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Jackson ex dem. Harris v. Harris

Jackson, ex dem. Harris, against Margaret Harris

Jackson ex dem. Harris v. Harris, 8 Johns. 141 (N.Y. Sup. Ct. 1811)
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Court
New York Supreme Court · State Trial Courts
Decided
May 15, 1811
Judges
Spencer
Citations
8 Johns. 141
Headnotes
M by his last will,, devised as follows: « As touching such worldly estate wherewith it hath pleased God to bless me, I give, devise, and dispose of the same, in the following manner and form: First, Í give to Jeremiah, my eldest son, 40 pounds, to be levied om. of my estate; to my son Jacob 40 pounds, &ce.; to my daughter E. 5 dollars, cíe. to my youngest son James, 1 give and bequeath a certain lot, &c. Also, to niy beloved son Henry, I give and bequeath all this certain lot of land which 1 now possess, with the farming utensils,” he. and added, “ all these legacies before mentioned, to be paid on the first of May, 1805, and hi be raised and levied out of my estate,” and then appointed his son Henry and another person his executors. It was held, that Henry took an estate for life only, it being contingent whither the devisee would he chargeable with the payment of the legacies»
Summary
THIS was an action of ejectment, tried before Mr. ... i .. Justice Spencer, at the Schenectady, circuit, the 24th October, 1810, when a verdict was taken for the plaintiff, , . , .... . r ,, . subject to the opinion or tue court, on the following case Ebenezer Harris, who died seised of the premises’in ■ question, by his last will, dated the 12th March, 1800, devised as follows : “ as touching such worldly estate, wherewith it has pleased God to bless me in this life, I give, devise, and dispose of the same, in the follow.ng manner and form: First, I give to Jeremiah, my eldest son, 40 pounds, &c. to be levied out of my estate. Also, I give to my son Jacob 40 pounds, to be raised out of my estate, &c. and my daughter Elizabeth 5 dollars. Also, to Polly I give 30 pounds, &c. Also, to Phœbe I give 30 pounds, &c. Also, to my youngest son James, I give and bequeath one certain lot of ground, being part of lot No. 139. &c. Also, to my beloved son Henry I give and bequeath all this certain lot of land, which I now possess, and is known by No. 136. together with the farming utensils', &c. Further, I give Henry a good bed, &c.; to Henry, Polly and Phœbe, all the household furniture, &c. All these several legacies before mentioned, is to be paid the 1st day of May, 1805, all of which is to be raised and levied out of my estate; and also, I do appoint John Victory, and Henry Harris, my executors,” &c. It was proved, by one of the executors, that all the debts and legacies were paid out of the personal estate, which was appraised in the inventory at 1,071 dollars, and the debts and legacies amounted to 509 dollars and 36 cents. Henry Harris, the devisee named in the will of Ebenezer harris, died, after making his. will, dated 16th March, 1810; and after giving several legacies to be raised out of his estate, he devised as follows : “ and the rest of my estate, after paying my debts and the several legacies, I give to my beloved wife Margaret.” Margaret Harris, the defendant, has been in possession of the premises since the death of her husband Henry Harris, and claims to hold adversely to the lessors, who are the children and grandchildren of Ebenezer Harris.

Syllabus and headnotes are prepared by the reporter or publisher, not the court, and are not part of the opinion.

Opinion of the Court — Spencer

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Spencer, J.

delivered the opinion of the court. The lessors of the plaintiff are the heirs at law of Ebenezer Harris, and claim as such. The defence set up is, that E. Harris devised the premises in question to Henry Harris, and that he devised them to the defendant.

The question, then, between the parties, turns on the will of E. Harris, and whether under it, Henry Harris took an estate for life, or an estate in fee-simple. It has been contended, on the part of the defendant, that Henry took a fee under the will, 1st, in consequence of the charge on the real estate devised ; and, 2d, by the words in the introductory part of his will, by which he evinces an intention to make an entire disposition of his estate.

It appears to be well settled, that the declaration of an Intention to dispose of an estate, u in manner and form following,” or such like words, will not carry a fee. The declared intention has, sometimes, been called in aid to ascertain the quantity and extent of the devise, but has never been adjudged sufficient to determine the quantity of interest which the devisee took. (Cowp. 660. 3 Burr. 1618. 3 Wils. 141. and 414. 11 East, 220.)

