Fitzgerald v. Rogers

137 So. 661, 223 Ala. 576, 1931 Ala. LEXIS 559
Supreme Court of Alabama·Decided November 19, 1931·No. 2 Div. 984.·Published·Cited by 2 cases

Opinion

GARDNER, J;

No dissent was interposed by the widow or any one in her behalf (sections 10593-10596, Code, • 1923) to the will of R. H. Fitzgerald, who died in Blay, 1928. Exemptions allowed have been set aside without contest. Crownover v. Crownover, 216 Ala. 286, 113 So. 42. There were no children, and the widow seeks her distributive share of the estate, consisting of a few thousand dollars now in the hands of the executor. Her right thereto depends upon a proper construction of the will of her husband, which reads as follows:

“I, R. H. Fitzgerald, on this the 24th day of July 1917, do hereby indite this my last will and testament,- to-wit:
“To Dorothy Fitzgerald the little orphan girl I have raised I do hereby bequeath all my estate both real and personal including my life insurance policy in the Mutual Life of New York No. of said policy being No. 374961.
“The said Dorothy Fitzgerald to care for my wife, Mattie E. Fitzgerald till the death of said Blattie E. Fitzgerald as I know she would do to the best of her ability.
“Provided however, that if it becomes necessary to again commit my poor wife Mattie E. Fitzgerald to the asylum, where I have so often had to take her, the said Dorothy Fitzgerald shall by due process of law again commit her, she Dorothy Fitzgerald being relieved from further responsibility of caring for said Mattie E. Fitzgerald. '
“I hereby appoint T. Irby.Pope as my executor without bond of assurance.
“Given under my hand and seal this the 24th of July, 1917.
“R. H. Fitzgerald [Seal.]
“Witness:
“D. K. Mason
“J. F. Evins.”

If by said will provision was made for her, then she has lost her right to such share; the concluding sentence of section 10593 of the Code reading: “If the will makes no provision for her, she may claim her dower and distributive share without dissenting from the will.” Upon due consideration we are in accord with the ruling of the court below to the effect that the will did make such provision.

The argument to the contrary is to the effect that the will contains mere precatory words, recommendations, or expressions of confidence in the devisee, which are not to be construed as of an imperative character. Such character of wills as here presented has been the subject of much discussion by the courts, producing a contrariety of opinion. Numerous cases are found cited in the note to In re Hochbrunn, 49 A. L. R. 12 et seq., *578 a review of which is here impracticable. The author of the note has well expressed the generally accepted rule in the following language: “In order to create a trust, it is not necessary that the word ‘trust’ be used; nor is it necessary that the testator should have had in his mind the idea of a trust eo no-mine. It is sufficient if he intended that his will should follow the property after his death, and imperatively control or limit its use.” And in Colton v. Colton, 127 U. S. 300, 8 S. Ct. 1164, 1170, 32 L. Ed. 138, the following Quotations therein approved are here pertinent: “ ‘All the cases upon a subject like this,’ * * * ‘must proceed on a consideration of what was the intention of the testator.’ * * * ‘The point really to be decided in all these cases is whether, looking at the whole context of the will, the testator has meant to impose an obligation on his legatee to carry his express wishes into effect, or whether, having expressed his wishes, he has meant to leave it to the legatee to act on them or not at his discretion.’ * * * According to its context and manifest use, an expression of desire or wish will often be equivalent to a positive direction, where that is the evident purpose and meaning of the testator.” Answering the argument in that case, that the trust was incapable of enforcement by reason of the uncertainty as to the form and extent of the provision intended and involved the exercise of discretionary power on the part of the trustee, the court said: “We have seen that whatever discretion is given by the will to the testator’s widow does not affect the existence of the trust. That discretion does not involve the right to choose whether a provision shall be made or not; nor is there anything personal or arbitrary implied in it. It is to be the exercise of judgment directed to the care and protection of the beneficiaries by making such a provision as will best secure that end. There is nothing in this left so vague and indefinite that it cannot, by the usual processes of the law, be reduced to certainty. * * * But it is always for the court eventually to say, when called upon, whether the discretion has been either exercised at all, or exercised honestly, and in good faith.” Other authorities may be found cited in the notes to Underhill on the Law of Wills, § 792; 28 R. C. L. § 209. In our own jurisdiction the cases of Ellis v. Ellis’ Adm’r, 15 Ala. 296, 50 Am. Dec. 132, and McRee’s Adm’rs v. Means, 34 Ala. 349, are more nearly in point.

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Fitzgerald v. Rogers, 137 So. 661, 223 Ala. 576, 1931 Ala. LEXIS 559 (Ala. 1931).

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