O'Connor v. St. Joseph's Provincial House

253 N.W. 18, 191 Minn. 34, 1934 Minn. LEXIS 724
CourtSupreme Court of Minnesota
DecidedFebruary 23, 1934
DocketNos. 29,628, 29,629
StatusPublished
Cited by2 cases

This text of 253 N.W. 18 (O'Connor v. St. Joseph's Provincial House) is published on Counsel Stack Legal Research, covering Supreme Court of Minnesota primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
O'Connor v. St. Joseph's Provincial House, 253 N.W. 18, 191 Minn. 34, 1934 Minn. LEXIS 724 (Mich. 1934).

Opinion

STONE, Justice.

In this proceeding to establish a lost will, the probate court of Ramsey county denied the petition on the ground that there had been a complete revocation. Concurrently an order was made appointing an administrator. On appeal to and trial de novo in the district court both orders were reversed, and the appointment of an administrator with the will annexed directed. Nellie H. O’Con-nor, widow of the deceased; Catherine A. Carrington, a daughter; and First Trust Company of St. Paul appeal separately from the order of the district court denying their motion for amended findings or a new' trial on the merits, ancl from another order denying a similar motion in respect to the decision concerning the appointment of an administrator. The appeals have been consolidated.

Richard T. O’Connor, late of St. Paul, died there August 11, 1930. His will wras duly executed December 11, 1926. After making 20 cash legacies of $2,000 each; three of $10,000 each; and tivo of $25,000 each (the aggregate being $120,000), the entire residue of his property was given to Northwestern Trust Company (through merger and consolidation now First Trust Company of St. Paul), in trust. Substantially a third, parcel “A,” was to be held for the benefit of decedent’s wife, Nellie H. O’Connor, during her life, and then for Mrs. Carrington, a daughter of the deceased, during her [36]*36life. The trustee urns directed as speedily as advisable to sell all the testator’s real property and invest the proceeds as part of the trust, which was specifically, but subject to her election, in lieu of Mrs. O’Connor’s statutory rights.

Another portion of the estate, parcel “B,” was put in trust, the income to be paid to Mrs. Carrington for life. The third trust, embracing parcel “C,” consisting of bonds of the par value of $29,000, was created for the benefit of Mrs. Pauline Taylor of New York City, the income to be hers for life. The fourth trust, embracing parcel “D,” consisting of bonds of the face value of $25,000, ivas subjected to a trust for the benefit of Mrs. Mona Condon of St. Paul, she to have the income for life. Parcel “E” embraced all residue not “specifically included” in parcels “A,” “B,” “C,” and “D,” Nellie EL O’Connor to have the income for life, and upon her death Mrs. Carrington to have such income for her life. Subject to the trusts in favor of his wife and Mrs. Carrington, the testator bequeathed parcels “A,” “B,” and “E” to the children of the latter. Subject to the trusts in favor of Mrs. Taylor and Mrs. Condon, parcels “C” and “D” were given in stated proportions to four St. Paul charitable institutions.

August 11, 1927, the decedent executed a codicil, the only effect of which was to revoke three of the cash legacies amounting to $45,000. The aggregate of such legacies not revoked by the codicil is $75,000.

June 22, 1928, Mr. O’Connor executed four trust instruments covering all his property (then Avorth more than $358,000), except a bank balance of $14,531.20 and additional personal property Avorth $2,050. At his death he had only his bank balance of $11,966.24 not subject to the living trusts. In each of these trusts (AAdiich we refer to as “living trusts” where necessary to distinguish them from the testamentary trusts of the Avill) the Merchants Trust Company (uoav appellant First Trust Company of St. Paul) was trustee. Concurrently with their execution, all Mr. O’Connor’s personal property Avas transferred to the trustee, Avhich even* since has been in possession thereof. At the same time all Mr. O’Con-nor’s real estate was conveyed to the trustee — subject to the trusts, [37]*37all of which were accepted by the trustee. Mr. O’Connor himself was the settlor of each trust with the exception hereinafter mentioned. The income in each case was reserved to himself for life. Subject to his life interest, one trust was for the benefit, for her life, of Mrs. Condon, and after her death in succession to Mrs. O’Connor and Mrs. Carrington. In another Mrs. O’Connor ivas the grantor, but it was executed by her husband also. In point of property embraced, it was much the largest of the four trusts. After the death of Mr. O’Connor the income was to go to Mrs. O’Connor for life and then to Mrs. Carrington for her life. The fourth and last of the living trusts included substantially all property of the deceased not embraced in the others. It ivas the only one expressly revocable by Mr. O’Connor or anyone else. Oh his death the income was to go to his wife for life and upon her death to Mrs. Carrington for life. Each trust Avas to terminate upon the death of the survivor of the beneficiaries of the income, with remainder in every case to the children of Mrs. Carrington.

In their petition proponents allege that before June 22, 1928, Mr. O’Connor had suffered a cerebral hemorrhage which rendered him mentally incapable to revoke or otherivise change his will. There is averment also that if there Avas attempted revocation it was brought about fraudulently by duress and undue influence of one person named and others unnamed. The issues so anticipated have not been tried.

Genuineness of will and codicil is not questioned. Both Avere destroyed under circumstances Avhich need not be gone into. On adequate evidence they were found not to have been “destroyed with the intent and for the purpose of revoking the same, by the testator himself or by any other person in his presence by his direction and Avith his consent,” so as to satisfy the demand of our statute, 2 Mason Minn. St. 1927, § 8741. After dealing with express revocation and the requirements thereof, that statute concludes thus:

“Nothing in this section shall prevent the revocation implied by law from subsequent change in the condition or circumstances of the testator.”

[38]*38The argument for the proponents, respondents here, is 'that, even if the living trusts are valid they do not effect a revocation in toto of the will; and so it is entitled to probate. The argument for the objectors, appellants here, is that the living trusts, if valid, wrought a revocation of the will by implication.

In view of some of the argument it is well to observe that on an issue of implied revocation, declarations of the testator are irrelevant. “The presumption of law arising from changed conditions is conclusive, and no evidence is admissible to rebut it.i’ Donaldson v. Hall, 106 Minn. 502, 505, 119 N. W. 219, 220, 20 L.R.A.(N.S.) 1073, 130 A. S. R. 621, 16 Ann. Cas. 541.

It is conceded necessarily that in proportion as the living trusts are efficacious there is revocation pro tanto. Graham v. Burch, 47 Minn. 171, 49 N. W. 697, 28 A. S. R. 339; Dunnell, Minn. Pr. Law, § 228. We need not follow the trail of argument through textbook and judicial discussion of the difference between ademption, by satisfaction or otherwise, and revocation. Page, Wills (2 ed.) § 1326. The thing determinative is not the process, or the name of it, but its effect on the estate and the ability of the will to operate thereon in whole or in part.

This much is clear. If the living trusts are valid, there is relatively nothing of substance left as subject matter for operation of the will. The accomplishment of its plan and purpose is impossible, made so by act of the testator. The living trusts make the children of Mrs. Carrington remaindermen of all the trust property. Under the will, they occupied that position only as to three designated parcels. The remainder created by the will in favor of the four named charitable institutions of St.

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Related

National Surety Corporation of New York v. Ellison
88 F.2d 399 (Eighth Circuit, 1937)
In Re Estate of O'Connor
253 N.W. 18 (Supreme Court of Minnesota, 1934)

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Bluebook (online)
253 N.W. 18, 191 Minn. 34, 1934 Minn. LEXIS 724, Counsel Stack Legal Research, https://law.counselstack.com/opinion/oconnor-v-st-josephs-provincial-house-minn-1934.