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Scottish Court of Session Decisions


You are here: BAILII >> Databases >> Scottish Court of Session Decisions >> Special Case - Dennison and Others [1873] ScotLR 10_246 (6 February 1873)
URL: http://www.bailii.org/scot/cases/ScotCS/1873/10SLR0246.html
Cite as: [1873] ScotLR 10_246, [1873] SLR 10_246

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SCOTTISH_SLR_Court_of_Session

Page: 246

Court of Session Inner House First Division.

Thursday, February 6. 1873.

10 SLR 246

Special Case—Dennison and Others.

Subject_1Disposition
Subject_2Heritable Rights
Subject_3Feu-duties, Purchase of.
Facts:

A provided in her trust-disposition and settlement that all “heritable subjects, of whatever nature or denomination the same may be, which i may acquire after the date of these presents,” should go to a certain person. a's lands were held direct of the crown, but certain duties were payable out of the lands to b, who had acquired right to them by a charter from the crown. subsequently to the date of her trust-disposition, a purchased the right from b. held that the said duties were not a heritable subject within the meaning of the above clause of the trust-disposi—tion.

Headnote:

This was a special case for mr jerome dennison, west brough, orkney, and the trustees of the deceased misses barbara and helena fea. the facts of the case were as follows:—by trust—disposition and settlement, dated 21st july 1810, the misses fea assigned and disponed to each other, and the longest liver of them, and after the decease of the survivor to mr patrick neill, printer in edinburgh, and james dennison, of north myre, in sanda, and the other persons therein named, as trustees for the purposes therein specified, the whole means and estate, heritable and moveable, then belonging to them, or which should belong to them or either of them at death; and in particular certain lands called arie and mussater, situated in the island of stronsay in orkney. the misses fea and messrs patrick neill and james dennison were deceased before this case was brought.

By the eighth purpose of the trust it was declared that after the death of certain liferenters, all of whom are now dead, the farm of Mussater and the farm of Arie, together with the mansion—house of Arie, and park and garden adjacent thereto, should form and constitute a fund or mortification for certain charitable purposes therein specified.

The tenth purpose of the trust is in the following terms:—“ Tenthly, We hereby appoint our said trustees, after the death of the survivor of us, to assign, dispone, convey, and make over to and in

Page: 247

favour of the said Patrick Neill, and his heirs or assignees, all such lands, houses, or other heritable subjects, of whatever nature or denomination the some may be, which I, the said Helena Fea, may acquire or succeed to after the date of these presents: And further, we appoint our said trustees, in like manner, after the death of the survivor of us, to assign, convey, dispone, and make over all such lands, houses, or other heritable subjects, of whatever nature or denomination the same may be, that I, the said Barbara Fea, may acquire or succeed to after the date of these presents, to and in favour of the said Patrick Neill and James Dennison of Myre, equally betwixt them, and to the heirs of the said Patrick Neill, and on the failure of the said James Dennison, to Janet Traill, daughter of Walter Traill of Westove.”

At the date of the said trust-disposition and settlement, the said Barbara and Helena Fea were equal pro indiviso proprietors of, and infeft in, the above-mentioned lands of Arie and Mussater conform to the following titles, namely (1) Crown charter of adjudication of the said lands in favour of Charles Erskine, merchant in Kirkwall, and his heirs and assignees, dated 1st June 1799; (2) disposition of the said lands by the said Charles Erskine in favour of the said Barbara and Helena Fea, dated 24th February 1800, containing an assignation to the above-mentioned crown charter; and (3) Instrument of Sasine in favour of the said Barbara and Helena Fea, proceeding upon the said crown charter and disposition and assignation.

B the said charter, the said lands of Arie and Mussater were to be held of the Crown, as superior, in free blench farm, and feu-farm, fee and heritage for ever. The clause of reddendo is in the following terms:—“Reddendo inde annuatim, dictus Carolus Erskine ejusque prædict., nobis et regiis successoribus nostris, immediatis legitimis superi—oribusearundem, respectivas feudifirmæ albæ firmæ aliasque divorias et servitia solubi, pro et ex terris aliisqre prædictis uti in prioribus juribus et infeo—t'ameitis earundem content.”

