Swift v. Crocker

159 N.E. 919, 262 Mass. 321, 1928 Mass. LEXIS 1034
CourtMassachusetts Supreme Judicial Court
DecidedJanuary 20, 1928
StatusPublished
Cited by6 cases

This text of 159 N.E. 919 (Swift v. Crocker) 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
Swift v. Crocker, 159 N.E. 919, 262 Mass. 321, 1928 Mass. LEXIS 1034 (Mass. 1928).

Opinion

Wait, J.

This petitioner sought the direction of the Probate Court in the construction of the will of Mary C. Gifford, and instruction with regard to his duties as executor thereunder. Notice was given to her heirs at law, and to all the legatees and devisees under the will. From the decree only one respondent, Mabel A. Zerbone, the sole heir at law and a donee under the will, appealed to this court. Nevertheless, the appeal brings up the decree and we can deal with the interests of others affected by the decree, G. L. c. 215, § 28, necessarily involved in the determination of the matter before us. See Day v. Nichols, 228 Mass. 236, 239.

Mrs. Gifford drew her own will without assistance from a lawyer, and without knowledge of the law adequate to clear and indubitable declaration of her wishes. She did not number the items and she has left room for argument in regard to the precedence which one benevolent wish is to take over another. The will admits of different constructions. In such circumstances the law is well established that the court will “ascertain the intent of the testator from the whole instrument, attributing due weight to all its language, and then give effect to that intent unless prevented by some positive rule of law.” Ware v. Minot, 202 Mass. 512, 516. Temple v. Russell, 251 Mass. 231. It will not create an intent where none appears, nor permit some of the words of the will to defeat an intent fairly to be deduced from study of the [327]*327will as a whole and of the circumstances in the light of which it was executed. Crowell v. Chapman, 257 Mass. 492.

After the conventional introductory sentences and direction for the payment of just debts and funeral expenses, the will. proceeded: “I bequeath and devise as follows: To . , . [¡naming the donee] I bequeath the sum of . . . [¡naming the amount] dollars.” There were ten such provisions alike in form except that in the first she directed that if the donee named was not living at “my death” the sum was to go to the donee’s son, and that, in the second, she used the words “I give and bequeath.” The total amount of these gifts was $8,750. Then followed: “To Ethel Hicks daughter of Dr. Charles A. Hicks, I give and bequeath the sum of one thousand ($1000) dollars. Also to the same Ethel Hicks the use of my home during her fife, and my executor to see that she is comfortable. If she does not so desire, it is to become a Community House or otherwise, after her death. It is to be called the William H. Gifford Memorial or The William and Mary House. I wish my niece Mabel A. Zerbone consulted in all matters in regard to it. The front lots to be used as rental as at present. The rear lots to be used to extend my niece’s husband’s business if he so desires.

“First and always I wish my niece Mabel A. Zerbone to have whatever income is necessary for her every comfort and pleasure without stint, during her fife; also all personal effects belonging to me — jewelry household goods, absolutely everything she desires.

“I hereby appoint John T. Swift of the Citizens Savings Bank as my Executor; desiring him to carry out my wishes to the end; to take care of my charities, using all incomes and principal or parts of the principal for the upkeep of the home and its surroundings. The 'home’ if thought desirable in the future, to be used as an 'Old Ladies’ Home.’”

Then came the in testimonium clause.

It is agreed, by stipulation, that the value of the estate will, probably, not exceed $65,000; that Mabel A. Zerbone is the sole heir at law; that at the time of her death the testatrix was about seventy years of age; that the will is in her own handwriting; that the premises occupied by her as her [328]*328home was real estate in the north part of Westport, about three quarters of a mile from the easterly line of Fall River and easterly of the North Watuppa pond, on which is an old story and a half farm house of ten rooms, five of them on the upper floor with sloping ceilings and dormer windows; that in the rear is about half an acre of land with a large barn, a two-car garage and a woodshed; that Westport has a population of between 3,000 and 3,500 people. The will is dated February 5, 1926, and was duly admitted to probate on May 14,1926.

The petitioner asks for instruction upon eleven points. He is not entitled to an answer upon some of them. The rule is established that instructions can be obtained only in regard to present duties. Hall v. Cogswell, 183 Mass. 521. Hill v. Moors, 224 Mass. 163, 165. Murray v. Roman Catholic Home for Orphans, 232 Mass. 384. No present occasion appears for the appointment of any one as trustee. Ethel Hicks is living and has not released her right to occupy the home. Until her death or until such release no duty arises in regard to what shall be its use as home or community house. No charitable trust can arise in regard to it before she has released or died. Accordingly no instructions will be given in answer to requests numbered seven, eight and ten.

The remaining requests relate to present duties toward Mabel A. Zerbone, Ethel Hicks and the donees of specific sums.

It is noteworthy that while the testatrix “gives” or “bequeaths” or “devises” to the other objects of her bounty, she does not use either word with reference to Mrs. Zerbone. She wishes her “to have ... all personal effects belonging to me — jewelry household goods, absolutely everything she desires,” as well as “whatever income is necessary for her every comfort and pleasure without stint, during her life.” She is to be consulted in all matters in regard to the proposed “home.” Her husband is to use the rear lots of the home estate for the purposes of his business if he wishes. The provision dealing with her begins “First and always.” Butler v. New England Trust Co. 259 Mass. 39. Placed where it is, we t.bink the paragraph deals with what is left after the specific sums previously given have been taken from the estate. It [329]*329deals with the “personal effects” of the testatrix; by which she means, not all her personal property as the law classifies property, but all the articles used by her in ordinary living — clothing, jewelry, household goods. Of these Mrs. Zerbone is to have “absolutely everything she desires.” It deals also with income. The testatrix with some $65,000 worth of property to dispose of began with outright gifts of small amounts to eleven beneficiaries, no single gift greater than $1,000. She thus disposed of $9,750. Then she took up her real estate and gave a right to Miss Hicks to use it in comfort for her life. The mind of the testatrix turned toward the use of the income of the remainder of the property. She makes provision for Miss Hicks’s comfort and for the memorial home, but before anything, “First and always,” Mrs. Zerbone must have “every comfort and pleasure without stint” from the executor. She, probably, did not reflect that the law had made Mrs. Zerbone owner of everything undisposed of by her will. She made no conveyance of the residue of the estate beyond $9,750 in pecuniary legacies, a life interest in the home, and such of her “personal effects ” as Mrs. Zerbone desired, but she empowered her executor to use all incomes and principal for the “upkeep of the home and its surroundings,” and made it further his duty to use it for the comfort of Miss Hicks if she used the home, and “without stint” to use income for Mrs. Zerbone.

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Cite This Page — Counsel Stack

Bluebook (online)
159 N.E. 919, 262 Mass. 321, 1928 Mass. LEXIS 1034, Counsel Stack Legal Research, https://law.counselstack.com/opinion/swift-v-crocker-mass-1928.