Gray v. Whittemore

78 N.E. 422, 192 Mass. 367, 1906 Mass. LEXIS 960
CourtMassachusetts Supreme Judicial Court
DecidedJune 20, 1906
StatusPublished
Cited by68 cases

This text of 78 N.E. 422 (Gray v. Whittemore) 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
Gray v. Whittemore, 78 N.E. 422, 192 Mass. 367, 1906 Mass. LEXIS 960 (Mass. 1906).

Opinion

Sheldon, J.

Thomas Whittemore died on March 21,1861, leaving a will, by the fifth clause of which he bequeathed all the residue of his estate to trustees in trust to pay the net income thereof to such of his children as should survive him, during their lives; and also upon the death of any of his sons “ to pay to the widow or widows of such son or sons, if any, the respective shares of income which would have been paid to the deceased husband or husbands, if living; to wit, so long as she or they shall remain the widow or widows of such deceased: and upon the death of any of my daughters who shall survive me, to pay to the surviving husband or husbands of such deceased, if any, the respective shares of income which would have been paid to the deceased wife or wives if living: to wit, during the natural life or lives of such husband or husbands: and upon the [370]*370death of any of my sons leaving no widow, or of any of my daughters leaving no husband or of any husband of any of my daughters, who shall survive such daughter, and upon the death or marriage of any widow of any of my sons, such share of the principal sum and estate so held in trust, as shall be proportional to the income that would have been paid to such deceased son, daughter, daughter’s husband or son’s widow shall be paid or transferred to the issue if any of such deceased son or daughter : and in default of such issue at the time of such decease or marriage, the same shall be paid or transferred to the respective heirs at law of such my deceased son or daughter: and this provision shall take effect, both in the case of such issue, and in the case of default of such issue at the time of such decease or marriage, whether such decease or marriage take place after my own death or before: . . . And I hereby empower my said trustees and their successors, to sell and convey any or all of said trust property: discharged of the trusts, and without obligation upon the purchasers to see to the application of the purchase money: and the proceeds shall be held upon the same trusts.”

The testator left surviving him a widow, who has since died, and eight children : John M. Whittemore, Thomas Whittemore, Benjamin B. Whittemore, Abby E. Buggies, Lydia A. Lucas, Joseph Whittemore, Lovice C. Cowles, and Eliza A. Gifford. All these children have now died, the first named in November, 1861, and the others at various dates since that time, some leaving only a widow or husband, some leaving only issue, and some leaving both issue and a widow or husband. The trustees have distributed according to the terms of the will four of the eight shares which made up the trust fund, being the shares which became divisible by the death of the children and their surviving husbands or wives before 1904; one share is still held for the benefit of the widow of a son of the testator for her life or widowhood ; all the life interests in the other three shares of the trust fund created by the will have now come to an end; and the plaintiffs, who are the present trustees under the will, ask that they may be instructed to what persons and in what proportions they should distribute these three shares.

The defendants Josephine P. Thwing and McLoud contend [371]*371that the remainders which are attempted to be created by the residuary clause of the will in question are all invalid on the ground of remoteness under the rule against perpetuities, and especially that the gifts over upon the death or remarriage of the surviving husbands or wives of the testator’s children are so invalid, both in the event of there being issue of the children surviving at the time of such death or remarriage and in the event of there being no issue surviving at that time, and that the residue of the testator’s estate must now, after the death of all his children, be taken to be undisposed of by his will, and must go to the persons who now represent those who were his heirs at law or next of kin at the time of his death. Mrs. Thwing also contends that she is in no way precluded from asserting her full rights by the distributions that have been made of the four shares of which the income was payable to John M. and Thomas Whittemore and Mrs. Ruggles and Mrs. Gifford, or by the allowance of the trustees’ accounts which showed such distributions. She contends that she is entitled to a common law dower interest in her husband’s share of this residue, so far as it consisted of real estate, and to the personal property, to the amount of $5,000 and to one half of the excess above $10,000. She also claims that if the whole will is valid, she was yet one of the heirs at law of her deceased husband, John M. Whittemore, a son of the testator; that on her remarriage one eighth of the residuary principal was payable to his heirs, and that of this one eighth share she was entitled to have her dower in the real estate, and her distributive share in the personalty. The defendants Wellington and McLoud contend that past distributions, whether erroneous or not, cannot now be inquired into or taken into account, and that their intestates Lucas and Cowles are entitled each to the share of his deceased wife either as her devisee and legatee or as her statutory heir and next of kin, whether the limitations made by the residuary clause of the will in question were valid or invalid. The defendant Wellington also contends that if these limitations were valid Cowles was entitled in the right of his deceased wife to participate in the distribution of the shares of which Mrs. Lucas had received the income, when the right to this distribution accrued on the death of Mrs. Lucas in 1904. In the event of some of these contentions [372]*372being sustained, it will also be material to determine whether the fund in the hands of the trustees is to be regarded wholly as personal estate, or whether that part of the fund which consists of the proceeds of real estate sold on or before April, 1898, is still to be treated as real estate.

We see no ground for the contention that the limitations in remainder immediately after the life estates given to the testator’s children are too remote. Of necessity the children of the testator who survived him must all be in existence at the time of his death; and their life estates must all expire within the limit of lives then in being. It is settled that an interest is not obnoxious to the rule against perpetuities if it begins within the prescribed period, although it may extend beyond that limit. Gray, Rule against Perpetuities, (2d ed.) § 232, and cases there cited. The life estates given to the surviving husbands or wives of the testator’s children are therefore valid. And we are of opinion that the limitation of the principal sum of a share to the issue of his children who should die leaving no husband or wife is also valid. The remainder to the issue of his children is given upon two alternatives, first upon the death of his children respectively without leaving any surviving husband or wife, and secondly upon the death of any surviving husband or the death or remarriage of any surviving widow. If we assume for the sake of the argument that the remainder limited upon the latter event is to go only to the issue in existence at that later time, is merely contingent and comes (as in that case it might come) within the rule against perpetuities, yet the remainder limited upon the former event, a wholly distinct and separate event, would be valid. Gray, Rule against Perpetuities, §§ 341 et seq. Stone v. Bradlee, 183 Mass. 165. Seaver v. Fitzgerald, 141 Mass. 401. Jackson v. Phillips, 14 Allen, 539, 572.

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Cite This Page — Counsel Stack

Bluebook (online)
78 N.E. 422, 192 Mass. 367, 1906 Mass. LEXIS 960, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gray-v-whittemore-mass-1906.