Stone v. Bucklin

32 A.2d 614, 69 R.I. 274, 1943 R.I. LEXIS 41
CourtSupreme Court of Rhode Island
DecidedJune 24, 1943
StatusPublished
Cited by2 cases

This text of 32 A.2d 614 (Stone v. Bucklin) is published on Counsel Stack Legal Research, covering Supreme Court of Rhode Island primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Stone v. Bucklin, 32 A.2d 614, 69 R.I. 274, 1943 R.I. LEXIS 41 (R.I. 1943).

Opinion

Condon, J.

This is a bill in equity for the construction of the last will and testament of Nora F. Swan, late of the city *275 of Providence, deceased. After the cause was ready for hearing for final decree in the superior court, it was certified to this court for our determination in accordance with general laws 1938, chapter 545, § 7.

The main question presented by the bill is: Did the seventh paragraph of the will give the legatees named therein a vested interest, at the death of the testatrix, in the remaining portion of the trust estate under the fourth paragraph of the will; or was their interest contingent upon their being alive at the termination of the preceding equitable life estate?

The respondents are divided into two opposing groups on this question, but neither group has seen fit to retain counsel and have its contention argued and briefed before us. Instead, they have filed answers admitting the allegations in the bill and joining in the prayers therein, and have submitted their rights to the protection of this court. We are thus without the assistance which comes from the earnest advocacy of adversary views by industrious counsel. However, complainant, who is the trustee charged with the duty under the will of paying over the fund in controversy, has tried to supply this void by giving us what, in his opinion, are the most cogent arguments on each side of the question and also by citing the cases which tend to support the respective contentions.

. Testatrix died on February 10, 1931. By the fourth paragraph of her will she gave the sum of $7500 to Henry P. Stone, the complainant, in trust, for the following purposes: To invest and reinvest said sum, to change from time to time the place and manner of such fund, to collect the income and to apply it or the principal, or both, in the discretion of the trustee, toward the maintenance and for the benefit of her brother Benjamin Nelson Arnold; and, after his death and the payment of his funeral expenses, to pay the balance of the principal remaining into testatrix’s residuary estate to be disposed of under and in accordance with the seventh paragraph of her will.

*276 Such seventh paragraph is as follows: “All the rest residue, and remainder of my estate, real personal or mixed, of which I shall die seized or possessed, or shall have any interest in whatsoever, either legally or equitably, and wheresoever situate, I hereby give devise and bequeath to Charles A. Swan, George H. Swan, both of Cranston, R. I. Edward S. Swan of Providence, Marion W. Dolan of Melrose Highlands, Massachusetts, and Hope W. Bucklin of Mystic Connecticut share and share alike, they to take ‘per stirpes’ and not ‘per capita.’ ”

All of these residuary legatees and devisees survived the testatrix. Benjamin Nelson Arnold died on March 4, 1942, bringing to an end the preceding equitable life estate. Prior thereto the following residuary legatees and devisees had died: Charles A. Swan on May 31, 1931, unmarried and intestate ; Edward S. Swan on July 9,1934, intestate, leaving a widow surviving; George H. Swan on December 24, 1935, testate and unmarried; Marion W. Dolan on October 30, 1933, married and intestate, leaving her husband and four children, Ruth A. Hopkinson, Eleanor H. Benet, Dorothy D. Meserve and Winthrop W. Dolan surviving. Only Hope W. Bucklin survived the equitable life beneficiary and is now living.

It is contended on behalf of one group of these respondents, namely, those claiming under the Swans and hereinafter referred to as the Swan claimants, that the testatrix intended her gift over of the remaining portion of the trust fund to vest in her residuary legatees and devisees at her death and that, in the event of the death of any of them, leaving issue, before the termination of the preceding trust estate, she intended that the interest of such deceased should be divested and vest in such issue per stirpes and not per capita. On behalf of the other group of respondents, namely, those claiming under Marion W. Dolan, hereinafter referred to as the Dolan heirs, and Hope Bucklin, it is contended that the testatrix intended to postpone the vesting in interest of the gift over until the termination of the preceding trust *277 estate, at which time only those legatees then living and the issue of any deceased legatee would take.

From our consideration of the language of the will and of the decided cases in this state, construing the effect of similar language in wills before this court, we are of the opinion that the contention of the Swan claimants is correct. By the seventh paragraph the testatrix has clearly given the residue of her estate to certain named beneficiaries. Without more, it is plain from that paragraph that she intended those beneficiaries to have her residuary estate. Her will took effect at her death. All of these beneficiaries were living at her death. Because the words “per stirpes and not per capita” appear in the residuary paragraph, it is contended, in effect, that they necessarily raise the inference that testatrix intended to place that portion of her property which might fall into the residue after her death in a different category from her other property. We cannot find any language elsewhere in the will to support such a view; and those technical expressions, of themselves, do not clearly raise such an inference. The residuary paragraph here is general and, under our law, it will be given a uniform construction, that is, in the absence of a testamentary intention clearly expressed or necessarily implied, that certain property under such paragraph is to be distributed differently, the paragraph will be construed to provide for a uniform distribution. Barstow v. Young, 68 R. I. 467, 29 A. 2d 640.

There are no words of futurity annexed to the substance of the gift of the residue. The testamentary language of the seventh paragraph is “I hereby give devise and bequeath”, which are clearly words of gift of a present interest and which, if standing alone, would unquestionably vest title in the legatees at the death of the testatrix. But because the testatrix has added the words “they to take 'per stirpes’ and not 'per capita’ ” it is contended that she thereby disclosed an intention to annex futurity to the gift, at least as to her trust estate under the fourth paragraph. This argument is without merit.

*278 A similar contention was made in In re Norris, 46 R. I. 57, and was rejected by this court. There it was held that these technical expressions superadded to a gift by a testator in this manner “should be construed to mean that children of a deceased child shall take the share which his or her parent would have been entitled to in possession and enjoyment, if then living.” And the court further pointed out: “It is well established in our decisions that a remainder, although vested in right, may be divested upon the happening of an event before the remainder vests in enjoyment.”

A gift of the residue will always be construed to be vested unless the will shows a clear intent to postpone such vesting. Aldrich v. Aldrich, 43 R. I. 186; Rhode Island Hospital Trust Co. v. Beckford, 67 R. I. 492.

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Bluebook (online)
32 A.2d 614, 69 R.I. 274, 1943 R.I. LEXIS 41, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stone-v-bucklin-ri-1943.