Estate of Langdon
Opinion of the Court
The final account' of the executors herein and the petition for final distribution of the estate were submitted together. Ellen Ivers, Robert F. Mullins and James Mullins filed exceptions to the final account, and an answer to the petition for distribution. On the hearing, the executors presented a supplemental account of their transactions since the date of the final account. No éxceptions were taken to the supplemental account.
The only exception to the account relied on at the hearing was as to an alleged indebtedness of the ten thousand dollars from. Margaret Irvine to the deceased. The evidence as to this alleged indebtedness is conflicting; but it is not necessary to make any finding on the subject. The estate is not in debt' and is ready for final distribution, and the indebtedness, if it existed, could be distributed with the residue of the estate, and therefore would constitute no ground for refusing to settle the account. Moreover, as hereinafter stated, the parties excepting have no interest in the estate, and their exceptions cannot be considered by the court.
The answer to the petition for distribution does not deny any of the facts alleged in the petition; but takes issue as to the construction of the will insisted on by petitioners.
The question involved is as to the construction of the residuary clause—it being contended by the petitioners that the persons named in that clause take as a class, and that' the survivors therefore take the whole; while the heirs contend that the residue of the estate was left to those persons individually and not as a class; that t'he share given to Fred
As the testatrix clearly evinced her intention to dispose of her whole estate, the will should, if reasonably possible, be so construed as to avoid an intestacy as to any portion of her property.
The true construction of the residuary clause is that the testatrix devised and bequeathed the residue of her estate to the children of her sister, Margaret Irvine, as a class, and that the property therefore vests in the survivors of that class.
To each of her .three brothers, two of whom are contestants here, the testatrix bequeathed the sum of five dollars ($5). This was equivalent to words of express disinheritance. To her sister, Ellen Ivers, contestant here, she left a sum, in trúst, however, for her son, and made no provision for her. This likewise amounts to an express disinheritance. To her sister Kate Fitzgerald, who does not oppose the petition, she left six thousand dollars ($6,000). Her only other sister, Margaret Irvine, is not mentioned in the will. The persons named in the residuary clause are the sons of Margaret Irvine, and are described by the testatrix as her nephews.
It would seem clear from these circumstances; that in the mind of the testatrix her relatives were divided into classes. Her brothers she treated ás a class to whom she intended to give no part of her estate. She intended to give nothing to Ellen Ivers, placing her son in her stead. For her sister Kate Fitzgerald she made a special provision. In grouping together the children of Margaret Irvine, the testatrix evidently thought of them as the children of their mother, and therefore as constituting a class by themselves. According to the authorities, the gift to them must' therefore be held to have been made to them in that capacity, and especially so as the plain intention of the testatrix would be defeated by giving any portion of her estate to these contestants.
An order will therefore be made settling and allowing the final account as presented, and granting thé petition for distribution.
DEVISES AND BEQUESTS TO PERSONS CONSTITUTING A CLASS.
A Testamentary Gift to a Class Includes every person answering the description at the testator’s death; but when the possession is postponed- to a future period, it includes also all persons coming within the description before the time to which possession is postponed. This is the rule declared by statute in many states. Where a gift is made simply to two or more individuals, then it is not a “class,” within the meaning of the word as here used. But it sometimes occurs that the will names both the individuals and the class, in which case courts may experience some difSculty in determining whether the gift is to the individuals or to the class. Prima facie, however, a gift to a number of persons designated by name, and further described by reference to a class to which they belong, is deemed a distributive gift, rather than a gift to a class. Hence, if one of the beneficiaries dies before the testator, there is no right of survivorship to the others. A child conceived before, but not born until after, the testator’s death, or any other period when a disposition to a class vests in right or in possession, takes, if answering to the description of the class: 1 Boss on Probate Law and Practice, 89, 90.
Generally speaking, a gift to a number of persons not named, but answering a general description, is a gift to them as a class. What persons constitute the class is to be ascertained when the time comes at which the gift takes effect: Delinger’s Estate, 170 Pa. 104, 32 Atl. 573. Care must be taken to observe whether a gift is in reality one to a class, or whether it is to specific persons or sets of persons though designated by some general name, as “children.” “In legal language, the question whether a gift is one to a class depends not upon these considerations, but upon the mode of gift itself, namely, that it is a gift of an aggregate sum to a body of persons uncertain in number at the time of the gift, to be ascertained at a future time, and who are all to take in equal or in some other definite proportions, the share of each being dependent for its amount upon the ultimate number of persons”: 1 Jarman on Wills, 232.
Survivorship in a class is usually construed with reference to the death of the testator, so as to give the representatives of such of the class as die after the testator the right to a share of the devise or bequest to the class: Mowatt v. Carow, 7 Paige, 328, 32 Am. Dec. 641. If the gift is immediate, this is necessarily so. If the gift is contingent, -survivorship is reckoned from the happening of the contingency. If the gift is vested, with payment postponed until a future time, survivorship dates from the death of the testator, but members of the class born after the death of the testator and prior to the time of distribution may share.
