BAILII is celebrating 24 years of free online access to the law! Would you consider making a contribution?
No donation is too small. If every visitor before 31 December gives just £1, it will have a significant impact on BAILII's ability to continue providing free access to the law.
Thank you very much for your support!
 |
[Home] [Databases] [World Law] [Multidatabase Search] [Help] [Feedback] | |
United Kingdom House of Lords Decisions |
||
|
You are here: BAILII >> Databases >> United Kingdom House of Lords Decisions >> Munro and Others v. Coutts and Others [1813] UKHL 1_Dow_437 (3 July 1813) URL: http://www.bailii.org/uk/cases/UKHL/1813/1_Dow_437.html Cite as: [1813] UKHL 1_Dow_437 |
||
[New search] [Printable PDF version] [Help]
Page: 437↓
(1813) 1 Dow 437
REPORTS OF APPEAL CASES IN THE HOUSE OF LORDS During the Session, 1812–13. 53 Geo. III.
FROM SCOTLAND.
SCOTLAND.
APPEAL FROM THE COURT OF SESSION.
No. 39
PAPER WRITTEN AND SIGNED BY TESTATOR, AND CONCEIVED IN TESTAMENTARY LANGUAGE, HELD, UNDER THE CIRCUMSTANCES, NOT TO BE TESTAMENTARY IN ITSELF.
Testator executes a trust-deed of the whole of his property, and also a will in the English form, giving the whole of his property not situated in Scotland to the trustees, for the uses of the trust. The will proved in the English Ecclesiastical Court. Testator afterwards wishing to alter his settlement in regard to the personal or moveable property, writes and signs two papers, conceived in testamentary language, which he called his codicil; one of which he sends to his agent, with whom he was corresponding on the subject of the intended alteration, and lays up the other in his repositories. Testator dies before a more formal instrument is prepared, but no pretence that he was prevented by sudden death from executing it. The Court of Session decides that the paper sent to the agent was in itself testamentary; but this decision reversed on appeal.
Oct. 30, 1798. Settlement of Sir H. Munro, and will in English form, proved in the Ecclesiastical Court.
Sir Hector Munro, of Novar, on the 30th October, 1798, executed a deed of entail, and likewise a trust-deed of the same date, whereby he conveyed and made over the whole of his property, real and personal to the Respondents, (trustees,) in trust, to
Page: 438↓
1805. Intended alteration in the settlement.
In 1805 Sir Hector conceived the intention of making an alteration in his settlement, and wrote to his agent, who was then at Inverness, enclosing a paper stating the alterations he wished to be made, and which paper he called a codicil. A paper, called a duplicate of the paper in question, (though not in so perfect a state,) subscribed with Sir Hector's initials, was laid up by him in his repositories, with a memorandum referring to his settlement, then in the hands of his banker in London, and containing these words:—
“ Copy is sent to Charles M'Intosh, Esq.”
The paper sent to M'Intosh was subscribed with his name at full length. The chief question was, Whether this paper, sent to M'Intosh, was, or was not, under the circumstances, testamentary? To see distinctly the grounds on which the ultimate decision rested, it is necessary to have in view the paper itself, and the correspondence relating to it between Sir H. Munro and his agent.
Correspondence between Sir H. Munro and his agent.
The letter, (21st Oct. 1805,) inclosing what was called the codicil, was as follows:—
Page: 439↓
Oct. 21, 1805. Sir Hector to Mr.M'Intosh.
“As I do not find by your letter that it is certain you will be here, I send you the codicil I wish to be made to my last will and testament. The reason for my wishing as much land as possible to be purchased is, that I find the estate I can now leave is not sufficient to let the proprietor live as he should do, and keep up the place and improvements; and as to the alterations in the trustees, my worthy friend Provost M'Intosh is now of such an advanced age, he would [not] long be one, and Mr. John Ogilvie has enough of his own affairs to mind, and could not attend much to mine, &c.”
The paper was in these terms:—
“ Novar House, 21st October, 1805.
I wish a codicil to be made to my last will and settlement in the following manner:—
Paper relied on by Respondents as testamentary.
