Majority
Headnote
1. Will—Contingent Remaindeb. The will of a testator who died in 1848 devised certain lands in this state to a married daughter for life, and in case her husband survived her, to him for life, and then provided that “ from and after the decease of both my said daughter and her said husband, I give, devise and bequeath the remainder or fee simple in said property to the lawful issue of my said daughter then living, in such relative proportions (if such issue consist of more than one person) as they would by the laws of the state of New York have then inherited, or taken the same from her, in case she and they were then native-born citizens of said state and she had then died intestate, lawfully seized of said property in fee simple.” The daughter and her husband survived the testator, and the daughter, with children, survived her husband. Reid, in an action of partition subsequent to the daughter’s death, that the remainder was contingent, and not vested, until the death of the daughter.This action was brought for the partition of real estate and for the enforcement of a lien by the defendant Hayden on the interests of the infant defendant, Morrison M. E. Jarvis.
William Caldwell died in the year 1848, leaving a last will
In the year 1850 an action was brought by the executors to obtain a judicial construction of the testator’s will. In that
In 1887 the legislature passed an act, providing as follows : “ All the estate, right, title and interest which the people of the state of Mew York now have or may hereafter acquire,, in and to the lands devised by William Caldwell of the city of Albany in this said State of Mew York, to his daughter Eliza McGillis for life, and then to her husband John McGillis for life, should he survive her, and from and after their decease, to the lawful issue of said Eliza McGillis then surviving, by reason of the alienage of such issue, is hereby granted, released, conveyed and quitclaimed to the said lawful issue of said Eliza McGillis now or hereafter born and their heirs and assigns forever, and they are hereby authorized to take, hold, sell and convey said land and premises, or any interest they or either of them may have therein, in the same manner and with the same effect as if they were citizens of the United States, and had been such citizens at the time of the death of said William Caldwell.” (Laws 1887, chap. 310.) The first-born children of Mrs. McGillis then conveyed to her after-born children all their interest in the property in question, the after-born children agreeing to equally share with them in such property should they succeed in establishing their title thereto.
The interlocutory judgment entered herein adjudges that Morrison M. E. Jarvis is entitled to one-seventli of the property. It is claimed in his behalf that he is entitled to what would have been his mother’s portion had she lived ; that he takes under the will and not from her; that she being one of the four after-born children he is entitled to one-fourth of the estate, instead of one-seventh, and is not bound by the agreement made by her, to share equally with the first-born children. In determining this question we are somewhat embarrassed by the litigation which has preceded this action. We have, therefore, thought it "wise to first consider the question independently of the prior litigation, and then the effect which should be given to the former judgments.
The pivotal question in the case arises upon the construction which should be given to the provisions of the will, and is as to whether the remainder, after the death of the testator, was vested or contingent. In considering this question we must bear in mind the well-settled rule, that if the language of the devise is doubtful, resort should be had to the primary canon
Under the statute, future estates are either vested or contingent. They are vested, when there is a person in being who would have an immediate right to the possession of the lands, upon the ceasing of the intermediate or precedent estate. They are contingent whilst the person to whom, or the event upon which they are limited to take effect, remains uncertain. (1 R. S. 723, section 13.) The statute further provides that “ every devise of any interest in real property, to a person who, at the time of the death of the testator, shall be an alien, not authorized by statute to hold real estate, shall be void.” (2 R. S. 57, section 4.) All the children of Mrs. McGillis in being at the time of the death of the testator were aliens; they consequently could not take under the will, and there could be no vesting of the remainder in them. If there was any vesting of the remainder, it necessarily must have been in the heirs at law; for as to the remainder, if vested, he must be deemed to have died intestate, in which case the estate would descend under the statute to the heirs at law. But in cases of doubtful language a person ordinarily will not be held to liave intended to die intestate if the provision is fairly and reasonably capable of a different construction.
