Baker v. Wright

60 So. 2d 825, 257 Ala. 697, 1952 Ala. LEXIS 43
CourtSupreme Court of Alabama
DecidedOctober 16, 1952
Docket5 Div. 514
StatusPublished
Cited by16 cases

This text of 60 So. 2d 825 (Baker v. Wright) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Baker v. Wright, 60 So. 2d 825, 257 Ala. 697, 1952 Ala. LEXIS 43 (Ala. 1952).

Opinion

LAWSON, Justice.

Arthur Z. Wright died September 27, 1949, leaving a will dated November 13, 1946, admitted to probate November 17, 1949, whereon letters testamentary were granted to George H. Wright (a nephew of decedent), the sole executor named in the will.

The first clause of the will consists of directions in regard to payment of debts and funeral expenses and purchase of a suitable monument.

In Items Second through Eighth of the will, specific bequests are made to eight individuals, four of whom are relatives of the deceased. One of the relatives to whom a specific bequest is made is deceased’s nephew George H. Wright, who is named in the Tenth Item of the will as the sole executor.

The remaining items, which give rise to the questions involved in this case, are as follows:

“Ninth. All the rest, residue and remainder of my property, both real and personal, of whatsoever kind and wheresoever situate, I give, devise and bequeath to my executor hereinafter named, to be distributed and disposed ’ of among my relatives living at my decease in such manner as shall be fitting and proper whether in specie, or after conversion by sale, in cash; and my executor is authorized to make such sale, either publicly or privately, as he may deem best for my estate, and without the necessity of ány court order.
* *****
“Eleventh. Any Relative, sister, Niece, Nephew, or otherwise, of mine, or any other person, not mentioned herein, or made a legatee or devisee, is intentionally omitted herefrom.”

No question is raised as to the proper execution of the will or the testamentary capacity of the testator.

This litigation was commenced by the filing of a bill by George H. Wright, as executor, wherein he asked the court for a construction of the will. Forty-one persons are made parties respondent. The respondents include sisters, nephews-, nieces, grandnephews and grandnieces. Some of the respondents are residents of this state,, but many of them live in widely scattered, areas.

Demurrers- filed by some of the respond-, ents were overruled, but error is not assigned as to the decree overruling the demurrers.

Answers were filed by some of the respondents and decrees pro confesso taken against others.

The bill, in effect, poses two questions:: First, did the testator intend by the inclusion of the Eleventh Item of the will to exclude all of his relatives from sharing-in the residue of his estate except those-relatives who were living at his death whom he expressly mentioned in the bill by making to them a specific bequest? Second, as to those persons who can share in. the residuary estate, is the executor vested, with any discretion as to whom distribution shall be made and the amount of such distribution? The executor sought to have-the court construe the will to mean that the residuary estate of the testator is to-be distributed only to those relatives of’ the testator living at his death to whom, specific bequests were made in the will,, in such amount to each of those relatives, as the executor may deem fitting and' proper.

The respondents who answered the bill take the position that the Eleventh Item of the will, if operative at all, relates only •to Items Second through Eighth, wherein the specific bequests are made.

Actually, the position of the answering respondents is that although testator made-a will, it was only for the purpose of disposing of that part of his property which-he disposed of in Items Second through Eighth and that as to the residue of his. estate, he intended that it go according to. the laws of descent and distribution, as if he had died intestate. In fact the answers, pray:

“ * * * that Your Honor will construe the said alleged will of Arthur Z. Wright to mean that the residuary estate of the testator, Arthur Z. Wright, is to be distributed to all the relatives of the testator living at the: [701]*701time of his death in such amount to each of said relatives as they and each of them would take if said property were to pass -as in case of intestacy, under the statutes of descent and distribution, * * * ”

The cause was submitted for final decree on documentary evidence and on testimony of witnesses taken orally before the trial court.

In pertinent part the decree of the trial court is as follows:

“It is, therefore, ordered, adjudged and decreed by the Court that the relief sought by the Complainant in his Bill of Complaint, be, and the same is hereby, granted.
“It is further ordered, adjudged, and decreed by the Court and the Court finds that it was the intention of the testator, Arthur Z. Wright, that only those of his blood relations specifically mentioned in the will are to receive the residuary estate and that the distribution of the residuary estate is to be in the discretion of the Executor of the will, namely: George Herbert Wright, a nephew’of the testator; that under this construction of the will, the residuary estate of the testator, Arthur Z. Wright, is to be distributed to the following persons namely: J. Peavy Wright, a nephew, George Herbert Wright, a nephew, Homer Wright, Jr., a great nephew, and Mrs. Pearl Wright Collins, a sister, of the testator (all of whom were living at the time of the testator’s death); the distributive shares of the residuary estate to be in such amounts, respectively, as the Executor, George Herbert Wright, in his discretion, may determine.”

From this decree Mrs. Freddie W. Baker, a niece of the decedent, a resident of Auburn, Alabama, has appealed to this court. Three of the other respondents have joined in the appeal. They are Mrs. Dorothy N. Stone, a greatniece of the testator, who lives in Temple, Texas; Mrs. Fannie Lou Miller, a niece of testator, who resides in Belton, Texas; and J. K. Zuber, a greatnephew of testator, who resides near Georgiana, Alabama.

The assignments of error are to the effeet that the construction placed upon the will by the trial court is in all respects erroneous and that the trial court erred in not construing the will as showing the intention of testator that his residuary estate should be distributed among his next of kin, living at the time of his death, in. proportions to be determined by reference-to the statutes of descent and distribution.

At this point in the opinion, we assume the validity of the Ninth Item of the will’ and that the trial court was correct in holding that under its provisions the executor is vested with a discretion as to distribution to be made from the residuary estate.

With this assumption, we come to consider the question as to whether the trial-court was correct in holding, that the provisions of the Eleventh Item operate to. limit the relatives of testator to whom the-executor may make distribution from the residue of the estate to those blood relatives specifically mentioned in the will.

It is apparent from the opinion of the-trial court incorporated in its decree that, this holding was based on the oft-repeated statement that where there is an irreconcilable repugnancy between two clauses of a will, the latter clause must prevail as-being the latest expression of the testator’s, intention, and on the following statement from the opinion in the case of Fowlkesv. Clay, 205 Ala. 523, 525, 88 So.

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Bluebook (online)
60 So. 2d 825, 257 Ala. 697, 1952 Ala. LEXIS 43, Counsel Stack Legal Research, https://law.counselstack.com/opinion/baker-v-wright-ala-1952.