Ames v. Hall

46 N.E.2d 403, 313 Mass. 33, 1943 Mass. LEXIS 653
CourtMassachusetts Supreme Judicial Court
DecidedJanuary 25, 1943
StatusPublished
Cited by18 cases

This text of 46 N.E.2d 403 (Ames v. Hall) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ames v. Hall, 46 N.E.2d 403, 313 Mass. 33, 1943 Mass. LEXIS 653 (Mass. 1943).

Opinion

Qua, J.

Oliver Ames, late of Easton, by his will executed in 1889 left his entire estate in trust with the provision that in the year 1905, after setting apart one fourth of [34]*34the estate for the benefit of his widow, the other three fourths should be divided into six equal parts, one of which should be for the benefit of each of his children, one half of each of the six parts to be transferred absolutely to each child, and the other half to continue in trust, the net income to be paid “annually” to the child. Then follow further provisions not material to the present controversy, relating to the shares of each of the testator’s two sons. Paragraph “Eighth” comes next. This deals with so much of the shares of the testator’s four daughters as remains in trust after the division of 1905. It reads as follows:

“Eighth: — The income of the shares of my daughters in said property, or trust fund, in the year 1905 and after, is to be paid to said daughters severally, semi-annually, or as it accrues, during their natural lives, upon their sole and separate receipts, not by way of anticipation, and free from the control of any husband, and in no way subject to the debts of said husband. On the decease of each of my daughters said trustees are to pay over her share of the trust property to her children, if any, in such proportion as she may by any instrument signed by her in the presence of three witnesses direct; and in default of any such instrument they are to pay over and distribute the same, equally, among her children and grandchildren, if any, grandchildren to take the share which would have fallen to their parents, if alive. Provided, however; if any of my daughters shall thus die, leaving a husband surviving, she may by any instrument of the character above set forth, provide for an annuity to be paid to said husband during his natural life, to an amount not exceeding one third of her share of the income of said trust property. If either of my daughters shall decease, as aforesaid, not leaving children or grandchildren, then all her share of said trust property is by said trustees to be added to the shares of my other children in said trust property, to be held and disposed of, principal and income, as hereinbefore provided, for the holding and disposition of the shares of said other children; subject, however, to any provision made for a surviving husband to the extent and in the manner aforesaid.”

[35]*35One of the testator’s daughters, Evelyn Ames Hall, to whom income had been paid in accordance with clause “Eighth,” died December 13, 1940, leaving no child or grandchild surviving her, but leaving as her surviving husband the respondent Frederick Garrison Hall. Her will contains this provision:

“First: In exercise of the power given me under Clause Eighth of the will of my father, Oliver Ames, late of Easton, Massachusetts, I hereby provide that an annuity shall be paid my husband, Frederick Garrison Hall, during his natural life to the amount of one-third of my share of the income of the trust property under my said father’s will, and I hereby direct the trustee or trustees under said will to pay to my said husband the said annuity.”

The decisive issues in the case relate to the method of putting into effect the “annuity” for the benefit of Frederick Garrison Hall. The judge entered a decree providing in substance that the trustees retain one third of the trust fund representing the share of Evelyn Ames Hall and pay the net income therefrom to Frederick Garrison Hall as his “annuity,” and that the trustees distribute the other two thirds of the trust fund among those upon whom have now devolved the several trust funds representing the shares of the other five children of Oliver Ames. The only question argued relating to the merits of the case is whether the judge rightly ordered partial distribution of the corpus with the retention of a sufficient sum to produce the “annuity” to Frederick Garrison Hall or whether he should have required the trustees to continue to hold in trust the entire fund representing Mrs. Hall’s share during the life of Frederick Garrison Hall in order that they might pay him the “annuity” of “one-third of . . . [Mrs. Hall’s] share of the income of the trust property.” In no other respect has the decree been attacked, except in relation to the incidental matter of counsel fees hereinafter mentioned.

