Dow v. Atwood

260 A.2d 437, 1969 Me. LEXIS 223
CourtSupreme Judicial Court of Maine
DecidedDecember 24, 1969
StatusPublished
Cited by2 cases

This text of 260 A.2d 437 (Dow v. Atwood) is published on Counsel Stack Legal Research, covering Supreme Judicial Court of Maine primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dow v. Atwood, 260 A.2d 437, 1969 Me. LEXIS 223 (Me. 1969).

Opinion

*439 WILLIAMSON, Chief Justice.

This action by the Administrator d. b. n. c. t. a. of the Estate of Harold F. Atwood for the construction of the will and instructions for the disposition of property is reported to us on an agreed statement of facts.

We are concerned with the wills, duly probated, of Harold F. Atwood and of his widow, Leonora. The wills read:

Will of Harold:
“After the payment of my just debts, funeral charges and expenses of administration, I dispose of my estate, as follows:
First—
I, give, bequeath and devise all of my property, real, personal, and mixed, wherever found and however situated, to my wife, Leonora S. Atwood, to her so long as she lives, after which, it is my wish that she give, bequeath and devise the same to my brother, Alfred L. Atwood, to him and his heirs forever.”
Will of Leonora:
“I give, bequeath and devise to Alfred L. Atwood that property which came to me under the will of my late husband, Harold F. Atwood, it being my intention to hereby appoint said property to the said Alfred L. Atwood by the exercise of the special testamentary power of appointment given to me in said will, but in nowise to appoint or bequeath to the said Alfred L. Atwood any property other than that belonging to the estate of Harold F. Atwood in which I have heretofore had a life estate.”

Harold at his death on October S, 1945 was survived by his wife Leonora, and as his heirs at law his brother Alfred L. Atwood, his sister Elizabeth A. Record, and children of a deceased brother Roger. Leo-nora died on September 13, 1965.

Alfred died intestate on August 19, 1965 subsequent to the execution of Leonora’s will. He was survived by his wife Mary, who, as administratrix of his estate is a party to this action, and by his only heirs at law, his daughters Mary A. Rideout and Priscilla A. Norton, who also are parties herein.

Elizabeth died intestate in 1959 and was survived by her husband Walter, and by her only heirs at law her sons, Horace A. and Ralph Record, and her daughter Helen E. Damon. The heirs at law are parties herein and Horace is also a party in his capacity as administrator of his mother’s estate.

Merle A. Hedley and Rae A. Ryan, children of Roger, who predeceased his brother Harold, and also “persons unknown who may be children of said Roger Atwood under a different name” are named parties herein.

Thomas Schulten, Esq. was appointed “Guardian Ad Litem for the purposes of this proceeding for all persons unknown, unascertained, hereafter born, and any persons who may be minors at the time of this proceeding or who may have any interest in the subject matter of this action and who are not otherwise represented.”

The controversy is between Harold’s heirs and estate (Harold’s group), Alfred’s heirs and estate (Alfred’s group), and the Guardian Ad Litem.

The objective of the case it to determine who may be entitled to the property remaining at Leonora’s death. Different solutions are urged by Harold’s group, Alfred’s group, and the Guardian Ad Litem.

In construing the will, our task is to find the intent of the testator and to give effect thereto if possible. We must also bear in mind the presumption against intestacy. Green v. Allen, 132 Me. 256, 258, 170 A. 504; Wing, Adm’x C.T.A. v. Rogers et al., 149 Me. 340, 107 A.2d 708.

Harold, in his will, created a life estate in Leonora with a testamentary power in her to appoint the remainder to *440 his brother Alfred. The power of appointment under the will was a special and not a general power. Accordingly Leonora gained nothing under the will apart from her life interest and the limited right to appoint by will to Alfred-. For the moment, we pass consideration of whether the words “it is my wish” were mandatory or preca-tory in meaning. 5 American Law of Property §§ 23.1, 23.12; 1 Bogert Trusts 2d ed. § 116; Restatement, Property § 320. See 1st Portland National Bank v. Rodrique et al., 157 Me. 277, 306, 172 A.2d 107, (special power), and Bar Harbor B & T Co. v. Preacher’s Aid Soc. of Meth. C. (Me.) 244 A.2d 558, 562 (general powers).

Alfred’s group contends that Alfred at Harold’s death and under his will acquired a vested remainder. In short, they urge the will be construed to mean as if it read, “to Leonora for life and then to my brother, Alfred.” They assert the testator did not intend to create, and did not create, a power of appointment at all but left his estate to his brother Alfred, after the life estate to his widow.

The position of the Alfred group in our view is not found within the plain meaning of the plainly expressed provisions of Harold’s will. If the testator had not intended to create a power in his widow to appoint the remainder to Alfred by her will, he could have simply given the remainder to Alfred, as suggested.

The cases cited by the Alfred group in our view do not sustain their position that Alfred’s interest vested at Harold’s death. In Carver v. Wright, 119 Me. 185, 109 A. 896, the testator devised property to his son for life, and at his death “to be equally divided between my children.” It was held that the four children living at the death of the testator held vested interests in the estate subject to the life estate. To the same effect is Leighton v. Leighton, 58 Me. 63. In Strout v. Strout, 117 Me. 357, 104 A. 577, the testatrix left property to Y in trust with the wish that it “be distributed to the children of [X and Y] or their descendants at such times as she [Y] sees fit for their best benefit.” The Court held that the three children living at the death of the testatrix shared equally. In Carver and Leighton there was no power of appointment whatever created by the will. The testator created the estate. In Strout a trustee was given power to determine the times of distribution. Only to this limited extent was discretion placed in the trustee.

The lack of a gift over on default of appointment does not require as a matter of interpretation that Harold intended Alfred to take on the failure of his widow to make the requested testamentary appointment. There is nothing in the will, as we read it, to prevent the disposition of the remainder by intestacy. Such a disposition would be neither absurd nor unusual. Harold may readily have intended that his brother Alfred have the property if his wife so willed, and if not, that it pass by intestacy. The record indicates no specific interest by Harold in any of his heirs other than in the power given to his widow.

We are faced then with the disposition of the remainder, not by way of a vested interest in Alfred at the death of Harold, but upon the failure of Leonora to make an effective appointment to the only person authorized by the donor of the power.

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

Related

In Re Estate of Thompson
414 A.2d 881 (Supreme Judicial Court of Maine, 1980)
National Newark & Essex Bank v. Hart
309 A.2d 512 (Supreme Judicial Court of Maine, 1973)

Cite This Page — Counsel Stack

Bluebook (online)
260 A.2d 437, 1969 Me. LEXIS 223, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dow-v-atwood-me-1969.