Baker v. Citizens & Southern National Bank

165 S.E. 21, 175 Ga. 161, 1932 Ga. LEXIS 214
Supreme Court of Georgia·Decided July 16, 1932·No. No. 8594·Published·Cited by 5 cases

Opinion

Russell, C. J.

(After stating the foregoing facts.) The controversy in this case is as to the distribution of a fund in the hands of the court arising from the rentals and sale of certain property on Whitehall Street in the City of Atlanta. The Citizens & Southern National Bank, having paid the moneys claimed to be due by it upon the lease of the -property as well as the purchase-price, is no longer involved in the present litigation. The other parties, Henry J. Baker, William A. Baker, and H. L. Baker, all claim to be entitled to participate in the fund under the provisions of the will of Charles D. Baker. Henry J. Baker, the plaintiff in error, claims that he is entitled to one half of the fund, while the defendants in error contend that the fund should be divided into three parts, which should be apportioned equally between Henry J. Baker, William A. Baker, and H. L. Baker. The plaintiff in error insists, that, properly construing the will of Charles D. Baker, the estate of the testator after the death of his wife, Barbara Baker, in 1930, could only be divided into two parts between the only two children sur[164] viving at the death of the life-tenant, to wit, Henry J. Baker and William A. Baker; this upon the theory that as the contingency mentioned in the first, item of the will did not ensue (that is, the testator’s wife never remarried), nothing vested in any child of the testator who died previously to the death of the life-tenant. Consequently it is insisted that at the death of the widow (the life-tenant) there were only two remaindermen and legatees, Henry J. Baker and William A. Baker. It is strenuously insisted that Charles Baker having died before his mother, his only daughter, Otelia Baker, takes nothing under the will, and of course therefore her deed to William A. Baker conveyed nothing, and the deed of William A. Baker to H. L. Baker likewise conveyed nothing.

In the construction of wills, as of all other writings, the first step to be taken is to arrive, if possible, at the intention of the maker of the instrument, in order that effect may be given to that intention. And the intention of the testator is not generally to be derived from mere consideration of fragmentary excerpts from the will, but from examination and consideration of every word which is included within the “four corners” of such instrument. Generally, one who is about to make a final disposition of his property to take effect after his death has a testamentary scheme or plan, which' may take into view many contingencies which the testator may foresee and for wdiich he wishes to provide, in order to protect the interest of his intended beneficiaries. If the will in the present case is considered as a whole, it seems very plain that the testator in this instance did not intend that any of his children or of his children’s children, should theyrhave any, should be excluded from participation in his property. The use of the adjective “equal” instead of the appropriate adverb “ equally” evinces that the testator was no grammarian. He may have been no more learned in the law than he was in grammar. But the equality which he sought was intended to be substantial. Items one and two of the will must be construed together, for each relates to the same contingency— the marriage or non-marriage of his wdfe after his death. In the first item he gives his wife-a life-estate in “all the property that I have, both real and personal, as long as she shall live,” with a proviso that if she does many, then all the property is to be divided between her and four named children. She is to become a tenant in common. The second item does not 'withdraw the life-estate in the [165] entire property from the wife, but provides that if she dies without marrying, “then the property to be divided equal among my children then living, or their children.” In the first item it can well be said that the wife’s life-estate in the entire property was contingent, because had she married again she would not have had a life-estate in the entire property, but would have been only a tenant in common entitled in fee to a one-fifth interest in the testator’s property. The use of the words, “If my beloved wife dies before marrying after my death,” following as they do the explicit direction as to the disposition of all his property to his wife and children as tenants in common, would indicate even to a casual reader that the testator rather anticipated that his wife (a young woman at the time the will was executed) would probably marry again. But the testator, in drawing his will, reflected that perhaps his wife might not marry again. His estate in that event would not pass immediately to his heirs as contemplated in the first item. And so to provide for this contingency he says, in the second item of his will: “If my beloved wife dies before marrying after my death, then the property to be divided equal among my children then living, or their children.” What can the words to be equally divided “among my children then living, or their children,” mean, except what the language plainly imports ? If the children are living, each will get an equal share. The words used can not be construed to mean that the testator’s property is to be given to a living child and his children, and therefore they can mean nothing except that the devise is to the children of such children of the testator as may die before the termination of the life-estate. The testator wanted his property divided equally among his children, if they were all living; if any of them were dead, he wished the children of the dead child to stand, in accordance with the laws of inheritance of this State, in the shoes of their deceased parent. In construing wills in this State, we lean, in cases of doubt, to the construction which is in accordance with the rules of inheritance. If the language used by this testator is so ambiguous that the will falls, then the judge of the lower court in this case is nevertheless right, because in the absence of any will Otelia Baker would inherit the share of her father, Charles Baker, and her deed to William A. Baker and his conveyance to H. L. Baker would both' be good and effectual conveyances,

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Baker v. Citizens & Southern National Bank, 165 S.E. 21, 175 Ga. 161, 1932 Ga. LEXIS 214 (Ga. 1932).

165 S.E. 21 (Baker v. Citizens & Southern National Bank) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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