Cowdin v. Perry

28 Mass. 503
CourtMassachusetts Supreme Judicial Court
DecidedOctober 10, 1831
StatusPublished

This text of 28 Mass. 503 (Cowdin v. Perry) 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
Cowdin v. Perry, 28 Mass. 503 (Mass. 1831).

Opinion

Shaw C. J.

afterwards drew up the opinion of the Court. All the questions arising in the present case depend upon the construction of the eleventh clause in the will of Asa Perry, though other clauses are resorted to for the purpose of illustration and argument. By that clause he provides substantially as follows, viz. I give to my several grandchildren hereafter named, to wit,” &c. enumerating nine grandsons and nine granddaughters, “ all the remainder of my real and personal estate to be equally divided between them.” He then authorizes a sale by the executors, of all his real and personal estate, and directs “ the proceeds of such sales, after paying my just debts, funeral charges and legacies before mentioned, to he equally divided between my several grand[516]*516children named in this eleventh section : provided however, and it is my intention, that if any of my grandsons should die before they arrive to the age of twenty-one years, to be equally divided among the surviving ones : provided also, that if any of my granddaughters should die before they arrive to the age of eighteen years, to be equally divided among the surviving ones.”

Both clauses in this proviso, are manifestly elliptical, and the words cs the share of the one so dying,” or “ then the whole residue ” to be equally divided among the surviving ones, or some equivalent words, are manifestly wanting. But the intent is so obvious, that there can be no hesitation in supplying these words from the context, and without them the sentence would be wholly void of meaning.

1. The first question discussed is, whether this was a vested legacy, payable presently, to the minors as well as the adults without waiting to see whether the grandsons and granddaughters would arrive respectively at ,the ages of twenty-one and eighteen ; and therefore, whether the payment of the distributive share to the guardian of a minor, who died before arriving at the age of twenty-one, was a good payment and • discharged the executors from the claim of the survivors.

We think it was not. Such a construction would render the provisoes, directing the disposition of the shares in the event of any of the legatees dying under age, utterly nugatory and void ; contrary to the rule, that every clause and provision of a will shall be carried into effect, if it can be done consistently with the rules of law.

If this was a contingent legacy, then it is clear that it nevei vested, and the payment was made by the executors in their own wrong and without any authority. But it is not necessary to decide whether it was a contingent or a vested legacy ; because, if it was vested, it was defeasible upon a condition subsequent, that is, in the event of the legatee dying under age.

In regard to real estate, it was held, that under a devise in fee to J. M. when he attains the age of twenty-one, but in case he dies before twenty-one, then to his brother, when he attains twenty-one, J. M. the devisee takes an immediate vested interest liable to be divested upon his dying undei [517]*517twenty-one. Doe v. Moore, 14 East, 601 ; .Bromfield v. Crowder, 4 Bos. & Pull. 313 ; Richardson v. Noyes, 2 Mass. R. 56.

In the case of Bell v. Phyn, 7 Ves. 453, it was held, that where a bequest was made to three children, share and share alike, but in the case of the death of any one without being married or having children, then the share to the survivors or survivor, one being married and having children, her share became vested.

It would perhaps be a little more accurate to say in this case, that the legacy was vested, but determinable upon a condition ; that on the happening of those events which rendered it absolute and indefeasible, the legacy was payable. But in that case the prayer of the bill was, that as to the shares of those who were under age and unmarried, and therefore whose shares were defeasible, they should be secured, and the interest paid to the legatees respectively, with liberty to apply for the principal, when they should respectively marry and have children, or die without being married and having children, that is, upon the happening of one of the events which would defeat the legacy, or render it absolute. This part of the bill was not opposed, and seems to have passed as of course.

That a legacy payable at a future time, and not till after the death of another person, is nevertheless vested, was decided in Shattuck v. Stedman, 2 Pick. 468. That such a legacy may be defeasible, and determinable upon a condition properly expressed in the will, seems to be very clear.

From these views it appears to be immaterial whether a legacy be technically considered as vested or contingent, in determining whether the legacy was rightfully paid over by the executors, to the legatees, before attaining their full age.

It is urged, that the testator must have intended that the legatees should receive the interest or income from their shares, towards their education and support; which they could not do if the legacy were contingent.

This argument would certainly have weight, if the question were whether the legacy is vested or contingent, and if the testator had expressed an intent or expectation that the grand [518]*518children were to have interest or income from their shares. But here, as already stated, that question does not determine the one under consideration. Besides, there is no intention expressed that they shall have interest. If they are entitled to interest, it is an inference or conclusion of law arising from the relative situations of the testator and legatee, and the presumed intent of the testator to make a provision for one de pendent upon him for support. This rule, in reference to vested legacies, applies to a legacy from a parent to a child, oi to one standing in the same relation. But this rule, by which interest is allowed on a vested legacy when interest is not given in terms, can have no tendency to determine whether the legacy was vested or contingent, absolute or defeasible. In some cases, it is important to determine whether a legacy payable at a future and distant day, draws interest, either in the mean time or at the end of the term, as it essentially affects the amount of the gift. Dawes v. Swan, 4 Mass. R. 208. But this is immaterial in the present case, because it being a residue, and to be equally divided, if no interest is allowed qua interest, it is added to the principal, and forms part of the residue, and so is to be divided among all who are entitled to that residue.

Is there then any difficulty in giving effect to that provision in the will, which directs, that in case of the death of one, before attaining full age, “ his share,” or “ the share which would otherwise have come to him,” or “ the whole residue,” (for in effect these are all equivalent expressions,) shall be divided among the survivors ? We can perceive none. But in order to give it effect, it is necessarily implied, that the respective shares must remain in the hands of the executors till the contingency happens upon which they are to make such division. No person but the executors are competent to make such division of the residue.

But it is contended, that the effect of such a construction would be to convert the executors into trustees, require them to invest money on interest, and take upon themselves duties not belonging to the office of an executor, and thereby greatly increase their own responsibility and that of their sureties.

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Related

Richardson v. Noyes
2 Mass. 56 (Massachusetts Supreme Judicial Court, 1806)
Dawes v. Swan
4 Mass. 208 (Massachusetts Supreme Judicial Court, 1808)
Farwell v. Jacobs
4 Mass. 634 (Massachusetts Supreme Judicial Court, 1808)
Saunderson v. Stearns
6 Mass. 37 (Massachusetts Supreme Judicial Court, 1809)
Rice v. Smith
14 Mass. 431 (Massachusetts Supreme Judicial Court, 1817)
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16 Mass. 433 (Massachusetts Supreme Judicial Court, 1820)

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28 Mass. 503, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cowdin-v-perry-mass-1831.