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You are here: BAILII >> Databases >> Scottish Court of Session Decisions >> Pattison v. Henderson and Others [1866] ScotLR 2_232 (20 July 1866) URL: http://www.bailii.org/scot/cases/ScotCS/1866/02SLR0232.html Cite as: [1866] SLR 2_232, [1866] ScotLR 2_232 |
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Page: 232↓
( ante, vol. i. p. 210).
By a deed conveying the truster's whole estate, heritable and moveable, to another, a number of substitutes were called, upon whom it was to devolve in certain fixed proportions if certan events occurred. The residue was conveyed to certain legatees. One of the substitutes acquired a right by the deed to the superiority of some lands, in which the truster was then vested. After the date of the deed, and without making any special destination of it, the truster also acquired the dominium utile of these lands. The institute under the deed made up separate titles to these estates, and afterwards consolidated them in his own person. Held that the effect of this consolidation was not to give the substitute the right both to the property and the superiority, and that he had only a personal right under the deed which gave him a title to sue a reduction of a deed executed on death-bed by the institute, to the effect of making good his right to the superiority but no further.
The late William Dunn, Esq. of Duntocher, merchant in Glasgow, by disposition and deed of settlement, dated the 17th day of April 1830, disponed and conveyed his whole estate, heritable and moveable, from him after his death to and in favour of the now deceased Alexander Dunn, residing in Duntocher, his brother, but with and under certain burdens and conditions therein set forth. It was thereby specially provided and declared, but without prejudice in any respect to or limitation of the rights and powers of the said Alexander Dunn, under and by virtue of the conveyance in his favour thereinbefore written, to exercise the most full and absolute control in the disposal of the said estates and effects, either during his lifetime, or by settlements or other writings, to take effect at his death, that in the event of the said Alexander Dunn's dying intestate, and without leaving heirs of his body, and of his not otherwise disposing of the subjects and estate thereby conveyed to him, the same should fall and devolve, and accordingly the said William Dunn thereby, in these events, but under the burdens and provisions thereinbefore written, disponed and conveyed his said estates, heritable and moveable, in the terms therein mentioned.
Last year the Court held that this was a good conveyance in favour of the substitutes called by the declaratory clause of the deed, which
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was to be held as a continuation of the dispositive clause, and not a qualification of it, as was contended by the heir of Alexander Dunn, and therefore ineffectual. Alexander Dunn having died intestate, and the other conditions specified by William Dunn not having been purified, the devolution of the estate fell upon the substitutes. The case then came a second time before the Lord Ordinary in an action at the instance of Mr Dunn Pattison, one of the substitutes, in the deed of William Dunn, in which he concluded for reduction of a deed executed on death-bed by, Alexander Dunn, which he said was made to his prejudice. The Lord Ordinary (Jerviswoode) held that Mr Pattison, not being an heir of provision under the deed of William, had no title to challenge the deed of Alexander. Last session, on advising a reclaiming note for Mr Pattison, the Court altered this interlocutor, and sustained his title to sue. There being then only one question on the merits undisposed of, the Court on the motion of the pursuer, retained the case in the Inner House without again remitting to the Lord Ordinary. The case now came up upon this question. William Dunn by his deed in 1830 provided and appointed that his lands in the parish of Kilpatrick (exclusive of the cotton mills and houses, ground and gardens connected therewith, and of the reservoirs, dams, and other appurtenances thereto belonging, and of his right and interest in any lochs and other waters necessary for carrying on the said mills, and also exclusive of his lands of Duntiglennan, thereinafter mentioned) should be divided into three parts, and should fall to the respective persons therein mentioned—viz., his lands of Mountblow and Dalmuir, and the superiority of that part of the lands of Boquhanran feued out by the late Sir Charles Edmondstone to Edward Collins of Dalmuir, with the feu-duty of £300 sterling, and casualties of superiority thereto attached, should fall and devolve to the eldest lawful son of the said Mrs Janet Park or Pattison, his niece, whom failing, to the persons thereinafter set forth. The pursuer, Mr Alexander Dunn Pattison, is the only lawful son of the said Mrs Janet Park or