Marks v. Southern Trust Company

310 S.W.2d 435, 203 Tenn. 200, 7 McCanless 200, 1958 Tenn. LEXIS 293
CourtTennessee Supreme Court
DecidedFebruary 6, 1958
StatusPublished
Cited by23 cases

This text of 310 S.W.2d 435 (Marks v. Southern Trust Company) is published on Counsel Stack Legal Research, covering Tennessee Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Marks v. Southern Trust Company, 310 S.W.2d 435, 203 Tenn. 200, 7 McCanless 200, 1958 Tenn. LEXIS 293 (Tenn. 1958).

Opinion

Mr. Justice Burnett

delivered the opinion of the Court.

We have an inter vivos, irrevocable trust conveyance dated January 16, 1928, for interpretation. (A copy of the trust is attached to this opinion as Appendix A. )

*203 At the date of execution of this trust instrument the trustor had one son Albert S. Marks who died on February 13, 1943. The trustor or settlor died on July 5, 1930, at which time she left this one son. This son is survived by his widow, the defendant herein, and four children, Arthur H. Marks, Dempsey H. Marks, Albert S. Marks, III, and Mary E. Marks (now Mary M. Powers). These children have had issue born to them which are the great-grandchildren of the settlor, and all are living.

The first child not named in the trust instrument, Mary M. Powers was born February 19, 1928, or 34 days after the date of execution of the instrument in question. Louise Hunter Marks, the wife of Albert S. Marks and the mother of these children was 35 years of age at the time of the execution of this instrument.

On May 1, 1928, the settlor or trustor established another separate trust for Mary E. Marks alone of $10,000 with the same trust company as trustee. The value of the real estate conveyed in the trust instrument at the time of the making of the trust instrument was $60,000.

The trust instrument was prepared by one of the topflight lawyers of the Nashville Bar.

The trustor or settlor made her will which was dated September 2, 1929, and was probated in July after her death. In this will she left all of her personal property to her son Albert Marks for life and then “it was to be turned over to a good trust company which shall divide the income equally”, among her “grandsons”, the same ones that are named in the trust instrument ‘ ‘ as long as *204 they shall live”. There is no provision in the will for the girl, her granddaughter.

The suit was filed for a construction of this instrument and to have a partition in kind of the property as provided in the instrument. The contention obviously is that Mary M. Powers (Mary Marks) is supposed to share equally with her three brothers under this trust according to its provisions. The counter to this contention is the contention that the three brothers being named alone, especially in the habendum clause, are the only ones intended to share in this trust instrument. The contention is likewise made that the separate trust for Mary was another reason to show the intention of the settlor that she was not to share in this trust.

"We have read the excellent briefs filed by both sides herein, several times, as well as the record. We have likewise made a rather extensive independent investigation of the authorities. Obviously the question is not easy, but after several days of thoughtful consideration we have arrived at the conclusion that the Chancellor was correct in his determination hereof.

The able Chancellor concluded that the determination of the questions here involved depended on the proper answer to two questions, namely:

“ [1] Did Mrs.. Mary H. Gholson, the Trustor, intend for all of the children of Albert S. Marks to comprise a class of beneficiaries under the trust; and
“ [2] Will the inclusion of Mary M. Powers, a child of Albert S. Marks, born after the execution of said trust, but who was a child en ventre sa mere at the time of execution, as one of the beneficiaries of the class *205 referred to as the children of Albert S. Marks, violate the Rule against Perpetuities?”

We first have the problem to determine the true and proper construction and intent of the settlor of this instrument just as if there were no such thing as the rule against perpetuities, and then after we have made up our minds and reached a proper construction of this instrument to apply the rule of perpetuities rigorously, in complete disregard of the intention of the settlor. We say this because the rule against perpetuities is not a rule of construction, but is a pre-emptory demand of the law. Crockett v. Scott, 199 Tenn. 90, 284 S.W.2d 289, 56 A.L.R.2d 442. It is not a test to determine intention; its object is to defeat intention. Cray on Perpetuities, Second Edition, Section 629.

Instruments of the kind here in question are to be construed and interpreted generally as are contracts, deeds, or wills. 90 C.J.S. Trusts sec. 161 c, p. 19.

Of course the important thing in the construction of the trust instrument is to determine the intention of the settlor as evidenced by all the provisions of the instrument, giving no portion any greater emphasis than any other. Russell v. Brown, 195 Tenn. 482, 260 S.W.2d 257; Hutchison v. Board, 194 Tenn. 223, 250 S.W.2d 82, and others. In determining this intention we cannot follow any hard and fast rule but each case must be considered on its own bottom. The peculiar facts and circumstances and so forth, are considered to determine what is this intention. It is not necessarily so much the language that is used by the settlor as it is his or her evident intention which governs.

*206 One clause in tlie instrument which might be in conflict with another clause will not necessarily prevail over the other unless there is an evident and clear intention on the part of the maker that one clause should prevail over the other. We have of course for very obvious reasons long since abolished all technical rules of construction which were used at common law because it was felt that in construing these instruments that the intention of the maker was the primary purpose to be considered.

Having these various rules in mind the able Chancellor interpreted and found as the meaning of this instrument as follows:

“Paragraph 1 of the deed of trust stated the Trust- or’s intention to convey certain realty ‘in trust so that I, my son, his wife and children, may always have a home and a support that can not be taken for debts and can not be disposed of during the continuance of this trust, except as herein provided.’
“The first paragraph of Article 3 states that upon the death of the Trustor’s son and wife, the income, rents and profits from said property shall ‘go for life to the children then living of my said son, Albert S. Marks, equally, share and share alike, and to the descendants per stirpes, of any that may be dead.’ It is apparent that the use of the words ‘children then living’ designates a class of individuals the identity of each member thereof not being determinable until the death of Trustor’s son and his wife. Should Defendant, Mary M. Powers, survive her mother she would be a child ‘then living’, and would be entitléd to receive *207 the rents and profits equally with the other children of the said Albert S.

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Bluebook (online)
310 S.W.2d 435, 203 Tenn. 200, 7 McCanless 200, 1958 Tenn. LEXIS 293, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marks-v-southern-trust-company-tenn-1958.