In Re Will of Jones

289 So. 2d 42
District Court of Appeal of Florida·Decided December 31, 1973·No. 73-49·Published·Cited by 1 cases

Opinion

289 So.2d 42 (1973)

In re Trust under WILL OF Susie L. JONES, Deceased.
Phyllis D.L. AHLRICH et al., Appellants,
v.
Milender JONES, Individually and As Executrix of Russell Alvin Jones, Deceased, et al., Appellees.

No. 73-49.

District Court of Appeal of Florida, Second District.

December 31, 1973.
Rehearing Denied February 21, 1974.

*43 Edmund S. Whitson, Jr., of Baker, Whitson & Whitson, Clearwater, for appellants.

Milton D. Jones of Wightman, Rowe, Weidemeyer & Jones, Clearwater, for appellee, Milender Jones.

James A. Baxter of Macfarlane, Ferguson, Allison & Kelly, Clearwater, for appellee, First National Bank & Trust Co. of Dunedin.

COWART, JOE A. Jr., Associate Judge.

From a casual reading, the will of Susie L. Jones appears well enough drawn. It is not. It gives property outright to a daughter, providing that if the daughter predeceases the testatrix, such property to go to the daughter's issue in equal shares. A home is similarly devised outright to a son Russell Alvin Jones. A grove caretaking business is given outright to three other named sons, again providing that if any such son predeceased the testatrix, his one-third interest would go to his issue in equal shares. All five children survived the testatrix.

The residue of the estate, apparently mostly citrus groves, was left in trust. The trustee was directed to annually pay one-fifth of the net income to each of the five named children and:

In the event any of my said children fail to survive me, then the share which such deceased child would have received if living shall go, in equal shares, to the issue of such deceased child living at the time of such distribution.

It will be here noted that as to distribution of income, while the scrivener contemplated the contingency of a beneficiary not surviving the testatrix-settlor and provided for a gift over to such predeceasing beneficiary's issue, not contemplated was the possibility of the beneficiary surviving the testatrix-settlor but dying before final distribution of the trust corpus. This becomes important for two reasons, viz: (1) the trust provides that net proceeds of interim sales and the residuary trust corpus would be distributed in the manner prescribed for the distribution of the net income (the omission is thus adopted by reference and doubly compounded); and (2) Russell Alvin Jones remarried and died testate during administration of his mother's trust, leaving his estate to the step-mother of his three children.

Paragraph 8, Item 4, of the testamentary trust mandates the trustee to sell any of the trust property upon the written request of a majority of the settlor's children and specifically "in connection with the request for a sale of any of the trust property" the scrivener now considers the second contingency and provides "in the event any of my said children fail to survive me or die pending the administration of the trust, — the [decision of a] majority of the then living issue of such deceased child shall be accepted in the place of the request of such deceased child".

Another problem is that there is no time certain provided for the trust to terminate and termination is to occur "at such time as all of the real property in the trust has *44 been sold and all of the sales price collected". This trust was qualified under Chapter 737 and the trustee has power of sale under Paragraph 7, Item 4, and under F.S. Sec. 691.03(2), F.S.A., and may be required to sell under Paragraph 8, Item 4, nevertheless, there is no requirement that these events ever occur and thus it is argued that this trust is of indefinite duration and offends the rule against unreasonable restraints on alienation.

By omission of clear provision as to distribution of the trust income and corpus allocated to a child when such child survived the testatrix-settlor but died during the life of the trust renders the trust ambiguous and it therefore becomes the duty of the court to construe the will to ascertain, if reasonably possible, the intention of the testatrix-settlor from the document itself and by application of established principles of law. Study of the entire will reveals clearly that Susie P. Jones desired to give each of her children something outright and to leave the balance of her property in trust for their benefit. From the entire will it further clearly appears that the testatrix' paramount purpose was to provide for her property to pass to, or be held for the beneficial interest of, primarily, her five children and, secondarily, the issue of her children. This is normal because these two classes are, of course, the natural objects of her bounty. The provisions for gifts over as to the outright devises (although by later events made inapplicable) together with the "managerial authority" as to requests to sale trust property bestowed by Paragraph 8, Item 4, on the then living issue of any child dying pending the administration of the trust, and the absence of any provisions to the contrary, leads to the conclusion, and this court so construes the trust and holds, that the intent and plan of the testatrix-settlor was to vest the equitable title to one-fifth of the trust property in each named child subject to divestment or complete defeasance[1] as to all income and corpus not distributed to such named child during its lifetime with a gift over of such undistributed income and corpus to the issue of any such child living (i.e., those in ventre sa mere and in esse) at the time of the death of any such child as may die before the trust is finally distributed, in equal shares per stirpes.[2] Therefore, the appellants, being the three children (issue) of Russell Alvin Jones, succeed to the remaining one-fifth interest of trust income and corpus which their father would have received had he survived until final distribution of the trust and the father having no devisable interest in said trust, his estate has no interest therein.[3] Such gifts over to issue, unlike those to the named children, are class gifts which, upon their ancestor's death, vest absolute and indefeasibly in the members of the class when it closes and are not then subject to divestment or condition subsequent, or other contingency as to interest and, although equitable in nature are fully and freely alienable and devisable.

Paragraph 8 of Item 4 providing a method by which a majority of the beneficial interests may require the trustee to sell trust property provides "Net proceeds from any such sale shall be distributed in the same manner as — income from said groves". As noted above, Paragraph 5 of Item 4 provides that "The trustee shall annually pay to each of my five children — one-fifth of the net income from the trust property; — ". Therefore, it appears the intent of the settlor is that net proceeds from requested sales of trust property should be treated as net income and should be distributed annually to the beneficiaries. This construction permitting partial distribution *45 of trust corpus adds meaning and value to the beneficiaries' right to require sales, otherwise the only way beneficiaries can obtain a distribution of corpus is to require sale of all property and thereby effect a termination of the entire trust and final distribution under Paragraph 9 of Item 4.

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In Re Will of Jones, 289 So. 2d 42 (Fla. Ct. App. 1973).

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