Holmes v. Roddy

144 S.W.2d 788, 176 Tenn. 624, 12 Beeler 624, 1940 Tenn. LEXIS 110
CourtTennessee Supreme Court
DecidedNovember 23, 1940
StatusPublished
Cited by12 cases

This text of 144 S.W.2d 788 (Holmes v. Roddy) is published on Counsel Stack Legal Research, covering Tennessee Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Holmes v. Roddy, 144 S.W.2d 788, 176 Tenn. 624, 12 Beeler 624, 1940 Tenn. LEXIS 110 (Tenn. 1940).

Opinion

Mk Chief Justice G-reew

delivered the opinion of the Court.

This suit was brought by the complainant as a devisee under the will of the late Charles E. Beebe to recover from his executors a certain piece of real estate in Chattanooga. Both the complainant and the defendants claim to be entitled to the possession of the same under the aforesaid will.

The testator seems to have been the owner of numerous parcels of real estate in Chattanooga. He undertook to dispose of these by his will. The first sentence of the will is as follows:

“Know all men by these presents that I, Charles E. *626 Beebe the subscriber hereto do herewith make my last Testament regarding the disposal, after my decease, of all the real and personal property now owned by me as follows.”

The will later recites, “All real estate mentioned in this will lies in Chattanooga, Tennessee,” with the exception of two houses and lots in Rossville, Georgia.

The several parcels of real estate are given by the will to various friends and relatives of the testator. The provision in favor of the complainant is in these words:

“I leave to Letha Holmes of Westersville, Wayne County, Ohio, the property known as 3608' Third Avenue. ’ ’

The residuary clause of the will runs thus:

“The balance of any real estate owned by me together with all obligations of money due me by notes or otherwise shall be turned into money as rapidly as possible by my executors and shall be applied” to funeral expenses and to other purposes set forth.

The bill avers that at the time of his death the testator' did not own 3608 Third Avenue. He did own 3607 Third Avenue. It was further alleged that he owned no property on Third Avenue in the City of Chattanooga at the time the will was executed or at the time of his death other than 3607.

It was charged that the manifest intention of testator was to convey to Mrs. Holmes 3607 Third Avenue, that he had previously expressed the intention of giving this property to her, and that the description of the property as 3608 Third Avenue was a typographical error, and the bill prayed a decree for title to and right of possession of 3607 Third Avenue and for an accounting for rents and profits.

The executors took the position, which on demurrer was *627 sustained by the chancellor, that the will was ineffective to pass title to Mrs. Holmes to 3607 Third Avenne, that 3607 Third Avenne remained undisposed of except nnder the residuary clause, and that they, the executors, were entitled to the possession of 3607 Third Avenue, to be sold and the proceeds applied pursuant to the provisions of the residuary clause.

It has been settled in Tennessee since Weatherhead v. Sewell, 28 Tenn. (9 Humph.), 272, that parol evidence is admissible to explain a latent ambiguity in a will. Such evidence is not admissible where the ambiguity is patent —appears on the face of the will.

In Weatherhead v. Sewell, supra, a latent ambiguity is defined as one “where the equivocality of expression, or obscurity of intention does not arise from the words themselves, but from the ambiguous state of extrinsic circumstances to which the words of the instrument refer, and which is susceptible of explanation by the mero development of extraneous facts, without altering or adding to the written language, or requiring more to be understood thereby than will fairly comport with the ordinary or legal sense of the words and phrases made use of.”

Other courts have defined latent ambiguity in language more or less similar and we take it to be universally agreed that parol evidence is permissible to explain a latent ambiguity but not a patent ambiguity. Great conflict of decision, however, has arisen in the application of this rule to particular cases coming before the different courts of the United States and of England.

This court has been rather liberal in the admission of parol evidence to fix the identity of a legatee or devisee under a will where the testator’s designation of such legatee or devisee was obscure. See Tarwater et al. v. *628 Baptist Orphans’ Home et al., 173 Tenn., 409, 119 S. W. (2d), 919; State ex rel. v. Goodman, 133 Tenn., 375, 181 S. W., 312; Carson v. Carson, 115 Tenn., 37, 88 S. W., 175, and other cases.

We see no reason why a more rigid rule should he applied with reference to the admission of parol evidence to identify the subject of a devise or legacy when the testator’s language is obscure.

In the case before us the testator declared his purpose to dispose of all his real and personal property, as heretofore set out. He further said that all this property, with the exception of two parcels, was in Chattanooga, Tennessee. The will further showed his intention of disposing of his property on Third Avenue. Had he devised the Third Avenue property, describing it merely as the property or my property on Third Avenue without more, there is no doubt but that parol proof would have been admissible to show that he owned 3607 Third Avenue, and such devise would have been good.

When the extrinsic circumstances to which the words of this will refer develop that the testator did not own 3608 Third Avenue, it seems to us that a latent ambiguity arises, and parol proof becomes admissible to show that testator did own 3607 Third Avenue and that it was his intention to convey that parcel of real estate to the complainant herein.

As we have before stated, there has been much conflict of decision in cases where the testator died seized of landed property which would, if a word or figure could be changed, be well and accurately described by the language of his will. Under such circumstances, many courts apply the maxim falsa demonstrate non nocet rather liberally. Other courts, while apparently recognizing the rule embodied in the maxim, seem to give it no *629 application. The cases are too numerous to he detailed. Many of these decisions are collected in a note, 6 L. R. A. (N. S.), 969, et seq., and 69 C. J., 163, 362.

A decision that has had much weight with the courts over the country is that of the Supreme Court of the United States in Patch v. White, 117 U. S., 210, 216, 6 S. Ct., 617, 710, 29 L. Ed., 860. In that case the testator g-ave to his brother “lot numbered six, in square four hundred and three, together with, the improvements thereon erected and appurtenances thereto belonging,” in Washington, D. C. The proof developed that the testator never did own lot 6 in square 403 hut did own lot 3 in square 406.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Donna Perdue v. Estate of Daniel Jackson
Court of Appeals of Tennessee, 2013
In re: The Estate of Luther Garrett
Court of Appeals of Tennessee, 2001
The Honorbale Frank v. Williams, Chancellor
Court of Appeals of Tennessee, 1996
Cole v. Henderson
454 S.W.2d 374 (Court of Appeals of Tennessee, 1969)
Mastics v. Kiraly
196 N.E.2d 172 (Cuyahoga County Probate Court, 1964)
Curjel v. Ash
83 So. 2d 293 (Supreme Court of Alabama, 1955)
Wright v. Sallet
66 So. 2d 237 (Supreme Court of Florida, 1953)
Holmes v. Roddy
214 S.W.2d 348 (Court of Appeals of Tennessee, 1948)

Cite This Page — Counsel Stack

Bluebook (online)
144 S.W.2d 788, 176 Tenn. 624, 12 Beeler 624, 1940 Tenn. LEXIS 110, Counsel Stack Legal Research, https://law.counselstack.com/opinion/holmes-v-roddy-tenn-1940.