Hershatter v. Colonial Trust Co.

73 A.2d 97, 136 Conn. 588, 1950 Conn. LEXIS 157
CourtSupreme Court of Connecticut
DecidedApril 18, 1950
StatusPublished
Cited by13 cases

This text of 73 A.2d 97 (Hershatter v. Colonial Trust Co.) 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
Hershatter v. Colonial Trust Co., 73 A.2d 97, 136 Conn. 588, 1950 Conn. LEXIS 157 (Colo. 1950).

Opinion

O’Sullivan, J.

This litigation resulted from an order of distribution entered in -a testamentary estate by the Court of Probate for the district of Winchester. The ascertainment of the distributees required an interpretation of the will. The order ran adversely to the plaintiffs, who have taken successive appeals, first to the Superior Court, which confirmed the action of the Court of Probate, and now to this court. The facts are not in dispute.

Benjamin Epstein came to this country from Russia. He settled in Winsted, where he lived for some fifty years until his death on December 27, 1943. He left a will, executed in 1931, of which the sixth paragraph is before us for interpretation. It reads as follows: “Sixth,—I give and bequeath to my aunt, Ida Hershatter, wife of Bonny Hershatter, now of West Haven, Conn., the income from the sum of Twenty Five Thousand Dollars, for and during her natural life, with the right to dispose of $10,000 of said sum by her will, but if she makes no other provision, said sum to be equally divided among her children upon her death.”

Epstein had a brother and sister who were born in Russia after he left and whom he never saw. These two, together with a niece, also of Russia, are the prin *591 cipal objects of his bounty as manifested by a trust of the residue, amounting to approximately $900,000, which they receive as remaindermen at the end of five years. His nearest relative in this country was Ida Hershatter, an aunt of the half blood. She had three sons and a daughter, and these children are the plaintiffs herein. Although the Hershatter family lived in and around New Haven and Epstein in Winsted, there was a frequent exchange of visits between them over the years. Epstein was a very reticent man and secretive about his own business affairs. His confidants were few in number, but one of them was Louis, the eldest son of Mrs. Hershatter. Two days before Epstein died, he called Louis on the telephone to arrange for an appointment to discuss private matters. The three other Hershatter children were well known to him and he often did kind things for them.

In 1931, the year in which his will was executed, Mrs. Hershatter was in financial difficulties, a condition which prevailed until her death on April 7, 1947. Epstein knew of these circumstances and was wont to make gifts of money to help her out. He was likewise aware of the special concern she had for her only daughter, about whose welfare she was continually worrying. Mrs. Hershatter died leaving a will and an estate whose value did not exceed $1000. In her will she exercised the power of appointment conferred upon her by the sixth paragraph of Epstein’s will.

On June 4, 1948, following the filing of an account by the trustee under the testator’s will, the Court of Probate ordered, with respect to the sixth paragraph, that “said sum of $10,000 be distributed, transferred and paid over pursuant to the provisions in the Will of said Ida Hershatter, and that the balance of the principal in said Trust ... be transferred to the residue of the Estate of said Benjamin Epstein.” The sole is *592 sue on this appeal is whether the balance of $15,000 should be transferred as the Probate Court ordered or should be distributed to the plaintiffs.

That the paragraph presents an ambiguity is obvious. After creating a life trust of $25,000 for the benefit of his aunt and after giving her a power of appointment to dispose by will of $10,000 of the fund, the testator provides, “but if she makes no other provision, said sum to be equally divided among her children upon her death.” Our first problem is to determine whether the two words which we have italicized refer to the $10,000 or the $25,000. We are satisfied that the testator referred to the latter.

The word “sum” appears three times in the single sentence of which the entire paragraph consists: once, when designating the amount of the trust; again, when limiting the extent of the power of appointment to $10,000; and, finally, when incorporated in the expression “said sum to be equally divided.” All parties concede, as well they must, that, when used the first and second times, the word “sum” refers to the $25,000. Presumptively, a word has the same significance when repeated in a will unless it clearly appears to have been used in a different sense. Beardsley v. Johnson, 105 Conn. 98, 107, 134 A. 530; Ansonia National Bank v. Kunkel, 105 Conn. 744, 752, 136 A. 588; Westport Paper-Board Co. v. Staples, 127 Conn. 115, 125, 15 A. 2d 1.

