Curry v. Crump

192 F.2d 279, 1951 U.S. App. LEXIS 2717
Court of Appeals for the Fifth Circuit·Decided November 6, 1951·No. 13481·Published

Opinion

RUSSELL, Circuit Judge.

The sole question for determination in this case is whether a trust declared in his last will and testament by Augustus O. Bacon, former United States Senator from the State of Georgia, has terminated. The appellant, a grandson of Senator Bacon, instituted in the trial Court a proceeding in which the will was exhibited and prayed that the Court declare that the trust was executed and terminated, so far as his property rights were concerned, and that the defendant-trustees be required to turn over and deliver his share of the referred to property. By way of answer and defense the trustees averred that they were retaining the trust estate and deemed it their duty to do so in the belief that the trust was not terminated *280 but remains executory since there are contingent beneficiaries and remainders which can not now be determined, and that the plaintiff’s interest in the trust estate is an interest for and during his natural life only, with remainder to others after his death. As additional defense it was averred that by specified conduct and acquiescence on plaintiff’s part “a practical construction” (over the years since plaintiff became 21 years of age in 1926) had been placed upon the will which was binding upon the plaintiff. Upon the coming in of the answer, plaintiff moved for a judgment on the pleadings, and defendant moved for a summary judgment. The latter motion was sustained by the Court and the complaint dismissed.

So far as here relevant the general testamentary scheme of the testator was to provide a trust estate for the benefit of his widow and his children, two daughters, Mrs. Sparks and Mrs. Curry, during their respective lives, with additional provision that upon the death of his widow the trust estate should be divided into two equal parts, the income from one to go to Mrs. Sparks during her lifetime and the income from the other to go to Mrs. Curry during her lifetime. Upon the death of Mrs. Sparks the trust estate from which she had been receiving the income was to remain in trust for the benefit of her children until the death of their father “whereupon the trust estate should then vest in her children” in fee simple and thereupon said trust to that extent should cease and terminate. The above is recited merely by way of background and to disclose the foundation for appellant’s - argument that the testator and creator of the trust should not be held, in the circumstances here, to have intended any difference of disposition of his property between the children of his two daughters, each equally his grandchild. The will was executed in 1911 and the codicil in 1-913. The testator died in 1914. The controlling provisions of the will which we are now required to construe and apply are con-cededly Item 6th(d) of the will and Item 3rd of the codicil. These are set forth in the margin. 1

*281 The contention of the appellant, in brief, is that the provisions of the codicil clearly effect no change in the express requirement of Item 6th(d) of the will that the trust shall “cease and determine” when Manly Lamar Curry, the appellant, “shall reach the age of twenty one years.” The appellee trustees contend to the contrary. The single question, therefore, is whether, under proper construction of the provisions of the will and codicil, the trust has terminated. It is not contended that if the provisions of Item 6th are controlling the trust has not become executed nor, on the other hand, that if such provisions do not control that the trust is other than executory.

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Curry v. Crump, 192 F.2d 279, 1951 U.S. App. LEXIS 2717 (5th Cir. 1951).

192 F.2d 279 (Curry v. Crump) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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