Partridge v. Cavender

96 Mo. 452
CourtSupreme Court of Missouri
DecidedOctober 15, 1888
StatusPublished
Cited by20 cases

This text of 96 Mo. 452 (Partridge v. Cavender) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Partridge v. Cavender, 96 Mo. 452 (Mo. 1888).

Opinion

Sherwood, J.

The object of this proceeding,-instituted in May, 1885, is to charge the incomes, both accrued and accruing, of a certain trust estate held by John M. Clover, as trustee for Robert S. Cavender, in order to satisfy a judgment in favor of plaintiffs for $5,846.22, rendered in 1879, in the United States circuit court for the southern district of Illinois. On this judgment, execution issued and was returned nulla bona. The incomes referred to are derived from certain pro£>erty devised by the last will of Jno. Cavender, deceased, probated in 1862, in the probate court of the city of St. Louis. t

■ The provisions of the will, so far as pertinent here, areas follows: “And fourthly, the other half thereof (the residuary estate of the testator), reckoning and including therein any and all advancements to my son, Robert Smith Cavender, in my lifetime, made, my said executors, trustees as aforesaid, or the survivor of them, shall hold in trust for the use and benefit of my son, Robert Smith Cavender, for and during the term of his natural life; and I do hereby require and direct my said executors, trustees as aforesaid, or the survivor of them, to invest the same in such real or personal estate, or in such real or personal securities, and the same to sell again, and the proceeds thereof to reinvest in such other real or personal estate, or in such other real or personal securities, as they or the survivor of them shall deem best, and receive the rents, issues, profits and incomes thereof, and the same to pay over to the said Robert Smith Cavender, semi-annually, at the end of each and every half year, reckoning from the date of my decease, on Ms personal receipt therefor, without the said Robert having any power to sell, assign or pledge the sarnie [455]*455previous to the payment thereof to him, as aforesaid, by way of anticipation / which said receipt shall be to said trustees, or the survivor of them, 77¿ar full acquittance and discharge therefor.

“And until my said estate shall have been sold and converted into money, in the manner aforesaid, and the portion above herein given to said Robert, for the term of his natural life as aforesaid, shall be ascertained in the manner aforesaid, and not being longer than ■ four years from and • after my decease, my said executors,, trustees as aforesaid, or the survivor of them, shall, in place of the said annual income, pay to my said son Robert out of the said half of the said residue of my estate above herein given to him for and during the term of his natural life, as aforesaid, the sum of one thous- and dollars per annum, payable semi-annually at the end of each and every half year from and after the date of my decease, on his personal receipt, in the manner aforesaid.”

The accrued incomes in the hands of the trustee, Glover, at the time of filing the petition, amounted to the sum of $6,786.86, and the fair semi-annual income of the estate, when properly invested, amounts to five hundred dollars. This is the substance of the petition, which concludes with a prayer for sequestration of the incomes and injunction in usual form.

Defendants Cavender and Glover filed general demurrers to the petition. Defendant Post filed answer, alleging that during the years 1878, 1879 and 1880, he rendered legal services to Cavender in preserving the real estate aforesaid, and that, in consideration-of such services, Cavender, in April, 1885, by deed, assigned to him all incomes from the trust estate,' accrued and accruing, that the trustee was notified' thereof, and by reason of such assignment, the plaintiffs had no right to recover the same. To this answer, the plaintiffs demurred generally.

The court held the petition and answer insufficient; [456]*456rendered final judgments, and the plaintiffs and the defendant and intervenor Post, have appealed.

The validity of trusts having clauses against alienation, though without cesser or limitation over, has been decided in Lampert v. Haydel, ante, p. 439.

This record presents two questions : (1) Whether the accrued and accruing incomes in this case can be reached by creditors, as attempted by plaintiffs \ (2) Whether the deed of assignment made by the defendant Cavender had the effect to transfer such incomes to the intervenor Post ?

I. In construing wills, the familiar rule prevails that they are to be construed as a whole; liberally construed ; construed with reference to the intention of the testator; and unless that intention if carried out will violate some positive rale of law, or subvert some rule of public policy, such intention must be allowed to control, and be effectuated by the courts. And in construing wills which create trusts, the same liberality of construction as to such trusts prevails. In the present case, the language of the testator is: “Receive the rents, issues, profits and incomes thereof, and the same to pay over to the said Robert Smith Cavender, semiannually, at the end of each and every half year, reckoning from the date of my decease, on his personal receipt therefor, without the said Robert having any power to sell,, assign or pledge the same previous to the payment thereof to him, as aforesaid, by way of anticipation : which said receipt shall be to said trustees, or the survivor of them, their full acquittance and discharge therefor.”

What is the central idea of the testator, as disclosed by this clause of his will ? It seems to me that it is this : To so guard the incomes of 'the trust estate, that previous to their being paid to the beneficiary, and his personal receipt given therefor, he was to have no power over them whatever; in a word, they were not to belong to him until then. [457]*457It is true, no mention is made about their being made liable for his debts; but is not this fairly inferable from that clause and the whole context of the will ? The incomes are to be paid to him during his natural life ; this clearly indicates a provision for his support for that period. If such was the intention of the testator, would not that intention be completely frustrated, if those incomes could be reached in any other way than that specifically pointed out by the founder of the trust ?

Certainly no process of the courts looking to a sequestration of the incomes for the payment of debts could supply the place of the personal receipt of the beneficiary, and of a personal payment to him. On this point, an eminent text-writer remarks: “In short, if a trust is created' for a specific purpose, and is so limited that it is not repugnant to the rule against perpetuities, and is in other respects legal, neither the trustees, nor the cestui que trust, nor his creditors or assignees, can divert the property from the appointed purposes. Any conveyance, whether by operation of law or by the act of any of the parties, which disappoints the purposes of the settler by diverting the property or the income from the purposes named, would be a breach of the trust.” 1 Perry on Trusts, sec. 386a.

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Bluebook (online)
96 Mo. 452, Counsel Stack Legal Research, https://law.counselstack.com/opinion/partridge-v-cavender-mo-1888.