Upon referring to the provisions of the will, we find that it provides that “from and after the decease of both my said daughter and her said husband, I give,” etc. Here we have
We come to a consideration of the rights of the parties when the life estates terminated at the death of Mrs. McGillis in 1893. Upon the happening of that event, the persons who are entitled to take the estate in possession became fixed and certain. In the meantime our statutes liad been changed by the adoption of chapter 42 of the Laws of 1889, which provides that “ the foreign born children and descendants of any woman born in the United States, and notwithstanding her marriage with an alien and her residence in a foreign country, shall be entitled to take, hold, have, possess, enjoy, convey and devise real estate situated in this state, in the same manner, and to the same extent, and with the same effect, as if such foreign-born children and descendants were citizens of the United States ; nor shall the title to any such real estate which has descended or which shall descend, or which has been or shall be devised or conveyed, to such woman or to such foreign-born children or descendants, be impaired or affected by reason of her marriage with an alien, or the alienage of such children or their descendants ; provided that the title to such real estate shall be or shall have been derived from or through such woman, or from or through some ancestor of such woman, which ancestor shall be or shall have been a citizen of the United States.”
The testator was a resident and a citizen of the United States. Mrs. McGillis was born in the United States; she married an alien and thereafter resided in a foreign country, where her children were born, and the estate came through her ancestor. The case is brought squarely within the provisions of this statute. As we have shown, there was no outstanding vested remainder in the way of its operation and application to the provisions of this will. It, in effect, amends the provision of the Be vised Statutes making void a devise to a person who, at the time of the death of the testator, shall be an alien, so that the provisions of that statute no longer apply to the foreign-born children of married women born in
It remains to be ascertained whether the former adjudications affect the result reached by us upon the construction of the will. In the first action it was adjudged that the firstborn children of Mrs. McGillis had no interest in the estate, actual or contingent. These children were infants at that time, but are doubtless estopped by the judgment from now bringing in question any matter that was there adjudged and determined which the court then had the power and the jurisdiction to determine. But, as ive have seen, upon a proper construction of the will, the remainder was contingent and not vested. It was not, therefore, a devise of property to a person who, at the time of the death of the testator, was an alien, but was a devise to a class of persons who, forty-five years thereafter, would occupy the relation of issue to Mrs. McGillis, and whose identity could not then be ascertained and determined. The first-born children were issue, it is true, but they might not survive their mother, and they might leave children or grandchildren who would, upon her decease, be her issue and entitled to take under the will.
It further appears from the express provisions of the will that such issue was to take, under the laws of the state of blew York then in force, such proportion as under the statute they would be entitled to take in case their mother was lawfully seized of the property in fee simple at the time of her decease. The devise was, therefore, subject to and in a measure dependent upon future legislation, the character of which the court at that time could not ascertain or provide for. It could, therefore, only inquire as to the rights of these children under the statutes existing at that time, and such must be understood to be the force and limit of that judgment, and in so far as it adjudges the remainder to belong to the heirs at law the court exceeded its powers.
It was upon this theory that the cross-action was brought on behalf of the after-born children. As we have seen, the first-born children conveyed their interests to the after-born children, who agreed to share with the former any interest in the property to which they should succeed in establishing title. The property which it is claimed had escheated to the state had, by the enactment referred to, been released and conveyed to the first-born, as well as the after-born, children of Mrs. McGillis. The first-born, therefore, claimed an interest which they could convey, which came from the People of the state, and in that action, based upon the conveyances of the first-born children, it was adjudged that the fee or remainder of the property set apart to Mrs. McGillis for life vested in her after-born issue. Here, it will be observed, by this adjudication we have a vested remainder, but this vesting of the estate comes from the legislature, through whose act the state conveys its escheated interest. Herein arises the confusion in the case. Huder the will, as we have construed it, the remainder was contingent, and so remained until the. death of Mrs. McGillis, while under the
The remainder being contingent, nothing could escheat or vest in the state until the life estate terminated. Upon the happening of that event general laws intervened, under which these children were permitted to take the estate in possession. The state, therefore, in 1887, had no estate which it could convey.
