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You are here: BAILII >> Databases >> United Kingdom House of Lords Decisions >> The Marquis of Breadalbane, and the Trustees of the late Marquis of Breadalbane v. The Marquis and Marchioness of Chandos - [1836] UKHL 2_SM_377 (16 August 1836) URL: http://www.bailii.org/uk/cases/UKHL/1836/2_SM_377.html Cite as: [1836] UKHL 2_SM_377 |
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Page: 377↓
(1836) 2 S&M 377
CASES DECIDED IN THE HOUSE OF LORDS, ON APPEAL FROM THE COURTS OF SCOTLAND. 1835.
2 d Division.
No. 13.
[
Subject_Collation — Discharge — Parent and Child — Legitim. —
Held (affirming the judgment of the Court of Session), 1, That an heir of entail who succeeds his father in entailed estates under a destination to heirs male cannot claim legitim without collating his life interest in the entailed estates. 2. Circumstances held not sufficient to amount to a discharge or renunciation of legitim.
Lord Jeffrey.
The late Marquis of Breadalbane succeeded in 1782 to certain landed estates by virtue of a deed of strict entail executed by John third Earl of Breadalbane. The destination was to the heirs male of the body of the entailer, whom failing to the Marquis (then John Campbell of Carwhin), described as the next heir male of the family. The entailer died without leaving heirs male of his body, and thereupon the Marquis made up titles, and was infeft under the entail. He was not the heir of line of the entailer, and was only distantly related to him. In 1793 he married without any contract of marriage, and none was subsequently executed. Of this marriage there were a son and two daughters.
In 1819 his daughter Lady Mary Campbell was married to the Marquis of Chandos, on which occasion
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“It is hereby declared and agreed that the said several annuities, yearly rent charges, or sums herein-before limited to the said Lady Mary Campbell and her assigns as aforesaid, or such of them as shall become due and payable, shall be in full for her jointure, and in lieu, bar, and satisfaction of and for her whole dower, thirds, and free bench at common law or by custom or otherwise, which she can or may or otherwise could or might have or claim of, in, to, or out of all and every or any of the said freehold and copyhold or customary manors, lands, tenements, and hereditaments whatsoever, whereof or whereunto the said Richard Plantagenet Earl Temple” (now Marquis of Chandos) “her intended husband now is, or at any time or times during the said intended coverture between them shall or may be seised or entitled for any estate to which dower or free bench is incident.”
There was no corresponding discharge of Lady Chandos's legal rights with reference to the law of Scotland. The deed also contained the following clauses:—
“And whereas upon the treaty for the said intended marriage the said John Earl of Breadalbane agreed that he would pay or secure the sum of 30,000 l. as the portion or fortune of the said Lady Mary Campbell, in the manner herein after mentioned; (that is to say,) the sum of 10,000 l., part thereof, to be paid on or before the solemnization of the said intended marriage;
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the farther sum of 10,000 l. to be paid at the expiration of eighteen calendar months from the day of the solemnization of the said intended marriage, and to carry interest in the mean time at the rate of 5 l. per cent, per annum; and the remaining sum of 10,000 l. to be paid within six calendar months next after the decease of him the said John Earl of Breadalbane, with interest from the day of his decease; and it was agreed that the said Richard Marquis of Buckingham should receive from the said John Earl of Breadalbane, the said two sums of 10,000 l. and 10,000 l. first and secondly herein-before mentioned, together with the interest of the said sum of 10,000 l. secondly hereinbefore mentioned, from the day of the solemnization of the said intended marriage; and in consideration thereof should enter into such covenant as is hereinafter contained for the payment of the said sum of 20,000 l. within two years after the solemnization of the said intended marriage, and to pay interest for the same in the mean time; and that the said sum of 20,000 l. and the interest thereof should be further secured in the manner herein-after expressed; and it was agreed that the said sum of 20,000 l. so to be covenanted to be paid by the said Richard Marquis of Buckingham, and the said sum of 10,000 l., the residue of the said portion of 30,000 l. to be secured by the bond of the said John Earl of Breadalbane, and to be payable after his decease, and the several securities for the same, should be vested in the said George Neville and John Viscount Glenorchy, their executors, administrators, and assigns, upon and for such trusts, intents, and purposes, and with and under and subject to such powers, provisions, limitations, declarations, Page: 380↓
