In Re Estate of White

238 A.2d 791, 127 Vt. 28, 1968 Vt. LEXIS 169
CourtSupreme Court of Vermont
DecidedFebruary 6, 1968
Docket138
StatusPublished
Cited by1 cases

This text of 238 A.2d 791 (In Re Estate of White) is published on Counsel Stack Legal Research, covering Supreme Court of Vermont primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of White, 238 A.2d 791, 127 Vt. 28, 1968 Vt. LEXIS 169 (Vt. 1968).

Opinion

Barney, J.

The remaining corpus of the trust created by the will of Alice White became distributable on the death of her surviv *29 ing husband, Clarence White, the life tenant. The governing provision of her will, Item 5, read:

5. All the remainder of the corpus of said trust, including therein (in case Eleanor Cushman does not survive my said husband) the $5,000. next above. bequeathed, I give, devise and bequeath, subject to the power of appointment below given to said Clarence, to Frederick W. White and Dorothy W. Towart in equal shares free of all trusts, and so to them and their heirs forever per stirpes and not per capita.

Frederick W. White and Dorothy W. Towart were the adopted children of the Whites. At the time of the execution of the will in 1944, Dorothy was already married, and Frederick was to get married in a little over two weeks. Alice died in 1949, and Frederick died in 1951, survived by his father and his widow, now Adelaide Eaton, a party in these proceedings. There were no children born to Frederick and Adelaide. The death of Clarence in 1965 precipitated this controversy. Dorothy survives and is also a party in this action.

Reference to other portions of the will, an exhibit in the case, were made during the course of the litigation. A summary of its significant provisions may be helpful. After a conventional opening paragraph providing for payment of debts and administration expenses, paragraph two gave a named beneficiary, Eleanor Cushman, $5,000. “if she survives me.”

The third paragraph put the remaining assets in trust as a life estate for Clarence, giving him three-quarters of the income, and dividing the remaining one-quarter between Frederick and Dorothy. It also provides that if either child predeceases Clarence, the income share shall then be paid “to or for the benefit of his issue, if any, or if not, to his surviving spouse.” If there was no such issue or spouse, then such share was to be paid “to the survivor of my two children, or his issue or spouse as the case may be.”

The fourth paragraph was introduced by the phrase, “On the death of said Clarence W. White,” and gave Eleanor Cushman an additional $5,000 at the death of Clarence, “if she be then living.” This paragraph and the fifth, already quoted, were both subject to a power of appointment given Clarence in paragraph six.

The power of appointment authorized Clarence, by will, to give a sum not to exceed $10,000. to some appropriately charitable corpora *30 tion or corporations. Insofar as any or all of that sura was not appointed, that money was to “become a part of the share of my children above provided for in Item 5 of this my will.” The balance of the instrument provided for the appointment of trustees and executors, and revoked previous wills.

The initial problem which must be dealt with can be briefly stated. Dorothy claims that the language of the will requires that the remainderman survive the life-tenant in order to share in the distribution of the trust corpus. Since Frederick did not survive, she claims his share. This is opposed by Adelaide, Frederick’s widow, who says she is entitled to take Frederick’s portion, either because there was no such survivorship requirement to bar the passing of the share to her husband, or because she has standing under the will as an heir of Frederick. Thus, the critical opening question requires us to determine whether the remainder was vested or contingent.

The probate court found the will required a taker to survive the life tenant, and Dorothy was decreed the entire residual estate. She took half as remainderman in her own right, and half as the sole surviving member of a class of beneficiaries. This disposition was appealed to county court for a hearing de novo, where the same result obtained. Settlement of the legal issues is now sought here.

It is indisputable that the law of Vermont favors vesting. The language of Weatherhead v. Stoddard, 58 Vt. 623, 629, 5 A. 517, 519, that “no estate will be held contingent, unless very decided terms of contingency are used in the will, or it is necessary to hold the same contingent in order- to carry out the other provisions or implications of the will,” re-echoes through our cases down to Wyman v. Kinney, 111 Vt. 94, 99, 10 A.2d 191, 128 A.L.R. 298, and is still the law. We take it to be unchallenged that had paragraph five read “to them and their heirs forever” omitting “per stirpes and not per capita,” the shares of both Dorothy and Frederick would clearly have vested at the death of their adoptive mother, Alice. This would have been a conventional vested remainder, with enjoyment postponed by an intervening life estate. Jones, Admr. v. Knappen, 63 Vt. 391, 394, 22 A. 630, 14 L.R.A. 293.

We look in vain for plain words suggesting or requiring survivor-ship as a contingency. There is no limitation to “living” children, as in Wheeler v. St. Johnsbury, 87 Vt. 46, 49, 87 A. 349, which did not bar vesting, but gave an estate subject to divestment. There is *31 no “if living, otherwise to” as in In re Field’s Estate, 101 Vt. 242, 249, 143 A. 280. The “as may be living” phrase of In re Estate of Valiquette, 122 Vt. 350, 365, 173 A.2d 832, 839, was not employed. The expression “or to the survivor of them,” clearly expressive of the result sought by Dorothy, is not in the paragraph. In re Boardman Estate, 126 Vt. 77, 80, 223 A.2d 460, 462. Yet, in other parts of the will, the testatrix used the substance of all these expressions to accomplish appropriate contingent consequences.

The appellees claim that disposition of the remainder was introduced by the clause, “On the death of said Clarence W. White.” This overstates the case. This expression introduces only paragraph four, containing a contingent bequest to “Eleanor Cushman, if she be then living.” As an indicia of contingency, its effect is limited to that paragraph, already contingent, and does not reach paragraph five, which sets out the estates in remainder.

The appellees suggest that other parts of the will support their contention that the remainder to Frederick was contingent. Among other things, they point to the clearly spelled out gift of income over to spouse and issue in the event that Frederick predeceased the life tenant. The complete answer to that argument is that if paragraph five does, in fact, give a vested remainder to Frederick, none of the careful spelling out of rights of spouse and issue is necessary at all with respect to it. Furthermore, gifts of the income from a corpus to the remaindermen tend to confirm an intent to make the remainder vested. In re Robinson’s Estate, 90 Vt. 328, 333, 98 A. 826.

Turning now to the phrase

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Bluebook (online)
238 A.2d 791, 127 Vt. 28, 1968 Vt. LEXIS 169, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-white-vt-1968.