McCartee v. Teller
Opinion
The following opinions were delivered in this court:
By Mr. Justice Nelson.
The articles of settlement in this case were made before marriage, and in addition to the household furniture, one set of plate and $1000, Jacobs settled upon his wife Elizabeth an annuity of $1200 during her widowhood ; all of which were granted upon the .conditions that she should remain chaste, and that she should not contract any debt above $20, without the knowledge and consent of her husband, for which he might be made accountable. Two objections have been taken .to the validity of this jointure ; 1. to the limitation of the annuity to the wife’s widowhood, and 2. to the condition upon which the settlement is made, restraining her from contracting any debt over $20. I lay out of the case the question whether an infant is bound by an ante-nuptial ' contract, within the act concerning jointures, because the opinion of the chancellor on this point was not seriously disputed by the counsel for the respondents on the argument.- I need only say, that the argument of the chancellor, and the authorities there relied on, seem to be entirely conclusive, that equally with adults, they are bound within the statute. This leaves, therefore, the questions as to the marriage articles to the objections above stated, except as to the fraud or imposition alleged, which will be briefly noticed hereafter.
It is admitted by the chancellor, in his- opinion, and was conceded by the counsel for the respondents upon the argument, that an estate during widowhood, settled after marriage,. if accepted by the wife after the death of the husband, is a good jointure, within the act. Such is the case in Moor, 31, page 103, and Vernon’s Case, pl. 4 Rep. 1, the one at law, and-the other in equity. But it is contended that if such a settlement was made before marriage, unlike every other case, it would still not bind the wife, unless accepted after the death of her husband. My examinations have led me to dissent [275] from this latter position, the reasons and authorities for which I will proceed to state-
Before the statute 27 Hen. 8, ch. 10, of which the 8th and 9th sections of our act concerning dower are copies, 1 R. L. 58, 9, no estate settled upon the wife, either before or after marriage, would bar her right to dower. By that statute a settlement, according to its provisions before marriage, was a bar, and if made after marriage, was also a bar, provided she assented to it after her husband’s death. If the settlement either before or after marriage did not come within the requirements of the act, then the widow took both the estate settled, and her dower in the residue of her husband’s, lands. This result necessarily followed, from the law as it stood before the statute, which gave her both jointure and dower. If the statute did not apply, the common law controlled. Again ; if the widow, after the death of her husband, accepted the jointure, and took the rents and profits of the same, yet, if such jointure did not come within the terms of the act, she was not barred, but was entitled to both jointure and dower. This result followed, from the position, that if the estate settled did. not qome within the act, the wife took both; for if entitled to both, the acceptance of one would not bar the other. Assent, therefore, by the wife, will not make a jointure a bar of dower, unless within the act, whether such jointure is made before or after marriage ; and as it appears above, if within the act, and before marriage, then it is a bar without any assent.
It is supposed by the chancellor, in his opinion in this case, that the requirements of the statute, as to a settlement before marriage, are different from those after ; and he came to the conclusion' that an inferior- estate, not within the enacting clause, settled after marriage, if accepted, would bar dower. The terms of the proviso, or 8th section of our act, are referred to as authorizing this distinction. The position, I think, cannot be sustained. The enacting clause of the statute requires that the estate in lands settled upon the- wife, to bar dower, shall- be for her life, setting out five different forms of conveyance to her. Then follows the proviso, .that if' any lands are conveyed to her after marriage for term of life, or otherwise, in jointure she may, after; the death of her husband, refuse to [276] accept them, and claim dower. It is supposed the term otherwise, in the proviso, relaxes the rule in the enacting clause, and that a less estate, if accepted, is sufficient, in a settlement after marriage, within that term. The term otherwise, came expressly under the consideration of the court in the fifth resolution in Vernon's case, in which the above distinction is not recognized. The court there determine, and such has been the law as since understood, that the term otherwise intended to embrace any other" estate conveyed to the wife, not before mentioned in the act, which was as much, or more beneficial to her, than either of the five enumerated estates for life contained in the enacting clause; that it included any estate greater, than for life, but none less, and on this ground they decide that an estate in fee comes within the words and intent of the enacting clause, and is sufficient to bar dower, though not one of the enumerated instances given therein. If this construction is correct, then it follows that the act requires the same estate to be settled upon the wife after, as before marriage, to bar her dower; and that the only difference between the two cases is her power, to refuse the former after the death of her husband. This is the opinion of Chief Justice Wilmot, as I understand him in Drury v. Drury, Wilmot’s Opinions, 189. He says, “ When the legislature determined that widows should not have both jointure and dower, it became necessary to determine which they should have. They resolved that a jointure should bar dower, but "qualified and relaxed the rule by giving a choice where the jointure had been made after marriage.” Again, page 197, he says : “ Even in respect to jointures after marriage, femes covert are still within the general words of the act to every purpose whatever, but the special purpose of making an election whether they will take their jointure or dower;” and he adds: “ Suppose a jointure is tnade after marriage, and a woman accepts it, and then brings her writ of dower ; if she is not within the general words of the enacting clause, she must have both.” The same doctrine will be found in the second resolution of Vernon's case, and Coke Lit. 36, b. It is there held, that if the settlement is made after marriage, and accepted by the wife after the death of the husband, yet, if it was not within the enacting clause [277] of the statute, she was not only not barred, but was entitled to both jointure and dower. The bar then not only depends upon the acceptance of the settlement by the widow when made after marriage, but also upon the fact of its being within the enacting clause of the statute. For these reasons I am satisfied the distinction taken between the enacting clause and proviso is untenable.
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The following opinions were delivered in this court:
By Mr. Justice Nelson.
