Nelson v. Pomeroy

29 A. 534, 64 Conn. 257, 1894 Conn. LEXIS 22
CourtSupreme Court of Connecticut
DecidedApril 2, 1894
StatusPublished
Cited by7 cases

This text of 29 A. 534 (Nelson v. Pomeroy) 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
Nelson v. Pomeroy, 29 A. 534, 64 Conn. 257, 1894 Conn. LEXIS 22 (Colo. 1894).

Opinion

Hameksley, J.

This is an action brought to the Superior •Court alleging that doufits have arisen as to the meaning of .the will of Horatio K. Nelson, and asking advice as to its ¡proper construction in respect to clauses and provisions men-, tioned. The Superior Court has made a finding of facts, and at the request of all the parties to the cause, has re[259]*259served the-questions arising thereon for the advice of this court.

All doubtful questions will be disposed of by construction of the so-called residuary clause, the bequest to the widow, and the bequests to the grandchildren.

It appears that Mr. Nelson made his will in February, 1887, and died in January, 1898. At the time the will was made his property included a farm—since appraised at $4,500, household effects valued at $1,000, and property well invested in personal securities, amounting to $44,500; total $50,000. At the time of his death his property was substantially the same, except that his personal securities increased the total amount to about $60,000.

The Superior Court finds that at the date of the will his property amounted to at least $50,000, but that it is impossible to find whether it amounted to more than that sum; and therefore it cannot be certainly known whether the total amount increased or decreased between the date of the will and the date of the testator’s death.

Mr. Nelson’s family at the time of making the will consisted of his wife ; a son, who had three children from two to eight years of age; a married daughter, who had three children, from twenty-three to twenty-seven years of age; and two children of adeceased daughter—Nelson A. Pomeroy aged nineteen years and Anna L. Pomeroy.

He devised his farm (all his real estate) to his son, and also gave him $8,000. To his wife he bequeathed the use of $10,000 “ so long as she remains my widow, in lieu of dower; ” to his daughter $4,000 ; to his eight grandchildren $8,000, giving $1,500 to each male, and $500 to each female; to a trustee for the use of his church $2,000. His will left undisposed of about one third of his property—or, if the reversion of his wife’s life estate be included in the residue, about one half of his property. After making these gifts the will says:—“ Should my present investments increase or decrease in amount or value, then each devisee or legatee or party hereto to share in equal proportion, as given above, or prc rata.”

[260]*260The first-and. principal question on which our advice is asked, relates to the meaning and effect, if any, of this clause. The difficulties involved in giving any particular construction to the clause are too patent to need enumeration. We gain no help from the general intent of the will. That general intent, aside from the clause in question, is plain. The testator intends, first, to leave a large portion of his property to be divided in accordance with the statute governing the distribution of intestate estate. It is inconceivable that he should b}r accident or oversight have left from one third to one half of his property undisposed of, especially when that property mainly consisted of notes and bonds of their face value, which he must have examined once or twice a year in order to collect his income; second, to divide the main portion disposed of by his will, after making liberal compensation to his wife in lieu of dower, among his children and grandchildren, on the theory of giving each male three times as much as each female. If he valued his farm at $4,000, he gives his son just three times as much as his daughter; and in his gifts to his grandchildren, each boy has exactly three times as much as each girl. This peculiar discrimination in favor of the stronger sex he evidently intends to limit to that portion of his property disposed of by his will.

If we read the language of the clause with the strongest desire of discovering the testator’s real meaning, we cannot be sure of anything beyond possibilities. It may be possible that Mr. Nelson intended to limit the operation of the statute of distribution to the-precise amount of property he left undisposed of at the time the will was made, and to secure its operation as to that amount; and so provided that if his property increased that increase should be divided between his legatees according to his peculiar rule of distribution, and if it decreased the amount- distributed by the statute should remain unchanged and the legacies be reduced proportionately. Or it may be possible, as claimed by the counsel for the executors, that in spite of the utter inadequacy of the language used, Mr. Nelson really intended tc [261]*261make an ordinary residuary clause for the disposition of the residue of his property. But it is certainly impossible to affirm that any particular construction signifies the actual intent of the testator; and in giving any construction we are met with the difficulty of disposing of the words by which the testator plainly makes the increase or decrease of his “present investments ” a condition of the provisions, whatever they may be, taking effect. The finding shows that the facts essential to determining the existence of that condition cannot now be ascertained. The authorities go far, perhaps dangerously far, in countenancing an elastic exercise of the power vested in the court to make certain an obscure will on the lines of the testator’s actual intent; but in every case, as a condition precedent to any exercise of such power, the law demands that the court shall be satisfied that the will in question, with the circumstances lawfully proven, does in fact disclose the actual intent of the testator. In this case we can only venture an unsatisfactory guess at what possibly the testator might have wished to express, and must therefore hold the clause which contains no clearer meaning void for uncertainty.

The next question is raised by the bequest to his wife. His will gives “ in lieu of dower ” the use and income of S10,000 “ to my beloved wife, Martha J. Nelson.” The wife is also made one of the executors, “ and without bonds.” Is the widow entitled to her distributive share of the intestate estate ?

Redfield lays down the rule:—“ The widow is not excluded from claiming her share in the undisposed personalty under the statute of distribution by reason of any provision in the will for her benefit, unless it be clearly expressed to be in satisfaction of all her claim upon the estate, or such appear from the will itself, with such aids to its construction as are allowable, to have been the intention of the testator; and the fact that she is excluded by the will from all claim of dower will not affect her claim to personal estate.” 2 Redfield on Wills, 3d edition, p. 364. In Pickering v. Stamford, 3 Ves., 331, the English Court of Chancery holds, that [262]*262when a testator has made provisions for his wife by will which he meant to be in satisfaction for any claim she might have interfering with the other express objects of his bounty, if by accident such other bequest becomes inoperative, and the property so bequeathed becomes intestate estate, the claims of the widow under the statute of distribution will not be barred. Pinkney v. Pinkney, 1 Bradford, (N. Y.) 276, seems' to support the broad rule that a bequest to a widow “in lieu of all right she may have in my real or personal estate, except as hereinafter mentioned,” does not exclude the widow from her distributive share of any property undisposed of by the will.

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Bluebook (online)
29 A. 534, 64 Conn. 257, 1894 Conn. LEXIS 22, Counsel Stack Legal Research, https://law.counselstack.com/opinion/nelson-v-pomeroy-conn-1894.