All the money I directed to be divided in different proportions, to such and such persons by name, after my debts were paid, and my bequeaths, &c. discharged; that is to say, whatever part of my personal estate was unappropriated, including whatever I might be entitled to receive from the Nabob of Arcot's debt to me, I now revoke, and make null and void by this codicil; and instead of applying such monies as above stated, it is now my will and pleasure, and I now direct, that what remains of my personal estate, together with the patrimony or portion I directed after my death to be given to my natural son Alexander Munro, who died in November, 1804,
Page: 440↓
at Bombay, shall be laid out by my trustees in the purchase of lands as contiguous to any of my estates of Novar, Culrain, or Muirtown, as possible, and entailed with the rest of my landed property six months after the purchase is made, and to be immediately afterwards put upon record; and if I have given, as a patrimony or portion after my death, to my natural son Hugh Munro more than 10,000 l., I revoke and recall all the rest of the money, if any more is given to him in my last will and settlement, and direct it to be laid out in the purchase of lands, with the rest of my unappropriated personal estate, as before mentioned, and to be entailed and put upon the record in the same manner with the other purchases to be made. It is also my will and pleasure that the following gentlemen shall be my trustees, and I desire that such as were formerly named by me, and who are not included in the following list, shall be left out. Those now named by me are Thomas Coutts, Esq., banker in the Strand, Edmund Antrobus, Esq., Coutts Trotter, Esq., Edward Majoribanks, Esq., partners of the banking-house of Thomas Coutts, Esq., and Alexander Brodie, Esq., of Arnhall; and that the directions I gave to my former trustees may be followed by my present ones in all respects, except as far as this codicil may make any alteration necessary. It is also my will and pleasure, that, if I have not already, in my last will and settlement, left my sister, Mrs. Ann Watson, 50 l. sterling, yearly, and 50 l. sterling, yearly, to my sister, Betty
Page: 441↓
Munro, all the days of their life, including what they now receive from me; and the longest liver to have the 100 l. sterling yearly all the days of her life. It is also my will and pleasure, that those who are my house servants at the time of my death may receive a year's wages, exclusive of the year's wages current and running; and if my own servant, Donald Aird, shall be in my service at the time of my death, it is also my will and pleasure that he shall have his yearly wages all the days of his life; and if my present grieve, Donald Allan, and my present gardener, George Munro, and my present house-carpenter, Hugh M'Lean, are in my service at the time of my death, I leave and bequeath to each of them 100 l. sterling. (Signed) Hector Munro.”
Before this letter and its enclosure arrived at Inverness, Mr. M'Intosh had set out on a visit to Sir Hector Munro. Upon his return to Inverness, he wrote Sir Hector the following letter, enclosing the scroll to which it referred:—
Oct. 24,1805. Letter of Mr. M'Intosh to Sir Hector Munro.
“I sincerely wish this may find you better than when I left you yesterday morning. I, immediately upon my arrival here, sat down to peruse your letter, and memorandum contained in it, which is so distinct and explicit, that it occurred to me that I might make out the scroll of your intended new deed, without waiting till I had an opportunity of perusing the scroll of the former
Page: 442↓
after my return to Edinburgh; and I now send you enclosed the new scroll, which I have just finished. You will observe that it recalls and revokes the former nomination of trustees, and all the former legacies, and substitutes the new nomination and new legacies in their place; and refers to the former deed as to the keeping up your house and place of Novar, the annuity to the heir, the purchase of lands, and as to all the formal parts of the deed, which must still be preserved, as being the deed referred to in the tailzie, and most material part of your family settlement. If this scroll meets your approbation, you may cause Mr. George Munro to copy it over upon a sheet of paper, having a twenty-nine shilling stamp. The scroll now sent revokes all your former legacies; and, from what you told me, I presume this is your intention, so far as regards the legacies left in money; but, although I cannot charge my memory with particulars, yet I recollect that your former deed contained some distribution of your jewels, arms, watches, rings, &c.; now, if you wish to leave any of those, or any other trinket, as marks of remembrance to particular friends, it may be done in your own plain, expressive words, without any formality, and copied at the place marked X, after the words ‘and thirdly,’ upon the third page of the scroll.”
On the 26th of October, Sir Hector returned this scroll to Mr. M'Intosh in the following letter:
Page: 443↓
“I wish to see the scroll of the first settlement and deed of entail I made, before you make a fair copy of the present one; as, in the first place, I do not wish Mr. George Munro, or any other person, to know my settlements, for many obvious reasons; and it may be proper that the names of those to whom the residue of my personal estate was to have been left to, in different proportions, ought to be named, as well as annulled and revoked. My natural son Hugh was not an officer; but in the civil service of the Company, on the Bombay establishment. I have left my servant; Donald Aird, 20 l. yearly for his life, if he is with me at the time of my death. What I give and bequeath to my sisters is including what they have now from me to make up the 100 l. yearly. My trustees are to follow my former directions, except this last deed makes any necessary alteration. I do not mean to revoke or annul the annuity I left in my former deed to Hugh and Alexander's mothers. I thank God I am not worse than I was when you was here; if any thing, I am rather better, and so Dr. Urquhart thinks.”
