Weller v. Tagge
Weller v. Tagge
Opinion of the Court
By this action, originally brought in the Superior Court but then transferred to the Probate and Family Court, Anthony Weller (Anthony) sought a declaration as to “whether he is an eligible distributee under a trust known as the Trust under the Will of Helena C.M. Willis,” established for the benefit of, among others, certain grandnephews and grandnieces of Helena C.M. Willis (Helena), and providing for the eventual distribution of the assets of that trust to their “issue.” Anthony is a nonmarital child of one such grandnephew, and Ann Tagge (Ann) is the marital child of the same grandnephew. On
1. The relevant undisputed facts. Helena, then eighty-six years of age, executed her will on March 1, 1955.
Helena died in 1960. She was survived by her niece Matilda Weller and Matilda’s two “legal children,” Paul Weller and George A. Weller (George), both of whom were income beneficiaries under Helena’s will. George was a foreign correspondent who spent significant periods of time living and working outside the United States. He married Katherine Deu-pree Weller in Naples, Italy, on July 29, 1932. Two children were bom during their marriage: Ann, who was bom in Naples
Based on the materials put before him on Anthony’s motion for summary judgment, the judge ruled that Susan was not George’s biological child, a fact that neither party appears to dispute.
On September 18, 1957, Gladys Lasky Weller gave birth to Anthony Weller in Macon, Georgia. It is undisputed that George and Gladys were never married. Gladys, a British citizen, apparently adopted the name of Weller pursuant to a Deed Poll from the British government.
In deciding Anthony’s motion for summary judgment, the judge mled that the language of Helena’s will was unambiguous and that the term “issue” as used in Article VIII(2)(c) of the will included children bom out of wedlock. The judge’s determination was based on his reasoning that the language of the will explicitly restricted Helena’s gift to her grandnephews and grandnieces to marital children by her modification of “children” with the word “legal.” The judge also reasoned that it could be inferred from the absence of the term “legal” in the provision immediately following that restriction that the term “issue” was intended to include all children, even those bom out of wedlock.
On appeal, Ann argues that the term “issue” used in a 1955
2. Discussion. At common law followed in Massachusetts until 1987, the word “issue” used in a will was presumed to exclude nonmarital children. See Hayden v. Barrett, 172 Mass. 472, 474 (1899); Old Colony Trust Co. v. Attorney Gen. of the U.S., 326 Mass. 532, 533 (1950); Powers v. Wilkinson, 399 Mass. 650, 661-662 (1987) (overruling Fiduciary Trust Co. v. Mishou, 321 Mass. 615, 634-636 [1947]); Watson v. Baker, 444 Mass. 487, 494 (2005). The traditional rule of construction was overruled in Powers v. Wilkinson, 399 Mass, at 662, where the Supreme Judicial Court held that “the word ‘issue,’ absent clear expressions of a contrary intent, must be construed to include all biological descendants” (emphasis added). The court stated that the new rule of construction would apply only prospectively to instruments executed after the date of its opinion, that is, April 16, 1987. Id. at 662-663.
Although the parties do not dispute that when Helena executed her will in 1955, the word “issue” presumptively meant only those “issue” bom into wedlock, they do dispute what must be shown to overcome the legal presumption of exclusion and whether Anthony satisfied that requirement. Those are the issues before us.
Anthony relies on the phraseology used by the court in 1947 in Fiduciary Trust Co. v. Mishou, 321 Mass. at 634. There the court, in its discussion of the traditional mie of construction that children bom out of wedlock were presumptively excluded from taking under a will as “issue,” stated:
“It cannot be doubted that by the common law of a few generations ago such words as issue, children, descendants, and so forth as descriptive of a class in a grant, devise, or legacy, in the absence of anything indicating a contrary intent, meant only persons of the class who were bom in lawful wedlock” (emphasis added).
He reads that statement as an adoption by the court of a less
We do not read Fiduciary Trust Co. v. Mishou, supra, as Anthony does. First, the court in Mishou did not announce that it was adopting a new rule of construction. Second, the shift in the law that is posited by Anthony as implicit in Mishou does not take into account the fact that evidence of a testator’s contrary intent was not there at issue. Fiduciary Trust Co. v. Mishou, 321 Mass. at 636 (“Nothing appears in [the] . . . will or in the circumstances of the case to indicate that [the testatrix] did not use the word ‘issue’ in the sense attributed to it by established legal usage”). To the contrary, the principal thrust of Mishou was to reaffirm adherence to the traditional rule of construction. See ibid:, Powers v. Wilkinson, 399 Mass. at 655.
