Hichborn v. Bradbury

90 A. 325, 111 Me. 519, 1914 Me. LEXIS 21
CourtSupreme Judicial Court of Maine
DecidedApril 11, 1914
StatusPublished
Cited by6 cases

This text of 90 A. 325 (Hichborn v. Bradbury) 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
Hichborn v. Bradbury, 90 A. 325, 111 Me. 519, 1914 Me. LEXIS 21 (Me. 1914).

Opinion

Spear, J.

This is a bill in equity seeking the construction of the will of Eliza Ann Bradbury, particularly the provisions of the third clause, and asking the court to define and interpret the limit and extent of the discretionary power given the trustees thereunder.

The defendant, Charles Bradbury, in his answer joins in all the prayers of the complainants’ bill, asking the advice of the court.

The defendant, Eliza Louisa Bradbury Wilson, files an answer with demurrer inserted therein, and for cause of demurrer shows: First: That the bill asks general and indefinite instructions from the court as to the manner of execution of a trust without seeking any instructions as to any definite action proposed or otherwise on the part of said trustees. Second: That the bill asks general construction and interpretation of the third clause of said will without seeking any construction or interpretation of any definite matter contained therein or in reference thereto. Third: That the prayers of the plaintiffs’ bill are so vague, indefinite, ambiguous and uncertain that the defendant cannot ascertain the meaning thereof or obtain sufficient information therefrom as to what specific matters contained in or arising under said will the court is asked to construe and interpret. In her answer she admits the first, second and third paragraphs, but in the fourth denies that the word “family,” as used in the third clause, relates to the wife of Charles Bradbury, and therefore denies that the family of Charles Bradbury consists of himself and wife. She admits the fifth paragraph. She admits all the allegations in paragraph six except that she denies the interpretation intended for the word “family” for the same reasons given under paragraph four of her answer. She admits paragraph seven. [521]*521Eighth: She denies that it is important that the plaintiffs be advised as to their rights under said will or how far they may exercise their discretion thereunder, because she says that as far as their discretion extends to the disposition of the income of said estate, it is not questioned, and she says that as to the disposition of the principal thereof, they have no discretion.

In argument under the demurrer it is denied at the outset that all those interested are made parties to the bill. This contention will be considered later. The demurrer next denies that the allegations of the bill sufficiently specify 'the particular clauses or phrases in the will which the court is requested to construe. This position is untenable. R. S., chapter 79, section 6, Paragraph VIII, gives the court power “to determine the construction of wills . . . and in cases of doubt, the mode of executing a trust, and the expediency of making changes and investments of property held in trust.” A bill for this purpose may also be brought under the general equity powers of the court. Whitehouse’s Equity Practice, section 237. "Where no controversy has arisen, if any trust officer is in doubt, it will be sufficient for him to point out the nature of the doubt. It is accordingly clear that if a controversy has arisen, then the proper allegation would be to point out the controversy, and the issue raised thereby.' That is precisely what is done in the plaintiff’s bill with reference to the only question involved. The court will not assume to decide any other.

Paragraph three of the will provides: “Said Trustees are to apply the income of said amount in their hands as trustees for the support of said Charles and his wife and children, if he has any, in sickness and health in such manner as they shall judge will best minister to his and their comfort and happiness. If all of said trustees shall at any time be satisfied that it will be for the best interests of him the said Charles Bradbury and his family for the said trustees to advance more or less of the principal to him, and they shall upon examination so find and certify they may then make such advance as they shall deem for the best.” Paragraph 6 of the bill alleges a payment of twenty thousand dollars to Charles Bradbury by the former trustees, under this' provision. Paragraph 7 alleges: “That said Eliza Bradbury Wilson has notified the present ■trustees that she would oppose any further advance of principal to [522]*522the said Charles Bradbury and questions the right of the trustees to make any further advances of principal under the provisions of said will of Eliza Bradbury.”

Mrs. Wilson in her answer, paragraph eight, says, “that as to the disposition of the principal thereof they have no discretion.” These paragraphs of the bill and answer directly put in issue the right of the trustees to make further advances of principal, under the language of clause three of the will, and raise a sufficient doubt as to their duty to justify the trustees in invoking the aid of the court.

It may be here noted that paragraph three recognizes two distinct dispositions of the estate therein bequeathed. It first disposes of the income; then the advances of the principal. But no question is raised regarding the income, as Mrs. Wilson in her answer says, “that so far as their discretion extends to the disposition of the income of said estate, it is not questioned.” While the trustees are to consider Charles Bradbury and his family, in exercising the discretion of making advances, they are not authorized nor required to pay any part of the principal directly to his wife, or children if any. The benefit to his family, of whomsoever composed, must come indirectly through payments to him. The advances, when made, become his property, absolutely. This appears from the provisions of the will. Accordingly, it was not necessary, as intimated in the argument it might be, to join the wife of Charles Bradbury as a party. We may here say, however, as the question is incidentally raised as an element for consideration in making advances, that it is too well settled to require citation that a man’s wife is a part of his family. Clifford v. Stewart, 95 Maine, 38; Kehoe v. Ames, 96 Maine, 155; Stone v. McGain, 102 Maine, 168; Dodge v. Boston and Providence R. R., 154 Mass., 299. As Charles Bradbury’s family at the time this will was executed consisted of only a wife, it is inconceivable that the testatrix should at that time have used the word “family,” as she did in the clause providing for advances to Charles, without having' immediately and directly contemplated his wife as a part of his family and at that time as all of his family. And we are unable to discover any legal distinction between a first wife and á second wife. And the provision of clause three has certainly made none, as it might easily have done if one had been intended.

[523]*523Limited to the single inquiry, what, then, is the power of the trustees under the language of this paragraph with regard to their right to make advances of “more or less of the principal?” It seems to us that to define the power we have but to repeat the phraseology of the will: “If all of said trustees shall at any time be satisfied that it will be for the best interest of him the said Charles and his family for the trustees to advance more or less of the principal to him, and they shall upon examination so find and certify they may then make such advance as they shall deem for the best.”

It is the opinion of the court that the trustees have power to do just what this language naturally imports.

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Cite This Page — Counsel Stack

Bluebook (online)
90 A. 325, 111 Me. 519, 1914 Me. LEXIS 21, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hichborn-v-bradbury-me-1914.