Pattison, niece of the said William Dunn. At the date when his deed was executed, William Dunn was the proprietor of the dominium directum of the part of the lands of Boquhanran referred to in his deed of settlement. In the year 1832, he acquired by purchase the dominium utile of these lands under a disposition or conveyance in his favour by Edward Collins, paper manufacturer in Glasgow, on which he was infeft. William Dunn died in 1849, and was succeeded under his deed of settlement by his brother Alexander. Alexander Dunn, who had power to control the destination of the estate by any valid deed executed by him, made up titles to the lands of Boquhanran, superiority, and property, and afterwards resigned the property thereof into his own hands, as superior ad remanentiam. The following is the clause in the procuratory of resignation:—“I, the said Alexander Dunn, do hereby resign and surrender, and simpliciter upgive, overgive, and deliver, All and Whole the lands and others hereinbefore particularly described, with the pertinents thereof, together with all right, title, and interest which I have or can pretend to the same, in the hands of myself, the said Alexander Dunn, or my foresaids, as immediate lawful superiors of the same, or of my said commissioners, or either of them, ad perpetuam remanentiam, to the effect that the right of property of the foresaid lands and others, which stands in my person as aforesaid, may be united and consolidated with my right of superiority of the same, and remain inseparable therefrom in the person of me, my heirs and successors, in all time coming, acts, instruments, and documents, in the premises to ask and take, and generally every other thing thereanent, to do as freely in all respects as I, the said Alexander Dunn, could do myself, or which to the office of procuratory in such cases is known to pertain; all which I promise to ratify and confirm.” Mr Pattison contends that the effect of this act was to give him right to the property as well as the superiority of the lands of Boquhanran, in the event of Alexander Dunn dying without otherwise validly disposing thereof by conveyance de presenti or mortis causa, granted in liege poustie. Alexander Dunn died in June 1860. Previous to his death, and a few days before it, he executed a trust-disposition and deed of settlement by which he altered the destination and conveyance in favour of Mr Pattison, contained in the deed of William, and disponed the lands of Boquhanran in favour of others. The following is the clause in the deed referring to these subjects:—“In the fourth place, my said trustees shall assign and dispone the lands, part of Boquhanran and others, with the mansion-house of Dalmuir situated thereon, acquired by my late brother since the date of the said disposition and deed of settlement from Edward Collins, paper manufacturer in Glasgow, to and in favour of the eldest lawful son of the late Sarah Park or Black, my niece; whom failing, as provided by the fore-said disposition and settlement with respect to the third portion or division of the lands specially destined in the foresaid disposition and deed of settlement; but the said conveyance shall be granted subject to the payment to the eldest lawful son of Janet Park or Pattison, my niece; whom failing, as provided with respect to the first portion or division of the lands specially destined by the foresaid disposition and deed of settlement of a yearly feu-duty of three hundred pounds sterling per annum, payable at the terms, and with interest and others, and in the same manner in all respects as the feu-duty which was included in the said last mentioned share or division, at the date of the foresaid disposition and deed of settlement, and in lieu of the said feu-duty, the same having been since distinguished or sopite in the making up of my titles; and the said trustees and their foresaids shall expede the deeds necessary for constituting the said feu-duty in the terms foresaid.” It is this deed which Mr Pattison seeks to set aside, on the ground that it attempts ineffectually to convey away from him the property and superiority of the lands of Boquhanran, to both of which he is entitled. Defences to this action of reduction were put in on behalf of the heir-at-law of Alexander, his trustees, and the several beneficiaries under William's deed.
Young, A. R. Clark, and Shand, for the pursuer, argued—Being an heir of provision under William Dunn's deed, the pursuer has a title to sue this action of reduction. In regard to the lands of Boquhanran, the dominium utile having been consolidated with the dominium directum by Alexander Dunn in 1852, the right to these lands must be regulated by the destination applicable to the dominium directum, and therefore the pursuer is entitled to insist in the present action, both as regards the property and the superiority of these lands. The deed of Alexander being executed on death-bed, is an ineffectual conveyance of heritage.
