158 Mo. App. 400 | Mo. Ct. App. | 1911
George Lich, Sr., died testate in St. Lonis, on the 2d of December, 1891, leaving surviving him four children, namely, Elizabeth, Charles, George, Jr., and Mary, the wife of one Eugene G. Weidner. His last will and testament, which was duly admitted to probate, after providing for the payment of his just debts and funeral expense's, is as follows:
“Second: I have four children, two sons and two daughters, namely, George Lich, Jr., Charles Lich,*408 Elizabeth Lich and Mary Weidner, the wife of Engene G. Weidner; — My daughter, Mary Weidner, has received twenty-five hundred dollars of me, which is to be treated as an advancement, and which sum is to be deducted from her share of my estate, as hereinafter provided.
“Third: I give, devise and.bequeath all my estate of whatever kind and wheresoever situate to my son, George Lich, Jr., and my daughter, Elizabeth Lich, absolutely and in fee. In trust, however, for the following purposes: To hold and manage the same, to invest the personalty and let and lease the realty and collect the income of both, with power to incur all expenses, that they may deem necessary and proper in the management and for preservation of the estate, and with the consent of the rest of my children to improve any part of the property, and they shall semiannually account for, and divide between themselves and my other children, the net income of all my property held under this trust, giving each of them one-fourth part thereof; provided always that my daughter, Mary Weidner, shall not participate in such income until each of my other children shall have received twenty-five hundred dollars from my estate. If so disposed, said trustees may charge reasonable compensation for their services in executing this trust and they shall incur no liability except for the faithful performance of this trust. This trust shall continue so long as any of my children are alive, and upon the death of the last survivor it shall cease, and the estate shall then be divided among the descendants of my said four children, said descendants taking per stirpes and not per capita. It is my wish and purpose that my estate shall be kept together so long as the trust herein created shall continue, but if any time it shall appear to my said trustees to be indispensably necessary and at the same time advantageous to the trust fund to sell any part of my real estate,*409 then said trustees are hereby empowered to sell the same provided that all of my remaining children, then living, shall consent thereto and join in the deed; and the proceeds of such sale or sales shall thereafter be held and managed by said trustees under this trust. All property that my daughters may receive under this will shall be for their sole and separate use, free from any marital rights of their husbands, if married.
“Fourth: I hereby nominate and appoint my son George Lich, Jr., and my daughter, Elizabeth Lich, executors of this will and request that they shall not be required to give any bond as such.
“For the aforesaid advancement of twenty-five hundred dollars to my daughter, Mary Weidner, I hold the note of her husband, Eugene G. Weidner, payable to my order. As soon as the other three children shall have each received twenty-five hundred dollars from the income of my estate as above provided,. the said. Mary Weidner, not having in^the meantime participated in such income, the note of said Eugene G. Weidner shall be deemed to have been paid by the said Mary Weidner and shall be returned tó her.”
Administration having been closed upon the estate, the trustees named took it over and were jointly executing the trust when one of them, George Lich, Jr., died. This trustee was also a son of the testator and one of the beneficiaries named in the will. He died on the 30th of June, 1908, leaving surviving him his widow, Mrs. Sophia Lich, and an only child, Angela M. Lich, a minor, here represented by her mother, who has been appointed her guardian. From the time of the death of George Lich, Jr., the trust has been in the survivor, Elizabeth Lich, a daughter of the testator. On the death of George Lich, Jr., it was claimed for his daughter Angela and her mother that they were entitled to a fourth interest in the net income of the estate before then going to the father and hus
Learned counsel for appellants make-two assignments of error: First, that the court erred in its construction of the will of George Lich, Sr., as authorizing his granddaughter Angela Lich to participate in the income of the trust estate created by the will. Second, that the court erred in declaring that the word “children,” as used in the third paragraph of that will, comprehended the grandchildren of the testator.
The jurisdiction of our circuit courts, as courts of equity, to construe the doubtful provisions of a will, on application either by the trustee named in it, by an executor or administrator acting under it, or by any party or parties in interest, is undoubted. [1 Eed-
By section 583, Revised Statutes 1909, it is provided: “All courts and others concerned in the execution of last wills, shall have due regard to the directions of the will and the true intent and meaning of the testator in all matters brought before them. ’ ’ This has also always been the rule of decision. [Armor v. Frey, supra.] In this last cited case, Judge Fox, speaking for Division No. 2 of our Supreme Court (l. c. 666), lays down what he designates as the three cardinal rules for the interpretation of wills, namely:
“First: The intention of the testator must be ascertained from the whole instrument.
