James Mason v. Jones

13 Barb. 461, 1852 N.Y. App. Div. LEXIS 66
CourtNew York Supreme Court
DecidedJune 11, 1852
StatusPublished
Cited by2 cases

This text of 13 Barb. 461 (James Mason v. Jones) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
James Mason v. Jones, 13 Barb. 461, 1852 N.Y. App. Div. LEXIS 66 (N.Y. Super. Ct. 1852).

Opinion

Edwards, J.

John Mason died on the 26th of September, 1839. At the time of his death, he was seised and possessed of a large real and personal estate. By his last will and testament he gave to his son James Mason, the plaintiff in this suit, an annuity of $2500 a year, to be paid in two equal installments, at the end of every six calendar months, from and after his decease, and to be continued during the life of the annuitant. By a subsequent provision in the will, he gave to three of the persons mentioned therein, as executors, and who were also thereby created trustees, full and discretionary power to increase the annuity during the lifetime of the annuitant, but not after his death.

On the 7th of April, 1840, the trustees addressed a note to the annuitant, which was in words as follows : “ The executors under your father’s will, in conformity with its provisions, made, on the twenty-sixth of March last, a division of the net income of his estate received to that day, and have placed in the name of the trustees, for your portion, the one-eighth of the same, which is now held by them, subject to your disposal. Will you, [463]*463by note, addressed to the Chemical Bank, inform them whether it is your pleasure to receive the amount thus placed to your credit, and if so, which mode will be most agreeable ?” On the 25th of August, 1840, the .trustees put in their answer to a bill in chancery, which had been filed before the vice chancellor of the first circuit, in which they alledge, “ That under and by virtue of the full discretionary power in that behalf given to them, in and by said will, they have hitherto increased the annuity thereby given to the complainant,” meaning the plaintiff in this suit. Upon this state of facts, the plaintiff insists that the trustees, in execution of the discretionary power given to them by the will, have increased his annuity to the amount of one-eighth of the net income of the estate; and asks that they may be compelled to account for and pay over the same. The trustees, on the contrary, insist that they have never permanently increased the annuity.

There is no doubt that there are certain powers which from their very nature admit of but a single execution; and it is equally well settled, by authority, there are other powers which can be executed partly at one time, and partly at another. In Digges’ case, (Coke’s Rep. 173,) a person had given by deed to Christopher Digges during his lifetime a power to revoke any of the uses or estates mentioned in the deed, and to limit new uses. It was held that he might revoke part at one time, and part at another, and so of the residue till he had revoked all. In the case of Zouch v. Woolston, (2 Burr. 1136,) a power was given to “ settle jointures.” The donee of the power, in execution thereof, made a settlement at the time of his marriage, and afterwards settled an additional jointure. Lord Mansfield in giving his opinion says, the first point is, whether it be necessary that this power be executed all at once; or whether it may be executed at different times ? It looks as if the drawer of the clause in the will, which gives this power, had it in view that it might be done at different times, and repeated more than once. For the words are that the husband shall have power from time to time during his life, by deed or deeds, writing or writings, to limit all or any part of the estate to any woman or women, that [464]*464shall he his wife, or wives, for and during their life or lives, and it has no meaning other than by applying those words to each respective wife that he might marry, and construing them to empower the husband to make different settlements upon the same wife. The power, in the case of Harvey v. Harvey, (Barnardiston’s Rep. 103,) was in different words from those, and not as strong as these. The power there was to settle so much of the premises as should be of the yearly value of £603, for a jointure and provision for such wife, during her natural life. That was for a jointure, one specific and entire thing; not upon a wife or wives; not from time to time; nor by deed or deeds, writing or writings. It was then urged that the power was executed. The Lord Chancellor, Hardwieke, was clear that he might execute the power at different times ; less than the whole at first, and then more.” And in the case of Doe v. Milbourne, (2 T. R. 721,) Lord Kenyon says I agree with the argument at the bar that a power may he executed at different times, if not fully executed at first. These cases, which are the leading ones upon this point, while they establish the principle that ceiv tain powers may he executed at different times, also furnish an illustration of the manner in which the principle is applied.

In the letter which was sent to the plaintiff by the trustees on the 7th of April, 1840, they say that under the will of the plaintiff’s father, and in conformity with its provisions, one-eighth of the net income has been placed at his disposal. It will be seen by reference to the will, that the only provision which authorized any such appropriation of the. surplus income, was that which gave the trustees power to increase the annuity: and the act which they did they declared to be in execution of that provision. It was not necessary that they should say in Jubc verba that the act done by them was an increase of the annuity, or was intended to be so, if such was its clear legal effect. In Scrope’s case, (10 Coke, 143,) there was a power to determine certain uses, and it was held that although there was no express signification of the purpose or intention of the party to determine the uses, still that by the execution of a deed which was inconsistent with the continuance of the uses they [465]*465ipso facto ceased. But to remove all question as to the intent of the trustees in this case, they alledged in them answer to a bill in chancery, filed against them in another suit, that they had increased the annuities. And if I understood the counsel correctly upon the argument, they do not contend now that they did not, in that particular instance, increase the annuity for half a year. They say, however, that they did not intend to increase it beyond the half year to which the particular act applied. And, in order to test the claim set up by the trustees, I shall assume that they did not.

The will of the testator gives to the plaintiff an annuity of $2500 to be continued during his life ; and this is the annuity which the trustees have the power to increase. The testator himself has clearly and irrevocably fixed the period of its continuance. The discretion which was left to the trustees was to increase that estate, which the testator had made an estate for life. There can be no doubt, under the decisions which have been cited, that the trustees might have increased the annuity one hundred dollars at one time, and two hundred dollars at another, and have continued to increase it by successive acts, in execution of the power, until they had reached the limit prescribed by the will. But, could they do any thing more '? The power was undoubtedly divisible, and capable of being exercised at different times as regards the amount of the annuity, but is there any such divisibility as to the period of its continuance? In the case of Zouch v. Woolston, and of Harvey v. Harvey, the court held simply that there might be successive settlements as to the amount of the jointure.

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Bluebook (online)
13 Barb. 461, 1852 N.Y. App. Div. LEXIS 66, Counsel Stack Legal Research, https://law.counselstack.com/opinion/james-mason-v-jones-nysupct-1852.