The will may speak from the date of its execution, however, if there is a clear intent that it shall so do, in which case the members of a class wjio take will be ascertained as of the date of the making of the will: Morse v. Mason, 11 Allen, 36. The general rule holds good though there may be a gift over in default of children or in case children die under age, and this does not have the effect of enlarging the class: Davidson v. Dallas, 14 Ves. 576; Chasmar v. Bucken, 37 N. J. Eq. 415.
Where the gift is immediate, and there are no children in being at the time of the testator’s death belonging to the particular class of beneficiaries, the gift does not lapse, but all children answering the description born at any time afterward are entitled to take: Weld v. Bradbury, 2 Vern. 705; Shepherd v. Ingram, 1 Amb. 448. Where a gift is made of the income of property, only those members of a class take who were in existence at the death of the testator: In re Powell, [1898] 1 Ch. 227.
In general, the same rule of construction applies to deeds as to wills, with the exception that a more liberal construction is given to wills in favor of persons not born. Hence, a deed to the heirs of B contemplates the children of B in existence at the date of the execution and delivery of the deed, and children of B subsequently born take no interest thereunder: Tharp v. Yarbrough, 79 Ga. 382, 11 Am. St. Rep. 439, 4 S. E. 915.
Immediate Gift—Children “en Ventre.”—Under a devise to all the children of A, a posthumous child is entitled to take. This was definitely settled by the case of Doe v. Clarke, 2 H. Black. 399, where, under a gift to A and to all his children living at his death, a child born seven months after his death was allowed to take: See, also, Clarke v. Blake, 2 Ves. 673. The rule is now uniform
A will must be construed according to the intention of the testator, and if it shows a clear intent to exclude children en ventre sa mere, such children must be denied a right to share in the distribution of the estate: In re Emery’s Estate, 3 Ch. Div. 300; Starling v. Price, 16 Ohio St. 29.
Illegitimate Children.—Generally speaking, a gift to children includes only those who are legitimate, upon the legal principle that illegitimate children have no parent and cannot be designated by a relation they do not sustain. This general rule, however, yields to that fundamental rule in the interpretation of wills, viz., that every will should be interpreted in accordance with the intention of the testator. Hence, if that intent clearly indicates that illegitimate children should share in his estate, courts will decree accordingly. This was so held in Sullivan v. Parker, 113 N. C. 301, 18 S. E. 347, where the testatrix devised property to “all the children of her [daughter’s] body,” and the testatrix, -at the time of the making of the will, was living with her daughter and her supposed husband, by whom she had had four illegitimate children. The same rule was applied in Re Harrison, [1894] 1 Ch. 561, the children of testator’s daughter being allowed to share in the estate, although illegitimate, when the daughter was described as the wife of one H., with whom she was living to the knowledge of the testator, and by whom she had had the children in question.
Where children are legitimatized by a subsequent marriage of their parents, they will be allowed to take, under a statute giving them such a right: Smith v. Lansing, 24 Misc. Rep. 566, 53 N. Y. Supp. 633. In England, while children wbo have been made legitimate by a subsequent marriage of their parents may take real property under a will devising property to “children,” they cannot take if the deceased dies intestate: In re Grey’s Trusts, [1892] 3 Ch. 88. An
Where Distribution Postponed until Termination of Precedent Interest.—Where a particular estate or interest is carved out, with a gift over to the children of the person taking that interest, or the children of any other person, such gift will embrace not only the persons living at the death of the testator, but all who may subsequently come into existence before the period of distribution. This rule is also firmly established and universally recognized. It is only in the application of the rule that any difficulty arises: Ayton v. Ayton, 1 Cox, 327; Moore v. Dimond, 5 R. I. 121; Jones’ Appeal, 48 Conn. 60; Webster v. Welton, 53 Conn. 183, 1 Atl. 633; Handberry v. Doolittle, 38 Ill. 202; Ridgeway v. Underwood, 67 Ill. 419; Teed v. Morton, 60 N. Y. 502; Thompson v. Garwood, 3 Whart. 287, 31 Am. Dec. 502.
A testator may, however, intend to confine his gift to those living at his death, though its possession is postponed, and in such a ease the testator’s intent will control. The law favors the vesting of estates, and if consistent with the testator’s expressed intent, a will should be so construed as to vest the property at the time of the testator’s death. Hence, where a testator devised his property to his widow for life, and at her death to be divided among “my surviving children and their heirs,” these last words were deemed to give a vested interest to the children who were in existence at the testator’s death: Grimmer v. Friederich, 164 Ill. 245, 45 N. E. 498. Again, in a will in which a devise to a class was expressly limited to those of such class “then living,” it was held that this limitation would apply to all other classes mentioned in the will, though not specifically so applied by the will itself: Dougherty v. Thompson, 27 Misc. Rep. 738, 59 N. Y. Supp. 608. The mere charging an estate with certain terms such as the paying of certain annuities will not have the effect of letting in after-born children to share in the original gift: Singleton v. Gilbert, 1 Cox, 68. In Pennsylvania, it is held that a provision in a will giving the share of a deceased member of a class to his children would have the effect of taking the case out of the rule that a gift to a class goes to -the persons constituting the class at the time the gift takes effect, upon the principle that if the testator by his will shows how he intended a particular class should be made up, the general rules governing a gift to a class
A large number of the eases involving a gift over after a precedent estate or interest comprise devises to one for life with a remainder over to a certain class of children. Where the remainder is to the children of the life tenant, or to the children of anyone aside from the testator, the gift will include all children who answer the description at the time of the death of the life tenant, when the precedent estate terminates, whether such children were born before or after the death of the testator: Thompson v. Garwood, 3 Whart. 287, 31 Am. Dec. 502; Coggins v. Flythe, 113 N. C. 102, 18 S. E. 96; McLain v. Howald, 120 Mich. 274, 77 Am. St. Rep. 597, 79 N. W. 182. The rule that such a gift to a class will include all members of that class who may be born before the particular estate falls in will apply to gifts disposing of remainders previously created, as well as to gifts creating remainders. For example, where A devises a life estate to' B, remainder to O, and C dies leaving a will disposing of his remainder to the children of D, all the children of D who may be born before the termination of B’s life estate are entitled to share in the remainder, and the gift is not limited to the children of D living at C’s death: Britton v. Miller, 63 N. C. 268.