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The Solicitor-General, and Gifford, for James Black, the disponee under the deed of Alexander, in the lands of Boquhanran, argued—The pursuer, in respect he does not possess the character of heir of provision to the deceased Alexander Dunn, alleged by him, so far as regards the lands of Boquhanran and others, with the mansion-house thereon, conveyed or directed to be conveyed to the defender, has no title to challenge the trust-disposition and settlement of the deceased, so far as it conveys or relates to the said lands. The pursuer's title to sue is excluded by the disposition and settlement of William Dunn. The pursuer has no title or interest to challenge the settlement of Alexander Dunn, in so far as regards the dominium utile of the said lands of Boquhanran, in respect he has no right to or interest therein under the settlement of William Dunn, or otherwise. The provisions in favour of the pursuer in William Dunn's settlement being conditional, and such conditions not having taken effect, in respect the property was disposed of by Alexander Dunn by his trust-disposition and settlement, the pursuer has no title to sue the present action. The provisions in the pursuer's favour under the settlement of William Dunn having been granted under burden of a power or faculty to Alexander Dunn to alter or revoke the same, all challenge of Alexander Dunn's trust-deed is excluded, in respect of its having been validly granted in virtue of, and in the exercise of, such power and faculty. The trust-disposition and settlement of Alexander Dunn having validly conveyed or directed the said lands to be conveyed to the defender, he is entitled to absolvitor from the conclusions of the present action, so far as it relates to the said subjects or the conveyance thereof in his favour. The titles expede by Alexander Dunn, in reference to the superiority and property of Boquhanran were not intended to operate, and did not operate, as a disposal of the property in favour of the pursuer, or in any way alter or affect the rights of succession thereto.
Hector and Lee, for the heir-at-law, argued—The pursuer has no title to pursue this action, in respect that—(1) he is not heir of provision of Alexander Dunn in the lands and heritages referred to, and his averments are not relevant or sufficient in law to support his allegation that he is such heir of provision, (2) William Dunn's settlement contains no terms whereby his heritable estate, or any part thereof, was in habile or sufficient form disponed to the pursuer, (3) The pretended substitution in William Dunn's settlement founded on by the pursuer never took effect, the contingencies on which said alleged substitution is dependent not having occurred, (4) The title alleged by the pursuer is excluded by the titles made up, and deeds executed by Alexander Dunn, who had full power to dispose of the subjects, and did dispose of them in such manner that if Alexander's settlement and codicils relative to the subjects in question shall be set aside, the said subjects fall to the defender's ward as Alexander's heir-at-law, (5) The deeds sought to be reduced are not to the prejudice of the pursuer, (6) The only party who has any title to reduce the said deeds ex capite lecti is the defender as curator bonis to William Park.
Watson, for one of the residuary legatees of Alexander Dunn, argued—The pursuer has no interest to insist in the present action, in so far as the dominium utile of the lands of Boquhanran is concerned, in respect that, even in the event of the trust-deed of Alexander Dunn being set aside in so far as it affects the pursuer, he has no right or interest in the property of said lands under the disposition and deed of settlement of William Dunn or otherwise; and that said property is destined, both by the deed of William Dunn and by the trust-deed foresaid, to the defenders and other residuary legatees. The pursuer has no title to pursue a reduction, ex capite lecti, of the trust—disposition and settlement of Alexander Dunn, in respect that the disposition and deed of settlement of William Dunn, upon which the pursuer founds, did not confer upon him the character of a proper heir of provision. The whole provisions in the pursuer's favour contained in the settlement of William Dunn having been made and granted under the express burden and limitation of a power or faculty to his brother Alexander Dunn to alter or revoke the same, the pursuer is excluded from all challenge of the trust-deed in question, in respect that it was validly executed by the said Alexander Dunn in the exercise of the power or faculty foresaid, et separatim, in respect that it was competent to the said Alexander Dunn to exercise such power or faculty even on death-bed. The superiority and dominium utile of the lands of Boquhanran having been consolidated by Alexander Dunn merely for the purpose of expeding a title thereto in his own person, and without any intention of changing the investiture, or of conferring any additional right on the pursuer, such consolidation cannot, in any view, be held to operate as a disposal of the dominium utile in favour of the pursuer. By raising and insisting in the present action, the pursuer has forfeited, for the benefit of the defenders and the other residuary legatees of Alexander Dunn, the whole provisions in his favour contained in the trust-disposition and codicils under reduction.
The other beneficiaries had no special interest.
The following authorities on cases were referred to in the discussion:—Hamilton, 23d February 1819, F.C.; Gardner v. Trinity Hospital, 16th February 1841, 3 D. 534; Lord Elibank v. Campbell, 21st November 1833, 12 S. 74; Bontine v. Graham, 2d March 1837, 15 S. 711; Wilson v. Pollock, 2 D; Roxburgh, 14th Dec. 1815, F.C., 1 W. and S.; Heron, 1 Pat. 98, Duff's Feudal Conveyancing, 323; Bell's Dic., “Destination.”