In our opinion the decree on the merits was right. The main scheme of the eighth paragraph of Oliver Ames’s will is a trust of each “share” to pay the income to a daughter of the testator during the fife of the daughter, and “on [36]*36the decease” of the daughter to pay over the principal to her children or grandchildren, and in default of such issue to add the principal to the other “shares” to follow the devolution of those “shares.” But the testator recognized that a daughter might leave a husband surviving her whom he did not desire to leave wholly unprovided for when the income to the daughter should cease at her death. He therefore broke in upon his simple main plan to the extent of giving each daugher a power to “provide” or appoint an “annuity” to her surviving husband .during his natural life to an amount not in excess of one third of the income of her “share.” And it seems plain that, since the daughter during her lifetime was to enjoy the whole income of her “share,” the words “not exceeding one third of her share of the income” are equivalent to “not exceeding one third of the income of her share.” But except to the extent of a possible interruption occasioned by such an appointment, the main scheme of distribution upon the death of a daughter was to continue in effect. The “annuity,” if one should be appointed, was to constitute a charge upon the daughter’s “share.” “Subject” to that charge the principal of the “share” was to be distributed as directed, with the least interference compatible with the exercise of the power. When the testator allowed a daughter to “provide” for an “annuity” limited to an amount not in excess of one third of the income that her “share” might produce, without giving her any more detailed direction, it would seem that he left the exact manner of making the provision to his daughter’s discretion. She ordered the trustees to pay the “annuity” to her husband and made the amount the maximum permissible amount of one third of the income of her “share.” Perhaps she could have exercised the power by making provision in some other way, but no one questions the validity of her appointment. Her directions are to be carried out in such manner as to interfere as little as possible with the distribution of the principal which the testator, in general, plainly intended should follow upon the death of a daughter. No necessity exists for continuing to hold in trust Mrs. Hall’s entire “share” during the life of her sur[37]*37viving husband merely in order to pay him one third of the income from it. For all practical purposes the income of one third of her “share” will be equivalent to one third of the income of her whole “share.” Two thirds of that “share” can be released for distribution among those who were to be the main objects of the testator’s bounty after the death of Mrs. Hall. No good reason appears why they should be compelled to wait an indefinite period for the death of Frederick Garrison Hall. The decree of the Probate Court carries out the intent of the testator.

There is nothing in our decisions opposed to this result. Possibly this court has been less ready than some others to order trusts terminated when they were still in active operation.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

University of Maine Foundation v. Fleet Bank of Maine
2003 ME 20 (Supreme Judicial Court of Maine, 2003)
In Re Trust Under the Last Will & Testament of Lane
592 A.2d 492 (Court of Appeals of Maryland, 1991)
Clymer v. Mayo
473 N.E.2d 1084 (Massachusetts Supreme Judicial Court, 1985)
Atwood v. First National Bank of Boston
320 N.E.2d 873 (Massachusetts Supreme Judicial Court, 1974)
Prespolis v. Hawkes
306 N.E.2d 269 (Massachusetts Appeals Court, 1974)
New England Merchants National Bank v. Kann
294 N.E.2d 390 (Massachusetts Supreme Judicial Court, 1973)
NEW ENGLAND MERCHANTS NATL. BANK v. Kann
294 N.E.2d 390 (Massachusetts Supreme Judicial Court, 1973)
In Re Bayley Trust
250 A.2d 516 (Supreme Court of Vermont, 1969)
Hart Motors, Inc. v. Booker
24 Mass. App. Dec. 166 (Mass. Dist. Ct., App. Div., 1962)
Wheeler v. Kennard
182 N.E.2d 823 (Massachusetts Supreme Judicial Court, 1962)
Gordon v. Gordon
124 N.E.2d 226 (Massachusetts Supreme Judicial Court, 1955)
Springfield Safe Deposit & Trust Co. v. Stoop
96 N.E.2d 161 (Massachusetts Supreme Judicial Court, 1950)
Ryan v. McManus
80 N.E.2d 737 (Massachusetts Supreme Judicial Court, 1948)
Allen v. First National Bank & Trust Co.
67 N.E.2d 472 (Massachusetts Supreme Judicial Court, 1946)
Crumlish v. Delaware Trust Co.
46 A.2d 888 (Supreme Court of Delaware, 1946)
McKay v. Audubon Society, Inc.
62 N.E.2d 117 (Massachusetts Supreme Judicial Court, 1945)
Lipsitt v. Sweeney
59 N.E.2d 465 (Massachusetts Supreme Judicial Court, 1945)
Whitney v. Whitney
57 N.E.2d 913 (Massachusetts Supreme Judicial Court, 1944)

Cite This Page — Counsel Stack

Bluebook (online)
46 N.E.2d 403, 313 Mass. 33, 1943 Mass. LEXIS 653, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ames-v-hall-mass-1943.