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O'ooron Vv PERPETUAL TRUSTEE COMPANY LTD. \ )
upaurnr . . KNOX C.3y
This is an
cal from so much of o decretal order of Harvey
Od, inftquity as declared that certain property in Church and csorge
Streets Parrawatts was atrieisie fo 48 appellant and the other half
to the children of Samuel Barber who survived his widow, including the
appellant, and the grand—ehildren of the said Samuel Barber whose par-
ents predeceased the said widow, such grandchildren to take £ixx pera
shirpes. The question turns upon the construction to be put upen the
will of Samuel Barber. The gift.of the property now in question is
in the words following viz:- "I give and devise unto the said George
Thomas Hunt and yenry Janes Barber or the survivor ef them or the heirs
executors or administrators of such survivor all that my block of pro-
perty at the corner of Georg: & Church Sts Paranatta aforesaid upon
trust to receive the rents issues and profits thereof and out cf such
proceeda to pgy to my dear wife Margaret Barber the yearly sum of £364
by. equal quarterly payments for and during the term of her natural.life
er so long as she remains my widow but in the event of her intermarrying
after wy decease then that the annuel payment sto be made to her shall
be roffvith reduced to the sui of £300 and further to pay un out of the
Diva bos 1926
ij
:
a
:
'skares end proportions «
a.
said rents issues and profits unto my daughter Icey Britaania Jolinstn
Barber the yearly sum of £150 by equal quarterly payments for and during
h
h
o
the term of her natural life or until the decease of Mother my daid
wife Margaret Barber and from and immediataly after her decesse I dir-
ect that the said block of land be sold g one half of th2 proceeds to
be invested for or paid over tc my dear daughter Icey Britannia Johnson
Barber and thecthsr half be equally divided bety
surviving and I further direct my said trustees after the y
before mentioned annuitigs and oll retes taxes and re 3 to divide
the balance cf such rents and profita bet my daughters Lydia Dale
and Ruth Cook until my wife's death as aforesaid,"
If this gift stood slone there would be no difficulty, fcr the
aylag the
uE of the teatator
appehlant being the only child/whe survived his vidow would clearly be
entitled to the whole property. But the will contains another provis—
ion the effect of which was in the opinion cf the learned Chief Judge
.to let in the children of such of the testator's children as predecea—
sed hie widow, That :rovision is in the words fcllowing vi
"I declare that if any of my children herein named shell ;redsceseeue
ieoving issue, or depart this lif: before distribution of my estate
leaving issue such issue shall take (if more than one child in equal
ad if but one that one alone) th e share or
shares respectively of their deceased parent or rents but I direct
the 200 acres of land directed to 4s
sold shall be if any of the parties benefiting thereby depart this
life before sale is completed thereof divided between the survivors .
of the seven persons to whom I have bequeathed the proceeds of such.
sale."
"Tn an earlier case in which the will of this testator waa the
subject cf a decision of the Supreme Court it was held
provision applied tc the shares of testator's children
@ary real estate and thet the ohildren of a son of ths
survived the testator out died within a year after his
entitled to their fatherts share of the regiduary real
ground of that decision must have beoa that the expression "distri-
that this
in the resid-
testator
who
dsath became ¢
estate.
The
"bution of uy aetate" in the elauge under discussion should be con-
stryed as deoning not the tims. when the gatate Was actually distri-
wuted, but the tise at which in the ordinary course of events it
would becoue distributable via:
teatatorts death, The parties to this appeal were reptesénted in
ha earlier procgedings: and cannot now be heard to question that ine
) et, the expiration of one year from
"texpretation of the elauee. And if the expression "before distri-
bion of my estate" in this will is to be read as indicating oie guia
point 'of time and. one only viz:- before the first anniveraary of tke
testatorts death, it would seem to follow that the provision in
question would be inapplicale te the gift of the Church and Ceotge
. {
Strestspmoperty. For it is impossible to attribute to the testa-
tor the intention of letting in. the ohildren of such' of his child-
ren a3 should predecease him or die within a year after hin and at
eae a lading the children of such of his children as
should die more theh a year after hig death but in the lifetins of
ia widow. :
But Mr.Flannery for the respondents contends that the express
ion "before distribution of my estate" is to be given an ambulatory
ueaning denoting 'dafterent pointe pf time appropriate to the geverk
"gifts to which the provision may be held to apply. Thus conceding
tnat in ite application to the ettt of, regiduary real estate the
_ okpreasion means "before the expiration of one year from my , doath"
1 state, "and 'he fact that he prege ede 'expressly to vary the dir-
O'CONOR v. PERPETUAL TRUSTEE COMPANY LIMITED.
