Court Opinion

ID: 5499923
Source: CourtListenerOpinion
Date Created: 2022-01-10 02:57:56.440777+00
Date Added: 2024-06-11T08:33:54.161997
License: Public Domain

Landon, J.
We think the plaintiff was entitled to recover for the amount of the savings-bank deposit. The facts were not in dispute, and the referee found them in her favor. No offset or defense was established. Her payments of the several accounts set forth in her second bill were probably made from the money and proceeds of the property of her husband’s estate, and this bill was therefore properly disallowed. The referee erred in establishing claims against her as for the conversion of the personal property upon the testator’s farm and the personal property and accounts connected with the pill-box manufactory, for the reason that under her husband’s will she was rightfully in the possession of the property, and the executor had not shown any right to deprive her of that possession. The testator, by his will, gave his gold watch to his daughter, and money legacies, amounting to $600, to ether legatees, and then provided: “Fifth. I give, devise, and bequeath *698all the rest, residue, and remainder of all my estate, both real and personal, to my wife, Margaret Champion, to be used and enjoyed by her during the term of her natural life, and to be taken and accepted by her in lieu of dower; and from and immediately after her decease I give and devise the same to my daughter Eugenia. Sixth. I hereby empower the executor of my said will, if necessary, to sell so much of the personal estate as will satisfy the special legacies and debts that may be against my said estate.” It does not appear that there were any debts other than those paid by the plaintiff, and the one for which she seeks recovery in this proceeding, and the evidence tends to show affirmatively that there were none other. It appears that the executor has made an inventai-y showing cash assets, other than any of the items here in controversy, more than sufficient to pay all the money legacies and expenses of administration, and he offers no evidence to show any lack of assets in his hands for the purpose. It follows, therefore, that the property in the plaintiff’s possession is part of that rest and residue which the testator devised and bequeathed to her, “to be used and enjoyed by her during her natural life.” The executor urges that the personal property should be sold and the proceeds invested, the income to be paid to the plaintiff- for life and the principal to the daughter upon the plaintiff’s death. But the testator himself placed a limit both upon the power of the executor to sell, and also upon the amount he might sell, by the words: “I hereby empower the executor of my said estate, if necessary, to sell so much of the personal estate as will satisfy the special legacies and debts.” If there is no necessity, there is no power; if the power should come into existence, then its limit is fixed. The testator qualified his otherwise absolute devise and bequest of the residue of his estate to the plaintiff by the words “to be used and enjoyed by her during her natural life. ” Of course, what remains after the payment of the debts, legacies, and expenses of administration forms the residue. Since the sale must be restricted to the satisfaction of these three items, it follows that no part of the residue can be sold. This intent of the testator harmonizes with the situation. He gave his widow real estate and personal property adapted for use and enjoyment together, as he himself had used the two kinds of property. Naturally he did not wish any more of the one kind to be separated from the other than necessity would require. Where the will indicates the manner in which the personal property is to be used and enjoyed by the life-tenant, the law will not prescribe a different manner. The defense rests upon the executor’s supposed right to take possession of all the personal property and sell it. He can, -under the peculiar language of this will, only take what is necessary; and since he has not shown the necessity he has not shown that the plaintiff violates his right by using and enjoying what her husband bequeathed her. Besides, he has made no demand, proper or otherwise, for any of this property.
The order confirming the referee’s report should be reversed, and the motion to set it aside granted, with costs of this appeal to the plaintiff against the executor, as such, and a new trial granted, referee discharged, costs to abide the event.