Branch v. Dewolf

95 A. 857, 38 R.I. 395, 1915 R.I. LEXIS 76
CourtSupreme Court of Rhode Island
DecidedDecember 3, 1915
StatusPublished
Cited by1 cases

This text of 95 A. 857 (Branch v. Dewolf) is published on Counsel Stack Legal Research, covering Supreme Court of Rhode Island primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Branch v. Dewolf, 95 A. 857, 38 R.I. 395, 1915 R.I. LEXIS 76 (R.I. 1915).

Opinion

Parkhurst, J.

This is a bill in equity filed in the" Superior Court in Providence by John B. Branch, a trustee under the will of John Winthrop, late of Newport, R. I., deceased, for the construction of said will, and has been certified to this court for its determination under the provisions of Chapter 289, § 35 of the General Laws (1909).

John Winthrop died domiciled in Newport, R. I., on March 12, 1886, leaving a will which was duly admitted to probate. The provisions of this will so far as they are of importance in this case are as follows:

“My property is worth about $65,000 consisting of my house in Newport with its contents; $42,000 A & C Bonds in the hands of Mess R. & A Lancaster & Co 66 Bd’way N. Y. — about $7,000 L & Impt Co with the same; & about the same amount money loaned to J. H. de Wolf my nephew — My house with everything I give to my true hearted, faithful wife & loving & beloved friend S. Katharine Winthrop during her life, at her death I give this property to my niece Lizzie de Wolf (as it will then stand) during her life. — At her death I give this same property to the oldest son of my oldest nephew Winthrop de Wolf, lately decd, on condition of his taking & bearing the sole name of John Winthrop, and fur-ther that he shall not dispose or alienate it during his life, — out of the income it is my will that Twenty four hundred dollars shall be paid to my wife in semiannual payments of twelve hundred , and $200 per annum to keep the house in order — At the death of my wife, I will that the same provision out of the income for my niece Lizzie de Wolf shall be made. In *397 both instances this payment to be made first & foremost & under all circumstances. This to be in lieu so far as Lizzie is concerned of my next provision in her favor, which is that •during the life of my said wife Katharine, the said Lizzie de Wolf is to be paid out of the income, $800. pr. Ann. in semiannual payments of $400 each — This I do after consultation with her mother & herself — To my sister Adelaide I give $400 in semi-annual payments dur-ing her life — In case these sum's aggregate $3,400, and should the income exceed this, which I think it will, then the surplus is to be divided between my aforesaid niece in the same proportions of 8 to 4 with my sister Adelaide — In case of the death of either to go as they may direct, and in default of any directions to their heirs in the female line as provided hereafter for my sister. At the death of my niece Lizzie •de Wolf, it will be necessary for the parents or legal guardians of my said grand nephew to decide whether or not he will or not accept the bequest made to him, & upon the •conditions named. Should he reject it, I direct that the ■“Shanty” my Newport'cottage, be sold, with all its contents ■excepting the family portraits, and that the two Cop-leys be returned to Harvard University, unless my Executors should positively object; in which case their destination is left to my Executors unanimous decision.
“The proceeds are then to be thrown with the personal property, and the whole is to be divided between my sisters if alive; or their heirs, if dead in equal proportions. In case the cottage should stand in the name of my wife at her ■decease, I enjoin upon her to make such provisions as may be necessary for that pur-pose, so that it may pass into the possession of my said niece Lizzie de Wolf, according to the intent and meaning of this docu-ment.
“As money is paid into the hands of my executors trustees -or managers of my estate I direct that it shall be invested in good dividend paying stocks & not in real estate. ”

There follow certain bequests of specific sums of money to various relatives and friends; the appointment of execu *398 tors and the execution and witnessing of the will in legal form.

It thus appears that the general scheme of the testator was to provide for his wife for life, giving her a life estate in the only piece of real estate he owned, together with a fixed annual sum of $2,400 from the income of his personal estate for her support and “$200 per annum to keep the house in order;” then after the death of his wife to provide for his niece Elizabeth DeWolf for her life, in the same manner, with certain provision also for her during the life of the wife. After the death of these life-tenants the real estate is given to his grandnephew, oldest son of his “oldest nephew Winthrop de Wolf, lately decd, on condition of his taking & bearing the sole name of John Winthrop” &c., as above recited. This grandnephew, who is J. Winthrop DeWolf, one of the defendants who is before the court, has rejected and renounced this provision by statement in open court, under oath, during his examination as a witness in this case, saying that he is unwilling to comply with the condition annexed to the gift in the will.

It also appears by the allegations of the original bill filed May 15, 1915, all of which are admitted by the answers filed by the defendants, including J. Winthrop DeWolf, that “said J. Winthrop DeWolf has declined to take the sole name of 'John Winthrop/ and has rejected the gift in said will conditioned upon his so doing;” it is therefore to be assumed for the purposes of this case that the said J. Winthrop DeWolf signified his intention to reject said gift at some time between the death of Elizabeth DeWolf (February 25, 1915), when the gift to him became in force, and May 15, 1915; if he had not survived the said Elizabeth DeWolf he would of course have been unable to comply with the conditions, and the gift would have lapsed.

This rejection of this devise of the real estate brings into operation that clause of the will which directs that the Newport cottage be sold with all its contents (except certain portraits) and then further directs as follows: “The *399 proceeds are then to be thrown with the personal property and the whole is to be divided between my sisters if alive: or their heirs, if dead, in equal proportions.” This clause of the will is the subject of the several questions relating to its construction which are propounded by the bill. The last life-tenant, Elizabeth DeWolf, died in Providence on the 25th day of February, 1915, and since J. Winthrop DeWolf is deemed to have rejected the gift of the real estate thereafter, and before May 15, 1915, the direction for its conversion into personal property and the distribution of the whole fund has become operative, and questions have arisen as will be hereinafter set forth as to such distribution.

(1) It is to be noted that the Newport property was the only real estate of John Winthrop and that by the terms of his will his executors, who became trustees under his will, and to whom the complainant Branch is one of the successors, are directed to invest personal estate coming into their hands "in good dividend paying stocks, & not in real estate;” and that in the events which have happened, whereby the direction to convert the Newport property into money and add it to the personal property for distribution, has become absolute, it is manifest that the testator intended that there should never be any real estate to which his sisters or their heirs would become entitled.

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Related

Gee, for an Opinion
115 A. 716 (Supreme Court of Rhode Island, 1922)

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Bluebook (online)
95 A. 857, 38 R.I. 395, 1915 R.I. LEXIS 76, Counsel Stack Legal Research, https://law.counselstack.com/opinion/branch-v-dewolf-ri-1915.