Majority
Headnote
Where a testator, who died leaving a wife, children and grandchildren, devised his real estate to his wife and two other persons, in trust, to receive the net income thereof and apply it to the use of his wife during her life or widowhood, at her death or marriage to divide the same into as many shares as he should leave children surviviving him, the net income of one share to be received by each child during his or her life, and afterwards by his or her husband during life or until marriage, and then the fee of each share to vest absolutely in the children of each child, if any, and if none then in the right heirs of the testator: Held, that the entire devise was void, as it suspended the absolute power of alienation beyond the continuance of two lives in being at the time when the devise was to take effect.James Amory died in February,' 3835 By the seventh clause of his will he appointed his wife Martha, during her widowhood; his executrix, and Burtus and Gross his executors, and trustees of his estate, real and persona,!. The,testator then proceeds to declare that, “ notwithstanding anything hereinbefore contained, I do devise the same in trust, to them for the purposes, of this \yil]:n -,.The better to effect- his purposes in the'will, he authorized them to leasé.his real estate for a limited term, to erect buildings, pay all liens, &c., and, if it should.be necessary, to sell so much of the real estate as might be necessary for those purposes. They were also to receive the rents, profits, ■ income and dividends of his estate, real and persona,!, and pay them over to his widow so long as
The testator by this provision creates a trust fund consisting of all his real and personal estate. The trust may continue during the life of Mrs. Amory, as the trustees are directed to pay over to her, as the beneficiary, the rents and profits during her life, or until her marriage. The trust, however, is to continue beyond her life, since the trustees are required after her death or marriage to pay over the personal estate and the net annual rents, &c., to and among the devisees and legatees, as thereinbefore provided. By the third clause of the will the personalty is divided into equal shares, and given to such of the testator’s children as survive him, and to the issue of those who die before him, the issue respectively taking the share of their deceased parent. The trust as to the personal estate of course ceases with the- life of Mrs. Amory.
By the fourth clause the net annual income of the real estate is given, one share to each surviving child, “ to be received by such child during his or her natural life.” As the trustees, by the seventh clause, are to pay over the net annual income, as directed by the fourth clause, the trust as to the real estate must continue during the life of the children surviving the testator. This is the second life. But the trust does not then cease; because it is provided by the same clause not only that each child shall receive his ■ or her share during his or her natural life, but that after-wards the same shall be received “ by his or her wife or husband so long as such wife or husband shall not marry again.” And at the death of such child, and the determination of the interest of his or her wife or husband, he gives “ the fee of the share of- which such child received the profits to the children of such child absolutely, in fee, as
It is, however, argued, upon the part of the respondents,. that .the testator gave successive legal estates to»the devisees named in the will; that these are valid for two lives, and void as to the residue, according to the provisions of the 17th section, 1 R. S., 723. But this hypothesis repudiates the seventh clause altogether. When this clause
Again, an attempt is made, in the argument submitted to us, to apply the rule prescribed by statute for future "legal estates, to this trust; and the trustees are supposed to hold one estate for the life of Mrs. Amory, a second for the child surviving the testator, and a third for his or her wife or husband ; that since by the statute a remainder limited on three or more lives, is void, as to.the excess beyond two lives in being at the death of the testator, so in this case the law will preserve the two first trust estates, and avoid
The judgment of the supreme court should be reversed, but under the circumstances, without costs.
The respondent insists that the devises contained in the will of James Amory are valid, and for that reason the suit for partition of the estate among the children could not divest the estate of the grandchildren of the testator who might be born subsequently to the commencement of the suit for partition; that such grandchildren might take a valid estate in the property devised by the testator, of which they could not be deprived by the judgment in the partition suit, hence a perfect title could not,
If the respondent is right in this proposition, the order of the general term must be affirmed. It therefore becomes necessary to examine the statute in connection with the adjudications under it, to ascertain whether the devises-in the will of the real estate, other than the devise to the wife during her widowhood, are or are not valid. “ The absolute power of alienation shall hot be suspended by any limitation or condition whatever for a longer period than during the continuance of not more than two lives in being at the creation of the estate.” (1 R. S., 723, § 15.) “ Every future estate shall be void in its creation which shall suspend the absolute power of alienation.for a longer period than is prescribed in this article. Such power of alienation is suspended when there are no persons in being by whom an absolute fee can be conveyed.” (Id., § 14.)
Tested by the rules laid down in these two sections, the devise in this case cannot be sustained in its full extent, unless we construe the statute as not applying to those cases where the suspension may or may not exceed two lives in being at the creation of the estate. Laying the question of trust aside, it is very evident that the absolute power of alienation is so suspended that more than two lives in being may exist intermediate to the creation of the estate and the vesting of an absolute estate in possession. The testator devises his estate to his'wife during her widowhood. This is one intervening life between the creation of the estate and the vesting of.an absolute fee in possession, provided she remains a widow during her natural life. One-seventh part of the estate is then devised to Samuel B. Amory during his natural life. This is the second intervening life estate, and at the end of such life estate there may be no person in being by whom an absolute fee in possession can be conveyed, or in whom it will vest; for if Samuel B. Amory shall leave a wife surviving him, she will
It will be observed that the testator does not devise the estate to his children, but only the net annual income during their lives ; and he does not devise the fee of the shares to his grandchildren at the expiration of the life of the child, but devises the estate to the grandchildren at the death of the child and the determination of the interest or title of his or her wife or húsband. The estate does not vest in the surviving grandchild at the decease of his or her father or mother, but it remains in the trustees until the death of the surviving husband or wife. Although the grandchild who survives the deceased child eventually takes the estate, such child does not take it until the determination of the third life estate, and the grandchild cannot convey a fee in possession until the estate vests.
