M. Richardson Hyman, Jr. appeals a circuit court order affirming the special referee’s decision that a vested remainder in certain stocks owned by Hyman’s father passed to his wife through the residuary clause of his will and not through a direct devise to his children. We affirm.
FACTS
Following a lifetime of distinguished service to the people of this state as a highly respected member of the South Carolina Bar, Melvin Hyman passed away in 1973. He was survived by his wife, Maintzie R. Hyman, and two children, Melvin R. Hyman and Mary C. Hyman. In his last will and testament, Melvin Hyman granted a life estate in certain securities to his wife, with a remainder interest to his two children. Melvin
In 1984, Melvin Hyman’s son, Melvin R. Hyman (“Testator”), was diagnosed with a life threatening disease. Because his condition worsened over the years following this diagnosis, Testator decided to undergo an operation in September 1987. In contemplation of serious risks inherent in this particular kind of surgery, he executed a will shortly before the operation. A few weeks following the surgery, Testator passed away. Testator was survived by his mother, Maintzie; his second wife, Sara Hyman; and three children from his first marriage, M. Richardson Hyman, Jr. (“Appellant”), Benjamin F. Hyman, and M. Caroline Hyman.
Article three of Testator’s will, which establishes a trust for the benefit of his children, states the following:
I will, devise, and bequeath to my three children any and all property which I may receive by reason of inheritance from my mother’s [Maintzie’s] estate.
Testator also provided that the residue of his estate was to be distributed to his wife, Sara Hyman, outright and free of trust.
In January 1999, Maintzie R. Hyman, wife of Melvin Hyman and mother of Testator, passed away, terminating her life estate in the aforementioned securities at issue in this case. At this time, the remainder interests devised to Testator and Mary C. Hyman became possessory. Sara Hyman, Testator’s wife, began receiving distributions and paying taxes on Testator’s portion of the securities pursuant to the residuary clause of Testator’s will.
In 2001, Appellant filed this action seeking- to reopen Testator’s estate and declare Testator’s three children the lawful heirs of the securities pursuant to article three of Testator’s will. The case was referred by consent of the parties to a special referee. At trial, Appellant offered testimony, over the respondents’ objection, from Mary C. Hyman, sister of Testator, which evidenced Testator’s intent that his remainder interest in the securities pass through his will to his children,
STANDARD OF REVIEW
The standard of review applicable to cases originating in the probate court is controlled by whether the underlying cause of action is at law or in equity.
Howard v. Mutz,
LAW/ANALYSIS
Appellant argues the probate court erred in finding no ambiguity in Testator’s will and refusing to consider extrinsic evidence to ascertain Testator’s true intent. We disagree.
In construing a will, a court should give effect to the expressed intention of the testator.
Bagwell v. Alexander,
In the case at bar, the Testator’s remainder interest in the securities clearly does not pass through article three of the will to his children when the language of article three is given its plain and ordinary meaning. The provision states, “I will, devise, and bequeath to my three children any and all property which I may receive by reason of inheritance from my mother’s estate.” Testator owned his remainder interest in the securities at the time he executed his will. The remainder interest, though subject to his mother’s life estate, was at no time part of his mother’s actual estate and, thus, never passed to him through inheritance from his mother. Appellant contends, however, that the provision is ambiguous; therefore, the court should consider extrinsic evidence to ascertain Testator’s true intent. We do not agree with this position.
There are two types of ambiguities found in the construction of wills:
Ambiguities ... are patent and latent; the distinction being that in the former case the uncertainty is one which arises upon the words of the ... instrument as looked at in themselves, and before any attempt is made to apply them to the object which they describe, while in the latter case the uncertainty arises, not upon the words of the ... instrument as looked at in themselves, but upon those words when applied to the object or subject which they describe.
Fabian,
Appellant first contends the will is inconsistent when applied to Testator’s property because, without the remainder
The presumption, arising from the law’s disfavoring of partial intestacy, that a testator intends to dispose of his entire estate is, in fact, a longstanding rule in South Carolina.
See Dobson v. Smith,
Appellant also contends the will is ambiguous because extrinsic evidence in the form of Testator’s sister’s testimony shows Testator’s intent to be different from the plain language of the will and the findings of the special referee. Again, we disagree.
A court may admit extrinsic evidence to determine
The special referee correctly found that giving the language of this will its plain and ordinary meaning did not render it “incapable of application” or result in “an obvious absurdity, repugnancy, or inconsistency with Testator’s declared intent.”
Boykin,
CONCLUSION
For the reasons stated herein, the circuit court is
AFFIRMED.
Notes
. Specifically, Testator’s sister testified she and her brother both frequently referred to their vested remainder interests in their mother's life estate as property that would come to them from their mother, their "mother's estate,” or "the Hyman estate.”
. Once the court finds a latent ambiguity, extrinsic evidence is also permitted to help the court determine the testator’s true intent and resolve the ambiguity.
Fabian,
