Houghton v. Brantingham

86 A. 664, 86 Conn. 630, 1913 Conn. LEXIS 65
CourtSupreme Court of Connecticut
DecidedApril 17, 1913
StatusPublished
Cited by24 cases

This text of 86 A. 664 (Houghton v. Brantingham) 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
Houghton v. Brantingham, 86 A. 664, 86 Conn. 630, 1913 Conn. LEXIS 65 (Colo. 1913).

Opinion

Thayer, J.

This case, asking' the judgment of the Superior Court upon the following questions arising upon the will of Martha C. Brantingham, deceased, has been reserved by that court for our advice: (1) Do the provisions of the first paragraph of said will create a joint estate in the two sons of the decedent, with right of survivorship, and if so, is the disposition valid? (2) Do the children of said two sons take any interest by virtue of said first paragraph, except in the case of the parent predeceasing the testatrix? (3) Do the provisions of the first and second paragraphs, taken together, create a joint estate in the two sons of the decedent? (4) Is the condition in the second paragraph of said will, requiring the share of the estate received by the son who shall first die, to be paid over to the surviving son, repugnant to the absolute gift' (if it so be) contained in the first paragraph, and therefore void? (5) Does each of the sons of the testatrix take the portion of the estate bequeathed to him with *635 full charge and management of the same until his death, and in case of its delivery to him should a bond be required? (6) Is the appointment of a trustee to hold said estate required, in order to protect the rights of the survivor? (7) Are the rights of said two sons of the decedent so presently vested by reason of right of survivorship, that the executor should make such disposition of the estate as is demanded by them? (8) If said second clause is held to create a right of survivorship to any unborn children of either of the said sons, does this operate to create a perpetuity and thereby vitiate said clause or create intestacy? (9) If the estate shall be held to be intestate, should the executor upon demand of the defendants, who are the only heirs-at-law and next of kin of the decedent, pay over and deliver the estate to them, in such manner as they may mutually agree upon and direct?”

The testatrix is presumed to have known that if she should die intestate, leaving as her sole hens at law her two sons, her estate, consisting as it did of real estate situated in this State, where her domicil was, and of American securities, would be shared equally between them, and that if, before her death, either of them should die leaving children, such children would take the share of the deceased parent. The fact that she attempted a testamentary disposition of her estate indicates that she desired, and attempted to make, a different disposition of her property from that which the law would make in the absence of a testament. The defendants, not denying this, claim that the will gives the entire estate to them jointly, with the incident of survivorship, and that the references in the will, to the legitimate children of her sons and her son’s representatives, are alternative provisions intended to have effect only in case of a son predeceasing the testatrix leaving issue.

*636 With respect to children which may hereafter be born to either of the sons, they can take nothing under the provisions of the will. The testatrix did not say, and there is nothing in the will to indicate that she intended, that her grandchildren, should there be such, should take any portion of her estate under the will, if both of her sons should survive her. By the first clause she gives and bequeaths all of her estate to her two sons “jointly and with right of accretion between them ... to be divided between them or their legitimate children in equal parts per stirpes.” The manifest purpose here is to substitute the children in place of the father, should either son fail to survive the testatrix. It cannot have been intended, if the sons both lived to take their legacies, that upon the death of either thereafter the estate should then be divided between his children and the surviving son; for it is provided in the second clause that upon the death of either son the survivor shall have the entire, estate. It is also provided in that clause that upon the death of the “representatives” of a deceased son the .surviving son shall take the entire estate, and if such representatives outlive the surviving son they are to take the entire estate. The representatives here referred to must be the children of a son who predeceased the testatrix; his share being taken by them, because if both sons survived her, and one then died, the entire estate, under the will, at once becomes the property of the surviving son.

The defendants claim that they take the estate jointly under a technical joint tenancy with all of its incidents, including survivorship. If there is survivor-ship, it is by virtue of the provisions of the will, and not by virtue of the joint tenancy. There may be joint tenancies in this State, but survivorship as an incident thereto has never been recognized here. There is here *637 practically no difference between a joint tenancy and a tenancy in common. Each tenant is seized of an undivided share of the whole, proportioned to the number of tenants, as was the case at common law in tenancies in common. But at common law, in the case of a joint tenancy, each tenant is seized of the whole as well as of every part — per my et per tout — and it is to this seizin by each of the entirety that the incident of survivorship is due. Upon the death of one, the other or others remain seized of the whole. In this State, therefore, there can be no joint tenancy with the right of survivorship, unless such right is created by the will or other conveyance creating the tenancy. Whether it can be so created, we need not in this case inquire. It is undoubted that a joint tenancy, or tenancy for life, can be created with remainder over to the surviving tenant. Where survivorship as an incident to joint tenancy is recognized, and a devise to two persons jointly for years, for life, or in fee is made, without other words, the incident of survivorship attaches; it is unnecessary to say that the devise is to the two and the survivor of them. Indeed, if a fee is thus given to two and to the survivor of them, it is held that a joint tenancy of freehold -for their joint lives is created, with a contingent remainder in fee to the survivor. 2 Blackstone’s Commentaries (Sharswood Ed.) 180, note 2. This gives effect to the words “to the survivor of them,” which otherwise would be surplusage.

The question is, in the present case, whether the will creates a technical joint tenancy in the two sons, as they claim, or something different. The estate is given to them jointly, with right of accretion, in the first clause of the will; but it is to be divided between them in equal parts. In the absence of the words “conjointement” (jointly) and “avec accroissement” (with right of accretion), this bequest would be held to create *638 a tenancy in common in the sons. Griswold v. Johnson, 5 Conn. 363, 365. The language employed by the testatrix, it seems, was suggested to her by a French notary, who was, perhaps, more familiar with the authentication of acts testamentary under the French Civil Code, than with those intended to operate under English law, and this may account for the peculiar phraseology of this testament.

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Bluebook (online)
86 A. 664, 86 Conn. 630, 1913 Conn. LEXIS 65, Counsel Stack Legal Research, https://law.counselstack.com/opinion/houghton-v-brantingham-conn-1913.