Brise, Maughan v. Masom, Maundrell v. Maundrell, Maxwell v. Wettenhall, May v. Selby, Mayo (Earl of), Re, Meacher v. Young, Mead v. Hide, Lord Orrery, . Medley v. Horton, Medlicottv. O'Donnel, . Meek v. Kettlewell, 51,64, 84, 85 Meggison, v. Moore, Meinertzhagen v. Davis, Mence v. Mence, . Mercer v. Hall, Mercers (Mystery of ) v. Attorney . 67, 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, Cliiherow, Dodswell, . Middleton, Spicer, Midland Counties Railway Company v 419, 421 71, 76 . 567 361, 363, 364, 453 . 480 . 286 . 457 . 145 377, 483 . 359 261, 324, 325, 326 . 340 . 544 . 193 . 402 352, 355 164, 165, 282, 509 422. 423 168^ 265 86, 87, 89 73, 82 181, 183 . 115 . 497 Gen., 461 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 Westcomb, Mildmay v. Hungerford, Miles v. Leigh, Neave, Millar v. Craig, . . Millard's Case, v,. Eyre, . Miller v. Knight, . Horton, . Millesv. Mills, Mills v. Banks, Farmer, . 300, 301 . 147 . 361 191, 209, 224, 227 . 582 282, 317, 510 190, 191, 195 . 194, 293 . 349 393, 435, 438 343, 355, 367, 475 128, 131, 450, 451 Molden v. Menill Mole v. Mole, Mole v. Smith, Molineux, Re, . , Molony v. Kirwan, L' Estrange, . Montacute v. Maxwell, . Montesquieu v. Sandys, Montfort (Lord) v. Cadogan, Mills v. Mills, Roberts, . Milnes v. Busk, Cowley, Slater, . Milsington (Lord) v. Mulgrave, paoe 387, 392 . 400 . 425 . 528 122, 358 433, 434, 495 . 445 . 413 . 468 . 3611 345, 360 . 368 351, 352, 365, 368, 395 Milward v. Milward, Minet v. Hyde, Vulliamy, Minor v. Wickstead, Morehouse v. Scaife, Mitchell v. Bower, Mitchell, Mitchelson v. Piper, . . . .548 Mitford v. Mitford, £ . 408, 409, 415, 416 Mithwold v. Walbank 45 Mocatta v. Lousada, .... 493 Murgatroyd, . . .512 Moggridge v. Thackwell, 53, 71, 79, 128, 130, 131, 450, 451, 452, 461, 486 Mohun v. Mohun, . . 551,565,566,567 147 . 400 . 252, 327 . 200 . 509, 514 160, 161, 265 . 57, 166 . 153, 160 212, 215, 218, 382 y 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. Dickens 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, Morley v. Morley, Morris v. McGullock, Preston, Morse v. Royal, . Sadler, . Mortimer v. Orchard, Shortall, M^est Mortlock v. Buller, Morton v. Tewart, Moses v. Levi, Mosely v. Ward, . Moth v. Attwood, . Mott v. Buxton, . Mount, Re, . Mountford v. Scott, Mountfort, Ex parte, Mouseley v. Carr, 540, 577, 578 . 404, 573 . 163 . 177, 186 159, 265, 535, 537, 538 . 543, 544 . 515 . 150, 167 . 361, 362 145, 147, 473, 474, 477, 478, 479, 480, 485, 509 61, 64 . 313 382, 559 152, 153 232, 274, 275 . 201 165, 514 . 401 374, 523, 556, 560, 563, 564 TABLE OF ENGLISH CASES. lxiii Moyle v. Moyle, . Moyse v. Giles, Muckleston v. Brown, Mucklow v. Fuller, Mulcahy v. Kennedy, Mulhallen v. Marum, Mullen v. Bowman, Mumma v. Mumtna, PAGE . 372, 375 93 '59,61,164, 167 214, 236, 314, 379, 381,383,447,528 . 1C9 . 157, 169 . 118, 120 97, 104, 105 Potomac Company, . . 172 ' Munch v. Coekerell, 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 Kenyon, . . .112 Myercough, Ex parte, .... 401 N. Nab v. Nab, . Nagle v. Baylor, . Nail v. Puntor, . Nairn v. Majoribanks, Naldred v. Gilham, 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. iiine, Neville v. Saunders, Wilkinson, New v. Jones, Newdigate v. Newdigat Newell v. Ward, . Newland v. Champion, Paynter, Newman v. Johnson, Payne, Williams, Newstead v. Searles, Newton v. Bennett, 282,2 Hunt, . Pelham, Preston, Nicholls v. Danvers, Gould, Nicholls, Re, . Nicholson v. Faulkener, . 61 155, 156 382, 526 394, 571 . 110 . 416 . 362 . 411 239, 240, 241 81, 133, 452,453,454 416 119 73, 384, 429, 482 147, 159, 538 . 207, 296 . 150 205, 219, 225, 298 . 171 . 513 . 456 . 438 . 425 . 293 232, 234, 407 . 145, 147 . 574, 575 . 385 . 355 . 166 . 420 . 345, 355 . 160 . 664 165,513, 514 358, 374, 473, 523, 524, 556, 560 . 153 . 61 94, 95 . 412 . 153 . 156 193, 206 553 Nicloson v. Wordsworth, 216,224, 225, 226 Nightingale v. Lock-man, Lawson, . Nightingale's Charity, Re Nisbett v. Murray, Noel v. Bewley, Henley, Jevon, Weston, . Noke v. Darby, Norbury v. Chalbeck, . Norbury, . Norfolk's (Duke of) Case, v. Brown, Norris v. Le Neve, North v. Pardon, . Norton v. Turville, Norway v. Norway, 224, 22' Nourse v. Finch, . Nowlan v. Nelligan, Nunn v. Wilsmore, Nurse v. Yerwarth, PAOE . 416 . 437 194, 199, 203 . 124, 568 253, 257, 262 142,351,362,363 . 269 . 349 350, 353 . 562 377, 395 . 326 111 514 124 424 7, 228, 547, 566 124, 125, 127 . 71 . 340 . 252, 326 . 106, 168, 265, 66, O. O'Brien v. O'Brien, , O'Callaghan v. Cooper, Odell, Re, . O'Ferrallv. O'Ferrall, Offley v. Offley, . Oglander v. Baston, O'Harav. O'Neale, . Okeden v. Okeden, O'Keefe v. Calthorpe, Oke v. Heath, Oldfieldv. Cobbett, Oldham v. Hand, . Litchford, . Slater, . Oliphant v. Hendrie, Ommaney v. Butcher, Ex parte, Only v. Walker, . O'Niel v. Lucas, . Onslow v. Corrie, . Orbey v. Mohun, . Ord v. Noel, . Orgil, Ex parte, Orlebar v. Fletcher, Ormsby, Re, . Orr v. Newton', Orrok v. Binney, . Osborh v. Ex parte, . v. Brown, . Fallows, Foreman, . Osbrey v. Bury, Osmond v. Fitzroy, Oswell v. Probert, Overton v. Bannister, Owen v. Owen, . Oxendon v. Oxendon, . Oxford (Earl of) v. Rodney, P. 498, 81, 281,282 405, . 524 500, 556, 564 206, 294 . 432 . 367 . 416 61, 94, 95 . 367 207, 210 . 136 . 548 . 160 151, 166 . 124 454, 457 130, 133, 461 290, 300 . 515 . 394 . 432 . 481 479, 480, 477 . 209 . 171 404, 574 215, 218, 381 . 545 . 195 . 302 . 497 544, 545 . 545 . 320 154, 155 407, 408, 413 373, 526, 581 . 51, 186 . 411, 412 . 357 Packer v. Packer, 414 Wyndham, . . . 406, 416 Packwood v. Maddison, . . 525, 553 Page, Ex parte 207 v. Adam, 342, 362, 363, 504, 505, 506 Broom, . . .83, 336, 337 lxiv TABLE OE ENGLISH CASES. PAGE Page v. Leapingwell, . . 140, 142, 364 Way 395 Paget's (Lord) Case 344 Paice v. Archbishop of Canterbury, 114, 130, 456, 461 Paine v. Hall, Painter, Ex parte, . 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, Charity, Re Parnell v. Lyon, Parrot v. Treby, . Parry v. Warrington, Parslow v. Weedon, Parsons v. Baker, . Dunne, Pascall v. Thurston, Patton v. Randall, . Paul v. Compton, . Pawcey v. Bowen, Pawlett v. Att. -Gen., Parry, . Payne v. Collier, . Compton, Ex parte, . v. Low, Rogers, . Peachy v. Duke of Somerset Peacock v. Evans, Monk, Peake v. Penlington, Pearse v. Baron, . Ex parte, 164 51, 209 . 207 345, 346 . 374 304, 400, 520, 546 . 439 328, 331, 333 . 386, 446 . 517 . 449 420, 438, 539 . 293, 295 354, 361, 362 158, 317, 422, 425, 538 . 463 . 497 375, 565 370, 495 . 336 71, 76 . 413 . 416 . 473 . 71 . 481 49, 50, 269 361 369, 383, 519, 551 517 72, 82, 291 . 402 274, 503 . 430 . 153 421, 425 . 472 . 482 165, 209, 568 v. Newlyn, 167, 431, 512, 513, 563, 564 Slocombe, Pearson v. Bank of England Lane, . Morgan, Pease v. Hurst, Peate v. Crane, Pechel v. Fowler, . Pelham 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. Knolt, Phillips, , Petit v. Smith, Peto v. Gardiner, , Petty v. Styward, . Peyton v. Bury, . Phelp, Ex parte, . 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 47, 165, 514 519,520,521,546 383, 518, 522 . 124, 125 . 396 93 303,488,501,502 . 439 PAGE Philanthropic Society v. Kemp, 364, 457 Phillipo v. Munnings, 215, 237, 238, 364 Phillips, Ex parte, . . 308, 396, 397, 449 v. Brydgea, Phillips v. Duke of Bucks, Paget, . Phillips, Phipps v. Annesley, Pitcher,' Pickard v. Roberts, Pickering v. Pickering, Lord Stamford Vowles, Picket v. Logyan, . Pierce v. Scott, 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, Pinkus v. 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, Pocock v. Reddington, Podmore v. Gunning Pole v. Pole Pollard v. Greenville, . Pollexfen v. Moore, Pollock v. Croft, .... Pomfret (Earl of) v. Lord Windsor, 252 146, 277, 540 . 398, 574 . 143, 172 . 353, 362 . 540 . 414 387, 390, 392 . 168 284, 432, 439 152, 156, 265 . 507, 508 . 415, 416 . 157 . 395 . 71,74,76 . 396 . 128 374, 378, 523, 559 201,202,207,208 . 535 . 357 . 515 . 488, 490 65, 530, 531 . 545 . 493 . 107 . 432 . 109 . 405, 410 . 108 . 319, 321 . 296 431, 435, 436, 437 512 150 358 61 357 369, 374, 382, 495, 522, 523, 559, 564 59, 61, 150, 151, 164 . 99, 104 . 343 . 171 . 498 368, 511 515 Poole v. Pass, 272, 279, 344, 555, 556, 566 Poor v. Mial, 137 Pope v. Pope, . . . . 73, 75 Whichcombe, . . . .493 Popham v. Bampfield, . - . 231, 243, 353 Brooke, . . . 148, 162 Portarlington (Earl of) v. Soulby, . 517 Portington v. Eglington, . . .155 Portlock v. Gardiner, . . 168, 265, 582 Portmore (Lord) v. Morris, . . .167 (Earl of) v.Taylor, ft. .153 Portsmouth (Earl of) v. Effingham, . 267 Fellows, . . 195 Potter v. Chapman, Powell v. Att. -Gen., Cleaver, . Dillon, . Evans, . Hankey, . Pleydell, . 440, 485, 487, 488 , . 455 . 378 . 512 380, 381,447 . 425 . 516 TABLE OF ENGLISH CASES. Ixv PACE PAGE Powell v. Price, . . . 353 Read v. Devaynes, , 535 Robins, , . 347, 348 Lichfield , 362 Powlet (Earl of) v. Herber , 314, 377, 381, Read, 70 322, 559 Shaw, . 477, 479 Powlettv. Att.-Gen., . . 269 Sparkes, . 552, 553 Power v. Bailey, . . 424 Truelove, . 215, 219, 221 Powis v. Burdett, . . 366 Reddington v. Reddington, > 102, 103, 104, Capron, . . 475 262 Corbet, . . 358 Reech v. Kennigate, . 166 167 558, 562 Prankerd v. Prankerd, . . 92, 105 Rees, Ex parte, 194, 198, 460 Pratt v. Barker, . . 155, 162 v. Keith, 415 Church, . . 70 Reeve v. Att.-Gen., '4S ,50, 236, 269 Sladden, . . 122 Regina v. Pitt, , 209 Prendergast v. Eyre, 203, 204, 281, 290, Reid v. Shergold, . 477, 479 291, 294, 299 Remington, Re, . , 209 Preston v. Guyon, . 446 Reresby v. Farrer, , 464 Tubbin, 165,511, 514 Newland, . , 365 Prevost v. Clarke, 70, 74, 76, 79 Revet v. Harvey, . 158 Price v. Blakemore, 267, 474, 522 Rex v. Coggan, 430 Dewhurst, . 289, 302 Commissioners of Sewers, 570 Haihaway, . 136, 458 Inhabitants of Essex, 570 North, 345, 347, 350, 358 Wilson, 224, 226 Shaw, . 208, 296 Reynish v. Martin, 496, 499 Prideaux, Re, . 201, 289 Reynolds, Ex parte, 159 160, 536 Pride v. Fooks. 371 377, 523, 565 v. Jones, . 172 Pring v. Pring, . 59, 164 Rhodes v. Rudge, . 352, 355 Pritchard v. Ames, . 420 Rich v. Beaumont, 421 Arbouin, . . 457 Cockell, . 406, 420 Langher, , . 503 Jackpon, 167 Juinchant, 70, 71 Richards v. Chambers, . 414, 421 Prosser, Ex parte, . 202, 302 Richards, Ex parte, 209 v. Watts, . 513 Richardson, Ex parte, . 531, 533 Provost of Edinburgh v. Aubrey, . 454, 468 v. Bank of England, . 549 Pryce v. Byrn, . 168, 265 Hulbert, 227, 547 Pryor v. Hill, . 408, 410 Smallwood, . 102 Prytharch v. Havard, . 293 295, 300, 301 Riddle v. Emerson, 57, 92, 97 Pullen v. Ready, . . 149, 497 v. Maundevill, . 173 Pulvertoft v. Pulvertoft, 83, 90, 516 Rider v. Kidder, , 92 , 96, 292 Purcell v. M'Namara, . . 169, 265 Ridout v. Lewis, . 426 Purden, Re, . . 207, 296 Earl of Plymouth, . . 355 Purdew v. Jackson, 411 414 ,415, 416,418 Rigby, Ex .parte, . . 275, 305, 306, 449 Purefoy v. Purefoy, . 336, 339 Rigden v. Vallier, . 93 Pusey v. DSsbouverie, . . 149 Rigg v. Sykes, 202 Pushman v. Philliter, . . 75 Right dem. Fisher v. Cuthell, 237 306 Pybus v. Smith, 233 422, 425, 523 Phillips v. Smith, 233, 235 Fye, Ex parte, 51, 64, 84, 86, 89 Ripley v. Noysey, 568 v. George, 164, 318 322 , 323, 509, 516 Rippon v. Dowding, , 421 Pym v. Blackburn, • . 166 Norton, Ritchie v. Broadbent, ■ 395 414 R. Rivers v. Derby, . 367 Robarts, and , '. 185, 190 191 195 Radburn v. Jervis, , . 361, 363 Roberdeau v. Rous, 44 Radcliffe v. Eccles, , . 287, 296 Roberts v. Dixwell, 406 Radford v. Wilsony . 515 Kingsley, 329 Raikes, Re, . . 306 Roberts, 109 111 163 v. Ward, . . . 65, 66, 70 Spicer, . 421 Ramsbottom v. Parker, . 156 Tunstall, 168 Ramsden v. Hylton, , . 149, 150 Robinson v. Cumming, , 524 Langley, . . 567, 572 Evans, . 544 Randall v. Bookey, . 124 Gee, . 163 Errington, 168 265 ,527,536, 537 Gray, . '. 232 233 239 210 Hearle, , 66, 72 Pett, . 574 575 Morgan, . 56 Ridley, . 539 Russel, 386 390 , 437, 439, 572 Smith, 485 Rankin v. Bernard, .' 418 Taylor, 119 217 Raphael v. Boehrn, 374 ,523 , 524, 560, 564 Tickell, 398 Rashley v. Masters, , . 556, 562 Wood, 203, 204 281 292, 294, Rasiel v. Hutchinson, , , . 96 295 , 299 , 300 Rawe v. Chichester, . 438, 439 Roche v. Hart, . . 374 376 523 559 Rawlins v. Goldfrap, . . 401, 403 O'Brien, . 538 Jennings, . , . 123 Re 179 ,205 207 Ray, Ex parte, • . 420 Rochfort v. Fitzmaurice » • 328 329 331 lxvi TABLE OF ENGLISH CASES. 343 Rodney v., Chambers, Roe v. Street, . ' Rogers v. Earl, Rogers, . . Southen, Spillicombe, Vasey, . Ronalds v. Feltham, Rooke v. Worrall, Worth, . Roper v. Halifax, . Rose v. Clerk, Cunningham, Rolls, Rose, Roseberry.v. Taylor, Ross v. Ewer, Rothwell v.. Rothwell, Routh v. Howell, . Kinder, . Rowe v. Jackson, . Rowley v. Adams, Rudd v. Tucker, . Rudge v. Birch, Rudyard v, Neirin, Rushloy v.. Mansfield, . Russell v. Clarke's Executors, Rutland (Duke of) v. Duchess of Rutland, 124. 125 . 94 . 84, 86, 87, 89. 449 168, 369, 376, 382, 526, 527, 528 . 415 . 205, 298 PAGE . 427 . 266 . 167 121, 124 . 400 363, 504, 505 381, 447 345, 349 362, 363 396, 397 478, 504 . 64 . 361 . 413 . 368 . 368 . 421 . 549 375, 573 338, 520, 547 411, 418 . 432 . 305 . 274 . 409 . 153 173 Ryall v. Ryall, . . Rycroft v. Christy, Ryder v. Bickerlon, Ryland v. Smith, Ryley, Re, S N Sadler v. Hobbs, . Ex parte, Re, . v. Turner, . Safford, Ex parte, . Sale v. Moore, Salisbury (Earl of) v. 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, Ex parte, v. Page, . Vautier, Walker, Sawyer v. Shute, . Saye v. Barwick, . Saye and Sele (Lord) v. Scarborough (Earl of) v Scaltergood v. Harrison Scawen v. Scawen Scott v. Beecher, ewton PAH Scott v.Davis . . 158,537 Fenhoullet, . . . .326 Langstaffe, . . . .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. Seale 330 Sear v. Ashwell 82, 83, 88 Seeling v. Crawley 426 Seers, v. Hind, . . . .524, 559 Seggears, Ex parte 198 Segrave v. Jfirwan, . . . .150 Seley v. Wood 124 Sellack v. Harris 166 Selsea (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, 438 218, 310, 312, 313 . 337 . 275 123, 124, 381 . 47 72, 75 408, 417 143, 152 . 401 151, 152 . 409 557, 560 176, 212, 485 528, 531, 533, 568 . 350, 353 159, 536, 559 . 182 . 365 . 231, 247 . 515 . 151 . 252 91, 164, 509 . 532 . 406 . 405 . 539 . 412 . 145, 155 233, 239 . 551 . 574 102, 104, 105 . 212 Jones, Parker. Shakeshaft, Ex parte, Shales v. Shales, Shapland v. Smith, Sharp v. Sharp, . 179, 226 Shaw v. Borrer, 342, 345, 355 Ex parte, . v. Pickthall, Weigh, - Sheddon v. Goodrich, . Shee v. Hale, Sheffield v. Earl of Coventry Shelburn v. Inchiquin, Sheldman v. Wildman, Sheldon v. Barnes, Cox, . Dormer, Shelly v. Nash, Shepherd v. Lutwidge, Mauls, Smith, Towgood, Sheriffe v. Axe, Sherrard v. Lord Harborough Sherratt v. Bentley, Sherwood, Re,. . 574,575 Shewen v. Vanderhost, .. Shick, Ex parte, . .* Shieres v. Higgins, Shipbrook v. Hinchinbrook, Shirley, v. Earl Ferads, Sbarrocka, Re, Shrewsbury (Countess of) v. Shrewsbury, . Shuttleworth v. Howarth, Sidney v. Miller, . Shelley, . 114, 1 Sidney, . Silk v. Prime, Silvester v. Jarman, Simmons v. Bolland, Simms v. Naylor, . Simon v. Barber, . Horwood, Simpson v. Gutteridge, . 165 378, 521, 531 . 104, 106 232, 239, 247 227, 303, 473 356, 504, 505 260, 432 . 568 . '242 356, 362 . 395 . 445 . 166 . 263 . 114 510, 514 S42, 366, 367 . 153 . 358 372, 373 557, 562 344, 523 , 574 119, 440 224, 227, 566 576, 577, 582 . 508 . 208, 296 . 156 310, 313, 333, 373 336, 341, 359 201, 207, 209 Earl of 342, 367 . 568 325 15, 116, 122, 139 . '428 . 358 . 285 432, 508 207, 288 . 451 . 420 . 172 TABLE OF ENGLISH CASES. Ixvii PAGE Simsori v. Jones, 396 Siason v. Shaw, ..... 402 Sitwell v. Bernard, . . . 388, 390 Skeata v. Skeats, . . 97, 98, 100, 105 Skinner, Ex parte, . . 198, 199, 460, 465 Skrymsher v. Northcote, . . 115, 136 Slater v. Willia 94 Slaughter v. Perry 553 Sleech v. Thorrington, .... 413 Sloath v. Cadogan, . . .88, 448 Small v. Atwood, 522 King, 572 Marwood. Smallcross v. Finden, Smart v. Prujean, . Smee v. Martin, . Smith, Ex parte, . v. Attersoll, Baker, . Bruning, Camelford, Cawdery, Duke of Chandos, Claxton Clay, dem Dormer v. Parkhurst v. Evans, Foley, Garland, Gwyon, Low, Lyne, Ex parte, Re Dry v. Smith, . 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. Hollins, . . . 452, 456 South v. Alleyne 232 Southampton (Lord) v. Marquis of Hertford, 393, 394 212, 224, 226, 307, 337 . 345 355, 362 . 402 210, 308, 449, 531 . 64 . 92 . 163 . 425 . 497 277, 540 . 127 168, 265, 528 . 318 . 386 . 366 . 90 363, 504 . 512 82, 88 200,211 300, 488 519, 546 221, 224, 225, 226, 307 163 385 432 395 Southcott v. Watson, Southouse v. Bate, Southwell v. Ward, Sowerby v. Clayton, Sower8by v. Lacey, Spalding v. Shalmer, Spear v. Grant, Spencer v. Smith, . Spong v. Spong, Spottiawoode v. Stockdale, Spurgeon v. Collier, Spurling v. Rochfort, Spurway v. Glyn, . Square v. Dean, Squib v. Wyn, Stacy v. Elph, Stackhouse v. Barnston. Stackpole v. Beaumont, Daveron, Howell, 124 120 . 176, 212 . 370, 379 476, 479, 504 342, 343, 505 . 172 . 151 . 358 366, 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 Stackpole v. Stackpole, Stafford v Lewellyn, Stamford (Earl of) v. Hobart Standford v. Marshall, Stangor v.Tryon, . Stanifbrth v Staniforth Stanley, Re, . v. Stanley, Stansfield v. Habergham Stanton v. Hall, Stapleton v. Colville, Stapleton, Starkey v. Brooks, Starkie, Ex parte, . Steinmetz v. Halthin, Stephens v. Bagwell, Bateman, Bailey, Dethick, Olive, . Lawry, Stephenson v. Hayward, Heathcote, Stettle, Ex parte, . Stewart v. Bruere, . Noble, . Stewart, St. George v. Wake, Stickney v. Sewell, Stiff v. Everett, Stileman v. Ashdown, Stilwell vi Wilkins, St. John v. Boughton, v. St. John, St. John's College, Cam' dington, Slock 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 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, Russel, . Winchester, Strong v. Ingram, . Stewart v. Lord Kirkwall, Stubbs v. Sargon, . Studholme v. Hodgson Sturge v. Dimsdale, Sturgis v. Champneys, Corp, . St. Wenn's Charity, Re Styan, Re, Style v. Martin, . Supple v. Lawson, Surman v. Barlow, Sutton v. Jones, Sharp, . Swan, Ex parte, Sweet v. Southcote, bridge v and PAGE 374, 523, 573 . 258 . 328 424, 425 . 345 . 365 . 291 240, 365, 366 323, 324 410, 420, 421 352, 354 351, 352, 354 . 124 . 401 411,418 45,46 . 152 . 51 . 365 . 426 401, 494 336, 337 351, 353, 354 . 533 . 390 341, 359 . 370 . 163 . 368 . 411 99, 102 . 152 . 504 164, 426 Tod- . 460 . 163 . 5*5 . 402 354, 361 . 45 435, 437, 438 323, 332, 333, 335 165, 514, 515 Ward, . 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, 568 364, 457 . 406 . 421 . 460 . 448 . 511 . 492 . 5J3 277, 482, 540 374, 523 206, 296 . 165 Ixviii TABLE OF ENGLISH CASES. Sweetapple v. Bindon, . Swift, Ex parte, dem. Farr v. Davis, Nash, . Sydenham v. Tregonwell, Sykes v. Hastings, . Sylvester v. Wilson, Symance 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 Tait v. Jenkins, . 212, 277, 540 Northwick, 341, 350, 353, 359 Talbot v. Earl of Radnor, . 543 Tankerville (Earl of) v. Fawcett, . . 357 Tanner v. Elworthy, . . 439 Tarbuck v. Greenall, . 544 Tardiffe v. Robinson, , . . 435 Tasburgh, Re, . . 413 Taster v. Marriott, . . . 439 Tatlock v. Smith, . . 336 Taylor v. Alston, . . . 99 Baker, . , . 512 379, 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. Mathews, . . 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, Thetfurd School Case, Thorn v. Newman, Thomason v. Moses, Thomas v. Britnell, Thomson, Re, v. Blackstone Grant, Griffin, Leach, Simpson, Thompson Thong v. Bedford, , Thorby v. Yeates, Thorpe v. Owen, . Thring, Ex parte, . v. Edgar, . Thrupp v. Harman, Thynn v. Thynn, . Tibbitls v. Tibbitts, PAGE Tidd v. Lister, 212 r 273, 279, 384, 385, 407, 429 Tiffin v. Tiffin, Timson v. Ramsbottom, Tipping v. Pigott, Titley v. Durant, . Tolland and , . Toller v. Carteret, . Tollemache v. Earl of Coventry, Tomkyns v. Landbroke, Tomlin v. Hatfield, Tomlinson v. Dighton, Tompkins v. Tompkins, Tottenham, Re, Touch v. Lambert, Toulmin v. Stere, . Tourville v. Naisn, Tower v. Moor, Towers v. Lord Rous, Townley v. Bedwell, Sherbourne Townshend, Ex parte, v. Cams, 456 . 128, 451 . 252, 327 . 568 . 345 . 291 . 282, 477, 506 . 286 . 401,492 212, 221,224,226 . 264, 266 . 454, 457 . 247, 248 424. 425, 555, 556, 560 51, 66, 86, 89 . 532 . 515, 532 . 425, 426 150, 151, 166 71, 75 . 325 307, 448 . 319 . 427 . 277 . 44 . 383 . 409 . 493 . 421 345, 360 . 201 . 124 . 514 165, 514 . 166 350, 351, 352, 353 . 453 308,311 . 541 79, 80, 133 Champernown, S53, 256, 260 Lawton, . . 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 Trafford v. Ashton, . . . .367 Boehm, 369, 376, 377, 378, 520 Trapp, Re 208, 296 Trevele v. Coke, 432 Tregonwell v. Sydenham, . . 135, 137 Trent v. Hanning, 235 Trent, 361 Trevanion v. Mosse, . . . 512, 514 Vivian, .... 404 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, Hammf Trimmer v. Bayne, Trinity College v. Brown, Trott v. Dawson, . Vernon, . Trower v. Knightly, Tucker v. Boswell, Phipps, . Tucker, . Tudor v. Samyne, . Tuffnell v. Page, . Tullet v. Armstrong, Tullet, . Tulloch v. Hartley, Tunstall v. Trappes, Turner v. Corney, Edgell, . Harvey, . Hind, . Ogden, . Turner's (Sir Edward) ' Turner v. Turner, . Tutin, Ex parte, Tweddell v. Tweddell, Tweedale v. Coventry, Twine's Case, Twisden v. Wise, . 274 329 567 . 368 . 374 125, 126 270, 430 . 572 345, 360 . 475 383, 390 . 151 317, 503 . 406 . 58 419, 420, 422 . 395 59 165, 514 541,344,573 299 147, 147, 148, 149 . 544 . 452 406, 410 149, 400 209, 288, 300 157 358 335 415 TABLE OF ENGLISH CASES. Ixix PAGE PAGE Twopenny v. Peyton, . . 395 Walker v. Smallwood, 355, 356, 505, 548 Tylden v. Hyde, . 473, 479 Symonds, 184, 308, 310, 314, Tyler v. Lake, 406, 420, 421 315, 373, 378, 382, 383, Tyrrell v. Hope, . . 420 526 , 527, 547, 559, 581 Tyrrell's Case, . 230 Walker, 59, 166, 485, 486, 487, Tytcher v. Byles, . . 494 Wetherell, . Woodward, . 490, 495 . 399, 400, 574 . 374, 523 U. Wall v. Atkinson, . Bright, . 531, 534 . 171, 286 UnderhiU v. Horwood, . 150, 152 Tomlinson, . 415 Underwood v. Lord Courtown, . . 511 Wallace v. Wallace, . 157 Hatton, . , 548, 549 Waller v Childs, . . 452 Morris, . . 496 Walmesley v. Booth, . 153, 160, 527 Sievens, 310 313, 314, 373, Walsh v. Gladstone, . 178, 211 374, 381, 382 525, 527 Wallinger, 66, 69, 70, 485, 488, 492 Uniacke v. Giles, . sr , 85, 110 Walter v. Hodge, . . 407 Re, . 206 219, 225 Maunde, 287, 477, 482, 483 Uppington v. Buller, . 160 Walters v., Jackson, . 290, 294, 295 Urch v. Walker, . 215, 217, 219 Walton, Ex parte, . . 207, 209 Utterson v. Maire, . . 166 v. Hobbs, . . 515 Uvedale v. Patrick, . 191 Merry, . Walton, . Walwyn v. Coutts, 293 118, 120, 125, 126 . 83, 336, 337 V. Lee, Wangford v. Wangford, . 272,512,514 . 223 Valliant v. Diomede, . 432 Warburton v. Sandys, . . 186 Vandebende v. Levingston, . 520, 522, 546 Vaughan, 203, 204, 281, 299 Van Horn v. Fonda, . 538 Warburton . 70, 367, 486 Vaughan v. Back, . 390, 392 Ward v. Arch, . 262 Farrer, . 457 Audland, . . 90, 449 Guy, . . 359 Butler, . 214 Thurston, . 558. 562 Dovon, . 473 Vauxhall Bridge Company, Ex parte, ' 30fi Lant, . 110 Venables v. Morris, 249, 250 Wardle v. Claxton, . 421 Verney v. Verney, . '. 365 , 433, 437 'Hargreaves, . . 195 Vernon, Ex parte, . . 288 Wardour v. Beresford, . . 151 v. Keyes, . . 147 Ware v. Horwood, . . 152 Vaudry, '. 168 265, 518 Polhill, .. . . 396 Vernon, . 71 Wareham v. Brown, . 70, 355, 486 Vez v. Emery, 555, 572 Waring v. Coventry, . 475, 532 Vezey v. Janson, . '. 116 117, 132 Warnford v. Thomson, . . 357, 471 Vickers v. Scott, . . 388 Warren v. Davis, . . 347, 362 Vidal v. Philadelphia (Citize as of), . 459 Warier v. Hutchinson, . 239, 240, 241, 367 Vigrass v. Binfield, 378, 550, 551 Warwick Charities, Re, . . 188, 194, 554 Villiers v. Villiers, . 251 v. Warwick, . . 165, 514, 516 Vine, Ex parte, . 532 Wasse v. Hesslington, . . 347, 348 Vose v. Grant, . 172 Waterhouse v. Holmes, Wathen v. Grey, . Watkins v. Cheek, Watson, Ex parte, . . 456 . 357 . 363, 506, 507 . 531 W. v. Brickwood, . . 350, 353 Hiudsworth Hospital, . , 465 Wade v. Paget, . 252 Earl of Lincoln, . . .136 Wagstaffv. Smith, '. 420 421, 424 Toone, . 159, 169, 265, 539 Wagstaff, . 58, 230 Watts v. Ball, . 405 Wain v. Earl ot'Egmont, . 340 Girdlestone, 371, 372, 378, 382, Wainwright v. Bendlowes, 353, 354 474 Waterman, . 486 Turner, . . 278 Waise v. Whitfield, . 354 Weatherby v. St. Giorgio, , . . 546 Wait v. Webb, . 456 Weaver v. Maule, . 45, 50, 430, 431 Wake v. Tinkler, . 274, 316 Webb v. Claverden, . 150 Wakeford, Re, 201, 289 Jones, . 354 Wakeman v. Duchess of R ltland, 281, 544 Lymington, . 271, 272 Waldo v. Caley, 79, 80, 13 L, 133, 466, 493 Lord Shaftesbury, 195, 378, 396, Waldo, . 385, 477 494, 54£ , 570, 571, 572, 575 Walker, Re, . '. 201 289, 297 Webb, . . 272, 361 v. Barrows, . 102 Wedderburn v. Wedderbtirn, 264, 265, 379, Denne, . , 270 525, 526, 52" , 528, 581, 582, 583 Hardwick, . 34; ), 350, 351, 353 Wedgewood v. Adams, . 282, 508 Jackson, . 352 353, 354 Weigall v. Brome, , . 286 Meager, , , . 358 Weiss v. Dill, . 573 Shore, . . 379 390, 474 Welch, Re, . 201, 207, 208, 289 lxx TABLE OF ENGLISH CASES. 369 Wellbeloved v. Jones, Weller v. Weller, . Well'ord v. Beezley, Wells v. Middleton, West v. Ayles, Erissey, . Shuttleworth, Westley v. Williamson, Westmeath v. Salisbury, Westmeath, Weston v. Banister, Berkeley, Westover v. Chapman, Wetherell v. Collins, , Wilson, Weymouth v. Boyer, Whaley v. Cox, Whatley v: Kemp, Whatford v. Moore, Wheate v. Hall, . Wheatley v. Purr, Wheeler v. Bingham, Whelpdale v. Cockson, Whetstone v. Bury, Whichcote v. Lawrence, Whithread v. Jordan, . Whitchurch v. Whitchurch, Whitcomb v. Minchin, . Whiting, . White v. Carter, . Damon, . Evans, Parker, . St. Barb, White, 53, 212 P'OE . 274 490, 491 . 512 . 160 288, 201 329 314, 135, 45l', 452, 455 . 551 . 426 426, 427, 492 . 580 515 , 374, 562, 565 . 552 . 65 510, 516, 524 . 362 . 329 . 366 473, 474 51, 60, 64, 83, 86, 89 . 496 159, 160, 536, 539 230 235 158, 160, 266,'536, 538, 559 . 513 . 325 . 160 . 306 331, 333, 335 . 152 . 123, 456 . 188 . 418 253, 433, 437, 451, 453 . 125 . 286 Williams, Whiteacre, Ex parte, . Whitfield, Ex parte, v. Beunet, 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 Anne's Bounty, Woodroffe, Wigg v. Wigg, Wigsell v. Wigsell, Wilkes v. Boddington, . Steward, Wilkes, Wilkins v. Fry, Wilkinson, Ex parte, . v. Adam, Bradfield, Malin, Parry, Stafford, . Wilkinson, Willan v. Lancaster, Willan, . Willats v. Kay, . 401 . 385 . 395 209, 568 193, 206 . 481 279, 556,565 . 559 . 545 . 163 . 171 . 361 548, 550 377 . 451 452, 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 Williams, Re, v. Bird, . Carter, Chiity, Coade, Jones, . Kershaw Lambe, PAGE . 291 . 192, 204 . 472 . 119, 345 . 142 . 121, 123, 126 81, 132, 133, 364 . 517 Bishop of Landaff, . 351,354 Longfellow, . . . 228 Lonsdale, . . 269*270, 430 Nixon, 214, 308, 309, 310, 311, 312, 314, 373, 381 Sorrell, Williamson, Ex parte, . v. Codrington, Curtis, Gihon, Williamson, Willis v. Hiscox, 278, 327, Jernegan, Kibble, . Willis, . Wilmott v. Jenkins, Willoughby v. Willoughby, Wills v. Sayers, Wilson, Re, . v. Troup, . Allen, . Dennison, Dent, Goodman, Halliday, Hoare, . Major, . Moore, . Wilson, . Wilvescomb's Case, Winch v. Keely, 511 . 532 . 107 342, 363, 504 . 163 . 90 , 555, 560, 562 152, 154 576, 578 92, 94, 95 . 364 324, 346 420, 421 . 291 . 538 254, 255, 257, 258 308, 443, 444 57, 61 . 315 . 342 . 270, 430 73, 74, 127 . 173, 520 195, 426, 561 . 466 530 Winchelsea (Earl of) v. Garrety . .161 Norcliffe, 377, 396, 397, 574 Winchester (Bishop of) v. Fournier, . 515 Paine, . 511 Winged v. Lefebury, . . . 164, 500 Winn v. Littleton, . 285 Winnington v.Foley, . 319, 321 Winter, Ex parte, 203 205 , 207, 295, 298 •v. Lord Anson, . . 514 Wiseman v. Beak, . 153 Westland, . , . 511 Wish, Ex parte, . . 207 Withers v. Kennedy, , . 345 Withers, . 92 Witter v. Witter, . 317 , 381, 395, 396 Witts v. Boddington, 69,70 Dawkins, . 421 422, 575 Steere, . . 446 Wolestoncroft v. Long, . , 329, 357 Wolf v. Hill, . . . , . 477 Wood v. Abrey, 152, 156 Cox, 67,7 1,73,121 Downes, . 157, 160 Dudley, . . 362 Dummer, . 172 Harman, . 383 , 483, 508 Richardson, 70, 282, 477, 488 White, . 471, 475 Williams, , . 545 Woodcock v. Duke of Dorset. . 366 Woodhouse v. Hoskins, 319 320, 322 Meredith, . . 160 TABLE OF ENGLISH CASES. lxxi PAGE Woodroffe v. Burton, . . . .151 Woods v. Huntingford, .... 357 Woods, . . .65, 78, 79 Woolam v. Hearn, .... 167 Woollands v. Croucher, . . . 414 Woolmore v. Burrows, . 81, 334 Worrall v. Haford, . . 565, 567, 570 Jacob 436 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, .... PA OB 136, 456 , 418 Wakefbrd, . 478 Wright, . 44 Wyatt v. Sharratt, . 368, 377 , 550, 551 Willis " 369, 375 Wynch v. East India Company, . 268, 504 Packington, . 119, 324 Wykham v. Wykham, . 231, 244, 250, 251, 385 Wynch v. Wynch, . 401 Wyndham v. Earl of Egremont, . . 325 Wynne v. Hawkins, . 75 Wymter v. Bold, .... 365, 366 Y. Yates v. Compton, . 236 Yallbp, 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 York Buildings Co. v. Mackenzie, 170, 266, ' 539 ERRATA. Page 238, line 15 from bottom, for " Pet. C. C," read " Peters, C. C. 364." " 241, " 16 " Henry v. Raiman is now reported, 25 Perm. St. 354. " 481, " 10 " for " opinions" read " opinion." " " " 3 " for " purchasers" read " purchaser." " 586, " 25 " dele "out." A TREATISE ON THE LAW RELATING TO TRUSTEES, ETC. ETC. INTEODUCTION. 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 affecting property of any description is vested for the benefit of another." This definition, however, would include executors and administrators, guardians of infants, and committees of lunatics, as well as assignees in bankruptcy and insolvency, and others filling any fiduciary situation. It would also extend to bailees, factors, and agents, whose duties in their fiduciary characters are recognized, and enforced at common law. But the term " trustee" in its more defined acceptation has acquired a mean- ing distinct from any of those characters ; the persons filling which are also amenable to other jurisdictions, besides that of the Court of Chan- cery. 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 issu- ing 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 pre- served with little alteration in that of the modern trustee.(a) However, the courts of equity, in the exercise of their new jurisdiction, avoided in a great degree those mischiefs, which had made uses intolerable. (5) This new species of estate was gradually modified and altered to meet (as) BI. Com. 333 ; Co. Litt. 290, b ; Ball. n. I, 3 ; 2 Fonbl. Eq. B. 2, Ch. 1, s. 4 ; Hopkins v. Hopkins, 1 Atk. 591. (6) 2 Bl. Com. 336. 5 66 INTRODUCTION. the continual changes in the state of society, and the progressive wants of the community ; and it has been applied by analogy to personal pro- perty, as well as to a great variety of cases which never could have been p^-o-i in the "contemplation of those by whom it was originally intro- duced.(e) In the existing state of society, it is difficult to con- ceive how the requisite circulation of property could be established and maintained without the interposition of some such machinery as the system of trustees readily supplies. The utility of the 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 afford an em- ployment 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. 1 There are few cases arising from matters of trust (with the exception of bailments, and rights founded on contract), of which the courts of common law are capable of taking cognizance.(d) 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 kindness 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 admit- ting the propriety of these remarks, adds a doubt, whether the courts of equity have always proceeded upon the broad and liberal basis, which (c) 2 Stor. Bq. Jur. \ 969. (d) 3 Bl. Com. 431 ; Co. Litt. 290, Id ; Butl. note ; 2 Fonbl. Bq. b. 2, Ch. 1 ; 2 Stor. Eq. Jur. I 962. (e) Knight v. Earl of Plymouth, 1 Die. 126 ; S. C. 3 Atk. 480. (/) 2 Stor. Eq. 480. 1 A court of admiralty, though influenced in the determination of cases by equitable considerations, and taking notice of equitable titles when arising incidentally, has no direct j urisdiction over trusts as such ; and where a trust is the foundation for relief, the libellant states himself out of court. Davis v. Child, Daveis's Rep. 71 ; Berkhard v. Flyne, 6 Moore Priv. Coun. Cas. 56. But, where it becomes necessary to-do so, a court of law will take judicial notice of the doctrines of equity, and of the relation of trustee and cestui que trust. Sims v. Marryat, 17 Q. B. 281 ; "Westoby v. Day, 2 Ell. & Blackb. 624. INTRODUCTION. 67 the observations of Lord Hardwicke tend to establish ; and he remarks upon what he terms "the artificial rules" established by the courts, in the exercise of their control over the conduct of the trustees.(l) How- ever this may *be, it is obviously of the greatest importance in pMo-i 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 ordina- rily do in regard to his own property, he ought not to be held responsible for any losses ac- cruing ia 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 artificial 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 pro- perty." 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 personal 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 manage- ment of the trust, but investment of the fund, without the aid of the court, do not esta- blish the position of the late Mr. Justice Story. Indeed, all the opinions which he cites and all the doctrines he reasons out, show conclusively that the rules of equity, in the matter of investment, are not artificial, 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 animadverted 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 commissions 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 eminent 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 neces- sarily 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 appellation of "cestui que trust." I.— WHAT MAY BE THE SUBJECT-MATTER OF A TRUST. 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 recognize as available property, or at any rate do not permit to be dealt with by assignment ; such as choses in action, and possibilities of every description, 1 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 concerning (a) 1 Cruis. Dig. Tit. 12, Ch. 1; Hobson v. Trevor, 2 P. Wms. 191; "Wright v. Wright, 1 Ves. Sen. 411 ; [Wetherhed v. Wetherhed, 2 Sim. 183; Douglass v. Russell, 4 Sim. 524; Langton v. Horton, 1 Hare, 549.] 1 As to how far possibilities and expectancies are assignable in equity, see Mitchell v. Winslow, 2 Story, 630 ; 6 Bost. Law Rep. 347 ; Letcher v. Schroeder, 5 J. J. Marsh. 513; Varick v. Edwards, 1 Hoff. Ch. 382; Meriweather v. Herran, 8 B. Monr. 162; Hinkle v. Wanzer. 17 How. U. S. 353; Field v. Mayor of N. Y. 2 Selden, 179; Stewart v. Kirkland, 19 Alab. 162 ; Voyle v. Hughes, 2 Sm. & Giff. 18 ; Story's Equity, § 1040 (b.), 1055; 12 Jur. part ii, 213; Notes to Row v. Dawson, 2 Lead. Cases Equity, *573. Equitable reversionary and contingent interests in personalty, are now treated in equity as estates, and are transferable as such. Voyle v. Hughes, 2 Sm. & Giff. 18; Kekewitch v. Manning, 1 De G. Macn. & G. 176. See post, 88, &c. A grow- ing crop of cotton may be the subject of a trust; Robinson v. Mauldin, 11 Alab. 980 ; as may the receipt for a medicine ; Green v. Polgham, 1 S. & St. 398 ; or the copyright of a book. Sims v. Marryat, 17 Q. B. 281. But where one, who had from peculiar circumstances, an expectancy of purchasing certain land on more favorable terms than others, but no legal or equitable right thereto, employed an agent for the purpose, who fraudulently made use of these means to obtain a purchasje for a third per- son, it was held that no trust attached to the land in favor of the party defrauded. Garrow v. Davis, 15 How. U. S. 277. WHAT MAY BE THE SUBJECT-MATTER OF A TRUST. 69 lands situated out of the limits of their jurisdiction make any decree directly affecting the realty,(5) yet they will support a trust of such lands against a trustee resident within the jurisdiction by a decree ope- rating in personam.(c) Thus, questions i«volving trusts of real pro- perty 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.(^) 1 (6) B. of Kildare v. Eustace, 1 Vera. 421 ; Roberdeau v. Rous, 1 Atk. 543; Carteret v. Petty, 2 Sw. 323, n. [See Bunbury v. Butibury, 3 Jur. 644, 1 Beav. 318 ; Bent v. Young, 9 Sim. 190; Houlditch v. Donegal, 8 Bligh, N. S. 344; Portarlington v. Soulby,„ 3 My. & K. 108 ; Henderson v. Henderson, 3 Hare, 115 ; Preston v. Melville, 15 Sim. 85.] (c) Penn v. Ld. Baltimore, 1 Ves. sen. 454; Com. Dig. (Chancery), 3.X. 4 E. 4 W. 27. (d) E. of Kildare v. Eustace, 1 Vern. 421 ; Cartwright v. Pettus, 2 Ch. Ca. 214 ; E. of Arglasse v. Muschamp, 1 Vern. 75. («) Toller v. Carteret, 2 Vern. 495. (/) Ld. Cranstoun v. Johnston, 3 Ves. 182. {g) Angus v. Angus, 1 "West. 23. 1 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 pro- perty to be brought within the j urisdiction, order the 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, 135; Massie v. Watts, 6 Cranch, 148; Ward v. Arredondo, 1 Hopk. 213 ; Mead v. Merritt, 2 Paige, 402 ; Hawley v. James, 7 Paige, 213; Shattuck v. Cassidy, 3 Edw. Ch. 154; De Klyn v. Watkins, 3 Sandf. Ch. 185; Barclay v. Talman, 4 Edw. Ch. 126 ; Spnrr v. Scoville, 3 Cush. 581 ; Vaughan v. Bar- clay, 6 Whart. 392 ; Guerrant v. Fowler, 1 H. & Munf. 5 ; Episcopal Church v. Wiley, 2 Hill, Ch. (S. C.) 586 ; see Booth v. Clark, 17 How. U. S. 322. 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. Mitchell v. Bunch, 2 Paige, 606. The general doc- trine applies to 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 exe- cute a contract made by them in New York, with respect thereto. A very decided opinion was expressed by the Vice-Chancellor in Barclay v. Talman, 4 Edw. Ch. 126, where an Insurance Company, incorporated in Maryland, but doing business in New York, made an assignment for the benefit of creditors, that a bill would lie against the trustees 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 Wil- liams v. Maus, 6 Watts, 278. But in order to induce the court to interfere in such cases, it must be competent 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 ; Morris 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 ; Walker v. Ogden, 70 WHAT MAY 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 that the foreign personal r*4Vl P r0 P ert y °f * a British subject may properly become the object J of a trust, which will be recognized 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.(«) Thus in the case of an officer's half-pay ;{k) or a gaoler's fees ;(l) 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 ;(nY the court will not recognize 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. 2 (h) Smith Merc. Law, 567 ; Hill v. Reardon, 2 Russ. 608, 629. (i) Exp. Dyster, 1 Mer. 172 ; Curtis v. Perry, 6 Yes. 739 ; Exp. Houghton, 17 Ves. 251 ; Campbell v. Thompson, 2 Hare, 140. (k) Stone v. Lidderdale, 2 Anst. 533. [See Price v. Lovett, 20 Law. J. Chanc. 270.] (1) Mithwold v. Walbank, 2 Ves. Sen. 238. (m) Stevens v. Bagwell, 15 Ves. 156. [See 4 Kent's Comm. 448 ; and note to 3 Ves. 494, Sumner's ed.] (n) Stone v. Lidderdale, ubi supra. 1 Dana, 252. In Williams v. Maus, 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 conveyed, vested no title in the former. So, though in a creditor's suit the debtor'may be compelled to transfer, for the purposes of the suit, assets in another state, yet the appointment of a receiver, who is a mere officer of the court, does not transfer to him the title of such assets, and he cannot sue for these in the forum rei sitce. Booth v. Clark, 17 How. U. S. 322. See further on this subject Story's Equity, ji 743, 899; Chalmers v. Hack, 19 Maine, 124; Dieken v. King, 3 J. J. Marsh. 591 ; 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 ad- ministration 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. Allsup, 10 Yerg. 284; Patton v. Overton, 8 Humph. 194. 1 As, for instance, a bare right to file a bill in equity for a fraud or the like, the assign- ment of which would "savor of champerty." Marshall v. Means, 12 Geo. 66 ; Story's Equity, § 1040, g. 2 See notes to Row v. Dawson, 2 Lead. Cas. in Eq. (1st) Am. Ed. part ii, 217, 223 ; Hunter v. Marlboro, 2 W. & M. 168 ; Murphy v. Hubert, 16 Penn. St. R. 50. 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. 489; Dupre v. Thompson,4 Barb. S. C. 279 ; Lorillard v. Coster, 5 Paige, C. R. 172; Hawley v. James, 5 Paige, C. R. 318 ; 16 Wend. 61 ; Grout v. Van Schoonhoven, 1 Sandf. 336 ; Crafton v. Frith, 20 Law J. Chanc. 198; Vail v. Vail, 7 Barb. S. C. 226. But where the trusts are indivisible, or the main object or general scheme of the conveyance or de- vise would be defeated by a separation, the whole will be declared void. Arnold v. Gil- bert, 3 Sandf. Ch. 532 ; Andrew v. Bible and Prayer Book Soc. 4 Sandf. S. C. 156 ; Harris v. Clark, 3 Selden, 242. In Tritt v. Crotzer, 13 Penna. St. R. 451, it was held that a WHO MAT CREATE A TRUSTEE. 71 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-rolls.(p) Previously, however, to the passing of the statute 4 & 5 Will. IV, c. 23, its 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 expressed on the rolls to be, absolute.^) 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 inte- rested. II.— WHO MAT 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 sub- ject of future consideration), it may be hroadly stated, that every person who is capable of making a valid disposition of property of any de- scription, 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) S6, where an infant makes over property to a person upon trusts, by any act of assurance, which is voidable only, and hot void, the estate of *the trustee will remain good until the assurance be avoided.(r) 1 Although it might be a question, whether a resulting trust would •- -■ (0) Gilb. Ten. 170 ; Co. Litt. 271, b, u. 1, VIII. (p) Burgess v. Wheate, 1 Ed. 232 ; Weaver v. Maule, 2 R. & M. 97. (q) Att.-Gen. v. D. of Leeds, 2 M. & K. 343. (V) Co. Litt. 248, a ; Hearle v. Greenbank, 1 Ves. 304. (1) But a, feme covert, with respect to property settled to her separate use, is regarded in equity as a feme sole. She may therefore convey her equitable interest in such property, whether real (Major v. Lansley, 2 R. & M. 355) or personal (Pettiplace 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.] 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. Where the original intention of the creator of a trust was not illegal, the subsequent acts of the trustee thereunder cannot render the trust illegal. Thompson v. Newlin, 8 Ired. Eq. 32. ■ 1 Kent, 234; Eagle Fire Co. v. Lent, 1 Edw. Ch. 301 ; 6 Paige, 635 ; Ins. Co. v. Grant, 2 Edw. Ch. 544; Temple v. Hawley, 1 Sand. Ch. 153; Dominick v. Michael, 4 Sand. S. C. 374; McGan v. Marshall, 7 Humph. 121. The deed of an infant feme covert, however, is absolutely void. Sanford v. McLean, 3 Paige, C. R. 117 ; Kenney v. Udall, 5 J. C. R. 464; Mackey v. Proctor, 12 B. Monr. 433; Schrader v. lecker, 9 72 WHO MAY CREATE A TRUSTEE. not arise in such a case in favor of the infant.(g) Previously to the statute 1 Vict. c. 26, an infant of the age of fourteen years might have appointed a trustee of personal estate by will ;{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 disposing 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.(w) 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 feoffor. 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 reversed, (x) But in cases of that nature a court of equity would unquestionably 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. (y) This, however, applies to the question of the creation of trustees by implication, which will be considered in a future place. 1 (s) 4 Cruis. Dip;. 130. (if) Hearle v. Greenbank, 1 Ves. Sen. - 303 ; Lew. Trust. 24. (u) Co. Litt. 247, b. [See Gibson, C. J., in Snowden v. Dunlevy, 1 Jones (Penna.) 525.] (a:) 2 Rep. 58, a; 4 Rep. 124 ; Bac. Uses, 355 ; Sand. Us. 214. (y) 4 Cruis. Dig. 130 ; 5 lb. 253. Barr, 14. See, however, Scott v. Buchanan, 11 Humph. 468, contra "in Tennessee, as to deeds acknowledged according to the statute. How far a female infant is bound by her marriage settlement, see 2 Kent's Cora. 243, the better opinion being that such a settlement is voidable, as to land ; Ibid. ; Temple v. Hawley, 1 Sand. Ch. 153 ; Levering v. Levering, 3 Maryl. Ch. 365 ; see Wilson v. McCullough, 19 Penn. St. 86 (where the question was left open) ; though made with the approbation or by the direction of the court ; Levering v. Heighe, 2 Maryl. Ch. 81 ; Field v. Moore, 20 Jurist, 145, Court of App. ; but the husband, if of age, is bound ; Wilson v. McCullough, ut supra. A settle- ment of personalty, however, where the husband is an adult, is binding ; Levering v. Levering, ut supra; Field v. Moore, 20 Jurist, 151 ; except of such as would not other- wise vest in him by the act of marriage, as in the case of reversionary interests, or per- sonal estate settled to the separate use of the infant. Field v. Moore. By the recent Eng- lish statute of 18 & 19 Vict. (1855) ch. 43, male infants over 20, and female infants over 17 years of age, are empowered with the sanction of the Court of Chancery to make binding marriage settlements of their real and personal estate. ' The principle that a man cannot stultify himself is not in general recognized in the United States. Ballew v. Clark, 2 Iredell Rep. 23; Owing's Case, 1 Bland, 370; Harbison v. Lemon, 3" Black. 51 ; Rice v. Peet, 15 J. R. 503 ; Grant v. Thompson, 4 Conn. 203 ; Bensell v. Chancellor, 5 Whart. 371 ; Alston v. Boyd, 6 Humph. 504; 2 Kent's Com. 451. The acknowledgment of a deed by a lunatic in open court, is not equivalent in its effects 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 WHO MAY CREATE A TRUSTEE. 73 Before the Statute of Uses the sovereign might have declared uses upon his letters patent.(z) By common law, and also by statute 39 & 40 Geo. Ill, c. 88, he has the power of disposing of his personal estate by will;(a) and there can be little doubt, but that any declaration 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 warrant 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. (I) 1 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 ap- pointing *trustees, on any disposition made by them, is coexten- sive with this right, (d) 2 L -* 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 con- fer 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 incapable of holding or disposing of any personal property. But an alien friend may acquire property in goods, money, arid other personal estate, except chattels real, with the same powers of disposition as a British subject. He may therefore convey such property upon trusts, either by act inter vivos, or bywill-G?) 3 (z) Bac. Us. 66 ; Sand. Us. 215. (a) 1 Wins. Bxors. 11. (6) Alexander v. D. of Wellington, IE. & M. 35 ; vide et Stevens v. Bagwell, 15 Ves. 152. (c) Mayor of Colchester v. Lowten, 1 V. & B. 226. (d) Att,-Gen. v. Aspinwall, 2 M. & Cr. 613 ; Att.-Gen. v. Wilson, 1 Cr. & Ph. 1. (e) Com. Dig. (Alien), C. 4 ; 1 Bl. Com. 371. (/) Co. Litt. 42, b. (g) Com. Dig. (Alien), C. 5, 7 ; 1 Bl. Com. 372. (1) By the statute 39 & 40 George III, c. 88, the sovereign is authorized to grant trust property, which has escheated to the crown, to trustees, for the purpose of executing the trusts. or notice. Breckenridge v. Ormsby, 1 J. J. Marsh. 240 ; Allis v. Billings, 6 Mete. 415 ; Price v. Berrington, 15 Jur. 599, 3 Mac. & G. 486 (semble); see Molton v. Camroux, 2 Exch. 487 ; 4 Bxch. 17. Contra, Desilver's estate, 5 Rawle, 111 ; and see Bensell v. Chancellor, 5 Wh. 376 ; though this case can hardly be reconciled with Beals v. See, 10 Barr, 60. J A State may appoint trustees, 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 Hamm. 82 (pt. 2) ; Dartmouth College v. Woodward, 4 Wheat. 578. 2 Catlin v. Eagle Bank, 6 Conn. 233 ; State of Maryland v. Bank of Maryland, 6 Gill & Johns. 206 ; Dana v. Bank of U.S., 5 W. & S. 224; Arthur v. Coram. Bank, 9 S. & M. 394 ; Barry v. Merchants' Exch. Co., 1 Sandf. C. R. 280 ; Hopkins v. Turnpike Co., 4 Hump. 403 ; Reynolds v. Stark County, 5 Hamm. 207 ; Angell on Corporations, 153. 3 See 2 Kent's Comm. 53. In Leggett v. Dubois, 5 Paige, 114, it was held that where an alien purchased land in the name of another, there was no resulting trust. 74 WHO MAY CREATE A TRUSTEE. 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 ;(h) and it would therefore invalidate any convey- ance upon trusts, made by the attainted party subsequently to the com- mission of the crime. However, by the statute 54 - Geo. Ill, 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 offender himself during 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 consideration, convey his personal property to trustees for other persons at any time before his conviction. But if the transaction be collusive, the law, and parti- cularly 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 ;(&) for their goods and chattels are forfeited during that time. By the operation of the Bankruptcy Acts,(Z) the whole present pro- perty of a bankrupt, as well as what he may acquire before obtaining his certificate, 1 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 remains vested in him with all the incidents of property (m) It follows, that a bankrupt may make a valid disposition of such an interest, either upon trusts or other- wise. *By a recent act" for abolishing arrest on mesne process (1 & L 4b J 2 Vict. c. 110, s. 27), the order of the Insolvent Court made upon the petition of a prisoner, has the effect of vesting in the provi- sional assignee the whole real and personal estate of the insolvent, either present, or what he may acquire before he becomes entitled to (h) 4 Bl. Com. 380. (*) 4 Bl. Com, 387; Perkins v. Bradley, 1 Hare, 219. (k) 2 Bl. Com. 499 ; and see Attorney-General v. Richards, 8 Jurist, 230 ; 8 Beav. 380. (I) 6 Geo. IV, c. 16, ss. 63 to 68 ; 1 & 2 Will. IV, c. 56, ss. 25 and 26. (m) Ex parte Safford, 2 Gl. .& J. 128. •Under the 3d section of the Bankrupt Act of 1841, it was held that property ac- quired by a bankrupt between the time of bis discharge and his certificate, did not pass to the assignees. In the matter of Grant, 5 Bost. Law Rep. 11 ; 2 Story, 312 ; Mosby v. Steele, 1 Alab. 300 ; see Ex parte Newhall, 2 Story, 360. WHO MAT BE A TRUSTEE. 75 final discharge. An insolvent, therefore, subsequently to such an order, is equally incapacitated with an uncertificated bankrupt from conveying property to a trustee. 1 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, (n) 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 property sub- ject to the performance of the trust. . And it may be stated generally, that all persons, who are capable of taking a beneficial interest in pro- perty, 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 ; -wherever that incapa- city has not been relieved by the remedies devised by the legislature for that purpose. 2 And there is no question, but that a husband may hold property as a trustee for the separate use of his wife.(p) When trusts were first introduced, it was held, that none but those who were capable of being seised to a use, could be trustees : this doc- trine however has been long since exploded.^) Thus it has long been settled, that a corporation may be a trustee in (n) Att.-Gen. v. Downing, Amb. 550 ; Bennet v. Davis, 2 P. Wms, 316 ; Souley v. Clockmakers' Company, 1 Br. C. C. 81 ; Sand. Us. 349 ; 2 Fonbl. Eq. 142, n. ; 1 Madd. Ch. Pr. 580 ; Co. Litt. 113, a,, u. 2, and lb. 290, b, n. 1, VI. [Story Eq. Jur. g 976 - r Sheppard v. McEvers, 4 J. C. R. 136 ; Dawson v. Dawson, Rice Ch. 243 ; De Barantes v. Gott, 6 Barb. S. C. 492; Crochteron v. Jaques, 3 Edw. Ch. 207 ; and see post, 171.]} (o) 2 Fonb. Eq. 139 n. (p) Bennet v. Davis, 2 P. Wms. 316. [Shirley v. Shirley, 9 Paige Ch. 363 ; Jame- son v. Brady, 6 S. & R. 467 ; Boykins v. Ciples, 2 Hill Ch. 200 ; Picquet v. Swaan> 4 Mason, 455 ; Griffith v. Griffith, 5 B. Monr. 113 ; 2 Kent, 163.] {q) 1 Sand. Us. 348. 1 See Williams v. Chambers, 10 Q. B. 337 ; Rochfort v. Battersby, 2 House ©f Lords' - Cases, 388. 2 Clarke v. Saxon, 1 Hill Ch. 69 ; Bradish v. Gibbs, 3 J. C. R. 523 ; Livingston v. Livingston, 2 J. C. R. 541 ; Dundas v. Biddle, 2 Barr, 160 ; Eyrick v. Hetrick,l Harris (Penna.), 494; or one found a habitual drunkard. Webb v. Deitrich, 7 W. & S. 401. So a nun may be a trustee in Maryland, Smith v. Young, 5 Gill. 197. 76 WHO MAY BE A TRUSTEE. the same manner as an individual. (r) 1 And corporations may to this day be constituted trustees of personal property to the same extent as private persons ;(s) but 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 to the heir at law ; but r=M.cn ^e trust ) if *sufficiently 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. 2 There are not wanting dicta in favor of the affirmative of this proposition. Thus in Penn v. Baltimore, Lord Hard- wicke, after observing that the Duke of York, while a subject, was to be (r) Green v. Rutherford^ 1 Ves. Sen. 468 ; Att.-Gen. v. Foundling Hospital, 2 Ves. Jun. 46 ; Att-Gen. v. Landerfield, 9 Mod. 287. (s) Att.-Gen. v. Ironmongers' Co. 2 Beav. 313. - (i) Powley v. Clockmakers' Co. 1 Bro. C. C. 81. 1 So in the United States generally, where the trusts are within the scope of the pur- poses of its institution. Trustees of Phillips Academy v. King, 12 Mass. 546 ; Vidal v. Girard, 2 How. U. S. 187; Miller v. Lerch, 1 Wall. Jr. 210; Columbia Bridge Co. v. Kline, Bright. N. P. 320 ; Ex parte Greenville Acad. 7 Rich. Bq. 476 ; Angell on Corp. 124. If the trusts be repugnant to or inconsistent with the proper purposes for which the corporation 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 therefore be held void ; a new trustee will be appointed. Vidal v. Girard, ubi sup. Iu New York, however, a different rule has been adopted, at least with regard to chari- table uses. It has been there held that where a legacy is given to a corporation 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 the heir at law. Andrew v. Bible Soc. 4 Sandf. S. C. 156 ; Ayres v. 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 Massachusetts 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 as- sumed to be so in several Acts of Assembly, particularly that of April 6th, 1833 ; though .this has been denied. Vidal v. Girard, 2 How. 187 ; Magill v . 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 lessee, 14 Pet. 122; Miller v. Lerch, 1 Wall. Jr. 321 ; Leazure v. Hillegas, 7 S. & R. 321. s See MeDonogh's Ex'rs v. Murdoch, 15 How. U. S. 367, where a limitation over ou a charitable devise, in case of a forfeiture, to the States of Maryland and Virginia, for the purpose of educating the poor of those States, was held valid. In Mitford v. Rey- nolds, 1 Phill. 185, it was held that the Governor-General of India, and in Nightingale v. Goulbourn, 2 Phill. 594, 5 Hare, 484, that the Chancellor of the Exchequer of Eng- land for the time being, might be respectively trustees for public charitable uses. WHO MAT BE A TRUSTEE. 77 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 trustee."(w) 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.(») In the great case of Burgess v. Wheate,(?/) the Master of the Rolls (Sir Thomas Clarke) draws a dis- tinction between 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 incumbrances of the person forfeiting. The crown holds in this case as a royal trus- tee. 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.(6) 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 person. (c) Yet it is observable, that there is in that case (Pawlett v. Attorney- General) a recognition of the equity without any declaration of the remedy. Whether this remedy has since been settled in the Ex- chequer, zvhere 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 opinion of Hale and Atkyns. I hope that there is no equity, that the subject is not en- titled 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."^) 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 enforce it(e) in a suit against the sovereign. In two instances, where it became necessary to decide the point, the relief was refused. (/)* (u) Penn v. Ld. Baltimore, 1 Ves. Sen. 453 ; vid. et B. of Kildare v. Eustace, 1 Vera. 439; re Roberts, 3 Atk. 309. (a;) 1 Saund. Us. 349; 1 Cruis. Dig. 403. (y) 1 Ed. 177. (z) Burgess v. Wheate, 1 Ed. 203. (a) Id. 229. (6) Id. 246. (c) Pawlett v. Att.-Gen. Hard. 467. (d) Burgess v. Wheate, 1 Ed. 255-6. (e) Pawlett v. Att.-Gen. Hard. 469; Burgess v. Wheate, 1 Ed. 255; Penn v. Ld. Baltimore, 1 Ves. Sen. 453. (/) Pawlett v. Att.-Gen. Hard. 467; Reeve v. Att.-Gen. 2 Atk. 223. [See Hodge v. Att.-Gen. 3 Young & Coll. 342; Giles v. Grovey, 6 Bligh, N. S. 392; but see Pres- cott v. Tyler, 1 Jur. 470 ; Casbord v. Ward, 6 Price, 44.] 1 By the Revised Statutes of New York (part I, ch. 1, art. 1, \ 2, 3d ed.), it is pro- 78 "WHO MAY BE" A TRUSTEE. *However, in consequence of the alteration of the law by ■- J statute, the question with regard to trust property, vested in the crown by escheat, cannot now arise. By the statute 39 & 40 Geo. Ill, 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 amendment of the law relating to the escheat and forfeiture of real and personal property held in trust,(<7) a still more effectual remedy is provided; for by the 2d and 3d sections of that act, no trust property will in future be the subject of escheat in any case, in consequence 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. 1 With regard to trust property becoming vested in the person of the sovereign by descent, or representation to the original trustee, or which he may have held as trustee previously to his acquiring the crown; and also in the improbable case of his being personally appointed a trustee; it would appear that the question, whether he would or would not hold subject to the trust, still remains open. (h) 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 (g) 4 & 5 Will. IV, c. 23. (A) See Perm v. Lord Baltimore, 1 Ves. 453. vided that all escheated lauds, when held by the State or its grantees, shall be sub- ject 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 Movers 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 forfeited, merely by reason of his being an alien or dying without heirs. In Pennsylvania, the Act 29th Sept. 1787, § 11, Dunlop, 3d ed. 163, provides that in case of escheat, the State is to take no other or greater title than the person dying intestate 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 trust. 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'Hanlon v. Den, 1 New Jersey, 582, 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. 1 Now by the "Trustee Act of 1850" (13 & 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 MAY be a trustee. 79 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 en- forcing it. This, if any, would appear to be by a petition of right in the Court of Exchequer ;(l) or in future in the Court of Chancery, since the transfer of the equitable jurisdiction of the Exchequer to that court by the recent statute. (m) 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 circumstances. (n) It is clear, that if the lord had in any way recognized the existence of the trust, as, for instance, by admitting the trustee to a copyhold tene- ment upon trusts expressed in the admission, he would hold as trustee *for the parties beneficially entitled.(o) But the weight of autho- ,-%„■-> rity seems to have been in favor of the lord's taking in these L J cases discharged frdm any trust, which he had not recognized, ( p) as in the case of a mortgagee admitted absolutely to a copyhold, and dying without heirs, (q) However, the equity of the cestui que trust is now clearly established against the lord, by the recent statute; and the question therefore cannot be the occasion of any future difficulty. 1 It seems that an alien may take lands, or hereditaments, by purchase or otherwise, but that on office found they go to the king.(r) 2 It might, therefore, before the statute 4 & 5 Will. IV, c. 23, have been a question (i) 1 Ves. Sen. 453; vid. et Hoveuden v. Ld. Annesley, 2 Sch. & Lef. 617. (k)l Wms. Exors. 113. (1) Com. Dig. (Prerogative), D. 79; Pawlett v. Attorney-General, ubi sup.; Reeve v. Attorney-General, ubi sup.; Burgess v. Wheate, 1 Ed. 255. (m) 5 Vict. c. 5, s. 1. (re) Geary v. Bearcroft, Cart. 67; Eales v. England, Prec. Chan. 200; Burgess v. Wheate, 1 Ed. 230. (o) Weaver v. Made, 1 R. & M. 97. (p) Stephens v. Bailey, Nels. 107; Harg. Jur. Ex. vol. i. 390; 2 Fonbl. Eq. 170, n.; 3 Crnis. Dig. 418. (q) Attorney-General v. D. Leeds, 2 M. & K. 343. (r) Co. Litt. 2, b; Com. Dig. (Alien), C. ' See Evans v. Brown, 5 Beav. 114; Viscount Downe v. Morris, 3 Hare, 394. 2 See Fairfax v. Hunter, 7 Cranch, 621 ; Smith v. Zaner, 4 Alab. 99; Vaux v. Nes- bit, 1 McCord Ch. 352; Montgomery v. Dorion, 7 N. H. 475; Craig v. Radford, 3 Wheat. 594; Clifton v. Haig, 4 Desaus. 330. In New York it has been held that an alien might be a corporator and trustee in a religious society. Commeyer v. United German Churches, 2 Sand. Ch. 186. An alien trustee may convey, and such sale will not be set aside. Ferguson v. Franklins, 6 Munf. 305; see Escheater v. Smith, 4 McCord, 452. 80 WHO MAY BE CESTUI QUE TRUST. ■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 incapa^ city 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 construction put upon the Bankruptcy Acts, does not pass to the assignee ;(s) and by an analogous construction, an assignment by an insolvent under 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, (t) 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 ;(u) and a fortiori, such persons have incurred no legal incapacity to prevent 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 trustee of property vested in him, without divesting himself of the possession 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 in the trust estate, (.y) IV.— WHO MAT BE CESTUI QUE TRUST. All persons who are capable of taking an interest in property at law, r*521 * ma y> t0 tlie extent of their legal capacity, and no further, be- come entitled to the trust of such property in equity.(z) The (s) Scott v. Surman, Willes, 402; Carpenter v. Marnell, 3 B. & P. 40; Gladstone v. Hadwen, 1 M. & S. 526; Exp. Gennys, 1 M. & M. 258. [See post, 269, 304, 530; Kip v. Bank of N. Y. 10 Johns. 63; Blin v. Pierce, 20 Verm. 25;. Ontario Bank v. Mumford, 2 Barb. Ch. 596; Hynson v. Burton, 5 Pike, 492.] (t) Lewin, Trust. 258. [So in the United States, Kip v. Bank of N. Y. 10 John. 63; Kennedy v. Strong, Id. 289; Clarke v. Minot, 4 Mete. 346; Butler v. Merchants' Ins. Co. 14 Alab. 798.] (u) Exp. Painter, 2 Deac. & Ch. 584. (x) Exp. Pye, 18 Ves. 139 ; Wheatley v. Purr, 1 Keen, 551 ; Meek v. Kettlewell, 1 Hare, 469 ; 1 Phil]. 342; Atcherly v. Vernon, 10 Mod. 518; 1 Sugd. V. & P. 171, and cases cited; Thorpe v. Owen, 5 Beav. 224; see post, 82. (y) Owen v. Owen, 1 Atk. 496. ( z ) i Sand. Us. 339. WHO MAY BE CESTUI QUE TRUST. 81 beneficial interest in property may also become, and frequently is, vested in objects as cestui que trusts, whose existence is not recognized at law. 1 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 execu- tion 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 considered, that objection to the title of the crown was not attempted to be urged. But, however this may be, it appears that a trust of personal property may be con- stituted in favor of the crown, in the same manner as in the case of a private person. (b) Even by the old law it seems that the king might take real estate by devise, though not of record ;(e) and it is therefore conceived from analogy, that the court would be bound to recognize a trust even of land, where it is created by devise in favor ofthe king. 2 (a) Gilb. Us. 44; Bac. Abr. (Uses and Trusts), E. 2. (6) Middleton v. Spioer, 1 Bro. C. C. 201 ; Bruramell v. M'Pherson, 5 Russ. 264; 1 Saund. Us. 339, «. (c) Cora. Dig. (Prerogative), D. 66. 1 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 on trust for subscribers thereto, it was held that the title of the grantor was not divested until there were subscribers. 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 ; Graves v. Allen, 13 B. Monr. 192 ; see Ross v. Dun- can, Preem. Ch. 603 ; Frazier v. Frazier, 2 Hill, Ch. 305. So a trust for a slave cannot be enforced either for his own or his master's benefit. Skrine v. Walker, 3 Rich. Eq. 263. In Leiper v. Hoffman, 26 Mississippi, 615, however, it was held that a purchase of land by a slave, with money entirely furnished by herself, and with the acquiescence of her master, in the name of a freeman, was effectual to create the latter a trustee, and that the trust could be enforced against third persons, after emancipation. See Pool v. Harrison, 18 Alab. 515. 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. Thorn- ton, 28 Maine, 355; Shepherd v. McEvers, 4 J. C. R. 136 ; Pleasants v. Glasscocke, 1 S. & M. Ch. 17 ; Bryant v. Russell, 23 Pick, 520. His assent will be presumed in the absence of proof to the contrary, if beneficial to him. Field v. Arrowsmith, 3 Humph. 442. In order, indeed, to constitute a waiver of a trust, there must be a clear, un- equivocal, 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. 2 A conveyance to one and his heirs in trust for the State vests the legal title in the State. Lamar v. Simpson, 1 Richard. Ch. 71. In Nightingale v. Goulburn, 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 Mitford v. Rey- nolds, 1 Phill. Ch. 185. A declaration of trust by the grantee of land for a burying ground for "the Jewish Nation," was supported in Gomez v. The Tradesman's Bank, 6 82 WHO MAY BE CESTUI QUE TRUST. The law does not permit the Statutes of Mortmain to be evaded by the mere substitution of an equitable for a legal estate. Therefore cor- porations cannot acquire an interest in real estate, as cestui que trust, without a license from the crown to hold in mortmain. (d) The statute 43 Geo. Ill, 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 propef ty, corporations in general are on the same footing as private persons. 1 *The operation of the Bankruptcy and Insolvency Acts ex- L -• 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 2(H., 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, though an alien friend may take an equita- ble as well as a legal property in chattels personal, yet he cannot pro- (d) Co. Litt. 99, a. ; 1 Sand. Us. 330, n. (e) Supra. 4 Sandf. S. C. 106 ; but no objection 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 consis- tent with Leggett v. Dubois, &c, post, 53, note 1. Though the Act of Congress of May 1st, 1820, prohibits purchases of land on account of the United States, except where authorised by special Act, this does not apply N where land is conveyed in trust to sell and pay a debt due the United States; and the latter may be a cestui que trust of the proceeds. Neilson v. Lagow, 1 2 How. U. S. 107. 1 Where a corporation has powef under its charter to take real and personal 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 in- consistent with, the proper purpose for which the corporation was created, it may not be compellable to execute it, but the trust (if otherwise exceptionable), will not he 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 institu- tion, 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 col- lege, 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 corporation incom- petent to execute them, the heirs of the devisor could not take advantage of such in- ability ; 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, page 48, note 1.] WHO MAY BE CESTUI QUE TRUST. 83 tect himself from forfeiture by taking a conveyance of real estate in the name of a trustee^/) 1 And the same may be predicated of traitors, felons, and outlaws, during the continuance of their legal incapacity. 2 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 sepa- rate existence as the recipients of property is not recognized or admitted by the common law. Such are those numerous institutions and associa- tions 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 gradually permitted by the courts of equity to acquire the beneficial enjoyment of a large portion of the pro- perty of the country. The statute 9 Geo. II, c. 36 (usually called the Statute of Mortmain), 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 judi- cial construction. However, the capacity of such objects to take the beneficial interest in personal property is not affected by the Mortmain. (/) Sugd. V. & P. 2d vol. 9th ed. 35, 106; 1 Sand. Us. 339, n. ; 3 Ch. Rep. 35. 1 Atkins v. Kron, 5 Ired. Eq. 207 ; Hubbard v. Goodwin, 3 Leigh, 492 ; Rittson v. Stord}', 19 Jur. 771. Equity will not raise a resulting trust in favor of an alien. Leg- gett y. Dubois, 5 Paige, 114; Hubbard v. Goodwin, ut supra; Phillips v. Cramond, 2 Wash. C. C. R. 441 ; Taylor v. Benham, 5 How. U. S. 270 ; though see Farley v. Ship- pen, Wythe, 135. But he may be cestui que trust of personalty : Brad well 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; Meakings v. Cromwell, 1 Selden, 136 ; 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. Trezevant v. Howard, 3 Desaus.' 87. In McGaw v. Calbraith, 7 Richard. Law, 74, however, a devise in trust for an alien, the trustee to hold the legal title and to accu- mulate the rents and profits until, and to conve^ to the cestui que trust when, the latter became duly naturalized, was held valid ; and it was further held that in case of the death of the cestui que trust, without naturalization, there was no escheat, but a resulting trust for the heir. As to part of the land, however, the rents and profits were directed to go to the alien from the death of the testator, and it was decided that these were forfeitable to the State, until the death or naturalization of the cestui que trust. Ibid. 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. Hamersley v. Lambert, 2 J. C. R. 508. 2 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 ex- ecutors, and was not divested by the conviction, though they became thereupon trustees for the crown. See Stokes v. Holden, 1 Keen, 153. 84 WHO MAY BE CESTUI QUE TRUST. Act, and the court is always disposed to put a liberal construction upon such dispositions in favor of charitable uses.(^) In these cases there are usually no persons capable of enforcing their _ r ._ *rights as cestui que trusts, but their interests will be repre- *- -• sented by the Attorney-General as the officer 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 ob- jects capable in equity of taking a beneficial interest in property both real and personal as cestui que trusts to the extent limited by the legis- lature. The extent and nature of those limitations, and their effect upon the validity of trusts of this description, will be reserved for future consideration. An illegitimate child, when born, or in ventre sa mere, may beyond all doubt be the object of a trust ; but a trust in favor of illegitimate children, not in existence, but to be born thereafter, will not be en- forced. (A) {g) Moggridge v. Thackwell, 2 Ves. ?8 ; White v. White, Id. 423 ; Ponbl. Eq. 211. (7i) Wilkinson v. Wilkinson, 1 N. C. C. 657. [In re Connor, 2 Jones & Lat. 456; see Pratt v. Plaraer, 5 H. & J. 10 ; Gardner v. Heyer, 2 Paige, 11 ; Collins v. Hoxie, 9 Paige, 81 ; Evans v. Davies, 1 Hare, 498 ; Owen v. Bryant, 21 Law J. Chane. 860.] PART I.* [*55] THE CONSTITUTION OP TRUSTEES. The legal owner of property is prima facie entitled to its beneficial enjoyment ; and in order to convert him into a trustee, there must be a sufficient 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 declaration ; 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 accept the trust. DIVISION I. THE CONSTITUTION OF TEUSTEES 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 OF TRUSTEES BY PAROL. SECT. I.— WHAT MAY BE THE SUBJECT OF A PAROL TRUST. Uses in the beginning were of a secret nature, and depended merely on a parol agreement or declaration between the feoffee to uses and the 86 CREATION OF TRUSTEES BY PAROL. 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.(6)' Lord Chief Baron Gilbert has extracted a principle from the cases *which seems to reconcile their apparent contrariety. That emi- L J nent writer, in his " Treatise on Uses," observes, " At common 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 deedVas 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 parol 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. (d) In considering this question, it is material not to lose sight of the distinction between the raising of a use originally by verbal declara- tions, 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 exclusion 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 land, tenements, or hereditaments, shall be mani- fested 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 operation of the act trusts arising or resulting by the implication or construction of law. 2 (a) Sand. Uses, 210. (6) Stor. Eq. Jur. - J "to the end" or "Jo the intent" that the donee should apply it to certain purposes.^) 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 abundantly exemplified the doctrine 6f the court on this point ; showing that in every case the general purpose and intention of the donor, (3) Crockett v. Crockett, 1 Hare, 451. (r) Woods v. Woods, 1 M. & Cr. 401 ; [see the remarks on this case in 2 Phil]. 553.] (s) Brown v. Cassamajor, 4 Ves. 498 ; Hamley v. Gilbert, Jac. 354 ; Wetherell v. Wilson, 1 Keen, 80 ; [see Browne v. Paull, 1 Sim. N. S. 92 ; Costabadie v. Costabadie, 6 Hare, 416 ; Crockett v. Crockett, 2 Pbill. 553; White v. Donnell, 3 Maryl. Ch. 526.] (t) Stubbs v. Sargon, 2 Keen, 255 ; and 3 M. & Cr. 50?. (w) Broad v. Bevan, 1 Russ. 511, n. (x) Burrell v. Burrell, Ambl. 660 ; Raikes v. Ward, 1 Hare, 445. 1 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," came up again in 5 Hare, 326, 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, absolutely, 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 application of it, or she had a power in favor of the children, with a life estate in herself. So in Hart v. Tribe, 18 Beav. 215, 23 L. J. Ch. 462, where there was a gift to a wife " to be used for her own and the children's benefit, as she shall think best ;" and recommending her not to diminish the principal, it was held by the Master of the Rolls, following Crockett v. Crockett, that the fund must be invested, that the wife was entitled to the income for life, that the children had an interest in the capital, but that she had a discretion to exercise in disposing of it, which the court would not interfere with if exercised in good faith, though liberty was given to apply with respect thereto. A gift under the same will, of a small sum, " for the present expenses of a wife and children," was held to vest absolutely in the wife, though one of the children was an adopted child, afterwards taken away from her. So under a will in these words : " I give and bequeath all my property of whatever de- scription to my wife for the maintenance of herself and our children" (naming seven in number), " and I constitute my said wife to be sole executrix," &c, it was held that a trust was thereby constituted for the benefit of the children. In re Harris, 1 Exch. 344. And see on this subject, remarks in Webb v! Woolls,,2 Sim. N. S. 267. 2 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, pro- vided he discharges the duty of maintaining and educating. Browne v. Paull, 1 Sim. N. S. 92 ; Hadow v. Hadow, 9 Sim. 438. The parent, however, must render an account to the legacy duty office, for the purposes of the duty. In re Harris, 1 Exch. 344. WHAT FIDUCIARY EXPRESSIONS CREATE A TRUlS and not the use of one particular term or another, will decide tr tion, whether a party does or does not take in a fiduciary character.^ 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 en- tirely 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 termi- norum, 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 objects of that power.(a) Where a gift is conclusively and absolutely impressed with the cha- racter 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 property is given, is to take it. in trust; there, though the trust is not declared, or is ineffectually de- clared, or becomes incapable of taking effect, the party taking will be a trustee, — if not for those who were to take by the instrument, for those who take under the disposition of the law."(b) 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 exceptions, will be reserved more conveniently for discussion in a future chapter, (c) According to the general principles of construction, the court will always strive to give effect to every part of an instrument. Therefore, where a bequest to a person is couched in such terms, as would, if un- controlled, undoubtedly convert him into a trustee, but expressions are added, indicating an intention to give him the beneficial enjoyment, — as, *for instance, where it is given him " for his own use and benefit ;" the court will endeavor, if possible, to give effect to those addi- *- -I (y) See Gilbert v. Beunett, 10 Sim. 371 ; Thorp v. Owen, 2 Hare, 607 ; Kilvington v. Gray, 10 Sim. 293. [Porter v. Bank of Rutland, 19 Verm. 410 ; Erickson v. Willard, 1 N. Hamp. 217.] (2) Moriee v. Bishop of Durham, 10 Ves. 536'; Ommaney v. Butcher, T. & R. 270 ; Gibbs v. Rumsey, 2 V. & B. 297 ; Ball v. Vardy, 1 Ves. Jun. 270 ; Thorp v. Owen, 2 Hare, 607 ; [see the remarks on this case In re Harris, 7 Bxch. 348 :] Randall v. Hearl, 1 Anstr. 124. See post, Sect. 3, as to where a power will be a trust. (a) Burrell v. Burrell, Ambl. 660 ; Hockley v. Mawby, 1 Ves. Jun. 150 ; Walsh v. Wallinger, 2 R. & M. 78; vide post, Sect. 3. (6) Moriee v. Bishop of Durham, 10 Ves. 537. [Briggs v. Penny, 13 Jur. 905.] (c) Post, Div.. II, eh. I, sect. 3. (1) 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. 102 A POWER IN THE NATURE OF A TRUST. tional words, and will decree the donee to take absolutely and not as a trustee.(d) HI.—WHERE A POWER WILL CREATE A TRUST. In the abstract, the distinction between a power and a trust is suffi- ciently marked and obvious. "Powers," as Lord C. J. Wihnot 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 imperative, 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 inti- mately blended, either by the express terms or by necessary construc- tion, that it becomes a question of great nicety to determine whether the direction is or is not imperative on the conscience 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 intrusted 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 requi- sition of the will, put upon him as such by the testator, who has given him an interest extensive enough to enable him to discharge 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 circum- stances, 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 difficulty 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 re- mains as to what will create such a duty, independently of any impera- tive directions in the will. On this point it may be observed, 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, admitting of very grave argument, (d) Lawless v. Shaw, 1 LI. & Goul. 558 ; [5 CI. & P. 129.] Wood v. Cox, 1 Keen, 317 ; and 2 M. & Cr. 684 ; Bardswell v. Bardswell, 9 Sim. 319 ; and see Meredith v. Heneage, 1 Sim. 555. (e) Wilm. 23 ; Brown v. Higgs, 8 Ves. 570 ; 2 Sugd. Pow. 173, 6th ed. ; see Godol- phin v. Godolphin, 1 Ves. 21. , (/) Brown v. Higgs, 8 Ves. 570, 4. [See Miller v. Meeteh, 8 Barr, 417; Gibbs v. Marsh, 2 Metcalf, 243 ; Withers v. Yeadon, 1 Rich. Ch. 324.] ' ' A POWER IN THE NATURE OP A TRUST. 103 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 material distinction between those cases where the absolute interest is given to the *donee of the power, and where consequently the exercise of r*«c"i 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 intention or wish of the testator to qualify the gift to him would thus be disap- pointed. Consequently, in such cases, the court has always 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 the tenant for life to be exercised after the determination of his life estate; or a fortiori where the party to whom it was given takes no beneficial interest, the same arguments on behalf 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 uniform. Indeed where they have been held entitled, in default of appointment, 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.(&) 1 (g) Jones v. Clough, 2 Ves. 367 ; see Bull v. Vardy, 1 Ves. Jun. 270 ; 2 Sugd. Pow. 175, 6th ed. (h) See Crossling v. Crossling, 2 Cox, 396. (i) Hardying v. Glynn, 1 Atk. 468 ; Brown v. Higgs, 4 Ves. Jun. 708 ; S. C. 8 Ves. 561 ; Forbes v. Ball, 3 Mer. 437 ; Birch v. "Wade, 3 V. & B. 198. [Ware v. Mallard, 21 Law J. Chanc. 355.] (k) Bull v. Vardy, 1 Ves. Jun. 271 ; 2 Sugd. Pow. 177 ; and* see Cox v. Basset, 3 Ves. 155, 164. 1 A testator devised his real estate and negroes to his son, Gr. 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." Gr. W. died, leaving a will whereby he devised the whole of his estate to his wife, with directions 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 Gr. W., coupled with a power in trust to ap- point at his discretion among his children, (2) but the power could not be delegated, and (3) that as Gr. W. had neglected to exercise the power, his children 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 estate, after the payment of his debts, " wholly to his wife, to be disposed of by her, and divided 104 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 1000?., 100?. of it to A., and 100Z. to B.; the rest to be disposed of by her will. The wife died without having made any disposition of the 1000?. or any part of it. On a suit by A. against the wife's, executor, claiming the 1001, the Court of Exchequer held, that this was no absolute legacy, but a naked power in the wife, and dismissed the bill. In the Duke of Marlborough v. Godolphin,(m) a gift by a testator of 30,000?. to his wife for life, and after her decease, to be divided and dis- tributed 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 distinction between a gift " amongst (Z) 1 Ves. Jun. 270. (m) 2 Ves. 61 ; 5 Ves. Jun. 506. 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 appropriate it to their use, at her dis- cretion ; 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 estate in these words : " All the rest and residue of my estates, both real and personal, I give and bequeath to my two brothers A. and B., whom I appoint my executors, with full con- fidence 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 ac- cording 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 excluded 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 thereafter, 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. But see the remarks on this case in Gilbert v. Chapin, 19 Conn. 351, and see that case, and Harper v. Phelps, stated post, 72, note. The court also in this case, the executors having died without an appointment, directed a reference to determine who were the most needy. In McNeilledge v. Galbraith, 8 S. & R. 43, however, there was a bequest of a residue to be divided, at the death of the testator's widow, " among her and my poor relations equally," and it was held that the next of kin at the testator's death took per capita, the court saying that it was impossible to distinguish between degrees of poverty. See also Harrison v. Harrison, 2 Gratt. 1, and post, p. 71, 72, and notes. In Robinsons v. Allen, 11 Gratt. 785, a testatrix gave certain property, real and personal, to her husband for his life, with authority to use the same as he pleased in every respect. She then said, " At the death of my husband, or before, if he chooses to relinquish his rights, I give all the land and other property to one or more of the children of R. (a step-daughter) as he may designate, or authorize, should it be neces- sary, him to make such other disposition of the same as he may deem proper, having full confidence in him that he will do what is right ;" but no other disposition was made of the remainder in fee. The husband died in the lifetime of the testatrix. It was held, under the circumstances, that no effect could be given to the provision for the children of R. ( by reason of its uncertainty, aud that they took no interest by way of trust or otherwise. A POWER IN THE NATURE OE A TRUST. 105 my children as A. should appoint," which he considers a trust, and a gift " amongst such of my children," &c, which he held to be a mere power, (n) In Crossling y. 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 Ex- chequer 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. *In the case of "Brown v. Higgs,(^>) already mentioned, an r*oq-i 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 Alvanley seemed to think this a mere power : an opinion which is supported by the concurrence of Sir E. Sugden.(g') However, at the presont day, the courts will endeavor, if possible, 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. Crossling, 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 ;"(t) or where there is a gift, after the death of testator's wife, to such of his grandchildren as she. should appoint(w) (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 exer- cise of that power they will be all equally entitled, (a;) The case of Brown v. Pocock,(2/) before Sir L. Shadwell, V. C, is a remarkable instance of the disposition of the courts to adopt this con- struction 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 («) See 2 Sugd. Pow. 178. However, it seems that this distinction can no longer be supported, vide post, 69. (o) 2 Cox, 396. (p) 4 Ves. Jun. 708. (q) 2 Sugd. Pow. 180, 6th ed. (r) See Lord Eldon's observations in Brown v. Higgs, 8 Ves. 576 ; vide et 2 Sugd. Pow. 179, 180. (*) Mason v. Limbury, 2 Sugd. Pow. 181. (t) Kemp v. Kemp, 5 Ves. 849. («) Witts v. Boddington, 3 Bro. C. C. 95. (x) Davy v. Hooper, 2 Vern. 665 ; Madison v. Andrews, 1 Ves. 57 ; Hockley v. Marsby, 1 Ves. Jun. 143 ; Longmoore v. Brown, 2 Ves. 124; Fowler v. Hunter, 2 Y. & J. 506 ; Walsh v. Wallinger,"2 B. & M. 78 ; Kennedy v. Kingston, 2 J. & W. 431. [Whitehurst v. Harker, 2 Ired. Ch. 292.] (y) 6 Sim. 257. 106 A POWER IN THE NATURE OF A TRUST. 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 exe- cuted give and bequeath the same. A. died, having made an invalid appointment of the fund; and the Vice-Chancellor 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,(z) 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 be 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 Gon- sent : 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 immediate benefit of her daughter and children ; but if the daughter should not be married in her mother's lifetime, then that the fund should P^ be in trust for the daughter's benefit and a vested *interest in ■- -■ her at 21, with a trust over on the death of the daughter without 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.iz) 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 charac- ter.^) 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, (<#) 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 apportion- (z) Croft v. Adam, 12 Sim. 639. (a) Pritchard v. Juinchant, Ambl. 126 ; S. C. 5 Ves. 596, n.; 2 Sugd. Pow. 183. (6) Ante, Sect. 2. (c) Burrell v. Burrell, Ambl. 660 ; Raikes v. Ward, 1 Hare, 445 ; Hockley v. Maw- bey, 1 Ves. Jun. 143; Harding v. Glyn, 1 Atk. 469; Brown v. Higgs, 4 Ves. 708; Forbes v. Ball, 3 Mer. 437. [Withers v. Yeadon, 1 Rich. Ch. 324; Collins v. Carlile's Heirs, 7 B. Monr. 14.] (d) Reade v. Reade, 5 Ves. 744. (e) Kennedy v. Kingston, 2 J. & W. 431 ; Morgan v. Surmnn, 1 Taunt. 289; "Walsh v. Wallinger, 2 R. & M. 78 ; Gasterton v. Sutherland, 9 Ves. 445 ; Kemp v. Kemp, 5 Ves. 849. CREATION OF TRUSTS BY PRECATORY WORDS. 107 ment of their interests, -will not affect the stringency of the trust ; for it seems that the distinction taken by Lord Hardwicke, in the Duke of Marlborough v. Grodolphin,(/) cannot now be supported. () "will and desire,"^) " request, "(r) "wish and request,"(s) " entreat,"(£) " recommend,"(w) "hope,"(a;) "in the fullest confidence, "(«/) "not doubting, "(z) "trusting and wholly con- tra) Malim v. Kneightley, 2 Ves. Jun. 335 ; Paul v. Compton, 8 Ves. 380 ; Wright v. Atkins, T. & R. 157 ; Knight v. Knight, 3 Beav. 172. [Harrison v. Harrison, 2 Grattan, 1 ; Lucas v. Lockhart, 10 Sm. & M. 466.] (o) Carry v. Carry, 2 Sch. & Lef. 189. [But see Knight v. Boughton, 8 Jur. 923 ; 11 CI. & P. 513 ; and Williams v. Williams, 1 Sim. N. S. 35.] (p) Mogridge v. Thackwell, 7 Ves. 36 ; Mason v. Limbury, cited in Vernon v. Ver- non, Ambl. 4 ; Harding v. Glin, 1 Atk. 468 ; Cruwys v. Colman, 9 Ves. 319 ; Legge v. Asgill, T. & R. 265, n. {q) Bdes v. England, 2 Vern. 466 ; Birch v. Wade, 3 V. & B. 198 ; Forbes v. Ball, 3 Mer. 437. (r) Nowlan v. Nelligan, 1 Bro. C. C. 489 ; Pierson v. Garnet, 2 Bro. C. C. 38 ; Eade v. Eade, 5 Mad. 118. (s) Foley v. Parry, 2 Sim. 138 ; S. C. 2 M. & K. 138. (t) Prevost v. Clark, 2 Mad. 458 ; Taylor v. George, 2 V. & B. 378. (u) Malim v. Kneightley, 2 Ves. Jun. 333 ; Tibbitts v. Tibbitts, 19 Ves. 656; Har- wood v. West, 1 Sim. & St. 387 ; Ford v. Fowler, 3 Beav. 146 ; overruling Cunliffe v. Cunliffe, Amb. 686. [But see post, page 72, note.] (x) Harland v. Trigg, 1 Bro. C. C. 144. (y) Wright v. Atkins, 1 V. & B. 313 ; S. C. T. & R. 143 ; Podmore v. Gunning, 7 Sim. 644 ; [Ware v. Mallard, 21 Law J. Chanc. 355. But see Webb v. Woolls, 2 Sim. N. S. 267, and post, 72, note.] (2) Massey v. Sherman, Ambl. 520 ; Parsons v. Baker, 18 Ves. 476 ; Taylor v. George, 2 V. &B. 378. 1 To these requisites, a fourth has been added by recent English authorities, — cer- tainty in the manner in which the trust is to be performed. Knight v. Boughton, 11 CI. & Fin. 513; Reeves v. Baker, 18 Jurist. 588; 18 Beav. 372; 23 L. J. Ch. 599. And this, it was said in the latter case, might be referred partly to the subject-matter, and partly to the object of the trust, and reduced either to one or the other. CREATION OF TRUSTS BY PRECATORY W-ORDS. 109 fiding,"(a) have teen considered sufficient to raise -a trust, where the two other requisites, viz., certainty of the object, and the subject, are also complied with. 1 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 discretion, no trust r*no~i will be created. Thus where a testator " empowered" his wife to give away at her death certain sums to parties named in his will, and the wife died without making any appointment : it was decided by Lord Chief Baron Byre, that no trust was created in favor of those parties, it being a mere naked authority in the testator's wife.(5) And if the testator himself declare, that the words of recommenda- tion 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, "Z most earnestly wish, that my said sons may give or settle their respective shares on their respective daugh- ters 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. (d) 2 (a) Wood v. Cox, 1 Keen, 317; S. C. 2 M. & Cr. 684; Griffiths v. Evans, 5 Beav. 241. [Baker v. Mosley, 12 Jur. 740.] (6) Bull v. Vardy, 1 Ves. Jun. 270 ; and see Randall v. Hearle, 1 Anst. 124; and ante, See. 3 ; Coxe v. Basset, 3 Ves. 157. (c) Young v. Martin, 2 Young & Coll. Ch. 582, 590, 7 Jur. 1197. [See Huskisson v. Bridge, 20 Law J. Chanc. 209.] (a!) 2 Young & Coll. Ch. 592. 1 In Briggs v. Penny, 3 Mac. & G. 546, 16 Jur. 93, affirming S. C. 13 Jur. 905, the rule on this subject was thus laid down by Lord Chancellor Truro as the result of the authorities. " Words accompanying a gift or bequest, expression of confidence, or be- lief, or desire, or hope, that a particular 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; secondly, the subject must be certain; and thirdly, the object expressed not too vague or indefinite to be enforced." (See Corporation of Gloucester v. Osborn, 1 House Lords Cas. 272.) In the former 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 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 accordance to my views and wishes.'" It was held that S. P. did not take the residue beneficially. See the remarks on this case in Cowman v. Harrison, 17 Jurist, 313. 2 Although the words " it is my wish" in a will generally operate as a direct bequest, 110 CREATION OF TRUSTS BY PRECATORY WORDS. 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 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 distinction between them. The current of decisions of late years has been against converting the legatee into a trustee."^) 1 (e) Sale v. Moore, 1 Sim. 540 ; vid. et Meredith v. Heneage, 1 Sim. 551 ; Wright v. Atkins, 1 V. & B. 315'; Ex parte Payne, 2 Y. & Coll. 636. [Knight v. Boughton, 11 CI. & F. 513; Williams v. Williams, 1 Sim. N. S. 35; White v. Briggs, 2 Phil. 583; Webb v. Woolls, 2 Sim. N. S. 267 ; Lomax v. Ripley, 24 L. J. Ch. 257 ; Johnston v. Rowlands, 2 De G. & S. 356, 12 Jur. 769; Pennock's Estate, 1 Am. Law Register, 360 ; 20 Penn St. 268 ; Ellis v. Ellis, 15 Alab. 301 ; Gilbert v. Chapin, 19 Conn. 342.] yet they will be construed to mean rather an inclination of mind, than an act of the will, where a different construction would produce repugnancy or inconsistency: Bran- son v. Hunter's Admin. 2 Hill Ch. 490 ; and so of words of recommendation or desire generally. Knott v. Cottee, 2 Phill. 192. 1 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 proper, it was held that no trust was created. Johnston v. Rowlands, 12 Jur. 769 ; 2 De G. & Sm. 356. 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, however, he recommended her to divide among certain persons. White v. Briggs, 15 L. J. Ch. 182, overruling S. C. 15 Sim. 33. In Williams v. Williams, 1 Sim. N. S. 358 (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 mypower to give, using your judgment as to where to dispose of it amongst your children, when you no longer can enjoy it yourself. But I should be unhappy if I thought it possible that 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 effect, 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 're- commendation,' are or are not to be considered as obligatory.'' See the remarks 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 provisions of a more definite and positive import in the same instrument. In a very recent case, Webb v. Woolls, 2 Sim. N. S. 267, the Vice Chancellor (Kindersley) 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 effect to the absolute gift. Therefore, where in that case, the testator had devised in these words, " All my property, of whatever descrip- CREATION OF TRUSTS BY PRECATORY WORDS. Ill In the case of Sale v. Moore,(/) a testator gave his residue to his wife, " recommending to her and not doubting that she would consider (/) Sale v. Moore, 1 Sim. 534. tion, 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 dispose 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., And in Reeves v. Baker, 18 Beav. 372 ; 23 L. J. Ch. 599 : 18 Jur. 588, a devise of a residue of real and personal estate to a wife absolutely, " being fully satisfied that she will dispose of the same by will or otherwise, in a fair and equitable manner to our united relatives, bearing in mind that my relatives are generally in better worldly circumstances than hers," was held, by the Master of the Bolls, not to create a trust, but that the wife took an absolute estate both in the real and personal estate. In Ware v. Mallard, 21 L. J. Ch. 355, 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 appro- priate the same for the benefit of his children, was held to be a gift of an estate for her life, with a power of appointment in favor of her children, and a gift to them, in default of appointment, as joint tenants. The opinion of V. Ch. Turner, in this case, which is obviously in conflict with the foregoing, is very brief and unsatisfactory. See further Winch v. Brutton, 14 Sim. 379. A direction in a will that a certain person should be employed as agent and manager of the testator's estates, whenever his trustees should have occasion for the service of a person in that capacity, does not create a trust which equity could enforce. Pinden v. Stephens, 2 Phill. 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 dis- cretion appropriate a part of the income of my estate aforesaid, not exceeding $50 a year, to the support of» my widow M. E." It was held that this clause with other ex- pressions 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 my 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. See, however, the remarks on this case in Gilbert v. Chapin, 19 Conn. 351, where the language of the court in Bull v. Bull, is disapproved. In Gilbert v. Chapin, there was a devise of- all the testator's real and personal estate to his wife and her heirs, "recommending her to give the same to my children, at such time and in such manner, as she shall think best." It was held that these words ci-eated no trust, and that the widow had and estate in fee simple. J. 3. Waite and Ellsworth dissented. In the opinion of the majority of the court, the earlier English doctrine on the subject of recommendatory trusts was treated with disapprobation. " No trust, it was said by Ch. J. Church, will be raised by expressions in a will importing recommendation, hope, confidence, desire, &c, unless there is certainty as to the parties who are to take ; nor if a discretion whether to act or not, be left with a devisee or so-called trustee." In the subsequent case of Harper v. Phelps, 21 Conn. 257, this view of the law was approved and followed. There a testator devised a dwelling-house to a niece (living in the house at the making of the will), to be furnished from his estate in a manner suitable for her family's use ; and an annuity of $2000, from a trust fund created by the will, during her life, for the support of herself 112 CREATION OS TRUSTS BY PRECATORY WORDS. 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 trust and her nephews and nieces, whom she then had under her care, and of such other persons as she from time to time might wish and request to be members of the family. It was held, that no trust was created which would be enforced in equity, as it was im- possible to say who were to be the beneficiaries or in what proportion they were to take. In Lucas v. Lockhart, 10 Sm. & M. 466, a husband by his will gave to his wife the en- tire profit of all his estate during her life, " intrusting to her the education and main- tenance of his children," and provided also,, for the education and maintenance 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. So in Hunter v. Stembredge, 12 Geo. 192, where a testator devised his plantation to his son H. and then said, after bequeathing a negro to his wife, " and I also allow my son H. to give her a support off my plantation during her lifetime," it was held upon the whole of the will, that the testator, who was an illiterate man, used the word " allow'' as expres- sive of his intention that the son should support his widow, and that an absolute charge was created. 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 personal, are left in fee simple to her, only requesting her to make an equal distribution amongst our heirs, and desiring her to do for some of my faithful servants, whatever she may think will most conduce to their welfare, without regard 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 remainder in fee in the estate, to commence in possession at the widow's death, or earlier, at her election; 3. That the widow might make advancements to the 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 con- venient enjoyment, advancement, or division. In a recent case in the same State, a testator devised as follows : " Having implicit confidence in my beloved wife F. and knowing that she will distribute to each of my children in as full and fair a manner aa I would, I hereby invest my said beloved wife F., with the right and title of all my pro- perty, both real and personal, to dispose of to each of my children, in any way that she may think proper and right ;" and by a subsequent clause, it was provided that if F. died without making a will, the children should have an equal distribution of the testa- tor's estate. It seemed to be considered clear by the court, though the point was not necessary to the case, that a trust for the children was created, but it was held that F. had an unlimited power as to the time and manner of- distributing the property among the testator's children, whether in her lifetime or at her death ; and that a power of sale for such purpose was therefore implied. Steele v. Levisay, 11 Gratt. 454. In Thomp- son v. McKisick, 3 Humph. 631, a different conclusion was arrived at. There the he- quest was of certain negroes to the testator's daughter, " to be hers forever, to be dis- posed of as she may think proper 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 children, &e. So in Ellis v. Ellis, 15 Alab. 296, it was held that a devise of the whole of the testator's real and personal estate, after payment of debts, to his wife, " recommending her at the same time to make some small allowance at her con- venience to each of my brothers and sisters ; say to each $1000," did not create a trust. CREATION OF TRUSTS BY PRECATORY WORDS. 113 for the testator's next of kin, and decided that the wife took the residue absolutely^/) And in another case, where a testator 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 encourage- ment," Sir L. Shadwell, V. C, determined, that no trust was created in favor of the children of Francis. (Jjf) In Lechmere v. Lavie,((/) a tes- tatrix, 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 obligation *upon the two eldest daughters. (#) And in r ^~„-. Pope v. Pope,(A) it was determined by Sir L. Shadwell, V. C, L J (/) Sale v. Moore, 1 Sim. 534. (ff) Benson v. Whittam, 5 Sim. 22. Iff) Lechmere v. Lavie, 2 M. & K. 197. (h) Pope v. Pope, 10 Sim. 5. It was stated by Judge Chilton, to be the " true rule of interpretation to give such recom- mendatory expressions their natural, and ordinary, and familiar sense, and having arrived at the true intention of the testator, to let that intention, if lawful, be the rule of decision in the particular case." Id. p. 301. This, doubtless, is the result of the modern English and American decisions. See also Skrine v. Walker, 3 Rich. Eq. 262. The subject of trusts created by precatory words, has recently 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 children, and at her de- cease or marriage, should either take place before they come of age, then among them equally." By a subsequent will, revoking all others, he devised, after payment of his debts, the use, benefit, 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 children." It was held there that the widow was entitled to the income for life, merely of the personalty, and was a trustee for the children. The word " surplus" was construed to apply only to what should remain after payment of debts. The same will came again before the Supreme Court, in McKonkey's Appeal, 1 Harris, 253, when a somewhat different view was taken of its construction. 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, however, were merely interlocutory in the cause. In Pennock's Estate, 20 Penn. St. 268, 1 Am. Law Reg. 342, the case came up for final determination, and after full argument, the former cases were overruled, 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 provi- sions of the Roman law in regard to legacies, 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 convert a devise or bequest into a trust ; but that such words might amount to a de- claration of trust when it appeared from other parts of the will, that the testator intended not to commit the estate to the devisee or legatee, or the ultimate disposal of it to his kindness, justice, or discretion. 8 114 CEEATION OF TRUSTS BY PRECATORY WORDS. that a gift by a testator of the capital of his business to his wife, " trusting that she -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.(i) 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 continuing 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 impera- tive, to create a trust in favor of the male line.(i) The effect of expressions of this nature, in creating a trust, depends entirely on the supposed intention of the donor, to be gathered from the whole tenor of the instrument ;(&) therefore, words which when taken by themselves would clearly create a trust, have frequently been controlled in their operation when they are annexed to expressions, purporting to give the absolute enjoyment and disposal of the property in question to the donee. (Z) 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,(m) 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 ;"{p) — those expressions 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 testator "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, (q) which has been already stated, is also one of this description. The second requisite for creating a trust by means of expressions of (h) Pope v. Pope, 10 Sim. 5. (i) Knight v. Knight, 3 Bear. 148, 178; [affirmed on appeal, 11 CI. & F. 513.] (k) Meggison v. Moore, 2 Ves. Jun. 633. (I) Meredith v. Heneage, 1 Sim. 556 ; Knight v. Knight, 3 Beav. 174 ; Wood v. Cox, 2 M. & Cr. 684; vid. et. Bland v. Bland, 9 Mod. 478 ; S. C. 2 Cox, 349. (to) Meredith v. Heneage, 1 Sim. 542, 555 ; Knight v. Knight, 3 Beav. 174. (n) Hoy v. Master, 6 Sim. 568. (o) Bardswell v. Bardswell, 9 Sim. 319. (p) Knight v. Knight, 3 Beav. 177 ; vid. et Curtis v. Rippon, 5 Mad. 434; Hoy v. Master, 6 Sim. 568 ; Wilson v. Major, 11 Ves. 205. [Huskisson v. Bridge, 20 Law J. Chanc. 209.] (g) 2 Y. & Coll. Ch. 582, 7 Jur. 1147. CREATION OF TRUSTS BY PRECATORY WORDS. 115 this nature is, that the subject of the recommendation or wish be certain. 1 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 personal, made an ab- solute *gift of his real and personal estates ; and, after referring r*7zn to the estates, which he took under his grandfather's will, con- cluded by " trusting to the justice of his successors in continuing ' the estate' in the male succession according to the will of his grandfather;" Lord Langdale, M. R., considered, that the property which was the sub- ject of the recommendation, was not described with sufficient accuracy, it being uncertain whether it was the testator's intention to include the personal estate, or anything besides the estates of his grandfather, to which he had himself succeeded.(r) 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 sub- ject intended by the expression, " whatever she can transfer," and there- fore, that the gift to the daughters was void for uncertainty.(s) However, any description, no matter how unteehnical or inartificial, will be sufficient, as long as it points out clearly what is the property to which the trust is intended to apply. Therefore the subject has been considered to be defined with sufficient accuracy by the description of " what fortune he (the first taker) should receive under the testator's will ;""(*) or, " what (the first taker) has in her own power to dispose of that was mine,"(M) 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 mother and her heirs for- ever, in the fullest confidence that she would devise "the property" to his family ; Lord Eldon considered that the subject was described with sufficient certainty, although his lordship seems to have regarded it as doubtful whether the word property would include the timber as well as the soil of the estate. (a;) And the " residue" of a testator's estate after certain purposes are answered, though a subject to be ascertained, is nevertheless so clearly and certainly ascertainable, that it will amount to a sufficient designation.^) (r) Knight v. Knight, 3 Beav. 179. Affirmed Dom. Proc. 8 Jurist, 923 ; 11 CI. & F. 513. (s) Flint v. Hughes, 6 Beav. 342. (t) Pierson v. Garnet, 2 Bro. C. C. 138. (u) Cruwys v. Colman, 9 Ves. 39. (w) Prevost v. Clarke, 2 Mad. 458. (x) Wright v. Atkins, G. Coop. 115 ; S. C. T. & R. 157. (y) Knight v. Knight, 3 Beav. 173. 1 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 nothing, might provide for her a chaise or other suitable conveyance, and attend her whenever and wherever she might wish to go, for a suitable compensation, if she should desire it. It was held that this was too vague and indefinite a provision to be sustained as a legacy to the wife. Whipple v. Adams, 1 Metcalf, 444, ' 116 CREATION OF TRUSTS BY PRECATORY WORDS. But any words, by which, it is expressed, or from which it may be im- plied, that the first taker has the power of withdrawing any part of the subject from the object of the wish or request, or of applying it to his own use, will prevent the subject of the gift from being considered certain.^) 1 This principle of construction was established at a very early period, in the case of Attorney- General v. Hall,(a) decided in the year 1735. A testator gave the residue of his personal estate to his son Francis, and the heirs of his body ; but in case his son should leave no heirs of his body, then he gave " so much as he should be possessed of at the time of his death," to the corporation of Goldsmiths in trust, for charity : and it was held by Sir J. Jekyll and Lord Chief Baron Reynolds, that the trust for the charity did not take effect on the death of the son without heirs of his body.(a) So in Bland v. Bland,(J) a testatrix gave all her real and personal estate to her son, Sir John Bland, his heirs, executors, administrators, and assigns, charged with debts and legacies; and r^nr-i *concluded thus, "it is my earnest request to my son, Sir J. Bland, that on failure of issue of his body, he will some time in his lifetime settle the said premises, or so much thereof as he shall stand seised of at the time of his decease, so and in such manner as that on failure of issue of his body, the same may come to my daughter and the heirs of her body." And the Lord Chancellor decided that no trust was created in favor of the daughter and her heirs.(J) (z) Knight v. Knight, 3 Beav. 174. (a) Att.-Gen. v. Hall [Fitzgibbon, 314], cited 2 Cox, 355. (6) Bland v. Bland, 2 Cox, 349 ; vide et La Maitre v. Bannister, Prec. Chanc. 201, n. ; Strange v. Barnard, 2 Bro. C. C. 586. 1 Where A. devises all Ms estate to B. his wife, her executors, &c, but in case of B.'s death, without disposing of it by will, or otherwise assigning or disposing of it, then to his daughter ; B. takes an absolute estate in fee. Jackson v. Robins, 15 Johnson, 171 ; 16 Johns. 586. So on a devise to one, and in case he dies without issue, then "the said property he dies possessed of," to T., Jackson v. Bull, 10 John. 19 ; or "what estate Tie shall leave, to be divided," &c, Ide v. Ide, 5 Mass. 500 ; the subsequent limitation is void. A bequest to B. of all the personal estate " to and for her ovm use and benefit, and disposal absolutely. The remainder of said estate after her decease, to be for the use of my son Jesse," gives an absolute interest to the wife. Smith v. Bell, Mart. & Yerg. 302. See also Davis v. Richardson, 10 Yerg. 290; Thompson v. McKisick, 3 Hump. 631 ; Zimmerman v. Anders, 6 W. &" S. 220 ; Holmes v. Godson, 20 Jurist, 383, that a limitation over upon the intestacy of one to whom a previous absolute estate had been given, is void. In Pennock's Estate, 1 Am. Law. Reg. 342, 20 Penn. St. 268, ante, 72, note, the words "leave the surplus to be divided" were considered as overturning any implication of a trust. So in Cowman v. Harrison, 17 Jurist, 313, there was a gift by will to trustees to sell and invest, and pay the annual income to the testator's widow, during widowhood, " for the maintenance, education, and support of herself and her children ;" with the following words : " and I do particularly recommeDd, desire, and direct my said wife, at her decease, by will or otherwise, to divide and dis- pose of what money or property she may have saved from the said yearly income, among all my children, in equal shares." And it was held by the Lord Justices of Appeal, that from the uncertainty of the subject-matter, there was no trust created as to the savings, and that the previous provision as to maintenance did not alter the case. CREATION OF TRUSTS BY PRECATORY WORDS. 117 Upon the same principle where the desire or recommendation expressed by the testator, is that the first taker should " give what should be left at her death" to his children or grandchildren :(c) or that she would " leave the remainder of her property" (after paying certain specified pecuniary legacies) to his nephews who are named :{d) or that if she dies single, " she will leave what she has amongst her brothers and sisters, or their children ;"(e) or that " should she not marry again, and have other chil- dren, her affection for their daughter would induce her to make their daughter her principal heir ;"(/) or that "should she marry again, she might convey { what property she might then possess' to trustees, for the benefit of her children ;"( but if the party has declared himself to be the trustee of that stock, it becomes the property of the cestui que trust without more, and the court will act upon it."(y) However, the distinction between what will or will not constitute a complete and perfected voluntary trust, depends upon very nice and re- fined considerations ;(z) and the cases on the subject appear to be some- what at variance with each other. A voluntary agreement or covenant to convey property upon trust, though under seal, is clearly executory, and will not be enforced against the covenanting party. (a) This rule was strikingly exemplified in a recent case before Lord Cottenham; where a father by a voluntary settlement conveyed certain freehold estates, and by the same deed cove- nanted to surrender certain copyhold lands to trustees, in trust for the benefit of his daughters. The settlor afterwards devised part of the estates comprised in the settlement to his wife, who was admitted to some of the copyholds. After the father's death a bill was filed by the daughters against the wife and the trustees to establish the trust of the («) Colman v. Sarell, 3 Bro. C. C. 12 ; Ellison v. Ellison, 6 Ves. 656 ; Antrobus v. Smith, 12 Ves. 39 ; Edwards v. Jones, 1 M. & Cr. 226 ; Jeffreys y. Jeffi-eys, 1 Cr. & Ph. 138 ; Dillon v. Coppin, 4 M. & Cr. 647 ; [Scales v. Maude, 19 Jurist, 114V.] (a) Pulvertoft v. Pulvertoft, 18 Ves. 99 ; "Wheatley v. Purr, 1 Keen, 551 ; Collinson v. Patrick, 2 Keen, 1 23 ; Lechmere v. Earl of Carlisle, 3 P. Wms. 222 ; [Crompton v. Vasser, 19 Alab. 259.] (y) Ex parte Pye, 18 Ves. 149. (z) See McPadden v. Jenkyns, 1 Phill. 15V. (a) Ellison t. Ellison, 6 Ves. 656 ; Cotteen v. Missing, 1 Mad. 1V6; [1 Leigh, 36; 12 Alab. 12V; 1 J. CR. 3; see, however, Mclntire v.Hughes, 4Bibb, 186; Caldwell v. Williams, 1 Bail. Eq. 1V5.] Executor v. Ware, 1 Barr, 445, followed in Campbell's Estate, V Id. 100, it was held that natural love and affection was not a sufficient consideration for an equitable assignment. Collateral consanguinity is clearly insufficient. Hayes v. Kershow, 1 Sandf. 258; Buford's Heirs v. McKee, 1 Dana, 107.] 1 Bunn v. Winthrop, 1 J. C. R. 329 ; Hayes v. Kershow, 1 Sandf. Ch. 258 ; Minturn v. Seymour, 4 J. C. R. 497 ; Acker v. Phoenix, 4 Paige, 308 ; Banks v. May, 3 A. K. Marsh. 436 ; Dennison v. Goehring, 7 Barr, 175 ; Clarke v. Lott, 11 IHin. 105 ; Cald- well v. Williams, 1 Bail. Eq. 175 ; Dawson v. Dawson, 1 Dev. Eq. 93; Forward v. Armstead, 12 Alab. 127 ; Darlington v. McCoole, 1 Leigh, 36 ; Read v. Robinson, 6 W. & S. 331 ; Crompton v. Vasser, 19 Alab. 259 ; Yarborough v. West, 10 Geo. 471. BY VOLUNTARY DISPOSITION. 131 settlement, and the Lord Chancellor granted the relief prayed, as far as it related to the freeholds, but dismissed the bill with costs as to the copyholds.(6) So any voluntary instrument, -which has not the effect of conveying or transferring the legal interest in the property with which it attempts to deal appears to be on the same footing as a mere agreement to assign ; and it is immaterial that it professes in terms to be a complete and actual assignment or conveyance of the property in question. It is obvious, that such a disposition is still imperfect and incomplete, and can only be perfected by a decree of a court of equity compelling a conveyance by the owner of the legal estate, consequently such an instrument will not of itself create a binding trust 5(e) 1 although it may have that effect if it be accompanied by some additional and conclusive act or declaration constituting a perfect trust, (d) Thus where a voluntary assignment of stock was made, by deed to trustees, for the benefit of a person named in the deed ;{ef or of India Stock, and shares in an Insurance Company, the legal title to which did not pass by that mode of assurance :(/) or of the expectant equitable interest of a party in a sum of money as the next of kin of the person entitled in possession ;(g) or where a memorandum was endorsed on a receipt for a subscription to a navigation,(A) or on a bond,(i) which memorandum purported to be an assignment by the owner to the party named in the memorandum ; in all these cases the court has considered (6) Jefferys v. Jefferys, 1 Cr. & Ph. 138. (c) Colman v. Sarell, 3 Bro. C. C. 12; Antrobus v. Smith, 12 Ves. 39; Edwards v. Jones, 1 M. & Cr. 226 ; Meek v. Kettlewell, 1 Hare, 464; affirmed on appeal by Lord Lyndhurst, 1 Phill. 342 ; Dillon v. Coppin, 4 Jurist, 427 ; S. C. 4 M. & Cr. 647 ; Beatson v. Beatson, 12 Sim. 281; [See Scales v. Maude, 19 Jurist, 1147.] (d) Collinson v. Patrick, 2 Kean, 123; Rycroft v. Christie, 3 Beav. 238; Hinde v. Blake, Id. 234. (e) Colman v. Sarell, 3 Bro. C. C. 12. (/) Dillon v. Coppin, 4 Jurist, 427 ; S. C. 4 M. & Cr. 647. [g) Meek v. Kettlewell, 1 Hare, 464; affirmed 1 Phill. 342. (h) Antrobus v. Smith, 12 Ves. 39. (i) Edwards v. Jones, 1 M. & Cr. 226. ' This doctrine and the cases cited below in its support, were substantially overruled in a recent case, Kekewich v. Manning, 1 De G. Mac. & G. 176, stated post, page 88. The necessity that the legal title must pass at the time of the gift, was directly denied by the Lords Justices, and an assignment of a reversionary equitable interest to trustees for volunteers, supported. 3 The assignment of a debt to another, for the benefit of a third person, creates a trust, which though voluntary can be enforced. Kirkpatrick v. Macdonald, 1 Jones, 390, see Stapleton v. Stapleton, 14 Sim. 186 ; notes to Ellison v. Ellison, 1 Lead. Cas. Eq. 177. A. directed his agents to invest part of his balance in their hands in the purchase of £4000 stock, in the names of himself and his wife, in trust for his infant son. The agents made the purchase in the joint names, but without any trust ex- pressed, because, as they afterwards informed A., the bank objected to trust accounts on their books. A. allowed the stock to remain without any trust being declared, and re- ceived the dividends of it down to his decease. It was held that neither his son nor his wife (who survived him) were entitled to the stock; which formed part of his assets. Smith v. Warde, 15 Sim. 56. 132 CREATION OF TRUSTEES the gift to be incomplete, and has refused to enforce it as a trust agains the parties, by whom it was made. * Although some of these cases appear to have been much L -■ stronger in favor of the trust than others, the decisions clearly establish, that a voluntary assignment of property, which cannot be dealt with by assignment at law, will be equally ineffectual for the pur- pose of raising a trust against the assignor, whether it be or be not under seal, and executed in a legal form.(&) It appears also to be immaterial, whether the gift in such cases be made directly to the parties, who claim the trust, or to trustees for their benefit.(Z) In some of these cases, the fact of the instrument of gift remaining'in possession of its author, and not being acted on up to the time of his death, seems to have had some influence on the court in deciding against the trust ; and unquestionably that is a very strong circumstance against it.(m) But in Edwards v. Jones, the memorandum, assigning the bond, was not only communicated by the donor to the object of her bounty, but was also acted upon by the delivery of the bond itself to the volun- teer : and yet the court refused to recognize this transaction as a trust.(») In a recent case Sir J. Wigram, V. C, observed, " that the case of Edwards v. Jones shows, that the most clear intention to confer an in- terest by a present act may not be sufficient to create a trust in favor of a volunteer, although made by the party, in whom the legal interest may be, and communicated by that party to the intended cestui que trust.'\o){l) It would seem to follow from the foregoing decisions, that the court will in no case interfere, to enforce the performance of a voluntary trust (Jo) Colman v. Sarell, 3 Bro. C. C. 12 ; Meek v. Kettlewell, 1 Hare, 474 ; Edwards t, Jones, 1 M. & Cr. 226 ; Holloway v. Headington, 8 Sim. 324. But from the report of this last case it does not appear what was the nature of the property included in the settlement. [But see ante, 84, note.] (I) In Antrobus v. Smith, 12 Ves. 39 ; Edwards v. Jones, 1 M. & Cr. 226 ; and Meek v. Kettlewell, 1 Hare, 464, the gift was direct. In Colman v. Sarell, 3 Bro. C. C. 12 ; and Dillon v. Coppin, 4 Jurist, 427, and 4 M. & Cr. 647, it was to trustees. (m) Antrobus v. Smith, 12 Ves. 39 ; Dillon v. Coppin, 4 Jur. 427 ; S. C. 4 M. & Cr. 647 ; Uniacke v. Giles, 2 Moll. 267. (n) Edwards v. Jones, 1 M. & Cr. 264. (0) Meek v. Kettlewell, 1 Hare, 472; affirmed, L. C. Lyndhurst, 1 Phill. 342. See also Coningham v. Plunkett, 2 N. C. C. 245. (1) It is material for the party who seeks to enforce the trust in these cases, to show, that the person making the assignment has done all in his power to divest himself of the property, and the right to control it. On this ground where the subject of the assignment was stock in the public funds, and the legal title was not completed by a transfer, or where it was India stock, or shares in an insurance society, the legal in- terest in which might have been transferred by the owner by a different mode of assw- ance, which he neglected to adopt, the transaction was regarded as imperfect and in- complete. Colman v. Sarell, 3 Bro. C. C. 12 ; Dillon v. Coppin, 4 Jurist, 427 ; S.C. i M. & Cr. 647, and see Coningham v. Plunkett, 2 N. C. C. 245. BY VOLUNTARY DISPOSITION. 133 against its author, if the legal interest in the property be not transferred or acquired, as part of the transaction creating the trust. 1 The doctrine of the court, however, does not appear in fact to be so confined. If a formal declaration of trust be made by the legal owner of the property, declaring himself in terms the trustee of that property for a volunteer, or directing, that it shall be held in trust for the volun- teer, the court will consider such a declaration as a trust actually created, and will *act upon it as such.(p) And a similar declaration or pggn direction even by the equitable owner, has also been supported as a valid trust, (q) Thus in Ex parte Pye, a testator directed by letter his agent at Paris to purchase an annuity for a lady. This was done, but the purchase was made in the name of the testator, who afterwards sent over a power of attorney, authorizing the agent to transfer the annuity into the name of the lady. Before the transfer was made the testator died, but the agent, while ignorant of the death of his principal, had actually made the transfer, which under those circumstances was valid by the law of France. It was held by Lord Eldon, that the testator had committed to writing a suflicient declaration, that he held that part of his estate in trust for the annuitant, (r) In Wheatley v. Purr, a testatrix directed her bankers to place a sum of 2000?. in the joint names of the plaintiffs, and of herself as a trustee for the plaintiffs. The sum was placed by the bankers in their books to the account of the testatrix alone, as trustee for the plaintiffs, and a pro- missory note for the amount with interest was given by them to her as such trustee. This note remained in her possession at her death, and her executor received the money, and invested it in his own name. It does not appear from the report of the case, whether any interest on the note was received by the testatrix in her lifetime. Under these cir- cumstances Lord Langdale, M. R., held, that the transaction amounted to a complete declaration of trust, and that the executor was a trustee for the plaintiffs, in whose favor the trust was created. (s) So in the recent case of M'Fadden v. Jenkins,(i) A. had sent a direction to B., who owed him 500?., to hold the debt in trust for a third person, who was a volunteer, B. assented to the direction, and paid 10?. to the volun- teer as part of the trust-money. And on appeal, this direction was con- sidered by Lord Lyndhurst, C, as a complete and irrevocable trust, and one that was binding on A.'s executors. (t) And in the still later case (p) Ex parte Pye, 18 Ves. 149 ; Wheatley v. Purr, 1 Keen, 551 ; Meek v. Kettlewell, 1 Hare, 470; 1 Phill. 342; M'Fadden v. Jenkins, 1 Hare, 458; and 1 Phill. 153, ,1 ; James v. Bydder, 4 Beav. 600 ; Thorpe v. Owen, 5 Beav. 224. {q) Collinson v. Patrick, 2 Keen, 123 ; Rycroft v. Christy, 3 Beav. 238. (r) Ex parte Pye and Dubost, 18 Ves. 140. (s) Wheatley v. Purr, 1 Keen, 551. (t) M'Fadden v. Jenkins, 1 Hare, 458 ; 1 Phill. 153. 1 This is overruled now, see post, 88, note. 134 CREATION OF TRUSTEES of Thorpe v. Owen,(it) where B. in his lifetime had added a sum of 1000Z. belonging to himself to a trust fund held by him for the benefit of his daughters, and had invested the whole aggregate sum together in his own name, and he subsequently treated and admitted the whole sum including the 1000Z. to be held in trust for his daughters. It was held by Lord Langdale, M. R., upon B.'s death, that there had been sufficient to constitute a trust in favor of the daughters, (u) However, in Gaskell v. Gaskell,(:c) a person wrote to his bankers, desiring them to transfer certain sums into the names of himself and three other persons as trus- tees for his wife for life, and after her death for his son. The transfer was made ly the bankers, but there was some proof, that no communi- cation of the transaction was made to the other trustees, and that the r*S7l arran g emen t was made with *the view of avoiding legacy duty. Under these circumstances, it was held by the Court of Exche- quer, that the fund was never out of the settlor's power, and that he might at any time have revoked the disposition, and consequently, that it formed part of his personal estate. It seems very difficult to recon- cile this decision with the principle established by the series of cases above-mentioned. In these cases the legal ownership of the property was vested in the party by whom the trust was declared ; but it has been decided that a mere equitable interest may also be the subject of a similar declaration. Thus in Collinson v. Patrick, a bond had been assigned to trustees, in trust for such persons, &c, as A. (a feme coverte) should appoint, and in default of appointment, for her separate use. A. by deed voluntarily appointed the sum secured by the "bond to one of the plaintiffs in trust for the other two plaintiffs ; and Lord Langdale, M. E,., considered that this was a complete declaration of trust, which the court would execute.(#) And in a subsequent case, where a person, having an equitable life interest in a sum of money, vested in a trustee by a voluntary deed, directed the trustee to apply part of the income for the benefit of an infant ; and the trustee accepted the trusts of that deed and acted upon it ; it was held by the same learned Judge, that a valid executed trust was created, which could not be revoked.