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Keith v. Worcester County Trust Co.

Mildred Park Keith vs. Worcester County Trust Company & Another, Executors & Trustees, & Others

Keith v. Worcester Cnty. Trust Co., 153 N.E.2d 630 (Mass. 1958)
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Court
Massachusetts Supreme Judicial Court · State Highest Courts
Decided
November 4, 1958
Judges
Wilkins, Williams, Counihan, Whittemore, Cutter
Citations
153 N.E.2d 630338 Mass. 411958 Mass. LEXIS 560

Opinion — Whittemore

Whittemore, J.

The appealing petitioner asked a declaratory decree to construe a provision in her husband’s will which authorized trustees thereunder to make payments to her from the principal of a residuary trust. The language to be construed is italicized in the following quotation:

“To pay the net income therefrom semi-annually or oftener in the discretion of my said trustees to or for the use, benefit, comfort, support, and enjoyment of my wife, Mildred Park Keith.

I authorize and empower my said trustees to make utilization of the principal for the foregoing purposes at such times and to such extent as my said wife, Mildred Park Keith, desires.

Upon remarriage or death of my said wife . . . this trust shall terminate, and the principal thereof with any and all accruals thereto shall be paid and distributed, free and discharged of trust in the following manner . . . .”

The decree recited “that by the terms of said trust the petitioner has the right to request of the trustees reasonable payments from principal for her use, benefit, comfort, support and enjoyment and the trustees when they find such requests to be reasonable and made in good faith, are authorized and empowered to make such reasonable payments from principal to the widow on her request made during her lifetime or before her remarriage.”

The appellant asks that the decree be modified to declare the petitioner entitled to receive from principal such amounts as she shall desire in good faith for the purposes stated.

We deem the construction of the decree to be substantively correct and rule that no modification is required. The language used in the will is not ambiguous. There is nothing to weaken the force of the words “authorize and empower” as words importing permission and implying discretion, *43 rather than direction or command.

Welsh v. Spillane, 311 Mass. 746 . And see Lovett v. Farnham, 169 Mass. 1, 6 . The use of the words “or oftener in the discretion of my said trustees” to qualify the otherwise unqualified obligation to pay income semiannually does not suggest that it was inappropriate or inconsistent to use the words “authorize and empower” to show an intent that there be discretion also as to payment of principal. It is plain that the phrase “at such times and to such extent as my said wife . . . desires” imports no inconsistency. The wife’s desire, expressed, calls for the exercise of the trustees’ judgment. Compare Dana v. Dana, 185 Mass. 156 .

It was not error to refuse to consider as relevant evidence a prior will which was revoked by the probated will and which authorized payments of principal to the wife in the sole discretion of the trustee and as it might deem wise and expedient.

Mahoney v. Grainger, 283 Mass. 189, 192 , and cases cited. Since there was here no ambiguity, we need not consider whether the prior will and its revocation would be concomitant circumstances (ibid., 192) which would be admissible to ascertain with what purpose the words were employed. Compare Taylor v. Albree, 309 Mass. 248, 254 . See Poor v. Hodge, 311 Mass. 312, 317 , and cases cited. Extraneous matters cannot be used to create an ambiguity not manifest in the document being construed.

Dekofski v. Leite, 336 Mass. 127, 129 .

Decree affirmed.

How later courts describe this case

Explanatory parentheticals written by citing courts — 1 in all; the most informative distinct ones are shown.

1960: 11962: 11968: 11978: 11991: 12000: 119602026peak 1960 · 1

Relies on it most ⓘ

  1. Emmert v. Old National Bank of Martinsburg246 S.E.2d 236 (W. Va. 1978)
  2. Flannery v. McNamara432 Mass. 665 (2000)
  3. Watson v. Goldthwaite184 N.E.2d 340 (Mass. 1962)
  4. Whitbeck v. Aldrich169 N.E.2d 882 (Mass. 1960)
  5. Pagliarulo v. National Shawmut Bank233 N.E.2d 213 (Mass. 1968)
  6. Worldwide Commodities, Inc. v. J. Amicone Co.1991 Mass. App. Div. 157 (1991)

Most recent

  1. Flannery v. McNamara432 Mass. 665 (2000)
  2. Worldwide Commodities, Inc. v. J. Amicone Co.1991 Mass. App. Div. 157 (1991)
  3. Emmert v. Old National Bank of Martinsburg246 S.E.2d 236 (W. Va. 1978)
  4. Pagliarulo v. National Shawmut Bank233 N.E.2d 213 (Mass. 1968)
  5. Watson v. Goldthwaite184 N.E.2d 340 (Mass. 1962)
  6. Whitbeck v. Aldrich169 N.E.2d 882 (Mass. 1960)

Citing references are not a citator: they show that a later opinion cites this case, not whether it followed, distinguished, or overruled it. Check negative history before relying on this case.

Authorities cited 7

DepthCaseCited by
Lovett v. Farnham, 47 N.E. 246 (Mass. 1897) 38
Dana v. Dana, 70 N.E. 49 (Mass. 1904) 37
Mahoney v. Grainger, 186 N.E. 86 (Mass. 1933) 21
Dekofski v. Leite, 142 N.E.2d 782 (Mass. 1957) 19
Taylor v. Albree, 34 N.E.2d 601 (Mass. 1941) 11
Poor v. Hodge, 41 N.E.2d 21 (Mass. 1942) 10
Welsh v. Spillane, 43 N.E.2d 2 (Mass. 1942) 4

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