Docsity
Docsity

Prepare for your exams
Prepare for your exams

Study with the several resources on Docsity


Earn points to download
Earn points to download

Earn points by helping other students or get them with a premium plan


Guidelines and tips
Guidelines and tips

Knight Family Estate Dispute: Settlement of Real Estate and Will Interpretation, Study notes of Construction

Property LawWills and ProbateContract LawFamily Law

A legal dispute between the Knight family members over the settlement and distribution of real estate estates. details of the will of Richard Payne Knight, the parties involved, and their arguments in court. The dispute revolves around the interpretation of the will and the power of selection among male descendants of the founder of the family.

What you will learn

  • What is the power of selection among male descendants of the founder of the family?
  • What is the interpretation of the will of Richard Payne Knight?
  • What are the arguments of each party in court?
  • Who are the parties involved in the dispute?
  • What is the nature of the legal dispute between the Knight family members?

Typology: Study notes

2021/2022

Uploaded on 09/27/2022

lilylily
lilylily 🇬🇧

4

(9)

80 documents

1 / 14

Toggle sidebar

Related documents


Partial preview of the text

Download Knight Family Estate Dispute: Settlement of Real Estate and Will Interpretation and more Study notes Construction in PDF only on Docsity! KNIGHT V. KNIGHT sum of £10 000, and the objects of the recommendation were the children of the daughter. I am of opinion, that the husband could not have claimed the legacy in right of his wife, and that the wife could not have claimed it for her own use. A settlement upon the wife and children was intended by the testator to be made by the husband and wife. The wife being dead, the settlement cannot be made; and I of opinion, that the children are entitled equally. It was argued that the subject was uncertain, because the testator recommended, that besides the £10,000 of his own, something of the husband's to be settled also; but there being certainty as to that.which was in the testator's power, the trust as to this does not fail, because the testator expressed a wish as to something over which he had no power. His wish or recommendation that the husband should settle something of his own is perfectly consistent with his wish or recommendation that the whole of the £10,000 should be settled, whether the husband settled anything or not. [148] KNIGHT v. KNIGHT. Dec. 17, 18, 19, 20, 21, 1839; August 7, 1840. [S. C. 9 L. J. Ch. (N. S.), 354; 4 Jur. 839; and in House of Lords (sub nom. Knight v. Boughton), 11 Cl. & F. 513 ; 8 E. R. 1195; 8 Jur. 923. See Holmesdale v. West, 1866, L. R. 3 Eq. 485; Shelley v. Shelley, 1868, L. R. 6 Eq. 544; Ellis v. Ellis, 1875, 44 L. J. Ch. 226 ; In re Oldfield [1904], 1 Ch. 553.] Principles of construction, in cases of precatory words in wills, and the requisites to enable the Court to construe them as imperative. Where property is given absolutely to one, who is by the donor recommended, intreated, or wished, to dispose of it in favour of another, the words create a trust, if they are such as ought to be construed imperative, and the subject and objects are certain: thus, if a testator gives £1000 to A. B., desiring, wishing, recommend- ing, or hoping that A. B. will, at his death, give the same sum or any certain part to C. D., a trust is created in favour of C. D. Bequest to A. B. of a residue, with a recommendation to him after his death to give it to his own relations, or such of his own relations as he shall think most deserv- ing, or as he shall choose, has been considered sufficiently certain both as to subject and object, as to create a trust. Where it is to be collected that the donor did not intend the words to be imperative, or if the first taker was to have a discretionary power of withdrawing any part of the subject from the object of the wish, or if the objects, or the interests they are to take, are not ascertained with sufficient certainty, no trust is created. A testator, R. P. K., was entitled to real estates in tail male, with remainder to his cousins in tail, with remainder to himself in fee as right heir of the settlor, as to part under a settlement, made by his grandfather, and as to other part under the will of his same grandfather. R. P. K. suffered a recovery and acquired the fee- simple. He afterwards made his will, by which he devised all his estates, real and personal, to his brother T. A. K., if living at his decease, and if not to T. A. K.'s son, T. A. K. the' younger, and in case he should die before the testator, to his eldest son or next descendant in the direct male line; and in case he should leave no such descendant, to the next male issue of his said brother, and his next descendant in the direct male line; but in case that no such issue or descendant of his