Phinizy v. Wallace

71 S.E. 896, 136 Ga. 520, 1911 Ga. LEXIS 125
CourtSupreme Court of Georgia
DecidedJune 23, 1911
StatusPublished
Cited by11 cases

This text of 71 S.E. 896 (Phinizy v. Wallace) 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
Phinizy v. Wallace, 71 S.E. 896, 136 Ga. 520, 1911 Ga. LEXIS 125 (Ga. 1911).

Opinion

Lumpkin, J.

(After stating the foregoing facts.) We have rarely seen so many perplexing provisions crowded into a single item of a will. We have found no will sufficiently like it to derive much aid from authorities in its construction. After certain special bequests had been made in other items, the fifth item dealt with the residue of the testator’s property. Its provisions, in the order in which they occur, may be thus summarized: (1) A devise [523]*523and bequest to four named nieces of the testator, daughters of his three brothers and a sister, share and share alike. (2) The' appointment of the father of each niece as her trustee. (3) A provision in case any or all of the trustees should refuse to act. (4) If any niece should die before the testator, her share should go to her father, if living; or, if he should be dead, “to go to his children in the same manner as provided for in his will, or, if he died without will, in the manner the law directs.” (5) A direction to the trustee of each beneficiary to invest the amount the “beneficiary receives” under the provisions of the will “for the sole benefit of the beneficiary;” that the interest should be added to the principal annually, and this plan should be followed until the beneficiary should reach the age of 19 years, when the trustee should turn over to her the entire income from the trust. (6) “When each beneficiary attains the age of nineteen (19) years, said trustee shall settle the full principal upon her and her children, male and female.” (1) If any beneficiary should die before reaching the age of nineteen years, then her share, together with the accumulated interest, should go as provided in case of her death before the testator. (8) “If after the marriage of any of the beneficiaries, a child is born and survives its mother, and then also dies leaving no issue, then the share it obtained from its mother shall revert to the living brothers and sisters of the mother, or, in case of the death of the mothers, brothers, and sisters, to their natural heirs.” (9) '“Should any of the beneficiaries after marriage die without issue, then her share is to go in the manner provided for a beneficiary dying before attaining the age of nineteen (19) years,” which was the same as the provision if she should die before the testator. The presiding judge held that the nieces took a fee-, simple estate.

It does not appear on what grounds he based his decision. Most probably it rested on one or more of the following grounds: (1) That all words of survivorship and limitation over in the will were to be referred to the time of the testator’s death or the time when each niece became nineteen years of age, and that as all of the nieces survived the testator and became nineteen years of age without being married, these provisions were at an end and a fee-simple estate vested in the nieces. (2) That the testator attempted to create an estate tail in each of his nieces, and, under our code, a [524]*524fee-simple estate resulted. (3) That, the children of the nieces being thus eliminated, the other limitations over were violative of the rule against perpetuities, and could be disregarded.

1. The first ground suggested which was urged by counsel for the defendants in error would furnish an easy- solution, if we could adopt it. But we are unable to do so. It is undoubtedly the rule declared by our code, that, “in construing wills, words of survivor-ship shall refer to the death of the testator in order to vest remainders, unless a manifest intention to the contrary appears.” Civil Code (1910), § 3680. The trouble in this case is that we think a manifest intent to the contrary appears. The testator expressly provided for the devolution of the estate, if a niece should die before he died. If the other provisions as to the death of a niece, with or without issue, should be held to provide for such death before that of the testator, they would be mere surplusage. Nor can it be declared that the testator limited all such provisions to the occurrence of the death of a niece before reaching the age of nineteen. In one instance, he distinctly provided for that contingency. In another he provided for a case where a niece should die leaving ’a child and that child should also die “leaving no issue.” He could hardly have contemplated that such possibilities would all be solved before the niece reached nineteen years of age.

Did the testator intend to create an estate tail in each of his nieces, so that, under our code, a fee-simple estate in them resulted P Civil Code (1910), § 3661. Whom did the testator have in mind as objects of his bounty, as indicated by mentioning them in this item of the will? First, his four nieces; second, the children of his four nieces; third, the fathers of his four nieces; and fourth, the brothers and sisters of such nieces. It is evident that he contemplated the children of nieces as persons who might take some character of interest. Shall it be held that the interest which he thus sought to confer was an entailment, and therefore illegal, under the law of the State P

If the clause which provided that when each beneficiary should attain the age of nineteen years the trustee should settle the full principal “‘upon her and her children, male and female,” stood alone, and were treated as a gift to the niece and her children, she having no children either at the time when the testator died, or upon arrival at the age of nineteen years, under the common law [525]*525an estate tail would doubtless have been created. This would have been enlarged by our statute into a fee-simple estate. Wiley, Parish & Co. v. Smith, 3 Ga. 551. But this clause does not stand alone. If it created a fee-simple estate in the nieces, it was nevertheless followed by limitations over upon certain contingencies. If ■ those contingencies were such as would, at common law, have created an estate tail by implication, then by section 3661- of'the Code of 1010 it is declared that “Limitations which, by the English rules of construction, would create an estate tail by implication in this State shall give a life-estate to the first taker, with remainder over in fee to his children and their descendants, as above provided; and if none are living at the-time of his death, remainder over in fee to the beneficiaries intended by the maker. of the instrument.” If the will does not exhibit" an intention to create a life-estate, with remainder over, and the limitations over are not such as would have created an estate tail by implication at common law, nevertheless a base fee would result from later provisions, unless they can be rejected as invalid. The various clauses of this item should be construed together. If there should be an unavoidable inconsistency between a prior and a later clause, the last expression of the testator’s will would control.

> While there were some expressions in the opinion in Burton v. Black, 30 Ga. 638, which went beyond the necessities of the case decided, it is now the well settled rule of construction in this court, that, unless there be something to indicate a contrary intent on the part of the testator, a d'evise or bequest to a named person, followed by a provision that if he should die childless the property shall pq.ss to some other person, conveys to him a fee, subject to be divested upon his dying childless, and does not of itself confer upon any child which he may have any interest or estate in remainder. Hill v. Terrell, 123 Ga. 49 (51 S. E. 81).

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Bluebook (online)
71 S.E. 896, 136 Ga. 520, 1911 Ga. LEXIS 125, Counsel Stack Legal Research, https://law.counselstack.com/opinion/phinizy-v-wallace-ga-1911.