Boynton v. Boynton

266 Mass. 454
CourtMassachusetts Supreme Judicial Court
DecidedMarch 7, 1929
StatusPublished
Cited by18 cases

This text of 266 Mass. 454 (Boynton v. Boynton) 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
Boynton v. Boynton, 266 Mass. 454 (Mass. 1929).

Opinion

Carroll, J.

This is a petition for instructions as to the meaning of certain portions of the will of Everett E. Tarbell. The petitioner is the sole remaining executrix of the will. The respondents are Bertha F. Boynton in her individual capacity as the daughter of the testator, and said Bertha F. Boynton as administratrix of the testator’s widow; Beatrice Wallace Duffey, the testator’s grandniece; and Adelaide L. Tarbell, administratrix of the testator’s son, Rudolph E. Tarbell.

The will was executed February 23, 1911. The testator’s wife, Lizzie D. Tarbell, was then living, as well as were his two daughters, Bertha F. Boynton and Cecil Tarbell, and one son, Rudolph E. Tarbell. The testator died May 18, 1920. His daughter Cecil died unmarried in April, 1919. [457]*457His sister Lydia predeceased him, leaving no children but one grandchild, the respondent Beatrice W. Duffey. The testator’s widow survived him. On August 10, 1920, she waived the provisions of the will. She died November 3, 1926. The surviving daughter of the testator, Bertha F. Boynton, is married but has no issue. The testator’s son, Rudolph, was married; he died subsequent to his father on October 7, 1922.

The will, after a bequest to Lydia Frazier, the testator’s sister, provided that the residue should be held in trust, the trustees to pay to the testator’s widow the sum of $150 monthly during her lifetime; to pay to his son, Rudolph, $50 monthly during his lifetime, and in the event of the son’s death leaving issue, “then to such issue for the remainder of the term” of the trust. The trustees were then directed as follows:

“To pay to my daughters Bertha' F. Boynton and Cecil Tarbell each one half of the balance of the income remaining after the payments to my said wife and son and in the event of the death of my said wife or of my son, leaving no issue, then his or her share to be equally divided between my said daughters and in case of the death of either of my said daughters during the existence of this trust leaving issue then such issue shall stand in the place of such daughter.

“I direct my said trustees after the death of my said wife Lizzie D. Tarbell and my son Rudolph Ernest Tarbell to divide all the remaining property between my said daughters Bertha and Cecil but in the event of the death of either or both of my said daughters leaving issue then such issue to take the place of the deceased daughter or daughters and in case both my said daughters die without leaving issue then I direct my trustees to divide my property between the children and grandchildren of my sister Lydia, share alike.”

1. The will provided that on the death of the testator’s wife and son the corpus of the estate was to be divided. The language of the will shows this. The testator said “after the death of my said wife . . . and my son ... to divide all the remaining property.” The words “after the death” mean after the death of both the wife and son. Lor[458]*458ing v. Coolidge, 99 Mass. 191. Dole v. Keyes, 143 Mass. 237, 239. Richardson v. Warfield, 252 Mass. 518, 521. The petition before us was dated June 2, 1926. Mrs. Tarbell, widow of the testator, was then living; she died November 3, 1926. The judge of probate decided that by her waiver of the provisions of the will the trust was accelerated and that it ended on the death of the testator’s son. This ruling was right. The widow, by renouncing any benefit under the will and electing to take such portion of the estate as she would take if her husband had died intestate, was no longer interested in the trust. The will must be interpreted as if it contained no provision for her, and the trust therefore terminated on the death of the son, Rudolph. Brandenburg v. Thorndike, 139 Mass. 102. Shreve v. Shreve, 176 Mass. 456, 458. Crocker v. Crocker, 230 Mass. 478, 481. Hesseltine v. Partridge, 236 Mass. 77, 80. Cases in which it appears that a provision for the wife was for the benefit of a third person are to be distinguished. See Leonard v. Haworth, 171 Mass. 496; Crocker v. Crocker, supra. The purpose of the trust was to secure the monthly payments of the sums designated to the wife and son. The wife having waived the provisions of the will in her favor and the son having died on October 7, 1922, the trust came to an end at that time.

The will directed that upon the death of the wife and son the trustees were "to divide all the remaining property between my said daughters Bertha and Cecil.” These words do not mean that the income only was to be distributed at the time designated. In the preceding paragraph the testator had provided for the disposition of the income remaining after payments to the wife and son as well as the income after their deaths. In the paragraph in question he disposed of the corpus of the estate. It was his intention to do this as shown by the frame of the will, and the language used. He intended that his beneficiaries were to hold in fee after the termination of the trust. See G. L. c. 191, § 18. Bassett v. Nickerson, 184 Mass. 169, 173. The words of the testator directing the trustees after the deaths of his wife and son "to divide all the remaining property” between his daughters [459]*459are indicative of his wish that the distribution should take place at that time. The words, “in case both my said daughters die without leaving issue then I direct my trustees to divide my property between the children and grandchildren of my sister Lydia,” do not require that a different interpretation should be given to the direction as to the time for the division of all his property. The language shows it was the testator’s intention that the limitation over was to take effect, if at all, at the time the trust terminated. One payment or distribution at one time was contemplated. Pope v. Farnsworth, 146 Mass. 339, 342, 343. See Donnell v. Newburyport Homœopathic Hospital, 179 Mass. 187.

The ultimate distribution of the estate was to take place when both the son and wife had died. The proviso in the will, “in case both my said daughters die without leaving issue,” concerns the disposition of the property in the event that both should die without issue before the time for final distribution had arrived. This provision has no effect on the ultimate distribution of the property, when the time for distributing has already arrived and the daughter Bertha is alive.

Since the testator’s daughter Bertha survived the time for final distribution, and is now alive, the contingency upon which the respondent Duffey, the descendant of the testator’s sister Lydia, might have taken did not happen, that contingency being the death of both the testator’s daughters during the lifetime of his wife and son or the survivor of them. There was no intention manifested by the testator to make the gift to the descendants of Lydia independent of that contingency; it was only on the happening of the particular event that they were to become beneficiaries. It follows from this that the decree of the Probate Court, that the limitation over to the children and grandchildren of Lydia was contingent on the death of the testator’s daughters without issue, in the lifetime of the testator’s widow and son or the survivor of them, was right. 2, It is contended by the respondent Boynton that the gift to the daughters was a gift to a class and not a gift to the individuals, that upon the death of one the survivor takes the whole.

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Bluebook (online)
266 Mass. 454, Counsel Stack Legal Research, https://law.counselstack.com/opinion/boynton-v-boynton-mass-1929.