Ross v. Safe Deposit & Trust Co.

176 A. 483, 168 Md. 65, 1935 Md. LEXIS 128
CourtCourt of Appeals of Maryland
DecidedJanuary 16, 1935
Docket[No. 68, October Term, 1934.]
StatusPublished
Cited by5 cases

This text of 176 A. 483 (Ross v. Safe Deposit & Trust Co.) is published on Counsel Stack Legal Research, covering Court of Appeals of Maryland primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ross v. Safe Deposit & Trust Co., 176 A. 483, 168 Md. 65, 1935 Md. LEXIS 128 (Md. 1935).

Opinion

Parke, J.,

delivered the opinion of the Court.

The appeal is from a decree in a special case stated, construing the will of Charles H. Ross, who died in 1861. The usual provisions for the payment of debts and funeral expenses were followed by directions for the re-interment of his parents and by minor legacies to relatives. The testator then, after requiring that his designated personal property be converted and invested, devised and bequeathed all his property to his wife, and her successors, in trust, for the sole and separate use of his wife during her life, subject, however, to pay, if she be living, (a) the sum of $5,000 to every one of his three sons, if and when each severally became twenty-one years of age; and (b) the sum of $300 annually during the lifetime of his wife, to every one of his three daughters, if and when she should marry; and, after the death of the life tenant, then over to her successor, in trust, to grant and convey and pay over the one-sixth part of the residue of the trust estate to every one of his three sons in an installment of $5,000 upon a son’s arrival at the age of twenty-one years, and the remainder upon his arrival at the age of thirty years; and, between his arrival at majority and at the age of thirty years, to pay the income of the remainder of his one-sixth part to such son. In the event that, at the death of the life tenant, any of the three sons should be an infant, the income of such infant son’s one-sixth share should be held for the infant’s use, and so much as should be necessary and proper should be applied to the support and education of every one of such infants until he arrive at the age of twenty-one years.

The remaining three-sixths of the estate was to be held, upon the death of the mother, by her successor trustee, in trust, so that every one-sixth was to be held severally for the use and benefit of one of the testator’s three daughters for and during her natural life and *68 from and after her death, then in trust to convey, grant, and pay over such one-sixth share to such daughter’s children, share and share alike, absolutely, per stirpes and not per capita.

The testator then provided: “But if any of my sons shall die before he or they shall have received the whole of the property I hereby give to him or them; or if any of my daughters shall die without issue living at the time or times of her death or their deaths, then shall the trustee hold the property belonging to him, her or them thus dead, in trust for the use of the survivors, in the same manner, and for the same estates and purposes, as those above mentioned.”

The declaration of trust then ends with the statement that the payment of the sum of $5,000 by the mother to any of the three sons upon his attaining his majority shall be counted as part of that son’s one-sixth portion, so that every one of the six children shall receive equal shares in the division of the estate into six parts. This provision is in a separate paragraph, and plainly relates to the division of the estate, upon the death of the mother, into six equal shares and their allocation of one share to every one of the six children: and its obvious purpose is to preserve the equality of this division and allotment by charging as an advancement the sum of $5,000 against the share of any son to whom such sum may have been paid by the trustee and mother during her life, as provided by the terms of the trust.

A subsequent codicil to the will need not be recited because it relates to details in the management of the testator’s business affairs after his death, and does not affect the construction of the will.

The three sons are dead. Jesse E. Ross was the first to die, in 1862, at the age of eight years. Charles H. Ross, Jr., died in 1879, aged twenty-eight years. He had received the sum of $5,000 upon attaining the age of twenty-one, and died without issue. The death of the widow or life tenant intervened in 1881, and John R. Ross died in 1920, leaving surviving him as his only next *69 of kin and heirs at law two children, J. Elliott Ross and Clara Ross Astashkin. Before his death, his sister, Fannie Ross, died in 1887, unmarried and without issue, so, her estate having fallen in the corpus of the trust along with the shares of Jesse E. Ross and Charles H. Ross, Jr., John R. Ross had received, in his lifetime, a total of one-third of the net residuary estate of the testator, after deducting the $5,000 paid to his brother Charles H. Ross, Jr. The daughter of the testator, Sallie Ross Heighe, intermarried with John M. Heighe, died on May 16th, 1933, and she had received her income from the trust to the time of her death. Mrs. Heighe left no issue surviving at the time of her death, and the only descendants or issue of the testator living at the death of Mrs. Heighe were Mrs. Mary C. Ross Littig, a daughter of testator, and her children, Charles Ross Littig and Clara Littig Bissell; and J. Elliott Ross and Clara Ross Astashkin, the two children of John R. Ross, and the grandchildren of the testator.

On these facts the question propounded in the special case stated was whether all of the corpus of the trust estate theretofore held in trust for the said Sallie Ross Heighe for life, together with the income thereon which had accrued since her death, falls back into the trust estate for the benefit of the surviving daughter, Mary C. Ross Littig, for life, and then over as provided in said will, or whether the one-half of the principal and accrued income falls back into the trust estate for the benefit of Mrs. Littig for life and then over as provided by the terms of the trust, and the other one-half passes to J. Elliott Ross and Clara R. Astashkin, the two children of John R. Ross, the son, and the grandchildren of the testator. The decree of the chancellor was that by a true construction of the will the expressed intention of the testator was that the Safe Deposit & Trust Company of Baltimore, as substituted trustee under the will of the testator for the share of Mary C. Ross Littig, became entitled to receive all the corpus or principal of the share or shares theretofore held in trust for the *70 said Sallie Ross Heighe, together with the income accrued thereon since her death, upon the death of the said Sallie Ross Heighe without leaving issue living at her death, and that the defendants J. Elliott Ross and Clara R. Astashkin are not entitled to any share or interest therein.

The duration of the trust is for the life of the mother, and then for the lives of the sons until they reach the age of thirty, and for the lives of the three daughters and the survivors and survivor of them. After the mother’s death, one-sixth part became the absolute estate of every one of the sons as he attained the age of thirty years, subject to the diminution by the $5,000 paid to every son as he became twenty-one years of age. So, if any son should die before attaining the age of twenty-one, or if another son should die before becoming thirty years of age, but after he had reached the age of twenty-one years and had been paid his $5,000 at his majority, the share of each to the extent it had not been paid ,at the age of twenty-one would fall into the corpus for the benefit of the surviving children, without reference to whether or not the son so dying had issue or issue surviving him.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Saia v. Sain
533 A.2d 1336 (Court of Special Appeals of Maryland, 1987)
Pannone v. McLaughlin
377 A.2d 597 (Court of Special Appeals of Maryland, 1977)
Baker v. Baylies
189 A.2d 820 (Court of Appeals of Maryland, 1963)
Second Bank-State Street Trust Co. v. Weston
174 N.E.2d 763 (Massachusetts Supreme Judicial Court, 1961)
Judik v. Travers
40 A.2d 306 (Court of Appeals of Maryland, 1944)

Cite This Page — Counsel Stack

Bluebook (online)
176 A. 483, 168 Md. 65, 1935 Md. LEXIS 128, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ross-v-safe-deposit-trust-co-md-1935.