Williams v. Welch

265 N.E.2d 854, 358 Mass. 514, 1970 Mass. LEXIS 763
CourtMassachusetts Supreme Judicial Court
DecidedDecember 30, 1970
StatusPublished

This text of 265 N.E.2d 854 (Williams v. Welch) 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
Williams v. Welch, 265 N.E.2d 854, 358 Mass. 514, 1970 Mass. LEXIS 763 (Mass. 1970).

Opinion

Kirk, J.

This is a petition for instructions in the Probate Court of Plymouth County by the trustees under the will of Susan Barnard. The trustees seek to determine whether trust assets held under the provisions of the testatrix’s will should be distributed to the heirs at law by blood of the testatrix’s granddaughter, Mary Curtis, or to the executors of the estate of Mary Curtis. The probate judge by decree directed that the trust assets be distributed to Mary’s heirs at law by blood. Mary’s heirs at law by blood ask that the decree be affirmed. The executors of Mary’s will appealed.

Susan Barnard died in 1899. In her will, she created, inter alla, two separate similar trusts. One was for her son, Charles Barnard. The other was for her granddaughter, Mary Curtis. The trust assets which are the subject of the present dispute are held under the provisions of the trust created for Charles. In the will the trust is designated “A” under article Fourth and provides as follows: “A. To hold, manage, and keep invested one-third part of . . . [the residue of the testatrix’s estate] for and during the life of my son Charles Inman Barnard: to pay the net income of such one-third in strict trust to my son Charles Inman Barnard for and during his life. And at and upon his decease, to transfer, pay over and convey the Trust fund theretofore held for his benefit, to and among, or for the benefit of, his issue and widow if any, in such parts and proportions [516]*516and upon such terms and limitation as he by his last will lawfully established may direct and appoint; provided, however, that he shall have no power to devise to Ms widow any larger interest or estate in said Trust property, than one-half of¿the income thereof, to be enjoyed by her during her life and widowhood. In default of such will, then to transfer, pay over and convey said share to Ms lawful issue, if any, then living, in equal shares, one share for each cMld of his then living and one share for the issue by representation whether of different degrees or not, then living of any cMld of Ms then deceased. In default of such issue, then to transfer, pay over and convey the same to his heirs-at-law by blood: provided, that any portion so coming ... to my granddaughter Mary shall not be paid to .. . her, but shall be added to and form a part of the Trust fund hereby created for my said . . . granddaughter ...” (emphasis supplied).

Under the terms of tMs trust, Charles Barnard was to receive the income from the trust fund for Ms life and had the special power to direct the disposition of the corpus to and among Ms issue. In addition, he could appoint to Ms widow a life interest in the income of one-half of the principal. In default of a will appointing the property, the trustees were directed to distribute to the beneficiary’s issue by right of representation. In default of issue, the trustees were directed to distribute to Charles’s heirs at law by blood with the proviso that any portion of the fund going to Mary, the testatrix’s granddaughter (and Charles’s niece), was not to be paid directly to her but was to go into the trust created for her.

The trust created for Mary, designated “C” under article Fourth in the will, was essentially identical to the one created for Charles. It provides for a similar special power of appointment and has a proviso that any portion of her fund going to Charles was not to be paid directly to Mm but was to go into the trust created for Mm.

Charles died testate in 1942. He left a widow, Jeanne Barnard, but no issue surviving Mm. Mary Curtis was Ms sole heir at law by blood. In Ms will, Charles exercised Ms [517]*517power to appoint the income of one-half of bis trust fund to his widow for her life. The other hah of the principal was distributed to the trust fund held for the benefit of Mary, since Mary was Charles’s only heir at law by blood.

Mary died testate in 1956 without issue or husband surviving her. She did not exercise the power of appointment in her trust. Her trust fund, including the one-half portion she received from the trust created for Charles was distributed pursuant to the provisions of her trust to her heirs at law by blood.

The income of the other one-half portion of Charles’s trust was paid to his widow until her death in 1967. This one-half portion is now available for distribution and is the subject of the petition for instructions. Since Mary was Charles’s sole heir at law by blood, such portion must either be paid to Mary’s estate and be distributed by her executors or it must be added to the trust created for her and be distributed to her heirs at law by blood as was the other half portion which was distributed when she died in 1956. In order to determine the proper distributees, we must decide (1) when the one-half portion reserved for the payment of income to Charles’s widow vested, and (2) whether the proviso in the trust created for Charles (that any portion “coming to . . . Mary” should not be paid directly to her but should be added to the trust created for her) was still operative when Charles’s widow died. The probate judge decreed that the reserved portion should be added to the trust created for Mary and be distributed to her heirs at law by blood.

The judge was right. There is no language in Susan Barnard’s will manifesting an intention that the gift over to Charles’s heirs at law by blood, in this case Mary Curtis, be contingent. None of the parties to the litigation contends otherwise. All agree that the entire gift vested upon Charles’s death. The executors of Mary’s will argue, however, that the one-half portion in which Charles’s widow had a life interest vested directly in Mary as Charles’s sole heir and that the proviso under which it would have been [518]*518added to Mary’s trust was no longer operative on the death of Charles’s widow, when such portion was available for distribution. The heirs at law by blood assert that this portion vested completely in Mary’s trust, that it is irrelevant that Mary died before Charles’s widow, and that the proviso in the trust created for Charles controls the disposition of this portion and clearly indicates the intention of the testatrix to keep this portion within the family blood line.

It is clear that when Charles died without issue the proviso in the trust created for him governed the disposition of the portion he did not reserve for the benefit of his widow. This portion indisputably vested in Mary’s trust. We think it is also clear that a power given to Charles to appoint income to his widow for her life cannot control the ultimate disposition of the Éalf of the principal reserved for her benefit. The language of the will is unequivocal. The testatrix clearly intended “. . . that any portion so coming . . . to my granddaughter Mary shall not be paid to . . . her, but shall be added to and form a part of the Trust fund hereby created for my said . . . granddaughter.”

The fact that Mary, as the remainderman, died before the second life tenant, Charles’s widow, does not affect the operation of the proviso. It is a fundamental rule that a transfer of property to A for life, to B for life, and remainder to C vests upon the creation of the interest and goes to C whether or not C is living when the property vests in possession. Stone v. Bradlee, 183 Mass. 165, 171-172. Bosworth v. Stockbridge, 189 Mass. 266, 267-268. Nickerson v. Harding, 267 Mass. 203, 207.

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Cite This Page — Counsel Stack

Bluebook (online)
265 N.E.2d 854, 358 Mass. 514, 1970 Mass. LEXIS 763, Counsel Stack Legal Research, https://law.counselstack.com/opinion/williams-v-welch-mass-1970.