The question arises in the gift of a life estate with a remainder over whether the remaindermen take vested or contingent interests. In either event, if the distribution is postponed, all who come within the description at the time the gift is to be distributed will be included as within the intention of the testator, for the question as to who will eventually take must not be confounded with the question when the estate given vests in the donees. The vesting in enjoyment and the vesting in interest are very different propositions: See McLain v. Howland, 120 Mich. 274, 77 Am. St. Rep. 597, 79 N. W. 182; Hall v. Hall, 123 Mass. 124; Doe v. Considine, 6 Wall. 458. It is the policy of the law that estates should vest at the earliest possible moment, and no remainder will be construed contingent which may, consistently with the intention, be deemed vested: Hovey v. Nellis, 98 Mich. 374, 57 N. W. 255. It must be admitted that the cases are somewhat confusing on this point, failing to discriminate between a devise which vests immediately, the enjoyment of which only is postponed, and a devise which is contingent, because both the vesting in interest and enjoyment are postponed. In both cases all who answer the description of the class to whom the devise is made at the time the gift vests in enjoyment are entitled to take. But in the first case the period of survivorship is ascertained at the death of the testator, the class opening to let in all who are born subsequently and prior to the time of distribution. In the second ease, the period of survivorship is ascertained at the time the gift is to be distributed, and all those who die before that time are completely cut out, since their interest is contingent on surviving until the period of distribution. The necessity of keeping this distinction in mind will be apparent later.
It may appear from the context of the will that the testator did not intend that the remainders should be vested, but that they should
The Precedent Estate may be One in Trust instead of for life, and the same results follow as in a life estate. Where property is given in trust to pay the proceeds to some one during his life and at his death to certain children as a class, all children living at the time of the termination of the life interest take, whether in being at the death of the testator or not: Evans’ Estate, 155 Pa. 646, 26 Atl. 739; Kent v. Church of St. Michael, 136 N. Y. 10, 32 Am. St. Rep. 693, 32 N. E. 704, 18 L. R. A. 331. It is immaterial whether the precedent estate is one for life, a conditional fee, or in trust—the same rules in general apply: Selman v. Robertson, 46 S. C. 262, 24 S. E. 187; Mercantile Bank v. Ballard, 83 Ky. 481, 4 Am. St. Rep. 160. Where property is devised in trust for the accomplishment of certain purposes, and, when accomplished, the property to be divided between the members of a class, the members of that class in being at the death of the testator take vested interests in the estate, the enjoyment only being postponed: Marsh v. Hoyt, 161 Mass. 459, 37 N. E. 454. In such a case, the time for payment merely is postponed for the convenience of the estate: Adams v. Woolman, 50 N. J. Eq. 516, 26 Atl. 451. The children in being at the death of the testator take vested interests, subject to open and let in after-born children: Levy v. Levy, 79 Hun, 290, 29 N. Y. Supp. 384; Kent v. Church of St. Michael, 136 N. Y. 10, 32 Am. St. Rep. 693, 32 N. E. 704, 18 L. R. A. 331; Campbell v. Stokes, 142 N. Y. 23, 36 N. E. 811; Evans’ Estate, 155 Pa. 646, 26 Atl. 739; Man’s Estate, 160 Pa. 609, 28 Atl. 939. The interest to follow the trust estate may be contingent and not vested, the same as where a life estate intervenes: McBride v. Smyth, 54 Pa. 245. “The testator has the right to fix the period of vesting to suit his wishes. He can postpone the period and make the vesting depend upon a contingency, and if he does, with reasonable certainty, the estate will not vest until the happening of this contingency. And whether the testator intended to give a vested estate or to make it depend upon a future contingency depends in a great measure upon the language and phraseology of the will itself”: Cherbonnier v. Goodwin, 79 Md. 55, 28 Atl. 894. In this case property was given in trust to be invested and the income to be used in the maintenance and support of the son of the testatrix, and after his death the trust estate to be
Statutes have been passed in several states similar to section 863 of the California Civil Code. These acts declare that trusts in real property vest the whole estate in the trustees, the beneficiaries taking no interest or estate in the property, but merely a right to enforce the trust. These acts probably do not change in any way the rights of beneficiaries under a will. Even though they take no estate so-called, yet their interests are as substantial as if they did, and their interests will be vested or contingent in the same manner as if such interests were estates, and will be subject to the same rules, so far as their vested or contingent nature is concerned.
