Garth v. Garth

41 S.W. 238, 139 Mo. 456, 1897 Mo. LEXIS 184
CourtSupreme Court of Missouri
DecidedJune 8, 1897
StatusPublished
Cited by10 cases

This text of 41 S.W. 238 (Garth v. Garth) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Garth v. Garth, 41 S.W. 238, 139 Mo. 456, 1897 Mo. LEXIS 184 (Mo. 1897).

Opinion

Macfarlane, J.

This suit is addressed to the equity side of the court, the purpose of which is to obtain the proper construction of the second item of the following will of Jefferson Garth, deceased.

“Item 1. I have already advanced to each one of my children, John R. Garth (now deceased), William G. Garth, Samuel A. Garth, Henry H. Garth, James W. Garth (now deceased), Walter W. Garth, and Lizzie Worley, the sum. of nine thousand dollars ($9,000), which is to be charged as a part of their distributive share of my estate.

“Item 2. I will and bequeath to Walter W. Garth, in trust for my grandson, James Garth, son of my son James W. Garth, the sum of nine thousand dollars ($9,000), less the amount of the following described notes, which I hold against my said son, James M. Garth, to wit: One note dated October 9, 1881, for thirty-nine hundred dollars ($3,900), bearing eight per cent interest from date, credited by four hundred dollars October 9, 1881; one note for one hundred and [460]*460fifty dollars, dated January 21, 1882, and one note for one hundred dollars, dated March 17th, 1882, both bearing six per cent interest from 'date. I direct that said above described notes be taken by said trustee as part of said nine thousand dollars, and the balance thereof shall be invested by said trustee to the best-advantage. The interest arising from the same shall be paid out by him for the maintenance and education of said James Garth, and when- said James Garth shall arrive at the age of twenty-one years the principal shall be paid over to him. If, however, said James Garth should die before arriving at the age of twenty-one years without issue said trust fund shall revert to and become a part of my estate.

“Item 3. The residue of my estate I direct shall be divided into six (6) equal parts, one sixth of which I will bequeath to each of my children, William G. Garth, Lizzie Worley, Samuel A. Garth, and Walter W. Garth; one fourth of one sixth (6) part to each of my grandchildren, Archibald T. Garth, Squire T. Garth, Mary Clinkscales, and Maud Grant, children of my son, John R. Garth (deceased) ; one fourth of one sixth (6) to my granddaughter, Lizzie Crews, daughter of my son, Henry H. Garth, and three fourths of one sixth (6) to my son, William G. Garth, in trust for the use and benefit of my son, Henry H. Garth, and his wife, Rhodie A. Garth, which I direct shall be invested by said trustee to the best advantage, and the interest accruing therefrom shall be paid over to the said Henry H. Garth and Rhodie A. Garth -for their maintenance and support-, as often as in the judgment of said trustee he may think best. On the death of said Henry H. Garth this trust shall cease, and said trustee shall pay over any- amount in his hands to Rhodie A. Garth and Lizzie Crews, who shall share the same equally.

[461]*461“Item 4. I will and direct that all notes held by me at my death against any of the distributees under this will shall be taken by said distributees, or their trustee, as a part of their distributive share, whether said notes shall be barred by the statute of limitation or not.

“Item 5. I hereby appoint my son, Walter W. Garth, executor of this, my last will, and request the probate court of Boone county not to require said executor to give bond for the performance of his duties under this will.

“Said executor is hereby fully empowered to sell and convey any and all of my real estate, at public or private sale, for cash, or on time, as he may deem best.

“In testimony whereof, I have hereto set my hand and seal this 7th day of September, 1888.”

James Garth, the legatee mentioned in the second item,'was a grandson of the testator and son of James M. Garth mentioned in the first item. The will was dated on the seventh day of September, 1888, and the testator died in March, 1892. At the date of the will plaintiff was an infant, under two years of age. James M. Garth died before the execution of the will.

Walter W. Garth, as executor by answer, joins with plaintiff in asking a construction of the will, in order that he may be advised of his duties in distributing the estate.

The value of the estate left by the testator was estimated at $100,000 or more. The inventory of the estate, which was read in evidence, shows notes of some of the children of the testator, charged against them. These notes all bear interest. The claim of plaintiff is that, under a proper construction of the second item of the will, he is entitled to the sum of $9,000 after deducting therefrom the principal of the notes mentioned ; or, at least, he is entitled to the sum of $9,000 [462]*462less the principal and interest due on the notes at the time the will was executed. Defendants claim that the amounts due on the notes, principal and interest, at the date of the. death of the testator, should be deducted from $9,000, and what remains is the true amount to which plaintiff will be entitled on distribution. The circuit court adopted the views of the defendants, and a decree was entered accordingly. From this judgment plaintiff appealed.

I. A statute of the State provides that: “All courts and others concerned in the execution of last wills shall have due regard to the directions of the will, and the true intent and meaning of the testator in all matters brought before them.” R. S. 1889, sec. 8916. The same rule, independent of statutory mandate, has been the guide of the courts everywhere, and has been declared and enforced by this court in numerous cases. The statute, however, emphasizes the rule and courts should not vary from it. Small v. Field, 102 Mo. 122, and cases cited.

A secondary rule is that the intention must be gathered from the terms of the will itself, unless inconsistencies or ambiguities in the language used make the intention doubtful, in which case the situation of the testator, the objects of his bounty and all surrounding circumstances may be considered. In such case the terms of the will should be viewed from the standpoint of the testator, and his intention ascertained therefrom. Hall v. Stephens, 65 Mo. 677.

The testator by the second item of the will undertakes to make provision for a grandson, at that time under two years of age, whose father, a son of the testator, was dead. The provision is made for the most helpless object of the testator’s bounty, one against whom the testator could have no feelings of resentment or ill-will. The testator left an estate [463]*463valued at over $100,000, and five living children and the heirs of two that were dead. The share of this child,( under the laws of descent and distribution of this state, would have been near $15,000. There were four other grandchildren whose parent was dead. Their ages are not shown. The father of James Garth died indebted to the testator in an amount represented by three notes, aggregating $3,750 described in the second item of the will. These were the circumstances under which the will was made.

We are now to determine what provision the testator intended to make for this infant grandchild. A legacy of $9,000 is fixed, which* is to be reduced by the amount of the three notes of the father of the legatee, particularly described. These notes all, by their terms, bear interest from their date, and the question of controversy is whether the testator intended to charge against the legacy interest on these notes, and if so, whether to the death of the testator or to the date of the will.

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Bluebook (online)
41 S.W. 238, 139 Mo. 456, 1897 Mo. LEXIS 184, Counsel Stack Legal Research, https://law.counselstack.com/opinion/garth-v-garth-mo-1897.