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TREATISE
OK TBS
LAW
OP
Wir.LS AND CODICILS.
By WILLIAM ROBERTS,
OF LINCOLN'S INN, ESQ., BARRISTER AT LA1V.
SE(X)ND EDITIOxV,
MUCH ENLARGED AND IMPROVED.
HJ TWO VOLUMES.
VOL. I.
LONDON :
ntlNTED FOR J. BUTTERWORTH AND SON, FLEET-STREETi
AMD J. COOKE, OKMOND QUAY, UUBUN.
18U.
•
«HWI
J.ftT. Clarke, FHBtei% 8B» fit Jcin^ 8q wie» Londou
TO
THE RIGHT HONOURABLE
•JOHN, LORD ELDON,
JLORD mOH CHANCEUjOR OF GREAT BRITAIN,
Sfc» 6fc» i(e»
Mr LoRD^
THE terms in which your Lordship hat
been pleased to express your acceptance of the Dedication
of these Volumes^ demand my particular acknowledgments.
My acknowledgments^ as a member of the profession
of the law^ are also in an especial manner due to your
Lordship^ when it is considered that those' parts of this
Treatise which stand upon the firmest ground of principle
and science^ are drawn from your Lordship's judgments.
Without borrowing largely from that fund^ I could never
have fulfilled my engagements with the Public ; or^ perhaps it
would be more correct to say^ that if the vast and multifarious
mas9 of formeir doctrines on the subject of Wilis had not
beeu reduced to some elementary consistency by the Cases
decided within these last ten years in the Court of Chancery^
I could never have ventured upon ths undertaking
a8
IV
DEDICATION.
Under these circumstances a Dedication of the following^
Work to your Lordship has, I trust, enough in it of propriety
to defend it from the imputation of presumption.
It is with the sincerest gratitude, therefore, that I beg
to approach your Lordship with this tribute of professional
industry, and to request that you will receive it as a testi-
mony of the profound respect with which I am
My Lord,
Your Lordship's much obliged.
And obedient humble Servant,
WILLL\M ROBERTS.
Lincoln's Inn^
HOwy Facaiidny 1815.
TABLE OF THE CASES
CITED IN THESE VOLUMES.
A.
Abbott 'T. Abbott Vol. 11.41, note
17. Massie 24, note (10)
Abney i?- Miller 1. 247, note,
309—314, 411
Acherley v. Vernon
400—406, II. 128
Adams t. Lingard 162, 163
Addis v. Clement
442, 443, II. 14
Addy r. Grix 114, 119
Aiiesbury (Lord's) case
140, note
Alanson 9. Clithero 524, note
Alexander v. Clayton 160, 161
Allen v. Duiidas II. 61, 63, 78
AUsouls^ Coll. V. Coddrington
L417
Altham <Ld.) v.Anglesea (Earl
Altham^s case 17, note
Ames 17. Harmer I. 241, note
Amesbury v. Brown 611
Andrews v. Emmet 63 note
- — V. Partington
II. 249, note
Ancaster v. Mayer I. 78
AndersQXl v. Dawson 35, note
Andrew r. Southouse
Vol. I. 488, 495
Anonymous cases 107, 127
Anstey v. Dowsing 136
Arthur v. Bokenham 263, 266
Ashburnham v. Bradshaw 339
■ ■ r. Macguire 428
Ashton V. Ashton 426
Aston V. Aston II. 241, note
Athcrton v. Pye I. 656, 558
Atkinson v. Baker 68, note
V. Hutchinson
550, note, 562, note, 566, note
Attorney-General r. Andrews 38
V. Bamfield 488
■ ■ ' V. Barnes
40,126
iQ^ Bowles
201,202
V. Caldwell 200
— V. Crispin
II. 249, noto
' V, Downing
1.403
-c. Gill 639
' T. Graves
•81, note, 194
• ■ V, Heartwell
40$;, not«
TABLE OF CASES.
Attorney-General v. Herriek
Vol. I. 189
■ t>. Hyde
199, SOI
' D. Johnson 199
' V. Lloyd
938,539
V. London(City)
190
— — — - V. Meyrick
95, note, 194
————— D. Oglander
190
». Oxford
(Bishop of) - 199
■ v» Parnther 32
■ ■ e. Parsons 202
————*—— V. Robins
II. 114
■ ' r. Sparks
1.199
——————— r. Sutton
523, note, 524, note, 526, 527
■ ■ ■ I x>* Syderfin
1.189
^ * V. Vigor
V 261, note, (7) 262, note, 280,
281, note
' ' " • V. Weymouth
193, 194
tJ. Whttely
190, note
' V. Whorwood
202
' «. Williams
199, note
■■ «. Winchelsea
(Earl of) 190, 200
Avelyn v. Ward 427
B.
Bacon v. Bacon
■ ■ ■ r. Hill •
n. 146
J. 571
Baddeley v. Leppingwell 495
Begshaw t. Spencer 580, 581
Bagwell c. Dry 834, note
Bailey 0. Ekens - 217
Bailisv.Gate 469,506
Baldwin v. Carver II. 249, note
Bale 9. Coleman
L 562, 576, 579
Bamfield v. Popham
Vol. I. 523, 525
Banes*6 case II. 161, nojtie (2)
Bai1)er 9. Fox 162, note
Barclay v. Wainewright 8
Bark v. Zouch 1. 274, note, 276
Barker v. Giles - 588
Barnes d. Crowe 404, 405
■ «. Patch
465, note, II. 37, note
Barrington v. Tristram 248, note
Barrow v. Baxter 1. 368, 369
Barry v. E^;worth 467
BartleU n. Ransden 121
Barton v. Cooke II. 256, note
Barton's case • 107
Bassett t>. Bassett 1. 353, note (6)
Bastard v. Stukely II. 107
Bath and Montague's case
1. 65, note
Baxter v. Dyer - 23S
BayUs and Church v. the Attor*
ney General . II. 24, note (9)
Beale v. Beale I. 353^ note (6)
Beard v. Beard - ^ 245
Beauchamp v. Lord Hardwicke
179
Beauclerk r. Dormer 550, note*
Beaufort's (Duke of) case 418
Beaumont v. Fell II. 15 -
Beaumont r. Harp I. 220
Beckford v. Parnecott 393, 394
Beckley v. Newland 473, note (5)
Begge V. Bensley 550, note
Bennet «. Taylor 167
V. Wade and others
II. 61, note
Benaon r. Scott l. 287
Bent V. Baker 160, 163
Benyon r. Benyon If. 11
Berry d. Asham T. 219, note
tj. Usher II. 236, note
Berwick v. Andrews 90, note
Bibb r. Thomas I. 326
Bill V. Kynaston ll. 274, note
Bbdon (Lord) v. Suffolk (Earl
of) . 1. 587
Bingham's case 286
Bishop o. Burton 165
Blackburn 'o, Edgley 458
Blackler v. Webb
562, note, II. S6, note
TABLE OF CASES.
VM
Blandford v. Blandlbrd
Vol. 1. 564, note
Blandj V. Widmore 387
Blaxtoji V. Stone - 518
Blisset V. Cranwell 590
Bondt>. Seawell 1. 194, 135, notes
Bom&ut V. Greenfield (Sir Rich-
ard) - II. 234, note
Boon V. Cornyforth 1. 568, note
Boraston's case 566, note
Bostock, V. Blakeney 237, note
Bouffbton V. Booghton 99^ 104
BouUon's case - 545
Bowes (ex parte) 94, note
■ — V. Bowes - 410
Bowles's case - 534
Bowman v. MUbranck 488
Bradl^ v. Westcott 489, note
Bradwin v. Harpur II. 8S, note
Bradj, lessee of Norris v. Cubitt
1. 348, 350, 361 j 364, 367,
369, 473, note (5)
Brett, V. Rig;den 96, note,
S59, note, 260, 398, II. 38
Brice r. Smith
1. 129, 528, 562, note
Bridgeinan v. Dove 421
Bridgewater (Countess of) v.
B^ton (Duke of)
465, 468, 474, 483, 502
Bridgewater (Duke of) v. Eger-
ton II. 295, note, 298, note
Broderick v. Broderick I. 145
Brodie (N.) v. Ckandos (Duke
of) - 201
BrograTe v. Winder 139
Broosdon v. Winter 429
Broome v. Monck
278, 409, note
Brou^hton v. Errington
II. 6, note
Brown v. Heath I. 174
V. Higffs - 510
V. Manby - 377
V. Selwyn II. 29, 31
-• V. Thompson
1. 347, 361, 364
Brownsword v. Edwards
548, note, 5^3, note
Bruce 9. Smith - 157
BrudeneB v. Boughton
69, note, 72, 79
Brunbden v. Woodridge
Vol. If. 37, note
Brydges v. Chandos (Duchess
of) I. 252, note, 266, 270,
271,272,274,305
Buck and Whalley v, Nurton
460
Buckeridge v, Ingram
77, note, 78, 79, 80
Buller V. BuUer 77, note
Bunker or Bunter v. Cooke
260,261,266,454
Burdett (Sir Rob.) v, Hopegood
333, note (6)
Burgess v. Wheate 297, note
Burkitt V. Burkitt - 41
Burrows v. Locke 159
Burtenskaw v. Gilbert 329, 331
Butterfield v. Butterfield 395
Butler and Baker's case
259, note, 263, 280, note (2)
V, Stratton
II. 36, note, 37, notQ
Byas V. Byas - ^ h 447
C.
435, 437
361
509
Cadogan v. Kennet
Calder v. Calder
Cambridge v, Rous
Camfield v. Gilbert
481, 482, II. 40, note
Campbell v. French 337, 358
V. Radnor (Earl of) t
II. 12
Campbell v. Sandys
I. 263, note (11)
Canning v. Canning 469, 505
Carey v. Askew 37, 105
Carleton v. Griffin 123, 127
Carrington (Lord) v. Payne 166
Carte v. Carte
309, 314, 412, note
Cartwright v. Cartwright 31
Cary v. Abbot - 190
1. Appleton - 462
Casbome v. Scarfe 93, 94, note
Case V. Barber II. 160, note
Casson v, Dade I. 144
Castledon v. Turner
II. 24, note (9) 26
Caye v. Holford I. 273
1
tiii
TABLE OP CASES.
Chadock T. Cowley Vol. I. 628 I
Chamberlain v. Chamberlain
II. 107
Chamberlain's case 62
Chandos (Dukeof ) v, Talbot 1 12
Chapman's case I. 517
Chapman r. Blissett 495
Chapman r. Brown J^02
-^ r. Hart
415,418,442, note, 449
Charman r. Charman 298
Chauncv's case II. 5, notes
Chaworth v. Beech * I. 179
Chene^^'s (Lord) case II. 13
Cherry v» Dethick I. 464
Chester's (Lady) case 21 1
V. Painter 466, note (2)
Chichester (Sir A.) v. Oxendon
469, note
Chilcotr. Bromley II. 275, note
Christopher r. Christopher '
I. 347, 348, note, 349
Christ's College, Cambridge
(case of) . 204
Chudleififh's case - 52
Clarke v. Blake 353, note (6)
T. Sewell II. 6, note
^ to. Smith I. 545, note
Clatche' s case 628, 549
Clennell r. Lewthwaite
II. 43, note, 44
Cliffe «. Gibbons - 8
Clyraer v. Littler I. 245, note
Coker v. Grey II. 2Q
Coke V. Bullock I. 237, 238
Cole v. Livingston 546
Cole V. Rawlinsoa
488, 508, 662, note'
Coleman v. Coleman 385, note
Coles T. Hancock 298, note
Coles V. Trecothic 108, 176
Collet V. Lawrence 663, note
Collier's cato - 49
Comber v. Hill 568, 560
Combes v. Gibson 450
Cooke V. Dan vera 41, 44, 451
r. ParsonS' 151
Cooper V. Forbes 853, note (6)
Coote V. Boyd II. 12
Copin V. Ferryhou)|^h
LS12, note, 316
€othay v. Sydenham I. 27, note
Cotter V, Layer
. Vol. I. 279, 345, 37S
Cotton V. Cotton 394
Cotton r.Xayer 42, note
Counden v. Clark II. 13
Cox r. Basset I. 172
Cox V. Godsalve 89, note, 424
Cranmer's case II. 6, note
Cranwell r. Saunders
I. 235j note, 352
Creagh v. Wilson II. 244, note
Crenys v, Colman
16, note, 37, note
Crichton v. Symes I. 415, 419
Croft r. Paulet 129, and note, 157
Croft V. Slee - 63
Crone r. Odell II. 27, note,
248, note, 249, note
Crooke v. De Yandez
I. 510, 550, note, 592
Crosbie v. Mac Dowall
405, note
CunlifTe v. Cunliffe 563, note
Cunliife v. Sefton 167, note
Cutbbert v. Peacock II. 6, note
D.
Da Costa v. De Pas 1. 190
Darley v. Darley 252, note
Dashwood v, Bulkeley
II. 245, note
Davenport r. Oldys
I. 646, 558, 659, 560
Davis r.Gibbs 441
V. Reyner II. 162, note
V. Wright 162, note
Davison v. Mellish 36, note
Dawson o. Clark 42, note
Davy and Nicholas v. Smith
I. 144
Day V. Trig - 443
Dayrell v. Glascock 157
Debeze c. Mann II. 2
Deeks v. Stnitt - 107
Del Mara r. Rebello 16, notes
De Mazar v. Pybus 122
Denn r. Gaskin I. 463,567,589
■ V. Geering 650, note
V. Mellor 505, 57 1
Denn d. Moor r. Miller 469
TABLE OP CASES.
ix
Denn'5 case Vol. II. 60
Devon (Duke of) v. Kinton
I. 58
V. Atkins 67
Dickinson r. Dickinson 3S2
Dig^^es's case
Dister v. Dister
Dodson T, Hay
Doe V. Allen
■ r. Applin
V, Clark
V. Cooper
V. Dorvell
r. Fonnereau
V. Lancashire
65, note
251
565, note
. 574
520, 527
353, note (6)
522
541
548, note
349, 351,
358, S()4, 368
566, note
263, note (11)
552, note
319
572, 573
531
r. Lea
V. Luxton
r. Morgan
V. Porter
v^ Richards
V. Rivers
V. Smith 520, 522
V. Staple 28, 373, 375, note
V. Wainewright 545
V. Wichels - 531
Doe ex dem. Andrews v. Lainch-
brery - 474
— Ash V. Calvert
IL64
Bates V. Clayton
1.500
Belasyse v. Lucan
(Earl of) 445,451,456
— Biddulph V. Mea-
464
Blake v. Luxton
49, note
■■ Chichester (SirA.)
r. Oxenden - II. 32
Chilcott V. White
I. 473
Clements r, Col-
. • . 457
— Cooke r. Danvers^
41, 44
— Dacre (Lady) v,
467, note
— Dilnot V. Dilnot
252
— Gaskin r. Gaskin
U97, 498
kin
lins
Roper
Doe ex dem. Gibbons (Sir W.)
V. Pott - Vol. 1. 276
Goi^g^s V, Webb
' 559
Hayter v. Joinville
II. 16
Hindon v. Kersey
L 141
Lampriere v, Mar-
tin - - 459
Leach v. Mecklem,
564, note
Palmer tJ. Richards
469, 492, 505
Pate V. Davy
447
■ Say and Sele v,
Guy • - II. 107
Stewart v. Shef-
field . I. 264, note, 334, note
Thorley v: Thorley
489, note
' Thwaites, v. Over
11. 37,'nota
Tofield V. Tofield
I. 267, note, 444
Toone and West
V. Staple - • 198
Turner v. Kett
II. 38
Walker v. Ste-
phenson - I. 140
Walker v. Walker
457
1— Wall V. Langlands
470, 471, 500
Wilkins V, Ken-
neys - 441
—————— Willey V, Holmes
493, note
= Wright V. Mani-
fold - - 146
Door t\ Geary II. 14
Dormer v. Thurland I. 115
Dorset v. Sweet II. 15
Downing College (case of)
I. 191, note
Downing v. Townsend 172
Drinkwater v. Falconer 413
Drury v, Smilh 13, note
Drybutter r. Bartholomew SO
Dubost (ex parte) - 11.4
9
TABLE OF CASES;
Dudley^, (Lord) case Vol. I. SIS
Duff V. Dalzell - 63
Dutton T. Engram 5S8, 689
E.
,Eagleton v. Kingston 171
Earle v. Wilson II. 368, note
Eastwood V. Vincke « 6, note
Eccles V. England I. 563, note
Edge o. Salisbury II. 15^ note
Egerton v. Matthews 164
Eggleston v. Speke 1. 8S6
E^s V. Bailey - 218
Ellis V. Ellis - II. 122
Ellis V. Smith I. 110, 112, 118,
154, 224, der, note, 242, note
Ellison V. Cookson 301, IL 2
Elwinv.£lwiB IL U9
Entwisde V. Markland 117,119
Ettricke v. Ettricke I. 590
Evans v. Astley - 519
Evelyn v. Evelyn 77, note
Ewer V. Corbitt II. 429, note
V, Heydon - 1. 464
Eyre (Mr. Just) v. Shaftesbury,
(Countess of) - 212
F.
Fairfax v. Heron I. 564
Falkland v. Bertie 562, note
Farrant v. Spencer 1. 419
Parrington v. Kniehtley
ir 41, note, 63
Fearon (ex parte) I. 175
Fenton v. Foster d. Dyer 495
Fergus (Executors of) v. Grore
219, note
Ferrers and Curs&n v. Fermor
289
Fettiplace v. Gorges 27, note
Fish t. Richardson II. 162, node
Fisher v. Forbes I. 89, note
Fitzgerald v. Leslie 528
Fleming v» Waldegrave
II. 240, note
Fletcher v. Smiton 1. 468, 478
Foley V. Bumell et al. 438,439
II. 296, note, 297, note, 298, note
Forth V. Chapman I. 549, note
550, note^ 666^ note
Forth V. Stanton
Vol. II. 163, note
Force r. Hembling 1. 371, 373
Foster v. Munt II. 4S
Fowes V. Salisbury I. 262, note
Fowler V. Fowler II. 5, note (1)
6 and note
Foy et Ux. v. Pester 246, note
Frances's case 240, note
Freake v. Slee 1. 493
Freemoult r. Dedire 218
French v. Squire - 195
Frenche's case - 246
Frogmorton and Wright v.
Wright - my 498
Furse t^. Weekes - 583
O^
Gkdton t>. Handeock I. 77, note
Grarland v. Thomas 691
Garret et Ux. v. Pritty
II. 241, note
Ghurrick v. Camden (Lord)
35, note
Garth v. Baldwin I. 579, 580
V. Meyrick II. 23, note
Garthshoie v. Chalie I. 389
Gaskell v. Harman IJ. 119
Gastrell v. Smith I. 334
Crawler v. Wade* - 219
Gibbpns v. Caunt 349, 350
Gibson V. Mountford (Lord)
403, 404, 495
Gilbert v. Whitty - 546
Gillet V. Wray II. 242, note
Gines V. Ke'msley - 15
Ginger d. White v. White
I. 524, note, 525
Glazier v. Glazier 370, 412
Glenorchy (Lord) v. Bosville 581
Gofton V. Mill 218, note
Goodinge v. Goodinffe *
II. 27, note
Ooodright v. Allen I. 494
'. V. Forrester
261, note (8>
■ ■ V. Glazier 331
— — V. Goodridffe 537
— — — V. Harwooa 231, note
I ■ v« Searle 551| note
TABLE OF CASES.
i&
Goodright d. Baker v. Stocker
Vol I. 495, 499
-= ^Buckingham (Earl
of) V. DowDshire (Marquis of)
fi04
■ — -Drewry v. Barron
488, n6te (4) 500
Holfbrd and others v.
Otway - 255, »70
d. Paddy v. Maddem
493, note
Goodtitle r. Pegden 450, note
tj. Otway 292, note,
296, 300, 304, 488, note (4)
V. Whitby 566, note
V. Wood 544, note,
551, note
Goodwin, or Goodwyn v. Good-
win 447, 448, 467, 468
Crore V. Grore 545, note
T. Knight 27, note
Goreiog v. Goreing
II. 162, note
Gorin|^ v. Nash - 1. 447
Goss V. Tracy - II. 63
Gott V. A tkinson I. 217, 220
Gower v. Gower - 423
■ r. GrTosvenor
II. 296y note, 297, note,
298, note
Grave v. Salisbury (Earl of)
I. 383, II. 9, note
Graves t. Boyle II. 249, note
Gray v. M inethorp 1. 563^ note
Grayson r. Atkinson III, 115,
118, 165, 197, 473, note (4)
506
Green v. Armstead
' V. Howard
490
563, note,
II. 35, note
1.560
66
V, Stephens
Greene v. Proude
Gregory v. Pelham II. 295, note
Grefiierv; Neale I. 117, note
Grieves v. Case 197, note
OrHfin V. Griffin - 175
Chriffiths v. Hamilton
11.41, note
Grimmett v, Grimmett
I. 197, note
Gulliver d. Jeflferys «• Poyntz '
457
GuUiver v. Ashby Vol. II. 286
H.
Habergham v. Vincent
I. 66, 68, 69, 72
Haldemand v. Hudson
II. 936, note
Hale V. Hale I. 353, note (6)
Hales V. Petit 34, note
Hambling o. Lyster II. ng
Hambly v. Trott 149
Hamfield v. Habinghani I. 66
Hands o. James 128, 157
Hannis v. Parker - 73
Hanson v. Graham 566, note
Hardacre et al. v. r^ash et aL
445
Harding v. Glynn' 'II. 35, note
Hamave'scase **- 79
Harknesso. Bailey ' I. 238
Harland v. Trisg 563, note
Harmood v. Oglander 243, 274,
note, 294, 295, 296, note
Harper v. Derbjr (Bailifis of)
285
Harris v. Austin 453, note
Harris «. Bams • 199
V. Greathead II. 22, note
V. Ingledew 1. 165, note
V. London, (Bishop oO
II. 28, 31
D. Nash I. 199
Harrison t. Harrison 1 13, 1 14,
II. 237, note
Hartop V. Widraore I. 383, 391
Hartop^s case - 398
Harvey v. Aston II. 244, note
Harwood v. Groodright I. 264
Hatcher v. Curtis 344, note, 345
Haughton r. Harrison
^ II. 249, note
H&vergill v. Hare I. 291, nota
Hawes v, Wvatt 248, and note
Hawkins v. Kemp 65, note
Haws V. Haws - 585
Hay V. Coventry (Earl of) 669
Haynes v, Mico - 389
Hazlewood, or Haslewood v.
Pope - 448^ 458
Hearle v. Greenbank
96, 99, 101, 102; 103, 104
iKU
TABLE OP CASES;
f Heathe «. Heathe Vol. 1. 589
Hedger r. Rowe 218, note
Hedges t. Hedges 11, note
Hele r. Bond
S459 note, S45, note
Hellier v. Tarrant 450
Hellj er v. Hellyer - 370
Herbert v. Lounder II. 63
■V. Parsons • 111
^ V. Turbal I. 395, note
Hereford (Bishop of) v. Adams
190
Heylin v. Heylin - S66i
Hick r. Mors 247, note, 248
Hicks r. Dring 479,481
Hill V. Cock 266, note
r. London (Bishop of)
II. 39, note, 40, note
Hilliard v. Jennings ^ I. 137
Hilton V. King 107, note (1)
Hinde v. Lyon 545, note
Hindon v. Kersey 137, 139, 164
Hintoh V. Pinke - 426
Hitchins v. Bassett
230, 238, note, 233, 234
Hixon V. Oliver II. Ill
Hodgkinson r. Wood I. 236
Hodgson and Caldecot v. Fitch
and Another IL 14
Hodgson t?. Ambrose L566, note
Hodgson V. Lloyd 375, note
Hogan V. Jackson
470, 472, 496, 506
Holden v. Smallbrook 48
Holderness, (Lady) v. Carmar-
then (Marquis of) 80
Holdfast d. Cowper v. Martin
467
— — d. Hitchcock v* Pardoe
456
V. Woollams 287
Holloway «. HoUoway 563, note
Holmes v. Coghill " 407, note
1?. Meynel - 547
Hone V. Medcraft 312, note, 315
Hooley v. Hatton II. 9, 11
Hope d. Brown v. Taylor
I. 445, 518
Hopewell v. Achland 469, 488
Hopkins T. Hopkins 548, note
Hotham v. Satton 430,483, II. 14
Hovle V. Clarke ^ \. 9SA
>y
Hudson's case Vol. L 112, ISO
IL59
248, note
L335
IL93
L42
488
79,323
Hudson V. Fisher
Hughes V. Hughes
Humphries v. Taylor
Hunt V. Stephens
Hussey v. Grills
Huxtep V. Brooman
Hyde v. Hyde
J.
Ibbetson v. Beckworth
466, note (2), 498, 499
Ilchester (ex parte the Earl of)
221, 229, note, 241, note (1)^
242, note, 245, note, 248
Ingram v. Parker - 64
Iroi v. Hurst - 413
J.
James r. Collins - 689
James v. Dean - 316
r. Greaves
338, note, ll. 61, note
73. Semmens - 8
Jenkin v. Whitehouse
I. 27, note, 345, note
Jesson V. Essington 421
Jones V. Beale II. 36, note
V. Clough 1. 6 1, 62, 63
V. Colbeck 11. 25
— "^""^ Vm Hiske
L 151,152, 154, note
v. Morgan - 582
K.
Kaye v. Laxon - 464
Kelly, (Sir G.) v. Powlett, or
Paulett
4^, 421, II. 35, note
Kennell r. Abbott I. 339, note
Kerry v. Derrick ■ - 464
Kew r. Rouse - 592
Kibbett v. Lee - 65, note
Kidney V. Coussmaker 219, note
King v» Denison
IL 39, note, 43^ not^
King T. MeUin.^ - 1. 527
r. Rumball - 517
»• Withers 551^ note
TABLE OP CASES.
xui
Im
Lamb v. Parker Vol. I. 236
Lambert v. Lambert 428
Lampett^s case - 434
Lane v. Goudge 566, note
Lane r. Stanhope (Lord)
442, 455
Lane t). Wilkins 409, note (4)
Lan^ham v. Nenny 63, note
V, Sandford
II. 42, note
liangley v. Baldwin'
I. 523, note, 524, and note,
525, 526, 527
Larkins v. Larkins 339, 335
Lashmer r. Avery 287
Law v« Lincoln (Bp. of)
453, note
Lawrence r. Kete 18
Lawson v. Lawson 12, note
Lawton v, Lawton 89, note
Lea r. Libb 111, note,
124, 125, notes, 141
Lecbmere v. Carlisle (Earl of)
388,389
Lee V. Cox - 387
Leeds (Dake of) v. Munday
94, note
Leeke r. Bennet II. 274, note
Jjees V. Summersgill
I. 135, note (5)
Lemayne v. Stanley
107,109, 110,112,114
Leonard v. Sussex (Earl of) 575
Lestrange v. Temple 302
Lewen v. Cox • 589
I^ewis's case 373, 374
Lidcott V. Willows I. 469, 470
Limbery v. Mason and Hyde
169, 172, 173, 227
Lincoln (Countess of) v. New-
castle (Duke of)
582, II. 297, note
Lloyd V. Lord Say and Sele
1. 292, note
Long V* Blackall
544, note, 547, note
■ ■ V. Dennis . II. 245, note
r. Stewart 237, note.
Longcliamp v. Fish I. 144, note
Longford v. Eyre 60, 146, 164
LoTeacres v. Blight
Vol. I. 489, note
Ix>Teday v, Claridge 172
Low V. Burron - 49
Lowe V. JolUffe 158, 163
Luffg r. Lugg - 347
Luke T. Bennett II. 273, note
Luther v. Kidby I. 299, note,
301—5
Lytton V. Falkland (Lady)
397, 399, 403, 40i
M.
Maddox r. Staines I. 550, note
Mahon v. Savage II. 37, note
Maitland v. Adair 36, note
Mallabar v. Mallabar I. 350
Man V. Man 333, note
Manning's case 434
ManseU v. Mansell 65, note
Mariot v. Kinsman 345, note '
Markam v. T wysden 473, note (4)
Marland v. Townley 591
Marlborough (Duke of ) v. Go*
dolphin (Lord) 344, 562, note
1 V, Spencer
II. 295, note
Marshal v. Blew I; 434, 435
Marwood v. Turner 251, 307
Maskelyne v. Maskelyne
488, note (4)
Mason v. Day 309
Masters v. Masters
69, notes, 70, II. 27, S8
Matthews 17. Matthews II. 6, note
Matthews r. Warner
I. 173, note, 175, note, 376
Maundy v. Maundy 463, IL 69
May V. Lewin II. 41, note
May V. May I. 210, note
Maybank v. Brooks II. 38
Maynwaring v. Maynwaring
289, note
Mersan v. Blackmore I. 571
Metham v. Devon (Duke of)
II. 368, note
Miller V. Miller 1. 12, note
tj. Turner 353 note, (6)
Milner v. Slater 563, note
Mitton V. Ltttwich 29@, note
J^geridge v. Thackwell 189
XIV
TABLE or CASES*
Mole V. Thomas YoL 1.527, note
Moltonitf. Hutchinson 63, npte
Molyneux v. Scott 565, note
Monck V. Monck (Lord)
413, IL 4
Montague v. Jeflreys
227, note, 236
Montague's case 246
Mooad. Faggv. Heasman 562
Moor V. Hawkins 551, note
Moore t). Moore 416
Morgan r. Griffiths 538
Morrice v. Duiham (Bishop of)
191, note, 204, 563, note
N.
Nab V. Nab 1. 184
Nannock v. Hortcm 1. 261, note
Needier v. Winchester (Bishop
of) - - 285
NegUB V. ColsoB or Coulter
80,195
Ifdtter V. Perdyal Bishop ILS9
Newton v. Preston SO, note
Nicholas tk Simmonds 1. 282
NidioUs V. Judson II. 6, note
Nichols V. Hooper I. 550, note
Nisbett V. Murray IL 41, note
Norden v. (Griffiths 889, note
Norris v. Cubitt I. 348
Northey v. Strange
II. 36, note, 381, note
Norton «. Ladd I. 507, 508
Nottingham T. Jennings 636
Nourse v. Findi 44, 46
Noys V. MordaviU 98, 99, 101
Nugent V. Giflfosd IL4S9,]iote
O.
L495
Gates V. Cooke
Ogle D. Cook
165, note, 89B, note
Okeu Heath II. HS
Oldercon v. Pickering I. 58
Oldham v. Huffhes U. 269, note
Oldham v. Pickering I. 56
On^ley v. Peed II. 16, note
Onions, or Onyons v. Tyrer
L !»8, 229;S22,328, 330,391
Osborne v. Leeds (Duke of)
Vol. II. 9
P.
Page V, Page
L 333, note, 834, note
Panphrasev. Lansdown (Lord)
396, 400, 403, 405
Papillon V. Voice 582
Paramour v. Yardley
461, and note, 462, II. 107
Parke v. Mears 117,-^ot0
Parker v. Bleake 287
V. Plumber 461
Parry v. Hodirson 212
Parsons v. Vfeemnn
268,274,275,301,303
■ r. Lanoe
347, 352, note (4>
V. Meyrick II. 23, note
V. Pieiiee 1. 285
Partridge v. Partridge
3&, note, 428
Patten v. Jones II. 35, note
Pawlet's case I. 297, note
Peate v. Ougley 22, 24, 121, 122
Peck V. Halsey II. 273, note
Pemberton v. Pemberton
I. 330, note
Pendock v. Mackinder 131, note
Perkins v. Baynton 592
Perry v. White 658^
V. Whitehead II. 122
Peyton v. Bury 245, note
Philips o. Grartb 36, note
Phillips V. Parish of St. Clement
Deme - I. 18k
■ ' r. Chamberlaine 431
V. Garth 1. 563, note-
Phipard v. Mansfield 1. 555, 559^
Phipps«D. Anglesea (E^rl of) 299
Pibus V. Mitford 535, note
Pierson r. Garnett
353, note (6) 56S, note
Pi^ottv. WaUer - 4/A
Pike V. Badmering IS8
Pistol on dem. mndal o. Ricb«
ardson • 441, 443*
Pmburv v. Elkin 550, note
PleydeU v. PleydeU 550, note
Plonket V. Penson 216, 21T
TABLE OF CAl^S.
Pomfret (Earl of) v. Windsor
(Lord) Vol. I. 213
Porter v. Bradley
544, note, 550, note
Porter r. Toumay 4S1, 423, 436
Poulson 9. Wellington 63
Powell V. Beresford - 62
r. Clea?er 165, note
Powis t?. Andrews II. 61, note
Powlet V. Herbert 237, note
Pratt V. Jackson I. 419
Price «• Lloyd - 137
«.Pag6 - 11.24
Prince v. Stebbing I. 388
Pulsford V. Hnnter IL 249, note
Porefoy v. Rogers
1.353^ note, 552
Purse v. Snaplin
425, 496, 564, note
Pye (ex parte) - IL 4
Pym V. Blackburn 24, note (9)
Rider (Sir B.) v. Wager (Sir
Charles) Vol. I. 278, 384
Ridges V. Morrison II. 9, 11
Ridout V. Pain
1. 473, note (4) 477, 507, note
Right V. Price 108, 147, 222
V. Sidebotham 497, 567
Ripley v. Waterworth 57, 59
Risley v. Baltin^ass (Lady)
299, note, 303
Raddiffe v. Buckley 249, note
Radnor (Earl of J v. Shafts
L 564, note
Raggett T. Gierke 46, note
RaoMbottom's case II. 67
Rann v. Hughes - 158
Ralchfield v. Careless
41, 42, note, 43, note, 45
Rawlings v, Jennings
I. 482, IL 41, note
Rawlins v. GokUrap 550, note
Read 9. Snell - 566, note
Reade v. Reade 565, note
Reading v. Rawsteme
219, 512, note
Reid 9. Shergold 344, 489, note
RexT. Comelbrth 210, note
V. Crosby - 133, note
V. Ford
131, note, 132, 133, note
Rick T. Beaumont 374
Bkttffdsv. Baker II. 273, note
•^ T. Bergavenny (Lady)
1. 515, note
Bichardson u Elphinstone 389
V. Greese
U. A, note (1% 6
Risley v. Temple
Ritch 9. Sanders
Roach V. Harris
Robert v. Moigan
Roberts v. Cooke
V. DixweU
r. Kiffin
149
454
II. 35, note
L 63, note
511
580
665, note
Robinson o. Hardcastle 344
V. Miller - 518
— — — V. Robinson
520, 521, 522, 52S
V. Taylor II. 236, note
Roe and Cooolly v. Vernon and
1. 452, note
551, note
634,nottt
569
Vyse
— V. Clayton
V. Grew
u Griffiths
V. Qoartley
V. Blacket
9. Jones
260, note, 551, note
d. Child V. Wright 468
— Hale V. Weg^ et al. 454
— Henning v. Yeud
471, 478
- Jeffery v.
* Norden d. Griffiths
288, 289, note
- Pye V. Bird 4S5, Mill
- Roach V. Popham
II. 33, note
Rogers v. Bugffs T
Roper V. Radcliffe
Rosev. Bartfett
V. Cunningham
d. Vere V. HiU
Rosewell v. Bennett
Ross V. Ewer
227,246
440,441
6^ note
587
391
S5, note ,
27, note, 121, 122, 345, note
Hoyden v. Malster 37, note
Rudstone v. Andmwn
dll^ note, 914
TABI£ or CASES.
Ramlidd v. Rmnbold
\ok. I. 566, note
Rutland (Duke of) r. Ratiand
(Duchess of)
II. 4^ note (3), 46
8.
SanderscHi r. Walker
Sansbory r. Read
8aonder8*8 Case
SavUe t;. Blacket
Sayle v. Freeland
Scott r. Tyler
237, note
HI
107
1.384
63
n. 841, note
1.495
IL 41, note
Seale r. S^e
8eUy V. Wood
Selw^n r. Selwm
L 288,289, note^290, 551,note
Sergifion (ex parte) 94, note
Bejmiour et Lx. t>. Ros worthy
Shaftesbury (Lord) v. Hannam
211
Bfaaiileyih Baker 510
Sfaargold v. ShaK;old 11, note
Hntter v. Friend 171, note
Shaw V, Bull - 465, note
V. Wriffht . 495
Sheddon r. Goodricb 74,75,78
and note, 105, note
Shelley's case 286, 531, note
Shephard v. Lutwidge 2 1 7
Shepherd v. Shepperd 342, 356
■ » ■ T. Shorthoose II. 67
Sheppard v. Gibbons I. 590
Shires 9. Glascock 143, 145, 149
Shove V. Pincke 244, 245
Shodall 9. JekyU 391, 11. 2, note
Sitwell o. Barnard
117, 119, 123
Sitwell and Others v. Parker
I.37«
Sleech o. Torrington 42i
Smart o. Prujean • 68
Smith d. Davis «• Saunders
504, 512
Smith V Cason 13, note
©. Codron - 1 15
* r. Coney II. 23, note
V.Evans 1.110
— «-^ V. Tendall . 494
Sndlgrove r. Bailey
Vol. I. 12, note
Snelson v. Corbet » 421
Snowden r. Snowden 3i^
Soalle V. Gerrard - 528
Southey 9. Somerville (Lord)
II. 274, note
Sparke v. Farnell
I. 490, 562, no*e
Sparrow r. Hardcastie 247, note
251, 252, 253, and note, 296
Sf inks r. Robins II. 5, note (2>
Spring and Titcher r. Biles
1.267
St. Segar p. Adams II. 66
Stafford r. Buckley I. SO
Stamford (£arl)r.IIobart (Lord)
57»
Stephens v. Gerrard - 20
— -"^— r. Stephens
247, note, 248, note
Stewart v. Bute (Marquis of)
424
Still r. Chapman
11, note, 12, note
Stirling a. Lydiard
311, 314, 315
Stokes p. Moor <* 108
Stone 9. Forsyth
27, note, 345, note («
Stonehouse r. Evelyn 1 15, 129
Stowell V. Touch (l«ord) 286
Strange v. Barnard 112, note
Stratton r. Grymes II. 241, note
Stratton v, Pavne - 36
Streatfield v. Streatfield
I. 101, 102, 442, note «
Strode (Sir Liitton) r. Russet
(l.ady) - 93
Strong o. Teate 564, note
Swift V. Roberts 300, note
Sjmpaon v. Homsby 39^
Tanner r. Morse, or Wise
I. 496, note, 501, note
Tafget p. Graun^ 549, note
Tate p. Hilbert 12, note
Taylor p. Biddall
&(5, note, 546, note
TABLE OP CASES-
xvu
TaYlorr.Bury Vol. II. 242, note
Temple v. Webb I. 303
Teynham (Lord) v. Webb II. 1 11
Thaver v. Thayer I. 65, note
Tbellusson v. Woodford
566, note
Thomas v. Bennett II. 6, note
V. Evans I. 234
. V. Payne II. 36, note
V. Thomas 19, 20
Thompson v. Lawley (Lady)
et al. - 1. 443
Thompson v. Shepherd 361
Thrustout d. Gower v. Cunning-
ham - - 268
Thwaites v. Smith 171
Tickner v. Tickner 269, SO 1 ,
302, 303, 304, 305
Tilbury v. Barbut 540
Tilly V. Simpson 478
Timewell v. Perkins 477, 488
Tirrell v. Page - 480
Titcher r. Biles II. 37, note
Tomkins v, Tomkins 18, note
Tomlinson v. Dighton
I. 489, note
T. Gill 11. 157
Took r. Glascock 1. 46, note
Torret v. Fraropton 589
Townsend v, Ives 164
r. Pearce
225, note (2)
TraflTord v. f rafford
II. 296, note
Trent v. Hanning I. 470
Trevinian v. Howell
II. IG2, note
Trimmer v. Bayne 45, 47, 48
Trimmer v. Jackson
1.23,24,25,122
Tuckerman v. JeiFries 584
Tudor V. Anson - 4 47
Tuffnell V. Page 39, 45, 4(i7
Tunstall v. Bracken II. 1 12
Tyter. Willis - 1.538
IJlrick V. Litchfield
Urquhart v. King
IL 26
41, not6
Vaughan v. Atkins Vol. 1. 287
V. Burslem
II. 296, note, 298, note
Vaughan v. Ferrer I. 20 1 , 202
Vawser v. Jeffrey 258, 268, 279
Venables and Wife v. Morris
635, note
Venderzee r. Aclom 346
Verhorn v, Brewen 182
Vernor (Lady) v. Jones
298, note
Villers v. Handley II. 161, note
Villiers v, Villiers I. 85
W.
Wagstaff r. Wagstaff 38, 39, 61
Wain V. Warlters II. 164
Walker r. Shore 248, note
WalHs V. Hod'^on 1.353, note (6)
Wallis V. Wallis 23, note, 24
Walsingham*s case 51, 52
Walter v. Drew 536
Walton V. Shelley 161
Ward V. Lenthall 65, note
V. Phillips 355
r. St. Paul 210, note
Warde r. Warde 266
Waring v. Ward 77, note
WarneVord v, Warneford 110
Warren r. Stawell 219
Watts i;. BuUas ^ 447
Watts V. FuUarton
268, note, 274, 275
WatsoQ V. Poxon 556
Webb V. Hearing 494, 538
Welby r. Thornaugh II. 63
W^lcden v. Elkington I. 461
Wells V. Wil^n - 340
West, and others, executors of ♦
Moore V. Moore 424
Westbet^chr. K »nnedy 119, note
Westfaling r. Weirtfaling
53, 56, 220, 453
Weyland v. Weyland 388
Whale V. Booth 1 1. 428, note
Wheeler r. Bingham 24 J, note
White V. Barber I - 353
V. Evans 1 1. 41, note
Whithorue v. Harris 35, note
XVUl
tAfiLE OP CASteS.
Whitechurch v. Whitechurch
Vol. I. 81
Whitmore v. Craven (Lord)
565, note
^. Trelawney
564 note
Widlake v. Harding 470, 488
Widmore v. The (jrovernors of
Queen Anne^s Bounty 189
V. Woodroffe 197
Wight I?. Leigh 527
Wightman v. Townroe
II. 147, note
Wilcocks V. Wilcocks I. 387
Wild's case 517, 661, note, 565,
note, II. 27, note, 249, note
Willett V. Sandford 277
Williams t). Browne 560
V. Fry II. 240, note
V. Jekyl I. 53
V. Jones 41, note
• D. Owen 270,
274, and note, 294, 295, notes
Willis V. Lucas - 537
Willoughby v. WUlouchby 87
Wilkinson v. Maryland 475
Wilson V. Knubley ^ 216
V. Mount 566, note
— ; V. Pigott - 387
Winchester's (Marquis of) case
28
Wimbles r. Pitcher
II. 36, note
tVinnr. Littleton
Vol. 1. 93, 94, note
Wood and Wife v» Gaynon and
^ Wife - 455, note
Wood V. Penoyre II. 115
Woods t. Huntingford
I. 77, note
Woodward v. Darcey (Lord)
30y note
Woolcomb V. Woolcomb 415
Woollam c. Kenworthy
475, 480, note
Worlick V. Pollett 174
Wright's case - 376
Wright d. Compton v. Compton
564, note
V. Cadogan
27
V. Holford
553, 555, 559
V. Nether-
wood 358, and note
V. Walthoe
173
Wyndham v. Chetwynd 137, 141
Wynne v. Williams
11.233, note
Y.
Yarmouth (Mayor of) v, Eaton
L80
STATUTES APPENDED,
CHARLES It.
89 Car. 2. c. 3. (frauds and per*
juries) Vol. IL 165
GEORGE II.
9 G. 9. c. 36. (mortmain act)
II. 172
UG.2. c. SO. (mortmain) 173
55 G. S. c. 6. (legacies to wit-'
nessesToid Vol. II. 174
GEORGE III.
56 G. 3. c. 63. (preventifig frauds
on seamen) - II. 181
32 G. 3. c. 34. (preventing fi*auds
on seamen) - 188
39 & 40 G. 3. c. 98. (restrainmg
accumulation) - SSi
» I
STATUTES CITED.
JOHN.
Magna Charta
1. 186
EDWARD I.
13 Edw. 1. c. 32. I. 186
18 Edw. 1. Stat 1. (qniaemptorea)
13
EDWARD III.
4 Edv. 3. c. 7. . II. 87
18 Edw. 3. Stat 3. c. 3. 1. 188
S5 Edw. 3. c. 5.
31 Edw. 3. c. 11.
11.91
68,76
RICHARD II.
16R.2.C.5. - 1.187
HENRY VI.
19 H. 6. c. 17.
38H.6.C.S7.
I. S63, note
ibid
HENRY VIII.
SI H. 8. c. 4. II. 233, note
STATUTES CITED.
21 H. 8. c. 5. Vol. II. 68, 71
27 H. 8. c. 10. - 1. 14
^H. 8. c. ]. 14,15,18,40,
45, 46, 62, note, 187, note,
259, 393, 485
34 & 35 H. 8. c. 5. 14, 15, 18,
25, 36, 40, 45, 46, 52, note,
120, 187, note, 259, 262, note,
393, 485
EDWARD VI.
S /& S Edw. 6. c. 13 11.88
PHIUP AND MARY;
j| & 5 P. & M. I. 205, 210
ELIZABETH.
1.32
5 Eliz. c. 9.
43 Eliz. c. 4.
187, note, 194, note
43 Eliz. c. 9. - 203
43 Eliz. c. 14. - 188
CHARLES II.
12 Car. 2. c. 4. I. 15, 16
12 Car. 2. c. 24. 205, 206, 209,
221, 222, 229, note, S41
17Car.2.c. 3. - 188
17 Car. 2. c. 8.
II. 90, 91, 93, 98
22 & 23 Car. 2. c. 10.
71, 96, 125, 126, 136
29 Car. 2. c. 3. I. 22, 23, 46,
47,54,55,57, 120, 121, 168,
. 179, 185, 220, 376
«) Car. 2. c. 3. - II. 98
JAMES II.
lJac.2.c.l7. IL 129, 136
WILLIAM III. & MARY II.
3 & 4 W. & M. c. 14.
1, 46, 214, 215
4 W. & M. c. 2. Vol. 1. 6, note
4 & 5 W. & M. c. 10. II. 99
WILLIAM III.
5W.3. c. 21. - 1.185
7 & 8 W. 3. c. 37. - 188
8&9W. S.c. 11. 11.91,98
lO&ll W.3.C. 16.
1. 352, note (5) 354, note
ANNE.
2 & 3 Ann. c. 5.
2&3 Ann. c. 11.
4 Ann. c. 16.
179, 213, 485, note
9 Ann. c. 10. - II. 98
I. 6, note
188
GEORGE I.
IIG. I.e. 18. L 6, note
GEORGE II.
9 G. 2. c. 36.
I. 191, 192, 194, note, 199
11 G. 2. c. 19. 485, note
14 G. 2. c. 20. - 47, 57
25 G. 2. c. 6. 135, note (5), 137
GEORGE III.
26 G.
31 G.
31 G.
32 G.
33 G.
35 G.
36 G.
37 G.
38 G.
45 G.
48 G.
I. 189
11.40
L131
189
59, note
59, note
3. c. 63.
3. c. 32.
3. c. 35.
3. c. 34.
3. c, 28.
3. c. 14. ■>
3. c. 52.
II. 104, note, , 123
3. c. 90. - 57, 71
3. c. 87.
49, 58, 72, 74, 86
3. c. 28. lOri, note
3. c. 149.
* 92, 105, note, 106, note
CONTENTS
OF
THE FIRST VOLUME.
PAGE.
Tjble qftheC^sEs . . . . v
Statutes appended ... . xix
cited ..... ibid.
SECTION CHAPTER I.
OF MAKING AND PUBLISHING WILLS.
I. Progress of the Law : . . . 1
II. Testamentary Capacity . . . .24
III. Estates by Custom • • . • 36
IV. Estoites pur autervie . • • i 46
V. Powers to be executed by Will . , . . 60
VI. Wills charging Lands ... .69
VII. Attendant Terms . • . 81
VIII. Things affixed to the Freehold ... 88
IX. Mortgages ..... 92
X. Election in Equity • • . • 96
XI. Signature and Subscription . . 106
XII. Formality of Publication , . .120
XIII. Wills, interrupted and resumed • • 123
XIV. Qualification of Witnesses . : . 130
XV. Time and manner of making the Attestation . 143
XVI. Evidence of the Attestation . • < • 157
a2 •
II
CONTENTS.
BECTION
XVII. Personalty
XVIII. CAantoftfe Uses
XIX. Appointment of Guardians bif Will
XX. Statute offrauduleni Devises
PAGE
168
185
905
S14
CHAPTER II.
REVOCATIOK OF WILLS
I. Construction of sect. 6, of the Statute of Frauds
II. Methods of revocation . . :
III. Inconsistent dispositions
IV. Imperfect acts and instruments
V. Acts procured to be done by fraud or compulsion
VI. Subsequent conveyances
VII. Of subsequent dealings with the estate in equity
VIII. The doctrine of relation
IX. Mortgages^ Sfc.
X. Partition . . . .
XI. Jjcases ....
XII. Cancelling < . . ,
XIII. Alteration and erasure
XIV. Mistake . . i .
XV. Accident and surprise
XVI. Of the revotation of Wills made under powers
XVII. Subsequent marriage and children
XVIII. Effect of a teoman^s marriage upon her Will
XIX. Of the revocation of WHls of personal estate
XX. Satisfaction in equHy
221
235
229
240
247
251
268
279
293
299
307
321
331
336
340
343
347
371
375
386
CHAPTER III.
REPUBLICATION Of WILLS
I. TAe doctrine of early decisions .
II. Of the repubHeatioH by cotUcil
III. Of the %epublicatioif of Wills of personal estatt
393
46Q
410
CONTENTS. m
CHAPTER IV.
S£CTIOI<r PAGE
OF THE IMPORT OF WORDS AWD PHRASES
I. A.S to moveable things • . . 414
II. ^s to immoveable things . , . 440
III* JEstatCj hereditaments^ inheritance^ properti/^ effects ^ SfC. 465
IV. fVhen the whole estate passes . • . 483
V. Bi/ what words an estate tail passes . . 513
VI. Sj/ what words an estate for life only will pass 561
VII. JVhat zoords create ajointAenancy^ and what a tenancy in
common in a Will . . : • 583
•>*»^'
TREATISE
ON
WILLS AND CODICILS
CHAP. I.
OF MAKING AND PUBLISHING WILLS.
SECT. I.
Progress of the Law.
Alienations to take effect after death, can
only be the practice of an advanced period in the pro-
gress of society: after the hand that held and main-
tained the possession is withdrawn, to permit the will
of the proprietoV to direct the succession^ implies a
conception of the sacredness of property, and a state
of order and security which does not exist in the be-
ginnings of nations (i). It appears doubtful whether
among^ the Romans, before the introduction of tlie
laws of the Twelve Tables, or among the Athenians
before the leg-islation of Solon, the direct testamentary
(1) OntTfino rationinaturali repugnat^ at kin jus esse statuendi
ds rebus suis ita^ ut voluntas post mortem valere wcipiat ; ubi jam
Telle dtsiii ct mors omnia solvit, Hert. Elem. Polit* pars. 2. sccU
11. h 5^- ^"^' Vinn. Comm. (it. de test, ordin,
B
2 Making and publishing Wills. Chap. I.
disposition even of moveables was allowed ; and among
the ancient Germans it appears that the children suc-
ceeded to the possessions of the parent^ and that he
had no power to alienate them by his will. If he had
no children^ the steps in the order of inheritance and
succession were the patres, patrui, avunculi (2).
ProgKtsof (3) The succession to the heirs of the body, and in case of the
^^IgfM^ah ^^^^^^ ^^ B^c^ representatiTes, to the next in proximity of blood,
tn the Ro- if not a law of nature, seems so to correspond with its dictates.
man juris*
prudence, that history hardly carries us back to a time when the notion and
admission of this claim did not prevail among mankind. The sug- *
•
^stions of a common feeling appear, therefore, to haT^ made this
an unlTersal rule of transmission, and to have established it in com-
munities widely separated by time and place. Thus the represen-
tation in the channel of blood and proximity seems to have had its
foundation higher than any positire institutions, though to positiTe
institutions we must of course refer to the modifications of this rule
of succession ; which, indeed, has been so yariously ordered, that
no two nations exactly resemble each other in their institutions re-
garding it.
That the right of controuling this succession by the priTate will
of the possessor, was the product of an improred period of legis-
lation, there is much concurrent testimony to shew. Till the le*
.gislation of Solon, the Athenians did not possess this priTilege, as
it appears from many authorities, particularly from Plutarch, in
his life of Solon, page 196, edit. Bryan, and the orations of Iseus,
especially de PhUoctemonU Hereditaie ; nor according to Selden de
Success, bon* Hebr. c. 24. did it exist among the ancient Jews ; nor
as we learn from Tacitus de mor. Germ, c %, among the Germans
in his day. The tenderness which continued to preTail among the
Romans for the 1^1 heir is strongly displayed in their provisions
by the laws Furia^ Foconta^ and Falddiay and more pointedly per-
haps by their remedy of querela inqffidosi iesiamentiy whererer a
will was made against the order of natural affection, without rea-
sonable cause.
With respect to the question how far the right of disposition by
will existed among the Romans, before the laws of the Twcdre
Tables, there seems to be much Tiriety of opinion. T)ie text of
%
Sect. 1. Progress of the Law. S
If the power of disposing of land by will Was exer-
cised by our Anglo-Saxon ancestors^ it seems much less
Jastinlan propoands the order in which the form of the iestamenti
faciio proceeded, which the student will consult, with pleasure, in
the Commentarj of Vinnius, edited, with notes, by Heineccius, in
tba title de Tesiameniis Ordinandis. It appears that the most an-
cient mode of making a testament, among the Romans, was, by
coQTerting a man's^prirate will into a public law, for such seems to
have been the object and intention of the promulgation or celebra-
tioQ of a testament in the caUUis comitiis^ 1. e. in the presence of
the Roman people summoned before the Sacerdotal College per
curias. And, according to Heineccius, these assemblies were not
coHTened specially for the purpose of giving sanction to wills, sed
legum ferendarum magisiratuumque creandorum causa immo et oh
qUa negoiia publica^ belhtm^ pacem^ judicial Sfc.
Thus was this private disposition by testament of the property of
an indiridual promulged and ratified in the same manner as a public
law ; and for this reason the iestamenti f actio has, in the text of
the imperial Jaw, been said to be nonprivati sed publid juris y D. 28.
c. 3. and again by Ulpian, it is said, legaium est, quod legis modo —
Usiamenio reltnquttur^ Uip, tit* ^. § I.
Another form of testament which existed antecedently to the
lavs of the Twelve Tables, was that called testamentum procinctum
or tnprodnctuy which was the privilege only of those who were on
the eve of going to battle^ or girt for the war, with the uncertainty
on their minds of their ever returning, and was among the immu-
nities in regard to property conferred by the Romans upon the de-
fenders of their country.
But as the comitia were held but twice a year, so that a man
might be surprised by sickness without having the opportunity of
thos solemnizing his last will, and the attendance upon these public
assemblies was often difficult or impossible to the aged and infirm ;
and furthermore, as women were by these forms precluded from
making any testament, as not having any communion with these
omiiitiy according to Gellius, lib. 5. c. 19, a third method was
itrack out, which might facilitate the ultimate disposal of private
property to all descriptions of persons, otherwise competent ; and
thu last method was called the testamentum per as et libram^ which
B 2
Making and publishing Wills. Chap. I.
likely that it originated with themselves, than that they
adopted it from those laws which the Roman govern-
was a fictitious purchase of the family inheritance of heirship, by
money weighed in a balance, and tendered by the intended inheritor
to the testator, before witnesses.
Thus it js said to be imago vetusti moris in venditione aique aiii"
naiione rerum manciple quia uno verbo, mancipalio dicUuTy nimifum
ut is in quern hee res iransferebantury eas emeret domino are et li"
braj appenso ei yoy,ou ycLpiv nummo uno. And it seems that this
fictitious proceeding was still retained after the promulgation of the
law of the Twelve Tables had authorized the making of wills by
the clause of paierfam, tUi IcgassU Sfc. itajus esto ; for it was still
regarded as necessary, to raise the will of a private man to a lerel
with the laws of the state, that it should take the shape of a strict
legal transaction inter "oivos ; for tesiandi de pecunia sua legibuf
certis facultas est permissoy non autem juris dictionii mutare for^
mam^ vel juri publico derogare cuiquam permissum est, C. 6. 23.
1 3. The two former methods, by the testamentum in procindUy and
calaiis comiiiis^ were thrown into total disuse, by the testamentum
per CBS et libram ; but this last form of willing again made way for
others of a more convenient description.
The methods above-mentioned were "referrible to Wiejus civile^ or
as we express it, the law of the land ; but from the edict of the prae-
tor, other forms at length were brought into practice, by virtue of
which ^u^ honorarium^ the mandpatio^ and the weighing and de-
liTering of money, were dispensed with, and, in their stead, the
solemnity of signing by seyen witnesses, was introduced: the
presence only and not the signature of witnesses being necessary by
the^Mj civile.
At length, however, by gradual use and progressire alterations,
as the text of Justinian informs us, the lex prceioria and the^t
civile were in some degree incorporated ; and a compounded regu-
lation took place, whereby it became requisite to the valid consti^
tution of a will, that the witnesses should be present (the presence
of witnesses being the rule of the Jus civile) ; that they and also the
testator should sign, according to the superadded institution of
positive law ; and lastly, that in virtue of the praetorian edict, their
seals should be affixed, and that the number of witnesses should bo
teven.
Sect. 1. Progress of the Law.
meat had established and left standing in this country.
It appears, however, pretty certain, that this testa-
mentary power over land did not survive the Norman
conquest, except in particular cities and boroughs,
where, by particular favour, the Saxon institutions
were suffered to breathe (3) : it ceased by the opera-
tion of the feudal system of property, which necessa-
rily excluded all voluntary alienations of possessions
Afterwards, the further solemnity of naming the heir in the tes-
tament was added hy Justinian, and again taken away by the same
emperor, in Nov. 1 19. c. 9. and at length, the excess of testimony-
was corrected by the canon law in the pontificate of Alexander the
Third, by which it was declared sufficient to prove a testament by
two or three witnesses, the parochial minister being added ; in^ro"
bata consitiutione juris civilis de sqpiem tesiibus adhibendis ut nimis
longe recedente ab eo quod scriptum est — in ore duorum vel trium
tedium siei omneverbum^ Szoinb.Qi. Deut, c, 18. Malth. c. 18. which
reformation obtained the sanction of general usage.
Swinbum says, that this institution has also been reformed by the
general custom of this realm, " which distinctly requires no more
than two witnesses, so they be free from any just cause of excep-.
tion;*' which observation he repeats in several places of his treatise
on wills, on the authority of Linwood, in Statut. Verb. Prob. de
Tiit. L 3. Provincial Constit. Cant, Bracton also has the following
passage : ** Fieri autem debet iesfamentum liberi hominis ad minui
foram duobiis vel pluribus viris legalibus et honestis, clericis vel
loids ad hoc speciaJiter convocaiis, ad probandum testamentum de-
fiaaist opus fuerit, si de testamento dubitatury Bract, lib. 32. fol.
<il. bet these words import a recommendation, and not an impera-
tiTe rule ;■ and nothing seems now to be better understood, than
^at a will of personality needs neither the atte^&ta^ion of witnesses,
or the testator's seal or signature ; and though written in another
^d, yet if proved to have been written according to the testator's
•
"istructions, and approved by him, it is a good will to dispose of
chattels. Comyns, 452, et seq.
(3) Whether gavelkind lands in Kent were deviseable by custom
^ms to be a matter in dispute. See the arguments pro et con. in
Rob. Givel. 235.
Making and publishing Wills. CukV. I.
with which personal services and duties were insepa-
rably connected*. But with respettt to moveables^ ih6
4:estanientary power seems^ in this country, with more
or less restraint, to have been exerciseable in a very
remote period. The ready mode of authenticating
the property in goods by the possession, and of trans-
ferring the possession by manual delivery, and the
usufructuary and revocable quality of termd of yeai's,
caused them at an early period to be considered as
proper subjects for every kind of alienation. But
though testaments of moveables were permitted by
the ancient law of England, according to Glanville
and Bractdri, yet the power extended only to one-
third, called the dead man's part; which limitation
seemed to prevail in London and York, after it had
fallen into disuse in other parts of the kingdom, till
at length by several statutes the testamentary power
over goods was thrown generally open (4).
• Vide 1 Eq. Ca. Abr. 401.
Restraints (4) By the 4th W. and M. c. 2. persons within the prorinee of
ustamen- ^^^^ ^^7 dispose by will of all their personal estate, in as large
tary power and ample a manner as within the proTince of Canterbury) and
b>Uiecus- "^ - '^ "^
turns of elsewhere ; and the widows and children, and other kindred of
l^ni\^^^. such testator, are barred of their claims under the custom* But
moved by the citizens of the cities of York and Chester, who were freemen,
inhabiting there, being excepted out of this statute, the 2d and 3d
Aune, c. 5, was made to repeal this exception, and to put them
upon the same footing, in this respect, as persons within the pro«
Tince of York. And by the 11th G. 1. c. 18, the citizens and free-
men of the city of London are al&o enabled to devise and dispose
of their pcrst^nal estate, in such manner as they shall think fit,
except where they enter into any agreement on marriage, or other-
wise, that their personal property shall be subject to or distributed
by the custom. In cases of intestacy, the property becomes sub-
ject to^ and distributable according to the custom.
Sm. 1. ProgreMs of the Lata.
According to the author of the Commeataries^ '[ by
the ancient common law of the land, and which con-
tinued at the time of Magna Charta^ a man's goods
were to be divided into three parts, of which one
went to his heirs^ or lineal descendants, another to
his wife, and the third was at his own disposal ; or if
he died without a wife, he might dispose of one moi-^
ety, and the other went to his children. If he had no
chQdren, the wife was entitled to one moiety, and he
might bequeath the other ; but if he died without
wife, or issue, the whole was at his own disposal.
The shares of the wife and children were called their
reasonable parts, and the writ de rationabUi parte
honorum, was given to recover them.
In the reign of Edward the Third, this right of the
wife and children was still held to be the common law^
though frequent^ pleaded as the local custom of Berks,
Devon, and other cdunties ; and Sir Henry Pinch lays
it down expressly to be the general law- of the land,
in theVeign of Charles the First. But the law has
since been altered by imperceptible degrees, and the
deceased may now by will bequeath the whole of his
goods and chattels, though it would be difficult to
trace out when this alteration began ^/' (5)
* 2lBl.Coni.491.2.
(6) This difference in importance between land and goods arose Of the
oat of the principles of the feudal system. According to the law of jJ^Z^^ath-
Rome, no such difference subsisted. The general representatire ing lega.
WIS the heir, and by that title he succeeded as well to the move- different
Mt9 as immoTeables. And when the whole subsUnce deToWed, Jjj^^^
tht difference was only between him who was appointed heir by law.
10 Making and publishing WiUs. CaaP. I.
the raperior^ the feudatory often contrived to ftlie«
nate by a donation by deed^ made on the bed of deaths
In Turtue of this ordinance, and in prosecation of its spirit, a
more liberal interpretation obtained in the construction of testa-
ments, in which from thenceforward the intention of the testator
was the principal object of enquiry, and a numerous description of
persons whom the rigour of the jim civilis had deemed incapable of
taking by way of legaa^y such as the banished, the childless, per*
sons livipg in celibacy, and strangers, were rendered capable of
taking by will, and the circuity and precariousness of a trust were
avoided ; and, on the other hand, to equalize the advantages res-
pectively belonging to the legaiawad the Juki^cammiisa, instead of
the extraordinary and sometimes dilatory process by which the
Jidei^commissa were enforced, the ordinary remedy by the oc^io ex
teitamenio^ and even the ret vtndicaiioj, in the cases where it ap-
plied, were opened to all descriptions of legataries.
Of the do- rThe donatio causA mortis is a title of the civil law, and of our
o^l^n, to which the attention of the diligent student should be di-
rected. In the text of the Institutes of Justinian, lib. 7, it is thus
defined, or rather described ; Mortis gausA donatio est^ qiueprqp*
ter mortis Jit suspicionem quum quis ita domUj ut si quid humanitus
ei contigissety kaberet is, qui accipit : sin autem super vixisset is qui
donavity reciperet: vel si cum donationis pcmituissetj tust prior de^
eesserU isy eui donatum sU, Hee mortis causA donationes ad exem^
plum iegatorum redacta sunt per omnia. Nam cum precedentibus
ambiguum Jueraty utrum donationisy an legati instar earn obtinere
aporterety ei utriusque causa qutpdam habebat insignioj et alH ad
aliud genus earn retrahebanty a nobis consiitutum est^ utper omnia
fere legatis connumeretur^ et sic procedaty quern ad modum nostra
constitutio eam formavit. Et in summA mortis causA donatio esty
quum magis se quis velit habere^ quam eum^ cui donaty magisque
eumy cui donaty quam haredeni suum : which description the Em-
peror illustrates by an example from the Odyssey, of the gift of Te-
lemachus to Piraeus. (See also other examples of the antiquity of
this species of gift in Taylor's Elements of the CitiI Law, p. 536-7.)
According to Vinnius, in his Commentaries on this description of
the donatio causA mortisy M is not necessary to the constitution there-
of, that the giver should be in actual and imminent danger of death,
but it is enough if he be mored by the general Gonuderation of
futio commA
mmiis.
Sect. 1. Progress of the Law. 11
mortis eausa ; which^ beings a gift to take effect
in point of forsa^ de presently though its real effed;
mortality, iola cogitatione mortalitaiis exsorte hummnaj proYided he
expressly declares at the time, that he gives with such expectation
and intention, otherwise the gift will be construed a pure and sim-
ple donaiio inter vhos, and, conseqnentty, will not be rerocable.
The same account of it is given by Swinbnrn, in the seventh section
of his Treatise on Testaments and Wills. But in onr courts of
equity, the description of this species of donation has been confined
within narrower bounds, being limiteJ to those cases where a man
lying in extremity, or being surprised with sickness, and having no
opportanity to make his will, lest he should die before he can make
It, gives with his own hands, his goods to his friends about hhn.
This, says Lord Cowper, if he dies, shall operate as a legacy, but if
he recovers, then the property thereof reverts to him." See Gilb.
Eq. Rep. 12, 13. Prec. in Chan. 269 ; and see 3 P. Wms. 358. I P.
Wms. 405. 442. 1 Vez. jun. 547, The reader, however, will find
ia Still V. Chapman, 2 Bro. C. R. 612. a decision of Lord Thur-
low on this subject, conformable to the explanation given in Vinni-
usand Swinburn, as above-mentioned.
It appears quite clear, according to all the authorities, that there
mast be a delivery of the thing by the giver in his lifetime ; and we
observe, that Lord Cowper^s expression, in the case of Hedges r.
Hedges, Prec. in Chan. 269, was ^^ gives with his own hftnds."
And, by Lord Hardwicke, in the case of Shargokit). Shargold, 2
Vez. 431, it was said, that the delivery must be aciuai, and that
UB^mboikai delivery would not do ; for which reason his Lordship
held, that a delivery of receipts for S. S. Ann. made in the donor's
last illness, and experssly in contemplation of death, was not a
good donatio mortis caus6 ; consequently, said his Lordship,
this was merely legatory, and amounted to a nuncupative will,
and was contrary to the statute of frauds ; for if the necessity
for delivery be taktfn from the thing, it remained merely nun-
capative.
Upon the same ground, his Lordship held that it was impossible
to make a donation mortis causA of stock or annuities, because in
their nature they were not capable of actual delivery ; and that,
therefore, there could not be a gift tausA mortii of them, without a
V
13 Making and pubUsking Wills, Chaf. I.
was postponed to the death of the grantor^ might in**
troduce this ambiguous kind of testamenti /actio, with
transfsry or something amounting to a transfer. And upon the
fame principle it was judged, in Miller v. Miller, 3 P. Wms. 356,
that a note for 1001. being merely a chose in action, could not be
the subject of a donatio causA mortis*
But still, perhaps, if such a delivery be made as, in gifts inter
vivos J would actually transfer the property in the thing, and giye
the possession in law, this will be a sufficient delivery to support
the act as a donatio mortis causA; for the nature of the thing must
be respected in all transfers. Thus in the- case above cited, of the
gift of the receipts for S.S.Ann, it seemed to be admitted by the
Chancellor, that the transfer of the stock itself would have been
effectual. And, perhaps, Ijord Hardwicke designed in the case
above cited to deny the efficacy of a ^mholical delivery only where
the thing was susceptible of a specific and manual delivery. The
decision of Lawson v, Lawson, 1 P. Wms. 441, wherein a man upon
his death-bed had drawn a bill upon a goldsmith, to pay 1001. to
A' 8 wife to buy mourning, is an instance of an effectual appoint*
ment in the nature of a donatio mortis causA ; and see Tate v. HiU
bert, 2 Vez. jun. Ill, wherein that decision was approved by Lord
Loughborough ; his Lordship, at the same time observing, that the
report in 2 P. Wms. was incorrect, as it appeared from the Regis*
ter's book that the direction for mourning was indorsed upon the
bill, in the donor's hand-writing. It will be seen also by the casei
of Still 0. Chapman, 2Bro. C.R. 612, and Snellgrove v. Bailey,
3 Atk. 214, that both bank notes and even bonds have been held
to be capable of a sufficient delivery to constitute a good donatio
causA mortis.
The princij^l circumstances which distinguish the donatio mortis
eausA from the proper legacy j should be attended to. The points
also of resemblance should be carefully marked. And principally,
on this head, the ambulatory, imperfect, and revocable nature of
both will occur as the most important article in which they agree i
and on the other hand, the principal difference between them,
seems to consist in the independence of the title of the donee of
the gift cttusA mortis^ on the act or consent of the representative.
The same grounds of difference distinguished them in the civil law^
Sect. 1 . Progress of the Law. IS
less novelty of principle*. It seems, indeed, that the
consent of the heir was, at first, and for a long con-
tinuance, thought necessary to these alienations by
deed, in prospect of death ; though, according to some
writers^ this practice was worn out before the statutes
of Henry the Eighth*. It seems, that soon after the
statute of quia emptores had concurred with other
causes, to render the testamentary power over land as
well as moveables an object of universal desire, the
• GlanT. lib. 7. c. 1.
* See Dal. on Feuds, c. 3. sect. 1, and Spellman's Remains ; aUo
_ »
GlauY. 1. 7. c. 1.
donaiio hac ab additione hceredUatis^ sicut legatum non pendet^ sed
tola morte confirmaiur donantis. It should be observed also, that
m donatio causA mortis differs from a legacy in its exemption froin
the jarisdiction of the ecclesiastical courts, 2 Vez.437 j and again
resembles it in its liability to debts upon a deficiency of assets; see
Smith V, Cason, at the end of Drury r. Smith, 1 P. Wms. 406. It
is liable to the duties on legacies, imposed by the late acts of par-
liameat ; and with the Romans it fell under the restraints of the
iex Falddia as well as legacies. They are both liable, according
to oor laws, to be defeated by creditors.
Finally it may be observed, that the fact of the gift mortis causd
Is, in our law, to be proved in the same manner as other facts are
to be proved ; whereas, in the law of the empire, it was a point
of resemblance between this gift and a legacy, that the former was
necessary to be proved by five witnesses; which wa» the number
necessary to the proof of a codicil, or any instrument of a testa-
mentary operation which was not in strictness a testament accord-
ing to its definition in the civil law.
If the gift be made and authenticated by a written instrument,
without any actual delivery, but the deed or instrument conveys
an interest to take effect absolutely in possession at the decease of
the donor, this cannot be effectuated as a donatio causA mortisy but
Uiere seems to be no reason whj^ it should not operate as a testa*
iientaiy disposition.
14 Making and publishing Wills. Chap. I
difficulty arising from the necessity of livery of seisin
ym% eluded^ by the practice of making feoffments to
uses^ over which^ by the assistance of the courts of
equity, wherein declarations and dispositions in re-
spect to those uses were carried into effect, if made
upon good consideration^ a power of disposing by
will might be exercised. And if these creations of
uses were adopted from the civil law, we may conjec-
ture that our ancestors were led more easily into the
practice^ by the notions they had previously learned
to entertain of a distinction between the legal and be***
neficial property, from their reservations oii\i^ domi-
nium directum, abstracted from the dominium utile,
in their first feudal donations.
It is well known^ however^ that by the statute 27
H. 8. c. 10. this method of virtually disposing of land
by will was disturbed. For by that statute, the use,
as ^oon as it was created, became the legal estate^
which was immediately carried to and executed in the
cestui que use, so that wills lost their operation qp the
use raised directly upon a feoffment. It was still,
however, in the power of individuals to elude the
statute, and to keep the legal separate from the bene-
ficial interest, by means of an use raised upon an use,
or a second use, which the courts construed to be out
of the reach and operation of the act, and thus trans-
ferred them to the jurisdiction of equity, under the
denomination of trusts. In a very few years after-
wards, however, an end was in a great measure put
to these artifices, by the statutes of 32 Hen. 8. c. 1.
and 34 Hen. 8. c. 5. usually called the statutes of wills.
By these statutes, all persons having any manors^
lands, tenements, or hereditaments, in possession, re*
Sect. 1 . Progress of the Law^ 15
version^ or remainder^ holden by socage tenure, or
in the nature of socage tenure, and having no lands
held in capites or by knight's service, were enabled
to devise all their lands, or any rents, commons, or
profits, out of them, to any person, in fee simple,
fee tail, for life, or for years, at their pleasure. Those
holding of the king in capite by knight's service, or
by knight's service and not in chief, or of any com-
mon person by knight's service, might devise two
parts thereof in three, and no more ; the other third
part being to descend to the heir, for satisfying the
duties of the tenure, and, therefore, the devise of the
whole land in such a case would be void. The per-
son holding any such land by knight's service in ca-
pite, and other lands by socage tenure, might devise
two parts of the whole, and no more, or any rent,
&c. out of it, at his pleasure. He that held lands of
the king by knight's service only, and not in capite,
as if a mesne lord by knight's service had also other
lands held by socage tenure, might devise two parts
in three of all the land held by knight's service, or
any rent, &c. out of it, and all his socage lands at
pleasure. But which disposing power was only to be
exercised by a will or testament committed to writing,
in the life-time of the testator.
By the conversion of military tenures into common
socage^ the statute 13 Car. 3. 34, brought the greatest
portion of the lands of this kingdom within the above-
mentioned statute^ of Hen 8. and made them dispose-
able by the last wills of such as possessed them in fee
simple. By this statute, which, as the title declares,
was ^^ for taking away the court of wards and liveries,
and tenures in capite, and by knight's service^ and
purveyance^ and for settling a revenue upon his ma-
16 Making and publishing Wills. Chap. L
jcsly in lieu thereof/* all tenures by knight's service
of the king^ or of any other person^ and by knight's
service in capite, and by socage in capite of the king,
and the fruits and consequents thereof, are taken
away and converted into free and common socage :
and it is tfiereby enacted, that all tenures thereafter to
be created by the king, his heirs or successors, upon
any grants of any manors, lands, or hereditaments,
of any estate of inheritance, at the common law, shall
be free and common socage, and not by knight 's-ser~
vice, or in capite.
But the tenure by copy of court roll, and the ser-
vices incident to the same, are untouched by this act
of Charles 2. nor do the statutes of Hen. 8. above-
mentioned extend to them, as they do not come within
the description of socage tenure. The tenure in
frankalmoign, and the honorary services of grand Ser-
jeants, other than of wardship, marriage, and the
charges incident to the tenure by knight's service,
were likewise unaffected by this act of Charles^.
The loose It appears, however, that there was something to
tion of the regret in the almost boundless facility which was given
wuii. ^ to the testamentary power, by the operation of these
statutes ; in so much that a celebrated writer has re-
marked, in speaking of the operation of the statute
* This Act made some alterations also in socage tenure. It
took away the aids pur file marier, and pur faire fitz chevalier^
which were incident to ail socage tenutes. And it relieved soc-
cage in capite from the burthen of the King's primer seizin, and
fines of alienation to the King, to both of which socage in capite
was equally liable with tenure by Knight'^ serTice. See Harg. Co.
Litt. 98. c. (3).
Sj8fif.l. Progress of the Latd, 17
of wilb^ thM experience soon shewed how difficult
&nd hazardous a thing it is^ even in matters of public
utility^ to depart from the rules of the common Iaw>
which are so nicely constructed^ and so artificially
connected together^ that the least breach in any one
of them^ disorders^ ibr a time^ the texture of the
whole. Innumemble fmilids and perjuries were quickly
introduced by this parliamentary method of inheri- •
tance > ifor so loose was the construction made upon
this act by the courts of law^ that bare notes in the
hand-writing of another person^ were allowed to be
g^ood wills within the statute.
It appears by the cases upon this statute^ that the
testament of lands and tenements ought not only to be
in writings but that it must be committed to writing
&t the time of making thereof^ or at least in the life-
time of the testator ; and that it is not sufficient to
put it into wtiting^ after the testato):'s death. But if
the will be made by parol^ and is afteirwards written,
ftnd then carried to the testator for his approbation,
and he approves of it^ it is a good will of lands^ under
the statutes of Henry the Eighth ; and it has been
held^ that if the testator^ when he declared his will
by word of mouth, had ordered the same to be writ**
ten^ and the will was accordingly written in his life-
time^ the testament was as good as if it had been writ-
ten at first. But, if a man were on his death-bed,
and another came to him, and asked him whether his
^fe should have his land, to which he answered, yes,
^r\A a clerk being present did put this into writing,
without any precedent command, or subsequent al-
lowance of the sick person, this was not a good testa-
inent of land, according to the exigency of the statute
of wills ; and if a man declared his will before wit-
18 Making and publiaMng Wills. Chap. I.
nasBes^ and sent for a notary to write it, and died be-
foie he came^ and then it was written, this was no
good will of lands, though it would have been suffi-
cient, at that time, as a nuncupative will of chattels.
But if a notary took direction from a sick person for
his will, and afterwards went away and wrote it, and
then brought it again, and read it to the testator^ who
approved of it, or if it were virritten from his. mouth
by the notary, by the direction of the testator himself,
although it were not shewn or read to him afterwards,
these were held to be valid dispositions of land, under
the statutes of Hen. 8. And further, it has been held
upon these statutes, that if a notary did only take rude
notes or directions from a sick man, which he did
agree to, and they were afterwards written fair in his
life-time, and not shewn to him again, or not written
fair till after his death, this was an effectual will to
dispose of lands'.
In the case of Laurence v. Kete', we have the sen-
timents of the judges much at large, respecting the
sufficiency of a will under these statutes. A. being
sick, said that he had devised all his lands to his wife,
-for life, and limited several remainders of several par-
cels of them, and about an hour afterwards expressed
a wish that one K. were there to write his will, where-
upon the wife, without acquainting her husband with
it^ sent for K. who, from the mouth of the witnesses
who heard the devise^ wrote the same ; but because
they differed in their testimony, touching the limita-
tions of the remainders, he wrote two wills, and this
without the privity of the husband, who, before the
* Perk, fleet. 476, 477* Dyer, 53. 72. Piowd. g45. 4 Rep. 60.
'AUeynR^.54.
Sect, 1. Progress of the Law. 19
writing was finished^ became senseless^ and presently
afterwards died»
And thereupon the following points were agreed to
by the court, and given in charge to the jury : 1st,
That an actual devise by word, is no sufficient ground
for a stranger to write the will, but there ought to be
an actual desire expressed to have the will written ;
nor is a bare wishing sufficient ; there should be an
actual willing. 2. That this desire ought to be ex-
pressed in some short space of time after the devise,
80 that it may be regarded as one continual act ; for
if the devise be made at one time, and at another time
the devisor sends for a person to write his will, a new
declaration will be necessary to make it effectual. 3.
That an actual desire of the husband that K. were
there to write his will, was a sufficient ground for the
wife to send for him, though the devisor gave no ex-
press directions to do it. 4. That the writing the will
from the mouth of witnesses was sufficient, and it need
not be from the mouth of the testator. 5.- If witnesses ^
agree as to the devise for life, the wirf stands good for
that, though they disagree as to the limitation of the
remainders. 6. Though the devisor becomes sense-
less before the will be written, yet, if it be written be-
fore he dies, it is a good will in writing. 7. If a will
continue in writing at the time of the death of the
testator, though it be lost or burned afterwards, it
stands good ; but if it be burned at the time of his
death, then the devise is void. The next day the jury
gave a verdict against the will, because the evidence
was not clear as to the testator's desire to send for K.
There was a motion for a new trial, upon pretence of
partiality in some of the jurors, but Ihe motion did
not succeed.
c e
20 Making and publishing Wills. Cnkf. t.
m
The case of Stephens v. Gerrard*, has been said to
have given rise to the clause respecting the signattcre
and attestation of wills in the statute of frauds. Some
loose sheets of paper were there produced as the will
of Sir Edward Worsley^ and a title was set up under
them in favour of his natural daughter : they were
written by one Baytibam> an attorney of Gray's Inn*
Sir Edward had not signed them^ and there was no
evidence offered to prove them published^ but that of
Baynham; whose evidence^ according to Siderfin,
made it appear^ that Sir Edward had dictated a writing
made by him^ and had caused it ^o be interlined^ and
had said that he intended to write it over again him-
self^ but that in the mean time what was written should
be his will^ though he refused at that time to sign and
publish it as such ; and the conclusion of it as it stood
was as follows^ '' in witness whereof I have put my
hand and seal to every sheet/' but in fact his hand and
seal were not put to any one sheet ; the courts ne-
vertheless^ held this to be a sufficient will^ and so the
jury found it*
Tiiese These loose constructions of the statute of wills,
strnctions which afforded such facilities to designing persons of
tuteofwiUfl practisincc upon the weakness of men on the bed of
called for . , 4. ^ . . . j
the formal siCKuess^ or of forgiilg testamcuts and supporting
imposed by them by peijury, when the lips of the party were
6th s^*° closed for ever, induced the legislature to interpose
Matnu'^of^ some additional guards for the protection of these last
frauds. ^^^ ^^^j interesting dispositions of property. By the
statute of 29 Cair. 2. c. 3. it was, therefore, enacted^
that '' all devises and bequests of any lands or tene-
ments^ deviseable either by force of the statute of wills,
or by that statute or by force of the custom of Kent,
' Si(I.315.2Kebl.l98.
qECT. 1. Progress of the Law, 21
or the castom of any borough^ or any other particu^
lar custom, shall be in writing, and signed by the
party so devising the same, or by some other person
in his presence, and by his express directions, and
shall be attested and subscribed in the presence of the
said devisor by three or four credible witnesses, or else
they shall be utterly void and of none effect/'
It is considered by Swinburn among the advantages it was aq
of a written testament, that the testator has thereby of tlie wnt.
an opportunity of concealing the contents from the that tL
witnesses, which he cannot do when he makes a nun- i^ghTbe
cupative testament. For, says he, (after enumerating from^the
many of the motives which may rationally influence ^^^^*'**«
the testator to keep those in expectancy ignorant of
his last dispositions,) in these and the like cases, aftei^
the testator has written his will with his own hand, or
procured some other to write the same, he may close
up the writing without making the witnesses privy to,
the contents thereof; and shewing the same to the
witnesses, he may say unto them. This is my last wilt
and testament; or herein is contained my last will, an4
this is sufficient,
Nor, continues \\^, is the instrument the less avail-^
able, because the witnesses do oat know what is con-
tained in the same, in case the witnesses be able to
prove the identity of the writing ; that is to say, that
the will produced, is the very same writing which the
testator in his life-time affirmed before them, to be hia
will : otherwise^ the will can have no effect through
defect of sufficient proof. The same writer, there*
fore, recommenda^ lest the will should fail for want of
sufficient proofs when the testator would not have the
contents knowui that the witnesses should write Uicir
3
«
ti Making and publishing WiUs. Chap. I
Barnes cm the back^ or' on some part of the tefitament^
or use soQfie othef means that mi^t enable them to
depose and t^tify undoubtingly^ that the same is the
very writing itself^ which the testator affirmed to be
his wilP.
iTiU ad- What Swinburn here recommends in practice, be-
Tantage * '
exirts e- came soon afterwards the law of the land, by the wise
aually un- -^
erthento- enactments of the statute of 29 Car. II. which, while
tute of
Charles, it gavc to the declaration of a man's last will the
solemn notoriety of^a triple attestation, preserved to
testators all the advantages of the written form ; for
though by the statute of Charles, the three witnesses
must sign in the presence of the testator, it is no more
necessary for them than for the witnesses who were
voluntarily called in by a testator to attest the instru-
ment in writing, under the statute of Henry the
Eighth, to be privy to the contents of the instrument.
In Peate v, Ougley ", which was after the statute of
Charles, a testator produced to the witnesses a paper
folded up, and desired them to set tlieir hands to it as
witnftses, which they all did in his presence, but they
did not see any of the writing, nor did he tell them it
was his will, or express what it was : but it was all
written with the testator's own hand. It was object-
ed, that this was not a good execution of the will
within the statute ; for that it was not enough that
the witnesses wrote their names, they ought to attest
the signing by the testator, or at least the publication
of the will ; but that the testator neither signed the
will in their presence, nor declared it to be his last
will before them. On the other side it was insistec^
'^"Swinb. on Test. part. 1. sect. 11. God. 0. L. 66.
• Com. 197. " '
Ascr. 1. Progress of the Lavf. ' ' 8S
that th^ execution was sufficient'within the statute ;
for that there was no necessity for the witnesses to
$ee the testator write his name ; and, if he wrote
these words, signed, sealed, and pyhlished as his will^
and desired the witnesses to subscribe their names to
that, it was a sufficient publication of his will, though
the witnesses did not hear him declare it to be his
tDiU. And Trevor J. inclined^ that there was suffi'*
cient evidence of the execution*
But the case of Trimmer v. Jackson * went further^
for there the witnesses were so far removed from a
knowledge of the contents, that they were actually de-
ceived as to the nature Bnd purpose of the instrument^
which they were led to believe^ from the words used
by the testator at the time of the execution, was a deed
and not a will. It was delivered as his act and d^ed ;
and the words /sealed and delivered' were put above
the place where the witnesses were to subscribe their
names ; and in consideration, as it is said, of the in-
convenience that was possible to arise in families from
its being known that a person had made his will, it
was adjudged by the court, that this was a sufficient
execution.
According to these cases it not only appears to have
been the opinion of the courts, that it was unnecessary
that the witnesses should be privy to the contents of
the will since the statute of Charles, (as it certainly
appears to have been held upon the statute of Henry
the Eighth,) but they seem to have carried the allow-
ance beyond the cases, (loose as they appear to have
been,) which were determined upon the statute of
^ Cited by Denifion J. in Wallis o. Wallis, 4 Barn. Eccl. L:i27.
2
24 Making and Publishing Wills. Chaf. I*
wills ; foT, as we learn from Swinbum^ the authorw
ties go no farther than to shew^ that one of the ad«
vantages of the written testament over the nuncupa^
tive method^ (which was still permitted, where, by
the customs of particular places, lands were devisa^
ble) was the opportunity it gave to the testator to
make an effectual will, without disclosing the contents
even to the witnesses, which was a concealment often-
times of importance to the peace of families ; but then
the identity of the will ought to be proved : and
therefore, it seems to have been a common idea with
the writers upon the subject of wills previous to the sta-
tute 29 Car. 2., that*the nature of the instrument or
writing ought to be announced or published by the
testator to the parties present
A reliance upon the security derived from the at^
testation by three credible witnesses in the presence of
the testator, may account for the little importance at-
tributed by some of the judges to the publication of
the will by the testator ; so little indeed, as to deem it
unnecessary for him to announce or declare to the
witnesses the nature of the instrument they were
to sigfn.
In the case of Wallis v, Wallis \ wherein*^ both
Trimmer v. Jackson, and Peate v. Ougley were cit-
ed, there seems to have been some doubt on the sub-
ject of publication. The case, however, though ar-
gued only at the assizes, shews the opinion of Mr.
Justice Denison, as to the necessity for the witnesses
to know what instrument they were signing, to be in
correspondence with that of Lord Mansfield, and
* 4 Bum. Ecd. L. 127.
Sect. St Progress of the Law. 25
the judges "who decided the case of Trimmer t^.
Jackson*.
Section II.
J^stamentaty Capacity.
The Statute 34 & 35 Hen. YIII which explains the or the age
power of devising lands^ excludes from the exercise takes
of it all infants^ ideots^ femes covert, and persons of ^ *^**
Bonsane memory. There has been some diversity of
opinion concerning the age at which the testamentary
capacity, as to personal estate, takes place ; but the
doctrine that it commences in males at 14, and in
females at 12, seems to he most relied on". Of
lands no person can make a will till 21, by the words
of the statute of wills,' unless by the special custom of
particular places *. And it seems that no custom can
enable a miale infant to make any will before he is
14 years of age ^
A woman whose husband is banished for life may
?Dake a Will and act in every respect as a feme sole. '
But regularly, a woman under coverture cannot Caparity
makeawill^ either of lands or goods, not even of her wom«o.
* Bat obserre wbat was said by Lord Hardwicke as to the ne-
cessity for publication. 3 Atk. 161, Ross v. Ewer.
A wUl may be written on any material^ or in any language, so
A5, If it concern property in England, it be framed with the solem*
Vatm required by the English law. Swinb. p. 4. S. 28. 1 Vern. 85.
; Harg. Co. litt. 89. b. " Godolph, Orph. Leg. ai.
• Law of Ex. 153. » 2 Vern. 104.
96 Making and Publishmg-WiUs. Chap. L
paraphernalia^ ; thoi^h these last bectMne absolutely
her's upon her husband's deaths and in the qnean time
they are not subject to his disposition by will. ' He
may however sell or give them away in his life time ;
and if he leaves an insufficiency of assets they will be
subject to the payment of his debts. * It has neverthe-
less been decided that if the husband pawn the wife's
paraphernalia and die leaving a fund sufficient to pay
all his debts and to redeem the pledges^ she is enti-
tled to have them redeemed out of bis personal estate ^ •
With the licence and consent of the husband a wife
may make testament of her own^ and it is said, even
of the husband's goods * ; but he may revoke the samey
Bot only during her life^ but^ according to Swinburn^
after her deaths before the will is proved. If^ how-
ever^ he confirm it after her deaths he can never af-
terwards depart from it. But that such an instni-
ment is entitled to be called^ in strictness^ a will^ has
been doubted and denied ^. And without such con-
sent of the husband^ the wife has no legal power of
making any testamentary disposition of her oioii pro-
perty^ not even of her debts and choses in action,
which are not divested out of her by the marriage,
and do not survive to the husband. But she may make
ker husband her executor, and if she do not, and die
in his life-time^ he is entitled to possess himself of her
choses in action, as her administrator.
In equity, however, effect is firequentty given to
the testamentary dispositions of a wife, as where the
husband stipulates that certain personal property shall
^ TOU Wr bed, wesring appird, and onuMBts of lier penoB
if suitable to ber busfaand's state and qvalitf.
^3Atk.394. W. P. Wms. 730. *3Atk.395.
"Swiab. 89. ^SAik.49.
Bect. 8, Progress of the Law. - 2T
be enjoyed by the wife separately^ it shall be enjoyed
by her with all iU incidents^ whereof the ju8 dispor
nendi is one ^ And where she has this power over
the principal^ she must necessarily also have it over
its produce and accretions \
Of the Goods and Chattels which she has as Execur
trix to another she may make an executor without her
husband's consent' ; but of such she can makr^ no -de-
vise with or without her husband's leave^ for they are
not deviseable.
Wheresbe makes a will in execution of a power,
though this is not in strictness a will^ yet it is an act
of a testamentary nature, and must be proved in the
Spiritual Court, or the legatee cannot entitle himself
in a court of law ; and the course is not to give pro-
bate of the will, but administration with the will an-
nexed, as a testamentary paper '. Before the case of
Wright V. Cadogan *, it was well established that eifeme
covert might have power to dispose of land by writing,
in the nature of a will, so as to bind the heir, by re-
serving to herself on her marriage such right by way
of trust, or a power over an use ; but, by that case,
the doctrine was carried further ; for there, articles
having been entered into before marriage whereby it
was stipulated by the husband that all the estate of his
future wife, which she then had, or which at any time
* 3 Bro. C. C. 8. Fettiplace v. Gorges.
' 2 Vera. 635 Gore v. Knight, Prec. in Ch. 255.
Ml Vin Abr. 141.
' Dongl. 707/ Stone v. Forsyth. 3 Atk. 156. Ross v. Ewer.
1 Borr 431. Jenkin v. Whitehouse 2 Bro. C. R. 392. Cothay v. Sy*
denhtm.
' 6 Bro. P. C. 156.
OS Making and Publishing Wills, Chap. II,
should descend or devolve upon her^ should be con-r
veyed to her o^vn use, and subject to her appoint*
ment, it was adjudged that an appointment execut-
ed by her in favour of her husband, and her child-
ren by him^ was a good appointment against the
heir, although no conveyance was ever executed,
nor any fine levied of the reversion \
■
Mental ^q person who is not of a reasonable mind and sane
incapacity, '■
fraud, memory can make any disposition by will : therefore
an ideot, or person deprived of his faculties by ex-
treme age ^ or by intoxication, while the paroxysm
endures, is not of testamentary capacity in the law.
For the same obvious reason a lunatic is incapable of
disposing of his property by will, except in his lucid
intervals, if they occur, and they must be calm and
clear intermissions, attended with quietness and free-
dom of mind*. If a will by a lunatic be rationally
^ See the notice taken of this case iu Doe v. Staple, 2T. R. 684.
^ 6 Rep. 23 Marquis of Winchester's case.
* A qise some tittle time ago was determined in the prorogati?e
court relati?e to the yalidity of a will which may help to illustrate
these points. A will of F. £. Esqr. was propounded by S, S. Spin*
ster, named an executrix therein, and opposed by the widow and son
of the testator.
It appeared that Mr. E. was a gentleman of respectable connec*
tions, and that family differences had produced a separation by mu<*
tual consent between him and Mrs. £« From that time Mr. £•
took up his residence in Yarious parts of England, and being in
Want of a person to superintend his domestic arrangements, he, in
May, 1806, made choice of Miss S. for that purpose. He was
9hort]y afterwards seized with a paralytic affection, from the ef«
fects of which, added to the increasing infirmities of age, he suffer^
ed gieatly. Through the interference of his son nt this juncture^
Sect, ^i Testafnentary CapacUj/, S9
drawn up^ and the nature of the disorder be such as
to afford any reasonable ground to suppose that a ]u-
a reconciliation was effected between the deceased and his wife,
and he accordingly invited her to take up her residence with him.
laOctober^ 1807, she complied with this invitation, and then
found Miss S. officiating in the snperintendance of Mr. E's. do-
mestic aiSairs ; but she quitted the house in November fallowing, in
consequence of the criminal intimacy which she suspected to exist
between Miss S. and Mr. E. Mr. £.*s health declined consider-
ably. The will, it appeared, was drawn up by the deceased, in
the summer of 1809. lie kept it by him until tlie 5th of July, 1810,
when he ordered his carriage, intending to drive to the house of his
friend C. but meeting him on the road, they returned together.
They proceeded into Mr. E's library, where he told Mr. C. he had
a favour io ask of him, as he was going to make his will, and leave
him an executor ; and pointing to a drawer in the table, said he
would find the will there, adding how necessary it was for every
body not to be without a will, but particulary for him. The will
was then produced, and purported io devise the testatcr's freehold
property to his son, subject io the settlement made on his marriage.
It%bo gave an annuity of 6001. to Miss S. and any house the testa*
tor might reside in at his death, with the furniture, plate, linen,
horses, carriages, &c ; concluding with a bequest to her of all
the rest of his personal property, and appointing her and another
aecutors. Mr. E. then desired Mr. C. to draw up the codicil,
appointing himself an additional executor, and giving him and the
other executors 5001. each for their trouble, which he accordingly
^id, and- both papers were then executed in the presence of Mr. S«
Miss S's father, and another witness.
The validity of these two instruments was opposed by the widow's
son upon the two grounds of an undue ascendancy exercised over
the testator's mind by Miss S. and his total incap&city, as well at
the time of making the will, as before and subsequent to it ; and in
SDpport of this, a variety of circumstances were adduced. It was
^ted, that Miss S. had taken advantage of the deceased's infirmity
of mind to produce a criminal connection between them ; that they
afterwards lived in open adulteiy ; that she introduced her father
uid mother into the house as inmates, and endeavoured to estrange
30 Making arid Publishing Wills. Cakv. I.
did interval may have pTevailed, the very act itself
furnishes an evidence not easily resisted of that sound
his affections as much as possible from his son, and his family ;
that they conspired together to obtain the deceased's property, and
often spoke of the will as hanng been obtained by a plot of their's,
and treated the deceased as insane, as in fact he was ; that in the
spring of 1810, he began to commit the most extravagant acts, pnr«
chasing large quantities df poultry, jewellery, &c. for which he
had no occasion, destroying the furniture, &c* about the house,
ordering dinner at a particular hour, and then insisting upon having
it, though raw, two or three hours sooner, and throwing the gra-
Ty and sauce over those at the table. Several letters, also, pom*
pously and improperly addressed, and otherwise indicative of in*
sanity, were produced, as having been written to persons with
whom he had formerly corresponded in the most accurate manner,
and by whom he was esteemed, as in fact he was till then, a man
of uncommon judgment. He was shortly afterwards placed in the
care of keepers, and in November following, axommission of lu-
nacy having' issued, an inquisition was held, and the Jury returned
a verdict of insanity without lucid intervals, from the 1st of July
preceding, five days prior to the transaction of the will. He
was then removed to Dr. Willis's, at Hozton, where he died in
October, 1811.
In reply to this, circumstances were adduced on the part of Miss
S. to shew that she possessed the confidence of the deceased, but with-
out any undue means ; that his displeasure was very great against his
fon for not coming to see him, and that he often declared Jt would
be thousands out of his way ; that Miss S's connection with the de-
ceased, far from being notorious, was hardly known, and her fa-
ther was introduced into the house to manage the deceased's farm-
ing concerns, with a salary of 401. per annum, only on account of
the deceased's good opinion of his skiU in those matters : that the
deceased continued of sound mind, managing his affairs, and
dmwing drafts on his bankers, untU the 12th of July, 1810, and
even wished Miss S. to go with him the day the will was executed,
excusing her solely on account of ill health.
• A gjreat mass of evidence was adduced in proof of these different
Sict. i. Testamentary Capacity. S 1
and disposing mind which id necessary to its validity.
As in the case of Cartwright v. Cartwright, Michael-
representations of the case on either side, and the arguments of
connsel heard at great length thereon, during three days ; it being
contended, on the one hand, that there was no proof of undue in-
fluence or coistrol over the deceased, but that the will was the spon-
taneous act of a capable testator ; and, on the other hand, that not
cmlj was an undue control proved, but also actual and positive in-
capacity, for a period long antecedent and subsequent to the mak-
bg of the will, as well as at the very time.
Sir John Nicholl recapitulated the circumstances of the case.
He was of opinion that the acts of extravagance committed by the
deceased, coupl^ with4;he verdict of the jury upon the inquisi-
tion, left no doubt of the deceased's having been afflicted with
rosanlty. Where there was, prima fade^ no pr6of of this, the pre-
somption of law was always in favour of the testamentary act;
bat when it was otherwise, the anus probandi was thrown upon the
party setting up the act ; and the question, therefore, in the present
case was, whether the papers propounded were executed by the
deceased during a lucid interval. He proceeded to an examination
of the doctrine of lucid intervals, as laid down by Lord Thurlow,
that positive proof must be shewn of the disorder having been
wholly thrown off for the time : there must be a complete lucid in-
terval applying to the particular act in question, for if there was but
a single word " sounding the folly," it was conclusive against the
presumption of a lucid interval sufficient for legal purposes. Col-
lateral circumstances, however, such as whether the act was a
natural disposition, or in favour of persons exercising an undue con-
trol, mighf considerably influence the enquiry, as they were mate-
rial to shew the probability of the act's being the spontaneous exer-
tion of the deceased's mind ; and the present case was, therefore,
to be examined upon these principles. He then entered into the
prirate history of the deceased and Miss S., observing that, with all
the court's caution In listening to the evidence of servants in the
bouse, still these circumstances must have their weight. They
were, however, strongly confirmed by the account given of the de-
ceased's incoherent correspondence ; and the very fact of hi^ wishing
his wife and son to visit him when living in a state of open prostttu-
33 Making and publishing Wills. CttA^. !•
Inas^ 1795^ before the delegates. The propositioil
of Lord Thurlow in the Attorney General v. Parn*
ther^ that where lunacy was once established by clear
* 3Bro. C.a441«
tioa with this girl was in itself a {iroof of insanity. Looking tlien^
at this evidence, it was not only sufficient to throw the burden of
proving capacity upon the parties setting up the will, but it like*
wise proved the influence they exercised oyer the deceased ; and it
would be difficult to imagine the evidence that would be sufficient
to sustain a will under such circumstances* Mr^ S« must hare
known of his daughter's prostitution ; and this, added to his gene*
ral conduct, did not go to confirm his attestation of the act in
question. Mr. J. and Mr. C. were both renouncing executors5
and had released tlieir legacies ; the latter was also the writer of
the codicil in his own fayour. It was therefore probable, that they
had expectations from the bounty of the executrix ; and though this
was not sufficient to discredit them, it must: necessarily raise the
suspicion of bias. There was no reason to belieye that the de»
ceased's declarations of having made his will referred t6 either of
the papers in question : and they had the effect of disinheriting his
son from one considerable part of his property, only to make an
unreasonable proyision for a woman with whom he liyed in public
adultery. The will itself bore strong internal marks of confusion
and irregularity, and appeared to have been copied from some other
not before the court. It was written yery irregularly, with some
names partly omitted in places, and others repeated in a yaried man*
ner, altogether shevring the deceased's confusion at the time, andy
in the language of Lord Thurlow, '^ sounding his folly." So far,
therefore, from any lucid interval being proved, there was every
presumption of the continuance of «the disorder^ a presumption con«
finned not only by the general state of the evidence, but also by
the contents and appearance of the will itself. The court was,
therefore, bound to pronounce against its validity ; and considering
the active part taken by Miss S. in this transaction, with all its at-
tendant obloquy, the court felt that it would not sufficiently mark
its disapprobation of such practices, and hold out a disconragement
of them for public example, did it not condemn her in th^ costi
incurred. Costs decreed accordingly*
\
SfiCT. n« T^estamentaty Capadly. 35
evidence^ the party ought to be regtored to as perfect
Estate of mind as he was in before his disorder^ to
make a good will^ was denied by the present Lord
Chancellor^ who observed^ that wo might suppose the
strongest mind reduced by the delirium of a fever^ or
aay other caase^ to a very inferior degree of general
capacity; and yet he might be competent to the
making of his will^ especially of personal estaite*.
And the rule b clear that there must always be the
animus testandi^ or the instrument purporting to be a
will is of no effect in the law. The partiei must
therefore be free^ and under no compulsion from such
threat or violence as may reasonably be supposed to
move a constant man. But if, when the fear is past^
or the restraint removed^ the testator confirms the
will, it is made good^ So likewise, willa procured
to be made by artful misrepresentations and fraudu*
lent contrivance, are void. And the question as to
the existence of fraud, in cases of real estate, is pro-
perly examinable in courts of law, on an issue of
devisavit vel non ; but fraud as to a personal will, be*
longs to the jurisdiction of the spiritual court.
If infancy, non sane memory, ideocy, coverture,
or duress exist at the inception of a will, it is abso*
lutely void, though the disability should happen to be
removed before the consummation by death, for there
must be a good inception, and the party must be qua-
lified when the will is made^ But if there be no dis«
ability when the will is made, a subsequent loss of
intellect will not revoke it. But the will of a woman
• 11 Vez. Jan. 11- ' Swinb. 475.
' Plow^ J43. Raym. 84. 1 Eq. Ca. Abx. 171 . 9.
D
34 Making and puhlUking JViUs. Chap.I.
is • revoked by her subsequent coverture^ as wiH be
seen in a future part of this work.
Howaf- A person attainted of treason forfeits lands and
fectcd by - '
conyiction, ^oods, and IS of course incapable of disposing of
outlawry,* them by his will. So a felon, upon attainder, forfeits
murder, the fruits of his lands for the year and the day ;. after
which they escheat to the Lord of the fee. Bat the
forfeiture of goods and chattels is absolute, as well in
felony as treason ; differing from the forfeiture of
lands in respect of its commencement, the latter tak-
ing place upon the attainder, and not before ; the
former upon the conviction. It follows, therefore,
that if the party dies, before attainder in the one case
and conviction in the other, the forfeiture is saved ;
. and his will either of lands or goods is effectual. Biit
if conviction or attainder takes place, the will of the
traitor or felon, as to his goods, by the conviction, and
as to his real estate, by the attainder, is rendered void ;
and that, although such will was made before either
the conviction or attainder. The King's pardon re-
>stores the disposing capacity, and the party may af-
terwards make his will, as if no conviction had taken
place : and it seems, that by such pardon, any will
made before conviction recovers its former force and
effect*. Though it may be doubted whether a will or
testament made after conviction, would be rendered
operative, as not having had a legal and valid incep-
tion. The will of a felo de se may, it seems, be ef-
fectual, as to his lands, because these are not forfeited
but by attainder, which cannot be in this case. But
as to his goods and chattels his will is of no effect (1).
* Swinb. 97.
%
(1) Plowd. Comm. Eng. Ed. Hales v. Petit, and obscrye the suf>«
tie grounds on which this point was there reasoned. By the early
2
. . - .... - \
Sect. 2. , Testamentary Capacity. 35
An alien enemy without the King's licence to re-
side in this Country is incapable of making any will.
But with such licence^ and an alien friend without any
such licence^ may bequeath personal estate. Either
description of alienage incapacitates for holding land^
and consequently for devising it-. But leases of houses
for habitation may be held by alien friends^ and will *
pass by their wills*.
One who is outlawed in a personal action^ forfeits his
g^oods, and is therefore incapable of disposing thereof by
his will ; but it seems he may devise his lands ''. And it is
to be recollected thatthe wills of traitors, felons, aliens^
and outlawed persons, are void only as to the King or
Lord of the Pee, who has the right to the lands or
goods, by reason of the forfeiture : the will is good as
against the testator himself and all other persons.
As the person devising or bequeathing must be one
who is capable of making a will, so the devisee or le-
gatee must also be capable of taking under it ; and if
he dies before the testator the gift vanishes. If pro-
■
' 1 Bl. Com. 37^ Harg. Co. Litt. 2 B. note 8.
* Swiob. 107.
jorispnidence of Rome a wiljl was not only not inyalidated by the
suicide of the testator, but it was not uncommon for persons to pre-
▼ent the confiscation of their property which would otherwise fol-
low upon capital punihsment by killing themseWes, and the yalida*
tion of their wills under such circumstances according to Tacitus^
Anaal. lib. 0. s» 29. was the pretium festinandi. But this pretium
festinandi was taken away altogether by the later emperors. And
the wflls of persons committing suicide were only allowed to have ef-
f&t where the act of self-destruction was occasioned by impatience
of pain or loss of reason. Cod. 1. 6. tit. 23. sect. 2«
d2
35 Making and PMi$kinjg Wills. , Chap. I.
perty be given by will to ose and his heirs or ezecu-
torg, neither the heir nor executor arc capable of
taking originally ; if the original object of the gift
be dead^ there \% no person to whom the designation
can apply \
Section III.
Estates by Custom.
Neither IT iQav be received as settled doctrine^ that wills
the stttnte ''
ofwuisnor of copyholds Stand clear of the statute of frauds aa
of frauds well as of the statute of wills. It has before been ob«
cppyhoiiUi served^ that the statutes of Henry VIII. for the full
exercise of the testamentary power required the
tenure to be in socage^ which is not the description
of copyhold tenure, and therefore^ for that reason
the statutes of wills would not apply to this descrip*
tion of estate. Ck)pyholds could not for another rea*
son, be considered as having been embraced withia
the intention of those statutes^ because their purpose
was to revive the testamentary power with certain
qualifications and restrictions, after the statute made
for carrying the possession and legal estate to the use
had either suppressed its exercise^ or driven it upon
new expedients for its preservation : But the statute
of uses had not interfered with the uses raised upon
surrenders', those being properly executed by the
admittance, which operated as a new grant thereof
by the lord pursuant to the surrender. Neither, in-
deed, could it be properly said, that copyholds were
ever devisable, for a will can have no effect upon them
I Plowd. 346. Brett v. Rigden. * 2 Yez. 257.
» •
Si;ct. S. JSsiates by Customi. S7
u ft will, 90 that it was always necessary first to pass
the estate by a surrender thereof, into the hands ot
the lord^ to such uses as the surrenderor should^ by
his kst will^ appoint^ and then his will succeed-
ed to this act as an appointment or declaration of the
use*.
By thus regarding the surrender as the mean Where-
by the lands themselves are transferred^ and the will^
as having no specific operation under the statute of
wills, but as a mere declaration of an use, or rathei"
an appointment of the person to be admitted upon the
>unrender> we see the reason (not always indeed ap-*
proved of) for holding wills of copyhold lands to be
out of the statute of frauds, there being no special
proviaion applicable to copyhold estates contained
therein. Accordingly in Carey v. Askew ""^ it was
held by Sir Lloyd Kenyon^ Master of the Rolls, that
any testamentary paper would be sufficient to pass
copyhold lands; and his Honour said, ''he hardly
expected to hear it seriously argued ; it had been held^
that a will received by the ecclesiastical court would
govern the surrender of a copyhold. It would be
removing landmarks to entertain a doubt upon the
subject. "
Lord Macclesfield"^ admitted the same doctrine as j^^^
perfectly settled in his time, though certainly not with fi^'d^^'jj^
any approbation of its reasons. He said, that it was ^^^^ >
P'ain, that as to the case which had been put of a ^^[^^
copyhold surrendered to the use of a will, and after- '^^»
wards devised by a will attested by one or two wit-
nesses, this bad been adjudged to be good, and that
* See the case of Roy^en v. Malster, 2 Roll. Rep. 383.
• 4 firowD. C. R. 6St * 2 P, Wms. «58.
98. Making and PubliBhing.WiUg. Cbaf. I'
his opinion was^ never to shake any Killed re«o£tdtofi
toucAtng' propeTttf or ike tiile of lands, it being for the
common good that these should be certain and known,
however iU-grounded the Jirst resolutioh might be ;
but if that had not been settled it might be more rea-
sonable to say, whena man has surrendered his copy-
hold to the nseof his will, a will of this copyhold shall
be so executed, and in such a manner, as by the
act of parliament a will of lands ought to be exe*
cuted .
Agreeable to which opinion of Lord. Macclesfield
was that of Lord Hardwicke in the Attorney General
D.Andrews', who, after mentioning this established
doctrine in respect to wills of copyholds, observed
that, perhaps, if those determinations were now ori-
ginally to be considered, courts of law and equity
would not have gone so fax; and. that it might be
wished it were altered, as it is snbj^ect to the same in-
. convenience as the Revise of freehold lands.
»
Same doe- l^be sentiments of Sir Joseph Jekyll seemed to ac-
JI^,Vf '" cord with those of Lord Chancellor Macclesfield, on
\ copjhow* the impropriety of going one _;'t>(/arMer than the doc-
trine had already gone in respect to the devises of
copyholds ; and, therefore, he took e distinction be^
tween a devisee of the legal estate in a copyhold,
duly surrendered to the use of the wilt of the surren-
derer, (as to which he admitted that the attestation of
witnesses was not necessary,) and the devise of a
tru^ or equity of redemption of a copyhold. This
opinion appears in a memorandum of the reporter.,
in 2 P. Wms. 259. annex^ to the case of WagstafiT,
: 1 Yet. 225.
Sjbct. 3. Estates hy Custom. • ^39
V. Wag8taff> which was as follows . — '' Memorandum
in Hil. vac. 1727^ in a cause at the Rolls^ his Ho*
nour admitted it to be settled^ that where a copyhold
in f^e is surrendered to the use of one's will, such
will, though executed in the presence of one or two
witnesses, is good, because it passes by the surren-
der and not by the will, which is only a declaration
of the use of the surrender ; but that if a copyholder
be seised only of the trust or equity of redemption of
the copyhold, and devise such trust, or equity of re-
demption, there must be three witnesses to the will ;
for here can be no precedent surrender to the use of
the. will to pass this trust ; and the trust and equity of
redemption of all lands of inheritance are within the
statute of frauds and perjuries, otherwise great incon-
venience would arise therefrom ; and it is no preju-
dice to the lord of a manor to comprise the trust of a
copyhold within that statute, because the person who
has the legal estate in the copyhold, is tenant to the
lord, and liable to answer all the services. ''
But in TufTnell v. Page, before Lord Hardwicke
in 1740, a diflFerent opinion, and which is the doc-
trine as now understood, was maintained by that
chancellor on this subject. His Lordship said, he
would consider the case in two lights — first, whether
the will of a copyholder, unattested by witnesses,
was sufficient to declare the uses of a surrender, made
to the use of a will ; and, secondly, where thdre is no
surrender, as in the case before him, whether such
a will was sufficient to pass the trust of the copyhold
lands to the plaintiff. ^
With respect to the . consideration of the question
*
to Making and publMmig W^. CuAf. t
in fhe first of these lights, his LordtUp said, that
'' where a man was wised <^ copyhold lands and inr*
rendered to the use of hi* wiU, and exenited a will,
though not attested by witnesses, yet it should direct
the nses of the snrrendet ; for the clause in the
statate of frauds and per}«ries> which required the
testator's signing in the presence of three witnesses,
and their attestation in bis presence, was confined
only to such estates as passed by the statute of wills
S4 H. 8. c. 5. wfaicli was an act to explain one made
in the dSd of the same King ; and which at the close
of the se<!tion enacted^ that the words, estate of inbe*
rUanife, in the fonoer statute, should be declared, ex-
pounded, taken^ and judged of estates of fee simple
only, which shewed plainly, that it did not e&tend to
customary estates, and had been so settled ever since
the case of the Attorney General t^. Barnea. This
was reported to % Vernon, where it was said in page
396, ^ as to such of the landa as w^re o^ybold, it
was agreed they were well appointed, they passing
by surrender and not by will, though there were no
witnesses to k."'
As to the second pmnt, whether the will in qnes*-
tion would pass the iru9i of the copyhold lands, his
Lordship said, that '' where the legal estate was in
trustees, the ce%iuy que trust consequently cot^ not
surrender, but the lands should, notwithstanding,
pass by this devise according to the general rule that
equity follows the law : for a copyhold would pass
under a will without three witnesses, or where there
were no witnesses at all ; and if this liicety was not
required in passing the legal estate, a fortiori it was
not in passing the equitable: and, therefore, the
Sicr. S. JBtiatu hy CtMem. 41
te9lvg que trust mighty by the aaroe kind of instiTu-
raent^ dupose of the trust estate^ u if be bad the
legal estate in him."
It has been doubted^ whether such testamentary ^wiietber
appointment of copyhold lands^ after a surrender to mentorde.
the uses thereof^ may not be by parol^ for if copy- of the use*
holds are not affected either by the statute of wills, or hold tur-^'
by the clause respecting wills in the statute of frauds^ ^v be
a testamentary disposition of them, as such, seems to ^|^^ui^^
be no more necessary to be in writing, than the de*
vises by the custom of particular places which ope*
rated independently of the statute of wills, and might,
after that statute, and until the statute of frauds ex<^
pressly restrained them, have been made by word of
mouth ; and if such wills of copyholds be regarded a»
mere appointments^ they are still clear of the first and
third clauses of the statute — by the exclusive wording
of the firsts and by the express exception in the last
And by a late case. Doe d. Cook v. Danvers ', it has
been determined that they cannot be regarded as
declarations of uses or trusts, so as to be within the
7tb section of the same statute.
As the attestation of three witnesses is not neces- ao attest
iary, so neither has it any efficacy in respect to copy- tipyhoid
holds ; so that if a surrender be made tp such uses as voked^by*"
the surrenderer shall appoint by his will, and he J^,|^*wUi.
afterwards make his will, executed and attested ac«
cording to the statute of frauds, such will is never-
theless subject to be revoked or republished by him
by any subsequent testamentary paper, attested by
one or two witnesses only, or without any attestation
at all*.
' 7 East, 299. I Yid. Borkitt v. Burkitt, 3 Vera. 498.
4^ Making and publ^hing WUU. Chap. I.
^^ y"y . If a surrender be made to the use of a wUI, to be
mode of
cxecutioii executed with those or any other solemnities^ it is
be pre- "^
ici^ed clear that such prescribed requisites must be strictly
Bpecttoco- complied with as in other similar cases'*.
pyholdit
moat be ob-
served.
How far Upou the wholc it is clear that although a will of
thoagh it' copyholds is said to work as a declaration or appoint-
anflppoL^ ment of the use only^ and this is the ground upon
dara«on,*" which it is held to stand clear of the clauses regard-
ti!!fquaiV*^ ing wills in the statute of frauds, yet it partakes of
^^i * the quality of a will in many essential particulars;
thus it is revocable by alteration or cancelling, and is
altogether an ambulatory instrument until the death
of the party ; so that if the appointee die in the life-
time of the testator, the devise fails; for the act re-
mains incomplete, and the instrument is without ope-
ration and mute until the testator's decease.
^olin" of' ^^^ although it seems now to be regarded as set-
^e equita- tied, that the trust or equity of a copyhold estate
iu custom- will pass bv a will not executed or attested accordinfi"
aryfree- r j o
holds must tp the statutc of frauds, upon the principle of equitas
be execu- x x x ^
ted and at- sequituv legem, and on the ground that a strictness
cording to which had been dispensed with in respect to the legal
tbe ftttttute
of frauds, estate in copyholds, ought a fortiori to be dispensed
with in respect to the trust estate in copyholds, yet a
different doctrine seems to have obtained concerning
• the equitable interest of a customary freehold, where
there exists no custom of the manor for surrendering
them to the use of a will. This was so held in the
case of Hussey v. Grills*, where Elizabeth Prowse,
being seised of a customary estate within the manor
of Stoke Climsland in Cornwall^ surrendered it to
* Vid. Cotton r. Layer, 2 P. Wms. 623. * Ambl. 299.
Sect. 3. Estates by Custom. 43
Thomas Jones and his heirs^ who afterwards declared
the trust to be for Elizabeth Prowse, her heirs, and
assigns^ and covenanted to surrender to such uses^
as she should by deed^ executed in the presence of
two witnesses, or by her last will appoint. E. Prowse
afterwards made her will on the 24th January 1753^
in writing, but not attested according to the statute
of frauds ; (but which seems to be mistakenly report-
ed (3), as the decision and reasoning of the case
plainly supposes and requires the will to have been
effectual, and consequently executed according to
the statute,) and devised the customary estate to
Margaret Archer, her. heirs and assigns for ever.
She afterwards made a codicil in her own hand-
writing, but unattested, and thereby revoked the
devise in her will of the customary estate, and gave
it to Margaret Archer for her life only, with remain-
ders over ; and the doubt was, whether the codicil
was a good revocation of the will, and passed the
customary estate.
The Lord Chancellor. Hardwicke said, that the
question was^ whether these customary estates were,
in point of convejrance or devise by will, so far like
copyholds^ that the determinations with respect to
the latter shall govern these in like manner and pa-
rity of reason. That courts ought to avoid making
large and liberal constructions to take cases out of
the statute of frauds ; which was made to ascertain
property, and the words whereof were very exten-
sive. That copyholds were not devisable by will,
nothing passing out of the surrenderer till the will
was made ; and when it was made^ the lands did not
(3) The cases in Ambler seem to be a Terjr careless ccmpilatioa*
44 Making and puhli$hmg With. Chap, t
pBMB by the will; the devisee mfght come and be
admitted on the foot of the surrender and will taken
together ; just as if the name had been inserted in
the surrender itself. That the ground of his opinion
in Tirffndl t. Page; was efuitas sequitur legem.
