Reeves v. American Security & Trust Co.

115 F.2d 145, 72 App. D.C. 403, 1940 U.S. App. LEXIS 2823
CourtCourt of Appeals for the D.C. Circuit
DecidedAugust 5, 1940
DocketNo. 7500
StatusPublished
Cited by4 cases

This text of 115 F.2d 145 (Reeves v. American Security & Trust Co.) is published on Counsel Stack Legal Research, covering Court of Appeals for the D.C. Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Reeves v. American Security & Trust Co., 115 F.2d 145, 72 App. D.C. 403, 1940 U.S. App. LEXIS 2823 (D.C. Cir. 1940).

Opinion

RUTLEDGE, Associate Justice.

The appeal is from a decision of the District Court construing the will of Johnson Hellen, deceased, holding that the proceeds of the sale of certain real property should be distributed to the heirs of the residuary legatees. The heirs of Frank Hellen, testator’s son, appeal, contending that the will gave their ancestor a vested remainder in the property which has never been divested.

The testator died January 21, 1867, leaving seven sons and one daughter. His will, which was in his own handwriting, disposed of his property substantially as follows: (1) All his improved and productive realty, except the home place, the proceeds from sale of unimproved realty, and his stocks, bonds and notes were devised in trust to pay specified annuities to his widow, all of his sons except Walter, and two other persons. (2) Subject to the trust, his realty in Washington, D. C.¡ was devised in specific life [146]*146estates, with alternative remainders, to all of his children except Walter. (3) Various specific gifts were made, to testator’s wife and his descendants. (4) “The residue of my estate, on the extinction of the trusts, if Walter Hellen, my son, be alive, and has reformed, shall, one half thereof, be paid to him, and the balance shall be divided among such of my other sons, as may then be alive.” The residuary clause is the only part of the will in which there is any provision for Walter. The trial court found that “the extinction of the trusts” occurred October 1, 1875, and that Walter at that time had “reformed.” These findings are not disputed.

While the other annuities and life estates provided in the will were granted outright, those for the testator’s son Clifton were made in the nature of spendthrift. trusts. The language used in creating the life estate for Clifton in trust and the alternative remainders has caused this litigation. The trust corpus included the property, which may be designated shortly as the 7th Street property, the proceeds from the sale of which are here in issue. The income from the trust res was to be applied to the support of Clifton’s family during his life, free of his debts. The disputed provision follows: “After the death of my. son Clifton, I devise the lot and warehouse on 7th Street, to his son George for life, if he be then living, remainder in fee, to any eldest son George may have living, at the time of his death, if George dies before his father, without such son, then remainder in fee to my son Frank.”

George survived his father and died without issue November 27, 1936. The 7th Street property was sold pursuant to a decree of the lower court in 1922, and during the latter part of George’s life the proceeds were held in trust for him. The trustee, American Security and Trust Company, brought this proceeding for con-struction of the will to determine to whom it should distribute these proceeds after the death of the life tenant. The trial court was faced with three possible groups of beneficiaries: (1) Frank’s heirs; (2) the heirs of the residuary legatees; (3) testator’s heirs — on the theory that the property was intestate. Only Frank’s heirs have appealed formally from the decision holding for the heirs of the residuary legatees. All of the appellees agree that the decision was right in holding Frank’s heirs not entitled to the property, but some of them assert it should go to the heirs of the residuary legatees, while others say it should go as intestate property.

There is no difficulty in this case which could not have been forestalled by application of the fundamental rules of punctuation which the testator doubtless learned in grammar school. The litigation arises out of the testator’s fondness for commas and his corresponding aversion to periods. Somewhere in the above-quoted provision a period (or a semi-colon) should have been inserted instead of a comma. The dispute is over where that period belongs. Appellees, heirs of the residuary legatees, contend that it should follow the phrase “at the time of his death.” Appellants, Frank’s heirs, say that it should follow the clause “if George dies before his father.” We set out the respective readings, that their meanings may be the more readily apparent:

Reading by appellees- — heirs of the residuary legatees:

“After the death of my son Clifton, I devise the lot * * * to his son George for life, if he be then living, remainder in fee, to any eldest son George may have living, at the time of his death.
“If George dies before his, father, without such son, then remainder in fee to my son Frank.”

Reading by appellants — Frank’s heirs:

“After the death of my son Clifton, I devise the lot * * * to his son George for life, if he be then living, remainder in fee, to any eldest -son George may have living, at the time of his death, if George dies before his father.
“Without such son, then remainder in fee to my son Frank.”

If, appellees’ reading is adopted, Frank could become entitled to the property only if George died before his father without a son. If appellants’ method of punctuation and interpretation is followed, George’s son would be entitled to the remainder only if George died before his father, whereas Frank would receive the property if George died at any time “without such son.” Another possible interpretation, under appellants’ punctuation, would be that if George should die after his father, leaving a son, neither the son nor Frank would receive the property. Appellants’ punctuation therefore resolves [147]*147one ambiguity only to raise another. We think the trial court rightly accepted appellees’ construction of the provision.

The alternative remainder to Frank is clearly contingent. Even under the construction contended for by appellants the remainder is contingent, for the gift would thus read, “(If George dies) without such son, then remainder in fee to my son Frank.” The condition that George die without a son is clearly made precedent to the vesting of the remainder in Frank.

The question therefore is, What is the contingency on which Frank was to take? Is it that George should die before his father without a son, or simply that he should die without a son? Appellants say that the testator could not have intended the former contingency for under it Frank would have taken had George died before his father, but if he had died without a son one moment after his father Frank would not have taken. It is argued that the testator could not have intended the gift to depend on such a whimsical happenstance. The argument answers itself, for if appellants’ construction were to prevail George’s eldest son’s right to take would have depended on exactly the same quirk of fate. Since the first remainder was to George’s son, and since Frank was to take only if there were no such son at the time • the gift was to vest (under either .construction of the will), any ambiguity raised by the conflicting theories of punctuation should be resolved in favor of the preferred taker, George’s son. The testator clearly did not intend George’s son to take at George’s death only in case George should die before his father Clifton. Yet that would follow from adoption of appellants’ punctuation, and the net result might be to deprive both George’s son and Frank of the property if George should die after his father, leaving a son.

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127 F. Supp. 23 (District of Columbia, 1955)
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182 F.2d 75 (D.C. Circuit, 1950)
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175 F.2d 821 (D.C. Circuit, 1948)

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Bluebook (online)
115 F.2d 145, 72 App. D.C. 403, 1940 U.S. App. LEXIS 2823, Counsel Stack Legal Research, https://law.counselstack.com/opinion/reeves-v-american-security-trust-co-cadc-1940.