Majority
Headnote
I. ALIENS, INHERITING BY.This is a motion for an injunction to restrain the defendant Muller from paying over rents of real estate, situate in the city of New York, to the alien next of kin of Karl Hafner, deceased.
The action is to recover possession, and the rents and profits of the property in question, from Jacob Muller and his tenants in possession under him ; and plaintiff’s right to. possession is founded upon the allegation that she is the sole heir of the deceased capable of taking the inheritance.
Karl Hafner died seized of the fee of the property in question, and intestate, on January 19, 1874. At the time of his death he was a citizen of the United States, and an actual resident of the city and county and State of New York. At the same time, the following of his blood relatives were residents of the United States, viz. :
1. The plaintiff, Magdalena Renner, a niece, the daughter and legitimate child of his sister, Caroline Sinn, who had died July 5, 1855, leaving her surviving no other child, who at the time of Karl Hafner’s death was a citizen of the United States.
3. Michael Wieland, a nephew, who is a brother of Mrs. Müller, and the son of Hafner’s sister, Christine Eosine Wieland ; and
4. Another nephew, the son of a deceased brother, which nephew had come to the United States in the autumn of 1873.
The three first named resided in the State of New York, and the fourth in Pennsylvania.
Karl Hafner also left him surviving a mother (since deceased), two sisters, one brother, two nephews, and -five nieces, natives and residents of the kingdom of Wurtemberg, none of which had ever been in this country, and all of which were aliens.
Upon the argument both sides agreed that Hafner’s title descended, at the moment of his death, upon some one or more of his heirs-at-law, or, in default of heirs, escheated to the State under the statute. It .could not remain in abeyance, but had to go somewhere. If there was no one ready and capable of taking it, it escheated. If, at the moment referred to, there was but one heir capable of taking, the title vested in him or her absolutely and exclusively, and no subsequent act of the legislature could divest it.
The parties differ widely, however, upon the question of the citizenship of some, and the rights, as conceded aliens, of others of Hafner’s next of kin, and the questions involved in those conflicting claims are of such great importance as to justify a somewhat extended discussion. <
The rule of the common law as to the rights of aliens, as stated by Lord Coke, and as recognized in
“That an alien may purchase lands, tenements or hereditaments, to himself and his heirs, and, although he can have no heirs, yet he has capacity to take a fee simple, but not to hold it. For, upon office found, the king shall have it by his prerogative, of whomsoever the land is holden. And so it is, if the alien doth purchase land and die, the law doth cast the freehold and the inheritance upon the king. If an alien purchase any estate of freehold in houses, lands, tenements, or hereditaments, the king, upon office found, shall have them” (Co. Litt. 2, b).
In Hew York proceedings by office found which were formerly authorized by statute (2 R. S. 586) are abolished, and ejectment is provided as the first remedy (Code, § 428).
At common law, therefore, and where no prohibitory statute is in the way, an alien can take an estate in fee by purchase or devise, and can hold it against all parties except the State. But he cannot take by inheritance, nor transmit by descent (Mooers v. White, 6 Johns. Ch. 365 ; Fairfax’s Devisee v. Hunter’s Lessee, 7 Cranch, 603 ; People v. Conklin, 2 Hill, 67 ; Wadsworth v. Wadsworth, 12 N. Y. 376 ; Munro v. Merchant, 28 Id. 9).
In Hew York the acquisition, tenure, alienation and descent of real property are regulated by statute. The people of the State, in their right of sovereignty, are deemed to possess the original and ultimate property in and to all lands within the jurisdiction of the State ; and all lands the title to which fails from a defect of heirs, revert.or escheat to the people (1 R. S. 718).
All lands within the State are declared to be allodial, so that, subject only to the liability to escheat, 'the entire and absolute property is vested in the owners
. Every person capable of holding lands (except idiots, persons of unsound mind, and infants), seized of, or entitled to, any estate or interest in lands, may alien such estate or interest at his pleasure, with the effect, and subject to the restrictions and regulations provided by law (1 R. S. 719, § 10).
But the capacity to hold lands, and of taking the same by descent, devise or purchase, was originally confined to citizens of the United States (76. § 8).
The chapter relative to the title of real property by descent contains a series of canons specifically regulating the descent. • It also prescribes that in all cases not expressly provided for, the inheritance shall descend according to the course of the common law ( 1 R. 8 :- 753, § 16).