‘ ‘ Second: The words used are to be understood in the sense indicated by the whole instrument.
“Third: That it is the duty of the,courts in the interpretation of last wills to give effect, if possible, to all the clauses of the instrument. In other words, where it is possible to do so, every clause in a will shall have some operation and be effective for some purpose.”
It is further beyond dispute that in construing a will or interpreting the words used therein, the testator is always presumed to have used the words in which he has expressed himself according to their common and primary acceptation, unless from the context of the will it appears that he has used them in a different sense. Prof. Redfield (1 Redfield, 4 Ed., top page 434) states the rule as to the interpretation of words, that they ‘ ‘ are to receive that construction and interpretation, which a long series of decisions has attached to them, unless it is very certain they were
In Glover v. Stillson, 56 Conn. 316, a case cited on another point by counsel for appellants, it is said (l. c. 318): “There are two methods of construing wills; one is to ascertain the intention of the testator and give effect to that so far as it is consistent with the policy of the law. Within those limits all artificial rules of construction must yield to the intent. The other is to apply legal rules and construe the language used accordingly. In the latter case, it cannot be denied that the intention of the testator is often defeated.”
It may be admitted, as contended by learned counsel for appellant, that “the legal import of the word ‘children’ accords with its proper signification;” and it may be conceded that “the term is never extended to include grandchildren, or any person other than immediate descendants in the first degree of -the person named as ancestor, in the absence of something showing a contrary intent.” Counsel have cited a multitude of authorities in support of this very evident proposition. On this predicate it is argued by these same counsel that there is nothing in the context of this will from which the idea can be gathered that the testator here has used the word “children” in any other than in its strict and primary sense, they argu'ing that where his words so interpreted are sensible
We are not advised of the precise nature or value of the property left in trust, beyond the statement in the decree that it consisted of “ a large amount of real estate and personal property.” While the body of the estate, the corpus, which has been placed under the trust, may be a mixed gift, as would seem to be the case here, it is said by Judge Wagner, in Collier’s Will Case, supra (l. c. 323), that the gift being a mixed one, “the rules of law applicable to a devise of realty will apply, though, did it exclusively concern personalty, there would be no essential difference, as a few cases will readily demonstrate.” Estates in personal property are — so far as the nature of the property allows— governed by the same rules as similar estates in real property. [2 Black, Com., *p. 398; 2 Kent Com., Lect. XXXV, *p. 350, par. 3 (14 Ed.).] In the case at bar, these legatees before us took no legal interest in the real property. Their interest in the body of the estate, so far as the matter is now before us for determination, is an equitable one, and equitable estates are governed by the same rules of descent that govern the
It is distinctly set out that the testator gives, devises and bequeaths all of his estate of whatsoever kind and wheresoever situated to his son George Lich, Jr., and his daughter, Elizabeth Lich, “absolutely and in fee. In trust however, for the following purposes; ’ ’ and the trust created and lodged in them by this clause of the will, is to hold .and manage the property, to invest the personalty, to let and lease the realty and collect the income of both, and with the consent “of the rest of my children,” to improve any part of the property and semiannually account for and divide between “themselves and my other children” the net income of all of the property held under this trust, ‘ ‘ giving each of them one-fourth part thereof. ’ ’ Further along in this same third clause it is set out that it is the wish and purpose of the testator that his estate shall be kept together as long as the trust herein created shall continue, and that if the trustees think it proper, and the children then living shall consent thereto, any part of the real estate may be sold, but it then provides that upon that taking place “the proceeds of such sale or sales shall thereafter be held and managed by said trustee under this trust. ’ ’ This is the creation of an active trust; not a passive trust. [Walton v. Drumtra, supra, l. c. 497; Heaton v. Dickson, 153 Mo. App. 312, 133 S. W. 159.] This is the trust with which we have to deal.
