Merrill v. American Baptist Missionary Union

62 A. 647, 73 N.H. 414, 1905 N.H. LEXIS 73
CourtSupreme Court of New Hampshire
DecidedDecember 5, 1905
StatusPublished
Cited by10 cases

This text of 62 A. 647 (Merrill v. American Baptist Missionary Union) is published on Counsel Stack Legal Research, covering Supreme Court of New Hampshire primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Merrill v. American Baptist Missionary Union, 62 A. 647, 73 N.H. 414, 1905 N.H. LEXIS 73 (N.H. 1905).

Opinion

Chase, J.

The terms of the devise are: “1 give, bequeath, and devise to my four children [naming them] the use, income, and occupancy of my coal-yard property [describing it], to them and their heirs forever, by ” their doing the acts specified. The right to exercise and enjoy the use, income, and occupancy of material things constitutes ownership; and a conveyance of these powers over particular things is ordinarily a conveyance of the things themselves. “A devise of the income of lands is, in effect, a devise of the lands.” Reed v. Reed, 9 Mass. 372. See, also, Sampson v. Randall, 72 Me. 109; Hopkins v. Keazer, 89 Me. 347, 355; Diament v. Lore, 31 N. J. Law 220. It is evident that “use, income, and occupancy” were used by the testator in this sense, and that he intended thereby to devise the ownership of his coal-yard property, or, expressing the idea in still briefer terms, to devise the property itself.

The devise is to the four children, “ to them and their heirs forever.” These are apt words to devise the property in fee. But there are other provisions in the will which seem to qualify the meaning of these words. Passing by, for the moment, the provisions relating to the care of the property and the disposition of its income, this provision is reached: “ Should my heirs and their heirs cease to exist, and the time ever come when there was no lineal descendant to occupy and care for said property as above directed, I would then give, bequeath, and devise the same,” etc. This provision conveys the idea that the property should continue in the lineal descendants of the testator so long as there are any. *416 Reading the first provision above considered and this provision together, it seems that the testator’s intention was to give his four-children a conditional fee in the property, or an estate in fee tail, instead of an absolute fee. But such intention conflicts with public policy relating to restrictions upon the alienation of real property. Prior to the passage of the statute de dtinis, conditional estates of this kind were not considered with favor by the courts, because they tied up property indefinitely. The courts adopted what Blackstone characterizes “subtle finesse of construction, . . . in order to shorten the duration of these conditional estates,” and held, among other things, that the birth of issue to-the first taker fulfilled the condition and converted the estate into-an absolute fee. To prevent the courts from thus controlling the-law, the statute of Westminster the second, commonly called the statute de donis, was passed. It “ revived in some sort the ancient feudal restraints which were originally laid on alienations, by enacting that from thenceforth the will of the donor be observed,” thus paying “ a greater regard to the private will and intentions-of the donor than to the propriety of such intentions, or any public considerations whatsoever.” 2 Bl. Com. 110, 111, 112. At first it seems to have been understood that the statute de donis was in force in this state, and that estates tail might be created;. but in 1857 it was held that the statute had been impliedly repealed by the state statutes relating to the descent and devise of property, and consequently that such estates no longer exist-here. Jewell v. Warner, 35 N. H. 176; Crockett v. Robinson, 46 N. H. 454. A statute was passed in 1837 enabling a tenant in-fee tail to convey the land by deed and thereby bar all remainders- and reversions expectant on the estate tail. Laws 1837, c. 340, s. 1. This provision was continued in the Revised Statutes (c. 129, s. 1), but was dropped upon the enactment of the General Statutes in 1867, no doubt because of the intervening decisions above cited. The policy of the state, now well established, is that real estate shall not be tied up indefinitely by entailment. Attempts to do so in a case like this result in the transmission of an estate in fee, instead of in tail. Crockett v. Robinson, supra. A primary object of the testator in this case appears to have been to insure the payment to the three societies named, of the annuities given to them. As will be seen later on, this object is not defeated, nor is its fulfilment imperilled, by following the policy of the state in the interpretation of this devise. It follows, also, from what has been said that there was no remainder or reversion for the devise over to the societies to operate upon, in case of the failure of the testator’s issue. Further than this, it is plain that the failure of issue referred to was not a failure at the death of *417 the first taker, but a failure at some indefinite time in the future. The language is, “ should my heirs and their heirs cease to exist, and the time ever come when there was no lineal descendant,” ete. This language removes all doubt on this point. The devise over to the societies, being limited upon an indefinite failure of issue, conflicts with the public policy above mentioned, and is void for remoteness. Downing v. Wherrin, 19 N. H. 9; Hall v. Chaffee, 14 N. H. 215, 221; Pinkham v. Blair, 57 N. H. 226; Edgerly v. Barker, 66 N. H. 484, 459. «The estate which the four children got by the devise “ to them and their heirs forever ” was an estate in fee, notwithstanding the subsequent provision in the will above considered.

But the four children, and all others who succeed them in title to the property, are charged by implication with a trust in respect to it, to a certain extent. New Parish in Exeter v. Odiorne, 1 N. H. 232, 236; Hutchins v. Heywood, 50 N. H. 491, 496; Tappan’s Appeal, 55 N. H. 817, 820, 821. The devise “to them and their heirs forever ” is “by their keeping the buildings insured and in good repair, paying all taxes and claims against said property, including any deficiency arising in the settlement of my estate, making such improvements from time to time as the business seems to warrant and require, and paying ” the annuities to the societies named, and the balance of the net annual income from the property to the wife annually during life. By the death of the widow she has ceased to be a beneficiary under the trust. No suggestion has been made that there are any claims outstanding against the property or the testator’s estate. Apparently, the only beneficiaries of the trust now left are the three societies. They and the plaintiffs are the only parties interested in the property. It clearly appears that the testator’s intention was that the annuities should be paid from the income of the property — not from the property itself. This appears from the fact that, after making provision for the payment of the taxes, insurance, and other incidental charges against the property and the annuities to the three societies, the testator provides that “ the balance of the net annual income ” shall be paid to his wife annually during life.

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Bluebook (online)
62 A. 647, 73 N.H. 414, 1905 N.H. LEXIS 73, Counsel Stack Legal Research, https://law.counselstack.com/opinion/merrill-v-american-baptist-missionary-union-nh-1905.