Morris v. Bolles

31 A. 538, 65 Conn. 45, 1894 Conn. LEXIS 64
CourtSupreme Court of Connecticut
DecidedSeptember 1, 1894
StatusPublished
Cited by11 cases

This text of 31 A. 538 (Morris v. Bolles) 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
Morris v. Bolles, 31 A. 538, 65 Conn. 45, 1894 Conn. LEXIS 64 (Colo. 1894).

Opinion

Fenn, J.

This is a complaint brought by the executors and trustees under the will of William Bolles, late of Hartford, deceased, claiming a construction of said will, and advice as to their duties.

The Superior Court, by consent of the parties, found all the allegations of the complaint true, and reserved the questions arising upon the record for the consideration and advice of this court.

The testator died in 1889, leaving an estate inventoried at upward of one million dollars. The will in question was executed in 1883, and a codicil thereto was executed in 1884. The testator was 81 years of age at the time of his decease. He had been four times married. William W. Bolles, one of the defendants, is the child of the second wife. All the other children named in the will or complaint are'the children of the third wife. He married his fourth wife after the execution of the will, but before the execution of the codicil, which reaffirmed the will. By his last wife he had no children. He had entered into an ante-nuptial contract with her whereby she acquired by the marriage no interest in his estate. At the date of the execution of the will the testator had five living children, namely: four sons, William W., Samuel P., George A., and John F. Bolles, and one daughter, Margaret B. Quiggle. Samuel P. died in 1884, before the execution of the codicil, leaving a widow still living- and not remarried, and two sons, still living, born respectively in 1881 and 1883. John F. died since the testator, leaving a widow and two minor children. The other children of the testator are living, married, and each has issue.

So much of the wdll and codicil as are here material may be stated and summarized as follows: The testator in his [48]*48will, after direction for the payment of debts and charges, makes certain direct bequests to children (except Samuel P. to whom nothing was given directly) and to a nephew; then to trustees, the plaintiffs, he gives certain specified sums to be held in trust for his children, respectively; providing “if any of my children named in the above-mentioned trust shall die, not having received the sum, or any part of the sum, held in trust for him, or her, or them, and not leaving any lawful heirs of body, then the amount or sum shall go back into my estate; but if in such case there shall be any lawful heirs of body, then the said sum or sums shall be held by my trustees in trust for said heir or heirs, and my trustee shall pay over the sum to such heir or heirs when they shall arrive at the age of twenty-one years, if they shall deem it best to do so.” By the sixth clause of the Avill the entire rest and residue of the estate is given to the trustees named, as a fund to be held and managed by them for the purposes of paying from the income of the fund certain named sums or annuities; one to his son, Samuel P. Bolles, of twelve hundred and fifty dollars annually during his life ; and three others, one to the mother of his late wife, and two to nieces, each of tAvo hundred dollars annually. The first paragraph of the next clause is as follows :—

Seventh. After the payment of all expenses, charges, taxes, etc., and annuities, and all sums heretofore expressed, my will is, that one half of the income of my estate shall be paid in equal parts to my children here named, to William W. Bolles, Samuel P. Bolles, George A. Bolles, Margaret L. Bolles, and John F. Bolles ; but the said Margaret is to receive her share of said income free from the control of her husband, if she shall marry. The remainder of the income of my estate, and the accumulations thereon, I desire my. trustees to hold and invest in the manner hereafter expressed.” The testator then in the remainder of this, and in succeeding clauses, gives instructions as to investments, management and other matters, not here essential to note, and then in the eleventh clause says : “ My will is that the trusts created in this will shall exist and last until the death [49]*49of my last surviving child, then it shall cease, and my estate then existing shall be divided equally among my grandchildren and their heirs.”

In the eighth clause of the codicil it is provided that, “ all the bequests and legacies made in my will not specially limited or directed, nor changed by this codicil, and also those made in this codicil, shall be paid to the legal heirs of such of the beneficiaries of said will and this codicil as shall have deceased during my life time.”

The complaint alleged that by reason of the death of John F. Bolles, the following questions have arisen, concerning which adjudication is asked, with direction to the plaintiffs in what manner they shall execute their trust:—

“ 1. Are the children of said Samuel P. Bolles, to wit, George P. Bolles, and William H. Bolles, entitled to receive any portion of the one half of the income of said estate mentioned in, and under the provisions of, the seventh clause of said original will?
“2. Upon the death of the testator, did the said John F. Bolles take a vested right to receive a share of said one half of the income of said estate during the entire trust period created by said will, to wit, until the death of the last surviving'child of said testator? And if so, from and after his death, was and is it the duty of the plaintiffs to pay said share of said one half of said income to George A. Bolles as administrator of the estate of said John F. Bolles.? Or shall the plaintiffs distribute said share of said one half of said income to and among the widow and heirs of said John F. Bolles, deceased?
“3. From and after the death of the said John F. Bolles, did his share of said one half of said income of the estate become a part of the remainder of the income of said estate, to be held and invested by the trustees with the other half of said income ?
“5. From and after the death of the testator’s son, John F. Bolles, what was, is, and will be the duty of said plaintiffs as trustees as to that part of the one half of the income of said trust estate which, by the provisions of the seventh [50]*50clause of the original will, the trustees were directed to pay to said John F. Bolles ?
“ 6. Is the gift over to the grandchildren and their heirs, upon the death of the last surviving child of the testator void as contravening the provisions of the statute against perpetuities? And if it is void, what are the respective rights and interests of the defendants hereto in said estate, and what are the duties of the plaintiffs as executors and trustees in respect to holding, dividing and distributing said estate, both principal and income ?
“ 7. Upon the death of the last surviving child of the testator, will the estate then existing be intestate estate of the testator, or is it so to-day ? ”

We think that by the language used in the seventh clause of the will, it is reasonably clear the testator intended to give to each of his five children, named therein, an equitable estate or interest in one tenth of the net income of his residuary estate, remaining after the payment, from the entire estate or from the gross income of “ all expenses, charges, taxes, etc., and annuities, and all sums heretofore expressed; ” that he intended such interest or estate in such share of the net income, given to each of his children, to continue during the existence of the trust, that is, until the death of the last survivor of such children.

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Bluebook (online)
31 A. 538, 65 Conn. 45, 1894 Conn. LEXIS 64, Counsel Stack Legal Research, https://law.counselstack.com/opinion/morris-v-bolles-conn-1894.