and agreements, as are herein-after declared, expressed, and contained, of and concerning the same; and in further consideration of the said intended marriage, and also of the said portion or fortune of the said Lady Mary Campbell, the said Richard Marquis of Buckingham and Richard Plantagenet Earl Temple proposed and agreed to settle and assure the said several manors or lordships,” &c. “And whereas in part performance of the said agreement, on the part of the said John Earl of Breadalbane, the said Earl hath paid to the said Richard Marquis of Buckingham, upon the day of the date of these presents, the sum of 10,000 l. of lawful money of Great Britain, and by his bond or obligation in writing under his hand and seal, in the penal sum of 20,000 l., bearing even date with these presents, the same Earl hath secured to the said Richard Marquis of Buckingham, his executors, administrators, and assigns, the payment of the sum of 10,000 l. of like lawful money of Great Britain at the expiration of eighteen calendar months from the day of the date of the same bond, with interest in the mean time at the rate of 5 l. per cent per annum, payable half-yearly, as therein mentioned; and the said John Earl of Breadalbane hath also given and executed another bond or obligation in writing, under his hand and seal, bearing even date with these presents, whereby he has become bound to the said George Neville and John Viscount Glenorchy, their executors, administrators, and assigns, in the penal sum of 20,000 l., subject to a condition thereunder written for making void the same on payment of the sum of 10,000 l. of like lawful money to them the said George
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Neville and Lord Viscount Glenorchy, their executors, administrators, and assigns, within six calendar months after the decease of the said John Earl of Breadalbane, together with interest on the same sum of 10,000 l. at the rate aforesaid from the day of the decease of the said John Earl of Breadalbane.”
The trust created as above in the persons of the said George Neville and Viscount Glenorchy is thus set forth:—
“And this indenture further witnesseth, That for the considerations herein-before mentioned it is hereby declared and agreed by and between the said parties to these presents, that the said George Neville and Viscount Glenorchy, and the survivor of them, and the executors, administrators, and assigns of such survivor, shall stand possessed of and interested in the said sum of 10,000 l. secured by the bond of the said John Earl of Breadalbane, to be paid within six calendar months after his decease as herein-before recited, upon trust that they the said George Neville and Viscount Glenorchy, and the survivor of them, and the executors, administrators, and assigns of such survivor, do and shall, with all convenient speed after the said sum of 10,000 l. shall have been received (with the consent, in writing, of the said Richard Plantagenet Earl Temple and Lady Mary Campbell, or such one of them as shall be living, or if neither of them shall be living, then at the discretion and of the proper authority of the trustees or trustee for the time being), lay out and invest the same in their or his names or name either in the public stocks or funds or in or upon government or real securities at interest, and do and shall from time to time, (with
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the like consent, or of such discretion as aforesaid,) call in the principal money so placed out, or make sale of the securities or funds whereupon or wherein the same shall be invested from time to time, and place out the monies thereby arising in or upon such new or other stocks, funds, or securities of the same or like nature as they, he, or she shall think proper; and do and shall stand possessed of and interested in the said sum of 10,000 l., and the stocks, funds, or securities in or upon which the same shall be invested, and the dividends, interest, and annual produce thereof, upon and for the trusts, intents, and purposes, and with, under, and subject to the powers, provisoes, declarations, and agreements hereafter expressed, declared, and contained of and concerning the same.”
In 1828 the Marquis executed in favour of certain trustees a disposition and settlement (with reserved power to alter) of his unentailed heritable estate and of his whole moveable property, with the exception of the furniture, jewels, &c. within the castle of Taymouth, which were bequeathed to his son. The trust purposes were for payment, inter alia, to his widow and two daughters, of all “provisions and obligations in their favour contained in any deed or deeds granted or to be granted by me to them, or to which they may have right by law, in so far as the same may affect my said general estate or effects.”
