Gray v. McCausland

51 N.E.2d 441, 314 Mass. 743, 149 A.L.R. 1059, 1943 Mass. LEXIS 893
CourtMassachusetts Supreme Judicial Court
DecidedOctober 29, 1943
StatusPublished
Cited by12 cases

This text of 51 N.E.2d 441 (Gray v. McCausland) 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
Gray v. McCausland, 51 N.E.2d 441, 314 Mass. 743, 149 A.L.R. 1059, 1943 Mass. LEXIS 893 (Mass. 1943).

Opinion

Qua, J.

This is a petition for instructions by the executors of the will of Barbara W. McCausland, late of South-borough.

The testatrix died in 1942. She was the widow of James Fenton McCausland, who had died in 1931, leaving a will to which reference will later be made. She was his second wife and was the stepmother of his two children. She had known her stepchildren since their early childhood and, in general, had remained on terms of friendly intimacy with them until her death. She had no children of her own. She left personal estate inventoried at $56,614.17 and real estate consisting of the residence in Southborough formerly belonging to her husband inventoried at $9,000.

Mrs. McCausland’s will, made in 1936, contained these provisions:

"After the payment of my just debts, funeral expenses and charges of administration, I give, devise and bequeath, as follows:
“First: To the two children of my late husband, Sarah Isabelle McCausland of Kobe College, Japan, and Howard Greer McCausland of Southborough, all the property of every name and nature left me by my late husband, at his death, as shown in the inventory of his estate on file in the Registry of Probate in said County of Worcester, in equal shares, except that the amount of One Thousand ($1000.) Dollars already paid to said Howard is to be deducted. Said payment of One Thousand ($1000.) Dollars is not to be considered as an advancement to said Howard.
[745]*745“Second: As I have propertj^ apart from that left me by my late husband, I give, devise and bequeath the same as follows: ...” Then follow several money legacies, aggregating $12,000, including a legacy of $1,000 to each of the testatrix’s stepchildren previously named. Then comes a clause creating a trust of the residue for the benefit of the testatrix’s niece for life and, at her death, of her surviving children.

The primary question is whether the gift in clause “First” to the testatrix’s stepchildren of “all the property of every name and nature left me by my late husband, at his death, as shown in the inventory of his estate” includes the proceeds of certain investments which were shown in the inventory of the husband’s estate but which have been changed during the subsequent lifetime of the testatrix. In deciding this question evidence was properly admitted of the circumstances and conduct of the testatrix and of facts within her knowledge in order to show in what sense she used these words in her will. This evidence is practically unchallenged and in our opinion is highly significant. We state it in brief outline in the following paragraph, drawing when convenient upon the findings of the judge for that purpose.

The testatrix’s husband left a will in which he devised and bequeathed the residue of his estate, with an unimportant exception, to the testatrix “absolutely; to use the income and as much of the principal thereof as she may consider necessary and desirable for her proper maintenance and comfort,” but with the “request, however, that she dispose of whatever portion of . . . [his] estate . . . [might] remain in her hands unexpended at the time of her decease among . . . [his] then surviving children in accordance with her judgment of their necessities at that time,” and with the further provision that “this request shall not be construed in any way as a limitation upon the use by my said wife of my estate.” Under this clause passed securities inventoried in his estate at $37,074.03. At the time of his death he and the testatrix had separate safe deposit boxes at the same bank. His box contained his securities, including savings bank books, cooperative bank certificates or [746]*746books, and also contained certain of his papers. Her box contained her securities and bank books. The testatrix continued to hold both boxes until her death and had access to both but continued to keep the securities and bank books that had been her husband’s in the box that had been his and to keep her own securities and bank books in the box that had always been hers. His bank books, including cooperative bank shares, were transferred to her name but were still kept in his box. During the interval of about eleven years between the death of her husband and her own death the testatrix made only seven changes of investments in the assets of his estate. Six of these (four of them before she made her will and two afterwards) were made necessary by the calling of bonds, and in each instance the substitute security was deposited in the husband’s box. In most of these instances a slight excess of the call price of the bonds over the purchase price of the new investment remained in the testatrix’s own checking" account. The seventh change (made before her will) consisted only in combining three small savings bank deposits into one larger one, and the book representing the combined deposit was placed in the husband’s box. During the same period the testatrix withdrew for her own use one of his savings bank deposits of $1,350.36 and withdrew $1,000 from each of two other of his books, one of these sums being used to pay $1,000 to her stepson —■ presumably the $1,000 referred to in clause “First” of her will. In other respects the testatrix retained intact until her own death “all the property” left her by her husband, with the possible exception of a few inconsequential items of household furnishings, and she kept all the securities derived from his estate, including the evidences of savings deposits and cooperative bank shares, segregated in his box. Four years before she made her will, at the time of the first change of investment, and “always,” she told her confidential adviser who assisted her in her transactions to put the' substituted securities in her husband’s box, and that she wanted to keep the two boxes separate as to contents: “that is, what came to her from her husband and what she herself had, along with her sister in the other box.” Her letters to [747]*747one or the other of her stepchildren written at various times, but for the most part before the making of the will, contain numerous expressions indicating that she kept in mind the “request” in her husband’s will that she should “dispose” among his children of any portion of his estate that she might not expend in her lifetime; that she adopted the settled policy of keeping the property left her by her husband with its proceeds whole and separate from her own property and of preserving it for her husband’s children; that she adhered to that policy until her death; and that she repeatedly referred to her husband’s property in contrast to her own property as if they were separate estates.

Giving this evidence the weight to which it is entitled, we think the conclusion follows that when the testatrix used the words “all the property of every name and nature left me by my late husband, at his death, as shown in the inventory of his estate ...” she meant not merely such items of investment as had remained unchanged (except for putting the bank books in her own name), but that she included also the proceeds of her husband’s investments which she had carefully preserved and the evidences of which she had continued to keep in his box apart from her own estate and in readily identifiable form. She regarded the property left her by her husband in the light of a separate fund having continuity and, like a trust fund, capable of being described as an entity. In reaching this conclusion we make no use of any declarations of testamentary intent or of the testatrix’s opinion of the meaning of her will.

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Bluebook (online)
51 N.E.2d 441, 314 Mass. 743, 149 A.L.R. 1059, 1943 Mass. LEXIS 893, Counsel Stack Legal Research, https://law.counselstack.com/opinion/gray-v-mccausland-mass-1943.