Lester v. Stephens

39 S.E. 109, 113 Ga. 495, 1901 Ga. LEXIS 290
Supreme Court of Georgia·Decided May 21, 1901·Published·Cited by 27 cases

Opinion

Simmons, C. J.

In May, 1900, Mrs. Stephens made her will. She died in the following July. So far as the will is material to the present case, its exact terms are shown' by the reporter’s statement, supra. By it she gave her brother and sisters all of her property. In the third item she undertook to create a trust in the property given, and to appoint her husband, Peter Stephens, trustee. Her husband was also appointed executor. She directed that her husband should have full control and management of the property for the term of his natural life. The husband qualified as executor, and took possession of the property. In December, 1900, the brother, two of the sisters named in the will, and the husband and children of the other sister (who had died subsequently to the death of the testatrix) filed an equitable petition against Stephens, as executor and trustee, and two others. The petitioners claimed to be the sole devisees and legatees under the will, alleged that the es[498] tate owed no debts and that there was no necessity for administration, and claimed that the trust attempted to be created was executed at the death of the testatrix, as all of the beneficiaries were sui ■juris and had no intemperate, wasteful, or profligate habits. They also alleged that Stephens claimed a life-interest in the property, ¡that he was insolvent, had given no bond, arid was incompetent to manage the estate. They also alleged that he was wasting and mismanaging the estate, having made a contract with his codefendtants to cut, saw, and sell the trees and standing timber upon the land, and that he was in other respects mismanaging the estate. .They prayed for a construction of the will, that the trust be declared to be executed and void, that the executor be compelled to .turn over the property to them as there was no necessity for administration, and that the defendants be restrained from committing .the acts of waste and mismanagement alleged. Stephens answered, .claiming that, under the will, he had a life-estate in the property .devised and bequeathed, admitting his insolvency but denying his incompetence to manage the estate, and denying that he was committing the acts of waste and mismanagement set out in the petition. His answer also admitted that the estate owed no debts, but claimed that he could not be sued before the expiration of twelve months from his qualification as executor. The other defendants answered, denying that they, in conjunction with Stephens, were committing waste, and claiming that they were improving the property. Affidavits were submitted by each side, but it is unnecessary to set them out here. At the hearing the trial judge refused {¡he injunction, and the plaintiffs excepted.

1. The testatrix by her will undertook to create a trust for her brother and sisters, who were sui juris and had no intemperate, wasteful, or profligate habits. This, under the Civil Code, § 3149, she could not do. When, therefore, she died, the trust became immediately executed.

2. The trial judge, whose opinion appears in the record, took the view above announced, but decided that the husband, under the will, took an interest for life in the use of the property, and that the intention of the testatrix was to postpone the vesting of the devises and legacies to the brother and sisters until the death of the husband. The real intention of the testatrix may have been, as decided by the judge below, that the brother and sisters should not [499] take possession until after the death of the husband; but the words used in the will do not express such an intention. The will gives the husband the right to the possession of the property, hut the use of it is not for his benefit but for the benefit of the brother and sisters. The possession and control of the property is not given to the husband as an individual, but as trustee and executor. The language of the will shows clearly that the husband as an individual was not to receive any of the rents or profits for himself, but was to receive them as executor and as trustee for the brother and sisters. If the testatrix had any right to create a trust for persons sui juris, the trust was immediately executed and the title passed to the beneficiaries. They were entitled upon her death to full control of the property, subject to the right of the executor to administer the estate, and their possession could not be postponed to the death of the trustee. To allow the trustee to retain possession and control during his life, and postpone the possession of the beneficiaries until his death, would be to do indirectly what the law says could not be done directly. While the intention of the testator should, if legal, always govern the construction of his will, yet if this intention is illegal or contrary to public policy, it must yield to the rules of law. See Hertz v. Abrahams, 110 Ga. 707, and eases cited.

3. The petition filed by the plaintiffs in error was for the purpose of compelling the defendant to turn over the property to them immediately, to restrain him from interfering with certain portions of the property, and to have a receiver appointed. While it is true that the testatrix had no power to create a trust in favor of her brother and sisters, it is also true that she did have full power to appoint her husband her executor. It appears that her husband qualified as executor, and is in possession of all of the property mentioned in the will. While the title to the property may have vested in the brother and sisters as against the trustee, yet the law is well settled that the devisees and legatees can not enter into possession of the property devised and bequeathed, without the assent of the executor. Indeed the Civil Code, § 3319, declares that the title does not pass to them until the executor gives his assent. The petition in the present case nowhere alleges that the executor has assented to the devises or legacies, nor does it allege that he has refused his assent as executor. It does, allege that the husband' [500] claims a life-estate in the property, and he so admits in his answer; but we think, in view of the construction put upon the will by the executor and his counsel and by the court below, that this can not-be construed into a refusal as executor to assent to the devises and legacies. After the executor is informed of the construction put-upon the will by this court, he may voluntarily assent. If he refuses to do so, then a court of equity may compel him to assent-Civil Code, § 3320.

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

Lester v. Stephens, 39 S.E. 109, 113 Ga. 495, 1901 Ga. LEXIS 290 (Ga. 1901).

39 S.E. 109 (Lester v. Stephens) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

Related

Dawson v. Dawson
597 S.E.2d 114 (Supreme Court of Georgia, 2004)
Brewton v. McLeod
114 S.E.2d 409 (Supreme Court of Georgia, 1960)
Love v. McManus
67 S.E.2d 218 (Supreme Court of Georgia, 1951)
American Telephone & Telegraph Co. v. Smith
27 S.E.2d 305 (Supreme Court of Georgia, 1943)
Benton v. Turk
4 S.E.2d 580 (Supreme Court of Georgia, 1939)
Finn v. Dobbs
4 S.E.2d 655 (Supreme Court of Georgia, 1939)
Butler v. Floyd
191 S.E. 460 (Supreme Court of Georgia, 1937)
Stout v. Massachusetts Mutual Life Insurance
189 S.E. 248 (Supreme Court of Georgia, 1936)
Earle v. Barrett
180 S.E. 855 (Court of Appeals of Georgia, 1935)
Chapman v. Hamilton National Bank
179 S.E. 650 (Court of Appeals of Georgia, 1935)
Terry v. Chandler
158 S.E. 572 (Supreme Court of Georgia, 1931)
McLarty v. Abercrombie
149 S.E. 30 (Supreme Court of Georgia, 1929)
Willingham v. Watson
142 S.E. 458 (Supreme Court of Georgia, 1928)
Peck v. Watson
142 S.E. 450 (Supreme Court of Georgia, 1928)
Palmer v. Neely
135 S.E. 90 (Supreme Court of Georgia, 1926)
Clements v. Fletcher
114 S.E. 637 (Supreme Court of Georgia, 1922)
Munford v. Peeples
108 S.E. 454 (Supreme Court of Georgia, 1921)
Clay v. Clay
101 S.E. 793 (Supreme Court of Georgia, 1920)