JUDGMENT. RICH J.
O'covOR ov. $PERPRIUAL TRUSYEE coMPAuY (LiD.)!
JUDGHEN. RICH J.
As I differ from the judgneat of the learned Chief
Judge in Equity I shall briefly state my reasons for so doing.
The appeal is concerned in effect with the construct-
ion of two clauses contained in the will of Samuel Barber, The relevant
clauses are " I give and devise unto the said George Thomas Hunt and
"Henry James Barber or the survivor of them or the heirs executors or
"administrators of such survivor all that my block of property at the
"corner of George and Church Streets Parramatta aforesaid UPON TRUST to
"receive the rents issues and profits thereof and out of such proceeds
to pay to my dear wife Margaret Barber the yearly sum of -phree hundred
and sixty four pounds by equal quarterly payments for and during the
term of her natural life or so long as she remains my widow but in tle
"event of her intermarrying after my decease then that the annual pay-
"ment to be made to her shall be forthwith reduced to the sum of Three
"hundred pounds ai futther to pay out of the said rents issues and pro-
Be
Te
Fite UNTO wy daughter Icey Britanni® Johnson Barber the yearly sum of one
""hundred and fifty pounds by equal quarterly payments for and during the
"term of her natural life or until the decease of her' mother my said wife
"Margaret Barber and from and imuediately after her decease I DIRECT that
"the said block of land be sold One half of the proceeds to be invested
" for or paid over to my dear daughter Icey Britannia Johnson Barber and
"the other half be equally divided between my children then surviving".
"I DECLARE that if any of my children herein named shall
""predecease me leaving issue, or depart this life before distribution of
"my estate leaving issue such issue shall tuke (if more than one child in
"equal shares and proportions and if but one that one alone) the share or
"shares respectively of their deceased parent or parents but I direct that Xe
i "proceeds of the two hundred acres of land directed to be sold shall be
"if any of the parties benefitting thereby depart this life before sale is
"coupleted thereof divided between the survivors of the seven persons to
"whom I have bequeathed the proceeds of such sale".
The first clause taken alone is clear and definite
Se
enough. Provision is made during the life offestator's widow for the
payment out of the rents etc. of certain annuities: a vested remander is
given to Icey Barber (the appellant) and s contingent remainder to
testator's children surviving his widow. In the events which have happen-
ed the appellsnt, is entitled to the whole of the proceeds of the land in
question unless the later clause is applicable to the former clause and
operates to divest the interest so clearly and specifically given. The
clause in question is in two parts. The first part is somewhat analogous
to the lapse clause section 29 of the Wills Probate and Administration Act
1898. The other part with which we are concerned is intended to prevent
the apse of children's shares after the testator's death. If the clause
be read literally full effect being given to the actual langusge used, it
is found that it is expressed to be appliczble to gifts to named ohildren
end in which such children take property in shares. The language of the
clause, read literally, has no application exept to the case where a
child has become entitled to a share, and it operates therefore as a dives
ing clause. According to its literal meaning it has no application to
4a.
the case where a child never becomes entitled to a share at all. If
the clause be read in its context in the will it ia found to follow the
residuary devise, which is immediately preceded by the devise of the Dog
Trap Road property. These are the only two dispositions of the will to
which the clause in question actually and exactly applies if no word in
it be read in any forced or unnatural sense. The express exclusion by
the testator of the devise of the Dog Trap Road property from the oper&%-
tion of the clause leaved the residusry devise the only provision of the
will to which the clause according to its actual significance applies .
Is there, then, anything in the will read as a whole which leads to the
conclusion that the language of the clause should be extended beyond its
patural meaning so as to give effect to an intention discoverable from
the whole will, to bring within its scope e cieuse under which children
have not become entitled to shares of property and under which the
children to take are not named? In my opinion there is not. I have al+
ready indicated that the contingent gift contained in the devise of the
George and Church Streets property is not a gift to children named (the
testator could not anticipate which of them would @urvive his widow)
pe ST en
oa 5.
and no shareia given to children which the issue can be said to take.
