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(1842) 1 Bell 105
CASES DECIDED IN THE HOUSE OF LORDS, ON APPEAL FROM THE COURTS OF SCOTLAND. 1842.
No. 5
[Heard,
Subject_Entail. —
Reference in one deed to another, held sufficient to authorize a decree, directing an entail of lands in terms of the deed referred to, to be executed by the party called as institute, and already in possession under a title made up in fee-simple.
Subject_Ibid. —
Terms of deeds, under which a party was held to be called as a substitute, not an institute of entail.
Subject_Res Judicata. —
Held, that a decision in competing actions for the fee-simple of lands, as given by different deeds, did not form res judicata against the unsuccessful party in these actions, subsequently seeking to establish, that the successful party must hold under the fetters of an entail created by the same deeds.
In 1805, the Honourable Archibald Fraser executed an entail of lands lying in the parishes of Boleskin and Abertarff “in favour of myself and the heirs-male of my body; whom failing, to such other heirs as I, or failing me, the heir-male of my body for the time, shall name and appoint under my or his hand; whom failing, to and in favour of my heirs whatsoever.” This deed contained a recital of a previous entail executed by the maker in favour of a different series of heirs, which had been reduced at his instance.
On the 25th June, 1808, the same Archibald Fraser disponed to his grandson, “Thomas Frederick Fraser,” son of his son Simon Fraser, “and to the heirs to be lawfully procreated of his body; whom failing, to Archibald Fraser M'pherson, my nephew, and the heirs of his body; whom failing, to Fraser, the second son of Sir William Fraser of Ledclune; whom failing, to the heirs of his body; whom failing, to such
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On the 15th day of August, 1808, Archibald Fraser, describing himself as “heritable proprietor of the lands, teinds, and others, after described,” likewise executed another deed of entail, whereby he disponed “to and in favour of the nearest legitimate male issue of my ancestor Hugh Lord Fraser of Lovat, namely, Thomas Alexander Fraser of Strichen, being the nearest lawful heir-male of the deceased Alexander Fraser of Strichen, and his heirs-male; whom failing, to and in favour of the late Hugh Fraser of Struie, and the heirs-male of his body; whom failing, to and in favour of the nearest lawful heir-male of the late William Fraser of Kilbockie, and his heirs-male; whom failing, to and in favour of Simon Fraser, Esquire of Faraline, and his heirs-male; whom failing, to and in favour of the person who shall be then able to prove himself to be the chief of the clan Fraser, by legitimate descent from Hugh first Lord Lovat, and his heirs-male; whom all failing, to and in favour of my own nearest lawful heirs and assignees whatsoever, heritably and irredeemably, All and Whole, the following parts and portions of the lands of Abertarff, and others after-mentioned, as well the dominium utile,
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On the 26th July, 1811, Archibald Fraser executed a trust-disposition, in favour of Campbell and others, of his whole lands and heritages, including specifically the lands of Abertarff, as described in the deed of 1805, “now standing in my person in fee-simple, through the failure of heirs of my body; but excepting always herefrom the lands and barony of Auld Castlehill, both property and superiority, belonging to me; and also all other lands and heritages not therein specially disponed, which may be contained in any deeds of entail, or other settlements executed or to be executed by me, and which shall remain uncancelled or unrevoked at the time of my death,” upon trust to execute “a deed of entail, with prohibitory, irritant, and resolutive clauses of the foresaid lands and estate of Abertarff, above described, and likewise of the whole unentailed property belonging to me, and which may remain undisposed of, after fulfilling the different purposes of this trust, and to settle and secure the whole of said subjects, omni habili modo, by registration of the said entail, and completing such titles thereon as shall be deemed expedient, to and upon the nearest legitimate male issue of my ancestor, Hugh Lord Fraser of Lovat, namely, the nearest lawful heir-male of the deceased Alexander Fraser, late of Strichen, and his heirs-male; whom failing, Hugh Fraser, now of Struie, and the heirs-male of his body; whom failing, the nearest lawful heir-male of the late
