Buchanan v. Willis

255 S.W.2d 8, 195 Tenn. 18, 31 Beeler 18, 1953 Tenn. LEXIS 295
CourtTennessee Supreme Court
DecidedJanuary 15, 1953
StatusPublished
Cited by2 cases

This text of 255 S.W.2d 8 (Buchanan v. Willis) 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
Buchanan v. Willis, 255 S.W.2d 8, 195 Tenn. 18, 31 Beeler 18, 1953 Tenn. LEXIS 295 (Tenn. 1953).

Opinion

Mr. Justice Tomlinson

delivered the opinion of the Court.

In 1936 J. H. Cobb and wife, Lena, executed in testamentary form what is commonly called a joint will.. Upon Mr. Cobb’s,death in 1942 this instrument was probated as his will, and his estate administered. Mrs.. Cobb died in 1950. In due course thereafter the heirs of Mr. and Mrs. Cobb, respectively, filed this bill under the declaratory judgment statute for the purpose of procuring a decree adjudging this instrument void for each of several reasons. The Chancellor sustained the instrument as the valid wills of Mr. and Mrs. Cobb, respectively. The ease is here on complainants’ appeal.

One insistence of appellants is that this instrument “is a joint testamentary instrument, treating the property as jointly owned and as a common fund and not separate property separately disposed of so as to take the character of the Will of each independent of the other”. They refer to Epperson v. White, 156 Tenn. 155, 299 S. W. 812, 57 A. L. R. 601, and Richmond v. Richmond, 189 Tenn. 625, 227 S. W. (2d) 4, as cases supporting this insistence.

The will, insofar as pertinent to the insistence stated, is as follows:

‘ * * * do hereby make and publish this our joint last will and testament, hereby revoking and making void any and all former wills heretofore made by us or either of us.
“First: We direct that all our just debts and funeral expenses be paid out of any property which may be owned by either of us at the time of our respective deaths, as soon as practicable.
[21]*21“Second: We hereby direct and it is our desire that all the real property of which either of ns may be seized and possessed, as tenants in common, or otherwise, at the time of the decease of either of ns, shall pass to and shall be held and enjoyed by the survivor for and during his or her natural life, * * *.
ft ft ft ft ft ft
“We hereby direct that it is our further desire that such survivor shall become vested with the absolute title to and shall become absolute owner of any and all personal property owned by decedent, at the time of his or her death.
“We further direct that any and all personal property of which the survivor of this will may be the owner at the time of his or her death, is bequeathed to each Church herein mentioned situated in the County wherein the personal property may be located at the time of such death and shall pass to the Trustees or their successors in trust in such Church, to be used in the manner aforesaid.
ft ft ft ft ft ft
“Third: Upon the decease of the survivor, it is our desire that our property shall be disposed of, and the same is hereby devised and bequeathed as follows:”

In the case of Popejoy v. Peters, 173 Tenn. 484, 121 S. W. (2d) 538, a Mr. and Mrs. Donehew executed a joint will very similar in its disposing clauses to the above quoted disposing .clauses of the Cobb will. The Court sustained it as the valid will of each, saying 173 Tenn. at pages 486-487, 121 S. W. (2d) at page 539: “We see no reason why this will could not have been [22]*22probated as a separate disposition of the property of Gr. V. Donehew at Ms death and again probated as a separate disposition of the property of Emly Donehew at her death. * * # the circumstance that two wills were written on the same piece of paper was not a matter of any consequence.”

By the Cobb will under consideration in the instant case each testator gives to the survivor all the personal property of the one first dying after payment of debts. The survivor of the two gives to named trustees for the benefit of specified churches all personal property which such survivor may own at the time of his or her death. Each testator gives to the survivor a life estate in any realty which may be owned at the time of death by the one first dying. Therefore, counsel for appellants are mistaken, we think, in their insistence that Mr. and Mrs. Cobb did not treat their respective properties as separately owned, or separately disposed of by this will. To the contrary, each did make a separate disposition of his or her property, effective immediately upon the death of the one owning such property. That was not true as to the wills involved in the Epperson and Richmond eases, supra.

We think there is no escape from the fact that the will in the case now at bar comes squarely within Popejoy v. Peters, supra, and must be sustained as the valid will of Mrs. Cobb unless invalid for some one or more of the other reasons assigned by appellants.

Described parcels of real estate are devised to named trustees and their successors for the use and benefit “of the Church of Christ worshiping at Manchester, Tennessee”. Described parcels of real estate are likewise devised to named trustees and their successors for the use and benefit ‘ ‘ of the Church of Christ [23]*23worshiping at Fairfield, Bedford County, Tennessee”. With the exception of a residence owned by Mrs. Cobb all of, the real, estate so devised to these trustees for the benefit of these Churches was real estate owned by Mr. and Mrs. Cobh as tenants by the entirety. Since she survived her husband all this real estate passed into the trust under her will. Such was the situation as to part of the property involved in Popejoy v. Peters, supra. As to that property the Court said: “Insofar as the instrument undertakes to dispose of the estate by the entirety, it could have no effect anyhow on the death of the first testator. In this particular, it could only be effective as the will of the survivor ’ ’.

It is conceded that the devises to the trustees for the Churches are public charitable trusts. It is insisted, however, that these trusts are invalid because of the following provisions:

“It is the desire of the testators of this Will that the beneficiaries of the same, that is to say said Churches, and or Trustees thereof shall be composed of congregations or persons who adhere rigidly to the work and worship of congregations as required by the New Testament, and who stand opposed to all innovations and devices of men, such as the organ and other instruments of music in connection with the worship, and any other society other than the Church of Christ in carrying out the work of God.
“In the event of any departure from the New Testament teachings by either of said Churches or by those handling the trust funds described in this will, such funds shall be transferred to and become the property of the Elders or Trustees of the congregation nearest by in each county referred to above, who most rigidly adhere to the requirements of the New [24]*24Testament. That is to the nearest Church of Christ congregation. ’ ’

It is argued for appellants that people differ radically in their respective views as to what the New Testament teaches. • It is insisted, therefore, that this trust is void because it does not define the charitable uses to which the trust property is to be applied with sufficient definiteness to be judicially enforced.

Charitable trusts have often “been sustained, in cases, where, if the trusts had been for other objects, they would have been void for uncertainty”. Ratto v. Nashville Trust Co., 178

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Related

Boucher v. Bufford
494 S.W.2d 503 (Court of Appeals of Tennessee, 1971)
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107 N.W.2d 689 (Supreme Court of Iowa, 1961)

Cite This Page — Counsel Stack

Bluebook (online)
255 S.W.2d 8, 195 Tenn. 18, 31 Beeler 18, 1953 Tenn. LEXIS 295, Counsel Stack Legal Research, https://law.counselstack.com/opinion/buchanan-v-willis-tenn-1953.