Majority
Headnote
A testator devised his estate, real and personal, upon these trusts: 1. To sell the real estate after the death of his widow; 2. That she should, during her life, receive and take to her own use one-third part of the clear yearly rents and profits of the real estate; the residue of the rents and profits, until the sale of the real estate, to be deemed part of the personal estate and subject to the same dispositions; which were, 3. To apply the income to the maintenance and education of six sons and four daughters, named in the will, in equal shares, until the sons' should attain the age of 21 years, and the daughters attain that age or be married, respectively; 4. To pay or transfer the principal in equal shares to the sons and daughters; the shares of the sons to become vested at 21, and then to be paid or transferred; the shares of the daughters to be vested in the trustees, the income to be paid to them after 21 or marriage, during life and upon the death of each daughter leaving issue, her share to go to and rest in such issue Held, a valid trust as to the real estate within the statute (1 R.S., 728, § 55).The Supreme Court has determined in this case that some of the provisions in the will of Michael Burnham, deceased, are invalid, as tending to an unlawful perpetuity, and on that ground the whole will has been adjudged to be void. So far as appears from the reasons assigned for this conclusion, the question whether the said limitations can and ought to be cut off, leaving the other parts of the will to stand,- does not seem to have been examined. We agree that some of the limitations are void for the reason stated, but having come to a conclusion that the judgment is erroneous in subverting the whole will, it becomes necessary to examine and pass upon several questions in order that a proper judgment may be rendered.
The provisions of the will, so far as material, may be briefly stated as follows: The testator gave all his real and personal estate to trustees, upon trust to sell the real estate after the death of his widow, she to have one-third of the net rents and profits during life, and. the other two-thirds to be deemed personal estate, and form a part of the trust fund. That fund was to be constituted from the personal estate, the proceeds of the real estate when sold (also to be deemed personal estate), and from the said two-thirds of the rents and profits. At the making of the will the testator had ten children, six sons and four daughters. After providing, in the manner stated, for the consolidation of his estate into a trust fund, he directed that it should go ultimately, in equal parts, to his six sons and the children of his four daughters, the shares of the sons to “become vested” and be paid over or transferred when they should, respectively, attain the age of twenty-one years, and the other four-shares, which are designated in the will as the shares of the daughters, “to go to and become vested” in the issue of the daughters, immediately after their decease, respectively. In respect to the income of the several shares, the will provides that the trustees should “ apply the dividends or interest” of the sons’ shares to their maintenance and education
Two of the six sons named in the will died at the ages of twenty-four and twenty-five, unmarried and without issue, before the death of the testator, which occurred in 1836. The four sons who survived him were then of full age, except Thomas, who died, a minor and without issue, in 1841. The daughters are all still living, married, and have children. The testator’s wife also survived him, and she is still living. It is quite evident from this statement that the right of the daughters to the separate enjoyment of the income upon their shares in the estate, and the rights of their children to the principal of those shares, must depend on the question whether such parts of the will as are lawful, by themselves considered, are to be upheld.
This will, in the first place, creates a trust in the testator’s real estate, and.this trust is valid within the 55th section of the statute of “uses and trusts.” (1 R. S., 728.) The direction of the will is to sell the lands, and the sale is to be made for division amongst and the “benefit of” legatees. This was the ultimate purpose, to take effect after the death of the widow. I think it clear, also, that until then the trustees, and not the beneficiaries, are to receive the rents
I do not overlook the doctrine of equitable conversion, according to which real estate is deemed to be changed into personal when such change is directed and provided for in a will or other instrument. But this doctrine must be taken with the qualification that the change does not take place in theory until the period arrives or event occurs when the conversion ought to be made. Thus, in the present case, the real estate is to be sold and the proceeds to become personalty after the decease of the testator’s widow and not before. When that period arrives, the estate will be deemed to undergo the change directed by the will, whether then actually sold or not. Until then, the testator not only contemplated no change, but on the contrary forbid it. The trust which he imposed upon his real estate was therefore, in the first instance, a trust in lands, and the rules to be applied to it, so far at least as questions of alienability are concerned, are those which govern trusts of that character.
A valid trust in lands vests the whole legal and equitable title in the trustee and is inalienable. (1 R. S., 729, §§ 60, 65; Costar v. Lorillard, 14 Wend., 265 .) A sale of the
I come now to the consideration of the contingent limitations, which are supposed to suspend the absolute ownership of the shares given to the testator’s descendants beyond two lives in being at his death, which is the longest period allowed by law. We have already seen that the particular trust in the real estate, which must last as long as the widow lives, creates a suspension of the power to alienate for one life, which affects all the shares alike. After her death, the question must be considered in reference to each share separately, because each is given as a separate legacy or distinct
It results from these considerations that the bequests of portions of the estate to the testator’s sons, to vest and become payable when they should severally arrive at the age of twenty-one, and of portions to the daughters’ children, to vest and become' payable on the death of the daughters, respectively, are valid. These bequests are of course
Can those ulterior limitations over be dropped and the primary disposition of the estate be allowed to stand? This should be done if the intentions of the testator will be thereby effectuated rather than defeated. It is easy of demonstration that such will be the case. In solving such an inquiry, we are entitled to look not only at the will but at the external circumstances in order to see its practical results.
