120 Ga. 810 | Ga. | 1904
Lead Opinion
Can the widow and other heirs at law of the testator set aside his will, and by agreement settle his estate amPng themselves ? Undoubtedly they can, if they are the only parties who have any legal or equitable interest therein; So far it appears from the case before the court, they are the only parties at interest, unless the three plaintiffs in error, who are the only children and descendants of his sister, Mrs. Sarah M. R. Prince, have, under his will, an interest in his estate.- Whether they have-such an interest or .not depends upon the question whether the will creates a trust in their favor, for and during the life of Mrs. Jackson. That General Jackson devised and bequeathed his whole estate to his wife for life, in trust for certain specified purposes, we think is very clear. By the will a life-estate in the whole of his property is given to her, with the condition that she shall apply a- designated portion of the annual income arising therefrom to her own use, then so much of the remainder as may be necessary to the support of Mrs. Prince, then so much more of
In the present case, that the testator intended that his wife, to whom he devised and bequeathed the life-estate, should take the property in trust, for the purposes and objects which he pointed out, seems to us evident from the provision which he made for the support of his sister, Mrs. Prince. Surely it can not be that he intended that the support which he provided for his sister should be dependent upon Mrs. Jackson’s accepting the provision which he made for her in the will. The fact that Mrs. Prince happened to die shortly before the testator did, whereby the provision for her support lapsed, can make no difference in the construction of his intentions at the time he executed the will. If the presence of the words with “ the condition ” would not have placed it in the power of Mrs. Jackson to defeat the testator’s intention as to the support of Mrs. Prince, if she had survived him, then these words can not have such, an effect as to the provision which he made for the children of Mrs. Prince, unless the language in which be expressed his intention as to them is such as to show that he intended no trust for their benefit, or his intention is expressed in terms so indefinite and uncertain as to render it impossible for a court of equity to lay hold of the trust and administer it. We think .that he intended a trust for their benefit, for the life-estate is given to Mrs. Jackson “ with the condition ” that “ she shall apply ” so much of the annual income remaining after she has provided for herself and Mrs. Prince as he directed, as to her may seem proper to be allotted to their assistance. This is equivalent to its being given to her with direction that she shall apply. He expresses his intention in language which is not, even in form, precatory, but imperative. He does not recommend, wish, or entreat her to assist the children of Mrs. Prince, nor express his confidence that she will, but he gives positive and emphatic direction that she shall do so, to the extent that to her may seem proper. The objects of his intended bounty are clearly pointed out. The only uncertainty is as to the amount of assistance which shall
In Colton v. Colton, 127 U. S. 300, the will undér consideration contained the following provisions: “ I give and bequeath to my said wife . . all of the estate, real and personal, of which I shall die seized, possessed, or entitled to. I recommend to her the care and protection of my mother and sister, and request her to make such gift and provision for them as in her judgment will be best.” The testator’s widow failed and refused to make any provision for his mother and sister. In proceedings instituted by them against her, the Supreme Court of the United States construed the precatory language as being, in effect, imperative, and held that the mother and sister of the testator “ took under the will a beneficial interest in the estate given to the wife, to the extent of a permanent provision for them during their respective
In Dexter v. Evans, 63 Conn. 58 (38 Am. St. R. 336), it was held that “ A will by which a testator makes a bequest to his wife in lieu of' dower, and then gives her four separate legacies ‘for her to help as she sees fit’ each of four persons named, at her decease the residue of said legacies ‘ to go to W.,’ who will do. by said four persons ás he sees fit. and see that they are comfortably provided for during their lifetimes, ‘ unless my wife sees fit to
In Broad v. Bevan, the report of which case is found under a citation in the case of Abraham v. Alman, 1 Russ. 511-512, a testator having bequeathed various legacies, and, among others, an annuity of 5 l to his daughter during her life, directed his son
In Pride v. Fooks, 2 Beav. 431, a testator authorized the trus
The power or discretion in the present case is, as we have seen, imperative; and, in view of the authorities which we have cited, we can not say that it is absolutely impossible for the court to exercise it. But in the court below it was not shown that the plaintiffs in error, or either of them, needed assistance, or had needed it since the death of the testator; nor do we think that it clearly appeared that Mrs. Jackson had positively declined to accept and execute the trust. In the written agreement between her and the other heirs at law of the testator, it was stipulated that Mrs. Barrow, as sole executrix, should have authority to carry out the provisions of the will relating to the Prince family, which shows that Mrs. Jackson, when this agreement was entered into, intended to transfer the discretion conferred upon her by the will to Mrs. Barrow. This she could not do, without the consent of all parties at interest, including the plaintiffs in error, who were not parties to this agreement; and, besides, Mrs. Barrow has since died. While Mrs. Jackson’s attitude in the present case may be said to be inconsistent with an intention, or desire, on her part to accept and execute the trust, yet it is not clear that she will refuse to do so when she discovers that the prayers of the petition will not be granted, and the agreement between herself and the other heirs at law will not, be confirmed, by a decree of the court. We think that the court should have denied' the prayers of the petition, and decreed that the whole estate of the testator was given to Mrs. Jackson, for life, in trust for the purposes specified in the will, and should have given her, in the light of such finding, a reasonable time within which to either accept or renounce the trust; and, in the event that she did the latter, the court should have appointed a trustee to take charge of and administer, the whole estate, under the direction of the court, in accordance with the testator’s intentions as declared in his will. In this way the right of the plaintiffs in error, or either of them, to receive assistance, during any year while the life-estate continues, if the same should be needed, and the income from the
Judgment reversed.
