Schauber v. Jackson

2 Wend. 13
CourtCourt for the Trial of Impeachments and Correction of Errors
DecidedDecember 15, 1828
StatusPublished
Cited by24 cases

This text of 2 Wend. 13 (Schauber v. Jackson) is published on Counsel Stack Legal Research, covering Court for the Trial of Impeachments and Correction of Errors primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Schauber v. Jackson, 2 Wend. 13 (N.Y. Super. Ct. 1828).

Opinion

The Chancellor.

This court having decided that the construction of the will of William Appel is properly before them on the bill of exceptions, the first question for consid- ■ eration is, whether by that will the real estate was devised to the executors or descended to the heir at law, until they di[33]*33vested his estate by the execution of the power to sell and distribute the proceeds.

Being perfectly satisfied with the reasoning of the chief justice in the court below on this point, and which is supported by the decision of the former judges of the supreme court, in Jackson v. Burr, (9 Johns. Rep. 104,) I shall not attempt to review the authorities at large on this question.

This case is not properly likened to those which frequently arise upon the construction of wills, on the question whether a fee is devised or only an estate for life. In most of those cases, there can be very little doubt of the intention of the testator to devise the inheritance ; but that intention is frequently frustrated by the carelesness or ignorance of those who prepare testamentary papers, in omitting the ordinary words which are considered necessary in law to create a perpetuity. In all such cases, the anxiety of courts to carry into effect the intention of the testator, induces them .to seize hold of any expression or provision in the will which may be considered evidence of an intention to convey a fee. Thus the words forever, all my estate, all my right, all my property, and others of similar import, have been considered sufficient to carry the whole interest of the testator to the devisee; and for the same reason, a charge upon the person in respect of the estate, as the payment of debts or legacies, has been considered sufficient to carry the fee by implication. But notwithstanding this strong leaning of the courts in favor of the devisee, and the reasonable presumption that the testator intended to give an estate of inheritance, cases have frequently occurred where there was not sufficient in the wifi to take the case out of the rule of law, that all the estate which is not legally and sufficiently devised to some other person must go to the heir, whatever may have been the intention of the testator. Thus in Denn, ex dem. Gaskin, v. Gaskin, (Cowper's Rep. 657,) where the testator gave his heir at law a disinheriting legacy, and then devised his lands to his nephews, but without any words of perpetuity, it was held that they only took a life estate, and that the fee descended to the heir. And Lord Mansfield and Mr. Justice Ashurst declared that although the intention to disinherit the [34]*34heir was ever so apparent, he must of course inherit unless the estate was given to somebody else.

In some cases, also, of executors and trustees, a devise in fee by implication has been allowed, where the general objects of the will could not otherwise be carried into effect, and where it was evident that the testator intended they should have such estate. (Oates v. Cook, 3 Burr. 1684. Jackson v. Martin, 18 Johns. Rep. 31.) But there cannot be the same reasons to induce the court to seek out some particular expression in the will for the purpose of giving the estate to the executors by implication, where the intention of the testator, as to the final disposition of his estate, can be carried into effect under a power of sale, as well as under the devise to the executors; and the first is recommended as the better method of disposing of the estate by will.

In this case there was no direct devise of any part of the legal estate to the executors ; they had a naked power to sell the estate and distribute the proceeds. It was not necessary to have the title to the estate to enable them fully to carry into effect the intentions of the testator. If the legal estate descended to the heir, it would be divested the moment they executed their trust. The testator undoubtedly intended that his oldest son should have no advantage over his other children by right of primogeniture; and he effectually provided for this by authorizing and directing a sale of the property by the executors, and an equal division of the proceeds of the sale ; hut probably he thought it was also necessary, agreeable to the common notion, to give to the heir at law a disinheriting legacy. This was not necessary; and there being no good devise of the legal estate, either to the children or to the executors, it could not prevent the descent of the estate upon the heir at law, who, in such cases, holds the same in trust for those entitled to the proceeds thereof under the will until the execution of the power of sale.

The next question is as to the evidence of the pedigree of the lessors of the plaintiff below. The evidence on this subject was the will of William Appel the patentee, made in 1729, and proved in 1733, in which he describes his son Simon as his heir at law, and gives him a disinheriting lega[35]*35by, and also names John, Mary Magdalena and Engéltje, as his children, and Jacobus Berry, as the son of his deceased daughter Helena ; the records of the Dutch church, which prove the baptism of Simon, son of William Appel, in 1695; of Magdalena, daughter of Simon Appel, in 1719 ; of Gertrude, another daughter of Simon, in 1721; and the marriage of Magdalena Appel to Abraham Peltz, in 1743: the testimony of Elsie Van Dusen, who knew Magdalena Appel before her marriage, and who proved Mrs. Bogert, one of the lessors of the plaintiff, to be her grand-daugliter, and William Green, another lessor, to be the son of her sister Gertrude ; and the will of Magdalena Peltz, by which all her estate is devised to Peggy Bogert. The recitals in the arbitration bond of 1767, the conveyance of the east half of the patent to Hagedorn, and the mortgage to Reneaudet and others, were also in evidence; and the signatures of William Appel to the will and mortgage were submitted to the jury for their inspection. To rebut this evidence, the defendant Was permitted, under a previous decision of the supreme court in the same cause, to show the situation of the lands ; the time they had been possessed and improved; the reputation in the neighborhood as to the ownership of them; the manner in which they were described in conveyances of adjoining lands ; and the opportunities the lessors had to litigate their title, or take possession of the land, if they were the real heirs at law of the patentee. On this testimony the question of pedigree was submitted to the jury, to decide upon as a matter of fact; and they were told they might take into consideration, in deciding that question, the several matters given in evidence by the defendant to rebut the plaintiff’s evidence of pedigree. I am satisfied, bn a review of this subject, that there was sufficient evidence of pedigree not only to warrant the jury in finding a verdict for the plaintiff, but also to have induced the court to set aside the verdict, as against the weight of evidence, if they had found otherwise.

The only remaining question, and the most important one in this case, is whether there was any evidence which would have warranted the jury in finding that the patentee, or his executors, or heirs, had divested themselves of the title to [36]*36the lands acquired under the patent. The patentee must have died in 1738, or previous thereto. There is very little' probability that he ever sold or conveyed the lands, unless ^le mortgage given by him thereon, in 1733, can be considered such a conveyance.

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Bluebook (online)
2 Wend. 13, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schauber-v-jackson-nycterr-1828.