Loring v. Marsh

15 F. Cas. 905, 2 Cliff. 469
CourtU.S. Circuit Court for the District of Massachusetts
DecidedOctober 15, 1865
StatusPublished
Cited by4 cases

This text of 15 F. Cas. 905 (Loring v. Marsh) is published on Counsel Stack Legal Research, covering U.S. Circuit Court for the District of Massachusetts primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Loring v. Marsh, 15 F. Cas. 905, 2 Cliff. 469 (circtdma 1865).

Opinion

CLIFFORD. Circuit Justice.

Obviously the first question involved is the construction of the statute of wills, and therefore is a question of local law. The universal rale is, in eases depending on the statute of a state, and more especially in those respecting the titles to lands, that the federal courts adopt the construction of the state tribunals when [910]*910that construction is settled or can be ascertained. Where the construction is settled by the state court, the rule is, that the federal courts will follow that construction; but when the question has not been decided by the state court, then the duty of ascertaining the true construction in the particular case is necessarily devolved upon the tribunal where the case is pending. The language of the provision under consideration is as follows: "When a testator omits to provide in his will for any of his children, or for the issue of a deceased child, they shall take the same share of his estate, both real and personal, that they would have been entitled to il he had died intestate, unless they shall have been provided for by the testator in his lifetime, or unless it appears that such omission was intentional, and not occasioned by accident or mistake.” Gen. St. Mass. 1SG0, c. 92, p. 478, § 2ó. The same provision, and substantially in. the same words, is contained in the statutes of the state, called the “Revised Statutes,” passed twenty-four years earlier. Indeed the substance of the provision as held by the courts, may be traced'back to colonial times. The colonial statute of 12 Wm. III.,passed in the year 1700, provided in its second section that any child or children, not having a legacy given them in the will of their father or mother, shall have a proportion of the estate of their parents given and set out unto them as the law directs for the distribution of the estates of intestates, provided such child or children have not had an equal proportion of his estate bestowed on them by the father in his lifetime. The preamble of the section refers specially to the fact also that many children are born after the making of the will, showing conclusively that after-born children, as well as those omitted in the will who were in being at its date, were intended to be included. Doubts, however, arose whether it included grandchildren, but the legislature, on the 18th of May, 1718, passed a resolve declaring the affirmative of the proposition, and such, ever after, was the received construction. Ancient Charters, c. 7, p. 351, § 2. The phraseology of the provision was somewhat changed in the act of the 6th of February, 1784, and the preamble was entirely left out. 1 Laws Mass. 1800, p. 111. By the eighth section of that act it is provided that any child or children, or their .legal representatives, in case of their death, not having a legacy given him, her, or them in the will of their father or mother, shall have a proportion of the estate of their parents assigned unto him. her, or them, as though such parent had died intestate, provided such child, children, or grandchildren have not had an equal proportion of the deceased’s estate bestowed on him, her, or them in the deceased's lifetime. The earliest decision of the courts of the state upon the subject is that of Wild v. Brewer, decided in 1797. and reported in the supplement of 2 Mass. 571. The testator in that ease devised the income and improvement of his real estate to his wife, during her natural life, and then directed that, at her decease, the same should be divided among his grandchildren, describing them by their respective names, and as “children of my daughter Sarah,” giving the estate to them “in equal parts or portions forever, for them to improve and dispose of as they may see fit,” but he made no provision for his daughter, the mother of the devisees. She, with her husband, petitioned for partition of the estate, claiming a distributive share as heir atlaw.andthe case was submitted to thecourt, upon an agreed statement of facts. Held, that she was not entitled to a portion of the estate as though the testator had died intestate. The'next ease is that of Terry v. Foster, 1 Mass. 146, decided in 1804, and is the first case upon the subject reported in the regular series of reports. The appellants in that case were the grandchildren of the testator; and the report of the case shows that their mother, the daughter of the testator, deceased before the date of the will. The material provision of the will was: “I give to my daughter Mary Russell, five dollars, and to my daughter Bushop. five dollars; to my grandchildren of my daughter Terry, deceased, to be paid to them when the youngest of them comes of age.” Doubts were entertained by all the judges, whether any legacy was actually given to the appellants, but they all held that the act of the 6th of February, 1784, did not repeal the colonial statute, and that any child or grandchild being noticed or mentioned in a will showed that he was not forgotten; that the statutes taken together ás in pari materia, extended only to cases of entire omission; that it was not necessary that the child or grandchild should have a legacy to exclude them, but that it was sufficient if it appeared by the will that the testator had not overlooked the claimant. Three years later the case of Church v. Crocker, 3 Mass. 17, was presented for decision. The report of the case shows that the testatrix in that case, gave one-fifth part of the residue of her estate to her six grandchildren, the children of her son Edward, but no legacy was given to Edward himself. The argument for the plaintiff was, that inasmuch as no legacy was given him in the will, he was undeniably entitled to a distributive share in the estate; but the court held otherwise, after the fullest consideration. Public policy, say the court, requires that the right of testamentary disposition in parents respecting their children, should be exercised at their discretion; and they held that the intention of the eighth section was. not to limit this discretion as distinctly conferred by the first section of the act, but to provide for a child or grandchild when this discretion from accident or some other cause had not been exercised. The conclusion was, that when a child is named in his parent’s will, although he has no legacy given him, [911]*911he is not entitled to a distributive shave of the estate, because that fact shows that the child was in the mind of the testator at the time the will was prepared, and consequently that it cannot be held that he was omitted by accident or mistake. The last case under that statute is that of Wilder v. Goss, 14 Mass. 357, which has an important bearing upon the question under consideration. It is shown by the statement of the case that the daughter of the testator died before the testator, and before he made his will, leaving seven children who survived their grandfather. The wife of the appellant claimed a distributive share in the estate, as heir at law, because she had no legacy given her in the will, and was not named in the same. 'The name of the mother of the claimant was Rebecca Thurston. Among other things, the testator stated in the will that having before that time conveyed to his son-in-law, John Thurston, the principal part of his real estate, he should make no further devise to him, but gave a legacy to Thomas Thurston, brother of the claimant, and then the residue •of his estate to his other three daughters, who were living. The facts show that the •claimant was an heir at law to the estate of the testator when the will was made, and that she neither had any legaey given her nor was she named in the will.

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Bluebook (online)
15 F. Cas. 905, 2 Cliff. 469, Counsel Stack Legal Research, https://law.counselstack.com/opinion/loring-v-marsh-circtdma-1865.