(s) The declaration of trust, however, must be complete and unequivocal ; therefore a letter by a residuary legatee to executors, stating that she would consent to a gift of 5001. to a volunteer, was considered to indi- cate merely an intention to give, and not to create a trust.(a) Moreover, although the declaration of the trust be distinct and per- fect, yet if its limitations are of an executory character, the court will («) Thorpe v. Owen, 5 Beav. 224 ; and see James v. Bydder, 4 Beav. 600. (a;) Gaskell v. Gaskell, 2 Young & Jer. 502. [See Smith v. Warde, ante, 84, note.] (y) Collinson v. Patrick, 2 Keen, 123. (z) Rycroft v. Christy, 3 Boav. 238 ; and see Hinde v. Blake, lb. 234. (a) Cotteen v. Missing, 1 Mad. 176. [See Scales v. Maude, 19 Jurist, 1147.] BY VOLUNTARY DISPOSITION. 135 not, as against the author of the trust, interfere on behalf of a volunteer to give them effect.^) 1 And where an equitable interest is the subject of such a declaration, it seems to be necessary to show, that notice had been given to the trustees, in whom the legal estate was vested, and that the trust had been accepted by them.(c)(l) However, decisions are to be found in the books, which it is very- difficult to reconcile with some of the propositions stated above. In Sloane v. Cadogan, Mr. Cadogan, being entitled to an equitable rever- sionary interest in a sum of money, assigned it by a voluntary deed to trustees, upon trusts for the benefit of himself and his wife for their lives, with an ultimate trust, which took effect, for his father, Lord Cadogan ; under this trust the executors of Lord Cadogan obtained pay- ment of the fund from the trustees, and the bill was filed by Mr. Cado- gan's widow, who was also his executrix and residuary legatee, against the executors of Lord Cadogan, to recover the fund, as part of Mr. Cadogan's estate. But Sir *Wm. Grant, M. E,., held that the r . QQ -. transaction had created a valid trust, and dismissed the bill.(d) *- ■* In Fortescue v. Barnett the defendant made a voluntary assignment of a policy of assurance on his life to trustees, upon trusts for the benefit of her sister and her children. The deed of assignment was delivered to one of the trustees, but the policy remained in the defendant's posses- sion, and no notice of the transaction was given to the insurance society. The defendant subsequently received a bonus, and ultimately disposed of the policy itself to the society, and received the proceeds. The bill was filed by the surviving trustee of the deed, to compel the defendant to replace the amount of the sum secured by the policy and the bonus ; (b) Colman v. Sarell, 3 Bro. C. C. 12 ; Holloway v. Healington, 8 Sim. 324. (c) Beatson v. Beatson, 12 Sim. 281 ; Meek v. Kettlewell, 1 Hare, 476 ; 1 Phill. 342 ; Rycroft v. Christy, 3 Beav. 238 ; see Godsall v. Webb, 2 Keen, 99 ; M'Fadden v. Jen- kins, 1 Phill. 153, 7. [Contra, Donaldson v. Donaldson, 1 Kay, Til ; and see note to next page, and post.] See on this, Kekewich v. Manning, [1 De. Gr. Mae. & G-. 176.] (d) Sloane v. Cadogan, 2 Sugd. V. & P. Appendix, No. 26, 9th ed. [affirmed, Keke- wich v. Manning, 1 De G. Mac. & G. 176.] (1) Where the interest, which is the subject-matter of such a declaration, is a mere expectancy or possibility, that circumstance will have some influence with the court in determining that the trust is not effectually created. Meek v. Kettlewell, 1 Hare, 476. [See 13 Jar. p. 2, page 213.] * It is not essential to the validity of a voluntary disposition in trust that it should take effect inprcesenti. As where one entitled to stock and real estate standing in the name of a trustee, by a direction in writing signed by himself, requested the trustee to hold the estate after his death, for the benefit of his wife and child, it was held a good declaration of trust, and not a testamentary paper. Tierney v. Wood, 23 L. J. Ch. 895, M. R. In Scales v. Maude, 19 Jurist, 1147, however, letters from a mortgagee to parties interested in the mortgage estate, containing present words of gift, but to take effect through her executors, at her death, were held by the Chancellor not to take effect as a declaration of trust. The donor it was said had not done all in her power to perfect the gift. 136 ■ CREATION OF TRUSTEES and Sir John Leach, M. R., held, that a complete trust had been created, and decreed according to the prayer of the bill.(e) With regard to this last case Lord Cottenham has observed a distinc- tion which reconciles it in some measure with the other authorities. "There," said his lordship, "the practice of the office was stated to be, that upon an assignment, the office recognized the assignee, and the policy was therefore an assignable instrument. The policy was not as- signable at law, but was a title which, by contract, was assignable as between the parties. "(/) The case of Sloane v. Cadogan has been disapproved of by Sir E. Sugden ;(g) and the observations of Lord Cottenham in Edwards v. Jones, and of Sir J. Wigram in Meek v. Kettlewell,(A) tend considerably to weaken its authority. However, it has been remarked by Lord Cot- tenham, that the claim in that case " was not against the donor or his representatives, for the purpose of making that complete which was left imperfect ; but against the persons, who had the legal custody of the fund."(i) For it will be observed, that the trustees of the voluntary settlement had actually obtained payment of the fund. It will be seen from what has gone before, that it is extremely difficult, in the present state of the authorities, to define with accuracy the law, affecting this very intricate subject. However, the writer conceives that he is warranted in stating the following propositions to be the result of the several decisions. 1 (e) Fortescue v. Barnett, 3 M. & K. 36. (/) In Edwards v. Jones, 1 M. & Cr. 239. \g) 2 Sugd. V. & P. 168, 9th ed. [h) 1 Hare, 475, and see Fenner v. Taylor, 2 R. & M. 195. (i) Edwards v. Jones, 1 M. & Cr. 238 ; and see the examination of this case by Sir L. Shadwell, V. C. E., in Beatson v. Beatson, 12 Sim. 291. 1 These questions were very thoroughly discussed, in Kekewich v. Manning, 1 De Gex, M. & G. 176, 16 Jur. 625 ; before the Lords Justices of Appeal. In that case, residuary estate, consisting of money in the funds, was bequeathed to a mother and daughter, in trust for the mother for life, and afterwards for the daughter absolutely. The daughter afterwards during the life of her mother assigned her interest under the will to trustees in trust for the issue of a contemplated marriage, and for a niece and her issue. The mother and daughter were executrices ; the former, however, did not join in the settlement, though she had notice of it before her death. It was held that this settlement was valid and enforceable by the trustees against the daughter, and against the trustees under a subsequent settlement. Whether notice to the trustees in such a case is necessary to perfect the assignment was not decided. The cases of Sloane v. Cadogan, Fortescue v. Barnett, above cited, and Blakely v. Brady, 2 Dr. & W. 311, were deliberately affirmed, and Edwards v. Jones, Meek v. Kettlewell, &c, so far as inconsistent therewith overruled. So in Voyle v. Hughes, 23 L. J. Ch. 238 ; 18 Jur. 341 ; 2 Sm. & Giff. 18 (V. Ch. Stuart), A. being entitled to a re- versionary interest in a sum of stock, standing in the name of trustees, expectant on the death of B., -made a voluntary assignment of his interest by deed to ft, and gave notice to the trustees, and the assignment was held good as an actual transfer of an equitable right. In Beech v. Keep, 23 L. J. Ch. 539 (M. R.), however, it was held that under such circumstances, the assignor could not be compelled to do any act to BY VOLUNTARY DISPOSITION. 1ST 1st, Where the author of the voluntary trust is possessed of the legal interest in the property. A clear declaration of trust contained in or accompanying a deed or act, which passes the legal estate, will create a perfect executed trust, and will be established against its author, and all subsequent volunteers claiming under him. (A;) A clear declaration or direction by a party that the property shall be held in trust for the objects of his bounty, though unaccompanied by a *deed or other act, divesting himself of the legal estate, is an» r*gcn executed trust, and will be enforced against the party himself or against his representatives, or next of kin after his death. (I) An instrument, purporting to be a conveyance or assignment of pro- perty, either directly to the objects of the party's bounty,(»i) or to trus- (/c) Barlow v. Heneage, Prec. Ch. 211 ; Clavering v. Clavering, 2 Vera. 474; Sear v. Ashwell, 3 Sw. 411, n. ; Bolton v. Bolton, lb. 413, n. ; Jefferys v. Jefferys, 1 Cr. & Ph. 138; Smith v. Lynde, 2 N. C. C. 345; [Donaldson v. Donaldson, 19 Jur. 10; 1 Kay, 711.] (Z) Ex parte Pye and Dubost, 18 Ves. 140 ; Wheatly v. Purr, 1 Keen, 551 ; M'Fadden v. Jenkins, 1 Hare, 458 ; S. C. 1 Phil. 153, 7 ; James v. Bydder, 4 Beav. 600 ; Thorpe v. Owen, 5 Beav. 224. (ro) Antrobus v. Smith, 12 Ves. 39 ; Edwards v. Jones, 1 M. & Cr. 228 ; Dillon v. Coppin, 4 Jur. 427 ; S. C. 4 M. and Cr. 647. make the assignment available, as to transfer the stock, he having the legal title. See also Bridge v. Bridge, 16 Beav. 315. In Donaldson v. Donaldson, 19 Jurist, 10, 1 Kay, 711, this subject was carefully considered by V. Ch. Wood, and the result of the authorities with regard to the voluntary assignment of stock or choses in action, was stated to be, that where the assignor had done all in his power to make the transfer complete, and his assistance or that of his representatives is not required to perfect the title of the assignee, there the assignment will be upheld. And it was there held that it is not necessary that the assignee should also do all in his power to perfect the assign- ment, and, therefore, that a deed of assignment of stock standing in the name of a trustee, might be enforced against him after the death of the assignor, though no notice had been given to the former, unless, indeed, he had in ignorance of the assign- ment, transferred the stock to the assignor. In this case, one had by a voluntary settlement of personalty assigned to trustees certain property described in a schedule attached to the deed, upon the trusts therein mentioned. He then covenanted to per- fect all assignments, and transfers, and to do all necessary acts, where they had not been done, and afterwards declared that until such full and complete transfer and vest- ing could be effected, he should stand possessed thereof upon the trusts of the settle- ment. The property specified in the schedule, was (1), stock in the settlor's name, not transferred ; (2), stock in the name of trustees of an old settlement, to the beneficial interest of which the settlor was entitled ; (3), certain securities which passed by delivery; (4), railway shares, &c, which required a particular transfer by deed ; (5), mortgage securities and a beneficial lease. The settlor died without doing more than delivering the bonds, shares, &c, in the particulars (3), (4), (5), to one of the trustees, and no notice was given to the trustees under (2). It was held that the settlement was a binding one, as against the crown claiming for legacy duty. See on this subject 1 Am. Law Reg. 385. In Huntly v. Huntly, 8 Ired. Eq. 250, approved in Garner v. Garner, 1 Busbee Eq. 1, it was held that a transfer of personalty by a husband to his wife, by bill of sale, though it did not convey the legal title, might operate as an irrevocable declaration of trust. 138 CREATION OF TRUSTEES tees in trust for them,(w) but which does not operate to devest the grantor of the legal estate, does not create a perfect executed trust, and its execution will not be enforced in equity against the party himself, or against his representatives after his decease. And it is immaterial whether the instrument be a mere note or memorandum ;(o) or a deed under seal and formally executed.^) If, however, the title of the parties, taking under such an assignment (though not good at law), is recognized by an express custom or conven- tion (as in the case of a policy of insurance), an absolute voluntary assignment upon trusts may have the same effect as a perfect legal con- veyance.^) 2d. Where the author of the trust is possessed only of an equitable interest. If a party, having the equitable interest in property, execute a formal instrument, directing the trustee, in whom the legal interest is vested, to hold in trust for a volunteer, and this direction is accepted and acted, upon by the trustee ; that is an executed trust, which will be binding on the party who gives such a direction.(r) But a formal assignment of a mere equitable interest in a fund will not create an executed or binding trust ; especially if no notice of the assignment be given to the trustees of the fund, or, if given, it is not accepted by them.(s) The decision of Sir Win. Grant, in Sloane v. Cadogan, would seem to establish, that a voluntary conveyance of a mere equitable interest upon trusts, which are declared, will have the same effect in creating a bind- ing trust, as a conveyance of a legal estate. But the authority of that case, which was considerably weakened by the disapprobation it has received both from Sir E. Sugden and Lord Cottenham, must now be considered as completely overturned by V. C. Wigram's decision in the recent case of Meek v. Kettle well, (t) which has since been affrmed on appeal by Lord Lyndhurst, Chancellor.(M)(l) (n) Colman v. Sarell, 3 Bro. C. C. 12 ; Holloway v. Headington, 8 Sim. 324 (0) Antrobus v, Smith, 12 Ves. 39 ; Edwards v. Jones, 1 M. & Cr. 226. (p) Colman v. Sarell, 3 Bro. C. C. 12 ; Holloway v. Headington, 8 Sim. 324; Meek v. Kettlewell, 1 Hare, 474, 5; 1 Phill. 343 ; Dillon v. Coppin, 4 Jur. 427 ; 4 M. & Cr. 647; [Bridge v. Bridge, 16 Jur. 1031 ; 16 Beav. 315 ; Donaldson v. Donaldson, 19 Jur. 10, 1 Kay, 711 ; Beech v. Keep, 23 L. J. Ch. 539; 13 Jur. 971.] (g) Fortescue v. Barnet, 3 M. & K. 36 ; see Edwards v. Jones, 1 M. & Cr. 239. (r) Rycroft v. Christy, 3 Beav. 238 ; Collinson v. Patrick, 2 Keen, 123 ; Meek v. Kettlewell, 1 Hare, 471 ; but see Beatson v. Beatson, 12 Sim. 281. (s) Meek v. Kettlewell, 1 Hare, 464-76 ; and see Beatson v. Beatson, 12 Sim. 281. (*) 1 Hare, 475. («) 13 Law Journ. N. S. Chanc. 28 ; 1 Phill. 343. [But see ante, note to page 88.] (1) In a recent case at the Rolls, A. made a voluntary assignment of personal pro- perty, including a mortgage debt and a policy of insurance, to a trustee, in trust for himself for life, and after his death for his nephew and niece. He afterwards made a will, bequeathing the settled property to other persons. It was held by the Master of BT VOLUNTARY DISPOSITION. 139 *By the statute, 13 Eliz. c. 5, a voluntary conveyance of pro- t^qq-i perty whether real or personal upon trusts, will be void, and may be set aside as fraudulent by the creditors of the settlor, if he were indebted to the extent of insolvency at the time of making the settle- ment.^) 1 And a similar conveyance of real estate (including chattels real), is also inoperative against the claim of a subsequent purchaser for valuable consideration under the statute 27 Eliz: c. 4.(y) 2 And neither the trustees or cestui que trusts under the voluntary settlement have any remedy against the settlor or the purchaser in such a case, (z) And it is immaterial that the purchaser had notice of the settlement, (a) However, the settlor himself cannot come into a court of equity to enforce the specific performance of a contract for the sale of the estate, entered into by him after the settlement. (b) Chattels personal are not within the statute 27 Eliz. c. 4, and a (k) Fletcher v. Sidley, 2 Vera. 490 ; Taylor v. Jones, 2 Atk. 600. (y) Sanders v. Dehew, 2 Vera. 272. [Not, however, where the voluntary settlement was in favor of a charity. Newcastle v. Atty.-Gen. 12 CI. & P. 402.] (z) Evelyn v. Templar, 2 Bro. C. C. 148 ; Williamson v. Williamson, 1 Ves. 516 ; Pulvertoft v. Pulvertoft, 18 Ves. 84. (a) Pulvertoft v. Pulvertoft, 18 Ves. 91-93. [But see the American authorities cited in notes to 1 Am. Lead. Cases, 62.] (o) Johnson v. Legard, T. & R. 294; Smith v. Garland, 2 Mer. 123. the Rolls (Lord Langdale), that the Court could not act upon this trust, so far as to make a declaration of the rights of the parties claiming under the settlement. Ward v. Audland, 8 Beav. 201. A bill, previously filed by the trustee and cestui que tiiists, against the executors of the settlor for the recovery of the settled property, had been dismissed by the Vice-Chancellor of England for want of equity, and that decision had been affirmed on appeal by Lord Cottenham. S. C. 8 Sim. 571. 1 In Skarff v. Soulby, 13 Jur. 1109 ; 1 Mac. & G. 364; 1 Hall & T. 426, it was held that the mere fact of a settlor's being indebted was not sufficient to invalidate a volun- tary settlement ; and that it was not necessary on the other hand to show insolvency. The American cases on this subject, which are numerous and conflicting, will be found collected and very ably discussed in Sexton v. Wheaton, 1 Am. Lead. Cases, 46. See also Wilson v. Howser, 2 Jones Peun. 109, where it was held that a voluntary convey- ance by a person indebted at the time, is not therefore void if his debts do not bear such a proportion to his whole property as to render their payment doubtful, unless there be actual fraud. 2 In a recent case in England, Doe d. Newman v. Rusham, 17 Q. B. 723, it was held that the ground on which voluntary conveyances have been held to be void as against subsequent purchasers is, that by selling the property for a valuable consideration, the vendor so entirely repudiates the former voluntary conveyance, as that it shall be taken conclusively against him and the person to whom he conveyed, that such intention ex- isted when he made the conveyance, and that it was made in order to defeat the pur- chaser (see Cathcart v. Robinson, 5 Peters, 280, remarks of Chief Justice Marshall) ; and it was therefore held, that the Stat. 27 Eliz. c. 4, does not apply to a purchaser from the heir or devisee of one who has made such a conveyance in his lifetime. See also Doe dem Richards v. Lewis, 11 C. B. 1035. 140 CONSTITUTION OP TRUSTEES. voluntary settlement of such property will therefore be valid against a subsequent purchaser, (c) [*9i] *DIVISION II. THE CONSTITUTION OF TRUSTEES BY IMPLICATION, OR CONSTRUCTION OF LAW. The relation of trustee may be constituted not only by the express declaration of the parties, but also by virtue of a trust, raised and created by implication, or construction of law. 1 (c) Jones v. Croucher, 1 S. & St. 315. [Adams v. Broughton, 13 Alab. 731 ; Bohn v. Headley, 7 H. & J. 257; Sewall v. Glidden, 1 Alab. 53; Contra, Hudnal v. Wilder, 4 McCord, 295 ; Wade v. Green, et al. 3 Hump. 547 ; Caston v. Cunningham, 3 Strob. 59 ; Fleming v. Townsend, 6 Geo. 103.*] 1 The Revised Statutes of New York (3d ed. Part II, Ch. 1, Art. 6, I 51, &c.) have abolished resulting trusts arising from the payment of the purchase-money, except as regards the creditors of the party paying ; and, \ 53, except when the nominal grantee has taken the deed as an absolute conveyance, without the consent or knowledge of the real purchaser ; or where the purchase is made with another's money in violation of some trust: see Watson v. Le Bow, 6 Barb. S. C. 481 ; Jencks v. Alexander, 11 Paige, 619 ; Lounsboury v. Purdy, 16 Barb. 380 ; Seaman v. Cook, 14 Illin. 501. Though in Louisiana express trusts have been prohibited, this does not affect those arising by implication or operation of law. Gaines v. Chew, 2 How. U. S. 619. From the sub- sequent decision of McDonogh's Executors v. Murdoch, 15 How. U. S. 367, indeed, it would appear that the prohibition of the Louisiana Code against fidei commissa, does not apply, as has been supposed, to the trusts of the English law, but only to substitutionary limitations of property in the nature of estates tail. The Statute of Rhode Island has omitted the proviso of the 8th section of the English Statute by fraud, in favor of this species of trusts, but this has been ruled to be immaterial, for the exception was only in affirmance of the general law. Hoxie v. Carr, 1 Sumner, 187. It must appear on the face of a bill in equity to enforce a trust, whether the trust is direct or by implication of law, and if the latter, the facts whence it is to be implied must be set forth. Rowell v. Freese, 23 Maine, 182. Where there is a written trust, there can be no resulting trust ; the one excludes the other. Leggett v. Dubois, 5 Paige, 114 ; Alexander v. Warrance, 17 Mo. 230 ; Anstice v. Brown, 6 Paige, 448 ; Clark v. Burnham, 2 Story, 1 ; Mercer v. Stark, 1 Sm. & M. Ch. 479. A resulting or constructive trust is, of course, not executed by the Statute of Uses. Strimpfler v. Roberts, 18 Penn. St. R. 301 ; White v. Kavanagh, 8 Rich. Law, 393. Nor within the Statute of Charles II; and therefore cannot be sold on a fi. fa. : White v. Kava- nagh, ut sup. ; Crozier v. Young, 3 Monr. 158 ; Gowing v. Rich, 1 Ired. Law, 553 ; Barron v. Barron, 24 Vermt. 375 ; Contra, Smitheal v. Gray, 1 Humph. 491 ; but in Pennsylva- nia, as an execution will reach all species of interest, equitable as well as legal, it is otherwise. Kimmel v. McRight, 2 Penn. St. 38. So in Indiana. Tevis v. Doe, 3 Porter Ind. 129. The levy of a fi. fa., however, will enable the creditor to come into equity to reach the cestui que trusts estate. Barron v. Barron, ut supr. A resulting trust ia not the subject of partition at law: Williams v. Van Tuyl, 22 Ohio, 336; nor of dower, in Maryland, at least. Purdy v. Purdy, 8 Maryl. Ch. 547. Nor can it be set up against an action of trover on a legal title. Guphitt v. Isbell, 8 Rich. Law, 463. But it will TRUSTEES BY RESULTING OR PRESUMPTIVE TRUST. 141 Trusts of this description are either implied, or presumed from the supposed intention of the parties, and the nature of the transaction; when they are known as " resulting or presumptive trusts ;" or they are raised independently of any such intention, and forced on the conscience of the trustee, by equitable construction, and the operation of law ; and such may be distinguished as " constructive trusts. "(a) These trusts are expressly exempted from the operation of the Statute of Frauds by the 8th Sect, of that act, which declares, "that where any conveyance shall be made of any lands or tenements by which a trust or confidence shall or may arise or result by implication or construction of law, or be transferred or extinguished by an act or operation of law, then and in every such case, such trust or confidence shall be of the like force and effect as the same would have been, if that statute had not been made." CHAPTER I. TRUSTEES BY VIRTUE OF A RESULTING OR PRIMITIVE TRUST. I. Where, a Purchase is made III. Where there is a Voluntary by one Person in the name Disposition of Property of Another, [91]. upon Trusts which are not II. Where there is a Volun- Declared, or are only par- tary Conveyance without tially Declared, or Fail, any Declaration of Trust, [H3]. [106]. I.— WHERE A PURCHASE IS MADE BY ONE PERSON IN THE NAME OF ANOTHER. Where, upon a purchase of property, the conveyance of the legal estate is taken in the name of one person, while the consideration is given or paid by another, the parties being strangers to each other, a resulting or presumptive trust immediately arises by virtue of the trans- (a) 1 Cruis. Dig. 391 ; Story, Equity Jur. f 1195 ; 1 Spenc. Eq. Jur. 510 ; 2 Id. 198 ; and see Cook v. Fountain, 3 Swanst. 585. [See Starr v. Starr, 1 Hamm. 321 ; Dean v. Dean, 6 Conn. 285 ; Eoss v. Hegeman, 2 Edw. Ch. 373 ; Thomas v. Walker, 6 Hump. 93.] pass to an assignee in bankruptcy, though created in fraud of creditors, and therefore not enforceable by the bankrupt himself: Carr v. Hilton, 1 Curtis C. C. 230. And such a trust in real estate is capable of giving a settlement within the poor-laws. Pembroke v. Allenstown, 1 Foster, 107. A resulting trust arising from the payment of purchase-money will be barred by the Statute of Limitations. Strimpfler y. Kobert, 18 Penn. St. 301 ; Marr v. Chester, 1 Swan, 416 ; see post, 264, note. 142 TRUSTEES BY RESULTING r Q ' action, and *the person named in the conveyance will be a *- J trustee for the party from whom the consideration proceeds ;(6)' (6) Willis v. Willis, 2 Atk. 71 ; Lloyd v. Spillet, lb. 150; Rider v. Kidder, 10 Ves. 360. 1 Buck v. Pike, 11 Maine, 9 : Baker v. Vining, 30 Maine, 126 ; Page v. Page, 8 N. H. 187; Pinney v. Fellows, 15 Verm. 525; Peabody v. Tarbell, 2 Cush. Mass. 232; Livermore v. Aldrieh, 5 Cush. 435 ; Boyd v. McLean, 1 J. C. R. (N. Y.) 582 ; Botsford v. Burr, 2 J. C. R. 409 ; Poote v. Colvin, 3 J. R. 21 6 ; Jackson v. Morse, 16 J. R. 197 ; Partridge v. Havens, 10 Paige, 618; Depeyster v. Gould, 2 Green Ch. (N. J.) 480; Stewart v. Brown, 2 S. & R. (Pa.) 461 ; Jackman v. Ringland, 4 W. & S. 149; Newells v. Morgan, 2 Harr. (Del.) 225 ; Hollis v. Hollis, 1 Mary. Ch. 479 ; Dorsey v. Clark, 4 Har. & J. (Mary.) 551; Bank U. S. v. Carrington, 7 Leigh, (Va.) 566; Glenn v. Randall, 2 John. Mary. Ch. 221 ; Henderson v. Hoke, 1 Dev. & Bat. Eq. (N. C.) 119; McGuire v. McGowen, 4 Dess. (S. C.) 491 ; Dillard v. Crocker, Spears Ch. 20 ; Williams v. Hollingsworth, 1 Strob. Eq. 103; Kirkpatriek v. Davidson, 2 Kelley (Geo.), 297; Foster v. Trustees, 3 Alab. 302; Taliaferro v. Taliaferro, 6 Alab. 404; Mahorner v. Harrison, 13 Sm. & M. (Miss.) 65 ; Walker v. Brungard, 13 Sm. & M. 764; Powell v. Powell, 1 Freem. Ch. 134; Ensley v. Balentine, 4 Humph. (Tenn.) 233; Thomas v. Walker, 6 Humph. 93 ; Perry v. Head, 1 A. K. Marsh. (Ky.) 47 ; Letcher v. Letcher, 4 J. J. Marsh. 592; Doyle v. Sleeper, 1 Dana, 536 ; Creed v. Lancaster Bank, 1 Ohio, St. N. S. 1 ; Elliott v. Armstrong, 2 Blackf. (Ind.j 198; Jenison v. Graves, Ie sufficient to rebut the presumption of advancement.^) And a younger son, on whom a reversion had been settled by his father expectant on his mother's death, has been considered unadvanced: "The father is the only judge as to the question of the son's provision," and if he consider a child unadvanced, though some provision may have been made for him, that will be sufficient to prevent the trust. Indeed, from the state of the authorities on the point, there seems to be much force in the observation of the Lord Chief Baron, in Dyer v. Dyer, " that the (o) Taylor v. Taylor, 1 Atk. 386 ; Lamplugh v. Lamplugh, 1 P. Wms. Ill ; Red- dington v. Reddington, 3 Ridg. P. C. 182. (p) Grey v. Grey, 2 Sw. 597. (g) Taylor v. Taylor, 1 Atk. 386 ; Lamplugh v. Lamplugh, 1 P. "Wms. Ill ; Bed- dington v. Reddington, 3 Ridg. P. C. 176. [See Steere v. Steere, 5 J. Ch. 10.] (r) Scawin v. Scawin, 1 N. C. C. 65. (s) Grey v. Grey, 2 Sw. 600. {t) In Pinch v. Pinch, 15 Ves. 50. [See Butler v. M. Ins. Co. 14 Alab. 777.] (u) Elliott v. Elliott, 2 Ch. Ca. 231 ; Shales v. Shales, 2 Freem. 252 ; Reddington v. Reddington, 3 Ridg. P. C. 176 ; Grey v. Grey, 2 Swanst. 600. [See Dudley v. Bos- worth, 10 Humph. 12 ; Butler v. M. Ins. Co. 14 Alab. 777.] (x) Pole v. Pole, 1 Ves. Sen. 76. {y) Reddington v. Reddington, ubi supra ; Grey v. Grey, 2 Swanst. 600. OK PRESUMPTIVE TRUST. 161 distinction, of the son being provided for or not, is not very solidly- taken, or uniformly adhered to."(z)(Vj Possession of the estate taken by the father, and acts of ownership exercised by him during his life, are circumstances of evidence as to his intention, although by no means conclusive. (a) Where the child in whose name the purchase was taken 'was an infant at the time, possession taken by the father, and the receipt of the rents by him during his life, will not be deemed subversive of the child's claim; but such acts will be considered as done by the father in his character of guardian :(6) although it was observed by Lord Chief Baron Eyre, " that it would be pretty difficult for a son to succeed in a bill against the father for those rents."(e) Moreover, in such a case, the unfitness of an infant to be a trustee is an additional ground for presuming an intention on the part of the father that he should take beneficially.(t^) In one case a distinction was taken on the ground that the parent exercised acts of ownership after the infant had come of age, and had become competent to assert his rights ; in which case it was said that the child should be trustee for the father.(e) This distinction, however, cannot be depended on. It seldom happens that the father gives the son possession during his life. Yet in Grey v. Grey, the court clearly did not recognize any difference on that ground; for, said the Lord Chancellor, in his judgment, "If the son suffer the father, who purchased in his name, to receive the profits, &c, this act of reverence and good manners will not contradict the nature of things, and turn a presumptive advancement into a trust."(/) And in the late case of Sidmouth v. Sidmouth,(#) where the father during his life had re- ceived *the dividends of stock purchased in his son's name, Lord r^-inr-i Langdale, M. R., observed that the circumstance of the son's being adult did not appear to him to be material. (g) Acts done by the child, authorizing the enjoyment by the father of the beneficial interest in the property, such as receipts for rent for the father's use, or a power of attorney for him to receive the dividends of (z) Reddington v. Reddington, ubi supra ; Dyer v. Dyer, 2 Cox, 94. (a) Murless v. Franklin, 1 Sw. 17 ; Scawin v. Scawin, 1 N. C. C. 67. [See Cart- wright v. Wise, 14 Illin. 417 ; Knouff v. Thompson, 16 Penn. St. 357.] (6) Mumma v. Mumma, 2 Vern. 19 ; Lamplugh v.Lamplugh, 1 P. Wms. Ill ; Taylor v. Taylor, 1 Atk. 386. (c) Dyer v. Dyer, 2 Cox, 95. (d) Lamplugh v. Lamplugh, 1 P. Wms. 112. («) Lloyd v. Reap, 1 P. Wms. 608. (/) Grey v. Grey, 2 Swanst. 600; 2 Sugd. V. & P. 143. (ff) Sidmouth v. Sidmouth, 2 Beav. 456. (1) In the case of Kilpin v.Kilpin, it was said by the Lord Chancellor (Lord Brough- am), that it was a material circumstance, if « provision had been previously made for the child or not, but that was far from being decisive. Kilpin v. Kilpin, 1 M. & K. 542. 11 162 TRUSTEES BY RESULTING stock, will not of themselves, or when joined with the fact of the father's possession, be sufficient to convert the child into a trustee.(A) Where the estate purchased is reversionary, possession can afford no evidence until the determination of the previous estate.(i) And in the case of a purchase in the joint names of the father and son, the father's possession being consistent with the deed is no evidence of a trust.(ft) So the circumstance of the parent paying fines, or laying out money in repairs or improvements of the estate, will not of itself make the child a trustee. (J) However, in a late case Sir K. Bruce, V. C, seems to have laid some stress on the fact of the father having paid the subsequent calls on shares purchased by him in his son's name, in order to assist him to the conclusion that the purchase was a trust for the father's benefit.(m) In like manner any contemporaneous act which is wholly inconsistent with the notion that the child was intended to take beneficially, will make him a trustee. For instance, a surrender at the same court made by a father to the use of his will of a copyhold taken in his son's name ;(m) or where it appears that the object of the transaction was to effect some particular purpose, e. g., to sever a joint tenancy, or to avoid a liability attaching upon the owner of the legal estate.(o) And where the father put in his own life and the lives of his two sons, and at the same court took a license to himself to lease for 70 years, that was held sufficient to show that he did not intend his sons to take beneficially. (p) Any evidence, however, which is used for the purpose of displacing the title of the nominee, unless it be founded on his own admission or declaration of the trust, must be contemporaneous with the purchase. Subsequent acts or declarations of the purchaser, or any other matter arising ex post facto, cannot be admitted for this purpose : although they be of the most unequivocal and conclusive description.^) On this ground a subsequent mortgage or devise, or other disposition by the purchaser of the property, will not affect the rights of the child, if the original transaction can be established as an advancement in his favor.(r) It is, however, quite clear, that according to the general rule of equity, if a father devise to another the estate bought in the name of a child, (h) Taylor v. Taylor, 1 Atk. 386 ; Sidmouth v. Sidmouth, 2 Beav. 447. [See Butler v. M. Ins. Co. 14 Alab. 117.] (i) Murless v. Franklin, 1 Sw. 18. (7c) Grey v. Grey, 2 Sw. 599. (I) Momma v. Mumma, 2 Vern. 19. (to) Scawin v. Scawin, 1 N. C. C. 67. (n) Prankerd v. Prankerd, 1 S. & S. 1. (o) Baylis v. Newton, 2 Vern. 28 ; Birch v. Blagrave, Ambl. 264; 2 Sugd. V. &P. 144. ( p ) Swift d. Farr v. Davis, 8 East, 354, n. (g) Finch v. Finch, 1 5 Ves. 5 1 ; Murless v. Franklin, 1 Sw. 1 3 ; Prankerd v. Prankerd, 1 S. & S. 1 ; Crabb v. Crabb, 1 M. & K. 519 ; Sidmouth v. Sidmouth, 2 Beav. 455. [See ante, p. 94, note.] ()-) Back v. Andrew, 2 Vern. 120 ; Dyer v. Dyer, 2 Cox, 92 ; IP. Wms. 112; Finch v. Finch, 15 Ves. 51 ; Murless v. Franklin, 1 Sw. 13 ; Skeats v. Skeats, 2 N. C. C. 9; [Cartwright v. Wise, 14 Illin. 417 ; Knouff v. Thompson, 16 Penn. St. 357.] OR PRESUMPTIVE TRUST. 163 and make other provisions for the child by his will, the child would be put to his election. (s) Nevertheless, in the early case of Shales v. Shales, a *child under such circumstances was not put to his electipn.(tf) And in order to raise a case of election against the child the dis- •- J position of the estate by the will must be distinct and explicit.(w) The presumption as to the intention of the parties with regard to a purchase of one estate cannot be affected by circumstances connected with similar purchases of other estates by the same parties, (x) II.— WHERE THERE IS A VOLUNTARY CONVEYANCE WITHOUT ANY DECLARATION OF TRUST. It has been laid down broadly by Mr. Cruise in his Digest, that, where the legal estate in lands is conveyed to a stranger, without any consi- deration, there arises a resulting trust to the original owner ; in con- formity to the old doctrine, that where a feoffment was made without consideration, the use resulted to the feoffor. («/) And in support of this doctrine that learned writer cites the case of Duke of Norfolk v. Browne,(g) in which case the duke had executed a grant of the next avoidance of a church to a clergyman ; but the grantee hnew nothing of it, and de- posed that he did not purchase it of the duke ; and it was decreed to be a resulting trust for the grantor, there being no trust declared. (s) However, notwithstanding the authority of a statement coming from such a quarter, it is conceived that the proposition, as stated above, cannot be supported. It was distinctly laid down by Lord Hardwicke in the case of Young v. Peachy,(a) that it was by no means the rule of the court, that, where a voluntary conveyance is made, a trust shall arise by implication. (a) And it has long been the settled doctrine of the court, continually recognized, and acted upon, by a series of eminent Judges, that a voluntary conveyance, or assignment, of real or personal estate, if duly executed and acted upon, will be valid and binding upon the original owner, and subsequent volunteers claiming under him. (b) However, it is scarcely necessary to add, that such a disposition of pro- perty will not affect the rights of creditors, or subsequent purchasers for valuable consideration, (e) With regard to the case of Norfolk v. Browne, which appears to be relied upon by Mr. Cruise as an authority for his (s) Dummer v. Pitcher, 5 Sim. 35; S. C. 2 M. & K. 262; 2 Sugd. V. & P. 144. (t) Shales v. Shales, 2 Freeman, 252. («) Dummer v. Pitcher, 2 M. & K. 262. (x) Murless v. Franklin, 1 Sw. 19. (y) 1 Cruis. Dig. tit. 12, Ch. 1, s. 52. (z) D. of Norfolk v. Browne, Prec. Ch. 80. [But see 2 Spence Eq. 198.] (a) Young v. Peachy, 2 Atk. 256 ; and see Fordyce v. Willis, 3 Bro. C. C. 585. (6) Clavering v. Clavering, 2 Vern. 473 ; Boughton v. Boughton, 1 Atk. 625 ; Cook v. Fountain, 3 Sw. 590 ; see Cecil v. Butcher, 2 J. & W. 573 ; JefFerys v. Jefferys, 1 Cr. & Ph. 138 ; Dummer v. Pitcher, 2 M. & K. 262. (c) See stat. 13 Eliz. c. 5, and 27 Eliz. c. 4. 164 TRUSTEES BY RESULTING statement of the law on this subject, we shall presently see, that the view of the law taken above is not at all controverted by that decision.(l) It may therefore be stated as the clear result of the authorities, that where a person, being a stranger in blood to the donor,(c?) and d fortiori *if connected with him by blood,(e) is in possession of an estate(2) L 'J under a voluntary conveyance, duly executed, the mere fact of his being a volunteer will not of itself create any presumption that he is a trustee for the grantor ;* but he will be considered entitled to the en- joyment of the beneficial interest, unless that title is displaced by suffi- cient evidence of an intention on the part of the donor to create a trust: and, as was observed by the Lord Chancellor in the case of Cook v. Fountain, (/) he need not bring proofs to keep his estate, hut the plaintiff must bring proofs to take it from him.(/) It is to be observed, that a deed may be founded on some consideration, and yet still come within the technical definition of a voluntary instru- ment. In equity the statement of a mere nominal pecuniary considera- tion certainly would not be allowed to affect the construction or operation of a ieed.(g) But if the consideration be that of blood, that amongst other circumstances would probably have some weight with the court in deciding whether or not a resulting trust were created, or a voluntary conveyance. However, the title of a volunteer is never favored in a court of equity ;(A) and proper evidence will always be admitted in these 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) (d) Cook v. Fountain, 3 Sw. 585. (e) Williamson v. Codrington; 1 Ves. 511 ; Lord Townshend v. Wyndham, 2 Ves. 10; Dummer v. Pitcher, 5 Sim. 35 ; and 2 M. & K. 262, 273. [See Bank TJ. S. v. House- man, 6 Paige C. E. 526 ; Miller v. Wilson, 15 Ohio, 108.]' (/) Cook v. Fountain, 3 Sw. 590. [g) See Young v. Peachy, 2 Atk. 256. (A) Cook v. Fountain, 3 Sw. 591. (i) Hutchins v. Lee, 1 Atk. 449 ; Cook v. Fountain, 3 Sw. 585 ; Young y. Peachy, 1 Atk. 256. (1) It may be observed that where a gift is made by will, that of itself supposes 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 other use, than to the use of the donee. See 1 Pow. Jarm. D.ev. 208. (2) It is scarcely necessary to repeat here, that, as a general rule, equity will not recognize 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 to 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. 1 Philbrook v. Delano, 29 Maine, 410. Here the grantee was father-in-law to the grantor ; but no stress was laid on the connection. OR PRESUMPTIVE TRUST. 165 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 contemporaneously 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 Frauds.(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 by the p^Q-, defendant, with a view of disproving the plaintiff's case ; then, J according to the general rules of evidence the plaintiff in his turn may have recourse to similar proofs for the purpose of rebutting that evi- dence.^) 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 ingre- dients of evidence, from which the court will infer it to have been the intention of the party, not to divest himself of the beneficial ownership by the execution of a voluntary conveyance. Thus a 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 Norfolk v. Browne, and that decision may there- fore thus be well accounted for. But in truth the very meagre and im- perfect report of the case renders it impossible to examine, or ascertain the principles, on which the Lord Keeper rested his decision ; and it therefore cannot be looked upon as a very sufficient authority on the general principle of law involved init.(p) So where the grantor continues in possession of the property, and to (k) Clavering v. Clavering, 2 Vera. 473 ; Lady Hudson's case, cited lb. 476 ; Birch v. Belgrave, Ambl. 266. (Z) Taylor v. Taylor, 1 Atk. 386 ; and see Fordyce v. Willis, 3 Bro. C. C. 576 ; see Dyer v. Dyer, 2 Cox, 93, 4 ; Leman v. Whitley, 4 Russ. 423. [Philbrook y. Delano, 29 Maine, 410 ; Rathbun v. Rathbun, 6 Barb. S. C. 105.] (m) See next chapter, Young v. Peachy, 2 Atk. 256 ; Pitcairne v. Ogbourne, 2 Ves. 375. (n) Dyer v. Dyer, 2 Cox, 93, 4. [Steere v. Steere, 5 J. C. R. 1.] (o) Cecil v. Butcher, 2 J. & W. 573. (p) Prec. Ch. 80. 166 TRUSTEES BY RESULTING exercise acts of ownership over it ;(q) and more especially if the grantee recognize 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 presumption, that a trust was in- tended. Evidence of this nature will be admitted for the purpose of establish- ing a trust against the volunteer, though connected by relationship 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.(tf) 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 intention, that the child should take only as a trustee.(w) 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 excludes the presumption, that an advancement 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 affection to himself for life, with remainder to his wife for life, and ■ then to his own son the defendant in fee ; it was proved that the object i 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 subsequently to the conveyance. And the Lord Chancellor declared that if the entire fee had been con- veyed to the son he would have taken it to he 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.(?/) This decision evidently pro- ceeded upon the conclusion, that those limitations showed, that the con- veyance was not executed solely for the purpose of severing the joint tenancy. (q) Barlow v. Heneage, Prec. Ch. 211 ; Birch v. Blagrave, Ambl. 264; Cook v. Foun- tain, 3 Sw. 593. (r) Cook v. Fountain, 3 Sw. 593. (s) Platamore v. Staple, Coop. 253. (t) See George v. Howard, Y Price, 646 ; Dummer v. Pitcher, 2 M. & K. 21Z j and Dyer v. Dyer, 2 Cox, 93. (u) Birch v. Blagrave, Ambl. 265. (x) Cecil v. Butcher, 2 J. & W. 565, and cases cited. (y) Baylis v. Newton, 2 Vern. 28. 1 On a conveyance to bar an estate tail, under the Pennsylvania Act, the grantor will have an equitable fee simple or fee tail, according as the bar of the entail is effec- tual or not. Pierce v. Hakes, 23 Penn. St. 243. [*io9] ; OR PRESUMPTIVE TRUST. 167 In like manner, where a bond for a sum of money was executed by a fatber in favor of one of bis daughters, for the purpose of avoiding the tax on his -property, and that purpose seems to have been recognized by the daughter, who was provided for equally with the other children with- out the bond ; and the bond had always remained in the father's posses- sion : the Lord Keeper held it to be a trust for the father, and decreed the bond to be set aside.(a) So in another case, a father made a secret conveyance of real estate 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 by the father in order to disqualify him- self 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 con- veyance, 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. 1 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 serving as sheriff, the court would have refused to establish the trust, for " that would have been against conscience, and in fraud of the law. "(J) 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;(c£) 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 behalf of the son.(e) The case of Ward v. Lant, may perhaps appear at first sight not to (z) Ward v. Lant, Prec. Ch. 182. (a) Birch v. Blagrave, Ambl. 264; and see Gaskell v. Gaskell, 2 Y. & Jerv. 502. (&) Birch v. Blagrave, Ambl. 266. [See ante, 93, note.] (c) Col. Pitt's case, cited Ambl. 266 ; Curtis v. Perry, 6 Ves. 747. (d) Roberts v. Roberts, Daniel, 143 ; Brackenburj v. Brackenbury, 2 J. & W. 391 ; Cecil v. Butcher, lb. 565. (e) See Brackenbury v. Brackenbury, ubi supra ; Cecil v. Butcher, ubi supra. [See Fields v. Lonsdale, 13 Beav. 787.] 1 In Carr v. Hilton, 1 Curtis C. C. 230, a bankrupt had conveyed property with a secret trust for himself in fraud of creditors, and it was held, that the assignee in bank- ruptcy could come into equity to enforce the trust. 168 TRUSTEES BY RESULTING be in accordance with this doctrine ; but it will be seen on examination that the daughter there had recognized the purpose for which the bond r*i 1 m k a< ^ *' 3een executed, and it would therefore have been fraudulent and inequitable for her to have enforced payment of it to her- self.(/) Where, however, the purpose contemplated by the deed, though illegal, or such as the court would not sanction, is abandoned, or not acted upon, by the parties, it seems that the court will not recognize 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 lagainst suing on the deed at law until the hearing of the cause. (g) 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. Bla- grave, 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. 1 In the case of Naldred v. Grilham,(A) where a woman made a voluntary settlement in favor of a nephew without power of revocation, but she kept it in her own possession, and subsequently burned it, and made another settlement of the same property on a different 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 plaintiff, and the fraudulent nature of that proceeding had evidently considerable in- fluence 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 custody, 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 (/) Ward v. Laut, Prec. Ch. 182. (g) Birch v. Blagrave, Ambl. 262 ; Platamore v. Staple, Coop. 250. (h) Naldrea v. Gilham, 1 P. Wms. 577. (i) Cotton v. King, 2 P. Wms. 358 ; King v. Cotton, lb. 674. 1 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. OR PRESUMPTIVE TRUST. 169 another point :(«') and it will be observed in this case also, that fraud in obtaining possession of the deed formed a material item in the Lord Chancellor's proposition. In Uniacke v. Giles,(&) 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 person. The bill was filed by the nephew against the representative of the trustee to esta- blish the first deed. But the Lord Chancellor of Ireland held that whether the deed contained a power of revocation or not, and however formally it was executed, its retention in the custody of the donor made it revocable, and he therefore dismissed the bill.(A) •In all these cases it will be observed that the party claiming tinder the *first voluntary deed was a plaintiff seeking the aid of equity r*-i i -i -i to enforce his claim ; without entering, therefore, 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. (I) On the other hand, authorities are to be found of a contrary tendency ; and which shows 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 subse- quent will, although the deed had remained in his possession, and the profits of the estate had been received by him up to his death.(wi) And in Clavering v. Clavering, (w) 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 among his papers : and he had frequently recognized the second deed as the settlement of the property.(w) So in Boughton v. Boughton,(o) Lord Hardwicke decided that a volun- tary settlement without a power of revocation, which had been kept by the settlor in his possession, was not revoked by a subsequent will.(o) In the case of Roberts v. Roberts,(^>) in the Exchequer, the observations of the Lord Chief Baron tend strongly to the same effect.(jp) And in Brackenbury v. Brackenbury,^) Lord Eldon refused to relieve a devisee against the effects of a voluntary settlement, which had remained in the possession of the grantor without being made use of up to the time of his (i) Cotton v. King, 2 P. Wms. 358; King v. Cotton, lb. 674. (ft) Uniacke v. Giles, 2 Moll. 267. (I) See Cook v. Fountain, 3€w. 591 ; Cecil v. Butcher 2 J. & W. 565, 573. (m) Barlow v. Heneage, Prec. Ch. 211. (») Clavering v. Clavering, 2 Vern. 473. (o) Boughton v. Boughton, 1 Atk. 625. (p) Roberta v. Roberts, Daniel, 143. (g) Brackenbury v. Brackenbury, 2 J. & W. 391. 170 TRUSTEES BY RESULTING ' death, although the party claiming under the deed had fraudulently ob- tained possession of it from the devisee.(g') 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 inter- posing 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,(r) or by his heirs or devisees, or his personal representa- tives after his death.(s) The whole of the authorities on this subject have been collected, and the principles on which they proceed considered, by Sif Thomas Plumer, M. R., in his judgment in the case of Cecil v. Butcher. (t) 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 posses- sion ; not merely upon whether it is made for a particular purpose ; but when all *these circumstances are connected together ; when it is L -• 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 instru- ment. 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 pur- pose requires it ; the question is whether there is not a locus penitentw; if, under such circumstances, the grantee furtively 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 meant him to have it ; and will not a court of equity at least refuse him its assistance ? This principle will be found to pervade all the cases. It may, perhaps, when the transaction is known to both parties, rest upon the supposition of a collateral agree- ment 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 pur- pose 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 re- mained 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 (q) Brackenbury v. Brackenbury, 2 J. & W. 39X. (r) Cook v. Fountain, 3 Sw. 565. * (s) D. of Norfolk v. Browne, Preo. Ch. 80 ; Young v. Peachy, Atk. 254 ; Birch v. Blagrave, Ambl. 264. (t) Cecil v. Butcher, 2 J. & W. 565, V3. OR PRESUMPTIVE TRUST. 171 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 subsequent 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.(w) How- ever, 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 especially be- tween father and son the slightest consideration (such as a person joining in a conveyance), will be sufficient to support a conveyance even against creditors, and a fortiori will suffice to prevent a resulting trust.(«/) Where the conveyance is expressed in the deed to be for a valuable 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.(g) 1 According to the circumstances of the case as established in evidence, a resulting trust for the donor may be supported as to part of the pro- perty, which is the subject of a voluntary grant, and not supported as to the remainder.(a) *And where the grantor has made out in evidence a case for ?■%-< -. q-i a trust against the grantee, it is of course open to the latter 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 circumstances, such as the nature of the property, and the conduct and situation of the parties, and also the provisions of the deed. Thus in Cook v. Fountain,(e) a voluntary grant of a rent-charge de ■ novo to a stranger was considered to be inconsistent with an intention that it should be held in trust ; and the deliberation with which the grant (t) Cecil v. Butcher, 2 J. & W. 565, 73. (u) Lady Hudson's case, cited 2 Vern. 476 ; Birch v. Blagrave, Ambl. 266. (a;) Cecil v. Butcher, 2 J. & W. 578 ; Dummer v. Pitcher, 2 M. & K. 262. (y) Middleton v. Ld. Kenyon, 2 Ves. Jun. 410 ; 2 Sugd. V. & P. 262. (z) Leman v. Whitley, 4 Russ. 423. [See the remarks of Judge Story on this case. Eq. Jur. I 1999, note 2.] (a) Cook v. Fountain, 3 Sw. 585. (6) Lake v. Lake, Ambl. 127. ' (c) Cook v. Fountain, 3 Sw. 596, 7. 1 Wilkinson v. Wilkinson, 2 Dev. Eq. 376; Philbrook v. Delano, 29 Maine, 410; Eathbun v. Rathbun, 6 Barb. S. C. 98. In the last case it was also held, that a cove- nant 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 ; and see Benning v. Benning's Ex'r, 14 B. Monr. 585. 172 TRUSTEES BY RESULTING was executed in that case seems also to have influenced the court in deciding against the existence of any trust, although a trust was esta- blished in the same case with respect to a grant of leases.(e) And in Baylis v. Newton,(d) a father being seised in fee of an undivided third of an estate, made a voluntary conveyance to himself for life, with re- mainder 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 pre- sumption 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 incon- sistent with an intention on his part to take the whole by a resulting trust, and the son was consequently held to be beneficially entitled.(d) 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 displace a trust which has been otherwise previously established in evidence 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 contravention of public policy.(/) III.— WHERE THERE IS A VOLUNTARY DISPOSITION OF PROPERTY UPON TRUSTS, WHICH ARE NOT DECLARED, OR ARE ONLY PARTIALLY DE- CLARED, OR PAIL. There is no equitable principle more firmly established than that, where a voluntary disposition(l) of property by deed 1 or will is made to a person as trustee, and the trust is not declared at all ; 3 or is ineffec- tually declared ; 3 or does not extend to the whole interest given to the trustee; 4 *or it fails either wholly or in part by lapse or other- L -■ wise : 5 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. (c) Cook v. Fountain, 3 Sw. 596-7. {d) Baylis v. Newton, 2 Vera. 28. (e) Cook v. Fountain, 3 Sw. 590-1. (/) Curtis v. Perry, 6 Ves. 746. (1) Where there is a conveyance or settlement for valuable consideration, this principle will not be applied so as to defeat the operation of the deed. Therefore, where in a marriage settlement a term 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. ' See Stevens v. Ely, 1 Dev. Eq. 493. 2 Post, 114. 3 Post, 116. '■ Post, 118. s Postj 134 . OK PRESUMPTIVE TRUST. 173 And to this head by far the most usual cases of resulting trusts are to he referred.^) 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 in- strument, that the person to whom the property is given is to take it in trust. Where the gift is expressly " in trust," or the donees are men- tioned in the instrument as " trustees," the point is clear against them ; so clear, indeed, that parol evidence would be inadmissible 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 particular purpose of satisfying which the estate is devised, the law is the same, though the word 'trust' is not used."(i)(l) And first with respect to those cases where the trust is not declared 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 con- struction 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 :(m) 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 property was given should take it.(n)(2) (ff) Moriee v. Bishop of Durham, 10 Ves. 537 ; Paice v. Archbp. of Canterbury, 14 Ves. 370. [h) Gladding v. Yapp, 5 Mad. 59 ; 2 Wms. Exors. 904; 1 Jarm. Pow. Dev. 506. (i) Moriee v. Bishop of Durham, ubi supra ; King v. Denison, 1 V. & B. 273 ; vide supra, Division I, Ch. ii, s. 2. (A) 10 Ves. 527 ; Goodere v. Lloyd, 3 Sim. 538 ; 2 Phill. 793. (1) Brown v. Jones, 1 Atk. 101; Sidney v. Shelley, 19 Ves. 359; see Emblyn v. Free- man, Prec. Ch. 542. (to) Emblyn v. Freeman, Prec. Ch. 542; Sheldon v. Barnes, 2 Ves. Jun. 447; Collins v. Wakeman, lb. 683. [Taylor v. Haygarth, 14 Sim. 8 ; Onslow v. Wallis, 13 Jur. 1085 ; Fitch v. Weber, 6 Hare, 148 ; Flint v. "Warren, 12 Jur. 810 ; 16 Sim. 124.] (n) Moriee v. Bishop of Durham, 10 Ves. 537. (1) 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 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 himself personally, 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, 123, n. 1.] (2) In the early case of Martin v. Douch and Overton, a testator ordered 40Z. 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 174 TRUSTEES BY RESULTING In these cases it is immaterial that the subject of such a gift is a par- ticular or partial interest, reserved or created out of a larger estate, as, for instance, a term of years, or a specified sum of money.(o) *And it is to be observed, that, as between the heir at law L -■ and the next of kin of the donor, there will be no equitable con- version 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 estate to trustees, in trust to sell after his death for several purposes, and amongst others, that £200 should be disposed of as he should by a note appoint ; and he died having made no appointment. It was held that there was a result- ing 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 bequeath the remainder of my estate, real and personal, and whatever shall he due to me for half-pay," &c, without saying more : it was considered that the intention thus manifested by the testator to dispose of the resi- due, though left inchoate, converted the executor into a trustee for the next of Jcin.(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 £1000 to his executor, 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 £1000. (s) In like manner, in the very recent case of Corporation of Gloucester v. Wood,(i) the testator, James Wood, made a codicil to his will in these (0) Emblyn v. Freeman, ubi supra; Collins v. Wakeman, ubi supra. (p) Emblyn v. Freeman, ubi supra ; Collins v. Wakeman, lb. ; 2 Pow. Dev. 32, &c, by Jarman ; Sidney v. Shelley, 19 Ves. 358, vide post. (j) Emblyn v. Freeman, Prec. Ch. 542. (»■) Bishop of Cloyne v. Young, 2 Ves. Sen. 91 ; see Langham v. Sanford, 17 Ves. 435. [See Mappv. Elcock, 2 Phill. 793.] (s) Collins v. "Wakeman, 2 Ves. Jun. 683. (0 Corporation of Gloucester v. Wood, 3 Hare, 131, [aff'd; 1 H. L. Cas. 272; sub nom. Corp. Gloucester v. Osborne.] by Sir Harbottle Grimstone, M. R., that P. M. should have the 40/!., as the testator did not intend 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. (1) Upon the same principle, where a residuary bequest was cancelled by drawings 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 ; Skrynr sher v. Northcote, 1 Swanst. 566. OB, PRESUMPTIVE TRUST. 175 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 corpo- ration was precluded from taking either the legacy of £60,Q#0 or that of £140,000, which therefore sunk for the benefit of the residuary lega- tees : and his Honor considered, that the fact of the donee's being a corporation made no difference for the purpose of this construction. (t) 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 accordingly 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 col- r-%-, -. ^-i lected from the general scope of the will. Therefore, where there was a devise to trustees for ninety-nine years upon the trusts thereinafter expressed, and from and after the expira- tion or sooner determination of the term in strict settlement, and no trusts of the term were declared ; Lord Eldon considered, that the in- tention 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 limitations of the will.(w) 2d. Where 4he 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 decreed, 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.^) 1 In what cases the court will establish a resulting trust upon an imper- fect declaration of this description in opposition to the claim of the donee, " is a question which must be decided upon the construction of the language of the instrument in each particular case."(?/) (t) Corporation of Gloucester v. Wood, 3 Hare, 131, [aff'd, 1 H. L. Cas. 272, sub nom. Corp. Gloucester v. Osborne.] (u) Sidney v. Shelley, 19 Ves. 352. (x) Moriee v. Bisbop of Durham, 10 Ves. 527, 537. \y) Per Lord Cottenham in Ellis v. Selby, 1 M. & K. 298., 1 But in Cawood v. Thompson, 22 L. J. Ch; 835, 17 Jur. 798, where, after giving charitable legacies by a codicil, a testatrix, by another codicil, declared that if any of them should fail, by reason of any of her estate being of such a nature as could not legally be devoted to charitable purposes, she gave such part to A. and B. for their absolute use and benefit; having full confidence that they would desire to carry out her intentions ; but she declared that that should not have the effect of imposing a trust on them, or in any manner qualifying their interest in the bequest. It was held, that A. and B. took beneficially, and not as trustees, for the next of kin. See to same effect Lomax v. Rip- ley, 24 L. J. Ch. 254 ; 19 Jur. 273. 176 TRUSTEES BY RESULTING 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. E., and subsequently on appeal before Lord Eldon. In that case, the testatrix bequeathed all her personal estate to the Bishop of Durham, his exe- cutors, &c, upon trust to pay her debts and legacies, &c. ; and to dis- pose of the ultimate residue " to such objects of benevolence and libe- rality as the bishop in his own discretion, should most approve of;" and she appointed the bishop her sole executor. The Master of the Kolls held, that it was clear from the words of the will, that this was a gift upon some trust, and not for the personal 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 Chan- cellor (Lord Eldon).(s) 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 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,(J) the testator gave the residue of his estate to his executor upon trust, in default of appointment by him, " to pay and apply the same in or towards such charitable or public purposes 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 discretion, will, and pleasure, think fit." The case came before Sir John Leach, V. C, who decided f - !j . 1 1 „-. *that the trust was too general and undefined to be executed by *- J the court ; that the executors could not take, because the gift was expressly made to them in trust ; and the next of kin were there- fore entitled. So in Fowler v. Garlike,(e) 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 dis- tribution 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 to execute, and his Honor declared the next of kin entitled.(c) To these succeeded the cases of Ellis v. Selby,(d) and Stubbs v. Sargon.(e) In the former case a testator gave a fund to his executors 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 (z) Morice v. Bishop of Durham, 9 Ves. 399 ; S. C. on Appeal, 10 Ves. 522. (a) James v. Allen, 3 Mer. 17. (6) Vezey v. Janson, 1 S. & S. 69. (c) Fowler v. Garlike, 1 R. & M. 232. (d) Ellis v. Selby, 7 Sim. 352 ; S. C. on Appeal, 1 M. & Cr. 286. (c) Stubbs v. Sargon, 2 Keen, 255 ; S. C. on Appeal, 3 M. & Cr. 507. OR PRESUMPTIVE TRUST. 177 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. Shad- well, V. C, and afterwards on, appeal by \oxi Cottenham, C, that a trust was created, but so indefinite a one that it could not be executed. However, there was no resulting trust, as the interest undisposed of fell into the residue.(d) 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 following terms : " The enclosed note of £2000 I have given to Sarah Sargon for her sole use and benefit, independent of her husband, for tbe express purpose of enabling her to present to either branch of my family any interest or principal thereon as the said Sarah Sargon 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 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 endorsed the same in her favor." The case came before Lord Langdale, M. R., and after-' wards, 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 exe- cuted, and that the sum secured by the note constituted part of the testa- trix's estate.(e) In all the cases that have been mentioned the declaration of the parti- cular trust was considered to be insufficient from the uncertainty of its nature and objects ; but the intention that the donees should in no case be entitled to the beneficial interest, was, notwithstanding, thought to be sufficiently apparent, and they were consequently decreed to take the property as trustees by resulting trust. However, no resulting trust will be raised and established against the donee, unless the testator has sufficiently expressed his intention that they should take only in trust for others. 1 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 resi- due of my personal estate, after payment of my debts, -legacies, &c, (d) Ellis v. Selby, 7 Sim. 352 ; S. C. on Appeal, 1 M. & Cr. 286. («) Stubbs v. Sargou, 2 Keen, 255 ; S. C. on Appeal, 3 M. & Cr. 507. (/) Gibbs v. Bumsey, 2 V. & B. 294 ; but see Ellis v. Selby, 1 M. & Cr. 297, 8. 1 In Hughes v. Evans, 13 Sim. 496, a testator devised all his freehold estates to hia 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 wlas imposed on E., there was no resulting trust in favor of his heir. When a testator gave the residue of his estate, after payment of debts and legacies, to his executors, " to be disposed of as they think proper," it was held that the executors took beneficially, and that parol evidence was not admissible to show that they took in trust. Ealston v. Telfair, 2 Dev. Eq. 255. 12 178 TRUSTEES BY RESULTING *unto my said trustees and executors, to be disposed of unto L J such person and persons, and in such manner and form, and in such sum and sums of money, as they, in their discretion, shall think proper and expedient." Apd Sir Wm. Grant, M. R., decided that there was no sufficient indication of an intention on the part of the testatrix to create a trust, and that the residuary 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 declarations 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 ; a fortiori such evidence is admissible, where the property consists of personal estate. (g) But if the donee be plainly and unequivo- cally declared a trustee in the instrument itself, then parol evidence will not be received for the purpose of contradicting that declaration. (h) 3d. Where a gift of property is expressed to be made for particular 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 cha- racter.^') 1 (g) Gainsborough v. Gainsborough, 2 Vera. 253; Walton v. Walton, 14 Ves. 322; Langham v. Sanford, 17 Ves. 435 ; and S. C. 2 Mer. 17. (h) Walton v. Walton, 14 Ves. 322 ; Gladding v. Yapp, 5 Mad. 59; Langham v. Sanford, 2 Mer. 17 ;- vide post, p. 94. (i) 2 Jarm. Pow. Dev. 32. 1 Huston v. Hamilton, 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. PL, 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 Sheaffer's Appeal, 8 Barr, 38, there was a devise to A. "for the sum of $6000 — $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. But in a recent case in Kentucky, a deed of personal property by the granting clause conveyed "all the right, title, and interest" of the grantor to a trustee, "for the use and benefit" of the grantor's wife. After a recital of a suit for divorce and alimoDY, that a compromise had been agreed upon therein, and that the deed had been made in pursuance of the compromise, the habendum was in trust to the use and benefit of the cestui que trust " so long as she lives," and the trustee was to appropriate the property as thereby to maintain the cestui que trust out of the annual profits so long as she lived. The grantor bound himself, his heirs, &c, never to claim the property or any part thereof, or its profits, at any time whatever, and the wife was not to claim any other part of her husband's estate. It was held that an absolute estate in the property passed ; that there was no resulting trust to the grantor after the death of the cestui que trust; and that the husband's belief at the time of making the deed that he had only an estate for the life of his wife in the property, of which extrinsic evidence appears to have been admitted without objection, did not alter the case. Benning v. Benning's Exr. 14 B. OR PRESUMPTIVE TRUST. 179 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.(l) The question whether the donee will or will not be entitled to the un- exhausted 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 pay debts, that is a gift for the particular purpose, and nothing more. The former is a gift of an estate of inheritance, for the purpose of giving the donee the beneficial interest, subject to the parti- cular purpose ; the latter is a gift for a particular purpose, with no in- tention of giving any beneficial interest. Where, therefore, the whole legal estate *is given for the purpose of satisfying trusts ex- pressed, which do not exhaust the whole, so much of the bene- •- J ficial interest as is not exhausted belongs to the heir. But where the whole legal interest is given for a particular 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, (I) a testator devised his lands to (A) In King v. Denison, 1 V. & B. 272. [See King v. Mitchell, 8 Peters, 349.] (Z) Hobart v. Conntess of Suffolk, 2 Vern. 644. (1) Before the statute of 1 Will. IV, c. 40, the mere appointment of an executor 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 expressly 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 other- wise to a person, who is also appointed executor : and whether the gift in such case will or will not confer any beneficial 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 William Grant at the original hearing of the 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. S; P. Cradock v. Owen, 2 Sm. & Giff. 247.] Monr. 585. The principal stress of the argument turned on the general release or quit. claim of the husband, in connection with the fact that the property was personalty, , which did not require words of inheritance. 180 TRUSTEES BY RESULTING 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 disposition of the remainder in fee. It was contended for the devisees, that the devise, being to them and their heirs upon the trusts after-mentioned, imported, that they should be trustees only for those purposes, 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 1000Z. 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 undisposed of, and resulted to the heir.(m) The rule will be the same, though the interest thus partially disposed of consists of a particular portion, severed from the bulk of the property: as where a term of years is created for certain purposes 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 or other purposes, and no more is said, it is clear that there will be a re- sulting 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 fol- lowed by a devise of the real estate to the same persons in 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. were appointed executors, L J but there was no further disposition of the personal estate. It was held by V. C. K. Bruce that A. B. and C. were not entitled benefi- cially to the personalty not required for payment of the testator's debts, (p) (I) Hobart v. Countess of Suffolk, 2 Vern. 644. (m) Sherrard v. Ld. Harborough, Ambl. 165. {n) Wych v. Packington, 3 B. P. C. 44 ; Levet v. Needhara, 2 Vern. 138. (0) Countess of Bristol v. Hungerford, 2 Vera. 645 ; Holliday v. Hudson, 3 Ves. 210; Hill v. Cock, 1 V. & B. 173 ; 2 Jarm. Pow. Dev. 34, 77, and cases there cited; Robin- son v. Taylor, 2 Bro. C. C. 589. (p) Mullen v. Bowman, 12 Law Journ. N. S. Chanc. 342 ; S. C. 1 Coll. N. C. C. 197. [See Mapp v. Elcock, 2 Phill. 793; Elcock v. Mapp, 3 H. L. Cas. 492; Cradock v. Owen, 2 Sm. & Giff. 246.] (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 contingency happens, and, if it do not happen at all, the entire fee, will result to the heir at law. Williams v. Chitty, 3 Ves. 546 ; Attorney-General v. Bowyer, 3 Ves. 725 ; Nash v. Smith, 17 Ves. 29 ; Chalmers v. Brailsford, 18 Ves. 368. OR PRESUMPTIVE TRUST. 181 However, according to the observation of Lord Hardwicke, the gene- ral rule that where land is given for a particular purpose, what remains after that particular purpose is satisfied, results, admits of several ex- ceptions, (q) Thus where it appears from the words of the instrument that the pro- perty is given subject to the particular purpose expressed, and not for the discharge of that purpose only (according to the distinction of Lord Eldon previously adverted to), the donee will take beneficially what re- mains after the satisfaction of that purpose. In Hill v. Bishop of London,^) a testator devised a perpetual advow- son 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 offer was to be made to another in a prescribed order. Lord Hardwicke observed that "the devise amounted to no more than this: — the testator gives the advowson to Grace Smith, but if such or such a college will buy it, then he lays an injunction on her to sell ; and there- fore there are two objects of the testator's bounty — G race Smith and the Colleges ;" and his lordship held that there was no resulting trust for the heir.(r) In King v. Denison,(s) the general doctrine was much discussed. There 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 seve- ral 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 rule will also be applied to bequests of personal property, or to a general devise and bequest of both real and personal property. (t) In the case of Walton v. Walton,(w) and Dawson v. Clarke,(w) Sir Wm. Grant decided in favor of the claims of executors to a residue un- disposed of; but tbose decisions proceeded on the ground of their legal title ;{u) 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 re- garded as an authority on the general question. (x) (q) In Hill v. Bishop of London, 1 Atk. 619 ; and see Walton v. Walton, 14 Ves. 322. (r) Hill v. Bishop of London, 1 Atk. 618. («) King v. Denison, 1 V. & B. 260. \t) Southouse v. Bate, 2 V. & B. 396 ; Mullen v. Bowman, 1 Coll. N. C. C. 197. (u) Walton v. Walton, 14 Ves. 313 ; Dawson v. Clarke, 15 Ves. 247. (x) See Mullen v. Bowman, 1 Coll. N. C. C. 197. [Mapp v. Elcock, 2 Phill. 793.] 182 TRUSTEES BY RESULTING *In Dawson v. Clarke, there was a general bequest to two L 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. Deni- son, 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.(y) In the recent case of Wood v. Cox,(g) a testatrix bequeathed all her personal estate to C, whom she appointed one of her executors, for his own use and benefit forever, trusting and wholly confiding in his honor, that he would act in strict conformity to her wishes. Afterwards, on the same day, she executed another testamentary paper, 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 Cottenham, who decreed C. to take the personal estate for his own use absolutely, subject to the payment of the legacies.(s) Where the gift contains expressions, importing an intention to confer a benefit on the donee, it seems that that circumstance will have con- siderable weight for the purpose of rebutting the resulting trust. Thus where a testator made and constituted his dearly beloved wife his sole heiress and executrix of his real and personal estate, to sell and dispose thereof at her pleasure, and to pay his debts and legacies, Lord Chan- cellor 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 "free and unfettered" attached to the strongest expres- sions of trust have been considered to prevent a trust from attaching to the gift.(J) And in Wood v. Cox,(c) the fact of the gift being expressed to be made to the donee "for his own use and benefit forever," appears to have had very considerable influence upon Lord Cottenham in arriving at the decision, that there was no resulting trust in that case. Upon the same principle expressions of kindness and affection — as where the gift is, to "my dearly beloved wife," have been considered to support the inference, that a beneficial gift was intended.(^) And even where the donee is merely described by the relationship, as " my cousin," (?/) Dawson v. Clarke, 18 Ves. 247 ; and see Southouse v. Bate, 2 V. & B. 396. (z) Wood v. Cox, 1 Keen, 317; S. C. on Appeal, 2 M. & Cr. 684. (a) Rodgers v. Rodgers, 3 P. Wms. 193. (6) Meredith v. Heneage, 1 Sim. 555. (c) Wood v. Cox, 2 M. & Cr. 692. (d) Rogers v. Rogers, 3 P. Wms. 193. OR PRESUMPTIVE TRUST. 183 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 parties, *and the qualifications of the donee to discharge the office of r*-|oon 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 un- fitted to discharge the duties of a trustee, will have some weight with the court in a doubtful case.(A) But where, from the whole context of the instrument, a trust is created, those circumstances alone will not have the effect of repelling it.(i) In Williams v. Jones,(A)the fact of a child being appointed executrix, was considered by Sir Wm. Grant, M. R., to be a very strong circum- stance 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 con- clusion."^) And so in the recent case of Cook v. Hutchinson,(Z) a father, an old man eighty years of age, made an indenture between him- self 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 pro- ceeded 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 be- tween 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 con- struction.^) The decision in Cook v. Hutchinson, must therefore be (e) Cunningham v. Mellish, Prec. Ch. 31 ; King v. Denison, 1 V. & B. 274. (/) See 2 Jarm. Pow. Dev. 38. [King v. Mitchell, 8 Pet. 326.] (g) Hobart v. Countess of Suffolk, 2 Vera. 644. \h) Blinkhom v. Feast, 2 Ves. Sen. 27 ; Williams v. Jones, 10 Ves. 77. (i) King v. Denison, 1 V. & B. 275. (k) Williams v. Jones, 10 Ves. 83. (Z)'Cook v. Hutchinson, 1 Keen, 42. (»») Sidney v. Shelly, 19 Ves. 358. 184 TRUSTEES BY RESULTING looked upon as a strong authority "against the existence of a resulting trust, in case of a partial 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 trus- tees, 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.(w) And so where distinct gifts of real and of personal estate are contained 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, al- though the same expressions may be attached to the gift in both cases.(o) *But where there is a gift jointly to several persons, and one •- J of them is clearly a trustee, the others will also take in that cha- racter. For, as Lord Alvanley has observed, there is no instance of making one trustee, and the other not.(p) Before the recent statute of 1 William IV, 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') 1 This last doctrine and the principle upon which it was introduced, was ' considered to be very unsatisfactory, and the courts have consequently endeavored as much as possible to pare down its application.(r) There- fore, 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 appoint- (n) Pratt v. Slacdeu, 14 Ves. 193. (o) King v. Denison, 1 V. & B. 277. \p) White v. Evans, 4 Ves. 21 ; Milnes v. Slater, 8 Ves. 295 ; Sadler v. Turner, lb. 617 ; Williams v. Jones, 10 Ves. 77. (q) Faringdon v. Knightly, 1 P. Wms. 545 ; Abbott v. Abbott, 6 Ves. 343 ; Langham v. Sanford, 17 Ves. 435, and 2 Mer. 6; Bull v. Kingston, 1 Mer. 314; [Cradock v. Owen, 2 Sm. & Giff. 247.] (r) See Lord Eldon's observations, in King v. Denison, 1 V. & B. 277. [Ante, 118, note (1).] 1 In several of the United States the common law doctrine, which gives to the exe- cutor 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 v. Hill, 2 Hayw. R. 298 ; Denn v. Allen, 1 Penning. 44, 2 Lomax Exr. 184, &c. ; Paup v. Mingo, 4 Leigh, 163. In Pennsylvania (Act of 1807, Dunlop, 241), New York (Rev. Stat. Part II, tit. Ill, art. 3. § 79), and Delaware (Rev. Code (1852), No. 1843), there are express statute provisions which exclude the executor. And it may be doubted whether in general in any of the States, under their statutes of distribution, he would be per- mitted to take beneficially without express words. Story, Eq. Jur. \ 452. In Darrah v. McNair, 1 Ashm. 240, it was held under the Pennsylvania act, that where there were 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. Merrett, 22 L. J- OR PRESUMPTIVE TRUST. 185 Jent as executor, it has, notwithstanding, been expressly decided that a lAgacy to persons, who are appointed executors, though given to them jxpressly " for their care and trouble," will not exclude the claim of those persons to take the residue beneficially ; if they claim not in the cha- racter of executors, but under a direct disposition to them personally as residuary legatees. 1 Thus in Gibbs v. Rumsey,(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 : tmd she gave and be- queathed 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, lega- cies, &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 proper. 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. B,., in deciding against that claim, said, " this testatrix, having created a trust to sell, gives many particular legacies, and among them £100 to each of her two trustees for their care and trouble in the exe- cution of the trusts of the will. That is undoubtedly sufficient to exclude any claim as executors ; but they claim not in that character, 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 distinc- tions 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 :(t) *or where the legacy is contingent and reversionary,(w) r*io4.l or specific,(:c) there would be room to contend that the gift of the (s) Gibbs v. Rumsey, 2 V. & B. 294. (t) Langham v. Sanford, 2 Mer. 21. (u) Lynn v. Beaver, T. & E. 63 ; but see Seley v. Wood, 10 Ves. 71 ; and Oldman v. Slater, 3 Sim. 84. (x) Blinkhorn v. Feast, 2 Ves. Sen. 27 ; Nisbett v. Murray, 5 Ves. 149, 158 ; but see Southcott v. "Watson, 3 Atk. 226 ; and Martin v. Rebow, 1 Bro. C. C. 154. 1 But in Cradock v. Owen, 2 Sm. & Giff. 241, a testatrix by her will, made since the statute 1 William IV, c. 40, gave to two devisees, who were also her executors, all her real and personal estate upon trust for sale, and directed that the trustees should each retain out of the produce, £50 for his care and trouble in the execution of her will and the trusts thereof; and then she gave the residue of the produce upon certain legacies, "which, as it proved, did not exhaust the fund, and made no further disposition of her estate. The testatrix had neither heir nor next of kin. The legacies and costs of suit were apportioned between the produce of the real and personal estate ; and the crown, though admitted not to he entitled to the real estate or its proceeds, was declared enti- tled to the surplus of the personalty, the executors being held to be excluded by the terms of the will independently of the statute. 186 TRUSTEES BY RESULTING 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 interest given to another person :{y) or an aliquot part, the other parts being given to other persons :{z) or a bequest for life with remainder over.fa) But if there be no such ulterior limitation, a bequest for life will have the same effect in raising the presumption of a trust as any other legacy.(S) 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.(ctf) 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. Accordingly, 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. (17) However, in Rogers 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.(A) Unless the gift, whether of real or personal property, be such as to create a presumption against the title of the donee to its beneficial en- joyment, parol evidence will not be admitted for the purpose of esta- blishing a resulting trust in favor of the heir at law or next of kin in {y) Griffith v. Rogers, Pree. Ch. 231. (z) Jones v. "Westcomb, 1 Bq. Ca. Abr. 245, pi. 10. (a) Granville v. Beaufort, 1 P. Wms. 114; see Nourse v. Finch, 1 Ves. Jun. 344. (6) Touch v. Lambert, 4 Bro. C. C. 326. (c) Blinkhorn v. Feast, 2 Ves. Sen. 27 ; Sadler v. Turner, 8 Ves. 617 ; Bawlius v. Jennings, 13 Ves. 39. [Russell v. Clowes, 2 Coll. C. C. 648.] (d) Petit v. Smith, 1 P. Wms. 7 ; Gibbs v. Rumsey, 2 V. & B. 294. (e) 2 Jarm. Pow. Dev. 40. [See Hennershotz's Estate, 4 Harr. (Penn.) 435.] (/) Farington v. Knight, 1 P. "Wms. 545 ; Rutland v. Rutland, 2 P. Wms. 213 ; Andrews v. Clark, 2 Ves. Sen. 162 ; North v. Pardon, lb. 495. (g) Starkey v. Brooks, 1 P. Wms. 390 ; Randal v. Bookey, 2 Vern. 425 ; and Prec. Ch. 162 ; Kellett v. Kellett, 1 Ball & B. 543 ; S. C. on Appeal, 3 Dow. P. C. 248. (7j) Rogers v. Rogers, 3 P. Wms. 194. OR PRESUMPTIVE TRUST. 187 opposition to the claim of the donee. 1 This was decided in the case of the survivor of several executors, to whom unequal legacies had been given. The surviving executor in virtue of his appointment claimed the whole of the residue *undisposed of. The representative r*-ioc-| 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 Win. 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 a for- tiori 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 pre- sumption. On the other hand, where the presumption of a resulting trust in these cases is once created, parol evidence will be admitted in support of the legal title of the donee, to rebut the trust.(l) The admissibility of parol evidence for this purpose has been so long and firmly established, that in the train of cases on the subject, the question has not been raised on the principle itself, but on the application of it; the doubt being whether on the whole, and sometimes the conflicting evidence, the in- tention 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 remains doubtful, the equity in favor of the heir at law or next of kin will prevail, the presumption not being rebutted.(fc) It is to be observed, however, that the rule which admits this evidence has been viewed with great disapprobation; and in modern times it has scarcely ever been received without eliciting some expressions of ani- madversion.^) (i) White v. "Williams, 3 V. & B. 72 ; and see Langham v. Sanford, 2 Mer. 17. (k) Docksey v. Doeksey, 3 Bro. P. C. 39 ; Mallabar v. Mallabar, Cas. Temp. Talb. 79; Petit v. Smith, 1 P. Wms. 7; Nourse v: Finch, 1 Ves. Jun. 344; Walton v. Walton, 14 Ves. 318; Langham v. Sanford, 2 Mer. 6; Gladding v. Yapp, 5 Mad. 56; see 1 Jarm. Pow. Dev. 499, and note 2. (I) See the observations of Mr. Justice Buller, in Nourse v. Pinch, 1 Ves. Jun. 357 ; of Lord Alvanley in Clennell v. Letwhwaite, 2 Ves. Jun. 475 ; of Lord Eldon, in Trimmer v. Bayne, 7 Ves. 518 ; and in Langham v. Sanford, 2 Mer. 16 ; and see 1 Jarm. Pow. Dev. 505, n. (1) The statute 1 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 dehors 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 disposition of the residue to an executor per- sonally. [And so it was held in Love v. Gaze, 8 Beav. 472 ; 9 Jur. 910.] 1 Ralston v. Telfair, 2 Dev. Eq. 255, stated ante, page 107, note. 188 TKUSTBES BY RESULTING 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.(w) But it is now settled that parol declarations subsequent or even ante- rior to the will are admissible.(o) Such declarations, however, are not all entitled to equal weight. Lord Eldon, in Trimmer v. Bayne,Q?) r*12fiT Addressing himself to this subject, said, "I fear 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 effica- cious. A declaration at the time of making the will is of more conse- quence than one afterwards ; and a declaration 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 ; fpr that will may very well be altered ; but he knows what he has done7 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 en- titled to very different credit and weight according to the time and cir- cumstances, "(p) So in Langham v. Sandford,^) Lord Eldon reiterated his opinion, "that in such cases the best evidence is the contemporaneous evidence, and that all the rest weighs very little in the scales."^) In like manner, where the gift is to two or more persons jointly, and the presumption of their all being trustees arising from the circumstances of the trust being established against one of them ; parol evidence will be admitted on behalf of the others to rebut the trust.(r) Previously to the statute of 1 Will. IV, it seems that if an executor 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 executor claiming under an express gift to himself; and it would seem from analogy to be applicable to a similar question between a devisee and the heir at law. (m) In Duke of Rutland v. Duchess of Rutland, 2 P. Wms. 215. (n) In Clennell v. Lewthwaite, 2 Ves. Jun. 474. (o) Lake v. Lake, 1 Wils. 313 ; and Ambler, 126 ; Walton v. Walton, 14 Ves. 318, 323 ; Gladding v. Yapp, 5 Mad. 56. (p) Trimmer v. Bane, 7 Ves. 520. (q) Langham v. Sandford, 2 Mer. 23. (r) Williams v. Jones, 10 Ves. 77. (s) Batcheller v. Searl, 2 Vern. 737 ; Brassbridge v. Woodroffe, 2 Atk. 68 ; in Lang- ham v. Sandford, 2 Mer. 10, this point was raised, but not decided. OR PRESUMPTIVE TRUST. 189 But those cases which raise against the donee a presumptive trust, ■which may be rebutted by parol evidence, are carefully to be distin- guished from those in which the instrument contains clear demonstrative 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 residue 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, (t) In questions respecting the claims of executors as such to the residue undisposed of, before the statute of 1 Will. IV, it seems to have been a point of considerable nicety to determine what would or would 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 considered conclusive against the executor for this purpose ;(u) but an inchoate residuary >- -I clause ;(x) or a direction to keep an account ;{y) 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,(s) Sir William Grant, M. R., decided that where the residue is expressly given to the executors, a legacy to them, though for 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 direction 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 direc- tion to convert, but by the disposition of the converted property, and so far only as that disposition extends.(a) 1 And the right of the heir in (t) Walton v. Walton, 14 Ves. 322 ; Langham v. Sandford, 17 Ves. 442, and 2 Mer. 17 ; Gladding v. Yapp, 5 Mad. 59. (u) Langham v. Sandford, 17 Ves. 443 ; see 1 Jarm. Pow. Dev. 507, n. (x) Nourse v. Finch, 1 Ves. Jun. 344. (y) Gladding v. Yapp, 5 Mad. 56. (z) Gibbs y. Rumsey, 2 V. & B. 294. (a) Hill v. Cock, 1 V. & B. 173 ; 2 Jarm. Pow. Dev. 77, and cases cited ; Wilson v. Major, 11 Ves. 205 ; Berry v. Usher, 11 Ves. 87 ; Smith v. Claxton, 4 Mad. 484. [See Cradock v. Owen, 2 Sm. & Giff. 241 ; stated ante, 123, note.] 1 See Burley v. Evelyn, 16 Sim. 290, 12 Jur. 712 ; Craig v. Leslie, 3 Wheat. 564; Burr v. Sim, 1 Whart. 252 ; Lindsay [v. Pleasants, 4 Ired. Eq. 320 ; Morrow v. Breni- zer, 2 Eawle, 185 ; Pratt v. Taliaferro, 3 Leigh, 419 ; North v. Valk, Dudley's Eq. 212 ; 190 TRUSTEES BY RESULTING 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 sub- ject of the attempted or partial disposition.(J) However, a material distinction has been established between the con- version 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 un- disposed of, to the heir at law.(c) Thus, where a testator directed £1000 to be laid out in the purchase 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 re- version after the nephew's death resulted to the testator's heir at law.(d) 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.(d) It is blowing hot and cold in favor of the heir ; for the principle, which would entitle him to the ulterior interest in the one case, would exclude him in the other.(e) The principle of Chapman v. Fletcher(i) will not, as we shall see pre- sently, be applied to cases, where the particular disposition of the money, directed to be invested in land, wholly fails ; for in such cases it has r*1 281 ^ een ^ e ^' ^ at ^ e i n t ;erest tnus lapsing belongs to the next of kin, ^ *and not to the heir at law.(ee)' It seems very difficult upon (6) Hill v. Cock, ubi supra; Robinson v. Taylor, 2 Bro. C. C. 589; Dixon v. Dawson, 2 S. & S. 327. [Lindsay v. Pleasants, 4 Ired. Eq. 321 ; Wood v. Cone, 7 Paige Ch. 472.] (c) 2 Jarm. Pow. Dev. 74. [Thorn v. Coles, 3 Bdw. Ch. 330 ; see Hawley v. James, 5 Paige, 323.] (d) Fletcher v. Chapman, 3 Bro. P. C. 1. (e) 2 Jarm. Pow. Dev. 75. (ee) Hereford v. Ravenhill, 1 Beav. 487, n. ; S. C. 5 Beav. 51 ; Cogan v. Stephens, lb. 486. Smith v. McCrary, 3 Ired. Ch. 204; Wood v. Cone, 7 Paige Ch. 472; Tilghman's Estate, 5 Whart. 44; Owens v. Cowan, 7 B. Monroe, 152 ; Snowhill v. Snowhill, Ex'r, 1 Green. Ch. 30 ; Bogert v. Hertell, 4 Hill, 501. An express provision in a will that on the sale of real estate which is directed, the trustees shall 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 affect the right of the heir to an undisposed of surplus. Taylor v. Tay- lor, 3 De G. Macn. & G. 190 ; Robinson v. The Governors, &c. 10 Hare, 29; Fitch v. Weber, 6 Hare, 145 ; Gordon v. Atkinson, 1 De Gex & S. 478. See Blackman v. Gor- don, 2 Richardson Eq. 43. But see in the United States, Craig v. Leslie, 3 Wheat. 563 ; Burr v. Sim, 1 Whart. 263. 1 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 in this case, how- OR PRESUMPTIVE TRUST. 191 principle to dra:v any distinction between an interest originally undis- posed of, and one becoming undisposed of by subsequent failure or lapse ; and it is therefore submitted, that if the question decided in Chapman v. Fletcher should occur at the present day, it is not improbable that the recent decisions in Hereford v. E-avenhill, 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 imperfect 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 purpose, 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 sueh cases the donees will take the interest undisposed of as trustees for charitable purposes to be ascertained and determined by the Court of Chancery.(Z) 1 (/) Cook v. Dunkenfeld, 2 Atk. 567; Thetford School case, 8 Co. 130; Att.-Gen. v. Arnold, Show. P. C. 22 ; Moggridge v. Thackwell, 7 Ves. 73 ; Att.-Gen. v. Mayor of Bristol, 2 J. & W. 308 ; Mills v. Farmer, 1 Mer. 55 ; Att.-Gen. v. Haberdasher's Comp. 4 Bro. C. C. 103. (1) The case of Hereford v. Ravenhill came subsequently before the court on further directions, and on that occasion Lord Langdale, M. B., decided that a bequest of per- sonal estate to be invested in the purchase of land, and held on trusts that became ex- hausted, 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, how- ever, that in that case the fund had not been actually invested in land. Hereford v. Ravenhill, 5 Beav. 51. ever, would appear from the opinion of the court to have been the proceeds of real estate. In De Beauvoir v. De Beauvoir, 3 House Lords' Cas. 524, where there was a power to lay out money on land, and a blended disposition of realty and personalty, so as to produce a conversion of the latter, and show an intention to impress it with the character of realty, and the whole was devised to persons designated in tail male with a limitation over to the testator's right heirs : it was held, that the intention did not cease on a failure of issue made under the limitations, so as to make the realty go one way, and uninvested personalty another. 1 In some of the United States, where the Statute of 43 Elizabeth is not in force, it has been held that the power to enforce charities was in the Court of Chancery at com- mon law, independently of that statute ; and that charities within its definition would be enforced, though the beneficiaries were too vaguely designated to claim for them- selves that assistance. It is sufficient if a discretion in the application of the funds is vested anywhere. Vidal v. Girard, 2 How. S. C. 127 ; Hadley v. Hopkins's Academy, 14 Pick. 240 ; Going v. Emery, 16 Pick. 107 ; Brown v. Kelsey, 2 Cush. 243 ; Burr v. Smith, 7 Verm. 241 ; Wright v. Trustees, 1 Hoff. Ch. 202 ; King v. Woodhull, 3 Edw. Ch. 79 ; Kniskem v. Lutheran Church, 1 Sandf. Ch. 439 ; Banks v. Phelan, 4 Barb. S. 192 TRUSTEES BY RESULTING 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 codicil, to be annexed to his will, or by a note in writing, and afterwards 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.'Y^) (g) 2 Freem. 261, stated in 7 Ves. 73 ; and 1 Mer. 59. C. 80 ; Shotwell v. Mott, 2 Sandf. Cli. 46 ; Newcomb v. St. Peter's Church, Id. 636; Williams v. Williams, 4 Selden, 525 (overruling Ayres v. Trustees, 9 Barb. S. C. 324 ;, Andrew v. N. Y. Bible Soc. 4 Sandf. S. C. 156) ; Witman v. Lex, 17 S. & B. 88 ; Zane's Will, Brightly, 350 ; Pickering v. Shotwell, 10 Barr, 23 ; Griffitts v. Cope, 17 Penn. St. 96 ; McCord v. Ochiltree, 8 Blackf. 15 ; State v. McGowen, 2 Ired. Ch. 9 ; Griffin v. Graham, 1 Hawks, 96 ; Atty.-Gen. v. Jolly, 1 Rich. Eq. 99 ; Beall v. Pox, 4 Geo. 404; Wade v. American Col. Soc. 7 S. & M. 663 ; Dickson v. Montgomery, 1 Swan (Tenn.), 348 ; Carter v. Balfour, 19 Alab. 814 ; Urmey's Ex'rs v. Wooden, 1 Ohio, St, N. S. 160 ; White v. Pisk, 22 Conn. 31. In other States, the statute has been said to be still in force. Griffin v. Graham, 1 Hawks, 96 (though see State v. McGowen, 2 Ired. Eq. 9); Att.-Gen. v. Wallace, 7 B. Monr. 611. In Virginia and Maryland, however, it has been decided that neither the statute nor the principles which it embodies, are in force. Baptist Ass. v. Hart, 4 Wheat. 1 ; Wheeler v. Smith, 9 How. U. S. 55 ; Gallego v. Att.- Gen. 3 Leigh, 451 ; Dashiell v. Att.-Gen. 5 Harr. & J. 392; 6 Id. 1. In Fontain v. Ravenel, 17 How. U. S. 369, it was held by a majority of the court, that the courts of the United States had no power, from their constitution as courts of equity, to administer the law of charitable uses, whether existing under or before the Statute of Elizabeth, or under the prerogative or general powers of the English Chancery, except so far as the same had been actually adopted by the lex loci rei sitae. Chief Justice Taney dissented from the reasoning of the court, on the ground that the whole doctrine of charitable as distinguished from ordinary trusts, was prerogative, and therefore in- capable of enforcement through a Federal court. Judge Daniel, on the other hand, dissented, on the ground that the jurisdiction over charities, as it existed before the 43 Elizabeth, under the general powers of Chancery, was inherent in the Federal courts, and to be enforced by them in a proper case. In the particular case, which was that of a gift in remainder to executors, to be distributed in charity in a particular manner, and the executors died during the life estate ; it was unanimously agreed, that under the law of Pennsylvania and South Carolina, where the property to be affected was situated, the discretion of the executors could not be exercised by the court, and that as a direct gift to charity it was too vague to be enforced. The Cypres doctrine, however, has been generally held inapplicable to the circum- stances of this country, and therefore rejected, and more particularly has the jurisdiction of the Chancellor, as the representative of the prerogative power of the king, as parens patrice, to carry out indefinite charities by sign manual, been repudiated. McAuley v. Wilson, 1 Dev. Eq. 276 ; Witman v. Lex, 17 Serg. & R. 88 ; Atty.-Gen. v. Jolly, 2 Strob. Eq. 379; Carter v. Balfour, 19 Alab. 814; Dickson v. Montgomery, 1 Swan, 348; Fontain v. Ravenel, 17 How. U. S. 369; White v. Fish, 22 Conn. 32. Contra Atty.-Gen. v. Wallace, 7 B. Monroe, 611 ; Baker v. Smith, 13 Mete. 41; Urmey's Bxrs. v. Wooden, 1 Ohio St. N. S. 160. By a recent Aet of Assembly, the Cypres doctrines of the English Chancery have been, in substance, incorporated . into the law of Penn- sylvania ; the effect of which enactment is to prevent any resulting trust to the heir at law or next of kin, upon any disposition of property thereafter made, for any religious, charitable, literary, or scientific use, on any ground whatever. Act 26 April, 1855, § 10, Bright. Purd. Supp. 1118. A very exhaustive discussion of this subject will be found in the case of Magill v. Brown (Zane's Will), Brightly N. P. 350, decided in the C. C. U. S. for Penna. by the late Judge Baldwin. See, further, notes to p. 450, et seq. OE PRESUMPTIVE TRUST. 193 And in Att.-General v. Syderfen,(/») which was a case of similar de- scription, the court held the property to be applicable in charity to be declared by the king's sign manual. (h) So where a testator having given all his estate for charitable purposes generally, proceeded to declare a particular scheme, which did not ex- haust the whole income of the estate, it was held that there was no re- sulting trust of the surplus, but that the whole was applicable in charity.(i) And though there may not be any such general declaration devoting the whole estate in charity, yet if there be a disposition either by deed or *will, by which every portion of the property is applied and exhausted at the time in favor of some charitable purpose, a *- J 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, (k) And it is immaterial that the property is given to trustees with directions to apply a certain specified sum yearly to charitable purposes, if that particular sum at the time of such direction exhaust the whole income of the 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 necessarily follow on that account, that they will be en- titled 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 Eldon,(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 en- (7i) Att.-Gen. v. Syderfen, 1 Vern. 224; S. C. 7 Vos. 43 n.; Mills v. Parmer, 1 Mer. 94; Commissioners of Chancery Donations v. Sullivan, 1 D. & W. 501. (i) Att.-Gen. v. Arnold, Show. P. C. 22 ; and see Att.-Gen. v. Coopers' Comp. 3 Beav. 34; Mills v. Parmer, 1 Mer. 55; Piesehell v. Paris, 2 S. & St. 384. (k) Att.-Gen. v. Caius Coll. 2 Keen, 150; Att.-Gen. v. Johnson, Ambl. 190; Att.-Gen. v. Sparks, lb. 201: Att.-Gen. v. Haberdashers' Comp. 4 Bro. C. C. 103; Att.-Gen. v. Coopers' Comp. 3 Beav. 34; Att.-Gen. v. Catherine Hall, Jac. 381; Att.-Gen. v. Drapers' Comp. 4 Beav. 67 ; Att.-Gen. v. Christ's Hospital, Id. 73. (1) Att.-Gen. v. Christ's Hospital, 4 Beav. 73 ; Att.-Gen. v. Mayor of Coventry, 2 Vern. 397 ; S. C. 2 J, & W. 305, n. ; Att.-Gen. v. Johnson, Ambl. 190 ; Att.-Gen. v. Tonner, 2 Ves. 1 ; Att.-Gen. v. Minshull, 4 Ves. 11 ; Att.-Gen. v. Caius Coll. 2 Keen, 150. (m) Att.-Gen. v. Merchant Vent. Society, 5 Beav. 338. (n) In Att.-Gen. v. Johnson, Ambl. 190. (o) In Att.-Gen. v. Mayor of Bristol, 2 J. & W. 307. 13 194 TRUSTEES BY RESULTING titled to the surplus. There would either be a resulting trust, or it would belong to the person to whom the estate is given.(p) 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 donpr's charity, it seems that they will themselves be entitled to a surplus, aris- ing from the increased value of the estate. (q) 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 applicable for the benefit of the original objects according to the ordinary rule.(r) And if a specified portion of the income of the estate be given bene- ficially 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 ratably with the other objects of the testator's bounty.(s) But if there be a gift to a company or to individuals, in trust to apply r*1 301 * certa i n 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 particular payments will not be increased out of the improved value, but the surplus will belong beneficially to the donees. (t) Where there is a general gift for charitable purposes, but the particu- lar 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 he 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 terms 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 dis- tinguished the principle of the cases where property, given generally to (p) Per Lord Eldon, in 2 J. & W. 307 ; and see 2 Russ. 241. (g) Att.-Gen. v. Mayor of Bristol, 3 Mad. 319 ; S. C. 2 J. & "W. 294. (r) Att.-Gen. v. Christ's Hospital, 4 Beav. 73. («) Att.-Gen. v. Caius Coll. 2 Keen, 150 ; Att.-Gen. v. Drapers' Comp. 4 Beav. 67. (t) Att.-Gen. v. Grocers' Comp. 12 Law Journ. N. S. Chanc. 196; S. C. 6 Beav. 526; Att.-Gen. v. Skinners' Comp. 2 Russ. 407, 442 ; Att.-Gen. v. Gascoigne, 2 M. &K. 647. («) Att.-Gen. v. Todd, 1 Keen, 803 ; Gary v. Abbott, 7 Ves. 490 ; Att.-Gen. v. Green, 2 Bro. C. C. 492 ; Da Costa v. De Paz, Ambl. 228 ; S. C. 2 Sw. 487, n. [Martin v. Margham, 14 Sim. 230.] (x) See Att.-Gen. v. Fishmongers' Comp. 2 Beav. 151. (y) See the distinction taken by Lord Hardwicke, in Da Costa v. De Paz, Ambl. 228, vide post. [Ayres v. Methodist Church, 3 Sandf. S. C. 352.] (z) Paice v. Archbishop of Canterbury, 14 Ves. 372; Moggridge v. Thackwell, 7 Tea, B6 ; Ommaney v. Butcher, T. & R. 27o". [Andrew v. N. Y. Bible and Prayr. Bit. Soc. OR PRESUMPTIVE TRUST. 195 charitable purposes, will be applied, under the direction of the royal sign manual, and where the application will be under the immediate adminis- tration 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 gene- ral or some objects pointed out, there the court will take the administra- tion of the trust."(g) Thus, to illustrate this rule, in Frier v. Peacock,(a) which is reported in Levinz, under the name of Attorney-General v. Matthews, (b) a testa- tor gave his residue "for the good of poor people forever." 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 ap- plied for the benefit of Christ's Hospital. (c) , So in Attorney-General v. Syderfen,(d) where a testator gave 1000?. to be applied to such charitable uses as he had by writing formerly ap- pointed ; and no such writing could be found, the fund was applied to a charity appointed by the royal sign manual. (d) And, on the same principle, where the general intention is in favor of *charity, but the law does not suffer the particular purpose to be r *..qi-i carried into effect, 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 question arises as to the application of the fund, the court will assume the admi- nistration of the property, and will direct a scheme for that purpose. (/) And the rule is the same where the trustees designated by the testator decline to act.(^r) 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, notwithstanding, exer- cise 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 Eosslyn, at the original hearing, considered that the execution of this trust lay with the Court of Chancery, and ac- (z) Paice v. Archbishop of Canterbury, 14 Ves. 372 ; Moggridge v. Thackwell, 7 Ves. 86 ; Ommaney v. Butcher, T. & R. 270. [Andrew v. N. Y. Bible and Prayr. Bk. Soc. 4. Sandf. S. C. 156 ; see 1 Am. Law Reg. 546.] (a) Finch, 245. (6) 2 Lev. 167. (c) See 7 Ves. 69. (d) Att.-Gen. v. Syderfen, 1 Vern. 224, and 7 Ves. 43, n. (e) Cary v. Abbott, 7 Ves. 490 ; Att.-Gen. v. Todd, 1 Keen, 803. (f) Attorney-General v. Tonner, 2 Ves. Jun. 1 ; Attorney-General v. Coopers' Comp. 3 Beav. 29. (g) Attorney-General v. Reeve, 3 Hare, 191. (h) Moggridge v. Thackwell, 1 Ves. Jun. 464 ; S. C. on rehearing, 7 Ves. 36. 196 TRUSTEES BY RESULTING cordingly directed a scheme for that purpose. The case was afterwards reheard before Lord Eldon, and most elaborately argued, and his lord- ship, after a minute review of all the authorities from which he collected the principle above stated, affirmed the decree of his predeeessor.(A) Where the object of a testator is charity, a far less accurate and defi- nite declaration of his intention will suffice to create a trust against bis next of kin, than, as we have seen, would be required in other cases for that purpose.(i) Thus, in the case of Moggridge v. Thackwell,(&) which we have just considered, it is beyond all question that the terms of the residuary be- quest were by far too indefinite and uncertain to have excluded 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 con- trol him in the exercise of that discretion by directing a scheme, unless some case of misconduct is established against him.(n) 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 interfere. Sir l~*l 391 Wm. *Grant has laid down the rule on this head in the following terms : " The question is, not whether the trustee may not apply it upon purposes wholly charitable, but whether he is bound 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,( the benefit of their prayers and masses, Sir C. 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 intention of the testatrix was, not to benefit the priests or support the chapels, but to secure a supposed bene- fit 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, to which the un- certainty of the object would be no objection; and the gift will therefore (/) Morice v. Bishop of Durham, 10 Ves. 522 ; James v. Allen, 2 Mer. IT ; Omma- ney v. Butcher, T. & E. 260 ; Ellis v. Selby, 1 M. & Cr. 286. [Haywood v. Craven, 2 Car. L. E. 557.] (g) Vide supra, 130. (ff) Post. (gg) 5 Buss. 288. (7i) De Themmines v. De Bonneval, 5 Buss. 288. (i) West v. Shuttleworth, 2 M. & K. 684, 698. OR PRESUMPTIVE TRUST. 201 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.(/c) 4th. The last description of resulting trust which now remains for our consideration, is, where a disposition of real or personal property fails altogether or partially, either from being void db initio, or from becoming so from some subsequent event. In either of these cases, the trust, if not otherwise disposed of, will result to the benefit of the donor's heir at law, or next of kin.(Z) 1 *Thus, where the gift is rendered void by statute, as, for in- r^-ioc-i stance, a disposition of real estate in favor of a Papist(^) before the late acts for the relief of persons of that persuasion ; or in violation of the Mortmain Acts,(wi) or of the Thelluson Act (39 & 40 Geo. Ill, c. 98) ;(n) or where the trusts are invalid at the time of their creation!, or subsequently become so; as tending to a perpetuity ;(o) or where they fail by the death of the donee in the testator'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. 2 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 undis- posed of, until the event happens, upon which the remainders are limited to take effect. 3 (k) Corporation of Gloucester v. Wood, 3 Hare, 131. (I) 2 Jarm. Pow. Dev. 32 ; 1 Rop. Lega. 627. [Dashiell v. Att.-Gen. 6 H. & J. 1 ; 5 H. & J. 392 ; Hawley v. James, 5 Paige, 318 ; Lemmond v. Peoples, 6 Ired. Ch. 137.] (II) Carrick v. Errington, 2 P. Wms. 361 ; Davers v. Dewes, 3 P. Wms. 43. \m) Att.-Gen. v. Lord Weymouth, Ambl. 20 ; Jones v. Mitchell, 1 S. & S. 294; West v. Shuttleworth, 2 M. & K. 684. (n) Byre v. Marsden, 2 Keen, 564 ; McDonald v. Bryce, lb. 276. (o) Tregonwell v. Sydenham, 3 Dow. 194; Leake v. Robinson, 2 Mer. 363. (p) Ackroyd v. Smithson, 1 Bro. C. C. 503. 1 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, 15 Penn. St. 500. Where a devise to two is made in terms absolute, but with a secret understanding •with one, that the land is to be held in trust for an illegal purpose, there is a resulting trust against both of the devisees. Russell v. Jackson, 10 Hare, 204. 2 Where the amount ofthe estate to be devoted to an illegal trust is uncertain, it lies on the trustee assenting to the trust, where the gift is otherwise beneficial on its face, to show to what part of the property the trust does not extend. Russell v. Jackson, 10 Hare, 204. 8 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. 305, 314; Richmond v. Vanhook, 3 Ired. Ch. 581. So in Yeaton v. Roberts, 8 Foster, 459, it was held that a devise of real and personal property to persons, with vested remainders in succession, did not lapse by the refusal and incapacity of the first taker, but passed at once to the next in succession. See Mahorner v. Hooe, 9 S. & M. 247. 202 TRUSTEES BY RESULTING 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 of.(g) 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 per- petuity), with remainders over after the raising of that sum, or the de- termination 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 property is tied up by a series of limitations, and the income directed to be ac- cumulated beyond the period allowed by the Thelluson Act (39 & 40 Geo. Ill, c. 98), the excess of accumulations, which is void, will not belong to the party to whom the first estate in possession is limited, but will result as undisposed of to the heir at law or next of kin of the settlor, according to the quality of the estate. (s) A residuary bequest, it is well known, operates upon all the personal estate of which a testator is possessed at his death, and consequently includes all bequests failing, either from their illegality, or from the death of the legatee in the testator's lifetime. (t) 1 "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. "(u) *It follows, therefore, that where the subject of the disposition ■- -• that fails is personal estate, a resulting trust will arise 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 bequest of personal estate, (j) Carrick v. Errington, 2 P. Wins. 361. (r) Tregonwell v. Sydenham, 3 Dow. 194. (*) McDonald v. Bryce, 2 Keen, 276 ; Eyre v. Marsden, lb. 564 ; and S. C. 4 M. & Cr. 231. (t) Jackson v. Kelly, 2 Ves. Jun. 285 ; Brown v. Higgs, 4 Ves. 708 ; Cambridge v. Rous, 8 Ves. 12; Leake v.Robinson, 2 Mer. 363; Bland v. Bland, 2 J. & W. 406; Jones v. Mitchell, 1 S. & S. 298 ; 2 Wms. Exors. 896. (a) In Leake v. Robinson, 2 Mer. 392. 1 King v. Woodhull, 3 Edw. Ch. 79; Marsh v. Wheeler, 2 Edw. Ch. 156; Com. v. Nase, 1 Ashm. 242 ; Woolmer's Estate, 3 Whart. 479 ; Johnson v. Johnson, 3 Ired.Eq. 427 ; Taylor v. Lucas, 4 Hawks, 215 ; Pool v. Harrison, 18 Alab. 515; Bryson v. Nickols, 2 Hill Ch. 113 ; Vick v. McDaniel, 3 How. Miss. 337 ; Hamberlin v. Terry, 1 Sm. & M. Ch. 589; Swinton v. Egleston, 3 Rich. Eq. 201. 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 Kleeck v. Dutch Church, 20 Wend. 458. OR PRESUMPTIVE TRUST. 203 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.^) 1 But previously to the recent statute 1 Vict. c. 26, a devise of real estate, though residuary in its terms, was in reality a mere specific dis- position 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 ac- count of its being illegal, or lapsed by the death of the devisee, the sub- ject of such a devise would not pass by the residuary clause, however ample, but resulted to the heir at law.(a) 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 Vict. 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) contained 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 unnecessary 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 is 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.(J) (x) Skrymsher v. Northcote, 1 Sw. 566 ; MqDonald v. Bryce, 2 Keen, 2T6 ; Byre v. Marsden, lb. 564 ; [Woolmer's Est. 3 Whart. 479.] (y) Howe v. Earl of Dartmouth, 7 Ves. 147 ; Broome v. Monck, 10 Ves. 605 ; Hill v. Cock, 1 V. & B. 175 | 2 Jarm. Pow. Dev. 102 ; Cook v. Stationers' Comp. 3 M. & K. 262. [4 Kent Comm. 541, &c. See in New York, Van Kleeck v. Dutch Church, 20 Wend. 458.] (z) Cook v. Stationers' Comp. 3 M. & K. 262 ; Watson v. Earl of Lincoln, Ambl. 328 ; Oke v. Heath, 1 Ves. Sen. 141 ; Cambridge v. Rous, 8 Ves. 25 ; Jones v. Mitchell, 1 S. & S. 290. [Van Kleeck v. Dutch Church, 20 Wend. 457 ; 6 Paige, 600 ; Lingan v. Carroll, 3 H. & McH. 333.] (a) Eyre v. Marsden, 2 Keen, 564 ; Salt v. Chattaway, 3 Beav. 576. (6) See 2 Jarm. Pow. Dev. 77, &c. ' Where one of several residuary legatees dies during the lifetime of the testator, his legacy lapses for the benefit of the next of kin, and not for that of the other legatees. Floyd v. Barker, 1 Paige Eq. R. 480 ; Frazier v. Frazier, 2 Leigh, 642. See Trippe v. Frazier, 4 H. & J. 446. But see Hogan v. Hogan, 3 Dana, 572. A bequest to a residuary legatee, in trust for illegal purposes, goes to next of kin. Johnson v. Clark- son, 3 Rich. Eq. 305. 204 TRUSTEES BY RESULTING 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 un- questionably exclude the claim of the heir at law or next of kin to take 1 by resulting trust, (c) It is clear, that where the disposition, which fails, applies to a defined *and ascertained portion or interest in the property, which is L J excepted and separated from the rest, and devoted to the pur- pose, which cannot take effect ; the person taking the property, 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 inte- rest thus created : unless that interest is otherwise disposed of by the will.(i) 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 extreme nicety to determine, whether the charge has been so distinctly 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 particu- lar purposes declared shall enure for the benefit of the donee of the estate, so as to cause the charge to sink for his benefit. 1 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 (c) Rose v. Rose, 17 Ves. 347 ; Price v. Hathaway, 6 Mad. 304. i (d) See the principle stated by Sir J. Leach, in Cooke v. Stationers' Comp. 3 M. & K. 264-5. (e) Attorney-General v. Milner, 3 Atk. 112 ; Croft v. Slee, 4 Ves. 60. [Stone v. Massey, 2 Yeates, 369 ; Smith v. Wiseman, 6 Ired. Eq. 540.] (f) In Sydenham v. Tregonwell, 3 Dow. 212. 1 In Cooper's Trusts, 23 L. J. Ch. 25, there was a devise of certain real estate to trustees, upon trust to raise, " by sale or otherwise," out of such estate 20002., and in- vest the same, and upon trust to permit his son P. to enjoy the same estate "after rais- ing as aforesaid." Held, this was a charge and not an exception out of the devised estate. The trusts of the 2000Z. were upon limitations which, as to one-half, did not exhaust the beneficial interest. The sum was actually raised. Held by Knight Bruce, L. J., and Wood, V. Ch., dub. Turner, L. J., that the 1000?., one half, ultra, &c, was to be treated as real estate. OB PRESUMPTIVE TRUST. 205 lifetime, the ordinary rule will prevail, and the heir would be entitled by a resulting trust. (g) It has been decided that where there is an absolute gift of property, 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 condition, 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 be- longed 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 assign- ment of a part.(A) However, it seems very difficult upon principle to support any distinc- tion in favor of the donee, merely on the ground that tho particular trust which fails is created in the form of a condition* And this *diffi- ^ qo-i culty is yet greater when, as in Poor v. Mial, the 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.(i) In Bland v. Wilkins,(&) lands were given to B. N. in fee, on condition that her executors should pay 101. to a charity ; and' Sir Thomas Sewell held that the 101. should go to the heir.(&) 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 20001. 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, (g) 2 Jarm. Pow. Dev. 43. (AfPoor v. Mial, 6 Mad. 32. (i) See Cooke v. Stationers' Comp. 3 M. & K. 264 ; [Cooper's Trusts, 23 L. J. Ch. 28.] (k) Bland v..Wilkins, I Bro. C. C. 61, n. (I) Henchman v. Attorney-General, 2 S. & S. 498 ; and see Cooke v. Stationers' Comp. 3 M. & K. 266, where Sir J. Leach observes, "that a condition to pay legacies is no more than a charge of the legacies.'' 1 It has been accordingly held in the United States, that a residuary bequest on con- dition to apply it for an illegal purpose, created a resulting trust for the next of kin. Finley v. Hunter, 2 Strob. Eq. 218 ; followed in Johnson v. Clarkson, 3 Rich. Bq. 305. 206 TRUSTEES BY RESULTING subject to the payment of the 2000?., which went to the crown, for want of an heir or next of kin.(Z) This decision was afterwards reversed on appeal by Lord Brougham, 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 by 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 by 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 of the failure.(n) 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 legacies, and such a disposition cannot operate to except and separate any particular portion of the estate from what is given to the devisee, 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^vhich case the question, whether the devisee or heir at law will be entitled to the benefit of a r*1 3°fl *f a il u re or lapse, must necessarily be governed by the same rules, which have been established with respect to other 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 per- son, raising the question between that person and the devisees, the heir has no claim ; but if the devisor himself has created the charge, and to the extent of that charge, the intention appears 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 extremely nice, perhaps not easy of applica- tion."^) (I) Henchman v. Attorney-General, 2 S. & S. 498, and see Coolie v. Stationers' Comp. 3 M. & K. 266. (m) S. C. on Appeal, 3 M. & K. 435. [See Taylor v. Haygarth, 14 Simons, 8 ; Rittson v. Stordy, 19 Jur. 771.] (n) Kennell v. Abbott, 4 Ves. 811. (o) 2 Jarm. Pow. Dev. 44, 90. (p) In Sidney v. Shelley, 19 Ves. 363. [Approved in Sheaffer's Appeal, 8 Barr, 42. See Cooper's Trusts, 23 L. J. Ch. 28.] OR PRESUMPTIVE TRUST. 207 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 specific definite charge on a devised estate in favor of another person. "(5) 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 1000L ;" and after payment of debts and legacies, he devised the remainder of his estate to the Foundling Hospital. This being in effect a bequest of 1000?. to the hospital out of the estate was void by the Statute of Mort- main, and a question arose, whether it should go to the heir, or sink for the benefit of the devisee. Lord Hardwicke decided, that the charge, being well made on the estate, but not well disposed of, was to be con- sidered as part of the real estate undisposed of, and that the heir was therefore entitled by way of resulting trust.(r) So in the case of Bland v. Wilkins,(s) which has been already men- tioned, where there was a devise in fee on condition that the devisee's executors should pay 10Z. to a charity, the bequest to the charity was held to result to the heir.(s) *• The case of Gravenor v. Hallum,(£) which was decided in favor of the heir, arose upon the claim of the heir in opposition to that of the resi- duary devisees to void annuities given out of real estate. The parti- cular devisees of the estate, out of which the payments were to be made, do not appear to have raised any claim for their own benefit ; indeed in that case they were undoubtedly mere trustees. In Wright v. Row,(tt) the question seems to have arisen, but it does not distinctly appear from the report in Brown, what was the decision of the court, although the marginal note states it to have been in favor of the specific devisee. (u) 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 charged upon, r*i4.on 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. (2;) 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 (q) 2 Jarm. Pow. Dev. 44. (r) Arnold v. Chapman, 1 Ves. Sen. 108. (s) Bland v. Wilkins, 1 Bro. C. C. 61, n. (t) Ambl. 643. (w) Wright v. Row, 1 Bro. C. C. 61. (x) Cook v. Stationers' Comp. 3 M. & K. 264. 208 TRUSTEES BY RESULTING 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.Q/) 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,(g) 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 testator by writing charged on the estate inter alia sums amounting to about 6000?. 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 intended at all events to take 10,000?. out of the estate, whereas he meant the reverse. A sum not exceeding 10,000?. had put a charge on the estate, which could not take place, (z) 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 observed, that both those decisions were against the claim of the residuary 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 au- thority on the general question of the claim of the heir under such cir- cumstances.^) But in King v. Denison,(t?) as stated by Sir John Leach, M. R., in his judgment in Cooke v. Stationers' Company,(e) the testator devised her real estates subject to and chargeable with certain annuities for life, but survived all the annuitants ; and Lord Eldon decided against the claim of the heir at law, holding that the devisees took the estate dis- charged of the annuities. And in Cooke v. Stationers' Company,(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 10,700?. 3 per cent, consols; r*141~l* an< ^ ^ ie then proceeded to give several legacies, among which was one of 2500?. consols to the Stationers' Company, the in- terest thereof to be paid to his wife during her life, and one of 800?. to the parish of Beckenham, for charitable purposes ; and he gave and (y) Hutcheson v. Hammond, 3 Bro. C. C. 128 ; Page v. Leapingwell, 18 Ves. 463; Oibbs v. Rumsey, 2 V. & B. 294. (z) Jackson v. Hurlock, Ambl. 487 ; S. C. 2 Ed. 263. (a) 1 Bro. C. C. 61, u. ; S. C. 3 Dow. 212 ; and 4 Ves. 811. (6) 12 Yes. 49T. (c) See these cases considered in 2 Jarm. Pow. Dev. 47, 9. (d) 1 V. & B. 260. (e) 3 M. & K. 266. OR PRESUMPTIVE TRUST. 209 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-General, (#) and Lord Brougham'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 specific devisee against the claim of the crown or other lord by escheat, is no authority against the heir at law.() 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 re- spect 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 purposes 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,(s) that money directed to be invested in land, and only partially disposed of, will result to the heir at law, will r*-|4q-i not be *extended to those cases where there is a 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.(w) 1 (o) Howse v. Chapman, 4 Ves. 542 ; Gibbs v. Rumsey, 2 V. & B. 294 ; Byre v. Marsden, 2 Keen, 564. (p) Cruse v. Barley, 3 P. Wms. 20 ; Williams v. Coade, 10 Ves. 500. [Craig v. Leslie, 3 Wheat. 583 ; Sheaffer's App. 8 Barr, 42.] (g) Arnold v. Chapman, 1 Ves. Sen. 108; Gravenor v. Hallam, Ambl. 643; Hutcheson v. Hammond, 3 Bro. C. C. 128; Page v. Leapingwell, 18 Ves. 463 ; Jones v. Mitchell, 1 S. & S. 293. [Sheaffer's App. 8 Barr, 42.] (r) Durour v. Motteux, 1 Ves. 320 ; Mogg v. Hodges, 2 Ves. 52 ; Cogan v. Stephens, 1 Beav. 482, n. ; Hereford v. Ravenhill, Id. 481 ; Giblett v. Hobson, 5 Sim. 651 ; and 3M. &K. 517. («) 3 Bro. P. C. 1. (t) Ackroyd v. Smithson, 1 Bro. C. C. 503 ; Amphlett v. Parke, 2 R. & M. 221 ; Johnson v. Woods, 2 Beav. 409 ; Salt v. Chattaway, 3 Beav. 576. (u) Durour v. Motteux, 1 Ves. Sen. 108; Phillips v. Phillips, 1 M. & K. 649. 1 See Craig v. Leslie, 3 Wheat. 583; Burr v. Sim, 1 Whart. 263. So where the pro- ceeds of realty are directed to be divided for the general purposes of the will, as for in- stance, to form with the personalty a common fund, for all the purposes of the will, though it should happen that some of them fail, it will be considered an absolute con- version. Burr v. Sim; Craig v. Leslie, ut supr. ; Morrow v. Brenizer, 2 Rawle, 185. But in England it is now held 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 result for the benefit of the heir at law, will not exclude the heir as to an undisposed of surplus, unless, perhaps, there is a direct limitation over to the next of kin in case of a 212 TRUSTEES BT CONSTRUCTIVE TRUST. Where the terms of a bequest render it doubtful whether the purpose contemplated by the testator were illegal or not, evidence will be ad- mitted for the purpose of establishing the legality of the bequest. 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 the first place. On this account the onus probandi will always rest on the parties seeking to support the bequest, to rebut the presumption that exists against it.(a?) [*144] ^CHAPTER II. TEUSTEES BY VIRTUE OF 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 enjoy- ment. 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, independently of the existence of fraud.