29 S.E.2d 74 | Ga. | 1944
A testator, after devising his estate to named trustees and directing that his wife be paid the annual net income therefrom with the right to encroach upon the corpus in case of necessity, provided in his will as follows: "At the death of my wife my said estate I give, bequeath and devise to my three brothers, share and share alike, but if either of my brothers shall die before or subsequent to the death of my wife leaving no children or descendants of children, then and in that event the share given to such deceased brother shall be divided between my surviving brothers upon the same limitations, however, that if either of the two survivors prior to or subsequent to the death of my wife shall die without issue, then the whole of said estate shall belong in fee simple to the last surviving brother. It is my will, however, that if either of my brothers should die prior to or subsequent to the death of my wife leaving children or descendants of children, such children or descendants shall take the share of the deceased parent per stirpes." A codicil to the will struck one of the named brothers and his heirs as beneficiaries under the will and gave that share going to said brother to the other two named brothers, and further provided that "my house on Smith St. I give to my brother (naming him) after the death of my wife should my wife be longest liver." Held:
1. The general dispositive scheme of the testator was not affected by the codicil eliminating as beneficiaries certain persons who were named as such under the will.
2. The paramount consideration in construing wills is to ascertain and give effect to the intention of the testator as expressed in the whole will, if not inconsistent or decidedly in conflict with the law. Under the will it was the intention of the testator first to provide for the welfare and comfort of his wife for the duration of her life, and at her death for his estate to go to and vest in persons of his own blood.
3. The gift of the net annual income from the estate to the wife for and during her natural life was the equivalent of a life-estate.
(a) The fact that the trustees were directed to encroach upon the corpus in case of necessity in order to adequately support and maintain the wife, did not have the effect of enlarging the estate taken by her; nor did the uncertainty of the quantum of the estate limited upon the life estate in the wife, give to the remainder a contingent character.
4, 5 (a) One of the brothers, under the terms of the codicil, having been stricken as a beneficiary, the other two named brothers, upon the death of the testator, took vested remainders in the estate with possession postponed until the death of the widow, subject, however, to be divested in favor of the surviving brother upon the death of either before the death of the widow leaving no children or descendants of children surviving.
(b) The words, "At the death of my wife my said estate I give, bequeath and devise to my three brothers," etc., in view of the whole will, are construed as having reference to the time of enjoyment of the estate, and not to the time of the vesting in interest.
(c) One of the two brothers having died, without leaving children or *304 descendants of children surviving, subsequently to the death of the testator and while the widow was in life, the surviving brother took the entire estate as substituted devise, subject to the life-estate in the widow.
(d) The estate taken by the last surviving brother as substituted devises though subject to the life-estate in the widow, was such an interest as could be conveyed, devised, or transmitted by descent; and this brother having predeceased the widow, testate, the beneficiaries under his will occupy the same position in relation to the property as he himself had enjoyed.
(e) If the further provision in the will to the effect that if either of said brothers should die before or subsequently to the death of the widow, leaving children or descendants of children, such children or their descendants should take the share of the deceased parent per stirpes, could be said to be applicable to the last surviving brother, as against the former provision of the will giving the estate to him as substituted devisee upon the death of his brother, it is sufficient to say that the contingency was a subsequent one and failed, as he died leaving no children or descendants thereof.
6. Under the following provision of the codicil, "My house on Smith St. I give to my brother, John D. Gilmore, after the death of my wife, should my wife be the longest liver," the wife, in view of the fact that under the will she had been given the equivalent of a life-estate in the entire estate, took a life-estate in the house on Smith Street, with remainder over at her death to John D. Gilmore, the words of survivorship, "should my wife be the longest liver," being referable to the death of the testator, he not having manifested a contrary intention.