Construing this language in its ordinary acceptation and giving to it its ordinary as well as legal
That the testator not only settled a vested interest on these four named children, but that he intended to give to each a one-fourth interest and no more, is, we think, also manifest. Thus it is specifically provided that the advancement of $2500, which was made to the daughter Mary should be deducted out of her one-fourth part of this income — not out of the gross income- — and that she should not participate in the income until each of the other three, children shall have received $2500 from his estate. We take it that this means that the other three children, until this $2500
In the next place, it is here explicitly provided that when the trustees, acting on their judgment and with
The clause of the will providing that the trust shall terminate on the deaths of all four of the children named, has nothing to do with the character of the estate. All that it does is to fix the duration of the trust: that and no more. Referring again to Collier’s Will Case, it is here held that words of similar import to those here used, postponing the division and partition of the body of the estate, do not determine the character of the estate and do not prevent the vesting of the interests of the legatees named in their several shares. Judge Wagner says (l. c. 326): “The testator gives, devises and bequeaths all the rest, residue and remainder of his estate to the trustees, for the uses and purposes expressed. It is immaterial that the money is not to be paid or the property divided till a future period. It is scarcely distinguishable from a bond for the payment of money at a future date. It is debitum in presentí though solvendum in futuro Again quoting from Collier’s Will Case (l. c. 321), and’ as preliminary to the above, that learned judge says: “But there are certain rules of law which have grown up and become firmly fixed in the interpretation of wills, which no court is at liberty to disregard, unless the language of the testator, in making the devise, plainly requires it; and one of these rules is,-, that all estates shall be considered vested rather than contingent,” the effect of which is said to be, “that property which is the subject of any disposition, whether testamentary or otherwise, will belong to the object of the gift immediately on the instrument
“A pecuniary legacy, whether charged on land or not, given to a person in esse simply, i. e., without any postponement of payment, is, of course, vested immediately on the testator’s decease.” [1 Jarman on Wills (6 Am. Ed.), *p. 792.] After illustrating the application of this rule, Mr. Jarman says (*p. 793): “Thus, .even where the payment is made to depend on a contingency, which might, abstractly viewed, appear' to spring from considerations personal to the legatee, as in the case of a sum of money directed to be raised for a person at the age of twenty-one; yet the vesting will take place immediately on the testator’s decease, if such be the declared intention. And if such intention, though not expressly intimated, can be collected from the context, the exclusion- of either rule (that is as to failure and falling in of the legacy) will be no less complete.” [See, also, same author, *p. 795, par. VI.]
The species of estate which each of the four children took was, as at common law, as “tenants per .auter vie.” If any one of these children die before the other three, the estate continues and vests in the personal representatives of the deceased tenant, and so continues until the death of all of the four children of the testator. If the tenant for life has conveyed it away, his grantee will hold it, unaffected by his death. [Tiedeman, Real Property (3 Ed.), secs. 60 to 64.]
Moreover, this was so far a vested interest in one-fourth of the net income as to each child named, that it w;as not only assignable but could be reached by the creditors of each. [Heaton v. Dickson, supra.]
“Descendants is a good term of description in a will and includes all who proceed from the body of the person named; as (children) grandchildren and great grandchildren.” [Black, Law Diet.] As no one can say who will be the descendants of the children when all of the four die, the remainder is a contingent remainder. [Emison v. Whittlesey, 55 Mo. 254, l. c. 258.]
It is finally argued by learned counsel for appellants that by a failure of the testator to provide for what shall happen in case of the death of any one of the four before all of those four are dead, that the law relating to cross executory limitations among living tenants comes into play; that where there is a gift to several named persons for their respective lives, as tenants in common, and a gift over after the death of the survivor, that the law implies cross execu-
It is manifest throughout this will that the testator looked to the division of the income of his estate, during the existence of the trust, into four equal parts, and while the estate was to be kept together during the trust, on the termination of the trust the estate was to be divided into four equal parts; even then it was not to go to the heirs generally of the children, but to the descendants of the four children “per stirpes and not per capita,” each “stirpes” taking
In the Collier Will Case, supra, it was contended that as there was no devise over of the respective interests which were given to each of the four children named, it showed the purpose of the testator to be that the devisees should not receive their shares in any and all events. Judge Wagner says that if that were so as to this will and no interest had vested, it would follow that if any of the devisees died before the one named attained the age of twenty-one years (the duration of the trust being fixed until that one attained that age) leaving children, those children of the devisees would be wholly unprovided for. This is the precise contention that is here made. Answering that contention, however, Judge Wagner says (page 326), that the court will not believe such to have been the intention of the testator. “Parents are not generally actuated by such intentions, and unless they are apparent and unmistakable, such intentions will not be ascribed to them.” See also Cowles v. Cowles, 56 Conn. 240, l. c. 248, where the Supreme Court of Connecticut said practically the same thing.
