Majority
Headnote
The will of H., devised certain premises to Ms wife, to be held by her “ to and for the chief purpose of keeping and protecting the same for her own and ” her “ daughter’s benefit,” the same to be used “ for the maintenance and support of herself and said daughter.” If the widow shouldThe general intention of the testator, in this case, is very plain. Having a wife, and an unmarried daughter, he desired to secure to them during their lives the full benefit of the use and income of his property; but dreading the influence and possible selfishness of a husband of either, he aimed at a disposition which would make it impossible for such husband to obtain any interest in, or control over the estate devised. To effect this purpose, he took from the widow, in the event of her remarriage, the management of the property and also the guardianship of his daughter and vested both in his executors. In the event of the daughter’s marriage, he provided that her husband should not inherit the property, nor any part thereof, and, as a mode of securing that result, he gave no estate to the daughter in express terms, but directed that upon her death it should go to her issue then living, or, in default of such issue, then to the testator’s nephew, John Foley. The will was evidently intended to bar the possible interest of a successor, or son-in-law, and keep from the hands of strangers, not of the testator’s blood, the property gained by his care and labor. Whatever else may be true of the case, this purpose and intention is distinct and plain, and must have its proper weight in determining the construction of the will. The claim of the plaintiff, if sustained, overrides that intention, and renders- nugatory and useless the precautions of the testator; for it is the husband of the daughter who now claims the absolute ownership of the estate and seeks to wrest it from the possession of the children of the nephew. I
As to the proper construction of the will the parties differ widely. The theory of the plaintiff is, that the widow had a life estate, and the daughter, Margaret, took thó fee by descent, such fee subject, however, to be determined by the presence of issue living at her death, or in default of such issue living at that date, subject to the right of Foley to take the fee if he
The theory of the defendant is that the widow took a life estate, then Margaret a life estate, with remainder in fee to John Foley, vesting in interest at the death of the testator, and in possession at the death of Margaret without issue living, but liable to be divested by the existence of such issue living at her death. The estate of Foley is claimed to be a vested remainder, affected in no manner by his death before Margaret, but in that event descending to his heirs who thereby took the entire estate.
The argument on both sides draws largely upon the provisions of the common law, as explanatory of the changes effected by the ¡Revised Statutes, and some brief consideration of what would have been the operation of the former upon the devise in question may aid us in the application of the modified enactments.
The first difficulty in the defendant’s position, as affected by the language of the^will, would have arisen in the absence of a precedent estate to support the remainder to Foley. The general rule was that no remainder could be created without a particular estate to support it, and must have been so limited as to take effect on the regular and natural determination of the precedent estate. (2 Washb. R.
If the difficulties of the common law seem thus far obviated, they become more serious as we approach a consideration of the nature and character of the devise over to Foley. . Alter
If now we test the case by the simpler provisions and definitions of the Revised Statutes, we shall find that the same question confronts us as the pivotal point in the case. What has been said of the common-law rules shows, at least in some directions, the difficulties which the revisers sought to remove and the force and effect of the radical change which they wrought. A remainder no longer fails by reason of the determination of the precedent estate before the happening of the contingency upon which it is to vest, and a life estate in Margaret ceases to be necessary to support the remainder of Foley. A fee may be limited on a fee upon a contingency which, if it should occur, must happen within the limits of the prescribed period, so that even if Margaret took a base-or determinable fee by descent the limitation over to Foley was possible. Alternative estates, where upon the failure of one to vest, the next in succession shall vest, are expressly recognized; and all future estates are made in terms descendible, devisable and alienable, like estates in possession. Eot only are difficulties thus removed and doubts solved, but future estates, like that devised to Foley, are expressly authorized and defined. Estates, in respect to the time of their enjoyment, are divided into estates in possession and estates in expectancy. The latter are declared to be those in which the right of possession is postponed to a future period, and are further divided into future estates and reversions. A future estate dependent on a precedent estate is termed a remainder, and that may be either vested or contingent. It is vested, when there is a person in being who would have an immediate right to the possession of the lands
We do not think, therefore, that, by the terms of the will,Foley’s estate was limited upon the added contingency of his survival of Margaret. It follows that his right was descendible to his heirs, both at common law and under the statute, unless some other legal difficulty intervenes.
Such' difficulties are suggested. The one founded upon the doctrine of the common law that the heir of a primary devisee can never take by substitution unless the estate vests in such primary devisee, we do not think has a proper ápplieation to the case before us, but if it has, will find its answer in the changed provisions of our statutes, and also in the views presently to be taken of their effect upon contingent remainders.
