Rotch v. Rotch

53 N.E. 268, 173 Mass. 125, 1899 Mass. LEXIS 1043
CourtMassachusetts Supreme Judicial Court
DecidedMarch 16, 1899
StatusPublished
Cited by16 cases

This text of 53 N.E. 268 (Rotch v. Rotch) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rotch v. Rotch, 53 N.E. 268, 173 Mass. 125, 1899 Mass. LEXIS 1043 (Mass. 1899).

Opinion

Barker, J.

The executors of the will of Benjamin S. Botch obtained the instructions of this court as to the construction of his will in the case reported under the name of Rotch v. Loring, 169 Mass. 190. The testator left a widow, two sons, and three daughters. The petition in Rotch v. Loring was made after the death of the widow and of one son, the deceased son having died testate and leaving a widow and no issue. In that case the [127]*127principal question was as to the disposition of a fund which the testator had directed to be deposited for his deceased son, to whom the income was payable during the son’s life, with provisions for the disposal of the fund at the son’s death, under which the court held that the fund then fell into the residue, and was to be divided into five equal parts, of which one part belonged to the deceased son, and was to be paid to the executors of his will, one part was to be paid over to the other son, and the three remaining parts were to be paid to the trustees who were appointed to hold the residue of the testator’s estate in trust, and that one of those parts was to be held by those trustees in trust for each of the testator’s three daughters, as provided in his will. In that decision the general scheme of the will is stated. The ground of the decision was that in the concluding clause of the fourth article of the will, which provided that, in ease the son who had the income of the fund for his life should die without children or issue, so much of the fund as should not be payable to the son’s widow should be paid over to the testator’s heirs at law, the gift was to those persons who at the time of the testator’s death were his heirs at law.

Since the former decision, all the share and interest to which the deceased son at the time of his death was entitled in reversion or otherwise under the will in the shares of the residue of his father’s estate given by the father’s will in trust for his daughters has been sold and transferred by deed to the brother and the three sisters of the deceased son in equal shares. One of these three sisters, Edith Botch, has now died unmarried and without issue, leaving a will, which has been duly proved and of which the respondent Mary Carey is executrix, and under which, aside from certain legacies immaterial to the present petition, she is entitled to all the estate of her testatrix. Under the third article of the will of Benjamin S. Botch the sum of $100,000 was invested in a corporation for his daughter Edith, to be held by the corporation during her life. The direction of the will as to the disposition of this fund at the daughter’s death is that “ the deposit made as aforesaid for her benefit shall be transferred, conveyed, assigned, and paid over to her children then living, and the issue of any deceased child by right of representation; to have and to hold the same to them and their [128]*128respective heirs, executors, administrators, and assigns forever. And in default of any lawful issue then living of such daughter, then the same shall be conveyed, assigned, transferred, and paid over to my heirs at law, as part of the residue of my estate, in the manner hereinafter directed concerning the same.” After the death of Edith Botch this sum of $100,000 was paid over to the administrator de bonis non with the will annexed of her father’s estate, and that administrator has transferred one fifth part of the fund less his charges and expenses to the present petitioners, who are the trustees of the residuary estate of Benjamin S. Botch under the fifth article of his will. What has been done with the rest of the fund so invested for Edith Botch we are not informed. We understand that, the one fifth as to the disposition of which we are now asked to direct is the share which would go to Edith Botch as one of the five persons who were heirs at law of Benjamin S. Botch at his decease, upon the theory that the clause above quoted from the third article of the will gives that fund upon the death of Edith Botch without issue to the persons who at the death of Benjamin S. Botch were his heirs at law. The court is asked to direct the petitioners what to do with that one fifth of the fund, and is not asked to direct them as to the disposition of the other shares of that fund, nor do those shares appear by this petition to be in the hands of the petitioners. Of course it cannot be contended that in any event Edith Botch, as one of the five heirs at law and apart from purchase, is entitled to more than one fifth of this $100,000 which up to her death was held for her use by the life office, which $100,000 then passed to the residue for the purpose of distribution among the testator’s five heirs at law. No part of this $100,000 was in the custody of the present petitioners during the life of Edith Botch, and their right to deal with it upon her death attached to the whole sum, and not to one fifth part of it merely.

The other matter upon which the petitioners ask the instruction of the court is as to the disposition now to be made by them of that share of their testator’s residuary estate which until the death of Edith Botch they held for her benefit under the fifth article of the will. The general effect of this article was to divide the residue of the testator’s property into five [129]*129equal shares, one of which was set apart and appropriated for the benefit of each of the testator’s five children who survived him. The shares of the three daughters were by the fifth paragraph of this article devised and bequeathed to trustees, of whom the petitioners are the successors, upon trusts with reference to which that paragraph contains these words: “ To hold the same to them and their assigns, the survivors of them, and their assigns, and the survivor of them, his heirs, executors, administrators, and assigns, in strict trust for the uses and purposes following, namely,- to hold, manage, and improve to the best advantage, and in the manner herein directed, the part, share, or portion of each such daughter . . . during her natural life, and to pay the net rents, income, dividends, and profits to her half yearly, or oftener if convenient, in every year during her natural life, for her sole and separate use, upon her own separate receipt free from the interference of any husband, and without being subject to his debts, engagements, or control; and her receipt for all payments made to her, whether married or sole, shall at all times be a sufficient release and discharge therefor. And at and upon her decease, then in trust to convey in fee simple, transfer, assign, and deliver to her lawful issue then living the property and estate then held by the said trustees for her benefit, of whatever the same may then consist, in such and so many • equal parts that each of her children then living may receive one share or portion, and the lawful issue then living of any deceased child of hers may together receive and hold, by right of representation, the same share or portion to which his, her, or their parent, if then living, would be entitled; to hold the same to them respectively, and their respective heirs, executors, administrators, and assigns forever. And in default of any issue then living of such daughter . . . then in trust to convey in fee simple, assign, transfer, and deliver the said trust property held by them for the benefit ... of such daughter, to my heirs at law, to hold the same to them, their heirs, executors, administrators, and assigns forever.”

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Cite This Page — Counsel Stack

Bluebook (online)
53 N.E. 268, 173 Mass. 125, 1899 Mass. LEXIS 1043, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rotch-v-rotch-mass-1899.