Harris v. Judd

3 Haw. 421
CourtHawaii Supreme Court
DecidedJanuary 15, 1873
StatusPublished
Cited by15 cases

This text of 3 Haw. 421 (Harris v. Judd) is published on Counsel Stack Legal Research, covering Hawaii Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Harris v. Judd, 3 Haw. 421 (haw 1873).

Opinion

OPINION OF

CHIEF JUSTICE ALLEN,

DISSENTING. FROM THE JUDGMENT OF A MAJORITY OF THE COURT.

This is a case of submission under the statute, by F. H. Harris, assignee of Owen Jones Holt, and A. F. Judd, administrator with the will annexed of the estate of Robert W. Holt, deceased.

It appears by the submission, that Owen Jones Holt made an assignment of all his property, for the benefit of his ered[426]*426itors, to 3?. H. Harris, and by force of which he claims all the interest in the estate which was bequeathed to him by Robert W. Holt, by his will.

On the contrary, it is claimed by the administrator that, by the will, he is created a trustee to hold said real and personal estate thereby devised and bequeathed, and to pay over one-fourth of the net rents, issues and profits of the said estate to said Owen Jones Holt during his life, for his use and support, with remainder to the heirs of said Owen Jones Holt and their assigns, and that said life interest is not alienable or assignable, and not liable for his debts.

By the will a bequest is made by the testator for the term of the natural life of his wife of the sum of $800, to be paid to her yearly in quarterly payments of $200, by the executor. And a bequest is made to Owen Jones Holt of one quarter of the estate of the testator, both real and personal, the income of the same to be paid to him by the executor for his use and support for the term of his natural life, and after his death there is an express bequest of the said one-fourth part of the estate to his heirs and their assigns.

Jarman says : “ There is no principle of law more generally admitted than that the intention of the testator should be carried out. No degree of technical informality or of grammatical or orthographical error, nor the most perplexing confusion in the collocation of words, or sentences, will deter the judicial expositor from diligently entering upon the task of eliciting from the contents of the instrument the intention of the author, the faintest traces of which will be sought out from every part of the will, and the whole carefully weighed together.” —Smith vs. Bell, 6 Peters, 198; Hona vs. Skelton, 2 Met., 194; Morton vs. Bennett, 22 Maine, 257.

Buller, Justice, in the case of Hodgson vs. Ambrose, 1 Douglas, 342, says: “If the intention is apparent, I know of no case that says that a strict legal construction, or a technical sense of any word whatever, shall prevail against it.”

[427]*427It is very evident that the first obligation of the executor Imposed by the will, is to pay thé testator’s wife §800 per annum during her life, in quarterly payments, and the whole property is held by him in trust for that purpose.

2d. It is made the duty of the executor to pay to Owen Jones Holt, a son of the testator, the income of one-quarter part of this estate demised for Ms use and support during his life, and a bequest over to the heirs of said Holt.

The instrument might have been more explicit in declaring the duties of the executor, but they are clearly implied. It is very clearly his duty, therefore, to take charge of the estate and manage and improve it, and collect the rents on the real estate, and the income from the personal property, interest on notes and mortgages, &c., &e.

In the celebrated case of Leggett et al. vs. Perkins, (New York Rep., 2 vol., 297), testator gave two-fifths of his real estate to his two daughters, so that each might have and enjoy the income of one-fifth during their lives, and on their death their shares to go to their issue. He appointed executors and constituted them trustees, and authorized and desired them to manage and improve the estate, and to pay to his daughters from time to time the income.

The Court held that the will vested the legal estate in the trustees during the lives of the daughters ; and, 2d, that the trust was valid.

The testator provided further that the net Income should be paid to the daughters, after marriage, without the consent of their husbands. The Court say, “that if the husband took an estate by the curtesy, as he would if the fee vested in the daughter, he would be entitled to the rents and profits, and the separate provision for the daughter would be totally ineffectual.”

No particular form of expression is requisite in order to create a binding and valid trust, but it is requisite that the testator should have pointed out with sufficient clearness and [428]*428certainty both the subject matter and the object of the trust. (1 Redfield, 700.) The subject is the income of the property held by the executor, and the object the payment of the same for the use and support of his son, both are clearly set forth in the will.

Jarman says, (vol. 1, 332), “ Technical language, of course, is not necessary to create a trust. It is enough that the intention is apparent.” By the common law the trustee must apply the trust fund according to the instruction of its author. There has been great conflict of opinion on the question of trusts, and Redfield says, (1 vol., 702), “that no one feels any confidence in relying upon any decision in regard to trusts, unless it has been very recently made, or else many times recognized in the later decisions of the Courts.” What was the intention of the father when he vested the title of the property in the executor as a trustee, and directed him to pay the income for the use and support of his son ? Was it not clearly his intention that the estate should remain intact, and that payment should be made from time to time to the son, as may be necessary for his support. In the case of Leggett vs. Perkins, the Court say : “ It is said that if a person is competent to take care of the money when paid over, there is no reason why the estate should not be transferred to him, out of which it is raised. But to be influenced by this suggestion, we must not shut our eyes to the light of history and experience. Every one knows that there are individuals in every society who are neither imbecile nor profligate, nor united with those who are so, who could properly dispose of a fixed income, and yet who ought not, from prudential reasons, to control the capital out of which it is raised.” This reasoning applies with peculiar force to our own people. They are generous, and hospitable, and liable to be misled by the designing and unprincipled. The young are often enticed into idle and dissipated habits and become entirely reckless of consequences either to health or property. [429]*429To- guard against those evils and. propensities, the father undoubtedly imposed the restrictions contained in the will, which exhibited a wise foresight as well as a parental regard for the happiness and independence of his son. If, in this» ease, the beneficiary has the legal right to assign the income during his life, he virtually disposes of his interest in the property, and thereby defeats the intention of his father.

In the case referred to above, and also in the case of Gott vs. Cook, (7 Paige, 538), “great discussion has arisen as to the force of the terms used in trust deeds, and especially on the distinction in legal effect, between the words to pay over the income to a beneficiary or to apply it to his use.”

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Bluebook (online)
3 Haw. 421, Counsel Stack Legal Research, https://law.counselstack.com/opinion/harris-v-judd-haw-1873.