Peters v. Vannatta

40 Haw. 287
CourtHawaii Supreme Court
DecidedJuly 29, 1953
DocketNO. 2938
StatusPublished

This text of 40 Haw. 287 (Peters v. Vannatta) 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 v. Vannatta, 40 Haw. 287 (haw 1953).

Opinion

OPINION OF THE COURT BY

STAINBACK, J.

The petitioners, trustees under the will and of the estate of Charles Notley, deceased, filed a bill for instructions in the court below praying that they be instructed by the court whether the trust created by the will of Charles Notley, deceased, has terminated and, if so, to whom and in what proportion the trust property should be distributed. Pursuant to stipulation, the first question was briefed and argued before the court below and from the decision of the chancellor that the trust terminated upon the death of the testator’s niece, Emma Danford, this interlocutory appeal is taken.

The testator, Charles Notley, a resident of the island of Hawaii, died on May 2, 1902, leaving a will which was duly admitted to probate in the fourth judicial circuit on September 19, 1902.

The testator was survived by his wife, Mary K. Notley, [291]*291by four children, namely, William Notley, Charles Notley, Jr., Maria Notley and David Eyfe Notley; Emma Danford, nee Mullinger, a niece of the testator, named in the will also survived the testator.

After bequests of various amounts of money and personal property the testator conveyed the residue of his estate to two trustees, in trust to pay the income therefrom, in equal shares, to his wife, his three children, namely, William, Maria and David Eyfe Notley, his niece Emma Danford, and the children of his remaining son Charles, namely, John K. Notley, Victoria Maria Notley, Lilly Notley and William Notley, the four children of Charles, Jr., taking one sixth of the income while each of the other named children and Emma Danford each took one sixth.

The sixth article of the will provides as follows:

“Sixth. All the rest, residue and remainder of my estate, real personal or mixed, and wherever situate, I give, devise and bequeath unto the said Thomas Rain Walker and Anthony Lidgate, in trust nevertheless for the uses and purposes herein set forth, that is to say: to pay the rents, issues and profits arising from and out of my said estate in manner following:

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 [292]*292and 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 until 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 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, [293]*293I 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 Eyfe, 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 reason the testator did not include his son Charles in his will is stated by our own supreme court in the case involving the construction of the will under consideration entitled In the Matter of the Will of Charles Notley, Deceased, 15 Hawaii 435, 457, as follows: “As to Charles, he himself repeatedly indicated sufficient reasons for leaving him out. These were stated by him not only to Mr. Lydgate and Mr. Brown but to his children, William, David and Maria, and to Mr. Andrade. He felt that Charles had disgraced his name by defaulting when employed in the customs house at Hilo, and he had to pay $7000 to clear him. He said that he resigned from the constitutional convention or the Legislature because of the disgrace brought on his name. He blamed Charles for the trouble between himself and his wife. He blamed him for squandering his money. He called him a rascal to Mr. Andrade. He had, as shown above, had difficulties with him at home.”

The testator was survived by all the income beneficiaries named in clauses A to E inclusive, namely, his widow, his children (William Notley, Maria Notley Hughes and David Eyfe Notley), William Notley’s wife (Melisa Notley), his niece (Emma Mullinger Danford), [294]*294and the four children of the testator’s son Charles Notley, Jr. (namely, John Notley, Victoria Maria Notley, Lilly Notley and William Notley.) All of the testator’s children, his widow, and Melisa (wife of his son William Notley) predeceased his niece (Emma Mullinger Danford) who died on March 18, 1952. All of the children except William Notley died leaving children: Charles Notley, Jr.’s two sons (John and William) predeceased Emma Danford, each leaving children now living; Charles Notley, Jr.’s two daughters (Victoria Maria and Lilly) are still living.

The chancellor decided that the trust terminated upon the death of Emma Danford.

The single question now before the court then is whether by the terms of Charles Notley’s will the trust terminated upon the death of the testator’s niece or whether the termination must abide the death of the survivor of Victoria Maria Notley Vannatta and Lilly Notley Riess, the present living children of Charles Notley, Jr.

This question seems to depend upon which of two clauses, G or H, determines the termination of the trust.

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Related

Smith T. v. Bell
31 U.S. 68 (Supreme Court, 1832)
Kinney v. Robinson
30 Haw. 246 (Hawaii Supreme Court, 1927)
Robinson v. Aheong
13 Haw. 196 (Hawaii Supreme Court, 1900)
In re the Will of Notley
15 Haw. 435 (Hawaii Supreme Court, 1904)
Lidgate v. Danford
23 Haw. 317 (Hawaii Supreme Court, 1916)

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Bluebook (online)
40 Haw. 287, Counsel Stack Legal Research, https://law.counselstack.com/opinion/peters-v-vannatta-haw-1953.