Weller v. Tagge

854 N.E.2d 443, 67 Mass. App. Ct. 446, 2006 Mass. App. LEXIS 991
CourtMassachusetts Appeals Court
DecidedSeptember 28, 2006
DocketNo. 05-P-497
StatusPublished
Cited by1 cases

This text of 854 N.E.2d 443 (Weller v. Tagge) is published on Counsel Stack Legal Research, covering Massachusetts Appeals Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Weller v. Tagge, 854 N.E.2d 443, 67 Mass. App. Ct. 446, 2006 Mass. App. LEXIS 991 (Mass. Ct. App. 2006).

Opinion

Perretta, J.

By this action, originally brought in the Superior Court but then transferred to the Probate and Family Court, Anthony Weller (Anthony) sought a declaration as to “whether he is an eligible distributee under a trust known as the Trust under the Will of Helena C.M. Willis,” established for the benefit of, among others, certain grandnephews and grandnieces of Helena C.M. Willis (Helena), and providing for the eventual distribution of the assets of that trust to their “issue.” Anthony is a nonmarital child of one such grandnephew, and Ann Tagge (Ann) is the marital child of the same grandnephew. On [447]*447Anthony’s motion for summary judgment, the judge ruled that the term “issue” used by Helena in her will includes children bom out of wedlock. A judgment entered declaring that Anthony was to be treated as an “eligible distributee under said tmst, whose rights thereunder shall be identical to those of Ann Tagge.” Ann appeals and argues that the term “issue” used by Helena in her 1955 will must be construed to exclude nonmarital children absent a “clear expression” of a contrary intention, which does not appear in Helena’s will. We reverse the judgment.

1. The relevant undisputed facts. Helena, then eighty-six years of age, executed her will on March 1, 1955.2 The tmst was established under Article VTII(2) of the will. As set out in that provision, $10,000 from the income of the tmst was to be paid annually to each of her niece, Matilda B. Weller, and nephew, Donald E. Wilbur, during their lives. The balance of the income was to be divided into five equal parts: one part to be paid to Helena’s niece, Teresa McAleer Finn, during her life if she was living at the time of Helena’s death,3 and four parts to be paid to the “legal children” of four other named nieces and nephews living at the time of her death: Matilda B. Weller, Leo F. McAleer, Charles L. McAleer, and John A. McAleer. Upon the death of any of Helena’s grandnephews and grandnieces, “two-thirds of the tmst principal of which he or she received the income [was to] be paid in equal shares to his or her issue, per stirpes and not per capita.” The will contains no definition of the word “issue.”

Helena died in 1960. She was survived by her niece Matilda Weller and Matilda’s two “legal children,” Paul Weller and George A. Weller (George), both of whom were income beneficiaries under Helena’s will. George was a foreign correspondent who spent significant periods of time living and working outside the United States. He married Katherine Deu-pree Weller in Naples, Italy, on July 29, 1932. Two children were bom during their marriage: Ann, who was bom in Naples [448]*448on July 30, 1932, and Susan, who was born in the United States in October, 1943.

Based on the materials put before him on Anthony’s motion for summary judgment, the judge ruled that Susan was not George’s biological child, a fact that neither party appears to dispute.4 George and Katherine were divorced in Nevada in 1944. Four years later, George married his second wife, Charlotte Ebener Weller. No children were bom of that marriage.

On September 18, 1957, Gladys Lasky Weller gave birth to Anthony Weller in Macon, Georgia. It is undisputed that George and Gladys were never married. Gladys, a British citizen, apparently adopted the name of Weller pursuant to a Deed Poll from the British government.5 George Weller died in Rome, Italy, in 2002.

In deciding Anthony’s motion for summary judgment, the judge mled that the language of Helena’s will was unambiguous and that the term “issue” as used in Article VIII(2)(c) of the will included children bom out of wedlock. The judge’s determination was based on his reasoning that the language of the will explicitly restricted Helena’s gift to her grandnephews and grandnieces to marital children by her modification of “children” with the word “legal.” The judge also reasoned that it could be inferred from the absence of the term “legal” in the provision immediately following that restriction that the term “issue” was intended to include all children, even those bom out of wedlock.

On appeal, Ann argues that the term “issue” used in a 1955 [449]*449will must be construed to exclude nonmarital children absent a “clear expression” of a contrary intent. She argues that because no such clear expression appears in Helena’s will, Anthony is not entitled to share in any distribution of the assets of the trust created by her will.

2. Discussion. At common law followed in Massachusetts until 1987, the word “issue” used in a will was presumed to exclude nonmarital children. See Hayden v. Barrett, 172 Mass. 472, 474 (1899); Old Colony Trust Co. v. Attorney Gen. of the U.S., 326 Mass. 532, 533 (1950); Powers v. Wilkinson, 399 Mass. 650, 661-662 (1987) (overruling Fiduciary Trust Co. v. Mishou, 321 Mass. 615, 634-636 [1947]); Watson v. Baker, 444 Mass. 487, 494 (2005). The traditional rule of construction was overruled in Powers v. Wilkinson, 399 Mass, at 662, where the Supreme Judicial Court held that “the word ‘issue,’ absent clear expressions of a contrary intent, must be construed to include all biological descendants” (emphasis added). The court stated that the new rule of construction would apply only prospectively to instruments executed after the date of its opinion, that is, April 16, 1987. Id. at 662-663.

Although the parties do not dispute that when Helena executed her will in 1955, the word “issue” presumptively meant only those “issue” bom into wedlock, they do dispute what must be shown to overcome the legal presumption of exclusion and whether Anthony satisfied that requirement. Those are the issues before us.

Anthony relies on the phraseology used by the court in 1947 in Fiduciary Trust Co. v. Mishou, 321 Mass. at 634. There the court, in its discussion of the traditional mie of construction that children bom out of wedlock were presumptively excluded from taking under a will as “issue,” stated:

“It cannot be doubted that by the common law of a few generations ago such words as issue, children, descendants, and so forth as descriptive of a class in a grant, devise, or legacy, in the absence of anything indicating a contrary intent, meant only persons of the class who were bom in lawful wedlock” (emphasis added).

He reads that statement as an adoption by the court of a less [450]*450stringent standard for the showing of the intent required to overcome the meaning presumptively ascribed to the term “issue.” Based upon that reading, he argues that the term “issue” is to be construed to exclude nonmarital children only “in the absence of anything indicating a contrary intent.”

We do not read Fiduciary Trust Co. v. Mishou, supra, as Anthony does. First, the court in Mishou did not announce that it was adopting a new rule of construction. Second, the shift in the law that is posited by Anthony as implicit in Mishou does not take into account the fact that evidence of a testator’s contrary intent was not there at issue. Fiduciary Trust Co. v. Mishou, 321 Mass. at 636 (“Nothing appears in [the] . . .

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14 N.E.3d 332 (Massachusetts Appeals Court, 2014)

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Bluebook (online)
854 N.E.2d 443, 67 Mass. App. Ct. 446, 2006 Mass. App. LEXIS 991, Counsel Stack Legal Research, https://law.counselstack.com/opinion/weller-v-tagge-massappct-2006.