Rambo v. Rumer

4 Del. Ch. 9
CourtCourt of Chancery of Delaware
DecidedFebruary 15, 1866
StatusPublished
Cited by18 cases

This text of 4 Del. Ch. 9 (Rambo v. Rumer) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rambo v. Rumer, 4 Del. Ch. 9 (Del. Ct. App. 1866).

Opinion

The Chancellor :—

The object of this bill is to obtain a decree declaring certain legacies bequeathed by the will of Henry Rumer, deceased, to be charged on his real estate, also directing .a sale by the executor of the real estate, the proceeds to be applied first to the payment of the debts of the testator, (he having left no personal estate,) and the balance to be applied to the legacies, pro rata, if insufficient to pay the whole, the decree also to determine whether, if the proceeds of the real estate are sufficient to pay the whole of the legacies, the two legacies to the testator’s daughters, Hester and Elizabeth, being expressly directed to be paid out of the real estate, are to abate with the rest.

I feel no doubt upon the authorities cited by Mr. Bayard, that the legacies are all charged on the real estate. The effect of the devise of “all the balance of my estate” is to make the whole estate, real and personal, an entire fund for all the purposes of the will, debts and legacies, until the payment of which the residuary devisees take nothing. There being no specific devise of real estate, the terms “all the balance” can have no application but to what remains after paying the debts and legacies. And I am of opinion that the legacies to Hester and Elizabeth should abate with the rest. I can find no technical rule which controls this latter question, but, looking at the will altogether, it does not impress me that the testator intended any preference, in this respect, of these two children against the others and his grandchildren. The direction that these two legacies should rest upon the land during the lives of the respective legatees is sufficiently accounted for by the [14]*14testator’s desire to secure the principal during the lives of these two married daughters, for which a charge on the land suggested itself as a ready mode ; and it does not necessarily imply a preference in favor of the daughters as to the amount of the legacies contrary to the proportion which he had fixed between these and the rest by the sums bequeathed to each. The just rule that “ equality is equity,” under which legacies abate in equal proportion, should be withheld only when there is an express direction or necessary implication to the contrary.

I have said there is no technical rule controlling the question whether these two legacies shall abate with the rest in applying the proceeds of the land. I have observed the rule that demonstrative legacies, or legacies payable out of a specific fund, are preferred as to that fund in case of a deficiency of other assets to pay all the legacies, i Roper on Leg. (192). But this is upon the presumed intention of the testator to give such a preference, and this, like all questions of intention, depends on the provisions of the particular gift. Generally, a demonstrative legacy is so charged upon the fund as to be conclusive that a preference is intended. A gift of a sum of money, to be presently paid out of a designated personal fund, is the usual instance of a demonstrative legacy ; and this necessarily imports that the legacy is to be paid out of that fund before anything else is. But under Rumer’s will the whole estate, land included, is made one entire fund for the payment of all the legacies alike ; and the two bequeathed to Hester and Elizabeth are given in express connection with the land, not in order to insure the fall payment of them more than of others, but only to provide an investment of the capital during the lives of the lega-. tees without setting aside funds out of his personal estate. It is evident that the testator over-estimated his estate and did not contemplate any deficiency.

On another subject I have felt great difficulty, and [15]*15after much study, it still remains. The bill prays an order authorizing the complainant, as executor, to sell the land for the purpose of raising the legacies charged upon it. Can the Court give the executor this authority ?

Of course this Court could not order a sale for the purpose of paying the debts; there being for this a provision, made by statute, in another jurisdiction, the Orphan’s Court, which too is exclusive. Nor do I understand that the bill has for its object the payment of the debts, but rather to obtain instruction as to whether the legacies are charged on the land, and if so, an order to raise them by a sale of it. The payment of the debts is treated as a mere consequence of the conversion of the lands into money in the executor’s hands.

The subject it is true' is one of equitable jurisdiction. This Court can decree the legacies to be a charge on the land and order its sale for their payment, if the devisees do not pay them. But this cannot be done at the instance of the executor and through him as a part of his administration of the estate. His duties and powers as executor are limited to the administration of the personal estate, unless extended by the will to real estate. When he has applied the personal assets to the legacies, his whole duty as to them is done. He has no power as executor to sell the land to make up a deficiency of personal assets for payment of the legacies, even though these are charged upon it. Nor can the Court, by an order, give him such power. It can be only derived by the will. The Court, in a case.of doubtful construction, will on an executor’s bill, construe the will, and if the power is found to be there given, will so decree, and perhaps will order a sale ; but the order to sell would be only in execution of the authority given by the will.

A charge of legacies on land does not impliedly carry to the executor the power to raise them by sale of it. [16]*16There is no ground of necessity out of which such a power must be implied. The charge creates a.right in the legatee which he can readily, enforce in his own name, by a direct proceeding in equity, without the intervention of the executor.

No power of sale then results to the executor from his office ; none is given by this will; and I see not how an order of the Court, of its own force, can confer any. The Court can, upon a bill by a legatee, decree payment by the devisee, and in execution of this decree, order a sale upon the default of the devisee to pay; but this is different from giving the executor, as such, authority to sell and apply the proceeds as in the course of administering the estate. This subject is no where directly treated on the books and I can cite no authority for the view presented, further than to say that I find no instance of a bill filed by the executor to raise legacies out of real estate, authority not being given by the will; and no instance, indeed, in which legacies have been raised out of land, except upon a bill filled by the legatee against the owner of the land. This seems to be the uniform course where the personal assets are insufficient. In such cases, the executor is made “or should be” a party defendant, because he represents the personal estate which is first applicable ; and the decree must establish its insufficiency to pay all the legacies This is all the connection he has with the proceeding.

If all the devisees of the land were parties, and submitted themselves to the decree of the Court they would be bound by it, and could not impeach an order of sale, nor the title under it ; and so the title would be good by estoppel, even if under an order improperly made.

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Cite This Page — Counsel Stack

Bluebook (online)
4 Del. Ch. 9, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rambo-v-rumer-delch-1866.