That castomaty freeholds and copyholds differed ex-
tremely in their nature : the latter being of a base
tenure^ and by the old common law^ held at the will
of the lord^ though now established on a more firm
footing ; customary freeholds never were of the base
kind. That Jones was a trustee^ and the legal estate
was in him. There was no evidence that there could
be in that manor a surrender of a customary free-
hi^d. It was agreed that there never was such. That
the foundation of the determination as to copyholds
was^ that the party might dispose by surrender and
will. As there was no method of passing the legal
estate of these customary freeholds in that way^ there
was no reason to hold them out of the statute. And
if the legal estate was not so^ so was not the trust.
There was somethings observed his Lordship^ arising
out of the declaration of trusty which induced him
not to make a large and liberal construction ; for as
two witnesses were required by it to the execution of
a deed, it seemed strange to think, that in case of exe-
cution by will, it might be on a loose paper, without
any witnesses at all.
Bat where It has been held, however, in the late case of Cook
custom for V. Danvers'' that such customary freeholds where
in^ these there is a custom for surrendering them to the use
estates to ot a will arc as much out of the statute of frauds as
a wm they comQion copyholds ; and it should seem that the trust
I 7 East, 299. Sup. 40.
Sect. 3. Mstgie^ Igf Custom. 45
also of such estates would, by analogy to tl^e principle ^^^J^^
of the case of Tuflfnell v. Page, be considered as out »tatutc.
of the statute.
It seems scarcely necessary, after the opinions and au eqaitm.
determination which have been produced, to observe of freehold
to the reader, that m a devise of a trtist or eqiiuaole vUed by a
estate in freehold lands, the formalities of execution ted and at-
and attestation, required by the statute, are as neces- cording to
sary to be observed as in wills disposing of the legal ^ * *^
estate. There can be no question, said Lord Mac-
clesfield ^ but that a trust of an inheritance could not
be devised otherwise than by a will attested by three
witnesses^ in the same manner as a legal estate ; for
if the law were otherwise, it would introduce the same
inconveniences as to frauds and perjuries as were oc«
casioned before the statute, by a devise of the legal
estate in fee simple.
Though the necessity of writing imposed by the wuisof
statute of Charles was already a condition of their va- ^saWe by
lidity by the statute of wills, yet this requisition of the must be in
second act was not nugatory, since lands that were uieexprea
deviseable by local custom, (for enforcing the testa- of7he*»u-
mentary dispositions whereof the register has fur- ^^^*
nished an appropriate writ",) were left untouched by
the statutes of Henry (4).
* a P. Wms. 558, ■ Ex graoi querela.
(4) But it may still in some certain cases be necessary to resort
io the custom of a place ; as where it enables an xnhni of fourteen^
or, perhaps, a feme covert^ neither of whom is capable, under the
statutes, of devising lands. Vid. 2 And. 12. where it is said that a
ntstom enabling an infant under 14, (at which age, and not beforeji
Hie law suppoees some discretion,} would not be good.
3
46 Making and publishing Wills, Chap. I.
Section IV.
Estates pur auter Vie.
THE 12th section of the statute of frauds enacts
Hs follows • — " And for the amendment of the law in
the particulars following*^ be it enacted^ that from
henceforth any estate pur auter vie shall be devisable
by a will in writings signed by the party so devising
the same^ or by some other person in his presence^
and by his express directions^ attested and subscribed
in the presence of the devisor by three or more wit-
nesses ; and if no such devise thereof be made, the
same shall be chargeable in the hands of the heir, if
it shall come to him by reason of a special occupancy^
as assets by descent, as in the case of lands in fee sim-
ple, and in case there be no special occupant thereof,
it shall go to the executors or administrators of the
party that had the estate thereof by virtue of the
grant, and shall be assets in their hands."
As by this provision of the statute of frauds these
freeholds, held for the lives of others, are made de-
viseable as fee simple estates, the statute of fraudulent
devises ^ which vacates devises of land as against
speciality creditors, has been clearly held to attach
upon this newly (1) deviseable property, in the same
' 3 and 4 W. and M. c. 14.
(1) These estates pur auter Tie, could not be derised within the
statutes 33 H. 8. c. 1. and 34 and 35 H. 8. c. 5. which last statute
explains estates of inheritance to mean estates of fee simple only.
Per Curiam, in Took v. Glascock, 1 Saund. 261. These estates of
occupancy were neither deyisable nor subject to debts before the
statute of frauds. Raggei v. Gierke, 1 Vern. 234.
Sect. 3^ Estates pur auter Vie. 47
manner as upon fee simple estates. But as the quality
of these estates may be much affected by the terms in
which they are granted, being sometimes limited to
go to the heirs^ and sometimes to the executors/ ad-
ministrators and assigns^ which may vary the result as
to the operation of testamentary dispositions^ it may
be useful to take rather a large view of their nature,
and the consequences of the several enact^nents re-
garding them.
By the common law, where a man was tenant for
the life of another, by virtue of a grant to himself
only, without mentioning his heirs, and died during
the life of him for whose life the estate was holden, in
such a case the first occupant, or he who could first
get possession of the land, was authorised to keep
such possession as long as the cestui que vie lived;
and this was called general or common occupancy.
But this title of general occupancy has given place to
the regulations of the statute 29 Car. 2. c. 3. and the'
subsequent statute 14 Geo. 3. c. SO. But by the 9th
section of the statute last-mentioned, which recites
that by the former statute it had been enacted, that
estates pur auter vie, whereof no devise should be
made, should, in case there should be no special oc-
cupant thereof, go to the executors or administrators
of the party that had the estate thereof by virtue of
the grant, and should be assets in their hands, and
that doubts had arisen, where no devise had been made
of such estates, to whom the surplus of such estates,
after the debts of such deceased owners were fully sa-
tisfied, should belong, it is provided, '^ that such es-
tates, pur auter vie, in case there should be no special
occupant thereof, of which no devise should have been
made, according to the said act for prevention of
48 JUakmg Mid pubUdung WUh. Cblp L
fnnd$ and peijurie«, or so much thereof as should
mA iiave been %o devised should go^ be applied, and
^katribttted^ in the same manner as the personal estate
4£ the testator or intestate.''
Wherever the iimitation in these f^mnts pvr auter
vie is to the grantee and his heirs, the heir at common
law is the person to take upon the death of the tenant
in the life-time of the cestui que vie, and in such a
case there never was any room for general occupancy,
4f there was any heir to take. But in what character
«r capacity he takes has been a question on which
very great lawyers have held different opinions. Lord
C, J. Vaughan in the great case of Holden v. Small-
Lord brook \ held, that if a man demised land to another,
oDinion and his heirs habendum pur auter vie, or granted a
estate rent in the same manner, though tlie heir should have
the heir by the land or rent after the grantee's death, yet he had
a proper , ^ , , , ,
fkif cut. it not as a specuU occupant (as the common expres:iion
was) ; for if so, such heir would be an occupant, which
he could not be, but he had it as heir, not of a fee,
but of a descendible freehold, and not by way of K-
mitation as a purchase to tlie heir, but by descent,
though some opinions are, that the heir took it by
special limitation, But the Chief Justice added, that
he did not see how, when land or rent was granted to
a man and his lieirs, pur auter vie, the heir could take
by special limitation after the grantee's death, when
the whole estate was so in the first grantee that he
might transfer it to whont he pleased, so as to deprive
him who was intended to take by special limitation af-«
ter the grantee's death.
This reasoning is certainly very powerful, but other
* Vavgfaan, 187»
&CT. 4. Estates pur atUer Vie* 4^
Judges^ though they have adopted the phrase of
LordVaughan^ of descendible freehold^ have adhered
to the notion of occupancy in the heir, and h^ve de-
nied the inheritable nature of this kind of estate^. ,
Thus in Low v. Barron % Lord Chancellor Talbot
held clearly that an estate to one and his heirs ]^uf
aHter Tie may be limited to A. in tail^ remainder to »
B.^ for \tk saeh cases of limitations to the heirs of the
first taker, the word heirs was only a description of
the persona to take aa special occupants during the
life of cestui que vie. These estates are not estates
tail (9), for all estates tail are estates of inheritance t»
which dower is incident, and which must be withia
the statute de donis ; whereas in this kind of estate
which is no inheritance, tJiere can be no dower,
fieither is it within the statute (s). Furthermore
an estate tail is not liable to forfeiture, or punishable
for waste, the contrary whereof is true of the estate
in question.
Again, by the same Chancellor it was held, in
Chapiin v. Chaplin ^, that where a lease is made to a
man and his heirs, during lives, the heir does not
take by descent, but as a special occupant; and
though it be called a descendible freehold, it is not
really a descent, being no more than if there had
been a designation of any person by name to
• 3 P. Wms. 362. * 3 P. Wms. 368,
(^) Therefore, if a freehold lease for lives be limited to A. an4
tlfee heirs of his body, with remainders over, A. may dispose of the
whole, and defeat the remainders, by any coiiTeyance during hit
life-dmey or, as it seems, by his will alone. Doc. dem. Blake v.
Luton 5 T. R. 280.
(3) It is plain there can be no occupant of an estate tail, because
ftone can have the estate tail but the issues of the donee, who must
tike by descent.
E
50 Makhig arid publishing Wills. Chaf. I,
enjoy the estate for three lives, after the death of
the father^ instead of the heir at law. It has been
accordingly holden^ that in such a case the parol
shall not demur^ which is always allowed in the
case of a proper descent to an infant. And it
is also to be observed^ that such a succession to this,
estate is no descent to toll an entry". Accordingly if
a disseisor make a lease to a man and hisheirs^ during
the life of I. S. and the lessee die^ living LS. the entry
of the disseisee is not thereby taken away, because he
that died seised had but a freehold, and the heirs are
added to prevent the occupant^ So that froin this
reasoning it results that this estate is not so pro-
perly a descendible freehold, as a freehold limited to
go in a course of descent ; which limitation prescribes
only who shall be the occupant, without changing the
nature of the estate into an inheritance (4). Yet Lord
Vaughan observes, that the heir of the grantee pur
auter vie might certainly recover by a writ of mort-
dancester, in case of abatement, which, he says, in-
fallibly proves the heir to take by descent, as Succeed-
ing to one who died seised as of a fee, though not
fieised in fee ; for which he cites Bracton (5). But
• Litt. Sect. 387. ' Co. Lltt. 239.^.
(4) It is true the course of succession must certainly follow the
inheritable quality of the land. Thus it has been held that where
8 lease was made to a man and his heirs, during three lires^ of
lands in Borough English, the youngest son shall inherit this de.
scendible freehold. But there the special occupancy is only regu-
lated as in the other cases, by the descriptive force of the word
heir^ taken secundum subjectam materiam. 2 Freem- 395^ 399.
Co. Litt. 110. b.
(5) Si autem fiat donatio sic, ad vitam donatoris, donatorio et
hsercdibus sv&ii si donatorius prxmoriatur haeredes ei succedent, te-
Sect. 4. Estates pur atiter Vie. 51
in Walsingham's case, in Plowden, the learned Ap-
prentice stated arguendo that the heir in such a
case should not have an assize of mortdancester^
aiid he :nras not contradicted.
If a roan graivtan annuity to another to hold to him
and his heirs for the term of another's life, and the
grantee die during the life of the cestui que vie, his heir
ehall have it, according to Littleton', who nevertheless
concludes with a quaere de ista materia. Upon which
Lord Coke observes, that in the case of land the heir
fihall have it, to prevent an occupant ; and so it is in
the case of an annuity, or of any other thing that lies
in grant, whereof there can be no occupant <6).
It is worthy of observation, that in Swinnerton's
case, in Dyer**, where a rent was granted by fine
to F. to hold to him and his assigns during the life of
Cassandra, the grantor's wife, and if it should be be-
hind, quod bene licuit dicto F. et haeredibus suis, du-
rante vita dictae Cassandras distringere, and F. devised
' Sect. 739. * Dyer, 252.
nendam ad Titam donatoris, et per assisam mortis antecessoris recu-
perabont, qui obiit ut de feodo. Bract. 1. 2. de acquirendo rerum
donunio. c. 9.
(6) At law there could be no general occapant of a rent ; as, if
a rent were granted to A. for the life of B., and A. had died, li\>
ing B., the rent would haxe determined, 2 Roll. Abr. 1 50. But
there might hare been a special occupant. Under the statute of
frauds, howerer, every estate pur auter Tie, whether corporeal or in-
coTporeal, is made devisable^ and if not devised away, is made
assets ia the hands of the heir, if limited to the heir, and if not
limited to the heir, is made assets in the hands of tl;e executors
9T 8dimiiist)r^ors of the grantee.
E 9
59 Making and pubUshn^ Wills. Chap. I.
the rent and died> living Cassandra^ Dyer was of opi«
nion that the devisee should have it^ for by the claufie
cyf distress F. had the fee simple determinable upon
the death of Cassandra ; which seems an extraordinary
opinion^ and certainly opposed by the resolution in
Chudleigh's pase^ and numerous other authorities^
wherein it has been uniformly held^ and never doubt*
ed^ that an estate to one and Ma heirs, during the life
of I. S. is but an estate for life^ upon which a remain*
der may depend. And the tJiree classes into which a
fee is distributed by the very learned reporter, in hit
own argument, in Walsingham's case, clearly ex<
eludes this estate out of any description of a fee ;
either the fee simple, the fee simple determinable^
or the base fee (7).
The question, upon the whole, seems to remain
in some uncertainty as to the triie nature of the estate
where the grant is expressly to ^ man and his beirc
pur auter vie, though the preponderance seeiAs to be
on the side of the doctrine which treats it as a free-
hold to which the heir succeeds as occupant by special
designation, $tnd not by regular title of descent,
ancxe^ There has been some controversy on the question^
bcVs^^^ui ^^^t^^r ^ lease, before the statute of frauds, to a man
occupant unj }||b exectttors during the life of another, would go
to the executor as a special occupant, Mr. Hargravt
' 1 Rep. fo, 4. b.
(7) Plowd. Com. 557. And 8«e Cro, El.- 803, where Pophani
lid, that rent granted to one and his heirs for the life of II S. shall
not be derisable by the statates 32 and 34 H. 8. for it Is no fee,
and he added, that the greater part of the Judges were of his
opinion. Qat Gawdy and Fenner contra.
SscT, 4* Estates pur auter Vie. ^
has pot this matter doubtingly in hid notes to Coke
Littleton^ where he says^ after citing some authorities
the other way^ '' however some have thought that ex-
ecutors and administrators, if named in the grants
might take an estate pur auter vie, though a freehold,
even before the statutes 29 Car. 2. c. 3. and 14 Geo. 2.
c. 30. by which they are now entitled." In Westfaling
t.Westfaling^ Lord Hard wicke declared his opinion,
that executors might take as special occupants ; and
he further added, that he thought it would be assets
in their hands. The same opinion is intimated by him
in Williams t^. Jekyl". And his reason for holding
luch estate, so limited, to be assets, was, that he
thought the executor, by force of his office, could
take nothing without its being so.
In the Duke of Devon v. Kinton (8)^ where A. hav-
ing an estate to him and his heirs for three lives, set-
tled it on his daughter and her husband for their lives,
remainder to the use of his own executors and ad^
fmdstrators, and after the death of his daughter
and her husband, devised the estate to his wife,
and died indebted by simple contract, the question
being whether the residue of the term should be nssets
to pay a simple contract creditor, it was so decreed ;
for being limited to the executors and administrators
of A. it became personal estate, and he could not de-
vise it exempt from his debts, though due by simple
contract*
^ Haifr.Co.Litt41.b.
* 3 Adu 466. "* 2 Vec. 68L
(8) 2 yeni.719. but in 2 P. WiUianu, 360, it appeftrt that tb#
ItaM was originaUj granted to tnisteas.
54 * Making andpublishing Wills. Qiap.
There appears, indeed, to have been a stronger
reason for saying that an adfninistrator could not take
as a special occupant, since the law will not suffer a
freehold to be in suspense, and a person to entitle
himself as special occupant roust enter immediately
on the death of the tenant pur auter vie, which an
administrator cannot do, though an executor may".
Whether It sccms as if the framers of the statute 29 Car. 2.
the^sarpius meant to apply the term special occupant only to the
b^nefit*;'^" AeiV, and perhaps with a cautious nicety in the use
far*thcTta- ^^ ^^c phrasc. The words, ' that in case there
ch^^n red * sAflW be no sj}ecial occupant it shall go to the executors
the nature ^^^ j^ asscts' scem virtually to include the case where
of the es- ' ^ ^ •'
ute. the grant is express to the executors of the grantee^
for if the executor cannot take as special occupant,
it is as if he had not been named, and then the sta-
tute gives it to him for want of a special occupant.
If he can take as special occupant, it seems
absurd to say that the statute could mean that in that
character he should take for his owu benefit, or^ that
if named in the grant, he should take for his own
benefit, and if not named, that then the estate should
be assets in his hands. If he should belield to take
as special occupant, by reading the words ' special
occupant' in the statute, as if they had been such
special occupant, and as applying to the heir only^
whose case liEld just been mentioned, the case of the
limitation to executors is brought fairly within the sta-
tute ; and then the construction would be, that if the
grant was not to tlte heirs, the estate should, whether
executors and administrators were named or not, go
to the executors or administrators as assets. But we
■Moor, 664. 907.
Sect. 4. Estates pur axUer Vie, 55
have seen that even if such estate limited to executors
and administrators were held to be out of the statute
altogether^ still there, is both reason and authority
for saying that by force of their office simply, the
property coming to them must be assets in their
hands.
The statute of 29 Car. 2. c. 3. makes these estates
coming to the heir by limitation^ and as special occu-
pant, for want of being devised, (and by the same
statute they can only be devised by a will attested by
three witnesses) assets for specialty creditors ; and
in the hands of the executors or administrators,
where there is no special occupant, assets for both
specialty and simple contract creditors. The statute of
14 Geo. 2. c. 20. s. 9. looking to the case where there
is no device ot occupancy, and which had been par-
tially provided for by the statute 29 Car. 2. makes
the surplus after payment of debts applicable and
distributable as personal estate. And when the
force of the words '' shall be applied and distributed"
are properly attended to, there seems to be good
ground for inferring that the legislature intended that
the executor should not retain this surplus beyond the
amount of the debts, as special occupant.
Supposing,, under these circumstances a person
to make a will, devising the residue of his person-
alty, but unattested according to the statute of frauds,
and therefore not operating immediately upon the dry
legal subject, thai being still in its nature freehold,
though at leasttoacertaincxtentundertheabove-men-
tioned statutes beneficially applicable as personalty,
what is to become, in a court of equity, of the interest
after debts paid ? Is it to go to the legatee, to the heir ,
56 Making And puhUshing Wills. Ctuw. I.
to the next of kin^ or to be retiuned by the exe*-
cutoi* ?
Such a case presents itself under two aspects : firsts
suppose that before the statute the executor was^ by
virtue of such express limitation to executors^ a spe*^
cial occupant^ and that^ the statute having enacted i^
there was no special occupant^ the estate should 'be
assets in the hands of the executor or administrator^
the case might be regarded as being out of the statute
where the executor was named special occupant;
in this view of it^ it might beccmie necessary to en-
quire what would have become of tine estate in
the hfiinds of the executor^ as such special occtt«
pant.
We have the decided opinion of Lord Gowper*
upon this subject^ who made no difBculty of holding
it to be personal estatoj though origindly granted to
a man and his heirs, if it was afterwards by him
granted to executors, though it must be remenbeMd
that when the same case was before Lord King it ap-
peared to be in trust. In Westfaling v, Wes^sding
above cited, it appears to have been also the opinion
of Lord Hardwicke, that an estate pur auter vie to a
man, hb executors, administrators, and assigns, was
assets to pay debts before the statute. And in Old-
ham v: Pickering ^ which was a case before the sta-
tute Geo. 3. (as that case is reported in Carthew)
Lord Holt seemed to entertain a degree of doubt
whether such an estate was not assets to pay legacies.
It appears indeed to have been the opinion of the an-
• ^ Vern. 719. 2 P. Wros. S80. y
» I Lord Raym. 96. Garth. 376.
Sect. 4. £8tates pur auter Vie. 57
Dotator upon the case of the Doke of Devon v. At*
kxm, ID Peere Williams^ first edition^ that there was
an equity to say^ that^ if the executor or administra^
tor took it as special occupant^ the effect of his cha-
racter as executor or administrator^ would fix upon
his legal title an equity for those who claim the per*
ional estate^ to make him a trustee.
It seems^ therefore^ that the fate of property m
circomstanced was not very well settled^ independent*
ly of the statutes of Charles 3. and George 2. We
pa'ceive too^ by the recital in the clause relatinfp to
this sulyect^ in the statute of Geo. 3. c. 14. that doubts
had existed afiter the provision by the 12th Section of
the statute 39 Cor. 3. c. 3. te to the persons to tak«
after payment of the debts^ and that the clause ia
question of the 14(h Geo. 3. was made to exclude
such doubts. By this statute of George 3. therefore
it was provided that the surplus should be applied
and distributed as personal estate. Upon which clause
the present Chancellor declared himself to have a
strong inclination that the meaning was> that the re^
sidttum of such estate was to go with the rest of the
personalty^ where there was a will^ and to the next
of kin where there was an intestacy ; and that the lan-
guage of the statute would bear this out^ for it would
be extraordinary that persons claiming by bequest
should not have been attended to^ when even upon the .
statute of Charles 3. Lord Holt doubted as to legacies.
The true state of the question in Ripley v. Wa*
terworth ^ was^ whether^ if notwithstanding the
statutes of Car. 3 and Geo. 3. tfie interest in such an
estate comes to the executor in the nature of a free*
* 7 Yez. Jan* 425.
ftS JUateing and publishing Wilis. Chap. t.
m
hold^ though by foi'ce of those statutes applicable to a
certain extent as personalty, he is not in a court of
equity so completely a trustee for the persons en-
titled to the personal estate, as that a will not attested
by thred witnessed, but disposing of the residue of the
personalty, will give to the residuary legatee, after
the debts paid, a title to call upon the executor for his
benefit. Upon this case Lord Eldon observed,' that
he could not adopt the principle of considering the
estate as personal, to the point of giving creditors a
claim upon it, without going farther. His Lordship was
of opinion, that after the debts were paid in obedience
to the statute, the character of executor still remained
in him, whether considered as special Qccupant or not :
that such character raised a trust in him, and an inter-
est in others. To the extent, therefore, of giving an
interest to all, who were in a situation to claim the
' personal estate, it was personal estate.
It is to be observed, that in such a case the heir
could have no title ; for he could only take as special
occupant, and if as special occupant, still as occupant,
and there could be no^ occupancy without a previous
vacancy, whereas the estate in the case supposed would
be full of the executor. If the executor has it, the
great question is, how he has it ? is it freehold or per-
sonal estate'? Is that which by one statute has been made
personal to the extent of being assets, and therefore
subject to be sold as such upon 9l fieri facias *, and by
another statute distributable under administration out
of the spiritual court, still to be considered as in the
nature of freehold in the hands of the executor, against
' Atkinson, v. Baker, 4 T. R. 231.
\See Olderron v. Pickering, 1 Lord R{iym. 96. Comb, 291.
Sect. 4. Estates pur auter Vie. 50
any person claiming the personal estate ? There is be«
sides great dif&qulty in saying what shall become of such
an estate with this changeling sort of character belong-
ing to it, in case of the death of the executor, if he takes
it as special occupant in the nature of a freehold. Such
a case would be surrounded with difficulties*. Since,
however, the statute uses only the expression pur auter
\ic, not distinguishing between the grant to a man's
heirs, and to his executors, in imposing the necessity
for three witnesses to validate a devise of it, the residue
in the case above alluded to would not pass strictly by
the will. But Lord Eldon vyas of opinion, that in a
court of equity the estate was to be considered as be-
longing to those who take personal estate by an equi-
ty attaching upon the character of executor as execu-
tor. And he resembled it to the case of stock which
can properly be disposed of only by a will with two
witnesses (9) ; but which, according to Lord Thur-
low, where it is not so bequeathed, devolves upon
the executor in trust for those who are entitled to the
personal estate, under the residuary bequest; the will
operating as a direction to the executor how to apply
it, though 4i was not devised by that will *.
Upon the whole, therefore, as the question now
stands, upon the authority of the much reasoned case
of Ripley X?. Waterworth, in equity at least, an es-
tate granted to a man, his executors, administrators,
• 7Ve2.445.451.
" 7 \ez. Jun. 448. 452.
(9) B7 33 Geo. 3. c. 28. s. 14. and 35 Geo. 3. c. 14. s. 16. it is
provided that all persons possessed of any share or interest in the
fonds, or any estate therein, may devise the same by will in writing,
oUedcd by two or more credible witnesses.
M Making mi publishing Witts. Chap. T
andassi^s^ for tbt Kfe of another^ though derisabla
as to the legal interest only by a will with three wit*
nesses^ is personal estate^ or in the nature of per-*
•onal estate, in the hands of the elecutor, and the be«
nefit as to the surplus belongs to the legatee under the
will as such^ though the will is not attested, so as to
pass it at law. In a word, it is personal estate as to
those claiming as creditcNTs and representatives. But
yet the essential character of the estate as a freehold
remains, as to other persons, who can only take the
legal interest in it by a conyeyance applicable to frec->
hold property.
SacnoN V.
Powers to be executed by WiU.
^^^M^ WHERE a power is giren or reserved by deed to
"^c'cuttd'* ^^ executed generally by a will, without any words ex-
i^»n>^yby pressing or importing the manner in which such will
otttuy di- is to be executed, if the subject of such power is free«
rectioDfl at u x
to the hold estate, the power will be ill executed by any will
which sacii not sigucd by the testator, and not attested by three
beexe- witucsscs by the subscription of their names in hia
maTt&eex. presence, according to all the circumstances requhred
^K4^V1 4'tfktfft -
by a will by the statute to give effect to a devise pf lands. Lord
•cmding Macclesfield, in Longford v. Eyre% much doubted
tote^f'^ whether the will in that case Would have been a
^"***' good appointment, had it not been executed pursuant
to the statute ; because, said his lordship, when a pow*
er is g^ven to appoint the uses of land by deed or will
the will must be intended to be such a one as is proper
• 1 P. Wbm. 741.
Sbct. 5. Fawers to be executed iy WtlL $1
for the dispofiitien of land^ and consequently should'
be subscribed by three witnesses^ in the presence of
the testator. For this is within all the inconveniences
which the statute of frauds was intended to prevent,
and the words m the nature of a toill, mean the same
as a will which must therefore be subscribed by wit^
nesses in the presence of the testator. And accord- And ti»e
same doc*
inff to the same chancellor^ in Wagstaff t?. Wagstaff^ trine hoid«
, , in respect
if the trust of lands be limited to such persons as a to tnut cs*
tates.
man shall by will appoint^ and the cestui-que-trust de^
vises these lands by a will executed only by two witness-
es, the will is void, and will not operate as an appoint-
ment. In confirmation of which^ it was said by Sir
John Strange^ at the Rolls, in introducing his judg-
ment in Jones v. Clough*, that '' where the owner of
an estate in land, either in law or equity, reserves to
himself a power of disposing of it to such uses as he
by will shall appoint, that must be by such a will as
within the statute of frauds would be proper for a
devise of lands ; otherwise the statute would be en-
tirely evaded. "
But if the power extends over personal as well as Bat if such
* * power ex-
real propertv, though a will made in execution of the tends to
r r J' ^ personal as
whole power should feil as to the land for want of a suf- ^e" as real
* , estate, and
ficient attestation, it may nevertheless be a good ex- the win be
, nnexeeut-
ecution of the power with respect to the personalty, ed to pass
Thus, where a man by his will had given several neverthe-
__ _ _ Iaaa ijc ef"
shares in the Sun-fire Office to his daughter, and fectnaito
after her decease to such persons as she should by ^^'^tatr
her will direct, and had also devised real and per*
sonal estate in Jamaica^ in moieties, the one moiety
to Frances for life, and after her decease, to such
persott as abe should by will direct, the other moiety
J « P. Wins. 258. • 2 Vca. 360.
02 ^Making and publishing Wills. Cuap. I.
to another person, in like manner, and the daughter, by
her will reciting that of her father, disposed of the
Sun-fire shares, and also by the same will devised the
real estate, but the will was not duly executed to pass
real estate, being attested by two witnesses only.
Lord Chancellor Thurlow held that the will being 8uf=^
ficient to pass the personal estate, was sq f ar a goo<)
execution of the power*.
It has been said that if an agreement be entered into,
to charge certain lands with a sum of money for thq
benefit of certain persons named, in such shares as ^
//uVrf person shall direct by his last will, such will neec|
not be executed as the statute requires for passing real
estate ; but if one or more having th^ inheritance in
them of certain lands, agree that one of them shall
Jiave power to charge the same with any sura by his
Jast will^ this power can only be well executed by a
will with three witnesses*. This doctrine however
seems vpry refined, and the case was one in which
compassion may have had some effect.
If the owner of an estate reserves to hjmself, or
gives to another, a power to appoint by will generally,
the execution of the power must be by a will exe-
cuted as the statute prescribes, with the regular at-
testation* of three witnesses '. But if the subject of
the disposition be personal only, then although the
power be required in terms to be exercised by will
duly executed, such words will import no solemnity
which the subject itself does not require; the wordg
* Duff V. DalzeU, 1 Bro. C. R. 147. et tide Powell v. Beresford,
9 Lord Raym. 1^83.
* Jones 9. Ciough. 2 Yei. 365. f 9 Mod. 485, by Lord Q^rdv
mc\e.
Sect. 5- Powers to be execvied hy WUU 63-
duly executed must refer to the nature of the act^ and
the nature of the thing which U intended to pass by it^
And although the subject of the power be real
estate, yet when the power is given generally, with-
out any specification or direction as to the instrument
or mode by which it is to be executed, it has beei>
doubted whether the execution of it by will must be
made as (he statute diirects with respect to rea)
estate,
In the case of Sayle v, Freeland and others re-
ported among the Chancery cases in Ventris^ and
referred to by Sir John Strange, in Jones v. Clough*,
the bill was to redeem a mortgage made by the
(ather of the defendant, or to be foreclosed. The
defendants, by guardian, answered, stating that their
grandfather was seised in fee, and made a settlement^
whereby he entailed the estate, but with a power of
revocation by any writing published under his hand and
seal, in the presence of three witnesses ; and the case
was that he made his will under his hand and seal,
wherein he recited his power (2), and declared that he
revoked the settlement ; but the will had but two wit-
nesses^ who subscribed their names, though a third was
' Poulson t^. Wellington, 633, P. Wms.
* 2 Veat. 36Q. * Vez. 365.
(2) That a power may be exercised without recitiog it. See 1
Atk. 559^ Mplton v, Hutchinson, ib.441, Robert v. Morgan. But
fee as to the question whether it will be executed by the general
words of a will. 3 Vez. jun. 467, Langham v, Nenney. 2 Bro.
C. €.297, Andrews v. Emmet. 4 Vez. jun. 60, Croft r. Slec.
M Making and publishing Witts. Cbxt. I.
actually present: the testator died^ and the hnda
descended to the father^ who made the mortgage;
the defendants claimed by virtue of the entail. But
the Chancelbr decreed^ that the mortgage money
should be paid ; and ilrst^ he said^ there was an
execution of the power in strictness, for the third
witness was present, though he did not subscribe*
But^ secondly, if there bc4 not been in strictness a
good execution of the power^ equity would help it 19
such a little circumstance^ where the owner of the
estate had fully declared his intention ; further add**
ing^ that there was a difference where a man had
power to make leases^ Sec which would charge an4
incumber a third person's estate^ which sort of
powers were to have a rigid construction ; but where
the power was to dispose of a man's own estate,
it was to have all imaginable faroar. Here^ we
observe^ that the power was to be exercised by a
icriting, and not necessarily by a will, executed in
the presence of three witnesses ; and although the
party chose to execwte the power by a writing in tiie
form of a win^ and that will not such a one as coidd hatve
a testamentary operation under the statute of frauds,
yet it was not the less a writing published siMler hand
and seal in tiie presence of witnesses. It has been
clearly held by Lord Chief Justice Hale ^ that if a
-power not requiring to be executed in that manner
were to be executed by a bargain and sale, the deed
need not be enrolled; And it may be contended on
grounds of analogy to that decision, that because the
donee ef a general power chuses to execute it by an
instrument in the shi^ of a wiH, he does not oblige
himself to make it agreeably to .the forms require^
by the statute.
Raym. 339 • logram 9. Ffetcker,
Sect. 5. Powers to be executed by Will. 65
Though a man by first passing the land by a Amancan-
iM > . not by wiU
sufficient conveyance, may empower himself to make reserve a
a future disposition thereof by a writing, with one diposingof
• 111 'It real estate
or two witnesses; and under such a power a will, or byafutora
writing purporting to be a will, if attested according w1»o?co-
to the terms of the power, will be a good instru-
mentary execution of the power (3) ; yet it has, upon
very satisfactory reasons, been determined, that a
person cannot by will enable himself to make any fu-
ture dispq^ition of land by any instrument whatever,
not executed and attested as the statute of frauds
requires, in respect to wills of lands. If a will affects
to reserve any power of disposition, such reservation
is purely negative in its effect; it does nothing ;
unless perhaps it may serve as a positive expression-
of the non-effectiveness of the will itself as to certain
(3) For ia such a case the disposition is not testamentary in its
origin^bat is to be regarded as merely supplemental to, or as direct-
ing the operation of the conveyance from which the power springs.
Bot whaterer terms the creat;>r of the power chuses to subject it
to, they roust in general be strictly compiled with. This doctrine
is well laid down in Hawkins v. Kemp, 3 East, 410. The terms
of t6e power required that the reyocation should be by deed or in-
strument in writing, executed in the presence of, and attested by,
three credible witnesses, and enrolled in one of His Majesty's courts
of record at Westminster, and with the consent of H's wife, his
father, father-in-law, and sereral trustees, being in all nine per-
ions. The C. J. said that every one of these required circum-
itances, unessential and unimportant, except as they were required
by the creators of the power, could only be satisfied by a strict and
precise performance* They were incapable of substitution, because
these requisitions had no spirit in them which could be otherwise
satisfied. See Mansell v. Mansell, Wilm. 36. See also Digges's
case, 1 Rep. 173. Bath and Montague's case, 3 Ch. Ca. 56. Kib-
bct o. Lee, Hob. 312. Thayer ». Thayer, Palm, 112. Ward v<r
LentluU, 1 Sid. 143.
66 Making and publishing Wills. Cbap. I,
subjects^ or beyond certain limits. Such lands as a
testator does not actually pass or dispose of by a pre-
sent declaration of his mind^ remain in him to be
passed or disposed of by a future conveyance or will ;
but by such only as are competent in law^ by the
perfection of their respective executions^ to the gift
or transfer of the property^ according to its nature
and requisites. And this rule obtains equally in re*
spect to legal and trust estates ; for trust estates are
as much within the statute of frauds^ with regard to
the formalities requisite to the perfection of a will^ aa
legal estates^ since the same mischiefs would follow
from the omission in the one case as the other.
If an in- It is established that an instrument^ whatever is its
•trument
be not in- form^ whether it be a deed poll or indenture^ is testa-
tended to
have effect mcntary in its operation and quality^ if it be intended
death of not to operate till the death of the party who* made
it is tetta- ' it'. The circumstance^ and not the form^ must decide
itsop!mi^ the character of the instrument. Thus^ therefore^
qu^i^, the deed in the case of Habergham v. Vincent '' could
may ^it$ huvc uo othcr Operation than as a testamentary paper ;
•^'^ and presented itself^ under this general character^ in
three distinctlights — as a codicil^*as an exercise of the
power reserved by the will — or as an integral and
original part of the will itself^ by incorporation into
its substance.
A codicil has a distinct commencement^ and though
it is said to be a part of the will, yet it becomes so by
first acting upon the will^ and in a manner drawing*
it down to the date of its own publication ; and can
* Moor 177. 3 Leon, part 4, 159, 166. Audley's case, Dy«r
160, a Greene v. R'oade, 1 Mod. 177.
" 904. And lOO Haniiold v. Habioghanii 10 Yei. Jon. 9»U
9
Sect. 5, Powers to be executed by WiU. 67
have no operation upon freehold estate, either as part
ofthe^yill, or by its own efficiency, unless it be at-
tested as the statute directs.
As an exercise of a power of appointment^ it is met Difference
, , _ , 1 1 . .« between a
by the rule, that a testator cannot by his will reserve convey-
a ri^bt to devise freehold estate by a future testamen- uses and a
tary instrument, not attested according to the statute specttothe
of frauds, however practicable this may be under the ra«^g
uses of a conveyance. Where there is a conveyance, fu^rTdit-
and a power is reserved under the uses thereof, the *^
estate is parted with, the land is gone, and the power,
which is in truth only an executory use, being colla-
teral to the land, may be limited to be executed by any
instrument whatever ; by a deed or writing, with or
without witnesses : for its specific operation is not in
question, where the terms of the conveyance reserv-
ing the power have defined the mode of its execution ;
though, as we have seen, if it be reserved to be exe-
cuted by a will in general terms, the party will be un-
derstood to have intended a proper will, according to
the statute. But by his witl, a man parts with nothing
before his death, till which time his will is ambulatory,
incomplete, and revocable ; he has the same absolute
dominion he had before ; and if by any subsequent
act he parts with any portion of his estate, whether it
be a part of that already devised, or a part affected to
be specially reserved for his future appointment, he
parts with it as owner, and not instrumentally, and
by virtue of an original,, and not a derivative
power.
As to the third point, the truth seems to be, that Every pa^
'^ . ^ per to
«very paper to which a will refers must be incorpo- ^^'<^'^*
rated original^ into the will itsdf, if real property is attested,
v2
68
Making and publishing Wills, Chap. I.
r«ren, iP it to be affected by it, or it can avail nothings unless it is
disposition itscIf cxecutcd according to the statute of frauds. And
perty,tobe further, the rule is^ that an instrument properly attest-
atestaxnen- cd, to incorporate into itself another instrument^ not
amt^t^er attested^ must describe it so as to manifest distinctly
^ntedorv^^ what the paper is that is meant to be incorporated^ in
Se^wiu,^^ such way as that the court can be under no mistake''.
cutedac^ It did uot appear to the court, in Habergham v.
tkeguSite Vincent, that the second instrument, although tes-
■ndsuc^ tamentary in its nature, could be incorporated into
^■o^cor- the will ; which referred to nothing actually in exist-
most be ence, but to an intention merely ; and it has been sufE-
distinctly
referred to cieutlv shcwu, that the will could create no power with
bed in a special mode of execution. In that case, Mr. Justice
Wilson said, that he believed it to be true, and he had
found no case to the contrary^ that if a testator in his
will refers expressly to any paper already written, and
has so described it that there can be no doubt of the
identity, and the will is executed in the presence of
three witnesses, such paper makes part of the will^
whether executed or not ; and by such reference he
does the same, as if he had actually incorporated it^
because words of relation have a stronger operation
than any other. But the difference between that case^
and the reference to a future intention, is striking :
in the former, said the judge, there is a precise inten-
tion mentioned at the time of making the will ; for
the paper makes out the* intention at the time: but
when a man declares he will in some future paper do
something, he says, he will make a will as far as his
intention is then known to himself^ but he will take
time to consider what he will do in future.
With respect, however^ to the copyhold estate^
* Smart v. Pruj^ao, 6 Tex. jun. 565.
Sect. 6. Wills charging Lands. 69
which was a subject of the dispositions in the case of
flabergham v. Vincent^ it was held quite clear, by the
Chancellor and Judges, upon the doctrine a little be*
fore stated, that as the deed poll was capable of being
regarded as a testamentary paper, it was sufficient to
pass the copyholds. And from the principles of the
reasoning just produced, as a testamentary paper it
must have operated as a codicil ; for it could neither be
incorporated into the will as an original part of it, or
operate by virtue of the power affected to be reserved
by the will
Section VI.
Wills charging Lands.
* •
WE observe, that in the above-mentioned case of By a win
Habergham v. Vincent, the counsel for the surviving cuted^"'
trustee endeavoured to maintain the competency of the uJa*^^
testator, by a will executed according to the statute, ii^ci^s%
to reserve a power of future disposition of land by an abVeVhL^-'
instrument not perfected as the statute directs, by any^num^
analogy to the case of a general charge of legacies on ^^^^
lands by a will duly executed ; whereby it has been ^,,^"^^11
held', that a testator enables himself to charc^e the subsequent
' o testamen-
land with any number of additional legacies, by a ^ «*»*?<>•
subsequent instrument not attested so as to pass «<^>*^-
lands. This, indeed, seems to be established doctrine
with respect to legacies, which Lord Hardwicke said
* Masters v. Masters, 1 P. Wms. 493. and Brudenell v. Bough-
ton, 3 Atk. 274« and see the late case of Rose v. CanniDghanii 12
Ves. Jua. 39. ^
70 Making and publishing Wills. Chap. I.
viras attended with no greater inconvenience Uma
arose from a man's charging his lands by will with the
payment of his ddfts, which^ doubtless^ would extend
to all the debts contracted during his life. It was in«>
sisted^ however^ tiiat the statute was equally defeat*
ed by the privilege of charging land with legacies <Nr
debts to any extent by an unsolemn will^ where (he
land has been generally charged by a previous attest*-
ed wiU^ as by a power of appointing reserved by
a will ; for^ as to debts it was said^ that by a bond^
creating a voluntary debt^ a testator might cifcuitous-
ly dispose of the whole value of his estate ; so like-
wise^ after having generally charged legacies upon his
estate by an attested will^ he might devise away the
whole of his property by any testamentary paper^ by
creating a charge equal to its value.
But^ in reply to this reasonings it was said^ by the
Lord Chancellor^ '' that it was supposed to be^ir Joseph
Jekyll's opinion in Masters v. Masters^ that it might be
supported as a power, reserved to the testator, to in-
crease the charge by a future act. That could not
be the ground of his opinion. There was a manifest
incongruity in*the supposition of a power, reserved
by a man's own will, which cannot begin to operate
till all power in him ceases. The observation made
by Mr. Justice Wilson was unanswerable, that it is
not a personal privilege ; and that no man can reserve
a power to act against the forms which the law haa
imposed. Therefore, if it were to pass by a testamen-
tary act, such act must have all the solemnities which
the law has directed.
€t
But in a correct MS. note in his Lordship's pot*
Sect. 6L Wills charging Lands. 71
session^ Lord Hardwicke had stated the ground of
the determination to be the analogy to the case of
debts. His Lordship added^ that the cases to ivhich
he had alluded^ were none of them cases of a pri-
mary^ substantive^ independent charge upon the real
estate^ but a charge upon it in aid of the personal^
which WHS primarily charged. Such a charge^ wheCher
for debts or legacies^ was necessarily uncertain in
extent^ not merely because the testator could not as-
certain what might be the amount of his future* en-
gagements^ but because the amount of the personal
estate was fluctuating.
'' A charge for legacies^ therefore, (his Lordship
saidj must be uncertain as to its extent ; not merely
because the testator could not ascertain what might
be the amount of his future engagements^ but because
the amount of the personal estlite was fluctuating.
Whatever affects the primary fund, varies the amount
of the charge. Therefore, though given by a will du-
ly executed, they are revocable by a will not so exe-
cuted ; for the charge upon the land was only for the
deficiency of the personal to answer the legacies. If
the legacies were taken away, the land would not be
affected. If they were increased they would affect
the real by diminishing the personal, which it was in
the power of the owner to do all his life. It was
obvious therefore, that the statute of frauds did not
affect the question as to legacies, because it did not
prevent a man from creating by will, a fluctuating
charge upon rqal, in aid of personal property. But
that, said* his Lordship, could bear no application
to a devise of the land itself, or a reserved part of
the realty not disposed of ; nor, as he conceived, to
ftmads
72 Making and publishing Wills. Chap. I,
an original charge upon the land, which he should
think could not he revoked by a second informal
will. If ever such a case arose^ it would be a new
question/'
«
A sum of Prom Brudenell v. Boufirhton V so often referred to
mooey de- • o ^
▼iwdowt in the above-mentioned case of Haberfirham v. Vin-
of land 18 ^
wart of the cent, wc coUcctthe following useful distinctions upon
equity, and .the subjcct. If a sum of mouev be given originally
■ucbdispo- V . ./ o
sition is .and primarily out of the land, such a devise requires
statute of as much the solemnities of execution prescribed by
the statute, as a devise of the land itself ; because the
money is regarded in a court of equity as part of the
land, since it can only be raised by sale or disposition
of part of the land ; and this is considered as analo-
gous to the rule of law, that a devise of the rents and
profits is a devise of the land itself. And if money be
so charged upon land by a will with the due solemni-
ties, a subsequent will unattested, or attested by one
or two witnesses only, cannot revoke or subtract the
charge. But where land is made subject to legacies
generally, such legacies are nevertheless to be consi-
dered as primarily attaching upon the{)ersonal estate^
so that if there are personal assets sufficient, the land
will be exempt, for it is only a collateral security ; and
by a consequence in reasoning, if the will be revoked
as to the personalty, the object of the collateral security
is gone, and the land remains no longer charged*
The legacies given by the first will may be with-
drawn by a second unexecuted according to the sta-
tute; and by such second will, other legacies maybe
substituted of a different amount ; or, without chang-
ing or modifying the legacies first given^ additional
* a Atk. 207.
Sect. 6. Wills charging Lands. 73
ones may be given either to the same or different *
perBons"".
If money be directed to be laid out in land^ the Bat the
i_ 1 • • -111 11 P^'so** to
person to ivnom the entire interest in the land would whom the
belong under the will^ if purchased^ may^ before the parcbased,
.. 1 i*«i 11 would b&*
investiture^ elect to take it either as money or land, long, may
i. e. as personal or real estate. If such devisee makes the llmd m
his will, and describes such interest as money, it will lonareS.*'*
pass without attestation * ; but without such indica- ^^'
tion of intention to treat it as money, it remains real^
and the will^ to pass it, must be attested ^
V
The great point to be attended to in considering: the Adirection
, ^ by will to
cases of general charge, is, that by the first will ex- «eiiiand»
for ceilain
ecuted to pass and affect real property according to the purposes,
requisitions of the statute, the land is effectually made an ultimately
auxiliary and coUateral fund to the personal property charfAcr*
in respect of legacies ; and that to this indefinite extent perty, ST"
it becomes a pledge, and impressed with the character surplus^
of personal estate. But it is to be observed, that if particuiL-
a win, properly attested, contains a direction to sell satufied"*
real estates, and out of the produce to pay legacies, "y an^^nl
such direction does not so stamp this character of per- ^^^^^
sonal estate upon the wholes or produce so complete
and ultimate a conversion of the land into personalty^
as that the surplus, after the legacies are satisfied,
may pass by an unattested codicil. To produce this To effect
effect, the testator ought, in a will executed and at- '"tc con-
" version, a
tested so as to pass freehold estate, to manifest a clear clear inten.
tion ought
intention to have the whole actually sold, or, at least, to be de.
should in such will decidedly shew that he contem- ted.
plates the surplus as personal estate, and intends to
«
* Vid. Hannis 9. Packer, Ambl. 66G.
* 3 P. Wmi. 221. note c. : Ibid.
74 Making and publishing Wills. Chap. I.
brin^ the whole within that description df property.
.To this limit the cases cited in Sheddon v. Goodrich',
seem to have carried and confirmed the doctrine.
What is not absolutely converted^ either in law or
equity^ but is only directed to be sold to answer a
particular purpose^ as to pay legacies^ for which the
testator has directed certain conveyances to be made^
retains^ as to the surplus^ its character of real estate :
for the particular purpose .to which the produce is
destined the conversion into personal estate takes
place^ but as between the personal and real represen-
tatives it remains real.
If the object for which the conversion was to be
made^ does not come into existence^ and thus no reason
arises for any conversion to answer the purposes of
the wiU^ the estate descends, in the view of a court of
equity^ as real, to the heir at law.
Such being the doctrine on this subject in a court
of equity^ it follows^ that if, after .directing an estate
to be sold for the payment of particular legacies by
a will duly executed and otteste^l^ a test^itor mighty
' by an unattested codicil^ dispose of the surplus of bis
property^ either the consistency of t^e courts of
equity^ which to other purposes have considered such
surplus as real^ or the positive restrictions of the
legislature^ would be violated.
Ifj therefore, an estate were directed to be sold,
and all the debts and legacies generally to be paid
out of the produce^ it is cle^ that this would
amount only to that sort of general charge whjch has
beea so much above considered ; and, though pecu-
niary legacies generally given by an unattested codi-
>' 8 Vc«. j™. 481.
Sect. 6. Wills charging Lands. 75
cil, would^ according to the above principles^ attach
as charges secondarily upon the land^ yet the surplus
could not €0 nomine be disposed of by such unsolemn
instrument.
But if a testator^ by a will duly executed to pass where a
bmds^ directs the whole of his real and personal es- shews'both
tate to be sold^ and out of the produce thereof certain ^V^m*-
kgacies to be paid^ and then by an unattested codicil be^equiui^T
in terms revokes his will, which revocation, from the i"mpi^.®""
want of solemnity, can only operate upon the pre- fu®"j/* ^^
out
vious dispositions of the personal estate, a very nice Sfg^^^
and curious question may arise, whether the legacies ^^^g^^jj^^®
are to be considered as gone by the partial failure of ^^\ ^ ^^^^
the fund, or as remaining charged on the real estate. ^^^^^ »»
In the above cited case of Sheddon v, Goodrich, this fo°«ity>^
but insnffi-
wasone of the points, and one on vfhich the present cientasto
rt • !• 1 1 /¥% the real for
Chancellor expressed a painful degree of difficulty want of
and doubt. The distinction stated by his Lordship tested ac
appears to be in substance as follows : the statute,
will leave
the Umd-
Where a testator, in general terms, subjects his ?*»*> »«^
real estate to his general legacies, or charges his le- charge.
gacies generally upon his real and personal property,
inasmueh as thct primary and direct source from
which the legacies are to come, will be the personal
estate (S) the land being regarded in equity as only
(2) The general rule is clear, that the personal estate is liable in
the first instanee to the payment of debts. But this general rule
sqiposes, that the engagement upon which the debt arose, was pri-
nully a personal contract ; in which case, the personal estate, as
Iwrii^ recetred the blmefit, becomes the proper fund out of which
tlM payment should be drawn ; so that if money be borrowed, or a
^flbt be any way incurred, and a mortgage made without bond or
cofeaant accompanying it, yet the mortgage makes it no more than
76 Making and publishing Wills. Chap. I.
secondarily and eventually charged as a collateral
security to the personal estate^ if the principal fund
a specialty debt in equity, and the land comes only in aid of the
personal obligation upon the simple contract.
The rule also supposes, that it was originally the personal con-
tract of the testator himself, for if an equity of redemption has de«
scended, and then the mortgage is transferred, and the heir coto-
nantstopay the money, and dies ; still as the mortgage was not ori-
ginally his, the land, upon the second descent, must bear its own
burthen, and notwithstanding such personal contract of the imme-
diate heir^ his personal assets will, vpon his decease, be only second^
ariiy liable.
The same doctrine holds if the equity of redemption comes by
purchase instead of descent. As it was not originally the debt of
the purchaser, his heir will not be entitled to be exonerated out of
his personal assets ; and the order of charge will not be xaried, if
the purchaser should covenant with the mortgagee, for still it was
not primarily his own debt, and his personal contract is considered
as being only auxiliary ; nor if he covenants with his vendor to
save him harmless from the mortgage, for still the purchaser of the
equity of redemption is considered as having boaght the estate, sub-
ject to the charge and with the burthen upon it, to which his cove-
nant has relation as to its principal, and indeed he takes upon him-
self no more by such covenant than would have been without it
laid upon him by a court of equity.
By the majority of the cases, it would appear, that when the
debt was originally the debt of the testator his personal assets will
not be exempted, except by declaration plain, or necessary implica-
tion, contained in, or i^*ising from the will ; and that mere parol
or extrinsic evidence cannot be admitted in opposition to the above
rule. It is agreed that a testator may, if he please, bequeath his
personal estate, as against his heir or devisee, clear of debts, but it
is left by the cases somewhat uncertain what mode of expression
will suffice for this purpose. However, it is settled, that merely
charging the real estate, or even creating a term for payment of
debts, is not an exemption of the personal. The personal estate
may be said to be first subject. 2. The estates devised for the pay-
ment of debts* ' 3. The estates descended, and this though th«
Sect. 6. Wills charging Lands. 9 77
is afterwards withdrawn^ the rule of accessorium se-
qiUtur principale seems to apply ; and as the land
was charged only to help the deficiency of the per-
sonal, this latter fund being wiihdrawny and not fail-
ing through insttfficiencjf , the testator must be pre-
sumed in law to have altered his will ad to the lega-
cies. But where a testator shews an intention to
bring the real and personal estates into one fund, by
directing a sale of both, and the legacies to be paid
out of the produce, he seems to have both funds
tqaally in contemplation, and not as in the other case^
(according to the construction the law puts upon the
intention,) to mean primarily and originally a mere
personal gift, to be assisted out of the real property
if the personal fails. The distinction runs into great
subtilty ; but is there any distinction^ less subtle that
will reconcile the authorities P
It seems that the effect of the statute of frauds is The conct
. . cannot me
to prevent the court from seeing the mtention of the the inten-
° tion of the
testator to dispose of the real estate (3)^ if he has not testator
with re-
spect to hU
^~~~~~~"~~"~"^~~"""~"~~~~""~"""""~~~'~""~^^"~~^^~~~^~~*" real pro-
perty, un-
less he ex-
estates are subject to a general charge for the payment of debts, presses it
4. Real estates specifically devised, subject to and generally charged eKecJted
with the payment of debts. The Reader will find all the authori- according
to the
ties on this subject in Mr. Coze's note to Evelyn v. Evelyn, 2 P. gtatute.
Wms. 659, and the note of Mr. Sanders to Galton v. Hancock^
t Atk. 438, to which may be added the cases of Hamilton o.
Worley, 2 Vez. Jun. 62. Woods c. Huntingford, 3 Vez. Jun. 120.
Bulier r. Buller, 5 Vez. Jun. 517. Waring v. Ward, 5 Vez. Jun,
670. 7 Vez. Jun. 332.
(3) Thus in Buckeridge o. Ingram, 2 Vez. Jun. 652. the Mas-
ter of the Rolls (the late Lord Alvanley) observed, "thatrhecoti/d
not read ike wiU without the word ^real,' in it; but he could say^
for the statute enabled him, and he was bound to say, that if a man, '
fey a will onatteated^ gives both real and perional estate, he never .
78 Making and publishing Wills. Chap. I.
done it with the solemnities enjoined by the statute ;
for in Sheddon v. Goodrich^ the codicil declared an
intention to make a new disposition of the real as well
as the personal ; but as it could only hare the effect^
for want of execution^ of revoking the charge of the
personal^ the land was construed^ notwithstanding the
contrary intention expressed^ to remain onerated^
upon the principle df the distinction above stated, be*
tween the case where legacies are charged upon a
mixed fund^ and where they are wholly issuable out
of the personal in the first place, the real estate being
meant only to come in aid as a supplemental and
secondary resource. And this a testator will be con-
strued to mean, unless he plainly expresses or indi-
cates a contrary intention '.
In the case of Buckeridge v. Ingram ^ where
a testator, by a will duly executed, gave an an-
nuity to his daughter, charged on all his estates,
both real and personal, and by codicil not attested,
gave his real and personal estate to his mother for
life, the personal estate only was held by this new
disposition to be dischi^rged from the annuity ; or, in
other words, the annuity was revoked as to the per-
sonal estate, but remained a charge upon the real ;
and the present Chancellor seems to have approved
of that judgment*; who says that '^Lord Alvanley,
as he understood upon conversing with him, proceed-
' Vide Ancaster v. Mayer, 1 Bro. C. R. 454.
^ 2 Vez. Jun. 653. * 8 Vez. Jun. 500.
meant to give the real at off." In Sheddon 9. Goodrich, Lord
Eldon noticed the accaracy with which Lord Alvanley nqpressed
himself a8 to that pmnt*
Sect. 6. Wills charging Lands* 79
ed upon this^ that it was not the case of a legacy
given^ as in Brudenell v. Boughton^ and that legacy
altered^ modified^ or extinguished by a subsequent
testamentary paper ; but a charge created upon two
funds; and the testator^ by a subsequent paper^
withdrew^ not the gift of the things but one of the
funds^ which by the former paper was made liable to
the payment of that charge^ still leaving a subsisting
demand ; for^ being given out of the real as well
as the personal estate^ the gift out of the real re-
mained though that out of the personal was gone ;
not because the thing given was destroyed^ but the
fund out of which it was given." If the presump-
tion of adding any thing to his Lordship's remarks
on the point in Buckeridge v. Ingram^ may be ex-
cused, it might be suggested^ that the power of dis-
tress accompanying the annuity in that case^ seem-
ed to mark the real property as an original fund
in the testator's contemplation for producing the
annuity.
In the early case of Hyde v. Hyde \ which ap- DevUe of
pears to have been the first case upon this subject^ of land
Lord Chancellor C!owper observed, that these lega- "ni, at- ^
cies charged upon land by an unattested codicil, were three wit.
not devised out of the land like a rent, but were only "*"*'*
secured by land, which before was well devised. And
the same Chancellor clearly held, that a rent out of
freehold would not pass but by a will attested by
three witnesses. Mr. Justice Buller' put the case
as to rents strongly thus, '' It is clear upon the sta-
tute, that a rent cannot pass without three witnesses ; '
for the statute says, ^ lands and tenements/ and a rent
^ I £q. Abr. 409. ' S Vez. Jun. 332.
80 Making and publishing WU1$. Chip. L
is a tenement r and if a tenement could pass without
witnesses^ it would be in direct opposition to the act. "'
Whatever comes properly within the description of a
tenement, or, to use the words of the Master of the
Rolls in Buckeridge v. Ingram", wherever a perpe-
tual inheritance is granted, which arises out of land^
Same doc- or is in anv deffree connected with, or " exerci$eable
trine as to JO ^ ^
tolls, navi- within it, it is that sort of property which the law de-
•hares, nominates real, and cannot pass without three wit-
commons,
profits of a nesses." It seems not to be doubted, therefore, but
stallage,
petty cus that tolls'", where they are not for terms of years only,
ket, fair, navigation shares^ commons, the profit of a stallage,
piscary, p^jty customs', market, fair, or piscary, which are
* the subjects of dower', are within the clauses respect-
ing the execution ,and revocation of wills. But in
Stafford %>. Buckley', Lord Hardwicke held an annuity
in fee, granted out of the 4| per cent, duties, upon
goods exported from the West Indies, to be a per-
sonal hereditament ; and in Lady Holdemess v.^ the
Marquis of Carmarthen', it was held by Lord Thur-
low, that an annuity charged upon the post-office, till
a sum to be laid out in land should be paid, was a
personal annuity ; and the inference is, that such pro-
perty may be passed by a will not attested by three
witnesses.
" 2 Vez. Jun. 663-4. " 2 Blackst. Com. 20.
* Diybutter v. Bactholomew^ 2 P. Wms. 127. Buckeridgd o. In*
gram, 2 Ves. Jun. 652.
' Mayor of Yarmouth r. Eaton, 3 Burr. 1402. Niegus o. Cool*'
ter, Ambl. 367.
« Co. litt. 19, 20. ' 2 Vdz. 170. • 1 Ro. C. R. 377.
Sect. 7. Attendant Term^ 81
Section VII.
Attendant Ttrms,
TERMS of years will pass (1) by a will unattested ; Terms tt.
but terms attendant on the inheritance^ are^ as to upon the
inherit-
the equitable interest in them^ wftnm the statute^ ance are
1 • . 1 * . 4» . • within th«
though the legal e^tote is exempt from its operation, statute.
The case of Whitechurch v. Whitechurch • will explain
this point. Edwa^ Whitechurch took a mortgage
of Batcomb Lodge from one Bisse^ for 600 years,
to commence from the makings for securing the sum
of SOOI. and interest^ and afterwards took another
security of the same lands from Bisse^ the mortgagor,
for 1000 years, in the name of another person, but
in trust for himself, to commence also from the mak«
ing. After this Edward Whitechurch purchased
the inheritance of the premises in bis own name, and
having no wife or issue male, made his will entirely
in his own hand-writing, whereby he devised the
premises to his nephew, being the son of his younger
brother Joseph Whitechurch, for his life, remainder
• 2 P. Wms. $36.
(1) But tkty cannot be created but by a will attested, because
the creation of a lorm affects the feo/ estate. The statute of frauds
takes notice of all lands devisable by the statute of wills or by the
custom of Kent, and which shews that only freeholds of inheritance
ve within it, fcr terms of years are not within the statute of wills,
nor deriasble by cattom. AttotneyGener^l v* Graves, AmbL
US.
8S Making and publishing WilU. Chip. I.
to his son Ed^yard Whitechurch, and to the heirs
male of his body for ever^ and made his brother,
Joseph Whitechurch^ his ei(ecntor and residuaiy
legatee.
It happened tliat this will^ (though intended to be
perfected as such) by reason of the testator's sudden
death, had no date^ nor any name subscribed thereto,
nor was the same attested, but the executor had
proved it in the spiritual court, and assented to the
deriseto the nephew; whereupon the elder brother's
daughter, who was heir to the testator, brought her
bill, in order to compel the executor and the devisee
to assign over the term to her.
«
It was olgected for th^ defendants^ that the execu^
tor had assented to the devise,, and that the will^
though not attested by three witaessesj was, bow*
ever, good at law to pass this term of 500 years^
which was a subsisting term, and not mei^ged in the
inheritan<?^j by reason of the intermediate term^
and which intermediate term operated as a grant of
the reversion, ^nd not as a grant ^f a future interest,
(for it was admitted^ that a future interest would not
prevent a merger) ; hut this groat jof lOQO 3Fears^
being to commence from the making, did pass the
reversion for 1000 y^ars s which was acceded to bv
the court. ^ -
« 4
M
Then if this will would pass the term at law, and
was agreeable to the intention of the party, it was
said to be very hard that equity should interpose to
disappoint the will^ especially when it was in favour
of so near a relation as a nephew of the testator^ and
one of his own name^ and all this for the sake of one
Sect. 7. Attendant Terms. 83
not more nearly related; and who, on her mar-
riage, would probably change her name. It was fur-
thermore added, that in all cases between volunteers,
(as the heir and devisee were here) he that had tha
law on his side used to prevail.
But it was decreed by the Master of the Rolls, that
as this was a term which would have attended the in-
heritance, and in .equity have gone to the heir and
not to the executor, in which respect it was to be con-
sidered as part of the inheritance ; so the will which
was not attested by three witnesses, as the law re-
quired it to be when land was to pass, should not car-
ry this term ; that though it was true, such a will
as in the present case would be sufficient to pass a
term in gross, yet it should not pass a trust of a term
attendant on an inheritance. That a will not attest-
ed as the statute of frauds requires, should not past
any es^te of which the heir, as heir, would otherwise
have had the benefit. That if the devisee of the land
had brought a bill against the executor and heir, to
have compelled the executor to consent to this devise,
a court of equity would not have decreed it for the
devisee ; and if so, the voluntary act of the execu-
tor's consenting would not alter the case, for at that
rate it would be in the power of the executor to make
it a good or a void devise, just as he should think pro-
per. Besides, the court observed, that it was the in-
tention of the testator in the present case, not to pass
the term only, but also to convey the inheritance
which was expressly disposed of by the will, to tiie
nephew for life, remainder to his first and other sons
in tail. Though as to this, it was said to be extreme-
ly hard, that because quite so much as was intended
could not pass, therefore, the devisee should be de-
a2
84 Making and puhlisking Wills. CbiCp. I.
ptlved of (hat which itiij^ht lawfully pass^ and which
was a less estate than was' intended him ; or^ because
all could not pass, therefore nothing should. How-
ever, for the above reasons, the court decreed the^er
visee and executor to join in aissigning the term to the
plaintiff, the testator's heir at law, but no costs on
either side ; this decree was afterwards affirmed on
an appeal by the Lords Commissioners Gilbert an4
Raymond.
When this cause was reconsidered on the appeal
before the Lords Commissioners Gilbert and Ray-
mond \ Gilbert Baron was of opinion, that this waa
a term attending the inheritance, and to protect the
same from intermediate incumbrances, and that an
unmerged term in the same person is in him in na«
ture of a trustee to attend the inheritance, and that it
would be very dangerous to all the inheritances in
England, if unmerged terms should be taken to be
termn in gross in the owners of the inheritances^
and pass as such.
Now, in the principal case, if this should be con-
strued a term in gross, then it was such a chattel in-
terest as might paps by the will, though all the solem-
nities required by the statute were not observed;
but if it was a term annexed unto, and attending the
inheritance, it could not pass by this will in any other
manner than the inheritance would pass. That it
had been allowed at the bar, that the term for two
thousand years was annexed to the inheritance, but it
was said, that the term for five hundred years was
not ; but no reason was given why there should be
* 9 Mod* 137.
Sficr. 7. Attendant Terms. 85
tach a difference between these two terms^ that one
ihoald, and the other should not attend the inherit-*
ance ; and certainly it could never be said with any
colour of reason^ that^ where a mortgagee of a term
of years purchased the inheritance, that such term^
when in himself and unmerged, should go and de-
scend in a course different from the inheritance ; for
it was the constant and uniform construction in that
court, that such a term shall be annexed to, and
protect the inheritance, and attend the same ; and it
would be a dangerous construction in equity to make
the inheritance and the term separate and distinct es«
tates in one person *.
But Lord Commissioner Raymond differed from
Baron Gilbert in the view which he took of this doc*
trine. He was of opinion, that where a term comes
to an executor, by implication, as a chattel interest,
or to a devisee by a general devise of all his chattels ;
or where it vests in an administrator, generally, for
want of a will ; in such cases, the heir at law would
be competent to apply to this court to have the
term assigned to another, to attend and protect the
inheritance; but that, since it w^as agreed on all
hands that the term passed at law, it was a question,
whether that court could take it from him to whom it
was expressly devised, in favour of the heir at law,
who was a volunteer as well as the devisee ?
That it was true, where a term was expressly li-
fnited to attend the inheritance^ there, though the
testator likewise expressly devised it to another, it
would not pass ; but where it attended the inherit-
I Et Tide VilUers v. Villicrs, 2 Atk. 71.
86 Making and puhlisking Wills. GhaJp. I.
atice only by construction or operation of law, or in
an equitable notion, as a term brought in and assign-
ed by creditors, or terms raised for children's portions,
or for other particular purposes ; there, if the testator
expressly devised such terms, they would pass. For
where a man had a term for years, which only by in-
tendment of law attended the inheritance, certainly
he had a power to sever such a term from the inherit-
ance ; and if he should assign it to one man, and
mortgage the inheritance to another, in such case the
term should not attend the inheritance, but it became
a term in gross ; and why should not a man have the
like power to do the same thing by will, if he thought
fit. But as in that will there was no apparent inten-
tion, that the testator designed to pass this term as a
separate interest from the inheritance, though there
were sufficient words to pass it in general ; it ^y^s to
be considered, whether such general . words should,
afterthe death of the testator, sever that term from
the inheritance^ which attended and protected it in
notion of equity, before such devise tvas made.
Com»eBti Th« distinctions taken by Lord Commissioner Ray-
tHneUid* moud may be more readily understood, by being
L^nJcom. Stated as folloti's: a term of years may have become
SLymJnd attendant upon th« inheritance after all the express
chilTch^ purposes of its crcatiofi are stttisfied, by consequence
dkir^ and operation of law ; or, aftef such satisfactiQii, it
may have expressly received this ulterior destination
by actual assignment for this piirpone. If a term be
in the predicament first above supposed^ and a,person>
having in himself such term unmerged, by reason of
an intervening reversionary term outstanding, or by
reason of the legal estate in the inheritance b^ing in
another for his benefit, expressly devises the term bj
Sect. 7. Attendant Ttrms* 87
a will capable only of passing chattel interests^ the
term will be severed from its accidental connection
with the freehold^ and will go to the derisee as a be-
neficial interest^ or, in other words, will pass in equity
ai well as at law. But if it be not so expressly de-
vised, the heir at law will be entitled beneficially to
the term for the protection of tl)e inheritance ; or,
in other words, the equity in the term will descend
as apart of the inheritance for want of an execmlion
of the will sufficient to pass freehold estates.
But supposinj^ such satisfied term to have once re*
ccivcd an express destination to attend upon the in-
heritance, then it seemed to the Lord Commissioner
to be immaterial whether it were expressly and by
name devised by the testator,, or included under a ge-
neral devise of his chattels, or suffered to devolve to
the executor or administrator; it being that judge's
opinion, that where such express limitation had been
made, it would not pass by a will unattested, though
the testator expressly devised it to another.
The whole of this doctrine of the Lord Commis^
sioner, who delivered his opinion to the effect last
above-mentioned, turned upon a distinction between
a term assigned upon an express declaration oftnist,
to attend the inheritance, and a term constructively so
attendant by implication and operation of equity.
But the case of Willoughby v. Willoughby*, has
clearly negatived any such distinction between estates
expressly made attendant upon the inheritance, and
those so considered by construction of equity. And in
(be same case it was also laid down by Lord Hardwicke^
* I T. R. 70S.
88 Making and Pubtishmg WUh. Chap. I
that the term^ in whatever manner it may have be-
come attendant^ may be difannexed and turned into
a term in gross at any time^ by the owner of the in-
heritance^ if he particularizes his intention so to disr
annex it
Section VIII.
'Hiings annexed to the Freehold.
As to Willi A WILL must operate upon the testator's proper*
thtn^'tm- ty according to the state it is found in at his death.
growing ^"^ Uulcss an actual severance has taken place in
freehcJuT. *^^ life-time of the testator^ he is incapable by hb
will^ unattested^ of devising the appendages of the
freehold, in separation from the subject to which they
adhere. And, therefore, according to Perkins, title
Devises, from whom Swinburn *has copied the dpc*
trine, those things, which after the death descend to
the heir of the deceased, and not to his executor, can-
not be devised by testament, except in cases where it
is lawful to devise lands, tenements, or hereditaments.
So the law stood before the statute of frauds, and so
I apprehend it remains in relation to the new requi-
sites to a devise of freeholds introduced by that sta-
tute. And this rule extends to things which belong
to the realty by simple annexation to the freehold
which may not be devised away by a will unattested, un*
less they were separated before the death of the testa^
tor ; of which description are doors and windows, and
even furnaces, ovens, tables and benches, if fixed and
mortised in the earth ; and so, in general, are all thos^
* Part S. sect. 6.
Sect. 8. Things annexed to tlie Freehold. 99
appendages of the fr^ehold^ which a tenant cannot re-
fflove or <lertfoy without being guilty of waste*.
^ -
If a man msed in fee of lands bequeath^ by Treet.
will sufficient only to carry personal estate, all
his trees growing upon his land at the time of his
death, such devise is void. ' But if he devise away the Cimfrow-
corn growing upon the same land at the time of his
death, such devise will be good by a will unattested.
The trees are parcel of the freehold till actually sever-
ed ; and, unless devised away by a will applicable to
freehold, descend, together with theljand^to tjie heir:
but the corn which was sown by the testator
shall go to the legatee of his personal estate, as
goods and cfaattels^ If there is no personal be-
quest which will apply to it, then an express de-
vise of the lands themselves, ^though no mention is
made of the corn, will give it to the devisee ; as the
law holds, in such case, that the intention of the tes-
tator was to pass the land, together with itS' fruits^
But if there is neither bequest of the qorn, nor de-
vise of the land, it will go to the executor or adminis-
Irator, and not to the heir •.
• ■
Thus^it has been always held, that if a manbe seis^
ed of land in right of his wife, and sow the land,
and devise the corn growing thereon, and die before
the corn be reaped, the legatee shall have the corn,
and not the wife. The reason of the law in which
part cular is, that the corn isfructus industrialism and
be who sows it hsvs a kind of property in it divided
*4 Rep. 64. and see Lawton o. Lawton, 3 Atk. 1%
• Fisher ©. Forbes, 2 Eq. Ca. Abr. 392.
'Winch 51. Cro. El. 61, 461. Roll. Abr. 727. and sec CoX o.
CodsalTB, 6 East. 604. n. * Gilb. Erid. 247.
90 Making and publishing Wills. Chap. I.
from the land gained by the very act of sowing U^.
But if one joint-tenant sows the land^ and dies before
it is reaped^ the corn survives with the land ( I )^ be-
cause he gained no exclusive property by the act of
sowing it ; for he had no exclusive property in the
land. But if A. seised of land, sow it with corn, and
then convey it to B. for life, remainder to C. for life,
and then B. die before the corn is reaped, C. shall
have it, and not the executors of B. though his es-
tate was uncertaiin, for the reason of industry and
charge fails. And if B. and C. both die, then the
lessor who sowed the corn shall have it (2) .
•rus rad . B^t the Jaw is otherwise in respect to trees, and
kerlMge. *
also the grass and herbage not separated from the
ground at the time of the death of the testator; for
this is not ftuctus vndustrialis ; and, therefore, as a
tenant for life cannot by a will properly executed to
pass freehold estate make any disposition thereof to
operate after his death, so neither can the owner of
the land in fee simple pass it in separation from the
land by a will executed only to pass chattel and per-
sonal property. And it will be the same if the na-
' Hob. 133.
(1) Cro. El. 61. Dyer, 3W; a. Butif one of the jo'mt-tenantt
•ccupies the land alone, by the consent of the other, and take* the
profits alone to his own use, it seems that if he sows the land, he
may deTise the standing corn away from the surtiror, ^frudus
^nduiifialhi aod such defisc will bo good and effectual, without
witnesses ; for it is said, that such assent to his sole occupation of
the laud amounts to a lease at will, and, as such, gives a title te
emblements ; but such assent by the compinion must be express
andpositiTe. Cro. El. 314.
(ft) Cro. El. Gl. For the doctrine u to emblements^ see Perk.
Sect. 8. Things annexed to the Freehold 91
tural product is increased by the sowing of hay-seed,
or other assistances of cultivation '.
With respect to heir-looms (S) which by custom Htie-
nave gone with a house^ they cannot be devised se-
parately by the owner of the fee simple, even by a
wiU execiUed to pass freehold estates; for the will
does not take effect till after the death of the testator ;
and by his death the heir-looms^ by ancient custom,
are vested in the heir ; and the law prefers the cus-
tom to the devise ^.
Deer in a real ancient park^ fish in a pond,
doves in a dovehouse, and things in the like situa-
tion, though personal chattels, are so appropriated
to the inheritance that they accompany the land
wherever it vests, whether by descent or purchase' :
and so the charters, court rolls, and muniments of the
estate, pass together with the land^. In like manner
monuments, coats of armour, ensigns, and escut-
cheons, go to the heir in the nature of heir-looms :
bat the owner may, during his life, sell and dispose of
these things if he please, as he may of the trees on the
estate; and he is at liberty, as being complete
owner, to do any injury to them without being ac-
countable.
Pictures, plate, books, and furniture cannot be
•Co. Litt. 185. b. * Roll Abr. 7«7,
' Co. Litt. 8. ^ Bro. tit. chattels, 18*
lect. 530. Co. Litt. 41. 45. Hob. ISi. Roll. Abr. 727. Gilb. E?ld.
MO. Com. Dig. tit. Biens, G. 1. c. 2.
<S) Loom is a word of Saxon original, ilgnifying limb or mom*
Itr. Spolm. Glolf. 277.
9t Making and Publishing WUh. Csax. I.
perpetuated in a course of descent, or made to go
with the family mansion. When they are left, as is
often the case, to be enjoyed by those who shall be
in possession of the family residence, as far as law
or equity will permit, the absolute interest, subject
to the interest for life which may be created in them>
will vest in the person who is entitled to the first
estate of inheritance, whether in tail or in fee, and
upon his death will devolve upon his personal repre^
sentatives \
Section IX.
J\Tortgages.
Mortgage, WE have seen, a little above, in the case of at-
in equit-
able eonsi. tcndant terms, an instance wherein chattel interest*
deration^
are not in land, though devisable at law bv a will not exe^
within the J ^ , ,. .
ciansei re- cuted and attested according to the statute, are frosi
wills in the the particular view taken of them in courts of equity^
fnods. deemed by those tribunals to be as much the objects
of the requisitions of the statute as estates of inheri-
tance. The converse of the doctrine holds in respect
to mortgages ; this interest being regarded in courts
of equity as entirely personal, a will unattested seems
clearly to be capable of passing the beneficial right
to the land ; so that the devisee, under such a will of
the land mortgaged, would be permitted by the court
to use the name of the heir to compel payment of the
money, or make the pledged estate his own by fore*
■ 1 Bro. C. C. 5274. 3 Bro. C. C. lOl.^ and ws tk^ Note sob-
joined to the Precedent in the Appendix -where thto proTisioa
occurs.
Sect. 9. Mortgages. W
dosore. In equitable contemplation the estate in the
laad remains in the mortgagor^ while, in respect to
the interest of the mortgagee, the land takes the
character of personalty as following the natnre of the
debt, to which it is a collateral security ; in so mnch
that if a mortgagee, after making his will, forecloses
the mortgage, or obtains a release of the equity of
redemption, the mortgaged lands will not pass inclu-
sively, under the general words, lands, tenements, and
hereditaments, contained in the will, but will go as
an acquisition, or purchase subsequent to the will,
to the testator's heir at law \
In the consideration of equity, therefore, mort-
gages do not seem, as to the beneficial interest, to
be within the words ^ lands and tenements,' in the
fifth clause of the statute; nor will such interesrt
in general pass by a devise of lands, tenements,
and hereditaments (1). But if a mortgagee by
* Vide Ca<^borne v. Scarfe, 1 Atk. 605. Sir Litton Strode v.
Lady Russell, 2 Vern. 621. Wi»n v. Littleton, 1 Vern. 3. 2 Vent,
351. 3 P. Wms. 62.
(1) 2 Vern. 621. ' L. being seized of several manors and lan^d,
and also of mortgages in fee, which were forfeited, and of a greAt
personal estate, haring no issQe, made his will, and after devising
part to his wife for .life, and other legacies, *^ gave all other his
lands, tenements, and hereditaments, out of settlement, to his ne*
phew." And one of 'the questions in the case was, whether these
mortgagev passed by the will ntider the general words, lands, tene^
menis, tind-^ktreditamMs'? tit was held by the Lord Chancellor,
the Master ef th^ {{.oils,- Lord Chief Justice Trevor, and 'Justice
Tracy, that the mortgages in fee, though forfeited when the will
we§ made, did not pass bytfaes^general words. Bat the decree ia
that emSBj as k ii stMed in the Register's book, B. 1707, fol. 510,
takei no aotiee ef any mortgages, except those whereof the testator,
9S Making and pubUaktng WiUs. Cuat. I.
» » » ♦ ,
Section X.
Election in Equity.
e?te?Siu ' IT i* to be observed^ that a will of real property,
ii not even not executed and attested as the statute directs, ia
niseacsM Classed amon&r those acts which the law holds to all
ofelietiom ^
agiOiista intents and purposes void ; so that neither courts of
jta^abene- eqaity tioir law wiU pay regard to the intention of
fit in Hut « -
persoQAi the testator, unless he has given it effect in the man-
aTmjba ner dictated by the legislature. Upon this principle
such unexecuted will is not even of force in a court of
equity to raise a case of election against a person
taking a benefit in the personal estate ^ In Hearle
V. OrMiilmiric\ D. W. devised all his freehold, copy-
bdld and real estate, whatsoever, mad wberasoeverj
and all his leasehold estate, to two' trasteet, their^
heirs^ executors, administrators and assigns, in
. ' 7 yez, jun. 372. * 1 Yet. 1 98.
unless hy ike aafiner Acrein pres<rib«4 i l»ut seeing that it would
not saffioientlj answer the intent of the legislature if confined ta
land, it adds a prolubHion as to personal estate, that it should
w>t be girto to be laid out in the purchase of lands. But waa
there d6 Mrer tray whereby the interest in land mig^t come to a
charltabia asei Money dne on niMr^vge was a charge and in-
enntbtanoe on the land, the payment of which depended on tha
pleasare and abitity of the mortgagor ; therefore, parliament had
by express words taken in that by a third clause ; the words of
i^ich^ if they did not extend to mortgages, he was at a loss to know
fbr whaifrarpose they were pat in. The meaning was, that you
shall net give to a charitable use that which is or mi^ te a oharg^
i^n laad^ though not so at the time of the gift.
3
Sect. 10. Election in Equity. 97
trusty to apply the residue^ after paying their own
charges to the separate use of his daughter M. W.^
a married woman^ during her life^ to be at her dis-
posal ; not subject to the debts or controul of her hus-
band ; her receipts to be good^ and to be permitted by
deed or writings executed in the presence of three or
more witnesses^ notwithstanding her coverture^ to give
and dispose of all his freehold^ copyhold^ and lease*
hdd estate, as she should think fit ; and he gave to the
same trustees, whom he made joint executors, his
personal estate, in trust, for the sole and separate
use of M. W., and to be at her disposal, and not
sulgeet to the debts or controul of the husband.
M. W., then under the age of twenty-one, but above
seventeen, made her will, and thereby, in pursuance
of her power in her father's will, gave 8000/. to her
daughter Mary, when she attained the age of twenty-
one; she then devised the residue of her real and
personal estate to the plaintiffs, the two Hearles^ their
heirs, executors, and administrators, for ever.
The bill was brought by the plaintiffs to have the
appointment made by M. W. of the real estate in
their favour established ; but the court considering
the wilt to be void by reason of the nonage of the
mother, adjudged it a bad execution of the power.
Then the question arose, whether the heir at law could
take the legacy of 8000/. under the will, which was
well devised, (the testatrix being of a capacity to
dispose of personalty), and at the same time claim
the kinds by descent, against the appointment, or was
pat to an election, upon the rule of not disputing a
will in any part under which you claim. And the
case for the heir was thus put at the bar. It was said,
that the rule was true, when properly understood.
98 Making and publUbing Wills. Chaf. I.
that wherever a person claims under a ivilt, and by
the same will^ properly eo^eciUed, |and or any thing
else is deyised to another^ which the testator had not
a title to, the person claiming under the will shall pot
dispute the title ; since the will manifests ih^ intent
how the whole should go ; but that this rule did not
go to mi^ke good what was in effect no will : that the
case undcir consideration was one in which there was
no will ; it was not the case of a will impeached for
want of title in the testator ; it was like a devise to a
charitable use^ since the statute ; it was not want of
title^ but want of capacity to make any will at all of
real estate.
To this distinction the Cliaqcellor seemed to accede.
His Lordship observed^ that as to the equity of the
plaintiffs from the claim of the 8p00/.^ it was truQ^ it, was
determined in Noys v. Mordaunt% that if,lanc}8 in fee
were given to one (ihild^ and to anpther lands entail-
ed, it is meant they shoiuld release to ei^ch other, and
the court had gone farther since — to the caseiof a
personal legacy. But still he was of opinion, that
this differed from all those cases^ and th^t the heir at
law was not obliged to make her electionv for. ifx the
case before him the will was void ; and ti^ inhere
the obligation arose from the ins^fficien€t/ of the^jepce-
ctUion, or invalidity of the, will, there was no.i<»is|b
where the legatee vras obliged to make an eleotian ;
for there lyas no will of the land.
« ' 1.1,*
And his Lordship put th^ case of a devise by a
testator of a legacy to his heir at law, and of
/the real estate to another; where, if the. will be
« % Vern. 5S1.
Sect. 10. Election in Eqtiify, 99
not executed according to the statute of frauds for
the real estate, the coiirt WilP not oblige the heir at
law, iipOti acccptitig- the legacy, to {^ive up the land.
That such a case differed from Noys v, Mordauht, in
the reason of the thing ; there the testator devised
Jome lands which were, and others whidi were not,
his own; arid the court feaid, that the' devisee should
suffer the lands tb pass, as if they wer6 the devisor's
own. But in the principal case, whether the lands
were the testator's own or not, they could not pass
by the will.
But in Boughton v. Boughton**, a distinction was But if in
taken as to this point, by the same Chancellor who cciittd win
determined Hearle v. Greenbank, whrdi Has l3een^ re- iegacy\o
cognized and confirmed hj dubscqiient authofitlos, uplnZmfi-
though with some feiilarks uport its refinement ind dfJ,louils!
snbtJlty. in this casd' df ']S6ughtan r. B*ongHt6n,it ^^^^
wa^'held that' A legacy to art 'heir, upon the' expr^^s li^J^^^'^
t6hdlt(6n that hd did not dUptite thfc will, wOlild put
the hdt to An 'dectiort, ditheV'td^ 'accept ihb'1'^gacy,
ar Iheiands devised axvlay', although the Av5l/vvas *n6t
executed' kccdrf'ding to the statute' Tilt 'i!*Afee'Nttig as
foBoWs : 'a freeman of London' de^vised his I'etil estate
tD'hfe youngi^r son, Stephen Boughton, Arfd'all'his
personal cstatfe aiAimg' hischildi-en j among the" refet,
1,200?. upon som^ contingencies toGi'ace, Ihedau^^h-
terof hiseldest'soh; adding thi^ dause, **^ if Miy child
or children of mine, or any in theii* right; or anjr \i^ho
may receive benefit by my will, shall any way litigate,
dispute, or controvert the whole, or any part thereof,
or the codldls thereto belbnging, or not give such dis-
chaifges as* my will requires,' or not comjfly with the
* -2 Vez. 12.
H 3
100 Making and publishing Wills. Chap. I.
whole^ and all and every condition and conditions
therein contained^ both as to real and personal estate^
such child or children^ so far as it relates to them se-
verally^ shall forfeit all claim and pretence whatever
under my will^ and shall have no more than the or-
phanage part of the personal estate I die possessed
of ; revoking what I gave to them^ I give it to my
residuary legatees ;" the testator underwrote to this
instrument an attestation in the common form^ but it
was not subscribed either by himself or by any wit-
ness : there was a codicil^ without date^ but signed by
him^ therein taking notice of and reciting^ that in
further consideration of this his last will^ he made a
codicil thereto^ and gave directions therein.
Grace^ by the death of her father^ became heir at
law to her grandfather^ and so entitled to whatever
he left to descend^ or which ought to descend^ from
the invalidity of his disposition. She being an infant
of tender years^ this bill was brought by Stephen^ the
youngest son of the testator^ and devisee of his real
estate^ in order that she might make her election,
whether she would have the 1^2002.^ or the land which
happened to descend to her ; for that she could not
claim both ; but^ if she chose the legacy^ she must
let the real estate go according to the intent. The
point is so particular, and the Chancellor's judgment
80 luminous and discriminating, that I have thought
it best for the reader to lay it before him at some
length.
His Lordship said, he was satisfied that the infant
ought not to take the benefit of the personal legacy,
without at some time or other waiving any right to the
descended hnds ; and that it was very different from
Sect. 10. [Electibn in Equity. LOl
»
Hearle v. Greenbank. The testatoF had made one
instrument^ in which he had used words^ expres-
sions^ and clauses^ relative both to real and personal
estate ; and in it was contained a clause^ importing in
words, though not by force of the instrument, to be
a devise of the real to the plaintiff, giving 1,200/.
to his grand-daughter, and taking upon him to dis-
pose of his whole personal estate among his children,
who would not be bound thereby, as he was a free-
man. He then added the express clause which was
the sole ground of distinction between this and other
cases ; and in the codicil, took notice of that very in-
strument as a will. The codicil was signed, and put
that difficulty, which otherwise might have arisen from
the imperfection of the instrument, out of the ques-
tion. But notwithstanding this, it was a will only by
force of the instrument, to pass personal estate ; for
neither the will or codicil was so executed as to pass
real estate.
The plaintiff insisted, that the defendant, having
a legacy by the will, which was undoubtedly good^
should have no l)enefit thereof, unless she suffered
the disposition of the land to take effect. In Noys v.
Mordaunt^ (which was the first case) the testator was
disposing of land. The subsequent cases, till Streat-
field V. Streatfield', were all of a devise of real estate.
Had the rule gone no furth^, but been confined to
real estate, this objection had never risen, because
the instrument must be effectual, as well to one real
estate as another ; so that if they had both been real
estates, this difficulty could never have arisen so as to
make the point come into question. Lord Talbot
• 2 Yern. 581. ' Cas. Temp. Talb. 176.
103 Making md publishing Wills. Ghap. I.
went ^ fajp ctj; wlieh* tRe wiH comprisW both real
ati(I'))efs^r)€tl estate, 'arid the land, t6 which one child
was entitled in tail, was thereby given to arttotlier,
and a personal Icg-acy to the tenant in tail, to consider
it asanimplicd intent; that whoever took by thatwill^
should comply with the whole; so that he put. tliQ
party to an election ; but neither in 'J^mkins r. Jen-
kinsj, ripr m Stre&tfteld r; Sttealfield^ was there a
qiiestiort of the defect of the instrument.
Theft 'came Hearlc' t;. Grednbank/ whidh viias th^
•
first case, in which the' difficulty attos^ wpon the rfc-
feet if* the 'instrumetttl ''In Which •to^e'Hiiopr'n^dfi
^as, that 'there ivas n^' ^ouiid'foi^ tlWieourt 'tO'imttly
a coriditiv^n ttt kbide* by b. 'wil^ of ^nrf;' Wheil • Urtre
was, in factj no >4'iB ; and that \l weald be dangerius
to broalv in iiipdnthfe^titute of frauds; by ittaklhg^ an
estkte^O ^asd'by^n irtstr^mertl ViW wffitittrtt Wpas^
real e^i^t^ ; mxd^hnV; not'bythe'Wortb'bf ttie testa^
tory Wut*ya'con*tk)!«^i*lfTpKed'by'«ort^rhct}on of the
couarfa? » tiierdf<iA^/ it dotflrf^dt *^|,^ rfoifU^iis \t warrant-
ed by^dny phce(l^m;'rSbr it «WttA 6x\Vy guessing* At the
intent oCtW testaloi^j whif tttight^leftve it \>4th'thal
very ^view/ • Rit <he iqtf*!st?dn w^6»i -whether tlie-'caie
before him did not differi^fkAn thtft by'rease^M o# th*
expregs' cJaiise iti the' will. 'It h'AU been' *ei-y 'ctthditily:
admittfed,^4liat if there Was no deWSe'tif U vtfA e^te,
but a perwnat le^<:y tiias giVi^n i^'feitr ifxpi'e«i edti*^
dition^'ithaf'the legatee •shotfld-'ttot^Wgoy i«;''^rf*«s
within' a certain' «iiric- *e* fc{*Hte5%a %''¥kl'*tfittftti
whither ioomiilg from ♦itlte^taSlfttQi' dt lW)iV^1ife i^d*M
not enjoy jtteiit on those terttVf 'ttie^a^Hs ridt^asSfti^
by force of the will^ but by the operation -of the par-
ticular clauee strpulatinfg the'condfcfen. " Ttie ifegfitee
bad it in his power either to^p^t'tvkii th^lkhd!,' or
Sect. 10. Election in Equity. 103
not; if he chose not to part with the land^ he forfeited
the condition ; for any lawful condition might be an-
nexed*
The case might be put a httle farther^ his Lord-
ship said^ (though it was almost the same as the pre-
sent) as^ suppose in the same instrument there was a
devise both of real and personal estate^ the will exe-
cuted only to pass the persona^ ^nd not the real ; but
a condition annexed that the personal legatee should
permit the jsame persons^ to whom the land was given^
to hold to them and their heirs : the condition annex-
ed would, take place^ though the devise was void as to
the lands according to the statute of frauds ; for the
legatee couIcU not talic it in contradiction to the tes-
tator's words ; and the devisie ift the principal case
amounted to the same^ as if the testator liad annexed
a condition to permit Stephen to enjoy the fend. The
court must, put a reasonable con^niction^ which wajs^
that none of the. devisees should receive any. benefit
by the will,, unless they suffered the whole instrument
to take ^effect ; not having regard to the validity or
force :of, it, according to the statute of frandB, but to
tbe.clauses and expressions used. In Haarle'T?. Green-
bank^ there was no condition expressed in the will ;
it rested singly on the construction the oo^irt was to
make, upon the implied condition that those claiming
benefit by it should suffer the whole to take effect ;
ai^d then it must necessarily refer to the validity of
the will ; for it was rightly argued^ that the will could
not be xead so as to support a disposition of real es-
tate> not being ai| instrument for that purpose.
I
Is that case^ when .tlie court was to make such a
construction by implication from the force of the in-
I
104 Making and puMtshiag Wills. Obmt. I.
strument itself, thecourtmust see the will, and could
not take notice that it was a will of real estate : but
in the case before him, where there was such a con- '
dition annexed to a personal legacy, the court must
consider every part of that legacy, whether it had re-
lation to Beat estate or not You must read the whole
will respecting the personal legacy, let it relate to
what it will ; which was ^ substantial difference, his
Lordship said, and would prevent his going so far as
to break in- upon the statute of frauds, and at the
same time would (itlain natural justice, which re-
quired, aB far as might be, such construction to be
made, otherwise the intent of the testator might be
overturned^
But as there: might be a difficulty how to carry the
will' into^ execution, (for being an infant of tender
y«ears, she could not judge for herself, nor could the
master judge for her, -it being on several contingen-
cies^* 00 that until she came of age, no eFectton could
be made,) his Lordship said, the plaintiff must till
she attained her age receive the rents and profits of
the estate, subject to further order of the court, but
must be restrained firom committing waste. If the in-
fant should elect to have the land, then whatever the
plaintiff should be entitled to as his orphanage part
of the testator's personal estate, would be liable to
make satisfaction for what he should have received
out of the rents and profits of the real, as the court
should direct.
The distinction taken by Lord Hardwicke, between
the cases of Hearle v. Greenbank, and Boughton v.
Boughton, was recognized and adopted by Lord
Sect. 10. EkdUm m Mqmty. la
Kenyon, in Carey t). Askew (1)^ and of which the
Chancellor gave the following account, as to the point
now nnder consideration^ from his own note. *' I have
looked at my own note of Carey v. Askew. Lord
Keayou there said, the distinction was settled, and
was not to be unsettled, that if a pecuniary legacy
was bequeathed by an unattested will^ under an ex-
pres^ condition U>^e up a real estate^ by that un-^
attested will attempted to be disposed of, such Condi*
tion being expressed in the body of the will^ it was a
case of election, and he could not take the legacy
without complying with the express condition. But
Loni Kenyon also took it' to be settled, as Lord Hard-
wicke has adjudged, that, if there was nothing in the
will, but a mere davise of real estate^ the will was not
capable of being read as to that part ; and unless the
legacy was given so that the testator said expressly,
that the legatee should not take, unless that condition
was eomphod <with^ it was not a case t>f election. The
reason ' of that distinction, if it were re$ mtegra, is
qaestionable.
r ' • .^
. ... - ' c.
(1) Tba aa^ 19 .reported }n % Projyrn, CC M;,)lmt the point
under consideration in the text onlj appears to liaTe made a part
of it, bj the notes of it referred to by the connsei for the heir at
Itw, tad by \M Chancellbr, in Sheddon 9. Goodrich, 8 Yet. jun.
48i. ' '•
f .. *
r ^ ^
• '
106 Making and publishing JfUls, Chap. I.
Section XI.
Signature and Subscription..
Of ift^jsij- IT shall be my next business to enquire into the
nature of -^ ^
the testa- state of the law on the essentials held requisite in
tor, and * •
^hesub- regard to the signature of the testator^ and the sub-
of the wit- ^cription of the witnesses. The formalities required
nesses.
are/ Ist, that the will be in writing; — 2A, that it be
signed by the devisor^ or some other in his presence^
and by his direction; — and Sd^ that it be attested
and subscribed in his presence^ by three or more
credit^e* wiftnesses,
»
M^ffident* ^^ *^^^ language made use of by the legislature^
signing, were tofbe understood in its natural and usual sense^
it wpuld seem that there could be no great content
tioii in regard to the meaning of the words ^ shall be
signed by itbe devisor/ which are generally considered
as importing the actual and formal subscription of
the name of the party at the bottom of the inistru^
ment. And by directing this to be done in the pre-
sence of three witnesses^ the statute at first view
. seems to require that the attestators should have
ocular evidence of the act of signing performed by
the testator.
Very soon, however, after the legislature had
thought fit to place these guards about a dying man^
in this last and important act, courts of justice yield*
ing to the popular bent towkrds freedom and facility
in all alienations of property, instead of strictly exe*
cuting the intention of parliament, seem to have
■ ^
studied to frustrate its caution.
Sect. 11, Signature and Subseriptian, 107
In the case of Lemayne v. Stanley (1), which \ira8 f/J*^*j^^^t.*
determined about four years ^fter the statute was ^.c'*"!'* .^
•^ signiDff if
passed, the solemnity of siffninff was treated with awiiibc
* ' . . written by
very little regard. StanWyj seised in fee, wrote atestatori
, . ®^" hand,
his will with his own hand, beginning thus, '' In the with bis
name of God, Amfen. 1, John Stanley, make this tny scrtea.
last will. an(} testament/- and he thereby devised the
lands in question^ and put his seal, but did not sub-
scribe his name; but three witnesses subscribed the
will in his presence. And whether this was a good
)vill te pass land within the statute of frauds was the
question. After several arguments, it was adjudged
by the whole courts consisting of North Chief Justice,
and Wyndham, Levinz, and Charlton, Justices, to
be a good will; for being written by himself (2), and
Im name, being in the will, it was a sufficient signing
witbio the statute, which did not appoint where the
will should be signed, at the top, bottom, or margin,
andtliat therefore a signing in any part was sufficient.
And soon after, in the 37th year of the same King,
the doctrine was stated still more loosely by Lord
Chief Justice Jdferies, who the report* says, seemed
to hold, tiiat a: will written all by a testator's own
hand, and acknowledged in the presence of three
(rediblo witnesses, would be Avithin the intention of
■ Anon. Skin. 227.
i>
(1) 3 Jjer. 1. ; ^nd again in tlie case of Hilton v. King, Lord
North and I.ev.tnz agreed^ that it was immaterial^ irhcdier the sign-
ing be at the top or botitom of the vill, foi* the statute doth not say
subscribed, bi^t signed by the testator.
(2) The Emperors Theodosius and Valentin iaa allowed CYory
I
holograph testament to be a\ailablc, though made without wit-
nesses* NoTell. Thcod. lib. 2. tit. 4.
106
Making and publishing Wills. Chap. I.
But if the
testator be-
ftiittosiga
iaregnitr
ybrm,and
doesDot
complete
ity the BtMr
tDte, as it
seems, is
not satis-
fied.
the statute^ though it were not signed by him accord-
ing to the words of the act. And this doctrine has
been acceded to as settled whenever it has since come
under consideration. So in Stokes v. Moor^ the
case of an agreement was said to be like that of
wills, upon which it was said to have been deter-
mined, that the testator's writing his name in the
introduction of the will, was a good signing within
the statute. And in the late case of Coles v. Tre-
cothic (3), Lord Eldon took notice, that it had been
often held in respect to wills, that if a testator begins
his will with the formal introduction of '^ I, A. B. do
make this my last will,'' it was a sufficient signing.
In Right V. Price ^ there was an appearance of
greater strictness. According to which case it ap-
pears that if the testator shews an intention to sub*
scribe the will in regular form, by beginning to
write his name at the bottom, but being over-
taken by weakness or incapacity, before he has
completed such intention, he becomes incapable
of executing his purpose, the will is not suffi-
ciently signed within the act. In that case, a will
had been prepared in five sheets, and a seal affixed to
the last, and, likewise, the form of attestation vms
*
* Dougl. 341.
^ 1 P. Wms. 771. note and Tide snpra, m.
(3) 9 Vez. jun. 249. — But his Lordship seemed to think, that
for this formal introduction to be a sufficient signing, it^tfhould be
one simultaneous act, and that the whole act or intended instru*
ment should be in the contemplation of the testator at the time of his
writing such formal introduction. And in this Tiew it may deierra
consideration, how far, if a will be written on diifeient pieces of
paper, or at different times^ such a formal beginning will be equi*
Talent to a regular signihg.
Sect. 1 1 . Signature and Subscription. 109
written upon it^ and the will was read over to the
testator^ who set his mark to the two first sheets^ and
attempted to set it to the third ; but being unable
from the weakness of his hand, he said, '' he could
not do it, but that it was his will." And on the
following day, being asked if he would sign his will,
he said, '' he would," and attempted again to sign
the two remaining sheets, but was not able to do it.
The case was decided upon another ground, but the
Court of King's Bench seemed to be of opinion, that
this was not a .sufficient signing ; for the testator,
when he signed the two first sheets, had an intention
of signing the others ; he did not, therefore, mean the
signature to the two first sheets, as the signature of the
whole will ; and consequently there never was a sig-
nature of the whole, but only a beginning to sign.
In Lemayne v. Stanley, the writing of the name
in the introduction of the will, was all the signipg
contemplated by the testator, and as far as such a
mode could be held a literal accomplishment of the
statute, his intention in respect to his will was com-
pleted, his mind being in no suspense, nor looking
to any further or future act of authentication. But
in Right v. Price, the testator expressly announced
an intention to authorize the instrument in a regular
and solemn way, and therefore his will seemed to be
inchoate until this was done : why it was not done
was to be explained ; and so the case could only be
established by those parol proofs, which it was the
object of the statute to exclude.
In the case of Lemayne v. Stanley, above cited, ^Jj^^
three of the judges, including the chief, were of signing-
opinion, that the testator, by putting hia seal to the
wiD, had sufficiently signed within the statute^ for they
110 Making and publishing Wills. • Chap. 1;
said that the signum Iva? no rnore than a mark^ and
scaling was a sufficient mark that it was -his will.
InWarneford i>. Wwrneford'*; which> after along^
interval seems to havib been the nexi. case in which
this question came tobccoafiidered^-iit is'said to have
been held by Lord Raymond>' on/ an tissue out of
chancery ofdevisavit vd n^is/ thatjsea/ang* a. will wa6
«>S2g^mg within the ^statute of fmud^ > We are t6
oi>6erve, that in L&iiiayne;v. StanIey/4ha'»dpinioh of
tiie jodges must be regarded as< spoken obildr, tthe
case being decided on -the ground of the .sufficiency
of the insertion of the name in a will^iwrittenbyiitke
testator ; andtthe point in Stmnge, as* stated only^^in
a short note^ was agitated at nisi priu»oxiij.*> But
this doctrine was ill received ^in tiie subsequent case
of Smith' t^; Evans^ wbereinl * Lord Chief Baron
Parker^ Baron Clive, and Baron Smith, (in the ab-
sence of Bardn h^gg)^nTe' stated to havexsaid/ that
the opinion of the threejudges inX<<^niayne v^/StaWl^y
was veryi stratige ; for 4hatt'if it.wei^e to; It Would
be very ciasy for one porsonto forge anotlieD.. man's
will, by -only forging the aames^ of • any;.t2vv&' pers<^8
dead, for he woidd'bave no^oocasion^ to 'forgeftbe tes-
tator's'hand.* • ' N • '..I ."•; »;H I ••► I ^'
And the same judges: deblar^dj that >if^ the same
thing' should come- into iquestion. hgain, they- would
not hold that seatikg mmiVb^vniifyyvmni^i soffisient
signing within the statute. The Chief Baron seems
to have been less resolved oii the same question, in
the opinion delivered by him in Ellis v. Smith', in
. which he thus expressed himself : '' As to the pointy
*2 Strange, 76-4. ' M "VirUs. 313/
' Reported in 1 Vez. jun. 11.
Sect. 11. Signature and Subscription. HI
whether sealing be signing ; I own I think it is not;
for the character and hand-writing are necessary^ and
were designed to prevent or detect frauds and impo-
sitions. But, however^ said his Lordship^as in soin^
cases it has been thrown out obiter, and in one case
decreed^ that it is equal to signing, I shall submit my
opinion." But Willes C. J. said decidedly in the
same case, that he did not think sealing was to be
considered as signing ; and he added, that he declared
so then, because, if that question ever came before
him, he should not think himself precluded from
weighing it thoroughly, and decreeing, that it was not
signing, notwithstanding the obiter dicta, which in
many cases were nunquani dicta, but barely the words
of the reporters ; for, upon examination, he found
that many of the sayings ascribed to that great roan.
Lord Chief Justice Holt, were never said by him (4).
The opinion of Sir John Strange, Master of the
Rolls, was on this point agreeable to that declared
by the Chief Justice. He observed, that he was not
convinced that sealing was signing; for sealing iden-
tified nothing ; it carried no character ; and most seals
were affixed by the stationers, who prepared the pa-
per. Lord Hardwicke did not, according to the re-
port, speak, in this case, as to the question of sealing;
but in a case which had been determined by him4^wo
years before ^, his Lordship had expressed himself in
stronger language to the same effect with the Lord
' Grayson 9. AtkinsoO) 2 Vez. 459.
(4) See Show. 69. Lea r. Libb, where Lord Holt is said to hare
lieid sealing to be a signing.
112 Making and publishing Wills. Chap. I.
Chief Justice Willes and Sir J. dtrange : he then de-
clared^ that the statute^ by requiring the will to be
signed^ undoubtedly meant some evidence to arise
from the hand- writing ; then how could it be said,
that putting a seal to it, would be a sufficient sign-
ing ? for any one may put a ^ seal ; no particular
evidence aritres from a seal; common seals are
alike; no certainty or guard therefore arises from
thence."
22^. TiU a hte case it was a considerable doabt with
v^Kthe ^^ profession, whether, if a testator or witness^
Sieto"*^ could not write his name, he might satisfy the statute
nSffident^ by making his mark. In Lemayne v. Staniqy, as it
signing or ig reported in Freeman \ it is said that the court were
uif. of opinion, that it was not necessary for the testator
to write his name, for some cannot write, and then
their mark is a sufficient signing. But this opi-
nion, though entitled to great deference, as being
stated to have been that of the court and not of
a single judge, yet as being uncalled for by the
facts of the case, must be regarded as extra-judK
cial. Hudson's case', which was determined about
a year after ILemayne and Stanley, where two wit-
nesses swore that J. S. the testator did not pub-
lish the writing as his will, but that A. B. guided his
hand, and J. S. made his mark, but said nothing, is
too mixed a case to be admitted as an authority to
this point.
The observations made by Sir John Strange in the
above cited case of Ellis x?. Smith, on the question as
to sealing, do certainly seem as strongly to apply to
• «
^Freem. Rep. 638. and see 17th Yez. jun. 459.
1 *Skin.79.
Sect. 11. Signature and Subscription. 113
a testator's mark^ for it identifies nothing : it carries
no character. But in the late case of Harrison v.
Harrison ^ it was decided by Lord Eldon, that the at-
testation of a devise by a niark^ was good within the
statute ; and as the statute requires the attestators to
siAscr^e, and the testator to sign^ it may be thought
that the principle of this determination is applicable
a fortiori to the signature of the testator himself,
rince the word 'subscribe' seems much more forcibly
to point to the actual hand- writing, than 'sign/
which, without bny strain upon its grammatical sense,
though, perhaps, not without some sacrifice of its po-
pular and usual acceptation, might be deemed to be
satisfied by any symbol of the testator's consent and
ratification (5).
In the above-mentioned case of Harrison v. Harri-
son, the question was made upon a bill by devisees
against the heir, whether the will was duly executed
to pass real estate according to the statute of frauds,
one only of the witnesses having subscribed his name^
the two other having attested by setting their marks
respectively. Lord Chancellor Eldon observed, that
«pofi inquiry from Mr. Serjeant Hill, he had founds
that there was a speciiil case reserved in the Court
of Commoii Pleas, upon the question, whether a will
devising real estate was well executed, one of the
witnesses being a marksman ; and it was held clearly
* 8 Vez.jun. 185.
(5) The counsel for the plaintiff is stated to have adTcrted to the
difference of expression in the statute, with reference to the wit-
neiies and .the devisor; and to have remarked the difficultjr of
making the proof, in case of the witnesses being dead.
I
114 Making and publishing Wills. Chap. I.
•
gufiicient. It was a case of Garney v. Corbet^ in
1710^ in a note-book^ which was the property of Mr.
Justice Bamet. His Lordship said^ he thought there
might have been a great deal of argument upon it
originally. But upon this authority the plaintiff
must take a decree. In a few months afterwards the
same point was determined by Sir William Grants
Master of the RoUs^ in Addy v. Grix ^ agreeably to
the decision of the Chancellor in Harrison v. Harri-
son^ and it therefore seems now to be at rest (6).
It is suffi. It seems to be fairly inferrible from the decision in
cicnt if the "^
witnesses Lemavne v. Stanley, that the court were of opinion.
attest upon "^ i r ^
theacknow' that it was uot ucccssary that the witnesses should
ledgment by i» • • ^ «
the testa, attest the very act of signing, but that an acknow-
signature, ledgmcut by the testator, that the act of signing was
s^ein^him douc by him, was sufficient for them to attest ; for
7tX ^ sii^c^ not th^ sealing, but the writing over the will,
with the testator's name in it, was the ground of the
decision, the witnesses must have seen this done, if
it was judged insufficient for them to attest upon the
acknowledgment of the testator ; but this was not so
found by the jury, or it would have put an end to M
controversy upon the case ; and if the witnesses did
' ' 8 Vez. jun. 504.
(6) According to the report of tiie case of Lemayne v» Stanley,
in Freeman, the court were of opinion, that if the testator had his
name on a stamp, it would be enough if he impressed his nam«
instead of writing it. And in Strange v. Barnard, 3 Bro. C. C. 585.
it was held, that stamping was equivalent to sealing. By the civil
law, if a testator could not write, he was not admitted to make his
mark, but an eighth subscribing witness (seren being tiie ordinaiy
legal number) was called in to subscribe in the place of the testator*
C. 6. ^3. 1.
Sect. 11. Signature and Subscription. ^ US
not attest the writing of the whole will by the testa-
tor, their attestation could only go to his acknow-
ledgment of his signature. This point, however,
seemed to exist in some doubt during a long time
after the statute was passed. In Dormer v. Thur«
land ", where the will was not signed by the testator
in the presence of the witnesses, but he acknow*
ledged it to be his hand, and declared it to be his will
in their presence. Lord Chancellor King inclined to
think that the will was good, but ordered the point
to be reserved, and made a case for further consi-
deration (7).
However, in a case', which came before the
Master of the Rolls (Sir J. Jekyll) a few years
afterwards, the will was held good, though the wit^
nesses did not see the testator sign it, but he
owned it before them to be his hand. And the re-
porter adds, that on his mentioning this opinion of
the Master of the Rolls to Mr. Justice Fortescue
Aland, he said it was the common practice; that
he had twice or thrice ruled it so upon evidence on
the circuit ; and that it was sufficient if one of the .
three subscribing witnesses swore that the testator
acknowledged the signing to be his own hand-writ-
ing.
Sir Joseph Jekyll had delivered a similar opinion,
a Uttle before, in a case of Smith v. Codron, cited by
>
* 2 P. Wma. 606. ' Stonehoose v. Evel jn, 3 P. Wms. 253.
(7) Bat the jiidges of B. R. on argument held the will Toid, as
t charge, for want of belng^ sealed according to the direction of
t"«p power-
i2
1 16 Making and pvbUshins WUh. Chap. II
Lord Hardwicke^ in Grayson v. Atkinson '. In that
cas^ A. had signed and published a will in the presence of
two persons who had attested it in his presence ; then
a third person was called in^ and the testator^ shewing
him his name^ told him that that was his hand^ and
bid him witness it^ which he did, and subscribed his
name in the testator's presence; and the testator^
two hours after^ told him that the paper he had sub-
scribed was his will. His Honour held this to be a
good execution.
But in the instructive case of Grayson v. Atkinson^
above referred to^ this point came fully under the
consideration of Lord Hardwicke. The bill was to
establish a will against an heir at law^ - who^ by his
answer raised the doubt^ whether, as all the witnesses
did not see the testator sign, though he saw them all
sign, this was a good attestation within the statute.
The Chancellor^ adverting to the argument of the
counsel for the defendant^ in which they had in-
sisted that the word ^ attested' superadded to ' sub--
scribed/ imported that the attestators should witness
the very act of signing, and that the testator's acknow-
ledging that act to have been done by him, and that it
was his hand-writings was not sufficient to enable them
to attest, but that it should be an attestation of the
thing itself, and not of the acknowledgment, observed
'' that certainly there must be an attestation of the
thing in some sense, but the question was, whether^
if they attest on the acknowledgment of the testator
that that was his hand-writing, that was not an at*
testation of the act, and whether it was not to be
construed agreeably to the rules of law and evidence^
♦ 2 Vei. 455.
Sect. 11. Signature and StAscriptton. 117
according to which all other attestation and signing
might be proved. At the time of making that act of
parliament^ and ever since, if a bond or deed was
executed and signed, and afterwards the witnesses
were calhed in, and before the witnesses, the person
making it, acknowledged the signature to be his
hand- writing, that was always considered as an evi-
dence of signing by the person executing, and was
an attestation of it by them.
''It is true,"' said his Lordship, '' there is some
difference between the case of a deed and a wUt in
this respect, because signing is not necessary to a
deed, but sealing is ; and I do not know that it was
ever held, that acknowledging the sealing wfthout
witnesses has been sufficient (8). But, nevertheless,
that is the rule of evidence in respect to signing. If
it were in the case of a note, or declaration of trust,
or any other instrument not requiring the solemnities
of a deed, but bare signing, if that instrument be
attested by witnesses, proving that they were called
10, and that the party took up the instrument, and
said, that was his hand, such would be a sufficient
attestation of the signing by him. That is the rule
of evidence. Considering, therefore, the words of
the act of parliament, it seems, that if the testator
having signed the will, did, before the attestators,
declare and acknowledge he had |o done, and that the
(8) Bat if the haDd-writing to a deed be proTed, the sealing
and delivery may be presumed : if, therefore, the signature to a
deed be acknowledged to an attestator, the rest ^eems to follow,
see Grelller r. Neale and others, Peake, Ni. Pr. Ca. 146. See also
Parke v. Mears, 2 Bos. et Pull. dl7.
1 18 Making and pvkUshing Wills. Chap. I'
signature was his hand^ that might be sufficient to
make the attestation good/^
The case of Ellis v. Smith ^ came on in 1754,
which was about two years after Grayson v. Atkinson^
and here the Lord Chancellor Hardwicke was assisted
by Sir Johu Strange^ Master of the Rolls, Willes
Chief Justice of B. R. and Parker Chief Baron. The
form in which the question is reported to have been
put, was, whether a testator*s declaration before three
witnesses, that it was his will, was equivalent to sign-
ing it before them^ and constituted a good will within
the 5th section. The determination of Grayson v.
Atkinson by Lord Hardwicke, was in this case men-
tioned by the Master of the Rolls, as an authority
full to the point upon the first question; and his
Honour said, that to determine otherwise at that time^
would introduce confusion and uncertainty, and sap
the foundation of much property which rested on for-
mer decrees.
The court was unanimous, in holding such acknow-
ledgment by a testator to the attestators of his will,
to be good within the statute ; and the Chief Justice
declared^ that his opinion was virtually supported by
those cases which had decided the attestation and sub-
scription of the witnesses at different times, to be
good ; for then, a testator is presumed to write his name
only before one, an& to acknowledge it to be his hand
to the remaining two ; and why should not his ac-
knowledgment to the three be equally good ? The
Chancellor also observed that those cases supported
the one before him from their direct similitudej and
'1 Vez. Jan. 11.
2
Sect. 1 1 . Signature and Subscription. I Id
not from any consequential .reasoning ; for he ap*
prehended that the determination in all those cases
was grounded on this^ that a declaration by the tes-
tator was good ; for if he signed three times^ there
were three executions^ and none could be good with-
in the statute (9).
The late case of Addy v. Grix^ shews it to be the
present sense of the courts^ that this point is settled.
The bill was filed to carry into execution a devise of
real estate in trust to be sold. One of the witnesses^ «
by his depositions^ stated, that he did not see the tes-
tator execute^ but that the testator took the will in
his hand^ and said the will, and also his name^ were
of his hand-writing. The Master of the Rolls, with-
out difficulty, admitted the sufficiency of the attesta-
tion.
^ 8 Vez.jun. 504.
(0) The reporter has added a note, wherein he questions the pro-
priety of this dictum of I^rd Hardwlcke, which had first fallen
from the Lord Chief Justice ; obsenring that it was hard to say that
SBch declaration or acknowledgment would be suffident in any case
vhere actual signing would not do. But it is to be observed, that
the acknowledgment or declaration is not supposed to stand in the
place of, or be equiralent to a distinct act of signing, but to give
effect to the attestation of the act of signing already done. See
tbe case of Westbeech v. Kennedy, 1 Vesey and Beames, S62, to
▼hich case a note is added, which, it may be as well to apprise the
reader, contains a number of cases not connected with the point in
question.
ISO Making and publishing Wills. Chap. I-
Section XII.
Formality of Publication.
THE acknowledgment of the signing to the three
subscribing witnesses^ seems^ according to the pria-
ciples on which many cases have been decided^ to
comprise the efficacy of what the law means to ex*
press by the publication of the will ; the manner of
effectuating which^ was often a judicial question be-
fore the statute of frauds. The term itself, publica-
tion, seems never to have borne any very precise or
appropriate meanings or to have indicated any cer-
tain and fixed form. After the statute of wills had
established the direct testamentary power^ accompa-
nied with the obligation of declaring the will by writ-
ings these parliamentary wills were thought to require
a very slight degree* of formal publication super-
added to the solemnity and durability pf writing and
the cases shew^ that^ before the statute of frauds^
very little^ if any^ verbal formality was thought ne-
cessary to accompany the written declaration.
Thus^ a very few years before the statute of Charles ,
was enacted^ it was resolved^ in the King's Bench^ by
the whole courts on a trial at bar in an issue out of
Chancery^ Ist^ that if a man draws up. his own
wills and sends it to counsel to be advised of the le-
gality of its this is no will^ unless it had a publica-
tion after he received it back from his counsel : but,
2d^ that if after the will came from the counsel with
Sect. 12. Formality of PuhUcatum, 121
alterations 4nade by him^ the party put his seal to it^
or subscribed his naine^ or wrote upon it^ ' this is
my will/ though there were no witnesses to it, yet
this was a good publication, because by any of those
expressions, the testator declared his intent that it
should be his will*. In Peate v. Ougley*, Sir John
HoUis mentioned a case determined by Lord Shaftes-
bury, before the 29 Car* 2. in which, though the
testator wrote his will with his own hand, and also
these words ' signed, sealed and published in the
presence of* and no witnesses had subscribed it, it
was held a sufficient publication. And in the princi-
pal case, because these words, signed, sealed and
published in the presence of, were written at the top,
of the will for want of room below, in the testator's
own band, and then the names of the three witnesses
were subscribed, though one witness (the other two
witnesses being dead) deposed, that himself and the
other two witnesses were called up in thjs night, and
sent for to the testator*s bed-chamber, who produced
a paper folded up, and desired him and the others to
set their hands as witnesses to it, which they all three
did in his presence, but without seeing any of the
writing, or being told by the testator it was his will,
or what it was, but that he believed it to be the same «
paper, because his name was there, and the names
of the other witnesses, and he never witnessed any
other paper for the testator ; this was held to be a
sufficient publication of the will, after the statute of
29 Car. 2. In Ross v. Ewer* Lord Hardwicke men-
tioned a case of a Mr. Windham in the court of K. B.
' Bartlett V. Ransden, et al. Trin. 15 Car. 2. B.R. Vin. Abr.
lit. DcT. (N. 2.) pi. 10.