said brother or nephew should be living at the time of his, the testator's decease, to the next descendant in the direct male line of his said grandfather, according to the purport of his will under which the testator inherited those estates which his industry had acquired, &c. He constituted the person who should inherit his said estates his sole executor and trustee, to carry the same and every- thing therein duly into execution, "confiding in the approved honour and integrity of his family to take no advantage of any technical inaccuracies, but .to admit all the. comparatively small reservations which he made out of so large a property according to the plain and obvious meaning of his words:" he then gave some small legacies, and proceeded thus: "I trust to the liberality of my successors to reward 3 BEAV. 1A8 HeinOnline -- 49 Eng. Rep. 58 1829-1865 KNIGHT V. KNIGHT any others of my old servants and tenants according to their deserts, and to their justice in continuing the estates in the male succession, according to the will of the founder of the family, my above-named grandfather." T. A. K. survived the testator. Held, that the words were not sufficiently imperative, and that the subject intended to be affected, and the interests to be enjoyed by the objects, were not sufficiently defined to create a trust in favour of the male line, and that T. A. K. took the property unfettered by any trust in favour of such male line. Richard Knight being entitled to the manorg, of Leintwardine and Downton, executed an indenture of settlement, dated; the 26th of April 1729, and made between himself and Elizabeth his, wife of the [149] first part; his four sons, Richard Knight the- younger, Thomas Knight,.Edward Knight, and Ralph Knight, of the second part; and William Bradley and Joseph Cox of the third part: and it was thereby witnessed that the said Richard Knight, for the love and affection which he bore to his 'said wife and sons, and for settling an annuity by way of jointure uyon his wife- in lieu of dower, and "for settling and assuring the hereditaments therein- after mentioned, to continue in the name and blood of the said tichard Knight the elder, so long as it should please Almighty God," &c. ; and to the end that the hereditaments might be settled and established to and for the uses, intents, and purposes, and upon and under the powers, provisoes, limitations, and agreements after expressed, he, the said R. Knight, conveyed the manors of Leintwardine and Downton, and the hereditaments therein described, to trustees, to the use of himself for life; and after his decease, to the use, intent, and purpose, that his wife might receive the annuity therein mentioned, with powers of distress and entry, and subject to the annuity, and the remedies for the recovery thereof, to the use of Richard Knight the younger and his assigns for life; with remainder to the use of the trustees, to preserve con- tingent remainders; with remainder to the use of the first, second, third, fourth, fifth, sixth, and all and every other sons of the body of the said Richard Knight the younger, on the body of his then wife to be begotten, and the heirs male of such sons; with remainder to the use of the sons of the body of the said Richard Knight the younger, begotten on the body of any other wife in tail male; with remainder to the use of his son Thomas for life; with-remainder to the sons of Thomas successively in tail male; with remainder to the use of his son Edward and his assigns for his life; with remainder to the sons of Edward successively in tail male; with [150] remainder to the use of his son Ralph and his assigns for life; with remainder to the sons of Ralph successively in tail male; with remainder to the use of the right heirs of Richard Knight, the settlor himself; the deed contained powers of jointuring and leasing. Richard Knight, by his will dated the 27th day of October 1744, devised his real estates to trustees, to the uses, trusts, intents, and with and upon and under the same powers, provisoes, limitations, and agreements as he had theretofore settled, conveyed, and assured the manor of Leintwardine; and he directed the residue of his personal estate to be laid out in the purchase of lands, to be settled to the same uses. The testator died on the 6th of February 1745, leaving his four sons surviving him. Richard, the eldest son, died in 1765, without leaving any. issue male. Thomas, the second son, who died in 1764, was the father of the testator Richard Payne Knight and of Thomas Andrew Knight. Edward, the third son, who died in 1780, was the grandfather of the Plaintiff John Knight, and of the Defendant Thomas Knight. Ralph, the fourth son, died in 1754, leaving two sons, both of whom died long ago without issue male. (See the pedigree in the next page.) The eldest son, Richard Knight, enjoyed the. estates until his death in 1765, and was succeeded by his nephew