King v. Lee County Bank

226 So. 2d 46, 1969 Fla. App. LEXIS 5224
CourtDistrict Court of Appeal of Florida
DecidedAugust 13, 1969
DocketNo. 68-40
StatusPublished
Cited by1 cases

This text of 226 So. 2d 46 (King v. Lee County Bank) is published on Counsel Stack Legal Research, covering District Court of Appeal of Florida primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
King v. Lee County Bank, 226 So. 2d 46, 1969 Fla. App. LEXIS 5224 (Fla. Ct. App. 1969).

Opinion

HOBSON, Chief Judge.

This is an appeal from an order interpreting the Will of Maude L. Wood. The appellants are the heirs at law of Maude L. Wood. The appellee, Lee County Bank, is the administrator c. t. a. of the Estate of Maude L. Wood. The remaining appellees are the named devisees in the Fifth Paragraph of the Will of Maude L. Wood and shall be referred to herein as the devisees. Maude L. Wood will be referred to herein as “decedent” and Austin C. Wood, Maude L. Wood’s husband, will be referred to herein as “decedent’s husband.”

The facts involved are in all material aspects undisputed. The decedent and her husband executed similar wills leaving his or her entire estate to the survivor of the two. Decedent’s husband predeceased her and therefore his entire estate went to the decedent.

The decedent and her husband in their wills had a similar paragraph Fifth, a portion of which reads as follows:

“If my said husband, AUSTIN C. WOOD, and I perish in a common disaster, or die as a result of injury sustained in a common disaster and it is impossible to determine which predeceased the other, then I give, devise and bequeath my Estate as follows

Following this there are thirteen named devisees which are identical in both wills.

The problem arising from the decedent’s will (which was common to both wills) is that no provision was made for the disposition of the decedent’s estate in the event she and her husband did not perish in or as a result of a common disaster and her husband predeceased her.

The question presented to the lower court was: In view of paragraph Fifth of decedent’s will, and the fact that decedent’s husband, Austin C. Wood, predeceased the testator, who shall take under the will, the named devisees in paragraph Fifth or the heirs at law through intestacy?

The lower court held that there was an ambiguity in the will and therefore parol evidence was admissible to show the intent of the decedent. After taking testimony the lower court found that the true intent of the decedent was for the named devisees to take under the will and not that her estate pass under the laws of intestacy. The learned county judge entered his findings and opinion as follows, with which we agree and adopt as part of this opinion:

“ * * * For clarity and conciseness the parties will be referred to henceforth as Devisees and as Heirs, even though some individuals land in both camps.
“The Heirs have objected to any Will interpretation at all, contending no' ambiguity exists for the Court to interpret. At first blush it would appear the Heirs are upon solid ground, however it is the duty of this Court to follow the law as well as construe a Will as near to the Testator’s intent as can be done. We are not to swallow rules of construction or ancient concepts which do violence to the Testator’s intent. This Court is inclined to follow the law as set down by the Honorable Judge Wigginton, In Re Parker’s Estate, 110 So.2d 498, and the numerous cases cited therein in which it was stated ‘It is uniformly held in this jurisdiction that in construing last Wills and Testaments the polar star by which the Court [48]*48is guided is the intent of the testator as ascertained by a consideration of the entire. instrument, and not some isolated segment thereof.
“ ‘In determining intent, the situation of the testator at the time he made his will, the ties that bound him to the object of his beneficence, the motives which prompted him to make the will he did make, and the influence that wrought on him at the time will all be considered in arriving at the purpose of the testator. When once the intention has been discovered, the wording of the will shall be given such liberal construction as will effectuate the intention of the testator consistent with established rules of law. One of the important factors to be considered in arriving at testator’s intent is the apparent testamentary scheme adopted by him for disposition of his property as shown by the terms and provisions of his will.’
“It is more than difficult, yes, even impossible, for this Court to convince itself the Testator intended to execute a testamentary devise that would, under a normal, expected and common occurrence, cause her Estate to devolve upon persons unknown to her or her husband.
“The scrivener’s testimony shows the Decedent brought a list of devisees to his office after a thorough consideration of same with her husband. The list was in her own handwriting. The identical devisees and percentages appeared in the Husband’s Will and in the Wife’s Will. It is interesting to note the relationships of each devisee and the percentages taken under paragraph Fifth. Four devisees were three relatives and the college fraternity of Austin Wood with no connection to Maude Wood. These four devisees were to receive 421/2% of the Estate. Seven devisees were six relatives of Maude Wood and a church, in mem1 ory of her mother. None of whom where shown to have any connection with Austin Wood. These devisees were to receive 50% of the total Estate. The other 7^/2% of the total Estate was devised to two devisees, a natural person and a hospital. There is no showing in this case as to whether there existed any personal interest by one testator in such devisee (sic). The mere devision of the Estate assets as above set forth, almost by itself, scream out the intent.
“The testimony and the surrounding circumstances, as well as the terms of the Will paint a perfect picture. Here an elderly couple, with no immediate family and no direct descendants, sit down together and draft a list of names for the ultimate disposition of their wordly goods. The devises in paragraph FIFTH reflect almost a 50-50 split between the relatives of the husband and the relatives of the wife. The over-all testamentary disposition of each Will is so clear and rational there almost arises a contractual obligation on the part of a survivor to continue this testamentary scheme, at least as to the relatives and charities relating to the spouse who predeceases.
“The Court is not ignoring the strong argument of the heirs nor the law as presented to the Court. The cases cited to the Court by the heirs are most persuasive. They do present, however, only rules and canons of interpretation. All of these rules and canons are devises (sic) contrived by our Courts to arrive at one ultimate conclusion: The testamentary intent of the Testator. The Court is further aware this particular point is a matter of first impression in the State of Florida, and one not to be decided lightly. However to follow these rules and canons blindly merely because they have controlled some cases in other jurisdictions in the past would, in this case, violate and destroy an overall testamentary scheme clearly set forth, but ineptly expressed. The question in this case is identical to the one expressed in the New Jersey case of Darpino vs. D’Arpino, 73 N.J.Super. 262; 179 A. 2nd 527, at page 531 ‘The question presented is simply this: Will the Court ex[49]

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

Related

In Re Estate of Wood
226 So. 2d 46 (District Court of Appeal of Florida, 1969)

Cite This Page — Counsel Stack

Bluebook (online)
226 So. 2d 46, 1969 Fla. App. LEXIS 5224, Counsel Stack Legal Research, https://law.counselstack.com/opinion/king-v-lee-county-bank-fladistctapp-1969.