» Vin. Abr. tit. Dey. (N. 7.) pi. 12.
'Atk. 161.
I2it Making and pubKsking Wills. Chap. I.
which was a trial at bar^ upon the will of his uncle^
wherein the only question was whether the testator
published it ; there was no doubt <^ his havjng exe-
cuted it in the presence of three witnesses^ or of their
having attested it in his presence ; which shewed^ his
Lordship said^ that publication is« in the eye of the
law^ an essential part of the execution of a will^ and
not a mere matter of form.
The point therefore seems subject to s<Mne doubt^
whether publication is to be considered as a mere
vague term^ expressing generally the act of authen-
ticating and announcing the veritable will of a testa-
tor^ but depending as to the mode by which it is to
be effectuated on the particular ceremonies and so-
lemnities prescribed by the legislature^ or as implying
a specific obligation upon the testator' 6^ond the exe-
cution and attestation of the will according to the sta-
tute of fraudsC If any positive declaration by the
testator that it is his will^ be necessary to constitute
a sufficient publication since the statute^ it does not
seem that the mere acknowledgment of the signing
can operate as an equivalent ; for the acknowledgment
of the signing, unless the testator at the same time
acknowledge his will, cannot be more extensive
in effect than the act of signing in the presence of
the witnesses. Upon the whole, however, we are to
consider that, great as is the weight of Lord Hard-
wicke's opinion, it was delivered on this point in Ross
t^. Ewer, gratuitously and extrajudicially; whereas
the cases of Peate v. Ougley, Trimmer v. Jack-
son, Stonehouse v. Evelyn, and others, which have
been cited for the contrary doctrine, are direct au-
thorities.
< 123 )
Section XIII.
Wills interrtipted and resumed.
IT is established by the agreement of all the cases, ^J^*"^^^
that a testator may make his will at different times, ^^p/^.
•^ ceeded in
if the subsequent writing takes up and continues the at differei^
former: and it matters not by how lonff intervals often suar
J ^ pended
these acts are separated ; they will compose one en- and resnm-
tire instrument, if the first purpose appears to have need only
one eJtecu-
proceeded to its accomplishment, though with many tion.
pauses and resumptions. Thus*, where an illiterate
person made and signed his will, in which there was
a devise of lands, and at a subsequent period added
more to it on the same sheet of paper, and declared
that he did not thereby mean to disannul any part of
his former devise and disposition, and signed it, and
then took the sheet of paper in his hand, and de-
clared it to be his last will and testament in the pre«-
sence of three witnesses, and desired the witnesses to
attest it, which they did in his presence, this was held
to be one entire will, though made at different times,
and to be attested agreeably to the statute of frauds ;
or, in other words, the additional writing was held
to be part of one entire will, and not a codicil, and
the execution and attestation to be an original publi-
cation, and not a re-publication.
But where the will was written on different pieces
* CarlctoQ V. Griffio, 1 Biirr. 549. Carth* 37. argoeado, and,
as it seems, agreed to by Dolbea, J.
124 Making and publishing Wills. Chap. I.
Of the ex- of paper, it was holden. that the witnesses ouffht ta
ccudon of ^ f ' ' ®
ft will see all the pieces of paper^ or the will was not pro*
different perly attested. Thus^ in ejectment^ where the spe*
fir. cial verdict set forth^ that J. D. made his will in 1670,
with two witnesses who subscribed their names in his
presence ; and in 1679^ made a codicil^ and thereby
confirmed his will in what was not altered^ and
inserted some new bequests, and there were
two witnesses to it, one of whom liad witnessed
the will, and the other was a new one,, the only
point was whether these made together three
witnesses to the will, to satisfy the statute of frauds ;
but the court decided against the devise, because
the third witness was not a witness to the
first will. There was no entire instrument attested
by three witnesses (1). And if the additional writing^
* 2 Mod. 263.
(1) The reader should compare this case of Lea v. Libb^ with
Bond V. Seawell, 3 Burr. 1773. Blackst. 407. 422. 454. in which
latter case it was prored, that C. made his will, consisting of two
sheets of paper, aU of his own hand- writing, and signed his name at
the bottom of each page ; and that he also made a codicil of his own
hand- writing upon one single sheet, and then called in H. and shew-
ed him both the sheets of his will, and his signature to every page
thereof, and told him that that was his will, and then he shewed H.
the codicil, and desired him to attest both the will and codicil :
which he did in the presence of the testator, and then went out of
the room. V. and L. came in immediately afterwards, and the
testator shewed them the codicil, and the last sheet of ids willy and
sealed both before them. C. then took each of them up seyerally, as
his act and deed for the purposes therein mentioned. Then the "wit-
nesses attested the same in the testator's presence, but never saw
the first sheet of the will; nor was that sheet produced to them /
nor was the same nor any other ptferv^n the table ; both the sheets
of the will were found with the codicil in the testator's bureau,
after his death ; all wrapped up id one piece of paper ; but the two
Sect. 13. TfUls inteirupted and resumed. 1®^
were not a resumption and continuation of the former,
but a distinct act and disposition by way of codicil^ it
might operate as a republication of the will as to lands,
if both the will and codicil were attested, respectively,
according to the statute ; but if the will were not so
executed and attested, the codicil would not help the
sheets of the will^ere not pinned together : and the question upon
th^e facts was whether this will was duly executed according to the
statute of frauds ?
After three seyenil arguments before the court of King's Bench^
and one argument before ail the judges in the Exchequer Chamber,
Lord Mansfield deliyered the judgment. His Lordship said, that
the question made at the trial, and submitted by the case, as it
stood, turned upon the solemnity of the execution, and they were
of opinion, that the due execution of this will could not be come
at, in the method wherein the matter was then put ; that if this
were considered as a special Terdict, they thought it zsas defeciive"
hf found as to the point of the legal execution of the will. But that
erery presumption ought to be made by a jury in favour of such
a will, when there was no doubt of the testator's intention, and
that they all thought the circumstances sufficient to presume^ that
the first sheet was in the room ; and that the jury ought to have
been so directed ; but upon a special yerdict, nothing could be pre-
sumed ; therefore, they were all of opinion, that it ought to be
tried oyer again ; and if the jury should be of opinion, thai it
V(U then in the room^ they ought to find for the will generally,
and they ought to presume from^the circumstances proyed that it
90$ then in the room.
The case of Lea o. Libb was also on a special yerdict, and,
therefore, no facts could be presumed ; but it does not seem
that the case afforded the same ground of presumption, as that of
Bond V. Seawell, in which last case there were three witnesses^ if
any, to the whole will, for the question was not as to the comple*-
ment of witnesses, but whether the whole will, (the first sheet not
haying been seeii by them,) was covered by the attestation ; where-
u, in Lea v. Libb^ it vras necessary to make the will and codicil
126 Making and ptAHikif^ Wilk. Chjup. I.
defect, although it had the requisites of the statute,
for what was bad in its creation, could not be made
good by any thing ex post facto, and the operation of a
codicil^ where it is a republication^ is only to set up
the will in its original state and efficacy, making it,
as far as it is efficient in itself by the solemnities of
its execution and legal compass of expression, reach
to the date of the codicil, and embrace intermediate
' acquisitions.
Thus a testator "" devised his lands to trustees and
their heirs, in trust for maintaining and providing
for the poor scholars of a college in Cambridge, and
for other charities, and the will was written with his
own hand, but had no witnesses, and afterwards he
made a codicil, which was duly executed and subcrib-
ed by four witnesses, wherein he recited and took
notice of the will. And one of the questions in the
case was, whether the codicil was a good publication
of the will within the statute of frauds ? It was con-
tended on behalf of the devisees, that the codicil,
taking notice of the will, and being duly executed,
made the will valid in the same manner as if it had
been affixed to the will at the execution thereof, for
the law would construe it as a part of the will, and
its being laid in a diiSerent place signified nothing.
* Attorney General o. Barnes, 2 Vem. 597. Prec. in Ch. 870*
one instrument, before the attestation conld be beld sufficient, for*
to neither, and to no part of either, were there three witnesses ;
and if they were distinct instruments, it seems, according to th«
authorities, that each ought to hare been attested bj three witness-
es, to bate been Talid within the statute.
Sect. 13. Wills interrupted and resumed. 127
But it was held^ that the will was void^ for though
there were three subscribing witnesses to the codicil,
yet that would not support the wUL
This difference between the relation which a codi- of the
dinerence
oil bears to a will^ once completed according to the between a
I • 1 -■ • 1 writing in
then existing intention^ and that which subsists be- continua-
1 . * i» A' ^ M tion of a
tween the interrupted stages of one entire testamen- wiii form,
tary act^ is not difficult to understand as a proposi- ^^a re^'
tion^ though very difficult to explain by example^ or uoa/^^*
apply in practice. Upon this distinction^ however,
win, it seems, depend the question, whether or not,
the first act of testamentary disposition will require
to be executed and attested according to the sta-
tute.
But whether the subsequent writing be considered
as a republication by way of codicil, or as the con-
clasion of something already begun, as in the case
just mentioned of Carleton v. Griffin, it appears quite
clear, upon the principles of Habergham v. Vincent^
already discussed, and the doctrines of other cases,
ttmt such subsequent writing to be effectual to pass
land, must be executed and attested as the statute di-
rects, in the case of devises of lands.
It was early decided that a will of lands was irood '^^t th^
•' ^ subscript
where the three witnesses subscribed their names, at tion of th^
witnesflei
several times, without being present at oncei toge- need not '
ther^. And though the witnesses must subscribe the that they
will in the presence of the testator, it is not neces- thetesta-
sary that in such subscription notice should be taken sence.'^*
of the ^^f of its having been done in the presence of
* Fktf m. 486. Anon. 3 Cha. Ca. 109. Anon.
130 Making and pubUthing WWm. Chap. I.
Section XIV.
QjMlificatum of Witnesses.
IN Hudson's case^ reported in Skinner % it was
proved that the witnesses had been dealt with ; upon
which it was urged by the counsel^ that if the wit-
nesses were not to be believed^ then there would not
be three witnesses to the will^ and so no will within
the statute ; to which Chief Justice Pemberton an-
swered, that if there were three witnesses to a will,
whereof one was a thief, or person not credible, yet
the words of the statute being satisfied, and he hav-
ing collateral proof to fortify the will, he would di-
rect the jury to find it a good will. By which it
should seem, we ought to understand his Lordship to
mean, that if there was nothing at the time of the
attestation to impeach the competency of the witness-
es, they must be regarded as credible witnesses at
that time, within the proper interpretation of the word
credible, as used by the statute. But if a witness be
convicted of felony, and so rendered infamous, at the
time of his subscribing the will, it seems not to have
been doubted, but that the will was invalid, for defect
of a sufficient attestation.
^^ ^ Crimes which stigmatize a man with infamy, when
qualify, convicted thereof, such as treason, felony, conspi-
racy at the suit of the crown, perjury, forgery, bar-
ratry, attaint of false verdict, and which disqualify
him for giving evidence upon a trial in a court of
justice, disqualify him also for becoming a subscribe
Sect. 14. QuaHficatian of Witn^$e9: 131
inr witness to a wilP. It seems^ indeed^ to have J***^*'"-
^ nuny of the
been formerly a notion, that every offence for which «^«ce,and
•' "^ not of the
a man had been caused or even sentenced to be set jwmrtmAtf,
. .11 n t ' i* n t which dii-
in the pillory^ on account of the infamy of the pu* qualifies.
nishment^ rendered hkn incapable of giving testi-
mony ^ ; but more modern cases have established^
that the infamy of the erime only^ and not the infa-
my of the punishment, is the ground of disqualifi^
cation ; and according to the present doctrine^ per-
sons who have suffered an infamous punishment^ un-
less the oflence for which it was inflicted on them^
was of the species of crimen falsi, or other crime
of an infamous nature^ are not disabled from giving
their testimony in a court of justice, however much
their credit with the jury may be affected by such a
&ct. Before the statute of the thirty-first of thii
King*, persons convicted of petit larceny were
judged not to be credible witnesses to attest a will
under the statute of fra^rds. And in the case where-
in this was held, the rule was also laid down in strong
and clear terms, that it is the crime and not the pu-
nishment which makes a man infamous, and vitiates
his testimony*.
If a man be sentenced to the pillory for a treason-
able libel, or slanderous words on government, he is
not rendered incapable of becoming a witness in court,
and is therefore a credible witness to a will ; but if
he be convicted of barratry *, which is an infamous
^ Com. Dig. tit. Temoigne. * Pendock v. Mackioder, Wil«
A. 2. les, 665. 2 Wils. 18%. And
* Co. Litt« 6. b. see Rex v. Ford, 3 SaUi. 690.
* Bjr sttt. 31 Geo. 3. c. 35, it 5 Mod. 15.
iseucted, that no person shall ^The oiTence of stirring up
be ao incompetent witness, by snits and quarrels among His
f^^toB of A contiction of petit Majesty's subjects*
larceny.
& 2
133 Making and publishing Wills. Chap. I
offence y tbon^h he be sentenced only to be^ned^ he
is rendered incompetent as a witness in courts and
unqualified^ it is conceived^ as a credible witness^ to
attest under the statute'. Ideots and madmen^ and
children under the age of common knowledge^ vrho
are incapable of discerning or estimating truths are
clearly in a state of legal incompetency to prove a
fact^ and therefore^ can never be regarded as capable
of attesting a wil)^ so as to answer what the statute
intends by such attestation. And generally^ I appre-
hend^ it may safely be concluded^ that whatever in*
capacitates a man as a witness at common law^ is an
objection ta the sufficiency of his attestation as a cre-
dible witness^ within the meaning of the statute; for
The word ' Credible' in the place in which it stands in this sta-
H ia used tute^ cannot well be received in any other sense than
bythe&ta- i i . •
lute must * competent ;* the word in its popular sense being in-
Btoodinthe Capable of any constant test or standard^ according to
MByctfttt which a testator could make his choice of witnesses
with any confidence in the validity of their attestation.
Upon the same principle, if the competency, after
being lost, has been restored before the attestationj
the credit required by the statute has also been re-
established, and the ' attestation will be good. Thua
the King's pardon, after a conviction of perjury, or
other offence at common law, qualifies the party to
attest a will, though, as it should seem, it would be
otherwise in the case of a conviction of perjury, on
the statute of 5 EI. c. 9 (1). And such restoration to
• Charter r. Hawkins, 3 Lev. 426. Rox v. Ford, 2 Salk. 690.
. (1) If a man be conTicted of perjury upon the statute, he can*
not be restored to credit by the King's pardon ; for by the statute,
it Is part of the. judgment, that the conrict be infamonSy and I0&9
• 3
Sect. 14, Qualifieation of Witnesses. 133
oompeteacy would come too late, as I apprehend,
between the time of attestation and examination in
court (3),
tbe credit of his testimony; nothing therefore but areyersal of tho Ofthequft-
jndgment, or a statute pardon will, in that case, suffice to restore **f ^^'*^?
the competency. Rex v. Crosby, 2 Salk. 689, and Rex v. Ford, testing wit«
ibid. 690. 3 Salk. 155. S^^ivu"
(2) By the laws of the empire, those persons only were capable ^*^'
of attesting a will, who were themselves legally capable of making
a will. No persons under puberty, or^ insane, or mute, or deaf,
or prodigal interdicted the use of his own property, or such as the
law had judged reprobate or infamous, or had rendered intestable,
could be admitted as witnesses to a will. I. 2. 10. 6. D. 28. 1. 20.
Neither could women be witnesses to regular or perfect wills : tha
law admitting them in all matters, whether citil or criminal, whea
the nature of the case was such that other evidence could not be
obtained, but nt)t when there was a choice of testimony, as in mak-
ing wills, and solemnizing other public acts. Their testimony was
admitted in proof of a fact, but not to give validity to a soiemqi
instniment. See this particularity of the civil law explained, and
the whole of this title of the Institutes ^ qui testes esse possuni '
well commented upon by Vinnius, edit. Hein.297.
The witnesses by the civil law must be credible, and idoneous,
d the time of the will's being made, and according to the humanity
of that system, as well as of our own, every one was presumed to
be fit as a witness, unless the contrary was made to appear. D. 22.
5. 2. It is to be observed too, that ali tlve witnesses ought to be
fit, or idoneousj for the whole will was rendered null and void by
the insufficiency of anj one of the witnesses. C. 6. 23. 12. unless a
codicillary clause were added, that if it were not valid as a will,
it should be valid as a codicil.
If a roadman attested in a luctd interval, his attestation was good,
aad so was that of a prodigal, if, before attesting, he had returned
orf honos mores. The integrity and freedom of the witnesses was a
great point in the imperial law ; in so much, that no person could
be a witness to a testament, who was under the power of the tes-
tator; and though any number of persons might be admitted wit-
MiStts oat of the same family, to a will in which the family was
Dot iateretted, yet if a son of a family gave away his military es«
134 nMaking and publishing Wills. Chap. I.
By the law of Rome no. fueres scriptus or appointed
heir could be admitted a witness to the testament by
which he was so appointed^ nor could the testimony
of any one who was in subjection to such heir^ or of
his father^ to whom he himself was in subjection^ or
of his brothers^ if they were under the power of the
same father^ be admitted ; but the testimony of le^*
taries^ and of those who were allied to them, or in
subjection to them, was admissible^ ; which was a
doctrine, not perfectly agreeable to the general rule.
of ^he civil law, that no one should be permitted to
give testimony in his own cause'. Nor is the con-
sistency of that rule saved by the reason giveh for the
admission of such testimony, viz. that legataries were
particular and not universal successors, and that a
testament might be valid without them ; whereas the
appointment of an heir, was of the essence and con-
stitution of a perfect testament (3), and formed the
* 1. 2. 10- 10, 11. •• Cod. 4.20. 10.
tate, or peculuanj after leaTing the army, neither the father^ nor
aoj one under the power of the father, could be a witness to the
testament. In excuse fey* which rules of exclusion, the extent of
the paternal authority among the Romans should be remembered ;
and, indeed, so adjusted to one another do the seteral parts of tbe
system of the Roman jurisprudence appear to be, that the student
will have considered them with little advantage in a view to the it-
lustration of such of our owp laws as have been copied from them,
or are in affinity with them, unless he has found time and possessefi
curiosity to make that great work of human policy a distinct aadL
specific branch of bis studies.
(3) The exactest definition of a Roman testament ha9 beeia '
thought to be this — ike tqjpoinimeni of an execui^r or teMtamenimr^
heir J made according to the formalities prescribed by lam* Domat*
lib. 1. 1. 1. sect. 1. and see D. 28. 5. 1.
Sect. 14. Qualification of Wilnenses. 1S5
principal feature of distinction between that and a
codicil (4)^ or a donatio causa mortis.
In the spiritual courts of this kinficdom. to which or themit
the sole cognizance of the validity of wills belongs, ntaai and
where they relate to personal estate^ the rule always law conrti^
was, that no legatee could give his testimony in foro witness
tantradictorio, in support of the validity of the wil)^ t^o^ dl^
till he had released his legacy or received the value
thereof, and in case of payment, the executor of the
supposed will was called upon to release all title to any
fdture claim upon such legatee, who might otherwise
be obliged to refund if the will were set aside : (5) The
same rule prevailed in our courts of common law with
(4) There is no difference in our law, as to publication^ between
eodiciU and wilh; bnt codicils are' said by Justinian, nullum solem*
mtaiem ordinationis desiderare : which Vinnius comments upon with
disapprobation, as not being consonant to the Theodosian code ;
tod complains of the jejuna quorundam distinctio inter solemnUaiem
ordmaiionis et probationis. Heineccius, however, maintains the
distinction thus : In testamentis condendis iestibus opus erat ialibut
^ttbuscum oUm fueral testamenti f actio in comitOs calatisy quia Jure
velusiissimo lex erat populi suffragiis perlatUj Jure novo solemnis
wumc^iatio lueredUaiis. Omnia ergo hie solemnia. At codicilli
erani epistolas, Quis epistolis testes adhibet ? quis in Us solemnita*
tern requirit ? valebat hujusmodi epistoluy etiam non obsignata, dum
de ejus fide constaret : quia enixw voluntatis preces ad omnem sue*
ussionis spedem porrectte videbantur. Testes ergo adhihebantur ah
&, fvt nunaq^ativejidei commitiebant. Posiea autem in serais eo*
dkHUs iniestaiorum testtum opus erai prtssentia per L,\>C> Theod.
de test, et codidlL non solemnitatis causa, sed ut testantium success
stones sine aliqua cqriione serventur. Ergo non solemnUatis causa
adhibendiy sed probationis causa. Nee aliudvoiuit Theodosius sbsn^
m omnibus eodtdllis testes requisivit. Fin. Com. lib. 2. tit. U*
(5) In the late case of Lees v. Summersgiil, 17 Vez. jan. 608*
the statute U 6. 2. c. 6. which has made such release unnecessary,
by making Toid the legacy given td the subscribing witness, was
held to extend to wills of personal estate*
136 Mmng ai(d ^kH^mng Witts. Ohap. I.
respect to the iriadtnis^iHty Uf the testimony of a dert*
see 6r person tienefited urrder a will of real estate^ to es-
tablish its validity ; and it appears from the case of
Anstey t?.'Dowsing'\ that, if a legatee, \rho was a
witness to a will, reftised either to renounce or to re-
ceive « sum of mon^y*in Heu of his legacy, he could
hot be compelled by law to devert himself of his in-
terest', and while his interest continued, his testimony
was tiselc^s. '
♦ r
J. T/mAdeWs will, by wliich he disposed of his real
estate, and gave ibonk J. H. and his wife, 1(M. each
for mourning, with an annuity of 201. to E. H. the
wife Of J.H. "The will was attested as the statute
dfrecis, -^by three witnesses, whereof J. H. was one.
The legacies, and satisfaction for the annuity were
tender^' and refused. And the question upon the
special verdict was, whether, or not, the will was well
att'e^t^d according to the statute of frauds. The
judges of the King's Bench were unanimously of
opinimi, that a right to devise lands depended upon
the powers given by the statutes, the particulars of
which w^re, that a will of lands fihould be in writings
signed and attested by three credible witnesses in the
presience of the devisor: that these were checks to
prevent men from being' imposed upon : and certaiuly
meant that the witnesses to a will, (who are required
to be ctedMt) should not^be persons entitled to any
benefit under thrit wrll. And that, therefore^ J-H,
was not a good witness '.
■
It seems also, that the question was started in this
case, whether a beaefit to a witness at the time of bis
* Vjd. Harris, Inst. Just. lib. \ Strange 1254.
9.tit. 10.5. 11.
Sect. 14. • {^lificatian of tViine^Bes. l^*"
attestation, sliould annul iiis testimony^ though^ at^ or
after the testator's death, hesfiQiild become disinter-
ested by a release of his legacy, or the receipt of the
value thereof, and that it was held^ that the condition
of the witness^ at the time of his attestation, must be
regarded ; and that if interested then^ he could not
be a good witness. The doubts and objections agi«
tated in this and in other cases "^, occasioned the sta-
tute 25 G. 2. c. IG"". to be passed, whereby the con-
tests concerning the force and obligation of the word
^ vredihle' in respect to the attestation of pers0ns be-
nefited under the will^ were finally composed.
The inquisitive student, however, will still recur to Oftheop-
the perusal of Lord Mansfield's^ and Lord Camden's senament
arguments^ on the opposite sides of the question, con- Lords
cerning the import and exigency of the words ^ credi- anTcam-
ble witnesses/ used by the statute. He will find Lord impirt^and
Mansfield strenuously of opinion^ that though a wit- Jhe^^o^^^
ness n)ight be entitled to a benefit under a will at the th^^t'otc".
time of the attestation, yet if he became disinterested
b^ore hi& examination, his testimony was restored^ «^
and the will was supported by his attestation. In his
Lordship's judgment, the word ' credible' could have
no. meaning beyond ^competent/ without leading to
great absurdities ; and in this general exposition of
the word, Liord Camden coincided, but their difference
was this : Lord Mansfield would understand ' com-
petene^' to imply nothing more than what was tacitly
■ Hilliard v. JenniDgs, Com. * Wyndham v. Cbetwynd, I
Rep. 91- and 7 Bac. Abr. edit. Burr. 414.
Gwyllim, 329. Price v. Lloyd, ^ Ilindon v. Kersey, 4 Barn.
1 Vcz. 503. 2 Vez. 374. Eccl. L. 97.
* See this stat. in the Appendix.
BS Making and pubUshmg WUb. Chap. I.
tantained in the word witne$8 hy itself^ (no man
being a witness unless he is competent to give his
testimony); so that it appeared to his Lordship
that the competency was to be seen and adjudged of
«< the time, and with reference to the time of exami--
nation in court. Whereas according to Lord Camden
the credibility, i. e. competency, must be regarded aa
it stood at the time of the attestation. By Lord
Mansfield's explanation of the force of the word ere*
dSble, it became a dead letter^ and, therefore, hia
Lordship reduced himself to the necessity of support-
ing his argument, by supposing the word ^ credible,'^
to have slipped in through the inadvertency of the
frtLmers of the statute, which he denied to be the pro-
duction of Lord Hale, any further than, perhaps, aa
being compiled from some of his loose notes unskil-
fully digested.
His Lordship adverted to the rule of testimony in
the Elcclesiastical Courts, and at the common law,
where a release payment or tender made the testimony
of the witness good. Nice objections of a remote in-
terest, which could not be paid or released, though
they hold in other cases, were not enough to dis*
qualify a witness in the case of a will. Thus, pa-
rishioners^ be said, might prove a devise to the poor
of the parish for ever. Interest was no positive dis-
ability ; it only afforded a preemption of Has, and
on that ground rendered a witness incompetent ; but
still, it was only presumption, and presumptions only
stood till the contrary was made apparent ; if the
bias were removed, the presumption ceased. That
nothing could be more reasonable than to allow
this objection of interest to be pargied by maxter
Sectt. 14. Qkal^ation 4>f ffitnesses. 139
i^sequent to the attestation, imd previous to the
trial.
Lord Camden^ on the other hand^ in the case of
Hindoo v. Kersey, argued, that the word ' credible'
imported a necessary and substantial qualification of
a witness ixt the time of his attestation. And that if
the witness was incompetent at that time, nothing ex
post facto could restore the validity of his attesta-
tion ; neither could such devisee, or person taking a
benefit under the will, be received as a witness for
other devisees under the same will : the objection
was irremovable, and the whole instrument, as far as
it concerned real property, was void.
He was of opinion, that the novelty introduced by
the statute was the attestation, the method of proving
which was left standing upon the old common lawprin-*
eiples ; as that one witness might prove what all the
three had attested ; and, though that witness must be
a subscriber, yet that was owing to the general com-
mon law rule, that the best evidence must be pro«
duced. He considered, therefore, that the statute
bad principally in view the quality of the witnesses
at the time of the attestation (6). That a will was
(0) In Brograye 9. Winder, 9 Vez. jun- 036^ an objection was
taken to the competence of one of the witnesses to the will, as
being interested at the. time of his examination ; but as he had no
interest at the time of the execution of the will and death of the tes^
tfdoTj the Lord Chancellor, without argument, held him to be a
good witness.
It may be as well to dbserte here, that a legatee may be a wit*
nessia impeachr a will, as. in such a case he swears against his own
interest Salk. 691. And before the statute 25 G. 3. c* 6« he was
liO Mdkin^ arid publishing Wills. Chap. T.
th* only instrument which required to be attested
by subscribing witnesses at the time of execution;
whHe leases, marriage agreements, declarations, and
. assignments of trusts, were only required to be in
writing and signed. Those were all transactions oj
health, and protected by valuable considerations, and
antecedent treaties. The power of a court of equity
was thought sufficient to meet every fraud that could
be practised in those cases ; but a will was often exe-
cuted suddenly in a last sickness, and sometimes in
the article of death ; and the great question to be
asked in such case was this, — was the testator in his
senses when he made the will "^ ? and consequently
the time of the execution was the critical minute
which r^uired guard and protection. An act so so-
lemn, and often calling for a laborious recollection
and investigation, executed at such a time, was preg-
nant with suspicion. What then, his Lordship said,
was the employment of the witnesses? It was to in-
spect and judge of the testator*s sanity before they at-
tested, and if he was not capable they ought to refuse
to attest. In other cases, the witnesses \yere passive ;
here they were active^ and in truth the principal par-
ties to the transaction. The testator was intrusted
TO THEIR CAR^.
The design of the statute was to prevent wills
from being made, which ought not to have
^ Vid. Doe. on dem* Walker o* Stephenson, 3 Esp. Ni. P. Ca.
354.
mim^mm^^^mmm
a good subsi^bing witness where he took the same legacy bj a for-
mer will, for then it was indifferent to him which will preYailed,
1 Bnrr. 427. Lord Ailesbury's case*
Sect. 14. Qualification of WUnesses, 111
been made^ and always operates silently by pir,
testacy. It is true^ continued the Chief Jtistice^ the
design of the statute was to prevent fraud ; and
though no suspicion of fraud appeared in the case
before him^ yet the statute had prescribed a certain
method, which every one ought to pursue to prevent
fraud'. As to the minuteness of the interest^ as there
was no positive law which was able to define the
quantity of interest which should have no influence
upon men's minds^ it was better to leave the rule in-
flexible than to permit it to be bent by the discretlan
of the judge.
. »
Both these cases came before the respective judges^
after the statute 25 G. 2. c. 6. had passed ; and that
of Wyndham v. Chetwynd appears to have fallen pre-
cisely within the second clause of that statute^ the
subscribing witness being a creditor^ and the will
having charged the debts upon the land ; probably^
however^ the suit had commenced in Chancery before
the 6th of May^ 1751^ and so came within the 8th
section of the same statute^ which left the cases^ which
were in litigation before that time^ to be adjudged
and determined as if that statute had never been
made.
The case of Doedem. Hindon t\ Kersey, in which,
the devise being to trustees to dispose of the rents to the
poor of a township, the subscribing witnesses were
interested as possessing property rated to the poor in
that township, was clearly not within the statute 25
G. 2. c. 6.
\ Vid. ia I^a 9. Libb^ Carth. 37. tli« words of (h« court*
142 Making and publishing WUls. Chap. I.
It will occur to the attentive reader^ hpwever^
that^ although Lord Mansfield was supported by
all his brothers, and Lord Camden was over-ruled
by those who sat with him, the legislature shewed
their sense of the subject to agree with the policy
and principles of Lord Camden's reasoning, by ex-
tinguishing the interest of the subscribing witness^
where he took an interest as devisee or legatee,
at the moment of the attestation. By this pro-
vision of the legislature by their second act, they
seem to have declared their intention by the first ;
and still, in their alteration of the law, regarding the
time of the attestation as the particular juncture to
which the qualification related, they have made the
interest of the individual a sacrifice to the will.
Sjbct, 15. Marnier of making the Jtte$tation. !&
Section XV.
Time and Manner of making the Attestation.
UPON a feigned issue^ tried in the Court of Com- Timtuu
men Pleas^ the question was^ ivhether the will was thetntator
made according to the statute of frauds ? for the tes- ttewitaMf
tator had desired the witnesses to go into another hrdldactu^
room^ seven yards distant^ to attest it^ in which there ^eia^
was a window broken^ through which the testator ^^
might see them. The Court said^ the statute re-
quired attesting in his presence^ to prevent obtruding
another will in the place of the true one. It is
enough if the testator might see, it is not necessary
that he should actually see them signing ; for^ at that
rate, if a man should turn his back^ or look off, it
would vitiate the will. Here the signing was in the
yiew of the testator ; he might have seen it, and that
is enough. And they compared it to the case, where
the testator lay sick in bed, with the curtain drawn \
while the witnesses subscribed.
On a trial at bar, where the question was, whether
the witnesses to a will had pursued the directions of
the statute of frauds, in the manner of subscribing
their names, it was resolved, that where the testator
lay in a bed in one room, and the witnesses went
through a small passage into another room, and there
set their names at a table in the middle of the room,
and opposite to the door, and both that, and the door
of the room where the testator lay, were open, so
* Shim 9. Glascock, 2 SaUu 6^8*
144 Making and puhlkkmg WiUs. Chap. I.
that he might see them subscribe their names if be
would^ though there was no positive proof th^t he
did see them subscribe their names^ there was a suffix
cient subscribing within the meaning of the statute;
because, it teas possible that the testator might see
them subscribe ; and the court held^ that if the wit^
nesses subscribed their names in the same room where
the testator lay, though the curtains of the bed were
drawn close, it was a good subscribing within this
statute *• (1).
•
A similar doctrine was maintained by Lord Thur-
low in the court of Chancjsry, in a case circumstanced
as follows "": Honora Jenkins having a power^ though
covert, to make a writing in the nature of a will, or-
dered the Mfill to be prepared, and ^ent to her attor-
ney's oiBce to execute it. Being asthmatical^ and the
^ I)aTj and Nicholas v. Smith, 3 Salk. 395«
' Casson v. Dade, 1 Bro. C. C. 99.
•^m^^^mmt I > I it ■ ^■ii ■ ■»< ■ ■ ■■ m'
(1) The notion of the citiI lawyers was more rigid and cantioas
in this respect The attestation ought to be in eompedutestaioris ;
and further, nan est ^atiSj ut quidam (radideruMt, testes oculaiosesse^
sitestatar^ntpsinumvideani'jjbrtevelo^ out cortma mterjedaton^
^ecium adimentey licet vo^m ejus audiant: sednecesse est utfaciem
ems videant^ ne quajraus Jiat^ alio forte suhomalo^ qui vocem testa*
torts imitando simulet. Vinn. Com, 1. lib. % tit, 10. And Vin-
nins was of opinion, thfiit a blind man (de quo nthU traditum est)
could not be a WitAess b^caufie he could not satisfy the law, whick
required that Ike leelator should be seen bj the witnesses, and that
the J ihoaM be able te recpgpiz^ the testator's signature. The Eiig-
lish law, however, is clearly otherwise in this respect, as an ackoow*
ledgment of the signing has been held sufficient, as appears aboTC ;
and it has been adjudged, that it is not necessary to the executioa
by a blind man that the will should be read over to him in the pre.
sence of the subscribing witnesses. Longchamp d. Fish, 2 N. R. 4 1 5*
1 » " *
Sect. 15. Manner of making the Attestation. 145
office very hot^ she retired to her carriage to execute
the will^ the witnesses attending her ; after having
seen the execution they returned into the office to at-
test it ; and the carriage vfag put back to the window
of the office^ through which, it was sworn by a per-
ion in the carriage, that the testatrix might see what
passed. Immediately after the attestation, the wit-
ness took the will to her, which she folded up and put
into her pocket. The Lord Chancellor inclined very
strongly to think the will well executed, and the
above-mentioned case of Shires and Glascock, was
relied upon as an authority. Mr. Arden pressed for
an issue, but finding the Lord Chancellor's opinion
very decidedly ^^ainst him, he declined it.
In Broderick v. Broderick ^ where the testator de-
vised lands to J. S. and his heirs, and duly subseribed
his will in the presence of three witnesses, who went
down stairs into another room, and attested the will
there, which was out of the presence of the testator,
the relief afforded to the heir -against a release ob-
tained from him by the devisee, under a false asiur-
ance that the will was suffidently executed, vras a ne-
cessary consequence of the opinion of the Chancel-
lor*, that the devise was void fofvrant of an execu-
tion conformable to the statute. And it vma in vain
contended for the devisee, that the will, as to the
devisor, was executed, and that the form of subscrib-
ing in the presence of the testator, w»s only di-
rected by the statute of frauds, to prevent a rash
disinberiaon of the heir ; but that since the execution
•f the will was fully proved^ though the circumstan-
MP. Wms. 339. * Lord Harcourt
146 Making and publishing Wills. Chap. I.
ce* re(5[uired by the statute had not been observed,
yet it was the plain intention of the testator, that the
devisee should hftve the estate ; and that the devisee
h^vin^ the legal estate, it would be hard to take it
from him in equity, and by those means to dispose of
the Estate against the»intent of the testator from the
devisee, for want of a ceremony, when the end of that
ceremony was answered, by its being made to ap-
pear, undoubtedly, that the testator did sign and
seal this will
Nor will the subscription of the witnesses in the
same room always satisfy the statute, or necessarily
imply it to be in the testator's presence ; for, as was
observed by Lord Chancellor Macclesfield, in Long-
ford V. Kyre ', it might be done in a corner of the
i*ooM in a clandeMine and fraudulent way, and then
it Would not be n Subscribing in the testator's pre-
sence. But his Lohlship further said, that as it was
swbrn by the witnesi, that he, subscribed the will at
the testators request, and in the same room, that
couM not be fraudulent, and was well enough.
In & htt cMCi in the ittng's Bench, it was laid
ddWh bytheChi^f Justice, that it was not necessary
that the devisor ^ould actually see the witnesses
Subscribe : as in fttvour of attestation it was to be pre-
sumied, that if the testator might see he did see. But
his Loi^dship added, that if we get beyond the rule
Which requires that the witnesses should be actually
within reach of the organs of sight, we shall be giv-
ing effect to an dttestatiott out of the devisor's prfe-
' 1 P. Wms. 740.
■ Doe lessee of Wright v. Manifold^ 1 Maole and Selwjn, 294.
Sect. 15. Manner afmaJeing the Attestation. 147
sence^ as to which the rule is^ that when the devisor
cannot^ by possibility^ see the act doings it is done out
of his presence.
Thus^ therefore^ the law upon this subject seems
lufficiently settled upon this distinction^ that if the at-
testing witnesses subscribe the will in such a situation
with respect to the testator^ as that it was not possible
for him to have seen the act done by them^ such will
is void as to real estate for the defect of solemnity in
its execution ; but if their situation was such as to
afford the testator the opportunity of seeing them
subscribe^ if he chose^ their attestation under such
circumstances will be good and v^id^ although in
point of fact they may not have been seen by the tes-
tator in the very act of subscribing their names.
The mere corporal presence, however, of the tes- i* » »«*
tator, unless his mind and faculties also are present, that the
. r ' testator ii
will not satisfy the statute on this point ; for there corporally
* present, he
mast be a mental knowledge of the fact, so that, as must pos-
a subscription clandestinely made in a corner of the cuities so
. , 1 X 1 • «* to have
same room with the testator was not, on this account, a mental
a sufficient attestation, so neither would such sub- of the fact.
scription in the same room suffice, if the percipience
and intelligence of the testator were gone so as to
constitute it an act done without his knowledge. On
this principle was founded the decision of Right v.
Price ^^ in which case, the form of an attestation was
written on the second sheet, and the witnesses put
their names to it in the room where the testator lay ;
but he was in a state of insensibility : and the ques-
tion was, whether this will was duly executed for pass*
ing laBds according to the statute of frauds ?
* Doug. 241.
14S Making and publUhmg WUU. Cumf. h
In support of the will it was argaed, that insensibi-
lity was something short of deaths and if the testator
was alive^ it could not be said that Uie will was not at-
tested in his presence. That the question was^ whe«
ther the testator^ having done all that was necessary
on his part^ and the attestation having been made ac-
cording to the words of the statute^ a fiiir transaction
should be set aside^ because a formality required^ ac-
cording to an implied intention of the legislature^ has
not been complied with ; that it did not appear but
0
that the testator mighty by possibility^ have opened
his eyes^ while the witnesses were subscribing
their names ; which^ according to the law as laid
down in Shires and Glascock^ would have been
sufficient.
But the court said^ that they would lean in sup-
port of a fair wili^ and not defeat it for a slip in form,
where the meaning of the statute had been complied
with ; this was the principle of Shires and Glascock's
case^ and other cases of that sort. But the case then
before the court was not one where there was a mea-
suring cast and room for presumption. All the wit«
nesses knew^ at the time of the attestation^ that the
testator was insensible. He was a log^ and totally
absent as to all mental qualities. That it was usoal^
in precedents of wills^ to say^ that the witnesses sub-
scribed at the request of the testator ; that indeed
was not expressly required by the statute^ but the
practice shewed the general understanding, and that
the nature of the thing implied a request. The at-
testation in the testator's presence was as essential as
his signature^ and all must be done while he was in
a capacity to dispose of his property. In this case,
the testator could not know whether the will that he
Sect. 15. Manner of making the Alteration. 149
had begun to sign was that which the witnesses attest*
ed ;^ he was dead to all purposes or power of convey-
ing hid property.
It seems not to have been judicially decided^ whe- Whether
, 1 1 * 1 1 •! • anacknow-
ther an acknowledgment by a subscribing witness to ledgmeDt
the testator of his hand-writing to the attestation, scHbing
would be sufficient. In the case of Risley v. Tem- the testa,
pie', the facts were, that the testator lying sick in be^^
bed, made his will, and signed, sealed, and published ^^^^^
it, in the presence of three witnesses, but, being tired,
ordered them to go and subscribe it in another room.
They went into another room, out of the presence
and sight of the testator, and subscribed their names,
and then returned and owned their names to the tes-
tator, who looked upon the will, and said, ' th^ have
done well/ But this point was not spoken to in the
case according to the report.
It is very plain, however, that to hold such an
acknowledgment sufficient, would be in direct op-
position to the words of the statute, which, though it
does not by the 5th section require the signature of
the testator himself to be in the presence of the wit-
nesses, does yet expressly direct the subscription of
the witnesses to be in the testator's presence. And
it seems little to be doubted, but that, agreeably to the
greater regard for the words of the statute, which now-
seems to prevail in our courts of justice, such an ac-*
knowledgment by a subscribing witness, of his hand-'
writing to the attestation, made to the testator, after
flttkiDg the sabscription out of his sight and presence^
' Skin. 107.
\
150
Making and publisking WiUs. Chaf. I.
woold be deemed an insufficient compliance with the
statute.
That the
witnesses
mav sub-
scribe at
different
timet.
It has been shewn^ that a testator may vrrite, and
we shall now make it appear from the authorities,
that he may publish his will at different times^ or, in
other words^ that an attestation made by the wit-
nesses respectively at three different times, if in the
presence of the testator, satisfies the law (3). The
(d) It Bwy be interesting to compare our own with the citU law
upon this article. In an early period of the Roman jurispmdence,
it was held, that a testament ought to be niade uno coniexiuy with-
out any foreign act intenrening, and the witnesses were likewise
required to Bttestf without separating, or CTen discQntinuing the
act of subscribing, till all was complete. And, indeed, it does not
seem that the witnesses were erer released from the necessity of
subscribing at one time and in each other's presence* In favour^
however, of certain unayoidable int^hnptions, the Emperor Josti-
nian^limited and explained the generality with which the rule had
been expressed. In the Sixth Book of the code, tit. 23. M. th«
qualification of the doctrine is thus propounded : cum anHquUoi te$»
iamenia fieri voluerU nuUo adu nUeroenienU^ ei hn^fusmodi verba*
rum compasHio non rite. uUetpreiaia pene in pemidemy et iesiem^
Hum ei tesiameniorum processerU : sancimut in tempore ^ teita^
metUum condUur^ vel codieiUus nascUuTj vei ultima quadtan dupo*
i&io secundum pristhwm observationem celebralur (imkU enm ex ea
pen&ue immutandum este cen$emui)y ea fMem fum ndnkne itMev-
Huia sunty nullo proced^e modoj fuqiipe cmua mttUisHmaprcpo^
ntOy ea quw wperfiua sunt mkume debent kUercedere. Si quid
uutem neceisarium evenerit; et ^sum corpus labor antis respidens
coniigerity id esty vel vkius necessarOy velpotionis oblatiOy vet me-
dicaminii datiOy vet itnpontioy quibus reketii ^sa sanUm tettatorir
periditatury vetu quSf sleeeaariut isatmrm mue ad dqfoeitionem sum
perfiui ponderis immineaty vel testatori vel testibusy non esse ex hoc
eausa testamentum subvertendumy Ikpt morbus comitiaUsy (qaod et
S£CT. IS. Manner of making the AtteHation* HSl
two leadiog cases to establish this point are^ Cook v.
Fknon8^ and Jone^ v, Lake\ The first of which
cases was decided upon a bill of review to reverse a
decree of Lord Nottingham in 1682^ for a sale of
lands subjected by the will to the payment of debts.
The lands were devised by the testator to trustees^ and
their heirs^ to set and to farm let^ and out of the rents
(without saying profits) to pay his debts ; and all his
debts and legacies being first paid^ he gave the sur^
plus to F. S.
* Free. Ch. 185. » 2 Atk. 176.
factum esse eofnperimw) uni ex testUms eoniigerii : sedeo^ quoad ur*
gel ei immineiy repleto^ vel deposiioj iterum soiita per testamenii
fadionem aditfipleri, Ei si quidem a testaiore cdiquid Jiat tesiibut
pauliaper separatiSy cum coram his facere aliquid naturale testator
erabescat, iterum mtrodudis conseqnerdia Jactionis testamenii ptoce"
dere.
The pluvse ' uno contextu' is not to be understood as relating to
tbe composition of the will, (which it seems might he taken up aa#
prosecuted at interrals, according to the necessary Interrup^ns of
boiiness, and as the leisure of the party allowed ; as was said to
be the law with us, in Carleton p. Griffin, above cited) but to the
mode of publishing and solemnizing the will, by the formal nuncu»
potto testameniij or dedaratio volurUatis to the witness, with the
ttremonies of subscribing and sealing by them, and the signing by
thetestaitor, which ought all to be done at one time, that is to say,
Mo actus conietiiUf without the intervention of any act or business
fore^ to the purpose which the parties w£re met together upon,
which, unless it happened on the natural and necessary occasions
tlloded to in the passage from the code above extracted, would
vitiate the testament, as being inconsistent with tue solemnity of
its celebration. Thus Yinnius translates ' uno conteMu^ into the
Greek by ima 'vf ij, and aitoMi^ftosj as being applicable not to the
compositioD of the will, but to the pnUioation .of it ; whieh is
plably the sense of it, as it stands accompanied in the text of tine
iastitotes, ^^ ei iesies quidem eorumqueprmsentiu^ uno conteitf ii, tes'
tornenH celebrandi graiiay ^c."
2
152 Making and publishing Wills. Chai». I.
This will was written with the testator's own hand^
as was proved ; and was published in the presence of
three witnesses^ at three several times^ and they all
attested it in his presence^ but he did not si^ it in
the presence of the second witness^ but only owned
the signing to be his hand^ and desired him to attest
the willj as was proved by that witness. The testator
died^ leaving an infant heir^ and the land was decreed
to be sold^ and no day given the infant to shew cause
against it. One of the objections to the decree was —
that this was no good will within the statute of frauds
and peijuries^ because not attested by all Che wit-
nesses at one time^ and that one of them did not see
the testator sign^ but only hear him own that it was
his hand.
But the Lord Keeper held a publication of a will
before three witnesses^ though at several times, to be
sufficient^ and thought the writing of the will with the
testator's own hand (3)^ a sufficient signing within the
statute^ though not subscribed nor sealed by him^ but
doubted whether acknowledging the subscription to
be his own would suffice (4).
In Jones v. Lake^ the case upon the special verdict
was thus ; the testator signed and executed his will
in December^ 1735^ in the presence of two witnesses,
who attested the same in his presence ; afterwards, in
(3) Acooffding to the Cod^ 6. 23. 38. the writing of the wUl
with the testator's own hand, dispensed with his signing ; bat It
was added as a condition, d hoc spedalUer m ter^ura repotuerU^
fMri foe fiM wuam wnftcU; and it dispensed with no other sdem-
nity.
(4) Thisqmstiott has been abandy discussed, and dtewn to have
been otherwise deteimfaied.
1
Sect. 15. Maw/ier of making the AUestation. 153
the year 1739^ he ivith hts pen went over bis name^
in the presence of a third toitne^Sj who subscribed his
name in the testator's presence^ and at his request :
and the question ivas^ whether this was a due execu*
tion within the statute/ For the heir at law it was
argued^ that the statute requiring three witnesses to
subscribe in the testator's presence; must intend they
$hould be all present together ; otherwise^ there was
not that degree of evidence which the statute requires ;
for an attestation of three witnesses^ at different
times^ has only the weight of one witness. Wit-
nesses to a will not only attest the due execution of
the will^ but likewise the capacity of the testator at
the time of execution. A man may be sane at the
time two witnesses attest^ and insane when the third
attests. It cannot be considered as a will^ till the
third witness has signed^ for that completes the act.
The will was dated in 1735 ; suppose lands to be pur-
chased after the date^ and before the attestation by
the third witness^ would the lands pass ? '' certainly
not"
On the other hand^ it was argued for the devisee^
that a will executed before three witnesses^ though at
three different times, was good ; the statute not re-
quiring they should all be present at the same time.
That the requisites under the statute were^ that the
testator should sign in the presence of three witnesses
at leasts and that they should attest in his presence.
It would therefore be adding new requisites which the
act did not mention^ and in effect be making a new
law.
. The Lord Chief Justice Lee said, the case depended
vpon the words of the statute. The requiutes in the
154 Making and publishing WiUs. Chap. L
statute^ were^ that three witnesses should attest
signing, but it did not direct that three witnesses
should be all present at the same time. Here^ said
the Chief Justice^ you have the oath of three attest-
ing witnesses. This is the degree of evidence re-
quired by the statute. And the same credit is given
to three persons at different times^ as at' the same
time. We cannot carry the requisites farther tlian
the statute directs. The act is silent as to this parti-
cular. It would therefore be making a new requisite.
The signing is the same act reiterated. The testator
went over his name again^ and declared it to be his
last will. Judgment was accordingly given against
the heir at law.
The judges^ in the case of Ellis t;. Smithy " admitted
the authority of these cases^ and drew from them an
inference in fsivour of the validity of the testator's ac-
knowledgment to the witnesses of his hand-writing to
the signature of the will. " To strengthen the au-
thorities I have already mentioned^ said the Lord Chief
Baron Parker^ I shall take notice of the cases which
allow the witnesses to subscribe at different times ; and
I think they support the admission of the dedaratioa
in question ; since the testator is not supposed to run
over his name before evei'y witness^ but having signed
before one to acknowledge it only before the rest (5).
The same conclusion was drawn by Lord Chancellor
Hardwicke^ Sir John Strange, Master of the Rolls^
■ J Vez. jun. 11,
(5) In Jones v. Lake, (the last case prodaced,) the testator did
nm over kto aame i^jain ; but the principle of the deoiaion implied
the iuffidsocj of an attestation, made 9JL three distinct titaes*
Sect. 15 Marmtr of making the Attestation. 15S
and Lord Chief Justice Willes. The last of whom
observed^ that the authorities not in point supported
the decree more strongly than those in pointy for they
aDowed the attestation and subscription of the wit-
nesses at different times to be good ; and the testator
is presumed to write his name only before one^ and to
acknowledge it to be his hand to the remaining two.
And in the opinion of the' Master of the RoUs^ to per-
mit the witnesses to attest at several times^ was to
adroit the asseveration of the testator that it was his
will, to be equivalent to signing it before the witness-
es ; to which Lord Hardwicke added, that he differed
from those who thought that the cases which had been
mentioned, only supported the case before the court,
by consequential reasoning; he thought them directly
in point.
It is to be observed, however, that these decisions,
in the opinion of the whole court, went too far, and
opened the way to frauds, and particularly the Chief
Justice observed with great force, that '' he had known
one man swear, that he did not see the testator sign,
and the other two swear that he signed it before the
three ; so might one man swear, that when he attested
the will, the testator was insane ; another, that he was
lane ; and thus an inlet was given to great frauds and
impositions. But when they attested it simul et semelj
they were a check upon each other, and such frauds •
were prevented (6) ; nay, said his Lordship, I think
(6) This was certainly the doctrine of the cirU law, from which
the framers of the statute in question borrowed, in making this
prorision for prerenting the forgery of wills. We have shewn that
the words ^ uno contextu* related to the complex ceremony of pub-
lication, which was necessary to be done by a conUmud act. Th«
/
I
1 56 Making and publishing With. Chap. I.
a parol disposition before three, full as solemn: an act
as a will in writings attested by three separatim." He
admitted^ however^ that the decisions were the other
way^ and that the point was established.
attestation, therefore, which was an essential part of the publica-
ion, was necessary to be done by the witnesses, stmul et semely at
the same time, at the same piace, and in sight of each other ; not
meaning, of course, by the same time, eodem insianii^ but uno actui
cantextuy at one juncture, without break or interruption*, as the
text of the Code (6. 33. 31.) well explains it, distinguishing at the
same time between the act of making and that of celebrating and
publishing the will, to which last-mentioned act the words ^ uno
ooniexiu^ are shewn to be alone applicable. In amnUmt auiem tes*
tamentis qum preseniibus vel abseniibus testibtts didaniur^ tupcT"
Jluum est uno, eodemque tempore exigere tegtatorem^ et iesies adhi^
bercj et dktare suum arbHrium^ ei finire testamentum ; sed licet
alio tempore didatumy ecr^umve proferaiur testamentum^ suffidet
uno [tempore'] eodemque die^ nullo actu [extraneo'] intervenienie^
testes omnesy videlicet simul^ nee diversis [temporibus'] scribere^ sigm
nareque testamentum* Finem auiem testamenti subscrqUionesy ei
sigflocula testium esse decertumus. This exactness with respect to
the simultaneous performance of the act of publication was retained
out of the citU law, or jus dviliSy when the civil and praetorian
law were reduced into agreement, as I have before shewn : for the
efficacious form of a will, as ultimately established, was a tri-
partite constitution. The necessity of witnesses, and their presence
at one and the same time, was founded on the jut cmlis — ^the md*
ecr^pUons by the testator and the witnesses were enjoined by th«
imperial constitutions — ^^he sealing and the number oi the witnesses^
were settled by the edict of the Pretor.
* AU loliemn legal acts and ceremonies were necessary, by the
civil law,' to be executed without interruption, the common phrave
to expresf wbicb was^ ' uno contextu absoM**
v;i
1 ,'j •* fj
( 167 )
Section XVI.
Evidence of the Attestation.
IT has been already made to appear^ that a i¥ill of
lands may be sufficiently established in a court of Jus-
tice^ as to the testator's signature^ by proof of his ac«
Lnowledgment thereof It will be proper now to con-
sider^ what is sufficient proof of the due attestation of
such a will^ according to the directions of the statute.
We have seen that upon a question before the court,
whether or not it should be left to a jury^ to determine
as to the fact of a due attestation in the presence of
the testator, where all the witnesses were dead, it was
clearly held, that such question was proper for the
decision of a jury, who might found their verdict upon
mere circumstances and probabilities*.
In the courts of common law, where a will of lands in the
courts of
IS produced, it is usual to call but one witness to prove commoD
it ; but that is said only to be the case where no ob- the sab-
jection is made on the part of the heir, who is entitled witaeuef
to have all the witnesses examined, yet in such case the^attesuL
the heir himself must produce the other witnesses, for oSewf ^*
the devisee need produce only one, if that one can
prove all that is requisite to establish the validity of
the wilP. He must prove that the testator signed, in Andif oa
the presence of himself and the other witnesses, or ses deny
that he acknowledged his signature to each of them, turM''ttiir
and that each of the witnesses subscribed in his pre- m/|o'^
* Hands v. James, 2 Com. Rep. 590. Croft v. Pawlet, 2 Str.
1100. Brace v. Smith, WiUes 1.
^ GUb. Eject. Sect. 8. HoU Rep. 742. Dftyrell v. Glucock.
Boll, N. P. 364. 1 Eip. N. P. R^. 301.
158 Making and publishing Wills. Chap. I.
Jtoncwto ^^^^^' Where the ivitnesses have signed separately,
grove the as One Can only prove his own act, they ought all to
tionof the be Called. If the two other witnesses be called bv the
will, I'll-
heir, and refuse to verify their attestation, still the
proof of their hand-^writing will be endegh, if one of
Ihe three can prove the other circumstances of the
execution. Indeed^ it has been held, that if they all
swear that the will was not duly executed^ the devisee
may yet go into circumstances to prove the due ex-
ecution ^. And if an attesting witness to a will im-
peach its validity on the ground of fraud, and accuse
other subscribing witnesses who are dead, of being
accomplices in the fraud, it is competent to the per-
son claiming under the will, to give evidence of their
general good character*,
whetiier It appears,* and with the greatest reason, that the
dence of evidence of subscribing: witnesses ajrainst their own
the sob- .
scribing attestation has always been received, if received, with
witoeflses . .
can be re- the utmost rcluctance ; and the courts have, on the
gainst their Other hand, been very ready to admit counter-testi-
tation. ^* mony to establish the will against such suspicious and
discordant depositions. In Lowe r. Jolliflfe*, which
was tried at bar, upon an issue of devisavit vel non
out of Chancery, the three subscribing witnesses to
the testator's will, and the two surviving witnesses to
the codicil, and a dozen servants of the testatpr, all
swore him to be utterly incapable of making a will,
or of transacting any other business, at the time of
making his supposed will and codicil, or at any inter-
mediate time. But this evidence was opposed by the
depositions of several of the nobility and principal
gentry of the county where the testator resided, who
' PEkfl V. Ihdmeiing. Stnmge 1096.
' 1 Blackst 365, 416. / * ^finrr. 1244> ud ite 6 Ekit, 19$;
Sect. 16. Evidence of the Attestation. 159
had frequently and familiarly conversed with him,
during the whole period, and some on the very day on
which the will was made ; and also of two eminent
physicians who attended him, and who all swore to
his entire sanity and more than ordinary intellectual
vigour (1).
The counsel for the plaintiff also examined to the
like purpose the attorney, a person of unblemished
reputation, who drew the will ; and read the deposi-
tion of the attorney, by whom the codicil was drawn
and witnessed, (he being dead, and his testimony
perpetuated in chancery), who spoke very circum-
stantially to the very sound understanding of the
testator^ and his prudent and cautious conduct in
dictating; the contents of his codicil. Upon the
whole, it appeared to be a very black conspiracy, to
let aside the will, without any foundation whatso-
ever ; the defendant's witnesses being so materially
contradicted, and some of them so contradicting
themselves, that the jury, after a trial of fifteen
hours, brought in a verdict for the plaintiff, to esta-
blish the validity of the will and codicil, after an ab-
sence of five minutes. Lord Mansfield then declared
himself fully persuaded, that all the defendant's wit-
nesses, except one, being nineteen in number, were
grossly and wilfully perjured ; and called for the sub-
scribing witnesses, in order to commit them in court,
but they had withdrawn themselves. A prosecution
of some of them for perjury" was strongly recom-
mended by the court ; and the three testamentary
witnesses were afterwards convicted, and sentenced,
each of them, to be imprisoned for six months, to
(I) See some obserratioDS of Sir William Grant, the present
blaster of Uie RollS; in Burrows v. Locke. 10 Yez. Junr. 474*
1 60 Making and piMishing Wills. Chap. I.
stand twice in the pillory^ with a paper on their heads,
denoting their crime, once at Westminster Hall Gate,
and once at Charing Cross, and to be transported for
seven years.
It is observable that, although the testimony of these
subscribing witnesses against their own attestation
was ultimately discredited, no doubt was entertained
of their competency ; as was remarked by the late
Lord Chief Justice Kenyon, in commenting upon this
case, in Bent v. Baker (3) who entirely approved of
Mr. Justice Buller's distinction in this respect be-
tween negotiable and other instruments. So that the
observation of Mr. Justice Yates, in the case of Alex-
ander V. Clayton^ viz. that '^ the witnesses ought not
to have been admitted to give evidence against their
own attestation," seems to have been too strong for
the present doctrine, or perhaps incorrectly stated
by the reporter.
It is one thing to offer testimony to destroy the
validity of an instrument attested by one's own sig-
nature and subscription, and another tp deny the fact
of one's own attestation. Lowe v. JoUiffe, as above
cited, is an example of the admissibility of the former
species of testimony as well as of its liabiUty to be
impugned. It is plain, upon principles, that a man
. ought to be admitted to deny what appears to be
his own attestation ; for to exclude him on a ground
of inconsistency and contradiction, is to take for
granted against him what is itself a primary object of
• 4 Burr. 2«4.
(t) 3 T. R. 34. and see the reasons for tills distinction in Mr.
J. Bailer's opinion, pronounced bj hin in the same case.
S£CT. 16. Evidence of the Attestation. ( 161 ^
proof. But it is equally clear^ that his denial may be
discredited and overthrown by the counter-testimony
of the other witnesses^ and that the will may be esta-
blished against such a denial. Thus in the case of
Alexander v. Clayton, mentioned above, Mr. Justice
Yates observed, that there were many cases where
one of the witnesses had supported a will, by swear-
ing that the other two had attested, though they both
denied it. And upon the same occasion it was said
by Lord IVIansBeld, '' that he had known several
cases, both upon bonds and wills, where the attesta-
tion of witnesses had been supported by the evidence
of the other witness, against that of the attesting wit-
nesses who had denied their own attestation. Xt
tvould be, added his Lordship, of terrible conse-
quence, if witnesses to wills were to be tampered
with to deny their own attestation."
Thus, therefore, the law appears to be well settled [Jlfn^^jfiy*
and discriminated upon these important points of evi- J|°J^",?^"
dencc ; and it is to be observed, that the present con- LordMam
* * field, in
sideration is confined to the case of subscribinff wit- J^'^!!**"*'-
^ Shelley,
nesses; and that therefore there is nothing in what
has been stated, or produced, which contradicts the
maxim of law, as it was recognised, or decided upon
in Walton and others v. Shelley*, that no man shall
be suffered to give evidevce to invalidate his own m-
9trument ; nor does it seem that Lord ^lansfield, in
pronouncing his judgment in that case, laid down the
rule with greater latitude than accords with the set-
tled distinction, as to the testimony of stibscribing
witnesses, above adverted to. ** What strikes me,"
laid his Lordship, ^' is the rule of law, founded upon
• 1 T. R. 296.
M
169 MalAng and publishing Wills. Chap. I.
public policy, which I take to be this — that no party
who has signed a paper or deed, shall ever be per-
mitted to give testimony to invalidate that instrument
which he has signed." Now it is plain, that a sub-
scribing witness to a deed or will, is in neither case,
by force of such subscription, a party to the instru-
ment.
A distine- \x {g true, indeed, that the admission of a subscrib-
tweenthe jnff witucss to a wiU to invalidate ^Aaf instrument,
attestation ^ *
of wills and forms a stronger case than where such witness comes
oecufly in
respect to to dcstroy the validity of a deed which he has attested ;
the polat
under con- siucc, in the latter instance, he attested only the exe*
tideratiooa
. ^ cution, and not the intrinsic or general validity of
the instrument; but in the former, -the testamentary
capacity of the testator, as well as his formal execu-
tion, is verified by the subscription of the witness ;
not to mention also that such subscription is essential
to the constitution and perfection of the instrument
itself, so that in giving testimony against the validity
of the will which he has attested, he comes to over-
throw that which he himself was actively and instru-
mentally concerned in establishing.
^<^^«e- ^* seems probable, therefore, that the consideration
£bra!^enta' ^^ these peculiarities, belonging to the attestation of
12^**^ wills, suggested to Lord Kenyon a foundation for
"■■^' the resemblance, which, in the case of Adams v.
Lingard ', his Lordship appeared to thinik there ex-
' isted between the case of an indorser of a bill and a
subscribing witness to a will, as to the admissibility
of their evidence to overthrow the instrument to
Which iliey had given credit by their signature. In
'FtadwNi.PnCl.il7.
Sect. 16 Evidence of the Attestation* 163
Adams v. Lin^rd^ which was the case^ of an indorser
of a bill, the late Chief Justice said^ that he wished the
point to be settled in the House of Lords^ being then
of opinion^ that the indorser was a witness proper to
be heard, and other judges being of a contrary opi-
nion. He then mentioned a case which was before
Sir Joseph .lekyll, many years before, and another,
which had been decided since, meaning that of Lowe
r. JoUiffe above stated, wherein his Lordship said, it
bad been determined at a trial at bar, that three sub^
scribing witnesses to an instrument might be per-
mitted to deny the validity of it.
But when the question came before the court on a
motion for a new trial (his Lordship still adhering to
his former opinion) it was said by Buller J. that
''the case before them was very different from that
of witnesses to a will. The indorser had passed that
negotiable instrument to the plaintiff as a good and
valid security, and it would be attended with conse-
quences most injurious to society, if these securities
might be cut down by the persons passing them ; it
was only for two men to conspire together to cheat
all the world." It is remarkable, that in the much
considered case of Bent v. Baker, which was deter-
mined three years before that of Adams v. Lingard,
Lord Kenyon expressed his entire acquiescence in
the distinction as to this point, between negotiable
instruments, and deeds and wills.
The reader has been shewn above, that the testi- Of the
proofto et«
mony of one of the three witnesses is enough to prove taWish a
« will of
a will of lands, in a court of common law. He will lands in
1 • 1 J • I courts of
find the same rule of evidence laid down m early equity.
cases with respect to the mode of establishing a will
n3
164 Making and publishing WUls. Chaf.E
in the courts of equity. Thus in the case of Longford
V. Eyre', Lord Macclesfield makes the following* ob*
servation : '^ The proper way of examining a witness
to prove a will as to lands^ is, that the witness should
not only prove the executing the will by the testator,
and his own subscribing it in the presence of the tes-
tator, but likewise, that the rest of the witnesses
subscribed their names in the presence of the tes-
tator ; and then one witness proves the full execution
of the will, since he proves that the testator executed
it, and likewise, that the three witnesses subscribed it
in his presence.*'
The 8ft. But in the case of Townsend v. Ives ^ which came
iiowi5,that on about twenty-five years afterwards in the Court
ne8sw,7f ' of Chancery, where the bill was preferred by the
be'SSmiS^ legatees, whose legacies were charged on the real
estate, to have the will established, the rule was pe-
remptorily laid down, that all the witnesses, if living,
must be examined, to prove a will of lands. Thus
also Lord Camden, in the above cited case of Hin*
don V, Kersey, in speaking first of the method of
proof in a court of common law, says, " one witness
is sufficient to prove what all the three have attested;
and though that witness must be a subscriber, yet
that is owing to the general common law rale, that
where a witness has subscribed an instrument, he
must always be produced, because he ts the best ert'-
deuce. This we see in common experience; for after
the first witness has been examined, the will is
always read." But the same judge speaking after-
wards of the course of the Court of Chancery in this
respect, expresses himself thus: ''Sanity is the great
• 1 P* Wms. 741. » 1 WLls. 1748.
Sect. 16. Evidence of the Attestation. 16S
fact which the witness has to speak to, when he
comes to prove the attestation ; and that is the true
reason why a will can never be proved as an exhibit
viva voce in Chancery, though a deed may ; for th^re
must be liberty to cross-examine to this fact of sanity.
From the same consideration it is become the invari-
able practice of that Court, never to establish a will,
unless all the witnesses are examined ; because the
heir has a right to proof of sanity from every one of
those, whom the statute has placed about his ancestor.'**
But if one of the witnesses be dead, a will may be if one of
read, on proof of his hand- writing, though this must nessesbe
be accompanied by positive and satisfactory proof, ofhtshand*
that he is dead. Thus in Bishop v. Burton ^ the m"y*bc
plaintiff being put to prove the will, the proof was "**^*
of the hands of the devisor, and of two of the sub-
scribing witnesses, who were proved to be dead ; and
as to J. B. the third subscribing witness, the wit-
ness deposed, that he was credibly informed 'in
the country where he lived, and believed it to be
true, that he died two years before, and believed his
name subscribed was his proper hand-writing. But
the Court was of opinion, that that was not sufficient
proof to have the will read in evidence.
In Grayson v. Atkinson', an obiection was made Whether
for the defendant, that one of the witnesses being writing
, may be
beyond sea, and the others not having sworn that the proved
' See Ogle t?. Cook, 1 Vcz. 177. all must be examined or a reason
j^lrea why any one is not. And see Harris v. Ingledew, 3 P. VVms.
92. But iu Powell u. Cleayer, 2 Bro. C. C. 504. Lord Thurlow
said the practice had been so ; but he doubted whether the rule
had erer been laid down so largely.
* Comyns Rep. 614. » 1 Ve«. 459.
166 Making andpublishing Wills. Chap. I.
where a testator acknowledired bis hand-writinff to the third,
witness 11 o .
b^ond ^ho was abroad, and there being no proof about him,
the will could not be established : on the other side
it was contended, that the same credit was to be
given to his hand-writing as if dead. But the Lord
Chancellor Hardwicke doubted thereof, and said,
'^ he -did not know that it had been determined, that
the same credit was to be given to the hand-writing
of a witness beyond sea, as if dead, because it was
not necessary to presume the impossibility of getting
at him, and he was apprehensive fraud might be
used." (3)
In the case of Lord Carrington v. Payne", how-
ever, a question was made, whether, one of the wit-
nesses to the will being abroad, in Jamaica, it was
necessary to send out a commission to examine him.
His hand- writing was proved ; and the other two
witnesses were examined. Lord Alvanley, then the
Master of the Rolls, held that it was not necessary to
have bis examination ; but that it was the same as
if he was dead. But his Honour seemed to found
this resolution on the submission of the heir, who,
he observed, did not make a point of it. He
mentioned a case, however, where one of the
■■ 5 Vez. jun. 411.
(3) To obviate the inconTenience which may arise from the
death of witnesses a bill may be filed in a court of equity to per-
petuate the testimony, in which the complainant prays leave to ex«
amine the witnesses, to the end that their testimony may be pre»
861 ved and perpetuated. The object of the bill is to preserre tes-
timony for future litigation, and is properly brought when the
party is in undisturbed possession, and where he has no present
opportunity of proTing the will against the heir at law.
Sect. 16. Evidence of the Attestatum. 1€^
witnesses being in India^ it was held not neces-
sary, but very dangerous^ to send the original will
abroad. And where^ in another case before Lord
Chancellor Thurlow, it was argued that one of the
witnesses to the will was abroad^ his Lordship said%
he doubted whether the rule had ever been laid down
80 largely as, that the will could not be proved^
without examining all the witnesses^ although the
practice has been to examine all.
This rule has been relaxed in other instances^ Thehaad*
writing of
where, to have rigidly adhered to it, would have im- awitnew,
who ^'iic6
posed impossibilities upon persons coming into equity the sub-
to establish these instruments. ^As, where a witness luui'becom
m
to a will of real estate had since become insane, ma^be
proof of the hand- writing of such witness was al- ^"^
lowed •. And in a very late case at the Rolls, proof
even of the hand-writing was dispensed with, in the
case of an old \vill, which appeared by the date to
have been made 30 years before, the testator having
been dead above 20 years, and no account being to
be obtained of one of the subscribing witnesses.
The hand-writing of two of the witnesses was proved :
and his Honour observed, that he did not see how a And in the
will could be distinguished from a deed as to this ©iTfdu,*"
point ; only that the former, not having effect till the Tccorat^
death, wanted a kind of authentication which the e^ofawu'
other had. That was from the nature of the subject. "f'J^P'"^^
But he thought the proof sufficient in that case ; for Jj"tir"b6
in a late case (3) in the Court of King's Bench, an <*»?p«"«<^
■ 2 Bro. C. C. 504. • Bennet v. Taylor, 9 Vez. jun. 381.
(4) CmiXtffv. Sefton, 2 East. 183. where in an action upon a
bond^ eTidence was offered that diligent inquiry had been made
168 JUafdng and puhlishittg Wills. Chap. I.
inquiry of just the same kind was held sufficient^
which excluded the question. In that case they
had made all inquiry^ and could hear nothing of the
witness.
Section XVII-
Personally.
WITH respect to personal estate, excejjt the
will be made and proved according to the forms re-
quired by the 19th, 20th, and 31st sections of the
statute, to validate the nuncupative testament^ or
where it i^ the case of soldiers in actual military ser-
vice, (who by virtue of the 23d section of the said
statute, may still make nuncupative wills without the
necessity of observing the forms to which nuncu-
pative testaments are subjected by the preceding
clauses,) all testamentary dispositions thereof must^
(since the statute of frauds, be in writing.
after one of the subscribing witnesses, at the places of residence of
the obligor and obligee, and that no account could be obtainecl^of
such a person, who he was, where he liyed, or of any circniii-
stance rekting to him, it was held sufficient to let in proof of the
hand'tcrUing of the other subicrihing wiinessy who had since be-
come interested as administratrix to the oblige^, and was a plaintiff
•n the record.
Sect. 17. Personalty. 169
The Ecclesiastical Courts^ to whose jurisdiction th<
establishment of personal testaments appertain^ re^
quire no ceremonies in the publication thereof, or the
subscription of any witnesses to attest the same.
Swinburn seems to have considered it necessary, in-
deed, that a testament of chattels should be published
in the presence of two sufficient witnesses*; and
Bracton ^ appears to have held the same opinion ; or
rather, according to Sir William Blackstone, to have
copied implicitly the rule of the civil law. For it is
not to be doubted, but, that a will of personal estate,
if written in the testator's own hand, though it has
neither his name nor seal to it, nor witnesses present
at its publication, is effectual, provided the hand-
wiling can be sufficiently proved ^ And though it
be written by another person, by the testator's direc-
tion, without even having been signed by the testa-
tor, if it can be shewn to have been made according
to such instructions, and to have received the appro-
bation of the testator, it will be effectual to pass the
personal estate ^.
The proof of the will may be in two forms, of 9^p™^-
which the one is called the vulerar or common, the in the com.
^ mon and
other is termed the solemn form, or form of law. If »oiemn
form.
the will be not contested, the executor or administra-
tor durante minore cetate, or durante absentia^ or
cttrti testamento annexo, may prove it by his own
oath, or as it is said, in some dioceses in York, with
the additional oath of one witness, before the ordi-
nary or his surrogate. But if the validity of the will
' Vid. Swinb. on WiUs, pt. 1. sect. 3. * Lib; 2. c. 26.
* Godolph. O. L. p. 1. c. 21.
' limbery r. Mason and Hide, Comyns, 452. GUb. Rep. 260.
170 Making and publishing Wills. Chap. I.
be disputed^ it then becomes necessary to prove and
establish the will in the solemn way^ or^ as Swinburn
expresses it^ in form of law ; that is^ per testes, in
the presence of such persons as would be interested
if the deceased had died intestate. Two witneQses
must then be sworn and Examined upon interrogatories
administered by the adverse party. Between which
two forms of proving a will^ there is a substantial
difference of effect, for after an informal proof the
executor may be compelled again to prove the wiD
in due form of law, which may be inconvenient if
the witnesses are dead in the mean time. The Exe-
cutor may, therefore, if he please, for greater safety,
if he himself have an interest in the will, elect to
have the will proved in the more solemn form *, and
in such case he must cite the persons who would be
interested under an intestacy, to be present at the
probation thereof. If the will is only proved in the
common formy it may at any time within SO years
be disputed', but if the solemn form be pursued, and
no adverse proceedings are instituted within the time
limited for appeals, the will is liable to no future
controversy *.
When a will is proved by the probation of the
more formal or solemn kind above alluded to, the ci-
vil law rule of establishing all proof upon the testi-
mony of two witnesses, is followed in our Ecclesi-
astical Courts. And such witnesses must be able, at
least, to depose, that the testator declared the writing
produced to be his last will and testament, unless
where the will or codicil was written by the testator
* Barn. Eccl. L. 208.
^ Godolph. 0. L. 63. ^ 4 Barn. Eccl. L. WT.
Sect. 17. PersanaUj^. 171
himself ; in which case^ as has been above observed^
the validity thereof may be established upon proof of
the hand-writing only, but it ought to be by the evi-
dence of such as have seen him write '^ ; and though of the ge»
Deral ne-
this evidence ought, in general, to be given by two ccssity for
witnesses, yet, if there be one subscribing witness, nessesto
who appears to attest the fact of the identity of the fact in th«
will, the testimony of a single witness is said to be ticai
sufficient. And where the will has been wholly
written by the testator, and there are corroborating
circumstances, the clear testimony of one witness has
prevailed in the spiritual court The general neces-
sity for the evidence of two witnesses is borrowed
from the Roman law ; the maxim of which is, that one
witness alone cannot be heard, or, in other words,
is no witness at all '. '' Unius responsio testis omnino
nonaudiatur (1).*'
We have seen, that notwithstanding the rule of the
Roman law, that nemo testis esse debet in propria cau-
8a, legataries were permitted to give evidence in
support of a will, upon the distinction between par-
ticular and universal successors ; but that by the prac-
tice of the Ecclesiastical Courts of this kingdom, no
^ See the case of Eagleton r. Kingston, 8 Vcz. jun. 438.
* See the case of Thwaites v. Smith, 1 P. Wms. 13.
(1) Cod. 4. 20. 9. Where the Ecclesiastical Court proceeds in
a matter merely spiritual, or confined to their own jurisdiction, no
prohibition lies, if their proceedings are contrary to common law ;
as if they refuse the testimony of one witness. But if they dis-
allow the proof of a temporal matter, by one witness, though
such temporal matter be incident to a matter within their jurisdic-
tion, a prohibition lies from the temporal courts. 1 Show. 158,
172. Shatter v. Friend, and see H. II. C. L. 5th edit, and the note
(q) by the EditoK
2
173 Making and publishing Wills. Chap, h ,
legatee could be received to give his testimony to
' establish a will of personal estate, until his interest
had been removed by his receipt of the value of his
legacy, or until he had renounced it, and discharged
the executor,*
9^ **^.,. But as to the form of the instrument itself, the
form pf the ^ ^
t«»tament. Ecclesiastical Courts are not scrupulous. A memo-
randum or scrap of paper, written * by a person in
contemplation of death, and with a design to make
it operative after that event, may be proved in that
court as testamentary ; and, if so received, it seems
Determi- a court of equity will support it. A string of exam-
natioDS of X J , - .
th« JEccie- pies might be cited to illustrate this observation ; many
Courts on wcrc produccd in the case of Limbery and Mason v.
jrct. ' Hyde ; "* among which that of Loveday v. Claridge
is strong to the purpose.
\
The testator intending to make his will, pulled a
paper out of his pocket, and wrote down some things
with ink, some with a pencil, and though it had no
conclusion, but appeared to be a draft which be in-
tended afterwards to finish, (for it was not signed,
l3ut had at the end a calculation of his effects, an ac-
count of his tea-table, and an order to pay a dividend
of stocks ;) yet it was held to be a will.
Thus too, in a case where a woman possessed of
considerable real and personal property, wrote a let-
ter to an attorney, her friend, giving him an account
how she would dispose of the same, and in her igno-
rant way, added, '' please not to put this rigmaroU
* Vide supra, p. 135.
' Vid. Cox r. Basset, S Vcz. jun. 158.
■ Com. 452. and see Downing v. Townsend, Ambler «80. sn*
J
Sect. 17. Personalty. J 73
»
in till I find it correct — this only by way of memo-
randum in case I should go off suddenly, " and the
testatrix survived the v>^riting of that letter three or
four months, but took no further steps therein. Sir
Geors^e Hay was of opinion, that, under the circum-
gtances, such letter could not operate as the will of
the deceased ; but on an appeal, the Court of Dele-
gates reversed his sentence.
In CSobbold v. Bowes, a gentleman gave instruct
tions to his attorney to prepare bis will for the dispo-
sition of his real and personal estate. The will was
accordingly prepared ; settled by the testator and en-
grossed for execution with the usual clauses of attes-
tation. This will was of considerable length, and at
the left-hand corner of each sheet of paper was the
word ' witnesses.* Upon the death of the deceased,
the will was found with his name subscribed to each
sheet, and, opposite to the seal, on the last sheet,
bat not witnessed. Dr. Calvert, the then judge of
the Prerogative Court, was of opinion, that the de-
ceased, by pe lilting the clause of attestation to re^
main, had bound himself down to a formal execu-
tion, and therefore pronounced against the will ; but
on appeal, the Court of Delegates reversed such sen-
tence, and thereby rendered the will valid as to per-
sonal property (2).
To the same effect was that of Wright v. Walthoc,
cited in Limbery v. Mason', where there were three
■ Com. 452.
(2) ^-^9 the^e rases more at large in a note by the Reporter to tho
case of Matthews v. Warner^ 4 Vez. juD. 200.
174 JUIaking and publishing Wills. Chap. L
tesfamentary schedules^ whereof one was without
date ; to the second the words ' in witness' were
subjoined ; and the third concluded abruptly ; yet
being written by the testator^ they were declared to
be his will. In the same manner^ and about the same
time, viz. in the year 1711, in a case of Worlick v.
PoUett, before the Delegates, where the testatrix
had sent for a person to make her will, and given
him instructions for the same, and the will was ac-
cordingly drawn, read to, and approved by her, and
declared by her to be her last will, and three witness-
es were sent to see her execute, the words signed and
sealed being already written, but she died before any
other execution, it was held a good will before the
Delegates, who affirmed the first sentence which had
been reversed upon an appeal.
And again, in a cause of Brown v. Heath, deter^
mined in 1721, where a will of *real and personal
estate was prepared in order to be executed, though
there were several blanks in it, and the testator died
before execution ; yet it was held a good will of the
personal estate, and though more was intended to be
done, yet it was adjudged that it should be good for
what was done.
But the later determinations at Doctors C!om-
mons seem tending to establish a stricter doctrine.
It now appears to be agreed, that if a testator
leaves an instrument, which, upon the face of it,
carries evidence of an intention in the framer to
perfect it by some further solemnity, which he died
without having superadded, having had afterwards
sufficient time and health, and recollection to com-
plete it, such paper may be inferred not to have been
Sect. 17. Personalty. 175
intended to operate as it stood^ and the omission
to perfect it may ground a presumption of a change
of mind in the deceased. Thus^ also, where a per-
son had written a paper, purporting to be a disposi*
tion of his property, to which a clause of attestation
was added, but not filled up, sentence has been
pronounced for an intestacy upon an inference, from
this omission, of change of intention.
Griffin v. Griffin (3), determined at the Com-
mons a few years ago, was decided upon similar
principles. Richard Griffin executed a testamentary
paper, dated 27th September 1777. On the 18th of
January 1789, he began a paper, and having ^vritten
no more than the commencement of what he meant to
do, being called away to dinner, he locked up th«
paper. On the 27th of the same month he died sud-
denly, while sitting on the bench as a justice of the
peace. The questions were, whether this unfinished
paper was a revocation of the former paper executed
in 1777 : or, whether it was to be established substan-
tively, and conjunctively with the former paper. It
was determined, that the unfinished paper could have
no effect ; tlie testator having lived eight days after
making it, in health and capable of business ; and not
having concluded it, the presumption of law, even if
there had been no other paper, would have .been, that
he never meant to finish it ; or that it was intended
only as a draft for consideration ; and the case was
itill stronger as there was an executed paper.
(3) Cited in Mattliews v, Warner, 4yez. jua. 197. note (a) and
tee 99 parU Fearon 6 Vsz. jun. 644.
176 Making and publishing With. Chaf. V
The same doctrine is recognized by Lord Eldon,
in the late case of Coles v. Trecothic^ who thus ex-
presses himself on the point : '' The observation is
just^ that as to personal estate^ if it appear upon the
will, that something more was intended to be done,
and the party was not arrested by sickness or death,
that is not held a signing of the will/' It seems,
therefore, to be now understood, that not erery scrap
of paper which a man writes in contemplation of
Of the death, making mention of intended dispositions of his
principle ,
oo which personal property, will be received in the Eccltsias-
the Coaits . r i .^
act lA re- tical Court as testamentary ; but it must appear, and
rejecting that from the paper itself, and not from extrinsic evi-
papertas dence, that the writer intended the paper to operate
JJy. * as it stood when it was written, without contemplating
any farther act to be done to give to it its perfection
and full authenticity ; and this intention, every such
paper, if it contains dispositions of personal property
prospectively to the decease of the party, will be held
to import, unless by its mode of expression or manner
of execution, it discloses a suspended intention in the
party framing it.
But the further act intended to be done, must
be such as denotes a suspension of the actual in-
tention to make an operative disposition. In the
case of the will of William Huntingdon, the late
dissenting minister of Providence Chapel in Gray's-
Inn-Lane, an attorney had taken down the dispositions
of his property from the mouth of the testator, and
afterwards read them over to him, and the same were
approved by him, and a fair copy directed to be made
• QVea.jun. ^9,
3
Sect. 17. Personally. I7t
and brought to him the next morning to be ei[ecuted
as a will, but the testator died in the course of the
night. Dr. Nicholl held this circumstance, of the
direction to the attorney to make a fair copy, and
bring it next morning to be executed, as conclusive
of his having fully made up his mind on the subject
of his will, and accordingly pronounced for the vali- t
dity of the testamentary paper, and refused the ap-
plication on the part of the next of kin, to have the
costs paid out of the estate.
It seems hardly necessary to say, (the proposition
being implied in what has gone before,) that the paper
must appear to be written with the actual design of
disposing after death of the property in question.
There must be the animus testandi, which is rendered
in the Touchstone ^ by the expressions of '^ a mind
to dispose — ^a firm resolution and advised determina-
tion to make a testament ; for it is, says that book,
the mnd, not the words^ which doth give life to the
testament." Therefore, continues the same author,
" if a man rashly, unadvisedly, incidentally, jestingly,
or boastingly, and not seriously, write to say, that
sach a one shall be his executor, or have all his goods,
or that he will give to such a one such a thing ; this
is no testament, nor to be regarded" (4). Upon the
' 404.
(4) A case recently decided at the Commons, raised the .question
of the animus testandi upon a rery singular state of facts. It was
ft proceeding relative to the will of T. N. deceased, an attorney,
which was propounded on the part of his two children, who were
the UQiTersal legatees named in it, and opposed by the widow. N.
W been in habits of intimacy with K., they haying frequent oc-
cuioa to transact business together, the former as the solicitor,
N
ITS Making and publishing Wills. Gh^p. I.
l)4tol€^ therefore^ the mind and intention seems Co be
eTery thing— the manner nothing. Insomuch^ that if
and the latter as the steward of Sir C. M. Upon these occasiont
they were in the habit of ridiculing the general prolixity of legal
Instruments, and of trying their skill in framing them with the
greatest possible brevity. On the 30tk of July 1803, (the date of
A^ will in qaestion,) N. and K* dined together, and after dimiBr
K. hapdcd a paper into N.'s haiidl, saying^ ^^ it waa hi^ will, and
asking him if it was not a Talid qne." I^. answered, that it waa a
Tery good will, and immediately took a sheet of paper and wrote
the will in question in these terms : ^' I leave my property between
my two children ; I hope that they m ill be virtuous and independ-
ent, and that they will worship Gcfd and not black coats." He
then signed it, and giving it to K. said, ^^ There, there is as good
a will as I shall probably ever make." After he was gone, K.
tij^ned his name as a witness, and put the paper among some papen
of his own. N., who was then a widower, afterwards married the
defendant.
In the testator's last illness, K., who stated himself to have
foi^gotten the transaction in question, urged him to make his will,
tp If hjch he answered that ^^ he did not know but that the law
would mak.e as gopd a disposal of his property as he should ; but
that when he got better he would, in compliance with the desire of
his friend, make his will."
N. died of this illness, and the paper in question was the only
paper of a testamentary kind found- among his papers. Sir J. Ni*
eholl was of opinion, that if the above facts were to be received
•o the evidence of K., he must pronounce against the will, as
wanting the animus testandi. He was of opinion that the evi-
dence ought to be received. The evidence of such a witness, bow-
ever, when in derogation of his own act, should be received with
extreme caution. The testator did not appear to intend that it
fhould be witnessed by K., and gave no directions for its preser-
tatlon. Neither does it appear (hat he ever made any mentioD of
the paper in question ; and his declarations, during his illness, ra-
ther indicated an intention to die intestate unless he got better*
The court, therefore, though exercising every cantion as to the
evidence of a witness in derogation of his own act, felt itself bound
to pronounce against the will.
Sect. 17. Personalty. 179
a testator^ by a paper^ subsequent to his wiU^ says he
has bequeathed personal property^ which in fact he
has not bequeathed^ the paper may be proved as tes-
tamentary^ and the property may pass by it^. And
even an indorsement on a note^ '^ I give this note to
A.*' it is said may be proved as testamentary'. But it
is worthy of observation^ that where a testator had -
left five testamentary papers^ inconsistent with each
other^ and probate of all had been granted in the
Spiritual Court, Lord Eldon regretted that there was
no solemnity necessary for personal estate, and observ-
ed that he thought it would be expedient to apply the
provisions of the statute of frauds to this description
of property *.
Dispositions by nuncupative testaments, where the
estate bequeathed exceeds the value of 302., are laid by
thestatute of frauds under many restraints. The clauses
of the statute relating to the matter, are as follow :
'' XIX. And for prevention of fraudulent prac- Noncapa-
lices, in setting up nuncupative wills, which hate been
the occasion of much perjury, (2) be it enacted by the
authority aforesaid. That, from and after the afore-
said four and twentieth day of June, no nuncupative
will shall be good, where the estate thereby bequeath-
ed shall exceed the value of thirty pounds, that is not
proved by the oaths of three witnesses (at the least)
that were present at the making thereof; (3) nor un- Explained
less it be proved that the testator, at the time of pro- cfie. •"li.
nouncing the ^ame, did bid the persons present^ or
^ 6 Vez. jun. 397.
' 4 Vez, jon. 555. Chaworth v» Beech, and see 3 Vez. jun. 160.
' 6 Vez. Jan. 380. Beauchamp v. Lord Hardwicke, 4 Vez. jun.
208.
N 3
180 Making and publishing Willa. Chap. 1.
some of them^ bear witness^ that such was his will^ or
to that effect ; (4) nor unless such nuncupative will
were made in the time of the last sickness of the de-
ceased^ and in the house of his or her habitation or
dwellings or where he or she hath been resident for
the space of ten days^ or more^ next before the mak-
ing of such will^ except where such person was sur-
prised or taken sick^ being from his own home^ and
died before he returned to the place of his or her
dwelling.
' '^ XX. And be it further enacted^ That after six
months passed after the speaking of the pretended tes-
tamentary words, no testimony shall be received to
prove any will nuncupative, except the said t^timony,
or the substance thereof, were committed to writing
within six days after the making of the said will.
Probates <c XXI. And be it further enacted. That no letters
ofnuncu-
P;![»ve testamentary, or probate of any nuncupative will,
shall pass the seal of any court, till fourteen days at
the least after the decease of the testator be fully ex-
pired ; (2) nor shall any nuncupative will be at any
time received to be proved, unless process have first
issued to call in the widow, or next of kindred to the
deceased, to the end they may contest the same, if
they please."
Sir William Blackstone observes* that the legislature
has provided against frauds in setting up nuncupative
wills, by so numerous a train of requisites, that the
thing itself has fallen into disuse ; and is hardly ever
heard of but in the only instance where favour ought
to be shewn to it, — when the testator is surprised by
* Comm. 3 ToL 600.
wills.
SfecT. 17. Personally. 181
sadden and violent sickness. The testamentary words
must be spoken with an intent to bequeath^ and, as
^ the same learned writer observes^ not in any loose idle
discourse; for he must require the bye-standers to
bear witness of such his intention. The will must be
made at home^ or amon^ his family or friends^ unless
by unavoidable accident^ to prevent impositions by
strangers. It must be in his last sickness ; for if he
recovers^ he may alter his dispositions, and has time
to make a written will. It must not be proved at too
long a distance from the testator's death, lest the
words should escape the memory of the witnesses ; nor
yet too hastily and without notice, lest the family of
the testator should be put to inconvenience or sur-
prize.
It is to be remarked, that the words in this clause And of the
are, that '^ no nuncupative will shall be good, that is evidence,
not proved by the oaths of three witnesses at the least,
that were present at the making thereof ;: whereby
the construction is excluded, which, we have seen,
has allowed the publication of a written will of lands
to be established by the proof of any one of the three
lubscribing witnesses. Dr. Shallmer', by will in
writing gave 200/. to the parish of St. Clement Danes :
and afterwards, Prew, the reader, coming to pray
with him, his wife put him in mind to give 200/. more
towards the charges of building their church : at
which, though Dr. Shallmer was at first disturbed,
yet afterwards, he said he would give it, and bid Prew
take notice of it ; and the next day bid Prew remem-
1)er what he had said to him the day before, and died
that day. Within three or four days after, the Doc-
* Phillipt 17. the Parbh of St. Clement Danes, 1 Eq. Ca. Abr.
404,
189 Making and publishing WiUs. Chap. I.
tor's widow put down a memorandum in writing of
the said last devise^ and so did her maid. Prew died
about a month afterwards, and amongst his papers
was found a memorandum of his own writing, dated
three weeks after the Doctor's deaths of what the
Doctor said to him about the 200/. and purporting
that he had put it in writing the same day it was
spoken ; but that writing which was mentioned to be
made the same day it was spoken^ did not appear;
&nd these memorandums did not precisely agree.
About a year. afterwards^ on the application of the
parish to the Commissioners of Charitable Uses^ and
their producing these memorandums and proofs by
Mrs. Shallmer and her maid, they decreed the 20W.
But on exception taken by the executors^ the decree
was discharged of this 200/. and the Lord Chancellor
held it not good^ because it was not proved by the
oath of thr^e witnesses : for though Mrs. Shallroer
and her maid had made proof, yet Prew itas dead,
and the statute in that branch requires not only three
to be present, but that the proof shall be by tiie oath
of three witnesses.
pati^win U^^^l probate has been obtained of a nuncupative
JhLd^ie ^^^ ^* cannot be set up in pleading against the td-
Ste."^ ministrator, as appears by the case rf Verhorn v,
Brewen*, where an administrator brought a biU to
discover and have an account of the intestate's estate ;
and the defendant pleaded, th«t the supposed intestate
made a nuncupative will, and another person execa-
tor ; to whom he was accountable, and not to the
plaintiff, as administrator* But it was decreed, that
though there were such a nuncupative will, yet it was
1 Chan. Ca. 199.
Sect. 17. Personalty. 18S
not pleadable against an administrator before it waft
proved.
No nuncupative disposition^ though made and pub- ofaUenng
li«hed with the due formalities prescribed by the l9th wuibya
and 20th sections^ can make any alteration in a written dve^dupo-
will, by reason of the restriction in this particular
contained in the 23d clause of the statute. Yet if A
legacy given by a written will has lapsed^ or was void
for some legal objection^ such legacy might be the
subject of a nuncupative disposition. Thus^ where
one G. S. (5) on the 2d of September, 1679, made his
will in writing, and appoiuted E., his wife, his execu-
trix, and gave all the residuum of his estate, after
some legacies paid, to her, and the wife died in the
testator's life- time, who afterwards made a nuncupa-*
live codicil, and gave to another all that he had given
to his wife, and died, and the single question was,
whether this nuncupative codicil was allowable, not-
withstanding the 22d section of the statute of frauds ;
it was resolved by Sir Hugh Wyndham^ Justice, Sir
Thomas Raymond, and several civilians joined in the
commission, that the nuncupative codicil was good ;
for, by the death of the wife before the testator, the
devise of the residue was totally void, and so there
was DO will as to that part.
The Kuncupative codicil was, therefore, in the fore-
going case, a new disposition as to the residue, be-
cause, as to so much there was no will, its operation
being determined. And it was objected, that, by thij
€aaie reason, if any part of a will in writing was made
(5) Sir Gliomas lUymoiid, 334. before the Delegates at Serjeant's
Inn, December 9, ia79.
1
181; Making and publishing Wills. Chap. L
by force or frauds the thing so given and specified in
that part^ may be devised by a nuncupative codicil^ and
80 the will might be altered contrary to the words of
the statute : but it, was answered by the Courts that if
such part of a will was so obtained^ it was no part of
the willy and so such codicil would be no alteration of
what was not^ but would be an original will for so
much. And they further said^ that if A. be possessed
of an estate of lOOOZ. and by will in writing, gives a
part of it as 500/. to B. he might give the residue by a
nuncupative will^ so as he did not change the executor.
It has been held^ that a disposition^ not valid as a
nuncupative will, for want of the observance of the
formalities required by the statute, may be supported
as a trust in equity. The case cited in support of
which proposition, is that of Nab v. Nab^, where a
daugliter, having deposited 1802. in the hands of her
mother, made her will, and gave several legacies, and
made her mother executrix, but took no notice of the
180Z. ; but afterwards, by word of mouth, desired her
mother, if she thought fit, to give the 180/. to her
niece ; and on a bill filed by the niece for this sum, it
was proved in the cause, for the plaintiff, that the
daughter, after irikking the will, had said, she had left
her niece 180/. as a legacy, but the parol declaration
of the daughter appeared only by the answer of the
mother upon oath.
It was agreed, that this was not good as a nuncu-
pative will, being above 30/. and not reduced into
writing within six days after the speaking, as the sta-
tute of frauds requires. But the mother was decreed
to be a trustee for the niece. I find no other case
that comes up to this doctrine, and, perhaps^ the courts
; 10 Mod. 403. Gilk. Eq. Rep. 146.
Sect. 18. CJiarilahle Uses. 185
will not hereafter^ if the point should arise^ be dis-
posed to be ^ided by a sing'le precedent^ so opposite
to that feeling of regret which, of late, they uniformly
express in being forced into a departure from the
plain and wholesome provisions of the statute, by the
stress of authorities.
By the 23d section of this statute, soldiers in actual Ofaoidien'
military service, and mariners and seamen at sea, are meo*«wUif.
excepted out of the clauses restraining the testamen-
tary power, in respect to personal estate. Soldiers
may still, therefore, make nuncupative wills, or re-
vocations of personal estate, and dispose of their
goods, wages, and other chattels, without the forms
required by the law in other cases. And by statute
5th William 3. c. 21. sect. 6. the probate of any com-
mon soldier, was and continues to be exempted from
the duties imposed by that act. With respect to sea-
men, however, the power of making nuncupative wills
left to them by the statute of frauds in the unfettered
state in which it stood previously to that statute, has
been laid under restrictive provisions by subsequent
statutes, for their better security and protection a-
gainst fraud and imposition. The regulations which
regard this object will be found in the abstracts of the
statutes, 26 Geo. 3. cap. 63. and 32 Geo. 3. cap..34,
subjoined to this volume, for the convenience of rtt-
ference.
Section XVIII.
Chantable Uses.
A GIFT in mortmain was a phrase signifying a do* stitutet of
nation of lands or tenements to corporations, sole or
aggregate, and implying that by such a gift as well
186 Making and publishing WiU$. Osap. I.
the fruits of tenure due for such property to the JLord
of the fee^ as the services due out of such fees for the
defence of the realm^ became extinguished and lost,
and the lands were as unproductive as if they were in
the hands of a dead man. By Magna Charta it was
therefore provided^ that '' it should not be lawful for
any«one to give his lands to any religious house^ and
to take the same again to hold of the same house ; nor
should it be lawful to any house of religion to take the
lands of any^ and to lease the same to him from whom
they received it. And if any from thenceforth should
give his lands to any religious house^ and thereupon
be convict, the gift should be utterly void, and the
land should accrue to the Lord of the fee/'
A great many subsequent statutes became necessary
to defeat the devices of the ecclesiastics, (who, in
early times, were the persons most learned in the law,)
the object of which was to elude restraints which
went in a great measure to cut up the sources of
their wealth and accumulations.. Thus the statute de
religiosis, 7 Ed. 1. st. 2. after reciting the prevailing
artifices whereby the former prohibition had been
evaded, ordained that " no person, religious or other,
whatsoever he be, should buy or sell any lands or
tenements under the colour of gift or lease, or re-
ceive by reason of any other title, whatsoever it be,
or by any other craft or engine, lands or tenements,
undjsr pain of forfeiture of the same." But this sta-
tute being held to extend only to gifts, alienations^
and other conveyances, the ecclesiastics evaded it,
by pretending title to the land which they were de-
sirous of obtaining, and so recovering it in an action,
by collusion with the tenant'. By the 13th Ed. 1.
c« 3^ they were precluded from acquiring lands by
*ft]ia«t70»
Sect. 18- CharitabU U$e9. 187
purchase^ gift, lease, ot recovery ; whereupon they
resorted to the method of causing the lands to be con-
veyed to other persons and their heirs, to the use of
them and their successors ; which answered for some
time, till by the statute 15Ric. 2. c. 6. this was also
enacted to be mortmain, and within the forfeiture of
the statute de religiosis. But as the statute of Rich-
ard was held only to eltend to corporations, the sta*.
tute 23 H. 8. c. 10. carried the prohibition to parish
churches, chapels, guilds, fraternities, commonalties,
companies, or brotherhoods, without corporation.
But it still continued to be held^ that lands might
be given to any persons and their heirs, for the find-
ing of a preacher, maintenance of a school, relief of
maimed soldiers, sustenance of poor people, repara-
tion of churches, highways, bridges, causeways, dis*
charging^ the poor inhabitants of a town of common
charges, for the nmkitig of a stock for poor labourers
in Ihisbandry and poor apprentices, and for the mar-
riage of poor virgins, or for any other charitable uses.
And it was further hdd, that by obtaining proper li-
cences from those who would be entitled to the for- '
feitnre (1), aKenations in mortmain might still be
made^ as appears from the preamble of the stat. de
* 1 Rep. 26.
(1) These grants io mortmain were never atoided so as to let in
the heirs at law ; but the title by the forfeiture was giren to the
King or the mesne lords. The Statute of Wills, 32 H. 8. c. 1. gate
a geiiAttl (Hywer of devising, but the explanatory act, 34 H. 8. c. 5.
cxcsj^ad oorporatiofis ; so that devises to corporations were voiJ^
tnd could not be dispensed with by licence ; and \)y consequence
let in ihe Mr^ from the passing of the stat. of 34 H. 8. c. 6. to the
43 Bl* c. 4. except where there happened to be a custom for derising
ts mortmain. See the Tear Book, 45 Ed. 3. 26.
188 Making and puUishing Wills. Chap. I.
religiosis*'. The Kings of England for the most part
grounded their pretensions to this power of licensing
bn the right, asserted by them to be inherent in the
crown, to dispense with Acts of Parliament : which
dispensing power was found to produce such danger-
ous consequences in the exercise thereof by James II.
that in the first year of the reign of William it was
enacted, that no dispensation by non obstante to any
statute should be allowed, but that the same should be
held void and of none effect, except a dispensation
be allowed in such statute^. But by the subsequent
statute 7 and 8 William 3. c. 37. power to licence in
mortmain was expressly given to the crown, and the
2d and 3d Anne, c. 11. enabled any person, by deed
enrolled, to give to the corporation for augmenting
the maintenance of the poorer clergy, lands or goods,
without licence.
By the 43 El. c. 14. special provision was made by
Ck)mmissioners, to be named by the Lord Chancellor
or Chancellor of the duchy of Lancaster, within the
county palatine, to enquire by the oaths of twelve
men into all charitable gifts and appointments, and
the management and application of them, and to make
orders and decrees concerning their 'administration :
which statute was construed to supply, all defects of
assurances, where the donor was of a capacity to dis-
pose, and had an estate in any way disposeable by him :
as if a copyholder disposed of copyhold lands to a
. charitable use, without surrender, or tenant in tail
conveyed without fine, or a reversion was granted
without attornment, all such like defects were sup-
• 2 Inst. 74. and see the statutes 18 Ed. 3. st. 3. c. 3. 17 &'•
% c. 3.
^ 4 Hawk. P. C. 348. Harg. Co. Litt. 130. n.
Sect. 18. Charitable Uses. 189
plied by this statute^ and considered as good by way
of appointment (2).
The Court of Chancery will relieve by original Chantabit
bill upon a gift to charitable uses within the statute ; voarshewn
to them.
and, proceeding on the principle of the statute/
has shewn great favour to charitable donations.
Thus a legacy given generally to a public charity has
been considered as sufficiently certain, and the exe-'
cutors have received the directions of the Court as to
the disposal of it*. And where a charge of 1000/.
on a manor was to be applied to such charitable uses
as the testator had by writing under his hand direct-
ed, equity supported the bequest, though no such
writing was found '. ' Thus also where there was a
gift of the residue of personal estate to such charita-
ble uses as the executor should appoint^ though the
executor died in the life-time of the testatrix, the de-
vise was carried into effect^. And a devise to chari-
table uses, declaring no use, has been supported ; in
which case the King appoints under his sign manual \
So also where the charity has been against the policy
of law^ the same prerogative holds ; as where it was
• 1 Bro. C. C- 13. Widmorer. the GoTcmorsof Queen Anne's
' 1 Vera. 224. Attorney General v. Syderfin.
' 3 Bro. C. C. 517. Moggridge v. Thackwell.
* Ambler 712. Attorney (Jeneralp. llerrick.
(2) That dcTises to corporations were under that statute consi-
dered good by way of appointment, See Hob. 136. Moor, 888. 1
Ley. 284. But note that the words ^ limit and appoint' in the sta-
tute did not carry the legal estate, but operated only as a gift of the
stile dominium^ to bind the legal estate in^the hands of the heir.
196 Making and publishing Wills. Chap. L'
to establish a jesuba to teach the Jewish religion S- or
to educate poor children in the Roman Catholic faith ^.
And where a charity has been so given ns that there
can be no objects of it^ it seems that the Court will
order a different scheme to be laid before it '. Thus
where a trust was created for the propagation of the
Christian religion^ among the natives of New Eng-
land^ there being no infidels to convert within the in-
tended limits^ and the colleges which were appointed
to administer the charity having become subject toa fo-
reign power^ the master was directed to propose apian
de novo for the application of the produce of the estates
according to the general intentions of the testator "".
Thus also^ upon the same principle of favour^ where
a residue of personalty is left to charitable uses^ which
proves to be more than sufficient for the object^ if it
appear to be the testator's intention to dispose of the
whole surplus that way^ the remainder will be ap-
plied to similar purposes ^ The Court is also very
indulgent to charity cases in matter of form. Thus
where the information prays a wrong relief^ the
Court will give such relief as will do justice "^^ and
holds out its assistance to charities under circumstan-
ces in which it would not give relief in ordinary
' Ambl. 2^8. Da Costa v. De Pas. Reg. iib. A. 1754, fol. 309.
* 7 Vez. Jun. 490. Gary v. Abbot.
' 3 Bro. C. C. 166. Attorney Genera! v, Oglander.
* 3 Bro. C. C. 171. Attorney Genera) v. the City of London.
■ 3 Bro. C. C. 373. Attorney General v. the Earl of Win-
Chelsea. See this doctrine of cy pres as applied to the execution
of a charitable use, where the express object fails, io 7 Vex. Jun.
324. Bishop of Hereford v. Adams, 11 Vez. Jun. 367. Attorney
General v. Wbitely ; and see IKgest xxxiii. Tit. 2. de usu et usu-
fructu legatorum.
* 1 Ve«. 12..43. 413. U Vez. Juo. i47.
Bect. 18. Charitable Uses. 191
cases ^ and often gives the relators costs beyond the
taxed costs \
The statute 9 Geo. 2. c. 36. enacts, '' that from '^^^«t« of
the June 24^ 1736, no manors, lauds, tenements, caiied the
rents, advowsons, or other hereditaments, corporeal Act.
or incorporeal whatsoever, nor any sum or sums of
money, goods, chattels, stocks in the public funds, se-
curities for money, or any other personal estate what-
soever, to be laid 0Kt or disposed of in the purchase
of any lands, tenements, or hereditaments, shall be
given, granted, aliened, limited, released, transferred,
assigned, or appointed, or any ways conveyed or set*
tied, to or upon any person or persons, bodies politic
or corporate, or otherwise, for any estate or interest
whatsoever, or any ways charged or incumbered by
any person or persons whatsoever, in trust or for the
benefit of any charitable uses whatsoever ; unless
such gift, conveyance, appointment, or settlement of ^
any Mich lands, tenements, or hereditaments, sum or
sums of money, or personal estate (other than stocks
in the public funds) be made by deed, indented, seal*
ed, and delivered, in the presence of two or more cre-
dible witnesses, twelve calendar months at least before
the death of such donor or grantor, (including the
days of the execution and death) and be enrolled in
his Majesty's High Court of Chancery, within six
calendar months next after the execution thereof ;
^11 Vez. Juii. 367. And as to the extent and comprehenfiion
of the term ' charity' in a proper legal sense, and what deacription
of objects are brought within the Eame indulgence, see 10 Vex.
Jan. 522. Morice v. Bishop of Durham, and the case of Downing
College, in Wilmot's opipions and judgments. See also Duke,
Ch.lO. sect. 2. for the adjudged cases on the great enabling statute,
43 £1. c. 4. wherein the writer expounds what it a good charitable
me within thai statute. See also Poph. 139.
* 7 Yea. Jon, 425,
19S Making and publishing Wills. Chap. I.
and unless such stocks be transferred in the public
books usually kept for the transfer of stocks^ six ca-
lendar months at least before the death of such grant-
or or donor^ (including the days of the transfer and
death) and unless the same be made to take effect in
possession for the charitable use intended^ immedi-
ately from the making thereof, and be without any
power of revocation, reservation, trust, condition, li-
mitation, clause, or agreement whatsoever, for the
benefit of the donor or grantor, or of any person or
persons claiming under him/' And by the 3d sec-
tion, all gifts or transfers made in any other manner
or form than is directed by this statute, are declared
to be void. By the 2nd section, gifts or transfers
for valuable consideration actually paid, and bona fide
made, are excepted. The 4th section provides that
the Act shall not extend to make void the dispensa-
tions of any lands, tenements, or hereditaments, or
of any personal estate to be laid out in the purchase
of any lands, tenements, or hereditaments, which shall
be made in any other manner or form than by this
Act is directed, to or in trust for either of the two
universities, or any of the colleges or houses of learn-
ing within either of the said universities, or to or in
trust for the colleges of Eton, Winchester, or West-
minster, for the better support and maintenance of the
scholars only upon the foundations of the same col-
leges. But by the succeeding section these colleges
are restrained from holding or enjoying more advow--
sons than shall be equal in number to a moiety of the
fellows or persons stiled or reputed as fellows, or
where there are no fellows or persons reputed as fel-
lows, to a moiety of the students on the foundation,
not computing advowsons given for the better sup-
port of the headships of any of the said colleges in
the number.
Sect. 18. Charitable Utes. 193
m
In the case before Lord Hardwicke^ of the Attor- LordHard-
wickc's cx«
ney General v. Weymouth', his Lordship slated with position of
_ , tiie pur-
great distinctness the purview of the statute. " It is view of the
insisted/' said his Lordship, '' that the true intention Act.
of the Act was, according to its title, to restrain the
disposition of lands, whereby they became unalien-
able ; and that this was the only intention of the Act
But I think the intention of the Act is taken up much
too short; for the title is no part of the Act, and has
often been determined not to be so, nor ought it to
be taken into consideration in the construction of this
Act ; for originally there were no titles to the Acts,
but only a petition and the king's answer ; and the
Judges thereupon drew up the Act into form, and .♦
then added the title ; and the title does not pass through
the same forms as the Act itself, but the speaker, after
the Act is passed, mentions the title, and puts the
question upon it : and therefore the meaning of this
Act is not to be inferred from the title, but we must
consider the Act itself. It first takes notice that gifts
and alienations of lands in mortmain are prohibited
by divers wholesome laws, as prejudicial to the com-
mon utility ; and then it proceeds, that nevertheless
this puUic mischief has greatly increased, by many
iarge ancf improvident alienations or dispositions,
made by languishing or dying persons, or by other
persons, to usea called charitable, to take place after
their death, to the disherison of their lawful heirs.
The reason of this statute was to hinder gifts by dy-
ing persons out of a pretended or mistaken notion of
religion, as thinking it might be for the benefit of
their souls, to give their lands to charities, which they
paid no regard to in their life-time ; and therefore
' AiabL 20. aod see the Collectansa Juridica^ 433.
O
,^
' I
I94f Making and pubUshing WiUs. Chap. I.
the Act of Parliament has not absolutely prohibited
the disposition of land to charitable uses^ but left it
to be done by deed executed a year before the death
of the grantor^ and enrolled within six months after
execution. The legislature blended the two incoor
veniences together : the act of languishing and dyings
persons and the disherison of heirs*' (3).
peviie^of Iti ^^|is case of the Attorney General v. Lord Wey-
landt to be -^ ^
«oid, and mouth, the devise was of land to be sold^ and the re-
the money . -. ,
to go to a sidue of the money after payment of debts^ &c. wai
within this to go to a charity. And though such a devise does in
contemplation of equity usually convert the real into
« personal property^ yet as the statute had expressly
provided not only that lands themselves should not be
given to charitable uses, but that they sbould nofrbe
chiGurged or incumbered for such purposes^ a devise of
lands to be sold and the money to be laid out in cha*
ritable uses, was considered as withitt . both prohibi-
tionit, for here the lands were devised expressly for
th^ ultimate plgect of a charity, and furthermors
these lands were <;harged for a charitable use. It was
to.be considered too, Uiat it was a gift of the rents and
profit till a WLle ; and how long such sale might be
poi;tpone4 pohody knew ; for no man had a right to
CQmp^ the t^ufte^B to. sell, if they paid the debts and
legf^cj^, but t)iQ charity ; so that being a devise of
the r^ot^ and pr^fit^ \L was in effect a devise of the
(3) The ftattttQS of Bioitcnaiii, and the law. 119 to perpetutticSy
If ere sufficieot before the ctatutfc^ 43 El. c. 4. to preyent lands froA
(eiDg rendered unsliesiBble. The 4S^ El. c. 4« reTiTed the power a)
%o charitable uses ; and for prerenting the abuse of this only method
remaining of granting in perfetoitjr, the itAtate 9 G. %. c* 3S* wu
•nacted. * « .
J
Sect. 18. Charitable Uses. 193
lands themsc! ves. And as to the devise of the money
arising from the sale^ it was not thought necessary to
the determination of the question upon the statute^
to say whether it should be considered as a devise of
the land or of money. If the Act were not in the
way^ the persons intitled to the residue might come
and pray to have the land in that Court instead of the
money^ and might have retained it as land ; and as
the testator had given them the profits till sale^ he
had made them owners in equity of the estates. But
it was not necessary to rdy upon these grounds, since,
whether the thing devised were considered as land or
money, for the reasons above-mentioned the devise
was void.
So Kkewise although a mortgage is considered as Mortgares
1 • *^ • 1 i% • terms of
personal estate m equtty, and a term of years is per- years, and
sonal both at law and in equity, yet a devise of such cured on
subjects for a charitable use is not good within this rate^ not
statute, the words being, that the lands shall not be in m^n-^
conveyed or settled for amf estate or interest whatso- "**"*
ever, or any ways charged or incumbered in timst or
for the benefit of any charitable use •. So neither
can m<Miey secured Mpon tolls or by assignment of
poor rates or county rates, pass under a bequest to a
charity, for they all come out of the realty *, and the
same doctrine has prevailed in respect to a lease under
the Crown of the right to lay mooring chains in the
river Thames*.
Money firiven to be laid out in lands is within the Money
•^ " iriven to h*
* 2 Yes. 44. Att Gen. v. Meyrick. Ambl. 155. Att. Gen. p.
GraTes.
* 10 Yez. Jan. 41. French o. Sqaire.
I Anbl. 307. Nejpis v. Coulson.
o 2
196 Making €md publiskmg Wills. Chap. I.
laid ont in wordfl of the Act ; but whef^ a bequest was made to
vitbin charitable uses to be secured by the purchase of lands
of the act. of iiiherilBince ov Otherwise ^ it was determined that
tionaf* such devise was good by force of the words or other-
'wise. Por if a devise in a will is in the disjunctive
and leave to the executors two methods of doing a
particular thing, the one lawful and the other prohi-
bited by law, the Court cannot say, that because one
method is unlawful^ the other is so too^ and therefore
the whole bequest is void. If one is lawfal that mtist
be pursued and take effect. ' Aiid though some stress
at the bar was laid upon the words in the will direct*
•ing the benefit to be for ever^ yet the Lord Chancel-
lor would not allow any weight to the objection ; and
he mentioned that there might be annuities not pay-
able out of land that might have probable continu-
ance in perpetuum, as Sir Thomas White's c^rity^
which was a disposition of money to be employed in
continual rotation in loans of sevei^l sums to poor
tradesmen for stated periods^ and any man might by
will give a perpetual charity in this manner at this
day. And the words heirs snad assigns import no ne-
cessity for a purchase of lands ; up6n which part of
the argument his Lordship said he would suppose that
an obligor bound himself, his beirs^ executors^ and ad-
Ininistrators^ in a sum of money to a Papist, who ob-
tained judgment on the bond and took out an elegU,
in such case it ka(f been held at the assizes that the
Papist could not maintain ejectment^ and yet the bond
was good to bind the person of the obligor and his
representatives, but not to charge his lands, or his
heirs who represented him in his landed capacity.
Money bequeathed to the corporation of Qireen
Aune^ft bounty, because, by the 16th rqle of that cor-
Sect. 18. Charitable Uses. 197
poration^ it is to be placed out in the public funds till
laid out in proper purchases of lands, was in one case
held within the Act ''. But in Grayson v. Atkinson *,
where a testator gave 40/. to be applied towards pror
curing Queen Anne's bounty; and till that could be
obtained the interest of the same was to go towards
augmenting the curate's salary ; though the rule of
the commissioners of the bounty was^ that if anybody
>vill give 2001. they will add 200/. more, the whole
to be laid out in land; Lord Hardwicke thought it
bard to extend the statute of mortmain to that case ;
and as the testator had not expressly directed the
money to be laid oijt in land, he would consider it as
a legacy of money, and direct it to be laid out in the
funds; which, he said, would not prevent the end
designed of procuring the Queen's bounty ; for the
commissioners might, nevertheless, lay out their pro-
portion of the augmentation money in land : the
secretary to the commissioners having reported that
though the rule was as above stated, yet there was
another rule or bye-law — that the donations of testar
tors should have effect.
Upon similar principles to those which prevailed i
in the last-mentioned cases, it has been determined
(4) that where a man devised money to a charity, and
• Ambler, 637. Widmore v. Woodrofffe. * 2 Vex. 464.
(4) Grimmett v. GriiDmett, Arobl. 210. Collectanea Juridica
1 Vol. 454- But in the case of Grieves v. Case, 4 Bro. C. C. 67.
Ashharst and Eyre, Lords Commissioners, held that a direction to
place money at interest^ until an eligible purchase of land could be
made, was holden to be within the statute. And they obsenred
that Grimmett v. Grimmett turned upon a jery nice criticism of th«
eiprMtioiu
19S Making and publishing Wills. Chap. I.
directed it to be laid out in the public funds, till the
whole could be laid out in lands to the satisfection of
his trustees, such devise was not within the statute
under consideration : for though, if a person directed
money tp be laid out in lands to a charitable use, it
would be void, yet in this case the Court would order
the money to be placed in the funds till the purchase
was made. And so also where a man gave it in such a
manner as that the land to be purchased was the final
end of the thing given, yet where there was sufficient
room for the Court to say there was a discretionary
power in the trustees to lay out the money one way
or another^ either in the funds or in lands, such de-
vise ought to be held good upon the same principle
on which the awe of Soresby v. Hollins was decided.
Here the direction was to lay out the money in the
funds until it could be laid out in lands to the satis-
faction of the trustees. When could that be ? Not
while the statute of 9 Geo. 2. was in force. To do
so would be to act in opposition to their trust. And
in a late case in the King's Bench where there was a
devise to trustees^ of land to be applied by them and
their successors, and the ministers for the time bein^
of a Methodist congregation^ as they should from
time to time think fit ; it was clearly held not within
the statute^ and that the trustees might recover at
*
law, however the Court of Chancery might after-
wards direct the application of the fund ^
forth^^op. To support that which at the time of the will was
^r of " *" mortmain, having been originally given before the
wadV'm "^ statute, is held to be a legitimate object of a will ; as
njortmain, yrhete a bequest was made of 200/. to repair a free
[ 6 East, 328. Doe on dem. Toone and West v. Copestake«
Stct. 18. Charitable Use9. 199
chapel'; but ground cannot be purchased for the
purpose of erection*. It has also been decided that
where before the statute a testator devised the whole
profits of an estate to a charity^ if the rents at any
time after the statute should be increased^ they must
go to the inprease of the charity^.
