Putnam v. Robertson

140 Tenn. 456
CourtTennessee Supreme Court
DecidedDecember 15, 1917
StatusPublished
Cited by2 cases

This text of 140 Tenn. 456 (Putnam v. Robertson) 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
Putnam v. Robertson, 140 Tenn. 456 (Tenn. 1917).

Opinion

Mr. Chief Justice Neil

delivered the opinion of the Court.

. J. Gr. Putnam made his will in January, 1895, and died in January, 1899. He had two children horn to him, a son, John W. Putnam, and a daughter, Mary Robertson. The son died before the will was written, and about seven years prior to the death of the testator. He left several children. Mrs. Robertson survived her father, and then died leaving sundry children. The testator left a widow, Kate E. Putnam, his second wife. She survived the daughter, and died in the early part of the year 1917, without having married again. The controversy in the case before us is between the heirs of the son and the heirs of the daughter, respectively, and involves the ownership of sixty-four acres of land in Rutherford county shown to he worth about $6,000. It turns on the construction of the following section of the will:

[458]*458“Secondly, I give and bequeath to my wife, Kate E. Putnam, during her lifetime, or widowhood, a portion of my farm that I now reside upon, including my dwelling and all other improvements (describing the land devised) containing sixty-four acres more or less. Should my wife marry then I give to my daughter, Mary Robertson, the above-described land set apart to my said wife.”

The section concluded with a bequest to the wife of certain personal property not in controversy here.

The first section provided for the payment of debts and funeral expenses. The third (inadvertently called the fourth) devised to the daughter in fee the residue of the tract of land on which testator lived, and described such residue as that portion of the land lying south of the sixty-four acres. The next section devised to the widow, and the daughter, a tract of cedar land containing forty-two acres. The next bequeathed to the five children of the son, mentioning each by name, $100 apiece, to be held by the executor as trustee for them, and to be expended for their education. The last section nominated C. A. Robertson, the husband of the daughter, as executor.

On the 16th of September, 1896, the testator added a codicil revoking the legacy of $100 to the five children of his son, assigning as a reason that, on a careful consideration of his financial affairs, he found that after the making of his will his property had so depreciated in value there would be nothing with which to pay these legacies.

[459]*459Thus nothing was given to the children of the son; Some evidence, based on conversations with the testator, was offered for the purpose of showing why the son’s children were discriminated against; bnt this was excluded by the chancellor, and that ruling was sustained by the court of civil appeals, and no question is made thereon here. There is nothing before us therefore on this head. From the fact, however, that testator made his daughter the chief beneficiary of his bounty in the will as originally drawn and punished, and that, on the shrinking of his assets referred to in the codicil, he revoked the small provision in favor of his- son’s children, instead of deducting for them something from that which he- had given the daughter, it is clear he considered that his duty, as between his two children, or his daughter and bis grandchildren, required him to provide for his daughter. From a survey of the whole will, whatever may have been the moving cause, the inference is irresistible that he regarded his widow and his daughter as the persons entitled to his estate. It may be inferred also, from the reason 'given in the codicil for cutting off the children of his son, that he believed he had devised all of his estate in the dispositions made in previous parts of the will. There is no evidence showing that this belief was not justified by the facts.

With these preliminary observations, we shall now attempt a construction of the second section of the will.

[460]*460Complainants contend that the sixty-fonr acres were incumbered only with an estate for life, vested in the widow Kate E. Putnam; that the estate in remainder to the daughter was limited only on the contingency of the widow’s contracting another marriage, and that it could not take effect except upon the happening of that event; that inasmuch as the widow died without having married again, and her life estate ceased at her death and there was no limitation over to take effect in possession on her death, the testator must he regarded as having died intestate as to the estate thus freed of the incumbrance of the life estate, and the fee in the land passed under the ordinary laws of descent to his heirs at law. The defendant, children of Mrs. Robertson, contend that, under á well-known rule of construction, language like that used in the section quoted imports the raising of an estate'in remainder not only on the contingency of remarriage, hut also oh. the death of the life tenant; that the contingency of marriage is to be regarded only as a provision for cutting short the life estate, and accelerating the enjoyment of the remainder, and not as affecting the estate limited on the termination of the life of the first taker, which estate is to be regarded as an ordinary vested remainder in fee.

The question has not hitherto arisen in Tennessee, but has long been fairly settled in. England in favor of defendant’s contention, and also in several of our [461]*461sister States and is recognized generally in the standard text-books on wills.

In Eaton v. Hewitt (1863), 2 Drew & Sm., 192, 194, it is said:

“It is a rule now well established that where a testator gives to a woman a life interest if she so long remains unmarried, and then directs that in the event of her marriage the property shall go over to another, although according to the strict language the gift over is expressed only to take effect in the event of the marriage of the life tenant, the gift over is held to take effect even though the tenant for life does not marry.”

Other statements of the rule are found in the téxt-hooks as follows:

“On the whole, then, the distinction would seem to he that, where the circumstance of not marrying again is interwoven into the original gift, the testator, having thus, in the first instance, created an estate durante viduitate, must generally he considered, when he subsequently refers to the marriage, to describe the determination by any means of that estate, and consequently the gift over is a vested remainder expectant thereon.” 2 Jarman on Wills, 415 (Randolph & Talcott Ed., 1880).
“A devise by the testator to his widow for the term of her natural life, but, if she should marry again, then in fee to A. without any provision for the disposition of the fee after her death in case she should not marry again, is a very common form [462]*462of disposition. In sneli eases the court will insert the words ‘when she dies,’ or ‘after her death,’ and A. will take a vested remainder by implication upon the death of the widow without having remarried.” 1 Underhill on Wills, 625.
“Thé cases state it as an established rule that where an estate is given for life, determinable upon marriage, with a gift over on marriage, the gift over takes effect upon the death as well as upon the marriage of the first taker.” 4 British Ruling Oases, 206; an extensive note reviewing the cases, English and American.

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Bluebook (online)
140 Tenn. 456, Counsel Stack Legal Research, https://law.counselstack.com/opinion/putnam-v-robertson-tenn-1917.