Dinwiddie v. Metzger

45 App. D.C. 310, 1916 U.S. App. LEXIS 2691
CourtCourt of Appeals for the D.C. Circuit
DecidedMay 29, 1916
DocketNo. 2905
StatusPublished
Cited by2 cases

This text of 45 App. D.C. 310 (Dinwiddie v. Metzger) 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
Dinwiddie v. Metzger, 45 App. D.C. 310, 1916 U.S. App. LEXIS 2691 (D.C. Cir. 1916).

Opinion

Mr. Justice Van Orsdel

delivered tbe opinion of tbe Court:

But two questions are here involved, wbicb are stated in tbe brief of appellants, as follows:

“First. Is tbe intestacy of Mary O. Metzger to be considered as occurring as of tbe date of her'death, or is it to be considered as arising thereafter, upon tbe death of her husband, and as taking effect from that time, when tbe trust created by her will failed ? ■
“Second. Is tbe one-half interest in 925 Massachusetts avenue, directed by tbe will to be purchased, to be considered as real or personal property ?”

From tbe language of tbe will, Mrs. Metzger seems to have intended to acquire title to tbe Massachusetts avenue property, and establish tbe Donn Memorial therein. Tbe residue of her estate was to be used for its maintenance. The power of appointment conferred upon tbe executor was a mere naked power depending upon bis discretion. There is no chancery power in this country wbicb could have compelled him to make tbe selection, nor has any trust survived wbicb can be executed through tbe aid of a court of chancery. Equity will not enforce the’ execution of a mere naked power. 1 Story, Eq. Jur. sec. 169. [317]*317It follows that there being no trust which equity can enforce, and no provision having been made in the will for the contingency which has arisen, the power here delegated cannot be held to be a trust belonging to executorship. “Where there is nothing more than a power of appointment conferred by the testator, there is nothing on which a trust, on general principles, can be fastened. The power given is a mere agency of the will, which may or may not be exercised at the discretion of the individual. And if there be no act on his part, the property never having passed out of the testator, it necessarily remains as a part of his estate.” Fontain v. Ravenel, 17 How. 369, 387, 15 L. ed. 80, 87.

In England, upon failure of the person designated in the will to make appointment, the prerogative power of the King, as parens patrice, is invoked through the chancellor to give effect to the charity, but no such power has been extended to the chancery courts in this country. The-portion of the estate here involved remained in the testatrix. No title whatever passed to the executor. As to this property, it is as if no will had been made. In the event of the failure of the intended charity, due to the neglect of the executor to make the appointment, there is nothing in the will to indicate an intention on the part of the testatrix to make a different distribution of the estate than the law would make if there were no will. As was said in Fairman v. Beal, 14 Ill. 245: “Nothing passes under the clause conferring the power, until the power itself is exercised. Sugden, Powers, chap. 3, ¶ 1; 4 Kent, Com. 319 and 536.”

This principle is amply supported by the authorities. In Frazier v. Frazier, 2 Leigh, 642, 645, 649, where John Erazier left by will the management of his estate to his brother James, with power of sale and distribution “among the legatees of my personal estate, according to their merit or deserts, as he may see at a future day what time may turn up.” The court held the expression, “legatees of my personal estate,” to mean next of kin. James survived his brother, but failed to make the appointment as directed in the will, concerning which the court [318]*318said: “John Frazier died intestate with respect to that fund; and his surviving brother [James] was entitled to a moiety of it, as a part of his general assets, and the four children of his deceased brother Samuel, to the other moiety; two of whom having since died, one of them intestate and unmarried, that moiety was equally distributable between the surviving brother and the representatives of his deceased brother and sister, respectively.”

Counsel for. appellants rely chiefly upon the case of Blount v. Walker, 31 S. C. 13, 9 S. E. 804. In that case, one Sarah J. Harris bequeathed to J. H. Walker and his heirs the use of her estate in trust for her daughter, Mrs. Blount, for life and then to her issue, or, failing issue, to such persons as she might appoint. Mrs. Blount died without issue, and attempted by will to make the appointment, but the will, because of illegal execution, was 'declared void. Mrs. Blount having failed to malee appointment as provided in the Harris will, the issue arose as to whether the heirs at law of Mrs. Harris at the time of her death or those who constituted her heirs at law at the time of the death of Mrs. Blount should take. A majority of the court took the latter view.

We think, however, that the present case is clearly distinguishable from that case. There, all the judges were in agreement that, if the testatrix be held to have died intestate, the estate would pass as of the date of her death. In this case, it is conceded that Mrs. Metzger died intestate,- — the only question being when the intestacy attached. There, a trust was created; here, a mere agency existed. This distinction is of the greatest importance. In the South Carolina case, the majority of the court held that the testatrix died testate, and that the fee to the estate passed to the trustee and his heirs, who were vested with the power to sell and convey the property of the testatrix in fee simple. This power the court held inconsistent with a mere estate in the trustee for the life of the daughter, Mrs,. Blount. It follows, under this holding, that when Mrs. Blount died without legally exercising the power vested in her, the fee [319]*319remained in the trustee, giving rise to a resulting trust in favor of the heirs at law of Mrs. Harris as of the date when it arose. On this point the court said: “This is because the grant or devise of a fee conditional passes the whole estate to the tenant in fee, leaving nothing in the grantor or devisor which can be the subject of devise or inheritance, and hence it is settled that, upon the termination of such an estate, it goes to those who can bring themselves into the class of heirs of the person creating the estate at the time when the estate terminates, and not to those who were heirs at the time of the death of such person. Adams v. Chaplin, 1 Hill, Eq. 265; Deas v. Horry, 2 Hill, Eq. 244; Pearse v. Killian, M’Mull. Eq. 231.”

The fact that Millard Metzger under the will was permitted during his lifetime to enjoy a life estate in the rents and revenues derived from the Tenth street property, without power to dispose of the property otherwise than as expressly provided in the will, does not change the situation. The reversion, after the life estate, was left in the disposal of the husband under the power of appointment, and where one is devised a life estate, with power to dispose of the reversion, only the life estate passes. If the power of disposition of the reversion remains unexecuted, the property reverts to the legal heirs of the testator to be distributed as by law provided. Pate v. Barrett, 2 Dana, 426; Freeman v. Okey, 56 N. C. (3 Jones, Eq.) 473, 477. In the Freeman Case the coxirt said: “The bequest in the present case is in express terms to the wife for life, with an absolute power of disposition, which confines the interest which the wife took in the slaves, to a life estate, and leaves them still a part of her husband’s estate, as she died without exercising her power.”

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Bluebook (online)
45 App. D.C. 310, 1916 U.S. App. LEXIS 2691, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dinwiddie-v-metzger-cadc-1916.