Fuller v. Nazal

67 So. 2d 806, 259 Ala. 598, 1953 Ala. LEXIS 368
CourtSupreme Court of Alabama
DecidedOctober 29, 1953
Docket4 Div. 704
StatusPublished
Cited by12 cases

This text of 67 So. 2d 806 (Fuller v. Nazal) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Fuller v. Nazal, 67 So. 2d 806, 259 Ala. 598, 1953 Ala. LEXIS 368 (Ala. 1953).

Opinion

*602 SIMPSON, Justice.

This is a will contest. The proceeding was instituted to prove and have admitted to probate and record the last will and testament of Mrs. Ruth Bayard Edmunds, a resident of Phenix City, Alabama, who died April 21, 1951. The appellants are grandchildren of decedent and appellee is her only surviving child.

The circumstances are novel and call for an application of § 27, Title 61, Code 1940. The over-all question is whether a will, which has been revoked by a second will has or has not been revived by the operation of a subsequent codicil.

• Mrs. Edmunds duly executed a will on June 28, 1939; thereafter on July 15, 1941, she executed another will which effectively revoked the 1939 will; and thereafter on November 30, 1947, she executed the following duly attested instrument:

“Georgia, Muscogee County:

“Whereas, I, Mrs. Ruth Bayard Edmunds, a resident of Phenix City, Alabama, did, on the 28th day of June, 1939, sign, seal, and declare and publish my last will and testament in the presence of E. S. Flowers, J. Mark Mote and Mary W. Robinson, who signed the said will and testament as witnesses; and

“Whereas, I am desirous of making certain changes in my said will,

“I, Therefore, make and publish this codicil to said will and testament, and also re-publish all the terms of said will not in conflict with this codicil.

“I.

“I hereby revoke Item VII of my original will.

“II.

“I hereby constitute and appoint my daughter, Mrs. Ruth Edmunds Nazal, as a co-executor of my will, and as a co-trustee of the trusts created and established in said will. This appointment is made upon the condition that my said daughter shall serve in said capacities without compensation. My other executor and trustee, the Merchants and Mechanics Bank, of Columbus, Georgia, shall be entitled to and shall receive the full compensation and commissions allowable for administering said will and said trusts.

“In Witness Whereof, I have hereunto set my hand and seal this 30th day of November, 1947.

“(Signed) Ruth Bayard Edmunds”

Then follows the proper attestation clause.

The two wills were substantially the same except Item VIII. The dispositions in that item of the 1939 will were somewhat favorable to appellants, where those in Item VIII of the 1941 will were not, but were favorable to appellee and her children. When testator died appellee propounded the 1941 will for probate. Appellants interposed their contest, claiming the 1939 will, together with the codicil, was the last will and testament and propounded these documents for probate; appellee then interposed her contest to these documents as the last will and testament of decedent and contended the codicil did not revoke the 1941 will but was intended to apply to it.

The crucial issue in the case was whether or not the 1947 codicil had the effect of reviving the 1939 will and of revoking the 1941 will, or whether testator intended the codicil to apply to her 1941 will but by mistake of the draftsman it was made to refer to the 1939 will.

The cause was tried to the jury and the 1941 will was declared by the verdict to be the last will and testament of the decedent and that the codicil was intended to apply to that will. The court, on motion of appellee, then struck from the codicil the provisions referable to the 1939 will and admitted to probate the codicil, as amended, together with the 1941 will. This method of eliminating from a testamentary document parts not intended by the testator but inserted by mistake of the draftsman, if as .amended the scheme of the will remains intact, has been approved. 57 Am. Jur. 274, §§ 376, 377; Sherwood v. Sher *603 wood, 45 Wis. 357; O’Connell v. Dow, 182 Mass. 541, 66 N.E. 788; City Nat. Bank of Columbus v. Slocum, 6 Cir., 272 F. 11; In the Goods of Boehm, Probate Div. 247; In the Goods of Reade, P.D. 75; In the Goods of Gordon, p. 228. Our decisions recognize the right to contest only a part of a will or codicil and to admit to- probate the part which is not revoked. Lyons v. Campbell, 88 Ala. 462, 7 So. 250; Shelton v. Gordon, 252 Ala. 187, 40 So.2d 95; Binford v. Penney, 255 Ala. 20, 49 So.2d 665. In effect, this was the result attained by granting appellee’s motion and the proceeding impresses us as sound practice. No assignment of error challenged the procedure.

As provided by statute, Code 1940, Title 61, § 52, the trial court made up the issue for determination by the jury in his oral charge as follows:

“A cardinal principle in the construction of wills is to ascertain the intent of the testator and give it effect if it is not prohibited by law. (Record, 186.). * * *

“The plaintiff in this case contends that in 1941, the deceased, Mrs. Edmunds, made a will and by that will she revoked a former will made in 1939. The plaintiff contends that sometime in 1947, she [Mrs. Edmunds] gave instructions to some member of the bank, I believe it was the Merchants & Mechanics Bank in Columbus, Georgia, to add a codicil to that will, and it is the contention of the plaintiff that the codicil referred to the ’41 will. However, on the other hand, the defendant in this case contends that by that codicil, she intended to revive the ’39 will; that that was her intention, to revive that will, and that in so doing she revoked the ’41 will. * * * Seek diligently for the truth and try to ascertain the intention of the testator,- what was the intention of the testator, as it is your duty to decide that. * * * That codicil must be applied to one or the other of those wills, and the whole issue for you to determine is.on which will (it) * * * is to be applied. (Record, 187, 188.)”

The evidence was entirely sufficient to warrant the verdict returned in response to the foregoing charge, since there was substantial proof going to show that Mrs. Edmunds all the while thought that her 1941 will remained in full force and effect and therefore that the codicil, rather than revoking that will and reviving the 1939 one by implication, was intended to apply to her last will, but that by the mistake of the draftsman it was captioned to apply to the 1939 will. It would serve no useful purpose to set out the evidence, inasmuch as the appeal presents the principal legal question as to whether or not this issue was a question of law for the court or of fact for the jury. We entertain the view that the court ruled correctly in refusing for the appellants the affirmative charge and in submitting the issue to the jury.

The rule, of course, is that the intention of the testator governs the construction of a will, but if by its terms it is unambiguous there is no room for construction and it will be taken as written. Smith v. Nelson, 249 Ala. 51, 29 So.2d 335.

But if the document is ambiguous, then the intention of the testator is the primary inquiry and will be ascertained not only from the language of the will, taken in connection with existing circumstances known to the testator at the- time of drafting the instrument, but also from the testator’s relevant declarations or statements at or about the time of its execution. De Mouy v. Jepson, 255 Ala.

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Bluebook (online)
67 So. 2d 806, 259 Ala. 598, 1953 Ala. LEXIS 368, Counsel Stack Legal Research, https://law.counselstack.com/opinion/fuller-v-nazal-ala-1953.