It was also enacted, at an early day, that any alien who had or might come into the United States, upon making and filing with the secretary of state a deposition or affirmation, in writing, that he is a resident in the State, and intends always to reside in the United States, and to become a citizen thereof as soon as he ' can be naturalized, and that he has taken such incipient measures as the laws of the United States require to enable him to obtain naturalization, could take and hold real estate of any kind, to himself, his heirs and assigns forever, and might, during six years thereafter, sell, assign, mortgage, devise and dispose of the same,, in any manner, as he might or could do if he were a native citizen, but should have no power to lease or demise until he should become naturalized ( 1 R. 8 . 730, §§ 15, 16).
It was further provided that if any such alien should die within 'the six years intestate, his estate should descend to his heirs, if he have any who are
After the six years the alien lost all the privileges so secured, except the right to hold the estate, unless he became naturalized according to the provisions of the laws of the United States.
The same statute also -provided that any such alien should not be capable of taking or holding any lands or real estate which might have descended, or been devised or conveyed to him previously to his having become such resident, and made such deposition or affirmation as aforesaid (§ 17).
It has been a subject of dispute whether this 17th section extended to aliens who had not complied with the provisions of the sections immediately preceding, and thus changed the common-law rule, or whether it was limited to aliens who had complied with the provisions ; in other words, whether it was intended to prevent aliens from taking real estate except upon a fulfillment of the requirements of the statute, or only intended to confine the benefits, conferred by the act on those who complied with its provisions, to the property thereafter acquired by them.
It has been decided in the case of Wright v. Saddler ( 20 N. Y. 320 ), that the object of this section was to confine the peculiar benefits of the act to cases where lands were acquired after the conditions required had been performed; and that as to lands previously acquired by those who availed themselves of the act and those acquired by aliens not within the act, the common law was left in force.
By subsequent enabling acts, viz.:, chapter 171, Laws of 1830 ; chapter 87, Laws of 1843 ; chapter 115, Laws of 1845 ; chapter 576, Laws of 1857, the capacity of resident aliens to hold and convey real estate was
A passing notice should be taken, however, of the act of 1845, as the most important of them. By that act a resident alien was not only empowered to take by purchase or devise, upon making and filing the deposition or affirmation required by the former statutes, but it was also'expressly provided that, upon making and filing such deposition or' affirmation, he might hold all real estate previously granted, conveyed or devised to him in the same manner and with the like effect as if he at the time of such grant, conveyance or devise, had been a citizen of the United States. Provision was also made for the right of dower of the wives, and the rights of the grantees and devisees of alien residents of this State. By section 4, even- alien heirs of resident aliens were made capable, in certain cases and upon compliance with certain conditions, to take and hold by descent.
The section last referred to has been amended by chapter 261, Laws of 1874, and chapter 38, Laws of 1875, so as to enable aliens to take lands by descent from naturalized or native citizens as well as from resident aliens. But as these amendments were made after Hafner’s death, and consequently after the rights of all parties had become fixed, they may be at once dismissed. For the same reason chapter 111, Laws of 1877, which seems-to be an amplification of chapter 336, Laws of 1875, and of chapter 513, Laws 0/T868, need not be considered. The three last named statutes simply relate to the confirmation of the titles of citizens which may be questioned by reason of the alienage of former owners.
At the time of Hafner’s death, therefore, the law was that none but a citizen could inherit a fee by descent from a citizen ancestor. To this extent the common law, which upon this point rested upon the policy
I now proceed to consider the objections which have been urged against plaintiff’s claim, and especially against her standing in court.
I. The first objection is, that at the time of Hafner’s death the plaintiff was an alien.
It appears that she was born in the kingdom of Wurtemberg, on September 20, 1853; that her parents never resided in, and never were citizens of, the United States ; that she came to the United States in 1869; that, consequently, at the time of Hafner’s death, she had not resided five years within the United States, nor had she arrived at the age of twenty-one ; and that she had not, at that time, declared her intention to become -a citizen, nor had she been admitted to citizenship by the judgment of any court.
