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Scottish Court of Session Decisions |
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You are here: BAILII >> Databases >> Scottish Court of Session Decisions >> Burns' Trustees v. Burns [1916] ScotLR 111 (28 November 1916) URL: http://www.bailii.org/scot/cases/ScotCS/1916/54SLR0111.html Cite as: [1916] SLR 111, [1916] ScotLR 111 |
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Page: 111↓
A man died leaving a trust-disposition and settlement whereby he bequeathed the residue of his estate to “such of the children then surviving of the said J. F. B.” (his son) “who were born prior to the date of my death.” At this date certain of the grandchildren were illegitimate, but were legitimised later per subsequens matrimonium. Further, at this date a grandchild was in utero. Held that neither the legitimised children nor the child in utero were included in the class of beneficiaries.
This was a Special Case presented for the opinion and judgment of the Court as to the disposal of the residue of the estate of David Burns, who died on 13th December 1904, and who left a trust-disposition and settlement, dated 11th August 1904, which ran as follows—“… In the third place, on the youngest, or the youngest survivor (as the case may be) of the children of my said son James Forsyth Burns, born prior to the date of my death, attaining the age of twenty-one years complete, I direct my trustees, subject to the declarations after written, to deal with the residue of my estate, and any interest which may have been added thereto and accumulated therewith, as follows, viz.—( Primo) In the event of my said son James Forsyth Burns being then in life, I direct my trustees to divide said residue into such a number of just and equal shares as will be two in excess of the number of children then surviving of the said James Forsyth Burns who were born prior to the date of my death, and to pay over said shares as follows—To my said son James Forsyth Burns two shares, and to each of his children then surviving who were born prior to my death as aforesaid, one share; or ( Secundo) in the event of my said son James Forsyth Burns predeceasing said date of division, I direct my trustees to pay and make over said residue and interest in equal shares to such of the children then surviving of the said James Forsyth Burns who were born prior to the date of my death; declaring that should the whereabouts of one or more of my said beneficiaries be unknown to my trustees, my trustees shall not proceed to divide the estate until they have taken reasonable steps to discover the address of such missing beneficiary or beneficiaries, but should they fail to discover any trace of such beneficiary or beneficiaries within twelve months after the institution of such steps the right and interest of such missing beneficiary shall cease and determine and shall accresce to the remaining beneficiaries under this purpose according to their respective rights and interests, and my trustees shall be thereupon entitled to divide my estate accordingly: Declaring specially that in the event of any of the children of the said James Forsyth Burns who were born prior to the date of my death dying prior to said date of division and leaving issue who shall survive such date of division, such issue shall on no account receive the shares of my estate which their parents would have taken had they survived, it being my desire that only those children of the said James Forsyth Burns who are born prior to the date of my death and who survived said date of division shall be entitled to participate in my estate,”
Page: 112↓
The Case stated the following facts—“(1) The late David Burns, portioner, who resided sometime at 5 Donne Quadrant, Kelvinside, Glasgow—hereinafter referred to as the ‘truster’—died on 13th December 1904, leaving a trust-disposition and settlement, which is dated 11th August 1901, and registered in the Books of Council and Session on 7th January 1905. The first parties are the trustees nominated and appointed by and acting under the said trust-disposition and settlement. The truster was survived by a son—James Forsyth Burns. The said James Forsyth Burns was twice married. By his first marriage, which took place on 4th November 1887, he had six children, of whom two died in infancy. The second parties are the whole surviving children of the said James Forsyth Burns by his first marriage. They were born as follows, namely—James Burns, on 20th August 1886, Barbara Ferguson Burns, on 17th November 1892, Margaret Forsyth Burns on 21st March 1895, and David Burns on 7th September 1897. Three of the second parties, namely, James Burns, Barbara Burns, and Margaret Forsyth Burns, are in majority, and one, namely, David Burns, is in minority. By his second marriage—which took place on 13th January 1905—the said James Forsyth Burns had five children, of whom one died in infancy. The parties of the third part are the two eldest children of the said second marriage. They were born respectively on 7th August 1899 and 13th February 1901, and are still in minority. The party of the fourth part is the widow of the said James Forsyth Burns, and as such is tutor, under and in terms of the Guardianship of Infants Act 1886, of Bessie M'Millan Burns, who was born on 28th May 1905, and is a child of the said James Forsyth Burns. The only other surviving child of the said second marriage was born on 22nd October 1910… . (3) The amount of the trust estate is about £1300. After the death of the truster the first parties paid or applied the income of the trust estate partly for the maintenance in lodgings of two of the children of the said James Forsyth Burns by his first marriage. They further paid or applied the balance of the said income in meeting the rent of the house occupied by the said James Forsyth Burns, and in the maintenance of him and of such of his children as resided with him. (4) The said James Forsyth Burns died on 22nd December 1915. His children by his first marriage are now able to support themselves either wholly or partially. The two eldest children of the said second marriage, being the third parties to this Special Case, were born prior to the date of the second marriage, which took place after the death of the truster. A question has accordingly arisen as to whether the third parties are children of the said James Forsyth Burns born prior to the date of the truster's death within the meaning of the trust-disposition and settlement. The pupil child of the said second marriage represented by the fourth party was born after the date of the said marriage and also of the death of the truster. The said pupil child was in utero at the date of death of the truster, and a question has accordingly arisen as to whether the said pupil child is included in the class of beneficiaries under the said trust-disposition and settlement.”
