Gardiner v. Everett

134 N.E. 372, 240 Mass. 536, 1922 Mass. LEXIS 808
CourtMassachusetts Supreme Judicial Court
DecidedMarch 2, 1922
StatusPublished
Cited by12 cases

This text of 134 N.E. 372 (Gardiner v. Everett) 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
Gardiner v. Everett, 134 N.E. 372, 240 Mass. 536, 1922 Mass. LEXIS 808 (Mass. 1922).

Opinion

DeCourcy, J.

This is a bill, brought by the trustee under the will of Richard S. Fay, for instructions as to the distribution of one half of the trust fund of the residue of the estate. The testator died on March 7, 1882. He left a widow, a son Dudley B. Fay, a sister Katharine Everett, the children of a deceased sister Elizabeth F. Parker, and the children of a deceased brother William P. Fay. By article tenth of the will a trust of the residue made certain provisions for his widow (which provisions have now terminated), and provided for his son Dudley B. Fay for life, or until he should become entitled to certain property. Upon the termination of the son’s interest in the income, the testator directed the trustees to "pay one half of the capital to my son outright (if he be living,) and the other half equally among my sister Mrs. Everett, the issue of my brother William P. Fay and the issue of my sister Mrs. Parker, equally to and among each of said families if then living or represented by my sister or by issue of a deceased brother or sister then living.” The trust terminated upon the death of said Dudley B. Fay on February 7, 1921. One half of the trust fund has been set off to his children, in accordance with the eleventh article of the will; and as to this no questions arise. There are conflicting claims as to the distribution of the other half, calling for the proper construction of the clause above quoted.

1. In our opinion the word “issue” as used in article tenth should be construed in its ordinary sense as including lineal [538]*538descendants, and not confined to “ children.” Jackson v. Jackson, 153 Mass. 374. Welch v. Colt, 228 Mass. 511, 515. The will as a whole indicates that the testator recognized a difference in meaning between these words, and did not use them interchangeably and as synonymous, — as was the case in Silsbee v. Silsbee, 211 Mass. 105. It is true that in article eighth, after stating his expectation that his wife and son will ultimately be amply provided for by property coming from his wife’s family, he expresses an intention that a considerable portion of his property “shall go to my brothers and sisters and their children.” But here he was merely making a general statement of purpose, not a bequest; and it was not necessary at this point to discriminate • between the terms “children” and “issue.” In the ninth article, where he creates a special trust of certain property which had come to him from his father’s estate, the testator makes manifest that he was aware of the true significance of the words “issue” and “children,” and the difference between them. Subject to the provision for'his widow, he creates a trust for his sister Mrs. Everett, for life, with a power of appointment by will, and with remainder, in default of appointment, “to her issue then living;” adding “and if she shall die before said termination of my wife’s interest, then her issue living at such termination shall stand in her place, and each for a share corresponding to the number of her children,” etc. In the same article he creates trusts for the “children” of his brother William P. Fay and of his sister Elizabeth Parker, both of whom were dead. Contemplating the provision for his widow as one of brief duration, he naturally used the terms as he did. As Mrs. Everett was living, and was an immediate beneficiary, the substitutionary gift of her share to her descendants was likely to be in the remote future, and he provided for her “issue.” But the immediate beneficiaries of the other shares were the children of his deceased brother William P. and of his sister Mrs. Parker, and they all were minors, — the oldest being twelve years old. The income was to be applied to these children during minority; and the testator used the term “children” in its proper sense. When we come to article tenth and the clause here in question, we find that the gifts to the issue of the deceased brother and sister are no longer comparatively immediate ones, but dependent on two outstanding life [539]*539estates. The testator naturally would assume that some of the children of his deceased brother and sister might die before the termination of his son’s life estate, and that he should provide for an extended class of remaindermen. Accordingly he used the appropriate word “issue,” as he had used the appropriate word “children” in the previous article. In relation to the trust for Mrs. Everett, and the final gift to her descendants, the word “issue” was naturally and properly used in both articles.

In this connection it is argued, on behalf of some claimants, that the use of the word “families” in the clause in question indicates that the testator referred only to children by the use of"the word “issue.” While the primary meaning of the word “family” is the collective group of persons who form an existing household under one head, it has a well recognized secondary significance, which includes all lineal descendants of a common ancestor. That the testator used it in this more general sense is apparent from the context. Immediately after the word “families” he adds “if then living or represented. . . .”

2. The controversy as to whether the final gift of principal in article tenth is a vested or a contingent remainder arises from the somewhat confusing language used by the testator. If one analyzes the clause in question by fractions, the first portion lends support to a claim that the remainders vested at the testator’s death. But when the clause is considered as a whole, the testator’s intention seems reasonably clear. He expressly made the gift “equally to and among each of said families if then living or represented by my sister or by issue of' a deceased brother or sister then living.” These vital words plainly mean that the persons there described shall take only if living at the time fixed for distribution; in other words that the gift is contingent. Linscott v. Trowbridge, 224 Mass. 108, 111, and cases there cited. This view is confirmed by the use of the word “issue,” which more readily imports that the class shall not be determined until the time fixed for distribution; and by the direction to the trustees to divide and pay, instead of using words of present gift. Ernst v. Rivers, 233 Mass. 9, 14. White v. Underwood, 215 Mass. 299, 301. The testator plainly indicates what he meant, when in the next article he says “If said half appropriated to said Dudley shall not be disposed of in any of the ways above [540]*540mentioned, then it shall go to my brothers and sisters or their issue by right of representation by families as above set forth.” Without further discussion the petitioner is instructed that the trust fund in question is to be divided among the issue, living at the death of Dudley B. Fay, of said Katharine Everett, William P. Fay and Elizabeth F. Parker; the issue of each family to share its one third by right of representation. Anderson v. Bean, 220 Mass. 360. Hall v. Hall, 209 Mass. 350. Carr v. New England Anti-Vivisection Society, 234 Mass. 217.

3. By instrument dated March 4, 1896, Richard S. Fay 3d, nephew of the testator, made to his mother, Sarah Abbott Fay, an assignment of property including any interest he had under his uncle’s will. That interest was a contingent one, and ceased when he died in 1905, before the death of the life tenant. See Stowell v. Ranlett, 238 Mass. 599. For the same reason, as Henry M. Parker, son of Elizabeth F.

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Cite This Page — Counsel Stack

Bluebook (online)
134 N.E. 372, 240 Mass. 536, 1922 Mass. LEXIS 808, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gardiner-v-everett-mass-1922.