The
Duke of Norfolk's Case, Or the Doctrine of Perpetuities.
Chancery
Division
Original Eng. Rep. version,
PDF
Original
Citation: (1649-1779) 3 Chan Cas 1
English
Reports Citation: 22 E.R. 931
See
Judgment corrected from Lord Nottingham's MSS. 2 Swans. 454 [36 E.R. 690].
SELECT
CASES in the HIGH COURT OF CHANCERY, solemnly ARGUED AND DECREED by the Late
LORD CHANCELLOR with the assistance of the Judges. [Also known as 3 Chancery
Cases.] [1681-1698.]
The Duke
of Norfolk's Case ; or, The Doctrine of Perpetuities. [See Judgment corrected
from Lord Nottingham's MSS.
2 Swans. 454.]
(20
Martii 1647.) A. Bargains and sells to L. the Baronies of Gr. and Br. for ten
Months.
(21
Martii 1647.) A. grants the Reversion of those Baronies to R. and D. and their
Heirs, to the Use of A. for Life, Remainder to E. the Wife of A. for Life,
Remainder to R. and D., &c., for 200 Years upon Trusts, to be declared by
another Deed of the same Date, Remainder to H. H. his second Son, and the Heirs
Males of his Body, Remainder to C. H. his third Son, and the Heirs Males of his
Body, Remainder to E. H. his fifth Son, and the Heirs Mules of his Body, Remainder
to A. H. his sixth Son, and the Heirs Males of his Body, Remainder to B. H. and
the Heirs Males of his Body, Remainder to the right Heirs of A.
L.
attorns Tenant to R. and D., &c*
(21
Martii 1647.) A. makes another Deed declaring the Trust of the Term for 200
Years reciting it, and the Uses in the last mentioned Settlement, says in the
reciting Part, That it is intended that the Term should attend the Inheritance,
the Profits be received by H. H. and the Heirs Males of his Body; and for
Default of such Issue, such other Persons, who according to_ the Limitation of
Uses should have had them, if no such Term had been, so long as T. H. eldest
Son of A. or any Issue Male of his Body shall live. But in Case T. H. die
without Issue of his Body, in the Life of H. H. not leaving his Wife ensient
with a Son, or that after the Death of E. H. by Failure of Issue Male of T. H.
the Honour of A. should descend on H. H. then H. H. and his Heirs to be
excluded of the Trust; then the Indenture witnesseth, that the Term shall be
upon the Trusts [2] and under the restrained Limitation and Proviso's
after-mentioned, viz. If T. H. or any Issue Male of his Body be living, in
Trust for H. H. and the Heirs Males of his Body, until by the Death of T. H.
without Issue Male, and not leaving his Wife ensient with a Son, or after his
Death, by Failure of Issue Male, the Honour of A. descends to H. H. and in Case
the Honour shall not descend to H. H. that after the Death of H. H. the Trust
shall be for the Heirs Males of H. H, and for Default of such Issue, in Trust,
to permit such other Persons and their Issue Male respectively, to whom the
Freehold or Inheritance is limited by the former Deeds, to take the Profits, as
if no such Lease were : And in Case the Honour of A. descend upon H. H. then
the Trust for H. H. and his Issue Male to cease.
And then
as to the Barony of Gr. in Trust for C. H. and the Heirs Males of his Body,
Remainder to C. H. and the Heirs Males of his Body, Remainder to F. H. and the
Heirs Males of his Body, Remainder to B. H. and the Heirs Males of his Body,
ReÁmainder to H. H. and the Heirs Males of his Body, Remainder to the right
Heirs of A. the Father.
And as
to the Barony of Br. as to one third Part of it, in Trust for E. H. and the
Heirs Males of his Body, Remainder to F. H. and the Heirs Males of his Body,
Re-
931
932 THE
DUKE OP NORFOLK'S CASE ; OR, 3
CHAN. CAS. 3.
mainder
to B. H. and the Heirs Males of his Body, Remainder to T. H. and the Heirs
Males of his Body, Remainder to H. H. and the Heirs Males of his Body,
Remainder to the right Heirs of A. And as.to another third Part of the Barony,
in Trust for F. H. and the Heirs Males of his Body, with like Remainders to
other Brothers, ut supra: Remainders to the right Heirs of A. And as to the
other third Part, in Trust for B. H. and the Heirs Males of his Body, with the
like Remainders to the Rest of the Brothers, ut supra.
A. died
in 1652.
E. the
Wife of A. died in 1673, and then the Term of 200 Years commenced.