Richard Payne Knight, who held the estates until his death in 1824. Richard Payne Knight being tenant in tail of the estates, suffered common recoveries thereof, and having thereby barred the entail, became the owner thereof in fee. [151] On the 3d of June 1814 he made his will. At that time, his nearest relation, and the next male descendant from Richard Knight his grandfather, was his brother Thomas Andrew Knight, who had an only son, Thomas Andrew Knight, the ,younger; after his brother and nephew, the next male descendants from Richard 2 UAV. I". HeinOnline -- 49 Eng. Rep. 59 1829-1865 KNIGHT V. KNIGHT personal' representative. The trustee of the deeds of December 1825 afterwards died, and the Defendant, Edward W. W. Pendarves, was his legal personal representative. Thomas Andrew Knight the elder afterwards executed certain indentures, dated the 24th and 25th of April 1835, the release being made between Thomas Andrew Knight of the one part and Sir William Edward Rouse Boughton of the other part; and after reciting that.doubts were entertained whether Thomas Andrew Knight was not tenant in tail at law or in equity of the lands therein mentioned, being lands devised by the will of the said Richard P. Knight, and that he was desirous and had [156] determined to bar the same estate tail, if any, and enlarge his estate and interest therein to a fee-simple, it was witnessed that, in pursuance of the said determination and of the statute of the 3 & 4 W. 4, c. 74, Thomas Andrew Knight conveyed the lands in Middlesex, Salop, and Gloucester, discharged of all estates in tail and interests of the nature of estates tail, to Sir William Edward Rouse Boughton and his heirs, to the use of Thomas Andrew Knight in fee. The memorial of this deed was duly enrolled. On the 5th of February 1838 Thomas A. Knight the elder made his will; and thereby, after bequeathing certain legacies, he stated that in the lifetime of his son they had fully considered and arranged as to the settlement and future disposition of the real and personal estate of which his late brother R. P. Knight had died seized and possessed, over which they had a disposing power, and accordingly had executed the deeds of the 27th and 28th of December 1825; and that it was the avowed and fixed determination of his said deceased son, expressed to him in conferences and consultations between them on the subject of their family interests and affairs, that if it had pleased God that his said son should survive him and become possessed of the said real estate, and have no issue, he, the said son, would, in that event, settle or otherwise devise or bequeath the property of the said R. P. Knight unto or amongst or for the benefit of his three sisters Frances Acton, Elizabeth Walpole, and Charlotte Lady Boughton, or their issues, &c., in such manner as he should, under existing circumstances, for the time being and from time to time think most fitting and expedient; his said son considering that it would be, on his part, an act contrary to every principle of natural and moral justice, if, in the events of his surviving him and leaving no issue, whereby the power [157] of disposing of the said real estate would reside and rest solely in himself, he should pass by and disinherit those so nearly connected in blood with him as his sisters and their issue and descendants, in order to prefer and benefit remote relations' descendants in the male line of his great grand- father Richard Knight; and that therefore, as under the calamitous and heavily afflicting event which had happened in the death of his son the power and right of disposing of the real estate of his brother, as well freeholds in fee and for lives, as copyholds, and also his personal estate, had devolved on him, he thereby, in accord- ance with the wishes and intentions of his son, &c., and in the events before mentioned, and also according to his own sense of justice, and wish and desire in all things, made his said will, and thereby devised and bequeathed all his real estates, comprising as well those which were his late brother's as his own (with certain exceptions), to Sir W. E. R. Boughton and Charlotte his wife, and such son as therein mentioned of the said Sir W. E. R. Boughton and Charlotte his wife. And in ease it should thereafter be decided that he had not the power of disposing of the estates and property which belonged to his late brother, but which upon the assumption and full conviction that they did belong to him, and that he had such power, he had included in the aforesaid general devise, then he devised his own estate in the manner therein mentioned. He then stated his will to be, that the costs, &c., of the said Sir W. E. R. Boughton, and every other party interested in his will, in establishing his .right to the estates of his late brother, and of any appeal to the House of Lords, should, in case the decision should be pronounced against 'his. claim, and .such costs should not be decreed to be paid out of such estate of his said late brother, be charged upon and payable out of his own copyhold and leasehold estates. [158] And the same testator, after giving various other directions by his will, further provided, that if by the judgment it should be ultimately decided that he had not the right and power of disposing of the said real and personal estates of his said brother, &c., as he had done by that his will, then, and in such case only, and if under 3 ZEAV. 1K HeinOnline -- 49 Eng. Rep. 62 1829-1865 KNIGHT V. KNIGHT any devise and bequest, limitation, or power in his said brother's will contained, he was, in consequence of failure of his own issue male, authorized and empowered to direct the order of succession, and appoint the real and personal estate, &c., to such one or more of the male descendants of his grandfather, Richard Knight, as he should think most proper, he thereby in exercise of his best judgment and discretion, and in order to continue and !preserve the real.estate in the male line of the family descended from Richard Knight, by limiting and appointing the same in manner after mentioned to the persons in succession, whom he considered the most likely to keep and preserve the same in the family, but subject to the previous devises and bequests, gave and devised the real estates which were the property of his late brother to his cousin the Defendant, Thomas Knight of Pap Castle, for life, and after his death to John Knight, his second son, and the heirs male of his body lawfully issuing, with other remainders over. Thomas A. Knight the elder died in May 1838. Previously, however, to this event, John Knight, who was the male heir of Richard Knight of Downton who died in 1745 (see pedigree, 3 Beav. 151 (n)), together with his three sons, filed this bill in May 1836, against Thomas Andrew Knight the elder and others; praying a declaration that according to the true construction of the will of Richard ayne [159] Knight deceased, all the real and all the residue of the personal estates of Richard Payne Knight ought to be conveyed and assigned in such manner as best to secure the enjvyment thereof to the-male descendants of Richard Knight the grandfather, as long as the rules of law and equity would permit; and that the same ought to be so limited that Thomas Andrew Knight should have a life- estate therein, with such remainder to his issue male and to the Plaintiffs as might best answer the purposes aforesaid, and for accounts, &c. Subsequently to the date of his will, Thomas Andrew Knight the elder put in his answer to the original bill in this cause, and thereby claimed under the will of Richard Payne Knight, with or without the aid of the further title derived under the indentures of the 27th and 28th of December 1825, and the indenture of the 23d day of March 1826, and the recovery suffered, and the said indentures of the 24th and 25th of April 1835, to be absolutely entitled to the whole of the real estates of the testator, Richard Payne Knight, in fee-simple and under the said will, or as next of kin of Thomas A. Knight the younger deceased, to be absolutely entitled to the leasehold and personal estate of the said testator. Thomas Andrew Knight, as before stated, died on the 11th of May 1,838, without having revoked or altered his will; and the necessary parties having been brought before the Court by a bill of revivor and supplement, and the preliminary enquiries having been made by the Master, the causes now came on for hearing. The question in the cause was, whether the precatory words in the will of Richard P. Knight were imperative on Thomas A. Knight. [160] Mr. Pemberton, Mr. G. Turner, Mr. J. Humphry, and Mr. Menteath, for the Plaintiffs. The dispositions contained in the will of the testator, Richard Payne Knight, imposed an imperative trust on his brother, Thomas Andrew Knight, to settle the property in the direct male line of the testator's grandfather, Richard Knit has been now firmly established by a long series of decisions, "that whenever a person gives property, and points out the object, the property, and the way in which it shall go, that creates a trust; unless he shews clearly, that his desire expressed is to be controlled by the party, and that he shall have an option to defeat it." "If a testator shews a desire that a thing shall be done, unless there are plain express words or necessary implication, that he does not mean to take away the discretion, but intends to leave it to be defeated, the party shall be considered as acting under a trust;" Malim v. Keighley (2 Ves. jun. 335). To create by precatory words such a trust as the Court will carry into execution, there are three requisites; first, the pre- catory words must be sufficiently clear; secondly, there must be a certainty as to subject of the gift; and, thirdly, the objects to take must be certain; Wright