Mrs Katherine Maitland v. Major Forbes, (et e. contra,) [1754] UKHL 1_Paton_570

UKHL
Mrs Katherine Maitland v. Major Forbes, (et e. contra,)
[1754] UKHL 1_Paton_570 · 1754-02-12
1. Held restrictions of entail only to apply to the heirs-female. 2. Also held, that a retour of service bearing that the party was served nearest heir of tailzie in general was good, though it did not mention to what estate, or by virtue of what deed of tailzie, and carried right to every subject in that character.20th Jan. 1700.Sir Charles Maitland of Pitrichie being seized of the lands of Pitrichie in fee-simple, descendable to heirs-general, executed an entail of this estate. By this deed of entail he resigned his lands in favour of himself in liferent, and to Charles Maitland, his only son, in fee, and the heirs-male to be lawfully procreated of his body, and the heirs-male of their bodies; which failing, to any other heir-male to be procreated of his own body; which failing, to the heirs-female to be lawfully procreate of the said Charles Maitland's body, and the heirs-male of

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He reserved full powers to alter or to burden; and in the event of the estate coming to his daughters, he imposed this condition, “that they should be obliged to marry a gentleman of the Reformed Protestant religion, who is not cousin-german to her, nor within the forbidden degree, of the surname of Maitland , and bearing the arms and family of Pitrichie.” And if they marry a gentleman of any other name, they shall assume the name and arms of Maitland; and their not doing so, and not marrying a person of the Reformed Protestant religion, is thereby declared a contravention, and forfeiture, of all title to the estate. It had also this proviso:—That it should not be lawful “to any of my daughters or heirs female,” who happen to succeed, “to sell, annailzie, or dispone the same, nor to wadset or impignorate the lands, nor to burden the same with any sum of money above 20,000 merks.”And if the estate became burdened by the previous heir with this sum, then they were strictly prohibited from burdening it with any further sum.The entail was recorded during Sir Charles' lifetime; and he soon thereafter died, without altering the tailzie.April 1, 1703.His son Charles, now Sir Charles Maitland, succeeded him, and by deed of this date he ratified and

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May 5, 1704.May 24, 1704.The estate then devolved upon Jane Maitland, the appellant's mother, as the entailer's eldest daughter and heir-female under the entail. She was served and retoured heir of tailzie in general to her brother, whereby she had right to her brother's charter, and to the unexecuted precept of sasine therein contained, and of this date took infeftment on it. It is the regularity of this service that forms the question in the cross appeal.June 8, 1733.1746.Jean Maitland married a son of Lord Arbuthnot, who complied with the conditions of the entail, in so far as taking the name and wearing the arms of Maitland were concerned. She survived her husband, having issue with him, a son, Charles Maitland, advocate. Of this date she disponed to him and the heirs of his body; whom failing, to return to herself, and to any other heirs-male to be procreate of her body; which failing, to the heirs-male of the body of her sister Mary, second daughter of the deceased Charles Maitland of Pitrichie, elder, &c., the lands of Auchincrieve and Skillmannell, being parts of the tailzied estate; and upon this deed Charles Maitland was infeft. She died in 1746, leaving this son and two daughters, Katherine the present appellant, and Ann Maitland.In making up his title to the estate, it occurred to Mr Maitland that the limitations in the entail of his grandfather, Sir Charles, were only imposed upon daughters and heirs-female, and as he was not an heir-female but an heir-male, the two restrictions against

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1747.In 1747 he then made a new settlement in favour of himself and the heirs whatsoever; whom failing, to the appellant, Catherine Maitland, his eldest sister, and the heirs of her body; whom failing, to Ann Maitland, his youngest sister, and the heirs of her body; whom failing, to the respondent Captain Arthur Forbes, the eldest son of Mary Maitland his mother's immediate younger sister, and the heirs-male of his body, &c.Charles Maitland, the maker of this last settlement, died in 1751, without issue, whereupon the appellant, his eldest sister, entered into possession of the estate; but her possession was contested by Major Forbes, as heir-male of Mary , the entailer's second eldest daughter, who claimed to succeed preferably to the heir-female of Jean , the entailer's eldest daughter.Mutual declarators being brought, Major Forbes maintained, l st , That Mr Charles Maitland was affected by the limitations of the entail, and could not alter it, or introduce a new destination into the succession. 2 d , That Jean Maitland's retour of service as heir of tailzie in general to her brother was inept, as it did not mention what particular tailzie, the date thereof, or describe the lands entailed; and her brother might have had other entails; and no parole evidence was competent to supply this defect in the retour.The appellant maintained in answer, 1 st , That the limitations of the entail were only laid on daughters