The trustees were directed to employ the whole free proceeds of the trust estate and the accumulations therefrom in the purchase of lands, which at the end of twenty years were to be entailed and made over to the
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In August 1829 he executed the following codicil to the trust settlement:—
“In virtue, of the power herein-before reserved to alter and innovate these presents, I hereby direct that my said trustees, instead of investing the free rents of my unentailed lands and estates in manner before mentioned, shall annually pay over the whole free proceeds of the same to my two daughters, Lady Elizabeth Campbell and Mary Marchioness of Chandos, equally between them while both shall be in life, and to the survivor, and shall continue to do the same as long as both or either of them shall be alive; but that always without prejudice to the obligations and provisions granted by me in favour of Mary Countess of Breadalbane, or to the obligations contained in the contract of marriage between John Viscount Glenorchy and Eliza Baillie his spouse.”
Besides the personal property in the house of Tay-mouth, certain leasehold property in London was provided to the present Lord Breadalbane.
The other daughter, Lady Elizabeth Campbell, was married in 1831 to Sir John Pringle, and certain provisions were declared in the marriage contract to be in full of all her legal claims, and in particular of the legitim, which was discharged.
In 1834 the Marquis died, leaving the Marchioness and the three children above mentioned surviving him. He left unentailed estates yielding about 5,000 l. a year, and personal or moveable funds to the amount of 400,000 l.
His son succeeded to the entailed estate and to the special legacies, and was infeft as heir male and of tailzie
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Lady Chandos claimed a third of the free moveable succession as the only child entitled to legitim, and without prejudice to this claim craved to be preferred to the rents of the unentailed lands. Lady Elizabeth Pringle claimed the sums provided by her marriage contract and also the annual proceeds of the unentailed lands.
Lord Breadalbane claimed a third part of the whole moveable succession as legitim; or if it should be found that Lady Chandos had right to legitim, then he offered to collate with her whatever he had taken or should be entitled to take as heir of line of his father, or whatever he succeeded to as his father's heir, other than the entailed estate: he also claimed what was specially bequeathed to him by the late Marquis.
The Marchioness Dowager claimed one third of the personal estate jure relictæ, and also in right of her terce to be put in possession of one third of the unentailed lands in which her husband died infeft.
The trustees claimed to be preferred to the trust estate, or at least to so much of it as should not be required to satisfy the claims of any of the competitors who, claiming adversely to the trust deed, should be ultimately preferred.
On the cause coming before the Lord Ordinary he ordered Cases, which were reported to the Court; on advising which their Lordships of the Second Division, on the 20th January 1836, pronounced the following interlocutor:—
“Find that Mary Marchionessof Chandos
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has not, by her contract of marriage or otherwise, renounced her legitim, and is therefore entitled to make her claim for the same accordingly; and in respect the said Marchioness of Chandos is the only younger child of the late Marquis of Breadalbane who has not renounced the right of legitim, find that her claim extends over one third part of the free moveable estate of her said father, and that it is not to be reduced in amount by imputing thereto any part of the sums provided to her by her said father in her contract of marriage, and which sums, in so far as not yet satisfied, must form a deduction from the trust funds in medio; reserving to the trustees any claim of relief for the same that may be found competent to them against the heirs of entail of the late Marquis of Breadalbane, and to all other parties their rights as accords, and decern accordingly: Find that the claimant, the present Marquis of Breadalbane, is not entitled in name of legitim to any share of the funds in medio without collating his interest in the entailed estates to which on the death of his father he has succeeded; and in hoc statu repel his claim of legitim accordingly, and decern: Find that the claimant, the Marchioness Dowager of Breadalbane, is entitled to a terce of the unentailed estates in which her husband the late Marquis of Breadalbane died infeft, and to make her right to the same effectual in due course of law; and further, find that the said Marchioness Dowager of Breadalbane is entitled to her jus relictæ, extending over one third part of the free moveable estate of her said deceased husband, and decern: Find that the claimants, the trustees under the contract of marriage between Sir John Pringle and Lady Elizabeth Page: 386↓
Maitland Campbell, daughter of the late Marquis of Breadalbane, are entitled to the sums therein provided by the said deceased Marquis in terms of her claim for the same in this process: Further, find that the said Lady Elizabeth Pringle is now entitled to one half of the free yearly proceeds of the unentailed estates of her said father, conveyed by him to his trustees, raisers of the present process, in terms of his settlements referred to, and decern; and that without prejudice to any farther claims on her part, either on the predecease of her sister the Marchioness of Chandos, or in the event of its being found that the claim of the said Marchioness her sister to the other half of the said rents in terms of the said settlements cannot be sustained; on the validity and effect of which claim on the part of the said Marchioness of Chandos appoint counsel to be farther heard in their own presence: Find that the claimant, the present Marquis of Breadalbane, is entitled to the special legacies claimed by him as contained in the settlements of his father, the late Marquess of Breadalbane, but under the proviso that neither these nor any other legacies contained in the settlements of the said deceased Marquis of Breadalbane shall affect or diminish the claims of legitim or of jus relictas as found competent and sustained by this interlocutor; and reserve for further consideration all other points and questions arising in the present process which are not disposed of by the preceding findings.”
