In re Mitchell's Will

52 A. 523, 74 Vt. 186, 1902 Vt. LEXIS 121
CourtSupreme Court of Vermont
DecidedMarch 10, 1902
StatusPublished

This text of 52 A. 523 (In re Mitchell's Will) 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 Mitchell's Will, 52 A. 523, 74 Vt. 186, 1902 Vt. LEXIS 121 (Vt. 1902).

Opinion

Tyler, J.

The case shows that James Mitchell died in the year 1862, leaving a will, which was probated March 31 of that year, by which he devised his homestead of twenty acres of land in Weathersñeld te» his son, Charles, and his. daughter, Minerva, during their lives, and provided that at the decease of either, the survivor should have the use of it during life, and that at the decease of both, the premises, or the avails thereof, should be equally divided among their legal heirs. He alsoi devised to them certain other lots of land, called the “Dean Dots.”

. Upon proof of the will E. F. Cabot was appointed executor, but no action was taken by the Probate Court in respect to the homestead until the appointment of Blanchard trustee, July 7, 1897. April 29, 1873, Charles and Minerva,, joined by all the testator’s other living- heirs, executed a warranty deed of the homestead and another tract called the “Polly Do-wner Eand,” to Henry E. Mitchell, for $1,500, of [189]*189which sum $500 was accounted for by Cabot, executor, as received from the sale of the latter tract, and was duly distributed, with other assets, under a decree of the Probate Court. The remaining $1,000 was paid by Henry E. by giving his two promissory notes of $500 each to E. E. Cabot and Samuel H. Adams, respectively, securing the payment by a mortgage upon the land so conveyed.

The habendum in the mortgage reads: “To have and to hold the above granted and bargained premises * * * * to the said Adams and Cabot, * * * * in trust for the persons interested and hereinafter specified.” The condition of the •mortgage is to pay the interest on the two notes annually for the benefit of Charles and Minerva during their lives, and at their decease to pay the $1,000 to the trustee for the persons entitled to it.

The apparent purpose of the parties in the sale of the land to Mitchell and in taking a mortgage from him was to secure the payment of an annuity to Charles and Minerva during their lives, and payment of the principal to a trustee for the persons entitled to the same at their decease.

Cabot and Adams, August 11, 1884, discharged the mortgage, upon the notes being paid, and on the same day Adams paid the $500 in his hands to one Parker, the husband of Minerva, who invested it in a house which he and his wife occupied until April 1, 1886, when he sold it and passed $500 to Henry E., who retained it and paid the interest annually to Minerva until April 1, 1897. Cabot paid the interest annually on the $500 held by him to Lavinia Swan, to> whom Charles had mortgaged his interest, until April 1, 1894, when she died; and July 31, 1897, he paid the $500 to Henry E., who, on the same day, paid it to Joseph H. Adams.

The trustees thus gave Charles and Minerva the benefit ■ of the income until the time the principal was paid by Mitchell, [190]*190and afterwards until near the time of Blanchard’s appointment. At that time Mitchell held one sum of -$500 and Joseph H. Adams the other sum, and Adams also held a deed of the homestead, but soon after conveyed his interest to Mitchell.

Mitchell, by a quit-claim deed, August 2, 1897, conveyed his interest to the trustee, Blanchard, having taken his-title from Joseph H. Adams into¡ whose hands it came after sundry conveyances. Following the description of the land it is recited that:

“Fred W. Blanchard, having been appointed trustee un-_ der the will of James Mitchell, hereby accepts this deed of said land in lieu of five hundred dollars heretofore held in trust by E- F. Cabot, and five hundred dollars held in trust by Henry E. Mitchell, as security that they would forfeit said money to the legally appointed trustee under said will or the legal heirs of Charles Mitchell and Minerva Mitchell, or would return to1 him or them the above described land; and said E. F. Cabot and Henry E. Mitchell are hereby discharged from the payment of said sum of five hundred dollars each.”

When Adams received the $500 from Cabot he gave him a receipt which stated that it was money left with him in trust by Charles Mitchell, Eavinia Swan- and Henry E. Mitchell, as security that Henry E. “would return the James Mitchell land of twenty acres * * * * left in trust for Charles and Minerva Mitchell, said money having been paid to me in discharge of said Cabot from said trust, and for consideration that I return and deed to Fred W. Blanchard, trustee of said trust, the land described in the will.” On the same day Adams deeded the homestead and other land described to Henry E., who wrote on the back of the receipt given by Adams to Cabot a statement that he had paid Cabot the trust money to take the place of the homestead land which he thereby agreed [191]*191to convey to Blanchard, trustee, appointed by the Probate Court to take charge of said land; and it is found that the $500 was part consideration paid Adams for the premises conveyed to Mitchell. Directly after this Henry E. conveyed the land to Blanchard, who took possession of the twenty acres as the premises in trust under the will. On settlement of his account as trustee, in the Probate Court, the appellants objected to his having taken the real estate as the trust property, and insisted that he should have obtained the $1,000 in money, which was in the hands of Mitchell and Cabot when the trustee Was appointed, and in the hands of Mitchell and Adams at the time of the conveyance to- Blanchard.

The appellants took by the will a life estate in the twenty acres, and at their decease it was to pass to their legal heirs in fee. They, with the other heirs of James Mitchell, undertook, by their deed of April 29, 1873, to convey the land in fee, but that deed only operated to convey the life estate of Charles and Minerva, the other grantors being the heirs of the testator. The remainder over, after the termination of the life estate, passed by the will to' the heirs of the life tenants, and it does not appear that these heirs and the heirs of the testator were identical. The word “heirs,” as used by the testator, meant all persons who might take by inheritance from the life tenants at their decease. Flint v. Steadman, 36 Vt. 210.

The letters issued by the court to* Blanchard recite the clause in the will creating the trust, and direct the trustee to take charge of the trust estate, and manage and control it according to law and the will of the testator. They further direct him to make and return an inventory of all the real estate, and of all goods, chattels, rights, and credits belonging to him as trustee which should come to his possession or knowledge, and to manage and dispose of all such estate and effects, and faithfully discharge the trust in relation to the same. With these [192]*192letters was a personal letter from the judge to. the trustee, the first paragraph of which reads:

“Enclosed find trustee letters in the Mitchell estate. 1 am convinced, by reading the will, that twenty acres was all that he intended to include, and that, therefore, if you take a deed bade of the buildings and twenty acres of land, you get all the trust property.”

It is apparent that the judge, by his unofficial letter, only advised the trustee as to what land was¡ included in the trust,— whether more than the twenty acres, — for he says, “I am convinced, by reading the will,” etc. There is no intimation that he knew of the trust fund, or of the situation of the estate beyond what the will disclosed.

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Related

Flint v. Steadman
36 Vt. 210 (Supreme Court of Vermont, 1863)
Leake v. Watson
8 L.R.A. 666 (Supreme Court of Connecticut, 1890)
Bailey v. Bailey
67 Vt. 494 (Supreme Court of Vermont, 1894)
Mitchell v. Blanchard
47 A. 98 (Supreme Court of Vermont, 1899)

Cite This Page — Counsel Stack

Bluebook (online)
52 A. 523, 74 Vt. 186, 1902 Vt. LEXIS 121, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-mitchells-will-vt-1902.