Scott's Ex'ix v. Scott

18 Va. 150
CourtSupreme Court of Virginia
DecidedJanuary 15, 1868
StatusPublished

This text of 18 Va. 150 (Scott's Ex'ix v. Scott) is published on Counsel Stack Legal Research, covering Supreme Court of Virginia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Scott's Ex'ix v. Scott, 18 Va. 150 (Va. 1868).

Opinion

JOYNES, J.

It has been contended for the appellant, that the contract out of which this suit arose is to be regarded as a lease of the land, slaves and other personal property therein mentioned, for an annual rent; and that as the right to the services of the slaves has been lost by *their emancipation, the appellant is entitled to an apportionment of the rent, upon the principles of the case of Newton v. Wilson, 3 Hen. & Munf. 470. Eor the ap-pellee it has been contended, that the appellant has no right to claim an apportionment, even if the contract is to be regarded as a lease and the annual payment as a rent. This position involves an objection to the ground on which the decision in Newton v. Wilson was placed. It is said that that was a case of eviction by title paramount, and that the decision should have been placed on that ground, which, it is argued, has no application to the present case. ' Eor the appellant it is argued, on the other hand, that for the purposes of this case, the emancipation of the slaves had the effect of an eviction by title paramount. But it is further contended for the appellee, that the contract was really a sale, and the annual payments a purchase money, payable in annual instalments during the life of the appellee, the amount of the purchase money being thus made dependent upon the duration of the appellee’s life. Thus regarding the contract, the counsel for the appellee insisted, that it is like an ordinary sale of slaves, in which he insisted that the agreed price must be paid, notwithstanding the loss of the slaves by their emancipation.

In the view which I take of the case, it is not necessary to decide either of these questions, and I therefore express no opinion upon either of them. They are important questions, which ought not to be decided until the3’ are directly presented.

The facts of the case are, in substance, that, under the will of Richard M. Scott, Sr., Richard M. Scott, Jr., the second, the testator of the appellant, was entitled to the St. Marysville plantation, with the slaves, stock and other personal property upon it, subject to a life estate in Eliza D. Scott, the appellee, given to her by the same will, and held in trust for her by [575]*575William H. Ritzhugh. This life ^estate intercepted the possession and enjoyment of the property by Richard M. Scott, Jr., the second. He was naturally desirous to extinguish it, so as to get the possession and control of his property. To accomplish that object, and at the same time to secure to Mrs. Scott the benefit of her life estate, he entered into a contract with Ritzhugh, the trustee, by which Ritz-hugh relinquished to him the possession and enjoyment of the whole property, real and personal; and he agreed, in consideration thereof, to pay to Ritzhugh as trustee a certain annual sum during the life of Mrs. Scott, and pay all taxes and legal charges on the said property. This was the substance of the arrangement, though not the form of it. In form it purported to be a lease by Ritzhugh’ to Scott during the life of Mrs. Scott, and the annual payment was called a rent, for the recovery of which the usual remedies were reserved in case the tenant should make default in payment. There was no covenant by the trustee for title or for quiet enjoyment, nor was there any restriction upon Richard M. Scott as to the use or disposition of the property. No reversion was left in the trustee or in Mrs. Scott.

The claim now set up is not founded upon any express stipulation in the contract. We must look, therefore, to the character and objects of the contract, to ascertain whether an3" stipulation can reasonably be implied as incident to it, upon which the claim of the appellant can be sustained.

The contract W'as, in effect, what is known in technical language as a surrender. A surrender is defined to be a ‘ ‘yielding up of an estate for life or years to him that hath the immediate reversion or remainder, wherein the particular estate may merge or drown by mutual agreement between them.” 2 Black. Com. 326. A surrender differs from an assignment. An assignment of an estate for life or for years is a transfer of the whole interest of *the assignor to some one other than the immediate reversioner or remain-derman holding an estate which is larger than that of the assignor. The estate assigned remains as an estate distinct from that of the reversioner or remainderman, and vests in the assignee, who stands, for most purposes, in the shoes of the assignor. But when the transfer of the whole interest in an estate for life or for years is made, as in this case, to the person holding the immediate reversion or remainder in fee, the estate transferred is extinguished by merger, and the transfer operates as a surrender. As there was no deed in this case, the contract not being under seal, it was not a case, as to the land, of express surrender, because, under our statute, a deed is necessary to convey a life estate in land by surrender as well as in other cases. But the contract was an agreement for a surrender, which was carried into effect by the parties by the delivery of possession and the payment of money under it, and it had, therefore, all the legal effect of an express surrender by deed. Taylor on Landlord and Tenant, $$ 507-509. As to the personal property, no deed was necessary.

The effect of the arrangement, therefore, was to extinguish the life estate of Mrs. Scott, which intercepted the enjoyment of the property by Richard M. Scott, whereby he became invested with the possession of the property, and with an absolute and unencumbered title to it as owner. Less than this would not have effected the objects which Richard M. Scott probably had in view. Looking at the relative situations of the parties, their respective rights under the will of Richard M. Scott, Sr., and the language of the contract, it is obvious that Richard M. Scott had two objects in view: 1. To get the possession of his property; and, 2. To get the unrestricted right to control and use it as he might see fit. Ror these purposes, it was necessary that the encumbrance of Mrs. *Scott’s title should be removed entirely out of the way. A lease would not have accomplished these objects. It would have given him the possession of the property, but not the right to use and control it as owner. And it was doubtless understood by the parties that the effect of the arrangement was wholly to extinguish the title of Mrs. Scott, by substituting the annual payments under the contract for the rents and profits under the will, and to give to Richard M. Scott unrestricted control of the property as owner. Ror it appears from the letter exhibited with the bill, that Mrs. Scott proposed to Richard M. Scott to purchase one of the slaves embraced in the contract, and that he declined the proposition, saying that none of his slaves were for sale. Mrs. Scott also says, in her deposition, that she has understood that Richard M. Scott had sold some of the slaves before their emancipation, which, if not true, might and probably would have been disproved.

The reservation to the trustee of the usual remedies for the recovery of the annual payments in rent does not affect the view which I take of the substance and effect of this contract. It is a settled principle of the common law, that where a lease is made of lands and chattels, reserving a sum in gross as rent, though the rent is greater by reason of the chattels, it is regarded as issuing out of the land alone. Spencer’s case, 5 Rep. 16; Newman v. Anderton, 2 New Rep. 224. And so far has this principle been carried, that it has been held, that if the lessee is evicted of the land, the rent is gone, and there can be no apportionment in respect of the goods. Emolt v.

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18 Va. 150, Counsel Stack Legal Research, https://law.counselstack.com/opinion/scotts-exix-v-scott-va-1868.