"Item two. I give, bequeath and devise unto my three brothers. Alex C. Gilmore, Thos. W. Gilmore, and John D. Gilmore, my entire estate upon the following uses, purposes and trust, that is to say, they shall pay unto my wife the net annual income received by them upon my estate for and during her natural life. At the death of my wife, my said estate I give, bequeath and devise to my three brothers, share and share alike, but if either of my brothers shall die before or subsequent to the death of my wife leaving no children or descendants of children, then and in that event the share given to such deceased brother shall be divided between my surviving brothers upon the same limitations, however, that if either of the two survivors prior to or subsequent to the death of my wife shall die without issue then the whole of said estate shall belong in fee simple to the last surviving brother. It is my will, however, that if either of my brothers should die prior to or subsequent to the death of my wife, leaving children or descendants of children such children or descendants shall take the share of the deceased parent per stripes in fee simple. The death of any trustee shall not affect the trust herein created, but the survivor or survivors shall carry out the trust imposed in this item and hold all the property of my estate for the purpose of carrying out all the terms of my will.
"Item five. If unforeseen conditions should arise, rendering the annual income upon my estate insufficient for the support and maintenance of my wife, then it is my will that she shall nevertheless receive an adequate support from my estate, even if it should be necessary to encroach upon the corpus thereof, and my said trustees are directed to supply her with such an amount as may be reasonable and adequate for her support and maintenance even though the annual income should be insufficient for such purpose."
The codicil provided as follows: "I, George W. Gilmore, take Thos. W. Gilmore of my last will as executor and do hereby give that share in my will which was given to him, his heirs or assigns, to my brothers, Alex C. Gilmore and John D. Gilmore, and my house on Smith St. I give to my brother Jno. D. Gilmore after *306 the death of my wife should my wife be longest liver. This only changes the share I give to Alex and John, my brothers, and takes Thos. W. Gilmore and his heirs from it." The named trustees were also appointed executors and were directed to serve without compensation, inasmuch as they were beneficiaries under the will as set forth in item two thereof.
Alex C. Gilmore and John D. Gilmore qualified and acted as executors and trustees under the will, and each continued so to act until his death. Alex C. Gilmore died intestate, on November 5, 1942, leaving no child or children or descendants of children surviving him, and Thomas W. Gilmore qualified and was acting as his administrator. John D. Gilmore died testate, on March 7, 1943, leaving no child, children or descendants thereof surviving him. His will was probated, and Thomas W. Gilmore, having been nominated therein as executor and trustee, qualified and was acting as such, and as such executor was claiming the right to and was acting as executor of George W. Gilmore. The will of John D. Gilmore, a copy of which was attached to the petition, after providing for certain special bequests to his wife and a nephew, devised all of his property to Thomas W. Gilmore as trustee, who was directed to pay to the wife of John D. Gilmore a named amount per month during her life, and at her death Thomas W. Gilmore was to receive the entire income from the estate during his life, and at his death the remainder was to go to any child or children that he might have.
The petitioner further averred that by reason of the deaths of Alex C. Gilmore and John D. Gilmore while she was in life, the contingent remainder estates going to them under the will of George W. Gilmore lapsed, thereby causing an intestacy in respect thereto, and that she, being the sole heir at law of George W. Gilmore, became entitled to the reversionary interest in said remainder estates, and that since under the will she already owned the life-estate, a merger of the two estates resulted, and she was the sole owner thereof in fee simple. She further contended that the trust created under the will had become executed, that the entire fee-simple title to the estate rested in her, and that there was no necessity for the continuance of the trust; that the executors and trustees had proceeded with the administration of the estate and the performance of the trust thereunder, and had paid to her the *307 amount to which she was entitled under her legacy; and that the administration had been substantially executed. It was further averred that Thomas W. Gilmore, as trustee of the estate of John D. Gilmore, admitted that petitioner was the sole heir at law of her husband, but denied that she is the owner of his entire estate under the terms of his will. The property of the estate was described, and was alleged to have a value of more than $122,000. By amendment it was alleged that the petitioner was born on August 1, 1886, that Alex C. Gilmore was born on April 5, 1890, that Thomas W. Gilmore was born on September 2, 1892, and that John D. Gilmore was born on November 24, 1896; that at the date of the execution of the will of George W. Gilmore, and at the date of his death, the above named persons were sui juris.