The feu and other duties referred to in the said charter, which consisted of certain quantities of beer, butter, poultry, and money, formed part of the Earldom of Orkney, and were payable to the late Thomas Lord Dundas, to whom they belonged as in right of the Crown, conform to crown charter in his favour of, inter alia, the Earldom of Orkney and Lordship of Zetland, including therein right to the feu and other duties payable by the Crown's vassals within the said Earldom and Lordship, dated 6th August 1787.

In April 1817 the Misses Fea purchased the said dutes from Lord Dundas for £695, 10s. In Oct. 1817 the Misses Fea executed a separate testamentary disposition in favour of Charles Goar, tacksman of Arie, whereby they conveyed to him, from and after the death of the longest liver of them, that part of the said lands of Arie called Hescome, with the corn park adjoining thereto, and upon this disposition the said Charles Goar was infeft, of date, 17th Feb. 1818, after the death of both of the Misses Fea. The said disposition contained an obligation to infeft a se vel de se in ordinary form, and made no allusion to the duties applicable to the said lands, and included in the purchase from Lord Dundas.

The first party to this case was the eldest son and heir-at-law of Mr James Dennison of Myre, named in the tenth purpose of the trust-disposition, and the second parties are the acting trustees under the said disposition, in virtue of deeds of assumption in their favour.

Shortly after the death of the surviving Miss Fea, a payment of £18, 6s. 9d., on account of the before-mentioned duties, was made by Mr Patrick Neill, as the only acting trustee under the trust—disposition, three-fourths of the said sum being paid to Mr Neill himself, and the remaining fourth to the late Mr Dennison. Thereafter Mr Neill waived any claim which he might have to three—fourths of the said duties under the tenth purpose of the trust-disposition, and no further payment was ever made on account thereof. Mr Dennison's claim to the remaining fourth of the said duties was never waived or abandoned, but no further payment was made on account thereof,

In these circumstances, the first party, Mr Jerome Dennison, called upon the second party to convey one fourth part of the said duties (except as regarded the proportion effeiring to the lands of Hescome, disponed as above-mentioned to Charles Goar) and the arrears due in respect thereof.

The questions submitted to the Court were:—

  1. “(1) Is the first party entitled, in virtue of the provision in favour of the late James Dennison, of Myre, contained in the tenth purpose of the trust-disposition and settlement by the late Barbara and Helena Fea, to one fourth part of the duties purchased by them from Lord Dundas as above set forth, excepting therefrom the proportion of the said duties effeiring to the lands of Hescome and others, conveyed by the Misses Fea to Charles Goar; and are the second parties bound to convey the said fourth part (excepting as aforesaid) to the first party, with entry as at Martinmas 1871. and to make payment to him of the sum of £279, 1s. 2d. as the arrears thereof?

    Or,

  2. (2) Were the said duties, being at the date of the purchase by the Misses Fea payable from their own lands, extinguished confusione by such purchase, and by the disposition by Lord Dundas in their favour?”

It was argued for the first party that these duties were acqutrenda in the meaning of the tenth purpose of the trust-disposition. The tenure of the lands, though not feudal at first, gradually became so— Dundas v. Officers of State, M. 15,103—and the Misses Fea held directly of the Crown, but paid the duties to the Earl of Zetland. These rights formed part of the Earldom, in which the Earl was infeft under his charter of erection, and that part of the Earldom was disponed to the Misses Fea. These duties were therefore heritable irredeemable rights connected with the lands, and as such came under the tenth purpose of the trust.

