Nichols v. Romaine

9 How. Pr. 512
CourtThe Superior Court of New York City
DecidedMay 15, 1854
StatusPublished
Cited by1 cases

This text of 9 How. Pr. 512 (Nichols v. Romaine) is published on Counsel Stack Legal Research, covering The Superior Court of New York City primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Nichols v. Romaine, 9 How. Pr. 512 (N.Y. Super. Ct. 1854).

Opinion

Hoffman, Justice.

The protracted litigation in this suit, and the difference of opinion which has existed in the court [513]*513respecting some of the points heretofore raised, and bearing upon every step of the cause, required a careful examination of the present applications.

It has become the law of the case in this court, by a decision at the general term, that the question whether there was an out and out conversion of the real estate into personalty by the will in question can not be determined without the devisees being parties; and again, that it would be improper to decide that the codicil has not effected a charge upon the real estate in favor of the plaintiff without hearing such devisees. The court, if fully convinced, might indeed say that there was no charge, and then the devisees, of course, need not be heard, but not otherwise.

This objection has been substantially raised by S. B. Romaine, an executor, as well as devisee, and Gregory Dillon, an executor and husband of another devisee. It is expressly taken in other answers of defendant’s devisees, already before the court. Of course, if it is clear that there is no charge, it is an answer to the present application to bring in others, and this is now insisted upon.

After the decision at general term, the plaintiff applied for an order of publication against one of the devisees, a resident in another state. This motion was denied in March last, but upon a ground which enabled the court to permit it to be renewed.

At the April special term the application was renewed, and upon the additional fact stated, of a release having been executed by the plaintiff of his claim under the will and codicil, to all the real estate situate elsewhere than in the city and county of New-York; and upon a formal entry offered in open court, and to be made in the cause upon the record, to the effect that the plaintiff appeared by his attorney, and freely released from the lien of the bequest or devise in the codicil set forth, all the real estate of the testator therein mentioned situated elsewhere than in the city of New-York, and confined and restricted his claim to such real estate."

Some discussion arising at the hearing of .this motion, [514]*514respecting the propriety of amending the complaint, the case, was postponed for the purpose of applying on notice for such amendment, and such motion has now been made and argued. Both applications are thus before me.

The two objections which require examination are, first, that there is no charge upon the real estate at all; and next, that if there is, it is not of such a nature as will confer jurisdiction on this court; in other words, that it does not create an estate or interest in real property, within the meaning of the 123d section of the Code. The objection, that it is too late to make a motion to amend, is answered by the history of the case, the decision at the special term, and the comprehensive provision of the Code, (§ 173.)

First. That the bequest given in the codicil operates as a charge upon the real estate seems to me. indisputable. The two named grandchildren “are to be maintained, classically educated, and fully supported, out of his estate, in a suitable manner, as if they were his children, until they obtain their several professions.” And again, “ The expenses and charges for that purpose are not to affect the share and proportion of his estate, in his said will bequeathed to Ann Nichols, the mother of these grandchildren.”

By the sixth clause of the will, all his property, real and personal, is to be divided into six equal shares, in the first instance; and he proceeds then to dispose in a special manner of one of such shares. By the seventh clause he directs all the rest, residue and remainder of his said estate, real and personal, to be divided into five equal shares, one of which he gives to his daughter Ann Nichols, above named.

Thus the estate charged by the codicil is ascertained by the nature of the estate given to Ann Nichols, and exempted from its operation; and the estate given is a fifth of the residue of his real and personal property; and the estate in each of the others, and made liable, is a fifth of such residue, of the real and personal property.

The effect of the sixth and seventh clauses, of the will, taken together, is, that each of the devisees, or each class of devisees [515]*515named in the seventh section take a fifth of the actual residue, after payment of debts, and after deducting the dower right, and also one-eighteenth of the whole estate. The one-third part of one-sixth is given in the sixth clause to a son of a deceased daughter, to be paid to him when he attained twenty-one : the interest to be applied to his use in the interim; and if he dies before twenty-one, without lawful surviving issue, it falls into the estate, to be distributed as provided respecting the other parts of his property.

Thus then the devisees named in the seventh clause have among them an absolute estate and interest in seventeen-eighteenth parts of the actual residue, and an expectant estate in the remaining eighteenth ; and the son, B. R. Saul, has the interest of that share until he attains twenty-one; has the whole estate in it if he reach that age. His lawful issue, if any, take it should he die before; and in the event of his' death within the period, and without issue surviving, the devisees named in the seventh clause take it absolutely.

Therefore, with the exception of the contingency of this son dying before twenty-one, leaving issue, (who of course are now uncertain,) the whole estate (dower., deducted) is vested in definite persons now before the court or sought to be brought before it.

It cannot be supposed that this contingency would prevent a judgment of sale of the property if the charge exists. It could in no way operate further to withhold a sum from immediate payment, proportionate to the contingent interest. It is needless to decide whether this vrould be necessary.

If this bequest had been given in the will prior to the devise of the residue of the estate, I should suppose that no ingenuity could have raised a doubt as to its being a charge. ,

From Aubery agt. Middleton, (2 Eq. Ca. Abr. 479, p. 16,) down to Merchons agt. Scaife, (Mylne Craig, 896, in 1837,) there is a long series of authorities to sustain it as a charge, and I believe none materially to weaken it. The whole good sense and sound law of the subject is expressed by Lord Cottenham in the last cited case: “ When a testator speaks of [516]*516the rest and residue of his personal estate, he means what would remain after payment of his debts and legacies. It is natural to suppose that he uses the words in the same sense when applied to his real estate.” See also the case of Tracy agt. Tracy, (Barbour Rep. 503,) which, although a decision at special term, is in my opinion sound, pertinent, and entitled to much weight.

I do not think that there is any ground for a distinction between these cases and the present, on account of the bequest being made in the codicil after the devise of the residue in the will. On the contrary, when a deviser gives a residue, and subsequently declares that such residue shall be subject to a pariicular charge, the case is stronger than that of a bequest, and than a devise of a residue.

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Bluebook (online)
9 How. Pr. 512, Counsel Stack Legal Research, https://law.counselstack.com/opinion/nichols-v-romaine-nysuperctnyc-1854.