(l) (a:) 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 un- necessarily, a way is opened to the Lord Chancellor to construe or presume any man in England out of his estate. And so at last every case in court will become casw pro amico." Per Lord Nottingham, in Cook v. Fountain, 3 Swanston, 585. — T. failure. Pitch v. Weber, 6 Hare, 145; Robinson v. Governors, 10 Hare, 29; Gordon v. Atkinson, 1 De G. & Sm.478. Phillips v. Phillips, 1 M. & K. 649, above cited, was disapproved in these cases, and expressly overruled in Taylor v. Taylor, 17 Jurist, 583 ; 3 De G. Macn. & G. 190, before the Lord Chancellor. There the testator had directed his real estate, to be sold, the proceeds to be joined to the personalty, and divided among certain nephews. One of these died after the date of the will, but be- fore the testator's death, and it was held that his share went to the heir at law, and not to the next of kin. See also Flint v. Warren, 16 Sim. 124 ; 12 Jur. 810 ; Johnston v. Webster, 24 L. J. Ch. 300. TRUSTEES BY CONSTRUCTIVE TRUST. 213 I.— WHERE THE ACQUISITION OF THE LEGAL ESTATE IS AFFECTED WITH FRAUD. In cases of fraud, whether constructive or actual, courts of equity have adopted principles extremely broad and comprehensive in the applica- tion of their remedial justice : and especially where there is any fraud affecting the acquisition of property, they will interfere and administer a wholesome justice, and sometimes even a stern justice in favor of inno- cent persons who are sufferers by it, without any fault on their own side. And this is readily done by converting the offending party into a trustee, 1 and making the property itself subservient to the proper purposes of recompense, by way of equitable trust.(a)(l) (a) 1 Story Eq. Jur. ? 184, &c. [Robertson v. Robertson, 9 W. 32. See Peebles v. Reading, 8 S. & R. 492.] (1) A deed may be 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 proceed- ings in courts of equity are much better adapted for the investigation and trial of such questions; and there are many cases of fraud wholly beyond the reach of courts of law, of which equity will take cognizance. The consideration 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 Ponbl. Eq. B. 1, ch. 2, s. 3 ; 1 Mad. Ch. Pr. 341 ; 1 Stor. Eq. Jur. j! 184. [See note ('), 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. [Vaughan v. Vander- stegan, 2 Drewry, 363 ; 23 L. J. Ch. 793. So where an infant represents himself to another to be of full age, and executed a release on which the latter acted, it was held ' 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 v. Stearns, 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 there- fore devisable. Stump v. Gaby, 22 L. J. Ch. 352 ; 2 De G. Maen. & G. 623. 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 (McKis- siek 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, &c), 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 v. Malin, 1 Wend. 625; Clapper v. House, 6 Paige, 149; Cogswell v. Cogswell, 2 Edw. Ch. 231 ; Morgan v. Holford, 1 Sm. & G. 101. 214 TRUSTEES BY CONSTRUCTIVE TRUST. r*1 4TI *The court has never ventured to lay down as a general pro- position, what shall constitute fraud ;(S) nor can any invariable 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 excluded 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 principle already established, can be ap- plied, 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.(e) 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. Jansen,(c?) 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 delu- sion, would make, on the one hand, and as no honest or fair man would accept on the other. 3d, Fraud, which may be presumed from the cir- cumstances and condition of the parties contracting : 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 agreernent.(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 instrument through a conspiracy or combination for that purpose, or by surprise, oppression, intimidation, or any other practice at variance with fair deal- ing, that clearly comes within the first and plainest class of cases for equitable relief; and the court will not suffer the parties to avail them- (6) Per Lord Eldon in Mortlock v. Buller, 10 Ves. 306 ; Lawley v. Hooper, 3 Atk. 279. (c) 1 Mad. Ch. Pr. 341, 3d ed. (d) Chesterfield v. Jansen, 2 Ves. 155. [Hiachman v. Emans, Saxt. Ch. 100.] that he could not afterwards impeach the release on the ground of his minority. Wright v. Snowden, 2 De G. & S. 321. See Stodlfoos 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 ; Wright v. Arnold, 14 Id. 643. But at law a contract entered into through fraud of an infant cannot be enforced. Conroe v. Birdsale, 1 John. Cas. 127 ; Burley v. Russell, 10 N. H. 184; Brown v. Dun- ham, 1 Root, 272. Nor would he be liable in an action of deceit. West v. Moore, 14 Vermt. 447 ; Brown v. Dunham, ut supr. ; People v. Kendall, 25 Wend. 399 ; Price v. Hewett, 8 Exch. 145. But in New Hampshire it has been decided differently. School Dist. v. Bragdon, 3 Poster, 507; Pitts v. Hall, 9 N. H. 441.] TRUSTEES BY CONSTRUCTIVE TRUST. 215 selves of the legal rights thus acquired, but will interpose and give re- dress.(e) And so where a deed, or other instrument conveying an interest in property, however formally and solemnly it may be executed, is obtained by means of some misrepresentation, or concealment of facts, or more strongly still, by both of those means together, the party taking under such an instrument *will be treated as a trustee for the person p,.-. .„-. whom he has thus fraudulently induced to execute it ; and at the suit of the injured party the instrument will be decreed to be delivered . up, and a reconveyance executed. (/) 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 sup- pressio veri.(g) But first, of those cases where there has been suggestio falsi. Where the devisee under a will, which was defectively executed, repre- sented to the heir, that the will was duly executed, and thus induced 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. (i) And on the same principle, the court will not recognize an interest under a contract which has been acquired by means of a false statement, that the party was acting for another person ; if it be proved that the false statement induced the other party to enter into the contract, or occasioned him any loss or inconvenience. (k) In like manner, where a party had obtained an agreement for an ex- change of estates by a false representation as to part of the property, that the tenants consented to the exchange ; it was held by Sir Thomas (e) Earl of Bath and Montague's case, 3 Ch. Ca. 56 ; Bennet v. Vade, 2 Atk. 324; " Neville v. Wilkinson, 1 Bro. C. C. 546 ; Evans v. Llewellyn, 1 Cox, 340 ; Willan v. Willan, 16 Ves. 82; 1 Fonbl. Eq. B. 1, Ch. 2; 1 Mad. Ch. Pr. 342, &c. ; Baruesly v. Powell, 1 Ves. 289 ; Bridgman v. Green, 2 Ves. 627 ; Matthew v. Hanbury, 2 Vern. 187 ; Say v. Barwiek, 1 V. & B. 195; How v. Weldon, 2 Ves. 517. (/) 1 Fonbl. Eq. B. 1, C. 2 ; 1 Mad. Ch. Pr. 348 ; Mitf. Eq. PI. 128, 4th ed. ; 1 Story Eq. Jur. \ 187, &c. [Boyce v. Grundy, 3 Pet. U. S. 210 ; Lewis v. McLemore, 10 Yerg. 206 ; Spence v. Duren, 3 Alab. 251 ; Pitts v. Cottingham, 9 Porter, 675; Harris v. Williamson, 4 Heyw. 124. See Tyler v. Black, 13 How. U. S. 231.] (ff) Jarvis v. Duke, 1 Vernon, 19 ; Broderick v. Broderick, 1 P. Wms. 239. [Smith v. Richards, 13 Pet. 26 ; Torrey v. Buck, 1 Green Ch. 366.] (h) Broderick v. Broderick, 1 P. Wms. 239. (i) Jarvis v. Duke, 1 Vern. 19 ; and see Murray v. Palmer, 2 Scho. & Lef. 474; James v. Greaves, 2 P. Wms. 270 ; Horseley v. Chaloner, 2 Ves. 83. (/c) Phillips v. Duke of Bucks, 1 Vern. 227 ; Harding v. Cox, lb. n. ; Scott v. Lang- staffe, Lofft, 797, 8, cited Fellows v. Lord Gwydyr, 1 Sim. 63 ; S. C. 1 R. & M. 83 ; see 1 Sugd. V. & P. 211, 9th ed. 216 TRUSTEES BY CONSTRUCTIVE TRUST. Plumer, M. B., that the agreement was altogether vitiated by this mis- representation. (Z)(l) It was decided, moreover, by this last case, that where a fraudulent misrepresentation applies to part only of the subject-matter of a trans- action, 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 in- ducement of the other party to act.(o) 1 r*1471 *The misrepresentation may be equally a matter of equitable "- cognizance, whether it be by deeds as by words; by artifices to mislead, or by positive assertions. A court of equity, said Lord Thur- low, would make itself ridiculous if it permitted a distinction between the two cases, (p) However, it is not every -misrepresentation, even though wilful or (Z) Clermont v. Tasburgh, 1J. & W. 112. (m) S. C. 1 J. & W. 120 ; but see Lane v. Page, Ambl. 235. («) Ainslie v. Medlieott, 9 Ves. 21. (o) Pearson v. Morgan, 2 Bro. C. C. 385 ; Burrowes v. Lock, 10 Ves. 470. (p) Neville v. Wilkinson, 1 Bro. C. C. 546 ; see Chesterfield v. Jansen, 2 Ves. 155 ; 1 Story Eq. Jur. insufficient ;(e) or where the instrument is stated, contrary to the truth, to be made for a pecuniary consideration^/) or more strongly still, where *undue practising or influence has been actually used;(#) L -I or from the relations existing between the parties will be pre- sumed to have been used, (A) 1 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 temporary illness or debility; or by the infirmities of extreme old age. (Jc) There is an in- surmountable difficulty, said Lord Thurlow, in laying down abstract pro- positions on such a subject, which depends upon such a variety of circumstances.(Z) The effect of the mental weakness of a contracting party upon the judgment of the court will of course depend upon the extent to which it is supported by the evidence in each particular case.(m) Old age of itself is certainly no ground for relieving against the exe- cution of an instrument.(n) And even where the old age is extreme, and attended with great infirmity, yet if there be the intervention 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 in- toxication, equity will not on that account alone interfere to set it aside, (e) Clarkson v. Hanway, 2 P. Wins. 203 ; Bridgman v. Green, ubi supra; Gartside v. Isherwood, 1 Bro. C. C. 558. See Hutchinson v. Tindall, 2 Green's Ch. 357 ; Bumph v. Abercrombie, 12 Alab. 64.] (/) Gibson v. Russell, 2 N. C. C. 104. (g) Portington v. Eglinton, 2 Vern. 189 ; Gartside v. Isherwood, 1 Bro. C. C. 558; Bridgman V. Green, 2 Ves. 627 ; Edmunds v. Bird, 1 V. & B. 542. (7i) Osmond v. Fitzroy, 3 P. Wms. 130 ; Huguenin v. Baseley, 14 Ves. 273; Griffiths v. Robins, 3 Mad. 191 ; Dent v. Bennett, 7 Sim. 539 ; and 4 M. & Cr. 269. (i) Lord Donegal's case, 2 Ves. 407 ; see Osmond v. Fitzroy, 3 P. Wms. 130; Por- tington v. Bglington, 2 Vern. 189. [Rippy v. Gant, 4 Ired. Bq. 447.] (k) Griffiths v. Robins, 3 Mad. 191 ; Dent v. Bennett, 7 Sim. 539. [Harding v. Handy, 11 Wheat. 103 ; Whelan v. Whelan, 3 Cow. 537 ; Brice v. Brice, 5 Barb. S. C. 533. (Z) In Att.-Gen. v. Parnther, 3 Bro. C. C. 443. (to) See Hunter v. Atkins, 3 M. & K. 146. (n) Lewis v. Pead, 1 Ves. Jun. 19. [Gratz v. Cohen, 11 How. IT. S. 1.] (o) Pratt v. Barker. 1 Sim. 1, and 4 Russ. 507; Hunter v. Atkins, 3 M. & K. 113. {p) Co. Litt. 447, a. {q) Cole v. Robbins, Bull. N. P. 172. 1 Kennedy v. Kennedy, 2 Alab. 571 ; McCraw v. Davis, 2 Ired. Eq. 618 ; Buffalowv. 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. Berry, 2 Gill, 83. TRUSTEES BY CONSTRUCTIVE TRUST. 231 as against the party taking under it, for that would be to encourage drunkenness,^) 1 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 tbere has been any contrivance 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 setting aside the deed.(i) 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 ex- cessively drunk, that he is utterly deprived of the, use of reason and ♦understanding. Because in such a case there can by no means be a serious or a deliberate consent ; and without this no contract L J can be binding by the law of nature.(w) This doctrine is certainly in accordance with the maxims of the jurists, and has been recognized with approbation by Mr. Maddock, and other eminent writers on equity juris- prudence.^) 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 exe- cuted by a drunkard, to enforce its execution ; although no contrivance be used or advantage taken by him ; but the parties will be left to their remedies at law.fj/) 2 Upon the same principle of fraud, presumed from the circumstances (r) Johnson v. Meddlicott, 3 P. Wms. 131, u. ; see Cory v. Cory, 1 Ves. 19 ; Cooke v. Clayworth, 18 Ves. 12; Nagle v. Baylor, 2 Dr. & W. 60. (s) Cory v. Cory, 1 Ves. 19; Cooke v. Clayworth, 18 Ves. 12. (t) Johnson v. Meddlicott, nbi supra ; Cory v. Cory, Id. ; Cooke v. Clayworth, Id. ; Say v. Barwick, 1 V. & B. 195 ; 1 Fonbl. Eq. B. 1, Ch. 2, s. 3, P. 67. [Crane v. Conck- lin, Saxt. 346 ; Hutchinson v. Tindall, 2 Green's Ch. 357 ; Phillips v. Moore, 11 Mis. 600 ; Calloway v. Witherspoon, 5 Ired. Bq. 128.] (w) 1 Fonbl. Treat. Bq. 67. [Gore v. Gibson, 13 M. & W. 626 ; Clifton v. Davis, 1 Pars. Bq. 31 ; French v. French, 8 Hamm. 214 ; see Harbison v. Lemon, 3 Blackf. 51 ; Wigglesworth v. Steers, 1 Hen. & Munf. 70 ; Shaw v. Thackray, 1 Sui. &, Giff. 537.] (a;) Puffendorf, Law of Nat. B. 1, Ch. 4, s. 8 ; Pothier, Trait. Obligat, n. 49 ; 1 Mad. Ch. Pr. 398 ; 1 Stor. Bq. Jur. I 231, &c. (y) Cragg v. Holme, 18 Ves. 14, n.; Shiers v. Higgons, cited 1 Madd. Ch. Pr. 399; Nagle v. Baylor, 2 Dr. & W. 64. [See Shaw v. Thackray, ut sup.] ' Morrison v. McLeod, 2 Dev. & Batt. Eq. 221 ; Hotchkiss v. Fortson, 7 Yerg. 67 ; Hutchinson v. Brown, 1 Clark's Ch. 408 ; Harbison v. Lemon, 3 Blackf. 51 ; Belcher v. Belcher, 10 Yerg. 121 ; Maxwell v. Pittinger, 2 Green's Ch. 156 ; Whitesides v. Green- lee, 2 Dev. Eq. 152 ; see Moore v. Reed, 2 Ired. Eq. 580, and the remarks in 9 Jur. p. ii. 75. 2 "Where, however, after a contract fairly entered into with a man addicted to drink- ing, to sell to the plaintiff leasehold premises for 735Z., another person with notice of this contract within a few days, prevailed on the vendor to sell and execute an assign- ment of the lease to him for 760/., the court considered the doctrine above stated not to apply, inasmuch as it could only operate to the benefit of the second vendee, and en- forced specific performance of the first contract. Shaw v. Thackray, 1 Sm. & Giff, 537. 232 TRUSTEES BY CONSTRUCTIVE TRUST. of the parties, equity will relieve against a conveyance obtained from persons in duress, or under terror or apprehension. (2) 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 of 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. (J) 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 distress ; and that there could be no title to such relief, unless the advantage or disadvan- tage 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 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 evi- denced, that fraud or misrepresentation was used.(d) Wherever, from the peculiar relations or connection existing between 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 suffered to abuse this authority or influence by extracting from it any advantage to himself. 1 But the court will look (2) Anon. 3 P. Wms. 294, n. e. ; Att.-Gen. v. Sothen, 2 Vern. 497 ; Crow v. Ballard, 1 Ves. Jun. 220. [Gest v. Frazier, 2 Litt. 118.] (a) Nicholls v. Nieholls, 1 Atk. 409 ; Hinton v. Hinton, 2 Ves. 634. (6) Hawes v. Wyat, 3 Bro. C. C. 156 ; Pickett v. Loggan, 14 Ves. 215; Wood v. Abrey, 3 Mad. 417. [MeCants v. Bee, 1 McCord's Eq. 383.] («) Ramsbottom v. Parker, 6 Mad. 6. (d) In Griffin v. De Veulle, 3 Wood. Lect. App. 16. 1 For a statement of the principles on which equity acts in cases of this kind, see Ahearne v. Hogan, 1 Dru. 310 ; Bspey v. Lake, 16 Jur. 1106 ; 10 Hare, 260 ; Hoghton v. Hoghton, 15 Beav. 278 ; and Cooke v. Lamotte, Id. 234 ; 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 person, 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 re- siding with her, 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 effect of the instrument. The bond was declared void. But in Beanland v. Bradley, 2 Smales & Giffard, 339, where a person, by deed, eight days before his death, granted a benefit to his grandson and son-in-law, it was held that there was no such confidential relation as in itself to induce the court to presume TRUSTEES BY CONSTRUCTIVE TRUST. 233 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, *trustees and cestui que trust, or attorney and client, the r __. transaction is in itself considered so suspicious, owing to the near L J connection 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, bring- ing 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 terms and circum- stances, or otherwise it will be liable to be set aside. (g) 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. (Jt) For it has been repeatedly decided that a transaction of this nature between a parent and a child will be supported as a family arrangement, notwithstanding the relationship between the parties, if it be in other respects reasonable and proper,(«) and more especially if it be such as will conduce to the benefit of the child. (k) And it is not necessary that the parent and child, in dealing with a third person, should act by sepa- rate solicitors. (Z) 1 (e) Filmer v. Gott, 7 Bro. P. C. C. TO ; Gartside v. Isherwood, 1 Bro. C. C. 560 ; Hunter v. Atkins, 3 M. & K. 135 ; 1 Mad. Ch. Pr. 172, 406 ; 1 Story's Eq. Jur. \ 307, &c. [Whelan v. Whelan, 3 Cow. 537 ; Brice v. Brice, 5 Barb. S. C. 533 ; Taylor v. Taylor, 8 How. 183.] (/) Gibson v. Jeyes, 6 Ves. 276 ; Hunter y. Atkins, 3 M. & K. 135. [See the remarks in Cooke v. Lamotte, 15 Beav. 234.] (g) Blunden v. Barker, 1 P. fms. 639; Heron v. Heron, 2 Atk. 161; Young v. Peachy, lb. 258; Carpenter v. Heriot, 1 Edw. 328; Cocking v. Pratt, 1 Ves. 401 ; 1 Mad. Ch. Pr. 406 ; Story's Eq. Jur. . 680 ; Saltmarsh v. Beene, 4 Port. 283. That the purchase is made by the intervention of a third person is not material. Beaubien v. Ponpard, Harr. Ch. 206 ; Woodruff v. 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; Paul v. Squibb, 12 Penna. St. R. 296 ; Buckles v. Lafferty, 2 Rob. Va. 292. 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. Silverthorn v. 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, 117 ; Beeson v. Beeson, 9 Barr, 279 ; Wallington's Estate, 1 Ashm. 307; and so of a sale of the testator's estate on an execution by a creditor. Fleming v. Teran, 12 Geo. 394; Spindler v. Atkinson, 3 Maryl. 410. But contra, Fisk v. Sarber, 6 W. & S. 18 ; Prevost v. Gratz, Pet. C. C. See Campbell v. Johnson, 1 Sandf. Ch. 148 ; Bank of Orleans v. Torrey, 7 Hill, 260. A purchase by an executor jointly with others, makes the whole sale voidable. Paul v. Squibb, 12 Penna. St. Rep. 296; Mitchum v. Mitchum, 3 Dana, 260. Such a sale, however, is not absolutely void (un- less there be actual fraud on the part of the purchaser : see Hudson v. Hudson, 5 Munf. 180 ; Van Horn v. Fonda, 5 J. C. R. 388) ; but may be confirmed by the heirs or lega- tees directly (Pennock's Appeal, 14 Penna. St. R. 446 ; Bruch v. Lantz, 2 Rawle, 392 ; Dunlap v. Mitchell, 10 Ohio, 117; Longworth v. 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 ; Lyon v. Lyon, 8 Ired. Eq. 201), or by long acquiescence. Jenison v. Hapgood, 7 Pick. 1 ; Musselman v. Eshelman^lO 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; Baker v. Read, 18 Beav. 398. As to what constitutes such acquiescence, see page 168. A confirmation by legatees or heirs, however, will not affect the rights of creditors. Bruch v. Lantz, 2 Rawle, 3,92. TRUSTEES BY CONSTRUCTIVE TRUST. 239 lunatic ;(k) or commissioners, assignees, or solicitors of a bankrupt or in- solvent estate purchasing any portion of the assets ;(lf 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, r-%-. ™-. for or to himself.(o) 2 In none of these instances will the trans- action 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 resale of (&) Wright v. Proud, 13 Ves. 136. (I) Ex parte Hughes, 6 Ves. 617 ; Ex parte Lacey, lb. 625 ; Ex parte Bennett, 10 Ves. 381 ; Ex parte Morgan, 12 Ves. 6 ; Ex parte Reynold, 5 Ves. 707 ; Morse v. Royal, 12 Ves. 372. (m) Downes v. Gravebrook, 3 Mer. 200. [Cram v. Mitchell, 1 Sandf. Ch. 251; Buckles v. Lafferty, 2 Rob. Va. 294.] (n) Att.-Gen. v. Earl of Clarendon, 17 Ves. 500. (o) Lees v. Nuttall, 1 R. & M. 53 ; Fawcett v. Whitehouse, lb. 132 ; Taylor v. Sal- mon, 4 M. & Cr. 134; Lawless v. Mansfield, 1 Dr. & W. 557, 629 ; Molony v. L'Es- trange, Beat. 406 ; Charter v. Trevelyan, 8 Jur. 1015 ; 11 CI. & F. 714. (p) Lowther v. Lowther, 13 Ves. 95; Trevelyan v. Charter, Rolls, 2d June, 1835 [affirmed 11 CI. & F. 714] ; Woodhouse v. Meredith, 1 J. & W. 204; Whitcomb v. Minchin, 5 Mad. 91. [Lewis v. Hillman, 3 H. L. Cas. 607.] 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 Lazarus v. Bryson, 3 Binney, 59. 1 See Fisk v. Sarber, 6 W. & S. 18 ; Chapin v. Weed, 1 Clark, 464 ; Dorsey v. Dor- sey, 3 H. & J. 410 ; Saltmarsh v. Beene, 4 Porter, 283 ; Beeson v. Beeson, 9 Barr, 284; Wade v. Harper, 3 Yerg. 383 ; Harrison v. Mocks, 10 Alab. 185. 2 Parkist v. Alexander, 1 J. C. R. 394 ; Sweet v. 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 ; Banks v. Judah, 8 Conn. 146 ; Copeland v. Merc. Ins. Co. 6 Pick. 198 ; Rankin v. Porter, 7 Watts, 387 ; Teakle v. Bailey, 2 Brockenb.,44; so of an agent to pay taxes, Oldhams v. Jones, 5 B. Monr. 467 ;or a cashier of a bank : Bank of Orleans v. Torrey, 7 Hill, 260 ; or a director of a railway company: Aberdeen Rail. Co. v. Blaikie Bros. 1 Macq. Scott. App. Cas. 461 ; 23 Law Times (H. of L.), 315. So, though the duties of the agent are merely limited to the obtaining of information through which the pur- chase can be effected. Winn v. Dillon, 27 Mississippi, 494. And so, even in a case where he might otherwise show that he was entitled to buy, if an agent buys secretly in the name of a stranger. Lewis v. Hillman, 3 House Lds. Cas. 629. There must be, as was said in that case, some one with whom the agent or trustee is to deal. " No man in a court of equity, is allowed himself to buy and sell the same property. He cannot sell to himself." In Beeson v. Beeson, 9 Penn. St. 280, it was held, however, that a purchase by one trustee through a secret agent, at a sale by his co-trustee, was not absolutely void, unless in the case of actual fraud. In Aberdeen R. Co. v. Blaikie Bros. 1 Macq. Scott. App. Cas. 461, ut supr., that the rule which precludes an agent or trustee from dealing to his own profit, with his prin- cipal or cestui que trust, was applicable to all contracts, indifferently; whether as to real or personal estate or mercantile contracts. 240 TRUSTEES BY CONSTRUCTIVE TRUST. 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.(g') 1 The same doctrine and principles will be applied to transactions be- tween 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 abso- lutely prohibited by the rules of the court (although the dictum of Lord Erskine in Wright v. Proud(r) 2 would seem to carry the doctrine even to that extent in case of a gift), but the court, before 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 pro- priety, rests with the attorney.(s) Therefore, if such proof cannot be given, the case will be treated as one of constructive fraud, and the transaction will be set aside.(£) 3 (q) Ex parte Hughes, 6 Ves. 617 ; "Whieheote v. Lawrence, 3 Ves. 740 ; Griffin v. Griffin, 1 Sch. & Lef. 352 ; Docker v. Somes, 2 M. & K. 655, and cases cited ; Killick v. Flexney, 4 Bro. C. C. 161 ; Whelpdale v. Cookson, 1 Ves. 9. [See notes, post, 537.] (r) Wright v. Proud, 13 Ves. 138 ; and see Lord Eldon's observations in Hatch v. Hatch, 9 Ves. 296, 7, and Montesquieu v. Sandys, 18 Ves. 313; Wood v. Downes, lb. 127. [Berrien v. McLane, 1 Hoff. Ch. 421. But see notes (s) & (<).] (s) Harris v. Tremenhere, 15 Ves. 34; Cane v. Lord Allen, 2 Dow. 289; Montesquieu v. Sandys, 18 Ves. 302 ; Bellow v. Russell, 1 Ball. & B. 104, 7 ; Champion v. Rigby, 1 R. & M. 539; Hunter v. Atkins, 3 M. & K. 135, 6; Edwards v. Meyrick, 2 Hare, 60,68. [Howell v. Ransom, 11 Paige, 538 ; Hawley v. Cramer, 4 Cow. 717 ; Miles v. Ervin, 1 McCord's Ch. 524 ; Evans v. Ellis, 5 Demo, 640.] (t) Newman v. Payne, 2 Ves. Jun. 199 ; Wells v. Middleton, 1 Cox, 112, and 4 Bro, P. C. 245 ; Walmsley v. Booth, 2 Atk. 30 ; Gibson v. Jeyes, 6 Ves. 277 ; Wood v. Downes, 18 Ves. 120 ; Champion v. Rigby, 1 R. & M. 539 ; Uppington v. Buller, 2 Dr. & W. 184. [Salmon v. Cutts, 4 De G. & Sm. 131 ; Robinson v. Briggs, 1 Sm. & Giff. 184; Holman v. Loynes, 23 L. J. Ch. 531 ; King v. Savery, 1 Sm. & Giff. 271 ; Merritt v. Lambert, 10 Paige, 357; S. C. 2 Den. 607, sub noiu. Wallis v. Loubat; Mott v. Harrington, 12 Verm. 199; Greenfield's Estate, 2 Harris (Penn.), 489; Barry v. Whit- ney, 3 Sandf. S. C. 696 ; Howell v. Ransom, 11 Paige, 538. See Lewis v. Hillman, 3 House L. Cas. 607.] 1 Where a trustee or agent agrees to accept a benefit from an intended purchaser, the sale cannot be sustained. Bailey v. Watkins, Sugden, Law of Property, 726. 2 In Holman v. Loynes, 23 L. J. Ch. 536, it was said by Turner, L. J., and in Tomson v. Judge, 24 L. J. Ch. 785, 19 Jur. 583, 3 Drewry, 306, it was held by V. Ch. Kinders- ley, that the rule against gifts to an attorney or solicitor, while the relation or the in- fluence of the relation, lasted, was absolute, and that they were entirely prohibited. In Hindson v. Wetherill, 18 Jurist, 499, overruling S. C. 1 Sm. & Giff. 604, however, it was held by the Court of Appeal in Chancery, that the same rule did not apply where the gift to the solicitor was by will, and that such a testamentary provision would be supported if it were valid at law or in the ecclesiastical courts. See, however, the re- marks in 23 Law Review, 442, and in Reporter's note to the case in 1 Sm. & Giff. 624. In Stump v. Gaby, 22 L. J. Ch. 352, 2 De G. Macn. & G. 623, it was held by Lord St. Leonards that a conveyance obtained by an attorney might be confirmed by will, when it would not be necessary to show good faith in procuring the devise. 3 An attorney cannot purchase from his client unless he can show that his diligence TRUSTEES BY CONSTRUCTIVE TRUST. 241 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 he has the management; particularly if it be connected with the subject of the suit.(w) The same rules will not apply, where the relation of attorney and client, as well as the influence arising from that relation, has completely ceased ;{x) nor where the attorney is dealt with by the client in the par- ticular transaction not as his attorney, but as a person wholly inde- pendent of that character : for the reasons arising from the danger of a breach of confidence, &c, do not apply to such cases.^) 1 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 lordship, "may L J 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 (u) Oldham v. Hand, 2 Ves. 259 ; Hall v. Hallett, 1 Cox, 134 ; "Wood v. Downes, 18 Ves. 120. [See Leisenring v. Black, 5 W. 303 ; Hoekenbury v. Carlisle, 5 W. & S. 350. This does not apply to the attorney for the defendant buying at a sheriff's sale : Bank v. Porster, 8 W. 305 ; nor to one merely incidentally consulted in a cause : Devin- ley v. Norris, 8 W. 314; Dobbins v. Stevens, 17 S. & R. 13.] {x) Wood v. Downes, 18 Ves. 127. (y) Bellow v. Russell, I B. & Beat. 104; Montesquieu v. Sandys, 18 Ves. 302 ; Ed- wards v. Meyrick, 2 Hare, 60. [See the remarks on these cases in Holman v. Loynes, 23 L. J. Ch. 531.] ^ (z) Hunter v. Atkins, 3 M. & K. 135, 6. [See the remarks in Stump v. Gaby, 22 L. J. Ch. 354.] to do the best for his vendor has been as great as though he were only an attorney for that vendor dealing with a stranger. Holman v. Loynes, 23 L. J. Ch. 530. In this case the relation of attorney and client was held to continue, though the former had not acted as such for the client for more than a year previous to the purchase, as he had been previously employed about an attempted sale of the same property. In a recent case in Pennsylvania (Henry v. Raiman, Jan'y, 1850, MS.), a most stringent but salutary doctrine was enunciated by the Supreme Court of that State. It was held that not only is an attorney prohibited from acquiring any interest in property about the title to which he has been professionally consulted, or in regard to which he has conducted a suit, but that this prohibition does not terminate with the relation of counsel and client, but is perpetual in its character, and follows the title of the client into whosoever'* hands it passes, so that any purchase of adverse claims, incumbrances, or the like, by him, will be in trust for the holder of that title. 1 The rule applies, 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 he became acquainted as clerk : Poillon v. Martin, 1 Sandf. Ch. 569 ; and to one also who acts as confidential adviser before a magistrate 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. 16 242 TRUSTEES BY CONSTRUCTIVE TRUST. a lease. No law can ever forbid such a transaction, 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 advantageous 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 off, as it were, the connection which bound him to the party giving or contracting, and that nothing has happened which might not have happened, had no such connection subsisted. The authorities mean nothing else than this, when they say, as in Gibson 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 subsists, 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 difficulty 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 examination. "(2) The doctrine is the same with regard to gifts or sales by a principal to his steward or agent, (a) On this subject the law was thus stated by Sir John Leach, V. C, in the case of Lord Selsey v. Rhoades,(6) " There is no rule of policy which pre- vents a steward from being a lessee under his employer. 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 motives 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 r*1fi21 °^ tne em pl°y er ' These doctrines may be Considered as com- prised in the general maxim, that a steward dealing with his (z) Hunter v. Atkins, 3M.4K. 135, 6. (a) Huguenin v. Basely, 14 Ves. 273; Harris v. Tremenhere, 15 Ves. 40; Molony v. Kernati, 2 Dr. & W. 31 ; Lord Selsey v. Rhoades, 2 S. & St. 41 ; Earl of Winchelsea v. Garrety, 1 M. & K. 253; Ker v. Lord Dungannon, 1 Dr. & W. 509, 541. (6) Lord Selsey v. Rhoades, 2 S. & S. 49, 50; S. C. 1 Bligh. 1. TRUSTEES BY CONSTRUCTIVE TRUST. 243 employer shall derive no advantage from his situation as steward. The employer may, if he pleases, treat with his steward preferably to any other person ; and this preference is a bounty. But the steward cannot take advantage of this preference, unless he fully imparts to his em- ployer all the circumstances of existing competition." Besides the known and defined relations which we have already con- sidered of parent and child, guardian and ward, trustee and cestui que trust, attorney and client, and principal and agent ; there may be a re- lation between parties created by friendly habits, or habitual reliance on advice and assistance, accompanied with partial employment in doing some sort of business. (c) In this case the court will take care that no undue advantage shall be taken of the influence thus acquired ;(c?) 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 effects, 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 inquiry we are to say, has or has not an undue influence been exerted, an undue advantage taken. (/) Therefore, a gift or sale to a confidential friend or adviser,( ) 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 (n) Sharp v. Sharp, 2 B. & A. 405. (o) See Eaton v. Smith, 2 Beav. 236, 9, and Hawkins v. Kemp, 3 East, 410 ; Cooke v. Crawford, 11 Law Journ. N. S. Chanc. 406 ; 13 Sim. 91. (p) Sharp v. Sharp, 2 B. & A. 405. \q) Re Roche, 1 Conn. & Laws. 306 ; 2 Dr. & W. 287. ' 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 ; In Re Roche was, however, recognized. See Turner v. Maule, 15 Jur. 761, accord. But a trustee of property in the city of London, who had been domiciled for several years in the United States as a bookseller, was held within these words, in Mennard v. Welford, 1 Sm. & Giflf. 426. Contra, Withington v. Witbington, 16 Sim. 104. In Walker v. Brungard, 13 Sm. & M. 724, 758, a power of 272 TIIE CREATION OF TRUSTEES 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) 1 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, as r*1 801 * usua Uy corded, clearly does not authorize one of the trustees to retire, and without appointing another person in 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 ex- press clause, (t) Upon this principle, the original number of trustees cannot in general be lessened ; and whore two trustees were originally appointed, 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.(«)(2) 2 (r) White v. Parker, 1 Bing. N. C. 582. [See post, 183, note.] (s) Wilkinson v. Parry, 4 Euss. 274 ; Adams v. Paynter, 14 Law Journ. N. S. Chanc. 154 ; [1 Coll. Ch. 532.] (t) See 6 Jarm. Bythew. Convey. 509, 3d edit, (u) Hulme v. Hulme, 2 M. & K. 682. (1) Where the exercise 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. Al- though 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 this nature was held to be entirely within the cestui que trust's discretion. Under the New York statute, which declares that letters of administration, &c, shall not be granted "to any person who shall be judged incompetent by the surrogate to execute the duties of such trust by reason of drunkenness, improvidence, or want of understand- ing," it has been held that professional gambling was prima facie evidence of improvi- dence, from the habits it engenders. McMahon v. Harrison, 2 Selden, 443. But moral delinquency per se is not within the statute. Coope v. Lowerre, 1 Barb. Ch. 45 ; McMahon v. Harrison, ut sup. 1 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 incapable of acting, &c, the surviving trustee, although himself residing abroad, may appoint another trustee in the place of the one deceased. O'Reilly v. Alderson, 8 Hare, 101. 2 See Hospital v. Amory, 12 Pick. 445 ; but see Greene v. Borland, 4 Mete. 332. UNDER A POWER. 273 *And so with regard to the converse case of appointing several r%« n*-. trustees in the place of one. As a general rule, the original 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 benefit of his children and the issue of any deceased child in such manner, &c, as his wife (who was also one of the trustees) should appoint. The will contained 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 retirement, &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 afterwards died at different intervals, and upon the death of the third, A. and B., the two surviving trustees, exe- cuted 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 trustees) 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 dayj which recited the desire of G. to retire from the trust, D. appointed E. F. and O., to be new trustees jointly with herself in the place of C. and the original trustees. These appointments were accompanied by conveyances of the legal estate to the newly ap- pointed 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 cestui que trusts and the trustees, and a bill was accordingly filed by the cestui que trusts praying alternately in the first instance, that the appointment 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-Chan cellor Wigram, who expressed a very decided opinion, that the appointment 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 plaintiffs 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 appointment of D. E. F. and G., as the new trustees, was good. Corrie v. Byrom, Vice-Chaucellor Wigram, 26th April, 2845, M. S. As this decision was made in an amicable suit, and without being adversely argued, it cannot be regarded as an authoritative 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 tlie trust. It may be remarked, that the observation* of Vice-Chancellor Knight 18 274 THE CREATION OF TRUSTEES number of trustees ought to be adhered to ; it is a rule of convenience, and generally settled.(a:) 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 authorized by the terms of the power. 1 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, (z) But this ground of construction fails where the number of trustees originally created is more than two. (a) 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 trustees has been sanctioned on general grounds without reference to the special terms (jc) Per V. C. K. Bruce in Meinertzhagen v. Davis, 8 Jur. 973 ; S. C. 1 Coll. Ch. E. 335. {y) Ex parte Davis, 2 N. C. C. 468 ; see Devy v. Peace, Taml. 11. (z) D'Almaine v. Anderson, Lewin, Trust, 465; Meinertzhagen v. Davis, ubi supra. (a) Ex parte Davis, 2 N. C. C. 468. 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 protection 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 cau- tion. [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 ap- pointed, 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 per- son or persons to be trustee or trustees in the place of such trustee or trustees so 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 appoint- ment was good, and the retiring 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. The same decision was made in Pool Bathurst's Trusts, 2 Sm. & Giff. 169 (V. Ch. Stuart), in which Corrie v. Byrom was cited upon a power identical in its terms with the fore- going. In that case, however, the appointment sought to be set aside, had been made more than forty years before, and the trusts had ever since been administered on that footing : and the V. Ch. said, " that it must be borne in mind, that on questions of this kind, the court must be a good deal governed by the selection of the cestui que trusts, the state of the property, and the time at which the appointment is brought to the notice of the court." See further to same point, Miller v. Priddon, stated post, 183, note ; and see Bulkeley v. Earl of Eglinton, 19 Jurist, 994.] ' 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. UNDER A POWER. 275 of the p%wer. In the late case of Sands v. Nugee,(6) by a settlement ro 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 objected to the title on the *ground that the ap- pointment of three trustees was not authorized by the power ■- -• in the settlement: but Sir L. Shadwell, V. C, considered, that there ■was nothing in the objection, and overruled the exception which had 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 warrant the appointment of three ; that appointment must therefore have been sup- ported 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 reason 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 afforded to the trust estate by the plurality of trustees. In addition to this, the incumbrance and com- plexity which may thus be occasioned to the title, is an obvious and not an insignificant objection to such an exercise of the power. In the case of D'Almaine v. Anderson, (c) 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 trustees 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 by the proviso. (c) 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 (6) Sands v. Nugee, 8 Sim. 130 ; aud see In re Welch, where, on a reference to the Master, four trustees were appointed by him in the place of the survivor of the three original trustees ; 3 M. & Cr. 293. (c) Lewin, Trust. 465. 276 THE CREATION OF TRUSTEES 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 trustees 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 trustees in the place of one, as in D'Almaine v. Anderson, and his Honor dis- tinguished 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.(«!) In a still later case also, before V. C.~ K. Bruce, the original number r*i «. was not thereby created trustee, no intention to that effect being manifested in the creation of the trust. Mortimer v. Ireland, 11 Jur. 721. UNDER A POWER. 279 duced 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 trustees, as well as any other power, in the manner and to the extent prescribed by the instrument by which the authority is created.(d) An infant, how- ever, cannot exercise such a power, except, indeed, it be a simply col- lateral 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.(f) 1 But where a suit is once instituted, and the court has assumed the con- trol or administration of the trust estate, the trustee will not in general be permitted *to exercise his power by appointing a new trustee, r#ia t-,' without the sanction of the court ; more especially where a con- L -• siderable remuneration is attached to the office of trustee. (g) There is no doubt, said Lord Eldon, in Webb v. Lord Shaftesbury, (h) 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 trustees 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 ap- pointing without an application to the court.(i) In the recent case of Attorney-General v. Claek,(&) a charity was to be administered by eight trustees, and when the number of trustees 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 (c) Doe d. Dupleix v. Roe, 1 Anstr. 86. (d) 1 Sugd. Pow. 184. [Ante, 49, n. 2.] (e) Hearle v. Greenbank, 1 Ves. 298 ; 1 Sugd. Pow. 213, 20. (/) 2 Sugd. Pow. 531, 6th ed. [Hodgson's Settlement, 9 Hare, 118 ; 15 Jur. 552. See Bowditch v. Banuelos, 1 Gray, 220.] (fir) Millard v. Eyre, 2 Ves. Jim. 94; Webb v. Lord Shaftesbury, 7 Ves. 480; Att.- Gen. v. Clack, 1 Beav. 467 ; 2 Sugd. Pow. 531, 2 ; and see v. Kobarts, 1 J. & W. 251 ; vide post, Discretionary Powers, p. 485. (h) Webb v. Lord Shaftesbury, 7 Ves. 487, 8. (i) Ibid. [But the Master is not bound to approve the persons so proposed, though he is to have regard to the power. Middleton v. Eeay, 7 Hare, 106 ; 13 Jur. 116 ; 18 L. J. Ch. 153.] (ft) Att.-Gen. v. Clack, 1 Beav. 467. 1 It is the duty, however, of trustees to make the appointment with regard to the in- terest of the cestui que trusts, and generally on communication with them. O'Reilly v. Alderson, 8 Hare, 101 ; Marshall v. Sladden, 7 Hare, 428 ; 14 Jur. 106; Peatsfield v. Benn, 23 L.'J. Ch. 497 ; 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. So it is the duty of the new trustee to communicate with the cestui que trusts, before acceptance of the trust ; and a trustee who had neglected this duty was refused his costs on a supplementary bill made necessary by his appointment. Peatsfield v. Benn. 280 THE CREATION OF TRUSTEES trustees from appointing in the meantime. However, pending that in- formation, the surviving trustees, without the sanction of the court, ap- pointed four new trustees. The case came before Lord Langdale, M. E., who held that the appointment was neither a contempt nor an act alto- gether 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 Lordship 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 re- fused to annul the appointment of new trustees made by the old ones after the filing of the bill.(£&) With regard to the manner in which powers to appoint new trustees must be exercised, it need only be observed, that in the execution of this as well as of every other power, all the formalities prescribed by the in- strument creating the power, must be duly observed, both with respect to the nature of the instrument, and also in its execution and attesta- tion :(l) except, indeed, so far as the law on this subject has been altered by the 10th section of the recent Will Act, 1 Vict. c. 26, which pro- vides, 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. 1 Where the consent of one, or of several persons, who are named, is r*1 8fi1 * re( l u i re( i 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.(?ra) 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 or continuing [kk) Cafe v. Bent, 3 Hare, 249, and see this subject considered, post, Effect of Suits. (l) See 1 Sugd. Pow. 265, &c, 6th ed. Therefore, where it is required to be executed by will, an execution by deed will be bad, and vice versa. Ibid. Scott v. Davis, 4 M. & Cr. 87. (m) 1 Sugd. Pow. 334; Hall v. Dewees, Jac. 192; but see Morris v. Preston, 1 Ves. 547, and supra. 1 Where the trust property is personal estate, and it is not specially required, the new appointment need not be in writing. Poster 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 sufficient. Crosby v. Huston, 1 Texas, 203. An appointment by recital in the deed of conveyance from the old to the new trustee, is sufficient. Miller v. Priddon, 1 De G. Mac. & G. 335, stated ante, p. 183, note. UNDER A POWER. 281 trustees, if any.(n) Where the legal estate in fee simple is vested in the surviving or continuing trustee, the conveyance 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 remainders in a settlement, it has been usually considered essential that the new trustees should have a seisin, to serve the uses, in the same manner 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 ap- pointed 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 endorse- ment), 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 circuitous 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 con- sequently, 3d, That there is no seisin to transfer, and therefore the revo- cation 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 ap- pointed trustees by one deed, as may be done where the estate is of free- hold 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 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, r-%* „»■, upon the trusts of the original settlement.^) Or what is better, the transfer may be made first ; and a deed, declaring 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 (n) Folley v. Wontner, 2 Jac. & W. 248 ; see Owen v. Owen, 1 Atk. 496. (0) 2 Sugd. Pow. 527, 8, 6th ed. (p) 2 Sugd. Pow. 528, 6th ed. (g) 6 Jarm. Byth. Conv. 524. (r) 6 Jarm. Byth. Conv. 527, n. 3d 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 appointment 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 trustees could alone execute a power of sale. Warburton v. Sandys, 9 Jur. 441, 503 ; 14 Sim. 622. A power to ap- point by any deed or writing is well executed by a duplicate instrument. (Ibid.) 282 THE CREATION OF TRUSTEES estate, upon the appointment of a new trustee, a simple conveyance 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 lease- hold. It is not in general imperative upon the donees of a power of appoint- ing 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 trus- tees should die before the drawing of the lotteries, and the conveyance of the prizes, the survivors or survivor should and were thereby required to appoint a new trustee or trustees, it was objected 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 conveyance. 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 over- ruled, (t) So in Attorney-General v. Floyer,(w) the devise was to six trustees and their heirs, and the testator directed that when the number was reduced to three they should choose others. All the trustees died but one ; and the sole survivor appointed other trustees and conveyed the property to them. And it was held, to be only directory on the trustees 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 effect.(l) However, the terms of the power may unquestionably make it impera- tive on the trustees to appoint others either on every vacancy, or when they are reduced to a certain number.(«/) (s) Attorney-General v. Bishop of Litchfield, 5 Ves. 825 ; and see Attorney-General v. Floyer, 2 Vern. 749. [See Forster v. Goree, 4 Alab. 440.] (t) Doe d. Read v. Godwin, 1 Dowl. & By. 259 ; and see Attorney-General v. Cum- ing, 2 N. C. C. 139. («) 2 Vern. 748. (i) 5 Ve's. 825. (y) Doe v. Roe, 1 Anst. 89 ; Foley v. Wontner, 2 J. & W. 245. (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 exercised by C. ; B. having died, and A. having renounced the trusts of the will. (Cafe v. Bent, 9 Jur. C53; 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 appointeil trustees, but only because they happened to be the trustees for the time." (The Vice- Ch. (Wigram) Ibid.) UNDER A POWER. 283 These questions have usually arisen on charitable trusts. *There is no doubt, that where the donees of the power neglect r*-ioo-t to exercise it on the occurrence of any vacancy, equity under a proper application will interpose, and itself make the appointment, (z) Although this will only be done, where, the number of trustees is so re- duced, 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 con- veyance or assignment, stands precisely in the same situation, and is in- vested with the same powers and privileges with reference to the trust estate, as if he had been originally appointed a trustee ;(c) with the ex- ception indeed of discretionary powers personally given to the original trustees.(cZ) It is almost unnecessary to observe, that a conveyance or assignment of trust property to a new trustee, duly executed by the trustees or other persons, in whom the legal estate is vested, will operate 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.(/) However, where the whole beneficial interest in the trust estate is 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 requisition of the cestui que trust is bound to transfer the legal estate to the newly-appointed trustee.^) It may be observed, that although a trustee may have declined or deserted the trust, or otherwise so acted as to bring himself expressly within the terms of the power for appointing another in his place, he is not discharged from the trust until that appointment has been duly made ; until then, therefore, he still continues to be a trustee, and may resume the discharge of his duties as such.(A) Where the settlement is governed by the English law, and the parties (z) See next chapter, Att.-Gen. v. Bishop of Litchfield, 5 Ves. 831. [See Hodgson's Settlement, 9 Hare, 1 18.] (a) Re Marlborough School, 13 Law Jour. N. S. Chanc. 2 [7 Jur. 1047] ; Re Faver- sham Charities, stated supra. (6) Re Warwick Charities, MS., 22 Nov. 1844, L. C. (c) Vide supra. \d) Cole v. Wade, 16 Ves. 27 ;,1 Sugd. Pow. 148 ; post, Pt. Ill, Div. I, Chap. II, s. 3. (e) Doe v. Godwin, 1 D. & B,'. 259 ; White v. Parker, 1 Scott, 542 ; 6 Jarm. Byth. Conv. 508, n. (f) Vide supra. (g) Angier v. Stannard, 3 M. & K. 566. (h) Attorney-General v. Pearson, 3 Mer. 412. 284 THE CREATION OF TRUSTEES UNDER A POWER. are English, it would be a very hazardous exercise of a power, to appoint foreigners, or persons resident abroad, to be the new trustees ; and though the point has never been actually decided, there can be but little doubt that such an appointment would be set aside.(i') 1 But if the parties or either of them be foreigners, the appointment of their countrymen to be new trustees, although also foreigners and out of the jurisdiction, will be supported. (k) It may be added, that the appointment of one of the cestui que trusts as *a trustee is clearly improper, for a trustee ought to be ■- J disinterested for the benefit of all parties. 2 The expense of an appointment of new trustees, where necessary and proper, must unquestionably be borne out of the corpus of the trust estate, in the absence of, any direction to the contrary in the trust in- strument ; and the interest of the cestui que trust for life is not prima- rily chargeable with this expense ; although his misconduct, in occasion- ing the necessity of the new appointment, may sometimes be a reason for making him bear the costs. (I) It is to be observed, that where there has been an invalid appoint- ment of a trustee under a power, it will be a very serious question whether any subsequent appointment could, in any case, be sustained, even though otherwise regular and proper. At all events it seems clear, that if the title of the subsequently appointed trustee is implicated in the validity of the previous vicious appointment, it cannot be sup- ported ; as, for instance, where the subsequent appointment is in place of that trustee irregularly appointed, or still more strongly if it be made oy that trustee, or if the new trustee be expressed to be appointed to act with the irregularly appointed trustee, (m) 3 (i) Meinertzhagen v. Davis, 8 Jur. 973 ; S. C. 1 Coll. N. C. C.353. [See the remarks in Ex parte Robert, 2 Strob. Bq. 88.] (k) Ibid. [I] See Coventry v. Coventry, 1 Keen, 758. (m) See Adams v. Paynter, 14 Law Journ. N. S. Chanc. 54. [1 Coll. Ch. 532 ; Crosby v. Huston, ante, 185, n.] 1 A power to appoint a new trustee, on an existing one becoming incapable to act, was ruled, in Withington v. Withington, 16 Sim. 104, not to apply to the case of a trustee going to reside abroad; and in O'Reilly v. Alderson, 8 Hare, 101, it was said that permanent residence abroad does not, ipso facto, deprive the trustee of his office. On the other hand, in Mennard v. Welford, 1 Sm. & Giff. 426, under a power to ap- point new trustees, in the same terms as Withington v. Withington, a trustee of lease- hold property in the city of London, who had been domiciled for several years in the United States as a bookseller, was held " incapable of acting," and a new appointment in such case supported. 2 But in Ex parte Clutton, 17 Jurist, 988, it was held that the trusts, being very onerous, so that it would have been difficult to get a stranger to undertake them, one of the cestui que trusts might be appointed by the court. 3 A power to appoint new trustees is not exhausted by once being exercised ; and, therefore, if the new trustee fails to accept, the donee of the power may appoint anew. Foster v. Goree, 4 Alab. 440 ; see Bowditoh v. Banuelos, 1 Gray, 220. THE SUBSTITUTION OF TRUSTEES. 285 "CHAPTER II. [*190] THE SUBSTITUTION OF TRUSTEES BY THE COUET OF CHANCERY. I. — In what Cases the Court will III. — Whom it will Appoint, and act [190]. the Effect of the Appoint- II. — How the Court acts [194]. ment [210]. , I._IN WHAT CASES THE COUET WILL ACT. "Wherever circumstances render it necessary or desirable to appoint new trustees, the Court of Chancery in exercise of its inherent juris- diction will interpose upon a proper application, and make the appoint- ment.^) 1 (a) 2 Sugd. Pow. 532, 6th ed. ; [Chambers v. Mauldin, 4 Alab. 477.] 1 la Pennsylvania it has been held that where the lands lie there, a court of another State cannot appoint a new trustee in place of one appointed in Pennsylvania. Williams v. Maus, 6 Watts, 278. See ante, 44, note. Upon the subject of this chapter special provisions will be found in the legislation of the .different States. The following summary is believed to furnish some of the principal regulations with reference thereto. Pennsylvania. — There having been at first no Court of Chancery in Pennsylvania, the execution of trusts was left very much to the voluntary action of the parties. See Shaw v. McCameron, 11 S. & E. 252 ; Moody v. Fulmer, stated in Wh. Dig. Trustees, pi. 244, 6th ed. In 1825, an Act was passed (Dunlop, 392), by which jurisdiction was given to the Supreme Court in all cases of trust, so far as regarded the appointment and discharge of trustees ; and the cases for the exercise of these powers were specified. This act, with some additions, by a subsequent statute passed in 1828 (Dunlop, 420), was extended to the District Courts and Common Pleas of the State. By the general Act with regard to the organization of courts, of 1836, extensive chancery powers are given to the Supreme Court and Courts of Common Pleas, especially in the County of Philadelphia ; and by the Assignees' and Trustees' Acts of the same year (Dunlop, 689), sect. 15, the Courts of Common Pleas, are given jurisdiction of cases of trusts express or implied, arising on deed or will ; except as to trusts created by will and vested in executors or administrators, either by express words or operation of law, over whom the Orphans' Court has jurisdiction : (and, indeed, as to all trusts given to exe- cutors nominatim or virtute officii, the Orphans' Court has concurrent jurisdiction. Browne's Appeal, 12 Penn. St. R. 333 ; see on this subject Seibert's App. 19 Id. 49.) The powers of the District Courts, under the Act of 1828, were expressly reserved. By sect. 16, a trustee wasting, neglecting, or mismanaging (what this is, see Chew's Estate, 2 Pars. 153), the trust estate or fund, or in failing circumstances, may be cited to show cause why he should not be dismissed, on application of any person interested (which does not comprehend the next of kin of a living cestui que trust, though the latter is of weak intellect: Kuhler v. Hoover, 4 Barr, 331), and the court may thereupon order security or dismiss. The court may dismiss a trustee before he has entered upon his duties upon a proper case made. Piper's App. 20 Penn. St. 67. By sect. 18, in cases 286 THE SUBSTITUTION OP TRUSTEES This jurisdiction exists, and will be equally enforced, whether the in- strument creating the trust does or does not contain a power to appoint of infancy or temporary absence, a trustee ad interim may be appointed, with the same powers as the one for whom he is substituted. The foregoing sections are not appli- cable to assignments for the benefit of creditors which are specially provided for by the same act. The general provisions applicable to all assignees and trustees are as fol- lows. Sect. 20. Where a trustee, &c, has been duly declared a lunatic or habitual drunkard (an inquisition of lunacy, &c, is not, ipso facto, a removal : Sill v. McKnight, 7 W. & S. 244), or has removed from the State, or ceased to have a place of residence therein, for a year or more, the court may, on due proof, dismiss him, and appoint another. Sect. 21. Where a trustee, &c, is dismissed or discharged, the court may make an order for the transfer of books and papers, &c. Sect. 22. A trustee, &c, may be discharged on his own application by bill or petition, setting forth such facts as would entitle him to relief in equity ; provided that his accounts have been settled, that notice has been given as required by the Act, and that he has surrendered the trust estate to trustees appointed, and done all other things necessary in equity. By sect. 23, the court may appoint new trustees where a sole assignee or trustee shall renounce (that is, before acceptance : Read v. Robinson, 6 W. & S. 329), or refuse to act under, or fully to execute the trust, &c, or dies (this does not apply to trusts annexed to the office of executor: 4 W. & S. 492 ; or to a passive trust, where the deceased trustee •was merely the depositary of the legal title : Carlisle's Appeal, 9 Watts, 332), or is dismissed or discharged, or where one of several trustees, &c, renounces, refuses,, dies, or is dismissed or discharged, and the duties of the trust require a joint act ; and also where no trustee is appointed by name or description. By the 2d section of the Act of May 3, 1855 (Bright. Purd. Supp. 1156), supplementary to the Act of 1836, it is provided that where any trust, power, or authority shall be conferred on two or more per- sons by name, and one or more of them shall die, renounce, or be legally discharged, the survivors or survivor, or remaining trustees, shall have and exercise all the title and authority which the whole might have done, unless the trust or power conferred shall require the whole number to act, in which case the vacancies are to be filled in the manner provided by the Act of 1836. By the 5th section of the act of 1855, the provisions of the 23d section of the Act of 1836, just cited, are extended to cases where a surviving trustee shall have died, although the legal title may have descended to his heir at law. By the Act of 1846 (Dunlop, 960), the Orphans' Court of proper county, in all cases of trusts created by will, may appoint new trustees, upon the death, resignation, or removal of the old trustees, and may dismiss or discharge in cases falling under the 23d section of the Act of 1836 ; and by the act of 1849 (Dunlop, 1053), in all cases of trusts created by wills admitted to probate in the city and county of Philadelphia, to be executed by any executor or executors, by virtue of their office or otherwise, and any of the executors shall die, renounce, resign, be dismissed, or refuse to act in the trust, leaving the others continuing therein, the Orphans' Court, on the application of any party in interest, and with the consent of the continuing executors, and on notice, may ap- point a trustee or trustees in his place. Sect. 24 (of Act of 1836). This power of appointment, &c, may be exercised on application by bill or petition of any person interested, &c, and not otherwise, and on due notice. Sect. 25. The trustees thus ap- pointed are to have the same powers and authorities in relation to the trust, and be subject in the same manner to the control of the court, as the old trustees ; and (sect. 26), on the appointment, and on giving security when so required, all trust estate and effects shall vest at once in the trustees, &c. When the trustee is appointed by the original instrument, security is not a prerequisite to the vesting of the estate. Johnson's Appeal, 9 Barr, 416 ; Dallam v. Pitler, 6 W. & S. 326. In the counties of Philadelphia and Lancaster, by Acts of 3d of March, 1847 (Dunlop, 971), and 1849, § 9 (Dunlop, 1055, where the Act of 1847, is mis-cited), where a trust created by will is to be exe- cuted by the executors, they may renounce, without affecting their office or trust as BY THE COURT OF CHANCERY. 287 new trustees.(J) And we have seen in the last chapter, that the court, when once put in possession of a case by the filing of a bill, will not (6) Webb v. Earl of Shaftesbury, 7 Ves. 480 ; Re Fauntleroy, 10 Sim. 252 ; Finlay v. Howard, 2 Dr. & W. 490. [In re Foxhall, 2 Ph. 281 ; Suarez v. Pampelly, 2 Sandf. Ch. 336.] executors generally, or any other trust in the will. In the case of a married woman possessed of a separate estate under the Act of 1848, by the Act of 1850 she may apply to the Common Pleas of the proper county, for the appointment of a trustee other than her husband. An Act of 1838 (Dunlop, 763) provides that, where trustees reside out of the State, and any part of the trust property or fund is situate in Pennsylvania, the court may appoint one or more resident trustees to act in conjunction with the foreign trustees. In the Supreme Court, proceedings to compel a trustee to pay over money, or to remove him, must be by bill. Ex parte Hussey, 2 Whart. 330. With regard to the jurisdiction of the Orphans' Court in cases of testamentary trusts, vested in executors virtute officii or otherwise, see the general Act of 1834, and its sup- plements; the Acts, of 1846 and 1849, above cited; and Brown's Appeal, 12 Penn. St. R. 333 ; and Webb v. Dietrich, 7 W. & S. 401, where it was held that a purchase by executor at his own sale, in the absence of actual fraud, was no ground for removal. New York. — By the Revised Statutes (3d ed.), part ii, ch. 1, art. ii, fj 45, passive trusts are abolished, the legal estate vesting at once in the cestui que trust, and there- fore in such case no question can arise on the appointment or removal of trustees. See In Matter of Craig, 1 Barb. S. C. 33. Prior active or future express trusts still sub- sist ; the latter are to sell for creditors, to sell, mortgage, or lease for legatees, or to Satisfy charges on the land ; to receive rents and profits of land, and apply them to the use of any person during his life, or for a shorter term ; or to accumulate rents and profits, within the limits prescribed. In other cases of express trusts, no estate vests in trusts ; but if the trust can be exercised as a power, it is valid as a power in trust ; and as to resulting trusts, see ante, p. 91. With reference to the appointment, &c, of trustees, the following provisions are enacted : — Sect. 68. Where a sole surviving trus- tee djes (see 5 Paige, 559), the trust estate (whether personal or real, Hawley v. Ross, 7 Paige, 103) does not descend to the heirs or representatives, but vests in the court, to be executed by some person to be appointed under its direction. See King v. Don- nelly, 5 Paige, 46 ; Matter of Van Schoonhoven, 5 Paige, 559 ; Bulkley v. De Peyster, 26 Wend. 21 ; McCosker v. Brady, 1 Barb. Ch. 329 ; 1 Comst. 214. Where the trust has thus devolved on the Court of Chancery, the parties interested may apply for a re- ceiver, to act until a new trustee is appointed. McCosker v. Brady, 1 Barb. Ch. 329. Sect. 69. On the petition of any trustee, the court may accept his resignation, and dis- charge him from the trust, under such regulations as may be established by the court, and on such terms as the rights and interests of the parties may require. See Matter of Van Schoonhoven, 5 Paige, 559; Cruger v. Halliday, 11 Paige, 314; Craig v. Craig, 3 Barb. Ch. 76, sect. 70. Upon petition or bill of any person interested, the court may remove any trustee who shall have violated or threatened to violate his trust, or who shall be insolvent, or whose insolvency shall be apprehended, or who from any other cause shall be deemed an unsuitable person to execute the trust. See Matter of The Mech. Bank, 2 Barb. S. C. 446 ; and, as to lunatic trustee, Matter of Wadsworth, 2 Barb. Ch. 381, sect. 71. The court has full power to appoint a new trustee in place of one resigned or removed ; and. where there is no acting trustee from such cause, the court may appoint or cause the trust to be executed by one of its officers under its direction. Sect. 72. These three last sections apply only to express trusts. Independently of these statutory provisions, the/ court has no power upon a mere petition to discharge a trustee, or to accept his resignation, and appoint another in his place, without the con- sent of all persons who are, or on a future contingency may be interested in the exe- cution of the trust. The usual course of proceeding is by bill. Matter of Van Wyck, 1 Barb. Ch. 565. 288 THE SUBSTITUTION OF TRUSTEES. suffer any fresh appointment of trustees to be made except under its sanction and control.(c) (c) Millard v. Eyre, 2 Ves. Jun. 94 ; Webb v. Ld. Shaftesbury, 7 Ves. 480 ; — i. T . Roberts, 1 J. & W. 251 ; Att.-Gen. v. Clack, 1 Beav. 467. To these powers of appointment and removal under the Revised Statutes the Su- preme Court has now succeeded, under the new code. Vander Volgen v. Yates, 3 Barb. Ch. 242. Massachusetts. — By the Revised Statutes of 1836, p. ii, tit. iv, ch. 69, % 1, testamen- tary trustees are obliged to give bond before judge of probate (sect. 2), unless testator otherwise directs, or parties consent ; and (sect. 4), if they neglect to give bond when required, they are to be deemed to have declined the trust. See Dorr v. Wainright, 13 Pick. 328. Every such trustee (sect. 5) may, upon his own request, be allowed to resign his trust, when it shall appear to judge of probate proper. Sect. 6. An executor or administrator of former trustee cannot be required to accept the trust against his will. Sect. 7. The judge of probate may, on notice to trustee and those interested, remove a trustee who has become iusane, or otherwise incapable of discharging his trust, or evidently unsuited therefor. Sect. 8. Where a trustee declines or resigns trust, or dies, if no provision be made for supplying the deficiency in the will, the judge of probate shall, after notice (4 Metcalf, 330), appoint a new trustee, to act alone, or jointly with the others, as the case may be. See 3 Mete. 332 ; 12 Pick. 445. Every new trustee has and may exercise the same power, rights, and duties, whether as sole or joint trustee, as if originally appointed by testator ; trust estate vests in him as it would have done in old trustee ; and judge of probate may, moreover, order such con- veyances by former trustee or representative as may be proper or convenient. Sect. 9. Every new trustee is to give bond as before. The Supreme Court has power, however, under its general equity jurisdiction, to permit a trustee to resign on his own applica- tion, notwithstanding the R. S. Bowditch v. Banuelos, 1 Gray, 220. New Jersey. — By Rev. Stat. 1847, tit. vii, ch. 5, § 13. Where a trustee, appointed by last will or testament, other than executor, shall neglect or refuse to act, or die before completion of the trust, the Orphans' Court is authorized to appoint some suitable per- son or persons to execute the trust with security, who is or are to have and possess all the power of former trustee. Vermont. — By Rev. Statutes, 1839, tit. xii, ch. 55, § 1, &c, trustees appointed by will to give bond, unless it is otherwise directed, and (sect. 4), on refusal to do so, are to be regarded as declining. Sect. 5. Any trustee may decline or resign when the Pro- bate Court shall j udge proper to allow it. Sect. 6. When any trustee becomes insane, or otherwise incapable of discharging his trust, or obviously unsuitable, Probate Court may remove on notice. Sect. 7. Where trustee declines, or resigns his trust, or dies, or is removed before the object for which he was appointed is accomplished, and no adequate provision made by will to supply vacancy, Probate Court, after notice, may appoint new trustee to act alone or jointly. Judge of Probate may appoint in the place of testamentary trustee declining. Williams v. Cushing, 34 Maine, 370. SeGt 8. New trustee to have and exercise same powers, &c, as if originally appointed ; and trust estate vests, &c, in him, as it did, or would have done, in old trustee; and court may order such conveyances by old trustee or representatives as may be necessary and proper. Alabama. — By Act of 1829 (Clay's Dig. 588), Sect. 1. A trustee may be removed by the Circuit Court of the county where such trustee resides, or of the county where the estate shall be, on notice, to be directed by the court. Sect. 2. Trustee may resign on rendering full account of estate and management thereof, on notice, &c. Sect. 3. On resignation or removal, court may appoint another trustee. Sect. 4. Remedy is given against trustee wasting, or about to waste. Sect. 5. Trustees to render an account once a year, and on failure, may be removed. By Act of 1843 (Clay's Dig. 350), where BY THE COURT OF CHANCERY. 289 No person interested could be advised to rest satisfied with the appoint- ment of a new trustee under a power, unless the terms of the power clearly and distinctly authorize the appointment in the particular event which may have occurred; if there be the slightest doubt as to the validity, or the application of the power to the case in question, the trustee dies, the Register in Chancery may, on application of any person interested, and notice, appoint one or more trustees in place of the deceased trustee. This power, given by statute, does not affect the general powers of the Court of Chancery over the removal of trustees, &c. Drane v. Gunter, 19 Alab. 731. Maine ; New Hampshire. — The provisions of the Rev. Statutes of Maine, 1846, tit. v, ch. 70, sect. 28, \ 1 ; and Rev. Stat. N. H. 1842, tit. xix, ch. 168, are similar to those of Vermont, so far as regards the appointment or removal of testamentary trustees. An executor, who is also trustee, remains such till on neglect to give bond, he is declared by probate judge to have declined the trust. Groton v. Ruggles, 17 Maine, 137 ; Wil- liams v. Cushing, 34 Maine, 370. Virginia. — By Rev.-Code, 1849, p. 675, it is provided, that the personal representa- tive of a sole or surviving trustee shall execute the trust, or so much thereof as remained unexecuted at the death of such trustee, whether the subject be real or personal estate, unless the instrument creating the trust otherwise directs, or another trustee is ap- pointed for the purpose, by a Court of Chancery having jurisdiction. See Hughes v. Caldwell, 11 Leigh, 342. See other provisions as to " Fiduciaries" in general, page 546. Where the cestui que trusts of personalty are non-residents, the fund may be transferred on bill or petition to a trustee appointed by a court of record in the proper State, which, when done, will be a discharge pro tanto to the resident trustee. Page, 639, 40. South Carolina. — The Act of Anne, ch. 19, enabling infant trustees and mortgagees, to convey or assign, and giving power to the court to compel them so to do, as though of age, is in force (2 Coop. Stat. 547 ; Thompson v. Dulles, 5 Rich. Eq. 370) ; and by an Act passed in 1796 (5 Coop. Stat. 277), in every case of a trust estate where the person entitled to the use of any property or estate vested in trustees, being of age, or his guardian, if under age, is willing to have other trustees substituted in the room of those in whom the legal estate is vested, or to have any one or more trustees substituted in the room of any one or more of the first or former trustees, the Court of Equity is authorized to permit such one or more of the first or former trustees to surrender his or their trust (by petition or consent indorsed in the petition of another, 4 Strob. Eq. 80), and to appoint such one or more trustees in his or their room (if a foreigner, secu- rity to be given, 2 Strob. Eq. 88), as may appear proper and advisable ; and the trus- tees so appointed and substituted shall then be considered, to all intents and purposes, as vested completely and absolutely with all the estate, &c, and liable to all the condi- tions, &c, as the old trustees : provided, that a certificate of such appointment be in- dorsed on the original deed or will, and also recorded therewith. In McNish v. Gue- rard, 4 Strob. Eq. 66, it was decided under this act, that a conveyance from the original trustees to their successors was not necessary, the practice being to make the transfer by order of the court. But the substituted trustee, nevertheless, cannot sue in his own name at law on a judgment obtained by the old trustee. Davant v. Guerard, 1 Spear's Law, 242. See Ingersoll v. Cooper, 5 Blackford, 426. All parties interested must be made parties. Ex parte Tunno, 1 Bail. Eq. 395. The act does not apply to executors : Ex parte Galluchat, 1 Hill Eq. 148 ; who cannot be discharged from their office. Hai- good v. Wells, Id. 59. See further, Michigan, — Rev. Stat. 300, 301 ; Tennessee, — Act of 1831, Carr. & Nich. 693 ; Wooldridge v. Planters' Bank, 1 Sneed, 297 ; Ohio,— Rev. Stat. 1841, 1001 ; Wisconsin, — Rev. St. 1849, Ch. 57, the provisions of which are copied from the New York Act. 19 290 THE SUBSTITUTION OF TRUSTEES appointment, for the security of all parties, should be made only under the sanction of the court, (d) It seems that the circumstances and nature of the trust property — as ■where the administration of a charity is in question — will justify an ap- plication to the court for the appointment of new trustees, in the first instance, notwithstanding the existence of a power in the trust instru- ment to make such an appointment : and this, though no request may have been made to the existing trustees to exercise the power, and no charge of misconduct is made against them by thebill.(e) But in gene- ral it would be improper to burden the estate with the expenses of a suit, unless that course were rendered necessary by the refusal of the donees of the power to make the appointment, or by some misconduct on the part of the existing trustees ;(/) and although the court might grant the relief prayed, it would decree the plaintiffs to pay the costs of the suit.(^) * Where vacancies in the trust have been occasioned by the death *- J of any existing trustee,(A)(l) or by bis having gone abroad and released,(«) or by no person being able to be found, answering to the description of the trustee in the instrument creating the trust,(&) the court, acting on the principles above stated, will, on a proper application, appoint new trustees to supply those vacancies. And, in like manner, where the circumstances or conduct of any ex- isting trustee render it inexpedient for him to continue in the office, the court will adapt its relief to the exigencies of the case, and having first decreed the removal of the trustees, will then proceed to supply the vacancy by appointing another person to act in the trust, and by direct- ing the conveyance or transfer of the trust property to him. Thus this relief has been decreed, where the original trustee or trustees declined to act;(Z) or were desirous of being discharged \{m) or (d) See Millard v. Eyre, 2 Ves. Jun. 94. (e) Att.-Gen. v. Clack, 1 Beav. 470, 1. (/) Finlay v. Howard, 2 Dr. & "W. 490. [See In re Lloyd, 3 J. & Lat. 255.] (g) Finlay v. Howard, ubi supra. [Matters of Jones, 4 Sandf. Ch. 616.] (7t) Hibbard v. Lambe, Ambl. 309 ; Hewitt v. Hewitt, Ambl. 508 ; Att.-Gen. v. Clack, 1 Beav. 467; Drayson v. Pocock, 4 Sim. 283; Finlay v. Howard, 2 Dr. & W. 490; Devey v. Pace, Taml. 77. (i) Buchanan v. Hamilton, 5 Ves. 722. (k) Att.-Gen. v. Stephens, 3 M. & K. 347. (I) Miles v. Neave, 1 Cox, 159 ; v. Robarts, 1 J. & W. 251. [In re Russell's Trust, 1 Sim. N. S. 404, a trustee may, however, decline, except for the purpose of ap- pointing new trustees. Hadley's Trust, 5 De G. & S. 67.] (m) Howard v. Rhodes, 1 Keen. 581 ; Coventry v. Coventry, Id. 758; Hamilton v. Fry, 2 Moll. 458; Greenwood v.Wakeford, 1 Beav. 576. [See Matter of Jones, 4 Sandf. Ch. 615.] (1) But where there were twelve trustees of a charity, and two of them died, the court held that there was no sufficient reason for an application for the appointment of two new trustees in their place, at the expense of the charity. Re Marlborough School, 13 Law Journ. N. S. Chan. 2, 7 Jur. 1047. And in a very recent case before Lord Lynd- hurst, his Lordship expressed an opinion to the same effect. Re Faveisham Charities, L. C. 15 November, 1844, MS. BY THE COURT OF CHANCERY. 291 had absconded ;(«) or were incapable of acting through age and in- firmity ;(o) or could not discharge the trust through disagreement amongst themselves ;{p) or had been guilty of breaches of trust ;{q) or become bankrupt.^) 1 And in like manner, it has been considered a sufficient reason for changing a trustee, where a corporation, which was originally appointed to act as trustee, had become subject to a foreign power ;(s) or where a female trustee had married a foreigner, although by her answer she (n) Millard v. Eyre, 2 Ves. Jun. 94. (o) Bennett v. Honeywood, Ambl. 710. (p) Bagot v. Bagot, 10 Law Journ. N. S. Chane. 116 ; see TJvedale v. Patrick, 2 Ch. Cas. 20. (g) Mayor of Coventry v. Att.-Gen. 7 Bro. P. C. 235 ; Ex parte Greenhouse, 1 Mad. 92 ; Att.-Gen. v. Shore, 7 Sim. 290, 309, n. ; Att.-Gen. v. Drummond, 1 Dr. & W. 353 ; 3 Id. 162. (r) Bainbrigge v. Blair, 1 Beav. 495 ; Re Roche, 1 Conn. & Laws, 306 ; 2 Dr. & W. 287. [See Turner v. Maule, 15 Jur. 761, under a power, and ante, 179, note. (*) Att.-Gen. v. Mayor of London, 3 Bro. C. C. 171. * 1 It has been decided in the United States that courts of equity In general have power to appoint new trustees where the original trustees refuse, decline, or neglect to act : King v. Donnelly, 5 Paige, 46 ; De Peyster v. Clendining, 8 Paige, 295 ; Matter' of Mechanics' Bank, 2 Barb. S. C. 446 ; McCosker v. Brady, 1 Barb. Ch. 329 ; Potts' Peti- tion, 1 Ashm. 340; Lee v. Randolph, 2 Hen. & Munf. 12; Dawson v. Dawson, Rice's Eq. 243 ; Field v. Arrowsmith, 3 Hump. 442 ; or omit to enter security where the act --requires it: Johnson's Appeal, 9 Barr, 416; or die : State Bank v. Smith, 6 Alab. 75 ; Ex parte Conrad, 2 Ashm. 527; Pate v. McClure, 4 Rand. 164; Dunscombe v. Duns- combe, 2 Hen. & M. 11 ; or are incapable of acting : Suarez v. Pumpelly, 2 Sandf. Ch. 336 ; as by long-continued habits of intemperance : Bayles v. Staats, 1 Halst. Ch. 513 ; or by lunacy: Matter of "Wadsworth, 2 Barb. Ch. 381 ; see In re Smith, 17 Law Journ. Ch. 415 ; though great age by itself is not enough : Hosack v. Rogers, 6 Paige, 415 ; or having been guilty of breaches of trust : Parsons v. Winslow, 6 Mass. 169 ; Cooper y. Day, 1 Rich. Eq. 26 ; Gibbes v. Smith, 2 Id. 131 ; Thompson v. Thompson, 2 B. Monr. 161 ; see Matter of Mech. Bank, 2 Barb. S. C. 446 ; as in making improper in- vestments of the trust money: Gibbes v. Smith, 2 Rich. Eq. 131 ; Johnson's Appeal, 9 Barr, 416 ; or, in general, where they "show a disposition to violate the duties of their trust," so as to. endanger the trust property. Harper v. Straws, 14 B. Monr. 57. Con- structive fraud alone, however, as buying in the trust property at his own sale, is not enough. Webb v. Dietrich, 7 W. & S. 401. Mere disagreement between trustee and cestui que trust will not be sufficient. Clemens v. Caldwell, 7 B. Monr. 171. Where a cestui que trust was prohibited from coming into the State, the court, in a case in South Carolina, appointed inhabitants of the same State with him. Ex parte Tunno, 1 Bail. Eq. 395. But a trustee residing out of the jurisdiction will not be appointed, unless on security given. Ex parte Robert, 2 Strob. Eq. 86. It seems that it is only perma- nent absence, where there are other trustees, which will authorize the substitution of a trustee. Gale's Petition, R. M. Charlton, 109 ; and see Re Mais, 21 Law J. Chanc. 875. Where the trusts under a will vested in the executor are distinguishable from those attached to his office, the court may dismiss him as to the former, and not as to the latter. Craig v. Craig, 3 Barb. Ch. 76 ; Matter of Wadsworth, 2 Barb. Ch. 381. It has been recently held in Tennessee that where a trustee is incapable in consequence of infirm health to devote such attention to the trust as its importance demands, the court might, without divesting him of the legal title, appoint some suitable person to perform the active duties of trustee. Franklin v. Franklin, 2 Swan, 521. See also ante, 79, note. 292 THE SUBSTITUTION OF TRUSTEES denied any intention of quitting the kingdom, and stated her desire of continuing in the trust.(tf) And in the case of a charity, -where two of the original trustees were the holders for the time heing of offices which ■were changed annually, the inconvenience of so frequent a change was held a sufficient reason for appointing other trustees.(w) In one case, a trustee, though desirous of acting, was removed by the court, and a new one appointed, because his co-trustees declined to act with him.(a;) But a failure by a trustee in discharging the duties of his office from mis- taking or misunderstanding his duty, will not of itself be a sufficient r*1Q9T g roun d f° r ^removing him.(y) And the bona fide refusal of a L trustee to exercise a pure discretionary power for the benefit of the trust estate (as a power of varying securities) is also a wholly in- sufficient reason for a suit to have him discharged from the trust.(g) The fact of the original trustees having been appointed by an act of Tarliament instead of any private instrument, will not prevent the court from asserting and exercising its jurisdiction by appointing other trus- tees in their room, where circumstances render it necessary.(a) However, in addition to the general jurisdiction, inherent in the court for this purpose, acts of Parliament have been passed from time to time, by which the power of appointing new trustees in certain cases is ex- pressly given to the court, to be exercised (as we shall presently have occasion to consider) in a more concise and summary way. Thus the general Bankrupt Act (6 Geo. IV, c. 16, a. 79), provides, that if any bankrupt shall as trustee be seised or possessed of, or enti- tled to, either alone or jointly, any real or personal estate, or any interest secured thereon or arising out of the same, or shall have stand- ing in his name as trustee either alone or jointly any government or other stock in England, Scotland, or Ireland, it shall be lawful for the Lord Chancellor, on the petition of the persons entitled in possession to the receipt of the rents, &c, and on due notice to all other persons inte- rested, to order the assignees and all persons, whose act or consent thereto is necessary, to convey, assign, or transfer the said estate, interest, stock, &c, to such person or persons, as the Lord Chancellor shall think fit, upon the same trusts as the said estate, &c, was subject to before the bankruptcy, or such of them as shall then be subsisting and capable of taking effect, and also to receive and pay over the rents, &c, as the Lord Chancellor shall direct. And now by the Bankruptcy Court Act (1 & 2 Will. IV, c. 56, s. 2), this, as well as the other jurisdiction of the Lord Chancellor in matters (t) Lake v. De Lambert, 4 Ves. 592. (u) Ex parte Blackburne, U. & W". 297. (a;) Uvedale v. Patrick, 2 Ch. Ca. 20. (y) Att.-Gen. v. Coopers' Comp. 19 Ves. 192 ; Att.-Gen. v. Caius Coll. 2 Keen, 150. \ (z) Lee v. Young, 2 N. C. C. 532. (a) Buchanan v. Hamilton, 5 Ves. 722. [But see Callis v. Bidout, 7 Gr. & J. 1-] BY THE COURT OF CHANCERY. 293 of bankruptcy, is transferred to the Court of Review, subject to the right of appeal to the Lord Chancellor.(J) 1 The statute, 11 Geo. IV, & 1 Will. IV,. c. 60, was introduced by Sir E. Sugden, to obviate the inconvenience occasioned by the disabilities, &c, of trustees, for which the previous acts, passed with the same view,(c) had been found not to provide a sufficient remedy. That act provides, that where trustees are persons non compotes mentis ;(d) or infants ;(e) or out of the jurisdiction ;(/) or where it is unknown who is the survivor of several trustees ; or whether he be living or dead ; or who is his heir ;(g){l) or where any trustee, or heir or executor of any last surviving trustee, refuses or neglects to convey, assign, surrender, or transfer the *trust property, when required to do so as directed by the act ;(A) 2 it shall be lawful for the Lord Chancellor \on petition to direct a ^ -I conveyance, &c, to be made by the trustee himself, or by any person whom the court shall appoint in his place. 3 And then by the 22d sect., after reciting that cases may occur upon application by petition under the act for a conveyance or transfer, where the recent creation or decla- ration of tJie trust or other circumstances may render it safe and expe- dient for the Lord Chancellor, &c, to direct by an order upon such petition, a conveyance or transfer to be made to a new trustee or trus- tees, without compelling the parties seeking such an appointment to file a bill for that purpose, although there is no power in any deed or instru- ment creating or declaring the trusts of such land or stock to appoint (6) Archb. Bkrupt. Law, 9th ed. 248 ; see Williams v. Bird, 1 V. & B. 3. (e) 7 Ann. c. 19 ; 36 Geo. Ill, c. 90 ; 6 Geo. IV, c. 74. [Repealed and supplied by the " Trustee Act of 1850 ;" 13 & 14 Vict. c. 60 ; 14 Jur. part ii, p. 360.] (d) Sect. 3, 4, 5. [Trustee Act, 1850, g 3, 4, 5, 6.] (e) Sect. 6, 7. [Trustee Act, 1850, g 7, 8.] (/) Sect. 8, 9, 10. [Trustee Act, 1850, \ 9, 10, 11. Watts' Settlement, 9 Hare, 106 ; 15 Jur. 459. See Plyer's Trust, 15 Jur. 766 ; Re Mais, 21 Law J. Chanc. 875.] (g) Sect. 8, 9, 10. [Trustee Act, 1850, § 13, 14, 15, or there is a contingent right of unborn trustees, &c, \ 16.] (h) Sect. 8, 9. (1) By the recent act for the amendment of the Law of Escheat, 4 & 5 Will. IV, c. 23, s. 2, this provision is extended to cases where a trustee dies without an heir. [Trus- tee Act, 1850, ? 15.] 1 The Bankruptcy Consolidation Act of 12 & 13 Vict. c. 106, has now transferred the jurisdiction of the Court of Bankruptcy in the appointment of trustees to the Court of Chancery: see Ex parte Walker, 19 L. J. Bank. 37. 2 Trustee Act, 1850, g 17, &e. And see on construction of these sections, Rowley v. Adams, 14 Beav. 130; 15 Jur. 1002; In re Hodson's Settlement, 9 Hare, 118; Ex parte Russell, 1 Sim. N. S. 404 ; 15 Jur. 100 ; In re Hartnall's Will, 5 De G. & S. Ill ; Smyth's Settlement, 20 Law J. Chanc. 255. 3 In all these cases, by the "Trustee Act, 1850," it is provided that it shall be lawful for the Court of Chancery or the Lord Chancellor as guardian of lunatics, to make an order vesting the lands, &c, in such person or persons as the court, &c, shall direct, or in the acting trustees ; or to release the lands from any contingent right, &c. ; which order shall have the same effect in the respective cases, as a conveyance, assignment, or release by the old trustee. See 14 Jur. p. ii, p. 361, &c. 294 THE SUBSTITUTION OF TRUSTEES new trustees ; it is enacted, that in any suchjase it shall be lawful for the Lord Chancellor, &c, to appoint any person to be a new trustee, by an order to be made on a petition for a conveyance or transfer under the ac£, after hearing all such parties as the court shall think necessary : and thereupon a conveyance or transfer shall be executed so as to vest such land or stock in such new trustee either alone or jointly with any surviving or continuing trustee, as effectually and in the same manner, as if such new trustee had been appointed under a power in any instnir ment creating or declaring the trusts of such land or stock, or in a suit regularly instituted. It has been decided, that the jurisdiction conferred on the court by the 22d sect, of this act, applies only to the cases pointed out by the previous sections, viz., the disability or refusal of the existing trustees, or their being out of the jurisdiction, or their existence not being known, and then only in recent and plain cases ; and that in all other cases a bill must be regularly filed for the appointment of trustees under the general jurisdiction of the court.(i) In cases of charity, we shall presently see, that a similar general summary jurisdiction is conferred on the court by 62 Geo. Ill, c. 101 (Sir Samuel Romilly's Act). And in consequence of the great expense to charities, where all the trustees were dead, in making out the title of the heir to the surviving trustee, the Act 1 Will. IV, c. 60, s. 23, also provided, that where all the trustees of any estate for any charity or charitable or public purpose should be dead, the court might on a petition in a summary way require by advertisement the representative of the last surviving trustee to appear or give notice of his title within twenty- eight days, and prove his pedigree or other title as trustee, and in de- fault the court is authorized to appoint new trustees, and to order a con- veyance to be made to them of the trust property without the necessity of any decree, (k) And this enactment has since been embodied and extended by subsequent statutes. (I) 1 (i) Re Nieholls, Ca. Temp. Sugd. 17; Re Fitzgerald, Id. 20 ; Re Pennefather, 2 Dr. & W. 292 ; Re Hartford, lb. ; Hart v. Ld. Ffrench, lb. ; Re Whitley, Id. 23 ; Ex parte Boyne, Ca. Temp. Plunk. 134; Re Earl of Mayo, Id. 124; Re Fairsewell, 2 Jux. 987; Re Clark, 1 Jur. 737 ; Re Anderson, Ca. Temp. Sugd. 27. (k) 2 Sugd. Pow. 533, 4. (I) 2 & 3 Will. IV, c. 57, s. 3, 4; 5 & 6 Will. IV, c. 71, s. 18, 20. [See in ReBelke's Charity, 13 Jur. 317 ; and " Trustee Act, 1850," s. 45.] 1 Now by the Trustee Act of 1850 (13 & 14 Vict. e. 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 instrument : Matter of Davies, 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 Tunstall, 15 Jur. 645) any existing (which includes disclaiming, Tyler's Trust, 5 De Gr. & S. 56) trustee or trustees, who (sect. 33) shall have the same BY THE COURT OF CHANCERY. 295 Where no trustees of a charity had been appointed since 1634, the court on an application made in 1844, presumed the death of all the ^trustees, and directed a reference to the Master in the terms of ^.^ the 23d section of the above act.(m) "- -■ The death of two out of twelve original trustees of a charity is not a sufficient reason for an application to the court to appoint two new trustees at the expense of the charity.(w) But where the number of the original trustees is lessened by one-third, the court on petition will pro- ceed to the appointment of others.(o) II.— HOW THE COURT ACTS IN APPOINTING 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. 1 In some instances, however, as we have already seen, 'the court has been expressly em- powered 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, (p) Thus, in a recent case that occurred since the passing of the statute 6 (m) Re Nightingale's Charity, 3 Hare, 336. (») Ee Marlborough School, 13 Law Journ. N. S. Chano. 2 ; Re Faversham Charities, L. C. 15th Nov. 1844, MS. (o) Re Warwick Charities, cor. Ld. Lyndhurst, Ch. 22d Nov. 1844, MS. \p) See Ex parte Rees, 3 V. & B. 11; Miller v. Knight, 1 Keen, 129. 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 Re Davidson, 20 Law J. Chanc. 644), 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 appli- cation (sect. 31) for such order may be made by any person beneficially interested, though under disabilities, or by the old trustee. ( In order to the application, the parties may (sect. 38) go before a Master first and establish the fact (see Re Parmer, 16 Jur. 634) or (sect. 39) immediately to the Chancellor or Court. See Robinson's Trust, 15 Jur. 187. Sect. 40. Costs to come out of the estate in general. (See In re Eulham, 15 Jur. 69.) ' See Ex parte Knust, 1 Bailey's Eq. 489 ; Ex parte Hussey, 2 Whart. 330 ; Matter of Van Wyck, 1 Barb. Ch. 565. But in Georgia new trustees may be appointed by petition, where all parties are represented and consenting, and no fact is in dispute. Mitchell v. Pitner, 15 Geo. 319. 296 THE SUBSTITUTION OF TRUSTEES 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 beiDg taken in the case of a charity (whose interests the court is bound of itself to protect), the addi- tional expense incurred by the proceeding by suit would probably be visited on the parties by whose conduct it was unnecessarily occasioned. We shall presently Wave occasion to consider the cases in which a suit will be necessary notwithstanding those statutes.(f) A bill for the appointment of new trustees may be filed, either by the party beneficially interested in the trust estate against the existing *trustees, and this is the more usual course ;(«) or, if eircum- L J stances require it, by the existing or continuing trustees, against their cestui que trust ;{x) or again, one or more of several trustees may join as co-plaintiffs 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 ad- visable to proceed by petition under either Sir Samuel Romilly's(z) or Sir Edward Sugden's(a) Acts, the proceeding will be by information filed by the Attorney-General on behalf of the charity ;{b) and relators, though usual in such a case, are not indispensable. (e) 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 ap- pointment, and the directions for the execution of the necessary convey- ance, should be prayed by the bill. However, the court has sometimes directed a reference to the Master (q) Bainbrigge v. Blair, 1 Beav. 495. (r) Attorney-General v. Clack, 1 Beav. 467. (i) See Pinlay v. Howard, 2 Dr. & W. 490. (u) Bennet v. Honeywood, Ambl. 708, 14; Millard v. Eyre, 2 Ves. Jun. 94; Bu- chanan v. Hamilton, 5 Ves. 722 ; Earl of Portsmouth v. Fellows, 5 Mad. 450 ; Howard v. Rhodes, 1 Keen, 581 ; Bainbrigge v. Blair, 1 Beav. 495. (x) Coventry v. Coventry, 1 Keen, 758 ; Greenford v. Wakeford, 1 Beav. 576. (y) Lake v. De Lambert, 4 Ves. 592. (z) 52 Geo. Ill, c. 101. (a) 1 Will. IV, c. 60. (6) Att.-Gen. v. Mayor of London, 3 Bro. C. C. 171 ; Att.-Gen. v. Stephens, 3 M. & K. 347 ; Att.-Gen. v. Clack, 1 Beav. 467. (c) Re Bedford Charity, 2 Sw. 520 ; 1 Dan. Ch. Pr. 13. BY THE COURT OF CHANCERY. 297 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) 1 Where the object of a suit is to have a trustee removed for miscon- duct, 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 a 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 different object, a distinct bill need not be filed for the appointment of new trustees, but the court will entertain an application for that purpose 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 appoint any person who may be proposed as the new trustee ; but it will be re- ferred to the Master to approve of a proper person to be trustee ;{h)(l) *or if the appointment of any particular person may have been . _ asked, the reference will be to inquire whether the party pro- ■- -* (d) Attorney-General v. Stephens, 3 M. & K, 349, 52 ; see Wilson v.Witson, 2 Keen, 251. (e) Wardle v. Hargreaves, 11 Law Journ. N. S. Chanc. 126. [See In re Smith, 2 De G. & S. 781 ; Ex parte Tunno, 1 Bail. Eq. 395.] (/) Per Sir J. Leach, V. C. in Earl of Portsmouth v. Fellows, 5 Mad. 450. {g) v. Osborne, 6 Ves. 455 ; Webb v. E. of Shaftesbury, 7 Ves. 487 ; v. Roberts, U. & W. 251. (h) Luther v. Chamberlen, Seton's Deo. 249 ; Buchanan v. Hamilton, 5 Ves. 722 ; Millard v. Eyre, 2 Ves. Jun. 94 ; Att.-Gen. v. Stephens, 3 M. & K. 352 ; Howard v. Rhodes, 1 Keen, 581 ; Seton's Decrees, 249, 50. [Matter of Stuyvesant, 3 Edw. Ch. 299 ; but see now under Trustee Act of 1850, Robinson's Trust, 15 Jur. 187.] (1) Sometimes the reference will be to the Master at once to appoint theinew trustees. Att.-Gen. v. Arran, 1 J. & W. 229 ; Millard v. Eyre, 2 Ves. Jun. 94 ; Seton's Decrees, 250. 1 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. 26. 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 cesluis 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 party to a bill 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 it was made. Thomas v. Higham, 1 Bailey's Eq. 222. THE SUBSTITUTION OF TRUSTEES posed 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 appointment. (k) However, where all parties, being competent, consent to the appoint- ment 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) 1 - 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 office than the person approved of by the Master, the court will not enter into the question of the com- parative fitness of the parties.(m) ' The appointment of the new trustee by the court would not be com- plete without a conveyance or transfer of the trust property to him. The decree therefore usually goes on to direct a proper conveyance 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 representatives of the last survivor, or a trustee who by the same decree is removed from his office, (n) 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 conse- quential 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 sufficient reason for making the application, and does not act from obstinacy 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 be- tween 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^ 2 and if no such reason be given, he will not be allowed his costs of a suit, instituted by the cestui {i) O'Keeffe v. Calthorpe, 1 Atk. 18 ; v. Roberts, U. & W. 251. (h) Attorney-General v. Clack, 1 Beav. 474.? (Z) O'Keeffe v. Calthorpe, 1 Atk. 18. (m) Att.-Gen. v. Dayton, 2 S. & S. 528. (ra) O'Keeffe v. Calthorpe, 1 Atk. 18 ; Seton's Deer. 249, 50. (o) Coventry v. Coventry, 1 Keen, 758 ; see Taylor v. Glanville, 3 Mad. 176 ; Curteis v. Chandler, 6 Mad. 123 ; Greenford v. Wakeford, 1 Beav. 581. {p) 3 Dan. Ch. Pr. 77. 1 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. 8 See Cruger v. Halliday, 11 Paige, 314 ; Re Molony, 2 J. & Lat. 391. BY THE COURT OP CHANCERY. 299 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 ovin.(q) It has been laid down that in England a trustee will never be removed on a bill filed by 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.(r) 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 1 „ the case of Hamilton v. Fry.(»-) L J In the recent case of Greenford v. Wakeford,(s) the law on this sub- ject was thus laid down by Lord Langdale, M. R. : " If a trustee under- takes 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 continue 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 has, in consequence of that change of circumstances, 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 representative 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, (t) 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 con- templated, was held a sufficient 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;(w) 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 (q) Howard' v. Rhodes, 1 Keen, 581. [Courtenay v. Courtenay, 3 J. & Lat. 529 ; Matter of Jones, 4 Sandf. Ch. 416.] (r) Hamilton v. Fry, 2 Moll. 458. («) Greenford v. Wakeford, 1 Beav. 581, 2. (t) Greenford v. Wakeford, ubi supra. (u) Coventry v. Coventry, 1 Keen, 758. 300 THE SUBSTITUTION OF TRUSTEES 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 favor; but from his Lord- ship's observations it may be concluded, that the decree would have been the same had the bill been filed by the original trustee himself.(y) 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 i 1 There has been already occasion to observe, that by particular enact- ments of the legislature the court has been empowered in certain cases to dispense with the institution of a formal suit, and to exercise its jurisdiction of appointing new trustees in a more summary way upon petition. 3 I"*1 Q81 * Tnus > in tne case of trusts for charitable purposes, the statute L J 52 Geo. Ill, 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 pur- poses, it shall be lawful for any two or more persons 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 affidavits 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 ap- pointment 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 (x) Greenford v. Wakeford, 1 Beav. 576, 582. (y) 1 Beav. 582. \z) Att.-Gen. v. Clack, 1 Beav. 474 ; see Ex parte Greenhouse, 1 Mad. 92, 109 ; and see this subject further considered, post, Costs. (a) Ex parte Greenhouse, 1 Mad. 92, 109 ; Ex parte Seggears, 1 V. & B. 497. 1 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 re- moved on petition. Ex parte Knust, 1 Bail. Eq. 489 ; see note, ante, 190. 2 See the Act of 1850, stated ante, 193. BY THE COUTtT OF CHANCERY. 301 occasion considerable inconvenience to the charity (although from no personal default of theirs), the court will appoint 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 authorizes " any two or more persons" to present a petition, yet that must be under- stood to mean persons having an interest ; and therefore 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. (d) 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 de- liberation as to a regular information, (e) An order made upon a peti- tion, 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.Q?) We have already had occasion to remark that the act does not make it imperative on the parties to proceed by petition.(A) If, however, 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 consider which should pro- ceed.^') *The act does not authorize the court to decide on petition r*iQq-i any adverse claims affecting the charity, whether such claims arise between the trustees themselves, or the parties claiming a benefit.(&) And where a petition presented under the act, embraces in its prayer relief, which partly can and partly cannot be granted in that form of proceeding, the court will have great difficulty in separating the proper from the improper objects of the petition.(Z) It has been held also, that constructive trusts are not within the operation of this act.^) The substance and object of the provision, contained in the 23d sec- tion 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 subse- quent statute (2 & 3 Will. IV, c. 57, s. 3).(rj The object' of those (b) Ex parte Blackburne, 1 J. & W. 297. (c) Re Bedford Charity, 2 Swanst. 518. (d) Corporation of Ludlow v. Greenhouse, 1 Bl. N. S. 17, 91. (e) Ex parte Skinner, Re Lawford Charity, 2 Mer. 453, 6. (/) Attorney-General v. Green, 1J. & "W. 303. {g) Re Dovenby Hospital, 1 M. & Cr. 279. (h) Ex parte Rees, 3 V. & B. 11 ; and see ante, p. 194. (i) Attorney-General v. Green, 1 J. & W. 303. (k) Corporation of Ludlow v. Greenhouse, 1 Bligh. N. S. 17 ; Re West Retford, 10 Sim. 101, 8. (Z) Ex parte Skinner, 2 Mer. 457. > (q) Ex parte Brown, Coop. 295. (r) Vide supra, p. 193. (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. 302 THE SUBSTITUTION OF TRUSTEES 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 At- torney-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 convey- ance 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 presented 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. Ill, 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 petition must, there- fore, 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.(«) The petition may of course be presented by the At- torney-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 sec- tion expressly extended to trusts for charity or friendly societies. The bankruptcy of a trustee, as we have already seen, is another in- stance in which the court has been expressly authorized by the legisla- ture to appoint a new trustee in room of the bankrupt summarily upon petition ; and the substance of the seventy-ninth section of the General P2001 Bankrupt *Act (6 Geo. IV, c. 16), by which this power was given to the court, has been already stated.(«/) It has also been stated, that this power is now vested by the Bank- ruptcy Court Act (1 & 2 Will. IV, c. 56) in the Court of Review, sub- ject to the appellant jurisdiction of the Lord Chancellor.^) A new trustee will be appointed in the place of a trustee who had be- come bankrupt, though the latter had obtained his certificate.(a) The Court of Review has no jurisdiction to appoint new trustees of a fund (s) Re Powey's Charities, 4 Beav. 225. [t) 2 Swanst. 518. (u) Re Nightingale's Charity, 3 Hare, 336. {x) Be Fowey's Charities, 4 Beav. 225. (y) Preceding section, p. 192. (z) Ante, preceding section, 192. (a) Ex parte Smith, Re Dry, 3 Jur. 1129. BY THE COURT OF CHANCERY. 303 on the bankruptcy of the existing trustees, unless the persons beneficially interested are before the court. x Therefore, no new trustee can be ap- pointed ■where the cestui que trust is out of the jurisdiction. (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. IV, c. 23, s. 2. These are the disability of the existing trustees from lunacy or infancy ; their absence from the jurisdiction ; or refusal to convey or assign ; or where it is unknown who was the survivor of several trustees ; or where the sole or last surviving trustee 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 expressly em- powers the court to appoint new trustees on petition, has been held to apply only to these cases of disability, &c, in the existing trustees, which are provided for in the previous sections of the act.(e) Orders obtained under this section in other cases, said Sir B. Sugden, 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 appointment of new trustees by petition under this act, taking the several cases in which such an application is authorized, in their order as stated above. That is, 1st, The lunacy of the existing trustee ; 2d, His infancy ; and lastly, His being out of the jurisdiction, or unknown, 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 sections of the act. By the interpretation clause (sect. 2), it is declared that the provisions relating to a "lunatic" are to extend to any "idiot" or "person of un- sound mind," or incapable of managing his affairs. Where a petition is presented under the act on the lunacy of the ex- isting 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 inquire whether the person named in the petition was a lunatic trustee *- ^ within the act, although his jurisdiction ceased at that point.(/)(l) (6) Re Molineux, 8 Jur. 132. (c) Ante, preceding section. (d) In re Fitzgerald, Ca. Temp. Sugd. 22 ; Re Pennefather, 2 Dr. & W. 292 ; Harte v. Lord Ffrench, Ibid. (e) The jurisdiction of the court under this act to direct a conveyance by a trustee under disability is considered in a future chapter on that subject. (/) Anon, 5 Sim. 322. (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. • 304 THE SUBSTITUTION OF TRUSTEES 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 lunatic trustees must be made by the person intrusted with the jurisdiction over lunatics by the royal sign manual.( *that the trustees took no estate, was not considered satis- factory by the Lord Chancellor, who in consequence sent a second case for the opinion of the court, (t) 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 throughout; and will not be divested and revested again from time to time, as the dif- ferent trusts take effect. And this will be the case, although the trusts, which require the existence of the legal estate in the trustees (as for instance trusts for the separate use of feme coverts), are not limited to arise until the determination of previous interests, which would other- wise clearly carry with them the legal estate, (u) 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.^) 1 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.(?/) So if a gift were made to trustees and their heirs for the benefit 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 statute in B., unless the general intention of the donor required, that it should be vested in the trustees.^) (t) Trent, v. Harming, 10 Ves. 495 ; S. C. 1 B. & P. N. C. 116 ; 7 East, 95. (m) Hawkins v. Lusoombe, 2 Sw. 375, 391. [See post, 242, note.] (x) Doe d. Terry v. Collier, 11 East, 377; Eure v. Howard, Prec. Ch. 338, 345; Broughton v. Langley, 2 Salk. 679; Right v. Smith, 12 East, 454; Hummer- ston's case, Dyer, 166 a, n. (9) ; Bacon, Uses, 47 ; 1 Cruis. Dig. tit. 11, ch. 3, s. 33; Co. Litt. 290, b, Butl. note. [See Jackson v. Fish, 10 Johns. R. 456.] (y) Doe d. Terry v. Collier, 11 East, 377. [See Parks v. Parks, 9 Paige, 107.] (z) See Fearne's Op. 422 ; 1 Cruis. Dig. tit. 12, ch. 1, s. 25. 1 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., &c, vests the legal estate in the cestui que we. Ramsay v. Marsh, 2 MeCord, 252. See Moore v. Shurtz, 13 Penn. St. R. 98. OP THE LEGAL ESTATE IN TRUSTEES. 349 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 trustees 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 imperative ; 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 persons shall sell, or let, or mortgage, or otherwise dispose of his estate for payment of his debts, &c. ; or directs, *that his executors shall raise his debts out of his estate ; it has been decided, that no estate vests in the de-„ *- J visees, but simply a power of disposition. (b) 1 (a) Whetstone v. St. Bury, 2 P. Wms. 146 ; S. C. Prec. Ch. 591 ; Symson v. Turner, 1 Eq. Ca. Abr. 383, pi. 1 ; Hopkins v. Hopkins, 1 Atk. 581 ; Hawkins v. Luscombe, 3 Sw. 376, 388 ; 1 Jarm. Pow. Dev. 224 n.; Keene v. Deardon, 8 East, 248. (6) Reeve v. Att.-Gen. 2 Atk. 223 ; Fowler v. Jones, 1 Cha. Ca. 262 ; Yates v. Comp- ton, 2 P. Wms. 308 ; Bateman v. Bateman, 1 Atk. 421 ; Lancaster v. Thornton, 2 Burr. 1027 ; Hilton v. Keuworthy, 3 East, 553 ; Co. Litt. 113 & 290 b, n. IX ; 1 Pow. Dev. 233 ; 2 Sugd. Pow. 174, 6th edit. 1 It is the general rule in the United States, that a devise or direction that executors shall sell or charge for payment of debts, gives no estate in the land, but simply a power. Bk. U. S. v. Beverly, 1 How. U. S. 134 ; 16 Pet. 532 ; Burr v. Sim, 1 Whart. 266 ; Guyer v. Maynard, 6 Gill & Johns. 420 ; Shelton v. Homer, 5 Mete. 462 ; Bradshaw v. Ellis. 2 Dev. & Batt. Eq. 20 ; Hope v. Johnson, 2 Yerg. 123 ; Jameson v. Smith, 4 Bibb, 307 ; 4 Kent's Coram. 320. See Dabney v. Manning, 3 Ohio R. 321. But in Pennsylvania, by the act of 1834, § 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 conveyance, 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. Under this act it is held that the descent is broken, and the legal estate vests in the executor. Miller v. Meetch, 8 Penn. St. 417. See, as to New York, 4 Kent's Comm. 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 testator's estate, real or personal, with full power to execute deed or deeds effectual in law to pass a complete title," and it was held that they had not the legal estate. In Deering v. Adams, 37 Maine, 264, where a will pro- hibited for twenty years the vesting of the real estate in the heirs at law, who were the minor grandchildren of the testatrix, and gave to the executors the entire care and management of it during that period — required that from the income the grandchildren should be supported and educated, and the surplus income invested by the executors — that during the twenty years the estate should remain undivided, and that immediately afterwards it should vest in the grandchildren — prohibited any sale of it by the exe- cutors, but authorized them to lease it, and to exchange a specified part of it for other land, and to execute deeds therefor — required that upon the marriage of the female grandchildren, the executors should protect the portion of each one of them, from the control of their respective husbands — and provided that if within the twenty years the grandchildren should all die without issue, the estate should be appropriated for 350 OF THE LEGAL ESTATE IN TRUSTEES. It may be observed here, that the usual estate given to trustees in settlements to preserve contingent remainders is a vested estate.(c) II.— WHERE THE TRUST PROPERTY CONSISTS OF PERSONAL ESTATE. The refinements and complication attending conveyances or devises 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 trustees of such property. As a general rule, the legal interest in a chattel will pass by an assign- ment or bequest, to the donee in trust. 1 (c) Co. Litt. 265 a, n. 2 ; 337 b, a. 2. [Laurens v. Jenney, 1 Spears, 365.] relieving the poor of the vicinity, in such manner as the executors should prescribe — but contained no express words of grant or limitation to the executors ; it was held that the executors took the legal estate, and that they had a fee simple, defeasible at the end of the twenty years, or when the trusts should have been accomplished. On the other hand, in Jackson v. Schauber, 7 Cowen, 187, a testator gave by his will to his son S., twenty shillings "for his birthright, wherewith (in the words of the will) I do hereby utterly exclude, debar, and preclude him, my said son, from having or claiming any other or farther pretensions, claims, or demands whatsoever, as being my heir at law, or by any other pretexts, pretence, color, or show whatsoever." Then, after specific legacies he authorized and empowered, ordered, and directed, his executors to sell all his estate, real and personal, but without any direct devise to them, and then directed the moneys arising from such sale to be divided among his children, including S. It was held bythe Supreme Court, that the executors had not the legal estate, but only a naked power, for in order to exclude the heir, the estate must be devised expressly or by impli- cation to some other person, and in the particular case, the purposes of the trust being for sale, did not require the legal title. This case was reversed in the Court of Appeals on another ground (2 Wendell, 12), but the question involved in the point above stated, was much discussed. The Chancellor, in his opinion, strongly supported the doctrine of the Supreme Court ; but Senators Oliver and Stebbins came to a different conclu- sion, and considered that the plainly expressed intention of the testator was to govern. The latter view seems to be approved by the court, in Deering v. Adams, ut supr. p. 274, though it was not necessary to the decision there ; for in that case the purposes of the trust, e. g. the control and management of the estate, the support, maintenance, and education of the cestui que trusts, the power to lease and exchange, to make settlements on marriage, and the trust on default, &c, for the relief of the poor, were clearly suffi- cient on the authorities to give the legal estate, independently of any provision exclud- ing the heirs. See this subject more fully considered, post, 471, &c. 1 In the case of personal estate, it not being within the Statute of Uses, the legal title remains in the trustee until the purposes of the trust are accomplished. Rice v. Burnett, 1 Spear's Eq. 590 ; Schley v. Lyon, 6 Georgia, 530; Harley v. Platts, 6 Rich. L. 315. The equitable interest of a husband in personalty under a marriage settle- ment, therefore, cannot be taken in execution by his creditors. Eice v. Burnett, ut supr. ; Iorr v. Hodges, 1 Spear's Eq. 593. But where all the objects of the trust are at an end, the absolute estate is in the person entitled to the last use. Possession in such case is sufficient, without a formal conveyance. Bice v. Burnett, 1 Spear's Eq; 587 ; Dunkin Ch. See Bringhurst v. Cuthburt, 6 Binn. 398. But in order thus to terminate the trust, actual delivery by the trustee is necessary, and if the cestui que trust be an infant, and thus incapable of assent, even then the trust will not be executed. Harley v. Platts, ut supr. OF THE LEGAL ESTATE IN TRUSTEES. 351 There is an exception to this rule in the case of choses 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 consideration will be recognized and enforced in equity. (1) 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 benefit 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.(/) It has been already seen that, where the same person is appointed executor of a will as well as trustee, the probate of the will by him will be an acceptance of the trust. (g) It sometimes becomes material to ascertain the period at which the party has assumed the latter character, and divested himself of the former ; for the powers and liabilities of trustees and executors with regard to the administration of the estate are not in *all respects identical ;(A) and questions not unfrequently r*oq7-i 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 posses- sion in the character of executor or administrator ceases, and that in the character of trustee commences. Every case must depend upon its own (d) Co. Litt. 232 (b), n. 1 ; 1 Mad. Ch. Pr. 686, 3d edit. (e) 1 Mad. Ch. Pr. 686 ; 1 Wms. Exors. 547. [See the notes to Ryall v. Rewles, 2 Lead. Cas. Eq. p. ii, 201.] (/) 1 Wms. Exors. 526 ; 2 Id. 843. [Story's Eq. \ 591 ; but in Pennsylvania it is different : Holloback v. Van Buskink, 4 Dall. 147.] (ff) Ante, p. 214, and notes; 2 Wms. Exors. 1105; Mueklow v. Fuller, Jac. 198; Booth v. Booth, 1 Beav. 125. (h) See Bight v. Cathell, 5 East, 491 ; Denne v. Judge, 11 East, 288 ; 2 Wms. Exors. 620. [Myers v. Daviess, 10 B. Monroe, 396.] (t) See Ex parte Dover, 5 Sim. 500 ; Philippo v. Munnings, 2 M. & Cr. 309 ; Denne v. Judge, 11 East, 288. (1) The effect of a voluntary disposition or attempted disposition of a chose in action in trust, and how far such a trust can be enforced, has been considered in a previous chapter. 352 OF THE LEGAL ESTATE IN TRUSTEES. circumstances. (&) 1 In one case, a testator gave all his real and personal estate to two persons (whom he afterwards appointed executors) in trust to sell for the benefit of his children; and he gave his wife an annuity of 250?. for her life, and all the residue of his estate to his children abso- lutely ; 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 to January, 1834. The residue had been divided amongst the testator's children. In June, 1834, one of the trustees and executors died ; and the other having gone abroad, the widow and children presented 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 in- quiry as to the circumstances under which the stock was originally in- vested and then remained in the names of the two executors ; and upon the Master's report, finding that the surviving executor was a trustee (k) See 1 Wms. Exors. 405, 6 ; Byrchall v. Bradford, 6 Mad. 235. [De Peyster v. Cleudinning, 8 Paige, 310 ; Pyron v. Mood, 2 MoMull. 288 ; Ld. Brougham v. Ld. Wm. Paulett, 24 L. J. Gh. 237 ; 19 Beav. 119.] 1 A will contained the following clause: ''For the purpose of having my estate pro- perly 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 per- sonal, to her, in trust, with full power to sell, either at public or private sale, all or any part thereof, and the proeeeds 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, &e., 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. 7 Alab. 386. An executor is to be considered as holding a legacy in that character, unless it clearly appear from the will that the testator intended it to be held as trustee. State v. Nicols, 10 Gill & Johns, 27 ; Perkins v. Moore, 16 Alab. 9. Therefore, where a testator makes a pecuniary bequest, with a, direction that it shall " be kept and loaned out upon interest by my executors,'' until the happening of a certain event, and then to be divided among the legatees, the executors will be considered as holding the funds as executors, not as trustees. Perkins v. Moore, ut supr. If an executor be appointed also trustee, it must appear by some plain and unequivocal act that he intended to hold as trustee. Newcomb v. Williams, 9 Metcalf, 525 ; Perkins v. Moore, ut supr. And where bond is required by statute from a trustee, and it is not given in such case, it is conclusive. Newcomb v. Williams. In England, however, it is held that where. an executor assents to a specific legacy in trust, he thereupon becomes trustee. Dix v. Burford, 19 Beav. 409. OF THE LEGAL ESTATE IN TRUSTEES. 353 within the meaning of the act, his Honor subsequently made the order as prayed by the petition. {I) In another case a testator amongst other bequests gave the sum of 4001. to Buscall (whom he afterwards appointed executor) in trust to in- vest, 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 4:001. to answer the legacy in trust; and he died in the year 1799, having appointed the defendant Munnings his executor. The bill was filed in the year 1834 by the parties beneficially entitled to the 400Z. legacy against Munnings for the payment of that sum. The de- fendant by his answer admitted, that the sum of 4001. 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 plaintiffs, 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 fund. Suppose the fund had been given by L J the will to anybody else, as a trustee, and not to the executor, it would then be clearly the case of a breach of trust. What he would have done by paying it to a trustee, he has done by severing it from the testater'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 trustee."^) 1 This question can only arise respecting personal estate ; for when real estate is given to persons in trust by a will, and the same persons 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 executors.(n) (I) Ex parte Dover, 5 Sim. 500. (to) Phillippo v. Munnings, 2 M. & Cr. 309, 315. [See Ld. Brougham v. Ld. Powlett, 2-1 L. J. Ch. 237, 19 Beav. 119.] (») Denne v. Judge, 11 East, 288. 1 Where one is both executor and trustee, the presumption after twenty years is 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 aud 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 per- sons " 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. 23 354 OF THE EXTENT AND DURATION OF THE [*239] ^CHAPTER II. OP THE EXTENT AND DURATION OF THE ESTATE OP TRUSTEES. I. Where their Estate is crea- ance, or" surrender, will ted by "Will [239]. be presumed [253], II. Where their Estate is crea- V. Of the Application of the ted by Deed [248]. Statutes of Limitation be- III. Of the Merger of their tween Trustees and Cestui Estate [252]. que Trusts [263]. IV. In what Cases a Reconvey- 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 gene- ral 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 expressions 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) 1 Therefore the estate devised to trustees 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, notwithstanding the express limitation to them in fee.(6) a (a) 1 Jarm. Pow. Dev. 225, n. and case cited ; Co. Litt. 209 b, Butl. note VIII. (6) Lord Saye and Sele v. Jones, 1 Eq. Ca. Abr. 383; S. C. 3 Bro. P. C. 113; Doe d. Player v. Nicholls, 1 B. & Cr. 342; Chapman v. Blissett, Forr. 145; Shaplandv. Smith, 1 Bro. C. C. 75 ; Doe v. Hicks, 7 T. R. 433 ; Nash v. Coates, 3 B. & Aid. 839; "Warter v. Hutchinson, 5 Moore, 153, and 1 B. & Cr. 721 ; 1 Jarm. Pow. Dev. 225, n.; Co. Litt. 290 b, Butl. note; Heardson v. Williamson, 1 Keen, 33. 1 See Payne v. Sale, 2 Dev. & Batt. Eq. 460 ; Norton v. Norton, 2 Sandf. Sup. Ct. 297 ; Nicoll v. Walworth, 4 Denio, 385 ; Hawley v. James, 5 Paige, 318 ; Williman v. Holmes, 4 Rich. Eq. 475 ; Deering v. Adams, 37 Maine, 265 ; Ward v. Amory, 1 Curtis C. C. 427 ; Webster v. Cooper, 14 How. U. S. 499 ; Comby v. McMichael, 19 Alab. 751 ; Powell v. Glenn, 21 Id. 468; Mr. Greenleaf'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 cestui que trusts named, the trust does not result, but descends to their heirs. Gill v. Logan, 11 B. Monroe,i233. 2 In Watson v. Pearson, 2 Exch. 593, the rule is laid down by Baron Parke, in these words : " It is certainly true that where the purposes of the trust on which an estate is ESTATE OP TRUSTEES OF A WILL. 355 In the case of Lord Saye and Sele v. Jones, (c) lands were devised to trustees and their heirs in trust to pay several legacies and annuities, and then to pay the surplus rents into the proper hands of a, feme covert; 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 con- sulting with the Judges. *So, in Chapman v. Blissett,(d!) a testator devised all his realp^o^n-i and personal estate to three trustees, their heirs and assigns, 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 education of his son's children ; and he then gave one moiety of the estate to his son's chil- dren, and the other moiety to the children of his grandson. Lord Tal- bot said, the whole depended on the testator's intent as to the continu- ance of the estate devised to the trustees ; whether he intended the whole legal estate to continue in them, or whether only for a particular time or purpose. Where particular 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 per- (c) Lord Saye and Sele v. Jones, 1 Eq. Ca. Abr. 383 ; S. C. 3 Bro. P. C. 113. [This case was commented on and questioned in Ex parte Gadsden, 3 Richardson's Rep. App. 468.] And see Doe d. Allen v. Ironmonger, 3 East, 533 ; Robinson v. Grey, 9 East, 1, to the same effect. [Doe v. Claridge, 6 C. B. 641 ; Pearce v. McClenaghan, 5 Rich. L. 1Y8 ; Williman v. Holmes, 4 Rich. Eq. 475 ; Ware v. Richardson, 3 Maryl. R. 505 ; Barker v. Greenwood, 4 M. & W. 429 : Adams v. Adams, 6 Q. B. 866.] (cZ) Chapman v. Blissett, Forr. 145 ;' S. C. Cas~Temp. Talb. 145, 150. devised to trustees are such as not to require a fee in them, as for instance, where the trust is to pay annuities, or to pay over rents and profits to a party for life, there, if subject to the specified trusts, the estate is given over, the parties taking under such devise over have been held to take legal estates ; the estate given to the trustees (even when given with words of inheritance) having been in such cases taken to have been meant to be coextensive only with the trust to be performed. This rule of construc- tion 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 rule is, 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 respect of the estate vested in them." It was ac- cordingly decided, that where a fee was expressly given to trustees, and also a general power of sale, that the legal estate 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 raise annuities, and to mortgage for debts, &c. ; though in addition to the circumstances of Watson v. Pear- son, the ulterior limitations were, in terms, legal estates. See Brown v. Whiteway, 8 Hare, 156. 356 OF THE EXTENT AND DURATION OF THE son 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) However, as we shall presently see, great caution must be used in applying this rule of con- struction 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, notwithstanding the limitation of the fee to them.(g) And 7 the estate of the trustees has been so restricted although there have been express trusts for the payment of annuities, and debts, and lega- cies ;(h) or even a direction to them to convey to the cestui que trust on his attaining the required age.(i) The same construction, restricting the estate of the trustees to a chattel interest in such cases, will be adopted d fortiori, where there is no express limitation to them infee.