Industrial National Bank of Rhode Island v. Votaw

244 A.2d 575, 104 R.I. 404, 1968 R.I. LEXIS 661
CourtSupreme Court of Rhode Island
DecidedAugust 1, 1968
Docket161-Appeal
StatusPublished
Cited by1 cases

This text of 244 A.2d 575 (Industrial National Bank of Rhode Island v. Votaw) is published on Counsel Stack Legal Research, covering Supreme Court of Rhode Island primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Industrial National Bank of Rhode Island v. Votaw, 244 A.2d 575, 104 R.I. 404, 1968 R.I. LEXIS 661 (R.I. 1968).

Opinion

*405 Kelleher, J.

This civil action 1 was brought for the construction of the will of William H. Haskell who died a resident of Pawtucket on April 19, 1900, and to obtain instructions pertaining thereto. A hearing was held in the superior court and the case was then certified to us pursuant to the provisions of G. L. 1956, §9-24-28, as amended, for our determination.

The plaintiff has been acting for some time as trustee under the will and presently is withholding distribution of certain trust funds pending determination of the issues ■ raised in these proceedings. The superior court appointed a *406 guardian ad litem to represent certain minors and it also designated an attorney to represent the rights of individuals who have potential interests under the will but who are at this time unknown, unascertained or not in being.

William H. Haskell executed his will one week prior to his death. He was survived by his wife, Ann, two daughters, Eunice Edna (Haskell) Moies and Elizabeth Drew (Haskell) Hamilton, and two grandchildren, Amy Seymour Moies and William Henry Moies, both of whom were children born of his older daughter Eunice’s marriage. Five years after testator’s death, a third grandchild was born to his family named Doris Elizabeth (Hamilton) Votaw, the sole off-spring of his younger daughter, Elizabeth. At present, Doris Votaw is the nearest lineal descendant of testator still living.

The major portion of testator’s wealth was distributed through the residuary clause of his will, hereafter referred to as clause 5, in which he established a rather complicated testamentary trust. The clause is subdivided into eight parts each of which is designated by letters of the alphabet ranging consecutively from (a) through (h). It is clause 5 and the integration of several of its subparts with which we are here concerned. See appendix. Essentially, under clause 5 the testator bequeathed all of the income from his residuary trust to his surviving spouse with the exception of $2,000 which was to be paid annually in equal shares to his two daughters, or in the event that either should die leaving issue, the issue of the deceased daughter would receive the $1,000 per stirpes. At the death of his surviving spouse, the testator provided that all the income of the trust was to be paid equally to his two daughters. The testator further provided that if “either” daughter died leaving issue, such issue should inherit their mothers’ share in the trust. He also provided for the contingency that if one daughter died without issue, the remaining daughter would *407 receive all the income from the trust. In the event both daughters died without issue living, the testator directed that the trust should terminate and the corpus thereof be distributed equally among the heirs of his daughters.

It is advanced here by several counsel that the one contingency for which testator did not provide, namely, that both of his daughters would die with issue surviving them, ■actually occurred. Therein, it is claimed, lies the crux of the problem which is presented by the instant suit.

With the passage of time, some of the above wishes of the testator were carried out. His widow, Ann, received income for her life and at her death in 1919, all the income from the trust was paid equally to his two daughters. In 1937, his older daughter, Eunice, died and her portion of the trust income was thereafter paid over to her only surviving child, Amy Seymour Moies. The younger daughter, Elizabeth, lived until 1950 after which time her income interest in the trust was then paid to her sole surviving child, Doris Elizabeth Votaw. So, in 1950, both of testator’s daughters had died and both left surviving issue who succeeded to the income interests which their respective mothers had received during their lives.

In 1965, Amy Seymour Moies died without issue surviving her and thus the lineal descendants of testator stemming from one of his daughters ended. Since Amy’s passing, the trustee has withheld and accumulated the income interests which had been paid to her during her life because of its uncertainty as to whom such income belongs.

In determining the interest created by provisions of a will, it is elemental law that the court will examine the document in its entirety to ascertain the dominant intent of the testator and thereafter to give effect thereto so long as no established principle of law is contravened thereby. Industrial National Bank v. Austin, 100 R. I. 697, 219 A.2d 389. Having studied the dispositive provisions of the will *408 now before us in accordance with this rule, we are satisfied that the testator entertained a general testamentary scheme which is discernible within the four corners of his will, though admittedly it is unartfully articulated.

First, we believe that the testator has clearly evidenced an intent to have his daughters treated equally with respect to the distribution of his estate. Plainly enough the testator provided that each of his daughters should equally enjoy, upon the passing of his widow, a life estate in the income generated by his residuary trust. An integrated reading of clause 5(b), (d) and (g), all of which are fully set out in the appendix, spells out this desire with such clarity as to preclude virtually any argument to the contrary.

Secondly, we think it is also apparent from a perusal of the will that the testator wished to provide ultimately for his grandchildren. Throughout clause 5, testator repeatedly makes mention that the surviving issue of his daughters would succeed per stirpes to the interest in his estate possessed by their respective mothers.

As mentioned above, it is contended that the testator did not expressly provide for the one contingency which in fact occurred. Both his daughters were survived by children and it is asserted that no disposition of the trust is provided for on such a happening. Based upon this argument, many theories have been advanced by the battery of counsel engaged to represent persons with varied degrees of interest in testator’s estate. In view of the divergency of arguments which have been advanced in this case, we have chosen not to make specific reference to every argument made, in the belief that nothing will be gained by such an approach. Accordingly, we shall refer only in passing to those arguments and theories which in our opinion are necessary to a fuller understanding of the construction which we give this will.

*409 The instant cause raises two issues for determination. First, what was the nature and extent of the interest which the testator’s grandchildren received under his will. And second, the related question as to who succeeds to the interest formerly possessed by Amy Seymour Moies.

With regards to the first question, we are persuaded to accept the argument of those attorneys who advocate that the testator intended his grandchildren should take a remainder interest in the trust which vested for each grandchild at the death of each of their mothers.

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Related

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252 A.2d 327 (Supreme Court of Rhode Island, 1969)

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Bluebook (online)
244 A.2d 575, 104 R.I. 404, 1968 R.I. LEXIS 661, Counsel Stack Legal Research, https://law.counselstack.com/opinion/industrial-national-bank-of-rhode-island-v-votaw-ri-1968.