Bank of Florence v. Gregg

24 S.E. 64, 46 S.C. 169, 1896 S.C. LEXIS 39
CourtSupreme Court of South Carolina
DecidedMarch 12, 1896
StatusPublished
Cited by9 cases

This text of 24 S.E. 64 (Bank of Florence v. Gregg) is published on Counsel Stack Legal Research, covering Supreme Court of South Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bank of Florence v. Gregg, 24 S.E. 64, 46 S.C. 169, 1896 S.C. LEXIS 39 (S.C. 1896).

Opinion

"The opinion of the court was delivered by

Mr. Chiep Justice McIver.

The report of the referee and the decree of the Circuit Judge, which will be embraced in the report of this case, so fully and clearly set forth the facts, and present the question involved, as to supercede the necessit}'' of any further statement here.

The main question is as to the proper construction of the following clause in the will of the late Dr. D. Reese Gregg: “Sixth. I devise and bequeath to my son, Reese C. Gregg, all the residue of my eatate, both real and personal, and to his care the protection and support of my daughter, Catherine W. Gregg, during her natural life.” The cardinal rule in the construction of a will being the intention of the’testator, the practical inquiry in this case is, whether the testator intended, by this clause, to fix upon the residue of his estate, devised and bequeathed to his son, Reese, which appears to have been much the larger portion of his estate, a charge for the support of his daughter, Catherine, during her natural life, or whether his intention was simply to enjoin upon his son a mere moral obligation to support the daughter.

1 In seeking for the intention of a testator, we must look to the words>he has used as expressive of his intention; but we may read those words in the light of the surrounding circumstances, for the very obvious reason that it must be assumed that the testator used the words which he has employed, in the light of the circumstances by which he was surrounded at the time be used the words which are to be construed. While, therefore, we are not at liberty to resort to any conjecture as to what the testator intended to say, or what a court may think he ought to have said, but must look to what he has said, yet we may look to the circumstances under which he did say what he has said, with a view to determine what he meant by the expression which he has used. Especially is this the case when the language which he used is doubtful or ambiguous. As is said by Marshall, C. J., in Smith v. Bell, 6 Peters, at page 75: “The first and greatest rule in the exposition of [181]*181wills, to which all other rales must bend, is that the intention of the testator,' expressed in his will, shall prevail, provided it be consistent with the rules of law. Doug., 302; 1 Black, 672. This principle is generally asserted in the construction of every testamentary disposition. It is emphatically the will of the person who makes it, and is defined to be ‘the legal declaration of a man’s intentions, which he wills to be performed after his death.’ 2 Black Com., 499. ’ These intentions are to be collected from his words, and ought to be carried into effect, if they be consistent with law. In the construction of ambiguous expressions, the situation of the parties may very properly be taken into view. The ties which connect the testator with his legatees, the affection existing between them, the motives which may reasonably be supposed to operate with him, and to influence him in the disposition of his property, are all entitled to consideration in expounding doubtful words, and ascertaining the meaning in which the testator used them.”

2 Let us then proceed to inquire what the testator intended by the' words which he has used, read in the light of the circumstances by which he was surrounded at the time he used those words; for it is quite certain that those words do not very clearly express what the testator really did intend. It is very manifest that the testator intended to make provision for his wife and all of his children except one, who, lie takes care to say in his will, has already been fully provided for, thereby clearly showing that he did not intend to disinherit any one of his children; least of all should an intention be attributed to him to disinherit his daughter, Catherine, who appears to have been a woman frail both in bod)' and mind; and, therefore, most likely to excite the sympathy and to call for the protecting care of her father during her life, and some certain provision for her support after his death. When, therefore, the testator, after having made such provision as he deemed proper for the other members of his family, gave the residue of his estate, which appears to have been much the larger [182]*182part of his estate, to his son, Reese, what better or more natural provision could he have made for this helpless daughter, who was unfit to manage property, than to charge this largest portion of his estate, thus given to his son, with the support of his frail and dependeut sister? It is quite certain that the testator intended to make some provision for his daughter, Catherine, and this provision having been made in his will, which, as above defined, is “the legal declaration of a man’s intentions which he wills to be performed after his death,” it must be assumed, in the absence of any language implying a different intent, that the provision thus made was a legal provision and implied a legal obligation for its performance, and hence enforcible by law. It is true, that a testator may, by using language appropriate for such purpose, indicate an intent to create a mere moral and not a legal obligation, to use property devised and bequeathed in a certain way or for a certain purpose, leaving it to the discretion of the object of his bounty whether he shall fulfill the obligation, as in the cases of Lesesne v. Witte, 5 S. C., 450; McCreary v. Burns, 17 S. C., 45; Rowland v. Rowland, 29 S. C., 54; Houze v. Baber, 29 S. C., 466, and Arnold v. Arnold, 41 S. C., 291. But in the present case the testator used no such language— no words tending to show that the support of the daughter, Catherine, was to be provided for at the discretion of the devisee, Reese C. Gregg — no words expressive of a mere hope or wish or admonition that he should provide for such support. On the contrary, the clause contains words, which negative the idea that the testator intended to impose a mere personal obligation upon the son, which he would be under a moral but not a legal obligation to perform; for the provision is for the support of Catherine “during her natural lifef and, as was well argued by counsel for respondent, such a provision necessarily implied a legal obligation, the performance of which was intended to be secured by making it a charge upon the property devised and bequeathed. And if the clause should be construed as [183]*183creating merely a personal obligation, which Reese would be bound only morally and not legally to perform, then upon his death such obligation would cease, and if his sister survived him, the provision for her support would become xxtterly nugatory. Accordingly, we find that in Sands v. Champlin, 1 Story, 376, as quoted in Thayer v. Finnegan, 134 Mass., 62 (reported also in 45 Am. Rep., 285), that Mr. Justice Story lays peculiar stress oxx the circumstance, that the testator was making a provision for his widow, to be furnished annually. “His intention,” he says, “was to have a fund for the security of the payment durante viduitate, which can only be by construing the will as making the legacies a charge on the estate.” So here the provision for the support of Catherine was "■during her natural life," and that could oixly be secxxred by coxistrxxing the will as making a charge on the estate devised and bequeathed to the son.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Calcutt v. Calcutt
320 S.E.2d 55 (Court of Appeals of South Carolina, 1984)
Pfeffer v. Finn
30 N.W.2d 481 (Supreme Court of Iowa, 1948)
Mack v. Stanley
2 S.E.2d 792 (Supreme Court of South Carolina, 1939)
Gould v. Trenberth
199 A. 696 (Supreme Court of Rhode Island, 1938)
Patterson v. Cleveland
163 S.E. 784 (Supreme Court of South Carolina, 1932)
Shired v. Nesbit
72 S.E. 545 (Supreme Court of South Carolina, 1911)
Bowen v. True
54 S.E. 1018 (Supreme Court of South Carolina, 1906)
Waddell v. Waddell
47 S.E. 375 (Supreme Court of South Carolina, 1904)

Cite This Page — Counsel Stack

Bluebook (online)
24 S.E. 64, 46 S.C. 169, 1896 S.C. LEXIS 39, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bank-of-florence-v-gregg-sc-1896.