(k) 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 re- stricted 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. There- fore, where estates in remainder were given to trustees subsequently to a limitation to them in fee, the court would consider that to be sufficient evidence of the testator's intention that the trustees should not take the r*9d.n * ent i re f ee > un der the first limitation,(m) for otherwise the subse- L J quent limitations would be merely nugatory. Indeed, a term of years, limited to the trustees 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 (e) Doe v. Hicks, 7 T. R. 433 ; Nash v. Coates, 3 B. & Aid. 839 ; [Webster v. Cooper, 14 How. U. S. 499; Beaumont v. Marq. of Salisbury, 19 Jurist, 458; 19 Beav. 198.] The counter decision in Boteler v. Allington, 1 Bro. C. C. 72, cannot now be considered of any authority ; see Lord Kenyon's remarks in Doe v. Hicks, 7 T. R. 437. (/) Vide post, 248, &c. (g) Goodtitle v. Whitby, 1 Burr. 228 ; Doe d. Wheedon v. Lea, 3 T. R. 41 ; Stanley v. Stanley, 16 Ves. 491 ; Warter v. Hutchinson, 1 B. & Or. 721 ; Doe d. Badder v. Har- ris, 2 Dowl. & Ry. 76 ; Doe d. Pratt v. Timins, 1 B. & Aid. 530 ; Doe d. Brune v. Mar- tin, 8 B. & Cr. 497. [Tucker v. Johnston, 16 Sim. 341.] (h) Warter v. Hutchinson, 1 B. & Cr. 721. (i) Stanley v. Stanley, 16 Ves. 491. (7c) Boraston's case, 3 Co. 19 ; Doe d. Player v. Nicholls, 1 B. & Cr. 336. (1) Glover v. Monckton, 3 Bingh. 13. ' (m) Doe v. Hicks, 7 T. R. 437 ; Nash v. Coates, 3 B. & Aid. 839 ; and see Warter v. Hutchinson, 5 Moore, 153 ; S. C. 1 B. & Cr. 721 ; this circumstance also occurred in Hawkins v. Luscombe, 2 Sw. 375. [See Doe v. Claridge, 6 C. B. 660.] (n) Curtis v. Price, 12 Ves. 89, 101. ESTATE OF TRUSTEES OF A WILL. 357 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 considered 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 notwithstanding 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 pre- serve contingent remainders, or for any other purpose confined to the duration of a, particular life.(o) And it has been decided, that this con- struction may prevail even in the case of a deed.(^) 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 limitations were expressly to the use of the persons taking the beneficial interest. {q) 1 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(r) — their estate would not be cut down into one pur autre vie, or any other partial interest, unless the smaller estate were clearly sufficient to carry out the purposes of the trust. Thus in Harton v. Harton there was a devise to trustees and their heirs, in trust to permit and suffer a feme covert 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 (o) Hawkins v. Luscombe, 2 Swanst. 375, 391. (p) Curtis v. Price, 12 Ves. 89 ; and see Venables v. Morris, 7 T. R. 342. (q) 1 Jarm. Pow. Dev. 225, n. (r) See Venables v. Morris, 7 T. B. 342, 438. 1 In El 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 to the trustee be general, without words 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 circum- stances 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 share and share alike, to them, their heirs and assigns forever, 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. 358 OP THE EXTENT AND DURATION OF THE daughters in tail ; with similar devises in remainder (but without repeat- ing the limitation to the trustees) in trust for other femes coverts and to the use of their respective children, and with an ultimate devise to the testator's right heirs. It was held by the Court of K. B., that the tes- tator's object was to secure the beneficial enjoyment of the estate to the several femes coverts, 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 trusts not for married women, L -"so that those trusts could not subsist, unless *the legal estate was in the trustees from the beginning to the end ; and he adds, that the court also relied on the non-repetition of the legal estate.^) 1 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 pay- ment 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.(n) 2 Indeed, as we shall see presently, in such a case the trustees would take the fee by construction without any words of limitation, (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. Gr. in fee: it (s) Harton v. Harton, 7 T. B. 652 ; see Hawkins v. Luscombe, 2 Sw. 391 ; [and the remarks in 14 M. & W. 172.] (t) Hawkins v. Luscombe, 2 Sw. 391. (u) Bagsliaw v. Spencer, 1 Ves. 142 ; Keane v. Deardon, 8 Bast, 248 ; Doe d. Ca- dogan v. Ewart, 7 Ad. & E. 636, 648. (x) 1 Ves. 144; and vide post. (y) Doe d. Tomkins v. Willau, 2 B. & Aid. 84; Doe d. Keen v. Walbank, Id.*54. ' [See Doe v. Cafe, 7 Excheq. 675.] ' Harton v. ^Harton was recognized in Blagrave v. Blagrave, 4 Excheq. 570 ; and in a very similar case, Brown v. Whiteway, 8 Hare, 156, was followed by Vice-Chan- cellor 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 no); 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. ESTATE OP TRUSTEES OF A WILL. 359 has been held that the legal inheritance vested in the trustees, to enable them to make such a conveyance.^) And a direction, that the real pro- perty 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 equiva- lent to a direction to convey.(a) 1 2d. In the absence of any express words of limitation, sufficient to carry the legal inheritance, the estate of the trustees would be enlarged and extended into such an estate as the nature and purpose of the trust required. 3 Thus, where there was a devise of real estate to trustees simply (with- out adding any words of limitation) in trust to sell; it has been decided, that the trustees would take the fee by construction.(aa) And so where the trust was to sell the whole, or a sufficient part, the construction would be the same ; for, said Lord Hardwicke, as it is uncertain what they may sell, no purchaser would otherwise be safe. (b) And it seems that a trust to convey, (e) or lease at discretion,^) 3 would have the effect; for a less estate would not suffice for those purposes. (2) Garth v. Baldwin, 2 Ves. 646 ; Doe d. Shelley v. Bdlin, 4 Ad. & Ell. 582 ; Doe d. Booth v. Field, 2 B. & Ad. 564. (a) Doe d. Eees v. Williams, 2 M. & W. 749. (aa) Shaw v. Weigh, 1 Eq. Ca. Abr. 184; Gibson v. Lord Montfort, 1 Ves. 491 ; S. C. Ambl. 95. [See Chamberlain v. Thompson, 10 Conn. 244; Watson v. Pearson, 2 Exch. 594.] (6) Bagshaw v. Spencer, 1 Ves. 144. (c) Doe d. Booth v. Field, 2 B. & Ad. 556. \d) Doe d. Keen v. Walbank, 2 B. & Ad. 554. 1 But in Smith v. Thompson, 2 Swan, 386, on a limitation of personalty to, a trustee, " his heirs, executors," &c, in trust for the separate use of a married woman ; " and after her death the said negroes, with their increase, if any, to be equally divided among all her children," it was held that the trustee took only an estate for the life of the feme. In the subsequent case of Aiken v. Smith, 1 Sneed, 304, where the limitation was to a trustee and his executors, for the benefit of A. for life, " at her death to be conveyed to the children of A.," it was held that the estate of the trustee ceased with the purposes of the trust ; and that after the lapse of a number of years, a conveyance to the cestui que trusts, as of the death of the tenant for life would be presumed/ and'the doctrine of Smith v. Thompson was recognized. In these decisions, however, the court were ob- viously influenced by a desire to protect minors from the effect of the Statute of Limita- tions, which could only be effected by construing the limitation to the children as a vested legal remainder. But independently the rule, admitted in Smith v. Thompson, that personalty is not within the Statute of Uses, the authority of Doe v. Williams, and other cases cited in the text, is directly adverse to the conclusions thus arrived at. 2 Fisher v. Fields, 10 Johns. B. 505 ; Rackham. v. Siddall, 1 MacN. and Gordon, 607 ; 2 H. & Twells, 44 ; Blagrave v. Blagrave, 4 Exch. 569 ; Deering v. Adams, 37 Maine, 265 ; Webster v. Cooper, 14 How. U. S. 499. 3 See Brewster v. Striker, 2 Comstock, 19. But in Doe v. Cafe, 7 Excheq. 675, 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 is not 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 towards the main- tenance 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 360 OF THE EXTENT AND DURATION OF THE And where the devise is to the trustees, their executors, administra- tors, 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 was 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 L "^ 6 \ whether the trustees would take the inheritance, or a chattel in- terest for a term of years. 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 legacies, and afterwards to A. for life, with remainders over ; and it was resolved, that this was no freehold in the devisees, but only a term of years, "though it eould not be said for any certain number of years."(#) 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 legacies; 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 payment of debts.(A) In Hitchens v. Hitchens 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 profits of his real estate ; and when debts and legacies were paid, he devised 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 («) Gibson v. Lord Montfort, 1 Ves. 491, and Ambl. 95 ; 1 Jann. Pow. Dev. 226, n.; Heardson v. Williamson, 1 Keen, 33, 41. (/) 1 Ves. 491 : [Ex parte Gadsden, 3 Rich. R. 468] ; but see Doe d. White t. Simpson, 5 East, 162. (g) Cordall's case, Cro. El. 315 ; see Manning's ease, 8 Rep. 96. (h) Carter v. Barnadiston, 1 P. Wms. 506, 9. (i) Hitchens v. Hitchens, 2 Vern. 404. 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 daughters 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. See Deermg v. Adams, stated ante, p. 236, in note. ESTATE OF TRUSTEES OP A WILL. 361 to the use of A. in remainder after a devise to trustees for the payment 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. (k) However, in Gibson v. Lord Montfort, a testator gave all his free- hold, leasehold, and personal estate, to trustees, their executors, admi- nistrators, 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 take 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. (I) His Lordship seems to have attached considerable 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 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 payment of debts without any words of limitation. But Lord Hardwicke in his judgment observed, that the devise included both freeholds and leaseholds, and on that ground he restricted the operation of the term "executors" to the leaseholds, and *treated the devise of the freeholds as if it had r-^nAA-t been made to the trustees and their assigns without any terms of ^ -I limitation. (m) 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 empowered to limit or appoint all or any part of the estate to trustees, upon trust by 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 in fee ;{n) the same question was' then sent for the opi- nion of the Court of Common Pleas, and the Judges there held that the trustees took no legal estate. (0) But on the hearing of the cause before (k) Popham v. Bampfield, 1 Vern. 19 ; ante, p. 211, n. (1) (Z) Gibson v. Lord Montfort, 1 Ves. 485, 491 ; S. C. Ambl. 93, 5. (m) 1 Ves. 491, Ambl. 95. («) Wykham v. Wykham, 11 East, 458. (0) Wykham v. Wykham, 3 Taunt. 316. 362 OF THE EXTENT AND DURATION OF THE 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 therefore seems to follow, that if the devise had been directly to the trustees, 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 beyond the interest expressly given them by the terms of the limitation. (o/) 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 inte- rest, 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 the survivor, and the executors and administrators of the survivor, certain lands, together with the arrears of rent, and a bond and judg- ment 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 800Z. to certain persons, and after payment of the annuities, and 800Z. he devised the estate to a person for life with remainders over. There was a power for the trus- tees 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 sufficient for raising the 800Z., and not thefee.(s) In Gibson v. Lord Montfort, Lord Hardwicke recognized the validity of the objection, that the gift of real estate to trustees, their executors, &c, was descriptive of a chattel not passing the inheritance to them; l"*2451 k ut *" s *Lordship considered, that the objection had no weight, in the case before him by reason of the personal estate, which was included in the devise to the trustees.(i) However, it is to be re- marked, 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.{u) 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 (p) Wykham v. "Wykham, 18 Ves. 395, 416. (q) 1 Jarm. Pow. Dev. 231, n. (r) Heardson v. Williamson, 1 Keen, 33, 41. (s) Doe d. White v. Simpson, 5 East, 162. (<) Gibson v. Lord Montfort, 1 Ves. 491 ; S. C. Gibson v. Rogers, Ambl. 95. («) Doe d. White v. Simpson, 5 East, 172. ESTATE OF TRUSTEES OE A WILL. 363 ■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 mort- gage debts, until the whole should be fully paid off and discharged by the gradual receipt of the rents and profits ; and from and after the pay- ment 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 subsequent contingent remainders, and vest- ing the entire fee in himself. The efficacy of this deed depended upon ■whether the legal fee was or was not vested in the trustees of the will, for if it were, that estate would have supported the contingent re- mainders ; 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 off, the trust ceased, and the legal estate vested in the plaintiff, the testator's son. (a;) 1 It may be observed here, that a limitation of real estate to trustees, 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 (x) Heardson v. Williamson) 1 Keen, 33. (y) Gibson v. Lord Montfort, 1 Ves. 491 ; Heardson v. Williamson, 1 Keen, 33, 41. [See Ex parte Gadsden, 3 Rich. 468.] 1 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 messuage to E. and P., 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 them, his executors and administrators, in trust to permit and suffer his daughter C. to receive and take the rent thereof for her life, free from the control of her husband ; and after his daughter's decease, he devised the same mes- suage to E. and F., their executors and administrators, 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 legacies, the testator gave, devised, and bequeathed all the rest, residue, and remainder 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, control, or engagements of her present or any future husband, in manner afore- said;" 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. 364 OF THE EXTENT AND DURATION OF THE 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 legacies. (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 Hardwicke, in Gibson v. Lord Montfort, that a chattel interest in the trustees would suffice for that purpose, but for that purpose alone. (a) I~*24fi1 therefore, if there be a devise to trustees without any words of limitation, or d fortiori to trustees, their executors, adminis- trators, and assigns in trust, out of the rents and profits to pay debts or legacies; and if, from the amount or nature of the payments to be made, as well as the general scope of the trust, the payment 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 authori- ties, without exception, establish that the trustees will take only a term of years sufficient for raising the required moneys, and no estate of in- heritance 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 restricted to the perception of the annual income of the estate, but are at liberty to raise the required sum by sale of all or any part of the estate, then, according to Lord Hardwicke's decision in Gibson v. Lord Montfort, the legal in- heritance will necessarily be vested in the trustees ;(d) and this although the devise be to the trustees, their executors and administrator ■*.(«) If the case of Doe d. White v. Simpson cannot stand as an authority with that of Gibson v. Lord Montfort (and it is certainly difficult 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 construction which prevail in these cases ; for the tendency of the decisions is to confine and re- strict, 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. (z) Ackland v. Lutley, 9 Ad. & Ell. 879. (a) 1 Ves. 491. (6) Cordall's case, Cro. Eliz. 315 ; Wykham v. Wykham, 18 Ves. 416 ; Heardson v. Williamson, 1 Keen, 33. (c) Carter v. Bamadiston, 1 P. Wms. 589; Hitchens v. Hitchens, 2 Vern. 404; Co. Litt. 42 a. (d) Gibson v. Lord Montfort, 1 Ves. 485 ; S. C. Ambl. 93. (e) Heardson v. Williamson, 1 Keen, 41. ESTATE OE TRUSTEES OF A WILL. 365 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 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 trustee took a term of years sufficient for the purpose of raising the 800?., (a) 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(&) rendered it unnecessary to decide the point in that case. The difficulty, therefore, is one for which it is r*247T *very difficult to lay down any 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 limitation, in trust, to pay the rents and profits to a person or persons for 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;(£) 1 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, determi- nable upon the cestui que trust's obtaining that age, or dying before. (nf 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 attend- ing the raising and paying of debts, or any gross sum, would not there- fore arise. However, there appears to be some discrepancy in the authorities, as to whether the trustees in such a case would take a, freehold interest for the life of the annuitant, or a chattel interest for a term of years deter- (/) Cordall's case, Cro. El. 315. (g) 1 P. Wins. 509. {h) 2 Vera. 404. (i) 5 East, 162 ; and see Ackland v. Lutley, 9 Ad. & Ell. 879. (k) 1 Keen, 33. {I) Shaplaud v. Smith, 1 Bro. C. C. 7.5 ; Doe d. Cadogan v. Ewart, 7 Ad. & Ell. 636, 667. (m) Vide supra. (m) Doe d. Player v. Nieholls, 1 B. & Cr. 336 ; Doe d. Cadogan v. Ewart, 7 Ad. & Ell., 636, 667. [See Doe v. Davies, 1 Q. B. 430.] 1 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. 2 See Deering v. Adams, stated ante, p. 236, in note, where a fee determinable was held to be given under somewhat similar circumstances. 366 OF THE EXTENT AND DURATION OF THE minable on his death. In Doe d. White v. Simpson,(o) it was held that the trustees took a freehold estate ; but in Wykham 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.^) 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 altera- tion 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 "in trust for," which had been previously employed, would not have the effect 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. (q) 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 remainders, without any words of limitation, would give them an estate pur 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 inten- tions as to the disposition of the estate." For such a direction only means, that they should have such powers as are incident to their cha- racter of trustees to preserve contingent remainders. (r) r*2481 *And an estate to preserve contingent remainders would not in any case be so enlarged, if the effect of such a construction would be to contradict, or disappoint, other dispositions in the will.(a) 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, without any words of limitation, and will continue in them until devested by a legal transfer or assignment.(f) Such was the very unsatisfactory state of the law on this subject pre- viously to the recent Will Act (1 Vict. c. 26). The uncertainty and inconvenience of the existing doctrine called imperatively for the legis- lative 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 pre- sentation to a church) to a trustee or executor shall be construed to pass (o) 5 East, 162 ; and see Jenkins v. Jenkins, Willes, 650. [p] 18 Ves. 416. (q)-Doe d. Tomkyns v. Willan, 2 B. & Al. 84 ; Murthwaite v. Jenkinson, 2 B. & Cr. 357 ; see Sanford v. Irby, 3 B. & Al. 654; 1 Jarm. Pow. Dev. 230, n. (r) Thong v. Bedford, 1 Bro. C. C. 314; see Co. Litt. 290 b, Butl. note VIII- [See Webster v. Cooper, 14 How. U. S. 499 ; Beaumont v. Marq. Salisbury, 19 Jur. 458 ; 19 Beav. 198.] (*) Thong v. Bedford, 1 Bro. C. C. 315. (0 See Elton v. Shephard, 1 Bro. C. C. 531 ; 2 Jarm. Pow. Dev. 631. [But see Smith v. Thompson, and Aiken v. Smith, stated ante, 242, note.] ESTATE OP TRUSTEES OP A WILL. 367 the fee simple, or other the -whole estate or interest^of the testator, unless a definite terra of years or an estate of freehold shall be given him expressly by implication. And by the 31st section where real estate shall be devised to a trustee without any express 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 expressly 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 latitude in controlling and modifying the words, than is admitted in the con- struction of deeds ; consequently, the decisions in the former case must be very cautiously received as authorities in the latter.(w) 1 However, it has been decided that even in a deed a limitation to the (m) Co. Litt. 290, b, Butl. note VIII ; see Colmore v. Tyndal, 2 Y. & J. 605. [Dins- more v. Biggert, 9 Barr, 135; Comby v. McMichael, 19 Alab. 751 ; Smith v. Thomp- son, 2 Swan. 389. But see Chamberlain v. Thompson, 10 Conn. 244; Nicoll v. Wal- worth, 4 Denio, 385.] 1 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. A more liberal rule has been held, however, to apply in the "case of a trust of perso- nalty, in Smith v. Thompson, 2 Swan, 386. There, under a deed conveying certain negro slaves to a trustee, his heirs, executors, &c, " in trust for the separate use of a married woman," " and after her death' the said negroes, with their increase, if any, to be equally divided among all her children." It was held that the children had a vested legal remainder, and the trustee only an estate for the life of the mother. It was ad- mitted by the court that if the remainder had been expressly limited to the use of the children, a different construction would have been applied, inasmuch as chattel interests are not within the Statute of Uses. And in the subsequent case of Aiken v. Smith, 1 Sneed, 304, this doctrine is recognized. These decisions would seem to be open to criticism, however. See ante, p. 242, in note. Statutory trustees, as those of an insolvent corporation, take, of course, no greater or less estate, than the purposes of their trust require. Coulter v. Robertson, 24 Mississippi, 338. 368 OF THE EXTENT AND DURATION OP THE use of trustees y/id their heirs may be restricted to an estate fur 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 r*94Q1 conve y e d hy *the husband to Powell and 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 ; hut if she should marry, then to the use 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, $c., 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 Shelley'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 restriction.^) His Honor rested his decision in this case, partly on the circumstance 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 trustees to an estate for the life of the wife.(g) 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 therefore applies d fortiori to cases where the estate is limited simply to them and their heirs, without any declaration of the use, and where they conse- quently 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 covert for life, with (x) Curtis v. Price, 12 Ves. 89. [Approved and followed in Beaumont v. Marq. Salisbury,' 19 Jurist, 458 ; 19 Beav. 198.] (y) 1 T. R. 433. (z) Curtis v. Price, 12 Ves. 100, 1. ■ (a) Venables v. Morris, 1 T. R. 342 & 438. ESTATE OF TRUSTEES OP A DEED. 369 remainder to the use of two trustees and their heirs, in trust to support the contingent uses and estates thereinafter limited (but without con- fining 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 persons for such estates, &c, as the wife should appoint.(a) 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 ob- served by Lord Kenyon on another occasion, that if the wife, in exer- cising her *power of appointment, had introduced any con tin- gent remainders, they might all have been defeated if the uses !- -■ were not executed in the trustees. (b) 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 distinction ; and was alluded to as such by Sir William Grant in Curtis v. Price. (e) 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 decided, that an estate in fee simple, expressly limited by deed to trustees, can be cut down by mere implication into any less extensive interest. And that case might be regarded as rather a strong decision, even if it had arisen on a will; for there were some trusts relative 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 extrajudicial. 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 reluctance 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 (a) Venables v. Morris, 7 T. R. 342 & 438. (6) In Doe v. Hicks, 7 T. R. 437. (c) 12 Ves. 100. (e) Curtis v. Price, 12 Ves. 101. (/) 8 B. & Cr. 497. 24 370 OF THE EXTENT AND DURATION OF THE 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 deed the trustees would certainly be considered as taking the whole fee, though it might be other- wise in a will.(gf In Wykham v. Wykham,(^) 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 settlement, after some preceding limitations, an estate was limited to the use of M. for life, with remainder to the use of a trustee and his heirs, in trust to preserve contingent remainders ; remainders to M.'s first, and to her sons in tail male ; and then to C. for life, with remainder to the same trustee and his heirs, to preserve, without confining the estate of the r*9p;il trustees in' either case *to the lives of M. and 0. ; with remainder to C.'s first and other sons in tail male, with remainder over in fee. It will be seen that these limitations closely resembled those in the case of Doe v. Hicks,(t) 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 C.'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.{T) 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 js clear that the doctrine which it establishes will be confined strictly within the limits marked out by the circumstances of that case. There- fore 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. {g) Co. Litt. 290 b. Butl. ; note VIII. (h) 18 Ves. 395, stated in the preceding section. (i) 1 T. R. 433, stated preceding section. (I) Colmore v. Tyndall, 2 Y. & J. 605. [See the remarks on this case in Beaumont v. Marq. of Salisbury, 19 Jurist, 459 ; 19 Beav. 198.] 1 "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 covert, or to such person aa she or her trustee should appoint, and to make sale of the land as convenient, 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 feme. Dinsmore v. Biggert, 9 Barr, 133. ESTATE OF TRUSTEES OF A DEED. 371 As where a subsequent estate for life or years is given to the same trus- tees after the limitation to them in fee^m) 1 And a subsequent limitation in fee in the same deed to the same trus- tees, will not be considered so contradictory, as to confine the previous limitation to them in fee to an estate for life.(w) Nor will such 'a con- struction be adopted, because an estate in fee simple appointed to trus- tees by a deed made in execution of a power, is inconsistent 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 con- tained in a deed will not be cut down, merely because a fee in the trus- tees is not necessary for the purposes of the instrument. In Wykham v. Wykham, Lord Bldon, after remarking that the instrument purported to be a grant in fee, and was a deed, adds, " It purports 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, difficult to maintain, that if a man does more by using words, which have a legal effect, than is necessary to execute the purpose he professes to execute, 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."(j») And so, any circumstance which is merely corroborative of an inten- tion that the trustees should take an estate only 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.^) 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 construc- ts) Curtis v. Price, 12 Ves. 101 ; Wykham v. Wykham, 18 Ves. 422, 3 ; Colmore v. Tyndall, 2 Y. & J. 605. (n) Colmore v. Tyndall, 2 Y. & J. 605. (o) Wykham v. Wykham, 18 Ves. 423r {p) 18 Ves. 420 ; see 423. (q) Wykham v. Wykham, 18 Ves. 422. 1 In the recent case of Beaumont v. The Marquis of Salisbury, 19 Jurist, 458, 19 Beav. 198, before the Master of the Rolls, it appeared that real estate had been limited by deed to W. for life, with remainder to trustees and " their heirs'' (without saying " during the life of W.''), in trust to support contingent remainders ; remainder to the use of R., the wife of W., for life ; remainder, after the decease of the survivor of W. and R., to the same trustees for a term of 500 years, without impeachment of waste, in trust to raise portions, &e. ; with remainder to the use of J., the son, for life, with remainder to the same trustees and " their heirs during the life of J.," with divers re- mainders over. It was considered, that the limitation of the term for raising portions, coupled with the subsequent repetition of the estate to the trustees and their heirs, for the life of J., showed clearly that the intention was not to give a fee by the first limita- tion, and it was therefore held to be cut down to an estate pur autre vie. " It appears to me," said Sir John Romilly, in this case, " that the ease of Curtis v. Price is not touched by any subsequent authority that has been cited, nor am I aware of its authority having been questioned. Certainly Alexander, C. B., in the case of Colmore v. Tyn- dall, calls it a strong case, but he states special reasons why the Master of the Rolls arrived at that conclusion, which he seems to think, satisfactory." Id. p. 460. 372 tively enlarged into a fee (as in the case of a devise by will), in conse- quence 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) 1 (r) Villiers v. VilKers, 2 Atk. 72. 1 See Liptrot v. Holmes, 1 Kelley, Geo. 390, where on a trust for a feme covert, there were no words of limitation to heirs, it was held the trust ended with her life. It appears, however, to be now generally held in the United States, that on a convey- ance to a trustee without words of inheritance, a fee will be implied, whenever the pur- poses of the trust make it necessary, or cannot be properly accomplished without such a construction. Fisher v. Fields, 10 Johns, 505 ; Welch v. Allen, 21 Wend. 147 ; Stearns v. Palmer, 10 Mete. 32; Gould v. Lamb, 11 Id. 84; Cleveland v. Hallett, 6 Cush. 403 ; North v. Philbrook, 34 Maine, 537 ; Rutledge v. Smith, 1 Busbee Eq. 283; Neilson v. Lagow, 12 How. U. S. 110 ; Williams v. First Presbyt. Soc. 1 Ohio St. N. S. 498, semble. In this last case, the question arose on a deed to certain persons as "trus- tees of the Presbyterian Congregation, &c, and their successors forever," those trus- tees not being at the time incorporated, and the word " successors" therefore inopera- tive. It was contended, in a suit by the heirs of the original grantor to recover the land from the charity, that the trustees took only a life estate. The court said, after citing Fisher v. Fields, Stearns v. Palmer, and Gould v. Lamb, that on those authorities they would have no difficulty in holding that a fee passed by the deed, if it were not for the case of Miles v. Fisher, 10 Ohio, 1, where an opposite doctrine was held, the authority of which was, however, said to be doubtful. But the decision of the point was considered unnecessary, because it was ruled that the heirs of the grantor would, at any rate, hold the legal estate on trust for the charity, which would not be permitted to fail. In this case, the deed also contained a covenant of general war- ranty to the trustees their heirs and successors in the trust, and it was thought by the court that these words might operate to enlarge the habendum. But they did not think themselves called upon so to decide, for they held that as the covenant showed an obvious intention to convey a fee, the deed would be reformed in equity. Rutledge v. Smith, 1 Busbee Eq. 283 ; and the warranty being against the grantor and his heirs, 4c, it would operate as an estoppel at law, so that the heirs could claim nothing whatever. In Neilson v. Lagow, 12 How. U. S. 110 ; North v. Philbrook, 34 Maine, 537 ; and Rutledge v. Smith, 1 Busbee Eq. 283, it was held, that a power to sell and convey would operate to enlarge the estate of trustees by deed, without words of limitation, into a fee. So in Cleveland v. Hallett, 6 Cush. 406, there was a devise to S., his heirs and assigns, in trust for C, for purposes which required a fee ; S. declining to accept the trust, M. was appointed in place ; and afterwards a conveyance was made to M. " as he is trustee for C," (no reference being made to the will, however,) habendum, to the said M. in trust, as aforesaid, and assigns, to his and their use and behoof forever ; the word heirs being omitted. , It was held, that M. took a fee. In Welch v. Allen, ttt supr., it was held that a patent to A. in trust, gave a fee. The result of these decisions, though it may not be altogether reconcilable with strict technical principles, since it requires a court of law to look at equitable limitations in order to determine the extent of a legal estate, is beyond doubt more consistent with good sense, and the tendency of the jurisprudence of this country. As appears from the case of Williams v. Presbyt. Soc. above cited, moreover, the covenant of war- ranty, if to the trustees and their heirs, will, in many cases, obviate, for all practical purposes, the difficulty arising from the omission of the word " heirs" from the haben- dum. It is true, that such a covenant cannot operate to enlarge the estate limited (1 Preston's Shepp. Touchst. 182 ; Co. Litt. 385, 6), but it has been construed to be an estoppel or equitable rebutter, as against the grantor and his heirs, to prevent circuity OP MERGER OF THE ESTATE OF TRUSTEES. 373 There is certainly no authority for so enlarging a partial or particular *estate expressly limited to them by the deed, — as where the gift r*oc. Everard, ubi supr., but against the inclination of his own opinion, decreed specific performance and execution of the counterpart by the executors, observing that great care would be required in framing the lease so as to avoid fixing the executors with a personal liability to pay the rents, &c, especially on the reddendum ; that the covenants must be modified to meet this. The Vice-Chancellor remarked, also, that it was singu- lar, that though Sir E. Sugden was counsel in the case of Phillips v. Everard, it is not mentioned in his treatise on Vendors, nor cited on this point in any text-book ; but that he did not feel at liberty, whatever his own opinion might be, to overrule it. On the other hand, in Worley v. Prampton, 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, ESTATE OP TRUSTEES BY DEED. 415 lessee for quiet enjoyment ; the court decreed the instrument to be can- celled in toto, and would not suffer the personal 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 que trust *in a contract of sale, and personally agreed to exonerate [-#909-1 the estate sold from any incumbrances. There turned out to be considerable incumbrances, and it did not appear, whether the purchase- money would be sufficient to discharge them. The court refused to en- force 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 preju- dice 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 consideration, yet if he purchased (/) Atty.-Gen. v. Morgan, 2 Russ. 306. (g) Wedgewood v. Adams, 6 Beav. 600. (h) 1 Cruis. Dig. tit. 12, eh. 4, s. 16 ; ante, p. 172. 1 and for a further term of twenty-one years at the expiration of the second term. The copyholder died before execution of the lease, having devised the premises to a trus- tee. It was held by Sir J. Wigram, 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 renewal of the lease at the expiration of that term, and that he could only be required 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. S. P. Copper Mining Co. v. Beach, 13 Beav. 478. And so in Hodges v. Blagrave, 18 Beav. 404, it was held that under a covenant by a testator for perpetual renewal, trustees are not bound to enter into a covenant to renew, but the original cove- nant, together with the decision of the Court of the right of the lessee to a perpetual renewal, should be recited in the lease granted by the trustees, and the trustees should purport to demise in obedience thereto. See Page v. Brown, 3 Beav. 36. See 1 the remarks on these conflicting cases (except Hodges v. Blagrave), by a writer in the Jurist, of Dec. 22, 1855 (vol. 19, p. ii, 500), who conceives that the executor might be compelled to enter into covenants so framed as not to render him, or his heirs or exe- cutors, liable for arrears of rent, or breaches of covenant accrued or committed after he or they had assigned the term, beyond the value of the personal estate of the testa- tor in his hands not applicable to other debts having priority, &c, thus placing- him in substantially the same position as if the testator had himself entered into the covenant. See further, the cases on this subject, collected and discussed in Mr. Rawle's valuable treatise on Covenants for Title, page 419. In a recent case in the House of Lords, a purchaser of property held, under renewable leases, under circumstances which were considered to affect him with constructive notice of the title of another, and thus to render him a constructive trustee, was held entitled to be indemnified against the covenants in the leases. Mill v. Hill, 3 House Lds. Cas. 828. 416 OF THE DISPOSITION OF THE with notice of the trust, his conscience will be affected with the same equity as the trustee, from whom he pivchased.(i) , But if the trustee convey the legal estate to a purchaser for valuable consideration without notice of the trust, the title of the purchaser will he good both at law and in equity ; for he has equal 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.(&) This, however, is a subject which will be reserved more conveniently for future consideration. (I) 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 per- formance of the engagement, if it amount to a breach of trust, or be made by mistake, or for inadequate consideration ; nor will any differ- ence be made in this respect in favor of a bona fide purchaser.(m) It has already been seen, that an unauthorized disposition of the trust estate to another person will not exonerate the trustee from the respon- sibilities of the trust ;(n) but if the cestui que trust commence any pro- ceedings 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 persons beneficially entitled, their trus- tees 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 reinvest 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. rtnnon *II.— OF THE DISPOSITION OF THE ESTATE OF TRUSTEES BY [* 283 ] WILL. 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 (i) Mead v. Lord Orrery, 3 Atk. 238 ; Earle Brook v. Bulkely, 2 Ves. 498; Taylorv. Stibbert, 2 Ves. jun. 437 ; Adair v. Shaw, 1 Sch. & Lef. 262 ; Croften v. Ormsby, 2 Sch. & Lef. 583 ; ante, p. 164. {k) Millard's case, 2 Freem. 43 ; Finch v. Earl of Winchelsea, 1 P. Wms. 278, 9 ; 1 Cruis. Dig. Tit. 12, ch. 4, s. 12. {1) Post, Pt. Ill, Div. I, Ch. Ill, p. 510. (m) Bridger v. Reid, 1 J. & W. 74 ; Ord v. Noel, 5 Mad. 438 ; Wood v. Richardson, 4 Beav. 174; Adams v. Broke, 1 N. C. C. 617 ; Thompson v. Blackstone, 6 Beav.470; Et vide post, p. 509, and p. 477. (ra) Ante, p. 175 ; [Drane v. Gunter, 19 Alab. 731.] (o) Burt v. Dennett, 2 Bro. C. C. 225. ESTATE OF TRUSTEES BY DEED. 417 rules and restrictions imposed by the law upon testamentary dispositions of real or personal estate. It i3 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 which the devised lands are subjected. (jp)(l) x (p) Lord Braybroke v. Inskip, 8 Ves. 417, 432; 2 Jarm. Pow. Dev. 146 to 157 ; 6 Cruis. Dig. tit. 38, ch. 10, s. 140, 2; Co. Litt. 205, a. n. 1 (6th) ; Lindsell v. Thacker, 12 Sim. 178 ; Doe d. Eeade v. Beade, 8 T. E. 118 ; Hawkins v. Obeen, 2 Ves. 559 ; Ex parte Shaw, 8 Sim. 159. (1) Prom the observations of the Vice-Chancellor of England in the case of Cooke v. Crawford, 13 Sim. 91, which has been very recently reported, the general 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 cases to make that devise, and it might be considered an improper neglect in him to suffer the estate to descend to an infant heir, and thus to occasion embarrassment and expense to the cestui que trust in dealing with the property. See Midland Counties Bail way Company v. Westeombe, 11 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 although 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 substantial distinction between a delegation of the trust by act inter vivos and by a devise. It has been already ob- served, in cemmenting 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 argu- ment ; but until the power of a trustee to devise the trust has been actually 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 improper, 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 limitation to the surviving trus- tee and his heirs, omitting the word assigns, and it was held not to authonize 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 express a marked disapprobation of the doctrine of the foregoing cases, and indicated very clearly the inconveniences which 1 Jackson v. De Lancy, 13 John. B. 537 ; Heath v. Knapp, 4 Barr, 228 ; Hughes v. Caldwell, 11 Leigh, 342 ; Ballard v. Carter, 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, even 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 sufficient to prevent the trust estate pass- ing ; Heath v. Knapp, ut supra. In Pennsylvania, a mortgage will pass by a bequest of " personal estate." Asay v. Hoover, 5 Barr, 35. i 27 418 OP THE DISPOSITION OF THE Thus, in an early case it was laid down, that if a man had but a trust of lands in D., it would pass by a devise of all his lands in D.(q) And (q) Sir Thomas Lyttleton's case, 2 Ventr. 351. would ensue ou its adoption. He was also clearly of opinion that there was no breach of trust in not permitting the trust estate to descend. In Mortimer v. Ireland, 6 Hare, 196, a testator 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 wish, that A. would execute the trust with fidelity. There was no power of appointment 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 on 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. Ocklestou 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; and in Macdonald v. Walker, 14 Beav. 556 ; the same point arose, as to the effect of a devise by the survivor of trustees, to whom and " the survivor, his heirs, executors, or administrators," a power of sale was given; and it was held, in each case, that the title derived on a sale bythe devisee, was too doubtful to force on a purchaser. In the latter case, however, the Master of the Rolls seems very distinctly to disagree to the ruling in Cooke v. Crawford. That case is also reviewed and strongly disapproved in 2 Jarm. on Wills, 716. See also 1 Greenl. Cruise, 376, note; and the observations of Wood, V. Ch., in Lane v. Debenham, 17 Jurist, 1005. On the whole, it may be doubted, perhaps, whether the case would be now followed as an authority in England. In a recent case in England, however, Re Burtt's estate, 1 Drewry, 319, before V. Ch. Kin- dersley, 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, ou 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., as executors of B., were capable of executing the trusts. .Where the word " assigns" is expressly added to the limitation to the trustee, there can be no doubt on the question, except as to trusts or powers purely discretionary, which of course would be gone, in any view. See Lane v. Debenham, 17 Jurist, 1005. In Saloway v. Strawbridge, 1 Kay & Johns. 371 ; 24 L. J. Ch. 393 ; aff'd, 19 Jurist, 1194, a mortgage contained a power of sale to be exercised on default, &c, by the mortgagee, his heirs, executors, administrators, and assigns. The mortgagee assigned the debt, and conveyed the estate to an assignee who died. The heir of the assignee then conveyed the estate to a trustee for the administrator. It was held, that the administrator and trustee together could make a good title under the power. In New York and Michigan, on the death of a trustee, the trust does not vest in his representatives, but Js 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.] ESTATE OF TRUSTEES BY DEED. 419 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 her heirs.(r) The subsequent case of Ex parte Sergison,(s) 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 personal, and of what nature or kind soever, or wheresoever, not thereinbefore specifically devised." However, from the circumstances of the case, this opinion was not there acted upon.(«) So far the cases have been in favor of the trust estate passing by a general devise, but in Strode v. Russell,(£) 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 1 when *the will was made, did not pass by a general devise of " all r#oQ4-| lands, tenements, and hereditaments."^) And in Casborne v. Scarfe,(w) the same doctrine was laid down by Lord Hardwicke.(w) 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. Vowles,(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. "(a) This opinion of Lord Thurlow not being required for the decision of the case was clearly extra-judicial ; but in Attorney-General v. Buller,(y) it was expressly decided by Lord Rosslyn, C, that a general 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 interest 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 inten- tion 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,(2) 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, Gr. 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 mortgagee in fee. (r) Marlow v. Smith, 2 P. Wins. 198. (s) Ex parte Sergison, 4 Ves. 147. (t) Strode v. Russell, 2 Vern. 625. (u) Casborne v. Scarfe, 1 Atk. 605. {x) Pickering v. Vowles, 1 Bro. C. C. 198. (y) 5 Ves. 339. (z) 6 Ves. 577. 420 OF THE DISPOSITION OF THE In this conflicting state of the authorities, the case of Lord Braybroke v. Inskip(a) arose, in which the doctrine, as stated at the beginning of this section, was finally established by Lord Bldon, 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, G. A., her heirs and assigns forever. 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 covert. 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 sub- sequent occasion, that Lord Rossyln himself had altered his opinion with respect to that case.(S) His Lordship also observed, with reference to his own previous decision in Ex parte Brettell, that, having been brought K on upon a petition, it had not perhaps been so attentively con- [*285] sidered as the importance of the point required ; although that decision was not intended to infringe upon the general rule as stated above, inasmuch as it proceeded upon the circumstance of there being sufficient 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 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 prevent his trust estates from passing.(cZ) But the operation of a general devise in passing trust estates may be controlled by the intention of the testator. If there be no indication of a contrary intention the words will be suffered to have their legal opera- tion, 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 dispose only of the estates to which he was beneficially entitled, the devise will not be suffered to have any more extensive operation. (e) Thus where the expressions of a gift, coupled with the relative situa- tion of the parties, show that the testator intended to give only what the (a) 8 Ves. 417. (6) Lord Braybroke v. Inskip, 8 Ves! 435, 7. (c) 8 Ves. 437. (d) Sir Thomas Lyttleton's case, 2 Ventr. 351 ; 2 Jarm. Pow. Dev. 147. (e) Lord Braybroke v. Inskip, 8 Ves. 436 ; Doe d. Reade v. Reade, 8 T. R. 118 ; Wall v. Bright, U. & W. 498 ; 2 Jarm. Pow. Dev. 146, et seq. ESTATE OF TRUSTEES BY DEED. 421 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 any- thing upon the expression, that it was given " to the use and behoof" of the party. (g) And in a very recent case it was held by Sir L. Shad- well, V. C, that a general gift by a testator, of all his property whatso- ever and wheresoever, to his wife, for her absolute use forever, passed an estate vested in the testator as a trustee. (A) On the same principle, where a general devise of real estate is for purposes applicable only to the testator's absolute property, and incon- sistent with the beneficial title of another person, it will be held not to operate upon mere trust estates. 1 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 residuary devise to the beneficial estate of the testator.(&) 3 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 property (/) Ex parte Brettell, 6 Ves. 577. (g) 8 Ves. 434, 5. (h) Lindsell v. Thacker, 12 Sim. 178. (i) Winn v. Lyttleton, 1 Vern. 4 ; Duke of Leeds v. Munday, 3 Ves. 348. [Rackham v. Siddall, 16 Sim. 297 ; 12 Jur. 640 ; 1 Macn. & G. 607.] (k) Duke of Leeds v. Munday, 3 Ves. 348 ; Doe d. Reade v. Reade, 8 T. R. 118 ; Silvester v. Jarman, 10 Price, 78. 1 But a general power of disposal given to the devisee will not alter the rule. Heath v. Knapp, 4 Barr, 228. * In an article in a recent number of the Jurist, for December 29th, 1855 (vol. 19, part ii, 509), the writer contends that this doctrine only applies where the charge appears, from the will itself, to be not less extensive than the devise, and that in all the cases in which this doctrine was asserted, except Re Horsfall, McCl. & Y. 292, the charge and the devise were shown to be co-extensive by being incorporated in one clause ; and Re Horsfall was thought, for reasons there given, not to be an adverse authority on the point, or, at any rate, not consistent with principle. It was therefore argued that where a testator, after directing, in the first place, that all his debts, funeral, and testamentary expenses should be paid, disposes of his personal estate, and then makes a general devise of his real estates, trust estates will pass. In the cases in the United States, in which trust estates have been held to pass under a general devise, cited ante, 283, in note, no notice appears to have been taken of the general charge of debts implied by, law in this country, as affecting the rule ; which, indeed, it could not well do. For the question is one of the intention of the testator only, — an express charge showing that in the general devise he considered himself to be dealing with his own property exclusively, — and not of the effect of the charge itself. 422 OF THE DISPOSITION OF THE *which was not vested in the testator for his own benefit.(Z) But L -I 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 has contracted to sell an estate, and died before the convey- ance was executed, having devised all his real and personal estate to trustees, in trust to sell, Sir Thomas Plumer, M. R., decided, that the devise passed the estate which had been contracted to be sold, on the ground that the beneficial interest was not so entirely out of the testator as to preclude the possibility of its becoming the subject of a sale by his trustees in any event, (m) 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 con- trary 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 probably be a question, whether a similar disposition would pass trust estates ; the argumentum ab inconvenienti is certainly strongly against suffering the number of trustees to be thus needlessly multiplied, 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. (t) It was held in a recent case by Lord Langdale, M. R., 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 remainders.(w) 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 trus- tee :{x) but according to the principle established by Rose v. Bartlett,(y) a similar devise would not have operated upon leaseholds for years, un- less there were no other estate for the devise to take effect upon ; or there (I) Ex parte Morgan, 10 Ves. 101 ; Ex parte Marshall, 9 Sim. 555 ; Wall v. Bright, 1 J. & W. 493. [Merritt v. Loan Co. 2 Edw. Ch. 547.] (to) Wall v. Bright, 1J. & W. 494. (n) Atty.-Gen. v. Vigor, 8 Ves. 373; Thompson v. Grant, 4 Mad. 438; Galliersv. Moss, 9 B. & Gr. 267 ; Ee Horsfall, 1 M'Clel. & Y. 292 ; but see Mather v. Thomas, 10 Bing. 44. (o) Cited 1 Atk. 605, Sand. n. (p) 2 Jarm. Pow. Dev. 153. (q) Ex parte Whiteaere, Rolls, July, 1807 ; 1 Sand. Us. 285 ; 2 Jarm. Pow. Dev 152. (?■) Vide supra, p. 181. (s) 1 Atk. 605. (i) 2 Jarm. Power. Dev. 153, »• (u) Greenwood v. Wakeford, 1 Beav. 576. (x) 2 Jarm. Pow. Dev. 122, 4 ; see Weigall v. Brome, 6 Sim. 99. (y) Cro. Car. 293 ESTATE OF TRUSTEES BY DEED. 423 were otherwise a clear intention on the part of the testator, that they should pass.(a) But the 26th sect, of that act provides for the point *in question with regard to wills made since 1st of January, 1838, r*oo7-i 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 free- hold estates of the testator, unless a contrary intention shall appear by the will. Where there is a general or residuary devise of bequest of leaseholds 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 inte- rest.^) 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 effectually as the testator himself. But powers vested personally in the original trustee, will not pass to his devisee, unless they be expressly limited to the trustee and his assigns by the instrument creating the trust. There- fore, where a discretionary power of disposition was given by will to two trustees, and the survivor of them, and the heirs, executors, and admi- nistrators 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 exer- cising the power.(^) The devisee of a trust estate may doubtless dissent from and disclaim 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) (z) 2 Jarm. Pow. Dev. 127, et seq. and sec. 154. The later cases on this point, are Hobson v. Blackburne, 1 M. & K. 511 ; Goodman v. Edwards, 2 M. & K. 759 ; "Weigall v. Broome, 6 Sim, 99 ; Arkell v. Fletcher, 10 Sim. 299. (a) 2 Jarm. Pow. Dev. 154. (6) Walter v. Maunde, 19 Ves. 424. (c) Cole v. Wade, 16 Ves. 27; see Bradford v. Belfield, 2 Sim. 264; 1 Sugd. Pow. 148, 6th ed.; Cooke v. Crawford, 11 Law Journ. N. S. Chanc. 406; 13 Sim. 91. [Hughes v. Caldwell, 11 Leigh, 342 ; but see ante, p. 283, in note.] (d) Bradford v. Belfield, 2 Sim. 264; Cooke v. Crawford, ubi supra. [See remarks in 2 Sugd. Powers, 466, 7th ed.] (e) 1 Jarm. Pow. Dev. 429 ; ante, Pt. I, Div. IV, Chap. II, Sect. 1. 424 OF THE DISPOSITION OF THE III.— OF THE DISPOSITION OF THE ESTATE OF TRUSTEES WHO ARE UNDER ANY LEGAL DISABILITY. At common law trustees who labor under any legal disability, can dis- pose 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 according to the provisions of that act.(/y 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 con- ■- J veyance 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. 2 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. Ill, c. 90, provided a similar remedy for the incapacity of trustees of stock. And these several statutes were finally repealed, 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,(5) or any duties to perform. (e) They extended only to mere dry trustees.(eZ) 3 (/) See Ex parte Maire, 3 Atk. 479 ; Radcliffe v. Bccles, 1 Keen, 130. (&) Hawkins v. Obeen, 2 Ves. 559 ; Ex parte Sergison, 4 Ves. 147. (c) Ex parte Tutin, 3 V. & B. 149 ; Ex parte Chasteney, Jac. 56 ; Ex parte Ander- son, 5 Ves. 243. (&) v. Handcock, 17 Ves. 384. 1 So her husband must join in the deed, as in other cases. Palmer v. Oakley, 2 Dougl. 433. See, however, Insurance Co. v. Bay, 4 Comst. 9. In Pennsylvania, the court will compel a, feme covert trustee by descent, conveying under decree, to acknow- ledge that she executed the deed voluntarily, in order to give validity to the convey- ance. 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 Corolina, 2 Coop. Stat. 546 ; Thompson v. Dulles, 5 Rich. Eq. 370, and was formerly so in New York. Livingston v. Livingston, 2 J. C. R. 541. 3 In Thompson v. Dulles, 5 Rich. Eq. 370, however, it was held, that it is not every interest that will put an infant trustee beyond the operation of the Statute of Anne. Therefore, where co-heirs had made an informal division of their ancestor's estate, and a plantation fell to the exclusive share of C, but no conveyances were made, and W\, one of the co-heirs, died leaving an infant child his sole heir, the latter was compelled to ESTATE OF TRUSTEES UNDER DISABILITY. 425 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) Although 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 has been determined by a decree.(^) 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 presently be con- sidered in detail, enables the court to direct a conveyance of trust pro- perty to be made by infant trustees, or by the committees of lunatic trustees, or (if the lunatic has not been so found by inquisition), by any person to be appointed by the Lord Chancellor for that purpose. Again, there are many cases 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,(z) 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 in place *of the actual trustee, in the same manner as in the case of an infant or lunatic trustee. — 1st, Where the existing trustee ■- J is out of the jurisdiction. — 2d, Where it is not known who was the sur- vivor of several trustees. — 3d, Where it is uncertain whether the trustee (e) Ex parte Lewis, 1 Ves. 298 ; Ex parte Gillam, 2 Ves. Jun. 587. But the act 1 Geo. IV, c. 114, extended that of 4 Geo. II, to lunatics, who were not so found by in- quisition. (/) Simms v. Naylor, 4 Ves. 360 ; West v. Ayles, T. & E. 330. (g) Goodwin v. Lister, 3 P. Wins. 387 ; Ex parte Currie, 1 J. & W. 642 ; King v. Turner, 2 Sim. 549 ; Ex parte Vernon, 2 P. Wms. 549 ; Dew v. Clarke, 4 Russ. 511 ; Re Moody, Taml. 4. (h) See Hawkins v. Obeen, 2 Ves. 559. (i) 36 Geo. Ill, c. 90 ; 6 Geo. IV, c. 74. convey. It was also held that a conveyance by an infant heir under the decree of the court was good, until the decree was reversed, and the conveyance avoided. In Butler v. Merchants Ins. Co. 14 Alab. 777, it was held that where a company on whose books a number of shares of stock stood in the name of an infant, permitted the guardian to transfer it to one who was in fact cestui que trust, the infant being a mere dry trustee, it would be supported against the infant, though done without authority, as it was merely what the court would have done on a bill of interpleader filed by the company. 426 OF THE DISPOSITION OF THE last known is alive or dead. — 4th, Where it is not known who is his heir (in the case of real estate) — and 5th, Where the existing trustee refuses to convey or transfer when duly required. — Lastly, The subsequent act 4 & 5 Will. IV, c. 23, extends the provisions of 1 Will. IV, c. 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 construction of those provisions. 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 provi- sions.^) The 3d, 4th, and 5th sections of the act provide for the lunacy of trustees, or mortgagees of land or stock, and empower the Lord Chan- cellor 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 Chancellor may think proper to appoint for that purpose. 1 By the interpretation clause contained in the 2d section, the provi- sions relating to a lunatic are declared to extend to any idiot or person of unsound mind or incapable of managing his affairs. And by the ex- press terms of the act, it applies to a trustee who is of unsound mind, although not actually found a lunatic on inquisition. (Z) But mere in- firmity or weakness of intellect will not be sufficient to bring a trustee within the act.(m) It was held on one occasion by the present Vice-Chancellor of Eng- land, that the Vice-Chancellor had jurisdiction to direct the preliminary reference to the Master to inquire, whether a lunatic trustee was a trustee within the act, although his jurisdiction ceased at that point.(m) How- ever, it was afterwards decided by the Lords Commissioners, that the V. C. had no power to make even that preliminary order, but that every order in the matter of a lunatic must proceed from the Lord Chancellor, or other person to whom the jurisdiction 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. (q) (k) Price v. Dewhurst, 8 Sim. 617. (1) See Re Welch, 3 M. & Cr. 292. (m) Ee Wakeford, 1 Jones & Lat. 2. (re) Anon. 5 Sim. 322. (o) Re Shorrocks, 1 M. & Cr. 31. (p) Re Prideux, 2 M. & Cr. 640. (q) Re Walker, Cr. & Ph. 147. 1 On a petition under these sections, the court never interferes in the administration of the trusts, but merely substitutes a trustee in place of the lunatic. In re Ward, 2 Mac. & G. 73. ESTATE OF TRUSTEES UNDER DISABILITY. 427 The 6th and 7th sections of the act provide for the infancy of trustees of land.(l) 1 The 6th section enables infant trustees to convey the land by *the direction of the Court of Chancery. 2 And the 7th sec- poQOl tion 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 existing law by taking out letters of administration durante minore ostate. 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 act.(£) 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 ; 3 and a decree direct- ing such a sale, and declaring that the infant should be a trustee 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. (u) 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.(a;) The infant heir of a trustee of a dry legal estate, from whom a con- veyance 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 sufficient grounds, he will be deprived of his costs.(y) (r) The Court of Great Sessions in Wales, and of the County Palatine of Chester, have since been abolished. (s) Ee Gathorne, 8 Sim. 342 ; see Prendergast v. Eyre, Ca. Temp. Sugd. 11 ; Ex parte Griffin, V. C. 13th April, 1837 ; Re Kent, 9 Sim. 501 ; S. C. Cook's Ch. Orders, 2d ed. 133; Ex parte Ommaney, 10 Sim. 298. [See the form of the order, in In re Halliday, 1 Drury, 3.] {t) Walters v. Jackson, 12 Sim. 278. (u) Calvert v,. Godfrey, 6 Beav. 97. (x) Prendergast v. Eyre, Ca. Temp. Sugd. 11. (y) Re Bradbourne, 12 Law Journ. N. S. Chanc. 353. (1) By the interpretation clause contained in the 2d section, the provisions relating to land are declared to extend to any manor, messuage, tenement, hereditament, or real property, of whatever tenure, and to property of every description transferable other- wise than in books kept by any company or society, or any share thereof or interest therein. 1 See on these sections, In re Barry, 2 Jones & Lat. 1 ; In re Halliday, 1 Drury, 3 ; Cullum v. Upton, 14 Jur. 187 ; 19 L. J. Ch. 276. 2 A conveyance by an infant trustee passes only such estate as the infant if of full age might pass ; Oldfield v. Cobbett, 8 Beavan, 292. 8 See, however, post, Trustees for Infants, p. 396, and notes. 428 OE THE DISPOSITION OP THE The 8th, 9th, and 10th sections of the act provide for the cases of trustees being out of jurisdiction, or not being known, or their refusal 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 uncertain (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 Jcnown 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 require it, in every such case it shall be lawful for the Court of Chancery to direct any person, whom the court may think proper to appoint for that purpose, to convey the land. The 9th section contains similar provisions respecting the 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, r*oqi"i n °t being *known, is omitted in the 9th section. The reason of L this omission being, that it is open to the parties to continue the legal representation in competent persons, by taking out administration to the old trustees. (z) The 10th section also contains similar provisions respecting trustees of stock,(V) with the same omission as the 9th section, and with the ex- ception, 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 omission 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, (a) or was out of the juris- (z) See Re Anderson, LI. & G. 27. (a) Re Goddard, 1 M. & K. 25 ; Re Stanley, 5 Sim. 320. (I) The interpretation clause declares, that the provisions respecting stock shall ex- tend 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. ESTATE OF TRUSTEES UNDER DISABILITY. 429 diction, (b) 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 act.(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 mortgagee 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. E,., in Ex parte Whitton,(e) that mortgagees and the heirs of mort- gagees were within the act of 1 Will. IV, as explained by the 2d section of 4 $■ 5 Will. IV, c. 23. And this decision 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 circumstances which are provided for by the 8th section of 1 Will. IV, c. 60, and the 2d sec- tion 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 be 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 r*oqo-| any other case than those provided 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 in- tended to repeal the previous acts, and, therefore, that the jurisdiction of the court still remains with regard to infant and lunatic 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 deprived the court of the jurisdiction in those cases. (g) 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 meaning of the act.(A) Where two or more persons are jointly seised of an estate as trustees, and one of them absconds, or cannot be found, the case does not come within the 8th section of the act, for the trustee who cannot be found, is (6) Re Dearden, 3 M. & K. 508. (c) Ex parte Payne, 6 Sim. 645. (d) Prendergast v. Eyre, Ca. Temp. Sugd. 11. (e) 1 Keen. 278; sed vide Green v. Holden, 1 Beav. 207. (/) Re Stanley, 7 Sim. 170 ; Re Wilson, 8 Sim. 393 ; Re Williams, 9 Sim. 426 ; Re Thompson, 12 Sim. 392. (g) Re Gathorne, 8 Sim. 392. (A) Hutchinson v. Stephens, 5 Sim. 498. 430 OF THE DISPOSITION OF THE 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.(a) 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 trus- tee after every exertion cannot be found, where the inability to discover him is the foundation of the application. (&) In order to found an application to the court to direct a conveyance 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 trustees, who have been duly appointed, either under a power, or by the decree of the court. {I) An order of the court to a trustee to transfer stock cannot be treated as the request of the person 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 purpose 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 bill have been once filed to obtain the conveyance 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 L -I within the 16th and 17th sections of the act, which will be pre- sently considered, — the court has no jurisdiction to direct a conveyance 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 application 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 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 subsequent petition to (i) Moore v. Vinter, 12 Sim. 161. (k) Moore v. Vinter, ubi supra; De Crespigny v. Kitson, 12 Sim. 163, cited. {!) See Eider v. Kidder, 13 Ves. 123 ; Mansfield v. Magnay, 2 Moll. 153; Robinson v. Wood, 5 Beav. 246 ; Ex parte Foley, 8 Sim. 395. (m) Madge v. Riley, 3 Y. & Coll. 425. {n) Burr v. Mason, 2 S. & St. 11. ESTATE OP TRUSTEES UNDER DISABILITY. 431 obtain the order for a conveyance is unnecessary, (o) although the prac- tice in that respect was formerly different. (jo) And so where the person to make the conyeyance or transfer in place of the trustee is pointed out by the 2>2d 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 jurisdiction, his co-executor was at once ordered to transfer the trust stock without any reference to the Master. (q) 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 com- mittee of a lunatic trustee. But where the person to make the conveyance or transfer in the place of the trustree 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 conveyance in the place of the trustee. (s) An order for a conveyance has been made on motion after a decree. But such a motion must be on notice ; or made with the consent of all parties, (t) 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 interest), 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 practice, which will presently be considered. (u) By the 11th section the court is also enabled to act upon petition in *the lunacy or matter. And that section directs, that the peti- r*9q4.-i tioner shall be the person or some or one of the persons bene- ficially entitled to the land, stock, or dividends, to be conveyed, trans- ferred, or received ; except where a conveyance to a new trustee is re- quired, when the petition may be presented by the new trustee, or any (o) Walton v. Merry, 6 Sim. 328 ; Miller v. Knight, 1 Keen, 129 ; Broom v. Broom, 3 M. & K. 433; Neve v. Bine, 1 Keen, 129, n.; Hanson v. Lake, 2 N. C. C. 328. (p) Pellowes v. Till, 5 Sim. 319 ; Prytharch v. Havard, 6 Sim. 9. (q) Parker v. Barney, 1 Beav. 492. (r) See Cockell v. Pugh, 6 Beav. 293, sec. 294; Re Law, 4 Beav. 509, 512. (*) See Fellowes v. Till, 5 Sim. 319 ; Beale v. Ridge, 4 Y. & C. 248, cited. (t) Callaghan v. Bgan, 1 Dr. & Walsh, 187. (u) Parker v. Barney, 1 Beav. 492 ; Robinson v. Wood, 5 Beav. 246 ; Cockell v. Pugh, 6 Beav. 293 ; King v. Leach, 2 Hare, 57 ; Walters v. Jackson, 12 Sim. 278. 432 OF THE DISPOSITION OF THE of the trustees, being duly appointed under a power, or by the Court of Chancery. (1) 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 jurisdiction. 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 peti- tion.^) 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 convert 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 purchase- money, are the proper parties to present this petition. In Robinson v. Wood,(e) the petition was presented by the purchaser, 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 plain- tiffs in a cause, who were equitable mortgagees of the estate, which had been decreed to be sold. His Honor said, that it was impossible th& defendant could be treated as a trustee for the purchaser within the act. (x) Eveline v. Foster, 8 Ves. 96 ; Baynes v. Baynes, 9 Ves. 462 ; Vide anon. 1 Y; & Coll. 75. (y) Re Law, 4 Beav. 509. (z) Re Fowler, 2 Russ. 449 ; and see 4 Beav. 510, 611. (a) Re King, 10 Sim. 605, 607. (6) Prendergast v. Eyre, Ca. Temp. Sugd. 11; Robinson v. Wood, 5 Beav. 246; King v. Leach, 2 Hare, 57 ; see Beale v. Ridge, 4 Y. & C. 248, cited ; et vide post. (c) 5 Beav. 246 ; et vide Calvert v. 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. ESTATE OF TRUSTEES UNDER DISABILITY. 433 The act provided, that it should not extend to the case of a vendor ex- cept *in the particular circumstances provided for,(d) and those r+oq^n circumstances did not occur in that case. However, his Honor added, that he thought the effect of the decree was, to make the defen- dant a trustee not for the purchaser, but for the plaintiffs in the cause, and that the defendant 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 Robinsoa v. Wood, was not brought to the notice of the court in this last case, but as the point in question was ex- pressly 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 neces- sary 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 affidavit. (/) And where a petition for the transfer of stock is presented on the refusal of the exe- cutors 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. (A) As a general rule, the court will not make any order for conveyance 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. 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 refer- ence will be confined to those facts only, as to which the court cannot feel satisfied without a reference. (&) 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 (d) Sect. 18, vide post. (e) King v. Leach, 2 Hare, 57. (/) Ex parte Winter, 5 Buss. 284; Moore v. Vinter, 12 Sim. 161 ; De Crespigny v. Kitson, Id. 163, cited. (g) Ex parte Winter, ubi supra. (h) Ex parte Hughes, 1 Jones & Lat. 32. (i) 3 New!. Prac. 242, 3d ed. ; 1 Turn. Prac. 405 ; Seton on Decrees, 252. (k) Per Lord Langdale, M. R., in Cockell v. Pugh, 6 Beav. 294. 28 434 OF THE DISPOSITION OF THE 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 pro- ceedings ; and the order for the conveyance or transfer will, consequently, be made at once, without any previous reference. (I) And in very clear cases, even on a simple petition without any pre- vious *suit, the court has dispensed with the usual preliminary L -"reference; and where a conveyance is sought from an infant, it will itself examine the proposed conveyance for the purpose of making an immediate order for him to execute it. (to) In a late case, where the surviving trustee of a settlement refused to execute a conveyance to new trustees, the V. C. on petition appointed a person named in the peti- tion 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, referring 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 Rolls 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 mat- ter 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 op- pose the petition without sufficient grounds, he will be deprived of his costs, [q) 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 excepted 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) (I) Parker v. Burney, 1 Beav. 492 ; Robinson v. Wood, 5 Beav. 246 ; King v. Leach, 2 Hare, 57 ; and see Pellowes v. Till, 5 Sim. 319 ; Prytkarch v. Havard, 6 Sim. 9 ; Wal- ters v. Jackson, 12 Sim. 278. (m) Re Trapp, 13 Law. Journ. N. S. Chanc. 168 ; 8 Jur. 347 ; Re Piatt, Ibid, cited. (ri) Ex parte Foley, 8 Sim. 395. (o) Ex parte Shick, 5 Sim. 281 ; et vide Re Trapp, ubi supra. (p) Att.-Gen. v. Arran, 1 J. & W. 229 ; Neal v. Dell, Vice-Chancellor Bruce, 9 Ju- rist, 99. (q) Re Bradbourne, 12 Law Journ. N. S. Chanc. 353. (?■) Ex parte Burton, 1 Dick. 395 ; Price v. Shaw, 2 Dick. 732 ; Ex parte Swann,Ib. 749 ; Seton, Decrees, 253. ESTATE OF TRUSTEES UNDER DISABILITY. 435 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 effectual as if executed by the trustee. Hence it will not have any greater effect, 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 Recoveries Act.(i) 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 petition ; but the conveyance may be prepared, as if it r-*9q 7 -i were to be executed by the trustee himself, and the person ap- " pointed by the court may then execute it, and it should be expressed in the attestation clause that he had executed it in the place of the trustee, in pursuance of the order made on the petition. (u) In the case in which this decision was made, the conveyance had ac- tually been prepared and tendered to the recusant trustee for execution by him, and its subsequent execution by the person substituted by the court in the manner suggested by the V. 0. obviated the expense of pre- paring 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 from the length of time since the creation of the trust the title of the person requiring the conveyance may appear to require investigation, or where the court under any other circumstances may not chose 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 they claimed directly by 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 with- out issue, his Honor refused to make any order on the petition, observing, (*) RePurdon, 1 Dr. & War. 500. [t) See Ex parte Maire, 3 Atk. 749 ; Ex parte Johnson, lb. 559 ; and see Radcliffe v. Eccles, 1 Keen, 130; Penny v. Pretor, 9 Sim. 135. («) Ex parte Foley, 3 Sim. 395. 436 OF THE DISPOSITION OF THE " that it could not have been the intention of the legislature to give au- thority to determine facts of that important nature upon an ex parte pro- ceeding ; and that he could not act upon the Master's report in such a case. "(a) And this decision was approved of on a rehearing by Lord Brougham, Chancellor.(^) However, this decision did not meet with the approbation of Lord Lyndhurst,(z) and in a subsequent case, where a petition for a convey- ance had been presented by persons who were entitled to equitable in- terests in remainder after the determination of an estate tail, his Lord- ship considered that the case before him came within the discretionary power given to the court by the 12th section, and he directed 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 questions arise, or the title of the parties requiring the conveyance is not reason- ably certain and clear, the court can act only in a suit regularly in- stituted.^) 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 ~*them apart for the purposes of the trust, is clearly a trustee L -l 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 a,ct,(d) if they have not renounced.(e) And a person who is named 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 com- pelled 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 mortgage- money belonging to infants into court. (x) Ex parte Merry, 1 M. & K. 677. (i/) 1 M. & K. 679. (z) 2 M. & K. 626. (a) Re De Clifford Estates, 2 M. & K. 624 ; and see Ex parte Dover, 5 Sim. 500. (6) See Re Nicholls, Ca. Temp. Sugd. 17 ; Re Walker, Cr. & Ph. 147. (c) Ex parte Dover, 5 Sim. 500. (d) Ex parte Winter, 5 Russ. 284 ; Ex parte Hagger, 1 Beav. 98 ; Re Needham, 1 Jones & Lat. 34. (e) 5 Russ. 286. (/) Cockell v. Pugh, 6 Beav. 293. (g) Re Beech, 4 Mad. 128. ESTATE OF TRUSTEES UNDER DISABILITY. 437 The 15th section extends the operation of the act to trustees having a beneficial interest,(A) or having any duty as trustee to perform ; 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 transfer 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 con- structive 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 simi- lar trustee for the real purchaser, after a decree shall be obtained declar- ing 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 vendor, except where therein- before expressly provided. It will be seen that the cases of constructive trust, which are expressly *provided for by the 16th and 17th sections, are those arising r:( . gQcn upon an incomplete contract for the sale of an estate, and upon ■- -• a purchase by one person in the name of another. Such cases are there- fore 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 purpose of giving the court any summary jurisdiction to act upon petition. For it can very rarely happen that a mere constructive trustee, against whom a conveyance is sought, does not claim some beneficial interest in the estate. And in that case, the court is expressly disabled 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 pro- vided for by the 16th or 17th sections, would be very doubtful in its results, and the adoption of such a course could rarely, if ever, be advised. As constructive trusts are expressly provided for by these sections, (h) See Ex parte Bjley, 3 Hare, 614. (i) See the observations of Sir Christopher Pepys, M. E., in Ee Dearden, 3 M. & K. 508, 512; and see Turner v. Edgell, 1 Keen, 502, 505. 438 OF THE DISPOSITION OF THE the 8th and other preceding sections cannot be considered to include trusts of that description.(&) 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. Therefore, 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 pur- chaser under the decree, or for the persons beneficially 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,(n) and of Sir James Wigram, V. C, in King v. Leach,(o) have been also already considered. 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 covert trustee, or mortgagee, where his concurrence is neces- sary 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 r*30ftl * trustee f° r sa ^ e °f rea l estate had absconded, and had not been heard of up to the hearing of the cause, the Vice- Chancellor of England decreed a sale, and that the husband should be declared 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.(g') By the 21st section, the provisions of the act are extended to petitions in cases of charity and friendly societies. The 22d section, which confers on the court the power of appointing new trustees on petition in certain cases, has been considered at large in a previous chapter. (?•) (Jc) Ibid. (I) Turner v. Edgell, 1 Keen, 502. (m) Prendergast v. Eyre, Ca. Temp. Sugd. 11; Robinson v. Wood, 5 Beav. 246 J t King v. Leach, 2 Hare, 57 ; see Beale v. Ridge, 4 Y. & Coll. 248, cited ; "Warburton v. Vaughan, 4 Y. & Coll. 247. (n) 5 Beav. 246 ; and see Calvert v. Godfrey, 6 Beav. 97, 102. (o) 2 Hare, 57. (p) Calvert v. Godfrey, 6 Beav. 97. (y) Moore v. Vinten, 12 Sim. 161. (r) Ante, Pt. I, Div. Ill, Ch. II. ESTATE OF TRUSTEES UNDER DISABILITY. 439 The 23d section, which extends the power of appointing new trustees to cases of chanties, 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.(t) The 25th section empowers the court to direct the costs and expenses 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. (u) And according to the present practice, an infant trustee or heir of a mort- gagee, who is ordered to convey under the act, either on suit or petition, is unquestionably entitled to his costs and expenses occasioned by the proceedings.^) However, the costs must have been reasonably incurred, and nothing will be allowed which is not necessary. For instance, a brief to counsel to consent for the infant, will be disallowed ; for no attention can be paid by the court to such a consent. («/) The rule is the same with regard to lunatic trustees :(z) and according to the present practice, there can be little doubt but that the same rule also applies to lunatic mortgagees. {a) ■ Although a distinction has been held to exist between lunatic trustees and mortgagees, the latter having been held not to be entitled to their costs of a petition to obtain a con- veyance.^) 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. (d) Although even in that case he will pxori-n not be made to fay 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 (s) Ibid, (t) Post, 545. [Suits against Trustees.] (u) Ex parte Cant. 10 Ves. 554. (x) Ex parte Omnianey, 10 Sim. 298 ; Prytharch v. Havard, 6 Sim. 9 ; Midland Coun- ties Railway Company v. Westcomb, 11 Sim. 57; Hanson v. Lake, 2 N. C. C. 328 ; see Re Marrow, Cr. & Ph. 142, 145. (y) Ex parte Cant, 10 Ves. 554. (z) Ex parte Tutin, 3 V. & B. 149 ; Ex parte Pearse, T. & R. 325, 7 ; overruling Ex parte Bridges, Coop. 290. (a) Re Marrow, Cr. & Ph. 142. (6) Ex parte Richards, 2 J. & W. 264; and 2 Collinson on Lunacy, 761. (c) King v. Leach, 2 Hare, 57, 59. (d) Robinson v. Wood, 5 Beav. 246 ; vide supra, p. 278, et post, p. 551. (e) Robinson v. Wood, ubi supra. 440 OF THE DISPOSITION OP THE a conveyance under the act without sufficient reason, as, for instance, 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 performance 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. C. 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 de- vising it to a trustee to convey to the purchaser. (A)(1) However, this reasoning will not apply where only a very short interval has elapsed between the contract of sale and 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. (?) For that purpose, the administrator of the intestate must appear and consent to be bound by the decree. (k) 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 convey- ance of the legal estate, we have seen that it is an unsettled point, whether the petition should be presented by the purchaser, or the per- sons having an interest in the application of the pur chase-money. (I) The liability to the costs of the petition is equally unsettled. 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 peti- tioner 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. (n) In that case it appears that the purchase-money was insufficient to pay the petitioner's mort- gage debt and the costs of the suit in full. Where an improper or irregular order has been made upon an applica- tion 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, (/) Re Bradbourne, 12 Law Journ. N. S. Chanc. 353. (g) Prytharch v. Havard, 6 Sim. 9 ; Midland Counties Railway Company v. West- comb, 11 Sim. 57. (h) 11 Sim. 58. (i) Hanson v. Lake, 2 N. C. C. 328. (7c) Ibid. (Z) Vide supra. (to) 5 Beav. 246. [n) 2 Hare, 57, 59. (0) Re King, 10 Sim. 605 ; see Calvert v. Godfrey, 6 Beav. 97. (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 conveyance itself -will fall upon the purchaser according to the general rule. 11 Sim. 57. [See as to this, Lewis v. Baird, 3 McLean, 67 ; Tiernan v. Roland, 15 Penn. St. R. 440.] ESTATE OP TRUSTEES UNDER DISABILITY. 441 *that the court may dismiss a petition, which it has no jurisdic- tion to entertain, -with costs, (p) L J By the 26th section of the act, the powers given to the Lord Chan- cellor of Cheat Britain sitting in lunacy, are extended to all lands and stock in the British dominions, except Scotland and Ireland. 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 Scot- land. The effect of the 27th, 28th, 30th and 31st sections, is to extend the powers of the act to the Court of Exchequer, and to the Lords Com- missioners 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 Chancery 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. (q) This construction is expressly 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 be 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 secretary, 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 convey- ancers) The 33d section provides for the indemnity of the bank and other companies and their officers in acting under the act. * CHAPTER V. [*303] OF THE LEGAL DEVOLUTION OP THE ESTATE OF TRUSTEES. Where more trustees than one are appointed, the trust property is almost invariably limited to them as joint-tenants ; and even if the terms (p) Re Isaac, 4 M. & Cr. 11. lq) Evelyn v. Forster, 8 Ves. 96 ; Ex parte Prosser, 2 Bro. C. C. 325 ; Ex parte Anderson, 5 Ves. 240 ; Ex parte Bosanquet, Id. 242, cited; Ex parte Fenelito, Id. ; Ex parte Osborn, Id. (r) Price v. Dewhurst, 8 Sim. 617. (s) See King v. Leach, 2 Hare, 59. 442 OE THE LEGAL DEVOLUTION OP of the gift rendered this at all doubtful, the court for the sake of con- venience would doubtless endeavor, if possible, to affix this construction to it. Therefore upon the death of one of the original trustees the whole estate, whether real or personal, devolves upon the survivors, and so on continually to the last survivor. 1 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) 1 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 discretionary 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 admi- (a) It has been already seen, that the title of the crown, or other superior lord, to take by escheat on the death of a trustee without heirs, is now excluded, ante, p. 50, and Ch. Ill, p. 269 of this Division. 1 Shortz v. Unangst, 3 W. & S. 45 ; Stewart v. Pettus, 10 Missouri, 755 ; Moses v. Murgatroyd, 1 John. Ch. B. 119; De Peyster v. Ferrers, 11 Paige, 13; Richeson t. Ryan, 15 Illinois, 13 ; Shook v. Shook, 19 Barb. 653 ; Gray v. Lynch, 8 Gill, 404 ; Powell v. Knox, 16 Alab. 364; Maudlin v. Armistead, 14 Id. 702. Even though survivorship be abolished by statute : Parsons v. Boyd, 20 Alab. 112 ; Shortz v. Unangst, ut supra. In New York, Michigan, and Wisconsin, 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 of realty descends to the heir at common law, and not to the statutory heirs. Jenks' lessee v. Backhouse, 1 Binn. 91. The surviving executor or trustee has a right to exclusive possession of the property of the estate. Where he is insolvent, or there are other circumstances which render him unfit to act, relief can only be had by the cestui que trust; the executor of his co-trustee has no right to interfere by application for security or renewal. Shook v. Shook, 19 Barb. 653. As to rights of action in a sur- viving trustee, the rule is that he may sue at law in his own name where the cause of action accrued after the death of his co-trustee, as in the case of rent : Wheatley v. Boyd, 7 Exch. 20; Richeson v. Ryan, 15 Illinois, 13 ; whether he can go on alone iu the execution of all the powers and duties of the trust, or not; that question not being determinable at law : Richeson v. Ryan ; but if the cause of action accrued before the death, he must sue in his capacity of survivor. Wheatley v. Boyd. Where the action is already brought, it is of course to be continued by the survivor alone : Nichols v. Campbell, 10 Gratt. 561 ; and in case of his death also, or where it is a suit as sur- vivor, his executor is to be substituted. Powell v. Knox, 16 Alab. 364 ; Maudlin v. Arm- istead, 14 Id. 702. In most of the United States, the common law rule that the executor of an executor succeeds him in the trust, is abolished, and it devolves on the administrator cum testa- mento armexo. See in Pennsylvania, Act of 1832, (S 19, Purd. Dig. 1853, 189, and the sta- tutes of other States cited in Williams on Personal Property, 2d Am. Ed. 364, note ; but otherwise in New Jersey, North and South Carolina, Ibid.; and see post, 471, &c., notes, as to powers vested in executors. The husband of a feme covert trustee of personalty, takes the property on her death as her administrator, but holds it, of course, on the original trusts. Keister v. Howe, 3 Porter, Ind. 268. THE ESTATE OE TRUSTEES. 443 nistrator, as the case may be, 'will not be competent to execute such powers, unless authorized to do so by the trust instrument. (b) 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 ; arid in that case, if the disclaiming party be the last surviving trustee, the legal estate, according to its quality, will de- volve upon the heir or the personal representative of the deceased trus- tee.^) 1 If the original trustee have accepted the trust in his lifetime, it is con- ceived that it is no longer competent for his heir or personal representa- tive 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.^) But where the trust has not been accepted by the original trustee, there seems to be no reason, why a disclaimer may not properly be made by his heir or representative; although the point does not appear to have been ever expressly decided. (e) *Upon the marriage of a female trustee the legal interest in r* 004-1 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 him absolutely by the fact of marriage, unless it be otherwise expressly* 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 survivorship. Where the trust pro- perty is real estate of inheritance, the husband will take either an estate by curtesy, if he have had inheritable issue, or otherwise a bare estate during the life of his wife jointly with her. 2 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 com- (6) Mansell v. Mansell, Wilm. 36 ; Peyton v. Beang, 2 P. Wms. 626 ; Townsend v. Wilson, 1 B. & Aid. 608 ; Dyer, 117, PI. 32 ; see Sharp v. Sharp, 2 B. & Aid. 405 ; Cole v. Wade, 16 Ves. 27 ; Hall v. Dewes, Jao. 189 ; Bradford v. Belfield, 2 Sim. 264; 1 Sugd. Power, 148, 152, 6th ed. ; and see Cooke v. Crawford, 11 Law Journ. N. S., Chanc. 406 ; 13 Sim. 91, and post, 489. [Powers.] (c) Stacey v. Elph, 1 M. & K. 199 ; ante, Pt. I, Div. IV, Ch. I, Sect. I. (d) Ante, Pt. I, Div. IV, Ch. II, Sect. I. (e) Goodson v. Ellisson, 3 Buss. 583, 7 ; ante, Pt. I, Div. IV, Ch. II, Sect. I, [p. 219, 222, and notes.] s (/) Moore v. Vinten, 10 Law Journ. N. S. Chanc. 345; 12 Sim. 161 ; S. C. p. 300, preceding chapter. 1 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. 2 In Chew v. Comm. of South wark, 5 Rawle, 160, it was held that a mere naked sei- sin 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. 444 £F THE LEGAL DEVOLUTION, ETC. mitted by his wife,(<7) it must follow as a necessary consequence that she cannot act in the administration of the trust without her concurrence or consent. 1 The same principle which prevents a surviving trustee or the devisee or heir of a sole trustee from exercising discretionary powers, which are given only to the original trustee personally, will also apply d 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 feme 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 personal 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 bank- ruptcy, and the bankrupt will therefore retain his character of trustee, until another twappointed 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 annexed to it, will devolve upon those who accept the office. (i) (g) See Palmer v. Wakefield, 3 Beav. 227. [Even before marriage, so far as assets; Moone v. Henderson, 4 Desaus. 459. See Redwood v. Riddick, 4 Munf. 222 ; Ferguson v. Collins, 3 Eng. Ark. 241.] (h) Ante, Ch. Ill, and post, p. 530, Bankruptcy. [Bunoe v. Vandergrift, 8 Paige, 37.] (i) Ante, Pt. I, Div. IV, Ch. II, Sect. 3, p. 225. ' Carrol v. Connett, 2 J. J. Marsh. 195 ; Elliott v. Lewis, 3 Edw. Ch. 40. *PART III. [* 305 ] OF THE DISCHAKGE 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. Or THE NECESSITY FOR THE CON- II. Of THE LIABILITY OF ONE TrUS- CURRENCE OF ALL THE TRUSTEES TEE FOR THE ACTS OF THE OTHERS [305]. [309]. I.— WHERE THE CONCURRENCE OF ALL THE TRUSTEES IS REQUISITE IN ACTS FOR THE ADMINISTRATION OP THE TRUST. Trustees have all equal power, interest, and authority, with respect to the trust estate. — As a general rule, therefore, they cannot act sepa- rately, but they must all join in any sale, lease, or other disposition of the trust property, and also in receipts for money, payable to them in respect of their office, (a) 1 And in this respect they differ materially (a) Crewe v. Dicken, 4 Ves. 97 ; Fellows v. Mitchell, 1 P. Wms. 83 ; S. C. 2 Vera. 516; Churchill v. Lady Hobson, Id. 241; Leigh v. Barry, 3 Atk. 584; Belchier v. Parsons, Ambl. 219 ; Chambers v. Minchin, 7 Ves. 198 ; Ex parte Rigby, 19 Ves. 463 ; 2 Fonbl. Eq. B. 2, ch. 7, sec. 5 ; 1 Cruis. Dig. tit. 12, ch. 4, sec. 39. [Webb v. Ledsam, 19 Jur. 775.] 1 Vandever's Appeal, 8 W. & S. 405 ; Latrobe v. Tiernan, 2 Mary. Ch. Dee. 480 ; Ridgeley v. Johnson, 11 Barb. S. C. 527 ; Sinclair v. 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 neces- sity, in which the concurrence of a co-trustee would be presumed. In Ridgeley v. Johnson, 1 1 Barb. S. C. 527, it Was held that where a deed is 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 lime of execution. But a payment by a mortgagor to one of two trustees, assignees of the original mortgagee, is good. Bowers v. Seeger, 8 W. & S. 446 WHERE THE CONCURRENCE OF ALL from executors, who have a joint and entire authority, and any one of whom may effectually bind, or dispose of, the assets by his own indivi- dual act. (J) 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 principle, one trustee alone could not have signed the certificate of a bankrupt in re- spect of debt due to him and his co-trustee,(c2) according to the Bank- r*3flfTl ru P t *^ aw previously to the recent act.(e) 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 " qui facit per alium facit per *e" applies ; and any act of the agent alone, which does not exceed his authority, will be binding on the others, (g) 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.(A) And so the possession or seisin of one or more of several joint trus- tees operates as the possession of the others. And the Statutes of Limi- tation will not begin to run against the cestui que trusts as long as one of the trustees is in possession.^') 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 ownership. The 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 per- son other than the persons entitled to the other shares, such possession shall (5) Toucbst. 484 ; Bac. Abr. (Exors.) C. 1 ; Wentw. Off. Ex. 206, 14th ed. ; 2 Wms. Exors. 620. [See post, 309, note.] (c) Rudd v. Tucker, Cro. Eliz. 803. (d) Ex parte Rigby, 19 Ves. 463. [See Vandever's Appeal, 8 "W. & S. 405.] (e) 5 & 6 Vict. c. 122, see s. 39. (/) Right d. Fisher v. Cuthell, 5 East, 491. (g) Ex parte Rigby, 19 Ves. 343 ; and see Goodtitle d. King v. Woodward, 3 B. & Aid. 689; Handbury v. Kirkland, 3 Sim. 265; 1 East, 568; 1 B. & Aid. 85. [See Sin- clair v. Jackson, 8 Cow. 543.] Qi) 1 Inst. 49, b. ; Id. 192, a. ; 6 Mod. 44 ; 2 Cruis. Dig. tit. 18, ch. 1, s. 60, 1. (i) Att.-Gen. v. Flint, Vice-Chancellor Wigram [4 Hare, 147]. 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. Jack- son, 8 Cowen, 544. THE TRUSTEES IS REQUISITE. 447 not be the possession of the other joint-tenants. This enactment, there- fore, 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 ;(&) but part payment made by one will revive the remedy against them all.(Z) It has been decided, that notice of a charge or incumbrance on the trust estate, given to one of several co-trustees, is sufficient to perfect the equitable title of the incumbrancer, (m) And it is immaterial, that the incumbrancer is himself the trustee, who thus receives the notice for his own benefit.(»i) However, the effect of such a notice only continues as long as the party to whom it is given continues to hold the office of trustee ; and after his death or retirement, a subsequent incumbrancer *may gain a preference by giving notice to the then existing trustees ; if in the meantime they have received no notice of the L J 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 received notice personally liable to the incumbrancer for any subsequent disposi- tion of the trust estate by them ; and it appears difficult to contend suc- cessfully, that a notice so limited should have such an operation. It is, therefore, for many reasons, advisable that notice of an equitable incum- brance, &c, should in every case be given to all the trustees. A trustee who has disclaimed or renounced — or upon the same prin- ciple, one who has been duly discharged under the power contained 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 per- formed by the particular trustees by name ; for a gift to several indivi- duals 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 office. (q) (k) See 9 Geo. IV, c. 14, s. 1 ; Chitty, Contr. 640, 50. (Z) Whiteeomb v. Whiting, Dougl. 652; Burleigh v. Stott, 8 B. & Cr. 36 ; Pease v. Hurst, 10 B. & Cr. 122 ; Perham v. Raynall, 2 Bingh. 306. (to) Smith v. Smith, 2 Cr. & Mees. 232 ; Meux v. Bell, 1 Hare, 73 ; and see Re Raikes, 4 D. & Ch. 412 ; Ex parte Vauxhall Bridge Company, 1 Gl. & J. 106 ; Duncan v. Chamberlaine, 11 Sim. 123. [But see Martin v. Sedgwick, 9 Beav. 333 ; Holt v. Dewell, 4 Hare, 446.] (n) Smith v. Smith, 2 Cr. & Mees. 232 ; see Re Raikes, 4 D. & Ch. 412 ; Duncan v. Chamberlaine, 11 Sim. 123. (o) Timson v. Ramsbottom, 2 Keen, 35 ; Meux v. Bell, 1 Hare, 97. (p) Flanders v. Clark, '1 Ves. 9 ; Smith v. Wheeler, 1 Ventr. 128 ; Hawkins v. Kemp, 3 Bast, 410; Adams v. Taunton, 5 Mad. 435; Worthington v. Evans, 1 S. & St. 165. [See ante, 226, post, 473. In Worthington v. Evans, the trustee had never acted.] (q) Adams v. Taunton, 5 Mad. 435, 8. 448 WHERE THE CONCURRENCE OF ALL But a trustee, who lias once acted in or accepted the trust, and has not been properly discharged from it, must join with the other trustees in the receipts to purchasers or other persons, requiring a discharge 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 a necessary party to a receipt to a purchaser.(s) Where, however, a mere discretionary power, or one simply collateral, has been given to several persons expressly by 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.(tf) But it is otherwise where the power is not strictly per- sonal, but is annexed to the office of trustee. (w) In ordinary cases of private trust there does not appear to be any established rule, according to which the decision or opinion of the ma- jority in number of the trustees would be binding on the dissentient minority. The principle that all co-trustees have equal power and au- thority 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 sufficient reason, would be compelled to act by the court, whose decree would also visit the offending trustees with the costs occa- sioned by their conduct.(a;) But where the act is a matter of pure per- sonal *discretion, we shall see presently, that the court cannot L J in general interfere to control a trustee 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 discretionary act.(«/) The proof of fraudulent or improper conduct would of course give the court juris- diction.^) However, in cases of charitable and public trusts, where the number of trustees is usually greater, the decisions of the majority will be bind- ing on the rest ; for otherwise, it would be in the power of one dissenting {r) 2 Sugd. V. & P. 50, 9th ed. ; the case of Hardwick v. Mynd, 1 Anstr. 109, is of a contrary tendency, sed quaere ? and see Lord Braybroke v. Inskip, 8 Ves. 417. (s) Crewe v. Dicken, 4 Ves. 97 ; Small v. Marwood, 9 B. & Or. 307. (t) See 1 Sugd. Pow. 138 ; et post, Chap. [Powers p. 471, 485.] (u) Worthington v. Evans, 1 S. & St. 165 ; Clarke v. Parker, 19 Ves. 19. (x) Vide post, p. 545, [Suits against Trustees] and [Costs] p. 551. (y) Clarke v. Parker, 19 Ves. 1 ; overruling Harvey v. Haston, 1 Atk. 375 ; vide post, 485 [Discretionary Powers] ; the court will sometimes act in such a case, see Tomlin v. Hatfield, 12 Sim. 167. ' (z) Ibid. THE TRUSTEES IS REQUISITE. 449 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 majqrity 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 present the person whom the majority approve of, those trustees, who voted for an unsuc- cessful candidate, must join in the presentation of the one chosen by the majority.(6) 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 taxation 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. 1 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. (#) Although it would be different, if the tenants had received notice not to pay their rents except upon the receipt of all the trustees'. Where an account at a banker's is open 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 (a) Att.-Gen. v. Scott, 1 Ves. 413; Wilson v. Dennison, Ambl. 82; Wilkinson v. Malin, 2 Tyr. 544; Att.-Gen. Shearman, 5 Beav. 104; Att.-Gen. v. Cuming, 2 N. C. C. 139. (b) Att.-Gen. v. Cuming, 2 N. C. C. 139. (c) Ex parte Smith, 1 Deac. 385, and M. & A. 586 ; Ex parte Phillips, 2 Deac. 334. (d) Hazard v. Lane, 3 Mer. 285 ; see Lockhart v. Hardy, 4 Beav. 224. (e) Williams v. Nixon, 2 Beav. 472. (/") See Williams v. Nixon, 2 Beav. 472. [But see note, ante, p. 174.] (g) Townley v. Sherborne, Bridg. 35. (h) See next sect, and Walker v. Symonds, 3 Sw. 1, 58 ; Clough v. Bond, 3 M. & Cr. 490. See Husband v. Davis; 10 C. B. 645. In Webb v. Ledsam, 19 Jurist, 775, 1 Kay & John. 385, a case in equity, it was held that the receipt of interest by one trustee dis- charged the debtor; but that payment of the principal of a mortgage by deposit of deeds, the mortgage being a breach of trust of which the mortgagor was cognizant, to one trustee, did not relieve the mortgagor, though the trustee receiving restored the deeds at the time. 29 450 OF THE LIABILITY OF ONE TRUSTEE signature of all the trustees. Where there are several trustees, however, r*9nQl *k' s *might he regarded as a matter of extreme and over caution which would moreover 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. II.— OF THE LIABILITY OF A TRUSTEE FOR THE ACTS OF 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 misappropriate, 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. 1 1 The liability of cotrustees 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, en- abled one or more to accomplish some known object in violation of the trust." The rule in these word's was adopted and acted on in Taylor v. Roberts, 3 Alab. 86 ; State v. Guilford, 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. MeKim, 3 Gill, 366; Slell'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 facie evidence of the receipt of the money by all, is open to explanation ; and those only into whose actual possession or control the money has come, will be held responsible 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. Rep. 419 ; Deaderick v. Cantrell, 10 Yerg. 264; Kip v. Deniston, 4 Johns. Rep. 23. In Monell v. Monell, 5 J. C. R. 283, it was ruled, however, that this presumption from joinder in receipts could not be rebutted by the defendant's answer alone : accord, Maccubbin v. Cromwell, 7 G. & J. 15V ; and its effect was treated as more conclusive than other cases, and the subsequent decision of Manahan v. Gibbons, 19 Johns. 427, seem to warrant. (See American Note to Town- ley v. Sherborne, 2 Lead. Ca. Eq. pt. ii, p. 307, 1st ed.) With regard to executors whose concurrence in acts relating to the estate is not necessary, a different rule exists; and it 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 ; Clarke v. Jenkins, 3 Rich. Eq. 318 ; Jones' Appeal, 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, and that 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. I Rawle, 155 ; accord. But see Ducommun's App. 17 Penn. St. 270, where the settle- FOR THE ACTS OF THE OTHERS. 451 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 or wasted merit and confirmation of a joint account by executors was held conclusive of joint lia- bility, notwithstanding a memorandum in the account, that each was only to be account- able for a proportion of the balance shown. Wherever it is necessary and convenient for the purposes of the trust, that a part or all of the business thereof should be com- mitted to the charge of one or more of the co-trustees, the others not cognizant of or con- curring in any way, in a misapplication of the fund, will not be held liable. Jones' App. 8 W. & S. 147 ; State v. Guilford, 15 Ohio, 593 ; Deaderick v. Cantrell, 10 Yerg. 264 ; but see contra, Maccubbin 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 em- barrassment, 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, 1 H. & G. 11 ; State v. Guilford, 15 Ohio, 593; Pirn v. Downing, 11 S. & R. 71 ; though mere slight suspicions are not sufficient to require the non-acting trustees to interfere. Jones' App. 8 W. & S. 147. And in all such cases, if the non-acting trustee becomes aware of any fact endangering the trust fund, apart from the conduct of his colleagues, he must communicate it to his co-trustees, or make application to the court. If he attempt to protect the estate on his own account, he will make himself personally liable for any loss. Wayman v. Jones, 4 Maryl. Ch. 506. A trustee who has actually received money or securities, and pays or assigns them to his colleague without necessity, becomes thereby responsible. Mumford v. Murray, 6 J. C. R. 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. 155 ; Ringgold v. Ringgold, 1 Harr. & Gill, 11 ; Graham v. Austin, 2 Gratt. 273. So even in the case of executors who are, as has been observed, prima facie responsible only for their own acts. Mesick v. Mesick, 7 Barb. S. C. 120 ; Edmonds v. Crenshaw, 14 Pet. 166 ; Worth v. McAden, 1 Dev. & Batt. Eq. 199 ; Johnson v. 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 perfectly agreed. From Spencer v. Spencer, 11 Paige, 299; Maecubbin v. Cromwell, 7 Gill & Johns. 157 ; Ringgold v. Ringgold, 1 Harr. & Gill, 11 ; Deaderick v. Cantrell, 10 Yerg. 263; Wallis v. Thornton, 2 Brockenb. 434; Hauser v. 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 v. Deniston, 4 Johns. R. 23, it was held that the receipt in a deed by two trustees for the purchase-money would not make the one who did not receive liable; and see Jones' App. 8 W. & S. 147 ; Am. Notes to Townley v. Sherborne, 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 the non-acting trustee ceases. Glenn v. McKim, 3 Gill, 366. Where a trustee has renounced, it is & fortiori necessary to show that the fund has ever been in his hands. Clagett v. Hall, 9 Gill & Johns. 80. In Deaderick v. Cantrel], 10 Yerg. 264, followed in Thomas v. Scruggs, Id. 400, in Tennessee, a distinction is taken between discretionary and directory trusts, as to the nature of the joint liability above considered. In the former, which comprehend cases where no direction is given as to the manner in which the trust fund is to be invested, it was said to be necessary to charge a co-trustee to show some act by which it was obtained by him, or some act of commission, amount- ing to gross neglect, in permitting the fund to be wasted by his colleague. In the latter class, however, which are those where by the terms of the trust the fund is to be invested in a particular manner, till the period arrives at which it is to be appropriated, if the 452 OF THE LIABILITY OF ONE TRUSTEE by the co-trustee, the non-acting trustee will be decreed personally to make good the loss ; for it was his duty to have interfered 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. (/c) In Booth v. Booth,(7) a testator bequeathed his personal estate to his partner and to B. in trust, to invest for the benefit of his wife and chil- dren. 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 knowledge and acquiescence, retained the testator's money in the trade for several years, instead of in- vesting 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. B., that both the trustees were equally responsible for the loss. (7) 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 ascertained 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 the cestui que trust, he will himself be involved in the same liability. Thus, where one of two trustees had sold out a sum of trust stock, and the other knew of it and concealed it from the cestui que trust, they were both held equally liable upon the loss of the fund.(w) And in another case, where one of two trustees retained a sum of trust money in his (i) Williams v. Nixon, 2 Beav. 475. (7c) Williams v. Nixon, lb. (I) Booth v. Booth, 1 Beav. 125. (m) Lincoln v. Wright, 4 Beav. 427 ; and see James v. Frearson, 1 N. C. C. 370; Fulton v. Gilmour, Rolls, 15th February, 1845, MS. [On another point, 8 Beav. 159; see Estate of Evans, 2 Ashm. 470 ; Pim v. Downing, 11 S. & R. 71.] (») Boardman v. Mosman, 1 Bro. C. C. 68. fund be not invested, or be invested in a different manner from that pointed out, it is an abuse of trust, for which all the trustees are responsible. But in a subsequent case in the same State, it was held that even in the case of a discretionary trust, a trustee who " identifies himself with it by sales and settlements, and by receipt of fees for ser- vices rendered," is responsible if he permits his associate to misapply the trust fund. McMurray v. Montgomery, 2 Swan, 374. The distinction established by these last decisions, however, is obviously a very artificial one, for almost every trust blends in a greater or less proportion both the characteristics which they thus discriminate ; and the question always is, how far a joinder in acts which are expressly directed, or which from their nature are necessary to be done by all, renders the non-acting trustees further responsible for the abuse of a discretion which may be, and by the agreement of the trustees is, exercised by one. In all cases of this nature, however, there is no liability of one joint trustee for the mere misfeasance or nonfeasance of another, unless it be shown that that other, from insolvency, is unable to answer for himself. Stell's Appeal, 10 Barr, 153. See this subject fully discussed in the notes to Townley v. Sherborne, 2 Lead. Ca. Eq. pt. ii, page 306 ; Story's Eq. g 1280, &c. FOE, THE ACTS OF THE OTHERS. 453 *possession, but the other joined in a false representation to ^ e r*o-f(n cestui que trust, that it was invested in stock in their joint names, ' both trustees were declared responsible. (o) And it is the duty of the trustees to obtain every information from their co-trustee as to the situation and disposition of the trust property : and if they neglect this precaution, they will become answerable for any misfeasance on the part of the acting trustee, (p) Again, if a trustee join in doing any act, or in carrying into effect any arrangement, by which the trust property is taken out of the joint protection and control of all the trustees, and is placed within the sole power and at the mercy of one or more of their number, by whom it is lost, it is clear that the trustee so acting, will as a general rule, be held responsible for all the consequences ; for by his conduct he diminished the security of the property, and was thus directly accessory to the loss that ensued. The exceptions to this rule will be considered presently. Thus, if two or more trustees join in the sale of the trust estate, or the conversion of the existing investments, and suffer the proceeds to be received and retained by one or more of their number exclusively ;(q) or if they pay, or make over, the trust funds or property in a similar man- ner ;(»■) or execute a joint power of attorney ;(s) or join in signing a draft or order ;{t) enabling one or more of their co-trustees exclusively to re- ceive and deal with the property; or suffer the trust fund to be invested in bills payable to one or more of their number ;(ti) or to be paid into a bank to the account of two of them, to the exclusion of a third ;(.r) in all these cases the trustees so acting will be personally responsible for any loss occasioned by the acts of those into whose power they have thus committed the trust property. If, however, it be necessary or proper for the due discharge of the trust, that the trust property should be committed exclusively to the charge of one or more of the co-trustees, the others will not be held liable for the subsequent acts of those to whom it has been so committed. In Clough v. Bond,(#) it was observed by Lord Cottenham, " When the loss (o) Bate v. Scales, 12 Ves. 402. (p) Walker v. Symonds, 3 Sw. 58. (q) Sadler v. Hobbs, 2 Bro. C. C. 114; Scurfield v. Hawes, 3 Bro. C. C. 90; Cham- bers v. Minchin, 7 Ves. 198 ; Shipbrook v. Hinchinbrook, 11 Ves. 252 ; Brice v. Stokes, Id. 319 ; Underwood v. Stevens, 1 Mer. 713 ; Hanbury v. Kirkland, 3 Sim. 265 ; Brad- well v. Catchpole, 3 Sw. 78, n. ; Clough v. Bond, 3 M. & Cr. 496 ; Williams v. Nixon, 2 Beav. 472 ; Broadhurst v. Balguy, 1 N. C. C. 16 ; Curtis v. Mason, 12 Law Journ. N. S. Chanc. 442. (r) Keble v. Thompson, 3 Bro. C. C. Ill ; French v. Hobson, 9 Ves. 103 ; Ship- brook v. Hinchinbrook, 11 Ves. 252; Joy v. Campbell, 1 Sch. & Lef. 341 ; Moses v. Levi, 3 Y. & Coll. 359, 367 ; Clough v. Bond, 3 M. & Cr. 497 ; Langford v. Gascoyne, 11 Ves. 333. (s) Harrison v. Graham, 1 P. Wms. 241, n. ; Hanbury v. Kirkland, 3 Sim. 265 ; Hew- ett v. Poster, 6 Beav. 259. [t) Sadler v. Hobbs, 2 Bro. C. C. 114; Broadhurst v. Balguy. 1 N. C. C. 16. (u) Walker v. Symonds, 3 Sw. 1, 58. (sc) Clough v. Bond, 3 M. & Cr. 490. (y) 3 M. & Cr. 497. 454 OF THE LIABILITY OF ONE TRUSTEE 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 property, will in equity exonerate the personal representative. But if without such necessity, he be instrumental in giving to the person failing possession of any part of the property, he will be liable, although the person possessing it be a co-executor or co-administrator." r*mn *^hus in an early case,(g) a legacy of 600Z. was given to three trustees, in trust to build an almshouse. R., one of the trustees resided in London, the other two lived in Cornwall. R. alone received payment of the legacy, although, to satisfy the testator's executors, the other two trustees joined in the receipt. 400Z. was paid at different times by R., by the direction of the other trustees, for building, &c. ; but four years after the receipt of the money he became insolvent. On a bill being filed to charge the other two trustees with the loss of the 200Z., the Lord Chancellor held, that R. alone was chargeable, and in the course of his judgment he observed, that the payment to R. only was a reason- able thing, R. being the only trustee who lived in London, where the money was paid.(s) And in Townley v. Sherborne,(a) it was laid down by the Lord Keeper, after much deliberation and with the advice of the assistant judges, that where lands or leases are conveyed to two or more trustees, and One of them receives all or the most part of the profits, his co-trustees shall not be charged for the receipts of the other. And in the same case it was said to be no breach of trust to permit one of the trustees to receive all or most part of the profits, it falling out many times that some of the trustees live far from the lands, and are put into the trust out of other respects, than to be troubled with the receipt of the profits. So, in Ex parte Griffin, (6) A. one of the assignees of a bankrupt signed the cheques upon the banker for a dividend, and delivered them to B. his co-assignee, for him to sign them, and deliver them to the creditors. B. signed the cheques, which were then stolen out of his desk and payment received from the bankers. It was held by Sir J. Leach, that the signature of the cheques by A. and his delivery of them to his co-assignee, was required for the purposes of convenience, and was done in the proper execution of his duty of a trustee, and consequently that he was not responsible for the subsequent loss. Although this was a case affecting assignees and not trustees strictly so called, the principle of the decision is precisely the same, and was treated as such by the learned Judge. Upon the same principle, where one of two executors had paid a sum of 1200J. to his co-executor, who resided in the country, for the purpose of discharging the testator's debts, which were owing to persons in his (z) Att,-Gen. v. Randell, 2 Bq. Cas. Abr. 742; 1 Bac. Abr. 184, 6th ed. (a) Bridgman, 35. (6) 2 Gl. & J. 114. FOR THE ACTS OP THE OTHERS. 455 immediate neighborhood ; and the co-executor died insolvent, having only applied 787?. in payment of the debts ; the -whole sum of 1200Z. was allowed to the other executor in his accounts, as the payment was requi- site in the ordinary management of executors.(c) So in a recent case before Lord Langdale, M. B,., two executors and trustees were directed to pay certain annuities out of the dividends of the trust estate, which consisted principally of stock, and to invest and accumulate the surplus. Both executors proved the will, but one only acted in the trust, and for several years continued to receive and mis- apply the/ dividends, though this was unknown to his co-trustee. The acting trustee became bankrupt, being largely indebted to ihe trust estate for the dividends misapplied by him. And it was held the non- acting trustee *was not answerable for the breach of trust com- mitted by his colleague. (d) The question appears to have been L J treated as one affecting executors, although the duties of paying the annuities and investing the surplus would seem to have clothed the par- ties with the character of trustees. From the report of the judgment, his Lordship seems to have rested his decision mainly on the fact of the want of knowledge or acquiescence on the part of the non-acting exe- cutor. But it is conceived that the necessity, or at any rate the conve- nience of the arrangement, according to which the dividends were suf- fered to be received by the trustee, who acted and was on the spot, would be quite sufficient to support the decision, upon the principle now under discussion. In the same case the non-aGting trustee had joined in the sale of a sum of 4507. stock, the proceeds of which were received by the acting trustee alone, and the one who did not act was held clearly re- sponsible for the misapplication of that fund.(e) In a very late case before Lord Lyndhurst,(/) two co-executors and trustees had concurred in the sale of the testator's stock and also of his real estate, and had both signed the receipts for the purchase-money, but one of them only received the money, and afterwards became bank- rupt, being largely indebted to the trust estate. His Lordship held, that the joint acts were necessary for the due administration of the estate, and that the trustee who had not received the money, was not answerable for the devastavit committed by his co-trustee.(/) The facts in this case, however, are not stated with sufficient precision in the only report of it hitherto published, to admit of the extraction of the particu- lar grounds on which his Lordship's decision proceeded. Upon the same ground of the necessity or convenience of the act, there can be no question but that a trustee will be justified in autho- rizing one or more of their number to receive or possess himself of the (c) Bacon v. Bacon, 5 Ves. 331 ; and see Hovey v. Blakeman, 4 Ves. 596. (d) Williams v. Nixon, 2 Beav. 472. (e) Williams v. Nixon, 2 Beav. 472, 477. (/) Terrell v. Matthews, 11 Law Journ. N. S. Chanc. 31. 456 OF THE LIABILITY OF ONE TRUSTEE trust fund, for the purpose of making an immediate payment to the cestui que trusts, in discharge of the trust ;(g) or preparatory to the completion of a purchase, or mortgage, or other new investment, which is in immediate contemplation. (h) Where the trust funds are received by one trustee only, and that receipt is justified by the circumstances, the other trustee will not be held responsible for the loss of the fund, merely because they join in the receipt for the money : for in transactions with trustees it is usually essential for the security of the persons dealing with them, that all the trustees should join rh signing the receipts.(i)(l) And in this respect there is a material distinction between trustee/ and executors : for it is not in general necessary for all the executors to join in *receipts, and if they do so, they will be chargeable for L -I the money, although they did not receive it.(fc) 1 And hence it may occasionally be important to determine, where an executor has as- sumed the character of a trustee. (t) The reason of this distinction is, that executors are not bound to join in the act. Therefore the distinc- tion does not apply, where the concurrence of all the executors to an act is indispensable, as in the case of the sale or transfer of any part of the property, (m) It is to be observed, however, that where all the trustees have joined in signing a receipt for a sum of trust money, there will arise a prima facie inference that the money was received by all ; and it is for those who seek to discharge themselves, to rebut that inference, by proving that they joined only for the sake of conformity.(w) (g) Curtis v. Mason, 12 Law Journ. N. S. Chanc. 442 ; see Ex parte Griffin, 2 Gl. & J. 114. (h) Broadburst v. Balguy, N. C. C. 16, 28; Hanbury v. Kirkland, 3 Sim. 265. (i) Aply v. Brewer, Pree. Ch. 173; Harden v. Parsons, 1 Ed. 147; Fellows v. Mitchell, 1 P. Wins. 81 ; Churchill v. Hodson, Id. 241 ; Att.-Gen v. Randell, 7 Bac. Abr. 184 ; Murrell v. Cox, 2 Vern. 570 ; Leigh v. Barry, 3 Atk. 584 ; Ex parte Bel- ehier, Ambl. 219 ; Sadler v. Hobbs, 2 Bro. C. C. 117 ; Terrell v. Mathews, 11 Law Jonrn. N. S. Chanc. 31. (k) Sadler v. Hobbs, 2 Bro. C. C. 114; Scurfield v. Hawes, 3 Bro. C. C. 90; Cham- bers v. Minchin, 7 Ves. 198 ; Brice v. Stokes, 11 Ves. 324 ; Joy v. Campbell, 1 Sen. & Lef. 341 ; Doyle v. Blake, 2 Seh. & Lef. 242 ; Moses v. Levi, 2 Y. & Coll. 359, 367; Terrell v. Mathews, 11 Law Jour. N. S. Chanc. 31. (I) See Chambers v. Minchin, 7 Ves. 199. (to) Terrell v. Mathews, ubi supra ; Hovey v. Blakeman, 4 Ves. 608 ; Chambers v. Minchin, 7 Ves. 197. (n) Chambers v. Minchin, 7 Ves. 186 ; Brice v. Stokes, 11 Ves. 324; sed vide Scur- field v. Hawes, 3 Bro. C. C. 90 ; Harden v. Parsons, 1 Ed. 147. [Monell v. Monell, 5 J. C. R. 294.] (1) In most of the early cases referred to in the text, the liability of a non-acting trustee for the misfeasances of his co-trustee, appears to have been narrowed to a very small compass, but those decisions could not safely be depended upon as authorities at the present day. 1 Ante, note to page 305. 'FOR THE ACTS OF THE OTHERS. 457 If a trustee, who joins in the receipt, have received any part of the money, but it does not appear how much, he ■will be liable for the whole ; for he is to blame for not keeping a distinct account, and the case has been likened to a person throwing his corn or money into another's heap, where the party who occasions the difficulty must bear the loss.(o) A trustee, who had been induced to place the trust property in the hands of his colleague by his representations as to the necessity of that act, will not be exonerated from his liability for the acts of his co-trus- tee, if those representations turn out to have been unfounded, and there was in fact no necessity for the act. For it is a trustee's duty to in- quire into and ascertain the truth. Thus a trustee, who paid the trust funds to his co-trustee on his erroneous representation that the money was wanted for the payment of debts ;(p) or for the purpose of invest- ment ;(q) or of being paid over to the party beneficially interested ;(r) has been held liable for the loss occasioned by the subsequent failure of the co-trustee without applying the money to those purposes. And although the circumstances may be such as at the time to justify a trustee in making over the trust funds to his colleague, yet he will be wholly wanting in his duty if he do not take due precautions to ascer- tain, that they are duly applied by the co-trustee to the required pur- pose : and he will undoubtedly be responsible for any loss, if he leave the property unprotected in the hands of his co-trustee for a longer time than the necessity of the case actually requires. (s) So a trustee will be liable for the loss of a trust fund, which he may have suffered his co-trustee to receive for the purpose of investment, un- less an immediate beneficial investment was in actual contemplation at the *time. For if no such investment was contemplated, the pay- [-#014.-1 ment to the co-trustee was unnecessary, and therefore a breach of trust, (t) If by any private arrangement between the trustees one of them is to have the exclusive management of one part of the trust property, and the other of the remaining part, each will notwithstanding be responsible for the whole, (u) But where the author of the trust himself has invested one of his trustees with a particular authority to the exclusion of the others, as where a testator directed, that one of his trustees by name should sell (0) Fellows v. Mitchell, 1 P. Wins. 90. (p) Shipbrook v. Hinchinbrook, 11 Ves. 252 ; Underwood v. Stevens, 1 Mer. 713 ; Hewett v. Forster, 6 Beav. 259. (g) Hanbury v. Kirkland, 3 Sim. 265 ; Broadhurst v. Balguy, 1 N. C. C. 16. (r) Curtis v. Mason, 12 Law Journ. N. S. Chanc. 442. (s) Curtis v. Mason, ubi supra; and see Bone v. Cooke, 1 M'Clel. 168 ; Gregory v. Gregory, 2 Y. & C. 313 ; Scurfield v. Hawes, 3 Bro. C. C. 91. (t) Brice v. Stokes, 11 Ves. 319; Broadhurst v. Balguy, 1 N. C. C. 16. (u) Gill v. Att.-Gen. Hard. 314; see Fulton v. Gilmour, Rolls, 15 February, 1845, MS. 458 OF THE LIABILITY OF ONE TRUSTEE an estate, the others will not be answerable for any act done by the party so intrusted in the exercise of that power.(a;) And so if it be part of the arrangement between the parties on the creation of the trust, that each of the two truitees shall be answerable for only a moiety of the trust fund, the court will consider the division of the property, and of the consequent liability, to have been a term in the creation of the trust, and will hold each trustee to be liable only in re- spect of the share committed to him.(«/) If co-trustees expressly bind themselves to be answerable for the acts of each other, the court will not relieve them from the consequences of such an arrangement.