Charter v. Otis

41 Barb. 525, 1862 N.Y. App. Div. LEXIS 242
CourtNew York Supreme Court
DecidedDecember 1, 1862
StatusPublished
Cited by6 cases

This text of 41 Barb. 525 (Charter v. Otis) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Charter v. Otis, 41 Barb. 525, 1862 N.Y. App. Div. LEXIS 242 (N.Y. Super. Ct. 1862).

Opinion

By the Court, James C. Smith, J.

The first question to be decided is whether under the will of Joseph Northrop, set out in the case, his son, Miles Northrop, took an estate in fee simple in the ninety-four acres of land devised to him, or only an estate for life. As the will took effect before the revised statutes, and the particular devise in question contains no words of perpetuity, it does not of itself convey a fee, and the question is therefore one of intention, to be collected from the whole will. I have referred to the numerous cases cited upon the argument, but I find none so similar to this, in all respects, as to control it, although many of them state and illustrate various general principles or rules of construction which bear upon the question, and by which, so far as they [529]*529are applicable, I intend to be guided. An attentive examination of the will, in the light of the authorities referred to," and of the principles recognized by them, has satisfied me, not only that the testator in fact intended to devise the lands in question to his son, in fee, but that his intention to do so is legally perceptible upon the face of the instrument.

In the first place, the introductory clause expressly declares the testator’s intention to dispose of all his “ estate.” Although this declaration does not, of itself, enlarge the devise in question to a fee, yet it is very material to the inquiry concerning the purpose of the testator in relation to the quantum of the estate devised, (17 Wend. 398;) it is a key to the intention of the testator, (2 Preston on Estates, 206;) and as it shows that he intended to part with his whole interest, the subsequent words will, if possible, be construed so as to pass an estate in fee, to prevent intestacy as to any part of his property. (Per Thompson, J. in Jackson v. Merrill, 6 John. 191.) In view of this rule of interpretation, which is firmly established by English as well as American authorities, it might well be supposed that the subsequent words of disposition which the testator used in connection with the land in question were employed by him for the very purpose of executing, in respect to such land, the intention declared by him in the introduction; that is, to convey his luhole interest therein. The case of Doe v. Harter, (7 Blackf. Ind. Rep. 448,) was decided upon this precise ground, as appears by the brief and sensible opinion of the court, delivered by Justice Blackford. “ The will,” he says, has an introductory clause as follows : As to such worldly estate as it has pleased God to intrust me with, I dispose of the same in the following manner,’ &c. There is also this clause: £ And to effectuate this my intention, I bequeath,’ &c. (Here follows a bequest to his wife of a support on the plantation, and of specific personal property, and then, by a distinct clause, the gift to his son, which will be presently quoted, and in respect to which the question arose.) The judge proceeds: The [530]*530introductory clause clearly shows, hy the use of the word c estate,’ the testatbr’s intention to devise the fee. It is well settled that hy the word estate/ in a will, when descriptive of the testator’s interest in the land, and he has a fee in it, a fee passes. (Doe dem. Lean v. Lean, 1 Adol. & Ellis, 229.) But it is admitted that the introductory clause would not, of itself, be sufficient to convey the fee; there must be something to show that the intention was carried out. The intention is carried out in the present will by what follows, to wit: ‘And to effectuate this my intention, I bequeath, &c. * * * and I also will and bequeath that Preston Franklin, my son, shall have the eighty acres of land whereon I now live/ &c. We think the introductory clause, and the words of the devise, are here connected together, and that the devise, which, taken hy itself, is only for life, is when considered with the introductory clause with which it is united, a devise in fee.” This case is in all substantial respects the same as the case at bar. The sole difference between them is one of unimportant verbiage, for it is just as apparent that the testator FTorthrop employed the words of disposition in his will, to effectuate” the intention declared in the introductory clause, as if he had said so in express terms. But I think the case of Doe v. Harter goes further than any other in the books, and I am not disposed to reverse the judgment below upon its authority alone, especially as the case at bar presents many additional circumstances leading to that result.

1. There is in Northrop’s will a residuary clause as to the personal estate, but none as to the real property. This circumstance in connection with an introductory clause like the one before us, has been regarded as very important in many reported cases. In Frogmorton v. Holyday, (3 Burr. 1618,) a testatrix, after declaring in the introductory clause of her will, an intention to dispose of her worldly affairs and estate,” made several specific devises and bequests, and among them a devise of lands to her son John, without words of perpetuity, and afterwards disposed of the residue of her personal [531]*531property only. Lord Mansfield, in his opinion, said, She has declared that she did not mean to die intestate as to any part of her real estate. She has specifically named each part of it; and her sweeping residuary clause does not mention her real estate. Therefore she thought she had fully disposed of that before, and. consequently she meant this devise to her son John to be a devise in fee.” Justice Wilmot concurred in this reasoning, and the court unanimously gave judgment in accordance with it. The case also presented some other circumstances in aid of the intention, but the residuary clause was evidently considered as important as any. The reasoning of Lord Mansfield in that case, upon this question, was referred to with approbation in Denn v. Allaire, (Spencer’s N. J. Rep. 6,) and Robinson v. Adams, (4 Dall. 12, 21;) and the same argument was used by Lord Kenyon and Justice Grose in Lane v. Stanhope, (6 T. R. 353,) and by Justices Johnson and Patterson in Lambert v. Paine, (3 Cranch, 97.) We were not referred, on the argument, to any reported case in which the reasoning of Lord Mansfield above stated has been dissented from. The respondent’s counsel cited two cases in our own state holding that the absence of a devise "of the reversionary interest will not turn the life estate into a fee; (Harvey v. Olmsted, 1 Comst. 483; Van Derzee v. Van Derzee, 30 Barb. 331;) but in those cases there was no residuary clause, either of real or personal property, and of course no ground for the application of the reasoning which prevailed in Frogmorton v. Holyday.

2. The devise of land to Miles Korthrop is coupled with a gift of personal property in the same clause; and the same words are used in disposing of each species of property. This shows that the testator meant to give the same estate in the real property as in the personal, that is, an absolute estate. This construction is sustained by the cases of Roe v. Pattison, (16 East, 221;) Doe v. Roberts, (11 Ad. & El. 1000;) Packard v.

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Bluebook (online)
41 Barb. 525, 1862 N.Y. App. Div. LEXIS 242, Counsel Stack Legal Research, https://law.counselstack.com/opinion/charter-v-otis-nysupct-1862.