Boston Safe Deposit & Trust Co. v. Waite

179 N.E. 624, 278 Mass. 244, 1932 Mass. LEXIS 794
CourtMassachusetts Supreme Judicial Court
DecidedJanuary 28, 1932
StatusPublished
Cited by17 cases

This text of 179 N.E. 624 (Boston Safe Deposit & Trust Co. v. Waite) 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
Boston Safe Deposit & Trust Co. v. Waite, 179 N.E. 624, 278 Mass. 244, 1932 Mass. LEXIS 794 (Mass. 1932).

Opinion

Wait, J.

The question before us is the interpretation to be given the words “my heirs at law” in the fifth article of the will of Martin L. Hall. The principle to be followed in answering it is to get at the intent of the testator and to give it effect unless some positive rule of law prevents. Temple v. Russell, 251 Mass. 231, 235, 236. Crowell v. Chapman, 257 Mass. 492.

Martin L. Hall executed his will in 1871. His family then consisted of his wife, Josephine S., and an only child, George G. Hall. Although the record does not so state in words, it is apparent that the testator then had no other issue. The will shows that he contemplated that there might be further issue of his marriage. By the law then in force, Gen. Sts. cc. 91 and 94, his heirs at law were the issue of his marriage; and, if no issue remained at the time of his death, his heirs at law would be his living brothers and sisters and the descendants of deceased brothers and sisters by representation. The rights of the widow as a statutory heir need not be stated. They are immaterial here. The same law was in force at his death.

By the fifth article of his will he gave to trustees “such sum of money as shall equal the amount of as many times Seventy Five Thousand Dollars as the number of my children living at the time of my decease,” to hold, manage and take care of; to divide into as many shares as there should be living children; to apportion one share to each child; to apply so much of the income of each share as they shall see fit to the education, maintenance and support of the child during its minority accumulating the balance, [246]*246and “from the time of his or her attaining the age of twenty-one years to hold the whole of his or her said share and said accumulations ... to collect and receive the rents and income thereof which shall accrue during his or her natural life and ... to pay over the remainder thereof to him or her during his or her natural life quarter-yearly upon his or her receipt or order therefor and not by way of anticipation and so asroot [s«fi] to be liable for or subject to his or her debts contracts or engagements . . . and at and from the time of his or her decease. In trust to hold said share ... to the use of his or her child or children then living . . . [issue of any deceased child to take parent’s share by representation] and to convey the same in fee and absolutely accordingly, and if there shall be no such child or issue living at the time of his or her decease, then in trust to hold the same to the use of his or her brothers and sisters then living and the issue then living of any deceased brother or sister of him or her . . . [issue to take by representation] and if there shall be no such child or issue of any such child or brother or sister or issue of any such brother or sister living at the time of his or her decease then in trust to hold the same to the use of and to convey the same to my heirs at law in fee and absolutely.” Each child might in certain circumstances request payment to him or herself of $25,000 from his or her share, which the trustees “if in their judgment it is discreet to trust him or her with the same” might pay over.

By the nineteenth article, the residue of the estate, after payments of debts, legacies and sums as provided by the will and the decease of the widow, was to be similarly divided into as many shares as there were children living at the testator’s decease, each share to be held “upon the same trusts for the same purposes and for the use and benefit of the same persons as hereinbefore declared in Article Fifth of this Will,” except that provision was made for distribution of portions when the child reached twenty-one and thirty years of age, subject to power in the trustees to retain the fund if in their judgment it was for the best interest of the beneficiary to retain control.

[247]*247With the exception of gifts to two faithful employees, provision for the widows of two deceased brothers, and donations to a church in Raynham, to the town of Brookline and to four charitable associations for charities, the will gave nothing to any one except his widow, his children, his brothers and sisters and issue of living or dead brothers and sisters. It stated his intention that the provision made for his widow should be in lieu of her claim for dower or thirds in his estate “and all other claims of hers in or to my estate.” The intent is manifest to keep the bulk of his property in the Hall family, and, so far as he could, to keep it from being wasted through weakness in his children.

If he intended by the words “my heirs at law” to mean those who would be his heirs at law at the time of his death, then, in all probability, he was giving to his children the remainders in fee after the expiration of the beneficial life estates devised to them, and, in large part, was undoing what he had sought to do by the spendthrift provisions of his will. This remainder, on that assumption, could vest in possession in any person other than a representative of a child of his only if he survived the longest liver among his children and all the issue of his deceased children. If, however, he meant by those words those who would be his heirs at law if he were to die immediately after the holder of the life estate, then his spendthrift provisions would have full effect, and his brothers and sisters or their issue would probably take the remainder. We think the latter was his intention. No power of disposition by will over the remainder was given to any child. After the death of the life tenant, the trustees were to hold to the use of “my heirs at law,” and thereafter to convey. It is improbable that it was intended to direct the trustees to hold to the use of a dead man; yet no other meaning is possible if the fife tenant was the heir at law contemplated. We think an intention appears from the will that no child of the testator shall have an interest as his heir at law in this remainder.

The testator died in 1875, leaving his widow and his son George G. Hall surviving. He had had no other child. [248]*248The widow accepted the provision for her made by the will and claimed nothing else from the estate. The funds under the fifth and nineteenth articles of the will were set aside. The widow died, testate, in 1897. George G. Hall received the income and some portions of the principal of the trust fund during his life, and died, testate, leaving no issue, in 1930.

The trustee filed its petition for instructions setting out that cláims for the funds were made by George’s widow as executrix of his will; by claimants under the will of Josephine S. Hall, widow of Martin L. Hall; by descendants of brothers and sisters of Martin L. Hall claiming as heirs at law of the testator ascertained at the death of George G. Hall but of a class created at the death of the testator; by descendants of the testator’s brothers and sisters claiming as heirs at law of the testator ascertained at the death of George G. Hail and being issue of such brothers and sisters; and by descendants of the testator’s brothers and sisters claiming as heirs at law of the testator ascertained at the death of George G. Hall and being children of such brothers and sisters. The judge of probate held that the executrix of the will of George G. Hall was entitled to the funds, and instructed accordingly. The other claimants appeal.

All parties concede that, ordinarily, the words “my heirs at law” when used by a testator to indicate donees mean those persons who take an estate of inheritance in his estate at his death. Gilman v.

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Bluebook (online)
179 N.E. 624, 278 Mass. 244, 1932 Mass. LEXIS 794, Counsel Stack Legal Research, https://law.counselstack.com/opinion/boston-safe-deposit-trust-co-v-waite-mass-1932.