Against this interlocutor an appeal was brought by the Marquis of Breadalbane and by the trustees of the late Marquis, as to the finding that the Marchioness of Chandos had not discharged her legitim, and by the
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Appellant.—The fund destined for legitim is one third of the free moveable succession of the father, which, where there is one child only entitled to legitim, belongs exclusively to that child, and where two or more are entitled to legitim, is equally divisible among them, subject always to claims of collation inter se, which may in certain circumstances arise in respect of provisions that may have been granted to them by their father during his lifetime. Such provisions, however, can in no case be taken in computo in ascertaining the amount of the fund for legitim; because, if such provisions have been given and received in satisfaction of legitim, the claim of the child so provided is extinguished; if otherwise, and the child's claim for legitim remains, neither the executors nor relict can found upon it or plead it in diminution of the legitim; and so accordingly it has been held in the present case, and is clear upon all the authorities.
Lady Chandos having discharged her claim for legitim, the appellant, as the only child whose legitim is not discharged, is entitled to the whole legitim, without the necessity of collating either what he took as heir—no matter in what character as heir—from his father, or what he took as a provision granted during his
_________________ Footnote _________________
1 In so far as related to the question of collation the arguments and authorities were the same as those in the case of Anstruther, along with which this case was heard, and therefore are not repeated.
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That Lady Chandos has renounced or discharged her right of legitim—that the provision given and received by her on occasion of her marriage and constituted by her marriage contract was given and received in satisfaction of her claim against the father's moveable succession as a child in the family, is a question rather of English than of Scotch law. It necessarily raises and involves a question of construction as to the true import and effect of her marriage settlement, an instrument executed in England, and according to the forms of the English law, and under which the various stipulations of the contract were to be performed, England being the domicile of the husband, and consequently of the marriage—and if the true construction be that it imports a discharge and renunciation of all claims against the father of the nature of jus crediti, that is to say, all claims which may be different from or higher than the mere spes successionis in that part of his executry which he had power to dispose of, it seems impossible, on such a supposition, to maintain that Lady Chandos is still entitled to legitim. The point now adverted to appears to have been in a great measure overlooked by the Court below, who have treated the case, notwithstanding the peculiar circumstances attending the contract, as if it had turned exclusively upon the law of Scotland, and as if the law of Scotland, unaided by the English
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There can be no doubt that in so far as the present is a question of Scotch succession, it is that law, as administered in its own Courts, which must declare generally in what circumstances a child shall retain and in what he shall lose and be excluded from his claim of legitim. It is for the law of Scotland, therefore, to say that marriage alone of a child is not for is familiation; that the right to legitim shall not by general presumption or implication be held to be discharged; and that the acceptance by a child of a provision on occasion of marriage will not of itself amount to discharge or renunciation of legitim. But it is equally clear in the law of Scotland that there are no particular words—no voces signatas—required to discharge the legitim. This is not such a case as that of landed property, where the law will accept nothing in lieu of certain technical phraseology, such as give, grant, and dispone; nor is it in any respect dependent on the same principles which have been thought to require in land rights a strict adherence to technical terms, without which an instrument can be of no avail. This is just a question of discharge and renunciation or not; which discharge and renunciation it is true is not lightly to be presumed nor easily implied, but nevertheless requires no particular mode of expression. Provided the meaning of the parties be clear, that the provision has been given and accepted
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The question is, whether the English deed, construed by the English law, does or does not truly and necessarily import the discharge of any such claim as legitim, when her father gave to Lady Chandos, and she and her husband received from him the sum of 30,000 l. “as the portion or fortune of the said Lady Mary Campbell,” payable two thirds of it during the father's life, and one third of it after his decease? Supposing such a contingent eventual claim as that of legitim to have existed against the father by the law of England, in consequence of some antecedent family settlement,—a claim, not to a certain amount of moveable property, but merely that the children should have a certain share in whatever moveable property the father might choose to leave,—the question is, would such a claim be discharged by the law of England where a daughter in a marriage contract specially accepted a particular provision as her portion or fortune; more especially where the fortune given to that daughter was of the same amount with that which had been given to another daughter expressly in satisfaction of this claim, although so expressed, because the deed happened to be executed in Scotland? If such should be
