Saucier v. Saucier

152 N.E. 95, 256 Mass. 107, 1926 Mass. LEXIS 1180
CourtMassachusetts Supreme Judicial Court
DecidedMay 27, 1926
StatusPublished
Cited by14 cases

This text of 152 N.E. 95 (Saucier v. Saucier) is published on Counsel Stack Legal Research, covering Massachusetts Supreme Judicial Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Saucier v. Saucier, 152 N.E. 95, 256 Mass. 107, 1926 Mass. LEXIS 1180 (Mass. 1926).

Opinion

Sanderson, J.

This is a bill for instructions brought by-trustees under the will of Francis X. Saucier. The testator married Gertrude F. Saucier November 24, 1916. He made his will February 18, 1921, and died April 18, 1923, at the age of sixty-eight. After providing that his wife should have his real estate in New Hampshire, his wearing apparel, jewelry, personal effects and cash on hand at the time of his death, giving legacies of $500 each to a niece and a nephew, and providing for the discharge of any indebtedness of another nephew, he bequeathed and devised the residue of his estate to trustees with directions in part in the following terms: “I further will and direct that out of the income, rents, profits, and interest of said trust estate . . . my said trustees . . . shall pay to my said wife, during her life, three fourths of such income, rents, profits and interest, provided the same does not exceed the sum of Twenty thousand ($20,000.00) dollars, per annum, any and all excess above said twenty thousand ($20,000) dollars, from said profits, rents, interest and income from said trust estate shall be divided and paid by my said trustees, in following proportions: ...” Provision is then made for the payment of one half of such excess to Dr. Francis X. Trepanier during his life and at his death to his heirs; one fourth to Joseph Fontaine during his fife; and one fourth to Corinne Parant during her fife and at her death to her heirs. Upon the death of the testator’s wife the trust estate is to be divided among the same persons who are entitled to the excess of income above $20,000, with provision for increasing the share of Trepanier in case Fontaine is not living at the death of Mrs. Saucier.

When the will was made, the testator owned a stock ranch in Cuba from which his whole income, estimated then to be about $18,000, was derived. He believed that his income would exceed $20,000 per year. Before his death he sold the real estate in New Hampshire. There was a material reduction in the value of his property in Cuba after the will [110]*110was made, but he considered the ranch and stock upon it to be worth $400,000, and there was evidence tending to show that at an earlier time he considered the property worth $750,000. It was sold by his executors for $117,260.90 after paying all expenses, and the total annual income of the trust was, at the time of the trial, less than $7,000. The questions asked by the trustees are, whether they should accumulate the one fourth of the income which is not disposed of, or treat it as intestate property, or pay it to the widow, Gertrude F. Saucier, who contends that she is entitled to the entire income up to $20,000.

No provision is expressly made for the disposition of one fourth of the net income in the event that has occurred. The judge of probate made a report in which he found that the testator clearly intended to give Mrs. Saucier the entire income provided it did not exceed $20,000; that he did not intend that one fourth of it, if less than $20,000, should be intestate estate; and that he intended to dispose of all his property by will. A decree was entered directing the truste'es to pay the widow the entire income of the property up to but not in excess of $20,000 per annum.

Two depositions, made a part of the record, were ad-' mitted, subject to the respondents’ exception, for the sole purpose of showing the testator’s intention. The exception seems to be to the depositions as a whole. Much of the evidence contained therein was admissible on well established principles to show the circumstances existing and known to the testator at the time he made the will. Polsey v. Newton, 199 Mass. 450, 453. If the exception to the depositions should be assumed to be broad enough to refer to each question, it is clear that those which call for the testator’s statements as to his intention in using the language in the will and giving his own interpretation to that language were inadmissible. Crocker v. Crocker, 11 Pick. 252. Weston v. Foster, 7 Met. 297. Bodman v. American Tract Society, 9 Allen, 447. Foster v. Smith, 156 Mass. 379, 385. Gould v. Chamberlain, 184 Mass. 115, 121. Best v. Berry, 189 Mass. 510. Kingman v. New Bedford Home for Aged, 237 Mass. 323, 326. Moffatt v. Heon, 242 Mass. 201. In construing [111]*111the will we can give' no consideration to that part of the evidence. Faulkner v. National Sailors’ Home, 155 Mass. 458. Ames v. Ames, 238 Mass. 270. See Smith v. American Missionary Association, 240 Mass. 26, 29. “It is the policy of our law to restrict rather than extend the opportunities for the establishment by oral testimony of interests in the estates of deceased persons.” Polsey v. Newton, 199 Mass. 450, 454.

The testator showed great fondness for his wife up to the time he died. They lived in Cuba on the ranch most of the year and had their summer home in New Hampshire, in a house which cost the testator approximately $33,000. They had servants and entertained in both places, travelled extensively and always stopped at expensive hotels. He made his wife presents of diamonds and other j ewelry and gave her a monthly allowance. Mrs. Saucier’s sister lived with her and was dependent upon her for support as the testator knew.

It is evident that one of the purposes, if not the only purpose, of the testator in establishing the trust was to make provision for his wife during her life. The other three persons named were not to share in the income unless it was in excess of a certain sum. It would be inconsistent with his expressed wish to hold that one fourth of the income now produced should be paid to or accumulated for them. The question then to be decided is, whether this one fourth of the income is to go to Mrs. Saucier or to be distributed as intestate property.

The general presumption is that one who makes a will intends to dispose of the whole of his property and leave no intestate estate. “A construction of a will, resulting in intestacy is not to be adopted unless plainly required.” Hedge v. State Street Trust Co. 251 Mass. 410, 412. When an intention to dispose of the whole estate appears, a partial intestacy should not be recognized unless the deficiencies are such as to compel it. Boston Safe Deposit & Trust Co. v. Coffin, 152 Mass. 95, 99.

“If the ‘whole will produces a conviction that the testator must necessarily have intended an interest to be given which is not bequeathed by express and formal words, the court [112]*112must supply the defect by implication, and so mould the language of the testator as to carry into effect, as far as possible, the intention which it is of opinion that he has on the whole will sufficiently declared’ .... But the intent so to be carried into effect must be one which appears from the terms of the instrument.” Bailey v. Bailey, 236 Mass. 244, 247.

It is possible to construe the language used to mean that the widow is to have three fourths of the total income provided that total income does not exceed $20,000. Upon that construction if the total income should exceed $20,000 the will could be interpreted to mean that she would receive nothing by its express terms and that only the income in excess of $20,000 had been disposed of. A construction of the will which might give no part of the income to the testator’s wife would fail to carry out his intention.

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Bluebook (online)
152 N.E. 95, 256 Mass. 107, 1926 Mass. LEXIS 1180, Counsel Stack Legal Research, https://law.counselstack.com/opinion/saucier-v-saucier-mass-1926.