The articles of settlement in this case were made before marriage, and in addition to the household furniture, one set of plate and $1000, Jacobs settled upon his wife Elizabeth an annuity of $1200 during her widowhood ; all of which were granted upon the .conditions that she should remain chaste, and that she should not contract any debt above $20, without the knowledge and consent of her husband, for which he might be made accountable. Two objections have been taken .to the validity of this jointure ; 1. to the limitation of the annuity to the wife’s widowhood, and 2. to the condition upon which the settlement is made, restraining her from contracting any debt over $20. I lay out of the case the question whether an infant is bound by an ante-nuptial ' contract, within the act concerning jointures, because the opinion of the chancellor on this point was not seriously disputed by the counsel for the respondents on the argument.- I need only say, that the argument of the chancellor, and the authorities there relied on, seem to be entirely conclusive, that equally with adults, they are bound within the statute. This leaves, therefore, the questions as to the marriage articles to the objections above stated, except as to the fraud or imposition alleged, which will be briefly noticed hereafter.
It is admitted by the chancellor, in his- opinion, and was conceded by the counsel for the respondents upon the argument, that an estate during widowhood, settled after marriage,. if accepted by the wife after the death of the husband, is a good jointure, within the act. Such is the case in Moor, 31, page 103, and Vernon’s Case, pl. 4 Rep. 1, the one at law, and-the other in equity. But it is contended that if such a settlement was made before marriage, unlike every other case, it would still not bind the wife, unless accepted after the death of her husband. My examinations have led me to dissent [275] from this latter position, the reasons and authorities for which I will proceed to state-
Before the statute 27 Hen. 8, ch. 10, of which the 8th and 9th sections of our act concerning dower are copies, 1 R. L. 58, 9, no estate settled upon the wife, either before or after marriage, would bar her right to dower. By that statute a settlement, according to its provisions before marriage, was a bar, and if made after marriage, was also a bar, provided she assented to it after her husband’s death. If the settlement either before or after marriage did not come within the requirements of the act, then the widow took both the estate settled, and her dower in the residue of her husband’s, lands. This result necessarily followed, from the law as it stood before the statute, which gave her both jointure and dower. If the statute did not apply, the common law controlled. Again ; if the widow, after the death of her husband, accepted the jointure, and took the rents and profits of the same, yet, if such jointure did not come within the terms of the act, she was not barred, but was entitled to both jointure and dower. This result followed, from the position, that if the estate settled did. not qome within the act, the wife took both; for if entitled to both, the acceptance of one would not bar the other. Assent, therefore, by the wife, will not make a jointure a bar of dower, unless within the act, whether such jointure is made before or after marriage ; and as it appears above, if within the act, and before marriage, then it is a bar without any assent.
It is supposed by the chancellor, in his opinion in this case, that the requirements of the statute, as to a settlement before marriage, are different from those after ; and he came to the conclusion' that an inferior- estate, not within the enacting clause, settled after marriage, if accepted, would bar dower. The terms of the proviso, or 8th section of our act, are referred to as authorizing this distinction. The position, I think, cannot be sustained. The enacting clause of the statute requires that the estate in lands settled upon the- wife, to bar dower, shall- be for her life, setting out five different forms of conveyance to her. Then follows the proviso, .that if' any lands are conveyed to her after marriage for term of life, or otherwise, in jointure she may, after; the death of her husband, refuse to [276] accept them, and claim dower. It is supposed the term otherwise, in the proviso, relaxes the rule in the enacting clause, and that a less estate, if accepted, is sufficient, in a settlement after marriage, within that term. The term otherwise, came expressly under the consideration of the court in the fifth resolution in Vernon's case, in which the above distinction is not recognized. The court there determine, and such has been the law as since understood, that the term otherwise intended to embrace any other" estate conveyed to the wife, not before mentioned in the act, which was as much, or more beneficial to her, than either of the five enumerated estates for life contained in the enacting clause; that it included any estate greater, than for life, but none less, and on this ground they decide that an estate in fee comes within the words and intent of the enacting clause, and is sufficient to bar dower, though not one of the enumerated instances given therein. If this construction is correct, then it follows that the act requires the same estate to be settled upon the wife after, as before marriage, to bar her dower; and that the only difference between the two cases is her power, to refuse the former after the death of her husband. This is the opinion of Chief Justice Wilmot, as I understand him in Drury v. Drury, Wilmot’s Opinions, 189. He says, “ When the legislature determined that widows should not have both jointure and dower, it became necessary to determine which they should have. They resolved that a jointure should bar dower, but "qualified and relaxed the rule by giving a choice where the jointure had been made after marriage.” Again, page 197, he says : “ Even in respect to jointures after marriage, femes covert are still within the general words of the act to every purpose whatever, but the special purpose of making an election whether they will take their jointure or dower;” and he adds: “ Suppose a jointure is tnade after marriage, and a woman accepts it, and then brings her writ of dower ; if she is not within the general words of the enacting clause, she must have both.” The same doctrine will be found in the second resolution of Vernon's case, and Coke Lit. 36, b. It is there held, that if the settlement is made after marriage, and accepted by the wife after the death of the husband, yet, if it was not within the enacting clause [277] of the statute, she was not only not barred, but was entitled to both jointure and dower. The bar then not only depends upon the acceptance of the settlement by the widow when made after marriage, but also upon the fact of its being within the enacting clause of the statute. For these reasons I am satisfied the distinction taken between the enacting clause and proviso is untenable.