^) It is the duty of one trustee to protect the trust estate from any mis- feasance by his co-trustee, upon being made aware of the intended act, by obtaining an injunction against him,(a) and if the wrongful act has been already committed, to take measures by suit or otherwise, to compel the restitution of the property and its application in the manner required by the trust.(S) The ordinary clause for the indemnity of trustees, which limits their liability to their own acts, does not apply to breaches of trust of the na- ture discussed in this section, (c) 1 Indeed such a clause appears to be of little or no practical use ; for if the conduct of the trustee be such as not to amount to a breach of trust, he will not be liable for the acts of his colleagues, though there be no such clause in the trust instrument ;(d) and if there be a breach of trust on his part, the clause in question will not apply. (e) The right of the cestui que trust, to charge one trustee for the acts of his colleagues, may be waived by acquiescence ; but this defence should be raised by the trustee's answer, and the fact of acquiescence must be established by sufficient evidence.(/) And where the cestui que trust has entered into any compromise or arrangement with the trustee, by whom the trust fund has been lost, and the rights of the other trustees to be indemnified out of the assets of the P3151 defaulting trustee are varied or affected by that arrangement, the cestui que trust will be held to have waived the remedy, to which he was previously entitled against the other trustees. For instance, where the cestui que trust executes, or authorizes the other trustees to (x) Davis v. Spurling, 1 E. & M. 64. (y) Birls v. Betty, 6 Mad. 90. (a) Leigh v. Barry, 3 Atk. 583. (a) In Re Chertsey Market, 6 Price, 279. (6) E. Powlet v. Herbert, 1 Ves. Jim. 297 ; Franco v. Franco, 3 Ves. 75 ; see Walker v. Symonds, 3 Sw. 71. (c) Mucklow v. Fuller, Jac. 198 ; Williams v. Nixon, 2 Beav. 472. (d) Leigh v. Barry, 3 Atk. 584; see Dawson v. Clark, 18 Ves. 254. (e) Underwood v. Stevens, 1 Mer. 712 ; Hanbury v. Kirkland, 3 Sim. 265 ; Williams v. Nixon, 2 Beav. 472; Mucklow v. Fuller, Jac. 198. (/) Lincoln v. Wright, 4 Beav. 427 ; Brice v. Stokes, 11 Ves. 319. 1 With regard to the effect of the Trustee indemnity clause, see post, 528. FOR THE ACTS OP THE OTHERS. 459 execute, a deed of compromise, as one of the creditors of the defaulting trustee ; and by that deed the other trustees are precluded from putting in force a bond, given by the defaulting trustee for the amount of the trust fund, the cestui que trust could not afterwards proceed against the other trustees for the breach of trust.(^) But to produce this result, the cestui que trust must act with full knowledge of all the circumstances, and of his own rights as against the other trustees. (h) It is almost unnecessary to add, that where a trustee is so far implicated in a breach of trust committed by his co-trustee, that he is compelled to make good to the cestui que trust the loss thus occasioned, although he has not benefited by, or been directly concerned in, the misappropriation of the property, he will be entitled to stand in the place of the cestui que trust as against his co-trustee, and to claim from him, or his estate, the amount which he has thus been compelled to pay.(i) The cases in which one of several trustees, who are liable for a breach of trust, may be sued alone by the cestui que trust, will be the subject of consideration in a future chapter. (k) Where co-trustees are implicated in a joint breach of trust, and the whole amount of the loss is recovered by the cestui que trust from one or more of their number, those trustees who have been compelled to pay may unquestionably enforce an apportionment or contribution from the others by means of a bill filed for that purpose.(Z) *CHAPTER II. [*316] OF THE POWERS AND DUTIES OP TRUSTEES AS BETWEEN THEM AND THE CESTUI QUE TRUSTS. I. Of Trustees of a Dormant Es- Clothed with Active Du- TATE [316]. TIES [328]. II. Of Trustees of an Estate III. Of Trustees of Powers [471]. I.— OF TRUSTEES OF A DORMANT ESTATE. Under this head it is proposed to consider that class of trustees, who have no express active duties to discharge with relation to the trust estate. Such as — 1st, Trustees, in whom a mere dry legal estate is vested. 2d, Trustees, to preserve contingent remainders. 1 And 3d, Trustees of terms of years, attendant on the inheritance. 2 (g) Walker v. Symonds, 1 Sw. 1. {h) Walker v. Symonds, 1 Sw. 1, 73. (i) 1 Sw. 1, 77 ; Lincoln v. Wright, 4 Beav. 427. (k) Post, p. 543. (Z) Wilson v. Goodman [4 Hare, 54]; see Ex parte Shakeshaft, 3 Bro. C. C. 198 ; Knatchbul v. Fearnhead, 3 M. & Cr. 124. ' i Post, 317. 2 Post, 324. 460 OF TRUSTEES OF A DRY LEGAL ESTATE. I. — OF TRUSTEES OF A MERE DRY LEGAL ESTATE. Wherever the person who is equitably entitled to any property, takes absolutely the entire beneficial interest, the person in whom the legal estate is vested for his benefit, may be said to be a mere dry trustee. As, for instance, where the legal estate is vested in A. his heirs and assigns in trust for B. his heirs and assigns. And an estate, not originally a mere dry trust, may become so in the event ; as where a mortgagee in fee is paid off by the mortgagor, but no reconveyance is executed ; or where an equitable estate in fee simple is limited in remainder to B., expectantly, upon the determination of some particular or partial bene- ficial estate, or interest, which is afterwards determined or satisfied. It was at one time not unusual for purchasers to take a conveyance of the legal fee to a dry trustee, as a mode of barring the dowers of their widows. For according to the law previously to the statute 3 & 4 Will, IV, c. 105, no dower attached upon a mere equitable estate of inheri- tance. The law in this respect has been altered by that act, which makes widows dowable out of trust estates. Therefore no such advantage can in future be gained by taking a conveyance in that manner. The powers of a mere dry trustee over the trust estate are very limited, and his duties simple and obvious. At law he is regarded as the real owner, and his name must be used in any action or other proceeding, affecting the title to the property.(a) But in equity the cestui que trust is looked upon as the person really entitled, and the trustee will be re- strained by injunction from using his legal powers otherwise than for the benefit of the cestui que trust.(b) It has been seen, that the dutiess of l"*S17T *^ e *t rustee are principally threefold, in conformity to those of the ancient feoffees to uses. 1st, to permit the cestui que trust to have the beneficial enjoyment of the estate, by receiving the income and other profits arising from it. 2d, To execute such conveyances and dispositions as the cestui que trust may direct. 3d, To defend the title of his cestui que trust in any court of law or equity, or at any rate to suffer his name to be made use of for that purpose.(c) The right of the cestui que trust to require a conveyance or transfer of the legal interest from his trustee, and the duty of the latter to com- ply with such a requisition, have been already discussed at large in a previous chapter, as well as the extent and nature of the liability of the trustee for any expense occasioned by his refusal.(d) The interest of cestui que trusts is to some extent recognized by courts of law in actions by a trustee as the nominal plaintiff; and if the (a) Goodtitle v. Jones, 7 T. B. 47; Wake v. Tinkler, 16 East, 36. [See ante, p. 2T4, note.] (6) Balls v. Strutt, 1 Hare, 146. (c) 1 Cruis. Dig. tit. 12, ch. 4, sect. 6. (<0 Ante, Pt. II, Ch. IV, Sect. 1. OP TRUSTEES TO PRESERVE, ETC. 461 trustee fraudulently release the action without the consent of the party beneficially interested, a plea of such a release •will be set aside.(e) But the defendant, in an action at law brought by a trustee, cannot in that action set ofF a debt due to him from the cestui que trust.(f) A trustee, whose name is used by the cestui que trust as plaintiff in an action at law, may apply to a court of equity in a suit then pending to restrain the cestui que trust from proceeding with the action, until he had given him security for costs. (g) In case of the disability of the cestui que trust by reason of infancy, or mental incapacity, a dry trustee does not acquire any further powers of management or disposition over the trust estate ; nor can he by any act of his alter the nature of the trust property, by changing real estate into personal, or vice versa.Qi) It is a general rule in equity, that no act of the trustee shall prejudice the cestui que trust.(i) To tbis, however, there is one exception ; for if a mere trustee be in actual possession of the estate, and convey it for valuable consideration to a purchaser, who has no notice of the trust, the title of the purchaser will prevail. (A) A mere dry trustee, such as one to preserve contingent remainders, is not incapacitated from dealing with the cestui que trust for the purchase of the trust estate. (I) II. — OE TRUSTEES TO PRESERVE CONTINGENT REMAINDERS. 1 Where an estate was limited by deed or will to a person for life, with an immediate remainder to his children, or other persons, upon their coming into esse, or upon any other contingency, the contingent re- mainders, previously to the recent act, 7 & 8 Vict. c. 76, might have been defeated *before coming into existence, by the forfeiture or r*9iQn alienation of the tenant for life.(w) The inconvenience and injustice which was thus occasioned, led to the invention of the estate of trustees to preserve contingent remainders. An estate was limited to trustees and their heirs during the life of the tenant for-life, in trust to support the contingent remainders after limited from being defeated or destroyed. If, therefore, the estate of the tenant (e) Manning v. Cox, 7 Moore, 617 ; Barker v. Richardson, 1 Y. & J. 362 ; Chit. Contr. 605. [Ante, 274, note (1).] (/) Tucker v. Tucker, 4 B. & Ad. 745. [Ante, p. 274, note y.] (g) Annesley v. Simeon, 4 Mad. 390. [See Tna. Co. v. Smith, 11 Penn. St. R. 12.] (h) Puriam v. Sanders, 7 Bac. Abr. [Uses and Trusts, B.] ; Witter v. Witter, 3 P. Wms, 100. (t) 7 Bac. Abr. [Uses and Trusts, B.] ; 1 Cruis. Dig. Tit. 12, Ch. 4, Sect. 11. (k) Millard's case, 2 Freem. 43 ; see Bovey v. Smith, 1 Vera. 149 ; and see ante, p. 164; post, 510 [and notes]. (I) Parkes v. White, 11 Ves. 226. [See ante, note (1), to page 158.] (m) Archer's case, 1 Rep. 66 ; Chudleigh's case, Id. 120 ; Pearne, Cont. Rem. 290, 7th edit. ; 2 Bl. Comm. 171, 2 ; 1 Mad. Ch. Pr. 618, 3d ed. ; Story Eq. Jur. ) And see Jones v. Morgan, 1 Bro. C. C. 206 ; Wright v. Pearson, Ambl. 358; Garth v. Baldwin, 2 Ves. 646; Deerhurst v. Duke of St. Albans, 5 Mod. 232,277; Douglass v. Congreve, 1 Beav. 59, 71. (q) Britton v. Twining, 3 Mer. 176, 182. (r) Lord Deerhurst v. Duke of St. Albans, 5 Mad. 232, 277 ; S. C. on appeal, sub worn.; Tollemache v. Earl of Coventry, 2 CI. & Fin. 611, and 8 Bligh, N. S. 547. (s) Papillon v. Voice, 2 P. Wms. 471 ; Meure v. Meure, 2 Atk. 265 ; White v. Car- ter, 2 Ed. 366. (t) Leonard v. Earl of Sussex, 2 Vern. 525 ; Stonorv. Curwen, 5 Sim. 264; Burrell v. Crutchley, 15 Ves. 552. (u) Lord Grlenorchy v. Bosville, Ca. Tern. Talb. 3 ; Humberston v. Humberston, 2 Vern. 737. [Edmondson v. Dyson, 2 Kelly, 307 ; Tallman v. Wood, 26 Wend. 9; 6 Paige, 513.] (1) It is extremely difficult to reconcile Lord Hardwicke's decision in Bagshawv. Spencer, 1 Ves. 142, with the principle of these cases. See Fearne, Cont. Bern. 133 to 148; Jervoise v. Duke of Northumberland, 1 J. & W. 572. OF TRUSTEES OP EXECUTORY TRUSTS. 481 clearly an executory trust, 1 and so, it seems, is a devise to a person " to he entailed upon his male heirs. "(x) 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 testa- tor's intentions as far as possible, and the duty of the trustees in such a case is to make as strict a settlement as the law will allow. 3 Therefore, where there *was a devise to a corporation, in trust to convey to r*oo4"i 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 (a) Jervoise v. Duke of Northumberland, 1 J. & W. 559, 72. 1 In Egerton v. Earl Brownlow, 4 House Lords Cases, 1 ; 23 L. J. Ch. 348, a case of very high importance, and discussed with extraordinary learning and ability on all hands, the subject of executory trusts was incidentally involved. There a testator devised all his real estates to trustees and their heirs in trust " by such conveyances as shall be deemed expedient, or counsel shall advise, to convey and assure, settle and limit," the estates "to the several uses upon the trusts, &c, and with, under, and subject to the powers, provisos, limitations, and declarations hereinafter by my will declared, and directed, concerning the same." Then followed a series of limitations, trusts, con- ditions, and provisos, among which was a provision for the determination of an estate limited in tail male, in case the first taker should not within a certain time obtain a par- ticular title of peerage, which provision was decided by the House of Lords to be a con- dition subsequent, and void as against public policy. The portion of the will contain- ing these limitations was all drawn out in the appropriate technical phraseology, with the greatest care, and the minutest accuracy, insomuch that Lord St. Leonards observed that he defied "any real property lawyer to go through this will, and draw a settlement from it so as to alter a single 'word." That distinguished equity Judge accordingly, in his opinion in the case, stated himself to be "clearly of opinion, and as strongly as a man can be upon any point," that there was no executory trust created, but that the trust was to be treated "in all respects as if it had been a series of limitations of the legal estate." He further said with respect to the general doctrine, that " a court of equity considers an executory trust as distinguished from a trust executing itself, and distinguishes the two in this manner, — Has the testator been what is called, and very properly called, his own conveyancer ? Has he left it to the court to make out, from general expressions, what his intention is, or has he so defined that intention, that you have nothing to do, but to take that which he has given to you, and to convert them into legal estates?" 4 H. L. Cas. 210. On this point, Lord Lyndhurstand Lord Broug- ham do not expressly touch, in their opinions, but they discuss the questions arising on the limitations upon the basis of their being purely legal. Lord Truro, on the other hand, said in passing that it was beyond dispute that this was the case of a trust execu- tory in the proper sense of the word, and in this, the Chancellor, p. 59, and Baron Alder- son, p. 103, the only one of the Judges whose opinions bears on the question, apparently agree. 2 See Trevor v. Trevor, 13 Sim. 108 ; 1 H. Lds. Cas. 239 ; White v. Briggs, 15 Sim. 17 ; Boydell v. Golightly, 14 Id. 346 ; Tennent v. Tennent, Drury, 161; Boswell v. Dil- lon, Id. 291; Lewis on Perpetuities, 574, and Suppl. 173. Upon the doctrine of Cy- pres, as applied to perpetuities in general, so as to effectuate the intention of the testator as near as possible — as in the case of limitations to the issue of unborn children of a tenant for life as purchases, by giving an estate in tail to the children, — see Lewis on Perp. 426 ; Suppl. 97, 146 ; Vanderplank v. King, 3 Hare, 5 ; Monypenny v. Dering, 7 Id. 566 ; 2 De G. Macn. & G. 145 ; 16 M. & W. 418. 31 482 OF TRUSTEES OF EXECUTORY TRUSTS. B. for life, and his sons and their sons for their lives in the same man- ner, 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 he directed that all sons already born should take estates for life, with limitation to the unborn sons in tail.(y) So it frequently happens that a testator, in creating an executory trust, makes ^use of expressions, which of themselves have no strict tech- nical operation, and which must therefore receive some definite construc- tion, 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 possession 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 of his family as far as possible.(2) 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 ap- pointment by deed or will. He made his will, in which there was the following expression: "all my landed estate to be attached 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 settlement, 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 pur- chased with the timber money and personal estate, to be settled accord- ingly. In the recent case of Bankes v. Le Despencer,(6) the same principles of construction were applied to an executory trust created by deed. (2/) Humberston v. Humberston, 2 Vern. 737 ; S. C. 1 P. Wms. 332 ; Prec. Ch.455. (2) Woolniore v. Burrows, 1 Sim. 512. [a) 3 Beav. 180, n.; S. C. stated, 10 Sim. 592; [and see Rowland v. Morgan, 13 Jur. 23.] (6) Bankes v. Le Despencer, 10 Sim. 576 ; [11 Sim. 508 ;] see Countess of Lincoln, v. Duke of Newcastle, 12 Ves. 218; Deerhurst v. Duke of St. Albans, 5 Mad. 232; Jervoise v. Duke of Northumberland, 1 J. & W. 569; Blackburn v. Stables, 2 V. & B. 367. [Rowland v. Morgan, 13 Jur. 23.] OE TRUSTEES OF EXECUTORY TRUSTS. 483 There, Thomas, Lord Le Despencer, by deed conveyed real estates to trustees, in trust, after the death of himself and his eldest son, to settle the estates to the use of such persons for such estates and in such man- ner that the same should, so far as the law would permit, be strictly settled, so as to go along with the dignity of Le Despencer, so long as the person ^possessed of the same dignity should be a lineal r^oqc-i descendant of the settlor. It was held by Sir L. Shadwell, V. C, that this was a case in which it was the duty 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, (b) 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 recommendation. Thus in Knight v. Knight,(e) 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 his successors 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 enforced as a trust against the de- visee.^) There is no doubt, but that personal estate may be made the subject of an executory trust, which will be carried into execution in the same manner and to the same extent as that of real estate. (d) 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 creation 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 direction that the property is to be "settled" or "secured" will not prevent the application of this doctrine.(e) 1 (6) Bankes v. Le Despencer, 10 Sim. 576 ; [see the form of settlement finally ap- proved in this case, 11 Sim. 508;] see Countess of Lincoln v. Duke of Newcastle, 12 Ves. 218; Deerhurst v. Duke of St. Albans, 5 Mad. 232 ; Jervoise v. Duke of Nor- thumberland, 1 J. & W. 559 ; Blackburn v. Stables, 2 V. & B. 367. (c) Knight v. Knight, 3 Beav. 148, 177. [Aff'd, 11 CI. & F. 513.] (d) Stonor v. Curwen, 5 Sim. 264. (e) Lord Chatham v. Tothill, 7 Bro. P. C. 453 ; Countess of Lincoln v. Duke of New- castle, 12 Ves. 218; Britton v. Twining, 3 Mer. 176; Deerhurst v. Duke of St. Albans, 5 Mad. 232. [Rowland v. Morgan, 13 Jur. 23.] 1 Int he recent case of Bowland v. Morgan, 13 Jur. 23; 2 Phillips, 763, the Earl of Abergavenny had bequeathed to his son Viscount Neville, and his heirs, Earls of Aber- gavenny, certain chattels, consisting of plate, jewels, and other ornamental articles, to be held as heirlooms, 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 heirlooms in his will, certain other articles of the same description, deposited in a particular locality, should be considered as heirlooms, and he gave the same to his executors as heirlooms in his family, and directed an inventory to be made 484 OF TRUSTEES FOR THE PAYMENT OF In conclusion of this subject, it may be stated generally for the guid- ance of trustees, that where an executory trust arises on marriage 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 him- self distinctly and accurately specified the limitations which are to be in- serted, trustees could seldom or ever be advised to take upon themselves the responsibility of putting a construction on the directions of the testa- tor, 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 him- self to make a particular provision for his wife and children, it will not be competent for the trustees of their own authority to accept any other provision in lieu of that contemplated by the articles ; although they r*Q will be justified in instituting a suit, for the purpose of hring- L -■ ing the propriety of such a substitution before the court.(/) II. — OF TRUSTEES FOR THE PAYMENT OF DEBTS. 1st. Where the Trust is created by Deed — 2d. Where bt a Devise for Payment of Debts. 1st. Of Trustees for the Payment of Debts, where the Trust is created by Deed. A conveyance or assignment of real or personal estate to trustees, in trust, for the payment of the debts of the grantor, is of very frequent occurrence, and such a trust may either be limited to the payment 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 (/) Cooke v. Fryer, Vice-Chancellor Wigram, 19th November, 1844, MS. {a) Page v. Broom, 4 Russ. 6. [See Cooper v. Whitney, 3 Hill, 95.] 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 accordance with the text, that the chattels had become the absolute property of Viscount Nevillle 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 Hardwicke, in Gower v. Grosvenor, 3 Barn. 54 ; 5 Madd. 337 ; and Trafford v. Trafiford, 3 Atk. 347 ; and that, though these last decisions were overruled in Foley v. Burnell, 1 Bro. C. C. 274; 4 Br. P. C. 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 Row- land 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, therefore, ever arise in the United States, it may per- haps be still considered an open one. See 2 Kent's Comm. 253, &c. j 4 Id. 279. DEBTS UNDER A DEED. 485 schedule annexed to it.(J) 1 Or the trust may be extended 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 ;(<#) 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,(#) or according to a certain composition or proportion fixed by the deed. (A) 2 (6) Walwyn v. Coutts, 3 Mer. "707 ; S. C. 3 Sim. 14; Garrard v. Lord Lauderdale, 3 Sim. 1 ; Purefoy v. Purefoy, 1 Vern. 28 ; Shirley v. Earl Ferrers, 1 Bro. 0. C. 41 ; Hamilton v. Houghton, 2 Bligh, 169 ; Boazman v. Johnston, 3 Sim. 377. (c) Barwell v. Parker, 2 Ves. 364 ; Acton v. Woodgate, 2 M. & K. 492 ; Hinde v. Blake, 3 Beav. 234; Carr v. Countess of Burlington, 1 P.Wms. 228. (d) Duneh v. Kent, 1 Vern. 260 ; Spottiswoode v. Stockdale, Coop. 102 ; Garrard v. Lord Lauderdale, 3 Sim. 1 ; Ex parte Richardson, 14 Ves. 184. (e) Carr v. Countess of Burlington, 1 P. Wms. 228 ; Acton v. Woodgate, 2 M. & K. 492 ; Hamilton v. Houghton, 2 Bligh, 169. (/) Purefoy v. Purefoy, 1 Vern. 28; Walwyn v. Coutts, 3 Mer. 707 ; 3 Sim. 14; Garrard v. Lauderdale, 3 Sim. 1. (g) Carr v. Countess of Burlington, 1 P. Wms. 228 ; Acton v. Woodgate, 2 M. & K. 492 ; Hamilton v. Houghton, 2 Bligh, 169. (h) Stephenson v. Hayward, Prec. Ch. 310 ; Constantein v. Bleache, 1 Cox, 287 ; Tatlock v. Smith, 6 Bingh. 339. 1 But in Manufacturers and Mechanics Bank v. Bank of Pennsylvania, 1 W. & S. 335, it was held that a mortgage, limited to a trustee, with power to sell for the pay- ment 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. 2 Assignments for the benefit of creditors, though containing preferences, are in gene- ral held valid in the United States, where not interfering with the policy of a bankrupt law or other statutory regulation. Brashear v. West, 7 Pet. 609 ; Lippincott v. Barker, 2 Binn. 174; Wilkes v. Ferris, 5 John. R. 335; Rankin v. Lodor, 21 Alab. 380 ; 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 Hamp- shire, and Connecticut, preferences are abolished, and the trust enures to the benefit of all the creditors. 1 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 resulting trust for the grantor: Grover v. Wakeman, 11 Wend. 187; Goodrich v. Downs, 6 Hill's N. Y. 438; Robins v. Embry, 1 Sm. & M. Ch. 208 ; Atkinson v. Jordan, 5 Ohio, 293 ; Hafner v. Irwin, 1 Ired. Law, 490 ; Brown v. Knox, 6 Mis. 302 ; Pearson v. Crosby, 23 Maine, 261 ; 1 Am. Lead. Cases, 95 ; Ingraham v. Wheeler, 6 Conn. 277; Howell v. Edgar, 3 Scamm. 417; Swearingen v. Slicer, 5 Miss. 241; The Watchman, Ware,. 232; 1 Am. Lead. Cases, 95 ; see Goddard v. Hapgood, 25 Verm. 351 ; Green v. Trieber, 3 Maryl. 13 ; so, where preferences are given : Grover v. Wakeman, Robins v. Embry, 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 j Skipwith's Exr. v. Cunningham, 8 Leigh, 272 ; Le Prince v. Guillemot, 1 Rich. Eq. 187 ; Brashear v. West, 7 Pet. 609 ; Halsey v. Whitney, 4 Mason, 207 ; Borden v. Sumner, 4 Pick. 265 ; Green v. Trieber, 3 Maryl. 1 1 ; 1 Am. Lead. Cases, 84. In Penn- sylvania, 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 terms pass 486 OF 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) and bind- (1) A conveyance by deed for the payment of debts generally was not within the Statute of Fraudulent Devises (3 W. & M. c. 14), although the rights of specialty creditors might thus be prejudiced in favor of those by simple contract. Parslowv. 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 application of the rece'nt 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 within the statute, 13 Eliz. c. 5, for avoiding alienations of property made in fraud of creditors. Estwich v. Cailland, 5 T. R. 424 ; Meux v. Howell, 4 East, 9. [Wilt v. Franklin, 1 Binn. 514 ; and cases cited in note to Thomas v. Jenks, 1 Am. Lead. Cases, 80.] Although such a conveyance will be void under that statute, if it be attended by fraudulent circumstances, as where the conveying party remains in 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 re- tained by the assignor, though a strong circumstance of evidence of fraud, may be rebutted, and the assignment supported. Eastwood v. Brown, 1 R. & M. 312 ; Hoff- man v. Pitt, 5 Esp. 25 ; Benton v. Thornhill, 7 Taunt. 149 ; Manton v. Moore, 7 T. R. 70. [In New York, retention of possession by the assignor of property assigned for the benefit of creditors, makes 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. Wil- liams, 1 Carter, 405. In other States, however, it is not in itself fraudulent, where befo^ the time 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. Cov- ington, 2 B. Monr. 357 ; Ravisies v. Alston, 5 Alab. 297 ; Barker v. Hall, 13 N. H. 298 ; Darwin v. Handley, 3 Yerg. 502 ; Dewey v. Littlejohn, 2 Ired. Eq. 495 ; Hardy v. Skinner, 9 Ired. Law, 191 ; Shackelford v. P. & M. Bank, 22 Alab. 238; see Lock- hart v. Wyatt, 10 Alab. '231. In Connecticut, under the statute of 1828, where its requisitions have been complied 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. Tuller, 14 Conn. 530 ; Strong v. Carrier, 17 Conn. 329. Other- wise, if such provisions have not been complied with : Peck v. Whiting, 21 Conn. 206. So, in Pennsylvania, under the Act of 1836. Fitler v. Maitland, 5 W..& S. 307 ; Dal- lam v. Fitler, 6 Id. 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 preference ; 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 property 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. all the debtor's property, or by which any benefit is stipulated to him, renders the whole fraudulent and yoid. Seaving v. Brinkerhoff, 5 J. C. R. 329 ; Skipwith v. Cunningham, 8 Leigh, 272; Thomas v. Jenks, 5 Rawle, 221 ; Hennessy v. Western Bank, 6 Watts & Serg. 301 ; Green v. Trieber, 3 Maryl. 11 ; Sangston v. Gaither, Id. 41. 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 express statutes regulating the subject, which it would be impossible to give in detail here. DEBTS UNDER A DEED. 487 ing *on all the parties ;{i) and the court will interfere by injunc- r* 007-1 tion to restrain the commission of any act by ■which the arrange- ment 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) 1 However, it has been decided, that where there is a voluntary convey- ance 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 execu- tion, 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 trustees. (m) 2 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 trus- tees to the creditors of the creation of such a trust, would defeat 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 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 posses- sion of the property ; and Lord Langdale, M. R., in overruling the de- murrer 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 creditors 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 binding in equity, (q) (i) Small v. Marwood, 9 B. & Cr. 300. (A;) Ex parte Sadler, 15 Vea. 52; Mackenzie v. Mackenzie, 16 Ves. 372; Spottis- woode v. Stockdale, Coop. 102. (1) Stephenson v. Hayward, Prec. Chan. 310. [Le Prince v. Guillemot, 1 Rich. Eq. 220.] (m) Walwyn v. Coutts, 3 Mer. 707 ; 3 Sim. 14 ; Page v. Broom, 4 Buss. 6 ; Garrard v. Lauderdale, 3 Sim. 1 ; S. C. 2 R. & M. 451 : Acton v. Woodgate, 2 M. & K. 492 ; see Bill v. Cureton, 2 M. & K. 511. (n)2 M. & K. 495. (0) 3 Sim. 13. (p) Hinde v. Blake, 3 Beav. 234. (q) Spottiswoode v. Stockdale, Coop. 102 ; and see Dunch v. Kent, 1 Vern. 260. 1 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. Guillemot, 1 Rich. Eq. 220 ; Bank of U. S. v. Comm. 17 Penn. St. R. 400 ; Trotter v. Williamson, 6 Monr. 39 ; see Rice v. Catlin, 14 Pick. 231 ; New England Bank v. Lewis, 8 Pick. 113. 2 But see ante, note to page 83. 488 OF TRUSTEES FOR THE PAYMENT OF 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 proviso, 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 become parties to it, it seems that even in equity no creditor who has not executed the r*WRl *d e ?d, will have any right to enforce its provisions.(s) 1 How- ever, in a late case in Ireland it was held, by Sir E. Sugden, L. C, that it is not absolutely necessary that every creditor seeking the benefit of a trust deed made by the debtor, should actually subscribe the deed f 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 inconsistent with its provisions, it will deprive him of all advantage under it.(t) 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 (»■) Small v. Marwood, 9 B. & Cr. 360 ; see Good v. Cheesman, 2 B. & Ad. 328. (s) Garrard v. Lord Lauderdale, 3 Sim. 13 ; see Balfour v. Welland, 16 Ves. 151, 157. (t) Field v. Lord Donoughmore, 1 Dr. & Warren, 227. * The doctrine of the American cases on this subject appears to be that -where a trust is created for the benefit of third persons without their knowledge, they may, as soon as they have notice of it, affirm 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. Cas. 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 Lauderdale, 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 conform- able to the French law. Toullier, Droit Civil, liv. 3, c. 2, n. 150. In the case of an assignment 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. Mar- bury, 11 Wheaton, 97 ; Gray v. Hill, 10 Serg. & Rawle, 436 ; Halsey v. Whitney, 4 Mason, 206. The assent of absent persons to an assignment 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, 244; De Forest v. Bacon, 2 Conn. Rep. 633 — T. [Rankin v. Lodor, 21 Alab. 380 ; unless where its object be to postpone the payment of the debts when the assent of all is necessary : Ibid. See ante, p. 83, and note ; and Burrill on Assignments, p. 280, 306.] 2 See also Simmonds v. Palles, 2 Jones & Lat. 489 ; Griffits v. Ricketts, 7 Hare, 307 ; Harland v. Binks, 15 Q. B. 713 ; Seggers v. Evans, 19 Jur. 951 ; 24 L. J. Q. B. 705; Nicholson v. Tuton, 19 Jurist, 1201. But in Forbes v. Lemond, 4 De G. Macn. & G. 298, while the principle of these decisions was admitted, it was held, that the creditor must have put himself in the same situation with regard to the debtor, as though he had actually executed the deed, in order to be considered as having acceded to a composi- tion. DEBTS UNDER A DEED. 489 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 ftecution of the trust ; and the decree ought to direct an account and payment of all the debts ; and a decree for the pay- ment of the plaintiff's debt only is erroneous.^) 1 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 decree taken in their absence cannot be sustained. (y) But the heir of the grantor need not be made a party to the suit, unless he be entitled to the surplus ; though it is otherwise with regard to a trust created by will.(s) 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 trus- tees are bound to follow the directions of the deed ; and if by the terms of the trust any particular debts are to have preference or priority, they (m) Atherton v. Worth, 1 Dick, 375. (a:) Hamilton v. Houghton, 2 Bligh, 169, 187. (y) Hamilton v. Houghton, ubi supra ; but see Eouth v. Kinder, 3 Sw. 14-4, n. (z) Harris v. Ingledew, 3 P. Wms. 93. (a) Carr v. Countess of Burlington, 1 P. Wms. 229 ; Boazman v. Johnston, 3 Sim. 381, 2. 1 McDougald v. Dougherty, 11 Geo. 570 ; Wakeman v. Grover, 4 Paige, 24 ; Russell v. Lasher, 4 Barb. S. C. 233; Bryant 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. 57. So where the bill is for impeach- ing 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. Atkin- son v. Jordan, Wright, 247. So in New York, under the Revised Statutes. Corning v. White, 2 Paige, 567 ; Burrall 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 according to their legal rank. Gracey v. Davis, 3 Strobh. Eq. 58 ; Austen v. Bell, 20 John. 442 ; McDermutt v. Strong, 4 J. C. R. 687 ; McMeekin v. Edmonds, 1 -Hill's Eq. 293. But this depends upon dili- gence at law; equity will, otherwise, distribute the assets pari passu; Cod wise v. Gels- ton, 10 Johns. R. 519 ; and, therefore, a creditor obtaining judgment after the assigned property has been sold, has no priority on the fund. Le Prince v. Guillemott, 1 Rich- ardson's Eq. 220 ; Gracey v. Davis, ut supr. Where a bill had been filed by the repre- sentatives 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 plaintiff that the creditor had been satisfied, it was held that the trustee could not set up the defence of want of proper parties. Mumford v. Murray, 6 J. C. R. 1. Where the assignment expressly 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. An- drews, 21 Pickering, 532. 490 OF TRUSTEES FOR THE PAYMENT OF p^qqq-i 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 thei* 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) 1 However, if no preference be g^Ven by the deed to any one debt, and a fortiori if there be an express direction, that all the debts are to be paid equally, the trust fund must be applied pari passu, in or towards the discharge of all the debts without distinction, as well those by simple contract, as by specialty.(d) 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 by its provisions. 2 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. con- (&) See Garrard v. Lauderdale, 3 Sim. 1 ; Douglas v. Allen, 2 Dr. & W. 213. [As to preferences in assignments, see Notes to Thomas v. Jenks, 1 Am. Lead. Cas. Eq. 89.] (c) Pearce v. Slocombe, 3 Y. & C. 84. (d) Carr v. Burlington, 1 P. Wms. 228 ; Boazman v. Johnston, 3 Sim. 377, 882 ; see Anon. 3 Ch. Ca. 54 ; Child v. Stephens, 1 Vera. 102 ; Wolestoncroft v. Long, 1 Ch. Ca. 32 ; Hamilton v. Houghton, ubi supra. 1 The general rule with regard to assignments by partners 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. In Jackson v. Giornell, 1 Sandf. Ch. 348, it was held that a general assign- ment of his separate property made by an insolvent partner, which preferred firm cre- ditors 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 v. Schoonmaker, 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 separate or joint creditors, at the pleasure of the partners, ex- cept where the separate estate of one was applied to pay the separate debts of the other. In the case of a limited partnership, it is provided by the statute, that any preference whatever, will avoid the assignment. See Mills v. Argall, 6 Paige, 577. But an express provision in an assignment by an ordinary partnership, which does not in substancego 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 assignment, 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 he had real estate. Hennessy v. Western Bank, 6 W. & S. 300. A general assignment by one partner will not pass any control over the partnership effects. Moddewell v. Kee- ver, 8 W. & S. 63. So an assignment in general terms by the only general partner in a limited partnership, of all his property, will not pass the firm assets. Merritt v. Wilson, 29 Maine, 58. 2 Codwise v. Gelston, 10 John. 517 ; Hays v. Heidleberg, 9 Barr, 203. But in gene- ral, a creditor who has received a benefit under an assignment, cannot afterwards im- peach it, but must comply with its provisions. Adlum v. Yard, 1 Rawle, 163 ; Pratt v. Adams, 7 Paige, 615 ; Burrows v. Jennings, 7 Mis. 424 ; Jewett v. Woodward, 1 Bdw. Ch. 195; Lanahan v. Latrobe, 7 Maryl. 268. DEBTS UNDER A DEED. 491 veyed lands to trustees in trust, after his death, to pay the debts mentioned in the schedule to the deed annexed, amounting in all to 6400L, and A. contracted debts subsequently to the execution 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, marshal his assets as between the creditors ; although some of them may have another fund to resort to, in addition to that created 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 prefer- ence of one debt before another. After the Earl's death his bond credi- tors 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 bene- fit 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 debt shall have preference, applied only to their satisfaction out of the trust term.(/) This decision was questioned by Lord Hardwicke on two occasions ;{g) but the modern case of Boazman v. Johnston,(A) 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 been decided on the autho- r^o^Q-i rity of that case. There a husband and wife assigned a bene- ficial lease, their joint property, to trustees, to sell and pay certain debts of the husband, some of which were secured by his bonds, and others by mortgages of his estates, and at the same time the husband by another deed conveyed those mortgaged estates, in trust, after the death of him- self and his wife, to be sold for the benefit of their children. Upon the death of their parents the children instituted a suit to have the trusts of these deeds carried into execution. By the decree the beneficial lease was ordered to be sold, but the proceeds of the sale proved to be insuffi- cient 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, (e) Purefoy v. Purefoy, 1 Vern. 28 ; and see Loddington v. Kime, 3 Lev. 433 ; [Pratt v. Adams, 7 Paige, 615 ; see Stoddart v." Allen, 1 Rawle, 258.] (/) Carr v. Countess of Burlington, 1 P. Wms. 228. (g) Barwell v. Parker, 2 Ves. 364; Lloyd v. Williams, 2 Atk. 110. (/*) 3 Sim. 377. 492 OF TRUSTEES FOR THE PAYMENT OF whether the bond creditors had not a right to throw the mortgagees upon the estates comprised in the mortgages, at any rate to the extent of the deficiency of the proceeds of the leasehold to pay the bond debts in full ; but it was held by the Vice-Chancellor, that the bond creditors were not entitled to more than was given by the trust deed, and conse- quently 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.(a) 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 ; l 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.(A) Where, by the terms of the trust deed, no creditors are to be paid tinder its provisions, until their claims have been investigated and allowed by the trustees, a creditor can claim no benefit under the deed, and can- not apply to the court to enforce its performance, until he has submitted his debt to the trustees for their investigation, or 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 reject or allow the claims of all lawful creditors, the court cannot on the applica- tion of any creditor interfere with them in the exercise of that discre- tion.^) However, the court will be reluctant 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 negative the existence of such a power. (w) s (i) Boazman v. Johnston, 3 Sim. 382. (k) Dunch v. Kent, 1 Vera. 260; and see Spottiswoode v. Stockdale, Coop. 102. (Z) Wain v. E. of Bgmont, 3 M. & K. 445. (m) 3 M. & K. 448. (n) See 3 M. & K. 448 ; and Nunn v. Wilsmore, 8 T. R. 521. 1 Tennant v. Stoney, 1 Rich. Eq. 222 ; Hosack v. Rogers, 6 Paige, 415 ; see De Caters v. Le Ray de Chaumont, 2 Paige, 490 ; Nicholson v. Tuton, 19 Jurist, 1201 ; see Watson v. Knight, 19 Beav. 369 ; but contra, Phoenix Bank v. Sullivan, 9 Pick. 410 j Pierpont v. Graham, 4 Wash. C. C. 232 ; Stoddart v. Allen, 1 Rawle, 258 ; Dedham Bank v. Richards, 2 Metcalf, 105. 2 The preference of a fictitious debt renders an assignment void. Irwin v. Keen, 3 Whart. 347 ; Webb v. Daggett, 2 Barb. S. C. 10. A general provision for the payment of debts in an assignment, will not include debts founded on a usurious consideration. Pratt v. Adams, 1 Page, 617 ; Beach v. Fulton Bank, 3 Wend. 584. Where, however, such debts are specifically provided for, it was held, in Green v. Morse, 4 Barb. S. C. 332, and Pratt v.. Adams, 1 Paige, 641, that the assignees cannot refuse to pay them. But in Morse v. 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 assign- ment, 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 DEBTS UNDER A DEED. 493 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 repre- sented to have declared, that by the creation of the trust term for the *payment of debts the simple contract debts became as debts due r*Q4.-n by mortgage, and consequently 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 Hard- wicke, although dissenting 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 payment 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 will make these, though simple contract debts, carry interest."^ 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 trust by deed for the payment of debts, though scheduled, will not make them bear inte- rest, 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 with all arrears of interest up to the time of payment. 1 But in the case (o) 1 P. Wms. 229 ; and see Bottomley v. Fairfax, 1 P. Wins. 334 ; Maxwell v. Wettenhall, 2 P. Wms. 27 ; Lloyd v. Williams, 2 Atk. 111. (p) 2 Ves. 364. (q) Stewart v. Noble, Vern. & Scriv. 528 ; and see Creuze v. Hunter, 2 Ves. Jun. 157; 4 Bro. C. C. 316 ; Tait v. Northwick, 4 Ves. 618. (r) Shirley v. B. Ferrers, 1 Bro. C. C. 41 ; Hamilton v. Houghton, 2 Bligh, 169. (*) Hamilton v. Houghton, 2 Bligh, 18T ; and see Tait v. Lord Northwick, 4 Ves. 618. (t) See Hamilton v. Houghton, 2 Bligh, 184 ; Bath v. Bradford, 2 Ves. 588 ; Stewart v. Noble, Vern. & Scriv. 536. trustees : Pratt v. Adams, see Green v. Morse, ut supr. ; though this was doubted in the latter case. In an opinion of Chancellor Kent, printed in 6 Hump. 532, it was said by that 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 does not 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. 1 In Bryant v. Russell, 23 Pick. 508, it was held that in an assignment 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 Pieseh's Estate, March, 1853, the Supreme Court of Pennsylvania ruled, that where certain notes were preferred in an assignment, the preference extended to principal only, and not to interest. But see Winslow v. Ancrum, 1 McCord Ch. 100. As to insolvent assignments, see Matter of Murray, 6 Paige, 204; Pritchett v. Newbold, Saxton, 571. 494 OF TRUSTEES FOR THE PAYMENT OF - of bond debts, the creditors will not be entitled to receive more for prin- cipal and interest than the amount of the penalty secured.(w) 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 respective debts at four per cent., as interest was actually made from their fund. (a;) It is settled, that a general devise or charge by will for the payment of debts out of real estate, will prevent the Statute of Limitations from running against such debts as are not barred at the time when the will comes into operation, viz., the death of the testator ;(«/)* although a debt upon which the Statute of Limitations has already taken effect at the time of the testator's death, will not be revived by such a direction.(z) The principles of these decisions is, that the Statute of Limitations does not run against a trust, and it applies equally to a trust created by deed for the payment of debts, and whether the property subjected to trust consists of real or personal estate. Upon principle, therefore, it may unquestionably be laid down (although the point does not appear to have been directly decided), that a trust, created by deed for the pay- ment of debts generally, will prevent the operation of the Statute of Limitations upon all debts, which are not barred at the time of the exe- r* 34.91 cut ' on °f the *deed; although such a trust will not revive any *- ■* debt, the right to recover which may have been previously lost by the effluxion of time. (a) 3 An assignment or conveyance in trust for the payment of debts usually specifies the mode of raising the money for the purposes of the trust, by directing the sale or mortgage of the property by the trustees for that purpose. However, in the absence of any such express 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 (w) Anon. 1 Salk. 154; Burke v. Jones, 2 V. & B. 284; Hughes v. Wynne, Hi K. 20. (a) Pearce v. Sloeombe, 3 Y. & Coll. 84. (y) Fergus v. Gore, 1 Sch. & Lef. 10? ; Hargreaves v. Mitchell, 6 Mad. 326 ; . Hughes v. Wynne, T. & R. 307 ; Crallan v. Oughton, 3 Beav. 1. [But see Story Eq. \ 154, n.] (2) Burke v. Jones, 2 V. & B. 275. (a) See Burke v. Jones, 2 V. & B. 281, 2. 1 See post, p. 356, note. 1 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 assignment (Christy v. Plemington, 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 debt may be barred at law, the creditors may nevertheless enforce the trust deed in equity. Gary v. May, 16 Ohio, 66. DEBTS UNDER A DEED. 495 of the parties is to be pursued, as much as in cases of wills.(J) 1 Thus on one occasion it was held, that a conveyance of lands to the use of trustees and their heirs, until they had raised by sales and -profits suffi- cient to pay the scheduled debts, authorized a mortgage by the trus- tees.^) 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,(<2) or to see to the applica- tion of the purchase-money ; and in case of any misappropriation of the trust fund, the creditors must seek their remedy against the trustees.(e)(l) 2 (6) Sheldon v. Dormer, 2 Vern. 310 ; and see Ivy v. Gilbert, 2 P. Wms. 13 ; Mills v. Banks, 3 P. Wms. 1 ; Shrewsbury v. Shrewsbury, 1 Ves. Jun. 234 ; see Allen v. Backhouse, 2 V. & B. 65 ; "Wilson v. Halliley, 1 R. & M. 590; 1 Sugd. Pow. 116, et seq. 6th ed.; et vide post, next section. (c) Spalding v. Shalmer, 1 Vern. 301 ; and see Ball v. Harris, 8 Sim. 485. [See Stroughill v. Anstey, 1 De G. Mac. & G. 635.] (d) Johnson v. Kennett, 3 M. & K. 631 ; Shaw v. Borrer, 1 Keen, 559 ; Eland v. Eland, 4 M. & Cr. 428; Forbes v. Peacock, 11 Sim. 152, 160. [See Doe v. Hughes, 6 Excheq. 223.] Page v. Adam, 4 Beav. 269 ; vide post, [p. 342, 363, 5,06, and note.] (e) Shaw v. Borrer, 1 Keen, 559; Culpepper v. Aston, 2 Ch. Ca. 115; Anon. Salk. 153; Dunch v. Kent, 1 Vern. 260; Jenkins v. Hiles, 6 Ves. 654, n.; Williamson v. Curtis, 3 Bro. C. C. 96 ; Doran v. Wiltshire, 3 Sw. 699, 701 ; 2 Sugd. V. & P. 32, et seq. 9th ed.; Jones v. Price, 11 Sim. 558; Glyn v. Locke, 3 Dr. & W. 11. (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 trastees ; for the 1 A power to sell and convey is necessarily implied on » conveyance for the payment of debts, Williams v. Otey, 8 Humph. 563 ; Goodrich v. Proctor, 1 Gray, 567. In a deed of trust for payment of debts, a power to sell can only be exercised under the cir- cumstances 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. Mundy v. Vawter, 3 Grattan, 518. In Linton v. 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. Hawkins, 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 v. Crook- shank, 1 Whart. Dig. 6th ed. Debtor and Creditor, pi. 370 ; see post, 355, and 371, and notes. In Planck v. Schermerhorn, 3 Barb. Ch. 644 ; it was held that a clause in an assign- ment empowering the assignee to mortgage or lease the assigned estate, is void as to creditors. 2 Williams v. Otey, 8 Humph. 568 ; Garnett v. Macon, 2 Brocken. 185 ; 6 Call. 308 ; 496 OF TRUSTEES FOR THE PAYMENT OF 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 mentioned in the deed,(/) or of the debts specified in the schedule.(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 the power of giving dis- charges 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 Wra. Grant on general r*34R1 g roun< ^ s expressed *his strong disapprobation of the doctrine, that a purchaser was bound to see to the application of the money, because the debts were scheduled. (i) So an express clause, giving the trustees power to give receipts, and declaring that the purchaser shall not be bound to see to the application (/) Doran v. Wiltshire, 3 Sw. 701 ; Elliot v. Merriman, Barn. 78 ; and 1 Keen, 573 ; stated, S. C. 2 Atk. 41. (g) Spalding v. Shalmer, 1 Vern. 301 ; Lloyd v. Baldwin, 1 Ves. 173. (h) Balfour v. Welland, 17 Ves. 151 ; and see Doran v. Wiltshire, 3 Sw. 699. [See Dalzell v. Crawford, 1 Pars. Eq. 57.] (i) 16 Ves. 156. decree reduced it to as much certainty as a schedule of the debts : Lloyd v. Balwin, 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. 386 r Coombs v. Jordan, 3 Bland. 284.] Grant v. Hook, 13 S. & R. 259 ; Brueh v. Lantz, 2 Rawle, 392 ; Hannum v. Spear, 1 Yeates, 553 ; 2 Dall. 291 ; Cadbury v. Duval, 10 Barr, 267 ; Dalzell v. Crawford, 1 Pars. Eq. 57 ; Hauser v. Shore, 5 Ired. Eq. 357 ; Gardner v. Gardner, 13 Pick. 393; Goodrich v. Proctor, 1 Gray, 567; Sims v. Lively, 14 B. Monr. 433; Robinson v. Lowater, 17 Beavan, 601; 5 De G. Macn. & G. 277; see Lining v. Peyton, 2 Desaus. 378; Redheimer v. Pyron, 1 Spear's Eq. 141 ; Lock v. Lomas, 21 Law J. Chanc. 503. When, however, the trust i3 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. ; Duffy v. Calvert, 6 Gill. 487 ; Wormley v. Wormley, 8 Wheat. 422 ; though see the remarks of the American editor in notes to Elliott v. Merryman, 1 Lead. Cas. Eq. 75, as to devises for payment of debts. If there be collusion, 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 ; Garnett v. Macon, ut supr. ; see Redheimer v. 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 application of the purchase-money, where the power to sell has been properly exercised, will not affect the purchaser's title at law : D'Oyley v. Loveland, 1 Strobh. Law. 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 v. Pyron, 1 Spear's Eq. 141 ; Rutledge v. Smith,' 1 Busbee Eq. 283 ; notes to Elliott v. Merryman, ut supr. ; see Stroughill'v. Anstey, 1 De G. Macn. & G. 635 ; see also post, 363, and note; and as to purchasers from executors, of personalty, ante, 166, and note. DEBTS UNDER A DEED. 497 of the money, would clearly exonerate him from that liability even with regard to scheduled debts. (A)(1) ' 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. (I) It was laid down on one occasion by Lord El don, that if the purchase 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 applica- tion of the money, though the trust were for the payment of debts gene- rally.^) And this follows from the principle discussed in a preceding chapter, as to the effect of an unauthorized conveyance of the trust estate by a trustee. (n) 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 execution of the trust.(o) However, in such a case the trustees have no power, analo- gous to that of executors, of preferring their own debts, but they must apply the trust fund in discharge of all the debts equally without dis- tinction,^) unless indeed by the terms of the deed itself a' priority is given to their own or any other debt.(^) 1 (k) Binks v. Lord Rokeby, 2 Mad. 227, 339 ; and see Roper v. Halifax, 2 Sugd. Pow. 501, App. 3 ; Jones v. Price, 11 Sim. 557. (1) Culpepper v. Aston, 2 Ch. Ca. 115 ; Spalding v. Shalmer, 1 Vera. 301. [See post, 480, and note.] (m) Braybroke v. Inskip, 1 Ves. 417. (?i) Ante, p. 175. (0) See Balfour v. Welland, 16 Ves. 151 ; Boazman v. Johnston, 3 Sim. 377 ; Acton v. "Woodgate, 2 M. & K. 492 ; [Siggers v. Evans, stated, ante, 83, note.] (p) Boazman v. Johnston, 3 Sim. 382 ; Anon. 2 Ch. Ca. 54 ; Child v. Stephens, 1 Eq. Ca. Abr. 141 ; S. C. 1 Vern. 102 ; see 65, n. (2) [post, 359]. (g) Garrard v. Lord Lauderdale, 3 Sim. 1. (1) The recent act (7 & 8 Vict. c. 76) has made a material alteration in the law re- specting the liability of purchasers paying money to trustees. The 10th section of that act provides, " That the bona 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 pur- pose, shall effectually discharge the person paying the same from seeing to the applica- tion or being answerable for the misapplication 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 remainders) to any estate, right, or interest created before the 1st of January, 1845. But see this subject further considered, post, Ch. Ill, of this Division. [The Act of the 7 & 8 Vict. c. 76, above stated, was repealed by the 8 & 9 Viet c. 106, g 1.] 1 Harrison v. Mock, 10 Alab. 185 ; Miles v. Bacon, 4 J. J. Marsh. 468. And the fact that the trustee is a bona fide creditor, ignorant of any intended fraud, will not prevent the court from declaring an assignment, designed to delay other creditors, void. Rath- bun v. Platner, 18 Barb. 272. 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 op- posed to his cestui que trust, or principal, did not apply to the case of a bona fide creditor who became so prior to the assumption of his fiduciary character ; and, there- fore, that such a trustee might purchase a judgment against his cestui que trust. 32 498 OP TRUSTEES FOR THE PAYMENT OP A trust deed for the payment of debts is favorably regarded in equity, and it will be supported, if possible, notwithstanding any technical infor- mality which may invalidate it at law.(r) For instance, where a party, with power of leasing in possession, granted a lease to commence in fu- turo, 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 pay- ing 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 r*344T tne * trustee >(*) *>ut, on the principle that has just been stated, L J 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. Ill, c. 98), which restricts the period for which the income of pro- perty may be accumulated. If there be any residue of the trust estate after payment of the debts, the surplus will remain vested in the trustee for the benefit of the gran- tor.^) 1 Trustees of a creditor's deed have no power to compromise suits respecting the estate without an express authority, which must be either contained in the deed, or conferred upon them at a meeting of the cre- ditors. 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;) 2 (r) See Duneh v. Kent, 1 Vern. 260 ; Spottiswoode v. Stockdale, Coop. 102. [But see in the United States, notes to Thomas v. Jenks, 1 Am. Lead. Cases, 78, &c] (s) Pollard v. Greenville, 1 Ch. Ca. 10. (/) Lord Paget's Case, 1 Leon. 194; 4 Cruis. Dig. tit. 32, ch. 9, s. 25, 6. (u) 3 P. "Wins. 251, n. (A.) ; Poole v. Pass, 1 Beav. 600. (x) Shepherd v. Towgood, 1 T. & R. 379, 390. 1 Dubose v. Dubose, 7 Alab. 235 ; Hall v. Denison, 17 Verm. 311 ; Rahn v. McElrafh, 6 Watts, 151. As to whether an express reservation of the surplus will avoid an as- signment, 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. Bucknam, 2 Pairf. 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. Morton, 8 Dana, 247; Wright v. Henderson, 7 How. Miss. 539. 2 A power given to the assignees to compound with creditors makes an assignment void. Wakeman 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. ffi M. Ch. 207 ; Bellows v. Patridge, 19 Barb. 176, see Meacham v. Sternes, 9 Paige, 398. Trustees in general have no power to sell on credit; Swoyer's Appeal, 5 Ban, 379; Nicholson v. Leavitt, 2 Selden,-510'; Estate of Davis, 5 Wharton, 530 ; and a provision in an assignment authorizing them to do so would invalidate it. Nicholson v. Leavitt; Kellogg v.Slauson, 1 Kernan, 305; Am. Exch. Bank v. Inloes, 7 Maryl. 380; contra DEBTS UNDER A WILL. 499 And the trustees will not be justified in committing the entire man- agement of the property to an agent, although they are empowered 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 accounts and vouchers are in the possession of the agent, who had gone abroad. («/) 2d. Of 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 adminis- tration of his executors. (s) This doctrine was denied 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 ;(b) and the doctrine, as thus finally decided, has been recognized and acted upon in subsequent cases. (e) It is therefore now . conclusively established, that a trust by will for the payment of the tes- tator's debts out of his personal estate has no legal operation. 2 (y) Turner v. Comey, 5 Beav. 515. (a) Jones v. Scott, 1 R. & M. 255, 261. (a) Ibid. 267. (6) Jones v. Scott, 4 CI. & Pin. 398. (c) Freake v. Cranefeldt, 4 M. & Cr. 499 ; Evans v. Tweedy, 1 Beav. 55. Hopkins v. Ray, 1 Metcalf, 79 ; Abercrombie v. Bradford, 16 Alab. 560 ; Shackelford v. P. & M. Bank, 22 Id. 238. So of any other provision tending to delay creditors. Notes to Thomas v. Jenks, 1 Am. Lead. Cas. 89. Thus a clause empowering the trus- tees to mortgage or lease the assigned estate, Planck v. Schermerhoru, 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 objec- tionable, whether expressly stipulated or not ; Hennessey v. "Western Bank, 6 W. & S. 300 ; Pearson v. Rockhill, 4 B. Monr. 296 ; Kelly v. Lank, 7 B. Monr. 220 ; and though such agent be the assignor of the estate : Pitler v. Maitland, 5 W. & S. 307 ; Pearson v. Rockhill, 4 B. Monr. 296; Shattuck v. Hexman, 1 Metcalf, 10; Planters' Bank v. Clarke, 7 Alab. 765 ; Janes v. Whitbread, 15 Jur. 612 ; 11 C. B. 406 ; see Coates v. Williams, 7 Excheq. 208; though an express provision in the assignment binding the trustees thus to employ the assignor is now generally held to be fraudulent. See cases cited in Judge Sharswood's note to 1 1 C. B. 429, 73 Eng. C. L. R. In Connecticut it is held under the Statute of 1837 that the appointment of the assignor as agent, with- out the assent of the Probate Judge, and before inventory filed, renders the assignment fraudulent. Peck v. Whiting, 21 Conn. 206. The assignees may, if seems, convey by attorney. Blight v. Schenck, 10 Barr, 285. 2 See Carrington' v. Manning, 13 Alab. 628 ; Lewis v. Bacon, 3 Henn. & M. 106 ; Hines v. Spruill, 2 Dev. & Batt. Eq. 93 ; Cornish v. Wilson, 6 Gill, 318 ; Agnew v. Fet- terman, 4 Barr, 62. As in most of the United States, real estate is assets for the pay- ment of debts, many of the principles stated in the text are less applicable than in Eng- land. Ibid. Hoover v. Hoover, 5 Barr, 357; Walker, Est., 3 Rawle, 241; Mr. Sumner's note to Kidney v. Cousmaker, 1 Ves. Jun. 436 ; and see the remarks on the act of Will. IV, in Collis v. Robins, 11 Jur. 364, 1 De 6. & S. 139. But trusts for the payment of debts created by will, have been, recognized in various cases (see Gardner v. Gardner, 3 Mas. 178), and given a special effect. Thus, a sale by the trustee under such dr- 500 OP TRUSTEES FOR THE PAYMENT OF 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 descrip- tion 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."(i) At common law the real estate of a deceased person were not liable to the. payment of his simple contract debts, unless made so liable by |- # - .r-\ his *will. This rule of law was partially altered in the case of L traders by the statute of 47 Geo. Ill, c. 74, which 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 effect 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) 1 And as the statute 3 & 4 Will. IV, c. 104, does not alter the operation of a devise or charge for the payment of debts, the decisions upon the effect of ex- pressions 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 continuing down to the present time, that a general introductory or prefatory direction by a testator for the pay- ment 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 ;(g) or if a similar payment be directed (without expressing (d) See Charlton v. Wright, 12 Sim. 274 [and Oollis v. Robbins, 11 Jur. 364, 1 De GexandSm, 139]. (e) 2 Jarm. Pow. Dev. 644, et seq. ; [2 Jarm. Wills, Perkins' Ed. $ 512, &e.;] 1 Rop. Legs. 573, et seq. ; 6 Cruis. Dig. tit. 31, ch. 16, s. 7, et seq. [See Moores v. Whittle, 22 Law J. Chanc. 207.] (/) See Lord Cottenham's observations in Mirehouse v. Scaife, 2 M. & Cr. 708, as corrected in Ball v. Harris, 4 M. & Or. 269. (gr) Bowdler.v. Smith, Preo. Ch. 264; Torth v. Vernon, Prec. Ch. 430; S. C. 1 Vern, cumstances, will discharge the land in Pennsylvania from the statutory lien of the tes- tator's debts. Cadbury v. Duval, 10 Barr, 267. So, such a trust will prevent the lien of judgments from expiring for want of revival. Baldy v. Brady, 15 Penn. St. Rep.'lll j Alexander v. McMurry, 8 Watts, 504; see ante, note 2 to page 341. But in Bullv. Bull, 8 B. Monr. 332, it was held that, under the act of 1839, of Kentucky, providing for the ratable payment of 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. 1 Story's Eq. \ 1245, &c. But see Carrington v. Manning, 13 Alab. 628; Hines v. Spruill, 2 Dev. & Batt. Eq. 93 ; Seaver v. Lewis, 14 Mass. 83. DEBTS UNDER A WILL. 501 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 being first deducted ;"(i) or " being first satisfied ;"(k) or " after payment of his debts," &c. ;(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) 1 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.(w) Thus in Thomas v. Britnell,(o) a testator first ordered all his debts *and funeral charges to be honorably paid immediately after his decease. In a subsequent clause he devised particular premises, "- ^ enumerating them, and excepting H. and R., to trustees, in the first place to pay and discharge his debts, funeral expenses, and legacies ; he then directed, that H. and It. should in the first place be for payment of the legacies mentioned in his will. Sir John Strange, M. R., said, 708; Beachcroft v. Beachcroft, 2 Vera. 690 ; Hatton v. Nicholl, Ca. Temp. Talb. 110 ; Strangor v. Tryon, 2 Vern. 709, n. ; Leigh v. Earl of Warrington, 1 Bro. P. C. 511 ; Earl of Godolphin v. Penneck, 2 Ves. 271 ; Coombes v. Gibson, 1 Bro. C. C. 273 ; Kentish v. Kentish, 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. Peltham, T. & R. 418 ; Mirehouse v. Scaife, 2 M. & Cr. 695 ; Price v. North, 1 Phill. 85 ; Shaw v. Borrer, 1 Keen, 559, 573 ; Ball v. Harris, 8 Sim. 485, and 4 M. & Cr. 266. [Poindexter v. Green, 6 Leigh, 504; see Story's Eq. \ 1245, &e.] (h) Jones v. Williams, 1 Coll. 156 ; Clifford v. Lewis. 6 Mad. 33, 38; Pinch v. Hatters- ley, 3 Russ. 345, n. ; Walker v. Hardwick, 1 M. & K. 396, 402 ; Graves v. Graves, 8 Sim. 43, 55, 6 ; overruling 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 v. Trent, Gilmer, 174; Sands v. Champlin, 1 Story R. 376.] (i) Newman v. Johnson, 1 Vern. 45. [Story's Equity, § 1245, &c] (k) Harris v. Ingledew, 3 P. Wms. 91. [Darrington v. Borland, 3 Port. 9.] (I) Tompkins v. Tompkins, Prec. Ch. 397 ; Smallcross v. Pinden, 3 Ves. 739 ; Withers v. Kennedy, 2 M. & K 607 ; see Batson v. Lindegreen, 2 Bro. C. C. 94 ; Clarke v. Sewell, 3 Atk. 100; Kidney v. Coussmaker, 1 Ves. Jun. 440; Bridgman'V. Dove, 3 Atk. 201 ; King v. 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 ; Penwick v. Chapman, 9 Peters, 461 ; Peter v. Beverly, 10 Peters, 562; Hudgin v. Hudgin, 6 Gratt. 320 ; Dunn v. Keeling, 2 Dev. 285; Moores v. Whittle, 22 Law J, Chanc. 207; Carter v. Balfour, 19 Alab. 816.] (to) Harding v. Grady, 1 Dr. & W. 430. (») Palmer v. Graves, 1 Keen, 550 ; Price v. North, 1 Phill. 86, 7. (o) Thomas v. Britnell, 2 Ves. 313. [See Bank U. S. v. Beverly, 1 How. U. S. 134.] ' Where real and personal estates are blended, the former is equally chargeable with the latter. Adams v. Brackett, 5 Metcalf, 280; Hassanclever v. Tucker, 2 Binn. 525 ; Ford v. Gaithur, 2 Rich. Eq. 270. See post, 354, note. 502 OF TRUSTEES FOE THE PAYMENT OP that though on the first part the court might take the whole real estate to be charged with debts, yet as the testator 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 pay- ment of debts : and he accordingly 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 convenient 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 to the 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. (q) 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, subse- quently charged a particular portion of the rents and profits with a similar payment, and Lord Langdale, M. R., considered, that the gene- ral 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) is in one of its points to a similar effect. But in the later case of Graves v. Graves,(i) 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 pro- ceeds 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. (t) In this case the Vice-Chancellor appears to have founded his judgment principally upon the anxious desire of the testator, appearing upon the whole will, that all his debts should be paid : although it seems somewhat 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. Williams,(to) before V. C. Knight Bruce, a testator began his will by a general direction (p) 2 M. & K. 600. [See Lewis v. Bacon, 3 Henn. & M. 89; Adams v. Brackett, 5 Metcalf, 280 ; but see Trent v. Trent, Gilmer Va. Cas. 174.] (q) Douce v. Torrington, 2 M. & K. 600. (r) Palmer v. Graves, 1 Keen, 545 ; sed vide, 1 Phill. 87. (*) 1 Keen, 206. (t) Graves v. Graves, 8 Sim. 43. («) Jones v. Williams, 8 Jur. 373 ; 1 Coll. 156. DEBTS UNDER A WILL. 503 for the payment of his debts, in words which, according to the general rule, amounted to a charge of the debts on the realty ; there was a sub- sequent devise of a particular estate to his wife, in trust to sell r-^oAf-y and apply the proceeds in further aid and discharge of his debts. ■- -■ His Honor held that there was not a sufficient expression of an inten- tion to do away with the preliminary general charge of debts, and that the whole real estate consequently remained so charged.(w) 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 gene- ral charge. (a;) Upon the same principle, where the general direction for the payment of debts is, that they shall be paid by the testator's executors, or by Ms 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 pre- sumed, that the payment is to be made exclusively out of the fund, which by law devolves upon the executors by virtue of their appointment.(y) Where, however, the executors are also devisees of the real estate, a general direction that all debts shall be paid by them, though describing them as executors, will create a charge upon the realty.(s) 1 And it is immaterial that the real estate is first devised by name to the individuals who afterwards are appointed executors, and are directed 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 intention 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 be paid by his executrix (w) Jones v. Williams, 8 Jur. 373 ; 1 Coll. 156. (x) grice v. North, 1 Phill. 35. (y) Brigden v. Lander, 3 Russ. 343, n.; Keeling v. Brown, 5 Ves. 359; Powell v. Robins, 7 Ves. 209 ; Willan v. Lancaster, 3 Buss. 108 ; Warren v. Davies, 2 M. & K. 49 ; Wasse v. Hesslington, 3 M. & K. 499, 500 ; 2 Jarm. Pow. Dev. 654. [See Ford v. Gaithur, 2 Rich. Eq. 270.] (z) Aubrey v. Middleton, 2 Eq. Ca. Abr. 497 ; Pinch v. Hattersley, 3 Russ. 345, note; Henvell v. Whitaker, 3 Russ. 343 ; Dover v. Gregory, 10 Sim. 393. [See Gallimere v. Gill, 2 Sm. & Giff. 158 ; 23 L. J. Ch. 604.] (a) Cloudsley v. Pelham, 1 Vern. 411 ; Barker v. Duke of Devonshire, 3 Mer. 310. (b) Symons v. James, 2 N. C. C. 311. (c) Keeling v. Brown, 5 Ves. 359. 1 But in Agnew v. Petterman, 4 Barr, 56, where a testator directed his debts to be paid, and then devised all his estate to his wife, and appointed her executrix, it was held that no trust for debts was created which would take them out of the Statute of Limitations. 504 OF TRUSTEES FOR THE PAYMENT OF 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,(<2) a testator after directing payment of all his debts and legacies, &c, by his exe- cutors 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.(d) *And in Wasse v. Hesslington, (e) there was a similar general L J direction for the payment of debts, &c, by. the executors after named, and the testator then proceeded to make some specific devises of his real estates, under which Gr. P., one of the two persons afterwards 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. H. the other executor, and the residuary real and personal estate was given absolutely 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 executors, 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 consistent with the intention that the debts should be paid thereout, it will be liable to the debts : as where the trust was " by sale or mortgage to pay whatsoever the testator should thereafter by will or codicil direct."(^) Where a testator directs his real estate to be sold in such terms as to convert it absolutely into personal estate, and then bequeaths his personal estate after payment of his debts, the produce of the sale of the real estate will be liable to the payment of the debts. (h) It is to be observed, that although the trust for the payment of debts out of real estate has thus frequently been controlled and rebutted, in (c) Keeling v. Brown, 5 Ves. 359. {d) Warren v. Davies, 2 M. & K. 49. (e) Wasse v. Hesslington, 3 M. & K. 495 ; and see Symons v. James, 2 N. C. C. 301, 310. (/) Powell v. Robins, 7 Ves. 209 ; Wasse v. Hesslington, 3 M. & K. 496. (g) Barker v. Duke of Devonshire, 3 Mer. 310. (h) Kidney v. Coussmaker, 1 Ves. Jun. 436 ; S. C. 7 Bro. P. C. 573 ; 2 Ves. Jun. 267 ; 12 Ves. 136. [See Robards v. Wortham, 2 Dev. Eq. 173.] DEBTS UNDER A WILL. 505 accordance with the apparent intention of the testator, where the trust has been implied from a mere general direction for the payment of debts; yet the same circumstances will not be allowed to have that operation, where there is a devise expressly in trust to pay debts, or (what in equity amounts to the same thing),(i) an express charge of the debts upon the real estate ;(1) for the terms of the will itself must then be followed out, and they cannot be modified or altered to suit the supposed intention. In Ellison v. Airey, a testator expressly charged his whole real estate in aid of the personalty with the payment of debts and legacies, and by a subsequent clause gave a particular farm to be sold for the payment of his debts and legacies, and then by another clause devised all his real estate to trustees to receive the two first years' profits for the payment of Ms debts and legacies. It was insisted, that only the particular farm, and the two years' profits were charged, and that the generality of the first charge was controlled and restrained by the subsequent directions, but it was *held by Lord Hardwicke, that the general charge r* 040-1 still subsisted, and that he could not make any other construe- tion.(A) And the decision of the Master of the Rolls, in Coxe v. Bas- sett,(Z) is to the same effect. However, in these cases the particular estate pointed out by the testator, must be resorted to for the payment of the debts in the first place before the rest of the real estate.(m) The doctrine of election does not apply to creditors, and although a particular fund be expressly provided by the will for their payment, they may notwithstanding have recourse likewise to the testator's general estate, to the disappointment of other parties, for whom provision is made by the will.(w) 1 (i) Bailey v. Ekins, 7 Ves. 323. (k) Ellison v. Airey, 2 Ves. 568. (I) 3 Ves. Jun. 155. (to) Coxe v. Bassett, 3 Ves. 161. (n) Kidney v. Coussmaker, 12 Ves. 136, 154. (1) Under a charge of debts upon real estate, not passing the legal interest to a devisee, or otherwise breaking the descent, the heir will take as a trustee for the pay- ment of the debts. Bailey v. Ekins, 7 Ves. 323. [So, where there is a refusal of a devise : Owens v. Cowan, 7 B. Monr. 152. But in Pennsylvania, since the acts of 1792 and 1834, a, naked direction to sell for the payment of debts, breaks the descent, and vests the legal estate in the executors. Miller v. Meetch, 8 Barr, 425.] 1 The actual decision in Kidney v. Coussmaker, 12 Ves. 136, was approved by Gib- son, C. J., in Adlum v. Yard, 1 Rawle, 163. But the principle, in the broad terms as there stated, that " the doctrine of election does not apply to creditors," was denied by him. It was accordingly held that a creditor who had accepted a dividend under an assignment void in law, was thereby estopped from afterwards impeaching it. But in the subsequent case of Hays v. Heidelberg, 9 Barr, 207, it was said that Judge Gib- son concurred with the majority of the court, in saying that Adlum v. Yard, pushed " the doctrine of election by creditors as far as it can be safely carried," and the court refused to apply it to the case of a judgment creditor, who had accepted a dividend under an assignment void for fraud in fact. See also Codwise v. Gelston, 10 John. 507, and the able note to Aldrich v. Cooper, 2 Lead. Cas. Eq. pt. i. 230, &c, 1st edi- tion. 506 OP TRUSTEES FOR THE PAYMENT OF A devise for the payment of debts is favored in equity ; and a general devise or charge for that purpose will be held to include copyholds if required, although they may not have been surrendered to the use of the testator's will :(o) though this was doubted by the Lord Chancellor in an early case.(p) And equity in favor of the creditors will supply the want of such a surrender, (q) And the same construction will obtain, though the charge of debts upon the real estate be only implied from a general preliminary direction for the payment of the debts.(r) So we have already seen, that a devise to trustees for the payment of debts will give them an estate in fee simple without any words of limita- tion, as being necessary for the discharge of their trust.(s) Although where the devise is to the executors, they have been held to take only a chattel interest for the satisfaction of the debts, (t) Where it is doubtful from the terms of the will, whether a trust has been created for the payment of debts, equity, without doing violence to the words, will endeavor to put such a construction on them as is most favorable to the creditors, (u) Devises for the payment of debts were expressly exempted from the operation of the Statute of Fraudulent Devises (3 W. & M. c. 14):(x) and the 4th section of the recent act 1 Will. IV, c. 47, by which the former act was repealed, contains a similar provision. It has been ob- served in consequence by Mr. Fonblanque, that bond and other specialty creditors, whose demands in their nature affect the land, are still liable to be prejudiced by the right of their debtor to devise his lands subject to the payment of his debts, as the simple contract creditors will in that case be entitled to be paid pari passu with the bond and other specialty r*350"| creditors.(y) *And for the same reason, notwithstanding the L J act 3 & 4 Will. IV, c. 104, it may still be frequently of impor- tance to determine whether a will operates as a devise or charge for the payment of debts. (z) For that act, as has been already seen, does not affect lands devised or charged for the payment of debts ; consequently (o) Drake v. Robinson, 1 P. Wms. 443 ; Harris v. Ingledew, 3 P. Wms. 96 ; Hasle- wood v. Pope, Id. 323; Ithell v. Beane, 1 Ves. Sen. 265 ; Lindropp v. Bborall, 3 Bro. C. C. 189 ; Kidney v. Coussmaker, 12 Ves. 136, 156 ; Noel v. Weston, 2 V. & B. 2«9. ( p) Challis v. Casborn, Pree. Ch. 408 ; and see Haslewood v. Pope, 3 P. Wms. 322. (q) Drake v. Robinson, 1 P. Wms. 443; Kidney v. Coussmaker, 12 Ves. 156; Holmesiv. Coghill, Id. 216. (r) Godolphin v. Penneck, 2 Ves. 271; Coombes v. Gibson, 1 Bro. C. 0.273; Ken- tish v. Kentish, 3 Bro. C. C. 257 ; Ronalds v. Peltham, T. & R. 418. (s) Dover v. Gregory, 10 Sim. 393 ; ante, p. 243, et seq. (t) Ante, ubi supra. (u) Noel v. Weston, 2 V. & B. 273, 4. (x) Earl of Bath v. Earl of Bradford, 2 Ves. 590 ; Lingard v. Earl of Derby, 1 Bro. C. C. 312 ; Howse v. Chapman, 4 Ves. 550 ; Miller v. Horton, Coop. 45 ; Bailey v. Ekins, 7 Ves. 323 ; Marshall v. M'Avary, 3 Dr. & W. 235. (y) 1 Ponbl. Eq. Tr. B. 1, Ch. 4, s. 14, n. (i). [See Cummins v. Cummins, 3 J. & Lat. 90.] (z) See Price v. North, 1 Phill. 58. DEBTS UNDER A WILL. 507 lands so devised, will, as heretofore, be administered as equitable assets, and will be applicable in discharge of all debts equally without distinc- tion., Although the act expressly provides, that, in the administration of assets under that act, all creditors by specialty shall be paid in full, before any of the simple contract creditors shall receive anything. Although a trust is clearly created for the payment of debts out of real estate, it may not be the duty of the trustees at once to have recourse to the realty for that purpose. The personal estate is by the law the primary fund for the payment of debts, and must be first wholly applied by the executors for that purpose ; unless it be clearly the intention of the testator, not only to onerate the realty, but also to exonerate the per- sonalty from its legal liability.(a) 1 Thus it is settled, that a charge of debts upon the real estate generally, whether created by a general preliminary direction for their payment,(&) as by an express charge, (e) is prima facie merely auxiliary to the per- sonal estate. And a general devise of real estate, in trust to make a similar payment, will not be held to have any other operation ;(d) though there be a specific direction for raising the debts by sale or mortgage ;{e) or a term be created for that purpose ;(/) or though the proportions and mode in which the charge is to be distributed over and borne by the real estate, be otherwise anxiously prescribed by the testator.(^) And it is immaterial, that a specific part of the real estate is subjected to and set (a) 2 Jarm. Pow. Dev. 681, et seq. ; 1 Rob. Legs. 3d ed. 595, et seq. [As to the effect of the stat. of Will. IV, on this rule, see Collis v. Robins, 11 Jur. 364; 1 De G. & Sm. 139.] (6) Hartley v.Hurle, 5 Ves. 540 ; "Walker v. Hardwick, 1 M. & K. 396. (c) Dolman v. Smith, Pree. Ch. 456 ; Samwell v. Wake, 1 Bro. C. C. 144 ; Tower v. Lord Rous, 18 Ves. 132 ; Aldridge v. Lord Wallseourt, 1 Ball & P. 312. [Keysey's case, 9 S. & R. 72; Stevens v. Gregg, 10 G. & J. 143 ; Garnett v. Macon, 6 Call, 308 ; Robards v. Wortham, 2 Dev. Eq. 173; Palmer v. Armstrong, Id. 268; Hoes v. Van Hoesen, 1 Comst. 123.] (d) Brummel v. Prothero, 3 Ves. 111. (e) Haslewood v. Pope, 3 P. Wms. 324; Lord Inchiquin v. French, Ambl. 33; S. C. 1 Cox, 2; Tait v. Lord Northwiek, 4 Ves. 816 ; Brydges v. Phillips, 6 Ves. 570 ; Han- cox v. Abbey, 11 Ves. 186 ; Noke v. Darby, 1 Bro. P. C. 506. [See Hoes v. Van Hoe- sen, 1 Comstock, 120.] (/) Duke of Ancaster v. Mayer, 1 Bro. C. C. 454; Tower v. Lord Rous, 18 Ves. 132. (g) Watson v. Brickwood, 9 Ves. 447; See Rhodes v. Rudge,.l Sim. 79. 1 Lupton v. Lupton, 2 J. C. R. 614 ; Ruston v. Ruston, 2 Yeates, 54 ; 2 Dall. 245 ; Kelsey v. Western, 2 Comstock, 500; Hancock v. Minot, 8 Pick. 29 ; Walker's Est., 3 Rawle, 229 ; Martin v. Fry, 17 S. & R. 426 ; Waring v. Waring, 2 Bland, 673; Wyse v. Smith, 4 G. & J. 296 ; Hays v. Jackson, 6 Mass. 149 ; Marsh v. Marsh, 10 B. Monr. 360 ; Foster v. Crenshaw, 3 Munf. 514; Kirkpatrick v. Rogers, 7 Ired. Eq. 44; Buck- ley v. Buckley, 11 Barb. S. C. 77 ; Mitchell v. Mitchell, 3 Maryl. Ch. 71 ; Elliott v. Car- ter, 9 Gratt. 549 ; and cases collected in Mr. Perkins's notes to 2 Jarmyn on Wills, 545, and in the notes to Ancaster v. Mayer, 1 Lead. Cas. Eq. 450 ; Aldrich v. Cooper, 2 Lead. Cas. Eq. pt. i, 215; and Silk v. Prime, Id. 252, where the subjects of this section are fully discussed. 508 OP TRUSTEES FOE THE PAYMENT OF apart for the payment of the debts; (h) or that the trust is expressed in the form of a condition for the payment by the devisee. («') And although the particular portion of the real estate, which is expressly charged with the payment of debts, be made primarily applicable for that purpose, yet if it prove insufficient, the personal estate, and not the other parts of the realty, must first be resorted to for the discharge of the defi- ciency. (A;) So it is settled, that the personalty will not necessarily be exonerated, though the land be charged with funeral and testamentary expenses, as well as with debts, notwithstanding the apparent improbability, that the testator should mean to create an auxiliary fund for the payment of r#qc-i-i expenses *which must be satisfied before any other claims. It was said indeed by Lord Alvanley, in Burton v. Knowlton,(Z) that a direction for the payment of funeral expenses out of the realty afforded a considerable argument for the exemption of the personal estate, where the trust fund is given to trustees who are not the executors. But this decision appears to have been questioned both by Lord Rosslyn in the case of Tait v. Lord Hardwicke,(m) and by Lord Eldon in that of Bootle v. Blundell.(w) And in several cases both before and since that of Burton v. Knowlton, the personal estate has been held to be primarily liable notwithstanding a charge of funeral and testamentary expenses on the realty, not only where the trustees have been also executors,(o) but where the executors and trustees have been different persons.(p) And although a charge of funeral or testamentary expenses, when supported by additional circumstances, will materially assist the court to the con- clusion that the testator meant to exempt his personal estate,^) yet it must now be considered as settled that such a direction will not of itself be sufficient to support that inference. (r) And so a direction for the payment of all the testator's debts out of (h) Gray v. Minnethorpe, 3 Ves. 103; Coxe v. Bassett, 3 Ves. 155 ; M'Leland v. Shaw, 2 Sell. & Lef. 538 ; French v. Chichester, 2 Vera. 568 ; Colville v. Middleton, 3 Beav. 570. [But see Pinckney v. Pinckney, 2 Rich. Eq. 218.] (i) Bridgman v. Dove, 3 Atk. 201 ; Mead v. Hide, 2 Vera. 120; Watson v. Brickwood, 9 Ves. 447. [But see M'Fait's Appeal, 8 Barr, 290.] (k) Colville v. Middleton, 3 Beav. 570. (I) 3 Ves. 108. (m) 4 Ves. 823. (n) 1 Mer. 229. (o) Duke of Ancaster v. Mayer, 1 Bro. C. C. 454; Dolman v. Smith, Prec. Ch. 456; Stephenson v. Heathcote, 1 Ed. 37 ; M'Leland v. Shaw, 12 Seh. & Lef. 538; Walker v. Hardwick, 1 M. & K*. 396. (p) French v. Chichester, 2 Vern. 568 ; 3 Bro. P. C. 16 ; Lovel v. Lancaster, Id. 183 ; Gray v. Minnethorpe, 3 Ves. 103 ; Aldridge v. Lord Wallscourt. 1 Ball & B. 312; Stapleton v. Stapleton, 2 Ball & B. 523 ; Hartley v. Hurle, 5 Ves. 540. (q) See Kynaston v. Kynaston, 1 Bro. C. C. 457, n. ; Williams v. Bishop of Landaff, 1 Cox, 254; Gaskell v. Gough, 3 Ves. Ill, cited; Tower v. Lord Rous, 18 Ves. 159; Bootle v. Blundell, 1 Mer. 239 ; Greene v. Greene, 4 Mad. 148; Mitchell v. Mitchell, 5 Mad. 69 ; Driver v. Ferrand, 1 R. & M. 681, 685; Blount v. Hipkins, 7 Sim. 43. (r) See 2 Jarm. Pow. Dev. 688. [Paterson v. Scott, 1 De G. Mac. & G. 531; Ouse- ley v. Anstruther, 10 Beav. 413.] DEBTS UNDER A WILL. 509 his real estate,(s) or that they may be fully paid,(i) will not he sufficient to exempt the personalty. And although the personal estate may be expressly subject to certain particular charges, as to the payment of " legacies, "(w) or of "funeral expenses and simple contract debts;"(:c) 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 which the personalty is not expressly subjected. So, although the testator direct that the real estate shall be charge- able with a particular specified debt, the personalty will notwithstanding be liable in the first place to the payment. The mere circumstance of the testator having provided an additional fund for the payment of that debt, will not of itself exempt the personalty from its liability, (y) Sir Wm. Grant, indeed, in his judgment in Hancox v. Abbey,(g) makes a distinction between the effect of a general and a particular charge in this respect, but those observations, so far as regards the general prin- ciple, have been *overruled by the subsequent decisions, and r*9c$n especially by that of Lord Cottenham in the recent case of J 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 operate 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 effect, not only where the trustees of the real fund and the executors have been different persons,(6) (which is doubtless a strong circumstance in favor of the exemption of the per- sonalty),^) but also where the same persons have been trustees and exe- (s) Brummel v. Prothero, 3 Ves. Ill ; Gray v. Minnethorpe, 3 Ves. -103 ; Hartley v. Hurle, 5 Ves. 540 ; Walker v. Hardwick, 1 M. & K. 396. (t) Hartley v. Hurle, 5 Ves. 540 ; Stephenson v. Heathcote, 1 Ed. 37 ; see 1 Mer. 224. X^ (u) Brydges v. Phillips, 6 Ves. 567. (x) Watson v. Brickwood, 9 Ves. 447. [See Paterson v. Scott, 1 De G. Mac. & G. 531.] {y) Noel v. Lord Henly, 7 Pri. 241 ; S. C. 1 Dan. 211 ; Bickjiam v. Cruttwell, 3 M. & Cr. 763. [Collis v. Robins, 1 De Gex & Sm. 131 ; Paterson v. Scott, 1 De G. Mac. & G. 531.] (z) 11 Ves. 179, 186. (a) 3 M. & Cr. 770. [See also Collis v. Robins, 1 De G. & Sm. 131 ; Quennell v. Turner, 20 Law J. Chanc. 237 ; Paterson v. Seott, 1 De G. Mac. & G. 531.] (6) Kynaston v. Kynaston, 1 Bro. C. C. 457, n. ; Holliday v. Bowman, Id. 145, cited ; Bamfield.v. Wyndham, Prec. Ch. 101 ; Greene v. Greene, 4 Mad. 148, 156 ; Blount v. Hipkins, 7 Sim. 43. (c) See Stephenson v. Heathcote, 1 Ed. 38 ; Burton v. Knowlton, 3 Ves. 108 ; Duke of Ancaster v. Mayer, as stated by Lord Eldon, 1 Mer. 223, 4; M'Leland v. Shaw, 2 Sch. & Lef. 546, 7. 510 OF TRUSTEES FOR THE PAYMENT OF cutors;(d!) 1 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 which it has been held, that such a bequest will not exonerate the personal estate, even though the trustees and' the executors were different per- sons ;(g) and those decisions are d fortiori authorities against the exone- ration of the personalty, where the trustees and executors are the same persons.Qi) It certainly appears to be scarcely consistent 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 operation to the bequest which it would not otherwise have : although it may be admitted that such ex- pressions, when supported by other circumstances, 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 exe- cutor (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 exonerate the personalty, whatever might be the effect of a specific gift of the per- sonalty to an indi vidua] . (i) And where there was a general 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, but no trust was declared of the personal estate, the personalty was held to be primarily liable to the payment of the debts.(&) r*qcq-i *So it is also settled, that a general residuary bequest of the personal estate,(Z) or of all the personal estate not otherwise dis- {d) Stapleton' v. Colville, Forrest, 202; Mitchell v. Mitchell, 5 Mad. 69; Walker v. Jackson, 2 Atk. 624; Driver v. Ferrand, 1 R. & M. 671, 685. (e) In Tower v. Lord Rous, 18 Ves. 138, 9. [See 17 Jur. 13.] (/) In Bootle v. Blimdell, 1 Mer. 228. (g) Harewood v. Child, Forr. 204, stated ; Haslewood v. Pope, 3 P. Wins. 324 ; French v. Chichester, 2 Vern. 568, and 1 Bro. P. C. 16; Watson v. Brickwood, 9 Ves. 447; Brummel v. Prothero, 3 Ves. Ill; Aldridge v. Lord Wallscourt, 1 Ball "& B. 312; Lovell v. Lancaster, 2 Vern. 183 ; Cutler v. Coxeter, Id. 302 ; Bromhall v. Wilbraham, Forr. 274; Lucy v. Bromley, Fitzgibb. 41. (h) See Duke of Ancaster v. Mayer, 1 Bro. C. C. 454. (i) Gray v. Minnethorpe, 3 Ves. 106 ; Stapleton v. Stapleton, 2 Ball & B. 523 ; Lord Grey v. Lady Grey, 1 Ch. Ca. 296 ; Meade v. Hide, 2 Vern. 120 ; S. C. Prec. Ch. 2. (k) Rhodes v. Rudge, 1 Sim. 79 ; and see Dolman v. Weston, 1 Dick. 26. (I) Samwell v. Wake, 1 Bro. C. C. 144; Walker v. Hardwick, 1 M. & K. 397, 8; see Duke of Ancaster v. Mayer, 1 Bro. C. C. 466 ; White v. White, 2 Vern. 43. 1 So, where a testator made a residuary devise of real and personal estate to his wife absolutely, charged with debts, and appointed her executrix, and she afterwards dis- posed by will of the whole personal estate in legacies, but left the real estate undisposed of, it was held, that the latter was first to be applied to the payment of the husband's debts. DEBTS UNDER A WILL. 511 posed of,(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 to the lia- bility of the personal estate ;{n) 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,(^?) 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 primarily 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 ex- empted from the payment of debts and legacies, without express words.(q) And it has been a subject of regret to several great Judges, that this original rule was ever departed from.(r) However, it has been long settled that express words are not neces- sary, but that the personal estate will be exonerated, if the intention 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.(tf) 1 (m) Dolman v. Smith, Prec. Ch. 456 ; French v. Chichester, 2 Vern. 568 ; Hartley v. Hurle, 5 Ves.. 540 ; Watson v. Brickwood, 9 Ves. 447 ; Noke v. Darby, 1 Bro: P. C. 506. (n) Tait v. Lord Northwick, 4 Ves. 816 ; Brydges v. Phillips, 6 Ves. 567 ; Tower v. Lord Rous, 18 Ves. 132 ; Stephenson v. Heathcote, 1 Ed. 38. (o) See Bootle v. Blundell, 1 Mer. 236, 7. (p) Adams v. Meyrick, 1 Eq. Ca. Abr. 271 ; 2 Atk. 626, n. ; Wainwright v. Bend- lowes, 2 Vern. 718 ; Prec. Ch. 451 ; Bicknell v. Page, 2 Atk. 79 ; Anderton v. Cook, 1 Bro. C. C. 457, cited; Walker v. Jackson, 2 Atk. 624; Hayford v. Benlons, Prec. Ch. 451 ; S. C. Ambl. 581. (q) Fereges v. Kobinson, Bunb. 301 ; Popham v. Bamfield, 9 Ves. 453, stated ; Howell v. Price, Prec. Ch. 477 ; and see Haslewood v. Pope, 3 P. Wms. 325 ; Phipps v. Annes- ley, 2 Atk. 58. (r) See Duke of Ancaster v. Mayer, 1 Bro. C. C. 462 ; Watson v. Brickwood, 9 Ves. 453 ; Gittins v. Steele, 1 Sw. 28. (s) Bootle v. Blundell, 1 Mer. 193, and cases cited; Lamphier v. Despard, 2 Dr. &' W. 63. {t) Ibid. ; and see Gittins v. Steele, 1 Sw. 28. > ■ 1 See Walker's case, 3 Rawle, 229 ; Marsh v. Marsh, 10 B. Monr. 363 ; Ruston v. Ruston, 2 Dall. 243 ; Robards v. Wortham, 2 Dev. Eq. 173 ; McFait's Appeal, 8 Barr, 290 ; Hoes v. Van Hoesen, 1 Comstock, 122 ; Notes to Ancaster v. Mayer, 1 Lead. Cas. Eq. 450 ; and see Plenty v. West, 17 Jur. 9. 512 OF TRUSTEES FOR THE PAYMENT OF 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."(«) 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 relaxation r-^or^-i of the original rule, according to which express words were requisite, the implication was raised upon very slight and equivocal expressions, such as a mere residuary disposition of the per- sonal 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 will.(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 ;(z) although it is very far from being conclusive evidence for that purpose. (a) But with this single exception it seems scarcely possible to extract any gene- ral 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, (b) It will be sufficient for our present purpose to re- mark, that the perusal of those cases, with the long series of counter- decisions, renders it sufficiently apparent, that no trustee of real estate devised for the payment of debts could be advised to apply the real fund in exoneration of the personalty, where there is no express direction for that purpose in the will, except under the immediate direction of the court. It may be observed, that where the expressions used warrant such a (u) 1 Swants. 28. (x) Waise v. Whitfield, 8 Vin. Abr. 437, pi. 1-9 ; Adams v. Meyrick, 1 Eq. Cas. Abr. 271 ; Wainwright v. Bendlowes, 2 Vern. 718 ; Bicknell v. Page, 2 Atk. 79 ; Walker v. Jackson, 2 Atk. 624 ; Anderton v. Cooke, 1 Bro. C. C. 457, cited; Kynaston v. Kynas- ton, lb. note; Gaskill v. Hough, 3 Ves. 110, cited. (y) Brummel v. Prothero, 3 Ves. 110 ; Hartley v. Hurle, 5 Ves. 540; Milnes v. Slater, 8 Ves. 305 ; Stapleton v. Stapleton, 2 Ball & B. 523. (z) Stephenson v. Heathcote, 1 Ed. 38 ; D. of Ancaster v. Mayer, 1 Bro. C. C. 454; Burton v. Knowlton, 3 Ves. 108 ; Gray v. Minnethorpe, 3 Ves. 103 ; Bootlev. Blundell, 1 Mer. 227 ; Brydges v. Phillips, 6 Ves. 572. [Plenty v. West, 17 Jur. 9.] (a) See Bootlev. Blundell, 1 Mer. 227. (&) Stapleton v. Colville, Porr. 202 ; Att.-Gen. v. Barkham, Id. 206, cited ; Kynaston v. Kynaston, 1 Bro. C. C. 457, u. ; Holliday v. Bowman, Id. 145, cited ; Williams v. Bp. of Llandaff, 1 Cox, 254 ; Webb v. Jones, 2 Cox, 245 ; S. C. 2 Bro. C. C. 60; Han- cox v. Abbey, 11 Ves. 179 ; Burton v. Knowlton, 3 Ves. 107 ; Bootle v. Blundell, 1 Mer, 193; Greene v. Greene, 4 Mad. 148 ; Mitchell v. Mitchell, 5 Mad. 69; Driver v. Perrand, 1 R. & M. 681 ; Clutterbuck v. Clutterbuck, 1 M. & K. 15 ; Blount v. Hipkins, 7 Sim. 43 ; Lamphier v. Despard, 2 Dr. & W. 59. [Plenty v. West, 17 Jur. 9.] DEBTS UNDER A WILL. 513 construction, the debts may be payable rateably out of the real and per- sonal estate.(d) 1 It is now settled (although at one time the practice seems to have been otherwise), (e) that parol or extrinsic evidence is inadmissible for the pur- pose of showing the testator's intention to exonerate his personal 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 remains to consider the powers and duties of the trustee as to the raising of the re- quisite 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 r*occ-| arise as to their power of making an effectual disposition of the estate, either by way of absolute sale or mortgage, for the purposes of (d) Boughton v. James, [1 Coll. 26 ; reversed on appeal, Boughton v. Boughton, 1 H. L. Cas. 406 : see note below] ; see Stacker v. Harbin, 3 Beav. 479. (e) Bamfield v. Wyndham, Prec. Ch. 101 ; Gainsborough v. Gainsborough, 2 Vern. 252 ; Stapleton v. Colville, Forr. 202, see 208 ; Kynaston v. Kynaston, 1 Bro. C. C. 457, n. (/*) Inchiquin v. French, Ambl. 40, and 1 Cox, 9 ; Stephenson v. Heathcote, 1 Ed. 39, 43 ; Brummel v. Prothero, 3 Ves. 113 ; Bootle v. Blundell, 1 Mer. 220 ; Aldridge v. Lord Wallscourt, 1 Ball & B. 312, 15 ; Parker v. Fearnley, 2 S. & St. 593. 1 See Cryder's Appeal, 11 Penn. St. B. 72 ; Loomis's Appeal, 10 Barr, 387. Where real and personal estate are thrown into a common mass, and expressly sub- jected to a joint charge, or where there is a power of sale over real estate, and the pro- ceeds, together with the personalty, are constituted a joint fund for the purposes of the charge, both contribute ratably. Elliott v. Carter, 9 Gratt. 541 ; Cradock v. Owen, 2 Sm. & Giff. 241 ; Bobinson v. Governors, &c, 10 Hare, 19 ; Adams v. Brackett, 5 Metcalf, 282 ; Tatlock v. Jenkins, 1 Kay, 654 ; Simmons v. Bose, 20 Jurist, 73 ; Atkins v. Kron, 2 Ired. Eq. 423 ; see McCampbell v. McCampbell, 5 Litt. 99 ; Ford v. Gaithur, 2 Rich. Eq. 270 ; but contra, Hoye v. Brewer, 3 Gill & John. 153. A declaration that the proceeds of the realty shall be deemed part of the personal estate, in connection with a joint charge, will, indeed, be sufficient. Simmons v. Bose, 20 Jurist; 73 (Chan- cellor). But it appears now settled in England, that an express charge of debts and legacies on the real and personal estate, or a devise of real and personal estate to trus- tees for the payment of, or subject to a joint charge, will not, of itself, prevent the per- sonal estate being the primary fund. Boughton v. Boughton, 1 House Lds. Cases, 406 ; followed in Tidd v. Lister, 3 De G. Macn. & G. 857 ; Tench v. Cheese, 24 L. J. Ch. 717 ; 19 Jurist, 689, App. Ct. ; Simmons v. Rose, 20 Jurist, 73. The decision in Bough- ton v. Boughton, however, did not meet the approval of Sir E. Sugden (Law of Pro- perty, &c, 436); nor of L. J. Knight Bruce (in Tench v. Cheese, ut supr.)^ and in Robinson v. Governors, 10 Hare, 19, was said not to affect the rule where the realty and personalty are thrown into a common mass. Where, however, a joint fund is thus created for the payment of debts and legacies, and there is a devastavit of the personal estate, or the real estate is devised away by a codicil, the charge is not proportionably abated, but is to be raised out of the remain- ing estate. Tatlock v. Jenkins, 1 Kay, 654. 33 514 OF TRUSTEES FOR THE PAYMENT 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,^) 1 unless indeed it be the clear intention of the testator in direct- ing the sale, that his real estate should be absolutely converted ; for in that case a mortgage will not be a proper execution of the trust, as the testator's intention would thus be frustrated. (A) But although there may be no specific direction for the sale of the estate, but only a trust to raise,(«) or to pay the debts ;{k) or a devise subject to or charged with debts ;(l)(l) or the debts and legacies being (g) Mills v. Banks, 3 P. Wms. 9 ; Ball v. Harris, 8 Sim. 485 ; S. C. 4 M. & Cr. 264, 268. {h) Haldenby v. Spofforth, 1 Beav. 390 ; 1 Sugd. Pow. 538, 6th edition. (i) Wareham v. Brown, 2 Vern. 154 ; Bateman v. Bateman, 1 Atk. 421. (7c) E. of Bath v. B. of Bradford, 2 Ves. 590 ; Ball v. Harris, 8 Sim. 485 ; 4 M. & Cr. 266 ; Barker v. D. of Devonshire, 3 Mer. 310 ; Shaw v. Borrer, 1 Keen, 559 ; Forbes v. Peacock, 11 Sim. 152. [See the remarks on Forbes v. Peacock, in Doe v. Hughes, 6 Exch. 222; Stroughill v. Anstey, 1 De G. Mac. & G. 635.] (1) Elliot v. Meryman, 2 Atk. 41, and Barn. 78, stated; 1 Keen, 573; Walker v. Smallwood, Ambl. 676 ; Bailey v. Ekins, 7 Ves. 323 ; Dalton v. Hewen, 6 Mad. 9; In- chiquin v. French, Ambl. 38 ; 1 Cox, 1. [Doe v. Hughes, 6 Exch. 231 ; 20 Law J. Exch. 148.] (1) A distinction appears to have been taken at one time between the effect 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 trustees to sell the property for the discharge of the debts. Anon. 1 It has been said that a power of sale implies a power to mortgage. Lancaster v. Dolan, 1 Rawle, 231; Gordon v. Preston, 1 Watts, 385; Williams v. Woodward, 2 Wend. 492. But in Bloomer v. Waldron, 3 Hill, 368, this was denied as a general pro- position ; 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 collect a sum from issues and profits, be some pressing exigency apparent on the face of the will or power." Oowen, J. Accord, Fire Ins. Co. v. Bay, 4 Comst. 9 ; Cumming v. Williamson, 1 Sandf. Ch. 17. In Stroughill v. Anstey, 1 De Gex, Mac. & G. 635, this subject was very fully discussed by the Chan- cellor (Lord St, Leonards), and the distinction was taken between a devise to trustees upon trusts for certain persons, subject to debts, ro-| the banker, or other person, in whose hands the trustees have •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 prin- ciple can the court charge the trustee with the accidental improvement 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? It is extremely to be regretted, that there should be a difference of opinion in the decisions upon a point like this, 1 and I desired that the case might stand over, in order to see whether I could find a Judge deci- dedly 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 authority now stands thus: — " That the trustees are liable at ( Hockley v. Bantock, 1 Buss. 141. the option of the cestui que trust, ( Watts v. Girdlestone, 6 Beav. 188. " That thev are not so liable but f Marsh V> Hunter > 6 Madd - 295 - only to pay principal and interest, Shepherd v. Mouls, Jurist, No. 441, p. 506. J * } * * ' I [4 Hare, 500.]" 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 com- plete 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 principle, as that trustees having done wrong, either by doing that 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, dealing with it only as they are directed or permitted to deal with it by the instrument of trust ; or, if there be no di- rections contained in such instrument, then according to certain known rules prescribed by the court. It follows as one consequence 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 in- formation to the contrary, is the produce of the fund. It follows, as a second conse- quence of the principle above stated, that whatever trustees have actually made with the trust fund, they 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 own labor in making the trust fund grow beyond the extent to which it was their mere duty to ex- tend it. There are cases upon cases which show that the court has not generally entertained 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 discre- tion 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 35 i 546 OP INVESTMENT BY TRUSTEES. unnecessarily allowed it to remain, they will be liable to make good the amount, (h) (h) Anon. Lofft. 492 ; Challen v. Shippam, 4 Hare, 555 ; Fletcher v. Walker, 3 Mad. 73 ; Massey v. Banner, 4 Mad. 41 9 ; Moyle v. Moyle, 2 R. & M. 701 ; Lowry v. Pulton, 9 Sim. 115; Munch v. Cockerell, lb. 339 ; Matthews v. Brise, 6 Beav. 239 ; Macdonnell v. Harding, 7 Sim. 178. [Drever v. Mawdesley, 13 Jur. 331. But see Johnston v. Newton, 17 Jurist, 825.] that, judicially, he was at liberty to punish them. The case to which we refer is Pocock v. Reddington, 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 language of his conduct, still in decreeing against him, did not put the decree on any ground of punishing the trustee, but simply treated him as liable to answer for what he might reasonably be supposed to have made ; and if he had made more, for that also.(l) The innumerable cases, indeed, upon breaches of trust by executors and trustees, all appear to proceed upon the ground of the trustee's title being purely representative, so -fthat he must, when called upon, produce the fund, with such accretions as it has actu- /jally 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 hint-liable to account as if he had been specifically directed to do that which, in the result, turns out most to the advan- tage 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 selection, 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. Bantock ; those being inva- riably 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, / J having improperly employed, but fortunately increased, the fund, shall be caused to U deliver up what the fund has actually 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 totally 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 pro- duce 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 de- (1) This case may, perhaps, be referred to, as in some measure supporting Shepherd v. Mouls. The trust for investment was to place the funds out at interest at tlieir (llie trustees') discretion. The Matter of the Kolls 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 investment on real security ; and, if so, the case was of the same class as those we are considering, as the power was, in that view of the case, in effect, to invest in the funds or on real security. OF INVESTMENT BY TRUSTEES. 547 And it is no answer to a charge of this description to say, that the fund *ha,s been retained or misapplied by one or more of the co- r*q7q-i trustees, if the others have been cognizant of or in any 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 answerable to r*Q74i the cestui que trusts, if the fund be lost through his neglect of that duty.(Aj) 1 And in these cases the trustees will in general be decreed to account for the principal, which has been retained unproductive, or lost, with in- terest.^) And interest in these cases is generally given at four per (i) Lincoln v. Wright, 4 Beav. 427 ; Meyer v. Montriou, 5 Beav. 146 ; Overton v. Banister, V. C. Wigram [3 Hare, 503] ; Hewett v. Poster, 6 Beav. 259 ; Chambers v. Minehin, 7 Ves. 186 ; Lord Shipbrook v. Lord Hinchinbrook, 11 Ves. 252 ; Brice v. Stokes, Id. 319 ; Walker v. Symonds, 3 Sw. 1 ; Langford v. Gascoigne, Id. 333 ; Under- wood v. Stephens, 1 Mer. 712 ; Booth v. Booth, 1 Beav. 125 ; Williams v. Nixon, 2 Beav. 472 ; Broadhurst v. Balguy, 1 N. C. C. 16 ; Ante, Ch. I, Sect. 2 of this Division, page 309, and notes. (A) Challen v. Shippam [4 Hare, 555 ; Byrne v. Norcott, 13 Beav. 336.] (I) Fletcher v. Walker, 3 Mad. 73 ; Underwood v. Stevens, 1 Mer. 712 ; Munch v. Cockerell, 9 Sim. 339, 351. termine for him what, in the exercise of a discretion unfettered 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 Shepherd v. Mouls bringing back the rule (so far as in the con- flicting 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 principles, and not inconsistent with the reasonable protection of cestuis que trustent."—T. [The conflict of authorities on this subject has been recently terminated in England by the case of Robinson v. Robinson, 21 Law J. Chanc. Ill, before the Lords Justices of Appeal, where it was held, overruling S. C. 12 Jur. 969 ; 11 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 trustees 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 principal and interest, and could not claim the amount of the three per cents. ; and see Phillipson v. Gatty, 13 Jur. 318 ; Rees v. Williams, 1 De G. & Sm. 314. However, a writer in the English Jurist (17 Jur. p. ii, 199) argues very strenuously against the decision in this case. He insists that the rea- soning 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 responsibility of trustees ; and it is contrary, we submit, also, to the established principles of Equity."] 1 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, 3 Mac. & G. 568 ; see, also, to the same effect, Ghost v. Waller, 9 Beav. 497. 548 OF INVESTMENT BY TRUSTEES. cent. ;(m) but if there be also crassa negligentia on the part of the trus- tees, or, they be guilty of an active breach of trust, as by employing the trust-moneys for _tbeir_^3nL.hfinej5t, or by other acts of misfeasance, in- terest at_five per cenlLwillJie chargejl,(w) But mere ordinary negligence ■will not be a sufficient reason for charging a trustee with the interest at five per cent.(o) 1 (m) Lincoln v. Allen, 4 Bro. P. C. 553; Hicks v. Hicks, 3 Atk. 274; v Perkins v. Bap- ton, 1 Bro. C. C. 375 ; Newton v. Bennett, Id. 359 ; Littletales v. Gascoigne, 3 Bro. C. C 73 ; Franklin v. Firth, Id. 433 ; Younge v. Combe, 4 Ves. 101 ; Longmore v. Broom, 7 Ves. 124; Roche v. Hart, 11 Ves. 58 ; Dawson v. Massey, 1 Ball & B. 231 ; Trim- mleston v. Hammil, Id. 385 ; Tebbs v. Carpenter, 1 Mad. 290 ; Mousley v. Carr, 4 Beav. 49 ; Hosking v. Nicholls, 1 N. C. C. 478. (n) Treves v. Townshend, 1 Bro. C. C. 384 ; Forbes v. Ross, 2 Bro. C. C. 430 ; Piety v. Stace, 4 Ves. 620 ; Pocock v. Reddington, 5 Ves. 794 ; Roche v. Hart, 11 Ves. 60 ; Dornford v. Dornford, 12 Ves. 127 ; Ashburnham v. Thompson, 13 Ves. 402; Bate v. Scales, 12 Ves. 402 ; Crockelt v. Bethune, 1 J. & W. 586 ; Heathcote v. Hulme, Id. 122 ; Att.-Gen. v. Solly, 2 Sim. 518 ; Brown v. Sansome, 1 M'Clel. & Y. 427 ; Sutton v. Sharp, 1 Buss. 146 ; Mousley v. Carr, 4 Beav. 49 ; Westover v. Chapman, 1 Coll. 177. (o) Roche v. Hart, 11 Ves. 58. 1 In Robinson v. Robinson, 21 Law J. Chanc. Ill, where this subject was fully dis- cussed, the following propositions were laid down, on a review of the authorities : " 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, 15 Beav. 3S8, 21 Law J. Chanc. 725; Knott v. Cottee, 16 Jur. 752.) 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. J Thirdly, where trustees lend or use trust-money on trade, they are chargeable not only I with the money and interest, but with the profits made in the trade, the interest gene- \ rally being at five per cent." (See Williams v. Powell, 16 Jur. 393; Jones v. Foxhall, 15 Beav. 388, 21 Law J. Chanc. 725.) This case is understood to have settled the law of the Court of Chancery on the subject, see Knott v. Cottee, 16 Jur. 752. 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 Robinson v. Robinson, but it is to be presumed that the usual rule was not intended to be affected. In Jones v. Foxhall, 21 Law J. Chanc. 725 ; 15 Beav. 388, the Master of the Bolls uses the following language : " Generally, it may be stated, that if an executor has re- tained balances in his hands which he ought to have invested, the court will charge him with simple interest at 4 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, w,ith compound interest." . . . . " The principle upon which executors and trustees', when charged with interest on balances, are made to account with yearly OF INVESTMENT BY TRUSTEES. 549 Where a very strong case of corruption or improper conduct is esta- blished against the trustees, and there is an express direction in the 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 executor with an account in the nature of a penalty for his misconduct, where he has not merely committed a breach of trust, but where he has himself actually endeavored to derive, or has, in fact, derived some pecuniary advantage from the use of the money of which he has thus obtained pos- session. 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 prin- ciple 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, but which he suffered to remain in the 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 Wil- liams v. Powell, 16 Jur. 393, 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 lega- cies (the time for distribution having arrived), and dividing the residue among the re- siduary legatees, retains the money in his own hands, he is guilty of a breach of trust, and will be charged five per cent, on the money retained ; and if he pays the money into his banker's, and mixes it with his own money, he will be considered to have had the same benefit in respect of it, 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 jn Knott v. Cottee, 16 Jur. 752, where it did not appear that a trustee, who had made improper in- vestments, had benefited 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 sur- plus income, which the trustee had neglected to do, annual rests were allowed. So in Byrne v. Norcott, 13 Beav. 336, it was held, generally, that trustees directed to accumulate, must make good all the loss occasioned by their neglect to accumulate. But in the recent case of Atty.-Gen. v. Alford, 19 Jurist, 361 ; 4 De G. Macn. & Gord.843, a more liberal doctrine than that of the foregoing cases was held by the Lord Chancel- lor. There an executor had retained a trust fund in his hands, and invested in his own name for a number of years, without any notice to the beneficiaries, but, it appeared, without any actual fraud and without making any profit from it, and he was made liable only for the original money, and the dividends on the stock, with four per cent, interest. The Lord Chancellor remarked upon the indefinite character of the rule which the court had recognized in similar cases, observing, that so far as that rule was intended to punish an executor by charging him with more- interest than he had actually received, it would be quite as just to charge him with more principal than he had actually received. And he proceeded to say, " What the court ought to do, I think, is to charge him only with the interest which he has received, or which it is justly entitled to say he ought to have received, or which it is so fairly to be presumed that he did receive, that he is estopped from saying that he did not receive it. I do not think there is any other intelligible ground for charging an executor with more interest than he 550 OF INVESTMENT BY TRUSTEES. trust instrument to accumulate the income, the account will be directed to be taken with annual or half-yearly rests, so as to charge them with has made, than one of these I have mentioned. Misconduct does not seem to me to warrant the conclusion, that the executor did in fact receive, or is estopped from saying that he did not receive the interest ; or that he is to be charged with anything he did not receive, if it is not misconduct contributing to that particular result." It is well settled in the United States, that where an executor, guardian, or other truste e, mingles the trust fund with his own : Mumford v. Murray, 6 J. C. R. 1 ; Beverleys v. Miller, 6 Munford, 99 ; Diffenderffer v. Winder, 3 G. & J. 341 ; Jacot v. Emmett, 11 Paige, 142 ; Kellett v. Rathbun, 4 Paige, 102 ; De Peyster v. Clarkson, 2 Wend. 77 ; Garniss v. Gardiner, 1 Edw. Ch. 128 ; Spear v. Tinkham, 2 Barb. Ch. 211 ; Peyton v. Smith, 2 Dev. & Rati. Eq. 325; Jameson v. Shelby, 2 Hump. 198 ; Dyott's Est., 2 W. & S. 565 ; Merrick's Est., 2 Ashm. 485 ; In re Thorp, Daveis'Rep. 290 ; Kerr v. Laird, 27Mississ. 544 ; or uses it in Ms private business : Ibid. ; Miller v. Beverleys, 4 Henn. & M. 415 ; Manning v. Manning, 1 J. C. R. 527 ; Brown v. Ricketts, 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. R. 620 ; Garniss v. Gardiner, 1 Edw. Ch. 128 ; Williamson v. Williamson, 6 Paige, 298 ; Dunscombe v. Dunscombe, 1 J. C. R. 508; Chase v. Lockerman, 11 G. & J. 185 ; Armstrong v. Miller, 6 Hammond, 118; Aston's Est., 5 Wh. 228 ; Handly v. Snodgrass, 9 Leigh, 484 ; In re Thorp, Daveis, 290; though he is entitled to a reasonable time, at first, to seek investments: Dilliardv. Tomlinson, 1 Munf. 183 ; Minuse v. Cox, 5 J. C. R. 448 ; Carter v. Cutting, 5 Hunf. 223 ; Ringgold v. Ringgold, 1 H. & G. 11; (for which purpose six months have been considered proper: Dunscombe v. Dunscombe, 1 J. C. R. 508 ; Ringgold v. Ringgold, 1 H. & G. 11 ; Merrick's Est., 2 Ashm. 485; Worrell's App., 23 Penn. St. 44; see Arthur v. Master in Eq., 1 Harp. Eq. 47 ; in 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; and on the other hand, in Barney v. Saunders, 16 How. U. S. 544, three months appears to have been considered sufficient) ; or the trustee invests in un- productive property : Ringgold v. Wilmer, ut supra ; or neglects to settle his account for a long period: Lyles v. Hatton, 6 G. & J. 122 ; Turney v. Williams, 7 Yerg. 172; or to distribute where necessary: Gray v. Thompson, 1 J. C. R. 82 ; Williams v. Powell, '16 Jur. 393 ; Griswold v. Chandler, 5 N. H. 497 ; he is liable to interest. In Rapalje v. Norsworthy, 1 . Sandf._ Chj_.3j}9, however, it was held that the trustee is not thus liable, ^mkrdy 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. Where the trustee does not show what amount of interest has been actually received, he will be charged with the whole [ amount accruing due since a reasonable period after the commencement of the trust. Bentley v. Shreve, 2 Maryl. Ch. 219. 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. Best, 2 McCord's Ch. 317 ; Jordan v. Hunt, 2 Hill's Eq. ' 145 ; ^Walker v. Bynum, 4 Desaus. 555 ; Campbell v. Williams, 3 Monr. 122 ; Jones v. WMrd, 10 Yerg. 160 ; Sheppard v. Stark, 3 Munf. 29 ; Burwell v. Anderson, 3 Leigh, >W; Garrett v. Carr, Id. 407 ; though see Powell v. Powell, 10 Alab. 900. The proper mode of taking the account was said in Pettus v. Clawson, 4 Rich. Eq. 92, to be to treat funds received during the current year as unproductive till its close, and to regard all expenditures in the course of the year as made before the balance struck, and as bearing interest. 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. Norsworthy, 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 executor's account, or to an assignee's account, the latter is bound to keep the fiwd OF INVESTMENT BY TRUSTEES. 551 compound interest,(p) 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, (q) {p) Stacpoole v. Stacpoole, 4 Dow. 209. [See the remarks on this case by the M. R. in 16 Jur. 754.] Brown v. Southouse, 3 Bro. 0. C. 107 ; Raphael v. Boehm, 11 Ves. 92, 13 Ves. 407, 590 ; Walker v.Woodward, 1 Russ. 107 ; Dornford v. Domford, 12 Ves. 127 ; Brown v. Sansome, 1 M'Clel. & Y. 427. (<2) Brown v. Sansome, 1 M'Clel. & Y. 427. at interest, and is liable therefor. Yundt's Appeal, 13 Penn. St. R. 575 ; Lane's Appeal, 24 Penn. St. 487, in which last case two months were allowed to invest. 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 accumu- late, according to several cases, or dicta, in this country, compound interest may be allowed. Schieffelin v. Stewart, 1 J. C. R. 620 ; Garniss v. Gardiner, 1 Edw. Ch. 128 ; Vanderheyden v. Vanderheyden, 2 Paige, 287 ; Ackerman v. Emott, 4 Barb. S. C. 626 ; Utica Ins. Co. v. Lynch, 11 Paige, 520 ; Latimer v. Hanson, 1 Bland, 51 ; Dif- fenderffer v. Winder, 3 G. & J. 341 ; Wright v. Wright, 2 McCord's Ch. 185 ; Bobbins v. Hayward, 1 Pick. 528, note ; Hodge v. Hawkins, 2 Dev. & Batt. 566 ; Swindall v. Swindall, 8 Ired. Eq. 286 ; Greening v. Fox, 12 B. Monr. 190 ; Karr v. Karr, 6 Dana, 3, where biennial rests were thought proper ; Clemens v. Caldwell, 7 B. Monr. 171 ; Harland's Accounts, 5 Rawle, 329 ; Lukens's App., 7 W. & S. 48 ; Pall v. Simmons, 6 Geo. 272 ; Kenan v. Hall, 8 Geo. 417, where under the circumstances interest was charged annually, and compounded every six years ; See 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 or compound in- terest 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 Barney v. Saunders, 16 How. U. S. 542, the rule on this subject is thus stated by Mr. Justice Grier: "On the subject of compounding interest on trustees, there is, and indeed could not well be, any uniform rule which could justly apply to all cases. When a trust to invest has been grossly and wilfully neglected, where the funds have been used by the trustees in their own business, or profits made of which they give no account, interest is compounded as a punishment, or as a measure of damages for undisclosed profits, and in place of them. For mere neglect to invest simple interest only is given. Six months rests have been made only where the amounts received were large, and such as could be easily and at all time3 invested." In this case yearly rests were allowed, but under the circumstances the account was so taken as to give compound interest in effect on the principal, but only simple interest on the annual balances. In Garrett v. Carr, 1 Rob. Va. 196, it was held, that under the Virginia statute with regard to guar- dians, they were liable to compound interest ; but as to executors, it is different. Burwell v. Anderson, 3 Leigh, 348. InKer's Adm. v. Snead, 11 Bost. L. Rep. 217 (in the Circuit Superior Court of Accomac County, Virginia), this subject was very learn- edly discussed, and the conclusion arrived at is that, except in cases of a provision ibr 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. f) 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 vindication 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. In Kyle v. Barnett, 17 Alab. 306, a trustee had invested the trust funds in a trading 552 op Investment by trustees. 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 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) -$" <>> f**^ ->*ax- *^* ^' 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 trust to have them charged with interest at five per cent., or to take the profits '< actually made, to ascertain which an inquiry will be directed. (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, (t) However, trustees will not always be charged with interest on the amount of a trust fund, which has been lost through their neglect of in- vestment. And interest has been refused, where the error has been [*375] through *ignorance and without any improper motive ;(w) or where the amount of the principal sums has been comparatively small ;{x) 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 rea- sonable 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 de- creed to pay interest, although the court decide against his claim, and order the principal into court.(s) But the question of interest will be further considered in a future place, (a) It is difficult to lay down any general rule as to the amount of the balances which a trustee cannot allow to remain unproductive without (r) Ex parte Hilliard, 1 Ves. Jun. 89 ; Roche v. Hart, 11 Ves. 61; and see this sub- ject further considered, post, p. 518 [Remedies for Breach of Trust]. (s) i See_Docker v. Somes, 2 M. & K. 655, where the authorities are collected and ex- amined by_LorarB^ougnammhisjudgment ; Palmer v. Mitchell, 2 M. & K. 672, n. (t) HeathcotevTHutoeTl J. & W. 122. (u) Bruere v. Pemberton, 12 Ves. 386 ; Massey v. Banner, 4 Mad. 419. , (x) Bone v. Cooke, 13 Price, 343 ; S. C. 1 M'Clel. 168. (y) Merry v. Ryves, 1 Ed. 1. (a) Bruere v. Pemberton, 12 Ves. 386; see Parrott v. Treby, Prec. Ch. 254; Bod- dam v. Ryley, 4 Bro. P. C. 561 ; Hooker v. Goodwin, 1 Swanst. 485. (a) See post, p. 522, Div. II, Ch. 1, Sect. 2. partnership of which he was a member, the operations of which were based partly on cash and partly on credit. It was held that he was chargeable only with that propor- tion of the -profits, if it could be ascertained, which accrued on the cash investments; that he was chargeable with such profits and the interest thereon from the time when they were received; and after the dissolution of the concern with interest on the capital invested, from the time he received or might with due diligence have received it. Where a trustee has employed the funds on usurious loans, he is chargeable with the whole interest received. Barney v. Saunders, 16 How. U. S. 543. OF INVESTMENT BY TRUSTEES. 553 incurving the consequences of a breach of trust. Where any payments are to be made, or liabilities to be provided for, the trustees will unques- tionably be justified in retaining a sufficient fund to answer those pur- poses. But otherwise the whole of the ready money ought doubtless to be invested. 1 In Moyle v. Moyle, the sum of 260Z. 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 be re- tained in any event, the court refused to sanction that proposition, and held the executors responsible for the loss. (b) The consequence of a breach of trust do not apply to such tempo- rary deposits of sums in cash, as are necessarily required for the pur- poses of the trust, such as rents and dividends, or other periodical pay- ments, which are made with reasonable prudence and precaution. Thus where money is deposited with a banker in good credit for remittance 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, had 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 discretion as to the mode of in- vestment, 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 ac- cording to the trust. For it is not always possible to find a secure in- vestment of that nature.(/) It was said by Lord Cottenham, in a recent (o) Moyle v. Moyle, 2 R. & M. T15, Iff. [See 17 Jur. 826.] (c) Addams v. Claxton, 6 Ves. 226. (d) Knight v. Lord Plymouth, 3 Atk. 480 ; Jones v. Lewis, 2 Ves. 240 ; Eouth v. Howell, 3 Ves. 564; Belchier v. Parsons, Ambl. 219. [See Johnston v. Newton, IT Jur. 826.] (e) Freme v. Woods, 1 Taral. 172 ; see Matthews v. Brise, 6 Beav. 239. (/) Wyatt v. Wallis, 8 Jurist, 117 ; [1 Cooper, 154, n.] 1 In Barney v. Saunders, 16 How. U. S. 544, a trustee was held liable for the loss by failure of his banker, of a balance of trust funds arising from payments on account of capital, left deposited by him for more than three months, that being considered to be a reasonable time for seeking investment ; but not for a balance arising merely from current collections. But in Johnston v. Newton, 22 L. J. Ch. 1039, where a will contained no direction for the executors to invest the proceeds of the testator's estate, and those proceeds were left in the hands of the testator's bankers, the executors were held not to be liable for a loss which ensued by a failure of the banker within a twelvemonth after the testator's decease. 554 OP INVESTMENT- BY TRUSTEES. case,(<7) that when the loss arises from the dishonesty or failure o^any one, to whom the possession of part of the estate has been intrusted, r*q7«n necessity, which includes the *regular course of business in ad- L J ministering the 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 considered to have treated the whole as his own, and would be held liable for interest ;(h) as well as for any loss of the principal occasioned by the banker's in- solvency.^') 1 And if the deposit of the trust fund under such circumstances be 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 de- posited, when the trustee with proper caution might have rendered it more secure, he will be held responsible for any loss. 8 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 Ex- chequer Bills, which he left for a twelvemonth in the hands of his broker, who made away with a part of them, and became bankrupt ; it was held by Lord Langdale, M. R., 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 Exchequer bills at the time of the broker's bankruptcy, with interest at four per cent.(&) 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 {g) Clough v. Bond, 3 M. & Cr. 496. (h) Ex parte Hilliard, 1 Ves. Jun. 89 ; Roche v. Hart, 11 Ves. 61. (i) Wren v. Kirton, 11 Ves. 377; Massey v. Banner, 4 Mad. 413; Freeman v. Fairlee, 3 Mer. 39 ; 2 Story, Eq. Jur. § 1270 ; Macdoanell v. Harding, 7 Sim. 178 ; Fletcher v. Walker, 3 Mad. 73. (k) Matthews v. Brise, 6 Beav. 239. 1 Stanley's App., 8 Barr, 431 ; Royer's App., 11 Penn. St. R. 36 ; Lukens's App., 7 W". & S. 48 ; Jenkins v. Walter, 8 G. & J. 218. Where trust-moneys are paid into a banker's to the private account of the trustee, the account being a simple account, not distinguished or marked in any way, the debt thus constituted from the bank to him, belongs, so long as it all remains due, specifically to the trust, as between the cestui que trust on the one hand, and the trustee or his personal representatives on the other ; and this is not affected by the fact that the trustee has also deposited his own proper moneys in the account, and also drawn out portions of the moneys deposited by general checks. The method of ascertaining what part of the balance is the trustee's own money is to apply the checks to the earliest items first : that is to say, in diminution of the trust fund^wo tanto, if those items arise from trust-moneys, or of the trustee's own moneys pro tanto, if they arise from them. Pennell v. Deffell, 18 Jur. 273 ; 23 L. J. Ch. 115. 3 Aston's Est, 5 Wharton, 228 ; Drever v. Mawdesley, 13 Jur. 330. In this last case the trustees were held liable, as regards infant cestui que trusts, even though a receiver had been appointed, in a suit for an account. OF INVESTMENT BY TRUSTEES. 555 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 undoubted 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 interest 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 properly invested.(Z) Questions of this nature have more usually occurred upon wills ; how- ever, the same equitable principles apply with equal force to trusts created by deed, (m) 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. The court itself invariably directs any *funds under its control to be invested in the three (-#0771 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 fluctua- tions of that fund ;( p) but he is liable for the fluctuations of any un- authorized 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 justifiable and proper step,(r) but not as a proper investment, (s) In an early case, Lord Harcourt stated his opinion, that if an execu- tor 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 (I) Challen v. Shippam, V. C. Wigram, 20th Jan. 1845, MS. [4 Hare, 555. See re- marks, 17 Jur. 826.] (m) See Trafford v. Boehm, 3 Atk. 440 ; Ryder v. Bickerton, 3 Swanst. 