Heard v. Read

47 N.E. 778, 169 Mass. 216, 1897 Mass. LEXIS 49
CourtMassachusetts Supreme Judicial Court
DecidedOctober 2, 1897
StatusPublished
Cited by57 cases

This text of 47 N.E. 778 (Heard v. Read) 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
Heard v. Read, 47 N.E. 778, 169 Mass. 216, 1897 Mass. LEXIS 49 (Mass. 1897).

Opinion

Field, C. J.

This is a bill for instructions, brought by the trustees under the will of John W. Trull. The will is dated November 11,1858. At that time John W. Trull was a widower, between seventy-five and seventy-six years of age, having been bom on May 12, 1783. He died on April 12, 1867. He [219]*219had been married to a Mrs. Heard, a widow, who died before the will was made, and by her he had one child only, a daughter, Elizabeth, who was born on August 29, 1816, and had married a Mr. Eldredge, and she is the person designated as Mrs. Elizabeth Eldredge in the will. At the time the will was made she was in the forty-third year of her age. She died on July 4,1895, never having had issue, and leaving no husband surviving her. In many of the answers of the defendants in this suit it is averred that she was a widow at the time when the will was made, as well as at the time when John W. Trull died, but at the argument it was conceded that Mr. Eldredge, her husband, was alive at the time when the will was made, and had died before John W. Trull died. Mrs. Eldredge never married again, and she died testate, and the executors of her will have been made parties defendant. John T. Heard, Esquire, mentioned in the will, was the only child of Mrs. John W. Trull by her former hushand. John T. Heard died on December 1,1880, leaving a wife, Almira P. Heard, and, as his only heir at law, his son, J. Theodore Heard, also mentioned in the will of John W. Trull, and one of the complainants in the present suit. John T. Heard left a will in which he devised and bequeathed all the residue of his estate to his wife Almira P. Heard, and appointed her executrix, and she duly qualified as such. Shé died intestate on April 2,1885, not having married again, and leaving as her only heir at law said J. Theodore Heard. John W. Trull was one of the children of John Trull, and a schedule of the descendants of John Trull is annexed to the bill. Mrs. Elizabeth Eldredge having died leaving no issue surviving her, the principal questions in the case are whether the one half of the trust property which the testator directed should at her decease leaving no issue surviving her be “ divided among my heirs at law, as though I died intestate,” belongs wholly to the estate of Mrs. Elizabeth Eldredge, or is to be divided among the descendants of John Trull who would be the heirs of John W. Trull if Mrs. Eldredge is excluded, and, if it is to be divided among, such heirs, whether they are to be determined as of the time of the death of John W. Trull or of Mrs. Eldredge. It is not seriously disputed that the other one half of the trust property which in the event that has happened was to “go to and be held by the said John T. Heard and his [220]*220heirs in fee forever,” belongs to J. Theodore Heard. So far as this one half is concerned, it is not absolutely necessary to determine whether it must be regarded as vesting in John T. Heard and his heirs on the death of John W. Trull, or as contingent until the death of Mrs. Eldredge without issue surviving her. We think, however, that the interest of John T. Heard and his heirs in the estate of John W. Trull was in a sense contingent until the death of Mrs. Eldredge without issue surviving her, because until her death it could not be certainly known whether she would leave issue surviving her. Still, this interest would be alienable, descendible, and devisable, subject to such contingency, and it would pass, subject to the contingency, as a part of the estate of John T. Heard by his will. That will is not set out in the papers before us, but the statement in the bill of complaint, that by his will he devised all the residue of his estate to his wife, is to be taken as true under the admissions contained in the answers of those defendants who have answered, and under the decrees taking the bill for confessed as against those defendants who have not answered. It is nowhere suggested that John T. Heard in his will gave this contingent interest in the estate of John W. Trull to any other person than his wife, or that she after his death assigned it to any person. It may be assumed, in the absence of any suggestion to the contrary, that on her death, which was before that of Mrs. Eldredge, it passed to her son, J. Theodore Heard, as her sole heir at law.

A distinction should be made between real and personal estate. Strictly speaking, the personal estate, or that which should be regarded as the personal estate of this one half of the trust fund, should be paid to the administrator with the will annexed of the estate of said John T. Heard, who, after paying the debts of the estate, if there are any, and the expenses of administration, should pay it to the administrator of the estate of Almira P. Heard, who, after paying the debts of this estate, if there are any, and the expenses of administration, should pay it to J. Theodore Heard. The administrator of neither of these estates has been made .a party to the bill, and we do not know that there are such administrators in existence, but, if deemed necessary, they can be appointed. One half of the real estate can be conveyed directly to J. Theodore Heard. It may be left for the [221]*221trustees to determine whether they can safely pay one half of the personal property to him, or whether administrators of these estates should be appointed. Winslow v. Goodwin, 7 Met. 363. Childs v. Russell, 11 Met. 16. Welsh v. Woodbury, 144 Mass. 542. Bancroft v. Fitch, 164 Mass. 401.

A majority of the court think it manifest, on reading the will, that the testator never intended to give to Mrs. Eldredge out of the residue of his estate anything more than the net income of it during her life. He gave this residue in trust, but he gave to her no power of disposition over the principal of the trust, either by deed or by will. At and after her decease he gave the “trust premises to her issue, equally to be divided between and among them, if more than one, in fee simple, the children of any deceased child of my said daughter to take the parent’s share by representation.” Such issue, if any had survived Mrs. Eldredge, would have taken the trust premises ” directly under the will of John W. Trull, and not as heirs or distributees of the estate of Mrs. Eldredge. If Mrs. Eldredge left no issue surviving her, it cannot be said that the testator had no purpose to express concerning the disposition of the “ trust premises.” He directed that one half of the “ trust premises ” should go to his stepson and his heirs, and the other half should be divided among his heirs at law “ as though I died intestate.” There is no indication in the will that the testator contemplated the possibility of marrying again and having other children than Mrs. Eldredge. He made no provision for that, and evidently did not regard it as probable. He may or may not have known that, if he married again and had a child by the marriage, the will ipso facto would be revoked, but he may be presumed to have known that at the time the will was made Mrs. Eldredge was his only heir presumptive, and that if she survived him she would, unless he married again and had a child, be his only heir at the time of his death.

After giving Mrs. Eldredge his household furniture, etc. absolutely, and the improvement during her life of his dwelling-house in Beacon Street, Boston, and making a pecuniary provision for his stepson and the son of his stepson, the testator established the trust of the residue and expressly included in the trust property the reversion of the dwelling-house. Whether Mrs. Eldredge [222]

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Bluebook (online)
47 N.E. 778, 169 Mass. 216, 1897 Mass. LEXIS 49, Counsel Stack Legal Research, https://law.counselstack.com/opinion/heard-v-read-mass-1897.