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KINDERSLEY, V.-C., said that it had been decided that a gift to the children of A, simply, would make them joint-tenants, even although after-born children were included. The question was, as to the effect of the words, as they should come of age." In Woodgate v. Unwin (loc. cit.), it was decided, that if the interests did not vest till twenty-one, there was a tenancy in common. In Kenworthy v. Ward (loc. cit.), Vice-Chancellor Wood said, that it was impossible to reconcile Woodgate v. Unwin with the general current of authorities, if the principle laid down in that case was, that where there was a gift to children on attaining twenty-one, the mere circumstance of these children coming into esse at different periods was of itself sufficient to convert the joint-tenancy into a tenancy in common. But in Macgregor v. Macgregor (loc. cit.), Lord-Justice Turner said that Woodgate v. Unwin was not decided on that principle, but on the principle that in order to constitute joint-tenancy the property must vest at once, and not at twenty-one, as otherwise some co-tenants might take vested and other contingent interests. Woodgate v. Unwin was therefore not at variance with the other authorities.

It

was clear that the interests given by the will to

Charles White and Jane White were not vested till twenty-one; so that, in accordance with the cases, his Honour held that the will created a tenancy in common, and that by the death of Charles White under twenty-one, the gift to him had lapsed.

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Will-Secret Illegal Trust-Legal Estate. A devise, accompanied by a secret illegal trust, passes the legal estate to the devisee.

9 Geo. 2, c. 36, s. 3.

Robert Hicks devised real estate to Mary Hicks for life, remainder to Henry Sweeting and John Sweeting

in fee.

Robert Hicks died in 1825, leaving John Hicks his heir-at-law; John Hicks died in 1827.

John Sweeting died in 1838; Henry Sweeting, by a will dated 1847, devised his real estate to the plaintiff and the Rev. Henry Sweeting, upon certain trusts therein declared, and died in 1848; and the Rev. Henry Sweeting died in 1856.

Baily, Q.C., and Renshaw, for the plaintiff, contended that he was a trustee, and therefore entitled to the relief asked. The legal estate passed by the will, Lewin on Trusts, 54 (4th ed.).

Osborne Morgan, for the cestuis que trusts under the will of Henry Sweeting, supported the same view, and contended that, as no heir-at-law could be found, they were entitled to the beneficial interest, for there could be no equitable escheat,

Burgess v. Wheate, 1 Ed. 223.

Wickens, for the Crown, did not dispute the autho rity of Burgess v. Wheate, notwithstanding the dicta of the Master of the Rolls in,

Barrow v. Wadkin, 24 Beav. 23; but he contended that the plaintiff had neither legal nor equitable interest, and, therefore, the bill ought to be dismissed. The legal devise was void, 9 Geo. 2, c. 36, s. 3. Baily, Q. C., in reply.

The following cases, in which the Court had dealt with secret illegal trusts, were also cited :Adlington v. Cann, 3 Atk. 141;

Edwards v. Pike, 1 Ed. 267;

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KINDERSLEY, V.-C., said that the meaning of the expression "secret trust" was, that there had been a promise, either express or implied, by the devisee to the testator to the effect that the devisee would deal with the property according to the wishes of the testator, although nothing but a simple devise appeared in the will. Suppose a testator devised to A, who agreed that he would convey to B; B could come to this Court and, while admitting the legal devise, could obtain relief on the ground that it would be against conscience and good faith for A to claim to be owner, and to contend that nothing could be imported into the will. But if A had not made any promise to the testator, a mere expression of the intention of the testator could not, unless it appeared in the will, give any right to B. That was the simplest case. But now import into the case the circumstance that the under The plaintiff, being in possession, filed this bill, standing was that the devisee should convey to a charity. admitting that the devise to Henry Sweeting and John Unless the Statute of Mortmain contained anything Sweeting was made under an understanding with altering the state of things, the same principle must them, that they would convey the property to or in be applied. A Court of Law could not declare such favour of the Free Grammar School at Godmanchester, a trust, and could not even look at the circumstances and praying that the rights of persons interested in which would constitute such a trust: such a Court the devised property might be declared. could only look at the will itself. Now the Court The question was, whether the will had passed the of Equity looked upon the legal devise in the same legal estate.