At advising—
The pursuer of the former action was the heir-at-law of Alexander Dunn, represented by his curator bonis; and the deed was, on one hand, held reducible at his instance, in so far as regarded the heritable estate conveyed by it, to which the granter had not succeeded under the deed of settlement of his brother William Dunn; and was, on the other hand, held not reducible as regarded the heritable estate, to which he had succeeded under his brother's deed. To that part of his heritable estate it was held there had been an effectual substitution created by William's deed in favour of Mr Dunn Pattison and others, which excluded the title of the heir-at-law of Alexander Dunn to set aside the deathbed deed by depriving him of that interest to do so, on which his right and title to challenge depended.
The present action, again, is instituted at the instance of Mr Dunn Pattison, as heir of provision under William Dunn's deed to certain of the heritable subjects to which the deathbed deed of Alexander
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The disposition and settlement of William Dunn was executed on 17th April 1830. At that date he was possessed of the dominium directum of Boquhanran, to which he had completed titles by infeftment in 1827. And by his deed of settlement, as construed by the judgment of the Court, he destined to the pursuer, failing his brother Alexander and his heirs and assignees, inter alia, this right of superiority or dominium directum.
Subsequent to the date of his settlement, William Dunn acquired the dominium utile of the lands of Boquhanran, and was infeft under the disposition in his favour in 1832. No alteration after this date was made by William Dunn, and consequently this portion of his heritable estate fell under the general disposition of the residue of his whole estate, heritable and moveable, not specially conveyed by the deed to the several parties named as residuary disponees, including the claimants Black and others.
Thus standing the succession to Boquhanran superiority and property by the deed of William, his brother Alexander, to whom his whole estate was primarily disponed, completed his title to those subjects (1) by precept of clare constat in his favour, obtained from his overlord Monteith of Carstairs, and infeftment thereon as nearest and lawful heir of his brother William in the dominium directum; and (2) by charter of confirmation and precept of clare, granted by him in his favour, and infeftment thereon, as nearest and lawful heir of his brother in the dominium utile of the said lands. These several deeds were granted, and the title of Alexander to the two estates as his brother's heir, completed in 1852. Thereafter, or rather of the same date with the deeds just mentioned, Alexander Dunn executed a procuratory of resignation ad remanentiam, for the purpose set forth in the deed, in these terms:—“Whereas it is proper and advisable that my right of property of the said lands and others should be united and consolidated with the right of superiority of the same in my person, therefore I, the said Alexander Dunn, do hereby,” &c., “resign and surrender, and simpliciter upgive, overgive, and deliver all and whole the lands and others hereinbefore particularly described, with the pertinents thereof, together with all right, title, and interest which I have or can pretend to the same, into the hands of myself, the said Alexander Dunn, or my foresaids, as immediate lawful superiors of the same, or of my said commissioners, or either of them, ad perpetuam remanentiam, to the effect that the right of property of the foresaid lands and others, which stands in my person as aforesaid, may be united and consolidated with my right of superiority of the same, and remain inseparable therefrom in the person of me, my heirs and successors, in all time coming.”
Under the feudal title thus completed in his person, Alexander Dunn possessed the plenum dominium of Boquhanran during his life, and at his death in 1860 the superiority and property then consolidated as one estate was vested in him by completely feudalised titles to himself, his heirs and successors.
The only deed of settlement executed by him and found in his repositories was the deed brought under reduction by the pursuer as his heir of provision, and in the previous action at the instance of his heir-at-law. That deed being executed on deathbed is reducible by the heir, whether of line or of provision, whose interests, as entitled to succeed to the heritable subjects, have been affected by the unavailing attempt to alter the succession on deathbed. The primary question thus is, to what extent the pursuer's right of succession as regards the lands of Boquhanran has been attempted to be affected or injured by this deathbed deed? I apprehend that the measure of the injury of which the pursuer is entitled to complain is to be sought for in the extent of his right to succeed to the heritable subjects vested in Alexander Dunn on his death, supposing that no attempt had been made to alter the destination, and that Alexander Dunn had died intestate.
Now (1) as heir of provision under William Dunn's deed simply, and without regard to the act of Alexander in consolidating the dominium utile with the dominium directum, it cannot be disputed that his right as heir related only to the superiority, and did not in any way apply to the dominium utile. No higher heirship right or title was conferred on him by William's deed, and under the terms of that deed alone it was that the pursuer could assert any right or privilege as heir of provision of Alexander, viewing the case apart from Alexander's act of consolidation.