But in a case "^ where money was given to build a
church where a chapel stood^ and the Bishop dis«
tented^ the same favouring maxims which seem to
have pfeyailed in many other cases where the object
has failed^ were not adopted by Sir Lloyd Kenyon^
Master of the RoUs^ who refused to apply the money
towards repairing^ or otherwise^ saying that the in-
tention must be implicitly followed^ or nothing could
be done. And in the case of Mog v. the President
of Bath Hospital ^ though Lord Hardwicke said^ that
since the statute of mortmain^ 9 Geo. 3. c. 36. he had
endeavoured to give charitable legacies etTect as far •
as he could (5) ; yet he would not set up new rules
* Ambl. G51. Harris v. Barnes, same v. Nash.
* Ambl. 751. Att. Gen. v. Hyde. 3 Bro. C. C. 588.
^ AmbL 190. Att. Gen. v. Johnson, Ambl. 301. Same tr«
Sparks, and see 7 Vez. Jun. 340.
* 1 Bro. C. C. 444. Att. Gen. v. Bishop of Oxford. See also
S Bro. C. C. 428.
* 2 Vez. 52.
(5) Where a snm of money was left towards establishing a
school, Lord Longhborough thought that though under this dispo-
sition be could not direct any part to be laid out in land or build-
ing, yet the master might teach in his own house or in the church.
And he ordered a scheme to be laid before the Master in Chancery
which would not include the application of any part of the tilw^
deads to the porchase or renting of l(uid« 4 Bro. C. C« 620. a.*a
Gen. 9. Williams.
too Making '-and publishing Wills. CHAf . I.
Assets not jq avoid that statute. And his Lordship Refused to
infavourof marshal asscts in favour of a charity, or^ in other
a charity. ^^^ *^
words, to throw the debts find legacies on the real
estate, in order that the personal estate might be ap-
plied to the charitable use*. And though in the At-
torney Genera] v. Caldwell', where a testator willed
the residue of his personal estate consisting of his ef-
fects, annuities, mortgages^ bonds, and notes, to be
sold, and the produce given to a charity, the devise
of the mortgages b^ing void, the court ordered them,
as being part of the residue only, to be first applied
in payment of debts, so as to leave a larger fund for
the charity, yet Sir Uoyd Kenyon, in a subsequent
case* declared he could not recognize the distinction
between a specific gift of a mortgage, and a gift of a
residue in which it is comprised. In both cases it
was an interest in land which could not pass by the
statute, but must go in favour of the parties legally
intitled to the benefit of it. And he ordered the
debts, legacies, and costs of the suit, to be paid out
of the testator's general personal estate, and out of
the monies secured upon mortgage pro rata, and the
residue of the mortgages to go to the next of kin.
It never has been doubted since the statute of
Geo, 2. that a plain direction in a will to purchase
land for a charitable use is void by the statute.
But a bequest of money to be laid out in repairing
what was already in mortmain, or even in building
upon land alrSady consecrated and appropriated, as
in or towards re-building a church or a parsonage-
house^ has been determined to be clear of the statute
• 2 Vez. 52. Ainbl. 614. 4 Bro. C. C. 153. ' Ambl. 635.
' Alt. Gen. v. Earl of Winchelsea, 3 Bro, C. C. 373.
Sect. 18. Charitable Uses. SOI
above-mentioned^. And it seems that if a bequest where th«
* mode of
of money be made, to be . disposed of to a charitable dispositjou
use, leaving: the mode of disposition undefined, there ed,it8een«
^ * ^ a purchase
is nothing: in the statute to restrain the trustees from may be
*-* ^ , made for
laying out the money in the purchase of land, since value by
by the 2nd section of the last-mentioned statute, pur- tees,
chases for valuable consideration are expressly saved.
But if there is occasion for coming into a C!ourt of
Equity for direction, that Court will not direct a pur-
chase of land. Lord Hard wickers opinion, as ex-
pressed by him in the case of Yaughan v. Farrer*,
was, that a bequest of money for erecting a hospital
or schooljj \yas not within the mortmain Act ; because
it did not necessarily follow that any new purchase
of land should be made for the purpose, which might
have been equally w ell accomplished by building upoA
land already in mortmain, or by a gift of land, or by
hiring a house. In another case^ it was said that
sach a bequest to erect a school was good if any piece
of ground already in mortmain, or as a mere gift
from private generosity, could be procured. But in
a subsequent case* where the circumstance of there
actually being a piece of land in mortmain in the
parish where the charity was to be erected was
much insisted upon. Lord Apsley, Chancellor, said,
that directions in a will to erect a school-house
in general imports an intention to purchase; and
though it appears that there is a vacant piece of
ground in the parish, the will does not point at that
piece of ground. It does not say to repair or build a
* 2 Vex. 189. N. Brodie r. the Duke of Chandos, 1 Bro. C. C.
444
' % Vez. 187, • * Att. Gen. v. Bowles, S Vez. Jun. 547.
' Att. Gea. v. Hyde^ Ambler, 751.
903 Making and publishing Wilh. CnkP. I.
achool-house on that piece of ground. And his
Lordship dismissed the information*
Other cases have been equally opposed to Vaughari
V. Farrer^ and the Attorney General v. Bowles. And
the doctrine seems now to be settled that a bequest
to€^"im- ^^ erect"^ a charitable foundation imports prima focie,
poru a tiia^t ]q||(1 is tQ })e boui^bt^ unless the testator by his
purchase. ^ ^ o ' ^ j
will manifests his purpose that it is to be otherwise
procured^ or expressly adverts to land already in
mortmain". The case of Chapman v. Brown*, in
which there was a trust for building or purchasing a
chapel, where it might appear to the executors to be
most wanted, and if any overplus, it was to go to a
faithful gospel minister, not exceeding 20/. per an-
num, and if any further surplus, for such charitable
uses as the executors should think proper ; though
standing by itself, a bequest of a residue to such cha-
ritable purposes as the executors should think proper
was a good bequest, yet the whole trust was declared
void : for the bequest to purchase was clearly void by
the words of the Act ; the trust to build had been
also established to be within the Act ; that bequest
therefore fell to the ground : then the bequest on be*
half of the minister, as being clearly intended for a
minister of the chapel so directed to be built, could
not stand as the thing failed with which it was inse-*
parably connected'. And lastly, althougb standing
* Lord Hardwicke seemed to think that to tred might be taken
as meaning to found or endow.
* 8 Vez. Jun. 191. Att. Gen. o. Parsons ; and see 3 Bro. C. C.
S88. * 6 Vez. Jan. 191.
* I Ves. 534. Att. Gen. v. Whorwood. See 10 Vez. Jan. 534
Sect. 18. Charitable Uses. 203
by itseJf, a bequest of a residue to be employed in
such charitable purposes as the executors shall think
proper is a good bequest ; and supposing it had been
legal to bestow the money as testatrix had directed in
the two first instances^ after such purposes had been
answered^ there would have been a good bequest of
this residue^ yet as the prior bequest had failed which
was to constitute this residue, and as it was impossible
to ascertain how much would have been employed in
building the chapel^ and no direction could be framed
for the master to proceed upon on a reference to hini^
the testatrix having given no ground for inferring
what kind of chapel was intended, this ulterior be-
<]uest was held to be void for uncertainty ; and the
real estate was decreed to the heir at law^ and the
personal to the next of kin (6).
Where property is left generally in trust for cha- How gene-
ritable uses without defining them^ the Court of bie be-
Chancery will uphold such a trust as a valid bequest^ w^fhoot
but then the application either by the trustees, or the ^uon^f *
Crown^ must be to purposes expressed in the statute aJe deau *'
43 El. c. 9. or purposes analogous. If the charitable quny!"^
purposes are defined in the will, they must be such /^„j ^j,^
as the law recognizes as charitable purposes. But a nodlmu of
bequest in trust for such objects of benevolence and pi^^^*
liberality as the trustee in his own discretion should
most approve, cannot be supported as a charitable
(6) The trust of an annuity for a charity charged upon a de«
Tised estate being held yoid under this statute, it was ruled that
the annuity did not pass by the residuary disposition, but sunk for
tile benefit of the specific devisees, 1% Vez. Jun. 497* But note,
there was an express exception out of the residue of what he had
before disposed of.
S06 Making and publishing U^s. Chap, i
person shall have any child or children under the age
of 21 years, and not married at the time of his death,
it sliall be lawful for the father of such child or child-
ren, whether born at the time of the decease of such
father, or at that time in ventre sa mere, or whether
such father be within the age of 21 years or at full age,
by his deed executed in his life-time, or by his last
will and testament in writing, in the presence of two
or more credible witnesses, in such manner, and from
time to time, as he shall think fit, to dispose of the
custody and tuition of such child or children, during
such time as he or they shall respectively remain un-
der the age of 21 years, or any lesser time, to any
person or persons, in possession or remainder, other
than popish recusants : and such persons to whom
the custody of such child shall be so disposed or de-
mised, may maintain an action of ravishment of ward
or trespass against any person who shall wrongfully
take away or detain any such child, for the recovery
of such child, and recover damages for the same, in
the same action for the use and benefit of such child.
And such person to whom the custody of such child
shall be so disposed or devised, may take into his cus-
' tody to the use of such child, the profits of all lands,
tenements and hereditaments of such child, and also
the custody, tuition, and management of the goods,
chattels, and personal estate of such child till his or
her age of 21 years, or any less time, according to
such disposition aforesaid, and may bring such ac-
tions in relation thereto, as by law a guardian in com-
mon socage may do.
Before entering upon the consideration of this sta-
tute of Charles, it seems proper to make a few ob-
Sect. 19. Appointment of Guardians. 207
servations on the guardianships at common law and
by custom.
By the custom of the province of York (which Gnardims
* ^ at common
custom the statute of 12 Car. 8, being general^ UwanUby
does of course controul wherever they are in op-
position) the father^ by his last will and testament,
might for a time commit the tuition of his child and
the custody of his person; which testament and ap-
pointment was to be confirmed by the ordinary, who
was to carry the same intb execution. And upon the
omission of the father to exercise his power, the mo-
ther might, after his death, make a similar appointment.
And as the statute confines the power of appointing
a testamentary guardian to the father only, the cus-
tom still operates within its local extent, to give an
authority to4he mother in respect to the personal es-
tate (to which' only the custom extends) which she
ivouUi itot possess by virtue of the statute. The sta-
tute of Charles the second has no negative words to
restraia the^ custom ui this respect
Bythe same statute whereby the father's power of
appointing a guardian of his children by will was
created, the tenure by knight's service, out of which
theiguardianship by chivalry arose, was abolished^
aad-with it fell to the ground this dominion of lords
over the beirs of their tenants, which was as inconsis-
tent with the rights and duties of nature, as the prin-
ciples of rational and liberal policy. For this guard-
ian was not accountable. for the profits made of the
infant's land during the wardship ; and though he it
said to have been subject to the duty of maintaining
the infant, it does not well appear by what means he
i!08 Making and puhlishing WiUs. Chap^ L
tva* to be compelled so to do, in a manner agreeable
to the fortune and rank of such infant. This guard-
ianship existed rather for the interest and profit of the
guardian^ than as a trust for the benefit of the ward,
and was saleable, transferable, and transmissible like
any other property.
The other descriptions of guardianship by nature
— ^by nurture — and that arising out of socage tenure,
still subsist, though very little is now heard of them
in our courts, since this office is usually assigned un-
der the statute above-mentioned ; and where that is
neglected to be done, the jurisdiction of the Lord
Chancellor, now established, though of dubious and
obscure origin, is generally resorted to. These three
last-mentioned kinds of guardianship are all exercis-
ed with a responsibility for the profits of the estate.
If an estate were left to an infant, his parent, by
the common law, might be bis guardian by nature.
And even while the tenure by knight's service conti^
nued, the father, claiming this guardianship by na-
ture, was entitled to the custody of the infant's person,
even against the lord in chivalry, which was a privi-
lege not given by the law to the mother when hap-
pening to be guardian by nature, as she might in
some cases be. The father and mother may also be
the guardians by nurture, where that species of guar-
dianship is let in by the want of any other superior
claims, for it only takes place where the infant is with*
out any other guardian. This extends no further than
to the custody, and government of the infant's per-
son, and determines at 14 in both males and females ;
when, if no other guardian is appointed by the choice
of the infant or otherwise, the interval between 14
Sect. 19. Appointment of Guardians. 209
and 21 seems to fall under the guardianship by na-
ture ; as appears likewise to be the case after the
g;uardianship by socag:e expires, which is also at 14
in both males and females.
The guardianship in socage can only take place
on a descent like the guardianship by chivalry, and
arises only where the infant is seised of lands, or cfther
hereditaments lying in tenure. The title to it is in
such only of the infant's next of blood as cannot be
inheritors, according to the laws of descent in real
property, to the socage estate, and is not restricted .
to the whole blood. And the quality which princi-
pally distinguishes this guardianship from the guard-
ianship in chivalry is, that it is a personal trust wholly
for the benefit and interest of the infant. The power
of this guardian over personal estate has been doubt-
ed ; but the learned annotator on the treatise of equity
has observed, that the custody of the person should
seem to draw after it the custody of every description
of property for which the law has not otherwise pro-
vided ; which idea, he adds, receives countenance
from the instance of copyholds and inheritances not
lying in tenure being placed by the law in the hands
of this guardian ; and he further remarks that this
opinion is strongly confirmed by the manner in which
the 12 Car. 2. c. 24. regulates the powers of the
guardiaji which it enables a father to appoint, for that
Matute authorizes such guardian to take the custody
of the infant's personal estate, as well as of his lands,
tenements, and hereditaments, and provides that ha
may bring such action or actions in relation thereto,
as by law a guardian in common socage might do *.
Vet, there is an expression of Lord Chief Justice
: Fonbl. Treat. Eq. 3d, Ed. p. 242.
SIO Making and publishing WUU. Chap. I.
Vaughan ^ which conveys a different opinion ; for,
speaking of the guardian under the statute^ he eays,
*' this new guardian hath the custody not only of the
lands descended or left by the father, but of lands
and goods any way acquired or purchased by the in-
font^ which the guardian in socage had not."
But this guardianship, as all others which might
otherwise take place at the death of the father, is su-
perseded by the exercise of the power given him
by the statute 12 Car. 2. c. 24. which professedly
proceeds upon the model of the guardianship by
socage.
tory*!^^"' Under this statute it is clear upon the words that
pointment. ^Qnc but the father can appoint, and it is held equally
clear according to the sense, that the guardian ap-
pointed by him cannot appoint another guardian; for
it is a personal trust, and not assignable *".
The power as to its objects is held to be confined
to legitimate children^ (in which are included those
in ventre sa mere,) and by the words of the statute
these must be under 21, and unmarried, at the decease
of the father. It extends not to illegitimate children,
though such, if females, have been held to be within
the statute of Philip and Mary (2).
* Vaugh. 186. • Vaugh. 179.
(2) See Strange, 1163, Rex o. Ck>nieforUi. But the conrt wiU,
unless there is some objection, adopt the nomination of the father.
2 Bro. C. C. 583. Ward o. St. Panl, and note. So it seems also
if the appointment be not made agreeably to the statute^ Dick.
627. May vi May.
Sect. 19. Appointment of Guardians. 211
«
If the will be made merely for naming a guardian Probate
under this statute, and for no other purpose, such ^^J^ ^^
r r ^ validity of
will need not be proved in the spiritual court : for as the ap-
* ■■ pomtment
in such ease the appointment takes effect solely by under tht
force of the statute^ the temporal courts are the pro-
per judges thereof^. But if the will contains also dis-
positions of the personalty, it seems that the whole
will roust be proved, which probate will be effectual
80 far as the personalty is concerned, but of no avail
in respect to the appointment of guardian. And
it seems to be immaterial by what words the ap-
pointment is signified^ if the meaning sufficiently
appears '.
If the father exercises his power of appointment ^JJJ*^°Jl
under the statute by deed, as he may, yet it has been ^« ™***«
held that such disposition by deed may be revoked by And such
wiir. But no appointment can be revoked by a sub- mentis r^w
sequent testamentary appointment, unless it be exe- ^m? ^ ^
cnted according to the statute, or directly import to ^nt such
be a revocation ; which has been determined in ana- ^ execut.
ed as the
logy to the cases on this part of the statute of *tatntedi.
frauds ^
Where the appointment has been roade^ the guar- infancy of
diansbip shall not be determined by the marriage of
the infant before 21, for Abe statute declares that such
^ardianship shall continue during the time thai; lie
shall remain under 21 . The father, though under age
himself, may appoint by virtue of this statute, and
thoQgh he could not devise the land in trust for the
* 1 Vent. M7. Lady Chester's Case. • Swiab. p. 3. c. 12.
FtnchN ilop«.3^3. Lord Shaftesbury v. Hannam'.
' Vid. post. BATOcati^a of Wills. Chap. II. sect. 1. .
S18 Making and publishing Wills. Chap. I'
infknt directly, yet the land will follow as an incident
by law attending upon the custody of the heir*.
Mcmcdiet. The guardian when regularly appointed under this
statute takes place of all other guardians^ and may
have a writ of ravishment of ward if the infant be
taken from him, as the guardian by knight's service,
or by socage, might have had at common law, and
•hall recover damages as for the ward's benefit'.
* This guardian being constituted upon the model of
the socage guardian, and coming in the place of the
Setther, has an interest joined with his trust, though
not an interest for himself \ But though it was
agreed in the case of Parry v. Hodgson ^ that a tes-
tamentary guardian by the statute, until the infant
vras 21 years, had the same interest as a guardian in
socage till the infant was 14 ; yet it was holden that
a testamentary guardian could not make a lease of the
infant's land, but that such lease was absolutely void.
Powen of It seems he may pay out of the rents and profits
^gnar- the interest of any real incumbrance, and even the
principal of a mortgage °', but it has been held that
he is not compellable to apply the profits of the in-
font's estate to pay off the bond debts of the ances-
tor''. Nor can he^ without the direction of the court,
convert the real into personal or the personal into real
estate*. He is subject to an action of account as soon
as his guardianship is at an end^ but not before^ for
* Vaugban, 187. ' S Wils. 1^9. 135.
' See the case of Mr. J. Ejre * Prec. in Ch. 137.
«• the G>ante88 of Shaftesburji * 2 Yern. 606.
9 P. Wms. 103. ; I Vem. 403. 4311
* VaugbaD^ \9i. 2F. Wni. liX
Sect. 19. Appointment of Guardians. . SIS
the rale of the common law is^ that an action of ac-
count does not lie while the guardianship continues.
However, in equity, the infant may, by prochein ami,
aoe his guardian for an account during the minority.
That court, it is said, often gives extrajudicial direc*
lions for an infant, and hears a person as amicus
curiae. And it was observed, by Lord Hardwicke,
that in Lord Macclesfield's time, in the case of Lord
Dudley, a stranger came and complained of the abuse
of the infant's estate by the guardian ; and upon this
application, and his undertaking to pay the costs, the
court directed the master to examine the receiver's
•accounts, and see whether the infant was wronged or
not'. By the statute 4 Anne, c. 16. actions of ac-
count may be brought against the executors or ad-
ministrators of guardians. But a guardian is entitled
to all his reasonable costs and expences ; and, there-
fore, he ought not to be charged as receiver, because
then.it seems he would lose these costs and expences,
but as guardian, by name ; for costs, it is said, are in
general allowed only to guardians or bailiffs, as such,
and not to mere receivers *.
' Earl of Pomfret v. Lord Windsor, 2 Vez. 484. See also
« P. Wms. 119. 3 Atk. 625.
* 1 Freem. 178. 1 Lso. 219. and sss the statute 4 Anne, e. IS.
sec. 27,
*14 Making and publishing Wills. Chaf. I.
Section XX.
Statute of fraudulent Devises.
A DEBTOR by specialtres mighty by devisih^ hili
lands^ have deprived his specialty creditors of air re*
medy against this part of his property^ until the sta-
tute 3 and 4 William and Mary^ c. 14. was passed. But
by this statute^ ^' reciting that it was not reasonable
or just that by the practice or contrivance of any
debtors their creditors should be defrauded of their
just debts^ it was enacted that all wills and testaments,
limitations, dispositions,^ and appointments of or con-
cerning any manors, messuages, lands, tenements,
and hereditaments, or of any rent, profit, term, or
charge out of the same, whereof any person, at the
time of his or her decease, should be seised in fee
simple in possession, reversion, or remainder, or have
power to dispose of the same by his or her last will
and testament thereafter to he made, should be deemed
and taken, only as against such creditor or creditors as
aforesaid, his^ her, or their heirs, successors, execu-
tors, administrators, and assigns, and every of them^
to be fraudulent, and clearly, absolutely, and utterly
void, frustrate, and of none effect."
And by section 3. ^^ for the means that such credi-
tors may be enabled to recover their said debts," it
was enacted, ^' that in the cases before-mentioned^
every such creditor or creditors should and mi^ht
m
have and maintain his, her, or their action of deUt
upon his, her, or their said bonds and specialties,
against the heir and heirs at law of such obligor or
obligors^ and such devisee or devisees jointly, and
Sect. 20. Statute of fraudulent Devises. 815
such devisee or devisees should be liable and charge-
able for a false plea by him or them pleaded^ or for
not confessing the lands or tenements to him de-
scended."
And by section 4. it was enacted^ ^' that where there
should be any limitation or appointment^ devise or *
disposition^ of or concerning any manors^ &c. for the
raising or payment of any real and just debt or debts,
or any portion or portions^ sum or sums of money^ for
any child or children of any person other than the
heir at law^ according to or in pursuance of any mar*
riage contract^ or agreement in writings bona fide
made before such marriage, the same and every of
them should be in full force ; and the same manors,
&c. should be holden and enjoyed by every such per-
son or persons, his, her, and their heirs, executors,
administrators, and assigns, for whom the said limi-
tation, appointment, devise, or disposition was made^
and by his, her, and their trustee or trustees, his, her,
and their heirs, executors, administrators, and assigns,
for such estate or interest as should be so limited or
appointed, devised or disposed, until such debt or
debts, portion or portions, should be raised, paid, and
satisfied."
And, lastly, it was enacted, '' that all and every de-
visee and devisees made liable by that act^ should be
liable and chargeable in the same manner as the heir
at law, by force of that act, notwithstanding the lands,
tenements, and hereditaments to him or them devised
should be aliened before the action brought."
This statute, in respect to this part of its provi-
sions, may be considered as suppletory to that of the
316 Making and publishing Wills, Chap. I.
13 Elizabeth^ c. 5. against fraudulent conveyances,
and as designed to extend the remedy to fraudulent
deyises.
It has been determined that an action of covenant
does not come within the remedy given by this statute^
which is confined to cases of debt ; for though the
word specialties is used as well as bonds^ yet .when
the means of recovery are provided^ the intention of
the statute is plainly confined to debts^ and those spe*
cialties on which an action^f debt lies. The statute
speaks throughout of debts^ and a breach of covenant
cannot be considered as a debt. The statute pre*
scribes the means by which such creditors shall recover
their debts^ and in prescribing tho6€( means it only
gives the action of debt*.
Of the ex- This Act contains^ as appears from what has been
chuuefsay. abovc rccitcd^ a clause saving the effect of such de-
an^ dll^ vises and dispositions as are for the payment of debts^
paj^ent^ which clause has been held to operate simply as an
o debts, exception, leaving the case of a devise for the above
purpose, as well as provisions of portions for children
in pursuance of marriage contracts, entirely unaffect*
ed, and open to the same remedy and resort as before
the statute^. Since at common law there was no re-
medy against a devisee for payment of debts, such a
case always was and still continues to be, since the
statute, the subject of equitable jurisdiction, and ac-
cordingly the assets are equitably distributable, that
is, equally and pari passu amongst all the creditors^
whether by specialty or simple contract.
• 7 East 128. Wilson v. Knubley,
^ 2 Atk. 292. Ftonket v. Peiuoii.
Sect. 20. Statute ofjtaudident Demises. 31T
A devise for payment of debts out of the rents and
profits only, has been clearly held within the excep-
tion ^ And it appears to have been the opinion of
Lord C. J. Willes, that by virtue of the above-men-
tioned clause^ a devise for the payment of any par*
ticular debt upon simple contract is a good devise
against bond creditors'*.
If a devise for payment of debts does not provide Ext«d» tm
*^ •' * ^ ^ charges of
for it in a practicable manner, the case is not within ^^^}^ ^
* - equity.
the exception ''. But since the case of Bailey v. Ekins ,
the rule appears to be settled, that if the provision
made by the will for the payment of debts be eifec-
tual, either at law or in equity, the case is out of the
statute : so that if the will, instead of breaking the
descent by a regular devise, only charges the estate
with the debts of the testator, this provision is good
notwithstanding the statute of fraudulent devises, and
a court of equity will act upon it ; which is the same
thing as to say that the interest so provided, and which
equity draws out of the mass going to the heir, is dis-
tributable as equitable assets, among all the creditors
equally, and without any regard to the precedency of
specialty creditors.
Lord Hardwicke in Plunket v. Penson', seem- Awet*^
« . i« . . I . 1 , whether,
eu to be of opmion, that it was necessary the de- equitable
scent should be broken to make the assets equita-
able ; and that if the estate were suffered to descend
charged to the heir, or if the heir were made the
* 2 Atk. 104. Ridout v. Earl of Plymouth.
' Willes 524. Gott v. Atkinson.
• 2 Brown, Ch. Rep. 614.
' 7 Vez. Jan. 319. and see 8 Vez. Jun. 26. Shephard v. Lut-
widge. •
' % Atk. 290.
320 Making and publishing Wills. Chap. I.
others^ then the action should be against the heir and
devisees jointly^ charging the heir both as heir and
devisee. Supposing the estate be limited to several in
succession by the devise^ it seems proper to make
them all defendants in respect of their estates ; as
where property is devised to go in strict settlement,
making a tenant for a life^ with remainder to trustees
to preserve contingent remainders^ remainder to the
first and other sons of the tenant for life in tail ; it
would be^'prudentj if not absolutely necessary, to
make the heir together with the tenant for life, the
trustees to preserve, and the son or sons of the te^
nant for life, parties; and as the sons do not claim
by descent, the parol could not demur. It is said,
indeed, to be the general rule that where a devise is
fraudulent under this statute, and the heir thereby be-
comes subject to the action^ ^together with the devisee,
by virtue thereof, if such heir is an infant the parol
cannot demur \
Of the ev In respect to estates pur auter vie it should be ob-
auter Tie gervcd, that as bv the statute of frauds, 29 Car. 2. c.
under this ' ^ '
itatote. 3, sect. 12. an estate pur auter vie, which comes to
the heir as special occupant, is made assets by descent
and devisable by a will in writing signed by the de-
visor, and attested in his presence by three or more
witnesses ; so a devise of such an estate is also held
to come within the statute of fraudulent devises, and
to be void against specialty creditors \
^ See 1 Vez. 37. Beaomont v. Thorp, and as to the mode of
* — _
pleading by the heir and deYisee, see Gott v. AtkinsoD^* Willes^
527.
' See 3 Atk. 405. Westfaling o. Westfaling.
( ^1 )
«
«
CHAP. II.
REVOCATION OF WILLS.
Section I.
Construction of Sect 6. of the Statute of Frauds.
Before the statute of 29 Car. 2. wills in writing
of real estates n]ig;ht be revoked by parol ; and, in-
deed, after that statute, such power would still have
existed, (as we may conclude in analogy to the doc-
trine of holding written agreements revocable by pa-
rol notwithstanding the 4th section,) if by the 6th and
22nd sections, special provisions had not been made
to prevent it. Thus it is held in regard to the 12 Car.
2. c. 24. giving power to the father to appoint a
guardian of his child^ that the appointment under
that statute may still be revoked by an instrument
made eocpressljf for that purpose without any attesta-
tion ; because no positive provision was made against
it by that statute '.
Much has been said on the difference in the pen-
ning of the 5th section of the statute respecting the
execution of a will of lands, and of the succeeding
section which prescribes and restricts the methods of
* Sse 7 YsSf JuA. VfH^ 977 • ex ptrto Ildegtsr? »nt«9 MO*
2^ Metocation of Wills. Chap. II.
revocation. At the end of the case of Right v. Price*
in Douglas's Reports^ the learned Reporter has addecl
a note^ in which he has animadverted upon the diffe-
rence in the language in the two clauses^ which he
attributes to inaccuracy in ' the composition of the
Act ; and it cannot be denied^ that the variation in
the terms^ where the same principle must have go-
verned, seems hard|y explainable, but by imputing a
mistake to the legislature. By the 5th section, 'the
testator is not required to sign in the presence of the
subscribing tdtnesseSy but the subscribing witnesses
are called upon to attest in the presence of the testator.
And Mr. Douglas observes in the note alluded to, that
he believes it is universally understood, that, to satisfy
this &th section, a testator must sign in the presence
of the witness.
But by what has been above produced to the reader
on this subject, it must have sufficiently appeared to
him, that such actual signature, in the presence of
the witnesses, is not held to be requisite, and that it
is enough, if the testator acknowledges his hand-
writing to the signature, or publishes and declares it
to be his will, when the witnesses subscribe theirat-
testations.
By the clause respecting revocations, the subscrip-
tion of the witnesses is not expressly directed, while,
on the other hand, the signing by the testator in the
presence of the witnesses, is positively prescribed.
The clause runs as follows : '* And moreover, no de-
vise in. writing of lands, tenements, or hereditaments,
nor any clause thereof, shall at any time, after the
Sect. 1. Revoking Clau^. *- 2SS
said four-and-twentieth day of June, be revocable,
otherwise than by some other will, or codicil in writ-
ing, or other writing declaring the same, or by burn-
ing, cancelling, tearing, or obliterating the same, by
the testator himself, or in his presence, and by his di-
rections and consent ; but all devises and bequests of
lands and tenements, shall remain and continue in
force, until the same be burnt, cancelled, torn, or obli-
terated by the testator,, or by his directions in manner
aforesaid, or unless the same be altered by some other
will, or codicil, in writing, or other writing of the
devisor, signed in the presence of three or four wit^
nesses, declaring the same ; any former law or usage
to the contrary notwithstanding/'
It may reasonably be inferred to have been the in- Of the
gramtnati-
tention of the legislature, to impose the same obliga- cai reading
tion as to the formalities of execution, on all wills guage of
this scc~
properly so called, whether original or coming in the tion,where.
place of others antecedently made. The construe- broaght in*
tion, therefore, which has been put upon the lan^age mem with
of the revocation clause, has brought the two sections sions oftib«
into equality in this respect, and thus imparted con- daiue/°*
sistency and simplicity to the scheme of the statutory
restrictions upon the execution of wills. In con-
formity to this plan of construction, as it had been
judged a sufficient compliance with the requisitions of
the JifLh clause^ if the testator acknowledged his sign-
ing, without actually executing it in the presence of
the witnesses, it became important so to read the
sixth section, which requires signing in the presence
of the witnesses, a^ to bring it into agreement with
the preceding section. The courts, therefore, have
read the concluding words of the sixth section, will,
or codicil, or anjf other writing, signed in the pre-
SS4 Revocation of WilU. Chap. II.
>
fence of three witnesses^ so as to detach the words
" will or codicil" from the succeeding words, '^ or
any other writing/' coupling these last words with
the words which immediately follow, viz. ^* signed in
the presence of three witnesses.*'
MddisJnc- Thus they have applied the requisition of a '' sign-
Jj«n« ing in the presence of three witnesses/' to the proxi-
npon thu mum autecedeus only, '^ or any other writing:," and
tioa. again coupling the succeeding phrase ^' declaring the
same" with the words immediately before it, have made
therewith this complete sentence, '' or any other writ-
ing of the devisor J signed in the presence of three or
four witnesses, declaring the same.'* At the same
time the words' '' will or codicil" were understood to
import a will or codicil executed and perfected ac-
cording to the requisitions of the foregoing section*.
Interpreting the language of the 6th clause, upon
these principles of construction, the law which airises
upon it is this ; that a will or codicil, in order to re*
voke a former will, must be executed with the- same
solemnities as the original will, that is, it should be
signed by the testator, or by his directions, and sub-
scribed by three witnesses, in his presence. And if
such subsequent writing, accompanied with all the
formalities requisite to a perfect will of lands, under
the 5th clause, make a fresh disposition of the pro-
perty, inconsistent with the dispositions thereof by a
former will, it is a plain revocation without any ex-
press declaration of intention to revoke. So if a
writing, not duly attested according to the 5th section,
contain an express declaratiou of intention to revoke,
and furthermore^ be actually signed in the presence
; Sms V. Smith; 1 Vez. jun. 11. Hoyle v. Cl&rke, 918,
1
Sect. 2. Methods of Revocation. 285
of three or more witnesses, such instrument is an ef-
fectual revocation, and the witnesses need not, as in
the case of a substantive disposing will, under the 5th
section, subscribe their names to the instrument, in
the presence of the testator.
Section II.
Methods of Revocation (1).
THERE are two general heads under which all the
smaller varieties on the subject of the revocation of
wills may be included — revocations express, and revo-
cations implied. A revocation may be said to be ex-
press, either when the testator, by a subsequent writ-
ing signed by bim in the presence of three or more
witnesses (2), declares a present intention (3) to re-
I (1) A niao cannot make an irrerocable wiUy or bind himself so
u to giTO^p or take from himself this power of reYocation. Swinb.
p. 7. sect. 14.
(S) Though to reToke a will by an instrument of declaration ac-
cording to the statute, such instrument must be signed in the pre*
•ence of three witnesses, yet it has been held that it is enough if
the witnesses sign, and it is not necessary that they should express
in their attestation the fact of the signing by the testator in their
presence^ for their actual subscription is adopted only for the pur-
pose of fsicUitating their recollection of the circumstance. 8 Yin.
Abr. tit. Devise, 142. pi. 3. And indeed it has been said there is
BO absolute necessity *f or the witnesses to the testator's signing to
sabscnbe at all. Yin. Abr. tit. Der. (R) 4. pi. 3. Townsend «•
Pearce, per Eyre and Parker J.
(3) The expression of an executory or future intention to ra«
^oke^ does not operate as a reTocation. Yid. infra 337.
326 nevccation of WUk. . Cbaf. It
voke, according to.th^ construction albov^cpi^idered,
whereby the latter part of the $th.cte.u^fj i^^diflcflp-
nected from the words ' will and codicil ;' ojr, second]^,
by a will executed with the solqn^nitie^ r^qjiircd l?y tjne
5th section of the statute^ viz, by the signature of t];ie
testator, and the subscription of three witnesses inhi$
presence : . which latter mode may, it should seem, be
properly considered as an express revocation, because,
if a man after having made a will .of lands^ makes
another will inconsistent with the former, and^^ives
to it the form of a substantive independent iustruipont,
he may be said to have explicitly and expressly revoked
the preceding will, since he has himself declared that
the will last made is his will, at the tine acttially pre-
sent, and by consequence that it is^ to take plarce ef
every different disposition of an earlier date;' or^
thirdly, by cancelling, tearing, or obliterating ^ch
will by the testator himself, or by his direction or
consent.
t
Under the 2nd general head may be claffled> all
those revocations which arise by the coustruction or
inference of intention, which the law founds upon
the collateral acts of a testator after making bis will :
and which are not within the reach of the statute of
frauds.
It has been shewn, that according to the prevailing
opinion, if an instrument be designed as a will, and
is not made merely for the purpose of revoking a for-
mer will of the same lands, it will not have that effect
unless it be completed as the statute directs in respect
to a will of lands, although it be signed in the presence
of three witnesses* ; because, being intended as a will«
^ Egglestoo V. Speke, Cartk. 81«
Sect^.S. Methods, of Revocation. 2TI
and td revoke as such, it cannot revoke but as a will,
and by virtue of that mode which in the first part of
the 6th clause is pointed out. And indeed, where a
testator designs to revoke a former will by an instru-
ment making new dispositions of his property, he
discovers only a conditional intention to revoke; or, in
other words, his intention to revoke is so coupled in
appearance with his new testamentary act, that, un-
less he completes such testamentary act by observing
the formalities requisite to its perfection, he is not
looked upon in law as manifesting a deliberate pur-
pose of revoking.
But although the doctrine seems now to be settled ^ ^'^f*
as it was laid down in the case of Linibery v, IVIason \ r^"'J^i ^<^i
viz. that if a testator designs to revoke by a new will, ^'^^ '^» ^'^-
"^ t rills. <.• rir-
unless the instrument be effectual to operate as a willy cumstan-
fcs, may
it shall not amount to a revocation; yet the words rcvokta
" shall be effectual to operate as a wilr' must be win.
taken, as has been before observed, with reference
only to those requisites to its validity which have been
made necessary to it by the 5th clause of the statute ;
since if properly executed and attested to pass free-
hold lands according to the statute, though it should
be prevented from operating by the incapacity of the
devisee, or any other matter dehors*" the will, the for-
mer will is nevertheless revoked by it (4).
* Com. 454.
• Roper 17. Radcliffe, in dom. Proc. 1 Bro. P. C. 4j0. Vin. tit.
DcT. (R. 3) pi. 2. in Notis.
(4) 8 Vez. jun. 370. per Lord AUaaley^ et vid. Montague v.
Jeffereys Moor, 4 RoU. Abr. 615. so a wiU devising lauds in fee to
the heir at law, though void as to the purposes of a will, yet ope-
rates as a rcTOcation if attested according to the :itatute, per Lord
Hardwicke^ ia £Ub v. Smith; 1 Yez. jun. 17.
«2
338 MdweaMnaf WUi^. . Caap; U.
In the dise of OMdmnr^ Tyrer^ the testater by bis
second will ^po^d of the lame kinils. to thci aame
purpose as by the fortnori 4.hMigh rto diffeMht ttms^
teei ; the first will ^^« etcA^ated andfeitttaled «ccordr
ihg to the 5th section ; tfad second mh, . tboflgb 0ul>-
scribed by the testator aiid atteisted by<ibree ,wttoQ8se9,
was not subscribed by those ^itnesscfei in tlie pwsenbee
of tlie testator: tt was therefore invidkl M a will of
Iknds^ but was executed agreeably to one of the modea
of makrng a valid rerocation prescribed by the 6th
Action of the statute. In that case the Chancellor
observed upon the circumstance of the dispositiMus in
both histruments being the same (5)^ by which it was
demonstrated that the testator did not mea^ to rev<jke
the dispositions of the same lands made by bis first
will ; but his Lordship intimated that his judgment
would not have been altered if the same lands had
been given to other persons by the second will ; tak-
ing, as it is presumed, the broad ground, that a will
of lands is not to be revoked by a subsequent ivill^
unless such subsequent will is effectual as a will under
the statute ; and the law seems now to be well settled,
that though the dispositions of the second will be ever
so inconsistent with those of the first, the first will
shall stand unrevoked unless the second be signed by
the testator, and also subscribed by thrde witnesses in
his presence. • The same consequence still hoId«
' though the second will contain an expKsa rev€»iein^
dause/ and i» also signed in the presence of three
witnesses ; for the tevocalion is then considered, aa
* 1 P. Wmf. 342.
(5) 9m tlie'^creo; coiitfuii}ii| tke rssfonsoii whidi it y%a (Sori^nd..
sd^ itstsd from tlis refisCer te Mr. Cok«*i nots to tbo ctio.
S^m St. Inedn^tent^'Di^Biiions. 239
beliiig* mad<!4Yi sttbservienty te the disposmg^ part of
the'^iU*;' whieh bking ineffectual^ as niyt being sub*
icribed<bylIl0'\vtlnes0ee it! the testator'9 presence, the
accesmry mutft follow the fate of the principal. But
>f her^ th^ revoikingdavse has not thie connection with
the djgposing^ part of the will, as where the disposi-
tiam^pdate to other bnds wiiliout affecting the sub-
jects of the first will, or where the second will is only
ftf personal estate, there seems to be no rea30n why>
if it contain an express revoking clause, and be signed
bjf' the testator in the presence of three witnesses, it
fthottid not revoke an antoeedent will of lands ; and
Ktidi sebms to have been the opinion of Lord Chan*
fellorCowper, in the above^racnlioned case of Onions
r. Tyi^r (6).
Section III.
Inconsistent Dispositions,
CONCERNING the operation of a subsequent will
of Jands^ with the ceremonies prescribed by the 5th
section, as a revocation of a preceding will, it is ma-
terial to be observed, that such effect is not produced
by the subsequent will, merely as being the last will,
unless its dispositions of the property ai*e incapable of
standing with those of the preceding will : and where
(6) See the same doctrine and reasonings applied to the questioa
of rcTocatioQ upon the statute of l^Car.2. c. %4. 7 Vez. jua.
18. ex parte Ilchester.
230 Revocation of Wills. Chap. II.
there is any such inconsistency, the revocation pro-
duced thereby is confined in its extent to the subjects
of the inconsistent dispositions. This seems to be
well established in Hitchins v. Bassett^ where the
case upon the special verdict was as follows : — Sir
Henry Killii^rew was seised in fee of the lands in
question, and on the 12th of November, 1644, Rwde
his will in writing', whereby, (amongst other heredita-
ments,) he devised the premises toMrs. JaneBcrkely
(his near kinswoman) for life, with remainder over to
Henry Killigrcw (testator's natural son) in tail, and
made the said Mrs. Berkely sole executrix. They fjur-
thcr found that afterwards, in 1645, the testator made
another will in writing; but what was contained ia the
last-mentioned will, or what was its purport and ef-
fect, the jurors, were ignorant. The argument for the
heir at law, and in support of the last will as a total
revocation of the first, rested mainly upon the con-
struction of the maxim — that a man could not die with
two.wills ; which the counsel on that side interpreted
to mean, that if a man, after having made a will of
lands, makes and executes another will, calling it his
last will and testament, and giving it the form and
languajje of a substantive independent will, it must
necessarily be a total revocation of the preceding vrill.
It was admitted tl.at a man might make several wills
of particular subjects, but then they ought to be con-
fined in expression to those particular subjects ; for
however different the subjects, yet if the subsequent
will was published generally as a man*s last will and
testament, it must be held to be a revocation of the
former will. It was also true that a testator mig^ht
make as many codicils as hiei pleased^ but there was ^
' 1 Show, 265. 2Salk. 591.
Sect. S. Inewi^istent Di<ipo^ithn8, 831
wi4e difllerence between vfilh aad codicils^ a codicil
being an acoessary to a will and not destructive^ but
confiraiatofy thereof. It was observed also^ on the
^tne side^ that wbere a nian makes several wills ex*
pressly of different particular thing;s, these together ,
make but one will, though written upon different pa-
pers. • But that as the jury had found that the testator
had made another will, this must be taken to mean a
geaeml testameht ; and it must be understood to mean
a different will, for if it had been a duplicate to be
sure it weuld not be a revocation, but then it ought
to be td^m and notaliud testamentuni. And upon tlic
whole they concluded, that if the testator did in fact
make a second will, not correspondent in omnibus
with the first, and purporting to be his last wiH and
testament^ it was necessarily a total revocation (1).
These arguments were answered on the other side
by denying the construction put upon the civil law
maxim, ^ that a man can die with but one will.' They
said, Uiat the true construction of that maxim was,
that where two devises of the same thing were made,
t!ie last must sland, but that two wills might well
9tand together as to such devises Or bequests as are
Hot inconsistent That there was no ground for pre-
tumiug tliat the last will in this case, though a con>
plete wiJl, contained iany tly^ig inconsistent with the
devise ip the Ar^t will, .under which the lessor of the
piajntiff claimed. The Coyvt (in Trinity term, 4 W.
aaAM.) gave judgment for the plaintiff, and a writ of
error bemg afterwards brought in Parliament, th^t
■< ■■♦J
r ' ■» n »■
(I) Yfte'taiA^'line of stf^mrnit Wiis hiken ami pnnoed by the
lafe Mr. Serjeant UiU in arguing the case of Goodright 9. Ilarwood,
Cowp.89.
232 Eevocaiivn of Witts. Chap. II.
judgmentiwas affirmed. And since this case the point
appears. to have been considered as settled, that a
second substantive independent will, properly exe-
cuted, kB a will of lands, is not, merely as such, a
total revocation of a former will, but only so far as it
IS inconsistent with it ; though it must be owned that
Sir Matthew Hale, when he sat as Chief Baron in the
Exchequer, seemed to be of opinion on the same
case^ that such subsequent independent will, though
^not importing in express terms a revocation of the
former, nor passing any land, would amount in con-
struction of )pw to a revocation (2). That great Judge,
it is tmie, , expressed H^imself in favour of the first will,
but then it was on the ground of there being no find-
ing by the jury of the contents of the second will, so
that it did not appear but that the second will was a
confirmation of the first.
The fule, however, is now established, that the
' contents of such second will must be found, and the
contents so found must appear to be inconsistent with
the dispositions of the former will, to operate as a revo-
^ Seymour et Ux,. t. Roswdrthy. Hard. 376*
■;^ ;■■■.
(2) In arguiog the case of Hitchins v. Bassett, it trould seem at
if Serjeant Maynard meant to concede that where the second vill
appezEi^s to haye appointed an executor^ it might he considered as that
soirt of distinct, snbstatitive, indepefident will, vhlch mustreroke
a former will in toto ; but I find no andioritjfor such a coucenion,
^and I conceive thiit the lav is at this time clfarly held otherwise.
It was holden (before the statote of frauds) that if a man made his
will, and devised his land to J, S. and afterwards purchased the
manor of D. and afterwards wrote in his will that J. D. should be
"^hUteteaiibbtj this was no new publication to make the lands pass.
Yin. tit. Derise (Z) S per Popham, C. J. And the principto in this
respect is tb? same as to republieation and reTOcation.
BfiCQP. 3.' Inconsi9ient I^i^ositions. 233
cation ; and that if part is inconsistent and part
is consistent, the first will shall only be revoked pro
tanto^ and to the extent of these discordant dispositioas.
The case of Hitchins v. Bassett received confirma*
tion from the subsequent case of Goodright v. Har-
wood "", which passed through tbreestages of adjudi-
cation. The jury found by their special verdict tiiat
J. Lasy made* two wills^ both duly attested so as to
pass freehold estates ; and that the disposition mad«
by the second will^ which was eight years after the firsts
was different from the disposition in the prior wiU^
but in what particulars was unknown to the Jurors :
and the'Jurors did not find that the testator cancelled
the first will^ or that the defendant destroyed the
second. It was contended for the defendant in the
writ of error^ that the grounds of the decision in
Hitchins v. Bassett were in his fitvour^ for that that
case was decided against the effect of the second will as
a revocation of the firsts because there was no proof
whatever of any change of intention in the testator^
or even that the second will did any way affect or
concern the testator's lands. But that in the present
case it was found that the second will was attested
by three witnesses^ that it did relate to lands^ and
indeed to the very estate in question^ because the tes^
tator had no other real estate. And that as it hAd
been expressly found that the disposition in 1756 was
diflferent from the disposition in 1746^ that findhig
amounted to a finding of an express revocation of the
first will.
But Lord Mansfield^ after statuig the rule that a
* 3 WilB. 407. Cowp. 97. 7 Bro. P. G 344.
^St Revocation of Wills. Chaf. il.
subsequent devise of land must be inconsistent with
a prior devise of the same land, or the first will
vronald stand as a good subsisting devise, observed that
it was not found that the second will was in any par-
ticular repugnant to or inconsistent with the fiwt.
Had the defendant destroyed the second will there
might have been good ground to presume such incon-
sistency or repugnance, and the jury might have
found the fact of revocation. His Lordship* added,
that there was no variation in substance between this
case and that of Hitchins v. Bassett. That, properly
speaking, another will could not exist without there
being a difference, for if it were exactly the same it
would be no more than a duplicate or republication
of the first will That the Jury, therefore, in* find-
ing it to be another will, said, ex vi termini,, that it
w^s different ; but as they had not found in wlDat that
diflference consisted, the Court could not presume
that there was any inconsistency in the dispofiitioos
of the two wills, and by consequence they could not
aay that the first will was revoked,
*
' This doctrine is in itself so rational, and so founded
< oh. authorities, that one is surprised at • seeiog the
question renewed, and again disputed at so late a
'pdriod ; but even these cases did not preveotithe
point from coming again into discussion, with a tri-
fling variation in the circumstances, about five years
ago, in the case of Thomas v. Evans*; in which, ft
person made his will, whereby he bequeathed his. per-
sonal estate to his mother, and, after severafintcr-
mediate limitations, devised the ultimate remainder
to T. U|U)n his having afterwards acquired other
^ ^ Bast, 48t.
S^CT. 3. Inconsistent Dispositions. t9b
estates, same by purchase and some by devise, and
the bequest to his mother having lapsed by her death,
(he testator made a second will disposing by name of
the property which had been so devised to him, and
(hen added, ^^as to the rest of my real and personal
estate I intend to dispose of it by a codicil hereafter to
be made to this my will." This was determined to be
no revocation of the former will. It was not necessary
to suppose the words intimating the future intention to
be meant to embrace the real property before devised,
as the testator had acquired estates-since the first will,
which were not included in the second, and which
miffht satisfy the words by which the future intention Exprc««w,
" • ^ ^ tcntiou to
was expresficd ; but admittine: these words to include revoke do
" actual rc-
the real property devised by the will, still it did not vocaUoa.
appear that the disposition intended to be made of it
would be inconsistent with the former devise; and
even supposing it to be intended to be inconsistent,
yet an express intention to revoke would not operate
as an actual revocation; for, as was truly observed
at the bar and on the bench, what would not have
been a revocation by parol before the statute would
not be so since, though reduced into writing with all
the formalities of the statute, and it had be«en decided
that a bare intention to revoke, though expressed by
parol, was no revocation before the statute, unless
the testator declared that he did revoke his will (3).
A
(3) Craiirel v, Samiders, Cro. Jar. 497. -wh^e rt U'as resolved
bj the' court, that if a maii makes his tviU, in ^ntk^, of land,
anc^ af^rward^ upon ccmrounicsition says, that ^' he has made his
▼ill, but it sliall not stand," or "Iwill alter my will," these
WQrdsjire not any revocation of the will, being in a future sense,
and pnly a declaration of what he intends to do. Aliter, if he says
I do reyoke it, or in any other manner declares his purpose to
reToke it in present!. But if a^^tlNtator deplare his intention by
SS6 MeMM&ott of WUU. CHii'-iCt
4*
inconsist. ^8 * wtchnA wiB IS HO rcYOcation of the feat, any
ency be- -^
tureen the further than as it is inconsistent therewith, so meithcr
will and
•ubsequent does a teBtator by acting in any other manner' vpow
the property which he has already devised by his will,
reroke the will by such act beyond the extent o^tliat
necessary itiferenee which is created by the incon^
fiMency between the will and his subsequent eoii^
duct. Thus in an early case* where a man faebvingt
issue two sons by several venters, devised bis landa W
F. bis eldest son^ in tai^ male, remainder to the *btfiT^
male of W. his yo«inger son, and for defeult of mwmm
to his own right heirs ; and afterwards made a lease
to W. for SO years, to begin after his the testatsriif
death, and died : it was resolved that this lease mad^
to W. was not a revocation of the whole devise^ htxC
quoad the term only. And the same point was agTe4^(l
to on the bench and at the bar, in Montague *&. «lef«
frys^. Buftthis doctrine is carried to its fsdlest e)iteil«
itk the ease of jLamb t?. Parker ^ Thene Ediirai>it
Parker by his wiH devised to his younger ^dii
W. Pttrker a messuage for 99 years, if three KvM
therein mentioned lived so long, yielding and f^ciyrng
an annuity of 602. to his sister, who was the pkintifn
for her life. The testator afterwards demised the
same messuage to one L. for 99 years, if three lives;
named in such demise, should so long live, yielding
and paying 5M. per annum, to the testator^ his heirs
* Cro. Car. 23. Hodgkinson o. Wood. Ann. prhn. Car. Rfig.
' Vin. tk. Dey. (n). • 9 Vem. 486.
pMiDl to reroke hii wiH, and fhat upon liis arrWtng' at such a plies
lis will saeeiits kit intentioD, and in his going thither hs is'nfari
dertd, it kai l)ecB said that the intended terocatioii shall Htke pltMh
llloll. Abr. 614. 7y6z.ian.S7l. '
SfctDT, & IncMsistent Dispfmtiont. 237
Itnd assigns. The question was whether this demise
to L« was a reyocation of the devise to W. and <aa«
seqfientljr of the annuity payable to the pkintifil
The cause was first heard at the RoIIs^ and then,
held to be a revocation ; but upon appeal to the Lord
Keeper \ the contrary was adjudged and upon tho
following grounds. — That by the lease to L. the
term of 99 years commenced immediately in the life-
liroe of the testator ; whereas the term to W. was to
commence from the testator's death ; and though both
werti determinable for three lives^ and possibly L.V
three lives might happen to live the longest^ yet^ that
a reversionary interest passed which would carry the
Bent reserved on L/s lease. The ground of thie
ipeeies of revocation is^ as is above observed^ the in**
consistency of the posterior Act^ and the inference
oC iptentioii arisinsr from such inconsistencT' Pro- Grant of a
^i^Wg;^ therefore^ upon this principle^ a kase made rest than
spi^eqfient to the will of the devised land> for the by the wxw,
WneiH i)f the same person to whom the fee had beea pmon.
dej^ise^jl^. and to commence upon the decease of the
t^tator^ was in Coke v. Bullock '^ adjudged a revoca-
tion fntoto, Had it been to a strangeif^ it was agreed^ Toaitras-
it WQuld Quly have been a revocation pro tanto(4)*
.■..'. •
• Sir MarttJi Wright. • Cro. Jac. 49.
(4) A dtotincfioa was bere adverted to by Walnsley J. wlftch is
clearlj not law, as the law is now settled, i\t. that though in tht
esse of a lease to a stranger a£ter a will made, such lease, if it
I^IOpidi^ pai^ onXyM the sftiae vbmda, is onli^ aaaf^eation lor
nifi(h|M(r4 ; jivefcif it tml^race the entire lands^ thottgk it is partial
oii]r^4Mpect to^ tte estate, itisa/olirf reYocatiosi, as ixtendiftf
^•cificaUy over the whole subject matter. *
238^ Hevotktion cf Wills. Chap. If.-
Sen *comI ^^ ^* ^^* likewise agreed that if the. lease had b^en-
mencc
nent.
mence- granted to begin presently, or futurely in the life-.
time of the devisor, it would have been no revocation,
for then it might have stood with the will.
Upon this distinction in respect to the time of the-
commencement, the case of Baxter v. Dyer^ deter-
mined by the present Chancellor is in accordance
vrith the last-mentioned case of Coke v. Bullock. In*
Baxter v- Dyer, the testatrix, after devising lands to*
Sir John Dyer, and his heirs, borrowed from the
devisee a sum of money, and mortgaged the devised
estate to him, by a conveyance in fee, and upon the
ground that mortgages are in equity considered not
as conveyances of the estate, but as mere pledges
thereof by way of security, this subsequent mort-
gage, although it was made to the same person to
wkoin the estate itself hud been devised, was held to
be no revocation. As in Coke v. Bulbck the lease
vras to begin in the life-time of the testator, and might
have terminated before his death ; so in this case the
pledge was to take place in the testatrix's life-time,
while it w^as hers, and at .her own disposal, and the
object might have been answered in her lifertime. It
wds therefore held to be no revocation. And the
Chancellor, after stating that the case of Harkness v.
Bay ley*, had been misreported, produced a note
which he himself had made of it, wherein a fea-
ture of inconsistency between the will and the pos-
terior acts of the parties appeared, by attending
to which, the principle of that case might be recon-
ciled with his decision of the case before him ; for it
appeared that after the mother's devise in fee to the
' i Yes. Jan. 655* ' Free, ia CbiA. Jil4.
Sw;t. 3. Inconsistent Di^iitkmi. 969
daughter^ the son joined the mother in a conVeyanci
of the estate for 500 years to the daughter^ with a
proviso that if the mother or son should pay during
the life of the mother 1002. a year to the daughter,
and the son after the mother's death should pay 4000/.
to his sisterj then the term should cease and be void^
and the son moreover covenanted with the sister to
pay 4000/. to his sister after the mother's deaths and
also with the mother to pay the annual 100/. to his
sifter during the mother's life. This conveyance was
clearly inconsistent with the devise^ and it was also
clear that the mother intended the estate to descend
to the son.
The settled law therefore upon these cases is^
that a will is not to be revoked but by necessary im-
plication^ so that where the subsequent will or pos-
terior act is consistent with a prior will, or with any
part of it, such prior will remains valid in part or in
all according to the extent to which the dispoeitiona
of the party can be effectuated without contradiction
or discordancy. But where two inconsistent wills are wher^
produced of the same date, or both without date, IwTincon.
neither of which can be proved to be last executed, wurs^of th«
they are both necessarily, and by the common law, th™y aw^'
void for uncertainty so far as they are inconsistent, f^^^ unc«^
and supposing no act of the testator subsequent to the ^^^^'
vill^ to have explained and reconciled them, the heir
at law"" Is let in. Though according to the case last
cited in the margin, either will is subject to be con-
firiped bya subsequent act or declaration of the te8«
tator, Wluch judgment appears to stand on a very
reasonable and intelligible principle. Since a will
!^ 5 Bro. P, C. &7, Fhipps v. Earl of Augl^iea, 7 B»c. Ab. 327.
S^ Sevoeatian cf Witts. Chaf. IL
cannot be sinid to be revoked by ^ will till tke death
of the testator. Andl the act of the testator only ope-
rates to decide which is his last wiH^ And not to produce
the effect of an impUed or parol republication^ of
which, since the statute of frauds^ there is aotho-
rity and i*eason for doubting the possibility, as I shall
endeavour to shew in its proper place.
Section IV.
r
In^erfed Acts and Instruments*
IT is manifest that these cases of inconsistent wiQ.^
turn principally upon the intention of the testator ;
but we must dliserve that a will perfected as the sta-
tute requires is not subject to be overturned by loose
and conjectural inferences of an alteration of mind in
the testator. The cases have reduced the doctrine to
a regular ayitem. The statute itself has limited the
mode whereby a wiH may be expressly revoked ; and
on* of the modes prescribed by the statute is by a
tttfasequent vrill, which^ we have seen^ should, to
produce that effect according to the force given by
construction to the word '' w31^^ where it occurs in
the 6th section, be perfected with the formalities re-
quired by the preceding section. But this construc-
tion of the language of the 6tb section seems to have
given to it no enaWng efficacy, in respect to the
operation of a will, since if the words '' will or codi*
o3" had mot bean excepted out <tf the restraint put
Sect. 4, Imperfect Acts and Instruments. 241
upon the power of revoking^ it should seem that the
ftatute must either have been construed not to extend
to the case of a subsequent will; or to have enacted
that a will once perfected^ though made 20 years
before the testator's deaths must be taken as his last
will^ if remaining uncancelled^ notwithstanding a
subsequent will should be made within a month before
the decease of the testator^ with all the circumstances
constituting a perfect will.
As the law now stands/ it "has been shewn, that a Nointen-
new substantive will, unless it be executed as the 5th inferred
ficction directs, will not revoke a former will ; which of unds
rule seems to arise Justly out of the principle of in- ed accord-
tention ; for ai> intention to revoke a first will by a tututc.
second can only be properly inferred from a legal,
valid, and perfect disposition of the same property ;
which accords with the rule of the civil law, '' Tunc
prius testamentum rumpitur cum posterius perfectum
cst(l)." In truth, since the statute of frauds, there
can be no will in contemplation of law that has not
been executed with the formalities made necessary
by that statute. It is a mere nullity(2)^ affording no
ground of inconsistency from which to infer even a .
(1) See tbe cafe of the Earl of Ilchester, 7 Vez. jun. 348. that
a testamentary appointment of a guardian, by virtue of the 12 Ch.
2-c. %i, is not revoked by a subsequout testamentary appointment,
Hhicb IS not substantively perfected by the attestation of two wit-
nesses, according to that statute.
(2) Equally so in all courts. Thus in equity, a will of lands,
unattested according to the statute, and containing a bequest of
personalty to the hpir, will not put htm to his election, which is a
striking instance to shew the absolute nullity of such a device in
tlie view of the courts of equity.
t it jkewcttti6h of WSb. Chaf II.
jj"*'^ictl[ ^''^•^''S^ of intention. But in general an instramental
thowfh in- get of a testatoF, inconsistent with tlie dispositions of
■iiyinopei- |)i^ tjfior wifl, even thongh such act mavbe rendered
ativc, may . ® "^
nevertiie- inooerative by the want of certain legal requisite!
less revoke i ./ o i
a wiu. to its validity, will effect a revocation. For thotigh,
in the case of a subsequent tcill^ the courts will not
take any notice of its existence as to any devise of
fend, if not duly executed and attested, yet in the
other cases of invalid instrumental acts, they are
respected as indications of intention though specifi-
idiibepro- c^lly inoperative. And, indeed, if a will devising
eHted ***" '^^^ ^^ executed and attested so as to have an exist-
bjr^cfrcimi- ^"^^ ^^ ^ ^^^'^ though froHi circuHistauces extrinsic
SorSwic ^^ ^^ rendered void, it may still effect a revocation, as
▼ented^ in the case before-mentioned of a, will devising land
from oper- [^ f^^ {q JJj^ )^^[j. ^j j^^ \
•tinp, It
may never-
theless
revoke a If a testator leaves at his death a dozen wills, and
pn#r will,
only one executed and attested so as to pass real
estate, such will, whatever may be its date, is pro-
perly his last will as to this part of his property. And
88 a man can have no will but his last will, there can
be no other will from which any intention of the tes-
tator, inconsistent with the dispositions of his opera-
tive will, can be inferred (3) ; but if a testator affects
to do something instrumentally, which fails from the
omission of some circumstances with which it ought
• Vid. E*]is V. Smith, 1 \e%. jun. 17. and note («) in the pie-
ceding page.
(3) This IS strongly put by Sir Wm. Grant in giTing his opmiott
In the case ex parte Ilchester. ** It is not competent for a persoB
to express an intention, as to land, by sach an initniment." 7 Yh*
Jan. 378.
SfiOT. 4. Imperfect Acts and Instruments. S43
to be accompanied^ and which^ if effectuated^ would
by it« specific operation revoke a prior will, the courts
will take notice of such imperfect instrament, and
construe it a revocation as much as if it had been
rendered effectual to its purpose. For it will not be
supposed that a nugatory act was intended to be
done, when that act was professedly to have imme-
diate perfection : whereas in the case of an unexe-
cuted will, which is made in prospect of death, and
with regard to a future condition of thing.^, it is rea-
lonable to suppose it to be left purposely Unfinished
and inoperative, to be adopted or not on the approach
of extremities, as the state of the testator's affairs
and connexions may at that season determine his in-
clinations.
Upon the above-mentioned principles, the imper- Jmp^rfect
feet conveyances by a deed of feoffment without mentsof
livery of seisin, and by a deed of bargain and sale of ance.
the freehold without such enrolment as is required by
the statute in that case provided \ though specifically
inoperative, are nevertheless effectual revocations.
So, before the statute taking away attornment, a
grant of a reversion without attornment was a revo-
cation of an antecedent will devising the same pro-
perty (4).
* 1 Roll. Abr. 615. Vin.DeT. (P) pi. 6. Went, Off. Ex. 2?.
Z Atk. 803.
(4) Went. Offh Ex, %%. So wherg « tenant to the pr»cipe It
mede towards sofTeriDg a recoTery^' and no other proceedings afO
had, a prevlons will is nccrerthelesl revoked. Vid. Hamood t.
O^lander, 6 Yes. Jan. 199.
r3
244 Revocation of Wills. Chap. IT.
fp'^^tnt.^ ^ Whether a deed intended to operate as an appoint-
e*c"uted ™^^* ^^ VLses, but incapable of operating as a valid
appointment^ either from a deficiency of power in
the party executing the deed^ or a neglect of seine
ceremony made necessary to the efficacy of the ap-
pointment by the person granting the power^ can be
operative as a revocation^ seems to be left, by the
case of Shove v. Pincke % in a considerable degree
of uncertainty. If we look to the judgment and cer-
tificate ^, it is plain that this point cannot be consi-
dered as judicially decided by this case. Lord Ken-
yon indeed observed^ that even supposing the appoint-
ment made in that case to be an inadequate convey-
ance for the ptirpose for which it was intended^ still,
if it demonstrated an intention to revoke the will, it
amounted in law to a revocation (5). He added, that
if it were necessary to decide the point, he did not
see why it might not operate as a grant of the rever-
sion. But although the late Chief Justice seemed
clearly to be of opinion, that a void appointment
would have the effect of revoking a prior disposition
by will of the same property, such effect was not, as
&r as appears by the report^ at all adverted to by the
other judges, and in the certificate mention was only
• 5T.R. 124. * 5T.R. 310.
(5) In the cases of feoffment without livery, and bai^n and
sale without enrolment, the> instrument itself is complete, and
there is no intrinsic defect in it, but something subsequent is want-
ing to its specific operation. Between these cases therefore, and
that of an appointment informally executed, or without authority,
there is a difference; the informality in tiiis latter case being in
the Instrument itself. I s
Sect. 4. Imperfect Acts and Instruments. 345
made of the operation of the deed as a grant of the
reversion^ or as a covenant to stand seised to uses (6).
The failure of the appointment in the case of Shove
u Pincke arose from the defect of a power to make
it, the power originally reserved having been exer-
cised without a fresh reservation (7)^ but there does
not appear to be any sound distinction between such
a case and one wherein the failure happens by reason
of an omission of any ceremony, made necessary by
the person creating the power, to its valid execution.
Sopposing the revocation to be produced by inference
of intention, it is plain that the attempt, whether
the failure arise from one cause or the other, affords
an equal inference of intention (8).
It has been Ions: a settled point, that a errant made or gnntt
, . ^ to person!
to a person incapable of taknig under it, may never- uaderdis.
theless operate as a revocation of a will. Thus, where
a man*, after having made his will in November, 1739,
and thereby given all his real and personal estate to
his brother, by a deed poll made in November, 1740,
gave and granted to his wife all his substance which
* 3 Atk. 73. J^ard v. Beard.
(6) See the obserrations made upon this case by Lord Alvanley,
in the important case of the Earl of lichester, 7 Vez. juo. 374.
(71 For this point see the leading case of Ileli v. Bond, 1 Eq.
Ca. AW. 343.
(8) The instrument endeavoured to be set up in Clymer o. Littler,
3 Burr. 1244. had no definite legal character, or specific tendency,
and was therefore insufficient to ground any inference of intention,
besides that it laboured under a suspicion of forgery.
846 Revocation of Wills. Chap. 11.
he then had^ or thereafter might have^ it was decreed
that the grant was void^ because the law would not
permit a man to make a grant or conveyance to his
wife in his life-time ; neither would a court of equity
suffer a wife to take the whole of a husband's estate
beneficially^ in his Hfe-time^ for it could not be in the
nature of a provision^ when it comprehended all the
husband was entitled to. Yet as being an act incon-
sistent with and repugnant to the will^ though not
strictly legale it amounted to a revocation. It pro-*
duced^ therefore^ an intestacy as to the legacies : and
though the appointment of the brother as executor re^
• mained unrevoked, yet the revocation of the legaeiei
given to him made him a trustee in equity for the next
of kin.
In the same manner a subsequent devise to a per-
son incapable of taking under it is a revocation of a
prior will ; as was determined in the case of Roper t?.
Radcliffe ', in the House of Lords^ where lands were
given, by the second will, to a papist. And the same
effect has been adjudged to wills devising an estate to
the poor of the parish', and to a corporation*.
•
But in these cases of invalid instruments it does
»
not seem to be so correct a construction of their ope-
ration, to ascribe their revoking efficacy to the indi-
cation they afford of an intention to revoke, as to t)ie
indication they afford of an intention to do that which
' In dom. proc. 1 Bro. P. C. 450. 10 Mod. 233. 2 Abr. Eq. C^
771.
' Frenche's case, cited in Montague's case. Tin* tit. Der. (0)
4. and 10 Mod. 94.
;» Vin. tit. Der. (0) 5.
Sect. S. AcU fraudtUenlly obtained. SI7
by a positive rule of law is an act of revocation (9).
For unless the act if done so as to be efiectual to its
purpose would have the effect of revoking*, an inef-
fectual attempt to do the act could not produce such
a consequence ; and^ as it will appear hereafter, tbn
effect of these acts themselves^ when executed coiu-r
pletely> cannot for the moat part be satisfKtorily q&^
plained on the principle of intentiw.
Section V.
Adt procured to be done btf Fraud or Compulsion.
WHERE a deed is void as being covenoustjr
made^ it seems clearly held to be incapable of ope«
rating as a revocation^ for it is a complete nullity,
And^ in a court of equity^ a d^ed obtained by fraud
or by compulsion has^ in a case before Lord Thur*
low^ been held equally inoperative against a $ub«
aisting will. His Lordship observed, that the reason
against admitting such ^u instrument to have the ef**
feet of a revocation was strong ia that court, since
yfhen application is made by the proper party it will
be ordered to be delivered up, and where a deed is
(9) Lord Hardwicke expresses this opioion in the oase of Hick
V. MoTty Arabl.210. and Abney d. Miller, 2 Atk. 696. ftud again
more pointedly m Sparrow v, Hardcabtle, of wliic.; the readc'r wiU
find an accarate note in 7 T. R. 4 L6. where Kis Lordship says that
^^ these imperfect conteyances are rer ocations, because thcj import
ta iateation of altdring the condition of the estate*^*
248 Revocation of Wflls. Chap. II.
ordered to be delivered up it is implicitly declared to
be no deed (1).
The case just cited of Hawcs v, Wyatt was first de-
cided by the late Lord Alvanley, when Master of the
Rolls^ in favour of the revoking effect of the deed;
and his decision was reversed, upon appeal, by the late
Lord Chancellor Thurlow. It appears, however, that
Lord Alvanley, when, as Lord Chief Justice of the
Common Pleas, he sat with the Chancellor in the case
ex parte Ilchester', remained of his original opinion*.
He observed, that in that case the son, who was the
testator, after the conveyance to his father, went
abroad; that during his life he never intimated any
intention to quarrel with it ; that the bill was filed to
set it aside upon such an exertion of parental autho-
rity, as, that that court would not permit an instru-
ment so framed to stand ; his Lordship allowed that
the deed could not operate against the heirs of the
son ; yet " he was of opinion it would revoke the
will, for the son thought it was actually revoked, and
that therefore to permit it to stand would be against
principle ; that though Lord Thurlow differed from
him, he believed Hick v. Mors* was not adverted to,
but that there was the authority of Lord Hardwicke that
such an instrument was sufficient to revoke a will/'
It does not however, in the only report of the case
of Hick V. Mors, distinctly appear that any fraudulent
• 7 Vez. jun. 348. * Ibid. 374. • Ambl. 216.
(1) See the case of Hawes v. Wyatt, 3 Bro. C. C. 156. It seems
also to be held in this court that a deed executed by mistake is
no retocation of a will, yid. 6 Vez. jun. 215. and See post fxU
^mistake*
Sect. 5. Acts fraudulently obtained. 949
means were taken to induce the testator to execute
the revoking instrument. The words of the reporter
are, " he was prevailed upon ;" and to be sure the
facts of the case induce a suspicion of improper in-
fluence. No fraudulent arts or undue influence^ how-
ever, are stated to have been used, nor are any such
distinctly alluded to by Lord Hardwicke, who refers
the case to that class of cases above considered, where
imperfect conveyances have been held to revoke an-
tecedent wills. Stripped of any colouring of fraud,
the case was simply this : A testator covenanted by in-
denture to levy a fine, and in the deed specified the
use of the future fine to be to H. for 1000 years, which
fine was accordingly levied ; he afterward^ made his
will; properly attested, and devised the fee of the same
premises to H. and in the year following executed a
fresh covenant by indenture, reciting the first, de-
claring a new and different use of the fine, viz. to H.
in fee ; and whether by this the will was revoked was
the question. But whether the second indenture of
covenant was good as to the new use of the fine may
be questioned, since if a precedent indenture be made
to direct the uses of an assurance, and the assurance
follows, the Touchstone says, that the conusor or re-
coveree cannot by any act of his, subsequent to such
assurance, change or avoid the prior use**. The se-
cond indenture might, therefore, have been regarded
as inoperative, and was probably attacked on that
ground, for that seems to have been the view in
which it presented itself to the court.
It is, to be sure, somewhat difiicult to apprehend
how a deed which is void, as being fraudulently, sur-
f Vid, Touchst. Ch. on Uses^ Sect. 5*
t5p Jievoeatim of Wills. Chap. li;
4
. reptitioudy, or coercively obtained^ and so not moving
from the will^ or Bpeakin^ the real sense of the party^
should yet revoke a previous act deliberately and for-
mally done. Where a part only of a deed is liable to
the imputation of frauds there may be good reason for
holding the other uncorrupted part a revocation of a
prior testamentary disposition^ as far a& it is incon*
aistent v^ith it. The understanding does certainly
struggle against giving to an act admitted to be in*
valid against the person performing it^ on account of
the fraud or compulsion accompanying it, an opera*
lion destructive of a prior act voluntarily and conside-
rately performed, It is true however that^ in giving
his opinion in the case last mentioned. Lord Hardwicke
observed^ that it w^s not Uke the case of a conveyance
by coviUj. which would make it not the testator's deed
at law; and whichj his Lordship said, would be a
nuUitt/^ There is, to be sure, a differeuce between
the case of a deed void at law for covin to which non
est factum may be pleaded, and that of a deed liable
to be set a^ide by cancelling or directing a reconvey-
ance, on account of the fraud or compulsion used in
obtaining it. But it seems reasonable for a court of
equity to act vpon its own maxims, in analogy to the
rules of law : and if that which in that court is treated
as deserving of being frustrated and rescinded, on ac*
count of the turpitude of the intent and contrivance^
were, neverthelefs, to be considered as capable of the
collateral effect of revokipg a will, this, as it seems,
would scarcely be recoQcilei^ble with the rvle of
equitas sequitur legem.
< 251 )
Section VL
jSubsequent Conveyances.
THE general rule that where, after makings a will^
the testator executes any legal conveyance of the de-
vised property, the will is revoked, has long been esta-
blished. This rule seems to rest upon technical
grounds, and in regarding its whole extent we shall
find that the inference cf intention to revoke by no
means affords a satisfactory foundation for it. The
true reason seems to be that which Lord Hardwicke
gives in Sparrow v. Hardcastle, " that the estate
heiDsi; gone by the conveyance, the will has lost the
subject of its operation."
The alteration of the devised estate by the act of
the devisor himself is a case of daily occurrence, and
admits of some distinctions of great nicety. It will be
proper to begin with some examples illustrative of the
general rule.
If a tenant in tail makes his will and devises his land, ArecoTcry
by tenant
and then by bargain and sale enrolled makes a tenant in tail, af-
. 1 • • 1 • termakiiif
to the praecipe, agamst whom a common recovery is his win, to
suffered to the use of the testator in fee, this is a re- use in fee,
* is a revoca*
vocation of the will*. And it was said by Lord Hard* tion. And
wicke to have been holden that where a man, after the party
making his will, thinking he had only an estate tail, doesTio*
suffered a recovery to confirm the will, such act by the ^^J^**
* IKster V* Dister, 3 Lev. 108. see also to tlie same point, Mar*
wood V. Turner, 3 P. Wms. 163, Edit. Coie.
232 Revocation of Wills, Chap. IL
testator was a revocation instead of a confirmation of
the will*. '
So also if a testator^ after having made his will, levy
a fine to such uses as he shall by deed or will appoint,
and die without making* any new will, the will made
prior to the fine is thereby revoked^
A feoff- And if a tenant in fee simple devises his lands, and
tenant iD bcfore his death makes a feoffment of those lands to
fee ftfter
■taking his another, to the use of himself and his heirs, though
own use in this to many purposes is no alteration of the estate,
vocation. ' for he is absolute owner as he was before, yet it is a
Soil an ef. revocation'. And where a tenant for life, remainder
J^try.^' to trustees to support contingent remainders, remain-
der to his first and other sons in tail, with reversion
to himself in fee, made his will disposing of the rever-
sion, and afterwards suffered a recovery and limited
the use to hhnself in fee, this though an ineffectual re-
covery, was nevertheless a revocation of the will (1).
Convey- The apparent hardship of this rule has occasioned
ance upon * * , *
a special some Struggles to resist its application, where it has
trust,orfor -■ • «
a particu- been most obviously opposed to the testator's inten-
pose,how tion. Thus it has been often contended that where
eatioD. the alteration of the estate was only for an express
particular and partial purpose, not affecting the sub-
^ Per Lord Hardwicke in Sparrow v, Hardcastle, 7 T. R« 410*
■ote.
\ Doe and Dilnot and otbers v. Dilnot, 2 N.R. 401.
* 1 Roll. Abr. 616.
(1) 3 Wils. 6. Darley v. Darley, and see the remarks made upon
this case by the late Lord Loughborough ia Brydges v* the Dachess
•f ChandoB, 2 Vez. jun. 430.
Sect.. 6. Subsequent Conveyances. ^S3
fitantial and beneficial interest given by the wiM,
the will should not be affected by it. Upon this
ground^ in Sparrow v. Hardcastle^ it was endeavoured
to be maintained that the conveyance being designed
for a particular purpose^ viz. to create a trust for the
benefit of a person named in it, subject to which the
trust declared was to the grantor and his heirs^ it was
the same as if he had left it to result, and so much of
the trust as remained in him would pass b^ the will ;
but Lord Hardwicke rejected this reasoning, and de-
clared his opinion to be, that if a man seised of a real
estate devised it, and afterwards conveyed the legal
estate, , though only upon a special trust, yet as he
granted the whole legal estate, it was a total revoca-
tion of the will
Lord Lincoln's case (2), which was decided by Lord
Somers, is a strong authority to the same point ; and,
as was observed in Sparrow v. Hardcastic, there could
not be a more special case. Edward Earl of Lincoln
had mortgaged the manor of S. to Wynn by a convey-
ance in fee, and afterwards by will, in default of issue
male of his own t>ody, devised it to Sir Francis Clinton
(who was to succeed to the title) for his life, with re-
mainder to his first and other sons in tail,, with remain-
ders over. The Earl having afterwards taken a fancy
to one Mrs. Calvert, and having some notion he might
marry her, (though it was proved in the cause there
never was any intention in the lady or her relations
respecting such marriage, nor any treaty about it)
(2) Show. P. C. 154. 1 £q. Ca. Abr.411. 2 Freeman, 303. and
iud by Lord Hardwicke in Sparrow v. Hardcastle, Tid. 7T. R. 418.
in Not. to be well reported in Fitz Gibbon, 341. which wa9 in
lenml a book of no authority.
1!54 £ev0ealwn of Willi. Caap. U.
ttiad6 k least and release of the devised premises to
trustees^ to the ase of himself and his heirs till the said
intended marriage should take effect^ then as to part
in trust for Mrs. Calvert and her heirs, in lieu of dower,
and as to the rest in trust that the trustees should sell
it, to disencumber the part limited to Mrs. Calvert,
and to pay the surplus of the monies to his executors
and administrators. Nothing was afterwards done
towards the marriage, and sometime after the will the
Earl died without making any alteration of it, leaving
his honours to descend to Sir Francis Clinton, who had
but a small estate, if any, and who died soon after-
wards. The plaintiff, the eldest son of Sir Francis;
brought his bill to have a redemption of the mortgage
and a conveyance of the estate. And the defendants^
^ who were cousins and co-heirs of the testator, brought
their cross bill to be allowed to redeem and to have
the estate conveyed to them.
The question was, whether the lease and release by
the testator was a revocation ; and though it was plain
he did not intend, in the event which happened, to
revoke his will, and though by the release the estate
was limited until the marriage (which it did not ap-
pear was ever seriously either in kis contemplation or
in that of the lady) to continue in the testator just as
before ; the will was nevertheless held to be revokedr
It is to be observed that the conversion of this estate
into an equitable interest by the mortgage in fee, was
the circumstance which brought this case into the
court of equity, and that there was nothing in it of
peculiarity which varied the effect of it in the view of
that court ; so that the doctrine of equita^ sequitur
legem was entirely applicable to it ; and as by the rula^
of kw^ if this had been a le^ estate the wiU would
SccT. 6. Subtequent Omvi^ancei. f&t
have been revoked^ there was no rettson why a court
of equity should proceed on a diflferent rule in deter-
mining the case. The decree was confirmed in th«
House of Lords by a majority of two lordii only.
The deeds executed in the above case were such as^ Wherethst
had the estate been ZegaZ^ would, have passed the es- done to aa
tate out of the testator^ and wherever that is the case^ muW *
the will is revoked at law (3). Upon the principle of threstate
analogy^ therefore, and of that uniformity in the rules pa?///5^I'
regarding property which is so important to be pre- tZ^l
served, a court of equity was bound to follow the l^t7**a rl
authorities of the common law courts in the decision equity^" '^
of the case just cited, whatever inconvenience to the ^f ^„|2lr
parties, or repugnancy to common feelings, might be «*qtt>turit.
the consequence : and in this view, that is, in refer^
ence to the consistency and generality of an artificial
system of reasoning, there does not appear to be that
absurdity in the case of Lord Lincoln which has been
charged upon it by a great judge ^
But by a case of great importance, which has lately if the et*
been decided in K. B/on.a writ of error from the Ji^rud
Common Pleas, whose judgment the superior court for ancH
con firmed, the general rule may be considered as es^ ^oame'
* Lord Mansfield, Doug. 723.
' 7 T. R. 399. 1 Bos. and Pull. 570. GoodtiUe on dem. HoU
ford and others v. Otwaj.
(3) The uses of the intended settlement were certainly incon*^
ti<tent with the will ; but that made no part of the reason for hold-
ing the will to be revoked by the lease and release ; it was so held
solely upon the ground that the deviBed estate was for a moment
parted with and pat out of the testator, fiotwithstandfog tht old
mikt» .was t«kea back by the saiOQ crareyaAca,
t54 . . Ji^Hof Wills. Cbap. II.
ftjj" V V . uJlowing : That where a person
ti ue vises it^ and afterwards conveys
' ^^ .>4d(e> though but for an instant, as
^ .1 $et$in to serve an use, and though he
. «c same estate to the same use as before,
>^ ^ totl to result to, him so as to be de-
.> iXKD him either in the paternal or maternal
. ; vius before, yet the conveyance operates as
. v\i>cation of the will. And though the object
•c ctMiveyance be ever so partial or minute, and
. v.^KT such object be certain or contingent, the
>^,,sv" iXMisequence of a total revocation flows from the
:..vvo act of parting with the estate. And from the
auihurity of this case together with that of Lord Lin^
\i>In above cited^ the conclusion is, that whether such
^tate be legal or only equitable, the same mode of
acting upon it by passing it out of the testator, or if
that canrfot be strictly said of an equitable interest,
by doing that with respect to it, which, if it were a
legal estate, would pass it out of him but for a mo*
ment, will produce the same consequence of a total
revocation.
*
111 the case last referred to, A. being seised of cer-
tain estates in fee simple, agreed by his marriage arti-
cles to settle the same so as to secure his intended wife's
jointure^ and the portions of younger children, and
then upon his eldest son and his heirs male. He af-
terwards devised the same estates, in case he should
happen to die without leaving any issue of bis body
living at his decease, subject to any jointure he might
make to trustees, for a term of 500 years, upon the
trusts therein after declared, and subject thereto he
devised all his real estate to B. The testator after-
wards conveyed the same estates by lease and rdease
S£CT. 6. Subsequent Conveyances. 357
to releasees^ to the use of himself and his heirs^ till
the marriage^ and then to uses correspondent to the
various purposes expressed in the marriage articles,
and for default of issue, subject to a term for securing
his wife's jointure, to himself in fee. The testator
married accordingly^ and died ivithout issue. And
whether his will was revoked by the settlement was
the question.
Those who argued against the revocation contended
tliat the intention of the testator was evidently not to
revoke the will, and that as this intention appeared,
without any resort to extrinsic evidence, from the in-
itruments themselves, the court was bound to give it
effect. That though in point of form an estate did
pass out of the testator to the releasees, yet that was
but a mometitary eflTect of the conveyance, for by the
limitation of the use to himself, and hh heirs^ till tlie
marriage, he was still in of his old use ; and the only
operative part of the settlement was that which limited
the uses according to the articles, in an event in which
(he will was to have no operation. That this was a
very different case from a feoffment and refeoffmcnt,
where there was a complete alienation of the land,
and an entire new estate was taken back by purchase.
That the doctrine must have been originally founded
upon an intent to revoke, either expressed, or necessa-
rily to be implied by law from the inconsistency of
the two dispositions': but that in the case before the
court, the two instruments were not only not incon-
sistent, but the one referred to and conBrmed the
other, and the settlement was only made in pursu-
ance of the articles. That in all the cases of total
revocations implied from subsequent instruments, the
devisor changed the whole estate, or the dispositions
258 Revocation of WUli. Chap. II.
were inconsistent ; but that in the case under consi-
deration there was no inconsistency, nor was the estate
changed as to that part of it on which the will was to
operate ; for the operation of the will was confined to
the old fee-simple^ which by the limitation in the set-
tlement was returned back to the testator. There was
it was said no new modelling of the estate, for the
acts which took place subsequently to his will were in
the testator's contemplation at the time ; so that the
question was broadly this^ — whether where the inten-
tion was manifestly against a revocation^ the instru-
mental mode of carrying the -intention into effect
should nevertheless produce the legal consequence of
a revocation.
But the Court decided^ that as the testator parted
with the estate^ notwithstanding the old use resulted
to him again^ still the conveyance operated as a re-
vocation of the willj because it drew out of the testa-
tor the subject matter upon which the will was to
qperate.
Such a series of well-considered cases have con-
curred in establishing this particular doctrine on the
subject of revocation by a subsequent conveyance,
that the general rule^ as laid down in the preceding
pages^ may now be considered as finally at rest (4). It
seems a little extraordinary, indeed, that^ when once
it had been received in all the courts as a rule^ that
a conveyance, by a testator of the devised lands to the
use of himself, and his heirs for ever^ was a total re-
(4) See Vawser o. Jeffrey, 16 Vez. Jan. 519. By Sir W* Gnnt^
the question b no longer open to controversy.
Sect. 6. , Subsequent Conveyances. 259
\ocation of his will, it should afterwards be contended^
tliat a conveyance of the fee to particular uses, and
for a partial purpose, was not a revocation beyond
(hose uses, or the exigency of that partial purpose.
The rule respectinir the revocation of wills, does Ofthene.
not in this instance rest upon the intent to revoke, but the testa-
^ tator'sbe-
19 best accounted for by considering that the testator ing seised
. . . . at the time
must actually have the interest in him, which he at* of making
tempts to devise, at the time of making his will: andconti-
and that as the will is inchoate at the time of making ttTelune of
it, and consummate by the dtoth, it must have a po-
tential existence during the interval, and by conse-
quence the interest on which it is to operate must un-
interruptedly continue, during the whole period, in
the testator.
Some great lawyers (5) have grounded the
reason of the necessity which exists for the testator's
being seised of the lands at the time of his making
his will, upon the words of the statutes 32 and 34
Hen. 8. viz. '' that every person having lands, may
devise them ;" later authorites have with greater cor-
rectness held, that this rule is older than the above-
mentioned statutes of Henry the 8th : for according
to all the precedents, the inefficacy of a will to pass
lands, whereof the testator was not seised at the time
of making and publishing it, applied as well to devi-
ses by custom, as to wills authorized by the statutes
(5) See the case of Brett v. Rigden, Plowd. 344. where Lord
Dyer grounds the reason of this rule upoa the force of the word
' haring/ in the stat. 32 H. 8. and see Butler asd Baker's case^
^ Rep, 31. and Straoge; 27.
€ 2
258 RewetOioh of WiUi. j^ n^
were inconsistent ; but that in the r / /^^ Bnnker
deration there was no inconsistence/ ^^gg^ ygj that it
changed as to that part of it or / ^ /gj^, jj ^^g „„{.
operate ; for the operation o^ ^^ ggjggj in fee, and
the old fee-simple, wbith ', j^j, ^jjj j^ |,g ^bso-
tlement was returned ba /' ^jg^j. ^f ^^^^ ^jj^^^ ^e
it was said no new : ' „j j^^g making his wiU (6).
acts which took- pi'
the testator's cr ^ ^^gt^tor devises all his lands, and
quesUon ww .."^^/,ases other lands, and dies without
tion was r ^f^^ ^jjj ^^ republishing his former will,
mental „/' -urchascd lands will not pass. . Serjeant
■hou^ ./.'*'''^jji the case of Brett v. Rigden, supposed
*'' ^^"l/.f to be diflFerent where the devise was of
^',, specifically mentioned and intended to be pur-
/ Jtep. tentp. Holt, 246. 1 Salk, 237. Fits Gibbon, ^32.
• (6) Rastall, 274. where the ckvise was by force of the custom,
^nd see the Writ ex gravx querela, in Fitzherbert, which sets out tht
custom ; and where it is described not as a general authority to deiM
terras et tencmenta, but tenemeuta sua. So that, ai the ciutom ii
there set forth if they arc not sua at the time of tht derise, they ara
out of the custom, and the will cannot be rendered effectual by it. Bat
it is proper in this place to apprise the student of the present liberal
•enie of the courts in respect to the nature and extent of the intereitof
which a testator must be possessed to qualify him to de? is« his m-
^ntinjcent tate. Modern decisions hare extended the power of testanentarj
tory inter- disposition to contingent and executory interests, where the pcrtoD
•suare de- ^f^^ |g ^^ ^^^^ \^ certain, so that the same would be descendible if
not devised. Roe v. Jones, 1 U. Bl. 30. and 3 D. T. R. 88. in
which last case Lord Kenyon said that the word ^ having^' in tht
statute, must be understood to mean ^ having an interest^* and bii
Lordship distinguished between such a contingent interest and a
mere possibility, or a mere expectation or hope of succesMon, as that
of an heir from hia ancestor. And se« Fearnc'tf Cont. Hen. lib £^«
413] et seq.
\
- Subsequent Conveyaneea. 361
^|lse in such case the intent was manifest
'oosition was in the ahove-mentioned
V. Cook, denied to be law by the
added that he had looked into the
**^in, and had found nothing in
^ ^ition.
A devise land, and be afterwards dis- a right of
' entry not
dnd then die, the devise is void and can- <»«viiabif.
.c be made good; because the disseisin has turned
the estate to a right, which is only a chose in action
(8), and cannot be devised away ' ; therefore, says the
book, it was held a good plea against the devise, that
* Bro. Tit. DcTise, pi. Ij. cites 39 H. 6. 18.
(7) In the case of Nannock r. Horton, 7 Vei. Jun: 399. it
Itemed to be the opinion of the present Chancellor, that a specific
ilerhe of personal estate, which the testator was never possessed of^
ni^'iit opprate as a direction to the executor to purcliase.
3ut u here a real estate is contracted to be purchased, courts of
Equity consider the estate as in the purchaser from the execution of
t •€ contract ; and th.erefore^ as a consequence of this maxim, it will
Ij? presently shewn, that a will disposing of the estate, before the
contract is performed hy a conveyance, is effectual to pass the in-
tercat, and is riot revojied by a subsequent conveyance either to the
purchaser and his heirs, pr to a trustee for the purchaser and hii
lioirs. So where personal estate is impressed with the character of
ff^l estate, by being agreed to be sold, and the money to be laid
^ut In land to be settled, the person to take the ultimate reversion
antler such settlement, may devise jt by his will, and the estate^
tliongh purchased after the willy will go in Equity according to such
•Uprise, See the case of the Attorney General v. Vigor, 8 Vcz. Jun,
(8) See the case of Goodright v» Forrester, 8 East, 55?. The
one of a tenant for life displaces and divests the estate of tho i c-
iQainder nan or reversioner, leaving in him only a right of entry, to
^ Mercise4 either immediately for the forfeiture^ or within |lr#
S62 Revocation of Wills: Chaf. If.
the devisor did not die seised of those lands ; but the
book goes on further and makes a question, whether
if a man be disseised, and then make his will devising
his lands, and afterwards re-enter into the lands, it be
a good plea to say that the testator had nothing in the
lands at the time of the devise. "His Lordship then
gave it as his opinion that in such a case the re-entry
Butiftfter (9) would purge the disseisin, and that the testator
an entry b« lyould be, to all intents and purposes, by relation, in
disaeuin is from the beginning (10). His Lordship also further
and the ti- observed, that a will was a disposition from the time of
years after the nataral determination of the preceding estate. And
the effect of the statute 4 Hen. 7. is only to save to aU the re*
jnainder men, their respective rights of entry within fiye years after
their respective titles successsirely accrue, without being prejadiced,
the one by the other's laches. But such right of entry is not de*
visablej though it may be released. Shep. Touchst. 3^5. Lit. Sect.
347. Co. Litt. 48. b. 214. a. 266. a. Perk. Sect. 86. [edit. 1642.]
And see per Lord Eldon, 8 Vez. Jun. 282. Attorney General r.
Vigor.
That the fine diTe>ts the remainder, see Litt. Sect. 416. and
Fowes V. Salisbury, Hard. 401 — 2. It is also clearly held that
though the remainder man is at liberty to enter presently for the
forfeiture, still he has a future right of entry unaffected by that
present right, which may be exercised within five years after the
determination of the antecedent interest, by the death of the tenant
for life. The Court thought in the case above cited, that such ri^ht
of ewiry did not come within the description of the word interest in
34-^35 H. 8. c. 514. and that the remainder man could not be con-
sidered as having an interest in the thing at the time of his devise ;
for an executory interest was a very different thing from a rigU of
entrtf for revesting a divested estate.
(9) But if the testator had died out of the possession it seems
clear that the will could have had no effect upon it, and see 11
Mod. 128. et 1 Bos. et Pull. 602. by Eyre C. J.
(10) 38 Hen. 6. 27. and 19 Hen. 6. 17. Observe what is said
of this doctrine by the present Chancellor in 8 Vez. Jun. 282.
Sect. 6. Suhiequent Canveyaneef. ^63
making it, and he looked upon this to be Lord Coke's ^^/^^^"^^
opinion in Butler and Baker's case (11). bv"l'wT
prior to the
Thus too in Arthur v. Bokenham', in the Common
Pleas^ Lord Chief Justice Trevor held that the making
of a will is the foundation, and an instant incipient
disposition, so that if the devisor have not the land (12)
* Rep. Temp. Holt, 750.
(11) To proTe that a defise was a present disposition to take ef- What ope->
feet in futuro Lord Holt instanced a case in Lord Bridgman's time, wn^hai at
wherein, there having been a devise to two persons, and their heirs, ^^ time of
niaking it*
and one of them dying in the testator's life*time, it was held that
the survivor should take the whole. Perhaps this view of the opera-
tion of a will of lands as an actual disposition to take effect and
become executed upon the death of the devisor, was in some measure •
the reason of Lord Kenyon's dictum in Doe v. Luxton, 6 T. R.
293. that a person entitled to an estate, pur auter vie, under a grant
to him, and the heirs of his body, with remainders over, may cut
off the remainders, and make a complete disposition of the whole
estate by his will alone. It appears in the case of Campbell v,
Sandys, 1 Schoales and Lefroy's Rep. 294. that this opinion of Lord
Kenyon was not agreeable to the sentiments of Lord Redesdale,
who obserred that he could find no decision that at all warranted
that opinion. Ilis Lordship declared himself to think that on prin-
ciple a will could not have that effect, fiut it is nevertheless to be
observed that his Lordship appeared to ground his objection to the
principle on a view of the nature and operation of a will a little
different from that which was taken of it by Lord Holt, Lord
Trevor, Lord Mansfield, and Lord Loughborough, as appears by
the text. For Lord Redesdale does not seem so much to regard it
as a disposition, or appointment of the lands in the nature of a
conveyance to a particular derisee, as the mere designation of the
special hdr, against the right of the person to whom the property
would otherwise deyolve.
(13) It has been observed in a former note, that it is not meant
that the possession, or an executed interest in the land, should be
in the testater, it is enough if he have a present interest, thouglk
S64
Revocation of Willsn Chip. H
at the time, it will not pass (13). And the interest
must continue in him till his deaths or it {rannot re-
ceive its consummation.
^' ohSd" ^^ ^^^ ^^^^ ^^ Harwood v. Goodright', Lord Mans-
and per. field adoDts and further illustrates the same reason
tonal ei- ^ 7- t
tste.
• Cowp. 90. 3 Burr. 1497.
Of the re-
semblance
.between
'wills aad
to commeDce in futuro^ or to depend upon a contingency ; but a
bare expectation as that of an heir, vrill not suffice, as "was ob-
serred by Lord Holt, in the aboTe cited case of Bunter t>. Cooke.
(13) Lord TrcTor took notice of the resemblance between villi
and conveyances to uses, and observed, that no one could raise a
U9e in land which he had not at the time of the conveyance ; as,
ces to uses', ^^ere a father covenanted to stand seised of land which he should
afterwards purchase to the use of himself for life, and afterwards
to the use of his youngest son and his heirs, and then purchased
the land and died, and the question was, whether the eldest or the
youngest son should take, it was resolved that no use could arise to
the youngest son, as the father had not the land at the time of mak-
ing the conveyance ; and his I^ordship put the distinction well be-
tween that case and where a man covenants that he will purchase
land by such a time, and then levy a fine thereof to such and such
uses. When the land is purchased, and the fine levied, the uses
arise upon the fine, and not on the deed, and the deed is only evi-
dence of his intention that such uses shall arise, if no uses are de-
clared at the time of levying the fine, for at that time he might
declare other uses.
A very material distinction as to the force of the residuary clause
\ in respect of personal and real estate, results from this doctrine of
considering a will of land, as to its immediate eft'ect, as a species of
iiichoate conveyance by way of appointment, viz. if a legacy of
personalty lapses, the subject passes with the residue to the resi*
^uary legatee ; but if a devise of real estate, which is always
specific, lapses, it goes to the heir, and not to the residuary de-
visee. But if, at (he time of ihe^ devise^ the person intended is not
in existence, the subject of the devise, if real property, will go to
the residuary devisee. See Doe on dem. Stewart v. Sheffield,
^ 13 East. 520. See 1 Vez. 481. 8 Vcz. Jun. 25. '
Bscr. 6, Subsequent Conveyances^ 265
for the revocation of wills by n subsequent convey- "^'^h
J M. J turns upon
wee of the property. '' Though as to personal J'.'^^jj'^'^^J'**^"
estate," said his Lordship, -^ the law of En&:land has tweeu the
* '^^ ^ nature of
adopted the rules of the Roman testament, yet a de- awuiac-
vise of lands in England is considered in a ditfcrent the dvii
light from a Roman will ; for a will in the civil law Uw'of fi»-
was an institution of the heir ; but a devise in Eng- ^
land is an appointment of particular lands to a par*
ticular devisee, and is considered as being in the
nature of a conveyance by way of appointment ;
upon which principle it is that no man can devise landf
which he has not at the date of such conveyance. It
does not turn upon the construction of the statute of
Henry 8th, which says, that *^any person having lands,
&c. may devise.' For the same rule held before tht
statute where lands were devisable by custom. It is
upon the same principle that there have been revo-
cations determined contrary to the intent of the tes-
tator, as wher^ he has afterwards made a feoffment
or the like, because that has been construed a new
Rppointment, "
These decisions, said the late Lord Chancellor
Loughborough, result from fair, legal, that is, fair,
systematical reasoning, and do not depend upon any
captious nicety. The objections to them arise from
considering the disposition, by testament, of land, in
the same view as the Roman testament was consider*
cd, or wills of personal estate, which is not a just
manner of considering what the law of England per-
mits to be a disposition of land by will. It is not an
indefinite disposition of all a man may be possessed
of at his death, as is the case with bequests of personal
property. A disposition of land by will is no more than
fm appointment of the person who shall take the specie
266 Revocation of Witts. Chap. 11.
lie land at the death of the person making it. It is sa
far testamentary that it is fluctuating, ambulatory,
and does not take effect till after the death ; but it is
in the nature of a conveyance, as being an appoint-
Aiidevis« ment of the mecific estate (14). And therefore that
•f land are . .
•pecific. course of determinations, which, with some attempts
to break in upon it, has been established, and fully
established, by Bunker v. Cooke, and Arthurs. Bock-
enham^ has been wisely determined ; and not deter-
mined upon the literal construction of the statute of
wills^ but upon the nature of the instrument^.
Aft«rpnr. The rule is the same in respect to copyholds pur-
copyhoids chascd by a testator after making his will ; they will
by thewT not pass by the general words of the antecedent wiD,
wut *"* unless indeed, after they are so purchased, they are
Except surrendered to the* uses already declared by the last
where the \ v i
wui is re- ^iU and testament, as was done in Heylin v. Heylin,
published i_
by a SOT- where the will was held to be republished by the
words of the surrender. But in Warde v. Warde",
where the testator Thomas Warde, by his will, re-
citing that he was seised of a copyhold estate, (when
the fact was not so,) devised all his real estate, &c.
and afterwards purchased a copyhold estate, and sur-
rendered it thus, viz. '^ to such uses as I by my last
will shall appoint ;'' the will was h^ld not to operate
upon this property.
^ Bridges v. Cbandos, 2 Vez. Jun. 4i7.
• Cowp. 130. ■ Ambl. 209.
(14) Efeiy gift of land, ewen a general residiiary derlse is spe-
tific* See 7 Yes. 147. Ibid. 390. because a man can devise onl/
what lie has at the time of derising. See the case of Hill v, Cock>
1 Yes. and Beames, 175.
Sect., 6. Subsequent Conveyances. 267
Still J however, if a testator is possessed of the pro-
perty at the time of making his will, the surrender
will be operative if made after the will. And in such
a case, even if the surrender made after the will, be
to such uses as the surrenderer shall by his last will
appoint, the copyhold will nevertheless pass by the
antecedent will," if the words of such will be general
enough to comprehend it. So the law stands with
regard to the cases wherein the surrender is made
afier the making of the will.
It is clearly established that, in all cases, a surren*
der to the use of a will, to be availing, must be made
while the person so surrendering has the legal pro-
perty. Thus, if the surrenderee of a copyhold, be-
fore his admittance, surrenders to the use of his will,
and is afterwards admitted, such surrender is of no
effect, and cannot be made good by a subsequent ad-
mittance. And it matters not whether the will were
before or after admittance (15).
If a man, after making his will, surrender his copy-
hold not to the use of his will but to new and other
uses, his will is revoked, although he die before any
admittance in pursuance of such surrender ; and it
has been held that even a covenant tQ surrender will
" 1 T. R. 435. Spring and Titcher v. Biles. N.
(15) Doe dem. Tofield v. Tofield, 11 East. 246. But in favor of
a surrenderee under a valid surrender the admittance has relation to
the surrender, so as to make the estate pass in the same course of
descent ; and so as to give the same right of dower and custom,
which would have attached had the admittance followed immediately
upon the surrender : because these are acts of law which are helped
by relation : but relation, and other fictions of law, will not make
good the acts of parties otherwise invalid. 3 Rep. 29. a.
96S Revocation of Wills. Chap. IL
produce the tame effects But if after having
surrendered to the use of bis will^ a copyholder in
fee surrenders to new and particular uses^ with rever^
sion to himself in fee, it has been held that he may
devise the reversion^ without any fresh ilirrender to
the use of his %vill ',
Section VII.
Cf subsequent dealings tpith the Estate in EquU^,
It has already been shewn that equity preserves an
analogy in respect to the effect given to a testator's
acts^ as operating to revoke his will^ and that there-
fore any disposition or disturbance of the estate,
which at law would have produced a revocation, will
be followed by the same consequence where the subject
If a mai^ \^ equitable. But if, after a will disposingof an equitable
an cquite- estate, thc testator takes a conveyance to himself and
ble estate ^ . •'
makes his his hcirs, of the leiral estate, this is no revocation of the
will and af- ^
terwards will(l). For nothing here passes out of the testator^
convey, and what he has subsequently acquired is, at least in
ance of the • i j • i^ • i • • i.
legid esute Consideration of equity^ nothing new, in as much as
and Sr in the view of a court of equity, he had the complete
heirs, it is r *
no rcToca- -, - _. »» »
Mob. * Vawser v. Jeffrey, 10 Vez. Jan. 519.
' Thrustont d. Gower, v. Cunningham, 2 Bla^kst. 1046*
(1) By Lord Hardwicke, In Panpns r. Freeman, 3 Atk. 741.
ftnd by Lord Loughborough in Brydges v. Phandos, % Ve9' Jon.
429. and seo the case cited by Lord Loughborough from B^H*
Abr. 616. pL 3. Cestui que n^e before the statute of uses, de-
"vises; afterwards the feoffees make a feoffment of the land to
the use of the deiisor ; and after the statute the derisor dies, tba
latid shall pass by the dense. And see Watts v. Fullartof]
DQUgl. 69 L
J
Sect. 7. Subsequent Avts in Equili/. 36J>
estate before, and therefore that judicature does not
regard the property as at all altered.
But if this case be reversed, and the facts be sup- But if, bar-
* ing uie lo*
posed to be, that a man seised of a legal estate makes g^*^^^?^^' |
his will, and then conveys the estate to another in it,aDdtiie«
-I'll passes it t#
trust for himself, and his heirs, the will is clearly re- trustee* for
, . bimselfancl
voked in law, because the subject of the devise is his heirs,
parted with, and the estate which is subsequently ac- is revoked,
quired in equity, is a totally new estate, and therefor*
not included in the will \
In Parsons v. Freeman ^ it was agreed by the mar- ^f ^^
riaffe articles, that the wife's lands, of which she was ^tatc i*
^ ^ ^ , called in
seised in tail, should be conveyed to the intended hus- afterawiii
, made, any
band in fee ; they married ; the husband made his will, new use it
and devised these lands : and afterwards the husband uponit,th«
and wife suffered a recovery of the same lands to such Toke^.
uses, and for such estates, as they should jointly ap-
point ; and, in default of appointment, to the use of
the husband and his heirs. She died without appoint-
ing, and it was decided by Lord Hardwicke, that tht
"mil was revoked ; his Lordship at the same time ad-
mitting, that, if the husband had only taken the legal
estate by the recovery, to execute it into the equit-
able estate, it would have been no revocation ; but in
the case as it stood, new uses were created, and though
no appointment was made, yet, the fee was by the re*
•overy taken differently qualified*.
So where a roan having bound himself by ar-
ticles, makes his will, devising so much as the
articles were not intended to operate upon^ and
• Ibid. » 3 Atk. 74 1.
; fit Tid. Tickat r v. Ttfduisr, sitsd 3 Atk. 741. I Will. 309.
870 Revocation of Wills, Chap. II.
then conveys his legal estate upon trusts^ by
way of settlement in execution of the articles.
Upon the principle of the decision in the decisive
case of Goodtitle v. Otway, above cited^ such a con-
veyance in trust as last-mentioned^ would be a com-
plete revocation of the will. The case of Williams
V, Owen*^ which' was decided at the Rolls in 1795, a
few years before Goodtitle v. Holford, certainly pro-
ceeded upon a contrary doctrine : but that case has
been considered as open to great doubt, since the de-
cision of the case of Goodtitle v. Holford.
ComoiMits The case of Williams v. Owen was shortly this :
cases of a man being seised in fee, by articles prior to mar-
WiUiamsr. . . .
Owen, and riagc. Covenanted to convey his estate to trustees, to
Duchess of the use of himself for life, remainder in trust to se-
^** cure an annuity to his wife in bar of dower ; remain-
der to trustees for a term to raise portions ; remain-
der to the sons and daughters successively in tail ; re-
mainder to his own right heirs. He afterwards made
his will, and devised the reversion in fee in the event
of his dying without issue ; and afterwards and be-
fore marriage, executed a settlement in pursuance of
the articles, by which he conveyed the estates to trus-
tees, and their heirs, to the uses and upon the trusts
of the articles. It was holden that this settlement
did not revoke the will, being nothing more than a
mere legal execution of the articles.
The Master of the Rolls compared this case, in
principle, to that wherein a testator, having devised
an equitable estate, takes a conveyance of the legal
estate from hia trustee, to himself and his heirs^ or to
^ 3 Yec. J|ui. M5.
Sect. 7. Subsequent Acta in Equity. S7I
the uses of the will. He admitted that after the ar-
ticles the devisor remained seised of the legal estate^
and passed it out of himself by the conveyance ; but
he said that by the articles he had reduced himself to
a remainder man in fee in eqility ; that having this
ultimate trust in fee he devised it^ and then the sub-
sequent act with respect to this fee was no more than
clothing it with the legal estate. The objection to
this reasoning, however is^ that it is not strictly ac-
cording to the fact^ but seems more like misappre-
hension than could be expected from so accurate a
Judge, for there seems to be no propriety in consi-
dering the testator as having converted himself by the
articles into an equitable remainder man. He clearly
retained the whole fee simple in law, and the ulti-
mate reversion, being a part of such fee, was com-
prised in the will, and afterwards conveyed out of the
devisor, which brings the case clearly within the
range of the doctrine above discussed.
In alluding to the case of Brydges v. the Duchess
of Chandos, his Honour observed, that it was impos-
sible not to see that the judgment in that case which
gave to the settlement the operation of a revocation
was founded upon the variation of the settlement from
the articles, and he took it to have been clearly the
Chancellor's opinion, that if the settlement had fully
followed the articles in the case before him, there
would have been no revocation.
It is evident, however, that if that was the inclina-
tion of the Chancellor's mind, he was furnishing rea-
sons and authorities against his own opinion, by the
long preface to his very learned and able decree ia
that cattse^ vrherein he hu elaborately expounded the
t73 Revocation of Willi. Chaf. If.
ioctrlne of virtual revocations by the alienation of
the subject of the devise upon the principle and na-
ture of wills^ which indispensably require a continue
ation of the same interest from the making of the wifi
to the time of the testatoi'^s death.
The facts of the case of Brydgcs v, the Duchess
of Chandos', were shortly these : the Duke of Chan-
dos, on the 20th of June^ 1777^ by articles previous
to bis marriage, covenanted that he would, within six
months after his marriage, convey lands in such man-
ner that he should be seised in fee, and bis wife enti-
tled to dower if she survived him ; and also that be
would, within 18 months after the marriage, settle
the said estates subject to the dower of the Duchess
to the use of himself for Kfe, to trustees to preserve
contingent remainders, remainder after the deaths of
the Duke and Duchess to trustees for a term, to raise
portions for younger children ; remainder to the first
and other sons of the marriage in tail male ; remain*
dcr to his own right beirs. The Duke also cove-
nanted, that, in case the dower should not be equi-
valent to 2000Z. per annum, his representatives should
make good the deficiency. The marriage took effect^
and on the 9th of January, 1780, the Duke by his
will, after confirming the articles, devised all the real
estates whieh he had by the articles agreed to settle^
in case he should die without issue male, or in case
of failure of issue male in his wife's life-time^ to his
wife for life ; remainder to his daughters as tenants
in common in tail, with further, limitations. T(e
Duke afterwards executed a settlement, by whicb^ re-
citing the marriage articles, -he conveyed the fee t«
! S V«i. Jim, 417.
Sect. 7. Subsequent Acts in Equity. 373
releasees^ to the use of himself for life^ remainder to
trustees to preserve contingent remainders, remain-
der to other trustees for a term, to raise dOOOZ. per
annum, for the Duchess, for her jointure, and in bar
of dower, remainder to the first and other sons of
4he marriage in tail male, remainder to the Duke and
his heirs.
Upon a view of this case, as above shortly stated^
there is an obvious variation in the settlement from
the terms both of the articles and the ivill, and this
variation of the interests was much dwelt upon by
the Court, to meet the argument of the settlement's
being attracted to the articles, so as, by the fiction of
relation, to date back, in contemplation of equity,
from a time anterior to the will. But from the whole
course of reasoning and illustration adopted by the
Lord Chancellor^ and particularly from what lie says
in making the application of his general propositions
to the facts of the case, viz. that ^"^ he should be apt
to say that this was a conveyance of the whole fee ;
that the object required it ; that it was a disposition
that would revoke the will at law ; and that that
Court ought not to determine differently from the
rule of law as he had before stated it,'' it manifestly
appears what would have been his opinion upon the
case if there had not been in it the other ingredient
of a substantial variance between the will and the
Bettlement.
There seems, therefore, to have been good ground
for the concession of the counsel in the case of Cave
'0. Holford, in Chancery*; that it is impossible to re*
^ 3 Vez. Jan..684.
T
d74 nevoeMtton of Wills. Chap. IL
concile Williams v. Owen with Brydgcs r. th^
Duchess of Cbandos. The difFerepce^ indeed, be-
tween a case circnmstanced like that of Williami
V. Owen (2), and that which the propriety of the
decree, according to the professed principle of it,
required it to resemble, may be expressed by the
contrary propositions of parting with the estate and
bringing home the estate.
In Watts and others v. Pullarton', the testator hav*
ing previously articled to purchase an estate, became
in equity the owner of the estate, from the time of
the articles, and having afterwards settled the pur-
chased property by his will, his subsequently taking
a conveyance of the estate to a trustee for hiin$€lf
and ))is heirs, was on solid equitable grounds held to
be no revocation ; and the trustee would, of coune,
be seised of the legal estate upon trusts correspond-
ing to the directions of the will.
Lord Bathurst, who decided that case, was said by
Lord Mansfield to have relied much on the general
proposition laid down by Lord Hardwicke, in Parsoni
>. Freeman ', that '^ where a man has an eqaitablt
'Stated Doug. 691. 2 Vez. Jan. 0O2.
• 3 Atk. 741. 749.
o^
(2) The opinion of the Master of the Rolls, in Williams v. Owen,
supposes the articles, and the marriage which followed, to bare
turned all the estates into equitable estates, so that when the coa-
Teyance was afterwards made of the legal estate, it was no mors
than clothing the equitable fee, which had been derised, with the
legal estiite.
Sec the reasoning of the Master of the RoUs^, in Harmood p.
Oglander, 6 Vez. Jun. *>18. in explanation of the principle of »»•
opinion in Williams v, Owen.
Sect. 7. Subsequent Acts m Equity. 1275
iDterefit in fee in an estate^ and devises it, and after-
wards directs a cpnve3*ance of the legal estate to the
sameusos^ this is no revocation." It is evident^ how-
ever, that this case of Watts v. FuUarton^ exceeded
the bounds of Lord Hardwicke's proposition^ which
supposed the legal estate to be aft^wards conveyed
upon the same trusts as directed by the will ; and which
would be the case of a simple change of the trustee ;
whereas^ in the case last mentioned, the will had
settled the estate in a strict form, and the subsequent
conveyance from the vendor was for the benefit of
tbe purchaser and his heirs.
The act which succeeded the will in the case of
Watts V, Fullarton^ was in effect nothing more than
a completion of the contract ; and upon the strength
of what has been laid down by Lord Hardwicke^ in *
Parsons v. Freeman ^ and confirmed by later autho-
rities^ we are warranted in concluding^ that if the
testator in this case of Watts v, FuUarton^ had taken
tlie conveyance to himself and his heirs, instead of
taking it to a trustee for himself and his heirs, such
conveyance would have been no revocation in equity,
and. the effect thereof would have been to have
made the heir a trustee for the persons taking under
the will.
That the change of trustees is no revocation of a
will was held also in the case of Bark v. Zouch ',
where A. having made his will, and devised that his
feoffees in trust should make a lease to C. and D. for
80 years, at a certain rent, payable to his executors^
afterwards procured them^ to join with him in making
a feoffment of the devised hereditaments to new
» 3Atk. 741. ' I Ch.E<?p.a3.
t8
S76 Itevoeation of Wtlh. CukP. II.
trustees and their heirs^ to the use of himself^ until
he limited new uses thereof^ which he never did.
It was held that the feoflFment was no revocation of
his will. And again^ in the case of Doe, lessee of
Sir William Gibbons v. Pott^ where a mortgagor
devised the mortgaged lands, and afterwards paid off
the mortgage, and caused a conveyance to be made
by the mortgagee of the legal estate to a trustee, in
trust for himself and his heirs, such a transfer of the
legal estate was held not to operate as a revocation
of the will.
But between the two last-mentioned cases there is
this observable difference, that in Bark v. Zouch, the
owner of the equitable estate, after devising it, jomed
in the conveyance from the old to the new trustee;
whereas in Doe v. Pott, it does not appear from the
report of the case that the mortgagor was a convey-
ing party in the instrument, whereby the legal estate
was transferred to the new trustee. It is probable
he was not, having already, and before his will, con-
veyed his equity of redemption to the trustees of hii
marriage settlement. It seems, however, that the
decision of Bark v, Zouch is agreeable to sound equi-
table principles ; for the reason for a will's not being
revoked by a mere change of trustees, viz. because
no estate in equity passes out of, or is acted upon
by, the testator, seems equally to hold where the
owner of the equitable estate joins with the old
trustee in conveying to the new^ since such act is as
inoperative in equity as at law, except for the pur-
pose of being directory of the intended transfer.
! 0bug.71O. and vid. per Lord Eldon, 11 Ves. Jan. 554.
Sect. 7, Subaeqiient Acts in Equity. S77
In a case where the first of two wills devised land
to trustees upon certain trusts^ and the second de-
vised the same lands^ together with another piece of
land^ to the old trustees^ with others^ but upon the
same trusts^ the second will was held to be no revo-
cation of the first '^ and as it should seem^ upon the
clearest equitable grounds. For in such a case the
estate devised by the first will did not pass out of the
testator till his deaths and there was no inconsistency
in the devises. The peculiar facts of that case made
it important to decide whether the first will was re-
voked ; for though the second will included all the
purposes of the first, yet the statute of mortma'n
having passed between the making of the two wills,
unless the estate could pass by the first it could not
pass at all, as being for a charitable object It is
true, the second will devised the legal estate to
three new trustees, in addition to the old, but still in
respect to the two former trustees, and in respect to
the trusts themselves, there was no disagreement;
and we may remember that the rule with its three
branches is this — that a subsequent devise, to re-
voke a subsisting devise of land, must be inconsistent
with such former devise ; that the apparent incon-
sistency must be irreconcileable ; and that the first
of two wills is, upon the ground of inconsistency, re-
yoked only to the extent of the inconsistency.
Equity holds a very steady course in respect to Revoca-
these revocations of wills by subsequent alienations, eqmty by
applying the rule of law to those interests which seU rbr vi^
are looked upon as the estate itself in equitable con- s.deriaon;
sideration, and to equitable purposes, in such man-
ner as to keep the decisions of law and equity, ia
; 1 Yez. 178. 180. Willett v. Sandfoid.
2
278 Revocation of Wills. Chat, 11.
this respect, the same in principle. Thus, it being
the maxim of equity to treat an estate which hai
been articled to be conveyed by the owner to a pur-
chaser for valuable consideration, from the moment
the articles are executed, as vested in the purchaser,
and therefore as capable of passing by his will, if
properly executed", and the subsequent conveyance
of the legal interest as having no effect upon the
will, being only the medium of carrying the estate
home; in pursuance of the same maxim, that Court
considers a devise of land to be revoked by subsc-
quent articles to convey or settle the devised premise!
for valuable consideration ; for, if the estate, after the
articles are executed, is to be regarded, as vested in
the purchaser, it ought to be regarded as passing by
the same act out of the vendor or settler, and therefore
by a plain consequence of this rule of equity, a tes-
tator by a subsequent covenant for valuable conside-
ration to sell or settle the devised estate, must be held
to have revoked such prior testamentary disposition.
Thus, where" a testator devised to his wife si^
houses in bar of dower, and the rest of his real eslale
to his two daughters and their heirs, in moieties, and
afterwards in consideration of the marriage of his
eldest daughter, by marriage articles covenanted to
settle one moiety of his real estate to the use of him-f
self for life, remainder to the husband and wife
for their lives, remainder to the younger children of
the marriage in tail general, remainder to the hus-
band in fee; Lord Chancellor King held that al<
" See the case of .Broome v. Monck, 10 Vez. jan. 604. that an equi-
table title acquired after a general derise passes by repnblitttioo.
