Holcombe v. Artemesia Hand Skinner Spencer

74 A. 904, 82 Conn. 532, 1909 Conn. LEXIS 91
CourtSupreme Court of Connecticut
DecidedDecember 17, 1909
StatusPublished
Cited by4 cases

This text of 74 A. 904 (Holcombe v. Artemesia Hand Skinner Spencer) 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
Holcombe v. Artemesia Hand Skinner Spencer, 74 A. 904, 82 Conn. 532, 1909 Conn. LEXIS 91 (Colo. 1909).

Opinion

Baldwin, C. J.

In the will of Daniel Hand, executed in 1872, was this bequest: “I give and bequeath to my *534 niece, Mrs. Artemesia Sldnner, wife of William Skinner, the sum of ten thousand dollars, in trust, to securely invest the principal of said sum, and to apply the annual income thereof to her own sole and separate use and benefit, free from any marital control or interference during her natural life; and at her decease I give and bequeath the principal of said fund and its accumulations, if any, to her children, in such proportions as she may by her last will direct and appoint, and in the absence of such appointment, to her children and her legal representatives, equally.”

There were several codicils. In the first, made in 1874, was a bequest to his executors and the survivor of them, in trust for the children of his niece Mrs. Artemesia Skinner, of "the sum of ten thousand dollars additional to what I have already given her in my said will and testament, to be by them safely invested in first-class securities as they shall judge best and so held, the accruing interest to be annually added to the principal until said children severally become thirty years old, unless they become incapacitated by sickness or otherwise, in which case they shall receive their several shares of the interest of said amount as needed; and on their arrival at said age of thirty years they shall be entitled to receive the interest on the said amounts, pro rata, in said bequest during their natural lives; and' if any of said children shall die before arriving at said age of thirty years, and leave children, such latter children shall represent such as have deceased, and the said amounts from such bequest shall descend to the children of such children, or their legal heirs, the interest alone during their natural lives being available to the parents; and on the death of such parents the said bequest shall be equally divided among said children, to them and their heirs forever.”

The plaintiff sues as the sole trustee of the fund so created by the codicil, but describes himself in the complaint (which is found true) as also trustee of the other *535 trusts created by the testator, and administrator de bonis non with the will annexed.

Mrs. Skinner had five children when the testator died, all of whom are now living and over thirty years of age.

The plaintiff succeeded to the trust in 1905. His predecessor had added to the pro rata shares of two of the children in the capital of the fund, accumulations of income, not needed for their use, respectively. The annual income received from the aggregate amount of one of these shares, as thus increased, the plaintiff since his appointment has paid over to one of the beneficiaries who had previously attained the age of thirty years. The other reached that age in 1908. Each has now demanded payment of so much of said trust fund as represents such accumulated income upon his pro rata share.

The trustee asked the Superior Court whether he should comply with these demands; and, if not, whether the accumulations of income should be treated as increasing the principal of the entire fund, or only that of the respective pro rata shares of the two legatees above described.

The judgment rendered was right in directing that he should not comply with the demands, and should treat such accumulations as increasing the principal of the entire fund.

The testator, for one purpose, and, only one, makes a distinction between the original trust fund and its accretions. After directing the addition of interest to principal, until the children of Mrs. Skinner respectively attained the age of thirty, he makes an exception under certain circumstances by providing that they shall then “receive their several shares of the interest of said amount as needed.” Here “said amount” naturally and grammatically refers to “the principal” originally bequeathed. The child incapable of supporting himself was to receive his ratable proportion of the income from the securities in which it might be invested.

*536 But as each child reached the age of thirty, he was “to receive the interest on the said amounts, pro rata, in said bequest.” The use of the plural term “amounts” indicates that they were to share in the enjoyment of the interest on two amounts. There were but two that could have been in the testator’s mind. One was that already mentioned — the original principal: the other was that to be formed by the accretions which might be annually added. So when the bequest in remainder is settled, the phrase is “said amounts from such bequest shall descend.” It thus appears that the testator had in mind a total fund made up of two amounts, and that his general scheme was to make it an accumulating fund until the last of Mrs. Skinner’s children should reach the age of thirty. Each of them, as he attained that age, would receive annually his pro rata share of the entire income for the year from the accumulated fund: none of them would ever come into the enjoyment of any part of the corpus of the fund.

Whether the gifts in remainder made in the first codicil are valid, and, if invalid in whole or part, whether that would affect the absolute gift, made at the beginning of this “item” of the codicil “in trust for the children of my niece, Mrs. Artemesia Skinner,” are questions which need not be considered in determining the rights of the two of them who are now seeking to appropriate to their own use part of the income accumulated while they were under the age of thirty. The fund, in respect to any such claim, is an entirety, and they are no more entitled now to demand part of its accretions than they would be to demand a part of the original principal.

In the will a trust fund of 110,000 was established, for the use during life of a nephew, Ichabod Lee Scranton, Jr., and his wife, subject to a provision for the support and education of their children, until they arrived at the age of eighteen. When their youngest child became of full age, and both parents were dead, the principal and its *537 accumulations, if any, were to be divided among “said children and their legal representatives.” By the fourth paragraph of the fifth codicil (executed in 1880), when the youngest child became of full age and both parents were dead, the children were to receive the income during their lives only; the corf us to go to their legal representatives fer stiffes.

The fifth paragraph of the same codicil provided for the support of any minor child of Mrs. Skinner who might survive her “from the aggregate income” of the $10,000 trust fund created in the fifth article of the will; and also that, whenever afterward the youngest child attained majority, the “income of such trust fund” should go to all the children for their lives, “the representatives of any deceased child to take the share which said child would have received if living ”; and that the corf us, on the death of all the children, should go fer stir fes to “the legal representatives of such deceased children.”

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Bluebook (online)
74 A. 904, 82 Conn. 532, 1909 Conn. LEXIS 91, Counsel Stack Legal Research, https://law.counselstack.com/opinion/holcombe-v-artemesia-hand-skinner-spencer-conn-1909.