Talbot v. Field

53 N.E. 403, 173 Mass. 188, 1899 Mass. LEXIS 1057
Massachusetts Supreme Judicial Court·Decided April 4, 1899·Published·Cited by 4 cases

Opinion

Barker, J.

The question for decision is the extent to which Mrs. Miner has exercised upon the estate of her late husband the powers of disposition by will conferred upon her in the fifth and sixth clauses of his will.

As was said by Mr. Justice Charles Allen in Cumston v. Bartlett, 149 Mass. 243, 248, “The general rule is now well established in this Commonwealth, that a general residuary devise will operate as an execution of a power to dispose of property by will, unless there is something to show that such was not the testator’s intention. Amory v. Meredith, 7 Allen, 397. Willard v. Ware, 10 Allen, 263. Bangs v. Smith, 98 Mass. 270. Sewall v. Wilmer, 132 Mass. 131.” See also Hassam v. Hazen, 156 Mass. 93.

The power given to Mrs. Miner in the fifth clause covers “ all the household furniture, plate, pictures, fuel, provisions, books, watches; jewelry, ornaments, wearing apparel, and household articles of every description ” which belonged to Dr. Miner at his death, and is accompanied with a gift of the care and custody of all these articles, and is a power to dispose of them “ ultimately,” by will or otherwise, and is coupled with an expression of the testator’s confidence that she would exercise it by giving such memorials to personal friends and namesakes, both her own and those of the testator, as she might think best. The power given in the sixth clause covers the residue of the estate devised and bequeathed to the trustees after the payment of the debts, except the bond to Tufts College, the funeral expenses, the [193] expense of procuring and putting in order a burial lot and providing for the perpetual care of the same, the procuring of a monument, the pecuniary legacies of some $8,500 given by the third and fourth clauses, and not including the articles dealt with in the fifth clause, except as they might remain a part of the testator’s estate at the death of his wife. This residue the will contemplated would be held by the trustees, of whom the wife was one, until her death, save as she should from time to time make drafts upon it over and above the income, for her own comfort and support or for the comfort and support of others, as she might determine to be necessary, the only limitation of this power to draw upon the principal being that such drafts must not impair the sufficiency of the fund to discharge the bond to Tufts College payable at the wife’s death. In giving his wife the further power of disposal by her will, the testator states that since her wishes and his own entirely concur, and that since circumstances may arise that could not be then foreseen, he empowers her to devise and bequeath by her will any and all of the trust estate, not impairing the obligation mentioned, “ as in her judgment the interests we have at heart shall require.” These provisions were made less than three years before the testator’s death, and it is not suggested that between the date of the will and the time of the testator’s death, or in the interval of six days between his death and the making of his wife’s will, any unforeseen circumstances had arisen. Nor is it suggested that the testator was wrong in supposing that the wishes of his wife and his own entirely concurred.

While Mrs. Miner is given power to dispose by her will of the whole fund and property concerning which the plaintiff now asks for instructions, it is plain that she could not, without violating the faith reposed in her by the husband with whom she had lived for more than fifty years, change the disposition which he had given to the fund, save as in her judgment the interests which both had at heart should require. Among those interests were the benefit of the educational, religious, or charitable institutions with which Dr. Miner had been connected, and which he made his legatees by the provisions of the eighth and ninth articles of his will; and the bequests in his will for the benefit of those interests, unless his wife should order other[194] wise, were so large as to call for the application of the whole' fund.

The case thus differs from that of Amory v. Meredith, in which the rule of construction above mentioned was first adopted in this Commonwealth, and in which the power was one created by the testatrix whose will was held to have been an execution of the power, and in which the property over which the power was executed was property which had belonged to the testatrix absolutely, and had been by her for her own convenience placed in a trust of which she had the income, and which with the assent of the trustees she could terminate at her option, and by the terms of which, if she did not exercise her power, the trust property would go to her own heirs at law. In none of the cases in which the rule of Amory v. Meredith has been applied in our decisions was the power coupled by the donor with an expression of trust or confidence, and in none of them was the property over which the power was given already limited by the donor to benevolent or charitable purposes which would dispose of it in accordance with his own bequests, so far as the power should not be exercised. These considerations are entitled to some weight in determining how far Mrs. Miner intended to exercise by her will the powers conferred upon her, and the circumstances under which she made her own will are to be taken into account.

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Talbot v. Field, 53 N.E. 403, 173 Mass. 188, 1899 Mass. LEXIS 1057 (Mass. 1899).

53 N.E. 403 (Talbot v. Field) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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