(20
Novemb. 1675.) D. the surviving Trustee at the Request of H. H. assigned the
Term to one Harriot.
(1 Dec.
1675.) Harriot assigned the
Term to H. H.
(24
Octob. 1675.) H. H. by Bargain and Sale inrolled sells to H. to make him Tenant
to the Prcecipe for suffering a Recovery.
(25
Octob. 1675.) The Use of the
Recovery declared to be to H. H. and his Heirs.
(Nov.
1677.) T. H. the eldest Son of A. died without Issue or having ever been
married.
// the
Trust to H. H. be good, and the other Trusts limited to the other Brothers on
the Contingent, in Case T. H. died, whereby the Honour of A. should descend to
H. H. be good or void, relievable or not relievable in a Court of Equity, the
Term being surrendred ?
(Serj.
P. ton's Opinion, 26 Dec. 1677.)
I am of
Opinion, that the Trusts to all the Brothers of H. H. in his Term are void, and
no Ways relievable in Equity :, For if [3] these Limitations, being made after
T. H. shall die without Issue Male of his Body, were good in their Original
Creation to the Brothers of H. H. it must be by the Attendency of the Term upon
the Reversion of the Estate which was so intailed, and then when their Estates
in Remainder were docked by the Recovery which H. H. suffered, and the Trusts
that attended on them were likewise destroyed, and can never survive the
Remainder on which they depended, no more thon they could have stood alone in
their Original Creation.
(Serj. M
d's Opinion,"28 Dec. 1677.)
I
conceive that the Trust for the Term is appointed to wait upon the Inheritance
in the Fore-part of the Deed, though seeming contrary to the latter Part is not
so, but both may be reconciled, (that is to say) shall wait upon the
Inheritance upon such Contingencies as hereafter are expressed, being the Trust
is limited and in the same Order, only the Contingencies of the Death of T. H. without
Issue, &c., prout.
The
Trust of the Term limited to H. H. and the Heirs Males of his Body, with
Remainders over, as the Case is, I think is a good Trust, and will go
accordingly, so long as there is no Charge made, though regularly a Term for
Years cannot be intail'd, yet it may be made to wait upon the Inheritance that
is intailed.
But when
it is so limited, it is not properly an Intail within the Statute de Donis, but
governable partly in Equity, and partly in Law.
H. H. to
whom it is so intailed, may dispose of it, and thereby bind his Issue without
Fine and Recovery, as I conceive. And, the Term so limited in Tail shall be
subject to his Debts against the Issue in Tail, as I also conceive.
By the
Recovery suffered by H. H. all the Intails are barred, and consequently the
waiting of the Term upon the Inheritance destroyed, because the Inheritance it
self is changed; but the bare Surrender of the Trustee could not have that
Operation, if nothing else had been in the Case.
But the
greatest Question in this Case, I conceive, will arise upon the Death of T. H.
without Issue and the other Contingencies, because the Trust of the Term is not
limited to H. H. absolutely, but to cease upon those Contingencies, and then to
be altered; yet seeing the main Intention of the Settlement was to make the
Term wait upon, the Inheritance, as by the Recital of the Deed, and when it
changes is limited by Way of Inheritance.
Therefore
I conceive that H. H. whilst he was Owner of the Inheritance and Trust of the
Term, suffer'd a Recovery, the contingent Trusts of the Term to the others, are
destroyed.
In Law
they have no Relief, because the Estate for Years is surrendred, and I conceive
the Chancery will not support such leaping Limitations of a Term for Years,
3 CHAN.
CAS. 4. THE DOCTRINE OF PERPETUITIES 933
especially
when it cannot take Effect in toto, as the contingent Limitations are, and
the
Remainders in that Case will be void. M--D
[4] (Sir
'William Jones'a Opinion, 20 Jan. 1677.)
I am of
Opinion, that the Term being limited to H. H. and the Heirs of his Body,
under
other Limitations than the Inheritance was, the whole Term vested in H. H. and
the
Limitations thereof to the other Brothers were void: For a Trust of a Term
cannot
be
intailed unless it be to attend an Inheritance; and the Limitations of the
Trust
differing
from the Limitations of the Inheritance, it is all one as if the Trust of the
Term was
limited, without Respect to any Inheritance, in which Case the Limitations
of the
Term to the other Brothers would be clearly void. Next I take it to be clear,
that
Taking the Trust of the Term to be attendant to the Inheritance of the
Recovery,
having
barr'd the Remainders of the other Brothers as to the Inheritance, the Trust
of the
Term must needs be wholly in H. H. and that the other Brothers can never
claim
the same in Equity: For since the Inheritance (as intendant to which they could
only be
intitled to any Part of the Trust of the Term,) is vested wholly in H. H. and
no
Remainder left in the Brothers, there can be no Remainders in any of them of
the
Trust of
the Term ; but as the whole Inheritance is now in H. H. so doth the whole
Trust
attend that Inheritance. W. jones.
