Baum v. Fox

91 S.W.2d 601, 192 Ark. 406, 1936 Ark. LEXIS 77
CourtSupreme Court of Arkansas
DecidedMarch 9, 1936
Docket4-4216
StatusPublished
Cited by9 cases

This text of 91 S.W.2d 601 (Baum v. Fox) is published on Counsel Stack Legal Research, covering Supreme Court of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Baum v. Fox, 91 S.W.2d 601, 192 Ark. 406, 1936 Ark. LEXIS 77 (Ark. 1936).

Opinion

Mehaffy, J.

John T. Wright, of DeWitt, Arkansas, died in 1926 and left surviving him his widow, Sarah H. Wright; his son, W. J. Wright, and three daughters, Nellie McAdams, Mary B. Gresham, and Emma Pearl Baum. On September 14, 1921, John T. Wright made a will as follows, omitting the formal parts:

■“I, John T. Wright, being of sound mind and good understanding, do make and declare this to be my last will and testament. I wish to bequeath to my beloved wife, Sarah H. Wright, my house and three lots, corner of South Fourth and Morrison Street, No. 723. Also my liberty bonds and one note in First National Bank, and mortgage given to both wife and I by Mr. B. H. Turner, and my other moneys that may be received after all debts are paid. If she needs any assistance in managing the property, I appoint my son, W.' J. Wright, to assist to the best of his ability. After death of the said Sarah H. Wright after the debts are paid all property and moneys are to be equally divided among my four children:
“W. J. Wright, Mary B. Gresham, Nellie McAdams.
“Except Pearl Baum not to receive her share until she is 45 years of age to be kept in trust for her until then.
“John T. Wright.”

This action was brought by appellant in the Arkansas Chancery Court on April 6, 1934, for the purpose of having the will construed and for appellant’s part of the estate.

Clarence Fox and Tee Fox, his wife, were made defendants because they were indebted to Wright and had given to him their promissory notes.

Appellant alleged that Sarah H. Wright and other appellees had used the estate for their benefit, and that under the will she was entitled to one-fourth of it when she became 45 years old.

Appellees filed answer denying the material allegations in the complaint. They also filed a demurrer which was not passed on by the court.

It was agreed that Sarah H. Wright, the widow of John T. Wright, was 83 years of age, and that no letters of administration or executorship had been issued, and no bond filed, and that Sarah H. Wright had received and collected all the moneys which had been paid or realized by the estate, and converted same to her own Rise and benefit. There was no other evidence introduced.

The court below decided that Sarah H. Wright took a life estate, and that she had the right to use the same or so much thereof as may be necessary for her benefit and support. The court also found that the appellant was not entitled to receive any part or parcel of the estate at this time, and that the suit was prematurely brought as to her rights under the will, holding that she was not entitled to any part of the estate until the death of Sarah H. Wright, although the court found that she was more than 45 years old.

There is no dispute about the validity of the will, and the only question is whether, under the terms of the will, appellant is entitled to any part of the estate until the death of Sarah H. Wright.

The cardinal rule of construction of wills is to ascertain the intent of the testator and give it effect, unless the testator has attempted to accomplish a purpose or make a disposition of property contrary to some rule of law.

“The intention of a testator is to be collected from the whole will, and from a consideration of all the provisions of the instrument, taken together, rather than from any particular form of words. The intention is not to be gathered from detached portions alone, and the court should not consider merely the particular clause of the will which is in dispute. ” 28 R. C. L. 215, 216.

The first paragraph of the will bequeaths to Sarah H. Wright all of the property of the testator without any qualification at all. We hold this to be not a life estate, but an estate in fee simple. The paragraph has another clause as follows: “After the death of the said Sarah H. Wright after the debts are paid all property and money are to be equally divided among my four children.” The following clause is added: “Except Pearl Baum not to receive her share until she is 45 years of age to be kept for her until then.”

The rule with reference to conveying or creating, a fee simple is stated in R. C. L. as follows: “By the earlier common law it was an established rule that a devise of lands without words of limitation conferred on the devisee an estate for life only. An exception was soon recognized in the case of a will, so that an estate in fee could be given without the use of the technical words required in a conveyance or deed, the gift in such a case being known as an executory devise. Modern legislation has largely abolished the former rule so that words of inheritance or perpetuity are no longer necessary to devise a fee, and whenever an estate in lands is created by a will, it will be deemed to be an estate in fee simple, if a less estate is not clearly indicated. Especially when the testator shows that he desires not to die intestate, the courts will construe his will as creating a fee rather than a life estate, and thus avoid a partial intestacy.” 28 R. C. L. 237, 238.

In this particular case, however, in order to determine whether the appellant is entitled to her share of the estate now, it is immaterial whether Sarah H. Wright took the fee or a life estate, because the appellant, under the terms of the will, was not to receive anything until the death of Sarah H. Wright. It is the contention of the appellant that she should receive her portion.of said estate when she reached the age of 45 years, this being a later clause in the will. But the whole will must be construed together. Every part of it must be considered, and, when this is done, it was the manifest intention of the testator that Sarah H. Wright should receive the property, and, if any part of it were left at her death, it was to be divided among the four children, with the provision however, that the appellant should not receive her share until she reached the age of 45. There is no conflict between this provision of the will and the other provisions. The children are not to receive anything until the death of Sarah II. Wright, and if the appellant was not 45 years of age at that time, then her share would be kept in trust for her until she reached that age.

Appellant calls attention to the case of Little v. McGuire, 113 Ark. 497, 168 S. W. 1084. The court in that case said: “If any conflict exists, it would be our duty to construe the last provision as controlling, but where all the provisions can be construed together without doing violence to the language of either, it is the duty of the court to do so.

“The rule is that, where different' parts of a will are totally irreconcilable, the last overthrows the former, but that rule is never resorted to except for the purpose of escaping total inconsistency.”

The case of Cox v. Britt, 22 Ark. 567, cited and relied on by appellant, is to the same effect, so far as conflicting, clauses are concerned, as the case of Little v. McGuire, supra. But the will in the Cox case expressly limited the estate to the life of the legatee.

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Cite This Page — Counsel Stack

Bluebook (online)
91 S.W.2d 601, 192 Ark. 406, 1936 Ark. LEXIS 77, Counsel Stack Legal Research, https://law.counselstack.com/opinion/baum-v-fox-ark-1936.