Where Distribution is Postponed Until a Given Age.—Where there is a gift to children as a class, and the share of each child is made payable on the attainment of a given age, the period of distribution is the time when the first child becomes entitled to receive his share. The gift will apply to those who are living at the death of the testator, and to those born before the first child attains the requisite age, and all children coming into existence after that period are excluded: Whitbread v. Lord St. John, 10 Ves. 152; Clarke v. Clarke, 8 Sim. 59; Dawson v. Oliver-Massey, 2 Ch. Div. 753; Hubbard v. Lloyd, 6 Cush. 522, 53 Am. Dec. 55; Handberry v. Doolittle, 38 Ill. 202; Andrews v. Partington, 3 Brown Ch. 401. This rule fixing the period of distribution at the time the first child becomes entitled to his share is generally denominated a rule of convenience, and springs from the desire of courts to include as many persons as possible within the testator’s bounty consistent with convenience: See Barrington v. Tristam, 6 Ves. 348. This rule does not apply to a gift of income which is payable periodically: In re Wenmoth's Estate, 37 Ch. Div. 266. This rule is frequently obliged to be construed in conjunction with a previous rule noticed, viz., that a gift following an estate for life is to be distributed upon the termination of the precedent estate. In such a case, the period of distribution is ascertained by the event which happens last. For'example: A devise to A for life and then to the children of A, who attain twenty-one; if A dies before any of his children become twenty-one, distribution will take place when the eldest attains that age; and, if the eldest becomes of age before the death of A, A’s death will mark the period of distribution. In any event, no child born after the time of distri
Where distribution is directed to be made generally when children reach twenty-one, the testator’s intent is clear; it is certain that as soon as any child attains twenty-one he is to have his share, and the division must take place at that time to the exclusion of after-born children. But a devise may be made to the children of A, to be paid when the youngest reaches a certain age. It is clearly the testator’s intention to provide for any and all of A’s children. Such a gift should, therefore, include all the children which A may have, whether born before or after the death of the testator. The youngest child means the youngest whenever born, and not the youngest living at the death of the testator, and it is; accordingly held that the period of distribution is the time when the youngest, whenever born, attains the specified age: See Fosdick v. Fosdick, 6 Allen, 41; Hughes v. Hughes, 3 Brown Ch. 352, 434; Lasby v. Crewson, 21 Ont. 93. Where the words of distribution were “and when and so soon as all and every his said grandchildren should have attained twenty-one,” a distribution was denied merely because the youngest for the time being had become of age, since the gift was intended to include all grandchildren, whenever born: Mainwaring v. Beevor, 8 Hare, 44.
It would seem that where a testator manifests an obvious intention to provide for all of his grandchildren, and designates the period of distribution as when the youngest arrives at a certain age, the only logical conclusion is that the youngest means the youngest whenever born, and until the possibility of having grandchildren becomes extinct it is impossible to determine who the youngest may be. Hence, if the period for determining that event is too remote, the gift to grandchildren,is void for remoteness. In most of the cases involving this point it will be found that there are expressions in the will of the testator which rendered his intent more or less ambiguous, and there was in consequence an opportunity for construction of the will. And in case of ambiguity a will may always be construed so as to render it valid. As is stated elsewhere, the rule against perpetuities is not a rule of construction to determine intent. It is a rule which defeats intent. And only when the will is ambiguous can the principle be applied that, of two constructions, the one which renders a will valid will be adopted in preference to one which renders it invalid. In the case of McBride’s Estate, 152 Pa. 192, 25 Atl. 513, the testator used ambiguous language which rendered it uncertain what his intent was. This ambiguity furnished the pretext for construction, and that construction was adopted which upheld the validity of the will. The same is true of Butler v. Butler, 3 Barb. Ch. 310, though here the word “eldest,” and not “youngest,” was used. In Wheeler v. Fellowes, 52 Conn. 238, the desire of the testator to provide for all his grandchildren was unquestioned. And yet the court erroneously applied the rule against perpetuities as one of construe
It is important to ascertain whether a gift to be distributed upon children becoming a certain age is vested or contingent. Where there is an actual present gift, and the period of distribution merely is postponed, the children take a vested estate, though it may open to let in after-born children: Emerson v. Cutler, 14 Pick. 108.