■ Sir Barnham Rider v. Sir Charles Wager, ct al, 2 P. Wms,
328t
Sect. 8. Doctrine of Relation. ^ in9
though it Avas but a covenant^ and therefore at law
no revocation of the will^ yet that the same being
for valuable consideration^ was in equity tantamount
to a conveyance, and consequently a revocation of the
^viH, as to the six bouses devised to the wife. So that
the husband was entitled to one clear moiety of the
rents of the real estate, from the d^ath of the testa*
tor. The same doctrine was again laid down by the
same Chancellor in a subsequent case '^^ and has since
been confirmed by the learned Lorfl who at present
holds that high station ^^ bb well as by the eminent
person who at present presides at the Rolls ^
Section VIII.
2%e Doctrine of Relation.
SOMETHING has already been said on the doc-
trine of relation, as it applies to this subject. It
teems to call for a particular notice, as there is some
apparent confusion in the cases upon wills which have
turned upon it — a confusion which seems in some
measure to have arisen from a neglect to advert to the
different notions conveyed by the word, ' relation' in
our law (1).
• 2 P. Wms. G^4. Cotter v. Layer.
' 5 Vez. Jun. 654. ' Vawser v. Jeffrey, 16 Vez. Jan. 51 ©•
(I) It would be too much to undertake to introduce in this place
t general explanation of the Jaw on the subject ; for being of great
difficulty in itself it is rendered more so by the vant of an uniform
principle in the decisions upon it. A short riew of it, however, as
far as it ia connected with the rerocatiou of wills, is called far by
the present enquiry.
SSO Revocation of Wills. Chip. II.
Difference In the casc of thc disseisiii^ before adverted to, the
a.s to the '
effect of relation is of a very forcible kind. By his re-entry
disseisin ^ ^ -^ j j
and »ubs€- the disseisee is circumstanced exactly as if he had never
quent en- ^ ^ **
try, where been disseiscd^ for the new possession unites so im-
thedisaei- j* i • i_
sin is be- mediately vi^ith the former possession as to destroy the
fore and
where it is tortious estate^ as well as all the legal effects of the
after the , -r* - i ^ 1 1
wui. tortious act. But it may^ perhaps^ be reasonably
doubted^ (2) upon the strong words of statute of wilk,
and the established maxim of the law^ which make
the actual having either the estate itself, or an interest
amounting to a jus in re^ essential to the operation
of a devise of land^ whether^ if after disseisin a devise
be made of the land by the disseisee^ and afterwards
an entry be made by him^ the relation be such as to
make the will operate to carry the land. For it has
been said that relation shall never operate to make an
act good which was void for defect of power (3). In
* Vid. supra. Sect. 0.
(2) This same distinction I have since found adverted to by the
present Lord Chancellor, in the case of the Attorney General v.
Vigor, 8 Vez. jun. 282.
(3) See Vent. 304. and see also 3 Rep. 29. Butler and Baker'f
case, that relation wiU, in many cases, help acts in law, but
will never help acts of the parties, that is to say, make Toid acts
of thb parties good : and therefore if a man enfeoff an infant or
femme covert, and then devise the land, and afterwards the infant or
.the husband dissent, such dissent without question, shall have rela*
tion between the parties ab initio, to this intent that the infant or bus-
band shall not be charged in damages, or receive siny prejudice,
but shall never make a void grant, gift, or devise, good by relation.
But the attentive reader will perceive that there is a relation of a
stricter kind, (and which can hardly be called a mere fiction of
law,) which may have the effect of giving validity and efficacy to
an intermediate act, incapable^ at the time of ita beiog performed,
of any present operation.
Sect. 8. Doctrine of Relation. S&l
the case which was in the contemplation df Lord Holt^
the devisor had the estate when he devised ; the dis-
seisin only broke the continuance of the ownership ;
but in the case last supposed^ the devisor would have
had no estate^ but a right of entry only when he made
the devise.
In the foregoing case of disseisin the law seems
to help and favour the relation on account of the
intervening title's being tortious. For as this spe-
cies of relation is a fiction^ and all fictions of law are go-
verned by the equity of the law (4), the odiousness of
(4) la the case of the Attorney General r. Vigor, 8 Vez. jun.
279. the reader will find an attempt made to reason by analogy
from this case of disseisin and entry by the disseisee after will, to
a case where after his will the testator exchanged the devised lands
for others, and aneTiction happened after the testator's death, so as
to raise a title to recover back the exchanged property. Those
who argued against the revocation contended, that as the attempted
exchange had completely failed, the whole transaction was avoided,
and the old estate was remitted, precisely as if it had never been
out of the devisor : that there was an implied condition, upon the pre-
sumed title of the land, that if either party was evicted, there was
a total end of the exchange, and the other party might enter : that
it must be considered as only a parting with the possession without
transferring any title, and that as the old estate continued in the
devisor, the devise was no more revoked than it would have been
by the grant of a lease. But Lord Eldon, after admitting the per-
fect propriety of Lord Holt's opinion, as to the effect of the re-entry
after disseisin by the disseisee in his life-time, adverted to a striking
difference between the cases of disseisin and exchange, viz. that the
disseisin was not the act of the party but a wrong and violence
done to him : neither did it escape his Lordship that even in the
case of the disseibin, if the disseisee neglected to enter, his mere
right to eater would not pass by the will, and that the case put by
Lord Holt supposed the entry to be actually made ; whereas in the
iase* before him, as it stood upon the iacts, the eviction did not
0
282 lievoeation 9/ Wills. Chap. II.
«
the wrong (5), induces such favour to the relation of
the recovered rights that the intermediate act ia wholly
obliterated and out of the remembrance of the law.
fcctof a^^' Whether a re-entry for a condition broken by an
co^it"'***" alienee, or. performed by an alienor, restores the old
brokeo. estate so as to remove all consequences of the aliena-
tion, seems open to doubt. It does not stand (quite
upon the grounds of the case, just above put, of the
disseisin, there being no wrongful act to aid the con-
struction of relation. In the first volume of Roll's
Whether if Abridgment^ it is said, that if a man devise and then
aiiensupon alien upoi) Condition, and afterwards perform the coq-
at)er mak- ditiou^ and cntcr and die, it seems the devise is re-
and then ' voke4 ; though in a case mentioned in the reports *" of the
thecondi- samc Judgc, .it is Said, arguendo and without contra-
ffMhe will diction, that entry for a condition broken makes a man
. ^y relation in as of his first estate, just as if the pos-
session had never been out of him. And whether the
entry be for a condition broken, or on a condition per-
formed, the principle must be the same. Alt agree
that after entry, upon condition performed or broken^
the pai'ty is in as of his old estate, but the doubt is
whether it be not too strong to say that he t$ in as if
the estate had never been out of him.
This effect can only be given to the entry by snp-
* 617 PI. s.
' Nicholas v. Simmonds, ft RoU. Rep. 409*
happen tUl after the death of the party, so that the lands cooTeyed
in exchange continued through the life of the party, and at the tiae
the iriU became operatiTe, under the effect of that conToyance* r
(5) Relation will not defeat collateral acts which are lawful, es^*
pecially if they concern strangers, 13 R«p. $1. .
Sect. 8. Doctrine of Relation. 383
posing it to work by the same forcible sort of relation
which has been observed to take place in the case of
the disseisin. And indeed it would seem to follow as
of course, that if the entry could operate as a con-
tinuance as well as a restoration of the title, the will
of the party would be made good by such entry. But
it appears to be very questionable whether such a case
of reunion of title is strictly a case of relation at all.
If any forfeiture is incurred or privilege lost by the
alienation, such forfeiture or loss of privilege con-
tinues, notwithstanding the alienor's subsequent entry
for breach of condition. Thus if a tenant for life
makes a feoffment and re-enters for a breach, he shall
be tenant for life again, but still subject to the for-
feiture. So if tenant by homage auncestrel had made
a feoffment on condition, the uninterrupted continu-
ance of the privity in the blood of the tenant was
dissolved by the alienation, and after a re-entry for a
breach, the tenant would not have holden by homage
auncestrel again. For the same reason also if a lord
of a manor makes a common law conveyance of an
e5ch(*ated copyhold (which is an enfranchisement) upon
condition, and re-enters for breach of the condition,
no relation takes place to save the privilege, but the
conj^inuance of the custom is broken, and the estate
returns without the right of re-granting it as copy-
hold*. These cases shew that though the re-entry for
a condition broken restores the estate, it restores the
estate affected and modified by the act of alienation ;
and that the law takes notice that it has been once out
of the party ; so that the weight of reasoning and
analogy seems to be on the side of the above cited
' Co* Litt. Estates upou ConditioD.
S84 Revocation of WUb. Chap. II.
dictum from Roll's Abridgment ; since the inference
from these examples is^ that the return or restoration
of the old estate upon an act of alienation does not
imply an unbroken continuance of title. From the
same reasoning we may deduce a confirmation of the
propriety of the decision in the case of Goodtitle v.
Otway. For if we hold to the cases which say^ that
if a man makes a feoffment in fee to a stranger to the
use of himself in fee^ there though the old estate is
said to return^ yet it is not the identicd estate^ since
it comes back first in the shape of the use^ and then
the statute carries the. legal estate to the use which is
in a manner a new purchase*; then the cases upon
re-entry for breach of condition are much stronger,
to shew the legal consequences of the estate's being
once out of the party^ for in such cases the identical
estate does certainly return. At the same time it must
be confessed^ that if we adopt the opinion that in the
case of a feoffment to the use of the feoffor and his
heirsj the old use was never drawn out of the party ;
the above cases upon re-entry upon condition per-
formed or broken^ seem to be somewhat weaker than
the doctrine which maintains a will to be revoked by
an act which never disturbed the real interest of the
devisor, but left that use (which before the statute of
uses was the proper equitable subject of devise) still
remaining unchanged- in the party conveying.
Of relation I come now to sDcak of that stricter sort of relation
initsstnct , • l ♦
•euse. before alluded to, and which, in its true notion, is that
principle by which an act of law is made to date back,
in legal consideration^ to the time of some precedent
act, so as to be regarded as the completion of that of
which such first act was the proper beginnings and
* 1 RolLAbr.eid, 61*6.
Sect. 8. Doctrine of Relation. flBft
forming in conjunction with it one integral and con-
summate transaction of law. Thus it has been pro-
perly said, that where' the commencement, progres-
sion, and consummation of a thing are necessary to
go together, all of them are to be respected. But
the thing is to be considered as receiving its perfection
from the first. So where divers acts concurrent go to
constitute a conveyance estate or other thing, the ori-
ginal act shall be preferred, and to this the other acts
shall have relation, as was said by Berkley and Jones^
justices in the case of Harpert?. the Bailifis of Derby*.
But Lford Hobart has explained this sort of relation
with most strength in the case of Needier v. the Bishop
of Winchester^ on the question as to the relation of
the enrolment of a deed to the king, where that pro-
found Judge observed, '' that there are certain rela-
tions which cannot properly be called fictions of law,
but are real acts, compounded of some simples, which
make not a complete or entire act till they come to-
gether^ and then they make one perfect act working
by their nature ab initio, even as others do that are
in their nature single ; but those things are properly
fictions of law, that have no real essence in their own
body, but are so acknowledged and accepted in law
for some special purpose." Of this sort of com-
pounded act the case of a grant to the king, not per-
fected by enrolment, but which when the enrolment
takes place has its efi*ect not from or by the enrolment,
but from and by the first act, is said by Lord Hobart
to be an example^; of which kind also is a feoffment
within view and a subsequent entry, which entry dates
buck in effect to the time of the feoffment ^
' 3 Bulst. 11. » Jones, 428. * Hob. 222.
* Plowd. Com. 3K
^ Vid. ParMU v. Pi«rce, FoUexfsn, 46.
8S6 Bevocation of WiU$. Chaf. 11^
Th6 same principle governed the opinion of the
bench^ as to the second point, in Shelley's case (6),
which turned upon the retrospect of the execution
to the judgment in the recovery, so as to make the
act consummate by relation, in the life-time of the
party dying between the judgment and the execu-
tion. And there it was said that the execution of
every thing which is executory always respects the
original act, and all make but one act or record,
although performed at different times, for causa et
origo est materia negotii. Upon the same principle
stands the case of dower mentioned in Bingham's
case (7), that if a husband levies a fine with . pro-
(6) 1 Rep. lOG, b. Where, in the Tigorous dialect of those times,-
the rccorery is said to be the mother which conceiyed the lue, and
the fountain out of which it rose,
(7) 2 Rep. 93, b. Djer, 7% b. 224. And note that the statute
32 H. 8. which gWes an entry to the wife and her heirs, against thB
alienation of the husband, helps the discontinuance but not the
bar. See Co. Litt. 326, a. To understand this point, respectin|f
the operation of the fine as a bar of dower, it is Necessary the
reader should know, that where a person has neither a right in
presenti*or in futuro, at the time of the fine levied, he is oat of the
purview of the statute ; for as the repot ter, in his note to the case of
Stowell o. Lord Zouch, Plowd. 373, expresses it, the puri'^iew is
against those who have right at the time of the fine leried, or liare
future right afterwards upon cause arising before, to which futare
right wrong was done before the fine, or bj the fine. Upon the
foundation of this proposition, the learned reporter denies the .4
in the text, contending that in the case of dower the title wholly
accrued after the fine, viz. by the death of the husband, for he waa
of opinion that until the death of the husband no title was consum-
mate, nor wtong done by the conusee in detaining the land from
the wife ; and that therefore the fine did not reach the title, in aa
much as it accrued upon cause wholly after the fine, the two first
points, marriage and seisin, being of no moment without the third.
Sect. S. Doctrine of Relation, 287
clamations^ and dics^ and five years pass iifter his
deaths the wife is barred of her dower^ for though at
the time of the fine levied her title was not consum-
mate^ yet the law respects the first and original causes^
Yiz. marriage and seisin.
Thus also although a surrenderee of a copyhold ^tf^*"*
has no estate in the premises surrendered until his respect to
, . . copyholcu,
admission^ yet on bein? admitted he is in by relation ofthead-
° •' , , mittanceto
to the surrender^ from the date whereof his admission the •lurren-
der.
operates. Should the surrenderor die before such
admission of the surrenderee^ he dies indeed seised in
law of the premises^ and though his widow might
in strictness claim her free bench^ yet on the admis-
sion of the surrenderee that estate is defeated (8)^ to-
gether with all the mesne acts of the surrenderor'.
And as all the mesne acts of the surrenderor would
be defeated by this relation^ so by force of the same
relation all the mesne acts of the surrenderee would
be confirmed ; and accordingly the surrenderee^ after
admittance^ in declaring in ejectment might lay the
demise immediately from the surrender*"^ and recover
' Benson v» Scott, Carthew, S75. Yaughan r. Atkins, 5 Burr.
5764. 2787.
* I T« R. GOO. Holdfast and Woollamf v. Clapham.
Bat this opinion of Plowden is contradicted bj all the books. See
the English Plowden, 373.
(8) Sir W. Jones, 451. Parker v. Bleake. It is to be obserred
that, the relation defeats the widow's bench, because it prevents the
hasband dying seised, which (except where it is otherwise by spe-
cial or local cu(;tom, for which see Robinson on Gavelkind, p. 172.)
is necessary to ground the title to dower ; and therefore an aliena-
tion by the husband to take effect in his life-time, bars the claim of
the widow. Cro. Jac. 126« Lashmor o. Avery*
fSS Mevocation of WUls. Chap: II.
mesile profits Arom that time*. On this ground it
WHS, that in a case where a copyholder surrendered
tx^ the use of himself for life, with remainders over,
and the ultimate limitation to himself and his heirs,
and afterwards surrendered to the use of his will,
and made and executed his will accordingly, and
after such sun'ender and will made, was admitted
upon the former surrender, the will was held not to
be revoked, because the admittance related to the
time of the first surrender, and the whole transaction
might be considered as one and the same^. And
Lord Mansfield added, that this was the principal
reason which the court went upon in Selwyn v.
Selwyn'*, for, said his Lordship, after stating sdme
other reasons of the judgment, the great and manly
ground upon which the court went in that case wai
that the deed, recovery, and all the whole transac-
tion was to be considered as one conveyance.
The substance of the case of Selwyn v. Selwyn
was this : A father, tenant for life, and son, remain-
der man in tail, executed a bargain and sale, which
was duly enrolled, whereby they conveyed the en-
tailed lands to a third person, to make him a te-
nant to the praecipe for sufiering a recovery, the
uses of which recovery were declared to be to the
. father for life, remainder to the son in fee, and
after the writ of entry was sued out, but before it
was returned, the son made a will, whereby be de-
vised the same lands to the father in fee, and died
after the recovery was completed without revoking
or altering his will. And the following question
• 2 Wils. 15.- Roe d. Jefferey v. Hicks.
* 1 Blackst. Rep. 605. Roc d. Norden v. Griffiths.
» 2 Burr. 1135.
Sect. 8. Jioctrine of Relation. 289
was proposed by the Lord Chancellor to the Court of
King's Bench^ '' Whether the lands of which this re-
covery was suffered passed by the will ?" The court
gave no reasons for their opinion^ agreeably to the
usage upon cases referred out of chancery ; but,
according to Sir James Burrow, they repeatedly ex-
pressed their approbation of the case of Ferrers and
Curson v. Perinor and others, and therefore it is
likely, says the reporter, (who was confirmed by
Lord Mansfield after\vards, as appears by the case
above-mentioned of Nordeh v. Griffiths) that they
considered the whole as one conveyance, which must
relate to the date of the bargain and sale, which was
perfected, made absolute and delivered from objec-
tions by the subsequent ceremonies (9).
(9) A writer of great knowledge in his branch of tlie professioo^
in page 149 of his treatise on conveyancing, has observed^ that
Qotil seisin no uses can arise under the recorery, and that conse-
quently until there is seisin in the demandant as the means of su{^
plying the seisin to uses, the person claiming under the uses has no
legal estate which will adoiit of an alienation by deed, but he has
an inchoate interest which will allow of his deyising his interest by
will. The true ground, continues this writer, of Selwyn v. Sel-
wyn, is, that eren before the recovery n^as suffered, the testator
bad in him a title to a future use, which gave him a power of tes-
tamentary alienation, and his will operated upon this use in its
fidociary state, and also on the^ estate itself, when the use was
executed into the estate. He goes on to say that another ground
qf that case, and the ground to which it is more generally ascribed
is, that the recovery and the recovery deed formed one assurance.
Possibly, however, this writer, as he makes no mention, might
Bot have been aware, of the above cited case of Norden v, Grif-
fith9, wherein Lord Mansfield, who presided on the bench in Sel-
wyn V. Selwyn, declares, most emphatically, that the true ground
upon which the decision in that case went was that which this gen-
tleaaB leeai mot to. admit to have had much share in producing it,
tf
990 Revocation of Wills. Chap. II.
The case in Cro. Jac '. referred to and approved
in Selwyn v. Selvvyn, was in effect as follows : A
lessor covenanted with his lessee for years, that a
bargain and sale should be made^ and a fine levied to
the lessee and his heirs^ to the use of him and his heirs^
to the intent that a common recovery might be suf-
fered against the conusee^ with voucher of the lessor^
who should vouch over the common vouchee^ to the use
of A. B. and his heirs; and after the bargain andsale,
and fine and recovery were perfected, A. B. brought an
action against the lessee for rent arrear, and the ques-
tion was whether the lease was extinguished and des-
troyed by the deed fine and recovery ? It was agreed,
that if a fine or feoffment be made to a lessee for
years, to the use of a stranger, it would not ex-
tinguish the term (10), for it was saved by the statute
of uses, which executed the use, and saved all rights,
estates^ and interests ; but as in this case the bar-
gain and sale was made, and the fine levied, to the
-lessee, to the intent that a recovery might besuf-
643.
Tiz. that the indentures, recoTery, and the whole transaction was
to be considered as one conveyance. Indeed the other supposed
ground seems very refined and fanciful, and stands bat ill with the
subsequent cases on the doctrine of revocation.
(10) If at the common law, before the statute of uses, a termor
took a conveyance of the premises in lease to him, to himself aod
his heirs, to the use of another, his own term was saved to him in
' equity. And observe that the legislature did not, by the statntt
of 27 H. 8. design to prejudice any rights or estates, bot to pre-
serve them, so that the operation of the statute would be at onct
to execute the use as to the reversionary interest, and to prevent
the merger of the intermediate estate. See the case ia Cro* Jic*
041.
Sect. 8. Doctrine of Rtlation. 291
fered, whereby certainly the term was drowned and
extinguished for a time^ until the recovery was
suffered, (since during that interval, no use beings
raised, the saving in the statute of uses did not
apply to the case,) whether the lease should be re-
vived and recontinued' by the recovery which raised
the use, and so let in the statute, was the doubt ?
And the court resolved that it should be i^vived,
for the bargain and sale, and fine and recovery,
were all but one assurance, and the recovery being
suffered, which was grounded upon the covenant^
was quasi a conveyance to the use ab initio (11).
{11) Of a similar oplDion, in respect to the relation in these
compound conreyances to the first fundamental act, so as to carry
back the title to the date of the leading instrument, were the two
Judges, Croke and Montague, in the case of Havergill v. Hare,
Cro. Jac. 510. The case as to this point was as follows : William
Parker, being seised in fee of lands, on the 31st October, 8 Jac. I.
by indenture enrolled, granted a rent of 20/. per annum to
Isaac Warden, payable at Michaelmas and the Annunciation, with
clause of distress ; and by the same indenture covenanted to leyy a
iioe of the same lands to the uses following, yiz. that if it should
happen that the said yearly rent of 20/. should be in arrear, and
no sufficient distress upon the premises, or if any rescous, pound-
breach, or replevin should be made, that then it should be lawful
for the said Warden to re-enter and enjoy, till satisfied out of
the rents. On the 12th June, 0 Jac. I. Warden sold and conreyed
the rent to William Fisher, the lessor of the plaintiff, with all
penalties, forfeitures, &c.
On the 19th October, 11 Jac. the rent due at Michaelmas was
in arrear, and was demanded by Fisher, but not paid. In the Tri-
nity Term succeeding a fine was levied to Fisher, to the uses
specified in the first indenture of covenant above-mentioned.
Fisher afterwards distrained for the half-year's rent of 10/. due at
Michaelmas, 11 Jac. and the tenant of the land replevied; where-
upon Fisher entered under the uses of the fine. And one of tho
v3
29S Revocation, of Wills. Chap. II.
Section IX.
Mortgages, ^c.
r SHALL now pass to the consideration of mort-
gages, securities for money, and conveyances to pay
debts, which Lord Hardwicke has enumerated as the
questions in this case was, whether, as this rent of 10/. was doe,
and demanded before the fine levied, (at which time no use could
arise upon the non-payment) and then after the fine levied a dis-
tress was taken for the rent due bcjore the fine was levied, aod
afterwards replevin was sued thereupon, a title of entry accrued
by way of use to William Fisher ? and on this point the Justicei
were divided, for Haughton and Doderidge held, that as the rent
was due before the fine levied, the use upon the fine could not be
extended to the rent formerly in arrear. But Croke and Moatagut
held, that the fine levied and the firtt indenture were but one at*
iurance^ for the execution of all things executory respects the ori-
ginal act, and shall have relation thereto, and all make hut oDt
act, although done at several times. See Vin. tit. Dev. (0) pl« 3.
Jones 7, pi. 7. Mitton v, Lutwich, and Salk. 341. Lloyd v. Lord
Say and Sele; see also S. C. in 3 P. Wms. 170. and the observation
in the note to the first edition. It appears, however, from what has
been decided and held in courts both of law and equity, in the great
case of Goodtitle v. Otway, that where articles are made provid-
ing for a reversionary interest in the covenantor, and then the co-
Tenantor by will disposes of such reversionary interest, and thea
makes a settlement whereby his whole legal estate is conveyed io
uses correspondent to the articles, the will is not saved by any re-
lation of the settlement to the articles in analogy to the above-
mentioned cases of assurances by fines and recoveries.
Sect. 9. Mortgages, ^c. ^S
excepted cages out of the general rules of revoca-
tions*.
Mortffasres in fee are differently regarded in the Different
courts of common law and those of equity At law tionof
they arc total revocations, bnt in equitable consi- incoaru
deration they are only revocations pro tanto(l). It equity,
is not on the ground of the particularity of purpose
that a mortgage in fee is in equity held to be only a
rcvocatiwi pro tanto, though the distinction between
the practice of courts of equity and law have been
often incautiously put upon that ground; but the
true reason arises out of the distinct considerationi
under which mortgages pass in courts of law and
coirie of equity.
A court of law can only look to the legal operation
of the deed, whereby the testator, by conveying out
of himself his l^gal estate, of necessity must be held to
revoke a previous disposition by will of the same estate;
but in equity the transaction has another aspect, and
is only regarded as a security for the debt ; the de«
• 3 Atk. 805.
(1) And if the mortgage be by deed and fine, it isnerertheless said
tobeareTocation only pro tanto, in equity, 2 P. Wms. 334. per Lord
Chancellor Kirtg. But according to Viner tit. device (P) pi. 10. it
wai keld by Lord Cowper, 6 Ann. that if a man devises lands, and
Afterwards mortgages the same for years, and then levies a fine $ur
^bgnixADce do droit come ceo, and not a fine sur concessit, this will
he a rerocation ; but that a* fine sur concessit would have revoked
•tly pro tan to. It is a critical question whether the principle
upon wbich courts of eqolty consider mortgages M only revoca*
lians pr« tia^# ddo» not ifejeot ibis distinction.
294 Iteoocation of Wills. Chap. 11-
visor remains complete owner, as before, of the es-
tate, subject only to the security, which in the con*
In equity, templation of equity is nothinc: but a chattel. And,
convey- '■ ^ J o
ance* by upon the samc principle, if, after a devise, the tes-
moitifase, tstor makcs a conveyance of the whole fee, upoa
•r for pay- *^
nicnt of trust to scIl and pay debts, the interest of the testator
debts irc- ^
ncraiiy, (2) is Only affected to the extent of that incumbrance.
rcvaca- To that extent the will is revoked ; but the equitable
<^xiet)tof estate in the subject of the devise remains unaltered^
^ ^^^' except in so far as it is become charged with such
debts ; and therefore if, after such deed of conveyance,
the legal estate in the remaining part of the. property,
when the object of payment of debts has been satis-
fied by the disposition of part, is taken back by the
testator, by a reconveyance to himself and bis heirs,
his will is unrevoked in equity \ ,
The late Lord Alvahley (3), when sitting as the
Master of the Rolls in the case of Uarmood v. Og'
lander^ states the criterion for ascertaining when
equity will interfere with the law in respect to the
revocation of wills by subsequent conveyances, and
* Vid. Hannood o. Oglander, 6 Vez. Jun. 221.
(2) It is to be obsenred, however, that if A. devises lands to to
executors to be sold for the payment of his debts, and then conveys
it to tmstees for the payment of debts^ the devise is revoked. 4 Ch.
€a. 110.
(3) It wonld be a sort of injustice to that learned Jodge to onut
vank>y*s this opportunity of introducing to the reader the ingenious vindica-
WiUiams tion which, in the course of his judgment in this case, he makes of
«. Owen. j,|g decision and doctrine in the case of Williams v. Owen. " Wf
sajs he, instead of articles, the testator had, before the marriag?}
]>rdAV
Sect. 9. Mortgages, Sgc. 395
to what extent, with great precision, and in a man-
ner which shews that the doctrine is not grounded on
the particularity of the object of the deed. He lays
it down as a primary rule of law, that " any altera-
tion of the estate, or a new estate taken, is iat law a
revocation, whether for a partial or a general pur-
pose; equity never controuls the law upon revoca-
tion, except either where the beneficial interest, be-
ing distinct from the legal estate, is devised, and the
devisor if he afterwards takes the legal estate, takes it
without any modification or alteration ; or where, hav-
ing the complete legal and beneficial estate at the
date of the will, he divests himself of the legal estate,
but remains owner of the equitable interest, as in the
case of a mortgage, or a conveyance for the payment
of debts."
In the above case of Harmood v, Oglander the
object of the intended recovery was a mortgage ; it
was therefore for a partial purpose ; but that alone
conTejed to a trustee, in trust for himself tiU the marringe, then
for himself for life, remainder to the issue in tail, remainder to him-
self in fee, and then made the will, and then had called upon the trus-
tee to convey, and he had conveyed, it is admitted that thai would
have been a complete revocation in law ; but as clear)} it would not
have been a revocation in equity, and the heir must have conveyed
to the uses of the will. In principle that does not diflcr from the
case of Williams r. Owen. There the devisor was bound by the
articles, and he might have been compelled to convey accordingly.
Then it is strange to say, that if a conveyance were taken from a
trustee it would be no revocation ; but if, according to his obliga-
tion, he himself conveyed to the same uses, it would be a revoca-
tion. No one can deny that articles are in equity equal to a con-
veyance. No one can deny that he remained a trustee to the use
of the articles, and must have conveyed accordingly." But see
supra, page 274.
296 Mevocation of WUIb. Chap. II,
could not save it ; and although, if it had been a simple
conveyance of the fee by way of mortgage, it would
have been only a revocation pro tan to; yet the mode
of effecting this intention being by recovery, with
double voucher, which in equity as well as law pro-
ceeds upon a previous conveyance of the whole estate
from the owner to Uie tenant to the praecipe, to be
recovered out of him by the demandant, from whom
a new estate is to be taken, the will was held to be
clearly revoked ; arid this although the recovery was
not, in fact, proceeded in further than the convey-
ance to the tenant to the praecipe.
ri!!>«nTon ^" Sparrow V, Hardcastle, as that case is reported
which in a note to Goodtitle v. Otwav, in the reports of
mortirajjes ^ ' * ^
ill fee are Mcssrs. Domford and East% Lord Hardwicke inti-
conKiderect '
in Equity matcs the true erround on which morteraiffes in fee are
as onl> re- ^ ^ n n
▼ocations considcrcd in Equity as only revocations pro tanto of
pro tamo. * ./ »/ r j i.*
a will. '' The principal ground," says his Lordsnjp,
" on which they put this case is, that this grant was
intended only for a particular purpose, and that
when that purpose was answered the estate was not
intended to be altered, but to remain as before; and
this was compared to a mortgage. The reason why
mortgages are taken to be out of the general rule is
this. It does not depend on the general ground in-
sisted on at the bar of being conveyances for a par-
ticular purpose, (4) but on the foot of being securiiiM
only. Whether the mortgage be in fee or for years
• Vid. 7 T. R. 417.
(4) In Ilarmood v. Oglandcr, Lord Eldon gircs fuH coDfinni-
tion 10 this opinion. That case was decided for the entire refoct-
tion both at law and equity, on the ground of there being nses ce»
Sect. 9. Mortgages, ^^. 39T
only; is all one in this Court; they are alike con*
videred as chattel interests. A mortgage in fee goes
to the executors^ (for. whom the heir is only a trustee),
lupports no dower, and has no one property of a real
estate/'
So that upon an accurate consideration of this
point, we shall perceive nothing in it which breaks
in upon the maxim of equitas sequitur legem. The
truth being that when an estate is charged or mort-
^ged, a Court of Equity does not regard the estate
as any way passed, modified, altered, or affected (5).
The same doctrine is carried to a trust for payment
of debts ; so that the resulting beneficial interest
dared upon the recoTery beyond the mere purpose of the mort-
gage. Indeed wherever a recovery is necessary, the estate must
undergo an alteration thereby : and therefore if a tenant in tail
makes a oiortgage, and for that purpose su£fers a recovery, and de«
Clares the ulterior use to himself in fee, the estate is altered, and
the will is clearly revoked. See 8 Vez. Jun. 106.
(5) An equity of redemption imitates more closely the legal Diflcrenec
estate than a mere trust. Sec the notice taken of this distinction ^* Equity
in Burgess r. Wheate, 1 Blackst. 145. and see Sir Matthew Hale's of redemp-
^ tion and a
definition of a mortgage. Hard. 469. Pawlet*s case. So Lord Not- mere tra»t.
tingham, (M. S.) says, an equity of redemption charges the land,
and is not a trust. Blackst. 145. A mortgage is not a mere trusty
hat a tide in equity. In a word, the equity of redemption is in
equity the fee simple of the land, and by consequence, after fore-
closure, the mortgagee is considered as acquiring a new estate. But
if it be a mortgage for a term of years only, and the eqnity if
foreclosed, or released, after the will, the new interest may past
under the general words of the residuary clause ; for the equity
which is so gained by the release or foreclosure is the interest in a
chattel only, and therefore may well pass by the prospective opera*
tion of the rasi^nary devise^ if sufficiently comprehensive in ez-
presaoD*
300 Itevocatian of Wills. Chap. II.
fideration^ it has been taken for egtablished law^
and has been said to stand on peculiar g'rounds^
but those grounds have generally been left unexplain-
ed. And though Mr. Justice BuUer, in the case
ei Goodtitle v, Otwny^ observed that cases upon
partitions generally happen in equity^ he was com^
Batabiish- pelled to admit that long previous to Luther v. Ktdby,
partition it was established at law that a partition was not a
18 no revo-
cation. revocation of a will
It is not very easy to reconcile the cases \ipon par-
tition to the principles which have usually governed
in the cases of revocation (1). It may be a reason
* 2 H. Blackit 525.
Bifference (i) Tenants In common aft^r partition take the same estate as
tenants in before, though in another mode, Yid.post 346. But the partition
an?k»^nt- ^"^^'"g joint-tenants has the effect of altering the estates oi the
tenants, as parties. In the case therefore of joint-tenantS; the points of enquiry
•f parti- ^^ ^^^ reverse of those which come into question in the case of
^^"* tenants in common. Where a tenant in common having devised his
estate makas a partition, the qnestlon it has givea rise to hire been,
whether the devise iras revoked by the partiti6ii^ Bat where one
of two joint-tenants has made a will devising his moiety, and a
partition has afterwards taken place, the question has been whether
the will has hAd effect given to it by the partition ; the affirmative
«f which question could only be maintained on the notion that at the
time of making his will, the testator, as such joint-tenant, had an in-
terest in its nature devisable, but which was prevented from p«issing
M such by being intercepted and supplanted by the jus aecrescendL
But it has been determined that a joint-tenant is under an original
incapacity to devise his moiety, being not comprehended within the
statute of wills, which being an enabling statute, vrhatever is not
included in it remaiss as at common law. Swilt & Roberts, 3 Burr.
1491.
Sect. 10. PartiHan. JQt
for this doctrine^ that the party iii compellable hf
pfoc^s of law to make pai^tition ; and that an act thuv
imposed upon a party, has upon such ground of com-
pulsion been held not to disturb his previous disposi-
tions by will. And it is remarked by Lord Hale^ in^
his commentary on the writ de partitione fieiciendai
(2), that the writ is brought to ascertain the posses-
sion, and the legal estate is not affected. The courts Where
leem to have been careful; however, not to extend other pur-
this allowance to any case where any thing is done cufredbt-
beyond, the dry purpose of partition; for where in mere pur-
Tickner v. Tickner, cited in Persons v. Freeman* paJtitio^*
the deed limited the moiety, in, the first place, to such reYoked!*
uies aa the testator should appoint, and in default of
appointment to him in fee. Lord Chief Justice Lee,
vfho had signed the certificate in Luther v. Kidby,
held. that the slight variation by the introdoction of
th« power made it a revocation.
Mr. Justice Heath declared it to have been his
opinion * that '' the cases of Luther v. Kidby, and
Tickner v. Tickner, were difficult to be reconciled
with some of the other cases, and with each other.
That the only difference between them was the pow-
er of appointment in the latter; and, that though the
execution of the power would be a revocation of
the will, yet that the mere reservation of the power
ought not to have that effect." Buller, Justice, in
the same case said, that the case of partition was a
case Bui generis. If the partition was by writ against
. * S Atk. 742. • 3 Vez. Jun. 656.
^>fWy^f »IIHW^W»T^^'^F^^^P»*^I ■ I '
(3) Fitz. Abr. 142. and see a note of this case prxMlaced by Lord
LoTio;hborouj^h| in 2 Vec. Jan. 432.
30S Revocation of Wills. Chap. IL
the wish of the testator it was no revocation^ and it
was but one step more to liold that the same thing by
deed or fine should not have a different effect. The
authority of Luther v, Kidby, as far as it is an autho*
rity, only goes to this, thatt here is no difference in ef-
fect whether the partition by fine be in pursuance of a
covenant^ or of a writ of partition, but the court did
not mean to lay down a rule applicable to any other
case. Taking the whole together, it seems, said that
learned Judge, as if it was thought that there was a
difference between a fine for a partition and any
other purpose. He agreed with Heath J. that there
was no material difference between Luther v. Kidby,
and Tickner v. Tickner; for notwithstanding the
power of appointment, the fee vested in the testator,
and then the deed and fine were the sole ground of
revocation in that case, and if so, it was in direct
contradiction to Luther v. Kidby ; and the report of
Parsons v. Freeman, in Ambler, shews it was so
considered, for Lord Hardwicke approved of Tickner
^ V. Tickner, and said it was the same case as that
before him (3)/'
We find no earlier notice of this question as t#
the revocation of a will by a deed of partition, than
that of Lestrange v. Temple, in Siderfin', where
»
' P. M.
(3) But as that case is reported in Atkias, a better RepoKeti
Lord H.'s obsenration was that Tickoer v, Tickner, came ver/
near the present ; it was not merely to effectuate a partition, bat
for another purpose, and therefore Lord C. J. Lee held it amoonted
to a roTocation, and I am, said his Lordship, for the $am€ reason,
•f ojj^on that the recoTery here is also a reTocation.
Sect. 10. Partition. 303
^ a quaere is made whether^ if one holding lands in
common with another makes his will and devises all
hig lands^ and afterwards makes a partition by agree-
ment^ and not by writ^ the partition is a revocation.
Soon afterwards, in the case of Temple v. Webb *^
a tenant in common of a manor, devised all his
interest in the manor, and then a partition was made,
and a fine levied to corroborate the partition ; and
the question being, whether this partition and fine
were a revocation or not, they were adjudged to be
no revocation. And the Judges are said by th«
Reporter to have entertained the same opinion^
(though no judgment was given) in Risley v, Balt-
inglass ^.
Luther v. Kidby * was thus : A. and B. were tenants
in common of lands in fee simple. A. by his will
dated 25th January, 1719, devised his moiety in fee;
afterwards A. and B. made partition by deed dated
16 May, 1722, and fine, declaring the use as to one
moiety in severalty to A. in fee, and as to the .other
moiety in severalty to B. in fee. Tliis case was sent
by Lord Chancellor King to the Judges of the
King's Bench, for their opinion, whether the will
was revoked, and it appears by the Register's book,
that that court composed of Lord Raymond, C. J . Page,
Probyn, and Lee, justices, certified,—'^ that they
were all of opinion that the will of the said A. was
not revoked by^the deed, and fine levied in pursu-
ance thereof ; and that the said A.'s share of the
lands contained in the deed, and the fine levied
' Freem. Rep. 54t. pi. 735. Yin. tit. der. (R. 0) pi. 6. io the Notes.
^ Sir Thomas Raym. 240. in the Exchequer.
' Vin. tit. deT. (R. 6.) pL 30, 1730. aad lee 3 P. Wms. 1C9*
Not« bj the Reporter.
304 Revocation of WUU. Chat. 11.
thereon, did pass by the will of the said A." with
which opinion the Liord Chancellor concurred.
About20 years afterwards^ Lord Chief Justice Lee^
who bad signed the certificate as puisne Judge^ in Lu-
ther V. Kidby or Kirby, decided the case of Tickner v.
Tickner, which was as follows^ : Robert Tickner,
seised in fee of (he estate in question, which was of
Gavelkind, died intestate, and left two sons, Henry
and Robert, who entered, on his death, and became
seised in Gavelkind. Robert being possessed of an
undivided moiety made his will, and devised it to his
wife Elizabeth Tickner, and her heirs. After this
will of Robert, by a deed of partition between Ro-
bert and Henry Tickner, and by a fine, all the Gravel-
kind I^nds were divided, and Robert's share was al-
lotted to him to such uses as he should appoint by
deed or writing, and in default of such appointment
to him in fee. A verdict was found in ejectment,
subject to the opinion of Lord Chief Justice Lee,
who, after mature deliberation, held the transaction
to be a revocation of the -.vill.
^0^*0*2*'' '^^^ doctrine in respect to the question of revoca-
*^*^P^jP^*" tion by partition is founded upon the foregoing
decision* c2Lses : but it has been shewn that a part of the
Ki(iby,and Bcuch in the discussion of the case of Goodtitle
I tckner v.
Tickner. ^ Otway, doubtcil of the principle on which Lu-
ther V. Kidby was determined ; and considered
that case, and the case of Tickner t?. Tickner, though
the Judge who concurred in the one decided the
other, as irreconcileable. Great Lawyers, however,
have thought very differently upon this sutgect. To
' Cited in Parsons o. Freeman, 9 Atk. 74t.
SECT. 10, Partition. ^ 305
Lord Chancellor Loughborough both these cases ap- ^^^^
peared to be rightly and consistently determined, J^"^^^^
and this opinion was expressed by him in a judg-
ment which displayed, in language and argument the
most graceful and luminous, his deep acquaintance
with the whole subject and its principles \ Speak-
ing of Luther v. Kidby, his Lordship observed, '' It
was sent to law ; and the court of law being of opi-
nion, and wisely, that it was not a revocation, this
court determined in conformity to the law, following
the law." But where the object of the deed went
further than a mere partition by conveying the estate
to such uses as the party^* should appoint. Lord Chief
Justice Lee held it an alteration in the estate^ and
that it would not pass by the will at law, and Lord
Hardwicke has given his sanction to that authority^
and would not determine against the rule of law.
The present Chancellor in a case determined by Lord
him in 1802, has recognised the law upon these two opinion,
cases of Luther v. Kidby, and Tickner v. Tickner, to
stand thus : '' That mere partition, whether by com-
pulsion or agreement, is not a revocation of a will ;
but the slightest addition, as a power of appointment
prior to the limitation of the uses, is sufficient" °*.
And again in another case decided by jiim in the en-
suing year, his, Lordship put the seal of his high au-
thority upon this much agitated question. '' The case
of partition," said his Lordship, " is a sort of special
case. Each party can compel the other to make par-
tition; the estate is the same, enjoyed afterwards in a
different quality, and in another mode : and upon a
m
] Vid. 1 Brjdges v. the Duchess of Chandos, 2 Vez. 429t
■ 7 Vez. Jun, 564.
306 Revocation of Wills. Chap. II.
principle compounded a little of those two reasoni,
that that which can be compelled^ if done voluntarily,
and provided nothing more is/lone than mere partition,
shall not revoke the wilL I say^ provided nothing
more is done^ for it has been long established, that if
the object is to do any thing beyond the partition, it
will be a revocation : it is tried by the fact whether
the acts demonstrate any intention to go beyond
the mere partition : and notwithstanding the ex-
pressions of the Judges in some of the reports, that
Luther v. Kidby, and Tickner v. Tickner, cannot
stand together, they have stood together a consider-
able time, and in my opinion are perfectly recon-
cileable ■/'
But « win One distinction upon this subject it is very neces-
confined gacy to rccollect : — ^That if the manner in which the
in terns ts
to be of new partition is made destroys the interest of the testator
ked by in the thing given^ so that at his death there is no-
thing in him to answer to the description of the spe-
cific subject of the devise, it must follow, notwith-
standing the rule that the mere partition is not a re-
vocation, that the devise is revoked^ since it cannot
operate, the thing being withdrawn upon which it
was to operate. Thus if A. seised as a tenant in
common, or co-parcener, of a moiety of two estates^
the one in Berkshire, and the other in Lincolnshire,
devises his Berkshire estate in terms, and then by 'a
partition between himself and his co-proprietor B.
the Berkshire estate is allotted wholly to B.^ and the
Lincolnshire estate to A.^ the devise is of necessity
revoked ^
■ S Yec« Jan. 381.
* See the case of KnoUyi v. Akock, 7 Ves. Jon. B6S*
^VtilioB.
(307)
Section XL
Leases.
THE subject of revocation includes some ques- whether a
- . . 1 • /• 1 renewed
tions of great nicety m respect to devises of leases lease pass-
and specific chattels. Whether a fresh lease taken prior dis."
1 1 -» • 1- 'a* V -ii position bv
by renewal passes under a prior disposition by will wiii of tk<
of the original lease was a point in the case J^eS*^
of jVfarwood v. Turner*, before Lord Chancellor
King. The argument against the revocation sup-
ported itself on the following reasons : — That the
testator bad expressed in Jiis will his ardent desire that
his trustees, to whom the lease was devised, should
use their utmost endeavours to continue the lease in
the male line, as long as there were any to inherit
the title. That as to the surrender of the old lease,
that being only to take a better and more beneficial
estate, was intended for the advantage of the devisee,
to give him a larger and more extensive interest, and
to increase the bounty that was before designed him.
Now to make such an intended act of kindness a
destruction of the will, would be to invert, in the
highest degree, the meaning of the testator. That
the renewal of the lease was only ingrafting upon the
old stock, that which was of the same nature with the
old stock, and was a continuation of the same estate
with some'little addition to it. That this was demon-
strated by the common case, where a trustee of a
lease £6r lives, when all the lives but one are expired,
renews for the old life and two new ones, and then
* 3 P. Wms. 168.
X 2
308 Revocation of Wills. Chap. II.
the old life dies ; here though, but for the renewal,
the lease would have been ^uite at an end, yet the re-
newed lease is held subject to the same trusts as the
old lease was, and is considered as a continuation of
the same estate. That it was very usual to make pro-
vision for younger children out of these leases, which
commonly require a renewal every seven years, or
upon the dropping of a life. And if one, so ^eised
or possessed, having made his will, and thereby pro-
vided for a younger child or children, should soon
afterwards renew his lease, but forget to republish
his will, (which might often happen), such a con-
struction would create the greatest inconveniences.
That no judgment at law, nor decree in equity, had
been cited, whereby it had been determined, that the
bare renewal of a lease was a revocation of a will.
And it was further urged,* that if this renewal of the
lease was a revocation in law, yet it would not be so
in equity, but the renewed lease would be subject to
a trust for the devisee.
In general, But it was hcId and decreed by the Lord Chancel-
is a revo- lor, that thc renewal of the lease for lives in that case
whether it was a rcvocatiou of the will as to this particular, for
ciiatteiora that by the surrender of the old lease the testator had
icasV° put all out of him, and had divested himself of the
whole interest, so that there being nothing left for
the devise to work upon, the will must fall, and the
new purchase being of a freehold descendible could
not pass by a will made before that purchase. And
his Lordship expressed surprise that this case which
must have often happened^ had not been before de-
termined.
We should observe that the tnie reason upon which
Sect. 11. Leases. 309
this point of revocation turns, is, that the specific
thing which was the subject of devise is gone, so
that the words of the devise can have no operation.
And this reason applies as much to a chattel lease
renewed after a will containing a bequest of it, as to
a freehold lease, for every specific bequest must upon
the same principle be considered as revoked or rather
adeemed by the subsequent disposition, alienation^
or destruction of the particular subject in the testa*
tor*8 life-time.
There is, however, a material difference as to this ^. ™*^"*^
dinerencc
point between freehold and chattel property. If a >" t*>«» res-
lease held upon lives be devised and afterwards re- tweenfree.
hold and
newed by the testator, the devise is revoked, although chattel
the will should contain words of future import appli-
cable to that interest ; for the renewal being a new
purchase (I) of a freehold it cannot pass by an antece-
dent will, as has been fully explained in a former
part of this work. Whereas if a testator possessed
of a chattel renewable lease devises all his estate^
right and interest, which he shall have to come in the
particular lands so in lease to him at the time of his
death, or includes it in a general devise of his resi-
duary property, a lease taken by him after making
his will, by way of renewal, will pass by it *.
^ See the case of Abney v. Miller, 2 Atk. 593.
(1) A woman purchased a chqrch lease to her and her heirs, for
three liTes, and died, lea?ing an infant daughter; two of the lives
dropped ; the infan tis guardian renewed the lease, and then the
infant died without issue ; the f/'eehold lease was held to be a new
acqaisition^ and of consequence as descendible to the heiis^ ex
parte paterna. Mason v. Day, Prec« in Ch. 31 d.
310 Revocation of Wills. Chap. II.
In the case of Carte v. Carte *, Lord Efardwickc
appears to rest much upon a distinction between
trusts and legal estates in respect to the operation of
a will upon these renewed chattel leases, and he
alludes to Abney v. Miller, as being the case of a legal
estate, whereas in Carte v. Carte, the testator wag
only cestui que trust. But in Abney v. Miller, his
Lordship had said that the rule of revocations must
be the sanoe in law and in equity ; and the same ob-
servation has been made by almost every succeeding
Chancellor. In truth, it would be difficult to point
out a single case, which, when ^ the principles and
analogies of equity, and the views, which, from the
genius of its particular jurisdiction, it takes of the
instrumentary transactions concerning property, arc
properly attended to, is inconsistent with the rule of
equitas sequitur legem.
The decision of Carte v! Carte, did not seem to
require any other distinction to support it than that
which arises out of the different import of the words
used in tfie will. The testator in that case bequeathed
to his eldest son Thomas, after giving some legacies
to other persons, all the rest of his goods, chattels
and estate whatsoever, whether real or personal, in
possession and reversion, and then by a supplemental
clause directed that he should have the disposal of his
lease and receive to himself all the profits and advan-
tages accruing from it; which words upon the prin-
ciples of reasoning adopted by his Lordship, seemed
amply sufficient to pass the beneficial interest then
subsisting, together with the benefit of all subsequent
renewals^ and would equally have comprehended and
• 3 Atk. 174.
Sect. 11. Leases. SU
passed the subsisting lease^ and future renewals, had
the interest been legal instead of equitable. For his
Lordship in the last-mentioned case observed, '' there
is no qu^tion but that a man by will may bequeath,
a term of years which he has not in him at that time^
but which comes to him afterwards. Therefore all
these cases of revocations of legacies, or bequests of
terms of years, arise from the short penning of the
will; and if in the case of Abney v. Miller, the testa-
tor had said, I will give all the interest I have in the
lease, there is no doubt but that the renewed lease
would have passed (2).*'
k appears from a careful comparison of the cases, J?**^*^,
that for the renewal of these chattel leases to be a ^l^^\
chattel
revocation, the devise of them must be specific, and i««8e is a
* revocation
that whether revocation or not is a question to be depends
upon whc-
determined by that short criterion (3). The case of ther the
Stirling v. Lydiard^ amounts in effect to settle it upon specific or
this basis. There the testator gaye aU and singular ^^^
* 3 Atk. 199.
(2) In Abney v, MUler, howeter, his Lordship intimating ths
proper words for couTeying these after-taken leases, suggests words
of a fotnre import as necessary in addition to the words, all my
titaUj kc the words he prescribes are, all my estate^ righi^ and
interest^ which I shall have to come in this lease. And in Rndstone
V. Anderson, 2 Vez. 418. the Master of the Rolls, Sir J. Strange,
woidd not allow there was any real distinction between the import
of the words att my tithes and all my estate In the tithes. If a new
intend were acquired after the will, it would not pass by words
derising all the testator's subsisting interest.
(3) A. bequeathed his black gelding to B. and afterwards gires
him away or sdls him, and buys another black gelding ; this new
bought hone shall aot pass by the Vill. Wentw. Office Execu-
tor, M.
312 Revocation of Wills, GhAP. \h
hm leasehold estate^ goods^ chattels^ and personal
estate whatsoever^ to his daughter^ and if she died
without issue living, then to the defendant. The
testator afterwards renewed a lease with the Dean
and Chapter of Windsor; this was held to he no
revocation^ and the lease passed by the will; the
Lord Chancellor observing, that " it was a mistake to
suppose this a specific legacy ; it was a general devise
of the whole. Suppose the testator had purchased
a new lease^ would not that have passed ? Why then
should not a new term in a lease equally pass ? '' If I
were to construe this a revocation/' said his Lord-
ship, " I do not know, but that if a man were to
give all his Bank, East India, and South Sea stock,
and should afterwards turn it into money, it might as
well be insisted that this was a revocation. So
that it appears clearly to have been the settled opi-
nion of Lord Hardwicke, that whether the future
lease taken by renewal would pass or not by (he an-
, tecedent will would depend entirely upon the ques-
tion whether the words of the bequest confined the
supposable intention to the thing then actually sub-
sisting, or extended to future interests growing out
of it ; in a word^ whether the legacy was specific or
general (4).
But it seems,, according to Abney v. Miller,
which is a very leading case on this subject^ that if
the renewed lease be not perfected by execution in
the testator's life-time, not only will an agreement
for such new lease be ineffectual to operate a revo-
(4) See the case of Hone v. Medcraft, 1 Bro. C. C. ^61. where
the same ground of distinction is adopted. See also Copin v. Fer-
nybough, 2 Bro. C. C. 291.
SicT. 11. Leases. 313
cation^ but the actual surrender will not effect the
previous disposition of the lease : it was accordingly
held by Lord Hardwicke^ that as the college seal had
not been affixed to one of the renewed leases in
Abney v. Miller, though the old lease had been sur-
rendered and the new one prepared and accepted^
yet the bequest of such lease was not revoked. But
this part of the case is not very clear if it can be
said to be intelligible at all, without supposing that^
the surrender being made by the same instrument
as the new lease, probably being stated as the con-
sideration of the new lease, or perhaps implicitly
(5) contained in the acceptance of such new lease,
such surrender would not be complete according to
the intention of the parties until the change and
substitution was completed by the execution* of the
instrument designed to effectuate the renewal. And
indeed, supposing the surrender to be made by a
separate instrument, yet the making of the new
lease^ and the yielding up of the old, being recipro-
cal acts, perhaps the surrender can scarcely be said
to be complete, in equity, at least, until the fresh
lease has been granted.
(5) This surrender in law is without doubt an ademption of a a Kurren-
specific devise as much as the express surrender, for in these cases .^^ *" **y
the effect produced is not so correctly expressed by rerocation, as emption of
by ademption. Sec Wentworth's Office of Executor, 22 et seq. It Revise.
IS not by coantermanding the disposition, but by withdrawing or
destroyiDg the subject matter of the disposition, that the elTect is
properly understood to be produced. And whatever destroys the
subject pf a specific devise, must of necessity annul its operation;
thus if after devising an estate held upon lives, the testator pur-
chases the reversion^ the devise is revoked and the estate descends.
iSee 2 Atk. 42^.
314 Sevocatian of WiUs. Chap. II.
mat pro. It is very desirable on a subject into which so
posidonfl *' "
appear to much refinement has been introduced, to rest apon
be well
settled on some Steady propositions. AU the cases appear to
ject. ag^ee in this — that the surrender of the old and the
taking of a new lease^ will be an ademption or not
of the previous disposition by will according as the
disposing words are held to import, only the actual
thing, or all the testator's eventual interest in it;
but whether particular terms denote the one or
the other intention is still in some degree open to
controversy. It appears according to the report
of Carte v. Carte, as has before been mention-
ed, that Lord Hardwicke was of opinion that if in
Abney v. Miller, the testator had said, '' I give ^
the interest I have in the lease," the will would have
passed the renewed lease, that is, such words wonld
have made the bequest general and prospective.
Sir John Strange, as appears from the above cited
case of Rudstone v. Anderson, thought that the
bequest was not the less specific by reason of the
words estate and interest ; and we have seen that
• Lord Hardwicke, in Abney v. Miller, suggests other
words of future import to be added to the vrords
estate and interest, when he points out a mode of
embracing within the will future renewals.
•
It is out of dispute, however, that a testator
may by his will pass his future chattel interests
whatever they may be, provided they come within
the description of the bequest; and that irfiercver
the words are general, property of this nature, though
subsequently acquired, is comprehended within the
•cope of them": thus if a testator gives all hifl P^^'
■
* See the cafe of Stirling v. Lydiard^ 3 Atk. 199.
Sect. 11. Leases. 315
sonal estate whatsoever, and afterwards surrenders a
subsisting lease and takes a new one, or makes an
entire new purchase of a leasehold estate, both these
descriptions of property will pass.
In a very particular case which has been lately de-
termined in the Court of Chancery', another propo-
sition of considerable breadth and certainty on this
subject is furnished, viz. that whether the disposing
M'ords are to be confined to the specific interest, or
are to be interpreted as descriptively embracing after
acquired property, will depend not only on the im-
port of the, particular words, but upon the general
context of the will.
In James v. Dean, which is the case alluded to, the
Chancellor took it to be established in Hone v, Med-
craft, and Copin v. Pernyhough, that where there is
a general bequest in the terms of '^ all my leasehold
estates," and the testator afterwards surrenders and
takes a new lease, the bequest is revoked. With the
highest respect for this truly great authority, I can-
not forbear observing that in the cases said to have
established this proposition, the devise is not in a
general form, but seems to be a disposition of a
leasehold estate particularly described and enume-
rated among other distinct parts of the testator's
property. And, indeed, before th6 general words,
'' all my leasehold estates,'* can be held to be a
specific disposition of subsisting interests, the opi-
nion and decree of Lord Hardwicljie, in Stirling v.
Lydiard, above cited, seems necessary to be ex-
plained out of the way.
* James v. Dean^ 11 Vez. Jon. 389.
316 Revocation of Wills, Chap. II.
But the great point of James v. Dean makes the ques*
tion whether the subsisting interest only or future inte-
rests in chattels pass by the will, to depend entirely upon
the indications of the testator's intention^ and decides
that the intention in this respect is to be collected from-
the whole context^ and a comparison of all the parts of
the will. The case was shortly as follows : — Thomas
James, by his will, dated the 25th of April, 1788,
gave and bequeathed to his wife, Judith James, a
messuage and some land, at Standgate^ held by him un-
der a lease from the Archbishop of Canterbury, and af-
ter her decease he gave the same to Sarah James, Jane
James, and Elizabeth James, his brother's daughters,
their executors, administrators, and assigns, '^ for all
such term, estate, or interest, as shall be then to come
therein, as tenants in common." The testator then
directed that the rent, fine, and fees, for the renewal
of the lease of the said premises, at Standgate, should
be paid by his wife, during her life, and by his bro-
ther's three daughters afterwards, as such rents, fines,
and fees became payable; then after giving some
other parts of his property he made the following dis-
position : '' I also give and bequeath to my wife,
Judith James, during her life, all my messuages, lands,
and tenements, in Vine-street, in the parish of Lam-
beth, which I hold by lease, under Sir William East,
(being the premises in question) for all the residue of
my term and interest therein, and after her decease I
give and bequeath the same to my godson, Thomas
James, his executors, and administrators, for aU the
residue of the term and interest I shall have to come
therein at my decease.'* And then the testator gave
to his said wife all his leasehold estate at Float-
mead, and all other the estate which h^ purchased of
Anthony Keck, Esq. and which he then held by lease
Sect. 11. Leases. 317
from Sir William East, she paying for renewing the
said lease at the usual times, during her life, and keep*
ing the said premises in' good repair, and after her
decease he gave the same among the said three daugh*
tersof his brother James, as tenants in common. He
then made his wife his residuary legatee, and ap-
pointed her one of his executors.
The testator was, at the date of his will, in posses-
sion, under a lease granted by Sir William East, of
the premises, in Vine-street, Lambeth, dated the 12th
of August, 1769, to hold for 2 1 years from the Lady-
day preceding, if the lessor and two other persons
should so long live, with a covenant by the lessee, that
in case of the death of arty of the said lives, (being
the lives upon which the lessor held those premises,
with others from the Archbishop of Canterbury,) be-
fore the expiration of the term, and the lessor should
renew from the Archbishop, he, the lessee, his execu-
tors, &c. would pay a proportionate share with the
other tenants of the fines to the Archbishop upon
every such renewal ; and Sir William East covenant-
ed, upon such renevral of the original lease by the
Archbishop, to grant a new lease of the premises
thereby demised for the remainder of the term of 21
years, which should be then to come and unexpired,
fiut the lease contained no direct covenant for farther
renewal.
The testator died in December, 1790, the lease,
which expired on the 25th of March preceding, not
having been renewed by him. But he had remained
in the occupation of the premises until his death, and
half a year's rent under this occupation had been paid
l>y him after the expiration of the lease^ during hig
318 Revocation of Wills, Cbap. II.
life. Sometime after the testator's death ; viz. on tlie
39th of March, 1791, Sir William East granted to
Judith James a new lease of the premises in question,
to hold from the 25th of March, for 43 years, if three
persons named, or any of them should so long live.
The hill was filed by Thomas James, named in the
' will, against the executors of Judith James, the testa-
tor's widow, praying that the renewal of the said lease
by Judith James may be declared to be upon the trusts
of the will. The answer insisted that she took the
new lease for her own benefit, and this was the ques-
tion.
The Master of the Rolls dismissed the bill, upon
the ground that though a testator might so express his
intention ^s to pass any interest existing at his deaths
yet in this case his intention seemed merely to give
the residue t)f the term he then had from Sir William
East, and that nothing more was in his contemplation.
Upon the appeal from this decision the Lord Chan-
cellor considered that the equitable question before
his Lordsh'ip must depend upon the legal question,
whether if the lease had been renewed to the testator
it would have passed. It is evident that if the new
lease had been made to the testator himself in his life-
time, this would have been a caae for a trial at law, as
being a mere legal question, depending upon the im-
port of the words of the will, in respect to such after
It ii a rale acquired property. And it seems to be a rule of
the dispos- equitv, to be collected from the case we are now con-
ing words ^ -^ '
wo<udhaTe siderinfi:, that where the disposine: words are such that
pauedtbe ^' , ,, . /^ , , f ,
letses if re. a court of law would have held the subsequent acqui-
tettator't sitioH bv renewal in the testator's life-time to have
tcnewSt passed by them^ any renewals after the death of the
4tShbf testator^ by his representative^^ shall be for the bene-
Sect. U. LeoMB. S19
fit of the persons to whom the beneficial interest in ^ "?"•
the subsisting lease was devised. ^u p^*
wordi*
Now^ in this case^ though the testator lived out the a tenuey
lease which he had given by his will to his wife for toyea^dt^
her life, and at her decease to Thomas James^ yet as tnuumUiU
he continued to occupy till his deaths and paid rent^ **
he became a tenant from year to year^ which was an
interest devisable and transmissible'. This legal in- And^he
^ g^od will
terest, though become a tenancy only from year to ^^ tenant-
i» • 1 rightwhichf
year, attracted to itself that sort of tenant-right^ or accompap
good will^ on which the claim to a renewal would have es with it.
grounded itself, for it was a sort of excrescence out
of the old subsisting lease which had expired. The
Court therefore considered, that if this interest would
pass by the will, such benefit of renewal would pass
also as an adjunct to it^ subject to the operation of the
tame testamentary dispoisition.
It was therefore said by his Lordship, that whe-
ther the interest of the renewed lease, (supposing
luch lease to have been renewed in the testator's life-
time) would or would not have passed, must be de-
cided, to raise any question between these parties
upon the record. For the lease not having been re-
newed^ and the testator being at his death possessed
of no 'larger interest than from year to year, the doc-
trine cannot be applied^ unless it would have been
applied, « if he had been lessee in the renewed lease.
His Lordship then laid it down as a sound rule of^Whea
, _ , 1 1 • • X ^ordj are
construction, that when words are, by their import, pnmafacie
prima fiftcie equivalent to pass future interests in per- ^s future
sonai estate, that construction ought to prevail, unless ^ pmoa^
• See Doe V. Porter, 3 T.R. IS.
330 Revgcation of Wills. Chap. II.
•ity, that tjie context, in sound interpretation, calls for another
construe- ' r '
tion oaght construction : and this depends upon the context of
to prevail, * *
unless con- the wholc will.
trolled by
the con-
text.
His Lordship thought that though there was a dif-
ference between the leases, the lease in question not
containing the same direct covenant for renewal
which occurred in the others, yet there was enough
in the lease in question pointing that way, to lead the
testator to think that the expiration of the term would
not put an end to the interest. Some parts of the
will, particularly the last bequest, must be interpreted
to pass the renewed lease, and the different clauses in
the will are much the same in effect, though ex-
pressed in different words. The obligation upon the
wife to renew from time to time, shews that he meant
not only the interest he had in the present lease, bat
the interest she would acquire under the covenant.
Between the bequests accompanied with this express
direction to renew, is* the bequest of the premises in
question ; and the person who was tenant for life of
these premises, is the wife and the general residuary
legatee. His general intention therefore was, that
as to the particular part, so specially given to her^
she should take only a life interest, and as general
residuary legatee she should take absolutely for her
own benefit (7).
(7) Had the testator held over after the expiration of his term,
and died in the mere occupation of the premises as a tenant by suf-
ferance, he could hare giten no title at all by his bequest. The
particular legatee or legatees could have taken no interest in such &
subject under his will. And supposing, in such a case, another
person instead of the executrix to hare been the residuary legatee.
( 321 )
Section XII.
Cancelling.
AMONG the methods whereby a will may, be re-
voked is that of the destruction of the instrument it-
self by burning, cancelling, tearing, or obliterating
the same by the testator himself, or in his presence,
and by his directions and consent ; which methods of
revocation are excepted expressly out of the statute
of frauds. But we are to observe that it has been Ciiicd*
ling, an
always an established point, both before and since equiT^oa.
sets
that statute, that the act of cancelling or destroying
a will^ is in itself an equivocal act, and that its opera->
tion as a revocation depends upon the intent with
which it was done ; which must be made to appear :
for if a man were to throw ink upon his will instead
of sand, though it were a complete defacing or obli-
terating df the will, it would not be a revocation : or
if a testator, designing to cancel his former will, were
accidentally to cancel one subsequently made and
the executrix renewiDg the lease, would, in equity, according to
the optnion of his Lordship, haye been considered as doing it for
the benefit of the residuary legatee, who, in preference to the pair*
ticular legatee, would have a right to the benefit of such casual op*
portanities as arose out of the succession to the mere occupation^
for the particular bequest could operate nothing, and must haT9
been considered as making no part of the will. But in this ca^e,
IS the executrix was also general legatee of the residue, it appeared
to his Lordship that she would hate been precluded from holding;
it for herself.
r
32*2 Rev6(fatidn of Wills. Chap. II,
Dieant to be his last will^ such an act would clearly
be no revocation : in these cases the intention mast
govern. This was the {ground of the determination
in Onyons v. Tyrcr * ; from wlrich case it appears,
If a testa- that if a testator cancels his first* will, and by a
tor makes
a second subscqucnt will, not properly executed^ as by being
in tcnns ncglected to be subscribed by the three witnesses in
revokes *^ "^ „ ^ . i •
the first, the testator's presence, sets up a devise contained m
pears that the first will, the first will, as to such devise^ stands
Hon of the 4inrevoked ; notwithstanding the testator in his second
wasoni^ to will expressly revokes his first, and such express re-
fo^these^ vocation would, in other respects, be available as a
gMondwUi declaration in writing within the statute. For it ii
liSba,*^?^ plain he did not mean to revoke his first will, as to
Sr^ntof t'*c particular lands devised by it, unless he niiglitby
ittestoUon^ *^^^ second will, at the same time that he revoked the
first, set up the like devise, so as to take effect by the
second will. And if by the ktter will the premises
had been given to a third person, k should never,
said the Court, have let in the heir ; since the meaning
of such second will would still be to give to the second
. devisee what it had taken from the firsts without any
consideration had to the heir ; and if the second de-
visee took nbthing, the first could have lost nothing.
It was plain that tlie testator did not mean to revoke
the former will by cancelling simply, as a self-sub-
sisting independent act ; but by substituting at the
. same time another perfect will in its place, and not
' otherwise ; and therefore the cancelling was but a
circumstance, shewing that he thought he had made
another good disposition by the second will. The ef-
fect of such cancelling depended upon the validity of.
«
* 2 Vera. 745. 1 P. Wins. M5. Free. lA Cb. 4S1^
SfiCT; 12. Cancelling^ S^
the second wil)^ and ought to be tdken a9 one act^
done at the same time; so that if the second will was
not valid^ as the testator thoug^ht it was^ and without
Which he Would not have cancelled the firsts; the cau^
celling of the first will bein{^ dependent thereon,
ought to be looked upon as null and inoperative also.
In a word^ it was relievable in equity, under the head
<lf accident or mistake.
Hyde v. Hyde\ is also a case which shews that th«
cancelling (1) or tearing of a will must be done animo
revdcandi, to have the effect in law of destroying th«
validity of the will. The case was briefly as follows:
A man fnade his will in writing, and (hereby devised
ftU his red and personal estate to his wife^ her heirs,
and executors, in trust, to pay his debts and legacies;
and then devised several legacies to his cllildren and
other persons, aind concluded thus : — '' In witness
^Thereof I have to this my last will and testament,
containing nine sheets of paper, and to a duplicate
thereof, to be left in the hands of A. set my seal to
€very sheet thereof; and to the last tif the sakl sheets
* 1 Eq. G. Abr. 409.
(1) It is obTious that thcf word^ * cancelling' is used here only td
signify the manual operation of tearing or destroying the iBstrument
itself, and not the virtual effect of destroying its validity J and in
this sense only is it used in the clause of the statute of Charles,
where its effect of revoking a will is excepted odt of the restrictioa
thereby created. But when the cases speak, «s they sometimes do,
©f the atiimus cancellandi, it is manifest that they use the word as
importing the same as revocandi^ and not merely as the sign or mode
efrmrocattou
v2
394 Revocation of Wills. Chap. II.
my hand and seal ;" which will was properly executed
according; to the statute.
The testator being afterwards desirous of adding
other trustees to his wife^ and to make some altera-
tions in his will^ sent for a scrivener, and gave direc-
tions to prepare a draught of instructions for another
will, which the scrivener did accordingly, and the tes-
tator read it over and approved of it, and set his hand
to it; and, thinking he had now made a new will, he
pulled out of his pocket his first will, and tore off the
seals from the first eight sheets, which the scrivener
seeing, asked him what he was doing? "Why,"
says he, " I am cancelling my first will." '' Pray,"
says the scrivener, ". hold your hand ; the other will is
not perfected ; it will not pass your real estate, for
want of being executed pursuant to the statute of
frauds and perjuries;" to which the testator replied,
^' I am sorry for that ;" and immediately desisted from
tearing off any more of the seals ; and soon afterwards
died without having done any thing further to per-
fect the second will, or to cancel the first. After his
death, on application to the spiritual court by the wife,
who was made executrix to the second will, it was
sentenced to be a good will as to the personal estate,
and she was admitted to prove it.
On a bill brought by the legatees against the wife,
and other trustees, to have a specific performance of
the trust in the first will, and that the estate might be
sold pursuant to the directions of that will, it was in-
flbted that the first will was revoked either by making
the second, or by tearing off the seals from the first ;
but the Lord Chanceflor held, that the subsequent w31
could be no revocation as to the real estate, notbeipg
Sect. 12. Cancelling. 385
ts
executed according to the statute of frauds, and
that as to tearing off the seals from the first eight
sheets^ that not being done animo cancelkndi, was
no revocation; bat because the spiritual court had
sentenced the second will to be a good will of the
personal estate, his Lordship also held it good to that
extent, and that such legatees of personalties in the
first will as are left out in the second, must lose
their legacies ; but as to such as had legacies by
the first will charged on the real estate, if the same
legacies were devised them by the second will, that
they should continue chargeable on the real estate ;
provided such legacies were not increased or enlarged
by the second will ; for though the second will was
not sufficient in itself to charge the real estate, yet
since the real estate remained well devised by tlie first
will, they should be still secured by that real estate ;
for they were not devised out of laud like a rent, but
only secured by land, which before was well devised ;
but as to the new absolute personal legacies devised
by the last will, they should be chargeable only on the.
personal estate ; and should have the preference in
being first paid out of the personal estate, before the
other legacies in the first will charged upon the real
estate, because they had several funds out of which
they might be paid — ^the personal legacies in the last
will out of the personal estate, which was well devised
by that will ; and the legacies charged or secured upon
the real estate, which was devised by the first will, out
of the real estate.
In the cases last produced tlic mere mechanical act WhateW-
of tearmg is shewn to be equivocal, and to yield to admissible
the inference of an intention not to revoke arising mine the
from other circumstances. Parol evidence, therefore, Lnd wurt*
t4
B^ocattoti of ^,
^y W and seal ;" ^Viicb ^tU ^^^^^,, of ^^
Jcordlng to the statute. _^ .^ ^,.^,^e^^ ^^
The testator being aft«t.' "•f^:tTveve-^^J^.
other trustees to his .Vfe, .. hee^ ^, ,.e ^^^^^^
tions iu his wiU, sent for ,„ve Pj ^^^ ,^^t e ^^^
tions to prepare a dra- . , >' ^J^^ istab^V^^f^^^ed by
Will, .vhich the scnv ,, ic''^^^^ to be ^eje .,
talor read it over ^ ^^''''^^i of ^^^ ^^f co^tt*
toit;and,tbir .<^ »»? "^^etal t^'^*^^" d t^ ^'^^
pulled out of ,..^ .0 tbe ^ .,,,tentio«' ^^^cted b«t
seals from y '^"'^^rifct *<» "7 \,ecn P^\ orao
i'^^^ b»t that, .^f ^ol ^^^^'^ccoinP^i^^!?
seeing,
says'
sav
n
^o<
toca*'^ '"*^ .^ to ca»^--' . ^ ye* " ,-
\^« a *^S*» *° ^o case baB J j^ie
. s**e« » ^rtde»t' ^ , A sceto to ir»
..«» Ot W^ "^^
^^ ^^^ J Kifos^*^ Are ottt^' ,.1 anrt
Cancelling. 327
Uh his hands^ rumpled it together^
' -e, but it fell off. M. W. took
>cket. The te&tator did not
ued to have ;somc suspicion
^\ hat she \v;as at^ to which she
iisNvcr. The testator afterwards
souid not be bis will, and bid her
which she replied^ '^ So I wijl^ when
made another ;" but afterwards, upon fCr
. /enquiries^ slie said she had destroyed it. .
The testaitor afterwards told another person that hj$
bad destj'oyed his will ; that he should make no otli,er
until he had seen his brother J. M. and desired the
person to tell his brother §o, and that he wanted to
see hira. He afterwards wrote to his brother, saying,
" I have destroyed the will which I majlc ; for upon
fierious consideration I was not easy in my mind about
the will ;'' and desired him to come down, saying, '^ If
1 die intestate, it will cause uneasiness." The testa^
tor however died \yithout making another will. The
Jury, with the concurrence of the Judge, though^
this a sufficient revocation of the will ; in which opi-
nion |jord Chief Justice I)e Grey and the whole court,
upon a motion for a new trial, concurred ; the Chief
Justice observing, that this case fell within two of the
specific acts described by the statute of ffauds ;• — it was
))oth a burning and a tearing ; and that throwing the
Villi on the fire >vith an intent to burn it, though it
(2) Tearing is a sufTicicnt revocation Trithin the statute without
cancelUng by tearing off the seal, if the act be accompanied by any
(Circumstance demonstrative of the intent to revoke. See Bibb op
4^01. of Mole V, Thomas^ Blackst. I^p. lO^S.
• S23
Revocation of Wills.
Chap. II.
vrR% very slightly singed only, and fell off, was suflS-
cient within the statute.
A cancel-
led will U
not neces-
•arily re-
Tived by
thede-
straction
of a snb-
stitaled
wilL
It has been observed in a former part of this trea-
tise, in commenting upon the caseof Onyons-D.Tyrer,
that the cancelling is an act not necessarily operating
as the revocation of a will ; it is a circumstance pre-
sumptively indicating and expressing the intention,
and presumptively also the execution of that inten-
tion ; but it may be explained away by particular cir-
cumstances. In Onyons v, Tyrer the act of cancelling
was in some sort merely conditional ; it was for the
purpose of making way for another disposition, and
only for that purpose ; and that disposition being never
legally effectuated, the act of tearing the first will
being unaccompanied with any absolute intention of
revocation, was held to be inoperative. But where
the act of cancelling has not such immediate reference
to another disposition by a new will, but is done npon
grounds of absolute dissatisfaction with the will al-
ready made, the first will shall not be revived by the
cancelling or destroying of a second.
If indeed the first will could be revived, after hav-
ing been deliberately cancelled and its efficacy de-
stroyed, by the cancelling of a subsequent will, as well
might a will de novo be made by courts of justice for
a party deceased, out of mere facts and conjectures.
There is a gieat and manifest difference between per-
mitting the act of cancelling to be qualified by refer-
ence to the accompanying facts, which may shew it to
bave been, done prospectively and in subserviency to
a fresh testamentary disposition, and permitting proof
of altered intention inferred from the cancelling of a
second will^ to re-establish the prior will after it has
2
Sect. 12. Cancellifig. 389
been once deliberately and unconditionally cancelled.
This would be a republication by implication^ which
we have the authority of Lord C. J. Parker*^ after-
wards Lord Macclesfield, for saying, cannot be done
since the statute of frauds.
The case of Burtensbaw v, Gilbert' will exemplify
the observation just above made. There the testator^
in 1759, duly executed his last will and testament, and
also a duplicate thereof, but at the same time declared
that it was not a will to his mind, and that he should
alter it. In 1761 he made another will, which was
also duly executed ; the devises in which were different
from those in the will of 1759; and at the end of it
there was a declaration bv which he revoked all for-
mer wills. After executing the latter will, the testator
took one part of the old will in his hands, tore off the
name and seal ; and directed the person who had made
the new will, to cut off the names of the witnesses to
the old one, which he did in the testator's presence.
The testator at the same time said that a duplicate of
the former will was in the hands Df W. a devisee
therein. He then delivered the new will to the person
that made it, requesting him to take it away with him
to his house, and keep it, for reasons which he men-
tioned. Afterwards a principal devisee in both of
these wills died ; soon after which the testator sent for
the last will, and in 1762 that will was returned to him.
The testator before his death, sent for his attorney to
make a new will, but became senseless before he ar-
rived. On his death, one part of the will of 1759^
and also the will of 1761, were found together in a
paper^ both cancelledr The other part of the will of •
' Com, SS5- ! Cowp. 49.
330 fievocalion of Wills. Chap. IL
1759 was found uncancelled in the tcstator*8 room^
among other deeds and papers : how it came there did
not appear (3) ; but W., a devisee therein, was in the
house when the searches were made. The question
was, whether the testator died intestate or not ; thai
is, whether the wiJl of 1759 was revoked ? And it was
held that the will of 1759 was revoked ; first by the
new will of 1761, which was a complete, legal, and
effectual will ; and would have revoked the former,
whether it had been cancelled or not, because at the
end of it there was a declaration revoking all former
wiHs ; secondly, because the testator had actually caiiT
' celled the will of 1759,
4
¥ ^ ^u^ This case also confirms the dictum of Sir Thomas
|or makes
^"P****^^**' Powis, at the end of the case of Onyons v. Tyrer',
^h^" ?*' ^^^^ ^^ ^ ^^^ having duplicates of his will, cancels
oftheother one of such duplicates with the intention of destroy*
i* destroy- , * ^
^d. ing his will, this is a good revocation of the wholt
will.
' 1 p. \yins. 345,
Of the pre. (3) la a yery recent case ia chancery it was held, that where a
tfumption
from find- testator cancels the part in his custody, the strong legal presnmpt
eefled^a^d* ^'^" ^* *^*' ^^* duplicate in the possession of another was not meant
an uncan- to preyail — That if both are in the possession of the testator, the
one cancelled, and the other uncancelled, the presumption of re-
Tocation still holds; but it has less strength. — ^That if both are in
the testator'ff possession^ the one oHered and cancelled, the other
in statu qup priu;, the presumption against the operatire existence
of either may still remaip, but with a strength yet inore diminished.
It seems to have been the doctrine of that case that either of thes0
predicaments is enough to constitute a prima facie case for the heir,
so as to throw the burthen of proof on the doTisee, who b to enf
counter the presomption by evidence of contrary intentipni see
PenbertoH v. Pemhertjn^ 13 Vez* jun. 2^
Sect. 13. Alteration and Eraswe. ^31
In Burtenshaw v, Gilbert the first will was can-
celled ; but it has been decided^ that where a second
viQ is made^ the first remaining uncancelled^ and af-
terwards the second will is cancelled, the first is in
force as a good will at the testator's death. Thus in
Goodright v. Glazier^ where a testator, having made a
will of lands, and afterwards given the same lands to
the same person by another will, omitted to cancel the
former, but before his death cancelled the Ifiiter, and
both were found in his custody at his decease, the
second cancelled, the first uncancelled, the first will
was held to be eflfectual ; the court observing *^ that a
will is ambulatory till the death of the testator : if he
lets it stand till he dies, it is his will ; if he does not suffer
it so to do, it.is not his will. Here, though the testa-
tor made two wills, yet the second will never operated ;
for it was only intentional, and the testator changed ^
his intention ; and cancelled the second so that it had'
no eflect : it was indeed no will at all, being cancelled
before his death : then the former^ which w^9 nevef
cancelled, stood as his will/'
Section XIII.
^teratiqji and Erasure.
A WILL is not revoked by filteration or erasure
beyond the particular object of such alteration or
erasure ; though this seems to have been a poin^
f 4 Burr. 251^. an^ see the ^^o\ 44 Ass. pi. 36.
332 * Itevoeation t>f Wills. Chap. II.
never precisely in judgment before the case of Lar-
king V. Larkins^ which was lately decided in the Court
P*5^""*^« of Common Pleas *. We must be careful, however,
in the ef- ' '
feet of ai- not to coufound erasure with alteration: since the
teratipn
and mere latter, if it consists in making any new gift ordispo-
alteration gitioD, is to that extent another devise, and will clearly
being a .
fresh exer- require the will to be re-executed accordinir to the
ciseofthe m
disposing Statute. The case of Larkins v. Larkins, was in effect
power 1*0- jf „
qoires the aS foUoWS :
win to be
ra-ezecDt-
eflwtto^^ William Larkins by his last will, duly executed,
tile altera- devised hifi lauds in M. to his brother, John Pascall
tion, if of '
freehold Larkins^ Samuel Enderby the younger, of Alder-
cscaie. ^^
raanbury, in the city of London, Esquire, and George
Smith, of Lincoln's Inn, in the county of Middle-
sex, Esquire, their heirs ^and assigns, upon trust; to
sell the same lands for the purposes in the will men*
tioned. He also gave the residue of his estate andef^
ftcts to the same persons, and. appointed them hii
executors and the guardians of his daughters. After
this will was executed, the testator, with his own
band, made the following alterations : in the first de-
vise to the three trustees, the words '' the younger"
and " George Smith, of Lincoln's Inn, in the coun-
ty of Middlesex, Esquire/' were struck out by a pen
drawn through them : in the bequest of the residue,
the words '' the younger" and " George Smith, their
heirs, executors," were struck out ; but over the
words ''heirs, executors," was written the word
^'stet;" in the clause appointing guardians, the
words "the younger" and "George Smith/' were
struck out; and, lastly, in the clause appointing exe-
cutors, the words "the younger" and "George
Sinith," were struck out. The testator never in any
* BBos. et Pull. Id.
Sect. IS. Alteration tmd Erasure. S33
manner re-executed or re-published bis ivill after
making the above-mentioned alterations. And the
question was^ whether the devise of the real estate
to be sold was revoked^. by the testator's having
struck out the name of George Smithy one of the
trustees^ after the execution of the wilL
The ground upon which it was contended that it
was revoked was mainly this, that after devising the
same estate to two persons, by revoking that devise
as to one, the testator had necessarily altered the es-
tate of the other by enlarging it ; and that if it could
operate at all, it must operate as a n&w gift ; for
whatever alters either the quantity or quality of the
estate of the devisee must be considered as a new de-
vise. This position, however, in which the strength
of the argument for the total revocation consisted,
was positively denied by the court ; by whom it was
observed, that in a court of law the trustees must be
considered as joint tenants in fee; that whatever al-
teration in ihe interest of the other trustee was ere- •
ated by this erasure, it was an alteration not arising
from a new gift, but merely from a revocation. But
Mr. Justice Chambre put the point thus : the devi-
sees being joint-tenants, are seised per my et per tout;
but if one joint-tenant die in the life-time of the tes-
tator, the other joint-tenant takes the whole of the
estate, though it never vested in him during the life
of the testator ; the reason of which is that the origi-
nal devise is stifficient to pass the whole interest (2).
(^) See Page v.Ftoge, 3 P. Wm9.480. Man v. Mao, tStiange,
(K)5. Mr. Justice Chambre seems to hare put the decision of this
case upon its safe ground, viz. that the will was not altered by the
^nrar^ as it waa made to cany ao aore thanit was origioallj
334 Revocation <ff Wills. Cukf: IL
Had this been the case of a tenancy in common^ upon
the erasure of one name^ the remaining two woold
take no more than the two-thirds of the estate (3)^
An erasure of k part of a will, therefbre, do^^s not
necessarily operate as a revocation of the ^tbole.
And it is always to be recollected that the statute of
frauds gave no new or positive efficacy to these sym-
bolical modfes of revoking sL will, but left them upon
the same footing as they stood at common law^
Short on the demise of Gastrell v. ftnith, which
* SeeCarthew. 81.
framed to carry, since each joint- tenant takes the whole estate.
But it would be a very ditferent case If ab crastire addOd tc tHo
quantity of interest carried by the will : as, sifppose the words ^ f<ff
and during his life,' after a gift by a testator of alk hb freehold
estate to B«, to be erased, thus converting an estate for life, iato^
fee. And even if the erasure only change the quality of the estate,
it would seem to be a fresh exercise of the disposing power^ and
to require a fresh execution ; as, if after a gift to two and their
heirs, the words * ecpially to be divided bettrcen theto' were to
be struck out, this would not be merely a revocation but an altered
ilevise.
(3) Where a devise is to several as tenants in common, aadone
dies in the life-time of the testator, the devise to him becomes
lapsed, Bag^vell v. Dry, i P. Wms. 700. and Page r. Piige, 469.
But if a testator devise to A. B. and C. as tenants iu common, and
«£ the time of the devise only C. is living, although G. will not taks
the whole estate^ yet there is no lapse^ properly speaking, of the
shares intended for A. and B. ; but they pass w ith the residue, or
go as if they had not been mentioned. If, however, the devise be
to a class of persons, generally, as to ti e sisters of T.H., and oolf
one out of several was living at the time of the devise, who snif i^M
.the testator, auch nurviYor becomes intitled to tli« whole* I>^
and Stewart v. Shoffieldj 13 Eu^ 636.
St:GT. 13. Alteration arid EraiUre. 335
was determined a few years ago in the Co&rt of
King's Bench ^, was the case of an erasure of tlie.
name of one of the trustees^ accompanied by the
additional fact of the substitution of others in his
place. There a testator devised lands to two trustees^
in trust for certain purposes^ by a will duly executed
and attested ; and he afterwards struck out the name
of one of those trustees and inserted the names of
two others. The will was not afterwards republished,
but the court held that his intent appearing to be
only to revoke, by the substitution of another good
devise to other trustees, as such new devise could not
take effect for want of the due execution of such
altered will under the statute, it should not operate
as a revocation ; or, at most, it oould only operate as
a revocation pro tan to, as to the trustee whose name
was obliterated. Here it was said, in support of the
revocation, that the insertion of the two new trus-
tees in the room of the one whose name was obli*
terated, distinguished this case materially from those
of Larkins v. Larkins, and Humphries v, Taylor'';
because it manifested the devisor's intent^ that the
remaining old trustee should not take alone.
But the court observed, that the facts of the case
plainly shewed that the testator had no object but to
change his trustees ; and it would be unreasonable
when he had not by any thing he had done indicated
a disposition to dispose of his lands to different pur-
poses from those declared by his will, to infer that he
designed that his will should become inoperative, and
so to let in his heir at law by what he did, rather than
. to conclude, that he thought he had by the alterations
• 4 East, 419.
^ 6 Bac. Abr. tU. WiUf and Test. 363. Edit/ Gwyllim.
336 Revocation of Wills. ChapH.
introduced made a valid disposition of his est&te to
the new trustees, and had no design to alter his will
except so far as such obFiteration and alteration coutd
effectuate that purpose, by substituting the persons
wliose names he interlined in the stead of him whose
name was struck out. If, then, the testator meant
no revocation but by means of that, which he through
mistake supposed to be a valid disposition to others,
and had.no intention to revoke by the obliteration
he has made, but by an effectual substitution meant
to be made of others in the room of him whose name
was so obliterated, the case must be governed by that
of Onyons v. Tyrcr.
But supposing the obliteration of the name of the
one trustee to have revoked the devise as to him, slill
the heir would not be let in, for it might be still cod;
tended that the effect of the obUteration in this case
was at most to revoke only the devise to that trustee^
whose name was struck out ; and, therefore, givinj 'o
that' obliteration its full effect, it would still leave
the devise to the other trustee in full force, and com-
petent to sustain all the trusts of the will in exclu-
sion of the heir at law.
Section XIV.
Mistake.
PAROL and exb*in8ic evidence to control an ex-
press revocation, or to effectuate an alleged inten-
tion to revoke, not manifeeted by any act of ^ tes-
SscT. 14. Mistake. 387
tator^ ought not^ in general^ to be received; and
the difference is very plain between the admission
of such evidence to contradict what is expressed^
or establish what has no support from any other
indications^ and its admission for the purpose of
explaining^ by accompanying acts or declarations,
some outward sign of a revoking intention, equivocal
in its nature, as the acts of cancelling, obliterating,
and tearing, above considered. But even express re-
vocations have been permitted to be controuled by
collateral evidence, when that evidence has been fur-
nished by the instrument itself, as where the reasons
given by the testator for the revocation of a former
will are professedly founded upon a mistaken appre- Whmm
bension of facts. Campbell if. French^ is a case of press^y'^^
this sort ; which though decided in a Court of Equity, d«r an^ob-
proceeded upon a principle of common law. There appreSlSl
the testator by his will gave legacies to A. and B, de- ficts^^the
scribing them as grandchildren of C. and their resi- fST*****"
dence to be in America ; and by a codicil he revoked
these legacies, giving asareasofi, that the legatees were
dead; but the supposition as to that fact being errone^
ous, the legatees were held to be entitled under the will,
upon proof of identity (1 ). But where a testatrix by
" 3 Vez. Jun. 321.
(1) The case mentioned by Cicero^ ia his Treatise de Oratore,
lib. 1. c. 38* has been often cited, and relied on^ as a sort of autho*
nty ID our Courts, more especially in those where the ci?ii law is
taken as a guide, for admitting eyidence of this mistake of facts to
affect the Talidity of a testamentary disposition. We are to ob-
serre, howe? er, that in that case the error was occasioned by paU
pable misfepresentatipn, and that such misrepresentation was the im«
mediate and sole impelling motive with the testator for altering his
338 . ^ Revocation of Wills. Chap, lli
codicil gave to A. the legacy which she had given by
her will to the children of B. prefacing such altera-
tion thus, '' As I know not whether any of them are
alive, and if they are well provided for," though they
were in fact living> A. was nevertheless held to be en-
titled, the words above cited being construed to mean
that if they were living they were well provided fon
The mi*- . But before such express revocation can.be vacated
should ap- iipon such grouuds, it ought, I conceive, to appear
in that very distinctly, that the mistaken feels were the impel-
wfaich con- *f •/ IT
stitnted Hnfi^ motivcs (2) to the revocation ; and it must be re-
tlie impel- O V / >
ling mo- membered, that in the Attorney Greneral v. Lloyd^
tivetothe •••»,., , ii**
revocation Lord Hardwickc observed, that '^ it is a very nice
thing to say that because the reason a man gives for his
devise is false, that therefore his devise shall feil, and
how far that will extend I cannot say/' The case of
*» 3 Atk. 552.
wiU. ^^ What cause (says Cicero) could be more important, than
Oiat of the soldier, whose death beiDg announced at home bj t
false messenger from the army, the father, trusting^ the report,
made another his heir, and died." There was also anothet qnestion,
arising upon that case, on the principles of the citU law, viz. whe-
ther a son could be disinherited of his patrimony, (for by that law
he had an inchoate sort of property in his father's effects), whom the
fkther had neither appointed heir by his testament, nor disinherited
by name ? And this last reason seems to hare been alone objection
enough, as the will was by such omission what the civil law deno-
minated ** testamentum inofficiosum." But the error as to the fact
seems also to hare been considered as a good ground of objectioo
by Cicero. See also James v, Greares, 5 P. Wms. 270.
(9) If a man gires a legacy to his wife by the description of his
chaste wife, evidence of her incontinence is not admissible. And if a
testator, out of lore and affection to a child, supposing it to be his
Sect. 14. MiBtake. 9S&
the Attorney General v, Lloyd^ was shortly as fol-^
lows:-r-J. M. hy his will, dated February the 8th,
1734, gave particular lands, and his personal estate to
be laid out in lands, to charitable uses, and by a codi*
cil, dated July 13, 1736, declared that if by the mort-
main act the estates could not pass to those uses, he
gaye them to M . B. and hie heirs. By a second codi-
cil of the 17th of March, 173&-7, reciting that he had
been advised that the devise of his lands was void^
gave his personalty to the same charitable uses, and
his real estate to M. B. The mortmain act passed. in
1736, and the testator died the 8th February, 1737.
The advice upon which the testator professed to pro-
ceed, appeared not to be wiell founded; for it had been
decided in Ashburnham v. Bradshaw'', by the certified
opinion of all the Judges^ that a devise of lands to
charitable uses, made before the statute of mortmain,
notwithstanding the testator survived the statute,
passed the lands.
But Lord Hardwicke reasoned thus, on the princi-
pal case : '^ That the testator was so advised, was a
fact, in his own Knowledge, aud he.gi*ounded the de-
vise in the codicil upon this advice, and not upon the
*2 Atk. 36. and see the cases in note 1. Ed. Saund.
* £zcept Denton J. who was in ill health.
own, had giren it a legacy, .and it turns out tha the child was not
his own ; in such a case, according to the opinion of Lord Alranley,
in Kennell o. Abbott, the legacy would not be revoked by the mis-
take. Bat where a legacy was giren to a person under a particular
character, which he had fals.ely assumed, and whicji alone could be
m
supposed to be the motive to the bounty ; as, 3¥.hei;e a woman gave 9.
legacy to a man in . the character of her husband, whom she de-
acribed as such, but who at the time of the marriage-ceremony with
lier, had a wife liTidg, the legacy failed. Kennell v. Abbott, 4 Yej^
Jan. 80^.
S40 Revocation of Wills. Chap. II.
reality of the law; for, however that might turn
out, he might be anxious to quiet a doubtful question^
and to prevent its being litigated after his deaths by
settling it upon some certain foundation.'* But the
principal reason which weighed with his Lordship
was^ that he doubted whether the new disposition by
the codicil was put singly upon the point of law^ the
words of which were^ '^It being my intention that the
charity should be continued^ and being advised my
personal estate can be given^ I do, therefore, by this
codicil, give my personal estate to the charitable uses
before-mentioned; and I do hereby give my real es-
tate to M. B." A case was made for the opinion of
the Judges of the King*s Bench, and that Court cer-
tified in favour of the devise of the real estate by the
codicil.
Section XV.
Accident and Surprise.
THERE may be something also in the circum-
stance of a testator's being prevented by surprise, or
even by a sudden accident^ when coupled with other
particulars in his situation indicating the probability
of an intended revocation, which may be allowed to
operate a revocation of his will. Wells v. Wilson \
determined at the Cockpit in 1756, on appeal from
the West Indies, lends support to this supposition ;
which case was as follows :
; Cit#d by Sir Geo. Baj^ i0 Sh^hvd 9. Shepherd.
3
Sect. 15, Accident and Surprise. 341
A. wrote his will on one side of a sheet of paper^
but neither signed nor sealed it. On the other skle
he wrote another will^ and signed and sealed it.
They appeared to he hoth written at the same time^
though it seemed impossible to determine which had
been written first. There was a trifling diflference.
He had provided for the infant then in ventre sa
mere^ and who afterwards was born in his life-time.
Sometime after this A. died^ leaving his wife ensient
with a child which was afterwards born. The ques-
tion was, whether the will was thereby revoked^ as
the posthumous child was entirely unprovided for.
Evidence was produced to shew that in his roost
serious moments he had declared that he had made
no will^ but was resolved to do so on the first oppor-
tunity^ mentioning that the situation of his family
required such precaution.
While he was in this state of mind^ he had the
misfortune to receive his deatii wound by a fall from
his horse^ and in the short interval between the fall
and his deaths his thoughts were employed on the
making of his will ; and accordingly he sent for a
professional person ; but losing his senses and dying
soon after^ the paper was all that was found. The
great doubt with the court was^ whether the will was
prior or posterior to the paper written on the back
of it. And in order to come at this^ they adjourned
the case for six months^ that they might enquire
further as to that fact. But this enquiry was fruit-
less ; and therefore the Court directed that it should
stand for argument on its particular circumstances.
And at length, the Lords of the Council, upon a view
of the whole matter, and the co-operating argument
of a child's being then unprovided for, set aside the
$4^
Aevdcation of WillM, Ciikv. It
ivill. The decision did not turn upon the naked fkct
of the birth of a child unprovided for, but upon that
and the frequent declarations of the testator ; the
state of his mind; and his repeatedly declared in^
terition in the interval between the faU and his
detftb.'*
Thft is the manner in ivhich the judgment in that
ckse is accounted for by the learned Judge of the
Prerogative Court, in Shepherd v. Shepherd. He
seems, however, to have omitted that circumstance
in the ^ase, without adverting to which, the pro«
priety of admitting the evidence of declared inten**
tion, seems palpably open to the objections arising
from the statute of frauds, viz. the suddenness of the
accident^ which was a surprise upon those intentions
80 natural under the circumstances of the testator's
family to have existed in his mind, and which afforded a
fblindation for the reception of that testimony, which,
without such a foundation, has always been rejected
by the better opinions. A case of this sort is men-
tioned in the first volume of Roll's Abridgment\ A.
made his will, according to the statute, and afterwards
revoked it by parol, and then declared his intention
to alter it when he came to D., • but before he could
come to D. ^s murdered ; the will was held to be
revoked.
*614.
Sect. 16. Wills under Powers. 343
Section XVL
Of the Revocation of Wills made under Powers.
IN a former part of this Treatise, where the exe^
cution of wills was under consideration, that part of
ihe subject was viewed in its connection with wills
made under, and in execution of, powers : it seems
important also to consider how the law in respect to
revocations applies to this description of wills.
It appears to be a general, established, point, that ^q"^^
the instrument by which a power is directed to be ^y T*",
•^ * works by
executed, must have the requisites which specifically ^* '^'^\
^ X ^ according
belong to its nature, and proper constitution, and Athena-
be attended also by all the train of incidents which qualities of
such an
legally accompany it*. Upon this principle it is that iMtru-
a will made in execution of a power, is, to all intents,
a will: it is ambulatory and incomplete till deaths
and alterable and revocable by cancellation, or any
of the methods whereby a will, in the strictest and
most absolute sense, is so affected. It is also equally
clear, that if an appointee under a power executed
by will, die before the appointer, the interest under
the appointment fails by lapse, as in the ordinary
cases.
This rule is universal. It extends to a will of copy- ^^ >" ^^-
^ -^ spect to a
hold, which] though not considered as the act by wiiiofco-
which the estate is transferred, (that beins: the ope- though'not
, o 1 properly
ration of the surrender), is nevertheless in its own the act by
which the
nature specifically a will, though in its instrumentary estate is
trans-
ferred.
• 2 Frecm. 61.
8M Jteiyocatwn o^ WtUs. Chap. 11.
operation it is only directory of the uses of the snr-
tender. Thus, if a copyholder surrenders to the use
of his will, and then makes his will in favour of A.
and survives him, the benefit is gone ; for, as a will,
the appointing instrument is inefficacious till the
death of the appointer, and if the appointee is not
then in existence, the gift cannot take place \
it cannot be doubted, that an appointee under a
power must claim according to the nature.of the iii«
Btrumetit by which the power, is directed to be eze*
cuted. Thus, if a power is given by deed to appoint
lands by will, and the person to whom the power is
given makes his will accordingly, and gives the lands
to A. and his issue, which words in a deed convey
only an estate for life to the grantee, thotigh the de-
visee takes properly under the power ; yet, because the
appointment is by will, the words are construed to con*
vey an estate tail. So, it is conceived, if it were '^ to
A. for ever," the estate vtonld be construed a fee sim*
pie for the same reason.
Upon the same grounds, such an appointment by
will, in execution of a power, is held io be re«
vocable^; and therefore, though, where a power is
executed by deed, unless a power of revocation is
reserved by the deed, (and such fresh reservation
of power to revoke- may be made toties quoties,) the
appointment cannot be revoked (1), yet if it be
^ See the great case of the Duke of Marlborough v. Lord Go*
dolphin, 2 Vez. 61.
"" 2 Tez. 77. S. C. ibid. 610. and see Robinson o. Hardcastle,
t Bro. C. C. 30. Reid v, Shergold, 10 Vez. Jon. 370.
(1) Hatcher o. Curtis^ % Freem. 61. Sach appointment bj
Sect. 16. • WUh under Powers. 345
executed by vvill no such fresh power of revocation
need be reserved*'; the nature of the instrument sup-
plies it.
By the case of Cotter v. Layer*, which has been
already cited to shew that a covenant entered into
for valuable consideration amounts to a conveyance
in Courts of equity, and is therefore, in those Courts,
held a revocation of a will, it also appears that, where
the will works as an appointment under a power,
it is equally revoked in equity by such executory
contract under seal. In that case, though the will
was made in execution of a power by a married
woman, who cannot in strictness make a will at all, (2)
and the conveyance was only in fieri, yet the first in-
strument was adjudged to be revoked by the second.
Lord Hardwicke decided the case of Oke v. Heath,
' Hatcher v. Curtis, 2 Freem. 61. and see 1 Vez. 139. 1 Bro.
C.C. 533. aBro.C.C. 319.
• 2 P. Wm«. 6«4.
p^^'i^^ mm m
deed cannot be reroked without a fresh reserration of a power in
the executing instrument for that purpose, though the original
deed should expressly authorize such future revocations, as was
acyttdged in the leading case of Hele r. Bond, Prec. in Ch. 474.
(2) It is true, nevertheless, that if a married woman, with the
consent of her husband, make a will, the same must be proved in
the Ecclesiastical Court, Mariot v. Kinsman, Cro. Car. 219. and
the will of a femme covert cannot be given in evidence until it has
been proved in the Spiritual Court; see Jenkin v* Whitehouse^
Bvr- 431. and Stone r. Forsyth, JDoug. 707. where liord Mansfield
says, if the Ecclesiastical Court will not grant probate, the proper
course is to appeal to the delegates. Mr. Douglas in note (f 150)
ib. observes, that the regular course in cases like this, is for the Spi-
ritual Court not to give probate of the will, but administration witii
the will, as a testamentary paper, annexfid.-^^-See Ros9 v* Ewer,
3 Atk. 160. and note (1) by M. Sanders.
S46 Revocation of Wills. ' Chap. 11.
agreeably to this doctrine^ declaring that the foanda-
tion of his opinion was^ that wherever such a power
to appoint is given to a married woman^ which she
executes by will^ it is subject to all the qualities of a
will. She haSj said his Lordship^ executed her power
by will^ and called it so throughout. The whole frame
is testamentary. And although this arises out of her
power to make a will^ and it is a general notion of
law as to powers^ that any one taking under the di-
rections of the wiU^ takes under the power in the
same manner as if their names were inserted there ;
yet they must take according to the nature of the
power and instrument taken together. And in an-
. other placed Lord Hard wicke is more explanatory on
this particular point, where he says^ that the mean-
ing of persons taking under the power, as if their
names had been inserted in the power, is, that they
shall take in the same manner^ as if the power and
instrument executing the power had been incorpo-
rated in one instrument : they shall take as if all that
Avas in the instrument executing had been expressed
in that giving the power. So it is, said his Lordship,
in the appointment of uses. If a feoffment is
executed to such uses as one shall appoint by will ;
when the \Vill is made, it is clear that the ap-
pointee is in by the feoffment ; but he has nothing
from the time of the execution of the feoffment,
so as to vest the estate in him. The estate will
vest in him according to the» nature of the act
done, and the appointment of the use from the time
of the testator's death. This, therefore, is not a
relation so as to make things vest from the time of
the creation of the power, but according to the time
of the act executing the power \
* 2 Vez. 78.
^ And see Venderzee v. Aclom> 4 Vez. Jon. 771*
("347 )
Suction XYII.
Subsequent Marriage, and Children.
AMONG implied revocations, and, as such, not
fidling within the statute of frauds, is that which is
produced by a subsequent marriage and the birth of
a child or children, on which point the case of Lugg
v.hugg (1), is said to have been the first affirmative
decision. The point was said to have been after- 2*S?u
wiurds doubted, but was at length recognised as a JJ***^^e
rule of law* though it received no adjudication as ^j,^{^®[^
to real estate till the case of Christopher v. Chris- '"P^i*^ ^^-
*■ vocation as
topher was determined in the Court of Exchequer ;j|j" of *
in 177 P. It appears from the report in Ambler, of MofperiM>*
**^ * ^ nal estate.
Parsons v. Lanoe, that Lord Hardwicke entertained
doubts as to the applicability of this rule to real es*
tates, but it has since been carried to that extent,
if that could be said to be extending the rule which
was no enlargement of its principle; for there seems
to be no foundation for saying, that the presump-
tion on which it grounds itself is less applicable to
one description of estate than another (2).
* Broivn v. Thompson^ 3 Eq. Ca. Abr. 413. Parsons v, La«
noe, 1 Vez. 189. Ambl. 557.
^ See 4 Burr. <21 71. 2182. Dougl. 35.
(1) 2Salk. 592. 1 Lord Raym. 441. by the delegates, amon^
whom was Lord Chief Justice Treby.
(2) It appears that the rule under consideration was borrowed Orinn and
eradttala-*
from the civU law^ and incorporated into our law, with some hesi-
348 Sevocation of Wills. Chap. II.
J^i^ The general rule was admitted in Brady^ lessee of
doctrine in Norris t?/ Cubitt ^ the Chief Justice at the same
respect to
the admifl- time observiniT that in his recollection there was no
extrinsic case in which marriage^ and the birth of a child^ had
to rebnt been held to raise an implied revocation^ where there
sump^ii.' had not been a disposition of the whole estate (3).
In the last-mentioned case^ Lord Mansfield expressed
great doubt whether the circumstances of the case
were such as would raise the presumption^ the testa*
tor havings in contemplation of his marriage^ settled
800/. a year upon his intended wife ; so that he Dot
only contemplated the change in his situation to take
* Dongl. 31.
p^w»*«w^-^ni
^pti«s ^ tatioo, and by very gradual adoption. Lord Kenyon has remarked
the rue. that a reiy able lawyer, Mr. Justice Penrott, dissented from the
deciiien in Christopher 9. Qiristopher, lest the statute of liraids
should be thereby repealed, and haTing a jealousy of introducsiqg
the ciTil law, he resbted the force of those arguments which found
their way to the other Judges who determined that case. But his
Lordship added, he was glad those Judges did OTsr-rule his opi-
nion, because no person could wish that his family should be put
into such a situation as to be deprited of aU pravision, and Aat the
secondary objects of his bounty should be preferred tp his iimundi
ate children. 6 T. R. 58.
HHiether ^3) Lord Mansfield's doctrine does not appear to hare been
tius dispo- acted upon, and yet many difficulties must follow a difereat con-
tiie^wbol struction of the rule, for if it is applicable to cases, where the mar*
estate ii riage and birth ef a child were not preceded by a total disposition,
to groand it must either depend upon a fluctuating consideration of what was
**** ■PP'j" enough for the family in each case ; or, if every partial disposition,
the rule, howerer small, . is to be revoked by these events, then it must
rest upon this proposition, viz. that every man who marries, and
has issue, must necessarily mean all he has in the world to become
theirs.
Sect. 17. Subsequent Marriage. 349
place after his will, but actually provided for it, as
to his wife, by his will, and his Lordship appears to
have considered the rule as flexible to the particular
circumstances of each case, and standing only on' a
presumption of fact, which, like all other presump-
tions of the same kind, might be rebutted by every
sort of evidence. According to this view of the
principle of the rule, the facts of the case were ad-
mitted to furnish a counter inference to the pre-
sumption of the rule, which was made to give way ;
and the will was adjudged upon these grounds, to be
unrevoked by the subsequent marriage, and birth of
a child.
In subsequent cases the rule has been considered xiieprinci-
as standing upon firmer ground than a mere pre- mie ac
sumption of fact. In Doe -t?. Lancashire*, Lord Lo^rdKen.
Kenyon was of opinion that the foundation of the ^°°'
principle was not so much a presumed intention to
alter the will, implied from the circumstances after-
wards happening, as a tacit condition annexed to the
will itself at the time of making it — that the party
does not then intend that it should take effect if there
should be a total change in the situation of his fa^
mily. And Lord Alvanley, in Gibbons v. Caunt*,
expressed a disapprobation of the practice of receiv-
ing parol evidence to rebut the presumption^ which
he seemed to think should be considered as inevit-
ably arising from the subsequent marriage and birth
of a child.
The decision in Christopher v. Christopher^ ^went
* 5 T. R, 49. ! 4 Yez. Jun. 84g,
350 Revocation of Wills. Chap. II.
a little beyond former cases^ not only in carrying the
rule to real estate, but in applying it also to the case
of a second marriage with children^ where there
were no children of the first marriage.
Whether By the case of Gibbons v. Caunt*, it was left a
revoked by qucstion^ and so it still remains^ whether, if a tes-
morcchiid- tator has more children by a first marriage born after
fiwt ma*ri. the date of the will, and bec.oming a widower marries
the wm' again, and has no child by the second wife, the will is re-
wnd^mw- voked. Lord Alvanley, however, observed that there
•ufch'ii''" was not a single argument applying to the feelings
^""* of mankind, that did not apply as much in the case
before him as in the simple one of a subsequent mar*
riage, and the birth of a child.
It wajs held, however, in the well considered case
ex parte the Earl of Ilchester ^ that a second mar*
riage and the birth of children, where tlie wife and
children were provided for by settlement, and there
were childreu by the former marriage, which was be*
fore the will, was a case of exception to the rule i|i
question ; and the will in that case was held not re*
voked. And this decision appears to strengthen
what was observed by Lord Mansfield, in Brady v,
Cubitt, on the testator's having in his contemplation,
at the time of making his will, the provision for his
intended marriage ; and seems to favour the doctrine
of founding the principle of these cases rather upon
presumption from intention, than a fixed and perpia^
nent rule of law.
The Lord Chancellor, in tjie case last adverted
f 4 Yc2 Jan. 840. f 7 Vez. Jun. 348.
Sect. 17. Subsequent Marriage, 351
to, disclaimed the adoption of any general prin-
ciple, and professedly decided the case before
him upon its own particular circumstances. He
thought it better to express his opinion in terms
of exclusive applicability to the case, by declaring
that under all the circumstances belonging to
it, he thought that the appointment was not re-
voked by the subsequent marriage, and birth of
children.
The case of Doe v. Lancashire ^ was that of a VJlli «'..
subsequent marriage, and the birth of a posthumous JJ^*'^^.*^^^^
child : and, the point there was, whether the circum- a posthu-
' ' * moiis child
stance of the child's being born after the death of the operate m
^ 1 1 * rcvoca^
testator, took it out of the rule that marriage and the tioD.
birth of a child are a revocation of a will. The ar-
gument principally relied on against the revocation
was this, viz. that at the death of the testator, and be-
fore the birth of the child, one of the circumstances
which composed a case falling directly within the
rule was wanting; and the decision respecting the
validity of the will, ought then to be made, as if
the question had arisen during the interval between
the death of the testator and the birth of his child ;
for the will could not be valid at the testator's death,
and rendered invalid by subsequent extrinsic circum*
stances. Suppose the child had never been born
alive, and the marriage and pregnancy had been
held to be an implied revocation, all the devises
in the will would then have been revoked in favour
of a person who never came into esse. The great-
est presumption that could be raised from the wife's
pregnancy would be an intention to revoke when
» 5 T.K. 49.
sat RevocoHan tf WUb. Ciap. IL
that there ^his no distinction between k cbild ja ven-
tre aa mere, and one actually born. He wonld add^
he Mid, one to them from 1 Vez. 8S. where in a brnid
given on marriage to raise 90002. for such chiM or
chfldren of the marriage, as shomid he Ikring at the
death of the ftither or mother, a posthampns duld
vrai hdd intitled to take as coming within the descrip-
tion. Upon these reasons the coart gave judgment
fSnr the revocation (7).
MarriHe It sccms, therefore, upon the above-mentioned
and the
birth of a cases to be wen settled that marriage, and the birth
eonear, of a child, are by operation of hiw a revocation of a
^cnti preceding will. And it appears to be with equal cer^
MM*
tiaiieiit^ was by coBftractioa of the lOaad 11 W. 3. c ie.«iititlad
to them: .but iQ the sajno casehe seenis to haro takoa it for gnntcd
that OB a descent the mean profits belong to the intermediate pos-
sessor; for he directed that the profits of the estate deioendid
shottld be accoanted for hj the uncle, only from the birth of the
posthumoBS ohihl. In Co. litt. page SS, b. Lord Coke sayi, ^ If
a man seised of lands in Ise h^th issue ad^iiahter, and dteth^ Ui
irife beiiig ensient with a son, the daughter so weth the grouod, ths
SOB is bom, yet the daughter shall have the corn, because her «•
tate is lawful, and defeated by the act of God*" ^From which it
b to be inferred that Lord Coka did not consider the posthumoti
child as entitled to any mean profits upim a dbfosal. And Lsid
C J. De Grqry in 9 Wib. S36« on a question whether a pesfts-
mons son was actually seised, deaies that the posthumous-son, ia
<hs case of descent, can be entitled^ to any piofits laceif ed bef«rs
Ills birth, and cites 0 H. C, 35. as an authority in poiaC See Mr.
Haigrafte's note to Co. Lit. p. 11, b.
(7) The Court agreed in dbclaimiog any attention to ftedeblar*
ations of 4he husband, because letting in that kind of wtiteos
would be in direct opposition to the statute of fisnds^ which was
passed in order to piaTent any.thing from dependii^ dther on the
niitAka or the peijury of witnesses.
Sect. 17. Subsefuent Marrwge. 955
tuotjr iettkd that both these circvRMtance^inurt hap- "JJJ^^^
pen to produce such a consequence. In Ward v, ^^JJ^ ^
Phillips^ a will was found which gave every thing to J"^*^
the widow. A posthumous child being born, a suit
was instituted in the Eeclesiasticat Court to set aside
the wiH ; and tiie court having decreed against the
will, that decree, on .appeal to the delegates, was
reversed. Dr. Hay, in commenting upon the case
obaerves, that on the side of the first decree it was
directed by Dr. Gal vert, that as marriage alone did
not revoke a bachelor's will, but required the addi-
tional consideration of the birth of a ^hild, the birth
of a child or children was to be taken as the essential
and operative circumstance, and' ought to revoke
a married man's will; and for this construction
he relied on the case of Jackson v. Hurlock, be-
fore Lord Northington '; bat thai case went no
further than to recognize the rule, that marriage
without issue did not revoke a will, which rule,
said Dr. Hay, was before established by many cases ;
but it by no means followed from thence that
the birth of children would afect a married man's
will.
It was further objected, continued ,the learned
Doetof, that in the Roman law, by which we proceed
ia Uiia court, ^e birth of children operated as a revo*
cation of a precedent vrill. This is rightly stated
from the Roman law ; and it is true that the Roman
law in general guides our decrees ; but it guides our
decrees no farther than where it stands uncontra-
dicted by the English law. In the former, children
are considered as having a property in the effects of
the fother ; bat in our law we know of no such things
0
8a3
356 Reoocatum of Witts. Chap. II
and therefore the effect of the birth c^ chikfaren must
be very different (8).
In Shepherd v. Shepherd^ the case was thus:
Shepherd^ the testator^ after some small l^;acie8 to
^ his collateral relations^ made his wife his residuary
legatee. After this will^ his wife was brought to bed
of a daughter in 1763^ upon whose birth the testator
added a codicil to his will, whereby he directed that
the legacies should be paid, and that an annuity of
SOOf. should be secured upon the residuum, and paid
to the daughter.. The codicil and will were found
together. In 1765 another daughter was born ; and
in 1768 a son, who was a posthumous child, the tes-
tator having died about six months before his birth.
These two last children being uaprovided for, a suit
was commenced in equity, . to set aside the will, and
to decree an intestacy. And the question on the case
sent out of Chancery by Lord Camden, for the opi-
nion of Sir George Hay, Judge of the Prerogative
Court, was, whether the subsequent birth of children
was a revocation of the will That learned civilian,
after stating it to be an incontrovertible position set-
tled by an abundance of cases, that marriage alone
will not revoke, held that so the birth of children
alone would not, unless under very special circum-
stances ; and accordingly decreed the probate to the
executor.
Upon the whole, therefore, it appears that the doc-
trine as. expressly laid down in Lugg v. Lugg, before
(8) See Dr. Hay's judgment in Shepherd v. Sh^herd, 5 T. R. 5W
in note.
Sect. 17. SubsequerU Marriage. 857
mentioned as the first of this class of cases, viz. that
where the revocation depends upon the alteration in
the testator's circumstances, it must be a total altera*
tion^ has prevailed through all the subsequent cases.
And that total alteration is made to consist in the
combination of the two facts of marriage and the
birth of a child or children.
But Dr. Hay, in the above-mentioned case seemed
also to think that there might be such a total igno'
ranee in a testator of his real situation as might occa-
sion some doubt; according to the case put by Cicero^
in hiff De Oratore, and which has before been mien-
tioned as applicable to our law on the same subject :
Pater credens filium suum esse mortuum, alteruift
instituit haeredem, filio domo redeunte, hujus institu-
tionis vis est nulla. But it has also b^en befoi^e ob-
served that by the Romin law the children W^re con-
sidered as having a sort of inchoabe pi^perty in th*
effects of the parent. Unless the testator shews fey
the context or expression of his will the existence
of such total mistake or ignorance, or professedly
grounds Iris testamentary disposition upon fkcts which
he can be shewn to have mistaken, it should seem
very strong to say, since the statute of frauds and
perjuries, that any extrinsic evidence can be admitted
to prove the intentions of the testator for the purpose
of overthroioing his will (9). Where the will itself
(9) The ioquiatiTe reader will fin|l the v^/i^fft^4d^i}^ admissi-
bility of eztrinstc ejidence to,coijt»)ul or explai(ii(Wi|Utfua instiji*
meats treated of much^t length- in the iQtr.Q4Mctop^r^|pter t^ ^
treatise on the statute: of ffauf^* «i^^4j^rti^tt1|krl^^f|)tq,fhei£ltef
against mUtakes, in Sect. 4 o( QapteyL , ',^ ^^,^ ^^, ^ ^,'^ ^_ . .
9S8 MeoBehHm «f WUti. C«Ar. n.
coi^led mA the fyets Bktwu the miftaken upprehem^
iibn on which t^e devise hu been gronnded^ the^aae
hJh within the principle of Campbell t>. Fi^mch^
already cited \ And to a caae ao citicwMtaneed per*
haps the principle on lAMh Lord Kenyon seemed m
great part to ground his opinion in Doe v. I^mcft*
shire^ may seem to apply; for there ap{»ear8 to be a
sort of tacit condition annexed to^ or accompanying,
in legal consideration^ such a devise, that if the Acta
were otherwise than apprehended by the testator,
the devise ahouM not stand*
nit pre i^ acase where, afteru man bad made his wiB wliere-
Zrre^oob. ^ ^ ^^^ bequeathed several legacies and appoint*
riTc wHi ^ ^^ ^^ residuary legatee, the wife died leaving
aeveral children, «nd the testator married again and
had one child by his second wife, and ufterwards pe-
lished by sbipwifsd: together with his wife and all hia
children, il was decided by Sir W. Wynne, 4he jud|ge
^ the j^rerc^ative ^sourt, that the will waa not Te-
^Foked.
