Elder v. Lantz

49 Md. 186, 1878 Md. LEXIS 35
CourtCourt of Appeals of Maryland
DecidedJune 27, 1878
StatusPublished
Cited by2 cases

This text of 49 Md. 186 (Elder v. Lantz) is published on Counsel Stack Legal Research, covering Court of Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Elder v. Lantz, 49 Md. 186, 1878 Md. LEXIS 35 (Md. 1878).

Opinion

Bowie, J.,

delivered the opinion of the Court..

The appellants, as heirs and next of kin of Samuel Elder, Esq., late of Baltimore City, deceased, filed their bill in the Circuit Court of that city, against the appellees, to procure a judicial construction of the residuary clause of the will of the deceased, so far as it relates to the trusts therein created in favor of Margaret Buck.

The testator died unmarried in the year 1866, without-issue or lineal descendants, seized, and possessed of real estate, leasehold and personal property, having first executed his last will and testament, dated the second of May, 1863, which is the subject of this suit.

The will appears to be a careful and-deliberate disposition of all the property of the deceased among a number of legatees, some of whom are connected by ties of friendship, others by consanguinity and affinity—including all his next of kin and heirs-at-law,—and in default of children or descendants of these, to certain charitable institutions-therein named and described.

The instrument is drawn and executed in legal form ;. its several bequests are couched in technical terms, used with general precision and accuracy, evidencing that the-testator had the benefit of counsel, was fully aware of the force of the language used and the meaning, and relation of the several bequests to each other, and the order of succession established therein.

The heirs-at-law and next of kin of the deceased, (supposing him to have died intestate,) are the complainants,. [195]*195viz., Samuel J. Elder, only child of a deceased brother, William White, only child of a deceased sister, Florence Knight, Marion E. Harwood, Mary Elder Beebe, Esther McK. Harwood, granddaughters of a deceased sister, who intermarried with Henry Harwood, and Margaret Buck, a great niece of the deceased.

The first bequest in the will is a direction to his executors, etc. “ to set apart the sum of $3000, and to invest the same in some safe security, and as trustees, hold such security in trust for Samuel James Elder, minor son of his deceased brother James, until the said Samuel J. Elder shall attain the age of twenty-one years, or until he shall have issue,” which ever shall first happen, then, in trust, to convey and assign such investment to said Samuel J. Elder absolutely forever ; “ but, in case the said Samuel J. Elder shall die, in his minority, without issue, then in trust as to one-third thereof for his, the said S. J. Elder’s mother absolutely; and as to the other two-thirds for Margaret White and Florence Harwood, in the same manner as herein prescribed in relation to the portion of my estate, specifically bequeathed in trust for the said Margaret While and Florence Harwood, respectively, and for their respective children and descendants.”

The second bequest is, to Robert W. White, “son of his old friend Henry White, deceased,” $2000, in case he survives the testator, but if he he dead at his decease, then to the child, children or descendants of said Robert, then living, “ per stirpes” and not “per capita but if there he no such

children or descendants then living, the sum of $2000 shall be invested and held in trust for his sister, Margaret White, and his sister-in-law, Anna White, etc., “for the same uses and purposes as the property specifically herein bequeathed in trust for them respectively.”

The third bequest is, to Margaret White, “daughter of his old friend Henry White, deceased.” After giving her sundry articles of furniture, he directs his executors [196]*196to invest $8000 in good security, and hold the same as trustees, in trust to collect the income and pay the same to Margaret White, during her natural life, and after her death, in trust for all the children and descendants which said Margaret shall leave living at the time of her death, to take “per stirpes” and not “per capita,” hut if the said Margaret shall leave no such children or descendants, then in trust for “ The Union Protestant Infirmary of the City of Baltimore,” “The Baltimore Humane Impartial Society ” and “ The Aged Women’s Home The Baltimore Orphan Asylum” and “The Baltimore Home of the Friendless,” share and share alike.

The fourth bequest, after giving sundry articles of furniture to Florence Harwood, daughter of his nephew, James Harwood, directs his executors to set apart and invest $6000, to he held by them as trustees, to collect the income and pay the same to the said Florence Harwood, during hernatural life, and to her children and descendants, etc., and in default of children or descendants, in trust for the charitable institutions before mentioned.

The fifth bequest is as follows, viz., “ I direct that the sum of three thousand dollars be invested by my executors, and he held by them as trustees, in trust for Margaret Buck, infant daughter of my niece, Margaret Buck, deceased, for and during the term of her natural life, so that she shall receive the issues and income therefrom ; and from and after her death, in trust for all her children and descendants, whom she shall leave living at the time of her death, to take ‘per stirpes’ and not‘per capita,’ hut if the said Margaret Buck shall have no children or descendant, living at the time of her death, then in trust for her aunt Olivia Buck, and her heirs, absolutely.”

Then follow bequests of $2000 to he invested by the executors, and held in trust for Anna White, wife of his nephew, Wm. White ; $6000 to be invested by the executors, and held in trust for Mary Elder Harwood, and [197]*197Esther McKinley Harwood ; the income to he paid to the legatees for life, with remainder to their children and descendants, with cross remainders as to the $6000, between the children of the said Mary and Esther, and in default of children or descendants of said legatees, then in trust for the charitable corporations before named.

Having given some directions immaterial to the questions before us, the will continues thus: “All the rest, residue and remainder of my estate, I give unto Wm. White, my nephew, and Oliver F. Lantz, and the survivor of them, to be held by them in trust as to one-third thereef, for the hereinbefore named Margaret White, her children and descendants ; as to one other third for the herein-before named Florence Harwood, her children and descendants, and as to the other one-third, for the hereinbefore named Margaret Buck, minor, her children and descendants, in the same manner and for the same purposes hereinbefore prescribed in relation to the specific legacies herein given, in trust for them respectively, and their respective children and descendants.”

The executors were authorized, as trustees, to sell the whole or any part of the testator’s estate or property, held at any time by them as executors or trustees, for the purpose of settling the estate in the Orphans’ Court, or for the purpose of re-investment from time to time, whenever considered judicious, and to execute deeds to carry out any and all sales made by them.

The appellants claim “ that the testator did not dispose of the residue of his estate beyond the persons and their descendants, named in the residuary clause, and did not intend to do so.”

The appellees insist, that the testator by his will, made a complete and final disposition of his estate, under every contingency, leaving nothing to be divided or distributed among his heirs or next of kin, as in case of intestacy.

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Related

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40 A.2d 306 (Court of Appeals of Maryland, 1944)
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Cite This Page — Counsel Stack

Bluebook (online)
49 Md. 186, 1878 Md. LEXIS 35, Counsel Stack Legal Research, https://law.counselstack.com/opinion/elder-v-lantz-md-1878.