Public-domain · open source
OpenJurist

136 Mass. 273

Nudd v. Powers

Massachusetts Supreme Judicial Court

Decided January 30, 1884

Massachusetts Supreme Judicial Court · decided 1884-01-30

<p>A testator by his will bequeathed to his daughter, for her life, a certain sum of money a month “ out of the rents ” of certain houses, the land itself being devised to other persons for life, “ subject to the reservations ” to the daughter, and, after their death and that of the daughter, the rents, income, and profits of the same were given over “forever,” with the statement that “said legacy conveys a fee simple in all my said real property ” to the last taker; and the will also contained a condition against selling intoxicating drinks upon the premises. Held, upon a bill in equity by the daughter against the life tenants, to enforce a trust in her favor, that the gift to her was not charged upon the corpus of the fund; that neither the fee nor the life estates could be sold to provide a fund for her; and that the devisees were not liable personally, except so far as they had received rents and profits, or were liable for the same by reason of their occupation.</p> <p>If land subject to a charge created by a will in favor of a third person is alienated with notice, the purchaser holds the land subject to the same charge.</p> <p>A delay of three years in bringing a bill in equity, to enforce a charge upon land created by a will, is not such loches as will defeat the plaintiff's right, if there has been no change in the defendant’s position by reason of such delay.</p> <p>If a bill in equity is brought for the sale of an estate, upon the rents of which a charge is created by a will, and fails to obtain that form of relief, it may nevertheless be maintained to declare and enforce the charge.</p>

Relies on Thayer v. Finnegan · Trustees of Amherst College v. Smith · Aldrich v. Blake

Good law ✅— No negative treatment on recordhow we know

Decided 1884-01-30

How this case has been cited

Cited by 22 later decisions — most recently February 1941

22 state decisions — followed in 10 states

501884189019001910192019301940decided

Later decisions citing this case, by decade. The current decade is in progress, and our corpus holds fewer opinions from the most recent years, so the latest bars are undercounted — not a real decline.

View the full empirical analysis of this case →

Holmes, J.

¶1The gifts to the plaintiff, in the second clause of her father’s will, of seven and five dollars a month out of the rents of certain houses, are not charged on the corpus of the fund. Beside the facts that only the income or rent purports to be charged, and that the payments are periodical, Scholefield v. Redfern, 2 Dr. & Sm. 173, which might not' be conclusive, the identical parcels of land are given to the defendants, Powers and Francis Austin respectively, for life, and, after the decease of the devisees and legatees named in the will, that is, of those defendants and the plaintiff, the rents, income, and profits of the same are given over “ forever,” with the further statement that “ said legacy conveys a fee simple in all my said real property ” to the last taker. This clearly shows that the land cannot be sold. Wilson v. Halliley, 1 Rus. & Myl. 590, 601. Foster v. Smith, 1 Phil. 629. Philipps v. Philipps, 8 Beav. 193. Farle v. Bellingham, 24 Beav. 445.

¶2There are other indications that the testator expected and intended the land to be retained, such as the condition against selling intoxicating drinks upon the premises, the absence of any power to sell, and the nature of the final devise. The intention expressed is clear, and the question is purely one of intention. Baker v. Baker, 6 H. L. Cas. 616, 622, 627, 630.

¶3*277It being clear that the fee is not charged, it would be inconvenient and unusual if the life estate should be, and such a construction would defeat the probable intention of the testator. It is true that the tenants for life take “ subject to the reservations ” to the plaintiff. But the “reservations ” are from income or rent, and a gift subject to a reservation from rent, otherwise shown not to charge the fee generally, is different from a gift subject to the payment of a lump sum. We think, therefore, that the plaintiff has no right to have the fee or any part of it sold to provide a fund for her, and, if it were within our power to give her the relief she asks, the mere fact that the defendants deny her charges — the income, so far as appears, being large enough to satisfy them when established — would not be a sufficient ground for granting it. See Graves v. Hicks, 11 Sim. 536, 551.

¶4Again, the charges which the will purports to create are charges upon the rents alone, and not upon the persons of the devisees. The devise is not conditioned upon a payment by them generally, as in Amherst College v. Smith, 134 Mass. 543. See Turnough v. Stock, 11 Exch. 37; Doe v. Clayton, 8 East, 141, 144; Gardner v. Gardner, 3 Mason, 178, 212. The devisees, by accepting the testator’s gifts, accepted no liability beyond what the will expressed.

¶5On the other hand, the rents and profits will be applicable during the life of the plaintiff to make up arrears. See Graves v. Hicks, 11 Sim. 536, 556 ; Booth v. Coulton, L. R. 5 Ch. 684; Taylor v. Taylor, L. R. 17 Eq. 324; In re Mason, 8 Ch. D. 411, 415.

¶6The case is obscurely presented, and we cannot assume, on the answer and admission of the defendants Austin, that there has been an alienation. But as it seems probable, from the form of the agreed facts, that there may have been, and as we desire to dispose of all the questions of the case, we will add that, in that event, the purchaser will hold the land subject to the same charge. Amherst College v. Smith, 134 Mass. 546. Thayer v. Finnegan, 134 Mass. 62, 66. Aldrich v. Blake, 134 Mass. 582, 586.

¶7The defence was put wholly on the ground of loches and want of jurisdiction in equity. The delay of the plaintiff in not proceeding is not a sufficient reason for rejecting the bills. It does not appear that the defendants have made any change in their *278position on the faith of the plaintiff’s quiescence, or, if they have, that they have any right to attribute it to that cause. In the absence of any such change, a delay of three years is not sufficient to deprive the plaintiff of a vested right of property.

¶8As to jurisdiction, the bill seems to have been brought for a sale of the corpus on the principle of Cupit v. Jackson, 13 Price, 721, 733, M’Clel. 495, Hall v. Hurt, 2 Johns. & Hem. 76, and Horton v. Hall, L. R. 17 Eq. 437. It fails to obtain that form of relief, but we think that it may be sustained to declare and enforce a charge, the legal remedies for which, if any, are either derived from equity, and therefore do not take away its jurisdiction, or are inadequate. See Manly v. Hawkins, 1 Dr. & Wal. 363.

¶9After proper inquiries, and such amendments as may be necessary, a decree may be framed, under the direction of a single judge, declaring the plaintiff’s rights, and ordering the defendant devisees, (and the defendant Agnes Austin, if a purchaser with notice,) to make payments overdue good, so far as they have received rents applicable to such payments, or are chargeable for such rents by reason of their occupation of the premises. If necessary, a receiver of the rents to be appointed. See Manly v. Hawkins, ubi supra; Pritchard v. Fleetwood, 1 Meriv. 54; Kelsey v. Kelsey, L. R. 17 Eq. 495.

¶10 Ordered accordingly.

/136/mass/273 · .json · Public domain