Merrill Trust Co. v. Perkins

53 A.2d 260, 142 Me. 363, 1947 Me. LEXIS 33
CourtSupreme Judicial Court of Maine
DecidedMay 16, 1947
StatusPublished
Cited by18 cases

This text of 53 A.2d 260 (Merrill Trust Co. v. Perkins) 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
Merrill Trust Co. v. Perkins, 53 A.2d 260, 142 Me. 363, 1947 Me. LEXIS 33 (Me. 1947).

Opinion

Thaxter, J.

This bill in equity, before us on report, was brought for the construction of the will of Charles D. Bryant late of Bangor who died January 3, 1900 at the age of eighty-seven. He left as his only heir at law a granddaughter, Ada Stewart, whose name was legally changed to Ada Bryant. The mother had died in 1873 when the daughter was born; and the child was brought up by the grandfather, the testator, with whose will we are here concerned.

. The will of Mr. Bryant was executed three years before his death. He gave under it his homestead together with the furnishings therein to his granddaughter and $5,000 in cash. There were certain other bequests, one to an employee, and small bequests to certain nieces and nephews. Under the fourth clause the residue was left in trust to pay the net annual income to the granddaughter, Ada Bryant, as long as she should live. Then the will provided as follows:

“If the said Ada Bryant should die, leaving issue of her body, then upon her, death the entire trust property remaining in the hands of the Trustee under this Will to be paid, transferred, conveyed and delivered to such issue, discharged of the trust.
If the said Ada Bryant should die, leaving no issue of her body, then the entire property constituting said trust estate, real and personaly, to be conveyed, transferred and assigned to those persons to whom it would be distributed and to whom it would pass by descent under the statutes [367]*367of the State of Maine regulating the descent and distribution of intestate estates.
Provided, however, that if my said granddaughter, Ada Bryant, should have no children of her own, and should choose to legally adopt a child or children, she shall have the right by will to dispose of an amount not exceeding Ten Thousand Dollars ($10,000) to each child so adopted, and the residuum of my estate for final distribution under the statutes of the State of Maine as aforesaid, would be reduced to that extent.”

Ada Bryant married William C. Peters, one of the claimants herein, in 1906. She died December 19, 1945 testate, leaving no issue and no adopted children. This bill was brought by the successor trustee to determine the proper disposition of the balance of the trust which on February 26, 1946, when the twenty-third account was filed, amounted to $236,518.87.

William C. Peters, who was the husband of Ada Bryant Peters, claims that she, as the testator’s sole heir, took a vested remainder in this trust, which was a part of her estate and was disposed of by her will. This claim is denied by all the others who have filed briefs, who contend that the will shows an intention on the part of the testator to exclude her from sharing in the remainder as an heir. They are not in agreement, however, among themselves as to whether this remainder was vested or contingent, in other words as to whether the heirs who would take it are to be determined as of the date of death of the testator or as of the date of death of the beneficiary, Ada Bryant Peters.

The problem in construing a will is to determine a testator’s intent. That takes precedence over all else. This, as was said in Bradbury v. Jackson, 97 Me., 449, 455, 54 A., 1068, 1070, is the “ ‘pole star’ ... of testamentary construction.” There is no dispute among the authorities as to this rule. In England Lord Justice Lindley in In Re Morgan (1893), 3 Ch., 222, 228, [368]*368said: “Of course there are principles of law which are to be applied to .all wills; but if you once get at a man’s intention, and there is no law to prevent you from giving it effect, effect ought to be given to it.” For a discussion of the same question, see Abbott v. Danforth, 135 Me., 172, 192 A., 544; Rogers v. Walton, 141 Me., 91, 39 A., 2d, 409.

What was the testator’s intent with respect to the provision that he made for his granddaughter under the fourth clause of his will?

In the very first clause of his will he called attention to the fact that his granddaughter “would now be my sole heir if this Will were not made.” And it may well be argued from this statement that he was expressing a purpose not to give her the rights of an heir at law. This purpose is even more apparent from other provisions of the will. He set up a trust for her in which her only interest was to receive the net annual income, the entire trust property on her death was to go to her children, his own direct descendants, and if there were no such children, to his heirs. If she should adopt children she was given the right to give to each such child by will “an amount not exceeding Ten Thousand Dollars ($10,000).” Was not that limited power of disposal utterly inconsistent with the claim now made by her husband that she had an unlimited power to dispose of this trust property as she might wish? Does not the will of Mr. Bryant show a clear purpose to dispose of his estate among his own blood, first the income to his granddaughter, the corpus to her children, if there should be any, or if not to his own blood relatives? To this end did he not deny to her control over his property so that she could not dispose of it as she might wish in case she should die without issue? To concede that she had such right would in our opinion be contrary to his intent as disclosed by his will. The facts in this case are similar to those in Abbott v. Danforth, supra, in which it was held that the life tenant was excluded as an heir.

Was the remainder contingent or vested?

[369]*369If a remainder is vested there is an estate in praesenti, a present fixed property right though to be possessed and enjoyed in the future. A vested remainder was, even at common law, an estate which was descendible, devisable, and alienable. Belding v. Coward, 125 Me., 305, 133A., 689; 33 Am. Jur., 614.

A test of a contingent remainder is that it is so limited as to depend on some event which is uncertain to happen or on a condition which may not be performed, or on an event or a condition which may not happen or be performed until after the termination of the particular estate on which the remainder depends. Giddings v. Gillingham, 108 Me., 512, 81 A., 951; 33 Am. Jur., 529. Contingent remainders were at common law inalienable and could not be devised. Schapiro v. Howard, 113 Md., 360, 78 A., 58, 140 Am. St. Rep., 414. For a discussion of this subject and the changes which have been made by statute, see 23 Am. Jur., 614, et seq. See also Rev. Stat. 1944, Ch. 154, Sec. 3. The provisions of our own statute have no application here.

A review of other cases with facts very similar to those before us shows clearly, that the remainder with which we are here dealing is contingent.

In the old English case of Loddington v. Kime, 1 Salk., 224, a testator devised land to A for life, and if he have issue male, then to such issue male and his heirs forever; and if he die without issue male, then to B and his heirs forever. It was held that the remainders to both the issue of A and of B were contingent.

In Goodright v. Dunham (1779), 1 Doug., 264, there was a devise to J. L.

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Bluebook (online)
53 A.2d 260, 142 Me. 363, 1947 Me. LEXIS 33, Counsel Stack Legal Research, https://law.counselstack.com/opinion/merrill-trust-co-v-perkins-me-1947.