(Sir
William Jones's Opinion, 30 Oct. 1680.)
I am of
Opinion, that the now Duke of Norfolk and Earl of Arundel have a good Title to
the said Baronies. First, in Law it is clear, that the Term is surrendred; and
so if any Title remain to the younger Brothers, it can, only be in Equity. And
secondly, I think there is no Title in Equity, as to which it may be insisted
upon, that if the Limitations of the Trust of the Term were at first good; yet
seeing they are chiefly to attend the Inheritance, and that Inheritance by the
Recovery is changed and made a Fee-simple, and this before the Contingencies in
the Limitation of the Trust of the Term happened, whereby the Limitations of
the Trust are changed, and the younger Brothers cannot have the Term in the
same Plight, nor during the same Estate, as were at first designed: I say, from
these Considerations it may be concluded, that the Limitations of the Trust of
the Term are destroyed; but that which I do most rely upon is, that the first
Limitation of the Trust of this Term under this ContinÁgency was altogether
void; as to which, the Case is no more than that a Term of 200 Years is granted
in Trust, that H. H. and the Heirs of his Body shall receive the Profits, until
by the Death of T. H. apd the Failure of Issue Male of his Body, the Honour of
A. shall come to H. H. and in Case the Honour of A. shall descend to H. H. then
the Trust for him and the Issue Male of his Body to cease ; and then it is
limited respectively to the younger Brothers and the Heirs Males of their
respective Bodies; I conceive these Limitations to the younger Brothers are
void. First, it will be agreed, that the Limitation of the Trust of a Term to
one and the Heirs Males of his Body, and, for Want of such Issue, to another,
is void. As to the second, I think it as [5] clear, that if a Trust of a Term
be limited to one, as long as John a Styles hath Issue of his Body, and that
John a Styles die without Issue of his Body, then to another, that Remainder is
void : Likewise that which seems to make the Doubt in this present Case is,
that the ConÁtingency must happen within a Life, viz. the Honour of A. descend
to H. H. which must be to him in his Life-time, or not at all. To which I
answer, that though a ConÁtingency be remote in it self, and not likely to
happen within a Life, the Time within which it ought to happen, or not at all,
doth not alter the Case ; and therefore in Child and Bayly's Case, reported in
2d Croke 459, and by Jones and Palmer, the Failure of Issue was limited to be
within a Life, viz. a Term was devised to one and his Assigns, and if he die
without Issue of his Body living at the Time of his Death, then to another :
This was adjudged no Remainder unto that other ; and tho' it was objected, that
the ConÁtingency must happen within the Compass of Life, or not at all, yet no
Regard was given to that. This Case seems to me in Reason to be the same with
ours. I do observe, that no Case can be found, where Limitation either by Way
of Trust or Devise of a Term hath been allowed to take Effect upon a Failure of
Issue, or after Death of the Party to whom, the first Estate was limited
without Issue. And as in Child and Baily's, Case, the Judges say, as I have
often heard them say in other Cases (that if Matthew Manning's Case was now to
be adjudged, it would not be so adjudged; and that Case is), a Term is demised
to one for Life, and after his Death to another, which is allowed
934 THE
DUKE OF NORFOLK'S CASE ; OR,
3 CHAN. CAS. 6.
good,
and that they would not go a Step farther, So I say, in this Case, it must go further than
Manning's Case, or any other Case that is adjudg'd to make it void.
william
jones.
(Serj. M
d's Opinion, 20 Nov. 1680.)
The Case
is new, and without any express Precedent, and therefore not capable of so
certain a Determination as would be expected, in Case Advice were to be given,
whether a Purchaser should deal in the Buying of a Lease or not.
Yet
though there be no Precedent in Print, yet such like Cases have been
determin'd, as guide my Judgment and Opinion to be (scilicet) that as this Case
is circumstantiated, Charles hath not, nor can have a Eight to the Trust of the
Term ; the Reasons and Ground of my Opinion are as f olloweth.
