Warner v. Sprigg

62 Md. 14, 1884 Md. LEXIS 59
CourtCourt of Appeals of Maryland
DecidedMarch 27, 1884
StatusPublished
Cited by11 cases

This text of 62 Md. 14 (Warner v. Sprigg) is published on Counsel Stack Legal Research, covering Court of Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Warner v. Sprigg, 62 Md. 14, 1884 Md. LEXIS 59 (Md. 1884).

Opinion

Bryan, J.,

delivered the opinion of the Court.

George Warner, Jr., died in March, ISII, after having executed his last will and testament, in such manner as to pass the title to real and personal estate. The questions, before us originate from the provisions of this will, and we will therefore direct our attention to them before considering any other matters involvéd in this case.

The testator directed that his whole estate, real, personal and mixed, should be divided by three trustees named in his will, into five equal parts, and that two of these parts should go to his daughter, Annie Catharine, and that the other three parts should go to his two sons, George and William, equally, share and share alike. He then devised his whole estate to three trustees, to have and to hold the same in trust for his three children according to their respective shares, permitting the children to receive the rents and income thereof, and with power to his daughter to dispose of her portion as to her might seem fit, by testamentary disposition only, and without [19]*19the concurrence of the acting trustees or trustee, and the survivor of them; and he provided that if all the trustees should decline to act, the cestuis que trust should select such fit person as trustee as they might agree to choose. The will then proceeds as follows: “After the decease of my said sons, respectively, their shares to go to their several heirs-at-law, as also the share of my said daughter, should she die, having made no testamentary disposal thereof.”

The persons named as trustees were then appointed executors of the will, “with power to them, and the survivor of them, and such of them as shall consent to act, to sell and convey any of my estate, real or leasehold, the purchaser not being bound in anywise to look to the application of the purchase money.”

The will was duly admitted to probate by the Orphans’ Court of Baltimore City. Two of the persons named as trustees and executors refused to qualify as executors and to accept the trusts of the will. The third one, Edward J. Schwartze, accepted the trusts, and took upon himself the execution of the will.

We will first consider the title to the real estate. The whole estate is in terms devised to the trustees. Under the familiar operation of our statute, this devise would invest them with the fee simple. A trust, however is declared for the three children of the testator, and one of the questions in this case relates to the effect of this declaration of trust. By the Statute 27 Henry VIII, chapter 10, it was enacted that “ when any person shall be seised of lands, &c. to the use, confidence or trust of any other person or body politic, the person or corporation entitled to the use in fee simple, fee tail, for life, or years, or otherwise, shall from thenceforth stand and be seised or possessed of the land, &c., of and in the like estates as they have in the use, trust or confidence ; and that the estate of the person so seised to uses shall be deemed to be in [20]*20Mm or them'that have the use, in such quality, manner, form and condition, as they had before in the use.”

It would he difficult to find a clearer case for the application of the Statute than the present one. It fully satisfies all its requirements and conditions. It is true that by the construction put on this Statute, there are cases in which the legal estate vests in the donee to uses as it would have done before the Statute. Thus it is held as an established rule that the Statute does not operate where the donee to uses is entrusted with powers or duties which he cannot properly discharge without holding the legal estate. But in the present case the trustees are merely passive, and are hot required to perform any duty whatsoever. It is fully settled that when the trust declared is simply to permit and suffer the cestui que trust to receive the rents, or to occupy the estate, 'the legal estate is executed in the cestui que trust by the Statute. Perry on Trusts, section 306. We think, therefore, that the children took legal estates under the will. The next question relates to the devise to their heirs at law after their decease. We consider it fully settled by the authorities 'that the rule in Shelley’s Case applies to this devise. We find here the devise of an estate, and a remainder to the heirs of the devisee. Upon this question we do not regard it' necessasary to multiply authorities. If it he said that the power given by the will to the daughter to dispose of her portion by testamentary disposition only, is an argument that the testator intended to give her only a life estate ; it may be answered that the rule in Shelley’s Case operated to defeat the particular intention by force of a general rule of construction. If the testator had declared that his children should have life estates and no more, such language would not have prevented the application of the rule in question ; and notwithstanding this declaration they would have taken fees. Clarke vs. Smith, Adm’r, et al., 49 Md., 106. It may he urged that as the same persons who were named [21]*21as trustees in the will, were, in a subsequent clause, appointed executors, and were invested with power to sell and convey any of the estate, real or leasehold, it was necessary for them to hold the legal estate to perform this trust. But we must bear in mind that although the same persons are appointed trustees and executors, the two capacities are entirely distinct; quite as much so as if filled by different individuals. Suppose that after making the devise to the trustees, the testator had appointed other persons the executors of his will. In that case, it would have been quite clear that the powers given to the executors could not enlarge the estate devised to the trustees, and could not have any influence in determining its character. And for the reason stated, it is just as clear when the two distinct capacities are represented by the same individuals.

It was decided as early as the twenty-second year of Elizabeth, that inasmuch as the Statute used the word “seised ,” and this word was applicable only to freeholds, copyholds and terms of years were not embraced by it. And accordingly it has ever since been held that when estates of these descriptions, or personal chattels are limited to one person for the use of another, the first taker will have the legal estate in trust for the other. Consequently, by the will in question,'the bequest carried the legal estate in the leasehold and personalty to the trustees, and the children took the equitable interest. By analogy to the rule in Shelley’s Gase the clause giving their shares, after their decease, to their “several heirs-at-law,” gave them the absolute equitable interest. Horne vs. Lyeth, 4 H. & John., 439.

It appears that Edward Schwartze, the acting trustee and executor, filed a bill in equity against the devisees under the will, and an infant child of one of them. In it he prayed the advice and direction of the Court in the discharge of his duties as trustee and executor. The [22]*22Court, among other things, decided that the legal estate in all the property devised and bequeathed by the will was in the children. We have said that they held the equitable interest in the personalty; but as they had the right at any time to call for a conveyance of the legal title, the decree of the Court invested them with it without the unnecessary formality of a deed.

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Bluebook (online)
62 Md. 14, 1884 Md. LEXIS 59, Counsel Stack Legal Research, https://law.counselstack.com/opinion/warner-v-sprigg-md-1884.