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Andreas Blume & another, trustees, vs. Katharine L. Kimball & others

Massachusetts Supreme Judicial Court1916-01-10
222 Mass. 412

Summary

Holding. The trial court's decree was affirmed. The real estate was to be divided among those who would have been the testator's heirs under the rules of law as they stood at his death, not as they stood when the last surviving child died.

The trustees of David Fullam's estate sought instruction on how to distribute real property after the death of Fullam's last surviving child in 1914. Specifically, they needed to know whether the property should pass to those who would have been Fullam's heirs at his death, or to those who qualified as heirs at the time of the final distribution in 1914. The court applied the settled rule of construction favoring vested estates over contingent ones, holding that absent clear language indicating otherwise, property given by will vests immediately rather than remaining contingent on future events.

The court found nothing in Fullam's will suggesting he intended the real estate to remain contingent until his last child's death. The testator's primary goal was providing income support for his widow and children during their lifetimes through the trust arrangement, which allowed each child to sell or mortgage their share if needed. The creation of life estates for the children did not signal an intention to withhold their ultimate inheritance as his heirs. Accordingly, the property would pass according to the rules of intestate succession applicable at Fullam's original death, not at the 1914 distribution date.

Summary generated by law.co from the public-domain opinion. The opinion text itself is public domain.

Key issues

  • Timing of heirship determination in will construction
  • Vested versus contingent estate interpretation
  • Testator's intent inferred from will language and overall purpose

Procedural posture

The trustees filed a bill for instructions in the Probate Court seeking guidance on distributing the testator's real estate, and the appeal concerns the court's answer to the first of three questions posed.

Authorities cited

No cited authorities resolved to law.co cases yet.

Opinion

majority opinion

De Courcy, J.

The ninth clause of the will of David Fullam is as follows: “I do hereby give, devise and bequeath my estates in Bowdoin Square, and in Hawkins Street and in Shawmut Avenue, all in the City of Boston, and all other real estate of which I may die seized or possessed of, in said City of Boston, to my sons James F. Fullam and George J. Fullam, in trust, to manage the same to the best of their judgment, and to collect and receive all the rents and income from the same, and from such receipts to pay all the necessary expenses, taxes, insurance, repairs and the like; and then to divide the surplus into shares, and pay over said shares, as is provided in articles sixth and seventh, until the decease of my last surviving child, after which my said real estate shall be divided among my legal heirs according to the rules of law.” George J. Fullam, the last survivor of the six children of the testator, died on June 26, 1914.

The question before us, on the trustees’ bill for instructions, is whether the testator intended that the estate should be divided among those who were his heirs, accurately speaking, that is those persons who would have taken his real estate as. of the time of his death if he had died intestate, — or among those who would have been his heirs if he had died in 1914, — the time of the death of his last surviving child, when the estate was to be divided. See Welch v. Blanchard, 208 Mass. 523.

“The general rule is familiar, that in cases of doubt in the construction of wills the law favors the creation of vested rather than contingent estates. Speaking more specifically, in the language of Mr. Justice Gray in McArthur v. Scott, 113 U. S. 340, 378, ‘It has long been a settled rule of construction in the courts of England and America that estates, legal or equitable, given by will, should always be regarded as vesting immediately, unless the testator has by very clear words manifested an intention that they should be contingent upon a future event.’ This is the law of Massachusetts, controlling the later as well as the earlier decisions.” Knowlton, C. J., in Bosworth v. Stockbridge, 189 Mass. 266, 267. See also Jewett v. Jewett, 200 Mass. 310, and cases cited; Upham v. Parker, 220 Mass. 454.

This rule of interpretation must yield of course, where it appears with reasonable certainty from the whole will that the testator intended that the estate should not vest until the death of the life tenant. Boston Safe Deposit & Trust Co. v. Blanchard, 196 Mass. 35. White v. Underwood, 215 Mass. 299. In our opinion no such intention is manifested in the will of Mr. Fullam. He had it in mind only to provide for his widow, children, and the issue of any child that might pre-decease him. In addition to specific bequests, he assured for them an income by placing the real estate in the hands of trustees, while leaving each child free to sell or mortgage his or her share, if deemed necessary. As was said in Abbott v. Bradstreet, 3 Allen, 587, 593, “We think the intent of the testator was to appropriate the income of his estate to the support of his surviving children so long as any of them should live, and that beyond that he had no purpose to make any testamentary disposition.” See Whall v. Converse, 146 Mass. 345, 348. The fact that life estates were given to his children does not manifest an intention that these same children should not finally take as his heirs. Jewett v. Jewett, ubi supra.

No appeal was taken from the decree of the Probate Court on the second and third questions propounded by the trustees, and those questions are not before us. It follows that the decree of the Probate Court must be affirmed, with costs of the appeal. Ball v. Holland, 189 Mass. 369.

Decree accordingly.