LaCroix v. Senecal

99 A.2d 115, 140 Conn. 311, 1953 Conn. LEXIS 243
CourtSupreme Court of Connecticut
DecidedAugust 11, 1953
StatusPublished
Cited by6 cases

This text of 99 A.2d 115 (LaCroix v. Senecal) 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
LaCroix v. Senecal, 99 A.2d 115, 140 Conn. 311, 1953 Conn. LEXIS 243 (Colo. 1953).

Opinion

Bkown, C. J.

The plaintiff, a niece of the testatrix, who was left nothing under her aunt’s will and cod[313]*313icil, brought this action for a declaratory judgment as heir and next of Mn. She asked in effect for a decree that one-half of the residuary estate of the testatrix is intestate and that she, as heir, is entitled to that one-half interest. The plaintiff’s claim of intestacy is predicated upon the fact that one of the three subscribing witnesses of the codicil was the husband of the defendant Aurea Seneeal, to whom one-half of the residue was given by the express terms of both instruments. The court held that the residuary devise and bequest to the defendant under the codicil was void but that there was no resulting intestacy as to that portion of the residue, because the gift thereof under the will is valid. The plaintiff has appealed.

The testatrix, Celestine L. Dupre, died in Putnam on April 19,1951, leaving as her heir at law and next of kin her niece, the plaintiff. The testatrix left a will dated March 26,1951, and a codicil thereto dated April 10, 1951. These instruments were admitted to probate on May 22, 1951. Item five of the will reads as follows: “All the rest, residue and remainder of my property of whatsoever the same may consist and wheresoever the same may be situated, both real and personal, I give, devise and bequeath one-half to my nephew, Nelson Lamoth of Taftville, Connecticut, to be his absolutely; the other one-half to Aurea Seneeal of 200 Providence Street, Putnam, Connecticut, to be hers absolutely.”

The codicil reads as follows: “1. I hereby revoke Item Five of said will and substitute for said Item Five the following: Item Five: All the rest, residue and remainder of property of whatsoever the same may consist and wheresoever the same may be situated, both real and personal, I give, devise and bequeath one-half to my nephew Marcisse La-[314]*314moth of Taftville, Connecticut, also known as Nelson Lamoth, to be his absolutely; the other one-half to Aurea Seneeal of 200 Providence Street, Putnam, Connecticut to be hers absolutely. 2. I hereby republish and confirm my said will in all respects except as altered by this Codicil.”

Aurea Seneeal is not related to the testatrix. One of the three subscribing witnesses to the codicil was Adolphe Seneeal, who at the time he witnessed the codicil was, and still is, the husband of Aurea Seneeal. Section 6952 of the General Statutes, so far as material, provides as follows: “Every devise or bequest given in any will or codicil to a subscribing witness, or to the husband or wife of such subscribing witness, shall be void unless such will or codicil shall be legally attested without the signature of such witness . . . ; but the competency of such witness shall not be affected by any such devise or bequest.” As the court pointed out in its memorandum of decision, any bequest to Aurea Seneeal in item five of the codicil was void because her husband was a subscribing witness. The question left to be answered, therefore, was whether the devise or bequest to the defendant Aurea under item five of the original will stands. It is to be noted that the only difference between item five of the will and item five of the codicil is the substitution for the words “my nephew, Nelson Lamoth of Taftville, Connecticut,” in the former, of the words “my nephew Mareisse Lamoth of Taftville, Connecticut, also known as Nelson Lamoth,” in the latter. It is also to be noted that by the second paragraph of the codicil the testatrix confirmed the will “in all respects except as altered by this Codicil.”

