Merrill v. Winchester

113 A. 261, 120 Me. 203, 1921 Me. LEXIS 38
CourtSupreme Judicial Court of Maine
DecidedApril 9, 1921
StatusPublished
Cited by10 cases

This text of 113 A. 261 (Merrill v. Winchester) 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 v. Winchester, 113 A. 261, 120 Me. 203, 1921 Me. LEXIS 38 (Me. 1921).

Opinion

Cornisi-i, C. J.

Bill in equity brought to obtain the legal construction of the will of David D. Stewart, late of St. Albans, Maine. Mr. Stewart died December 31, 1917, the will was duly probated on February 19, 1918, and Edward N. Merrill was duly appointed executor. On May 18, 1918, the will was probated in Minnesota and letters testamentary were issued to Mr. Merrill in that State. He died on May 9, 1919, and John W. Manson was duly appointed as his successor, as nominated in the will.

The will is a lengthy document, containing twenty-six items, and of these eight are before the court for interpretation. Their construction will be aided by a recital of the general situation as deduced from the will itself, from the admitted allegations in the bill and from the evidence.

[207]*207David D. Stewart was a well known attorney at law and a man of very advanced years at the time of his death. He had made a former will on April 10, 1871, and a codicil thereto on December 10, 1887, but the subsequent death of his wife followed by that of his only brother Levi M. Stewart of Minneapolis, Minnesota, on May 3, 1910, had so changed the situation as to require a revocation of the former will and codicil aiid the making of this last will on May 22, 1911. The testator had no issue, his nearest of kin being his sister Elizabeth M. Winchester and her descendents, namely her son, John H. Winchester, eight grandchildren and eight great grandchildren, seventeen in all at the time the will was made.

His brother Levi had accumulated a large fortune in Minneapolis, of the appraised value of $1,849,055.24, all of which, with the exception of $28,924.24, was in real estate. By his last will Levi disposed of $495,000 in specific bequests to various persons and institutions and gave all the residue to David. In the item bestowing this residue, Levi expressed the desire and request that David after retaining so much as he might deem best should “dispose of the rest by gift before his death or by gift and bequest in his will by giving the same to such persons or institutions, public or private, as in his judgment will do the most good.” David promptly and faithfully fulfilled his brother’s request. He was one of the executors of his brother’s will and with his co-executor Charles Morse proceeded to sell portions of the real estate and with the proceeds paid the outstanding debts, inheritance and other taxes, the specific bequests, and expenses of administration. They settled their final account in Minnesota and closed that estate. The balance of the proceeds of the real estate sold by the executors, amounting approximately to $800,000 was paid over to David and the unsold real estate passed to him as sole residuary devisee.

While this settlement of Levi’s estate was in progress and only four months after the executors were first licensed by the Probate Court in Minnesota to sell the real estate, David made this will in question, and in furtherance of his brother’s wish he bequeathed under item 22 to various educational and charitable institutions amounts varying from $5,000 to $75,000 and aggregating $720,000 each to constitute an endowment to be known as the “Levi M. Stewart Fund.” Then with the proceeds of the sales of Levi’s Minnesota real estate David paid in his lifetime all the legacies to the various institutions pro[208]*208vided for in item 22 of his own will. But instead of making a codicil stating that fact he drew his pen through the several bequests so paid, thereby making a practical physical revocation which has been accepted by all parties in interest.

The balance of Levi’s estate was in David’s hands at his decease, together with the property which he had personally accumulated, mailing a total of $1,197,504.37 according to the' inventory of his estate, of which real estate in Maine amounted to $5,260, real estate in Minnesota $127,003, goods and chattels in Maine $4,514.30, rights and credits in Maine $477,466.04, and personal property in Minnesota $583,261.33.

With his property coming from these two sources, and with those who would naturally be the recipients of his bounty confined to his sister and her descendants, the testator penned his will. We will now consider in their order the paragraphs whose construction is requested.

“Item 3. To my sister Mrs. Elizabeth M. Winchester of Corinna, I give and bequeath six thousand dollars ($6000.00) and to each of her children, grandchildren and great grandchildren now living or hereafter born (17 now living) I give and bequeath the sum of three thousand dollars ($3000) each, to be paid within two years after this will is admitted to probate, to those then living, and to those born afterwards, within two years from the date of birth. To be paid out of any moneys, or collectible notes, or stocks or bonds belonging to my estate, as may be found most convenient by my executor or his successor in office, or out of the proceeds of the sales of real estate, if necessary.”

No question is raised as to the validity of the gift of $6,000 to the sister Mrs. Winchester. She having died during the lifetime of the testator, this legacy passed under R. S., Chap. 79, Sec. 10, to her lineal descendants of whom there were four branches, viz: one-fourth to her son John H. Winchester; one-fourth to Olive Winchester only child of Charles Winchester deceased son of Elizabeth; one-eighth to each Florence M. Hanson and Densmore Hilliker, children of Mary W. Hilliker deceased daughter of Elizabeth; and one-eighth each to John S. Thurston and Dora T. Quimby, children of Alice W. Thurston, another deceased daughter of Elizabeth. Nutter v. Vickery, 64 Maine, 490; Bray v. Pullen, 84 Maine, 185; Wilder v. Butler, 116 Maine, 389, 392.

[209]*209The important question under item 3 is as to how far into the future the testator intended that his gifts of $3,000 each should be projected. Did he purpose to bestow that sum upon all the children, grandchildren and great grandchildren of his sister who might be in esse at the time of his own decease or upon those who might be born at any time however remote? If the former, then the bequests are vested and valid; if the latter, then the gifts to such of the great grandchildren of Elizabeth Winchester as may be the unborn children of the unborn children of John II. Winchester are void as offending the Rule against Perpetuities. The words in item 3 which give color to the contention of invalidity are “hereafter” and “afterwards,” and if these words were used by the testator in their broadest possible sense without limit as to time, there is ground for such contention. But we are not to accept these words alone as fettering us to that construction and forbidding us to go beyond them. We must study the instrument as a whole and determine the sense in which they were used in the light of the context and the circumstances.

Our first duty then is to construe the will and ascertain Mr. Stewart’s actual and expressed intention in relation to those who should receive these $3,000 bequests, and in this ascertainment we need not discuss the Rule against Perpetuities. That rule neither aids nor seeks to aid in interpretation. On the contrary it defeats intention and obstructs the testator’s wish. We must therefore first construe the will and if when construed the rule must apply, then we are bound to apply it and follow the consequences. Strout v. Strout, 117 Maine, 357.

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Cite This Page — Counsel Stack

Bluebook (online)
113 A. 261, 120 Me. 203, 1921 Me. LEXIS 38, Counsel Stack Legal Research, https://law.counselstack.com/opinion/merrill-v-winchester-me-1921.