Merritt v. Bucknam

77 Me. 253, 1885 Me. LEXIS 56
CourtSupreme Judicial Court of Maine
DecidedApril 8, 1885
StatusPublished
Cited by3 cases

This text of 77 Me. 253 (Merritt v. Bucknam) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Merritt v. Bucknam, 77 Me. 253, 1885 Me. LEXIS 56 (Me. 1885).

Opinion

Emery, J.

Whatever may be the equitable interests of the demandants in the demanded land, or whatever interest or title they might acquire therein, through appropriate equity proceedings, they can not recover judgment in this real action, unless at the date of their writ, December 15, 1882, they had then vested in themselves, the legal title, and immediate right of possession.

Their only claim of title is under the fifth clause of the will of Louise J. JBucknam, which is stated in full in report of the case. The demandants are the trustees referred to in said clause. The tenant claiming under said Coffin, had ceased to pay said annual sum of fifty dollars, and the alternative condition named in the will has not been performed.

It may be admitted that the legal title the testatrix intended to confer on the demandants, on the happening of the contingency, is a fee. It is equally clear we think, that whatever equitable rights the testatrix intended to confer on the demandants, she did not intend them to take any legal title until the contingency happened. She first devised the land "to Hiram Coffin, his heirs,” etc., upon conditions. "But if,” (to quote from the will, ) "the said Hiram, or his heirs, fail in any way to perform the conditions above named, then I give and bequeath the farm to the M. E. church,” etc. The devise to "Hiram Coffin, his heirs,” etc., was, in effect, afee, though charged with certain burdens and conditions.

The devise over was of the fee, but clearly the devise over of the legal title to the land itself, was not to be, unless and until the failure of the first devisee, or his heirs, to perform the conditions. Whatever equitable interest the second devisees might have in the land, whatever rights they might have against it, to enforce the payment of the annuity, their legal title, their fee could not be in existence until the time when there should be a failure to perform the conditions.

[259]*259That date was wholly uncertain. It might have been immediately after the death of the testatrix. It might not have been, until long after the lapse of a life time and .twenty-one years.. Such a devise is an executory devise, and to be valid, it must take effect, the fee must vest, the contingency occur, within a¡ life in being and twenty-one years, reckoning from the death of the testator. The contingency must happen. It must be such' that it will necessarily happen within the time of a life in being" and twenty-one years. If the contingency be such that possibly it may not happen within the prescribed time, the devise over-is void.

This is the old, well known, inflexible rule, established long1 ago in the common law, to guard against perpetuties. Whatever may be the intention of a testator, no effect can be given to it, if it violate that rule. It may seem an arbitrary rule, but it is. a wise rule, and one that must be enforced. A full and clear exposition of this whole subject of the nature of executory devises, the scope of the rule against perpetuities and its effect on executory devises may bo found in Brattle Square Church v. Grant, 3 Gray, 142; Fosdick v. Fosdick, 6 Allen, 41; Odell v. Odell, 10 Allen, 1.

The authorities are there fully and correctly cited, and we referió those cases, rather than consume space by quoting from them, or other authorities, see also the late case, Theological Education Soc. v. The Attorney General, 135 Mass. 285, also, Slade v. Patten, 68 Maine, 380. The devise over in this case, under which the demandant claims depends upon a contingency which, might not happen until after the period prescribed by law. The: conditions might not have been performed until after such lapse. The devise therefore, offends against the rule, and cannot be-sustained. The testatrix’s attempt to create an estate in thedemandants in that contingency failed, as not being permitted by law, and the demandants, whatever other rights they may have, did not acquire under the will the legal estate necessary to entitle them to judgment in this action.

The demandants’ counsel claim that there are some matters, or provisions connected with the devise of the farm, which will [260]*260uphold the devise to the demandants, as not offending against the rule above named. They say that the devise to Coffin and his heirs, is upon a condition with an alternative, which he could perform at his option. The alternative was the right to free himself from the condition by paying a gross sum at once. The argument is, that he could make an absolute title in himself, free from any condition, by paying a gross sum, that the limitation of the estate,,is within his control, that he should be held to sustain all the devises, and should not be allowed to defeat ■the devise over, and thereby enlarge his own estate by neglecting to either perform, or commute the condition.

We have no occasion to consider the estate rights, or duties, ¡of Coffin, or of those claiming under him. Whatever duties they may owe in relation to this land, can perhaps be enforced ¡against them, or the land by proper proceedings. This case •stands or falls on the legal title of the demandants under the will. The time of the vesting that title has been shown to ■be too uncertain, and possibly too remote. The addition of the alternative to the condition does not remove the uncertainty, .nor abridge the possible remoteness of the time. The contingency of the failure to perform both alternatives might not happen until after the lapse of the time prescribed by law. Whatever may be the rights or duties of the first taker, the ■inflexible rule of law will not recognize any estate attempted to be vested in a second taker so long as there is any chance that it may not vest until after the prescribed time. The ingenuity ¡of the able counsel has not removed that chance from their ■clients claim.

Again it is contended, that the church took at the death of the testatrix a present vested interest of some kind, capable of being released, and that a conveyance by the church and by Coffin would convey the whole estate, free from condition thus removing the objection of a perpetuity.

But the church took no legal estate in the land. It was not entitled to all the rents, or income. It only took a right to a specified sum as an annuity. It could in no way interfere with •the land, its title or possession by its own act. It could not [261]*261maintain any process in relation to it, so long as the annuity was paid. The annuity could not he assigned by the church, and Coffin need not have paid it to any one else but the church. The testatrix’s bounty was intended for the support of the preaching of the gospel, presumably in that church. That bounty could not be diverted. If that church would not administer it, trustees would be appointed by the court, that the benevolent intent of the testatrix might not fail. The cases cited by the demandants’ counsel appear to be cases where it was sought to reach the land by process in equity, to charge it with the payment of a legacy, or annuity.

The cases cited may declare that such a legatee has a vested interest in the payment of the annuity, but we think none of them go farther, than to declare a lien on the land for such payment, enforceable in equity. We find no case in which it is declared that such a legatee has a legal estate in the land, independent of a court of equity. Wo do not need to discuss further, the interest of the church, nor the estate of Coffin, or the tenant under him.

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Bluebook (online)
77 Me. 253, 1885 Me. LEXIS 56, Counsel Stack Legal Research, https://law.counselstack.com/opinion/merritt-v-bucknam-me-1885.