(2) It is important to observe that the mere completion of Alexander's feudal title as William's heir-at-law in the superiority and property as separate estates cannot be held to affect the destination of the dominium utile, or enlarge the right of the pursuer as heir-substitute to Alexander under William's deed in the dominium directum or superiority.
The case, in this aspect of it, cannot be assimilated to what has occurred in authoritative decisions where a person standing infeft in the superiority of lands destined to heirs-male, purchases the dominium utile, taking the disposition to heirs whatsoever, and the property as an accessory of the superiority has been held to go to heirs-male under the destination to the more eminent right. For (1) Alexander took infeftment in the superiority as heir-at-law of William, the feudal title being in favour of him, his heirs and successors, without any ulterior destination whatever. (2) He did not purchase the dominium utile, but succeeded to it also as his brother's heir, taking the feudal title to himself and his heirs and successors.
So far as the titles to the two estates stood feudalised in the person of Alexander Dunn, no competition could have arisen with regard to the heir entitled to succeed to the one estate or the other. His heir of line was entitled to succeed to both estates, and there could have been no room for contending, on feudal principles, that the destination to the dominium utile was open to be controlled by personal deed which related to the destination of the superiority as a separate estate. However, the succession to the superiority might be regulated under such a personal deed, the destination of the dominium utile would remain unaffected. A right under a personal deed to claim the succession of the superiority, though standing under the feudal title destined to the heir of line, would be no ground for claiming the succession to the separate estate to which the parties' right did not extend, and which was by the feudal title destined to the heir of line.
The present case, viewing it apart from the
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(3) Alexander Dunn, however, consolidated the two estates, and this act of his is alleged by the pursuer to have enlarged his rights as called to succeed to the superiority by William's deed. The dominium utile, it is argued, has been merged in the dominium directum, and the consolidated estate thereby created devolves upon the pursuer as alone entitled to take it as heir of provision in the superiority title, which, by the act of Alexander, came, in his person and by his act, to comprehend the dominium utile. The deed of settlement of William Dunn, creating the substitutional right in his favour, and the act of consolidation of the two estates by Alexander while in liege poustie, are contended by the pursuer to give him right to insist in this action of reduction as heir of provision of Alexander Dunn in the plenum dominium of the lands of Boquhanran, and to have it found and declared that he has the only good right and title to these lands, superiority and property as consolidated into one estate.
That there is difficulty and nicety in the question thus raised by the pursuer cannot be disputed; but there appear to me good grounds in law, having regard to the state of the title and to the circumstances in which the question arises, for refusing effect to the pursuer's claim.
A good deal of discussion occurred in the course of the argument as to the effect and operation of a resignation ad remanentiam when duly completed. Our institutional writers leave no room for question on this point— vide Ersk's Prin. ii. 7. 9. The dominium utile is extinguished as a separate fee or estate. It is sunk in this jus eminens, and, as a consequence, the heirs of the investiture in the superiority title become heirs of the plenum dominium. The full estate would be carried by the service of the heir under that investiture. Again, it follows that consolidation operates as a transference of the estate from those heirs who might have succeeded to the dominium utile, or as stated in Mr Bell's Principles, p. 788, it has all the effect of a conveyance of that right to the same series of heirs in whose favour the doner's direction stands vested in the person of the owner of the estate thus consolidated.
The practical application of these views in the present case is not doubtful. On the one hand, any separate destination which might have become operative had the dominium utile continued to be a separate estate is extinguished; and, on the other hand, the only substitutional rights to be regarded must be sought for in the feudal investiture of the superiority. Consequently the claim of the residuary legatees (Black and others) under William's deed must be disregarded; and it is under the destination of the consolidated estate in the person of Alexander Dunn that the pursuer must vindicate his claim to the plenum dominium.
Now, as regards the feudal investiture under which Alexander Dunn held the estate, it is his heir-at-law, and not the pursuer, to whom it is destined. There is no ulterior destination under which the pursuer can assert any heirship right. The succession has opened to the heirs and successors of Alexander Dunn, and no service can be expede by the pursuer as entitled to take under that destination.
But then it is maintained that under the substitutional clauses in William Dunn's deed, as the Court has construed them, a right of succession to the lands in question has vested in the pursuer, to which he can insist upon the heir-at-law, after completion of his feudal title, giving full effect.