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Respondent.—There is not the slightest ground for maintaining that the deed of 11th May 1819 in any way operated a discharge of Lady Chandos's claim for legitim. It is not contended that there was any express discharge of the claim, and the discharge must therefore rest on implication. The only circumstance on which it can be rested is, that Lord Breadalbane, in agreeing to pay the sum of 30,000 l. with his daughter, designates it as “the portion or fortune of the said Lady Mary Campbell.” This is not a matter in which the law admits of implication; no presumption, however strong, has ever been allowed the least effect in cutting down the legal provision of legitim.
Stair
1 states the law in direct reference to the payment and acceptance of “a tocher or portion;” and in so-doing makes use of almost the very terms of Lady Chandos's contract. He says, after noticing the adverse argument,— “Yet the contrary opinion is more
_________________ Footnote _________________
1 Stair, 3, 8, 45.
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Erskine 1 is to the same effect:—
“As this right of legitim is strongly founded in nature the renunciation of it is not to be inferred by implication. It is not presumed either from the child's marriage or his carrying on a trade by himself, or even his acceptance of a special provision from the father at his marriage (Hare. 475, Russell, Dec. 8, 1687, Dict. 8177,) if he have not expressly accepted of the provision in full satisfaction of the legitim.”
So also Bankton 2:—
“A child is said to be forisfamiliated when he receives payment or satisfaction of his portion natural, discharges the same, or accepts a bond of provision in satisfaction thereof; but if it bear not to be in satisfaction, he may still claim his proportion of legitim upon collating his bond or portion to the other children.”
To the same effect also there are numerous decisions of the Court.
3 So late as 27th January last the whole doctrine and authorities of the law on this
_________________ Footnote _________________
1 Erskine 3, 9, 23. _________________ Footnote _________________
2 Bankton, 3, 8, 16. _________________ Footnote _________________
3 Wright, Jan. 27, 1835; and see Ross, Feb. 24, 1627; Muaray, July 16, 1678; Duke of Buccleueh, Feb. 14, 1677; Nesbits, Jan. 18, 1726; Lady Balmain, Dec. 1726; Lawsons, Feb. 6, 1777; Stirling, June 1782, and Burden, June 29, 1738, there cited.
Page: 393↓
So far as the marriage settlements in the present case are concerned, not only is there nothing contained therein which can in the very remotest degree affect the claim of legitim, but, on the contrary, (and more especially keeping in mind that Lord Breadalbane, a Scotch nobleman, and therefore cognizant of the law of his own country, and it is presumed not acting without advice in so important a matter, was a party to these settlements,) in place of there being any presumption or ground for implication that it was on either side intended that the legitim should be discharged, the fair and reasonable presumption is, that since direct and positive words, such as by the law of Scotland are indispensably and all but technically necessary for effecting such a discharge, were not here used, the understanding and
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Upon an examination of the marriage settlements it will be seen that they contain not one word which can be construed into any act either of disposal or discharge by Lady Chandos in favour of her father. She does not even declare her acceptance of the 30,000 l. as a payment made on her own account. It is paid to her husband, or to those acting for her husband's behoof; and ex figura verborum, at least, there is nothing further to connect her with it. In this respect the transaction comes much to the same thing as if the parties had met without any formal contract, and Lord Breadalbane had paid the 30,000 l. to Lord Chandos over the table. Could it have been maintained in such a case that Lady Chandos's merely standing by and acquiescing in this act of her father's would have operated a discharge of her legitim? It does not appear that a single word was ever said in regard to the legitim. Looking to the contract as an English contract, it is not to be presumed that Lord Chandos and the other English parties had at all in view the peculiarities of the Scotch law on this subject; and of course they cannot be held to have discharged or to have intended to discharge a right which they may not have known even to exist; and in respect of which, whether regard be had to the valuable counter provisions which they were themselves making in favour of the bride and her family, or to the comparative inadequacy of the sum paid by Lord Breadalbane relatively to the claim of legitim itself, they were in truth receiving no consideration. When it was meant to exclude Lady
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The House of Lords ordered and adjudged, That the said petition and appeal be, and is hereby dismissed this house, and that the interlocutor, so far as therein complained of, be, and the same is hereby affirmed.
