Ross v. Stiff

338 S.W.2d 244, 47 Tenn. App. 355, 1960 Tenn. App. LEXIS 84
CourtCourt of Appeals of Tennessee
DecidedMarch 4, 1960
StatusPublished
Cited by5 cases

This text of 338 S.W.2d 244 (Ross v. Stiff) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Ross v. Stiff, 338 S.W.2d 244, 47 Tenn. App. 355, 1960 Tenn. App. LEXIS 84 (Tenn. Ct. App. 1960).

Opinion

HUMPHREYS, J.

Dr. S. T. Ross, a physician, died testate in Davidson County on July 23,1956. His immediate family consisted of his widow, Mrs. Thelma Moser Ross, their two daughters, Mrs. Thelma Ross Frazier and Mrs. Nancy Ross Stiff, and numerous grandchildren. He was also survived by two brothers, Dr. John Ross of New York City, and Mr. Lanty M. Ross of Maryville, Tennessee, and their descendants. His widow, two daughters, and his brother Lanty M. Ross, were named as executors and trustees of his will. The estate consists principally of real estate and corporation stocks, and is quite substantial, amounting in gross to between $400,000 and $500,000.

This suit originated in the Chancery Court at Nashville by a bill filed by three of the executors against the fourth executor and other defendants, praying for an interpretation of the will and for instructions. All defendants to the bill filed answers or suffered pro conf esso, and minor defendants and unborn defendants were represented by guardian or guardian ad litem. The Chancellor entered a decree construing the will from which three guardians ad litem have separately appealed, and the case is here on their assignments of error. The other *359 parties were satisfied with, the decree, and have defended it in this Conrt by brief and argument.

The pertinent provisions of the will, those which must be dealt with under the assignments of error here for our consideration, are as follow:

“Item VIII:
‘1 The said management is to pay into the hands of my said wife, Thelma Moser Ross, thirty per cent of the net income from the estate. Thirty per cent is to be paid into the hands of my daughter, Thelma Ross Frazier, and twenty per cent is to be paid into the hands of my daughter, Nancy Ross Stiff. Ten per cent is to be paid into the hands of my said wife, Thelma Moser Ross, for Linda Louise Stiff, whom Mrs. Thelma Moser Ross has devoted a great deal of time and effort in helping rear from birth and for whom Mrs. Ross and I feel, to some extent, responsible for her care and welfare. This is to be turned over to my wife, Mrs. Thelma Moser Ross, to spend as she sees fit for the care of Linda Louise Stiff. Another ten per cent is to be retained as an educational fund for any and all of my grandchildren as needed from time to time.
“This difference of distribution of these funds'is due to the fact that my daughter, Nancy Ross Stiff, has received more than an equal share of the estate and that I am now obligated on several thousand dollars of notes and debts for her. For this said income paid to my two daughters, Thelma Ross Frazier and Nancy Ross Stiff, they are to devote what time and attention is necessary to their mother and to see that she is well cared for in sickness and in health. *360 This income is to be paid monthly to my wife and children to nse as they desire and the management is to have no further control over such funds. Any residue at the close of the year may be carried over to the following year or divided between my wife and daughters on the same basis as above.
“Item X:
“If at any time the income from the estate proves in the opinion of the managers, insufficient for the purpose hereinabove mentioned, they may encroach annually, if necessary, upon the corpus of the estate without the necessity of any Court proceedings, for an amount and to the extent of Twelve Hundred ($1200.00) Dollars for my said wife, Thelma Moser Ross, and Twelve Hundred ($1200.00) Dollars for each of my said children, Thelma Ross Frazier and Nancy Ross Stiff, and any other child or children born to me and my said wife, Thelma Moser Ross, then living, annually.
“ITEM XI:
“Upon the death of my said wife, Thelma Moser Ross, should she survive me, all the uses, terms and conditions, herein provided, shall continue in full force and effect and the income paid to my said wife, Thelma Moser Ross, shall then be paid to my said children, Thelma Ross Frazier and Nancy Ross Stiff, or any other child or children born to my said wife, Thelma Moser Ross, and myself. In the event of my death and that of my said wife, Thelma Moser Ross, I wish to make the following changes in the disposition of the net income as follows: The said manage *361 ment is to pay into the hands of my said daughter, Thelma Ross Frazier, forty-five percent of the net income from the estate. Thirty per cent is to be paid into the hands of my said daughter, Nancy Ross Stiff. Fifteen per cent is to be used for Linda Louise Stiff by her mother, Nancy Ross Stiff, until she reaches the age of twenty-one and at which time, Linda Louise Stiff will be paid her fifteen per cent to be used by herself, with the guidance of her mother. Ten per cent is to be used for an educational fund, this is to be used as needed by all my grandchildren.
“ITEM XIII:
“It is my desire that my estate be kept intact until the death of my widow, Thelma Moser Ross, and as long as my grandchildren, namely the children of Thelma Ross Frazier and Nancy Ross Stiff, and any other child or children born to my said wife, Thelma Moser Ross, and myself shall live.
“ITEM XIV:
“If upon the death of my said wife, Thelma Moser Ross, and at the death of the last living grandchild and none of my children or grandchildren or their issue be then living, then I bequeath and devise all my said property absolutely and equally to my said two brothers, Dr. John Ross and Lanty M. Ross, and if they not be living the corpus of the estate shall be divided among their children.
“It is my desire that Kate S. Cowan, if she is in my employ at the time of my death, be kept on at her full salary for at least four months.”

*362 The decree of the Chancellor was rendered without written opinion. With respect to the division of income during the widow’s life, the decree provides:

“The trust established and created by testator’s will, and consisting of the property above referred to is valid for the life of testator’s widow, Thelma Moser Eoss. During the continuation of the trust the ‘Executor and Executrixes’, sometimes referred to as ‘Managers’ and ‘Management’, will distribute the net income received from said trust property in accordance with provisions of paragraph VIII, to wit:
To Thelma Moser Eoss_ o co
To Thelma Eoss Frazier, or her estate o co
To Nancy Eoss Stiff, or her estate— To Thelma Moser Eoss, for the use of o cq
_10% Linda Louise Stiff, or her estate_
and they will retain the remaining 10% of said net income and use it according to their best judgment for the education of the grandchildren of testator, including those horn after his death.”

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Bluebook (online)
338 S.W.2d 244, 47 Tenn. App. 355, 1960 Tenn. App. LEXIS 84, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ross-v-stiff-tennctapp-1960.