Mary Hicks died in 1862, and no heir of John Hicks

could be discovered.

manner as a Court of Law. The Court held that a

party was entitled to come here on the ground that it would be against conscience that the devisee should hold the property for his own benefit; and, as what was intended could not take effect, the Court would decree a trust for the heir.

A summons had been taken out for the 10th of July last, and the witness attended. The examination was adjourned till the 20th; but the witness, having received notice from the plaintiff that the examination would not then be proceeded with, did not attend. No adjournment of the examination was made.

Faber now moved that the witness might be ordered to attend, and cited,

That was according to the general scope of the cases. There was no instance in which an heir-at-law had An appointment was afterwards made by the plaintiff attempted to go into a Court of Law, but there was for the 25th of November, and on the 21st a notice case after case in which the heir had come here. If thereof was served on the witness, and an insufficient there were a legal remedy, every one of those cases tender of money was left with him, which he refused to would have been wrongly decided; for where the legal accept, and on the 25th he did not attend the examiremedy was adequate the Court would send parties to nation. a Court of Law. It was urged that in Adlington v. Cann (loc. cit.) it appeared that there was an idea in the mind of the Judge of a legal right in the heir; but it was not fair to say that. In Adlington v. Cann there was a bequest of leaseholds, &c., as well as real estate, to one who was executor, and to whom also personal estate was given; and in respect to that alone the Court might entertain his bill. Lord Hardwicke having thought that a secret trust was not made out, gave the heir-at-law an opportunity of going to a Court of Law, of which, however, she did not avail herself.

Payne v. Hall (loc. cit.), before Lord Eldon, had been referred to as showing that the heir had a legal right; but such an idea would be contrary to all the

decisions of Lord Eldon.

His Honour said that, in accordance with recent decisions and the general opinion of the profession, and in the absence of any decision to the contrary, he was of opinion that the devisees took the legal estate, and therefore had a right to come to the Court for relief.

With respect to the doubts that had been thrown upon Burgess v. Wheate, his Honour thought, as it had been an authority for so long, and so many titles must depend upon it, that great evil would arise from overruling it; but he was not expressing any opinion as to whether an alteration of the law by the Legislature would not be desirable.

His Honour dismissed the bill as against the Crown, but said, that inasmuch as the Crown had, in combating the plaintiff's right to come into the Court, been in effect contending that the legal estate was in the heir, and therefore that the property escheated, the dismissal would be without costs.

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35 Gen. Ord. r. 14.

Osborne, Q. C., and J. T. Humphrey opposed the motion, on the ground—

1st. That, as the examination had been discontinued without adjournment, the witness was not bound to attend again without a fresh sunimons.

2nd. That the tender was insufficient.
Faber, in reply.

KINDERSLEY, V.-C., said that there was nothing in the rules or orders of the Court directing how an ex

amination should be continued when it had not been

adjourned; and therefore he should follow the practice in Chambers, which, upon inquiry, he found required, under like circumstances, that a fresh summons should

be taken out.

Minute.-Motion refused, with costs.

Wood, V.-C.

10 DEC. 1863.

WALSHAM v. STAINTON (2). Practice-Production of Documents-Privilege -Accountant's Reports.

On summons to produce documents used by defendant in a former litigation in which the same matters were in question:

Held, 1st. That drafts of answers, affidavits, &c., filed were protected.

Held, 2nd. That counsel's briefs, except instructions and observations for counsel, and remarks by counsel, were

| not protected, but would not be ordered to be produced so far as they contained copies of documents otherwise produced.

Held, 3rd. That accountant's reports, and semble, also extracts made by accountants from the accounts, were protected.

An accountant employed by a solicitor in getting up the defence is the solicitor's clerk pro hac vice.

This case came on on summons adjourned from Chambers, for the production of certain documents. The object of the suit (which is reported on demurrer,

2 N. R. 312, and 1 H. & M. 322, and ante, p. 56,) was to set aside the sale of certain shares in the Carron Iron Company, alleged to have been bought by H. Stainton and J. Stainton at an undervalue, in consequence of their frauds upon the company. These frauds by the Staintons had been the subject of previous litigation in this Court, to which the Carron Company had been parties (see Stainton v. The Carron Company, 24 Beav. 346; Maclean v. Dawson, 27 Beav. 21, 25). The company were also defendants in the present suit.

