Abbott v. Danforth

192 A. 544, 135 Me. 172, 1937 Me. LEXIS 27
CourtSupreme Judicial Court of Maine
DecidedJune 11, 1937
StatusPublished
Cited by13 cases

This text of 192 A. 544 (Abbott v. Danforth) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Abbott v. Danforth, 192 A. 544, 135 Me. 172, 1937 Me. LEXIS 27 (Me. 1937).

Opinions

Manser, J.

On report. Bill in equity for construction of the will of Joseph Thompson, which except for the nomination of an executor, and not including formal parts, reads as follows:

“I give, bequeath and devise to my mother, Lucy J. Thompson and my brother, Charles Thompson, or the survivor of them, the use and income of all my property, real, personal and mixed; and if after they use their own property, the income of my property should not be sufficient for their comfortable support then, I give, bequeath and devise to them or the survivor of them, such a part, or the whole, of the principal thereof as may be necessary for their comfortable care and support and funeral expenses.
“After the decease of both my mother, Lucy J. Thompson and my brother, Charles Thompson, the balance of my property, if any, I hereby give, bequeath and devise to my legal heirs according to their legal rights.”

This will was dated August 2, 1897. The testator died April 18, 1917. Lucy J. Thompson, the mother, died October 2,1898, a little more than a year after the execution of the will, but the will remained unchanged during the eighteen years intervening before the death of the testator.

In the agreed statement of facts submitted by the parties, it is stipulated that the financial condition of Charles Thompson was such that it was unnecessary to expend the income or principal or any part thereof in his lifetime, or any part of the principal or income for his funeral expenses.

At the time of the death of Joseph Thompson, his brother, Charles Thompson, was his only heir at law.

If he is excluded as remainderman, the legal heirs- of Joseph Thompson at the time of his death, aside from Charles, were Tilson D. Salley, Ashmun T. Salley, Helen Salley Merrill, Delbert B. Ho[174]*174bart, Marshall Abbott, Marcia Ellis Hodges and Ellen Abbott Ludwick.

All of these, except Delbert B. Hobart died between the date of the death of Joseph Thompson and the date of the death of Charles Thompson. Their successors in interest, either by descent or devise are the present plaintiffs. They claim the estate should descend to them and said Hobart per stirpes.

Delbert B. Hobart claims the entire as the next of kin and only heir at law of Joseph, who was living at the death of Charles.

Charles Thompson died testate and left to Martha M. Berry, one of the defendants, all his property, real and personal, “for her to have and to hold forever.”

Martha M. Berry was not related to Joseph or Charles Thompson. She claims the entire estate of Joseph Thompson as forming a part of the estate of Charles, of which she was sole beneficiary.

Thus are presented the conflicting claims which are to be determined by an interpretation of the will of Joseph Thompson.

The plaintiffs further contend that as it never became necessary for Charles to use any of the income of the estate of Joseph, he never became entitled thereto, and it accumulated as a part of the estate of Joseph.

Stated with greater exactness and in legal terminology, the plaintiffs claim:

(1) That Charles took a life estate in the property of Joseph, modified and limited, however, to use of both income and principal only in event his own property was insufficient for his comfortable support.
(2) That it was the intention of the testator to exclude the life tenant as a remainderman.
(3) That upon the death of Joseph the remainder of his property, subject to the life estate, vested in the heirs of Joseph, exclusive of Charles, and as of the date of the testator’s death.

The defendant, Hobart, agrees with the first two contentions, but asserts that the remainder was contingent and did not vest until the death of Charles, the life tenant, at which time he was the sole next of kin.

[175]*175The defendant, Martha M. Berry, contends:

(1) That the gift of income to Charles was absolute.
(2) That the remainder, although subject to a life estate in him, vested in Charles as the sole heir at law of his brother, Joseph, upon the death of the latter, and being devisable, passed to her as sole beneficiary under the will of Charles.

(1) Was there an outright or a qualified gift of income?

There is no actual ambiguity in the provisions of the will in this respect. The right to the income is definite and certain. It is granted without restriction. Following the absolute bequest of income is found the provision permitting under certain prescribed conditions the use of a portion or the whole of the principal. As precedent to this permitted right, the beneficiary must first have exhausted his own property as well as the income from his brother’s estate.

The construction contended for, that the will made no devise or bequest of a life estate whatsoever unless the beneficiary should have first consumed his own estate, finds no rational basis of interpretative support. The income became the property of the legatee. The principal was to remain intact during the lifetime of the beneficiary except in event of a definitely stated contingency. Such appears to be the plain intent of the testator.

(2) Was the remainder created by the will vested or contingent?

Our Court, in consonance with the great trend of authority, has enunciated the principle well expressed in Blaine v. Dow, 111 Me., 480, 89 A., 1126, 1129.

“So strong is the presumption that testators intend the vesting of estates that it is an elementary rule of construction that estates legal or equitable, given by will, should always be regarded as vesting unless the testator has by very clear words manifested an intention that they should be contingent upon a future event. And so clear must be his expression that it is held that in cases of doubt or ambiguity as to the time when it was intended the estate should vest, the remainder will be regarded as vested rather than contingent.”

[176]*176This rale is reiterated in Carver v. Wright, 119 Me., 185, 109 A., 896, and Belding v. Coward, 125 Me., 305, 133 A., 689, and emphasis may well be enforced by repetition.

By the will under consideration upon the death of the testator, there was granted to his legal heirs the present right to future possession. No trustees are appointed. The life tenant is entitled to the management, possession and control of the estate. The only uncertainty is as to the quantum of the estate remaining upon the termination of the life estate.

“A remainder which is otherwise vested is not rendered contingent by the conferring of a power of sale upon either the life tenant or the executor. If the power is so exercised as to dispose of all the estate, nothing may be left to the remainder-man, but the remainder is not made contingent because it is uncertain whether the power will be exercised as to part or all of the estate. The remainder may vest subject to the power.” 23 R. C. L., Remainders, 511. See also Merrill v. Wooster, 99 Me., 460, 59 A., 596.

The corpus of the estate might be diminished but the right to the balance remained unaffected.

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Bluebook (online)
192 A. 544, 135 Me. 172, 1937 Me. LEXIS 27, Counsel Stack Legal Research, https://law.counselstack.com/opinion/abbott-v-danforth-me-1937.