Jones v. Jones

24 N.E.2d 669, 304 Mass. 653, 1939 Mass. LEXIS 1154
CourtMassachusetts Supreme Judicial Court
DecidedDecember 29, 1939
StatusPublished
Cited by1 cases

This text of 24 N.E.2d 669 (Jones v. Jones) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jones v. Jones, 24 N.E.2d 669, 304 Mass. 653, 1939 Mass. LEXIS 1154 (Mass. 1939).

Opinion

Field, C.J.

Everett Jones, late of Brookline, died testate April 25, 1919, leaving a widow, Janet H. Jones, and two children, Bradford Jones, born March 26, 1904, and Margery Jones, born December 7, 1912. By the eighth paragraph of his will he gave the residue of his estate to trustees “to hold the same in trust and dispose of as follows: It is my will that my said trustees shall keep my estate well invested, and pay the income in quarterly payments and in equal shares to my wife and two children, and should my wife marry at any time after my decease, it is my will that two thirds of her share of said income shall be divided equally between my two children aforesaid, and it is my will that each of my two children shall be paid five thousand dollars out of the principal in the hands of my said trustees when they arrive at the age of twenty-five years, and when said two children arrive at the age of thirty-five years, then two thirds of my estate if my wife is living unmarried, and five sixths if she should marry, shall be divided equally between said two children, and at the decease of my said wife all that remains in my trustees hands if said children have arrived at the age of thirty-five years, shall be divided equally between said two children.” And by the tenth clause of his will the testator provided that “All payments both principal and income made under the provisions of this will shall be made directly to the several beneficiaries named on his or her personal receipt only or applied to his or her benefit without power of anticipation or assignment and without liability for his or her debts or obligations.”

In Flye v. Jones, 283 Mass. 136, the trustees of the residuary estate of the testator were instructed as to their duties with respect to the payment of income of the trust. See [655]*655also Jones v. Jones, 297 Mass. 198; Blakemore v. Jones, 303 Mass. 557.

Bradford Jones, who became thirty-five years old on March 26, 1939, brought this petition on April 27, 1938, in the Probate Court, against Janet H. Jones, Margery Jones and the trustee of the trust, praying that “the trustees be instructed by the court and a decree be entered to the effect that: — By the terms of the will of Everett Jones, one-half of two-thirds of the principal of said trust fund shall be paid to Bradford Jones upon reaching the age of thirty-five years,” and for other relief. By amendment to the petition Arthur W. Blakemore, now the sole trustee, was substituted as respondent for the previous trustee. Each of the respondents filed an answer, the respondent trustee stating that he “joins the petitioner in asking the direction of the court as to his duty in the premises,” and the other respondents praying that the petition be dismissed.

A decree was entered in the Probate Court reciting that it “appearing that the petition was prematurely commenced; after hearing and consideration, the court doth order and decree that said petition be dismissed without prejudice to the petitioner to commence a new petition at a future and appropriate time.” The petitioner appealed to this court.

Obviously the petition is not in any true sense a petition for instructions. It is in substance a petition in equity to compel the trustee to distribute a part — one half of two thirds — of the trust fund to the petitioner. Since we think the contention of the petitioner that, having arrived at the age of thirty-five, he is now entitled to be paid this part of the trust fund is without merit we do not pause to consider whether for any other reason the petition cannot be maintained.

The natural meaning of the language of the eighth paragraph of the will that “when said two children arrive at the age of thirty-five years, then two thirds of my estate if my wife is living unmarried, and five sixths if she should marry, shall be divided equally between said two children,” [656]*656is that the division thereby directed shall not be made until both children of the testator, Bradford and Margery, have arrived at the age of thirty-five years. Minute analysis of this language and its context can hardly make its meaning more clear, yet such analysis points conclusively to this interpretation. The provision that two thirds (or five sixths) of the trust estate shall be “divided” contemplates one act occurring at one time, and not two acts occurring at different times. This is the necessary implication of the word “divided” as it is here used. Such being the case the time at which the one act of division is to occur necessarily must be postponed until Margery, the younger child, shall have arrived at the age of thirty-five. It is “then” that the division is to be made, that is, “when said two children arrive at the age of thirty-five years.” Margery cannot receive her part of the property in question until she arrives at that age, and until she can do so the property cannot be “divided” between her brother and herself. There is no provision for payment to the children except such as is implied from the direction that the property be “divided.” The division directed by the will, however, imports both separation of the estate into' parts and payments of these parts to the persons entitled thereto respectively. But a payment to Bradford of one half of the property in question, leaving the other half thereof in the trust, would not be the division “between said two children” that the will directs. On the contrary, such a division would be a division between Bradford on the one hand and the trust on the other — a division that the will does not authorize. Moreover, such treatment of the property in question would not, with any degree of certainty, result in dividing it “equally” between the two children. It is not to be supposed that the testator was not aware of this fact. Substantial fluctuations in value might occur during the more than eight years which must elapse between the time when Bradford arrived at the age of thirty-five years and the time when Margery arrived at that age. And a divergence from equality of division would result if Mrs. Jones should marry after Bradford arrived at the [657]*657age of thirty-five years, but before Margery arrived at that age. If equality was to be attained, yet a division made when Bradford arrived at. the age of thirty-five years, a division at that time could be only tentative, subject to correction when Margery arrived at the age of thirty-five years. But there is no indication in the will of any intention on the part of the testator that the division once made should not be final as to the property to be divided before the death of Mrs. Jones.

The interpretation above made is supported by the language of the provision for division of the property remaining in the trust after the death of Mrs. Jones, namely, “at the decease of my said wife all that remains in my trustees hands if said children have arrived at the age of thirty-five years, shall be divided equally between said two children.” The condition precedent to this division clearly is that both children shall have arrived at the designated age. Yet the controlling language —■ “if said children have arrived at the age of thirty-five years” — is the same as in the other provision for division — “when said two children arrive at the age of thirty-five years” — except for a change of “when” to “if,” the omission of the word “two” and a change" in the tense of the verb, none of which changes indicates a different meaning with respect to the point now under consideration. Moreover, the property to be divided after the death of Mrs. Jones is “all that remains in . . .

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Cite This Page — Counsel Stack

Bluebook (online)
24 N.E.2d 669, 304 Mass. 653, 1939 Mass. LEXIS 1154, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jones-v-jones-mass-1939.