80 ; Bate v. Scales, 12 Ves. 402. {n) Lyse v. Kingdom, 1 Coll. 184, 188. (0) Trafford v. Boehm, 3 Atk. 444 ; Holland v. Hughes, 16 Ves. 114 ; Howe v. B. of Dartmouth, 7 Ves. 150. (p) Peat v. Crane, 2 Dick. 499, n. ; Clough v. Bond, 3 M. & Cr. 496 ; Jackson v. Jackson, 1 Atk. 513; Ex parte Champion, 3 Bro. C. C. 434; cited Franklin v. Frith, 3 Bro. C. C. 434. (q) Hancom v. Allen, 2 Dick. 498 ; Howe v. Earl of Dartmouth, 7 Ves. 150 ; Clough v. Bond, 3 M. & Cr. 496, 7. (r) Matthews v. Brise, 6 Beav. 329, (s) Ex parte Chaplin, 3 Y. & C. 397. [Knott v. Cottee, 16 Jur. 752.] 556 OF INVESTMENT BY TKUSTEES. without the indemnity of a decree. (t) However, his Lordship admitted, that the point had not been settled ; nor does it appear, that the opinion then expressed has ever been judicially adopted.(l) A trustee, there- fore, could not be advised to undertake 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 direction to invest in the funds, an investment on a mortgage security is improper.(a;) And it is equally certain, that where trust property is properly invested in the three per cents., a trustee cannot without special 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. (y) So it is also unquestionably clear, that trustees have no power perma- nently to convert the nature of the trust property, by laying out money in the purchase of real estate, unless a special authority for so doing is conferred upon them by the trust instrument. (g) 1 And the exercise of a mere discretionary power to make such a conversion, 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. (b) 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 (t) Brown v. Litton, 1 P. Wins. 141 ; see Lord Bldon's observations on the propriety of calling in trust-money laid out on real securities, in Howe v. Earl of Dartmouth, 7 Ves. 150 ; and see Norbury v. Norbury, 4 Mad. 191 ; Widdowson v. Buck, 2 Mer. 498, 9 ; Caldecott v. Caldecott, 1 N. C. C. 322. {u) See Wyatt v. Sherratt, 3 Beav. 498. (a:) Pride v. Pooks, 2 Beav. 430. (y) E. Powlett v. Herbert, 1 Ves. Jun. 297. (z) See E. of Winchelsea v. Norcliffe, 1 Vern. 434 ; as to effect of power of varying the securities, vide post, p. 482, Sect. 3, PI. Ill, of this chapter. (a) Lee v. Young, 2 N. C. C. 532. (6) Beauclerk v. Ashburnham, Rolls, 26th February, 1845, MS. ; [8 Beav. 322 ;] vide post, ubi supra. (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 been of the same opinion in the late case of Lyse v. Kingdom, 1 Coll. 188 ; but see Norbury v. Norbury, 4 Mad. 191. [See ante, note to page 368.] 1 Bonsall's App., 1 Rawle, 273 ; Billington's App., 3 Rawle, 55 ; Kaufman v. Craw- ford, 9 W. & S. 131 ; Royer's App., 11 Penn. St. 36 ; Ringgold v. Ringgold, 1 H. & G. 11 ; Eckford v. De Kay, 8 Paige, 89 ; Heth v. Richmond, &c, R. R. Co., 4 Gratt. 482 ; Morton's Ex'rs v. Adams, 1 Strob. Eq. 72. In Pennsylvania, however, where the powers of guardians are extensive, it has been held that a guardian might, in a case of imminent necessity, buy in real estate. Bonsall's App., Royer's App., ut supra. So, in Billington's Appeal, 3 Rawle, 55, it was held that an administrator might pur- chase a debtor's land under a. judgment against him, to prevent a sacrifice, and the debt being lost. In Oeslager v. Fisher, 2 Penn. St. 467, such a purchase was said by Sergeant, J., to be merely a temporary investment on the part of an executor or administrator; that it was to be treated as personal estate ; and that a purchaser from such executor would not be liable to see to the application of the purchase-money. But, it is apprehended, the purchaser must see that the executor was warranted by the circumstances iii buying. OF INVESTMENT BY TRUSTEES. 557 on petition ordered an accumulated sum to be laid out in the purchase of *real estate, but with a declaration, that it was to be consi- r* 070-1 dered as personal estate.(e) 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.(cZ) And an investment in South Sea Stock,(e) or Bank,(/) or India Stock,(#) though practically as safe as any government security, is not regarded by the court as a proper disposition of trust funds ; and upon acquiring judicial cognizance of the existence of such securities the court will order them to be sold and invested in the three per cents. Consequently, should any loss be occasioned to the trust estate by the fluctuation or depreciation in value of those securities, it would have to be made good by the trustees. (A) 1 These remarks apply with equal or even greater force to canal and railway shares' and other similar securi- ties ; as also to the public funds of any foreign state. And if a trustee (c) Webb v. Lord Shaftesbury, 6 Mad. 100. [See Ex parte Calmes, 1 Hill's Eq. 112.] (d) Fyler v. Fyler, 3 Beav. 550 ; Fuller v. Knight, 6 Beav. 205. (e) Trafford v. Boehm, 3 Atk;«t44. (/) Trafford v. Boehm, 3 Atk. 444 ; Howe v. Earl of Dartmouth, 7 Ves. 150. (g) Powell v. Cleaver, 7 Ves. 142, n. (A) Hancom v. Allen, 2 Dick. 498; Clough v. Bond, 3 M. & Cr. 496. 1 See ante, note to p. 368. Whether investments in banking and other corporations, are within the general powers of trustees, is quite unsettled in this country. In Har- vard College v. Amory, 9 Pick. 447, where there was a bequest of $50,000 " in trust to loan the same upon ample and sufficient security, or to invest the same in productive stock, either in bank shares or other stock, according to their best judgment," the trustees were held to be authorized to invest in the stock of an incorporated manufac- turing company. The court appear to consider bank stock, indeed, as a safer invest- ment than land. See also Lovell v. Minott, 20 Pick. 116. But such investments are never considered secure in England ; and indeed are only a form of personal security. Therefore, in Pennsylvania, after some little uncertainty, it is now settled that an in- vestment in stock of a banking, manufacturing, or trading corporation, is a breach of trust. Hemphill's App., 18 Penn. St. R. 303 ; Worrell's App., 23 Penn. St. 44 ; see Nyce's Est., 5 W. & S. 254; Morris v. Wallace, 3 Barr, 319. In Hemphill's Appeal, the trustees of Mr. Girard's will had invested in the stock of the United States Bank, in 1837, and continued the funds therein, till the stock had depreciated to a mere nominal value. Though Mr. Girard had invested in the same stock in 1831, it was held that the trustees were liable. S. P. Worrell's App. ut supr. The same conclusion was also arrived at in New York in Ackerman v. Emott, 4 Barb. S. C. 626, with regard to bank stock, and the English rule was adopted in its broadest terms. It was said there, that if the trustees go beyond the prescribed limits, "neither good faith, nor care, nor diligence, if they can accompany such departure, will protect them where there is an actual loss," But in Maryland, under a power in a writ to invest in " some safe and profitable stock," it was held that trustees were not liable for investing in United States Bank Stock. Gray v. Lynch, 8. Gill, 403. And so, in Mississippi, an investment by executors under a trust to invest " in good securities in the most profitable manner," in the stock of the Com- mercial Bank of Natchez, that stock being considered at the time a safe and profitable security, and taken by the most prudent and cautious men. Smyth v. Burns' Adm., 25 Mississ. 422. 558 OF INVESTMENT BY TRUSTEES. upon his own responsibility adopt any such investments, he must be pre- pared to take the consequences of any loss. If, therefore, such invest- ments are considered desirable, they should always be expressly autho- rized by the trust instrument. It is still more obvious, that a trustee cannot be justified in risking the funds intrusted to his management upon mere personal security, whether the fund belongs to infant or adult cestui que trusts,(i) and although it was stated on one occasion by Lord Northington, that the lending trust-money on personal security, as on a promissory note, would not of itself amount to a breach of trust without any circumstances of gross negligence,(&) and that dictum is also countenanced by some very early decisions,(Z) yet this doctrine has been long since clearly overruled, and it is settled that an investment on personal security, whether cre- ated by a promissory note,(wi) or a bond,(w) constitutes a breach of trust, for which the trustee will be personally liable.(o) 1 It is immaterial, moreover, that the person to whom the money is lent, and by whom the security is entered into, is a co-trustee of the fund.(p) It is to be observed, that if a trustee invest on securities, not expressly authorized by the trust, and not sanctioned by the practice of the court, it will be done at his own risk ; and he will have to make good any loss occasioned by such an investment. But at the same time he must ac- count to the cestui que trusts for any profits arising from the same source.^) (i) See Adye v. Feuilleton, 3 Sw. 87, n. (&) Harden v. Parsons, 1 Ed. 145. (1) Sir Edward Hale's and Lady Carr's case, 3 Sw. 63, n. ; see Emelie v. Emelie, 7 Bro. P. C. 259. (m) Ryder v. Bickerton, 3 Sw. 80, n. ; Darke v. Martyn, 3 Beav. 525 ; Vigrass v. Binfield, 3 Mad. 62. (n) Adye v. Feuilleton, 2 Cox, 24 ; 3 Sw. 84, n. ; Wilkes v. Steward, Coop. 6 ; Lang,- ston v. Ollivant, Id. 33 ; Collie v. Collis, 2 Sim. 365 ; Terry v. Terry, Prec. Ch. 273 ; Walker v. Symonds, 3 Sw. 1. (o) Holmes v. Dring, 2 Cox, 1 ; Walker v. Symonds, 3 Sw. 63 ; Clough v. Bond, 3 M. & Cr. 496 ; Watts v. Girdlestone, 6 Beav. 188, 191. (p) Ex parte Shakeshaft, 3 Bro. C. C. 197 ; Kebble v. Thompson, 3 Bro. C. C. 112; March v. Russell, 3 M. & Cr. 31 ; Walker v. Symonds, 3 Swanst. 1 ; Hewett v. Foster, 6 Beav. 259. [See ante, 309, note.] (g) Ex parte Shakeshaft, 3 Bro. C. C. 197 ; Wilkinson v. Stafford, 1 Ves. Jun. 32; Piety v. Stace, 4 Ves. 622 ; Bate v. Scales, 12 Ves. 402 ; Crawshay v. Collins, 15 Ves. 226 ; Docker v. Somes, 2 M. & K. 655 ; [Lewis v. Cook, 18 Alab. 337.] 1 The investment of trust funds on merely personal security, is, of course, a breach of trust. Nyce's Est., 5 W. & S. 254 ; Swoyer's App., 5 Barr, 377 ; Wills's App., 22 Penn. St. 330 ; Smith v. Smith, 4 J. C. R. 281 ; Gray v. Fox, Saxton, 259 ; Fowler v. Eeynal, 3 Mac. & G. 500, and many other cases. But in Massachusetts, where, as has been remarked, a looser rule appears to obtain, it was held in Lovell v. Minott, 20 Pick. 119, that a loan by a guardian on the promissory note of the borrower, payable in one year with interest, secured by a pledge of shares in a manufacturing corporation, then above par, the amount of the loan being about three-fourths of the par value, did not make the guardian responsible for a subsequent loss ; and so, where the shares were sola, the purchaser giving therefor his note, with two good indorsers, and the note of a third person, secured by mortgage. Or INVESTMENT BY TRUSTEES. 559 *So the employment of the trust funds in trade, or any specu- r*QTQ-i lative undertaking, without any express authority, will, d fortiori, be treated as a breach of trust. 1 And whatever may be the ap- parent advantages of such a course, and however well-intentioned the conduct of the trustee, there is no question but that the court will visit upon him any loss resulting from such a step :(r) while he will have to account for any profit thus made.(s) And if a trustee stand by and suffer his co-trustee so to deal with the trust funds ; or, still more, if he be in any way accessory to the breach of trust, he will be equally liable, although he may not have otherwise actively interfered.(i) And the same rule applies, although the trust property be merely continued in the trade or business of the testator.(w) And it is immaterial that the trustees were the partners of the testator.(a;) Where the trust property is already invested on personal or other se- curities which would not be sanctioned by the court, it frequently be- comes a question of no little difficulty to determine, how far it is the duty of trustees to call in such securities, and lay out the proceeds on some proper investment. 2 If there be an express trust declared for the conversion of the exist- ing securities, then, of course, there can be no doubt as to its being the duty of the trustees to act upon that direction, and the neglect to do so will be a breach of trust.(^) And although there may be no positive trust to convert, yet if an order of the court in a suit for the adminis- (r) French v. Hobson, 9 Ves. 103. (s) Brown v. De Tastet, Jac. 284 ; Cook v. Collingridge, Jac. 607 ; Crawshay v. Col- lins, 15 Ves. 218 ; 2 Russ. 325 ; Featherstonhaw v. Fenwick, 17 Ves. 298 ; Docker v. Somes, 2 M. & K. 655 ; Wedderburn v. Wedderburn, 2 Keen, 722 ; 4.1, & Cr. 41. (t) Ex parte Heaton, Buck. 386 ; Booth v. Booth, 1 Beav. 125. [See ante, p. 309.] (u) Booth v. Booth, 1 Beav. 125. (a:) Wedderburn v. Wedderburn, 2 Keen, 722 ; 4 M. & Cr. 41. [See Cummins v. Cummins, 3 J. & Lat. 64.] (y) Dimes v. Scott, 4 Russ. 201, 207; Mucklow v. Fuller, Jac. 198; Bullock v.~~ Wheatley, 1 Coll. 130; Byrne v. Norcott, 13 Beav. 336; vide post [Choses in Action], p. 446. ' Munch v. Cockerell, 5 Myl. & Cr. 178. In Cummins v. Cummins, 3 J. & Lat. 64, it was ruled that, though a settlor should authorize the trustees to continue the trust funds of a trading firm, in which he had invested them, if upon a change taking place in the firm, as by the withdrawal of one of the partners, they permit the fund to remain upon the personal security of the new firm, they will be guilty of a breach of trust. So a direction by a testator to his executors, to continue his trade, does not authorize them to embark in his trade any of the testator's general assets, beyond those already em- barked in it at his death. McNeillie v. Acton, 17 Jur. 1041. But, where a discretion is expressly given to permit money to remain invested in a trade on personal security, they will not be liable for its loss, where they have acted honestly to the best of their judgment. Patton v. Richardson, 19 Jurist, 1192. 8 Trustees with discretion to continue assets on their then securities, are not bound to do so against their judgment on the application of the tenant for life. Murray v. Glasse, 23 L. J. Ch. 124. 560 OF INVESTMENT BY TRUSTEES. tration of the trust has been made r directing the trustees to convert and invest in the three per cents., they ■will be liable for neglecting to comply with such an order, and this though the order has been obtained by the trustees themselves.(2) Where the trust for conversion is created by will, and applies to the residuary estate of the testator, a twelvemonth from the testator's decease appears to have been fixed upon as usually the proper time for effecting the conversion. (a) Thus, in a late case, where a testator directed that his outstanding personal estate should be got in as soon as conveniently might be after his decease ; and the executors and trustees suffered a bond debt to re- main outstanding for five years after the testator's death, and the sum ■wITs lost by the failure of the debtor, the trustees were held liable to make good the amount. (5) And from the observations of the Vice- Chancellor in the course of his judgment in that case, it seems that it would have been a breach of trust, on the part of the trustees, to have r^nnA-i suffered the debt to *remain outstanding after three years had elapsed from the testator's death.(c) And in these cases it is not a sufficient excuse for the neglect of the trustees, that the testator had himself created the objectionable security, and reposed great con- fidence in the debtor, who was supposed to be in affluent circumstances.(i) But in these cases much must necessarily be left to the discretion of the trustees : and if in the honest and proper exercise of that discre- tion, they delay the realization, they may not be held liable for any loss occasioned by that delay. As where executors, who were directed by the will to call in the testator's personal estate with all convenient speed, continued his trade for some years after his death, and thus occasioned a considerable loss, the court refused to charge them with the loss, as they had acted bona fide, and according to the best of their judgment.(e) And again, where one of two executors and trustees delayed the sale of some Mexican bonds for a year and seven months after the testator's death, in the hope that the price, which had greatly fallen, might rise in the interim; Sir R. Pepys, M. R., refused to fix him with the loss.(/) And the trustee so acting -will not be the more liable, because he acted against the wishes and consent of his co-trustee, if his conduct be bona fide.(g) And it is immaterial that the direction is to convert with all convenient speed, for that is no more than the ordinary duty implied in the office of trustee.(^) But where there is no actual direction for the conversion of the exist- (z) Sowerby v. Clayton, 8 Jur. 597. (a) Dimes v. Scott, 4 Russ. 195; Taylor v. Clarke, 1 Hare, 161, 168 ; see Walker v. Shore, 19 Ves. 387 ; Gibson v. Bott, 7 Ves. 94, 5. [17 Jur. 826.] (6) Bullock v. Wheatley, 1 Coll. 136. (c) 1 Coll. 136. (Y) Bullock v. Wheatley, 1 Coll. 130. (e) Garret v. Noble, 6 Sim. 504. (/) Buxton v. Buxton, 1 M. & Cr. 80. (g) 1 M. & Cr. 96. (A) 1 M. & Cr. 93. OF INVESTMENT BY TRUSTEES. 561 fng securities, which, on the contrary, are specifically given to the trustees, to be held and applied by them upon the trusts declared ; the continuation of the property in its existing state must necessarily have been contemplated by the author of the trust, and may therefore be properly permitted.by the trustees ; unless some reason arise for calling it in, which did not exist when the trust was created.(i) And if in such a case the relative interests of the cestui que trusts would be affected or altered by the disposition of the existing securities, and their investment in the three per cents., the trustees would not be justified in taking that step, although a power is given them to vary the securities, (k) If, however, the author of the trust in general terms vest his whole estate in trustees, either by deed or will, without any specific mention of the securities, of which it then consists, and there be nothing from which it may be inferred that the trusts were intended to apply to the property in its actual state ; it would be a very hazardous course for the trustees to suffer any part of the estate unnecessarily to remain out- standing on improper security. It certainly would be no valid reason for their so doing, that the creator of the trust himself considered the existing securities to be a sufficient investment. (T) 1 Thus it is settled to be the duty of executors and trustees to call in any:part of the trust funds which they may find outstanding on mere personal security, although no specific direction for that purpose is con- tained in the will.(m) ! *It has also been laid down to be incumbent on executors r+qo-i-i to transfer into the three per cents., any funds which they may find invested in other than government stock ;(n) 3 and it seems (t) Lord v. Godfrey, 4 Mad. 455. [k) 4 Mad, 455. (Z) Powell v. Evans, 5 Ves. 844; De Manneville v. Crompton, 1 V. & B. 359; Bul- lock v. Wheatley, 1 Coll. 1.30. [See Hemphill's App., 18 Penn. St. 303.] (m) Lowson v. Copeland, 2 Bro. C. C. 157 ; Powell v. Evans, 5 Ves. 839 ; Caffrey v. Darby, 6 Ves. 488 ; Maitland v. Bateman, 13 Law Joum. N. S., Chanc. 272 ; Carrey v. Bond, 12 Id. 484 ; Mucklow v. Puller, Jao. 198 ; Tebbs v. Carpenter, 1 Mad. 297, 8 ; Bailey v. Gould, 4 Y. & C. 221 ; Clough v. Bond, 3 M. & Cr. 496 ; Rogers v. Vasey, V. C. K. Bruce, 27th Jan., 1845, MS.; Att.-Gen. v. Higham, 2 N. C. C. 634. (w) Holland v. Hughes, 16 Ves. 114. 1 In Barton's Estate, 1 Pars. Eq. 24, the trustee suffered bank stock of the testator to remain outstanding, by which a loss occurred, and was held not liable therefor ; this was, however, before Hemphill's App., 18 Penn. St. R. 303, where another decision of the same court, on a somewhat similar point, was reversed. 2 See Wills's Appeal, 22 Penn. St. 330. But it would seem that where a doubtful security has been taken by a testator, his executor, after making all possible inquiries which may be expedient, will be justified in making further advances out of the assets to render the security available. Collinson v. Lister, 24 L. J. Ch.. 762 ; 19 Jur. 839. 3 A testator directed his executors and executrix to invest his residuary estate " upon government or some other good and sufficient security." The executrix, who was also tenant for life, allowed a sum of Navy 5 per cents., standing in the testator's name at his death, to remain in its then state of investment, and received the dividends up to her 36 562 OF INVESTMENT BY TRUSTEES. that this rule will apply to stock of so undoubted a character as Bank of England stock ;(o) it will prevail therefore a fortiori with regard to foreign stock, or shares in speculative companies. However, it is not the duty of trustees to call in money invested on good real security, where no risk is apparent.(p) Although it is other- wise where from change of circumstances the security of the investment is diminished, and the capital endangered, as where the interest is not regularly paid, and becomes greatly in arrear.(g') It is difficult to lay down any definite rule for the guidance of trustees in such cases, in each of which they must necessarily be governed by their own discre- tion adapted to the particular circumstances ; bearing in mind the general rule, that in all cases a trustee is bound to take the same pre- cautions, and act with the same prudence with regard to the trust estate, as if he were dealing with his own. Where a mortgage security is paid off voluntarily by the mortgagee, it will be the trustee's duty.to invest the money, in the absence of special directions, in the three per cents, (r) In some cases the trustee will be charged with interest as well as the capital which has been lost by not calling in the improper securities'.(s) However, the distinction between trustees putting out money themselves on improper security and permitting it to remain upon the security which the testator had chosen, is fully admitted, and will have due weight with the court in determining the extent of their liability.(£) Interest, therefore, will not be given in these cases, unless there has been great negligence on the part of the trustees.(w) Where the trust-moneys are once properly invested in stock, the trus- tees cannot without an express authority dispose of the stock, and in- vest 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 re- ' placed for a sum less than that at which it was sold, to invest the (o) Howe v. B. of Dartmouth, 7 Ves. 149, 150. (p) Howe v. E. of Dartmouth, 7 Ves. 150 ; see Saddler v. Turner, 8 Ves. 621 ; Orr v. Newton, 2 Cox, 274. (g) Tench v. Cheese, M. R., 19th Nov. 1844, MS. (r) Challen v. Shippam [4 Hare, 556]. (.s) Powell v. Evans, 5 Ves. 839 ; Mucklow v. Fuller, Jac. 200. (t) Powell v. Evans, 5 Ves. 841 ; Clough v. Bond, 3 M. & Cr. 496. [u) Lowson v. Copeland, 2 Bro. C. C. 157 ; Tebbs v. Carpenter, 1 Mad. 298. death, more than thirty 'years. During this period the Navy 5 per cents, were re- peatedly converted by Act of Parliament, so that at her death the fund was worth much less than the consols, which might have been purchased with the money arising from the sale within a year after the testator's death. It was held that in the absence of any evidence of unfairness or unreasonableness, the widow having by the will a discretion as to the mode of investment, was not liable for a breach of trust in not having sold the 5 per cents. Baud v. Fardell, 19 Jur. 1214; 25 L. J. Ch. 21. OF INVESTMENT BY TRUSTEES. 563 surplus in the same stock to the same uses.(a;) 1 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 the trustees, r*QQo-i they will be charged with interest at five per cent.(g) It has been decided, that even an express power for the trustees to vary the securities, does not authorize changes made without any appa- rent object, or any prospect of benefiting the trust estate.(a) And if the trustees dispose of the existing securities without having in contem- plation any immediate reinvestment, they will be liable for any loss that may ensue. (b) The exercise of a power of changing the securities will not be imperative on the trustees, unless it be expressly made so by the terms of the instrument. (c) a 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 of (x) Adams v. Clifton, 1 Russ. 297 ; Earl Powlett v. Herbert, 1 Ves. Jun. 297 ; see "Witter v. Witter, 3 P. Wms. 100 ; Fyler v. Fyler, 3 Beav. 550 ; Hanbury v. Kirk- land, 3 Sim. 265 ; Crackel v. Bethune, 1 J. & W. 586 ; Underwood v. Stevens, 1 Mer. 712 ; Williams v. Nixon, 2 Beav. 472. [Murray v. Peinour, 2 Maryl. Ch. Dee. 421.] (y) Forrest v. Elwes, 4 Ves. 497. [See Fowler v. Raynal, 13 Jur. 649.] (a) Pocock v. Reddington, 5 Ves. 794 ; Mosley v. Ward, 11 Ves. 581 ; Bate v. Scales, 12 Ves. 402. (a) Brice v. Stokes, 11 Ves. 324, 5, 6 ; see De Mauneville v. Crompton, 1 V. & B. 359. [See 3 Mac. & G. 500.] (6) Hanbury v. Kirkland, 3 Sim. 265 ; Broadhurst v. Balguy, 1 N. C. C. 16 ; Watts v. Girdlestone, 6 Beav. 190. (c) Vide supra, and post, p. 482, Section 3, PI. Ill, of this Chapter. (d) Brice v. Stokes, 11 Ves. 319 ; Langford v. Gascoigne, Id. 333 ; Booth v. Booth, 1 1 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 autho.r of the trust. Murray v. Feinour, 2 Maryl. Ch. 418. Where trustees have committed a breach of trust in selling stock, they are not discharged from the consequences of that breach, by replacing some other stock which is not the stock in question. Therefore, where a sum of consols was sold out by two trustees under a marriage settlement, and the proceeds lent to the husband, and one of the trustees afterwards dying, the money was repaid, and invested in 4 per cents., in the name of the surviving trustee, who again lent the money to the husband, who became insolvent, it was held that the estate of the deceased trustee was liable for the original stock. Lander v. Weston, 20 Jurist, 58. 2 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 direct it, Wood v. Wood, 5 Paige, 596 ; Deadrich v. Cantrell, 10 Yerg. 263 ; Contee v. Dawson, 2 Bland, 264 ; Burrill v. Sheil, 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. Sheil], ut 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 executors to invest in the funds in England ; the court subsequently, on the restoration of confidence, under the Constitution, ordered the funds to be invested in this country. 564 OF INVESTMENT BY TRUSTEES. 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 compensation to the trustee to the extent of that benefit.(/)' 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.(A) And it is almost unnecessary to add, that the party whose concurrence 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, (z) 2 are of course not binding ; and a, cestui Beav. 125 ; Broadhurst v. Balguy, 1 N. C. C. 16; Nail v. Punter, 5 Sim. 555; Walker v. Symonds, 3 Sw. 64. (e) Booth v. Booth, 1 Beav. 125, 130 ; Fuller v. Knight, 6 Beav. 205. (/) Ibid. 130. (g) Mountfort v. Lord Cadogan, 17 Ves. 489. [See on this subject Munch v. Cocker- ell, 5 Myl. & Cr. 178.] (A) "Walker v. Symonds, 3 Sw. 1 ; Underwood v. Stevens, 1 Mer. 712. (t) Cocker v. Quaile, 1 B. & M. 535 ; Hopkins v. Myall, 2 R. & M. 86 ; Kellaway v. Johnson, 5 Beav. 319 ; see Ryder v. Byckerton, 3 Sw. 80, u. 1 Where trustees who had no express authority to invest trust funds upon mortgage, so invested the same at the instance of the cestui que trust for life, for the purpose of increasing his income, and a loss was occasioned, the trustees were held liable to make it good in the first instance, at the application of the' remainderman, but the cestui que trust for life. was declared bound to the extent of his actual receipts, to re- coup the trustees, and the life estate impounded for the purpose. Raby v. Ridelhalgh, 24 L. J. Ch. 528 ; 19 Jurist, 363. In the subsequent case of Baud v. Fardell, 19 Jur. 1214, this decision was said to have turned on the ground, that the trustees "had not exercised their own discretion, but allowed themselves to be swayed by the entreaties of the tenants for life." And see the remarks in 19 Jurist, part ii, p. 473. 2 Murray v. 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 infants, could give consent for them, on bill filed, to a proper change of investment. In Mant v. Leith, 21 Law J. Chanc. 719, 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 in- vestment, he was charged only with the amount of the dividends which would have accrued on the trust fund, had it remained in its original state of investment. In Brewer v. Swirles, 23 L. J. Ch. 542, it was held that where a married woman had by the limita- tions of a settlement, in effect, complete control over, and an absolute interest in the trust funds, she could not make the trustee liable for any loss by an improper investment to which she had consented : and further, that she could not, by appointing the fund to her infant children, enable them to proceed against the trustee for such a purpose. See also as to the approval of an investment by a feme coverte, Barton's Est., ut supra. 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. OP INVESTMENT BY TRUSTEES. 565 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 sub- sequently questioned.(fc) 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 con- tinuance of the preceding life estate ; for until his own title accrues in possession, he has no immediate right to interfere in the ordinary ad- ministration of the trust estate.(Z) *If a trustee have lent the trust-moneys upon the personal r*ooq-| security of one of the cestui que trusts in a manner not autho- rized 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. (m) This may also be done by the representa- tives of the trustee, by whom the improper investment was originally made.(n) And in like manner, if the trust fund have been transferred by 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. (0) And in such a case the cestui que trusts 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 himself 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 presumptive evidence be adduced, that the purchase was made in execution of the trust.(r') (k) Walker v. Symonds, 3 Sw. 69 ; Bateman v. Davis, 3 Mad. 98 ; Nail v. Punter, 5 Sm. 555 ; see Marsh v. Russell, 3 M. & Cr. 31, 42. (I) Bennett v. Coley, 5 Sm. 181; S. C. 2 M. & K. 225. (m) Payne v. Collier, 1 Ves. Jun. 170 ; Greenwood v. Wakeford, 1 Beav. 576 ; Fuller v. Knight, 6 Beav. 205. (n) Greenwood v. Wakeford, 1 Beav. 576. (0) Franco v. Franco, 3 Ves. 75 ; May v. Selby, 1 N. C. C. 235. (p) Ibid. (q) Wood v. Harman, 5 Mad. 368. [Lock v. Lomas, 21 Law J. Chanc. 503 ; Coon- rod v. Coonrod, 6 Hamm. 114 ; Wormley v. Wormley, 8 Wheat. 421.] (r) Perry v. Phillips, 4 Ves. 108 ; vide post, p. 522 (Remedies for Breach of Trust). [But see ante, 91, note.] (1) If a trustee be compelled to make good to the cestui que trusts a loss occasioned by the default of a co-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. ' 566 OP TRUSTEES FOR TENANT FOR LIFE. A trust to invest in the purchase of land does not authorize the trus- tees 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 benefit of the persons beneficially entitled in remainder, and they are therefore entitled to be present in the Master's office at the investigation of the title to the lands, which are proposed to be purchased, although it would be otherwise where all the persons beneficially interested are before the court, (t) The usual indemnity clause will not exonerate a trustee from the consequences of a breach of trust, in neglecting to convert and invest as directed by the trust instrument.(w) 1 Where a specific sum (as 2,0002.) is given by will to trustees to be in- vested, the costs of the investment in the absence of any express di- rections, must be defrayed out of the particular sum, and will not fall upon the testator's general estate. (x) It is the duty of trustees to give their cestui que trusts full informa- tion as to the disposition and investment of the trust property.(^) r*3841 * VI " — 0F TRUSTBES 0F PROPERTY SETTLED FOR LIFE, WITH "• 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 imme- diate beneficial enjoyment is given. In administering the trust, there- fore, the interests of both must be equally consulted, nor must any ad- vantage be given to either of them at the expense of the other. 2 It has been already seen,(s) 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 negli- gence by suffering the tenant for life to possess himself of the deeds ; or d fortiori if they deliver them over to him with cognizance of the intention to make an improper use of them, they will be responsible to (*) Bostockv. Blakeney, 2 Bro. C. C. 653. [But see Parsons v. Winslow, 16 Mass. 361.] (t) Davis v. Combermere, 9 Jar. 76. (u) Mucklow v. Fuller, Jac. 198 ; see Langston v. Olivant, Coop. 33. [Fenwickv. Green well, 10 Beav. 412.] (x) G-witter v. Allen, 1 Hare, 505. (y) Walker v. Symonds, 3 Sw. 58. (z Ante, Pt. II, Ch. Ill, page 272. (a) Ante, Pt. II, Ch. III. 1 Nor does it exonerate trustees from exercising a careful discretion as to the suffi- ciency of an investment. Drosier v. Brereton, 15 Beav. 221 ; Stretton v. Ashmall, 24 L. J. Ch. 277, 3 Drewr. 9. 2 Equity will entertain a suit to vacate a decree obtained by collusion between trustees and tenants in possession to defeat the remainderman. Wright v. Miller, 4 Selden, 9. OF TRUSTEES FOR TENANT FOR LIFE. 567 the remainderman for any loss that may ensue.(5) In the recent case of Denton v. Denton,(c) 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 re- mainder over. Upon the testator's death, A. entered into possession of the estate, and acquired possession 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 proceedings ; 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 lordship appears to have attached much weight to the long acquies- cence of the trustees in the possession of the tenant for life.(c) So it has been also stated, that in the absence of any express direc- tions in the instrument creating the trust, the trustees will be entitled to the possession and management of the estate, if the nature of their duties require that they should have a controlling power. 1 For instance, where the trust is to keep up insurances, or pay annuities, or other pe- riodical 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.(d) 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 permit 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 limitations 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) However, where the income of the estate is amply sufficient to defray the prior charges upon it, the tenant for life will be let into possession upon giving *proper security for pay- pooc-i ment of the annuities or other charges. (/) Although posses- sion will not be given him until the sufficiency of the estate for that (6) Evans v. Bicknell, 6 Ves. 174. (c) Denton v. Denton, 8 Jur. 388 ; [1 Beav. 388.] (d) Tidd v. Lister, 5 Mad. 429; and see Jenkins v. Milford, 1 J. & W. 629; ante, Pt. II, Ch. III. (e) Naylor v. Arnitt, 1 E. & M. 501. (/) Blake v. Bunbury, 1 Ves. Jun. 194, 514 ; S. C, 4 Bro. C. C. 21. 1 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 the cestui que trust and her husband without conversion, they had the right to the possession, the right to control being in the trustees ; but that the money and stocks should remain in the possession of the latter. 568 OF TRUSTEES FOR TENANT FOR LIFE. purpose has been ascertained by taking the accounts.^) In the case of Denton v. Denton,(A) which is stated above, the trustees of an estate, charged with the payment of annuities, were restrained from. taking pro T ceedings 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 ex- clusive management of the property, that intention will prevail.(^) And if the personal possession or occupation of the property be essential to its beneficial enjoyment, as in the case of a family residence, there the court will, in any case, deliver the possession to the cestui que trust for life, taking means to secure due protection of the property for the benefit of those in remainder. (T) Where the tenant for life takes the legal estate as well as the equitable interest, the right of possession usually follows, and is commensurate with, the title, (m) 1 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. There- fore, they must not permit him to cut timber, or open mines, or commit other waste. {n) (g) Blake v. Bunbury, 1 Ves. Jim. 194, 514; S. C, 4 Bro. C. C. 21. (h) Denton v. Denton, 8 Jur. 383; [1 Beav. 388.] (i) 5 Mad. 432. [Young v. Miles' Exr's, 10 B. Monr. 290.] (k) Ibid. (1) 5 Mad. 432, 3 ; ante, Pt. II, Ch. III. \m) See Tidd v. Lister, 5 Mad. 432 ; supra, Pt. TI, Ch. Ill, [p. 269.] (n) Whitfield v. Benett, 2 P. Wms. 242 ; Denton v. Denton, 8 Jur. 388. 1 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 ; and his duties and liabilities as trustee are not affected: Shibla v. Ely, 2 Halst. Ch. 181. The trust is, however, an implied and not an express one. Joyce v. Gun- nels, 2 Rich. Eq. 259. But where money is given to one person for life with remainder to another, the remainderman cannot claim the benefit of contracts made by the tenant for life with the money. Broome v. Curry's Adm., 19 Alab. 805. 2 Freeman v. Cook, 6 Ired.' Eq. 376 ; Woodman v. Good, 6 W. & S. 169. In the latter case it was held that the trustee might bring an action of waste against the equitable tenant for life. An equitable tenant for life mortgaged his life estate as secu- rity to certain creditors, and then went on to cut down, and sell timber: it was held, that as against mortgages and incumbrances on the life estate the remainderman had an equity to have the injury to the inheritance made good, and had for that purpose a lien on the rents and profits in the hands of the trustee. ' Briggs v. Earl of Oxford, 19 Jurist, 817. But a tenant for life is subject to no implied trust to keep the property in repair, and a court of equity cannot interfere in such a case to prevent permissive waste. Nor can the trustees interfere with the possession of an equitable tenant for life on such grounds. Powys v. Blagrave, 1 Kay, 495, affirmed, 24 L. J. Ch. 142; see, however, Wilson v. Edmonds, 4 Foster, 545. OF TRUSTEES FOR TENANT FOR LIFE. 569 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 materially 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 tenant for life, it will be a sufficient precaution on the part of the trustees to take a schedule 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) 1 (o) Waldo v. Waldo, 7 Sim. 261 ; see Smythe v. Smythe, 2 Sw. 251 ; Brydges v. Brydges, Id. 150 ; Wykham v. Wykham, 19 Ves. 419. (j>) Newdigate v. Newdigate, 1 Sm. 131 : Davies v. Leo, 6 Ves. 786 ; Chamberlain v. Dummer, 3 Bro. C. C. 549. [See on this subject Marker v. Marker, 9 Hare 1 ; Morris v. Morris, 15 Sim. 510; 11 Jur."196 ; Duke of Leeds v. Lord Amherst, 14 Sim. 357 ; 2 Phill. 117.] j (q) Burge v. Lamb, 16 Ves. 174. (r) Bill v. Kynaston, 2 Atk. 82 ; Leeke v. Bennett, 1 Atk. 471. 1 It is now established, that the first taker of articles specifically bequeathed to seve- ral 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 where 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 removal. Langworthy v, Chadwick, 13 Conn. 42 ; Hudson v. Wadsworth, 8 Id. 363 ; Holliday v. Coleman, 2 Munf. -162 ; Mortimer v. Moffatt, 4 Henn. & Munf. 503 ; Chisholm v. Starke, 3 Call, 25; McLe- more v. Goode, 1 Harp. Eq. 272 ; Swan v. Ligan, 1 McCord Ch. 227 ; Cheshire v. Che shire, 2 Ired. Eq. 569 ; Sutton v. Craddock, 1 Id. 134 ; Howell v. Howell, 3 Id. 522 Swan v. Ligan, 1 McC. Ch. 227; Henderson v. Vaulx, 10 Yerg. 30; Clarke v. Saxon, 1 Hill's Eq. 75 ; Spear v. Tinkham, 2 Barb. Eq. 211 ; Nance v. Coxe, 16 Alab. 125 ; see Kinnard v. Kinnard, 5 Watts, 109; though the tenant for life be a feme covert. Clarke v. Saxon,l Hill's Eq. 75. And a purchaser from tenant for life may also be compelled to give security; Cordes v. Ardrian, 1 Hill's Eq. 154 ; Westcott v. Cady, 5 J. C. R. 334 ; or (in South Carolina) a purchaser at an execution against the life tenant. Pringle v. Allen, 1 Hill's Eq. 135. The remaindermen are entitled %o apply at once where it is shown that the property is in possession of a wrongdoer who claims the title as his own. Ramey v. Green, 18 Alab. 771. Parties entitled under executory bequests, and to other contingent interests, are also entitled to the protection of the court in such cases. Bras- well v. Morehead, 1 Busb. Eq. 26; Frazer's Adm. v. Bevill, 11 Gratt. 9. In Pennsyl- vania, 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 instance, though they might stay exe- cution till it was given; see Lippencott v. 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 per- sonal 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 compelled 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 sufficiently secure the interest of the person entitled in 570 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 pos- sessor than real estate, it is unquestionably the duty of the trustees to retain the possession for the benefit of those entitled in remainder ; and r* c ?8fi1 ^ *^ey *^ e ^ ver over * ne f" un( l unprotected into 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 trustees 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 property; 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 responsibi- lity upon the trustees, as long as no circumstance occurs to alter or defeat the right of the tenant for life to the enjoyment 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 divi- dends, 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 such a power, will have the same effect. > 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 pay- ing over these unusual additions to the beneficial tenant for life, but they must invest them for the benefit of all parties.(s) 1 (s) Brander v. Brander, 4 Ves. 800 ; Paris v. Paris, 10 Ves. 185 ; see Hooper v. Ros- siter, 13 Price, 774 ; S. C. 1 M'Clel. 527. 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. Where there has been a conversion of property settled for life with remainders over, though in the lifetime of the first taker, the remaindermen are only entitled to interest or profits from his death. Ramey v. Green, 18 Alab. 771. See also a discussion of this subject in the American notes to Howe v. Earl of Dart- mouth, 2 Lead. Cas. Eq., part i, 425, 1st Am. Ed. 1 In Price v. Anderson, 15 Sim. 473, however, where an insurance company had de- clared for several years yearly dividends of 2J per cent., but in 1846 declared a divi- dend of 12 J per cent., it was held that a tenant for life of the stock was entitled to the whole amount. So in Johnson v. Johnson, 15 Jur. 714, a "bonus or increased dividend of £10 per share, to be added to the usual dividend of £3 per share, making altogether £13 per share," declared by an Insurance Company two years after a testa- tor's death, was held to be income, and the tenant for life of the shares entitled thereto. So in Murray v. Glasse, 17 Jur. 816 ; 23 L. J. Ch. 126, it was held that a tenant for life was entitled to bonuses arising from profits. See, also, Cogswell v. Cogswell, 2 Edw. Ch. 231 ; and Ware v. McCandlish, 11 Leigh, 595 ; the general rule being, that the tenant for life is entitled to increase and profit. OF TRUSTEES FOR TENANT FOR LIFE. 571 * 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 in- terests 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 remainderman. (tf And the same rule applies to articles, which ipso usu consumuntur, such as wines, live stock, and other property of that nature. (u) And if in con- travention of this rule, the trustees suffer the tenant for life to receive the whole income arising from the perishable securities, he will be de- creed to refund what he may have received over and above what he would have received, if the conversion had been duly made, and the pro- ceeds ^invested in the three per cents. ;{x) and this difference r* 007-1 will be treated as capital to be invested for the benefit of all ^ parties entitled.(«/) 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. (s) 2 (t) Howe v. Earl of Dartmouth, 7 Ves. 137 ; Fearns v. Young, 9 Vea. 552 ; Dimes v. Seott, 4 Russ. 200 ; Alcock v. Sloper, 2 M. & K. 701, 2 ; Mills v.. Mills, 7 Sim. 501 ; Pickering v. Pickering, 2 Beav. 57 ; S. C. 4 M. & Cr. 298 ; Lichfield v. Baker, 2 Beav. 481 ; Benn v. Dixon, 10 Sim. 636. (m) Randall v. Russell, 3 Mer. 194, 195. (x) Howe v. Earl of Dartmouth, 7 Ves. 151 ; Mills v. Mills, 7 Sim. 509. (y) Ibid. (2) Howe v. Earl of Dartmouth, 7 Ves. 151 ; Dimes v. Scott, 4 Russ. 195, 206. If stock directed to be laid out in land is sold between the half yearly days of pay- ment of dividends, in order to complete a purchase, a compensation or equivalent will be made to a tenant for life who would have been entitled to the dividends becoming due on the next day of payment. Lord Londesborough v. Somerville, 23 L. J. Ch. 646. 1 See post, note to page 390. * In Meyer v. Simonson, 21 Law J. Chanc. 678, 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 572 OF TRUSTEES FOR TENANT FOR LIFE. 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 payments, the court" will confine its decree to the conversion, without directing any ac- count of the previous receipts. (a) And where it appeared to be benefi- cial to all parties, that annuities and policies settled on a party for life should not be sold, the court on application has sanctioned their reten- tion in specie by the trustees. (b) It is settled that bank stock, when settled for life, though a* permanent security, must also be converted and invested in the three per cents. : because it depends on the will of the directors, whether the casual pro- fits (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, applies 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 con- vert 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 en- titled 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 passing 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 between the annual amount actually (a) Lichfield v. Pickering, 2 Beav. 481, 8 ; see Pickering v. Pickering, 4 M. & Cr. 298, 304. (6) Glengall v. Barnard, 5 Beav. 245. (c) Mills v. Mills, 7 Sim. 509 ; see Howe v. Earl of Dartmouth, 7 Ves. 150. [See Price v. Anderson, 15 Sim. 479.] It has been already stated that where property of this description is made the subject of a trust, the bonuses must be treated as capital and invested. [Ante, p. 386.] without sacrificing anything by a forced sale. As to this the rule is clear ; it must be converted, and the produce must be invested 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 reasonable administration, is not capable of an immediate con- version, and which cannot be sold immediately without involving a sacrifice of both principal and interest. In this case, the rule is to take the value of the testator's in- terest, and to give the tenant for life the income of that present value." OF TRUSTEES FOR TENANT FOR LIFE. 573 paid, and that which, according to the foregoing rule, ought to have been paid by them to the tenant for life.(d) And although the security bearing the higher interest is subsequently disposed of and invested in the three per cents, at a much more ad- vantageous 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, r^ooo-i by setting off against it the increase to the trust estate, ■which had proceeded from the delay in making the required investment ; but they will be charged with the whole of the stock actually purchased, as well as the whole interest actually received, 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 investment 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 E-olls,(/) 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 express trust for conversion and investment is contained in the instrument, it has never been decided, that the trustees would not be justified in paying over to the tenant for life the whole of the income arising from a permanent security, which produces more than the ordinary interest, as long as the trust funds or any part of them are suffered to remain on that secu- rity.^) Where a testator directs his residuary estate to be converted and in- vested 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.(i) 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 de- cisions of very eminent Judges may be urged in support of each. 1st. The tenant for life may be entitled to nothing until the expira- tion of a twelvemonth from the testator's death, according to the opinion of Sir John Leach in Scott v. Holling worth, (&) and of Sir Thomas Plumer in Taylor v. Hibbert ;(l) and the income in the mean time is to (d) Dimes v. Scott, 4 Russ. 195; [see as to a discretionary direction to convert,. Prendergast v. Prendergast, 3 H. L. Ca. 195.] (e) Dimes v. Scott, ubi supra. (/) 4 Russ. 201. {g) 4 Russ. 207. (A) See Howe v. Earl of Dartmouth, 7 Ves. 150 ; [Prendergast v. Prendergast, 3 House Lds. cases, 195 ; and Meyer v. Simonson, 21 Law J. Chanc. 678 ; Williamson v. Williamson, 6 Paige, 303.] (i) Dimes v. Scott, 4 Russ. 195; see preceding page. {k) 3 Mad. 161; and see Vickers v. Scott, 3 M. & K. 500. [I) 1J.&W. 308; and see Tucker v. Boswell, 5 Beav. 607. 574 OP TRUSTEES FOR TENANT FOR LIFE. be added to, and form part of the capital of the residue. Both those two learned Judges appear to have assumed* that this opinion was in accordance with the established rule of the court, and Sir Thomas Plumer(w?) treats this general rule as having been so settled by Lord Eldon in the case of Sitwell v. Bernard.(w) However, in the subse- quent case of Angerstein v. Martin,(o) that great Judge himself dis- claimed any intention of establishing any such general rule by his de- cision 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.(^) The case of Vickers v. Scott(g') 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*3»cn *^' A ccor ciing to the decision of Sir A. Hart, V. C, in La L -J 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 parts 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,(g) and Hewitt v. Morris,(i) are also in favor of this doctrine, which is also strongly supported by the observations of Sir J. Wigram, V. C, in the recent case of Taylor v. Clark.(w) •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 testator's death. And this view of the law is supported by Lord Eldon's decision in the case of Angerstein v. Martin, (a;) and by that of Lord Langdale, M. R., in Douglas v. Congreve.(#) It has been observed by Vice-Chan- cellor Wigram, (2) 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 have been considered as overruled by Lord Lynd- hurst's decision in Dimes v. Scott. (6) The latter case of Douglas v. Congreve,(e) which is clearly inconsistent with Dimes v. Scott, was also strongly questioned by Vice-Chancellor Wigram in the recent case of Taylor v. Clark,(d) in which all the authorities on this subject are col-, lected and reviewed, and his Honor's decision, in which he followed (m) 1 J. & W. 313. (n) 6 Ves. 522. (o) T. & R. 238 ; and see Hewitt v. Morris, T. & R. 244. (p) T. & R. 239. (g) 3 M. & K. 500. (r) 2 Sim. 18. (*) 7 Ves. 95. \t) T. & R. 241. («) 1 Hare, 173, 4; see also Caldecott v. Caldecott, 1 N. C. C. 312. («) T. & R. 232. (y) 1 Keen, 410. (z) 1 Hare, 172 ; and see Caldecott v. Caldecott, 1 N. C. C. 318. (a) 2 Sim. 22. (b) 4 Russ. 209. (c) 1 Keen, 410. (d) 1 Hare, 172, 3. OF TRUSTEES FOR TENANT FOR LIFE. 575 Dimes v. Scott in preference to Douglas v. Corigreve, is directly at vari- ance with the latter case.(e) 4th. According to the determination of Lord Lyndhurst in Dimes v. Scott,(ee) the tenant for life will take, not the interest actually arising from the property during the first year after the testator's death, but t he amount of the dividends on so much three per cent, stock, as would have been produced by the conversion of the property at the end of that year. And this solution of the question has recently been adopted by Vice- Chancellor Wigram in the case of Taylor v. Clark. (/) In this conflicting state of the authorities on the subject, nothing but the decisions of the highest judicial authority can set the question com- pletely 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 authority in its favor. 1 However, should any adverse claim be originated on this point, no trustee could be advised to take upon himself the responsibility of putting his own construction on the relative rights of the tenant for life (e) See Caldecott v. Caldecott, 1 N. C. C. 320. (ee) 4Russ. 209. (/) 1 Hare, 161. 1 The determination of the Chancellor in Dimes v. Scott, is also approved by Mr. Spence, after a full discussion of the authorities ; 2 Spence, Eq. Juris. 564, &c. ; and was followed by the Master of the Rolls in Morgan v. Morgan, 14 Beav. 72 ; overruling Douglass v. Congreve, &c. In Robinson v. Robinson, 21 Law J. Chanc. Ill, the Lords 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, 21 Law J. Chanc. 678, where the money consisted of per- sonal estate invested on personal security, payable by instalments, V. Ch. Parker held that the tenant for life (the widow), was only entitled to four per cent, 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 Williamson v. Williamson, 6 Paige, 304 ; and the result of the English authorities said to be, and it was so decided, that in the be- quest of a life estate in a residuary 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 after- wards 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 per 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. Iglehart, 6 Gr. & J. 191, however, the English rule appears to be in- applicable in Maryland, as the tenant 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 Angerstein v. Martin, cfted in the text. 576 OF TRUSTEES FOR 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 terms , *have given the tenant for life any interest until certain invest- L J ments are made, the court (in the absence of any provisions 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, there- fore, be treated as if it had heen 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) < 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 un- diminished to those entitled in remainder. If, therefore, the will shows an intention on the part of the testator to give the property in its exist- ing 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 parti- cular case will be carried into effect.(«) Thus, if a leasehold estate, or a certain sum of terminable annuities, or other property, which is wasting (no matter how rapidly), he be- queathed specifically to, or in trust for, A. for life with remainder over : although the tenant for life may very possibly exhaust the entire pro- perty to the total exclusion of the remainderman, 1 the testator is himself the best judge of what he intended the parties to take, and the general rule for conversion will not apply, (k) (h) Sitwell v. Bernard, 6 Ves. 520 ; Tucker v. Boswell, 5 Beav. 607 ; Entwistle v. Markland, lb. 528, n. ; Stuart v. Bruere, lb. 529, n. ; Walker v. Shore, 19 Ves. 387 ; Taylor v. Clark, 1 Hare, 167, 8. (i) Alcock v. Sloper, 2 M. & K. 702 ; Pickering v. Pickering, 2 Beav. 57. (k) Howe v. Earl of Dartmouth, 7 Ves. 149 ; Bethune v. Kennedy, 1 M. & Cr. 116; Pickering v. Pickering, 4 M. & Cr. 299 ; Vaughan v. Buck, Phill. 80 ; Lord v. Godfrey, 4 Mad. 455. [Prendergast v. Prendergast, 3 H. L. Ca. 195 (in the Domus Proc.) ; Morgan v. Morgan, 14 Beav. 72 ; Howe v. Howe, 14 Jur. 359; Cotton v. Cotton, 14 Jur. 950 ; Pickup v. Atkinson, 4 Hare, 628.] 1 Therefore, where leasehold property specifically bequeathed for life, is wrongfully converted by the trustees, the tenant for life surviving the term is entitled to the whole fund, to the exclusion of the remainderman. Phillips v. Sarjent, 7 Hare, 33. The rule laid down in this ease was followed in Beaufoy's Est., 1 Sm. & GifF. 22, and applied to compensation-money paid into court by a railway company, for a leasehold interest held for lives, the tenant for life being held entitled to the whole on the death of the last cestui qui vie. On a similar principle where real estate, subject to a long lease, held by a tenant for life, with remainders, was taken by a railway company, the tenant for life was held to be entitled to interest on the whole purchase-money, though more than the previous rent. Re Steward's Estate, 1 Drew. 636. OP TRUSTEES FOR TENANT FOR LIFE. 577 And where there is a specific gift of articles quce ipso usu consumun- tur, 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 interest is inopera- tive.^) There is little difficulty, therefore, in those cases, where the bequest is clearly specific. But it has been observed by Lord Cottenham,(m) that there are other cases of very great difficulty, 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 pro- perty is not to be enjoyed specifically. In these cases, the construction will, of course, be governed by the particular expressions 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 oonversion, a principle, which was said by Lord Cottenham(w) to be often very difficult to carry out.(o) 1 (I) Randall v. Russell, 3 Mer. 194, 5. (m) 4 M. & Cr. 299. (re) In Pickering v. Pickering, 4 M. & Cr. 303. (o) See Hinves v. Hinves, 3 Hare, 611, 12. 1 Cafe v. Bent, 5 Hare, 35, where it was said, that the general rule as to the conversion of wasting property, " does not proceed on the assumption that the testator intended Ms property to be sold; but upon this, that the testator has intended the enjoyment of perishable property by different persons in succession ; and this the court can accom- plish only by a sale." To the same effect are the observations of Lord Brougham in the case of Prendergast v. Prendergast, 3 H. L. Ca. 195, in the House of Lords. The rule above stated, and established in Howe v. Lord Dartmouth, is not very favorably regarded in the modern cases ; 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 lean- ing 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, 16 Jurist, 1081 ; 21 L. J. Ch. 811 ; see, however, the remarks of L. J. Knight Bruce in this case on appeal, 22 L. J. Ch. 238 ; 2 De G. Mac. & G. 115 ; Burton v. Mount, 2 De G. & Sm. 383 ; 12 Jur. 934 ; Howe v. Howe, 14 Jur. 359 ; and see 2 Spence Bq. Jur. 42, 554, and the autho- rities there cited. "The court," it was said in Prendergast v. Prendergast, 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. Par- ker in Blann v. Bell, ut supr., " that the applicability of the rule, in a particular case, is to be ascertained by construing the whole will according to the directions given by vthe testator." It is still incumbent, 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, 2 De G. Macn. & G. 775. See, also, an able and thorough discussion of the subject in the London Law Magazine for August, 1853, vol. 50, p. 171. The difference between a specific and residuary gift of chattels' is fully recognized in 37 578 OF TRUSTEES FOE TENANT FOR LIFE. Thus, it seems to be now clearly settled, that a general residuary gift, the United States. Where there is specific gifts of articles quae usu consumuntur, 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 are not consumed by use, but are only deteriorated, or wear out, as furniture, plate, farming utensils, &c, the re- mainder is good, but the tenant for life is entitled to the use of the articles. If, how- ever, the gift is residuary, the property, of whatever kind, must be sold, and the interest, only, of the proceeds, given to the tenant for life. Covenhoven v. Shuler, 2 Paige, 132; Patterson v. Devlin, 1 McMull. Bq. 459; Woods v. Sullivan, 1 Swann, 507; Robertson v. Collier, 1 Hill. Eq. 373 ; Horry v. Glover, 2 Id. 515 ; Calhoun v. Furge- son, 3 Rich. Eq. 165 ; Saunders v. Haughton, 8 Ired. Eq. 217 ; Tayloe v. Bond, 1 Busb. Eq. 25 ; De Peyster v. Clendining, 8 Paige, 295 ; Henderson v. Vaulx, 10 Yerg. 30 ; Homer v. Shelton, 2 Metcalf, 194 ; Kinnard v. Kinnard, 5 Watts, 108. In Evans v. Iglehart, 6 Gill & Johns. 192, however, it was held that the English rule, which re- quires 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, the tenant for life is only entitled to the interest, unless he gives security. Patterson v. Devlin, ut supr. ; Eichelberger v. Barnetz, 17 S. & R. 293 ; Kinnard v. Kinnard, ut supr. ; Rodgers v. Rodgers, 7 Watts, 19 ; Freeman v. Cook, 6 Ired. Eq. 379. With re- gard to the increase of stock, &c., 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. Devlin, McMull. Eq. 459; Poindexter v. Blackburn, 1 Ired. Eq. 286 ; Saunders v. Haughton, 8 Ired. Eq. 217 ; Calhoun v. Furgeson, 3 Rich. Eq.160; Evans v. Iglehart, 6 Gill & John. 172 ; Woods v. Sullivan, 1 Swann, 507 ; Hunt v. Watkins, 1 Humph. 498 ; 2 Kent's Comm. 253, note (a). But where a life estate is given in slaves, it has been held, in Virginia, Alabama, and North and South Carolina, that the remainderman was entitled to the issue. Ellison v. Woody, 6 Munf. 368; Covington v. McEntire, 2 Ired. Eq. 316 ; Milledge v. Lamar, 4 Desaus. 617 ; Robertson v. Collier ; Horry v. Glover ; Patterson v. Devlin, ut supr. ; Strong's Exr. v. Brewer, 17 Alab. 713; Patterson v. High, 8 Ired. Eq. 52 ; Calhoun v. Furgeson, 3 Rich. Eq. 160. But in Maryland, the general rule appears to apply. Scott v. Dobson, 1 H. & McH. 160 ; Evans v. Iglehart, 6 G. & Johns. 172 ; Wootten v. Burch, 2 Maryl. Ch. Dec. 191 ; Holmes v. Mitchell, 4 Maryl. Ch. 163. But it has been held in the latter State, that where a farm with negroes, &c, is given in trust that the income arising therefrom shall be applied for the benefit of the cestui que trust for life, he is not entitled to the increase ; for the reason of the rule does not apply. Holmes v. Mitchell, ut supr., affirmed by a divided court, in 4 Md. R. 532. Though considerations of policy and humanity might seem to justify those decisions which, departing from general principle, give the off- spring of slaves to the remainderman, it cannot be denied that they must often work great injustice to the tenant for life ; for he must thereby be compelled to maintain at considerable expense the young, from whose labor he can hope to derive eventually but little benefit, while on the other hand the burden of the support of the aged and in- firm falls -on him, without any compensation whatever. 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 Patterson v. Devlin, 1 McMull. Eq. 459; Covenhoven v. Shuler, 2 Paige, 131 ; Black v. Ray, 1 Dev. & Batt. Eq. 443. See on this subject Calhoun v. Furgeson, 3 Rich. Eq. 160, where the distinctions above stated are considered and examined with much clearness. OF TRUSTEES FOR TENANT FOR LIFE. 579 in trust for a person for life, followed by a direction to sell after r*qq-i-i *the death of the tenant for life, will entitle the tenant for life to the specific enjoyment of such parts of the trust estate as consist of leaseholds, or other perishable securities,^) and the contrary decisions of the Vice-Chan cell or of England in Mills v. Mills, (q) and Benn v. Dixon, (r) would scarcely be suffered to prevail against the other autho- rities, (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.(z) In Alcock v. Sloper(w) 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 effects 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 converted during her life, and that she was therefore held entitled to receive the income of some long annuities which formed part of the residuary estate. (w)(l) So in Collins v. Collins(a;) 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 be divided in the following manner — one-half in equal proportions to my father," and so on, and Sir J. Leach was of opinion, that the remainderman was not entitled to have a leasehold estate of the testator sold, there being a sufficient indication of the testator's intention, that the widow should enjoy the property in specie: and this decision was afterwards approved of and acted upon by Lord Cottenham in Pickering v. Pickering. {y) In Bethune v. Kennedy(s) the testatrix, after making two specific bequests of sums in the long annuities, gave the residue of her property, all she did or might possess in the funds, copy or leasehold estates, to her two sisters during their lives ; at the decease of both of them to be ( p) Alcock v. Sloper, 2 M. & K. 699 ; Daniel v. Warren, 2 N. C. C. 29q. (2) 7 Sim. 501. (V) 10 Sim. 636. [See, also, Chambers v. Chambers, 15 Sim. 189.] (s) See Hinves v. Hinves, 3 Hare, 611. \t) Collins v. Collins, 2I.4K. 703 ; Bethune v. Kennedy, 1 M. & Cr. 114. (u) Alcock v. Sloper, 2 M. & K. 699. (x) 2 M. & K. 703. [See Hunt v. Scott, 1 De G. & Sm. 219.] (y) 4 M. & Cr. 300. (z) Bethune v. Kennedy, 1 M. & Cr. 114. (1) However, in Mills v. Mills, 7 Sim. 501, a direction by a testator for the sale 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 re- quiring the conversion of the leasehold property. 580 OF TRUSTEES FOR TENANT FOR LIFE. 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 150Z. 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 0. Pepys, M. K., 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.(g) I"*3Q9T *The next case is Pickering v. Pickering,(a) where the testator gave and bequeathed to his wife all the interest, rents, dividends, annual produce and profits, use and enjoyment, of all his estate and effects whatsoever, real and personal, for and during the term of her natural life, and (after giving her certain specified articles) at the de- cease of his said wife, he gave, devised, and bequeathed to his son-in- law, E. R. P., all the rest and residue of his estate and effects what- soever, 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 property of the testator during her life without any conversion for the benefit of the remain- derman. And this decision was affirmed on appeal by Lord Cotten- ham.(aa) In Goodenough v. Tremamondo,(o) 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 trustees 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 con- tended, that this leasehold ought to have been converted; but the Master of the Rolls (Lord Langdale), without 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 re- peated ; there being no other property except the leasehold to which the term was applicable.(b) It maybe remarked, that the term "rents" was also made use of by the testator in Pickering v. Pickering, although (z) Bethune v. Kennedy, 1 M. & Cr. 114. (a) Pickering v. Pickering, 2 Beav. 31 ; S. C. on Appeal, 4 M- & Cr. 289. [See Prendergast v. Prendergast, 3 H. L. Ca. 195 ; see further Burton v. Mount, 2 De G. & Sm. 383 ; 12 Jur. 934.] (aa) Pickering v. Pickering, 2 Beav. 31 ; S. C. on Appeal, 4 M. & Cr. 289. [See Prendergast v. Prendergast, 3 H. L. Ca. 195 ; see further, Burton v. Mount, 2 De G. & Sm. 383, 12 Jur. 934; Hood v. Clapham, 24 L. J. Ch. 193.] (6) Goodenough v. Tremamondo, 2 Beav. 512. In a late, case it was held by the same learned Judge, that a direction that the tenant for life should have "the full and entire enjoyment of real and personal estate" operated as a specific gift of leaseholds. Harvey v. Harvey, 5 Beav. 134 ; see Att. Gen. v. Petter, 5 Beav. 164. OF TRUSTEES FOR TENANT FOR LIFE. 581 neither of the learned Judges, ■who decided that case, appears to have attached any particular importance to that circumstance. There indeed the testator appears to have been possessed of an estate in land pur autre vie, to which the term " rents" might have applied.(cXl) 1 The recent decision of the Lord Chancellor in Vaughan v. Buck(d) is also in favor of the enjoyment of the residue in specie by the legatee for life. But in the late case of Benn v., Dixon,(e) the testator gave to his wife the whole o"f the interest arising from his property both real and per- sonal during her life, and at her decease to be disposed of, as thereafter named, and should she die without leaving issue, he gave the whole of his property, both real and personal, to his brothers and sister in equal pro- (c) 4 M. & Qr. 292. (d) 1 Phill. 76. (e) 10 Sim. 636. (1) In Mills v. Mills, 7 Sim. 501, the same expression occurred, but Sir L. Shadwell, V. C, notwithstanding, held, that the property ought to have been converted in favor of the remainderman. [See Hood v. Clapham, 24 L. J. Ch. 193.] 1 In Harris v. Poyner, 1 Drewry, 174, a testator gave all his residuary real estate, and all his stock, 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, 15 Beav. 193. however, where the testator bequeathed the interest and proceeds of the residue of his property " of every description it might be at his death," to certain persons for life, and afterwards over, it was held that railway shares ought to be converted ; and see Morgan v. Morgan, 14 Beav. 92. So in Blann v. Bell, 11 L. J. Ch. 236 ; 2 De G. Mac. & G. 775, where a testator gave the residue of his estate to trustees to pay the dividends of 1500Z. stock to A. for life, and after to divide the dividends between P. 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 dividends, interest, rents, and annual produce to his wife E. B. for life, with remainder to F. R. for life, with other remain- ders. The testator had leasehold property, canal, and insurance shares, and Dutch bonds. It was held by the Lords Justices, that she was not entitled to enjoy the shares and Dutch bonds in specie, though she was the leaseholds. In Hood v. Clapham, 24 L. J. Ch. 193, a testator gave ''all his freehold and leasehold estates, and also all other his real and personal estate, upon trust to collect and receive all moneys due to him, mortgages, bonds, or other securities and rents" and after payment of debts and legacies, to invest the residue in government stock ; " and as to one-half of all his said freehold and leasehold estates, and all the said trust-moneys, stocks, funds, and securities, and all other his real and personal estate, upon trust to pay the rents, dividends, and annual income," in equal half parts to each of his daughters for life, with remainders over. The testator's personal estate consisted of leaseholds, and several terminable an- nuities, furniture, &c. The trustees did not convert any of these, but, on the contrary, they divided the rents and the annuities between the tenants for life ; and they also divided the furniture between them. Upon a bill filed by parties claiming through those entitled in remainder, held, that the trustees were bound to convert the whole of the personal estate, including the terminable annuities other than the leaseholds. 582 OF TRUSTEES FOR TENANT FOR LIFE. portions. Part of the testator's estate consisted of a leasehold house, in which he resided, and which his widow continued to occupy after his r*3Qm *death. ■"■* was contended on behalf of the widow, on the authority of Alcock v. Sloper, Collins v. Collins, and Pickering v. Pickering, that she was entitled to the specific enjoyment of this pro- perty ; 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 the property to be sold by public auction. The Vice-Chancellor held, that S. M. W. was entitled to the enjoyment in specie of lease- holds, which formed part of the testator's estate. 1 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 whatsoever for her life at her own disposal, but not to sell without the consent 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 entitled 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, con- sist of a reversionary interest, which produces no immediate available income, but which admits of being valued, and converted into money, the same rule which in the cases hitherto considered, works for the benefit of the persons entitled in remainder, will also hold good (to the same extent and subject to the same exceptions) for the benefit of the tenant for life : and according to that rule it is primd facie the duty of trustees at once to dispose of such an interest, and invest the proceeds (/) Benn v. Dixon, 10 Sim. 639 ; and see Mills v. Mills, 1 Sim. 501, stated supra, 391, ii. iff) 2 N. C. C. 290. (h) 3 Hare, 609. ' 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 "itas follows:" — He then gave various general stock legacies, and whatever there might be then remaining, after the above-mentioned directions 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. Lichfield v. Baker, 2 Beav. 481. op Trustees for tenant for life. 583 in stock, which will produce an immediate income 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 per- sonally 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 & 40 Geo. Ill, c. 98 (usually called the Thellusson Act), 1 the enjoyment of the income of *property might have been suspended for so long a period as the t-^qqa-i vesting of the estate itself, viz., for a life in being, and a subse- *■ ^ quent period of twenty-one years. (I) The abuse of this legal right in the case of the will of the late Mr. Thellusson, induced the legislature to in- terfere 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 settlor, or 4th, During the minority or minorities of any person or persons, who, if of full age, would be entitled under the limi- tations to the income, which is directed to be accumulated. But the (i) Fearns v. Young, 9 Ves. 549, 552 ; Dimes v. Scott, 4 Buss. 200. (k) Kaye v. Powell, 1 Ves. Jun. 408. (1) Lord Southampton v. Marquis of Hertford, 2 V. & B. 61. [Hillyard v. Miller, 10 Barr, 333.] 1 Upon the construction of this Act, the following decisions since the publication 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. Harman, 9 Beav. 320 ; Bateman v. Hotchkin, 10 Beav. 426 ; Bouth v. Hutchinson, 8 Beav. 581 ; Boughton v. Boughton, 1 H. L. Ca. 406 ; Lady Rosslyn's trust, 16 Sim. 391 ; Halford v. Stains, Id. 488; Ellis v. Maxwell, 12 Beav. 104; "Wilson v. Wilson, 1 Sim. N. S. 288; Bassil v. Lister, 9 Hare, 177; Morgan v. Morgan, 20 Law J. Chanc. 109 ; S. C. Id. 441 ; Bourne v. Buckton, 2 Sim. N. S. 91 ; Corporation of Bridgnorth v. Collins, 15 Sim. 528. See as to proviso with regard to portions, ante, 368, and note. In Pennsylvania, there was formerly no legis- lative provisions 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 v. Miller, 10 Barr, 326. Now, however, the Legislature, by the act of 1853 (P. L. 507), \ 9, has substantially adopted the Thellusson Act, omitting, how- ever, the proviso with regard to trusts for debts and portions. On the other hand, in addition, donations, bequests, and devises, for any literary, scientific, charitable, or reli- gious 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 ii, ch. 1, tit. 2, § 15, 37 ; tit. 4, \ 1, &c, there are restrictions against the accumu- lations, even more stringent than the Thellusson Act. 584 OF TRUSTEES FOR TENANT FOR LIFE. act contains an exception in favor of any accumulation directed for the payment. 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 pro- perty 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.(jw) The act goes on to direct, that any accumulations directed contrary to its provisions shall be void, and that the income directed to be accumu- lated 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 when the period allowed by the act for accumulation has expired, the income during the residue of the time appointed for its accumulation 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 remain- der over, the trustees will not be justified in raising out of the corpus of the estate any sums, which may be requisite for the substantial 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') 1 (m) Griffiths v. Vere, 9 Ves. 136 ; 1 Jarm. Pow. Dev. 418, 9 ; Ellis v. Maxwell, 3 Beav. 587. [Wilson v. Wilson, 1 Sim. N. S. 288.] (ra) Lade v. Holford, Ambl. 479 ; Eyre v. Marsden, 2 Keen, 564 ; S. C. on appeal, i M. & Cr. 231, and cases cited ; Marshall v. Holloway, 3 Swanst. 432 ; Griffiths v. Vere, 9 Ves. 129 ; Longdon v. Simpson, 12 Ves. 295 ; Lord Southampton v. Hertford, 2 V. & B. 61 ; Haley v. Banister, 4 Mad. 277. [Nettleton v. Stephenson, 3 De G. & Sm. 366 ; see the remarks of Gibson, C. J., in 10 Barr, 335 ; ante, note to page 393.] (o) Eyre v. Marsden, 2 Keen, 564 ; 4 M. & Cr. 231 ; M'Donald v. Bryce, 2 Keen, 271. [Sewell v. Denny, 10 Beav. 315 ; Barrett v. Buck, 12 Jur. 771; Boughton v. Boughton, 1 H. L. Cas. 406 ; Nettleton v. Stephenson, 3 Be G. & Sm. 366.] [p) O'Neil v. Lucas, 2 Keen, 313 ; Ellis v. Maxwell, 3 Beav. 587; Att.-Gen. v. Pojlden, 3 Hare, 555, (g) Bostock v. Blackeney, 2 Bro. C.'C. 653 ; Hibbert v. Cooke, 1 S. & St. 552 ; Nairn v. Majoribanks, 3 Russ. 582 ; Caldecott v. Brown, 2 Hare, 144. ' See Thurston v. Dickinson, 2 Richard. Eq. 317 ; Cogswell v. Cogswell, 2 Edw. Ch. 231 ; Jones v. Dawson, 19 Alab. 672; Martin's App., 23 Penn. St. 438; and in this last case it was doubted whether even the Legislature could authorize the trustee to make such expenditure. But in Parsons v. Win slow, 16 Mass. 361, it was said, that where trustees are directed to invest in real estate, and purchase a house, the expenses of putting it in tenantable repair, come out of the capital. And in Harris v. Poyner, 1 Drewry, 174, where leaseholds were specifically bequeathed for life, and the tenantfor life was compelled to make good dilapidations incurred by the testator, under a cove- nant in the lease, it was held that the expenses were to be charged on the corpus of the estate ; though the rule is different as between a specific and a residuary legatee. OP TRUSTEES FOR TENANT FOR LIFE. 585 Previously to the act 4 & 5 Will. IV, c. 22, the representatives or assigns of tenants for life of rents, annuities, or stocks, &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 indeed there were an express provision for that purpose. 1 But by that statute Hickling v. Boyer, 1 De G. Mac. & G. 762. A tenant for life making permanent im- provements on the estate will not in general be allowed compensation as against the remainderman. Corbett v. Laurens, 5 Rich. Eq. 301. But in Gambril v. Gambril, 3 Maryl. Ch. 259, where a tenant for life had made necessary permanent improvements for the mutual accommodation of himself and the remainderman, and the property was sold to promote the interests of all concerned, the former was held to be entitled to com- pensation against the latter in proportion to the value of his interest, out of the proceeds of sale. A second tenant for life cannot charge on the inheritance, money expended in repairs which ought to have been performed by the previous life tenant, unless the ex- pense was occasioned by wilful waste by the latter. Sharshaw v. Gibbs, 1 Kay, 333. Now, however, in Pennsylvania, by the 3d Sect, of the Act of May 3, 1855 (Bright Supp. 1156), it is enacted that it shall be lawful for the Court of Common Pleas of the proper county, upon notice to the parties in interest, whenever, in the opinion of the court, it will promote the interest of any estate held in trust composed of both real and personal estate, to order, on the petition of the trustee and the beneficial owner for at least a life estate, that the personal property, or a portion thereof, shall be applied for the improvement and greater productiveness of the real estate : and it is further provided that it shall be the duty of the trustee to keep an account of such expenditures, and if the personal and real estate shall go to different persons in remainder or rever- sion, there shall be no change of the rights of such persons, but such expenditure shall be a charge on such realty, in favor of those entitled to the personalty, and be recoverable by decree in such court, and if necessary, an order and decree of sale, as in the case of Orphans' Court sales. In the case of a total destruction of an insured building by fire, the property 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 in- terests ; and the money is not to be applied to the rebuilding of the house ; Haxall's Ex'rs v. Shippen, 10 Leigh, 536 ; Graham v. Roberts, 8 Ired. Eq. 99 ; but the case of a partial injury is different, and the amount of the insurance is to be applied to the repair of the building. Brough v. Higgins, 2 Gratt. 408. 1 In most of the States there are now statutory provisions authorizing the apportion- ment of rent on the death of the tenant for life; following the 11 Geo. II, ch. 19, &c. See 3 Kent Comm. 471; Pennsylvania Act of 1834, g 7 (Dunlop, 518); 3 Greenleaf Cruise, 117 (306), note ; Code of Virginia, 1849, p. 574; see Price v. Pickett, 21 Alab. 741. With regard to annuities, the general rule is that they are not apportionable. Wiggin v. Swett, 6 Metcalf, 194; Mannings v. Randolph, 1 Southard, 144; Tracy v. Strong, 2 Conn. 659; Earp's Will, 1 Pars. Eq. 468; see Gheen v. Osborn, 17 S. & R. 171; McLemore v. Goode, Harp. Eq. 275 ; Waring v. Purcell, 1 Hill's Eq. 199. Where, however, a testator gave an annuity to his wife " in lieu of dower," it was held apportionable. Gheen v. Osborn, 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 generosity of the donor, an annuity is apportionable. Dividends from money in the funds, and bank stock, are also not apportionable : Earp's Will, 1 Pars. 468 ; Wilson v. Harman, 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 ; Sweigart v. Berks, 8 S. & R. 299. Under a will made before the 4 & 5 William IV, and consequently under the 11 Geo. II, 586 OF TRUSTEES FOR TENANT FOR LIFE. the right to such an apportionment is given in all cases, where the right .-^qqr-i to the payment *is created by any instrument or will executed or coming into operation after the passing of the act.(r) 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 defraying those charges out of the general trust fund.(s) 1 (r) See re Markby, 4 M. & Cr. 484; Michell v. Michell, 4 Beav. 549. [This act ap- plies to an annuity not continued after the death of the annuitant. Trimmer v. Danby 23 L. J. Ch. 979.] (s) Fountaine v. Pellet, 1 Ves. Jun. 342. it was held that where the proceeds of land held by tenant for life with remainders, taken by a railway company, were invested, and the tenant for life died between two dividends, there was no apportionment. Longworth's Est, 23 L. J. Ch. 104. 1 Cairns v. Chabert, 3 Edw. Ch. 312; Jones v. Dawson, 19 Alab. 672; Tupperv. Fuller, 7 Rich. Eq. 170. 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 incumbrances on the estate, falls on 'the tenant for life. 4 Kent's Comm. 74; Jones v. Sherrard, 2 Dev. & Batt. Eq. 187 ; Cogswell v. Cogswell, 2 Edw. Ch. 231 ; see Caulfield v. Maguire, 2 J. & Lat. 141 ; Hiuves v. Hinves, 3 Hare, 609. But this is only to the extent of the rents and profits, and therefore, if a tenant for life pays off and takes an assignment of a mortgage, he is entitled to charge the inheritance with the difference between the interest payable on the mortgage and the annual rents and profits, if the former exceeds the latter. Lord Kensington v. Bouverie, 24 L. J. Ch. 442 ; 19 Jur. 100, L. JJ. of Appeal. In taking the account in such a case, the tenant for life is not to be charged with wilful default, as a mortgagee in possession, unless on special grounds. Ibid. Though it was formerly held that a second tenant for life is bound to pay out of the rents and profits arrears of interest on a charge which have accrued out during the life of a preceding tenant for life: Penrhyn v. Hughes, 5 Ves. 99 ; this appears to be now overruled, and such arrears are held to be between him and the remainderman, a charge on the inheritance. Sharshaw v. Gibbs, 1 Kay, 333. In North Am. Coal Co. v. Dyett, 7 Paige, 9, where a manufacturing establishment was held in trust, it was ruled that the one entitled to the present income was exclusively responsible for the debts incurred in carrying on the establishment. So the expenses of management of a plantation are chargeable to the life tenant alone. Jones v. Dawson, 19 Alab. 672 ; Tupper v. Fuller, 7 Rich. Eq. 170. 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, 186; Chesson v. Chesson, 8 Ired. Eq. 141 ; Atkins v. Kron, Id. 1. What the proportion is, see 4 Kent's 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. Neimcewicz v. Gahn, 3 Paige, 652 ; Jones v. Sherrard, 2 Dev. & Batt. Eq. 189. This, however, is not the exclusive standard, for on the reference, the state of health of the tenant for life, and the other circumstances affecting the probable duration of his life, must be taken into consideration. Atkins v. Kron, 8 Ired. Eq. 1; Gambril v. Gambril, 3 Maryl. Ch. 259. The simplest plan is, of course, where it is practicable, to have the proceeds invested and the income only paid to the life tenant. Where the estate is not sold, the estimate of the value of a life interest becomes a matter of considerable difficulty, for it must be based not merely on the probable duration of life, but also upon other elements relating to the land itself, such as its annual income, whether the price of land is rising or falling, and whether tbe particular land is likely to be improved or deteriorated by the usual method of cultiva- tion. Atkins v. Kron, ut supra. OF TRUSTEES FOR TENANT FOR LIFE. 587 It not ^infrequently 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.(t) But if any beneficial interest remains in the tenant for life ; as for instance, where the property in the event con- templated is to be in trust for the benefit of him and his wife and family ; in that case, whatever benefit he is entitled to, will unquestionably go to his assignees. (u) However, where it is left entirely in the discretion of the trustees to continue or withhold any benefit to the bankrupt or in- solvent, his assignees will not be entitled to anything, as long as nothing is given to him by the trustees. (a) 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 contemplate a particular and voluntary alienation, it will not be extended to an alienation by act of law.(z) 1 (t) Dommet v. Bedford, 3 Ves. 149 ; Cooper v. "Wyatt, 5 Mad. 482 ; Shee v. Hale, 13 Ves. 404 ; Lewes v. Lewes, 6 Sim. 304 ; Twopenny v. Peyton, 10 Sim. 487 ; Page v. Way, 2 Beav. 20 ; Brandon v. Aston, 2 N. C. C. 24. (u) Rippon v. Norton, 2 Beav. 63 ; Lord v. Bunn, 2 N. C. C. 98 ; Green v. Spioer, 1 Boss & Milne, 395 ; Piercy v. Roberts, 1 M. & K. 4; Snowdon v. Dales, 6 Sim. 524; Younghusband v. Gisborne, 3 Jur. 750 ; S. C. 1 Coll. N. C. C. 400 ; [affirmed 10 Jur. 419 ; Rochford v. Hackman, 9 Hare, 475.] (x) Godden v. Crowhurst, 10 Sim. 642. [But see the remarks on this ease, and that of Twopeny v. Peyton, 10 Sim. 487, in 1 Coll. Ck 400, and in 10 Jur. 419.] Lord v. Bunn, 2 N. C. C. 98 ; Kearsley v. Woodcock, 3 Hare, 185. (y) Lord v. Bunn, 2 N. C. C. 98 ; Kearsley v. Woodcock, 3 Hare, 185. (z) Lear v. Leggett, 2 Sim. 479 ; 1 R. & M. 690 ; Whitfield v. Pricket, 2 Keen, 608. [Rochford v. Hackman, 9 Hare, 475, 482.] 1 In Rochford v. Hackman, 9 Hare, 475, it was held, that though a proviso restrain- ing 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 con- nected 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 Sim. N. S. 37, 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 licitas, which that was held to be, and conditiones rei non licitce, 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, how- ever, 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 necessary to decide the point at /present, but I do not understand 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 any gift over being made. The true rule is, that the court must collect the testator's intention, — whether the life estate 588 OF TRUSTEES FOR INFANTS. VII. — OF TRUSTEES FOR INFANTS. Infants and their property are in an especial manner under the pro- tection of the Court of Chancery, -which regards with peculiar jealousy anything approaching to a dereliction of duty by their trustees. 1 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 should continue or not, — from 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." A proviso that if a legatee should anticipate or assign, or attempt to antici- pate or assign, his interest in a legacy on trust, then both the income and the principal should go over, is valid ; and an assignment by the legatee transferring for a valuable consideration all the dividends which were then payable, but not future dividends, " so far as the assignee lawfully could or might, without working a forfeiture of his life interest," is such an attempt to assign as to work a forfeiture. In re Stulz, IV Jur. 615. In Grace v. 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 j£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 sum, not subsequent, and therefore, also, good. This principle was again recognized in Lloyd v. Lloyd, 2 Sim. N. S. 255 ; Heath v. Lears, 1 Bq. Rep. 55 ; Potts v. Richards, 24 L. J. Ch. 488. 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 valid when an- nexed to real estate, Comm. v. Stauffer, 10 Barr, 350: but void (without a limitation over) in bequests of personalty and annuities. Hoopes v. Dundas, 10 Barr, 75. In Maddox v. Maddox's Adm., 11 Gratt. 804, conditions imposing a religious qualifica- tion were also held to be invalid. Whether a proviso in the creation of a trust, that the trust property shall not be liable to the cestui que trust's debts[is valid withouta limitation over, is not settled in this country. It was held not to be so in Hallett v. Thompson, 5 Paige, 583 (see Rider v. Mason, 4 Sandf. Ch. 352) ; and Dick v. Pitchford, 1 Dev. h Ban. Eq. 480 ; Heath v. Bishop, 4 Rich. Bq. 46. In Stagg v. Beekman, 2 Edw. Ch. 89, however, it was held that a direction in n, will for the investment, under the direc- tion of the court, of a certain sum, for the sole benefit of a person, discharged from all claim of his creditors, or if not possible, the fund to sink into the residue, could be carried into effect. In Pennsylvania, 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 himself 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. Taylor, 2 Rawle, 33 ; Norris v. Johnston, 5 Barr, 289 ; Byrick v. Hetrick, 13 Penn. St. R. 491. So in Kentucky, Pope v. Elliott, 8 B. Monr. 56. See, in Massa- chusetts, Braman v. Stiles, 2 Pick. 463. 1 The Supreme Court of Pennsylvania in a recent case, which has struck at the root of the law of trusts in that State, seem to have held that a trust for minors, though expressly for their maintenance and education, could not be supported, and that the minors in such case took the legal estate. Kuhn v. Newman, 2 Casey, 227. This de- cision has occasioned much surprise and regret, for it is generally thought to have overturned what had hitherto been the settled doctrine on the subject, and to have in- troduced unnecessary doubt and confusion into the law of real estate, in matters which had been before quite plain and indisputable. OF TRUSTEES FOR INFANTS. 589 laid out by the trustees 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, having saved *3000Z. out of the profits of his real estate, laid it out in r*qqe-i the purchase of lands contiguous to the infant's 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 investment of their own authority, and (a) Norbury v. Norbury, 4 Mad. 191. (&) 1 Mad. Ch. Pr. 260, 279 ;"1 Ponbl. Eq. B. 1, ch. 2, s. 5, n. (6) ; 2 Story Eq. Jur. {j 1357 ; Ex parte Phillips, 19 Ves. 122 ; Witter v. Witter, 3 P. Wms. 101 ; Rook v. Worth, 1 Ves. 461 ; Tullitt v. Tullitt, Ambl. 370. 1 Royer's App., 11 Perm. St. R. 36 ; Bonsall's App., 1 Rawle, 273 ; Kauffman v. Crawford, 9 Watts & Serg. 131; Wolf v. Eichelberger, 2 Penn. R. 346 ; Eckford v. De Kay, 8 Paige, 89 ; Rogers v. Patterson, 4 Paige, 409 ; Ex parte Crutchfield, 3 Yerg. 336. Sherry v. Sansberry, 3 Port. Ind. 324 ; Hassard v. Rowe, 11 Barb. 22. But in a case of imminent necessity, a guardian may purchase land with his ward's money. Bonsall's App,, ub. supra ; see Billington's App., 3 Rawle, 55 ; Royer's App., 11 Penn. St. R. 36 ; though see Moore v. Moore, 12 B. Monr. 651, contra. So in a proceeding in the Orphans' Court in partition, 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 pur- chase it for his ward, if it seems it is necessary to prevent its being sacrificed. Bow- man'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. Barkley, 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. Tallmadge, 1 J. C. R. 561. Permanent improvements are equiva- lent 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 guardian 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, 16 Jur. 560, the court ordered a reference to inquire whether it would be for the interest of an in- fant 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. See ante, note to page 394, Pennsylvania Act of 1855. 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 of Va. v. Craig, 6 Leigh, 399 ; Hunter v. Lawrence, 11 Gratt. Ill ; see ante, page 166, and note. 590 OF TRUSTEES FOR INFANTS. that they should therefore account to the infant's executors for the 3000Z.(e) However, it has been laid down that trustees may change the nature of the infant's estate under particular circumstances, where it is mani- festly for his advantage or convenience to do so ; and the transaction will be supported, if the court would act so itself under the same circum- stances. (d)(1) But it is obviously very difficult to apply this rule with (c) Earl of Winchelsea v. Norcliffe, 1 Vern. 434; see Gibson v. Scudamore, 1 Dick. 45. (d) Inwood v. Twinne, Ambl. 419 ; S. C. 2 Ed. 147, 152 ; see Terry v. Terry, Prec. Ch. 273. [Forman v. Marsh, 1 Kern. 547 ; ante, note to page 394.] (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 marriage, 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 court, was 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 12 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 property 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 in- fant's leasehold estate, on the notion of its being for his benefit. [Reported, 1 Coll. 577. The same doctrine was held by the Master of the Rolls in Field v. Moore, 19 Beav. 176 ; 24 L. J. Ch. 167. The jurisdiction of a court of equity in general to direct the conversion of an infant's estate, was asserted in the Matter of Salisbury, 3 John. Ch. 347 ; Huger v. Huger, 3 Desaus. 18 ; Stapleton v. Langstaff, Id. 22 ; For- man v. Marsh, 1 Kern. 547 ; Troy v. Troy, 1 Busb. Eq. 87 ; Williams v. Harriugton, 11 Ired. R. 616 ; Ex parte Jewett, 16 Alab. 409 ; but denied in Rogers v. Dill, 6 Hill, 415; Baker v. Lorillard, 4 Comst. 257 ; see Williams's case, 3 Bland, 186, for a full discus- sion 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 applica- tion of the guardian, &c, where it is necessary, or for the former's benefit. See in Pennsylvania, Acts of 1834, \ 33 (3) ; (Dunlop, 476) ; of 1836, \ 1 (Dunlopjk695) ; of 1851, I, ? 1 (Dunlop, 1133) ; and the recent act of April 18, 1853. See, also, Garland v. Loving, I Rand. 396 ; Matter of Wilson, 2 Paige, 412 ; Pope v. Jackson, 11 Pick. 113 ; Talley v. Starke, 6 Gratt. 339 ; Duckett v. Skinner, 11 Ired. 431 ; Brown's case, 8 Humph. 200 ; Peyton v. Alcorn, 7 J. J. Marsh. 502 ; Forman v. Marsh, 1 Kern. 547 ; Dalrymple v. Taneyhill, 4 Maryl. Ch. 171 ; Dow's Petition, Walker's Ch. 145 ; Ex parte Jewett, 16 Alab. 409 ; Young v. Keogh, 11 Illinois, 642. In New York it has been held that the jurisdiction of the court over the sale of an infant's real estate is wholly derived from the statute of that State, and that it does not extend to cases not there provided for. Baker v. Lorillard, 4 Comst. 257. There is no question but that a State Legislature may constitutionally direct such a conversion. Snowhill v. Snow- hill, 2 Green's Ch. 20 ; Norris v. Clymer, 2 Barr, 277 ; Davison v. Johonnot, 7 Mete. 388 ; OF TRUSTEES FOR INFANTS. 591 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 dis- countenancing the absolute conversion of the personal estate of an infant into real estate. According to the old law, an infant at seventeen 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 :(e) 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, however, 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 matter of doubt, whether the court L -• would in future adhere with the same strictness to the old rule for the benefit of the infant's heir. The observations which fell from Lord Eldon in Ware v. Polhill,(^) 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 (e) Earl of Winchelsea v. Norcliffe, 1 Vern. 436 ; Pierson v. Shore, 1 Atk. 480 ; Witter v. Witter, 3 P. Wms. 101 ; Ex parte Grimstone, Ambl. 708 ; Ex parte Phillips, 19 Ves. 123. (/") Sergeson v. Sealey, 2 Atk. 413, 4 ; Ashbnrton v. Ashburton, 6 Ves. 6 ; Ware v. Polhill, 11 Ves. 278 ; Ex parte Phillips, 19 Ves. 123 ; Webb v. Lord Shaftesbury, 6 Mad. 100. (ff) 11 Ves. 278 ; and see Rook v. Worth, 1 Ves. 461. (h) 1 Atk. 480. (t) 2 Vfes. Jun. 69, 70 ; S. C. 4 Bro. C. C. 201. [See Matter of Salisbury, 3 J. C. E. 347 | Lloyd v. Hart, 2 Barr, 477.] Spotswood v. Pendleton, 4 Call, 514; Dorsey v. Gilbert, 11 G. & J. 87; Powers v. Bergen, 2 Seld. 358 ; Nelson v. Lee, 10 B. Monr. 495 ; even though the infants be non-residents ; Nelson v. Lee, ut supr. But where land is sold by Act of the Legisla- ture, or by decree of the court, the proceeds remain real estate for the purposes of descent, during minority: Genet v. Tallmage, 1 J. C. B. 561; Snowhill v. Snowhill, 2 Green Ch. 20 ; Lloyd v. Hart, 2 Penn. St. 473 ; March v. Berrier, 6 Ired. Eq. 524 ; Shumway v. Cooper, 16 Barb. 556 ; Sweezy v. Thayer, 1 Duer, 286 ; Forman v. Marsh, 1 Kernan, 544; Penna. Act of 1853 ; though when the minor arrives of age, they go as personalty. Forman v. Marsh, ut supr. There is no conversion, however, till the pur- chaser has complied with the terms of sale. Dalrymple v. Taneyhill,4 Maryl. Ch. 171.] 592 OF TRUSTEES FOR INFANTS. Ex parte Grimstone,(&) the court refused to interfere as between the two classes of the 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 distinc- tion between infants and lunatics was admitted by Lord Loughborough in Oxenden v. Lord Compton,(Z) and was also recognized 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 of the law, and these last cases are therefore autho- rities for holding, that if an infant's real estate have been actually con- verted, the court will not interpose on behalf either of his real or per- sonal 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 recognize 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 himself.(l) It is almost superfluous to add, that if the instrument, creating the trust for- the infant, contain any express direction as to the disposition of the estate, the express trust will override any general rule of construc- tion, which will prevail only in the absence of any positive declaration on the point in question. (n) In some instances the infancy of the cestui que trust necessarily in- vests 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 in- terested, (o) If, however, the cestui que trusts were infants, or other- wise incapacitated, the trustees would necessarily take by implication poqo-i the power *of giving a discharge to the purchaser; for the power of sale would otherwise be nugatory, (p) 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 V (k) Ambl. 706 ; S. C. 4 Bro. C. C. 235, n. (Z) 2 Ves. Jun. 75. (m) 19 Ves. 122, 3. (») See Ashburton v. Ashburton, 6 "Ves. 6 ; Terry v. Terry, Prec. Ch. 273. [Rogers v. Dill, 6 Hill, N. Y. 415.] (0) 2 Sugd. V. & P. 45, 9th ed. (p) Lavender v. Stanton, 2 Mad. 46 ; Sowarsby v. Lacy, 4 Mad. 142 ; Breedon *. Breedon, 1R.4M. 413. (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]. OP TRUSTEES FOR INFANTS. 593 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. (q) And a release taken from the infant will be wholly inoperative.(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 after- wards claiming a repayment.(s) But the intention to confirm the pay- ment must be clear, and it will not necessarily be inferred merely from the acquiescence of the party after attaining his full age, though con- tinued for as long a period as fourteen or fifteen years.(tf) However, if an infant by means of fraudulent misrepresentations induce a trustee to pay over to him the trust fund, he cannot take advantage of his own fraud and compel a repayment on coming of age.(w) By the statute 36 Geo. Ill, c. 52, s. 32, an executor is enabled to dis- charge himself from all responsibility with respect to the payment of legacies due to infants, by paying the amount, after deducting the legacy duty, into the Bank with the privity of the Accountant- General of the Court of Chancery to the account of the party entitled 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.(v) 2 Where the trust is for the payment of the money not to the infant himself, but to a guardian or trustee for Mm, 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, according to the principle already considered, will be a good discharge for the money so paid, (a;) And on this principle, where there is a bequest of 1001. to (g) Dagley v. Tolferry, 1 P. Wms. 285 ; Phillips v. Paget, 2 Atk. 80 ; Davies v. Austen, 3 Bro. C. C. 178 ; Lee v. Brown, 1 Ves. 369 ; Overton v. Banister, 8 Jur. 996 ; S. C. 3 Hare, 503. (r) Overton v. Banister, 8 Jur. 996 ; S. C. 3 Hare, 503. \s) Cooper v. Thornton, 3 Bro. C. C. 97 ; Lee v. Brown, 4 Ves. 368 ; 1 Bop. Legs. 771. 3d ed.; 2 Wms. Executors, 869; 1 Bop. Legs. 771; Cory v. Gertchken, 2 Mad. 40. [See post, 526, note.] (t) Dagley v. Tolferry, 1 P. Wms. 285 ; see Lee v. Brown, 4 Ves. 362. (u) Cory v. Gertchken, 2 Mad. 40 ; Overton v.' Banister, 8 Jur. 996 ; S. C. 3 Hare, 503. [See ante, 144, note 2.] (v) 2 Wms. Executors, 867, 8 ; 1 Rop. Legs. 767. (x) 2 Wms. Executors, 866 ; 1 Bop. Legs. 771. 1 Furman v. Coe, 1 Caines' Cas. 96 ; Sparhawk v. Buell, 9 Verm. 41. Not even to guardian, without security. Hoyt v. Hilton, 2 Edw. Ch. 202. 2 In Parrance v. Viley, 21 Law J. Chanc. 313, the shares of infants in an estate, under 201. each, were directed to be paid at once to the parties maintaining them, to save the expense of the above proceeding. So in Ker v. Buxton, 16 Jur. 491, legacies of Wl. given to two infants for mourning, were directed to be paid to the father, wha had always maintained them, he undertaking to apply it for the purpose. 38 594 OP TRUSTEES FOR INFANTS. A. to be equally divided between bimself 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. (y) 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 r*qqQ-| f uu & *even for the advancement of the infant, and still less merely for his maintenance.^) Therefore if the instrument creating the trust do not authorize an application of the corpus of the fund in advancement and maintenance, 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. 1 In Walker v. Wetherell(a) a doubt was expressed by Sir Win. Grant, M. R., whether even the court upon petition could order the capital of an infant's fund to be broken in upon for mere maintenance, although it had frequently been done for the purpose of advancement. However, such an order was made in the earlier case of Barlow v. Grant,(i) on the ground of the small amount of the fund. And Sir Thomas Plumer, M. R., for the same reason made a similar order on petition in Ex parte Green. (c) And Ex parte Chambers,(cZ) which was decided by Lord Lynd- hurst, C., is an authority to the same effect.(e) So that there appears to be no doubt as to the jurisdiction of the court to make such an order merely for the maintenance 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 applica- tion of the capital of his fortune for that purpose.(/) Indeed pay- (y) Cooper y. Thornton, 3 Bro. C. C. 96, & 186 ; Robinson v. Tickell, 8 Ves. 142. (z) Walker v. Wetherell, 6 Ves. 474. Anon. Mosley, 41. (a) 6 Ves. 474. [See Williams's case, 3 Bland. 186.] (o) 1 Vern. 255. [See Ex parte Hays, 13 Jur. 762; 3 De G. & Sm. 485 ; Ex parte Allen, 3 De G. & Sm. 485; Matter of Bostwick, 4 J. C. R. 100.] (c) 1J. & W. 253. {d) 1 R. & M. 577. (e) And see Ex parte Knott, 1 R. & M. 499; Ex parte Swift,,Ib. 575; Evans v. Massey, 1 Y. & J. 196 ; Bridge v. Brown, 2 N. C. C. 181. (/) Barlow v. Grant, 1 Vern. 255 ; Franklin v. Green, 2 Vern. 137; In re England, 1 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 ; McDowell v. Caldwell, 2 McCord, Ch. 43 ; Davis v. Roberts, 1 Sm. & M. Ch. 543 ; Hester v. Wilkinson, 6 Hump. 219 ; Prelick v. Turner, 26 Mississ. 393 ; Martin's App., 23 Penn. St. 438 ; Villard v. Chovin, 2 Strob. Eq. 40 ; Bybee v. Tharp, 4 B. Monr. 313 ; Carter v. Rolland, 11 Humph. 339 ; Cornwise v. Bourgum, 2 Geo. Dec. 15 ; Haigood v. Wells, 1 Hill's Eq. 59. But in cases of necessity, payments out of the capital have been allowed. Ex parte Potts, 1 Ash. 340 ; Ex parte Bostwick, 4 J. C. R. 100 ; Long v. Norcom, 2 Ired. Eq. 354 ; see Haygood v. Wells, Hill's Eq. 79; Maupin v. Dulany, 5 Dana, 593. Where the expenditure is for the purpose of educa- tion or advancement, it will be more readily allowed. Maclin v. Smith, 2 Ired. Eq. 371 ; Carter v. Rolland, 11 Humph. 339. See this subject ably discussed in the notes to Eyre v. Countess of Shaftesbury, 2 Lead. Cas. Eq. pt. ii, 267, &c. OF TRUSTEES FOR INFANTS. 595 merits for such a purpose out of the capital have been allowed to trustees in passing 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 bona fide and for the infant's benefit : for such payments ought to be discouraged upon principles of general convenience. (h) 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 them of their own authority ; if made for actual necessaries for the infant's use. (A;) It is almost unnecessary to remark, that where there is a discretionary 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 be properly made. But the terms and restrictions annexed to the power must be strictly observed ; and where the author of the trust intended that the power *ahould be exercised only with the concurrence r*4on-| 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. (T) Where the trust fund is given over for the benefit of another person in case of the death of the infant under twenty-one, no part of the capital ean be applied for the infant's advancement even by the court, in the absence of an express power created by the trust instrument, still less can the trustees so apply the fund of their own authority.(m) However, an advancement may be made in such cases, if the parties entitled in remainder being competent, appear and give their consent.(w) Trustees cannot safely apply even the income of an infant's fortune for his maintenance or benefit without the sanction of the court, unless 1 R. & M. 499 ; Ex parte Chambers, lb. 577. [Re Welch, 23 L. J.'Ch. 344 ; Nunn v. Harvey, 2 De G. & Sm. 301; Re Clarke, 17 Jur. 362; Re Lane, Id. 219; Williams's Case, 3 Bland, 186 ; Matter of Bostwick, 4 J. C. R. 100.] {g) Barlow v. Grant, 1 Vern. 255 ; Franklin v. Green, 2 Vern. 137. (h) Davies v. Austen, 3 Bro. C. C. 178 ; Lee v. Brown, 4 Ves. 362 ; Walker v. Wetherell, 6 Ves. 473. [See ante, note to page 395.] (t) Lee v. Brown, 4 Ves. 369 ; vide post, Remedies for Breach of Trust. (k) See Davies v. Austen, 3 Bro. C. C. 178. (I) Palmer v. Wakefield, 3 Beav. 227. (to) Lee v. Brown, 4 Ves. 362. [Van Vechten v. Van Veghten, 8 Paige, 104,] (n) Evans v. Massey, 1 Y. & Jerv. 196. 596 OF TRUSTEES FOR INFANTS. they are expressly authorized to do so hy the trust instrument.(o) 1 And even if the instrument contain a power or trust for maintenance, yet if the direotion be general, without specifying how much is to be so applied, the uncertainty of amount will render an application to the court requi- site for the security of the trustees.(p) And the court in such cases will fix the amount of the maintenance with regard to the fortune an8 circumstances of the infant, (j) 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 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 main- tenance, except under the direction of the court. 8 However, where the gift has proceeded from the parent of the infant, or 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 property is given over to (o) 1 Bop. Legs. 768, 3d ed. ; 2 Wins. Executors, 868. (p) 1 Rop. Legs. 768. (g) 2 Rop. Legs. 241, and cases cited. [Owens v. Walker, 2 Strob. Eq. 289. Ex parte Williams, 2 Coll. Ch. 740.] (r) Archerly v. Vernon, 1 P. Wms. 783; Rogers v. Southen, 2 Keen, 598. [Corbin v. Wilson, 2 Asbm. 208.] (s) Incledon v. Northcote, 3 Atk. 433, 438 ; Harvey v. Harvey, 2 P. Wms. 22 ; Lam- bert v. Parker, Coop. 143 ; Brown y. Temperley, 3 Russ. 263 ; Mills v. Robarts, 1 Russ. & M. 555 ; Ex parte Chambers, 1 Russ. & M. 577 ; Boddy v. Dawes, 1 Keen, 362; Fairman v. Green, 10 Ves. 45 ; [Seibert's App., 19 Penn. St. 49 ;] but see Lomox v. Lomox, 11 Ves. 48. (t) Mole v. Mole, 1 Dick. 310; Greenwell v. Greenwell, 5 Ves. 194; Cavendish v. Mercer, lb. 195, n. ; Collis v. Blackburn, 9 Ves. 470 ; Fairman v. Greene, 10 Ves. 45 ; M'Dermot v. Kealy, 3 Russ. 264, n. ; Stretch v. Watkins, 1 Mad. 253. [Corbin v. Wil- son, 2 Asbm. 208 ; Newport v. Cook, Id. 342.] 1 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 exercise a discretion, and is not to place the funds directly in the hands of a beneficiary 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. 2 Now, however, in Pennsylvania, by the Act of April 18, 1853, notwithstanding 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 nave equal interests. A similar provision exists in New York, Rev. St. part ii, ch. 1, tit. 2, \ 38 ; Id. tit. 4, ? 5. OF TRUSTEES FOR INFANTS. 597 the other children on the death of the infant under twenty-one, if the chance of the survivorship be equal ;(«)' although if that be not the case, maintenance will not be given without the consent of the parties entitled in remainder.(a;) *But maintenance in such cases will only be given where the r * Ani -, subject of the trust is a residuary personal 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 contin- gency, will belong to the testator's heir, in the one case, and to his re- siduary 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) And the gift for the infant's benefit must proceed from its parent, or a person who has placed himself in the place of a parent. And main- tenance 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 grand- father to his grandchild, (J) 3 or where the infant is a natural child, if not recognized and adopted by the father.(c) Where an infant has an interest in two or more funds, but his interest 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 contingently 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 (u) Fairmanv. Green, 10 Ves. 48 ; Ex parte Kebble, 11 Ves. 604; Turner v. Turner, 4 Sim. 434. [Newport v. Cook, 2 Ashm. 332 ; Seibert's App., 19 Penn. St. 49 ; see Matter of Ryder, 11 Paige, 185.] (x) Erratt v. Barlow, 14 Ves. 202 ; Kime v. Welpitt, 3 Sim. 533 ; Turner v. Turner, 4 Sim. 430 ; Cannings v. Flower, 7 Sim. 523. {y) Green v. Ekins, 2 Atk. 476 ; Bullock v. Stones, 2 Ves. 521. (z) Leake v. Robinson, 2 Mer. 384. (a See Bullock v. Stones, 2 Ves. 521. (6) Errington v. Chapman, 12 Ves. 20. [Chisolm v. Chisolm, 4 Rich. Eq. 266. See Corbin v. Wilson, 2 Ashmead, 208.] But see Greenwell v. Greenwell, 5 Ves. 194. [Seibert's App., 19 Penn. St. 49.] (c) Lowndes v. Lowndes, 15 Ves. 301. 1 In Newport v. Cook, 2 Ashmead, 332, maintenance was decreed, although the interests of the minors in the accumulating fund were unequal, the amount applied for the purpose being greatly less than what each of the minors would be eventually entitled to. 2 In Seibert's App., 19 Penn. St. 49, however, where a legacy was given by a testa- tor to his daughter for life, and after her death to her issue, to be divided among them, share and share alike, as they arrived at the age of twenty-one, the court allowed main- tenance to the grandchildren after the death of the daughter, though the testator had not placed himself in loco parentis to them. 598 OP TRUSTEES FOR INFANTS. to another at twenty-one, the income of the first-mentioned fund will first be applied for his maintenance, (d) 1 If the infant be absolutely entitled to the fund, and no adverse ques- tion can arise for decision, the order for maintenance will be made on petition without suit.(e) 2 But if the interest of other parties be impli- cated, 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 for- tune 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 effect, 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 reference to his capability of supporting his children, this should be expressly stated by the power. (A) However, this doctrine will not be applied to a ^positive trust for the application of the children's income for L J ■ 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, there- fore, the father will be entitled to have the income arising from his {d) Rawlins v. Goldfrap, 5 Ves. 440 ; Foljambe v. Willoughby, 2 S. & St. 165; aee Re Ashley, 1 R. & M. 371 ; but see Wynch v. Wynch, 1 Cox, 433. (e) Ex parte Whitfield, 3 Atk. 315 ; Ex parte Kent, 3 Bro. C. C. 88 ; Ex parte Salter, 3 Bro. C. C. 500 ; Ex parte Mountfort, 15 Ves. 445 ; Ex parte Starkie, 3 Sim. 339 ; Ex parte Chambers, 1 R. & M. 577 ; Ex parte Green, 1 J. & W. 253 ; Ex parte Myers- cough, lb. 151. [See Ex parte Hays, 13 Jur. 762; 3 De G. & Sm. 405; Matter of Bostwick, 4 J. C. R. 105 ; Rice v. Tonnele, 4 Sandf. Ch. 571.] (f) Fairman v. Green, 10 Ves. 45. (<7) Andrews v. Partington, 3 Bro. C. C. 60 ; S. C, 2 Cox, 223 ; Thompson v. Griffin, Cr. & Phill. 317 ; but see Hoste v. Pratt, 3 Ves. 730. (h) See Stephens v. Lawry, 2 N. C. C. 87. 1 See Methold v. Turner, 20 L. J. Ch. 201. In Chisolm v. Chisolm, 4 Rich. Eq.. 266, however, it was held that where an infant had an absolute estate of about §16,000, and also an estate of about twice that amount contingent on his arriving at the age of twenty- ■ one or marrying, given under the will of one who had not placed himself in loco parentis, the maintenance should be allowed him out of the absolute estate. 2 In Cross v. Beavan, 2 Sim. N. S. 53, a reference as to maintenance and on the appointment of a guardian, was directed in the course of a suit, without petition. 3 Cruger v. Heyward, 2 Desaus. 94 ; Matter of Kane, 2 Barb. Ch. 375 ; Bethea v. McColl. 5 Alab. 312 ; Sparhawk v. Buell, 9 Verm. 41 ; Walker v. Crowder, 2 Ired. Eq. 478 -j Chaplin v. Moore, 7 Monr. 173 ; Dupont v. Johnson, 1 Bail. Eq. 279. This does not apply, it would seem, to a step-father : Gay v. 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. OF TRUSTEES FOR INFANTS. 599 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 discretionary 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. (&) 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.(Z) 1 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 maintain 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. 8 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.(w) And in determining that question, the circumstances of the parties must, of course, be taken into consideration. (0) However, the order for mainte- (i) Mundy v. Lord Howe, 4 Bro. C. C. 223; Meacher v. Young, 2 M. & K. 490 ; Stocken v. Stocken, 4 Sim. 152 ; 4 M. & Cr. 95. (Jc) Thompson v. Griffin, Cr. & Ph. 322. (1) Brown v. Casamajor, 4 Ves. 498 ; Hammond v. Neame, 1 Swanst. 35. (m) Billingsby v. Critchett, 1 Bro. C. C. 268 ; Haley v. Bannister, 4 Mad. 275, 280 ; but see Smee v. Martin, Bunb. 131. (ji) Hughes v. Hughes, 1 Bro. C. C. 386. [Lucknow v. Brown, 12 Jur. 1017.] (o) Jervoise v. Silk, Coop. 52. 1 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 " towards" their respective maintenance and education ; though with a direction 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 with- out an account. Browne v. Paull, 1 Sim. N. S. 92, 15 Jur. 5 ; Hadow v. Hadow, 9 Sim. 438 ; Rainsford v. 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 be- came 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, 1 De G. Mac. & G. 265. In Crawford's Exrs. v. Patterson, 11 Gratt. 364, there was a bequest of a life estate to the widow, with a provision for the maintenance and educa- tion of children, and one of the children afterwards went to live with a relative, by whom she was supported and maintained for several years, the widow being always ready and willing to provide for her. It was held that the widow's interest could not be charged for this intermediate support. 2 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. Andrews, 12 Beav. 310, 14 Jur. 73 ; Bruin v. Knott, 1 Phill. 573 - y Anderton v. Yates, 5 De G. & Sm. 202, accord. 600 OP TRUSTEES FOR INFANTS. nance has occasionally been made at once without any reference, in con- sideration of the poverty of the parties.(p) Where the father is unable to maintain the children, an order may be made for payment of the children's income to him, though he be resident abroad.(g') 1 A trustee, who makes payments out of the income of the infants' pro- perty 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 circumstances are such that the court, upon application, would have directed a similar payment, the act of the trustee will be supported, although riade 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) 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*4.nm *^o *trustees,(£) unless they are invested with a power for that purpose.(w) 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 interest is contingent, and there is an express direction for accumulation. {y) A power for the maintenance of a daughter until twenty-one^ is not determined by her marriage during her infancy.(s) Where there was a devise of lands to trustees to apply the rents, &c, (p) Payne v. Low, 1 R. & M. 223. (q) De Weever v. Rochfort, 6 Beav. 391, and cases cited. [See Carmichael v. Hughes, 20 Law J. Chanc. 396.] (?•) Andrews v. Partington, 3 Bro. C. C. 60 ; Cotham v. "West, 1 Beav. 381 ; Bridge v. Brown, 2 N. C. C. 187. (s) Lee v. Brown, 4 Ves. 369 ; see Barlow v. Grant, 1 Vern. 255 ; Franklin v. Green, 2 Vern. 137 ; 1 Bop. Legs. 768 ; 2 Wms. Executors, 869 ; Sisson v. Shaw, 9 Ves. 288; Maberly v. Turton, 14 V.es. 499 ; Ex parte Darlington, 1 Ball & B. 241. {t) See Hearle v. Greenbank, 2 Atk. 697, 716 ; Long v. Long, 3 Ves. 286, n. (u) See Bawlins v. Goldfrap, 5 Ves. 440. (x) Aynsworth v. Pratchett, 13 Ves. 321 ; Allen v. Coster, 1 Beav. 202 ; Josselyn v. Josselyn, 9 Sim. 63 ; Stretch v. Watkins, 1 Mad. 253. [Newport v. Cook, 2 Ashm. 332 ; Corbin v. Wilson, Id. 178.] (y) Aynsworth v. Pratchett, 13 Ves. 321 ; Stretch v. Watkins, 1 Mad. 253 ; Josselyn v. Josselyn, 9 Sim. 63 ; [Newport v. Cook ; Corbin v. Wilson, ut supr.] (z) Chambers v. Goldwin, 1 1 Ves. 1. 1 Where the father is unable to support his child, the trustees are authorized to apply the income without .express power. Rice v. Tonnele, 4 Sandf. Ch. 571 ; Bethea v. McColl, 5 Alab. 312 ; Corbin v. Wilson, 2 Ash. 178 ; Newport v. Cook, Id. 337 ; Matter of Burke, 4 Sandf. Ch. 617. In some cases, allowances to the father for past mainte- nance have been made. Corbin v. Wilson ; Newport v. Cook ; Carmichael v. Hughes, 20 Law J. Chanc. 396. So of the mother. Matter of Bostwick, 4 J. C. R. 100 ; Bruin v. Knott, 1 Phil. 573. But, in England, it is considered, that the father cannot have past maintenance, except there are very special circumstances : Reeves v. Brymer, 6 Ves. 425, and Sherwood v. Smith, Id. 454, were doubted; Lord Cranworth in Car- michael v. Hughes, ut supr. So iu South Carolina : Presley v. Davis, 7 Rich. Eq. 109. OF TRUSTEES FOR INFANTS. 601 for the " maintenance, education and bringing up" of the children of A. during A.'s life, the interest of the children is not confined to their minority, but continues during A.'s life. (a) However, it would be other- wise, 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 mi- nority.^) 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#he 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 suifered 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 of 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 laches of his trustee, (e) This, however, is now no longer law, and there can be 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 prejudice to the infant's remedy against his trustee on coming of age. 1 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; an r^A,-, opinion, which, it will be observed, is in direct contradiction 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 (a) Badham v. Mee, 1 R. & M. 631. (6) 1 B. & M. 632. (c) Anon. 2 Ves. 630. \d) Homes v. Dring, 2 Cox, 1 ; Terry v. Terry, Prec. Ch. 273. (e) Allen v. Sayer, 2 Vern. 368. (/) 3 P. Wms. 309. (g) 3 P. Wms. 310, n. (h) Vide Supra, p. 268. 1 "Williams v. Otey, 8 Humph. 563 ; Smilie v. Biffle, 2 Barr, 52 ; see ante, p. 268, and note. 602 OF TRUSTEES FOR INFANTS. order of the court for that purpose ;(»') although they cannot claim any compensation for personal trouble or loss of time. (k) 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 plaintiff was robbed of 40Z. in money, which he had received for the infant, and also at the same time of a larger sum of his own, the 40Z. 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 expenses of repairs and other improvements of the property.(w) And this though the payments be made out of the surplus rents which are directed to be accumulated :(n) and although the allowance be opposed by^he first tenant in tail in esse.(o) But there might be a serious question, whether such payments could be allowed to a trustee, who is not invested with any authority, either general or special, for so applying the fund.(£>) Every carefully drawn trust instrument contains an express direction to accumulate the income of "the infant's trust fund, which may not be required for maintenance. But in the absence of such a positive direc- tion, it will be equally the duty of the trustees to make this accumula- tion. 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. (q) But this rule will not be extended to a particular con- tingent 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 (i) Brocksopp v. Barnes, 5 Mad. 90 ; see Feams v. Young, 10 Ves. 184. (k) Brocksopp v. Barnes, 5 Mad. 90 ; Re Ormsby, 1 Ball & B. 189. (I) Morley v. Morley, 2 Ch. Ca. 2. (m) Bowes v. Earl of Strathmore, 8 Jur. 92. (n) Ibid. (o) Ibid. (p) Vide post, Div. II, Ch. V, p. 570 [ante, note to page 395]. (q) Green v. Ekins, 2 Atk. 473 ; Studholm v. Hodgson, 3 P. Wms. 299 ; Trevanion v. Vivian, 2 Ves. 430 ; Bullock v. Stone, Id. 521. [See Ware v. McCandlish, 11 Leigh, 595.] (r) Leake v. Robinson, 2 Mer. 384. (.?) Green v. Ekins, 2 Atk. 476 ; Bullock v. Stones, 2 Ves. 521 j see Studholme t. Hodgson, 3 P. Wms. 299 ; see 305. (/) Bullock v. Stones, 2 Ves. 521. OP TRUSTEES FOR MARRIED WOMEN. 603 the trust, and the period of payment only is pdstponed, 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 accumu- lation will then cease ; although the testator has fixed any later period — as, for instance, *the age of twenty-five, for the time of pay- r*4Qc-i ment, and has directed the income to be accumulated until that time.(w) 1 It has been already stated, that trustees will be liable to be charged with compound interest, where they misapply the trust fund in contra- vention of an express trust to accumulate.^) VIII. — OF TRUSTEES FOR MARRIED WOMEN. 1st. Op Real Estate held in Trust fob a Mabbied Woman [405]. — 2d, As to Peesonal Estate held in Trust fob a Marbied Woman [407]. 1st. Of Real 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 coverture. Equity has adopted the same rules with regard to the equitable interests of married women in real estate; and the husband 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 ;{yf and the act of marriage gives him an estate for the joint lives of himself and his (u) Saunders v. Vautier, 4 Beav. 115 ; S. C. Cr. & Ph. 240. (x) Ante, PI. V. [Of Investment, p. 3T4, and note] ; vide post [Remedies for Breach of Trust, p. 523]. (y) Watts v. Ball, .1 P. "Wins. 108 ; Casborne v. Scarfe, 1 Atk. 603 ; Morgan v. Mor- gan, 5 Mad. 408. And it is immaterial that the wife takes an estate for her separate use for life. Ibid. 1 See Conner v. Ogle, 4 Maryl. Ch. 443. 2 4 Kent's Comm. 30 ; Cochran v. O'Hern, 4 W. & S. 95 ; Bobison v. Codman, 1 Sumner, 121; Shoemaker v. Walker, 2 S. & R. 554; Norman v. Cunningham, 5 Gratt. 67 ; Mullany v. Mullany, 3 Green Ch. 16 ; Norton v. Norton, 2 Sandf. Sup. Ct. 298 ; Davis v. Mason, 1 Pet. S. C. 508; Rawlings v. Adams, 7 Maryl. 54; Houston v. Embry, 1 Sneed. 480. So, though the limitation is expressly for her separate use. Cochran v. O'Hern, 4 W. & S. 95 ; Payne v. Payne, 11 B. Monr. 139 ; Mullany v. Mullany, 3 Green 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. Mullany, 3 Green Ch. 16, however, a different doctrine was held, though that was a case where there 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 altered the law on this and many of the other doctrines con- tained in the following pages. 604 OF TRUSTEES FOR MARRIED WOMEN. 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, (s) 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 continuance without making any previous settlement on the wife : and the wife in general has no equity for a provision out of her equitable interest 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.(a) 1 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 bankruptcy, the wife's equity for a provision attaches upon all her equitable estate, whether real or personal. (6) (z) 1 Eop. Husb. & Wife, 3. [2 Kent's Coram. 134.] (a) Fitzer v. Pitzer, 2 Atk. 514 ; Lupton v. Tempest, 2 Vern. 626. (b) Burdon v. Dean, 2 Ves. Jun. 607 ; Oswell v. Probert, Id. 680 ; Freeman v. Parsley, 3 Ves. 421 ; [post, 410.] 1 This distinction seems now overruled in England, and the wife's equity to a settle- ment sustained, as well against real as personal' estate. Stusgis v. Champneys, 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 mort- gagee, 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 settlement on the wife. This case was fol- lowed 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 outstanding, was held to be so far equitable as to entitle the wife to a settlement; see also Freeman v. Fairlie, 11 Jur. 447. Where, however, a husband and wife mortgaged 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. Champneys 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 re- ferring to personal property. In Haviland v. Myers, 6 J. C. R. 25, however, it was held to apply equally to real and personal estate ; and this was approved in Bees v. Waters, 9 Watts, 90 ; Rorer v. O'Brien, 10 Barr, 212, and seems implied from Thomas v. Sheppard, 2 McCord's Bq. 36. So in Barron v. Barron, 24 Verm. 376, it was expressly held to be enforceable against the rents and profits of real estate ; and in Lay's Exrs. v. Brown, 13 B. Monr. 296 ; Moore v. Moore, 14 Id. 259, as to proceeds of wife's land. But in Van Duzer v. Van Duzer, 6 Paige, 368, and Wickes v. Clarke, 8 Id. 172, tfte dis- tinction appears to be asserted, so far, at least, as to deny the wife any equity against the husband's life estate in her laud. 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, up- held 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 provision for her. In Hill v. Hill, 1 Strob. Eq. 2, it was held, that where the proceeds of a married woman's real estate remained in court, the equity to a settlement attached. See also the remarks in Carleton v. Banks, 7 Alab. 35 ; and Story on Equity, \ 1409, &c. OP TRUSTEES FOB MARRIED WOMEN. 605 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 disposi- tion 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. 1 *It was at one time settled, that a husband might dispose of r*40«-i 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 trustees to assign to the assignee of the husband, although it was objected that he made no settlement or provision for his wife.