Delaware Trust Co. v. Elliott

147 A. 244, 17 Del. Ch. 14, 1929 Del. Ch. LEXIS 38
CourtCourt of Chancery of Delaware
DecidedJuly 20, 1929
StatusPublished
Cited by5 cases

This text of 147 A. 244 (Delaware Trust Co. v. Elliott) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Delaware Trust Co. v. Elliott, 147 A. 244, 17 Del. Ch. 14, 1929 Del. Ch. LEXIS 38 (Del. Ct. App. 1929).

Opinion

The Chancellor.

John L. Elliott, 2nd, claims to be entitled to the payment to him absolutely of the fund now in the hands of the administrator c. t. a. awaiting distribution. Inasmuch as that fund is made up in part from the proceeds of sale of real estate mentioned in both the ninth and tenth items of the will, the claim set up by John L. Elliott, 2nd, requires that the court shall place a construction upon both of those items.

I will consider first the ninth item which devises to John L. Elliott, 2nd, an interest in “Delmont.” Taking the whole will into account the devise of “Delmont” was first to the husband of the testatrix for life, remainder to her son, Lea, for life and then to Lea’s son, John L. Elliott, 2nd. The language of the devise to John L. Elliott, 2nd, is:

“At the death of my said son, Lea C. Elliott, * * * to my grandson, John L. Elliott, the Second. And in the event of my said grandson, John L. Elliott, the Second, dying without leaving issue to survive him it is my will that my said farm shall go and descend to my heirs at law according to the intestate laws of the state of Delaware now in force.”

We are not concerned here with “Delmont” in its physical quality of real estate. What the complainant is in possession of is money derived in part from a sale of a portion of ‘ ‘Delmont, ’ ’ obtained as a surplus from a sale ordered by the Orphans’ Court in order to secure funds for the payment of debts. The fact that it is money with which we are dealing, however, does not, so far as the beneficiaries under the will are concerned, in anywise alter the fact that the construction which is to be given to the ninth item is as of a devise of real estate, for the sale worked a conversion of realty into personalty only so far as was necessary in order to effectuate the debt-paying purpose of the statute. Any surplus left after that purpose was accomplished is to be treated by those having in charge the execution of the testamentary intent as though it retained its original form of real estate. 13 [17]*17C. J. 876. We are therefore dealing in principle with a question touching a devise of real estate.

The language of the devise to John L. Elliott, 2nd, in the first instance is not accompanied by words of limitation. Where such is the case, our statute (Rev. Code 1915, § 3243) provides that the fee simple or other the whole estate or interest passes, unless a contrary intent appears by the will. It is plain therefore that the language of the first sentence of the ninth item, standing alone, confers a vested fee simple interest in John L. Elliott, 2nd.

There being then in the first instance a devise of a fee simple interest, what is the effect thereon of the next provision in the item which specifies that in the event of the devisee’s death “without leaving issue to survive him,” the land devised shall “go and descend” to the heirs at law of the testatrix? This is the critical point in the case. It is argued by the solicitor for John L. Elliott, 2nd, that the contingency of death without issue is referable to the period of the lives of the testatrix and of the two life tenants; that John L. Elliott, 2nd, having survived them all, the contingency on which his absolute interest was to be divested has become impossible of fulfillment and that accordingly his fee simple estate is now free of all conditions.

Had this devise been in some such simple form as this — to A. for life, remainder to B. in fee simple, and in case of B.’s death, to C. in fee — there can be doubt that B.’s death would be referable to the lifetime of the testatrix and of A. Chapple v. Hometown Realty Co., 16 Del. Ch. 5, 139 A. 457; Rickards, et al., v. Gray, 6 Houst. 232, 235; Jones v. Webb, 5 Del. Ch. 132; Marvel, Adm’r., v. Wilmington Trust Co., 10 Del. Ch. 163, 87 A. 1014; Wilmington Trust Co. v. Houlehan, 15 Del. Ch. 84, 131 A. 529. The reason for this rule is that, inasmuch as death is spoken of by the testator in terms of a contingency, it must, being in itself an absolutely certain event, be associated with some circumstance outside of itself in order to render it contingent, and the only possible circumstance available for that purpose is the time of its happening in relation to the period when the right of possession is to arise. This rule as was pointed out in Wilmington Trust Co. v. Houlehan, supra, is founded more on precedent than on principle [18]*18and so little favored is it, that only slight circumstances will he laid hold of to overturn it.

The devise we are examining is not of this simple type. It is to be observed that the testator did not speak of her grandson’s death as the sole contingency upon the happening of which his interest was to terminate. She coupled with his death another event. It was not alone his death, but his death without leaving issue. While death is a certain event which will inevitably occur, yet death without leaving issue is.a pure contingency. Hence when the devisee’s death is here spoken of in association with the contingent circumstance of having no issue, there is no necessity for casting about for a period to which to refer it in order to turn it into a contingent event, as is done in those cases where the simple case arises which is contained in the example above given. If where the contingency is that of dying without issue, it means that the time of the death is referable to the period of distribution, as is contended by John L. Elliott, 2nd, it is apparent that the thoroughly well settled rule touching the subject of definite and indefinite failure of issue and its legal consequences needs to be re-examined.

The Court of Errors and Appeals of this state in the case of Rickards, et al., v. Gray, supra, had before it a case where the contingency on which the estate in the first devisee was to go over was “if my said daughter * * * should die leaving no issue to survive her.” This phraseology is not distinguishable from that found in the present case. In construing such language in the Rickards Case, the court held that the failure of issue was a definite as distinguished from an indefinite one. Such was the opinion of all the judges as is evident from a reading of the several opinions which the report of the case contains. In Schneer v. Greenbaum, 4 Boyce, 97, 86 A. 107, the language was — to A. in fee, and in the event of her death without leaving issue, to B. in fee. Just what view the court took in that case as to the meaning of the language in which the contingency was couched with respect to whether it meant a definite or indefinite failure of issue it is difficult to say because of the brevity of the opinion. The language, however, was not the same as that found in the Rickards Case and in this one. I feel impelled, in view of the [19]*19opinions filed in the Rickards Case, which was before the court of last resort in this state, to conclude that when the testatrix here spoke of the death of her grandson without leaving issue to survive him, she was referring to a definite failure of issue. If that be so, the case belongs in the category of those cases exemplified by the following familiar formula — to A. in fee and if he should die without issue living at the time of his death, to B. in fee. Now in such a case as that, citation of authority is not needed to show that A. has a fee subject to an executory devise over in favor of B. in case the contingency arises.

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Bluebook (online)
147 A. 244, 17 Del. Ch. 14, 1929 Del. Ch. LEXIS 38, Counsel Stack Legal Research, https://law.counselstack.com/opinion/delaware-trust-co-v-elliott-delch-1929.