Summers v. Summers

73 So. 401, 198 Ala. 30, 1916 Ala. LEXIS 178
CourtSupreme Court of Alabama
DecidedJune 30, 1916
StatusPublished
Cited by4 cases

This text of 73 So. 401 (Summers v. Summers) 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
Summers v. Summers, 73 So. 401, 198 Ala. 30, 1916 Ala. LEXIS 178 (Ala. 1916).

Opinion

MAYFIELD, J.

This suit is primarily for partition of lands among tenants in common. Whether or not the bill shows the parties to be tenants in common depends upon the validity, or rather the invalidity, of the will of the mother of the parties, in the particular that it attempts to dispose of the remainder in the lands after the termination of a life estate devised to one Thomas Summers, who is alleged to be dead, and the life estate therefore terminated.

It is contended by the complainants, appellants here, that the .attempt to dispose of the remainder fails, because of the failure of the will, or of the testator, to name or sufficiently designate which of her children should care for the life tenant, and then be entitled to take the remainder.

The will, after devising a life estate to the son Thomas proceeds as follows: “I give and bequeath forever to either one of my children who will take him into their family, and see that he is supported and treated well, for the use of said property which I intrusted to their care for his support. And in the event that the one who may first take him should die, it would then fall on the next surviving to take him. And at his or her death, those who had taken care of him, to have their pro rata share of this property, for the trouble they had with him.”

It is conceded by appellants that, if the will had named the children who should care for the life tenant, and these had so cared for him, then they would take the remainder.

We are not of the opinion that the remainder failed on account of the omission of testatrix to name the children who should prima facie care for the life tenant, and therefore be entitled to the remainder. If there had been a contest among the children of the testatrix as to which had the preference in caring for the life tenant, and that issue were presented to the court, a question of more difficulty would be presented for solution. The bill does not inform us that any such contest ever arose, nor does it inform us that all of the children failed to so care for the life tenant; but, [32]*32construing the bill most strongly against the pleaders, we must infer or presume that those who have received the rents, incomes, and profits since the death of the life tenant cared for the life tenant during his life; and if the provision of the will in question is valid, then such children so caring for the life tenant took the remainder, and the complainants therefore are not tenants in common with such children so caring for the unfortunate son, the life tenant.

The provision in the will construed by the Indiana court in the case of Dennis v. Holsapple, 148 Ind. 297, 47 N. E. 631, 46 L. R. A. 168, 62 Am. St. Rep. 526, was as follows: “Whoever shall take good care of me and maintain, nurse, clothe, and furnish me with proper medical treatment at my request, during the time of my life yet, when I shall need the same, shall have all of my property, of every name, kind and description, left at my death. 5. The person, or persons, whom shall be selected by me to earn my estate, as provided in fourth clause, shall have a written statement signed by me to that effect to entitle her, him, or them to my estate,” etc.

The court adjudged the will valid, holding that a will may be explained by extrinsic evidence, as to the person intended, or the thing intended, or the intention of the testator, as to each, if the employment of such evidence does not result in making more or less of the will than its terms import.

It is true the Indiana will provided that the person to be selected by the testatrix to earn her estate should have a written statement signed by the testatrix to that effect; but that does not differentiate that case from the one now under consideration. In fact, the Indiana court said as to the writing’s designating the taker: “We concur with the contention of counsel for appellant that a testator, under the law, is not authorized or invested with the power of reserving in his will the right to name or appoint a legatee or devisee by means of a written statement, or . instrument of the character or kind as is the letter heretofore referred to and set out in this opinion. Neither are courts permitted to receive extrinsic evidence in order to add to, vary, or change the literal meaning of the terms of a will, or to give effect to what may be supposed or presumed to have been the unexpressed intention of the testator. However, it is a well-affirmed legal principal that a will may be explained by such evidence: (1) As to the person intended; (2) the thing intended; (3) the inten[33]*33tion of the testator, as to each, when the employment of such evidence does not result in making more or less of the will than its terms import. Or, in other words, the law never opens the door to parol evidence in order to add to or take from such instruments, but for the legitimate purpose only of applying their terms or provisions to the objects or subjects therein referred to, and in order to reach a correct interpretation of such language or terms as are therein expressed.”

See, also, Chappell’s Case, 3 Ind. App. 356, 29 N. E. 924, 50 Am. St. Rep. 276, and note thereto, page 279 et seq.

If the will in question is void, its invalidity does not appear' on its-face, and is not made to appear by any averments in the-bill. The intention of the testatrix is made clear to the effect that she intended that her property should go to her unfortunate-son during his life, as he was unable to care for himself. She-provided -that those of her children who should so care for him should take the remainder after his death. So far as the bill shows, this intention has been carried out thus far and is now being carried out; and we are not disposed to thwart or disturb the intention of the testatrix. The testator’s intention should be carried out if not contrary to law, even if the courts have to supply, and not only reject, words. — Sharp v. Sharp, 35 Ala. 574; 4 Mayf. Dig. 1157. In construing a will it is the duty of the court to find out the intention of the testator, and construe the language-in conformity with the intention, if it is not forbidden by law.— Edwards v. Bibb, 43 Ala. 666; 4 Mayf. Dig. 1157. If there is a. legal purpose, and the intention of the testator, as manifested in. the will, is directed to effect this purpose, the court must carryout this purpose. In a will the intention of the testator is not to-fail because it cannot take effect to the full extent, but it must work as far as it can. — Edward v. Bibb, supra; 4 Mayf. Dig. 1157. The learned, searching, and accurate Mr. Butler, in his; Co. Litt. 379a, states that: “No rule of law has a more ancient; origin than that if a testator expresses his intention defectively,, either by not using technical and artificial terms or by using-them improperly; yet, if his intention can be collected from his-, will, the law, no matter how defective his language, will construe.his words according to his intention.”

The first thing, therefore, is to ascertain what the object of the testator is; the next, whether it is such as the rules of law and equity will admit. This is the sum and substance of the [34]*34common sense and the law on the subject. — Hunter’s Estate, 6 Barr. (Pa.) 106; 7 Mayf. Dig. 961.

■ The remainder was by the testatrix given to those of her children who should care for her other unfortunate son, the life tenant.

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

Related

Wiley v. Murphree
151 So. 869 (Supreme Court of Alabama, 1933)
Achelis v. Musgrove
101 So. 670 (Supreme Court of Alabama, 1924)
Bosserman v. Burton
120 S.E. 261 (Supreme Court of Virginia, 1923)
Stewart v. Morris
79 So. 579 (Supreme Court of Alabama, 1918)

Cite This Page — Counsel Stack

Bluebook (online)
73 So. 401, 198 Ala. 30, 1916 Ala. LEXIS 178, Counsel Stack Legal Research, https://law.counselstack.com/opinion/summers-v-summers-ala-1916.