Mallet v. Smith

27 S.C. Eq. 12
CourtCourt of Appeals of South Carolina
DecidedDecember 15, 1853
StatusPublished
Cited by1 cases

This text of 27 S.C. Eq. 12 (Mallet v. Smith) is published on Counsel Stack Legal Research, covering Court of Appeals of South Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Mallet v. Smith, 27 S.C. Eq. 12 (S.C. Ct. App. 1853).

Opinion

The opinion of the Court was delivered by

Warjdlaw, Ch.

This Court is content with the Chancellor’s conclusion in this case and in general with his reasoning, although there is not entire concurrence of the members of the tribunal in the same views.

Mr. Williams says, (Wms. on Executors, 1094:) “ a condition that a legatee shall not dispute the will is in general considered in terrorem merely, and will not operate a forfeiture by reason of the legatee’s having disputed the legacy or effect of the will. But where the legacy is given over to another person in case of a breach of such condition, then, if the legatee controvert the will, his interest will cease, and vest in the other legatee. If, indeed, the legacy, instead of being given to a stranger, is limited over toj the executors in the event of such [19]*19condition being broken, the condition is still regarded as in ter-rorem, and not obligatory. Yet, if the testator direct the le- ■ gacy to fall into the residue upon a breach of the condition, and dispose of that fund, the residuary legatee will be a particular legatee of the individual legacy; and, as such, will be entitled to it, if the condition is broken.”

'But the doctrine of the validity of such a condition, where there is a devise over, is too firmly established to be overruled, except upon grave consideration in some case where the point is necessarily involved in the decision; and that is not thé fact here.

[21]*21Is there a devise over in the present case ? The testator does not himself revoke the legacy on breach of the condition by a legatee, but gives to his executors a discretionary power, (which they may or may not exercise,) to revoke the legacy after his death on breach of the condition, and to distribute the legacy, as to them might seem proper, among other objects of his bounty. There is no devise over to any particular person-No interest was vested in any one by the law at the death of testator which could not be fetched back by equity; according to the prominent reason assigned for forfeiture where there is a devise over. Nor is there any distinct manifestation of testator’s intent that the forfeiture is not declared merely in terro-rem ; according to another reason assigned for this doctrine. All is left to the discretion of the executors, and nothing is commanded peremptorily. The great distinction between a power and a trust, is that the former is peremptory in its character. My brethren think it may be unsafe to place the decision on the ground that there is no devise over, inasmuch as a power, when executed, derives its efficacy from the will or other instrument of grant, and has retro-active relation, and is incorporated with the instrument of grant. I say for myself, that this can hardly be predicated of a power to be exercised on a contingency which may never happen, and if it happen, to be exercised only if the donees think’ the exercise judicious. A power coupled with a trust may be sometimes as peremptory as a mere power. But here the executors have a discretion to revoke, and a discretion as to the distribution of the legacy when revoked. So far from any command to them, there is a mere delegation of authority to make on a contingency a new. will for testator if they so choose. No authoritative case requires us to consider the exercise of such power of appointment to executors as equivalent to a devise over by the testator himself; and I am unwilling to extend the efficacy of such a condition a line beyond the limit that authority compels me.

It Remains to inquire whether the power, if lawfully committed to the executors, of revoking the legacy of a legatee [22]*22controverting the will, has been exercised in relation to the plaintiff.

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Related

Russell v. Wachovia Bank, N.A.
633 S.E.2d 722 (Supreme Court of South Carolina, 2006)

Cite This Page — Counsel Stack

Bluebook (online)
27 S.C. Eq. 12, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mallet-v-smith-scctapp-1853.