It is laid down by Mr. Clancy, and is fully sustained by Vernon’s case, and Coke Lit. that when the settlement is made upon the wife before marriage, the question as to the right of election between the jointure and dower never can arise, for if the jointure is within the statute the widow is barred by it, she can only have the jointure, and has no choice; and if the jointure is not within the act, then as before stated, she takes both, and cannot be driven to a choice. The same principle is found in Wilmot’s opinion, page 215. Where the jointure is made after marriage, he says, and is pleaded in bar of dower, there is an averment that she accepted it; but when the jointure is made before marriage, acceptance is not pleaded at all. Further on, at page 216, he says, “ The entry and agreement after the death of the husband can relate only to the estate made after marriage ;” and the reason he gives is, that where the estate is settled before marriage, acceptance is not necessary. Again; Mr. Clancy says, “ If the settlement is made after marriage, and during coverture, even if it is within the terms of the act, the widow is not bound by it, unless she accepts the jointure, and this by the proviso. In such a case the widow, after the death of the husband, must elect between her jointure and dower; she cannot have both, according to the terms of the proviso. And, as already has appeared, if the settlement upon the wife after marriage, and during coverture, was such as not to come within the act, then after the death of the husband she would be entitled to both jointure and dower, and could not be driven to her election. The only instance, therefore, where the widow can be put to her election between the settlement and dower, and of course where her election can at all affect her, is where the settlement is after marriage, and where such settlement is within the terms and intent of the act. And upon this view the acceptance of [278] the widow is wholly unimportant and inoperative, unless the settlement is made after marriage, and within the enacting clause of the statute.
From the foregoing examination, these propositions may be assumed, I think, as incontrovertible : 1. That the settlement of an estate upon a wife before marriage, and which comes' within the provisions and requirements of the statute, is a bar of her claim for dower without her assent; and 2. That the settlement after marriage, and during coverture, to bar her dower, though assented to after the death of her husband, must come within the provisions and requirements of the act; and as a necessary deduction from both, a settlement after marriage, which if assented to would bar dower if made before marriage, would bar it without assent. This follows from the fact, that in both cases the settlement must come within all the requisites of the statute. If these positions are correct, then the cases in Moor and Coke, (Vernon’s case,) are in point to shew that an,estate during widowhood, or upon condition, if settled before marriage upon the wife, comes within the terms of the statute, and of course bars dower. Those were cases of settlement after marriage; the one an estate during widowhood, and the other on condition to perform her husband’s will, which were accepted after their husband’s deaths, and the former was held to be a good legal jointure within the act, 'and the latter a good equitable jointure. Now it is clear, if these estates had not come within the requisites of the statute, in each case the widows would have been entitled to both jointure and dower, and their acceptance would not have barred them; and inasmuch as the court determine they came within the act, if they had been settled before marriage, the one would have been a legal, and the other an equitable bar, without an exeeptance. All the books which I have seen, recognizing the position of the chancellor, refer to Vernon’s case. Roper refers, to the same case as an authority for the doctrine for which I am contending, and upon a critical examination of the case, I am satisfied he has given to it the true reading. This case was a settlement made after marriage, and therefore under no circumstances could it bar dow* [279] er, unless assented to by the wife, and this fact alone is a sufficient reason for the court adding, after they say it was a good bar, “ if accepted by the wife after the death of her husband,” and accounts for the use of that expression. But many of the compilers of the law on the subject of jointures, and some of the elementary writers, have inferred from this case that because a conditional estate, settled after marriage upon the wife, would not bar dower unless accepted in every case, éven if made before marriage, the settlement would not bar it without an acceptance. The language of the reporter will shew that this inference is not warranted. In the third resolution he says it was resolved, (referring to the case then under consideration) that although the estate limited to the wife was upon condition, and although dower (in lieu of which jointure comes) was an absolute estate for life, yet for as much as an estate for life upon condition is an estate for life, it was within the words and the intent of the act, if the wife, after the death of her husband, accepts it; for he says it was agreed that a jointure is a competent livelihood of freehold for the wife, to take effect immediately after the death of the husband, for the life of the wife, if she herself is not the cause of the determination of it. Why was this conditional estate a,bar of dower ? Not because it was accepted by the widow—that was only essential because it was a settlement after marriage—in such cases she must elect—but because, in the language of the court, an estate for life upon condition is an estate for life, and therefore was within the words and intent of the act. Again; the definition given by the court of a good jointure within the act, and within which definition they decided this conditional estate came, did hot put it upon the ground of the acceptance by the wife, but because a freehold for' the life of the wife, if she is not the cause of the determination of it, is a good estate within the statute. I need not say that such is the case of an estate during widowhood. Further on, an illustration of the principle is given: If a man makes a feofment in fee to the use of himself for life, and after, to the use of his wife, durante viduitate sua, for her jointure, that is an estate for her life, and it cannot determine without her own act, and therefore it is a jointure within the act. This view reconciles the doc[280] trine contained in the third resolution, with every other principie embraced in the fifth resolution in that case, and which comprehend almost the whole of the law on the subject of j°intUreS-
One word as to the principle of the doctrine against' which we are contending. It will be borne in mind, the position is that the settlement of an estate for life, upon condition, upon a wife before marriage, will not bar her right to dower unless accepted after the death of the husband. Now, why should greater efficacy be given to the assent of the wife, after the death of her husband, than before marriage ? Is she not as competent to act in this respect, and as free from restraint before entering into the, marriage contract as she is after its dissolution? If the validity of the jointure of this kind was made to depend, as contended for by the respondents, upon the assent of the wife, I apprehend it would be very difficult to make any substantial distinction between the assent before the marriage and after the death of the husband. It was to make their situations alike that the statute gave the right of election, after the death of the husband, between dower and jointure created by a settlement during coverture.
My conclusion upon this part of the case, both on authority and principle is, that there is no difference in the estate to be settled, or in any other requisite between the enacting clause and the proviso of the statute; that neither a settlement before or after marriage bars dower, unless within all the requisites of the statute; that the assent of the wife is only applicable to a settlement made after marriage, and is not binding upon the widow then, unless the provision comes within the act; that if the provision is not within the act, whether made before or after marriage, the widow takes both jointure and dower; and that inasmuch as it has been decided in Moor and Vernon’s case, that an estate during widowhood comes within the act, and binds the widow in a settlement made after marriage, when assented to, if made before marriage would bind her without assent, because the only requisite in such a case is- that it should come within the act.
