Buckingham v. Clark

23 A. 1085, 61 Conn. 204, 1891 Conn. LEXIS 85
CourtSupreme Court of Connecticut
DecidedNovember 16, 1891
StatusPublished
Cited by7 cases

This text of 23 A. 1085 (Buckingham v. Clark) 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
Buckingham v. Clark, 23 A. 1085, 61 Conn. 204, 1891 Conn. LEXIS 85 (Colo. 1891).

Opinion

Seymour, J.

It appears from the finding of facts in this case that the defendant and Amos Clark were married in the year 1836. Each brought about the same amount of property, which was mingled and invested together, mainly in the husband’s name, and accumulated upon so that said Amos left at his death an estate amounting to $14,000 or more, as the fruit of their industry.

They had two children, namely Walter A. and Augusta. The latter married Andrew Buckingham in the year 1889 and is the present plaintiff.

Before June 17th, 1887, said Amos and Lamira, being desirous of making gifts to their children to the amount of about $4,000 each, deeded to their son a farm valued at that sum, and gave their daughter $1,200. Amos afterward drew up and signed a will containing a legacy of $2,800, to his daughter, “to make her equal with Walter,” but finally decided that it would be better to pay the $2,800 in his lifetime, and not require his daughter to wait until his death before the same should be paid. He therefore arranged with his wife for the payment thereof by a note to their daughter, to be executed by them jointly and severally, it being understood by the makers that, if the note was not paid during the husband’s lifetime, the wife would pay it, if she outlived him. Whereupon on June 15th, 1887, said Amos made his *207 will, leaving all his property to his wife, and he and she executed and delivered to the plaintiff their joint and several note for the sum of $2,800, without interest, “ to make her equal with Walter A., her brother.” The note was substituted for the legacy to Augusta contained in the first will, and the new will was made giving all the property to the wife, upon the faith and by reason of the promise and agreement of the wife that she would pay the $2,800 out of her husband’s estate if the same was not paid in bis lifetime.

Subsequently the $2,800 note was reduced by payments made by Amos and his wife, so that May 1st, 1889, there was due $1,650 thereon, for which amount on said day they signed and delivered to the plaintiff a new note, bearing interest from its date, and took up the old note. When the latter note was executed Amos declared in the presence of his wife and daughter that be expected to pay it in his lifetime, as it would be too long for Augusta to wait for it until his death, and the defendant signed it at the urgent request of her daughter and husband, who reminded her of her promise, and with the expectation that it would probably be paid in his lifetime. But the new note was fully intended by the parties merely as a renewal and substitute for the original note reduced as aforesaid. The daughter also expected that her father would pay the note in his lifetime, but that, if he did not, her mother would pay it out of his estate if she survived him. Amos died June 11th, 1889; his will was duly proved, and the defendant qualified as executrix.

The plaintiff presented her claim on the note to the executrix within the time limited for presenting claims against Amos Clark’s estate. It was rejected, and the plaintiff duly notified. Afterwards the plaintiff made demand on the defendant personally, and in accordance with her present claim, for payment, which was refused. Thereupon the plaintiff brought her complaint, stating the facts substantially as above recited, and that said Amos willed his property to his wife, the defendant, with the expectation and with the understanding, and with the promise and agreement on her part, that said amount of $2,800 should be paid from his *208 estate, if not before paid, and that the defendant took said estate charged with the trust of paying the same therefrom ; and praying — (1) that she may be equitably relieved, and receive the full amount of said note, with interest from the estate of said defendant by order and judgment and decree of the court; (2) that the court decree her the amount of said note and interest from said defendant; (3) or such other equitable relief as is just and right.

The defendant demurred to the complaint, because “ (1st) It appears on its face that the plaintiff has a plain, adequate and complete remedy at law for such cause of action as she therein claims, by the presentation of her claim against the estate of said Amos Clark deceased, and by bringing an action at law within four months after notice to her that her claim was so disallowed, and by action at law against the defendant. (2d) Said complaint shows no legal or valid consideration or promise for which this suit or action could be maintained or recovery had against the defendant in her individual capacity by the plaintiff.”

To the relief sought the defendant demurred because, on the facts stated, the plaintiff was not entitled to the relief therein sought. The demurrer was overruled and the defendant answered over.

At the trial the plaintiff claimed that upon the facts as proved the defendant took her husband’s estate charged with the trust of paying the amount of said note and interest to the plaintiff. The defendant resisted the plaintiff’s claims and insisted that the facts proven did not establish the trust claimed or that said notes were the declaration of any trust or otherwise legally bound the defendant. The court rendered judgment for the plaintiff, agreeably to her second prayer for relief, to recover “ the amount of a certain note and interest thereon, being the sum of $1,845.25, and costs.”

The defendant appealed, and claims that the Superior Court erred in overruling the demurrer; and also, to state in general terms so much of the appeal as is pertinent under the claims and rulings made at the trial, that the court erred in holding, upon the facts as found, that the defendant took *209 the estate of her husband charged with the trust of paying the amount of the $1,650 note with interest, and in holding the note to be a declaration of the trust claimed in favor of the plaintiff.

It appears from the record, from which we have quoted very much at length, that, in the proceedings in the court below, the defence was aimed at the form in which the plaintiff sought to assert her rights. That in some way the amount of the note ought to be paid out of the property left by Amos does not seem to have been denied. Nor is it suggested that it makes any difference to the defendant whether the claim be first paid out of her husband’s estate and she takes the balance, or whether she takes the entire estate and pays the claim. However that may be, the question for our consideration is, did the Superior Court err in its rulings upon the questions made before it?

If no note had been given in this case, if the husband, having made a will containing a legacy to his daughter, had simply made a new will giving all his estate to his wife upon her promise to pay the amount of the proposed legacy out of the estate so willed to her if the same was not paid before the husband’s death, it would not be questioned but that a remedy in equity could be had. We need not look beyond our own reports for an authority in point. In Dowd v. Tucker, 41 Conn., 197, a person upon her death-bed desired to change her will and give certain real estate to a niece, and had a codicil prepared for that purpose. By the will all the property was given to Tucker, and before signing the codicil she wished to secure his consent to the change.

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Bluebook (online)
23 A. 1085, 61 Conn. 204, 1891 Conn. LEXIS 85, Counsel Stack Legal Research, https://law.counselstack.com/opinion/buckingham-v-clark-conn-1891.