If these were all the facts, the charge of alienism would be well founded, and plaintiff would have no standing in court; for none of the statutes in force at the time of Hafner’s death, and above referred to, is of any avail to the plaintiff for the reason that Hafner did not die as a resident alien, but as a citizen ; and the plaintiff had at the time of his death neither filed the deposition or affirmation required by the laws of New York, nor declared her intention to become a citizen of the United States, pursuant to the acts of congress. Even if the premises in question had been devised to her by will, she could not, upon the facts and the law, so far considered, have taken them, for the statute relating to wills and the distribution of estates 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. The interest so devised shall descend to the heirs of the testator; if there be no such heirs competent to take, it shall pass under his
Moreover, it is well settled that a statute which merely authorizes an alien to take and hold real estate by purchase or devise, does not change the general law of descent.
According to the common law of this country it is not enough that a person is in the order of succession prescribed by statute, as required to take lands by descent, upon the death of the owner thereof intestate. He must also be a citizen of the United States at the time of the death of the intestate. He cannot qualify himself to inherit by becoming a citizen afterward. This disqualification does not rest upon a lack of inheritable blood, though that expression frequently occurs in the books, buf, as shown by Mr. Bingham on Descents, upon a lack of right to inherit for the reason that the alien is not a citizen or a subject of the government where the land lies. The inheritance itself is made up of a right to the possession and use of certain land, which right is derived from a grant or contract of the State. Hence, where, by the law of the State, a person who is not a citizen cannot be a party to such a grant or contract, he fails to inherit merely from lack of legal capacity to become a party to such grant or contract. And at common law the citizen encounters .the same difficulty when he finds that his right of succession must come from the intestate, not directly or immediately, but indirectly and mediately, through some alien relative deceased before the intestate. In the latter case the difficulty has been removed by statute; in the former the disqualification still exists.
It is claimed, however, on the part of the plaintiff, that by virtue of her marriage with Michael Renner,
Michael Renner came to the United States in 1865, and has ever since that time resided here. On June 4, 1871, at the city of New York, he and the plaintiff were married, and on October 10, 1873, he was, on his application, duly naturalized and admitted to citizenship.
The acts of congress relative to the naturalization of aliens require, among other things, as conditions precedent to admission, an application in a certain prescribed manner, and proof of a residence of five years within the Unites States. Even minors, on arriving at the age of twenty-one, must, as a general rule, comply with these conditions before they can become citizens. This is the general policy of the law. Prior to 1855, exceptions were made in favor of:
1. Resident children of persons duly naturalized, being under the age of twenty-one years at the time of the naturalization of their parents ;
2. Children of certain citizens, though born out of the limits and jurisdiction of the United States ; and
3. The widow and children of aliens dying during the interval between their application and actual naturalization.
The persons falling within either of the first two classes are considered citizens of the United States without a formal application for admission, and those falling within the third class upon taking the oaths prescribed by law.
By section 2 of the act of 1855, it was provided:
“ Any woman who might lawfully be naturalized under the existing laws, married, or who shall be married to a citizen of the United States, shall be deemed and taken to be a citizen.”
It was held by the court of appeals in Burton v.
The defendants insist that the plaintiff does not come within this decision, because at the time of her marriage with Michael Benner the latter was not a citizen, though he became such afterwards. This precise point came up in Kelly v. Owen ( 7 Wall. 496 ), in which case the supreme court of the United States, approving the doctrine of Burton v. Burton, held as" follows:
“As we construe this act, it confers the privileges of citizenship upon women married to citizens of the United States, if they are of the class of persons for whose naturalization the previous acts of Congress provide. The terms 1 married,’ or ‘ who shall be married,’ do not refer, in our judgment, to the time when the ceremony of marriage is celebrated, but to a state of marriage.. They mean that, whenever a woman who under previous acts might be naturalized, is in a state of marriage to a citizen, whether his citizenship existed at the passage of the act or subsequently, or before or after the marriage, she becomes, by that fact, a citizen also. His citizenship, whenever it exists, confers, under the act, citizenship upon her. The construction which would restrict the act to women whose husbands, at the time of marriage, are citizens, would exclude far the greater number for whose benefit, as we think, the act was intended. Its object, in our opinion, was to allow her citizenship to follow that of her husband, without the necessity of any applica
