Bowerman v. Gibson

123 A. 573, 144 Md. 1, 1923 Md. LEXIS 149
CourtCourt of Appeals of Maryland
DecidedJune 26, 1923
StatusPublished
Cited by1 cases

This text of 123 A. 573 (Bowerman v. Gibson) is published on Counsel Stack Legal Research, covering Court of Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bowerman v. Gibson, 123 A. 573, 144 Md. 1, 1923 Md. LEXIS 149 (Md. 1923).

Opinion

Adkins, J.,

delivered the opinion of the Court.

Charles B. Taylor and Georgeanna Taylor, his wife, by a declaration of trust, dated September 15th, 1852, disposed of certain property therein described, the uses and purposes of the trusts created being set forth in said deed as follows:

“First — For the sole and separate use, benefit and enjoyment of Georgeanna Taylor, wife of said Charles B. Taylor, during the joint lives of said Georgeanna and of said Charles and during the lifetime of the sur *3 vivor of them so long as he or she shall after the death of him or her first dying remain sole and unmarried to the use, benefit and engagement of such survivor, and upon the second marriage or the death of such survivor or whichever event shall first happen thereupon, thenceforth to the use, benefit and enjoyment of all the children, issue of the marriage now existing between said Charles and said Georgeanna, viz., of the children now being and of such others their children as during their now marriage (or within the period contemplated by law after said Charles’ death, should he first die) may hereafter be born and who may be living at the time of the ensuing of such use and benefit and so as to be lawful issue of those children surviving the parent among those children, such issue taking per stirpes, so that said children and issue aforesaid shall receive and enjoy the income and profits of said trust estate to their sole and separate and personal use and benefit without power of disposing of the same or of any interest therein by way of anticipation or incumbrance, transfer or assignment. It being intended and hereby expressly stipulated that immediately upon the said Charles or said Georgeanna either surviving the other contracting and performing a second marriage, viz., any marriage other than that now existing, all interest of such party surviving and so marrying in and to and out of said trust estate shall forthwith cease and determine, and thenceforth the entire rents, issues and profits of said estate to be received by said other cestui que trusts and children and issue of the children of said Charles and Georgeanna by their now marriage then living and upon further trust that upon the death of any of such children or issue so surviving the life or widowhood of said Charles or Georgeanna (whichever shall survive the other), then in trust to convey, assign and transfer the interest and claim of such children or issue, then dying to the heir or heirs of such children or issue, should he, she or they leave issue of their, her or his body then living, but if none such, then his, her or their interest in said trust estate to *4 revert to the common fund to be enjoyed by the surviving children, issue or child of said Georgeanna and Charles aforesaid during his, her or their lifetime.”

This Oourt was called upon to construe the above mentioned deed in the case of Bowerman v. Taylor, reported in 126 Md. 203, in so far as concerned the interests of the parties to the.suit in the then existing circumstances.

It appeared from the record in that case (which we are asked to consider as supplementing the record filed in the present case) that m> children were bom to the settlors after the date of said deed, and that all of the children who were then living were still alive at the time of the death of the surviving settlor except Melville Taylor, a. son, who died September 16th, 1884, unmarried and without issue. At the time of the hearing of the former case two of said surviving children had died, one of them leaving children and the other leaving a daughter and children of a deceased daughter; and the question presented in that ease was whether the trusts created by said deed, for the benefit of the children of the settlors then living and the1 children of deceased children, were valid or whether they violated the rule against perpetuities. It was held that the rule Was not violated as to any of the parties to that suit, all of them either having been in existence at the date of the deed, or their interests necessarily vesting, if at all, at the death of persons who were living at the date of the deed.

Since that case was decided, Mrs. Evelyn J. MoKenney, one of the children of the settlors, has died without leaving issue, and we are now required:

(a) To construe the deed in reference to its disposition of remainders after the death' of a child without leaving issue.

(b) To decide whether such disposition violates the rule against perpetuities.

The petition in this case was filed by John O. Bowerman, the surviving trustee, and Clara Taylor, against Caroline A. *5 Gibson, Winfield. J. Taylor and Décima S. II. Taylor, his wife, and the said Decima S. TI. Taylor, trustee of Winfield J. Taylor, Florence Van Rensselaer, Lyndsay Van Rensselaer and Lolita Van Rensselaer, his wife, Maud R. Taylor and Harold A. Taylor, her husband, Dorothy M. Fields and Melvin J. Fields, her husband, and Marjorie P. Graham.

Clara Taylor, Caroline A. Gibson and Winfield J. Taylor were, at the time of the death of Mrs. McKenney, the only surviving children of the settlors; Florence Van Rensselaer and Lyndsay Van Rensselaer are children of Florence Van Rensselaer, a deceased daughter of the settlors; Maud R. Taylor is a daughter, and Dorothy M. Fields and Marjorie P. Graham are grand-daughters of George M. Taylor, a deceased son of settlors, the said Florence Van Rensselaer and George M. Taylor having died after the death of the surviving settlor, but prior to the death of Mrs. McKenney. Pending these proceedings Caroline A. Gibson died, leaving the following children, viz.: Mary IT. Bowerman, who married John O. Bowerman; Charles M. Gibson, a widower; William Howard Gibson, who' married Mary Gibson; and Clara T. G. Wilson, who married Young O. Wilson, Jr. These children with their spouses were by order of court made parties to the proceedings.

The position of appellants is that the only parties beneficially interested' at the time of the death of Mrs. McKenney, in that part of the trust estate formerly held by her as equitable life tenant, were the three children of the settlors then living, who took equitable life estates one-third each, and those who might be entitled in remainder after said life tenants’ deaths respectively under the plan of devolution provided by said deed of trust; and that, Mrs. Gibson having died after Mrs. McKenney’s death, the one-third part which Mrs. Gibson took as life tenant devolved upon her children absolutely.

On behalf of the appellees, other than the children of Mrs. Gibson, it is contended that at the death of Mrs. McKenney *6 the three surviving children of the settlors took equitable life interests., each one-fifth, and the issue of deceased children of the settlors took absolutely the other two-fifths, per simpes, and that the one-fifth part, of which Mrs. Gibson became the equitable life tenant, on her death devolved upon her children absolutely.

The learned court below sustained the contention of appellees.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Boynton v. Barton
64 A.2d 750 (Court of Appeals of Maryland, 1949)

Cite This Page — Counsel Stack

Bluebook (online)
123 A. 573, 144 Md. 1, 1923 Md. LEXIS 149, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bowerman-v-gibson-md-1923.