The defendant, in all of his named representative capacities, interposed a general demurrer to the petition upon the grounds (1) that the facts set out were insufficient in law, or in equity, to constitute a cause of action against him in either, or any, of his named representative capacities, or to authorize the relief sought or any other legal or equitable relief; (2) that the petition showed affirmatively that the petitioner had received from the executors and trustees of the estate of George W. Gilmore the net annual income since his death, and she did not claim any sum to be due her by the defendant in that respect; (3) that the petition affirmatively disclosed that the petitioner had no title to the remainder estate after the termination of her life-estate, and no right to recover the whole estate, the petition showing no merger of the estate as alleged; and (4) that the petition showed that if the trust created has become executed, title to the remainder is in Thomas W. Gilmore, as executor of the will of John D. Gilmore, the same being a legal remainder; that if the trust was executory and covered the remainder, then the title thereto is also in Thomas W. Gilmore, as executor of the will of John D. Gilmore; and that in either event the plaintiff is not entitled to an accounting against the defendant in any of his representative capacities, and showed no right to any other relief prayed for. The court sustained the general demurrer and dismissed the petition, stating in the order that "it is the opinion of this court that the plaintiff shows in her petition as amended no title to the remainder interest of the estate of her deceased husband, because title to the remainder interest *308 vested in John Gilmore upon the death of Alex C. Gilmore without children." The exception is to the order and judgment sustaining the general demurrer, and dismissing the petition. A construction of the will of George W. Gilmore will determine as to the correctness of the trial judge's ruling on the general demurrer. The plaintiff contends that the remainder interest in the estate, upon the termination of the life-estate, was contingent both as to person and as to event, and that because of the elimination by codicil of Thomas W. Gilmore and his heirs as beneficiaries under the will, and because of the deaths of Alex C. Gilmore and John D. Gilmore without leaving child or children or descendants thereof surviving them, while she, the life-tenant, is still in life, the remainder estate going to them lapsed, resulting in an intestacy as to that estate; that an intestacy having resulted as to this remainder estate, it reverted to the testator to be distributed to his heirs at law as of the date of his death, and petitioner, being his sole heir at law, is entitled to such reversionary estate in fee simple; that since she has a life-estate in the property under the terms of the will, the life-estate and the reversionary interest merge and vest in her the entire estate in fee simple. Against this contention the defendant contends that the remainders created under the will were remainders that became vested upon the death of the testator, subject to be divested by a condition subsequent, such condition being that if either should die before the death of the life-tenant without leaving child, children or descendants thereof surviving him; and that upon the death of Alex C. Gilmore without leaving child or children or descendants thereof surviving him, after Thomas W. Gilmore and his heirs had been eliminated from the will, John D. Gilmore, the last surviving brother mentioned in the will, took the remainder in fee simple, with possession postponed until the death of the life-tenant.
1. There is no apparent controversy as to the effect of the codicil eliminating Thomas W. Gilmore and his heirs from participating as beneficiaries under the will. Likewise, there is no contention, nor is the court of the opinion, that the rights of the other named devisees or the scheme of succession were affected by the provisions of the codicil, except as to the quantity and size *309 of the remainder estates devolving upon them. Therefore the court, in arriving at conclusions and constructions, will consider the will as if all reference to Thomas W. Gilmore and his heirs had originally been omitted. However, reference to the verbiage of the codicil will likely be had for aid in developing and illustrating the intention of the testator. The effect of the codicil in respect to the house on Smith Street will be considered in another division of the opinion.