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On the 13th or 30th day of June, 1812, Archibald Fraser executed another deed, whereby he disponed to “Thomas Frederick Fraser, and the heirs-male to be lawfully procreated of his body, in fee,” and a series of heirs, “heritably and irredeemably, all and sundry lands, tenements, houses, heritages and heritable subjects of every denomination, property and superiority, now belonging to me, or that may belong to me, and lying within the parish of Inverness, but without prejudice to the disposition formerly granted by me in favour of the said Thomas Frederick Fraser, and particularly without prejudice to the foresaid generality, all and whole the lands and barony of Castlehill, otherwise called Old Castlehill,” which were
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On the 2d of July, 1812, Archibald Fraser executed another deed in these terms,—“Know all men, by these presents, me, the Honourable Archibald Fraser of Lovat,—whereas I, some years ago, executed a disposition and deed of entail or tailzie of my lands and estate of Abertarff, and comprehending, among other lands, the Old Glebe of Boleskine, in the united parishes of Boleskine and Abertarff, and shire of Inverness, and of my lands and estate in the parish of Inverness, and shire aforesaid; and of certain other lands belonging to me, which bears date the day of one thousand eight hundred and years: And whereas, by the said disposition and deed of tailzie or entail, there is full power and liberty reserved to me to alter the same, in whole or in part,
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Shortly after the death of Archibald Fraser; the maker of these deeds, which occurred in 1815, the appellant, Thomas Frederick Fraser, who had now assumed the name of Archibald Thomas Frederick, brought an action to have it found, “that the said Honourable Colonel Archibald Fraser of Lovat, by all or either of the dispositions above recited, executed by him upon the second day of July, 1812 years, and the 2d day of August, 1813 years, revoked, annulled, varied, and altered the trust-disposition and settlement above mentioned, dated the 26th day of July, 1811 years, in the whole articles, tenor and contents thereof, and that the same was rendered totally unavailable to the persons and societies therein mentioned, or thereby intended to be favoured in all respects;” and that the trustees and curators of the pursuer, “were entitled to hold, possess and enjoy the whole unentailed lands, houses, heritages; and heritable subjects belonging to the said1 Honourable Colonel Archibald Fraser at the time of his death,” and also his whole moveable estate.
At the same time the respondent, Lord Lovat, (then Thomas Alexander Fraser,) brought an action, narrating the deeds of 25th June, and 15th August, 1808; 2d July, 1812; 31st July, and 2d August, 1813; and concluding to have it found, that “the foresaid trust-disposition and conveyance, bearing date the 25th day of June, 1808 years, and the aforesaid disposition and deed of tailzie, bearing date the 15th day of August, 1808 years, both said to have been executed by the said Honourable Colonel Archibald Fraser of Lovat, were, in terms of the
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On the 6th February, and 27th of June, 1818, the Court conjoined the said two processes, and in the process at the
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The respondent now brought the action out of which this
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The appellant pleaded in defence to this action,—1st, Want of title or interest in the pursuer; 2d, Res judicata in the previous actions; 3d, That an entail could not be created by reference, in the way and manner contended for; and at any rate no such entail had been made, or could be asked to be made, in the terms of the summons.
On the 24th June, 1823, the Court “sustained the defences, and assoilzied the defenders from the whole conclusions of the libel.”
The respondent reclaimed, and on the 14th of May, 1824, the Court altered “the interlocutor reclaimed against, in so far as regards the lands of Abertarff, together with the Old Glebe of Abertarff or Boleskine, and find that the defender is bound and obliged to execute an entail of these lands, in terms of the entail executed by the late Honourable Archibald Fraser of Lovat, dated 15th of August, 1808, containing a destination
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The Lord Ordinary then remitted to Mr Aytoun, W.S. to prepare the draft of an entail, in terms of the Interlocutor of the Court.