In the case of Hawley v. James ( 16 Wend., 120 ) Chief Justice Nelson, in delivering an opinion in the court of errors, says: “ If in either aspect the limitation of the estate might suspend the power of alienation beyond the time allowed by the law, it will be impossible to sustain it, because the rule is well established that a limitation which by possibility may create such suspension, is void.” And again, he says: “ In the language of Chancellor Kent, the possibility at its creation that the event upon which it depends may exceed in point of time the authorized period is fatal to it.” (4 Kent's Com., 283 ; 4 Cruise, 449 ; 2 Burr., 873.) In the same case Mr. Justice Bkonson says : “ If the estate is so limited that by any possibility the power of alienation may be suspended beyond the statute rule, the limitation is void.”
I have treated the devise in this case as creating a tenancy in common in the children of the testator, and concede that it is a separate and distinct devise to each of such children, and so far as relates to them, alienation is not suspended
The testator gives the net annual income of his estate to Ms wife so long as she shall continue his widow. After her death or marriage he directs his real and personal estate to be equally divided into as many shares as shall be "equal to the whole number of his children surviving him, or who shall die before him leaving lawful issue surviving him. He gives the net annual income of one such share of Ms real estate to each child who shall survive him, to be received by such child during Ms or her natural life, and afterwards by his or her wife or husband while unmarried, and at the death of such child and the determination of the interest or title of his or her wife or husband, he gives the fee of the share of which such child received the profits to the children of such child absolutely. During the continuance of these three estates or interests the title to the property is vested in the executors in trust. The title does not vest in the widow, nor in the child, nor in the husband or wife of such child. It does not vest in fee upon the death or marriage of the widow or upon the death of the child, but is held by the executors in trust until the termination of the three intermediate estates. Is the absolute power of alienation suspended ? The trust in this case, if valid as such, is a trust within the third subdivision of § 55 in the article relating to uses and trusts, viz., “ To receive the rents and
By § 60 it is provided that “ every express trust, valid as such in its creation, except as otherwise provided; shall vest the whole estate in the trustees in law and equity, subject only to the execution of the trust. The persons for whose benefit the trust is created shall take no estate or interest in the lands, but may enforce the performance of the trust in equity.”
Section 63 provides that “ no person beneficially interested in a trust for the receipt of the rents and profits of lands can assign or in any manner dispose of such interest and by § 65, “ every sale, conveyance, or other act of the trustees in contravention of the trust shall be absolutely void.”
The testator authorized his executors to lease out all his real estate from time to time, for a term of years not exceeding ten at a time, to erect buildings thereon if it be necessary, and to pay all taxes, charges or liens on Ms real estate, by a sale, if it should be required, of so much only as should be necessary for the purpose. Aside, therefore, from the prohibition contained in § 65, the trustees are impliedly restrained from selling by the provisions of the will itself; and they are expressly disabled from selling- by the provisions of that section. The cestuis que trust are prevented from selling by §§ 63 and 60. There are, then, in the language of § 14, “ no persons in being by whom an absolute fee in possession can be conveyed.” The absolute power of alienation is consequently suspended for a longer period than during the continuance of two lives in being at the creation of the estate. The estate was therefore void in its creation, and never had a valid or legal existence
It is insisted that because the third life estate is made void expressly by the provisions of § 17 of the same statute, so much of the will as gives an estate to the surviving husbands or wives of the testator’s children should be stricken
This argument is a plausible one, and were it not for the rule that all parts of a statute should have effect, if possible, perhaps it might prevail. The argument maybe somewhat strengthened by § 19, which provides that where a remainder shall be created upon any such life estate, and more than two persons shall be named as the persons during whose life the estate shall continue, the remainder shall take effect upon the death of the two persons first named, in the same manner as if. no other lives had - been introduced.
If, however, the reasons of the supreme court in the opinion delivered on the decision of this case are sound, what becomes of § 14 ? “ Every future estate shall be void in its creation, which shall suspend the absolute power of alienation for a longer period than is prescribed,” viz., not more than two lives in being at the creation of the estate. The creation of the estate was at the death of the testator. (§41.) If it suspended the power of alienation beyond two lives then in .being, it was- then void. It clearly did suspend the power of alienation during the probable life of the widow, then during the life of the child, arid contingently during the life of the surviving husband or wife.
I must, before closing this case, refer to a class of cases which may be claimed to conflict in some manner with the case of Coster v. Lorillard. In the case of Irving v. De Kay (9 Paige, 523), the chancellor refers to the case of Hawley v. James (5 Paige, 320, 458, 459), and says: “ The principles stated in that case, and which are now the settled rules of law, are, that the intention of the testator, when it shall have been ascertained from an examination of the will in connection with the situation of his property,
Tested by the rules -here, laid down, I see no reason to change my opinion that the whole estate created by the will in question-is void. The legal and valid objects of the trust, viz., the estate in the rents, profits, &c., devised for the benefit of the children, and the remainder in fee in the grandchildren, are so mixed up with the illegal and void one (the life estate in the surviving husband or wife), that it is impossible to sustain the one without giving effect to the .other. The remainder limited upon such illegal estate is, therefore, absolutely void. Nothing remains, then, but the life estate in the child. Thai estate cannot be sustained, for a further reason than is stated above. It is merged in a greater estate, viz., the fee. The subsequent life estate and the
The order of the general term must be reversed,, and that of the special term affirmed.
All the judges concurred in- the foregoing conclusions.
Judgment accordingly.