v. Atkyns (Turner & Russ. 157), Cary v. Cary (2 Sch. & Lef. 189), Cruuwys v. Colman (9 Ves. 322), Morice v. The Bishop of Durham (10 Ves. 535), Paul v. Compton (8 Ves. 380). As to the first requisite, no particular form of words is necessary ; it is sufficient for a testator "to express a desire as to the disposition of the property, and the desire 3 BEAV. 159. HeinOnline -- 49 Eng. Rep. 63 1829-1865 KNIGHT V. KNIGHT so expressed amounts to a command; Cary v. Cary. Thus "request," Bade v. Bade (5 Mad. 118); "desire," [161] Harding v. Glyn (1 Atk. 469); "myparticular wish and request," Foley v. Parry (5 Sim. 138, and 2 Myl. & K. 138); "my last wish," Hinzman v. Poynder (5 Sim. 546); "recommend," Tibbits v. Tibbits (19 Ves. 656); Horwood v. West (1 Sim. & St. 387) ; Malim v. Keighley (2 Ves. jun. 333); "entreat," Prevost v. Clarke (2 Mad. 458, n.) ; "my dying request," Pierson v. Garnet (2 Bro. C. C. 38, and 226, and Pr. in Ch. 200, n.); "not doubting," Parsons v. Baker (18 Ves. 476); "trusting and wholly confiding," Wood v. Cox (1 Keen, 317, and 2 Myl. & Cr. 684); in short, "any words of recommendation and desire in a will are always expounded a devise," Eales v. EBngland (Pr. Ch. 200). They also cited on this point The Duchess of Buckingham's case (2 Ves. jun. 530), and 1 Jarm. Pow. Devises, 355. By the civil law, from which most probably the principle was adopted by Courts of Equity, "words of request or confidence rogo, vole, mando, injungo, desidero, deprecor, fdei tue committo, scio te hoereditatem iea restituturum Titio, are those by which a fidei commissum is created; .but effect is given to a fidei commissum, if it can be col- lected from any expressions in the instrument that it was the grantor or testator's intention to create it" (2 Burges Comm. 106): and like a declaration of a use in equity, where there has been a transmutation of possession, "any expression whereby the mind of the party may be known that such a one shall have the land is suffi- cient ;" Jones v. Morley (12 Mod. 159). Secondly, the subject of the gift is sufficiently certain, being the estates and personal property devised and bequeathed by the will. [162] Thirdly, the persons to take are sufficiently defined being persons in the male line in succession; a description much more perfect than the expressions "family," "relations," which have been held sufficiently certain to be carried into execution; Harding v. Glyn (1 Atk 470), Cruwys v. Colman (9 Ves. 322). Applying these principles to the present case, the Court finds the testator "TRUSTS to the justice of his successors in continuing the estates in the male succession, accord- ing to the will of the founder of the family, his above-named grandfather Richard Knight; " and he "appoints the person who shall inherit his estates his sole executor and TRUSTEE, to carry the same and everything contained therein duly into execu- tion, confiding in the approved honour and integrity of his family to take no advan- tage of technical inaccuracies." These words of trust and confidence are much stronger than many which have occurred, besides which, the person inheriting was also distinctly appointed a trustee to carry the will into execution. The clause respect- ing the hereditary trustee of the British Museum and the first gift over, in case of there being no issue of Thomas A. Knight and his son living at the testator's death, shew how anxious the testator was to keep up the distinction of the direct male line of his grandfather. If, then, this be a trust binding on Thomas Andrew Knight, he was bound to carry it into effect by a settlement of the property, so as to run so far -as was possible in the male order of succession. This was a trust to be executed by him; and the distinction between trusts executed and executory has always been recognised and admitted; Mortimer v. West (2 Sim. 282), Jei6voise v. The Duke of [163] Northumberland (1 Jac. & W. 570), 1 Preston Abst. 135. The estate ought, therefore, to have been settled so as to give successive life-estates to the parties in esse; Leonard v. The Earl of Suffolk (2 Vern. 526), Papillon v. Voice (2 P. Williams, 470), W7hite v. Carter (Amb. 670), Humberston v. Humberston (1 P. Williams, 332), Hopkins v. Hopkins (1 Atk. 593). In Lord Dorchester v. The Earl of Effingham (G. Coop. 319, and post, p. 180, n.; and see 2 Pow. Devises, 443), a testator, having a power of revocation and new appoint- ment, directed "his estates to be attached to his title as closely as possible," it was held that the effect of his will was to abridge the estates of all persons in esse, in the line of the title, from estates tail to estates for life. In Woolmore v. Burrows (1 Sim. 512), lands were to be purchased and closely entailed to the family estate; and it was decided that every person in esse at the testator's death must have life-estates, and no more. The difficulty of making a settlement so as to meet every