Finis v. Cannon

44 Tenn. 121
Tennessee Supreme Court·Decided April 15, 1867·Published

Opinion

Hawkins, J.,

delivered the opinion of the Court.

It appears, from the record in this cause, that Henry Wirt died in Fayette County, Tennessee, in December, 1847, possessed of a considerable estate, consisting, principally, of land and slaves; leaving a Will, which was subsequently .probated. The testator left his wife, Sarah, and three children, to-wit: his sons, John and Finis E., and his daughter, Mrs. Appleherry, surviving him. By his Will, he appointed his said sons, and his son-in-law, Appleherry, his executors. His son, Finis E., and his said son-in-law, Appleherry, qualified. Appleherry died. Sarah, the widow, died intestate, in 1858, and complainant, Finis E., was appointed her administrator. [123] The testator’s son, John, has also died intestate, leaving two children; and now the said Einis E. Wirt, brings this bill, seeking a construction of two clauses of said Will, a settlement of his said executorship of his father’s Will, and his said administration of his mother’s estate.

Said testator, by the first clause in his Will, directed the payment of his debts and funeral expenses.

By the second clause, he directed, that his wife retain in her possession, during her life or widowhood, all his estate, real and personal, or so much thereof as she might deem necessary; and should there be any she did not desire to keep, the same was to be sold, and the proceeds equally divided between his three children.

The third clause is as follows :

“After the death of my beloved wife, it is my express wish and desire, that the land on which I now live, be equally divided, as to acres, between my son, Finis E. Wirt, and my daughter, Sara,h Appleberry, and her children; and that the said Sarah shall receive, on her part of the land, the mansion-house, and all other contingencies and buildings. And that full justice may be done, it is my wish, that my son, John Wirt, may be made equal with my other two children, in the division of the land, out of money he now owes me.”

The fourth clause is as follows:

“ I also give to my daughter, Sarah Appleberry, all the farming tools and instruments of husbandry, of every sort, that may be in possession of my wife at her death.”

The first part of the fifth clause, is as follows:

“I also give to the said Sarah, a certain negro girl, by the name of Betsy, or Betty, as she is usually called; [124] but not to get possession until after nay wife’s death, unless at her option.”

Now, it is my express wish and desire, that after the death of my wife, that the residue of my estate, not hereafter disposed of, be equally divided between my three children, viz.: John Wirt, F. E. Wirt, and Sarah Apple-berry, with the express provision, that each of said children account for the respective amounts they are now due me, for which I now hold their notes.”

The testator then goes on to limit the estate given to his son, John, to a mere use for life, and to provide that, at his death, the property, the use of which is given to him for life, shall be equally divided between his daughters, Caroline and Catharine.

The testator then proceeds to make the following bequests, to-wit:

“To the American and Foreign Bible Society, $200. To the Baptist Board of Foreign Missions, $100. To the Western and Southern India Mission Association, $100; and to the Baptist Convention of the Western District of Tennessee, $100 — making, in the aggregate, the sum of $500.

The first question arises upon the third clause in the Will. ■ It seems that the value of each of the shares of Finis E. Wirt and Mrs. Appleberry in the land, at the death of Mrs. Wirt, largely exceeded the amount of the indebtedness of John Wirt to the testator.

The only question arising upon this clause which we are called upon to determine, and upon which we express any opinion, is this: The indebtedness of John Wirt to the testator being insufficient to make him equal with [125] the devizees of the land, is he, under the Will, entitled to be made equal out of the estate of the testator not specifically devised or bequeathed? And we think he is. The question is purely one of intention. What was the intention of the testator, is to be gathered from the whole instrument, or, as some writers express it, from the “four corners” of the Will; and when ascertained, it must prevail, unless in contravention of some established rule of law. After devising his land to two of his children, the testator says: “And that full justice may be done, it is my wish that my son, John Wirt, may be made equal with my other two children, in the division of the land, out of money he now owes me.” Thus, not only clearly expressing the wish and intention to make his three children equal under this clause of the Will, but also declaring the motive by which he was actuated, to-wit: a wish that full justice might be done. Equality between the objects of his bounty, under this clause of the Will, was the primary intention of the testator. That his son John should be made equal with his other two children out of what his said son was owing him, was secondary only; and the prime object of the testator will not be defeated, and what he himself declares would be injustice done, because of a misapprehension of the testator, or merely because the particular fund, or assets out of which he directed the legacy should be paid, was insufficient, whilst there remains a sufficiency of assets, not specifically devised, to make up the legacy.

The testator gives to his daughter something more than to either of his sons; but, as between his sons, John and Einnis E., he clearly intended to preserve [126] perfect equality in the disposition of his estate, giving to each an equal share of his estate. But, when we undertake to carry out and give effect to the intentions of the testator, we meet with serious difficulties. The testator directs that his land he equally divided in quantity, between his son, Finis E., and his daughter, Sarah; and that his daughter shall receive, upon her part of the land, the mansion house and other buildings. This, of course, estimating the value of the buildings, would render the portion allotted to his daughter, Sarah, more valuable than the portion allotted to his son, Finis E.; yet he directs, in order that full justice may be done, that his son, John, be made equal with his other children. Thus assuming their shares are of equal value.

In order to give effect to the Will, as nearly in accordance with the intention of the testator, as may be, and presuming equality between testator’s sons, we construe said clause so as to give to testator’s son, John, in addition to his indebtedness to the estate, out of the residue of the estate, after paying the specific legacies, a sufficiency to make his share, under this clause of the Will, equal to the value of the portion of the land allotted to Finis E.

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Finis v. Cannon, 44 Tenn. 121 (Tenn. 1867).

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