Cross v. Manning

202 S.W.2d 584, 211 Ark. 803, 1947 Ark. LEXIS 618
CourtSupreme Court of Arkansas
DecidedJune 2, 1947
Docket4-8221
StatusPublished
Cited by16 cases

This text of 202 S.W.2d 584 (Cross v. Manning) is published on Counsel Stack Legal Research, covering Supreme Court of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Cross v. Manning, 202 S.W.2d 584, 211 Ark. 803, 1947 Ark. LEXIS 618 (Ark. 1947).

Opinion

Ed F. MoFaddin, Justice.

Mr. Sam V. Bracy, Sr., executed his last will and testament on August 26, 1942. He departed this life on August’ 7, 1946, and his will was admitted to probate on August 27, 1946. Various interested parties filed this suit on January 11, 1947, seeking a construction of paragraph 11 of the will. All persons who could possibly take under any construction of the will were joined either as plaintiffs or defendants. The prayer of the complaint was:

“(a) That paragraph eleven of the will of Sam V., Bracy, Sr. be construed by this court; (b) that if it be found that a valid trust was created by said will, said trust be terminated, the property be sold, and the j>roceeds of sale be divided among the beneficiaries of the trust in proportion to their respective interests as determined by the court; (c) that if it be found that a valid trust was not created by the said will, title to said property be quieted in the owners thereof as determined by the court; (d) for all other relief to which the parties hereto may be entitled.”

After hearing the evidence, the chancery court found that paragraph 11 was “void as violating the rule against perpetuities ’ ’; and entered a decree reading:

‘ ‘ That paragraph eleven of the will of Sam V. Bracy, Sr., deceased, be and it is hereby declared to be void and of no effect. It is further ordered that the title to the above-described property be and it is hereby quieted in the heirs at law of Sam Y. Bracy, Sr., as follows: An undivided one-third interest in Sam V. Bracy, Jr., an undivided one-third interest in Mary Bracy Manning, an undivided one-sixth interest in Alfred M. Bracy, and an undivided one-sixth interest in Nancy Bracy.”

Appellants are parties who would take under paragraph 11 if it be valid either as a trust or as a fee simple devise. Appellees are those four heirs at law to whom the chancery court awarded the property. The will of Mr. Bracy (evidently prepared by himself without the aid of legal counsel) contains 16 numbered paragraphs. Para-, graph 1 directs payment of debts; paragraph 2 appoints executors; paragraphs 3-10, inclusive, and 13, 14 and 16 make various bequests and devises to (a) his son, Sam V. Bracy, Jr., (b) his daughter, Mary Bracy Manning, and (c) his two grandchildren, Nancy Bracy and Alfred M. Bracy, II (who are the children of testator’s deceased son, Alfred M. Bracy, I). There is no residuary clause in the Avill.

Paragraphs 3 and 14 each use this language in making the disposition: “It is my desire that . . .” (name of beneficiary) “. . . inherit . . .” Most of the other paragraphs use this language: “I direct that . . .” (name of beneficiary) “. . . inherit . . .”. We mention this to show that the language “it is my desire that- (beneficiary) inherit” is used in the will to constitute a devise; but the use of the word “desire” without the word “inherit” does not appear as intended to constitute a devise.

Paragraph 11 of the will — which is the one here involved — reads:

“Eleventh, Now it is my desire that my own parental family and descendants inherit the ‘White Oaks Home’, twenty acres, my nieces and nephews and their children, the same to be used for reunion purposes or at times rental property. I desire that this property be kept in good condition and beautified with trees and flowers. I further desire that my nieces as listed below act as committee in charge of same.

“Gladys Cross, Chairman, and title in her name as trustee,

“Mrs. Helen Cockrill

“Miss Carolyn Baird

“The executive committee will cooperate with them.”

Appellees urge here — as they did in the chancery court — that this paragraph was an attempt to create a trust for the benefit of all the “parental family” of the testator (we shall subsequently notice the expression “parental family”), and that the attempted trust violates the rule against perpetuities; and therefore (they say) the entire paragraph is void and the 20 acres referred to in that paragraph descend to the appellees as the heirs at law, since there was no residuary clause; and they cite, inter alia, Bernstein v. Bramble, 81 Ark. 480, 99 S. W. 682, 8 L. R. A., N. S. 1028, 11 Ann. Cas. 343; Combs v. Combs, 172 Ark. 1073, 291 S. W. 818; First National Bank v. Marre, 183 Ark. 699, 38 S. W. 2d 14; Cockrill v. Armstrong, 31 Ark. 580; Thomason v. Phillips, 192 Ark. 107, 90 S. W. 2d 228; Moody v. Walker, 3 Ark. 147; American Law Institute’s Restatement of the Law of Trusts, §§ 24 and 32; Prof. Gray’s work, “The Rule Against Perpetuities,” Fourth-Ed., §§ -629, 202, 246, 214, 215, 373, 332.

Appellants offer a number of alternate suggestions for the construction of the will: one of which is that no trust was created, but only a fee simple devise to the “parental family,” and that any reference to a trust is merely precatory; another is that, if a trust was created, it can be terminated at any time, and thereupon the property would descend to all of the “parental family.” Appellants cite, inter alia, Union Trust Co. v. Madigan, 183 Ark. 358, 35 S. W. 2d 349; Combs v. Combs, supra; Ramseur v. Belding, 206 Ark. 415, 175 S. W. 2d 977; Cribbs v. Walker, 74 Ark. 104, 85 S. W. 244; Martin v. Gray, 209 Ark. 841, 193 S. W. 2d 485; Thompson on Wills, §§ 174, 192, 194, 282, 296, 357; 69 C. J. “Wills,” §§ 1269, 1204, 1300, 3678, 1150, 1332, 3496, 1504, 1506, 1517, 1526, 1757, 1681, 1780, 1831, 1523; American Law Institute’s Bestatement of the Law of Property, § 375; 48 C. J. “Perpetuities,” § 90.

Undisputed evidence shows that it is impossible to keep the property for “reunion purposes” as referred to •in paragraph 11 of the will. Gladys Cross, Helen Cock-rill and Carolyn Baird are parties appellant, not only individually, but also as trustees, if there be a trust. We are therefore not required to decide whether the trust (if there be one) should be continued. The rule of cypres is not invoked. If appellants prevail, they want the property sold, and the proceeds divided. If appellees prevail, they will determine their own method of disposition.

In construing this will, certain rules must be remembered :

3. “ The paramount principle in the construction of wills is that the general intention of the testator, if not in contravention of public polmy or some rule of law, shall govern.” Union Trust Co. v. Madigan, supra.

2. ‘ ‘ That intent must be ascertained from the whole will taken together; and no part thereof to which meaning and operation can be given, consistent with the general intention of the testator, shall be rejected. Where the words of one part of a will are capable of a two-fold construction, that should be adopted which is most consistent with the intention of the testator, as ascértained by other portions of the will. And where the intention of the testator is incorrectly expressed, thé court will effectuate it by supplying the proper words.” Cox v. Britt, 22 Ark. 567, and Union Trust Co. v. Madigan, supra.

3. “Where the language used by the testator is doubtful in its meaning, rules of construction are invoked to enable the courts to arrive at the intention, and, in cases of ambiguous provisions, certain presumptions must be indulged.” Union Trust Co. v. Madigan, supra.

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Bluebook (online)
202 S.W.2d 584, 211 Ark. 803, 1947 Ark. LEXIS 618, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cross-v-manning-ark-1947.