Pope v. Alexander

250 S.W.2d 51, 194 Tenn. 146, 30 Beeler 146, 1952 Tenn. LEXIS 361
CourtTennessee Supreme Court
DecidedJune 7, 1952
StatusPublished
Cited by4 cases

This text of 250 S.W.2d 51 (Pope v. Alexander) 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
Pope v. Alexander, 250 S.W.2d 51, 194 Tenn. 146, 30 Beeler 146, 1952 Tenn. LEXIS 361 (Tenn. 1952).

Opinion

*148 Mr. Justice Burnett

delivered the opinion of the Court.

This bill was filed by the administrator with the will annexed of the estate of Thomas H. Hartmus, deceased, seeking a construction of certain clauses of the will of the deceased, an adjudication of the validity of some of the provisions of the will, and a judicial determination of the duties and responsibilities of the said Pope as administrator, etc. According- to the allegations of the bill a number of conflicting contentions between the interested parties had arisen and for, this fact and due to the vagueness and uncertainty of some of the provisions of the will the bill was filed.

The bill was filed against the administrator with the will annexed of the estate of Mrs. Mary Alexander Hart-mus, against her heirs and against the testamentary trustees named in the will of Thomas H. Hartmus and the trustees of the Browns Church Cemetery Association.

Mr. Hartmus died testate on May 8, 1948. His wife Mary Alexander Hartmus died some 12 days later. In her will which was made about 20 years before her death she left all of her estate to her husband with the exception of certain specific bequests of small items of jewelry. This contest is between the heirs of Mrs. Hartmus and the testamentary trustees of a trust created by Mr. Hartmus in his will. The trustees of Browns Church Cemetery Association are made parties defendant but *149 they do not answer and apparently leave any interests that they might have to a proper disposition by the court.

Six questions were posed in the hill for the Chancellor’s .answer. We have concluded that his response to each of these questions was correct. In this opinion we will treat each of these questions, though not in the order of the questions as posed in the bill.

The first question for our consideration is numbered “2” in the bill and asks the court for a determination as to whom the administrator should deliver the proceeds of a life insurance policy on Mr. Hartmus. This policy was of long standing and was made payable to the estate of Mr. Hartmus. After his death the proceeds were paid by the insurance company to Mr. Hartmus’ administrator with will annexed. The will of Mr. Hart-mus makes no mention of this insurance policy and it was not assigned or designated to any particular person or party. This being true the proceeds of this insurance policy should be paid by Mr. Hartmus’ administrator with the will annexed to the administrator of his widow. Code Section 8456 provides among other things that insurance under the circumstances here “inure to the benefit of his widow and children; — ”. There were no children. Mr. Hartmus made no disposition of this insurance in his will or otherwise and therefore the money would belong to his widow and in turn to her administrator with the will annexed. Compare American Trust & Banking Co. v. Twinam, 187 Tenn. 570, 216 S. W. (2d) 314 and authorities therein cited.

The question was asked of whether or not the estate of Mrs. Hartmus was entitled to a widow’s years support. This question was answered in the negative by the Chancellor and we think that the briefs of counsel' *150 concede, for obvious reasons, that this question was correctly answered.

The main purpose of the testator’s will was to provide for the maintenance of his widow during her life. At her decease he provided that certain funds which had been ordered turned over to the trustees under his will should be applied to other purposes. Among these assets were certain shares of stock in The First National Bank of Jackson, Tennessee, and $400 in money which were assigned by the testator a month or so before his death to an individual with the direction in the assignment that:

“The said certificates of stock shall be held in trust during my lifetime for the use and benefit of the Thomas H. Hartmus Trust Fund for which I have provided in the Third Article of my last will and testament; and after my death and when my said last will and testament shall have been probated and the executors and trustees therein provided for have been appointed and qualified, the said M. B. Key, the trustee herein named shall transfer and assign these certificates of stock to the executors thus appointed and qualified, the same then to be held by them for the use and benefit of said Thomas H. Hartmus Trust Fund.”

After Mr. Hartmus’ death these certificates and this fund were turned over to the administrator with the will annexed of his estate. We think that unquestionably this was correct. It seems quite certain to us from portions of this intervivos trust above quoted that this was the purpose and intention of the trust, that is, that it be held by this trustee until his death and then turned over to his representative under his will as it was. This stock and money became a part of the estate *151 of tlie deceased and was properly delivered to Ms administrator with the will annexed.

The will provided that the trustees of the estate upon the death of the widow of Mr. ITartmns should pay her burial expenses up to $300. The Chancellor decided, and we think it is conceded in the briefs that he correctly did so, that said trust fund should bear the expense of her burial not to exceed $300. The will directed that his estate erect certain monumental markers at the graves of the deceased and his wife. The Chancellor decided, and we think correctly so, that this was a responsibility of the administrator with the will annexed and that these monuments were to be paid for out of the funds of Mr. Harturas.

The bone of contention between the appellants is over the answer the Chancellor gave to question No. 1. This question is: “Is the testamentary trust created in the will valid in part or in whole?”

This question arises by reason of the fourth paragraph of the testator’s will which is as follows:

“Fourth: After the death of my wife, the net income of the remainder of this trust fund shall be paid over annually, on or before the first day of March in each succeeding year, to the Board of Trustees of the Brown’s Church Cemetery Association, one half of which shall be used by said trustees in the maintenance of the Walter Key-Martin Key Family Cemetery located just West of old Claybrook, Tennessee, and the other half shall be used by said Board of Trustees for the maintenance of the Brown’s Church Cemetery located about seven miles Northeast of Jackson, Tennessee.”

The parties stipulated that the Brown’s Church Cemetery Association is a Cemetery Association and owns a *152 tract of land where people had been buried for over 100 years and it is well kept in a good state of repair and is a going cemetery association and has an active board of trustees through whom its business is carried on and who hold title to the property.

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Related

Ruth K. Child v. United States
540 F.2d 579 (Second Circuit, 1976)
Johnson v. South Blue Hill Cemetery Association
221 A.2d 280 (Supreme Judicial Court of Maine, 1966)

Cite This Page — Counsel Stack

Bluebook (online)
250 S.W.2d 51, 194 Tenn. 146, 30 Beeler 146, 1952 Tenn. LEXIS 361, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pope-v-alexander-tenn-1952.