Cooper v. Birmingham Trust & Savings Co.

28 So. 2d 720, 248 Ala. 549, 1947 Ala. LEXIS 543
CourtSupreme Court of Alabama
DecidedJanuary 16, 1947
Docket6 Div. 446.
StatusPublished
Cited by5 cases

This text of 28 So. 2d 720 (Cooper v. Birmingham Trust & Savings Co.) 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
Cooper v. Birmingham Trust & Savings Co., 28 So. 2d 720, 248 Ala. 549, 1947 Ala. LEXIS 543 (Ala. 1947).

Opinion

*553 FOSTER, Justice.

The question on this appeal relates to the proper interpretation of the will of Sallie E. Hunley, deceased, which created a trust with the Birmingham Trust and Savings Company, as trustee. She died July 7, 1922. The trustee filed this bill to have certain features of the will construed so that it may be sure of its duty in the administration of the trust. At present the purpose is to make it certain as to the proper distribution of the income, since the event has not occurred which requires a termination of the trust and distribution of the corpus. The property in question was devised to the trustee in trust for the purposes, and with the power stipulated. The net income is first taken care of: then upon the termination of the trust, the corpus is directed to be distributed. We are not now directly concerned with a distribution of the corpus, but its provisions are appropriate for reference in interpreting the feature disposing of the income. In fact the entire will and all its' features are proper for consideration.

The cause was submitted on answer of the adult residents, admitting the facts alleged in the bill, and on decree pro confesso against the adult non-residents, and the answer of the guardian ad litem for the minors denying the allegations, and on testimony, taken by deposition, as to which there is no conflict.

The blood kin of testatrix and their status at the time of the filing of the bill are as follows:

She had two children (1) Kathleen H. Cunningham, who died January 19, 1945, and who had one child Susie Cunningham Wilson Kendrick, who died April 12, 1940, before her mother, and left two children Kathryn H. Kendrick and Esther Kendrick, residents of Philadelphia, Pennsylvania.

(2) Richarri Forney Hunley, who died July 5, 1943, and who left no descendants, but a widow named Mabel C. Hunley, who is still living.

Testatrix also had two sisters: (1) Jennie Porter Ellis who is still living. (2) Mary C. Stiles, who died March 25, 1942: she had four children, (a) James Edmonds Stiles, still living; (b) Mitchell Porter Stiles died March 23, 1940, and left surviving him one child, Porter H. Stiles, and no other descendants; (c) Will Burt Stiles died February 26, 1927, leaving no descendants; (d) Mary Stiles Locke died September 25, 1934, leaving two minor children, Charles O. Locke, Jr., and Mae Porter Locke.

The trust was to terminate at the death of both of her children and of Mabel C. Hunley, the widow of her son. Both children are dead now, but Mabel C. Hunley is not, so that the trust is continuing. While it continues, the trustee is seeking instructions from the court as to the proper distribution of the income dependent upon a construction of the will as applied to the present status of the beneficiaries according to its terms.

Item 3(b) provides for an equal distribution of the income between her daughter and son named above; and 3(c) that if the son should die before the termination of the trust, leaving no children: surviving, then in that event her daughter Kathleen Hunley Cunningham shall be entitled to all the net income during her life, except out of what had been the son's share his widow, Mabel C. Hunley, is to receive $300 annually as long as she lives.

As we have shown, her son Richard Forney Hunley died in 1943, and left no’ children nor descendants. Therefore Kathleen H. Cunningham, the daughter of testatrix, became entitled to receive all the income (except $300 a year for Mabel C. Hunley) during her life. She died January 19, 1945, and after her death there is uncertainty thought to exist as to the1 proper distribution of the income. The daughter Kathleen H. Cunningham had a. daughter by the name of Susie Cunningham Wilson (later she married Kendrick).

*554 There was shown to have been some adverse feeling between the testatrix and this daughter of Kathleen H. Cunningham. Still with reference to income, Item 3(c) further provided that if her daughter should die before the termination of the trust, “leaving no child or children hereafter born to her surviving her,” all the net income which she would have been entitled shall go to her son during his life ; but if she should leave surviving her a child or children hereafter born to her such child or children shall receive her share, but that Susie C. Wilson is to receive no part of the income. The daughter Kathleen had no other child born to her thereafter, and Susie C. Wilson died before Kathleen leaving two children.

Said item also provided that if the daughter should die leaving no child surviving her except Susie C. Wilson, which she did, and the son should die leaving no child or children surviving him, before the death of Mabel C. Hunley, which he did, all the net income of the trust up to the time of the death of Mabel C. Hunley, except $300 a year for Mabel C. Hunley, shall be paid to her two .sisters, Mary C. Stiles and Jennie Porter Ellis, share and share alike, “and if either of them be dead, the child or children of the deceased shall take the share which the parent would have taken to be divided as hereinafter set forth.”

The matter “hereinafter set forth” apparently refers to some clauses in item 3(d) with reference to a disposition of the corpus on the termination of the trust, also made applicable to income. After providing that on the contingencies named, the corpus should be divided between her two sisters named above, it is provided that in the event of the death of her sister Mary C. Stiles at the time of the division, her share shall go to her children share and share alike, except that her son James Edmonds Stiles shall receive twice as much as each of the other children, “and in like manner is a division to be made of the income to which my sister Mary C. Stiles would be entitled to if living under the provisions of (c) of this item.”

Also it is provided that if her sister Jennie Porter Ellis is dead at the time of division her share should go to her children (she had four all alive), share and share alike, except that two of them Mildred and Ann shall receive twice as much as the others, and in like manner the income prior to termination of the trust should be apportioned on that contingency.

In (d) it is also provided that on the termination of the trust Susie C. Wilson shall receive $50, which is all she is to receive out of the trust property. Susie C. Wilson was a grand-daughter of testatrix and a daughter of Kathleen H. Cunningham, a daughter of testatrix. In making provision to occur after the death of Kathleen, testatrix specifically referred to a child or children “hereafter born to her surviving her.” That and other clauses expressly excluded Susie C. Wilson.

We think it undoubtedly also excluded the children of Susie C. Wilson. Testatrix only included the children of Kathleen thereafter born. These grandchildren were in no sense included in that description. And they are making no such contention in this case. And since Richard Forney Hunley, her only son, died before Kathleen, leaving no children or descendants, the beneficiaries on the death of Kathleen, January 19, 1945, were her two sisters, Jennie Porter Ellis and Mary C. Stiles, if living at that time. Jennie Porter Ellis was then and still is living. Mary C. Stiles was then dead, and left only one child living at the time of the death of Kathleen H. Cunningham, January 19, 1945.

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Bluebook (online)
28 So. 2d 720, 248 Ala. 549, 1947 Ala. LEXIS 543, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cooper-v-birmingham-trust-savings-co-ala-1947.