Aatbe ciroumstanoes of this case were peculiar, and
•many important principles occur in the argument, it
rshall be presented ^iully to the reader (10).
Gemrge Netterwood riuMrUy after his marriage vrith
^ 8 Vss. Jul. atu
to
«
CM) A Mitectii^ b bNm <if tke esse f^^^t v. Nflttsr-
%6ad, fta lb. BfiBi's'fsry tiAnble tiM^n of ftdkeld's iU^erte ;
to Miidiaote 4hB Avtbor b fdadtgtilj indsbttd fcr the sbote
iMMSlit, IlkMqjIh be btt ft pr^
MirieB» iriththsaddMoadf BioyksMMcmba^ku*
hfai llrit wift Blosabedi Imom, miide a wifi nfiMfAj,
ntttt charging ius real estate ivith the paymeat of hia
dehts and legacies^ if hia penonel estate ahould be
deficient^ he gaiFe some pecnniaigF. and spe.dfle lega«
cies, and bequeathed the residne of his personal estate
to Ills wife. He also devised hia real estate to his wtfb
for life^ witfi remainder to one George Netherwped^
and appointed an executor for his effects in England^
and another executor for his effects in the West In-
dies. His wife died leaYing aevend children ; the tes*
tator married her sister and had issue by h^^ one son.
He afterwards embarked for England irom Jamaica^
with his second wife^ herson^ and dl the children by
the f<Nrmer marriage. The ship in which they em-
barked was never afterwards heard of^ and was ad*
mitted to be lost
The win was proved by the esaciiitor in England^
and Irjf the inventory of the property bebnging to the
deceased it appeared to amo<int to about 80001., the •
legacies amounted to rather more than 9001.
The exectttof who proved Ih^.will was afterward*
cited-by the neirt of bin to prave it in mAfimn form,
or to shew cause why it should not be d^clar^d in-
valid.
Sir WiUiwn Soott aad Doctor NichoU on this ooca*
•m argued in supj^ntof .the will. They contended
that in this case it was not revoked by the second ataT'
riage and birth of a child. That although it might be
acbuitted a« a gndcnl [^ad)^ 4hai 4heee «re9|i did
v^vflkc a win on the ffrcMwiption thirt np^o awofc a
<0tal alteration «f his ei^lioPI the testator did not <c<m-
tiane to faste the wme intf »tiofi/ yet that such prer
360 Heooeation of WUU. Chap. II
sumpticw was liable to be repefled by circuoistances ;
and that if it appeared to be his intention that the will
should standi marriage and the birth of a cbild would
not destroy it. They observed that all presumptive
ce vocations were stricti juris^ and must be wholly in*
eoDsistent with the deceased^s intention to dispose of
his property according to his will. That the general
principle of these revocations is^ that where a per*
soi^ has contracted sttch new obligations and relations^
it could iiot be supposed he meant to adhere to his
focmer disposition : that this principle was recognized
by ^1 the cases upon the subject^ and that they all
pcoeeeded upon the ground of a total alteration in
the testator's circumstances : but that if there were
not \a totxA 'alteration^ the implLeation was re-
pelled.
. No, casoj they said^ could be stronger against a re-
vocation than this. . When the deceased was married
he mftde a will by wMch he bequeathed some small l^;a-
cies^ and disposed of- the rest to his wife. This^ they
observed^ might have been in confidence that she would
take care of any drifdren he should have by her.
By the death of the wife the residue became lapsed.
And on his second marriage his fortune would* have
taken the same course in point of substance as if he
had made no will. The few legacies would have be-
longed to the persons to whom they were given^ and
the residue would have been the subject of the statute
of distributions.
They mentioned ' Cases in which it had been held
that this alteration In circumstances did not amount to
a revocation, as, where the will was not of such a des-
cription as to make the court say the testator could not
Sect. 17. Subsequent Marriage. « 361
f
in doty adhere to the disposition whicli he had made.
Such was the case of Brown v. Thompson \ where
it was held that the alteration in circumstances
was not sufficient to amount to a revocation^
for no injury was done to any person^ and those
whom the testator was bound to provide for were taken
care of. That case they contended was the same as
the one in question ; the great bulk would go to the
wife and children^ all the new relations were fully
satisfied^ and there was no probability of the tes-
tator's not intending to adhere to his former dis-
position. In Brady v. Cubitt '"^ it was said by Liord
Mansfield^ " that upon his recollection there. was no
case in which marriage and the birth of a child had
been held to raise an implied revocation where there
had not been a disposition of the whole estate." This
they contended^ although it might not be essential^
was certainly very material. Presumed revocations
might exist where the residue was very small^ but it
was otherwise where a small part only was disposed
of, and the bulk remained. In Thompson v. Shep-
herd^ mentioned in a note to Ambler % it was held
that marriage and having children did not amount
to a revocation of a will made by a widower who had
children. It was not that complete alteration^of cir-
cumstances which implied the revocation of a declared
intention. A case of Calder v. Calder^ lately decided
in the prerogative courts they said^ did not apply^ as
it depended upon its own circumstances^ and there was
no grottn4 to presume that the testator adhered to his
intention. That was the case of a will made by a
widower having no children^ and which had no view to
the rdations of husband and father. The great bulk
I 1 Eq. Ca. ab. 413. - Dougl. 31. » 490.
36S Kevecatitm Qf WUU. Cbat.II.
of his property was left away^ and there were declara*
tions shewing his idea that his property would go to
his wife and children upon a marriage subsequent to
the will ; and the wiU itself was such as would have
involved the family in endless litigation . Every circum-
stance in that case raised the implication that the wOl
should be revoked ; but no such circumstances existed
in the case under consideration ; on the contrary^ eveiy
circumstance repelled the implication. They farther
urged that there would have been a very considerable
provision for the wife and her child ; and that it must be
presumed the testator knew the operation of the will ;
that it disposed of the small legacies according to his
intention ; that the residue would be distributable ac-
cording to law ; and Ihat his property would be ma-
naged by the respective persons in whom he had re*
posed a confidence for the puipose.
Upon another part of the case^ viz. whether^ svp*
posing the wiH revoked^ it was restored by the presutt*
able survivorship of the fether^ the 'advoci^es before*
mentioned observed that^ in cases where the parent and
son perished by the same stroke of deaUi^ and it could
not be ascertained which was the survivor^ tim Roman
law presumed, with certain exceptions^ that ]i the son
had not attained tiie age of puberty, the fttiier rar*
vived ; but if flie son had attained tfiat age> that lie
survived the fttther. This presumption, they said,
arose from the degree of strength supposed to bdottg
to the respective parties. Applying this general nde
of presumption to the present case, tiiey cevitelMted
that the child by the second wife, being only abovt a
year eld, must be taken to have died btfiMre flie
iather.
Sicf. 17. Suh$epieni Marriage. 963
They fiuther stated that^ by the Roman krw^
a triM revoked by the birth of a posthamoas child
4iid not refvive by his deaths because no change
in the fair's intention coidd in that case be presam*
ed ; bnt that it was held otherwise with respect to the
quasi posthnmi^ or those who were bom after the w31
in the testator's life-^time^ on whose death the w31 was
n^tored by the Praetorian law^ as npon a new desif •
nation of intention. That there was no case where
it had been held by the English law^ that nnder these
eircamstances a presomptive revocation did take place.
That the presumption of the law of England^ with
respect to revocations^ was not more strong than the
agntftio sni hieredis^ by the civil law^ nor so strongs
for that was an actual revocation^ and the other only
a presumption liable to be repdled. That by the
PrSBtorkn law it waa held that upon the death of
Ibe i^natas the will was rertored ; and that the re-
moval of the cause in the present case would as
itmn|;ih|f knply a renewal of the first intention^ or ra-
ther racnre strongly^ on account of ^e omission to de«
stn>y the W|I1.
JUnd lastly^ it iras said^ that^ at aU events^ the
testator intended the legacies^ on account of which
akme the ^spate was material^ riiould be carried
into effect; and that the executors whom he had
appointed 'should bave the management of the pro-
peity ; so tibat S the coait upon a presumed intent,
decided against the will, the actual intentbn of the
testator would be defeated.
Doctor Battine and Doctor Swabey on behalf of
the nett of kin msisted on the|^eneral rule tfaat a vriU
36* Revocation of WUle. Chaf. ».
is revoked by mitrriage^ and the birth of a child. They
contended that the change in the testator's situation^
frpmlieing a wido^vef to becoming again a husband
and afathfr^ was sd<^i a tot^l change as to raise the
prea^Qmption thtU; he; did tiot intend the will to stand
;That'it had< been decided by Sir George Hay that
the .ca^es c^ widower, and bachelor were the same.
.That there was np decision that the quantity of pro-
perty would vary the presumption.
«i
1 1
With respect to. the case of Brown v. Thompson,
.they obse^ved^ that it came on first before Sir John
Trevor, Master of the RoIIa, who held that the will
was revoked: that the different opinion afterwards
given by Lotd^Keeper Wright was on account of the
particular Qh*cnaistafices of the case ; and that Mr. Jus-
.tice BuUer/in Doe v. Lancashire^ thought the opinion
of the Master tuf the Rolls better th&n that of the
Lord Keeper. They admitted that thefa was a
dictum of Lord. Mansfield iii the case of Bmdy v. Cu-
bitt^ that a will Was not revoked by marriage and the
birth of a child if it only covered part of the pro-
perty^ but they observed that it was a dictum only.
m
That in Doei v. Lancashire the revocattion !wa9 .'held
to arise from a tacit condition at the jtime of mnking
the ^ill ; and that although there might be some cases
in which a will was allowed to stand from drcum-
stances repelling the presumption, yet nothing was
more dangerous than to let a particular equity arising
from the quantity of the effects operate against a
general rule of law^ as it would introduce a vague
and uncertain method of decision, and it was better
to adhere to a known presumption of law. In Tthis
case, they said the disposition wa» complete by the
Sect. 17. Subsequent Marriage. 36b
mil, both as to the real and penional estate^ and the
testator had not shewn^ since the alteration in his cir-
camstances^ any disposition to adhere to it. And
that though the real estate was not within the juris-
diction of that courts the &ct of its being wholly de-
vised away might afford an argument in favour of
the revocation.
As to the other point, they contended that it was
not to be taken for granted in this case, even accord-
ing to the principle&( of the Roman law, that the child
died first. That the doctrine alluded to went no fur-
ther than to shew that, when a father and son perish
by the same stroke of death, the father is supposed to
survive his infant son. But that it did not appear
that in this case they perished by the same stroke of
death. The ship being cast away was all that was ad-
mitted, and non constitit that they died by shipwreck..
They insisted that the general law being that the will
was revoked, to take the case out of that law, the re-
vival ef the will by the father's surviving must be
shewn by the other side. That, by the Roman
law, if a will was void for the pretermission of a child
who afterwards died, the will was not thereby ren-
dered valid, or if it was revoked by the birth of a
posthumous child, the death of that child did not re-
store it ; and that, in case of a will becoming void by
any subsequent cause, the removal of that cause did
not restore it by the civil law ; though it was other-
wise by the Praetorian law, which was in the nature
of a court of equity, and only prevailed for the sake
of the haeres scriptus, or residuary legatee. That in
this case the residuary legatee being dead, the ground
on which the jus praetorium interposed failed. That
368 Revocation of WiUs. • Chap. II;
existed^ and they contended that, the testator haying
, no wife or children at his death, the tacit condition
(which in Do^t?. Lancashire was considered as the
principle of those cases) might be fiiirly considered
as a condition that the will should not take effect if
the testator should afterwards have a wife and child-
ren who survived him.
' It was further urged by the same advocates, that
all the cases in the courts of common law admitted
. that the doctrine upon that subject was borrowed from
the civil law. That the courts had not adopted all the
minute rules and distinctions of that law, but onlj
some of its general principles : and that there was no
principle better founded on justice than that, if a will
was revoked by the birth of a child, it was revived
' by his death in the life-time of the testator.
Sir William Wynne, in delivering the judgment
of the court, observed, it was clearly the general law
that by marriage and the birth of a child the will be-
came void by implication of law. That he thought it
was a mistaken notion that there was any such distinc-
tion as that mentioned by Ambler''. That the prin-
ciple of the rule was, that the change of circum-
stances founded a presumption that there was a change
intention which might be as strong in favour of in
a second wife and family as a first, and that it did
not seem material whether the will was made by a
widower having children, or by a bachelor. He said
that the more weighty argument was drawn from the
operation of the will under the circumstances which
had happened. That the testator had given legacies
* 4U0. m margin. .See ant6, 361.
Sect. 17. Subsequent Marriage. 369
*
which were not very considerable, and the rest to his
wife. That the gift of the residue became void by
her death, so that if he had left a second wife and
son they would have had their share with the other
children. 'That in Brady v. Cubitt it was said by
Lord Mansfield that there was no case of a revocation
where there was not a total disposition ; intimating
that the ground of revocation was an entire deprivJ^-
tion ; but that, however tUat might be, if there was
an ample portion remaining, after a few legacies to
friends, there was no decision that a will would be
revoked; and that the principles on which the cases
had gone, did not militate against such a will. This
case, however, he said was not exactly similar. The
testator gave the bulk of his property to his wife
early aft^r marriage. She lived for several years,
during which they had several children born. The
birth of those children would not have revoked the
will, and he might have meant to leave them in the
power of their mother. She died, and it was not an
improbable supposition, that he, knowing the effect
of the will, suffered it to remain. There was a
strong ground then to contend that und<5r those cir-
cumstances the case did not fall within the rule laid
down and established for the revocation of wills.
The learned Judge said, he was not aware of the case
of Barrowr. Baxter, in which the court seemed to think
the subsequent death of the child would not make an
alteration ; but he said the point seemed very much
like that which had been a vexata qucslio in those
courts, and brought before the courts of common
law, whether a will which was revoked by another is
set up by the destruction of the second. That there
was a case to that effect before Sir George Lee, of
2b
I
S70 Revocation of Wills. Chap. II.
Hellyer v. Hellyer, in which it was held that the will
being once revoked, remained so, but that there was
an appeal from that judgment to the delegates, which
was never determined by them ; and that the case
of Glazier v. Glazier ^ was directly contrary to
that, it having been there held that the first will
vras good. That in Brady v, Cubitt it was laid
down by Buller J. that implied revocations must de-
pend on the circumstances at the time of the testator's
deaths and that made it material to enquire what
those circumstances were. That the fact was, that
having embarked they all perished. The Roman law
be said, had been entered into, audit clearly appeared
by the Praetorian, which was considered as the latter
Roman law, that the revocation was entire and not
presumptive; and yet the will was held to revive.
With respect to the priority of death, he stated that
it always had appeared to him more fair and reasona-
ble in those unhappy cases, to consider all the par-
ties as dying at the same instant of time, than to
resort to any fanciful supposition of survivorship on
account of the degrees of robustness. Then the tes-
tator at the time of his death had neither wife nor
children, and Duller J. said it was to depend upon
the circumstances at the time of the testator's death ;
and there was no circumstance to raise a presumption
that he intended at that time that the will should be
revoked.
On the first point, the learned Judge declared he
should have great doubt whether the presumed revo-
cation did take place at all.
As to the second, as there were neither wife nor
' 4 Blirr. 2512.
Sjbct. 18. A woman* 8 marriage after will. 37 1
children at the death of the testator^ he was clearly
of opinion that the court ought to pronounce for the
validity of the will.
Section XVIII.
Effect of a womarCs marriage upon her wilL
ALTHOUGH marriage^ and the birth of a child. The mam.
ace of a
must both happen to revoke the will of a man, yet it woman af-
has been settled that a woman's marriage alone will herwiuif
be a revocation or rather countermand of her will, if enough to
she dies in her husband's life-time (1). This was so without
determined in the case of Forse v. Hembling, in a child. ^
Coke's Reports*. It was objected that, although af-
ter the marriage, the wife could not revoke her will,
yet that that was no reason why the marriage should
be a countermand : for, that if a man of sound me-
mory made his wilP and afterwards became non com-
pos mentis, he could not countermand his will, and
yet such his disability was no countermand.
* 4 Rep. 61. a. ^1 And. 181. Godsb. 109.
(1) If a feme sole surrenders to the use of her will, and marries;
her marriage Is a revocation, or at least a suspension of the sur-
render. Ambler, 627.
2b2
i)^ Aeootation of iViUs. Chap. II.
But the Court were unanimous th&t the marriage
And coverture at the time of the deaths was a counter*
mand^ and that for several reasons. IM. Th( inak^
ing of a will is but the inception of it^ and it does not
take effect till the death of the devisor ; but it would
be against the nature of a will to be so absolute that
he who makes it^ being Of good and perfect memory^
cannot countermand it ; and therefore the taking of a
husband^ shall amount to a countermand at law.
But when a man of sound memory makes his will,
and afterwards by the visitation of God, becomes of
unsound memory, (as every man for the most part
before his death is), it would be hard, indeed, if this
act of God fihoukl be a revocation. 9dly, It would
be mischievous to women, if their wilb, after their
marri&ge, were to stand irrevocable. And this they
intiust be, unless the marriage were a revocation, for
the law will neither allow a will to be made or revoked
by a feme covert^ because both might then be done by
the constraint and coercion of the husband.
Whether, jt was Said by Manwood, in Plowden's Commen-
it she be- -^ '
comes du- tarics^ that if a feme sole makes her will the 1st day
covert ''
again, and of May, and gives land thereby, and afterwards oa
dies a wi- ./ o ^
dow, the the 10th day of May she takes husband, who dies oa
will is iv» • •' ■'
vived? the 20th day of May, and the woman dies on the 30tb,
the devise is good; for it could not take effect until
her death, at which time she was discovert, as she was
at the time of making her will ; and the intermarriage
should not countermand that which was of no effect
in the life-time of tlie husband. Which proposition
was not denied. And it is observable that in the
* Plowd, 343.
Sect. 18. A woman* $ marriage after toilL 373
*
above-mentioned case of Forse v. Hembling, where
this position of Serjeant Manwood is cited, no disap-o
probation of it was intimated by the court ; and the
judgment in that case is expressly grounded not only
on the marriage of the testatrix^ but also on the cir-
camstance of her dying covert baron. Though
in Cotter v. Layer^ it was said by Lord ChancelkNT
King^ without any qualification^ that a woman's mar'*
riage alone was a revocation of her will^ yet that
opinion being grounded entirely on Forse v. Hemb-
ling, does not carry the doctrine further.
It seems to have been held^ how^ever, in Mrs.
Lewis's case% that a will made by a woman before
marriage is so totally revoked by her marriage that it
cannot revive on the subsequent death of her hus-
band And it is to be observed, that though in Doe
V. Staple'', none of the Judges pronounced a decided
opinion on the point whether a will by a feme sole,
revoked by her subsequent marriage,, would have its
validity restored to it by the wife's surviving her hus-
band, yet the language used by Lord Kenyon, is ra-
ther on the negative side; for his Lordship's words
are, that '^ the will of a woman made before coverture
ceases to be her will afterwards ; because it is of the
essence of a will that it should be valid during the re-
Tnainder of the testator's life. Therefore, generally
speaking, the will of a woman ceases to have any ope-
ration after she becomes covert." That learned Judge
does not say V during coverture," nor does he add,
"'if she dies during coverture;" but his words ex-
press tiie proposition in as unqualified a sense as those
* 2 P. Wms. 524. see also 2 Bl. Comm. 499;
* 4 Burn. fiod. Law, C. 47. ' « T. R. 684.
374 Revocation of Wills. Cakv. II.
of Lord Chancellor King. And^ in the reason which
he gives for the revocation is comprehended a nega-
tion of any such revival of the will by the death of
the husband ; for if it be of the essence of the instru-
ment that it should be always valid^ (and it is not va-
lid during the coverture^ as has been before shewn,
because not revocable) then it should seem to follow
as a clear consequence, that what destroys the essence
must be a total destruction of the thing itself, so as to
leave it no potential existence.
The counsel in Mrs. Lewis's case, which was be-
fore the delegates, cited many authorities from the ci-
vil law to shew, that among the Romans, if a man
made his will, and was afterwards taken captive, such
will revived and became again in force, by the testa-
tor's repossessing his liberty. But this was answered
by adverting to the difference between a voluntary act,
and an act of compulsion. And the will was adjudged
not to be good. So that the weight of authority, and
perhaps of principle, seems to be against holding the
will of the feme sole, revoked by her subsequent mar-
riage, to be restored to its operation by the wife's
surviving her husband.
A married It has been sometimes considered doubtful whether
woman
may exe- a powcr givcu to a feme sole was not suspended by
power her marriage^ ; but the law seems now to be under-
given to ,
her while stood US settled, that a feme covert may execute a
exercised powcr givcu to her while sole. However, where an
nulinri^e. agreement before marriage vras entered into, that a
settlement should be made of the vrife's estate, reserv-
ing to her a power of disposing of it by will ; and be-
' 3 Bro. P. C. 908. Ridi o. BBanmont.
Sect. 19 Wills of personal Estate. 375
fore the marriage she devised it in favour of the in- And if it u
^ exercised
tended husband, who survived her. the will was ne- ^^^
' ' marriace^
vertheless held to be revoked. For the agreement ttwmbc
revoked
was for an authority to be exercised during the mar- ^y^«
riage, and therefore could have no operation m pre-
venting the consequence of law, with respect to what
was done before the marriage*.
Section XIX.
Of the revocation of wills of personal Estate.
A REMARKABLE case which happened in Lord
Nottingham's time is said to have given rise to the
clause in the statute for invalidating unwritten revo-
cations of wills of personal estate.
m
Mr. Cole at an advanced age married a young wo- Case said
man who did not conduct herself with propriety. Af- veo rise xq
1 • « 1 1 •11 th<^ clause
ter his death she set up a nuncupative %vill, said to in the stA-
have been made in extremis, by which the whole es- c3. for'**
tate was given to her in opposition to a written will Inwiittcn
made three years before the testator's death, giving S^m of
S0002. to charitable uses. The nuncupation was ^!^^
proved by nine, witnesses. Upon the appeal to the ^^^
delegates from the sentence of the prerogative Court
in favour of the written will, Mrs. Cole offered to go
to a trial at law in a feigned action, submitting to be
^ See Doe v. Staple, 2 T. R. 684. and see the same point ruled
in Equity, in Hodgson v. Lloyd, S Bro, C. R. 534.
376 Revocation of Wills. C«ap. II
i bound by the result. Upon the trial at the bar of the
Court of King's Bencb^ it appeared that most of the
witnesses for the nuncupation were perjured^ and
that Mrs. Cdie was ^ilty of subornation. She then
applied for a commission of review^ which was re-
fjased; and upon that occasion Lord Nottingham
said^ ^' I hope to see^ one day, a law that bo written
will shall be revoked but by writing.**'
The statute of 29 Car. 3. c. 3. s. 23\ is express, that
no will in writing concerning anygoods or chattels, or
personal estate^ shall be repealed, nor shall any clause,
devise, or bequest therein, be altered or changed by
any words, or will by word of mouth only, except
the same be in the life of the testator committed to
writing, and after the writing thereof read to the tes-
tator, and allowed by him, and proved to be so dene
by three witnesses at least (1). These points were
in question in the case which took place in the pre-
rogative Court in the will of Mr. Wright, of
' Chelsea, which some little time ago excited mnch
general attention. Mr. Wright died on the ISth
February 1814, having on the 5th of August 1800
made his will appointing Lady Wilson and the Right
Honourable Charles Abbott executors^ and bequeath-
ing to the former the residue of his property, after
payment of his debts and some specific I^^acies. The
allegation offered pleaded that the deceased as the
* See Matthews v. Warner, 4 Vez. Jud* 196, note (a).
* 39 Car. % c. 3. s. 23.
^^^i^B^.^^i^-B^^^«M^Hk^i^^^^fc.^^.*M^NiMaBMSMArfh^MAiUa^kA.
(1) But it is not made necsMaiy that sach revocation by parol,
when committed to writiiif , flhenldiie signed or atteated.
Sect. 19. Wills ^/ personal Estate. 377
11th of February^ two days only before his deaths be-
ing very ill, addressed himself to two or three persons
who were with him^ and declared his intention to give
a certain sum out of the money which he had invested in
the bank to . The words used by him on this occa-
sion were reduced into writing on the 15th of March^
after his deaths and attested by the persons in whose
presence they were uttered. The admission of this
allegation to proof was opposed on the ground that
the statute 29th Car. 2. by the clause above cited^ re-
quired that no will in writing concerning any per-
sonal estate should be repealed, nor any clause, devise
or bequest therein be altered or changed^ by any words,
or will by word of mouth only, except the same be in
the life of the testator committed to writing, and after
the writing thereof read to the testator and allowed by
him^ and proved by three witnesses as aforesaid.
From the facts stated in the allcgatioji it appeared
that the money in the bank was included in the resi-
duary clause ; and the judge observed that it was clear
that as the money in the bank was included in the
Will, the effect of the nuncupative codicil would be to
alter the will in that respect. That the act oh ac-
count of its general objects ought to be strictly con-
strued and enforced. That it was imperative upon
the court, and left it no discretion. That as to the
case of Brown v. Manby in 1770 which ^ had been
cited^ the words were there pleaded to have been
written in the lifetime of the deceased, and with his
privity^ and therefore it was possible the requisites of
the Act might appear on proof to have been complied
with, but that in the present case it was clear from
the facts pleaded that they were tlot The court*
accordingly pronounced for the wiU.
378 Hevocation of Wilts. Chap. 11.
But where a man by will in writing devised the re-
sidue of his personal estate to his wife^ and upon her
dying in his life-time made another disposition of the
residue by a nuncupative codicil, in respect to which
the requisites of the Act regarding nuncupative wills
were complied Avith, this was resolved to be good, for
by tlie death of the wife the devise of the residue was
totally void, and the codicil was no alteration of the
former will, but a new will for the residue *".
pe^emust \^ there must be a manifestation of a clear and
be clear
evidence gcrious intention to make an actual disposition for
of present *^
intention any Writing to operate as a testamentary act, so to
ate the re- rcvokc or alter a prior complete testamentary dis-
vocation. i •
position, at least an equal indication of the disposing
mind will be required. And this appears from a case
recently decided in the Prerogative Court*, which, as
it marks with some precision the degree of evidence
which that court requires to establish the operative
intention, shall be stated fiiUy. The question was,
whether certain alterations made in a paper purport-
ing to be instructions for the will of Sir S. S. Bart,
after the will prepared from it had been executed,
were operative as codicils, or were merely delibera-
tive as to an intended alteration, to be afterwards
carried into effect.
It appeared that Sir S. S. had duly made his will on
the 2d of March 1810, which was of considerable
length, occupying upwards of fifteen sheets of paper,
and had therein made an ample and detailed disposal of
* 1 Abr. Eq. Ca. 408. and see 4 Bura. EccL L. 203.
* Sitwell and others, by their Guardian, r. Parker. Prerogatire
Court, Doctor's Commons, March 11.
Sect. 19. Wills of personal Estate. 379
his estates and other property. The instructions from
which this will was prepared were contained in a paper
entitled "Heads or Instructions forthe willof SirS.S."
and this paper had been previously left with him for his
perusal and approbation; after which it had been
returned to his solicitor to prepare the will from,
but signed in pencil by the testator^ that it might
operate in case of accidents in the mean time. It
contained^ amongst other bequests^ one of 2000/. to
each of the younger children of F. S. Esq. Sir
S/s brother, the eldest being otherwise provided
for ; but this legacy had been struck through in the
instructions, and was therefore omitted in the more
formal will, in consequence of Sir S.*s expecta-
tions^ as explained by him to the soUcitor, that
the family of Lord C, into which Mr. P. S. had
married^ would provide for his younger children.
After the execution of the will. Sir S. delivered it
into the possession of his solicitor, choosing to retain
the instructions himself, as containing a more ab-
stracted account of the contents of the will, and
therefore more easy of reference than the will itself
in its more precise and formal language. Sir S. died
on the 11th of July, 1811, and a probate was ob-
tained of his will only ; but the paper of instructions
being afterwards discovered in his secretary, was
found to contain an obliteration of a legacy to Mr. G.,
the deceased's steward, with a mark in the margin to
refer to it, and this endorsement on the outside, " If
any legacy includes Mr. G. in this or any other
will or codicil, I revoke it. — S. S. — February,
1811." The pencilled obliteration of the legacy
of 20002. to each of Mr. F.'s children was also crossed
through in ink, as if with an intention of reviving it ;
and the deceased had on the 29th of Marcb^ 181 1
€€
4€
380 Revocation of WUls. Cha?.11.
preceding his deaths signed his name to eajch of the
sheets except the second^ which contained the oblite-
ration of Mr. G.'s legacy. These alterations ap^
peered to have been made since the execution of the
will, and Mr. F. S.'s <rhildren, acting by their fether
OS their guardian^ instituted the present proceeding
as the parties interested^ calling in the probate of the
formal will^ and requiring the executors to take a
new probate of it jointly with the paper of inrtruc-
tions^ as containing together the will of the deceasedp
The evidence in the case fully established the cir**
cumstances stated, and also that the deceased, after
the execution of tlie will, had reason to believe that
the C. family, with whom the children then were,
would not provide for them as he had expected.
This idea was subsequently confirmed by an intinia*
tion which was received from a distinguished mesuber
of the family ; and the deceased in consequence often
expressed to those in his confidence, that he supposed
he must himself provide for the children, or they
would come to distress; and for this reason he
discontinued the advances of money which be oc-
casionally made to his brother, and apprised him
of his intention of providing for his children in-
stead. He was also proved to have declared that he
should see his attorney at races, and should
there make an aUeration in his will, but he died he^
for^e that happened.
Under these circumstaxices it was contended, on
the part of the children, that Che deceatsedT, by strBdng
out the former obliteratioii of their legacy, and sign-
ing every sheet <^ the paper except the one con**
Sect. 19. Wills of personal Estate, SSI
taming the obliterated legacy to his steward^ clearly
meant to revive the bequest pursuant to his declared
intention of providing for them ; and that he was
only prevented from giving more complete effect to
that intention by his deaths before he again saw his
attorney^ as was expected.
Sir John NichoU^ after stating the facts of the
case, observed^ that the presumptions were strong
against the paper^ as it had been superseded by the
execution of a more formal instrument ; and the al*
terations themselves^ relied upon in argument as tend-
ing to revive it, were very equivocal. It . was pos-
sible that they might have been intended as opera-
live, but it was equally so that they might be delibe-
rative only : neither point could to a certainty be
ascertained from the present evidence, but it was
merely matter of conjecture ; and the court could
not, upon conjecture alone, pronounce for the altera-
tions in the paper as being intended by the deceased
to have operation. He then entered into an examina-
tion of the circumstances tending to shew quo animo
the alterations were made; and inclined to think
that they were merely deliberative as to an intended
fiiture alteration in his will. The revocation of the
steward's legacy, he observed in particular, was ex-
pressed not only by striking it through, but also by
an endorsement of words, declaratory of his intention
in so doing ; and it was therefore to be supposed, if
he really entertained the same final intention with
respect to the revival of the children's legacy, that
he would have signified it in a similar manner. What
the deceased's intentions really were, it was impossible
now to ascertain ; he might have formed them^ and
even proposed to himself the time and manner of
giving them effect^ and the court could only lament
382 Revocation of Wills. Chap. II.
that he had not made them more apparent ; for with
all the commiseration naturally inspired by the
situation of the children^ it could not^ consistently
vrith its ordinary rules of decision, pronounce for the
alterations in this paper, when the intention with
which they were made wsls not proved to the extent
required by those rules. He therefore felt himself
bound, though very reluctantly, to pronounce against
the paper in question, but directed the costs to be
paid out of the estate.
Shortly after the above case, another on the same
question was determined in the same court, and bj
the same judge, which may be useful in helping the
judgment in questions respecting the effect of altera*
tions of solemn wills. The case was that of Dickin*
son V. Dickinson and others, in which the question
was, whether certain alterations in the will of W. D.
deceased, were made by the testator, or by his direc-
tions, with an intention that they should have legal
operation, or were merely deliberative as to some
future testamentary disposition, intended to be made
by him.
Alterations The Will was duIy cxecuted by the testator in the
in pencil /• •
effectual, presence of three witnesses, whose signatures were
there bcins
sufficient added. The testator gave an annuity of 60/. to the
dispositive tcstator's wifc for life, and his freehold property to
intention. • • < -^i • i • mi.
his two sons, with some pecuniary legacies. Inc
alterations were made in pencil, and consisted in
striking out the wife's annuity of 60/. and substi-
tuting in the place of it 160/. A line was also drawn
through the devise of the freehold property to the
sons, and some other of the legacies were altered.
The will, thus altered, was enclosed in an envelope,
on which was also written in pencil^ " to my wife
Sect. 19. JYiUs of personal Estate. 383
160Z. per annum as long as she continues my widow/'
The sons were dead at ,the time of the alteration.
The judge observed that the alterations were not in-
valid on account of their being written in pencil.
They appeared to have been very deliberately made ;
the figures inserted were also carried out into the
margin^ and the pencil writing on the envelope
seemed to confirm the alterations made in the enclosed.
The papers were deposited in an iron chest by the
testator^ and not kept for revision and completion.
The death was not sudden : the testator had ample
time to make another wil]^ if he had so intended.
Under these circumstances^ the court felt itself called
upon to pronounce for the operative effect of the
alterations.
Implied revocations of wills^ and testaments of per-
sonal estate^ fall in general under the same doctrine^
and are subject to the same principles and rules as
those which have governed the decisions in respect
to property in land. But there are also some dis-
tinct considerations which apply to legacies in par^
ticular.
Where a parent makes provision for a child by 9^*^^^'
his will, and afterwards aives to such child a portion g»cic»by
' ^ * subsequent
in marriage, if a daughter, or pays a sum for esta- advance-
blishing him in the world, if a son, the legacy is held
in general to be adeemed*. But not so if the provi-
sion made in the parent's life-time be not of the same
kind with the legacy*, or be made subject to a con-
tingency^^ or if it be made expressly in satisfaction
• 1 P. Wms. 681. Hartop v. Whitraore.
' 1 Bro. C. C. 425. Grare v. Earl of Salisbury.
' 2 Atk. 491.
S84 Revocation of Wills. Chap. II.
of another claim ', or if the two gifts be upon dif-
2^rob>ct ^^^^"^ t^r^ns *. Where the subject of a specific Ic-
of a speci- gacy IS Withdrawn, the legacy must fail ; but there
fie. legacy ^ o J
is wiA- are many nice, and some, as it should seem, over-
drawn, the
legacy curious distinctions, as to what, to this effect, shall
must faiL
be considered as specific. Where a sum of money
The dift"
tinctions has bccH bequeathed out of a particular fund, it bar,
isipecific for the most part, been considered as a general
iTgenerai l^g^Lcy, or Icgatum in numeratis, so as Xo entitle
?nto*grt»t the legatee, if the testator receive it in his life-time,
subtiety. j^ 1,^^^ jj ^^^ ^^ ^^j ^f ^^^ general effects ^ But
other cases have been decided a different way \
The courts on this subject have run. into such
nicety as to adopt distinctions between a bequest of
a sum of money due on a bond from A. and a be-
quest of such debt generally, holding the legacy
in the former case to be pecuniary, and in the latter
to be specific". And a difference has sometimes
been taken between a voluntary and compulsory
payment of a debt after a bequest of the same;
considering the voluntary payment as not indicating
any change of mind in the testator, and therefore not
an ademption, while the payment procured by compul-
sion has been looked upon as the result of an active step
taken by the testator in derogation of his own gift": But
this distinction has been denied in other cases (2).
* 3 Bro. C. C. 192. * Id. Ibid.
* 1 P. Wms. 777. SaTile v. Blacket, 4 Bac. Abr. 355.
' 2Fonbl.367. note (+).
■ 2 P. Wras. 330. Rider v. Wager, and n. 1. and see 2 Bro. C.C.
111. 1 Eq. C. Ab. 302. " 2 P. Wms. 330. n. 1.
(2) 4 Bac. Abr. 355. n. (b), and see the note in Scrjt. WHliains's
edition of the cases in the time of Lord Talbot, p. 228. to tiie case
Sect. 19. Wtlla of persm^l Estate. 385
A conversion or specific alteration of the thing
bequeathed^ as making a raw material^ after giving
it by vrillj into a manufactured article^ seems to be a
clear practical revocation "*. Though by the Civil Law
it was competent for a man after he had changed the
subject of a specific legacy^ to declare by his conduct
that such a change was no ademption : and the case
has been put of a gold chain^ which the testator^
after having bequeathed it by his will, converted
into a cup ; the legacy was not adeemed because
the cup might be restored to its former shape. This
distinction, however, has not been adopted by our
law ; and Lord Thurlow has declared it to be con-
trary to common sense to say that, after a legacy has
been extinguished, the testator may by his conduct
revive it ' (3).
* 2 Bro. C. C. 1 10. " Ibid.
of Partridge v. Partridge ; but see 2 Vez. Jan. 640. Coleman o.
Ccleinaii, where this distinction has been admitted as a strong cir-
cumstance ^rom which to gather the intention, though not as an
absolute or decisive ground.
(3) If the words of Lord Thurlow are correctly reported, his
criticism on the distinction seems not to have been just. Ilis rea-
son was grounded on the supposed absurdity of holding a legacy
which was extinguished, to be revhed by the conduct of the tes-
tator; but the rale of the cirii law did not admit the legacy to
ha?e been esUingaisbed.
S c
(386)
Section XX.
Satisfaction in Equity.
I SHALL here add a few words oh the equitable
doctrine of satisfaction^ as having an affinity with my
present subject^ without presuming to enter at large
into the consideration of the cases^ which would
greatly multiply my labour without much profit to
the reader.
oftiiodis- This word satisfaction^ from its frequent and too
tinctmean- , . .' *• . i
ingiofthe vaguc auoption m courts of equity^ seems to have
factum aud introduced no small confusion of ideas^ and I venture
^e!"^ to question whether jt is often used with technical
precision. By considering what ft is not, we shall
perhaps be soonest conducted to the true apprehen-
sion of what it really is. Lord Thurlow declared
himself to have met with continual disappointment in
his attempts to establish a broad and useful distinc-
tion between cases of satisfaction and peiformance.
Since, however, we arc forbidden to treat these tenns
as synonymous, by the rules of constru(;tion which
have separated them in application, we must not be
discouraged, even by his Lordship's disappointment,
from attempting an approach at least to some practi-
cal grounds of discrimination.
To the class of cases called cases of performance,
as far as the decisions appear to have gone, those
seem properly to belong, wherein a man being under
3
Sect. 20. Satisfaction in Equity. 387
a covenant to do something which is to take effect
after his deaths does an act in his life-time, or leaves ,
a consequence to arise after his death, which virtu-
ally includes, or {«, in substance, the thing intend-
ed. Thus in Blandy v. Widmore ', where a man co-
venanted to leave his wife 6201, and died intestate^
and the wife's distributive share came to more than
620Z. ; and in Wilcocks v. Wilcocks*, in which a
man on his marriage covenanted to buy lands to the
value of 200Z. per annum, and to . settle them by
way of strict settlement, and afterwards purchased
lands of that value, but made no settlement, and
died, and left the purchased lands to descend to his
eldest son, the eventual benefit in both these cases
operated as a presumed per/brmanee, and not as a sa-
tisfactian of the engagement*. It is true, that in
Wilcocks V, Wilcocks, the eldest son took by the
event a fee simple instead of an estate in tail, but he
was not the person to take an objection on that
ground ; and Sir Joseph' Jekyll, in observing upon
this case', declares his opinion, that if the eldest
son had aliened the fee, and died without issue, the
second son could not have recovered the estate by
virtue of the settlement ; which observation, if just,
furnishes a strong distinction between a case of per-
formance and a case of satisfiatction ; for as a satis-
faction, it is Very clear it could have only bound
those ( 1 ) by whom the benefit was felt *.
• I P. Wms. 323. * 2 Yern. 558.
• Lee V. Cox, 3 Atk. 419.
• 3 P. W^ms. 225.
' Vide Wilson v. Pigott, 2 Vez. Jan. 355.
(I) The reporter, Indeed, adds a query, whether, if the eldest
•oa bad died l>efore the next term, so as that he could not hat^
3c3
^ Revocation of Wills: Cjsai. U.
In eases of thU class^ though the intention may not
}iB manifested in expression, yet if no contrary
grounds of inference exists the thing intended or en-
gaged to be done being in effect performed^ the pre-
Bumption against double portions or provisions pre-
Tbere may vails ^. It scems; indeed^ that if the effect of the
tf^ro^ ^hing be partly performed^ such partial performance
*"^* fulfils the obligation pro tanto in equity : thus where
a sum of 30^0002. was covenanted by a roan, on his
marriage, to be laid out in land to be settled on him-
self for life, vrit^i remainder to his first and other sods
in tail^ and the covenanter died^ having laid out onlj
a small part of that sum on the purchase of some
]and^ vrhich he left tadescend to his eldest son, liord
Talbot decreed it a performance pro tantq '. So also
the rule seems to be, that where a man covenants to
Construe- do an act> and he does that which may be converted
live per*
fbimance into a performance of his covenant, he cdialt he pre-
by ft coUa>
teniftct. «umed in equity to have done it with th^t intea-
tion. Thus where '^ one covenanted by his marriage
settlement with the trustees to pay to them two se-
veral sums^ amounting to ^00(M. to ))e If»d oat ia l%Dd,
to be settf ed to (he uses of the fnarringe, and did
Hot pay the same^ but after having purchased an
estate for 2150/. died intestate, without having B«de
any settlement of such estate, though it was strongly
coatendedj that as the husband had covenanted to
' Vide Weylaad v. Weylaod, 2 Atk. On. Prince v. Stobbing,
2 Vez. Jun. 400*
' Lechmere v. the Earl of Carlisle, 3 P« Wms. tt7.
^ Snowden v, Snowden, 3 P. Wms. 327. in Nods.
suffered a recovery, the second son ought thsn to hare beenbinsd
of hb chance under the setflement.
Sect. 20. Satisfaction in Equity. SSO^
pay the money to the trustees, he could scarcely
mean a performance when he purchased land him-
self, yet his Honour declared, after admitting that
if the case had been res integra, he should have
thought the reasoning made use of entitled to great
consideration, that the case was within the principle
of Lechmere v, the Earl of Carlisle.
But it seems a settled rule, that to constitute a iTie con.
performance, the eventual benefit must correspond perform-
in time with the period at which the stipulated bene- corres-
fit was to take place : thus where a testator being Sme wuh
under a bond to leave 3001. to be paid in one month laudlTene-
aft:er his death, bequeathed a legacy of 500L to be ^**
paid in six months, this was held to be no perform-
ance*.
The true reason of the difficulty which has been
so often confessed, of separating cases of perform-
ance from cases of satisfaction^ seems to have arisen
from the want of annexing a just idea to the word
satisfactiony which is, in truth, a term of loose and
general signification, according to the use which has
been always made of it in the courts of equity ; and
has been adopted popularly to express the final and
substantial effect, as well of cases of performance, as
of cases of election, and cases of ademption or revo-
cation, which are the terms truly expressive of the
distinct means and operations of law, by which the
result described by the word satisfaction is severally
produced. It would, it is conceived, be very difficult, if
not impossible, to suggest an example of a pure cas#
* Haynes o. Mico^ 1 Bro. 1^9. and see Richardson v, £lpliin«
stone, 2 Yez. Jon. 464. See Garthshose v. ChaUe| 10 Vez.
Jan. 1.
1
390 Revocation of Wills. Chap. IL
of satisfaction^ if we treat the term as having an ex-
clusive and appropriate sense^ and not rather as ge-
nerically comprehending certain specific varieties of
equitable rules and technical consequences.
fiadsfke* Everv case upon a v^rill made by a person under a
genend binding contract^ unless it be considered as an actual
pressing performance^ can only amount to a case of election ;
feet of per*, for how cau a testator by his will forcibly substitute
election, ' another thing in the place of that t^ing which he was
efttion.^^* bound by his contract to perform ; or how can such a
substitutionary disposition have any other operation
than^ by giving a better thing in lieu of the thing con-
tracted for^ to engage and ensure the choice of the
devisee or legatee^ on highly presumable grounds of
preference ? If such a case is termed a case of 8a-
tisfaction, it is because such is the final conse-
quence of an election; for it may be presumed
almost as certain that^ where a greater is proposed
in the place of an inferior benefit^ the condition will
be accepted. In strictness^ therefore^ this is a pure
case of election^ or of satisfaction working by dec-
tion.
Payment is performance. Thus where a legacy is
bequeathed to a creditor^ equal to or exceeding the
amount of the debt^ the debt is considered as meant
to be answered by, or included in, the gift. This is
therefore a satisfaction by performance (2).
Where a man, having granted a benefit or provision
by a voluntary and revocable instrument, by a subse-
(2) Vid. post. Cap. V.Scct. 5. wher6 thb rule of presumpdonii
more largely considered.
Sect. 20. Satisfaction in Equity. 391
qu€nt instrument makes an advancement of some other
bounty^ or gratuity^ by way of provision^ to the same
object {3), and the circumstances of the case warrant
the inference that the second provision was meant to
take place of the firsts this is not properly a case of
satisfaction. A satisfaction it idtimateljf may be^ but
the true operation of it is to revoke or adeem the, le-
gacy. Neither is the term satisfaction expressive^ in
any other sense than as a discharge^ of its ultimate
effect in equity^ since a smaller sum given in the life*
time may^ under circumstances^ annul a greater pro-
vision by wilP.
But if a legacy of a larger sum can be wholly set
aside by the substitution of a less^ this canirot be called
a performance^ still less a satisfaction hy performance,
and less still a satisfaction hy election ; but there seems
to be no impropriety or confusion of terms in calling
it a satisfaction^ (meaning only thereby a discharge),
by revocation or ademption. And this phrase is the
more appropriate, because it is certainly not in strict-
ness of legal language an ademption or revocation
simply : it is a satisfaction working byway o/* revoca-
tion ; for in truth it operates as a revocation on a prin-
ciple of equitable presumption ^
It does not redound much to the accuracy of a
science to multiply terms, and apply different rules to
* Vide Hartop v. Whitmore, 1 P. Wms. 680. ShudaU v. JekjU,
Alk.517. Rosewell v. Bennett, 3 Atk. 77.
' Vide Ellison v. Cookson, 1 Vez. Jun. 100.
(3) Vid. post. Cap. V. Sect. 1. where the doctrines of equity on
the sabject of double portions is considered more at large.
SdS Revocation of WiU$. CsiP. II.
tbert^ Tfithoiit first distinguishing between the differ-
ent idess td be implied by those terms :* and, there-
fdre^ nntil the word ' satisfketion' has a more appro-
priate and exclusive sense^ it will only pei*plex
the subject to talk of cases of satis&ction as dis-
tinguished from cases of performance^ cases of dec-
tioit, and cases of revocation. The idea which is
meant to be cc»fiveyed by satisfaction, simply used^ is
neither desbriptive of cas^s of performance, cases of
election, nor cases of revocation. It is not descriptive
of performance^ because it is not used to signify the
identical^ or substantial^ or virtual effectuation of the
thing contracted to be done^ but the substitution of
ohe thing for another. And as there are only two
sorts of cases, wherein a substUution can take place,
Yit, where the thing to be done is voluntary^ and
where it is obligatory or resting in contract^ in the
former of which cases the satisfaction operates by
revocation^ in the other^ by putting the ^rty bene-
fited to his electionj the Jinai consequence oitfy of each
o^ertltion is propeHy expressed by th^ word tati^'
thn.
( S98 )
CHAP. III.
REPUBLICATION OF WILLS.
Section I.
Tlie Doctrine of early Decisions.
After the statutes S3 and 34 Hen, 8. the coarts
of justice were frequently divided on the validity of
parol republications of v^ills of lands ; and it appears
that> in opposition to the clear senise of those statutes^
the Savour with which all testamentak*y dispositibnt
were regarded, sometiities gave the effect of a repub-
licatibti to slight and unconsidered expressions, tn
the case of Beckford v. Pamecott*^ which was de-
termined in the 37th yeat- of Elizabeth^ a man
seised of lands in A. devised the same to B. and C. and
appointed them his executrixes^ and then purchased
other lands in A.^ and being requested to sell the lands
which he had lately purchased^ refused so to do^ say-
ing, '^ No, they shall go with my other lands in A. to
my executrixes ;" and afterwards being sick, the will
was read to faim^ without his making any observation ;
but in a codicil^ which he annexed, he gave legacies
of ^o'ods td other persons on his death. Upon a ques-
tion being made, whether by these words spoken to a
•tranger, the will was republished, so as to make the
* Cro. £1. 493.
394 Republication of WUls. Chap. III.
new purchased lands pass ; Penner, Clinch, and Pop-
ham held them to amount to a new publication \1).
In Fuller v. Fuller (2), which took place much about
the same time with that of Beckford v. Parnecott,
where the devise was to the testator's son Richard^
and the heirs of his body ; which Richard afterwards
died in the life-time of th6 testator^ and the testator
said^ ^^ My will is^ that the sons of Richard^ my de-
ceased son^ shall have the land devised to their hther,
as they should have had if their fiither had livedo
and died after me/' Popham and Fenner held^ that
this was a new publication to carry the land to Rich-
ard's son, but Gawdy and Clinch were of a contrary
opinion.
The point of republication was also frequently in
agitation after the statute of 29 Car. 3. c. 3. and there
are early decisions of great laxity on the subject, not-
withstanding the provisions of that statute. Thus, in
Cotton V. Cotton \ which was before the Court of
Chancery in the year after the passing of the statute
*• Freem. 264. 2Ch. Rep. 138.
(1) According to the report in Mod. 404. Gaudy J. doubted.
Dyer, 143 a.inarg. pi. 55. cites S. C. as adjudged, and says, the main
reason given by Fenner was, that the annexing of the codicil
amounted to a new publication.
(2) Cro. El. 423. In Mod. 353. where the same case is report-
ed, the reporter adds a query, and says, the reason given for the
difference in opinion was, because the last publication was not in
writing ; but the others thought there was enough before in writ-
ing, to pass the land to the issues ; though there they were to take
by descent, but, under the republication, by purchase. The better
opinion appears clearly to haye been that of Gawdy and Clinch,
according to the analogy of all the best cases.
Sect. 1. Doctrine of early Deeisions. 395
of frauds, A. being seised of several lands in D. made
his will, devising his lands in D. and all other his lands
and tenements whatsoever unto his wife, and after- :
wards purchased other lands, and then discoursing
with B., B. desired him to let him have those newly
purchased lands at the rate at which he bought them ;
and the testator answered, " No," for that he had made •
his will and settled his estate, and he intended that his'
wife should have his whole estate ; the court inclined
strongly to hold this a new publication, and particu-
larly with respect to the lands ; and that it was not
material that the words should have been expressed
animo testandi, for that must necessarily be intended
when the discourse had particular reference to the
will. By the report of the same case in Chancery
Reports, it appears that the point of republication
was referred by the Court of Chancery to a trial at
law, at which a special verdict, by the direction of
Lord Chief Justice North, was found, and on a so-
lemn argument before all the Judges of C. B. they
unanimously gave Judgment for the devisee against
the heir at law.
About forty years afterwards it was held by Lord Whether
there can
Macclesfield, when he sat as Chief in the King's be auy im-
Bench, that since the statute of Charles, there could puWica-
not be an implied republication of a will of lands, wiu, since
even by the execution of a codicil referring thereto, of^fraad».
but that the will must be re-executed (3). At a trial
at bar before his Lordship and the other Judges of the
(3) That a will may be republished by the testator^s repeating
upon it the ceremonies required by the statute, 'vid. Herbert v, Tar-
bal, 1 Sid. 162* 1 Keb. 589.
396 Republkalion of WtUs. Cvlkt, III.
King's Bench, the facts of the case appeared to be
these. The Earl of Bath*, by his Trill dated October
the Uth, 1684, duly executed, took notice that his
lands were settled upon his sons Charles and John, in
tail male, and then devised in these words : In case
ray sons shall have no issue male, then, for the pre-
servation of my name and family, I devise my said
lands unto my brother B. G. and the heirs male of his
body issuing. B. G. died in the life-time of the tes-
tatOTj having issue George then Lord Lansdown, by
which the devise to B. G. in tail male llipsed. On the
ISth of August, 1701, the testator sent for seven per-
sons and slLid, " I sent for you to be witnessed to my
will/' sometimes varying his phrase, and saying, *^ to be
witnesses to the republication of my will ;** and then
took a codicil, dfeited 15th August^ 1701, in one band
and the will in the other, and said, this is my will
whereby I have fettled my estate, and I publish this
codicil as fiart thereof ; and then signed the codicil,
(which lay upon the table with the will) in the presence
of tbe witnesses, who subscribed it in his presence.
By the codicil^ he devised in these words :
^'Whereas, I heretofore made my will, dated llth
October, 1684, which I do not intend wholly to re-
voke, but in regard to the many accidents and alte-
rations in my family and estate, I, by this codicil,
which I appoint to be taken as part of my will, de-
vise as follows;'' and then devised divers manors, Ac.
to his son Charles and his heirs, and 100/. per annum
to his nephew, then Lord Lansdown, for life. He
then put the will and codicil together in a sheet of
paper, and sealed them up in the presence nf tbe
* Panphrase v. Lord Lansdown, Vin. Abr. tit. Der. (^) 22.
^
SfiOT. 1. Doctrine of early Decisions. $97
mme >vitnesses^ but the will was not unfolded in their
presence^ nor did any of them write their names as
witnesses on or under the will^ or on the same paper,
but to the codicil only. And by Parker, Ch. J. and
by the whole court, this was held no republication ;
for^ since the statute 39 Car. 2. there shall be no re-
publication by implication, but the wUl must be re-
executed, otherwise a devise of lands shall not be
good.
Sir William Lytton*, by his will 23d March, 1700,
devised all his lands to his nephew Lytton Strode
and his heirs^ and directed that he should take the
surname of Lytton : and his personal estate he de-
vised to Dame Russell, his sister^ and Lytton Strode,
and made them his executors. After his will made.
Sir William Lytton purchased the equity of redemp-
tion from the mortgagors in fee, of premises which
♦
were mortgaged to him before he made his will ; and
on the 13th June, 1704, by a codicil attested by
three witnesses, he said, I make this codicil which I
will shall be added to and be part of my last will
which I have formerly made ; and the Lord Chancel-
lor Cowper, assisted by Sir John Trevor, Master of
the Rolls, Lord Chief Justice Trevor, and Mr. Jus-
tice Tracy, on the 16th June, 1706, decreed that
this was not a republication, for, that since the sta-
tute of frauds, there could be no devise of lands by
an implied republication ; for the paper in which a
devise of lands is contained, ought to be re-executed
in the presence of three witnesses.
With respect to the first of these two cases, deter- if senate
mined by Lord Parker and the Judges of the Court ^^^
^ Lyttoa V. Lady FaUd^ad^ Yin* Abr. tit Der. (Z.)
398 Republication of Wills. Chap. III.
his heirs, of King's Bcnch, though the resolation seems to
in the tes- have been grounded upon the rule then adopted^ of
time, the holding the statute of frauds to be inconsistent with
sesTwid^ ^1^ implied republications of wills, and which conse-
Jf^"onhe quently forbad such eflFect to be given to a codicil
^'fgive to vrhich declared no positive intention to republish the
B%*cUim "^ill; yet, according to the principle of the case of
by pnr- Brett 1?. Riffden * above mentioned, and the rule of
chase. . ^ ^ ^
construing a republication of a will not to expand or
alter the sense of its expressions, or the legal effect
of its limitations, but to apply those expressions
and limitations to the existing state of the subjects
and objects of the dispositions at the date of the re-
publication, it does not seem that any other judgment
could have been given, even on the supposition that
the will was republished ; for if a will limits an es-
tate to go by descent, and the person through whom
the descent is to be transmitted dies before the tes-
tator, the devise clearly lapses ; and if such will is
republished, no person can take an estate under it
in any other way, than in that in which the original
limitation was calculated to give it to him : he can-
not take as a purchaser what, according to the ef-
fect bf the limitation, he was designed to take by
Aescent,
The same The principle of this reasoning was recognised
law where
the devise in Sympson V. Hornsby *, the question in which case
tatetoa arosc upou the will of one T. A. who, having a wife
the heirs of and Only two daughters, devised lands in several
succeedwi towus to his wifc, for life, for her jointure ; and,
wor^s after the death of his wife, to his daughter Bridget
,rwitof and the heirs male of her body; and for want of
tncbiviiei*'
* Plowd. 345. and see Hartop's case, Cro. El. 243,
' Free. Ch. 439.
Sjbct. L Doctrine of early Decisions. 399
such issue^ to his daughter Jane for her> life^ and
after her deaths to her first and other sons^ in tail
male successively^ with several remainders over.
Bridget died in her father's life-time^ leaving issue a
son^ whom the grandfather took into his own house^
and expressed much kindness for. Afterwards the
grandfather made a codicil which began thus : '' A
codicil to be annexed to my will." And thereby he
gave some part of a leasehold estate^ (which^ by his
will was given to his daughter Bridget) to her son^
added another trustee for some charities^ and duly
executed the same. And the Lord Chancellor^ after
looking into the books^ said he found it already set-
tled^ that Bridget dying in the life-time of the testa-
tor^ the heirs male of her body could not take by
purchase, for these words, ' heirs male of her body,'
were inserted to express the quantity of the estate ;
though if the thing were res integra^ he thought it
plainly the intention of the testator, that Jane should
not take till there should be a failure of the issue of
Bridget, for this he thought the words for want of
such issue fully imported.
These cases, therefore, contained circumstances
which would have been an answer to the claims set up
under the will on the ground of its being republish-
ed by the codicil, without opposing the doctrine of an
implied republication ; for, upon the principle just
above discussed, the republication of the will would
not have extended the devise to the parties claiming
by reason of it in those cases. However, in Lord
Lansdown's case, we have observed, that Lord Par-
ker in terms denied the possibility of any implied
republication of a will of lands since the statute of
frauds ; and in the case above mentioned of Lytton
••k
400 Repuhlieation of WUb. Chap. Hi.
V. Falkland^ the resolution could only be founded
upon the supposed effect of the statute^ to exclude
all implied republications^ where real property was
in question.
Section II.
Of the Republication by CodiciL
ABOUT ten years after Lord Macclesfisld^ then
Lord Chief Justice Parker^ had decided the case of
Panphrase v. Lord Lansdown^ [in the Court of King's
Bench^ Acherley v. Vernon *" came before him in the
Court of Chancery^ when his Lordship held an opi-
nion on this subject^ not conformable to that which
he is represented. to have pronounced on the fonner
occasion. The cs^^e was as follows :
J. S. by a will, properly executed^ dated the 17th Ja-
nuary^ 1711, devised to M . his wife 1000/. per a$mum,
for her life, to issue out of his real estate at H. ^ &c. ; to
his sister E. ^00/. per annum, for her life ; and 100(K. to
L. her daughter, for her portion ; and after other lega-
cies^ he devised the residue of his real and personal
estate to A. B. C. D. and E. and their heirs, execu-
tors, and administrators^ on trust to vest the residue
of his personal estate in lands of inheritance, and
jdirected that his trustees should stand seised and poi-
«
^ Cm. S81.
Sect. % % Codicil. 401
•
sessed of his real and personal' estate to the uses of
his wiB, during his wife's life ; and afier her decease,
if he should die without issue, to the intent that his
freehold and leasehold estates, and the lands to be
purchased, should be settled to the use of the defend-
ant G. for 99 years ; then to his first and other sons
in tail male, &c. J. S. purchased several fee-farm
rents, assart rents, and other lands and tenements,
and then by a codicil, dated 2d February, 1720, being
two days before his death, he recites, that he made a
will, dated 1st January, 1711, and then «ays, ''I
hereby ratify and confirm the said will, except in the
alterations hereafter mentioned. The portion to
my niece L. shall be made up 60002. and what I have
given to my sister an(| niece shall be accepted by them
in satisfaction of all they may claim out of my real
and personal estate, and on condition they release all
right, &c, to my executors and trustees in my will
named ; and thus having provided for my sister and
niece, I devise all the lands by me purchased since
my will, to my trustees and executors in my will
named, to the same uses, and sul^ect to the same
trusts to which I have mentioned to devise the manor
of H., and the bulk of my estate ; and I revoke that
part of my will, whereby I appoint A. B. and C.
three of my trustees in my will, and I desire K. and
N. to be two of my trustees, and devise my said real
estate to them accordingly." Lord Chancellor Mac-
clesfield decreed, that the will was confirmed by the
codicil ; that J. S.'s signing and publishing his codi-
cil^ in the presence of three witnesses, was a repub^
lication of his will, and both together made but one
will ; and by the said will and codicil, his fee-farm
rents, assart rents, and lands, contracted to be pur^
chased^ and all his real and personal estate, (except
2d
402 RepubKcatitm of Wills Chap. III.
the copyhold purchased before bU wJll) did well
pas8. On appeal to the Lords^ the decree was
affirmed.
Notwithstanding the codicil in the case last pro-
duced ejspressy confirmed the will, yet the decree of
the court, and judgment of the Lords, have been
considered as standing on the general ground, that
every executed codicil refers to and acts upon the will>
i^nd must in its nature not only suppose the existence
thereof, but must attract it into an union with itself,
bringing it down to its own date. And upon the
authority of this case it stands, that whatever be the
apparent purpose of making the subsequent instru-
ment, and whether the subject of its express dispo-
sition be real or personal estate, if it import to be a
codicil, aud have the signature of the testator, and
the attestation of three witnesses, agreeably to the
directions of the statute in respect to wills of real
property, it wiU have Uie effect of republishing the
Will.
This interpretation of the ground of the decree
in Acherley v. Vernon, seems to be built upon the
geraeraZ expressions of Lord Macclesfield^ in that
case, ^^ that the codicil being executed and attested
by three witnesses, was a republication of the will;
and that they became one will ;" and this seems the
safest grouuid for the.- doctrine to rest upoQ, for the
words of confirmation in the codicil, in Acherley f.
Vernon, and those declaring the codicil to- be. part of
the will, were only the expressijon o( the tacit.roeaD-
ing of every codieil; which ia its very nafaire sap*
poses and recognises tihe existence and operatioB of
the^^Btecedent will.
Sect. 2. Bif Codicil. , 403
That this was Lord Hardwicke's understanding of'
the case of Acherley v. Vernon, clearly appears from
the expressions used by him in Gibson v. Lord Mount*
fort^ where his lordship says, that in Acherley v. Ver-
non^ it was the opinion of the judges, that the codicil
was incorporated with the will, ichich made it a re-
publication: thence deducing this g-encr^Z proposi-
tion, that every codicil executed according to the sta-
tute of frauds, to whatsoever part of the property it
may relate, operates as a republication of the will,
r '
It was admitted for the heir, said his lordship, that
though it is a codicil only to a personal estate, yet if
there is a general clause of confirmation of the will,
that that will make the codicil, duly executed, a re-
publication of the will. But, said the same Chan-
cellor, this win make every codicil a republication, if
it is executed by three witnesses, though it relates
only to personal estate ; for a codicil is, undoubtedly,
a farther part of the last will, whether it be said so
or not.
But in the Attorney-General v. Downing^ the
Court seemed to be inclined to a middle course be-
tvvcen the case of AcHerley v, Vernon, wherein the
meire act of making a codicil, executed according to
the statute, was a republication, and those of Pan-
phlrrfse t?. Lord Lansdown, and Lytton v. Lady Falk-
land, in which all imphed republication was excluded;
by requiring an intention to republish to be declared
or expressed, or otherwise distinctly manifested, by
the testator, in order to give to his codicil that effect.
^ti'A ViOtA Chaticellor (Camden held, that the annexa-
tion of the codicil to the will was on^ oj'the modes by
» 1 Vez. 482, 3, • Ambler, 571.
2d2
404f Rqpublieation of Wills Chap. Ill
which, such intention might be declared^ and iras
therefore a republication. His Lordship seemed to
think, that the expressions used in the codicil, in
Acherley v. Venion, were the foundation of the de-
cree ; for the words, he said, were so blended with, and
incorporated into the will, that the one could not
stand without the other.
Thepre- By the settliuff case of Barnes v. Crowe*, the case
lent doc- jo »
trine holds of Achcrlev V. Vemou has been set up as the preat
cverycod^ -^ i o
ciLuDicM authority on this subject, to the full extent of the
fined in ex- doctriuc ascribcd to it by Lord Hardwicke, in Gibson
prcMion, ft , -
repabiicft- V. Mouutfort, as above laid before the reader; and
tion of ft .
previoiu the effect of annexation was there denied, as being
codicil be ouly parol evidence of a republication, which Lord
ftod ftt- Commissioner Eyre said, could not be received since
cordingTo the statutc of frauds. '' If we disentangle ourselves
from the rule, said the Lord Commissioner, that there
shall be no republication without re-execution, the
principle that a codicil, attested by three witnesses,
shall be a republication, seems intelligible and dear.
The testator's acknowledgment of his former will,
considered as his will, at the execution of the codicil,
if not directly expressed in that instrument, must be
implied from the nature of the instrument itself; be-
cause by the nature of it, it supposes a former will,
refers to it, and becomes part of it; (1) and being at-
' 7 Vez. Jan. 486.
tfaeftfttttte.
(1) Whaterer number of codicils a man makes^ they are all parts
of his prerioQS will ; in so much that, if a testator, after making his
will, makes a codidi or codicils in any way modifying its diqMMi-
tiouMy and aftervaids by any other testamentary instrument ^atififis
Sect. 2. By Codicil 40B
tested by three witnesses, his implied declaration and
acknowledgment seem also to be attested by three
witnesses. Before the statute of Charles II. it was no
part of the essence of the republication that the will
should be re-executed ; any thing; that expressed the
testator's intention, that the will should be considered
as of a subsequent date, was sufficient. Since the sta-
tute, continued the Lord Commissioner, re-execution
of the will is not necessary ; nothing more is required
than a writipg according to the provisions of the sta-
tute, expressing that intent."
In the late case of Pigott v. Waller % before the
present Master of the Rolls, his Honour submitted to
the authority of Acherley t?. Vernon, as that case was
understood by Lord Hardwicke, in Gibson v. Mount-
fort, and by Lord Commissioner Eyre, in Barnes v.
Crowe, but not without expressing some disapproba-
tion of the reasonings on which that authority was
supported, and a predilection for the old rule, as it
stood upon the cases of Lytton v. Lady Falkland, and
Panphrase v. Lord Lansdown ; for, said his Honour, a
direct republication or re-execution (2) is an unequi-
vocal act, making the will operate precisely as if it were
• 7 Vcz. Jun. 98.
and confirms his wiU, he ratifies and confirms it together with the
codicils which have been made to it, and subject to whateyer
changes they have made in it. Bat if a testator after making his
will, makes another will inconsistent with the first will, and after-
wards bj a will or codicil, effectnal as such, confirms the prior will,
the effect of the intermediate will is, as it seems, destroyed. See
Crosbie v. Mac Dowall, 4 Vez. Jun. 610.
(2} A re-execution, with a repetition of the ceremonies required
by the statute, is clearly a republication.
^106 Republication of Wills Chap. HI.
executed upon the day of the repfublication ; but a re-
ference to the will proves only, thajt the devisor re-
cognises the existence of the will, which the act of
making a codicil necessarily implies; not that he
means to give it any new operation, or to do more by
speaking of it, than he had already done by executing
it. Why his speaking of it should make the will
speak, as it is said, is not very easily discernible, a^ a
question of intention. If he speak of it at all, Ke must
speak of it as existing upon the last day as well as
the first; but can that shew that he means it to exist
i'
in any other form, or with any other effect than he
originaUy gave it.
But his Honour concluded by saying, that Barnes v.
Crowe, afforded a certain rule; and if h? departed
from thatj it would only be to set every thing loose
again ; not to get back to, what he thought better,
the old rule, for then Acherley v. Vernon wouW he in
the way, He was therefore disposed, for the conve-
nience of adhering to settled rules, and former deci-
sions, to hold the codicil a republication.
From what has been said it may be collected, that
^ though a codicil properly executed makes the will
speak, (as it is expressed) at the date of the codicil,
yet it must have words clearly applicable to the inter-
mediate acquisitions, or it cannot have the effect of
If ■ will passing ^them. And if it had a specific reference to
dfic refer- a thing existing when it wap first published, but sub-
thing sub. sequently withdrawn, Uie repubUc^ticm of it by a co-
wheD it dicil will not make it operate upon another subject,
published, which hus comc by substitution into the place of the
qnentiy thing SO withdrawn, though precisely similar in its
^wn, tiie amount and quality. Thus, where a man^ by his
I
Sect. 2. By Codicil. 4&t
marrislge setdement^ having a power to charge a sum JfjJJ'^J?^*"
of 2000/. upon certain premises^ made his will accord- ^y ^^'
ingly, disposing of this sum^ and afterwards by a sub- mnkeit
sequent settlement extinguished his former power^ and nponano-
created to himself a new power of charging the same which ha»*
sum on other property, and afterwards made a codicil ftubstitii.
with three witnesses, making no mention of the theoiace
power; the Master of the Rolls, Sir William Grant, twn^M
held clearly that the power itself being gone before anlwii,
the death of the testator, the will had nothing to SSlIf hi**'
operate upon, and could not be applied to the new Jnd™^
power. It is true, he observed, a codicil has the ef- ^^^^'
feet of republishing a will, and makes it speak at the
time of the republication. But here the will speaks
only of the power given by the marriage settlement^
which was as much gone as if it had never existed.
It was a new power, for a new consideration, affect-
ing different estates ^
This then appears to be the proper understanding
of the doctrine^ viz. that the codicil, if executed so
as to act upon the subject, brings down the will tp
its own date, and makes it speak as if it were made
at that time (3) ; but that still it is made to speak
' 7 Vez. Jan. 499. Holmes v. CoghiU.
(3) There ib a difference between the relation which a codicil Difference
bears to a will, once completed according to the then existing in- ^Q^i^il aDd
tention^ and that which subsists between the interrupted stages of tkese^ncl
of an in*
one entire testamentary act ; and upon this distinction, will, it ceptive
*ii
seems, depend the question, whether or not the ^rst ad of the
testamentary disposition will require to be executed and attested
according to the statute. But whether the subsequent writing be
1
*0* Republication of Wills Chj*. lit
only ks own sense, and if it had any particular yiew
to any particular obiect or nnrnose. which ceased to
rf ■*■
considered as a repablication by way of codicil,, or as the conclu^
sien of sometiiing already begun, sach subsequent writiog to be ef-
fectual to pass land, ought to be executed as the stafute directs in
the case of a detise of lands.
Difference When a will properly excfcuted to pass freehold estates, refers i<r
between a ... . ,
codicil and an unexecuted paper alreadu in exisiencty by an unambigaous des-
coraonted ^"P**®"j *"d expressly adopts its contents among its own di^MH-
by refers tions, such paper is, with exact propriety, said to be incorporated
into, and to be executed by the execution of, the will, for its reis-
tion to it is that of the part to the whole ; but where a codSdl is
said to be part of, or incorporated into a will, this union must be
imderstood to be die effect of its Jirst acting iqnm the TtiH bif Hr
own Jbrce^ and attracting it to itself. The will must be completed
by a previous execution to be so republished, and when so republished
must be regarded as a new will. And it was upon this principle
that in the Attorney General v. Iteartwell, Ambl. 451. where a will
was made before the statute of mortmain, bequeathing personalty
to be laid out in lands for a charity, and after the statute the will
was conArmed by a codicil ; the codicil, by making the will a new
will, brought the devise within the statnte ; and the sane, ac-
cordingly, was declared void by Lord North ington.
Hence we see the necessity for both will and codicil to be exe-
cuted according to the statute. In the case put of the reference by the
will to an existing paper, such paper is urate till it is acted upon by
the instrument that incorporates it, and has no testamentary opera-
tion before the execution of such instrument ; whereas in the In-
stance of the codicily the will is Jirst acted vpon thereby, and being
brought down to the date thereof, speaks again with reference to the
state of the property, by yirtue of the execution of the codicil^ with
which it becomes incorporated, and thus, by a consequence of rea-
4
soning, becomes re-execnted and re-published with the solemnities
prescribed by the statute. And this is properly the republication
by codicil, the effect and meaning of which is, that the terms and
words of the will shall be construed to speak with regard to the
property of the testator, and the objects of bis dbposltions, jnst
as they stand circumstanced at the date of the codicil. In constrn-
bg such will so republished, It must be considered therefore what
StCT. 2. By Codicil. 409
exist during the interval between the will and codicil,
the codicil will not^ from the accidental aptitude of the
words to another subject created or acquired since the
will, have any operation upon that which was so en-
tirely out of the original view, of the testator.
In a very recent case (4), circumstanced in some
respects like the one last above cited, where a will had
been made, and a recovery subsequently suffered,
upon which was reserved a power to the testator to
declare the uses of the land by his will or codicil, and
then the testator made a codicil confirming his will,
except where altered by that codicil^ but taking no
notice of his power, the Court of King's Bench,
upon a case for their opinion out of Chancery, held
that the power was not executed by the codicil : one
of their reasons for which opinion seemed to be, that
the words of the will at the time of the republication import'
Their sense cannot be enlarged, but their operation may, if time or
accident have increased the amount* or number of the particulars
comprised within the compass of its expressions *.
(4) 10 East, 242. Lane v. Wilkins. It must be admitted how-
ever, that the more preTailing and ostensible reason seemed to be,
that, as the will declared only the testator's intention not to disturb
the existing limitation in tail by suffering a recovery, but to leave
the estate to go as it stood limited, this declaration amounted to no
devise at all ; and when, after having altered his intention, and
taken a new estate in the preniises. by suffering a recovery, reserr-
iDg to himself a power of appointment by deed, will, or codicil^
he executed a codicil expressly confirming his will, such codicil
could not be considered as carrying the will further than its natu-
ral and proper effect, which was not a positive devise or disposition,
bat the declaration of a purposed omission.
4
* It is ohvimn upon equitable principles, that if a will is republbhed, cob-
taining a gencial devise of the testator's estates, an estate only contracted for a^
tcr nch general devise, will pass. 10 Vez. Jan. §05. Broome v. Monck.
4W Republication of WUls. Chap. III.
they could not infer an intention to execute the power
from tiie mere general confirmation of the will by the
codicil ; though they readily admitted that it was not
necessary^ that any express reference should be con-
tained in a will^ to make it a valid execution of a
power.
•
2?ac^Si '' **•* ^" "^^ solemnly decided, that this effect
asarepab- ^f i^ codicil wpon a wiU, of making it speak as to
may be re- the existing property of the testator, may be re-
iu special stnuued bv the manner in which the codicil is ex-
ternu.
pressed. Thus, where the codicil, reciting the
devise by the will, revoked the same as to two of
the U*ustee8, and then devised the said lands, &c.,
lands purchased between the will and codicil have
been adjudged not to pass*.
Section III.
€f the Republication of Wills of personal Estate.
AS it is hoped that by this view of the cases the
progress of the doctrine of republication, as to real
estate, is made clear to the reader ; I shall now say a
few words upon the question of the republication of
wills of personal estate. In respect to this desaip-
tion of property, the doctrine is said not to have been
' 3: Bos. et Pali. 500. Bowes v. Bowes, (House of Lords).
Sf:i;T. & Qf personal Estate. 4il
qhilQged by the statute of frauds ; and this ^ppefbrf
to hav/e been the opinion of Lord Hardwicke^ fnm
th^ words uaed by his Lordship in the case of Abhey
V. MUIer% wherein the act of republication insisted
upon was^ that the testator^ after renewing his leases^
being in search for another paper^ and the person
who was assisting him^ having taken up the will by
mistake^ he said^ ^' This is my will/' not meaning
thereby to republish^ but to shew that it was lurt the
paper he wanted. His Lordship observed^ that te
make it a republication^ there roust be the animus
republicandi in the testator, which observation war*
rants the inference, that he was then of opinion^
that if the words used had been declarative of an
intention to republish, they would have been efifec*
tual to produce such a consequence. What will be
the weight of this doctrine of Lord Hardwicke, when
the point conues directly under adjudication, remains
to be seen ; but in the mean time, one may be per-
mitted tp surest, that there is a difficulty in conceive
iug why the clauses of the statute, which alFect the
publishing of wills, should not also reach to the re-
publication of them.
A republication is a new publication ; and if a
will can be republished by parol so as to make it pass
property not affected by its original disposition, (1)
what is this but making, partially at least, a nuncu-
pative testament, unaccompanied by the forms pre-
* 2 Atk. 599.
(1) This supposes the case of a specific bequest, for a geoer^l
dispositiou of personal estate would be prospective, and therefore
would not raise the question.
412 Republication of WUU. Chap. 111.
scribed by the statute ? We have seen that many of
the judges struggled hard against admitting a parol
republication of wills of UmdSy even before the statule
of ftavds, as being in contravention of the statute
of wills ; and where the requisites are not observed so
as to make good a nuncupative testament^ the statute
of frauds has imposed the same necessity for a writ-
ten declaration of the will in respect io personalty.
No subsequent writing can republish a will of land,
since the statute of frauds, unless it be executed so
as to be itself capable of passing land according to
that statute ; why then should a will of personal es-
tate be capable of being republished without the ob-
servance of the mode whereby alone a personal will
can be rendered effectual }{%)
^ctitn ^^^^ branch of my subject may be concluded
of^ere- jjy observing, that although words are never allowed
Btniment to havc the effect of republishins: a will of lands,
may ope- i .
nte as an (whatever may be the doctrine in respect to personal
implied re-
pnbiica. tcstameuts) yet where an express or implied revo-
ting np the catiou has taken place, it has been held that the will
^ may be set up again by a species of implied republi-
cation, founded upon the destruction of the revoking
instrument. As where a testator makes two wills,
the latter of which is inconsistent with, or expressly
revokes the former, yet if he afterwards destroy the
second will^ leaving the first in a perfect state, the
original will is held to be set up again^ . And this
^ Glazier v. Glazier, 4 Burr. 1b\%.
(2) Words written in a Yoid space left in a will was beld bj
Lord Hardwicke to be a republication. Carte v. Carte, Ambl. SO.
But it is clear that this can onlj be so in respect to personal estate.
Sect. 3. Of personal Estate. 413
seems to stand upon plain principles^ for the first
will, being ambulatory during the testator's life^ is in
existence without any alteration at the time when its
operation is to begin, and that which was to be de-
structive of its operation, is out of the way at the
moment when it was to have its destructive effect.
But if a legacy given by a will be adeemed, a codi-
cil, ratifying and confirming the will, has not the
effect of setting up the adeemed legacy''.
' Monck 9. Lord Monck, 1 Ball and Beatty, 298. and see Irod
r. Hant, 2 Freem. 224. Drinkwater v. Falconer, 3 Vcz. Jun.
023.
( 414 )
CHAPTER IV.
OF THE IMPORT OF WORDS AND PHRASES.
Section I.
As to moveable things.
SSSteu"^ ^ Goods and chattels" are the most-comprehen-
what they sivc terms of description for passing property of a
hend. personal nature by will. In the civil law all estates
are divided into bona mobilia and bona immobilia;
and it has been authoritatively said that in wills relat-
ing to personal estate words should be construed
agreeably to the rules of the civil law*. Thus it may
be regarded as settled that the word ''goods" is suffi-
cient in its general sense to pass the testator's leases^
and bonds, where there is nothing expressed to afford
an inference of its being used in a narrower signifi-
cation. But though. this is the original and technical
• Cro. Eliz. 387. 1 P. Wms. 267.
^ 1 £q. Ca. Abr, 199.
Sect. 1. As tif moveable things. 41 (
sense of the word '' goods/' yet the word is very stts*
ceptible of modification from the context^ and it will be
seldom found to have this comprehensive effect except
where it makes part of the residuary clause. Tbuft
in the case of Crichton v. Symes% where the bequest
was in these words^ I give and beneath to B. aU m^
goods, and wearing apparel, of what nature and hind
soever, except mg gold watch. Lord Chancellor
Hardwicke decreed^ that^ as these words stood in the
4
>vill^ the testatrix intended to give only her wearing
appArel^ ornaments of her person^ and households
goods and furniture^ but no other part of her per^-
sonal estate. And in another case^ where^ after a
devise by a testator^ of all his household goods^ and*
other goods^ and all his stocky &c. he bequeathed' thev
residue of his personal estate to J. S. ; it was eonsi^'
deredthat if the devise of all the testator's goods-
were taken in its largest sense^ it would frustrate
the bequest of the residuum^ which should not btt»
allowed; and that it seemed reasonable that the*
words " other goods/' should be understood to signify
things of the same nature with household goods^ The
decree accoidingly was^ that the money^ cash^ and
bonds passed by the residuary devise ^.
4
Boads^ being a species of choses in action^ and as* fh^^^f^^
such admitiing of no locality^ will not pass under ai *^^^"^f^*
devise erf '' goods and chattels" in a particular place, ^'^^ *J*^^
though they happen to be there at the testator'ii P^*^^j*^f
death*. And the same may be said of bills of ex- property in
change, promissory notes^ judgments and records, lar place.
0
• 3 Atk. 61. * Woolcomb v. Woolcomb, S P. Wma. 11^
* Chapaan 9l Hart^ 373;
416 Import of Words and Phrases. Chap. IV:
npon the same principle ; but no doubt can be enter-
tained that the word '^ goods " will extend generMy
to all these securities for money^ since the debts
themselves are clearly comprehended under the term'.
It is equally clear that money in specie passes under
Btok the same word. And bank notes were considered as
notes ;
whether to bcins: Carried by the words "ffoods and chattels" in a
be coDsi. .„
deredas Will, althou£ch the bequest was confined to the ffoods
cash or as * e> n o
choses in and chattels in a particular house ; bank notes^ in the
action.
view of the Chancellor^ being regarded as in the na-
ture of cashj rather than as choses in action. Had
they been looked upon as choses in action^ they would,
for the reasons above-mentioned^ not have passed
under the description of goods and chattels in a par-
ticidar place^. It has^ however^ been held that,
where a limited and express pecuniary legacy is
given^ and, by general words^ alt the goods and chat-
tels in and about the house are afterwards bequeathed
to the same person, money in the house will not pass
to the legatee, on account of the particular legacy
before devised to him ^.
^Mtoof ^^^ general rule is that where a testator de-
coods in a yiscs all the goods in a house or place, the descrip-
tion will relate to, and comprehend, all such as shall
be inr the house, or place^ at the time of the tes-
tator's death; and that if they happen to be removed
to anqther place, in the life-time of the testator,
they will not pass. But this rule must be under-
' Moore v. Moore, 1 Bro. C. C. 128.
■ 1 Vez. 273. But see thb point doubted by Lord Eldoo, in
11 Vez. Jan. 662.
' 2 Ch. lUp. 190. 2 Atk. 112. 3 ?• Wnw. 112. |
r
I
Sect. 1. A$to msveahle thifigs. 4H1
stood with some qudiiication^ for if die ^oeds are re-
moved upon some sodden emergttticy^ as on Account
of lire^ inundation^ Sec, and l>efe«e they can he n^
turned to tbeir place the testator die*; they AmU be
considered as if they were aotoally in the testator's
house at his death, and the legacy is not def^ted by
such an accident ^
When the subject matter of a bequest is a coUec- y>«p^
^^ ^ bequest is
ttve and fluctuating bpdy, subsequent additions are ^^coUe^r
considered as passing, notwithstanding the terms of ?^^Jf
the bequest are particular as to {^aoe and lime ; pmm^
thus it has been said, that if i doTise aU my flook ef
sheep now on such a hill or in such a posture, the sheep^
subsequently produced, will pitss ; for it is witiiin
the reason of a devise of the personal estate, which
being aiways fluctuating, shall relate to the time of
the testator's death. And the same principle hat
been carried to the devise of the testator's library of
books, now in the custody of B., under which devise^
books subsequently added to the seme library, were
held to pass ^. So alM in the ease of General Guis^
who by his will gave all his collection of pietnres to
Christ Church College, in Oxford, and afterwards
sold some and added others to the collection. Lord
Camden was clear that the pictures added to the col-
lection passed, upon the principle that the personal
estate is fluctuating \
But in general caises the word n^io would he con-
sidered as restricting the devise to the paresait state
of the thing given.
' Ibid, and see % Vera. 747.
' IP. Wms. 597. AU Souls' CeH. v. CoddriD|rtoii,
' Ambler, 641.
418 Impart of Wards and Phrases Chap. IV.
If I devise all the corn now in my barn^ and part
of the corn is afterwards consumed and fresh com put
in^ Sir Joseph Jekyll thought such new corn wou)d
not pass : though the contrary is laid down in S winburn,
448. But if there be no such words importing indi-
iriduality^ as if a man devise all his plate^ and makes
subsequent purchases of plate, what he has at his
death passes'".
Goods on In the important case of Chapman and Hart^ a dif-
ihip. ference was taken between a bequest of goods in a
house, and of goods on board a ship. Lord Hard-
wicke observed, that the latter devise must be taken to
be made with a consideration of the several contingen-
cies and accidents they are liable to in such a situation ;
and if it should be determined that if by any accident
they should not be on board at the testator *8 death,
they would not pass, many marine wills would be
defeated. If the goods were removed to preserve them,
the ship being leaky or likely to founder, or if the tes-
tator be removed to another ship, (which is a contin-
gency to which he is daily subject), this will not defeat
the legacy. But if a testator devises all the furniture
at his house in A., such a devise will not pass furniture
intended to be, but not yet actually, placed in the house
at A., even though such goods were already padded
up and ordered to be carried thither ; which was the
point in the Duke of Beaufort's, case \
Household As a general rule, though' admitting of some qua-
jm?piate, lifications, it may safely be premised that by a devise of
- Plowd. S4S. • 1 Vei, 97U
• « Vtm. 739.
3ect. L As to moveable things* 419
household goods plate will pass ^; though not by a de«
vise of utensils ">. But such general bequest of furni->
ture^ goods and chattels^ by a silversmith^ will not
carry the plate which constitutes a part of his stock
in trade^ but only the plate used in his house '. And
the same doctrine has prevailed even in the case of a
deed: Lord Hard wicke declared in the case of Crich-
ton and Symes *, that the House of Lords were never -
clearer than in the case of Pratt v. Jackson \ that
the word ' goods' related only to 'the household goods
and furniture^ and did not extend to the goods of the
settler in the way of his trade^ or his goods as a con-
tractor for the Government*. We find also the
same principle further adopted and confirmed in Le
Farrant v. Spencer "", where the devise was of all the
testator's household furniture, linen, plate, and ap-
parel whatsoever. The ChanceRor directed the case
to be sent to a Master, to distinguish what goods the
testator had for his domestic use, and what for trade
and merchandise, without which, he said, it was impos-
sible to determine the extent of the bequest, for it
clearly included only the former.
Where a testator devises his furniture at or in certain
houses named, such a devise will not carry a descrip-
tion of plate which the testator was in the constant
habit of removing with him from house to house^ for that
could not be said to be the furniture of one house more
•
» 2 Vera. 572. 638. 1 P. Wms.425. 2 P. Wms. 419. 3 Atk. 369.
• Djrer, 59. '11 Vezey Jun. 666.^
' 8 Atk. 63. ' See 2 P. Wms. 302.
* See the note of the decision of the House of Lords. 3 Atkf
6%. 3 Brown's Parliament. Cases, 199.
" 1 Vezey, 97.
2e2
480 Import of Words and Phrases Chap. IV.
than another^ and it would seem that he meant only
the particular furniture of each house ^.
Under the Duchess of Bolton's will' the import of
the word ^furniture* was largely discussed. The tes-
tatrix devised her household furniture and farming
utensils^ which should be within or upon the premises
at her death unto Charles Powlett. The Duchess
died possessed of a great quantity of plate^ whicb
was worth about 1600/^ some useful and ornamental
china^ books^ pictures^ and linen, which were then at
her house at Westcomb. The principal question was
as to the plate. And his Honour premising that the
word ^furniture*, unaccompanied by circumstances,
was a word of very general meaning, and comprised
every thing contributing to the convenience of the
householder, or ornament of the house, adverted to
the possibility of a restricted sense being put upon the
word by a variety of circumstances which might at-
tend the case. He denied that the question whether
the plate would pass or not by the word furniture,
depended upon the fact of its being in common use or
npt. If a person of rank buys a service of plate sui-
table to his quality, and never uses it, yet, he thought,
the plate would pass by the word household-Jumiture ;
but that, if a tradesman had a dozen of silver-handled
knives and forks, which he commonly used^ and had
besides a service of plate^ which perhaps he bought as
a good bargain, the service would not pass. Upon
the whole of the case his Honour was of opinion that
the plate did pass by the word household fttmiture.
* See Eq^iity Cases Abridg. Ttt. Derises, (k).
' Ambl. 605. Sir 6. KeUy v. Powlett.
Star. I. As to moveable things. 4S1
He waft also of opinion that the linen and china^ bot6 Une^^m.
* n%y ana
usefal and ornamental^ as also the pictures^ both those pietares.
which were hung up and others that were in cases^
passed by the devise ; but^ in conformity to the deci-
sion ill Bridgemaii v. Dove ', he determined that the
term hausehold'fumUure did not inclade books.
Id Snelfton v. Ck)rbet* Lord Hardwicke seemed to
consider the evidence of the ptate being used in the
house as going some way towards determining the
question whether it was included or not in a devise
of household-furniture in the affirmative. In the
case of Jesson v. Essington* Lord Keeper Wright '
gave it as his opinion^ that by a devise of rings and
household goods plate used in the house did not pass.
But the opinion of the Master of the Rolls^ Sir Tho-
mas Clarke^ in the above-mentioned case of Kelly v.
Powlett appears to afford very just criteria fbr decid-
ing this question under all circumstance's^ and subse-
quent cases seem mainly to have adopted his principle ^
It appears also that since that case it has been con- Books,
globes, and
sidered uniformly^ that under the mere term house- mathma-
htfld*furniture^ books will not pass to the legatee ^ : stramento.
not even where the word ' furniture' has been con-
nected with other things furnishing entertainment to
the mind as medals and pictures : .and it seems that
globes and miithematical instruments are equally out
of the scope of the word ' furniture' in a will ',
■ 3 Atk. M2. . ' 3 Atk. 369. * Free, in Ch. 207.
* See the authority of this case admittied in the case of Porter
and Toumay, 3 Vesey Jun. 311.
* 3 Vesey Jan. 311. Porter and Toomay.
^ Free, in Ch. 207. note.
425i Import of Words and Phrases Chap. IV.
Ifedait, hard Hardwicke was of opinion that under the word
corns, jew- *
dB, onuu medals, curious pieces of current coin kept with me-
menti of '
the person, dais will pass as such. But ornaments of the person,
as jewels^ &c. will not pass by a bequest of a cabinet of
curiosities^ even though such ornaments may be kept
together with the curiosities, and occasionally shewn
with them. Thus, where E. C. in a codicil to her will
made the following bequest, " I give to J. S. my collec-
tion or cabinet of curiosities, consisting of coins, me-
dals, gems, and oriental stones, and other valuable
things,'' the question was whether certain ornaments
of the person were within the bequest Evidence being
read of persons in the trade as to the different sense of
gems and jewels, that the latter meant stones set and
prepared for wear, the former the same things when
kept for curiosity only, the Lord Chancellor said, he took
it that things to pass under the will in question inttst
be ejusdem generis with those expressly devised, and
that ear-rings, and other ornaments of the person,
were part of the personal estate, and not specimens
of natural curiosity. Had Mr. Pitt's diamond been
in the cabinet as a specimen of natural curiosity, it
must have passed to the devisee ; and therefore he
thought the proper line of distinction was their be-
ing prepared for wear, if not worn ; and directed an
enquiry to be made with respect to their being worn.
On the Master's report that they were occasionally
worn^ the cause came on before his Honour, sitting
for the Lord Chancellor, who was of opinion that that
circumstance made the difference ^
Under a bequest of the use of a house with all the
^ I Bro. C. C. 467. and 2l
Sect.]. As to moveable things. 483
furiMture^ and stock of carriag'es and horses and
other live and dead stocky to J. W. for life ; it wasr
held agreeably to what has b^en above observed^ that
the plate did pass as being included under the w^ord
furniture^ but that the wine did not*.
In the case of Porter and Tournay^ it appeared to liTeuui
have been the opinion of the Master of the RoIIs^ that nock.
the words live and dead stock are of too ambiguous
an import to receive any certain construction^ but
that coupled with other words^ they might receive a
sense correspondent to those words : thus^ if after giv-
ing furniture^ 1 give all my live and dead stocky I
shall be held to mean in-doors stocky as wine^ liquors^
&c. ; and if the word is coupled with what usually forms
a part of the property without doors^ then only such
live and dead stock as are out of the house and about
the premises will be considered as intended. In Porter
and Tour nay^ the case just alluded to^ the words Mive
and dead stock' immediately followed the words ^ stock
of carriages and horses/ and, therefore, the Master,
of the Rolls applied these words exclusively to the out*
doors stock : adverting to the difference between that
case, and Gower v. Gower ''; in which the disposition
was, of all other the testator's goods and chattels
whatsoever which should be in and about his dwell-
ing-house and out-houses.
Standing corn will pass under the description of Farming
stock of the farm. Thus where one devised a
farm in his own occupation, to his mother for
life, remainder to G. in tail, and also devised to his
» 3 Vez. Jan. 311. * Ambler, 612. .
4Uli Import of Words and Phrases Chap. IV.
lAothar ftU hk goods and chattels^ stock of his farm,
boiid9^ &C.J and all olbef hi» moteables whatsoever,
and made her execatrix ; it was held that growing
com which Mraa not reaped till after the death of the
testator and of his mother^ who died soon after bin,
passed to her representative, and not to G. the devisee
df the kfld'. And ift a lubsequeftt eafte where there
was a simllaf dispodiU6fi of the stock upon the testa-
ttt^ti farm after a devise of (he land in fee^ the devise
of the stock was held to carry the standing crops of
corti ; although iti that case the devise of such stock
wto t6 the executors to p^y debts ; attd although there
Were Assets sufficient to pay the debts and legacies
without such part of the property **
stock ia With respect td the words ' itock in trade/ what
trade. * ^ .
shall be comprebetided in these terms must always
ill a ^reiit meteure depend upon evidence of in-
tention^ intrinsically or extrinsioilly collected; but
vfhefe there is nothing peculiar in the case to de-
termine the import of the phrase^ the popular and
uduM underi^tanding of the words must govern
their interpretation. It may also be a question
of tome difficulty what Words will carry stock in trade,
ai well as what the wordi^ 'stock in trade' will carry.
In the c«ite of Stewart t. Marquis of fiute^ where
the testator gave all his waggon- Ways, riiils, staiths, and
all implements, utensils and things^ at his death used
of employed together with, or in or for, the working,
manageinen t or employment of his collieries, and which
mi^ht be deemed bf the nhtnre of person^ estate, in
' 6 Eagty 604. note, Cox v. GodsaWe.
' 8 East, 339. West and another executors of Moore v. Moore.
' 11 Vex. Jan. 057.
Sect 1. As to tnoveable things, 425
trust to be held or enjoyed with the collieries^ Lord
Ilogslyn decreed that under this bequest money due
from the fitters and others and in the Tyne Bank^
coals at the pits^ and staiths^ corn^ hay^ horses^ tim-
ber^ oil^ candles^ fire-engines^ and other articles of
stock in trade passed ; which decree was affirmed on
the rehearing by Lord Eldon His Lordship how-
ever expressed considerable doubts^ which doubts it is
conceived related principally to the monies due from
the fitters and at the bank (1).
The questions arising upon bequests of stock in stock in
the public funds^ are very numerous and branching. fuB<b?«
But in a treatise like the present^ intended for general
use^ it will be expedient to confine the consideration
of the subject to cleat and practical distinctions.
The topic of most frequent discussion on the sub-
ject of the bequests of stock, is whether the legacy is
to be regifded as specific or general. In the case of
Purse t?. Snaplin", Lord Hardwicke states a specific
legacy to be a bequest of a particular chattel, speci-
fically described, and distinguished from all other
things of the same kind ; which may in other words,
- 1 Atk.4li.
(1) In a case in Ambler, 395. where a man devised freehold and
copyhold messuages, lands and tenements, to A. for life, with remain-
der over, and afterwards the residue of his personal estate to B. and
made B. executor ; and par{ of the testator's estate consisted of a
brew-house and malt-house,- which together with the plant and
ntensils were then in lease ; it was held that the plant passed to the
derlsee; for without the plant the walls could be of no use, and it
was material that they were in lease together. The testator must
therefore hate meant to derlse them both together.
426 Import of Words and Phrases Chap. IV.
as Mr. Coxe observes ■, be stiled an individual legacy
(2). But courts have been led to the construction of
bequests of specific legacies by other indicia. Thus
in Jeffreys v. Jeffreys^ afterwards decided by the same
g^eat equity judge, the testator having at the time of
making his will just so much stock as would exactly
answer the two legacies which he thereby bequeathed,
they were both held to be specific. In the case of
Purse V. Snaplin, before alluded to, there were two
legacies of 5000/. in the old South Sea annuity stock
of the S. S Company^ to two persons respectively;
and the testator at the time of making his will and at
his death had only 5000Z. in old S. S. stock. Lord
Hardwicke considered these bequests as entitling
the legatees to have them made good out of the testa-
tor's general assets ; and the principle upon which the
case was determined was this — that the testator had not
so specifically described the subjects of the legacies as
to distinguish them from all other things of the same
kind. The only distinction between that case and
the subsequent case of Jeffreys v. Jeffreys, was,
that in the latter the actual property answered exactly
to both legacies.
In Ashton v. Ashton • there were no words of
more specific import than in Purse v. Snaplin, above
cited, neither did the stock of which the testator
"^ See his note to Hinton r. Pinke, 1 P. Wms. 5S8.
' Cas. temp. T&lb. 162.
(t) Thus money, though only a measure of value or amount in spe-
cie, may become an IndiTidual legacy when it is designated as being in
a particular place, as in such a drawer or bag. See 1 Atk. 508. AmbL
b7* Stock does not pass under the word money. See Vez. Jon* 327*
Sect. 1. As to moveable things. 427
Was actually possessed^ correspond in amount with
the stock devised. The testator devised 6000/.
S. S. annuities to be sold and laid out in land^ to be
settled as therein directed^ and died possessed of a
large personal estate^ but had only 5360/. in S. S.
annuities. ' Lord Talbot^ nevertheless, held the legacy
to be specific and not of quantity merely But the
late Mr. Seijeant Williams, to whose learned labours
we are indebted for the last edition of Lord Talbot's
decisions, has observed in a note to this case, that
'' it seems to have been determined upon the testa-
tor's directing the 6000/. S. S. annuities to be sold,
and the produce thereof to be laid out in a purchase
of lands, which strongly implied that the testator
only intended to give the S. S. annuities which he was
possessed of ; and that he did not mean to have ad-
ditional annuities purchased, in order to be sold out
again presently afterwards:" — a remark of which
Lord Hardwicke, and not the learned editor, who
seems to have forgotten whence he took it, should
have the credit "*.
In the second volume of Domat. 159. it is laid down
that when a testator bequeaths a certain thing, which
he specifies as being his own, the legacy will not have
effect, unless that thing be found extant in the suc-
cession. *' As if I bequeath to such a one my watch,
or my diamond ring, and there be not found, after
my death, any diamond ring, or watch among my ef-
fects, the legacy will be null." There are cases in
our books to the same effect. It is true, that Lord
Hardwicke in the case of Avelyn r. Ward ', seemed
> See 1 Atk. 418. -• 1 Vez. 425.
428 Imptyrt of Words and Phtases CdAP. IV.
to consider that too much weight had been given to
the word my, and that to rely on it entirely waa al-
lowing it too much importance ; yet in a subsequent
case of Sleech v. Torrington ', we find Sir Thomas
Clarke^ whose opinions and reasonings on the con*
struction of wills are always entitled to great es-
teem^ remarking^ that it was very material as a cir*
cumstance in that case^ that no pronoun possessive
was added to the description of the annuities. So in
the case of Ashburnham v. Macguire \ where the
words were " my 1000/. East India Stock/* Lord
Thurlow laid considerable stress upon the pronenn
my, and observed^ that it had been relied on in many
cases in deciding the legacy to be specific.
The gene- The general rule, however, appears by the result of
that a the cases to be this, that the bequest of stock in the funds
of so much is to be regarded as expre&sive of quantity, in general,
general le- ^^d not Confined to a particular sum of which the testa-
thereTs*** t^^ ^^V t>e posscssed at the time of making his will, or
chu^oSnd ^f his death, unless there is some word, phrase, or
itriilng it constructivc ground in the will leading to such restric-
iip^itic. jjyg interpretation . Thus, where a testator bequeaths
the sum of 12000/. of his funded property to T. S.
and the residue of his property to B., this is a gene*
ral pecuniary legacy to be answered out of the whole
personal e8tate\ A bequest of so much stock in snch a
fund, in general terms, is a direction to the executor to
procure so much stock for the legatee. This was ex-
pressly said by Lord Chancellor Talbot in the case of
Partridge v. Partridge", in which case a testator devi^d
' 2 Vez. 560. * 2 Bro. C. C. 108.
* See Lambert v. Lambert^ 11 Vez* Jtfn. 607.
"* Cas. temp. Talbot, 226.
2
Sect. 1. A$tQ jnoiveaUe tkings. 429
lOOOf. capital South Sea Stock to B., and it appeared
that at the time of making hit will he had 1800/. of such
stock, and afterwards^ by aale^ he reduced it to 8002.
which he afterwards increased to 1600/. and died»
the alteration of the stock was held to work no
ademption.
It if observable^ however^ that in that case Lord
Talbot is stated to have said^ that if the testator^
after such a legacy^ sells out part^ and dies^ such sale
will be an ademption pro tanto; which opinion
seems to be at variance with the principle of the
oase^ for if the bequest is to be regarded as a gift of
quantity only^ and not of a specific things and if it
be law that where a testator bequeaths so much stocky
having; none such at the time of his devise, the be-
quest is to operate as a direction to the executor to
precuve so mvch, why should the removal of the
stock, or the diminution of it in specie, affect the
substance of the bounty. On this point, therefore,
perhaps, the case of Rronsdon v. Winter ^, has pro^
ceeded with greater consistency. There the testator
devised the sum of SOOOZ. South Sea Stock, and at
the Xinxe of making his will bad just that amount of
such stock; ho afterwards sold 1500/. of it, and
Vemey, Master of the Rolls, held this to he no par-
tial ademption of the legacy, but decreed the 2000/.
stock to be made good out of the testator^s personal
estate.
In both these last-mentioned cases, the Act of
Parliament for changing three-fourths of the capital
Soatb Sea Stock into annuities^ had taken place be«
*
• AfM. VT,
430 Import of Words and Phrases Caap. IV.
tvTeen the time of making the will and the death, but
it followed^ a fortiori^ from the principles on which
other parts of the case were decided^ that such par-
liamentary change could work no ademption.
There can be no doubt, however, that in these
points, as in most that regard the construction of
wills^ the intention of the testator is to be the guide;
and this intention is to be collected from the general
tenour of the instrument rather than from particular
words or phrases.
Thus in the late case of Hotham v. Sutton ^ the
intention, though in some degree proceeding upon a
mistake as to the fact, was the ground of the Chan-
cellor's judgment. In that case, the testatrix, reciting
that she was possessed of 13,700/. 3 per cent. Bank
Annuities, standing in her name, gave and be-
queathed the same, or so much of such Bank An-
nuities, as should be standing in her name at her
death. At the date of her will, and at her death, she
had near 15,000/. in that fund, besides other stock.
Here the recital of the will, though erroneous, vas
considered as comprising the reason of the dispc^i'
tion — it was the measure of her bounty ; the determi-
nation, therefore, was, that the bequest operated only
on the sum mentioned in the recital, and that the ex-
cess of S per cent. Consol. Bank Annuities beyond
the amount of 12,700/. passed under the residuary
clause.
Where* Before the subiect of bequests of stock or funded
beqaettof .
theioterest property is dismissed, it may be useful to advert to a
uid divi- * ^ J •f » if
dendt wui case wherein, with good.reason, it was held, that the
• 15 Vez. Jun. 319.
Sect. 1. As to moveable things. 431
capital of the stock passed under an express disposi- camr the
tion only of the interest and dividends. This was leJf.
the case of Phillips v. Charoberlaine ^ in which the
testator gave all his monies and securities for money^
together with all his real and personal estate^ to his
executors^ their heirs^ executors^ administrators, and
assigns^ according to the nature and quality of the
same premises respectively^ upon trust, to pell and
dispose of all except the funds and securities ; and
after various dispositions of determinable interests in
the same funds and securities, he directed his trustees
to pay all the rest of the residue and surplus of the
dividends and interest thereof unto and among four
relatives therein named, and the survivor of them^ each
share to be paid to them severally as they attained the
age of 21 years ; and if any one of the said four persons
should die before he should attain the age of 21 years,
the share of the deceased should be divided equally
among . the three survivors, or if two should die^
equally between the two survivors, or should three
out of the said four persons die during their minority^
the survivor was to be entitled to the whole residue
and surplus aforesaid. The question being, whether
the residuary clause carried an absolute property to the
legatees, or only the use, that is, the interests and
dividends that should arise during their respective
lives, and the principal be considered as undisposed
of, the Chancellor observed, that he had never
heard that where a testator gives for ever, and with--
out limitation^ the dividends and interest to accrue
upon the residue of his personal property, that such
a gift would not carry the whole interest. Where they
were so given for ever, who was there to claim 4he
capital ? When the interest and dividends of a resi*
^ 4 Yez. Jim. 51;
^32 Import of Words and Phrases Cha^ IV.
due are absolutely given to trustees and their beire^
upon trust to pay the interest and dividends to A.,
and from time to time^ and without any limitation of
duration^ it will carry the whole interest. It is im*
possible^ said bis Lordship, to suppose such an absnr*
dity, as would result in this case from the contrary
construction. An absurdity may be so great, as to
raise a necL'^sary implication. AjJudge must divest
himself of common sense to impute such an absur-
dity to a testator as to suppose, that he gives the inte^
rest to them for their respective lives only, and if any
one shall die under the age of 21, then that a share
given for life only shall survive to the others. That
part of the clause was perfectly satisfactory to shew,
tliat he did intend to give them the absolute interest
If they were only to have an interest for their lives,
of what consequence would their deaths before 21
be ? If they had it only for their lives there would
be no part or share for the survivor to have. It is
clear he meant to give an interest that would survive ;
even independently of the circumstances that it was
given as a residue ; and it must always be remembered
that when the residue is given, ev^ry presumption is
to be made that he did not intend to die intestate."
•
fied wTd* This seems a proper place to introduce some
intern*'^ observations on those bequests of chattels which
inchatuia. create qualified and temporary interests in them, fol-
lowed by gifts over to others in succession. In the
consideration of which subject, it should be distinctly
understood that a strict legal remainder can only be
limited of freehold estates. Every bequest of per-
sonal estate to take effect in futuro, whether it be
alter a preceding bequest or not, or limited on a c^*
tain or uncertain events takes effect only as an ex-
Sect. 1. As to moveable things. 43«?
ecutory disposition. Every future bequest of this *
description of property falls under that class of dispo-
sitions called executory devises^ and is subject to the
rules and restrictions affecting the same.
At common law, if a personal estate was devised At com*
in. 11 nion law
to one for life^ or otherwise, and after the decease no remain*
of the devisee or legatee, or on the happening of any sonai es-
other event, certain or uncertain, the same was given instrict-
over to another, such limitation over was void, and mitedf ^*
the whole, in strictness of construction, vested in the
first taker. To avoid this inconvenience, and the
disappointment of the testator's intention, a difference
was made between the bequest of the use of a thing,
and of the thing itself '. All difficulty, however, on
this subject has long ceased to exii^t ; and these limi-
tations or gifts of ulterior interests in personal estate
have for some centuries had their full operation as
executory devises, or rather bequests. Thus, where
a term is given to one for his life, remainder to
another after his decease, this limitation is consider-
ed as not meant to take effect as a remainder, but, upon
the principle of ut res magis valeat quam pereat, such
limitation or gift over is regarded as a substantive de-
vise to take effect upon the death of the person first
named, or other event, certain or uncertain, and is
considered as preceding the intermediate disposition :
so that it is the same as devising a chattel interest
in land to one man upon his paying a sum of
money to executors, or upon the death of another,
which makes it a proper executory devise ; and after
limiting which future interest, the testator is still at
liberty to dispose of the estate in the mean time.
' Bro. Der. pi. 13. Cro.Ca. 341.
2f
434 Import of Words and Phrases Chap. IV.
Thus in Lampett's case in Cooke's Reports ^ where a
testator^ beiog possessed of a messuage for a term of
years^ devised the same to his father for the term of
his natural life^ reaiainder^ after his father's decease,
to his sister and the heir of her body^ it was resohed
that the litnitation to the sister was good as an exe-
cutory devise. And in other cases where the ulterior
disposition has depended upon an uncertain event, or
been made in favour of a person not in being at the
time^ it has been suj^rted upon the same principle ^
The doctrine above attempted to be explained is
equally applicable to mere bona mobilia^ in courts
of Equity. It has long been settled^ that a bequest of
goods to A. for life with remainder after his decease
to B. is a good bequest to B. ; who formerly might flle
his bill against the legatee for life, to compel him to
give security for the goods being forth-coming at his
death'; but the later practice is, for the devisee for
life to be required to sign an inventory, to be depo-
sited with the Master for the benefit «f aH parties,
which Lord Thurlow has observed to be aMre eqssl
justice, as there ought to be existing danger to jastity
the requisition of a security ^
Of Uie do-
minion ac-
Very little is to be found in the hwaks respecting
fn^uJ^m- '^® extent of enjoyment or dominion acquired by the
terest for person taking under a will the estate or interest for
cbStd*^ life in a personal chattel. In one caae* it was held,
* 10 Rep. 46. see also S Rep. 05. Matthew Manning's case.
* See 1 Roll. Abr. 61^. 1 And. 60, 61.
* See 2 Freem. 306. 1 P. Wms. 1.
' 1 Bro. C. R. 279. 3 P. Wms. 336. % Atk. 82^ 9iU
* Manhal v. Blew^ 2 Atk. 317.
SfiCT. I. As to moveable things. 435
that a devtse from a husband to his wife of (he use of
household goods^ furniture, plate, jewels, linen, Ac.
for life or widowhood, and afterwards to children and
grandchildren, included an authority for the wife to
use the goods in her own, or in any other person's
house, alone or promiscuously with other goods^ or
even to let them out to hire. Mr. Pearne has ob-
served, in treating incidentally on this point', that in
Marshall T. Blew it did not appear that the goods and
furniture were annexed as heir-looms, to go along or
be enjoyed with any house ; but that such an annex-
ation of them to the possession of any particular
dwelling house might probably have excluded the li-
berty of using them, or letting them to hire, sepa-
ratefyy or otherwise than with the house on which the
limitation of the goods was so attendant. Mr. Pearne,
however, was of opinion that even where the furni-
ture was directed to go with the house in the nature
of heir-looms, it would be competent to the person
having the life-interest, to let such furniture together
with the house, grounding himself, in some measure,
on the case of Cadogan v. Kennet^, where, though the
possession of the goods was connected with the house
under the trusts, and a particular of them was an-
nexed by way of schedule to the settlement, yet it was
admitted that the husband who takes an interest under
the trusts in the same for his life, might have let the
house and furniture together.
There are many subjects of testamentary disposi- ^ *\?^°'
tion of which it may be said usu consumuntur ; and things.
where such are bequeathed to a legatee with a parti-
cular interest in tbem, as for his life only, some other
person being appointed to succeed him in the pro-
' See £z. Der. 6th Ed. by Butler, 407. ' Cowp. 43^.
436 Import of Words and Phrases Chap. IV.
perty^ many liiceties and distinctions may arise in re-
ference to the nature of the thing given. Where
things are at once unproductive and consumahle, the
use of them implies the destruction of them^ and this
will always be the case with consumable dead stock :
but in respect to live stocky it is observable that though
the individual thing is destroyed, the species still con-
tinues to exists and the race is continually propagat-
ing : it may therefore be a question whether the le-
gatee for life be not bound to keep up the stock for
the benefit of his successor in interest^ subject to the
reasonable use and consumption of the produce. In
the above cited case of Porter v. Tournay ^ it was ob-
served by Mie Master of the Rolls that '' there had
been great doubt among the judges, what a person
having a limited use of such articles may do ; some
learned judges had thought they must be sold, and
that a person so entitled was to have only the interest
of the money produced by the sale ; but that was a
very rigid construction." I am not aware of any
more recent decision whereby these peculiar difficul-
ties have been removed. One should certainly advise
a person claiming such determinable interest, to go-
vern himself by the fair and equitable principle of
taking only a reasonable and proportionate use and
enjoyment, and preserving the thing bequeathed, as
far as might be consistent therewith, for the benefit of
his successor under the will ; in all cases ascertaining
the quantity, number and kind, by a proper inventory
or account.
ttmtJ^ Where, by the dispositions of a will or settlement
f«r pra. the possession of furniture and household goods are
"^ 3 Vn. Jon. 311.
SircT. 1 . As to moveable things, 43T
annexed, in the nature of heir-looms, to the possession ^rymgtke
, . goods to
or the mansion itself, such goods will not be suffered thep€«on»
- in the sno-
to be separated from the house by an execution against cession.
a person taking an estate for life under such will or
settlement. If such will or settlement has vested in
trustees, the legal estate in the house and goods so
settled together, the legal remedy will reside with
such trustees for enforcing restitution, or recovering
the value ; and thus in the case of Cadogan v. Ken-
net, above cited, upon an action of trover brought by
the trustees to whom the possessio legalis belonged,
for the benefit of the husband and wife and the sons
of the marriage in succession, Lord Mansfield ob-
served that it was a settlement very common in great
families : in wills of great estates nothing was so fre-
quent as devises of part of the personal estate to go
as heir-looms : so in marriage Settlements it was very
common for libraries and plate to be so settled, and
for chattels and leases to go along with the land. If
the husband grew extravagant there never was an
idea that these could afterwards be overturned: if
that court were to determine they should, the parties
would resort to chancery. It was the business of the
trustees to see that the goods were not removed : the
creditors had no right to take the goods themselves : the
possession of them belonged to the trustees : the ab-
solute property of them was then vested in the eld-
est son, and they were to be kept in the house for his
benefit. (3)"
(3) The question -whether that settlement was or was not Toid
as against creditors, under the statute against voluntary and frau-
dulent conyeyances, was a branch of the case, which, though of con-
siderable interest, is not connected with our present inquiry, and
has been discussed at large in the treatise on Toluntary and frau-
dulent conTeyances.
4S8 Import of Words and Phrases Chap. IV.
In the case of Foley et al. v. Burnell^ Lord Foley
had devised his hou^e called F. to trustees for a term
of 99 years^ and subject thereto, to his son T. for life,
remainder to his first and other sons with remainder
over, and bequeathed '' all the standards, fixtures,
household goods, implements of household furniture
and pictures, gold and silver * plate, china, porcelainj
&c. v^hich should be in the several capital messuages,
called S. W. and F. to be held and enjoyed by the
several persons^ who from time to time should sue*
cesaiveiy and respectively be entitled to the use and
possession of the same houses respectively, as and in
the nature of heir-looms^ to be annexed to and go
along with such houses respectively for ever/' Upon
the testator's decease the trustees, who were also ex-
ecutors of the will, permitted the eldest son to occupy
the house called F. and to use the wine^ Unen^ and
china which was in it at the death of the testator.
Upon those articles being taken in execution at the
suit of a creditor of the son, the trustees and executors,
after having demanded them^ brought an action of
trov?r, and had a verdict for the amount of the arti-
cles so taken in execution.
Mr. Feame in his comments on this last mention-
ed case, with his usual sagacity, suggests a doubt
whether^ as the property comprised in the heir-loom
clause was not in this case devised to the trustees, but
seemed only to have vested in them as executors, their
consent to the possession by the first cestui que trust
as legatee thereof did not divest them of the legal es-
tate, and pass it to the legatees under that clause ac-
cording to their respective interests under the will,
* Cowp. IUp« 4IS. a.
Sect. 1. M to moveable things. 439
aind 80 disqualify them for the recovery of the goods
by legal process. The same writer, however, was of
opinion that if the legal remedy had failed on that
ground, tlie legatees might still have found a resource
IB Equity. And he conceived himself to be supported
in tlutt opinion by the arguments of the court in
aiuoCher case under the same will, in which the legal
estate and interest in the chattels devised was clearly
ift the first taker ^. The Lord Chancellor, in consider-
ing the relief in the case last adverted to, put the case
of a beiquest of a chattel interest to one for life, re-
mainder to another in tail, in which, he said, the ul-
terior devisee might come to the court to prevent the
destruction of the subject. Which case, Mr. Pearne
observes, as well as the common instance of trustees
for preserving contingent remainders being allowed
to maintain an injunction from waste against te-
nant for life of the legal estate, seems to warrant the
interposition of the court, for the benefit of the per-
sons intitled after a temporary antecedent interest in
the first taker, notwithstanding the interest of such
first taker be clothed with the legal estate.
But it appeared to Mr. Pearne, to be a very suffi-
cient ground for the equitable relief, that executory
dispositions of chattels personal appear to have been
originally founded in, and still to rest on the doctrine
of courts of Equity ; and that if so, there could be no
obstacle to the interference of those courts in the re-
gulation of interests, created by, and dependent upon
their own jurisdiction.
In chattels real the law has long admitted a division
^ Foley V. Bucnell et al. 1 Bro. C. Rep. 274.
^kiO Import of Words and Phrases Cnxr. IV.
of the interest between the devisee for life^ and those
in remainder ; but the division of the interest in chat-
tels personal between tenant for life^ and those to
whom they are limited over^ seems 'yet to be a matter
of equitable cognizance^ resting upon the execution of
a court of Eqiiity in specie. And such a specific ap-
portionment and execution of the rights of the par-
ties would be frustrated if the court could not secare
the specific chattels themselves^ in the mean time^
against such a disposition of the first taker^ and all
claiming through or under him^ as would end6%er its
existence or preservation.
Section II.
As to immoveable things.
SJtjn gl' y^ *• * general and established proposition that
ciaded nn. ^^^^^ ^ ^^^ ^^ posscsscd of freehold and leasehold
rSd^ut P'^^P^^^y^ *^^ leasehold will not pass by a general devise^
of lands, applicable to freeholds^ unless an intention to include
leaseholds under those words can be collected from
the fieice of the will^ or from the nature or situation of
the leaseholds themselves. The great and fundamen-
tal case upon this subject is Rose v. Bartlett^ deter-
« mined so long ago as the beginning of the reign of
Charles I. It was there resolved that if a man have
* Cro. Car. 299.