event will probably be relied on by the other side; but the Court has frequently, as in several of the cases already referred to, overcome that objection. The same argument was used in Pierson v. Garnet (2 Bro. C. C. 38); but there it was met by the Court in these terms: the 3 =T. 16L HeinOnline -- 49 Eng. Rep. 64 1829-1865 KNIGHT V. KNIGHT it seems strange that Richard Payne Knight should himself have defeated the will of his grandfather, by suffering recovery of those estates. There are, however, five distinct properties which may be the subject of the supposed trust : first, the realty settled by the deed of 1729; secondly, the realty afterwards acquired by Richard Knight, and devised, by his will; thirdly, the personal estate of Richard Knight; fourthly, the real estates acquired by Richard Payne Knight; and fifthly, his personal estate. It is impossible to say, whether all or any, and which, of these different descriptions of property are to be included in the supposed trust. Again, it is clear, that the successors are to have the right of rewarding the old servants and tenants out of the property;, and this, then, will have the effect of rendering the residue uncertain, and of making the trust void. Wynne v. Hawkins (1 Bro. C. C. 179); Eale v. Bade (5 Madd. 118). Thirdly, the persons to take; the extent of their interest, and the estates they are severally to enjoy is in no way defined. How is this Court to carry such a trust into execution 7 What provision is to be made for jointures, [170] portions, leasing- powers, &c. 7 When are the daughters to be let in to take in default of male issue I It is impossible to carry anything so vague and uncertain into execution; and to effectuate the wish fully, a perpetuity must be created, which is contrary to law. The wish is addressed to all successors in the most remote line; why is it to bind the first taker only? The distinction between trusts executed and trust executory has always been admitted, but here the testator had no reference to any settlement to be executed, there is no conveyance to execute. It is true, that where a deed is to be executed, the Court will mould the limitation, so as to effectuate the general intention, "but if a party will be his own conveyancer and create the estate, the Court has no jurisdiction to alter it." The Countess of Lincoln v. The Duke of Newcastle (12 Ves. 238), Douglas v. Congreve (1 Beavan, 59). In Gower v. Grosvenor, as reported in Barnardiston (page 62), the Court seems to have considered that a conveyance was to be executed. Humberston v. Humberston was a gift to trustees to convey. In Woolmore v. Burrows, there was a direct gift to the executors to be laid out, and closely entailed to the family estate. Lord Dorchester v. The Earl of Effingham appears to have been a legal devise under a power, and the estate was to be attached to the title as closely as possible. There is no reported case in which the Court has directed a settlement to be executed upon precatory words, and no case in which words of request have been addressed to so indefinite a series of persons as successors. Mr. Pemberton, in reply. [171] August 7. THE MASTER OF THE ROLLS [Lord Langdale] (after stating the circumstances of the case, proceeded): The Plaintiff, John Knight of Wolverley, contends, that, under the will of Richard Payne Knight, his brother Thomas Andrew Knight was bound to make a strict settlement of the real and personal estates upon the male descendants of Richard Knight the grandfather. The Defendant Thomas Knight of Pap Castle contends, that Thomas Andrew Knight was not bound to make a strict settlement of the estates, but was bound to make some settlement thereof upon one or more of the male descendants of Richard Knight, among whom he had a power of selection, which he has duly exercised by his will. The Defendant Sir William Edward Rouse Boughton, and the widow and diughters of Thomas A. Knight, who claim under his will contend, that he had an absolute estate and interest in the property in question, and had a power of disposition, unfettered by any trust or obligation whatever. The principal question is, whether a trust in favour of the male descendants of Richard Knight is created by the will of the testator Richard Payne Knight. That the testator wished that his estates, or at least, that some estates should be preserved in the male line of his grandfather, and had a reliance, or in the popular :sense, a trust, that the person to whom he gave his property, and those who should succeed to it, would act upon and realise that wish, admits of no doubt. He has expressed his wish and his reliance in terms which are, to that extent, sufficiently clear. [172] But it is not every wish or expectation which a testator may express, nor every .act which he may wish his successors to do, that can or ought to be executed or 3' BEAV. 170. HeinOnline -- 49 Eng. Rep. 67 1829-1865 KNIGHT V. KNIGHT