As regards the other separate estate or dominium directum, the ground of this contention by the pursuer is clear enough. As heir of provision in that estate, the pursuer is entitled at once to set aside the deathbed deed of Alexander, and to take proceedings to vest himself, by adjudication or otherwise, with that heritable subject to which he was thus alioqui successurus. It is on a different ground altogether that the dominium utile now merged in the superiority must be vindicated by him. The act of Alexander is and must be founded on as the ground of this assertion of right. In liege poustie, Alexander consolidated the two estates. By this act the property was by him destined to the pursuer, as entitled to have the superiority. The deathbed deed has injured that right of succession in the pursuer, as hærus factus of Alexander; and this deed being set aside, the pursuer, under his combined right of succession, maintains his claim to the dominium plenum.
I do not wish, as no objection has been taken by the parties, to raise any doubt as to the sufficiency of the summons to enable the pursuer to assert his combined title as heir of provision to his two brothers. All I wish to keep before you in estimating the extent of the pursuer's rights is, that whatever right he has to the dominium utile must be supported as springing exclusively from Alexander's act in consolidating the two estates.
By that act the estate, thenceforward consisting of the dominium plenum, was vested in Alexander's own person at his death. But although the prior existing fee in the dominium utile was thereby extinguished, the property was at any time capable of being of new separated from the superiority. By the creation of a new estate, no doubt, but still, at any time Alexander, or the heir succeeding him in the feudal estate, chose, this separation might have been or may now be effected. A stronger illustration could not be found of this than occurred in the case of Galbraith v. Graham, 14th January 1841. The superiority of the lands was held under a strict entail.
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There being then no want of power to separate the two estates, although consolidated by Alexander's act when in liege poustie, the pursuer in asserting his right to the plenum dominium must maintain that by that act Alexander intended and did create a destination in his the pursuer's favour to the dominium utile. He cannot connect himself otherwise with that portion of the combined estate. But apart from the real act of consolidating the estates under one feudal title in his own person, there is no trace of an intention on Alexander's part to call the pursuer to be his heir of provision in the dominium utile. On the contrary, before consolidation, the feudal title in Alexander to the dominium utile was to him, his heirs and successors. This would have carried the fee to Alexander's heir of line but for the claim advanced by the residuary legatees under William Dunn's deed. Then the mere act of consolidation did no more than carry the dominium utile to Alexander's heirs and successors, without any indication otherwise of intention that the pursuer was to be thereby benefited. Had the superiority title, failing Alexander, carried that, the pre-eminent right, in terms to the pursuer, the resignation ad remanentiam might then have been held, as it has been in other cases, evidence of an intention on Alexander's part, and carried by him into full effect, to let the combined estate descend to the heirs of the superiority investiture. Nothing of the kind was actually effected by the mere consolidation of the estate; and no argument can be drawn from the act that Alexander intended the pursuer to be his heir of provision in the dominium utile. Thus it is that the pursuer is driven to maintain that merely because of his right under the separate personal deed of William to claim the rights of heir of provision in the superiority, the dominium utile also must be his, the two estates having been consolidated. But if there exist no just ground for holding the heir-at-law, who is the heir of investiture, superseded in his right to succeed to the dominium utile, it has been shown that there is no want of power on his part to separate the two estates, and thus give full effect to the just rights at once of the pursuer, and his own rights as well.
The case, then, stands thus. On the one hand, the deathbed deed being set aside, the pursuer is entitled to require Alexander's heir-at-law so to deal with the combined feudal estate as to give over to him that right of superiority which William Dunn's deed conferred on him as heir of provision; and on the other hand, the heir-at-law of Alexander, after completing his feudal title to the plenum dominium, is entitled to make effectual his right of succession to the dominium utile, or property of the lands, by separating of new that estate from the superiority, and thereafter conveying to the pursuer the superiority burdened with the feuright thus constituted in his own favour.
But then Mr Dunn Pattison, who says he is heir of provision in the dominium plenum of Boquhanran, brought his action of reduction, and challenged the deed so far as Boquhanran was concerned. That action was defended, and a special plea was put up by some of the defenders that the conveyance, so far as Boquhanran was concerned, could not be impeached by Mr Dunn Pattison, because he had no right to it under William's deed. That is a special plea which was put up to the title of Mr Dunn Pattison to pursue the reduction. Now, whilst we sustained his title generally to insist in the reduction, we made a special reservation of this plea. The objection was to his title, and in the second action, the Lord Ordinary having sustained an objection generally to Mr Dunn Pattison's title, we recalled that interlocutor, “repel the objection to the pursuer's title to sue this action as a reduction ex capite lecti, but reserving the second plea in law for James Black, the first plea for John Macindoe, and the second plea for Mrs Boyd and others”—[reads]. There was a special reservation of the title to pursue
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These are the grounds of my opinion in this case, which involves considerations of extreme difficulty, and which is well worthy of being looked at in every possible view.