But a further difficulty is founded upon the denial to the estate of Foley of any descendible quality, upon the ground that it never vested in him, and was nothing, in fact, but the possibility of acquiring an estate. The logic .of this view is • very forcibly presented in a case similar to and yet different from the one before us, by the dissenting opinion of (Traver, J. (Moore v. Littel, 41 N. Y. 66 .) The court did not concur in the reasoning, or the conclusion to which it led. Followed steadily to its logical consequences, it would apparently take out of the operation of the statute a large class of future estates, upon the ground that they are mere possibilities, and not estates at all. The collision at the bottom of that case was over the character of a contingent remainder limited to the heirs of a person then living. ¡ The majority of the 'court, founding their opinion upon the definitions of the Be-
It is true that to allow of title by descent there must be something to descend ; and what that is, in a case of contingent remainder, which may never vest either in interest or possession, except a mere possibility of acquiring an estate, is a question which the mandate of the statute sufficiently answers, but which may also -be answered on principle. John Foley had something more than a mere possibility of acquiring an estate; he had the fixed, absolute right to .have the estate if the contingency occurred. That right was conferred by the will of the testator, and vested in him at the instant of the latter’s death. The devisee held it as a vested right, but such a right as the contingent and uncertain character of the devise created; nevertheless a fixed and vested right, which the Revised Statutes recognize as an estate, place in the category of expectant estates, and decree shall he descendible, and which,' as we have "already seen, was descendible even at common law. In his chapter on executory devises Washburn reminds us of the necessity of distinguishing “between the vesting of a right to a future estate of freehold, the vesting of a freehold estate in interest, and the vesting of the same in possession.11 (2 Washburn on Real Property, 664.)
We do not agree, therefore, with the opinion of the General Term, while we concur in the result of their decision. They held, as the respondent claims, that Foley took a vested remainder, subject to be divested by the contingency of Mar
Nor can we see that Foley took a.vested remainder under the definition given by the Bevised Statutes. The present capacity of taking effect in possession, if the possession were to become vacant, was the test at common law. (Fearne on Rem. [7th ed.] 216.) When the person to whom a remainder after a life estate is limited is ascertained, and the event upon which it is to take effect is certain to happen, the remainder is vested. ( Williamson v. Field, 2 Sandf. Ch. 533 .) If, at the ceasing of the precedent-estate, it would be uncertain who was entitled or whether the event upon which it was limited would happen, then the remainder is contingent. (Moore v. Littell, supra, 79.) Here the. event upon which Foley was to take at all was uncertain. At the death of the-widow, the termination of the precedent estate, it was still uncertain if Foley would ever take, and whether he should or not depended upon a contingency yet to happen.. It is possible that, by giving to Margaret a life estate after the death .of the widow, the case might be brought within the rule stated in Moore v. Littell by Judge Woodruff, that where the same event — in this, case the death of Margaret — at the same time, eo vnstanbi, terminated the precedent' estate, and settled the contingency, the remainder was vested. But that was said of a remainder to the heirs of one living, and we think does not fairly apply to the case before us. jAnd, besides, the doctrine was not assented to by three of the judges, and the case was really decided upon the ground (which strongly sustains the conclusion we have reached) that the -remainder was contingent, but nevertheless an expectant estate, as defined by the .Bevised Statutes, and as such alienable.
We conclude, therefore, in this case, that John Foley took a
The judgment should be affirmed, with costs.
All concur.
Judgment affirmecL
Cases cited
- Woodruff v. Ellen 47 Barb. 304 p. 94
- Woodruff v. Cook 61 N. Y. 638 p. 94
- Barnes v. Hathaway 66 Barb. 452 p. 94
- Savage v. Pike 45 Barb. 464 p. 94
- Miller v. Emans 19 N. Y. 384 p. 94
- Jackson ex dem. Varick v. Waldron 13 Wend. 178 p. 94
- Thurber v. Chambers 66 N. Y. 42 p. 94, p. 95
- Van Beuren v. Dash 30 N. Y. 393 p. 94, p. 95
- Livingston v. Greene 52 N. Y. 118 p. 94
- Jackson ex dem. Staats v. Staats 11 Johns. 337 p. 95
- Sherman v. Sherman 3 Barb. 385 p. 99
- Moore v. Littel 41 N. Y. 66 p. 102