It is true that in this will, as in the Collier will and that construed in Cowles v. Cowles, supra, there is no mention of grandchildren. None was necessary, if a vested interest was in the child — the parent. So
If we are to assume that the testator purposely omitted to name the children of his children — his grandchildren — with the idea and intent that on the death of one or more of his own children, the share of the one dying before the death of all was to revert to the surviving children to the exclusion of the children of his own children, we must impute to him a lack of that natural affection of one for his own, as said in the Collier and Cowles cases, and we know that the common law of nature is exactly opposite; that is, the rule is general that the affectionate leanings and solicitude of the grandparent is apt to be stronger to the grandchild than to his own child. As said in Collier’s Will Case, supra, l. c. 327, of that will, so it is true, of this: “There is nothing to indicate that the testator intended to exclude a child from partition by death, for there is no such expression in his will, nor is there any devise over in view of such an event.”'
In brief, treating this will as a whole, interpreting it as a whole, it is clear that the intention of this testator, as manifested throughout, is, that during the-lives of all four of his children, his whole property is to be kept together as one body; the income only is to be divided; each of the testator’s four children had a vested interest in one-fourth of the income and profit during the life of the trust, that interest continuing not for the life of each merely but for the life of the survivor of the four, and vesting immediately on the death of the testator. We can read this will in no other way. It does not present a case to which the doctrine of cross executory limitations has any applica
We construe this clause of the will to mean that when and as each of the four children of the testator dies, until the death of the last of the four, that child dying intestate, the one-fourth of the income vested in that child descends as provided by law in case of the personal property of the estate of that child, to be disposed of as provided by law.
In the case at bar the trial court found that the widow of George Lich, Jr., took no interest in the estate of her husband. While the widow did not appeal, the trustee by appeal has brought up the whole will for our construction. We'must construe it irrespective of the action of the trial court. No agreement of parties as to the matter of law can conclude this or any court. [Aubuchon v. Bender, 44 Mo. 560, l. c. 570.] The right of the widow, her husband dying and leaving children, under section 349, Revised Statutes 1909, to take a child’s part, is one which is so absolute that she takes it even without election. [Hayden’s Admr. v. Hayden’s Admr., 23 Mo. 398.] Her husband cannot, by any fraudulent contrivance, divest her of it. [Rice v. Waddill, 168 Mo. 99, 67 S. W. 605.]
We are not advised of the condition of the estate of George Lich, Jr., hence we make no order, and the circuit court will make none, as to the distribution of this estate, leaving it to be hereafter determined between the trustee and the representatives of George Lich, Jr., in court and by a proper action if necessary, on the facts as they may be and on the law. What we do determine, however, is that there are no facts here presented to us which justify exclusion of the widow and that part of the finding and decree is disapproved. It may be that the widow has lost her right, as she may do, by her own act of renunciation or otherwise. It may be that no administration of the estate of
We have given our construction of this will. That construction will be followed in the administration of this share of this decedent, George Lich, Jr.
The circuit court further erred in finding that at the termination of the trust Angela Lich, the daughter of George Lich, Jr., “shall and will he seized and possessed of and become the owner of the one-fourth interest in said trust property.” That is disapproved. The circuit court should have made no such finding or order in this case, nor do we give any direction as to what shall be done when the time for ultimate distribution of the estate arrives. As said in Draycoot v. Wood, 8 L. T., N. S. (March-September, 1863) 304, l. c. 305, “it was a very unusual thing to make a declaration of an interest ulterior to an existing life-interest.” [See, also, Cowles v. Cowles, supra, l. c. 249.]
The judgment of the circuit court is reversed and the cause remanded with directions to the court to enter up a decree construing the will as here indicated. It is further ordered that the costs of this appeal be taxed against appellants, payable out of the trust estate.