In Re Raworth's Estate

52 So. 2d 661, 211 Miss. 780, 1951 Miss. LEXIS 406
CourtMississippi Supreme Court
DecidedMay 28, 1951
Docket38017
StatusPublished
Cited by15 cases

This text of 52 So. 2d 661 (In Re Raworth's Estate) is published on Counsel Stack Legal Research, covering Mississippi Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Raworth's Estate, 52 So. 2d 661, 211 Miss. 780, 1951 Miss. LEXIS 406 (Mich. 1951).

Opinion

Holmes, 0.

This appeal involves the constuction of the last will and testament of Jennie D. Raworth, deceased. The date of *783 the death of the testatrix is not disclosed by the record, but her will was filed on May 21, 1941. John 0. Raworth, a nephew of the testatrix, was named as executor and trustee under the will and at the time of the filing of the petition in this proceeding, had been discharged as executor.

The pertinent provisions of the will are as follows:

“Item III
‘ ‘ I give, devise and bequeath unto my dear niece, Olive R. Smedes, of Houston, Texas, my half of the joint account in the savings department of The Merchants National Bank and Trust Company of Vicksburg, Mississippi; also the income from my one-half of the United States Bonds which were purchased with funds withdrawn from the joint account of William IX Ray and myself hereinbefore referred to (or the income from such bonds in which the proceeds of the said United States Bonds may later be re-invested), and the income from any and all other monies, stocks, bonds or investments wheresoever they may be situated that I may own at the time of my death, in trust to my nephew, John 0. Raworth, of the City of Vicksburg, Warren County, Mississippi, as Trustee, for the use, benefit, support and maintenance of the said Olive R. Smedes; and I hereby direct that the said John 0. Raworth, Trustee, shall pay over to the said Olive R. Smedes the income from the above mentioned securities, monies or investments in such installments and at such intervals or times as he may deem best, taking into consideration the amount of the income, the intervals or dates of collecting such income, and the needs of the said Olive R. Smedes during her lifetime. The said John 0. Ra-worth, Trustee, is hereby authorized to collect, sell, invest and reinvest said funds in bonds of the United States of America, in bonds guaranteed by the United States of America or in municipal bonds, as he shall see fit, for the use and benefit of the said Olive R. Smedes during her lifetime. I direct that in the event of the death of the said John 0. Raworth, or in the event of his physical or *784 mental inability to act as Executor and Trustee as set forth in this will, The Merchants National Bank and Trust Company of Vicksburg, Mississippi shall, and I hereby authorize that said bank shall, act in his place and stead.
“Item IV
‘ ‘ I hereby direct that upon the death of Olive R. Smedes the principal and interest of the monies, stocks, bonds and investments referred to in Item III above, shall be delivered to my dear niece, Hazel Smedes Crampton, of Philadelphia, Pennsylvania during her lifetime. In the event of the death of Olive R. Smedes and Hazel Smedes Crampton said principal and interest shall be paid to my nephew, Thomas M. Smedes, of Houston, Texas in monthly installments the amount of which are to be determined by my Executor after giving due regard to the needs of the said Thomas M. Smedes.
“Item V
“It is my will and desire that any monies I may have in checking accounts in any banks shall be paid over to 'my niece, Olive R. Smedes, by my Executor, at the rate of fifteen dollars ($15.00) per month, until all of said funds shall have been withdrawn, during her lifetime, and in case of her death said funds shall be paid over to Hazel Smedes Crampton. In case of the death of Hazel Smedes Crampton the said funds shall be paid over to Thomas M. Smedes. ’ ’

Olive R. Smedes, Hazel Smedes Crampton, and Thomas M. Smedes, are sisters and brother, and are the nieces and nephew of the testatrix. Olive R. Smedes died on January 28, 1947, and thereafter John O. Raworth, as trustee under the will of the decedent, filed his petition in the Chancery Court of Warren County praying for a construction of the will and for directions as to the disposition of the trust estate in his hands. Hazel Smedes Crampton and Thomas M. Smedes were cited to appear and answer the petition. Each filed separate answers. Hazel Smedes Crampton claimed the estate in fee and *785 Thomas M. Smedes claimed that Hazel Smedes Crampton was vested only with a life estate with remainder over to him.

The chancellor rendered a decree adjudging Hazel Smedes Crampton to he vested with the trust estate in fee, and from this decree, Thomas M. Smedes appeals.

The sole question presented is whether Hazel Smedes Crampton is entitled to the estate in fee or only to a life estate in the property with remainder over to Thomas M. Smedes.

In undertaking* to construe the will of the testatrix, there are certain rules of construction long recognized in this and other jurisdictions which should he borne in mind.

First, the prime inquiry is the intention of the testatrix. Cross v. O’Cavanagh, 198 Miss. 137, 21 So (2d) 473; Brumfield v. Englesing, 202 Miss. 62, 30 (2d) 514.

Second, the law favors the vesting of the estates at the earliest possible moment. Branton v. Buckley, 99 Miss. 116, 54 So. 850, L. R. A. 1917C, 527; Allen v. Allen, 145 Miss. 368, 110 So. 685.

Third, in the absence of a clear intent to the contrary, that construction should be adopted which will result in a just and reasonable disposition of the property. Patterson v. Patterson, 150 Miss. 179, 116 So. 734; Cross v. O’Cavanagh, supra.

Fourth, life tenancies are not favored. Ewing v. Ewing, 198 Miss. 304, 22 So. (2d) 225, 161 A. L. R. 606.

With these cardinal principles in mind, we institute a search for the intention of the testatrix. It is clear that she created a trust for the benefit of her niece, Olive R. Smedes, during her life, vesting the trust estate, consisting of money in savings accoimt, stocks and bonds, in her nephew, John O. Rawortli, with directions to use the same for the use and benefit of her niece, Olive, so long as she might live and with full authority to invest and re-invest the trust funds. She further directed that upon the death of Olive, the “principal and interest of *786 the monies, stocks, bonds, and investments” be delivered to her niece, Hazel Smedes Crampton, during her lifetime. It will be noted that she does not direct that the trust estate be paid to Hazel during- her lifetime but that she directs that the entire trust estate, all consisting of personal property, be delivered to Hazel, without restricting her as to the use of the income therefrom only, without restriction as to the full use, enjoyment, disposition and total consumption of the entire trust estate, and without the intervention of a trustee to administer the same for her benefit. It is manifest, therefore, that the testatrix intended that Hazel should have the trust estate to do with as she pleased, without any apparent intention of preserving the same for the use of a remainder legatee.

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Cite This Page — Counsel Stack

Bluebook (online)
52 So. 2d 661, 211 Miss. 780, 1951 Miss. LEXIS 406, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-raworths-estate-miss-1951.