(rf) 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 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 effectually excluded by a limitation to her separate use : and according to the terms of the limitation, this ex- clusion may either extend to the whole of the husband's interest, 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, notwithstanding, be entitled to an estate by curtesy after her death. (i) (c) Penne v. Peacock, Forr. 41. (d) Sir Ed. Turner's Case, l.Vern. 7 ; Pitt v. Hunt, Id. 18; Tudor v. Samyre, 2 Vern. 207 ; Parker v. Wyndham. Prec. Ch. 419 ; Sanders v. Page, 3 Ch. Rep. 223 ; Bates v. Dandy, 2 Atk. 208 ; Jewson v. Moulson, Id. 421 ; Lord Carteret v. Wyndham, 3 P. Wms. 200 ; Macauley v. Phillips, 4 Ves. Jr. 19. (e) Donne v. Hart, 2 R. & M. 360. (f) Sturgis v. Champneys, 5 M. & Cr. 97 ; Hanson v. Keating, 14 Law Journ. N. S, Chanc. 14 ; [4 Hare, 1 ; Carleton v. Banks, 7 Alab. 35 ; Story, Eq. Jur. § 1410. Where, however, the husband mortgages the legal interest in the term, on foreclosure, the wife has no equity. Hill v. Edmonds, 16 Jurist, 1133.] Vide post, p. 410. i (g) Lord Carteret v. Wyndham, 3 P. Wms. 200. (h) Bennet v. Davis, 2 P. Wms. 316 ; ante, 405 n. (j) Roberts v. Dixwell, 1 Atk. 606 ; Morgan v. Morgan, 5 Mad. 408, overruling Hearle v. Greenbank, 3 Atk. 715. 1 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, 20 L. J. Ch. 199 ; but the contrary was held in Briggs v. Chamber- lain, 11 Hare, 69; Tuer v. Turner, 18Beav. 185 ; 24 L. J. Ch. 185. 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. 606 OF TRUSTEES FOR MARRIED WOMEN. However, the intention to exclude the husband must appear distinctly from the terms of the limitation, and a simple gift or settlement upon her, or trustees for her, will not have that effect.(A) The sufficiency 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) Real 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 direc- tion, and will treat him as a trustee for his wife.(m) 1 And it is no objec- tion to a trust for the wife's separate use, that the husband is himself appointed one of the trustees for her.(w) However, it may be remarked that in the first case that occurred on this subject, Lord Cowper ex- pressed 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 r*407T nus ^ an( ^ himself may, by a clear act or *declaration constitute *- J himself a trustee for his wife's separate use,(jt?) and it is also unquestionably competent for him to make a valid gift of property to trustees for the same purpose. (q) (k) Lamb v. Milnes, 5 Ves. 517 ; Tyler v. Lake, 4 Sim. 144; S. C. 2 R. & M. 183. (Z) Post, p. 420, and note. (to) Bennet v. Davis, 2 P. Wins. 316 ; Lee v. Prieaux, 3 Bro. C. C. 383 ; Parker v. Brooke, 9 Ves. 583 ; Rich v. Cockell, Id. 375 ; Darley v. Darley, 3 Atk. 399 ; Baggett v. Meux, 13 Law Journ. N. S. Chanc. 228. [1 Phillips, 627.] (n) Kensington v. Dollond, 2 M. & K. 184. (o) Harvey v. Harvey, 1 P. Wms. 125 ; S. C. 2 Vern. 659 ; and see Burton v. Pier- pont, 2 P. Wms. 79. (p) Maclean v. Longlands, 5 Ves. 71 ; Walter v. Hodge, 2 Sw. 104 [Sledge's Admr's v. Clopton, 6 Alab. 599 ; Shepard v. Shepard, 7 J. C. R. 57.] (q) Ibid. [See Rigler v. Cloud, 14 Penn. St. R. 361.] 1 Shirley v. Shirley, 9 Paige, 364 ; Jamison v. Brady, 6 S. & R. 466 ; Trenton Bank- ing Co. v. Woodruff, 1 Green, Ch. 118; Steel v. Steel, 1 Ired. Eq. 452; Goodrum v. Goodrum, 8 Id. 313 ; Boykin v. Ciples, 2 Hill's Eq. 200 ; Hamilton v. Bishop, 8 Yerg. 33 ; Franklin v. Creyon, 1 Harp. Eq. 243 ; McKennan v. Phillips, 6 Wharton, 571 ; Porter v. Bank of Rutland, 19 Verm. 410 ; notes to Hulme v. Tenant, 1 Lead. Cas.Eq., 1st Am. Ed. 378 ; 2 Kent's Coram. 152. See Blanchard v. Blood, 2 Barb. S. C. 3521 In those States, however, whose legislation has secured to married women their sepa- rate property, and excluded the husband entirely, it may be perhaps doubted whether on a conveyance directly to the wife, with a separate use clause, the latter, as such, can be supported. For there is no one in such case taking the legal estate to be decreed a trustee. See Haines v. Ellis, 24 Penn. St. 253. A husband, who has charge of his wife's separate estate, comes within the ordinary 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, except for her benefit. Methodist Church v. Jaques, 3 J. C. R. 77 ; Dickinson v. Codwise, 1 Sandf. Ch. R. 214. Nor is his possession an adverse one, or fraudulent as to creditors. Harley v. Platts, 6 Rich. L. 310. OF TRUSTEES FOB, MARRIED WOMEN. 607 However, it is 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 con- struction which is most for her advantage, by holding 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 husband. (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 con- sidered more conveniently in discussing their powers and duties as to her personal estate. 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 life- time :(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 possession 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;) 1 (r) Harton v. Harton, 7 T. R. 652 ; see Nevill v. Saunders, 1 Vera. 415 ; Bush v. Allen, 5 Mod. 63 ; Oswell v. Probert, 2 Ves. Jun. 680 ; Hawkins v. Luscombe, 2 Sw. 391 ; vide supra, Pt. II, Ch. I. (s) Tidd v. Lister, 5 Mad. 432, 3 ; ante, Pt. II, Ch. III. (t) Co. Litt. 300 ; 1 Rop. Husb. & Wife, 166, 201 ; Langham v. Nenny, 3 Ves. 469. [4 Kent's Comm. 1341, 43 ; see Murphy v. Grice, 2 Dev. & Batt. Eq. 199.] (m) Burdon v. Dean, 2 Ves. Junr. 608, 9 ; Oswell v. Probert, Id. 682 ; Murray v. Lord Elibank, 10 Ves. 90 ; Att.-Gen. v. Whorwood, 1 Ves. 539 ; 1 Rop. Husb. & Wife, 271, 2. (x) 1 Rop. Husb. & Wife, 270. 1 Carter v. Carter, 14 Sin. & 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 Mc- Cord's Ch. 36 ; Whitesides v. Dorris, 7 Dana, 107 ; Wiles v. Wiles, 3 Maryl. 1. 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 pay- ment 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 possession, 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. OF TRUSTEES FOR MARRIED WOMEN. 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 trustees, or the obligee, or debtor, may safely pay or transfer the fund to the husband alone, if no suit has been instituted for the administration of the trust. And such a payment or transfer cannot afterwards be ques- tioned by the wife, though she survive her husband.(y) 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 per- sonal property of his wife, he will not in general receive the assistance r*Art8n °^ * ne cour * f° r tna * P ur P ose j except on the terms of making L -"an adequate *provision for her,^) 1 and for this purpose it is immaterial that she is separated from her husband.(a) a And the same equity will be enforced against all persons claiming under the husband — whether assignees claiming by operation of law on his bankruptcy, (b) or {y) Murray v. Lord Elibank, 10 Ves. 90 ; Glaister v. Hewer, 8 Ves. 206. (z) Langham v. Nenny, 3 Ves. 469 ; Franco v. Franco, 4 Ves. 515 ; Blount v. Best- land, 5 Ves. 515 ; Elibank v. Montolieu, Id. 737. (a) Eedes v. Eedes, 10 Law Journ. N. S. Chanc. 199 ; [11 Sim. 569. But see the remarks on this case, in Macqueen, on Husb. & Wife, 86.] (&) Oswell v. Probert, 2 Ves. Jun. 680 ; Mitford v. Mitford, 9 Ves. 87 ; Wright v. Carter v. Carter, 14 Sm. &, M. 59. So in general where the husband obtains possession of the property by fraud. 2 Spence, Bq. Jur. 488, citing Colmer v. Colmer, 2 Atk. 98; Moseley, 113 ; Watkyns v. Watkyns, 2 Atk. 96. 1 The equity of a wife to a settlement out of her personal property (as to real estate, see ante, 405), is recognized in most of the United States; as New York, Maryland, South Carolina, Georgia, Kentucky, Maine, Vermont, Tennessee, Alabama (see cases collected in the note of Mr. Wallace to Murray v. 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. Barnett, 1 Binn. 358) ; Bees v. Waters, 9 Watts, 90; Borer v. O'Brien, 10 Barr, 212; 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, I 48, of 1847, g 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. It has also been enforced by courts of the United States through their equity jurisdiction. Ward v. Amory, 1 Curtis, 432. In New Hampshire and North Carolina, this equity is not recognized. 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. 2 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. But see contra, Carr v. Eastabrooke, 4 Ves. 146 ; Ball v. Mont- gomery, 2 Ves. Jr. 191 ; Watkyns v. Watkyns, 2 Atk. 97. OF TRUSTEES FOR MARRIED WOMEN. 609 taking under some particular disposition or assignment, either made voluntarily, (c) or for valuable consideration :(d) 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) 1 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 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 dis- allowed by the court.(/) However, this equitable doctrine is not without 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 settle- ment 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 subsequently become entitled to any additional property, the husband will not be held to have become a purchaser by settlement of the additional interest, unless the instrument expresses, or clearly imports, such an intention. (h) Thus, where the settlement was expressed to be in consideration of such fortune, as the wife "is or may be" entitled to, it has been held, that if anything come afterwards during the coverture to the wife, the husband Morley, 11 Ves. 101. [Dunkley v. Dunkley, 2 De G. Mac. & G. 390 ; Napier v. Napier, 1 Dr. & Warr. 410 ; Mumford v. Murray, 1 Paige, 620 ; Shaw v. Mitchell, Davies, 216 ; Crook's Ex'rs v. Turpin, 10 B. Monr. 244 ; see notes to Murray v. Lord Elibank, ut supra.] (c) Burnet v. Kynaston, 2 Vera. 401 ; Mitford v. Mitford, 9 Ves. 99 ; Johnson v. Johnson, 1 J. & W. 487 ; Jewson v. Moulson, 2 Atk. 420. (d) Earl of Salisbury v. Newton, 1 Ed. 370 ; Like v. Beresford, 3 Ves. 506 ; Macau- lay v. Phillips, 4 Ves. 19 ; Pryor v. Hill, 4 Bro. C. C. 139 ; Johnson v. Johnson, 1 J. & W. 476, 7. [This is clear in the United States ; Kenny v. Udall, 5 J. C. K. 464 ; 3 Cowen, 591 ; Wright v. Arnold, 14 B. Monr. 642 ; and see the cases collected in the note to Murray v. Lord Elibank, ut supra, 352.] (e) See Worrall v. Marlar, and Bushnan v. Pell, 1 P. Wins. 459, n. ; et vide post. (/) Macaulay v. Phillips, 4 Ves. 18 ; Murray v. Lord Elibank, 10 Ves. 90 ; De la Garde v. Lempriere, 6 Beav. 344, 347. [Crook v. Turpin, 10 B. Monr. 243.] (g) Druee v. Denison, 6 Ves. 395 ; Carr v. Taylor, 10 Ves. 579 ; Garforth v. Bradley, 2 Ves. 677 ; Mitford v. Mitford, 9 Ves. 96. [See Martin v. Martin, 1 Comst. 473.] (h) Garforth v. Bradley, 2 Ves. 677 ; Druce v. Denison, 6 Ves. 395 ; Mitford v. Mitford, 9 Ves. 95, 6 ; Carr v. Taylor, 10 Ves. '579. [See Matter of Beresford, 1 De- saus. 263 ; Barrow v. Barrow, 18 Beav. 529.] 1 The equity^to a settlement may be also enforced by original bill on the part of the wife, where the fund is within the control of the court. Wiles v. Wiles, 3 Maryl. R. 1 ; Moore v. Moore, 14 B. Monr. 259 ; Wright v. Arnold, Id. 642. 39 610 OF TRUSTEES FOB MARRIED WOMEN. is to be considered a purchaser, and will take it.(i) 1 But if the instru- ment 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. (k) And where the provision for the wife by the settle- r*40QT men * * 1S v ery inadequate in consequence of her subsequent ac- cession of fortune, 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 pro- vision for her.(Z) However, it is settled, that a settlement, or even an agreement for a settlement, (to) made by the husband previously to the marriage, and expressed to be in consideration of his wife's fortune, will entitle him 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.(n) 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. However, it may be remarked that the wife's equity will not be bound by an adequate provision made by a voluntary settlement after marriage.(o)* It is not essential, that the settlement made by the husband on mar- riage 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.(p) (i) Garforth v. Bradley, 2 Ves. 677 ; Mitford v. Mitford, 9 Ves. 96 ; Carf v. Taylor, 10 Ves. 579. (k) Druce v. Denison, 6 Ves. 385 ; Mitford v. Mitford, 9 Ves. 87 ; Carr v. Taylor, 10 Ves. 578. (I) March v. Head, 3 Atk. 720 ; Tomkyns v. Ladbrok, 2 Ves. 595 ; Staokpole v. Beaumont, 3 Ves. 98 ; Elibank v. Montolieu, 5 Ves. 737. (m) Adams v. Cole, 2 Atk. 449, n. ; Forr. 168 ; Brett v. Forcer, 3 Atk. 405. (») Lanoy v. Duke of Athol, 2 Atk. 448 ; see 3 P. Wms. 199, u (d) (o) 2 Atk. 448. (p) Blois v. Hereford, 2 Vern. 502 ; sed vide Salwey v. Salwey, Ambl. 692. 1 The fact of a wife's living separate from her husband by mutual agreement, will not give her an equity to a settlement out of her future property, where such a provision has already been settled upon her as would have entitled the husband to such future property if they had continued to live together. Re Erskine's Trusts, 23 L. J. Ch. 327; 19 Jurist. 156; 1 Kay & John. 302. 2 In Dunkley v. Dunkley, 2 De G. Mac. & G. 390, before Lord St. Leonards, the whole residue of the wife's fortune was settled on her by the court, under the circum- stances; though the husband had settled after marriage a considerable portion of his property on her ; and see Matter of Beresford, 1 Desaus. 263. OF TRUSTEES FOE MARRIED WOMEN. 611 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.(g') 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.^) Equity will not interpose in favor of the wife, and compel a settle- ment out of her equitable property, unless the amount of the property 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 100?. ;(t) and that sum has since been increased to 200Z., or 101. per annum. (w) 1 And where the property does not exceed that 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 concurrence, or consent ;{x) and r %.* ni though she had been deserted by him and opposed the applica- *- -1 tion.(^) But if the amount at all exceeds 200Z., 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 2002.(2) 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 ac- cording to the old law the husband might have disposed absolutely of such interests in right of his wife. (a) But this distinction was disap- proved of on more than one occasion, (b) and was at length overruled by Lord Cottenham in the late case of Sturgis v. Champneys,(e) in which (q) Cleland v. Cleland, Prec. Ch. 63 ; Burdon v. Dean, 2 Ves. Jun. 607. (?•) Rudyard v. Neirim, Prec. Ch. 209 ; Lister v. Lister, 2 Verti. 68 ; Mitford v. Mit- ford, 9 Ves. 96 ; Salwey v. Salwey, Ambl. 692 ; Heaton v. Hassell, 4 Yin. Abr. 40, PI. II. (s) March v. Head, 3 Atk. 721. (t) Bonrdillon v. Adair, 3 Bro. C. C. 237. (m) 5 Ves. 742, n.(c); 8 Ves. 201, 512, 524; 1 Mad. Ch. Pr. 609. (x) Elworthy v. Wickstead, 1 J. & W. 69. (y) Poden v. Finney, 4 Russ. 428. [Overruled, see ante, note to 409.] (2) Beaman v. Dodd, 13 Law Journ. N. S., Chanc. 141. (a) Sir B. Turner's case, 1 Vern. 7 ; and cases cited in note supra, p. 407. (6) Pitt v. Hunt, 1 Vern. 18 ; Jewson v. Moulson, 2 Atk. 417. (c) 5 M. & Cr. 97. 1 This is now overruled, and a settlement will be compelled, though the amount be under 200Z. Cutler's Trust, 14 Beav. 220 ; Kincaid's Trust, 22 Law Journ. Ch. 395, where it is said, the rule as to the 200Z. applies only as to taking the wife's consent. But see Roberts v. Collett, 1 Sm. & Giff. 138. 612 OP TRUSTEES FOR MARRIED WOMEN. his Lordship decided, that the wife was entitled to the same provision out of her equitable interest in chattels real, as in other personal pro- perty. This decision has since been followed, though reluctantly, by Vice-Chancellor Wigram, in the case of Hanson v. Keating,(<#) where the same question called for decision. The law, therefore, must now be considered as finally settled in the manner stated above. Where the wife's equitable interest is for life only, her equity for a settlement will not attach as against a purehaser'for valuable consider- ation 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) 1 Although as against the husband's general assignee 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 equitable 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 property, as a compensation for his liability to maintain her.(g) Consequently, he will be entitled to the uncontrolled beneficial enjoyment of her life in- terests, unless he desert her, or otherwise fail to discharge 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 as- signment to him is made before the husband had deserted, or ceased to maintain, his wife. (h) Where the wife has already an adequate provision made for her by (d) 8 Jur. 949 ; S. C, 14 Law Journ. N. S., Chane. 14. [4 Hare, 1 ; see ante, 406.] (e) Elliott v. Cordell, 5 Mad. 156 ; Stanton v. Hall, 2 R. & M. 175, 182 ; Burdon v. Dean, 2 Ves. Jun. 608. (/) 5 Mad. 156 ; see Brown v. Clark. 3 Ves. 166 ; Pryor v. Hill, 4 Bro. C. C. 139 ; Lumb v. Milnes, 5 Ves. 517; Brown v. Amyatt, 1 Mad. 376, n. ; Wright v. Morley, 11 Ves. 12, 21. [Sturgis v. Champneys, 5 My. & Cr. 97.] (g) Carter v. Anderson, 3 Sim. 370; 1 Rop. Husb. and Wife, 273. (h) Elliott v. Cordell, 5 Mad. 156 ; Stanton v. Hall, 2 R. & M. 182. [Vaughan v. Buck, 1 Sim. N. S. 284.] 1 Vaughan v. Buck, 7 Jur. 338 ; 13 Sim. 404 ; and this was also approved by Lord Cranworth, V. Ch., in S. C, 1 Sim. N. S. 284. But in Wilkinson y. Charlesworth, 10 Beavan, 327, Lord Langdale held, notwithstanding that decision, that the wife was entitled as against her husband, or a purchaser for value, to a settlement out of her life estate, and repudiated the distinction. In the subsequent case of Tidd v. Lister, 23 L. J. Ch. 249, it was expressly decided, that a married woman whose husband does not maintain her is not entitled as against the particular assignee of the husband for value, to maintenance out of the income of real and personal estate to which the wife is entitled in equity for life. " To involve a purchaser of the wife's interest," said the Lord Chancellor, " in inquiries, how far the husband may be doing his duty in disposing of the wife's interest, would be highly inconvenient." See 2 Spence, Eq. Jur. 482 ; and see Udall v. Kenney, 3 Cowen, 607. OF TRUSTEES FOR MARRIED WOMEN. 613 settlement, she will not be entitled to any further provision out of a mere life interest, either against the husband upon his desertion or re- fusal to support *her, or against his general assignees upon his r*4;M-| 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 exe- cuted.^) Unless indeed the children have acquired an actual interest 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 ; a,s where she lives in adultery and apart from her husband. In such cases the court will not interpose in her favor, for she is unworthy of its protection ; neither on the other hand will it direct the fund to be delivered over to the husband without his making any settlement ; 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 clan- destine marriage ; for in that case whatever may be the irregularity of the wife's conduct, the court will compel the husband to make a settle- ment 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, although she maybe 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 a fortiori be entitled to a pro- vision out of her equitable property, (q) Indeed we shall see presently (i) Aguilar v. Aguilar, 5 Mad. 414. (k) Stiffe v. Everett, 1 M. & Cr. 37, 41 ; see Purdew v. Jackson, 1 Ross. 71, n. ; Com. Dig. [Baron and Feme, K.] (I) Rowe v. Jackson, 2 Dick. 604 ; Murray v. Lord Elibank, 10 Ves. 84 ;, Martin v. Mitchell, 10 Ves. 89, cited ; Steinmetz v. Halthin, 1 Gl. & J. 64 ; Hodgens v. Hodgens, 11 Bligh, 103, 4, 5. [Ferris v. Brush, 1 Edw. Ch. 572; Pastell v. Skirving, 1 Desaus. 158 ; Tevis v. Richardson, 7 Monr. 644 ; Ex parte Warfield, 11 G. & J. 23 ; see Sawyer v. Baldwin, 20 Pick. 378 ; Taylor v. Anderson, 7 B. Monr. 552.] (m) Ex parte Gardiner, 2 Ves. 671 ; see Fenner v. Taylor, 1 Sim. 169 ; S. C, 2 R. & M. 190. (n) Ball v. Montgomery, 2 Ves. Jun. 191 ; Carr v. Eastabrooke, 4 Ves. 146. (0) Ball v. Coutts, 1 V. & B. 302, 4; see Like v. Beresford, 3 Ves. 506.. [Martin v. Martin, 1 Comst. 473 ; but see ante, 408, note.] (p) Eedes v. Eedes, 10 Law Journ. N. S. Chane. 199. [11 Sim. 569; see ante, p. 408.] (q) Oxendenv. Oxenden, 2 Vern. 463; Ball v. Montgomery, 4 Bro. C. C. 339. (1) There is no, distinction in this respect between the rights of the assignees of a "bankrupt" or an "insolvent" husband. Napier v. Napier, 1 Dr. & W. 410. 614 OP TRUSTEES FOR MARRIED WOMEN. 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 sufficient, that a reasonable part is secured.(s) 1 And where it has been referred to the Master to approve of a proper settle- ment, it will be a good ground for exception to his report, that the settlement includes the whole of the fund.(^) The question in most cases has been, how much the wife shall have ; and in determining that, the court has exercised a discretion, and has not tied itself down to any precise rule.(w) However, in several instances, half of the fund has been considered a fair proportion *as between the wife, and the L -■ assignees of a bankrupt husband.(a;) The husband, or those claiming in his place, after making the required settlement, will be abso- lutely entitled to the remainder of the property, as far as it can be re- duced 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-treat- ment, and left her totally unprovided for ; the court will secure for the wife's benefit the whole of her equitable property, which it can find still . (r) Vide post. (s) Wright v. Morley, 11 Ves, 21, 22 ; see Burdon v. Dean, 2 Ves. Jun. 607; Green v. Otte, 1 S. & St. 250. (t) Beresford v. Hobson, 1 Mad. 362 ; Goose v. Davis, lb. 375, cited. [But see Ber- rett v. Oliver, 7 Gill & J. 191.] (u) 1 Mad. 379, 380 ; Napier v. Napier, 1 Dr. & W. 409. (x) Worrall v. Marlar, 1 P. Wms. 459, n. ; S. C, 1 Cox, 158 ; Brown v. Clark, 3 Ves. 166; Carr v. Taylor, 10 Ves. 578; Beresford v. Hobson, 1 Mad. 362. [Bagshaw v. Winter, 5 De G. & S. 466, where the costs were thrown on the assignees' half.] 1 In Dunkley v. Dunkley, 2 De G. Mac. & G. 390, 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 estate, 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, 1 Drew, 202; Kincaid's Trust, 22 L. J. Ch. 395; Gardner v. Marshall, 14 Sim. 587; Scott v. Spashett, 3 Mac. & G. 599; Barrow v. Barrow, 24 L. J. Ch. 267 ; Layton v. Layton, 1 Sm. & Giff. 179, 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. Pranciscus, 2 Bland, Ch. 545 ; Kenny v. Udall, 5 John. Ch. 464; 3 Cow. 591 ; Napier v. Howard, 3 Kelly (Geo.) 205 ; Bowling v. Winslow's Adm. 5 B. Monr. 31 ; Browning v. Headley, 2 Robn. Va. 340; Hall v. Hall, 4 Maryl. Ch. 283; McVey T. Boggs, 3 Maryl. Ch. 94; Barron v. Barron, 24 Verm. 375. OF TRUSTEES FOR MARRIED WOMEN. 615 remaining and available for that purpose. (j/) And if the husband have committed a contempt by running away with and marrying a ward of the court 5(2) 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 bankrupt, after he has obtained his certificate, is a free man. And in consequence of this distinction in a late case in the Court of Exchequer, Alderson, B., directed the whole of an equitable fund, belonging to the wife of an insolvent, to be settled on her and her children to the entire exclusion of the assignees of the husband. (J) It is to be observed that this equitable right of a wife to a settlement, 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 without any condition. (c) 1 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 difficulty in allowing the trustee his costs of the suit.(d) The court has no power to compel a husband to make any settlement on his wife or 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 (y) See Elliott v. Cordell, 5 Mad. 156 ; Bond v. Simmons, 3 Atk. 21 ; Oxenden v. Oxenden, 2 Vern. 493; Nichols v. Danvers, lb. 691; Coster v. Coster, 9 Sim. 597, where three-fourths of the fund were settled on the wife. [Vaughan v. Buck, 1 Sim. N. S. 284; and Ex parte Pugh, 1 Drew, 202, where two-thirds were settled.] (2) Like v. Beresford, 3 Ves. 506 ; [see Helms v. Pranciscus, 2 Bland, 545 : .Or one who would have been a ward of court, but for a marriage, intended to frustrate the proper application. Layton v. Layton, 1 Sm. & Giff. 179.] (a) Kent v. Burgess, 10 Law Journ. N. S. Chanc. 100. [11 Sim. 361.] (b) Brett v. Greenwell, 3 Y. & Coll. 230 ; [and see McVey v. Boggs, 3 Maryl. Ch. 94.] (c) Sawyer v. Shute, 1 Anstr. 63 ; Campbell v. French, 3 Ves. 321 ; Dues v. Smith, Jac. 544; Anstruther v. Adair, 2 M. & K. 513. (d) Anstruther v. Adair, 2 M. & K. 516. 1 In Hitchcock v. Clendennin,. 12 Beav. 534, it was held that where the wife by the law of her domicile can claim no equity, her husband is entitled to the proceeds of her real estate in England, absolutely ; and if the estate be yet unsold, may take a con- veyance to himself in fee. So in McCormick v. Garnett, 23 L. J. Ch. 777, it was held that where by the law of the foreign country the husband would be entitled to the per- sonal property, the wife has no equity. (L. JJ. of App.) 616 OF TRUSTEES FOE MARRIED WOMEN. 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 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 refusal be without sufficient 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, (gf But "where the husband deserts his wife without having made any pro- vision 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) 2 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 ; therefore d 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 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.(jfc) If, therefore, upon, a proper examination she consent to have the property made over abso- lutely 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) (e) Sleech v. Thorington, 2 Ves. 562 ; 1 Bop. Husb. and Wife, 274. (/) Bullock v. Menzies, 4 Ves. 798. (g) Burdon v. Dean, 2 Ves. Jun. 607 ; Oswell v. Probert, lb. 680 ; Lumb v. Milnes, 5 Ves. 517 ; Wright v. Morley, 11 Ves. 20, 21. (h) Ball v. Montgomery, 2 Ves. Jun. 191 ; S. C. 4 Bro. C. C. 339 ; Sleech v. Tho- rington, 2 Ves. 562 ; Wright v. Morley, 11 Ves. 12. (t) 4 Ves. 18 ; 10 Ves. 90.' [See ante, 405, note.] (k) Ante ; and see Hodgens v. Hodgens, 11 Bligh, 103, 5. (Z) Dimmock v. Atkinson, 3 Bro. C. C. 195 ; Willatts v. Cay, 2 Atk. 67. [Ante, 411.] (m) Johnson v. Johnson, 1 J. & W. 472. 1 Dumond v. Magee, 4 J. C. R. 318; Kenny v. Udall, 5 Id. 464, 3 Cow. 591; Helms v. Franciscus, 2 Bland, 545 ; note to Murray v. Lord Elibank, ut supra. 2 A widow entitled to dividends on a sum of stock, which she erroneously supposed to have been settled to her separate use, and other property, on a, second marriage required her other property to be settled on herself. A separation took place eight weeks after the marriage, and the wife obtained a divorce a mensa ei tlioro on the ground of adultery, but no alimony was decreed. The second husband, who was an attorney, had seen the first settlement of the stock. On a bill filed by the wife to enforce her equity to a settlement, the court of appeal decreed the whole dividends to be paid to her. Barrow v. Barrow, 24 L. J. Ch. 267. OF TRUSTEES FOR MARRIED WOMEN. 617 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 ;(n) or if she cannot appear personally, a commission will be issued to take her examination apart from her hus- band.^) An application for the transfer of a fund belonging to a married woman,, must be made by petition in a cause, 1 and the court requires an affidavit of the parties that there was no settlement on their marriage. (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, (q) 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 agreement or disposition made by her in any other manner is altogether inopera- tive, and *will be totally disregarded by the court, if she after- r*4i4"i wards insist upon her claim. (rf The court will not take the consent of a married woman to the trans- fer of her fund, until the amount has been ascertained ; for though she may not think 5001. a proper subject of a settlement, she may think differently of. Q00l.(s) And for this reason a residue, or share of a residue, will not be transferred upon the wife's separate examination and consent,(t) and the produce of a wife's reversionary interest in stock, which has been contracted to be sold, is open to the same objection. (u) 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 714Z. 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 hesita- tion, 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 pay- able under the decree was still unascertained, (a;) (n) Macaulay v. Phillips, 4 Ves. 18. [Ante, 411.] (o) Parsons v. Dunne, 2 Ves. 60 ; Bourdillon v. Adair, 3 Bro. C. C. 237 ; Campbell v. French, 3 Ves. 322 ; Re Tasburgh, 1 V. & B. 507. ( p) Minet v. Hyde, 2 Bro. C. C. 663'; Binford' v. Bawden, 2 Ves. Jun. 38 ; Elliott v. Remington, 9 Sim. 502. The affidavit may be made by the wife only if the husband be abroad, lb. (q) Rose v. Rolls, 1 Beav. 270. (r) Macaulay v. Phillips, 4 Ves. 18 ; see Maitland v. Bateman, 13 Law Journ. N. S., Chanc. 274, 5 ; and post. (s) Jarnegan v. Baxter, 6 Mad. 32. (t) Sperling v. Rochfort, 8 Ves. 178. (u) Woollands v. Croucher, 12 Ves. 174; Godber v. Laurie, 10 Price, 152. (x) Packer v. Packer, 1 Coll. 92. 1 Mumford v. Murray, 1 Paige, 620 ; Duvall v. Farmers' Bank, 4 Gill & John. 283. 2 But in Wright v. Arnold, 14 B. Monr. 642 ; Smith v. Atwood, 14 Geo. 402, it was held that a married woman would be estopped by an informal consent and long acquiescence. 618 OF TRUSTEES FOR MARRIED WOMEN. 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 pro- vision out of that property, of which, if it were a legal interest, the husband could take actual and immediate possession in her right. There- fore, 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, (t/) 1 For such an interest cannot be reduced into immediate pos- session. And although some decisions of a contrary tendency are to be met with, (z) 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 property absolutely to her husband, but a settlement will be directed, (b) 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 Gullin v. Gullin, (c) a married woman under twenty-one presented a petition, praying that a sum in court, to which she was entitled, might be paid to her husband ; 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 Rolls, in which a similar application was made on the authority of Gullin v. Gullin, Lord Langdale, M. R., said he felt con- siderable difficulty in acting on that authority, and refused to make the order.(ctf) Indeed it does not seem easy to reconcile the order of the ["*41V1 Vi ce -Chancellor in Gullin v. * Gullin with the general principles which govern the court in dealing with the property of infants under its protection. And in a subsequent case, upon the point being (y) Socket v. Wray, 2 Atk. 6, n.; Frazer v. Bailie, 1 Bro. C. C. 518; Kichards v. Chambers, 10 Ves. 508; Woodlands v. Croueher, 12 Ves. 175; Ritchie v. Broadbent, 2 J. & W. 456 ; Packard v. Roberts, 3 Mad. 384. (z) Macartnick v. Buller, 1 Cox, 357 ; Howard v. Damiani, 2 J. & W. 458, n. (a) See Honnor v. Morton, 3 Russ. 63 ; Piekard v. Roberts, 3 Mad. 384 ; Purdew v. Jackson, 1 Russ. 48. (6) Stackpole v. Beaumont, 3 Ves. 89. (c) Gullin v. Gullin, 7 Sim. 236. (d) Stubbs v. Sargon, 2 Beav. 496. 1 Whittle v. Henning, 2 Phill. 731 ; 12 Jur. 1079; Greedy v. Lavender, 13 Beav. 612 ; Cunningham v. Antrobus, 16 Sim. 436 ; Hobby v. Allen, 20 Law J. Chanc, 139 ; 15 Jur. 835; Brandon v. Woodthorpe, 10 Beav. 463 ; Rogers v. Acaster, 14 Beav. 445 ; overruling Hall v. Hugonin, 14 Sim. 595. But as to chattels real, see Duberly v. Day, 14 Beav. 9. See full discussions on this subject in 10 Jurist, pt. ii, 474, 482 ; 7 Engl. Law Magazine, 234; 8 Id. 215 ; and, for American 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, 9 Hare, 434; and see Walker v. Drury, 23 L. J. Ch. 712. Where the husband outlives the wife he will become entitled to her reversionary interests by survivorship, and his assignees in bankruptcy are therefore in such case entitled to claim them when they vest in posses- sion. Drew v. Long, 22 L. J. Ch. 717. OF TRUSTEES FOR MARRIED WOMEN. 619 again submitted to the Vice-Chancellor, his Honor decided that the in- fant's consent could not he taken. (0) If the husband fail to reduce into possession his wife's equitable pro- perty in his lifetime, she will take the whole by survivorship at his death. (/) And in this respect, any distinction between equitable in- terests and legal choses in action is entirely exploded.^) 1 (e) Abraham v. Newcombe, 12 Sim. 566. [See accord, Ex parte Warfield, 11 Gill & J. 23 ; Udall v. Kenney, 3 Cow. 590.] (/) Twisden v. Wise, 1 Vern. 161 ; Hutchings v. Smith, 9 Sim. 137 ; Mitford v. Mit- ford, 9 Ves. 98. (g) Twisden v. Wise, 1 Vern. 161 ; Hornsby v. Lee, 2 Mad. 16 ; Purdew v. Jackson, 1 Russ. 1 ; Honnor v. Morton, 3 Rnss. 65. 1 It is now well settled, that the choses in action, including legacies and distributive 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. Krumbaar v. Burt, 2 Wash. C. C. 406; Schuyler v. Hoyle, 5 J. C. R. 196; Searing v. Searing, 9 Paige, 283 ; Snowhill v. Snowhill, 1 Green Ch. 30; Dare v. Allen, Id. 419 ; Pike v. Collins, 33 Maine, 43; Poor v. Hazleton, 15 N. H. 568; Legg v. Legg, 8 Mass. 99 ; Stanwood v. Stanwood, 17 Id. 57 ; Hayward v. Hayward, 20 Pick. 517 ; Parsons v. Parsons, 9 N. Hamp. 309 ; Lodge v. Hamilton, 2 S. & R. 491 ; Bohn v. Headley, 7 H. & J. 257 ; Browning v. Headley, 2 Rob. Va. 340 ; Revel v. Revel, 2 Dev. & Batt. 272 ; Rice v. Thompson, 14 B. Monr. 379; Whitehurst v. Harker, 2 Ired. Eq. 292; Poin- dexter v. Blackburn, 1 Id. 286 ; Terry v. Brunson, 1 Rich. Eq. 78 ; Bibb v. McKinley, 9 Port. 636; Sayre v. Flournoy, 3 Kelly, 541 ; Kellar v. Beelor, 5 Monr. 573 ; Clarke v. McCreary, 12 Sm. & M. 347 ; Pickett v. Everett, 11 Missouri, 568 ; though the contrary was held in Griswold v. Penniman, 2 Conn. 564. It is held in some of the United States, that a transfer for value, or release of a chose, in which the wife has a, present interest, will bar her survivorship. 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. Hamp. 309 ; Tuttle v. Fowler, 22 Conn. 58; Weeks v. Weeks, 5 Ired. Eq. Ill ; Siter's Est., 4 Rawle, 468; Tucker v. Gordon, 5 New H. 564. In others, the more recent English authorities have been followed, and the wife held to take by survivorship, where the assignee of the husband has not actually reduced the chose into possession. Matheney v. Guess, 2 Hill Eq. 63 ; Browning v. Headly, 2 Rob. Va. 340 ; Arrington v. Yarborough, 1 Jones Eq. (N. C.) 72 ; George v. Goldsby, 23 Alab. 333. In Pennsylvania, it is settled 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 survivorship (Eshelman v. Shuman's Adm., 13 Penn. St. R. 561), yet it will, if specifically included : Richwine v. Heim, 1 Pa. R. 373 ; Shuman v. Reigart, 7. W. & S. 168, explained in 13 Penn. St. R. 563 ; the latter being con- sidered the voluntary act of the husband, and for the consideration of his recovery of liberty. Siter's ease, 4 Rawle, 481. But in Van Epps v. Van Deusen, 4 Paige, 64; Outcalt v. Van Winkle, 1 Green Ch. 513; and Poor v. Hazleton, 15 N. H. 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 v. Hazleton ; and indeed in this last case, it was doubted whether it would pass at all. However, even in Pennsylvania, it is held that proceedings in bankruptcy being in invitum, the assignees there will not take ab- solutely. Shay v. Sessaman, 10 Barr, 434; Krumbaar v. Burt, 2 Wash. C. C. 406 ; 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 ; Slaymaker v. The Bank, 10 Barr, 373. The husband may, however, assign it, by express words in pay- ment of his debts : Barnes v. Pearson, 6 Ired. Eq. 482 ; but a transfer as collateral 620 OF TRUSTEES FOR MARRIED WOMEN. An actual payment or transfer by the legal holder to the husband security alone, will not be enough : Hartman v. Dowdel, 1 Rawle, 279 ; Latourette v. Williams, 1 Barb. Ch. 9 ; that not being a transfer for value. See Siter's case, 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 aud distributive shares may therefore be attached : Wheeler v. Bowen, 20 Pick. 563 ; Holbrook v. 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 cannot be attached : Dennison v. High, 2 Watts, 90 ; Robinson v. Woelpper, 1 Wharton, 179; Wheeler v. Moore, 13 N. Hamp. 478 ; or reached in equity by creditors : Andrews v. 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: Frauenfelt's Est., 3 Whart."415. How- ever, 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 divorce, will not be supported: Krupp v. Scholl, 10 Barr, 194; see Blenkinsopp v. Blenkinsopp, 1 De G. M. & G. 495. An assignment made in good faith, however, will not be affected by the fact that the husband was at the time in contemplation of a divorce. Tuttle v. Fowler, 22 Conn. 58. Upon the question of the assignment of a wife's choses, the modern authorities in England are at variance with many of 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 the choses are actually reduced to pos- session by the assignee : see post, page 416. Then as to an assignment for value, it also appears established, that the purchaser acquires no greater power. This was the doc- trine 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. Smith, 9 Sim. 137 ; Elwin v. Williams, 7 Jur. 338 ; 12 L. J. Ch. 440 ; S. C. under the name of Ellison v. Elwin, 13 Sim. 309 (see post, 417) ; Ashby v. Ashby, 1 Coll. 554; Wilkin- son v. Charlesworth, 10 Beav. 328; Le Vasseur v. Scratton, 14 Sim. 118; Borton v. Borton, 13 Jur. 247 ; 16 Sim. 552. This conclusion is approved in Macqueen, Husband & Wife, 54 ; 2 Spence's Eq. Jar. 476 ; 4 Law Review, 249 ; but see the remarks of Mr. Bell, Property of Hushand and Wife, 73. Contra, it seems, as to terms for years: Duberly v. Day, 14 Beav. 9 ; but see ante, 406. In Siter's case, 4 Rawle, 461, this sub- ject was dispussed, and Purdew v. Jackson strongly disapproved. The doctrine of Siter's case, and of many of the American decisions, is that an assignment for value by the husband amounts to a contract, which equity would execute against him by com- pelling a reduction, and therefore will treat as executed, after his death. But this reasoning appears to be open to several objections. In the first place, as was shown; indeed, in Siter's case, the husband has not a property in, but only a naked power over his wife's choses, which 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 abso- lute power. Next, the equitable principle referred to is admissible only as between the purchaser, and the assignor and his representatives. But the wife does not claim through her husband, but on a distinct title. Further, a court of equity does not, ex- cept in peculiar cases, compel specific performance of a contract with regard to per- OF TRUSTEES FOR MARRIED WOMEN. 621 hiniself,(&) 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. sonal property, but leaves the parties to their remedies at law. And, though the assignment of a chose in action imports in equity an agreement by the assignor to allow his name to be used by the assignee, this could only bind the executor of the husband, not the wife, after his death. Finally, in the case of choses in action proper, 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 pecu- liar 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. With regard to the equitable in- terests of the wife, the case is still clearer, for equity only recognizes the husband's rights over them, because it is bound to follow the law. 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 v. Taliaferro, 2 Call, 376 ; Mayfield v. Clifton, 3 Stew. 375 ; Kintzinger's Estate, 2 Ashm. 45 ; 3ee Miller's Estate, 1 Id. 323 ; Gochenaur's Est., 23 Penn. St. 460 ; though if the husband in such case charges his wife's legacy in his account as paid, and the charge is allowed : Pierce v. Thompson, 17 Pick. 391 ; or he dies without settling an account, having previously appropriated the property of the estate to his own use : Ellis v. Baldwin, 1 W. & S. 253 ; or sells it, taking notes therefor, which he converts to his own use : Wardlaw v. Gray, 2 Hill's Eq. 644; it is a reduction. On the same ground, the mere joining in a suit with his wife, with regard to her property, is insufficient. Pike v. Collins, 33 Maine, 43 ; Thompson v. Ellsworth, 1 Barb. Ch. 624; Arnold v. Buggies, 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 appointed, who acted, but did not report, it was held that the wife took by survivorship. Gregory v. Marks, 1 Rand. 355. So in Bennett v. Dil- lingham, 2 Dana, 436, where in a suit for distribution, the commissioners made sale, and then the husband died. A judgment or decree in a joint suit is not enough ; there' must be also execution, or a delivery of the property sued for to the husband or some one for him. Pike v. Collins, 33 Maine, 43 ; Mason v. McNeill, 23 Alab. 201. 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 legacy. Lodge v. Hamilton, 2 S. & R. 491 ; 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 pay- ment 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. Hunter v. Hallett, 1 Edw. Oh. 388 ; Pickett v. Everett, 11 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 off a part of the incumbrance to the comortgagee, the wife's survi- vorship 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 codistributees, 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. Bumpass, 4 Ired. Eq. 385. So where the husband receives from the executor of an estate from which •his wife is entitled to a legacy, money, not as an advance, but under a contract to re- fund : Savage v. Benham, 17 Alab. 120 ; or on an understanding that it is to be em- ployed in part payment of land bought in the wife's name. Barron v. Barron, 24 Verm. 622 OF TRUSTEES FOR MARRIED WOMEN. him to receive the fund,(a) will be a reduction into possession, and will defeat the •wife's title by survivorship ; and this though she be an in- fant.^) (i) Glaister v. Hewer, 8 Ves. 207 ; Johnson t. Johnson, 1 J. & W. 472 ; Hansen v. Miller, 8 Jur. 209. (k) Hansen v. Miller, 8 Jar. 209. 375. In short, in order to amount to a reduction to possession, the receipt by the hus- band must he jure mariti. Barron v. Barron, ut supr. 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 declarations at the time or subsequently, to have been intended for the benefit or in trust for the wife. Hind's Estate, 5 Wharton, 138 ; Gray's Est., 1 Barr, 327 ; McDowell v. Potter, 8 Barr, 191 ; Gochenaur's Est., 23 Penn. St. 460. But to create a disclaimer, subsequent admissions must be " deliberate, positive, precise, clear, and consistent." Gray's Est., ut supra ; Gochenaur's Est., 23 Penn. St. 460. And where the reduction has been complete, subsequent expressions of regret, however positive or sincere, will not avail to revive the right of the wife. Nolen's App., 23 Penn. St. 38. Not only must the intention to appropriate appear distinctly, but the act of reduction must be complete at the husband's death. Mason v. McNeill, 23 Alab. 201. 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 execution, 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 survivorship. Donaldson v. West Branch Bank, 1 Barr, 286. And where a husband attempts to reduce the chose, and but part was actually received, the remainder will survive. Schuyler v. Hoyley 5 J. C. R. 196. Where, however, the requisites enumerated concur, the survivorship is excluded. Thus, taking bond from an executor for a legacy, and judgment thereon, is a reduc- tion : 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, as in Siter's case, 4 Rawle, 461, a deed of wife's chases by husband to a trustee for tie benefit of the wife and child, excludes the wife's survivorship. Where the money is re- ceived 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 possibilities, 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 appro- priation, under a separate examination ; 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. Bran- son, 1 Rich. Eq. 78; Reese v. Holmes, 5 Id. 531 ; Sales v. Saunders, 24 Mississ. 24; Goodwin v. Moore, 4 Humph. 221 ; Caplinger v. Sullivan, 2 Id. 548. But in Pennsyl- vania the rule is different. Siter's case, 4 Rawle, 461 ; Woelpper's App., 2 Barr, 71 ; Webb's App., 21 Penn. 248 ; and this was held in a case where the interest of the wife did not become vested till after the passage of the " Married Woman's Act" of 1848, the assignment by the husband being before. Smilie's ,Est., 22 Penn. 130. So in Kentucky : Merriwether v. 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 OF TRUSTEES FOB, MARRIED WOMEN. 623 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, but die before the security with the legal estate is released or transferred, the receipt of the debt by the husband will be treated as a sufficient re- duction 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 by the direction of the husband, was a reduction 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 reduc- tion, which does not vest the legal title to it in the husband, or the per- son 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)(l) or has been trans- ferred by the existing trustees to other persons as trustees for the wife's benefit ;(q) 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 in other words, it still remains an equitable chose in action. So the mere filing of a bill by the husband {I) Rees v. Keith, 10 Law Journ. N. S. Chanc. 46. [Siter v. McLanahan, 2 Grattan, 280.] (m) Hansen v. Miller, 8 Jur. 209. (») "Wall v. Tomlinson, 16 Ves. 413 ; see Baker v. Hall, 12 Ves. 49?. (0) Blount v. Bestland, 5 Ves. 515. {p) Macaulay v. Phillips, 4 Ves. 17, 18. (q) Wall v. Tomlinson, 16 Ves. 413 ; Fort v. Fort, Forrest, 171 ; Ryland v. Smith, 1 M. & Cr. 53. (1) Unless indeed it be paid in to the account of the husband alone j Re Jenkins, 5 Russ. 183. 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 v. Leake, 2 Dev. & Batt. R. 133 ; Howell v. Howell, 3 Ired. Eq. 528 ; Weeks v. Weeks, 5 Ired. Eq. 111. 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 ; Hayward v. Hayward, 20 Pick. 517 ; Atcheson v. Atcheson, 11 Beav. 485 ; Laprimaudaye v. 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. Attheson v. Atcheson, ut supra. The interest of the husband in property settled to the joint use of himself and his wife is liable to his creditors, notwithstanding a provision that it shall not be liable to his debts, &c; and passes to hisinsolvent assignees. Rivers v. Thayer, 7 Rich. Eq. 166; Carson v. O'Bannon, Id. 219.' 624 OP TRUSTEES FOE MARRIED WOMEN. 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 r*4.;|fil °^ ^ e h USDan d an d wife, *will not affect her rights by survivor- ship.(s) Although it will be otherwise, where the fund is ordered to be paid, or declared to belong to the husband alone ; and in that case, his executors 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, (u) It is clear, that receipt by the husband of the interest or dividends of the funds, is no reduction into possession by him. (a;) And even the re- ceipt 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 sur- vive.^) So it has long been settled, that the general assignment by operation of law upon the bankruptcy or insolvency of the husband, will not ope- rate 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.(a) And still less will a mere voluntary assignment by the husband have that effect.(a) So where the wife's equitable interest 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 valua- ble 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 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, (r) Pierce v. Thornely, 2 Sim. 167, 180. \s) Nanney v. Martin, 1 Eq. Ca. Abr. 68 ; 3 Atk. 726 ; Forbes v. Phipps, 1 Ed. 502; Nightingale v. Lookman, Fitzgibb. 148 ; Hore v. Woulfe, 2 Ball & B. 424 ; Adams v. Lavender, 1 McClel. & Y. 41 ; Be Jenkins, 5 Buss. 183. (<) Packer v. Wyndham, Prec. Ch. 412 ; Heygate v. Annesley, 3 Bro. C. C. 362; see Be Jenkins, 5 Buss. 183. (u) Oglander v. Baston, 1 Vern. 396. (a;) Nash v. Nash, 3 Mad. 133. (y) Ibid. (z) Gayner v. Wilkinson, 2 Dick. 491 ; 1 Bro. C. C. 50, n. ; Mitford v. Mitford, 9 Ves. 87, 97 ; Hormsby v. Lee, 2 Mad. 16 ; Pierce v. Thornely, 2 Sim. 167, 177. (a) Lord Carteret v. Pascal, 3 P. Wins. 199 ; Burnet v. Kynaston, 2 Vern. 401 ; Mit- ford v. Mitford, 9 Ves. 99 ; Johnson v. Johnson, 1 J. & W. 472. (6) Hornsby v. Lee, 2 Mad. 16 ; Purdew v. Jackson, 1 Buss. 1 ; Honnor v. Morton, 3 Buss. 65 ; Dalbiac v. Dalbiac, 16 Ves. 122. [See Duberly v. Day, 14 Beav. 9, and ante, 414, note.] OF TRUSTEES FOR MARRIED WOMEN. 625 ■which agreement being for valuable consideration ought to be per- formed.^) And although the principle of those decisions was disap- proved 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,(d) the doctrine which they established, ap- pears notwithstanding to have been recognized and admitted,(e) until the Vice-Chancellor's Observations in the recent case of Hutchings _ v. Smith(/) raised considerable doubt as to its authority. *- J 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 hus- band. 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 de- creed 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 question as to the effect of the as- signment 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 considered 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."(gr) This case has since been followed by that of Elwin v. Williams,(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 husband 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 by the hus- band, 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. (c) Duke of Chandos v. Talbot, 2 P. W. 608 ; Lord Carteret v. Paschall, 3 P. Wms. 197 ; Bates v. Dandy, 2 Atk. 207 ; S. C. 1 Russ. 33, n., and 3 Russ. 72, n. ; "Wright v. Morley, 11 Ves. 20, 21 ; Grey v. Kentish, 1 Atk. 280 ; Hawkins v. Obyn, 2 Atk. 549 ; Pascall v. Thurston, 2 Bro. P. C. 19 ; Honnor v. Morton, 3 Russ. 68, 9. (d) See Mitford v. Mitford, 9 Ves. 99 ; Johnson v. Johnson, 1 J. & W. 476 ; Honnor v. Morton, 3 Russ. 65 ; Purdew v. Jackson, 1 Russ. 60. (e) Johnson v. Johnson, 1 J. & W. 476 ; Honnor v. Morton, 3 Russ. 68. (/) 9 Sim. 137, 146, 7. (g) Hutchings v. Smith, 9 Sim. 137, 146 (h) Elwin v. Williams, 12 Law Journ. N. S., Chanc. 440. [7 Jur. 337 ; S. C. sub nom. Ellison v. Elwin, 13 Sim. 309 ; see ante, p. 415, note.] 40 626 OF TRUSTEES FOE MARRIED WOMEN. The Vice-Chancellor held that the husband's assignment in this case did not affect any part of the wife's interest, which was not reduced into possession in his lifetime.ii) It is therefore settled by this decision, that an assignment for valuable consideration 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 de- feated 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 pos- session of the fund, (k) It is immaterial, that the wife herself joins with her husband in exe- cuting any assignment of her equitable interests, which is inoperative to bind her title by survivorship. For any deed executed by her during the coverture is merely inoperative, and it will be competent for her or for her representatives *after his death, to dissent from it, and L J 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. (mf And although he die before the property is got in, his representatives, and not the wife's next of kin, will be entitled. (n) Hence, an assignment by the husband of his wife's choses 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 (i) Lord Salisbury v. Newton, 1 Ed. 370. (k) Vide supra. (I) Wright v. Rutter, 2 Ves. Jun. 673 ; Macaulay v. Phillips, 4 Ves. 16 ; Hornsby v. Lee, 2 Mad. 18 ; Purdew v. Jackson, 1 Russ. 1 ; Honnor v. Morton, 3 Russ. 65 ; Hutch- ings v. Smith, 9 Sim. 137. [Ante, 415, note.] (m) Squib v. Wyn, 1 P. Wms. 378 ; 1 Rop. Hus. & Wife, 203. {n) Cart v. Rees, 1 P. Wms. 381, cited ; Humphrey v. Bullen, 1 Atk. 458 ; Elliott v. Collier, 3 Atk. 526. (o) White v. St. Barb, 1 Ves. & B. 405 ; see Ranking v. Bernard, 5 Mad. 32. 1 Accord, Whitaker v. Whitaker, 6 John. R. 112; Hunter v. Hallett, 1 Edw. Ch. 388; Hoskins v. Miller, 2 Dev. R. 360; Lockwood v. Stockholm, 11 Paige, 87; Big- gert v. Biggert, 7 Watts, 563 ; Clay v. Irvine, 4 Watts & Serg. 232 ; Hatton v. Weems, 12 G. & J. 83; Glasgow v. Sands, 3 G. & J. 96 ; Donnington v. Mitchell, 1 Green, Ch. 243 ; Dawson v. Dawson, 2 Strob. Eq. 34 ; Lee v. Wheeler, 4 Geo. 541 ; Wilkinson v. Perrin, 7 Monr. 214 ; Jackson v. Sublitt, 10 B. Monr. 469 ; Lowry v. Houston, 3 How. Miss. 394. Contra, Curry v. Fulkinson, 14 Ohio, 100;, Baldwin v. Carter, 17 Conn. 201 ; Bryne v. Stewart, 3 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. OP TRUSTEES FOR MARRIED WOMEN. 627 her children will always be considered and protected by the court, (p) 1 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, (q) 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 actually executed, and this though the Master have actually approved of a settlement under a decree. (r) 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 settle- ment will prevail against the husband's right by survivorship, though the wife died before the settlement is made, or any further proceedings are taken. (s) And it is immaterial, that the decree or order is for a settlement on the wife alone, without mentioning the children. (t) It was decided by Sir J. Leech, in Steinmetz v. Halthin,(w) that this equity attaches in favor of the children immediately upon the filing of the bill, 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;) However, in the subsequent case of De la Garde (jp) Murray v. Ld. Elibank, 10 Ves. 84; Lloyd v. Williams, 1 Mad. 450 ; Groves v. Clark, 1 Keen, 132. [Howard v. Moffatt, 2 J. 0. R. 206 ; Udall v. Kenney, 3 Cow. 609 ; Groverman v. Diffenderfer, 11 Gill & John. 22 ; Napier v. Howard, 3 Kelly, 193 ; Andrews v. Jones, 10 Alab. 401 ; notes to Murray v. Lord Blibank, ut supr.] (q) Scriven v. Tapley, 2 Ed. 337 ; S. C. Ambl. 509 ; Lloyd v. Williams, 1 Mad. 450. [Martin v. Sherman, 2 Sandf. Ch. 341 ; Bell v. Bell, 1 Kelly, 637 ; Barker v. Woods, 1 Sandf. Ch. 129.] (r) Ante, and see Row v. Jackson, 12 Dick. 604 ; Murray v. Ld. Elibank, 10 Ves. 84 ; Martin v. Mitchell, 10 Ves. 89, cited; Steinmetz v. Halthin, 1 Gl. & J. 64. (s) Murray v. Ld. Elibank, 10 Ves. 84 ; Lloyd v. Williams, 1 Mad. 450 ; Groves v. Clarke, 1 Keen, 132. [Mumford v. Murray, 1 Paige, 621 ; Helms v. Pranciscus, 2 Bland Ch. 581.] (i!) Groves v. Clarke, 1 Keen, 132 ; Groves v. Perkins, 6 Sim. 584. [See Hill v. Hill, 3 Strobh. Eq. 94.] (u) 1 Gl. & J. 64. {x) 1 Keen, 132. 1 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, remainder to her chil- dren as she should appoint, remainder to the children in default of appointment, and 1 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. Taggart, 1 De G. Mac. & Gord. 286 ^ Bagshaw v. Winter, 5 De G. & S. 466. Circumstances may exist, however, in a par- ticular 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. 628 OF TRUSTEES FOE, MAESIED WOMEN. v. Lempriere,(y) 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 L J equity did not attach merely upon Hhe filing of the bill, and that upon her death, before decree, her husband became absolutely entitled 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, (s) 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 limi- tation, giving her the sole and exclusive enjoyment of it. At law a married woman, during the coverture, is in general incapacitated from acquiring or holding property separately from her husband.(J) 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 exclusion 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 effec- tually created, although she be unmarried at the time, and no 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.(d) This doctrine was shaken to the foundation by Lord Cottenham, when Master of the Rolls. It was laid down by that learned Judge in the case of Massey v. Parker,(e) that where property is given, or settled to the separate use of a woman who was unmarried at the time, it vests, on her marriage, in her husband absolutely in his marital right. 1 But in (y) De la Garde v. Lempriere, 6 Beav. 344. (2) Macaulay v. Phillips, 4 Ves. 19. (a) Ibid. (6) 1 Rop. Husb. & Wife, 3, 53 ; and 2 lb. 151. (c) 2 Rop. Husb. & Wife, 151. [2 Kent's Comm. 162 ; note to Hulme v. Tenant, 1 Lead. Oas. Eq. 370.] (<2) Anderson v. Anderson, 2 M. & R. 427 ; Davies v. Thornyeroft, 6 Sim. 420; Tullett v. Armstrong, 1 Beav. 1 ; 4 M. & Cr. 390 ; Scarborough v. Borman, 1 Beav. 34 ; and 4 M. & Cr. 377. ( e ) 2 M. & K. 174. 1 Accord, Hamersley v. Smith, 4 Whart. 1 26 ; Lindsay v. Harrison, 3 Eng. Arkan. R. 311 ; see Dick v. Pitchford, 1 Dev. & Batt. Eq. 480. But in Beaufort v. Collier, 6 OF TRUSTEES FOR MARRIED WOMEN. 629 the subsequent cases of Tollett v. Armstrong,(/) and Scarborough v. Bowman, (g) in which it became necessary to adjudicate on the point, Lord Langdale, M. R., decided in favor of the validity of the trust for the separate use ; and in affirming those decisions on appeal, Lord Cot- tenham, when Chancellor, formally overruled his own dictum in Massey v. Parker, and finally established the doctrine as stated above. (h) And it is settled, that the trust for the separate use, though suspended by the cessation of coverture, 1 will reattach on a subsequent marriage, 2 if a future marriage be contemplated by the terms of the trust.(i) But, *if the trust be confined in its terms to the first coverture, it will r ^..nn-\ not be extended to a subsequent marriage. (k) 3 - L -• As this separate interest of a married woman is the subject only of equitable cognizance, the interposition of trustees was at first deemed (/) 1 Beav. 1. (g) 1 Beav. 34. (A) 4 M. & Or. 377. [Gaffee's Trust, 14 Jur. 277 ; 1 McN. & Gord. 541.] (i) Clark v. Jacques, 1 Beav. 36 ; Dixon v. Dixon, lb. 40. And although the wife was an infant at the period of the first settlement. Ashton v. M'Dougall, 5 Beav. 56. (k) Knight v. Knight, 6 Sim. 121 ; Benson v. Benson, lb. 126. [Overruled, see below.] Hump. 487 ; Shirley v. Shirley, 9 Paige, 363 ; Fellows ?. Tann, 9 Alab. 1003 ; Pears v. Brooks, 12 Geo. 197 ; Robert v. West, 15. Id. 123 ; Nix v. Bradley, 6 Rich. Eq. 43, the later English doctrine in Tollett v. Armstrong was followed. 1 Hamersley v. Smith, 4 Whart. 126 ; Smith v. Starr, 3 Id. 62 ; notwithstanding ex- press words to the contrary : Harrison v. Brolasky, 20 Penn. 299 ; see Clarke v. Wind- ham, 12 Alab. 800. 2 Roberts v. West, 15 Geo. 123. Contra, Hamersley v. Smith, ut supr. a But in the case of Gaffee's Trust, 14 Jur. 277 ; 1 Mac. & Gord. 541 (overrul- ing S. C. 13 Jur. 74; 6 Hare 101), the wife's property, by a post-nuptial settle- ment, 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 said G." (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 for life was limited to the wife; but an estate for life was given to tha husband after the decrease 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 subse- quent 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, without 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 considered 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 restric- tion 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. 630 OF TRUSTEES FOR MARRIED WOMEN. h 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 interven- tion 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 sepa- rate benefit of his wife. (to) 1 It is clear that no particular form of words is necessary to create a trust for a feme's separate use. 2 Such a trust may either be declared (I) Harvey v. Harvey, 1 P. Wms. 125 ; S. C. 2 Vern. 659 ; Barton v. Pierpoint, 2 P. Wins. 79. ' (m) 2 Rop. Huab. & Wife, 152. («) Bennet v. Davis, 2 P. Wms. 316 ; Barley v. Darley, 3 Atk. 399 ; Lee v. Prideaux, 3 Bro. C. C. 383 ; Parker v. Brooke, 9 Ves. 283 ; Baggett v. Meux, 13 Law Jour. N. S., Chanc. 228 [1 Phill. 627] ; Rich v. Cockell, Id. 375 ; Major v. Lansley, 2 R. & M. 355. [See ante, p. 406, and note.] 1 Though a direct gift from a husband to his wife is not valid at law, it will be sus- tained in equity as a separate provision for her, where it is kept distinct from his other property. Herr's App., 5 W. & S. 494 ; Reade v. Livingston, 3 John. Ch. 490 ; Searing v. Searing, 9 Paige, 284; Pinney v. Fellows, 15 Verm. 536; Barron v. Barron, 24 Verm. 375. 2 Perry v. Boileau, 10 S. & R. 208 ; Lewis v. Adams, 6 Leigh, 320 ; Ballard v. Tay- lor, 4 Desaus. 550 ; Stuart v. Kissam, 2 Barb. S. C. 494 ; Heathman v. Hall, 3 Ired. Bq. 414 ; Pears v. Brooks, 12 Geo. 197 ; Beaufort v. 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 v. Knorr, 4 Rawle, 66 ; Ashcraft v. Little, 4 Ired. Eq. 236 ; Williams v. Claiborne, 7 Sm. & M. 488 ; Carroll v. Lee, 3 G. & John. 505 ; Cook v. Kennedy, 12 Alab. 42 ; Pears v. Brooks, ut supra ; note to Hulme v. Tenant, ut supra. It is impossible, however, to reconcile all the decisions, 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," Newman v. James, 12 Alab. 29; or " in trust for the proper use and benefit of the feme coverte, and her heirs forever ;" Warren v. Haley, 1 Sm. & Marsh. Ch. 647 ; " for the use and benefit of the wife and her heirs," Good v. Harris, 2 Ired. Eq. 630 ; " for the entire use, benefit, profit, and advantage" of the wife, Heathman v. Hall, 3 Ired. Eq. 414 ; " for her own proper use and benefit," Griffith v. Griffith, 5 B. Monroe, 113 ; "to the use and benefit of A. and children, to remain in possession of A.," Hamilton v. Bishop, 8 Yerg. 33 ; " not to be sold, bartered or traded" by the husband, Woodown v. Kirkpatrick, 2 Swan, 218; "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 mainte- nance," 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 v. 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. Clippenger, 5 Barr, 385 ; " to be at her own dis- posal in true faith/' Bridges v. Wood, 4 Dana, 610 ; "for her own and sole use for- ever," Fisher v. Filbert, 6 Barr, 61 ; " for her own proper use during her lifetime," Snyder v. 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. Kissam, 2 Barb. S. C. 494. So in Tyson's App.j 1" OF TRUSTEES FOR MARRIED WOMEN. 631 in express terms, or it may be inferred from the. provisions or directions as to the mode of enjoyment or management of the property.(o) Thus a limitation to the "separate" use of the wife,(p) or what has been de- cided to be the same thing, to her " sole" use,^) will be clearly suffi- cient. 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 ) See 2 Bop. Husb. and Wife, 292. Dana, 140 ; Bogers v. Bogers, 4 Paige, 518 ; Carter v. Carter, 14 Sm. & M. 59 ; M'Kennan v. Phillips, 6 Wharton, 571 ; McCrocklin v. McCrocklin, 2 B. Monr. 370 ; Beed v. Beazley, 1 Blackf. 97 ; 2 Kent's Coram. 176 ; see Mercein v. People, 25 Wend. 77 ; Sterling v. Sterling, 12 Geo. 201. 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. 1 It has been generally ruled, that the intervention of a trustee was necessary to vali- date deeds of separation. Bettle v. Wilson, 14 Ohio, 257 ; Carson v. Murray, 3 Paige, 483 ; Tourney v. Sinclair, 3 How. Miss. 324 ; Watkins v. Watkins, 7 Yerg. 283 ; Simp- son v. Simpson, 4 Dana, 140 ; Carter v. Carter, 14 Sm. & M. 59 ; see 2 Kent's Comin. 176. But in Hutton v. Duey, 3 Barr, 100, an agreement for immediate separation, without the intervention of a trustee, having been acted on, was supported : S. P. » Barron v. Barron, 24 Verm. 375 ; so (apparently) in Picket v. Johns, 1 Dev. Eq. 123. See Bowers v. Clark, Philada. B. 561. As to the subsequent discharge of the articles, see Heyer v. Burger, 1 Hoff. Ch. 1 ; Eatliff v. Huntly, 5 Ired. B. 545 ; Huntly v. Huntly, 6 Ired. Eq. 514; Webster v. Web- ster, 1 Sm. & Giff. 489. 644 OF TRUSTEES FOR MARRIED WOMEN. other claims on his property, that will create a valuable consideration, and will support the transaction even against the husband's creditors.^) But the absence of such a covenant on the part of the trustees, will not invalidate the deed, which, notwithstanding such an omission, will be binding on the husband himself ;(r) although, for want of a proper consideration, it would not hold good against his creditors. (s) It is to be observed, however, that if the provision for the wife still rested in agreement on the part of the husband, and there were no cove- l"*4971 nan * ^ * tne trustees^ or other valuable consideration, to support the agreement, it would be a mere nudum pactum, which could not be enforced in equity, it) But if the trust for the wife be actually created, it is by no means essential that the instrument should be for- mally executed as a deed.(it) It was at one time considered, that provisions for the separate main- tenance of a married woman in case of any future separation, might be enforced. (a;) This doctrine, however, is now clearly overruled, and it is settled, that' the agreement must be for an immediate separation.(«/) 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.(s) 1 In these cases, if a bond or covenant be entered into by the husband, 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 (q) Stephens v. Olive, 2 Bro. C. C. 90 ; Compton v. Collinson, Ibid. 38 ; Worrall v. Jacob, 3 Mer. 256 ; Elworthy v. Bird, 2 S. & St. 381. (r) Fitzer v. Fitzer, 2 Atk. 511 ; Westmeath v. Westmeath, Jac. 126 ; Frampton v. Frampton, 4 Beav. 287. [Reed v. Beazley, 1 Blackf. 98 ; Bowers v. Clark, Phila. Rep. 561.] (s) Ibid. (t) Elworthy v. Bird, 2 S. & St. 372. [See, however, Wilson v. "Wilson, 14 Sim. 405. aff. 1 H. Lds. Cases, 538 ; Sugd. Law of Pr. 179.] (u) Elworthy v. Bird, ubi supra ; Angier v. Angier, Prec. Chan. 496 ; Head v. Head, 3 Atk. 54. (a;) Rodney v. Chambers, 2 East, 297 ; Hoare v. Hoare, 2 Ridg. P. C. 268 ; Chambers v. Caulfield, 6 East, 244. [y) Titley v. Durant, 7 Price, 577 ; Hobbs v. Hull, 1 Cox, 445 ; Westmeath v. West- meath, Jac. 142; [Aff. Dom. Proc. Sugd. L. of Pr. 178]. (z) Cocksedge v. Coeksedge, 8 Jur. 659 [5 Hare, 397]. 1 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 meantime they are to be kept to her separate use and control," was good. A separation deed in wh,ich the husband covenants with a surety that he will not visit the wife without the surety's consent, does not contemplate reconciliation, and sub- sequent separation, so as to be void as being contrary to public policy. Webster v. Webster, 4 De G. Macn. & G. 437. OF TRUSTEES OF FREEHOLDS. 645 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 dis- posing 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 ; conse- quently, any assignment, or charge, or other disposition executed by her, will be merely void, and must be wholly disregarded by the trus- tees.^) It is the duty of trustees for a feme coverte, to protect her interests against her husband ; and if, in neglect of that duty, they assist the husband in excluding her from the receipt of her property, and refuse to pay and dispose of her income according to her directions, 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 pur- chaser, 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. (d) 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 husband *would not be entitled to the whole, although the wife were guilty of adultery, and separated from him. ((7) L J And where the wife is entitled to a provision by virtue of a contract, whether contained in marriage articles, or in a covenant or deed of settlement, it is clearly settled, that the trust may be enforced in her favor, notwithstanding her adultery, and although she may be living apart from her husband.(A) And a suit by the trustees against the hus- band for that purpose may be sustained. (i) IX. — OF TRUSTEES OF FREEHOLDS. The powers and duties of trustees of freehold estates have necessarily been in a great measure discussed by anticipation in some of the previ- (a) Cooke v. Wiggins, 10 Ves. 191 ; see Seagrave v. Seagrave, 13 Ves. 439. (6) Hyde v. Price, 3 Ves. N 437. (c) Bagot v. Bagot, 10 Law Journ. N. S., Chanc. 116. (d) Duncan v. Campbell, 12 Sim. 616. (e) Duncan v. Campbell, ubi supra. (f) See Duncan v. Campbell, 12 Sim. 636. \g) Ball v. Montgomery, 4 Bro. C. C. 339 ; S. C. 1 Ves. Jun. 191. (h) Sidney v. Sidney, 3 P. Wms. 270 ; Blount v. Winter, lb. 277, n.; Moore v. Moore, 1 Atk. 276 ; Seagrave v. Seagrave, 13 Ves. 439. (i) Blount v. Winter, 3. P. Wms. 277, n. j Moore v. Moore, 1 Atk. 276. 616 OF TRUSTEES OF FREEHOLDS. ous chapters of this work ; hut 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 recognized in a court of law, it is one of the primary duties of the trustee of freehold estates, to maintain and defend all such actions at law, as are requisite for the assertion or protection of the title. (Jc) 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 trustees, having the legal estate, are entitled in general to the custody of the deed of settled property, for the benefit of all the parties beneficially inte- rested, (m) And that it will even be a breach of their duty to suffer the equitable tenant for life to obtain possession of the deeds. (w) Although the court will not suffer this right to be abused by the trustees for the mere purpose of annoying or controlling 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 retain 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 property, and of the powers and duties which the trustees are called upon to ex- ercise.^) 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 r*A) 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. It is almost unnecessary to state, that the general rule of the court, as to the mode of raising the renewal fines, and the contribution of the tenant for life, will be controlled by the intention of the settlor, as it is to be collected from the trust instrument. (q) And upon this principle, where a testator had expressly created a particular 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 renewals ultra the reserved fund.(r) And in another case, where a testator 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 in- terest 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*438T *^° on t ' ie otner band, if the testator have clearly shown an intention, 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 settlement, subject to that trust. The trust for renewal overrides all the subsequent beneficial in- terests, 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; 554 ; Allen v. Backhouse, 2 V. & B. 79 ; Playters v. Abbott, 2 M. & K. 108, 9 ; Ran- dall v. Russell, 3 Mer. 190 ; Earl of Shaftesbury v. Duke of Marlborough, 2 M. & K. 121 ; Greenwood v. Evans, 4 Beav. 44, 48. (n) Verney v. Verney, Ambl. 88 ; 1 Ves. 428 ; White v. White, 4 Ves. 33 ; 9 Ves. 561. (o) 1 Ves. 429. ( p) 4 Ves. 33. (g) Playters v. Abbott, 2 M. & K. 109 ; Earl of Shaftesbury v. Duke of Marlborough, Id. 119. (r) White v. White, 4 Ves. 24 ; 9 Ves. 554 ; and see Stone v. Theed, 2 Bro. C. C. 243. (*) Playters v. Abbott, 2 M. & K. 110. OE TRUSTEES OF LEASEHOLDS. and the tenant for life will have no claim for contribution against the parties entitled in remainder.(t) However, it has been already stated, that a direction to raise the requisite amount out of the rents and profits, will 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 con- fined expressly or by implication to the annual income of the property.(w) 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 relative 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 contemplated and pro- vided 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 cove- nants 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 recognized and protected by the court for the benefit of the trust estate, the trustees will have a title to compensation 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 renewal of a church lease held in trust was rendered impossible from the property being re- quired 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.(t/) 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. (a) 1 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 posi- (t) Earl of Shaftesbury v. Duke of Marlborough, 2 M. & K. Ill, 122. (u) Milles v. Milles, 6 Ves. 761 ; see Anon. 1 Vern. 104; Stone v. Theed, 2 Bro. 0. C. 246, vide supra. (x) Marsh v. Wells, 2 S. & St. 90. (y) Jones v. Powell, 4 Beav. 96. (z) Keech v. Sandford, Sel. Ca. Ch. 61 ; [1 Lead. Cas. Eq. 47, 54, and Am. note ;] Holt v. Holt, 1 Ca. Ch. 190 ; Eawe v. Chichester, Ambl. 719 ; Griffin v. Griffin, 1 Sch. & Lef. 352 ; James v. Dean, 11 Ves. 392 ; 15 Ves. 236 ; Pitzgibbon v. Scanlan, 1 Dow. P. Rep. 269 ; Killick v. Flexney, 4 Bro. C. C. 161 ; Parker v. Brooke, 9 Ves. 583. (a) James v. Dean, 11 Ves. 392 ; Nesbitt v. Tredennick, 1 Ball k B. 29. 1 See post, page 539, n. (z) ; Holridge v. Gillespie, 2 J. C. E.33 ; Galbraith v. Elder, 8 Watts, 81 ; Pisk v. Sarber, 6 Watts & Serg. 18 ; McClanahan v. Henderson, 2 A. K. Marsh. 388 ; Case of Heager's Exr's, 15 S. & R. 65. 660 OP TRUSTEES OP ADVOWSOHS. r^nni tively *refused to renew for the benefit of the cestui que trust, from some personal objection to him, before the trustee obtained the renewal for himself.(S) 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 re- newable lease: all sueh persons will be trustees of any new lease, obtained by them for those entitled in remainder.(c) But the rule will not be extended to a quasi tenant in tail of 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 repay- ing to the trustee, or other person renewing, the sums expended 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 himself 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.^) XII. — OP TRUSTEES OP ADVOWSONS, AND PRESENTATIONS TO ECCLESIASTICAL BENEPICES. It has been already stated, that the legal right to present to a bene- fice is vested in the trustees having the legal estate in the advowson ; but the right of nomination belongs, in equity, to the cestui que trusts, whose nominee the trustees will be bound to present.(A) Where the trusts of the advowson are expressly declared, no question can arise as to the relative rights of the trustees and cestui 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, (6) Keech v. Sandford, Sel. Ca. 61 ; Pitzgibbon v. Scanlan, 1 Dow. 269. (c) Palmer v. Young, 1 Vern. 376 ; Taster v. Marriott, Ambl. 658; Eawe v. Chi- chester, Ambl. 715 ; Pickering v. Vowles, 1 Bro. C. C. 197 ; Fitzgerald v. Raynsford, 1 Ball & B. 37, n. ; Eyre v. Dolphin, 2 Ball & B. 290 ; Featherstonhaugh v. Fenwick, 17 Ves. 298; Randall v. Russell, 3 Mer. 196, 197; Tanner v. Elworthy, 4 Beav. 487; Giddings v. Giddings, 3 Russ. 241. [Vanhorne v. Fonda, 5 J. C. R. 388; Smiley v. Dixon, 1 Pa. R. 439, 1 Lead. Cas. Bq. 56, Am. n.] (d) Blake v. Blake, 1 Cox, 266. (e) See James v. Dean, 11 Ves. 396 ; Randall v. Russell, 3 Mer. 196. (/) Ex parte Phelp, 9 Mod. 357. (g) Holt v. Holt, 1 Ch. Ca. 190 ; Rawe v. Chichester, Ambl. 715, 720 ; Kempton T. Packman, 7 Ves. 176, cited. (7i) Ante, p. 261 ; Att.-Gen. v. Forster, 10 Ves. 328 ; Att.-Gen. v. Newcombe, 14 Ves. 8 ; Att.-Gen. v. Parker, 3 Atk. 577 ; Martin v. Martin, 12 Sim. 579. OF TRUSTEES OF ADVOWSONS. 661 &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 only, they *will not be allowed to take the right of presentation, as a r*44rn benefit undisposed of, for themselves (though it is one of no pecuniary value), but that right will result as fruit undisposed of to the heir at law.(&) In the late case of Martin v. Martin, (I) a testator devised an advow- son and all other his real estates, and also his personal estate, to trus- tees 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 in- come" 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 incum- bent of the living, of which the advowson was so devised, and it conse- quently 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 chil- dren 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 from the Vice-Chancellor of England, that, as the presenta- tion did not produce " any 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.(ZZ) In Edenborough v. Archbishop of Canterbury(m) there was a grant of an advowson by Queen Elizabeth to four persons their heirs and as- signs 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 feof- (t) Earl of Albemarle v. Rogers, 2 Ves. Jun. 477 ; S. C. 7 Bro. P. C. 522. (k) Kensey v. Langhaui, Forr. 143 ; Sherrard v. Lord Harborough, Arnbl. 165 ; Ear of Albemarle v. Rogers, 2 Ves. Jun. 482; Martin v. Martin, 12 Sim. 579. (Z) Martin v. Martin, 12 Sim. 579. (H) lb. (m) 2 Russ. 93. 662 OF TRUSTEES OF ADVOWSONS. fees 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 bene- ficially. 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 included, the court re- fused to restrain the other trustee from presenting his co-trustee, for he was clearly an object of the testator's intention, and there was no proof of any corrupt or simoniaeal motive, (n) Where there are several cestui que trusts of an advowson, who are jointly entitled to the right of nomination, and there has been no seve- rance of their joint ownership, by an arrangement provided for the alternate exercise *of the privilege of nominating, it was laid L J 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 parish- ioners 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 for an advowson is for the parishioners or inhabitants 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 recognized, 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 constructing them than by usage. (r)(l) (ra) Potter v. Chapman, Ambl. 98. (o) Seymour v. Bennett, 2 Atk. 483. (p) Fearon v. Webb, 14 Ves. 13, sec. 24 ; Att.-Gen. v. Rutter, 2 Russ. 101, n., see 103 ; Edenborough v. Archbishop of Canterbury, 2 Russ. 108. (g) Att.-Gen. v. Parker, 3 Atk. 57G, 1 ; Att.-Gen. v. Forster, 10 Ves. 335 ; Att.-Gen. v. Newcombe, 14 Ves. 1 ; Fearon v. Webb, 14 Ves. 13; Att.-Gen. v. Rutter, 2 Russ. 101, n.; Edenborough v. Archbishop of Canterbury, 2 Russ. 93. (r) Per Lord Hardwicke, 3 Atk. 577. (1) In the case of Attorney-General v. Forster, 10 Ves. 342, Lord Eldon appears 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 Lordship 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 tha trust. OF TRUSTEES OF ADVOWSONS. 663 But where this limited construction has not been put upon the trust by usage, it has been held, that a part of the parishioners cannot 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 nomina- tion, 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 parish- ioners have no right to vote who are ratable, 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(a) which has since passed, does not appear to have affected 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 ballot ;(a) for r*44oi 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 other- wise, 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.(c) The right of nomination to a benefice, when vested in the parishioners 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 purpose 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.(d) At law, an infant of the most tender years may present to a church on its avoidance, and it has been decided, that he will have the same (s) Faulkner v. Elger, 4 B. & Cr. 449 ; Edenborough v. Archbishop of Canterbury, 2 Euss. 104. (t) Att.-Gen. v. Parker, 3 Atk. 577. (u) Edenborough v. Archbishop of Canterbury, 2 Euss. 104. (x) Id. 110, 111. (y) 2 Euss. 111. (z) 10 Geo. IV, c. 7. {a) Edenborough v. Archbishop of Canterbury, 2 Euss. 93 ; Faulkner v. Elger, 4 B. & Cr. 449. (6) 2 Euss. 108, 9. (c) Ibid. (d) Att.-Gen. v. Newcombe, 14 Ves. 1, 6 ; Att.-Gen. v. Parker, 1 Ves. 43 ; see Fea- ron v. Webb, 14 Ves. 19 ; Att.-Gen. v. Cuming, 2 N. C. C. 139, 149. 664 OF TRUSTEES OF ADVOWSONS. right of nomination in equity. In Arthington v. Coverly,(e) an advow- son was conveyed to trustees, in trust (in a certain event which hap- pened), to present such person as the grantor, his heir, or assigns, 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 nominating 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 de- prive 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 autho- rized to execute all powers which the bankrupt could legally execute for his own benefit (except the right of nomination to any ecclesiastical bene- fice). As the void turn cannot be sold, it is not assets for the benefit of the creditors. (h) 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 of Oxford and r*44m * Cambridge. (1) 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 500Z. by presenting to a benefice without giving notice of the avoid- ance 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 Catholics, or by their trustees, or mortgagees, shall be null and void, unless it be for a valuable consideration to a Protestant purchaser. 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 (e) 2 Eq. Caa. Abr. 518. (/) 1 Co. Litt. 89, a. n. 1. (V) Wata. 106 ; 3 Cruis. Dig. 20. (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. OP TRUSTEES OP ADVOWSONS. 665 shall extend to enable any person otherwise than he was then by law enabled, to exercise any right of presentation to any ecclesiastical bene- fice 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 cestui qu6 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, (i) Where a feme sole, having an equitable estate in advowson, marries, 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 happens 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, (k) 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 question, 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, (m) Where an advowson is vested in several trustees, they must all join in signing the presentation on a vacancy, and the ordinary cannot be compelled to admit the clerk, where all the trustees have not con- curred.^) However, this rule does not apply where the trustees have been in- corporated 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^^^-i major part of the trustees shall have the right of appointment, L those who dissent from the choice of the majority will notwithstanding 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) (i) 3 Cruis. Dig. 22. {k) lb. 14. (I) Wats. 106. (m) Ante, Pt. II, Ch. Ill, p. 335, 6. (n) Att.-Gen. v. Scott, 1 Ves. 413, 4 ; Seymour v. Bennett, 2 Atk. 483 ; Co. Litt. 186, b ; Wilson v. Dennison, Ambl. 82. (o) Att.-Gen. v. Davy, 2 Atk. 212 ; Wilson v. Dennison, Ambl. 82. (p) Att.-Gen. v. Scott, 1 Ves. 413; Att.-Gen. v. Gunning, 2 N. C. C. 139; Wilson v. Dennison, Ambl. 82. 666 OF TRUSTEES OF ADVOWSONS. And if the dissenting trustee in such a case refuse to concur in the pre- sentation, he will not be allowed his costs of a suit occasioned by his refusal, (q) 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 in- strument.^) 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 without giving notice of their intention to the other eleven trustees, who supported a rival candi- date, the election was declared void for want of due notice. (s) Where the power of choosiDg a clergyman to fill the vacancy is vested in the trustees, that being a personal trust cannot be delegated by them to others, and they cannot therefore vote by proxy at the election ;(4) although where the choice has been regularly made, the power of signing the presentation, being a mere ministerial act, may be deputed by proxy to the others. (w) 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 prescribed period.(a;) So a declaration, that when the trustees are reduced to a certain num- ber 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,(s) or even by the heir of the last surviving trustee,(a) has been supported. But in such cases the court will take care that the number of trustees is properly filled up for the future ;(6) and where the appointment in question is set aside, it will direct new trustees to be appointed, before the fresh election is made.(e) An information may be filled by the Attorney-General to have the requisite number of trustees supplied^) (g) 5 N. C. C. 156, 7. (r) Att.-Gen. v. Scott, 1 Ves. 413, ante, Ch. I, Sect. 1. (s) Att.-Gen. v. Scott, 1 Ves. 413 ; and see Att.-Gen. v. Cuming, 2 N. C. C. 139. (0 Att.-Gen. v. Scott, 1 Ves. 413, 417 ; Wilson v. Dennison, Ambl. 82, 86. (m) Ibid. (x) Att.-Gen. v. Scott, 1 Ves. 413, 415; Landsdown case, Ibid, cited. (y) Att.-Gen. v. Scott, 1 Ves. 413 ; Att.-Gen. v. Cuming, 2 N. C. C. 139. (z) Att.-Gen. v. Floyer, 2 Vera. 748. (a) Att.-Gen. v. Bishop of Lichfield, 5 Ves. 825. (5) Id. 825, 831. (c) Att.-Gen. v. Scott, 1 Ves. 419. (d) Att.-Gen. v. Newcombe, 14 Ves. 1, 12. OF TRUSTEES OP STOCK OR SHARES. 667 Pending a suit respecting the right of nomination or presentation to a *benefice, the bishop will be restrained from taking advantage i-^Vrn of the lapse, and exercising the right of presentation 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 re- fusal 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 affecting public stock standing in their books ; and they will refuse to recognize any other than the legal title. (^(l) 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 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 assigns. (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 them- selves 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 considered, (i) (e) Edenborough v. Archbishop of Canterbury, 2 Russ. 92, 111 ; Att.-Gen. v. Cum- ing, 2 N. C. C. 139, 145. (/) Att.-Gen. v. Cuming, 2 N. C. C. 139, 156. (ff) Hartga v. Bank of England, 3 Ves. 55 ; Bank of England v. Moffat, 3 Bro. C. C. 260 ; Bank of England v. Parsons, 5 Ves. 665. (h) See Wright v. Lord Dorchester, 3 Buss. 49, n. (i) Ante, Pt. I, Div. Ill, Ch. II, Sect. 2, and Pt. Ill, Ch. IV. (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. 1 See note, ante, page 174. 668 OP TRUSTEES OP CHOSBS IN ACTION. The acts for the reduction of stock always provide, that any engage- ment respecting the original stock, shall be satisfied by the same amount of reduced stock. Therefore where a person has bound himself 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 aceept 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 of stock, or one of them on behalf ■- J of the others, are empowered to assent to the reduction of 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 annui- tants 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 in- vestments, the same rules of management prevail as those concerning stock in the British funds. Any extraordinary bonus 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) 1 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 conse- quence of this liability. (d) A trustee of stock will be allowed in his accounts the usual payment of one-sixteenth per cent, which is charged by a stock-broker for identi- fying 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 frequently declared of choses in action, such as bonds, covenants, policies of assurance, or simple contract debts, and other (k) Sheffield v. Earl of Coventry, 2 R. & M. 317 ; Mil ward v. Milward, 2 M. & K. 311. (I) Att.-Gen. v. Poulden, 8 Jurist, 611 ; [3 Hare, 555.] (c) Brander v. Brander, 4 Ves. 890 ; Paris v. Paris, 10 Ves. 185 ; Clayton v. Gre- sham, lb. 288 ; Witts v. Steere, 13 Ves. 363. (d) Preston v. Guyon, 10 Law Journ. N. S., Chanc. 72. (e) Jones v. Powell, 6 Beav. 488 ; vide post [Allowances], p. 570, &c. 1 See ante, note to page 386. OF TRUSTEES OF CHOSES IN ACTION. 669 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 tbose cases where the settlor binds himself 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 trustees take the legal in- terest, and at the proper time they will be bound to take such legal pro- ceedings, as may be requisite for enforcing payment or performance in their own names ;(1) in *the latter case the assignment gives v-^aah-x them only an equitable title, and all proceedings at law must be instituted by them in the name of the assignor. 1 Where a testator being entitled to choses in action bequeaths 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 appoint- ment as executors. (/) It is the duty of the trustees in all these cases to take every necessary step, by suit or action or otherwise, for realizing the chose 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 responsible to their cestui que trusts for the loss, although they acted without any improper motive. (g) And it is not sufficient for the trustee 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.(A) 3 (/) Caney v. Bond, 6 Beav. 486. (g) Caffrey v. Darby, 6 Ves. 488 ; Mucklow v. Fuller, Jae. 198 ; Powell v. Evans, 5 Ves. 839 ; Tebba v. Carpenter, 1 Mad. 290 ; Lewson v. Copeland, 2 Bro. C. C. 156 ; Caney v. Bond, 12 Law Journ. N. S. Chanc. 484 ; S. C. 6 Beav. 486 ; Rogers v. Vasey, V. C. K. Bruce, 27th Jan. 1845, MS. [Cross v. Petree, 10 B. Monr. 413.] (h) Lowson v. Copeland, 2 Bro. C. C. 156. [See Wolfe v. Washburn, 6 Cowen, 261, that dissent of cestui que trust immaterial at law.] (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. 1 See notes to Row v. 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 can- not sue at law in their own names, on a note payable to, or a judgment recovered by, the original trustee. Ingersoll v. Cooper, 5 Blackf. 426 ; Davant v. Guerard, 1 Spear's Law R. 242. 2 In Waring v. Darnall, 10 G. & J. 127, it was held that there was no peremptory obligation upon a trustee (especially if acting with the knowledge and approbation of I 670 OF TRUSTEES OF CHOSBS IN ACTION. However, where covenants or bonds are entered into by a settlor with trustees, it seems that the ability of the settlor to discharge these en- gagements, will be the measure of the responsibility of the trustees, if the sum be lost by their neglect to put in force the security. Thus in a recent case A. on his marriage with B. covenanted with a trustee to pay 10,000Z. on Martinmas-day, 1824, upon trust for A. for life, with remain- der to B. for life, and then for the children of the marriage. A. died without having paid any part of the 10,000Z., and a suit was instituted by B. against the trustee to compel him personally to pay the 10,000?. The cause was heard by Lord Cottenham, who made a decree referring it to the Master to inquire, whether A. had been of ability to pay 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 4200?. 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, the defendant, the trustee, was ordered to pay the sum of 4200?. into court. («') 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 trust for neglecting to enforce the payment in such a case.(A) And it seems, that the duty of realizing such securities will be pecu- liarly imperative, where the debt which is the subject of the trust, is payable in instalments, in which case the trustees will not be justified in showing much indulgence to the debtor on the non-payment of any in- stalment.^) 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. (m) (i) Maitland v.Bateman, Nov. 1840, V. C. K.Bruce, Feb. 1844, S. C. 13 LawJourn. N. S. 272; 8 Jurist, 926. (k) Mucklow v. Puller, Jac. 198. [See ante, Part III, Div. 1, Ch. 1. Sect. 2.] (Z) Caffrey v. Darby, 6 Ves. 495. (m) Buxton v. Buxton, 1 M. & Cr. 80. 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 rea- sonable expectation, any portion of the debt were lost, in the exercise of a fair discre- tion, equity would not compel him to make good the loss. So in Hester v. Wilkinson, 6 Humph. 215, where a trustee residing 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. An executor who has effected an additional insurance on a debtor's life, the pre- miums being paid out of the estate, is not justified in letting the second policy drop, though on the ground of the insufficiency of the assets, without the consent of the cestui que trust or the sanction of the court. Garner v. Moore, 24 L. J. Ch. 687 ; 3 Drewr. 211- OF TRUSTEES OF CHOSES IN ACTION. 671 *A trustee who brings an action at law for the recovery of a rHc4 ^ ft -. chose in action, or whose name is used for that purpose, is entitled L * to be indemnified by his cestui que trust against the costs ; and a court of equity, on the application of the trustee, will restrain the cestui que trust from proceeding in the action, until he has given the required security for the costs.(w) 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'assigned by the settlement to the trustees, it has 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) 1 It is therefore unquestionably the duty of trustees of 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.(q) But a notice so limited will continue in operation only as long (n) Annesley v. Simeon, 4 Mad. 390. [Roden v. Murphy, 10 Alab. 804 ; Ins. Co. v. Smith, 11 Penn. St. R. 120.] (o) Wright v. Lord Dorchester, 3 Russ. 49, n. ; Deare v. Hall, 3 Russ. 1 ; Loveridge v. Cooper, Id. 30 ; Forster v. Blackstone, 1 M. & K. 297 ; Timson v. Ramsbottom, 2 Keen, 35. [See Etty v. Bridges, 2 Y. & Coll. 486.J ' - (j>) See Jacob v. Lucas, 1 Beav. 436. (g) Smith v. Smith, 2 Cr. & Mee. 31 ; Meux v. Bell, 1 Hare, 73 ; Re Styan, Phill. 155 ; Duncan v. Chamberlayne, 11 Sim. 123. [See 4 Hare, 446 ; 9 Beav. 323.] 1 Meux v. Bell, 1 Hare, 73 ; Voyle v. Hughes, 2 Sm. & Giff. 18 ; Stocks v. Dobson, 17 Jurist, 539. But the opposite appears to be held in Beavan v. Lord Oxford, 20 Jurist, 121, Full Court of Appeal; Clack v. Holland, 24 L. J. 19 ; see Kekewitch v. Man- ning, 1 De G. M. & G. 176. The rule on this point iu most of the United States is, that the assignee's title is good against attaching creditors, or subsequent assignees, without such notice: Sharpless v. Welsh, 4 Dall. 279; Corser v. Craig, 1 Wash. C. C. 424; U. S- v. Vaughan, 3 Binn. 394 ; Muir v. Schenck, 3 Hill (N. Y.), 228 ; Littlefield v. Smith, 17 Maine, 327 ; Warren v. Copelin, 4 Metcalf, 594; Talbot v. Cook, 7 Monroe, 438 ; Maybin v. Kirby, 4 Rich. Eq. 105; contra, Vanbuskirk v. Ins. Co., 14 Conn. 145 ; Ward T.Mor- rison, 25 Verm. 593; see Am. Note to Row v. Dawson, 2 Lead. Cas. Eq. pt. ii, 236 (1st Ed.) But 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 postponed 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. Dobson, 17 Jurist, 539. So in Judson v. Corcoran, 17 How. U. S. 614, it was held that where a second assignee of a claim against the United States, obtained a decision of the com- missioners in his favor, he was, on having obtained the legal title, to be preferred to the first assignee. 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. 672 OF TRUSTEES OF CHOSES IN ACTION. as the party to -whom it was given is living, and liable to contribute to the payment, and the other obligors and insurers will not afterwards be affected by the notice.(r) A trustee, therefore, ought not to dispense with a formal notice of the settlement of a 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 ne- glect, 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.(s) However, where from the neglect of the trustees to obtain possession of the policy of assurance, which had been assigned to them upon trust, or to give notice of the assignment at the office, the settlor had subse- quently 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. (t) 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 of a court of equity. Hence, where the assignment is made without any consideration, the court will not usually give any assistance to the par- ties 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. (u) 1 *However, there may be an exception to this L -■ general rule, where the chose in action is assignable by agree- ment 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 re- cognize the title of the assignee, {xf 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, as regards the rights and remedies between the cestui que trust and his trustee, the (r) Timson v. Ramsbottom, 2 Keen, 35 ; Meux v. Bell, 1 Hare, 88, 89. (s) Evans v. Bieknell, 6 Ves. 174; Knye v. Moore, 1 S. & St. 65 ; Meux v. Bell, 1 Hare, 82, 98 ; Booth v. Lightfoot, L. C. 17th Jan.,' 1844. (t) Fortescue v. Barnett, 3 M. & K. 36. (u) Antrobus v. Smith, 12 Ves. 39; Edwards v. Jones, 1 M. & Cr. 226; Meek v. Kettlewell, 1 Hare, 474 ; but see Sloane v. Cadogan, 2 Sugd. V. & P. Appendix, 26, 9th ed. ; Collinson v. Patrick, 2 Keen, 123; vide supra, Pt. I, Div. I, Ch. II, Sect. 5. (x) Fortescue v. Barnett, 3 M. & K. 36 ; Edwards v. Jones, 1 M. & Cr. 239 ; sed vide Ward v. Audland, stated supra, p. 89, n. (1). (y) Bycroft v. Christy, 3 Beav. 238 ; see Hinde v. Blake, Id. 234 ; M'Fadden v. Jenkin, 1 Hare, 458 ; S. C, Phill. 153. 1 Kennedy v. Ware, 1 Barr, 445 ; and see the notes, ante, page 83, 84, 2 See note, ante, page 88. j OF TRUSTEES OF CHOSES IN ACTION. 673 fact of the creation of the trust being voluntary will be wholly imma- terial, 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 mentioned 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,(5) 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 good discharge to the debtor.(d) But where the whole legal interest is vested in the trus- tee, 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 recognizance, releases it without consideration, he will be decreed in equity to replace the prin- cipal with interest.^) 1 But it has been held, that a trustee will be justi- fied 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. (h) XV. — OF TRUSTEES FOR CHARITABLE OR PUBLIC PURPOSES. The rules of construction applicable to trusts for charitable purposes, differ materially in many respects from those respecting ordinary trusts, and there are also important distinctions as to the nature and extent of (2) Lechmere v. Earl of Carlisle, 3 P. Wma. 222 ; supra, Pt. I, Div. I, Ch. II, Sect. 5. (a) Courtnay v. Ferrers, 1 Sim. 137 ; Parker v. Both, 9 Sim. 388. (6) Ex parte Rigby, 19 Ves. 463; 2 Rose, 224; Burridge v. Row, 1 N. C. C. 183, 583 ; 8 Jurist, 299. (c) Ex parte Smith, 1 Deac. 385 ; 2 M. & A. 536 ; Ex parte Phillips, 2 Deac. 334. {d) Ex parte Dubois, 1 Cox, 310; Beardmore v. Cuttenden, Cooke, 211 ; Ex parte Herbert, 2 Gl. & G. 161 ; Ex parte Green, 2 Deac. & Ch. 116. (e) Ex parte Dubois, 1 Cox, 312. (/) Green, 149. (g) Jevon v. Bush, 1 Vern. 342. (h) Blue v. Marshall, 3 P. Wins. 381. [See Walker v. Brungard, 13 S. & M. 725, 667 ; Allen v. Randolph, 4 J. C. R. 693.] 1 See ante, 274, note (1). 43 674 OF TRUSTEES FOR *the jurisdiction of the Court of Chancery in enforcing or con- L -1 trolling the execution of these trusts. 1 It has been stated in a previous chapter,(i) that where the object of a testator is charity, a far less accurate and definite declaration of trust will suffice, than is requisite in other cases. Lord Eldon observed 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 (i) Ante, p. 131. (k) Mills v. Farmer, 1 Mer. 55, 94. ' In some of the United States, where the Statute of 43 Elizabeth is not in force, it has been held that the power to enforce charities was in the Court of Chancery at com- mon law, independently of that statute ; and that charities within its definition would be enforced, though the beneficiaries were too vaguely designated to claim for them- selves that assistance. It is sufficient if a discretion in the application of the funds is vested anywhere. Vidal v. Girard, 2 How. S. C. 127 ; Hadley v. Hopkins Academy, 14 Pick. 240 ; Going v. Emery, 16 Pick. 107 ; Brown v. Kelsey, 2 Cush. 243 ; Burr v. Smith, 7 Verm. 241 ; Wright v. Trustees, 1 Hoff. Ch. 202 ; King v. Woodhull, 3 Edw. Ch. 79 ; Kniskern v. Lutheran Church, 1 Sandf. Ch. 439 ; Banks v. Phelan, 4 Barb. S. C. 80 ; Shotwell v. Mott, 2 Sandf. Ch. 46 ; Newcomb v. St. Peter's Church, Id. 636 ; Williams v. Williams, 4 Selden, 525 (overruling Ayers v. Trustees, 9 Barb. S. C. 324; Andrew v. N. Y. Bible Soc. 4 Sandf. S. C. 156) ; Witman v. Lex, 17 S. & B. 88; Zane's Will, Brightly, 350 ; Pickering v. Shotwell, 10 Barr, 23 ; Griffitts v. Cope, 17 Penn. St. 96 ; McCord v. Ochiltree, 8 Blackf. 15 ; State v. McGowen, 2 Ired. Ch. 9 ; Griffin v. Graham, 1 Hawks, 96 ; Atty.-Gen. v. Jolly, 1 Rich. Eq. 99 ; Beall v. Pox, 4 Geo. 404; Wade v. American Col. Soc. 7 S. & M. 663 ; Dickson v. Montgomery, 1 Swan (Tenn.), 348 ; Carter v. Balfour, 19 Alab. 814 ; Urmey's Ex'rs v. Wooden, 1 Ohio, St. N. S. 160 ; White v. Fisk, 22 Conn. 31. In other States, the statute-has been said to be still in force. Griffin v. Graham, 1 Hawks, 96 (though see State v. McGowen, 2 Ired. Eq. 9) ; Att.-Gen. v. Wallace, 7 B. Monr. 611 . In Virginia and Maryland, however, it has been decided that neither the statute nor the principles which it embodies, are in force. Baptist Ass. v. Hart, 4 Wheat. 1 ; Wheeler v. Smith, 9 How. U. S. 55 ; Gallego v. Att.- Gen. 3 Leigh, 451 ; Dashiell v. Att.-Gen. 5 Harr. & J. 392; 6 Id. 1 ; Wilderman v. Mayor^&c. of Baltimore, 8 Maryl. R. 551. In Fontain v.Ravenel, 17 How. U. S. 369, 'it was held by a majority of the court, that the courts of the United States had no power, from their constitution as courts of equity, to administer the law of charitable uses, whether existing under or before the Statute of Elizabeth, or under the prerogative or general powers of the English Chancery, except so far as the same had been actually adopted by the lex loci rei sitce. Chief Justice Taney dissented from the reasoning of the court, on the ground that the whole doctrine of charitable as distinguished from ordinary trusts, was prerogative, and therefore incapable of enforcement through a Federal court. Judge Daniel, on the other hand, dissented, on the ground that the j urisdiction over charities, as it existed before the 43 Elizabeth, under the general powers of Chancery, was inherent in the Federal courts, and to be enforced by them in a proper case. In the particular case, which was that of a gift in remainder to executors, to be distributed in charity in a particular manner, and the executors died during the life estate ; it was unanimously agreed, that under the law of Pennsylvania and South Carolina, where the property to be affected was situated, the discretion of the executors could not be exercised by the court, and that as a direct gift to charity it was too vague to be enforced. With regard to dedications of land to public or pious purposes, which seem to be sus- tained even in those States where the doctrine of charitable uses has not been adopted, see Beatty v. Kurtz, 2 Peters, 566 ; Cincinnati v. White, 6 Id. 431 ; Hadden v. Chorn, 8 B. Monr. 78 ; Price v. Methodist Church, 4 Hammond, 542 ; 3 Kent's Comm- 433, 450. CHARITABLE OR PUBLIC PURPOSES. 675 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 executor, 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 effect to a bequest in favor of charity, the court will in both instances supply the place of an executor, and carry into effect that, which in the case of individuals must have failed altogether. A third principle, 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 effect, 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 denied that such a be- quest to charity would indicate that general charitable intention, which, according to the rules' of law, is sufficient to give it effect ; and that the court in such a case would assume the office of the executor."(£) 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 tes- tator has manifested a general intention to give to charity, the failure of the particular mode in which the charity is to be effectuated, shall not destroy the charity : but if the substantial intention is charity, the law will substitute another mode of devoting the property to charitable pur- poses, though the formal intention as to the mode cannot be accom- plished, "(m) In accordance with these principles, it has frequently been decided that where a testator has sufficiently expressed his intention to dispose of his estate in trust for charitable purposes generally, the general pur- pose will be enforced by the court to the exclusion of any claim of the next of kin to take under a resulting trust ; although the particular pur- pose or mode of application is not declared at all by the testator.(nj 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 *cannotbe discovered ;(o) and although the selection of r*4c-in the objects of the charity ^and the mode of application are left (I) Mills v. Farmer, 1 Mer. 94, 96. (m) Moggridge v. Thackwell, 7 Ves. 69 ; ante, p. 130. (n) Att.-Gen. v. Mathews, 2 Lev. 167 ; Clifford v. Francis, 2 Freem. 330; Baylis v. Att.-Gen. 2 Atk. 339; Att.-Gen. v.Herrick, Ambl. 212 ; Price v. Archbishop of Canter- bury, 14 Ves. 371, 2 ; vide supra, p. 128. (o) Case, 2 Freem. 261 ; 7 Ves. 73, and 1 Mer. 59 ; Att.-Gen. v. Syderfen, 1 Vera. 676 OF TRUSTEES FOR to the discretion of the trustees. And it is immaterial that the trustees refuse the gift, or die, or that their appointment is revoked in the life- time of the testator, causing a lapse of the bequest at law.(p) 1 •The same construction will also be adopted, where a 'particular chari- table purpose is declared by the testator, which does not exhaust the whole value of the estate ;{q) or where the particular trust cannot be carried into effect, either for its uncertainty,^) 2 or its illegality,(s) or for want of proper objects. (i) And in all these cases the general intention of the testator in favor of charity will" be effectuated by the court, through a cy pres application of the fund. 3 224 ; 7 Ves. 43, n. ; Cook v. Dunkenfield, 2 Atk. 562, 567 ; Mills v. Farmer, 1 Mer. 55 ; Commissioners of Char. Donations v. Sullivan, 1 Dr. & W. 501 ; vide supra, p. 128. (p) Att.-Gen. v. Hickman, 2 Eq. Ca. Abr. 193 ; D'Oyley v. Att.-Gen. 2 Eq. Ca. Abr. 194; 7 Ves. 58, n.; White v. White, 1 Bro. C. C. 12 ; Moggridge t. Thackwell, 1 Ves. Jun. 464 ; 7 Ves. 36 ; Mills v. Parmer, 1 Mer. 55 ; Att.-Gen. v. Glegg, 1 Atk. 356 ; Att.-Gen. v. Andrew, 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. v. 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. Minshull, 4 Ves. 11 ; Att.-Gen. v. Mayor of Bristol, 2 J. & W. 308 ; Att.-Gen. v. Caius Coll., 2 Keen, 150 ; Att.-Gen. v. Catherine Hall, Jac. 381 ; Att.-Gen. v. Drapers' Company, 4 Beav. 67 ; Att.-Gen. v. Wansey, 15 Ves. 230 ; Att.-Gen. v. Dixie, 2 M. & K. 342 ; Att.-Gen. v. Merchant Venturers' Society, 5 Beav. 338. (r) Att.-Gen. v. Mathews, 2 Lev. 167 ; S. C. Finch, 245, and 7 Ves. 69, 70, stated; 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. !» 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 Queeii Anne's Bounty, Ambl. 637 ; Att.-Gen. v. Guise, 2 Vern. 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. 824; Martin v. Margham, 14 Sim. 230.] (t) Att.-Gen. v. City of London, 3 Bro. C. C. 171 ; Att.-Gen. v. Boultbee, 2 Ves. Jun. 380; Hayter v. Trego, 5 Bnss. 113; Att.-Gen. v. Ironmongers' Company, 2 M. & K. 576 ; S. C. 2 Beav. 373 ; Cr. & Ph. 208 ; Att.-Gen. v. Bishop of Landaff, 2 M. & t. 586, stated ; Att.-Gen. v. Gibson, 2 Beav. 317, n. ; Att.-Gen. v. Oglander, 3 Bro. C. C. 160; Martin v. Margham, [14 Sim. 230; see Att.-Gen. v. Lawes, 8 Hare, 32;] vide supra, p. 128, etseq. 1 See Att.-Gen. v. Wallace, 7 B. Monr. 611 ; Pickering v. Shotwell, 10 Barr, 27. 2 But where the amount of a fund to be appropriated to answer charity bequests is not specified, the whole will be void for uncertainty. Flint v. Warren, 15 Sim. 626. 3 The cypres doctrine is not generally adopted in the United States. See ante, note to page 128. It was, however, recognized in Baker v. Smith, 13 Metcalf, 41 ; Burr's Ex'r v. Smith, 7 Verm. 287 {semble) ; Urmey's Exr's. v. Wooden, 1 Ohio, N. S. 160; Griffin v. Graham, 1 Hawks, 96, but contra, McAuley 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 exercise their discretion, the Court, at the instance or the Attorney-General, might appoint new trustees, and direct a scheme ; the statute 01 Elizabeth being held to be in force in Kentucky. By a recent Act of Assembly, the cy pres doctrines of the English Chancery have been, in substance, incorporated into CHARITABLE OR PUBLIC PURPOSES. 67T However, this construction will not prevail, unless the testator has shown an intention to give to charity generally ; and if the establishment 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 dispositions of property by will.(tt) 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 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 ana- logy comes within its spirit and intendment.^) .It may be premised, however, that a gift for "charity" or " charita- ble purposes," generally, without adding more;(g) 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 purposes" 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 (m) Vide supra, Pt. I, Div. II, Ch. I, Sect. 3, page 120. (a) Att.-Gen. v. Bishop of Oxford, 1 Bro. C. C. 444, n. ; S. C. 4 Ves. 431 ; Att.-Gen. V. Goulding, 2 Bro. C. C. 42? ; Grieves v. Case, 4 Bro. C. C. 67 ; 1 Ves. Jan. 548 ; Att.-Gen. v. Whitchurch, 3 Ves. 141 ; Corbyn v. French, 4 Ves. 418 ; Att.-Gen. v. Davies, 9 Ves. 535 ; Att.-Gen. v. Hinxman, 2 J. & W. 270 ; De Themines v. De Bonne- val, 5 Russ. 288 ; West v. Shuttleworth, 2 M. & K. 684, 698 ; Att.-Gen. v. Grocers' Company, 12 Law Journ. N. S., Chanc. 196; [6 Beav. 526.] (y) 2 Rop. Legs. Ill, et seq, ; 2 Story Eq. Jur. \ 1155 ; Morice v. Bishop of Dur- ham, 9 Ves. 405. [See 1 Spence, Eq. 587.] (2) Clifford v. Francis, 2 Freem. 330; Att.-Gen. v. Syderfen, 1 Vern. 224; 7 Ves. 43, n. ; Att.-Gen. v. Herrick, Ambl. 713 ; Moggridge v. Thackwell, 7 Ves. 36 ; Mills v. Farmer, 1 Mer. 55 ; Legge v. Asgill, T. & R. 265, n. (a) Nash v. Morley, 5 Beav. 177. (6) Kendall v. Granger, 5 Beav. 300, 303. (c) Baker v. Sutton, 1 Keen, 224. (d) Carus v. Townsend. 13 Law Journ. N. S., Chanc. 169. the law of Pennsylvania ; the effect of which enactment is to prevent any resulting trust to the heir at law or next of kin, upon any disposition of property thereafter made, for any religious, charitable, literary, or scientific use, on any ground whatever. Act 26 April, 1855, I 10, Bright. Purd. Supp. 1118. 678 OF TRUSTEES FOR learning, free schools and scholars of universities ; for repairs of bridges, ports, havens, causeways, churches, sea-banks, and highways ; for edu- cation 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, handicraftsmen, and persons decayed ; for relief or redemption of prisoners or captives ; and for aid or ease of any poor inhabitants corilerning payments of fifteenths, setting out of soldiers, and other taxes.(e) 1 Besides the above, purposes of a similar nature have been determined to be charitable uses. Thus, gifts for diffusing the Protestant tenets of the ■ Christian religion, and promoting public worship 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 ;() to the clerk of *a parish to keep the chimes of a church in good repair to L -* play certain psalms ;(q) for the support of a burial ground,(»-) have all been held to be charitable purposes. So also, gifts for the pro- moting 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 ;(s) a sum of money to be applied in forming works for supplying the inhabitants (e) 2 Rop. Legs. Ill; 2 Story, Eq. Jur. \ 1159. (/) Att.-Gen. v. Coll. of William and Mary, 1 Ves. Jim. 245. (g) Widmore v. Woodroffe, Ambl. 636. (h) Att.-Gen. v. Ruper, 2 P. "Wms. 125 ; Att.-Gen. v. Bishop of Oxford, 1 Bro. C. C. 444. n. (i) Adnam v. Cole, 6 Beav. 353. (7c) Corbyn v. French, 4 Ves. 418, 427. (I) Att.-Gen. v. Bishop of Chester, 1 Bro. C. C. 444. (m) Grieves v. Case, 4 Bro. C. C. 67 ; S. C. 1 Ves. Jun. 548 ; Att.-Gen. v. Pearson, 3 Mer. 353, 409. (n) Waller v. Childs, Ambl. 524 ; Att.-Gen. v. Hinckman, 2 Eq. Abr. 193 ; West v. Shuttleworth, 2 M. & K. 696. (o) Sorresby v. Hollins, Highmore, 174 ; Turner v. Ogden, 1 Cox, 316. (p) Ibid. (q) Ibid. (r) Doe v. Pitcher, 6 Taunt. 363. (s) Howse v. Chapman, 34 Ves. 542 ; Att.-Gen. v. Brown, 1 Swanst. 265; Att.-Gen. v. Heelis, 2 S. & St. 67 ; Att.-Gen. v. Corporation of Dublin, 1 Bligh. N. S. 337 ; Att.- Gen. v. Mayor of Carlisle, 2 Sim. 437; Att.-Gen. v. Corporation of Shrewsbury 6 Beav. 220. [See ante, 133 note.] 1 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. 679* of a town with spring water ;(t) or for the support of a public botanical garden,(w) 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 mas- ter ;{y) and bequests to the poor inhabitants ;(g) or to the widows and children of seamen belonging to a town ;(a) or to the widow and or- phans ;{b) or to the poor inhabitants of a parish ;(c) or for the support of hospitals ;(d) or to establish a lifeboat ;(e) or for the benefit of the British Museum. (/)' In a modern case, where the question of what would constitute a cha- ritable 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 Elizabeth, if it come within the equity of that statute. Thus a gift to 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 London, for the purpose of rebuilding St. Paul's church after the Fire of London — have all been held to be chari- table uses within the equity of the Statute of Elizabeth."^) So a trust to assist a literary person in his pursuits is also a good charitable trust ; as is a trust to found an essay on a subject of science. (A) 2 So where there is a trust for the benefit of poor "householders" or (t) Jones v. Williams, Ambl. 656. [See Att.-Gen. v. Plymouth, 9 Beav. 67.] (w) Townley v. Bedwell, 6 Ves. 194. (a;) Att.-Gen. v. Williams, 4 Bro. C. C. 525. [See ante, 133, note.] (y) Att.-Gen. v. Bowles, 2 Ves. 547 ; Johnston v. Swaun, 3 Mad. 457. (z) Att.-Gen. v. Corporation of Exeter, 3 Russ. 395 ; Att.-Gen. v. Wilkinson, 1 Beav. 370 ; Bristow v. Bristow, 5 Beav. 289. (a) Powell v. Att.-Gen. 3 Mer. 48. [See McColl v. Atherton, 12 Jur. 1042.] (6) Att. Gen. v. Comber, 2 S. & St. 93. (c) Att.-Gen. v. Clarke, Ambl. 422 ; Att-Gen. v. Bulles, Jac. 407 ; Att.-Gen. v. Ward, 3 Ves. Jun. 228: Att.-Gen. v. Pearce, 2 Atk. 38; Att.-Gen. v. Freeman, 1 Dan. 117. (d) Masters v. Masters, 1 P. Wms. 420. (e) Johnston v. Swann, 3 Mad. 457. (/) Trustees of British Museum v. White, 2 S. & St. 594. (g) Att.-Gen. v. Helis, 2 S. & St. 67, 76. (A) Thompson v. Thompson, 1 Coll. N. C. C. 395. [Pickering v. Shotwell, 10 Barr, 27 ; but see Briggs v. Hartley, 14 Jur. 683 j 19 L. J. Ch. 416.] 1 See ante, 133, and note ; and, in addition to the cases there cited, University of London v. Yarrow, 26 L. J. Ch. 70, where a gift to found, establish, and uphold an " Animal Sanatory Institution," for studying, investigating, and curing the maladies, distempers, and injuries of any quadrupeds or birds useful to man, and for providing a superintendent who was annually to give five lectures on the business of the Institu- tion, was held to be a good charitable bequest. 2 In Lowell's Appeal, 22 Pick. 215, a bequest " for the promotion of the moral, intel- lectual, and physical instruction and education of the inhabitants" of the city of Boston, was held good as a charity. -680 OF TRUSTEES FOR 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 such.(i) 1 But there has been already occasion to observe that a trust for "pri- r*4.^41 vate " *charities cannot be enforced by the court as a charitable purpose ;(k) and also that a direction to apply a fund discretion- arily in favor of objects of " benevolence Ind liberality," does not come within the technical meaning of the term " charitable, "(t) 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.(wi) So it has been held, that a gift for " schools of art" is not a charitable purpose. (w) 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 relief of domestic distress, assisting indigent but deserving individuals, or encour- aging undertakings of general utility in such mode and proportions as their own discretion may suggest, was not such a charitable 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 under- takings of "general utility," rendered the trust too in definite, (o) And it is settled, that a trust to present to a church on the nomina? tion 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-Greneral.(p) Moreover, in determining whether or not there is a proper charitable purpose, the source from whence the fund is derived, as well as the ob- ject to which it is to be applied, must be attended to. The fund must (i) Att.-Gen. v. Pearce, 2 Atk. 88 ; White v. White, 7 Ves. 423 ; see Nash v. Morley, 5 Beav. 177. [See Bull v. Bull, 8 Conn. 47 ; stated ante, note to p. 68.] (Jc) Ommaney v. Butcher, T. & R. 270; Ellis v. Selby, 1 M. & Cr. 293; Nash v. Morley, 5 Beav. 177 ; ante, Pt. I, Div. II, Ch. I, Sect. 3. (I) Morice v. Bishop of Durham, 9 Ves. 399 ; S. C. 10 "Ves. 522, and see James v. Allen, 3 Mer. 17. [But see Witman v. Lex, 17 S. & R. 93.] (m) 9 Ves. 405 ; see ante, Pt. I, Div. I, Ch. II, Sect. 4, PI. Ill ; and Pt. I, Div. II, Ch. I, Sect. 3. (n) Duke, Char. Us. 128. (o) Kendall v. Granger, 5 Beav. 300. (p) Att.-Gen. v. Parker 1 Ves. 43 ; Att.-Gen. v. Newcombe, 14 Ves. 1, 6 ; see Fearon v. Webb, 14 Ves. 19 ; Att.-Gen. v. Cuming, 2 N. C.'C. 139, 149. 1 A bequest to a lodge of freemasons " for the good of the craft, or for the relief 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, 3 Barb. Ch. 290. But as to Odd Fellows' lodges, see, contra, Babb v. Reed, 5 Rawle, 151. CHARITABLE OR PUBLIC PURPOSES. 681 proceed from the gift or bounty 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.(g') 1 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 ;{rf although it will not interfere to direct the application of the trust fund, where there is a competent jurisdiction in the foreign country for that purpose. («) But it is to be observed, that a trust for a foreign charitable purpose cannot be sup- ported here, if it contravene the policy of the English law, although it may not *be illegal according to the laws of the state where the r!l! A »,.-, 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 supported, if they are of an illegal character. And their illegality may arise either from their being in contravention of the common law, or of some statu- tory provision. 3 Thus, gifts to superstitious purposes are illegal and void (q) Att.-Gen. v. Heelis, 2 S. & St. 77. [See Thomas v. Ellmaker, 1 Pars. Eq. 107,] (r) Oliphant v. Hendrie, 1 Bro. C. C. 571 ; Campbell v. Radnor, lb. 171 ; Att.-Gen. v. Bishop of Chester, lb. 444 ; Att.-Gen. v. City of London, 3 Bro. C. C. 171 ; S. C, 1 Ves. Jun. 243 ; Att.-Gen. v. Lepine, 19 Ves. 309 ; S. C, 2 Sw. 181 ; Gospel Propa- gation Society v. Att.-Gen., 3 Russ. 142; Curtis v. Hutton, 14 Ves. 537 ; Mackintosh v. Townsend, 16 Ves. 330 ; Emery v. Hill, 1 Russ. Ill ; Thompson v. Thompson, 8 Jurist, 639. [Burbank v. Whitney, 24 Pick. 153.] (s) Provost of Edinburgh v. Aubery, Ambl. 236 ; Emery v. Hill, 1 Russ. Ill ; Coll- yer v. Burnett, Taml. 79. (i) De Garcia v. Lawson, 4 Ves. 434, n. ; Smart v. Prujean, 6 Ves. 560. 1 Associations of individuals for general charitable or public purposes, are charities, and within the control of the court as such. Thomas v. Ellmaker, 1 Pars. Eq. 108 ; Wright v. Linn, 9 Barr, 433 ; Penfield v. Skinner, 11 Verm. 296. But it is otherwise with regard to associations for mutual benevolence, as the Odd Fellows' societies. Babb v. Reed, 5 Rawle, 151. 2 See Forbes v. Forbes, 18 Beav. 552 ; Att.-Gen. v. Sturge, 23 L. J. Ch. 495. The court will not however in such case direct a scheme. Att.-Gen. v. Sturge, ut supr. A corporation of a sister State may take land by gift or devise for a-- charitable use in Pennsylvania, and it is not necessary that the purposes or objects of such a trust, should be confined to the territorial limits of the State. Thompson v. Swoope, 24 Penn. St. 474. 3 A charity, otherwise valid, will not be affected by the fact, that it tends to a per- petuity, 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 682 OF TRUSTEES FOB 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.(w) 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 ;(y) and it has been de- cided, that the act is retrospective in its operation. (2) 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 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.(J) 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 with a trust for charity generally, the failure will create a resulting trust for the heir or next of kin of the donor.(e) 1 If, however, the gift create a general trust for charity, the illegality of the particular purpose, as being superstitious, will not affect the vali- (w) Duke, Char. Us. 466 ; 2 Rop. Legs. 113 ; 2 Jarm. Pow. Dev. 13. (x) Att.-Gen. v. Todd, 1 Keen, 803 ; Cary v. Abbott, 7 Ves. 490 ; Att.-Gen. v. Power, 1 Ball & B. 145 ; De Themines v. Bonneval, 5 Russ. 288 ; De Garcia v. Lawson, 4 Ves. 434, n. ; Smart v. Prujean, 6 Ves. 560. (y) West v. Shuttleworth, 2 M. & K. 684. (z) Bradshaw v. Tasker, 2 M. & K. 221. (a) Da Costa v. De Paz, 2 Sw. 487, n. ; sed vide Strauss v. Goldsmid, 8 Sim. 514. (6) Att.-Gen. v. Fishmongers' Company, 2 Beav. 151. (c) West v. Shuttleworth, 2 M. & K. 684; De Themines v. De Bonneval, 5 Euss. 288 ; vide supra, p. 134. to be created was directed to be ultimately applied to the foundation and support of a charity. In Christ's Hospital v. Grainger, 1 Mac. &G. 460, 14 Jur. 339, however, it was held, that a contingent limitation over from one charity to another, was not within the rule against perpetuities, and therefore good. In the particular case, there was a be- quest, 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 ntterly void, and the property be transferred to the corpora- tion of London, in trust for Christ's Hospital. After the lapse of over two hundred 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 Pennsylvania, as entirely satisfactory ; and the distinction on which it is based is, certainly, not very broad. In New York, it has been recently held, that where a legacy is given to a religious corporation for a purpose authorized by law, but with a direction that it shall accumu- late until it reaches a certain sum before the income shall be expended, the direction to accumulate only is void, and the legacy is not defeated. Williams v. Williams, 4 Selden, 525. 1 There are no uses which can be denominated superstitious in the United States. Methodist Church v. Remington, 1 Watts, 218 ; Gass v. Wilhite, 2 Dana, 170. CHARITABLE OR PUBLIC PURPOSES. 683 dity of the general trust, and the duty of appropriating the amount to other charitable purposes will devolve upon the crown. (d) A conveyance or devise of real estate in trust for a charitable or public institution, being a corporation, is inoperative by the Statutes of Mort- main, unless it be sanctioned by a license from the crown. (e) 1 However, the corporation of Queen Anne's bounty is an exception to this general rule, for by the stat. 43 Geo. Ill, c. 107, that institution is exempted from the operation of the Mortmain Acts. Previously to the stat. 9 Geo. II, c. 36, there existed no legal restric- tion to the power of vesting real estate in trustees for such charitable 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 interest therein, r*4cc-i in trust or for the benefit of any charitable uses whatsoever, are made void ; as are voluntary conveyances inter vivos for the same pur- poses, unless made by deed, indented and sealed and delivered in the presence of two or more witnesses, twelve calendar 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 universi- ties and their colleges, (/) and the colleges of Eton, Winchester, and Westminster, are expressly exempted from the operations of that act. 2 (d) Da Costa v. De Paz, Ambl. 228 ; S. C, 2 Sw. 487, n. ; Cary v. Abbott, 7 Ves. 490 ; West v. Shuttleworth, 2 M. & K. 697, 8; De Themines v. De Bonneval, 5 Russ. 297 ; ante, p. 48. (e) Co. Litt. 99, a. ; 1 Sand. Us. 339, n. (/) See 45 Geo. Ill, c. 101. 1 As to the Statutes of Mortmain in the United States, see ante, 48, note. In Penn- sylvania, by the 11th section Of the Act of 26 April, 1855, Bright. Supp. 1119, it is enacted that no estate, real or personal, shall be bequeathed, devised, or conveyed, to any body politic, or to any person in trust, for religious, or charitable uses, except the same be done by deed or will, attested by two credible and at the time disinterested witnesses, at least one calendar month before the decease of the testator or alienor ; and all dispositions of property contrary thereto, shall be void, and go to the residuary legatee or devisee, next of kin, or heirs according to law. The Statutes of Mortmain do not apply to property not within the jurisdiction of the State ; and therefore not to personal estate, which follows the law of the domicile. Van- sant v. Roberts, 3 Maryl. R. 119. A corporation in another State may take real estate by devise for a charitable use, in Pennsylvania, notwithstanding that corporations are excepted from the Statute of Wills, in the State of its creation. Thompson v. Swoope, 24 Penn. St. 474. 2 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 ; Sparl- ing v. Parker, 9 Beav. 450 ; Tomlinson v. Tomlinson, Id. 459 ; Smith v. Oliver, 11 Id. 481 ; Walker v. Milne, Id. 507 ; Trye v. Corporation of Gloucester, 14 Id. 173 ; Hilton v. Giraud, 1 De G. & Sm. 183 ; Att.-Gen. v. Munro, 2 Id. 122 ; Att.-Gen. v. Gardner, Id. 102; Myers v. Perigal, 16 Sim. 533, contra, S. C. in Common Pleas, 11 C. B. 90, Ashton v. Lord Langdale, 20. Law J. Chanc. 234; Crafton v. Frith, 20 Law J. Chanc. 198 ; Whicker v. Hume, 1 De G. Mac. & G. 506 ; Longstaffv. Rennison, 1 Drew. 28; 684 OF TRUSTEES FOR This statute has been determined to include not only direct devises of real estate to charitable uses, but also all such bequests, as in any man- ner 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. mort- gage, or by any other means out of lands,(i) (including judgment debts,(&) or the lien of a vendor for his purchase-money,(Z) ) as also of leaseholds or terms for years,(m) money secured on mortgage,(w) or money to be applied in paying off incumbrances affecting lands in mortmain,(o) have all been held to be void within the provisions of the act. And the statute has also been held to apply to money secured by turnpike tolls, or the bonds of turnpike commissioners,^) and to navigation shares,^) and money secured upon poor or county rates,^) 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, hospital, or oljher building for a charitable purpose, is void ; (g) Att.-Gen. v. Davies, 9 Ves. 545 ; Att.-Gen. v. Hartwell, Ambl. 451 ; S. C. 2 Ed. 334; Att.-Gen. v. Bowles, 2 Ves. 547; "Widmore v. Woodroffe, Ambl. 637; Grieves v. Case, 4 Bro. C. C. 67 ; S. C. 2 Cox, 301 ; Middleton v. Clitherow, 3 Ves. 734. (h) Trustees of British Museum v. White, 2 S. & St. 594; Durour v. Motteux, 1 Ves, 320 ; Att.-Gen. v. Lord Weymouth, Ambl. 720 ; Curtis v. Hutton, 14 Ves. 53 : Waite v. Webb, 6 Mad. 71 ; Gravenor v. Hallam, Ambl. 643. [See Wright v. Trustees, 1 Hoff. Ch. 202.] (i) Arnold v. Chapman, 1 Ves. 108 ; Att.-Gen. v. Lord Weymouth, Ambl. 24; Jack- son v. Hurloek, Ambl. 487 ; Jones v. Williams, Id. 651 ; Wright v. Roe, 1 Bro. C. C. 61 ; Leacroft v. Maynard, 1 Ves. Jun. 279 ; White v. Evans, 4 Ves. 21 ; Baker v. Hall, 12 Ves. 497 ; Currie v. Pye, 17 Ves. 462 ; Att.-Gen. v. Harley, 5 Mad. 321 ; Cooke v. Stationers' Company, 3 M. & K. 266. (k) Collinson v. Pater, 2 R. & M. 344. (1) Harrison v. Harrison, 1 R. & M. 71. (m) Att.-Gen. v. Graves, Ambl. 155; Att.-Gen. v. Tomkins, Id. 216; Middleton v. Spicer, 1 Bro. C. C. 201 ; Paice v. Archbishop of Canterbury, 14 Ves. 364; Johnson v. Swann, 3 Mad. 457. (n) Att.-Gen. v. Caldwell, Ambl. 635 ; Att.-Gen. v. Meyrick, 2 Ves. 44 ; Howes v. Chapman, 4 Ves. 542 ; Att.-Gen. v. Munby, 1 Mer. 327 ; Johnston v. Swann, 3 Mad. 457. (0) Corbyn v. French, 4 Ves. 418; Waterhouse v. Holmes, 2 Sim. 162; Davies v. Hopkins, 2 Beav. 276. (p) Knapp v. Williams, 4 Ves. 430, n. (q) Howes v. Chapman, 4 Ves. 542. (r) Finch v. Squire, 10 Ves. 41. (s) Negus v. Coulter, Ambl. 367. ' (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; Grimmett v. Grimmett, Ambl, 211; Curtis v. Hutton, 14 Ves. 537. But see English v. Orde, Highm. Mortm. 82 ; Bridgm. Duke, Char. Us. 432 ; and Kirkbank v. Hudson, 7 Price, 212 ; see Att.-Gen. v. Goddard, T. & R. 348. Att.-Gen. v. Hull, 9 Hare, 647, Church Building Soc. v. Barlow, 3 De G. Mac. & G. 120 ; Att.-Gen. v. Ward, 6 Hare, 477. A charitable gift may be divisible, under the Mortmain Act, and will be upheld so far as allowed by law. Crafton v. Frith, 20 Law. J. Chanc. 198. CHARITABLE OR PUBLIC PURPOSES. 685 for the direction to build, involves prima facie the purchase of land.(i) In some of the *earlier cases, indeed, such bequests were held not ^.