The will gives the premises by these words ; “ also to my beloved son Henry Harris, I give and bequeath all this certain lot of land, which J now possess, and is known by No. 136. together with all my farming utensils, and likewise the stock belonging to my estate then, after some specific legacies, are these words, “ all these several legacies before mentioned, is to be paid the first day of May, 1805, all of which is to be raised and levied out of my estateE The residuum of the tegtatorV " *146 personal property is not disposed of, and he makes Hen- „ : , , , . ry Hams and another person has executors.

Some stress was placed on the word “ all” in the devise of the premises to Henry. To show that such a. word is to tie taken as descriptive of locality and not of interest, the cases of Bailis v. Gale, (2 Ves. jun. 48. 4 Cruise’s Dig. 249.) and Right v. Sidebotham, (Doug. 759.) are in point.

In deciding this case, we do not think it necessary to examine and pronounce on the difference between the effect of a charge on the person of the devisee, in consequence of the devise, and a charge on the estate devised; there is some subtilty in the distinctions on.this subject. But we are of opinion that Henry Harris took only a life estate in the lands devised, on the principle, that it was contingent whether the devisee ever would be chargeable with the payment of the legacies; and thqfc to carry a fee by implication, it is necessary that the charge should be absolute and certain.

The charge here is on the testator’s estate generally; and it imports his property, his estate, as well personal as real. If the personalty was sufficient to pay the legacies, that fund must be first resorted to; for it is the natural and legal fund for the payment of debts and legacies. The leading case which decides that a contin-' gent charge on a real estate will not carry a fee, is that of, Merson v. Blackmore. (2 Atk. 341.) The master of the rolls, in giving his opinion, said, “ where a gross sum is to be paid out of the lands, to be sure, it gives a fee to the devisee of those lands. But here, the debts are not, at all events, charged on the real estate, but only contingently, if the personal estate should be deficient, and therefore does not come up to the cases cited, of a gross sum to be paid out of land, and consequently gives no more than aa estate for life.” The very point arose in Doe v. Allen. (8 Term Rep. 497.) The decision of the master of the rolls in Merson v. Blackmore was cited *147 and sanctioned by the court. The case of Doe v. Snelling (5 East, 87.) does not overrule the cases last cited, but proceeds on a different principle.

We give no opinion as to the admissibility of the pa¡rol proof, going to show that the executors took a personal estate more than sufficient to pay off all the debts and legacies, as it is not necessary to the decision of the cause.

The plaintiff must have judgment.

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Cited by 19 cases

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1819–1820: 11827–1828: 11843–1844: 11847–1848: 11849–1850: 21859–1860: 11871–1872: 11879–1880: 21881–1882: 11883–1884: 11887–1888: 11889–1890: 21895–1896: 21903–1904: 11911–1912: 118192026peak 1849 · 2

Relies on it most ⓘ

  1. Snowden v. Tyler21 Neb. 199 (1887)
  2. Rogers v. Pierce12 Neb. 48 (1881)
  3. Lippen v. Eldred2 Barb. 130 (N.Y. Sup. Ct. 1848)
  4. Dale v. Gear38 Conn. 15 (1871)
  5. Young v. Ellis21 S.E. 480 (Va. 1895)
  6. Jackson ex dem. Hyer v. Van Valkenburgh8 Cow. 260 (N.Y. Sup. Ct. 1828)

Most recent

  1. Delehanty v. Dunn151 A.D. 695 (1912)
  2. McCaffrey v. Manogue22 App. D.C. 385 (D.C. Cir. 1903)
  3. Young v. Ellis21 S.E. 480 (Va. 1895)
  4. Freedman v. Loomis32 N.Y.S. 1077 (1895)
  5. Fagan v. Strong7 N.Y.S. 919 (N.Y. Sup. Ct. 1889)
  6. Evans v. Cleary17 A. 440 (Pa. 1889)

Citing references are not a citator: they show that a later opinion cites this case, not whether it followed, distinguished, or overruled it. Check negative history before relying on this case.

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