Solicitors: Spottiswoode and Robertson — George Webster, — Solicitors.
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Lord Breadalbane having filed a bill in the Court of Chancery, and obtained from His Honor the Vice Chancellor an injunction restraining Lord and Lady Chandos from taking advantage of the judgment pronounced in their favour by the Court of Session, a motion was made before the Lord Chancellor to discharge that order, and his Lordship, after hearing the case fully argued, delivered the following judgment on the 22d of July 1837.
The bill raises three propositions. It first prays the Court to declare that by the construction of the settlement of 1819 the claim to legitim is barred. It next alleges that if that should not be found to be so, it was a matter of contract and agreement between the parties, at the time of the marriage settlement of Lord and
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Now as to the first of the propositions raised by the bill, that is finally disposed of by the judgment of the House of Lords. The construction of the settlement of 1819 has been the subject of the judgment of the Court of Session, and that judgment of the Court of Session has been affirmed by the House of Lords, by which it has been decreed that that settlement does not bar the title to legitim. The next proposition in the bill, namely, that it was a matter of contract between the parties, and that the settlement therefore did not carry into effect that which was agreed upon, is positively denied by the answer, and this being a motion, on the answer for the present purpose it must be assumed, and
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Now the proposals were prepared by a solicitor in London. It is stated that they were approved' by the Duke of Buckingham acting for his son Lord Chandos, and by Lord Breadalbane acting for his daughter Lady Chandos. The proposals were that Lord Breadalbane would pay 20,000 l.,—10,000 l. down, and 10,000 l. within eighteen months after the marriage,—and that he should enter into a security for the payment of 10,000 l. more after his own death. In consideration of these three sums, making 30,000 l., the Duke of Buckingham agreed to settle very large estates on the issue of the marriage, and out of those estates to provide a jointure for Lady Chandos, and provisions for younger children; and then, after enumerating the trusts of the money to be secured for the benefit of such younger children, it provided for the different purposes which the parties had in view with regard to the real estate and the settlement of 30,000 l. for the benefit of the children. Then the proposal contains these words:
“The settlement to contain the usual clause of indemnity to trustees and all other usual and necessary clauses.”
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It is contended that inasmuch as it is usual in Scotland that when a father provides a portion for a child, he should require the child to enter into a renunciation of her claim to legitim, that these words in these proposals, whether the parties had it in contemplation or not, amount to a contract between the parties, that the settlement should contain that which is alleged to be a usual provision in Scotch settlements. Now the settlement itself was entirely of English manufacture; it was prepared by a solicitor in England, and it in fact contains no such clause, but it recites that Lord Breadalbane was to pay and secure 30,000 l. as the portion or fortune of Lady Chandos. That has been adjudicated not to amount to a renunciation of legitim, it being clearly proved that in the Scotch law legitim cannot be renounced by inference, but that it requires express contract and distinct renunciation for the purpose of depriving the child of legitim. Lord Breadalbane afterwards executed two bonds, one to secure the 10,000 l. to be paid eighteen months after the marriage, and the other to secure the 10,000 l. to be paid after his own death.
