Schowalter v. Schowalter

116 So. 116, 217 Ala. 418, 1928 Ala. LEXIS 452
CourtSupreme Court of Alabama
DecidedMarch 24, 1928
Docket1 Div. 467.
StatusPublished
Cited by23 cases

This text of 116 So. 116 (Schowalter v. Schowalter) 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
Schowalter v. Schowalter, 116 So. 116, 217 Ala. 418, 1928 Ala. LEXIS 452 (Ala. 1928).

Opinion

BOTJLDIN, J.

Complainant filed her bill as executrix and individually as devisee and legatee under the will of her late husband. It alleges doubt has arisen as to the true construction of the will, doubt as to what part of the estate was devised and bequeathed to complainant, and seeks a judicial construction of the will as necessary to enable her to perform her duties as executrix. Demurrer to the bill as amended was overruled. The appeal is to review this decree.

The will, omitting formal parts, reads:

“First: after all my lawful debts are paid and discharged, I give five dollars (5.00) to my son Edward R. Schowalter, second to my son Preston J. Schowalter, five dollars, (5.00) Third: to my daughter Alice Elsa Schowalter, five dollars (5.00), Fourth, to my beloved wife Charlotte Gertrude Schowalter, I give, devise and bequeath the residue of my estate both real and personal. At her death or -gema-mage the remainder of my estate to be equally divided between my children Edward R. Schowalter, Preston J. Schowalter and Alice Elsa Schowalter, I hereby constitute and appoint my said wife Charlotte Gertrude Schowalter to be the sole executrix of this my last will and testament, hereby revoking all former wills by me, made, and I direct that my Executrix be not required to give bond.” (Duly signed, attested and dated June 11, 1925.) * * *
“Codicil No. 1. October 30, 1925.
“The erasure of the words ‘or remarriage’ were erased by me October 30, 1925.”

This codicil appears on the same paper duly signed and attested.

Complainant, appellee here, alleges: First, that under this will she takes title in fee simple to all the residue of the estate, real and personal, after payment' of debts and specific legacies; or, second, takes a life estate with full power of disposition, the remainder clause being intended to pass to the children only such poi*tion as shall remain undisposed of at her death. Appellants, the two sons named in the will, allege the complainant took a life estate only, and the children an estate in remainder as to the entire property.

Complainant claims there is such uncertainty or ambiguity in the terms of the will as to let in parol evidence whereby the judicial *420 mind may assume'the position of the testator in ascertaining his mind as expressed in the will. .With this in view further averments are made which we summarize thus:

The testator drew his own will. At the time it was made he and complainant had lived happily as husband and wife for many years. They had one daughter, Alice, 21 years of age, living with her father and mother, and without property or earnings. The father was devoted to her. Edward and Preston were sons of a former marriage, prosperous men not in need of assistance from their father. Complainant owned a small separate estate, yielding an income of some $25 per month, and no other personal income. The personal estate of the testator consisted of the' professional library and instruments of the testator as a physician and surgeon, and some accounts due from patients, all not exceeding $1,000 in value. The real estate consisted of unimproved lands producing no income whatever, except a house and lot at Point Clear, rented at $250 to $300 per annum, which did not more than pay the taxes. It is then averred that without the power of disposition the devise and bequest to complainant would impose upon her a burden of taxes for life without benefits, or make it necessary for his children to keep up the taxes during her life without return — on the whole make his estate a burden on the entire family. It is further averred the testator during his life declared the intent of the will to be to vest in his wife a fee-simple title.

The demurrer challenges the bill on the ground that the will is clear and unambiguous ; that its meaning is to be found within its four corners; that parol evidence is inadmissible for purpose of construction; and that it vests in the widow a life estate only, with remainder over to the children. Special grounds of demurrer are addressed to the matters sought to be made the basis of parol evidence.

Judge John D. Leigh, who heard the cause, wrote a well-considered opinion in the case, reaching the conclusion that the will is ambiguous and of doubtful meaning, that the court should hear the circumstances and conditions which will place him in position of the testator; and so overruled the demurrers going to the equity of the bill as a whole, and the demurrers on special grounds mentioned.

Looking to the will as expressive of the mind of the testator, we note that he first makes a special bequest in money to each of his children. They are in separate items. They are for equal amounts. They are merely nominal in amount. The “residue of my estate both real and personal” is* the description of the property devised and bequeathed to his wife. Thus far the testamentary purpose is expressed in the usual form of special legacies-followed by an inclusive residuary bequest. Without'question the will thus far, and without more, vested in the wife an estate in fee simple in the entire property after payment of debts and special legacies of nominal amount.

This suggests the idea often found in wills of laymen that each natural object of his bounty shall have recognition in the will by a gift of something certain. In case of a father, naming and remembering each child-with some bequest, however small, may be indulged as a mark of affection. The inquiry then comes why these special nominal legar cies, if in the main item of his will he was giving the same children his entire estate subject to a life interest only in favor of his widow? “Every estate in lands is to be taken as a fee simple, although the words necessary to create an estate of inheritance are not used, unless it clearly appears that a. less estate was intended.” Code of 1923, § 6900.

This court has in many cases considered the effect of provisions expressly or in legal effect devising an estate in fee, followed by others raising an inquiry as to whether from the will as a whole a less estate is in-’ tended. Each will present its own inquiry. The mind of the testator is the law of the will, unless unlawful in purpose. Broadly speaking, a will which by express words declares the estate of the first taker to be in “fee simple,” “absolute and unconditional,” or words of like import, will be so construed unless subsequent provisions reducing such estate are so clear and unambiguous that from the whole will the intent to create a less estate “clearly appears.” Ralls v. Johnson, 200 Ala. 180, 75 So. 926; Pearce v. Pearce, 199 Ala. 498, 74 So. 952; Park v. Powledge, 198 Ala; 172, 73 So. 483, L. R. A. 1917C, 1001; Fowlkes v. Clay, 205 Ala. 523, 88 So. 651.

Where the estate of the first taker is not expressly declared to be absolute or in fee, but such is the legal import of the terms used, the presumption that they are used in their technical and legal sense may be overcome by further provisions declaring an estate in remainder in the same property. Hatcher v. Rice, 213 Ala. 676, 105 So. 881. The will in the cited case declared that at the death of the first taker “all property of mine to go” to named relatives. In the case before us the provision is that in such event “the remainder of my estate to be divided,” etc.

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116 So. 116, 217 Ala. 418, 1928 Ala. LEXIS 452, Counsel Stack Legal Research, https://law.counselstack.com/opinion/schowalter-v-schowalter-ala-1928.