O'REILLY v. Jackson

269 S.W.2d 631
CourtSupreme Court of Missouri
DecidedJune 14, 1954
Docket43293
StatusPublished
Cited by10 cases

This text of 269 S.W.2d 631 (O'REILLY v. Jackson) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
O'REILLY v. Jackson, 269 S.W.2d 631 (Mo. 1954).

Opinion

VAN OSDOL, Commissioner.

This is an’ appeal from a judgment in an action instituted by the testamentary trustees under the will of Edward Martin, deceased, for the construction of the will, particularly the phrase “per stirpes” as used by testator in the clause (paragraph 3 of Item Sixth) relating to the distribution of the corpus of the testamentary tru'st estate.

At the time of trial the property composing the corpus of the trust was estimated to be of the value of approximately $750,000. A decision resolving the adversary contentions of appellants and respondents, distributees, under paragraph 3 of Item Sixth of testator’s will, will affect the distribution to several distributees- in amounts much in excess of $7500, exclusive of costs. This court has appellate jurisdiction of the case on the ground of the “amount in dispute.” Const. Art. V, § 3, V.A.M.S.

Testator was born in Ireland, probably in 1830. As a young man he came to America and finally settled in St. Louis, where in time he became a prosperous businessman, and the owner of downtown St. Louis real estate of substantial value.

Testator executed his will on October 5, 1896, about ten weeks before his death, December 12, 1896.

By Items First and Second of his will, testator made dispositions without significance in an interpretation of the will.

By Item Third, testator gave the residue of his estate to his wife Kate, and to his seven children, Joseph E., Mary Agnes, Claude B., Edward, Annie, John P., and William J., in trust, however.

In Item Fourth testator directed the trustees as to the manner in which they were to organize and proceed, and as to their duties in the management of the trust estate. In this item testator also directed that, as soon as practicable, his trustees were to pay his debts other than those secured by deeds of trust on described real estate.

In Item Fifth the trustees were directed to collect all rentals on his improved real estate, and all other income of his estate (except that his residence and described personalty, such as she might select, were to be given over to his wife Kate, for life, free of any charge on any account for rent, taxes, insurance, repairs, or the like). And out of the net income of the trust estate the trustees were directed to pay his wife $3,000 per year during her life or widowhood, which provision for her and the devise and bequest to her of the residence and personalty above mentioned were to be in lieu of dower. Testator further directed that each of “my said children” should be paid the sum of $1,200 per year, and provided that the rest of the annual income should be applied as rapidly as possible to the reduction and final payment of debts secured by deeds of trust on any of his real estate. It was also directed that when the secured debts were liquidated his trustees were to distribute the net annual income (after deducting the annual provision for his wife during life) to each of his children then living, “an equal share” during their respective lives, and, should “any of my said children be then dead, leaving lawful child or children, or issue,.then said child or children or issue, *633 shall receive the share which would have been paid to the parent, if living.” Item Fifth also contained the provision that the respective life interests given to his children were to be free of claims of creditors, and his children were to be without power as individual beneficiaries to sell, assign, pledge, or in any manner anticipate income previous to its receipt by them respectively. The testator also referred to advancements which had been made to four of his children, and “as I wish to equalize the shares of all of my children as nearly as practicable” it was directed that interest at three-fourths of one per cent, quarterly, on such advancements or any advancements testator might thereafter make should be deducted from the income to be received, and the sum of such deductions was to be added in equal portions to the respective shares of all of his children.

By paragraph 1 of Item Sixth testator directed—

“On the death of any of my said children, without lawful children or their descendants, surviving, the share of the deceased in said income shall go to the surviving brothers and sisters, or their descendants, in equal shares, per stirpes.’’

And by paragraph 3 of Item Sixth testator directed—

“When the last of my said children shall have died, the Trust Estate shall cease, and the whole thereof, of whatever it shall consist, shall vest in full ownership free from said Trust, in the descendants of my said children, in equal shares, per stirpes, and in default of such descendants, in my right heirs.”

In Item Ninth testator said that should any of his said children or their descendants bring an action to set aside or annul his will, the provision in the will made for such child or descendants should be null and void, and the share or shares of the child or children instituting the action should immediately vest in the remaining children or their descendants accepting the will.

In Item Eleventh testator appointed his wife and one of his sons as executors of his. will, and requested .that they should not be required to give bond as such.

When testator died in 1896' he was survived by the widow and the -seven children named in the will. Only the three oldest children, Claude B., Joseph E., and Mary Agnes had then married. These three children then had, respectively, three, four and six children. (One of these thirteen grandchildren was born on the day of, or on the day before, or on the day after testator’s death.) Testator’s widow Kate, and six of his children, namely, Claude B., Edward, John P., William -J., Joseph E., and Annie died after the death of testator and prior to the institution of this action, so that testator’s daughter, Mary Agnes, was the sole surviving child of testator when the action was instituted, and at the time of trial. [Mary Agnes had married Robert J. O’Reilly. She, as Agnes' M. O’Reilly, was originally a plaintiff-respondent in the instant action, being one of the trustees under the will." Ahd she, a beneficiary under the will, was also joined as a' party defendant. While this case was under submission in this court, the death of plaintiff-defendant-respondent Agnes M. O’Reilly, the last of testator’s “said children,” was suggested. Therefore, the corpus of the trust estate amounting, as stated, to approximately $750,000 at the time of trial, is now ready for distribution. (See again paragraph 3 of Item Sixth).] Testator’s son Edward had married after testator’s death. Three of testator’s children, William J., John P., and Annie died without descendants surviving them.

In appellants’ brief it is said (and we shall assume) there are presently living grandchildren of testator, and deceased grandchildren (who are represented by descendants), totaling twenty-one, all descendants of four deceased children of testator as follows, Joseph E., seven; Mary Agnes, eight; Claude B., four; and Edward, two.

The trial court in its decree directed that “the,entire principal of such trust shall be *634

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Bluebook (online)
269 S.W.2d 631, Counsel Stack Legal Research, https://law.counselstack.com/opinion/oreilly-v-jackson-mo-1954.