Prince v. Barrow

48 S.E. 412, 120 Ga. 810, 1904 Ga. LEXIS 710
CourtSupreme Court of Georgia
DecidedAugust 11, 1904
StatusPublished
Cited by20 cases

This text of 48 S.E. 412 (Prince v. Barrow) is published on Counsel Stack Legal Research, covering Supreme Court of Georgia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Prince v. Barrow, 48 S.E. 412, 120 Ga. 810, 1904 Ga. LEXIS 710 (Ga. 1904).

Opinions

Fish, P. J.

Can the widow and other heirs at law of the testator set aside his will, and by agreement settle his estate amPng themselves ? Undoubtedly they can, if they are the only parties who have any legal or equitable interest therein; So far it appears from the case before the court, they are the only parties at interest, unless the three plaintiffs in error, who are the only children and descendants of his sister, Mrs. Sarah M. R. Prince, have, under his will, an interest in his estate.- Whether they have-such an interest or .not depends upon the question whether the will creates a trust in their favor, for and during the life of Mrs. Jackson. That General Jackson devised and bequeathed his whole estate to his wife for life, in trust for certain specified purposes, we think is very clear. By the will a life-estate in the whole of his property is given to her, with the condition that she shall apply a- designated portion of the annual income arising therefrom to her own use, then so much of the remainder as may be necessary to the support of Mrs. Prince, then so much more of [818]*818it as to her [Mrs. Jackson] may seem proper to be allotted to the assistance of the children or grandchildren of Mrs. Prince, and the residue is then to be divided into three equal parts for distribution between his two living children and the children or descendants of his deceased child. The general rule is, that when a testator gives property to one person with or upon condition that such person shall give a designated portion of such property or its proceeds to another person, a non-compliance with the condition by the immediate devisee or legatee does not work a forfeiture of the estate created by the will. “ A grant or devise upon condition of making payment to third persons is usually equivalent to a grant or devise on a trust.” 3 Enc. Laws of Eng. 250, citing Theobald on Wills, 450, and Attorney-General v. Wax Chandlers, L. R. 6 H. L. 1. In Stanley v. Colt, 5 Wall. 119, it was held: “Whether words in a devise constitute common-law conditions annexed to an estate, a breach of which or any one of which will constitute a forfeiture, defeat the devise, and let in the heirs, or whether they are regulations for the management of the estate, and^ explanatory of the terms under which it was intended to have it managed, is a matter to be gathered, not from a particular expression in the devise, but from the whole instrument.” In delivering the opinion, Mr. Justice Nelson said: “ Mr. Sugden, speaking of conditions, observes, that what by the old law was deemed a devise upon condition, would now, perhaps, in almost every case, be construed a devise in fee upon trust, and, by this construction, instead of the heir taking advantage of the condition broken, the cestui que trust can compel an observance of the trust by a suit in equity.” (Citing Sugden on Powers, 123, 7th London ed.) In a leading English case a testatrix, after giving several legacies, some of which were legal and others void as being contrary to the mortmain act, proceeded as follows: “ I give, devise, and bequeath to T. M. W. all my real estates, both freehold and copyhold, and all the residue of my personal estate and effects, to hold to him the said T. M. W., his heirs, executors, administrators, and assigns for ever, upon this express condition, that if my personal estate should be insufficient for the purpose, he or they do and shall, within twelve months after my decease, pay and discharge all and every the legacies hereinbefore bequeathed.” She then expressed her confidence that he would comply with her wish, and made all her [819]*819real and personal estate chargeable with the payment of the legacies and bequests. She nominated and appointed two persons as executors and trustees of her will. The personal estate was insufficient for the payment of the legacies, and T. M. W. did not, within twelve months after the decease of the testatrix, pay any of them. It was held by the Court of Queen’s Bench, and affirmed by the Exchequer Chamber, that the words “ upon express condition ” did not create a condition for the breach of which the heir might enter, but created a trust which the defendant, taking the legal estate, would in equity be bound to perform. Cockburn, C. J., said: “We have the authority of Lord St. Leonards, the highest, perhaps, of the present day with regard to the law of real property, for saying that the tendency in modern times has been to depart from the strict interpretation adopted in earlier-periods of our law when these matters were considered only with reference to the common law; and that, where the language of the will and the intention of the testator admit of it, these devises ‘ upon condition ’ are to be considered as imposing a trust, and not as conditions which shall take the estate out of the devisee if he does not comply with them.” (Citing Sugd. on Powers, 7th ed. 122.) Crompton, J., said: “ I think the rule is well laid down by Lord St. Leonards, with regard to estates upon condition, ‘ that what by the old law was deemed a devise wpon condition would now, perhaps, in almost every case, be considered a devise in fee upon trust.’ And he adds, ‘By this construction, instead of the heir taking advantage of the condition broken, the cestui que trust can compel an observance of the trust, by a suit in equity.’ 1 Sugd. Pow. 122, 7th ed. And the passage is cited in 2 Jarman on Wills, note (c), 2nd ed., apparently without the slightest doubt as to its being good law.” And Blackburn, J., after quoting from Lord Coke, and stating that the reason assigned by him for the old rule was “.that otherwise the legatee would be remediless,” said: “ But since Lord Coke’s time that reason has ceased to exist. From the greatly extended jurisdiction of courts of equity, and the mode in which estates are administered in equity, — so far from its being for the advancement of the interests and the protection of the rights of the legatee, the person whose benefit is intended, that such words should be construed as a strict condition, at law, which is to be taken advantage of by the heir at law,— [820]*820it would be to his advantage to consider them as meaning that the devisee shall take the estate upon the terms that it shall be subject to the obligation that 'he will fulfill the condition; in other words, that he shall take the estate as trustee for that purpose.” Wright v. Wilkin, 2 Best & Smith, 232.

In the present case, that the testator intended that his wife, to whom he devised and bequeathed the life-estate, should take the property in trust, for the purposes and objects which he pointed out, seems to us evident from the provision which he made for the support of his sister, Mrs. Prince. Surely it can not be that he intended that the support which he provided for his sister should be dependent upon Mrs. Jackson’s accepting the provision which he made for her in the will. The fact that Mrs. Prince happened to die shortly before the testator did, whereby the provision for her support lapsed, can make no difference in the construction of his intentions at the time he executed the will. If the presence of the words with “ the condition ” would not have placed it in the power of Mrs. Jackson to defeat the testator’s intention as to the support of Mrs. Prince, if she had survived him, then these words can not have such, an effect as to the provision which he made for the children of Mrs. Prince, unless the language in which be expressed his intention as to them is such as to show that he intended no trust for their benefit, or his intention is expressed in terms so indefinite and uncertain as to render it impossible for a court of equity to lay hold of the trust and administer it.

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Bluebook (online)
48 S.E. 412, 120 Ga. 810, 1904 Ga. LEXIS 710, Counsel Stack Legal Research, https://law.counselstack.com/opinion/prince-v-barrow-ga-1904.