Abell v. Abell

23 A. 71, 75 Md. 44, 1891 Md. LEXIS 110
CourtCourt of Appeals of Maryland
DecidedDecember 10, 1891
StatusPublished
Cited by34 cases

This text of 23 A. 71 (Abell v. Abell) is published on Counsel Stack Legal Research, covering Court of Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Abell v. Abell, 23 A. 71, 75 Md. 44, 1891 Md. LEXIS 110 (Md. 1891).

Opinions

Fowler, J.,

delivered the opinion of the Court.

The hill in this case was filed by the executors and trustees of the late Arunah S. Abell for the purpose of obtaining a judicial construction of his will, and to secure the aid and direction of a Court of equity in the administration of his large and valuable estate.

Counsel have exhibited much learning and great research both in their exhaustive briefs and elaborate oral arguments. It has become a trite observation that the citation of authorities in cases involving the construction [57]*57of wills gives but little, if any, assistance to the Court. But this rule, which seems to be so well settled is “more honored in the breach than the observance. ’ ’ ■

A number of interesting and important questions have been presented, supported by numerous authorities; but there are only two of these questions about which there has been any serious contention.

The first is as to the period of time during which the trusts created by the will are to continue, and the second relates to the disposition of the income of the trust estate for the first year, that is to say, whether such income from the real estate can be properly applied to the construction of new buildings and other permanent improvements, and whether any of the income from the trust estate accrued since the death of the testator can be applied to the payment of funeral expenses, debts or legacies.

These questions, arising as they do upon a bill filed for the construction of a will, must depend for their solution upon the intention of the testator, and that intention if not contrary to public policy, the law against perpetuities, or any other settled rule of law or statute regulating the disposition of property by last will and testament, must have full force and effect.

It will not do to say that the intention must govern, and then by some strained or artificial course of reasoning, attempt to place upon the will a construction plainly repugnant to the language used therein by the testator. In other words, we must be governed not by what we may suppose the testator wished, but by what he says. And arguments based upon the supposed or known wishes of a testator in respect to the disposition of his property are not to be considered, unless such wishes are expressed in his will. The short answer, says Chancellor Kent, which Courts are so often compelled to make to such arguments, is, “voluit, sed non dixit.”

[58]*58. Referring, then, to the will in ■ order to ascertain the testator’s wishes and intentions, we find that after making a number.of bequests and devises to relatives, employes, and charitable institutions, about which there is no question in this case, we come to the sixteenth clause-by which the testator disposes of all the rest, residue, and remainder of his estate.

It is upon the construction of the latter part of this elairse, in connection with other parts of the will, that one of the questions here arises — that relating to the duration of the trusts. By this clause he devises and bequeaths to his three sons, and the survivor of them, and the heirs, executors, administrators and assigns of the survivor, all his residuary estate of every kind, in trust, to value the same within a reasonable time after his death, to set apart five-eighths parts thereof, and to hold in trust said five-eighths so set apart and converted and invested as directed in this clause; and to collect the rents, issues and profits thereof — and after paying all necessary expenses of the management thereof, and all charges, taxes and repairs thereon, then “in trust, to pay semi-annually, and not by way of anticipation, the net income'accruing from the said five-eighths parts of the said residue and remainder, and of any accretions thereto, in equal parts to each one of my five daughters, Mary L. Abell, Fannie A. Abell, Annie F. Abell, Helen M. Baughman and Margaret Abell, upon the separate receipts of each of said daughters, to whom the same may be payable for the separate use of each of my said daughters, as an inalienable personal provision, free from the control, debts, or engagements of any husband whom the said daughter may have at the date of my death, or may hereafter have, for the period of her natural life, and after the death of any one of my said daughters, in trust, to hold one-fifth part of the said five-eighths parts of the said residue and remainder of my estate, for the child, [59]*59if only one, of the said daughter so dying, or for the children, if more .than one,, of the said daughter so dying, share and share alike.”

Erom the language here used, together with the clauses following it in the will, the appellees and appellants have drawn very different conclusions. They are concisely stated by the learned Judge of the Circuit Court as follows: “According to one theory the trust here was created for the benefit of the five daughters only, and by the opposite view the trust was intended for the benefit of the five daughters and their respective children. In the former is involved the conception of five separate trusts, terminating- separately upon the death of each daughter, while the latter contemplates the aggregate five-eighths held together in mass as the corpus of a single trust of indefinite duration.”

The former view was adopted by the Court below.

It would unduly lengthen this opinion if we should discuss the various positions taken by the respective parties, and refer to the numerous authorities cited in support of them. It is sufficient, however, to say that we cannot agree to either of these views — both of which were so earnestly and ably presented.

We will proceed, as briefly as possible, to state the conclusions we have arrived at, and the grounds upon which we base them.

It is apparent that the will before us was drawn by a professional hand, and that the testator intended to distribute his large estate equally among all his children— giving to his sons absolute estates, and to his daughters equitable life estates, with remainder to their respective children. To his three sons, in whose good judgment and business capacity he appears to have had great confidence, he devised and bequeathed his residuary estate in trust; and by the seventeenth clause he declares that three-eighths thereof shall devolve upon and vest in [60]*60them absolutely, in equal parts and proportions, as tenants in common, when set apart and valued.

The remaining five-eighths — the estate having been first valued, set apart, converted, and invested as directed in said sixteenth clause, the testator directs shall be held by his trustees, to collect the rents, issues, and profits, and apply the same, among other things “to the payment of all charges and taxes upon, or repairs of, or outlays connected with, any part of the property in said five-eighths.” There does not seem to be any thing in this clause which would imply that any of the powers or active duties therein mentioned, are to he exercised or performed after the death of all the life tenants. The valuation and setting apart were to be effected within a reasonable time after the testator’s death, and he might very reasonably have expected that both would have been completed before the death of any of his children.

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Bluebook (online)
23 A. 71, 75 Md. 44, 1891 Md. LEXIS 110, Counsel Stack Legal Research, https://law.counselstack.com/opinion/abell-v-abell-md-1891.