66

The company having been required to make a further affidavit as to documents, filed an affidavit objecting to the production of certain documents specified in the schedule, on the grounds that they consisted of confidential communications, which passed between the agents of the company on the one side and the legal advisers of the company on the other side, or between the several legal advisers of the company, and of documents confidentially prepared on behalf of the company by such legal advisers, or under their direction," as to part for the purpose of the suit of Stainton v. The Carron Company; and as to the remainder for the purpose of the suit of Maclean v. Stainton, and other similar suits.

Rolt, Q.C., and Cotton, for the Carron Company, contended that even extracts and compilations from the accounts would be protected. The very juxta position of the items selected by the accountant might give the plaintiff an insight into their case, Steele v. Stewart, 1 Ph. 471.

WOOD, V.-C., said that the present case came within a principle which was sufficiently established-the principle, namely, that where a solicitor employed in a case of great difficulty, found that a portion of the work was of too intricate a character for him to advise upon it, and called in some person, such as an accountant, to assist him, that person was treated as the solicitor's clerk pro hac vice, as it was put by Lord Lyndhurst in Steele v. Stewart (loc. cit.). The London Gas Light Company v. Chelsea (loc. cit.) had no direct application to the present case; for it did not appear from the report of that case whether the reports there in question were prepared for the purpose of the litigation, or, in fact, for what purpose they were prepared.

With regard to the drafts, they must be protected. When the answer was filed it became publici juris, but the drafts were anterior to publication, and the successive alterations in them might disclose the exact

The documents, the production of which was sought character of the confidential communications between and objected to, were

the client and solicitor, preparatory to framing the

1st. Drafts of answers and affidavits filed in the documents to be put on the file. former suits.

2nd. Briefs of counsel used in those suits.

3rd. Reports of an accountant prepared for the purpose of the defendants' defence in the same suits.

The items under the last head principally referred to were described in the schedule as "a report by Henry Chatteris, accountant, and five accounts referred to in it, and supplemental report by him, and account referred to in it as part instructions for answer,' "copy report prepared by the above-named Henry Chatteris,' and 66 sums improperly withdrawn by Henry Stainton."

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[Wood, V.-C., referred to,

Curling v. Perring, 2 My. & K. 380.] That was a case of a witness. There was nothing to show that these documents were prepared by the accountant with a view to his giving evidence as a witness. It must clearly appear from the description of the document in the schedule, that it was privileged. [Wood, V.-C., referred to a similar case which had come before him at Chambers. He had there held that the accountant's reports and observations were privileged, but the accounts themselves and all extracts from them made by the accountant must be produced.]

Then, with regard to the briefs to counsel, if the identical things briefed were documents of which office or other copies were already given, the Court would abstain from ordering production of those briefs, at the mere risk of doing something beyond the privilege of solicitor and client. But so far as the briefs contained copies of things which were publici juris, and not otherwise produced, they were not protected. The instructions, however, and observations for the benefit of counsel, and the remarks of counsel, and even their pen-marks would be protected; for the other side were not entitled to know the advice given in that form, any more than any other kind of advice.

With regard, lastly, to the most important class of documents sought to be protected, those various reports of Henry Chatteris, it was distinctly sworn in the body of the affidavit, that they were documents confidentially prepared in the previous litigation by the legal advisers of the defendants, or under their direction. Now, the Court was entitled to look into the schedule to see if the description of the particular documents corresponded with the general description given in the body of the affidavit; but it was not requisite, as contended by Mr. Giffard, that it should from appear the description in the schedule that they were necessarily of a character to be protected. It was enough if the Court by reasonable intendment could hold that the documents were of the character positively sworn to in the body of the affidavit. There was nothing in the particular description of those documents in the schedule, which in any way contravened the general

