Blake v. Dexter

66 Mass. 559
CourtMassachusetts Supreme Judicial Court
DecidedNovember 15, 1853
StatusPublished
Cited by2 cases

This text of 66 Mass. 559 (Blake v. Dexter) 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
Blake v. Dexter, 66 Mass. 559 (Mass. 1853).

Opinion

Shaw, C. J.

In addition to the ordinary difficulties in putting a satisfactory construction upon a will not drawn with legal skill and technical accuracy, and in ascertaining the precise intention of the testator, we have here to encounter a difficulty of another kind, but perhaps quite as formidable. It is quite manifest upon the face of this will, that the testator entertained a purpose to dispose of his estate in a manner not admissible by the rules of law; so that we are deprived of the benefit of the familiar rule, regarded as almost a sure guide in the interpretation of a will, which seeks for the intent of the testator, and as that is found, to carry the will into execution in conformity with such intent.

1. The first question is, what was the nature and character of the estate created by force of this will? Was the legal estate intended to vest in the objects of the testator’s bounty, his children and grandchildren ? or, was it his intention to accomplish those purposes, which he could consistently with the rules of law, by vesting the legal property in trust, and to provide for the objects of his bounty, by securing the beneficial interests only, to be received by means of the trust thus created ? One consideration bearing upon this point seems very clear, that whatever the nature of that estate was, it must be that of the character impressed upon it by the will, at the time the will took effect; it could not be of a shifting character, so that the estates of the children and grandchildren would be [566]*566sometimes legal and sometimes equitable' interests, according as contingencies might occur.

No fixed or certain form is required to devise an estate m trust; it is not necessary that the estate be devised to one as trustee, with trusts formally declared. If property be devised to persons named or described, and afterwards, one or more persons are named in the same instrument as trustees to hold and keep the same, and apply it, or the income of it, to the use of the person before named as devisee, both clauses will be construed together, to carry into effect the intent of the testator, and it will be construed to be a trust estate. So, where it is manifest that the person intended to be benefited, is not to hold, keep, manage, or have possession of the property, but no trustee is named, the executor, or administrator with the will annexed, will, by implication, be considered as a trustee.

Where, upon the terms of the will, it is left doubtful and open to construction, whether certain clauses and provisions, taken together, constitute a legal or an equitable estate, the intent of the testator, so far as such intent is legal and can be carried into effect consistently with the rules of law, will have a governing influence. Taking all the facts of such a will together, in determining whether in any instance the will creates a legal or a trust estate, that construction will be regarded the true one, which will best subserve and carry into effect all the obvious and legal intentions of the testator.

The first thing to be remarked in this case is, that under this will there is no direct and express devise to anybody ; it is a devise by implication only. In the first clause, accompanied with words common in the introduction of wills, when a testator intimates his intention to make a testamentary disposition of his property, he says, “ in respect to the worldly property,” &c., “ after all my just debts are paid, I hereby request my executor or administrator to appropriate,” &c.

So in a succeeding clause, on the contingency of his wife’s marrying again, he says: “but in that event, I hereby particularly request my executor or administrator to allow and pay over to her, one third part only.” So in case she does not marry, he requests that all the estate be kept under her [567]*567control, subject, &c., and when she departs this transitory life, the estate and effects of every kind be divided equally among his children, and subject, however, to this stipulation, “ that one half only is to be placed under their control as they become of age, and the remaining half to be invested in entailed estate,” &c. There is no express devise, in fee or otherwise, but all these clauses imply necessarily, that the property is held rightfully and by title, property real and personal, with directions from one having a disposing power, to invest, hold, divide, distribute, and dispose of it, in modes in which it could only be done by one having a fee, and, therefore, it is construed to be a legal estate in fee, broad enough to enable a trustee to perform the duties required.

When the will was made and took effect, it looked to three conditions in which the estate might be placed, and for which it was intended to provide: 1st. The widowhood of the wife. 2d. The event of her being married again. 3d. After her decease. In the first case, she is entitled to receive the whole Income. In the second, she is to receive a reduced share of the real and personal property. In the thud, the whole property is to be distributed, disposed of, or invested in real estate to be settled on the children by entail. All these require and imply that the property is to remain together, till after the marriage or decease of the widow. This could hardly be accomplished, except by holding that the property was to be taken and held in trust, and strengthens the presumption that it was so intended by the testator.

But a question might arise, and we think it was intimated in the course of the argument, that the wife herself and not the executor, must be taken and deemed the trustee. There are some expressions, which, if they stood alone, might warrant such a suggestion; and probably the testator himself had no exact legal apprehension of the relations in which, by the terms of his will, he placed the widow and executor respectively. In the middle of the first clause cited, not as a new and substantive provision, but in connection with expressions of confidence in his beloved wife he says, “ I hereby give and bequeath all my estate, real and personal, for her use, and that [568]*568of my dear and much beloved children, to be appropriated in such manner as she may deem most for her and their happiness; subject, however,” &c. These and other expressions in the will are indicative of trust and confidence in the wife, which uncontrolled would correspond with expressions commonly used to create trusts. But they are everywhere modified, and used subject to the advice of the executor or administrator, and subject to the stipulations and provisions to be observed by the executor.

We are, then, to compare these expressions in the will, with those in which the right of property and the power of disposition is given by implication to the executor. By the first clause, he directs his executor to “ appropriate.” This is a clear implication that he is assumed to hold that which he is directed to appropriate. But a much more decisive clause is that in which he directs the executor, in case of her marrying again, to allow and pay over to her, one third only; the other two thirds to be divided, &c. This is a strong implication that the person to whom this direction was given, was the holder of the entire estate. Had the property been supposed to be in the hands of the widow as trustee, instead of directing anything to be paid to her, there would have been a direction to her, to refund and restore two thirds, retaining one third only to her own use.

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Cite This Page — Counsel Stack

Bluebook (online)
66 Mass. 559, Counsel Stack Legal Research, https://law.counselstack.com/opinion/blake-v-dexter-mass-1853.