The defendants also contend that the plaintiff does not come within the decision of either of the two foregoing cases, because on the day of Hafner’s death she was not twenty-one years of age, and for that reason could not, on that day, have been naturalized under the laws existing prior to the act of 1855. This objection has no greater force, if as much, than the objection urged against Mrs. Burton. The plaintiff was no more incapacitated on that account, than Mrs. Burton was by reason of non-residence. Indeed, she was not so much, for, if necessary, she could confessedly have become naturalized under the naturalization act within a few months after Hafner’s death, while Mrs. Burton could not for five years after her husband’s death. Age of twenty-one years under the then existing laws was simply one of the qualifications necessary for an applicant to have, just as it was necessary for him to show a five years’ residence. The plaintiff comes' clearly within the reasoning, if not the letter, of the two decisions. The statute says “any woman,” and not “any woman of twenty-one years of age.” There is no more reason, in considering the general policy of the naturalization laws, why, in case of marriage with a citizen, the requirement of twenty-one years of age should not be dispensed with, than the requirement of a five years’ previous residence. They are both made requirements for the purpose of furnishing evidence of fitness to undertake the duties and responsibilities of citizenship, and one is no more important or necessary than the other. The fact of marriage furnishes evidence of such fitness, and the law says that a woman who is capable of lawfully entering into the marriage
I repeat, therefore, that there is nothing in the general policy of the naturalization laws which requires such a construction of the act of 1855 as will exclude the wife of a citizen from citizenship, either because at the time of the marriage she was an alien, or because her husband was an alien, if he subsequently became a citizen, or because she had not resided five years within the United States, or was under twenty-one years of age. All that is necessary is a valid marriage with a citizen, or one who subsequently becomes such, and that presupposes lawful capacity to contract it. At common law the age of legal consent is fourteen in males and twelve in females, and this rule is still in force in New York.
II. Defendant’s second objection to plaintiff’s claim is, that, even if at the time of Hafner’s death the plaintiff was a citizen, she was incapable of inheriting, for the reason that her mother, a sister of the intestate, through whom she must trace her descent, was an alien. That the latter always was, and in July; 1855, died, an alien, is conceded.
The objection is obviated, however,, by section 22 of
This section is a modification of the common-law rule that no person can inherit who is compelled to trace his title through an alien ancestor, and it removes the incapacity which, but for its existence, would attach to the plaintiff.
The word “ ancestor,” as used in this statute, has been made the subject of much discussion, whether it should be construed to mean lineal ancestors only, or whether collateral ancestors were also intended, and it was finally held to embrace both lineal and collateral ancestors. They are ancestors of the estate, not of the blood (McCarthy v. Marsh, 5 N. Y. 263 ).
III. Defendant’s third objection to plaintiff’s claim is, that the fact that the mother of Karl Hafner, at the time of his death, was alive and an alien, impeded the descent to plaintiff’s mother, and that the plaintiff has no better claim than her mother would have had, if she had been alive and capable of inheriting at that time. It must be conceded that under the canons of the Statute of Descents the plaintiff, as a citizen, can only succeed, if at all, as the representative of her deceased mother, and that in this aspect of the case she must claim through her mother. But this she can do successfully.
It was held in Jackson v. Green ( 7 Wend. 333 ), that, at common law, one brother could inherit of another, though the father was an alien. And it is said:
“ Collateral descent from brother to brother is immediate, taking no notice of the father; but from uncle to nephew, or nephew to uncle, the descent is mediate, the father being the medium through which the descent must pass. Hence, one brother may in
It has become a maxim of the law that, as between brothers, a father, although a medium sanguinis, is not a medium Jiereditatis (Parish v. Ward, 28 Barb. 328 ).
It has also been decided, that the rule which enables brothers, sons of an alien father, to inherit of each other, because the descent between them is immediate, applies also between one of the brothers and the representative of the other, and also between the representatives of both of them (McGregor v. Comstock, 3 N. Y. 408 ; McCarthy v. Marsh, 5 lb. 274; Smith v. Mulligan, 11 Abb. N. S. 438).
Under the laws of New York, sisters stand upon the same footing as brothers, and hence the descent is also immediate between brothers and sisters. This being so, it follows that if an alien father cannot impede the descent between them, or their representatives, the same rule, as between them, must apply in the case of an alien mother. The fact, therefore, that at the time of Hafner’s death his mother was alive and an alien, can constitute no obstacle to inheritance between such of Hafner’s brothers and sisters, or their . representatives, as are otherwise capable and entitled to inherit.