[281] At law the jointure in this case would not bar the widow’s dower, because it is not an estate in lands, but though it may be wanting in some of the requisites of the act, it may still secure as compentent a provision for the wife, and would therefore be unjust to permit her to take both the settlement and dower, as she would at law ; and for this reason, equity following in analogy to the statute, will consider such a provision an' equitable bar, and restrain her from suing at law for her dower. If, then, an estate during widowhood, settled upon the wife before marriage, would be a legal bar of her dower the court of chancery, in analogy to the statute according to the above rule, qre bound to consider the annuity in this case during widowhood, an equitable bar. I admit the distinction taken in equity, that in the case of an infant the provision must be adequate, and not precarious ; that it must be as beneficial and as certain as that required in a legal jointure, to constitute it an equitable bar, though in the case of an adult these requisites are not essential. The widow in this case brought no marriage portion to her husband, and I cannot doubt but that the provision of all the household furniture, one set of plate, and $1000 besides the annuity of $1200, was an adequate and beneficial provision within the meaning of that rule, and such is the opinion of the chancellor, provided the limitation was unobjectionable; and that it was as certain a provision as is required in a legal jointure, necessarily follows from the fact, that an estate upon the condition of this annuity, would have been binding as a legal jointure. I will merely add on this part of the case, that as I consider the provision an adequate one, it will not be necessary to examine the allegation of fraud in the marriage settlement, especially upon circumstances so slight as those which are relied on.
Next, as to the limitation to contract debts over $20. A feme covert, while living with her husband, can make no contract binding upon him in her capacity of wife, except for reasonable necessaries, having due regard to her condition and quality in life, and the ability of her husband to pay ; nor can she bind him even to this extent, provided he furnishes these [282] necessaries himself for her and the family. If he refuses or neglects to do so, then she may obtain them upon his credit. They are not to starve. Reeve’s Dom. Rel. 81. 5 Bos & Pul. 152, 7. 8 Johns. R. 72. 11 id. 281. A wife may bind her husband to any extent by her contract; her authority to do so, may be made out in the same way that the power of any other agent is established by circum- ■ stances or otherwise. Indeed, the intimate relation existing between the parties of itself often goes a great way towards establishing this power, and our reports shew that this relation sometimes is abused by the trader and the wife. Now if the limitation was intended to include necessaries, it should undoubtedly be deemed unreasonable and void: but if construed to apply only to debts beyond them? then I can perceive no objection to it, either in law or reason. The language used in the marriage articles is general, and may include necessaries ; but I am inclinded to the opinion it was not so intended, and need not be so construed. What benefit could such a limitation be to Jacobs 1 With or without it, he was bound at law to provide them for his family, and he could prevent his wife from obtaining them upon his credit by furnishing them himself, or. perhaps furnishing her with the money to supply them. So far as necessaries are concerned, Jacobs could gain or lose nothing by such a condition? unless indeed we adopt the idea of one of the counsel for the respondents, that it was intended for the purpose of defeating the settlement by withholding necessaries, and compelling the wife to a violation of the condition.. As a more honest and more rational construction may be given to it, I think we are bound to adopt it. If not so, sure I am that a condition for the purpose supposed would be judged inoperative, both at law and in equity. If, by" withholding necessaries, the wife was compelled to contract, in law and conscience, the responsibility would fall on the husband ; it would be deemed his act and not hers. It seems to me, therefore, the fair intent of the parties was not to prohibit her from contracting debts for necessaries, but was designed as a protection against responsibilities beyond them. My conclusion upon the whole [283] is, that the marriage articles were binding upon the widow, and were sufficient to bar her right of dower.
But it is contended that admitting the settlement barred the widow’s dower originally, the appellant by his acts and admissions has precluded himself from setting up the marriage articles. It appears from the pleadings and proofs that he is the only acting executor under the will of Jacobs ; that when he took possession of the estate, he was advised by a co-executor, who was a counsellor at law, and which he believed to be correct, that the widow was entitled to dower notwithstanding the articles, and so advised the widow and her attorney; and that in pursuance of such belief, he paid from the time of Jacob’s death till November, 1821, one third of the rents and profits of the real estate ; that on further advice, he was informed the articles barred her title to dower, and that he then withheld any further payment. It further, appeared, that during this period both parties united in general applications to the chancellor for the relief of the widow, upon the basis that she was entitled to her dower, and expressly recognizing therein her right. The first observation I have to maké upon this part of the case is, that unless the respondents can shew by these acts and admissions of the executor that dower has been legally assigned to the widow, and that she and her husband have thereby a vested right to the same, the whole of the argument, giving to it all the weight the facts will warrant, can extend no father than to secure the widow the funds she has already received,under the mutual misapprehension of her rights. The mere facts of admitting the right to dower, and paying one third of the income of the estate through mistake and against law, afford of themselves but slender reasons for continuing such payment. If no right has vested against the estate, the executor had not only the right, but was bound in duty, so far at least to correct his error when discovered as to prevent its continuance. There is no court but would approve of his acts so far. If the executor was attempting in the court below to reclaim the money paid through this mutual mistake of the law in relation to the marriage articles, or if he was endeavoring to [284] deprive her of dower which had been legally assigned under tjjjg misapprehension, then I admit the maxim, “ ignorantia juris non excused? might with plausibility, if not legal strictness, be applied, and the only remedy, if any, would lie,- not with the trustee, but the cestui que trust, whoever hemight be. Whether the latter would have a remedy or not, it is not now important to examine.
