Lumpkin v. Patterson

152 S.E. 448, 170 Ga. 94, 1930 Ga. LEXIS 406
CourtSupreme Court of Georgia
DecidedFebruary 20, 1930
DocketNos. 7101, 7102
StatusPublished
Cited by21 cases

This text of 152 S.E. 448 (Lumpkin v. Patterson) 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
Lumpkin v. Patterson, 152 S.E. 448, 170 Ga. 94, 1930 Ga. LEXIS 406 (Ga. 1930).

Opinions

Hill, J.

(After stating the foregoing facts.) We, are called upon in this case to review the judgment of the trial court construing the will of Louis F. Garrard Sr., a distinguished lawyer and member of the bar of this court in his lifetime. The will in its entirety is set out in the foregoing statement, inasmuch as it is insisted that in order to construe it properly we should consider everything within its “four corners.” This we have done. The case has been argued with great ability by learned counsel for all parties at interest, and the briefs have been prepared with evident painstaking care and after diligent research and analysis of the authorities cited. The writer has spent much time in studying the record-and authorities bearing upon the question at issue, and has reached the conclusion that the able trial judge properly decided the case on all the points raised. The trial judge’s decision is set out in the foregoing statement. Item -1 of the will provides: “ Should I survive my wife, in that event I give, bequeath, and devise all of my property, of whatsoever kind and character, real and personal, to my children, share and share alike, subject to the deduction and provision made for minor children hereinafter expressed in item fifth of this will.” Item 6 provides: “Out of the share of my estate going to each one of my daughters, at the time mentioned for final distribution of my estate in the third and fourth items of this will, I direct that the sum of twenty-five hundred dollars ($2500) of each of said daughters’ shares be invested in a house and lot, the title to which said house and lot shall be taken in the name of said daughter for and during her natural life, and at her death to her legal heirs. I have directed this investment to be made to insure, as far as human foresight can, a home for each one of my daughters. I do not mean to limit the amount to be invested in said home to be tire sum of $2500 as a maximum sum. Either or all of my said daughters shall have the right to direct an additional amount out of her share to be added to the sum of $2500, but the title to said property must in any event be taken as in this item directed. After the investment has been made of a portion of the share of each of my said daughters, as provided for in the foregoing part of tins the sixth item of mv [103]*103will, I desire and direct that the remaining portion of the shares of each of said daughters shall be invested in property, either registered bonds or real estate, the title of which said property shall be taken in the name of said daughter for and during her natural life, and at her death to her legal heirs. When those investments have been made, tlie possession and use of said property is to be turned over to each of said daughters, and all of the income, rents, and profits arising out of the same shall be used and onjo3ed by said daughters, with no other restrictions, except that they shall in no wise create any incumbrance or lien on their life-estate in the same.” It will be observed that the testator was very solicitous about securing the shares devised and bequeathed to his wife and daughters, in order that they might have a home and support during their natural lives, and twice in item 6 he declares that at the daughter’s death the property shall go “to her legal heirs.”

While testator showed a fatherty anxiety “to insure, as far as human foresight can, a home for each of his daughters,” the construction we give the will also provides for his grandchildren, if aity, and the fact that he used the word “children” twenty-four times, as contended, in referring to his children, shows that he was tyying to provide for his blood-kin. But upon failure of grandchildren, testator’s intention no doubt was that on failure of any daughter to have children at her death such share should go “to the heirs at law” of testator, as held by the trial judge. , When the will was written in the year 1900, what is now section 3660 was in the Code then of force, and was the law of tire land at that time; and we are bound to assume that the testator, being a skilled lawyer, knew that the words “legal heirs” were of similar import to “lawful heirs,” as contained in section 3660 and that those words meant “children.” Testator had put a limitation'irpon his property as far as the law permits; and when he devised the property to his daughters for life, and at their death to their “legal heirs,” or “children,” he must have known the effect of the use of such language. At any rate, he was bound to know the legal meaning of such language, because it was the law of force at the time the will was written. The foregoing construction is in harmony with the testator’s intention. So we are called upon to determine what the words, “to her legal heirs,” mean in the will under construction. The following sections of the Civil Code of 1910, have been frequently construed by this court:

[104]*104“§ 3659. The word ‘heirs/ or its equivalent, is not necessary to create an absolute estate; but every conveyance, properly executed, shall be construed to convey the fee, unless a less estate is mentioned and limited in such conveyance. If a less estate is expressly limited, the courts shall not, by construction, increase such estate into a fee, but, disregarding all technical rules, shall give effect to the intention of the maker of the instrument, as far as the same is lawful, if the same can be gathered from its contents; and if not, in such case the court may hear parol evidence to prove the intention.
“§. 3660. Limitations over to ‘heirs/ ‘heirs of the body/ ‘lineal heirs/ ‘lawful heirs/ ‘issue/ or words of similar import, shall be held to mean ‘children/ whether the parents be alive or dead; and under such words, children and the descendants of deceased children, by representation, in being at the time of the vesting of the estate, shall take.
“§ 3661. Estates tail are prohibited and abolished in this State. Gifts or grants to one, and the heirs of his body, or his heirs male or heirs female, or his heirs by a particular person, or his children or his issue, convey an absolute fee. Estates tail being illegal, the law will never presume or imply such an estate. Limitations which, by the English rules of construction, would create an estate tail by implication in this State shall give a life-estate to the first taker, with remainder over in fee to his children and their descendants, as above provided; and if none are living at the time of his death, remainder over in fee to the beneficiaries intended by the maker of the instrument.
“§ 3662. All limitations over after the-death of the first taker, upon his dying without heirs, or dying without issue, or dying without leaving heirs or issue, or on failure of issue, or other and equivalent terms, shall be construed to mean a failure of heirs or issue at the time of the death of the first taker, and shall convey the estate in the manner prescribed in the preceding section.”

As we view this case, § 3660 stands out independent of §§ 3661 and 3662. It is true § 3661 refers to § 3660 by use of the words “as above provided,” but merely to identify children and their descendants as the takers of remainder interests in case oE an estate tail by implication. A case very similar in its facts to the present is that of Milner v. Gay, 1-15 Ga. 858 (90 S. E. 65), where this court held:

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Bluebook (online)
152 S.E. 448, 170 Ga. 94, 1930 Ga. LEXIS 406, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lumpkin-v-patterson-ga-1930.