description of them which was sworn to. That being so, the Court must assume that they were really of that character. Now there were two classes of cases represented by Curling v. Perring (loc. cit.) and Stewart v. Steele, in which the Court extended protection to the person against whom discovery was sought first, the client was entitled to have full communication with his legal advisers; and, secondly, they must have full and unreserved communication with any persons as witnesses in the cause, without the other side being able to extract by production or otherwise any discovery of what had passed between either the client and his solicitors or his solicitors and the witnesses. Those documents would be privileged under either of those heads. So far as they contained remarks and observations of the accountant, his Honour, having regard to the principle stated above, had no doubt. And even if any of them contained mere extracts from the accounts, Mr. Rolt's arguments had considerably shaken his Honour's mind as to the correctness of his decision at Chambers, in the case to which he had referred. But he could not necessarily infer that any of those documents did consist simply of extracts from the company's books. The item, for example, described as "sums improperly withdrawn by Henry Stainton," could not possibly be a mere extract, for, of course, Henry Stainton, who kept the books, would not enter any sums under that heading. Even with regard to mere extracts, however, it would be interfering with the freedom of consultation with the solicitor, if the extract made for the purpose of the suit out of a voluminous set of books were ordered to be produced, for it would inform the other side of what the solicitor or his clerk pro hac vice, considered important to the

сазе.

No documents, therefore, would be produced, except those particular briefs of which no account was given elsewhere, excluding all instructions, observations, and remarks.

Wood, V.-C.

FREEMAN v. ELLIS.

3, 11 DEC. 1863. Exoneration-Lunacy-16 & 17 Vict. c. 70 (Lunacy Regulation Act, 1853).

A testator devised estates A and B in trust for payment of his debts, and afterwards purchased estate C. Subsequently he was found a lunatic, and under an order in the lunacy estates B and C were mortgaged, for payment of certain debts of the lunatic and costs, with a proviso in the deed that as between the lunatic, his heirs, and devisees, estate C should be the primary security:

Held, that the mortgage debt was payable out of the proceeds of the devised estates in exoneration of estate C:

Semble, it is not ultra vires, under the Lunacy

Regulation Act, 1853, section 116, for the Court sitting in lunacy to insert a proviso in a mortgage of the lunatic's estates, making one estate the primary security.

John Freeman, by his will dated the 9th of December, 1851, devised his Kenton estate, his Aspall estate, subject to a life estate given to his wife, and his Monk Sohan estate, subject to a life estate given to E. Garneys, to trustees, upon trust to sell and to hold the proceeds upon the trusts thereinafter declared of his personalty, and he bequeathed his personalty to his executors upon trust to get in and convert and to hold the moneys upon trust in the first place, to pay and discharge all his just debts and funeral and testamentary expenses and his legacies, and subject thereto to divide the same into seventeen equal shares, and pay them to his seventeen nephews and nieces therein named. The will contained no residuary devise.

In 1858 the testator purchased the Hopton estate for 1,3257., and immediately after the conveyance of it to him deposited the title deeds with his bankers, to secure the balance due or to become due on his account.

On the 15th of December, 1859, the testator was found a lunatic by inquisition.

By the Master's Report in the Lunacy, dated the 6th of July, 1861, after stating debts due from the lunatic's estate, including the banker's debt and the costs of the lunacy, amounting together to 1,5227. 1s. 9d., and that having regard to the 116th section of the Lunacy Regulation Act, 1853, it was just and reasonable and expedient that 1,6007. should, for the purpose of paying the said 1,5221. 1s. 9d., be raised by the committees of the estate by mortgage of the Hopton estate as primarily liable, and of a sufficient part of the other real estates of the lunatic mentioned in the schedule (which comprised all the lunatic's real estate), the Master submitted that it should be ordered that, having regard to the 116th section of the Lunacy Regulation Act, 1853, for the purpose of paying the said debts, 1,6007. should be raised by the committees by mortgage of the Hopton estate as primarily liable, and of a sufficient part of the other real estate, and that it should be referred to the Master to settle and approve a proper mortgage accordingly.

By an order, dated the 24th of July, 1861, the report was confirmed by the Lords Justices, and it was ordered accordingly.

In pursuance of such order a mortgage in fee of the Kenton and Hopton estates was executed to R. C. Maul, to secure 1,6007. and interest. The mortgage deed contained the following clause :

:

"Provided always, and it is hereby declared, that as between the said John Freeman, his heirs and devisees, the said lands and hereditaments and premises at Hopton aforesaid shall be considered and taken as the primary security for the repayment of the said sum of 1,600%., and all interest thereon."

The testator died in March, 1862. His personal estate was insufficient for the payment of his debts, and thereupon a question arose between his heir-atlaw and the persons entitled to the proceeds of the conversion of his devised real estates, as to which estate should bear the burden of the 1,6007. mortgage, and the present suit was instituted accordingly.

