In re Irish's Will

94 A. 173, 89 Vt. 56, 1915 Vt. LEXIS 185
CourtSupreme Court of Vermont
DecidedMay 15, 1915
StatusPublished
Cited by13 cases

This text of 94 A. 173 (In re Irish's Will) 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 Irish's Will, 94 A. 173, 89 Vt. 56, 1915 Vt. LEXIS 185 (Vt. 1915).

Opinion

Watson, J.

E. M. Irish died testate on September 17, 1895, aged fifty-six years. By the twelfth clause of his will, in case his mother, Lucy McClintock, should survive him, he gave and placed in the care of a trustee the sum of four thousand dollars upon trust that said sum and the income and interest arising thereon should be used and expended as needed and required for the support of the said mother for the term of her natural life, and to defray the expenses of her funeral and burial, and so much of said sum with the accrued interest thereon, as should be remaining at the decease and burial of the said mother, the testator gave to be paid by the trustee as follows: “one-half thereof to my granddaughter, Helen Harlow and her heirs, and the other one-half thereof to my lawful heirs. ’ ’'

In the statement of facts filed, it is agreed in effect that the testator executed the will in question on August 23, 1895, when he was sick in bed with the sickness which twenty-five days afterwards caused his death; that he left surviving him, his mother, but no father, no widow, no children and no issue except his granddaughter, Helen Harlow, who was then about three years of age and is the daughter of Addie Harlow, the only child of the testator; that he left surviving him one sister who died in 1906, leaving no will, no issue, and no husband surviving her; that he left surviving him one nephew and five nieces, the children of his deceased brothers; that one of these nieces died prior to the death of the testator’s mother, leaving no will, no husband, and no issue surviving her. It is further agreed that had the testator died intestate, the said Helen Harlow would have been and would now be his sole heir at law; that W. E. Harlow, the father of Helen, was living at the time the will in question was made, and is now living; that had the testator left no issue surviving him, the said nephew and nieces now in life, would have been the testator’s only heirs at law at the time of his [59]*59decease, except the sister and the niece who subsequently died as before stated.

The testator’s mother survived him several years, dying on February 25, 1900. After her decease, the trustee’s account under the aforementioned clause of the will being rendered, the probate court decreed one-half of the trust fund remaining to the granddaughter, Helen Harlow, and the other one-half to the brothers and sisters of the testator, or to the representatives of the deceased brothers and sisters. On appeal by the granddaughter, the ease was heard in the county court, resulting in an affirmance of the decree, and it is here on her exception.

Concerning the one-half of the trust fund decreed to the granddaughter, no question arises. But the granddaughter contends that since she was, at the time of the death of the testator, and now is, his sole “lawful heir,” she is entitled under that clause of the will to a decree giving her the other one-half also. While the representatives of the testator’s deceased brothers and sisters claim that by said clause they are entitled to one-half of the fund, as decreed by the court below. This presents the single question: In what sense did the testator use the phrase “my lawful heirs,” in making that bequest?

The testator is presumed to have known,' at the time of making his will, that the sole heir of his granddaughter, was her father, W. E. Harlow, and that this would be so certainly until she reached the age of maturity, except in the event of her father’s death. And in that event while she remains single, any relatives she may have, other than through her father, are too remote to be noticed in determining the question before us. In the language of Chief .Justice Field in Welch v. Brimmer, 169 Mass. 204, 47 N. E. 699, “There is nothing in the will indicating that the testator contemplated the possibility of marrying again and having children.” It is a settled rule that a gift of personalty to “heirs” merely, whether to one’s own heirs or to the heirs of another, is primarily to be held to be those who would be entitled to take under the statute of distributions, and to indicate, when there are no words in the will showing that the testator used the word “heirs” in a different sense, that they are to take in the same manner and in the same proportions as though the property had come to them as intestate’s estate of the person whose heirs they are called. Hodges v. Phelps, 65 Vt. 303, 26 Atl. 625. The use of the word “lawful” before the word “heirs” [60]*60in the phrase particularly under consideration, makes no difference in legal effect. Simpson v. Ashworth, 6 Beav. 412; Mathews v. Gardiner, 17 Beav. 254. See also In re Tucker’s Will, 63 Vt. 104, 21 Atl. 272, 25 Am. St. Rep. 743.

It will be seen that by the ninth clause of the will, the sum of fifteen thousand dollars was given and placed in trust for the use of the granddaughter, she to receive a part of the principal at the age of eighteen years, (by the tenth clause), a further part of the principal at the age of thirty years, and the remaining part thereof when she arrives at the age of forty years. The eleventh clause provides: “In case of the decease of the said Helen, before she shall arrive at the age of forty years,' then the aforesaid payments are to be made to her lawful issue in equal shares and so to the heirs of such issue, but in ease no such issue, or children of such issue, shall survive the said Helen, then the said fund or so much thereof as shall be remaining, is by me given to, and is to be paid, one-half thereof to the lawful heirs of the said Helen, and the other one-half thereof to my lawful heirs.” By the twentieth (residuary) clause, the residue and remainder of the estate, not otherwise disposed of, is given and placed in trust for the said Helen, to have the interest and income thereof during her lifetime, and at her decease the estate so held in trust is given to her lawful issue, in equal shares, and to the heirs of said issue; “but in case no such issue, or children of such issue, shall survive the said Helen, then the said residue and remainder of my said estate is given to, and is to be paid, one-half thereof to her lawful heirs, and the other one-half thereof, to my lawful heirs.” Thus under .the eleventh clause the remaining portion of the fund there mentioned, and under the residuary clause the residue and remainder of the estate, each in a certain contingency,, and under the clause in question the trust fund at the termination of the life interest, are severally disposed of by moieties: in the first and second instances, one moiety is given to a class comprised of the “lawful heirs” of said Helen, and in the third instance, one moiety is given to “Helen Harlow and her heirs;” while in every instance the other moiety is given to a class described by the testator in exactly the same words, “my lawful heirs.”

Under the eleventh and under the residuary clauses respectively, the gift is over to the two classes only in the contingency of the decease of Helen, leaving no lawful issue, or children of [61]*61such issue, surviving her. This being so, it is clear that the two classes there intended, by the testator are wholly different, and it is equally clear that by the phrase “my lawful heirs,” the testator there meant those who by the laws of distribution would, in such circumstances, be his heirs. This manifestly being the intended meaning of that phrase in those two clauses, we think that in the circumstances of this case, Mr. Jarman’s eighteenth cardinal rule of construction (3 Jarm. Wills., 5th Am. Ed.

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Cite This Page — Counsel Stack

Bluebook (online)
94 A. 173, 89 Vt. 56, 1915 Vt. LEXIS 185, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-irishs-will-vt-1915.