Barstow v. Young

29 A.2d 640, 68 R.I. 467
CourtSupreme Court of Rhode Island
DecidedDecember 14, 1942
StatusPublished
Cited by2 cases

This text of 29 A.2d 640 (Barstow v. Young) is published on Counsel Stack Legal Research, covering Supreme Court of Rhode Island primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Barstow v. Young, 29 A.2d 640, 68 R.I. 467 (R.I. 1942).

Opinion

*469 Baker, J.

This is an appeal from a decree of the probate court of the city of Providence entered upon a petition filed by the appellee under general laws 1938, chapter 579, § 15, alleging the arising of questions concerning the construction, payment and satisfaction of certain legacies under the will of Esther Hinckley Baker, of whose estate he is administrator d.b.n.c.t.a. The action was certified by the superior court to this court on an agreed statement of facts under the provisions of G. L. 1938, chap. 545, § 4.

From that statement the following material facts appear. Esther Hinckley Baker, hereinafter referred to as the testatrix, died on May 5, 1923, leaving a will dated May 7, 1918 and three codicils thereto, all duly admitted to probate in Providence. Surviving her were four nephews, two nieces and the son of a nephew who died August 27, 1918.

By the second clause of her will the testatrix bequeathed to Alice R. Barstow, a niece, during her life the income from $40,000. In that clause the testatrix also made certain provisions for the benefit of the surviving husband and children, if any, of said niece, in connection with the disposition of said sum of $40,000 after the death of said niece. The clause then continued as follows: “In case of the decease of the said Alice R. Barstow . ... without issue, the principal sum representing the share of the deceased shall fall into the residue of my estate, after the decease of a surviving husband , , if any there be, who, as provided in this Clause Second, is to receive the income during his . . . life.” Alice R. Bar-stow died August 10, 1940 unmarried, her heirs at law being her brother, Rogers L. Barstow and her two nephews, the appellants herein, children of her deceased brother Ezra B. Barstow.

By her residuary clause the testatrix set up a trust to pay her friend Elizabeth Dorrance Bugbee the income from said *470 residue for the latter’s life and further provided, “and upon the death of the said Elizabeth Dorrance Bugbee, or, in case she does not survive me, at my own death, to convey and divide the same equally to and between my nephews and nieces and their heirs, the heirs of a deceased nephew or niece to take said decedent’s share, free of all trust.” Elizabeth Dorrance Bugbee predeceased the testatrix.

The first and third codicils have no bearing on the questions in this case. The second codicil, executed July 6, 1920, contained the following language: “Second, Whereas in my said last will and testament dated May 7, 1918, I did devise the rest and residue of my estate unto my nephews and nieces equally, share and share alike — the children of a deceased nephew or niece to take the parents share — I do now confirm the said legacy with the following exception: . . . .” This exception is not material to the issues in this case.

. On the date of the death of Alice R. Barstow only one other niece and one nephew of the testatrix were living, three nephews having died before that time but subsequent to the death of the testatrix. Each of these three nephews left a child or children living at the time of Alice R. Bar-stow’s death, the two children of the deceased nephew Ezra B. Barstow being the appellants, as hereinbefore stated.

The agreed statement of facts sets out that certain questions were raised as to the proper distribution by the ap-r pellee, after the death of Alice R. Barstow, of certain portions of the said trust fund established for her benefit; and that the appellee, therefore, petitioned said probate court to have it determine the above-mentioned questions. One of these was: “Is the share which each of the residuary legatees, who has now deceased, would have received if now living, distributable to the personal representative or representatives of such legatee or to his or her heirs-at-law?” By its decree, from which this appeal was later taken, the probate court held that the above-described shares were distributable to the respective personal representatives of such legatees.

*471 The parties hereto, in their statement of facts, agree that the present appeal presents the following question of law only: “Upon the death of Alice R. Barstow to whom should the two shares of the principal of her trust fund, which would have been distributable to Alice R. Barstow and Ezra B. Barstow if now living, be distributed under clause Second and clause Tenth of the Last Will and Testament of Esther Hinckley Baker? More specifically, said general question presents the following specific question: (A) Should said two shares of said trust fund be distributed to: (i) The personal representatives of Alice R. Barstow and Ezra B. Bar-stow, respectively; or (ii) The heirs of Alice R. Barstow and Ezra B. Barstow, respectively.”

The appellants maintain that the two shares of the $40,000 trust fund in question should be distributed by the appellee, as part of the residue of the testatrix’s estate, directly to the heirs of Alice R. Barstow and Ezra B. Barstow, respectively, and that therefore said appellants, as the latter’s children, are entitled to receive his share, and that they are also entitled to receive one half the share of Alice R. Barstow as her heirs at law to that extent. The basis of the appellants’ position is, in substance, that the interests of Alice R. Barstow and Ezra B. Barstow in the fund as part of the residue were not vested but weré contingent upon the situation existing at the time of the death of said Alice R. Barstow, the life beneficiary of said-fund.

In support of this contention, the appellants argue that the plan of the will.and codicils indicates futurity and contingency in vesting; that there are in said instruments indications of that intent on the part of the testatrix such as, among others, the use of certain terms claimed to be of future import, the direction to convey and divide the residue, the failure to refer to remaindermen specifically by name, the provision that heirs or children of a deceased nephew or niece should take the decedent’s share; and, finally, the appellants argue that they take by direct gift as purchasers.

On the other hand,’ the personal representatives of Alice *472 IL Barstow and Ezra B. Barstow urge that the two shares of the fund should be distributed to said personal representatives, respectively, on the ground that the interests of the said Alice R. Barstow and Ezra B. Barstow in said fund as part of the residue were vested at the time of the testatrix’s death and were not contingent.

In view of these contentions, the certified questions must be answered by a consideration of the will and codicils of the testatrix, and, in particular, the portions thereof above referred to. The duty of the court is to determine, if possible, the intent of the testatrix and, if it is lawful, to give it effect. Each case of this kind has to be decided in the light of the instruments before the court and the language the testator has employed in them to express his intent.

It appears that, by the second clause of the will, a trust with the sum of $40,000 as its corpus is set up. Under the provisions of that clause, on the death of the life beneficiary Alice R.

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Bluebook (online)
29 A.2d 640, 68 R.I. 467, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barstow-v-young-ri-1942.