Carter v. Davis

18 Haw. 439, 1907 Haw. LEXIS 67
CourtHawaii Supreme Court
DecidedOctober 25, 1907
StatusPublished
Cited by6 cases

This text of 18 Haw. 439 (Carter v. Davis) is published on Counsel Stack Legal Research, covering Hawaii Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Carter v. Davis, 18 Haw. 439, 1907 Haw. LEXIS 67 (haw 1907).

Opinion

OPINION OF THE COURT BY

BALLOU, J.

This is a submission upon an agreed statement of facts wherein the plaintiff trustee seeks the instruction of the court as to the person to whom he shall convey certain real estate remaining in his possession at the termination of his trust. The controversy is substantially between Mary II. S. Davis, on the one hand, and her minor children, Henry A. P. Carter and Grace S. Carter, represented by their guardian, on the other, both parties claiming to be entitled to a conveyance of the property in question.

[440]*440The real estate is a portion of the premises known as Sweet Home conveyed to the trustee b}r trust deed dated March 8, 1879. The grantors were Helen Seymour Judd and others, but the consideration was paid by Henry A. P. Carter and it appears from the face of the instrument that the deed was in the nature of a settlement by IT. A. P. Carter for the benefit of his wife and children. The portion of the trust deed material to the present issue is the declaration of the trust in the habendum, reading as follows:

“In trust nevertheless as follows: During the life of Sybil Augusta Carter wife of the said Henry A. P. Carter to allow her to occupy and enjoy the said -estate she paying the taxes and all necessary charges and expenses or at her election to pay over to her the net rents and profits thereof or of the proceeds thereof if sold as hereinafter provided but in no event shall the said estate or any interest therein or the rents or profits thereof or the income of the proceeds thereof be subject or liable to any marital control obligations or direction and at her death in further trust to allow the children of the said Sybil Augusta Carter by the said Henry A. P. Carter and such person or persons as their guardian appointed by. authority of a Court of competent jurisdiction in the said Hawaiian Islands or under the will of the said Henry A. P. Carter shall in writing nominate and appoint to occupy and enjoy the said estate until all of said children if they so long live shall have arrived each to the age of twenty years said guardian paying the taxes and all necessary charges and expenses or at the written request of such guardian for the time being to pay over to the said children and to the heirs and legal representatives of any of the said children who may hereafter decease the net rents and profits thereof in equal shares according to the number of said children now living or hereafter born (such heirs and legal representatives taking by way of representation, and not according to number) and when all of the said children shall if they so long live have come to the age of twenty years or if‘no one of them shall so long live at the death of the last surviving one of them to convey and transfer the said estate or to pay and deliver over the proceeds and all unapplied income thereof (in case of sale) in equal shares to such of the said children as shall then be living and to the heirs and legal [441]*441representatives of any who shall have hereafter deceased, (such heirs and legal representatives taking by way of representation and not according to number) or if no one of said children reach said age in like manner to the heirs and legal representatives of all of the said children by way of representation But Provided always and it is hereby declared and agreed that the said trustee and any successor in said' trust upon the request in writing of the said Sybil Augusta Carter and of the guardian for the time being (appointed as aforesaid) of the said children pr of any of them shall sell and convey or lease or mortgage the said estate or any part thereof or interest therein according as he may be so requested holding the proceeds thereof upon the same trusts as are herein expressed regarding the estate hereby conveyed and no purchaser at any such sale shall be answerable for the application of the purchase money or the said trustee or any successor in such trust may in his discretion at any time upon the written request of the said Sybil Augusta and of the guardian for the time being-of any of the said children (being appointed as aforesaid) convey and transfer the estate hereby conveyed or pay over the proceeds thereof if sold to the said Henry A. P. Carter and the trust hereby created shall thereby bo wholly discharged and released therefrom and it is further hereby provided declared and agreed that at any time after the death of the said Sybil Augusta Carter and while said trusts or any of them shall be undetermined the said trustee and any successor in said trust upon the written request of the Guardian as aforesaid will sell and convey or mortgage or lease said estate or any part thereof or interest therein according as so requested holding the proceeds thereof upon the trusts aforesaid.”

At the time of the execution of the deed Henry A. P. Carter and Sybil Augusta Carter, his wife, had five living children, and afterwards had a son who died in infancy.

Henry A. P.-Carter died November 1, 1891.. Charles I. Carter, the eldest child, died January Y, 1895, leaving as the sole devisee under his will his widow, now Mary H. S. Davis, and as his sole heirs at law his two minor children, who are defendants in this case. Cordelia J. Carter, the youngest surviving child, reached the age of twenty years'on May 1Y, 1899, Sybil Augusta Carter, being still alive. This court held in [442]*442Carter v. Carter, 14 Haw. 505, that the trust did not terminate at that time but would continue until the death of Sybil Augusta Carter. Since that decision Sybil Augusta Garter has died and the land has been partitioned amongst the surviving children with the exception of the portion now in dispute, which is_the share to which Charles L. Carter would have been entitled if he had survived his mother. As he did not do so, the issue is now presented as to whether his share in the estate was so vested as to pass to his widow by the terms of his will, or whether it should be conveyed to his minor children as his heirs at laAv by virtue of the terms of the trust deed.

As a matter of grammatical construction we think the duty of the trustee, upon the termination of the trust, to be sufficiently clear. He is to coiivey and transfer the estate in equal shares (1) “to such of the said children as shall then be living” and (2) “to the heirs and legal representatives of any who shall have hereafter deceased (such heirs and legal representatives taking by way of representation and not according, to number.)” There is no difficulty in determining which of the children referred to were living at the specified time, and they have already received their shares. There is scarcely any greater difficulty in determining the heirs of the deceased child, Charles L. Carter; this court having already held, in construing the will of his father, that a devise to his “heirs” was a devise to those who would take under the statute of descent, which excluded his widow. Carter v. Carter, 10 Haw. 687.

It is argued, however, that under the terms of the trust deed Charles L. Carter had during his lifetime a “vested interest” in this real estate, by which counsel for Mrs. Davis mean an interest transmissible by devise under his will. The interest in question is undoubtedly in the nature of an equitable remainder, limited after the termination of the equitable estate for the life of Sybil Augusta Carter, and until the attainment of twenty years by the. youngest child, but we are of the [443]*443opinion that, by the great weight of authority, it is a contingent, and not a vested, remainder.

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Bluebook (online)
18 Haw. 439, 1907 Haw. LEXIS 67, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carter-v-davis-haw-1907.