The widow has no estate in land until an assignment of it be made, for the law casts the freehold on the heir, upon the death of the ancestor. Was there then, in this case, a legal assignment of dower ? Lord Coke says eight things are to be observed in a perfect assignment; the second is, it must be either of some part of the land whereof the widow is dowable, or a rent, or some profit issuing out of the same, and which rent may be assigned by parol. When the property assigned is capable of being severed, it must be by metes and bounds if required by the widow. She may waive such an assignment, and then she holds in common with the heir or tenant of the freehold. Rent may be assigned separately or in common, the same as land. The certainty however in the assignment, in judgment of law, is the same, whether the land or rent is separate or in common. If in common, the estate vests by assignment; she holds like any other tenant in common, and her rights are regulated by the law applicable to that, estate. An actual assignment is so essential, that where the widow brought dower out of £6 rent charge and had judgment, though it was certain s he would have 40 shillings, she could not distrain before the sheriff delivered the same. The widow of a tenant'in common cannot have her dower separate, but she must hold like her husband ; and yet, after judgment by her against the co-tenant, she cannot enter for her thirds till delivery be made by the sheriff, though the delivery reduced it to no more certainty than before. The case of Turner v. Sturgess, Dyer, 91, a., shews what is meant by an assignment of dower in rent. It must be rent issuing out of land of which the widow is dowable, for which she may dis-train of common right, and if so, the title to the rent must vest in her. But I apprehend rent thus assigned as dower must [285] be a freehold rent charge, otherwise it is a misnomer to call it dower, because that is an estate for life; it cannot be that an assignment of one third of a term for years would be deemed sufficient. The case of Beamond v. Deane, Dyer, 361, illustrates this position ; there the tenant to a writ of dower plead in bar an assignment of a rent to the demandant, made by himself for the term of her life, by virtue of which she was seised, &c. without alleging he was seised of a freehold, and therefore had power to assign. The plea held was bad for that reason. The case is more fully reported in 5 Viner, 264, tit. Dower’ and it shews that the assignment of rent must net only be for life, but that the tenant must shew a power to make such assignment. The reason why the assignment of rent must be out of the same lands of which the widow is dowable is, because a right or title of a freehold estate cannot be barred by a collateral security, which clearly shews that the rent must be a freehold rent, else the reason would have no application. No doubt an assignment by parol of a freehold rent for dower would vest the estate in the widow, because an assignment in land never required livery of seisin or writing to perfect the title in her. If the above principles are correct, of which I have no doubt, then it is clear that no assignment of dower has been made by the appellant, either in fact or law. It was not, nor could it be pretended the respondents ever had the right to distrain for one third of the rents and profits of the real estate of Jacobs. If they had, this suit was unnecessary ; for on the refusal of the executor to pay the rents, they could have compelled the tenants to pay, or collected by distress their thirds. Much less can it be pretended that there was an assignment of a freehold rent, for none such existed. The contrary appears from the proofs in the case.
It was said upon the argument that the appellant, by his advice, had induced the widow to cancel the marriage articles, and take her dower, and "that therefore he ought to be compelled to assign it, or estopped from denying her right. If this advice was given under an honest mistake as to the rights of [286] the widow, a court of equity could not sanction such a conclusion; as the cancellation, under such circumstances, would, not impair their validity. But I am satisfied that the election w*dow to give up the articles and take dower, upon the facts in the case, was not the result of the opinion of the executor. The question was purely one of law. He was not a professional man. The friend and former guardian of the widow, and who was her legal adviser on this occasion, was a gentleman of reputation and experience in the profession, and we have his own testimony, that after taldng the opinion of Mr. Anthon, and examining the will, he advised her to take the dower. Under these circumstances, on whose opinion did the widow rely in making her election ? The conclusion seems to me too plain for argument. It would be a most extraordinary depreciation of the legal opinions' of the counsel, if the case turned upon this point, to put her election upon the ground that the widow was influenced by the opinions and advice of the executor, on a pure question of law, rather than that of her legal adviser. This is the answer which I also give to the argument: that the widow has lost her annuity by her second marriage under a mistake of. her rights. Who led her into this error 1 She had every means of taking care of her rights that the executor had, and no bad faith is pretended. Both were erroneously advised, and acted under its influence till the error was discovered. The fault was as much the widow’s as the executor’s, if she is to be responsible for her counsel. So in relation to the charge of fraud committed upon the second husband; his disappointment is to be referred to the misapprehension of the widow of her rights, for which I cannot hold the executor accountable. It is rather the misfortune of the husband than the fault of any one.
Upon the whole, without pursuing the subject further, my conclusion is, that an estate settled upon the wife before, marriage, during widowhood, comes within the statute concerning jointures, and is a legal bar of the right of dower; and that equity following the law in this respect, is obliged to pronounce ■the annuity for the same period in this case an equitable bar ; that the marriage articles, in all .other respects, are such as [287] are binding upon the widow; that there is nothing in the will of the testator evincing an intention to waive them, for the reasons given by the chancellor; that no assignment of dower has been made by the appellant, by virtue of which the widow and her husband had a vested right in the same, notwithstanding the marriage articles; that the- acts and admissions of the appellant since he came into possession of the estate are satisfactorily explained, from the misapprehension of the widow’s rights, under which both parties acted; and that therefore these acts and admissions, under the circumstances, ought not to subject the estate of the testator without right, and against law, to the widow’s dower; that the error under which each party acted arose out of a mutual mistake, which it is the peculiar province of the court of chancery to relieve against; but that the exercise of that power of the court is not called for in this case, as all the appellant claims here is not that his errors, or those of the respondents, may be corrected by restoring to the estate monies which he has advanced by means of them, but simply to be protected from continuing further advances, after the error has been detected. It is therefore my opinion that the decree of the chancellor ought to be reversed. „
By Mr. Senator Allen.
The appellant in this cause contends, that the marriage articles were binding on the wife of Jacobs, notwithstanding her infancy, or the conditions imposed by the articles; and that the provision made in the articles is an equitable bar to her dower; and that the payment of one third of the rents and profits on account of her supposed right of dower, and the other acts acknowledging such right, are not binding on him, both parties acting under an erroneous impression and mistake.
