Mitchell v. Mitchell

47 A. 325, 73 Conn. 303, 1900 Conn. LEXIS 43
CourtSupreme Court of Connecticut
DecidedNovember 1, 1900
StatusPublished
Cited by19 cases

This text of 47 A. 325 (Mitchell v. Mitchell) 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
Mitchell v. Mitchell, 47 A. 325, 73 Conn. 303, 1900 Conn. LEXIS 43 (Colo. 1900).

Opinion

Andrews, C. J.

The complaint in this case asks the advice of the Superior Court as to the distribution of the estate of Elizur Mitchell, pursuant to his will, to the several persons claiming thereunder; and the questions are reserved for this court.

The will was made and duly executed on the 3d day of August, 1885. There was a codicil dated the 19th day of May, 1886. The testator died on the 21st day of May, 1886. Thereafter, on the 22d day of June, 1886, the will and codicil were proved and established in the proper Court of Probate.

*305 The will provided, in the first place, for the support of the testator’s widow. She died on the 11th day of May, 1897. In the next place it provided that the entire estate should be held in trust until—as amended by the codicil—the 1st day of January, 1900, and directed in what way the income of the estate should be disposed of. As soon after the closing of the trust as was practicable the trustee, who was also the executor of the will, settled his account as trustee and as executor with the Court of Probate, and the same was approved, accepted and ordered to be recorded. From this settlement no appeal has been taken. The court found that there was then in the hands of the executor, for distribution under the provisions of the will, the sum of $375,761.29, of which $8,880 was in real estate. The clauses or sections of said will which direct the distribution of the testator’s estate are the eighth, ninth and tenth, and are as follows: —

Eighth. I order, direct, and declare that the said trust shall terminate and come to an end on the first day of Januáry, A. D. 1900, and the principal fund of the whole of said trust estate shall be divided up and distributed as follows, to wit:

' 1. I give, devise, and bequeath to my granddaughter Helen M. Winchell, one-fifth part of the principal of my estate after the closing of the trust. But if Helen M. Winchell shall die before the closing of the trust and the distribution of the principal of my estate, without issue of her body, said portion that Helen M. Winchell would be entitled to if living I order and direct shall be distributed, one half to the children of Lawrence Mitchell, equally, and the remaining half to the children of D. M. Mitchell, equally, to have and to hold unto them and their heirs forever.

Ninth. I give, devise, and bequeath to David M. Mitchell and his children two fifths of the principal of all my estate, in equal portions after the closing of the trust.

Tenth. I give, devise, and bequeath to Lawrence Mitchell and his children, in equal portions, two fifths of all my estate after the closing of the trust, to have and to hold unto them and their heirs forever. But if one or more of the said four children of L. Mitchell shall have died leaving issue of *306 his or her body, said issue shall receive the same portion that his or her parent would be entitled to if living.”

No question arises under the eighth section of the will. Helen M. Winchell—now Helen W. Brooks—is living, and is entitled under that section to have one fifth of the said principal fund distributed to her.

Nor is there any question under the ninth section. David M. Mitchell and his children are entitled to have two fifths of the said principal fund distributed to them in equal portions.

Whatever uncertainty there is arises under the tenth section. At the time the testator died Lawrence Mitchell was the father of four children, viz: Frank H. Mitchell, Nellie E. Mitchell, Jessie P. Mitchell and Vivian E. Mitchell. One of these, Nellie E. Mitchell—afterward Parsons—died on the 13th day of June, 1892, leaving four minor children. When the testator died said Lawrence Mitchell was living unmarried. He had been divorced from the mother of his children. Subsequently, on the 3d day of - July, 1895, he married Mary E. Mitchell by whom he had a son, Benjamin Ward Mitchell, born on the 25th day of March, 1897.

The questions upon which the advice of this court is asked, are these : 1st. Whether at the end of the trust in 1900 the four children of Lawrence Mitchell above named (comprising all the children he had at the death of the testator) take the whole of the two fifths of said estate devised to said Lawrence Mitchell and Ms children, in equal portions, by the tenth section of the will. 2d. Whether Benjamin Ward Mitchell, son of Lawrence Mitchell deceased, born after the death of the testator, takes any part of the “ two fifths of all the estate devised and bequeathed to Lawrence Mitchell and Ms children m equal portions ” after the closing of the trust. 3d. Whether by said tenth section of said will the defendant Mary E. Mitchell, widow of said Lawrence Mitchell deceased, has any statutory interest M said two fifths of said estate. 4th. Whether the two fifths of said estate “ devised and bequeathed to Lawrence Mitchell and his children,” vested in them as a class at the death of the testator, or at the close of *307 the trust in 1900. 5th. Whether by the death of Lawrence Mitchell, before the closing of the trust in 1900, the portion of the two fifths bequeathed to him has become intestate estate.

It is entirely plain that no part of the estate of Elizur Mitchell is intestate. The one fifth devised to Helen M. Mitchell and the two fifths devised to David M. Mitchell and his children, certainly are not intestate. And we think the two fifths devised and bequeathed to Lawrence Mitchell and his children, in equal portions, is not intestate. It vested in them at the death of the testator.

Legacies and devises vest at the time the will becomes operative, unless there is a clear intent to the contrary. In this will no such contrary intent appears. Johnes v. Beers, 57 Conn. 295; Marcy v. Marcy, 32 id. 308 ; Corley v. McEl meel, 149 N. Y. 228.

The words in this part of the will, “ Lawrence Mitchell and his children,” standing alone, must be taken to mean Lawrence Mitchell and all his children. They can have no other meaning. It is a devise to a class. A class is a number of persons or things ranked together for some common purpose. Bouvier’s Law Diet. And when a legacy is to a class, all those will take who are embraced in the class at the time the legacy takes effect in point of enjoyment. Jones’ Appeal, 48. Conn. 60; Belfield v. Booth, 63 id. 299, 304. Benjamin Ward Mitchell is one of the class to which this devise is made. Rockwell v. Bradshaw, 67 Conn. 8. The class consisted of Lawrence Mitchell and all his children. Kingsbury v. Walter, L. R. (1899) 2 Ch. 314. While in some cases the members of a class take as joint tenants, they do not so take when the intent is otherwise. Bolles v. Smith, 39 Conn. 217; Morris v. Bolles, 65 id. 45, 53; Rockwell v. Bradshaw, supra. In this will the clear intent is that they take as tenants in common.

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Bluebook (online)
47 A. 325, 73 Conn. 303, 1900 Conn. LEXIS 43, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mitchell-v-mitchell-conn-1900.