The points argued were,

1st. Whether the Lords Justices had jurisdiction to direct a mortgage to be executed containing the clause set out above.

2nd. Whether, notwithstanding the clause, and assuming it to have been properly inserted, the Hopton estate ought not to be exonerated by the estates specifically devised for payment of debts.

It was conceded that Locke King's Act (17 & 18 Vict. c. 113) had no application to the present case.

Rolt, Q.C., and B. B. Rogers, for the plaintiff, one of the nephews

On the 1st point referred to,

The Lunacy Regulation Act, 1853, ss. 116, 119,

139.

Independently of the Act, the heir had no equity,
Ex parte Blomfield, 1 Ves. Jun. 453;
Oxenden v. Lord Compton, 2 Ves. Jun. 69;
Ex parte Phillips, 19 Ves. 123.*

On the 2nd point they cited,

Hamilton v. Worley, 2 Ves. Jun. 62;

Graves v. Hicks, 6 Sim. 398;

They might have ordered a mortgage of the Hopton estate alone, as the best mode of raising money; and, having this larger power, they had what must be considered the smaller power, of declaring the order of liability between the estates selected to be mortgaged. His Honour's decision, however, did not turn on the question of jurisdiction, for, rightly understood, the proviso in question had really nothing to do with the matter.

The question, whether a particular estate ought to be exonerated or not always depended on the testator's intention expressed in his will. Graves v. Hicks (loc. cit.), and the other cases cited, had no bearing on the point, for in all those cases the question was, whether the debt was in reality the testator's debt or not. Even if it were his debt in a sense, as where he had entered into a covenant to pay a mortgage debt on a transfer of it, the Court had held it was not in strictness his debt, because his personal estate had never had the benefit of the advance. That was the principle upon which Graves v. Hicks had been decided. Now there was no question that the mortgage debt in the present case was the testator's own debt, and, if so, it ought prima facie to be paid out of the fund expressly provided by the testator's will, for the payment of his debts. Did the proviso in the mortgage deed make any difference in this respect? His Honour thought not. It was inserted apparently because the Lords Justices in administering the lunatic's estate thought the Hopton estate the most fit to be mortgaged,

Duke of Ancaster v. Mayer, 1 Bro. C. C. 454; but, as the mortgagee required better security, they

1 W. & T. L. C. 505;

Loosemore v. Knapman, Kay, 123;

Ex parte Digby, Jac. 235;

Lady Langdale v. Briggs, 8 De G. M. & G. 391. A will spoke from the testator's death only as to the property comprised in it,

Bullock v. Bennett, 7 De G. M. & G. 283.

Giffard, Q.C., and Dewsnap and Broke, for defendants in the same interest.

Phear (Sir H. Cairns, Q.C., with him,) contended

As to the 1st point, that the Lunacy Act empowered

the Lords Justices to deal with the lunatic's estate for

his personal benefit only, and not so as to alter the rights of other persons after his death. The insertion of the clause, therefore, was ultra vires.

As to the 2nd point, if the Hopton estate had been mortgaged alone, there could have been no doubt of the heir's title to be exonerated. Could the fact of

included other estates. The intent and purpose of the proviso, therefore, was not to alter the directions in the testator's will, which must be assumed not to have been known, but to provide for the Hopton estate being first made available in event of the security being enforced by foreclosure or sale. For example, if the mortgagee had exercised his power of sale, and had found it necessary to sell more than the Hopton estate, the surplus moneys would have gone wholly to the credit of the second set of estates. The 139th sec tion of the Lunacy Regulation Act, 1853, did not help the interpretation of the proviso, for that section merely gave validity to the mortgage and made it the lunatic's own. If his Honour had thought that the proviso in question had any further effect than he had stated, so as to alter the directions contained in the testator's will, he would have felt bound to give more consideration to the question of the Lords Justices' jurisdiction

to insert it.

Minute. Declare that the mortgage debt ought to

other estates being included in the mortgage alter his be paid out of the testator's residuary personal estate

rights ?

Rogers, in reply.

WOOD, V.-C., was not prepared to say that the insertion of the proviso in the mortgage deed exceeded the authority of the Lords Justices sitting in Lunacy.

in the first instance, and then out of the fund by his will provided for the payment of his debts.

*Note.-See on this point,

Re Leeming, 3 De G. F. & J. 43.

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