enforced as a trust in this Court; and in the infinite variety of expressions which are employed, and of cases which thereupon arise, there is often the greatest difficulty in determining, whether the act desired or recommended is an act which the testator intended to be executed as a trust, or which this Court ought to deem fit to be, or capable of being enforced as such. In the construction and execution of wills, it is undoubtedly the duty of this Court to give effect to the intention of the testator whenever it can be ascertained: but in cases of this nature, and in the examination of the authorities which are to be consulted in relation to them, it is, unfortunately, necessary to make some distinction between the intention of the testator and that which the Court has deemed it to be its duty to perform; for of late years it has frequently been admitted by Judges of great eminence that, by interfering in such cases, the Court has sometimes rather made a will for the testator, than executed the testator's will according to his intention ; and the observation shews the necessity of being extremely cautious in admitting any, the least, extension of the principle to be extracted from a long series of authorities, in respect of which such admissions have been made. . As a general rule, it has been laid down, that when property is given absoluteljr to any person, and the same person is, by the giver who has power to comman, recommended, or entreated, or wished, to dispose of that property in favour of another, the recommendation, entreaty, or wish shall be held to create a trust. [173] First, if the words are so used, that upon the whole, they ought to be construed as imperative; Secondly, if the subject of the recommendation or wish be certain ; and, Thirdly, if the objects or persons intended to have the benefit of the recommenda- tion or wish be also certain. In simple cases there is no difficulty in the application of the rule thus stated. If a testator gives £1000 to A. B., desiring, wishing, recommending, or hoping that A. B. will, at his death, give the same sum or any certain part of it to C. D., it is considered that C. D. is an object of the testator's bounty, and A. B. is a trustee for him. No question arises upon the intention of the testator, upon the sum or subject intended to be given, or upon the person or object of the wish. So, if a testator gives the residue of his estate, after certain purposes are answered, to A. B., recommending A. B., after his death, to give it to his own relations, or such of his own relations as he shall think most deserving, or as he shall choose, it has been considered that the residue of the property, though a subject to be ascertained, and that the relations to be selected, though persons or objects to be ascertained, are nevertheless so clearly and certainly ascertainable-so capable of being made certain, that the rule is applicable to such cases. On the other hand, if the giver accompanies his expression of wish, or request by other words, from which it is to be collected, that he did not intend the wish to [174] be imperative: or if it appears from the context that the first taker was intended to have a discretionary power to withdraw any part of the subject from the object of the wish or request : or if the objects are not such as may be ascertained with sufficient certainty, it has been held that no trust is created. Thus the words "free and unfettered," accompanying the strongest expression of request, were held to prevent the words of the request being imperative. Any words by which it. is expressed or from which it may be implied, that the first taker may apply any part of the subject to his own use, are held to prevent the subject of the gift from being considered certain ; and a vague description of the object, that is, a description by which the giver neither clearly defines the object himself nor names a distinct class. out of which the first taker is to select, or which leaves it doubtful what interest the object or class of objects is to take, will prevent the objects from being certain within the meaning of the rule; and in such cases we are told (2 Ves. jun. 632, 633> that the question "never turns upon the grammatical import of words-they may be imperative, but not necessarily so; the subject-matter, the situation of the parties,. and the probable intent must be considered." And (10 Ves. 536) " wherever the subject, to be administered as trust property, and the objects, for whose benefit it is to, be administered, are to be found in a will, not expressly creating a trust, the indefinite nature and quantum of the subject, and the indefinite nature of the objects, are always used by the Court as evidence, that the mind of the testator was not to create a trust; 3 B]IAV. 17. HeinOnline -- 49 Eng. Rep. 68 1829-1865 KNIGHT V. KNIGHT and the difficulty, that would be imposed upon the Court to say what