Lord Neaves concurred with Lord Cowan.
Lord Justice-Clerk—I have felt, in common with your Lordships, that this is a case of very great difficulty, but after the opinions which have been delivered I think that I shall be able to express the grounds of my judgment in a very few sentences. If Mr Dunn Pattison had been the heir of investiture of the superiority I should have thought the reasoning of Lord Benholme perfectly conclusive, and should have concurred with him in the result at which he has arrived; and the reason why I differ from him is that Mr Dunn Pattison is not the heir of investiture in the superiority, and has nothing under the deeds before us but a personal claim to an estate of superiority under the deed of William Dunn. In order to make the question clear I think it is useful to consider exactly what is the state of the titles apart altogether from the deed of William Dunn, and any influence which that deed is to have upon his succession. Mr William Dunn in his own lifetime was the proprietor of the superiority of Boquhanran, under titles which are not particularly before us, but which vested him simply with a fee-simple right to that estate of superiority. In his lifetime he also acquired the dominium utile, and that he took to himself likewise in fee-simple. Therefore as regards both these separate estates, during the lifetime of William Dunn the investiture was to William Dunn and his heirs whatsoever, or his heirs and assignees. Now, when he died, his heir-at-law was Alexander Dunn, and he made up a title to each of those estates separately. He entered by precept of clare constat to the dominium directum with the immediate over-lord, Mr Monteith, and then he entered with himself by precept of clare constat and charter of confirmation as regards the dominium utile. The effect of that was to vest in his person, just as they had stood in the person of William Dunn, a fee-simple title to
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Mr Hector—Your Lordships' judgment of last year was this—“Sustain the objections to the title of the pursuer to sue for reduction of the trust-disposition of the deceased Alexander Dunn, in so far as the same operates as a conveyance of the heritable estate formerly belonging to the deceased William Dunn, and settled by his disposition and settlement, dated 17th April 1830.” Now, I understand that your Lordships are deciding to-day that the dominium utile of Boquhanran and the lands in a similar situation are not settled by the disposition and settlement of William, dated 17th April 1830.
Lord Justice-Clerk—, Oh no. On the contrary, we are assuming that they are so settled. They are not affected by William's deed now, because the substitution has been evacuated, but they were certainly settled by William. I am afraid that won't avoid the difficulty.
Solicitor-General—I understand your Lordships are deciding against Mr Dunn Pattison that he has no title to sue.
Lord Justice-Clerk—On the contrary, we are sustaining his title to sue.
Solicitor-General—But as regards the dominium utile?
Lord Justice-Clerk—We are sustaining his title to sue a reduction of the conveyance of the dominium plenum.
Solicitor-General—It has not been argued that he was entitled to reduce to the effect of getting the dominium directum. The argument was, that he was entitled to have it reduced so as to get the whole.
Lord Justice-Clerk—It was argued alternatively.
Mr Young—I began my argument by saying that the case with respect to the dominium directum was clear, and I endeavoured to state the grounds on which I thought so; and then I went on to maintain that the dominium utile having been thrown into it, if followed the other. But I venture to doubt whether your Lordships can make any finding in favour of the heir at law in this process.
Lord Justice-Clerk—Perhaps not. Iam anxious to receive any assistance from the bar that they can give me in framing the interlocutor, because it is rather a delicate matter.
Mr Lee—There are declaratory conclusions, which I think would enable us to put the thing right in point of form.
Lord Justice-Clerk—Our last interlocutor was this—“Repel the objections to the pursuer's title to sue this action as a reduction ex capiti lecti, but reserving the second plea in law for James Black, the first plea for John Macindoe, and the second plea for Mrs Boyd and others, so far as these may involve an objection to the title to sue, to be discussed with the pleas on the merits.” Now, If I rightly understand, we have got all the merits before us, and the case is in a position for final judgment.
Mr Lee—There are no defences as to the declaratory conclusions.
