Fay v. Strader

48 N.W.2d 657, 234 Minn. 444, 1951 Minn. LEXIS 725
CourtSupreme Court of Minnesota
DecidedJune 29, 1951
DocketNo. 35,484
StatusPublished
Cited by6 cases

This text of 48 N.W.2d 657 (Fay v. Strader) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Fay v. Strader, 48 N.W.2d 657, 234 Minn. 444, 1951 Minn. LEXIS 725 (Mich. 1951).

Opinions

Knutson, Justice.

This is an appeal from a judgment and decree of the district court of Hennepin county construing a testamentary trust created under and by the last will and testament of William Tweedie, deceased. The will is dated January 4, 1921.

After providing for the payment of debts allowed in the due course of administration in Article I of the will, and bequeathing to his wife all household goods, boobs, apparel, jewelry, and other like contents of their place of abode by Article II, Article III reads as follows:

“I give and bequeath to my grandson, William Leitz Graham,2 any debt due me from him at the time of my decease, in this manner forgiving the debt as a legacy to him.”

Testator then disposed of the residue of his estate by Article IY, which so far as here material reads:

“All the rest, residue, and remainder of my estate of whatever nature and wheresoever situate, I give, devise, and bequeath to my Trustee hereinafter named, in trust for the following uses and purposes:
“First: To pay the net income therefrom to my wife, Marjorie W. Tweedie, in convenient installments for the term of her natural life.
[446]*446“Second: Upon her decease the then trust fund shall be divided into three equal parts. One of said parts shall be paid over discharged from this trust to my daughter Mary Whitehead Fay, now residing at Minneapolis, Minnesota. One of said parts shall be paid over discharged from this trust to my daughter, Marjorie Waldie Strader, now residing at St. Paul, Minnesota. One of said parts shall continue to be held by the Trustee in trust and the net income therefrom paid to my daughter, Euphemia G. Graham, now residing at Staples, Minnesota, for the term of her natural life, and upon her decease the share of principal of said part shall be paid in equal proportions to my other two daughters, namely, Mary Whitehead Fay and Marjorie Waldie Strader, or all to the survivor thereof, if only one of them is then living.
“Third: The surviving children of any deceased daughter of mine shall take the same share of principal their deceased mother would have taken if living and at the same time. Should any daughter of mine who is entitled to any principal hereunder leave ño surviving issue then the share of principal that would be payable hereunder to such daughter, if living, shall be added to the share or shares of the surviving daughters, but under the terms and provisions of this trust.”

Subsequent to the death of testator, the trust created by Article IV was duly established by court order. First National Bank of Minneapolis was appointed trustee. Testator’s wife, Marjorie W. Tweedie, died August 23,1929. Thereafter, the trust created for the benefit of testator’s daughter Euphemia G. Graham was established, the corpus thereof comprising one-third of the assets of the former trust. The remaining two-thirds was distributed to testator’s two other daughters, Mary Whitehead Fay and Marjorie Waldie Strader, in equal shares, pursuant to the provisions of the will.

Mary Whitehead Fay died May 20, 1946, leaving her surviving two children, Clifford Fay and Carlyle Fay, appellants here. Eu-phemia G. Graham died intestate August 28, 1950, and left her surviving her husband, George, and her son, William. They received the income which had accumulated prior to Euphemia’s death.

[447]*447A question having arisen as to the final distribution of the principal of the trust created for Euphemia, the trustee petitioned the district court for instructions as to the proper interpretation of Article IV of the will. The question raised is whether the entire remaining assets of the later trust should go to the surviving daughter, Marjorie, or whether they are distributable one-half to Marjorie and one-half to the children of Mary, the daughter of testator who had predeceased Euphemia.

At the hearing, over objection, there was received in evidence a letter written by testator to his wife, bearing date July 11, 1921, which was found with the will and which so far as here material reads:

“St. Paul, Minn.
July llth/21
“Dear Madge:
“You will see that I have put our estate into the Wells Dickey Com’y Trust, to handle for you. * * * You will see by the Will that I have left our estate to the Girls, share ánd share alike, with this exception, that the income be divided to them, during Phemias’s lifetime and at her death her share will go to Mary or Madge or their families. But if Willie Leitz or Graham should die before Phemia, then the estate would be divided share and share alike* Note but no part of my money is to go to Willie or any Leitz. This I hope you will see to as long as you live. * * *
“*Note and the Trust discontinued.” (Italics supplied, except the word “Note.”)

It is the contention of Marjorie, respondent here, that paragraph Third of Article IV applies only to the share of the original trust which was distributable to testator’s daughters Mary and Marjorie upon the death of testator’s wife, and that it has no application to the trust distributable upon the death of Euphemia. Respondent contends that the last provision of paragraph Second of Article IV, which reads, “upon her [Euphemia’s] decease the share of principal of said part shall be paid in equal proportions to my other [448]*448two daughters, namely Mary Whitehead Fay and Marjorie Waldib Strader, or all to the survivor thereof, if only one of them is then living,” is controlling without reference to paragraph Third. The trial court so construed the will, and this appeal is from the decree of the trial court so holding.

In construing a will, the cardinal purpose is to ascertain the intention of the testator. In re Estate of Hasey, 192 Minn. 582, 257 N. W. 498; In re Estate of Sherk, 191 Minn. 143, 253 N. W. 365. In determining the testator’s intention, we must ascertain, if we can, what he had in mind at the time he made the will. Atwater v. Russell, 49 Minn. 22, 51 N. W. 624.

The will must he construed as a whole. In re Trust Under Will of Bell, 147 Minn. 62, 179 N. W. 650.

Another well-established rule of construction is that a will should be so construed as to avoid a partial intestacy. The fact of making a will raises a strong presumption against a partial intestacy. In the Atwater case we said (49 Minn. 51, 51 N. W. 627):

“The intention of the testator, as shown by the will, was beyond question to dispose of all his estate; to die intestate as to none of it; to leave none of it to go to his heirs or next of kin by the law of descent or distribution. * * * In such cases courts will not hold that a testator died intestate as to any part of his estate, unless driven to the conclusion that he has done so in spite of his intention to the contrary.”

See, also, Greenman v. McVey, 126 Minn. 21, 147 N. W. 812; In re Henrikson’s Estate, 163 Minn. 176, 203 N. W. 778; 6 Dunnell, Dig. & Supp. § 10259a; Dunnell, Minnesota Probate Law, § 325.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In re the Trust of Brown
380 N.W.2d 911 (Court of Appeals of Minnesota, 1986)
Matter of Estate of Arend
373 N.W.2d 338 (Court of Appeals of Minnesota, 1985)
In Re the Trust Estate Created by Weill
406 P.2d 718 (Hawaii Supreme Court, 1965)
Anthony v. Evangelical Lutheran Church
121 N.W.2d 772 (Supreme Court of Minnesota, 1963)
In Re Estate of Anthony
265 Minn. 382 (Supreme Court of Minnesota, 1963)
In Re Trusteeship Under Will of Tweedie
234 Minn. 444 (Supreme Court of Minnesota, 1951)

Cite This Page — Counsel Stack

Bluebook (online)
48 N.W.2d 657, 234 Minn. 444, 1951 Minn. LEXIS 725, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fay-v-strader-minn-1951.