Concord Nat'l Bank v. Trustees Uwo Hill

310 A.2d 130, 113 N.H. 490, 1973 N.H. LEXIS 304
CourtSupreme Court of New Hampshire
DecidedSeptember 28, 1973
Docket6486
StatusPublished
Cited by1 cases

This text of 310 A.2d 130 (Concord Nat'l Bank v. Trustees Uwo Hill) is published on Counsel Stack Legal Research, covering Supreme Court of New Hampshire primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Concord Nat'l Bank v. Trustees Uwo Hill, 310 A.2d 130, 113 N.H. 490, 1973 N.H. LEXIS 304 (N.H. 1973).

Opinion

Griffith, J.

Ewing Hill, Jr., died without issue on April 11, 1948, leaving a will dated June 5, 1944, and a codicil dated November 28, 1945. The residuary clauses contained in both the will and the codicil provided for alternative dispositions in the event that the residuary estate did, or did not, exceed $100,000. The parties stipulate that the residuary estate did exceed that amount and, therefore, only those provisions which are applicable will be considered.

The testator had two brothers and a sister each of whom, unlike the testator, had several children. One brother, Daniel A. Hill, predeceased the testator and left four children, Franklin K. Hill, Elizabeth Hill, Kathryn Hill Holmes and Daniel A. Hill, Jr. The surviving siblings of the testator, Charles Van Dyke Hill and Florence Hill Buysse Oliver, had a total of five more children. Edward Lewis Hill and Joyce M. Hill Atkinson were born to Charles. Ewing Hill Buysse, Octavia Hill Buysse and George A. P. Oliver, Jr., were the offspring of Florence. The testator’s surviving brother and sister and all nine nephews and nieces were known to the testator when he executed his will and codicil and all of them survived the testator.

Paragraph eight of the testator’s will made his surviving brother and sister and eight of his nine nieces and nephews *492 life income beneficiaries of a trust to be divided into ten equal shares. The remaining, nephew, Daniel A. Hill, Jr., was omitted by the testator because he had failed at a business in which the téstator had invested. The codicil altered this relatively uniform scheme by providing that Octavia Hill Buysse receive the income for her life from three of the ten equal shares of the trust. Concomitantly, the testator directed that Ewing Hill Buysse and George A. P. Oliver, Jr., would each receive the income for their lives from one of the ten equal shares of the trust only if Octavia Hill Buysse married. The testator’s choice to increase the bequest to Octavia is explained by her lifelong illness and inability to provide for herself. The shares of Ewing Hill Buysse and George A. P. Oliver, Jr., were reduced to conditional bequests because they had benefited under the will of the testator’s father, Ewing Hill, Sr.

Because the life income beneficiaries all survived the testator and were personally known to him, the testator could specifically name them and their identities are undisputed. The identities of descendants of the life income beneficiaries were less clear to the testator. The necessarily descriptive provisions directing distribution of the trust corpus to a more remote generation of descendants present the problems in this case. Paragraph two of the codicil states: “Upon the death of any beneficiary other than Charles Van Dyke Hill and Florence Hill Oliver, the principal of his or her trust fund shall be paid over to the children of any such beneficiary, if any, in'equal shares. Upon the death of Charles Van Dyke Hill and Florence Hill Oliver, the trust fund held for his or her benefit, and in the event of the death of any other beneficiary without leaving children, the trust funds held for his or her benefit, shall be divided into as many equal shares as there are trust funds held for the benefit of other beneficiaries, one share added to each trust fund held for such other beneficiaries.”

The first life income beneficiary to die was the testator’s sister, Florence Hill Buysse Oliver, who died August 28, 1966. Her share of the principal was properly divided into nine equal parts, and one part was added to each of the nine *493 other shares. After this initial distribution, the trust corpus was held in nine equal shares for the seven surviving income beneficiaries. Octavia Hill Buysse continued to receive income from three shares.

The second life income beneficiary to die was Kathryn Hill Holmes, who died January 6, 1968. In accordance with the codicil, the one-ninth share of the trust principal held for her benefit was distributed to her son and only child, Michael Holmes, free of the trust. He then transferred the funds to a living trust which he created, designating John W. Holmes and Title Insurance and Trust Company of Los Angeles as trustees. After this second distribution, the trust corpus was held in eight equal shares for the six surviving income beneficiaries.

Charles Van Dyke Hill died on April 18, 1969, and Octavia Hill Buysse died childless and unmarried on July 6, 1969. Concord National Bank and Edward Lewis Hill, trustees of the estate of Ewing Hill, Jr., brought a petition for instructions in the superior court to determine whether Ewing Hill Buysse, George A. P. Oliver, Jr., and Michael Holmes, as successor in interest to his mother Kathryn’s share, may participate in the distributions of the shares held for the benefit of Charles and Octavia the two deceased income beneficiaries who died in 1969. The controversy was tried to a Master (Arthur H. Nighswander, Esq.) whose report held that Michael Holmes was entitled to participate in the distributions while Ewing Hill Buysse and George A. P. Oliver, Jr., were not so entitled. The fees of counsel for each of the parties were ordered paid from the trust corpus. The master’s report was approved and the exceptions of George A. P. Oliver, Jr., Ewing Elill Buysse, Edward Lewis Hill, Joyce Hill Atkinson, Franklin K. Hill and Elizabeth K. Elill were reserved and transferred by Batchelder, J.

The claim of Michael Holmes presents the question whether this testamentary trust gave his precedessor in interest, Kathryn Hill Holmes, a transmissible interest, one which could be transmitted by her at her death, by devise or descent, if she failed to survive the dates upon which distributions of principal would have been made to her personally, had she lived.

*494 “A requirement of survival is not to be implied in the absence of language or a dispositive plan indicating a purpose to impose such a condition.” In re Falconer Estate, 109 N.H. 460, 462, 254 A.2d 827, 828 (1969); Benton v. Benton, 66 N.H. 169, 170, 20 A. 365 (1889); Abbott v. Lewis, 77 N.H. 94, 98, 88 A. 98, 100 (1913). There is no express requirement of survival in the codicil’s direction that the trust funds held for the benefit of Charles Van Dyke Hill and Octavia Hill Buysse “shall be divided into as many equal shares as there are trust funds held for the benefit of other beneficiaries, one share added to each trust fund held for such other beneficiaries.” The word “held” is not modified so as to address the question of survival. The language does not indicate whether the funds subject to distribution may be divided and then added to other funds “held” at the time of the testator’s death or to other funds “held” at some subsequent time such as the time of distribution. This ambiguity may reflect the testator’s lack of intent to require survival but, “[i]f courts can fairly and reasonably ascertain the decedent’s desire from the will, intellectual honesty requires that they say so without resorting to a fiction of intent where none existed.” Roberts v. Tamworth, 96 N.H. 223, 225, 73 A.2d 119, 121 (1950).

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Bluebook (online)
310 A.2d 130, 113 N.H. 490, 1973 N.H. LEXIS 304, Counsel Stack Legal Research, https://law.counselstack.com/opinion/concord-natl-bank-v-trustees-uwo-hill-nh-1973.