Vogt v. Vogt

26 App. D.C. 46, 1905 U.S. App. LEXIS 5325
CourtCourt of Appeals for the D.C. Circuit
DecidedJune 13, 1905
DocketNo. 1520
StatusPublished
Cited by3 cases

This text of 26 App. D.C. 46 (Vogt v. Vogt) is published on Counsel Stack Legal Research, covering Court of Appeals for the D.C. Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Vogt v. Vogt, 26 App. D.C. 46, 1905 U.S. App. LEXIS 5325 (D.C. Cir. 1905).

Opinion

Mr. Chief Justice Shepard

delivered the opinion of the Court:

The contention, on behalf of Pred H. Vogt, that he took an absolute estate under the residuary clause of the will aforesaid, rests on the application to its provisions of the rule in Shelley’s Case. That famous rule has been defined and elucidated by Chief Justice Alvey, speaking for this court, in Sims v. Georgetown College, 1 App. D. C. 72, 79, in the following words: “Where, in the same instrument, the ancestor takes an estate of freehold, with remainder mediately or immediately to his heirs, * * * the word heirs’ is a word of limitation of the estate, and not of purchase; or, in other words, that such remainder vests in the ancestor himself, and the heirs, when they take, take by descent from him, and not as purchasers from the grantor or devisor. Thus, if the limitation be to his heirs in general, a fee simple is given to the ancestor; if to the heirs of his body, he takes a fee tail, according to the common law\ * * * And the rule is equally applicable to the limitations of equitable as to legal estates; but the estate of the ancestor and the limitation to the heirs must be of the same quality,— that is, both must be legal, or both equitable. The same words that create an estate in fee simple, or an estate in fee tail in legal estates, will, when applied to an equitable estate, create an estate in fee simple or fee tail in that estate.” See also Green v. Green, 23 Wall. 486, 488, 23 L. ed. 75, 76; Croxall v. Shererd (Doe ex dem. Croxall v. Sherrerd) 5 Wall. 268, 282, 18 L. ed. 572, 577.

There can be no doubt that the real intention of the testator was that Pred H. Vogt should take nothing more than a life estate in the designation share,—that is, the income thereof during his life; and that the same should then pass into the possession and enjoyment of his children or next of kin; and the question is whether the expression of this intention is so inconsistent [51]*51with the aforesaid rule as to be completely thwarted thereby ? The real estate, having been directed to be converted into money, is to be regarded as if it were money at the time of the testator’s death. Cropley v. Cooper, 19 Wall. 167, 174, 22 L. ed. 109, 113. Both parties concur in this view.

While the rule in Shelley’s Case is perhaps a logical result of the ancient doctrine of feudal tenure, and is, therefore, peculiarly applicable in the construction of grants and devises of land, it may be assumed, also, for present purposes, but without expressly so deciding, that it is equally applicable to grants and bequests of personal property. Under the statement of the rule, as we have seen, in order that the two estates attempted to be created shall coalesce, they must be of the same quality,—that is, both must be legal, or both equitable. If the one be equitable and tbe other legal the rule will not apply.

The life estate here being equitable, the application turns upon the contention of the appellees that the estate in remainder is likewise an equitable one.

The remainder is a vested one, because a present interest, though to be enjoyed in futuro, passes under the will to a certain and definite person. Doe ex dem. Poor v. Considine, 6 Wall. 458, 474, 18 L. ed. 869, 874. In the same case it is said: “It is a rule of law that estates shall be held to vest at the earliest possible period, unless there be a clear manifestation of the intention of the testator to the contrary.” And the rule is the same where the subject-matter is personal property. Gibbens v. Gibbens, 140 Mass. 102, 105, 54 Am. Rep. 453, 3 N. E. 1.

Bearing this in mind, we are of the opinion that the appellees’ contention must be denied. The devise or bequest to the trustees was to them without the addition of their heirs, etc., and their active duties were expressly limited to the life of Ered H. Vogt. B[ad there been no conversion of the devised estate into personalty, the vested remainder would be a legal estate, because the use would be executed in the heirs. Ware v. Richardson, 3 Md. 505, 56 Am. Dec. 762; Green v. Green, 23 Wall. 486, 491, 23 L. ed. 75, 77; Croxall v. Shererd, supra.

It may be conceded that the statute of uses, in force in Mary[52]*52land and the District of Columbia, does not' operate in the case of personal property. But a like result is accomplished by another well-established principle, namely, that a trust estate is not to continue beyond the period required by the purposes of the trust. Doe ex dem. Poor v. Considine, 6 Wall. 458, 471, 18 L. ed. 869, 873. As said in that case by Mr. Justice Swayne: “This doctrine rests upon a'solid foundation of reason and authority, irrespective of the presence or absence of the statute of uses.” See also Young v. Bradley, 101 U. S. 782, 787, 25 L. ed. 1044, 1045; Potter v. Couch, 141 U. S. 296, 309, 35 L. ed. 721, 729, 11 Sup. Ct. Rep. 1005; Wilkes v. Wilkes, 18 App. D. C. 90, 96; Smith v. Sullivan, 20 App. D. C. 553, 557; Long v. Long, 62 Md. 33, 64, 66. In the case last cited it was said by Chief Justice Alvey, who delivered the opinion of the court: “And, in regard to the personalty, the principle is, that when a trust has been created, and all the purposes of the trust have ceased, or are at an end, the absolute estate is in the person entitled to the last use, unless there is an apparent intention to the contrary.” See also Denton v. Denton, 17 Md. 407; Owens v. Crow, 62 Md. 491, 494; Hooper v. Felgner, 80 Md. 262, 272, 30 Atl. 911; Mercer v. Safe Deposit & T. Co. 91 Md. 102, 117, 45 Atl. 865; Bacon’s Appeal, 57 Pa. 504, 514.

Instead of there being “an apparent intention to the contrary” in this case, the testator expressly limited the trust to the life estate. No exercise of discretion is required of the trustees thereafter; they are not even required to make partition. Their active duties cease with the life of Fred H. Vogt. The trust is ended thereby, and all that they are required to do is to pay over the principal at once.

The trust being expressly limited to the life estate of Fred H. Vogt, the remainder to the heirs is a legal estate, and hence there can be no union of the two estates under the rule in Shelley’s Case.

Bacon’s Appeal, supra, is directly in point. Both real and personal property were vested in trustees by the will, the income thereof payable to a daughter during life, if she died [53]*53leaving a husband income to him for life, and from and after the decease of the daughter and her husband, respectively, her share to “go to her right heirs forever.” It was held that, the life estate being equitable and the remainder legal, there was no merger.

Mr. Justice Strong, delivering the opinion of the court, said: “The cestui que trust being entitled to the whole beneficial enjoyment, and the trustees having no- right to interfere with it, no reason was apparent why a legal title should be held continuing in the latter. A severance of the legal right from the beneficial ownership is not to be maintained without some reason. In the case before us the purpose of the trust was accomplished when Mrs.

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Bluebook (online)
26 App. D.C. 46, 1905 U.S. App. LEXIS 5325, Counsel Stack Legal Research, https://law.counselstack.com/opinion/vogt-v-vogt-cadc-1905.