Hays v. Jackson

6 Mass. 149
CourtMassachusetts Supreme Judicial Court
DecidedNovember 15, 1809
StatusPublished
Cited by42 cases

This text of 6 Mass. 149 (Hays v. Jackson) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Hays v. Jackson, 6 Mass. 149 (Mass. 1809).

Opinion

* Parsons, C. J.

Henry Jackson made his last will [ * 150 ] on the 13th of January, 1805, in which he makes the following dispositions of his estate: —

First. After all his just debts and funeral charges are paid, he gives to such of his nephews and nieces as may survive him, fifty dollars each. Also he gives to his sister Susanna Gray, in fee, certain specific real estate, on condition that she does not demand against his estate her portion of her father’s estate remaining in his hands; and his executors are to hold the real estate, thus devised her, upon the same trusts as he held her said portion.

Also, he gives to Mrs. Hepzibah C. Swan, in fee, all the remaining part of his estate, real and personal, of which he might die seised, or which might afterwards descend to him, by gift, grant, as heir at law, or otherwise, to be held in trust by his executors, for her sole use and disposal.

And he appoints Judah Hays and Flisha Sigourney his executors. Mrs. Swan, the residuary legatee, and also the heirs at law, are before us.

The testator was seised of other real estate than that specifically devised to Mrs. Gray, when he made his will; and he afterwards acquired other real estate, which, on his death, without a república-" tian of his will, descended to his heirs.

It appears that the personal estate, left by the deceased, is insufficient to pay all his debts. — The heirs contend that the lands, which would pass by the residuary devise to Mrs. Swan, shall first be applied to the payment of the debts, before the descended lands can be called for. — On the other side, Mrs. Sioan and the executors, who are her trustees, insist that the descended lands are first to be appropriated to the payment of the debts.

Whether we are authorized, on this petition, to marshal the assets, and if we are, in what manner they are to be marshalled, are the questions before the Court.

*The case may at first be considered as at common [* 151 ] [124]*124law, and according to the equitable rules established for marshalling assets, where there is a will.

At common law, the lands of a testator are not assets, in the hands of the heirs, for the payment of any but specialty debts, where the heir is expressly bound by the contract. And his lands are not bound for the payment of any of his debts in the hands of a devisee, unless charged by the testator, either generally or specially, in his will. To prevent the injustice of the testator in devising his lands without charging them with the payment of his debts, the statute of 3 & 4 W. & M. c. 14, was passed, by which the lands in the hands of a devisee are made assets for the payment of debts due on specialties. Since that statute, all the lands of the testator, whether they descend or are devised, are charged by law with the payment of creditors by specialty, who may also resort to the personal estate. But creditors by simple contract can avail themselves only of the personal estate, and of such of the lands as are charged in the will with the payment of debts; unless when they take the place of creditors by specialty, who have been paid out of the personal estate. These rights of the creditors remain uncontrolled by any provisions which a testator can make.

But as between legatees and devisees who claim under the will, and the heirs who can take only what the testator has not given away, he may regulate the funds, out of which his debts shall be paid; by which regulations they will be bound.

And the general rule in equity for marshalling assets is thus settled : — 1. The personal estate, excepting specific bequests, or such of it as is exempted from the payment of debts. — 2. The real estate which is appropriated in the will as a fund for the payment. — ■ 3. The descended estate, whether the testator was seised of it when the will was made, or it was afterwards acquired. — 4. The u rents and profits of it, received, by the heir after the tes- [ * 152 ] tator’s death. — * And, 5. The lands specifically devised, although they may be generally charged with the payment of the debts, but not specially appropriated for that purpose And this rule is executed by a decree in chancery, according to the rights of the parties respectively interested.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Goodfellow v. Newton
69 N.E.2d 569 (Massachusetts Supreme Judicial Court, 1946)
Doane v. Bigelow
200 N.E. 121 (Massachusetts Supreme Judicial Court, 1936)
Stanley v. Stanley
142 A. 851 (Supreme Court of Connecticut, 1928)
Retzinger v. Retzinger
239 Ill. App. 127 (Appellate Court of Illinois, 1925)
McDermid v. Bourhill
222 P. 295 (Oregon Supreme Court, 1924)
In re the Estate of Sutton
97 A. 624 (Delaware Orphan's Court, 1916)
Wilts v. Wilts
130 N.W. 906 (Supreme Court of Iowa, 1911)
Lathrop v. Merrill
92 N.E. 1019 (Massachusetts Supreme Judicial Court, 1910)
Estate of O'Gorman
6 Coffey 245 (California Superior Court, 1910)
Mulholland v. Gillan
54 A. 928 (Supreme Court of Rhode Island, 1903)
In re the Estate of McKay
2 Mills Surr. 88 (New York Surrogate's Court, 1900)
In re Higgins' Estate
28 L.R.A. 116 (Montana Supreme Court, 1895)
Turner v. Gibb
48 N.J. Eq. 526 (New Jersey Court of Chancery, 1891)
North v. Van Tassel
47 N.W. 663 (Michigan Supreme Court, 1890)
McGreevy v. McGrath
25 N.E. 29 (Massachusetts Supreme Judicial Court, 1890)
Tomlinson v. Bury
14 N.E. 137 (Massachusetts Supreme Judicial Court, 1887)
Beckley v. Metcalf
5 Haw. 625 (Hawaii Supreme Court, 1886)
Hoyt v. . Hoyt
85 N.Y. 142 (New York Court of Appeals, 1881)
Nichols v. Allen
130 Mass. 211 (Massachusetts Supreme Judicial Court, 1881)
Sullivan v. Fosdick
17 N.Y. Sup. Ct. 173 (New York Supreme Court, 1877)

Cite This Page — Counsel Stack

Bluebook (online)
6 Mass. 149, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hays-v-jackson-mass-1809.