Bergland v. Owen

48 App. D.C. 26, 1918 U.S. App. LEXIS 2348
CourtCourt of Appeals for the D.C. Circuit
DecidedMay 6, 1918
DocketNo. 3118
StatusPublished

This text of 48 App. D.C. 26 (Bergland v. Owen) is published on Counsel Stack Legal Research, covering Court of Appeals for the D.C. Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bergland v. Owen, 48 App. D.C. 26, 1918 U.S. App. LEXIS 2348 (D.C. Cir. 1918).

Opinion

Mr. Chief Justice Smytii

delivered the opinion of the Court:

It must be conceded that the will upon its face discloses a clear intention upon the part of the father to give to his daughter, Mrs. Hilbus, only a life estate, and that upon her death the legal title should pass to her heirs, who he believed would be hpr children. It is therefore our duty to respect and enforce this intention unless we are prevented from doing so by some inflexible rule of law.

Appellant says that the trust created was a passive one, and that under the Statute of Uses, 27 Hen. VIII. chap. 10, it was executed in Mrs. Hilbus and the legal title thereby vested in her. On this ground alone, the right of the plaintiffs is challenged. Appellant concedes, as he must, that the trust was made for the purpose of protecting the property rights of Mrs. Hilbus in case she should marry again, but asserts that it was not necessary, and accomplished nothing in that regard, because, as he claims, under the Married Woman’s Act of 1869 (16 Stat. at L. 45, chap. 23), she, as a married woman, would have all the protection afforded by the trust, and therefore since the trust was not necessary, no matter what its purpose, it is not saved from the operation of the Statute of Uses. In other words, that under that statute Mrs. Hilbus acquired a ■ legal title in fee simple, and consequently was able to convey it to the appellant’s grantor.

Because of the common law which gave a husband the man[29]*29agement and control of his wife’s property, equity many generations ago, desiring to protect her property against the husband’s interference, raised an estate for her sole and separate use. This estate was governed in many particulars by rules differing from those which were incident to ordinary legal and equitable estates. Bispham, Eq. 9th ed. sec. 98. It was created by a conveyance in trust either to the wife, in which case the husband became trustee, or to a trustee for her separate use. In either event, it was free from the husband’s control. Id. sec. 99. The wife had in it just such an interest as the settler of the trust prescribed, — no more, no less. Estates of this character arose, in the language of the Supreme Court of the United States, “solely out of the intent of the party who created them, and therefore such intent could be the only guide in the execution of them.” Green v. Green, 23 Wall. 490, 23 L. ed. 77; see also Pennsylvania Co. for Ins. on Lives v. Foster, 35 Pa. 136. In the case of trusts generally the Statute of Uses executed the use in the cestui que trust where the trust was dry or passive. McKenzie v. Sumner, 114 N. C. 425, 19 S. E. 375; Tappan’s Appeal, 55 N. H. 317; Greene v. Greene, 125 N. Y. 506, 21 Am. St. Rep. 743, 26 N. E. 739.

There seems, however, to be a dispute among the old authorities as to whether or not this rule applied to estates created for the protection of a feme covert. In Ware v. Richardson, 3 Md. 505, 549, 56 Am. Dec. 762, an illuminating opinion, the Maryland court of appeals said: “Most of the elementary writers broadly assert that where the trustee is to hold in trust for the sole and separate use of a married woman, it is a trust, and not a use executed under the statute.” Citing 1 Cruise’s Dig. 456; 2 Crabb, Peal Prop. 509; Clancy, Husb. & Wife, 256. The court, none the less, expressed the view that this was not a correct statement of the rule as it first existed, and pointed out that other early authorities hold that even in the case of such an estate the use was executed wherever the trust was passive; but concludes thus: “The later, and more modern decisions, however, seem to favor a more liberal construction of deeds and wills in order to reach the real intention of their makers, and therefore in all cases where an estate is devised or conveyed [30]*30to trustees for the separate use'of a married woman and her heirs, this court will, if possible, so construe the instrument as to vest the legal estate in the trustees, because such a construction will best effectuate the intention of the donor.” Mr. Clancy in his work on Husband and Wife wrote: “Where lands are devised in trust, as to the rents and profits, for the sole and separate use of a married woman, it is immaterial whether the trast be declared to be 'to pay the rents and profits to her’ or 'to permit her to receive the rents and profits,’ as in either case it would be held that the use was not executed.” In the case at bar Mrs. Hilbus was permitted to receive the rents and profits, instead of having them collected for her by the trustee, but this, according to Mr. Clancy, makes no difference. In other words, following this authority, it is immaterial whether the trust be active or passive. Lord Kenyon in Harton v. Harton, 7 T. R. 652, 101 Eng. Reprint, 1181, declared: “That whether this were a use executed in the trustees or not must depend upon the intention of the devisor.” The manifest intention of Mr. Earl was that the use should be executed in the trustee, and not in his daughter, Mrs. Llilbus. Speaking in a similar case, Richardson v. Stodder, 100 Mass. 528, 529, the supreme judicial court of Massachusetts ruled: “But the fact of her coverture, with the statement that the devise to Mr. Stodder is in trust, sufficiently indicate the intention not to create a mere use to be executed under the statute, but a trust during the coverture.” And the Supreme Court of the United States in Bowen v. Chase, 94 U. S. 812, 817, 24 L. ed. 184, 185, stated this conclusion: “But we think that the authorities are very clear that where a trust is thus created for the benefit of á married woman, for the purpose of giving her the separate use and control of lands free from the control of her husband, it will be sustained.” In that case the cestui que trust was, as here, permitted to collect the rents, and the trustee was not expressly required to do anything.

This court, in Frey v. Allen, 9 App. D. C. 400, 404, used this language: “Moreover, the limitation of the estate to the 'sole use and benefit’ of the wife operated, in accordance with the generally recognized policy of the law in respect of the. [31]*31separate estates of married women, to prevent the execution of the trust and its conversion into a legal estate.” It is true the trust in that case was an active one, but the court did not rest its decision upon that alone, but gave, as the excerpt shows, an additional reason for holding that the trust was licit. “And if the intention was to give a separate'interest to the wife, free from the control of her husband, then it is very clear that this provision for the wife is to be regarded by a court of equity as a technical trust, and not as a use executed by the Stat. 27 Hen. VIII. chap. 10.” Ayer v. Ayer, 16 Pick. 330. In that case no action was required on the part of the trustee.

We take the following from an opinion by the court of appeals of South Carolina in Williman v. Holmes, 4 Rich. Eq. 475, 479, speaking of the cestui que trust: “If Eliza Davidson had been a feme sole, there would have been specious reasons for the opinion that the statute would have executed the uses on the death of the testator, and that she would forthwith have been invested with the legal title, discharged of the trust.

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Bluebook (online)
48 App. D.C. 26, 1918 U.S. App. LEXIS 2348, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bergland-v-owen-cadc-1918.