Benners v. First Nat. Bank of Birmingham

22 So. 2d 435, 247 Ala. 74, 1945 Ala. LEXIS 346
CourtSupreme Court of Alabama
DecidedMay 17, 1945
Docket6 Div. 321.
StatusPublished
Cited by13 cases

This text of 22 So. 2d 435 (Benners v. First Nat. Bank of Birmingham) 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
Benners v. First Nat. Bank of Birmingham, 22 So. 2d 435, 247 Ala. 74, 1945 Ala. LEXIS 346 (Ala. 1945).

Opinion

*77 STAKELY, Justice.

■ Samuel Blach died June 21, 1928. On June 29, 1928, his will was admitted to probate and letters testamentary granted to the First National Bank of Birmingham. By his will Samuel Blach conferred powers on the Bank both as executor and as trustee and directed that after the payment of his debts, the remainder of his estate should be the subject of a trust to be administered by the Bank as trustee. The pertinent portion of his will is as follows:

“(d) So long as my sisters, Sallie Blach and Flora Blach survive, the trustee shall pay to them, and to the survivor of them, and in the event my sister, Millie B. Sander becomes a widow, to her, out of the income of my estate, and if the income be not sufficient therefor, out of the principal thereof, annually the sum of Ten Thousand Dollars ($10,000.00) each, such payments to be made in such sums and at such times as my sisters, or either of them, may respectively request. The trust shall be considered as dating from my death and my executors are directed to make the payments herein provided for pending the delivery of the assets of my estate to the trustee.
“(e) On the death of both of my said ■sisters, Sallie Blach and Flora Blach, and ■of my sister, Millie B. Sander; if she becomes a widow before the death of the survivor of said Sallie Blach and Flora Blach, the trust hereby created shall terminate and end, and the trustee shall then divide the trust estate between my brothers Simon Blach and Colman Blach and my sisters Berdie Lowenstein (and Millie B. Sander if said Millie B. Sander be then living and is a widow), and if any of them be dead at that time leaving child or children, the child or children surviving at that time shall take the interest of their deceased parent.
“It is my intention that my sister, Millie B. Sander, shall not receive anything from my estate during the lives of Sallie Blach and Flora Blach unless she shall become a widow during such period. In the event she does become a widow, whether before Or after my decease but during the lifetime of Sallie Blach or Flora Blach, she shall receive, during her life time, the benefits of the provision made for her in paragraph ‘d’ of Section Second hereof.”

Samuel Blach left no widow, child or parent surviving. His next of kin are shown as follows:

1. Simon Blach (brother who died March
14, 1936)
(a) Mervin A. Blach, son
(b) Julius Blach, son
2. Colman Blach (brother who died April
12, 1943)
(a) Rosalie Blach (widow)
(b) Jean B. Adams (daughter)
(c) Tekla B. Wolf (daughter)
(d) Ralph C. Blach (died in 1938 prior
to Colman Blach)
(d-1) Ralph C. Blach, Jr. (son of Ralph C. Blach)
(d-2) Ivan K. Blach (son of Ralph C. Blach)
(d-3) Colman Blach II (son of Ralph C. Blach)
3. Sallie Blach (sister)
4. Flora Blach (sister)
5. Berdie Lowenstein (sister)
6. Millie B. Sander (sister)
7. Max Blach (brother died in 1944)
(a) Harold B. Blach
(b) Alma B. Loeb

It should be noted that Colman Blach II, appellant’s ward, is a grandson of Colman Blach, who was a brother of the testator and a co-beneficiary upon the termination of the trust created under the will, provided there are any trust assets remaining at the termination of the trust.

The administration of the estate has never been completed. Accordingly the trustee has not taken charge of the estate.

The bill of complaint in the present case was filed in equity by the First National Bank of Birmingham in its capacity as executor under the will of Samuel Blach, deceased. Copy of the wili is attached, as Exhibit A, and made a part thereof. The *78 next of kin of the decedent are named as respondents therein. All are of age except Colman Blach II, the ward of appellant.

The bill alleges that the estate owes approximately $60,000, and sets forth the assets of the estate. It alleges that under paragraph (d) of the will the respondents, Sallie Blach and Flora Blach, were bequeathed an annual legacy of $10,000 to each and that the unpaid accumulated annuities, after crediting certain payments thereon, amount to approximately $268,000 at the time of the filing of the bill. The bill further alleges that Sallie Blach and Flora Blach claim that the unpaid accumulated annuities far exceed the value of the assets and that the other beneficiaries will not receive anything from the estate in any event.

The original bill, among other things, seeks the removal of the administration of the estate to the equity court and prays that after payment of the debts owing by the' estate, the assets of the estate be turned over to Sallie Blach and Flora Blach in satisfaction of their accumulated annuities, it being alleged that Sallie Blach and Flora Blach propose to advance cash in the amount of $60,000 in settlement of the indebtedness owing by the estate, provided all of the remaining assets of the estate shall be turned over and transferred to them in satisfaction or partial satisfaction of their annuities accrued to date. The original bill concludes with a prayer for general relief.

By amendment to the bill the complainant alleges that there has been actively asserted the contention that the annuities provided for in paragraph (d) are not cumulative and are not proper charges against the assets of the estate until the debts of the estate shall have been paid in full and that complainant has not so construed the will and since the determination of the question is vital to the proper administration and distribution of the estate, complainant seeks a declaratory judgment construing the meaning of paragraph (d).

The administration was duly ordered removed to the Circuit Court in Equity.

All the respondents except Tekla B. Wolf, against whom a decree pro confesso was rendered, and except the three grandsons of Colman Blach, filed answers admitting the allegations of the bill. The three grandsons denied the averments of the bill. The appellant, as guardian ad litem of Colman Blach II, made his answer a cross-bill, which not only denied the allegations of the bill, among other things expressly denying that the annuities were cumulative, but in effect (1) charged that there was a conspiracy between the Bank and certain of the respondents to prevent the three sons of Ralph Blach from sharing in the distribution of the estate; (2) questioned the validity of the debts of the estate; (3) attacked the partial settlements previously made by the Bank; and (4)' sought an accounting from the Bank.

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Cite This Page — Counsel Stack

Bluebook (online)
22 So. 2d 435, 247 Ala. 74, 1945 Ala. LEXIS 346, Counsel Stack Legal Research, https://law.counselstack.com/opinion/benners-v-first-nat-bank-of-birmingham-ala-1945.