It appears that in 1831 the other daughter of Lord Breadalbane, now Lady Elizabeth Pringle, married, and in her marriage settlement there is an express renunciation of her title to legitim. It appears also that in 1824, Lord Chandos's marriage having taken place in 1819, Lord Breadalbane was desirous, under a power which an act of Parliament gave him, of charging the 10,000 l. which he had contracted to pay upon his estates, and in that bond he expresses it that the 10,000 l. so charged was to be in bar of Lady Chandos's title to legitim.
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It also appears that anterior to the marriage, that is to say, in the years 1794, 1798, and 1812, Lord Breadalbane executed certain instruments making provision for younger children, and in all those instruments it is provided that the provision so received was to be in bar of the children's title to legitim. These of course are immaterial to the present purpose; they are important only as they may show Lord Breadalbane's knowledge of what was necessary to bar a child's claim to legitim. The intention there expressed is not consistent with the marriage settlement, in which it appears that no such intention was expressed, and no such means taken to bar Lady Chandos's title to legitim. The Court of Session in Scotland is unquestionably a court of equity as well as a court of law, and I apprehend there can be no doubt that it was within the jurisdiction of the Court of Session to entertain the question which the plaintiff has thought proper to raise upon this record. The suit in Scotland was a suit of multiple-poinding; all parties having any claim were called before the Court for the purpose of asserting their title to the personal property of Lord Breadalbane; the question was raised in that suit as to whether the title to legitim was barred by the settlement, but any supposed title arising from the terms of the proposals was not brought forward. It certainly is contrary to the practice
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Such being the case made by the bill, the defendant's answer positively denies all contract or understanding on the subject. They say the whole negociation was left to the Duke of Buckingham on the one side, and to Lord Breadalbane on the other. They admit that it is usual in Scotland to insert clauses barring legitim, but they state that which was established by the decision of the House of Lords in this very case, that though it is usual to insert a clause barring legitim, yet that legitim cannot be barred except by distinct contract. They also admit that on Lady Elizabeth Pringle's marriage legitim was barred, but they allege it was barred by express contract introduced into and specified in the settlement.
Now, from what is stated in the answer, and from that which was decided in the Court of Session and confirmed in the House of Lords, three points were clearly established: first, that the mere giving a portiors
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The first question is, was that the intention of the parties? First of all, was it the intention of Lord or Lady Chandos, the party from whom this very valuable right was supposed to be taken by what took place in 1819? They, by their answer, positively deny not only that there was any such intention, or that there was any such contract, but that the subject matter was present to their minds at all. In short, they state that they know nothing about legitim, and that there is not any reason to suppose that the case is at all misrepresented by the answer. The next question is, was it the intention of the Duke of Buckingham to surrender the claim to legitim? It is equally clear that he thought nothing about it; it is probable that he knew nothing about it, and there is an absence of all evidence that he had present to his mind the question of legitim to which his son in right of his wife would become entitled, or that he intended to consent to the barring of any such right.
Then it is said, though that may be true, yet Lord Breadalbane living in Scotland and being acquainted more or less with Scotch law, and having the assistance of a very experienced Scotch lawyer, Lord Lauderdale, whom he appears to have consulted on all the arrangements with regard to the settlement, must have known
Page: 409↓
Now the first observation that arises upon that proposition is, that he was afterwards a party to the settlement itself which contains no such provision; it also appears that he subsequently, namely, in the year 1824, when he executed a deed of that date, made an attempt which was obviously not likely to have a very beneficial effect to himself, he charges the provision upon his estate, and he says it shall be in bar of legitim. Now if he had supposed that legitim had been before barred by the settlement, it would have been a perfectly unnecessary provision in that deed which was to carry into effect the provisions of the settlement, to specify that it should be in bar of legitim.
But supposing that he had any such intention,—supposing that he, residing in Scotland, and being more or less cognizant with Scotch law, the right of his child to legitim, and the means by which that right would be barred, had been present in his mind, it is quite clear that he never communicated that to the other parties. The termination of legitim by his child was that which accrued to his own benefit; he was authorized to treat on behalf of his child with respect to those rights, which he had conferred upon her by the provision of 30,000 l.; he was authorized on the part of his daughter to treat with the father of the intended husband; but he had no
Page: 410↓
Now if he put that construction upon those words, of which however there is not only no evidence, but I am perfectly satisfied that the subject-matter, strange as it may appear, was as absent from his mind, and from the mind of Lord Lauderdale who was acting for him, as it was from the minds of Lord and Lady Chandos or the Solicitor who was acting for them, or the Duke of Buckingham who was acting for Lord Chandos; but if that was present in his own mind, and not communicated to the other parties, or present in the minds of the other parties, it would be very difficult to contend that the right of Lady Chandos to legitim out of the personal estate was to be barred.
