Perry v. Logan

26 S.C. Eq. 202
CourtCourt of Appeals of South Carolina
DecidedJanuary 15, 1853
StatusPublished

This text of 26 S.C. Eq. 202 (Perry v. Logan) is published on Counsel Stack Legal Research, covering Court of Appeals of South Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Perry v. Logan, 26 S.C. Eq. 202 (S.C. Ct. App. 1853).

Opinions

The opinion of the Court was delivered by

DaRGan, Ch.

The Circuit decree in this case decides many questions; and the appeals of the different parties have involved the necessity on the part of this Court of reviewing them all.— It will not be necessary, however, that I should discuss all the questions raised in the appeal, or consider them seriatim.

The testatrix, Mary E. Droze, after having given specific legacies to her grand-children, Isaac P. Droze, John L. Droze, Jane L. Droze, and to others, by the residuary clause of her will, devised and bequeathed as follows : “ All the rest, residue and remainder of my estate, real and personal, I direct to be sold and disposed of by my executors as soon as possible after my death ; and the proceeds I give and bequeath to my said seven grand-children, equally to be divided amongst them, forever.” And by the codicil of her will, she declared her intentions in regard to the Drozes, in manner and form as follows : Should my grand-children, Isaac P. Droze, John L. Droze, and Jane L. Droze, die leaving no lawful issue, it is my will, that whatever property I have given them, be equally divided between my grand-children Josiah Perry, Benjamin Perry, Mary E. Waring, and Eliza E. Baas, to them and their heirs forever.”

Upon the question of limitation arising on the construction of the codicil, the Circuit Court held this language : The controversy relates both to personal and real estate. In the judgment of [215]*215the Court, the words of the codicil in reference to the personal property are sufficient to create and do create a good limitation over to the Perrys, on the happening of the contingency upon which it was made to depend. The word leaving,’ qualified the generality of the word issue,’ and makes the limitation to depend upon the first taker dying without issue living at the time of his death.” The Circuit decree proceeds to say : “A limitation over, if the first taker should die without leaving issue, or leaving no issue, has a different construction, and is valid, or invalid, according as it may relate to personal or real estate. When real estate is the subject of the limitation, it is construed to be after an indefinite failure of issue, and fails for remoteness. The word leaving, in such a case, is not restrictive. Forth vs. Chapman, 1 P. Wms. 665; Mazyck vs. Vanderhorst, Bail. Eq. 48. It is the opinion of the Court, that the limitation fails as to the real estate, and that the tract of land in question was the absolute estate of Isaac P. Droze, and descends to his heirs at law.”

The doctrines thus asserted in the Circuit decree, and the distinction drawn between a limitation of personal estate, and a limitation of real estate, under the words of this will, are unquestionably correct; and this Court fully concurs in the views that have been expressed.

But there is an aspect of the case, which was not presented on the Circuit trial, nor considered by the Chancellor, which prevents the distinction between personal and real estate in this respect, from being material, or applicable to the case. In this Court, according to the equitable doctrine of conversion, there was no real estate to pass under the limitations of this will, although there was real estate disposed of by it. The will gave no land to the beneficiaries; but directed that the redi, as well as the personal estate should be sold by the executors: and it was “ the proceeds ” of the sale that the testatrix gave, to be equally divided among her seven grand children.

Wherever it is apparent from the words of the will, that the testator meant, that his real estate,' as such, should not pass into the possession of the objects of his testamentary bounty: [216]*216but that his real estate should be converted into money, and as money, that it should come to those for whom he designs the benefaction, in Equity it will be regarded as a bequest of personal property. Under such circumstances, it will be treated in all respects, as if the conversion had been made by the testator in his life time. This doctrine is fully .sustained by the authorities. 1 Rop. on Leg. 343, 356, 358, 365; Walker vs. Denne, 2 Ves. jr. 176 ; Roach vs. Haynes, 8 Ves. 591; Wright vs. Wright, 16 Ves. 191; Cook vs. Duckenfield, 2 Atk. 568; Durour vs. Motteux, 1 Ves. Sen. 320. To these, numerous other cases might be added, were it necessary.

The lands devised in the residuary clause of Mary E. Droze’s will,' by the directions to the executors to sell them, and to pay the proceeds to the persons named, by virtue of this doctrine of equitable conversion, assumed under the will itself, the form and qualities of personal estate. It follows, that all the limitations of the will, under these circumstances, must be considered as limitations of personal property; and in a question, whether the limitation is valid, the same rules of construction must apply, which apply in the limitations of chattels. The limitation, therefore, is good as to all the property given to the Drozes, by the residuary clause of the testatrix’s will. At her death, the real estate descended to her heirs at law, subject to be divested by the sale and conveyance of the executors. And though the land has not to this day, been sold by the executors, this omission will not alter the case. In Equity, that which should have been done, will be considered as having been, done, and the parties in interest be put in the same positions respectively, as they would have occupied, had the directions of the ■ will been fully executed.

The question I have been considering, is raised in the third ground of appeal taken by the complainant, and the parties who are in. like interest with him ; which ground is, therefore, sustained.

The fourth ground of the same parties, raises a demand for rents and profits. We are of the opinion, that this claim can [217]*217not be allowed. Rents and profits are, in a great measure, within the discretion of the Court. This is a stale claim. Isaac P. Droze was in possession of the land for a great length of time: for thirty years it is said; and, during that period, there was no demand or accounting for rent. Thirty years’ possession, under these circumstances, would raise a presumption of almost any fact that would discharge the claim. And when it is said, that he acknowledged the rights of the parties now claiming, we understand him to have had reference to their title, under the limitations of the will, rather than to an account for rent. Nor, do we think that the e-xecutors are liable to pay rent since the death of Isaac P. Droze, unless they have used the land, or otherwise made a profit out of it. It appears that they sold the negroes soon after the testator’s death, and could not have cultivated it, after that sale, for the benefit of the estate. They may, however, have leased it: in which case, and in any case, they are liable to the extent of the profit they have realized. This ground of appeal can not be sustained.

Benjamin S. Logan, and Henry Chipman and Martha, his wife, appeal on the following grounds : 1st. Because it is respectfully submitted, that as the testatrix, Mary E.

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26 S.C. Eq. 202, Counsel Stack Legal Research, https://law.counselstack.com/opinion/perry-v-logan-scctapp-1853.