Mr Aytoun, under this remit, prepared the draft of a deed, whereby the appellant was to convey to himself and the heirs-male of his body, “whom failing, to the other heirs and substitutes appointed or named by the said deed of entail, bearing date the 15th day of August, 1808, viz. the nearest legitimate issue of Hugh, Lord Fraser of Lovat, namely, the said Thomas Alexander Fraser, now of Lovat, therein designed of Strichen, being the nearest lawful heir-male of the deceased Alexander Fraser of Strichen,” (the respondent) “and to the heirs-male of the said Thomas Alexander Fraser,” &c. “But always with and under the several provisions,” &c. “specified and contained in the said deed of tailzie, 15th August, 1808, and the foresaid disposition and nomination of 2d July, 1812, and herein underwritten, which are all (with the exception of the words herein inserted for extending the fetters against me, the said Archibald Thomas Frederick Fraser, and the heirs-male of my body, specially enumerated and contained in the said disposition and deed of entail, dated 15th August, 1808, namely.” *
_________________ Footnote _________________
* The provisions and restrictions in the deed of August, 1808, in regard to selling, contracting debt, or altering the order of succession, were not given in the papers, farther than appears in the previous part of this report.
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Objections having been put in by both parties to the draft prepared by Mr Aytoun, cases were ordered, and on advising these papers, the Court, on 6th June, 1839, “repelled the objections of both parties to the report of Mr Aytoun, and to that extent approved thereof, and remitted to the Lord Ordinary to proceed accordingly.”
Archibald Thomas Frederick Fraser appealed against the interlocutor of 14th May, 1824, except in so far as it found that the lands of Auld Castlehill belonged to him in fee-simple, and adhered to the interlocutor of 24th June, 1823, and also against the interlocutor of 6th June, 1839.
Lord Advocate and Sir William Follet, for appellant. I. It is res judicata by the judgment of February and June, 1818, in the conjoined actions between the same parties, that the appellant is entitled to enjoy the lands of Abertarff and Old Glebe of Boleskine, as absolute proprietor, whereas the result of the interlocutors appealed from, is to find that he is bound to hold these lands under the fetters of a strict entail.
II. The finding of the Court below is, that the appellant is bound to execute an entail of the lands. This must depend upon the intention of Archibald Fraser, to be ascertained according to the strictest modes of construction. The appellant is not a trustee, nor does he hold through trustees, who, of course, would be bound to act according to the intention of the truster, to be ascertained as best could be done; but he is direct disponee for his own benefit; any limitation of that benefit by reference to another deed than the conveyance, must be ascertained according to those strict rules of interpretation applied in the law of entails, Vere v. Hope, 10th July, 1837.
The reference in the deed of 2d July, 1812, has been held by the Court below to be to the deed of August, 1808, but there is
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III. If, then, the reference is not clear and explicit, it is not in the power of the Court to conjecture what may have been the intention of the party, and to order it to be made operative by the execution of a new deed; it was competent for the Court to declare the rights of the parties under the existing deeds, but it had no power to order the framing of a new deed to correct what was defective.
IV. But if the deed of August, 1808, be that referred to by the deed of 1812, the latter deed is to be registered as “a part of the disposition and tailzie before mentioned:” the two, then, must be taken together, without alteration, as the entail framed by the entailer, and intended to operate; and in this respect also it was not competent for the Court below to order any other deed to be framed, compounded of parts of the two deeds, omitting others.
V. The deed of 2d July, 1812, in its destination supersedes that in the deed of August, 1808, on the supposition that the
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VI. The effect of the deed of 1812, is in truth to make the appellant the institute. The fetters of the deed of 1808, in regard to the contraction of debt, if effectual for that purpose at all, and also in regard to altering the order of succession, are directed against “the heirs succeeding,” which will not embrace the institute. But the deed prepared by Mr Aytoun repairs this defect, and makes the fetters bind the appellant, as well as the substitutes.
The several grounds taken by the appellant are so fully met by the opinion of Lord Cottenham at delivering judgment, that it is unnecessary to repeat the arguments used by the respondent in answer to them.
By a deed of tailzie and disposition of 1805, these lands were settled to and in favour of Archibald Fraser, the entailer, and the
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The same Archibald Fraser, by a disposition and conveyance of 25th of June, 1808, settled certain property by name, (not including the lands of Abertarff,) “and all other lands and heritages which belonged to, or might belong to him at the time of his death, and which might not be otherwise settled and disposed of by him,” but subject to a distinct power, to revoke such settlement, and to sell, alienate, and dispone the lands as he should think fit.
