Gould v. Mather

104 Mass. 283
CourtMassachusetts Supreme Judicial Court
DecidedMarch 15, 1870
StatusPublished
Cited by11 cases

This text of 104 Mass. 283 (Gould v. Mather) 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
Gould v. Mather, 104 Mass. 283 (Mass. 1870).

Opinion

Ames, J.

The testator, by his last will and testament, appointed his wife to be the executrix, and Henry N. F. Marshall to be the executor; and in the next clause, he directs his executrix and executor to pay out of his estate all of his funeral enarges and his just debts. In the third clause, he gives, devises and bequeaths unto his “ said executrix and executor ” all of his real, personal and mixed estate, to be held by them in trust for his four children and their legal representatives, for cer[287]*287tain purposes, which he proceeds more specifically to define. The trust is not expressed with the highest degree of technical accuracy and skill; but its general purpose may be said to be, to delay the final distribution of the estate for the term of ten years; to require the executrix and executor, in the mean time, out of the personal estate and income, to make such payments, upon any mortgages of real estate, as “ they may deem expedient and for the interest of all concerned ; ” to provide for the necessary support of the executrix “ from the balance of income that may be left after paying said mortgage debts, and from year to year,” not exceeding her right in and to the estate; and to provide for the support of his four children “ out of the personal estate or income,” and for the investment and accumulation of their portion of the yearly income, not required for their support. There is nothing in the language of the trust to indicate that the testator expected that any part of the real estate would be sold, or needed, for the payment of any of his debts, (whether due upon mortgage or otherwise,) or for the support of his wife orchis children. On the contrary, her support is made a specific charge upon the income, or so much as may be left after the payment of such mortgages as may be paid under the discretionary power given to the executors; and the support of the children, though expressed to be chargeable upon the personal property or income, is provided for in a manner which indicates that the testator supposed that the income would be more than sufficient for that purpose. So far as the third clause of the will goes, it furnishes no authority for the sale of real estate of the testator for the purpose of raising funds for the payment of debts, or in fact for any purpose whatever. The only authority given to the executors to sell any portion of the real estate is contained in the fourth clause of the will, and although it is there expressly given, in the most general terms, it is given only for the purpose of changing the form of investment for the benefit of the testator’s children, and can only be exercised in pursuance of that purpose. They can sell only for the purpose of reinvesting the proceeds for the benefit of the children.

[288]*288The case finds that the sale made by the defendant was not only believed by her to be, but was in fact, expedient and for the benefit of the estate; that an adequate consideration was received; and that the proceeds have been applied to the benefit of the estate; that is to say, as we understand the agreed facts, the sale was in fact made for the purposes, and its proceeds were applied in the manner, prescribed in the will. The question is, whether the executrix (after the resignation of her associate has been offered and accepted, and he has been discharged from his trust) can lawfully execute the power alone, or whether it is a joint power, in the exercise of which both must unite. Is it a power which the testator has seen fit to annex to the office of executor as one of its incidents; or is it a power given to two specified persons in their individual capacity, and on the ground of special and peculiar confidence in their personal judgment?

Upon this question, it is urged on the one hand that the power is purely discretionary, inasmuch as the will gives no positive direction to sell, and does not even express a preference on the part of the testator that there should be a sale; that the will refers the question whether there shall be a sale or not to the decision of two persons selected by the testator, as if he meant that the question should be decided by their concurrent judgment; and that it is a power, the exercise of which is not necessary, or at any rate is very far from being indispensable, to the proposed settlement of his estate. And it may be urged that there.is nothing in the case to show that the contemplated distribution, at the expiration of the ten years, could not be made without such a sale.

But it is to be observed that the power is not conferred upon the two, by name, as individuals. The testator does not in that clause even speak of them as “my said executors;” a form of expression which has sometimes been held to be a designation of persons, as well as a description of office. They are designated only by their official titles as “ my executrix and executor.* The will, although it postpones the settlement of the estate for a term of years, makes no express provision for the contingency [289]*289which must have seemed probable, and which has in fact occurred, that one of the persons charged with the administration of the estate might cease to act in that capacity. But we must assume that the testator did not intend that such an event should prevent the general course and mode of administration, which he had seen fit to adopt, from being fully carried out. On the contrary, the entire estate is devised and bequeathed to the executors, in order that for the term of ten years the contra' and management of it shall be wholly in their hands. The object which the testator apparently had in view was, that the administration of his estate should be so conducted that the property should increase, by means of the accumulation and investment of all of the income not consumed or expended in the support of his wife and children. The power of sale in question, it is true, may not be, in the literal sense of the word, indispensable to the final distribution of the estate, but it is manifestly subservient and auxiliary to the execution of the trusts, which he has seen fit to connect with the administration of his will. It is certainly appropriate to, and in entire harmony with, the mode of administration which he has pointed out, and the functions which he has thought proper to connect with the office of executor. It is a part of the executorship, and is coupled with the title to,, and control over, the property, provided for by the will, appropriate to the execution of the trusts, arid evidently considered by the testator as likely to be found convenient to the successful management of the property. At the end of the ten years, the distribution of the estate, with all its accumulations and changes of investment, is to be made by the person or persons who may legally occupy the position, at that time, of executor or executors of the last will of the testator. Upon the resignation of her associate, he parts with all control over the estate; and the administration, with all the attendant and incidental trusts connected with the executorship, would devolve upon the executrix. After that event, he could Hardly be supposed to have, or at any rate is in a position in which he would not be likely to have, that minute and detailed information about the condition of the estate that would qualify [290]*290him to judge correctly as to the expediency or necessity of making the sale.

Upon these grounds, it appears to us that the power is granted ratione

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Bluebook (online)
104 Mass. 283, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gould-v-mather-mass-1870.