First,
The Trust of the Term for Years in Gross, and separate from an Inheritance,
cannot be intailed in Possession or Eemainder; but yet where there is a Term
for Years in Being, if the Inheritance of the Land be intailed with Remainders
over, there the Term may be limited to wait upon the Inheritance, according to
the several Intails ; and such Limitation is good, so long as nothing
intervenes to interrupt or disturb it.
But I conceive
it is not capable of such Privileges of Intail as Inheritance is, for the
Intail is confirm'd by the Stat. of Westm. 2, de Donis ; but the Attendance of
the Term upon the Inheritance intail'd is not within the Statute de Donis,
&c., is but a Creature of the [6] Chancery, and in several Cases may be
destroyed and barred, tho' no Fine and Recovery or other Bar be made of the
Inheritance.
I
conceive in such Case if the Tenant in Tail alien without Fine or Recovery for
valuable Consideration, the Issue in Tail shall avoid the Inheritance; the
Chancery shall never help him to avoid the Lease.
In this
particular Case it is clear, that neither Charles, nor any in Remainder, can
recover this Term at Law, but only by Suit in Chancery ; and in Chancery shall never
recover where the Limitation of such a Term in Being is not supportable in
Common Law, which in this Case it is not, as I conceive ; for take the Case
without the ContinÁgency, that Henry was Tenant in Tail, Remainder to Charles
in Tail, &c., the Recovery
suffered by H. would have barr'd Charles of the Rest of the Term, as well as of
the Inheritance.
But the
sole Objection here is, that the Trust of the Term to Henry is expressed, that
it shall determine quoad Henry and his Issue, in Case Tho. Duke of Norfolk die
without Issue, living Charles, as in this Case he did.
The
Strength of this Objection lies in this : First, That the Cessor of the Trust
is to be upon the Death of a Stranger without Issue (scil.), on Tho. Duke of
Norfolk, on whom the Lands were not intailed. And secondly, the Term is not to
cease, but upon the Death of Tho. Duke of Norfolk without Issue in the Life of
Henry.
As to
the first, it will make no Difference in Reason and in the Polity of the Law,
where the Cessor is limited on the Death of a Stranger without Issue, or of the
Tenant in Tail without Heir of his Body. For first,
In both
Cases the Possibility is remote, and not regarded in Law, where a Term is so
limited, and so were their Solutions in Child's and Bayly's Case, and divers
others.
This
would be a Way to set up a Perpetuity, as strongly as that it was limited upon
the Death of the Tenant in Tail without Issue.
Put the
Case there be a Father and several Sons, A. B. & C., and the Father is
seiz'd in Fee of the Reversion of Lands after a Lease of 200 Years, he settles
the Inheritance upon his eldest Son in Tail, with Remainders in Tail to his
other Sons ; and this Lease being in Trustees for him at the same Time causes
the Lease to be settled in Trustees in Trust for the Sons, to wait on the
Inheritance in Trust accordingly, provided that the second Son die without
Issue in the Life of the Father or Son, the Trust of the eldest Son to cease.
I
conceive this would not be maintained in Equity, if the second Son should not
alien by Fine and Recovery.
As to
the second Objection, That the Cessor is on the Death of Tho. without Issue in
the Life of Henry, whereby the Contingency is reduced to happen in the Life of
one Person, viz. Henry, and not at large, viz. of the Death of Tho. without
Issue, I conÁceive no Difference made thereby, and it is in Effect the Point
adjudged in Child and Bayly's Case (Mic. 17 Jac. [1619], B. R.) [Cro. Jac.
459], which was thus : French, a Termor for 76 Years, demises to his Wife for
Life, Remainder of the [7] Term to W.
3 CHAN.
CAS. 8. THE DOCTRINE OF PERPETUITIES 935
his Son
and his Assigns, Proviso, That if the Son W, died without Issue of his Body
then living, that T. his Son should have the Term or Interest.
Adjudged
then in B. R. which was three Years after (Mic. 20 [1622] Jac.) affirmed in the
Exchequer-Chamber by Hobart, Winch, Denham, Hutton and Jones, that the Demise
to Tho. was void.
In that
Case the Contingency did expect during the Life of W. only, as here it is on
the Life of H. and the Reasons of their Judgments both in the King's Bench and
Exchequer-Chamber, in Effect of all the Judges of England at that Time, was
because it might tend to make a Perpetuity, and that this new invented Way of
Intailing of Terms is in no Sort to be favoured in Law.
In
Child's Case it was limited, if William had no Issue at the Time of his Decease
; in this Case, if Tho. had no Issue at the Time of Henry's, Death.
