Executors of Denise v. Denise

37 N.J. Eq. 163
CourtNew Jersey Court of Chancery
DecidedMay 15, 1883
StatusPublished
Cited by5 cases

This text of 37 N.J. Eq. 163 (Executors of Denise v. Denise) is published on Counsel Stack Legal Research, covering New Jersey Court of Chancery primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Executors of Denise v. Denise, 37 N.J. Eq. 163 (N.J. Ct. App. 1883).

Opinion

Van Fleet, V. C.

The object of the bill in this case is to procure a construction of the will of John S. Denise, deceased. The principal question which the parties ask to have decided is, whether the legatee substituted by the twentieth section of our statute concerning wills, in case the legatee named in the will dies during the life of the testator, takes subject to the equities which would have existed against the primary legatee had he survived the testator, or free and clear of them.

The facts are these : The testator made his will on the 2d of April, 1873, and died on the 31st of December, 1880. He added a codicil on th.e 28th of April, 1879, by which he made a specific bequest to one of his grandchildren, and appointed two [165]*165of his sons as executory, in addition to the two he had appointed by his will, but made no other change. He gave his son Sidney C. a legacy of $3,000, and to his son Rusha he gave a' legacy of $2,000. He made other bequests which need not be particularly mentioned, and then authorized his executors to sell all his property, both personal and real, at private or public sale, as they might deem most advisable, and after his debts, funeral expenses and legacies were paid, directed that the residue should be disposed of as follows:

“I do order and direct that the residue of my estate be equally divided between my following-named children, share and share- alike ; that is to say, to my sons, Tunis, William T., John H., Sidney O., Busha and David D. Denise, and my daughter, Sarah Jane Jackson; and in case any of my sai£ seven children last named should die without leaving lawful issue, then, in that case, 1 order that the share of such as may die without issue, to be divided amongst ■the survivors of the above-named seven of my children, share and share alike.”

The testator’s son Sidney died on. t'he 3d of September, 1875, ■more than five years before his father. He left two children, who still survive. At the time of his death he was indebted to his father, on promissory notes, in a sum exceeding $3,200. He , died insolvent. The testator’s son Rusha also died in his father’s lifetime. His death occurred on the 14th of December, 1880, less than three weeks before his father’s death. He left a child who is also still living. He was also indebted to his father, at the time of his death, on promissory, notes. His debt exceeded $4,200, and he, too, died insolvent. The question the executors ask to have decided on these facts, is this: whether the person whom our statute, in such an event as that which has happened in this case, puts in the place of the legatee named in the will, takes subject to the debts of the primary legatee to the testator’s estate.

It is a principle founded in sound reason and justice, that a legatee indebted to the testator under whose will he is entitled to a legacy, shall accept his debt in payment of his legacy, or his legacy may be applied in discharge of his debt. ■ Vice-Chancellor Shadwell says the proper answer to be made to a legatee who asks for the payment of his legacy without first paying his [166]*166debt, even in a case where the remedy at law for the collection of his debt is barred by the statute of limitations, is, you ask for a portion of the assets of the testator, but you are yourself a debtor to the testator’s estate, and his assets are diminished pro tanto by your default; it is against conscience that you should take anything out of the estate until you have made good what you owe to it.” Courtenay v. Williams, 3 Hare 539, 553.

There can be no doubt, if the legatees named in this will were here in person, asking for the payment of their legacies, the court would be bound, by well-settled principles, to decree that their legacies were paid to the extent that they were indebted to the testator. The cases on this subject are numerous. I shall only cite those decided by this court. Snyder v. Warbasse, 3 Stock. 463; Voorhees v. Voorhees’s Exrs., 3 C. E. Gr. 223; Brokaw v. Hudson’s Exrs., 12 C. E. Gr. 135.

But for our statute, it is clear the legacy of $3,GOO given to Sidney, and that of $2,000 given to Busha, would have lapsed, and fallen into the testator’s residuary estate and passed as part of it. But our statute provides that when a legatee, being a child or other descendant of the testator, shall die during the life of the testator, leaving a child or children, who shall survive the testator, the legacy shall not lapse, but the estate bequeathed shall vest in such child or children, in the same manner as if such legatee had survived the testator and had died intestate. Rev. p. 1246 § 20. Statutes similar in character have been passed in. many of our sister states, and while many questions have arisen-under them, I find but a single instance in which the question now before the court has been decided. That case arose under a statute of Kentucky, which provides that if a devisee or legatee dies before the testator, leaving issue who survive the testator,, such issue shall take the estate devised or bequeathed, as thedevisee or legatee would have done if he had survived- the testator. The question was there, as it is here, whether the legatee-substituted by statute took subject to the equities which would have existed against the primary legatee, had he survived the testator, or free from them, and the court held that he took free from them. That result was reached by drawing a very subtle,. [167]*167and, as I think, unwarranted distinction between the position of the primary legatee, as a beneficiary under the will, and his position as a debtor to the testator’s estate. The subject in dispute in that case was a legacy of the one-tenth of the testator’s residuary estate. The court say the primary legatee, if he had survived the testator, would have been entitled to his one-tenth, without encumbrance or charge, because it was not encumbered or charged by the will, but they admit that when he came to ask for payment, the executors would have had a right to retain so much of his legacy as would have been required to pay his debt, but this right,” the court argue, “ would have been founded upon equities wholly extrinsic, and having no connection with the will, or with any right derivable from it; so that it could not, with any propriety of speech, be said that the legatee, if he had survived, would have taken the estate bequeathed, subject to the payment of his debt to the testator.” Carson v. Carson, 1 Metc. 300. I cannot concur in this reasoning. It appears to me to be unsound in 'its main premises. The law of the land constitutes a part of every will, and the rights of every legatee must be defined, measured and enforced by its rules. The law says a legatee indebted to his testator must pay his debt, or his legacy may be applied in discharge of his debt. That being the standard by which the rights of a legatee thus situated must be measured, I cannot regard it as true, either in fact or in logic, that he takes his legacy free from his debt; on the contrary, I think the fact is, that his legacy is so absolutely subject to the payment of his debt, that if his debt happens to exceed his legacy, he cannot collect a penny of his legacy.

Besides, the construction adopted in the case just referred to entirely overlooks, as it seems to me, the imperfection in our legal system which this statute was intended to remove.

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Cite This Page — Counsel Stack

Bluebook (online)
37 N.J. Eq. 163, Counsel Stack Legal Research, https://law.counselstack.com/opinion/executors-of-denise-v-denise-njch-1883.