' This opinion seemsa to be in accordamce with a previous decision on this
will relating to the residuary devise which was not brought to the atten-
tion of the learned Chief Judge in Equity.
For these reasons Iagree that the appeal should be allowed.
Pay Bi ' "wRUg ny i
Bs a -
GIGONOR EV PERPETUAL TRUSTEE COVAND OTHMIREY
HIGGINS Je
tho only quastion as to which this appeal has been brought i¢ question B-—
LJ
-In the ovents which have happened to whom on the ocustruction of
the will of the said Same] Barber shall the trustes of the said will
pay the capital ofthe propexty in Church and George atreets Paramatta My
This particular property wae davised by the will to Thome Hunt and
Hed Burber 'Mpon treet to cay to the widew of the testator 364 por
'exmum out of the rente(reduoible to 4500 per annum if sho remarried jand
to pay te his daughtex Taoy{now Mra OCongor,the appeliant) 4150 pom. for
her life or until 'the deith of thy sitae yand the property: was directea
to be sold immediately after the widow's death and one haat of the
procesds waa to be invested fox or paid over to Looy [ae ths: tostator's
death she was an infans] end the other half of the proceeds vas to be
equally divided between the testater's children then survivingsand
. URSIL the death of the widow the tmstees were to divide the balance
. other.
of the rents between the daughters Lydia and Tuthe
Mrs: Ofconfor 4a the only child of the testator that 2till remains
on fhe :
akives The widow died 1éth Oot 1085 oath 11 the other children(Zive in
nuubsr died before here Thera is ko dispute as to Urn OfConyfor paing
@ntitled to the first half of the proceeds shat ehe olaina alse the
(ether half on the ground,that se 4s the only child of the testator
warviving ab she widow's deaths
thers 19 no dovbt that this claim would be right but for a
» Babetitutionary provision at tha end of the will-----
. Gish in, vi tre will. — Angora, ine the CE]
\% deolare that if any of my children herein numed She predecesse
me leaving issue,or depart this life before distribution of my edtate
: leaving issus,such issues shall take(if more than one child in equal
, Shaxes and proportions and if but one that one ulone}the share or shares
'oapectively of sheiz decsased pyarsnt or parents, but I direot that the
: $ooeeda of the 800 acres of land dixected to be sold shall be if any
of the parties benefitving thereby depart this idfé-before sale is
voupleted thereof divided between the survivors of the seven persons to.
whom I have bequeathed the proceeds of auch sale s
hb .
The 200 wcres here referred nad een in a previous. part of the wil
devised to the trustees upon trast foe sale as seam after the tectator's
death as convenient and the nat proceeds arising therefrom were to bo
divided (necessariiy by the trustess) between the widow and the sir
onildren(2ii naned)in equal shares and proportions.There is no doubt,
therefore,as to the procesda of the 200 acres,that the testator bythis
Gubstitutionary clauses go. altered or qualified his intention as to
Siva the proeseds, not te the sever persone equally, bet to those of the
: Of
" oe
z seven who should survive the completion of the wale;and the question is,
ale?
CEGS he alter er qualify his intention as to the property now in question
Bo. that the ohildren of any ohild not "then surviving" at the distribution
shovld take by substitution the parent's ghare.
Tt 48 contended for ice O'Oenfor that this substitutionary clause
dees not apply to the case of the cktiaxen of the testator who died before
"the widewsbecunse the words Masetrinution of ny estate" mast refer to one
#vent common to all the properties which are given by the will,and the
only event to which "aietzibation of the state" san refer mot be the ent
; of the execntor's year~—--the year within which executors mst prina facie
maXe ready to distributes
It nas to be borne in nind, however, that at the death of the
testator, 12th Nov 1890, the modem law vesting all real estate in the
ekoouters was not in Lorces4t did not come into force til 15th Deo 1596
(Zeobats Act 1890)2 The real estate vested by law direct in the devissos¢
and ad to the real estate devised to the trusteca,vested in the trontest.
