Duncan v. Alewine

255 S.E.2d 841, 273 S.C. 275, 1979 S.C. LEXIS 399
CourtSupreme Court of South Carolina
DecidedJune 7, 1979
Docket20981
StatusPublished
Cited by3 cases

This text of 255 S.E.2d 841 (Duncan v. Alewine) is published on Counsel Stack Legal Research, covering Supreme Court of South Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Duncan v. Alewine, 255 S.E.2d 841, 273 S.C. 275, 1979 S.C. LEXIS 399 (S.C. 1979).

Opinion

Per Curiam:

This action was brought by David Vincent Duncan, II, Executor of the Estate of Eunice Andrea Baswell, for the purpose of asking the court to construe three provisions of her will. The individual defendants who conceivably may *278 take under the will, or in case of' intestacy, are placed, for convenience, in two groups.

Group 1 includes those 18 persons who would inherit under the law of intestacy from (1) testatrix’s mother, formerly a Richardson, (2) testatrix’s father, an Andrea, and (3) testatrix’s husband, whose name was Baswell.

Group II includes other kinsmen (about 70) who conceivably might participate in her estate. Clemson University and Winthrop College are also made parties-defendant because they are beneficiaries of bequests. The Attorney General, in his official capacity, is a party defendant, since a charitable trust may be involved. Robert M. Ariail is made a party as guardian ad litem for unknown heirs and unborn children.

Answers were filed by the following:

Edward E. “Jack” Baswell (of Group I),

John Baswell (of Group II),

Clemson University,

Winthrop College,

Attorney General McLeod, and

Guardian ad Litem Robert M. Ariail.

The remaining parties failed to answer and made no appearance.

The master, to whom the issues were referred, recommended and the judge sanctioned the approval of a settlement agreed to by the answering defendants. The guardian ad litem (who did not participate in the agreement) has appealed.

The testatrix was a resident of Greenville County, South Carolina, and owned property worth approximately $1 Million. In 1976, she went to North Carolina and procured a notary public to draw her will. In so doing, she saved a scrivener’s attorney fee, but has caused pandemonium in the administration of the estate. Nine attorneys are now involved, representing the various claimants. She died in' 1977; *279 her husband, Mr. Baswell, died in 1965. Her father, Mr. Andrea, referred to in the will quoted hereinafter, died in 1923; and her mother, who was a Richardson before she married Mr. Andrea, died in 1905. The testatrix left no children, no brothers, and no sisters.

The three provisions of the will in contest are as follows: “(L) I direct that two Scholarships of $1,000.00 each be given out of my estate to each of the following colleges:

1. Winthrop College

2. Clemson College

(P) . . .

E. The Sandy Flat farm shall be developed into a restricted upper level housing development of above average homes, or for a high type manufacturing company location, or for the location of a top ranking school to better the community. This I desire to be done by the Executor and Executrixs (sic) of my Will at a time and for the purpose most suitable for the benefit of the community.

(R) The remainder of my property, both real and personal, I give and bequeath to the RICHARDSON [mother of testatrix], ANDREA [father of testatrix] and BASWELL [husband of testatrix], FAMILY connections, as the Executor and Executrixs (sic) of my Will can determine from their memory of which items of real and personal properties were inherited, and this shall be the basis of the distribution, and is to only include the original family group of both, my deceased husband, my Father and my Mother.”

When the matter was called for trial before the master, counsel entered into extensive negotiations and eventually agreed upon a settlement, which was paraded before the *280 master. He issued his report, approving the proposed settlement.

The settlement agreement was effectively a rewriting of these items of the will. If such is justified, it is on the ground that they needed rewriting.

The guardian ad litem, not having participated in the agreement, filed exceptions which came to be heard before the circuit judge, who approved the master’s report.

We summarize the settlement which was approved. It was agreed that Winthrop College and Clemson University receive an outright grant of $10,000 each, in lieu of the scholarships provided in Item (L), quoted above.

It was agreed that the Greenville County School District receive approximately 30 acres of the more than 100 acres composing the Sandy Flat farm, referred to in Item (P) —E, quoted above.

It was agreed that the rest and residue of the property, referred to in Item (R) above, be distributed to those who would take by descent and distribution under the statute from the testatrix’s mother and father and husband if they had died intestate. These are named in Group I.

All other kinsmen named as defendants (in Group II) received nothing.

Our discussion of the three items is made more easy by first treating the rest and residue provision, Item (R). This item determines the disposition of properties valued at approximately $900,000.00.

An important portion of the Master’s report, as approved by the circuit judge, is to be found in ¶¶ XV and XVI, which read as follows:

*281 “XV

I find that the beneficiaries who will take under this residuary paragraph [Item R] are determined by Statute of Descent and Distribution of South Carolina as applied to the mother (Effie Richardson Andrea), father (James M. Andrea) and husband (Thomas M. Baswell) of Eunice Andrea Baswell, as of the date of the death of Eunice Andrea Baswell. Such is a proper, factual and legal construction of the phrase ‘family connections’ taken from the over view of the four corners of said Will.

“XVI

I find that the individuals named in Group I of the Petition are the beneficiaries as determined by the method set forth above in paragraph XV and that those individuáis named in Group I of the Petition are the sole beneficiaries entitled to take under the residuary clause.”

The guardian ad litem has appealed, setting forth to this court basically the same exceptions which were submitted to the circuit judge. In sum, his exceptions contend that all rulings of the master and the circuit judge were improper. No exception suggests what the lower court should have done which would be beneficial to those persons whom he represented as guardian ad litem.

The guardian ad litem1s chore in this case is a difficult one. He apparently was not made a party to the original complaint, and no reference to him or to those he represents is made in the body of the complaint. In the caption of the case, among the defendants appears the following:

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Cite This Page — Counsel Stack

Bluebook (online)
255 S.E.2d 841, 273 S.C. 275, 1979 S.C. LEXIS 399, Counsel Stack Legal Research, https://law.counselstack.com/opinion/duncan-v-alewine-sc-1979.