Mack's Appeal from Probate

41 A. 242, 71 Conn. 122, 1898 Conn. LEXIS 83
Supreme Court of Connecticut·Decided October 5, 1898·Published·Cited by 40 cases

Opinion

Hameksley, J.

The will in question was admitted to probate in 1892. The executors having declined to serve, an administratrix with the will annexed was appointed, who settled the estate and rendered her administration account, which showed a balance in her hands consisting of land on Franklin street in Stamford valued at $4,000, and personal estate valued at $12,813.95. This land and residue was devised and bequeathed in trust by the 17th, 20th and 21st clauses of the will.* In 1893, the appellant, a nephew of [126] the testator and one of the cestui que trust under the will, filed in the Court of Probate an application claiming that [127] the gift in trust was void; that the estate in the hands of the administratrix was intestate estate; and asked the court [128] “to ascertain who are the heirs of said deceased, and distributees of said estate.”

This application was improper; if there was any estate to distribute, the appellant should have applied for an order of distribution. The ascertainment of heirs and distributees is not, in itself and independent of distribution, a judicial act.

In 1699 an Act was passed prescribing the mode of distribution of intestate estate, and providing for the appointment of three freeholders to make the division. In 1812 a statute was passed authorizing the Court of Probate to distribute real estate devised by will to two or more persons, when the will made no provision for the division; and in 1865 a statute provided for the distribution of personal estate bequeathed to two or more persons. Under these statutes it has been the practice of probate courts to ascertain the heirs and distributees for the purpose of distribution; to order the distribution of intestate estates, and of testate estates in the case of joint devisees and legatees; and when the estate is all in cash, or there is but a single distributee, to order the executor or administrator to hand over the estate without distribution. And this practice has been held lawful. Pinney v. Bissell, 7 Conn. 21; Davenport v. Richards, 16 id. *310, 316-318.

In 1885 there was a special revision of the probate law, by which, however, the law of distribution remains substantially unchanged. The following section was added: “Sec. 197. It shall be the duty of the Court of Probate to ascertain the heirs and distributees of every intestate estate and of every testate estate so far as the will may leave the same indefinite and necessary to be defined, and in case there shall be but a single heir to whom the entire estate would descend, or in case such estate shall consist wholly of cash, such court shall order the administrator to deliver possession of, or to pay over the same, to said heir or heirs.” Public Acts of 1885, p. 514.

The duty here described has always been the duty of the Court of Probate. The section simply recites the preexisting law as settled in Davenport v. Richards. It confers no new [129] power or jurisdiction. The ascertainment of the heirs remains as it was before, a mere incident of the order of distribution, or the order to hand over the estate without distribution. We have never had before us an appeal from the action of a Court of Probate in ascertaining heirs, except once. That case was a reservation; the order appealed from was in effect a denial of distribution; no question was made by the parties as to the form, but on the contrary they stipulated that it should be so treated. Here the question is raised, and should be decided. We think that § 197 of the Act of 1885 (General Statutes, § 628), does not alter the law; that the ascertainment of heirs and distributees is involved in the judicial act of distribution, and that no one can be aggrieved until the order of distribution is made or denied.

The appellant, however, claims that notwithstanding the form of his application, the order appealed from is a denial of distribution. The order was passed more than three years after the application was filed. It finds the heirs and distributees of the deceased to be the persons claimed by the appellant ; that the trusts created by the will are valid; that the whole estate is disposed of by the will, and that there is no estate for distribution to these heirs. The0 appellant appeals from the whole order. His appeal is certainly not from the ascertainment of the heirs, for that he admits is correct; it must be from the other parts of the order. This appeal is clearly defective, perhaps fatally so; but the appellees have not moved to dismiss nor in any way raised objections to its form, and for the purposes of this reservation we may treat it as an appeal from the denial of distribution.

Reversal of the probate order is asked for on the ground that the trust bequest is void, and therefore there is intestate estate which the appellant is entitled to have distributed. This raises the question, can a Court of Probate pass judicially on the validity of a legacy? Courts of Probate do not possess the right to try and finally determine disputed titles to property. Gold's Case, Kirby, 100; Hewitt's Appeal, 53 Conn. 24; Mallory's Appeal, 62 id. 218; Homer's Appeal, 35 id. 113; Cone's Appeal, 68 id. 84; Chamberlin's Appeal, 70 [130] id. 363, 377. On the other hand, they have full and exclusive jurisdiction of the settlement of estates; and whenever in such settlement a judgment becomes necessary upon a controversy which is plainly within the jurisdiction conferred by statute, involving the consideration of title or other matter which per se is without that jurisdiction, it is clear that the court has power to consider such question, so far as may be necessary to render its judgment. This power is unavoidably implied in conferring the exclusive jurisdiction; and its exercise is not the exercise of the common-law power of a court of general jurisdiction, but is an exercise of the statutory jurisdiction conferred. The same principle was applied when we held that the ascertainment of the heirs of an intestate was involved in the judgment establishing a distribution, and that the power to order an administrator to turn over the estate to a single heir without distribution, was involved in the judgments necessary to the settlement of an estate, Davenport v. Richards, supra ; when we held that the adjudication upon an administration account involved the validity of a debt whose payment was charged in the account, Edmond v. Canfield, 8 Conn. 87, 88; when we held that the meaning of a -Sill may be involved in an adjudication upon the sale of land to pay a legacy, Bell v. Raymond, 20 Conn. 337; and that the validity of a legacy may be involved in the adjudication of an application to distribute intestate estate. Tappan’s Appeal, 52 Conn. 412. The question under discussion, however, was not raised in either of the two cases last cited, and they are not conclusive on the point. Again, the principle was applied when we held that denial of distribution involved the effect of a foreign judgment and the question of an equitable conversion of real into personal estate, Clarke’s Appeal, 70 Conn. 195; and when we held that the validity of a legacy may be considered in determining whether there is a prima fade reason for the appointment of an administrator de bonis non. Chamberlin’s Appeal, 70 Conn. 363.

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Mack's Appeal from Probate, 41 A. 242, 71 Conn. 122, 1898 Conn. LEXIS 83 (Colo. 1898).

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