And where property is devised in trust to hold for certain children, the children take vested interests, though the possession of the property is postponed until arrival at a definite age: Winslow Goodwin, 7 Met. 363. The law here, as elsewhere, favors the vesting of estates, and where there is no special intent manifest to the contrary, survivorship in a gift to a class is referred to the time of the testator’s death, though distribution is postponed to a given age, and though members of the class born after the death of the testator and prior to the period of distribution, are entitled to share in the estate devised: Hempstead v. Dickson, 20 Ill. 194, 71 Am. Dec. 260. An intent to postpone the vesting of an estate must be clear and manifest in order to overthrow the established rule that estates vest at the earliest possible moment, which is ordinarily at the death of the testator. It was said in Kelly v. Gouce, 49 Ill. App. 82, that “a distinction must be drawn between a gift to such children as shall arrive at legal age, and a gift to children to be paid when or as they arrive at legal age. In the first instance, the gift is contingent, because it cannot be known at the death of the testator whether a donee will be found at the proper period of time to take, while in the latter instance the donee is known at the time of testator’s death, the gift settled upon him, and its payment only deferred. When the donee is known, the gift is said to vest in interest at once, and, though such donee does not survive to take possession of the subject matter of the gift, his interest and right of possession pass, upon his death, to his legal representatives. When no gift is found beyond a mere direction to distribute or divide at a certain period stated, or upon the happening of some event, the rule
The rule for ascertaining when a gift, the possession of which is postponed, is vested or contingent was stated in Coggins’ Appeal, 124 Pa. 10, 10 Am. St. Rep. 565, 16 Atl. 579, as follows: “Where real or personal estate is devised or bequeathed to such children as shall attain a given age, or the children who shall sustain a certain character, or do a peculiar act, or be living at a certain time, without any distinct gift to the whole class preceding such restrictive description, so .that the uncertain event forms part of the description of the devisee or legatee, the interest so devised is contingent on account of the person. For until the age is attained, the character is sustained, or the act is performed, the person is unascertained; there is no person answering the description of the person who is to take as devisee or legatee.” This rule, as taken from Smith on Executory Interests, is clear cut and well defined, though its application to ambiguous wills may oftentimes be difficult. Where there is no gift aside from the direction to divide at a future time, only those take who answer the description at that time, the gift is contingent, and the period of vesting and of distribution are one and the same: Locke v. Lamb, L. R. 4 Eq. 372; Clarke v. Clarke, 8 Sim. 59.
This rule relating to a direction to divide has these qualifications, that where the terms of a bequest import a gift, and also a direction to pay at a subsequent time, the legacy vests immediately at the death of the testator: Manice v. Manice, 43 N. Y. 369. Again, where interest is given to the legatee with a direction for the payment of the principal at a future time, the payment of interest indicates an intent on the part of the testator to give the principal to the legatee, and his interest will vest in the testator’s death: Warner v. Durant, 76 N. Y. 136. The entire interest must be payable to the legatee in order to establish an intention that the principal' should vest in him at once. Also if the legacy is given over in the event of the death of the legatee, there can be no presumption that a present gift was intended: Smith v. Edwards, 88 N. Y. 92.
Application of the Rule Against Perpetuities.—Most difficult questions arise when a gift to a class, otherwise valid, is rendered invalid by reason of the too remote vesting of the interests. The courts have striven to uphold gifts by testators almost to the limit of nullifying the rule against perpetuities, and have even sought to make of that rule, what it was never designed to be, a rule of construction. As
The rule was well stated by Lord Selborne in Pearks v. Mosely, 5 App. Cas. 714: “You do not import the law of remoteness into the construction of the instrument, by which you investigate the expressed intention of the testator. You take his words, and endeavor to arrive at their meaning, exactly in the same manner as if there had been no such law, and as if the whole intention expressed by the words could lawfully take effect. I do not mean that, in dealing with words which are obscure and ambiguous, weight, even in questions of remoteness, may not sometimes be given to the consideration that it is better to effectuate than to destroy the intention; but I do say that, if the construction of the words is one about which a court would have no doubt, though there was no law of remoteness, that construction cannot be altered, or wrested to something different, for the purpose of escaping from the consequences of that law.”
Again, it must be borne in mind that the rule against perpetuities is concerned only with the commencing of the estate, and, if it commences or vests in interest within the prescribed period, it is good, but if it is contingent and will not vest until a time later than that allowed by the statute the estate is void in its creation: Johnston’s Estate, 185 Pa. 179, 64 Am. St. Rep. 621, 39 Atl. 879.
The general rule may be stated that a gift to a class upon a contingency which may happen beyond the limits of the rule against perpetuities is bad. The important point to determine first in ascer
Under a bequest in trust to accumulate until grandchildren as a class respectively attain the age of thirty-five years, when the property is to be divided, the grandchildren take contingent interests, which do not vest until they respectively arrive at the age of thirty-five years; consequently, the gift is void for remoteness: Hall v. Hall, 123 Mass. 120. A devise in trust for all the children of A, to be divided equally between them, the shares of such children to become vested interests in and to be paid, assigned, and transferred to them respectively, as and when they should attain their respective ages of
The cases seem to be harmonious on this particular question that where the interest is not to vest in the members of a class until at a period which may offend the rule against perpetuities, the gift is void as to the entire class. Children in being at the death of the testator whose share might vest within the prescribed period cannot be segregated from the rest of the class' and be allowed to take. The gift, being void as to one, is of necessity void as to all: See Blagrove v. Hancock, 16 Sim. 371. In Fosdick v. Fosdick, 6 Allen, 41, it was said: “This rule is imperative and perfectly well established. An executory devise either of real or personal estate is good, if limited to vest within the compass of a life or lives in being, and twenty-one years afterward. But the" limitation, in order to be valid, must be so made that the estate, or whatever is devised or bequeathed, not only may, but must necessarily, vest within the prescribed period. If, by any possibility, the vesting may be‘ postponed beyond this period, the limitation over will be void.” In this ease the testatrix bequeathed* her estate to trustees to keep invested and to accumulate until her youngest grandchild should, if living, attain the age of twenty-one years, and then pay over annually the income to them with provisions for the future disposition of the corpus of the estate. It was held that no portion of the gift might vest until twenty-two years beyond lives in being, and hence was void.