Mr. M'Intosh's answer was as follows:—
Oct. 27, 1805. Mr. M'Intosh's answer.
“It gave me great satisfaction to find, from your letter of yesterday's date, that you was then better than when I saw you. I shall attend to the directions you give; but there are still one or two things that require explanation. In the first place, the gentlemen appointed trustees by the former deed (who are pretty numerous) were by
Page: 444↓
it entitled to 500 l. each of them. Now is it your intention that these legacies are to remain, although their nomination as trustees is revoked? or are you to give them to the new trustees, or to both old and new? Secondly, if I recollect, the most valuable part of your jewels were left to Mrs. Ferguson. As she is dead, do you mean they should go to her children ? or how are they (as well as the arms, watches, and other articles bequeathed to your deceased son) to be disposed of? Please to inform me of your intentions as to these or any other particulars you wish to have noticed?”
To which Sir Hector replied:—
Oct. 29, 1805. Sir Hector's reply.
“I do not mean that any trustees of mine should receive any part of the 500 l. but those who are now mentioned in my codicil; viz. Mr. Coutts, Mr. Antrobus, Mr. Coutts Trotter, Mr. Marjoribanks, and Mr. Alexander Brodie, or such of them as shall accept of being one of my trustees. I could not think, if I desired it, that the others would accept of any money when they did not act, or were even mentioned in my last list of trustees. I am sure one of them at least would not. As to my jewels, I leave and bequeath to my grand-daughter, Jane Ferguson, my large single stone diamond ring; and to my grandson, Robert Ferguson, my antique stone of a Parthian King's head, made of a fine oriental stone, in a ring; and I leave to my brother, Sir Alexander Munro, my ring with my mother's hair in it, set with large diamond sparks; and I now revoke
Page: 445↓
and annul the manner these three rings were disposed of in my former settlement. I leave it in my own power to give my ruby ring, set round with ruby sparks, and my ruby spinelle ring, that is, a ruby not come to perfection, or in its infancy, away in my life-time, or after my death, should they then be in my own possession. I have but one gold watch, which I leave to Mr. George Munro, writer in Dingwall, my factor; and arms, or any other trinkets, I leave as they are disposed of in my former settlements. And if I have left the Order of the Bath, set with jewels, my plate, books, pictures, household furniture of every, sort, to any but my heir of entail, as also my horses, carriages, farming cattle, farming implements, milk cows, sheep, and poultry, to any other but him, I revoke and annul the same; and I leave those articles and live-stock to my heir of entail; also all the liquors in my cellar in Novar House to him. I wish you a good journey south; and when you have finished my last codicil, or additional settlement, I request you will send it to me to be signed as soon as possible.”
This was the last letter written by Sir Hector on the subject of his settlements; and Mr. M'Intosh having returned to Edinburgh wrote Sir Hector as follows:—
Nov. 20, 1805. Mr. M'Intosh to Sir Hector Munro.
“Upon my arrival at Edinburgh, I searched among my papers for the scrolls of your deeds of settlements; but the only ones in my possession
Page: 446↓
are the scroll of your original tailzie and trust-deed in 1792. Since that time many alterations were made by other deeds; and, in particular, I find that the tailzie and trust-deed were completely new modelled, and wrote over again by me in 1798; upon which occasion the deeds of the year 1792 were most probably destroyed, and the new deeds (1798) being wrote by me in the country, I either did not make out a complete scroll, or did not preserve it; so that, unless you think that a general deed (such as I sent you a scroll of from Inverness) will be sufficient, we must delay making out this new deed until you have an opportunity of examining the present subsisting deeds, which are in Mr. Coutts' hands. But if you incline it, the material alterations, such as the change of trustees, &c. may be done on a separate sheet of paper, without waiting for the present deed; and perhaps your late bargain with Culcairn may induce you to make some other alterations.”
When this letter arrived at Novar House, Sir Hector was too near his end to be able to answer it; but a letter, of which the following is an extract, was written to Mr. M'Intosh by his factor, Mr. George Munro.
Nov. 25, 1805. Mr. George Munro (Sir Hector's factor) to Mr. M'Intosh, Sir Hector being so poorly as not to be able to write.
