Belding v. Coward

133 A. 689, 125 Me. 305, 1926 Me. LEXIS 57
CourtSupreme Judicial Court of Maine
DecidedJune 15, 1926
StatusPublished
Cited by7 cases

This text of 133 A. 689 (Belding v. Coward) 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
Belding v. Coward, 133 A. 689, 125 Me. 305, 1926 Me. LEXIS 57 (Me. 1926).

Opinion

Philbrook, J.

The complainants, Frank O. Belding and Fi-ederic M. Burnham, are administrators d. b. n. c. t. a., of the estate of Charles Fry, and executors of the will of John Fry, son of Charles.

Charles Fry died September 3, 1910, leaving no widow. There survived him two sons, John and Charles, Jr., also two sisters, Elizabeth Fry Ridgway and Isabel Fry Norris. His will was dated January 20, 1910.

Isabel died January 20, 1922, intestate, her husband having predeceased her, leaving as her heirs at law, J. Parker Norris, Henry Norris, Edith Norris Shober, John R. Norris, Mary Norris Biggs, Philip Norris, Alice Norris, and William P. Norris. . .

Elizabeth died June 19, 1925, intestate, her husband having predeceased her, leaving, as her heirs at law Mabel R. Coward, Violet R. Jaeckel, and Thomas Ridgway.

These heirs of Isabel and Elizabeth, eleven in number, are all impleaded, and, for convenience and brevity of expression, may be referred to as the first group of defendants.

The second group of defendants are devisees under the will of John Fry, son of Charles, namely, trustees of a fund to provide cash prizes for students of the Bar Harbor High School, an endowment fund for a church at Bar Harbor, - and a similar fund for the Young Men’s Christian Association in the same town.

These two groups make contending claims upon the property in the hands of the complainants and the latter present this bill in equity praying,

First, that this court will construe the will of Charles Fry, and particularly as to the rights and interests of the parties arising under paragraph six of said will, and in and to the property covered by said

sixth ParaSraPh;

[307]*307Second, that this court will construe the will of John Fry, and particularly as to the disposition of the property in question;

Third, that this court will instruct the complainants as to the heirs at law and interest of Charles Fry, Jr., and particularly as to his portion, if any, and the disposition of the estate mentioned in the sixth paragraph of Charles Fry, Sr.

By the first four paragraphs of the will of Charles Sr., he provides for the appointment of executors and trustees, and makes certain minor bequests. In the fifth paragraph he devises to John and Charles Jr., equally, share and share alike, “all my personal property, except stocks, bonds and other securities.”

Then follows the paragraph which gives rise to the present controversy and reads as follows:

“Sixth; As to all stocks, bonds and other securities or real estate of which I may die possessed, I direct my said heretofore mentioned trustees, to hold the same with full power to change any investments at their discretion; whether the same be legal investments or otherwise, until the younger of my two sons shall reach the age of thirty-five years, until that time shall arrive, the income therefrom shall be equally divided between the two. If at that time there be but one son surviving, then the whole of that estate is to be paid over to him, but if both be living that the same is to be equally divided between the two, heirs and assigns forever.”

The younger of the two sons, Charles, Jr., was born November 18, 1891, and died, intestate, October 9, 1918, at the age of twenty-six years and eleven months. In other words, this younger son did not five to reach the age of thirty-five years mentioned in his father’s will. He left no widow nor issue.

The older son, John, was born May 24, 1888, was twenty-two years old when his father died, himself died April 18, 1925, aged thirty-six years and eleven months. He died testate leaving no widow nor issue.

It is alleged in the bill, and admitted by the answers, that the trustees mentioned in the will of Charles, Sr., never qualified for the performance of that duty but that in fact they acted as trustees under the will of Charles Fry, until one of those trustees, Thomas Learning, died December 14, 1911, and after that date no trustee was appointed and qualified to take his place, and that John, the son of Charles, acted as sole trustee. It is also alleged and admitted that [308]*308the income arising under said sixth paragraph was divided equally between the sons, John and Charles, Jr., until the death of the latter, and thereafter the entire income was paid to John until his death on April 18, 1925.

Waiving the technicality of legal qualification of trustees, we have in effect a typical case of an express, active trust before us. Trustees competent to act were named, the cestuis que trustent were designated, the object of the trust was declared, the method of its administration was declared, and a limit of time within legal rulés was pronounced. It should be noted, however, that the cestuis and the remainder men are the same persons in this case, hence some decided cases in which the remainder men are other than the cestuis may not be wholly pertinent to the issues here involved.

The first group of defendants declares that the real question is whether this trust property goes to the now heirs of the original testator, Charles Fry, of his own blood, or whether it was acquired by John Fry, (whose heirs in part at least would be on his mother’s side and not of Chai;les Fry’s own blood) and whether John Fry has made a valid disposition of this same property under his will to strangers.

The second group of defendants declare the issue somewhat differently, viz., intestacy as to part of Charles Fry’s estate developed due to failure of a contingency in his will and lack of a residuary clause, hence a question arises as to whether his heirs at law as of the date of his death or his heirs at law living at the date of the failure of the contingency take the estate which failed.

The “pole star” of testamentary construction is the intention of the testator, when clearly expressed in the will. When so expressed, and it violates no rule of law or public policy, it must be given effect. It overrides precedents and technical rules of construction. Bradbury v. Jackson, 97 Maine, 449. All rules of construction are designed to ascertain and give effect to the intention of the testator, and that intention is to be ascertained exclusively by the words of the will as applied to the subject matter under the surrounding circumstances. Andrews v. Applegate, 223 Ill., 535; 79 N. E., 176; 12 L. R. A., (N. S.), 661. The intention of the testator, expressed in his will, must prevail, provided it be consistent with rules of law, and this rule is one to which all other rules must bend, says Chief Justice Marshall in Smith v. Bell, 6 Pet., 68; 8 U. S., (L. ed), 322. See also [309]*309Methodist Church v. Fairbanks, 124 Maine, 187; Barry v. Austin, 118 Maine, 51; Gregg v. Bailey, 120 Maine, 263.

As we have already observed, this will was executed January 20, 1910. At that time John was more than twenty-one years of age, Charles, Jr. about nineteen. The two sisters, Elizabeth and Isabel, were both alive.

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Bluebook (online)
133 A. 689, 125 Me. 305, 1926 Me. LEXIS 57, Counsel Stack Legal Research, https://law.counselstack.com/opinion/belding-v-coward-me-1926.