Rogers v. Atlantic National Bank of Jacksonville

371 So. 2d 174, 1979 Fla. App. LEXIS 15069
CourtDistrict Court of Appeal of Florida
DecidedMay 10, 1979
DocketNo. II-70
StatusPublished
Cited by4 cases

This text of 371 So. 2d 174 (Rogers v. Atlantic National Bank of Jacksonville) is published on Counsel Stack Legal Research, covering District Court of Appeal of Florida primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Rogers v. Atlantic National Bank of Jacksonville, 371 So. 2d 174, 1979 Fla. App. LEXIS 15069 (Fla. Ct. App. 1979).

Opinion

MELVIN, Judge.

Appellant Telfair Stockton Rogers by this appeal seeks to overturn a final declaratory judgment of the trial court in the matter of the construction of a testamentary trust contained in the Last Will and Testament of Florence 0. Stockton, said Will being of date June 5, 1931; and a declaratory trust of date June 14, 1946, effective as of March 1,1932, executed by Florence Stockton Rogers and James Roosevelt Stockton, said trust being for the use and benefit of Tel-fair Stockton, Jr. The declaration of trust recited that Telfair Stockton, Jr., James Roosevelt Stockton, and Florence Stockton Rogers were all of the living children of the late Telfair Stockton and the late Florence 0. Stockton.

At the time Florence 0. Stockton executed her Will, she had a husband, Telfair Stockton, Sr., three children, Florence Stockton Rogers, James Roosevelt Stockton, Sr., and Telfair Stockton, Jr. (who was alleged to be incompetent); one grandchild, Telfair Stockton Rogers, born April 24, 1923, who is the appellant. The Will contained a testamentary trust that was to continue in effect during the life of Telfair Stockton, Jr., who died December 24, 1976. His brother James Roosevelt Stockton, Sr., died February 11, 1969, and sister, Florence Stockton Rogers, died October 28, 1971. As of the date of death of Telfair Stockton, Jr. (who died without issue), his brother, James Roosevelt Stockton, Sr., had two living children and several living grandchildren. Those living children were Preston Stockton Bowen, born March 13, 1933, and James Roosevelt Stockton, Jr., born February 27, [176]*1761934. Florence Stockton Rogers, at the time of her death October 28, 1971, had one living child, Telfair Stockton Rogers, born April 24, 1923, three living grandchildren, and one great-grandchild. Thus, we observe that there were 14 descendants of James Roosevelt Stockton, Sr. and Florence Stockton Rogers. (A chart setting forth the Stockton Family tree may be found on the last page of this opinion.)

We first consider the point as to who under the Will is entitled to receive the corpus of the trust. It is contended by the appellant that the corpus should be distributed per capita among the three living children of the testatrix’s son and daughter. The lower court did not agree with this contention and ruled that the corpus must be divided per capita among the 14 living descendants of the testatrix’s deceased son and daughter without regard to the degree of relationship to the deceased son and/or the deceased daughter.

The answer to this question, of course, turns upon just what the testatrix meant when she used the word “issue” of her son and daughter. By the use of that term, we must determine whether or not she intended the same to encompass all lineal descendants of her son and daughter or whether she intended that term to be limited to the children of her son and daughter.

The provisions for the distribution of the corpus of the testamentary trust, as well as the declaration of trust, are substantially identical. The material portions of the testamentary trust provide:

“ITEM 5. Upon the death of the surviv- or of Telfair Stockton and Telfair Stockton, Junior, this trust estate shall terminate and the corpus thereof and any accrued and undistributed income arising therefrom, real, personal and mixed, in esse and in futuro, and all of my remaining property shall vest absolutely free of trust and I hereby as of that date give, devise and bequeath the same unto my daughter, Florence Stockton Rogers, and my son, James Roosevelt Stockton, in equal parts in fee simple forever, if they be living at such time, and if not then to the survivor of them if one shall have died without issue of his or her body, in fee simple forever, and if one of them shall be dead, leaving issue of his or her body then surviving and the said other shall be living, then to such issue, per stirpes, and to the other who is living, share and share alike in fee simple forever, and if both shall be dead then to the living issue of each or either of them per capita, in fee simple forever. . . .”
(Emphasis supplied)

It is a cardinal rule relating to the construction of a Will that the testator’s intent, if the same be lawful, shall prevail. Thus, when the testator in one part of the Will clearly utilizes the term “issue” in referring to children, it will be presumed to be used in that sense in other clauses of the Will, in the absence of an expressed intent to the contrary. Page, The Law of Wills, p. 450. The term “issue” will be construed to mean “children” upon even a slight indication that such was the intention of the testatrix. See Kramer v. Freedman, 346 So.2d 1216 (Fla. 3d DCA 1977).

When the word “issue” appears in an instrument and the same is used with reference to the parent of that issue, it means children, or stated differently the word “parent” confines the word “issue” to the children of the taker. 48 C.J.S. Issue, p. 781.

Page, The Law of Wills, Section 34.22, provides:

“. . . Whatever may have been the original rule, the courts today tend strongly to the view that the children of living parents do not take under a gift to ‘issue’ as against their parents.”

Simes, The Law of Future Interests, Section 106, at p. 219, provides:

“At one time a testamentary gift to ‘issue’ of a named person, to take effect on his death, was held to mean that all lineal descendants of such person of every degree would take per capita. Today in the absence of language or circumstances indicating contrary intent, such a gift means that those lineal descendants of [177]*177the named person who would take his property on his death intestate, according to the .local statutes of descent and distribution, will take the same shares in the gift which they would receive as distribu-tees under such statutes.”

Let us now consider the alternative remainders that the testatrix set forth in her Will for distribution of the corpus. We note there a pattern of distribution that is in proportion to the degree of kinship. The first alternative remainder left the corpus to her two children equally, effective upon the death of her son, Telfair Stockton, Jr. The second alternative remainder provided that if one of her children was deceased without issue then the entire corpus would go to the remaining living child. The third alternative remainder provided that if one of her children was deceased with issue and the other living, the living child would take one-half of the corpus and the issue would take the other half per stirpes. The fourth alternative remainder, as we construe the provisions of the testamentary trust, provides that if both of her children are deceased, each having living children, then such living children would take per capita and not per stirpes. We find another indication of the testatrix’s intent as to the use of the word “issue” in Item 4 of the Will. This deals with the distribution of the income from the trust. We there find written:

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Bluebook (online)
371 So. 2d 174, 1979 Fla. App. LEXIS 15069, Counsel Stack Legal Research, https://law.counselstack.com/opinion/rogers-v-atlantic-national-bank-of-jacksonville-fladistctapp-1979.