Lord Justice-Clerk—We can consider these pleas not only as an objection to the title to sue, but as far as they affect the merits of the reduction and the declarator. So far as they involve an objection to the title to sue, observe what they are. James Black says, “The pursuer has no title or interest to challenge the settlement of Alexander Dunn, in so far as regards the dominium utile of the lands of Boquhanran, in respect he has no right to or interest therein under the settlement of William Dunn.” That makes a clear distinction between the two rights. Then John Macindoe's plea is limited to objection to title to sue, so far as regards the dominium utile of Boquhanran; and Mrs Boyd's is the same. Now, we cannot give effect to these pleas, according to the view of the majority
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Mr Young—The finding upon that matter of the dominium utile—that is, that although the pursuer is in titulo to pursue a reduction with respect to the conveyance of the plenum dominium, yet it is only to the effect of preventing the alienation of the right to the dominium directum—would require to be with reference to the plea to that effect of the heir-at-law only, because the others have no title to state it.
Lord Justice-Clerk—The heir-at-law's pleas don't very well come up to that.
Mr Lee—I think they do. Your Lordships previous interlocutor only dealt, as I understand, with the action as an action of reduction. Now, the action is not only an action of reduction, but of declarator specially applicable to the lands of Boquhanran, both dominium utile and dominium directum. The defences were held to be defences on the merits, and the plea was reserved.
Lord Justice-Clerk—I see within the fourth subdivision of your first plea there is something that will do. The conclusion of declarator is, that you have good and undoubted right and title. That is far too high; you have merely a claim.
Mr Young—I wish it to be quite under the notice of the Court that I am making no motion for reduction. It is matter of very serious consideration whether Mr Dunn Pattison will avail himself of his title to reduce after the finding of the Court to the effect now stated; and therefore the judgment will be given effect to in findings, if your Lordships please, at present.
Lord Justice-Clerk—Then we had better not proceed farther than as regards the matter of title at present. That makes the interlocutor more simple. It had better bear that we resume consideration of these pleas which were reserved, and also of the defences stated for the heir-at-law, and repel the objection to Mr Pattison's title to sue a reduction of the deed, in so far as it conveys the plenum dominium of the lands of Boquhanran and others, but reserving the effect of that reduction in so far as it affects his right to the superiority of the said lands. If the result of your farther consideration were that you withdrew this reduction, then it would be very desirable that nothing should be done at present except the mere dealing with objections to title.
Mr Young—That is really what I meant to suggest to the Court.
Lord Justice-Clerk—Then I think we had better go no farther than that; repel the objections to the pursuer's title to sue a reduction of the deathbed deed in so far as it is a conveyance of the plenum dominium of the lands of Boquhanran, to the effect of making good his claim to the superiority of the said lands. I think that makes it safe for everybody.
Mr Lee—In regard to the declaratory conclusions, does your Lordship do anything at all?
Lord Justice-Clerk—No; we cannot go any further unless we are to reduce.
Mr Lee—Then the interlocutor will be so expressed as to enable the heir-at-law still to get a judgment in his favour under the declaratory conclusions as regards the dominium utile.
Lord Justice-Clerk—Unless Mr Dunn Pattison withdraws his reduction. He is not asking anything against you at present either under the reductive or declaratory conclusions.
Mr Young—Mr Dunn Pattison was maintaining his right to reduce to the effect of getting the whole subject, the plenum dominium. His right to the whole was opposed by both sides; he has succeeded so far as the dominium directum is concerned, and he will consider what his farther course will be. I presume it will be the view of the Court to reserve all questions of expenses, so far as not already disposed of.
Lord Justice-Clerk—Yes.
The following interlocutor was pronounced:—
“ Edinburgh, 20 th July 1866.—The Lords having resumed consideration of the cause and heard counsel for the parties on the pleas reserved by the interlocutor of 9th March 1866, and on the defences for the curator of the heir-at-law, repel the objections stated by the defenders to the pursuer's title to sue a reduction of the deathbed deed of Alexander Dunn as a conveyance of the plenum dominium of the lands of Boquhanran, the superiority and property of which were consolidated by the said Alexander Dunn during his lifetime, and sustain the title to sue such reduction, but only to the effect of enabling him to vindicate his claim as an heir of provision to the superiority of said lands under the disposition and settlement of William Dunn, reserving in the meantime all questions of expenses not hitherto disposed of.
John Inglis, I.P.D.
Solicitors: Agents for Pursuer— Dundas & Wilson, C.S.
Agents for Dunn's Trustrees— A. G. R. & W. Ellis, W.S.
Agents for Curator for Heir-at-Law—Murray & Beith, W.S.
Agents for other Parties— John Ross, S.S.C., Webster & Sprott, S.S.C., and Maconochie & Hare, W.S.