Put Case
it had been limited, that Tho. had died without Issue in thirty or forty, or
any Number of Years, or if it had been limited that Tho. had died without Issue
in the Life of Henry, and five or six more Persons, it might have been so
limited as well as to one Life, and the Law is the same.
It is
more Contingent when the Cessor is limited to be upon the Death of Tho. without
Issue in the Life of Henry, than it had been if Tho. had died without Issue
generally ; for he may die without Issue, tho' he die not without Issue in the
Life of Henry.
First,
The Sum of this is, if such Limitation of a Term as this is, be not good at
Law, the Trust of a Term cannot be good in Chancery.
Secondly,
The general Scope of the Settlement of the Term was, that the Term should wait
on the Inheritance in Tail, which now cannot be because it is altered.
Again,
If the Law should be otherwise, that Charles have the whole Term, then
those in
Remainder shall be utterly defeated of it, and shall not go to Charles his Son
and
Heir, but to the Executors, which never was intended by the Deed. M d.
(Opinions
and Considerations for the younger Brothers.-Sir J. C. .)
I
conceive, that notwithstanding the late Judgments in Chancery have been, that
if a
Term of Years be limited by Way of Trust, or otherwise, to any Person and his
Heirs
Males, with Remainders over, or other Limitations to any other Persons, those
Remainders
and Limitations are void, and the whole Term shall be to that Person
and his
Executors and Administrators, to whom it was first limited in Tail; yet this
Case is
different from all those Cases, by Reason this was only a temporary Provision
as to
Mr. Henry Howard, until that Contingent of the Death of the Duke of Norfolk
should
happen, and then absolutely to cease as to Mr. Hen. Howard. And then the
Trust of
the Term is declared to be for the Preferment of the younger Sons, as is above
expressed
; and albeit that Harriot hath, in plain Breach of Trust by his Assignment,
enabled
the now Duke to destroy the Term in Point of Law, yet the Chancery may
subject
the Lands during [8] the Remainder of the Term to the Trustees for the younger
Children,
as agreeable to the Intention of the Deed of Trust, and to all Honesty and
Equity,
and that Equity I take it is in no Sort barr'd by the Fine, if a Bill be
exhibited
in Time.
J. 0. 8 Jan. 1677,
(Sir R.
S.)
I concur
with this Opinion, because it is no absolute Trust, not so much as for the
Life of
Henry, but a limited Trust upon a Contingent, which as in its Creation it
might,
so in
Fact it did happen in the Life-time of Henry ; and consequently there is no
Room
for any
Construction to be made, that the Trust of the whole Term vested in Henry
against
the express Limitation thereof. R. S.
(Mr Osbey.
I
conceive, first, that if by Act executed my Lord of Arundel had created this
Term to my Lord Dorchester, and the Rest of the Trustees in Trust for Henry
Howard in Tail, and after his Death to the Brothers in Tail, that had been a
Perpetuity, and not good for a Term ; tho' as to that, there is a Difference
taken in Tatten and Mollenex's Case, Moore, 809, 810. in Chancery, by the Lord
Chancellor, and the Judges assistant; which seems to be reasonable, that the
first Party, that is the Cestui que Trust against his Issue, may dispose of it,
but not against him in Remainder; for Equity preserves it as to the Remainder ;
so then if it had been to Henry Howard and the Issues of his Body, the
Remainders to the Brothers : Tho' Henry Howard could, as to his Issue, dispose
9.36 THE
DUKE OP NORFOLK'S CASE ; OR,
3 CHAN. CAS. 9.
of it,
yet as to his Brothers it stood good, if that Resolution holds good, and the
Book says, it was grounded upon Precedents in that Court too. But this Case
differs where the Course of Equity is against it; therefore first, there is
only by this Conveyance a Reception of the Profits in Henry Howard and the
Issue Male of his Body, until the Dignity of Arundel come to him. And it is not
in Trust for him and his Issue Male ; so as he has not the entire Trust in him,
as the other Sons have by the Penning of the Deed. Secondly, It is not
absolutely in Trust in him and his Issue Male, but temporary in them, upon the
Failing of the Dignity of Arundel sooner or later, and he is not a Gestui que
Trust within any of the Statutes preceding the Statute of Uses, but has but a
limited Pursuance of the Profits; but the Trust vests compleatly in the
Brothers after. Thirdly, Then the Marquis of Dorchester assigns the Term to
Harriot, and he assigning it to H. H. whereby he has in Strictness of Law
extinguished it, whereby there is a Wrong and Deceit done to the Brothers, he
is bound in Equity and good Conscience to make them Recompence and Satisfaction
for this Wrong; and it appearÁing that H. H. was privy to this, with a Design
to extinguish it, and that ExtinguishÁment turning to his Advantage, he is
likewise compellable in Equity to answer it out of his Estate, either by
creating a new Term in this Land, or by some other Way, accordÁing to the
Resolution of the Judges in my Lord of Ormond's Case, Hubbard, 350.