should be so applied, or to what objects, has been the foundation of the argument, that no trust was intended ;" or, as Lord Eldon expresses it in another [175] case (Turn. & Russ. 159), "Where a trust is to be raised characterised by certainty, the very difficulty of doing it is an argument which goes, to a certain extent, towards inducing the Court to say, it is not sufficiently clear what the testator intended." I must admit, that in the endeavour to apply these rules and principles to the present case, I have found very great difficulty; that in the repeated consideration which I have given to the subject, I have found myself, at different times, inclined to adopt different conclusions; and that the result to which I have finally arrived has been attended with much doubt and hesitation. The testator, at the date of his will, was entitled in fee to a large real estate, and absolutely entitled to a very considerable personal estate. Of the largest part of the real estate he had been tenant in tail, under the dispositions made by his grandfather Richard Knight; he had suffered recoveries, whereby he became entitled to the same estate in fee; and the question is, whether by the will he meant to impose on his brother, Thomas Andrew Knight, the trust or duty of making such a settlement as is alleged by the Plaintiffs; or such a settlement upon some of the male descendants of the grandfather as would, under the will of Thomas Andrew Knight, give a right to the Defendant, Thomas Knight of Pap Castle; or did he mean that his brother was to have over the estate the same power which he himself had acquired and* enjoyed; and which by his will he exercised for the purpose of transmitting the estate to the next male heir of his grandfather, and which he wished his successors to use in the same manner for the further transmission of the estates in the same line. And I [176] am of opinion, though, I admit, after great doubt and hesitation, that the testator did not intend to impose an imperative trust on his successor, and that his will ought not to be construed to have that effect. As he who had made himself absolute owner of the property had conceived him- self bound in honour to transmit it to the male line of his grandfather, so he wished the same sentiment to govern his successors. He was pleased to speak of the honour and integrity of his family, and he expressed his trust or reliance on the justice of his successors ; but it does not appear to me that he intended to subject them, as trustees, to the power of this Court, so that they were to be compelled to do the same thing which he states he trusted their own sense of justice would induce them to do. ft is a common observation in all such cases, that the testator might, if he had intended it, have created an express trust ; but the authorities shew that if there be sufficient certainty, and nothing in the context of the will to oppose the conclusion, the trust may and must be implied; and the question is, whether there is a trust by implication. He gave all his estates, real and personal (except as therein mentioned), to his brother, or to the next descendant in the direct male line of his grandfather, who should be living at the time of his death. The gift is in terms which make the devisee the absolute owner, and give him the power of disposing of the whole property (with such exceptions as are mentioned) as he pleases. The exceptions, deductions, or reservations consist of certain gifts for charitable and other purposes ; and he constitutes his devisee sole executor and trustee to carry his will into execution, "confiding in the ap-[177J-proved honour and integrity of his family to take no advantage of any technical inaccuracies ;" and the context appears to me to shew, that these words relate to the reservations which he had made out of the general devise and bequest to his brother or the next descendant in the direct male line of his grandfather. The expressions used in his great bequest to the British Museum, afford additional evidence of his wish to maintain the distinction of his family in the same line; but I think that the question in the cause depends on the effect to be given to the last sentence in the will. Having given all his estates, real aud personal, to his successor, that is, the next male descendant, and having given a few legacies, he says, "I trust to the liberality of my successors to reward any others of my old servants and tenants according to their deserts, and to their justice in continuing the estates in the male succession, according to the will of the founder of the family, my above-named grandfather Richard Knight." In this passage there is no doubt of the wish, or of the line of succession, in which 3 RktV. 175. HeinOnline -- 49 Eng. Rep. 69 1829-1865
Docsity logo



Copyright © 2024 Ladybird Srl - Via Leonardo da Vinci 16, 10126, Torino, Italy - VAT 10816460017 - All rights reserved