Holyoke National Bank v. Kane

Decree affirmed. A testatrix (after money bequests to her two grandchildren) left the residue of her estate in trust to pay the income to her son, Harold, for life, with power to expend principal for him and to pay his funeral expenses, “and in the event of his death, if there is a balance . . . in . . . [the] trust, to pay over . . . the balance ... to my sister, Catherine.” The testatrix died in 1941. Harold was her sole heir. Catherine died in 1955. A child and more remote issue were her heirs. Harold died in 1961, leaving two children. The probate judge correctly ordered the balance of the fund to be distributed to the administratrix of Catherine’s estate. Catherine’s remainder beneficial interest became indefensibly vested at the testatrix’s death. See Old Colony Trust Co. v. Tufts, 341 Mass. 280, 280-285; De Ford v. Coleman, ante, 299, 301-305, Restatement: Property, §§ 155-157, 255, 256, 260. Cf. Boston Safe Deposit & Trust Co. v. Northey, 332 Mass. 110 (see 335 Mass. 201, 206-207). To hold Catherine’s remainder interest contingent would result in an intestacy, which does not seem to have been intended. See Balcom v. Balcom, 333 Mass. 599, 601. No testamentary language overcomes the rule of construction favoring early vesting. In the absence of any ambiguity in the will, the probate judge reasonably excluded certain oral evidence. See Mahoney v. Grainger, 283 Mass. 189, 191-192; Whitbeck v. Aldrich, 341 Mass. 326, 329; Page, Wills (1961 ed.) § 32.11. The facts outlined in the offer of proof would not have led to a different result.