Although appellate decisions have quoted the Mishou formulation of the traditional rule of construction, see Powers v. Wilkinson, 399 Mass. at 654; C.C. v. A.B., 406 Mass. 679, 683-684 (1990); Watson v. Baker, 444 Mass. at 494, none has decided the precise question of the showing required to overcome the traditional presumptive construction of the word “issue” or determined the sufficiency of evidence probative of a testator’s contrary intent on facts similar to those before us or are otherwise inconsistent with our conclusion. See generally Powers v. Wilkinson, 399 Mass. at 654 (construing the word “issue” used in a trust to exclude nonmarital children where “nothing indicate[d] an intent by the donor to include nonmarital issue”); C.C. v. A.B., 406 Mass at 683-684 (refering to traditional rule of construction in context of general discussion of historic legal status of nonmarital children); Watson v. Baker, 444 Mass, at 493-494 (considering whether evidence of testatrix’s intent to include adopted issue was sufficiently plain to overcome statutory presumption under former version of G. L. c. 210, § 8, against inclusion of a person not adopted by the testator).
In interpreting the language used by Helena, we are guided by the well-established principle that “a trust instrument must
The record establishes that Anthony was bom two years after the date of Helena’s will and codicil. Anthony points to nothing, nor could we find anything, in the record to show that Helena was aware of his birth prior to her death and specifically intended to include him in her will. Cf. Davis v. Hannam, 369 Mass. 26, 32 (1975).
Anthony first contends that even if Helena was unaware of his existence, she was surely aware of Susan’s birth and the fact that she was not George Weller’s biological child. Based upon that allegation, which is unsupported by any evidence, Anthony argues that by using the word “issue,” Helena intended to exclude those not of her bloodline, i.e., Susan, and to include persons related by blood, including nonmarital children such as himself. This argument fails for the reason that it is based upon conjecture and not evidence.
Next, Anthony argues that the language of Helena’s will manifests her intent to recognize nonmarital children as issue. As earlier recited, Helena used the words “legal children” in her will in describing the class of income beneficiaries, i.e., her grandnephews and grandnieces, under the trust but then provided that upon their deaths, “two-thirds of the trust principal of which he or she received the income [was to] be paid in equal shares to his or her issue, per stirpes and not per capita.” Relying on Helena’s use of the words “legal children” in one instance and her use of the word “issue” in a subsequent provision, Anthony argues that Helena specifically excluded non-marital children from the class of income beneficiaries while including nonmarital children, that is, “issue,” in the eventual distribution of the assets of the bust. This argument has been rejected in cases involving the interpretation of wills governed by a mie of statutory construction, similar to the rule applicable
Under a former version of G. L. c. 210, § 8, the word “child” or its equivalent used in a will or trust excluded adopted children where the settlor or testator was not the adopting parent unless it “plainly appear[ed]” to have been his intent to include an adopted child.
In short, when Helena executed her will in 1955, the word “issue” did not include nonmarital children. It is more than reasonable to infer from her testamentary documents that they were drafted with the assistance of counsel, rendering it equally if not more likely that the term was used in accordance with its usual meaning, see Boston Safe Deposit & Trust Co. v. Wilbur, 431 Mass. 429, 436 (2000), and that had she wanted to include nonmarital children in the distribution of trust assets, she would
3. Conclusion. For the above-discussed reasons, the judgment is reversed and the case is remanded to the Probate and Family Court for entry of a judgment declaring that Anthony Weller is not an eligible distributee under the trust under the will of Helena C.M. Willis.
So ordered.
Helena executed a codicil on March 30, 1955, which did not affect the provisions of the will at issue.
Teresa McAleer Finn predeceased Helena in 1959.
Susan predeceased George in 1996. Her estate is not a party to this action. In support of his motion for summary judgment, Anthony submitted what he purports to be the affidavit of George in which he, George, states that Susan was not his biological child and acknowledges Anthony as his son. While disputing the authenticity of the affidavit, Ann does not appear to question that Susan was not George’s biological child. She did, however, dispute Anthony’s contention that Susan was not George’s “issue” under Helena’s will.
We could find nothing in the record to support the judge’s statement in his memorandum of decision that the parties agreed that George had a son, Anthony, “bom out of wedlock.” Ann disputes that Anthony is George Weller’s child, and argues that she “deferred” that dispute in order to obtain a ruling on whether an illegitimate child can take under Helena’s will and trust as matter of law. The record supports her position.
As inserted by St. 1876, c. 213, § 9, G. L. c. 210, § 8, provided:
“The word ‘child,’ or its equivalent, in a grant, trust settlement, entail, devise or bequest shall include a child adopted by the settlor, grantor or testator, unless the contrary plainly appears by the terms of the instrument; but if the settlor, grantor or testator is not himself the adopting parent, the child by adoption shall not have, under such instrument, the rights of a child bom in lawful wedlock to the adopting parent, unless it plainly appears to have been the intention of the settlor, grantor or testator to include an adopted child.”
This statutory rule of construction was reversed by St. 1958, c. 121, § 1. See Watson v. Baker, 444 Mass. at 492, where the court held that “[e]ver since” the 1958 amendment, “the term ‘child’ or its equivalent in a testator’s will has included an adopted child, absent a clearly stated contrary intent, regardless of who adopted the child.”
Our conclusion makes it unnecessary to consider Ann’s additional arguments, as we understand them, all to the effect that the judge’s rulings and decision were motivated by a personal bias in favor of nonmarital children.
Case-law data current through December 31, 2025. Source: CourtListener bulk data.