Harris v. France

232 S.W.2d 64, 33 Tenn. App. 333, 1950 Tenn. App. LEXIS 111
CourtCourt of Appeals of Tennessee
DecidedMarch 16, 1950
StatusPublished
Cited by16 cases

This text of 232 S.W.2d 64 (Harris v. France) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Harris v. France, 232 S.W.2d 64, 33 Tenn. App. 333, 1950 Tenn. App. LEXIS 111 (Tenn. Ct. App. 1950).

Opinion

ANDEESON, P. J.

J. I. Palmer died intestate on April 18, 1946, while domiciled in Graves County, Kentucky. Some of the property which he undertook to dispose of by his will was located in Kentucky and some in Tennessee. The question for decision is whether the devise in Item 3 of the will, whereby the testator undertook to dispose of his property in this State, is void as *338 being in contravention of the rule against perpetuities. The will was before the Court of Appeals of Kentucky in Martin v. Harris, 203 S. W. (2d) 78, who held that the question here presented for decision was one for the courts of this state to decide.

Item 3 of the will is as follows:

“I hereby will and devise in trust to Jessie Harris, R. L. Lawson and Norman McGee, as Executors and also as Trustees, for the use and benefit of my nieces and nephews, to wit; Jessie Harris, Almon Harris, Katie Mae Hunt, Nellie Stokes, Martha Webb, James Harris, Rebecca McGee, Love Harris Lookofsky, Wilber Buckingham and Irvine P. Buckingham, Gilbert Buckingham, and Jack Buckingham, all of my real estate which I own in the State of Tennessee, in my individual name, (not including partnership real estate), and said property is will to my executors and trustees for the sole use and benefit of the children of my said nieces and nephews above named, and the trustees mentioned will keep on said land and farms a herd of cattle, 40 head of cattle, brood cows, and which are now on the place, and then from six to ten brood sows, from 20 to 40 head of sheep, and included in this bequest in the cattle, hogs and sheep which are now on the place and the trustee will spll the increase and out of tlie profits of the livestock and farming operations they will pay taxes, insurance, and the necessary running expenses, and insurance on the buildings on said place, and then the profits to be divided among the children of my nephews and nieces as above set out.
“Provided that the trustees may employ a foreman if, in their judgment, it should be done to run said farming operations, however, the trustees may personally super *339 vise the same if they so desire, but in any event they are to control the policy of the farming and livestock business.
“And provided further, that this trust shall continue until the youngest child of my nephews and nieces reaches the age of thirty years, and that means whether the children are born before or after my death.
“This trust is to continue until the youngest one reaches the age of thirty years. Provided the 66 acres, more or less, that I own and which is located near Hazel, Kentucky, but the land is in Tennessee and in Henry County, and this is excepted from the said trust above set out and will be disposed of hereafter. Provided further that all of my land owned individually in Tennessee, with the exception of the 66 acres, located near Hazel, Kentucky, Henry County, Tennessee, is to be divided, or sold for division, is to be divided among the children of my nephews and nieces above set out. ’ ’

The real property disposed of by this devise amounts in the aggregate to some 1,285 acres of land lying in Weakley and Henry Counties, Tennessee.

It is conceded that the recitation in the first part of the clause to the effect that the devise is in trust for the use and benefit of the named nieces and nephews was an inadvertence, and that as indicated later in the clause the trust created is one for the use and benefit of their children rather than for the nieces and nephews themselves.

All of the named nieces and nephews were living at the testator’s death. A number of them had children living at that time, none of whom had reached the age of thirty. One child has been born to the nephew, Almon Harris, since the death of the testator.

*340 Afterbom ch.ild.ren are not directly included in the language of the gift. They are mentioned only in connection with the duration of the trust. But we are satisfied that the testator intended to make such children additional beneficiaries of both the income and the corpus. There is no contention to the contrary.

We are indebted to counsel for elaborate briefs and arguments concerning the interesting questions involved, but we deem unnecessary an extended discussion of all the propositions argued.

As stated by Prof. Gray, the Buie against Perpetuities is as follows: “No interest is good unless it must vest, if at all, not later than 21 years after some life in being at the creation of the interest’ ’. Gray: The Buie against Perpetuities, Sec. 201.

In this state the same rule has been expressed in this language: ‘ ‘ Executory limitations, whether of real or personal estate, in order to be valid, must vest in interest, if at all, within a life or lives in being and 21 years and a fraction thereafter, for the term of gestation in cases of posthumous birth.” Eager v. McCoy, 143 Tenn. 693, 702, 228 S. W. 709, 711.

The rule governs both legal and equitable interest, and interest in both realty and personalty. Gray: The Buie against Perpetuities, Sec. 202.

It is a peremptory command of the law, and not a rule of construction whereby to determine intention. Nevertheless there is a proper use of the rule in matters of construction. Thus it is said that when the expression which a testator uses is really ambiguous and is fairly capable of two constructions, one of which would produce a legal result- and the other a result that would be bad for remoteness, it is a fair presumption that the *341 testator meant to create a legal rather than an illegal interest. Gray: Rule against Perpetuities, 3d Ed., Secs. 629, 633.

This is no more than a recognition of the general rule that where the provisions of a will are ambiguous, that interpretation should he adopted, if reasonable, which will sustain the will and carry out the intention of the testator. Tramell v. Tramell, 162 Tenn. 1, 14, 32 S. W. (2d) 1025, 35 S. W. (2d) 574.

“The remoteness against which the rule is directed is remoteness in the commencement or first taking effect of the limitations, and not in the cessor or determination of them. An estate that is to arise within the prescribed period may be so limited as to be determined on the happening of any event, however remote”. Lewis on Perpetuities, page 144.

Hence, in the case of a trust, if the trust begins within the prescribed period, the fact that it may continue beyond that period does not render it invalid. Tramell v. Tramell, 162 Tenn. 1, 32 S. W. (2d) 1025, 35 S. W. (2d) 574; Eager v. McCoy, supra.

It is certain that by the devise under consideration the testator intended to dispose of his entire estate in the trust property. There is no limitation over following the gift to the grand-nephews and grand-nieces. Except for the title given the trustees for the purpose of carrying out the trust, the will unmistakably manifests an intention to bestow the entire interest in the property upon the children of his nephews and nieces living at his death and those born thereafter.

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Bluebook (online)
232 S.W.2d 64, 33 Tenn. App. 333, 1950 Tenn. App. LEXIS 111, Counsel Stack Legal Research, https://law.counselstack.com/opinion/harris-v-france-tennctapp-1950.