The rule laid down by Chancellor Kent that “if a citizen dies and his next heir be an alien who cannot take, the alien cannot interrupt the descent to others, and the inheritance descends to the next of kin who is competent to take, in like manner as if no such alién had ever existed” (2 Kent, 56), applies to all cases in which the claimant does not make title through the alien, but where he or she can deduce his or her
IV. Defendant’s fourth objection to plaintiff’s claim is, that even if the preceding three objections were untenable and the plaintiff were competent of taking by descent, she would not be sole heir, but that Christine Müller, another niece, and Michael Wieland, a nephew of the deceased, would be entitled to share with her; and that for this reason, if no other, she cannot maintain ejectment as sole heir. Christine was married to the defendant, Jacob Müller, in the city of New York, in the year 1862, and at the time of such marriage was twenty-two years of age. In 1863, Jacob Müller became a citizen of the United States, and thereupon, under and by virtue of the act of 1855 hereinbefore considered, his wife also became a citizen. It does not appear whether Michael Wieland was ever admitted to citizenship, nor is the fact material. The difficulty in the claim of both Christine Müller and Michael Wieland is, that though residents of New York at the time of Hafner’s death, they were the children of Christine Rosine Wieland, a sister of the intestate, who, at the time of the death of the intestate, was alive and an alien. As to them, therefore, even if they were citizens, section 22 of 1 Revised Statutes, page 754, does not apply. That section was taken substantially from the 11 and 12 Win. 3 , chapter 6, and this has always been understood to apply only to the case of a deceased, not of a living ancestor.
In McCreery’s Lessee v. Somerville ( 9 Wheat. 354 ), which arose in Maryland under a statute substantially
So it has been held under the statute of New York that that did not enable a citizen to take by descent as the representative of an alien parent alive at the death of the intestate (People v. Irvin, 21 Wend. 128 ; McLean v. Swanton, 13 N. Y. 535 ).
These cases have settled the law to be, that when in the course of descent a title comes to an alien living; who, but for his alienage, would have been the heir, it will not pass through him but will pass by him to the next one who is competent.
Y. The defendants finally insist that the alien next of kin are entitled to take by descent, by virtue of the treaty of 1844, made between the United States and the kingdom of Wurtemberg, the said alien next of kin being subjects of that kingdom. That treaty allows subjects or citizens of either, party, to whom lands would have descended under the laws of the other but for their alienage, a term of two years to sell the same, and to withdraw the proceeds thereof without molestation. It also provides that the said term may be reasonably prolonged according to circumstances. More than five years having already elapsed since Hafner’s death, and the defendants having failed to show a prolongation of the term, it may be a serious question whether the alien claimants are still within the protection of the treaty, or whether, if they once lost it, they have any remedy left. For the treaty makes no provision as to the manner or means in or by which the prolongation may be applied for or granted, and it may well be that in the absence of appropriate legislation upon the subject, that part of it which calls for a reasonable prolongation remains a dead letter. The plaintiff also contends that the treaty as a whole has been impliedly abrogated. Upon reflection, I have come to the conclusion that these as well as all other questions arising
It appearing, then, that, aside from the questions arising under the treaty, all the objections against plaintiff’s claim are unfounded, that under the laws of this State the title to the property in question descended at the time of Hafner’s death to the plaintiff as the only heir competent to take it, and that there is danger that the rents and profits of such property may be removed by the defendant, Jacob Müller, beyond the jurisdiction of this court and of this State, the plaintiff has shown enough, according to well-settled rules of law, to entitle her to an injunction restraining such removal during the pendency of the action.
The motion for the continuance of the injunction during the pendency of the action must be granted, with ten dollars costs, to abide the event. Order to be settled on notice.
Cases cited
- Wadsworth v. Wadsworth 12 N. Y. 376 p. 539
- Wright v. Saddler 20 N. Y. 320 p. 541
- Kelly v. Owen 7 Wall. 496 p. 546
- McCarthy v. Marsh 5 N. Y. 263 p. 549
- Jackson ex rel. E. Doran v. Green 7 Wend. 333 p. 549
- Parish v. Ward 28 Barb. 328 p. 550
- McGregor v. Comstock 3 N. Y. 408 p. 550
- M'Creery's lessee v. Somerville 9 Wheat. 354 p. 551
- People v. Irvin 21 Wend. 128 p. 552
- McLean v. Swanton 13 N. Y. 535 p. 552