In Re Estate of Lull

138 A.2d 615, 120 Vt. 195, 1958 Vt. LEXIS 93
CourtSupreme Court of Vermont
DecidedJanuary 7, 1958
Docket1295
StatusPublished
Cited by7 cases

This text of 138 A.2d 615 (In Re Estate of Lull) is published on Counsel Stack Legal Research, covering Supreme Court of Vermont primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Estate of Lull, 138 A.2d 615, 120 Vt. 195, 1958 Vt. LEXIS 93 (Vt. 1958).

Opinion

Cleary, J.

This is a petition for a declaratory judgment brought by the Trustees of the Diocese of Vermont to the probate court for the District of Windsor, under V. S. 47, chap. 77, asking for a construction of the last paragraph of the residuary part of the last will and testament of Ida Lillian Lull, deceased, late of Windsor, Vermont. Hearing was had, findings of fact and a decree were made. The case is here on the petitioners’ exceptions to the decree. The only claim made by the petitioners is that under the "Ninth” clause of the will the testatrix intended that the ultimate residuum of her estate should be divided into five equal shares, and that the petitioners are entitled to receive two of them, one for the benefit of St. Paul’s Church, Windsor, Vermont, and another one for the benefit of Rock Point School for Girls, rather than one of four equal shares, as decreed by the probate court.

The petitioners ask that we construe the will in accordance with their claim.

The "Ninth” clause of the will is as follows:

"NINTH: the rest, residue and remainder of my estate, both real and personal, I give, devise and bequeath to my executors, IN TRUST, for the following purposes: They shall keep the same invested in accordance with the Law of Vermont applicable to trust funds, and shall pay the net income thereof at reasonable and convenient intervals, to or for the benefit of my husband ROBERT DELANO LULL so long as he shall live and remain unmarried. Upon his death or if he shall predecease me or if he shall remarry, then the principal of said fund I give, devise and bequeath as follows:

"(a) The sum of Five Thousand Dollars ($5,000.00), to the Windsor Hospital Association of Windsor, Vermont, to *197 form a fund known as the Ida L. Lull Fund, the income thereof to be expended at the discretion of said Hospital Association.

"(b) The sum of Two Thousand Dollars ($2,000.00) to the Pleasant Hill Sanatorium of Pleasant Hill, Tennessee, to be added to the general endowment of said Institution and the income only to be used for the general purposes of the institution.

"(c) The sum of Five Thousand Dollars ($5,000.00) to the Trustees of the Diocese of Vermont (Episcopal) to be held in trust, the income only from said trust to be paid to the Treasurer of St. Paul’s Episcopal Church of Windsor, Vermont, to be used for the general expenses of the church. This fund may be invested or reinvested by the Trustees of the Diocese as in their judgment seems wise and the statutes of Vermont permit trust funds to be invested.

"(d) The sum of Five Thousand Dollars ($5,000.00) to the Trustees of the Diocese of Vermont (Episcopal) to be held in trust, the income of said fund to be paid to the Rock Point School for Girls, Burlington, Vermont, for general expenses. Should the Rock Point School for Girls cease to function for a period of two years, the income of said fund shall be paid to the Treasurer of St. Paul’s Chinch, Windsor, Vermont for general expenses. This fund may be invested and reinvested by the Trustees as in their judgment seems wise and the statutes of Vermont permit trust funds to be invested.

"In the event that my estate should be insufficient to pay said residual legacies in full, then the same shall abate pro rate: but if there shall still be a residuum after the payment of said legacies in full, then said ultimate residuum shall be divided equally between the Windsor Hospital Association, Windsor, Vermont, Pleasant Hill Sanatorium, Pleasant Hill, Tennessee, The Diocese of Vermont (Episcopal) for St. Paul’s Church, Windsor, Vermont, for Rock Point School for Girls, Burlington, Vermont and Robert D. Lull, Jr., Poultney, Vermont.”

That part of the decree of the probate court which the petitioners claim is not warranted by the findings of fact is as follows:

*198 "the said testatrix, Ida Lillian Lull, intended that said 'ultimate residuum’ should be divided into four equal shares so that there would be one (1) share for Windsor Hospital Association, Windsor, Vermont; one (1) share for Uplands Cumberland Mountain Sanatorium (referred to by the said testatrix in her said Will as 'Pleasant Hill Sanatorium’), Pleasantville, Tennessee; one (1) share for the Trustees of the Diocese of Vermont (referred to by the said testatrix in her said Will as 'The Diocese of Vermont (Episcopal)’ for St. Paul’s Church, Windsor, Vermont, and for the Rock Point School for Girls, Burlington, Vermont; and one (1) share for Robert D. Lull, Jr., Poultney, Vermont.

In construing a will the first and chief object is to axcertain the intention of the testator, from the language used, since so far as it may be legally carried out, that governs. To determine that intention, the court is to take the will by its four corners, consider it in all its parts, and give effect to its language read in the relation of the parties concerned and the circumstances of its execution. Force and effect must be given to every part of the will, if possible, since it is not to be presumed that the testator used an unnecessary word, or one to which no proper force can be given. In re Estate of Houghton, 118 Vt 228, 233, 105 A2d 257; In re Trust Estate of Simanton, 118 Vt 202, 204, 104 A2d 918; In re Estate of Hayward, 117 Vt 313, 316, 91 A2d 559; In re Estate of Daniels, 116 Vt 190, 193, 71 A2d 586; Harlacker v. Clark, 115 Vt 261, 263, 56 A2d 486; In re Will of Hall, 114 Vt 400, 401, 45 A2d 574; Tuttle v. Tuttle, 112 Vt 271, 278, 23 A2d 523.

The petitioners argue that their claim regarding the last paragraph of the Clause numbered "Ninth” of the will is evidenced by three things: (a) The punctuation; (b) The use of a capital letter introducing the gift "For Rock Point School for Girls”; (c) The fact that there was sufficient space on the bottom of the page on which the paragraph commences to have inserted the words "For Rock Point School Etc.” but that there is a blank space after the words "for St. Paul’s Church, Windsor, Vermont” and the words "For Rock Point School for Girls” commence on the next page.

*199 The petitioners say the correctness of the punctuation is questionable; that a comma may be used to indicate omitted words and hence the comma after the words "St. Paul’s Church, Windsor, Vermont”, could well mean the omission of the words "The Diocese of Vermont (Episcopal)”; that if the punctuation used is contrary to the clear intention of the testatrix as expressed by an examination of the entire will the punctuation actually employed may be ignored in part; that the grammar used leaves much to be desired, yet it is to be regarded and will not be departed from, unless it would lead to an absurdity, or unless there is enough in the will to satisfy the mind that it was not the intention of the testatrix to have it so construed; that each phrase of the paragraph in question is separated by a comma and, while not strictly correct, it indicates an intention to divide the ultimate residuum into five equal parts; and that the construction by the probate court cannot be sustained by the punctuation used by the testatrix.

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

Related

Porter v. Porter
286 N.W.2d 649 (Supreme Court of Iowa, 1979)
Industrial National Bank of Rhode Island v. Votaw
244 A.2d 575 (Supreme Court of Rhode Island, 1968)
Procter v. Woodhouse
241 A.2d 785 (Supreme Court of Vermont, 1968)
In Re John T. Slack Trust
220 A.2d 472 (Supreme Court of Vermont, 1966)
In Re Estate of McCoy
220 A.2d 469 (Supreme Court of Vermont, 1966)

Cite This Page — Counsel Stack

Bluebook (online)
138 A.2d 615, 120 Vt. 195, 1958 Vt. LEXIS 93, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-lull-vt-1958.