This deed has been imported into the case by the appellant, who claims the property included in it, but as the power of revocation and new settlement was clearly executed, if the lands of Abertarff were included in it, it does not appear necessary farther to advert to this deed.
By a disposition and deed of entail and settlement of 15th of August, 1808, the same Archibald Fraser, describing himself as heritable proprietor of the lands after described, disponed in favour of the respondent Lord Lovat, by his then name of Thomas Alexander Fraser, and his heirs-male, the said lands of Abertarff, and others, described as standing in his person in fee-simple through the failure of heirs of his body. This settlement contained all the proper clauses and provisions of a regular entail, but it also contained a clause of revocation.
The same Archibald Fraser, by a trust-disposition and settlement, dated the 26th July, 1811, disponed to and in favour of certain trustees, all and whole the following parts and portions of lands in Abertarff, but excepting all lands and heritages not therein specifically disponed, which might be contained in any deed of entail, or other settlements executed by him, and which should remain unrevoked at the time of his death. The trusts were to raise certain sums of money, and after the performance of such
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The whole question turns upon the next deed, and before its provisions are considered, it is material distinctly to understand, how these lands of Abertarff stood settled by the preceding deeds. By the deed of 1805, they were settled to and in favour of Archibald Fraser, the entailer, and the heirs-male of his body; whom failing, to such other heirs as he should appoint. By the deed of 1808, he takes notice that there was a failure of heirs of his body, but as this, during the whole of his life, must, in law at least, be considered as uncertain, there was no intention, if there had been the power, of interfering with the estates and interests of such heirs-male of his body, if any such should be born; but the object was to substitute other heirs in the expected event of a failure of such heirs-male of his body; and for this purpose, the lands, that is, all such estate and interest in the lands as belonged to him, or over which he had the power of disposition, in the event of the failure of heirs-male of his body, were disponed to and in favour of the respondent, Lord Lovat, and his heirs-male, and the respondent is accordingly, in the deed of 1812, described as a substitute.
The result of these two deeds of 1805 and 1808 was, that the lands of Abertarff stood settled upon the entailer, Archibald Fraser, and the heirs-male of his body; whom failing, upon the respondent, Lord Lovat, and his heirs-male.
That this was the entailer's view of the manner in which the lands were settled, is proved by the language and provisions of the deed of the 2d of July, 1812, now to be considered, and under
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Now, although the deed of 1812, in referring to a deed of entail or tailzie of the lands at Abertarff, executed by Archibald Fraser “some years ago,” does not mention the date, but has blanks in the places appropriated for it, yet it correctly describes the property comprised in the deed of 1808. It states, that there was a power of revocation in the deed referred to, which there was in the deed of 1808. It assumes, that the appellant was not included in the deed referred to, and he was not in the deed of 1808. And above all, the deed of 1808 is the only deed of tailzie of these lands forthcoming, or of which there is any trace, and the trust-disposition of the 26th of July, 1811, proves that at that time, these lands were subject to the entail of 1808, so that if there had been any other deed of entail, it must have been executed between the 26th of July, 1811, and the 2d of July, 1812, which would be utterly inconsistent with the description, in the latter deed, of the entail referred to, as it recites that the disposition or deed of entail referred to had been executed some years ago.
I think it therefore quite clear, upon the instruments themselves, that the entail of 1808 is the deed referred to in the deed
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If, then, the deed of 1808 was the entail referred to by the deed of 1812, can there be a doubt that the whole of the entail to be created by the latter deed is to be guarded by the provisions and fetters specified in the former? or, in other words, that the appellant is to hold the estate under the deed of 1812, to him and the heirs-male of his body, with and under the several; provisions, conditions, burdens, limitations, restrictions, clauses irritant and resolutive, specified and contained in the deed of tailzie referred to, which were to be held as there “repeated for bresvity's sake, and under these additional declarations that the said Thomas Frederick Fraser,” the appellant, &c. and then follow certain restrictions applicable only to the appellant, and his heirs-male of his body, and the entailer then says, “and in so far I alter the said deed of entail.”