“Sir Hector has received your letter of the 20th; and I am exceeding sorry that he is under the necessity of employing me to write you. He has been for some days very poorly indeed, and mostly confined to bed; yet his faculties are
Page: 447↓
perfectly active, and he is transacting business, and granting leases to his tenants; and desires me to say, that what he wished you to make out for him would be done on his going to London, which is impossible, and quite contrary to every appearance, as I do not suppose he will ever walk down stairs; and if what he employed you to draw up is material to himself or others, I should beg leave to suggest the idea that you should extend it, and send it to him to be executed.”
Sir Hector died a short time after the date of this letter, without carrying into effect the suggestion of Mr. Munro, or taking any farther steps towards the alteration of his settlements.
While the above correspondence was going on, Sir Hector commenced and concluded a treaty for the purchase of a neighbouring estate belonging to Mr. Munro, of Culcairn. The minute of sale, dated the 4th December, 1805, stipulated that the property should be conveyed to Sir Hector, and the heirs of entail succeeding him in the lands and estate of Novar.
Respondents' action.
Soon after Sir Hector's death, the Respondents brought their action against the Appellants, concluding for a declaratory decree, finding, “that the writing of the 21st of October, 1805, is a valid deed and an effectual part of Sir Hector Munro's settlements, having the legal effect, in the first place, of recalling the nomination of trustees appointed by the trust-deed of 1798, and of empowering the Pursuers (Respondents) to act in their room; in the second place, that, by the
Page: 448↓
The action came on on before Lord Meadowbank, (Ordinary,) who made avisandum with the cause to the Court, and ordered informations, which the Court having advised, on the 20th of January, 1808, pronounced this interlocutor:—
“On report of Lord Meadowbank, and having advised the mutual informations for the parties and whole cause, they sustain the codicil libelled on, executed by Sir Hector Munro upon the 21st of October, 1805, as explanatory of, and modifying, his latter will and testament, and remit to the Lord Ordinary to hear parties farther on the other points of the cause, &c.”
A reclaiming petition was given in, but the Court adhered to the interlocutor; whereupon the Appellants appealed.
M'Farquhar v. Calder, 1779.— Douglas v. Earl Morton, 1771. Dempster v. Wilson, 1799.
Griffin v. Griffin, 4 Ves. 197.— Mathews v. Warner, 4 Ves. 186—210.—5 Ves. 23.
Mr. Adam and Sir S. Romilly (for Appellants) argued, that it was clear, from the whole of the correspondence, that the paper in question was never
Page: 449↓
Erskine, b. 3. 1. 2. s. 22, 23.
Messrs. Leach and Horner (for Respondents) contended that this was not a paper of instructions, but, in itself, a settled testamentary paper. It was merely a question of construction of the instrument itself, from which its meaning was to be collected,
Page: 450↓
The
July 7, 1813. Observations aud Judgment.
Page: 451↓
Court of Session said nothing as to the letter of the 29th October, 1805.
The words of the interlocutor gave the appellation of a codicil to the paper of the 21st of October, 1805, but said nothing as to the letter of the 29th of October, 1805; and yet, if the other was of a testamentary nature, their Lordships could not refuse to consider this as of the same character. Here, then, was a former will proved. The Court of Session had decided that the paper of the 21st of October was a codicil explanatory of, and modifying, the will, but had given no judgment as to the letter of the 29th of October, 1805, which altered the paper of the 21st. He mentioned this, as he wished to draw the attention of their Lordships to the circumstances, to see whether the judgment would affect any suit as to this matter in the Ecclesiastical Court. His opinion was, that it would not necessarily do so.
Correspondence properly admitted in evidence, but the Court below ought to have examined the agent and factor.
The written correspondence on this subject had been admitted as evidence, and he thought properly admitted, as the paper was of a doubtful and ambiguous character, and required explanation; but they should have gone farther. Upon what principle did
Page: 452↓
He laid out of view the fact that it was the object of the testator to realize a part of his personal estate for the purchase of an estate in land to go to his heirs of entail, as it did not appear to him to bear upon the present question.
If the paper was not in itself testamentary, its being holograph and signed did not alter its nature.
Here too he would observe in one short word upon the fact that the paper was holograph and signed. That holograph writing and signature gave faith in Scotland was true: but still the question occurred, What was this paper? If it was not a will, its being holograph and signed did not alter its nature.
No sudden death to prevent the execution of a formal instrument.
View of the nature and effect of the correspondence.
Testator's calling the paper a codicil signified nothing. Question was, Whether it really was one?
The paper merely a paper of instructions.
