Lamar v. McLaren

34 S.E. 116, 107 Ga. 591, 1899 Ga. LEXIS 112
CourtSupreme Court of Georgia
DecidedAugust 2, 1899
StatusPublished
Cited by35 cases

This text of 34 S.E. 116 (Lamar v. McLaren) is published on Counsel Stack Legal Research, covering Supreme Court of Georgia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Lamar v. McLaren, 34 S.E. 116, 107 Ga. 591, 1899 Ga. LEXIS 112 (Ga. 1899).

Opinion

Fish, J.

1. Section 4013 of the Civil Code declares that,. “ When a testator has affected to give property not his own, and has given a benefit to a person to whom that property belongs, the devisee or legatee must elect either to take under or againstihe instrument. The rule does not apply if the . . testator [599]*599has an interest in such property upon which the will may operate,” etc. Counsel for plaintiffs in error contended that the declaration that the rule of election does not apply, “if the-testator has an interest in such property upon which the will may operate,” “was intended to be [an] absolute [rule] so as to preclude uncertain and troublesome speculation as to intention, and to prevent cases of election when a testator might apparently dispose of an entire property when he had only an interest in it; and under the law of Georgia, as it now exists, a testator, in order to raise a case of election, when he has an interest in the property, would be obliged to expressly and distinctly affect to dispose of the other interest.” Such a construction of this declaration of the code would be to change the law as it existed prior to the code in reference to the application of the doctrine of election to cases of constructive or implied election, where the testator and the devisee upon whom a benefit is bestowed, and against whom an election is sought to be enforced, have each an individual share or a partial and limited interest in the property intended to be given to another by the testator. In our judgment no change in the existing law upon the subject was contemplated by the language of the code under consideration, and the interpretation given it by the learned counsel for plaintiffs in error is, we think, unsound. The rule is that, unless the contrary manifestly appears from the words employed, the language of a code section should be understood as intending to state the existing law and not to change it. See Shumate v. Williams, 34 Ga. 249; Mechanics’ Bank v. Heard, 37 Ga. 412; Phillips v. Solomon, 42 Ga. 195; Gardner v. Moore, 51 Ga. 269; City of Atlanta v. Gate City Gas Light Co., 71 Ga. 119; Baird v. Brookin, 86 Ga. 714; Gillis v. Gillis, 96 Ga. 10; Central Ry. Co. v. State, 104 Ga. 841. Especially is this true where a broad principle of equity is the subject-matter dealt with, such as the principle underlying the rule which requires a legatee not to disappoint another legatee, either in whole or in part, by an adverse claim, unless he renounces, in whole or in part, according to circumstances, the legacy bequeathed to himself. The operation, in the expression “upon which the will may operate,” means full operation according [600]*600to the whole intention of the testator, and not a partial or limited operation which would execute this intention in part and leave it in part unexecuted. The very essence of a will is the testator’s intention. Where its effect falls short of his intention, the will is, to that extent, inoperative. If the testator has such an interest in the property disposed of as that his testamentary intention concerning it can be fully carried into effect without encroaching on the alleged right of an adverse claimant to whom the will gives a benefit, the principle of election has no application, and consequently the ride of election does not apply ; for in such a case the testator would not intend to dispose of property not his own, and it is one of the essentials of the application of the doctrine of election that the testator must affect to dispose of property belonging to his donee. If, on the other hand, the testator has an interest in the property disposed of, but his testamentary intention, as it clearly and manifestly appears from the will itself, can not fully operate upon such interest alone, but, to be wholly effective, must encroach upon the right of the owner of the other interest in the property, who is given a benefit under the will, then the principle of election will apply. This was the law prior to the code, and the code does not change it.

