Bryan v. Bigelow

60 A. 266, 77 Conn. 604, 1905 Conn. LEXIS 20
CourtSupreme Court of Connecticut
DecidedMarch 9, 1905
StatusPublished
Cited by28 cases

This text of 60 A. 266 (Bryan v. Bigelow) 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
Bryan v. Bigelow, 60 A. 266, 77 Conn. 604, 1905 Conn. LEXIS 20 (Colo. 1905).

Opinion

Hall, J.

This is an action brought by William J. Bryan, as executor of the will of Philo S. Bennett, to determine the construction to be placed upon a certain clause of Mr. Bennett’s will, upon the ground that there is such a question as to its proper construction that the executor cannot safely discharge the duties of his office without the advice and protection of a court of chancery.

The questions presented by this appeal are stated in the following inquiry propounded by the executor in paragraph 9 of the complaint: “ Are the bequests and trusts mentioned in section 12 of said will valid, and is said Grace Imogene Bennett, in said section named, or are the residuary legatees, entitled to receive the fifty thousand dollars (§50,000) therein mentioned, or is William J. Bryan entitled to receive the said sum ? ”

The real question to be considered is whether the trust upon which the §50,000 was given to Mrs. Bennett has been lawfully created ; if it has not, the money should not be paid to her, either as an individual or as a trustee. Mrs, *612 Bennett herself makes no claim, either as an individual or as a trustee, to any interest in the money, as a legatee under the twelfth clause of the will. If the trust upon which the sum is given to her by paragraph 12 is neither disclosed by the will itself, nor created by the sealed letter, the gift to her as trustee becomes inoperative, and the beneficial interest in the sum named results to the residuary legatees named in section 84 of the will. 1 Perry on Trusts (5th Ed), §§ 92,150, 157; Lewin on Trusts (Amer. Ed., 1888, with notes), 144; Phelps v. Robbins, 40 Conn. 250, 274. The controversy is therefore one between Mr. Bryan as an individual and as an alleged trustee under the sealed letter, Exhibit 1, upon the one hand, and the residuary legatees, of whom Mrs. Bennett is one, upon the other; the issue between them being whether a valid bequest of the 150,000 named in the sealed letter and in section 12 of the will, has been made to Mrs. Bennett in trust, either by force of the sealed letter itself, or by the twelfth paragraph of the will, or by the sealed letter and said paragraph together.

The sealed letter is an instrument of both a dispositive and testamentary character. It directs to whom the money shall be paid by Mrs. Bennett, and it directs that it shall be paid after the death of the testator, without giving any interest in the sum named to take effect during his life.

No effect can be given to this letter as a part of the will, even if the evidence offered proves that it was in existence and known to the testator at the time the will was executed. We held in Bryan's Appeal, 77 Conn. 240, 246, that there was no such clear, explicit reference in the will itself to any specific document, as to incorporate the sealed letter into the will, and that such defective reference in the will could not be helped out by parol evidence.

The letter cannot operate as a declaration of the trust upon which the money was bequeathed ’to Mrs. Bennett. Our statute of wills is not only directory but prohibitory. Irwin's Appeal, 33 Conn. 128. To treat this letter as an operative declaration of trust would be, in effect, to hold that a testamentary disposition of property could be made *613 by an instrument not executed in conformity with the statute regulating such transfers of property. Mr. Perry in his treatise on the Law of Trust and Trustees, Vol. 1, § 92 (5th Ed.), in discussing the question of whether a parol expression of intention by a testator to create a trust, though void as a devise or bequest, may yet be good as a declaration of trust, and quoting with approval the language of Lewin on Trusts, says: “ We may therefore safely assume, as an established rule, that if the intended disposition be of a testamentary character and not to take effect in the testator’s lifetime, but ambulatory until his death, such disposition is inoperative, unless it be declared in writing in strict conformity with the statutory enactments regulating devises and bequests.” Again, in Phelps v. Robbins, 40 Conn. 250, 273, in referring to the claim made, that documents which were held to be so defectively referred to in a will as not to become a part of it might still be used as a declaration of the trust upon which the property was conveyed to the trustees named in the will, this court said: “ Allowing them thus to operate is in effect making them a part of the will.” In speaking of the effect of the statute of wills, Judge Loomis, in giving the opinion of the court in Lane’s Appeal, 57 Conn. 182,187, says : “ So that our statute amounts to a positive rule for the transmission of property, which must be complied with, as a complete act at the time of the execution, or never, so far as the act of the testator is concerned.” To the same effect is Groodwin v. Keney, 49 Conn. 563, 565.