It should also be noted that, when using the word “sum” on the second and third occasions, the testator characterized it in each instance as the “said sum.” “Said” is a word of reference to something previously mentioned. Trumbull Electric Mfg. Co. v. John Cooke Co., 130 Conn. 12, 15, 31 A. 2d 393. The only figure in the paragraph that is specifically mentioned by the testator as a “sum” is the $25,000. By a rule of syntax, *593 the word “said” has reference to its nearest antecedent. If the testator had designated the $10,000 as a sum, the word “said” would clearly have referred to that amount. But, inasmuch as there is but one figure called a sum, “said sum” refers to the sum of $25,000.

This interpretation finds support in one phase of the general intent apparent from a reading of the entire will. This is a consideration to which we may resort in determining the meaning to be accorded ambiguous language. Hoops v. Stephan, 131 Conn. 138, 143, 38 A. 2d 588; Bronson v. Pinney, 130 Conn. 262, 269, 33 A. 2d 322; Mitchell v. Reeves, 123 Conn. 549, 556, 196 A. 785. Provisions in a will evidencing a general intent may never explain away the expression of a particular intent. Willis v. Hendry, 130 Conn. 427, 437, 35 A. 2d 207; Connecticut Trust & Safe Deposit Co. v. Hollister, 74 Conn. 228, 233, 50 A. 750. But they may be of great weight in clarifying what is of doubtful meaning. Bronson v. Pinney, supra.

The will creates five trusts other than that set up in the sixth paragraph. A characteristic common to each of the five is the totality of disposition for which it provides. All of them are self-contained, and the manner in which the corpus of each is to be distributed indicates a studied effort to preclude the possibility of a lapse of any gift, in whole or in part, into the residue. This general plan would be carried out only if we interpret the sixth paragraph as completely dispositive in itself.

The interpretation we adopt is a reasonable and natural one under the circumstances surrounding the testator. “It is a well known rule of testamentary interpretation that where the intention of the testator is expressed in an ambiguous or obscure manner, such a construction should be adopted, if consistent with other testamentary rules, as will dispose of the prop *594 erty in a just, natural and reasonable manner.” McCarthy v. Tierney, 113 Conn.

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

Related

Wing v. Goldman Sachs Tr. Co.
Court of Appeals of North Carolina, 2020
Vonneida v. Estate of Harthon, No. Cv 99-0591031 S (Jan. 10, 2001)
2001 Conn. Super. Ct. 971 (Connecticut Superior Court, 2001)
Bank of Boston Connecticut v. Brewster
628 A.2d 1354 (Connecticut Superior Court, 1992)
Connecticut National Bank v. Chadwick
585 A.2d 1189 (Supreme Court of Connecticut, 1991)
Carr v. Huber
557 A.2d 548 (Connecticut Appellate Court, 1989)
In re Estate of Brewster
480 A.2d 597 (Connecticut Appellate Court, 1984)
McDonough Co. v. EI DuPont DeNemours & Co., Inc.
280 S.E.2d 246 (West Virginia Supreme Court, 1981)
Ayres Estate
35 Pa. D. & C.2d 506 (Philadelphia County Orphans' Court, 1965)
Smith v. Town of Groton
160 A.2d 262 (Supreme Court of Connecticut, 1960)
Chapman v. Town of Groton
134 A.2d 836 (Connecticut Superior Court, 1956)
Avery v. Bender
126 A.2d 99 (Supreme Court of Vermont, 1956)
Dorne v. Williams
98 A.2d 796 (Supreme Court of Connecticut, 1953)

Cite This Page — Counsel Stack

Bluebook (online)
73 A.2d 97, 136 Conn. 588, 1950 Conn. LEXIS 157, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hershatter-v-colonial-trust-co-conn-1950.