In McGinnis v. McGinnis, 1 Ga. 503, Judge Lumpkin said, “To put the legatee, to his election, it is only necessary that the instrument should clearly ascertain the property given; that it was manifestly the intention of the testator to dispose of the property which is not his own; and that the gifts are in such terms as are inconsistent with the notion, that the donee can keep his own estate, and also take under the will, without defeating the intention of.the testator," citing Wilson v. Arny, 1 Dev. & Bat. 378. The learned judge in the same opinion further said: “It is true that the doctrine of election has been held not applicable to cases where the'testator has some present interest in the estate disposed of by him, although it is not entirely his own. In such a case, unless there is an intention clearly manifested in the will to dispose of the whole estate, including the interests of third persons, he will be presumed to intend to dispose of what he might lawfully dispose of, and of no more.” Citing [601]*6012 Story Eq. Jur. 352, now § 1089, 13th ed. In 2 Jarman on Wills (5th ed.), 20-21, it is said that the most numerous, as well as the most difficult class of cases with which the courts have had to deal, consists of those in which the testator and The person against whom the election is sought to be raised have each an undivided share, or some partial or limited interest, in the property, and the question is whether the testator intended the devise to comprise such property, inclusive of the interest of his co-owner; and this author says: “Prima facie ■the testator must of course be understood to refer only to what he had power to dispose of. But the context of the will must be examined, to see whether an intention to include also what he had no such power to dispose of be indicated; and for this purpose, notwithstanding some strong expressions tending to •show the difficulty of applying the doctrine of election to such -cases, the ordinary rules for collecting the testator’s intention must be observed, the question being simply what does the testator mean?” In 1 Pomeroy’s Equity Jurisprudence, §489, the rule is stated as follows: “If a testator owning an undivided share uses language of description and donation which may apply to and include the whole property, and by the same will gives benefits to his co-owner, the question arises whether such co-owner is bound to elect between the benefits conferred by the will and his own share of the property. Prima facie a testator is presumed to have intended to bequeath that alone which he owned,- — -that only over which his power of disposal -extended. Whenever, therefore, the testator does not give the whole property specifically, but employs general words of description and donation, such as ‘all my lands’ and the like, it is well settled that no case for election arises, because there is •an interest belonging to the testator to which the disposing language ■can apply, and the prima facie presumption as to his intent will ■control. [Italics ours.] On the other hand, if the testator devises the property specifically by language indicating a specific gift of the property, an election becomes necessary.

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

Related

Givens v. Ichauway, Inc.
493 S.E.2d 148 (Supreme Court of Georgia, 1997)
Tec America, Inc. v. DeKalb County Board of Tax Assessors
317 S.E.2d 637 (Court of Appeals of Georgia, 1984)
Image Mills, Inc. v. Vora
245 S.E.2d 882 (Court of Appeals of Georgia, 1978)
Wells v. Dickens
162 S.E.2d 552 (Supreme Court of North Carolina, 1968)
Fuller v. Fuller
122 S.E.2d 234 (Supreme Court of Georgia, 1961)
Threlkeld v. Whitehead
98 S.E.2d 76 (Court of Appeals of Georgia, 1957)
Joseph v. Citizens & Southern National Bank
210 Ga. 111 (Supreme Court of Georgia, 1953)
Joseph v. C. & S. NATIONAL BANK
78 S.E.2d 193 (Supreme Court of Georgia, 1953)
Holliday v. Pope
53 S.E.2d 350 (Supreme Court of Georgia, 1949)
Smith v. Guaranty Trust Co.
269 A.D. 537 (Appellate Division of the Supreme Court of New York, 1945)
Roop Grocery Co. v. Gentry
25 S.E.2d 705 (Supreme Court of Georgia, 1943)
Maddox v. First National Bank
11 S.E.2d 662 (Supreme Court of Georgia, 1940)
Alropa Corporation v. Pomerance
8 S.E.2d 62 (Supreme Court of Georgia, 1940)
First National Bank & Trust Co. v. Roberts
1 S.E.2d 12 (Supreme Court of Georgia, 1939)
Rieves v. Smith
192 S.E. 372 (Supreme Court of Georgia, 1937)
Rogers v. Carmichael
192 S.E. 39 (Supreme Court of Georgia, 1937)
Atlanta Coach Co. v. Simmons
190 S.E. 610 (Supreme Court of Georgia, 1937)
Clark v. Newsome
178 S.E. 386 (Supreme Court of Georgia, 1935)
Gilmore v. Mutual Benefit Life Insurance
175 S.E. 681 (Supreme Court of Georgia, 1934)
State Banking Company v. Hinton
172 S.E. 42 (Supreme Court of Georgia, 1933)

Cite This Page — Counsel Stack

Bluebook (online)
34 S.E. 116, 107 Ga. 591, 1899 Ga. LEXIS 112, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lamar-v-mclaren-ga-1899.