Johnson v. Palmer

107 A. 291, 118 Me. 226, 1919 Me. LEXIS 54
CourtSupreme Judicial Court of Maine
DecidedJuly 7, 1919
StatusPublished
Cited by2 cases

This text of 107 A. 291 (Johnson v. Palmer) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Johnson v. Palmer, 107 A. 291, 118 Me. 226, 1919 Me. LEXIS 54 (Me. 1919).

Opinion

Dunn, J.

In the year of 1863, Nathan Palmer, who lived at Hollis, in York County, made Iris will. Promptly after his' death, about two years later, the Probate Court in that County took proof that the instrument was indeed his lawful act, and allowed it. This suit in equity recently was brought to obtain a construction of that portion of the seventh clause of the will which, as set forth herein, is italicized for distinguishment. The clause referred to reads:

“Seventh. I give and devise unto my said nephew Daniel Townsend, all the rest and residue of my real estate in said Hollis, being my former and original homestead, and the “Haley Farm” being the same farms before mentioned, together with all my cattle, stock and farming tools, necessary to stock and carry on said farms and all my other personal estate after payment of the sums and expenses herein before specified to hold in trust, in the manner and for the purposes following, viz: that said Daniel Townsend shall carry on, lease or rent said farms, stocked with such cattle as he may deem necessary, to the best advantage, and of the proceeds thereof lay out so much as may be necessary and proper to keep said farms in good order and condition and to raise on said farms such stock as may be necessary and at sundry times and as may seem to him most advantageous, sell or exchange any cattle from or on said farms and of any gains or net income from said farms derived as aforesaid to pay over yearly to my wife, said Mary A. Palmer, so long as she shall remain my widow and unmarried, so much as she may require for the comfortable support and maintainance of herself, and of said minor children during their [228]*228minority.And in the event of the death or intermarriage of my said wife the said Daniel Townsend shall in trust convey to my two sons Nathan Palmer, Jr. and Moses Palmer, or in case of the death of either without children, to the survivor of them that part of my lands which constituted my said original homestead to have and to hold the same for and during their natural lives and the reversion of the last mentioned farm to he conveyed to the children of said Nathan and Moses if they have any, otherwise to all my grandchildren.”

Mr. Palmer twice was married. Surviving him there were, (a) his wife, Mary A. Palmer, who remained his widow for nine years, when she married again; (b) his aforesaid children, Nathan Jr. and Moses, only two sons of his first marriage; (c) three daughters born of the first, and a son and a daughter born of the second marriage. The children of the children of group c contend with great insistence that, as they only of the testator’s grandchildren survived the life tenants, title to the revision of the “original homestead” farm passed by the will to them.

Nathan, Jr. and Moses Palmer both were living, (the former having only one child and the other being unmarried and childless), when their stepmother, the testator’s widow, married. But the testamentary trustee, neither then nor to the time of his own death long subsequently, made conveyance of the original homestead farm, either by carving out life estates to Nathan and Moses or by deeding the reversion. Nathan, Jr. died in 1891, outlived by his said child, born about two mofiths after the death of her grandfather, of the name of Fredonia. She lived until 1911. The plaintiffs respectively are husband and only heir, her surviving. Moses Palmer, who never married, has died since the cause was argued. In the circumstances, his death does not necessitate pause in the case. On petition of them who now are plaintiffs, on February 18, 1913, a trustee under the will was appointed, in succession to the dead trustee. This trustee purported to transfer the title to the reversion of the original homestead farm to the plaintiffs, on the ground that to it they were of right entitled, in the stead of their wife and mother, who had died before conveyance to her by the first trustee. Three years later, on petition in behalf of Moses, who was alleged to be the owner in possession of an estate therein subject to a contingent remainder or an executory devise, the York Probate Court assumed to appoint a trustee to sell and convey the fee of the farm (R. S., Chap. 78, Sec. 4) which that [229]*229trustee promptly undertook to do, for the consideration of $11,000.00. Plaintiffs afterward filed this bill as against the life tenant, the trustee appointed to sell and convey the farm, and the testator’s living grandchildren, praying construction of the will.

The intent and meaning of a testator, as he defined and recorded it, must be spelled out by scanning the words of his will, and that from his point of view. Words are pictures represented by sounds. They are to be read in the light of the day of their delineation. The object of judicial interpretation, in a case like this, is to ascertain what the language used by a testator represented in.his mind; what he understood it signified. It is not so much a question as to what the words mean as to what they mean as he purposely employed them. And this to the end that, if agreeable to legal canons, his will shall prevail and not fail.

A chief object of Nathan Palmer in making his will, as gleaned from a reading of that document, was to provide for the befitting livelihood of his wife, should she become and remain his widow. Her he gave, for life or widowhood, whichever first should come to an end, the furniture of the family homestead, the (live) stock of the homestead farm, together with that farm itself, and all the personal property he used thereon. Beyond this, in the mooted seventh clause of the will, he created a trust, nominating a nephew of his to perform it. The body of this trust comprised the rest of Mr. Palmer’s real estate in Hollis; that is to say, two farms, called by him the original homestead and the Haley farms; and it included, too, cattle, stock, and farming tools to carry them on, and all his available personal estate. From the net income of the trust, yearly was to be paid to testator’s widow, so much money as she might have required for her appropriate support, and that of her minor children. When she died, or in case she married, the trustee was instructed to convey the original homestead farm, in fife estates to testator’s sons, Nathan and Moses. And, continues the will, “the reversion of the last mentioned farm to be conveyed to the children of said Nathan and Moses, if they have any, otherwise to all my grandchildren.”

Failure of the trustee to discharge duty has not essentially complicated the situation. Equity will regard and treat him in whose favor an act should have been performed as clothed with the same interest, and entitled to the same rights, as if the act actually had been performed. The underlying inquiry of the case is, when and to [230]*230whom ought the trustee to have conveyed the reversion? The term, “reversion” sometimes is loosely used in wills or deeds. The reversion is that estate which is left, when from the entire fee, a lesser particular estate' in being is granted. Stinson v. Rouse, 52 Maine, 261. It is that present vested, alienable, inheritable and devisable residue of an estate remaining in a grantor or his successors, or in the successors of a testator, to be enjoyed in possession, from and after the happening of a particular event, at some future time. The word, as the testator-applied it, in disposing of his original homestead farm, must be held to have related to the title which would have remained in the trustee after the latter, conformably to the terms of the will, had conveyed to the sons for life.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Biles v. Webb
161 N.E. 49 (Ohio Supreme Court, 1928)
Johnson v. Bradbury
272 F. 181 (D. Maine, 1921)

Cite This Page — Counsel Stack

Bluebook (online)
107 A. 291, 118 Me. 226, 1919 Me. LEXIS 54, Counsel Stack Legal Research, https://law.counselstack.com/opinion/johnson-v-palmer-me-1919.