Montgomery v. Wilson

66 So. 503, 189 Ala. 209, 1913 Ala. LEXIS 712
CourtSupreme Court of Alabama
DecidedNovember 7, 1913
StatusPublished
Cited by28 cases

This text of 66 So. 503 (Montgomery v. Wilson) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Montgomery v. Wilson, 66 So. 503, 189 Ala. 209, 1913 Ala. LEXIS 712 (Ala. 1913).

Opinion

de GRAFFENRIED, J.

Thomas L. Penn, then an old man, executed his will on January 5, 1911, and his will is before us for construction. The reporter will set out the will, as it is necessary, in order that our meaning may be understood, that this opinion shall be read in connection with the will.

[212]*2121. The cardinal rule, in interpretating a will, is to ascertain, from the words used in the will, the real intent of the testator, and then to construe the will according to that intent. Wills are frequently inartificially drawn, and for that reason they should receive greater liberality of construction than is to be given to ordinary legal instruments; and the true spirit of a will, when its true spirit is ascertainable from its words and is not in conflict with the law, must control the court which is called upon to construe it.—Smith v. Smith, 157 Ala. 79, 47 South, 220, 25 L. R. A. (N. S.) 1045.

2. In this connection we may also add that in cases of doubt, the law leans to that construction of a devise which will result in vesting in the devisee a fee-simple title to land. — Code 1907, § 3396.

“As to the partiality of the law for vested over contingent estates, it is well settled that in douhifuZ cases an interest shall, if possible, be construed to be vested in the first instance, rather than contingent; but, if it cannot be so construed, it shall at least be construed to become vested as early as possible, a principle applicable alike to real and personal property.”—Camphell, Gdn., v. Weakley, Adm’r, 121 Ala. 64, 25 South. 694.

3 This will was made by the testator in January, 1911, and at' that time he yas 79 years old. At that time the appellants were, respectively 24 and 26 years of age. The testator died in May, 1911, and in the fifth clause of his said will he provides that if either of the appellants “should die and leave no child or children or other lineal descendants surviving him, I give the legacy intended for -such grandson so dying to the other of them, to be held and used by him during his natural life, with remainder over to his child [213]*213or children or other lineal descendants, should he leave such.” In the sixth paragraph of his will the testator declares that, if both appellants die without “a child or children or other lineal descendants,” then that the property devised shall become the property of appellees. In the seventh paragraph of his will the testator clearly shows that he anticipated an early death —and he did, in fact, live only three or four months after he made the will — because, in that pragraph, he directs that his estate shall be kept together until April 23, 1916, when he directs it to be divided between appellants. It will be thus seen that the testator, when he made his will, expected to be dead and his estate wound up within less than six years from the writing of the will. Appellants were then, as already stated, only 26 and 24 years of age, respectively. The testator evidently intended that, on April 23, 1916, his estate should be divided between his two devisees, and that each should become vested with an estate which was subject to be divested only in one event, viz., death without lawful issue.

We do not think that it can be truthfully said that the testator intended, by the words used in his will, to vest either devisee with a mere life estate in the property devised to such devisee. The portion of the fifth paragraph of the will which' we have above quoted cannot, we think, receive a construction other than that the estate which was thereby created vested in the grandson and was to be divested out of such' grandson only upon the happening of one event, viz., death without lawful issue of his body. When the testator got ready, in his will, to create or attempt to create a life estate merely, he plainly said so. In the fifth paragraph of his will he says, that if either of the. appellants “should die and leave no child or children or [214]*214other lineal descendants surviving him, I give the legacy intended for such grandson so dying to the other of them, to be held and used by him during his natural life, with remainder over,” etc.

4. The only remaining question is: Are the limitations over, which the testator made dependent upon the death of appellánts or either of them without issue, valid or invalid? If valid, then appellants are possessed of a base fee in the land.—Carter v. Couch, 157 Ala. 470, 47 South. 1006, 20 L. R. A. (N. S.) 858; Edwards and Wife v. Bibb, 54 Ala. 475. If invalid, the appellants are possessed of a pure and absolute fee-simple title to said property.—Bibb v. Bibb, 79 Ala. 437.

The devisees in this will are the grandchildren of the testator, and as to them, under the terms of section 3417 of the Code of 1907, the testator had the power to place, for the two lives in being, the title to the real estate devised to them under lock and key. The provisions of said section 3417 of the Code are impressed upon this title, and, that being true, this will conveys to each devisee an undivided moiety in the lands of the testator, in fee simple, subject to divestiture by death without issue. In other words, the will creates in each devisee a base fee, and if both devisees should die without issue then the respondents take the lands under the terms of this will.—Carter v. Couch, supra.

6. That the above is the proper construction to be given this will is shown by section 3416 of the Code of 1907, which is as follows: “Lands may be conveyed, within the limits fixed by law, so as to avoid perpetuities, and subject to such other restrictions as aré imposed by this Code, for such terms as the owner to inks proper; and courts are enjoined to give effect in such cases to the intention and meaning of the parties.”

[215]*215The contingent provision in the will in favor of the respondents does not extend beyond “three lives in being at the date of the conveyance, and ten years thereafter,” and, under our statutory system, was such a provision as the testator had a right to make.—Lyons v. Bradley, 168 Ala. 505, 53 South. 244; Ashurst v. Ashurst, 181 Ala. 401, 61 South. 942.

While, in this will, the testator did not — as in-the cases last above cited — attempt to so fetter the title as to prevent the sale by his grandsons of such title as he actually devised to his'said grandsons, he did fetter it as to provide that if they both died without issue the respondents should become vested with the absolute fee-simple title to the land devised by the will. This interpretation is due to the language of the will, construed with reference to the above-quoted provisions of section 3417 of the Code, and this plain meaning of the testator, under the above-quoted provisions of section 3416 of the Code, it is our duty to declare and uphold.—Carter v. Couch, Supra.

7. It is true that under the terms of said section 3417 of the Code of 1907 a grantor or testator may, for the period provided, in and under the conditions imposed by the section, so fetter a title as to prevent a sale or disposition of any sort; and it is also true that, in this will, the testator has made no such attempt. This in no way affects the operation of the section upon the language of this will.

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Bluebook (online)
66 So. 503, 189 Ala. 209, 1913 Ala. LEXIS 712, Counsel Stack Legal Research, https://law.counselstack.com/opinion/montgomery-v-wilson-ala-1913.