Merriam v. Wolcott

61 How. Pr. 377
CourtNew York Supreme Court
DecidedAugust 15, 1881
StatusPublished
Cited by7 cases

This text of 61 How. Pr. 377 (Merriam v. Wolcott) 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
Merriam v. Wolcott, 61 How. Pr. 377 (N.Y. Super. Ct. 1881).

Opinion

E. Darwin Smith, Referee.

In construing a will the first inquiry that suggests itself will naturally be, at and from what period its language speaks.

Jarman on Wills (page 298) says, upon this point, that “For some purposes a will is considered to speak from its date of execution,’ and for others from the death of the testator. The former being the period of its inception, and the latter that of the consummation of the instrument.”

The rule is well stated by the supreme court of Connecticut in two cases—Canfield agt. Bostwick (21 Conn., 550), and Gold agt. Judson (21 Conn., 616), as follows: “The general rule is that a will speaks from the death of the testator and not from its date, where there is nothing in its language indicating a contrary intention.' When a testator refers to an actual existing state of things, the language is referential to the date of the will ” (Vide 1 Jarman,, 318; Van Alstyne agt. Van Alstyne, 28 N. Y., 377; Van Vechten agt. Van Vechten, 8 Paige, 116; McNaughton agt. McNaughton, 41 Barb., 50, and Id., 34 N. Y., 201).

So far as relates to the existing state of things when this will was made, the testator must be considered as speaking from its date, of his children, of the plaintiff and her two children, of her then husband, and of the relations then existing between the plaintiff and her then husband. The plaintiff was then living with him with her two children, and her [381]*381husband had separated from and abandoned her, charging her with adultery, which imputation was known to the testator. All else spoken of or referred to in the will, so far as respects the plaintiff, relates to the future and speaks from the death of the testator. The plaintiff and her husband at the date of the will were then separated, and the testator doubtless supposed that such separation was final, and he probably contemplated that a divorce at the .instance of one or the other would sooner or later confirm such separation. They were both young persons, having been married only about four years, and he doubtless considered that they would in future desire, one or both of them, to form other matrimonial connections, and in making said will he doubtless intended to interdict, so far as he was able to do so, his daughter from contracting a second marriage. His intention in this particular clearly must prevail, unless it is inconsistent with the rules of law. If she had been his wife he unquestionably might have any devise or bequest or legacy to her dependent upon the condition that she should remain his widow, and to determine upon her contracting a second marriage. She was his daughter, and he could have made any legacy or devise to her dependent upon her remaining unmarried if she had been under the age of twenty-one years, till she arrived at such age (Stachpole agt. Beaumont, 3 Vesey, 94); or without the consent or approval of other relatives, or of his executors under restrictions which are not unreasonable (2 Jarman on Wills, 42).

By the civil law from which the courts of equity in England derived ’many of their rules in respect to personal legacies, all conditions in wills restraining marriage, however qualified, were absolutely void. Our courts,” said an eminent English judge (lord Bosi/yn) in the case of Stackpole agt. Beaumont (3 Vesey, 95), above cited, in deciding questions that arose upon legacies out of lands, properly followed the rule that the common law prescribed;” but as to legacies relating to the personal estate it was otherwise. “ It is impossible,” he said, to reconcile the authorities or range them under one [382]*382sensible, plain, general rule.” These rules were derived from the ecclesiastical courts, which follow largely the civil law.” But he held in that case that the law of England did allow restraint upon marriage under the age of twenty-one years, and said that, “ confined to such cases where the restraint operated only up to the age which by the law and policy of the country consent is necessary, he had no difficulty to say there was no authority to lead the court to presume that such a condition was invalid.” This is as far as the lord chancellor would go. In Long agt. Dennis (4 Burr, 2052), lord Mansfield said: “ Conditions in restraint of marriage are odious, and are therefore held to the utmost rigor and strictness. They are contrary to sound policy.”

Judge Stoby, in his Equity Jurisprudence (sec. 280), thus summarizes the decisions of the English courts as follows : “ The general result of the modern English doctrine on this subject (for it will not be found easy to reconcile all the bases) may be stated in the following summary manner: ‘Conditions annexed to gifts, legacies, and devises in restraint of marriage are not void, if they are reasonable in themselves and do not directly or virtually operate as an undue restraint upon the freedom of marriage. If the condition is in restraint of marriage generally, then, indeed, as a condition against the public policy and the due economy and morality of domestic life, it will be void.’ ”

Fonblanque on Equity (page 198, note 9), says: “If the condition be precedent and annexed to land, it must be strictly performed in order to entitle the party to the benefit of the gift. If the estate is personal, the force and validity of the conditions must be reasonable. If the conditions be subsequent, its validity will depend on its being such as the law will allow to divest an estate.”

Colee Lit., 206 b. (Qodolphvn, also, as Story says, see. 283), correctly laid down the general principle that all conditions against marriage are unlawful, but if the condition is only such as where marriage is not absolutely prohibited, but only [383]*383in part restrained as in respect to time and place and person, such conditions are not to be utterly rejected.

But judge Stoby, in section 287, also says that one distinction is between cases where, in default of a compliance with the condition, there is a bequest over, and cases where there is no bequest over upon a like default of a party to comply with the condition.” In the former case the bequest over becomes operative and defeats the prior legacy. In the latter, that is where there is no bequest over, the condition is treated as ineffectual.

Judge Stoby, in stating this distinction between the cases, does not modify the view of conditions in restraint of marriage, stated above in his summary of the result of the modern English cases, in section 280 above cited, or assent to the reasonableness of the distinctions suggested in this section 287. He merely stated the fact that such distinction is made in the cases, and the result or effect of the conditions in restraint of marriage when there is a bequest over. There is, it is true, such dicta or assumption, as he suggests, in many of the cases in the English reports, but there is not, I think, an express decision of the point where it was essential to and involved in the actual decision made.

The cases cited by judge Stoby, in respect to the distinction stated in this section 287, are Clarke agt. Parker (19 Vesey,

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Bluebook (online)
61 How. Pr. 377, Counsel Stack Legal Research, https://law.counselstack.com/opinion/merriam-v-wolcott-nysupct-1881.