Sect. S. As to immfyoedble things. 441
lands in fee^ and lands for years, and devise all his
lands and tenements^ the fee-simple lands pass only^
and not the leases for years : but if a man have a Bnt if the
lease for years and no fee-simple^ and devise all his leaves
lands and tenements^ the lease for years passes ; for leaseholds
to answer
otherwise the will would be merely Void. The rule the dispo-
has prevailed notwithstanding some expressions have ^^pass!^
been used by a testator which might seem to have
been adopted on account of their applicability to
chattel interests. Thus in the case of Davis v. Gibbs^
where the words were '' manors^ messuages^ lands^
tenements^ hereditaments^ and real estates whatso-
ever, of which I am any ways seised or intitled to/'
the rule laid down in Rose v, Bartlett was adhered to^
and the same point was decided in the same way by
Lord Mansfield in Pistol on dem. Randal v Richard-
son*, in which the testator devised " all and every
of his several lands, messuages, tenements, and he-
reditaments whatsoever and wheresoever, whereof he
wa^ seised, and interested in, or intitled to" to his
son for life, remainder to the heirs of his body ; and
afterwards devised his personal estate to his wife and
daughter, and made his wife sole executrix. Tlie
question was, whether the leasehold lands by the
above words of the will were given to the son, or
were part of the personal estate. After two argu-
ments Lord Mansfield delivered the opinion of the
court, '' that the leasehold lands did not pass to the
son, but were part of the personal estate" (1). The
* Fitzg. 116. 3 P. Wms. 26. ^ 1 H. Bl. 26, note.
(1) If a man, having both freeholds and leaseholds, devise aU his If the
lands and tenements, by a will unattested, as the statute directs, JrectuSto
to that it ii inoperative in respect to the freeholds^ still the words pass frte*
448 Import of Words and Phrases Chap. IV.
case of Addis v. Clement*, indeed, which wa» de-
cided the other way, expressly proceeded in part on
the effect of the words, '' whereof he, the testator,
was seized or possessed, or interested in," and it was
lamented by Lord Kenyon, in Lane v. Lord Stan-
' 2 P. Wms. 455.
bold for of the devise are held not to pass the leaseholds. This wa« one of
want of
dae execu- the points in Chapman v. Hart*, determined by Lord Rardwicke,
wm'no^" where a testator dovised all his lands at or near Fowey to the plain-
make the tiff, and the will was executed in the presence of two witnesses
pass by a only. The Chancellor observed, that it was not certain whcthCT
fST^a^^U^ ***® testator had any leasehold in or near Fowey. If tkere should
cable to appear to be both, and the law had been with the plaintiff, so that
estate. ^^^ shoald be entitled thereto, it would be a ground- for the direc*
tion of an enquiry ; for the answer was not a positive negation of
any leasehold. But if, let the fact come ont how it would, the
law was against the plaintiff, he ought not to direct an enquiry*
And he was of opinion, that though it shonld appear that-Ae tei*
tator had leasehold as well as freehold, the plaintiff would uQf> b^
entitled. His Lordship supposed a case of a person seised of
freehold and copyhold in D. who surrendered to the use of his will,
and devised all his lands and tenements in D. to his child : there
being a surrender, both freehold and copyhold would pass, if the
will was duly executed according to the statute of frauds: but if
no surrender to the use of the will, only the freehold wmldpan;
to which lands and tenements generally mentioned should be ap*
plied ; there being no surrender to the use of the will, to shew a
different intent. Suppose that will executed in the presence of two
witnesses, or of one only ; those general words used ; and no sur-
render: though this were to a child or wife, the conrt would not
supply the defect of the surrender to the use of the will, or com-
pel the heir at law to surrender the copyhold to the devisee, be-
cause the will was not duly executed ; when, if duly executed, the
court would not have supplied that defect : for such variation of the
conatruction would be very dangerous.
* I Y^.tlh aad see StmUMd v 8tMtietf» Tidb.l7S.
Sect. % ^ As to immoveable things. 443
bope% that that case was not cited in Pistol v. Rich-
ardson^ since his Lordship thought that if Lord
Mansfield had had it in his view he might have been
induced to decide otherwise than he did. But it
seems from a manuscript note of Pistol v. Richardson
that the case of Turner v. Husler'^ which proceeded
on the authority of ^ddis v. Clement was noticed
by Lord Mansfield in his judgment^ who received
his account of it from Mr. Baron Eyre*.
Lord Eldon in the case of Thompson v. Lady
Lawley and others ^ seemed evidently to think that
too much stress might be laid upon these words^
^' possessed of, or intitled unto." But his Lord-
ship took notice of the other ground of the de-
cision in Addis v. Clement, viz. that the 21 years
lease in that case was held of the church, and always
renewable, so that the lessee, who was the testator,
might look upon himself, from the right he had to re-
new, as having a perpetual estate therein — a kind of
inheritance ; and appeared to think that an ingre-
dient which sufficiently distinguished the case from
Pistol v: Richardson.
The distinction taken in Rose v, Bartlet as to Leaseholds
will pass
the effect of a will devising '' lands and tene- where
roents*' upon leasehold property, where there are only such
no freeholds to satisfy the words, was fully con- the devise,
firmed by the case of Day v. Trig*, where, upon a the demise
devise by a testator, of all his freehold houses in Al- ly o^^the*^
dcrsgate-street, to the plaintiff and his heirs, having freSoids,
• 6 T. R. 353. ' i Br. C. C 78. ' See 2 Bos. et Pull. 306.
* 2 Bos. et Pali. 303. * I P. Wmg. 286.
2
444 Import of Words and Phrases Chap. IV.
in fact no freehold houses^ but only leasehold hoases,
in the place described ; il was decreed by Mr. J. Tracy,
sitting for the Lord Chan cellor, that^ thou|[^h in a grant
of all one's freehold houses^ leasehold houses could
not pass ; and though, even in the case of a wife, had
there been any freehold houses to satisfy the words,
leasehold houses should not have passed, yet the plain
intention being to pass some houses, and he having no
freehold houses in the place mentioned, the word^ee-
hold should rather be rejected than the will be wholly
void, and the leasehold should pass (2).
And under As bv the case last cited it appears that the inser-
tn express •' * *
devise of tiou of the word ' freehold ' by the testator, will not
leasehold, '' "^ *
freehold prevent the passing of leasehold property, where the
if such ap- intention to pass them is manifest upon the whole will;
the inten- SO in a late case it has been ruled in the court of
King's Bench, that under the phrase personal estates,
real property may pass, if it is clear from the bear-
ing of the instrument, that such was the testator's in-
tention*"; and where by a will giving the estate a local
description and a name, the property was mistakiugly
called leasehold, the testator's freehold was held to pass,
there being no other property answering the name and
description '.
So, by tiie On the same principle of giving words a descrip-
word IcifQ"
cy a devise tivc effect, commcnsuratc with the clear intention
of Iree- *
hoidMnay of the parties, whatever may be their primary or
be iindei-
^^^' ^ Doe on dem. of Tofield o. Tofield, widow, 11 East, 246.
■ Doe d. Wilkins v. Kenneys, 9 East, 3G6.
(2) He obserTed also that the suit was proper in eqnitj, since
the leasehold houses (being chattels) could not pass by the will
without the assent of the executor, which assent he was compella*
ble to gite in equity.
Sficr. 2. As to immoveable things, 445
strict sense^ the word ' legacy' has, been construed
as comprehending real estate. ThUB^ where A. by
will gave two legacies of 150/. each to his son and
daughter^ to be paid at 21, and then gave all his
realty and personalty to his wife for life^ and after her
deaths one freehold estate to the son^ and another to the
daughter ; but if either or both his children should die
before the wife^ then those legacies which were left to
them should return to the wife ; it was held that on
the death of the son before the mother^ the mother
was entitled to the reversion of the freehold estate^
the word * legacy' not being necessarily confined to
the pecuniary bequests^ where by the context of the
will it appeared to have been used by the testator in a
larger sense".
Whether, where there has been a surrender to whether
^ copyhold
the use of the will, the general words ' messua^^es. passes by
*^ ^ . ^ the general
lands, tenements, and hereditaments,' will pass copy- devweof
' ' ^ lands, &c,
hold as well as freehold estate, without any inference
furnished by the will itself, of the testator's intention
to include both, seems to rest in some doubt. In the
case of Doe d. Belasyse v. the Earl of Lucan °, none
of the judges appeared to hold any decided opinion
on the point. That case^ however, has completely
established the doctrine that wherever the intention
of the testator to devise his copyhold can be collected
from the will^ and the words, though they make no
mention of copyhold, are large enough to comprehend
it, and a proper surrender has been made to the use
of .the testator's will, such copyhold will pass to the
devisee. And we may safely infer from the principles
* Haidacre and another v. Nash and another, 6T. R, 716.; and
ice Hope d. Brown v. Taylor, 1 Sorr. 968.
IQEMt^ 448.
446 Import of Words and Phrases Chap. IV.
of the last-mentioned case^ as well as from others,
that, where the testator's freehoW will not satisfy the
description, or the purposes expressed iti the will, m-
less the copyhold be considei'ed as included in the it*
vise, the intention to derise the copyhM is suffleiently
indicated.
The case last adyer ted to wa« to the fcfflowifig
effect. The testator, having- a freehold manor of
Sntton, and freehold lands there, and having- also
copyhold lands within the township of Sutton, and
within the local ambit of the manor, but held of
another manor, and having surrendered his copyhoM
to the use of hia will, devised all his manor of Sutton,
and all his messuages, farms, lands, tenements, and
hereditaments, whatsoever, within the precincts and
territories of Sutton, in the county of Chester, with
their rights, members, and appurtenances, in trust
for his daughter, and to her children in strict
settlement ; and first, it was held that fiarms, lands,
Ac. within the township, though not within the
manor of Sutton, passed by the description of farms,
lands, &c. within the precincts and territories of
Sutton. Secondly, that the general words of ' rtes-
Mages, farms, lands, and tenements,* and parti-
cnhiriy the word ' forms' (3) were sufficient to
carry copyhold as well as freehold in the place de-
scribed, if such appeared to be the intent of the
testator upon the whole will ; and, thirdly, that such
intent was to be inferred in the case before the court,
as it appeared that the testator had withhi the place
<3) Lord EUenboroagli obserred tiiat lOie wmd * fknm* tt leut
would include copyhold as well m ktetnM.
Sect. % As to immoveable things. 447
described^ a ferm composed of copyhold and freehold
which he had let as one entire subject, and also by his
haying charged the property derised beyond the an«
nval income of it^ unless the copyhold were included.
It was held clearly^ that another small copyhold at
the distance of about eight miles from Sutton^ and
not in the same county, passed by the residuary clause,
whereby the testator devieed all the rest, residue, and
remainder ^ kis real and personal estate *".
•
The cases on this subject, which are of frequent or the doc-
occurrence in equity, have arisen upon the usual re- ei]|uityoo
sort to that forum to supply the defect of a sur- ject.
render, which it will only do for the sake of three
descriptions of persons', creditors, wife, and chil-
dren : of which three classes the courts of equity
shew the greatest favour to creditors; for nei-
ther the wife, or younger child, will hare the de-
fect of a surrender suppKed for them, if the heir at
law (being a child of the testator) would be there-
by left unprovided for. If the will devises the copy-
hold in terms, and for the benefit of any of the above-
mentioned favoured objects, equity will supply the
want of a surrender, and give effect to the express
intention of the testator ; but where the words are
general, as ^ messuages, lands, tenements, and here-
ditaments,' and such surrender has been wanting, the
cases have for the most part shewn a reluctance to
* See the case of Doe d. Pate v. Dayy, Doygl. 716. note (^),
and see ^e cases in 6 Vm. Abr. tit. copyhorld, 396-7.
' GiWfBg 9. Nash, 3 Atk. 189. Goodwin v. Goodwin, 1 Yez.
898» BjM V. %a8) 9 Yes. 164. Tudor v. Aoson, 3 Yea. 582.;
and see Mr. Coze's note to Watts v. Bullas, 1 P. Wms. 60.
448 Import of W&rds and Phrases Chap. IV.
consider copyhold included in those words^ without
some ground of necessity for such construction. Thus
in Hazlewoodr. Pope^ Lord Chancellor Talbot held
that " if a man devises all his lands^ tenements^ and
hereditaments^ in Dale, in trust to pay his debts and
legacies, and the testator has some freehold and some
copyhold lands there, only the freehold lands shall
pass, for his will must be intended of such lands and
tenements as are devisable in their nature. Secus,
if the testator had surrendered his copyhold lands to
the use of his will, because this shews he did intend
to devise his copyhold. But even in the first case,
i. e. where there had been no surrender to the use of
his will, when the testator devises all his lands to pay
his debts, it seems rather than the debts should go
unpaid, that the copyhold shall in equity pass."
It is clear from the above expressions of the Chan-
cellor, that the difficulty lay in giving to the general
words the effect of passing copyholds, w ithout a strong
necessity for such construction, where the copyhold
bad not been previously rendered devisable by a sur-
render to the use of the wiU ; considering the fact of
the omission or observance of this ceremony as being
a strong circumstance of inference with respect to the
testator's intention.
That this was likewise Lord Hardwicke's view of
the subject may be collected from the case of Good-
wyn V. Goodwyn ', where his Lordship observed, that
it had been in several cases held that a devise in general
words of all lands and tenements will not comprise
copyhold lands, which have not been surrendered to
' 3 P. Wms. 322, ' 1 Vez, 226.
I&OT. Si Ab H) immoveable things. 449
the use of Ihe will so as to shew ah intent to comprise
them. And where^ continued the same Chancellor^
the intention of the testator of raisiiig portions or
payment of debts may be answered by freehold lands^
the court will not suppose he intended to pass copy-
hoIcL In that case the copyhold had been surrendered
to the use of the will^ and the general words being
considered as comprehensive enough to include them^
it was adjudged to be included in the devise. His
Lordship^ in a case^ which came befbre him a few
months afterwards^ adverted to the same doctrine in
the foUowing words. ^^ Suppose a case^ (which though
1 do not know to be determined^ I should not doubt to
determine soj of a person seised of a freehold and
copyhold in D. who surrenders to the use of his will^
and devises all his lands and tenements in D. to a child;
there being a surrender, both freehold and copyhold
would pass ; but if no surrender to the use of the will^
only freehold would pass."
It does not seem, therefore, that the courts formerly whether
considered the general words messuages^ lands, te- words
nements, and hereditafnentsi, of force per se to carry menti, and
copyhold estate, and the reason appears to have been, maos, are
that copyholds being not in their own nature devisa- cient to
ble, these general devising words were not, prima facie, h^des-^^'
applicable to them. It was always considered that ^\^'^y*^*
there must be something to manifest an intent to pass c^^^f^^,*''
them. If, therefore, the surrender to the use of the will ^" ^^J"'
*' ■' cute iDc i".
was wanting, and there was a general devise of the tension-
lands, &c. in favour of the testator's wife or child, equity
though disposed to supply the defect of the surrender in
behalf of these favoured objects, could not see in these
' Chapman 9* Hart, 1 Ysz. 272.
2g
450 Import of Words and Phrases Chap. IV,
general words the intention to pass the copyhold at alli
if there was any freeliold estate to answer the words
of the will.
But if the devise was for the ][>urpo8e of paying
debts^ and the freehold was not enougli to answer that
highly favoured object, equity stippKed the surrender
in behalf of the intention inferred from the neccwity
of the case^ though the devise was only in the general
terms above-mentioned. Stilly however^ it is said that
equity will supply the want of the surrender m fat
only as may appear necessary for the payment of debts ;
and, therefore, it has been held, that while any free-
hold estate remained applicable to that purpose, the
want of the surrender of the copyhold should not be
supplied \ And this has been even held to be so, not-
withstanding^ the express intention of the testator to
charge the c6pyhold rateably with, or in preference
to, the freehold.
Where there was a surrender to the use of the will
»
such surrender appears to have been considered as at
once opening a way for the copyhold into the will^
and affording a ground for inferring an intention in
tlie testator to pass it by bis will ; and having got so
far, the only enquiry was, whether there were words
in the will ciq)ablc, in point of legal compass, of em-
bracing copyhold estates, as doubtless the general
words ' lands, tenements, and hereditaments^' inust
be admitted to be.
This would be giving great effect to the act of sur-
' Mallabar v. MaUabar, Cas. Temp. Talb. 78. Combes v. Gibson,
1 Bro. C. R. 273. Hellier v. Tarrant, Ca, Temp. Talb. 5d. ed.
288. (note).
SvcT. S. As to immoveable things. 451
renderings and might if once so settled save a great
deal of trouble : but it seems as if it would be tra*
Telling faster than the cases to rely on such a doc-
trine. In the late case of Doe and Belasyse v. the
Earl of Lucan above stated. Lord Bllenborough said
he should proceed merely on the testator's intention
as he collected it from the face of the will ; saying he
was afraid to look at any argument of intention to be
derived from the surrender to the use of the will,
though, perhaps, it might be proper to be regarded
even in that court, as it certainly would be in another
court, but that it was not necessary for him to give
any opinion upon that point; he professed to deter-
minethe case upon the intention as collected from the
words of the will only.
Upon the whole it must be considered as resting in
some uncertainty whether, and how &r, the fact of a
surrender to the use of the will affords inference
of intention ; and, supposing no special ground for
inferring intention, whether the general words,
'^ lands, tenements, and hereditaments** in a will, to
the use whereof a surrender has been made, are of
force per se to carry copyhold estate. But thus
much is certain, that where these words occur in a
devise, and a surrender of copyhold has been previ-
ously made to the use of the will, the copyhold will
pass, if an intentbn to pass it, can be collected fVom
the context of the will
Tlie word copyhold is not always necessarily con- CojtifMd,
fined in a will to that which comes strictly within its ciutomary
pieaning. Thus in a late case ^ a customary estate^
* Cook and Cook v. Dftm ers, 7 East ^9.
2g 2
4fia Import of Words and PhroMen Cm^. IVl
{iai:cel of a manor^ demisable only by the licence of
the lord^ and passing by surrender and admittance,
whether strictly copyhold or not^ was adjudged to pas^
under the. description of a copyhold in a wiD, the
intention being. 8Q>parent. (4) And^ indeed^ where
the intention is apparent from the context of the wilt
, itself, the specific and technical meaning of words
needs scarcely any longer be a sul^ect of enquiry, af-
ter the cases which have decided that legacy^ or per-
w
ional estate^ may be descriptive of a real devise, or of
real property, if it is clear that such vnas the meaning
of the testator.
■I »■
(4) But' it should seem that upon a broader ground than aojrri*
dence of particular intent the word copyhold in a will ought to b«
considered as including customary estates held of a manor^ and de-
mised and demisable by copy of court roll, although not c»pyhold in
the stricter sense. It is thus that Lord Ellenborough has expressed
himself on the subject in the case of Roe and ConoUy v. Vemoa
and Vyse, 5 East 89, 84. " In disposing of their property teste-
tors usually advert to the known and ordinary circumstuoes st^
tending it, and adopt the appellations by which it is generally 9sA
more familiarly distinguished. They cannot be supposed to r^^
or consider those equiTocal or less obTious qualities of their estates,
*
about the effect of which profound lawyers and legal antiqutries
might entertain controyersies* The distinction between estttes
which may be imipedlately transferred from man to ntn by deeds
and instruments executed merely between the parties themselTe^iBd
those estates the titles to which are eridenced by copies of the rolls
of the courts baron, are familiar to men the least acquainted with
the rules of property; but the distinction, and still more the effect
of the distinction, between tenants by copy of court roll at the will
of the lord according to the custom of the manor, and tenants by
copy of court roll sim^y according to such custom^ as detenvsu^
the one«to have a freehold interest, and the pther fot, is a distiao
tton not at all Jikely to occur to persons in general when disposiog
of their property."
I
Sect. S. A$ to immoveable things, f 453
_ * •
In the above-mentioned case of Haslewood t?. '^** .
words iii«
Pope ^, Lord Chancellor Talbot made a doubt, whe- ciude &
ther, if a man. have lands, and also a manor in Dale^
of which the lands dre not parcel, a devise of the
lattds would include the manors but he seemed clear
that it would pass under the word hereditament, and
there can be as little doubt that the word tenement
>rould embrace it.
vaicvtm*
The same may be said of an adn^owson, (5) which ^^^
in Westfaling v. Westfaling'' was clearly held to
pass by the word tenements^ or hereditaments* ,
but not by the word lands. But supposing the
devise to have been of lands, at a particular place,
and that the testator had nothing but a manor, or an
advowson, to answer the devise, rather than that the
will should be inoperative, it seems to be the better
'^ S P. Wms. 3M. » 3 Atk. 460.
' Hob. 303. « Dyer, 323. pi. 30.
(6) It appears doubtful whelther the word advowson wiU carry
an impropriation of it. Hob. 304. But by the devise of an ad-^
Towson the nei^t turn or presentation inclusiyely passes, eren
though the devisor himself is the incumbent. 1 Atk. 619. And
there is no doubt btst that the next turn or presentation is a pro-
sper subject of devise, vid. Law v. Kshop of Lincoln, 2 -Blackst.
1^40. though if the presentation falls in the life of the testator,
the devise must of necessity fail. Nor does it seem that after avoid-
ance, the right to present is strictly devisable, being in the nature
of a chose in action. It is held, however, that if the incumbent is
also the patron, he may devise the next turn or presentation ; for
although at the very instant of the death the church becomes void, ,
yet the testament is regarded as havii^ an inception in the life
time, which secures its operation at the moment of the death.
Harris v. Austin, 3 Bulst. 36. I Roll. Abo ^10. Cro. James 371.
f
454 Import of Words and Phrases Chav. IV.
opinion that the manor or the advowson would passV
So in the case of Ritch v. Sanders ^ where a testator
gave all his free lands wheresoever^ to his brother
John Sanders for life^ upon condition that he sofiered
the testator's wife to enjoy all his free lands in Hol-
ford for Hfe^ the testator having only a portion of
tithes of inheritance^ in Holford^ and no lands^ the
Word "lands*' was held to extend to tithes^ though
an incorporeal hereditament^ and collateral to the
land.
londf But lands, ex vi termini^ will pass houses, so that
hHtte$. if a man having; both lands and houses in Dale^ de-
vise all his lands in Dale^ his houses will pass to the
devisee*.
^** g^** By the demise of a manor, the manor passes toge-
word Jiw- ther with all the demesnes and services, so that if after
such deviM a copyhold, parcel of the manor, escheats
to the lord, it undoubtedly passes by the will'. lo
strictness the soil and inheritance is in the lord, and
ihe copyholder is only a tenant at will ; so that under
a devise of a manor, copyhold premises, parcel
thereof, subsequently purchased by, and surrendered
to, the lord,^^|fll pass ^
^"^Uf*"" '^'*^ word farm, bh importing all such premises a^
Mm. have been usually let together, and comprehended
within one entire holding, has always been consi-
dered as carrying the whole premises/ where the
' Vid. 3 p. >Vms. 35^2. * Style, 261.
* Ewer V. Heydon^ Moor, 350. pU 491. and see Godb. 36^.
pi. 447. '
' Banter v. Cooke, It Mod. 129. Salk. 238.
* Roe d. Hale v. Wegg and Others, Q T* R^ 7Q».
Sect. 2. As to immot^eable things. 455
*
name have consisted of different descriptions of estate ;
and this^ although the word has been associated with
other terms^ descriptive in their ordinary sense of
freehold property only^ and the testator has died
seised of freehold estate sufficient to satisfy the prima
facie import of the words. Thus^ where A. being
seised of $everal freehold estates^ and possessed of
part of a fBtrm, held by a church lease^ renewable;
(the other part of the farm being freehold^ and the
whole having been always let together^ as one entire
fartn^ at one rent,) devised ''all his manors^ mes-
suages^ houses^ yams^ lands, woodlands, heredita-
ments^ and real estates whatsoever/' to B., and
gave '' ail the rest and residue of his ready money,
rents in arrear, stock in the public funds, jewels, and
personal estate whatsoever*' to C. ; it was clearly
held that the leasehold part of the farm (6) passed
under the first devise '•
' Lane v. Earl SUnllope and Others, 6 T. R. 345.
(6) Unity of posiecsion is always a strong argument of inten-
tion to tndvde tke lutgects so held togjether, under one and the same
deyise, even where the word /arm does not occur in the will.
As in the case of Roe d. Pye v, Bird| 2 Blackst. 1 301. where a
testator devised all his estate in A. having copyhold and leasehold
there which had been purchased together, and afterwards occupied
ti^ther for twenty-three years ; the devise was held to include
both the leasehold and copyhold) as one consolidated estate,
though there was in the same will, a bequest by the testator, of all
his personal estate to another. And so, where a man devised
his freehold ^d copyhold messuages, lands and tenements to A. ;
9
«nder this devise the plant of a brewhouse was held to pass
with the brewhouse itself, having been tenanted together, although
there was a bequest of the personal estate to another. See Wood
Mid Wife^ 9. Gaynon fmd Wife and others. Amb^ 395.
elude.
456 Impart 6f Wards'^and Phrases Chap. IV.
Thus al«o^ in an earlier case^ where a testatrix had
devised to A. an entire /arm in the occupation of one
of her tenants^ which included a .small parcel of
marsh lands ; this parcel of marsh lands was hdd to
pass^ together with the farm to which it was at-
tached^ notwithstanding there was in the saoie wiD a
devise of all the testatrix's marsh knds to anoAer
person^ she having a large estate in marsh knds be-
sides^ which was let together to another tenant'.
^tlhi?*t ^^'^ \9W^ messuage has also been carried by
Buy in- construction to the same extent. Thus in a case
where the testator devised his three messuages^ with
all houses^ barns^ stables^ stalls^ et castera^ that stand
upon or belong to the said messuages^ and the ques-
tion was^ whether the lands and meadows which were
held with the messuages^ would pass by the wills the
Courts after saying that the intention of the testator
was the polar star to direct them in the construction
of wills, observed, that the testator had clearly mani-
fested his intention to dispose of his whole estate, by
the introductory words, which were, '^ As touching
such worldly estate wherewith God hath blessed me,
I g^ve, &c.'' The Court also laid great stress upon
the fact of the testator's having purchased the whole
estate together, both messuages and knds, a short
time before he made his will They thought it dear
from all circumstances, that the lands and meadows,
as well as the houses, were meant to pass by the de-
vise, as one entire farm, as much as if the testator
had said, ^'I give and devise all that my farm, with
the appurtenances which I purchased of A. B." which,
■ Holdfast d. Hitchcock v. Fsfdoe, 2 Bhckst* 9T6. aid see
Doe d. Belisjse v. the Earl of Iacss, 0 Eut 448.
Sect. "S. As to hnniMeahle things, 457
withcmt doubt^ would hare passed the whole^ both
messuages and lands \
Notwitfastandinfi: the different construction ffiven Hoiue—
to messuage^ and kouscy in many of the early cases^ may in-
the Court in the case of Doe d. Clements v. CoHins',
seemed to think the distinction had been carried
too far. There, A. being tenant for years, of a
house, gardens^ stables, and coal-pen, made the fol-
lowing bequest, '^I give the house I live in, and gar-
den to B." And it was held that the stables and
coal-pen occupied by A. together with the house,
passed without being expressly named, though the
testator used them for the purposes of trade, as well
as for the convenience of the house.
But no case has gone so far as to say that the word
house alone, is capable of receiving from evidence
of intention such an enlargement of its sense as to
pass lands in a will. In the case of Doe d. Walker,
V. WaHcer*, the argument from intention was much
pressed, but the Court considered that to supply the
word ^' lands*' would be to supply an absolute omis-
sion in the will, of which they said they never knew
an instance. * The case was shortly this. A testator
devised to his wife his house and goods, with all his
lands, goods, and chattels whatsoever and whereso-
ever, for her life ; and after her death to two younger
sons, till they should attain the age of fifteen, for
their education. He then devised his aforesaid house, ^
^oods, and chattels, equally to be divided between all
^ GnlliTer d. Jeffereys v* Poyntz. 3 Wils. 141* And see the
•ttses coUected in HargniTe's notes to Co. Litt. 5 b. note 21k
' 2 T. R. 499. f 3 Bos; et Poll. 375.
. V"
458 Import of Words and Phrases Chap. Vf.
his sons and dau^hters^ share and share alike ; and
it was determined that under the last clause of the
devise^ the lands did not pass. There is a case,
however^ in Peere Williams ^ in which, by force of
the general intent deducible from the .dispositions of
the will, land was held to pass without any other de-
scriptive word besides his (the testator's) house at
C. The testator directed that his cousin, Anne Edg-
ley, should continue to live at his house at C. and that
her son, H. E. should continue to live with her there
in the same manner as he then did with the testator;
that the said Anne Edgley should be at all the charge
of house-keeping, servants* wages, and coach horses,
to the number that he maintained. The testator was
seised in fee of some little land, by him^ always em-
ployed for producing hiiy and corn which was cod-
stantly spent in the house, and the land was ploughed
with the coach horses which the testator kept. Upon
this will and these circumstances the court rea8one4
that the intention of the testator was, that after his
death, and during the life of his kinswoman Anne
Edgley, every thing should be carried on and trans-
acted as it was in his life time, and that to such a
- nicety, as that the same number of servants, and even
of coach horses was to be employed, the same hospi-
tality observed, and the same horses used in ploughing
the lands ; which could not be, unless the lands were
to continue as before to be enjoyed . with the bouse :
therefore, as it seemed to have been his intention
not to part with them, it was decreed that those hods
which had before been constantly enjoyed with the
house, and the profits whereof had been applied to the
maintenance of the house, should continue to be so
enjoyed.
; Blackburn v. Edgley, 1 P. Wms. 600,
«
fifiCT. 2. jisto immoveable things. 459
There is less difficulty in construing land to pass ^Jj^^ ^^
with a house, where the word appurtenances is "^ordap-
added. Thus in Doe d. Lampriere^ v. Martin "^^ land ^•
occupied with a house^ and highly convenient for the
use of it^ was held to pass in a will by the word ap-
purtenances, though the land in that case was held
for a different term.
In the last cited case the devise was of ^' all the tes-
tator's copyhold messuage^ with all out-houses^ gar*
dens^ and appurtenances to the same belongings situ*
ate at Fulham^ and then in his possession." And the
land in question was the site of some cottages^ which
the testator had lately pulled down for the purpose of
taking the ground on which they stood into the court-
yard of the house^ so that his plain meaning was to
unite these parcels together^ and to devise all that he
personally occupied.
From the reasoning of the case it appears, that the
land was considered as included in the wprd appur-
tenances, for the sake of giving effect to tb^ mani-
fest intention <^f the testator^ as it appeared by the
context of the Y^ill itself, assisted and explained by
extrinsic evidence; which seems to be a sufficient
ground for extending the import of the word appur-
tenances, or any other word of description in a will
But it may be observed that that word in its strict
technical sense has been held to extend to the build-
ings^ curtilage^ and garden, belonging to a house^
and the court-yard seems to be part of the curtilage.
But appurtenances will pot ex vi termini compce-
• f Blackst. U4», ■
460 Impart of Words and Phrases CttAP. IV.
hend land, although usually occupied with a house,
> but only such land or ground as is immediately con«
nected therewith, and necessary to the commodious
enjoyment of it. If it is to be carried beyond this^
so as ^ include lands, such extension of its sense
must be a consequence of the principle of giving ef*
feet to the general plain intent of the testator. Thus
in Buck and Whalley v. Nurton *, where in the will
of the testator was the following clause : ^' And it
is my express will and desire, and I do hereby direct
that the said John Nurton shall hold and ei\joy my
said capital mansion-house, with the appurtenances^
for the space of one year after my death." In ano-
ther part of the same will the testator had devised
*' All that his capital mansion-house wherein he.tben
lived, and the lands and grounds thereto belonging,
and therewith held and enjoyed, with the appurte'
nances*'
The testator was possessed of a mansion-house, to-
gether with several parcels of land, amounting to 64
acres, and there were also extensive gardens and
pleasure-grounds, together with walks and ways at-
tached to the house. * The question was what parts
of the premises passed to John Nurton by the clause
which directed that he was to have the mansion-house
with the appurtenances for a year after the testator's
death. The ejectment was brought to recover 64
acres and a half of land, consisting of a park, mea-
dow land, pasture land, and orchards, which were
proved^ to have been constantly occupied by the tes*
tator for many years before his death in conjunction
^ith the mansion-house. But the court did not see
' i Bos. et PoU. 6S.
Seer. 2. As to immoveahte things. 461
sufficient evidence of intention in the case to justify
them in giving to the word appurtenances an effect
beyond its technical sense^ notwithstanding the fact
of the usual enjoyment of the lands in question to-
gether with the house. The word appurtenances
was therefore confined to the gardens^ pleasure-
grounds^ walks^ and orchards, though as to the or-
chards Eyre^ C. J. appeared to have some doubts.
It has Ions: heen settled that by a devise of the Bj a de-
° •' vi«€ of the
occupation, or of the rents and profits of the land^ occupa-
the land itself is carried to the devisee. Thus where the rad^
the occupation was devised to the executor for a time^ the i^dit^
and afterwards the land itself to another^ the execu- ** p»»^'
tor's execution of the legacy to himself was adjudged
to be an execution of it to the other, both their in-
terests being the same^. Such a gift of the rents and
profits, or of the occupation of the land, is consider-
ed as a mere circumlocution (7) to express the thing
itself (8). But the books make a difference between
* Welcden v. Elkington, Plowd. 524. Paramour v. Yardley,
Plowd. 5S9. And see Parker v. Plumber, Cro. £1. 190.
(7) The strictness of pleading requires that gifts or grants by
circumlocutory phrases, be stated and described according to their
true legal eifect. So that if in a plea to an action of trespass the
defendant state that the plaintiff licensed him to enter and occupy
the land for the space of a month, such a plea would not be good,
but he ought to say that the plolntiS ieased the land to him for that
time ; for the facts will not proye a licence but a leasee notwith*
standing the expression in the grant. See Plowd. 154. 542.
(S) It was observed by the^court in Paramour r« Yardley, that
this was more than the king shall hare of the tenant in fee simple
upon his outUwry In a personal action, for he shall haye only the
profits as they arise of themselTes without manuring.
1
461? Import of Words and Phrases Chap. IV,
the devise of the use or occupation of a personal
chattel^ and the devise of the occupation and profits
of land^ or a chattel real. Thus in the year-book 37
II. 6. (9) the case was that A. being possessed of a
book called the Grail^ devised it to B. one of bis ex-
ecutors, to have the occupation of it during his life^
and that after his death C. should have it in the same
manner for his life, and that after his death it should
be disposed of by his executors to the use of a church,
and died, and B. took the book, and kept it by force
of the devise, and delivered it to the wardens of the
said church, and died ; then C. took the book, and
the church wardens brought an action of trespass
against^him, and it was the clear opinion of the courts
that the action was maintainable, because the hwk
was never delivered to C. by the executors, and the
occupation or possession of B. was no execution of the
legacy to C. because nothing \>^s devised to B. but
the occupation, and the like to C, for the deviss
proves in itself that the property of the book was
always in the executors, to the use of the testat<M*, to
the intent that they should dispose of it to the use of
the church ; the occupation was a distinct thing from
the property : the occupation of one was not the oc-
cupation of the other, but their occupations differed
from each other, and were several things devised out
of the principal, for which reason the occupation of
B. was no execution of the occupation of C;
(9) Cited ID Paramour r. Yardley, Plo^d. 542. and approred
by all the court ; and see Gary r. Appleton, Ch, Ca- 240. where
the same distinction is taken ; and see Moor, 754. 3 Balst. 105.
and Allen 55. in which last case it was admitted that an authority
to take tile profits, implies as much as a derise of the profits.
Sect, S« As to immoveable tilings. 463
As a devise of the rents and profits passes the land ^7 ^^^
itself^ 80 by a devise of the ground rent reserved on grmmiUtni
a lease for years, the reversion has been held to be 'ion wui
carried to the devisee. This was determined in the
case of Maundy V. Maundy^, which case was as fol-
lows. On a special verdict in ejectment for houses in
■ square, it was found that Ventris Maundy
being seised of the reversion in fee of the houses,
which were of the value of 2601. per annum, but
then let on a lease for 60 years, at ^. per annum,
called a ground rent ; and having several sons and
daughters, made his will in April 1696, in the fol-
lowing terms : *' In respect to my worldly estate,
wherewith it has pleased God to bless me, I dispose
of it as follows : To my son Daniel I give 4/. per
annum of my ground rent;*' and in like manner he
parcelled out the whole 22/. to his children (except
the eldest), his, her, and their assigns for ever ; " but
as to Ventris my eldest and undutiful son, I give him,
in hopes he may reform^ 5/. per annum, due on blank
tickets in the million lottery. And if any of my other
children die, their legacy to go to the survivor, my
said undutiful son excepted, who is to have no share
or part thereof, nor any more share or portion than
I have before given him/'
The building leases being expired, the heir of Ven-
tris the eldest son, brought this ejectment, insisting
that the reversion was undisposed of; and that, how-
ever strong the intention to disinherit the eldest son
appeared, yet, if it was undisposed of, he must have
it'. And upon argument in the Common Pleas,
* Strange, 1020. Fitzg. 70. 388. S. C. in C. B, cas. temp. Lord
llardwicke, 142. 2 Barnard, K. B. 202.
^ Denn r. Gaskio, Covp. 66 !•
vtuei^
464 Import of Words aigd Phrases Chap. IV.
«
judgment was given against him in favour of the de-
visee^ which judgment v?as affirmed in the King's
Bench. And the case of Kerry v. Derrick ', was re-
lied on as good authority, and precisely to the point.
So in a subsequent case' in Chancery, it was held that
a bequest ot leasehold ground rents passed hot the re^
served rent only, but the whole reversionary lease-
hold interest*
•
Of the ef. With respect to the force and extent of the word
feet of the ^ ...
w^pr*^ premises in a will^ it is obvious that being; entirely a
word of reference, it will be commensurate in its opera-
tion to the extent of the words to which it refers, and
as it may be extended by reference to any number of
terms, its descriptive force may thus be made to cover
a variety of subjects having no connection or affinity
among themselves. Thus in a case* where a testator
devised as follows : '' I give and devise all that my
messuage, dwelling-house or tenement, with the shop,
barn, stable, and other buildings thereunto belonging,
which said messuage or tenement, buildings^ lands, or
premises, are now in my own possession^ and all
other my real estate whatsoever, in M. or in any other
place whatsoever, to S. and her assigns^ for and dur-
ing the term of her natural life ; and from and after
her decease, I give and devise the said messuage or
tenement, buildings, lands, and prfemises^ vnto my
youngest son W. B. his heirs and assigpas for ever;"'
it was held that the word premises used in the devise
to B., carried all that was before given to A., and was
not confined to the premises in £he testator's own pes-
' Moor, 771. Cro. Jac. 104. cited in 2 Veni. 400. asCheny
V. Dethick.
' Kaye v. Laxon, 1 Bro. C. C. 76.
* Doe d. Biddulph i^. Meakio, 1 East, 4#0.
Sect. 3. A$ to Estate, Hereditaments, %c. 4^5
session^ so that a reversion in fee of another mes-
suage^ to which the testator was entitled after the de-
termination of a life in beings in whose possession it
was outstanding during bis life-time^ passed to the de-
visee in remainder.
Section III.
Eatale, Hereditaments, Inheritance, Properly,
Ejects, Sfc.
THE word ' estate* is a word of great compass ;
predicable of every species of property^ corporeal or
incorporeal^ real and personal. It may also embrace
every description of interest ; and so far is it from
being necessary in a will to add words of inheritance in
order to make it passafee^ that words of restraint must
be added^ or specific grounds for inferring a narrower
intention in the testator must be sbewn^ to make it im^^
port less than the fee (1)^ where the fee is dispos-
able.
In the great case of the Countess of Bridgewater
V. the Duke of Bolton % Lord Holt has commented
^ 5 Mod. 106. Lord Hardwicke has said that this is a book of
no authority, but that this case is weU reported in it*
( 1 ) See Barnes v. Pitch, B Vez. Jan. (J04. The position of Lord
TrcTor In Shaw v. BnU, 1ft Mod. 59ft. where he says that ^ my
estate,' ' the rendue of my estate/ or ' the oyerplus of my es-
tate/ jokj pass the estate, uhire the intent is qjpartnt to pass it^
18 therefore to bt considered as too narrow.
2h
46$ Import of Words and Phrases Chap. IV.
very learnedly upon the force of the word^ taken se-
parately^ or in combination with others. The ques-
tions were whether the words '' All my real and per-
sonal estate" passed the fee-farm rents ; and if they
did, whether they passed the fee-simple, or only a life
interest, there being no words of inheritance in the
will (2). And first, it was held that the rents passed:
for the word '^estate' is genus generalissimum, and
includes all things, real and personal : and, secondly/
that the word ^ estate' ex vi termini, passed the fee in
awiU(3). • '
(^) The devise was to B., his executors and assigns ; but tbis
form of Umitation does not seem, according to the latest and best
iUithorities, to weigli much against the effect of the word estate^ ex-
cept perhaps where, as in Chester v, Painfer, 2 P. Wms. 335. aihI
Rogers o. Buggs, Andr. dl0.,the testator has shewn his own deirap*
prehension of the difference between these different forms of limi(a^
tion, by his addition of the word heirs io the word estate in other
parts of his will. But even this argument has been considered as of
little forc^ in other cases ; especially if from the general context of
the will an intention to give the wtiole may be collected. See It»-
betson v. Beckworth, Ca.Temp. Talb. 157.
(3) Lord Holt obserted that ^'' most certainly in grants thf
word estate would not pass a fee, because the law had appoioted-
that, let the intent be e^er so fully expressed and manifested in
grants, without the word ' heirs* the fee should sot pass. Litt.Ten.
Sect. 1. ; and that, eyen if a feoffment were made to J. S. to hoot
to him a fee simple^ which words could have no other sense than
to pass an inheritance, j^t that an estate for life only would pass.
4 Com. dig. < estates' (A. 2.) ; but that in a will it was otherwise;
because a will of lands was a new conveyance, created by the sta-
tute, whereby a man was enabled to devise all his socage land ak
his will andpleasure ; so that when a person manifestly shewed his
intent that the devisee should hare the inheritance, the statute that
empowered him to devise his estate at his pleasure, would make his
disposition good without tying him up to the forms of the common
law." This reason will^ howerer^ occur to many readers^ to he
^tCT: 3: As to E^tutt^ HeredilamerUs, ^c. 4si
It i« observable^ however, that Lord Holt laid con- ^^^* »
siderable stress on the accompanying words ' all' anci though
* my'. The word ' all* in his opinion, made the de- med by
vise iiiore comprehensive, and thef word ^ my', being pUc^, wih
a word of relation, expressed the amount of the iden- r^mpit;
tical interest which he had in the subject^ viz.* a fee.
But subsequent cases have given to the word ' estate^*
simply taken, a more absolute and independent force.
And where it has befen coupled with words of local des-
cription, or vised in the plural numberi it has been held
to transmit all the testator's interest in the subject.
Where a testator devised all bis estate in D., it was
decreed th&t the fee passed \ And the same point
was afterwards ruled by Lord Hardwicke' ; who in
a subsequent case, considered the distinction be-
tween i^i or at a place, as an idle distinction^. In
the case of Holdfast on dem.of Cowper v. Marten*,
where the testator gave and bequeathed to A. his
* Barry v. Edgewtfrtb, 2 P. Wms. 522.
• TuffneU c. Page, 2 Atk. 37.
* Goodwyn ©. Goodwyn, 1 Vez. 228.
• lT.R-411.
Imperfect imd urisatisfftctory ; for where lands were derisable bei
fore the statute, by the customs of particular places, the same la-
titude and indulgence was allowed to testators ; who are to be sup-
posed, in the majority of cases, ^o make these final dispositions «;i
their property, in a condition of mind in which it w^ould be un-
reasonable to expiect correct |>hras6'ology. Thus where lands were
deTisable vfuder the custom of a place, express and precise wordl
of limitation were not necessary by the common law ; for a devise
of lairds to a man, et sanguini sui, passed an estate tail. 1 RolL
«
Abr. 834. pi. 17. ; and so a devise of lands to a man, in fee-simple^
or to him and his assigns for ever, has always passed a' fes-simjla;
See Doe d. Lady Dacre o.' Roper, 11 East, 618.
2Hd
46i Irhpdfl bf Wbi-ds and PkraHa Chap. IV.
tktkie at B. A. -wtis adjodg^ to take the esUte
At B. in f««.
Lord "Hardwick^, in the ab6V6-c{t«d Ctte of Qofsi*
t^yh V. Qodfdwyn^ remarked that tlVMgii later casei
had gone farther than that of the CountesB 0f Bridffc-
MT&ter k). tihe Dake of Bolton^ and had held that by a
devke of '' all my estate in or M such a pkce^ not
only the lands thenraelves^ but all the hiterett paased,"
yet thai thete wab no case ^here it had been m htH,
where there was a ftLrther description, as in the ease
ffien before him, viz. in the ^cupati^n of partiaddf
tenants. The word, too, bein^ estates, and not estate,
ihade stich a difference in the case as to induce Mm to
auspend his judgment.
Both thei^ difficulties appear now to be removed. In
the cane of Pletcher «. Blniton', it was deaiiy decided
that the word estates in a will carries the fee, unless
coupled with other words that shew a different inten-
tion. And in a recent case ^ a devise of ^^ all my
estate, lands, &c. known and called by the name of
the (coal-yard, in the parish of St. Giles's, Loiidon,"
was held to carry the fee-simple in the premiseB
devised. The law must, therefore, be opuwdered
as settled, that no words describing the situatton
o^ or otherwise particularizing, the land devised,
shall restrain the word estate from carrying the fee-
simple. In the last-cited case the court adopted
Lord Hardwicke's remctrk in €bodwyi| v. Good-
ivyn, ^^ That there vrto no reason why ^te Vf^affds m
the occupation of B. and D. should restrain the ex-
tent of the word estate more than the localibf^ which
' 2 T. R. 056. • Roe d. Child v. WrigU, ^ Eadt^ Ut/
I
Sscf . & Asia Estate, Hereditaments, %«. 469
would net." It is not surprising^ therefore^ that aft^r
these decisions the court of Common Pleas should
have interposed in a very late case to save the counsel
the trouble of arguing that a devise of ^ all wy estate
of Ashton' passed the fee-simple*.
As to the word hereditament, the better opinion Tk^ftt
seems alfrays to have beep^ that it does nt)t per se de- pw by
note the quantum of interest conveyed. Thus in the word herb^
case of Hopewell v. Ackland'^ upon its being con- aione,
tended that the word hereditafnent imported an inhe-
ritance^ Lord Trevor stated decisively that this word
hereditament can not be taken to denote the measure
or quantity of estate^ but that it has a larger meaning
than lands and tenements, as it may extend to annui-
ties^ advowsons in gross^ Ac. And in the subsequent
case of Canning v. Canning ^ it was said by the Mas-
ter of the Rolls^ that the law was settled in the case
of Hopewell t;. Ackland^ that a fee will not pass by
the word hereditaments. Again Lord Kenyon in the
case of Doe d. Palmer and others v. Richards'^ ad-
mitted that the words '' All the rest^ residue, and re-
mainder of my messuages, lands, tenements, and
hereditaments/' were not sufficient in law to carry a
fee : and the same was held for law in the subsequent
case of Denn d. Moor v. Miller"". The law on thb
point may therefcNre be regarded as settled contrary
to the single opinion of Powell J. in Lydcott v. Wil-
^ Sir Arthar Chichester o. George Chichester Oxendon, 4 Taunt.
176. The Chief Justice observed, that he did not think it would
hare helped the plaintiff much if the testator had said ^ All my
Ashton estate.' And in Baiiis o. Gale, % Vez. 48. a ieaAse of
^^ all the estate I bought of M." passed the iee.
' iSalk. 238. ^ Mosel. Ml. ' ST. it. 358. " ST.R.65&
1
4it(f Import of Words and Phrases Ceas. IV.
lows*^ who said that hereditament was eqaivalent to
the word inheiitafice ; and that it could not be doubted
that if a testator^ seised of lands in feeTsimpIe, devise
the same by the words ^ my inheritance^' the fee wo\iId
pass.
The fee That by the ^word ifiheritance the fee passes in a
tbi^r/ will^ is sufficiently settled upon the authority of Loid
Hobarf" and Lord Holt ^. And in the case of Trent
V. Hanning''^ where the testator had appointed certain
persons ' trustees of inheritance/ for the execution of
his will ; though Lawrence J. thought these words
too vague and indefinite to pass the fee, the other
three Judges considered thitt the te^tatoD plainly
meant to make trustees of his estates of inheritance
in the same manner as if he had used the words
^ trustees of my inheritance^' or ' trustees to inherit
my estates/ and they therefore certified theic opinioii
that the trustees took the fee-simple,
pftiif im- Lord Mansfield has said^^ that the word effects
trord pro- is equivalent to property or worldly substance ; but
^^' two recent cases determined in the court of King's
Bench^ have established a distinction between them
.of great importance. According to the late case of
_ #
Doe, lessee of Wall v. Langlands', the word pror
perty, unaffected by the context of the instrument,
seems to have been considered as comprehending all
that the testator is worth, and as passing as well his
real as personal estate ; in which case (here were nq
" 3 Mod. 2^0.
? 'Widlake v. Harding, Hob. %
f Lord Raym. 854.
!* 7 East, 07. ' Hogan v. Jackspp, Cowp. U9.
- 14Ea8t2 370.
Sect. S. As to Estate^ Hereditaments^ f^c. 471
introductory words expressing an intention of dispos-
ing of every thing the testator had, and tlie word
property was immediately followed by words expres-
sive only of personal estate, viz. ' goods and chattels/
As to the* question, which the Chief Justice said, was
tfie material one in the case — whether the words im-
mediately following the word ^ property,' were descrip-
tive of the land of property the testator intended to
give, his Lordship disapproved of construing them^
as explanatory of what was meant by propertif, and
maintained that it was more •bvious and natural
to read the words cumulatively, i. e. as ' my property
and goods and chattels,' than as ' my property, namely
my goods and chattels/
It is very difficult to find any solid principle of dis-
tinction between the case of Doe v, Langlands^
above cited, and that of Roe d. Helling v. Yeud S
which a year or two before was decided in the Court
of Common Pleas. There the testator, after direct-
ing his debts and funeral expences to be paid by his
executors, and making several bequests of annuities
and money, devised to his five grandchildren, whom
he appointed executors, as follows : " To whom I
give all the remainder of my property whatsoever,
and wheresoever, to be divided equally, share and
share alike, after their paying and discharging the
before-mentioned annuities, legacies, and demands,
or any I may hereafter make by codicil to this my
will ; ail my goods, stock, bills, bonds, book-debts,
and securities in the Witham drainage in . Lincoln-:
shire, and funded property." There being no pro-
*2N. R.214.
4U% Import of Words and Phraser Chap. IV.
vision throughout the will that appeared to have aay
relation to real estate^ and nothing being given to any
person his heirs and assigns^ and the intention of the
testator seeming to the Court to be at most doubtful,
it was determined upon the general rule that an heir
ought not to be excluded unless the intention to give
the real estate away from him appears plainly by
the will itself^ that the title of the heir should pre-
vail.
The reason of th^ doubts felt by the Court as to
the testator's intention^ or rather of the inclinatioH
of their minds to think that the testator meant only
to dispose by will of his personalty, was the particu-
larity of the enumeration of personal things at the
end of the clause ; but that lawyer must be acute in-
deed, who can find a principle for deciding how
many particulars enumerated after the word ' pro-
perty/ expressive of personal estate only^ shall re-
strict the sense of that sweeping term to a disposition
of personal things alone.
Of the im- The case of Hogan d. Wallis and others v. Jack-
port of the
vfordrf' son^ which had been nine years depending in the
Courts in Ireland, turned upon the single question
Ivhether the residuary cbuse expressed in these words,
'^ I also give and bequeath unto my dearly beloved
mother, Mary Jackson, all the remainder and resi-
due of all the effects, both real and personal, which
I shall die possessed of"' were sufficient to pass the
real estate. It was contended at the bar diat the
word real might be satisfied by confining its sense to
■ Cowp. 290.
/tct9»
ScxT. S. M to Estate, Hereditaments, ^c. 473
real ekatteU (4) ; and though Lord Mansfield and the
Court decided that the phraae real effects clearly
carried the real estate^ yet their decision seemed rar
tber to found itself upon the capacity and extent of
the word itself in legal phraseology (5) than upon
the principle which is now taken as the hinge of all
these cases^ i. e. the intention of the testator^ withoat
any technical regard to the words used by him.
In Doe d. Chilcottt?. White ', Lord Kenyon can
hardly be said to have carried the doctrine farther by
holding, that where the testator having before devised
Kal and personal property to his wife for her life,
empowered her to give what she thought proper of
ber said effects . to her sisters for their lives, the dis-
posing power extended to the realty,
^ 1 East, 33.
(4) The force of the word reo/, when added to a general term,
such as property or effects, can at this time hardly be doubted.
But where the devise was of all his goods and chattels^ real and per-
fNMial, 0io?eable and immoTeabIe,LordHardwicke, upon rery plain
gronndt of diitisction, was of opinion^ that the lands would not
pass by the law of England, though thoy might have so done by
the ciTil law. Grayson r. Atkinson, 2 Wils. 333. See Markaro v.
Twysden, 1 Eq. C Abr. 211. and see Ridout v Pain, 49^. Chat-
tels real are not called so because they are real estate, but because
they are extractions out of the real estate, per Holt, C. J.
(5) As the Courts had already got so far as to hold that the
word legacy might signify a derise of land, when used in a will in
that sense, (by Lord Macclesfield in Beckley v. Ncwland, % P.
Wms. 182. and by Lord Mansfield, in Brady v. Cubit, Dougl. 40.)
one might have expected that in the case above cited, Lord Mans-
field would have rested the question as to the extent of the word
effects^ upon the broad ground of intention.
A74. Import of Words and Phrases Chap. IY.
In the case of Doe on the demises of Andrew and
others against Lainchbury and others ^ both the
words property and effects occurred in the resi-
duary devise^ blended with an enumeration of per-
sonal things^ but they were both considered as em-
bracing the real property^ the testator having used
them in other parts of his will to describe real estate.
By the residuary clause he devised all his ^^numey,
stock, property, and effects, of what kind or nature
«oever to A. and B. ; to be divided equally between
them^ share and share alike/' but he began his will by
stating '^as to my money and effects I dispose thereof
as follows/' and then proceeded to dispose of parts
of his real estate. And again having lands lying to-
gether with the lands of another person^ he directed
the latter to be purchased^ if offered for sale^ to be
added to his other adjoining property : thus shewing
by his own use of the words that he considered them
as being applicable a9 well to real as to personal estate.
One clear doctrine results from all these cases : —
that although the word 'estate/ taken independently
pf the context, by its own force, denotes not only real
as well as personal estate, but the highest degree
of real estate, and the word property carries of
itself both real and personj^l property, while the word
effects is generally and properly applicable to per-
sonal estate only; yet that all these words, and^
indeed every form of expression whereby a testa-
tor declares his will in respect to the disposition
of his property, submit to the rule which requires a
will to be construed agreeably to the intention of the
testator, where it can be collected from the who'^
"^11 East^SQQ.
Sect. 3. As to Estate, Hereditaments, !^e. 475
will^ and is consistent with law and public policy.
No criterion is more frequently resorted to in the of the doc-
trine of
books for expanding or contracting the sense of construing
words AS
the words^ estate, property, and effects, than the ^iMUtnge^
company in which they appear. Thus^ the word theaccom.
estate is frequently restrained to things ejusdem wo"ds!^
generis with those with which it is coupled and as-
sociated. As where a man^ seised in fee of lands ab-
solutely^ and of other lands by mortgage not forfeited^
devised first all his lands in fee to A., and all the rest
of his goods, chattels, estates, mortgages, debts, &c.,
to C, it was holden that no freehold passed*; and of
this decision Lord Holt strongly approved in the great
case of the Countess of Bridgewater v. the Duke of
Bolton, above-cited.
A long list of determinations to the same effect
has been confirmed by a late case* decided by
the present Lord Chancellor. There the testator,
after directing that his debts should be paid out of
his personal estate, gave certain legacies; and, hav-
ing a real estate in land, and a real estate in a rent-
charge, devised the latter to his wife for life, and
after her death to trustees to sell ; and, after giv-
ing some more legacies, directed that as and for the
monies to be received from the sale and disposal of
the said rent thereinbefore devised in trust to be sold
on the death of his wife, as also the monies to arise
from a sale of the remainder of his household goods
and furniture, plate, linen, china, beds and bedding,
and from all other his estate and effects, of what
? Wilkibson v. Maryland, Cro. Car. 447. 1 RoL Abr. 834.
• WooUam v. Kenworthyj 9 Vez, Jan. 137,
476 Import of Words and Phrases Cjiap. IV-
nature or kind soever^ or where9oever^ tlie same
should in the first place be subject and liable to^ and
charged and chargeable with^ the payment of the be-
fore-mentioned legacies ; and the residue of such
monies to arise as aforesaid^ he directed to be divided
and applied aa therein mentioned.
Upon this wiU^ Lord Eldon observed^ tbat^ tliM|^
the words charging the personal estate with the tega-
eies could mean nothings the personal estate baiag
by law chargeable with the legacies^ yet that they were
capable of being fairly enough interpreted as applica-
ble to the money arising from the sale of the real estate.
The question was^ whetlier upon the whole M* ws^
not clear that the testator did not mean that any tbing
of a real nature should pass under the word ^sklt€f
For that purpose every part of the will must be looked
at^ to determine^ whether that word^ in the context in
which it occurs^ and upon the general intention of the
wili^ and all the phrases of it taken together, was to be
understood ejusdem generis with the personal estate
immediately before described, or as meant to take ia
the real estate. It was to be considered whether by the
insertion of this word, where it occurred, the testator,
who had anxiously provided for the application of a
real estate, expressly devised upon the trust, cwld be
taken to mean that this other real estate of which be
was so seised, should by the effect of the word
' estate' standing as it did, be cloathed, in the hands
of the heir, with a trust of the very same nature as
the estate specifically devised to the trustees. Tbat
was not the prcAable intention upon the will^ takea
altogether ; and upon the whole he thought, and so
decreed, that the estate in question descended upon
the heir at law, for his own benefit.
SiBCT. 3. As to Edale, MefBdttaments, ^c. 477
Wh^^ the testator expkind his own meaning by
tile word estatCy by shewing of what he understands
it to consist, there can be no room fbr doubt. This
was the plain reason of the decision in Timewell v.
Pericins^ by Mr. Justice Portescue, at the Rdb.
The clause was thus, " Item, all those my freehold
buds and bop-grounds, with the messuages, &c. now
in the tenure of L., and all other the rest, residue,
and remainder of my estate, consisting in ready
mowey, plate, jewellery, leases, judgments, mort-
gages, Ac. or in any other thing whatsoever and
wheresoever, I give to A. H. and her assigns for
ever."
But where the word real is added to the word
'estate,' whatever words of limited expression or par-
tial extent tnay precede, or surround, or follow, it
WOiiM be difficult, indeed, to maintain, that any thing
less than both land and inheritance are embraced by
it. Thus in Ridout v. Pain % where a testator gave
aH the rest, residue and remainder of his goods and
chattels, and personal estate, together with his reed
estate^ Lord Hardwicke said there could be no ques*
tion but that the words, '^ together with my real
estate," vrould carry the land and inheritance, thougli
accompanied with the other words, '' goods and
chattel &c."
WtietJier the word ' estate,' ' property,* and others of
that genetul class, precede or follow the enumeration
of particulars, is a circumstance which seems- to af-*
ford no solid criterion for deciding whether they are,
» 2 Atk. 102- * 3 Atk. 486. .
478 Import of Wordi and Phrases CriiP. IV.
or are not^ to be construed ejusdem generis witk the
particulars specified. Nor can ordinary faculties of
discernment see any better ground of distinction in
the number of the articled enumerated ; or uoder
standi why the articles vthich succeed^ the word pro-
perty in the above-cited case of Roe v, Yeud *, in
the Common Pleas^ were held to restrict that word
to personal things^ while in the casd of Doe v. Letng'
lands ^ the word property was construed to extend
to real estate, notwithstanding it was followed by
words of like limited import. Probably, howefer,
the last-mentioned ca^e, which has treated the suc-
ceeding words as accumulative rather than explana^
tory, will be adhered to in future as the safer and
• more masculine decision^
. Wbtre the word estate corties after several words
properly descriptive of. personalty only^ Lord Hard-
wicke has furnished, a test more intelligible and ap-
plicable than many others which have been jrelied on.
He says that where the preceding words fully com-
prehend all the personalty, so that there is nothing
to satisfy the word 'estate,' unless it be heldte
apply to the real property, there, notwithstanding
the company in which it is foand, it will pass the real
prbpeity of the testator. The case in which this dis*
tinction is found is that of Tilly v. Siftipson*, in
Chancery, Easter, 1746. The testator, after de-
claring that he intended to dispose of all his worldly
estate, and making several devises to different per-
sons, gave and bequeathed '^ all the rest and residue
* 2 N. R. 214.
* 14 East. 370.
' d T. It. 659 Note to Fletcher v. SmitoV.
Sect^ 3< As to Estate, HereditamentSj ^e. 47Si
of his moneys goods^ chattels^ and estate whatsoever>'^
to his nephew A. B.^ and the question was^ whether
a beneficial interest in a real estate not before dis^
posed of^ would pass to the nephew by this de-
vise.
Lord Hardwicke was of opinion that it would. Ht
^d^ that where the court had restrained the word es tote
to carry personal estate only^ it had appeared that it
was the intention of the testator that it should be so
understood : as where it had stood coupled with par-
ticular descriptions of part of the personal estate^ as
a bequest of '' all my mortgages^ household goodsy
and estate^'' in which the preceding words were not a
foil description of the personal estate. But that it wa»
otherwise where the preceding words were sufficient to
pass the whole personal estate. If the testator had
saidy '' All the rest and residue of my personal estate
and estates whatsoever/' a real estate w^ould have
passed. His Lordship then observed that the bequest
in the case before '^him amounted to the san>e^ for the
word chattels was a full description of the personal
estate ; therefore^ since the testator had used word»
comprehending all his personal estate^ and then had
used the word estate, that word would carry a real es- .
tate. That the word whatsoever was used, wbiciv
was the same as if he had said^ of whatsoever kind
it may be (6) ; and if that had been the case it would
most certainly have carried the real estate. The case
ifi} In the late case of Hicks v. Dring, 2 M. aud S. Trin. Term,
1814) the Words after eff€€ti were of uhai nature or kind 9oever /
480 Import of Words and Phrases Chap. IV.
of Tirrell v. Page ' was, his Lordship said, very ma-
terial to the question, and he thought the cases conM
not be distinguished. There the gift was of " aH tiic
rest and residue of my money, goods, and chattels,
and all other estates whatsoever, I give to J. L.'*
The only difference was in the word others which he
did not think could distinguish it. If it had been 'all
the rest and residue of my household goods and mort-
gages, and all other estate,' he did not think that
those words would have carried the real estate.
If the reasoning of Lord Hardwicke be thought a
little refined^ and seems, as far as it proceedt^ upon the
ground of executing the intention, to found the infer-
ence of intention upon a distinction of words rathtf
too technical to decide the meaning of unlearned tes-
tators, it nevertheless affords a principle of some cer-
tainty, and which, if adhered to, may at least con-
duce to judicial consistency.
The word effects, we have already seen, by its general
import, carries per se nothing beyond the personalty,
although Kke all other words of description in a will,
its sense may be enlarged so as to embrace real estate
by force of the context. But though the words
wheresoever and whatsoever, ot, of what nature &r
' 1 Ckttn. Ca. 362.
bat these words iifere not coosidered as enlarging the sense of the
term. So in the case, already cited, of Woolham o. Kenworthji 9
Vez. Jan. 137. the word estate was preceded by the word oAery
ahd f onowed by the words of what nature or kbid soever^ and yet
it was confined to things ejasdem generis.
SfiiiT 3. As to Melide, Httedilamekti, ^k. 4S1
kind sdeter, fbllow th« word ejfett^, ihfej af e tiot
sttfficfetit without other aid from the context to htltij^
rtel e^tete within the descriptive fd)rce of the term.
Thas^ where a testatrix^ seised in fee of real t&tAti;
devised '^ all the rest residue and remainder of her
etfects whefesovef ahd whdti^oever, and of what tia<
tare, kind, or quality soever/* (except her wearittgf
Aipparel and plate), to certain nephews and nieces, to
be equally divided between them by her executors, it
wds held that the residuary clause did iiot carry the
real estate ^.
There were sererat eircumistances indeed in lb* The word*
V ^ of whftt
will last-mentioned, to oppOM the eitehsion of tbe nature or
word effects to real estate, as, the exception of wear- ev^Mo
ing apparel, and the placing the subjects of the de- uu-getiie
under the manuMment of the exeeutors. But in the wol^
a case just determined in the Court of King*s Bench, ^^^^'
aiid not yet reported, the rule seems to be established
that a simple disposition by a testator of all and sin-
gisdar his ejjfects of what nature and kind, soever.
Will only pass the personal estate '.
Nor will this word, although followed by the
Wtitdk of whdl nature or kind soever, always em*
bntce the whole personal property of the testa-
tor ; it is often confined to such particulars only as
ai!^e ejusdem generis with certain matters and thingd
before enumerated. Tims, where a testator be-
queathed to his wife an annuity of S002. per annum,
being part of the monies he then had in bank secu-
rity, Entirely fbr her own use and disposal, together
^ tainRAA v. Gilbert, i £ast, 516.
v.Briiifc d M. aiidS» T^ R. TrkK TmA^ 18i4.
Si
46S Import of Words and Phrases Chap. IV.
Wth all his household furniture and effects, of what
nature or kind soever, the word was confined to ar-
ticles ejusdem generis^ that is^ to household furni-
ture \
It is very material^ however^ to observe that in the
case last-mentioned, part of the testator's personal
property was devised to the wife in the foregoing
part of the will ; — a circumstance tending strongly to
shew that the testator meant the word effects to re-
ceive a limited interpretation. And this circumstance
was sufficient to weigh against the consideration of
the intestacy as to some of the property of the de-
ceased which was the consequence of the construc-
tion adopted.
In the case of Camfield v. Gilbert, a little above
cited, it appeared that the exception of wearing ap-
parel and plate, served in some measure to mark
and circumscribe the' meaning which the testator
meant to give to the word effects ; for by the exception,
the class out of which the exception was made was
implicitly characterized. And upon the same princi-
ple of construction the sense of the word effects was
in another case enlarged by force of the exception.
Thus where the words in a codicil were ''plate,
linen, household goods, and other effects," (money
excepted). Lord Eldon observed, that though the
doctrine appeared to be settled in the Court of
Chancery, that the words other effects in general
meant effects ejusdem generis, yet as money could
not be represented as ejusdem generis .with plate,
linen, and household goods, the express exception of
man^ out of the other effects, shewed the testatrix's
! RawliBgiv* JeaniagB, IS Ves« Ju. 39.
Sect. 4. When the whole Estate passes. 483
r
understanding that it would have passed by those
words, and that express words were required to
exclude it. She thought, that the words of the
bequest would carry things not ejusdem generis.
The disposition must, therefore, be taken to com*
prehend all that she has not excluded, which was
money only. His Lordship accordingly decided that
stock in the funds which does not pass under the
word money, was included in, and passed under,
the words of the bequest ^
Section IV.
When the whole Estate passes.
BY the law of England, in the conveyance of real Th« word
estates, words of limitation are required to the dona- ce^^^
tion or grant, for the creation of an estate of inherit- l^hSi^'
ance. Thus Lord Holt in the Countess of Bridge- ^^^^
water's case % in speaking of the construction of the
word estate, said, that '' most certainly in grants it
would not pass a fee, because the law appoints that,
let the intent of the parties be ever so fully expressed
and manifested in grants, without the word heirs a fee
shall not pass. (1) If a feoffment," continued that
■ Hotham v. Sutton^ 15 Vez. Jun. 319. * 6 Mod. 100.
(1) The Reader will find in Co. Litt. 9. b. many instances in Inwfaatiii-
which a fee will pass by deed or grant without the word heirs^ but fj^^y*
they are all exceptions which prove the rale. Thus, if a father en* pus in a
feoff the son to have and to hold to him and his heirs, and the son ^uhe
enfeoff the father as fully as the father enfeoffed him, by this the V^
UthBt hath a fee-simple. So by the ancient law gifts in frank mar-
riagei or for the consideration of marriage, carried the inheritance
2i8
484 Import of Words and Phrases Chap. 1Y.
great judge^ *' be made to I. S. to have to him infee^
sifnple, which words can have no other sense than to
pass an inheritance^ an estate only for life shall
pass^ and yet ^fee-simple' in pleadings is that which
^ describes the inheritance^ as seiskus in dondmeo sm
rtt de feodo. It stands also upon the. authority of
Littleton ^ that '^ if a man would purchase lands or te-
nements in fee-simple it behoveth him to have these
words in his purchase^ ' to have and to hold to him and
his heirs;' for these words ' his heirs' make the estate
of inheritance. For if a man purchase by these ' to
have and to hold to him for ever ;' or by these words
' to have and to hold to him and his assigns for ever ;*
in these two cases be has but an estate for term of
life^ for that they lack these words^ ' his heirs' which
words only make an estate of inheritance in grants."
^Sect 1.
'wiihoat the word heirs. Corporations aggr^te, which in jiK%.
ment of law neTer die, take the fee without the word ntooeistrsm
the grant to them* And for tlie same reason, becauia the king ne*
.^er dies in judgment of Uw, a grant to hfai bj deed earoUed passes
the fee to him without the words heirs or successors. If one co-
l^cener^ or joint-tenant releases to the other, or, if there be three,
and one releases to one of the others, generally, and without the
word heirsy the fee passes* A fine sur cognisance de Aroit ceae
ceo, &c. by which it is implied, that there was a precedent 9ft ie
fee, wiU carry the fee without words of limitation* And so, by t
common recorery the recoreror recorers the fee-simple without the
word heirs. By those releases also which work by extinguishment the
whole estate may pass without words of inheritance, as where the
Lord releases to the tenant of the land all his nght^ Ac. Ae srigo-
ory, rent, &c. are extinguished for ever, wittout the word heirs.
And it is said that if land be conreyed by bargafii and sate enrolled
for a consideration in money, which reaches to flit whole estal!^
the fee-simple passes, for the conyeyance works by contract aadhf
the use created* See Vincr. Abr. title estate, (K f } and (Ly
1
SfCT. 4. When the whole Estate passes. 485
Upon the same authority it stands'* that before tb^
statutes 32 and 34 H. 8. where^ by the custom of an«
cient boroughs and cities^ lands and tenements were
devisable by testament^ the great rule prevailed^ that
the will should be performed according to the intent
of the devisor ; and therefore^ if^ before the statute
taking away the necessity of attornment^ (S) a man
seised of a rent-service or rent-charge^ devised such
rent or service to another^ the devisee was competent
to distrain the tenant for the rent or service in arrear^
without any previous attornment from such tenant :
for if the effect of the gift were to depend upon the at-
tornment of the tenant^ perhaps the tenant might ne-
ver attorn^ and then the will of the devisor would
never be performed. '' So/' says the same venerable
writer^ '^ if a man deviseth such tenements to another
by his testament habendum sibi imperpetuum^ and the
devisee enter^ he hath a fee-simple causa qua supra/'
It was the maxim of the common law, and not^ as has
been sometimes said ^ a principle arising out of the
wording of the statute of wilK th&t ultima voluntas
testatoris est perimplenda secundum veram intentio-
nem suam.
But it is equally ,a fundamental rule in respect to
the operation of wills of land that the intention must
be disclosed either by expression or clear implication^
to carry th^ inheritance ; and this arises from the pe-
culiar character of a wHl according to the law of Eng*
»
* Ub. 3. c. 10. Sect. 585, 586. of AttonuDcnt. " See ante.
(3) The necessity of attornment was taken away by statute 4 and
5 Ann. c, 16. and the efficacy by statute 1 1 Geo. % c. .1 9r
485 Import of Words and Phrases Chaf. IV.
land, which considers it as an appointment to uses in
the nature of a conveyance^ and capable^ as such^ of
operating only upon the real property which the tes*
(ator has at the time. In analogy^ therefore, to the
case of a conveyance^ the devisor must mark his in-
tention by expression^ or some positive ground of in-
ference, in the instrument itself, that is, either by a
form of limitation, or by words amounting to a vir-
Cual declaration of his will.
What shall amount to such virtual declaration of a
testator's will is not established on any system of
rules; for no rule can anticipate the infinite va-
riety of supposable cases. The rule which may,
under circumstances, supersede every other is this,
that the construction of every will is to be made with
reference to the whole, and to be grounded upon a
consideration of the reciprocal bearings of all the com-
ponent parts. A doctrine, which necessarily, to a
certain degree, renders' every case upon wills an in-
dividual case, and not to be used as a precedent but
with great caution.
Where decisions, however, have turned upon the
signification of certain words, or phrases, as express-
ing by circumlocution the settled operation of certain
technical limitations, they may be said to have re-
duced even this luxuriant branch of the law to the
consistency and certainty of rule and sy&;tem. Such
constructions, too, as rest upon those primary rules
which are borrowed from the consideration of the
great end and purpose of all testamentary acts, as,
that toords are to he construed so as to effectuate dis-
positions and to avoid intestacy ; and that every tts*
tator is to be regarded as intending to benefit rather
Sect. 4. When the whole Estate passes. 4&t
than a burthen by his gifts, afford a standard of inter-
pretation in a vast variety of cases.
In the commentary upon the first section of his
author^ Lord Coke has stated by way of example se-
veral cases to shew where estates of inheritance may
pass in wills, without words of formal and regular li-
mitation. As if a man devise lands to another in per-
petuity, or to give, or to sell^ or in fee-simple, or to
him and his assigns for ever. (3) All which may be
considered as examples of the circumlocution^ above
alluded to ; and the case he puts of the devise of 20
acres to another, and that he shall pay to his executors
for the same ten pounds, whereby the devisee takes the
fee, upon the ground that the devise might otherwise
be a detriment rather than a benefit, by his dying before
any profit could be derived from it^ is an example of
the rule that every testator is to be considered as in-
tending a benefit to the object of the gift.
A devise to a man and his successors* will ^ve the ^^«^
^ word! in a
fee, and so will a devise to a man and to his blood, for ^^i «re
equivalent
the blood runs through the collateral line, as well as to a umita.
" tion to the
hein.
' RoU. Rep. 399.
(3) The dictum in Perkins, sect. 557. that If lands, be devised to
J. S., to hold to him and his assign s, he will take by these words a
fee is clearly not law, and is contrary to Lord Coke, who says in
the passage to which we have been referring, that if a devise be to
a man and his assigns, without sayingybr ever^ the devisee hath bat
an estate for life, Co. Lilt. 9. b. And if the devise be to several,
equally to be divided between them and their assigns^ it carries
only an estate in common for life*
(t^ Import ^ Words aHd Phrases Chap. 1Y.
the lineal^, but m deriAe tp one et semini suo^ or^ it
seems, to his posterityj ^vould create an estate tail^.
Nor is any particular form of expression necessary to
tlie effect of the devise ; for if a testator releases, by
his will, to I. S. and his heirs, I. S. wiN take the fee'.
Whether 4nd whtth^iP the phrase nsed by the testator im-
taTpoltMUi 9^^ the whole interest residing in himself, or the en-
tostator ^^ dominion and enjoyment of the thing by the de-
«Sthe*^Sl vissee^ the wme effect is proceed. Thwa, U is the same
tiredomi- 4jiinir whether ^ teatator gives ' all his eatate/ ' all he
nion over *» o • ^
the thing |g worth ^' ' wbatevCT be has ia the world'/ ' alt bis
jewmein inheritance'*/ ' all bis right, title and interest*/ 'aM
his pftrt^ ahare and interest*.' Or^ devises hia lands la
}. S. '^ to give aeU or do therewith ^t his wil) jiad
fksmnxe^/' or ' fox his own nse and to give avray al
his death to whim he pleaaes ^' or ' to dispose thereof
%t his free will and pkaaare / (4) in all of
' Co. Lttt. a. b. • 'Ibid.
^ Attjr. Cren. v. Bamfield 2 Fr^e^. 268. Tin. ti^. DeT.(L%.)
^ And. 33. and see 1 Lord Raym. 187.
^ Huxtep r. Brooman, 1 Bro. C. R. 437. But ally of itself,
d»QB not imply all the testator's interest, see Bowman r. Biil
1 Eq. Ca. Abr. 308.
' Hopewell o. Ackland, GoBb 164.
* Widlake v. Harding, Hob. 2.
" Gole 9. RawUnson, 3 Bro. P. C. 7.
* Andrew. V. Southhouse, 5 T. R. 292.
» Bro. Tit. Dot. pi. 30. Co. Litt. 9. b.
« TimeweU v. Perkins, 2 Atk. 103.
Difference (4) Goodtitle o. Otway, 2 Willi* 0* said see If askeljne v. Has-
the phnse ^^^7^9 Ambl. 75. Bnt there is a clear distinction betwe«i the ex-
1 »^o^ prasion in the tegct wl^ich imfilies a perfect donlBion of the e8l»fte,
and ^to bt snd the phrase, < to be freely pos^ess^ and ei^ioyfd' w>hich to
posc!?^.^ the case of Goodright d. Drewry v. Barron^ 11 East, 220. was
Sect. 4. When the v^U Estate paesee'. 46§
cases tbe' fisa^Biinple would uiidoubteAy peas to the
devisee. (5)
bald to carry ts Ae dafisee anChing bejiAod an jt state for lUh.
to maa^ * /twljr di^Jij^i; Uft,' or ^ frw frw* iJ^ ^^'fi^s?' W <* fr>i?
^om iinpeachp^nt of waste.' The to^tator iivight nv^an jopor^ but
the court ought not to give to them a more extended meaning thim
was necessary against the heir. In the abore case it was observed
by Mr. J. Le Blanc that if the lands had been given to the devisee
^ leeely to he disposed of,' the intent vautd hste hMn sh«Mi to p^ n
t^ fe^. The .c««e was djKtulg^ishaUe Uwk JLqtcsa^iki^ p, BU0Lt«
Cowp. 3$^« where siinilar word^ were held to pass the fee ; for in
that case, there |>eing a charge on the devisees which might last
longer than their lives, there was a ground for understanding the
words of the devise in the largest sense they would bear, othevwlse
the benefit intended by the testator might be unavailable.
Thougli it majr be looked upon m seMed ^t t^o ^Jij5^ c^a^ es-
t^, g^^ly, to V^ ^^ tibe d$S{^^l 9t th^ device, ^v^s the fee-
pi^]^\ey yet where the estate is e^i^ressly limited to the devisee /or
lifCy With a power of disposition, the devisee takes no more than a
life-estate with a power annexed. If the party dies without having
executed the power, the interest c^sea wHh the lif^ and no one can
take by transmission Arougk ike demisee, 3 l^9n 71. 4 Leofi
41.Tomlinsono. Dighton, I P. Wm^ 149. Ileid v. Shergold, 37Q.
i^id see Bradley v» Westcott, 13 Vez. Jun. 445. And such a power
must be exercised in conformity with the inteotion expressed in the
terms of its creation. Thus in Doe d. Thorley v. Thorley, 10 East
438. where a man devised all his freehold estate to his wife during
her naiural lifs^ i^nd also at her disposal t^erwards to ieeoe it to
mhom shepleasedy the court a^uclgod thut the word leave confined
tl^e authority of the devisee for life to a dispp^tiou by her will
only. lu Toiulinson r. pighton the power of disposal annexed to
the life estate was unrestrained.
(5) Where the property is personal, the words ^ all I am possessed
of and such like expressioos, where they stand uncontrouled by this
context will have the effect of paasiog all the personal estate which
the testator has at his death, and not only what he possesses at the
date of the will. 6 Vez. Jun. 816.
490 Import of Words and Phrases Chap. 17.
A direc- In the construction of wilb^ words must receive a
c^iud* natural interpretation^ and be understood in their re-
impu^ the ccived scnsc. Thus in the case of Green v. Armstead',
ofthe^ where A. devised his house and land in C.^ to his son
•impie. g^ £^j. jjjg ijjjg^ ^^^ ^j^^^ j^ remain to D. the son of
B.^ except B. purchased another house with so much
land^ and of the same value^ as the said house and land
in C. for the said D. his son^ and then B. might sell
the house and lands in C. as his own^ it was held that
D. took a fee in the house^ and lands in C.^ as B. did
not make any purchase of any other lands ; for the
word purchase imported^ in common speech^ an ab-
solute purchase in fee. And therefore, if a man di-
rects his executors to purchase land for his son, no
doubt says the case, it will import a fee-simple.
Appoint- And though, as has been above remarked, a vrill,
oeRon to* according to the law of England, is a species of con-
jStdT the* veyance, differing in that respect from the Roman
fee-simple, ^^jjj^ ^hich is rather the appointment of an heir ; and
though, in propriety of speech, no one can be truly
the heir by our law, but he whom the law makes so ;
yet, says the same great author from whom the point
last-mentioned was taken, '' There is an heir by ap-
pellation and vulgar acceptance, which imitates the
state of a true heir. And, therefore, if by my will I
appoint that 1. S. shall be the heir of my land, he shaO
have it in fee, for such estate as the ancestor hath,
such estate he is to inherit.*" So in a subsequent
case where the words of the will were, '^ I make my
cousin, G. B., my sole heir and executor ;" it was
held not only that the lands passed without being
mentioned, but a fee-simple in the lands ^
' Hob. 65.
• Spark V. Puraell, Hob. 75. ; and see the lecord in Wyncha'«
Entrees, 407. * Style 507, 383.
ScGT. 4. When the whole Estate passes. 491
We have seen above^ that one of the cages put by if laod u
Lord Coke^ in commenting on the first section of Lit- generally^
tleton^ wherein an estate in fee might be passed by a vweeofth^
will without the word heirs, was that of a devise to B. chLg*^,
paying a sum of money to his executors. Accord- tSem!;^^
ingly it has long been settled^ that where land is given pa^^ntof
by a will^ with a direction that the devisee shall pay a Qon^ythe
gross sum out of it, the devisee thereby takes the fee- *^** ^^^
simple; and this, although the sum so directed to be
paid be below the value of the land for one year ; for, as
has been before observed, one of the primary rules in
the construction of wills, is this — that every devise shall
be intended to carry with it a benefit ; and if the de-
visee in the case supposed, took only an estate for life,
he might die before he could be compensated out of
the land, and so tlie devise, instead of a benefit, might
bring a loss to him.
Thus in Collier's case", where a testator gave lands
to his brother, paying to one person twenty shillings,
and to others small sums, amounting to forty-five
shillings all together, the land being of the value of
3/. per annum, it was adjudged that the brother took
an estate in fee"'. So, if I devise my land to I. S., in
consideration that he will release 100/., which I owe
him, to my executors, the devisee, upon releasing the
debt, has the fee-simple for the same reason'.
For the same reason, also, if I devise my lands So if such
charged with the payment of my debts and legacies, charged
the fee will pass to the devisee. Thus, where A. seised paymlmof
of lands in fee, made his will, and gave his cousin B. tt^i^^
20/., to be paid out of his lands within one year ; and
after other legacies, he gave all his lands to R. gene-
* 6 Rep, 16. 3 Rep. ^1. a. I Roll. Abr. 834. * Bendl. 15.
493 Import of Words and Phrases Chap. IV.
nHy ; it was adjudged that R. took an estate in fee-
simple'. And where a testator devised by the foiiow-
ing words, *' All the rest^ reaidue^ and remainder of
my messuages, lands, tenements, hereditaments,
goods, chattek, and pei'sonal estate whatsoever, my
legacies and funeral expences being thereout paid^ I
give, devise, and bequeath unto my sister J. D. ; and
constitute and appoint her my executrix and residuary
legatee of this my wiH," Lord Kenyon said, that the
first words alone were not sufficient in law to carry
the fee ; but that he relied on the words immediately
following,—*^ My legacies and funeral expeneea being
thereout paid,'' as sufficient for that purpole; fw the
fund which was to answer these purposes ought to be
as ample as possible. These charges extended to, and
were to be taken out of, the property which was be-
fore given to the residuary legatee ; and if that devise
did not comprise the whole of the devisor's estate,
the interest as well as the land, the legacies and fune-
ral expences might not be paid'.
In a subsequent case decided by the same learned
Chief Justice, the doctrine was more distinctly ex-
pounded. The devise was in the following words :
" I give and bequeath my freehold house, with the
appurtenances, &c. and all the furniture thereto be-
longing, to E. Gibson, whom I make executrix of this
my last will, she paying all my just debts, and funeral
expences and legacies before-mentioned, in twelve
months after my death. I also leave to the said E.
Gibson, all the rest and residue of my personal es-
tate." The Judge before whom the cause was tried,
being of opinion that the devisee took a fee by reason
' Freak v. Lee, 3 Show, 38.
* Doe d. Pakner and others v. Richards, ^T. R. 556.
S^T. 4. When the whole Estate paaaei* 493
of the word^^ '' The paying all my debte> &c/' non-
sotted the plaintiff. And on a motion to det aside the
nonsuit^ Lord Kenyon thought the direction perfectly
right ; observing, that in caaea of this kind^ the ques-
tion has always been, whether the charge is to be
paid only out of the rents and profits of the estate^ or
whether Jt is to be paid by the devisee 'at all events ;
in the former case the devisee only takes an estate for
life, bnt in the latter he takes the fee ; otherwise he
might be a loser by the devise. The devisee, in the
case nnder consideration, was bound to pay the debta
and legacies at all events, and the charge was thrown
on her in respect of the real estate '.
Where fends are devised with a direction that the So mko
devisee shall make a perpetual yearly payment there- devisee is
out, if the devisee were not to take an estate commen- with^aper.
the chw^e^ he could not fulfil the testator'g ^ai p
intention. Accordingly vdiere one devised landa to C. °'^°^'
bis younger son, and directed that C. should pay annu-
ally to the elder son B. and hin heirs, three pounds ; it
was resolved that this was an estate in fee^. So iti
another case, where lands were devised to J. and S.,
who were to pay yearly to the Merchant Taylors*
Company in London, six pounds ten shillings, it was
resolved that the devisees took a fee-simple, by reason
of the annual payment, without any regard to the
greatness or smaUness of the sum ; for as the charge
* Dbe d. Waiej v. Holdits, 8 T. R. 1. See a1s<^ Goodtkle d.
Fiddj o. Medden^ 4 £ait, 495. The; distinctioa has turned in
all the cues on this — ^whether the debts, &c. were merely a charge
on the estate derised^ or a charge on the deyisee himself, in respect
of saoh «i(ate in his hands, per Lord Ellenborough.
* ShallAid V. Baker, Cro. El. 744.
494 Ifnport of Words and Phrases Chap. IV,
continued for ever^ the estate roust continue so too,
as without the estate^ the charge could not continue*.
Or with And although the annual payment to which the
the pi^y*
mentofao land IS Subjected, is to continue only for the life of
annuity for
the iif« of another, the devisee of the land must have the fee ;
another.
for otherwise the annuity might fail before the death
of the person for whom it was intended. Thus^ where
a testator, after giving several legacies^ gave to Mary
Ramsey the sum of twenty shillings a year^ for and
during her natural life, to be paid by his execu-
tors ; and gave his two yard-lands, with his house and
homestead^ and all the residue and remainder of his
goods, chattels, and personal estate, to Thomas Al-
len, he paying his debts, legacies, and funeral ex-
pences, and made Allen his executor^ the devise to
Thomas Allen was adjudged to be of an estate in fee
in the lands, because the annuity was given to Mary
Hamsey, for her life, to be paid by the executor,
which must have an estate to support it ; and, as the
devises to Allen followed each other immediately,
they must be construed as one clause, so that the
payment of debts and legacies was charged on the
real as well as the personal estate'.
«
And in another case, where a testator gave his two
copyhold tenements to Sarah Boreham, she paying
thereout forty shillings a year to her sister Elizabeth
Boreham, though the gift of the annuity to E. B. was not
expressed to be for her life, yet, there being reasons
enough afforded by the other parts of the will for
construing it to be, so intended, it was held that the
* Webb V. Hearing, Cro. Jac. 415., and Smith v. Tendall, 11
Mod. 90. 3Salk.685.
f Goodright v. Allen, 2 Blackst. 1041.
f
Sect. 4. When the whole Estate passes. 495
annuity to Elizabeth, made it a devise in fee to
Sarah*.
Upon a principle similar to that which is the true ByadeWse
solution of the class of cases just above considered, it lor*^r*^
is held, that if lands are devised to trustees, for pur- whiSiie.
poses which require them to have the fee-simple in ?"J'tiit'L
them to perform, the estate in fee will pass without SSSSLt
any words of limitation ; for, as Lord Hardwicke has SSStou
observed, it has often been determined that, in a de-
vise to trustees, it was not necessary that the word
heirs should be inserted, to carry the fee at law ; for
if the purposes of the trust could not be satisfied with-
out having a fee, courts of law would so construe it^
Of chattels real a general devise, without any words
of limitation or declaring any estate, passes the whole
interest of the devisor '. If such property be devised
to another for his life, and no intention appear to dis-
pose of the whole interest, a possibility of reverter is
left in the executors of the testator, to take effect upon
the death of the devisee within the term. But a de-
vise in a form of limitation which would pass the in-
heritance in tail, if it were a freehold estate, will carry
theabsohite interest in a termor chattel interest \
For the remainder of a term cannot be made to depend
upon a possibility so remote as the failure of issue,
• Baddeley v. Leppingwell, 2 Burr. 1531. Wilmot, 223. and
Goodright d. Baker t;. blocker, 5T. R. 13. ; game point determined
accordingly, and see Andrew v. Southouse, 5 T. R. 292.
' Gibson v. Montfort, i Vcz. 485. Shaw v. Wright, 1 Eq. C.
Abr. 176., and see Dates v. Cooke, 3 Burr. 1684. Chapman v.
Alissett, Ca. temp. Talbot, 145.
• Fenton vi Foster d. Dyer, 307. a. RoU. Abr. 831.
• Sede V. Stale, 1 P, Wms. 290. fiatterfield v. Bntterfield,
1 Vei. ISS. 154. -
496 Imi^rt of Wmrdi dnd Fhra^s ChAf. IY.
and therefore the intercfst muit i\op Wittf thte fint
taker.
«
Ai w the Witli( rcJlspMt to the force dnd <>p€)ration of the
oDeraiioii preanibte and intrdduetc^ry woi'ds in it wiH^ after soine
Lnbk, oT fluctuation it is at length clearly settled^ thai altUoiigfc
^^SS^mh ^^y m^e profbision of dtspOsiag of aH the testa^
tu a will, j^y,^ property, in the fuHest mabner, they will rM
operate to carry the words of the deriiiflg dame be-
yond their legd sense arid signification^ If the testa-
* ior coniRienCes his will with saying, ^'as touching the
disposition of all my tenporil estate/' (6) this wiO
nbt of iffcelf cailse a devise of a hotee to A. witfaotit
ahy words of liihitatibn, to be construed an estate in
fee-simple ^ But if the words used in the devising
part of the will> thoiigh not proper and techtiital^
aire yet dmfficient to carry the interest contended Ibt* ;
as, where a testator, after saying '^as to all my worldly
substance/' by the residuary clause of hig will de-
vised to hid mother aU the remainder and teiidae of
mU fm eHate and effects both real atidpersatwij the
ntfOther Was hdd to take the fee ^. But in a subsequent
case, where a testator devised thus> '' as to all sach
' Frogmorton and Wright v* Wright, 3 BhOsat. 089.
' Hegan r. Jackson, Cowp.200.
ft mtt
(S) In the case of Tanner v. Morse, Ca. temp. Taibot, 984. it
was contended that these words ttn^ral estate in the inCrodoctory
chiuse, in a strict sense, related only to estates of a certain difa*
tion, and that were to continue for a time only ; bat the Qomcellor
treated this as a Tory fallacious construction^ the word teDpoiti
being the same as worldly, and used in opposi(iDn to- ths word
eternal. There could not be a belter speoimei ef Iktt vain
disputations which sometimes find their way into .^^nrti xi jallioe*
S^fcT. 4. When the whole Estate poHfiS, 497
tBorldfy estate as God has endued me with^ I give
and bequeath as follows : — I give and devise all
that my freehold messuage and tenement lying
in 6. together with all houses, &c. and appurte*
nances whatsoever, belonging to the same^ to M*.R->
G. R., and T. R., my sister's sons, equally/* and
then, amongst other pecuniary legacies, gave the
sum of ten shillings to bis heir at law ; Liord Mans-
field, after saying that he suspected extremely that
the testator meant to give his nephews a fee in the
premises, for he had no other landed property, and had
given a disinheriting legacy to his heir at law^ agree-
ably to the vulgar notion taken from the Roman law^
' that the heir is to be cut off with a shilling (7), yet
declared it to be impossible to find words in the will
before him sufficient to controul the rule of Iaw\
Whatever the testator might intend, the misfortune
was that quod voluit non dixit. The testator had not
said that he meant to dispose of all his worldly estate^
and there were no words that would connect the de-
vise of the lands in question with the introduction so
as to pass the whole interest : therefore the devisees
would only take a life estate'. In the subsequent
case of Right v. Sidebotham "*, the same Chief Jus-
tice declared himself bound by the decision of the
case last-mentioned, and accordingly, with the con-
currence of the other Judges^ decided in the same
way.
' Denn d. Guskin v. Gaskin, Cowp. 657*
■ Dpugl.759.
(7) Vid. Vfn. c. ^. tit. 18. de inofficioso testamento.
498 Import of Words and Phrases Chaf. IY.
In Ibbetson- v. Beckwith% where consLderable
stress was hud by Lord Talbot on the introductory
words^ we are to observe that the testator devbed b)
the word estate, the force of which word we have al*
ready discussed^ and the introductory ckuse contained
words which Lord Mansfield treated in the case of
Denn v. Gaskin as very material ; for there the testator
expressed his intention to dispose of his worldly estate.
But in the case of Frogmorton v. Wright, already
cited % where the writ begun wiUi the words '^ai
touching the disposkion of all my temporal e^ate^"
no attention was paid to this distinction^ nor has it
been treated since with any regard.
. And although the word estate may be used by a
testator in the devising clause of his wiU^ yet if there
is ground for inferring from the whole of the con-
tents that the real estate was not intended to be devis-
ed^ the general introductory words^ though embracing
in the fullest manner the property, both real and per*
sonal^ will not overrule the inferences deducihle fnm
the whole tenor of the instrument. As, when a tes-
tator begun his will thus, '^ as to all my estate and
effects both real and personal/' and then proceeded,
by a residuary clause, to give all the rest of his estate
and effects of what nature soever, to A. and B., their
executors asid, admnmlrators, in trust to add tbeMle-
rest to the principal, and so to accumulate the same,
it being his will that the residue should not pass but
at the time and manner as the principal sum of 400(tf.
(before given to A. and B.) was directed to be paid,
it was held that a house, the only freehold of which
ihe testator was seised, did not pass by the vrill ; and
■" Cft^ Tsmp. Talb. 1 57. ^ S Bltckst. 889.-
Sect. 4r. When the whole Estate passes. 499
Lord Kenyon observed that the testator set out in the
beginning of his vfiW as if he meant to dispose of all
his property ; but though these general words would
have shewn his intention if there had been subse
quent words in the will to carry that intention into ex-
ecution as had been said by Lord Talbot in Ibbetson v.
Beckwith^ it had been held in a variety of cases that
alone they are not sufficient to dispose of a fee ; and
by adverting to the residuary clause^ there were no
words to pass theestate in question. The testator only
meant that that should extend to his personal estate.
It was given to trustees, their executors and admi-
nistrators,— technical terms applicable to personalty.
But " I rely/' said his Liordship^ " on the following
w^ords of the clause^ ' to add the interest to the princi-
pal so as to accumulate the same/ The interest and
principal were to make one consolidated sum of the
same nature^ and are terms wholly inapplicable to
real estate. Seeing, therefore, that there is nothing
in the residuary clause to pass this estate, and that
th&re is nothing in tlie will to make it necessary for
the trustees to take it to perform any trust in them,
the heir at law stands intrenched in his right as heir,
and cannot be removed from it."
The importance of the introductory clause as Bythe later
ntanifesting an mtention of complete and ultimate import.
disposition, has been gradually declining in Courts iutrodiwto-
both of law and of equity. In the case ofGoodright appeara^to
d. Baker v. Stocker '^ Lord Kenyon laid a very slight iwrcous"
stress upon it, observing that, though the general former^*"
introductory words would have some effect in the con-
flftruction of the subsequent devises, as had been said
''6T.R. 13.
t^ tk f^
600 Import of JVoT^s and P^ra^es Chap. IV.
by Lord Talbot in a case before hiiq^ they coul4 not
of themselves have carried the fee. In another case*
Lord EUenborough^ in adverting to the effect of this
clause^ observes^ that the construction might be con-
sidered as in a degree aided by the introductory words
of the will respecting his worl(jlly and temporal estate,
&c. which, said his Lordship^ '' are allowed to have
some weight in cases where the intention of the testator
is doubtful, and where there are other words in the
will to carry his intention into effect."
In the case of Goodright d. Drewry v. Barron \
which has been already cited for another purpose,
the imbecillity of this introductory clause was still
moje marked. There the testator after the introduc-
tory words '^'as touching my worldly estate^ &c/'
devised a cottage^ house^ &c. to A. and his heirs,
and also gave to B., whom he made his executrix,
*^ all and singular his lands^ messuages, and tenements
by her freely to be possessed and enjoyed", it was
held that the latter words, being ambiguous, did not
pass the fee against the heir, and that the word
estate in the introductory clause, could not be
brought down into the latter distinct clause. With
respect, said the Chief Justice, to the introductory
words, it has been held in many cases that they are
not sufficient of themselves to carry a fee; bat
juncta juvant. And Mr. J. Le Blanc observed that
the introductory words were a circumstance with
others, from whence the testator's interest might be
collected.
Finally, in the case of Doe d. Wall v. Langlands \
* Doe d. Bates, r. Clayton, 8 East, 147.
' 14 East, 372. * 14 Gast, Sr%
«
Se6t. 4. When the whole Estate passes. 501
it was said by the present Chief Justice^ that '' very
little inference of intention can be drawn from mere
formal words of introduction, though we certainly
find them in some cases called in aid to shew that
a man did not mean to die intestate as to any part of
his property ; and the making a will at all may also
be used as affording such inference."
The effect of the words usually employed in ofUicef.
the residuary clause is deserving of some consider- residuary
clause*
ation. In Tanner v, Morse, (8) the testator de-
vised in the following words " As to my temporal
estate, I bequeath to my nepliew T. (the testator's
heir at law^, 50//' then, after several legacies, he
concluded thus : '' And all the rest and residue of my
estate, goods and chattels whatsoever, I give and
bequeath to my beloved wife M . C, whom I make my
full and sole executrix." It was contended that as
to the words ^'AU the rest and residue of my estate,"
they must have relation to something that went
before, and there was nothing disposed of in the will
before that clause, but only some legacies charged
uffon the personal estate. Ldrd Talbot, however,
decreed an estate in fee-simple to pass by the words
of the will, considering the introductory clause fol-
lowed fey the devising words, as amounting to the
same as if the testator had said, '^ I devise the res£
and residue of all my temporal estate." And, in-
deed, it never has been doubted that if by necessary
6r fair construction the introductot^y wotds " As to
all my worldly estate, substance, &c." are fttirTy t6
(8) Ol. Temp. Talbot 364. Before Lord Chancellor King, and
afterwards affirmed by Lord Talbot on a rehearing : reported i&
3 P. Wms. 295. by the name of Tanner v. Wise.
602 Import of Words and Phras€$ Chap. IV.
he construed as connected with the devising words
that follow, the fee-simple passes under them ; for
then it is really a disposition by^ and not merely an
introduction tOj the will.
tte^rJ^dn. ^^ ^^ observablc that in the last-mentioned case, as it
wZhe* is reported in Pcerc Williams, Lord Talbot appears
woHi of^ to have adopted the argument of the counsel, that rest
'*'■**•"* and residue were mere words of relation, having a
necessary reference to some property of the testa-
tor before-mentioned in the wilK
But Lord Holt expressed a different opinion in tfie
case so much above referred to, of the Countess of
Bridgewater v. the Duke of Bolton ^ wherein he
said that it might be objected that the word residue
was a word of relation, and therefore to be confined
by its relation to something given before. But this
he denied, and said '' Suppose a man gives some of his
personal estate away by will, and in the same will,
gives the residue of his estate, real and personal, away,
should not this pass the freehold as well as the rest of
his personal estate ? Surely there is no doubt of it."
'^ And,'' said his Lordship, '' Considering the last clause
of the will, whereby he orders these rentSy in case of
deficiency, &c. to be sold, and the remainder thereof,
after the debts and legacies paid, to go to the Earl:
I say, considering 'this clause, with other scattered
clauses in the will, the rents thereby will pass. Some
doubts have been made whether the word ' remaimder
of my rent' be sufficient to pass these rents: be-
cause a remainder is a residue of something ; so
that if there be nothing sold, there can be no residue
or remai'nder. But this depends upon the construe-
* See 6 Mod. 108.
1
Sect. 4. When the whole Estate passes. 503
tion of the word ' remainder ; — ^whether there be a
necessity^ to sell to make a remainder. But I do not
think that the word remainder, here, is to be taken
for a remnant of a totum, when part is extracted
from it ; for if the rents are nQt sold, then they remain
unsold^ and the word remainder shall be understood
for the rents remaining unsold. This word remain*
der made some dispute which lasted for above an age.
It was a great question whether there could be a
remainder of a thing created de novo^, and which
never had been before. Since, a more reasonable
constructiqn has been made. If a man by deed
grant a rent to A. and the heirs of his body, remain-
der to B. and his heirs, this is a good remainder*."
There can not be a doubt, it is humbly apprehend- i^rdiHoit
ed, of the propriety of these observations of Lord reconcUed
Holt ; which may be reconciled with those of Lord point.
Talbot, above alluded to, by attending to the follow-
ing distinction.
The words, rest, residue, and remainder are not
to be considered as mere words of relation, when
the question is, what subjects are induded under
them ; for it seems clearly settled, not only tliat
property of the testator not before mentioned by
him will pass under the residuary devise, unless there
is something in the will itself to limit and contract its
compass tp the extent of the descriptive words used,
but property not distinctly in the contemplation of
the testator at the time. Thus M. C. made her will,
duly executed for passing freehold estates, and here-
by gave devised and bequeathed all and every the
• Plowd. 35.
"" I Sid. 385. Co. LiU. 341. a not«| (4). 398. a nots, (3).
"^ 1 Hen. Blackst. 333.
504 import of Wbrds and Phrases ChAp. IV.
rea} efltates^ which she was any ways seised of, inte-
rested in^ or entitled unto, hte the estate of W. N.^
to certain persons^ in manner therein mentioned,
lind she gave to other persons other messuages^ &c.
by particular local descriptions : she then gave se-
teral pecuniary and specific legacies^ and afterwards
devised and bequeathed all the rest and residue of
her estate, of what nature and kind soever, unto C.
for her life, with limitations over to other persons.
The teitatril died soon after making her will, seised
of eight acres of freehold, a^nd four of copyhold lands
of inheritance, in the parish of Ghertsey, which
were the lands in question, and not particularly de-
vised by the will. She had duly surrendered the copy*
hold to the use of her will. In this case there was no
difficulty in construing the lands, of which there was
no mention made in the will, as passing by the words
'^ AH the rest of my estate, of what nature or kind
soever.
f»
So also in the case of Goodright d. Earl of Buck*
inghamshire and others, v. Marquis of Downshire',
the Court recc^nized the principle laid down in many
antecedent cases, particularly in Smith d. Davis v.
Saunders ', that a residuary clause will e3ttend to every
latent reversion which the testator might have in bim,
unless it be expressly excluded by devise* to some
other person.
I
But when the question is, not as to the particular
parts of the property, but as to the qudntity of uUe*
rest, which passes to the devisee by the ri^didfitry
clause, it ittaiy freqiiently be of importance to consi-
der the words, ' res(,* ' residue' and ^ remainder/ in
their relation to the things mentioned in the preeedifig
* 3 Bob. et Pull. 600. ' 2 Blackst. 736.
Sect. 4. When the whole Estate pa$se$. 505
parts of the will. For if these words ate considered
alone, without any aid from the introductory words of ^
the will, or the descriptive words used in designating;
the property, they are incapable^ of themselvei, of
passing the absolute interest.
Thus in the case of Canning v. Canning ', wher6
the words were^ ^' all the rest, residue and remainder
of my messuages, land, or hereditaments whatsoever
and wheresoever, unbequeathed after my just dehth
legacies and funeral expenses are paid, 1 give to my
executors, in trust for my daughters, &c.'* it was ad-
judged that the executors took only a life estate ; for
the words " all the rest,'* &c. comprehended the par-
ticulars only, and not the estate. So where the
words were " all the rest of my lands, tenements and
hereditaments, either freehold or copyhold, whatso-
ever and wheresoever, after payment of my just debts,
I give, 'devise and bequeath the same unto my wife,
S. C, and I hereby nominate and appoint my said
wife sole executrix of my will," it was adjudged that
the wife only took an estate for life *. And in the
case of Doe d. Palmer, v. Richards *, where the de-
vise was of ''all the rest, residue and remaindefr of
my lands^ hereditaments, goods, chattels and personal
estate," it was admitted by Lord Kenyon that these
words alone were not sufficient in law to carry a fee.
But where a testator makes a partial disposition of
his interest in a thing, whether it be a chattel or he-
reditament, and afterwards devises or bequeaths the
'' rest, residue and remainder," &c. then these words
may properly be considered as having a specific re-
lation to what has gone before ; and standing in this
* Mosel. 240. * Denn v. MeUor^ 5 T. QL. 55S.
» 3 T. R. SiO.
506 InipoTt of Words and Phrases Chap. IV.
lights they seem to have been always held to carry
the whole of the testator's remainiog interest And
thtts Lord Holt and Lord Talbot may be reconciled
by adverting to the difference between a specific reh-
tion^ — as that which exists between an individnal whde
r
and its component parU^ and that more general rela-
tion that exists between the several particulars which
compose a numerical quantity. When rest or residue
are used to signify this latter relation^ the words im-
port only the things devised^ but when they denote
the former species of relation they imply the quantity
of interest remaining in the testator.
Thus in Grayson v. Atkinson^ where a testator be-
gan his will thus — as to all my temporal estate where*
with it has pleased God to bless me^ I give and de-
vise the sftme as follows : — and then gave several lega*
cies to A. ; and directed him to sell all or any part of his
real and personal estate for the payment of his debts
and legacies^ and concluded with giving, '^ all the
rest and residue of his goods and chattels real and
personal, moveable and immoveable, as houses, gar-
dens, tenements, to A." without using the word es-
tate, or any words of limitation. Lord Hardwicke,
though he doubted at first, was afterwards clearly of
opinion, that A. took a fee in the realty.
So in Hogan d. Wallis v. Jackson"*, where, after
beginning with the usual introductory words, '' As
. to all my worldly substance,'' the testator gave to his
mother his house and lands of G. for the term of her
natural life, without the liberty of committing waste
thereon, and gave other lands to her in the same man-
ner, and after several legacies and annuities, devised
to his mother, aU the remainder and residue of all bis
«
* 1 WUlt. MS. * Cowp. S90.
Sbct. 4. When the whole Estate passes. 507,
effects^ both real and personal^ which he should die
possessed of, the mother^ by the residuary clause^ \va8
adjudjn^ed to take the fee in the testator's fee-simple
estates (9).
In both the last-mentioned cases^ we find the
usual general introductory words; but as it has
tong been settled that these words can only assist^
and not enlarge^ the succeeding devises^ or enable
them to pass more than the words themselves aro
equal to^ it follows that these residuary words
were considered as, of themselves, capable in law
of carrying to the devisee the whole interest, when
the context shews this to be the intention^ and
such intention appeared in these cases by the relation
«
of the residuary words to a preceding partial disposi-
tion of the property.
In the case of Norton v. Ladd'', upon a devise to A. ofthede-
^ , vise of* ff-
for life^ and after her decease the whole remainder of mamder or
the lands to B., it was held that a remainder in fee-sim-
ple passed. And that case has never been doubted.
And upon a principle similar to that which has
above been endeavoured to be explained, it seems, that
when a testator has nothing but a reversion or re-
• 1 Lutw. 755,
(0) It was stroDgly contended that as the mother had a specific
estate for her life, and that estate was made liable to impeachment
for waste, such particular disposition to her was totally repugnaat
to, and inconsi^ent with, an intention to give her the absolute pro-
perty in a subsequent part of the same will. But this argument
was not suffered to prevail, and was considered by Lord Mansfield
as answered by the decision of Ridont v. Paine. 3 Atk. 486.
1
S08 Import of Words and Phrases Cnip. It.
rhairider in fee^ in the land, and devises it as such,
the ^hole interest paisses to the devisee; for though
the win m&y hate mdde no previous devise of a partial
interest out of the subject, yet the words " reversion, or
remainder/' naturally imply the quantity of interest
remaining in the testator, after the determination of
the antecedent estate or estates.
Acc6rd?ngfly, in the la^ cited case of Norton v.
Ladd, it was said, that the devise of a reversum car-
ried the fee. And wtiere a testator devised thns
'' i give to my son C G. the Reversion of the tene-
ment my sister now lives in, after her decease ; and
the reversion of those two tenements now in the pos*
session of J. C' Lord Hardwicke declared his opi->
riion that the word reversion passed the fee*. ''The
interest," said his Lordship, '' which the testator had
in it, was the reversion in fee which he had in him-
self, expectant on those leases which he had granted,
Whether for Kfe, or for years. ' Reversion^ was the
right of having the estate back again, when the par-
ticular estate determined : it was descriptive of the
right of reverter by way of eminence, that was in
Hjmself ; consequently there was no gtoUnd to split
of divide it. Giving (he reversion was giving the
wliol'e reversion, unless words are added limiting and
restraining the interest."
Thus also, in the case of Cole v. Rawlinson*^, Lord
Treby observed that it had been lately .djudgedf in
the Common Pleas, that when I. S. having a remain-
der in fee devised all his remainder to L N,, a fee
fassed to the devisee. And, where the Bell Tavern
was settled upon A. for life, reniainder to B. is tail,
AdUs V. Gale^ 2 Vez. 78. U Loid Riym. 187.
S^T. 4. . When the whole Estate passes. 509
remainder to A. in fee^ aqd A. devised all Uie hoii^e
called the Bell Tayern to B. without saying for wh^
estate^ it appears by a note in Yiner ^ that the fe^
was held to pass.
I pass over the crises wherein the word estate hf^l
occurred in the residuary devise^ aa improper exam-
ples of the force of the devising residuary words ;
since that term^ of itself^ embraces the absolute fe^r
simple in a will.
The effect of the residuary clause is very different Of the di^
in respect to real and personal estate. Which import- fecteof the
ant distinction is clearly and fully stated by Sir Wil- clause, ui
liam Grants in the case of Cambridge v. Rous. Hi^ real and
words are as follow : " The third question upon the estate,
will of S. is, whether the particular legacies, lapsed
by the death of M., fell into the residue, and pass by
the residuary clause, or belong to the next of kin, as
undisposed of. It has been long settled that a resi-
duary bequest of personal estate, (for it is otherwise
as to real) carries, not only every thing not disposed
of, but every thing that, in the event, turns out to
be not disposed of. And this, not in consequence of
any direct or expressed intention ; for it may be ar-
j^ued in all cases, that particular legacies are sepa-
rated from the residue, and that the testator does nojt
mean that the residuary legatee should take what i»
given away from him : no, for he does not contem-
plate the case : the residuary legatee is intended to
take only what is left; but that does not prevent the
right of the residuary legatee. A presumption arisen
for the residuary legatee against every one except the
f 8 Yin. 309. tit. Jkf. (h, «} pU S9*
510 Import of Words and Phrases Chap. IV.
«
particular legatee. The testator is supposed to give
it away from the residuary legatee^ only for the sake
of the particular legatee. In the case of lapse of real
estate^ the heir at law takes ; but in the case of per-
sonal property the residuary legatee is preferred
either to the next of kin, or the executor."
It is, therefore, the settled rule of construction, that,
as to personal estate, whatever is not eifectually taken
out of the bulk of the property, falls into the residuum,
and passes by the general bequest thereof. Nor does
it signify whether the particular legacy becomes in-
effectual by the death of the legatee in the testator's
lifetime, or by the disposition itself being void in
law.
In Brown v. Higgs ', one of the bequests of the
will was void under the statute of mortmain, and it
was without difficulty determined that the subject of
the void bequest passed to the residuary legatee: and
to what was observed, as to the testator's not meaning
to include in the residue what he imagined himself to
have previously disposed of, it was said by the Master
of the Rolls, that the same argument might be urged
in the case of lapsed legacies ; for no man supposes hit
legacies will lapse, or will not take place. And, in
Sfianley v. Baker \ in the same court, the authority of
Brown v. Higgs was recognized and confirmed. And
again in Crooke v.De Vandez ', the particular phrase
of '^ what remains" used by the testator, being held
to be tantamount to the word residue, and to in-
clude every thing not already disposed of, personal
' 4 Vez. Jun. 708. * Ibid. 732. '
! 11 Ves. Joo. 350.
Sect. 4. When the whole Estate passes. 511
estate, bequeathed upon a contingency too remote^
>vas held to pass under them to the residuary legiatee.
There is not any distinction as to this eflfect of the
residuary bequest between specific and general lega-
cies. And where a man by his will "^^ gave and be*
queathed all the rest and residue of his real and per*
flonal estate, whatsoever, and wheresoever, and of
what nature or kind soever the same might consist of,
not therein befare specifically disposed of, the ge-
neral devise was held to comprehend specific legacies
lapsed, upon the ground that the word specifically
ought to be construed ^ particularly.' The Master of
the Rolls being of opinion clearly, that the testator
was not to be interpreted as meaning to die intestate
with regard to all sums specifically bequeathed, and
testate with regard to all pecuniary legacies.
But if a devise of real estate becomes ineflfec-
tual from lapse, it is considered by the law as
undisposed of; and, having been separated from
the residue at the time that the will bad an inci-
pient operation, in the nature of a conveyance^
it cannot be brought again into it by a subse-
quent event. And where a testator manifests his
intention to make a particular disposition of a real
estate, and such disposition is void in law, still it will
not pass inclusively in the residue, unless under spe*-.
cial circumstances overruling the inference of inten-
tion to separate it from the residue. Thus in a case*
where the testatrix, having four sisters, devised par#
ticular estates to them, with remainder to her own
* Robarts v. Cooke, 16 Yes. Jun. 451.
" Amesburjr v. Brown, cited t Black* 739.
B12 Impart of Words and Phrases Chap. IT.
right heirs^ and afterwards gave the residue^ in a ge-
neral residuary dausa^ to one of the sisters^ and died,
having no other real estate ; upon one of the partica-
lar estates determining, it was held that the rever-
sion did not pass by the residuary clause ; for though
Ahe devise might not operate to make the heir take
by purchase^ (10) yet it was in the nature of an
exception out of the residuary clause^ which deter-
mination was approved by Lord Northington and
confirmed by the Court of K. B. in Smith d. Davis v.
Saunders "".
* $ Blackst. 736.
Of the de- (10) Where the same estate is derised to the Hetr in qoantitjand
belr-rwhen ^^itj, as he woald have taken by descent if there had been do de-
^<: takes by y|ge the deTise is Toid, and the heir will take by descent. But
the will--. ' ; ^
when by where bj the doTise a different estate is given from that which w
ef cent. j^^ would giTC, the yrWl prevails ; as where a man devises to A.
and B., his daughters and co-heirs, in fee : for instead of an estate
in coparcenary, they take as joint-tenants, with surriTorship. Soj
if the devise be to them, as tenants in common. And if a mia de-
rise to one of several co-heirs of himself; in as much as one co-heir
cannot take without the others by descent, the whple shall pass by
the devise. If a devise be to the heir and another in fee, the heir
takes by purchase, for he takes subject to survivorship m a
stranger. But if a testator devise to his heir and another, as te-
nants In common, it seems that the devise to the heir, as to his moi-
ety, is void, for he takes the part devised to h<m just in the same
manner, lu ff it had been left to descend to him. And, where lands
are subjected to a charge by a will, with a devise, to the heir in fe^
it seems that the heir will still take by his title of descent, and not
by purchase ; and that if it is subjected to a temporary right of pos-
session in another, tintil the heir pays a sum of money, and then is
devised to the heir in tee, still the heir takes according to his better
title, i. e. by descent. SeeFeame's posthumous Worlu, 236. S39«
Mid see Reading v. Rawstome, 2 Lord Raym. 4tk Ed. 829.
( 513 )
Section V.
Bjf what wo2^6 an Estate tail passes.
IN conformity with the principle of giving* elSect
to the intention* an estate tail^ as well as an estate in
fee, may be created in a will by expressions^ be they
«ver so informal, that manifest the meaning of the
testator. To discuss the varieties into which the
cases in the books have expanded the doctrine, would
require volumes of learned labour } the reader can
expect only the general heads of this multifarious
subject to be treated of in this place.
An inheritance in tail general, is properly created The formal
words of
in a deed where lands or tenements are given to a limitation
man, and his, heirs of his body begotten. And this efltatntau
estate^ according to Littleton \ ^' is called general tail^ mated,
because whatsoever woman such tenant in tail taketh
for wife, (if he hWh many wives, and by every of
them hath issue,) yet every one of these issues, by
possibility, may inherit the tenements by force of the
gift ; because «veiry of such issue is of bis body en-
gendered."
*' In the same manner it is,'' says the same author^
^' where lands or tenements are given to the womao^
and to the heirs of her body ; albeit that she halli
divers hiuAmnds^ yet the issue which she nray have by
• Sect. 14, 15.
2 L
S14 Import of Words and Phrases. Criip. lY.
every husband may inherit as issue in tail by force
of this gift^ and therefore such gifts are called gene-
ral tails/'
He then defines the tenancy in tail special to be^
'* where lands or tenements are given to a man and
his wife^ and to the heirs of their two bodies be-
gotten ; in which case, none jshall inherit by force of
this gift, but those that be engendered between these
two. And it is called special tail, because, if the wife
die, and he taketh another wife, and have issue, the
issue of the second wife shall not Inherit by force of
tliis gift, nor the issue of the second husband if die
first. husband die/'
Of the ne- These estates tail, whether general or special, are
^rd?in a not> in general, to be created by a gift inter vivos, with-
create an out the words of limitation used by Littleton, as above
stated ; for every estate tail was a fee>simple at common
law, and at common law, no fee-simple could be con-
veyed by feofiment or grant without the word heirs ; and
to the word heirs must be added words to express
from whose body the heirs intended are to spring (I).
citate tail.
(1) Yet, says Lord Coke, if a man gire lands to A. et baeredi-
bus de corpore suo, the remainder to B. in formi praedicti, this is a
good estate tail to B., for, in form4 praedict^ do include the other.
If a man letteth lands to A. for life, the remainder to B. in tail, the
remainder to C. in forma pr?edicta ; this remainder is void for the
nnceitaintj. Ait if the remainder had been to C. in elkdem fornl,
•this had been a good estate tail, for idem semper proximo antece-
dent! refertur.
The words ^ of his body' are not so strictly required, even in a
deed, but that they may be expressed by others which are tanta-
mount ; for the example which the statute de donia puts, has not
1h« words d€ corpwcn The words are these— cum aliqub dat ler-
;S£CT. 5. By what words an Estate tail passes. 515
Therefore^ if a man by deed give lands or tene-
ments to A. and to his seed^ or to the issues^ or childf en,
of his body, or to the issues of his body lawfully be- -
ram suam alicui Tiro et ejas uxori et haeredibus de ipsis tipo et mu«
Here procreatis. Therefore, if lands be giten to B. et haeredibu3
qttos idem B. de prima uxore sua legitime procrearet| this is a good
estate in especial tail, (although he hath no wife at the time,) j^ithout
the words de corpore. So it is if lands be given to a man^ and to
his heirs which he shall beget of his wife, or to a man et haeredibus
de came sua, or to a man et haeredibus de se. In all these cases,
these are good estates tail, and yet the wordy de corpare are omiU
ted.
