Wilcox's Appeal from Probate

8 A. 136, 54 Conn. 320, 1886 Conn. LEXIS 62
CourtSupreme Court of Connecticut
DecidedDecember 29, 1886
StatusPublished
Cited by5 cases

This text of 8 A. 136 (Wilcox's Appeal from Probate) 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
Wilcox's Appeal from Probate, 8 A. 136, 54 Conn. 320, 1886 Conn. LEXIS 62 (Colo. 1886).

Opinion

Carpenter, J.

A testator made provision for liis own family, a brother, a nephew, and a niece; and then gave the residue of his property in trust for his daughter. At her decease, without children, the property so held in trust is to be divided into sixteen equal shares which are given to the persons named. Immediately following the disposition of the trust property is the twenty-second clause of the will, which reads as follows:—“ I give and devise all the said trust fund, and also to include all the estate of every kind which I shall own at my decease, not otherwise disposed of by this will, to the above named devisees in manner as above named, to said devisees, to them and to their several heirs forever.” In the twenty-third clause he provides for a family monument. In the twenty-fourth clause he repeats substantially his disposition of the trust fund as follows :—“ It is to be understood, and it is my will, that after the decease of my wife Cordelia, and after the decease of my daughter Adelaide E., said Adelaide E. leaving no heirs of her body, such trust is to cease, and all of my estate of every kind is to be divided into sixteen equal shares, and to be distributed to the devisees above named or to their heirs, to be to them and their heirs forever.”

The following clauses, to and including the thirty-first, relate to matters not material to our present inquhy. The thirty-second clause, so far as material, is as follows:— “ Should a vacancy occur of a trustee as above named, by death or otherwise, it is my will that a trustee to fill such vacancy shall be nominated to the judge of probate by at least one third of the devisees above named, and in like manner from time to time as such vacancy may occur, so that there shall be at all times at least two trustees during the continuance of said trust, to have charge of said trust fund.”

A trustee’s place became vacant. Ten of the seventeen persons to whom the sixteen shares of the trust fund are given, nominated to the judge of probate as a suitable person to fill the vacancy, Lucius T. Wilcox of Illinois. Five of said persons, uniting with the widow and daughter, nomi[322]*322nated John W. Stedman. The probate court appointed Mr. Stedman and refused to appoint Mr. Wilcox. An appeal was taken from the decree appointing Mr. Stedman; and also from the order refusing to appoint Mr. Wilcox. The Superior Court reversed the decree appointing Mr. Stedman, but took no action on the decree refusing to appoint Mr. Wilcox. Both parties appealed to this court.

Two questions are involved in the case on which both appeals depend:—1. Does the expression, “ devisees above named," in the thirty-second clause of the will, include all the beneficiaries previously named, or does it include only those who are ultimately to participate in the trust fund ? 2. Has the court of probate a discretion to refuse to appoint a suitable person duly nominated according to the terms of the will ?

First. We think that the twenty-second and twenty-fourth clauses use the expression, “ devisees above named,” as referring exclusively to those who are entitled to the fund at the termination of the trust. Counsel for the appellees contend that in the twenty-second clause it includes both the widow and daughter, but concede that they are excluded in the twenty-fourth clause. We think it is used in the same sense in both. In the ninth the-testator describes the trust fund and names the trustees. In the tenth he disposes of the income during the continuance of the trust. In the eleventh, at the termination of the trust he divides the principal into sixteen equal shares. In the twelfth to the twentieth inclusive he names seventeen persons who are to take those shares, one of the shares being given to two persons jointly. In the twenty-first, which has no connection with this subject, he gives a note to a nephew. In the twenty-second he resumes and sums up the disposition he has made of the body of the trust property. It will be noticed that he describes the property in nearly the same language he uses in the ninth and eleventh clauses—“ All the said trust fund, and also to include all the estate of every kind which I shall own at my decease, not otherwise disposed of by this will, to the above named devisees in manner as above named, [323]*323to said devisees, to them and to their several heirs forever.” There is here no reference to income. The language used is appropriate to the gift of a fee, and not appropriate to the gift of a life estate. The property referred to in this clause is mainly, if not wholly, the trust fund; and as the daughter takes no fee in that she is evidently not one of the devisees here intended.

In the twenty-third clause he again drops the subject and provides for a monument. In the twenty-fourth, lest he should be misunderstood, he simply reiterates what he has done by way of an explanation,—“ It is to be understood, &g.” In this clause the reference is expressly to property which is to be disposed of, and to persons who are to receive it after the death of the daughter. Of course she cannot be intended as one of the “ devisees above named.” Obviously the ninth, eleventh, twenty-second and twenty-fourth clauses refer to the same property—the principal of the trust. The eleventh, twenty-second and twenty-fourth refer to its final disposition. The word “ devisees ” in the last two sections refers to the persons who are to take the property therein described. The income is not mentioned, and there is no occasion to allude to the person who is to take it. The thirty-second clause, in which the same expression is used, relates to the same fund and is practically a continuation of the same subject matter. It should therefore receive the sainé construction, unless there is something in the case which clearly indicates a contrary intention. The only ground of distinction seems to be that the two former clauses relate to the disposition of the fund after the trust ceases, while the latter relates to the management of the trust while existing. We see nothing in that distinction which requires us to give the latter expression a different meaning. The testator might for that reason have used it in a different sense, but we fail to discover sufficient evidence that he in fact did so.

If we assume, as perhaps we may, that the testator’s intention was that those interested in the fund should nominate trustees to fill vacancies, and consider that as the [324]*324reason for this provision in the will, then the widow will be excluded as well as the brother, nephew and niece. She has no interest in the trust fund. She is expressly excluded by the eighth clause—“ What I have herein given to ray wife Cordelia to be in lieu of and in full of her dower in my estate, and in full of her portion in all of the estate, real and personal, that I shall own at my decease.”

The exclusion of the daughter is less specific, but may fairly be inferred. She is in no sense a devisee of the principal of the trust fund. The income only is given to her. As recipient of the income the testator would naturally desire that her interests should be fully protected. To that end he made her one of the trustees, and, in the thirtieth clause of the will, was careful to provide against any change in the investments except by the “ united trustees.” That afforded reasonable protection to her interests.

On the other hand he had regard to the interests of those in remainder. Thomas J. Wilcox, one of the trustees, was also a remainder-man. Watson. L. Wilcox, whom the testator appointed to succeed Thomas J.

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Bluebook (online)
8 A. 136, 54 Conn. 320, 1886 Conn. LEXIS 62, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wilcoxs-appeal-from-probate-conn-1886.