Fletcher v. Safe Deposit & Trust Co.

67 A.2d 386, 193 Md. 400, 1949 Md. LEXIS 330
CourtCourt of Appeals of Maryland
DecidedJune 28, 1949
Docket[No. 181, October Term, 1948.]
StatusPublished
Cited by17 cases

This text of 67 A.2d 386 (Fletcher v. Safe Deposit & Trust Co.) 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
Fletcher v. Safe Deposit & Trust Co., 67 A.2d 386, 193 Md. 400, 1949 Md. LEXIS 330 (Md. 1949).

Opinion

Markell, J.,

delivered the opinion of the Court.

This is an appeal from a decree assuming jurisdiction over the distribution of the residuary trust estate under the will of Thomas H. Brodwater, construing his will and directing distribution.

Brodwater, a native of Accomack County, Virginia, died on March 7, 1923, in Paris, leaving a will dated September 15, 1913 and a codicil dated July 26, 1917, in which he declared himself a citizen of Baltimore, “temporarily residing in a foreign country”. His will was probated and his estate administered in Baltimore.

By the will he gave the residue of his estate to Safe Deposit and Trust Company, in trust, to pay out of the income $200 monthly to his only child Henry Simu Brodwater for life, and at his death to his children till the youngest should reach the age of twenty-one, when the trust should be “dissolved” and all the estate paid to the child or children then living, or the then living decendants of any deceased child or children. By the codicil this provision was superseded by provision for payment of half “the annual net revenue” from the estate to Henry for life and half to testator’s (second) wife Alexandra Simu Brodwater for life; upon the death of Henry without issue “his proportion in the revenue” to be paid to Alexandra, upon his death leaving issue to “revert to his child or children as provided for in” the will, upon the death of Alexandra her proportion to be paid to Henry, if living, otherwise to “revert” to his *405 child or children then living or the then living decendants of any deceased child or children, “as is provided for” in the will.

Henry died in 1941 without issue. By his will he left all his estate to his widow Victoria, who has since married Robert S. Tenger. Alexandra died September 16, 1947. The trustee divided the income between Henry and Alexandra till Henry’s death, and thereafter paid the entire income to Alexandra. The entire trust fund (corpus) now (on June 19, 1948) consists of $44,132.16 cash. Alexandra by antenuptial contract had waived all right over testator’s estate. By Henry’s death without issue the above-mentioned disposition of testator’s estate by the will and codicil failed. After Alexandra’s death the trustee filed a bill for assumption of jurisdiction, construction of the will and directions as to distribution. Mrs. Tenger, as sole legatee of Henry, is entitled to any reversionary interest, if a contingent disposition by the will is not valid. The question now presented is whether the contingent disposition is valid. The lower court held that it is not and that Mrs. Tenger is entitled to all testator’s trust estate.

The contingent provisions in the will are verbose but can best be considered by setting them out in full. After providing for payment of the estate to the children or descendants of Henry, the will provides: “and in the event of none such, then my whole estate shall be distributed in the following manner:

“1st : — That fifteen thousand dollars out of my estate or if necessary, not to exceed twenty thousand dollars shall be paid to S. James Turlington, Dr. Oscar Richard Fletcher and Donald F. Fletcher all of Accomack County, State of Virginia, United States of America, the disposal of same shall be made first in securing a charter in perpetuity from the Legislature of the State of Virginia, United States of America, for the foundation of what shall be called and named ‘The Brodwater Home of Rest’, to be established in Accomack County, State of Virginia, United States of America, and to be exempt *406 forever from taxation and after the Charter shall have been obtained, in purchasing near the center of Accomack County, State of Virginia, of a site of land of not less than twenty acres, and having built thereupon a suitable building and furnishing same, which building shall be called and named ‘The Brodwater Home of Rest’.

“2nd : — That I appoint the said S. James Turlington, Dr. Oscar Richard Fletcher and Donald F. Fletcher and their successors all of Accomack County, State of Virginia, United States of America, as my ‘Trustees’, and to have jurisdiction over the said mentioned ‘Brodwater Home of Rest’, to decide whom [sic] shall be admitted therein, and to whom as ‘Trustees’ shall be paid annually in quarterly payments the revenue upon my remaining estate as hereinafter provided, for the maintenance of the said ‘Brodwater Home of Rest’.

“3d : — That the said mentioned ‘Brodwater Home of Rest’ when built and furnished, shall be opened for the reception of those persons of both sexes of white blood who are of sound mind, not inebriates, nor paupers, and natural born citizens of Accomack County, State of Virginia, and who are able to pay annually for their upkeep the sum of One Hundred Dollars, But should it be proven to the satisfaction of my ‘Trustees’ that some persons who may present themselves for admission are worthy subjects, but unable to pay any compensation for their keeping, then such persons shall be admitted free of any charge.

“4th : — That I would recommend to my ‘Trustees’ that the site selected by them for the building to be called ‘The Brodwater Home of Rest’, shall be built upon an elevation sloping down to some public road, and that the building itself shall consist of two wings, one for each sex, with a common sitting room between, and the dining room and kitchen in the rear of the building, that the grounds surrounding the building shall be laid out to make them attractive, and with several trees to offer sufficient shade, and that a gardener be kept annually for the upkeep of the same. That a sufficient quantity of *407 papers and periodicals shall be subscribed for each year to be kept in the sitting room for the use of all occupants of ‘The Brodwater Home of Rest’.

“5th : — That all the rest and residue of my estate, real, personal and mixed, shall be paid over to ‘The Board of Supervisors’, of Accomack County, State of Virginia, with the proviso and condition, that that which shall come into their possession shall be capitalized upon a 5 % basis, and the revenue therefrom shall be paid perpetually and annually, in quarterly payments, to the ‘Trustees’ of ‘The Brodwater Home of Rest’, for its upkeep and maintenance, the latter to include an annual payment of one hundred dollars to each of my three ‘Trustees’, and their successors, for the faithful performance of their services. But should the said mentioned ‘Board of Supervisors’ refuse to act in such capacity, then I direct that my said mentioned ‘Trustees’ shall act in their stead, and receive from the ‘Trustee’ under my will and testament, the remainder of my estate, and they shall expend the income from my estate in the maintenance and upkeep of of the said ‘Brodwater Home of Rest’, and as far as shall be expedient, shall keep my estate in the form and manner as that in which they may receive it, as to the securities in which it may be at that time invested, and apply the proceeds therefrom for the maintenance and upkeep of the said mentioned ‘Brodwater Home of Rest’.

“6th: — That the said ‘Brodwater Home of Rest’, a body corporate, shall be incorporated within twelve months after the death of my son, Henry Simu Brodwater, or his last surviving issue, and I hereby request that S. James Turlington, Dr. Oscar Richard Fletcher and Donald F.

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Bluebook (online)
67 A.2d 386, 193 Md. 400, 1949 Md. LEXIS 330, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fletcher-v-safe-deposit-trust-co-md-1949.