Jordan v. Jordan's Adm'r

65 Ala. 301
CourtSupreme Court of Alabama
DecidedNovember 15, 1880
StatusPublished
Cited by26 cases

This text of 65 Ala. 301 (Jordan v. Jordan's Adm'r) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jordan v. Jordan's Adm'r, 65 Ala. 301 (Ala. 1880).

Opinion

BEICKELL, O. J.

— Any instrument in writing, whatever may be its form, executed in conformity to the provisions of the statute of wills, manifesting a posthumous destination of property, real or personal, can take effect only as a will; and rights under it can not be asserted or recognized, until it has been admitted to probate in the proper forum.' — Dunn v. Bank of Mobile, 2 Ala. 152; Shepherd v. Nabors, 6 Ala. 631; Gilham v. Martin, 42 Ala. 365; Daniel v. Hill, 52 Ala. 430; Elmore v. Mustin, 28 Ala. 309; Kinnebrew v. Kinnebrew, 35 Ala. 625. It is not a matter of moment, what is the designation of the instrument upon its face, nor how it may have been received and acted upon by the parties having beneficial interests under it. The true inquiry is, as to the effect and operation the party making it intended it to have. A will is defined to be an instrument by which a person makes a disposition of property to take effect after his death ; and as its operation is postponed during life, it is, in its own nature, ambulatory and revocable. It is this ambulatory and revocable quality which distinguishes it from deeds, and other similar instruments of transfer or conveyance, taking effect, if at all, at the time of execution. Not that instruments of transfer or conveyance must necessarily pass present, immediate rights of possession or enjoyment; but, whatever is the right or interest created, it must pass at the time of execution; When the interest is created and passes by such instruments, the postponement of possession or enjoyment, or of vesting, is produced by the express terms, and not by the nature of the instrument. The illustration usually given in the books is of a deed by which the grantor limits lands to the use of himself for life, with remainder to [306]*306the use of A in fee. The usufructuary enjoyment is precisely the same, as if he should by his will devise such lands to A in fee. The difference between the two, however, is apparent. Immediately upon the execution of the deed, the remainder in fee vests, though possession and enjoyment is' postponed. By no act of the grantor can it be revoked, annulled, defeated, or impaired. The execution of the will passes no estate, vests no title, creates no interest or right; all are dependent upon the death of the testator, in whom resides the absolute, unqualified power of revocation, though it is not reserved or expressed.

It is often a matter of extreme difficulty to ascertain, when an instrument is unskillfully drawn- — when it employs alike apt words of conveyance and of devise or bequest, commingles provisions often found in deeds, with provisions generally found in wills ; and there is an express postponement of possession and enjoyment until after the death of the party executing it — whether it is intended as testamentary, or as a conveyance operating presently to create estates, rights and interests, which are irrevocable. It is the intention of the party executing, to be collected from the terms of the instrument, when these are read in the light of surrounding circumstances, which must prevail.

The instrument proposed to be introduced as the evidence of the appellants’ title, and of the divestiture of the title of the intestate, Mrs. Jordan, was executed and delivered by her; and it is properly executed either as a will, or as a deed. It disposes of money then in the possession of the intestate, and of money to be raised by a sale of personal property not otherwise specifically disposed of ; and contains directions as to the burial and decoration of the grave of the maker. It commences with the words : - “For and in consideration of the love and affection I have for the following named persons, I do give, grant, and convey to each'one of them; ” and it concludes, “ and I also further request and enjoin upon my son David C. Jordan, that he take charge of, and manage in the interest, and to the benefit of my daughter, Arethusa A. Jordan, all the real and personal property herein and elsewhere deeded unto her, the said Arethusa A. Jordan. I also further request that my sons, Alexander Jordan and D*vid C. Jordan, shall take charge of all the real and personal property herein and elsewhere deeded, and that they proceed to place the owners thereof in possession of the same, with the least delay and expense possible, after my death ” ; followed by the testimonial clause usual in deeds. There cannot be any particular importance attached to the word “ deeded,” though, in popular accepta[307]*307tion it signifies a transfer by deed, found in the concluding clause of the instrument which we have quoted. In a preceding part of the instrument, is found this clause, “ The proceeds of all the personal property and effects not otherwise herein bequeathed,” which signifies a disposition by will. These words were doubtless used loosely and carelessly, and do not afford any valuable aid in arriving at the intention of the donor. That is more satisfactorily ascertained from a careful consideration of the whole structure, and all the terms of the instrument, to which we are confined, there not being any evidence of the circumstances surrounding the donor when it was executed, which would aid in ascertaining the intention. From the whole structure, and all the terms of the instrument, we are satisfied it is strictly testamentary— that it was intended by the donor as a disposition of all her personal property, to take effect after her death.

The sons, David C., and Alexander Jordan, are not nominated as executors; but the duties they are required to perform, are strictly executorial. It is only after the death of the donor, that they have capacity or authority to take any step ; and then it is that they are to take charge of all the property, the money on hand, and the other property of which disposition is made, and to place the owners in possession. An irrevocable disposition of money in the possession of the donor, and of which, during life, possession is to remain with him, is not usual, nor can it be supposed it was in this instance contemplated. It would scarcely have been a violation of duty and of good faith, which a court of equity would have intervened to prevent, if the donor had made a hazardous loan, or an injudicious investment of the money, after the execution of the instrument; nor can we suppose that, under any circumstances, the .aid of the court could have been invoked, to compel her to give security for its payment on her death; or that a receiver would have been appointed, to hold it during her life, that on her death it should reach the destination given it by the instrument. Nor can it be supposed that it was the intention, if from any cause the identical money ou hand at the execution of the instrument should have been lost or converted, and at her death there was other moneys sufficient to meet the dispositions of the instrument, that the right of the donees should not attach to such moneys — that their rights were confined and limited to the identical money in the hands of the donor when the instrument was executed. Yet, if it is a deed, speaking and taking effect from its execution, that would be the consequence ; while, if it is a will, speaking and taking effect from the death of the donor, their rights would attach [308]*308to the moneys then on hand. Again, the disposition is of all the personal property of the donor ; and if it be a deed, it strips her of all right and interest therein, except possession during her life. It is evident, portions of this property must be consumed in the use, and much of it was of that kind which may be designated

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Bluebook (online)
65 Ala. 301, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jordan-v-jordans-admr-ala-1880.