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July 13, 1753.On report of the Lord Ordinary, the Court, of this date, pronounced this interlocutor:—the destination of the succession to the estate to Pittrichie, settled by Sir Charles Maitland, his grandfather, by the said tailzie 1700, and by his uncle Sir Charles' ratification and settlement 1703, and charter following thereupon, in prejudice of Major Arthur Forbes the purchaser of the brieve; and that the deed granted by the said Charles Maitland, advocate, to himself and his sisters, cannot bar the said Major Arthur Forbes from prosecuting his brieves, and being served heir of tailzie to the said Mr Charles Maitland, his cousin. And decern and declare accordingly.”
“The Lords having heard the report of Lord Shewalton, of the procedure before the macers and their assessors, in the service of Major Arthur Forbes, as heir of tailzie to Sir Charles Maitland his uncle, and in the other service as heir of tailzie to Mr Charles Maitland his cousin, writs produced, excerpts of retours taken from the records of chancery, and parties' procurators thereon, they (by the opinion of ten judges against two) repel the objections to the general retour of the service of Mrs Jean Maitland, as heir of tailzie to the deceased Sir Charles Maitland, her brother, and find, that the said general retour did carry the procuratory in the tailzie 1700, and ratification and settlement 1703, and charter following thereon: And that therefore the said Major Arthur Forbes cannot be served heir of tailzie to his uncle Sir Charles: But find, that Mr Charles Maitland, advocate, could not gratuitously alter

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Aug. 9, 1753.On reclaiming petition the Lords adhered.Against these interlocutors the present appeal was brought by the appellant, in so far as they decide against her right to the estate, in preference to Major Forbes.Pleaded by the Appellant:— Pleaded by the Appellant:— By the law of Scotland, every proprietor or fiar of an estate tailzie is at liberty to alien and charge the tailzied estate, unless he be expressly prohibited from so doing by the entail itself. By the deed in question it is manifest that the maker intended to favour male-heirs over female, and the whole scope of the deed is directed to this object. It is equally clear to have been a part of his intention, not to make a perpetual or unalterable line of succession, in so far as these male heirs were concerned; and the favour he shows them is precisely this, by leaving them free and unlimited possessors, while the real limitations are only imposed on the heirs-female. The terms, heirs-female, are here descriptive of daughters, and in contradistinction to males descended of daughters. It is not denied that this is the meaning in which the maker understood the word daughters. Thus

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Pleaded for the Respondent:— Pleaded for the Respondent:— It is admitted by the respondent that the restrictions of the deed of entail of 1700 are not imposed on the heirs-male, but only on the heirs-female. Mr Charles Maitland, advocate, was in law an heir-female, and not an heir-male; because he was descended of a daughter, or heir-female. Being, therefore, one of the heirs-female, he was one on whom the restrictions of the entail were imposed, and consequently debarred from altering the succession arranged by the entail. And in regard to the general service of Jean Maitland, it is quite a settled rule in our law, that there is no ipso jure transmission of rights from the dead to the living. Until, therefore, the estate is taken out of that person, by an infeftment following upon

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After hearing counsel, it was

Ordered and adjudged, that the said original appeal and the said cross appeal be, and the same are hereby dismissed this House; and that the said interlocutors therein complained of, be, and the same are hereby affirmed.Counsel: For Appellant, Wm. Murray, A. Hume Campbell. For Respondent, Wm. Grant, C. Yorke.Note .—Lord Elchies has an elaborate note on this case, vide “Retour,” Elchies' Notes, vol. ii. No. 3. On the objection to the retour he says, “Some were of that opinion because of the forty years' prescription; others because of the excerpts, which I thought signified nothing in this question.”—See also Kames' Dec. p. 53. See Cathcart, v. E. of Cassils , 16th Nov. 1802 (M. 14447) as affirmed in part and remitted with instructions from the House of Lords (1805) and finally held in the Court of Session when considering this remit (1807), that a general service, as “heir of line, and heir-male,” not being equivalent to a service as heir of provision, could not connect with a particular deed, which destined the estate in favour of a certain series of heirs. There seems, after it was so adjudged by the Court, to have been a second appeal in this case, where the judgment of the Court of Session was in part struck at, as unwarranted by the former remit:—viz.9th May 1810.interlocutors with regard to the lands of M'Gowanston, Mill of Drumgairlock, Dennymuck, Whitestone, Pennyglen, barony of Greenan, and lands of Balvaird, and that the Court of Session were not authorised to review their interlocutors with relation thereto, by the said order of this House, and that such parts, therefore, of the said interlocutors of the Court of Session of the 10th of February and 24th November 1807, as have relation thereto, being unauthorised by the remit of this House, are null and void (being the parts of the interlocutors which are unfavourable to the appellant Blane) (Cathcart's trustee), and as such complained of in his appeal, and with this declaration, It is ordered and adjudged that the appeal be dismissed.”
“The Lords find, that it was not the intention of this House, in its order of 24th May 1805, either specially or generally to remit to the Court of Session to review their

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—Vide —Vide case infra.