McDermott v. Scully

98 A. 350, 91 Conn. 45, 1916 Conn. LEXIS 9
CourtSupreme Court of Connecticut
DecidedJuly 27, 1916
StatusPublished
Cited by16 cases

This text of 98 A. 350 (McDermott v. Scully) 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
McDermott v. Scully, 98 A. 350, 91 Conn. 45, 1916 Conn. LEXIS 9 (Colo. 1916).

Opinion

Wheeler, J.

Maurice Welch, or Walsh, deceased, leaving a will, the eighth clause of which reads as follows: “I give to Rosella McDermott five (5) dollars, having heretofore deeded to her my house at No. 554 Dixwell Avenue in New Haven, and a mortgage in Bethany of twenty-five hundred (2500) dollars.”

The executors named in the will filed their account showing, as a portion of the residuary estate remaining *47 for distribution, a note of Wallace S. Saxton for $2,200, dated October 1st, 1909, secured by a mortgage on land in Bethany. The Court of Probate, after due hearing, directed the executors to turn over to Itosella Walsh McDermott (called Rosella McDermott in the will) the Saxton mortgage, and accepted the account as thus corrected. The executors appealed from this decree, and the court found, in addition to the facts above, that Rosella Walsh McDermott was not an heir at law of Maurice Welch; that the latter on April 26th, 1906, conveyed by quitclaim deed to Rosella Walsh McDermott the premises known as No. 554 Dixwell Avenue, New Haven, but that he never deeded to Rosella Walsh McDermott any mortgage in Bethany; that she once held a mortgage on property in Bethany for $2,900, in which Wallace S. Saxton was the mortgagor, and that this mortgage was paid in full to Rosella Walsh McDermott about 1909. It did not appear who paid this.

The Superior Court affirmed the decree of the Court of Probate, holding that under the eighth clause Rosella Walsh McDermott took $5 and the Saxton mortgage in Bethany for $2,200. The executors appeal for errors in rulings on evidence and in the construction of the eighth clause.

The appellants called the scrivener of the will and asked him several questions, viz, as to what Mr. Welch stated to him with reference to Rosella Walsh Mc-Dermott; as to a mortgage in Bethany so far as it related to Mrs. McDermott; as to whether he said Mrs. McDermott should have any other sum than the $5 mentioned in the will; and as to his feelings toward Mrs. McDermott, and as to why he made the provision of the will as set out in paragraph eight thereof. These questions were claimed to enable the court to look in upon the testator’s mind and to adjudge in what sense *48 the language of the will was actually used; to show that the testator did not intend to give Mrs. McDermott the $2,500 or any mortgage, but that the mortgage referred to in this clause of the will related to a matter long before disposed of, to a mortgage paid for her of substantially $2,500 in Bethany, and to which the $2,500 mortgage of this clause referred. To all of this evidence the appellee objected, as (a) an attempt to offer direct evidence of the intention of the testator by testator’s own declarations in the absence of equivocation, and (b) on the ground that as the meaning of the will was plain, no extrinsic evidence was admissible for the purpose of aiding its construction.

The testator’s declarations of his testamentary intention, or as to the meaning of the words which the scrivener used, are not admissible except in cases of equivocation or, as otherwise called, latent ambiguity, and then only as explanatory of or connected with the language used. “Where, in a will, the description of the person or thing intended is applicable with equal certainty to each of several subjects, . . . extrinsic evidence, including proof of the testator’s declarations as to his intentions made at the time of drawing the will, is admissible for the purpose of establishing which of such persons or things was intended by him.” Dunham v. Averill, 45 Conn. 61, 68; Fairfield v. Lawson, 50 Conn. 501, 510. Oral evidence so admitted does not add to the terms of the will but explains them, showing to which of different persons or things the testator referred. And if there be no latent ambiguity or equivocation taken in connection with all the surrounding facts, so as to make doubtful the identity of the legatee or the subject-matter of the legacy or bequest, extrinsic evidence of the intention of the testator is not admissible.

This rule of exclusion follows from the general rule *49 that the testator's intent is to be ascertained from the will itself construed in the light of its context. It also follows from the statute requirement that all wills must be in writing and executed according to a certain statutory form. Nor does our “statute permitting proof of the declarations of deceased persons . . . include declarations by testators as to the meaning attached by them to the provisions in their wills.” Chapman v. Allen, 56 Conn. 152, 167, 14 Atl. 780. It cannot be shown that the testator directed the scrivener to write the will in a form or with a meaning different from that which appears in the will, unless there is a latent ambiguity or equivocation as to the person or subject meant to be described, or unless the evidence is offered to rebut a resulting trust. Avery v. Chappel, 6 Conn. 270, 275. The rule and the exception, and the reasons underlying them, have been long since stated by our court. Their application still affords matter for controversy.

The immediate question is, did the testator, Welch, give by his will to Mrs. McDermott the Bethany mortgage which is a part of his estate? The evidence of the instructions given the scrivener was not admissible unless there was an equivocation. If there was another Bethany mortgage owned by the testator, or if there had been one owned by the testator, and the description in the will might exactly fit the mortgage outside the will, a ease of equivocation or latent ambiguity would arise and the declarations of the testator made to the scrivener, if relevant and material, would be admissible. But in this case the testator never owned another mortgage in Bethany.

The executors now claim that the testator referred, in the eighth clause, to a mortgage made by Saxton to Mrs. McDermott and which the testator paid. The record does not show that any such claim was made *50 upon the trial. Even so, it would not have presented a case of equivocation, but an instance where the testator, through the mistake of the scrivener or himself, described one thing in his will when he meant to describe not a similar thing but a totally dissimilar thing. Such an attempt does not fall within the exception to the rule, and the offer was clearly inadmissible.

Had the question been asked directly, as to what were the relations between the testator and Mrs. Mc-Dermott at the time of execution of the will, it would have been admissible. Such an offer would have tended to prove a condition, a fact always admissible when relevant and material and the intent of the testator is in doubt. The question asked was for Mr. Welch’s statement “as to his feelings toward Mrs. McDermott, and as to why he made the provision of the will as set out in paragraph eight thereof?” The latter part of the question came within the rule we have before discussed, and was clearly inadmissible. The only occasion when the relations between Mr. Welch and Mrs. McDermott were made the subject of direct question was on the cross-examination of Mrs. McDermott, and • the trial judge was right in excluding the question because not then proper cross-examination.

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Cite This Page — Counsel Stack

Bluebook (online)
98 A. 350, 91 Conn. 45, 1916 Conn. LEXIS 9, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mcdermott-v-scully-conn-1916.