West Haven Bank & Trust Co. v. McCoy

169 A. 49, 117 Conn. 489, 1933 Conn. LEXIS 186
CourtSupreme Court of Connecticut
DecidedNovember 7, 1933
StatusPublished
Cited by19 cases

This text of 169 A. 49 (West Haven Bank & Trust Co. v. McCoy) 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
West Haven Bank & Trust Co. v. McCoy, 169 A. 49, 117 Conn. 489, 1933 Conn. LEXIS 186 (Colo. 1933).

Opinion

Haines, J.

The will of John M. Hubbard of Orange in this State, who died in 1916, provided for his widow Laura B. Hubbard in the fifth paragraph thereof, as follows: “I give my beloved Laura full use and control of all the remainder of my property real and personal, principal and income, during her natural life. Whatever remains unexpended at her decease I wish to be divided equally among my own nephews and nieces, the descendants of my own father and mother.”

■ There were no children. The widow was named as executrix of the will. The entire estate consisted of real estate inventoried at $4120 and personalty inventoried at $6720.11, a total of $10,840.11. After carrying out other provisions of the will and filing her administration accounts in the Court of Probate she took the balance of the estate into her personal possession.

In February, 1930, a conservator was appointed for Laura B. Hubbard, and she died in November, 1930, leaving a will, of which the present appellant, McCoy, was named as executor.

The nephews and nieces of John M. Hubbard claim that certain items of property which were inventoried as a part of the estate of Laura B. Hubbard belong to the estate of John M. Hubbard, being the unexpended portion thereof in the hands of Laura at her death.

The questions thus raised involve the determination of the legal effect of that portion of the will of John above quoted. The appellees contend that by those provisions, the widow took only a life estate with a limited power of disposition, while the appellant claims she took a fee in the real and an absolute estate to the personal property, which constituted the residuary *491 estate of John. They also make the alternative claim that if Laura took only a life estate, yet that portion of the income which remained unexpended at her death became a part of her estate.

The trial court reached the conclusion that all the estate of John, both principal and income, which remained unexpended in the hands of Laura at her death belonged to the estate of John M. Hubbard and passed to his nephews and nieces at her death under the terms of his will above quoted.

At least two rules of testamentary construction are at once suggested by the language of the paragraph in question. One is that it must be so read as to harmonize so far as possible with the other provisions of the will and carry out the underlying intent of the testator as disclosed by the entire will. Another rule is that in case of doubt that construction shall be adopted which conforms most nearly to our statute of distributions and avoids disinheriting the natural objects of the testator’s bounty. Cumming v. Pendleton, 112 Conn. 569, 574, 153 Atl. 175; Mooney v. Tolles, 111 Conn. 1, 9, 149 Atl. 515; Ansonia National Bank v. Kunkel, 105 Conn. 744, 753, 136 Atl. 588.

The disadvantage under which the appellant labors is that the construction for which he contends requires that certain portions of this paragraph of the will be held of no effect, essentially surplusage. If the intent of the testator is held to give the widow a fee in the real estate and an absolute title to the personalty, the words “during her natural life” must be entirely disregarded; and we must also treat as inoperative the entire second clause, “whatever remains unexpended at her decease I wish to be divided equally among my own nephews and nieces, the descendants of my own father and mother,” with the result that those who are found by the trial court to be the sole heirs of the *492 testator and the natural objects of his bounty, are to be disinherited in favor of the beneficiaries named in the widow’s will, who may be strangers to his blood. This result, so at variance with the meaning of the testator’s words, should not be permitted unless the language used in providing for the widow compels that conclusion.

It is the appellant’s contention that the giving of the “full use and control” of all the residuum to the widow cannot be other than the passing of an absolute and complete title.

If it were conceded that, under certain circumstances, and where it was consistent with an intent found in other parts of the will, these words might be adequate to pass such a title, we still could not say that as here used they necessarily do so. One may use and control property, without the power to transfer the absolute title thereto to others by sale or gift. The word “control” as here employed does not suggest any broader meaning than “use,” which has a recognized significance and is commonly employed in the creation of life estates. Evan’s Appeal, 51 Conn. 435, 438. Moreover, the “full use and control” is here limited in the very sentence which grants it — “during her natural life.” That conclusively negatives an intent that it should continue thereafter and permit the fund to pass to others by her will.

In Brown v. Potter, 114 Conn. 441, 159 Atl. 275, the testator gave, devised and bequeathed the entire residue of his estate to his wife “to be used and enjoyed by her as her own proper estate, and with full power to use, enjoy, control and dispose of the same in any manner except by will,” and provided that upon her death all the estate that remained should go to nephews and nieces. We read the two paragraphs together and held that the testator intended the widow *493 to have the power to use and enjoy the income and to convert to herself the corpus during her life if she so elected, but without the testamentary power of passing the property to others after her death. One of the indications of this intent was held to be the fact that following the provision for the widow, he had given the fund to nephews and nieces after her death, as is done in the case at bar.

The chief difference in these two cases is the specific provision in the former, that the widow could not pass the property by will. In the present will, the words “full use and control” — “during her natural life,” do not of themselves necessarily show an intent to grant her testamentary power, but rather the contrary.

In Webb v. Goodnough, 53 Conn. 216, 1 Atl. 797, a will gave, first, all the estate in fee to S; then followed a provision that the surviving husband, J, “is to have his support out of the property, and may dispose of any or all of the above property if necessary for his support. All that remains at his death is to be given” to S, “she to have the entire control and use during her lifetime; at her decease it shall be given to” J. W. S. We held (p. 218) that while the gift to S was in terms an absolute one, the subsequent provisions reduced it to a life estate to begin at the death of J; that though S then came into “the entire control and use” during her life, the portion of the fund which then remained passed at her death to the remainderman, J. W. S.

In Mansfield v. Shelton, 67 Conn. 390, 35 Atl. 271, the will provided: “All the rest and residue of my estate ...

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Bluebook (online)
169 A. 49, 117 Conn. 489, 1933 Conn. LEXIS 186, Counsel Stack Legal Research, https://law.counselstack.com/opinion/west-haven-bank-trust-co-v-mccoy-conn-1933.