The questions of law for the opinion and judgment of the Court were—“(1) Are the third parties within the class of beneficiaries under the said trust-disposition and settlement? (2) Is the pupil child of the fourth party within the class of beneficiaries under the said trust-disposition and settlement?”
The third parties argued—Legitimation per subsequens matrimonium rendered the children legitimate as from the date of their birth, subject only to the vested rights of others at that time, which the second parties did not have—Ersk. Inst., i, 6, 52; Bell's Prin., sec. 1627. The legitimation drew back— Munro v. Munro, 1840, 1 Rob. App. 492. It was analogous to the enlargement of a class by the subsequent birth of children— Kerr v. Martin, 1840, 2 D. 752, per Lord Mackenzie at p. 788, per Lord Fullarton at p. 794 et seq.; M'Neill v. Macgregor, 1901, 4 F. 123, 39 S.L.R. 45; Fraser, Parent and Child (3rd ed.), p. 45. Until the period of distribution had arrived one could not tell who those entitled to participate might be— Hickling's Trustees v. Garland's Trustees, 1898, 1 F. (H.L.) 7, per Lord Davey at p. 19, 35 S.L.R. 975; Ross v. Dunlop, 1878, 5 R. 833, 15 S.L.R. 580, per Lord President Inglis, who cited Wood v. Wood, 1861, 23 D. 338; Bartholomew's Trustees v. Bartholomew, 1904, 6 F. 322, per Lord M'Laren at p. 325, 41 S.L.R. 259. At each period of distribution one had to ask what the composition of the class was. There was no condition here that the children indicated were to be those born in lawful wedlock before the death of the truster. The implication of the term “lawful” was not the same as the expression of it, and the words of the will did not exclude those children who had been post-legitimated. Accordingly the third parties were entitled to a share of the residue, and the first question should be answered in the affirmative.
The fourth party argued—A child in utero might be considered as born in the lifetime of its father whenever, as in the construction of a will, that might be to its advantage—Bell's Prin., sec. 1642; M'Laren, Wills, vol. i, p. 696; Grant v. Fyffe, May 22, 1810, F.C.; Mountstewart v. Mackenzie, 1707, M. 14,903. Similar views had been expressed in English cases— Trower v. Butts, 1823, 1 S. & S. 181, approved by Lord Chancellor Westbury in Blasson v. Blasson, 1864, 2 De G. J. & S. 665. The maxim was only applied when it was for the benefit of the child. The second question should be answered in the affirmative.
The second parties argued—No definite rule of this nature had been laid down in Scotland as to such beneficial treatment of children in utero— Grant v. Fyffe ( cit.). There was no Scottish authority quite in line with Blasson ( cit.). The primary rule of construction was to ascertain the intontion
Page: 113↓
of the testator— in re Corlass, 1875, 1 Ch. Div. 460. The object of the testator's bounty were the lawful children existing at the date of his death, at which period vesting took place— Davidson's Trustees v. Davidson, 1871, 9 Macph. 995, per Lord Cowan at p. 1008, 8 S.L.R. 646. The class, having been ascertained, was fixed at the date of the testator's death, and could not be added to at a later date— Walker v. Whitwell, 1916 SC (HL) 75, 51 S.L.R. 438. Both questions should be answered in the negative. At advising—
It is conceded that as matter of construction a bequest or provision to children, whether of the testator or of another, must mean lawful children; nor is there any doubt that the will speaks from the death of the testator. At this testator's death in December 1904 the second family of James Burns were not among the lawful children born prior to the testator's death, for James Burns was not at that time married to their mother. That prima facie would seem to afford sufficient ground for answering the first question in the negative.
