Rogers v. Walton

39 A.2d 409, 141 Me. 91, 1944 Me. LEXIS 36
CourtSupreme Judicial Court of Maine
DecidedOctober 24, 1944
StatusPublished
Cited by5 cases

This text of 39 A.2d 409 (Rogers v. Walton) 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
Rogers v. Walton, 39 A.2d 409, 141 Me. 91, 1944 Me. LEXIS 36 (Me. 1944).

Opinion

Thaxter J.

The plaintiff, as executrix of the will of David Walton, and in her own right as sole beneficiary under his will, brings this bill in equity for the construction of the will of his mother, Annie Walton, under the terms of which the plaintiff claims that his estate is entitled to share. The defendants are the surviving two sons of Annie Walton and are made parties individually and as trustees of her estate. The case is before us on report on bill, answer, and agreed statement.

The will of Annie Walton was executed October 29, 1935. At that time she had three sons, David, Arthur and Edward. Two other sons, Fred and Lawrence, had died each leaving a widow and children. She died April 12, 1936, and her. will was duly allowed in the Probate Court for the County of Androscoggin on June 6, 1936. All three sons survived their mother and in accordance with the terms of her will were appointed executors and trustees. Subsequent to the death of the mother, David Walton was divorced. He died without leaving a widow or issue; His will, dated November 13, 1941, was duly allowed and the plaintiff was, in accordance [93]*93with its terms, appointed executrix. She is the sole beneficiary. The two other brothers, who are the surviving trustees under the will of their mother, claim that neither the income of the trust created by her will, nor the corpus thereof at its termination, nor any other part of the property or estate of Annie Walton became vested in the estate of David Walton and that no part thereof could be bequeathed or devised by him. They have accordingly refused to pay over any part of the income of the trust to the executrix of his estate and claim that she will not be entitled, either as executrix or individually, to any of the corpus of the trust on its termination.

After making a few minor bequests, Annie Walton left the entire residue of her estate in trust to her three surviving sons. The controversy arises over the terms of this trust. The essential parts of the will creating it read as follows:

“Fourth: All the rest, residue and remainder of my property, both real and personal, and of whatsoever kind and nature and wherever the same may be located or found, which I may own or have a right to ' dispose of at my decease, I give, devise and bequeath to my children who are alive on the date of the execution of this will in trust, to manage and control the same and particularly to operate my bakery and to pay all the expenses out of the income and deduct a reasonable charge from the income for the services of those children who are actively engaged in the management of the trust and I direct the trustees to divide the net income equally among'my children who are alive at the execution of this will.
“Fifth: 1 — In the event any of my sons who are alive at the date of the execution of this will but who predecease me, leaving child or children, by blood or by adoption, and a widow who has not remarried at [94]*94the time of my decease then the share of such deceased son shall go as follows: From the net income of my estate during the period of trust the right to the share of the deceased son shall be shared in the following manner, two-thirds thereof to such unmarried widow and one-third to such child or children in equal shares and upon the termination of the trust herein, the same apportionment of the res is to be made, that is, the widow of a deceased son, which deceased son was alive on the date of the execution of this will, is to take two-thirds of the share of said deceased son and the child or children of said deceased son is to take one-third, to be divided equally among them provided there is more than one.
“2 — In the event of any of my sons who are alive at the date of this will should predecease me, leaving a widow surviving, who has not remarried at the time of my decease, but no child or children, then I give, bequeath and devise the share of such deceased son to his unmarried widow.
“3 — In the event any of my said sons should die before me leaving no widow but leaving children of their own blood or by legal adoption then I give, devise, and bequeath to the child or children the right to share in the proceeds of the trust herein set forth and upon the termination of the trust, the child or children of the deceased son who has died since the execution of this will is to take the share of their deceased father.
“Sixth: Upon the decease of anyone of my children during the period of this trust there shall be no new trustee designated to fill the vacancy but the other children who are alive will continue to manage and pay over the benefits of this trust until there is only one trustee living at which time this trustee shall liquidate the residue of my estate in the most expedi[95]*95tious manner with regard to preserving the value of the same for the best interest of the devisees under this will and the trustee may buy the business himself and to pay therefore a reasonable sum and which sum is to be approved by the Judge of the Probate Court in and for the County of Androscoggin and the said trustee shall thereupon distribute the proceeds of this trust to the devisees under this will, in paragraph four, to their estates, and to himself equally.”

The claim of the defendants is, with respect to the income, that David Walton was entitled to it so long as he lived, that if he had died leaving a widow or children such widow or children would have been entitled to it, but that having died without a widow or children, the income should be distributed to the surviving children of the testatrix who are these defendants. As to the principal, the same general claim is made that “the corpus of the estate should be distributed” on the termination of the trust “to the last surviving son and to the widows and children, if any, of any deceased child.” Though it is not contended that the corpus passes under the fifth clause of the will, yet, for some reason not fully comprehended by us, it is suggested that resort should be had to the fifth clause to interpret what the testatrix meant by the word “estates” used in the sixth clause and to determine the proportions in which the survivor and the widows and children of deceased sons should share.

The statute giving to the equity court jurisdiction to construe wills should be liberally interpreted to the end that litigation may be prevented, multiplicity of suits avoided, and title to property, both real and personal, promptly settled. Baldwin v. Bean, 59 Me., 481; Haseltine v. Shepherd, 99 Me., 495, 59 A., 1025. The plaintiff, as executrix of the will of David Walton who was a beneficiary under the will of his mother, certainly had the right to bring such a bill. To be [96]*96sure the question of the disposition of the corpus of the trust is not a matter of immediate concern to the trustees. But the reason for the rule laid down in Moore v. Emery, 137 Me., 259, 18 A., 2d 781, that the court will not construe a will in order to determine future rights has no application here. The right of the plaintiff at a future time to share in the corpus of the estate is inextricably interwoven with her claimed present right to the income, and she has besides an immediate problem in deciding whether this right to a share in the principal of the trust should be included as an asset in the inventory of the estate of David Walton.

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Cite This Page — Counsel Stack

Bluebook (online)
39 A.2d 409, 141 Me. 91, 1944 Me. LEXIS 36, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rogers-v-walton-me-1944.