Brannon v. Mercer

138 Tenn. 415
CourtTennessee Supreme Court
DecidedSeptember 15, 1917
StatusPublished
Cited by3 cases

This text of 138 Tenn. 415 (Brannon v. Mercer) is published on Counsel Stack Legal Research, covering Tennessee Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brannon v. Mercer, 138 Tenn. 415 (Tenn. 1917).

Opinion

Mr. Justice Williams

delivered the opinion of the Conrt.

The hill of complaint was filed in support of a claim under the will of Mrs. Martha Sundferland, who was childless, to an interest iñ a farm, at this time of the approximate value of $18,000, and at the date of the death of the testatrix .of the value of about $8,000. Complainants are the legatees named in the third and last codicil to the will, Mary Louisa (Talbott) Brannon and others, who contend that a, default was made in the payment of their legacies, which payment was imposed upon Mrs. Blanche Raymond Robinson, as devisee, and that thereupon by the terms of the fourth clause said tract of land devised in remainder to the latter should 0 be sold, and the proceeds divided, complainants to share in the distribution to the extent of two-thirds thereof.

The defendants claim under Mrs. Blanche R. Robinson, the devisee, who died without issue.

The principal contention of the complainants is that the remainder estate was devised to Mrs. Robinson, after the death of the husband of testatrix and Alice Robinson, sister of the testatrix, upon condition precedent, and that it was intended that it should not vest in Jier unless and until she paid their legacy, sums. The defendants insist that the stipulation was a condition subsequent,

[419]*419The original will is dated November 2, 1886, and its pertinent clauses are as follows:

By the first clause of her will the testatrix gives her husband, J. E. Snnderland, a life estate in what is known as the A. 0. Watkins farm, a portion of which is involved in this controversy.

By the third clnse of the will the testatrix gives to her sister, Alice Robinson, a life estate in the farm mentioned in the first clause after the falling in of the life estate given to the husband. Alice was the mother of Blanche Raymond Robinson, named in the next clause.

The fourth clause of the will, being the clause involved in this litigation, is in the words and figures .following, to wit:

“After the death of my husband and that of Alice Robinson, on condition that niece Blanche Raymond Robinson will pay to my nieces, Mary Melissa and Martha Louisa Talbott, the sum of one thousand dollars each, I do will and devise, to her, the said Blanche R. Robinson, for her sole and separate use, behoof and benefit, a tract of land situated [here describing it], being a portion of the hereinbefore described farm where .1 now reside, and in the first clause of this will devised to my husband for life, and in the third clause to Alice Robinson for life. Should Blanche Raymond Robinson decline or refuse to pay to Mary Melissa and Martha Louisa Talbott the sum of one thousand dollars each, then it is my will and I so declare, that the devise hereinbefore máde to her, the said Blanche R. Robinson, shall be null and void; [420]*420and I hereby direct that the tract of land hereinbefore devised’to her shall he sold and the proceeds of said sale be equally divided between her, the said Blanche R. Robinson, and Mary Melissa and Martha Louisa Tal-bott. ’ ’

On the 28th day of December, 1900, said testatrix added a codicil to the will, as follows r

'4It is my will that my niece, Blanche Raymond Robinson, shall pay to Martha Lou Bradley and Holland E. Bradley, or their guardian, the sum of one thousand dollars, said sum being the amount devised in the fourth clause of my will to my late niece, Mary Melissa Talbott, the payment of which was required of said Blanche R. Robinson. It is my will, and I so declare, that the said Blanche R. Robinson shall have three years after the time of my death in which to pay the said thousand dollars.”

The effect of this codicil was to substitute Martha Lou Bradley and Holland E. Bradley in the place of Mary Melissa (Talbott) Bradley, their deceased mother, to whom it was originally provided that Blanche R. Robinson should pay $1,000.

On November 16, 1901, the testatrix added a third codicil to the will, which is as follows:

Changing item 4 of said will by “directing my executor to pay thát part of my estate, which is one thousand dollars, that I intended for my niece Mary M. Tal-bott, to my great-nieces, Mary Talbott and Latishan Talbott, each one hundred and twenty-five dollars, also four hundred and fifty dollars to my nephew William [421]*421Talbott, and to my great-nephew, Thomas L. Robinson, three hundred dollars. All of said money to come out of that part of real estate intended for my niece, Mary M. Talbott.”

The effect of this third codicil was to substitute the persons named therein for the two Bradley children, provided for in the second codicil.

The chancellor held that the condition was one subsequent, and that there had been no refusal on the part of the devisee in remainder to pay the legacies. On appeal, the court of civil appeals divided on the question of the nature of the condition three to two, the majority holding with complainants ’ insistence, that the remainder was to vest on a condition precedent, and that court ruled that there had been a refusal to pay the legacies.

The problems for solution may be better understood in the light of these additional dates: The. testatrix died November 18,1901. Jesse E. Sunderland, her husband and the life tenant, survived until July 21, 1912. Mrs. Alice Robinson, the first remainderman, died July 3, 1910. Blanche R. Robinson, the daughter of Alice and second remainderman, died May 5, 1903. The bill of complaint was filed September 4, 1913.

There are certain rules for the construction of wills that will aid in the determination of the vestiture of the remainder estate devised to Blanche R. Robinson, whether on condition precedent or subsequent. There are no technical words that necessarily import a condition precedent rather than a condition subsequent, but the same words may indifferently indicate either [422]*422according to the intention of the testator gathered from the entire will and the surrounding facts ;the test being whether the testator “ intended that a compliance with the requisition annexed to the estate devised should be a condition of its acquisition or merely of its. retention. ’ ’ Some of the canons are:

(a) Courts do not favor the abeyance of estates, but incline towards that construction which will give the devisee a vested estate; therefore they favor conditions subsequent, rather than conditions precedent, when that construction may be given fairly and unforced.

(b) Remainders are, in case of doubt, construed as vested rather than contingent. When the doubt is as to whether words of condition apply to the gift itself or to the time of payment, the inclination is to apply them to the time of payment.

In addition there are certain indicia which, while not canons, strictly speaking, aid in such determination.

(a) If the act to be done does not necessarily precede the vesting of the estate, but may accompany it or follow it, if this is to be collected from the whole will, the condition is subsequent. Finlay v. King, 3 Pet., 346, 7 L. Ed., 701; Bowden v. Walker, 4 Baxt. (63 Tenn.), 600.

(b) If the devise be in words of'the present tense and no contrary intent appears, it imports an immediate or vested interest.

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138 Tenn. 415, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brannon-v-mercer-tenn-1917.