Brandeis v. Atkins

Rttgg, J.

This is a petition for instructions as- to the disposition to he made of a fund held under the terms of an agreement of compromise entered into for the purpose of ending a contest as to the allowance of the will of one Williams, and approved in 1889 by the Supreme Judicial Court under R. L. c. 148, § 15. The testator, and for aught that appears the parties to the compromise, were residents of this Commonwealth. The agreement, so far as now material, provided that a certain fund should be set apart for the benefit of Marjorie Atkins, then a minor and not a party to the agreement, a granddaughter of the testator, and that upon her death before the termination of the trust by lapse of time, it should “ be paid to her heirs at law freed from the trust.” In 1904 or 1905 Marjorie Atkins removed from Massachusetts, which had been her domicil theretofore, and which continued to be the domicil of her mother, the daughter of the testator, and acquired and retained a domicil in the State of New York, where she died in 1908. Under the law of the State of New York, her father, Edward Atkins, a resident of Michigan, is her sole heir at law, while under the law of this Commonwealth, the father and mother would be her heirs. The question is whether the law of this Commonwealth or that of New York shall govern in determining the persons entitled to the fund as her heirs at law.

The agreement for compromise did not become a part of the will. Although the practice is to insert a clause in the decree to the effect that the estate shall be administered in accordance with the agreement for compromise established thereby, yet the rights of the parties growing out of the agreement rest upon it and the decree confirming it, and are not testamentary rights. Blount v. Wheeler, 199 Mass. 330, 339. Hastings v. Nesmith, 188 Mass. 190. Abbott v. Gaskins, 181 Mass. 501.

If the question arose as to the interpretation of precisely the same language used in the will of a Massachusetts testator, the *475determination of the heirs at law would he according to Massachusetts law. Lincoln v. Perry, 149 Mass. 368. Adams v. Adams, 154 Mass. 290, 292. Proctor v. Clark, 154 Mass. 45,48. The same principle in this regard appears to prevail in other jurisdictions. In re Fergusson's Will, [1902] 1 Ch. 483. Matter of Devoe, 171 N. Y. 281. Brown v. Ransey, 74 Ga. 210. It would be unfortunate if one standard of construction should be adopted touching the meaning of so common a phrase as heirs at law occurring in wills and another as to the same phrase employed in an instrument, which although contractual in origin is testamentary in effect and is by decree of court made a direction to the executor, administrator or trustee by which he is to be guided in the administration of his trust.

The reasoning upon which the rule as to the interpretation of these words in wills is founded applies equally to such a contract as that before us. The instrument was drafted and executed in this Commonwealth by its residents in regard to the proof of the will of one of its deceased citizens offered for allowance in our courts, and provided for the appointment of a trustee to .administer a fund for the benefit of a minor domiciled here. All parties to it were probably more familiar with the law of Massachusetts than of any other State, and presumably meant, in using the words “ heirs at law,” those persons who would answer that description by our law. The heirs of Marjorie Atkins do not trace their title to the fund through her, but it comes to them directly under the terms of the agreement by virtue of her death before the termination of the trust during her life. See Mullen v. Reed, 64 Conn. 240. In Codman v. Krell, 152 Mass. 214, it was held that where a donor in a voluntary declaration of trust resided in Massachusetts, and all the beneficiaries were then domiciled here, the heirs at law of one of his children, who subsequently removed to another jurisdiction and died there, should be determined according to the law of Massachusetts. While this case is not decisive, it is somewhat analogous to the present. Merrill v. Preston, 135 Mass. 451, depends upon its peculiar facts, and is not inconsistent with the conclusion here reached. If it be objected that this view involves the ascertainment of heirs at law on an hypothesis contrary to fact for the reason that in truth the heirs at law of every deceased *476person must be determined by the law of the jurisdiction of his domicil at the time of his death, the same objection obtains to the rule as to the construction of the same words found in wills laid down in Lincoln v. Perry, 149 Mass. 368. But that principle is settled. Moreover heirs at law for the inheritance of real estate always are determined according to the law of the jurisdiction where the land lies, regardless of the domicile of the deceased owner.

The trustee in the present case was appointed by our courts, and must administer the trust and finally settle his relation to the fund according to our law, and make distribution of it here. He was acting pursuant to a contract made here, confirmed by decree of our courts, respecting property physically in Massachusetts, and intended to be executed here. Ordinarily, when the contract is made and to be performed in the same jurisdiction, the law of the place governs the construction of its language and the rights of the parties under it. American Malting Co. v. Souther Brewing Co. 194 Mass. 89. Old Dominion Copper Mining & Smelting Co. v. Bigelow, 203 Mass. 159,174.

The heirs at law of Marjorie Atkins should be determined, therefore, according to the law of Massachusetts, because of the desirability of uniformity in the rule of construction to be applied to the same words occurring in wills and in contracts, which deal with the disposition of the estate of a testator, because that result seems to conform to the intent of the parties, and because it is the rule which would be followed in the interpretation of contracts executed and to be performed as this one was.

Decree affirmed•