The referee, in substance, has found as facts that the infant defendant Jarvis is bound by the agreement and deeds with the defendant Hayden as fully as though he had been of age and a party to them all, they having been made for his benefit and having resulted in securing to him his share of said remainder, and being in all respects just, fair and reasonable ; that he has no interest whatever in the premises conveyed to the defendant Hayden by his mother and others in his behalf, as said Hayden’s fees for conducting the litigation by which the title of the McGillis issue was established, and which were conveyed to him by the deeds ■fully set forth in the complaint herein, and that the said defendant Hayden’s title to said premises so conveyed to him is perfect as against the infant defendant Jarvis and the lawful issue of Mrs. McGillis as a class, upon facts appearing in the record of this case; and also that the defendant Hayden has an attorney’s lien
The Appellate Division reversed the judgment of the referee in so far as it established the title of Hayden to the mansion house property; but in its opinion it is stated that the services of Mr. Hayden inured to the benefit of the defendant Jarvis; that the agreement made by the children of Mrs. McGillis, to convey to him the mansion house property in consideration for such services, was fair and equitable, and that they felt inclined, if possible, to sustain the conclusions of the referee in reference thereto; that they, however, had with reluctance reached the conclusion that it was beyond the power of the parties who made the contract to convey or aifect the interests of the defendant Jarvis, and that Hayden had no claim for legal services as against him which could be enforced at law.
If the mother of the defendant Jarvis took a vested remainder from the state through the provisions of chapter 310 of the Laws of 1887, she had the power to sell and convey, or to contract with reference to the same; and upon her death her son would take through her, subject to the contract which she had made. But this situation has not met with our approval, as we have already indicated. There is, however, another view upon which we think the claim of Hayden may properly be sustained. In the first place we have the citizen and resident heirs at law making claim to this property as against these alien children and issue of Mrs. McGillis. Mrs. McGillis was becoming aged and liable to die, and her children w'ere aliens. Under the will, distribution ivas to be made according to the laws of the state which should then be in force. If her children ivere to take under the provisions of the will, it was apparent that legislation was necessary. It was under these circumstances that the services of Hayden were contracted for. The mother of the defendant Jarvis was at that time one of the living issue of Mrs. McGillis and represented one
In 2 Story on Equity, at section 1237, it is said : “ Courts of equity have not confined the doctrine of compensation or lien for repairs or improvements to cases of agreement or of joint purchases ; they have extended it to other cases where the party making the repairs and improvements has acted bona fide and innocently, and there has been a substantial benefit conferred upon the owner so that, ex rngua et bona, he ought to pay for such benefits.”
Is the situation changed by reason of his having spent money and time in preserving the property to these children from the claims of others ? It seems to us that the principle is the same, and that the equities which control in one case should be recognized in the other. The contract having been found to be fair and reasonable, it follows that the equitable
The questions submitted for our determination, with the answers which are given thereto, are as follows:
First. Whether the infant defendant, Morrison M. E„ Jarvis, is seized of and owns an undivided one-seventh, or an undivided one-quarter interest in the premises sought to be partitioned herein. Answered, one-seventh.
Second. Whether the infant defendant, Morrison M. E. Jarvis, owns an undivided one-seventh interest, or an undivided quarter interest, or any interest whatsoever in the premises conveyed to the defendant Henry W. Hayden for his fees, subject to a lien in law or equity in favor of the defendant Henry W. Hayden. Answered, it is subject to a lien in equity.
Third. Whether the defendant Henry W. Hayden has or has not a perfect title, as against said defendant Morrison M. E. Jarvis, to the premises conveyed to him for his fees. Answered, he has a good title.
