Weller v. Sokol

318 A.2d 193, 271 Md. 420
CourtCourt of Appeals of Maryland
DecidedMay 13, 1974
Docket[No. 221, September Term, 1973.]
StatusPublished
Cited by11 cases

This text of 318 A.2d 193 (Weller v. Sokol) 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
Weller v. Sokol, 318 A.2d 193, 271 Md. 420 (Md. 1974).

Opinion

Singley, J.,

delivered the opinion of the Court.

This case combines a number of appeals from a decree of the Circuit Court of Baltimore City which construed the will of the late Arthur Nattans (Arthur Nattans I). While the *422 appeal was originally taken to the Court of Special Appeals, we granted certiorari in order that it could be docketed in this Court.

Although the factual background and particularly the family pedigree are difficult to keep in mind, the case presents two relatively simple issues:

(i) When a will directs a distribution on the death of the testator’s last surviving child among “issue and descendants” per stirpes of children of the testator who have died leaving issue surviving, where are the stocks or stirpes to be found?
(ii) Is distribution to be made only to issue and descendants living at the time of distribution?

The chancellor (Ross, J.) determined that the stocks, or stirpes, were to be found among the children of the testator, and not among the grandchildren who were the first takers of an absolute interest, and that distribution was to be made only to descendants living at the time of distribution. For reasons to be developed, we shall affirm.

Arthur Nattans I died domiciled in Baltimore on 17 April 1905, survived by his widow, Jennie Nattans; by three children of a prior marriage: Emily N. Herbert, Addie N. Bachrach, and Samuel A. Nattans, and by five children of his second marriage: Rita Nattans (later Myers), Ralph Nattans, Edith Nattans (later Hecht), Hortense Nattans (later Solomon), and Arthur Nattans (Arthur Nattans II).

The provisions of the Nattans will, executed on 3 October 1903, with which we shall here be concerned are contained in Items Sixth and Tenth. By Item Sixth, 396 shares 1 of stock of Read Drug and Chemical Company of Baltimore City (Read’s) owned by Mr. Nattans were bequeathed to trustees to pay the income from specified numbers of shares to the Nattans children, as follows:

*423 Emily N. Herbert
Addie N. Bachrach
Samuel A. Nattans
Rita Nattans (Myers)
Ralph Nattans
Edith Nattans (Hecht)
Hortense Nattans (Solomon)
Arthur Nattans II
40 shares
29 shares
29 shares
60 shares
40 shares
60 shares
60 shares
40 shares 2

Item Tenth provided:

“Tenth. In the event of the death of any of my children above named, during the continuance of this trust, without leaving issue him or her surviving, the income herein given to the child so dying without issue living at his or her death, shall be divided equally among his or her surviving brothers and sisters annually during the continuance of this trust. And in case of the death of any one of my said children during the continuance of said trust, leaving issue him or her surviving, the income of the share of the one so dying shall go to and become the property of his or her child, if only one, or children, if more than one, equally, share and share alike. Upon the death of the last survivor of all my said eight children this trust shall cease, and thereupon the entire trust property, shall be divided by my said trustees, or their successors in the trust, among the issue and descendants of such of my children as may have died leaving lawful issue him or her surviving per stirpes and not per capita. And the said trustees, and their successors in the trust, are authorized *424 and directed to make, execute and deliver all such deeds and instruments of conveyance or assignment as may be necessary to make said division.” (Emphasis in original.)

In Ryan v. Herbert, 186 Md. 453, 47 A. 2d 360 (1946), our predecessors had occasion to review a declaratory decree which had construed the provisions of Item Tenth relating to devolution of income prior to the termination of the trust. That decree, which was affirmed on appeal, had directed that on the death of a child of Arthur Nattans I prior to the termination of the trust, leaving any issue whatsoever surviving, such issue took a vested interest in the income to which the dying child had been entitled, subject only to defeasance by the termination of the trust.

As a result, when Harold Herbert and Arthur N. Bachrach, grandsons of Arthur Nattans I, died prior to the termination of the trust without leaving descendants surviving, the income which each had been receiving was paid to his respective estate. No consideration was given to the devolution of the corpus at time of termination beyond a recognition that it would certainly pass in proportions which differed from the shares of income, and that it might well pass to persons other than those who had received income from the trust under the determination reached in Ryan.

Arthur Nattans II, the last surviving child of Arthur Nattans I, died on 24 September 1972. In consequence of his death, the trust under his father’s will terminated. Appended to this opinion is a chart showing the lines of descent from Arthur Nattans I as they existed at the time of the death of Arthur Nattans II. Next to the name of each of the distributees appears a fraction representing the share of the trust respectively awarded by the lower court’s decree.

This distribution was predicated upon the chancellor’s determinations (i) that the remainder of the trust should initially be divided into seven parts — one part for the issue and descendants of each of the seven children of Arthur Nattans I. who died leaving descendants surviving at the time of termination — and (ii) that only descendants living at the time of termination could take.

*425 Appeals from the first part of the decree were taken in behalf of Albert Lowenthal, Jean A. Lowenthal, Ralph A. Nattans, Ruth L. Creamer, Arthur Nattans, Jr., Roger H. Nattans, and Emanuel Hecht, II, all grandchildren of Arthur Nattans I, who contended that the stocks, for the purposes of distribution, should have been found among the grandchildren, who would presumably be the first takers, and not among the children, who had life interests only. Accordingly, they argue that the initial division should have been into 13 parts, one of which should have been awarded to each of the 11 grandchildren living at the death of Arthur Nattans II, one to the descendants of Alan Herbert and one to the descendants of Dorothy Schatzkin, both grandchildren who had died prior to termination of the trust leaving descendants surviving.

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Bluebook (online)
318 A.2d 193, 271 Md. 420, Counsel Stack Legal Research, https://law.counselstack.com/opinion/weller-v-sokol-md-1974.