Ramage v. Ramage

61 So. 2d 432, 258 Ala. 81, 1952 Ala. LEXIS 331
CourtSupreme Court of Alabama
DecidedAugust 27, 1952
Docket4 Div. 689
StatusPublished
Cited by5 cases

This text of 61 So. 2d 432 (Ramage v. Ramage) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ramage v. Ramage, 61 So. 2d 432, 258 Ala. 81, 1952 Ala. LEXIS 331 (Ala. 1952).

Opinions

SIMPSON, Justice.

This is a declaratory judgment suit brought by the grandchildren and remoter kin of the late J. T. Ramage against his widow, Hattie L. Ramage, to construe paragraph 11 of his last will and testament and to adjudicate accordingly. The First Farmers & Merchants National Bank of Troy, as trustee (substituted) under the will was also made a party defendant and joins in the prayer for relief.

On an abridged record with agreement that an interpretation of said paragraph 11 constituted the question at issue, the trial court entered a decree favorable to Mrs. Ramage and against the contentions of complainants. From that decree the latter have prosecuted this appeal.

The will was executed July 21, 1938, and soon after that James T. Ramage died. The instrument was duly admitted to probate and record in Pike County August 30, 1938.

The first paragraph of the will contained the customary provision for the payment of debts.

The second paragraph devised and bequeathed to his widow, Hattie L. Ramage, certain shares of capital stock of The Brundidge Banking Company absolutely, the residence in Brundidge and a considerable amount of farm lands in the county for her natural life, with remainder over to certain grandchildren.

In the third and fourth paragraphs testator devised separately to two of his granddaughters, both then minors, parts of the remainder interests in the lands he devised to his widow for her life, with remainder to lineal descendants, etc.

In paragraph 5 a life estate was devised in certain lands to his grandson James T. Ramage, Jr., with like disposition as to the remainder interest after termination of the life estate of devisee.

In the sixth paragraph testator devised to a third granddaughter, Patsy Ann Ram-age, a life estate in certain lands with like disposition as to the remainder interest after termination of the life estate.

The other bequests are not necessary to mention, except paragraph 11, under consideration, and paragraph 13, which will be reproduced with the report of the case and in which testator purported to divide the residuary estate into four parts for the benefit of the four grandchildren or their issue.

Paragraph 11 reads:

“Eleventh: It is my will, and I so direct, that my executors hereinafter named shall see to it that my wife, Hattie L. Ramage, is provided with a comfortable home and then a liberal amount for her support, comfort and convenience and all reasonable wants, wishes and desires, using such sum or sums as to them may seem reasonable, not exceeding the sum of Five Hundred and no/100 ($500.00) Dollars per month. For these purposes they are hereby authorized and directed to set aside a one-fifth part of my estate remaining and not herein otherwise disposed of, either in property or the proceeds thereof, as to them may seem best and most practical, and so hold the same, or the proceeds thereof, in trust, for and during the term of the [84]*84natural life of my said wife, and for such purposes first using the incomes and profits thereof, the balance of such funds or property shall then be added' to and become a part of the general estate then remaining.”

The executors named in the will have heretofore resigned and appellee Bank has been appointed trustee to administer the will. It seems the executors never did follow the prescriptions of the last' clause of paragraph 11 by setting aside a one-fifth part of the estate for the purposes provided therein. They merely treated the provision as entitling the widow to an amount not to exceed the stated figure and paid approximately that amount monthly from the estate. However, during this long period between the testator’s death and the filing of the bill, a one-fifth part of the estate is alleged to have been exhausted. If, therefore, any further payments are due they will have to be met from the rest of the estate.

The primary question for determination is whether or not paragraph 11 in essence provides for an annuity for the life of the widow, to be payable from the rest of the estate in the event the one-fifth part mentioned in paragraph 11 shall have proven inadequate for that purpose.

The trial court concluded in the affirmative and decreed:

“1. That it was the intent of J. T. Ramage, deceased, as manifested in paragraph 11 of his will, that testator’s wife, Mrs. Hattie L. Ramage, should be paid an annuity not exceeding $500 per month, the exact amount to be determined by the executors under the will, said annuity to be paid in monthly installments for the balance of the natural life of Mrs. Hattie L. Ramage.
“2. That testator’s authorization and directive to the executors under his will to set aside a one-fifth portion of said estate remaining, using the income from the one-fifth portion set aside first, then the corpus if necessary, to pay the monthly annuity to Mrs. Hattie L. Ramage for her natural life, did not limit the payment of the annuity to the one-fifth portion of the estate authorized to be set aside.
“3. That it was testator’s clear intent that an annuity for life not exceeding $500 per month, the exact amount to be determined by his executors, payable monthly, to his widow Mrs. Hattie L. Ramage, and that said annuity should be paid from the corpus of the general estate and the corpus is impressed with that trust.
“4. That it is the duty of the Trustee under the will of J. T. Ramage, deceased, to ascertain what would be a reasonable sum, not exceeding $500.-00 per month, to be paid Mrs. Hattie L. Ramage each month for her support and maintenance, and to pay said monthly sum to Mrs. Hattie L. Ram-age for the balance of her natural life.”

We are in accord with the decree. Mrs. Ramage was sixty years of age when the will was executed and when the testator died. She is now about seventy-four years of age. The instrument clearly attests that the testator’s primary purpose was to provide for his widow after he was gone. He first bequeathed and devised to her valuable bank stocks and a life estate in their home and extensive farm lands. And to be more certain that she would be amply cared for, he included paragraph 11, committing the executors to the duty to “see that my wife, Hattie L. Ramage, is provided with a comfortable home and then a liberal amount for her support, comfort and convenience and all reasonable wants, wishes and desires, using such sum or sums as to them may seem reasonable, not exceeding the sum of Five Hundred and no/100 ($500.00) Dollars per month.”

This provision has already been defined by this court in the case of Ramage v. First Farmers & Merchants National Bank, 249 Ala. 240, 30 So.2d 706, 709, as creating “an annuity for life of not exceeding $500 per month (the exact amount to be determined by his executors) payable monthly to his widow, Hattie L. Ramage”, and for that purpose “The executors were authorized and directed to set aside one-fifth of the portion of the estate” etc. But [85]*85this last clause was not a devise of a one-fifth part of the estate to his wife for the specific purpose of carrying out the provisions of paragraph 11. It was merely an authorization and direction to the trustees to set aside that much of the estate in order to insure his widow’s proper comfort and support as directed in the first clause of paragraph 11.

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Bluebook (online)
61 So. 2d 432, 258 Ala. 81, 1952 Ala. LEXIS 331, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ramage-v-ramage-ala-1952.