Moulton v. Dawson

384 S.W.2d 233, 215 Tenn. 184, 19 McCanless 184, 1964 Tenn. LEXIS 550
CourtTennessee Supreme Court
DecidedOctober 9, 1964
StatusPublished
Cited by3 cases

This text of 384 S.W.2d 233 (Moulton v. Dawson) 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
Moulton v. Dawson, 384 S.W.2d 233, 215 Tenn. 184, 19 McCanless 184, 1964 Tenn. LEXIS 550 (Tenn. 1964).

Opinion

Mr. Justice Holmes

delivered the opinion of the Court.

This appeal presents the question of the proper distribution of funds paid into Court in a condemnation case. The State, acting through its Commissioner of Highways, condemned a strip of land across a farm'"in Smith. .County for the Interstate Highway System and paid into Court the sum of $14,072.00 as the appraised damages .to the owners of the property taken, pursuant to Chapter 216, Public Acts of 1959. The title to this property passed under Item 3 of the will of S. S. Dawson, .which is as follows:

[186]*186“All the remainder of my estate both real and personal I will, devise and bequeath to my beloved wife, Eliza Dawson, for and during her natural life, or so long as she remains unmarried; but if she should remarry, or upon her death, all said property is to go to my children, share and share alike, and if any of my children should lie leaving children, then such child or children are to take the share their parent would have taken if living, ’ ’

On the death of S. S. Dawson he was survived by his widow, Eliza Dawson, and three children, one of whom died without issue on March 8, 1963. The widow and the two surviving children, Jack Dawson and Lorene Dawson Rowland, are the defendants in the case.

After the fund was paid into Court, the widow, Eliza Dawson, and the surviving son, Jack Dawson, filed a petition in the condemnation suit praying that the value of the widow’s interest in the fund be determined and paid to her and that the remainder of the fund be paid in equal shares to Jack Dawson and Lorene Dawson Rowland, the children of S. S. Dawson. Mrs. Rowland filed an answer to this petition, denying that under the will of S. S-. Dawson his children took a vested remainder and averring that in the event Jack Dawson should die prior to the death of his mother, “His interest would pass to this respondent, he having no issue.”

The Trial Judge found that by the terms of the will, ‘ The tract of land involved in this suit is now owned by Eliza Dawson for life or widowhood, vested remainder in A. J. (Jack) Dawson and his sister, Lorene Dawson Rowland. ’ ’ He further found that at the time of the trial the widow, Eliza Dawson, was 83 years of age, in poor health and without income. The Trial Court further found [187]*187that, after deducting certain delinquent taxes upon the lands, the interest of the widow in the remaining fund amounts to $2,048.64, which amount was ordered paid to her, and the balance of the fund was ordered to be distributed to Jack Dawson and Lor ene- Dawson Rowland in equal shares.

Mrs. Rowland filed a motion for new trial, which was overruled by the Trial Judge, and perfected her appeal to the Court of Appeals. That Court, in all respects, affirmed the judgment of the Trial Court. Mrs. Rowland duly filed a petition for writ of certiorari, which we have granted, and the case has been argued at the bar of this Court.

The opinion of the Court of Appeals in this case states:

“We have decided the trial judge was correct in holding this remainder to be vested and are of opinion the assignment of error must be overruled. We base this conclusion on the opinion of this court in Harris v. France, 33 Tenn. App. 333, 344 [232 S.W.2d 64], and Karsch v. Atkins, 203 Tenn. 350, 354 [313 S.W.2d 253]”.

Both the Karsch and Harris cases construed instruments which became effective subsequent to the enactment of Chapter 13, Public Acts of 1927, now T.C.A. sec. 32-305.

While the briefs of the parties in the Court of Appeals do not refer to the date of the death of S. S. Dawson, the record shows without contradiction that he died on October 23,1919.

In Jennings v. Jennings, 165 Tenn. 295, 303, 54 S.W.2d 961, 963, this Court held that Chapter 13 of the Public Acts of 1927 ‘ ‘ did not undertake to deal with any case where a bequest, devise, conveyance, etc., had already [188]*188been made. The statute is clearly prospective in its operation.” Therefore, this statute which brought about a change in the Tennessee “Class Doctrine” is not applicable to the present case.

The “Class Doctrine” as it existed prior to the 1927 statute has many times been stated as follows:

“Where a bequest is made to a class of persons, sub-jéct to fluctuation by increase or diminution of its number in consequence of future births or deaths, and the time of payment or distribution of the fund is'fixed at a subsequent period, or on the happening óf a future event, the entire interest vests in such persons' only as at that time fall within the description of persons constituting such class.” Satterfield v. Mayes, 30 Tenn. 58, 59; Burdick v. Gilpin, 205 Tenn. 94, 105, 325 S.W.2d 547, 552.

The effect of the 1927 Act, now T.C.A. sec. 32-305 was considered by this Court in Karsch v. Atkins, 203 Tenn. 350, 313 S.W.2d 253. There the Court, speaking through Mr. Justice, now Chief Justice, Burnett, held:

“By virtue of Section 32-305, T.C.A., where applicable, the rule now is that notwithstanding that the time of payment or distribution of the estate is fixed at a subsequent period, or upon the happening of a future event, the individual members of the class will take vested transmissible interest unless the will, considered as a whole in the light of all the circumstances, manifests a clear intention to the contrary. * * *
“This statute (T.C.A. sec. 32-305) contains in its concluding sentence a recognition that a remainder to a class can be construed as contingent. It seems to us though from the language of this statute that an intern [189]*189tion to make the remainder contingent must be more or less expressly stated. As we see it the rule should be, in view of this statute, that the estate will be treated as vested unless the contrary is expressly provided for in the will. This is what the statute says — -and we must apply it as it reads.” (Emphasis supplied.). 354 and 355 of 203 Tenn., 255 of 313 S.W.2d.

In Harris v. France, 33 Tenn.App. 333, 232 S.W.2d 64, the Court of Appeals, with certiorari denied by this Court, used the following’ language in discussing the effect of the 1927 Act:

“The statute forbids such an implication and the fact that the time of distribution is postponed is reduced to a circumstance to be considered along with the other circumstances and provisions of the will in determining whether there is a clear manifestation of an intention that the entire interest vest in such persons only as •fall within the description of the persons constituting the class at the time fixed for payment or distribution of the estate.

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Cite This Page — Counsel Stack

Bluebook (online)
384 S.W.2d 233, 215 Tenn. 184, 19 McCanless 184, 1964 Tenn. LEXIS 550, Counsel Stack Legal Research, https://law.counselstack.com/opinion/moulton-v-dawson-tenn-1964.