Attempts have been made to obviate the effect of this rule and to allow those members of a class who were in being at the testator’s death to share in the gift. Indeed, the statement has been made broadly that where, by reason of letting in members of a class coming into existence after the testator’s death, the limits of perpetuity may be exceeded, a more restricted rule may be applied. This restriction is wholly untrue as applied to gifts which do not vest in interest until a future period. Ho doubt can possibly exist in such a case. Ho member of the class living at the testator’s death can possibly take unless he fulfills the description at the time of the vesting in interest, and you must await such time to determine whether he fulfills the description. Suppose a testator devised property to such of his grandchildren as were practicing law twenty-five years hence. At his death five grandchildren were living, none of whom answered the description. It is certain that the testator did not intend that the five members of the class living at his death should take, irrespective of their calling. He meant to include only those who answered the particular description, that is, practicing lawyers twenty-five years after his death. Until that time it cannot be known who are members of the class. An interest in the gift cannot vest until that time. And as the period is too remote to satisfy the rule, the gift is void as to all the class. A more restricted rule cannot be adopted and the devise given to the grandchildren living
Any apparent exception to this rule will be found on examination to be a case of vesting in interest immediately on the testator’s death: See Kevern v. Williams, 5 Sim. 171, which is often cited as sustaining this rule. Here, however, the vesting in interest was immediate. Elliott v. Elliott, 12 Sim. 276; is wrongly decided unless the interest given was a vested one.
One exception must be noted to the rule that contingent interests which may not vest within the time allowed by the statute are void as violating the rule against perpetuities. This occurs with reference to legal remainders in realty. A contingent legal remainder must vest, if it vests at all, upon the termination of the precedent life estate. Hence, where an estate is devised to A for life, and on his death to such of his children as reach twenty-five, the limitation is a contingent remainder and is not too remote. A’s children may not reach twenty-five until more than twenty-one years after his death; but unless they have reached twenty-five at A’s death they will never take, since a remainder must take effect upon the termination of the precedent' estate, if at all. If A’s children were to take the legal remainder when they reached five years of age, the result would be the same, for that age must be reached before A’s death or the remainder cannot vest. If the remainder relates to equitable interests in the first ease above, it is void as being too remote, because it may not vest in interest within lives in being and twenty-one years: See Festing v. Allen, 12 Mees. & W. 279; Abbiss v. Burney, 17 Ch. Div. 211.
Buie Against Perpetuities—Vested Gifts.—A more difficult problem arises when the devise is vested and the possession only is deferred until a period which violates the rule against perpetuities. As already stated, the rule against perpetuities is concerned only with the commencement of estates, and if the estate vests indefeasibly in interest within the time allowed, although possession may be postponed, the gift is not void as violating the rule. This was brought out in the case of Loring v. Blake, 98 Mass. 253. Here an estate was devised to trustees to be set apart equally for the children of the testatrix, to pay the income to each child during life, and after its death to hold for the use of its children, and their heirs, if no husband or wife of such child should survive, in which ease the income was to be paid to such surviving husband or wife during his or her life. In commenting on the interest the children took, and whether the limitation violated the rule against perpetuities, the court said: “It was possible that a child of Mrs. Blake [the testatrix] might marry a person not in being at the time of her decease; and that such person might be the survivor of the marriage. In that ease, a limitation, of her estate, not to take effect until after
In the ease of Matter of Charlier, 22 N. Y. App. Div. 71, 47 N. Y. Supp. 818, it was held that, where a gift vested indefeasibly in the members of a class within the statutory period, a further direction that their shares should not be paid until a certain time was unobjectionable: See Vanderpoel v. Loew, 112 N. Y. 167, 19 N. E. 481. In Earnshaw v. Daly, 1 App. D. C. 218, where the gift to children was vested in interest at the death of the testator, and the amount of each share was determined at that time, a postponement of enjoyment until the youngest of the children became of age did not violate the rule against perpetuities. Wilber v. Wilber, 45 App. Div. 158, 60 N. Y. Supp. 1064, recognizes the distinction we have attempted to draw. It was admitted that the grandchildren living would take vested interests, but the interests were not indefeasibly vested, for “if the title in the living grandchild was subject to open and let in after-born grandchildren, then the power of alienation would, by possibility, be suspended. It would be uncertain, until the death of the two sons, whether there would be other