Previous to the decision by the English house of lords, in the case of Drury v. Drury, it appears that no rule was more thoroughly understood than that an infant was unable, by contract or consent, to part with her real estate, or any beneficial interest in it. No woman under age could absolutely bind herself to part with her freehold, or interest in another’s freehold property; and title to dower being an interest of the lat[288] ter kind, falls within the above rule. But in the case of Drury & Drury, it was decided by the house of lords that women marrying under age may be barred of dower, by jointure made previous to marriage, by their intended husbands; and that such provision comes within the operation of the statute of Henry the Eighth.
The marked difference between the institutions, habits and opinions of the two countries ought, in my opinion, to have some consideration in the decision of questions, even where they are similar in principle and correspond in facts. But it will be found, on comparison of the two cases, that there is a material difference between the case of Drury & Drury and the one before this court. In the former the infant was possessed of both personal and real estate in her own right, and the agreement was, that she should assign her personal estate to her intended husband, and receive in lieu of such estate, and of her dower, six hundred pounds per annum, during her life, to be paid her half yearly by the heirs of her husband. This was to be in full satisfaction of her dower, and also of her share of the personal estate, under the English statute of distributions. To this deed the wife was a party, and she executed it in the presence, and with the consent of her guardian, and with whose consent the marriage was solemnized. After the death of her husband, she administered on the estate, and not only claimed her dower, but also her part of the personal estate under the statute of distributions. In ' the case before this court the infant was not possessed of any estate, either real or personal, for aught which appears in the case. In the former case there were no conditions insisted on by which a forfeiture of the jointure might be incurred; while in the latter the woman is prohibited from re-marrying, and from contracting any debt, even for necessaries, over and above the sum of twenty dollars, without the consent of her husband, on the peril of a forfeiture of her jointure.
In England, society is so differently constituted from what it is here, and the customs and laws, and particularly the law of primogeniture, is so differently framed from what they are in this country, that a construction of the common law which may be deemed necessary there, is by no means applicable [289] h ere. There the custom of marriage settlement by jointure is common, in order to keep up the titles and the dignity of families in the male line; while here the practice is of rare and uncommon occurrence; a law, therefore, which may be proper and necessary there, would, in many cases, operate with much inconvenience here. There is also an inconsistency in the decision of Drury & Drury, which would not be tolerated under any other circumstances. Neither the laws of this country or England authorize or sanction the absolute conveyance of a freehold by a minor, while in the case alluded to, the woman, though an infant, is' permitted to part with her right of freehold in her husband’s estate. If, however, we are compelled to admit, by the decision of Drury v. Drury, that an infant may be barred of her dower by an ante-nuptial agree ment, in all matters fair and reasonable, it does not follow that an agreement entered into under circumstances such as those before this court, and containing conditions so repugnant to natural rights, must, of necessity, be binding.
It appears by the testimony, that the woman was altogether passive in the matter, for when she was asked whether she consented to the articles, her reply was, “just as Mr. Jacobs pleased to have themfrom which I infer, that there had been no previous agreement between her and her intended husband, and that the idea of marriage articles originated with Jacobs, he being a foreigner by birth and education, and not with the woman, or her friends and advisers, if she had any. The contract, therefore, was dictated by the intended husband ; and the woman being an orphan, and perhaps friendless, except so far as her guardian acted as her friend, and he stated that the part he took was to accommodate Jacobs, with whom he had been long acquainted, while he knew nothing of the woman until after the request of Jacobs that he would become her guardian. The circumstances under which this female was placed, it appears to me, give’ her a strong claim to relief in a court of equity. That the woman executed the articles in ignorance of her rights, is every way probable; and it is clearly settled, that where an instrument has been executed in ignorance of the law, a court of equity will relieve; [290] and in a case before Lord Talbot, he set aside a release executeid by an orphan, ignorant of the full extent of her rights. Eden on Injunctions, 7. The conditions imposed by this ante-nuptial article are such as ought to avoid it, if no other considerations would do it. By this article the woman is bound to contract no debt over and above the sum of twenty dollars, without the knowledge and consent of her husband, and for which he may be made accountable, on pain of forfeiting, not only the designated amount in lieu of dowei, but her dower also. This condition, however, is clearly illegal, as the law permits the wife, at all times, to contract debts for necessaries, while in the article she is bound not even to contract a necessary debt, amounting to more than twenty dollars, without breaking the contract.
The condition that the woman shall remain the widow of Jacobs, or forfeit the annual allowance, ought to find no countenance here. Any condition which imposes restrictions upon marriage is against the policy of the law, as the law encourages marriages. 4 Burrows 252. It is a general rule, that a condition annexed to a devise, or bequest for life, whereby it is to be divested by the marriage of the devisee or legatee, is to be considered as intended merely in Urrorem, and is therefore void; because limitations in restraint of marriage are not to be favored. Parsons v. Winslow, 6 Mass. R. 169. Kelly v. Monk, 3 Ridgeway’s Parliamentary Cases, 261, was a case where a legacy was left to a daughter by her father, upon the following conditions : 1. That she should not marry without the consent of her mother and uncle; and 2. Nor with such consent, unless the man she should marry had a freehold estate of five hundred pounds per annum. On the hearing of the cause, the Lord Chancellor observed, “that conditions prohibiting marriage, or leading to a probable prohibition of marriage, are condemned upon principles of sound and general policy, and are void. Conditions in restraint of marriage are odious, and therefore are held to the utmost rigor of strictness.” In principle, the condition imposed by Jacobs on this young woman was the same in effect as that in the above case, and it ought, therefore to avoid the marriage articles, and leave her to her legal rights of dower.
