Lewis v. Palmer

46 Conn. 454
CourtSupreme Court of Connecticut
DecidedOctober 15, 1878
StatusPublished
Cited by16 cases

This text of 46 Conn. 454 (Lewis v. Palmer) 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
Lewis v. Palmer, 46 Conn. 454 (Colo. 1878).

Opinion

Carpenter, J.

Polly Hoyt died testate, disposing of her property as follows:—'■'■Item. I do give and devise unto my only sister, Sarah Palmer, my house, barn and other buildings, together with all my land or lands called the Homestead, together with my money in Bridgeport Bank, and all personal property of whatever name or nature, to her use and benefit forever, to sell, occupy, or any way she may please, except the burying ground as the fence now stands, with right of way from road south to and from said yard, for all heirs of Warren Hoyt.

Item. I do give and devise unto my said sister, Sarah Palmer, the use of all the rest of my real estate that I may have or leave at my death, during her natural life, and for her to dispose of as she may think proper, right or just; and I do hereby give power and authority to my executrix to sell real or personal property as she may think best to make my estate clear from debt.”

Sarah Palmer in her life time sold the property in dispute to one of the defendants, who now claims title as her grantee. The plaintiffs claim title as heirs at law of Polly Hoyt.

It is undoubtedly true as a rule that the gift or devise of property generally, with power to sell and with no subsequent limitation, carries an estate in fee. So far the authorities seem to agree. So too if the language of the will leaves it in doubt whether a life estate or fee was intended the power [456]*456of disposal is generally regarded as conclusive in favor of a fee. Some of the cases cited by the defendants’ counsel are of this description. Ide v. Ide, 5 Mass., 500; Harris v. Knapp, 21 Pick., 412; Burbank v. Whiting, 24 Pick., 146; Jackson v. Coleman, 2 Johns., 391; Helmer v. Shoemaker, 22 Wend., 137; McKenzie's Appeal from Probate, 41 Conn., 607.

There are cases however which hold a somewhat different doctrine. Smith v. Bell, 6 Peters, 74; Brant v. Virginia Coal and Iron Company, 93 U. S. Reports, 326; Boyd v. Stahan, 36 Ill., 355.

We find no case where a life estate created by express words is enlarged to a fee by the power of sale. There are cases where there is an apparent life estate with power of disposal, but without any disposition of the remainder, in which it is held that the devisee takes a fee. There are other cases where there is a devise of an estate generally, with an express power to sell, in which it is held that the devise over of the remainder is void for repugnancy. But we think none of the cases go so far as to disregard the obvious and acknowledged intention of the testator. All seem to regard that when discovered as conclusive. Courts differ widely as to what the intention is, and oftentimes different courts will draw different conclusions from similar language, and sometimes even from language precisely identical. But usually there will be found something in the will, or something omitted, or something in the situation and circumstances of the estate and the parties interested, to account for these apparent differences; and most of them, it is believed, may in that way be reconciled.

But there are other cases to be noticed which seem to have a more direct bearing upon the case before us. Some hold that where an estate is expressly given for life, with power to sell, and the power has been exercised, the purchaser takes an estate in fee. Others hold that the power to sell is limited to the life use, and that the conveyance does not carry a fee.

We will briefly notice the more important of these cases, and discover, if possible, in which direction the current of authority is.

[457]*457The case of Bradley v. Westcott, 13 Vesey Jr., 445, was a “ bequest of personal estate to the sole use of the testator’s wife for life, to be at her full, free and absolute disposal during her life without being liable to any account,” and after her decease certain articles specified and £500 were to go according to her appointment by will, and in default of appointment to fall into the residue, which was disposed of. Sir William Grant, M. R., said:—“As the testator has given to her in express terms an interest for her life, I cannot under the ambiguous words afterwards thrown in extend that interest to the absolute property. I must construe the subsequent words with reference to the express interest for life previously given, that she is to have as full, free and absolute disposition as a tenant for life can have, and there is a further direction immediately following for the purpose of preventing those who may have claims under the subsequent part of the will from disturbing her during her life by calling for inventories or other accounts.”

Here was strong evidence in the language of the will that the testator intended that the power to sell should extend to the life estate only.

The case of Smith v. Bell, 6 Peters, 68, was where a legacy of personal property (consisting of slaves) to a wife to and for her own use and benefit and disposal absolutely, remainder after her decease to be for the use of the testator’s son, was held to create a life estate in the wife with a vested remainder in the son. In that case it will be noticed that stress is laid upon the nature of the property and the relation of the legatees to each other and to the testator; and also upon the fact that there was a disposition of the remainder, and that in that disposition was found the only provision for the son.

In Brant v. The Virginia Coal & Iron Company, 93 U. S. Reports, 326, the testator gave to his wife all his estate, real and personal, “to have and to hold during her life, and to do as she sees proper before her death.” It was held by a majority of the court that the wife took a life estate in the property with only such power as a life tenant can have.

[458]*458In Boyd v. Stahan, 36 Ill., 355, it is held, as a general rule, that “-where a will bequeaths personal property to be at the absolute disposal of the legatee, he becomes, in the absence of all clauses showing a contrary intent, the absolute owner.” The will bequeathed personal property to the wife, “ to her and her heirs and assigns forever.” The next clause gave to her “ all his personal property of every description not herein enumerated or otherwise disposed of in this will, to be at her own disposal and for her own proper use and benefit during her natural life,” with a limitation over in favor of heirs. It was held that the wife took a life estate only.

That case was like this in one respect; there was an absolute legacy to the wife in one clause, immediately followed by another giving her a life estate with power to dispose of it. But it was materially different in another respect—there was a bequest over in that case; in this there is none. The court gathered from the language and from the whole scope of the will that the testator intended a life estate only.

On the other hand it has been held by courts whose decisions are justly entitled to great weight, that while a life estate only in express terms will not be enlarged to a fee by the power of sale, yet if the power is exercised by the life tenant the purchaser will take an estate in fee. Ramsdell v. Ramsdell, 21 Maine, 288; Shaw v. Hussey, 41 Maine, 495; Hale v. Marsh, 100 Mass., 468; Cummings v. Shaw,

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Bluebook (online)
46 Conn. 454, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lewis-v-palmer-conn-1878.