The exeoutors as such( the widow and the two trustees)had no duty of
Alstritution of the real estatejand the exsceuters' year cunnot apply to
the exeoutors as to the real estate. Ne Davison ,for Urs O'Gonfor refers
to auch cages ag re Avrowenith's truste(2 DP & J 274). In thet cose o
fund was bequeathed to nephews and nieces whe should be Living at the
tbe
goath of the tootator Jut thare was a direction that in tha cage of the 1
4 t) 7 p *
Goath of any of them "perore reesiving thelz respective snares" the
share ox shares of those #o dyisg should MA) go to the survivors equally?
The fund was not actually distributed until after the widow's desth,so it
we wrongly nuppeaed that @he had . Lite interest thoroine---The widow
Rived for 16 yoara after the testate®,and during her lifetina one of the
miecet died before the executors! year had oxpired,ané 12 of the nephews
and nieoos had died after the exeoutors! years Vieo-Chancelior indsreley,
and on appead the Lords Jasticon(Lord Juetice Knight Bruce at all events),
'noid. that sua she nephews and niecet living at. the death took 'vosted
: tatarceve Liable to be divested only on death before the espiration of 12
: months trom tha death of the testator. Dat this to enly one of the
SMNOFOE inetanoas in which the Soart# have leant heavily against *
verted interact ae porscant ty ,wostea at the deata of the teetator,being
treated as diveated by the fact that,owing to posaibis delay of caprias of
wistake of the executors the fund my not have been actuaily distritated
es som as it night heve been( Johnacn verooki2 Ch D 630; xe Collison
dbs 654; x0 Cheaten 16 Ch D @185 re Wilkins db. 634). In auch a case, the
Qourts treat, if possible,tho revaipt of the ohare as referring to the.
> bine thas 4¢ was receivabley the time that 1% ought to have boon rocotvady
and,in tho absence of evidenes to the centzary(see dn vg Colldgon 12 Ch D
: B54, 859), the period of teslve monthe from the death of the tastator 4a
. \ 4e(a :
treated aa batag prima facia tho a) thot 1} waa rveslvabie. But as
Kay J. pointed out in Si1ke v» Bannister(30 Ch D 512,519), the presumption
d@ inapplicuble whare the gift 18 by express werds vested not at the
toutator's death but on the death of someone expected to live after him
wee-93 In this caso,the widow. Hhat haa the poriod of 12 montha after the
testator''s dezth to do with a gift to take effect on the widow's death £
What haz the period of 13 montha to do with real estate that is nos
vastod in the executors at 811 J Kere the testator having in the first
part of the will directed divieion among his children /then surviving"
'(at the widew's death)——~a gift not vested in any shild tut dependent
on & vontingsnay———,heving excluded these children who might die before
the widow, mitigates the exclusion by eaying a8 to thove children who
may Hurvive the widow that their children(iz aayj--—not the brothers
and Sisters surviving----shall tale the paront's share. The atecutorst
your i mot relevant to this real estates
Howaver,an cunce of attention to the particular will in question is
worth @ hundred-weight of m authorities" as to other wills. The best way,,
2 think,ie to state summarily the provisions of this sill?
The three executors are te soll the sheep on tho station,and,on the
proceeds of hal?,the tostator's cobte ete are charged.
421 the furniture ,moneys,eta are given to the widows
The gaz shares are given to the(infant)daughter Toeys
_ Bae residence at Guildford with 75 acres is devised to tho widow
for ldia,thon to Icey in fae.
Myrtle cottage fo given to. Leyes
The station and half the chesy axe given to the son RoJ.Barbere
The property dn question,at the corner of Church and Gaorge atraata
Paramatta,is givon. to txustess who ore to divide the xeat#,and on the
stheks pict Aolis
widow's death to sell the property and divide the proceeds(as alraady
Btatedje
Te the trustess are also devised a two-story house in George 8%, 4
hewse cocupied by Rabter,and & house oooupiad by suhley,upon trust for
grandohildran,the isaue of the son Charles(with power to 8011}.
To ths trustees are devised 200 sores of land upon trust fox sale zie
after the death of the testator and to divide the proceeds between the mt
widow and the ix chiidren(aa sirsady stoped)?
fhe property in Charias 2t Poramstta ie devised to Lydia.
Yhe residue of the read wotate is i. deviaed amongst" the widow and the
Sis. children as tenants in comnon.Ho trostesa are interposed.