[291] It was contended that the [provisions made by the articles were ample, and therefore an equitable, bar to her dower. The real estate of which Jacobs died seised, was worth at least one hundred thousand dollars, and the annual stipend, therefore, was not equal to her dower, even if the objectionable provis-, ions had been omitted. An equitable jointure ought to be as certain as the dower; it ought to be certain in amount, and certain as to continuance, during the life of the widow. Now> can a provision, with the uncertainty depending on her marriage, and the contracting even necessary debts of more than twenty dollars, be as certain as her dower ? Had there been no articles insisted on by Jacobs previous to his marriage, his widow would have taken her dower without the interference of any one ; she would have been free to re-marry or not, as her interest or inclination might lead her, and during the life of her husband she would not have been restrained as to the amount of debts she might contract, except so far as her prudence should dictate. In Caruthers v. Caruthers, 4 Bro. Ch. 513, the master of the rolls observed, that he thought the case of Drury v. Drury, did not mean to decide that a guardian had a right to bind an infant, if the provision was not certain, or if she was to take only on a contingency. Lord Coke defines a jointure to be a competent livelihood of freehold for the wife, to take effect immediately after the death of the husband, and to continue for the life of the wife. In Drury v. Drury, the wife has as certain a provision as her dower ; therefore, that case only decides that where the provision is equally certain with the dower, it is good. In another case, 1 Bro. Ch. 154, the chancellor held, that to bind an infant, the settlement must be fair and reasonable. Taking into view, therefore, the circumstances of Jacobs at his death, the disparity in the ages of the parties, and other matters arising out of the connection^ I am of opinion that the settlement on the widow by the marriage articles was not fair and reasonable, and that she was accordingly entitled to her dower.
But when we advert to the acts of the executors, after ihe decease of the husband, in advising the widow to except her dower, and in actually paying her the one third of the nett proceeds of the estate for several years in succession, there [292] .can hardly be substantial reason urged why she should now ke ¿[eprived 0f it. Jacobs died in October, 1818, and it appears by the testimony of Mr. Bogardus, that a few days after ^is death, his widow consulted him on the subject of taking her dower in lieu of the marriage settlement; she said the executor had called on her and told her she had a right to take the dower, or to take under the marriage articles ; that Mr. Bogardus called on the executor, and inquired whether the widow had this right, to which he replied that she had, and that he had advised her to take the dower, and that she was a great fool if she did not. This was within ten days after the death of Jacobs. The other executor gave the same advice, and Bogardus finally informed the widow that he had seen the executors and had read the will, and advised her to elect to take her dower ; she did elect to take it, and requested him to notify the executors accordingly, which he did. His opinion was, that the" widow ought to execute some writing to cancel the marriage articles but the executor thought it unnecessary, for that the articles either were destroyed or that he would destroy them, and that Bogardus or the widow might destroy the counter part; upon which Bogardus delivered the widow the counter part, which she destroyed in his presence. In an application to the chancellor, in March, 1819, the widow stated her right of dower, and two of the executors, by a certificate attached to the application, admitted her to be entitled to dower. The chancellor, in two orders made by him, recognized and took it for granted that the widow was entitled to dower, particularly in the order of the 17th June, 1820, wherein he directs that the widow be paid the interest of one third part of the money- received for the premises in Fayette street, in lieu of her right of dower in the two houses and lots taken to improve Oliver street, and that the same be paid her during her natural life, or until she and the executors shall have agreed upon a gross sum to be paid her from the said.principal sum ; that she is justly charged with a part of the insurance, &c. so long as she chooses to receive her proportion of the rents from the executors instead of having her dower regularly assigned and set off to her. To all this there was no objection interposed by the executors? and her right of dower, therefore, was not only recognized, but [293] also her right to have it regularly assigned and set off to her, whenever she should deem it her interest so to direct. It was afterwards arranged between the widow and the executors that she should receive a gross sum of the money awarded for the property in Fayette street, in lieu of her right of dower in said property, and application was made to the chancellor for an order to that effect. In a certificate signed by two of the executors, they admit the receipt of the money for the two houses and lots, “ part of the real estate of which the said Jacobs died seised, and in which Elizabeth Jacobs, his widow, was entitled to dower.” In August, 1821, they paid the said Elizabeth $1484,50, as a full compensation for her claim of dower in the said premises, and received from her and her then husband, Teller-, a full discharge as for the dower of the said Elizabeth in the aforesaid property.
In the answer of the executor to the bill of complaint, he admits that he did pay and account to the widow for one third of the rents and profits of the real estate in the city of New-York, as and for her dower therein, from the death of her husband in 1818 to 1821. In February, 1821, the widow was married to Pierre Teller, about two years and four months after the executors had advised her to take her dower, and during which they had regularly paid her the one third of the income of the estate. After his marriage, Teller was consulted by the acting executor whenever any repairs or expense was to be incurred on the real estate, and in February, 1822, the executor informs him by letter what were the offers for renting a part of the property, and requests his opinion on such offers. On the 6th of August, 1822, he requests Teller to call and receive the balance of the last year’s rent. In his account rendered for the rents received from May, 1821, to May, 1822, an item of $166,48 is charged as commissions for collecting rents, &c. It appears, therefore, from the fact of the executor deeming it his duty to consult Teller and his wife on the subject of renting the property, and whenever repairs were necessary, and also from the fact of charging commission for attending to the business of collecting, &c. that he Was clearly acting as the agent of Teller and his wife, and that he considered himself as their agent, at least, so far [294] as they were interested in the estate. The question then is, shall the executor, after such unequivocal acts of agency, now plead that he did not act for Teller and his wife, but for others? In Dixon v. Hammond, 2 Barn. & Ald. 313, it was held that the settled rule of law is, that an agent shall not be allowed to dispute the title of his principal, and that he shall not, after accounting with his principal, and receiving money in the capacity of agent, afterward say that he did not receive it, or that he did not receive it for the benefit of his principal, but for that of some other person. If the executor was the agent of Teller and his-wife, and it appears to me it can hardly be questioned, then he has no right to dispute their title to the one third of the income and profits of the estate, and after accounting with them for years now say that he no longer receives for them, but for others.
