Wheeler v. Allen

54 Me. 232
CourtSupreme Judicial Court of Maine
DecidedJuly 1, 1866
StatusPublished
Cited by2 cases

This text of 54 Me. 232 (Wheeler v. Allen) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wheeler v. Allen, 54 Me. 232 (Me. 1866).

Opinion

Barrows, J.

Elizabeth Allan, by her will, made Sept. 15, 1854, and admitted to probate in October, 1863, after bequeathing to her brother John Allan, the dividends upon certain stocks and the interest upon certaiu mortgages, to be collected by her executors and paid over to the said John, during his life, and making certain specific bequests of money and other personal property to certain relatives by name, disposed of the remainder of the property as follows :

"I give and bequeath all my property which shall remain after the payment of the foregoing legacies, and the amount hereinafter bequeathed to my executors, aud after the de~ [234]*234c^ase of my brother John Allan, to the sons and daughters of my brother William Allan, and the sons and daughters of my brother Mark Allan, and the sons and daughters of my brother John Allan, and the sons and daughters of my brother George W. Allan, and the sons and daughters of my brother Horatio G. Allan, equally, and to the heirs of their bodies respectively, and, in case of the failure of heirs of the body of any or either of them, it is my wish that the share of such deceased one, without issue, should be divided among those who shall survive and to the heir.s of their bodies respectively, share and share alike.” The specific legacies had been paid and John Allan was dead, at the commencement of this suit. The plaintiff is one of four children of a daughter of Mark Allan. His mother died in February, 1851, he being then more than 21 years of age. When the will was made, in September, 1854, the five brothers of the testatrix, abovenamed, had twenty-nine sons and daughters living, all of whom, or the heirs of their bodies, still survive, and there were six of "the sons and daughters,” (including the plaintiff’s mother,) who had died previously, leaving " heirs of their bodies.”

It is conceded that the plaintiff is entitled to recover in this action one-fourth of one-thirty-fifth of the amount remaining in the hands of the defendant, as executor, to be distributed under the order of the Judge of Probate, if the children of any of the six nephews and nieces of the testatrix, who died previous to the making of the will, are entitled to a distributive share of the estate, under the item above recited.

Do the children of the nephews and nieces, who were dead ■at ithe .date of the will, take any share of the residuary estate under this item ?

Upon a review of the cases which are to be found in the books, more or less resembling the one at bar, it is apparent that distinctions somewhat subtle and shadowy have obtained from time to time, depending, perhaps, upon " the length of the Chancellor’s foot,” or the liveliness of his imagination, [235]*235and producing a series of decisions not at first sight easily capable of being made to harmonize, if not actually conflicting.

In Christopherson v. Naylor, 1 Merivale, 320, the bequest was to " each and every of the child and children of my brother and sisters, A, B, C and D, which shall be living at my decease; hat, if any child or children of my said brother and sisters, or any of them, shall happen to die in my lifetime and leave issue living at his or her decease, then, and in such case, the legacy or legacies hereby intended for such children, so dying, shall bo upon trust for, and I give and bequeath the same to his, her or their issue, such issue taking only the legacy or legacies which bis, her or their parents or parent would have been entitled to, if living at my decease,” — and it was held that the children of those of the nephews and nieces, who were dead at the time of the making of the will, were not included in the gift, — the Master of the Rolls remarking that " the nephews and nieces are here the primary legatees; nothing whatever is given to their issue, except in the way of substitution. In order to claim, therefore, under the will, these substituted legatees must point out the original legatees in whose place they demand to stand. But, of the nephews and nieces of the testator, none could have taken besides those who were living at the date of the will. The issue of those who were dead at that time can consequently show no object of substitution ; and, to give them original legacies, would be in effect to make a new will for the testator.”

In Butler v. Ommuney, 4 Russell’s (Chancery) Reports, 70, the testator had bequeathed the residue of his estate, after the death of his wife and brother Joseph, " between the children of his said brother, and his late sister Betty, and late brother Jacob, who should be living, in equal shares, and, as to such of them as should be then dead, leaving a child or children, such child or children were to be and stand in the place or places of his, her or their parent or parents, and the Vice Chancellor held, that the children of [236]*236those of Jacob’s children who were dead at the date of the will took no share of the residue.

In Gray v. Garman, 7 Jurist, 275, the testator gave the residue of his property to his wife, for life, and, "at her death, to be equally divided between her brothers and sisters, and, in case any or either of them should be dead,” (at the time of the decease of the wife,) "leaving issue, then such issue to stand in the place of their respective parent or parents.” And the question was whether the issue of a brother of the wife, who was dead at the date of the will, were entitled. The Vice Chancellor, Wigram, decided agaiust their claim, holding that "the word 'them,’in the second clause, referred to the brothers and sisters described in the first, which clearly did not extend to a brother or sister previously dead.”

And, in the case of Waugh v. Waugh, 2 Mylne and Keen’s Reports, 41, a bequest of stock was made to the executors in trust to pay the dividends accruing therefrom to the testator’s nephew J., during his life', "and, as to the principal, in trust for all the brothers and sisters of the said J., who should be living at the time of his death, and the children then living of any of his brothers and sisters, who should previously have departed this life, equally to be divided among such brothers and sisters and children, but so nevertheless'that the children of such deceased brother or sister should take only the share which their parents would have taken if living, which should be equally divided among such children.” The question was whether the daughter of one of J’s brothers, who was dead at the date of the will, should share, and Sir J. Leach, Master of the Rolls, held, she was not entitled, remarking that, " the words used in the first part of the bequest would comprise the claimant, but by the subsequent part of the gift it was expressed that the children of a deceased brother of J. were to take only the share which their parents would have taken if living, by which was to be understood, would have taken under that bequest if living. And the parent of the claimant being [237]*237dead at the time of the making of the will could have taken nothing under that bequest.” In the foregoing eases, the gift to the children of the deceased person, was held to be substitutionary merely, and there being no person living when the will was made, capable of taking as the primary legatee, the gift over to the children failed.

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Bluebook (online)
54 Me. 232, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wheeler-v-allen-me-1866.