Billingsley v. Bradley

171 A. 351, 166 Md. 412
Court of Appeals of Maryland·Decided March 5, 1934·No. [No. 22, January Term, 1934.]·Published·Cited by 19 cases

Opinion

Digges, J.,

delivered the opinion of the Court.

John Carson, a member of the bar of Baltimore City, died during the month of April, 1883, leaving a last will and codicil, wherein, after providing for the payment of his debts and funeral expenses, and making specific bequests of certain personal chattels, he created a trust of all the rest and residue of his estate, the pertinent provisions of which are as follows:

“Fourth: All the rest and residue of my entire estate of every sort and description, and wheresoever situate, I give and devise, absolutely and forever to Thomas M. Lanahan and my son John Carson, Jr., and their survivor, his heirs, executors and administrators, in trust as follows:
“Fifth: In trust as to one-fourth thereof (save John’s insurance money) for my daughter Anne for life, for her sole and separate use, free of all marital right and control whatsoever, and after her death in trust absolutely for her children, subject as hereinafter stated.
“Should Annie die without leaving a child or children living at her death, or should such child or children all die within twenty-one years of Annie’s death, then I give and devise said one-fourth to Mattie L., John and Bertha upon the same trusts, and the same extent, and in the same manner, as I have provided for them in the Sixth, Seventh and Eighth clauses of this my will.
“Annie’s children to enjoy the interest and income of said one-fourth during said twenty-one years.
“Sixth: In trust as to one other fourth thereof (save John’s insurance money) ’ for my daughter Mattie L., and her children, upon the same trusts, in the same manner, and to the same extent, with a like provision as to the interest and income during said *414 twenty-one years, and with a like limitation over in favor of John, Annie and Bertha, and their children, as is provided in the Fifth clause of this my will; and Hattie’s estate and interest so limited over, if said limitation takes effeót, is to go as is provided, in the Fifth, Seventh and Eighth clauses of this my will, and upon the same trusts as therein provided.
“Seventh: In trust as to one other fourth part thereof (including John’s insurance money) for my daughter Bertha, and her children, upon the same trusts, in the same manner and to the same extent, with a like provision as to the interest and income during said twenty-one years, and with a like limitation over in favor of Annie, Hattie L. and John, Jr., and their children, as is provided in the Fifth clause of this my will; and Bertha’s estate and interest so limited over, if said limitation takes effect, is to go as is provided upon the same trusts as are set forth in the Fifth, Sixth and Eighth clauses of this my will, and none other.
“Eighth: In trust as to- the remaining fourth part thereof (save John’s insurance money) absolutely for my son John,' Jr., when he arrives at twenty-five years of age, to vest now, and the interest to be payable to him, but the principal not to be payable or saleable until the period aforesaid.”
Codicil.
“First: ■ The bequest of John’s insurance money which by the Third and Seventh clause of my said will I gave and devised to my daughter Bertha I hereby revoke and annul and in lieu thereof and of the conditional bequest thereof, and of my law- library to Bertha by said Third clause which said conditional bequest is also hereby annulled and revoked, I hereby give, devise and bequeath all John’s insurance money aforesaid to go- with and pass under the Fourth clause of my said Last Will and Testament so that-all my children share equally in the same.
“Second: I authorize my executors and trustees from time to time hereafter (including the survivor *415 of said trustees) at all times hereafter in their discretion and judgment to advance to each of any one of my said daughters and each of them such portion of the principal of my said estate coming to them separately as my trustees or their survivor shall deem proper.
“Fifth: I make no provision for my grandson John • O. Naylor as I consider him sufficiently provided for.”

The testator was survived by one son and three daughters, namely, John Carson, Jr., Hattie L., Bertha, and Annie. He also' left one grandson, John C. Naylor, the son of a deceased daughter, Sallie.

His daughter Hattie married Frank de S. Benzinger, who predeceased her. She died January 8th, 1896, leaving surviving her three children, Frank de S. Benzinger, Jr., John Carson Benzinger, and Annie B. Griesser, all of whom are now living.

His daughter Bertha married George N. Webster, and died December 12th, 1893, leaving surviving her husband, who is now deceased, and one daughter, Bertha M. Bradley, now living.

His daughter Annie first married a Hr. Billingsley, by whom she had one son, John C. Billingsley. She married a second time William T. Hutchins, by whom she had no children, and died March 16th, 1930, leaving her husband surviving, and also two grandchildren, the children of her deceased son John C. Billingsley, namely, John Carson Billingsley and Dorothy M. Billingsley, both infants. The mother of these infants, Marie Billingsley, is also alive at this time.

His son, John Carson, Jr., died about January 16th, 1892, intestate, and without issue, he having married one Annie C. Barkley, who subsequently married Thomas J. Lindsay and died about October 21st, 1927.

On June 5th, 1930, the descendants of the testator’s childred, other than his daughter Annie, filed a bill of complaint against the two infant grandchildren of the daughter Annie, *416 and'David S. Carter, substituted trüstee. The prayers of the bill are: (1) That the court construe the fifth clause of the will of the said testator; and, if it be found by a true construction of said clause that the trust therein created came to an end upon the death of the said daughter Annie, (2) that a decree may be passed for the sale of the said real estate and' securities; (3) that a trustee may be appointed to make said sale; (4) that the proceeds of said sale,-together with the cash in hand, may be distributed among the persons entitled thereto according to' their respective rights and interests; and (5) for general relief. The defendants filed their answers, admitting the facts set forth in the bill, but disputing and denying the construction of the will as contended for by the complainants. The lower court construed the will in conformity with the complainants’ contention, and decreed that the property be sold for the purpose of partition among them. The appeal here is from that decree.

The two propositions contended for by the appellants are: First, that the provisions of the will creating and continuing the trust estáte are void as violative of the rule against perpetuities; and, second, that the words “child ’or children,” as used in the fifth clause of the will in respect to> the daughter Annie’s share; should be construed as including “grandchildren.”

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Billingsley v. Bradley, 171 A. 351, 166 Md. 412 (Md. 1934).

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