Smith v. Smith

1959 OK 27, 336 P.2d 355, 1959 Okla. LEXIS 385
CourtSupreme Court of Oklahoma
DecidedMarch 3, 1959
Docket38063
StatusPublished

This text of 1959 OK 27 (Smith v. Smith) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Smith v. Smith, 1959 OK 27, 336 P.2d 355, 1959 Okla. LEXIS 385 (Okla. 1959).

Opinion

JACKSON, Justice.

This appeal involves a controversy between the beneficiaries under the will of C. R. Smith, deceased. The primary questions are as follows: (1) Are certain beneficiaries entitled to compel distribution of the residue of the estate? (2) If the estate must be distributed at this time, to whom and in what proportion should it be distributed under a proper interpretation of the will ?

In April 1924, the testator executed' a holographic will. He died in November; 1924, and his will was immediately admitted to probate in Carter County. The body of the will in its entirety is set forth as follows :

“This is my last will and I hereby revoke all other wills heretofore made by me. I give and bequeath to my wife, Mary Stuart Smith during her natural life or as long as she may remain single and to my son Charles R. Smith, Jr., and to my daughter Marie Stuart Smith, subject to charges hereby and hereinafter made against my estate; all of my property of every kind and description, however situated, lying and being within or without the state of Oklahoma, including personal property, real estate, bonds, stocks, choses in action, money, live stock, gas and oil rentals and mineral rights and reservations in lands where-ever situated, within or without the State of Oklahoma.
“I give and bequeath to my son, William H. Smith, and to my daughter Margaret Smith Weeks, during their natural life time for their personal use and benefit Veth each of the net income from any estate of which I die seized; Payments to be made to them quarterly or as most convenient for my executrix and executors. In event of the death of either or both such sixth interest to revert to the surviving member, or members of my family and in case no member of my family surviving, then in that event such sixth interest shall revert to my nearest blood relations.
“I further direct that my said son William H. Smith be paid a monthly *359 salary such as -fair and just from the net earnings of my estate, payment to continue as long as his services are profitable to my estate and acceptable to the majority of my family.
“I request that my estate be managed as a whole so long and as far as practicable.
“I constitute and appoint my said wife, executrix and my said sons executors of this will and direct that no bond be required further than the necessary probating of this will, and that no commission be charged by said executrix and executors, bequest being in lieu thereof.”

The named parties qualified as executors and executrix. The widow died in 1925, and subsequently in the same year Charles granted William full authority to act as the sole executor of the estate. William served as sole executor and manager of the estate until 1954, at which time he turned over the management to Charles. $865,0.00 has been distributed as income from the estate, the book value of the remaining assets as of December 31, 1954, was $968,000.

In May 1955, William filed a petition for final settlement and distribution.

In June 1955, Marie and Charles filed their answer and request for distribution. The County Court made an order approving William’s final accounts, but refused to order distribution. Marie and Charles appealed to the District Court. Subsequently, and six days prior to trial in the District Court William withdrew his request for distribution. The District Court vacated the County Court’s determination of ownership, and refused to make such determination. However, the District Court approved and settled the final accounts, but refused to order distribution and directed that administration continue. Marie and Charles appeal.

We have concluded that the estate should be distributed, but before discussing our reasons for such conclusion, we deem it advisable to first interpret the will for the purposes of determining to whom and in what proportion the 'estate should be distributed.

The controversy in this connection stems from what we will term the “re-verter” clause which we quote again as follows :

“In event of the death of either or both such sixth interest to revert to the surviving member, or members of my family and in case no member of my family surviving, then in that event such sixth interest shall revert to my nearest blood relations.”

Marie and Charles contend that by the terms of the will the entire estate vested immediately in themselves and the widow, subject only to a charge in favor of Margaret and William of %th of the net income each for their respective lives.

William contends that the above clause created a remainder in the fee and that Marie’s and Charles’ right to participate in such remainder is conditioned upon “survival”.

. As a predicate for their contention, Marie and Charles argue that the reverter clause was only intended to be effective in the event that William and Margaret predeceased the testator, and since they did not, such clause never became effective.

It is evident from a reading of the re-verter clause that the testator was contemplating the possibility that all members of his family might be dead at the time in question, whether at the time of his death or at the time of the death of the income beneficiaries. At the time the will was executed the testator was 74 years of age. His widow was 58, William was 32, Marie was 30, Margaret was 27, and Charles was 18. We think it extremely unlikely that the testator contemplated the possibility that all five members of his family might precede him in death. Furthermore, there is no reason to assume that he would guard against such contingency with reference to %ths of the income for life, yet fail to do so as to the balance of the estate devised to the widow, Marie and Charles.

*360 We think it is clear that testator was referring- to the death of Margaret and William at a time subsequent to the acquisition of their income gifts.

Marie and Charles further contend that the gift of the entire estate to themselves and the widow in the first paragraph of the will is absolute and unambiguous, and, therefore, cannot be impaired or cut down except by words equally clear and distinct as the words constituting the devise to them, citing In re Will of Friss, 45 Okl. 399, 149 P. 1176. This is a well established rule but has no controlling significance in this case. The devise contained in the first paragraph is expressly “subject to charges hereby and hereinafter made against my estate.” What are the charges thereinafter made ? This was a holographic will, written by a layman. If a subsequent provision of the will evinces an intent to limit the first devise by creating a separate remainder interest, there is no valid reason for concluding that such remainder interest is not one of the charges mentioned even though the word “charg'e” is ordinarily used in a more limited sense. See 57 Am.Jur. Wills § 1150.

84 O.S.1951 § 159, provides as follows:

“The words of a will are to receive an interpretation which will give to every expression some effect rather than one which shall render any of the expressions inoperative.”

Free access — add to your briefcase to read the full text and ask questions with AI

Related

In Re Will of Friss
1914 OK 620 (Supreme Court of Oklahoma, 1914)
Whitmore v. Smith
1923 OK 1102 (Supreme Court of Oklahoma, 1923)
In Re Trusteeship of Vance
1924 OK 644 (Supreme Court of Oklahoma, 1924)
Franklin v. Margay Oil Corp.
1944 OK 316 (Supreme Court of Oklahoma, 1944)
Ozark Oil Co. v. Berryhill
1914 OK 408 (Supreme Court of Oklahoma, 1914)
Johndrow v. Johndrow
1947 OK 315 (Supreme Court of Oklahoma, 1947)
Quigley v. Gridley
132 Mass. 35 (Massachusetts Supreme Judicial Court, 1882)
Gavin v. Curtin
40 L.R.A. 776 (Illinois Supreme Court, 1898)

Cite This Page — Counsel Stack

Bluebook (online)
1959 OK 27, 336 P.2d 355, 1959 Okla. LEXIS 385, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smith-v-smith-okla-1959.