In re Robins' Estate

38 F. Supp. 468, 1941 U.S. Dist. LEXIS 3494
CourtDistrict Court, District of Columbia
DecidedMarch 28, 1941
DocketNo. 56428
StatusPublished
Cited by4 cases

This text of 38 F. Supp. 468 (In re Robins' Estate) is published on Counsel Stack Legal Research, covering District Court, District of Columbia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In re Robins' Estate, 38 F. Supp. 468, 1941 U.S. Dist. LEXIS 3494 (D.D.C. 1941).

Opinion

MORRIS, Associate Justice.

The executors under the will and codicil of William L. Robins, deceased, by petition, ask for directions as to the manner in which distribution of the residue of decedent’s estate shall be made. Answers have been filed by all interested parties, including the guardian ad litem, appointed to represent the interests of minors. The tenth item of the will here under consideration reads as follows:

“All of the rest, residue and remainder of my estate, of every character and description, I give and bequeath to the issue, living at the time of my decease, of my cousins hereinafter named as follows:

Four-eighths (4/8) to the issue of Emma Kate Whaley

One-eighth (1/8) to the issue of Ethel Purnell MacGregor

One-eighth (1/8) to the said issue of Frances Purnell Thebaud

Two-eighths (2/8) to the said issue of Blanche Purnell Russell.

Should any of the fractional bequests fail for want of issue, the total of the numerators of the survivors’ fractions shall be taken as a new denominator and for purposes of distribution the numerators of the survivors’ fractions shall be written above such new denominator, and the said distribution shall be made in accordance with such newly determined fraction.”

It is stated in the petition, and admitted by the answers, that Frances Purnell The-baud is an adult and at the time of the death of the testator, on January 28, 1940, had no children or descendants. For this reason, the bequest of one-eighth of the 'residue to her issue has failed, and the other fractional bequests of residue have been thereby increased from eighths to sevenths.

The descendants of Emma Kate Whaley who were living at the time of the death of the testator are:

(a) John F. Whaley, adult son. He has no children or descendants and had none at the time of the testator’s death.

[469]*469(b) Katharine W. Cummins, adult daughter. She has one minor child, Richard Cummins, age 20 years.

(c) Dr. Thomas B. Whaley, adult son, who has one minor child, Anna Whaley, age 11 years.

(d) Ellen R. W. Patton, adult daughter. She has two minor children, William Whaley Patton, age 12 years and Thomas Patton, age 8 years.

The descendants of Ethel Purnell MacGregor who were living at the time of the death of the testator are:

(a) Charles Russell MacGregor, adult son, who has no children or descendants and had none at the time of the testator’s death.

(b) George Purnell MacGregor, adult son. He has two minor children, Ethel Ann MacGregor, age 4 years, and George Purnell MacGregor, Jr., born December 13, 1939.

The descendants of Blanche Purnell Russel who were living at the time of the death of the testator are:

(a) Alexander H. Russell, adult son.

(b) Margaret Purnell Russell, adult daughter.

(c) Ethel Amelia Russell, adult daughter.

(d) Anna Blanche Russell, adult daughter.

(e) Alexandra Russell, adult daughter.

None of these children of Blanche Purnell Russell have any children or descendants.

Petitioners are of the opinion that the two-sevenths of the residue of the estate bequeathed to the issue of Blanche Purnell Russell should be equally divided among her five children above named, share and share alike. The court is requested to direct the petitioners what parties are rightfully entitled to receive the four-sevenths of residue bequeathed to the issue of Emma Kate Whaley and the one-seventh of the residue bequeathed to the issue of Ethel Purnell MacGregor.

It is contended by John P. Whaley, son of Emma Kate Whaley, and Charles Russell MacGregor, son of Ethel Purnell MacGregor, both of whom have no children, that the word “issue”.in the residuary bequest should be construed as children, or in the alternative the word “issue should be construed as synonymous with descendants, .and the distribution to the “issue” of the persons named in said residuary bequest “should be per stirpes [sic], and not per capita.”

The answers of Katharine W. Cummins, daughter of Emma Kate Whaley, and Thomas B. Whaley, son of Emma Kate Whaley, both of whom have one minor child, state it to be their opinion and belief that it was the intention of the testator that the word “issue” be construed “to mean children when there were children, and grandchildren only where there were no living children, and where a child had died, the grandchildren or children of the deceased child were to divide equally between them that one portion.”

To the contrary, it is contended by the guardian ad litem, appointed to defend the interests of the minors, Ethel Ann MacGregor, George Purnell MacGregor, Jr., James Dirickson Cummins, Jr. (who is the same person referred to in the petition of the executors as Richard Cummins), William Whaley Patton, and Ann Whaley, that the word “issue,” as used in the residuary bequest should not be construed as equivalent to children, and that the distribution should be made per capita among the children and grandchildren of the named cousins.

New questions have been the source of more judicial concern and comment, both in the English and American courts, than the effect to be given to the use of the word “issue” in conveyances and testamentary dispositions. When used as a word of purchase, it was early held to designate a class, including all descendants, each of whom should take equally — this because it was thought that the word had a technical legal meaning which required this result. No sooner had the rule been stated, however, than exceptions, qualifications, and departures began to appear. Decisions throwing light on this development are gathered and discussed in the annotation in 2 A.L.R. 930, and in a supplemental annotation in 117 A.L.R. 691. A most illuminating discussion appears in Section III of Redfield on Law of Wills, page 37. The subject has been one of much discussion in articles appearing in the various law reviews, 6 Illinois Law Review 230 (1911) ; 35 Yale Law Journal 571 (1926) ; and 48 Harvard Law Review 1231 (1935).

In some of the States, of which Massachusetts is the original, it is considered that the word “issue” connotes representation and, unless the contrary intent plainly [470]*470appears, it is to be given that effect. In other jurisdictions, of which New York is an example, “even a faint glimpse of a different intention” will result in a departure from the original rule, and it will be construed as intending representation. Other jurisdictions, of which South Carolina is typical, reach the same result by construing the word to be equivalent to “heirs of the body,” and looking to the statutes of descent and' distribution to determine by what persons, and in what parts, the testator intended his property to be taken. Recent decisions indicate that the courts of Maryland incline to the view that the word should be construed, where a contrary intention does not appear, as equivalent to children. I do not mean, however, to imply that in a very large number of jurisdictions the original rule, giving to the word its technical or so-called legal meaning, does not still persist.

It is recognized in this jurisdiction that, while the word “issue” should ordinarily be construed to mean descendants, Jewell v. Graham, 57 App.D.C. 391, 24 F.2d 257

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38 F. Supp. 468, 1941 U.S. Dist. LEXIS 3494, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-robins-estate-dcd-1941.