Hawley v. James

16 Wend. 61
CourtCourt for the Trial of Impeachments and Correction of Errors
DecidedDecember 15, 1836
StatusPublished
Cited by146 cases

This text of 16 Wend. 61 (Hawley v. James) is published on Counsel Stack Legal Research, covering Court for the Trial of Impeachments and Correction of Errors primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hawley v. James, 16 Wend. 61 (N.Y. Super. Ct. 1836).

Opinion

The following opinions were delivered by members of this court:

By Chief J ustice Nelson.

The view which 1 have taken of this case is confined chiefly to an examination of the questions involved in the trust term, and the estates in remainder limited thereon. There are some minor points which it will become necessary to notice, in the disposition and settlement of several independant bequests, upon the conclusions at which I have arrived.

The trust term has been properly divided into two branches; 1. Its object, or the purposes for which it was created, and whether it is authorized by law; and 2. Its duration, [114]*114and whether it be limited in this respect according to law. There can be no doubt the will must have been pronounced valid previous to the revised statutes. The celebrated case upon the will of Thellusson, and the more recent one upon the will of Henry Bengough, establish principles at common law that would sustain every provision now considered objectionable. The great and fundamental difficulty in the will under consideration consists in the objection, that it transgresses the statute forbidding perpetuities beyond a certain period. The above cases show these were permitted before the statute for any number of lives in being, and twenty-one years ; a rule comprehensive enough to sustain in this case the trust term, the accumulations, and all the remainders ; but their validity now depends upon the statutes, which must necessarily lead us to an examination of them in connection with the several provisions of the will that have been deemed objectionable.

As to the. object of the trust term, or purposes for which it was created: the testator has declared his object to be to confide his property to the care of trustees for greater caution, till his minor children and grand-children become of age; and as a natural consequence he has created numerous trusts and directed them to be executed for the benefit of his family, or of those dependent upon and entitled to the enjoyment of the estate during the time they are thus deprived of it. This trust term, which is the estate of the trustees, since the revised statutes, depends upon the validity of these trusts or some of them ; and it will therefore be necessary briefly to refer to. them. My examination, however, shall be confined to those which operate to sustain the devise of the legal estate to the trustees; all the others are mere powers in trust that have no necessary connection with the term. In the case of a devise to executors or trustees, there are but three kinds of express trusts that are accompanied with the legal estate authorized by the revised statutes. The trust to sell or mortgage lands, in the first and second subdivisions of the 55th section, which, if created by deed, carries the title, does not do so in the case of a will, according to the provisions of the 56th section. These three kinds of [115]*115trusts in a will are, 1. A trust to lease‘lands for the benefit of legatees, or for the purpose of satisfying any charge thereon which is within the 2d subdivision of the 55th section ; 2. To receive the rents and profits of land and apply them to the use of any person, which is authorized by the 3d subdivision; 3. To receive the rents and profits of land and to accumulate the same under the 4th subdivision. The trusts provided for under the 1st and 2d subdivisions, with the exception of the one to lease under the 2d, to which I have referred in the case of a devise, should have been classed under the head of powers, as the legal estate descends to the heirs at law or passes under some other clause of the will as the case may be, subject to the execution of the power, § 58. From this view, it is apparent, there can be no more than three descriptions of trusts in the will that can sustain the legal estate in the trustees, and of course that can in any way affect the trust term. These may be classed under the three authorized trusts, as follows: 1. The trust to pay legacies, and under which head may be included the trust to pay portions, such as the $50,000 to the children of Augustus, the testator’s son, and the $20,000 to each of the two grand-daughters; to make advances to the sons and grand-sons, during the term, not exceeding one fourth of their anticipated shares, and to pay portions to the daughters and grand-daughters, in the event of marriage; all these are in the nature of legacies, and may be properly classed with them; 2. The trust to educate and support the minor children, in the event of the death of Mrs. James, and to support the widows, and to educate and support the children of deceased sons and daughters, and to pay annuities; and 3. The trust to accumulate "the rents and profits not wanted for the purpose of the .will. All these are trusts which may be lawfully created under the 55th section, and when they are, vest in the trustees the^legal estate for the purpose of their execution. Whether they have been created in conformity to the section, so as to sustain the estate in the trustees, is another question which 1 will now examine. For the sake of brevity and clearness, I shall divide these trusts into two classes: 1. Those which are future [116]*116and contingent, and 2. those which are present and active. It is to me an obvious proposition upon the statutes, that a future trust, whether contingent or not, cannot vest a present estate in the trustees, or sustain a devise of it to them. , Until the trust arises, or becomes active so as to require the collection and application of the rents and profits, the trustees can have no concern with the estate. By the creation of a future or contingent trust, they are not authorized to lease lands or receive the rents and profits till the beneficiaries are entitled to them. In the case of a contingent trust this may never happen, nor can it happen in respect to a future one, in any case, till the 1 time when it takes effect in possession. It is only express trusts that vest the estate in the trustees, and as defined in the 55th section in the case of a will, are, to lease lands, and to receive rents and profits for purposes there specified. The legal estate is given to them as convenient if not necessary to enable them to perform the trusts, to lease the lands, collect the rents, &c.; but great abuse would follow, if permitted to vest them now with the legal estate to enable them to perform a future trust that might or might not happen. They would hold the title without any right to the possession. The estate would be in one person, and the possession and profits in another. This was a defect in the old law which it was intended to remedy in the 55th section, by confining trusts to active, and which must, of necessity, be present trusts. Where no present authority is given to lease, or to collect the rents, but to take effect at a future day, until it takes effect, it cannot be said that any trust exists. It is in expectancy, or a trust by possibility. This view disposes of all the trusts in the will except three, viz. the trusts, 1. To accumulate rents and profits; 2. To pay legacies; and 3. To pay annuities. And all the other are future, and most of them contingent and may never arise. The trust to pay debts I have not noticed, because it is an unlawful one; no such trust is authorized except to sell lands.

The trust to accumulate rents and profits was adjudged void by the chancellor, and was conceded to be so. by most of the counsel on the argument. The 37th section of the [117]

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Bluebook (online)
16 Wend. 61, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hawley-v-james-nycterr-1836.