Davidson v. Coon

• Decision Date: 28 October 1890
• Docket Number: 13,764
• Citation: 25 N.E. 601,125 Ind. 497
• Parties: Davidson et al. v. Coon
• Court: Indiana Supreme Court

25 N.E. 601

125 Ind. 497

Davidson et al. v. Coon

No. 13,764

Supreme Court of Indiana

October 28, 1890

From the Hancock Circuit Court.

Judgment reversed.

T. B Redding, M. Marsh and W. W. Cook, for appellants.

D. S Gooding, M. B. Gooding and J. A. New, for appellee.

OPINION

Elliott, J.

The appellee's complaint contains these allegations: That Conrad Coon died the owner of real estate of the value of five thousand dollars; that he died testate, having executed a will, and that his will was probated in due course of law that the will contains this provision: "After the death of my wife, I direct that my estate shall be divided in the following manner: First. I give to my son, Joseph Coon, the sum of eight hundred dollars in money, to be made out of my estate, and I also direct that my son Joshua shall have three hundred dollars, also to be made out of my estate after the death or marriage of my wife; when the above amounts of money shall have been paid I direct that the remainder of my whole estate shall be equally divided among my heirs." The legacy bequeathed to the appellee, Joseph Coon, is wholly unpaid. That since the testator's death the real estate has been conveyed to the appellants; that all of the debts of the testator's estate have been paid, except the legacies bequeathed by him to the legatees named in the will; that "the estate has been finally settled, and that there was not then, nor is there now, any personal property with which the legacy could, or can be, paid."

The general rule is that the personal estate supplies the fund out of which legacies are to be paid. Duncan v. Wallace, 114 Ind. 169, 16 N.E. 137. Where a specific devise of land is made, and a general legacy is bequeathed without charging the legacy upon the land devised, then it is incumbent upon the legatee who seeks to charge the land, to show that the testator had no personal estate at the time the will was executed out of which the legacy could be paid. The reason for this rule is that where there is a specific devise of land to one and the bequest of a general legacy to another, but no express words charging the land, there must be such facts as authorize the implication that the testator intended to charge the land. Where there is no personal property out of which the legacy can be paid, there is reason for inferring that the testator meant to charge the land specifically devised, otherwise the bequest would be a mere mockery. Duncan v. Wallace, supra; Hoyt v. Hoyt, 85 N.Y. 142; McCorn v. McCorn, 100 N.Y. 511, 3 N.E. 480; Corwine v. Corwine, 24 N.J. Eq. 579; Lypet v. Carter, 1 Vesey, Sr., 499; Cross v. Kennington, 9 Beav. 150; Elliott v. Hancock, 2 Vern. 143. But where there is personal property at the time of the execution of the will, although it may be afterwards wasted, there is no ground for implying an intention on the part of the testator to charge the land specifically devised. The general rule is that where the provisions of the will can be given effect without burdening the land specifically devised, it will be done, and this implies that where there is a specific devise of land and a general bequest of money, and no express charge upon the land, the land is not burdened unless it appears that the testator impliedly intended that the land should be charged, and where he has personal estate no such intention can be implied as against the specific devisee.

If the will before us is to be regarded as specifically devising land without charging it by implication with the general legacy, then the complaint is fatally defective, because it does not show that the testator did not have personal estate out of which the legacies could be paid. The question hinges upon the construction to be given to the peculiar provisions of the will. The will does not specifically devise the real estate to the heirs of the testator, but the devise is a residuary one. The general rule respecting such devises is that "Nothing is given by a residuary clause except upon the condition that something remains after all paramount claims upon the testator's estate are satisfied." Tomlinson v. Bury, 145 Mass. 346, 14 N.E. 137.

The will we are considering does, by its terms, make the legacies a paramount claim, inasmuch as there is no specific devise of the land, and there is manifested a clear intention to devise only what remains after the payment of the legacies. This intention is exhibited in the provision that the legacies shall be made out of the estate, and by the use of the words that follow the bequests, which are: "I direct that the remainder of my whole estate shall be divided among my heirs." These words clearly evince an intention to vest in the heirs the estate remaining after the payment of the legacies, and the antecedent provisions, taken in connection with this language, express an intention to charge the whole estate with the payment of the legacies. Wilson v. Piper, 77 Ind. 437; Lofton v. Moore, 83 Ind. 112; Castor v. Jones, 86 Ind. 289; Porter v. Jackson, 95 Ind. 210. As the will does not specifically devise the land, and does, by its terms, bequeath a legacy to the appellee and make it a charge upon the land, it was not necessary in order to have the lien of the charge established, that the complaint should allege that the testator had not sufficient personal estate to satisfy the legacy at the time he executed the will.

The authority of Reynolds v. Bond, 83 Ind. 36, and McCoy v. Payne, 68 Ind. 327, is invoked to sustain the proposition that as the estate has been finally settled the action will not lie. These cases are not influential for the reason that the heirs took by a residuary clause of the will and acquired their interest subject to the legacies charged upon the land, and, as there was no personal estate upon final settlement, the legatees had a right to establish against the land the equitable lien created by the will. As we understand the cases of Reynolds v. Bond, supra, and Gould v. Steyer, 75 Ind. 50, they assert that the lien created by a legacy charged upon the land may be established after final settlement. No other rule can be sound, for if, after final settlement, there is no personal estate the charge fixes upon the land and the equitable lien may be established. The executor, to be sure, is the person primarily bound to pay a general legacy, but he is only bound where there are personal assets in his hands and no charge upon the land. The cases of Lovering v. King, 97 Ind. 130, and Carr v. Huette, 73 Ind. 378, are not relevant to the point here in dispute. The point in dispute in those cases concerned the rights of creditors, while here the point in dispute concerns the right of a legatee whose legacy is a charge upon land.

While the complaint is lacking in symmetry and precision, it is good as against a demurrer, for it states, although somewhat vaguely and obscurely, facts constituting a prima facie case.

The facts contained in the special finding, shortly stated, are these: Conrad Coon executed the will filed...