Gilbert v. Chapin

19 Conn. 342
CourtSupreme Court of Connecticut
DecidedAugust 15, 1848
StatusPublished
Cited by21 cases

This text of 19 Conn. 342 (Gilbert v. Chapin) 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
Gilbert v. Chapin, 19 Conn. 342 (Colo. 1848).

Opinions

Church, Ch. J.

The plaintiffs are the children of William Gilbert, deceased, and claim the land in dispute, if not as his devisees, then by virtue of the last will and testament of their mother, Abby II. Chapin.

William Gilbert was seised of the premises, and died January 13th, 1844, having duly executed his will, on the 8th day of the same month, leaving these plaintiffs and their mother, then Abby H. Gilbert, surviving him. By his will, he thus disposed of his estate, to wit: “ After the payment of my just debts, I give, devise and bequeath all my estate, real and personal, to my wife, Abby H, Gilbert, to her and her heirs forever; recommending to her to give the same to my [346]*346children, at such time and in such manner as she shall think best,1

On the 22d day of November, 1844, the said Abby intermarried with Albert Chapin, the present defendant, and died on the 2d day of July, 1847, leaving two children, the issue of her second marriage. By her last will and testament, duly executed, and dated June 17th, 1847, she made provision for the payment of a note, which was signed jointly by herself and her husband, and authorized her executor to sell any portion of her estate for its payment; and then to her children by her first husband, the plaintiffs, she gave all her estate, both real and personal, which should remain after the payment of the note aforesaid and necessary expenses, to be equally divided between them.

The defendant, at the decease of his wife, was in possession of the land in question, the same of which the said William Gilbert died seised, and still claims the same as a tenant by the curtesy, by virtue of his marriage with the mother of the plaintiffs, and having children by her. The respective rights of these parties depend upon the legal construction of the will of William Gilbert. Did his wife take an absolute beneficial interest — -a fee simple — under that will ? If she did, as the defendant here claims, her second husband, who is the defendant, is a tenant by the curtesy, and has a life estate in the demanded premises. But if she was merely appointed trustee for the plaintiffs, or in addition to this, took a life estate for her own benefit, then no claim of her surviving husband can be interposed to prevent a recovery by the plaintiffs.

1. By a long course of decisions in the English courts of equity, language of recommendation, or expressive of desire, hope, confidence, &c. used by testators, or, as it has been sometimes called, precatory language, has been construed to create a trust in the immediate devisee or legatee for the benefit of others, as being the real objects of the testator’s bounty. And perhaps in England, such a construction, with modern qualifications, may have become so far a recognized rule of property, as that it cannot now safely be abandoned. But in the tew American cases which we have seen, in which [347]*347this principle has been referred to, we find nothing which we can regard as authority.

The case which we are now discussing, does not require of us a repudiation of the doctrine of recommendatory trusts; nor do we say, that we would not support them, in cases wherein the language of commendation or desire very clearly imported a fixed and imperative purpose. But we are sure, that in a majority of the cases, in which courts have discovered trusts, as they have believed, in language merely preca-tory, the real intention of testators has been subverted. And such, at length, is the opinion of the most eminent English judges. However this may be, we think, that submitting the peculiar phraseology of this will to the test of the best consid-⅜ ered English authorities, and no trust in Abhy H. Gilbert will be recognized. And even the rule stated by the master of the rolls, in the case of Malim v. Keighley, 2 Ves. jr. 333. would not govern this case ; although that may be classed among the earlier cases, and the rule there laid down has not been approved or followed in later ones. It is this : “Whenever a person gives property in the language of recommendation, and points out the object, the property and the way it shall go, that does create a trust.” Here, although the objects and the property are well enough defined, yet the way in which the property shall go — how much each child shall take, is not pointed out, but left entirely to the discretion of the testator’s wife.

By the early adjudications, a trust was raised, where not only the property devised, but the persons who were to take( by the commendatory terms of the will, were left quite doubtful ; thereby in effect leaving it to the devisee in trust, or to the court in enforcing the trust, to dispose of the estate, instead of giving effect to the testator’s will, made and executed by himself, as the statute of wills required. And thus, if lands were, by words of recommendation, &c. designed for the relatives of the testator, without more particular designation, it was said, that his heir at law alone would take ; and if personal estate, that it should go to such relatives as could legally make claim under the statute of distributions. Wright v. Atkyns, 19 Ves. jr. 299. Leigh v. Leigh, 15 Fes. jr. 92. Pyot v. Pyot, 1 Fes. 335.

The latter cases seem to require greater certainty ; and it [348]*348has been several limes holden, within a few years, that no trust , . , . . ... . } . will be raised, by expressions in a will importing recom-emendation, hope, confidence, desire, &c. unless there be certainty as to the parties who are to take, and what they are to take ; nor if a discretion whether to act or not, be left with the devisee, or so called trustee. Curtiss v. Rippon, 1 Madd. R. 434. Abraham v. Almon, 1 Russ. 509. Meredith & al. v. Heneage & al. 1 Simons, 512. Sale v. Moore, Id. 531. Wynne v. Hawkins, 1 Bro. Ch. R. 179. Howard v. West, 1 Sim. & Stew. 387. Tibbitts v. Tibbitts, 19 Ves. jr. 656. Bardswell v. Bardswell, 9 Simons, 320. Pipe v. Pope, 10 Simons, 1. Knight v. Knight, 3 Beavan, 148. 1 Jarman on Wills, 338. 2 Story’s Eq. § 1070, And we notice in the foregoing case of Bardswell v. Bardswell, that the eminent counsel say, that to raise a trust in a case like the present, it must be ascertained what proportion each child is to take — a position not disputed, either by the opposing counsel, or by the court. And indeed, this must follow from the doctrine, that the trustee has no right, upon his own discretion, to make dislribution. And in the case of Pope v. Pope, before cited, the court, in deciding against the trust, alludes to the fact, that, in that case, the wife, who, as in this, was the devisee, had a discretionary power of distribution among the children, according to her estimate of their wants and deserts.

We think, in the will before us, that there is as much of this uncertainty of description, and of the portions which each child was to take, and as much of discretionary power conferred upon the devisee, as was adjudged, in many of the cases referred to, to be sufficient to defeat the trusts there claimed.

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Bluebook (online)
19 Conn. 342, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gilbert-v-chapin-conn-1848.