grandchildren.” The language here specifies the power of alienation, ■ instead of the rule against perpetuities, but, so far as this point is concerned, it is immaterial whether we say that the rule against perpetuities was violated because the interest could not vest indefeasibly until all members of the class were determined, or whether we say that the power of alienation was suspended, since, until all the members of the class were determined, it would not be known who could convey a complete title. We must not, however, fail to grasp this fundamental distinction between the rule against perpetuities and the rule against restraints on alienation, viz., that the rule against perpetuities is concerned only with the vesting of estates, and, if estates are indefeasibly vested, the rule against perpetuities, or more properly speaking, the rule against remoteness of vesting, is not violated. The rule against restraints on alienation is concerned only with the alienability of estates, and not at all with their vesting. Estates may be vested indefeasibly in various persons, and yet the estate may be tied up and be inalienable because these same persons cannot combine and transfer a perfect title. It is the confusion of these two rules that is responsible to some extent for the apparent chaos in the decisions on this subject. An example will put the matter more clearly. Suppose a devise is made of property in trust to pay the rents and profits in a certain way, and to divide the estate among the children of A when they shall attain the age of twenty-one. It seems plain that, if A has any children living at the death of the testator, they will take vested interests, but not indefeasible interests,
There are probably jurisdictions in which the only qualification is that the estate shall vest indefeasibly in the members of a class within the proper time, and it is not required that the entire property shall be alienable absolutely within the period allowed. Such seems to be indicated by Loring v. Blake, 98 Mass. 253. Here the estate was indefeasibly vested in the children as a class within the proper time, subject to a life estate. If the estate had not been held by trustees the matter would be simple, for the children and the holder of the life estate could convey an absolute title in possession if they were the only parties concerned. The presence of trustees would seem to make this impossible. The inference, therefore, is that the absolute alienability of the entire property is not essential, the absolute vesting of all the estates in the property alone being necessary.
The distinction we have been treating seems to have been lost sight of in Matter of Charlier, 22 N. Y. App. Div. 71, 47 N. Y. Supp. 818. However, if the trust terminated, as seems to have been held, at the death of the wife, then an absolute title to the entire property could have been conveyed within the period allowed by the rule.
The case of Thomas v. Gregg, 76 Md. 169, 24 Atl. 418, furnishes a good example. Two wills were construed together as one will, and resulted in property being disposed of in this wise: Property was devised in trust for the benefit of the testator’s daughter, with remainder to the issue of her body living at her death, the trustees to hold such property for the benefit of her children until their death.- The daughter had a child born after the decease of the testator. Now the children of the daughter were determined upon her death, and the share of each was determined at the same time. Bach child’s share was thus indefeasibly vested at that time if the gift were valid. But the trustees were to hold the property for the benefit of the children until their death. The last one to die might be the one born after the death of the testator, which time also might be more than twenty-one years after the death of all those living at the testator’s death. The disposition was therefore void as to all the children in the class. And while the share of each child was indefeasibly vested within the proper time, yet the trust was to continue beyond the forbidden period, and while
It is questionable whether the doctrine of Kevern v. Williams, 5 Sim. 171, is correct, for the reason that the rule that a restraint repugnant to the estate granted is nugatory and may be disregarded is only true where no one else is interested in the property. But the rule does not apply where anyone else is interested in the property. How, in the ease of a gift to a class, all the members of the class are interested in the property, whenever they may be born, and the testator intended to include as many as possible within his bounty. We have already shown that a vested interest is defeasible when after-born children may take a part of it, and it can only be rendered indefeasible when the number of the class is finally determined. The eases are numerous where, when a gift to a class is made, to be paid when the eldest attains a certain age, with a gift over upon failure to attain that age, all members of the class coming into existence before the eldest reaches the required age are allowed to share. The gift over prevents the gift to the class from being indefeasible: See Andrews v. Partington, 3 Brown Ch. 401; Barrington v. Tristram, 6 Ves. 345; Whitbread v. St. John, 10 Ves. 152. But a gift to a class is as indefeasible when after-born children are to share as when there is a gift over. Though it is not devested to the same extent, it is devested in proportion to the number of after-born children.
