Thomas v. Scheible

111 A. 519, 91 N.J. Eq. 451, 6 Stock. 451, 1920 N.J. Ch. LEXIS 39
CourtNew Jersey Court of Chancery
DecidedJune 25, 1920
StatusPublished
Cited by5 cases

This text of 111 A. 519 (Thomas v. Scheible) 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
Thomas v. Scheible, 111 A. 519, 91 N.J. Eq. 451, 6 Stock. 451, 1920 N.J. Ch. LEXIS 39 (N.J. Ct. App. 1920).

Opinion

Buchanan, V. C.

Complainant’s bill is for the specific performance by defendant, as vendee, of a contract for the sale of certain lands at Asbnry Park, New Jersey. Defendant moved to dismiss complainant’s bill, as amended, for want of equity. At the argument it was agreed that the case should be considered as on final hearing, defendant admitting the truth of the allegations of fact iu the bill, and introducing no other evidence.

The sole question in the case is as to whether complainant is able to convey a marketable title. The premises in question were owned in fee by one Agnes W. Leavitt, who died seized thereof in 1894, leaving a will and three codicils thereto, duly executed and valid under the laws of this state for the disposal of real estate under the provisions thereof; duly probated at the domicile of testatrix; and duly recorded, by exempli lied copy, in Monmouth county, pursuant to the statute.

The will, dated September 8th, 1890, gives the entire estate of testatrix to her sister (since deceased) for life, and subject thereto, provides for numerous bequests and devises to divers beneficiaries, with a residuary clause to a church, a Bible society and two missionary societies. One of these devises disposes of the premises in question, in the following language (hereinafter called “Clause A”) :

“And further I give, devise 'and heqwelath to the aforesaid M)ary Ann Thomas, the house amd tot situate ton, the comer of Kingsley Sitoeet and Fifth Avenue, New Jersey, which I have recently purchased from William Mjeyens to be used by her for heir town benefit during iher life and the furtherance of those benevolienit designs she fcnows I wish carried cut as a memorial ¡of my deceased husband Hiant A. Kaavitt 'and which by ¡her laist will I direct thaltl isbe shall appropriate to hospital or either equally desirable purposes. For which If necessary she has my consent to dispose of isaid property.”

[453]*453At the end of the will appears the following clause (hereinafter called “Clause B”), which also relates to the premises in question:

“And I further direct my said executors or trustees that the (bouse and lot bequeathed by me to Mary Ann Thomas for heir use during her material life shall be delivered to her free of all encumbrances to be paid for out of my estate if not already fully paid for during my life. At her dleaith to be appropriated either in money value or as it stands ®s designated by me in a former clause of this my last will and testament. The furniture thereof to be hens in total amd absolutely.”

The first and third codicils are dated, respectively, October 10th, 1890, and January 11th, 1893. Neither contains any provision affecting the devise to complainant. The second codicil is undated, and there is no evidence as to its date. The second item thereof (hereinafter called “Clause C”) reads as follows:

“The sum lof Three Thousaud Dollars, ($3000.00) -which I bequeathed to J-assie Townsend, I hereby revoke, feeding i3hat she does not need it amd direct thiait this sum be used toward payment of mortgage non property No. Twio hundred (No. 200) Fifth Avenue, Asbury Park, New Jersey, said property being left u-mconditiomally to Mjary A. Thomas.”

A further provision, which was not adverted to hy either counsel, but which seems to me to he of some importance in the determination of the issue involved, is found in the last codicil where, after revoking a gift in the will of a parcel of Philadelphia real estate in fee to complainant, Mary A. Thomas, and devising it instead to the nephew Edward G-. Whitesides, she adds the following marginal note (hereinafter called “Clause D”) :

“At ibis decease said lot to be returned (or if sold the money obtained to the estate for the benefit of the memorial Hospital mentioned in a former clause of the above Will.”

Considering, first, the original will itself, it seems clear that complainant under its terms took neither title in fee nor power to convey- — merely a life estate in the premises. The gift by clause A, following the life estate to complainant, is a gift of [454]*454the remainder in trust for what the testatrix undoubtedly conceived of as charitable purposes, or purposes similar thereto— the trust to be effectuated by the will of complainant. Unfortunately, the language used by testatrix — “to hospital or other equally desirable purposes” (to which no aid or cure is given by the other clause — “the furtherance of those benevolent designs she knows I wish carried out”), does not constitute a gift to charitable use. Assuming that a gift “to hospital purposes” is a gift to charitable use, it is perfectly apparent that “other equally desirable purposes” permits the disposition of the property by complainant for purposes which are not charitable.

In the first place, what criterion is to be used in determining what “other purposes” are equally as desirable as hospital purposes ? There is no established standard, either judicial or otherwise. Obviously, the purposes which might be deemed so “equally desirable” would vary with the individual whose judgment was exercised thereon; and, equally obviously, many persons might, and doubtless would, consider divers purposes which could .not come within the category of charitable purposes, equally as “desirable” as hospitals.

The only part of clause B which affects this devise is that which provides that the premises in question are'given free of encumbrance. No other portion of the will is of any relevance or materiality.

The gift in remainder, therefore, would necessarily have been held invalid had the will stood as it was originally executed. Livesey v. Jones, 55 N. J. Eq. 204; Thomson’s Executors v. Norris, 20 N. J. Eq. 489 (at p. 523); DeCamp v. Dobbins, 31 N. J. Eq. 671 (at p. 695); Hyde’s Executors v. Hyde, 64 N. J. Eq. 6; Smith v. Pond, 107 Atl. Rep. 800.

It follows, necessarily, that the power of sale would fall with the invalid gift — for the power is plainly given only for the purpose of carrying out the gift 'in question.

Turning now to clause D, in the last codicil, reference is there made to “the memorial hospital mentioned iñ a former clause in the above will.” There is, however, no memorial hospital mentioned anywhere in the will or codicils — nothing but [455]*455the language used in clause A, which, as. has been seen, does not establish a memorial ’ hospital. Nor does this provision of “Clause D” purport itself to establish such a hospital — it is for the benefit of a hospital otherwise established or to be. established. Hence, there is nothing in this clause to validate the void gift.

Remains clause C in the second codicil. The language of this clause in nowise validates the gift for “hospital or other equally desirable purposes.” The question which here arises is, Does the testatrix by this clause intend to eliminate the trust she has attempted to impress upon the remainder in the Asbury Park property and eonvei't the life estate of complainant into a fee ?

The will and codicils are, of course, to be construed together, and effect given if possible to every part. The words used are not necessarily to be construed technically, but the intent of testatrix is to be ascertained and given effect to, in so far as legal or moral principles are not thereby contravened. Rogers v. Rogers, 49 N. J. Eq.

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Bluebook (online)
111 A. 519, 91 N.J. Eq. 451, 6 Stock. 451, 1920 N.J. Ch. LEXIS 39, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thomas-v-scheible-njch-1920.