Palmer v. Matthews

33 Ga. 72
Supreme Court of Georgia·Decided March 15, 1864·Published

Opinion

By the Court

Lyon, J.,

delivering the opinion.

This wras a bill, called by Mr. Story a bill for conformity, filed by Charles Matthews, executor of the will of James Matthews, deceased, asking the Court for instruction and direction ■in its execution. The doubt of the executor arises upon the construction to be given to the fifth, sixth and seventh items of the will. The fifth gives and bequeaths to Charles Matthew's in special trust and confidence for his daughter, Julia Elizabeth, ■then unmarried, a tract of land and five negroes, three horses, [75]*75two beds and furniture and a side-saddle. The sixth gives and bequeaths to his daughters, Martha M. Cheatham, Margaret A. J. Weeks and Julia E. Matthews, in trust, (trustees hereinafter named) all the rest and residue of his property not thereinbefore named, and, also, at the death of his wife the property given to her, all to them and their children, share and share alike. In the event of the death of either, the children to represent the mother. He appoints David T. Smith trustee for Martha M. Cheatham and her children, Charles Matthews, Jr., trustee for Margaret A. J. Weeks, and Charles Matthews aforesaid, trustee for Julia E. Matthews. In the seventh, he directs that it is his will and desire that all ready money and notes on hand at his death be equally distributed between his wife and children, the trustees to receive the children’s portion for their use, and the balance of my property equally divided as aforesaid between my children, distributed by lot, the opinion of his executors to be taken in appointing dividers.

This will presents many difficulties in ascertaining the intention of the testator, particularly with reference to the interest that Julia E. Matthews, as to whose interest only instruction and direction are asked by the bill. 1st. Did the testator intend that his daughter, Julia E., should take a separate estate in the whole of the devise and legacies in her favor or only a portion and what portion? 2d. Did he intend to create in her an absolute or fee simple, or only a life estate as to the whole, or only a part, and has he used words to effect this latter intention? The fifth item is a specific legacy to the trustee, of land, negroes and other property for his daughter, without any qualification or restriction whatever as to its enjoyment or use. The sixth disposes of the residuum to his daughters in tmst, intending no doubt, to the trustee, for the daughters to them and their children, share and share alike. In the event of the death of either, the children to represent the mother. The interest or estate taken by the daughter, Julia, under this clause, whatever it might be (and I will examine that under the second inquiry) is like that contained in the fifth, unqualified and unrestricted as to its use and enjoyment. The seventh separates the notes and ready money on hand at the death of testator from the residuum, [76]*76and directs a distribution of that particular fund equally between his wife and children, the trustees to receive the children’s portion, having reference only to their portion of the fend, created by this item, as will be seen by the clause immediately following, “for their use,” and the balance (that disposed of by the sixth item) of my property equally divided as aforesaid, that is, as directed in the sixth item. The only part of the devise or legacy in favor of the daughter, Julia E., to be received by the trustee for her use, is her share of the ready money and notes on hand at the death of testator. If the testator intended that qualification to apply to the whole of the devise and legacies in her favor, he failed to effect the intention by the employment of any words for that purpose. But whether he intended this or not is wholly immaterial to the present inquiry, for if such was his intention neither those words nor the appointment of a trustee created a separate estate in her favor as to the property that passed to her by this will/ The intention to create a separate estate so as to exclude the marital rights of the husband must be clearly and unequivocally expressed. A gift to the use of, or for the use and benefit of the wife is not a manifestation of such intention and yvill not effect that object. In Fears vs. Brooks, 12th Georgia, 196, the gift to the use and benefit of testator’s daughters, it was conceded, did not create a separate estate. In that case, however, there were other restrictions that did; So in Freeman vs. Flood, 16 Georgia, 533, “special use” does not signify “separate estate.”' In William vs. Allen, 17 Georgia, 81, “the gift was to the trustee for the use of, etc,, of Jane Wood,” etc., the Court say, “ we cannot sanction the position that the words used were sufficient to create a separate estate.” And in Wade vs. Russell, 17 Georgia, 425, the portions of the testator’s daughters were given to trustees in trust for the use, benefit and behoof of the daughters. The Court held that “ whatever kind of estate it was which the testator intended to create in his daughters he intended to create it in them whether they were married or not.” This is clear, and, therefore, it cannot be said.that he intended only a separate estate in them. And it is well settled that to defeat the marital rights the intention to create a separate estate in the wife must be unequivocal. That is precisely this case. The daughter at the [77]*77making of the will was unmarried. The gift to the trustee for her was a naked trust, and when she married whatever interest she took under the will, the trust was executed and vested absolutely in her husband.

2d. As to the extent of the interest taken by the daughter, Julia E., under the will. We think that she took an absolute estate in the specific legacy given to her by the fifth item, and in the portion distributable to her under the seventh item, out of the ready money and notes; there is no qualification or limitation upon these interests either in those items or elsewhere in the will. The great difficulty is as to what she took by the sixth item.

It is claimed that the gift to Julia E. and the other daughters, to them and their children, share and share alike, made the gift as to Julia E., she being then unmarried, and having no children, an estate tail, and was converted by our statute into an absolute estate in hex’, or in other words, that it fell within the rule in Wiley’s case, 3Kt., 551. We cannotagree with counsel. Wiley’s case was a gift to one of his children or issue, he having no issue at the time to take, jointly with the pai’ent. Here, although the gift is to the daughters, to them and their children, the expression is qualified and explained by the clause following, which is: “In the event of the death of either’,” clearly, of either of the daughters, “ the children,” that is, “ the children of his daughter to represent the mother.” The testator in this puts the contingency upon the happening of which the children were to take not as immediate legatees but as representatives of their mother. Wiley’s ease had no such qualification or limitation.

The testator thus discloses an intention, that if the children take at all they must take after and not with the mother.

3d. The difficulty here is, to get at the intention of the testator in the use of the woi’ds “In the event of the death of either” of his daughters. It was certain that they would die at some time, and the testator must have had that fact in his mind.

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Palmer v. Matthews, 33 Ga. 72 (Ga. 1864).

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