Smith v. Foord

124 A.2d 224, 143 Conn. 550, 1956 Conn. LEXIS 204
CourtSupreme Court of Connecticut
DecidedJuly 3, 1956
StatusPublished
Cited by3 cases

This text of 124 A.2d 224 (Smith v. Foord) 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
Smith v. Foord, 124 A.2d 224, 143 Conn. 550, 1956 Conn. LEXIS 204 (Colo. 1956).

Opinion

Daly, J.

This action, brought by the plaintiff, as the sole surviving trustee, for the construction of the will of James D. Smith, late of Stamford, comes to this court by reservation upon a stipulated set of facts. In and by article ninth of his will, 1 the testator directed that in the event that upon the death of his daughter Helen her son, James, did not survive her, one-half of the residuary trust estate *552 should go to “other issue, if any, of my said daughter Helen, who shall survive her,” hut if upon her death neither James nor “any other issue” of Helen survived her, then it should go to the issue of the testator’s deceased son Archibald. The court reserved for our consideration and advice the questions listed below. 2 The defendant Schuyler W. Cummings claims that this one-half of the residuary trust estate, together with all increments and income thereon, is distributable to him under the provisions of article ninth. The defendants Madeleine B. Foord, Elizabeth S. Berg and Louise S. Knobloeh maintain that it is distributable to them, asserting that the words “other issue” in article ninth of the will do not include Cummings. They contend that, since the words “other issue” in the third paragraph of article eighth of the will 3 excluded Cummings, the same meaning *553 must be given to these words in article ninth of the will.

The stipulated facts are these: The testator died on September 21, 1909, at the age of seventy-nine, leaving a will and two codicils thereto, each and all of which instruments were admitted to probate and approved as his last will and testament. His wife had predeceased him. The only descendants surviving him were his daughter, Helen W. Smith; her only son, James D. S. Cummings; and the defendants *554 Madeleine B. Foord, Elizabeth S. Berg and Louise S. Knobloch, daughters of the testator’s son, Archibald H. Smith, who had died on April 24,1906. Two other children of the testator, Mary L. Smith and Dickinson Smith, had also predeceased him, leaving no issue. On June 29, 1897, Helen was married to Homer S. Cummings, and their marriage was terminated by divorce on October 7, 1907. James was the only child of the marriage. Helen lived with her father, the testator, substantially at all times during her life until the time of his death. Her son, James, also resided with the testator substantially at all times from the time of his birth until the testator’s death. Helen died on October 13,1954. Her son, James, died on October 10,1953, leaving as his only descendants his son, the defendant Schuyler W. Cummings, and the latter’s daughter, Dana D. Cummings, both of whom survived Helen and are now living. The testator’s other three grandchildren, Madeleine B. Foord, Elizabeth S. Berg and Louise S. Knobloch, lived with their father, Archibald H. Smith, and their mother about a quarter of a mile from the testator’s home; after their father’s death in 1906, they continued to live at the same address with their mother until the testator’s death.

By the sixth article of his will, the testator established a trust of $250,000 for the benefit of Helen, for and during her natural life, and directed that upon her death the principal should be distributed and paid over as she by her last will and testament should direct. After the death of Helen, the defendant Schuyler W. Cummings, by the exercise of her testamentary power of appointment, became entitled to the principal of this trust, which on January 28,1955, had a fair market value of $314,694.37. Helen was also the beneficiary for and during the *555 term of her natural life of the trust of all of the rest, residue and remainder of the testator’s estate created by the first paragraph of article eighth. As of January 28, 1955, it had a fair market value of $1,047,208.90. Since the death of Helen, one-half part of the residuary estate, except for a reserve for contingencies, has been distributed outright under the provisions of the second paragraph of article eighth to the defendants Madeleine B. Foord, Elizabeth S. Berg and Louise S. Knobloch, the daughters of the testator’s son Archibald. The remaining one-half part of the testator’s residuary estate distributable upon the death of Helen is now ready for distribution by the trustee. It would have been distributable at her death to her son James, free from trust, had he survived her.

By the fifth article of his will, the testator gave to each of his three granddaughters, the children of his deceased son Archibald, the sum of $50,000. In and by the second paragraph of article eighth he directed that upon the death of Helen the residuary estate be converted into money and divided into two equal parts, one of them to be distributed “to the daughters of my deceased son Archibald, who shall then be living and the issue then living of those of them who shall then be dead leaving issue, in equal shares per stirpes and not per capita.” The remaining one-half part, subject to payments to James of one-quarter of the principal when he became twenty-five years of age, one-third of the residue when he became thirty, and one-half of the residue when he became thirty-five, was to remain in trust for the use of James until he arrived at age forty, when it was to be given to him outright. As James did not survive Helen, he never received any part of the principal or income from it.

*556 The testator, in the third paragraph of article eighth, provided that if James survived Helen and died before reaching the age of forty years, what, remained of the one-half of the residuary estate held in trust for him should be distributed outright to his-lawful issue surviving him, and that if he died after Helen and before he attained the age of forty years,, and “no lawful issue of [James] shall survive him,” it was to be distributed to “other issue hereafter born if any, of my said daughter, to be divided between them if more than one in equal shares or proportions, per stirpes and not per capita; but if upon the-death of my said grandson after the death of his mother, and before attaining the age of forty years-neither issue of him nor other issue of his mother shall survive him, then upon his death (under the-age of forty years as aforesaid), I give, devise and bequeath the one-half part of my residuary property and estate above in this Eighth article of my will directed to be held in trust for his benefit after the-death of his mother, or so much thereof as shall then remain not paid over ... to him as aforesaid, to the-issue then living of my deceased son Archibald.”

It is true that a word or certain words used once in a will with a certain meaning will be given the same meaning in another part of the will unless or until a contrary intent appears. Bankers Trust Co. v. Pearson, 140 Conn. 332, 348, 99 A.2d 224; Ansonia National Bank v. Kunkel, 105 Conn. 744, 752, 136 A. 588. The cardinal rule to be followed in construing a will is to find and effectuate the intent of the testator. In seeking that intent, the court looks first to the will itself.

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Bluebook (online)
124 A.2d 224, 143 Conn. 550, 1956 Conn. LEXIS 204, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-foord-conn-1956.