Beardsley's Appeal From Probate

60 A. 664, 77 Conn. 705, 1905 Conn. LEXIS 34
CourtSupreme Court of Connecticut
DecidedApril 26, 1905
StatusPublished
Cited by3 cases

This text of 60 A. 664 (Beardsley's Appeal From Probate) is published on Counsel Stack Legal Research, covering Supreme Court of Connecticut primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Beardsley's Appeal From Probate, 60 A. 664, 77 Conn. 705, 1905 Conn. LEXIS 34 (Colo. 1905).

Opinion

Baldwin, J.

If the bequest provided for in the second article of the first codicil to the will of Mary W. Beardsley was valid and operative in October, 1904, it was necessary that a trustee should be appointed to receive it. Unless it was so plainly invalid and inoperative that no ground for claiming the contrary could be asserted which was worthy of serious consideration, it was the duty of the Court of Probate to grant the petition for such an appointment. Chamberlin’s Appeal, 70 Conn. 363, 379; Colburn’s Appeal, 76 id. 378. The bequest was not thus plainly invalid or inoperative, and the decree was the only one that, under the circumstances, properly could have been made.

On this appeal the Superior Court has wider powers. It can do what the Court of Probate could not — declare authoritatively what is the proper construction and effect of the will. All parties concerned in the questions raised be *709 ing before it, it is in the interest of justice that this power should be exercised. Mack’s Appeal, 71 Conn. 122, 134.

The original will discloses a purpose to secure the erection at Weiser, Idaho, by a certain corporation established there, of a building as a memorial of the deceased husband of the testatrix, to cost $5,000, and to serve uses connected with an industrial school. The first codicil is in furtherance of the same purpose, except that a different corporation was made the beneficiary. The conditions of the gift are otherwise altered only so as to ensure more effectually the early erection of a suitable building. To this end, instead of a gift of $5,000, to be thus used, was substituted a gift of the same sum to trustees, to be invested until a building should be erected from plans approved by them, and then to be paid over, with any accumulations of income, to the trustees of the school corporation. Had the testatrix intended that the approval of the plans, which she required, should be by the latter, it would have been unnecessary to make any special provision in respect to that. Such a building could only be erected on plans previously prepared, and those on whom the duty to erect it rested would necessarily be the ones to prepare or approve them. While therefore, grammatically, the words “ which shall be approved by said trustees ” would naturally refer to the trustees last previously mentioned, namely, “the trustees of said industrial school,” they must, to give them the importance which was evidently attached to them by the testatrix, be construed as relating to her executors or their successors in the capacity of trustees under the codicil.

The school corporation by which the building was to be erected was one to be incorporated not later than January 1st, 1901. Freedom of incorporation for educational and charitable purposes under general laws has become a recognized feature of American government. The testatrix accorded to those interested in the school which she designed to benefit a liberal time for giving it a corporate form; and they accomplished this result during the same month in which the codicil was executed. In order to .secure the benefit of *710 her bounty it then remained necessary that her will should take effect by the occurrence of her death, and that a satisfactory building should be erected.

The appellant contends that it was also necessary that the building should be erected not later than January 1st, 1901.

The first sentence of the second article of the first codicil, considered by itself, does not lead to such a conclusion. According to this the $5,000 is to be held in trust until,.by a time not later than that date, the beneficiary shall be incorporated, “ and until ” the building shall be erected. The limit of time thus specified apparently applied only to the act of incorporation. But the second and third sentences of this article must be read in connection with the first, and, if possible, as parts of a connected whole. Taken literally as they stand, these contain a requirement that the building shall be erected not later than January 1st, 1901, and a provision that should it not be, the legacy shall go to the residuary legatees for whom the appellant is trustee. '

The testatrix must have known that her will could not take effect before her death. Then it would first speak her wishes. Until then the legacy would not come into existence, and there could be no executors to receive and invest it, as trustees, or to approve the building plans. It is argued by the appellant that their approval might have been sought and given during the life of the testatrix, or, had the building been completed by January 1st, 1901, after her decease. But during her life there could be no trustees under her will,; nor can it reasonably be supposed that she contemplated the erection of such a building on plans not previously approved by her designated representatives, and so at the risk of the loss of the legacy after its full amount had been expended by the charitable institution which she designed to benefit.

It is evident also that the testatrix supposed that her trustees would not be called upon to pay over the $5,000 to the trustees of the corporation for a considerable time after her decease. It would not, in the ordinary course of the settlement of an estate, have passed from the hands of her *711 executors, as sucli, into their hands as trustees, under the first codicil, until a 3-ear after her decease; nor until then would it bear interest. Duffield v. Pike, 71 Conn. 521. The codicil was executed October 6th, 1899. Had the testatrix died on that day, the §5,000 would not in due course of law have been made a productive fund before October 6th, 1900. She .directs that it shall be “ properly invested ” by the trustees to whom it was bequeathed and, if the trustees of the school corporation ultimately receive it, it is to be paid to them “ with its accumulations.” These provisions throw a strong light on the manner in which she supposed that this corporation would profit by her bequest. It is difficult to imagine any other reason why the money should be invested as an accumulating fund than that it would not be wanted until the completion of the building, and that the building would not be completed until after her decease.

Where the general intent of a testator is reasonably clear, it is rarely defeated by an inaccuracy or inconsistency in the expression of a particular intent. Pinney v. Newton, 66 Conn. 141, 152; Goodrich v. Lambert, 10 id. 448, 452. In the codicil now in question the general intent is plain. A certain body of men, if incorporated by January 1st, 1901, were to receive from her estate a fund of §5,000 with the addition of accumulations of income earned by it after her decease, provided the corporation erected a memorial building on plans approved by special trustees whom she invested with authority .to that effect. To suppose that she could have expected any addition to the fund worth naming, by reason of income to be earned between October 6th, 1900, which was the earliest date at which it would in ordinary course have been set apart, and January 1st, 1901, is absurd.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Hoenig v. Lubetkin
79 A.2d 278 (Supreme Court of Connecticut, 1951)
Carlstrom v. Frackelton
263 Ill. App. 250 (Appellate Court of Illinois, 1931)
Peek v. Woman's Home Missionary Society
136 N.E. 772 (Illinois Supreme Court, 1922)

Cite This Page — Counsel Stack

Bluebook (online)
60 A. 664, 77 Conn. 705, 1905 Conn. LEXIS 34, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beardsleys-appeal-from-probate-conn-1905.