Smyth v. Anderson

232 S.E.2d 835, 238 Ga. 343, 1977 Ga. LEXIS 1024
CourtSupreme Court of Georgia
DecidedFebruary 9, 1977
Docket31803
StatusPublished
Cited by8 cases

This text of 232 S.E.2d 835 (Smyth v. Anderson) is published on Counsel Stack Legal Research, covering Supreme Court of Georgia primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Smyth v. Anderson, 232 S.E.2d 835, 238 Ga. 343, 1977 Ga. LEXIS 1024 (Ga. 1977).

Opinion

Ingram, Justice.

This is a multifid dispute arising from the will of John P. Upshaw. The testator executed his will on April 29, 1931, died on January 16, 1937, and the will was probated on February 1, 1937. The testator was survived by his wife and one child, a daughter, who was married at the time of the testator’s death. The married daughter had no children born to or adopted by her at the time of the testator’s death. However, she later adopted a daughter on July 9, 1940, and this daughter is an appellant in this case and claims the entire remainder estate of John P. Upshaw under his will. If her claim is sustained in this appeal, this disposes of the case. If the adopted daughter of the testator’s only child does not have a valid claim to the testator’s estate, there remains for decision what disposition is to be made of the property under the will.

We must examine the material portions of the will itself to understand the conflicting claims to the remainder of the estate devised under the will. The most material provisions of the will are found in Items 5 and 6, which read as follows:

"Item 5. I give and bequeath unto my wife, Bertha Upshaw, an one-half undivided interest in and to all of my farm land and any other real estate I may own at my death, for her sole and separate use and benefit, for and during her natural life; and at her death unto my daughter, Nell, for and during her natural life; and at her death unto her children. I give and bequeath unto my daughter Nell, the other one-half undivided interest in and to all my farm lands and any other real estate I may own at my death for her sole and separate use and benefit, for and during her natural life; and after her death unto her children. In the event my daughter, Nell, dies without leaving child or children, before the death of my wife, Bertha, then in that event my wife is to have for her sole and separate use and benefit for during her natural life said one-half undivided interest in my said farm lands *344 and any other real estate I may own.

"Item 6. In the event my daughter, Nell, dies without child, or children, and any of my brothers or sisters, or my sister-in-law, Emma Turnipseed, be living, then in that event my farm lands are to go to them for and during their natural lives, and at the death of the last remaining one of them, I give and bequeath the income from my plantation, known as the 'Home Place’ of 490 acres, and the Anglin Place of 250 acres, in Walton County, Georgia, to the Social Circle Schools, for the benefit of the white children of the Social Circle Militia District, inclusive of the Town of Social Circle.

"I name and appoint the acting trustees of the Social Circle Schools as trustees to manage said plantations, and disburse the profits therefrom as above indicated.

"In the event said property is not accepted by said Social Circle Schools or used for any other purpose than above indicated and directed, it is to revert to my estate and go to my next of kin.”

Appellant Smyth, as the adopted daughter of the testator’s only child, contends that she is a child of the testator’s daughter within the contemplation of the testator and was intended by him to be included in the term "children” which he used in disposing of the remainder of his estate.

The other appellants, Arthur Francis Gannon and the Fulton National Bank of Atlanta, are the executors of the will of testator Upshaw’s daughter, Nell Upshaw Gannon. They join the appellees in contending that appellant Smyth is not entitled to the testator Upshaw’s remainder estate because she is not a child within the meaning of the term "children” as that term was used in the will of John P. Upshaw. In other words, they claim that the testator did not intend to include an adopted child of his daughter in his bounty but only a natural child. If they are correct, appellant Smyth takes no part of the remainder of the estate and the dispute passes to the other parties.

If we reach the secondary dispute, it essentially boils down to whether the cy pres doctrine can be correctly applied to the trust provisions in this will or not. If it can, the appellees, as trustees for the Social Circle School *345 System, will receive the remainder of John P. Upshaw’s estate. If not, the remainder estate will go to the appellant executors to be distributed to the "next of kin” of the testator under Item 6 of the will.

We turn first to the claim of the adopted daughter of the testator’s only child, the claim of appellant Smyth to the remainder of the testator’s estate. The trial court held that the will of John P. Upshaw must be construed under the laws in effect at the time of his death and that under the law then extant the adoption of a child by the testator’s daughter after his death did not make the adopted child a grandchild of the testator.

But appellant Smyth argues that, nevertheless, the testator intended to include her in the terms "child” and "children” which he used in Item 5 of the will. She contends that the will itself shows the testator knew his natural daughter was married and that, since she had no children at the time he made his will, he contemplated that she might adopt a child after his death. She also argues that if the remainder of the estate goes to the trustees for the Social Circle School System, the school "children” who would benefit from it would be both natural and adopted children attending the school. Therefore, she says, the use of the word "children” in the will shows the testator intended to include natural and adopted children in each instance where he used the term "child” or "children” in his will.

Appellant Smyth also relies on Brown v. Trust Co. of Ga., 230 Ga. 301 (196 SE2d 872) (1973), and Whittle v. Speir, 235 Ga. 14 (218 SE2d 775) (1975), to support her position. Brown dealt with whether a testator intended the law in effect at the time of the termination of a trust created in his will be applied to determine whether an adopted child was a member of the beneficiary class when the trust terminated. This court held that the testator’s language used to create the trust showed an intention to have the law in effect at the time the trust terminated to be applied in determining the class of beneficiaries. Thus, it was determined that an adopted child was included as a member of the benefited class.

The court went on to say in Brown that, "where a trust is created so as to terminate at some future date *346 when a class of beneficiaries is to be determined, unless the trust instrument itself provides expressly that a statutory rule other than that in effect at the date of termination shall be applied, then the statutory rule in effect at the date of the termination of the trust shall be applied.” 230 Ga. 303. Subsequently, this court applied the rationale of theBrown decision to a will case in Whittle v. Speir, supra, and determined that an adopted grandchild of the testator took the interest of his father under the grandfather’s will. However, there the child had been adopted during the lifetime of the testator.

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Bluebook (online)
232 S.E.2d 835, 238 Ga. 343, 1977 Ga. LEXIS 1024, Counsel Stack Legal Research, https://law.counselstack.com/opinion/smyth-v-anderson-ga-1977.