Wilson v. Barnes

169 A. 791, 166 Md. 64, 1934 Md. LEXIS 9
CourtCourt of Appeals of Maryland
DecidedJanuary 10, 1934
Docket[No. 52, October Term, 1933.]
StatusPublished
Cited by1 cases

This text of 169 A. 791 (Wilson v. Barnes) 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
Wilson v. Barnes, 169 A. 791, 166 Md. 64, 1934 Md. LEXIS 9 (Md. 1934).

Opinion

*65 Pattison, J.,

delivered the opinion of the Court.

In the early part of the year 1921, Ella L. Wilson, of Worcester County, Maryland, died seised and possessed of considerable real and personal property, after first having made her last will and testament, in which are found the following provisions:

“Item 1. My home, by which I mean my house and lot in Pocomoke City, Maryland, bounded by Market, Second and Yine Streets and on the northwest by the Lloyd lot, I give and devise unto my daughter, Annie K. Barnes, my daughter, Ella M. Wilson, my son John Francis Wilson, and my grandson, Wilson King Barnes, son of the above named Annie K. Barnes, to have to hold the same as tenants in common, in fee simple; hut, as I dispose of this property in this manner mainly for the purpose of having this house and lot preserved and kept intact as long as possible after my death as a home for my children and grandchild, above named, the said property, nor any part thereof, nor any right, share or interest therein, shall be sold or conveyed away by my said devisees, or any or either of them, or the heir or heirs of either of them, during the lifetime of either of my said devisees. And either or any of my said devisees, or their heirs, attempting to sell, grant or convey the same during the time specified shall forfeit their respective share, shares or interest therein. And if either or any of said devisees shall attempt to annul or set aside this will, he, she or they shall forfeit all devises and legacies to him, her or them hereunder.”
“Item 4. It is my purpose to so fix the life insurance on my life, either by assigning the same or by having a beneficiary specially named in each policy, that by far the most of said insurance money will not come into or become a part of my estate, hut will he paid to the respective beneficiaries direct. A few of my policies, however, I shall leave payable to my executors, administrators or assigns; and I do so for the express purpose of creating a fund for the payment of my debts and a trust fund to aid in keeping up the *66 expense of maintaining the house and lot in Pocomoke City, Maryland, wherein I now reside (it being the same property devised in Item 1 above) for a reasonable time in the future as u home for my children.
Therefore, after the payment of my just debts I give and bequeath all the life insurance money which shall come into my estate from policies on my life, not to exceed, however, the sum of fifteen thousand dollars ($15,000.00), to John Erancis Wilson and Wilson King Barnes, above named, in trust and confidence, however, to invest and reinvest the same from time to time in securities deemed safe, but interest bearing, and to apply the income derived therefrom, less the usual commissions, at-least yearly, but if practical of tener, to the payment, so far as said income will go, of the taxes, insurance, repairs and upkeep of my said home house and lot, in Pocomoke City, so long as, and only so long as any two persons of the above mentioned Annie K. Barnes, Ella M. Wilson, John Erancis Wilson and Wilson King Bames shall survive and be living; and upon the death of the third to die of the said four persons to pay over the entire corpus of said trust fund, including any accrued interest or income therefrom, to the last survivor of the said four persons, and the heirs of the other three of the said four persons, in equal shares, per stirpes (not per capita), in whom the said trust fund shall vest absolutely in possession and the trust be terminated.”

On September 20th, 1932, John Erancis Wilson and wife, the appellants, filed their bill asking for the sale of the lands mentioned in Item 1 of the will of Ella L. Wilson, for the purpose of partition. A demurrer was filed to the bill by the appellees Annie K. Barnes, Ella M. Wilson, and Wilson K. Barnes, individually and as- trustee under the- will o-f Ella J. Wilson, deceased. The court sustained the demurrer and dismissed the -bill. It is from that action of the court that the appeal in this case was taken.

The application fo-r the sale o-f the property for the purpose of partition was made upon the assumption that the restric *67 tions following the devise in fee simple were repugnant to the nature, and quality of that estate, and the restrictions null and void.

The appellees contend that the restriction or provision that the property devised, a house and lot in Pocomoke City, should be “preserved and kept intact as long as possible,” after the testator’s death, or so long as any of the devisees should be living, “as a home for her children and grandchild,” and that the prohibition against the sale by any of the devisees of any of their shares therein during the period of time mentioned, do not fall within the principle of law governing and controlling the disposition of estates by deed or will in cases of repugnancy.

It is said by Mr. Miller, in his work entitled Construction of Wills, page 858, sec. 306: “In several cases testators have provided that persons designated by them should have a home upon lands devised by them; or that such persons should have a support from the devisee or the property devised. In these cases questions have arisen as to the nature of the rights given and duties imposed by the testator; and it is in general held that such a right is a charge upon the land devised. The charge is in force not only while the land is in possession of the original devisee, but follows the land through all subsequent alienations.” See Donnelly v. Edelen, 40 Md. 117, 121; Meakin v. Duvall, 43 Md. 372, 378; Ogle v. Tayloe, 49 Md. 158, 173; Gardenville Assn. v. Walker, 52 Md. 452, 454; Downes v. Long, 79 Md. 382, 387, 29 A. 827; Rebecca Owings’ Case, 1 Bland, 290, 296; In re Ritter, 148 Md. 127, 137, 128 A. 765. This is now the well-established law of this state.

In this case, however, there is the additional provision in the nature of a repugnancy which prohibits the alienation by any of the devisees of his or her share in the estate devised in fee during the period stated in the will. This provision of the will, the appellants contend, is null and void because in restraint of alienation.

The intention of the testator as to the disposition of her estate is made clear by the language used. It was her will *68

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Bluebook (online)
169 A. 791, 166 Md. 64, 1934 Md. LEXIS 9, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wilson-v-barnes-md-1934.