Washington Trust Co. v. Dyer

200 A.2d 1, 98 R.I. 79, 1964 R.I. LEXIS 134
CourtSupreme Court of Rhode Island
DecidedApril 24, 1964
StatusPublished
Cited by2 cases

This text of 200 A.2d 1 (Washington Trust Co. v. Dyer) is published on Counsel Stack Legal Research, covering Supreme Court of Rhode Island primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Washington Trust Co. v. Dyer, 200 A.2d 1, 98 R.I. 79, 1964 R.I. LEXIS 134 (R.I. 1964).

Opinion

'Condon, C. J.

This is a bill in equity for the construction of the wills of Asa Lloyd Briggs and his wife Mildred E. Briggs. The cause was heard on bill, answers and oral proof in the superior court. Thereafter when it was ready for hearing for final decree that court, pursuant to G. L. 1956, §9-24-28, certified the cause here for our determination.

Mildred E. Briggs deceased on January 10, 1959. By the residuary clause Fifthly of her will, which we are appending ■hereto in part with the relevant portions thereof italicized, she created a trust of one half of the residue of her estate for the benefit of her husband. The trustees were directed to pay the income thereof to him during his lifetime and upon his death to convey the principal of the trust “unto such person or. persons, corporation or corporations and in such shares or proportions as my said husband shall have appointed and, in default of a complete disposition by him [81]*81'by appointment or as hereinafter provided, then on his death to convey” the principal in specified shares to certain individuals and organizations.

In a later paragraph of that clause the testatrix provided: “My said husband shall have full power to appoint the full capital of said trust, in whole or in part, during his lifetime and also’ to receive payment or delivery by my said Trustees from the capital of the trust of such sums of money or property as he may from time to time request, and his receipt for any such payment or delivery shall be a good and sufficient voucher for my said Trustees.”

The respondents are Lloyd G. and Barbara L. Briggs, children of Asa Lloyd Briggs, Edward Dyer, Kenneth Dyer, Frank Dyer, Robert Eiler, William A. Eiler, and Westminster College of New Wilmington, Pennsylvania, and United Presbyterian Women’s Association of North America, the individuals and organizations above referred to in the wife’s will. The Eilers did not appear and the bill was taken against them pro confesso. The others duly appeared and filed answers in the superior court and briefed and argued in this court their respective contentions concerning the construction of the wills.

Asa Lloyd Briggs deceased on January 25, 1962. In the introductory clause of his will he declared his intention as follows: “* * * intending hereby to dispose of all the property, real and personal, of which I may have the right or power to dispose at the time of my death.” By the residuary clause thereof he devised and bequeathed to his son Lloyd G. Briggs and his daughter Barbara L. Briggs in equal shares “All the rest, residue and remainder of my property and estate, real, personal, and mixed, including as well any I may acquire subsequent to the execution of this will as that of which I am now possessed, or to which I may be in any way entitled at the time of my decease, and wheresoever located "* * These residuary legatees [82]*82were the testator’s children by an earlier marriage. However, each received a specific bequest in their stepmother Mildred E. Briggs’ will, and Lloyd G. was named a coexecutor thereof with his father and The Washington Trust Company.

The complainant trust company, being in doubt as to whether the will of Mildred E. Briggs created a power to appoint exercisable by will and if so whether Asa Lloyd Briggs by his testamentary language had validly exercised such power, brought the instant bill. The complainant states in its brief the questions raised by the bill as follows:

“1. Did the will of Mildred E. Briggs create a power in Asa Lloyd Briggs exercisable by his will?
“2. Did the last will and testament of Asa Lloyd Briggs, the donee of the power or powers of appointment under paragraph ‘Fifthly’ of the will of Mildred E. Briggs, exercise the power or powers of appointment therein contained so as to pass the trust property to either the residuary legatees named in the will of Asa Lloyd Briggs, that is: to his son, Lloyd Gimlich Briggs, and his daughter, Barbara Louise Briggs, or to the Estate of Asa Lloyd Briggs?
“3. Did either the introductory clause or the residuary clause of the last will and testament of Asa Lloyd Briggs validly exercise the power or powers of appointment contained in paragraph ‘Fifthly’ of the last will and testament of Mildred E. Briggs?”

Under a bill of this kind it is the will which is certified for construction and not specific questions. Knowles v. South County Hospital, 87 R. I. 303. However, the propounding of specific questions in the manner pursued here is often helpful to point up the precise area of doubt which the court is asked to resolve by its construction of the will. For this reason we are disposed to consider the questions propounded by complainant although quite properly they do not appear in the decree of certification. Rhode Island Hospital Trust Co. v. Johnston, 81 R. I. 115.

[83]*83On the answer which should be made to each question respondents are in sharp disagreement among themselves. The respondents Lloyd G. Briggs and Barbara L. Briggs contend that the answer should be in the affirmative. The respondents Edward Dyer, Kenneth Dyer and Frank Dyer argue to the contrary, and they are joined in that position by Westminster College and United Presbyterian Women’s Association of North America, legatees under the will of Mrs. Briggs. For convenience we shall hereinafter refer to the first group as the Briggs respondents, the second as the Dyer respondents, and the third as the college and association respondents.

That the will of Mrs. Briggs gave a power of appointment to her husband Asa is not disputed. The controversy is whether the above-quoted provision of her will may be reasonably construed to give the donee of the power the right to exercise it by his will notwithstanding the absence of express language to that effect in the donor’s will. The college and association respondents contend that only a strained construction could confer such a right. They point out that the donor’s testamentary language itself clearly indicates the contrary. They argue that when she gave the donee “full power to appoint the full capital of said trust, in whole or in part, during his lifetime” she intended to confine the exercise of the power by him while he was living. They further argue that if she intended it to' be exercised by his will she could have very easily said so. The Dyer respondents pursue the same argumentation and in addition stress the point that the tense which the testatrix uses in referring to distributions to such persons “as my said husband shall have appointed” is consistent with an exercise of the power while he was living rather than a general power exercisable by will.

We do not agree with such contentions. We think they rest on a too narrow and technical construction of the [84]*84testatrix’s language. Moreover, a testamentary exercise of the power by the donee thereof is not necessarily inconsistent with such language. In the absence of restrictions or limitations in the gift of a power to appoint it is generally held that it may be exercised either inter vivos or by will. 3 Restatement, Property, §324, p. 1843; 72 C.J.S. Powers §§38, 39, p. 435; 41 Am. Jur., Powers §36, p. 830. In our opinion none of the language of the testatrix which is relied on by the Dyer respondents and the college and association respondents can be reasonably construed as a restriction intended by the testatrix to preclude her husband’s exercise of the power by his will.

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Bluebook (online)
200 A.2d 1, 98 R.I. 79, 1964 R.I. LEXIS 134, Counsel Stack Legal Research, https://law.counselstack.com/opinion/washington-trust-co-v-dyer-ri-1964.