Stocker v. Foster

60 N.E. 407, 178 Mass. 591
CourtMassachusetts Supreme Judicial Court
DecidedMay 22, 1901
StatusPublished
Cited by38 cases

This text of 60 N.E. 407 (Stocker v. Foster) 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
Stocker v. Foster, 60 N.E. 407, 178 Mass. 591 (Mass. 1901).

Opinion

Hammond, J.

The devise in the second clause of the will of Mary Foster did not give to William A. Foster, her husband, an estate in fee, but an estate for life coupled with a power to “ sell and dispose of ” any part of the estate during his lifetime “ whenever in his judgment he may deem it conducive to his comfort.” Kent v. Morrison, 153 Mass. 137. Collins v. Wickwire, 162 Mass. 143.

We have first to deal with the question as to the nature of the power. It is contended by the demandant, on the one hand, that the power authorized Foster to sell, or otherwise dispose of, the estate only for a valuable consideration, and only when he deemed such sale or disposal to be conducive to his comfort by enabling him by means of such a consideration to supply his present or prospective needs. The tenants, on the other hand, contend that the power authorized Foster to sell and dispose of the property whenever such sale or disposition would have a tendency to promote his happiness or peace of mind, with or without regard to his present or prospective needs, and with or without a valuable consideration.

The testatrix left no issue, and, since the will, executed but a few months before her death, makes no mention of issue, we conclude that there were none at that time. While making her will, she had in her mind her husband, her sisters Susan and Martha, her nieces Hattie and Nancy, and the demandant, as [599]*599the persons among whom her property should be distributed. She begins with the husband, giving hiiñ a life estate coupled with a power to dispose of the real estate during his lifetime. She then gives a life estate in the real estate, after the death of the husband, to her two sisters, and the survivor of them, with remainder in fee to the demandant. All these estates, including that devised to the husband, may be abridged or defeated by the execution of the power given to him to dispose of the land. He is empowered to sell and dispose of the whole, or any part of the real estate, “ whenever in his judgment he may deem it conducive to his comfort.” The testatrix is speaking of property,- and of property which she does not feel inclined to give in fee to her husband. It is her wish that, unless the sale and disposition of it shall in his judgment conduce to his comfort, it shall go to the other proposed objects of her bounty. She is speaking of that kind of comfort which arises from the sale and disposition of real estate. She is not speaking of heirlooms, nor does it appear that the real estate had any associations connected with it which would make its sale or disposition anything more than a mere matter of trade and the amount which could be obtained for it. The idea of sale, and of the disposition consequent thereupon, is the predominant idea in the mind of the testatrix. Under these circumstances we can have no doubt that by the words “sell and dispose of” is meant a disposition by sale and not by gift, and that the “comfort” to" which such a sale would “conduce ” is the physical comfort to be derived from the actual or potential application of the proceeds of such a disposition to the present or' prospective physical comfort or support of the husband. There may be, also, to a limited extent, a mental element in the comfort, consisting of that peace of mind which comes from a knowledge or belief that, by reason of a change in the property resulting from a disposition by sale, it will be rendered more easily available for the physical comfort or suppprt of the husband. See Forman v. Whitney, 2 Keyes, (N. Y.) 165.

But, all along, the language used by the testatrix seems clearly to refer to such comfort as can be attained by the application of the proceeds of the property to the reasonable needs of the life of the donee of the power, and not to that peace of mind which arises from a knowledge that the property has been so disposed [600]*600of as to contribute to the enjoyment and support of others. The comfort experienced by the philanthropist in giving away his property, whether to relatives, friends or strangers, does not seem to us to be the kind of comfort which the testatrix had in mind when she was engaged in making this will. The view for which the tenant contends seems to us a forced and unnatural construction of the language of the will, and inconsistent with the general nature of the business in which the testatrix was engaged while making it.

It follows that, in giving the third, fourth, fifth, seventh and eighth rulings requested by the demandant,' and in refusing to rule, as requested by the tenants, that the power given in the will was in effect an absolute and unlimited power to sell and dispose at the discretion of the donee of the power, the court made no error in law.

The next question is whether the power was properly executed. The court found that the transaction between Foster and Mrs. Trow was a colorable transaction made without consideration, .and carried out for the purpose of transferring the property in question so that it might descend to his children regardless of the will,” and found for' the demandant. It is clear that, upon the construction we have given to the power, the transaction between Foster and Mrs. Trow was not a valid execution of the power if it was as found by the judge. The tenants insist however that the finding was not warranted by the evidence.

It would serve, no useful purpose to recite the-evidence in detail. We have examined it and have no hesitation in saying that it amply justifies the finding, and that the second and sixth requests of the demandant were properly given.

Although "the power was to be exercised at the judgment of the husband, still he was bound to act in good faith, Hoxie v. Finney, 147 Mass. 616. Lovett v. Farnham, 169 Mass. 1.

The ruling, that the burden was upon the tenants to show a valid execution of the power, was. correct. In such a case, at common law, “ the demandant ; . . may give evidence of the seisin on which he has counted, within the time alleged in his count. Having done this, he must recover, unless this evidence is controlled by the evidence of the tenant; or unless the tenant can show that the entry, which is averred to be a disseisin, was [601]*601just,"or by judgment of law.” Parsons, C. J., in Wolcot v. Knight, 6 Mass. 418, 419. In Newhall v. Hopkins, 6 Mass. 350, 356, where the demandant had counted upon the seisin of his grandfather, it was stated by the same justice that “it is certainly true, . . . that, if an actual seisin of the ancestor was proved within the time alleged in the writ, the tenant is put to show a rightful entry ... or the verdict ought to be against him.” It is also competent for the tenant, under the general issue, to disprove the seisin of the demandant, as alleged in his writ, by showing that the demandant’s grantor had conveyed the title to another prior to his deed to the demandant. Stearns on Real Actions, (2d ed.) 198. Wolcot v. Knight, ubi supra. Stanley v. Perley, 5 Greenl. 369.

Under our statutes, the demandant is no longer required to prove an actual entry under his title, but, if he proves that he is entitled to such an estate as he claims in the premises, and also that he has a right of entry therein at the time the action is commenced, that is-'deemed sufficient proof of seisin, and he recovers unless the tenant shows a better title in himself. Pub. Sts. c. 173, §§ 3, 4. Austin v. Cambridgeport Parish, 21 Pick. 215, 224.

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Cite This Page — Counsel Stack

Bluebook (online)
60 N.E. 407, 178 Mass. 591, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stocker-v-foster-mass-1901.