Weatherhead v. Stoddard

58 Vt. 623
CourtSupreme Court of Vermont
DecidedFebruary 15, 1886
StatusPublished
Cited by15 cases

This text of 58 Vt. 623 (Weatherhead v. Stoddard) is published on Counsel Stack Legal Research, covering Supreme Court of Vermont primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Weatherhead v. Stoddard, 58 Vt. 623 (Vt. 1886).

Opinion

The opinion of the court was delivered by

Rowell, J.

Alanson E. Weatherhead died testate in 1862, leaving only one child surviving him, Phoebe Mary Hope Weatherhead, then about two years old. His will was duly probated, and the third clause of it reads as follows:

“ I give and bequeath all my estate, real and personal, to Galusha Weatherhead, Marcus Weatherhead, and Lysander W. Howe, to be held by them in trust for my daughter and only child, Phoebe Mary Hope Weatherhead; and I hereby direct the trustees above mentioned to apply from time to time such portion, or if necessary the whole, of the income from said trust estate towards the support, maintenance, and education of the said Phoebe Mary Hope Weatherhead; and when she shall arrive at the age of eighteen years, or in case she shall marry before arriving at the age aforesaid, then in either case the said trustees shall pay over to the said Phoebe Mary Hope Weatherhead the whole of said trust estate, or such portion thereof as in their judgment and discretion shall seem most for the benefit and advantage of the said Phoebe,— and I leave this matter to the best judgment and discretion of the aforesaid trustees.”

[628]*628By the fourth clause of his will, in case the said Phoebe died before eighteen, the testator disposed of all his estate by divers bequests over.

The said Phoebe was never married, and died testate at about the age of twenty-three. Her will was duly probated, whereby, after one or two small specific legacies, she gave the use of the residue of her estate to Gertrude A. Lynde — now Mrs. Hunt — for life, with remainder over.

Said trustees retained in their hands all of said estate, paying therefrom only what was necessary for the support and education of the said Phoebe, and never paid the same over to her after she became eighteen, acting in withholding it according to their best judgment and discretion, and as they deemed most for her benefit and advantage, and she never demanded it of them.

The plaintiff claims that by the terms of the will the taking’ of a vested interest in her father’s estate by the said Phoebe was made to depend upon the judgment and discretion of the trustees, and as their judgment and discretion were never exercised in her favor by paying ov er the estate to her, that she never took a vested interest therein; while the defendant claims that she took a vested interest therein on the death of her father, subject to be defeated only by her death before eighteen, and that on becoming eighteen the estate became hers absolutely, and would have descended to her heirs had she died intestate, and that if it did not vest in her at least at eighteen, then there was no testamentary disposition of it after that, and so she took it by inheritance.

This last contention is not sound; for there was at all events a discretionary trust, liable to be executed in favor of the said Phoebe by paying the fund over to her at any time after she became eighteen, and hence there was a testamentary disposition, operative as long as she lived with the trust unexecuted; for the legal estate, which vested in the trustees by the will, would continue in them as long as [629]*629the purposes of the trust required it. Bayley, J., in Doe, d. Player v. Nicholls, 1 B. & C. 336.

This brings us to the single question, whether the said Phoebe ever took a vested interest in this estate.

The proposition is deducible from the authorities, especially from the more recent English authorities, that no estate will be held contingent unless very decided terms of contingency are used in the will, or it is necessary to hold the same contingent in order to carry out the other provisions or implications of the will. 2 Red. Wills, 627.

If the testator had stopped with directing the trustees to pay over the estate to his daughter on arriving at eighteen or marrying, it is clear on all the authorities that the legacy would have vested on the happening of either of those events if not before; and so it comes to this, whether the discretionary clause makes any difference. We think it-does not, both on the construction of the will and on authority.

When a man sits down to dispose of his property by will, it is fair to presume that he does not intend to die intestate nor to become intestate after death, and so courts lean against intestacy. Now here the testator made no bequesfs over except in the single event of his daughter’s dying before eighteen. If, then, she did not take a vested interest at least at eighteen, the testator became intestate at her death, and his estate is left to be distributed by law; for it would be absurd to read this will as giving bequests over in case his daughter died after eighteen, as she did. Then again, the very fact that he made no disposition over in case she died after eighteen, is a circumstance of no little weight to show that he intended his estate to vest in her at all events on her becoming eighteen. 2 Red. Wills, 606. In England a gift over in one event is generally regarded as favoring vesting in all other events, on the ground that the gift over being made to depend upon particular events, the presumption is that in every other event the estate was in[630]*630tended to remain in the first taker. But we think, as said by Judge Redeield, that this form of argument is more forcible when there is no disposition over, for then it may well be said that the testator intended the estate to vest in the last donee named.

The trustees were the brothers and a brother-in-law of the testator. He made them his executors, and, reposing confidence in them, was willing to leave it to them as trustees to say when and to what extent his daughter after becoming eighteen or marrying should be permitted to come into the actual possession and enjoyment of his estate; but we do not think he intended to leave it to them to say whether she should ever have it at all or not in interest. He had willed it “in trust for her,” and the discretionary clause — • treating it as valid, but as to which see Gray, Perp. s. 120 — ■ was inserted for her supposed benefit, and more by way of giving directions to the trustees as to the time and manner of payment than as importing condition or' contingency. And this idea of a trust is important, and well-nigh decisive of the case. The remarks of Lord Justice Turner on this subject in Oddie v. Brown, 4 De G. & J. 179, 193, are exceedingly pertinent. He says: “ When, as in this case, funds are given to trustees to be held by them upon trusts, directions must of course be given to them as to the time and manner in which they are to deal with the funds in favor of the persons for whose benefit they are intended. Words, therefore, that in other cases might import condition or contingency may in such cases be used for a wholly different purpose, namely, for the purpose of conveying the necessary directions to the trustees. The court, therefore, in such cases, looks, I apprehend, more to the substance of the gift than to the words in which it is expressed. It considers for whose benefit it was made — who were intended to be the cestuis que trust.” And the same idea is brought out by Lord Cottenham in Saunders v. Vautier, 1 Cr. & Ph. 240, where he says: “It is argued that the testator’s great [631]

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Bluebook (online)
58 Vt. 623, Counsel Stack Legal Research, https://law.counselstack.com/opinion/weatherhead-v-stoddard-vt-1886.