Burbank v. Sweeney

37 N.E. 669, 161 Mass. 490, 1894 Mass. LEXIS 226
CourtMassachusetts Supreme Judicial Court
DecidedJune 19, 1894
StatusPublished
Cited by19 cases

This text of 37 N.E. 669 (Burbank v. Sweeney) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Burbank v. Sweeney, 37 N.E. 669, 161 Mass. 490, 1894 Mass. LEXIS 226 (Mass. 1894).

Opinion

Barker, J.

The testator first gave all his estate to his wife for life, and then proceeded to deal with the remainder after her death by giving to a nephew one piece of land and two thousand dollars, to another nephew another piece of land, and to an academy three thousand dollars, the income of which is “ to be appropriated to aid some religious young man or men of promise in their preparation for college.” The will concluded with this provision: “ Item 4th. The remainder of my estate I leave for my wife to dispose of as she may deem expedient, but in the event that she should make no disposition of the same during her lifetime, I give the remainder of my estate not disposed of as above to my heirs at law.”

The demandants are his nephews and nieces and his heirs at law. The demanded premises were his home until his death, in the year 1873, and the home of his widow until her death, on October 26, 1891. She made no sale or conveyance, but by a will executed on June 27, 1890, devised the premises to the tenant. The testator was not a lawyer, and his will was drawn by himself.

The tenant contends that the will gave to the widow a power of disposal by will, while the demandants contend that the clause “but in the event that she should make no disposition of the same during her lifetime, I give the remainder of my estate not disposed of as above to my heirs at law,” limits her power to conveyances to take effect during her life, so that she had no power of disposal by will, and that they are entitled to recover as devisees.

While the fact that the testator was not a lawyer is of some significance, the will does not indicate ignorance; while it shows some want of accuracy in the use of technical language, the testator would seem to have been able to express his intentions with considerable clearness and force. As might be expected from his situation, possessing an ample property, and having a wife and no children, and no relatives nearer in degree than nephews and nieces, his dominant purpose is to make his wife his chief beneficiary. That he had affection for her and confidence in her judgment is shown by the language, in which [492]*492he makes her sole executrix without bonds, as well as by that in which he leaves the bulk of his estate for her to dispose of as she may deem expedient. Considering his circumstances, this power was not conferred with the view of insuring her support if her income should be insufficient for that purpose, but as a mark of esteem and confidence, and to strengthen and dignify her position as an aged widow without children. The will itself shows, by the charitable bequest to take effect after her death, and the gifts to two of his nephews, that he knew that his estate was more than sufficient for her needs, and that he did not have a decisive feeling for his nephews and nieces as a ■ class, but was content to leave it to the discretion of his wife whether four of the six should ever receive any part of his estate. The agreed facts also show that both the testator and his wife were actuated more by the desire to do honor to each other, and to aid in charitable work, than to perpetuate an .estate, and the fact that she was so disposed may be presumed to have influenced his action.

The precise question is whether he intended that his widow should have power to dispose by will of the property which he left for her to dispose of as she might deem expedient. Reading the clause in which the testator, after having made in the two •previous items of his will three gifts to take effect after the decease of his wife, provides for the ultimate disposal of the rest of his property, and, in so doing, at the outset leaves the bulk of his estate for her “ to dispose of as she may deem expedient,” a ■majority of the court think that the testator meant to empower his wife to make a disposition of that part of his estate by will. In the first place, he contemplated that she would hold and enjoy all his property during her life. The appraised value of his whole estate was $25,000, and of this the demanded premises, on which was his dwelling-house, were appraised at $3,000. Besides the homestead he had no real estate, except the two parcels which after his wife’s decease were given specifically to two nephews, and which were appraised at $1,000. All of his land except the homestead having been previously given after his wife’s death to nephews in such a way that the power of disposal which he was drafting could not affect it, that power was to affect, aside from personalty, only the homestead where he [493]*493resided, and where his wife would naturally continue to reside during her life. All of the property to which the power was to apply was property which he would wish and expect his wife to keep throughout her life. To give her a power to dispose of it only by deed or act to take effect during her life would be but an empty gift, requiring, to make it effectual, that she should in her old age devest herself of her money resources or her home. On the other hand, the power to dispose by will would be one in the highest degree beneficial to her, enabling her to enjoy during her whole life all of the property which he had given for her sole use and benefit during that term, and yet placing in her hands the means of rewarding those who should remain faithful to her, and of disappointing the hopes of his heirs if she saw fit. We do not think that the testator by the concluding portion of the sentence intended to restrict the full power of disposition which his words, as read in the light of the whole will and of the circumstances under which it was drawn, were meant to confer, and which included the power to dispose by will. He was writing his own will, and, judging him by it, he knew how to express clearly and explicitly a limitation of the power, if it was his wish to limit it. Not being a lawyer, it is not probable that he knew that an instrument which must be executed by his wife during her life, and which would dispose of the property by words speaking in the present tense, would for technical reasons have no operation during her life, and so might be contended not to be a disposition made during her life. By the words “ not disposed of as above,” he did not refer to a disposition to be made by his wife under the power, but to the gifts to the two nephews and to the academy made by himself in the two prior items of the will, so that there is no implied iteration by reference of the phrase “ during her lifetime,” and no implication that those words had to his mind any special meaning or importance. Again, the exact contingency on which the remainder is given to his heirs has not happened. That was “ in the event that she should make no disposition of the same during her lifetime.” But during her lifetime she did make a disposition by will; and all the acts necessary to make it an operative and effectual disposition must necessarily be done during her lifetime and by her; and the testator’s thought in drafting the power would be that, if she [494]*494executed it by will, she must do so in her lifetime. The natural signification of the words “during her lifetime,” as they are here used by this testator, is either to make it sure that she should have all her life in which to execute the power by will or otherwise, as she might deem expedient, or, as an equivalent for the phrase “ after the decease of my wife," which he had used in the two preceding items, showing that the gift to his heirs, even if during her whole life his wife did nothing to dispose of the property, was not to take effect until after her death.

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Cite This Page — Counsel Stack

Bluebook (online)
37 N.E. 669, 161 Mass. 490, 1894 Mass. LEXIS 226, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burbank-v-sweeney-mass-1894.