Now, if Lord Breadalbane had so understood the words, it must have been because he was acquainted with the Scotch law, and knew that such covenants were usual to be inserted in Scotch settlements; but it is most extraordinary that with that knowledge, and with the supposed construction put upon the words in the proposals, he afterwards executed a settlement which contained no such provision, although the proposition is this, that he, knowing the Scotch law, knew that an express renunciation of legitim was necessary in order to carry the intention into effect. Upon the whole it is positively denied that the parties sought to be affected by
Page: 411↓
That brings the case to the question, the only arguable question, what is the effect of these words in the proposals? Now it is always to be kept in mind that by the law of Scotland nothing but an express renunciation will have the effect of barring the title to legitim, and it would be a strange conclusion if the Court were to decide that the effect of the words being introduced into the proposals would be to deprive one of the parties contracting of the title to property of the enormous amount of that in the present case, none of the parties to that arrangement having any intention that they should so operate or that that should take place; still it is possible that the words may have that effect. Now the proposals relate entirely to English subject-matter. They are between parties resident in England, the only party not resident in England being Lord Breadalbane. It was the marriage settlement of the son of an English nobleman marrying the daughter of a Scotch nobleman; it was prepared in England, the subject matter is English, and all the parties English; and after providing for all the purposes usual in a settlement of that description, the provision for younger children, for the wife, and for the settlement of the estate, the words of the proposals are
Page: 412↓
Page: 413↓
There were cited, not I believe in the argument here but in the argument in the House of Lords, a variety of cases with respect to that part of the law which comes the nearest to the law of legitim of Scotland, namely the rights of parties to a share of estate under the custom of London and York, and several cases were cited where the title of the child was barred by the provisions given by the father to the child; but in no case was there any instance of the orphanage part being barred merely by the giving of the portion. There were cases where the father had advanced a portion to his child, and had stipulated that that should bar the orphanage part. No case was produced where the title of the child was held to be barred by that which has taken place here, namely, simply advancing the portion of the child under terms such as those which are contained in this settlement, on which the argument has been founded that that settlement barred the claim to legitim.
The ground upon which this motion is rested is, that there is evidence which would justify the Court in correcting the settlement; the proposals being afterwards matured into a settlement, it is the settlement which binds the rights of the parties, unless there is something bringing the case within the authority of other cases, in which the Court has felt itself authorized to correct a settlement upon the grounds of mistake or misapprehension, and to introduce into the settlement something which appears to have been the intention of the parties as evidenced by other means than the settlement itself. Now, in order to justify the Court in doing that, it is obvious that there must be a clear intention proved, it
Page: 414↓
Now if Lord Breadalbane had this knowledge, which is the foundation of the whole argument; if, seeing these words in the proposals, he imagined the settlement would contain terms barring Lady Chandos's title to legitim out of his estate, he of course would have expected that the settlement should be framed as to effect that purpose, and he who would take the benefit
Page: 415↓
In the course of the argument here many books were referred to for the purpose of showing that in Scotch settlements it is usual to insert clauses having legitim; but that only proves that it is usual so to contract, for it is clear, without special contract for that purpose, legitim cannot be barred; and the question is not whether it is usual in Scotch but whether it is usual in English settlements, in which no reference is made to legitim, or any rights dependent upon the Scotch law. It is sworn by the answer, by which I am on this motion bound, that Lord and Ladv Chandos never intended to give up their claim to legitim, and I am satisfied from all the facts of the case that the question never occurred to the minds of any of the parties; if it had, that claim might have been barred; but, looking to the settlement, I am equally clear that it provided all the usual and necessary clauses which the parties intended, and I must construe the proposals to mean all clauses usual and necessary for the purpose of carrying into effect the arrangement before detailed, of which the renunciation of legitim
Page: 416↓
Injunction dissolved.