Lumpkin v. Lumpkin

2 Balt. C. Rep. 509
CourtBaltimore City Circuit Court
DecidedDecember 23, 1907
StatusPublished

This text of 2 Balt. C. Rep. 509 (Lumpkin v. Lumpkin) is published on Counsel Stack Legal Research, covering Baltimore City Circuit Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lumpkin v. Lumpkin, 2 Balt. C. Rep. 509 (Md. Super. Ct. 1907).

Opinion

GORTER, J.-—

Robert G. Lumpkin, on the 22nd day of January, 1900, executed liis last will and testamenl. By the first clause thereof he gave to his wife absolutely liis dwelling No. 141G W. Lexington street, with the furniture therein, etc.; also during her natural life four-tenths of his estate, real and personal, including in said four-tenths at a capitalization of fire per cent., certain enumerated ground rents, aggregating an annual income of $2,868, and concludes the clause as follows: “And at my wife’s death, these ground rents are to be equally divided between my children, or (heir children, share and share alike to my children.”

By the second clause of his will he left to his son, Edward T. Lumpkin, one-tenth of his estate, “less whatever he shall owe me at the time of my death — and my gold walch and chain.”

By the third clause of his will he left to his son, John F. Lumpkin, one-tenth of his estate “less whatever he shall owe me at the time of my death, and $500 to be deducted from the interest that may have accrued on his notes due me.”

By the fourth clause of his will he left to his daughter, Emma V. Clark, one-tenih of his estate, “and his affection and love.”

By the fifth clause of his will he left his son, Robert G. L. Lumpkin, one-tenth of his estate, and “my bookcase in the dining room, with such books from my library as he and his mother may agree upon, less whatever he may be owing me.”

By the sixth clause of his will he left to his son, William W. Lumpkin, one-tenth of his estale, “less whatever he may be owing me, and such part of my wardrobe as may be useful to him.”

By the seventh clause of his will he gave one-twentieth of his estate in trust to his granddaughter, Sue W. Clark, until she attains twenty-one years, and also $1,000 out of the remaining one-twentieth.

By the eighth clause of his will he gave one-twentieth of his estate, less the $1,000, in trust for his son Edward’s children. After concluding- the subject matter of this clause, he adds the provision that has given rise to the question now to be considered. The words are as follows: “In ease of either of my children’s death without leaving lawful, issue, then I will and direct that their portion or inheritance in my estate shall ho equally divided between my wife and, my surviving children.”

[510]*510'Robert G. Lumpkin, the testator, died August 10th, 1905. His wife and his five children survived him. William W. Lumpkin, since the death of liis father, has died, leaving a widow surviving him, but no children or descendants. William’s widow claims that under the clause in question, the death of a child must have taken place prior to the death of the testator in order to give any effect to the clause, and that as her husband outlived his father, he became the owner absolutely of one-tenth of his father’s estate under the sixth clause of his will.

The other children and the widow' of the testator claim that if any of the children died at any time, whether before or after the testator’s death, without leaving issue, his or her interest under the father’s will would pass to the widow of the testator and the other children; that William had an absolute estate in the one-tenth of his father’s estate, defeasible upon his dying without issue, and as the contingency has happened, they are entitled to his estate.

I have been referred to a great many cases by the respective counsel, bearing upon both sides of this controversy, all of which I have endeavored to read carefully so as to deduce correct conclusions applicable to the case.

The case of Edwards, 15 Beavans Reports, p. 357, decided in 1852, seems to be the leading case upon this subject, at least one frequently referred to by later decisions, not always, however, with approval as to all the doctrines therein stated.

In that case the testator, by his will, made in 1840, devised and bequeathed his freehold and leasehold estates to his wife for life. He then made provision for his three children out of his property. He then provided : “If my dear wife shall remain my widow, then my said trustees, or the survivor of them, shall assign and transfer to each of my children their shares, immediately after her death, and as soon as they arrive to twenty-one years of age, and they, my three children, shall pay to their mother as above mentioned (meaning an annuity in case of marriage). Further my will and meaning is, that if one of my three children shall die, and leaving no children born in wedlock, his or her share shall be equally divided between the other two, and their heirs, forever; and if two of my children shall die, and leaving no children born in wedlock, their shares shall go to the surviving one and his or her heirs forever.”

The testator died in 1841 — his widow died in 1845, without having married. John, his eldest son, attained twenty-one in 1848, and he died without issue in 1850, having devised his estate to his wife for life, with remainder to his brother and sister. The brother and sister claimed the estate devised to their brother, John, by virtue of the conditions contained in their father’s will, and they filed this sioecial case against the widow of John Edwards, and a trustee.

The question was whether John Edwards did or did not, under the circumstances aforesaid, take a fee in the freehold and an absolute interest in the leasehold, devised and bequeathed to him, so as to be capable of devising and bequeathing the same. The Master of the Rolls said: “There are four classes of cases in which questions of this description arise.”

1st. A gift to A, and if he shall die, then to B.

2nd. A gift to A, and if he shall die without leaving a child, to B. After Life Estates.

3rd. A gift to one for life, and, after his decease, to A, and, if A shall die,then to B.

4th. A gift to one for life, and after his decease, to A, and, if A shall die without leaving a child, then to B.”

As to the first, as death is certain and not a contingency, the period referred to is -the death of the testator. And the bequest should be read somewhat to this effect: a bequest to A, but, if A shall die before the bequest becomes vested in him, then to B, and the consequence is that if A survive the testator he takes an absolute vested interest, and not a life estate in the remainder to B.

As to the second, there is a manifest distinction. There the event spoken of on which the legacy is to go over, is not a certain but a contingent event; it is not in the case of the death of A, but in the ease of his death without children, and here it would be importing a meaning, and adding words to the will, if it were to be con[511]*511strned to import, as a condition which was to entitle B to take, that the death of A without children must happen before some such particular period.

In these cases, therefore, it has always been held, that if at any time, whether before or after the death of the testator; A should die without leaving a child, the gift overtakes effect and the legacy vests in B. This is established in the case of Allen vs. Farthing, mentioned in 2 Haddock, 310, but reported only in 2 Jarmanon Wills, 688.

In the third class of cases, where a previous life estate is given, the rule which applies to the first class applies equally, though the application of it fixes a different time.

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Bluebook (online)
2 Balt. C. Rep. 509, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lumpkin-v-lumpkin-mdcirctctbalt-1907.