In the first place, the daughters are married and they-all have children. A leading motive which prompted the tes
In the next place, three of the four sons who survived the testator had attained the age of twenty-one when he died. Their shares, therefore, vested immediately by the very terms of the will. In respect to those shares, as well as all the others, there was, and there still is, a practical difficulty in the way of paying them over. The real estate cannot, during the life of the widow, be sold and brought into the fund for distribution; but the shares all vest in interest at the times and upon the events specified in the will.
One of the sons, Thomas, died after the testator, and under the age of twenty-one, intestate, unmarried and without issue. His portion, therefore, never vested. The further limitations of that share over to the survivors, being also contingent in their nature, as are now seen, were void, and the beneficial interest in the share must therefore be regarded as undisposed of by the will. But this result does not materially interfere with the testator’s general plan. Regarding it as undisposed of, the widow was entitled to some portion of it, as in cases of intestacy. The surviving children, or their representatives, were entitled to the residue by the rules of distribution, as they would be entitled to the whole according to the will, but for the invalidity of the contingent limitations over in their favor. The only consequence is, that the widow takes a minute fraction of the estate which the will does not give to her. The value of the lapsed portion being ascertained, the law will determine how much of it went to the widow and how much to the children of the testator. The legal interest in the whole
As already stated, the four daughters all have children. If the children of any one of them should all die before their mother, and she should leave no issue, an event now very improbable, then the share given, to such children cannot vest under the will, the further limitations being contingent and void. There is yet, therefore, a possibility that the bequest of the four shares thus situated may fail. At least, the possibility exists in respect to the shares given to the children of the three daughters first dying, because the limitations over, in case no children survive, will still be contingent on the event of the remaining daughter leaving issue. If in the course of nature these possibilities- shall become facts, if one or more of these four shares shall lapse, a devolution will then take place upon the testator’s-next of kin, as it has already taken place in respect to the share of the son Thomas. But this certainly is no. reason why the valid provisions of the will should not be sustained-, so- that the daughters’ children may take the bounty designed for them when they shall become entitled to it.
We are next to consider the fate of the shares given to the two sons who died before the testator, after arriving at the age of twenty-one, unmarried, and without issue. The
From this examination of the practical results of sustaining those limitations of the will which are consistent with the rules of law, it is evident that the primary dispositions in favor of the sons who survived the testator and attained
It is truly said, however, that all the limitations, as well those which are bad as those which are good, are enveloped in a single trust; and on this ground it is claimed that the whole trust, and all the dispositions dependent on it, must fall to the ground. It needs no argument to show that a trust created for a single purpose, unauthorized by law, is void; but it does not follow that an entire trust is void where it is made to subserve also another purpose which is lawful. It has sometimes been thought that the maxim, “ void in part void in toto,” expresses a general principle of law; but in reality it does not, as every one must see' on a moment’s reflection. In the nature of things, in reason, and, above all, in justice, it may and must be true that a deed, a will or other instrument can in part be good, although another part is void because in contravention of positive law. This subject was carefully considered in the late Court of Errors, in the case of Darling v. Rogers ( 22 Wend., 483 ), where the trust was to mortgage as well as to sell real estate for the payment of debts; and it was unanimously held that
A further question has been made, whether the widow of the testator is entitled to dower in the real estate in addition to the provision made for her by the will. The familiar rule on this subject is, that a wife is not put to her election between dower and a testamentary disposition in her favor, unless it clearly appear from the will that the provision made for her was intended as a substitute for that to which she is entitled by law. The intention need not be declared in express words. It may be implied, if the claim'of dower would be plainly inconsistent with the will. In this case the testator devised and bequeathed all his estate, real and personal, to trustees; the real estate upon trust to sell after the death of his wife. During her life she was to have one-third of the clear rents and profits, and the other two-thirds were to go into the general trust fund for distribution. The entire estate, with all its income, except the one third of the rents and profits of the land, is given, in the clearest possible terms, to the testator’s children and the children of his daughters. It is, therefore, impossible for her to receive any part of it, except what is there expressly given to her, with
We have now disposed of the leading points which can arise under the will in question. Upon another trial or hearing in the Supreme Court, the rights of the parties will be adjudged i'n accordance with the principles which have been stated, and if the case shall involve further details, those will also be settled by the judgment of that court to be rendered on such trial.
The judgment must be reversed and a new trial granted.
Roosevelt, J., delivered an opinion concurring with that of Comstock, J., in sustaining the will, so far as relates to the devise to the children of the testator’s daughters, and in holding void the contingent limitations over, in the event of their dying without issue. In respect to the shares of the two sons, who, after attaining their majority, died in the lifetime of the testator, he said: Two of the sons of the testator, named in his will, and provided for by it, died before their father; and this change of circumstances has given rise to still another difficulty. Do the two shares of the two deceased sons lapse and pass to the testator’s heirs and next of kin, as if there had been no will? Or, do they, as in ordinary cases, go merely to diminish the divisor and increase the dividend among the remaining eight?
The will directs the fund to be paid and transferred “ unto my sons Warren, Henry, Charles, Michael, James and
All the other judges, except Stkong, J., who expressed no opinion, concurred in the opinion of Comstock, J.
Judgment reversed and new trial ordered.