The deed of 1811 being revoked, the deed of 1808 was in force, and by that deed all the entail thereby created was sufficiently
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The interlocutor does not impose fetters by implication, but merely puts an obvious construction upon the deed of 1812. What gave rise to the first decision in 1823 upon this point, or to the doubts afterwards suggested, is not very obvious. I entertain no doubt whatever of the propriety of the ultimate decision upon this point, which is the subject of appeal.
The appellant then objects that the interlocutor appealed from is erroneous, assuming this to be the proper construction of the deeds, because it does not treat the entail as complete by these deeds, but compels the appellant to perfect it. If there were any foundation for this objection, it would not affect the question of right, but only the means of giving effect to it. If the appellant had rightfully become possessed of an unfettered title, there might be much strength in the objection; but if the deed of 1812 did refer to the deed of 1808, and the deed of 1812 included the respondent in the destination, and the appellant in the fetters, the appellant ought not to have been possessed of an unfettered title; and if he has invested himself with one, it must be within the
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But this, it was said, could only be done by first reducing the title so imperfectly obtained. The interlocutor appealed from effects that object by directing the appellant so to deal with the title he obtained as to secure the rights declared to belong to the respondent. The appellant has not succeeded in shewing that there was any irregularity in this mode of effecting the object. The objection does not appear to have been raised below. In the note of the judgment, on the 6th of June, 1839, there is no allusion to this point. Lord Fullerton, though he differed from the other three Judges, and thought that the fetters did not apply to the appellant, did not suggest this as one of his difficulties. I cannot think that your Lordships will, upon this question of form, have any disposition to differ from the judgment appealed from. This objection is strangely urged by the appellant, who contends, that he is entitled, under the deed of 1812, to the lands of Abertarff in fee.
The appellant again contends, that the respondent cannot be considered as included in the description in the deed of 1812, because he is an institute, and not a substitute, in the deed of 1808. I have already observed, that, taking the entail as created by the deeds of 1805 and 1808 together, he is a substitute, being called upon failure only of the heirs of the body of the entailer, and it cannot be doubted but that he is intended in the description of the parties in the deed of 1812. What, however, removes all doubt upon this subject is, that the expressions “heirs and substitutes” in the deed of 1812, are precisely the same as are used in the deed of 1808, in which it is quite clear, that the respondent is included.
I am, for these reasons, of opinion, that the appellant, Archibald Thomas Frederick Fraser, has failed in establishing any error in the interlocutor appealed against and that his appeal must be dismissed.
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I am always unwilling to admit exceptions to the very whole some practice of making an unsuccessful appellant pay the costs of the appeal; but in this case, the Court of Session decided for the appellant in 1823, and for the respondent in 1824, and in 1839 the Court was not unanimous upon the construction of their own decree of 1824. Under such circumstances, it could not be expected that the appellant should acquiesce in the final judgment. The expenses of the subsequent litigation are not to be attributed to him. I think, therefore, that the original appeal must be dismissed without costs.
Ordered and Adjudged, That the interlocutors, so far as complained of in the original appeal, be affirmed. And it is farther Ordered and Adjudged, that the interlocutors of the 24th of June, 1823, so far as complained of in the cross appeal, be reversed. And it is also farther Ordered and Adjudged, that the interlocutors of the 14th of May 1824, complained of in the said cross appeal, be altered, by inserting therein, after the word “Boleskine,” the following words, viz. “and so much of the lands of Auld Castle-Hill as are claimed by the summons, and described therein as the first lot of Castle-Hill,” and by omitting therefrom the following words,—” and with respect to the lands of Auld Castle-Hill find, that the same belong to the said defender in fee-simple, and decern and declare accordingly, and quoad ultra refuse the desire of the petition, and adhere to the interlocutor reclaimed against.” And it is also farther Ordered, that the cause be remitted back to the Court of Session, with directions to proceed with the farther settlement of a draft of a deed, to be executed by the said Archibald Thomas Frederick Fraser, respondent, in the said cross appeal, in conformity with the alterations herein ordered to be made, and to do otherwise in the said cause as shall be just and consistent with the judgment.
Solicitors: Richardson and Connell— George Webster, Agent.