Martin v. Trustees of Mercer University

25 S.E. 522, 98 Ga. 320
Supreme Court of Georgia·Decided April 13, 1896·Published·Cited by 15 cases

Opinion

Simmons,-Chief Justice.

In November, 1894, A. J. Cheney made his will, and in 1895 he died. The 6th item of the will is as follows:

“I give and bequeath to each of my immediate nephews and nieces one thousand dollars ($1,000.00) apiece; this meaning only the children of my brothers and sisters, and not including such nephews or nieces as are specially provided for in this will.”

The Tth item gives specific sums tó several named nephews and nieces of the testator’s first wife. The 8th item gives specific sums to sis named persons, three of whom are described as nephews of the testator. The 9th item gives a specific sum to a son of one of these nephews. The 13th item is as follows:

[322] “I give, bequeath and devise the residue of my estate, after deducting the amounts hereinbefore and hereinafter-mentioned, to Mercer University, to educate poor young-men who are unable to educate themselves, be. the said residue much or little at the time of my death. The-amount so bequeathed or devised shall be turned over to the proper authorities of said University, to be invested in bonds as soon as practicable and the interest only used for-the said purpose.”

This controversy arose upon the proper construction of the 6th iterh above quoted. The trustees of Mercer University filed, their equitable petition in which they alleged that thirteeh of the nephews and nieces of the- testator w'ere dead at: the time of his death, and that the executors of the will contended that the shares which would have gone to these thirteen nephews and nieces had they been in life at. the testator’s death, went to their children and grandchildren; and that so construing this item of the will, they intended to pay to these children and grandchildren accordingly. The trustees contended that inasmuch as these thirteen nephews and nieces were dead at the time of the testator’s death, their children and grandchildren did not take under this item of the will; and they prayed for an injunction against the executors, restraining them from paying to the children and grandchildren referred to the amounts-specified in this item.

On the hearing of the petition for injunction, the court" below decided that the children of the nephews and nieces-mentioned in this item did not take under the will; and he. enjoined the executors from paying over the money to them.

In the opinion of a majority of this court, the court below was right in the construction placed upon this item of the will. The bequest to the nephews and nieces mentioned in this item is clearly to a class, and is not made to them as individuals. In this respect it is different from other items-above referred to in which bequests are made to nephews and nieces, the bequests made in those items being made-[323] to them as individuals. In the construction of wills it is the duty of courts to look to the whole will, and thus ascertain the intention of the testator. The evident intention of this testator, which we gather from the whole will, was that the bequests made in the 6th item should take effect immediately upon his death, and that the persons described who should be living at the time of his death should be the only objects of his bounty. It seems clear to us that he did not intend that others not described therein should take under this item. If he had so intended he certainly would not have used the language he did: “to each of my immediate nephews and nieces one thousand dollars apiece'.” Doubtless fearing that there might be some uncertainty as to whom he meant by his “immediate nephews and nieces,” he adds: “this meaning only the children of my brothers and sisters;” and to this he adds the following: “not including such nephews and nieces as are specially provided for in this will.” If he had intended that the children of the nephews and nieces referred to in this item should inherit in case the parents were not living at the time of his death, it would have been an easy matter to have said so; and he doubtless would have said so if he had so intended.

It is a familiar rule that a gift to a class to take effect immediately on the testator’s death includes only those who are living at that time. 2 Jarman, Wills, Bigelow, 6 ed., t. p. 167, *1010; 2 Redf. Wills, *9, *10, and authorities there cited. In the case of Walker v. Williamson, 25 Ga. 549, the testator ordered an equal division of his property among his children, share and share alike. Philip Walker, one of the children included in the will, died before the death of the testator; and some of his heirs at law filed a bill claiming that he was a legatee and that they were entitled to a portion of his legacy. McDonald, J., in discussing this point says: “Nothing could pass to Philip Walker, for he is not named, and at the death of the testator he was dead. He was not a child. Under that item of the [324] will, then, there was no lapse into the estate of the testator of any interest in the negroes by reason of the death of Philip Walker in the lifetime of testator.” It was further held in that case, that grandchildren cannot take under a bequest to children, unless there be something in the will to indicate and effectuate such intention. It was also held that under a bequest to the testator’s children, nothing would pass to a son who died in the testator’s lifetime.

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Martin v. Trustees of Mercer University, 25 S.E. 522, 98 Ga. 320 (Ga. 1896).

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