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Hall v. Hall

Francis A. Hall & another v. Lydia Y. Hall & others

Hall v. Hall, 123 Mass. 120 (1877)
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Court
Massachusetts Supreme Judicial Court · State Highest Courts
Decided
September 6, 1877
Judges
Morton
Citations
123 Mass. 1201877 Mass. LEXIS 223
Headnotes
A testator, whose daughter (who was forty-six years of age and had been a widow for four years prior to the date of the will) and her children survived him, by his will bequeathed a certain sum in trust “ to accumulate until my said grandchildren last mentioned respectively attain the age of thirty-five years, when a proportionate part of said fund and accumulation (dividing by the number of said grandchildren then living who shall not have received their share) is to be paid over to each of them; and in case of the last beneficiary, before attaining the age of thirty-five years, I direct that the remainder of said fund and accumulation be considered as part of the residue of my estate.” The will contained no prior mention of any grandchildren. Held, that unless the words “ said ” and “ last mentioned ” were rejected, the bequest was void for uncertainty; that, if rejected, the bequest was void for remoteness; and that the residuary legatee was entitled to the fund.
Summary
Bill in equity by Francis A. Hall and Henry A. Whitney, executors of, and trustees under, the will of Andrew T. Hall, to obtain the instructions of the court. The will, dated July 9, 1875, and admitted to probate January 3,1876, after bequeathing and devising the residue of the testator’s estate to his wife for life, and, after her death, to his daughter absolutely, contained, besides other provisions not material to be stated, the following: “ I also give and bequeath to the said Francis A. Hall and Henry Austin Whitney, if they or either of them shall be living at the time of my decease, the sum of five thousand dollars, in trust. The whole shall form a fund which shall properly be invested, and to accumulate until my said grandchildren last mentioned respectively attain the age thirty-five years, when a proportionate part of said fund and accumulation (dividing by the number of said grandchildren then living who shall not have received their share) is to be paid over to each of them ; and in case of the last beneficiary, before attaining the age of thirty-five years, I direct that the remainder of said fund and accumulation be considered as part of the residue of my estate, and be subject to the disposition of the same heretofore made.” The will contained no prior mention of any grandchildren. The bill alleged, and the answers admitted, that the testator died on November 22, 1875, leaving a widow, Lydia Y. Hall, a daughter, Mary A. H. Munroe, who was born on or about August 19, 1829, and was a widow, (her husband having died in December, 1870,) and seven grandchildren, and presented the question whether the bequest to the executors as trustees was not void for uncertainty and remoteness. Hearing upon the bill and answers before Devens, J., who reserved the case for the consideration of the full court.

Syllabus and headnotes are prepared by the reporter or publisher, not the court, and are not part of the opinion.

Opinion of the Court — Morton

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Morton, J.

Before the clause presented for our consideration, the will makes no mention of any grandchildren. The clause is, therefore, void for an uncertainty, or the words “ said ” and ‘ last mentioned ” must be rejected as inadvertently usedj *124 and the clause be construed as a bequest to his grandchildren as a class. Adopting the latter construction, as most favorable to the grandchildren, and as most probably carrying out the intentions of the testator, the question is presented whether the bequest is void because it violates the rule against perpetuities.

It is a testamentary gift to a class of persons, which is made by the testator to take effect at a period beyond the time of his death; and the general rule applies, that those who come within the description, before the period or event upon which the gift is to take effect or the distribution is to be made, will be included as within the probable intention of the testator. Therefore any grandchild of the testator who might be born after his death would be entitled to a share of the fund. Fosdick v. Fosdick, 6 Allen, 41 , and cases cited. Worcester v. Worcester, 101 Mass. 128 . Hatfield v. Sohier, 114 Mass. 48 . And we are of opinion that under this bequest the grandchildren of the testator take contingent interests, which do not vest until they respectively arrive at the age of thirty-five years. There is no provision for their maintenance, or for any enjoyment by them of the principal or income of the trust fund, until they reach the prescribed age; the accumulations accrue after the death of the testator, and could not vest at that time ; the persons who are to take at the period of distribution and the amounts to which they may be entitled are uncertain; and the clause contains a gift over in case the last surviving grandchild shall die before reaching the age of thirty-five years. All these considerations point to the conclusion that it was the intention of the testator that the interests of the grandchildren should not vest until the contingency of their arriving respectively at the prescribed age should happen.

This being so, the gift is void for remoteness. The rule is that executory limitations are void unless they take effect ex necessitate and in all possible contingencies within the period of a life or lives in being at the death of the testator and twenty-one years afterwards. Sears v. Putnam, 102 Mass. 5 , and cases cited.

In the case at bar, at the death of the testator, it was possible that his widowed daughter might marry again and have a child, and that the daughter and all the grandchildren of the testator living at his death might die, and that these events might happen before the oldest grandchild reached the age of thirty-five years, *125 or even within one or two years of the death of the testator. In this contingency the' after-born grandchild would be the sole beneficiary entitled to the trust fund, and it would not vest in him until he arrived at the age of thirty-five years. Therefore the fund might be inalienable for a period longer than any life in being at the death of the testator and twenty-one years in addition, and the bequest is void under the rule against perpetuities. Thorndike v. Loring, 15 Gray, 391 .

This bequest being void, it is clear that the sum bequeathed falls within the residuary devise and bequest to the widow of the testator, and should be paid to her as a part of the residue.

Decree accordingly.

How later courts describe this case

Explanatory parentheticals written by citing courts — 2 in all; the most informative distinct ones are shown.

Cited by 26 cases

View all citing references →
1878–1879: 11880–1881: 11884–1885: 11888–1889: 21892–1893: 11896–1897: 21898–1899: 21900–1901: 11904–1905: 11906–1907: 21916–1917: 11918–1919: 21922–1923: 11926–1927: 11928–1929: 11950–1951: 11952–1953: 11958–1959: 11962–1963: 11988–1989: 218782026peak 1888 · 2

Relies on it most ⓘ

  1. Hale v. Hobson45 N.E. 913 (Mass. 1897)
  2. Hills v. Simonds125 Mass. 536 (1878)
  3. Sears v. Coolidge108 N.E.2d 563 (Mass. 1952)
  4. Woodard v. Woodard184 Iowa 1178 (1918)
  5. Estate of Langdon4 Coffey 357 (Cal. Supp. Ct. (San Francisco) 1899)
  6. Fowler v. Duhme42 N.E. 623 (Ind. 1896)

Most recent

  1. Continental Cablevision of New England, Inc. v. United Broadcasting Co.873 F.2d 717 (4th Cir. 1989)
  2. Dewire v. Haveles534 N.E.2d 782 (Mass. 1989)
  3. Watson v. Goldthwaite184 N.E.2d 340 (Mass. 1962)
  4. New England Trust Co. v. Sanger149 N.E.2d 598 (Mass. 1958)
  5. Sears v. Coolidge108 N.E.2d 563 (Mass. 1952)
  6. B. M. C. Durfee Trust Co. v. Taylor89 N.E.2d 777 (Mass. 1950)

Citing references are not a citator: they show that a later opinion cites this case, not whether it followed, distinguished, or overruled it. Check negative history before relying on this case.

Authorities cited 4

DepthCaseCited by
Miller v. Ewing, 60 Mass. 34 (1850) 54
Sears v. Putnam, 102 Mass. 5 (1869) 27
Hatfield v. Sohier, 114 Mass. 48 (1873) 18
Worcester v. Worcester, 101 Mass. 128 (1869) 12

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