In re Moss
[1899] 2 Ch. 314, aff'd [1901] A.C. 187 (H.L.)
Moss lived in England. He made
his wife Elizabeth and his niece Fowler co-executors in his estate. His will created a trust that
that would provide for Elizabeth for the rest of her life, and then go to
"Fowler and the child or children of my sister Emily who shall attain
the age of 21 equally to be distributed between them as tenants in
common."
At the time the will was
executed, Elizabeth, Fowler (who was under 21), Emily, and Emily's 5
children were all still alive.
Fowler then predeceased
Moss.
A few years after Moss died,
his wife Elizabeth died.
Elizabeth's heirs argued
that since Fowler predeceased Moss, her share of the trust had lapsed into Moss's residual estate, which passed to
Elizabeth which now passed to them.
Emily's children argued that
the trust was a class gift, and as
the only remaining survivors of that class the entirety of the trust should pass to them.
The Trial Court found for
Elizabeth's heirs and decided that Fowler's share had lapsed. Emily's children appealed.
The Trial Court found that
Fowler was not part of the class gift
that went to Emily's children. While Emily's children represented a
class that should get a share of the trust, Fowler was a separate named
individual who got a share the trust.
The English Appellate Court
overturned and found that Fowler was a member of the class.
The Appellate Court found
that there was no good common law on this issue, so they'd have to come
up with a rule de novo.
The Appellate Court found
that a class gift can include both
named and unnamed individuals. The important factor was determining the
intent of the testator. In
this case, it was clear to the Appellate Court that Moss wanted the
entirety of the trust to go to the people he named as beneficiaries. To
give part of the trust to someone who was not named as a beneficiary
would frustrate the intent of the testator.