But then it is contended that under this settlement there is no vesting and no distribution of the capital till a period which has not yet arrived, and it was argued that therefore the second family of James, having been legitimated by his marriage in 1905, are entitled to come in as lawful children born prior to the testator's death. The argument is ingenious, but I do not think it is sound. I think the class was fixed by the testator as at his own death, namely, the lawful children of James born prior to the date of the testator's death. That class, of course, might be diminished by the failure of one or more of its members before the period of vesting and distribution, but I do not think it can be extended by the introduction of persons who did not at the testator's death possess the essential qualifition or certificate of entry to the class; nor do I think that the qualification of entry could be dependent on the voluntary act of third parties (the marriage of James Burns to his second wife) after the testator's death. Therefore upon a just construction of this settlement I think we must answer the first question in the negative.
As regards the second question, the child Bessie was not in fact born prior to the death of the testator. We were referred to English cases, but whatever may be the result of English decisions upon the law of England, I am not aware of any Scots law which should constrain us to disregard the fact that this child was not born before the testator's death, in view of the jealously guarded exclusion by the testator of James' children not born prior to the testator's death. It seems to me that this question also must be answered in the negative.
It is needless for us to speculate upon the reasons which induced the testator to limit the objects of his bounty to such children of his son as were born prior to the date of his death, or to assign a reason why even in the case of those objects of his bounty their issue were not to take the share which would have fallen to their parents when the date of distribution arrived. We have simply to ascertain what was the intention of this testator as it can be deduced from the language of his settlement. That he had a clear intention in the matter is obvious from the fact that he repeated this limitation in regard to the beneficiaries being only those who were born prior to the date of his death no less than eight times throughout the will. Now at the date of his death who were the persons who fulfilled this description? I think clearly not the parties of the third part, because they were not lawful children at that date, and it is conceded that the word “children” in such a settlement must be read as meaning lawful children; nor the party of the fourth part, because she was not born before the date of the testator's death.
It is true that from a remote period in the history of English law it has been settled that the words “born before the date of my death” shall mean the very opposite, or at least shall have a signification different from that which they would have in ordinary language. Indeed the English Courts have held that “born” shall be read as meaning “not born” but “procreated,” and therefore the word “born” in the cases in England in which the rule was applied was held to signify “procreated before, although born after, my death.” That has been fixed apparently by judicial decision in England in cases where such a construction would be for the benefit of the child in question, but strangely enough not for any other purpose, and not to the effect of postponing distribution if that would not be for the benefit of the child. I do not think we receive any encouragement from the recent
Page: 114↓
The case is interesting, as it is the first time that children who were born before the date of the testator's death but legitimated after that date have sought to have the same privileges as a post natus could legitimately claim where there is no limitation of the class to those who were born before the date of the testator's death; but I do not think there is anything in the law which was so fully developed in Mr Hamilton's argument which can have any bearing upon the true construction of this will, or force us to put an artificial meaning upon the language which the testator has employed.
There is no such authority binding on us. If the above construction of the provision in question is sound, then none of the numerous cases quoted and ably commented on by Mr Hamilton have any application. In none of them did the Court either extend or diminish a class apart from the express, or what the Court thought was the implied, intention of the testator.
The Court answered the first and second questions of law in the negative.
Counsel for the First Parties— Greenhill. Agents— Morton, Smart, Macdonald, & Prosser, W.S.
Counsel for the Second Parties— D. M. Wilson. Agents— Miller, Mathiesou, & Miller, S.S.C.
Counsel for the Third Parties— Hamilton. Agents— Morton, Smart, Macdonald, & Prosser, W, S.
Counsel for the Fourth Parties— Dykes. Agents— J. L. Hill, Dougal, & Co., W.S.
