Peters McLean, Etc. v. Vannattas.

41 Haw. 249
CourtHawaii Supreme Court
DecidedNovember 15, 1955
DocketNOS. 2993, 2994.
StatusPublished
Cited by4 cases

This text of 41 Haw. 249 (Peters McLean, Etc. v. Vannattas.) is published on Counsel Stack Legal Research, covering Hawaii Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Peters McLean, Etc. v. Vannattas., 41 Haw. 249 (haw 1955).

Opinion

*253 OPINION OF THE COURT BY

STAINBACK, J.

This case was initiated by the trustees under the will and of the estate of Charles Notley who filed a bill for instructions ashing six questions which raised two issues of law: (1) Has the trust estate created by the will of Charles Notley terminated? and (2) If the trust is terminated, to whom and in what shares should distribution be made?

The facts in this case are as set forth in the opinion of this court in Trustees Notley Est. v. Vannatta et als., 40 Haw. 287, where upon an interlocutory appeal this court held that the trust had terminated upon the death of the testator’s niece, Emma Mullinger Danford, on March 18, 1952.

The question now before this court is how the distribution of the corpus should be made.

The provision of the will involved in this bill for in *254 structions is article sixth. After making various bequests of money and personal property, the testator conveyed all the rest, residue and remainder of his estate to trustees, in trust, to pay the income and distribute the corpus in the following manner:

A. “One-sixth thereof to my wife Mary K. Notley during the term of her natural life, such payment to be in lieu of her dower right in my estate, and from and after the death of my said wife, the said one-sixth share or part of said income shall be divided among the surviving devisees named in this my will in the shares and proportions hereinafter set forth and limited to each of them.

B. “One-sixth thereof to my son William during the term of his natural life, and from and after the death of my said son William, then to Melisa, the wife of said William, during the term of her natural life; and from and after the death of the said Melisa, the said one-sixth share or part of said income shall be divided among the surviving devisees share and share alike.

C. “One-sixth thereof unto the children of my son Charles Notley Jr. named, John, Victoria Maria, Lilly and William, share and share alike. And I hereby direct my said Trustees not to pay any of said share of the said income unto any of the above named children of my said son Charles Notley, Jr. until such time as each of them, being males, shall arrive at the age of Twenty-one years, and being females, shall arrive at the age of Eighteen ■years; and that in the meantime and until the happening of such event as to each of said children, I direct my said Trustees to keep said one-sixth share of said income invested in such securities as they or their successors may think proper, and the income, rents, issues or profits thereof shall be divided equally among said children upon the arrival of them at the age of Twenty-one and Eighteen years respectively as hereinbefore limited. And in the *255 event of the death of any of said children before the arriving at the ages aforesaid, or in the event of their death after the arrival at the ages aforesaid, the heirs of such children shall take the share of the child so dying.

D. “One-sixth thereof unto my daughter Maria, the wife of Thomas Hughes, during the term of her natural life, free from all control or liability of the marital rights of any husband.

E. “One-sixth thereof to my son David Fyfe Notley during the term of his natural life, and

F. “One-sixth thereof to my niece Emma Danford, nee Mullinger, during the term of her natural life free from all control or liability of the marital rights of any husband.

G-. “And from and after the death of all of my said children and my said niece Emma Danford, nee Mullinger, I hereby direct my said Trustees or their successors to convey all of my estate among the heirs-at-law of my said children William, Maria, David Fyfe, and my said niece Emma Danford, nee Mullinger, and the children of my said son Charles Notley, Jr., namely: — John, Victoria Maria, Lilly and William, share and share alike.

H. “And I direct, that until the death of all the legatees last named, the income accruing from said trust estate, shall, until such event happen, be paid among the heirs at law of all such as may have died before the death of the survivor of said last named legatees.”

The widow elected to take her dower so that the provision of paragraph A of article sixth providing that “from and after the death of my said wife, the said one-sixth share or part of said income shall be divided among the surviving devisees named in this my will in the shares and proportions hereinafter set forth and limited to each of them” was accelerated and became effective, so that the income from the trust estate was then payable in five equal *256 parts, namely, to Ills children (William, Maria and David Fyfe Notley), to his niece (Emma Mullinger Danford), and to John, Victoria Maria, Lilly and William Notley (children of his son, Charles Notley, Jr.).

As stated by the court below, the will clearly shows that the primary objects of the testator’s bounty were his wife, his children — except Charles, Jr., —- his niece, and the four named grandchildren (children of his son, Charles, Jr.). The reason the testator did not include his son Charles, Jr., in his will is stated both in the opinion heretofore filed in this court (Trustees Notley Est. v. Vannatta, et als., 40 Haw. 287) and In the Matter of the Will of Charles Notley, Deceased, 15 Haw. 435, 437, and need not be repeated here.

As showing the primary objects of testator’s bounty, the testator provided by the language of article sixth that the income from his estate (except the share of William) should be paid in equal shares to the above beneficiaries and their heirs throughout the life of the trust; note the provision that if one of the members of this class should die prior to the termination of the trust, “the income accruing from said trust estate, shall, until such event happen, be paid among the heirs at law of all such as may have died before the death of the survivor of said last named legatees.” (Paragraph H of article sixth.)

As to William’s share of the income, in case of his death the income was to go to Melisa, the wife of William, during the term of her natural life, “and from and after the death of the said Melisa, the said one-sixth share or part of said income shail be divided among the surviving devisees share and share alike.”

The chancellor below held that the words “heirs-at-law” as used in paragraph G of article sixth meant “children” and not legal heirs. The chancellor also held that since William, the testator’s son, died without children, the *257 share which would have gone to his “heirs-at-law” (children) lapsed and was distributable to the ten grandchildren of the testator and the three children of Emma Danford, his niece; further, that the distribution should be made per capita among these thirteen, and in case any of the thirteen had deceased prior to the time of distribution, the share of such taker should be distributed to his or her issue per stirpes.

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Related

In Re the Trust Estate Created Under Deed of Trust by Lopez
636 P.2d 731 (Hawaii Supreme Court, 1981)
Matter of Trust Estate of Kanoa
393 P.2d 753 (Hawaii Supreme Court, 1964)

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Bluebook (online)
41 Haw. 249, Counsel Stack Legal Research, https://law.counselstack.com/opinion/peters-mclean-etc-v-vannattas-haw-1955.