Sanford v. Jackson

10 Paige Ch. 266, 1843 N.Y. LEXIS 451, 1843 N.Y. Misc. LEXIS 118
CourtNew York Court of Chancery
DecidedMay 2, 1843
StatusPublished
Cited by20 cases

This text of 10 Paige Ch. 266 (Sanford v. Jackson) is published on Counsel Stack Legal Research, covering New York Court of Chancery primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sanford v. Jackson, 10 Paige Ch. 266, 1843 N.Y. LEXIS 451, 1843 N.Y. Misc. LEXIS 118 (N.Y. 1843).

Opinion

The Chancellor.

The common law principle upon which the widow is compelled to elect, between her dower- and a provision made for her in the will of her deceased husband, is well settled, and the only difficulty arises in applying it to the varying circumstances of each particular case. Where the testator in terms declares that the provision made in favor of the wife is in lieu of dower, if she accepts the provision she cannot have her dower in the testator’s estate also ; even in those cases where the assignment of her dower would not interfere with any other provision of the will, except such declared intent of the testa[269]*269tor. But to bar her of her dower by implication, where the testator has not in terms declared his intention on the subject, by his will, the provisions of the will, or some of them, must be absolutely inconsistent with her claim of dower • so that the intention of the testator will be defeated, as to some part of the property devised or bequeathed to others, if she takes her dower as well as the provision made for her in the will. (Pickett v. Peay, 2 Tread. Const. Rep. S. C. 748. McCullough v. Allen, 2 Yeates' Rep. 10.) And to deprive the wife of her dower, or to compel her to elect, it is not sufficient that the provisions of the will render it doubtful whether the testator intended she should have her dower, in addition to the provision made for her by the will; but the terms and provisions of the will must be such as to show an evident intention, on the part of the testator, to exclude the claim of dower.

The question has been frequently discussed, in England, whether the charge of a legacy or annuity to the wife upon the husband’s real estate, or upon the proceeds thereof, was sufficient to constitute a case for election, and the decisions on that subject have been in conflict. In the case of French v. Davies, (2 Ves. jun. Rep. 572,) which came before Lord Alvanley, in 1795, he refers to the cases previously decided. And he then said it was hardly possible to reconcile the cases of Foster v. Cook, (3 Bro. C. C. 347,) and Pearson v. Pearson, (1 Idem, 292,) with the cases of Arnold v. Kempstead, Villareal v. Lord Galway, and Jones v. Collier, (Amb. Rep. 466, 682, 730.) His decree, however, was in favor of the widow, and in accordance with the decision of Lord Loughborough and Lord Thurlow in the two first mentioned cases. And that decision was followed by Sir William Grant, in Greatorex v. Cary, (6 Ves. Rep. 615.) The subsequent case of Chalmers v. Storil, (2 Ves. & Beame, 225,) decided by the same learned equity judge, eleven years afterwards, is apparently in conflict with his decision in Greatorex v. Cary. But, upon examining the two cases, it will be seen that in the first case the charge of the annuity was upon the testator’s real and personal estate general[270]*270ly •, whereas in the last case, as appears by the opinion of his honor, the real estate devised was particularly described as his English estates. And therefore the devise in the last case was equivalent to a devise' of a particular farm to his wife and two children, to be equally divided between them.

I am not prepared to say that such a distinction does not in fact exist. For the principle upon which the widow is compelled to elect is the same as that upon which this court compels an election in other cases. And if the testator should devise all his real and personal estate to his children, in general terms, to be equally divided between them, such a devise would not be held to include a particular estate which one of the children had in some of his father’s real property ; so as to compel him to elect between that particular estate and the portion devised to him by the will. On the other hand, if the devise to the children was of a particular farm, and of all the testator’s personal property, to be equally divided between them, one of the children would not be permitted to set up a particular estate in that farm as belonging to himself, and also to have an equal division of all the rest of the property, except that particular estate which was neither excepted norreferred to in the will; but he would be put to his election. (See Harrington v. Hughes, 1 Paige, 569.) Sir Thomas Plumer, however, does not appear to have acted upon this distinction in the subsequent case of Dickson v. Robinson, (Jacob’s Rep. 509,) where the devise of the testator’s real and personal estate was made to his wife in trust for herself and children equally; for in that case he compelled the widow to elect.

The case of Miall v. Brain, (4 Mad. Rep. 119,) was placed upon the ground that it clearly appeared that the testator intended the daughter should have the sole and exclusive occupancy of a particular house • and that a devise of his real estate to the trustees must necessarily be discharged of dower, to enable them to give the daughter such such exclusive use of the house. And this rendered it certain that the testator must have intended to exclude the widow from a claim of dower, in the estates devised to the trustees, [271]*271if she accepted the provision made for her in the will. And in Roadley v. Dixon, (3 Russ. Rep. 192,) although Lord Lyndhurst seemed to think the case of Villareal v. Lord Galway was properly decided, he places his decision in the case before him, expressly upon the provision in the will, that the trustees were directed to occupy and manage the farm at Searby, which constituted a very considerable portion of the testator’s estate, by employing a proper person as bailiff to superintend the same, and to receive and invest the rents for the use of his son during his minority ; which directions his lordship held to be wholly inconsistent with the right of the widow to have one third of that farm set off to her for her dower, at the same time.

In the more recent case of Dawson v. Bell, (1 Keen’s Rep. 761,) where the testator devised all his freehold and copyhold estates, &c. to trustees upon trust to receive the rents and profits for the maintenance of his children, subject to an annuity to his wife so long as she should remain his widow, until the youngest arrived at the age of twenty-one years, and bequeathed his household goods and furniture to his wife so long as she should continue his widow, Lord Langdale decided that the wife was entitled to dower in addition to the provisions made for her in the will. He said in that case, that it could not reasonably be doubted that the testator had no intention to leave to his wife her claim to dower, when he made the will but that the question was whether the devise was of such a nature as to be inconsistent with the enjoyment of dower by the widow. In other words, his decision was placed upon the ground assumed by this court in Yates v. Fuller, (8 Paige’s Rep. 331,) that it was not sufficient, to exclude the claim of dower, that the testator if he had contemplated the subject of dower would probably have inserted a provision in his will declaring the dispositions in her favor to be in lieu of dower; but that to put her to elect, the court must be satisfied that he intended to exclude such claim, either by a declaration to that effect in the will, or by the insertion of some provision therein which was inconsistent with her claim of dower. [272]

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Bluebook (online)
10 Paige Ch. 266, 1843 N.Y. LEXIS 451, 1843 N.Y. Misc. LEXIS 118, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sanford-v-jackson-nychanct-1843.