Dissenting Opinion
dissenting. This case turns upon the question whether the will of the late General Henry R. Jackson created a trust in favor of the plaintiffs in error, Basilene Prince, Jacqueline P. Thomas and Henry R. J. Prince, children of the testator’s sister, Mrs. Sarah M. R. Prince, which is enforceable in a court of equity. If it did create such a trust, then the decree of the court, declaring that they “ are not entitled to the ■claim set up in their answers, or to any judgment or relief against the estate of the testator, Henry R. Jackson, or the executor of his will,” and ratifying the agreements made by his widow and other heirs at law as to the disposition of his estate, was wrong. If it did not create such a trust, the plaintiffs in error have no legal reason to complain of the decree. While we think it was clearly the intention and purpose of the testator that the children or grandchildren of Mrs. Prince should, if necessary, be assisted to some extent, by Mrs. Jackson, from the income of his estate remaining after his wife and sister had been provided for therefrom as he directed, yet, in our opinion, the clause of the will providing for such assistance is too vague, indefinite, and uncertain to create a trust enforceable in a court of equity. To begin with, the language, “so much more of it as to her may seem proper,” when applied to any purpose whatever, is very indefinite and uncertain, as the amount is left entirely to the discretion of Mrs. Jackson; and the words, “to be allotted to the assistance of,” etc., which immediately follow, and disclose the purpose for which she is to exercise this discretion, render the intention of the testator still more obscure and uncertain, for he could not well have used a more indefinite term than the word “ assistance.” It evidently was used in the sense of aid or help; so that the clause seems to mean that Mrs. Jackson, from the income remaining undisposed of after she has received her portion thereof and has provided from the balance for the support of Mrs. Prince, shall help the Pririce children or grandchildren to the extent that to
Again, the term “ assistance,” as here used, seems to imply that there must .exist a necessity for help, especially in view of the fact that the testator’s own children and grandchildren were to receive nothing from the income of his estate except the residue, after Mrs. Jackson had exercised the discretion conferred upon her by this clause of the will. So we think that Mrs. Jackson’s discretion was to be exercised in determining when the beneficiaries, or any one or more of them, needed help, and the extent to which it should be rendered in each case. That the testator intended to give his wife a wide and untrammelled discretion in reference to the provision which he made for the benefit of the children or grandchildren of Mrs. Prince we think is evident, not only from the language which he employed when conferring it upon her, but also, from the fact that in the clause immediately preceding the one which we are construing, when he was providing for Mrs. Prince, he limited Mrs. Jackson’s discretion as to the amount of the income to be used to “ such part of it as [might] be necessary to the support of” Mrs. ‘Prince. He knew and appreciated the difference between the words “support” and “assistance,” and his change from the one to the other, in these two clauses placed in juxtaposition to each other, indicates his intention as to the different degrees of discretion which Mrs. Jackson should exercise. In the one he gave her a discretion so limited and defined as to render it practicable for a court of equity to exercise it, in the event she refused to do so; in the other he gave her a discretion so broad and unfettered as to prevent the substitution in its exercise of any other mind for hers. Another circumstance to be considered is, that while the provision for the support of Mrs. Prince was to be annually made' by Mrs. Jackson from the income of the estate in excess of Mrs. Jackson’s portion, so long as they both lived, such support was not contingent upon the life of Mrs. Jackson, but was to be continued after her death, if Mrs. Prince survived her. But the ■ assistance whieh he directed his wife to give to the Prince‘children or grandchildren