Ballard v. Carter

22 Mass. 112
CourtMassachusetts Supreme Judicial Court
DecidedMarch 15, 1827
StatusPublished

This text of 22 Mass. 112 (Ballard v. Carter) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ballard v. Carter, 22 Mass. 112 (Mass. 1827).

Opinion

The opinion of the Court was drawn up by

Parker C. J.

The demandants claim one sixth part of the tenement described in the writ, by descent from John Ballard, their grandfather, who died seised thereof; and they have a right to recover according to their demand, unless the same passed by the will of John Ballard to Sally Carter, wife of the tenant, and to John and Joseph Ballard, by the residuary clause in the will. The tenement demanded had not been devised, except by this residuary clause, and provision was made by legacy or devise, for all his children and grandchildren, in the will. So that if this were his estate at the time of making the will, as it was at the time of his death, there is no doubt it would have passed to the residuary devisees. The objections to the title under the will are, to be sure, of a technical character, but the rules on this subject have [114]*114oeen too long established to allow us to depart from them in order to seek foi ti.e probable intent of the testator.

Without doubt, in most instances of wills which purport a disposition of the whole estate of the testator by particular bequests and a general residuary clause, it is intended to dispose of all of which the testator is the owner at the time of his death, without distinguishing between that real estate which he may own at the time of making the will, and that to which he acquired a title afterwards ; and yet the rule is explicit and inflexible, that real estate acquired after making the will goes to the heirs as undevised estate ; and this rule seems to have been founded on the interest which the law always takes in heirs, otherwise the same rule would apply to subsequent acquisitions of personal estate.1 The claim of the devisees therefore must be tried by this rule, and must stand or fall as it may be affected by it. If the title of the testator under the deed of Wier, which was executed on the 31 st of March, 1819, is to be considered distinct from and independent of the mortgage of the same premises, which he previously held, then it is clear that it is undevised estate But as the testator was mortgagee of the same premises under a deed from Wier, which was executed long before the making of the will, and continued to be mortgagee after the making of the will, down to the time of the execution of the absolute deed, a question somewhat of an intricate nature arises as to the operation of the will under these circumstances. In settling this question we must reject the treaties and conversations which are stated in the case, as they can have no legal effect on the title of the testator under the deeds, parol evidence being wholly inadmissible in that view.

Now with respect to the mortgage, we think the right of the testator would have passed to the devisees under the general clause, if it had continued in the same form to the [115]*115time of bis death ; for whether this conveyance is to be considered a mere pledge or security for money, or as giving a title to land so as to constitute real estate in the hands of the testator, it must be considered as devised under the words, “all my estate, whether real or personal, which may remain,” See. This, however, according to some of the authorities, might be questioned. In 3 Ves. jun. 348, it was determined, that the legal estate of a mortgagee in mortgaged premises did not pass by a general residuary devise of all his estate and effects whatsoever and wheresoever. So in 1 Atk. 605, it was decided, that by a devise of all lands, tenements and hereditaments, a mortgage in fee should not pass. But in 2 P. Wms. 198, it is held, that a devise' by a trustee of all the rest of his real estate, will pass the trust estate, and in th,e note of Butler to Co. Lit. 203, (note 96,) it seems to be considered by that learned editor, that a mortgage will pass under such a devise, and the cases of Marlow v. Smith, 2 P. Wms. 198, and Attorney-General v. Philips, are cited. It would be a fruitless task to go over all the cases in the English books on this subject, with a view to reconcile them. It is enough for us, that under the terms of the residuary clause in this will, it being expressly a devise of both real and personal estate, we are satisfied that this estate would have passed, had it remained unchanged until the death of the testator.1

But then the case is met by another objection not less formidable, which, if not surmounted, is fatal to the title of the devisees. If the mortgaged estate is to be considered as at an end, and the mortgage discharged or cancelled on the 31st of March, when the notes were given up and the absolute deed given, then clearly there was a new purchase, and according to the first proposition, which we suppose is not disputed, the estate is undevised. But admitting that the interest conveyed by the mortgage continued, so that the absolute deed is to be considered as a purchase of the equity of redemption only, operating by way of release, so that the

[116]*116title is now held under the two deeds, this will not remove the difficulty, for according to the authorities, this would be a revocation of the devise of the mortgage, supposing that to nave passed under the will. On this subject of revocation there seems to have been an excessive degree of refinement in the English books, as well as some contradiction; and so t has been thought by Lord Chief Justice Eyre and Lord Mansfield, as appears in the case of Goodtitle v. Otway, 1 Bos. & Pul. 576, and the case of Swift v. Roberts, 3 Burr. 1491. Still one principle runs through all the cases, and is admitted by all the judges, as well those who quarrel with, as those who support the doctrine of revocation to the extent to which it has been carried, and that is, that the devisor must be seised of the same estate at the time of his death, that he was seised of when he made his will, to make it a good devise. In other words, that any alteration in the estate after the making of the will, amounts to a revocation. Lord C. J. Eyre admits this in his very able argument in the case of Goodtitle v. Otway, in which he combats with great force the opinion adopted by the other judges of the Court of Common Pleas and by the Court of King’s Bench on error. And Lord Mansfield, though he considers the doctrine of revocation to have been carried to an inconvenient, if not an absurd extent, admits the same principle. Doe v. Pott, 2 Doug. 722. In assenting to this doctrine, we would understand by any alteration of an estate, a material alteration; one which changes the nature and effects of the seisin of a testator ; for there are some cases in the books, which we should not incline by anticipation to adopt as law here, especially as some very eminent judges in England think that a very harsh doctrine is established by them. To say that alterations for the express purpose of giving effect to wills should be held a revocation, as is laid down in Cruise’s Dig. tit. Devise, c. 6, § 48, et seq., appears somewhat paradoxical. So of the conversion of an estate tail into a fee by common recovery, the testator supposing, wdien he made his will, that he had a fee ; so of parting with an estate, though but for an instant, and taking back the same estate; all which are held to be t evocations ; and even the conveyance of an estate to another [117]*117to the use of the testator, which in fact gives him the same estate he had before.

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Bluebook (online)
22 Mass. 112, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ballard-v-carter-mass-1827.