(Sir W.
Ellis.
[9] I
have seen the Opinions of Mr. Attorney General, Serj. Maynard and Serj.
Pemberton, whose Opinions I do much Value, and have great esteem for. Mr.
Attorney saith, that the Term to H. H. and the Heirs of his Body, under other
Limitations than the Inheritance was, the whole Term vested in H. H. and the
Limitations thereof to the other Brothers are void; I conceive the whole Trust
of the Term is not limited to H. H. but Part of the Trust, so long as Thomas
the deceased Duke shall have Heirs Males of his Body, and until the Earldom
comes unto him; so as the Trust is but a qualified and limited Trust in H. H.
so as this Trust to H. is now ended by Way of LimitaÁtion to H. H. and then
there is a new Trust springs and arises to the younger Brothers, not by Way of
Remainder of a Term, but the Trust to H. II. being ended and deterÁmined, I
conceive a new one may well arise and spring up to the younger Children,
admitting it were a Trust of a Term in Gross, it is not a Remainder, but a
future contingent Grant and a Limitation to them, as it is in Pell and Brown's
Case.
Secondly,
If it be to attend the Inheritance, then he conceives clearly, the Recovery
having barred all Remainders, the Term and the Trust of the Term is also
barred. If this Trust had been to wait upon all the Estate as they came in
Possession, it had been the stronger ; but as this Case is, I conceive the
Trust will wait upon the Estate of H. H. for so long as Tho. lives, and hath
Heirs Males of his Body, and until the Earldom come unto him, and the Trust of
Henry determines, and then a new Trust springs up to the younger Children,
which is a Future contingent Trust, so as a common Recovery can bar this Trust,
so long only as they did wait upon the Estate of H. H. which is now determined
by a collateral Limitation, and the Recovery cannot enlarge the Trust to H. H.
and make that to continue, which in its Creation was to end when such a
Contingent happens, which hath now happened; if H. H. had not suffered a common
Recovery, he had had an Estate-tail, yet no Trust; this is a future contingent
Trust to the younger Children, which cannot be barred by a common Recovery.
W.
ellis, 8 Martii 1677.
(Serj. M
d for the Brothers.)
1. The
Surrender or Grant of the Lease for 200 Years to Henry, nor the ExtinguishÁ
ment of
the legal Interest of the Term, doth not prejudice the equitable Trust of the
Term, so
long as the Lands come not into other Hands, viz. of a Purchaser, without
Notice
of the Trust, which is not in this Case.
2. An
Intail cannot be made of a Term in Gross; as if a Lease for 1000 Years be
made in
Trust for /. S. and the Heirs of his Body with Remainders over, /. 8. may
dispose
of the whole Term, and such Disposal is good against his Issue and those in
Remainder;
and if he die without such Disposition made by him, his Executors
shall
have the Benefit of the Trust, and not his Issue or the Remainder.
[10] 3.
But a Term may be limited to attend and wait on the Inheritance by Way of a
Trust; as if a long Term of Years be, the Reversion in Fee, if the Reversion be
3 CHAN.
CAS. 11. THE DOCTRINE OF PERPETUITIES 937
purchased
in Fee, or settled in Tail, the Term may be settled to the Use of the Fee or
Tenant in Tail; and in that Case, if the Tenant in Tail die, or the Tenant in
Fee die, the Heir or Issue shall have the Benefit of the Trust, and not the
Executors, &c.
4. But
in that Case, if the Tenant in Fee die in Debt, and no other sufficient Assets
to pay
the Debt, in that Case the Executor shall be preferred before the Heir,
although
the Debt
be such as the Heir is not bound or liable unto.
5. And I
conceive, that in that Case, if the Tenant in Tail, that hath the Equity
of a
Term waiting on it, do purchase the Term and alien, or obtain the Trustee of
the
Term to
make an Alienation of a Term, it shall bind the Issue in Tail and him in Re-
mainder,
though the Alienation be by Deed without Fine or Recovery, because the
Term in
Law is well aliened without Fine, &c. And the Statute of Westm. 2 de Donis
extends
not to a Case of a Term.
6. Yet
it is true this doth not absolutely determine the Case in Question upon three
Accounts.
