Rogers v. Baily

73 A. 243, 76 N.J. Eq. 29, 6 Buchanan 29, 1909 N.J. Ch. LEXIS 60
CourtNew Jersey Court of Chancery
DecidedMay 21, 1909
StatusPublished
Cited by2 cases

This text of 73 A. 243 (Rogers v. Baily) 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
Rogers v. Baily, 73 A. 243, 76 N.J. Eq. 29, 6 Buchanan 29, 1909 N.J. Ch. LEXIS 60 (N.J. Ct. App. 1909).

Opinion

Stevens, V. C.

This is a hill to quiet title. The complainant, who is an uncle of defendant, alleges that under the will of his mother he has an indefeasible title in fee-simple in the house and lot known as Ho. 62 State street, East Orange. His niece, the infant defendant, by her guardian, answers and says

“that she is entitled to a contingent interest in fee in the above described premises; contingent upon the death of Frederick M. Rogers (the complainant) after the death of Minnie E. Rogers Baily and leaving no child or children him surviving.”

It will thus be seen that the issue, and the only issue raised by the pleadings, is whether the defendant has a contingent interest under the will. The will was probated in the District of Columbia. A copy of it, with a certificate by the register of wills, was put in evidence. In this certificate the register says that the will and codicil, after having been duly proven, were [30]*30admitted to probate and record by order of the probate court, but he does uot certify whether a memorandum purporting. to have been signed by testatrix and appearing between the will and the codicil was admitted to probate as a part of the latter. The memorandum is unwitnessed. The original was not produced and the signature to it was not proved. The codicil does not in terms refer to it, and there is no direct proof as to where it was written on the original document. By her will Mrs. Rogers gave her house and lot, No. 50 North Eleventh street, Newark, to her son, the complainant. By the memorandum she certifies (if she wrote it) that the house and lot have been sold and that “the house and lot now refers to No. 62 State street, East Orange, N. J.” It is conceded that complainant has no title to this latter house and lot under the will and codicil, unless the memorandum is by implication incorporated into them.

Counsel have handed me elaborate briefs on the question whether this memorandum is so incorporated. The proof is as yet insufficient to raise the question. As the document itself has been filed among the records of the probate court of the District of Columbia, there may be some difficulty in getting the evidence. In the view that I take of the case, however, it is immaterial whether the memorandum is part of the codicil. Whether it is or is not, the bill must be dismissed on the ground that the defendant, Alice, has a contingent interest in the land, and consequently the complainant’s insistment that he is sole owner of an indefeasible estate therein cannot be sustained.

I will first consider the ease as if the memorandum were incorporated in the will. It will then read as follows:

“I give and bequeath to my son Frederick M. Rogers my house and lot * * * (No. 62 State St., East Orange, N. J.) * * * In the event of my son Frederick M. Rogers’ death, leaving no children or child, I give and bequeath to the survivor, my daughter, Minnie E. Rogers Bailey, the house and lot at 62 State St., East Orange. Should the house and lot have been sold or exchanged, my daughter is to receive the value of said house and lot to the extent of $4,000. Should my daughter not be living at the time of my son’s death, then the house and lot or the equivalent to be given to my granddaughter, Alice Caroline Bailey.”

I am inclined to think that under this will Frederick took a fee-simple subject to executory devises to Minnie and Alice and [31]*31not a life estate. The act of 178-1 provides that where there is a devise of land and the words “heirs and assigns” are omitted, and no expressions are contained in the will whereby it shall appear that such devise was intended to convey only an estate for life, “and (which means “or,” Morris v. LeBel, 71 N. J. Eq. (1 Buch.) 43) no further devise thereof being made of the devised premises" all such devises shall be construed to convey an estate in fee-simple. In Den v. Allaire, 20 N. J. Law (Spenc.) 10, the judges thought that the act applied, although there was an executory devise over, and so, in one sense, a further devise. In Brooks v. Kip, 54 N. J. Eq. (9 Dick.) 468, Chancellor McGill, without, apparently, having had his attention called to Den v. Allaire, expressed an opinion to the contrary. If, in the present case, the will does not give Frederick a'fee there is this somewhat singular result, viz., that Frederick would take a life estate, while Minnie and Alice would, on the happening of the contingency, take a fee, although the gift to them, like the gift to Frederick, is without words of inheritance.

In Den v. Snitcher, 14 N. J. Law (2 Gr.) 53, testator devised a plantation to S. C. and if he should die without issue then, at his (S. C.’s) decease, testator gave an undivided half over. He did not devise the other half. It was held that he intended that S. C. should have the whole in fee in case he had issue and that at all events he was the absolute owner of the half not given over. If the statute may operate where an undivided portion is given over, I do not see why it may not operate where a contingent estate—an estate that may never take effect—is the only interest so given. Such a gift presupposes a residuum of interest that may, in the event, be entirely undisposed of. Why may not the statute operate upon such residuum? Why should the testator, contrary to his evident intent, be held to have died intestate so far as the fee is concerned? It seems difficult to resist the conviction that the statute Avas passed to meet just such a case. The remedy would not, otherwise, have met the evil mentioned in the preamble of the act. As I read the decision in Den v. Snitcher, this was the view of Chief-Justice Hornblower.

But if Frederick takes only a life estate the result is not substantially different, for the undisposed of fee has descended upon [32]*32him and his sister Minnie, and Minnie has conveyed to him all her interest. Frederick holds the fee subject only to the contingent gift to Alice. The question is whether this devise to her is now subsisting. There can be no doubt that it is.

There are two classes of cases in our reports. In the first, testator gives land to A and, if he die, to B. It is held that B does not take unless A die in testator’s lifetime. The reason is this: A’s death is certain, consequently, the contingency expressed by the word “if” must necessarily be the implied contingency of A’s not being alive at testator’s death. There can be no other.

In the second class of cases the contingency denoted by the particle “if” is expressed and not implied. “I give my house and lot to A, and if A die without children to B.” Here it is not necessary to imply contingency, for we find it actually expressed. The contingency is not A’s dying, which is certain, but A’s dying without children, which is uncertain, and may happen just as well after testator’s death as before. To add to this contingency another, viz., that A’s death without children must occur in testator’s lifetime is to remake testator’s will, not to construe it. Consequently, when nothing more appears, it has been held, quite uniformly, that the contingency must have its full effect and that it terminates only with A’s death.

But provisions of this sort are generally complicated with other provisions. The will may, in the case of personalty, specify a period of payment or distribution, or in the case of realty, provide for a minority or interpose an estate for years or life.

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Related

Schumann v. Bogert
8 A.2d 906 (New Jersey Court of Chancery, 1939)
Davis v. Scharf
133 A. 197 (New Jersey Court of Chancery, 1926)

Cite This Page — Counsel Stack

Bluebook (online)
73 A. 243, 76 N.J. Eq. 29, 6 Buchanan 29, 1909 N.J. Ch. LEXIS 60, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rogers-v-baily-njch-1909.