Maynard v. Zellner

105 S.E. 837, 151 Ga. 72, 1921 Ga. LEXIS 154
CourtSupreme Court of Georgia
DecidedFebruary 15, 1921
DocketNo. 2065
StatusPublished
Cited by3 cases

This text of 105 S.E. 837 (Maynard v. Zellner) 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
Maynard v. Zellner, 105 S.E. 837, 151 Ga. 72, 1921 Ga. LEXIS 154 (Ga. 1921).

Opinion

Hill, J.

(After stating the foregoing facts.)

1. It appears that none of the legatees or devisees of W. T. Maynard were made parties to the petition, except the testator’s daughter, Mrs. Zellner, her children, the children of Mrs. Amanda Lawson (another daughter of the testator) — Walter Lawson and W. T. Lawson, and W. T. Maynard. None of the defendants demurred to the petition, except Mrs. Zellner and her children; and as to them the petition was dismissed by the trial judge. The order of dismissal recites that the general demurrer is sustained upon each and all of the grounds thereof. In the view we take of this case it is impossible to determine what difference there will be between the value of the property devised to Mrs. Zellner and her children, if any, and the value of her distributive share in testator’s estate, until the value of such share has been definitely determined. The petition does not allege that such share has been definitely ascertained, but it is merely alleged that the shares of the different legatees “will be approximately $3500.” It seems to us, that, before a legatee under the will can be sued for the difference between the value of the land devised to her. and the amount which has been estimated to be her distributive share under the will, it must be first determined in some definite manner just what that difference is. It is true that the petition alleges that testator in his will made $3500 a basis of distribution among his heirs, for the reason that he had bequeathed to several of his children property of that value; but we do not think that this alone is'a sufficient reason for the executors’ determining that the exact value of each share in testator’s estate will be $3500, when in point of [78]*78fact he gave to his daughter Mrs. Zellner $4150, as appears from the petition. It was not so stated in the will, and it has not been so definitely determined otherwise. It is alleged: “by a decree rendered by this court on a report of an auditor appointed to hear and report all issues of fact and law in a proceeding, viz., E. T. Maynard et al. against your petitioners, wherein the auditor, in adjudicating the liabilities of the said estate as a partner in the banking business of W. T. Maynard & Co., found that the distributive share of each of the heirs in the said estate would not exceed the sum of $3500.00,” etc. See, in this connection, Maynard v. Maynard, 147 Ga. 178 (93 S. E. 289, L. R. A. 1918A, 81). But it does not appear from the present petition that Mrs. Zellner and her children, the defendants in this suit, were parties to that proceeding, or who all the parties to that suit were. Therefore we do not see how the proceeding in that case could be binding upon Mrs. Zellner in this, unless she and her children were parties thereto. It appears from the petition that the will of testator provided that all of his children should share equally in his estate; and his executors were charged with the duty of carrying out this provision of equality in the distribution of the estate. It is necessary, therefore, to first determine what the value of testator’s estate is, what advancements have been made to each legatee, if any, in order to arrive at what the difference is between the property devised and the share that each legatee should receive, in order that the executors may know definitely for what amount to sue any given legatee who has received more than his proportionate share of the estate, in order to equalize the others with such legatee.

2. By item 2 of the codicil the testator devised certain land to his daughter, Mrs. Zellner. In this item it is provided: “To my daughter, Ellen Zellner, wife of J. N. Zellner, I will and bequeath, in addition to the property heretofore demised to her. and her children [property known as the Jordan place], to her for and during her natural life, with remainder over to her children, share and share alike. I value this property at twelve hundred-dollars. It is my will that my said daughter shall-share equally with my other children in the division of my estate; so I direct that in the event the value of. this property, and that heretofore demised to her and' her children, as herein provided, shall exceed in amount her distributive share in my estate, she shall pay to my executors in cash [79]*79such, sum or amount as the value of said property may exceed her distributive share in my estate. That my executors shall not approve this bequest, nor shall the title to the property herein demised vest until said difference, if any, shall have been paid to my executors. I direct that in the event she fails or declines to pay the difference, if any, between the value of said property and her distributive share in my estate, then so. much of said property herein demised and bequeathed to may daughter Ellen, as may be necessary, be sold by my executors to pay the difference, if any, between the value of all the property demised to her and her distributive share in my estate.” From reading this item of the codicil it is apparent that -it would be impossible to determine the value of all the property devised to Mrs. Zellner and her. children, and the value of their distributive share in testator’s estate, until each distributive share has been definitely and finally ascertained. Nor do we think that the language of the devise constitutes a condition precedent, and that it does not prevent the devise from becoming effective, nor does it provide for a forfeiture of the devise, but that it creates a charge against the land for the amount of the difference between the value of all of the property devised to Mrs. Zellner and her children and the amount of their distributive share in the testator’s estate. The codicil provides the manner, in which this charge may be enforced; it provides for the sale of so much of the property devised as may be necessary to pay the difference, if any. We think that this provision for the enforcement of the payment of whatever difference there may be is inconsistent with the idea that the devise has failed, or that it was intended to be a condition precedent. There is nothing in the codicil intimating or indicating a forfeiture of the devise on failure of the devisees to pay the difference between the value of their distributive share and the value of the devise, which had been fixed by the testator himself. Even if the language in the codicil is held to be a condition precedent, without any express or necessary implication that its breach shall work a forfeiture of the estate, there are authorities which hold that such language should be regarded as creating a charge or trust upon the land or fund, to be enforced as other charges and trusts, and not as a limitation upon the estate devised. 40 Cyc. 1697 e. Prince v. Barrow, 120 Ga. 810 (2), 817, 820 (48 S. E. 412). In the latter case it was said by Fish, P. J.: “ The general rule is, [80]*80that when a testator gives property to one person with or upon condition that such person shall give a designated portion of such property or its proceeds to another person, a non-compliance with the condition by the immediate devisee or legatee does not work a forfeiture of the estate created by the will.” See also 40 Cyc. 2034 c. It is true that the testator expressly provides that his executors shall not approve this bequest, and that the title to the property devised shall not vest until the difference, if any, shall have been paid to the executors; and then he provides that in the event of failure to pay. the difference, so much of the property devised as may be necessary shall be sold to pay the difference, if any.

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Bluebook (online)
105 S.E. 837, 151 Ga. 72, 1921 Ga. LEXIS 154, Counsel Stack Legal Research, https://law.counselstack.com/opinion/maynard-v-zellner-ga-1921.