Thompson v. Clarke

161 N.E. 889, 264 Mass. 56, 1928 Mass. LEXIS 1225
CourtMassachusetts Supreme Judicial Court
DecidedMay 29, 1928
StatusPublished
Cited by12 cases

This text of 161 N.E. 889 (Thompson v. Clarke) 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
Thompson v. Clarke, 161 N.E. 889, 264 Mass. 56, 1928 Mass. LEXIS 1225 (Mass. 1928).

Opinion

Sanderson, J.

This is a bill for instructions to determine the meaning of a clause in the will of George 0. Crocker who died May 24, 1887, and whose will, dated December 24, 1883, was duly allowed. The testator divided the residue of his estate into seven equal parts, giving five parts outright to four nephews and a niece, placing one of the parts in trust for his sister and one in trust for his nephew Amos.

The clause to be construed relates to the trust for the testator’s nephew and is in the following language:

“10. The remaining seventh of the balance aforesaid of my property, I give, devise, and bequeath to my said executors as Trustees for my nephew Amos E. Lawrence, Junior. And I authorize and direct my said executors as such trustees to invest the said share, both the principal and the income thereof as it shall accrue; with full authority to them to sell, and to reinvest the said principal and income as often as they may deem it expedient for the interest of the trust. Whenever, and not before, they shall in their discretion be satisfied that it is safe and proper to do so, they may pay to the said Amos E. Lawrence, Junior, any part or the whole of the accumulation of said trust. If any balance of such trust fund shall be remaining in the hands of my executors as such [58]*58trustees upon the death of the said Amos E. Lawrence, Junior, then, in that event, the same shall be paid by them as follows: if he leave issue, or issue and a widow, in equal shares to said widow and issue, that is to say one half to the widow, and one half divided among his issue. And if he leave no widow, the whole to be divided among his issue. If he leave a widow and no issue, the widow is to receive twenty five thousand dollars of said trust fund, and the remainder is to be divided among my heirs at law. If he (my said nephew) leave neither widow nor issue, then the said trust fund is to be divided among my heirs at law, or so much of the same as shall remain in the hands of said trustees, at the death of my said nephew.”

At the time of the testator’s death a sister, two nephews and a niece (children of a deceased sister), and two sons of another deceased sister, survived him. Amos E. Lawrence, for whom provision was made in the clause above quoted, died May 6, 1927, leaving surviving him a widow and no issue. At his death those who would be heirs at law of the testator if he had lived to that time and then died are a niece and nephew, children of a deceased sister, and two grandnephews, children of a deceased nephew.

The question to be decided is whether the testator’s heirs at law are to be determined as of the date of his death or as of the date of death of Amos E. Lawrence.

In clause three of the will, the testator, after making a bequest of a sum to be used in a certain event for a hospital, provided that if the legacy were not so used within five years after the testator’s death it should go to his heirs at law. In the ninth clause, establishing the trust for the testator’s sister, in case the limitations therein made should fail and the trust not have been terminated, then at the sister’s death this share of the property was to be distributed by the executors among the testator’s heirs at law. In neither of these clauses are there controlling considerations to indicate that the testator intended that his heirs at law should not be those answering that description at his own death. His sister was one of those heirs, but that fact alone is not enough to show an intention on the part of the testator to create a [59]*59contingent interest. Abbott v. Boston Safe Deposit & Trust Co. 258 Mass. 244, 248. Rotch v. Loring, 169 Mass. 190, 200. Ball v. Hopkins, 254 Mass. 347, 350.

A stronger argument can be made in favor of postponing vesting until the death of Amos in the case of the trust for his benefit. It is contended that the intention of the testator both as to Amos and his widow would be defeated if it should be held that the estate vested at the testator’s death. It is of some significance to notice that whatever meaning is given to the words "heirs at law” in clauses three and nine, the testator must have contemplated the possibility of Amos taking under those clauses as an heir, and yet he did nothing to guard against that result. Furthermore, the purpose of the trust was apparently to benefit Amos and his family if he should have one. He might become the absolute owner of the whole fund, and, if not, it would become the property of his issue and widow if they should survive him. If the estate is held to vest at the testator’s death the widow of Amos gets only $25,000 from the trust fund as such. Anything in excess of that comes to her under the will of her husband.

When a person makes an outright gift to heirs he would not ordinarily be concerned with the disposition which they might make of the property. Such provisions often mean that the testator has exhausted the special limitations which he wishes to make and then lets the law take its course. Abbott v. Bradstreet, 3 Allen, 587, 593. Whall v. Converse, 146 Mass. 345, 348. Jewett v. Jewett, 200 Mass. 310, 316. The testator must have contemplated that the events upon which the estate might go to heirs under different clauses in his will would occur at different times. It is hardly probable that he could have intended three different groups when he made gifts to his heirs at law in three clauses of his will. Rotch v. Rotch, 173 Mass. 125, 130. Welch v. Blanchard, 208 Mass. 523, 526. State Street Trust Co. v. Sampson, 228 Mass. 411, 413. He uses no words clearly showing an intention that the title shall vest at the time of the death of the life tenant. If he had in mind heirs to be ascertained as of some other date than his death, he would naturally have [60]*60said so. Boston Safe Deposit & Trust Co. v. Parker, 197 Mass. 70, 73.

We construe the expression “at the death of my said nephew,” at the end of the tenth clause, as modifying the expression “so much of the same as shall remain in the hands of said trustees,” and not as modifying the words “my heirs at law.” The words “then, in that event,” in the clause under consideration, seem to refer to two unascertained facts: one, whether a balance would remain in the hands of the trustees; and the other, the time when Amos might die. If a balance should then remain in trust, the heirs would be entitled to come into possession of it. The reference seems to be to the time of distribution rather than to the time when heirs shall be ascertained. State Street Trust Co. v. Sampson, supra. Dove v. Torr, 128 Mass. 38, 40. The purpose of the testator to favor all of his heirs presumptive, except for such limitation as was placed upon the share for Amos, is clear. The provisions for his sister demonstrate that he placed special confidence in her. He would naturally think of his sister and the children of deceased sisters as his heirs. They should not be excluded from the class which he described by that term unless the intention to exclude them appears. The testator is presumed to use words with their ordinary meaning in the absence of anything to show that they are used in a different sense. Turnbull v. Whitmore, 218 Mass. 210, 214. “Speaking in a popular as well as in the strictly accurate sense, the word 'heirs’ means those persons who inherit the property of a person at the time of his death.” State Street Trust Co. v.

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Cite This Page — Counsel Stack

Bluebook (online)
161 N.E. 889, 264 Mass. 56, 1928 Mass. LEXIS 1225, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thompson-v-clarke-mass-1928.