Peirsol v. Roop

40 A. 124, 56 N.J. Eq. 739, 11 Dickinson 739, 1898 N.J. Ch. LEXIS 95
CourtNew Jersey Court of Chancery
DecidedApril 26, 1898
StatusPublished
Cited by4 cases

This text of 40 A. 124 (Peirsol v. Roop) is published on Counsel Stack Legal Research, covering New Jersey Court of Chancery primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Peirsol v. Roop, 40 A. 124, 56 N.J. Eq. 739, 11 Dickinson 739, 1898 N.J. Ch. LEXIS 95 (N.J. Ct. App. 1898).

Opinion

Grey, V. C.

By the terms of the testator’s will, after the payment of his debts, he gives all his estate of every character to his executors and trustees upon a trust expressed in the will, by which he directs the trustees “ to' place and continue the personal estate thereof at interest,” Ac., and to pay the income therefrom and also “ the net rents, issues and profits of the real estate thereof” to his wife during the term of her natural life, so long as she [744]*744remains his widow, and to her care and guidance he entrusts the care and maintenance of his children.

The first disposition of the testator gives the residue of his estate, real and personal, to the trustees, to secure to his wife the income thereof during her life or widowhood, thus indicating the dominant purpose in the will, namely, the support of the widow and children. Though his residuary estate included both real and personal, he does not use any words which give a fee to the trustees. But on the widow’s death the testator gives the whole residue, real and personal, in fee, by apt words, to such of his children as may then be living, and, per stirpes, to the issue of those who may have precedently died, their heirs, executors, administrators and assigns, as tenants in common, in equal shares. This gift to his children generally and to the issue of any deceased child of the residue of his real and personal estate, if not modified elsewhere in the will, would have vested in the daughters as well as in the sons who survived their mother an absolute estate in fee-simple in their several shares, in both the residuary real and personal estate.

It should be noted that the period when the estate of the children of the testator vested was at the time of the death of their mother, and that those of them then took, who then survived. In actual fact they all then survived, so that the gift to the issue of any deceased child did not operate.

Theu testator then’ expresses his will and wish that the share of the daughters shall be invested by the executors and trustees on bond and mortgage or in city or state loans, and that the interest and income therefrom shall be paid to the daughters for their separate use, during their lives, free from any husband’s control. This clause can only apply to that portion of the residuary estate which can be invested. In the next clause the will refers to “ the principal sum” of such shares. By these expressions the testator must be understood to intend an investment and care-taking of the personalty portion of the residuary estate, and not of the real estate portion, for the words of the •will .show that he knew the different characteristics of real and personal property, and that he intelligently used words apt to describe [745]*745them. These directions for investment and for payment of principal sums are not such as would have been used by the testator if he had the disposition of real estate in his mind, for though they are forceful when referring to personalty, they are senseless if applied to real estate. Town lots could not be invested, nor could- they be paid over in principal sums. The direction that the trustees should invest must, therefore, be held to apply only to the personalty portion of the daughters’ shares.

The testator makes no further reference to the portions of his estate which he gives to his sons, but after expressing his wish that the trustees should control the personalty of his daughter’s share, as above shown, he again deals with the daughters’ shares, as follows:

“Prom and immediately upon the decease of such daughter or daughters, I do give * * * the principal sum of such share of my residuary estate * * * unto * * * the child or children of such deceased daughter or daughters, their * * * heirs * * * and assigns forever.”

Further defining the share of the child to be such as the deceased parent was entitled to, and providing that “ in case any of my said daughters should die unmarried, and without leaving lawful issue her or them surviving” he gives the share of' the deceased daughter to her surviving brothers and sisters, in fee, in equal portions.

I have indicated my view that the absolute gift on the death of the wife of the residue of the children then surviving passed title to the daughters in both the real and personal portions of the residue, but that the direction for investment by the trustees applied only to the personal portion. The gift of the “ principal sum of such share ” of the daughters applied only to the personal part of the daughters’ portions, and it is only with this personal part that the testator deals in his subsequent disposition of the daughters’ shares.

The above-quoted absolute gift of the principal sum or personal portion of the daughters’ shares to their children, is a bequest apparently repugnant to ’ the first absolute gift to the daughters themselves. This first gift to the daughters and the [746]*746subsequent limitation over to the surviving brothers and sisters in case any daughter should die unmarried and without issue her surviving, would indicate that the testator intended the daughters to have a vested estate in the principal sum referred to, but subject to be defeated as to each daughter in case she should not during her life marry (Maberly v. Strode, 3 Ves. Jr. 454), and should not leave any issue surviving at the time of her death. These latter words, used in the will, would mean a definite failure of issue, even without the operation of the statute of 1851. Gen. Stat. p. 3761 § 25. Such limitations over of personal property upon a definite failure of issue have been recognized and enforced. Porter v. Bradley, 3 T. R. 146; Ackerman v. Vreeland, 1 McCart. 25; Hull v. Eddy, 2 Gr. 170; Holcomb v. Lake, 1 Dutch. 613; Rowe v. White, 1 C. E. Gr. 411. If the daughters took a fee, subject to be defeated upon the conditions subsequent above stated, their performance of those conditions would give them an absolute estate. If the daughters should not perform the conditions, the will gives an absolute estate over to the surviving brothers and sisters. In either case nothing would remain to be given over to the children of the daughters. The gift to the children of the daughters is not expressed to depend upon any condition or contingency, but is an absolute gift over upon the daughters’ death, of the principal sum of the share which has been just as absolutely given to the daughters themselves upon performance of the conditions.

Upon this construction it is impossible that both these gifts should stand. Either this second absolute gift to the children must be wholly rejected because inconsistent with the previous absolute gift, or it must be so construed as to modify the previous absolute gift and turn it into a life estate in the daughters.

In Jones’ Executors v. Stites, 4 C. E. Gr. 326, in construing a will having two successive absolute bequests of the same portion, Chancellor Zabriskie declared it to be well- settled that a devise of lands or bequest of-chattels by words which would clearly give an absolute estate will be construed into a devise or bequest for life only, if the will contains words giving it to another [747]*747upon the death of the first taker.

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Cite This Page — Counsel Stack

Bluebook (online)
40 A. 124, 56 N.J. Eq. 739, 11 Dickinson 739, 1898 N.J. Ch. LEXIS 95, Counsel Stack Legal Research, https://law.counselstack.com/opinion/peirsol-v-roop-njch-1898.