Cook v. Morton

47 So. 2d 471, 254 Ala. 112, 1950 Ala. LEXIS 517
CourtSupreme Court of Alabama
DecidedMay 18, 1950
Docket8 Div. 517
StatusPublished
Cited by19 cases

This text of 47 So. 2d 471 (Cook v. Morton) 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
Cook v. Morton, 47 So. 2d 471, 254 Ala. 112, 1950 Ala. LEXIS 517 (Ala. 1950).

Opinion

STAKELY, Justice.

Mollie Cook (appellant) filed a bill in equity against Malinda Jane Morton (appellee) to construe the will of Dr. D. A. Morton, deceased, and through that construction to establish, a boundary line between the land devised to Malinda Jane Morton and land devised to Mollie Cook. The complainant is a daughter of Dr. D. A. Morton, deceased, by his first marriage and respondent is the widow of the decedent.

Dr. D. A. Morton died August 12, 1936. His will, which was executed January 25, 1936, was probated September 19, 1936. A copy of the will is attached to the bill as an exhibit and is made a part thereof. Paragraphs 2 and 3 of the will are as follows.

“2. I hereby give, devise and bequeath to my beloved wife, Malindá Jane Morton, my dwelling house and lot in Boaz, Alabama, where we now reside including all furniture contained therein; also my brick storehouse and warehouse on Main Street in Boaz, Alabama; also my Plymouth automobile, also my shares of stock and all interest in the Farmers Warehouse and Gin Company, at Boaz, Alabama, and all of my live stock, one high frequency machine, one iron safe; one diiptherepy lamp, also all proceeds from all of my life insurance policies.
“3. I give, devise and bequeath to my daughter, Mollie Cook, the house and lot known as my old home house and lot, in Boaz, Alabama, now occupied at this time by J. V. Niles and family, which property is bounded on the north by line running due west from northwest corner of barn located on said lot.”

The will was drafted by M. C. Sivley, an attorney of Gadsden, Alabama, and an old friend of the testator. It is very seriously insisted by appellant that certain memoranda and a rough plat in the handwriting and on the stationery of Dr. D. A. Morton and found in an envelope with the will after the death of Dr. D. A. Morton, should be considered by the court in construing the will. There is no reference to the memoranda or plat in the will. As we shall see the court refused to consider the memoranda and also refused to consider the plat. We set out the memoranda as follows. It will be observed that “Malinda”, the wife’s name, and “Mollie & Abe”, the names of the daughter and her husband, appear beside the respective descriptions of the real estate.

*115 “Brick búngalo home Brick Storehouse & warehouse Farmers Warehouse stock Automobile — and all personal property

All real estate from W. H. Bynum resident or house lot down to a point on east side Main Street, as far as a point on sidewalk due west of the northwest corner of barn and strait east from above mentioned point on sidewalk on east side of property on railroad right of way.

Malinda

“One house and lot joining above described house and lot on the south and containing all land from above described brick búngalo down to the Mrs. Den-son concrete resident lot and back to railroad property and also down to the McPherson paster property.”

Mollie & Abe

The plat followed the foregoing descriptions in the memoranda.

Prior to the trial of the case at bar a contest of the will of Dr. D. A. Morton, deceased, was instituted by the appellant here in the Circuit Court of Calhoun County. Cook v. Morton, 241 Ala. 188, 1 So.2d 890. On that trial there was testimony in connection with the execution of the will. By agreement excerpts from the transcript of the evidence of that case were introduced into the trial of this case. The testimony of M. C. Sivley was taken on the contest of- the will. There is no need to set it out in detail because of the view which we take of the case. Suffice it to say that he went to the hospital where Dr. D. A. Morton was being treated at the latter’s request and discussed with him the matter of a will. He advised Dr. Morton that it would be necessary for him first to determine just how he wanted to devise his property. Later he returned and was furnished memoranda by Dr. D. A. Morton. He then prepared the will which Dr. D. A. Morton signed “word for word as he had written it.” However on cross-examination tendencies of his testimony show that the memoranda and draft of plat to which we have referred were the only papers which he received from Dr. Morton, that he turned over everything which he received to either Dr. Morton or Mrs. Morton and these particular documents were placed in an envelope with the will. We have referred to this testimony briefly because it is the contention of appellant (1) that the memoranda and plat to which we have referred served as a guide to M. C. Sivley in drafting the will or (2) even if M. C. Sivley did not have before him the particular information given by these documents, these documents were properly before the court and should have been used by the court in determining the intention of the testator.

Attached to the answer of the respondent as an exhibit and made a part of the answer is a diagram, which, omitting consideration of the boundary line here involved, shows the property of Dr. D. A. Morton as it was at the time of his death. The diagram will appear in the report of the case. It will be noted that the property is bounded' on the north by the Bynum property, on the east by the railroad right-of-way, on the-south by the Denson property and on the west by Main Street. The diagram shows the lot which the testimony shows was occupiéd by the testator at the time of his-death. It includes the orchard, the pasture and his garden. The diagram also shows-the lot which the evidence shows was occupied by J. V. Niles and family at the' time of testator’s death. It is bounded on the east by the fence as shown, on the-south by the Denson property and on the west by Main Street. The north boundary-line of the lot occupied by J. V. Niles- and family is the principal question in this-case. If this line is established in accordance with the language of the will alone, it runs “due west from northwest corner of barn located on- said lot.” If the will' should be construed with the description-contained in the documents found in the-envelope it should be established from “a point on sidewalk due west of the northwest corner of barn and strait east from-above mentioned point on sidewalk on east side of property on railroad right of way.” It is obvious that if the latter description prevails the lot devised to Mollie Cook will. *116 include the part of the pasture which lies to the rear of house occupied by J. V. Niles.

The cardinal rule of construction is that the intention of the testator must be ascertained and given effect. Without question the descriptive language in the will presents a latent ambiguity as to what constituted the dwelling house and lot where the testator was residing with his wife at the time of his death. Also the will presents a latent ambiguity as to what constituted at the time of testator’s death the “house and lot known as my old home house and lot occupied at this time by J. V. Niles and family.” It was proper to remove these latent ambiguities by appropriate parol evidence to identify these properties and to give these descriptions the meaning which the testator intended they should have. Achelis v. Musgrove, 212 Ala. 47, 101 So. 670; Wiley v. Murphree, 228 Ala. 64, 151 So. 869.

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Bluebook (online)
47 So. 2d 471, 254 Ala. 112, 1950 Ala. LEXIS 517, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cook-v-morton-ala-1950.