The defendants’ brief suggests that the issue on this appeal is whether the doctrine of dependent relative revocation may be invoked to sustain a gift by [315]*315will, when such gift has been revoked in a codicil which substantially reaffirmed the gift but was void as to it under § 6952 by reason of the interest of a subscribing witness. The gist of the doctrine is that if a testator cancels or destroys a will with a present intention of making a new one immediately and as a substitute and the new will is not made or, if made, fails of effect for any reason, it will be presumed that the testator preferred the old will to intestacy, and the old one will be admitted to probate in the absence of evidence overcoming the presumption. 1 Page, Wills (Lifetime Ed.) p. 885; 1 Schouler, Wills, Executors & Administrators (6th Ed.) § 632; 57 Am. Jur. 356, § 514; note, 24 A.L.R.2d 514, 554. The rule has been more simply stated in these words: “[Wjhere the intention to revoke is conditional and where the condition is not fulfilled, the revocation is not effective.” Matter of Macomber, 274 App. Div. 724, 725, 87 N.Y.S.2d 308. As is stated in that opinion at page 727, the doctrine has had wide acceptance in both England and the United States. It is a rule of presumed intention rather than of substantive law; McIntyre v. McIntyre, 120 Ga. 67, 70, 47 S.E. 501; notes, 62 A.L.R. 1367, 1401, 115 A.L.R. 710, 721, 57 Am. Jur. 357, § 515; and is applicable in cases of partial as well as total revocation. Gardner v. Gardiner, 65 N.H. 230, 232, 19 A. 651; Schneider v. Harrington, 320 Mass. 723, 726, 71 N.E.2d 242; In re Roeder’s Estate, 44 N.M. 578, 588, 106 P.2d 847; 57 Am. Jur. 358, § 516. That it can only apply when there is a clear intent of the testator that the revocation of the old is made conditional upon the validity of the new is well brought out in Sanderson v. Norcross, 242 Mass. 43, 45, 136 N.E. 170, and in Estate of Kaufman, 25 Cal. 2d 854, 858, 155 P. 2d 831, where many cases are cited.

[316]*316The doctrine has long been accepted in Connecticut, notwithstanding the plaintiff’s claim that we should adopt the contrary view. In 1898, Justice Simeon E. Baldwin stated in a case involving a question of this nature: “It being [the testator’s] manifest intention to revoke the provision in the will only for this purpose, so far as the purpose fails of effect, the revocation must fall with it. . . . The revocation of his former provision . . . was indissolubly coupled with the creation of the substituted provision. It may be given effect, so far as the substitution is valid, but no farther, because so only can the plain purpose of the testator be attained, and. the mutual dependence of the two articles . . . preserved. The whole instrument was a single testamentary act, and must be read as if the testator had expressly declared that he revoked the gift made ... in his will simply in order to put it in a different form. Rudy v. Ulrich, 69 Pa. St. 177, 183; Stickney v. Hammond, 138 Mass. 116, 120; Powell v. Powell, L.R. 1 P.&D. 209. The rule of construction upon which we proceed is analogous to that governing a revocation which is grounded on a state of facts which proves not to exist. It falls when its foundation falls. Dunham v. Averill, 45 Conn. [61].” Security Co. v. Snow, 70 Conn. 288, 293, 39 A. 153.

In a later case involving the principle, we stated: “The case, therefore, is within the reason of the rule that a writing purporting to revoke a will on account of the existence of a certain fact does not revoke it if there be no such fact. Dunham v. Averill, 45 Conn. 61, 80. It is true that the mistake is, at bottom, one of law.

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

Related

Vecchiarino v. Potter
223 Conn. App. 676 (Connecticut Appellate Court, 2024)
Churchill v. Allessio
719 A.2d 913 (Connecticut Appellate Court, 1998)
Kroll v. Nehmer
705 A.2d 716 (Court of Appeals of Maryland, 1998)
Arrowsmith v. Mercantile-Safe Deposit & Trust Co.
545 A.2d 674 (Court of Appeals of Maryland, 1988)
King v. Smith
302 A.2d 144 (New Jersey Superior Court App Division, 1973)
Connecticut Bank & Trust Co. v. Coles
192 A.2d 202 (Supreme Court of Connecticut, 1963)

Cite This Page — Counsel Stack

Bluebook (online)
99 A.2d 115, 140 Conn. 311, 1953 Conn. LEXIS 243, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lacroix-v-senecal-conn-1953.