The executor states, in his answer to the bill of complaint, that he was advised by John Anthon, Esq. counsellor at law, and who was one of the executors named in the will of Jacobs, that the marriage articles were invalid by reason- that the said Elizabeth was an infant, and therefore that she had a right of dower in the real estate of her late husband; but that in 1823 he obtained the advice of other counsel on the marriage articles, and that it was their opinion that the articles were valid and binding on the said Elizabeth, and that she had no right of dower in the real estate of her late husband ; and that he has since that period refused to pay or account to her or her husband, for any portion of the rents or profits of the said real estate. The opinion of counsel is not, however, set out in the case, nor is there any proof adduced that such was the opinion given, except the averment of the executor himself. Whatever may have been the opinion of counsel, the facts are, that the executor admitted the widow’s right of dower on the death of her husband ; he paid it to her quarterly for more than three years; he directed the marriage contract to be destroyed as of no validity; he joined in the statement made to the chancellor by the widow, admitted her right of dower, and that she had elected to take it; he complied with the decree of the chancellor, by paying the widow the one third of the money received for the property in Fay[295] ette street, and received from her and her husband a release as for her dower in that property ; he consulted Teller and his wife as to the renting of the property, as late as February, 1822, and actually paid them their portion of the rents in August of the same year; and after all this, shall he now be permitted to say that all was done through mistake and inadvertence, and for the want of knowledge'of the law? The case of Storrs v. Barker, 6 Johns. Ch. R. 166, may be referred to as establishing a principle that ought to govern in the case before this court. The property in question in that case was devised by the daughter of Barker to her husband, who, on the advice of Barker, sold it to Storrs. Barker, however, at the time of giving the advice and urging the sale to Storrs, was ignorant of his own title to the property, as the legal heir of his daughter; and on ascertaining this fact, he brought an action of ejectment against Storrs for the recovery of the land. The bill prayed for an injunction to stay the action. The chancellor held, that where one having title acquiesces knowingly and freely in the disposition of his property for a valuable consideration, by a person pretending to title and having color of title, he shall be bound by such disposition of the property, and especially if he encouraged the parties to deal with each other in such sale and purchase; and it would seem to be a wise principle of policy, that ignorance of the law, with knowledge of the facts, cannot generally be set up as a defence ; and it appears to be settled by a course of equity decisions, that ignorance of one’s legal right does not take the case out of the rule when the circumstances would otherwise create an equitable bar to a legal title. A perpetual injunction was decreed. And in the case of Lyon v. Richmond, 2 Johns. Ch. R. 51, it was held that the court does not undertake to relieve parties from their acts and deeds fairly done, with a full knowledge of facts, though under a mistake of the law ; for every man is charged at his peril with a knowledge of the law. Upon the same principle, when the executors in this case had all the facts before them—-the will of J acobs, the ante-nuptual contract, and a general knowledge of the circumstances under which it was executed—and with all these facts before them, unanimously advised the widow to claim her dow[296] er, ought they not to be bound by such advice ? And if it is a wjse principie 0f policy, that ignorance of the law with knowledge of the facts cannot generally be set up as a defence then we have a right to say to the appellant in the present case, you acted with a knowledge of all the facts ; you had the will, and as that refers to the marriage articles, you cannot plead ignorance of their contents and conditions ; and if through ignorance of the law, which you were bound to know you have permitted and advised the course you now repudiate, you must abide the consequences. Because you were ignorant, is no reason that others should suffer, especially when they acted on every occasion by your advice and counsel.
The case then stands thus : Under the advice of the executor, the woman destroyed the marriage settlement; and in consequence of this „ advice, as I infer, she married again. If she is not entitled to dower, therefore, because the marriage settlement is valid, she is not entitled to the provisions of the settlement because she has married and thus forfeited them. Not only the woman has been deceived by the advice of the executor, but the man who married her; for I have a right to infer from the circumstances of the case, had it not been for this advice, she would not have married, and by that means have forfeited the provisions of the marriage settlement, and that' the man would not have married her, had he not been advised that the marriage articles were void, and she entitled to her dower. Although, under every view of this case, I consider the act of the executor in refusing to pay the one third part of the rents and profits of the estate, for and on account of dower, to the said Elizabeth, as illegal and unjust, I nevertheless believe, from the general character of the individual for probity and uprightness, that he acted solely from an ignorance of the law, and not from any sinister or improper motives in bringing the matter to a final issue in this court. I am of opinion that the decree of the chancellor ought, in-all things, be affirmed.
On the question being put, Shall this decree be reversed ? the members voted as follows:
[297] In the -affirmative—-The President of the Senate, Mr. Justice Nelson, and Senators Armstrong, Bronson, Lynde, McLean, Talemadge, and Throop—8.
In the negative-r-Senators Allen, Conklin, Deitz, Gere, Mather, Maynard, Rexford, Sanford, Warren, and Westcott—10.
Whereupon the decree of the Chancellor was affirmed.
In the case of Drury and Drury, referred to in the preceding opinions, the law in England was settled, that an infant is bound by a legal jointure, and that in equity, in analogy to the statute, an infant may be barred by an equitable jointure settled upon her before marriage, by the consent and approbation of her parents or guardians. This decision was made under a statute of which our statute relative to jointures, passed in 1787, 1 R. L. 58, § 8 & 9, is substantially a transcript, and the question raised in Drury and Drury might, previous to the last revision of our statutes, have been agitated here, unless that decision was deemed binding upon our courts, it having been made previous to the revolution. Independent of that decision by the revised statutes, 1 R. S. 741, § 10 & 11, the law with us is no longer open to judicial construction>' at least as to cases arising since those statutes went into operation. Notwithstanding, as a legal curiosity, the Reporter is induced to republish the report of the case of Drury and Drury, from Lord Chief Justice Wilmots “ Notes of Opinions and Judgments,” as containing the reasons for the decision in that case, which are not to be found in any other report, and the work from which the report is taken not being very common in this country.
Footnotes
8 Wend. 267 (McCartee v. Teller) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.