It was argued for the second parties—(1) that these duties were not heritable, but merely money debts due to the superior; (2) that in purchasing these duties the Misses Fea evidently intended to disburden their lands, and not to acquire a separate estate; and (3) that the duties being payable out of lauds belonging to the Misses Fea, the debt or obligation to pay duty was extinguished confusione—Robertson, M. 3044, Bell's Prin. § 854; Ramsay v. Bank of Scotland, M. 3383; Burnett v. Burnett, 2 Paton's App. 122; Wrights v. Smith, M. 5209; Hogg v. Black. 11 S. 198, 11 Dec. 1832; Langton v. Dove, 20 D. 1188.

Page: 248

At advising—

Judgment:

Lord President—It appears to me that the answer to the last question here depends on the construction of the trust-disposition of 23d July 1810, and especially upon the intention of the trusters in the tenth purpose of that deed. The Misses Fea in that deed convey their estate, heritable and moveable, to trustees, and after creating certain liferents and giving certain legacies, they provide in the eighth purpose of the deed that after the death of a certain person the farms of Mussater and Arie are to be applied to a charitable purpose; and then in the tenth purpose of the deed they convey to Patrick Neill “and his heirs or assignees, all such lands, houses, or other heritable subjects, of whatever nature or denomination the same may be, which I, the said Helena Fea, may acquire or succeed to after the date of these presents; And further, we appoint our said trustees, in like manner, after the death of the survivor of us, to assign, convey, dispone, and make over all such lands, houses, or other heritable subjects, of whatever nature or denomination the same be, that I, the said Barbara Fea, may acquire or succeed to after the date of these presents, to and in favour of the said Patrick Neill and James Dennison of Myre, equally betwixt them, and to the heirs of the said Patrick Neill, and on the failure of the said James Dennison, to Janet Traill, daughter of Walter Traill of Westove.” Now the heir of James Dennison has claimed, in virtue of this tenth purpose, one quarter of certain subjects acquired by the Misses Fea after the execution of this trust-deed. In order to understand the nature of these subjects, it is important to observe under what titles the farms conveyed in the trust-deed were held by these ladies. Whatever was the nature of the original holding, these lands were feudalised before the Misses Fea acquired them. They held the lands under the following titles:—(1) crown charter of adjudication of the said lands in favour of Charles Erskine, merchant in Kirkwall, and his heirs and assignees, dated 1st June 1799; (2) disposition of the said lands by the said Charles Erskine in favour of the said Barbara and Helena Fea, dated 24th February 1800, containing an assignation to the above-mentioned crown charter; and (3) instrument of sasine in favour of the said Barbara and Helena Fea, proceeding upon the said crown charter and disposition and assignation, of date 27th February 1800. These lands were held of the Crown for payment of certain duties, which consisted of certain quantities of bear, butter, poultry, and money. There was no mid-superiority of any kind, and Lord Dundas was entitled to these duties, not as superior, but as coming in the place, or as assignee, of the superior; and he was in use to collect these duties. We know what was the nature of the Earl of Zetland's title from the case of Lord Dundas v. The Officers of State, for that case shows what the grants made by the Crown to Lord Morton were. The report says that a charter was passed of the Earldom of Orkney, &c., in favour of the Earl of Morton, in which there was a clause disponing to the Earl “in all time coming Her Majesty's right of the feu and other duties, casualties, and services, of all and sundry the heritable vassals and others within the said Earldom, &c., with full and sole power to the said James Earl of Morton, and his foresaids, in Her Majesty's place, as remaining still their immediate superior, to enter and receive the said heritable vassals who actually hold of Her Majesty and the Crown and their heirs; and to grant charters and infeftments to whatever person or persons of the said Earldom, &c., upon resignation or disposition of the said vassals, or decreet of sale, apprising an adjudication from them, and to intromit with, uplift, and dispone, all and sundry the casualties of the said vassals already vacant, or that may happen to become vacant, by single liferent, escheat, &c., or any other manner what ever.”