He would also remark here, that it was admitted on all hands, that, if the paper was only instructions, there was no sudden death nor accident to prevent the regular execution of a codicil. The true question then was, Whether the paper of the 21st of October, 1805, was to be taken as instructions for a will, or in its own nature and effect testamentary? He agreed that there was much in the words used in the paper of the 21st of October of the nature of testamentary language; but then, if it was meant that another should prepare the actual codicil, and this was intended as instructions, it was not surprising that the instructions should have been written in a language that should have much of the character of a will. The paper began, “ I wish a codicil to be made to my last will and testament in the following manner.” Now this rather denoted that the instrument should be made
Page: 453↓
Page: 454↓
“ When you have finished my last codicil, or additional settlement, I request you will send it to me to be signed as soon as possible.”
This was demonstrative that the last codicil was something which M'Intosh was to prepare or finish, and which Sir Hector was to complete by signing. M'Intosh accordingly, on the 20th of November, 1805, wrote for farther instructions; and George Munro (the factor) answered, by command of Sir Hector, stating, “that he was desired to say, that what Sir
Page: 455↓
Law of wills as to personal property ought to be placed on a more solid foundation.
Page: 456↓
The paper of the 21st of October, which the Court of Session had sustained as testamentary, was not in the hands of Sir H. Munro, but in the hands of M'Intosh. That was an important circumstance with a view to the question, Whether it was, or was not, intended as a mere paper of instructions?
It appeared that in October, 1798, Sir Hector Munro had executed a deed of entail and a trust-disposition, and likewise a will in the English form, having reference to the trust, and bequeathing his property situated out of Scotland to trustees, for the purposes of the trust; and, in 1798 and 1799, it appeared that he had executed two codicils to his trust-disposition. In 1805 he conceived the intention of altering his settlement, and wrote a paper beginning with these words:—
“I wish a codicil to be made to my last will and testament in the following manner.”
There were two papers of this description; one of which remained with Sir Hector Munro, and the other, which was more perfect, and which had been considered by the Court below as a codicil, had been given to M'Intosh. The paper was sent in a letter of the same date, in which Sir Hector gave his reasons for wishing to have certain alterations made in his settlement; and it had evidently been sent for the purpose of having a more formal instrument drawn. M'Intosh accordingly sent a scroll of a new instrument; but this not coinciding exactly with the ideas of Sir Hector, the latter wrote in reply to the former, in terms which amounted in effect to this, that M'Intosh had, to a certain extent, mistaken his meaning. This showed that the intention of the testator was
Page: 457↓
It had frequently happened, when instructions were left signed for bequeathing personal property, and the testator wishing to carry them into effect by a formal instrument, had been prevented by sudden death from so doing, that the instructions were sustained as themselves testamentary. M'Intosh appeared to refer to this in his letter of the 20th of November, 1805, when he said, “If you incline it, the material alterations, such as the change of trustees, may be done on a separate sheet of paper, without waiting for the present deed.” Sir Hector's factor, G. Munro, wrote in answer to this, “that Sir Hector had been very poorly indeed for some days, and mostly confined to bed; but that his faculties were perfectly active, and that he was transacting business and granting leases to his tenants;” and then he stated that he was desired to countermand the instructions formerly given to M'Intosh, as Sir Hector wished to delay the execution of his purpose till he went to London. This clearly took the paper in question out of the range of those papers of instructions where sudden death prevented the execution of an intended more regular and formal instrument; and no step had been taken to get a more formal instrument signed, though suggested by Mr. G. Munro.
Page: 458↓
Sir Hector never made up his mind on the paper so as to make it in itself testamentary.
All the arguments in support of this paper as testamentary proceeded on the assumption that it was what it really was not. Though he called it “ my codicil,” as if it had then been an actual codicil; yet he evidently referred to a future act—to a codicil to be made. It was clear that Sir Hector had never made up his mind on that paper, so as that it should in itself operate as a disposition of his property. He therefore concurred in opinion with his noble and learned friend, that the judgment ought to be reversed.
“Ordered and adjudged, that the interlocutors complained of be reversed, so far as they sustain the paper libelled on (in the interlocutor of the 20th of January, 1808, termed a codicil, and therein expressed to have been executed by Sir Hector Munro upon the 20th of October, 1805) as explanatory of, and modifying, the last will and testament of Sir Hector Munro. And it is further ordered, that with this reversal the cause be remitted back to the Court of Session, to proceed therein as is just.”
Solicitors: Agent for the Appellants, Campbell.
Agent for the Respondents, Fraser.
