Springfield Safe Deposit & Trust Co. v. Ireland

167 N.E. 261, 268 Mass. 62, 64 A.L.R. 1071, 1929 Mass. LEXIS 1329
CourtMassachusetts Supreme Judicial Court
DecidedJune 26, 1929
StatusPublished
Cited by18 cases

This text of 167 N.E. 261 (Springfield Safe Deposit & Trust Co. v. Ireland) 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
Springfield Safe Deposit & Trust Co. v. Ireland, 167 N.E. 261, 268 Mass. 62, 64 A.L.R. 1071, 1929 Mass. LEXIS 1329 (Mass. 1929).

Opinion

Sanderson, J.

This is an appeal from a final decree of the Probate Court upon a petition for instructions, presented by the Springfield Safe Deposit and Trust Company, trustee under the will of Solomon Jones Gordon, who died in 1891 at the age of sixty-four.

The testator, an attorney at law, by will dated May 17, 1881, gave his wife, Rebecca Ames Gordon, the use and income of his entire property for life; and established upon her death a trust of all his estate to pay the net income to his only child, Jeannie Gordon Ireland (designated in the will as Jeannie Gordon), during her life, free from all claims of mar[64]*64ital right, and “at her decease, in equal shares to her children then living, the lawful issue of any her child then deceased taking by representation their parent’s share: and in the month of January 1922, or of the first January thereafter, after the decease of said Jeannie Gordon, to convey in fee simple, transfer and pay over the same, in equal shares, to her then living children and the lawful issue of any her child then deceased, such issue taking by representation their parent’s share, as tenants in common: but should there then be alive no child or grandchild of her’s, to convey in fee simple, transfer and pay over the same to the ‘American Unitarian Association’ incorporated under the laws of Massachusetts in the year 1847; to have and to hold the-same to it, its successors and assigns forever.”

The testator’s widow died in 1912. His daughter was born December 29,1853, and died February 22,1928, leaving a will. The Springfield Safe Deposit and Trust Company is executor of that will and trustee thereunder. Her only child, Gordon Ireland, was alive when his grandfather’s will was drawn, having been born December 23, 1880. The testator knew of the existence of this grandson from the time of his birth. In 1908 Gordon Ireland married; he has two children born respectively in 1911 and 1913. He was formerly trustee under the will of his grandfather, and upon his resignation from that office the Springfield Safe Deposit and Trust Company was appointed in his place.

The petitioner asks to be instructed to whom, at what times, and in what proportions, the income and principal of the trust fund shall be paid and distributed.

The judge of probate decreed that the respondent Gordon Ireland was entitled to the principal and income of the trust fund, and that the trustee under the will of Solomon Jones Gordon, after making certain payments for legal expenses, should convey, transfer and pay over to him all of the trust property for which it is legally chargeable. From this decree the Springfield Safe Deposit and Trust Company as executor and trustee under the will of Jeannie Gordon Ireland, and the guardian ad litem of the minor children of Gordon Ireland have appealed.

[65]*65It was the apparent purpose of the testator to have the trust end and the principal of the trust conveyed and distributed in the month of January, 1922, if his daughter were then dead; but if she were then alive, that she should continue to receive the income, and the termination of the trust should be postponed to the January following her death. He knew that but one child had been born to his daughter before his death, but he contemplated the possibility that she would become the mother of other children and undertook to make provision for them.

The only gift of principal to grandchildren is to those living at the date fixed for the termination of the trust, and there is no gift to any issue of such children except to the issue of any child then deceased, and if no child or grandchild of the daughter should then be alive the whole estate is to be conveyed and transferred to the religious association. The terms of this provision for the religious organization tend to show an intention that the interest in the children or grandchildren of his daughter should not be vested, and also are indicative of a testamentary purpose that no issue more remote than the daughter’s grandchildren should take. The testator undoubtedly hoped that his estate would ultimately go to his direct descendants, but he made it clear that even if his daughter should die soon after his own decease, neither her children nor her grandchildren could receive any part of the principal until January, 1922; and, whatever his reasons may have been for selecting that date, only those then living would be entitled to share in the property.

When it plainly appears that a testator intended to create a contingent estate, the rule favoring so construing the will that estates shall be considered vested must give way, even though the gift is to children, or other descendants, of the testator, and when because of the contingency the limitation is void for remoteness. The gift over in the ease at bar was by way of direction to the trustees to “convey in fee simple, transfer and pay over” the whole estate, and one object of the trust was that the trustees should hold the full legal title and make conveyance at the date fixed after the death of the testator’s daughter.

[66]*66The fixing of the future date for conveyance and transfer of the trust property, and the provision in substance that only those children then living or the issue of those then deceased should share in the property, indicate that the testator intended the ultimate estate to vest at the time fixed for conveyance and transfer by the trustees. By so designating the takers he has excluded children who might die before the date set for termination of the trust, and until the designated date arrives the persons to take cannot be ascertained and the interest of children of the daughter and of their issue is contingent. Sears v. Russell, 8 Gray, 86, 99. Thomson v. Ludington, 104 Mass. 193, 194. Smith v. Rice, 130 Mass. 441, 442. Bigelow v. Clap, 166 Mass. 88, 91. Crapo v. Price, 190 Mass. 317, 322. Clarke v. Fay, 205 Mass. 228, 230, 231. Carr v. New England Anti-Vivisection Society, 234 Mass. 217, 219. Welch v. Williams, 237 Mass. 373, 376. Security Trust Co. of Lynn v. Boyce, 257 Mass. 586, 588, 589.

The controlling rule of interpretation is that the intent of the testator is to govern, and this intent is to be carried out if not in conflict with some rule of law. In case of such conflict the will must fail of effect in so far as it violates the rule, “not because the intent of the testator does not control its construction, but because the law will not permit his intent to be accomplished.” Sears v. Russell, 8 Gray, 86, 94. The rule against perpetuities is not a rule of construction but of law, and is to be applied even if the accomplishment of the expressed intent of the testator is thereby made impossible. Odell v. Odell, 10 Allen, 1, 7. Bundy v. United States Trust Co. of New York, 257 Mass. 72, 79. A will speaks from the death of the testator, and the general rule is that a limitation is void because in violation of the rule against perpetuities unless it is certain at the time of his death that the estate will vest within the period required by the rule, and if by any possibility the event upon which the estate is limited may not occur within that time, the limitation is too remote. The rule applies even if as events actually have happened the estate would have vested in time. Brattle Square Church v. Grant, 3 Gray, 142, 153. Sears v. Russell, supra, at page 98. Sears v.

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Bluebook (online)
167 N.E. 261, 268 Mass. 62, 64 A.L.R. 1071, 1929 Mass. LEXIS 1329, Counsel Stack Legal Research, https://law.counselstack.com/opinion/springfield-safe-deposit-trust-co-v-ireland-mass-1929.