In Re Holton Trust

182 A. 425, 169 Md. 640, 1936 Md. LEXIS 67
CourtCourt of Appeals of Maryland
DecidedJanuary 16, 1936
Docket[No. 89, October Term, 1935.]
StatusPublished
Cited by5 cases

This text of 182 A. 425 (In Re Holton Trust) 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
In Re Holton Trust, 182 A. 425, 169 Md. 640, 1936 Md. LEXIS 67 (Md. 1936).

Opinion

Urner, J.,

delivered the opinion of the Court.

The will of William McKenney, of Queen Anne’s County, who died in 1897, created trusts of equal portions of his residuary real and personal estate for the benefit primarily of his children. The paragraph defining the trusts of the real estate contains the following clause: “As to my daughters, their said several Trustees, are to have, hold, manage, rent, farm, and to farm-let their several and respective shares of my Real Estate during the several and respective lives of my several daughters and for the period of twenty-one years thereafter, or until their several and respective children or issue shall have arrived at'twenty-one years of age, if the same shall occur within that period.” In regard to the equal shares of the personal estate, the testator directed that they be held “by said several Trustees of my children in trust for their use and benefit and in case of the death of any one or more of them leaving issue for the benefit of said issue, as in the case of their several and respective shares of my real estate—and the same to invest and reinvest from time to time, and the income thereof to pay over to my said several children or in case of their death with issue as aforesaid, to their issue as in case of the income from my Real Estate as herein before provided, and with like powers of disposition by last Will and Testament as to the corpus of the fund or income as in case of their respective shares of my real estate, and in case of the death of any one or more of them without leaving issue surviving, at the time of his or her death, *643 and without a last will and testament, to the survivor or survivors of them as in case of their respective shares of my Real Estate.” Following the provision relating to the trusts of realty was the following paragraph in the will: “In the eighteenth place, In case of the death of any one of my children without issue and without the exercise of the power of disposition by last Will and Testament given by this will, I do will, direct and devise that his or her share of my Real Estate shall devolve upon and become the estate and property of the survivor or survivors free, clear and discharged of the trust engrafted on the same by this will and I do hereby empower any one and all of my children in case of his or her death after twenty-one years of age and during the continuance of the trust en-grafted on his or her estate by this will to dispose of the same by last will and testament free, clear and discharged of said trust.”

That paragraph of the will was thus amplified and explained by a codicil: “I amend the 18th clause of my will in that part which provides that in case of the death of any one or more of my children, without issue, his or her portion shall go to the survivor or survivors of them by this additional provision and explanation, that the terms ‘survivor or survivors’ of them shall be intended to include and shall embrace the issue or descendants of any deceased child or children, the issue to take such part as the parent or parents would have taken in case he or she would have survived.”

One of the testator’s daughters, Henrietta McKenney Holton, on August 17th, 1935, petitioned the Circuit Court for Queen Anne’s County for the-revocation of the trust of which she is a beneficiary under her father’s will. It was alleged in her petition that she is a widow and sixty-eignt years of age; that she is the mother of two children, a son, born in 1890, and a daughter, born in 1892, both of whom are living; that her son has two children, one of whom is eleven and the other nine years old; that her daughter also has two children, aged twenty and sixteen years, respectively; that the petitioner has made *644 a will disposing of the property held under the trust; that she does not contemplate remarriage, and is incapable, because of her age and impaired health, of bearing any additional children; that the income from the trust has been seriously reduced, and the petitioner “is financially pressed because of the long depression”; that it was the intention of the testator “to provide for the care and welfare of his children until said children became of age,” and that purpose has been accomplished; and that the petitioner’s children, both of whom are adults, consent that the trust be terminated.

The defendants named in the petition are three other daughters of the testator and four children of his deceased daughter and three children of his deceased son. All of the defendants and the son and daughter of the petitioner formally consented to any order which the court might enter granting the proposed relief. It was testified by Mrs. Holton, the petitioner, that her father had seven children, one of whom died without issue in the testator’s lifetime, that a daughter, Mrs. Mitchell, and a son, William McKenney, survived their father, but have since died, each leaving children. There are also grandchildren of the testator’s surviving but since deceased son and daughter. The ages of those grandchildren are not stated in the record. A proffer of testimony to prove that the petitioner is incapable of childbearing was refused by the chancellor upon the authority of In re Ricards’ Trust Estate, 97 Md. 608, 55 A. 384. The appeal is from a decree by which the petition for a termination of the trust was dismissed.

It was assumed in the argument for the appellant that if, as a legally provable fact, it is impossible for her to have any children in addition to her son and daughter now living, she is entitled, with their concurrence and that of the defendants named in the petition, to have the trust extinguished. This theory involves a preliminary assumption that, according to the proper construction of the will, only the petitioner and those who have consented to her request for the termination of the trust have any *645 interest in its terms and duration. In our judgment, the will does not admit of that interpretation. The trust which it created for each daughter of the testator was to continue during her life and for twenty-one years after her death, or until, during that period, her “children or issue” should become twenty-one years of age.

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Cite This Page — Counsel Stack

Bluebook (online)
182 A. 425, 169 Md. 640, 1936 Md. LEXIS 67, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-holton-trust-md-1936.