Heald v. Heald

56 Md. 300, 1881 Md. LEXIS 97
CourtCourt of Appeals of Maryland
DecidedJune 28, 1881
StatusPublished
Cited by42 cases

This text of 56 Md. 300 (Heald v. Heald) 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
Heald v. Heald, 56 Md. 300, 1881 Md. LEXIS 97 (Md. 1881).

Opinion

Robinson, J.,

delivered the opinion of the Court.

The bill in this case is filed to obtain a construction of the will of William Heald.

The testator left three sons, William H, John H., and Howard Heald, all of whom were of full age at the time of his death.

He left also two infant children, Chárles M. and Alice H. Heald.

Before his death, two children, namely, Edward Heald and Adeline E. Spurrier had died, each leaving infant children, living at the time of the testator’s death.

He divided his estate into seven parts, three of which were devised absolutely to his three sons, William H, John H. and Howard Heald.

[305]*305By the fourth item, the testator devises his country place “Allendale” to his son John H. Heald, the complainant, in fee, in trust;—

1st. For the testator’s son Charles Mercer Heald for Ife, without power to Charles to dispose of his life estate, or in any way to encumber the same.

2nd. From and after the death of Charles, in trust for the use and benefit of his children living at his death, in equal shares for their lives, under the same restrictions as to alienation and encumbering their equitable shares.

3rd. On the death of any of the children of Charles, who survive him, without issue living at the time of the death of such child, then in further trust for the survivors or survivor.

4th. On the death of any of the children of Charles, leaving issue living at his or her death, then to such issue absolutely free of the trust.

5th. On the death of Charles without.issue living at the time of his death, to the children of the testator then living and to the issire of any children who may have died before Charles, per stirpes and not per capita.

By the fifth item, a like devise is made in trust for Alice Howard Heald, daughter of the testator, and her children, of certain other real estate mentioned in said item.

The testator directs that in dividing his property into seven shares, “ Allendale” devised to Charles, shall he valued at §18,000, and the real estate devised to Alice at §12,000 ; and that they he charged with these valuations as parts of their respective shares of his estate.

He then directs that from one of said one-seventh parts the sum of §15,000 he deducted, and the residue of said one-seventh he given to the children of his daughter Adeline Spurrier, subject to certain provisions hereafter mentioned.

He then directs that the remaining six-sevenths of his estate he divided into six parts : and that one-sixth of the [306]*306same, after deducting $18,000, the value of “Allendale,” he invested hy his executors in permanent ground rents in the name of the complainant, John H. Heald, in trust for Charles Mercer Heald and his children, and subject to the same limitations set forth in the fourth item in regard to the devise of “Allendale.”

A like provision is made for Alice and her children as to another sixth of said estate, after deducting therefrom $12,000, the valuation of the real estate devised to her.

The testator also directs, that one of the six parts of his estate, shall be invested by his executors in permanent ground rents, in the name of John H. Heald, upon the following trusts:—

First. For the use of William, Charles, and John Creswell Heald, children of the testator’s son, Edward. Heald, in equal parts for their lives, with survivorship among them, on the death of any of them without issue living.

Second. On the death of any of said grand-children leaving issue at his death, in trust for such issue for their natural lives. '

Third. After the death of the children of such deceased grand-children, then to the testator’s right heirs absolutely.

Fourth. Upon the death of all his said grand-children without issue living, then said ground rents are to be sold, and the proceeds distributed among all of the testator’s children, and the issue of deceased children.

The share devised to the children of his daughter Adeline Spurrier, he directs shall also he invested in ground rents, in the name of John H. Heald, and upon the following trusts:—

First. For the use of Mary, Josephine, William and Eleanor Spurrier, children of the said Adeline, in equal shares for their lives, with survivorship among them, on the death of any of them without issue living.

Second. To the children of any of said children for their lives.

[307]*307Third. Upon the death of the children of such children •of Adeline, to the testator’s right heirs, share and share ■alike absolutely.

The bill charges, that the shares thus devised to the above named parties, have been invested in permanent ground rents, upon the trusts and limitations mentioned in the will of the testator, except a small balance now remaining in the hands of the complainant, and which is insuffi•cient to purchase a ground rent according to the directions of said will.

The bill further charges, that doubts have arisen as to the validity of certain trusts upon which said investments have been made, and as to the rights of the several parties in such investments, and that the complainant cannot safely proceed to execute the trusts of said will, without a judicial construction thereof, and an ascertainment of the rights of the several persons and classes of persons •concerned.

It is not the province of Courts to declare the rights of parties, except in cases where immediate relief can be given. If there is no matter in dispute, and the application is to do nothing more, than to declare future rights, in such a case Courts will not entertain jurisdiction.

But this is an application by a trustee, under a will, directed to make large investments upon certain trusts ■and limitations, in regard to the validity of which, and the rights of the parties in regard thereto, grave doubts have arisen. Under such circumstances, we are of opinion that he is entitled to the aid of this Court, to instruct him as to his duties, and to protect him in the discharge of them, now, and in the future emergencies of the family of the testator.

The provisions of the fourth, fifth, seventh, eighth and ninth items of the will, with reference to Charles Mercer and Alice Howard, are substantially the same, and we shall consider the construction of those items in the first [308]*308instance, taking the fourth item as an example of the others.

No difference in the construction of these items can arise from the fact, that items four and five relate to real estate alone, while items seven, eight and nine, may include both realty and personalty. These latter items direct the conversion of the shares therein mentioned into-real estate, and devise those shares in that form.

By the fourth item of the will, it is plain, that Charles. Mercer Heald, takes an equitable life estate. Whether the provision restraining him from alienating or encumbering it, is void, being inconsistent with the estate given him, and there being no limitation over in the event of his making any disposition .of his life estate, is a question, not now ripe for decision, and we are not to be understood as expressing any opinion in regard thereto.

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Cite This Page — Counsel Stack

Bluebook (online)
56 Md. 300, 1881 Md. LEXIS 97, Counsel Stack Legal Research, https://law.counselstack.com/opinion/heald-v-heald-md-1881.