2. The first and foremost consideration in construing wills is the ascertaining and giving effect to the intention of the testator as expressed in the whole will, provided it is not inconsistent with the law. Edmondson v. Dyson,
Upon examination of the whole will, it is clear and the conclusion is inescapable that George W. Gilmore desired to provide first for the welfare and comfort of his wife for the duration of her life. This he accomplished by giving to her the entire annual net income from his estate which was valued at more than $122,000. Additionally, if conditions should arise rendering the income insufficient to meet necessary obligations, she was also given the right to encroach upon the corpus. Since the will made no reference to any children of the testator, it is a fair inference that he had none at the time he made the will, as ordinarily he would have been expected to provide for them, and this conclusion is somewhat supported by the allegations of the petition to the effect that he died leaving no child, children, or descendants thereof. Thus, having no children or descendants thereof to whom he could transmit the remainder interest in his estate upon the death of his wife, his next wish, subordinate only to his first desire that his wife be amply provided for, was to keep his property in his own blood, that is, on his side of the family. To effectuate this last desire, he provided that, upon the death of his wife, the remainder estate should go to and remain in his blood. Manifestly, these are the paramount objectives recorded by the testator in his will. This is not a strained construction, neither is it an unnatural one. One in similar circumstances might ordinarily be expected to make his wife, who was first in his affection and duty, secure against worry and want in so far as material substance was concerned. He then might be expected to reward those who were next to him in natural affection, unless and until that affection should be interrupted. Apparently, his three brothers occupied such relationship, at least until there was an interruption as to one of them, viz., Thomas W. Gilmore, who was later deprived by the codicil of sharing with the others. However, the elimination of Thomas W. Gilmore as a beneficiary under the will does not show any intention on the part of the testator to divert from the strain of his own blood the estate in remainder. Now, if that be the intention of the testator *311 as concluded from the aforesaid demonstration, it should and must be controlling and given effect if it does no violence to any established rule of law, or is not decidedly in conflict with the law.
3. The gift to the wife for her life of the entire income from the estate was the equivalent of a life-estate. Code, § 113-805;Thomas v. Owens,
4. The next question relates to the nature of the remainder following the life-estate of the widow. "Remainders are either vested or contingent. A vested remainder is one limited to a certain person at a certain time or upon the happening of a necessary event. *312
A contingent remainder is one limited to an uncertain person, or upon an event which may or may not happen." Code, § 85-703. We here repeat what has so many times been said, that while definitions clearly distinguish between a vested and contingent remainder, it is sometimes difficult to determine whether a particular instrument creates a vested or a contingent remainder. That complexity still prevails. In making this distinction it is necessary to examine the language of the will. After devising the estate to his two named brothers in trust, a life-estate was created in the wife by giving to her the entire net income from the estate. Following, in the second sentence of the second paragraph of item two, are the words disposing of the remainder as follows: "At the death of my wife my said estate I give, bequeath and devise to my three brothers [to be considered as `two brothers' in the light of the codicil], share and share alike." These words standing alone might seem to indicate a desire on the part of the testator to annex time to the gift of the substance as contended by the plaintiff in error. But these words can not be considered alone, unless other terms of the will are to be disregarded. The entire scheme of succession as indicated in the will, as modified by the codicil, must ever be kept in mind, and all the terms and provisions of the instrument be made to harmonize and converge into that scheme so as to render effective the intention of the testator, unless prohibited by some legal barrier. The phraseology employed before and after the words above quoted must be weighed along with them. Previously, the wife had been given a life-estate, then the remainder estate to the two brothers. It was then provided, "but if either of my brothers shall die before or subsequent to the death of my wife leaving no children or descendants of children, then and in that event the share given to such deceased brother shall be divided between my surviving brothers." In view of the codicil, no division would have been possible, but the surviving brother would have taken the whole of such estate. This denotes a completed act and supports the conclusion that the testator had disposed of his entire estate to take effect upon his death, that is, the life-estate to his wife, and the remainder to his brothers, share and share alike, without limitation of a condition precedent. The shares going by way of remainder to the brothers were not contingent upon them, or either of them, being in life at the death of the widow. *313
