Gowthorpe v. Goodwin

250 N.W.2d 514, 72 Mich. App. 648, 1976 Mich. App. LEXIS 1131
CourtMichigan Court of Appeals
DecidedDecember 9, 1976
DocketDocket 23548, 23647
StatusPublished
Cited by2 cases

This text of 250 N.W.2d 514 (Gowthorpe v. Goodwin) is published on Counsel Stack Legal Research, covering Michigan Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Gowthorpe v. Goodwin, 250 N.W.2d 514, 72 Mich. App. 648, 1976 Mich. App. LEXIS 1131 (Mich. Ct. App. 1976).

Opinion

Beasley, J.

This case was commenced in Calhoun County Circuit Court for construction of the probated last will and testament of Walter S. Butterfield, deceased, by trustees of certain testamentary trusts created under the will.

Butterfield, who, during his lifetime, owned an *650 extensive chain of theaters in Michigan, died in 1936 leaving a will which had been carefully drawn by distinguished counsel and executed in 1933.

The narrow question arises under paragraph 27 of the will which provides as follows:

"27. Subject to the preceding annuities and conditions attached thereto, I direct my said trustees to pay out the net income from my estate as follows:

" 'To my wife, Irene Daley Butterfield, annually during her lifetime, thirty (30%) percent of said net income and the remainder of said net income to be divided in equal shares, and one share paid to each of my children, and if, during the lifetime of my wife, Irene Dailey [sic] Butterfield, any of my said children shall have died, leaving issue of him or her surviving, then the said issue shall receive the parent’s share herein provided for, divided share and share alike, until the termination of said trust estate, as hereinafter provided.’ ”

The facts were stipulated and the case was tried carefully and thoroughly by able counsel for all interested parties. In a well-reasoned opinion, the trial court found, in part, as follows:

"Testator’s widow, Irene B. Goodwin, and two of his children, Julia Scott Leonard and Anne B. Handley, are living. The above provision [that is, paragraph 27], therefore applies presently. One of his children, Helen Butterfield Berry, died in 1955, survived by four children (grandchildren of the Testator): Paul A. Berry, Jr., Susan Lee Berry, Frank K. Berry II and David S. Berry. While all four children were living, they shared equally in their deceased mother’s income interest, pursuant to paragraph 27 of the Will. When David S. Berry died leaving no lineal descendants in January 1973 [sic], his one-fourth share in such income interest was distributed equally among Paul, Susan and Frank, who thereafter each had a one-third share in their deceased *651 mother’s income interest, also pursuant to paragraph 27 of the Will.

"Frank K. Berry II died in December 1972, survived by two minor children (great grandchildren of Testator), three-year-old Francis Alexander Berry and three-month-old David Berry. It is here that the will construction problem arises.

"The trustees have now raised a question as to the future distribution of the share of income formerly paid to Francis K. Berry II under paragraph 27 of the Will.

"The problem of interpretation is presently focused upon the Berry line of the family. Respondents Susan Lee Berry and Paul A. Berry have averred in their respective pleading that the word 'issue’ in paragraph 27 of the Will is restricted to the children of Helen Berry thereby excluding income distribution to all lineal descendants, except the grandchildren of the testator. Respondents Frank and David Berry assert that the testator used the word 'issue’ in its generally accepted sense to mean all of his lineal descendants and, therefore, the income formerly distributed to their father, Francis K. Berry II, is presently payable to them.

"Caroline McDonald and her children are concerned in that if in the event the claims of David S. Berry and Susan L. Berry is [sic] upheld, it will mean that upon the death of Mrs. McDonald, income through the Mitties L. Rathbun line of the family would cease all together.

"The construction question posed by the Will, therefore, is whether 'issue’ as used in paragraph 27 of the Will, designates 'children only’ or 'lineal descendants of every degree’. It is this question which the petitioners herein have asked this Court to resolve.

* * *

"The pertinent provisions of testator’s Will are as follows:

" '27. * * * [See quote above]

" '28. At the death of my said wife, Irene Daley Butterfield, the net income from said trust estate shall be divided and paid in equal portions to each of my children, or to the surviving issue of any deceased child, during the lifetime of the longest lived of said children.

*652 " '29. If any of my said children have died without leaving issue, either during the lifetime of my said wife, Irene Daley Butterfield, or after her death, then the payment herein provided out of said net income to said so deceased child or children not leaving issue, shall cease and be considered as part of the net income of said estate, and be divided among the remaining children as though that child had not existed.’

"Paragraph 30 then provides that the trust terminates upon the death of the last surviving child of testator and makes provisions for distribution of the remaining trust assets.

"The word 'issue’ is not a word of fixed meaning, and the sense in which the testator has used it may be the test for interpretation, and for such test the context will control. The term is to be given its legal import and is presumed to have been used in its generally accepted legal sense unless something is discovered in the Will clearly indicating a meaning inconsistent therewith. It is said that the term 'issue’ is an ambiguous or equivocal term, 95 CJS § 666. [Footnote omitted.] In this case the word admits to two possible meanings:

" '1. "Issue” may mean only children of Helen Butter-field Berry, sharing equally in their deceased mother’s income interest, or

" '2. "Issue” may mean lineal descendants of Helen Butterfield Berry, sharing in their deceased mother’s income by right of representation.’

"It is true that in the absence of an intention to the contrary, the word 'issue’ as used in a will generally means heirs of the body or lineal descendants, and as used in its primary sense may be either a word of limitation or purchase. In re Horrie Estate, 365 Mich 448 [113 NW2d 793 (1962)]; Lawrence v Westfield Trust Co, [1 NJ Super 423, 429]; 61 A2d 899, 902 (1948):

" 'It is true that the word "issue” as a general thing, means lineal descendants, indefinitely. But whether it means descendants generally, or merely children, will depend upon the intention of the testator, as indicated by the context in which it occurs, or by the language of the entire will. ’ Arnold v Alden, [173 Ill 229, 238-239]; *653 50 NE 704, 708 (1898). (Emphasis added.) [Footnote omitted.]

"In its secondary or restricted meaning, as evidenced by a testator’s intent, the word 'issue’ may mean children only, and when it is used in such a sense it may be a word of purchase or limitation. See cases cited in 95 CJS at p 980.

"We are therefore required to try to ascertain the true intention of the testator in the use of the word 'issue’ in paragraph 27 of his Will.

"When we consider the will as a whole, we are confronted with testator’s provisions for distribution of the corpus of the trust estate.

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Related

Gowthorpe v. Goodwin
275 N.W.2d 262 (Michigan Supreme Court, 1979)
In Re Butterfield Estate
275 N.W.2d 262 (Michigan Supreme Court, 1979)

Cite This Page — Counsel Stack

Bluebook (online)
250 N.W.2d 514, 72 Mich. App. 648, 1976 Mich. App. LEXIS 1131, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gowthorpe-v-goodwin-michctapp-1976.