Byington v. Fuller

587 P.2d 636, 1978 Wyo. LEXIS 248
CourtWyoming Supreme Court
DecidedDecember 11, 1978
DocketNo. 4924
StatusPublished
Cited by3 cases

This text of 587 P.2d 636 (Byington v. Fuller) is published on Counsel Stack Legal Research, covering Wyoming Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Byington v. Fuller, 587 P.2d 636, 1978 Wyo. LEXIS 248 (Wyo. 1978).

Opinion

ROSE, Justice.

This is an action for declaratory judgment. The complaint was filed by appellee, First Wyoming Bank, N.A. — Cheyenne, as Successor Trustee of the Trust under the Last Will and Testament of Charles W. Burdick, deceased, against appellant, Zoe Burdick Byington, and also Thomas Reid Fuller, Mary Stevens Fuller Ramsay, Elizabeth Fuller Gardner, Florence Johnston Miller, Emily D. Johnston Howard, Elizabeth D. Johnston Thompson, Helen Reed Cole, Margaret Truesdall Ayers, Jane Truesdall Jones, James Truesdall, Katherine Truesdall Crampton, and Burdick Truesdall (hereinafter referred to as “children”) to determine, in effect, whether the assets of the trust should be distributed to such children and the appellant per capita or per stirpes. A separate answer was filed by appellant, Zoe Burdick Byington, and a separate answer was filed by Margaret Truesdall Ayers, Jane Truesdall Jones, James Truesdall, Katherine Truesdall Crampton, and Burdick Truesdall (hereinafter referred to as “other appellees”). The other children did not answer. Cross-claims were filed asserting issues other than the manner of corpus distribution and are irrelevant to the questions here on appeal.

A motion for summary judgment was filed by appellee, First Wyoming Bank, N.A.' — Cheyenne, as Successor Trustee of the Trust under the Last Will and Testa[637]*637ment of Charles W. Burdick, deceased, and a hearing was held thereon. The summary judgment was granted by the trial court and this appeal is taken from that judgment.

No evidence was presented or received and the matter was, and is, before the court on the facts agreed upon from the pleadings, a brief summary of which follows:

Decedent died January 8, 1927, leaving a will dated May 7,1919, in which he appointed his daughter, Margaret Fuller Burdick (who later became Margaret Burdick Hewlett) and Blanch 0. Lummis as Trustees, and, by implication, Executrices. By codicil, Blanche 0. Lummis was replaced by George Willson Hewlett. The entire estate was given to the joint Trustees in trust during their lives and during the life of the survivor.

The relevant part of the will, which seeks to dispose of the corpus of the trust, is designated as paragraph Seventh in this ^opinion and provides that when the trust is terminated, the corpus should be distributed

“equally among the children then living of my half sister Jane Truesdall, my half brother Leander Fred Burdick, my brother in law Robert P. Fuller and my niece in law Katherine Johnston and my niece in law Mary Tidball Reed, and in the event described in this paragraph I hereby devise all of my estate then remaining to the said children living in the proportions above set forth.”

Mrs. Hewlett died without issue on December 16, 1976, her joint trustees, George Willson Hewlett and Blanche 0. Lummis, having predeceased her. The Testator’s half-sister, Jane Truesdall, half-brother, Leander Fred Burdick, brother-in-la ±, Robert P. Fuller, niece-in-law, Katherine Johnston, and niece-in-law, Mary Tidball Reed, also predeceased Mrs. Hewlett. At Mrs. Hewlett’s death, five children of Jane Truesdall were living; one child of Leander Fred Burdick was living; three children of Robert P. Fuller were living; three children of Katherine Johnston were living; and one of Mary Tidball Reed’s two children was living. All of these children were named defendants in this action.

The only issue in this case was, and is,\ whether the distribution of the assets of the ) trust should be per stirpes or per capita/ Appellant contends for the per-stirpital distribution, and the other appellees contend for per-capita distribution.

The trial court decided the issue in favor of a per-capita distribution when it held

“. . . that the said Will intends and means that, upon distribution, the assets subject to distribution now in the hands of Plaintiff, as Trustee, and any assets subject to distribution, subsequently coming into the hands of the Plaintiff, as Trustee, be distributed to the Defendants [all of the surviving beneficiaries named in the Will] on a per capita basis, \ one-thirteenth (Vis) to each. . . ” j [Bracketed matter supplied]

We will affirm the judgment of the trial court.

Appellant’s argument is that paragraph Seventh is ambiguous, doubtful and uncertain and, therefore, the following rules apply:

“1. When the distribution is between devisees or legatees of unequal degrees of relationship to the ancestor, the distribution should be made per stirpes (in such case the words ‘equally’ or ‘equally divided’ are used to indicate an equal division among a class).
“2. The naming of specific persons identifies testator’s primary objects and determines the generational level at which division should be made.
“3. The inclusion of the last provision of Clause 7 with its measure of ‘in the proportions above set forth’ would be unnecessary and superfluous if not to direct a per stirpital distribution. A per capita distribution could exist without this provision. The lawyer testator can not be said to have used the words needlessly. The reference to ‘above’ proportions are to previous clauses in which per stirpital disposition is definitely set forth.
“4. The use of the word ‘proportion’ indicates an intent for a stirpital distribu[638]*638tion. The word ‘equally’ as here used is ambiguous; but by adding the word ‘proportion’, the testator set forth his intention to apply a ratio and remove the ambiguity by designating a per stirpes disposition.
“5. The fact that a per capita division will operate to the prejudice of one of the testator’s family has been taken as indicative of an intention to make a per stirpes division.
“6. Doubt should be resolved in favor of per stirpes distribution. It should favor that construction which adheres to the statute of descent.” (From appellant’s brief)

The other appellees respond to these assertions by urging that paragraph Seventh is not ambiguous or uncertain and, according to its plain terms, calls for a per-capita distribution.

Paragraph Seventh is Clear, Unambiguous and Requires Distribution Per Capita

r- We agree with the contention of the oth- / er appellees that paragraph Seventh is clear ( and unambiguous, thus leaving no room for judicial interpretation or construction. This means that there is no reason to consider the various other contentions of the appellant since they have to do with rules of construction only. The testator directed, in paragraph Seventh, that the “estate be divided equally,” and in the same sentence he i devised all of the estate “to the said chil-j dren then living in the proportions set out above.” These directions are clear and unmistakable, and to give them meaning other than that conveyed by their plain, unequiv-i ocal language would be an exercise in judi-cial tinkering.

We talked about “judicial tinkering” in Markle v. Williamson, Wyo., 518 P.2d 621, 625, when we quoted from Kilpatrick v. Superior Court, 105 Ariz. 413, 466 P.2d 18, 27, as follows:

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Cite This Page — Counsel Stack

Bluebook (online)
587 P.2d 636, 1978 Wyo. LEXIS 248, Counsel Stack Legal Research, https://law.counselstack.com/opinion/byington-v-fuller-wyo-1978.