This is not a case where the remainder estate was to be divided between the brothers as a class who happened to be in life at the death of the life tenant, or where the share to each brother was dependent upon his being in life at the death of the widow. This view, we think, is further supported by the testator's own language found in the codicil whereby Thomas W. Gilmore as a beneficiary was banished from the will. We quote from the codicil: "I, George W. Gilmore take Thos. W. Gilmore [out] of my last will as executor and do hereby give that share in my will which was given to him, his heirs or assigns, to my brothers, Alex C. Gilmore and John D. Gilmore. . . This only changes the share I give to Alex and John." This language itself bespeaks (and also reaffirms the language of the will) the intention of the testator in reference to the time of the gift of the remainder, thereby illustrating the effect of the words, "At the death of my wife my said estate I give," etc. The brothers taking these remainders were named and their shares were defined. The testator refers unequivocally to the shares as being "given." Therefore, if they are once given and the giving was not dependent upon any precedent contingency, it would seem unreasonable that there was an intention to annex futurity to the gift; but construing the will within its four corners, it appears that the testator intended merely to define the time of the payment or enjoyment of an already vested remainder. In the case of Burney v. Arnold,
5. Next following the words which disposed of the remainder estate is found the following provision: "But if either of my brothers *315
shall die before or subsequent to the death of my wife leaving no children or descendants of children, then and in that event the share given to such deceased brother shall be divided between my surviving brothers upon the same limitations, however, that if either of the two survivors prior to or subsequent to the death of my wife shall die without issue, then the whole of said estate shall belong in fee simple to the last surviving brother." Since Thomas W. Gilmore was by the codicil stricken as a beneficiary under the will, it is necessary to consider the foregoing provision as applying only to Alex C. and John D. Gilmore, the other brothers named in the will, in which case said provision should be changed so as to omit reference to a third brother and made to read as follows. "But if either of my brothers (that is, Alex C. Gilmore and John D. Gilmore), shall die before or subsequent to the death of my wife leaving no children or descendants of children, then and in that event the . . whole of said estate shall belong in fee simple to the last surviving brother." The "whole of said estate" in this instance could only mean and refer to the combined interests of the brothers as remaindermen, as it was obviously not the intention of the testator to strike down the life-estate in the widow. This provision does not affect the vested character of the remainders taken by Alex and John, since "a vested remainder may be absolutely or defeasibly vested." Sumpter v. Carter, supra;Fields v. Lewis,
It is further provided in item two of the will that if either of the brothers should die before the death of the wife, leaving children or descendants thereof, such children or their descendants shall take the share of the deceased parent per stirpes. If this provision could be said to be applicable to John D. Gilmore as against the former provisions of the will already discussed, it is a subsequent contingency which failed, as John D. Gilmore died leaving no children or descendants thereof, by virtue of which he became indefeasibly vested in title to the estate with possession postponed till the death of the life tenant. He had such an interest as could be conveyed, devised, or transmitted by descent. Taylor v. Sutton,
It is strongly contended by plaintiff in error that Thomas W. Gilmore and his children will eventually become the recipients of the estate of George W. Gilmore under a ruling such as is here made, which would be contrary to the intention of George W. Gilmore as expressed in his codicil. With this contention we can not agree. George W. Gilmore fixed and planned with apparent deliberation a manner by which one of his brothers, either Alex or John, could become indefeasibly vested with what remained of his estate upon the termination of the life estate in his widow. Therefore, when his estate passed to his brother John, it then became the estate of John, who, like his brother George before him, had the unlimited right to dispose of it in a manner satisfactory to himself. If Thomas W. Gilmore and his children should receive any of the fruits of the property comprising the estate of George W. Gilmore, they will do so as beneficiaries under the will of John D. Gilmore.
6. Our last consideration has to do with the following provision of the codicil: "My house on Smith St. I give to my brother Jno. D. Gilmore after the death of my wife, should my wife be the longest liver." If these words are susceptible of any meaning, under well settled principles of law that meaning must be given effect. In Murphey v. Murphey,
Since "every will is a thing to itself," and "precedents, or adjudged cases, are of but little authority, and of dangerous application, in deciding upon the intention of the testator," as above pointed out, we forbear to distinguish the great number of cases cited in behalf of the plaintiff in error. In view of the conclusions here reached, it follows that the trial court did not err in sustaining the general demurrer and in dismissing the petition.
Judgment affirmed. All the Justices concur, except Jenkins,P. J., absent on account of illness.