Fourth. Whether the infant defendant, Morrison M. E. Jarvis, out of his interest in the premises sought to be partitioned herein, ought equitably to contribute ratably toward the reasonable fees and expenses of the defendant Henry W„ Hayden for the services rendered by him in establishing the title of the lawful issue of Eliza McGillis as a class as against the heirs of William Caldwell to the said premises sought to be partitioned herein. Answered, he should.
The order of the Appellate Division, in so far as it reverses the judgment entered upon the report of a referee, should be reversed, and the judgment as entered upon the report of the referee affirmed, with costs to all parties payable out of the estate.
All concur, except O’Brien, J., who dissents from the proposition that there is a lien upon the estate of the unborn infant, and Bartlett, J., not sitting.
Judgment accordingly.
Cases cited
- Fowler v. Callan 102 N. Y. 395 p. 534
- Low v. Vrooman 15 Johns. 238 p. 534
- Lawrence v. Fox 20 N. Y. 268 p. 534
- In re Hynes 105 N. Y. 560 p. 534
- Peri v. New York Central & Hudson River Railroad 152 N. Y. 521 p. 534
- Harwood v. La Grange 137 N. Y. 538 p. 534
- Boyle v. Boyle 106 N. Y. 654 p. 534
- Chester v. Jumel 125 N. Y. 237 p. 534
- Mick v. Mick 10 Wend. 379 p. 535
- Wadsworth v. Wadsworth 12 N. Y. 376 p. 535, p. 544
- Van Nostrand v. Marvin 16 App. Div. 28 p. 535
- White v. Howard 46 N. Y. 144 p. 535
- Brevoort v. Grace 53 N. Y. 245 p. 535
- Moore v. Littel 41 N. Y. 66 p. 535
- Jackson, ex rel. Smith v. Adams 7 Wend. 367 p. 535
- DiSalvo v. Armae, Inc. 41 N. Y. 80 p. 535
- Campbell v. Stokes 142 N. Y. 23 p. 535
- In re the Appraisal for Taxation of a Portion of the Estate of Seaman 147 N. Y. 69 p. 535
- Trustees of the Philadelphia Baptist Ass'n v. Hart's Executors 4 Wheat. 1 p. 535
- Luhrs v. Eimer 80 N. Y. 171 p. 535
- New York & Oswego Midland Railroad v. Van Horn 57 N. Y. 473 p. 535
- Mead v. Mitchell 17 N. Y. 210 p. 535
- Cheesman v. Thorne 1 Edw. Ch. 629 p. 535
- Brevoort v. Brevoort 70 N. Y. 136 p. 535
- Harris v. Strodl 132 N. Y. 392 p. 535, p. 536
- Bartholomew v. Jackson 20 Johns. 28 p. 536
- Baer v. Hendricks 147 N. Y. 348 p. 536, p. 540
- Beck v. McGillis 9 Barb. 35 p. 536, p. 538
- Shipman v. Rollins 98 N. Y. 311 p. 536
- Masten v. Olcott 101 N. Y. 152 p. 536
- Haynes v. Sherman 117 N. Y. 433 p. 536
- Aspinwall v. Sacchi 57 N. Y. 331 p. 536
- Kent v. Church of St. Michael 136 N. Y. 10 p. 536, p. 548
- Wetmore v. Roberts 10 How. Pr. 51 p. 536
- Mickles v. Dillaye 17 N. Y. 80 p. 536
- Miner v. Beekman 50 N. Y. 337 p. 536
- Thomas v. Evans 105 N. Y. 601 p. 536
- Shearer v. Field 6 Misc. Rep. 189 p. 536
- Smith v. Edwards 88 N. Y. 92 p. 540
- Miller v. Gilbert 144 N. Y. 68 p. 540
- In re Morris' Estate 9 App. Div. 602 p. 540
- Bodine v. Brown 154 N. Y. 778 p. 540
- Hersee v. Simpson 154 N. Y. 496 p. 541
- Ford v. Knapp 102 N. Y. 135 p. 548
- Cosgriff v. Foss 152 N. Y. 104 p. 548