^-1 to be within the statute, as it might be possible for the trustees in such cases to get a piece of ground given them, so as to prevent the necessity of any purchase :(u) 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. (x) And the presumption that land is intended to be purchased for the purpose of building, may be re- butted by evidence to disprove that intention. (j/) 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 buildings already in mortmain, is not within the statute. (jz) 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 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.(S) 1 (t) Att.-Gen. v. Tyndall, Ambl. 614; 2 Ed. 207 ; Pelham v. Anderson, 1 Ed. 296 ; Att.-Gen. v. Hyde, Ambl. 751 ; 1 Bro. C. C. 444, n. ; Poy v. Poy, 1 Cox, 163 ; Att.-Gen. v. Nash, 3 Bro. C. C. 588 ; Att.-Gen. v. Whitchurch, 3 Ves. 144 ; Chapman v. Brown, 6 Ves. 604; Att.-Gen. v. Parsons, 8 Ves. 186 ; Att.-Gen. v. Davies, 9 Ves. 535 ; Pritchard v. Arbouin, 3 Russ. 456 ; Giblet v. Hobson, 5 Sim. 651 ; 3 M. & K. 517 ; Mather v. Scott, 2 Keen, 172. (m) Vaughan v. Farrer, 2 Ves. 182 ; Att.-Gen. v. Bowles, Id. 547. (x) Henshaw v. Atkinson, 3 Mad. 306. (y) Giblet v. Hobson, 3 M. & K. 517. (z) Glubb v. Att.-Gen. Ambl. 373 ; Harris v. Barnes, Id. 651 ; Brodie v. Duke of Chandos, 1 Bro. C. C.444, n. ; Att.-Gen. v. Parsons, 8 Ves. 186 ; Att.-Gen. v. Munby 1 Mer. 327 ; Foy v. Poy, 1 Cox, 163 ; Ingleby v. Dobson, 4 Russ. 342. [Trye v. Corpo- ration of Gloucester, 14 Beav. 173 ; Crafton v. Frith, 20 Law J. Chanc. 198.] (a) Johnston v. Swann, 3 Mad. 457 ; and see Att.-Gen. v. Williams, 4 Bro. C. C. 426. (b) Sturge v. Dimsdale, 6 Beav. 462 ; see Philanthropic Society v. Kemp, 4 Beav. 581. [See the remarks on these cases in Robinson v. Geldard, 3 Macn. & G. 735, by Lord St. Leonards.] 1 But in Robinson v. Geldard, 3 Macn. & G. 735, before Lord St. Leonards, overrul- ing 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 demonstrative 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 conversion in favor of charities, so as to enable corporations (where excepted out of the Statute of Wills) to take, see Wright v. Trustees, Hoffm. Ch. 202. 686 OF TRUSTEES FOR 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.(d) And it has been de- cided 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. 1 But gifts of real estate in England, or any in- terest 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.(z) r*4^8T *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 beneficially, and not where they are made trustees for other charitable purposes.(A) 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 minis- ters, 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, (m) And so it seems that a gift to or for the benefit of the Grown 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 (c) Arnold v. Chapman, 1 Ves. 108 ; Henchman v. Att.-Gen., 2 S. & St. 498 ; S. C, 3 M. & K. 262. (d) See M'Intosh v. Townsend, 16 Ves. 330 ; Oliphant v. Hendrie, 1 Bro. C. C. 570. (e) Campbell v. Lord Radnor, 1 Bro. C. C. 271. (/) Att.-Gen. v. Stewart, 2 Mer. 143. [Whicker v. Hume, 1 De G. Mac. & G.506.] (g) Curtis v. Hutton, 14 Ves. 537; Att.-Gen. v. Mill, 3 Russ. 328. (h) March v. Att.-Gen., 5 Beav. 334. (i) Thompson v. Thompson, 1 Coll. N. C. 381. (k) Att.-Gen. v. Munby, 1 Mer. 327. (Z) 43 Geo. Ill, c. 108 ; 58 Geo. Ill, c. 45 ; 59 G. Ill, c. 134; 3 G. IV, c. 72 ; 5 Geo. IV, c. 103 ; 7 & 8 Geo. IV, c. 72 ; 1 & 2 Will. IV, c. 38 & 45 ; 2 & 3 Will. IV, c. 61 ; 1 Vict. c. 75 ; 1 & 2 Vict. c. 106 & 107 ; 2 & 3 Vict, c, 49 ; 3 & 4 Vict. c. 60. (m) Middletown v. Cater, 4 Bro. C. C. 409. (n) Thellusson v. Woodford, 4 Ves. 227. 1 See Vansant v. Roberts, 3 Maryl. R. 119. CHARITABLE OR PUBLIC PURPOSES. 687 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 en- rolment 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.(p)(l) # There has been already occasion to consider at some length the re- spective 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, (q) 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 respect 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, 1 or 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 the proceedings : *and it is only where the question to be decided 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.^ (0) British Museum v. White, 2 S. & St. 594. (p) Att.-Gen. v. Munby, 1 Mer. 327 ; Price v. Hathaway, 6 Mad. 304. (g) Ante, this section ; et vide supra, Pt. I, Div. II, Ch. I, Sect. 3. (r) Ibid. (s) De Themines v. De Bonneval, 5 Russ. 288 ; [Female Association v. Beekman, 21 Barb. 569.] (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 required 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. 1 See Att.-Gen. v. Ward, 12 Jur. 807 ; and in the United States, Att.-Gen. v. Wal- lace, 7 B. Monr. 611 ; Going v. Emery, 16 Pick. 119 ; Parker v. May, 5 Cushing, 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. Corporation of Newcastle v. Att.- Gen., 12 CI. & F. 402; Att.-Gen. v. Magdalen College, 18 Beav. 223. 2 There are many dicta and adjudications since the statute of the 43 Elizabeth, affirming the full jurisdiction of Chancery over charitable uses ab origine ; against which appears but the single dictum of Lord Loughborough, in the Attorney-General v. Bowyer, 3 Ves. Jr. 726 b, that the Court of Chancery had not, prior to the statute, OF TRUSTEES FOE 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 conferred on the court by more than one statute. The statute 52 Geo. Ill, 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 adminis- tration of the same ; and in case of any breach of such trusts or when- ever the direction or order of a court of equity shall be deemed neces- sary 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 summary way ; and by the 2d section every such petition must be allowed and certified by the Attorney or Solicitor- General. 1 By the Act of 59 Geo. Ill, c. 91, the provisions of which were con- tinued 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 management of charities. The 21st section of Sir Edw. Sugden's Act (1 Will. IV, c. 60) extends 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 (t) Att.-Gen. v. Hever, 2 Vern. 382 ; Att.-Gen. v. Parker, 1 Ves. 43 ; Att.-Gen. v. Neweombe, 14 Ves. 1, G ; Att-Gen. v. Cuming, 2 N. C. C. 139, 149. any cognizance upon informations for the establishment of charities ; but that parties made out such cases 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-Gene- ral, 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 re- ports of cases since the statute, but from the calendars of the proceedings in Chancery in the Tower of London, printed by direction of the Record Commission in 1827, that charitable 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 subsequent, but antecedent to that statute. — T. 1 Upon the construction of this act see Re Hall's Charity, 14 Beav. 115 ; 15 Jnr. 740 ; Re Godmanchester Grammar School, 15 Jnr. 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, 1 Phill. 737 ; Att.-Gen. v. 1 Bovill, Id. 762; Re Shrewsbury Grammar School, 1 Mac. & G. 324; 14 Jur. 259; Be Suir Island Charity, 3 Jones & Lat. 171; Re Butterwick Free School, 15 Jur. 913; Att.-Gen. v. Bishop of Worcester, 9 Hare, 328. As to the cost, see Att.-Gen. v. Iron- mongers' Co., 10 Beav. 194; Att.-Gen. v. Ward, 12 Jur. 807; James v. James, 11 Beav. 397 ; Solicitor-Gen. v. Bath, 13 Jur. 866. CHARITABLE OR PUBLIC PURPOSES. 689 of disability, &c, of the existing trustees ; those provisions have been already considered at length in a previous chapter. (it) 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 Aat, 5 & 6 Will. IV, c. 76, ' provides, that where any municipal corporation then existing, 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, and the future r*4C(yi administration of the trust is to be provided for by the order of the Lord Chancellor. The recent act, 3 & 4 Vict. c. 77, 2 also confers extensive jurisdiction on the court for controlling and reforming grammar schools ; and by the 21st section this jurisdiction may be exercised on petition, according to the provisions of Sir Samuel Romilly's Act (52 Geo. Ill, 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 \{y) 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 re- gulation of a charity, it will act without any actual complaint, whenever any circumstance comes under its notice, which in its judgment requires a remedy, (b) (it) Ante, Pt. I, Div. Ill, Ch. II ; Pt. II, Ch. IV, Sect. 3. (a;) Ante, Pt. II, Ch. IV, Sect. 3. (y) Ludlow Corporation v. Greenhouse, 1 Bl. N. S. 17. (z) Ex parte Bees, 3 V. & B. 10. (a) Ex parte Skinner, 2 Mer. 453 ; Re St. Wenn's Charity, 2 S. & St. 66. (6) Att.-Gen. v. Cooper's Company, 19 Ves. 194. 1 As to this Act, see Be St. John's Hospital, 3 Mac. & G. 235 ; 15 Jur. 233 ; Be Wor- cester Charities, 2 Phill. 284 ; Be Shrewsbury Charities, 1 Mac. & G. 85 ; 13 Jur. 20 ; Att.-Gen. v. Ludlow, 2 Phillips, 685 ; Att.-Gen. v. Corp. Norwich, 21 Law J. Chanc. 139. s See, under this statute, called Sir Eardley Wilmot's Act, and generally as 'to Gram- mar Schools, Be Fremington School, 10 Jur. 512 ; Att.-Gen. v. Earl of Devon, 15 Sim. 193 ; Att.-Gen. v. Earl of Stamford, 16 Sim. 453 ; 1 Phill. 737 ; Att.-Gen. v. Ludlow, 2 Phill. 685 ; Doe v. Willis, 5 Exch. 894 ; but see Willis v. Childs, 1 3 Beav. 454 ; S. C. 13 Beav. 117 ; Beg. v. Dean, &c, of Eochester, 20 Law J. Q. B. 467 ; (see 7 Hare, 532 ; 13 Jur. pt. ii, 309 ;) Att.-Gen. v. Bishop of Worcester, 9 Hare, 328. 44 090 OF TRUSTEES FOR Whore there is a local visitor duly constituted, the internal regulation and conduct of the charity will he under his exclusive jurisdiction, and the court will not interfere with him in the exercise of that jurisdiction. (c) 1 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.(d) The crown is the visitor of all corporations of royal foundation :(e) and also where the heir of the founder cannot be discovered(/) or is lunatic. {g) 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 obtain- ing their act, the court will not suffer the costs of the unsuccessful appli- cation to be thrown on the funds of the charity :(h) although it would r*4«-M be otherwise, *if the legislature had declared its approval of such an application by passing the act.(«) It-has been already seen,(/c) 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) (c) Att.-Gen. v. Price, 3 Atk. 108; Att.-Gen. v. Middleton, 2 Ves. 327; Att.-Gen. v. Smytbes, 1 Keen, 239 ; S. C. 2 M. & Cr. 135 ; St. John's College, Cambridge, v. Tod- ington, 1 Burr. 200 ; Att.-Gen. v. Lock, 3 Atk. 165 ; Att.-Gen. v. Catherine Hall, Jac. 392 ; Att.-Gen. v. Archbishop of York, 2 R. & M. 468. (d) Att.-Gen. v. Corporation of Bedford, 2 Ves. 505 ; Att.-Gen. v. Foundling Hospi- tal, 2 Ves. Jun. 42 ; Att.-Gen. v. Dixie, 13 Ves. 519 ; Re Berkhampstead School, 2 V. & B. 134 ; Att.-Gen; v. Earl of Clarendon, 17 Ves. 491. (e) Case of Queen's College, Cambridge, Jac. 1 ; Co. Litt. 344, b ; 1 Bl. Comm. 481. (/) Ex parte Wrangham, 2 Ves. Jun. .609 ; Att.-Gen. v. Black, 11 Ves. 191 ; Att- Gen. v. Clarendon, IT Ves. 4, 98. (g) Att.-Gen. v. Dixie, 13 Ves. 519, 533. (A) Att.-Gen. v. Earl of Mansfield, 2 Russ. 501, 519. [Att.-Gen. v. Norwich, 16 Sim. 225. See Att.-Gen. v. Andrews, 14 Jur. 905.] (i) Ibid. Downing College case, 2 Russ. 519, cited. (k) Ante, Pt. I, Div. II, Chap. I, Sect. 3. (1) Moggridge v. Thackwell, 7 Ves. 86 ; Paice v. Archbishop of Canterbury, 14 Ves. 372 ; Ommaney v. Butcher, T. & R. 270. 1 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 ; Whiston v. Dean, &c, of Rochester, 1 , Hare, 532 ; Att.-Gen. v. Dean, &c, of Rochester, 20 Law J. Q. B. 467 ; Att.-Gen. v. Browne's Hospital, 17 Sim. 137 ; Sanderson v. White, 18 Pickering (Mass.), 332. CHARITABLE CK PUBLIC PURPOSES. 691 It has also been shown,(m) that if a gift be impressed with the cha- racter 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 ap- propriate 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 specified 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 ex- clusion of the claim of the trustees, if the specified sum be equal to the annual value of the estate at the time of the gift.(qy Although the principle of these cases has not met with the approval of later Judges, (r) and it will not be 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 speci- fied 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 enjoy- ment of the surplus.(i) 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.(w) 1 (m) Ante, Pt. I, Div. II, Ch. I, Sect. 3. (n) Ante, Pt. I, Div. II, Ch. I, Sect. 3 ; Att.-Gen. v. Ironmongers' Company, 2 M.. & K. 579; 2 Beav. 313, and 1 Cr. & Ph. 208 ; Att.-Gen. v. Bishop of Landaff, lb. 586, stated ; Att.-Gen. v. Oglander, 3 Bro. C. C. 166. (o) Att.-Gen. v. Arnold, Show. P. C. 22 ; S. C. 2 Russ. 434, stated ; 2 Att.-Gen. v. Sparks, Ambl. 201 ; Att.-Gen. v. Coopers' Company, 3 Beav. 29 ; Att.-Gen. v. Painters and Stainers' Company, 2 Cox, 51 ; Att.-Gen. v. Minshull, 4 Ves. 11 ; Att.-Gen. v. Earl of Winchelsea, 3 Bro. C. C. 334. (p) Thetford School Case, 8 Co. 130 ; S. C. 2 J. & W. 316, stated ; Att.-Gen. v. Johnson, Ambl. 190 ; Att.-Gen. f. Haberdashers' Company, 4 Bro. C. C. 103 ; Att.-Gen. v. Mayor of Coventry, 2 Vern. 399 ; Ex parte Jortin, 7 Ves. 340 ; Att.-Gen. v. Coopers' Company, 3 Beav. 29 ; Att.-Gen. v. Christ's Hospital, 4 Beav. 73 ; Att.-Gen. v. Brent- wood School, 1 M. & K. 570 ; Att.-Gen. v. Drapers' Company, 6 Beav. 382. (q) Att.-Gen. v. Coventry, 2 Vern. 399 ; 7 Bro. P. C. 235 ; Att.-Gen. v. Johnson, Ambl. 190 ; Att.-Gen. v. Drapers' Company, 4 Beav. 67 ; Att.-Gen. v. Christ's Hospital, lb. 73 ; Att.-Gen. v. Coopers' Company, 3 Beav. 29 ; Mystery of Mercers v. Att.-Gen., 2B1. N. S. 165. (r) See Att.-Gen. v. Mayor of Bristol, 2 J. & W. 307. (s) Att.-Gen. v. Mayor of Bristol, 2 J. & W. 294 ; Att.-Gen. v. Grocers' Company, 6 Beav. 526. (t) Ibid. (u) Att.-Gen. v. Christ's Hospital, 4 Beav. 74 ; and see Att.-Gen. v. Caius College, 2 Keen, 150. 1 See on this subject the cases of Mayor of South Molton v. Att.-Gen., 5 H. Lds. Cases, 1 ; Att.-Gen. v. Beverley, 19 Jur. 763. b9ii OF TRUSTEES FOR So, d fortiori, where the residue, after making certain specified pay- r*J.f -71 ments *in favor of a charity, is given expressly or by implication L to the trustees for their own benefit, the particular charitable 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.(a;)(l) 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 property will be applied ratably in the increase of the payments to all the objects of the donor's bounty, including the trustees themselves.(y) Where an estate is charged with the payment of certain specified 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.(g) 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 cy pres application — that is, an application to such charitable purpose as will be supposed to come nearest to the original intention of the donor. (b) 1 However, the trustees could never be advised to make such (x) Att.-Gen. v. Catherine Hall, Jac. 381 ; Att.-Gen. v. Skinners' Company, 2 Russ. 407 ; Att.-Gen. v. Gascoigne, 2 M. & K. 647 ; Att.-Gen. v. Grocers' Company, 6 Beav. 526. (y) Att.-Gen.' v. Caius College, 2 Keen, 150 ; Att.-Gen. v. Coopers' Company, 3 Beav. 29 ; see Mystery of Mercers v. Att.-Gen., 2 Bl. N. S. 165 ; [and Att.-Gen. v. Merchant Venturers' Co., 17 L. J. Ch. 137.] (s) Att.-Gen. v. Gascoigne, 2 M. & K. 647 ; Commissioners of Char. Donations v. De Clifford, 1 Dr. & W. 245. (a) Ante, Part I, Div. II, Chap. I, Sect. 3. (6) Att.-Gen. v. Bonltbee, 2 Ves. Jun. 379 ; Att-Gen. v. Whitechurch, 3 Ves. 141 ; Att.-Gen. v. Bowyer, lb. 714; Bishop of Hereford v. Adams, 7 Ves. 324; Att.-Gen. v. Wansay, 15 Ves. 231 ; Att.-Gen. v. Coopers' Company, 19 Ves. 187 : Att.-Gen. v. Iron- mongers' Company, 2 M. & K. 576 ; 2 Beav. 313, and Cr. & Ph. 208. (1) The decision of Lord Langdale, M. R., in the recent case of Att.-Gen. v. 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, was there actually specified, in- stead of being left uncertain. [See the remarks on this case in Mayor of S. Molton v. Att.-Gen., 5 H. Lds. Cas. 1 ; Att.-Gen. v. Beverley, 19 Jur. 763.] 1 See ante, 451, note. CHARITABLE OK PUBLIC PURPOSES. 693 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 ey 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. 1 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 r*4f>o-i necessarily follow, that such an alienation will be treated per se as a breach of trust : for in some instances the court has sanctioned, (c) s and has even gone so far as to direct a sale by the trustees, (d)(1) 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 preserve the trust property,((/) and it lies with those, who seek to support a sale by them, to show that the transaction in ques- tion 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 impro- vident or prejudicial to the charity, it will be treated as a breach of trust, and set aside.(^) (c) Att.-Gen. v. Warren, 2 Sw. 302 ; Att.-Gen. v. Hungerford, 8 Bl. 437 ; 2 CI. & Fin. 357. [Griffitts v. Cope, 17 Penn. St. 96.]. (d) Att.-Gen. v. Nethercoat, 1 Hare, 400, cited ; Anon, case, cited 2 Sw. 302 ; and see Att.-Gen. v. Warren, 2 Sw. 291. [Att.-Gen. v. Wallace, 7 B. Monr. 611.] (e) Att.-Gen. v. Mayor, &c, of Newark, 1 Hare, 395 ; see Att.-Gen. v. Buller, Jac. 412. (/) Per Lord Langdale, M. R., 4 Beav. 458. (g) Ibid. \h) Att.-Gen. v. Owen, 10 Ves. 555 ; Att.-Gen. v. Brooke, 18 Ves. 326 ; Att.-Gen. v. Brettingham, 3 Beav. 51 ; Att.-Gen. v. Pargeter, 6 Beav. 150. (i) Att.-Gen. v. Kerr, 2 Beav. 420 ; Att.-Gen. v. Brettingham, 3 Beav. 91 ; Att.-Gen. v. Mayor of Newark, 1 Hare, 395 ; see Att.-Gen. v. Burgesses of East Retford, 2 M. (1) An order for the sale of charity estates may be obtained by petition under Sir S. Romilly's Act (52 Geo. Ill, c. 101). Re Parke's Charity, 12 Sim. 329. [But see Re Suir Island Charity, 3 Jones & Lat. 171.] 1 Where the scheme has been approved by the Attorney-General, a report by a Mas- ter appears unnecessary; see Att.-Gen. v. Earl of Mansfield, 14 Sim. 601. 2 Trustees of a religious or charitable purpose cannot create a new use or convey the estate for purposes inconsistent with those for which they held it. But where a cestui que trust definite, as a religious society, assents, it will be valid. Brown v. Lutheran'Church, 23 Penn. St. 498. 694 OF TRUSTEES FOR 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 ;(&y 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 of the lease. With regard to the term to be granted, it may be laid down as a gene- ral 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,(«) in possession and not re- versionary,^) and without any absolute covenant for renewal, still less for perpetual renewal.(p) This is the general rule ; and trustees could rarely be advised to de- part from it without the sanction of the court. But it by no means follows, that leases granted in opposition to that rule are necessarily in- valid 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 such cases it seems that the L -I number of lives in the grant ought not to exceed thre&(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 trustees 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 re- newal has also been sustained on the same ground.(w) 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 & K. 35. [Att.-Gen. v. Magdalen (College, 18 Beav. 223 ; 23 L. J. Ch. 844 ; see Price v. Methodist Church, 4 Hamm. 542.] (k) Att.-Gen. v. South Sea Company, 4 Beav. 457. (I) Att.-Gen. v. Cross, 3 Mer. 524, 539. (to) Att.-Gen. v. Owen, 10 Ves. 555, 560 ; Att.-Gen. v. Backhouse, 17 Ves. 283, 291. (n) Ibid. (o) Att.-Gen. v. Kerr, 2 Beav. 420. (p) Att.-Gen. v. Brooke, 18 Ves. 319. (q) Att.-Gen. v. Cross, 3 Mer. 524; Att.-Gen. v Crook, 1 Keen, 121. (r) Att.-Gen. v. Cross, 3 Mer. 539. (s) Att.-Gen. v. Backhouse, 17 Ves. 283. (t) Att.-Gen. v. Warren, 2 Sw. 291 ; Att.-Gen. v. South Sea Company, 4 Beav. 453 ; see Att.-Gen. v. Kerr, 4 Beav. 420, 428. [See Black v. Ligon, 1 Harp. Eq. 205 ; but see the remarks of Chancellor Kent, 4 Comm. 107, and post, 482, note.] (u) Att.-Gen. v. Hungerford, 8 Bl. 437 ; 2 CI. & Fin. 357. 1 As to leases of the charity estates, see Att.-Gen. v. Gaines, 11 Beav. 63 ; Att.-Gen. v. Pilgrim, 2 Hall & Tw. 186 ; Att.-Gen. v. Donnington, 22 Law J. Chanc. 707 ; Black v. Ligon, 1 Harp. Eq. 205. CHARITABLE OR PUBLIC PURPOSES. 695 terms of years absolute,(a;) or for a term in reversion,^) or containing a covenant for perpetual renewal,^) have repeatedly been set aside for ■want of proof of facts which could establish their propriety. Where there is any doubt in the mind of the court as to the propriety 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 obli- gation to repair, and expend money on the property,(e) will have their due weight. For the disadvantage occasioned by the length of the term may be counterbalanced by the advantageous nature of the cove- nants and other stipulations. . So the custom of letting usually prevailing in the country will be taken into consideration ;(d) although this custom will sanction a hus- bandry lease for 200 years at a fixed rent.(e) With regard to the consideration which will support a lease by trus- tees of charity lands, it has been laid down, that the trustees may take fines, or reserve rents, as is the moat 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. (g) 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 be sufficient that a little higher rent might have been obtained,(z'J or that the value •- -■ of the property at a subsequent period is shown to have been greater than the rent obtained.(Zc) In cases of charity property, the security of the rent is the essential point to be looked to ; and for that reason it is de- sirable that the tenant should have a beneficial interest in the property {x) Att.-Gen. v. Green, 6 Ves. 453 ; Att.-Gen. v. Owen, 10 Ves. 555 ; Att.-Gen. v. Griffith, 13 Ves. 565 ; Att.-Gen. v. Brooke, 18 Ves. 326 ; Att.-Gen. v. Hotham, T. & R. 209 ; Att.-Gen. v. Pargeter, 6 Beav. 150; Att.-Gen. v. Foord, lb. 288. (y) Att.-Gen. v. Kerr, 2 Beav. 420. (z) Att.-Gen. v. Brooke, 18 Ves. 319. (a) Att.-Gen. v. Maywood, 18 Ves. 315, 319 ; Att.-Gen. v. Backhouse, 17 Ves. 283, 294 ; Att.-Gen. v. Warren, 2 Sw. 302. (6) Att-Gen. v. Backhouse, 17 Ves. 291 ; Att.-Gen. ,. Owen, 10 Ves. 560. (c) Att.-Gen. v. Cross, 3 Mer. 540. (d) Att.-Gen. v. Price, 3 Atk. 110 ; Att.-Gen. v. Cross, 3 Mer. 529, 540. (e) Att.-Gen. v. Pargeter, 6 Beav. 150. (/) Att.-Gen. v. Stamford, 2 Sw. 591. (g) Ibid. (h) Reresby v. Farrer, 2 Vern. 414; East v. Ryal, 2 P. Wrns. 284; Att.-Gen. v. Gower, 9 Mod. 224; Att.-Gen. v. Dixie, 13 Ves. 519 ; Att.-Gen. v. Maywood, 18 Ves. 315 ; Yervel v. Sutton, Duke Ch. Us. 43 ; Eltham v. Warreyn, lb. 67. (i) Att.-Gen. v. Cross, 3 Mer. 541. {k) Ibid. 696 OF TRUSTEES FOR as an encouragement to pay his rent (I) Therefore, the inadequacy of the amount reserved is less a badge of fraud in this, than almost any other instance. (m) 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. (n) And so if there be in addition any evidence, or presumption, of collusion or corruption 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 difference between the proper value and what has been actually received. (q) 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 trus- tees 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 per- sons. A man acting for himself may indulge his own caprices, and con- sider 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 that 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 incumbent upon them to adhere to the line thus marked out for their guidance.(s) In- deed, the court itself has no power to sanction any departure from the prescribed mode.(i) But where the trust instrument 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 re- serve any personal benefit for themselves. For instance, where a cor- poration, being trustees for a charity, caused a covenant to be inserted (I) See Watson v. Hindsworth Hospital, 2 Vera. 596. (m) Ex parte Skinner, 2 Mer. 457. (re) Att.-Gen. v. Green, 6 Ves. 452 ; Att.-Gen. v. Dixie, 18 Ves. 519 ; Att.-Gen. v. Brooke, 18 Ves. 326. (o) Ex parte Skinner, ubi supra. (p) Ibid. (g) Att.-Gen. v. Stamford, 2 Sw. 592. (r) Att.-Gen. v. Kerr, 2 Beav. 428. (s) See Att.-Gen. v. Griffith, 13 Ves. 565. (t) Att.-Gen. v. Rochester. 2 Sim. 34. («) Ex parte Berkhampstead School, 2 V. & B. 138. CHARITABLE OR PUBLIC PURPOSES. 697 in a *lease of the charity lands, binding the lessee to grind at [-#400-1 the corporation mill, it was held by the Lord Chancellor, that this covenant was improper, and a sufficient reason for refusing them their costs.(u) 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 occupa- tion rent at the extreme value. (a;) The extent of the powers of the trustees in the control and manage- ment of charities will depend in every case on the terms of the deed or instrument of foundation. Where the general discretionary administra- tion of the trust is committed to them, the court will not interfere with them in the exercise of their discretion, unless a breach of trust be shown to have been committed. 1 And the right of nominating and re- moving the objects and officers of the charity, and generally of deter- mining its mode of application within the principles pointed out by the founder, will be left exclusively to them.(«/) But the trustees must be careful not to exceed the powers conferred 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 defined 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 ap- plication of the property to a different object will be a breach of trust. Thus, a trust to find a preacher in Dale, will not be properly executed by providing one in Sale. And a trust to provide a preacher will not authorize an application of the fund to the relief of the poor, or any other different purpose.(a) (») Att.-Gen. v. Stamford, 2 Sw. 592, 3. (x) Att.-Gen. v. Dixie, 13 Ves. 519, 534; Att.-Gen. v. Clarendon, 17 Ves. 491, 500. [y) Att.-Gen. v. Lock, 3 Atk. 164 ; Att.-Gen. v. Myddleton, 2 Ves. 327 ;, Att.-Gen. v. Corporation of Bedford, lb. 505 ; Att.-Gen. v. Harrow School, lb. 551 ; Att.-Gen. v. Foundling Hospital, 2 Ves. Jun. 41 ; 4 Bro. C. C. 165 ; Att.-Gen. v. Earl of Clarendon, 17 Ves. 491 ; Ex parte Berkhampstead School, 2 V. & B. 134; Waldo v. Caley, 16 Ves. 206 ; Horde v. Earl of Suffolk, 2 M. & K. 59. (z) See Att.-Gen. v. Chrisfcchurch, Jac. 474; Att.-Gen. v. Earl of Mansfield, 2 Russ. 501 ; Att.-Gen. v. Earl of Lonsdale, 1 Sim. 105 ; Att.-Gen. v. Buller, Jac. 407. (a) Duke's Char. Us. 116 ; Wilvescomb case, lb. 94. ' Att.-Gen. v. Mosley, 12 Jur. 889; Willis v. Childe, 13 Beav. 117, 454 (but see Doe dem. Childe v. Willis, 5 Exch. 894) ; Reg. v. Darlington School, 6 Q. B. 682 ; Wilkes's Charity, 3 Macn. & G. 440 ; Parker v. May, 5 Cush. 351 ; Att.'Gen. v. Wal- lace, 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. 698 OP TRUSTEES FOB 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 suffer the surplus to be mixed with the parish rates for general pur- poses.(b) And a fund vested in trustees for the purpose of establishing an hospital, will be improperly applied towards lighting and paving the town.(c) 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 trus- tees 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) So, the trustees of a charity will not be justified in placing the funds r*4«„ *under the control of other persons, who were not contemplated *-. J 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 construction 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. (g) 1 And a trust to establish a " gram- mar school," must be executed by the establishment of a school for in- struction in the classics : or at any rate a system of education 1 , 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 discretion of the trustees to establish a grammar school, or a school for teaching other branches of learning, subject to the con- trol 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.(i) (6) Att.-Gen. v. Vivian, 1 Russ. 237. (c) Att.-Gen. v. Kell, 2 Beav. 575. (d) Att.-Gen. v. Brandreth, 1 N. C. C. 200. (e) Att.-Gen. v. Mansfield, 2 Russ. 501. (/) Att.-Gen. v. Brandreth, 1 N. C. C. 200. (g) Att.-Gen. v. Clarke, Ambl. 422 ; Att.-Gen. v. Corporation of Exeter, 2 Russ. 45, and 3 Russ. 395 ; Att.-Gen. v. Wilkinson, 1 Beav. 370. [But see Att.-Gen. v. Bovill, 1 Phill. 762, where this rule was disapproved.] (A) Att.-Gen. v. Hartley, 2 J. & W. 353 ; Att.-Gen. v. Dean of Christchurch, Jac. 474; Att.-Gen. v. Earl of Mansfield, 2 Russ. 501 ; Re Bedford Charity, 2 Sw. 528. (i) Duke's Ch. Us. 169 ; Att.-Gen. v. Hartley, 2 J. & W. 370 ; Att.-Gen. v. Jackson, 2 Keen, 541. (&) Att.-Gen. v. Haberdashers' Company, 3 Russ. 530 ; Att.-Gen. v. Dixie, 3 Russ. 534, n. ; 2 M. & K. 342 ; Att.-Gen. v. Gascoigne, 2 M. & K. 652 ; Att.-Gen. v. Caius College, 2 Keen, 151. 1 See as to the apportionment of bequests to the " poor of a parish," on the division 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 appropriated for school purposes for its inhabitants, Plymouth v. Jackson, 15 Penn. St. Rep. 44. CHARITABLE OR PUBLIC PURPOSES. 699 In like manner, where the trust is " for the establishment and main- tenance of a place of worship for Protestant dissenters," and the parti- cular sect and nature of the doctrines to he 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 different persuasion will amount to a breach of trust on the part of the trustees, for which they may be removed from the trust.(Z) 1 (I) Foley v. Wontner, 2 J. & W. 247 ; Att.-Gen. v. Pearson, 3 Mer. 353 ; and 7 Sim. 290 ; Att.-Gen. v. Shore, 7 Sim. 309, n. [9 CI. & F. 390 (Lady Hewley's Charities)] ; Att.-Gen. v. Drummond, 1 Dr. & W. 353 ; 3 Id. 162. 1 See, on this subject, Att.-Gen. v. Shore, 9 CI. & F. 390; Att.-Gen. v. Wilson, 16 Sim. 210 ; Att.-Gen. v. Munro, 2 De G. & Sm. 122 ; Glasgow Coll. v. Att.-Gen., 1 H. L. Cas. 801, overruling S. C, 2 Coll. 66o ; "Att.-Gen. v. Hutton, 1 Drury, 480 ; Drum- mond v. Att.-Gen., 2 H. L. Cas. 837 ; Att.-Gen. v. Murdoch, 7 Hare, 445 ; aff. 1 De G. M. & G. 86; Att.-Gen. v. Lawes, 8 Hare, 32. The better doctrine appears to be, in the United States, that the court will interfere to prevent a diversion of the tempo- ralities of a church, whether by a majority or a minority of its members ; and to re- quire them to be appropriated to the support of the form of worship, and to teaching the doctrines, for which they were originally intended. Gable v. Miller, 10 Paige, 647 ; Miller v. Gable, 2 Denio, 492 ; Field v. Field, 9 Wend. 394 ; Kniskern v. Lutheran Churches, 1 Sandf. Ch. 439 ; Hendrickson v. Decow, Saxton, 577 ; App v. Lutheran Congregation, 6 Barr, 201 ; Trustees v. Sturgeon, 9 Barr, 322 ; see Den v. Bolton, 7 Halsted, 206 ; Robertson v. Bullions, 1 Kern. 243 ; Harper v. Straws, 14 B. Monroe, 48. Contra Organ Meeting-House v. Seaford, 1 Dev. Eq. 453 ; Keyser v. Stansifer, 6 Hamm. 363. In order to ascertain what were those doctrines, references may be made to history, and to the prior and contemporaneous standard theological writers of the time. Att.-Gen. v. Shore, 9 CI. & F. 390 ; Drummond' v. Att.-Gen., 2 H. L. Cas. 837 ; Miller v. Gable, 2 Denio, 492 ; Trustees v. Sturgeon, 9 Barr, 322 ; Kniskern v. Luthe- ran 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 particu- lar opinions is inadmissible. Drummond v. Att.-Gen. ; Trustees v. Sturgeon ; Robert- son v. Bullions, ut supra ; Att.-Gen. v. Clapham, 24 L. J. Ch. 177 ; 19 Jur. 505. In the last case it was held, that where a deed conveyed real estate for the erection and support of a Methodist Chapel, and the trustees and their successors were empowered to appoint the preacher, from time to time, parol evidence was inadmissible, of the para- mount intention of the founder, or that such a method of appointing preachers was in- consistent with the established discipline and organization of the Methodist Church. It was further held not to be material or ground of removal, that the trustees, at the time, did not sympathize with the doctrines of Methodism, no misconduct being shown against them. Where property is conveyed to a particular church, without reference to its connection with any other society or body, the members of the church, who remain under the organization then existing, are the beneficiaries. Harper v. Straws, 14 B. Monr. 48. In New York, it appears that a religious corporation created under the provisions of the general Acts of that State, is not an ecclesiastical society in the English sense of the term ; and its trustees cannot take a trust for the benefit of the members of the church, as distinguished from the members of the society. Nor can such trustees re- ceive a trust limited to the support of a particular faith or doctrine, as the majority of the society are given by statute an entire control over its revenues. Robertson v. Bullions, 1 Kern. 243, by a majority of the court. See, further, as to the separation of 700 OP TRUSTEES FOR So, where a lease was granted to trustees in trust for " the congrega- tion 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 congregation 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 justified in removing them by ejectment. (m) Where a trust is created for maintaining " the worship of God," with- out 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 apply- ing accumulated rents in rebuilding the chapel ; although the corpus of T*4fi81 *^ e property could not be so applied : and it seems that the trust did aot authorize any payments towards the fitting up of the chapel, (o) 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 ad- mitted of the increase, and where the increase of the salaries was not prohibited by the will.(p) However, in the absence of special discre- tionary 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 education of the children of the parish. (q) 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 administration of the trustees, however ample may be their discretionary 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 (m) Broom v. Summers, 10 Law Journ. N. S. Charic. 71. (n) Att.-Gen. v. Pearson, 3 Mer. 409. (o) Att.-Gen. v. Foyster, 1 Anst. 116. (p) Att.-Gen. v. Dean of Christchurch, 2 Russ. 321. (q) Wilkinson v. Malin, 2 Tyr. 544, 570. (r) Supple v. Lawson, Ambl. 730 ; "Waldo v. Caley, 16 Ves. 211 ; Wellbeloved v. Jones, 3 S. & St. 40; Corporation of Sons of Clergy v. Mose, 9 Sim. 610. religious bodies, Skilton v. Webster, Bright. N. P. 203 ; Presbyterian Congregation v. Johnston, 1 Watts & S. 1 ; Hadden v. Chorn, 8 B. Monr. 78 ; Smith v. Swormstedt, 16 How. U. S. 288 (The Methodist Church Case). A mere change of name by a religious society will not affect any of its rights. Cahill v. Bigger, 8 B. Monr. 213. CHARITABLE OR PUJBLIC PURPOSES. 701 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 reference. (t) And where the trust is for a foreign charity, the court has no juris- diction to direct a scheme, but will order the fund to be paid over to the trustees, (it) 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 effect out of the personal estate, where they are void, so far as they touch any interest in land.(«) Neither the old Statutes of Limitation, («/) nor the late act 3 & 4 Will. IV, c. 27, apply to any questions between the trustees and the object of the charity as to the appropriation or application of the trust pro- perty.^) 1 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) 2 (s) Society for Propagation of Gospel v. Att.-Gen., 3 Russ. 143. (t) 1 S. & St. 43 ; 9 Sim. 610. (w) Provost of Edinburgh v. Aubery, Ambl. 236 ; Emery v. Hill, 1 Euss. 112; Minet v. Vulliamy, lb. 113 ; Att.-Gen. v. Lepine, 2 Sw. 181. (x) Mogg v. Hodges, 2 Ves. 52 ; Att.-Gen. v. Tyndall, Ambl. 614; Porster v. Blag- den, lb. 704; Hillyard v. Taylor, Ambl. 713 ; Att.-Gen. v. Hurst, 2 Cox, 364*; Make- ham v. Hooper, 4 Bro. C. C. 153. [See ante, 457, note.] (y) Att.-Gen. v. Mayor of Coventry, 2 Vern. 399 ; 7 Bro. P. C. 235 ; 3 Mad. 353 ; Att.-Gen. v. Mayor of Bristol, 2 J. & W. 321 ; Att.-Gen. v. Mayor of Exeter, Jae. 448 ; Irish Inc'orporated Society v. Richards, 1 Dr. & W. 258 ; Att.-Gen. v. Hungerfbrd, 8 Bl. N. S. 437. (z) See Sir E. Sugden's observations in Irish Incorp. Society v. Richards, 1 Dr. & W. 287, 8 ; and Att.-Gen. v. Persse, 2 Dr. & W. 67 ; Att.-Gen. v. Flint, V. C. Wigram. [4 Hare, 147 ; Comm. of Donations v. Wybrants, 2 Jones & Lat. 183 ; Att.-Gen. v. Magdalen College, 18 Beav. 223 ; 23 L. J. Ch. 844.] (a) Att.-Gen. v. Mayor of Bristol, 2 J. & W. 321 ; Att.-Gen. Mayor of Exeter, Jac. 448. 1 Nor do they affect the right of the Attorney-General to proceed, whether ex officio or ex relatione, against a purchaser from charitable, trustees with notice that the sale was in breach of trust. Att.-Gen. v. Magdalen College, 18 Beav. 225. 2 No neglect or perversion of the funds of a charity, by the trustees, will be permitted to affect it. Hadley v. Hopkins 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 Hamm. 542; McKissick v. Pickle, 16 Penn. St. 148 ; but see S. C. 21 Penn. St. 232. The declarations of a trustee for a charity will not affect the persons interested in the trust. McKissick v. Pickle, ut supr. See, however, the re- marks on this point in S. C. 21 Penn. St. 236. But the general rule does not apply where there is an express limitation over from one charity to another, contingent 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. In Bliss v. Bradford, 1 Gray, 407, where a conveyance had been made in trust for the 702 OF TRUSTEES FOR * Where upon an information or suit, the court has decided ■- % -^ 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 information 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 extending the account farther back.(6) And the circumstances of the trustees 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, (d) But this relaxation of the strict rules of equity is a matter of discre- tion, in the exercise of which the court will be governed by the particu- lar circumstances of each case.(e) And it is clear, that if there be any wilful or improper conduct on the part of the trustees, the retrospective account will be decreed against them from the commencement 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 account from the time of their re- ceiving the notice, (g) And if they should confound the particular fund ^n question with other charitable funds, also under their control, in one general account, instead of keeping the accounts separate, that would be an act of mal-administration, for which no goodness of intention (sup- posing them to be cognizant of the confusion they were effecting) could excuse them.(/i) 1 (&) Att.-Gen. v. Johnson, Ambl. 190 ; Att.-Gen. v. Owen, 10 Ves. 555 ; Att.-Gen. v. Griffith, 13 Ves. 565; Att.-Gen. v. Dixie, lb. 519 ; Att.-Gen. v. Skinners' Company, 5 Mad. 173 ; Att.-Gen. v. Mayor of Coventry, 7 Bro. P. C. 235 ; Att.-Gen. v. Corporation of Exeter, 2 Russ. 50 ; Att.-Gen. v. Burgesses of East Retford, 2 M. & K. 35 ; Att.- Gen. v. Mayor of Newbury, 3 M. & K. 650; Att.-Gen. v. Prettyman, 4 Beav. 462; Att.-Gen. v. Drapers' Company, lb. 67; Att.-Gen. v. Christ's Hospital, lb. 73; Att.- Gen. v. Drapers' Company, 6 Beav. 382. (c) Att.-Gen. v. Mayor of Newbury, 3 M. & K. 651. (d) Att.-Gen. v. Prettyman, 4 Beav. 462 ; and see Att.-Gen. v. Caius College, 2 Keen, 150, 167. (e) Att.-Gen. v. Mayor of Exeter, Jac. 449, 450 ; Att.-Gen. v. Prettyman, 4 Beav. 466 ; Att.-Gen. v. Drapers' Company, 6 Beav. 382. (f) Att.-Gen. v. Brewers' Company, 1 Mer. 295. (g) See Att.-Gen. v. Burgesses of East Retford, 2 M. & K. 35, 37. (h) Per Lord Brougham, Ch., in Att.-Gen. v. Mayor of Newbury, 3 M. & K. 651, 2. support and maintenance of ministers who should be ordained and settled over the Anabaptists in C, the court, on petition of four members of an Anabaptist Society which had existed de facto in C. for fifty years, appointed a trustee, without prejudice to the question of forfeiture. 1 Where there is a breach of trust by charity trustees, the party injured has no right to be indemnified out of the trust fund. Feoffees of Heriot's Hospital v. Ross, 12 CI. & Fin. 507. CHARITABLE OK PUBLIC PURPOSES. 703 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 entitle 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 establish- ment 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. (A) In some instances the court, notwithstanding the blamelessness of the *trustees, and the hardship of the case, has not thought proper r*4701 itself to limit the strict liability of the trustees, but has referred it to the Attorney-General, to consider whether it were a proper case in which to enforce the extreme rights of the charity.(Z) If the trustees, by their answer, recognize and establish their liability to account for the charity funds beyond the filing of the information, the court will act upon the admission, and decree the retrospective 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.(w) And so where the defendants (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 de- creed to account generally, without any limitation, although it was objected, that the account would thus go back for 200 years. in) The nature of the trust instrument will also materially influence the court in directing retrospective accounts against trustees of charities for their past appropriation of the funds ; and where they have acted honestly, though erroneously, under an instrument of doubtful construc- tion, 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 mistaken, has been honest, and unconnected with any corrupt purpose, the court, while it directs for the future, refuses to visit with punishment what has been done in time past. (i) Att.-Gen. v. Burgesses of East Retford, 2 M. & K. 35 ; Att.-Gen. v. Prettyman, 4 Beav. 466. (k) Per Lord Langdale, M. R., in Att.-Gen. v. Prettyman, 4 Beav. 466 ; and see Att.- Gen. v. Burgesses of East Retford, 2 M. & K. 35. (1) Att.-Gen. v. Mayor of Exeter, 2 Russ. 362, 370 ; Att.-Gen. v. Brettinghani, 2 Beav. 91, 95 ; Att.-Gen. v. Prettyman, 4 Beav. 462, 467. (m) Att.-Gen. v. Corporation of Stafford, 1 Russ. 5,47. (n) Att.-Gen. v. Mayor of Exeter, Jac. 443 ; S. C, 2 Russ. 362. 704 OF POWERS OF SALE. To act on any other principle would be to deter all prudent persons from becoming trustees of charities."(o) There has already been occasion to consider the extent of the jurisdic- tion of the court in removing trustees of charities, and appointing others in their places, as well as the circumstances and the manner in which that jurisdiction will be exercised.^) 1 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 succeed them when necessary.(g') And also, that new trustees of a charity will never be appointed without a refer- ence to the Master. (r) The effect of a power in the trust instrument to appoint new trustees, 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) [*471] *III.— OF TRUSTEES OF POWERS. I. Of Powers op Sale [471]. III. — Of Powers of Chahginc Securities II.— Or Poweks of Leasing [480]. [482]. IV. — Of Discretionary Powers [485]. I._OF POWERS OP SALE. A trustee could rarely be justified in selling the trust estate for any purpose, however beneficial, without an authority express or implied conferred on him for that purpose by the trust instrument : and wher- ever the nature or duration of the trusts, or the description of the pro- perty, 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 (o) Att.-Gen. v. Corporation of Exeter, 2 Russ. 45, 54. (p) Ante, Pt. I, Div. Ill, Ch. II, p. 190, and notes. (q) Att.-Gen. v. Earl of Winchelsea, Seton Deer. 131 ; Be 52 Geo. Ill, c. 101 ; 12 Sim. 262. (r) Att.-Gen. v. Arran, 1J. & W. 279. («) Ante, Pt. I, Div. Ill, Ch. I. (i!) Irish Incorporated Society v. Richards, 1 Dr. & W. 294. 1 It seems, that a testamentary trustee of a charity will not be removed merely be- cause 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. The court will appoint a new trustee of a charity without regard to any question as to whether the trust property has been forfeited by misapplication, or breach of con- dition. Bliss v. Bradford, 1 Gray, 407. In New York the court has no power to remove the trustees of a church, organized under the general laws of that State, who have been appointed in pursuance of the statute. Robertson v. Bullions, 1 Kern. 243. OF POWERS OP SALE. 705 legal estate, and to take effect out of it ; or it may exist as a mere col- lateral 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 testator's heir until divested by the execution of the power, whereupon, it will pass to the vendee.(tf) 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 execu- tors take only a power, and the freehold vests in the heir by descent.(w) And so it seems to be the better opinion, that a devise of lands to be sold by the executors, without any words of direct gift, will invest them with a power only, and not pass the legal estate.^) 1 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 (*) Earl of Stafford v. Buckley, 2 Vea. 179; Warneford v. Thompson, SVes. Jun. 513 ; 1 Sugd. Pow. 115, et seq. 6th edit.; see Forbes v. Peacock, 11 Sim. 152. (u) See 1 Sugd. Pow. 128, 6th edit., and authorities there cited. (x) 1 Sugd. Pow. 133. 1 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 Ire- dell Eq. 143 ; Haskell v. House, 3 Brevard, 242 ; Tainter v. Clark, 13 Metcalf, 220 ; Zebach v. Smith, 3 Binn. 69; and post, 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 ; Thomson v. Gaillard, 3 Rich. 418 ; Bradshaw v. Ellis, 2 Dev. & B. Eq. 20 ; Marsh v. Wheeler, 2 Edw. Ch. 156 ; Taylor v. Benham, 5 How. 269 ; Lindenberger 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 Estate, 14 Penn. St. R. 47. So of a devisee. Guyer v. Maynard, 6 Gill. & John. 420. But this intermediate estate will of course 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 pur- poses of sale and conveyance, and also of remedy by action, or otherwise, as if the same had been devised to them to be sold. Under this statute the executors take the legal estate, and they may bring actions for rent falling due, or for injuries to real estate, done after the death of the testator, without reference to any immediate or in- tended exercise of their power. Carpenter v. Cameron, 7 Watts, 51 ; Cobb v. Biddle, 14 Penn. St. 444 ; Blight's Exrs. v. Ewing, 26 Id. 135 ; though see Blight v. Wright, Philada. Rep. 549, Dist. Ct. Phila. In New York, by the Revised Statutes, on the other hand (Part II, ch. 1, tit. 2, art. 2, g 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 particularized, authorizing the sale of real estate for debts, and other purposes, by executors, and other trustees, on application to the proper court. 45 706 OF POWERS OF SALE. be sufficient 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 necessary to the due execution of the trust.(s) 1 Without entering into a discussion of the law affecting powers in ge'neral (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 bene- ficial 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 consent of the tenant for life, cannot be inserted in the settlement without an r*4791 ex P ress *provision : not even where there is a direction by the L testator for the insertion of " all proper powers and authorities for making leases, and otherwise, according to circumstances. "(b) But it has been held on the construction of marriage articles, that a power of sale and exchange was properly introduced into a settlement, where the articles contained a direction for the insertion of " all usual and proper powers, Spc." in the settlement. (c) In the case of Hill v. Hill,(d) 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 par- ties, such as powers to jointure, to raise money for any particular pur- pose, &c. But powers of leasing, of sale and exchange, and (in certain eases) 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 positive 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 intro- (!/) 1 Sugd. Pow. 116. (z) Ante, Pt III, Ch. II, Sect. 2, PI. II ; Wood v. White, 4 M. & Cr. 481, 2. \b) Brewster v. Angell, U. & W. 625 ; Horn v. Barton, Jac. 43V, S. C. (c) Peake v. Penlington, 2 Y.& B. 311 ; Hill v. Hill, 6 Sim. 136 ; see Williams v. Carter, 2 Sugd. Pow. App. 23. [d) 6 Sim. 144. 1 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 pur- pose. 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 im- practicable, implies a power to sell for the purpose. Winston v. Jones, 6 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. Moore v. Lockett, 2 Bibb, 69. And see Clark v. Kiddle, 11 S.&R. 311. OF POWERS OF SALE. 707 duced into the settlement.(e) And even where there is a general direc- tion 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, ac- cording 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 occasionally arisen as to the validity of the execution of the power after the death of the original donees. Fpr instance, where a power is given to two or more persons by name without any words of survivorship, it cannot be exer- cised 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 per- sons 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) 1 (e) 2 Sugd. Pow. 484, 6tli edit. (/) 1 Sugd. Pow. 141, 144, 6th edit. {g) Ibid. (A) 1 Sugd. Pow. 141, 144, 6th edit. ; Co. Litt. 113 a, note 2. 1 Where a power of sale is given to several executors, virtute officii, or is given to them by name, but is coupled with an interest or trust, the power may be exercised by the survivor. Osgood v. Franklin, 2 J. C. E. 19 ; Zebach 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. Butherford, 1 Green. Ch. 360 ; Putnam Free School v. Fisher, 30 Maine, 526; Jackson v. Burtis, 14 Johns. 391 ; Sharp v. Pratt, 15 Wend. 610; Peter v. Beverly, 10 Peters, 532; 1 How. U. S. 134; Robertson v. Gaines, 2 Humph. 367; Miller v. Meetch, 8 Barr, 417 ; Muldrow v. Fox, 2 Dana, 79 ; 4 Kent's Comm. 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 Bxch. 580, and American note. The statute law of many of the States, authorizes the survivor of several executors to exercise even naked powers given by will. Dunlop, Penn. Dig. 519, Act of 1834, g 13 ; Act March 12, 1800, declared to be in force by the Act of 19th April, 1856, Bright. Supp. 1170 ; Act of 3d May, 1855, % 2, Bright. Supp., 1156; New Jersey Rev. Code, Tit. X, Ch. 7, Sect. 19; How. & Hutch., Mis- sissippi Dig. 413 ; Rev. St. Arkansas, Ch. IV, I 144 ; Missouri, Rev. St., Ch. 3, Art. 3, % 1 ; Alabama, Aik. Dig. 450 ; Lucas v. Price, 4 Alab. 683. In some, indeed, the pro- vision is general, and applies to all trustees. New York Rev. St , P. II, Ch. 1, tit. 2, Art. 3, I 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 exe- cute a power, where their co-executor has been discharged by the court, after accept- ance ; it seems that the court must appoint. Matter of 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. Hobson, 3 A. K. Marsh. 381 ; and in South Carolina, Mallet v. Smith, 6 Rich. Eq. 22, in which it was said that the 21 Henry 8, and the South Carolina statute, only applied to powers of sale connected with the administrative functions of the executor. So in Mississippi, 708 OF POWERS OP SALE. Upon the same principle where a power of sale was reserved in a set- tlement to three trustees by name and their heirs, it was held by the 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 Kentucky were dissented from, and the cases of Chanet v. Villeponteaux, 3 McCord's 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. Homer, 5 Metcalf, 462; and Ross v. Barclay, 18 Penn. St. 179. In Earl Granville v. McNeiel, 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 particular case, which was that of a power of appointing new trustees, reserved by a settlement on trusts for sale, to one of the parties, 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. 759, 17 Sim. 121. It seems clear in England, however, that a purely discretionary power will not survive without express words. See post, 489 ; 1 Sugden on Powers, 7th Ed. 150, 152, 319. A power in a will to sell by executors is exercisable by executors appointed by a codicil revoking the appointment of the will. Pratt v. Rice, 7 Cush. 209. 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 ; HalLv. Irwin, 2 Gilm. 180 ; Hunt v. Holden, 2 Mass. 168; Wills v. Cowper, 2 Ohio, 124 ; Knight v. Loomis, 30 Maine, 208 ; Conklin v. 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 statute, with regard to powers of sale, in several of the States. See Dunlop Penn. Dig. 530, Act of 1834, § 67; Acts of 1800, 1836, Bright. Supp. 1169; Com. v. Forney, 3 W. & S. 357 ; Ohio Rev. St. Ch. 129, g 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, ? 1 ; How. & Hutch. Miss. Dig. 413 ; Arkans. R. S. Ch. IV, g 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. 594; 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 personal trusts. Brown v. Hobson, 3 A. K. Marsh, 381 ; Woodridge v. Watkins, 3 Bibb, 350 ; Montgomery v. Milliken, Sm. &M. Ch. 498 ; 5 Sm. & M. 188. See Conklin v. Egerton, 21 Wend. 430 ; 25 Wend. 224; Tainter v. Clark, 13 Metcalf, 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 administrator 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. But by the Act of March 12, 1800, \ 3, declared to be in force by the Act of April 19, 1856, Bright. Supp. 1169, an administrator with the will annexed, is au- thorized to sell and convey real estate, and otherwise act respecting the same, as fully and completely as the executors might or could have done if living or if they had ac- cepted the execution of the will. See Comm. v. Forney, 3 W. & S. 353. In Brown v. Armistead, 6 Rand. 594, it was held that an administrator with the will annexed, 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 OF POWERS OF SALE. 709 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 title under nM^o-i somewhat similar circumstances. (k) 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 respective heirs and assigns" should sell ; the Vice-Chancellor of England held, that on the construc- tion of the will, the two survivors of the three devisees had power to sell, and his Honor rejected the words "respective" as inconsistent with the general intention. (Z) 1 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 settled, that the power may be well exercised by the only acting trustee or his heirs, in case the others renounce the trust.(wi) But where the power is confided to the trustees " and their heirs" only, and not their assigns, it cannot be exercised by persons claiming by assignment from the heirs of the original trustee.(w) And in a simi- lar case, a devisee of the original trustee is equally incapable of exercis- ing the power, for a devise is also an assignment, (o) 2 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 power of sale, or other powers, vested in his testator as trustee, even where the power was limited to the trustee and his assigns : and (i) Townsend v. Wilson, 1 B. & Aid. 608 ; S. C. 3 Mad. 261. (k) Hall v. Dewes, Jac. 189. (I) Jones v. Price, 11 Sim. 557. (m) Hawkins v. Kemp, 3 Bast, 410; Cooke v. Crawford, 11 Law Journ. N. S., Chanc. 406, and 13 Sim. 91 ; and see Eaton v. Smith, 2 Beav. 239 ; Sharp v. Sharp, 2 B. & A. 405. [See ante, 226, 307, and notes.] (n) Bradford v. Belfield, 2 Sim. 264. (o) Cooke v. Crawford, ubi supra. a trustee named ; the power beiDg 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 of course be exercised by an administrator, c. t. a. Doolittle v. Lewis, IS. C. R. 48. The husband of an executrix, acting in her right, cannot exercise a power of sale given to her. May's heirs v. Frazee, 4 Litt. 391. 1 In Lane v. Debenham, 17 Jur. 1005, there was a devise to two trustees in fee upon trust as soon as convenient to raise a sum of £2000, for the benefit of the testator's daughter, " by sale or otherwise at the discretion of my said trustees." One of the trus- tees never accepted and died. It was held by V. Ch. Wood that the other could make a good title. A discretion to be exercised by "the aforesaid and undersigned trustees,'' one of whom alone executes the instrument, is attached to the office, and may be exercised by a substituted trustee. Byam v. Byam, 24 L. J. Ch. 209 ; 19 Beav. 58. 2 But see note (1) to page 283, ante. 710 OF POWERS OF SALE. 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.(p) The power of sale should he carefully framed so as to avoid any ques- tion of this nature, and it should be conferred expressly on the trustees, and the survivors or survivor of them, and the heirs, or executor, or ad- ministrators 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 exe- cutor or that other person will take the power of selling by implication, unless any contrary intention appear from the will.(j) 1 The trustees of a power of sale are interposed principally for protect- ing the settled estate against the tenant for life. It will therefore 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) (p) Cooke v. Crawford, 13 Sim. 97; sed vide, How v. "Whitfield, 1 Ventr. 338; 1 Preem. 476; and see post, p. 541 [Disabilities of Trustees]. (q) Newton v. Bennet, 1 Bro. C. 0. 135; Elton v. Harrison, 2 Sw. 276, n.; Blatch v. Wilder, 1 Atk. 420 ; Bentham v. Wiltshire, 4 Mad. 44 ; Tylden v. Hyde, 2 S. & St. 238 ; Forbes v. Peacock, 11 Sim. 152 [S. C, 12 Sim. 528; 11 M. & W. 630 ; Curtis v. Pulbrook, 8 Hare, 28 ; Watson v. Pearson, 2 Exch. 580 ; Gosling v. Carter, 1 Coll. 644 ; and see Doe v. Hughes, 6 Exch. 223] ; Ward v. Devon, 11 Sim. 160, stated; sed vide Patton v. Randall, 1 J. & W. 189. (r) Mortlock v. Buller, 10 Ves. 309, 313. 1 As a general rule, a direction in a will that real estate shall be sold for the pay- ment 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. Cromwell, 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 ; Silverthorn v. McKinster, 12 Penn. St. 67 ; Putnam Free School v.- Fisher, 30 Maine, 523; Foster v. Craige, 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. 1 How. U. S. 134; Lockart v. Northington, 1 Sneed, 318; contra, in South Carolina, Drayton v. Drayton, 2 Desaus. 250; Shoolbred v. Drayton, Id. 246. But in" Geroe v. Winter, 1 Halst. Ch. 655, on a devise to chil- dren 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 executor. 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 ; Act of 1800, § 1, Bright. Supp. 1169; 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 ; see on this statute, Carroll v. Stewart, 4 Rich. 204. In the last four States (ut supra), the provisions also extend to cases where a trustee has been appointed by will to make sale, but has refused to act, or has died before ex- ecution of the power. OF POWERS OF SALE. 711 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 hy *the tenant for life, who makes a contemporaneous purchase iit-m of another estate, it will be held, that the tenant for life acted L -I throughout as the agent of the trustees, both in the sale and the rein- vestment, and the estate so purchased will therefore be treated as subject to the trusts of the settlement, although the conveyance is taken abso- lutely in the name of the tenant for life.(-s) A trustee is not justified in delegating the power of sale to a stranger,^) 1 although he may doubtless employ a solicitor or other agent to conduct the usual details of the sale.(w) But the agent's authority must be in writing,(a;) and signed by all the trustees. («/) (s) Price v. Blakemore, 6 Beav. 507. (t) Hardwick v. Mynd, 1 Anst. 109. (w) Ex parte Belchier, Ambl. 218; Ord v. Noel, 5 Mad. 498. (x) Mortlook v.Buller, 10 Ves. 311 ; [or his act, ratified by an instrument in writing. Newton v. Bronson, 3 Kern. 587.] (y) Ibid. [Sinclair v. Jackson, 8 Cowen, 582.] ' Black v. Erwin, Harper's Law B. 411 ; Pearson v. Jamison, 1 McLean, 199 ; Ber- ger v. Duff, 4 J. C. E. 368 ; Newton v. Bronson, 3 Kernan, 587 ; or even to his co- trustee : Berger 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 re- stricted 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 at a distance from the place of resi- dence of the trustees, subject to the ratification of the trustees ; . . and they may also empower him to make and execute valid conveyances of the land thus sold, upon a com- pliance with the terms of sale, after such sales have been so ratified by them. The pur- chaser in such case, however, would probably be bound to show that this condition precedent had been complied with. The better course in a case of this kind, therefore, is to intrust the 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, pro- perly acknowledged, to the agent, to be delivered to the purchaser." A coutract for the sale of lands made by an agent, may, however, be ratified by a trustee or executor with full knowledge of the facts, so as to bind the estate, provided the ratification be in writing, so far adopting and referring to the contract as to be within the Statute of Frauds. Newton v. Bronson, 3 Kern. 587. 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 Blight v. 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. Kobinson, 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 Pennsylvania, by Act of March 14, 1850, Dunlop, 1072, \ 1, a trustee, executor, or other person acting in a fiduciary character, with power to convey land in that State, may make conveyances under the power, by attorney, and all previous conveyances so made bona fide, are con- firmed; 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. 712 OF POWERS OF SALE. 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 empowered to sell "at such time as they may think fit." For by postponing the sale indefinitely, they might materially affect the relative interest of the cestui que trusts for life and in remainder, (z) 1 However, a direction to sell " as soon as conveniently may be," does not render it more impera- tive on the trustees to urge on the sale ; for the law implies that direc- tion, (a) A trust to reinvest is usually attached to the exercise of a discre- tionary power of sale given to trustees. However, it does not appear to be absolutely necessary, that the trustees should have another purchase immediately in view before they sell, even where the settlement does not contain the usual direction, that until a convenient purchase can be found, the money shall be laid out at interest.(S) 2 But where a sale is made without any immediate prospect of an advantageous reinvestment, there must be some strong purpose of family prudence to justify the conversion, such as an advantageous offer or the like, in order to absolve the trustees from a breach of trust.(c) Every power of sale should con- tain a direction that the money shall be invested until a convenient pur- chase is found, for otherwise, if the trustees sold without any prospect of immediate reinvestment, there might be a question, whether the sale could be supported even in favor of a purchaser. (d) The tenant for life of a settled estate frequently acquires the ultimate remainder in fee through the failure of the intermediate limitations : 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 (z) Walker v. Shore, 19 Ves. 387, 391 ; see Hawkins v. Chappel, 1 Atk. 621, 3. (a) Buxton v. Buxton, 1 M. & Cr. 80 ; see Fitzgerald v. Jervoise, 5 Mad. 29 ; Gar- rett v. Noble, 6 Sim. 504. (6) Mortlock v. Buller, 10 Ves. 309; 2 Sugd. Pow. 511, 12, 6th edit. (c) Mortlock v. Buller, 10 Ves. 309; Lord Mahon v. Earl Stanhope, 2 Sugd. Pow. 512, n. ; and see Broadhurst v. Balguy, 1 N. C. C. 16, 28; Watts v. Girdlestone, 6 Beav. 190 ; Cowgill v. Lord Oxmantown, 3 Y. & Coll. 369. (d) 2 Sugd. Pow. 511, 12. 1 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 manifest 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. 2 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 unlimited, 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 : Wormeley v. Wormeley, 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 application of the money: Id. 443 ; see ante, 363, note. OP POWERS OF SALE. 713 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) 1 There can be still less question, as to the extinguishment of the power, where it is expressly directed to be exercised only during the continu- ance of the trusts, and this is usually done in the modern forms. But *the power will subsist, unless the trusts have clearly deter- 1-^4.7 c-i mined, 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 property, 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 testator'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 betng neces- sary that the power should exist as to the whole, in order to preserve it for the benefit of the other share, (cj) Hence, if it be intended that the power of sale should continue only as to such parts of the estate as re- main 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 during 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 per- petuity.^) However, it is still unsettled how far the execution of an (e) Mortlock v. Buller, 10 Ves. 292; Wheate v. Hall, 17 Ves. 80; 2 Sugd. Pow. 508, 6th edit. (/) Wood v. White, 4 M. & Cr. 460, overruling S. C. 2 Keen, 664. (g) Trower v. Knightley, 6 Mad. 134. \h) Wood v. White, 4 M. & Cr. 480. (i) Biddle v. Perkins, 4 Sim. 135 ; Powis v. Capron, lb. 138, n. ; Waring v. Coventry, 3 M. & K. 249. [Wallis v. Freestone, 10 Sim. 225.] (k) Boyce v. Hannin^, 2 Cr. & Jerv. 334. 1 It is a general rule, that a power (except it he in trust) is merged both in law and equity, when the legal and equitable estates are joined in the same person : MoWhorter 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 purposes, and as fully in every respect as under the original conveyance, the power revived : Salisbury v. Bigelow, 20 Pick. 174. A power of sale cannot be exercised by a trustee for the payment of debts after he has released the estate to the grantor. Huckabee v. Billingsly, 16 Alab. 417. As to sales after the purposes of the trust have ceased, see post, note to p. 478. 714 OF POWERS OP SALE. unlimited power of sale could be supported beyond those limits, and by consequence for an indefinitely prospective period. (Z) 1 It is settled that a simple power of sale will not authorize a partition of the estate. {mf 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 par- tition ;(n) yet that decision has not been acted upon, and appears to be of very doubtful authority.(o) However, it 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 sufficient 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 execu- tion of the power.(p) 3 It has been decided, that trustees with a power of sale and exchange may give money for owelty of exchange without any express authority for that purpose. (q) 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) 4 But where the trusts declared of the purchase-money (Z) 2 Sugd. Pow. 495, 6, 6th edit. (m) M'Queen v. Farquar, 11 Ves. 467. {n) Abel v. Heathcote, 4 Bro. C. C. 278 ; S. C. 2 Ves. Jun. 98. (o) Att.-Gen. v. Hamilton, 1 Mad. 214 ; 2 Sugd. Pow. 506, 6th edit. (p) 2 Ves. Jun. 101 ; 1 Mad. 223 ; 2 Sugd. Pow. 507, 6th edit. (q) Bartram v. Whiehcote, 6 Sim. 86 ; 2 Sugd. Pow. 507, 6th edit, (r) Mills v. Banks, 3 P. Wma. 1 ; Ball v. Harris, 8 Sim. 485 ; 4 M. & Cr. 264; see Holme v. Williams, 8 Sim. 557 ; 1 Sugd. Pow. 538. 1 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 : o 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 without 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 pur- chaser under the power, objecting that it was "void as contravening the rule against perpetuities," was nevertheless compelled to take the title ; counsel on both sides, as well as the court, being of opinion that the objection could not be supported. 2 So a power to " sell and dispose of" an undivided share in real estate will not authorize a partition. Brassey v. Chalmers, 4 De G. Macn. & G. 528 ; Aff'g S. C. 16 Beav. 223. And in Bradshaw v. Fane, 25 L. J. Ch. 413, Vice-Chancellor Kindersley, after an examination of the authorities, considered that a title depending on a partition made under the ordinary power of sale and exchange, would be too doubtful to force on a purchaser ; though under the special words of the power, in the particular case, a dif- ferent decision was made. A power to mortgage cannot be exercised by a sale, nor will the court direct a sale under such a provision. Drake v. Whitmore, 5 De G. & Sm.619. 3 See as to the construction of powers of sale and exchange, Marshall v. Sladden, 7 Hare, 438 ; Lord Leigh v. Lord Ashburton, 11 Beav. 470. A power of sale will not of itself authorize an exchange. Ringgold v. Ringgold, 1 H. & G. 11 ; Taylor v. Gallo- way, 1 Hamm. 232. 4 See ante, 355, note. A power to sell or mortgage is not exhausted by a mortgage. Asay v. Hoover, 5 Barr, 21 ; but see Piatt k. Oliver, 2 McLean, 309. OF POWERS OF SALE. 715 show, that the settlor contemplated an absolute conversion of the estate, a mortgage *will he an improper execution of the power.(s) r ^. A7ft -i Trustees with a power of sale, cannot grant leases.(if L -• Where a mortgage is taken in the name of a trustee, who is expressly empowered to sell the mortgaged estate in a certain event for the pur- pose of paying off the mortgage debt, and it is declared, that the con- currence 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 covenant on the part of the mortgagor, that he will join in making the conveyance. (u) The power of trustees for sale to give discharges for the purchase- money will be considered more fully in the next Chapter.(a;) However, 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 di- rection to employ the purchase-money generally for the benefit of the cestui que trust 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 ;(«/) or to employ the money in payment of debts generally ;(z) or of certain specified debts, which could not be ascertained until a future and distinct period ;(a) or where the parties beneficially entitled to the purchase-money were infants or un- born ;(b) it was settled, that the trustees 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 (s) Holdenby v. Spofforth, 1 Beav. 390. ' (t) Evans v. Jackson, 8 Sim. 217. (u) Clay v. Sharpe, 18 Ves. 346, a. ; see Corder v. Morgan, 18 Ves. 344. (x) Post, Ch. III. {y) Doran v. Wiltshire, 3 Swanst. 699. (z) Ante, Pt. Ill, Div. I, Ch. II, Sect. 2, PI. II, 1 ; Forbes v. Peacock, 11 Sim. 152, 160 ; Jones v. Price, 11 Sim. 557 ; post, Ch. III. (a) Balfour v. Welland, 16 Ves. 151, 156. (6) Sowarsby v. Lucy, 4 Mad. 142 ; Lavender v. Stanton, 6 Mad. 46 ; Breedon v. Breedon, 1 Russ. & M. 413. ' 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 per- sons 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. See Burr v. Sim, 1 Whart. 266. 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 to the executors to enter on the land or to lease it. 2 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. 716 OF POWERS OF SALE. trust expressly absolved him from that liability, by providing that the receipt of the trustee should be a sufficient discharge.(e) The 10th section of the act 7 & 8 Vict. c. 76, has been already stated,(<£) and its effect 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 before the first of January, 1845, must render the practical application of the act a matter of great difficulty in most cases. (e) A trusteee with power to sell and give receipts has the complete power of disposition over the trust estate, and he may compel a pur- chaser to complete his contract without joining the cestui que trusts as parties to a sujt for the specific performance^/) T*4771 *^~ P ower f° r trustees to sell and purchase other lands to be held on the same trusts, will not be well executed by a sale of the trust estate for a rent-charge granted out of it by the purchaser.^) 1 And so a sale for an annuity cannot be supported under the ordinary power.(A) Where an estate is settled in trust for a tenant for life without im- peachment for 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) (c) 2 Sugd. V. & P. 30, et seq., 9th edit. ; ante, p. 342, 363 ; and see post, Ch. Ill, of this Part. [Duffy v. Calvert, 6 Gill. 487.] (d) Ante, Pt. Ill, Div. I, Ch. II, Sect. 2, PI. I, note. [This statute is repealed.] («) See Post, Ch. III. (/) Binks v. Lord Rokeby, 2 Mad. 227; Keon v. Magawly, 1 Dr. & W. 401 ; Dray- son v. Pocock, 4 Sim. 283. [See Duffy v. Calvert, 6 Gill. 487.] (g) Read v. Shaw, 2 Sugd. Pow. 512 ; App. 29. (h) Raid v. Shergold, 10 Ves. 370, 381. (i) Cholmeley v. Paxton, 3 Bing. 207 ; 5 Bing. 48 ; 3 Russ. 565 ; 2 Moore & P. 127; 10 B. & Cr. 564 ; Cookerell v. Cholmeley, 1 Russ. & M. 418 ; 1 CI. & Fin. 60 ; and see "Waldo v. Waldo, 12 Sim. 107 ; Doran v. Wiltshire, 3 Sw. 699;oWolf v. Hill, 1 Sw. 149, n. 1 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. Now, by the Act of April 18, 1853, g 2, (Bright. Purd. 699), it is provided that any power to sell in fee simple, shall be taken to confer an authority to sell on ground-rent, and to release or convey the ground-rents so reserved. OF POWERS OP SALE. 717 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 ;(Z) and even if the power were determined before the conveyance could be made, yet if the trus- tees 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 trustees 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 contract under circumstances of haste and improvidence — if they make 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 en- force the specific performance of the contract, however fair and justifiable the conduct of the purchaser 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 him from the trustee, the Master of the Rolls (Lord Langdale) 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 r*4.7) Ex parte Colman, 2 Deac. & Ch. 584. (q) Ex parte Shakeshaft, 3 Bro. C. C. 197. (r) Keble v. Thompson, 3 Bro. C. C. 111. (*) Ex parte Beilby, 1 Gl. & J. 175. \t) Ex parte J. Shakeshaft, 3 Bro. C. C. 198; Ex parte Beaumont, 1 Deac. & Ch. 360 ; Ex parte Stettel, 1 M. & Cr. 165. («) Ex parte Harris, 11 Law Journ. N. S., Bank. 16. (x) Lincoln v. Wright, 4 Bear. 427. (y) Samuel t. Jones, 2 Hare, 246 ; Gibbons v. Hawley, Id. n. (a) Ex parte Garland, 10 Ves. 119 ; Ex parte Richardson, 3 Mad. 157. [See Ex parte Butterfield, De Gex, 572.] INSOLVENCY OF TRUSTEES. 801 carried on by him in consequence of an express 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 dis- charge of the liabilities.^) 1 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 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 could be advised, under any circumstances, to undertake the responsi- L ^ bility 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 becom- ing bankrupts, as well as the mode in which that jurisdiction will be ex- ercised.^) No power of appointing new trustees has been conferred by the legis- lature on the Insolvent Debtors' Court in case of the insolvency of trus- tees; 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.^) And in the meantime, 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 appoint- ing him, knew that the commission 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 (a) Ex parte Garland, 10 Ves. 110, 119 ; Ex parte Richardson, 3 Mad. 138, 157. (6) Ex parte Garland, 10 Ves. 110 ; Ex parte Richardson, 3 Mad. 157 ; Thompson v. Andrews, 1 M. & K. 116 ; Cutbush v. Cutbush, 1 Beav. 184. (c) Ante, Pt. I, Div. Ill, Chap. I. [See Ex parte Congreve, De Gex, 267 ; Ex parte Cousen, Id. 451.] {d) 3 Mad. 100. (e) Mansfield v. Shaw, 3 Mad. 100. (/) Langley v. Hawk, 5 Mad. 44. 1 But in Ex parte Butterfield, De Gex, 572, where a particular sum was authorized by a testator to be employed in his trade, to be carried on after his death by his execu- trix, 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 of the amount could not be made by the cestui que trusts. 51 802 OF THE DISABILITIES OF TRUSTEES. two solvent trustees only.(^) And in case of the bankruptcy of a sole trustee, under similar circumstances, the appointment 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. 1 It is one of the settled principles of courts of equity, that trustees shall not take advantage of their situation to obtain any personal benefit to themselves at the expense of their cestui que trusts. However, this rule does not extend to prevent a trustee from enjoying 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 thai trust.(S) And it is immaterial that the trustee is prevented from acting by age or infirmity.(e) But if the legacy be given to the trustee personally, without regard to the office imposed on him, he will be entitled irrespectively of his acceptance of the office. (d) And where a testator appointed two trustees, and gave them 100?. 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 1001. to each of the substituted trustees, " as a mark of his respect for them," the legacies to the first trustees were held not to be revoked by implication by the codicil, (e) (g) Gage v. 'Watmough, 10 Law Jour. N. S., Chanc. 234. (a) Vide post, Ch. [Allowances], p. 575. (6) Harrison v. Eowley, 4 Ves. 216 ; Stackpole v. Howell, 13 Ves. 421 ; Bead v. De- vaynes, 3 Bro. C. C. 95 ; Dix v. Reed, 1 S. & St. 239 ; Barber v. Barber, 3 M. & Cr. 688 ; Pigot v. Green, 6 Sim. 72 ; Calvert v. Sebon, 4 Beav. 222. (c) Hanbury v. Spooner, 5 Beav. 630. (d) Humberston v. Humberston, 1 P. Wms. 333 ; Cockerell v. Barber, 2 Russ. 585 ; Griffith v. Pruen, 11 Sim. 202 ; Christian v. Devereaux, 12 Sim. 264. (e) Burgess v. Burgess, 1 Coll. N. C. C. 367. 1 A trustee, after acceptance of a trust, cannot protect himself from liability for a a breach of his duties, by denying the title of his cestui que trusts, or the validity of the deed creating the trust. Godwin v. Yonge, 22 Alab. 553; Duncan v. Bryan, 11 Geo. 63. See post, p. 543, note ; State v. Merrill, 1 Chand. 258. OF THE DISABILITIES OF TRUSTEES. 803 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 himself — and 2dly, Where the purchase is effected by con- tract or agreement between the trustee and the cestui que trust. 1 In the first case, the disability is much more strictly enforced than in the other. Indeed, it was laid down by Lord Erskine, with regard 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 shown, that the r^coc-i fiduciary relation of the purchaser had absolutely ceased previ- ously to the purchase,(A) or that the purchase was made with the full concurrence and consent of the persons beneficially interested (who, in that case must, of course, have been competent 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.^) 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 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,(w) or in the name of another per- (/) In Morse v. Royal, 12 Ves. 372. [See Chronister v. Busfcey, 7 W. & S. 152 ; McConnell v. Gibson, 12 Illin. 128 ; Lewis v. Hillman, 3 H. L. Gas. 628.] (g) See Ex parte Lacey, 6 Ves. 625 ; Downes v. Grazebrook, 3 Mer. 208. [See ante, 159, note.] (h) Ex parte Bennett, 10 Ves. 393 ; Ex parte Lacey, 6 Ves. 626 ; Downes v. Graze- brook, 3 Mer 208. [Ball v. Carew, 13 Pick. 28 ; De Bevoise v. Sandford, 1 Hoff. C& 192.] (i) Downes v. Grazebrook, 3 Mer. 208 p Randall v. Errington, 10 Ves. 428. [Sea- Worthy v. Johnson, 8 Geo. 236 ; ante, 169, note.] (k) Campbell v. Walker, 5 Ves. 678. [See ante, 159, note; 168, note.] {I) See Campbell v. Walker, 5 Ves. 681, 2. [See Miehoud v. Girod, 4 How. U. S; 555.] (m) Campbell v. Walker, 5 Ves. 678 ; Ex parte Lacey, 6'Ves. 625 ; Lister v. Lister, lb. 631 ; Downes v. Grazebrook, 3 Mer. 200. [Ante, 158, 159, notes.] (») Campbell v. Walker, 5 Ves. 678 ; Lister v. Lister, 6 Ves. 631 ; Sanderson v. 1 See ante, 158, 159, notes. Where real estate in which the widow of a testator, who was one of his executors, was entitled to a life estate, was sold by the executors under the provisions of an Act of Assembly, and bought in for the widow, it was held that she was chargeable with the actual value of the property at the time of the sale, and not the price reported, and that her estate was liable for interest on such value from the time of her death. Holman's Appeal, 24 Penn. St. 175. 804 OF THE DISABILITIES 01 TRUSTEES. son as his agent. (o) 1 Moreover, it is unnecessary for the cestui que trust to show, that the trustee has obtained any profit or advantage by the purchase,(p) although that would, of course, be an additional 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 circum- stances 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 knowledge re- specting the trust estate, which a trustee may acquire, and which may be very useful to him, but the communication of which to the cestui que trust, the court can never be sure he has made.(r) On the other hand, a purchase of this nature, though voidable at the option of the cestui que trusts, will be enforced against the trustee, if that course be most for the benefit of the trust estate. And accordingly, the decree in these cases usually directs the estate to be put up for sale again, at the price given by the trustee ; and if more be bid, the addi- tional price will be for the benefit of the trust estate, but if there be no advance, the trustee will be held to his bargain.(s) A person who has been named a trustee for sale in an instrument, but who has never accepted or acted in the trust, is not a trustee ; and con- sequently he will not be disabled from purchasing the trust property.(f) Walker, 13 Ves. 601 ; Downes v. Grazebrook, 3 Mer. 200; [Beeson v. Beeson, 9 Barr, 279; Bostwick v. Atkins, 3 Comst. 53; Campbell v. Penn. Ins. Co., 2 Wharf. 53; Michoud v. Girod, 4 How. U. S. 557.] (o) Whelpdale v. Cookson, 1 Ves. 9 ; Campbell v. Walker, 5 Ves. 678 ; 13 Ves. 601 ; Downes v. Grazebrook, 3 Mer. 200 ; Randall v. Errington, 10 Ves. 423. (p) Ex parte James, 8 Ves. 348 ; Ex parte Bennett, 10 Ves. 393 ; Ex parte Lacey, 6 Ves. 627. (q) Pox v. Mackreth, 2 Bro. C. C. 400 ; Whichcote v. Lawrence, 3 Ves. 740. [r) Ex parte Lacey, 6 Ves. 226 ; Ex parte Bennett, 10 Ves. 394; [post, note (a;).] (s) Ex parte Beynoler, 5 Ves. 707 ; Ex parte Hughes, 6 Ves. 617 ; Ex parte Lacey, lb. 630 ; Lister v. Lister, lb. 631 ; Sanderson v. Walker, 13 Ves. 601. [McClure v. Miller, 1 Bail. Ch. 107 ; Thorp v. McCullum, 1 Gilm. 624 ; Ex parte Wiggins, 1 Hill's Eq. 354; Pitt v. Petway, 12 Ired. R. 69. Sollee v. Croft, 7 Rich. Eq. 34; Mason v. Martin, 4 Maryl. 124.] (t) Chambers v. Waters, 3 Sim. 42 ; Stacey v. Elph, 1 M. & K. 195. 1 Davoue v. Fanning, 2 J. C. R. 252 ; Hawley v. Cramer, 4 Cow. 717 ; Hunt t. Bass, 2 Dev. Eq. 292 ; Paul v. Squibb, 12 Penn. St. 296 ; Buckles v. Lafferty, 2 Rob. Va. 294; Michoud v. Girod, 4 How. 553; Lewis v. Hillman, 3 H. L. Cas. 629. But in Beeson v. Beeson, 9 Barr, 280, it was held, that a purchase by the trustee, through a secret agent, does not, of itself, render the sale absolutely void ; but that it did so only where there was actual fraud, as where it was used as a means of deceiving or mislead- ing the cestui que trust. OF THE DISABILITIES OP TRUSTEES. 805 *The same principles apply, although not with quite the same r* 5 Q 7 -i stringency, to contracts between the trustee and his cestui que ^ ^ trust, for the purchase of the trust estate. 1 In Coles v. Trecothick,(w) Lord Eldon said : " I agree the cestui que trust may deal with his trustee, so that the trustee may become the pur- chaser of the estate. But though permitted, it is a transaction of great delicacy, and which the court will watch with the utmost diligence : so much, that it is very hazardous for a trustee to engage in such a trans- action." And again, "A trustee may purchase 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 informa- tion acquired by him in the character of trustee." But " it is a diffi- cult case to make out, whenever it is contended that the -exception prevails, "(a;) Therefore, in all cases of purchases by trustees from their cestui que trusts, where the equity is not barred by acquiescence or confirmation, the court will carefully inquire into and sift all the circumstances, in order to ascertain the perfect fairness and propriety of the transaction ; and it will rest with the trustee to establish in evidence, that there was such a bona fide contract between them, as according to the rule just referred to, will sustain the purchase in a court of equity.(y) The court, if satisfied as to this evidence, will support the transaction.(g) But it is almost needless to add, that if any unfair advantage has been taken by the trustee, by withholding information, or other fraudulent dealing, the purchase will 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,(J) though the purchase will not necessarily be set aside on that account alone.(e) 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 trus- tee, as the knowledge of that fact might put him more on his guard ; and on this ground, where the trustee purchased and too.k the convey- («) 9 Ves. 244. {x) 9 Ves. 246, 7 ; and see Morse v. Royal, 12 Ves. 373 ; Ayliff v. Murray, 2 Atk. 59. [Boyd v. Hawkins, 2 Dev. Eq: 195, 329 ; Schwarz v. Wendell, "Walker, Ch. 267; Bryan v. Duncan, 11 Geo. 77; Parr v. Farr, 1 Hill's Eq. 390; Stuart v. Kissam, 2 Barb. S. C. 494; but see S. C. 11 Barb. S. C. 271 ; Allen v. Bryant, 7 Ired. Eq. 276.] (y) See Hunter v. Atkins, 3 M. & K. 135. (2) Coles v. Trecothick, 9 Ves. 234; Clarke v. Smith, 2 Ed. 134 ; Morse v. Royal, 12 Ves. 355. (a) Heme v K Meeres, 1 Vern. 465 ; Fox v. Mackretb, 2 Bro. C. C. 400 ; Scott v. Davis, M. & Cr. 87. (6) Morse v. Boyal, 12 Ves. 373. [Pugh v. Bell, 1 J. J. Marsh. 406.] (c) Coles v. Trecothick, 9 Ves. 234. 1 See ante, 156, 159, and notes. 806 OF THE DISABILITIES OF TRUSTEES. ance 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.(<2) For the same reason, a purchase by a trustee of an estate put up to pullie sale by the cestui que trust, might not be so easily supported, 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 infor- P^-qo-i mation ; consequently the same principle does not apply to mere *- dry trustees — *such as those for preserving contingent remain- ders — 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 him- self 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 other at arms' length, and will give effect to the sale, though made for an inadequate price. (g) 2 It is almost superfluous to add, that the rule of equity, interdicting the purchase of the trust estate by trustees, applies as much to one of several trustees as to a sole trustee. (h) 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. (d) Eandall v. Errington, 10 Ves. 423. (e) See Att.-Gen. v. Lord Dudley, Coop. 146. (/) Parkes v. White, 11 Ves. 226 ; and see Nayler v. Winch, 1 S. & St. 567. (g) Coles v. Treeothick, 9 Ves. 248. (h) Whichcote v. Lawrence, 3 Ves. 740. 1 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. Groom, 11 CI. & F. 684; Dobson v. Racey, 4 Selden, 216. 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 implication, 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. 2 In Monro v. Allaire, 2 Caines' Cas. 183, however, it was held that a Court of Equity will never aid a trustee, under any circumstances, to enforce such a purchase, though it might refuse to annul it. But this distinction, though unquestionably a valid one in general, can hardly be considered as one of universal application, in view of the modern authorities. See Salmon v. Cutts, 4 De G. & Sm. 131. OF THE DISABILITIES OF TRUSTEES. 807 Where the person, beneficially entitled, is sui juris, and has knowledge of the fraud committed against him, a purchase by the trustee may un- questionably be supported by a subsequent confirmation.(i) But, it has been said by Lord Eldon, that where the original fraud is clearly esta- blished, 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 transac- tion, the effect of which is to ratify that, which in justice ought never to have taken place.(A) 1 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.(Z) *However, the nature and effect of acquiescence and laches as a p^rgn-i bar to relief in equity have already been considered, and need •- * not again be discussed, (mf 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 trust, (n) 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 pur- chaser with notice, will have to account to the cestui que trusts for the rents and profits of the estate :{j>) and if he has been in actual occupa- tion of the property, he will be also charged with an occupation rent.(g) If the trustee have expended money in substantial repairs, and im- provements of the property, he will be allowed the amount, which will De added to the purchase-money.(r) 3 And if, on the contrary, the pro- (i) Clarke v. Swaile, 2 Ed. 134; Morse v. Royal, 12 Ves. 373, 4 ; Roche v. O'Brien, 1 Ball & B. 353. (k) Morse v. Royal, 12 Ves. 373, 4; see Carpenter v. Heriot, 1 Ed. 338. (I) Campbell v. Walker, 5 Ves. 680; Parkes v. White, 11 Ves. 221; Gregory v. Gregory, Coop. 201 ; Chalmer v. Bradley, U. & W. 59; Morse v. Royal, 12 Ves. 374. (m) Ante, p. 168, n. (») York Buildings Company v. Mackenzie, 8 Bro. P. C. 42 ; Lord Hardwicke v. Vernon, 4 Ves. 411 ; Ex parte James, 8 Ves. 351 ; Ex parte Bennett, 10 Ves. 400 ; Att.-Gen. v. Dudley, Coop. 146 ; Punbar v. Tredenuick, 2 Ball & B. 304. [See ante, 164, notes.] (o) Whelpdale v. Cookson, 5 Ves. 682, stated; Hall v. Hallett, 1 Cox, 134, 139 ; Ex parte James, 8 Ves. 351; Watson v. Toone, 6 Mad. 153. (p) Ex parte Lacey, 6 Ves. 630 ; Ex parte James, 9 Ves. 351 ; Watson v. Toone, 6 Mad. 153. (q) Ex parte James, 8 Ves. 351. (r) York Buildings Company v. Mackenzie, 8 Bro. P. C. 42 ; Campbell v. Walker, 5 Ves. 682 ; Ex parte Hughes, 6 Ves. 624; Ex parte James, 8 Ves. 352 ; Ex parte Ben- nett, 15 Ves. 400 ; Robinson v. Ridley, 6 Mad. 2 ; [Pratt v. Thornton, 28 Maine, 355 ; Beck v. Uhrich, 16 Penn. St. R. 499.] L " See ante, 159, notes. 2 See ante, 159, note ; 168, 169. notes. 3 That the trustee is entitled to reimbursement of the purchase-money paid by him, 808 OF THE DISABILITIES OP TRUSTEES. perty 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.^) 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 improvements. if) 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 purchase by him, under such circumstances, will be regarded as an improper dereliction of duty.(a;) The delay in filing the bill may also be material in con- n sidering the question of costs, (y) 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.^) 1 (*) Ex parte Bennett, 10 Ves. 401. (t) Baugh v.Price, 1 Wils. 320 ; see Kenney v. Browne, 3 Ridg. 518. [McKennan v. Pry, 6 Watts, 138.] (m) Downes v. Grazebrook, 3 Mer. 209, where the trustee received his costs. (x) Saunders v. Walker, 13 Ves. 601. (y) Att.-Gen. v. Dudley, Coop. 148 ; ante, p. 169 ; post, p. 564, [Costs.] (z) Ker v. Lord Dungannon, 1 Dr. & W. 509, 541 ; Killick v. Flexney, 4 Bro. C. C. 161 ; Parker v. Brooke, 9 Ves. 583; James v. Dean, 11 Ves. 392; 15 Ves. 236 ; Griffin v. Griffin, 1 Sch. & Lef. 352 ; Ex parte Hughes, 6 Ves. 617 ; Att.-Gen. v. Clarendon, 17 Ves. 500 ; [Davoue v. Fanning, 2 J. C. R. 258 ; Holridge v. Gillespie, Id. 30; Re Heager's Executors, 15 S. & R. 65 ; Galbraith v. Elder, 8 Watts, 94; Fisk v. Sarher, 6 Watts & S. 31 ; Wallington's Est., 1 Ashm. 310 ; Huson v. Wallace, 1 Rich. Eq. 7 ; McClanahan v. Hendersons, 2 A. K. Marsh. 388 ;] vide supra, p. 438. and for substantial repairs, see Davoue v. Fanning, 2 J. C. R. 252 ; Ward v. Smith, 3 Sandf. Ch. 592 ; Quaekenbush v. Leonard, 9 Paige, 344; McClanahan v. Hendersons, 2 A. K. Marsh. 388 ; Matthews v. Dragaud, 3 Desaus. 25 ; TBuckles v. Lafferty, 2 Rob. Va. 294 ; Scott v. Freeland, 7 Sm. & M. 410 ; Mill v. Hill, 3 H. Lds. Cas. 828; Spindler v. Atkinson, 3 Maryl. 410 ; Mason v. Martin, 4 Id. 124; 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 ; Gunn v. Brantley, 21 Alab. 633. ' 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 doDe for the benefit of the cestui que trust, and not for the benefit of the trustee. Davoue 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 McCord'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. Mc- Coll, 5 Alab. 314; Butler v. Hicks, 11 Sm. & M. 78; Davis v. Wright, 2 Hill, S. C. 560 ; Vorhees v. Stoothof, 6 Halst. 145 ; Saeger v. Wilson, 4 Watts & S. 501 ; Heager's Exrs., 15 S. & R. 65 ; Leisenring v. Black, 5 Watts, 303 ; Oeslager v. Fisher, 2 Barr, 467 ; Conger v. Ring, 11 Barb. S. C. 356 ; Miller v. Holcombe, 9 Grattan, 665. See Stuart v. Kissam , 1 IBarb. S. C. 271 ; notes to Keach v. Sandford, 1 Lead. Cas. Eq. 55, 1 st Am. Ed.] If, therefore, the trustee makes any contract, or does any act connected with the trust estate for his own benefit, he will nevertheless, be decreed responsible for all advantages to his cestui que trust, as upon an implied trust. Thus if a trustee should purchase a OF THE DISABILITIES OF TRUSTEES. 809 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 reasons for this rule : 1st, That his holding that situation would he inconsistent with the duty of a trustee, who ought to check and control the receiver in his management of the estate, and 2d, That a trustee is hound to give his ^services for the benefit of the trust estate without any emolument. (a) And the same rule applies to one of several L J trustees.(J) However, where there are any special circumstances recommending 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 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.(e) 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 requiring the appointment of either of the trustees. According to the report of the case, however, the atten- tion of the court does not seem to have been drawn to the objection (a) Anon. 3 Ves. 515 ; v. Jolland, 8 Ves. '72 ; Sykes v. Hastings, 11 Ves. 363 ; Sutton v. Jones, 15 Ves. 584; see Morison v. Morison, 4 M. & Cr. 216. [But see post, p. 574, note.] (6) v. Jolland, 8 Ves. 72. (c) Hibbert v. Jenkins, 11 Ves. 363, cited. lien or mortgage on the trust estate at a discount, he would not be allowed to avail himself of the difference ; but the purchase would be held a trust for the benefit of the cestui que trust: Green v. Winter, 1 Johns. Ch. E. 26 ; Van Horn v. Fonda, 5 Johns. Ch. R. 409 ; Bvertson v. Tappen, Id. 514 ; [Matthews v. Dragaud/3 Desaus. 25 ; Me- Clanahan v. Hendersons, 2 A. K. Marsh. 388; Butler v. Hicks, 11 Sm. & M. 78 ; Gid- dings v. Eastman, 5 Paige, 561 ; Matter of Oakley, 2 Edw. Ch. 478 ; Irwin v. Harris, 6 Ired. Eq. 221 ; Strong v. Willis, 3 Florid. 124; Crutchfield v. Haynes, 14 Alab. 49. A creditor, who afterwards becomes trustee, may, however, buy 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 proceeeding by the cestui que trust against himself: Att-Gen. v. Hardy, 1 Sim. N. S. 338. See South Baptist Society v. Clapp, 18 Barb. 35.] 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. Hol- ridge 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. I 324, &c. : [partners, Anderson v. Lemon, 4 Selden, 236 ; tenants in common, parent and child, husband and wife ; Weaver v. Wible, 25 Penn. St. 270 ; Church v. Church, Id. 278.] 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 tribunal of Justice. See, also, the case of Delamater's Estate, 1 Wharton's Rep. 362. — T. [A trustee can obtain no advantage by a confusion of the trust funds with his own ; it then becomes his duty to show clearly how much is his own. Seaman v. Cook, 14 Illinois, 505.] 810 OP THE DISABILITIES OE TRUSTEES. against the appointment of a trustee to such an office.(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. (/)' But he may with his own consent be examined by a defendant, on an order being obtained for that purpose.^) But a defendant trustee, who has no personal interest in the event of the suit, is a competent witness, and it is a motion of course to examine him as such.(A) And in this respect there is a difference between trustees and executors, who can- riot be examined as witnesses in a cause relating to their testator's estate.(i) 2 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.(fc) 3 And for the same rea- son the testimony of a trustee's wife will be equally inadmissible under similar circumstances. (I) The disability of trustees to delegate the office to another comes also within the subject now under consideration. The administration 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 con- tinue responsible for all the acts of the person so substituted, (m) 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 (d) Tait v. Jenkins, 1 N. C. C. 492. (e) Sutton v. Jones, 15 Ves. 587. (/) Phillips v. Duke of Buckingham, 1 Veru. 230 ; v. Fitzgerald, 9 Mod. 330. {g) Armiter v. Swanton, Ambl. 393. (h) Man v. Ward, 2 Atk. 228 ; Goss v. Tracey, 1 P. Wins. 290 ; Goodtitle v. Wel- ford, 1 Dougl. 140; Bettison v. Bromley, 12 East, 250; Phipps v. Pitcher, 6 Taunt. 220 ; see 1 Ball & B. 100, 414. [Hawkins v. Hawkins, 2 Car. L. Rep. 627 ; Hodges v. Mullikin, 1 Bland. 503 ; Neville v. Demeritt, 1 Green, Ch. 321.] (i) Croft v. Pike, 3 P. Wms. 182 ; Fotherby v. Pate, 3 Atk. 604. (k) Frank v. Mainwaring, 2 Beav. 126; see Smith v. Duke of Chanios, Barn. 416. (1) Frank v. Mainwaring, 2 Beav. 126. (m) Chalmers v. Bradley, 1 J. & W. 68 ; Adams v. Clifton, 1 Russ. 297 ; Wilkinson v. Parry, 4 Buss. 272 ; Hulme v. Hulme, 2 M. & K. 682. [See ante, 175.] 1 See ante, 277, and note ; and Hardwiek v. Hook, 8 Georgia, 354 ; Southard v. Cushing, 11 B. Monr. 344. 1 See Cochran v. Cochran, 1 Yeates, 134; DehufFv. Turbett, 3 Id. 157; Vansant v. Boileau, 1 Binn. 444 ; Hunt v. Moore, 2 Barr, 105 ; Osborn v. Black, Spear's Bq. 431 Mclntyre v. Middleton, 1 Sm. & M. Ch. 91 ; Abbott v. Clark, 19 Verm. 444; Fort v, Gooding, 9 Barb. S. C. 371. But where an administrator plaintiff releases his commis sions, and is released from costs, and there is no suggestion of the possibility of a devas tavit, he is a competent witness, in Pennsylvania. Anderson v. Neff, 11 S. & B. 208 ; King v. Cloud, 7 Barr, 469. 3 Donalds v. Plumb, 8 Conn. 447. As to the necessity of a release of commissions, where such are allowed by law, see King v. Cloud, 7 Barr, 467. OP THE DISABILITIES OE TRUSTEES. 811 will not be justified in committing the entire management of the trust to *him.(») And we have already seen, that even as between pe^i-i 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 ministerial acts — such as the sale (^f 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 retains the supervision and control over the person so employed.(p) Although, if the trustees suffer 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') Erom 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 as- signment inter vivos. 1 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 beneficial thing to devise an estate, which is vested in him in that character. 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 accordance with the devise made to him. If he devises the estate, I am 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 be borne by the assets of the trustee. I see no substan- tial distinction between a conveyance by act inter vivos and a devise, for the latter is nothing but a post-mortem conveyance : and if the one is unlawful, the other must be unlawful." In the case in which these ob- servations 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 execute the trust for sale, as it was not limited to the assigns of the original trustees. It will be ob- served, that his Honor's observations, which have been stated above, as to the general incapacity of trustees to devise the trust estate, were not required for the decision of the case, and are therefore clearly extraju- (m) Chambers v. Minchin, 7 Ves. 196 ; Ex parte Townsend, 1 Moll. 139 ; Turner v. Corney, 5 Beav. 515. (o) Ante, p. 309, [but see in note.] (p) Ex parte Belchier, Amb. 219 ; Bacon v. Bacon, 5 Ves. 335 ; Clough v. Bond, 3 M. & Cr. 497. [See ante, p. 474, and note.] {q) Ex parte Townsend, 1 Moll. 139. (r) Cooke v. Crawford, 13 Sim. 97. 1 But see ante, p. 283, note (1). 812 OF SUITS BY TRUSTEES. dicial. 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 settled that a general devise 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 jonly to the devise of a mere dry legal estate, and not to active and discretionary duties and powers. More- over, with great deference to his Honor's opinion, which within the writer's r* secus, if he has ^cepted 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 checks 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, 310, 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 receives part of the trust-money, liable for the whole, 313. liability of one, who acts on false representations of co-trustees, ib. where they 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. INDEX. 881 \ CO-TRUSTEES.— Continued. liability of, for the other's acts discharged by acquiescence of cestui que trust, 314. 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. trustees 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 title in cestui que trust, 65. direct fiduciary expressions requisite for the, ib. what expressions will be sufficient, ib. 6,6. by the effect of precatory words. [See Precatory Words.] VI. by voluntary dispositftn. [See Voluntary Creation of Trust.] 82. by implication or construction of law. [See Resulting Trust, and Constructive Trust.] 91. by substitution in the place of those already created. [See New Trustees.] 190. CREDITORS: voluntary conveyance in trust for, how far binding, 82. transaction between one, and the debtor in fraud of the'other creditors, raises a con- structive trust. [See Fraud.] 163. constructive trust in favor of, not barred by acquiescence, 168. trust deeds for benefit of. [See Debts.] 336. may be trustees under a deed for payment of grantor's debts, 343. doctrine of election does not apply to, 349. by specialty have no preference over those by 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 cypres, 333. trusts for charity executed cypres. When ? 462. D. DEBTS : [See Chose in Action — Creditor.] 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. QucereP '242. proof of, by one of several co-trustees, 308. trust deed for the payment of, when binding on all parties, 336. not within Stat, of Fraudulent Devises, ib. n. 56 882 INDEX. DEBTS.— Continued. _ _ trust deed, not within stat. 13 Bliz. 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 payments 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. effects 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 payment of, created by will, 344. can only be treated as to real estate, ib. real estate charged with debts by a general direction for their payment. When 1 ib. 344. a charge so created, rebutted. When ? 345. effect of devisees of the realty being also appointed executors, 347. 1 effect of a particular part of the realty being expressly charged, 346. devises for the 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 estates primarily liable notwithstanding a trust for payment of, out of real estate, 350. 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 personably 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, 358. 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. INDEX. 888 DEEDS : [See Title-Deeds.] made through mistake or ignorance, relieved against. When ? 149. _ persons fraudulently preventing the execution of, will be constructive trustees. [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 must be 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 OP A TRUST : disability of trustees to make, 175, 540. where the delegation is made by devise in a will, 541. DEVISE : effects 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. Qucere ? 284. whether personal estate held in trust will pass by a general gift, 287. whether trustees may delegate a subsisting trust by devise. Qumre ? 283 n., 473, 541. 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 — Lunatic — 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 Removal.] 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 feme coverie trustee may disclaim by deed. Qicceref 223. how it may be 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. #84 INDEX. DISCLAIMER.— Continued. a deed-poll the proper mode of making 1 , 224. 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. secus, 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. unless there is mala fides, ib. 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 — Securities- 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 a person 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. INDEX. 885 ESCHEAT.— Continued. 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 personalty as against the heir, 271. though the estate has been actually converted, the crown will not take, ib. ESTATE OP 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 uses, ib. 3d, by construction, in order to tfie due performance of the trusts. [See Legal Estate.] 231. extent and duration of, when created by will, 239. duration of trustee's estate coextensive 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. 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. where 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 will not prevent the restriction 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, administrators, and assigus, ib. whether a devise to trustees without words of limitation, trust to pay debts, &c, passes a fee or a chattel interest. Qucere ? 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, followed 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 constructively re- stricted to a smaller interest. Qucere f 248. whether an estate given them without words of limitation, may be enlarged. Quaere? 251. a partial estate expressly given cannot be enlarged. Semble, ib. reconveyance or surrender of, presumed. When ? [See Reconveyance — Sur- render — 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. 8SB INDEX. ESTATE OP TRUSTEES.— Continued. 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. not 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, Disability.] 287. of the legal devolution of, 303. on death of sole or last surviving, devolves on heir or personal representative, ib. EVIDENCE : [See Parol Evidence.] 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. 1 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 him a trustee of residue undisposed of, 123. secus, if the residue were expressly given to him, ib. effect of 1 Will. IV, c. 40, on the claim of, to residue undisposed of, ib. purchaser from, with knowledge of its being a devastavit, affected with a construc- tive 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, ibi 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 unteehnical 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. INDEX. 887 FATHER: [See Parent.] FELON : [See Attainder — Escheat — Forfeiture.] 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. 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 conveyance 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 estate 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 op.] parol trust of land established in case of. [See Parol Trust.] 59. parol evidence admissible to prove trust in cases of, 60. effect of, in creating a constructive trust, 144. four classes of, 145. j 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 ignorance, 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, 147. 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. Quaret 149. conveyance to bona fide purchaser not set aside for_mistake 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.J 153. purchases of reversions generally. Quceref [See Reversion.] ib. 888 INDEX. FRAUD. — Continued. 3d, fraud arising from the circumstances and condition of the contracting parties, 153. transactions with persons non compotes mentis, 154. or with persons of weak intellect, ib. 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. J ib. conveyances by a woman on point of marriage. [See Husband.] ib. transactions contrary to law or public policy, 1 64. terms on which relief is granted, ib. gifts upon a secret trust for illegal purposes, ib. purchases from a trustee with notice of a 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 against a claim, ib. 168. delay in prosecuting a claim founded on, not favored. [See Acquiescence — 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, 6>1. 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, 42& 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. odex. 889 FUNDS: investment in. [See Investment — Stock.] 376. G. GUARDIAN. [See Infant— Ward.] 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, 142. unless it be testator's intention to effect an absolute conversion. [See Conver- sion — 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 ; 205, 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 funds ,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 reduction, 416. nor an assignment for valuable consideration of reversionary interests, ib. effect of assignment for valuable consideration of interests not reversionary, 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 children, 418. effect of a decree for a settlement 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. 890 INDEX. HUSBAND.— Continued. disposition by wife of separate estate in his favor, good, 425. payment by trustees of wife's income to Mm, 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 — Mistake.] 149. ILLEGAL PURPOSE : trust 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 be sufficient 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 right to require an, when requested to convey, 580, 581. clause of, in deeds of trust, 314, 528. 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 op.1 192, 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 Will. 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. Qucere f 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 fuud 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. except for necessaries. Semble, 399. power of trustees to make advancements for. [See Advancement.] ib. INDEX. 891 / INFANT.— Continued. power 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 improvements, 404. duty of trustees for, to accumulate income. [See Accumulation.] 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 Fraud,] 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 trusts 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 soy ib. three per cents, the proper investment, ib. whether real securities are proper. Quaere ? 377. purchase of land improper, unless specially authorized, ib. investment on leaseholds improper, 378. or in South Sea, Bank, or India stock, ib. or in canal or railway 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. 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. 892 INDEX. INVESTMENT.— Continued. 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 trustee to give information as to the investments, ib. IRELAND : effect of 4 & 5 Will. IV, c. 29, authorizing investment on real securities in, 370. J. 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, 150. appointment of new trustees in place of one out of the, 202. who considered 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 Resulting Trust.] 134. LEASE : a trust to, gives trustees the legal estate, 232. secus a mere power to lease, ib. a devise in trust to, requires the legal fee to be invested in the trustees, 242. a devise in trust to lease, without any words of limitation, enlarged to a fee, ib. power of trustee 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 term to be granted, ib. leases for lives when supported, ib. 464. or for long term of years, or in reversion, or with covenants for renewal, 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 must 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. 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 lifev Duties of trustees to convert. [See Conversion.] 386, 437. trustees of, how far liable for rents and covenants, 432. INDEX. 893 LEASEHOLDS.— Continued. duty of trustee to renew, where there is no express trust to do so, 432. 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. Quaere f ib. 436. by insuring lives of cestui que vie, 436. relative liabilities of cestui que trusts, for life and in remainder to contribute 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 the payment of. When 1 363. 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. 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 Reconvey- ance.] 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 pok Life.] LIMITATION, STATUTES OP: [See Delay— Time.] 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. 894 INDEX. LIMITATION, STATUTES OF -.—Continued. their application to constructive trusts, 265. cestui que trust 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, 319, 504. trust in a deed or will for payment of debts prevents, from running, how far? 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, 511. 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. right 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, Quaere, 402. payments by a trustee for, of infant without an express power when allowed, ib. 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 td ascertain the propriety of allowing, 402. MAJORITY : [See Co-Trustees.] 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. INDEX. 895 MARRIAGE— Continued. proof of, unnecessary in a suit by a feme to obtain a conveyance from the trustee of ber 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 sufficient 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. Quaere? 223. conveyance by a trustee, how to be executed, 287, 296. her trust estate vests iu 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. where property under value of 2002., or 102. 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. exceptions to that rule, 412. equitable right of, to a settlement not applied to foreigners, ib. husband entitled to her income, though he refuses to make a settlement, 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 coverture, ib. effect of a decree for a settlement upon her title to take by survivorship, 418. nature and effeet 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. 896 INDEX. MARRIED WOMEN.— Continued. 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 followed, • 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 a trustee, ib. trustees need not join in a disposition by her, separate estate, 425. disposition by her in favor of her husband,^ood, ib. payment by trustees of her separate income to her husband, how far good, 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 Fraud.] 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 constructive trustee. [See Fraud.] 146. MISTAKE : instruments executed through, relieved against. When ? 148. where of law and not of fact. Qucere f [See Deeds — Fraud — Ignorance.] 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 sufficient interest to redeem, 277. trust to invest in, how to be executed, 368. whether investment in, is proper without a special authority. Qucere ? 377. when it \s 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, objects to be regarded in framing it, ib. INDEX. 897 NEW TRUSTEES.— Continued. 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 other trustee, 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 maybe appointed in the place of a large number. Quaere t 1801 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 num- ber, 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. 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 trus- tees, 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, c. 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 apppintment of new trustees, ib. 195. 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. 57 898 INDEX. NEW TRUSTEES.— Continued. 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 proceeding in that case, ib. II. On infancy of existing trustee, 201. extent and application of the act, and the mode of proceeding 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 stated 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 proceeding by petition under it in these cases. [See Petition.] ib. 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. QuazretlU. 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 OP KIN : no conversion as between, and heir-at-law claiming by resulting trust. [See Con- version — 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 without 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. INDEX. 899 OUTLAW: may create a trustee. How far ? 47. P. PATENT : purchase by, in name of a child on advancement. When? [See Advancement — Resulting Trust.] 97. gifts to, 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 Advow- son.] 442. PARLIAMENT, ACT OP : jurisdiction of Court of Chancery over trustees created by, 61. trustees created by, removed by tbe 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 pur- chases. Quaere? 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. admissible in favor of the grantee to rebut the trust, 113. in cases of gifts upon trusts, which are ineffectually declared, admissible to support the beneficial claim of the trustee in opposition to a re- sulting 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 resulting trust, ib. contemporaneous 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 tbe 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. nr 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. 900 INDEX. PAROL TRUST.— Continued. what may be the subject of a parol {rust, 55. 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. 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 sufficient proof to satisfy the Statute of Frauds. [See Frauds, Sta- tute 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 an allowance for carrying on the business, 574. must not continue to employ the trust assets in the business without a special autho- rity, 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 — Conversion- 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.] INDEX. 901 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. i 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. 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? 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. Quaere f ib. distinction, where the donee of the power takes an absolute estate, and where only a partial beneficial 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. a 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. not enforced as a 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 Reconveyance*] 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 ? [See Re- sulting 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 acquiescence, ib. 539. 902 INDEX. PURCHASE.— Continued. terms on which the purchase will be set aside, 538, 539. allowance to the trustees for repairs and improvements, ib. 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 sufficient 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 justice of the peace, or to shoot game, &c, 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 must 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 sufficient reason itself, ib. secus, when joined with other circumstances, 257. what other circumstances sufficient for that purpose, ib. 258. reconveyance of the/ee, 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. 903 RECONVEYANCE.— Continued. whether omission to notice a term is a sufficient reason for presuming its surrender. Quaere? [See Surrender.] 261. 3d, it must be in favor of a just title, 262. in whose 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 que trust, requisite 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 a 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 copy- holds and renewal of leaseholds, 436. not prejudiced by acquiescence in a breach of trust, 266. REMOVAL : of trustees, decree 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: trusts 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, c. 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 layout money in, 429, 571. trusts 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. RESIGNATION OP THE TRUST : not permitted in general without sufficient reason, 554. Quaere f where there is a power to appoint new trustees, ib. 904 INDEX. 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 purchases by partners, ib. exception, in cases 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 nominee, ib. where the purchase will be an advancement, and not a trust for the purchaser* [See Advancement.] ib. II. Where there is a voluntary conveyance without any trusts declared. [Se9 Voluntary Conveyance.] 106. III. Where there is a 'disposition of property upon trusts, which are not declared, or are only partially declared, or fail, 113. 1. Where the trusts are not declared, 114. or referred to, as thereafter declared, and no declaration is made, ib. 2. Where the trusts are ineffectually 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 residue 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 resulting 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 resulting trust. [See Conversion.] 127. exception to general doctrine of resulting trusts in cases of charity. [See Charity.] 128. 4. Where the trusts declared are void or lapse, 134. trusts in remainder not accelerated by failure of preceding ones, 135. 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 bequest, ib. unless the residuary gift itself fail, ib. secus as to real estate before 1 Vict. c. 26 ; 1 36. distinction between residuary gifts of real and personal estate abolished by that act, ib. INDEX. 905 RESULTING TRUST.— Continued. resulting trust excluded by a substitutionary gift, 136. whether a charge that fails will result, or sink for the benefit of the donee, it- 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 resulting trust on failure or lapse of the particular trust. [See Conversion— Heir — Next op 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 trustees 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 of rents and profits, 355, 366. power of, given to trustees. may be 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. Qucere? 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 contemplation, ib. whether power exercisable after the determination of the trusts, ib. where the trust is determined as to part of the estate, ib. unlimited power of sale how far valid, 475. 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. 906 INDEX. SALE. — Continued. how the power is to be executed, 478. prescribed forms must be observed, ib. effect of conditional powers of sale, and their impolicy, 4T9. 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 affected 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? ib. covenant by trustees to indemnify husband from wife's debts, how far requi- site, 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. 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. Qucere? 49. in cases of escheated trust property, 50. in other cases. Qucere? 51. may be 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 for- feiture of cestui que trust, 271. INDEX. 907 SOVEREIGN, THE.— Continued. but cannot call for, or benefit by, the conversion of real estate into personalty, 271. 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 concurrence 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? 445. remedy on incapacity or refusal of trustees to transfer or pay dividends, ib. effect of reduction by act of Parliament of, held in trust, ib. allowance to trustees ijf brokerage on transfer of, 446. STRANGERS : whether a power enforced as a trust in favor of. Quceref 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. 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. 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, 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. 908 INDEX. SURRENDER: of a term assigned to attend, whether it will be presumed. Qu.ce.re t [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. Qwzre? 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. 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 securi- ties. [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, quw ipso usu consumuntur, 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. Quceref 256. effect of omission to notice, for a long period, 258. no distinction between one expressly assigned to attend, and one at- tended 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. INDEX. 909 TERM.— Continued. becomes attendant either by express declaration, or by construction of law, 324. 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 — Acquiescence — Limitation, Statutes op.] when a sufficient reason for presuming a reconveyance by a trustee. [See Recon- veyance — 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 disability, 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. 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. 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. restricted 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 of 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. 910 INDEX. TRUSTEE.— Continued. 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 tru$t. [See At- tainder — 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 — Posses- sion.] 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 used iu actions respecting the title at law, 317. may purchase the trust estate, 158, 317, 493. cannot traverse an inquisition, 275. may be receiver or consignee of trust estate, 539. has no right to possession of title-deeds, 271, 428 TRUSTEE CO-: [See Co-Trustee.] TRUSTEE INDEMNITY CLAUSE, 315, 528. TRUSTEE, NEW : [See New Trustee.] u. USE : [See Estate — Legal Estate — Trust.] 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 limitations im- material 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. Quaere t 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 part of the 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, INDEX. 911 VOLUNTARY TRUST.— Continued. 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. 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 iu 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. THE FULLEST, THE LATEST, AND THE BEST REPORTS OP THE COMMON LAW COURTS OF ENGLAND, Containing the Cases decided in the Queen's Bench, Common Bench, and Nisi Prius Courts, from 1813 to 1857, and in the Court of Exchequer and Exche- quer Chamber, from 1824 to 1857, are found in The REGULAR, and AUTHORITATIVE Series of the ENGLISH COMMON LAW ENGLISH EXCHEQUER REPORTS, Which present the following claims to the support of the profession : 1. They are the only semes issued as the authoritative and acknow- ledged medium by which the decisions of the Law Courts of England are made public. 2. 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Form and obligation generally. X. Protest. (a) What is a Bill of Exchange. XI. Notice of dishonour. (6) What is. a Promissory Note. (a) Notice by any party accrues (c) Place of making. to benefit of all. (d) Place for payment. lb) Who entitled to notice. («) Parties to. (c) Due diligence in giving * (/) Other matters relating to. notice. II. Alteration of. (d) Manner of giving notice. HI. The stamp. (e) Form of notice. IV. The acceptance. (/) Proof of notice of dishonour. V. Presentment for acceptance. (g) Want of notice, how excused. VT. Acceptance supra protest. XII. Bankers. VII. Transfer. (a) Liability, where taking lost VIII. Presentment for payment. or stolen note. la), Generally. (6) Payment of forged bill or (6) Time within which Bills, check. Notes, and Checks, must (c) Payment of checks and bills, be presented. (d) Liability and duty in other (c) Place at which presentment respects. must be made. (e) Lien of bankers. {d) The hours within which pre- (/) Interest. sentment for payment (ti *W