That the twelfth clause of the will, unaided by the sealed letter, makes no disposal of the equitable interest in the $50,000 named- therein, admits of no question. To what purposes the sum given to Mrs. Bennett in trust is to be devoted, and in whom the beneficial interest in that sum is to vest, is neither stated nor attempted to be stated in paragraph 12, independently of Exhibit 1.

But it is urged that the twelfth clause of the will and the sealed letter, read together, clearly show the purposes to which the testator intended the $50,000 given to Mrs. Ben *614 nett in trust should be devoted by her, and show a valid bequest to her as trustee; and that the sealed letter and other exhibits offered in evidence should have been received for the purpose of showing such intention of the testator, and of thus enabling the court to properly construe the will.

It may be conceded that such an intention of Mr. Bennett is clearly shown by these exhibits, but it does not follow that they are for that reason admissible as evidence, or that they can be considered in construing the will. While extrinsic evidence may be admitted to identify the devisee or legatee named, or the property described in a will, also to make clear the doubtful meaning of language used in a will, it is never admissible, however clearly it may indicate the testator’s intention, for the purpose of showing an intention not expressed in the will itself, nor for the purpose of proving a devise or bequest not contained in the will. It is “ a settled principle, that the construction of a will must be derived from the words of it, and not from extrinsic averment.” Greene v. Dennis, 6 Conn. 292, 299. A will cannot be established by showing an intent to make one. Avery v. Chappel, 6 Conn. 270, 275. In Crosby v. Mason, 32 Conn.

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

Related

Connecticut Junior Republic v. Sharon Hospital
448 A.2d 190 (Supreme Court of Connecticut, 1982)
Waterbury National Bank v. Waterbury National Bank
291 A.2d 737 (Supreme Court of Connecticut, 1972)
Fidelity Title & Trust Co. v. Clyde
121 A.2d 625 (Supreme Court of Connecticut, 1956)
Nash v. Danbury National Bank
88 A.2d 397 (Supreme Court of Connecticut, 1952)
Beardsley v. Merry
72 A.2d 829 (Supreme Court of Connecticut, 1950)
Beardsley v. Merry
16 Conn. Super. Ct. 254 (Connecticut Superior Court, 1949)
Griswold v. First National Bank
58 A.2d 256 (Supreme Court of Connecticut, 1948)
Kinnear v. Langley
192 S.W.2d 978 (Supreme Court of Arkansas, 1946)
Speyers v. Manchester, Extrx.
12 Conn. Super. Ct. 454 (Connecticut Superior Court, 1944)
Peyton v. Wehrhane
6 A.2d 313 (Supreme Court of Connecticut, 1939)
Whitney v. Whitney
6 Conn. Super. Ct. 399 (Connecticut Superior Court, 1938)
Union & New Haven Trust Co. v. Koletsky
167 A. 803 (Supreme Court of Connecticut, 1933)
Gibson v. Hills
272 P. 660 (Supreme Court of Colorado, 1928)
Mahoney v. Mahoney
120 A. 342 (Supreme Court of Connecticut, 1923)
Axtell v. Coons
89 So. 419 (Supreme Court of Florida, 1921)
O'Leary v. Lane
232 S.W. 432 (Supreme Court of Arkansas, 1921)
Johnson v. Helmer
196 P. 385 (Oregon Supreme Court, 1921)
Atwood v. Rhode Island Hospital Trust Co.
275 F. 513 (First Circuit, 1921)
Dozier v. Dozier
77 So. 700 (Supreme Court of Alabama, 1918)

Cite This Page — Counsel Stack

Bluebook (online)
60 A. 266, 77 Conn. 604, 1905 Conn. LEXIS 20, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bryan-v-bigelow-conn-1905.