Gifford v. Thorn

9 N.J. Eq. 702
CourtSupreme Court of New Jersey
DecidedMarch 15, 1855
StatusPublished
Cited by20 cases

This text of 9 N.J. Eq. 702 (Gifford v. Thorn) is published on Counsel Stack Legal Research, covering Supreme Court of New Jersey primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Gifford v. Thorn, 9 N.J. Eq. 702 (N.J. 1855).

Opinion

Green, C. J.

The bill in this cause is filed by the administrator of Elizabeth Hait to recover a distributive share of the residue of the personal estate of William Jauncey, deceased, to which it is alleged that the said Elizabeth Hait became entitled as one of the next of kin of the said William Jauncey.

The right and interest of Elizabeth Hait, the complainant’s intestate, in the estate real and personal of which William Jauncey may have died intestate, was assigned by her to Herman Thorn, one of the defendants, by deed of assignment hearing date on the 27th of March, 1833. That assignment the bill seeks to avoid, as obtained by fraud and undue influence.

In pursuance of that assignment, and of a decree of the Court of Chancery of the State of Hew York, the share and interest of Elizabeth Hait in the residue of the estate of [704]*704William Jauncey, was paid by John Rutherford, the surviving executor of Jauncey, to James A. Hamilton, the administrator of William Jauncey Thorn, and by him paid to Herman Thorn, the father and next of kin to the said William Jauncey Thorn. For the purposes of this cause, the payment of the money by the surviving executor of Jauncey will be regarded as a payment by him directly to Herman Thorn. The bill prays an account and a decree for the recovery of all the moneys thus paid, or which have come to the hands of Herman Thorn with the consent of John Rutherford.

The material issues made by the defendant’s answer are—

First. That all the personal estate of William Jauncey was absolutely disposed of in and by his last will and testament. That there was no intestacy as to any portion of the said personal estate, and that no part thereof did or could vest in the said Elizabeth Hait as his next of kin.

Second. That all the right and interest to which Elizabeth Hait was or could have been entitled in the estate of William Jauncey, in case of his intestacy, was assigned by the said Elizabeth Hait to Herman Thorn, one of the defendants, by a legal, valid and operative deed of assignment, in nowise tainted with fraud.

Third. That the share and interest of the said Elizabeth Hait, if any there was, in the said estate, was paid by the surviving executor of the said William Jauncey to Herman Thorn, under and by virtue of a decree of the Court of Chancery of the State of New York; that the said decree remains in full force, and is final and conclusive upon the rights of the parties.

Fourth. That the claim of the complainant is barred by the statute of limitations — more than six years having elapsed from the time of the payment of the legacy by the surviving executor of William Jauncey before the filing of the bill in this cause.

William Jauncey, of the city of New York, died on the 19th of September, 1828. At the time of his death he was seized and possessed of a very large and valuable real and [705]*705personal estate in England and America. By his will, executed and published in due form of law, having given and devised large portions of his real and personal estate, the testator further gave and bequeathed as follows:

I give and bequeath all the residue and remainder of my property, both in England and America, of every kind and description whatever, to the said William Jauncey Tliorn, when he arrives at the age of twenty-one years, to him and his heirs forever.”

The legatee, William Jauncey Thorne, (having, in compliance with the desire and injunction of the testator, assumed the name of William Jauncey,) died before he arrived at the age of twenty-one years.

Whether, by the terms of the will, the residuary legacy vested, upon the death of the testator, in the legatee, so as to be transmissible to his representatives; or whether the legacy was contingent upon the legatee’s attaining the age of twenty-one years, and by his death before that period lapsed, leaving the testator, as to the property included in the legacy, intestate, is the question submitted for consideration.

The general rule applicable to this question, adopted both in the ecclesiastical courts and courts of equity, is well settled. Where the time specified in the bequest is annexed to the payment only, as where the legacy is given, payable or to be paid when the legatee attains the age of twenty-one years, the legacy vests immediately upon the death of the testator. It is a present gift. The time of payment only is postponed. But where the time is annexed not to the payment only, but to the gift itself, as when the legacy is given to the legatee at twenty-one, or “ if” or “ when ” he attains the age of twenty-one, the legacy does not vest until the legatee attains that age. The gift is upon the condition that the legatee shall attain the age specified. His attaining that age is a condition precedent; and if the condition be not fulfilled, the legacy never vests. The cases upon this subject are very numerous, and with few exceptions the rule will be [706]*706found to have been for more than a century inflexibly maintained.

This distinction as to the form of the bequest was recognized in the case of Stapleton v. Cheales, in the year 1711; and in Fonnereau v. Fonnereau, decided in 1748, Lord Hardwicke declared that the distinction was then absolutely settled. Stapleton v. Cheales, Prec. in Chan. 317; Cruse v. Barley, 3 P. W. 20; Smell v. Dee, Salk. 415; Fonnereau v. Fonnereau, 3 Atk. 645; Goss v. Nelson, 1 Burr. 227; Lane v. Goudge, 9 Vesey 229; Swinburne on Wills 313, 315.

In May v. Wood, 3 Brown’s Chan. Cas. 417, Lord Alvanley, master of the rolls, recognizing the general rule, held, nevertheless, that where a legacy was given when the legatee attained a given age, the term when ” should not be deemed a condition precedent, upon which the legacy was to vest, but as merely denoting the period of payment. He is reported as saying that all the cases for half a century upon pecuniary legacies had determined that word, not as denoting a condition precedent, but as only making the period when the party shall have the full benefit of the gift.” The accuracy of the report, both as to the statement of the fact and the principle, has been justly questioned.

In the later case of Hanson v. Graham, 6 Vesey 239, the question was examined by Sir William Grant, master of the rolls, with his accustomed care and ability. It was held by him, both upon principle and upon authority, that the word “ when,” standing alone and unqualified in the gift of a legacy, is a word of condition, denoting the time when the gift is to take effect in substance, and not the .mere time of payment. That a gift “ at ” twenty-one, or “ if ” or “ when ” the legatee shall attain the age of twenty-one, were all one and the same, and in each of these cases, if the legatee die before that time, the legacy lapses. Citing this doctrine from the decision in Stapleton v. Cheales, he adds, I do not find any case in which this position has ever been contradicted.”

The modern authorities regard the doctrine as fully settled in accordance with the ancient rule, and the views ex[707]*707pressed in Hanson v. Graham, 1 Jarman on Wills 764, 1 Roper on Leg. 553; 2 Williams on Ex’rs 1052;

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9 N.J. Eq. 702, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gifford-v-thorn-nj-1855.