Morehouse v. Cotheal

21 N.J.L. 480
Supreme Court of New Jersey·Decided October 15, 1848·Published

Opinion

Greek, C. J.

The first point raised by the demurrer in this cause is, that it is not sufficiently shewn by the declaration that the plaintiffs are entitled to any estate iu the premises, wherein the waste is charged to have been committed.

The plaintiffs claim title under the will of Elizabeth Wilmurt, and the validity of the objection depends upon the true construction of that will. The declaration states that Elizabeth Wilmurt, by her last will and testament in writing, devised the lands and tenements in question, with the appurtenances, to her daughter, Sarah Ann Wilmurt, and her heirs forever: and by the same will further gave to Sarah Ann, Rose and Elizabeth W. Heyer, and their and each of their heirs forever, the reversion of the same lands and tenements, in case her daughter, Sarali Ann Wilmurt, should depart this life without leaving lawful issue. "By the terms of this devise it is clear that at common law, Sarah Ann Wilmurt would have taken an estate tail in the devised premises. Ko rule of construction is better settled than that a devise in fee with a limitation over opon an indefinite failure of issue, constitutes an estate in fee tail. And no rule has been more frequently discussed and more repeatedly decided, both in England and America, than that under the terms of the devise, the limitation over is upon an indefinite failure of issue. The authorities upon this point are believed to be uniform. This construction is of course liable to be defeated, if an intention appears upon the face of the will to limit the failure of issue to the death of the first taker. There is a class of eases referred to upon the argument where the use of the term “ survivor ” or surviving ” has been held to indicate such intent on the part of the testator; and consequently, to convert the estate devised from a fee tail, into a fee simple conditional, with a limitation over by way of executory devise.

There is nothing, however, upon the face of the present will [486] to indicate such an intent on the part, of the testator. The devise over is clearly upon an indefinite failure of issue, and vests therefore, in Sarah Ann Wilmurt at the common law, an estate tail. By operation of the 11th section of the act directing the descent of real estates, (B. Stat. 241) (a) Sarah Ann Wilmurt, the first devisee in tail, took an estate for life only, with remainder over in fee to her children, as tenants in common.

The-declaration, therefore, shews that the plaintiffs, who are the'children of Sarah Ann Wilmurt, have an estate in the devised premises. Upon this ground the demurrer cannot be sustained.

The second point relied on, in support of the demurrer is that it is not averred in the declaration, that the will, under which the plaintiffs claim, was executed with the formalities required to constitute a valid devise of real estate.

The decláration avers that the will was in writing, but not that it was signed and published by the testator, in the presence of three subscribing witnesses.

The authorities are very generally agreed, that in pleading a will, it must be pleaded to be in writing, pursuant to the statute of wills, 32 Hen. 8—2 Salk. 519, pl. 17; Birch v. Bellamy, 12 Mod. 540; 1 Saund. 276, c. note; 2 Bac. ab. “Stat.” L. 3; Stephens Plead. 332; Gould’s Plead, iv. § 47. And both the early and the later precedents conform to this requirement. '

The rule is stated to be, that when a statute makes writing necessary to a common law matter, where writing was not necessary at common law, you need not plead the thing to be in writing: but where a thing is originally made by statute, and required to be in writing, you must plead it, with all the circumstances required by the act.

If the principle be sound, (and I do not find it any where questioned,) it would seem to be equally necessary to state all the circumstances required by the original act, not only — but all the circumstances required by subsequent acts upon the same subject.

[487] We find it accordingly laid down, that where the power to do an act was originally granted by a statute, it must be shewn in pleading that the act was done according to the direction of the statute, and of every subsequent statute, relative to the subject. If a will of lands be pleaded, it must be shewn that the will is in writing, as by the 32d Hen. 8 Ch. 1, (by which power to make such will was first given) is directed. And it must likewise be shewn that the requisites made necessary to the validity of such will by the 29th Car. 2 Cap. 3, have been complied with. Bac. ab. “Statutes” L. 3.

“ The same reasons,” (says Judge Gould,) “which require a devise to be pleaded as being in writing, render it equally necessary to allege an observance of all the other requisites prescribed by statute as essential to its validity.” These requisites being expressly made as indispensable to the validity of such instruments as writing itself. And hence, he who now pleads a devise, must aver not only that it is in writing, as provided by the statute of wills, (32 Hen. 8,) but also that it is signed and attested according to the provision of the statute oí frauds, (29 Car. II c. 2 § 5.) For this latter enactment, relating to the same subject matter as that of the statute of wills, and being in effect only supplementary to it, is to be taken notice of in pleading, as if it formed a part of the elder statute. Gould’s Pl. Chap, iv, § 48.

These authorities, standing uncontradicted, would seem to be decisive of the question, and yet it is worthy of notice that with a single exception, to be found in 2d Chitty, 591, the precedents in the English books simply aver the will to be in writing, without mention of the requisites prescribed by the statute of Charles. 1 Saund. 250; 2 Saund.1. 234; 1 Lilly’s Ent. 207; 3 Went. Pl. 492; 3 Chitty Pl. 1361.

The earlier and more authorative precedents, to be found in Saunders, are prior in point of time to the statute of frauds, and of course shed no light directly upon the question; and yet it is remarkable that so distinguished and accurate a pleader as Sergeant Williams, in his notes to those precedents, written after the enactment of the statute of frauds, should have made [488] no allusion whatever to the important changes introduced by this statute, if he regarded the statute as rendering the averment necessary. His statement that it is necessary to aver that the will is in writing, as required by the statute of wills, and his entire silence in respect to the requisites of the statute of frauds, would seem to be indicative of his opinion upon the point.

In Everara v. Paterson, 8 Taunt. 628, one of the counsel is reported as saying, in argument, that though in an anonymous case, it was once said that in pleading a will of land, it was necessary to show it was executed according to the statute, because a will is wholly the creature of a statute, yet it is unnecessary so to do, and the practice is universally contrary.” “ To which,” (the report adds,) “ the court assented.”

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Morehouse v. Cotheal, 21 N.J.L. 480 (N.J. 1848).

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