Ellicott v. Ellicott

2 Balt. C. Rep. 1
CourtBaltimore City Circuit Court
DecidedJanuary 3, 1899
StatusPublished

This text of 2 Balt. C. Rep. 1 (Ellicott v. Ellicott) is published on Counsel Stack Legal Research, covering Baltimore City Circuit Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ellicott v. Ellicott, 2 Balt. C. Rep. 1 (Md. Super. Ct. 1899).

Opinion

WICKES, J.—

The bill of complaint was filed for the construction of certain clauses in the will of Mrs. Elizabeth E. Pike.

They are substantially as follows:

“I leave the rest of my Baltimore property to my grandnephew, James Pike Ellicott, for the purpose of securing to him a liberal education. He shall remain at some good preparatory school in the State of Massachusetts until he is fitted to enter either Harvard or Yale University, where he shall remain until he has finished the collegiate course. If, however, through his own disinclination or incapacity, or the indifference of his parent or guardian, he should fail to carry out these intentions, then the money which has been left to him for this purpose shall pass from him entirely, into the body of my estate.” And again, “I give and bequeath to my grandnephew, James Pike Ellicott, in fee simple all my real estate situated in the town of Robbinston, Maine. Also all furniture, etc.” * * * “Provided, however, that all the estate and property devised .and bequeathed by me to James Pike Ellicott, shall be held by my trustee until the said James Pike Ellicott shall have attained the age of 25 years, in trust to rent, take charge of” * * * the real estate. “Also to-keep the personal estate invested, etc.,” and “devote the net income arising therefrom to the special object mentioned above, viz., the education of James Pike Ellicott, it being my desire that he may be thoroughly prepared to enter into any profession for which he has inclination or capacity.” * * * “In case the above directions have been carried out, upon attaining the age of twenty-five years, I desire my trustee to deliver over the property and estate into his hands and possession. But I specially desire my grandnephew not to sell the Robbinston place till he shall attain the age of twenty-five years, as it is my earnest wish to keep the property as long as possible in the family and have it go with the name.”

The facts disclose that the grandnephew James bore the name of the testatrix’s husband who was quite a distinguished man, and that until her death he was the object of her special affection and solicitude. She defrayed his expenses largely and selected for him the preparatory school at Andove.r, through which he passed successfully. He entered Harvard University, with certain conditions, however, attached, which seem never to have been removed, and during his second year and only a few months after he attained his majority was taken with pneumonia and died.

[2]*2Did the estate vest in him at the death of Mrs. Pike, and if so, was it divested by subsequent events? The distribution depends upon the decision of these questions.

There are certain well-settled principles of law to be borne in mind in considering this will, which require no citation of authorities to sustain them. One is that the law favors the vesting of estates and that to make an estate contingent it must appear from the language used and the nature and circumstances of the case that the time of payment was made the substance of the gift.

Estates will always be held to be vested whenever it can fairly be done without doing violence to the language of the will. 29 Md. 456; 61 Md. 152.

It follows from this that the law does not look with favor upon conditions which are said to be “a restraint annexed to a thing, so that by the non-performance of. it the party thereto shall receive prejudice and loss, and by the performance' of a convenience and advantage” — or again “A kind of law or bridle annexed to one’s act staying or suspending the same and making it uncertain whether it shall take effect or not.” If the restraint is to operate before the vesting, it is a condition precedent. If afterward, a condition subsequent. Whether a condition be precedent or subsequent is a question of intention, which must always in determining questions of this character, be taken into account. And it is upon this great fundamental ground of intention on the part of the testatrix, as disclosed by her will, apart from all artificial rules of construction, and as overriding all, that the plaintiffs rely in this case.

Now there can be no doubt that the object Mrs. Pike had in view was .the “liberal education” of the grandnephew she so highly favored. She so says in unmistakable language; “For the purpose of securing to him a liberal education.” “That he may be thoroughly prepared to enter into any profession for which he has inclination or capacity.” She doubtless intended he should reflect credit upon the name he bore, and add if possible additional lustre to it.

.But it is difficult to understand upon what principle of construction this single purpose shall be ascertained from the will, and all else disregarded.

I am of opinion that a careful reading of its provisions will not only show that she intended this estate to vest immediately, but that she herself placed that construction upon the will she had written.

In the first place she “leaves” her Baltimore property and “gives and bequeaths” her property in Maine, “m fee-simple,’ ’ to her grandnephew— words which standing alone import a present gift and confer an absolute estate. She then describes it, as “the mo-roey which has been left him," and provides that under certain circumstances, it shall “pass away from him entirely.” She then specially desires “that her grandnephew shall not sell the Robbinston place till he shall attain the age of twenty-five years.” The period at which, if her condition was complied with, “the trustee is to deliver over the property and estate into his hands and possession.” The income in the meantime to be used for his education, support, etc.

She, therefore, left, gave and bequeathed to him her property, and described it as property which has been left to him: She provided that it shall “pass away from him” in a certain event, and requested that he should not sell it prior to the time the “possession” of it was to be handed over, to him.

I do not think it is a strained construction of these provisions, to say that her clear intention was that the object of her bounty should take a vested interest, liable, of course, to be divested, upon his failure to comply with the condition attached.

No rule of law is contravened in so holding.

The principle is well settled, that if the act does not necessarily precede the vesting of the estate, but may accompany or follow it, the condition is subsequent.

The condition, then, upon which this estate is to pass away from him, is his failure to complete his collegiate course, “through his own disinclination or incapacity, or the indifference of his parent or guardian.” The facts show that he did not fail for either one of these reasons, unless death was contemplated, and provided for in the word “incapacity.”

[3]*3She employs the same words, or rather the same thought, again, when she expresses her desire that he may be “thoroughly prepared to enter into any profession for which he has inclination or capacity.’’

Certainly there was no disinclination, for he fell in the presence of the Great Destroyer, doing the work she had set before him. Nothing to show that parent or guardian was indifferent to his effort.

Mental incapacity, I think was clearly intended, and in both paragraphs of the will, the word has the same moaning.

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Related

Tayloe v. Mosher
29 Md. 443 (Court of Appeals of Maryland, 1868)
Hammond v. Hammond
55 Md. 575 (Court of Appeals of Maryland, 1881)
Crisp v. Crisp
61 Md. 149 (Court of Appeals of Maryland, 1884)

Cite This Page — Counsel Stack

Bluebook (online)
2 Balt. C. Rep. 1, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ellicott-v-ellicott-mdcirctctbalt-1899.