Betts v. Renfro

148 So. 406, 226 Ala. 635, 1933 Ala. LEXIS 450
CourtSupreme Court of Alabama
DecidedMay 18, 1933
Docket5 Div. 132.
StatusPublished
Cited by14 cases

This text of 148 So. 406 (Betts v. Renfro) 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
Betts v. Renfro, 148 So. 406, 226 Ala. 635, 1933 Ala. LEXIS 450 (Ala. 1933).

Opinion

GARDNER, Justice.

N. F. Renfro died February 25, 1927, leaving a last will with codicil thereto, which appear in the report of the case, and which was duly probated March 12,1927. The will bears date of March 29, 1924, at which time testator’s wife and four children were living, one of whom was the daughter Myrtis Renfro Varner, a beneficiary under the will with equal share in the estate as the other three children.

The will as originally drawn provided for the estate to be managed by the executors and held together for a period of ten years before distribution, the annual income to 'be paid, two-fifths to the widow and the remaining three-fifths to be equally divided among the four named children.

It is conceded that it may be reasonably inferred the estate was of some magnitude, and it is evident the will was drawn by a skilled hand. The testator was careful to provide that, if at the time of distribution any of the *639 named beneficiaries should he dead, the equal division was to be among the survivors, unless there should be then living a lineal descendant of either of the named children, in which event such descendant would take in the distribution the share which would have been taken by its or their ancestor.

In subdivision 1 of item 3 of the will was a provision for keeping the estate together for ten years after testator’s death, and “thereafter until written request is made for distribution as hereinafter provided”; and in item 5 the matter of distribution is dealt with more particularly with reference to the ten-year period and written request of the wife or either of the four children.

But, after the execution of this will, and on March 5, 1926, testator’s daughter, Myrtis Renfro Varner, died, leaving two minor children, viz. Jule Varner and William David Varner, and her husband, Julian Morgan Varner, surviving. It is evident that, to meet this changed situation, testator on November 22, 1926, executed the codicil to his will. By the terms of this codicil, it is first stipulated that subdivision 1 of item 3 of the will be changed so as to substitute a period of five years instead of ten years that the estate be kept together as in the will, and the changed provision omits any reference to the matter of written request for distribution.

Testator next revokes the bequest and devise to his daughter Myrtis Renfro Varner, and makes the division between the three children then surviving. Then follows the third item of the codicil (constituting the subject matter of this litigation), wherein the testator gives to his two grandsons, David and Jule Varner, sons of this deceased daughter, Myrtis Renfro Varner, the sum of $5,-000 each, to be paid out of his estate when divided at the expiration of the five-year period.

Some time after the probate of the will, and on December 3,1930, the minor grandson Jule Varner died intestate, and on March 22, 1932, Julian Morgan Varner, the surviving husband of Myrtis Renfro Varner (but who had remarried), also died intestate, leaving surviving his widow, Jessie B. Varner, and his son, David Varner. W. A. Betts, as administrator of the estate of Julian Morgan Varner and William David Varner by his guardian, Charles M. Varner, are parties complainant to this bill.

More than five years have elapsed, and the executors, upon demand, decline to pay these pecuniary legacies. They insist the gift to the grandsons under the third item of the codicil were never vested, but.contingent upon their survival of the "five-year period, and that, therefore, the estate of Jule Varner is entitled to nothing. Or, failing in this contention, it is urged that, if these legacies became vested, they were nevertheless subject to survivorship for the five-year period, and that as to Jule Varner he took a defeasible estate or interest which was defeated by his death prior to the expiration of said period. McGlathery v. Meeks, 219 Ala. 89, 121 So. 67. And, in any event, it is argued the payment of such legacies would be premature, as there has been no written request by the widow or any of the testator’s children named in the will for a distribution of the estate.

The cardinal rule, and one above all others for the construction of wills, is to ascertain the intention of the testator, and give it effect if not prohibited by law. O’Connell v. O’Connell, 196 Ala. 224, 72 So. 81. Rules of construction are adopted as an aid to the court in ascertaining the intention of the testator when doubtful from the provisions of the will, but the intention of the testator is always the polestar in the construction of wills. O’Connell v. O’Connell, supra.

A familiar rule of construction is that the law favors a vested rather than a contingent estate (McGlathery v. Meeks, supra), and another equally familiar that, where a codicil is made to a will in which is declared a deliberate purpose to change the will, the courts must observe with care the mandates of the codicil embodying the change. Smith V. Smith, 157 Ala. 79, 47 So. 220, 25 L. R. A. (N. S.) 1045.

“The law favors the construction by which the estate is regarded as vested rather than contingent, or by which it will become vested at the earliest moment; and this time is usually at the death of the testator. * * * In Duncan v. De Yampert, 182 Ala. 528, 62 So. 673, it is declared that the intent to postpone the vesting of an estate must be-clear, and not arise from mere inference or construction.” Pearce v. Pearce, 199 Ala. 491. 74 So. 952, 954.

In Crawford v. Carlisle, 206 Ala. 379, 89 So. 565, 566, the general rule is summarized in the tenth headnote as follows: “If futurity is annexed to the substance of a gift, it is ‘contingent’; if merely annexed thereto as the time of payment, enjoyment or delivery of possession, it is ‘vested.’ ” See, also, High’s Adm’r v. Worley’s Adm’r, 32 Ala. 709 ; Andrews v. Russell, 127 Ala. 195, 28 So. 703; Crawford v. Engram, 153 Ala. 420, 45 So. 584.

These rules of construction appear to be in harmony with the natural and logical interpretation of the language of the codicil. In the will as originally drawn, the daughter, Myrtis Renfro Varner, shared equally with the other children. But upon her death the testator determined upon a different course, and did not see fit to place her two sons in her stead. Their father was then living, and doubtless he saw no necessity for provision for their support during the five-year period, and he evidently decided upon a lump sum of money for each with no further interest in the estate. The codicil was drawn with the same *640 skill and care as the original will, and it makes these gifts absolute and certain with no qualifications whatever attached thereto, save the i>ostponement of their payment'unlil after the five-year period.

Dealing with his own children and the distribution to them of his estate, he was careful to provide against the death of any one of the beneficiaries, but evidently did not consider these pecuniary gifts (doubtless much less than each would have received had the grandsons gotten their mother’s share of the estate) as of such importance as to demand such special care, especially in view of their youth.

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Bluebook (online)
148 So. 406, 226 Ala. 635, 1933 Ala. LEXIS 450, Counsel Stack Legal Research, https://law.counselstack.com/opinion/betts-v-renfro-ala-1933.