First,
It is a new Case not yet brought in Question.
Secondly,
Because here is a springing and a new Trust, by accident subsequent, and alters
the Trust, and changes the Intail of the Term to other Persons, from Henry to
the younger Children, and on such Accident takes away the Trust wholly from
Henry the first Tenant in Tail.
And
thirdly, the Change seemeth to be grounded on great Reason; for the Lord
Maltravers being in such Condition as he was in, there was great Reason to
disable him and provide for the younger Children, as is done by this Case; and
if Henry should come to be Earl, and have Addition of Estates, that the other
younger Children should also have Accession of Estate to them, and so it is by
this Deed of Trust provided.
But
notwithstanding these Reasons, and this Difference of the Case in these
CirÁcumstances from other Cases already resolved, and the contrary Opinions
that I have seen, I am rather of the Opinion, that in this Case the younger
Brothers are bound by the Recovery suffered by Henry, than convinced that they
are not bound; for I find that the Reasons given econtra touch not my Doubt
fully.
The
Reasons of my Opinion are, viz.
1. For
the Recovery suffered, and the Time when it was suffered, (to wit) before
the Lord
Maltravers died; for till he died, Henry was Tenant in Tail, and had Power
by a
Recovery to bar and dispose of the whole Inheritance, as well of his own
Estate-
tail, as
of those in Remainder : The Term of Years was but Accessary to serve and
attend
the Inheritance which was Principal.
2. And
the only Reason, that made such Intailing or Limitation of [H] the Term
good,
was, because it was to wait on the Inheritance, first to Henry in Tail, and so
successively
to the other Brothers; or else, as it is abovesaid, the Limitation had not
been
good ; And when that Reason fails, and the Cause why it was a good Limitation
ceaseth
and is taken away, the Effect of it doth likewise cease
3. The
Change of the Term into Thirds doth not change the Estates-tail of the
younger
Brothers, and cannot stand with the Intention of the Deed of Trust: for
I think
it clear, if Charles, admitting he come to the Inheritance as Owner, or if in
the Life
of Henry he could get a Tenant of the Freehold of all, or any Part of the Land
to join
with him, should then suffer a Recovery, it would bar Edward, Francis and
Bernard,
of so much of the third Part whereof such Recovery should be suffered, viz.
of the
whole Inheritance, and a Third of the Term and the Residue, (to wit) the other
two
Parts would respectively cease, and be intailed as to the Term, and be wholly
in the
respective Disposition of Edward and the Rest, and go to their Executors, not
to their
Issues or the Remainders.
And yet
upon long Consideration of the Case, there is another, and a further Ground of my
Doubt of what hath been said, viz. not only because it is a new Case, and
concerneth a Great and Noble Family, but on another and further Ground observed
and insisted upon by such great Opinions, contrary to what I have above
observed, viz. that it is not only a springing and contingent Use to the
younger Brothers, reÁspecting them, but because the original Trust to Henry,
viz. that the Trust to him and his Issue is, as to him and them, under a
Limitation; and that not so long as he the Tenant in Tail shall have Issue, but
so long as the Lord Maltravers shall have Issue
Male ;
and on that Reason the Case is more doubtful. M -D.
C.
II.-30*
938 THE
DUKE OF NORFOLK'S CASE ; OR, 3
CHAN. CAS. 12.
Sir W.
Ellis.
1. I
agree, that if a Man have a Term for 1000 Years, and he grants and de-
miseth
this to one and the Heirs Males of his Body, the Eemainder to another and his
Heirs,
that this Term cannot be intailed, nor a Remainder limited upon it; and that
upon the
Death of the Party, to whom the Term was so given, it shall go to his
Executors
as a Chattel, and not to his Heirs Male.
2. I do
conceive it will not be denied by any, that if there be a long Term for Years,
for 1000
Years, more or less in Trust, and a Man purchases or settles the Inheritance
to the
Use of himself for Life, the Remainder in Tail, the Remainder in Fee, and
declare
that the
Trusts of the Term shall wait upon those Estates, and fall in with them, but
that
this Trust of the Term shall go along with all the Estate, and shall not be
merged
in any
of them, and this Trust shall not go to an Executor, but shall go along with
the
Estate, and if the Tenant in Tail die without Issue, it shall go along with the
next
Remainder-man
in Tail, and after his Death without Issue it shall go to him in Fee-
simple,
and attend all the Estates in Remainders, be they never so many. And this,
1
conceive, is the common Course in Chancery to incorporate [12] such Trusts to
go
with all
the Estates. This is not an
absolute Trust for Henry and the Heirs Male of his
Body,
but a limited and qualified Trust as long as Duke Thomas's elder Brother lived,
and hath
Heirs Males of his Body, and until the Earldom of A. doth come unto him;
so as by
the Death of Duke Thomas without Issue, the Trust to Henry, which was
but a
limited Trust, is now determined and vanquished as to Henry.
