Whitney v. Whitney

18 N.Y.S. 3, 70 N.Y. Sup. Ct. 59, 43 N.Y. St. Rep. 841
CourtNew York Supreme Court
DecidedFebruary 15, 1892
StatusPublished
Cited by4 cases

This text of 18 N.Y.S. 3 (Whitney v. Whitney) is published on Counsel Stack Legal Research, covering New York Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Whitney v. Whitney, 18 N.Y.S. 3, 70 N.Y. Sup. Ct. 59, 43 N.Y. St. Rep. 841 (N.Y. Super. Ct. 1892).

Opinion

Martin, J.

At the threshold of this investigation the question is presented whether this action can be maintained. The action was in form an action in equity to obtain a construction of the last will and testament of Joshua Whitney, deceased, but its manifest object and purpose was to determine the legal title to certain real estate which was in the possession of the appellants. The appellants contend that as the questions involved related to real estate only, and did not include the consideration of any existing trust, this suit cannot be maintained. It is quite obvious that, while the determination of this ease may have involved to some extent the construction of Joshua Whitney’s will, still such construction was necessary only to the extent of determining who had the legal title to the real estate in question, and involved no question as to any existing trust. Whether, under such circumstances, a suit in equity can be maintained for the construction of a will and the determination of the title to the real property claimed under it, where the questions involved could be determined in an action at law to recover the possession of the premises, is the precise question we are called upon to determine. The question under what circumstances such a suit might be maintained was somewhat discussed in Bowers v. Smith, 10 Paige, 193, and in that ease Chancellor Walworth said: “I am not aware of any case in which an heir at law of a testator, or a devisee, who claims a mere legal estate in the real property, where there was no trust, has been allowed to come into a court of equity for the mere purpose of obtaining a judicial construction of the provisions of the will. On the contrary, the decision of such legal questions belongs exclusively to the courts of law, except where they arise incidentally in this court in the exercise of its legitimate powers, or where the court has obtained jurisdiction of the ease for some other purpose.” Again, in Post v. Hover, 33 N. Y. 602, Denio, C. J., said: “The plaintiffs had no right to institute this suit, to settle the construction of the will. They were, at best, only heirs at law of the testator; and if the devise of the homestead was void, as they contend, they had only to bring their direct action in the nature of ejectment to recover their shares in the premises. Bowers v. Smith, 10 Paige, 193. Although the supreme court has general jurisdiction at. law and in equity, it cannot entertain an action for equitable relief, where such an action could not have been sustained in a court of equity, though they might have sued at law in another form of action.” Judge Polger, in Bailey v. Briggs, 56 N. Y. 413, had the same question under consideration, and stated the rule as follows: “It is when the court is moved in behalf of an executor, trustee, or cestui que trust, and to insure a correct administration of the power conferred by a will, that jurisdiction is had to give a construction to a doubtful or disputed clause in a will. The jurisdiction is incidental to that over trusts.” The rule as stated by Judge Polger was expressly approved by the court in Chipman v. Montgomery, 63 N. Y. 230, and Allen, J., said: “It is by reason of the jurisdiction of the court of chancery over trusts that courts having equity powers, as an incident of that jurisdiction, take cognizance of and pass upon the interpretation of wills. They do not take jurisdiction of actions brought solely for the construction of instruments of [9]*9■that character, or when only legal rights are in controversy.” The same rule was recognized in Monarque v. Monarque, 80 N. Y. 321. In Dill v. Wisner, 88 N. Y. 153, it was held that an executor could not maintain an action for the construction of a clause of a will disposing of real estate, unless he was invested with a trust under the will in reference to the subject-matter of the devise. Again, in Wager v. Wager, 89 N. Y. 161, it was held that an heir at law or devisee, who claims a mere legal estate in real property, when there is no trust, cannot come into a court of equity for the mere purpose of obtaining a judicial construction of the provisions of the will. The question was also considered in Weed v. Weed, 94 N. Y. 243, and Andrews, J., stated as the rule that “a devisee who claims a mere legal estate in real property of the testator, where there is no trust, cannot maintain an action for the construction of the devise, but must assert his title by ejectment or other legal action, or, if in possession, must await an attack upon it, and set up the devise in answer to the hostile claim.” That the foundation of jurisdiction in such a case rests on the jurisdiction which a court of equity has over trusts was again recognized in Horton v. Cantwell, 108 N. Y. 267, 15 N. E. Rep. 546. In Anderson v. Anderson, 112 N. Y. 110, 19 N. E. Rep. 427, it was said by Peckiiam, J.: “The jurisdiction of courts of equity, in considering doubtful or disputed clauses in a will, has been held with entire uniformity by the courts of this state to result from its jurisdiction over trusts, and that exists only when the court is moved on behalf of an executor, trustee, or cestui que trust, and to enforce a correct administration of the power conferred by the will.” After citing Weed v. Weed, supra, and stating the doctrine there held, the judge says: “It is true that was an action for the construction of certain clauses in a will, and hence is not directly in point here. But it shows the tendency of the court to continue in the same path it has trod for many years, by denying jurisdiction in equity in matters regarding wills separated from trusts, and to send to the legal branch of the court questions of that nature for determination.”

This review of the authorities discloses that from 1843 until 1889 the highest courts and the most eminent judges of the state have uniformly held that an action in equity for the construction of a will could be maintained only by virtue of its jurisdiction over trusts, and that such jurisdiction does not exist except where the action is brought by an executor, trustee, or cestui que t?'ust to enforce, a correct administration of the powers conferred by the will. While it has been held that where a trust existed, and a suit in equity was brought to enforce the execution of it, the court having thus acquired jurisdiction might, in such a suit, construe a will, and determine such legal questions as might incidentally arise, still no such jurisdiction has been held to exist, except where the purpose of the action was to enforce the trust contained in the will. Certainly this action was not brought to enforce the execution of any trust contained in the will of Joshua Whitney. The learned referee has held that the trust created by the will was fully executed, and that the power in trust to sell the premises or convey them to Charles terminated with his death; hence there could have been no trust, or power in trust, which could have been enforced. The clear and manifest purpose of this suit was to establish the rights of the plaintiff, and the defendants, other than the appellants, to the premises in question. The rights claimed were as successors in title to the residuary legatees. Those were merely legal rights, and, if the doctrine of the authorities cited is to control, should be enforced, as such, by an action of ejectment or other legal action. The doctrine of the cases cited requires us to hold that this action cannot be maintained, unless sufficient authority to justify such an action is given by section 1866 of the ■Code of Civil Procedure.

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Cite This Page — Counsel Stack

Bluebook (online)
18 N.Y.S. 3, 70 N.Y. Sup. Ct. 59, 43 N.Y. St. Rep. 841, Counsel Stack Legal Research, https://law.counselstack.com/opinion/whitney-v-whitney-nysupct-1892.