The word begotten may in many cases be .omitted in a deed;
and though Littleton says, ingendered, or begotten, yet if the
words be, ' to be begotten,' or, ' whom he shall have begotten,*
the estate tail is good ; and, as procreatis shall extend to the issues
begotten afterwards, so procreandis shall extend to the issues be-
gotten before. Co. Litt. 20. b.
If lands be limited by deed to the use of J. S. et hasredum mas-
culorum suorum legitime procreatorum, remainder over, it is a fee*
umple ; but if it be haeredum masculoruni de se^ or in Ei^lish, the
heirs of him lajcJUlly begotten^ especially where there is a remain-
der oyer, it is tail. Bedell's case, 7 Rep. 41. Where the premises
in a deed come short of the full description, provicVd they have
the word ^ heirs,' the habendum may supply what is wanting to make
the estate tail ; as if lands be giren to B. and his heirs, to haye and
to hold to him and the heirs of his body, or if lands be given i^
B. and his heirs, to hold to B. and his heirs if B. have heirs of his
Body, but if he shall die without heirs of his body, that they shall
revert to the donor ; thus has been adjudged an estate tail. See
Co. litt. t21. a. and the note by Mr. Ilargrave, 124.
It seems that a limitation in a deed to a man and to the lieif
of: his body in the singular number, gives htm an estate tail. See
Co. Litt. 22. a. and Richards v. I^ady Bergavenoy, 2 Vern. 235^
And, according to many authorities, heir may be nomen coIlecti«^
vum as well in a deed as a will, and operate in both in the same
manner as heirs in the plural number; for which see the several
authorities referred to by Mr. Hargrave, in note to Co. Litt. 8. b.
2 1*8
516 Import of Words and Phrases. Chap. IV
gotten^ A. has but an estate for his life\ And if a
conf eyance be to a man and his heirs mak^ he there-
by takes a fee-simple without regard to the word
male.
What But in a will^ if A. devise land to B. and his
•iifficient male^ the law will supply the words ' of Ids hodg,* and
create an make it an estate tail*". And if latid foe devised to B.
^ ' and \m issue, or to his children, and B. had none at
the time of the devise^ he takes an estate tail ; for
the intention to give to the children the land by such
a devise is plain ; and they cannot take as immediate
devisees^ not being in existence ; nor by way of re-
mainder, for the devise is immediate to B. and his
children ; therefore the words must be taken as words
of limitation, that is, as vesting an estate tail in the
parent'.
In the case last supposed there is no way of exe-
cuting the intention of the testator, but by giving the
parent an estate tail ; but if B. has issue living, and
land is doirised to B. and his issue, or children, the
intention of the testator to give an iminediate estate,
may be effectuated by a joint estate being executed ia
B. and his children, and there being no words of in-
heritance to indicate an intention to give more than ft^
hfp estate, they take only as joint-tenants for life.
Again, if the devise be to B. for his life, or to B.
geneirally, and after his decease to his children, or
remainder to his children, he having a son or daugh-
ter, the father takes but an estate for life, with re-
mainder to his children for life ; for no ^eater estate
9
» Vent, aaa, M». ! Co. lAt. 20. b. * « Rep. IT.
Sect. 5. Bj/ what words an Estate tail passes. 517
would have passed by these words at common law^
and to make a will operate differently from a convey-
ance at common law^ the intent of the testator must
appear*.
Where lands are devised to another generally^ and
without any words expressive of the interest he is to
take^ he thereby becopies entitled only to an estate
for Hfe. Nor will a greater estate pass to the devisee
by a devise to him and his assigns. But if after such
general devise the testator shews his meaning to be^
though expressed in the loosest terms^ to continue the
estate in the descendants of the devisee^ his estate
will be enlarged so as to carry such intention into
effect.
Thus where a house was devised to three brothers^
among them ; provided always that the hoi)pif be not
fiold^ but go to the next of the name and blood : it
wras resolved that the devisees took estates tail \
And where a person devised land to his three
daughters^ to be equally divided ; and if any of them
died before the other^ then the one to be the other's
heir^ equally to be divided ; and if his three daugh-
ters died without issue^ then he willed it to two stran-
gers: it was adjudged that the daughters took estates
tail '.
A person devised land to his wife for life, and after
her decease to his son ; and if his son died without
• Wild'8 Case, 6 Rep. 17.
* Chapman's ease, Dyer, 333.
I KiDg V. Rumball, Cro. Jac. 448*
518 Import of Words and Phrases. Chap. IV.
ifisue^ ka-cing no son, that another should have it : it
was adjudged that the 8on took an estate in tail male ^
R. J. being seised in fee of a copyhold of inherit-
ance which he had surrendered to the use of his
will, devised to J. Wedgcborough his house in the
Brook, and 30/., and then gave other pecuniary lega-
cies; and to William Taylor, his sister's son, a house
by the description of his ''house on the green, with
the ground and out-houses thereto belonging," and
declared his will and meaning to be, that if either of
the persons before-named died without issue, lawfully
begotten, then the said legacy should be divided
equally between them that were left alive : adjudged
that William Taylor took an estate tail '.
A man having issue two sons, devised all his land
to his eldest son ; and, if he died wUkout heirs male,
then to his other son in like manner. The court ob-
served that the words 'of his body,* which properly
created an estate tail, were left out ; but that the intent
of the testator might be collected out of his will, Ihat
he desiffned an estate tail; for, without this dc-
vise, it would have gone to his second son, if the first
had died without issue. It was therefore an estate
tail\
A. devised to the three sons of C. D. successively,
in tail male, remainder to every son and sons of the
said C. D. which should be begotten on the body of
Sarah his wife. And for want of such issue to
^ Robinson r. Miller, 1 Roll. Ab. 837.
* Hope ex. dem. Brown v, Taylor, 1 Burr. 368tf
* Blaxton V.Stone, SMod.R. 133*
Sect. 5. . By what words an Estate tail passes. 519
W. N. &c. with a proviso that the devisees end their
descendants should take the surname and arms of the
testator. The Court of King's Bench resolved that
the afterhorn sons took several estates in tail male^ in
succession ; as the words '^ for want of such issue/'
must he construed ' for want of heirs male of the body/
and that this was the true construction '.
\
A person devised in these words : ^' I give and be-
queath all my copyhold lands to my nephew Isaac
Slater ; but^ if the aforesaid Isaac Slater shall die
without male heir, then my will is, that my nephew
John Slater shall enter upon and enjoy the said copy-
hold lands, his heirs or assigns, for ever ; provided
the aforesaid Isaac Slater paid to his wife Elizabeth
Slater, the sum of 8Z. a year, during her life ; with a
power of entry to the wife if the annuity was not paid.
It was contended, that Isaac took a fee by reason of
the annuity. But Lord Kenyon said, it was clear
from all the cases on the subject, that Isaac Slater
took an estate tail.
And althouerh the testator {rives to the devisee an "^at /
. words will
express estate for his life only, such estate will ne- enlarge an
vertheless be enlarged into an estate tail to give tate for ufe
effect to the general intent of the testator by em- tate tail.
bracing the ulterior objects of the devisor, within its
legal extent and duration .
A. Dymock devised to his nephew William all his
freehold estate at A. to hold to him during his natural
life ; and, after his decease, to and amongst his is-
\ E?aii8 V. Astlej, 3 Burr. 1570. ;* 1 Vent. ^30.
t
S^ Import of Words and Phrases. Caap. IV.
dtie ; and^ in default of if;sue^ to be divided between
his nephew E. and his niece M. and to their heirs and
assigtis for ever ". Lord Kenyon said^ that although
this will was vei^ inaccnrately drawn^ he thought the
devisor's gtntral intention might be collected from
the words of it : the great question in the case vns,
what estate W. Dymock took under the will. In the
first clause the estate was expressed to be given only
during his natural life^ but in the next limitation it
was to go to his issue^ and in default of issue it
was to go over; it was clear, therefore, from the
whole of the will, that the devisor did not intend that
it should go over to those in remainder, until after a
general failure of issue in W. Dymock. He there-
fore thought that the Court was warranted by many
determinations, and particularly by that of Robinson
V. Robinson *, to give that effect to the will which
would best answer the devisor's general intention ;
though, by so doing, they might defeat some partiadar
intention. Here the general intent was, that W. Dy-
mock and his issue should take first ; then what con-
struction would best effectuate that-intention. It had
been argued by the plaintifTs counsel that W. Dymock
took only an estate for life, and his children an estate
tail : but it would be difficult to put two different in-
terpretations on the word'Mssu^:' and, even if that
could be done, it would not further the intention of
the devisor, for there were no cross remainders to Ute
children, and they never can be supplied ; so that,
according to the construction contended for, if one
of the children died, his share would go over to those
in remainder, in prejudice of those children who sur-
vived ; which was certainly not intmded by the de-
- Dee V. Applin^ 4 Term. R. 82. M Barr. 38.
Sect. 5. By what %Dord$ an Estate tail passes. 521
Tiftor. Therefore his general intent would be besC
answered by saying, that W. Dymock took an estate
tail; and, in so determining, the Court would not
^o farther than had been done in other cases. Judg-
ment was accordingly given that W. Dymock took
an estate tail.
A testator devised all his freehold messuages, &c. to
bis daughter, Mary Ayscough, and the beirs of her
body, lawfully to be begotten, for ever, as tenants in
common, and not as joint tenants ; and, in case his said
daughter should happen to die before twenty-one, or
without having issue on her body lawfully begotten,
then he gave his freehold messuages to R. Ayscough
in fee'.
Lord Kenyon said, it was a rule of construction in ParticnUr
i»i"t«i til • i«j«» intention
cases of this kind, settled by a variety of decisions, expressed
but particularly by that of Robinson t?. Robinson, that place to tbe
where it appeared in a will that the testator had tention coi.
..... ji _i •. lected from
a general intention, and also a secondary inten- the whole
tion, and they clashed, the latter must give way to ^' '
the former. Here were no words of limitation added
to the estate given to the children, (supposing they
took as purchasers) ; and yet the remainder over was
not to take effect till there was a general failure
of her issue ; so that.there must be an estate to com*
prehend all her children for ever ; his Lordship con-
cluded in these^words — " I admit that in this case the
testator intended that his daughter, M. Ayscough
should only take an estate for her life, and that her
children should take as purchasers : but then he also
intended that all the progeny of those children should
' Doe 9. Smith, 7 Term. R. 531. 1 Burr. 38.
.622 Import of Words nnd Phrases. Chip. IV-
take before any interest should vest in his more re«
mote relations : now the latter intention cannot be
carried into effect^ unless M. Ayscough takes an es--
tate tail; in order^ therefore^ to give effect to the
devisor's genend intenti4m, according to the fair
construction of the will^ M. Ayscough must take an
estate tail/'
H^nry Cook devised a messuage or tenement to
Richard Cook for the term only of his natural Ufe ;
and after his decease^ he gave and 'devised the same
unto the lawful issue of the said Richard Cook^ at
tenants in common^ to whom he gave^ devised, and
bequeathed, the same ; but in case the said Richard
Cook should die without leaving lawful issue, then,
and in such case, after his decease, he gave and de-»
vised the $ame to Elizabeth Harding in fee^
Lord Kenyon said, it had been the settled doctrine
of Westminster Hall, for the preceding forty or fifty
years, that there might be a general and a particular
intent in a will, and that the latter must give way^
when the former could not otherwise be carried into
effect. That this doctrine had been confirmed by the
cases of Robinson v. Robinson, Roe t^. Grew, and Doe
V. Smith.- That the court would best fulfil the parti-
cular intent of the testator in this case, by giving
Richard Cook only an estate for life ; but the general
intent was, that all his issue should ii^herit the entire
estate^ before it went over ; and that intent could only
be answered by giving him an estate tail, by im-
plication from the subsequent words, '^ in default of
his leaving issue."
« Doe V. Cooper, 1 East R. 2^.
Sect. 5. By what words an Estate tail passes. 6^3
If an estate be devised to a man for his life with re- ^^»'?
there ii a
roainders to his first and other sons indefinitely in tail, ^^^v*"*?.^
•^ one for life
and then the limitation over is introdu<^cd by the expresniy,
•^ with re-
virords '^ in default of issue/' or " for want of issue of inaindem
to first and
the body of the first taker/' or " in default of heirs Athemona,
and then a
male" by these words in such a case the express e^* limitation
_.^. % n 1 111 1 over in de-
tate for life given to the first taker, shall not be en- fault of u.
larged by construction into an estate tail, for the li-
mitations as they stand extend to all the issue of the
first taker. And for this the case of Bamfield v. Pop-
ham ', is the leading; and standard authority. But if
an estate be given to a man for his life, with limitations
to his issue falling short of the testator's manifest in-
tent to embrace all his issue within the scope of the
limitations, and then come the words '' if he shall die
without issue, or in default of issue," these words in
such a case will reflect back an estate tail upon the
first taker, notwithstanding his express estate for
life (2).
The learned Editor of Pcre Williams in his note
to the case of Bamfield and Popham very justly
observes, that there is no general or fixed rule for
the construction of words of this kind, but that
courts both of law and equity consider the raising
of estates tail by implication always to depend upon
the question whether such implication be necessary, or
not, to effectuate the general intention of the testator.
'I P. Wms. 51.
(i) Langley v. Baldwin, correctly stated in the case of the At-
torney General v. Sutton, 1 P. Wms. 753.
5S* Import of Words and Phrases. Chap. IV.
* That this is the true and proper criterion^ appears
strikingly from the case of Langley v. Baldwin. (3)
That was a case referred by the Court of Chancery to
the judges of the court of Comoion Pleas for their
opinion^ in the time of Lord Trevor. And the limi-
tations run thus. To A. for his life wUhout wipeaeh-
7nent of waste, and with a power qf joiniuring, re*
mainder to the firsts second^ . and so on, to (he sixik
son of A., and no further, in tail male ; then came (he
words, '^ And if A. shall die without issue male of his
body/' remainder to B. in fee. And notwithstandiog
the limitation to A. was without impeachment of wasle,
and with a power of jointuring, which art^ usaally
coupled with a life estate, and therefore in aome
degree declaratory of an intention in the testator
to confine the interest to the life of the first taker,
yet the judges of K. B. were unanimously of opi-
nion, that A. took an estate tail by implication ; be-
cause if there should be a seventh son, and the six
sons should die without issue, the property would pass
over such seventh son and go to a remote remainder
man, which could not be supposed to have been the
intention of the testator; therefore, to let in such
seventh son and other subsequent sons to take (but
still to take as issue male of the body by descent and
not by purchase) the court held that A. took^ by im-
plication of law, an estate tail.
(3) In Ginger v. White, Willes, 348. The C. J. obserTed, that
this case of ILangley o. Baldwin was best stated in 1 P. Wms. 759>in
the Attoniey General o. Sutton. And in the case of Alanson o.
Clithero, 1 Vez. 25. it was obserTod by Lord Hardwicke, that the
case of Langley v, Baldwin was wrongly reported in Equity C^t*
Abridged in the Tery point.
S£€T. &. By what tdords am Estate tail passes. 525
In the case of Ginger d. White v. White', the de*
TiBe nay be shortly stated thus : the testator John
White the elder, being seised in fee of the premises
in question, devised to J. for life> and from and after
his decease, to the male children of J^ successively one
after another as they w«re in priority of agse, and to
fheir heirs, and in defttuU of male children of J. then
to the f^aie children of J. and their heirs, and ia
case the isaid John should die without issue, then he
gave the house to his grandson W. ; and upon these
limitations in the will it was held, that J. took only an
Mtate for life ; in pronouncing which opinion it was
aaid by Lord Chief Justice Willes, that to find out
what construction is to be put upon the words of a
will we ought in the first place to consider what the
tnteitf of the testator is, which is too often the last
thing tiiat is thought of. And in adverting to the case
oi Bamfield v. Popham he observed, " It has been
miid, that that case has been held not to be law. I am
«ure I have heard it cited, at least twenty times, in the
Couft of Chancery, and never heard it contradicted ;
and, I bdieve, I never shall, except by those persons
who know not bow to distinguish it (though the dis-
tinction is plain and obviojcis) from some other sobse-
quent cases.** The learned Chief Justice then pro-
•eeeded to point out what those cases were from which
it was so distinguishable ; and*mentioned particularly
the case of Langley v, Baldwin*
The limitations in Bamfield and Popham were to
the first and other ^ons indefinitely in tail male, ex-
tending to all the issue which might be born of the
body of the first taker. Therefore in Bamfield v.
• Wales, 348.
526^ Itnp&rt of Wards and Phrases. Chap. IV.
Popham there ivas no need of construing the ^Kpress
estate for life into an estate tail^ since all the issue in
tail were already comprehended under the limitations
as they stood. And^ as was observed in the case of
the Attorney General v. Sutton ^ in such a case the
words '"^if he shall die without issue male/' shall be
considered as predicated of such issue male^ and
'When vainly inserted^ and they cannot operate or be
of use^ th£y shall not be construed so as to merge
and destroy an express estate for life.
t
The case of the Attorney General v, Sutton ", w«
to the same effect; which was shortly this: One
seised in fee devised his lands to his nephew for his
life^ remainder to his first and second sons in ta9
male successively, (without carrying the limitations
further to his other sons,) and after his said nephew's
deatb, without issue male of his body, then the re^
mainder over to trustees, for charities ; and here the
case of Langley and Baldwin was relied upon as
expressly in point; and the difference was taken
between that case and the case of Bamfield v. Pop-
ham, in which the limitation was to the first and.every
other son and sons in tail male successively, .and so
comprehending all the issue male of the first devisee
.indefinitely. This case passed through several stages
of adjudication, but the words '"^and if he shall die
without issue male of his body" were jat Jength ad-
Judged to give an estate tail to the first devisee.
In Robinson v. Robinson', the limitation was to
Launcelot Hickes for his life, and 910 longer, and
after his decease, .to such son as he should have law-
• 1 P. Wms. 753^ • Ibid. « I Bur. 38.
Sect. 5. By what words an Estate tail passes. 537
fully to be begotten^ and in default of such issue
then to the testator's right heirs ; and these words^ in
default of issue, were held to give the father an estate
tail ; for it was plain the testator did not design that
his heirs at law should take until his lineal pos-
terity was extinct.
In the Attorney General v. Sutton the express
limitations went no further than to the second son.
In Langley v. Baldwin^ the estate was expressly car-
ried to the sixth son/ and no further. And in' the
recent case of Wight v. Leigh ', the words of the
will gave only life-estates to the sons.
In ail these cases the intention of the testator was
plain^ that the remainder over should not take place
until the lineal descendants of the first taker shouM
be exhausted ; to carry which general intention into
effect, it was necessary to enlarge the life estate given
to the first taker, into an estate tail ; but in Bam field
V. Popham the specified limitations carried the estate
to all the possible issue of the first taker, in succes-
sion.
In the consideration of this point, whether the is-ne co-
words be "in default of issue male," or "in default wuruelr*
of heirs male," they are of the same force in a will. SdwoTihc
body.
In the case of Doe t^. ApUn % two of the learned
judges observed upon the word "issue,*' that it was
equal in extent in a will to the words " heirs of the
body/' and a saying of Mr. Justice Bainsford ^ was
cited, " that the word ' issue' is, ex vi termini, nomen
'16 Vez. Jan. 564. • 1 T. R, 8«,
^ Unchi 983. and ses thsoase of King v. MeUing, 339.
tail.
S28 Import of Words and Phrases. Chap. IV.
coltectivum, and takes in all the iggue to the utaost
extent of the family^ as far as the words ' hein of
the body' would do."
A limUa- It is old aad settled law that if % man device an
tion to one
and his estate to another^ in words that pnmarily inwort the
heirs, may ^ . - . - , ,
be reduced fee-Simple^ yet the subsequent words may controal
qnent the devise^ and reduce the gift to an estate tail
an estate Therefore, if a testator devise lands to A. and Us
heirs, and afterwards devises the sane lands to ano-
ther^ im case A. dies without issue^ A.'s estate is re-
duced to an estate tail ; the word ' heirs' being under-
stood in the restricted sense d heirs of the body ;
otherwise, the limitation over could not vest accord-
ing to ik^ intention of the devisor ; for the law does
not <»rry its favour towards wilk so fiur as to suffer
Ibe limitation of a fee upon a fee.
Accordingly, in a very early case ^ where a maade'
* vised lands to A., his daughter, and her heirs, and if
she died without issue in the life-time of lier sister B.,
that it should remain to B. ajad her heirs : three judges
held this to be an estate tail in A., against the opinion
of Dyer, who thought that A. took only a fee-simple
conditional ; but the resolution of the three Ju^s
has been since establii^ed by an uniform seoes of
decisions ''.
In Brioe v. Smith ^ <his rule of constpuotion vnis
"^ Clatche'8 case, Dyer, 330.
-^ SovUe o. 'Geimrd^Cre. £1. 595. Dutton v. Engram, Cro. H^
•427. Chadoflk o.^ Cowley., tCm. Jia. 005. and^partiottUrly the c»e
of Fitsgeralid v. l^lie, 3 Bro. P. c 154.
* Wffles, 1.
Sect. 5. By what words an Estate tail passes. 52^
considered applicable to the case, where after a
devise by a testator of his freehold messuage to his
son P. B. and his heirs for ever^ on condition of his
paying a sum of money to W. B., the folIoM^ing clause
was added^ ''Item, my will and mind is, that in case
any of my^said children^ unto whom I have bequeath-
ed any of my real estates, shall die without issue, then
I give the estate of him so dying, unto his or their
right heirs for ever" In this case it was said that
though heirs would' have been construed heirs of
the hodif, in case the remainder had been devised over
to a stranger, it would be otherwise in the case be-
fore the court, because the remainder was devised
over to the heirs of the person so dying without issue.
But Lord C. J. Willes, who delivered the opinion of the
court, said, " that though this distinction had seemed
at first to be of some weight, yet, that when consi-
dered, it made no difference in reason or law. That
even in grants, if there were words that created an
estate tail, the grantee would have an estate tail,
though the next remainder was limited to his heirs ;
and nothing was more common in settlements than to
limit an estate to a man and the heirs of his body, re-
mainder to his right heirs ; and for this plain reason —
to prevent his disinheriting his issue, except by, some
solemn act done in his life-time." The court were all
clearly of opinion that P. B. took an estate tail.
Although there was a charge upon the devisee,
in respect of the estate, that circumstance appeared
to have no weight in the case last-mentioned, not be-
ing adverted to either by the bar or by the bench.
But in Dutton v. Engram *, a question of this sort
• Cro. Ja. 427,
s
^M
630 Import of Words and Phrases. Chap. IV.
«
arose. William Goldwell^ seised of lanids in fee,
devised them to his wife for life, and after her death
to John his eldest son and to his heirs, upon condi-
tion that he, as soon as the land should come to hiro
in possession, should grant to Stephen, his second
son and his heirs, an annual rent of 4Z. out of the
said tenements, and that if the said John died witltout
heirs of his body, that the land should remain to the
said Stephen and the heirs of his body.
The first question was, whether John had an
estate in fee by the devise, which was to him and his
heirs, upon condition that he should grant a rent to
Stephen and his heirs, whereby the intent was shewn,
as it was said, that he should have a fee, otherwise
he could not legally grant such a rent to have conti-
nuance after his death. But it was resolved to be an
estate tail ; for, being limited that if he died witlwut
issue, then it should ^o to Stephen, and the heirs of his
body, that shewed what heirs of John were intended,
viz. heirs of the body. But yet, by the limitation of the
will, he was to make a grant of the rent, which being
by appointment of the donor, was not contra for-
mam donatoris, but stood with the gift, and should
bind the issue in tail.
And in a much later case^, where J. B. devised to
his wife for life, and after her decease to be equally
. divided among his four children. A., B., C, D., and
to each of them and their heirs for ever, share and
share alike ; and in case they should be minded and
agree among themselves to sell the estate, they should
have equal shares of the monies from thence aris-
' Roe r. Aris, 4 T. R. 605.
Sect. 5. By lohat words an Estate tail passes. 531
ing: but if they agreed to kei^p the estate whole
together^ then all the rents^ issues^ and profits there-
of^ should be equally paid and divided between
them and to the several and respective heirs of
them on their bodies lawfully begotten^ share and
share alike ; it was held that the children of J. B.
took only estates tail in their respective fourths ; for
though it was giveh to them and their heirs^' and they
had also a power of selling the estate by the former
part of the devise^ yet the subsequent words, "to the
several and respective heirs of them, on their bodies.
lawfully begotten/' restrained the operation of the
former words, and reduced the estate devised to an
estate tail'.
Where a man devised lands ^ to A. his son /or ever,
and after his decease remainder to his heir male for
ever, with other remainders over, it was holden an
estate tail in A. ; for, though the first devise being to
him forever, would give him the fee-simple ; yet the
subsequent words to his heir male^ shewed what sort
of inheritance the devisor intended him (4).
«
' See also to the same effect, Doe v. Riyers, 7 t*. R. 276. and
Doe V. Whichelo, 8 T. R. 2U.
** Roll. Abr. 836.
(4) The words ^ for ever* in this case, by force of the succt^cdipg a srmcral
words, were rendered inoperatiTC. and then the case wa*?, as if the J*.''*'*^"^:
/ I • 7 5 tion oi the
first limitation had been to A. generally, or for his life, with re- rule in ^
mainder to his heir male, and in a will is fhc same as if the remain- ^asc.
der had been to the heirs of his body, which, by an ancient rule
of law, expounded in Shelley's case 1 Rep. 93. is not an estate in
contingency, or in abeyance, awaiting the coming of such heir into
esusteocei and then attaching primarily in him as the root of a
2m2
532 Import of Words and Phrases. Chap. IV.
A iimita. And what would otherwise be an estate tail g'encral
tion im- , ,
portiBff an may by subsequent words be confined to the heirs in
tail general tail male. As if a man devise lands to his wife for her
fttbieqaent life, and after her decease to her son^ and if he dies
confined to without issuc^ having no son, that then J. S. shall
intaUwde. have it^ the son by this devise takes an estate in tail
new succession, but executed in the ancestor, and giTing him an
immediate estate tail. In the fifth section of Mr. Feame^s contin-
gent remainders, and in the treatise of Mr. Preston exclnsiTelj on
the subject, the student will find thb rule explained in all its jr*
rieties of application, and with all the distinctions which negatively
mark its boundaries. The lineaments of the rule, (which itVouid
be an idle shew of learning to treat of ai large in this place, in-
stead of referring the reader to those publications, which hare been
distinctly devoted to the consideration of it,) are shortly these.
An estate for life to A., remainder to his heirs or to the heirs of his
body, is not an estate in A. for his life, with a contingent remain-
der to his heirs or the heirs of his body, but an immediate estate in
fee or in tail in A. So, if A. by will or otherwise, has an estate of
freehold limited to him, and the same instrument contains a subse*
quent ^imitation to his right heirs, or to the heirs of his body,
after some other estate for life, or in tail, interposed between such
limitation of the first estate to htm, and such subsequent limitation
to his heirs, or heirs in tail, this remainder to the heir or heirs of
the body of A. vests in A. as a remainder, and is transmitted
through him by descent as from ancestor to heir. The genenl rule
is this, that whensoever the' ancestor takes any estate of freehold,
whether it be or be not such as may determine in bis life-time, and
there is afterwards in the same conveyance, an unconditional limita-
tion to his right heirs, or heirs in tail,(either immediately, and without
the intervention of any mean estate of freehold between his freehold
and the subsequent limitation to his heirs, or mediately, that is,
with the interposition of such mean estate), there, such subsequent
limitation to the heirs, or heirs in tail, v«sts immediately in the
ancestor, and does not remain in contingency or abeyance; with
this distinction, that where such subsequent limitation is inunedl*
atC) it then becomes execute^ in the ancestor^ formingi by ita ujiioa
Sect. 5. By what words an Estate tail passed. 538
male, for though the devise to the son^ and if he die
without issue, would have been a good tail general,
yet when the devisor added the words " having no
son/' he thereby explained what issue he intended
should inherit the land '.
• Roll. Abr. 837.
with his particular freehold, one estate of inheritance in possession ;
bat where such limitation is mediaie^ it is then a remainder Tested
in the ancestor who takes the freehold, not to be executed in* pos-
session till the determination of the preceding mean estates. As,
if there be an estate to A. for his life, or daring the life of C. or
any other sole estate of freehold, remainder to the heirs of the
body of A., this is an estate tail executed in possession in A. ; but
if there be an estate to A. for his life, or during the life of C, or
any other estate of freehold, remainder to B. for life, remainder
to the heirs of the body of A., this is only a present freehold
in A. with a Tested remainder to him in tail, to take effect in pos-
session after the determination of B.'s estate.
Where the limitation to the heirs, or to the heirs of the
body of any ancestor taking the preceding freehold, is con*
tingent, eyen though the estate s6 limited could by no possibility
have Tested in the ancestor, as in the case of a gift to two for their
joint liTes remainder to the heirs of the oae dying first, the heir
slill takes by descent. But if the contingency on which the vesting is
to depend, happen in the life*time of the ancestor, the remainder is
then in the class of vested remainders, and as such attaches in the
ancestor. So that whether limited on a contingency, or so as that
it may immediately vest, it is the ancestor's estate, and the heir cam
only take by descent.
And where, between the estate of freehold given to A., and the
subsequent limitation to his heirs, or heirs of his body, contingent
estates are limited to others, though in such a case there is nothing
interposed io prevent the immediate union of the limitations to the
ancestor and his heirs, yet such union does not operate to merge
the freehold in A. necessary to support the interrening contingent li«
v&itations ; but the two limitations are united and executed in the
534
Import of Words and Phrases. Chap. IV.
Estates
may arise
in a will
by implica-
tion mere-
ly, and
without
any ex-
press
words of
devise.
Thus it appears that such is the deference paid by
the law to the intention of a testator^ that devises re-
gularly passing estates for life may operate to giye
estates of inheritance^ and words giving the fee-
simple may be restrained to estates tail^ by the impli-
cation arising upon subsequent expressions. Bat
ancestor^ only uatil such time as the intervening Hmitationf be-
come vested) and then open and become separated, in order to let
in such intervening limitations as they arise. Thns in Lewis
Bowlegs case, 1 1 Rep. 80. where there was a limitation to husband
and wife, for their lives, remainder to the first and other sons of
the marriage in tail, remainder to the heirs male of the bodies of
husband and wife, the court resolved that it was an estate tail exe-
cuted in the husband and wife sub mode, that is, so as not to meige
the estates for life absolutely, but executed only till the birth of
the first son : and then the estates should become divided by opera-
tion of law, and the husband and wife become tenants for their lives,
with remainder to their first and other sons, remainder to hosband
and wife in tail.
Bat for this junction of the two estates to take place in the
case of husband and wife, the remainder must be the same in
quality with the preceding limitation, that is, if the limitation
of the freehold be Joint y the subsequent limitation of the inhe-
ritance must be joint also, as in the case of Lewis Bowles jost
mentioned. And, if there be a limitation to the wife for her life,
remainder to the heir of the body of husband and wife, no remainder
is executed in the wife. So, if the limitation of the freehold be not
joint but successive, as to one for life, remainder to the other for
life, remainder to the heirs of their two bodies, the ultimate limi-
tation is not executed in possession, bnt the husband and wife take
a joint remainder in tail. Though in the case of a limitation to
A. for life, remainder to the right heirs of him and B., a stranger,
(B. being alive at the time), the ulterior limitation is said to be
executed immediately in A. for a moiety, S Roll. Abr. 417. pi. 6.
and see Roe v. Quartley, 1 T. R. 630.
For this rule to apply there must, of course, be an estate in the
ancestor ; but it does not signify whether this estate ii in him by
Sect. 5. By what words an Estate tail passes. 555
there are cases which carry the principle still farther,
for an estate tail may sometimes arise by the mere
force of implication, without any express words of
devise to the party himself, upon the principle of so
construing the intention of the testator as to give it
a legal effect.
express limitation, or by implication, or by resultancy, Fibus v.
Mitford, 1 Vent. 372. But both the estates must be legal, or both
equitable for the union to take place. Venables and Wife v. Mor-
ris, 7 T. R. 342. 438.
And although the limitation to the ancestor be succeeded by a
limitation to the heir, or heir male, in the singular number, the
rule above-mentioned operates to make this an expansion of the
first estate into an estate tail ; but if words of limitation are super-
added, the person answering the description of heir takes by pur<^
chase, and becomes the root of a new inheritance, the stock of a
new descent, and the rule in Shelley's case has no influence on
such a case ; still, howeyer, if the first words of limitation are in
the plural, words of superadded limitation engrafted upon them
will not convert them into words of purchase. In Archer's case,
2 Rep. 66. lands were devised to A. for life, remainder to the next
heir male of A., and to the heirs male of the body of the next heir
male ; A.'s estate was adjudged to be only an estate for life, and the
remainder to ihe next heir male to be a good contingent remainder
taking effect in him by purchase. But in the great case which gave
the name to the rule, the limitation was to the use of the heirs of
the body of Edward, lawfully begotten, and of the heirs of the
body of such heirs male lawfully begotten^ remainder over, in vir-
tue of which limitation Edward took an estate tail.
Nevertheless, if the superadded words limit an estate of a differ*
ent nature from that which the ancestor would take by virtue of the
first limitation to his heirs or heirs male, as if there be a limitation
to ^. for his life, and after his decease to the iise of his heirs, and
the heirs female of their bodies ; the rule in question seems to be
•excluded. But for such superadded words of limitation to exclude
the rule, they must describe an estate descendible in a different
coarse, a^id to different persons as special heirs from those to
S30 hnport of Words and Pkrascg. Chap. IV.
Thus in the case of Walter r. Drew \ where a testa-
tor having two sons^ devised his lands to his second son
and his heirs^ if his eldest son should happen to die and
leave no issue of his body lawfully begotten^ it was held
that the eldest son took an estate tail by implication^ for
otherwise the limitation to the second son would have
been an executory devise, which, as being limited
to take effect upon an indefinite failure of issue of
the elder brother,, would have been void as being too
remote '.
Thus also in a case in Dyer"*, a testator having two
sons and a daughter, devised his land to the younger
son and his heirs, and if both of his two sons should die
without issue, remainder to the daughter ; the young-
er son died, and then the testator died, and it vras
held that the daughter took a good remainder ; but to
make it such the elder brother was adjudged to take
an estate tail by implication of law ; for if he had taken
no estate, then the limitation to the daughter would
have been an executory estate, limited to take effect
after the indefinite failure of issue of the elder bro-
ther, and consequently void as being too remote.
^ Com. Rep. 37^. ' See note infra, page 543. * P. 330.
whom the preyious limitation would carry the estate ; for if the
devise be to A. for life, and after his decease to the heirs of his
body begotten, and their heirs for ever, A. clearly takes an estate
tall.
For the full discussion and explanation of all these points, the
studious reader is referred to the elaborate treatise of Mn f^amt
on Contingent Remainders, particularly the 6th edition, by Mr.
Butler, who has added greatly to the Talue and utility of the ori-
ginal work.
Sect. 5. By mhat words an Estate tail passes. 537
And where a testator devises land to his heir at law,
after the death of his wife ; here, as the heir at law
is plainly excluded during the life of the wife, un-
less the wife takes it nobody can, and it must be
in nubibus till the wife*s death. Therefore to avoid
this consequence, the wife takes an estate for her Iif«
by implication.
■
In the case of Willis and Lucas*, a testator
having two sons, devised his lands to the younger
son for his life, he and his heirs paying thereout a
rent to the elder brother during his life, and after the
death of the younger son, and also of his wife, to
the first and other sons of the younger son in tail ;
the younger son died, and the question was whether
his wife took any estate ; and it was held she took by
implication an estate for her life ; and the ground
upon which it jvas so held, was the plainly intended
exclusion of the heir by the devise of a rent to him
during his life.
I*
, So in Goodright v. Goodridge*, J. G. having two
sons, Richard and John, devised all his lands to his
wife for life, and then proceeded thus : '' And my
will is, that if my son Richard do happen to die with-
out heirs, then my son John shall enjoy my lands/'
and the court held that Richard took an estate tail by
implication.
There can be no regular remainder limited after a AOerad*.
o vise to A.
fee-simple : therefore, where an estate is devised to f"f* *>"
*^ ^ hem, a re-
dne and his heirs, and that if he dies without heirs, it mainder
over, upon
•hall remain over to another, this last limitation is a/s dyini^
' without is-
sue,i8geoe»
rally void.
■ 1 P. Wmi, 471. I Willw, 369.
638 Import of Words and Phrases. Chap. IV.
Butifiuch void '. Nor can the law help such a devise by any
remainder * «• «
be to a per- construction foF which the will itself does not afford
son who -.-* ■ B 1- .
night inhe. somc argumentative support. But where the hmita-
the woi3s tion over is to one who is a collateral heir of the de-
heirs' vrui visee^ the testator is construed to mean by the word
stnied heirs, heirs of the body^ and the first devisee take*
body. ^ only an estate tail^ for it is not possible that he
can die without an heir^ while the person to whom
the remainder is thus limited^ or his issue^ continue
in existence.
Accordingly^ where a testator devised his houses to
Francis his son^ after the death of his wife ; and if his
three daughters^ or either of them^ should survive
their mother^ and Francis their brother^ and his heirs,
then^ that they should enjoy the same houses for the
term of their lives^ it was resolved that Francis the son
^ had but an estate tail under this will; for by ' heirs/
in this place^ wa^ intended ' heirs of the body/ be-
cause^ the limitation being to his sisters^ it was neces-
sarily to be intended that it was^ if h^ should die with-
out issue of his body^ for they were his heirs colla-
teral; and the intention being collected by the wilt
the law should adjudge accordingly \
The con- And the same construction prevails where the re-
u the same maindcr is limited to the heirs of the testator himself;
remsinde^r if such hcirs mu^t also be heirs of the first devisee.
to the heirs Thus in Nottingham r. Jennings'^ where a person^
tatlr^id^ having issue three sons^ John^ Francis^ and William^
self.
^<:o. Litt. 18. a. Vaughao, 269.
* Webb V. Hearing, Cro. Ja. 415. and seeTyte v. WUUs, &.
Temp. Talb. 1. Morgan v. Griffiths, Cowp. 234.
^Xk)m. Rep. 82.
Sect. 5. By what words an Estate tail passes. 539
devised his land to Francis and his heirs^ and for de-
fault of heirs of Francis, to the heirs of the devisor^ it
was said by Holt C. J. that as the testator had devised
that his own right heir should take after the death of
Francis without heirs^ although his own right heir
took nothing by the devise, (for he took by descent),
yet that circumstance shewed the testator's intention
to have been, that upon the death of Francis without
issue, the eldest son should take, and that, therefore,
the word heirs must be construed to mean issue, be-
cause Francis could not die without an heir as long
as the testator had an heir.
But wher<» the devise was to one and his heirs, and
if he died without heirs, then to a charity ; this devise
over was held to be void *. And again, where the tes-
tator devised to his son and his heirs, and if he should
die without heirs, remainder over to another who was
half brother to the first devisee: upon a question
made, whether the first limitation was in fee or in
tail. Lord Hardwicke said it was a plain case, and one
of those points which the court would not sufier to be
argued, as having been determined before (5) : for .
' Attorney General v. Gill, 2 P. Wms. 369.
(5) It would be in contradiction to the nature of a remainder, Of the pro-
to be limited after a fee ; for Lord Coke defines a remainder remainder
to be *^ a remnant of an estate in lands or tenements, expectant vested,
' *^ andcontia-
upon a particular estate, created together with the same at one gent.
time ;" and this is the nature of a remainder, whether Tested
or contingent ; it is that which remains of the fee after a particular
estate has been carred out of it. At common law there were two
lorts of particular estates — an estate for years, and an estate for
life ; but by the statute de donis another sort of particular estate,
the estate tail, was introduced, leayingareyersion, or remnant of
MO Import of -Words and Phrases. Chap. IV.
this was a devise over to a stranger^ as the law con-
sidered him^ and who would not in any event inherit
as heir to his brother\
^ifcation"' Cross remainders, or reciprocal expectancies, in
ofcrosi re- succession, between several persons, to and amongst
whom an inheritance in land is originally devised, are
also interests which may arise in tt will without ex«
' Tilbury v. Barbut, 3 Atk. S17.
the fee to the donor, which is always to be distinguished from a
possibility of reverter, and a right of entry for a condition broken.
To satisfy the aboTe definition of a remainder, it follows that
one or other of these descriptions of a particular estate, must first
be carred out of the fee. If land be conveyed or devised to A. for
his life, and after A.'8 decease to B. and his heirs, the estate Tests
in interest, though not in possession, and is a proper vetted re*
mainderin B. And this answers Lord Coke's definition, for B.'a re*
mainder passes from the grantor at the same time as A.'s life estate
in possession. Again, if land be conveyed or devised to A. for iife^
and if B. die in the life-time of A., then after B.'a decease to C.
and his heirs, C.'s estate is contingent.
To be a proper remainder, it must exist in lands and tenements,
and not chattel interests, which are not the proper subjects of re-
mainders in law. And to be a good contingetU remainder, it is a
rule that some vested estate of freehold must precede it ; which
rule arises from the necessity there is for the freehold -to pass out
of the grantor at the time that the remainder is created. If I limit
an estate to the use of A. until C. return from Rome, and after
the return of C, to^the use of B. and his heirs ; A., in this case,
has a particular estate which is to last till C.'s return, which being
an uncertaiu period, such particular estate in A. is a freehold, for
it ma^ last for his life, and the residue of the estate fifter C.'s re-
turn, is a remnant of the fee expectant upon the particular estate ;
but as C.'s return from Rome is an uncertain event, the limitation
ef such remnant over being dependent th^nfsi^on, b acontingeol
remainder.
Sect. 5. By what words an Estate tail passes. 541
press limitation, by force of the implied intention of
the testator ; though it is a settled rule that they can
only be created in a deed by express limitations^. The
formal limitation, which it is safest to adopt both in
wills and deeds, runs as follows : — '' To the use of all
and every the sons or daughters, &c. (as the case may
•
" Cole V. LiTiDgston, 1 Ventr. 224. Doe v. DoryeU, 5 T. R. 521.
Mr. Fearne has distinguished contingexit remainders into four
sorts : —
First, where the remainder depends entirely on a contingent de«
termination of the preceding estate itself ; as if A. make a feoff-
ment to the use of B. till C. return from Rome, and after such
return of C, then to remain oyer in fee, here the particular estate
is limited to determine on the return of C, and only on that de-
termination of it is the remainder to take effect ; but, that is an
event which possibly may never happen, and therefore the re-
mainder, which depends entirely upon the determination of the
preceding estate^ is dubious and contingent.
Secondly, where some uncertain event, unconnected with, and
collateral to, the determination of the preceding estate, is, by the
nature of the limitation, to precede the remainder ; as if a lease
be made to A. for life, remainder to B. for life, and if B. die be-
fore A., remainder to C. for life. So if lands be given to A. in tail,
and if B. come to Westminster-hall 'such a day, to B. in fee ; here
B.'s coming to Westminster-hall has no connection with the deter-
mination of A.^s estate ; but as it is an uncertain event, and the re-
mainder to B. is not to take place unless it should happen, such re-
mainder is therefore a contingent remainder.
Thirdly, where a remainder is limited to take effect upon an
•vent, which, though it certainly n?nst happen some time or other,
yet may not happen till after the determination of the particular
estate ; (and it is necessary that some preceding freehold estate
should subsist and endure till the contingency Jiappens, though a
remainder may be so limited as not to vest till the very instant
mt which the preceding estate determines :) as if a lease be made to
J. S. for life, and after the death of J. D. the iaods to remain t«
648 Import of Words and Phrases, Chap. IV.
be) and of the heirs of their respective bodies issuing^
share and share alike^ as tenants in common ; and in
case there shall be a failure of issue of the body or
bodies of any of such sons or daughters^ then as to the
part or parts^ as well accruing and surviving^ as ori*
ginal^ of such of them whose issue shall so fai)^ to the
another in fee; now it is certain that J. D. must die some time or
other, but his death may not happen till after the determination of
the particular estate by the death of J. S., and therefore such re-
mainder is contingent. So in case of a lease for life to A., and af«
, ter the death of A. and M., the remainder to. B. in fee, this is a con-
tingent remainder; for the particular estate being only for the life of
A., and the remainder not to commence till after the death of A.
and M., if A. die before M., the particular estate will end before
the remainder can commence, which is yery possible, and therefort
iuch remainder is contingent.
Fourthly, where a remainder is limited to a person not ascer*
tatned, or not in being at the time when such limitation is made;
as if a lease be made to one for life, remainder to the right heirs of
J. S. ; now there can be no such person as the right heir of J. S.
until the death of J. S. (for nemo est haeres yiTentis) which may
not happen till after the determination of the particular estate by
the death of tenant for life, therefore such remainder is contingent.
— So where a remainder is limited to the first son of B. who has
no son then born ; B. may neyer haye a son, or if he should, the
particular estate may determine before the birth of such son; there*
fore this remainder is contingent. — ^So if an estate be limited to two
for life, remainder to the survivor of them in fee, the remainder is
contingent; for it is uncertain who will be the surviyor.
Cases With respect to the doctrine adverted to in the text. — that a fee
wherein
the linitiP Cannot be mounted on a fee; it may be useful in a short compass to
as beUMT >1>®^ wherein limitations oyer may be inyalid on this ground of ob-
mouoted jection; as,
1. When there is a limitation to A. and his heirs, (which is a
pure fee*simple) remainder to another who cannot possibly be heir
to A., and his heirs, the llmitat^on over is void. -^^
.»
?• When there is a limitation to A. and his heirs, as long as A.
and his heirs shall be loids of the manor of D.| or while B. or any
Sect. 5. Bif what words an Estate tail passes. 543
use of the survivors or suryivor^ and other or others
of them, equally to be divided between them if more
than one, share and share alike, as tenants in com-
mon, and to the several and respective heirs of the
body and bodies of such surviving and other son or
sons, daughter and daughters ; and if all such sons
isBue of his body shall be in existence, and when A. or his heirs
shall cease to be lords of the manor of D., or after the decease of B.
and failure of his issue, then to C. and his heirs ; in either of these
cases the remainder to C. is yoid.
But where an estate is limited after a limitation of the fee, but Of the na-
not so as to await its natural expiration by efflux of time, but so as to rettric-
happen within a certain period, and then to take place in exclusion tionsof ex*
- f ^ ^ ^ ecotoryde-
of the first estate ; this ulterior disposition of property, though Toid vises.
at common law, is valid under the form and character of limita-
tions to uses or executory devises, provided it be limited to take
effect within a certain distance of time allowed and prescribed by
the rules, in that respect, which have been settled by a series of cases
and authorities.
What these rules are has been so clearly and concisely shewn by
the late Mr. Serjeant Williams in his note to the case of Purefoy
V. Rogers, 2 Saund. 388. that it is conceived a full extract from it
will be the best mode of completing the object of this note, i. e. of
placing before the reader a very short, but faithful outline of this
difficult doctrine.
'^ One of the properties of executory devises is, that they eannot
be aliened or barred by any mode of conveyance, whether by re*
covery, fine, or otherwise ; therefore until the contingency happens
upon which the limitation is to take place, executory devises create
* a kind of perpetuity-; for which reason the law has put them under
some restraint, and circumscribed the bounds within which they are
to be allowed.
'^ At first it was held that the contingency must happen within the
compass of a life, or lives in being, or a reasonable number of years
after ; at length it was extended a little further, namely, to a child
in ventre sa mere at the time of his father's death,* because, as that
contingency must necessarily happen within the usual time of ges-
&44 Ifnport of Words and Phrases. Chap. IV.
or daughters shall die without issue^ or there shall be
but one such son or daughter^ then to the use of such
one son^ or daughter^ and the heirs of his or her body.**
This formal language^ however, is not indispens-
able in a deed, and so long as the limitations are de-
scribed substantially, and in terms^ it matters not/
tation, that construction wonld introduce no inconvenience : and
the rule has in many instances been extended to twenty*one yean
after the death of a person in being, as in that case likewise there
is no danger of a perpetuity. Goodtitle o< Wood, Willes Rep^
213. Therefore it is now become an established rule, that an exe-
cutory derise is good, if it must necessarily happen within a life or
Ures in being and twenty-one years, and the fraction of another
year, allowing for the time of gestation. Long o. Blackall, 7 Term.
Rep. 102. This rule was adopted in analogy to legal formal limi«
tations, namely, for a life or lives in being with a I'emainder in tail
to unborn children, who cannot bar it tiU twenty-one, and the
fraction of another year, since the statute of William, if tenant for
life should leave his wife ensient. Porter v, Bradley, 3 Term Rep.
146." The Serjeant then states an example of what he calls the pro-
per executory devise, which is where an estate in fee is devised, fol-
lowed by a limitation of the inheritance over to another upon the
happening of a particular event, and thus proceeds :
'^ 2. There is 9 mother species of executory devises, where a tes*
tator gives a future estate to arise upon a contingency, or at a cer-
tain time, and does not part with the fee, but retains it ; and on his
death the fee descends to his heir in the mean time. 1 Salk. 229,
230. As where a man devised to his wife till his son attained the
age of twenty-one, and then that his son should have the lands to
him and his heirs ; but if he died without issue before his said age,
then to his daughter and her heirs, this was adjudged to be a good
executory devise to the daughter, if the contingency happened, and
that in the mean time the fee descended to the son as heir ; but if
he lived to twenty-one, though he died after without issue ; or if
he left issue, though he died before twenty-one, the daughter could
vUot have the lands, because her brother was to die before twenty*
•oe^ afid without issue to intitle her to tak4. 3 Leon. 64. 70.
Sect. 5. By what wards an Mstate tail parses. BjA
though the terms are informal^ and to a cortaw deg^^e
incorrect'.
In a win, cross remainders may 1)6 jimpjlled, ivith- ^"fj*^"*
out any express limitations, where ilv^re is evideaee ^^ mie of
furnished by the tenor of the instxumenJt, to shew that tioo.
• Doe 1?. Wainewrigbt, 6 T. R. 427-
Hinde o. Lyon. 2 Roll. Rep. 197. 217. Boulton's case. Pklm. 132.
S. C. 1 Eq. Cas. Abr. 188. So where a testator deTiies lands to A.
in fee to commeiice six months after his decease, it is a good exe-
cutory derise, and during those six months the estate descends and
continues in the testator's heir at law. 1 Lutw. 708. Clarke v.
Smith) S. C. cited 2 P. Will. '43. So where a man seised in fee de«
tiaed to trustees for 500 years upon certain trusts, remainder to the
first and other sons of his eldest son T., who was then a bachelor,
successifely in tail-male, remainder over ; the limitation to the un«
born son of T., was held good by way of executory lievise ; and it
was also held that the inheritance descended to T. till he had a son^
or till his death without oif^. Gore v. Gore, 2 P. Will. 28. In
this case it is to be observed, that the contingency, upon which the
executory devise is limited to the first son of T., must in all events
happen on the death of T., for it must take place either on the
birth of a son to T., or on his death without having had any son.
A man having only one sister and heir, who had issue A., and
afterwards married W., by whom she had issue B. and M., de-
yised lands to his sister until B. should attain twenty-one, and af*
ter B. should have attained that age to B. and his heirs ; and if B%
should die before twenty-one, then to the heirs of the body of W.
and theif heirs, as they should attain their respective ages of twenty-
one. The testator died ; B. died before twenty-one, living W., and
afterwards W. died. It was adjudged that T. M. either as heir of
B.) in' as heir of the body of W., being of age after ;tbe 4kath of
W., took the estiite by way of executory devise. Taylor v. Btddall,
d .Mod. 2S9. There M. who was tte heir at the body of W. could
ii«t take tiii thedeath of W., because nemo est hsi^eB rirentis ; Aod
aa that h^ •( tiie bod/ «C W. who should altaig twenly-oae fliigM
2n
546 Import of Words and Phrases. Chap. IV.
it was the testator's intention that the estate should g;o
in that course of succession. But it has been said
that the law never favours cross remainders even be-
tween two persons only, and that i)etween more than
that number, they could hot, under any circumstances,
be implied"^, on account of the confusion that would
^ 2 Roll. Rep. 282. Gilbert v. Whitty, Cro. Ja. 655. DbTeo-
port V. Oldb, 1 Atk. 579, 580. per Lord Hardwicke.
not hare been bom before his father's death, and the estate could
not Test in him till his age of twenty-one, it is eTident the estate
Bught possibly not hare rested under that limitation till twenty-one
years after a period of a life then in being. So where a testator de-
vised lands unto his grandson W. S. and his heirs ; but in case
W. S. should die before he should attain his age of twenty-one yearr,
then to his grandson T. S., and if T. S. should die before he should
attain his age of twenty-one years, then to such other son of the
body of his daughter M. S. by his son in law T. S., as should hap-
pen to attain his age of twenty-one years in fee, and for default of
such issue remainder over. The testator died leaTing two grand-
sons, the said W. S. and T. S. who both died under age ; after-
wards another son A. of the body of M. S. by T. S. was boni; iC
was held by the judges of the court of K. B. upon a case sent to
them, and afterwards decreed by Lord Talbot, that it was a good
executory devise to this after-born son A., if he should attain his
age of twenty-one years : and the judges decided it upon the au-
thority of the last mentioned case of Taylor «. Biddall ; the record
of which was searched and found to agree in the material parts of it
with the printed report. Stephens v. Stephens, Gas. Temp. Talb.
238. In this case the limitation was confined to vest at the in&nf s
age of twenty-one, which must necessarily happen within twenty-
one years after the death of its mother M. S. who was then in be^
ing. So where a devise was to the child witii which the testator's
wife was then ensient, in case it should be a son, during kb life;,
and after his decease then to such issue male, or the descendlantsof
auch issue male, of such child, as, at the time of his death, should
be Ma heir at law; and in case, at the tim^of tike death of sack
Sect. 5. By what words an Estate tail passes. 547
be likely to arise from the division of the estate among^
80 many^ and the uncertainty as to what interest
would vest in the survivors'. But this exclusive doc*
trine has received considerable qualification^ and the
following distinction has since prevailed^ viz. : " That
the presumption is in favour of cross remainders be-
* Holmes v, Meynel, Sir Thos, Jones, 173.
child, there shoiLld be no such issue male, nor any descendants of
ittch issue male then living, or in case such child should not be a
son, then to P. L. ; it was held that it was a good executory devise
over to P. L. within the limits allowed by law with re:>pect to exe-
cutory devises ; for the devise over to P. L. must take effect, if at'
all, after a life which must be in being within nine mouths after the
devisor's death. Long r. Blackall, 7 Term Rep. 100. This case, it
is to be observed, begun with a devise .to a posthumous child for life,
with a limitation ovor^ upon a failure of issue of his body at his
death ; which of course would include an heir male then in ventre
sa mere ; for as the devise begun with the allowance for the birth pf
JL posthumous child, and also might conclude with it, the time might
be claimed twice over, ; and so the time allowed for the birth of a
posthumous child after lives in beiug and twenty-one years might
be enlarged to two periods of gestation. And therefore in a late
case, it was objected in argument, either that the effect of beginning
an executory devise with the life of a person iu the womb had es-
caped the attention of the Court of King's Bench ; or if that court
4]id take it into their consideration, and meant to say that the exe-
cutory devise was nevertheless a valid one, then it was insisted, that
the opinion of the judges in that case was questionable, as having
exceeded former determinations, because it added a further period
to the boundary of executory devises, and the decision had the ef-
fect of taking the life of a person en ventre sa mere for a life in be-
ing; but that objection was over-ruled, and the case of Long v.
Blackall was allowed and approved of as a case of undoubted law.
4 Vez. Jun. ^54. 273. 323. 341.
^^ It has been held, in support of a testator's intent, that a limita*
^ion in a will which^ in one event, would have operated as a contin*
2n2
548 Impart of Words and Phrases. Chap. IV-
tween iu>o and no more; but wliei*e the qo^tion
arises^ whether cross remainders^ are to be hnplied
between tnore than two, they are rather to be pre-
Buroed against, although such presumption against
them may be answered by circumstances plainly
indicating a general intention which cannot be sa*
gent remainder^ but whidi erent did not happen, should operate u
an executory derise, prorided it faUs within th« established rule of
law respecting executory demises. As where a demise was to S. son
of J. for life, remainder to his first and other sons in tail-male, re*
mainder to any other son or sons of the said J. who had no other
son then bom, remainder over. S. died in the life>time of the tes-
tator without issoe, and afterwards the testator died; it was held by
Lord Talbot that on the event which happened, namely, S.*s death
in the testator's life-time, it would best effectuate the testator's in-
tent to constitie the limitation over to the first and other sons of
J*, to be an executory devise, though if S. had sarrived the testa-
tor, they would have operated as contingmt remainders. Cas.
Temp. Talb. 44. Hopkins v. Hopkins. See Brownsword v. 'Ed'
wards. 2 Vez. 249. S. P.
*^ With regard to executory devises it is a rule, that wherever one
limitation of a devise is taken to be executory, all subsequent li^
mitations must likewise be so taken. However it seems to be es-
tablished, that whenever the first limitation vests in pos$esiion, Chose
that follow vest in interest at the same time, and cease to be execu-
tory, and become mere vested remainders and subject to all the in-
cidents of remainders, as appears by the before-mentioned cases of
Stephens v. Stephens, and Hopkins v, Hopkins, and also Doe o.
Fonnerau, Dougl. 487.
<^ 3. A third sort of executory devises or rather ifcquests is, where
a term for years or other personal e^te is bequeathed to one for
life, remainder over to another ; the remainder shall take efibct as an
executory bequest. At common law, if a man had granted by deed
1 term of years to A. for life, remainder over to B., A* had th*
whole term in him ; and therefore no remainder could be Umited
after it. But wheli long and bendficial terms came hit»e, the coo*
venience of families required 'ttiat they nSght he settled upon a
child, after the death of the parent. Such Hmftailons wvra sooa
Sect. 5. By what words an Estate tail passes. 549
tigfied but by the construction of cross remainders/'
And this seems to be nothing more than a return
to good sense and ancient law; for in Clache's case^
13 Eliz. where a man having ksue Jive sons^ de-
vised lands to his four younger sons and the heirs
male of their bodies ; and if they all died without is-
sue of their bodies^ or any of their bodies^ that the
' Dyer 30S. b.
aUowed to be created by mil; and the old objections were re-
moved by changing the name from remainders to executory be*
quests.
*• It is an established principle tliat the limitation over of a term
after a general failure of issue is Toid, as being too remote* Saltern
V. Saltern, 2 Atk. 312. 376. If however the testator makes use of
words in his will which indicate an intention to confine the gene-
rality of the expression of dying zcithout issue^ to dying without
issue living at the time of the person^ s decease^ they will be so con-
strued to effectuate the intent. As where a term was bequeathed
to H. for life, and no longer, and after his decease to such of the
issue of the said H. as H. should by will tq^poini^ and in case H.
should die without issue thep over to A. ; H. died without issue
living at his death ; those words upon the whole of the will were
construed to mean issue living at his death ; because it was to be
intended such issue as A. should or might appoint the term io^
namely, issue then living. Target v. Gaunt, 1 P. Wms. 432. So
where a testator gave the residue of his real and personal estate to
his nephews W. and G., and if either of them should depart this
life,* and leave no issue of their respective bodies, then he gave the
said premises to D., Lord Chancellor Parker observed that the devise
carried a freehold as well as a leasehold ; nevertheless, he thought
it might be reasonable enough to take the same word in two differ-
ent senses as to the two different estates ; and that as to the free-
hold, the construction should be, if W. or G. died without issue ge^
nerally^ and as to the leasehold, the same words might be construed
to mean a dying without leaving issue at their death. Forth v.
Chapman, 1 P. Wms. 667. Thus also, where a term was bequeathed
to T4 son of D. and S. and the heirs lawful of him for ever; but iu
Sbi Import 6f Words and Phrases. Chap. IV.
A person deviled land to his four sisters and a niece
for their lites^ share atid share alike^ as tenants in
coititnon And not as joint-tenants^ remainder to their
fibnfii gnccessively in tail male^ rem&indet to their daugh-
ters in tailj the reversion to his own right heirs'.
Lord Mansfield said^ that wherever cross remain-
. ders were to be raised b}- implications between two^
and no more, the preiumption tfas in &voiir of ero«8
remainders ; ii<rhere they were to be raised between
niore than two^ there the presumption was against
cross remainders ; but that this presumption might be
answered by circumstances of plain and manifest in-
tention either way. This was a qualification of the rule
hdd down in former cases ; for they seemed to say that
there should not be cross remainder^ between more
than tvt^o ; buWthe true rule was to take it with the
qualification above stated. Here the presumption was
against cross remainders^ and judgment was given
th4t there were no crosi remainders.
A devise was in these Words : — *^ To the use of all
and every the daughter and daughters of the body of
P.H.^ and to the heirs of her and their body and
• Perrjr t?. White, Cowp. 777.
was laid down by Lord Hale in the aboTe-mentione^ case of Pare-
foj V, Rogers^ namely, ^^ that where a coniingeticy is limited to
depend npon an estate of freehold which is capable of supportiog a
jremainder, it shall never be construed to be au executory derise,
but a contingent remabder only." A rule which Lord Renyon
in deliTering the opinion of the court in Doe o. Moigan, 3 T. R.
363. stated to have uniformly prevailed without any exception ta
the contrary.
Sect. 5. I^y what w&irds an Estate tail pas^^s. 553
bodies lawfully issuing* ; such daughters, if more than
one^ to take as tenants in common, and not as joint-
tenantd ; and for default of such issue, to the right
heirs of the devisor for ever." There were two
daughters^ and one of them having died an infant,
the question was whether her sister became entitled
to her moiety. A case being sent out of the court
of Chancery for the opinion of the Judges of the
King's Bench, the certificate was : — '' There are no
i^ords in the instrument which intimate any intention
to limit over the respective shares of the two daugh-
ters dying without heirs of their bodies respectively :
on the contrary, the limitation over is of the whole
estate^ limited to all the daughters, and is to take
place on the express contingency of failure of all and
every the daughter and daughters, and the heirs of
their body and bodies; and the limitation over on
default of such issue is to the heir at law. Conse-
quently we are of opinion, that as nothing is given
to the heir at law, whilst any of the daughters or
their issues continue, they must amongst themselves
take cross remainders*."
George Phipard devised all his lands, situate, &c.
to his brothers William and John, and his sister Eli- .
zabeth, and the heirs of their bodies, as tenants in
common, and not as joint-tenants ; and for want of
such issue, to his own right heirs for ever ; and gave
all the residue of his goods and chattels, as well real
as personal, to his said brothers and sister, to be
equally divided betweeen them. Upon a case out
of Chancery, Lord Mansfield said, that the reason
given in the old cases against raising cross remain-
* Wright V. Holford, Covp. 31. reported by the name of Wright
V. Englefield, Ambl. 468.
b54 Import of Words and Phrases. Chap. IV.
ders^ to prevent the splitting of freeholds^ had not
very great weight at the time it was given^ and cer-
tainly had none now. To be sure where they were
to be raised between two^ and no more^ the fevoor-
able presumption was in support of cross remainders ;
where between more than two^ the presumption was
against them ; but the intention of the testator mig|ht
defeat the presumption in either case.
In genera], he believed, in devises of this kind, the
intention of the testator was in favour of cross re-
mainders. But there must be some circumstances
manifesting such intention. In the present case, the
testator had two brothers and a sister ; if he meant
his estate should have gone to his heir at law, there
was no occasion to make a will ; therefore, it was
clear he did not mean his brother John should take
as heir, or that William should do so. But he meant
that his sister should be equally an object of his
bounty. It was clear that he meant no division should
take place to create an inequality between. them till a
failure of the heirs of all their bodies. He therefore
began with the disposition thus : ''As to oU my tem-
poral estate, I give all my lands to my two brothers
and my sister^ and to the heirs of their bodies law-
fully begotten."
These were the words of an ignorant man, and
the will was inaccurately drawn ; for there could not
be a limitation to two brothers and a sister, and to
the heirs of their three bodies. The court, therefore,
must mould them as near to the intent of the testator
as they could. The lands, he said, were equally to
be enjoyed by his brothers and sister, and the heirs
of their bodies. It was impossible to have expressed
S£CT. 5. Bif what ioords an Estate tail passes. 555
his intention^ t)iat his sister should take equally with
his brothers^ more plainly. He meant his estate
should continue fettered with an intail^ during the
existence of the persons then in beings and their
issue ; and that his heir at law should take nothing
till after that intail was determined : whereas^ if the
construction were to be^ that the heir at law should
take upon the failure of issue of any one^ the elder
or the younger brother^ as the case might happen^
would then take a fee in the share of the deceased
brother or sister^ and so create an inequality^ which
the testator never intended to make : for it was limited
to them^ and the heirs of their bodies^ and for want
of such issue : want of issue there plainly meant '
issue of all of them. How could it then be execut-
ed^ but by raising cross remainders ? It seemed to
be as strong a case as that of Wright v. Holford.
The other judges concurred, and the court certified
that these were cross remainders *.
T. B. being seised in fee, devised all his manors,
&c. to all and every the daughter and daughters of
the body of his daughter Martha, and the heirs
male of the body of such daughter or daughters,
equally between them, if more than one, as tenants
in common, and not, as joint tenants ; and for
default of such issue, he gave and devised all his
said premises unto his right heirs for ever. Upon
a case sent out df Chancery for the opinion of the
judges of the King's Bench, Lord Kenyon said, that
as between two only, it should be presumed that
cross remainders were intended to be raised ; but if
there were more than two, it was necessary to resort
* Phipard v. Mansfield, Cowp. 797.
556 Import of Words and Phrases. Chap. IV.
to other words in the will to discover an intention to
raise cross-remainders : but^ here^ there was no doubt^
from the words of the limitation over^ but that the
devisor intended to raise cross remainders between
the grand-daughters. The testator clearly intended
that the whole should go together ; whereas^ if no
cross remainders were raised between the grand-
daughters^ it would go to the right heirs by separate
portions on the death of each grand*daughter^.
Mr. Justice BuUer said this was a stronger case for
raising cross remainders than that of Phipard v.
Mansfield ; for here, besides the words, ' for de&ult
of such issue/ namely, issue of all of them, the de-
vise over is of all the devisor's estates. Now, they
could not all go together, but by making cross re-
mainders between the grand-daughters.
The court certified, that the daughters of Martha
took estates in tail male, with cross remainders.
. A person devised an estate to all and every the
younger children of Mary Poxon, begotten or to be
begotten, if more than one, equally to be divided
among them, and to the heirs of their respective bo-
dy and bodies, to hold as tenants in common, and not
as Joint tenants. And if the said Mary Foxon should
have only one child, then to such only child, and to
the heirs of his or her body lawfully issuing ; and for
want of such issue, he gave and devised the said pre-
mises to C. N. The question was, whether cross
remainders were raised between the younger children
of Mary Foxon*.
• Atherton v. Pyc, 4 Term. Rep. 710.
' Watson V. Foxon^ 2 Eftst. R. 36.
SfXT. 5. JSy what words an Estate taU paeses 557
Lord Kenyon said, that where cross remainder
were to be raised by implicatioa between two^ and no
more^ the presumption was in favour of cross remaia-
ders : wiiere they were to be raised between more
than two^ the presumption was against them ; but
that presumption might be answered by circum-
stances of plain and manifest intention either way.
Whatever was declaj^tory of the intention of the
party^ he took to be expressed. No technical words
were necessary to convey an intention ; but^ if taking
the whole instrument together^ there was no doubt
of the party's meanings the court arrived at the con-
clusion. Now^ here the testator set out with devis-
ing all his farm^ &c. to his daughter and grand-
daughter for their lives, remainder, after the death <rf -
the survivor, to all and every the younger children of
Mary Foxon, if more than one, equally to be divided
amongst them, and ihe heirs of their respective body
and bodies as tenants in common : and, if only one
child, then to such only child, and tl>e heirs of his or
her body, &c. ; and for want of such issue he gave
and devised the said premises to'his son-in-law, C. N.
(what he meant by the said premises was evident, and
could not have been rendered clearer by saying, all
the said premises, though it might have served to
multiply words.) Then, after several limitations,
and for want of such issue, he proceeds to divide tfae
estate into thirds, to go to different persons : till then
the entirety of the estate was to be preserved, and
dl was to go over at the same time. But great stress
was laid here upon the word respective^ as disjoining
the title; and the authority of Lord Hardwicke was
referred to in the cases mentioned. No person re-
garded whatever fell from that great Jndge, with now
reverence than he did ; tout it was unworthy of his
s
558 Impart of Words and Phrases. Chap. IV.
great learning and ability^ to lay such stress as he -was
stated to have done^ on the word ' respective.' Cre-
ating a tenancy in common^ divided the title as mucb^
whether the word 'respective' was used or not. And,
as to what might have been said by other Judges, with
reference to the opinion delivered in Comber t?. Hill*,
and Davenport v, Oldis, in subsequent cases where the
word 'respective' did not occur; feeling themselves
right on the principle on which they proceeded, it
was not to be wondered at, that they were desirous of
relieving their own minds from the weight of Lord
Hardwicke's opinion : but it was too much to infer
from thence that those Judges, therefore, approved
of his opinion, or that their judgments were govern-
ed solely by that consideration. In the case of Ather-
ton V. Pye, the devise over, in default of such issue,
was of aU the testator's said lands : and stress was
laid by some of the Judges on the word all, in sup*
port of raising cross remainders between the issue,
he would not say by implication, but by what the
Judges collected to be the intention of the testator.
But the word ' all ' was not decisive of that case,
and, in truth, made no difference in the sense ; for
a devise over of the said premises, or the premises,
or all the said premises, meant exactly the same
thing. Admitting, therefore, the general iiile, that
the presumption was not in favour of raising cross
remainders by implication between more than two,
still that was upon the supposition, that nothing
appears to the contrary, from the apparent inten-
tion of the testator. He had no doubt here, bat
that the testator intended to give cross remainders
among the issue of M. P. The devise over of the pre-
mises meant all the premises. He intended that aU
• 2StnDge, 069.
Sect. 5. By what words an Estate tail passes. 559
the estate should go over at the same time. He
thought Lord Mansfield's quarrel with Davenport v.
Oldis well founded ; and he agreed with the cases of
Wright V. Holford, and Phipard v. Mansfield ; and
he could not distinguish this case from those. He
was clearly of opinion^ that the intention of the tes-
tator was the polar star^ by which the court should
be guided in the construction of wills, where no law ^
was infringed, &c. Here the intention was clear to
give cross remainders. The other Judges concur-
red ; and judgment was given ^iccordingly.
Thus it appears, therefore, that by a series of JV^^^^J
weighty decisions, the severe doctrine of opposing the P^*',"^J^*
implication of cross remainders between more than ^o«" ^f
* ^ cross re-
two, has entirely given way to the principle of con- n»indcr«
suiting the testator's intention, without regard to tech- more than
nical phraseology. If the object of the testator by the given way
limitation over, after the devise to the persons before- cipie of
named to take as tenants in common in tail, appears uic testa^
to be to limit the estate entire and unbroken to those tiou.
in remainder, and not till after the failure of all the
issues of the persons so previously entitled as tenants
in common, to efiectuate that intent cross remain-
ders will be implied among such tenants in common.
And very slight verbal particularities have been con-
sidered as marks of such intention. Thus in Roe v.
Clayton ', it seemed to weigh much with the court
that the limitation over was a devise of all the estate.
And in the subsequent case of Doe d. Gorges v.
Webb ^ where the testatrix devised the premises to
her daughters as tenants in common, and the heirs of
their bodies, and in default of such issue, gave the
same to her owa right heirs for ever; the word
f 6 Eait, 628. « 1 Taimt. S34.
BiBO Import of Words and phrates. Cqap. IV,
'aame' wab considered 09 shewing that the lestator
meai^t to gi^e qU together to the deyisee over.
In a very lute cafie in Chancery ^ hQweyer^ I/wd
EUon did not seem to think the jeasojiing from
thc3e exprefisions^ ' all/ or ' all the premises/ or ^the
same/ very satisfactory. But his Lordship fuUy
adopted the opinions of the Judges in the later cases^
M to the improper stress laid by Lord Hardwicke^ in
Davenport v. Oldis^ on the purport of the words seve-
ral and respective in the devise to the persons and
their issues in tail ; since the words ^' to take as te-
nants in common/' do equ^ly without these words
import estates in severalty ; and the estates of tenants
in common do^ as such^ without more words^ descend
to their issues respectively.
*
Upon the whole it may be doubted whether^ con-
sistently with the spirit of the modern cases upon
this subject^ which evidently shew a strong disposi-
tion to take cases out of the influence of the supposed
ruk of presumption against the implication of cross
remainders between more than two^ such distinction
between the cases grounded on the difference of num-
ber has in reality any longer a practical existence ;
for it will be difficult to undei^tand the proposition
that Uie courts lean one way^ and the presumplimi of
law another. And it must be difficulty if not impos-
sible, to apply this supposed difference of presump-
tion to those numerous cases where the devise is not
to individttals named and ascertained^ bat to the &-
^t GdMQB p. Stephflns, 17 Vex. Juo. 64.
' 1 AtJu ^70. d3Q. See alio Comber 7.. liiU^ 2.SlraQj;6, MO*
and Williams v% Browne^ 996.
Sficr. 6. By what words an Estate for lift wUl pass. 56^
ture children of persons having none at the time of
the devise ; for if these presamptions are to be con-
sidered as founded upon the intention of the testator,
such intention in the case last supposed must be in-
ferred as provisionally and in prospect contemplating
the possible altertaatiye of the objects of the devise
being two and no more^ or above that number^ and
trailing for a different construction as the event may
#hape the case.
Section VI.
By what vords an Estate for life only wiU pass.
IT seems to be a safe and fundamental principle in
the construction of wills^ that it shall be made accord-*
ing to the rules of the common law in respect to estates
limited or conveyed by deeds^ unless there is some-
thing clearly to be collected from the will itself dis-
closing a different intention in the testator (1). And
it will be useful as a check upon the zeal sometimes
discovered for executing the supposed intention of a
testator, to remember Lord Chancellor Harcourt's
(1) Garth. 5. per BridgmaD, C. J. who cites ^Tild's case, 6 Rep.
16t IB fupportof thepositton.
29
56S Import of Words and Phrasei. Chap. lY^
obserration in Bale v. Coleman', that *' the intent
which ought to govern must be a certain and mani-
fest intent, and not an arbitrary one ; it must be ac-
cording as it appears upon the will, and according to
the known rules of law ;— it is not to be left to a la-
titude, and as it may be guessed at," (2)
• See Vin. Abr. tit. Iter. (D. b.) 7 MSS. Rep.
General (3) Xhe following general rules respecting the construction of
# the con- wills seem to be pretty steady in their application. — The constmc-
•troctionof ^j^jj ^f ^iiig „j^gt 1,^ the 5a„,e in courts of law and equity, 1 BL
Rep. 377. Words tending to disinherit the heir at law, will not
haye that effect, unless the estate b completely devised to another*
Dougl. 763. The common expression in the books that an heir
shall not be disinherited, except by express words, or necessary
implication, is incorrect : the proper terms of the rule are, that the
intent of the testator ought to appear plainly in the will itself, other-
wise the heir shall not be disinherited. Moon d. Fag v. Heaseman^
Willes, 141. And where there is no ambiguity it has long ago
been said by great authority, Ihat a devisee is as much favoured as
an heir at law. 6 Mod. 133. 2 Yern. 340. per Holt C. J. in Falk-
land V, Bettie. The order of words is not to be regarded^ but a
transposition may be made to render a limitation or disposition sen->
sible, Hob. 75. Spark v. Purnell, 2 Vez. 3^. East v. Cook, id.
74. Duke of Marlbor6u^h v. Lord Godoiphin, id. 248# and s^
Brice v. ^iith, Willes, 1. In respect to utrMch 4 cotirt of eqtdty
has no tnore power thto a court of law. And this can only be done
to come at fhe meacning of the testator, and not to alter or affect the
operation of the deTise : it ought never to be done where the
words are plain and sensible, much less to let in different devisees
or legatees in a will: for to do that would be to make a new will,
ibid, et vid. 2 Leon. 165. Blackler v. "W^b, 2 1^. Wihs. 384.
Repugnant words may be rejected. Boon v. Cornyforth, 2 Vex.
978. C6le v. lUwlfnBon, ^ Lord Raym. 831. The devise of a
trust is to be construed in the same manner as that of a legal es-
iate^ and not to lie Varied by Bnfosequelit accldeatl. Atifiitsoii 9.
Sect. 6. 1^ wkeA word$ an Etfateffir 1^6 vaUl pass. §§S
If there are no exprepsioQs in a }tfjil gi^ipg "Whue
in 4^edL terras an estate of inhejritance^ opr ^ny nov^ffcti
plain gtounds for inferring an intentipn to give fohe^aTcc
such estate^ nothing passes away from ih^ Jtieijr j|t. muD^for
law beyond an estate for life. Therefore^ as before aolmen^
has been observed, a devise of land to a person ge- do|^aM%-
Hatchinton, 3 P. Wms. 2^. The intent of thatestatprisMl^e th/ib
rale of conitraction if the words will hear it out ; but if thp fprc^ qC
t|ie words be sach that the intent cannot be complied with, thexnleafT
law must take place, Brownsword v, Edwards, S Yea. 249. iLoose^
general, and doubtful words may be rejected as surplusage, wher^
they oppose a plain precedent devise, or the broa^and manifestiDteut
of the testator. Hob. 65. 6 Mod. 112. Wills should be so construed
as to preserve estates in the intended channel of descent, Cro. Car.
18d. 1 I<eoji. 285. 2 .Vea. 615. 23tr. 798. Eflfect ought tobegiren,
if possil)le, to the whole ^ilU and a codicil isto be considered as part
9f it, ,Gray u. jMinethprpc, fi Vez. Jun. 105. ; and a constructioa
may be, n(iade to support the intention upon the t^tofc will, ev.ea
against strict grammatical rules, 1 1 Vez. Jun., 148. ,But an ey presa
diiy^osition cannpt be controylf^ by Inference, Collett o. lAwrjence^
1 Vez. Jun, 269. IVoids of desire are of imperative obj^tion,
if the object be certain, Ecples v. England, . Free, in Ch^ 200.
Harland u. Trigg, 1 ,Pro. G. C. 142. Pierson o. Camftt, 2 3ro.
C. C. 38. ; unless, ^ere is plainly a discretion intended to be^gi^en,
CunUfie r.,CunlAfie,,Ambl. 586. Morris v. the Bishop of ^pixr)\^my
10jirez#.Jun.. 522. If a testator uses technical phrases he must b»
supposed to uiiderstai^ them, unless by other parts .of the will h^
mapifests Jthe contrary, Phillips r. parth, 3,Bro. C. C. 60. Green
o. Howaifd, l.Bro.. C. C. 31. 3 Bro. C C 2^4. Aqd, p^imi faqjey
words must be understood in their legal sense, unless a contrary
iqtei^t plainly appear,. Hoi I o way r. Holioway, 5 Vez. Ji^., 401.
It fs an universal rple,, tjiat woi^s having an obvious constructioiij
axe not to. |>e rejected upon a suspicion that the testator ,0^d opt
^ow ,wb?t he uu^^nt by them^^MUp^r v..Slater^ 8 Vez. Jun, 205. (f
^ ta^ttt^r Qxprefses.hin^s^f incorrectly ,the court willsupp)y proper
VP!^a.lf .tie BJWUi>g,dis<iincay appear, JJjijdson r^JIay,, ajSro^C. p.
2og
664 Impart of Wards and Phrases. Chap. 1Y.
TisM tdcci nerally ^ disposes of nothing but an estate for the life
tate for of the devisee^ and the addition of the word ' assigns'
will not enlai^ it. Accordingly^ if a man devise in
tiie following 'manner*^ ^' I devise Bfaick Acre to
^ Fairfax v. HeroD, Prec. in Ch. 68.
* Yin. Abr. tit. Der. (Q. a). But if a man derae Black
Acre to one In tail, and also White Acre, the devisee will hiaYe an
estate tail in White Acre also, for this is aU one semiemeey ibid.
And so it has been held that if in the first clause no deeitee is nanudf
as where a testator says, ^^Item, I give the manor of D., Item, I
give the manor of S. to J. K. and his heirs," this shall be refened
to both the manors, and J. K. will haTe the fee in both. Ibid*
404, Doe d. Leach v. Mecklem, 6 East, 480. Bat mistakes m a
will are never to be intended if a reasonable construction can be
found out. Purse V. Snaplin, 1 Atk. 415. General words will be
eontrouled to render the whole will consistent, Whitmore u. Trelaw^
ney, 6 Vez. Jun. 1S9. Where there is no connection by gramma-
tical construction, or by direct words of reference, or by the de-
claration of some common purpose, between distinct derises In a
will, the special terms of one devise cannot be drawn in aid of the
construction of another, though in its general terms and import It
may be similar, and apply to persons standing in the same degree
of relationship to tiie testator, Wright ez dem. G>mpton o. Comp-
ton^ y East, 907.' In trying the meaning of phrases used in a wiH
all circumstances may be looked at, in which the court mi^t have
been called upon to determine the meaning of the same phrases ap-
plied to a different state of (acts, Earl of Radnor o. Shalto, It
Vex. Jun. 457.
' Every word ought to have an effect if possible, and not incen-
dstent with the general intention, Srhich If maiufest is to oontroul,
Blandford v. Bbmdford, Roll. R. 319. Constantine 9. Constantine,
0 Yez. Jun. 100. The general words of a will may be restrained
In cases where it appears that the devisordid not intend iouse ttem
ill tiieir general sens^ Strang v« Teata^ 2 Burr. 9IS* sad Doe on
Sxcfr. 6. By what wordB an Estate for l^ will pass. 666
my daughter F. and the heirs of her body begotten ;.
Item^ I devise to my said daughter White Acre-;" the
daughter shall have but an estate for life in White
Acre ; for the word ' item' has not the force of the
words ' in the same manner/ or ' in form& prsdictfi/ -
>^a
4em. Reade &• Reade, 8 T. R. 118.; but the safest coarse is to
abide by tl^e words ; unless upon the whole will there b some*,
thing amounting almost to demonstration, that the plain meaning.
lof the words is not the meaning of the testator, 9 Vez. Jun. 205^
In every will tliere is a tacit condition both in law and equity,,
that whoerer wonld deriTe a benefit under it must acquiesce in
the whole of it, howerer disjointed the parts, Molyneuz v» Scott,:
1 Bl. Rep. 377.
Croke, Justice, laid down three rules which, he said, if ob«
senred, would open all the doors in every will : 1st. No will ought
to be construed per parcella but by the entirety ; 2d. No contra-
riety or contradiction to be admitted; 3d. No nugation, nor any;
thing nugatory ought to be in a will ; 2 Bulst. 178.
The same word in different parts of the same will should be con-
strued in the same sense, Whitmore o. Lord Craven^ 2 Ch. Ca. 169*
unless the general intention calls strongly for a difference of con*
struction ; and sometimes they may hare a different force as applied
to d^ereni subfedij Forth v. Chapman, 3 Yez. 616. It is an ordi-
nary rule that where a former clause in a will is ezprasy posUhcp
and jNVfsciifar, a subsequent clause shall not enlaige it, Roberts o.
KiflBn, Bam. C. R. 261. Constructions of wills shall be made
according to estates at common law by deedy unless something in
the intent of the will appear to the contrary, Carth. 5. per Bridge
man, C. J. cites 6 Rep. 16. Wild's case. Wills in general are
construed from the making^ unless circumstances, or the tenor of
them, shew that the construction should be from the detUh^ but the
intermediate time is not to be regarded, 1 Vez. 295.
The intention of a testator must be construed in consi^tencj
with the rules of law, so as not to be considered as intending to
limit a fee upon a fee ; or to create a perpetuity ; to make a chat-
tel descendible to heirs s to put the freehold in abeyance; orte
572 Impoft of Words and Phra$es. Chap. IY.
Lord Kenyon said that where a devUee is directed
to pay an annual rent charge^ or a solid sum to ano-
ther person/ out of the estate devised^ it had been
properly decided that the devisee should take a fee^
because he might be a loser unless the estate in his
hands were at all events sufficient to enable him to
bear those charges. Where a sum of money vras
given^ it might be payable before the rents became
due : and where an annual charge was made on the
estate^ it might continue beyond the life of the de-
visee^ and^ therefore^ it was necessary^ in both those
eases^ that the devisee should have a permanent fund.
This case had been compared to that of Doe v. Ri«
chards"*^ but there the words were^ *' my legacies and
funeral expenses being thereout paid;" which im-
ported that those sums were to be paid by the devisee
out of the interest given to her : and if she had died
immediately after the devisor^ and had only taken a
life-estate^ the fund out of which she v^s to bear
those charges might have failed. The court was
therefore compelled to make that decision^ and he
was now perfectly satisfied with it. But^ in the case
before the courts the words of the will were^ ^' afker
payment of my just debts and funeral expenses.**
Now^ supposing the devisor had^ in the begmning cyf
the will^ charged his debts and funeral expences on
his real estate^ and had then^ after a series of limita-
tions^ devised to his wife^ in the words now used, it
could not have been contended^ that such a charge
en the real estates would have passed the fee to his
wife ; and if not^ the place in which the same words
were introduced, could not vary the question. He
■ 3 T, R. 356.
Sscr. €. By i»kat words an E^atefor J^ will pass. £(67
iBdces im wiU in Uiis manner^ '' I deviQe the moiety
cf my hoase to my wife for her Ufc ; Item, I devise
Ihe otfaer moiety of my houi^e to J. S. ; Item, I de-
vise to J. $. ^11 tbe $9id hoa$e, aad i^l Uie lapd that
appertains to it after the death of my said wife ;" J. $.
will take only an estate for life in the premises after
ihe death of the wife ^
80 if I devise Black Acre to J. S. Item, Idevi^ie
White Acre to J. S. andKis heirs, it is only an estate
for life in Black Acre ; for the Item has no depend-
ance upon the first clause, but is distinct and
several.
. The caaes of Denn v, Gaskin ^ and Right v. Side-
•botham"*, have been already produced as instances of
ibe rule which will not suffer a greater estate than for
the life of tbe devisee to pass by a will without proper
words of limitation, or a plain indication on the face of
the instrument of an intention in the testator to give
an inheritance. The words of Lord Mansfield in the
last-mentioned case are very declarative of the law
4III this sulgect.
"I verily believe,"' said his Lordship, ^'that almost
in. every cgse, where, by law, fi general devise of
lAiidsiis reduced to. an estate for life, the intent of
tbe testfktor is thwarted; for ordinary people do
<not distinguish between re^l and personal property.
The rule of law, .however, is establiabed and certain,
)th^t express words of limitation, or words tanta*
• :yiD..Abr. tit. Dev, (Q* a*) * C«wp. S^bf. ante, Sect. 4.
• Bc«pgl.;769.iwif,§ect*.4.
568 tnip&rl of Words and PhrMes. Caaf. IT^
mounts are neeeswry to pass an estate of infaeritaace,
' all my estate/ or ' all my interest/ will do ; but ' ril
my lands^ lyiiig in such a place/ is not sufficient;
such words are considered merely descriptive of the
local situation^ and only carry an estate for life ; nor
are words^ tending to disinherit the heir at law^ snf*
ficient to prevent bis takings unless the estate is given
to somebody else. I have no doubt^ but that the tes-
tator's intention here was to disinherit his heir at law,
as well as in the case of Denn v. Gaskin ; but the
only circumstance of difference between that cue
and tbis^ and which has been relied on a» in favour
of the defendants^ if the testator Imd any meaning
by itj (which I do not believe he had) rather turn*
the other way ; because he uses different words in
devising diflerent parts of his estate. I think we are
bound by the case of Denn v, Gaskin/' Judgment
that the widow took only a life estate in the kst-men-
tioned premise!^.
So in another case^ where C. B. being seised and
possessed of freehold and leasehold property^ lyii^
contiguouSji and demised together^ made his will and
devised to his wife all his freehold and leasehold mes-
suages^ &c. and all his estate .and interest therein,
for and during her natural life^ and after her decease,
he devised the said messuages to his sisters-in-Isw,
M. S. and M. B.^ as tenants in common ; but in case
his mother should give any disturbance to bis wife,
then his will was, that the same should go to his kins*
man, W. B.:» his heirs and assigns for ever; and
charged his estate with the payment of all his just
debts, to be paid out of the yearly rents of his estates
by his said wife. Lord Mansfield said, there *were no
&ct.6. Sy t/Aat wards wn MlstiHe ferine wtU pair. M9
words of limitation adkfed to this deviiBe^ and there-
fore^ that it was clear^ by the mle of hiw, that it was
only an estate for life, unless it could be found from
the whole of the will taken together, and apj^ied to
the subject matter of this devise^ that the testator's
intention was to give a fee ; and, accordingly, judg-
ment that the sisters-in-law took only an estate for
life^
Sir R. Worsley, being seised in fee of the pre-
mises in question, devised them to trustees, upon
trust that they should stand seised thereof, to the use
of his grandson Robert, Earl of Granville, for life,
remainder to his first, and other sons in tail male ;
remainder to Lady Carteret for life; remainder to
her first and every other sons in tail male, and in de-
fault of such issue, '' to the use of all and every the
daughter and daughters of the body of the Lady
Carteret, lawfully issuing, as tenants in common, and
not as joint-tenants, and in defiiult of such issue, to
the use and behoof of his own right heirs for ever '.
Lady Carteret had one daughter. Lady Catherine
Hay ; and the question was, what interest she took
under this devise ? A case was sent out of Chancery
to the Court of King's Bench, for their opinion.
Lord Kenyon — ^The general rule which is laid
down in the books, and on which alone courts can
with any safety proceed in the decision of questions
of this kind, is, to collect the testator's intention.
' Roe V. Blackett, Cowp. 235.
' Hay V. Earl pf CoTtintiy, 3 Tem Rep. SS.
676 Impcrt of Words and Fkrmes. Chap. IT.
her 8on8 an estate tail^ the law must have taken place,
notwithstanding any subsequent clause or declaration
in the will, that they should not have power to dock
the entail. And this ajs^ees with^ and well explains,
what was said by Lord G. Harcourt in Bale v. Cole-
man^ that '^ the intent must be construed accor^ng
to what appears upon the will^ and according to the
knoum rales of law.'*
It appears that the decision in the case just above
stated was grounded upon the latitude afforded to the
court to interfere in moulding the settlement of which
the will was directory, according to Uie spirit^ tfaoogfa
not according to the letter of the will. But where the
devise is immediate in its operation^ not directing a
settlement, but settling the estate by positive limita-
tions, even though the subject of the devise is a trust
estate, such equitable limitations seem to be subject
to the same strict construction as legal estates, and to
afford no room for the exercise of judicial discretion
in departing from the letter of the will to effectuate
the general and presumable purposes of a settlement.
And such appears to have been the principle which
governed Lord Harcourt in his reversal of the decree
of Lord Cowper in Bale v. Coleman ^
In that case the testator devised to trustees and their
heirs for payment of debts and legacies, and after
debts and legacies paid, willed that one fourth part
should be and remain in trtist for E. for life, vntb
power of leasing ; and after her decease, in truU for
C. for and during the term of his life^ with like power
of leasing^ and after his decease to the heirs mate of
f«Vsra.«70.
9|SCT. 61, By tA&a< Wr4i$ an JSeUU^fyr l^e will pass. ^
the bo(^. qt C, r^maiodei' qicer. TI)i/9 beiii^g tl^ de*.
TMf(i of a Umi, Lord Cowpei: cojficeiy'ed U^ii it diif^e^
froo ^n iaim«4^^ 4ftvi»^, tnd tfigt it vraft ija^fef ? ta
1)0 Iflod^ ^pQ9.i9 ^Q nature of na ^xect^o^ d^iTisfti
Ip tidiij» (ffiiQt skfter d«htft paid:; qr in the oatvjr? «^
twriniie ariictes^ ; b^aidesihAt the eimblnig C*.tA W^
l^Aee^ aeQme.4 toJfi^ly very atroi^y^ that he^ vwk to
iMKft oa P9WM to dispose q£ the inheci^cie^
Bqi th^ smn^ c%ii8« comiag on before* h^r^ H^t
courts Kp(»pi a veheaf ingj be m\i the caae o| a i^ill difr
fcjFed, ff oRi the^ qak^s. of inar]piage articles^ i^ the n^r
t^re of whiQh the itoue vy;ere partifiularly comidered^
iiad>)oQk^ upon as, piurchasers* That in caa^s of 1^
w4l. virh^ri^ th^ parties claim velantarilyj the teat^or'^
intent must be presumed to be cowi^tent with the v^4e^
of law ; and that at law the same words would cer-
tainly create an estate tail That it could not he^ in-
fearred with, any oertainly. from the power of leasing;
that no estate tail w»s intended^ wch power being
more beneficifi} than that which was giv^n to a tenant
in tail by the statute; and as the cl^bts were admitted
by the pleadings to be all paid^ the same construction
was to be made as if there had been originally no
trittL His Lordship^ upon these grounds decr^eed
A/a. share to be conveyed to him and the heir« male
oi his body*
We do not find that distinction alluded to by ifOird
Harcourt in the above case^ which has been so fi*e-
quendy recognised in other cases^ namely^ between
executed and executo|ry trusts ; but on the negative sido
as denying to ei^ecuted trusts a greater latitude of con-
struction than is conceded to the limitations of legal es-
tates^ his doctrine has the support of a very prevailing
2p
&7S tmpoti of Words aftd PhtasM. Cbit. Vf.
fleiries of authorities. Lord Harcoort was not called
fipon to make any distinction between trttsts executed
and immediate^ and trusts executory and prospectiye^
as the trusts in the case before him were undoubtedly
of the formel* kind^ and the decision of his Lordship
proceed? upon the analogy between this description of
trusts and limitatious of the legal estate. Instead of
simply denying the resemblance of these executed and
completed estates in equity to the case of articles di-
rectory of a future settlement^ he takes rather too
broad a ground by insisting on the supposed propriety
of a severer construction of wills than of marriage ar^
titles^ drawn from the distinct natures of the instru-
ments themselves^ which would extend such severer
9
construction to executory as well as to executed trusts
if contained in a wilL *
•f^eait- The disiinctioti between these two descriptions of
^^^^^° trusts has been the hinge on which a great many im-
andexecQ- portaut. and much considered adjudications have
tory trusts. '^ ' •*
turned } and without resorting to which^. we should in
Vain search for a principle to reconcile the cases on
the subject. In the case of the Earl of Stamford v.
Lord Hobart ' determined bjlLord C. Cowper^ whose
decree was affirmed by the Lords^ the opinion of Lord
Harcourt as to the propriety of putting a stricter con*
struction in general upon wills than marriage^articles^'
was implicitly denied. It was' there observed that^ as it
Was Usual for equity, in cases of executory articles for
settling of estates, to supply informalities and defects^
especially when the things supplied were necessary to
support the main intent of the parties^ and to cariy
such articles into execution, according to that intent^
' 1 Bro, P. C. 388.
S£CT.6. By what vowds av^ Estate f&r life^wiU pass. 579
as fiir as it might agree with law^ though not strictly
acceding to the words and penning of the articles ;
so a firtum would equity do in the case of a will,
where the same was to be executed by a conveyance
to be made.
If the view of this doctrine taken in the last cited
case be a correct one^ Lord Harcourt's general rea-*
aoning from the distinct characters of the instruments
themselves^ the one^ i. e. marriage articles being consi-
dered as standing on obligatory and valuable considera-
tions^ the other on the mere intention and voluntary
bounty of the testator^ seems to have gone too &r> and
further than was necessary for the support of his deci-
sion of the case before him ; there being quite suffi-
cient ground for it in the analogy between trust estates
executed or fully limited^ and estates at law^ and in
the sound intelligible maxim of equitas sequitur le-
gem. I have insisted the more on this point, because
in the learned and elaborate discussion of these cases
by Uie late Mr. Feaitie, that profound writer seems
to lend some countenance to this mode of treating the
subject.
The strict consideration of trust estates which was
the ground c^ the decimon in Bale v. Coleman was
fully adopted by Lord Hardwicke in Garth v. Bald-
win *. In which case, there was a devise of lands to
a trustee, in trust to pay the rents and profits to S.
for her separate use for her life, as if she were sole ;
and after her decease to pay the same to E. her son
for life, and afterwards to pay the same to the heirs
of his body, and for want of such issue, to pay the
*2Vez.S40.
dp2
Imjfott oj WndMi ami PhMML Cmci IVl
s^iBMrto aU asd evei y otlieo «m or aans of tftie b«dy ef &
VogolteB^ Ac. Upm the quettioB whsAer B* ^"tt obi«
tillod to.tho knda in tail; or for lifia only^ Lind |iardh
tridBO praeeededl on this pvindpfe^ vamfify^ thaftiB Ikair
tations of a trust either of a real or personal cataitt in
be determined in that courts the construction ought
la be made aeoording to the ccgnatructioii oS Kmita-
tioiM of a kgal estate^ anlnathe intent of Ae testator
•r aathar of the trast phudy appears to- tha cot^raiy;
He hud it dowa* as a maxiinf^ thai he waa aotf^ ia a
eoupt of equity^ to- overrule the le^ CMSfaniotioi^ of
Iba liniitetioii^ ankss the intent of the teetatav or au-
thor of the trust appeared by declaration plain:, vm^* ^
plain expression or necessary implieatioa. And ae»
oardingly he decreed a conveyance in^ tail to Bv
It eould scarcely have been expected that aft» the
decree of Lord Hardwidca in Bagsbaw vi Speneef ^
lya Lai dship would hare reasoned as we* find him* de^
lag in Oartb ix BaMwio just above cited : Ibr m Bag^
ahaw o. Spencer, Ae expressed grouad of Uia dec»-
aibu was the distinction betiveea a trust ite ofuity^
and a mere legal estate ; his Lordship at the asme
time declaring that aU trusts in notion of law were
^OMCHtory, and; that the distinction between Iragta ex-
aoutcd and executory had aieves beea ettaUiabQd.
Again in the case of Rdbests v. DixweH^Lord Haid^
vrioka observed^ that the latter part of tie trust was
raasefy: executory, to be carried inta axeqatioB after
the performance of the anteoedaat trusts^ That the
ivhole direction, therefore, fdS upon die eourt, and
• 1 V«* 1«. 2 Atk. «40. 570. 577. ''I Atk. 607.
Sgct* & By what wards on Egtalefir ^ wiU pass. Sftl
■tkcy were to 4trect how the parties were to oearvjr*.
He«aid» tiiiit the Court had Crieen aiilcfa greater libei^
ties :iA the constmcitieii €f executory trwits, Hmm,
ithet-e the 4Tmlbs i^ercairtuMdly executed ; end direoled
41 ceiivejfWMe tie the sons sBCoeesively in taiiy it heinj^
not a trust executed, hut executory.
VhmuetwiAstasidiiif^ IheireMmNig of liord Ikrd*
ill Bngshaw «. Spettosr, he "vriH be fouad m
odmr C8MB decided b^ him Hbiith hetoe amd after tfant
cane^ te have is^^ by hi« ^titiionty the distiactiofi
lakenhy Lord IWbotin iierd Otenoichy i^. flsttvifle^
mUdti may he emmderad as the ^re«t caae u^im the
^object. The devise in tint caae vms 4d tmatees, ianA
their hekn, in trust till the luanriage, m death of the
testator's iprand^^aagbler, to nceif e the Mnts «u4
fvoStts, «ad ^ay her «n unmiity for her mainteinabce ;
aad, as to the iresidue, 4o {ny his ddMa and legaxnes^
and after paymetit theiMif, in trust ic* kk gnnd^
dsn^ghter, 4md if «he marfied ^ Protestant^ after her
earning %tS m^e, err i;nth consent^ then to leonvey the
estate after auch marriage^ ta Hkie use of her for Hf^
witheot itnpeachmeiit of vmste^ pevnainderloherbM^
band ^fiofT 4tfe, remainder 1o 4he issue of her body with
aei^eral TCmaindefs over ; and one of the questioMi
tmsy whether Lady Glenof ohy, (the grand-daagtrtei*)
imder this nvtN mis tenaift b» life or in «ad. C^otd
Talbot said he should have made no difficulty 4tf de^
termining this to be an estate tail had it been the
case of an %nmediate devise. He thought^ in cashes of
trusts executed^ or immediate devises^ the construc-
tion of the courts of law and equity ought to be the
aame^ for there the testator did not suppose any other
Ca. Temp. Tslb. 3.
683 Impart of Words and Phrases. Chap. VI.
conveyance would be made. That the case of Pft-
pillon V. Voice ' seemed a strong authority for exe-
cuting the intent in executory trusts^ as well as in
marriage articles ; and he accordingly decreed to Lady
Glenorchy only an estate for life with remainder to
her first and other sons in tail male^ &c.
nio^f 9^! ' ^' would be useless to cite more cases upon this
^^d^^' subject. All of them which had taken place before and
ciMtioniT ^™^°S ^^ ^™^ ^^^^ been collected^ and reasoned upon
<^Lord by Mr. Fearne in his Essay on Contingent Remain-
^^Loi4 ders^ whose opinion was strongly in favour^ as well of
the close analogy between trust estates executed and
legal estates, as of the distinction between such ex-
.ecuted trust estates^ and such trusts as are execu-
tory^ and which leave something to be done on wbidi
a court of equity may ground its special interference
to carry the iiitent of a testator into full effect. We
may conclude with observing, that 'Lord Thurlow in
Jones V. Morgan % adhered to the principle of apply-
ing the same rules to trust as to legal estates where
the devise is immediate ; and that Lord Eldon in the im-
portant case of the Countess of Lincoln t;. the Duke
of Newcastle % said, that there is a distinction be-
. tween a will making a direct gift, and a covenant by
articles to be executed, but none betwe^i a covenant
in consideration of marriage, and an executory trust
by will.
! 2 P. Wffls. 471. * 1 Bro. C C. 306. * 1% Vcs. Jui. 31 &
(583)
Section VII.
What words create a Joint* Tenancy , and what a-
Tenancy in common in a WUL
INDEPENDENTLY of all inference to be
drawn frotn the contents of the wiU^ it is well settled
that a devise to two or more generally^ or to two or
more and their heirs^ makes them joint-tenants.
Courts both of law and equity are said now to lean Ooarts of
^ ^ law and
4igatn8t joint-tenancy ; though formerly it was other- equity iea«
./ v3 against thi^
^ wise, upon the ground of the inconvenience of mul- constrac
tiplying services under the old tenures ^. Any words jomtpte-
therefore, importing an equality of benefit, will lead "*"^'
to the construction of a tenancy in common. Thu«,
nothing is better settled than that in a will, the words
'' equally to be divided" will create a tenancy <n
common.
4
But it sometimes happens that after such distri- whai ha*
iutive words the testator adds an express limita- construc-
tion to the survivor, or directs that the estate may there are
words im*
be enjoyed with benefit of survivorship; which has a porting an
tendency to embarrass the construction. It has been fn^es^^
laid down in positive terms that where lands are de- ^wor-^
vised to two or more persons, to hold to them and Jhc^dcFL."*
the survivor of them, they will take an estate in joint-
tenancy, though there may be other words in the will
indicating a tenancy in common ^ And Lord Hale
lias said^ that a devise to two equally to be divided
between them, and to the survivor of them, makee
* 3 Atk. 5»4. » Furse v. Wecdces, S RoU. Ab. 90.
•€e».
/ ,
584f Import of Wordn and Pkrasen. Chap. IV .
an estate in joint-tenancy upon the express import of
the last words ^ But this doctrine has not prevailed
in later cases^ in which the courts have been ingenious
to give effect to the words of severance without sacri-
ficing the 'words of survivorship.
In some cases^ howevw^ the eonstruetion of wordB in
% will^ as importiaga joint-tenaney^ has 1>een &voim$d
as tendiag to effectuate and preserve the estates. As
where a testator devised to Jane and SKzabeth aU his
estate^ to be equally divided between them during
their natural lives^ and, after die deceases of the'taid
Jane and Elisabeth^ to the right heirs of Jane for
ever; the only question was^ whether -this dev^
made Jane and Elisabeth joint-tenants for life^ so as
that^ upon the death of Jane^ the whole survived to
Elizabeth for life ; or whether, upon the wwds ^^ equally
to be divided between them/' they wereteaants in com-
mon^?
Lord Chief Justice Holt pronounced the opinion of
the Court that they were joint-tenants^ notwithstand-
ing the words '' equally to be divided am<mg them/'
and that the lands ought to survive to Bliflftbeth:
1st Because^ though va^n such wiords> generally thtfy
^ would be tenants in common ; yet if it should beso in
this case^ it would be expressly against the intent of
the testatoTj and would defeat the heirs oS Jane of
part ; for th^y were to take alto^^r, and not by
:nioietieSj one at onetime^ and one at another^ bat
all at once; if they should be tencu[ils in coMbob,
' they must take % moieties at s&reral timfSt 9iS)g, it
«
• 1 Vent. 216.
' l\u!kenDan 9. JsSHea, 3 Bi€« Abr. 681. Holt^ S70.
Sect. 7. What words weate ajoiftt^eium^, %c. BSh
Iff as eicptened that the 4ieir8 tf Ji^nfe were fiot to tftke
till after both their Aecesses. Sdly, If they shdQlA
i>e tenantB in common^ tiien the heirs of ^ane woalA
ibe in dani^ to lose a moiety ; toty ab to "thttt one
moiety^ it nnsst be a contingent reDsaitoAer ; so thsit
if fiHmbeth had died during the life ^f Jme, thk
contingevicy for that «iOfety net liappenivig \h)hen YJhe
fmrtkular estate deteffnmedy'\ i€ tmist descend to Uti^
keirs at 4aw of the testator^ who were Elkcabeth and
the issue of Jane, as coparceners. 4thly, Jane anA
fili^beth were heirs at law of the teMator, unA, as
audi, the wMe would have d^eended to tht^ in 'oih
parcenary, if no will had been maAe ; but it w«s
plain, the testator intended to pnefer the heirs of Jane
to the whole. It was therefore adjudged that Blfza*
beth and ,lane took as joint-tenants.
A. ilaws devised all his 'estate <in D. to his fimr
younger children. A., B., C, and D., their herrs and
assigns for ever, equally to be divided between then,
fhnpe and share alike, as tettadts in common, and not
as joint-tenants, mth benefit of suiroivorship '. Lord
'Hardwicke said, that, in Chancery, joint-tenanotes
were not favoured ; because they were a kind of Es-
tate that did not make provision for posterity : neither
did courts of law at this day favour them, though
'Lord Coke says, that joint-tenancy is favoured, be-
cause Che law was against the -division of tenures :
but, as tenures mett abolished, that mason had ceased,
and courts of law inclined the same Nvay with the
couMs of equity. Annother was, thut Where titere
were conUadictory words in a will/^<lje court made' a
Masodable and uniform construction, and would re-
»
• %W8 V. Hairs, 3 Atk. 5*3. 1 "Wils. R.'l65.
586 hnport of Words and Phrases. Chap. JV,
ject such words as were absurd^ and contradictory to
the intent of the testator. The words ^"^ equally, to
be divided^" in a will made a tenancy in common ;
here was also added^ '^ as tenants in common, and
not as joint- tenants/' which are very strong words ;
but then, it was also said, ^' with benefit of survivor-
ship/' which last words created the difficulty in the
case ; that is, to know at what time the testator in-
tended this benefit of survivorship should take place.
This might be explained by another part of the
will, where he plainly pointed out a survivorship
among the children themselves, as to personal estate,
where the words were, *' If any of my younger child-
ren die under age and unmarried, then I direct that
the share of him so dying, shall go to the survivors."
Then he came to this devise of his real estete, to his
said four younger children ; but it was true he did not
say, with the like benefit of. survivorship. He
thought it was natural to consider this as a fund or
provision for these four children ; and that he meant,
if any of them should die before 21, or unmarried,
thiLt the share of the child so dying should go among
the other children : and he was of .^opinion that C.
dying under age, his share did survive to the others,
and should not go to the heir at law.
Adverting to what had been urged in. argument.
Vis. that by the words '' with benefit of survivorship,"
might mean to prevent a lapse if one or more died in the
life^time of the testator, his Lordship seemcid to think
this too nice a construction, and observed that it was
not probaUe tlttt the testator meant by the 'benefit of
«um9oraAi/i,'.survivorship of himself; £wA t6$t9itor sA"
dom provides for a contingency in his own life-time, for
when any such happens he may altef his will if he
SscT. 7. What word$ create a joint-tenancy, ^c. 587
pleases. Bat^ continued his Lordship, if no other rea-
sonaUe construction can be put upon these words, the
court ought to resort to it^ as in the case of Lord Bindon
V. the Earl of Suffolk'; which was the case of a de«
vise to five grand-children, share and share alike^
equally to be divided between thein> and if any of
them die, then to the survivor, and they were held to
take as tenant^ in common ; for by the words '^ if any
of them die, his share shall go to the survivor," Lord
Cowper said, it roust be intended, if any of them
should die in the life-time of the testator, for by that ^
construction every word of the will would have its
effect and operation.
And in the case of Rose d. Vere v. Hill ^, where the
devise was to the testator's five children, and the sur-
vivors and survivor of them, and the executors and
administrators of such survivor, share and share alike,
as tenants in common, and not as joint-tenants. Lord
Mansfield and the Court of King's Bench, consi-
dered the devise as creating a tenancy in common
in fee, and that the words '^ survivors and survivor'*
related to the death of the testator.
But where J. S. devised lands to A. and B. and the
wrvivor of them, and their heirs and assigns for ever,
equally to be divided between them, share and share
alike^ and A. died in the testator's life-time, and then
the testator died, leaving C. his heir at law, the court
sai4 that wills must be so expounded that, if possible^
every word might have its effect. That, in that case
the devise being to two and the swihor of them,
they were plainly joint-tenants for life; andthatthe
next words '' and to their heirs equally to be divided
^lfiYrm.99. ; 3 Burr. 1881.
^etifMA thuili, «liittK and tdiive tfite^^ M {ilaltariy {ft-
ydited «liefii «e be tMiiMs in mmumh «f the MmMI*
^tot>k dffeot. Sat A. hatvii^ diei va «be leftUM^i^ lift-
mmty tL becamt A^Mby ewtttledi^ At yiAfeUe for %is
ilffe; and the inlM^itafioe 4tf A. Imvin^ liipMd hftm
(Aektk, im ta(A^ mn^^mmnA toC. an the tMtiftM%
Aeiratlaiirl
^ert*of '^i^rt Hiere art two dBferfem dispoiiltena nf the
^t duf^"^ wihe ^fifftrte in a <h4II, 4he better ^ef iniaa fsisMm to lie
titioiii of ^OiAiibe t^m devisees ahaM «ftke in tmiie«ie6 : «bM«li
theiame ^
Mute Id a Lord Coke was of opinion that «kle IttQer iMPds »-
yoked the former '. In many of the old books it is
"aaid gvnerally^ ^kattbere'ShoBld ben j6ifit-teffa«iGy^;
bat Mr. Uarg^rave obsert^s, ^&^t aiccording totke fa<H
<dern i6f«ii<Aft^ •a^d, it i^ems, the hes/t, tkert wffl be
A j<Nirtt4etia»ey^ «r tenancy in cetmntyn^ WMffiStngto
Uie HvoidK tised iti Ihnititig fbe two estMen ; by mhiA
itm me^tct^ ^tft, if the two estetes 'giteh by Ibe wfll
.-faave the unity M Bamewess 49f interest, ^sMliifl toa
jttat^MaiiCiy, the devisees'^bitHbe jofnft4etiittita ; bift,
if otherwise^ they shslH be tenants in ootaiiba.
The courts The boolu abound iu €ates ia which, wiMM mA or
hayelaid , • i • ■ . •
hold of {lersooal estate m qe vised to two «r more f^fmum^ the
words in ^coiiFts lutv^ HihewB M ittoUtiatidB 4o lay thaid of aaf
ten^dy iiT words i« ^kt wiH in4iw(iag an int^nUoa to maka ao
'^°'''"' ^^[iialjartitiaii^f^iiepMper^^toa^nft^
ia coiBinati. Ataaa demed^haalandt to hia arifeA>rfife,
4ha MflMunder to A.^ B.^ikii^C*, 'and their hdhrafvspce-
(ica^^ for avw. And tke^ueittoa4)etn^ wfaeAer A.,
St, aaid C wa« jaifct toaaalo, 4))r teiteato da laonmsii,
^ Barkv v. GUes, 2 P. Wms. 380.
' Co. Utt. lit. 6.n. 1. 3 Atk. 375. 3 Atk. 483. * plowd. 539.
SiECTv.7« THmC iMiY^ <i*6Mi< tftjoi^ ^c. S8d
Urn dowt hlld Vo9*. ibejMiMm tM^mto W cwioum:
fits iM kiH«( of ib^ daiiims aff^frafdi ift tH<) iw4t>
tiNit emry one obaiikl hv^^ ¥i«r f w<^ wd 4Mr keir$i z
^m«l ^ re«p«ctiie)y/ wwU bo; i4k tf aa^b^rcMet
simicfticnalMuld )it.i»ack^ and liOMUsigtHfy laa mun
Ami wh«k tiie: kw* ttid wHihoiift it^
So» i^heve ]Md» wctre devised ta< fiv.ei pe.i:)iOfij9». thejw
b^ifs vid aasi^s, all qf (Mm to, have, part (mi^ fmt
atiire^. and the one. to bav;e a&much a$ the oUkjc'^ it Mm
9id^.udged to b^ a tenancy ia connnioii "'.
Again^ ivhere L. devised lands to his two sons
^quaU^j ajD^ theic heirs^ it wa^ adjudged, that the
devisees, taok a» tenants in, coixunon ;. for^ ot^herwiae,
the, word 'ecjuftJly/ would have m, weaning".
A person devised a messuage with the appurte-
nanpes^ ui^to M. G. and T. R. equally to them^ his
sifter's sqn^ Lord Mansfield said^ there waa no
room foi: argument; 'equally* implied a division;
whereas^ if they were to take as joint-tenants, there
would be no division "*.
A man devised lands to his two sons and their heirs,
and the longer liver of them, equally to be divided
between them and their heirs^ after the death of hh
wife. The court was of opinion^ that the sons were
tenants in common^ and that the devise was good ;
and the reason was grounded upon the construction of
* Hpnrfll V* IVamptoD) ^^J^^ 4^ <^ad see Ihe sane peint in
Heathe v. Heathe, 2 Salk. 123.
* James v, Collins, Het. ^9. Cro. Car. 75.
* Lewen v. Cox, Cro. Eiiz. 693. 1 Vera. 33.
* Denn 9. Gaskin, Cowp. 657.
fi90 Impart of Words and Phrases. Chaf. IY .
mJis, that it ought to be according to the intent of the
devisor : his intent appearingto be not only to provide
for his two sons, but for their posterity ; and that not
only bin two sons, but their heirs, should have an
equal part : for the words were, '' equally to be di-
vided between them and their heirs/' And though,
by the first words it was given to them and the sur-
vivor of them, yet the last words explained what he
intended by the word ' survivor ;* that the survivor
should have an equal division with the heirs of him
who should die first. And, though the testator had
not aptly expressed himself, yet, upon all the words
taken together, his meaning seemed to be so'.
A person devised a freehold estate to trustees and
their heirs, in trust to permit his three sisters and
their assigns to hold and enjoy the said premises^ and
to receive the rents thereof, to their sole and sepa-
rate use ; and as his sisters should severally die, he
gave the premises to their several heirs. Lord Hard-
wicke held, that the plain meaning of the words,
'^as they severally die," &c. was, that the sisters
should take as tenants in common y And in another
case, a devise of the profits of land in trust for the tes-
tator's six younger children, to be distributed among
them in joint and equal proportions, was held to g^e
a tenancy in common, and not a joint-tenancy '.
A testator devised all his real estates to trustees, as
soon as his three daughters should attain their res-
pective ages of twenty-one, to convey to them and
the heirs of their bodies, and their heirs, as joint-
' Blisset V. CranweU, Salk. 226.
« Sheppard v. Gibbons, 3 Atk. 441.
f Ettricke v. Ettricke, AmbL 656.
Sect. 7. What Words create a joinl-tenancy , Sge. 591
tenants. Lord Hardwicke, after observing that, on
account of the direction to convey^ this was an exe-
cutory trust, in which case, the court assumed greater
latitude of moulding the will according to the inten-
tion of the testator, gave his opinion, that the
daughters did not take as joint-tenants, but that con-
teyances should be made to them at twenty-one res-
pectively, in tail, with cross remainders in tail ; by
which means, survivorship would be preserved upon
the death of any daughter without issue, which was
the most that was meant by joint-tenants '.
Robert Clarke devised his estate to trustees, and
their heirs, to the use of the testator's niece Susan*
nah Clarke, and his two nieces Elizabeth Garland
and Ann Corry, and the survivor and survivors of
them, and the heirs of the body of such survivor and
survivors, as tenants in common, and not as joint-
tenants, and for want of such issue remainder over*.
Upon a Case sent by the Master of the Rolls for
the opinion of the Court of Common Pleas, the
Judges of that court certified, that the devisees took
as tenants in common.
T. S. devised a term for years and all her interest
therein to her two daughters; they paying yearly to
her son 25/. by quarterly payments, vi^. each of them
12Z. 10s. yearly out of the rents of the premises, dur-
ing his, life, if the term so long continued. This was
clearly held a tenancy in common, by Lord C. Jef-
feries, the 25/. being to be paid by the two daughters
equally in moieties*.
' Maryat v* Townley, 1 Vez. 102*
* Garland v. Thomas, 1 N. R. 8^
V
59d Import ofMnrdg and Pftrawt. Chap. IV.
#
But whm But althoHg^h according to these cases, and a irrea&
sioDB occur many more taat mxght be pj^oqaced^ the inchnatioa
to favour a ^ . -.^^x • ^ ^i . -. . .
tenancy in Of the CQmt^ ugainst the constfUiCtuM;^ of joiot-teaau-
^^''wm cm, d^iposj^s them to give effect to the ^igbtest^ev
thecon- piressions indicating the intention to beneAt the dch*
S™conjw- wees eqii»% ; yet. where np fo^qh expreosicms occiur^.
(rooads: Vl^ COttTtS wiU not» Ott OO^Cll^ gTOU^ VOOifA %
ZS'^'' <mBtr^tm. yfkkk ha» nafouodaUon 1^ Ote wil) iM(
JSylTn ST ^ support lit. Nqr wiU. th^ sql^^t matter, of thp <|<^
JTwyor <»«« W legacy supply any aiJSHjneQt o^e way or Ukv
the other, other. And in tbo case of a. ipf^re moooy iefffiy, fl^o
rule is the same. Thus the present Lord Chancellor^
m a late c^pe ''^ stated thatj upon the douht which
Lord Tburlow had expressed in Perkins v. Bfiyntpn '
w'hether there could be a joint-tenancy of a mfsre
9K>i¥^y tegOjpy OF a residue^ ani} th^ capef ciM upoa
^ 4w$iMion% att^mpt^^pqn tho qaestjoD^ where
th^;i;es^ary )Qgate€» were ex;e<;tttors9 he had looked
at €^c|f the original wills in Doctoir'aQomi^ons^ where
a construction had been put upon these bequests ; and
he had made up bi» mind qpoii the pointy upon which
he had never any doubt since> that a sinyile bequest
of 9. legacy or a residue of persomd property to A.
and B.^ without more^ is a joint*teii9acy.
* Kew 9. Roqse, 1 Vem* 3^3.
"* Crook? V. De Vandez, 9 Yez. Jan. 107. '1 Bro. C. C. 1 1&
END OP VOL. I.
p; ■»■ t 11 ■ I . , I p i| ■ ■ I w
J. mud T. Civktf Bnnienf 38, Si. Johet Spmre/ Ijtmim.