Grossenbacher v. Spring

195 P. 884, 108 Kan. 397, 1921 Kan. LEXIS 54
CourtSupreme Court of Kansas
DecidedFebruary 12, 1921
DocketNo. 22,995
StatusPublished
Cited by28 cases

This text of 195 P. 884 (Grossenbacher v. Spring) is published on Counsel Stack Legal Research, covering Supreme Court of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Grossenbacher v. Spring, 195 P. 884, 108 Kan. 397, 1921 Kan. LEXIS 54 (kan 1921).

Opinion

The opinion of the court was delivered by

Dawson, J.:

This is an action to construe certain provisions of a will. Another phase of this will was before this court in Dreisbach v. Spring, 93 Kan. 240, 144 Pac. 195.

Our consideration is now directed to the paragraph of Abraham Blauer’s will which reads:

“Third: It is my will and I desire and I hereby expressly direct that all the real property that I may own at my death and all the proceeds of my personal property after paying my just debts and funeral expenses and the bequest to my daughter as herein directed, shall be held in trust by the Executor or Administrator of this my last will and testament for the use and benefit of my four grandchildren, John, Fritz, Sophia and Marguerite Grossenbacher, or the survivors of them, during their natural lifetime, but only the net income from said real and personal property thus held in trust shall be paid to my grandchildren or their survivors in equal shares, said income to accumulate in the hands of trustee until each of said grandchildren become of age, when its respective share is to be paid to it, and thereafter to be paid annually, and at the death of the last survivor of my said four grandchildren all of the estate held in trust, both real and personal, shall be equally divided between the heirs of my said grandchildren being issue of their bodies, but should they all die without issue, then said estate is to go to the heirs at law of my brothers and sisters and their heirs and assigns forever.”

[399]*399In the earlier case, supra, the trial court held that the concluding italicized lines were void under the rule against perpetuities, and we are not now concerned therewith.

Plaintiffs show that the grandchildren, John, Fritz, Sophia and Marguerite, are now all of age, and they prayed the trial court to decree that the trust created by the will has thereby become merely a passive trust; and that the estate created by their grandfather’s will is an estate tail which they are at liberty to terminate by conveyance. Since this suit was filed, one of the grandchildren, John Grossenbacher, has died; and his mother, as sole surviving heir of John, prays for adjudication of her interest as his successor in title.

The trial court rendered judgment for the defendant trustee, which in effect denied all of plaintiffs’ contentions. Hence this appeal.

Has the trust become passive because the plaintiffs have attained their majority?

The will directs that the testator’s property shall be held in trust during the natural lifetime of the plaintiffs, and that “only the net income from said real and personal property thus held in trust shall be paid” to the plaintiffs; and that after the grandchildren become of age such net income is to be paid to them annually; and it also provides that not until the death of the last survivor of the four grandchildren shall the property be divided.

If the trustee has no duty to perform towards this estate, the trust has become passive, otherwise it is active. Here the grandchildren are only to receive the net income, and it is to be paid to them annually. It is therefore the duty of the trustee to manage this estate so that it will produce an income. It is necessarily his duty to preserve the estate from waste, to rent or otherwise render the estate productive of income, to pay the taxes, to conserve the property for the benefit of those lawfully entitled to receive the remainder estate upon its division after the death of all the grandchildren. Obviously these are the duties of the trustee. By necessary implication, the powers and duties of a trustee are of whatever scope is requisite for the effective execution of the purposes of the trust. (39 Cyc. 207, 208.) And these are duties calling for action, not passive inaction. The testator’s pur[400]*400poses in the erection of this trust would be wholly defeated if the trustee contented himself with the role of a mere nominal title holder of the property and refrained from concerning himself with its proper conservation and its reasonable possibilities for producing a net annual income to be paid to the beneficiaries. These observations constrain us to hold that the will creates an active trust, and that it must actively continue as such until the death of the last surviving grandchild of the testator. (39 Cyc. 213-219.)

This conclusion also renders it easy to solve the second proposition raised by‘appellants. The testator did not devise his property directly to his grandchildren. He devised it to a trustee, not alone for their benefit but also for the purpose of holding the title, collecting the income, paying the taxes, conserving the property, and paying to the grandchildren the net income as annuities, during their lifetime; and at their death —not before — dividing the property among the heirs of their bodies. Of course, whether they shall have such heirs or not, the time set for the performance of the active duties of the trustee shall then expire; and even if there should be failure of such heirs the properties will then be freed of the trust and pass unrestrained to the next taker according to the.statute of descents and distributions. The will does not create an estate tail which may be broken by a conveyance. To do so it would have been necessary that the will should devise directly and without restricting qualifications a life estate in each of the grandchildren with remainder over to the heirs of their bodies in allodial fee. (Ewing v. Nesbitt, 88 Kan. 708, 129 Pac. 1131; Bryant v. Flanner, 99 Kan. 472, 162 Pac. 280.) But here the estate was devised in trust, with active duties imposed on a trustee which cannot be fully executed until the death of the last surviving grandchild of the testator.

Among the cases which counsel for appellants press upon our attention, as being at variance with this deduction are Breckenridge and wife v. Denny & Faulkner, 71 Ky. 523, and Haldeman v. Haldeman, 40 Pa. St. 29. In the Breckenridge case, the testator devised his property to trustees “and their successors forever” in trust for the use of his three daughters “and their posterity forever.” The court held that such a devise created an estate tail which an antecedent act of the legis[401]*401lature forbade to be created, the act ordaining — “so that, as the law aforetime was, such estate would have been an estate in tail, shall also be deemed to have been and continue an estate in fee simple.” We have no statute like the one which controlled the Kentucky decision, although we would dispose of such case under our common-law rule against perpetuities— holding that such unreasonable restrictions against alienation were void (Lasnier v. Martin, 102 Kan. 551, 171 Pac. 645), and that the lawful heirs would take the estate in allodial fee.

In the Haldeman case, the syllabus in part reads:

“1.

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Cite This Page — Counsel Stack

Bluebook (online)
195 P. 884, 108 Kan. 397, 1921 Kan. LEXIS 54, Counsel Stack Legal Research, https://law.counselstack.com/opinion/grossenbacher-v-spring-kan-1921.