Then the Misses Fea in 1817 purchased from the Earl of Zetland the feu-duties in as far as applicable to Mussater and Arie. It is obvious that they bought them as proprietors of the lands; and if their purpose was to disburden the lands of the duties, it was the most regular and natural mode of doing so. I do not think the Earl of Zetland could have granted a discharge of these duties, for he had no sufficient title to do so; and he could only give a conveyance of, or assignation to, the right which he had. Under these circumstances, the question is, whether the right thus acquired by the Misses Fea was the acquisition of a heritable subject within the meaning of the tenth purpose of their trust-deed? I do not think that it was sc; and that the Misses Fea themselves did not consider it so is shown by the way they dealt with the estate after they acquired right to the feuduties. For they executed a separate testamentary disposition in favour of Charles Goar, tacksman of Arie, whereby they conveyed to him part of the lands; and that disposition contains an obligation to infeft, but makes no allusion to the feu-duies, which it would certainly have done if the disponers had wanted to keep up the right to levy the feu-duties out of the estate. And this circumstance shows that these ladies did not intend to keep up the right against the lands, but that they bought it merely to disburden the land of duties, and not to create a separate estate. This view is confirmed by the conduct of parties, for immediately after the death of the surviving Miss Fea a small payment was made by the tristee, Mr Neill, on account of the feu-duties, to hinself and to Mr Dennison. Thereafter Mr Neill waived any claim which he might have to a share in the feu-duties, and no further payment was mads to Mr Dennison, although he never waived his right thereto; and so from 1818 until the present day no payment of these duties has been made, and no one has asked such payment on the ground of being entitled to it.

I am therefore of opinion that the first question should be answered in the negative; and in that case it is not necessary to consider the second question.

Lord Deas—I agree with your Lordship that the whole question turns upon the intention of these ladies—whether they intended the right which they purchased from Lord Dundas to be an acquisition of heritable subjects within the meaning of the tenth purpose of the trust-deed? Now the subject which they did acquire from Lord Dundas is of a very peculiar description. It is perhaps a heritable subject in a certain sense, but not in the ordinary sense of the term as applied to lands and houses. The deed by which Lord Dundas conveyed the feu-duties to them is in the form of a disposition of heritable subjects, but it conveys “all and whole the feu and teind duties

Page: 249

and casualties following, being parts of the Earldom of Orkney, payable to me by the said Helena and Barbara Fea, for and out of their lands and others underwritten, lying in the said Earldom.” Now that is not the conveyance of anything which forms the proper subject of a conveyance of heritable subjects, aud the subject is not a proper one for infeftment. And so we find, when we come to the precept of sasine, that the symbol to be delivered is earth and stone of the lands—certainly not an appropriate symbol for such a right as this. I do not however say that the deed is not effectual. Looking, then, to the nature of the subject, and to the fact that it was payable out of lands belonging to the purchasers, I cannot think that it is a heritable subject within the meaning of the tenth purpose of the trust-deed. We could only hold it to be so by having clear evidence that such was the intention of the Misses Fea, and I agree with your Lordship that there is no evidence of any such intention. This, coupled with the fact that there has been no payment or claim since 1818, makes it imperative on us to answer the first question in the negative.

Lord Ardmillan—A question has been touched in the discussion in this case which might be difficult, viz. Whether the right to the duties acquired by the Misses Fea is of a heritable character? I do not doubt that the right to exact these duties is in a certain sense of a heritable character. But it is not necessary to consider that matter here, for the real question is, whether the Misses Fea, in purchasing the right, meant to do more than to clear their estate of the burden? And I agree with your Lordships that it appears that they did not intend to do more than this.

Lord Jerviswoode concurred.

The Court held that the first party was not entitled to one fourth part of the duties purchased by the Misses Fea from Lord Dundas.

Counsel:

Counsel for the First Party— Kinnear. Agents— Hamilton, Kinnear, & Beatson, W.S.

Counsel for the Second Party— Balfour. Agents— H. G. & S. Dickson, W.S.

1873


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