Hull v. Holloway

20 A. 445, 58 Conn. 210, 1889 Conn. LEXIS 71
CourtSupreme Court of Connecticut
DecidedOctober 30, 1889
StatusPublished
Cited by20 cases

This text of 20 A. 445 (Hull v. Holloway) 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
Hull v. Holloway, 20 A. 445, 58 Conn. 210, 1889 Conn. LEXIS 71 (Colo. 1889).

Opinion

J. M. Hall, J.

This action is brought by the trustee under the will of Mary E. Holloway, deceased, to obtain* for his guidance a construction of certain clauses of the will. The part of the will giving rise to the questions in the case is as follows:—

“ All the real estate of which I die possessed, and all my personal property, except such as is hereinafter named and specially bequeathed, I give, devise and bequeath to Patrick H. Hutchinson, of the city of Boston, within the county of Suffolk and Commonwealth of Massachusetts, in trust for the following uses and purposes, namely; to be by him held, managed, invested, re-invested and expended for the benefit, maintenance and support of my husband, Gideon E. Hollo[212]*212way, during his life, and, after his death, for the benefit, maintenance and support of my son, Gideon E. Holloway, Junior, and of any child or children of my said son, which may be born hereafter, as the fruit of any marriage by him hereafter contracted.
“This trust is to continue during the lives of my said husband and my said son, and during the life and minority of any of my said son’s children, born as aforesaid. I hereby give said trustee full power and authority to mortgage, sell and convey any and all of my said real estate, whenever in his judgment it shall be for the advantage of the beneficiaries under this trust; but he may so mortgage or sell said real estate during the lifetime of my said husband only with his written consent. I direct that said trustee shall from time to time pay and transfer and convey to my said husband, for his use and benefit, so much of the income and principal of the above named property as my said husband may require for his own personal use, the same to be paid, transferred and conveyed to my said husband upon his written request.
“ I direct that no part of said trust fund shall be used to pay any existing or future indebtedness of my said husband or of my said son, neither shall said trust fund be liable in any way for any debts of my said husband or son now outstanding, if any, or for any that hereafter may be contracted by either of them.
“ And it is my will that after the death of my said husband, the income of property then remaining in the hands of said trustee and belonging to said trust funds, or so much of said income as said trustee may deem necessary, shall be expended by him for the benefit, maintenance and support of my said son, and of his child or children of any marriage to be by him hereafter contracted, if any.
“ Any portion of said income not so expended may, at the discretion of said trustee, be added to the principal of said fund, or be reserved to meet any extraordinary requirements of those for whose benefit said trust is created.
“ I direct that upon the termination of said trust by the [213]*213death of my husband and son and the death or majority of my son’s child or children as aforesaid, the property held under the provisions of said trust be divided among my heirs-at-law, according to the statutes of the state of Connecticut for the distribution of intestate property, excluding therefrom the issue of my son’s first marriage.”

The property covered by the trust is a piece of real estate situated in the city of New London, and subject to a mortgage. The beneficiaries under the trust are Gideon E. Holloway, husband of the testatrix, Gideon E. Holloway, Jr., her son, and Vera G. Holloway, her granddaughter.

The trustee, in his complaint, propounds the following questions:—

1st. What authority said trustee has to sell said real estate and under what restrictions he must act ?

2d. What money or proceeds of said sale said trustee can lawfully pay to said Gideon E. Holloway under said will ?

3d. Whether said Gideon E. Holloway has the unqualified right to demand of said trustee a sale, and the payment to him of the whole or any part of the proceeds of said sale, or a conveyance of said real estate to him.

4th. Whether said trustee is to exercise his personal discretion as to the needs and requirements of said Gideon E. Holloway and in paying money to said Holloway on his request under said will.

5th. What money or proceeds of sale of said land said trustee can pay to said Gideon E. Holloway, Jr., under said will, and what rights he has to said money or proceeds during the life of his father ?

6th. What money or proceeds of sale of said land said trustee can pay to said Vera G., Hollo way, and what rights she has to said money or proceeds during the lives of her father and grandfather ?

7th. Whether said trustee is authorized or directed to transfer said real estate or the proceeds to said Gideon E. Holloway upon his simple request in writing, or whether said trustee shall first be satisfied in the exercise of his own [214]*214discretion that said Holloway actually requires the same for his necessary uses and personal maintenance and support.

All parties in interest agree that it is for the advantage of the beneficiaries that the property be sold, and Gideon E. Holloway having consented in writing to the sale, it becomes the duty of the trustee under a proper order of the court of probate to sell the property and convert the proceeds of the sale into a trust fund, to be held for the purposes named in the will. This disposes of the first question proposed.

The main questions of the case involve the rights of Gideon E. Holloway, Sr., in the trust fund, and are suggested by the following ambiguous language contained in one clause of the will, a construction of which' will afford a general answer to nearly all the questions presented. This clause reads as follows:—

“ I direct that said trustee shall from time to time pay and transfer and convey to my said husband, for his use and benefit, so much of the income and principal of the above named property as my said husband may require for his own personal use; the same to be transferred and conveyed to my said husband upon his written request.”

In behalf of Holloway it is claimed that under this clause of the will he is entitled to full maintenance and support out of the trust estate, as well from the principal as from the income, without regard to any other income or means of support he may have, and that it is obligatory upon the trustee to transfer and pay over the same to him upon his written request. In other words, that Holloway takes' an equitable fee or an equitable absolute interest in the portion demanded by him, and that the legal title passes to him on the transfer.

If this claim is correct Holloway can, by a single stroke of the pen, take possession of the entire trust estate, convert the same to his individual use, and excluding all other beneficiaries under the will, terminate the trust.

Undoubtedly the language of the clause in question, standing alone, and considered without reference to the intention of the testatrix gathered from other parts of the instrument, [215]*215would admit of the construction claimed. But here, as in another recent case, we are satisfied that such a construction would defeat the manifest intent of the testatrix. Glover v. Stillson, 56 Conn., 318.

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Cite This Page — Counsel Stack

Bluebook (online)
20 A. 445, 58 Conn. 210, 1889 Conn. LEXIS 71, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hull-v-holloway-conn-1889.