Theraceipta of the trustees are to be sufficient discharges Zor ali
noneys paid to then *on account of my e¢tate" 2 a1 devises and bequests
for females are te be for separate use. Then follows the substitutionary
I
elaase mhich have statad.
I quite concur with Mr Devidon that the phrese "pefore diatribation
be
at By sxtatol wold natarally lead ue to expect to find some one
diatrtintion eoatenpiated by the ailijbut there 48 ne auch one
five fortieth aay hate
Aistribution sontenplated« The "aiatributicn" referred 'topannot mean the
the distribution by the will at the death of the testator, for one
" . -
Gisteibution. (that of the prooesda of the 300 sexes) ,how to be made at
the death(or completion of the sale on the douth),and another distribution
haa to be made of the progeeda ef the property now in gisstion ad some.
tine Subsequont< Por 'Tne clensa makes a distinetion between chiléran
'A@e predegease me leaving issue" youd obildren bs who depart this lifs
before Aistripation of py ostate leaving inoue" soviden
distribution
Bebseqient to the death, The question ia to what Glatripetion of what
property oan the phrase refer? It cannot refer to any distrimtion
Gxt;
exoopt to the distritution{ajef the procesds of the shennan at the
gornar of Church 8¢ and George St, the property as to which this question
is asked and(bjof the prouseds of the 200 aczessfor there ig no other
distribution oxdered by the wilh brong the testater's children ,and the
olause aeoemiarily applies te distriimtion among the children only,'a—<
ty deohicbvhan ft Jrerende reek sehobe mls (99 Mere. aa "spon th te sbi),
It 19 true that there ia alfo a devise of cortain houses on oartain
traobs fet grandohildren,ohildran of the testator'a con Charles ,with o
x
- Te
Dees: to Bolljout this mubpeth tutionary provision atpress} j Spphies Se the
Qsath of any of the tetator's ohtldren,and not to the death of any of
baa zal ndohijdrans For(b) special emiivion is made Cr een
te smlokhuhonsry rove flrs cp eah Srey foto f fe okcbrlion of dectaaed hither,
and the result is thet the substitutionary provisiongig, if 4% is to be
ts
given any effact at all ,sust apply to (a) the distribution of the
procesas of tha property now in question?
Lam therefore of opinion that the aubstitutionary clause applies
te this property,and that the capital proceeds thereof should as to one
wit be paid to Mrs O'Gonoz,and as to tHe other half should be
tributed between Era O'Oonor and the grastonildaren born to her
srothers. and sisters and Living at theix respective deaths equally por
ibispess this opinion accords vith the decision of Harvey J) X my
poins out in addition that this construction does no violence to any
rords of the willjthat there ie no difficulty in implying im the wil?
iter the words "pefore distribution of my avtate" fords such as
'herepver there has to be diutribution" sand that "thewii1 does nok apeak
tithe distribution' ae if it wore sono dofinite single distribution,
* . * .
mat Speaks of distribution in the abstract.
_O
Gtoreover in the trustecs" rogeipt claude the tectator dos the
lords "wy estate" in the aano vague indefinite manner as in the
J Be
3 onary giaas. The whole dittioulty would yanish indesd,i? the
: ®
word "my" in the jatter clause oculd bo fund to ba & mistake #62 any" in
eopying ;but- one cannot act on such & surmige.
St a late stege af this exse,wo ware inforned by counsel for the
$tustes company that in 1695 this very queution was raised. in a suit in
Garner Pronbr,
the Supreme Courts It waa not then snawersd bat further consideration
decree
and liberty to apply were reserved by the éemseted—ozder, It was desided
aoe the share of Kid. Barber 4m the provesaé. of wale of the teatator's.
a an XOal estate belonged,on that son's death ov Lithticr 1891, 44
'to hig children in equal shared.We do not keow how the reuddnary read
eetita Game: to be sold at alijand we do not know on aaah geet the
Genz Aotedjor wiy this, summons became nogesaary 4a. there wot already a
. h t rtair : a wes hth Spitonnt, for. ordiderahen lier dts re's ah
deanetal-erder, But as the, qodetion vod not answered there ig asthing to
@onglude 'the.cignta of the parties to $he present sunmaié. in respect of
the proeeeds of this property in Church and George streets.
T aw clearly of opinion that this gppeal should be a@iomiased¢