Admitting that the decision in Kevern v. Williams, 5 Sim. 171, is correct, it can only apply to those eases where the restriction as to future payment is nugatory as being repugnant to the estate granted. That there may be annexed to a vested gift unlawful restrictions, see Philadelphia v. Girard, 45 Pa. 9, 84 Am. Dec. 470. However, the ordinary type of a devise in trust to divide the property at some subsequent period is not such a condition annexed to the gift as may be rejected as void because repugnant to the interest conveyed. This was distinctly held in Re Walkerly, 108 Cal. 627, 49 Am. St. Rep. 97, 41 Pac. 772. The ease of Kevern v. Williams, 5 Sim. 171, should, therefore, not interfere with the current of American decisions, however binding it may be deemed on the English courts. Then, by adopting the rule of Kevern v. Williams, 5 Sim. 171, there is the obvious difficulty of .adjusting the share to which each child
There is still another method by which the rule of perpetuities is evaded, which is by a construction of the will itself. The rule of Kevern v. Williams, 5 Sim. 171, is not one of construction, but a mandatory rule of law by which void conditions are rejected. By construction, however, the testator’s intention is preserved to some extent, though in some cases the construction is clearly unwarranted. Such a case exists where a devise is made to the children óf A, to be divided among them equally when the youngest attains the age of twenty-one. In those jurisdictions where estates need not vest until twenty-one years after lives in being, the gift would be good, and the devise would be distributed when the youngest of A’s children, whenever born, should become of age. But in jurisdictions where the gift must take effect within lives in being, or where accumulations, if provided for, must be distributed within the same period, the rule is different. Here everything depends on what the testator meant by the youngest child. If nothing but the general term is used, we have already seen that the correct meaning is the youngest, whenever born, because the testator intended to provide for all the members of that class. If, on the other hand, words are used that render the intent doubtful, then the gift may be saved by construing the term to mean the youngest living at the testator’s death. So in the case of In re McBride’s Estate, 152 Pa. 192, 25 Atl. 513, words were used that reasonably permitted such a construction, and the gift, otherwise void, was saved. In Cogan v. McCabe, 23 Misc. Rep. 739, 52 N. Y. Supp. 51, however, there were no words used in the will which might by any possibility have meant that the testator referred to his youngest child then living, the construction adopted was forced, and the real intent of the testator was thwarted. The ease is not good law, and such a construction, it is submitted, should not be and would not be likely to be followed elsewhere. In any case where words are employed which permit of a construction that the testator meant his youngest child then living, the construction places the period of distribution at the time when such youngest attains the requisite age, as twenty-one. This being the period of distribution, it follows logically that any child who at the time of the distribution answers the description of the class is thereby a member of the class and entitled to share in the estate, whether he was born after the death of the testator or not. Logically, this position cannot be assailed, and the right of any member who belongs to the class at the time of distribution to share in such distribution cannot be denied, although born subsequent to the death of the testator: In re McBride’s Estate, 152 Pa. 192, 25 Atl. 513. It is thus seen that such a construction
It must be observed that in those jurisdictions where a perpetuity can be created only-for two lives in being, as in New York, a construction allowing the trust to exist and keeping the property intact until the youngest (or oldest) becomes of age, does not necessarily violate the rule. While the trust is to exist until the youngest becomes of age, the restraint on alienation is to endure only during the life of the life tenant and until the youngest becomes twenty-one. It is thus measured by two lives in being, for the death of the youngest before reaching twenty-one would of necessity put an end to the trust, unless the age of twenty-one was a time limit, regardless of the existence of such child: See Van Cott v. Prentice, 104 N. Y. 45, 10 N. E. 257. See Will of Butterfield, 133 N. Y. 473, 31 N. E. 515, where the time appointed for distribution was vital to the existence of the trust, and, in consequence, the gift was void-as to the entire class: See, also, Haynes v. Sherman, 117 N. Y. 433, 22 N. E. 938. But if the gift were to all of a class living at the testator’s death when they should become twenty-one, the age refers to all, not to a definite one, and the trust would be to endure for more than two lives in being, and in consequence must be held void.
Buie Against Perpetuities—-Independent Gifts.—Care must be observed to distinguish those eases in which, while a gift is made to children, the gifts are independent and separate, and for this reason each gift or each set of gifts must be judged by itself in determining whether it violates the rule against perpetuities. When gifts are made to several persons by one description, but the amount of the gift to one is not affected by the existence or nonexistence of the others, then the gifts are separable. Such gifts are not strictly gifts to a class, and the mqre designation of the beneficiaries by some general name, as “children,” does not of itself make it a gift to a class. For example, if a testator bequeaths five hundred dollars to each of the children of A who attain the age of twenty-five, the gift to each is separable and must be considered by itself in determining whether the rule against perpetuities is violated or not. In the example cited, those born after the testator’s death cannot possibly take; those living at his death may. It is immaterial whether the gift is of a specific sum or of a share, if the number of shares is definitely determined within the limits of the rule. The case of Catlin v. Brown, 11 Hare, 372, is a well-considered ease on this question. It was said here that where there was a devise of “property to each member of a class, and the gift to each is wholly independent of the same or similar gift to every other member of the class, and cannot be augmented or diminished whatever be the number of the other members, then the gift may be good as to those within the limits allowed by law.” In this case a devise was made to A for life, with remainders for life to all the children of A equally, with remainders in fee to the grandchildren, the grand
The leading case on this question is Storrs v. Benbow, 2 Mylne & K. 46. See, also, Griffith v. Pownall, 13 Sim. 393; In re Russell, [1895] 2 Ch. 698; Vanderpoel v. Loew, 112 N. Y. 167, 19 N. E. 481; Hill v. Simonds, 125 Mass. 536; Dorr v. Lovering, 147 Mass. 530, 18 N. E. 412.
To summarize, then, the results of our discussion relating to the rule against perpetuities: If the devise is contingent and will not vest in interest until a period not allowed by the rule, the gift is void, and no member of the class can take, though some may have been in existence at the time of the testator’s death. If the devise gives a vested interest which is indefeasible, with a postponement of payment which is nugatory, because repugnant to the estate granted, the void condition will be ignored and the gift vest immediately in those members of the class living at the testator's death. If the devise gives a vested interest, but the vesting is not indefeasible by reason of a devesting gift over or of the possibility
Case-law data current through December 31, 2025. Source: CourtListener bulk data.