Small v. Small

45 A. 190, 90 Md. 550, 1900 Md. LEXIS 92
CourtCourt of Appeals of Maryland
DecidedJanuary 11, 1900
StatusPublished
Cited by13 cases

This text of 45 A. 190 (Small v. Small) 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
Small v. Small, 45 A. 190, 90 Md. 550, 1900 Md. LEXIS 92 (Md. 1900).

Opinion

Fowler, J.,

delivered the opinion of the Court.

This appeal brings before us for construction the will of the late Peter B. Small of Washington County in this •State.

The particular paragraph on which the present controversy hinges is as follows : “I hereby give, devise and -bequeath to my sons, Albert Small, Peter B. Small and Harry D. Small * * * all and every, my estates and ■property, personal and mixed, &c., * * * in trust to ■fake and hold the same, and to control and manage in ■their discretion all and every part thereof and to sell and ■dispose of the same and to reinvest the proceeds thereof for the sole use and maintenance, after the payment of my (debts, of my wife, Sarah B. Small, for and during her life * * * * and after the death of my said wife, to divide and distribute the same * * * equally among my children, Albert Small, Charles A. Small, Mary A. Small, Peter B. Small and Harry D. Small, or the survivors of (them, and the heirs of any of them who may meanwhile .have died, the children of any one of them taking under this devise the parent’s portion.” ***** The •testator left surviving him a1 widow, Sarah B. Small, and five children named in his will. The widow died in March 1899, and three of the children, Albert, Charles A, and Harry D. all predeceased her. She left surviving her only two children, namely, Mary A. and Peter B. Albert Small •died intestate leaving surviving him two children. Charles Small died intestate and unmarried and Harry D. Small *563 died unmarried but testate. All the facts necessary to raise the question presented by this appeal have been either admitted or are contained in the agreed statement of facts, but it will not be necessary further to rehearse them, except to say that Albert Small conveyed and released to his co-trustees, all' his interest in his and their father’s estate to secure the payment of a large indebtedness to that estate, for the benefit of the heirs at law and devisees of his father other than himself, and that Harry D. Small by his will devised and bequeathed all his estate to his sister, Mary A. Small. The bill was filed by the administrators cum testamento annexo of Peter B. Small, Sr., the testator. Their contention is that the assignment of Albert as well as the will of Harry D. is effective to convey their respective interests in their father’s estate under his will, upon the theory that the respective shares devised and bequeathed by their father’s will vested upon the death of the testator, while the contention of the defendants who are the children of Albert Small is that under a proper construction of the will the respective shares of Albert and Harry never vested in them for the reason that they both died before the death of their mother the life-tenant. The question, therefore, and the only one we have to consider, is, when did the estate or interest devised and bequeathed by the will of Peter B. Small vest in his children ? If such interest vested upon his death, then Albert had such a vested estate as passed under his deed, and Harry had such a vested estate as passed by his will to his sister Mary B. Small, and the result would be that the estate of the testator, Peter B. Small, Sr., now in the hands of the plaintiffs, would be divided between the two surviving children Mary A. and Peter B. Small, Jr., and the children of Albert Small—the latter, however, taking the share of their father, subject to their father’s liabilities, and Mary A. taking Harry D. ’s share under his will in addition to her own share as a child of the testator. But if the other view be correct, namely, that by the true construction of the will the estate devised to *564 the children was contingent upon their surviving to the period of distribution, that is to say, the death of the life-tenant, the same parties would share in the distribution of the estate in equal proportions. The one-fifth shares which would have gone respectively to Charles and Harry if they had survived the life-tenant, or to their respective children if they had left any surviving her, go into and form part of the estate or common fund to be divided, and the children of Albert take his share free from his liabilities. The Court below passed a pro forma decree adopting the latter construction and thereby held that the devises and bequests to the five children of the testator were contingent upon their surviving the death of the life-tenant, which is made the period of distribution. We havé thus fully stated the contentions of the respective parties and the facts upon which they depend, and we will proceed to consider the law applicable to them.

But before discussing the question involved, in the light of adjudicated cases, which, of course, when compared to the language of the testator used in his will are of only secondary importance in discovering his true intention, let us examine the provisions of the will itself. As we have already seen, the testator devised to trustees the whole of his residuary estate “to take and hold,” “to control and manage in their discretion,” and “ to sell and reinvest the proceeds thereof for the sole use and maintenance of” his wife during her life. So long, therefore, as she should live his whole estate was to remain in the hands of the trustees for the sole purpose of maintaining her, and in order the better to promote that object he gave to his trustees such powers as necessarily vested in them the legal estate until the period of distribution should arrive and have been completed. Long v. Long, 62 Md. 65, and cases there cited; 2 Jarman on Wills, p 1138, 1155; Ware v. Richardson, 3 Md. 505. Having thus provided for his wife during her life, he declares that his estate upon her death shall be divided and distributed equally among his *565 children, naming them, and the heirs of any of them who may meanwhile have died, the children of any one of them taking the parent’s portion. He thus provides for two methods of distribution, one to be applicable to the contingency of all his children living to the time of distribution, and the other which is applicable to the contingency which really happened, that is to say, the death of some of his children before the period of distribution. It is with the method applicable to the latter contingency alone that we are interested. How was it, therefore, according to the testator’s directions to be made ? He says to his trustees : “You are to divide and distribute my estate equally among those of my children who survive my wife and the heirs of any of them who may meanwhile have died, the children of any one of them taking * * * the parent’s portion.” It seems to us that the plain meaning and intention of the testator to be drawn from his language is that his surviving children, and the children of his deceased children, shall share equally in the distribution of his estate — the only condition being that the grandchildren, if any, should take per stirpes and not per capita— or, in other words, as contended by the defendants, the children of Albert Small, the children of deceased children stand in the place of and are to be taken as substituted for their respective parents.

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Bluebook (online)
45 A. 190, 90 Md. 550, 1900 Md. LEXIS 92, Counsel Stack Legal Research, https://law.counselstack.com/opinion/small-v-small-md-1900.