Thayer v. Wellington

91 Mass. 283
CourtMassachusetts Supreme Judicial Court
DecidedNovember 15, 1864
StatusPublished
Cited by3 cases

This text of 91 Mass. 283 (Thayer v. Wellington) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Thayer v. Wellington, 91 Mass. 283 (Mass. 1864).

Opinion

Dewey, J.

The present bill is filed by the administrator with the will annexed of the estate of the late Edmund T. Dana, who asks the direction of this court as to his duty in the execution of his trust as to the payment of any money in discharge of a certain provision in the 23d clause of the will, which is in the words following: I give to the said Edmund T. Hastings and to William W. Wellington, and to the survivor of them, fifteen thousand dollars, in trust, to appropriate the same in such manner as I may, by any instrument in writing under my hand, direct and appoint” The testator, by a separate instrument, bearing on its face the same date as the wih,. but not attested by any witness, or shown to have been executed in the presence of any, or to have been signed on the same day, except so far as the date written thereon would lead to that inference, did direct and appoint as follows: “ To Edmund T. Hastings and [288]*288"William W. Wellington, or whosoever else may execute the trust created by the twenty-third clause of my will. The sum of fifteen thousand dollars bequeathed by the said twenty-third clause is to be paid over, if and whenever my trustees or trustee shall deem it expedient to do so, to the city of Cambridge, to be held by the said city in trust as an entire fund, the income thereof to be appropriated annually forever to the increase and support of the library of the Cambridge Athenaeum ; provided, however, that if and whenever my said trustees or trustee shall be of opinion that it is not expedient that the said sum of fifteen thousand dollars should be so appropriated, the same to be paid over to my heirs at law; and provided, further, that the said capital sum be paid over, either to said city of Cambridge or to my heirs at law, within three years from my decease.”

This paper, it is alleged, was placed by said Dana in the hands of said Edmund T. Hastings, but at what time does not appear. Hastings and Wellington, on the 16th of May 1861, signified in writing their intention of paying the said sum of money to the city of Cambridge, whenever it should be paid to them by the executor of the will.

Upon these facts, it is contended on the part of the residuary devisees that by the twenty-third clause of the will nothing passed to the city of Cambridge, it not being named as a legatee, and that it was not competent for the testator by a duly. executed will to create or reserve to himself a power to declare testamentary bequests by another instrument to be signed by himself, but not attested by witnesses, as required by the statute regulating wills.

The power of transmitting property by will is a power to be exercised solely under our statute law. The legislative authority has seen fit to regulate the exercise of this power by precise and clear provisions. By those provisions, as found in the Rev. Sts. c■ 62, § 6, and Gen. Sts. c. 92, § 6, it is declared that “ no will [with certain exceptions which are now immaterial] shall be effectual to pass any estate, whether real or personal, nor to charge or in any way affect the same, unless it be in writing and signed by the testator, or by some person in his presence [289]*289and by his express direction, and attested and subscribed in the presence of the testator by three or more competent witnesses.” These provisions are express in their terms, and prescribe a rule from which this court cannot depart, although its application in particular cases may defeat the actual intention of a person as to the disposition óf his property. The practical benefits of such provisions have been fully acknowledged by the long continuance of statutes requiring them as to devises of real estate, and the general extension of them at a later period to wills of personal property.

A similar view of this subject prevails in England, where the St. of 1 Vict. c. 26, seems to be designed and effectually framed to make the provision requiring a certain number of witnesses to a will to be in effect one that should actnally embrace all cases of bequests claimed under a will, and exclude all reservation of power on the part of the testator to extend the provisions of a will by an instrument not executed as required by the statute of wills.

It is true that the provisions of that statute are somewhat broader than those of our own statute, and it is by the latter that the present case is to be adjudicated. But we think that under a similar statute to that which has existed here since the enactment of the Rev. Sts. iri 1836, requiring an attestation by three witnesses of the execution of wills of real or personal estate, the English courts would not have sustained a provision in a will, that the particular beneficiary should be declared by the testator in a subsequent and independent instrument, not executed in the form prescribed by such statute. ' While the law permitted legacies of personal property to be given without any attestation of witnesses, and by loose and informal papers, the courts were disposed to give effect to a bequest of personal property by an instrument not duly attested as a will, notwithstanding the existence of a will previously made and executed in conformity to the statute. But under our statute requiring attestation by three witnesses in cases of personal bequests as well as of devises 'of real estate, no instance has occurred in [290]*290which we have sanctioned any departure from the requirement that all bequests must be made by a will duly attested.

The St. of 1 Vict. c. 26, has put an end in England to ail attempts by testators to create by an attested will a power to charge by a separate instrument, not duly attested, legacies upon their estates. 1 Jarman on Wills, (4th Amer. ed.) 131. As already remarked, it will be found that, prior to that statute, it had been held that where, by a will duly attested, the testator had charged his land with the payment of debts and legacies, that is, where a devise of land was made subject to the payment of legacies, a personal bequest given by an instrument not duly attested according to the statute, was a valid legacy, and chargeable upon the estate. In this state of the law, it was urged that it would follow from this course of decisions that a person might, by means of a will duly executed, secure to himself the power to make a further disposition of his lands by a written instrument, not duly attested as a will, declaring the devisees. To this it was answered that if a man might, by a will duly attested, devise his land upon such trust as he should appoint by any other instrument, it would in effect amount to a repeal of the statute in respect to the solemnities of testamentary dispositions of land. A man would have nothing to do on his coming of age but to devise his whole real estate to some nominal person, upon such trust as the testator should in writing thereafter appoint, and thus he might at any time thereafter make a testamentary disposition of his estate, without conforming to the ceremonies required by the statute. Fearne’s Gas. & Op. 435. 6 Cruise Dig. (Greenl. ed.) tit. xxxviii. c. 5, §§ 59, 60. The view thus stated, denying that any authority could be reserved by the testator to declare and create new devisees by an unattested instrument, when the devise was one within the statute, was sustained in Habergham v. Vincent, 5 T. R. 92: S. C. 2 Ves. Jr. 204; Rose v. Cunningham, 12 Ves. 29, and Johnson v. Ball, 5 DeG. & Sm. 85.

In 2 Washburn on Real Prop.

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Bluebook (online)
91 Mass. 283, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thayer-v-wellington-mass-1864.