As this
was a contingent Trust in Henry, but in case Thomas was alive, and had Issue
when the Term was to begin, so the Continuance and Duration of the Trust of the
Term, was but to last until the Earldom came unto him; and it is the stronger,
for that this Trust ends in Henry by Way of Limitation.
How long
shall Henry and his Issue have this Trust ?
Until
Thomas die without Issue Male, and the Earldom of A. come unto him, both which
have happened, so as the Trust for Henry and his Issue is ended by Way of
Limitation, and is now disposed over to others, as it may well be so, as this
is a new Trust that by a contingent subsequent Declaration takes away the Trust
from Henry, and settles a new Trust in the younger Children; and it is to be
considered, that Henry is to have the Trust of this Term, not so long as he
shall have Issue, but so long as the Lord Maltravers shall have Heirs Male, so
as that makes it a collateral Limitation or Determination of the said Estate.
4. The
Equity and Justice of this Trust carries much Weight with me, and that
Condition the Lord Maltravers was in : It was fit to settle the Trust in Henry,
so long as the Lord Maltravers had Heirs Male of his Body, and if they failed,
and that the Earldom of A. and great Accession of Estate to come to Henry, it
was a great Reason that the yotmger Children should be provided for and taken
Notice of.
And it
will not be easy to blow off and overthrow a Trust in a Court of Equity,
contrary to the express Mind and Intention of him that made it, for the
Provision of the younger Children, especially it being made with so much
Justice and Reason, wherein he hath both a Respect for his Honour's Family and
younger Children.
There is
one Objection against all I have said, which seems prima facie to carry Weight
with it; and that is, when the legal Interest is come to Henry, and he is
Tenant in Tail in Possession, and suffers a common Recovery, and bars all the
Remainders in Tail.
How can
this Trust which is an Accessary follow Estates 1
To which
I answer, first, If the Trust had been to follow and wait upon the Estate, this
Objection had been the stronger; but this Trust is not absolutely to wait upon
Henry's Estate, but so long as Duke Thomas hath Heirs Male of his Body, and
until the Earldom of A. come to him, both which are happened, he continues
still Tenant in Tail, and yet this Interest is determined in the Trusts.
Secondly,
This is a future contingent Interest that now is happened to the younger Brothers,
which cannot be barred, and it may be resembled to Pell and Brown's Case,
2 Cro.
590, 591.
[13] A
Man deviseth his Land to his second Son Thomas and his Heirs, and if he die
without Issue, leaving William his elder Brother, then William should have it in
Fee ; it was adjudged that this was a Fee-simple in Thomas the second. And
though regularly one Fee cannot descend on another; yet this being a future
contingent Interest, that the Devise of the Fee-simple to William his eldest
Son, was good.
3 CHAN.
CAS. 14.
THE DOCTRINE OF PERPETUITIES 939
Another
great Question was, Thomas the second Son suffered a common Recovery, whether
this did not bar the future contingent Possibility of William 1
And it
was adjudged it did not.
Now here
is as much a future contingent Possibility of a Trust, as there was of an
Estate or more, and therefore there is much Eeason that the future contingent
Possibility of a Trust should not be barred by a common Eecovery, as in this
Case. And as to that which is said, that an Accessary cannot be without a
Substance, and the Estates of the younger Children is to succeed, and yet they
have no proper Estate, for Henry is now Tenant, so as this is a personal Trust
for the younger Children indeÁpendent of-their Estates ; and if so, then
clearly this Recovery cannot bar their Estates.
Another
Reason, why a Court of Equity should help and interpose in this Case, may be,
because the Estate for Years was conveyed by Harriot in Breach of the Trust,
which a Court of Equity ought to maintain and support as much as they can.
First,
Because Harriot and the now Duke are not Purchasers for a valuable
Consideration.
Secondly,
They came in with Privity, and had Notice of the Trust.
And I
conceive may and will, notwithstanding these Acts, make good these Trusts for
the younger Children; and if this be a new doubtful Case, certainly I conceive
it is the surest and safest Way for a Court of Equity to make good the
Intention of him that made it, and to preserve the Trust for the younger
Children.
william ellis,
26 Feb. 1677.