Tate v. Tate

126 Tenn. 169
CourtTennessee Supreme Court
DecidedApril 15, 1912
StatusPublished
Cited by44 cases

This text of 126 Tenn. 169 (Tate v. Tate) is published on Counsel Stack Legal Research, covering Tennessee Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Tate v. Tate, 126 Tenn. 169 (Tenn. 1912).

Opinion

Mr. Justice Neil

delivered the opinion of the Court.

■ Complainant Martha H. Tate is the daughter of Mrs. Mary H. Hillsman, who died, August 22, 1883, the owner of a large estate in realty. Mrs. Hillsman left surviving her, also another daughter, Mary T. Hills-man, who never married, hut died on June 15, 1905. She also left surviving her her husband, John T. Hills-man, who died November 21, 1909. On the date last mentioned complainant Martha H. Tate was the only surviving child of her mother, and no issue urns left by any deceased Child. Prior to her death Mrs. Hillsman made and published her last will and testament, two items of which are as follows:

[173]*173“Item II. My entire estate, real and personal and mixed, and wherever situate, I give, devise and bequeath to my hnsband John T. Hillsman, his heirs and assigns, in fee simple, in trust, nevertheless, to hold the same for his own use, benefit and behoof, during his natural life, and at his death to be equally divided between my children, share and share alike, and in fee, the issue of any child that may have died to represent and take the share of the deceased parent.
“Item III. For the purpose of removing any mortgage, incumbrance or lien of any character, whatever, that may be upon my estate or any part thereof, at the time of my death, I hereby invest my said husband, John T. Hillsman, with power to sell my real estate or any part thereof, and I invest him with the like power to' sell and convey my real estate or any part thereof for the purpose of investing the proceeds of sale in other property, such other property to be held upon the trusts above declared; that is to say, for himself during his life, and at his death to be equally divided amongst my children or their representatives, and the like power of sale is hereby conferred upon my said husband as to any property acquired by a reinvestment of the proceeds of sale; the substituted or acquired property in all instances to be held on the same trusts and subject to the same powers as my original estate. But the said power of sale, either to pay debts or for the purposes of reinvestment, shall not be exercised except by the consent and concurrence of B. M. Estes, of Memphis, Tennessee, such consent and concurrence to be signified [174]*174by bis joining in the deed of conveyance. It is my further will that if the said Estes should die in the lifetime of my husband, the chancery court of Shelby county or any court succeeding it may, on the petition of any person interested in my estate, appoint a substitute for him, whose consent and concurrence, to be evidenced in the manner aforesaid, shall be necessary to an execution of said power of sale.”

The chief question in the case arises upon the construction of item number 2.

It is insisted in behalf of complainant that Mrs. Bailsman devised her estate to her children as a class, and that complainant Martha H. having survived her sister, the latter having never married, and consequently having left no issue, she is the owner in fee of all of the propery devised by her mother. Defendant’s contention is that each of Mrs. Hillsman’s children took a vested estate in fee in remainder, defeasible, however, upon either dying prior to the death of their father and leaving a child or children, in which latter event the fee, according to defendants’ claim, would go to such child or children left surviving either of the two children of the testatrix..

Stated shortly, the controversy is whether item 2 falls within the class doctrine as known and administered in this State.

The latest case upon the subject in our reports is that of Sanders v. Byrom, 112 Tenn., 472, 79 S. W., 1028. In that decision the cases in this State are collected and classified. First, those wherein the class doctrine was [175]*175held to apply; secondly, those in which it was held not to apply; and, thirdly, two cases which seems to he out of line with the current of authority.

It is perceived that under item 2 the estate is given to the husband, John T. Hillsman, for life, “and at his death to be equally divided between my children, jhjare and share alike, and in fee, the issue of any child that may have died to represent and take the share of the deceased parent.”

It is also seen under the third item power is given to John T. Hillsman to sell the real estate for the purpose of investing the proceeds in other property, “such other property to be held upon the trusts above' declared; that is to say, for himself during his life, and at his death to be equally divided amongst my children or their representatives, and the like power of sale is hereby conferred upon my said husband as to any property acquired by reinvesting the proceeds of sale; the substituted or acquired property in all instances to be held on the same trusts and subjects to the same power as my original estate.”

Reading these two items together, it seems very clear that the testatrix intended that all of her estate should be kept together until the death of her husband, and then should be divided “between” her children, or, as expressed in the third item, “amongst” her children, and their legal representatives; that is, the place of any child of hers that should die before the falling in of the life estate to be filled by any child or children that such child so dying might leave surviving her.

[176]*176Thus appears with great distinctness one of the elements of the class doctrine; that- is, that the time of distribution must he fixed at a period subsequent to the time when the will goes into effect — that is, subsequent to the date of the death of the testator. This period of time may he the end of a number of years designated in the will, or at the death of a life tenant, or upon the happening of any future event indicated in the will. Next it appears that the devise is not to the two daughters of the testatrix, nomiruitim, but to the children of testatrix, and in case any child should be dead at the death of the life tenant, then to the representatives of such child or children. It was impossible to say, at the date of the execution of the will, or at the death of the testatrix, what' persons would, at the death of the life tenant, answer the description of children of the testatrix, or representatives of such children, as either one of her two daughters might die before that time, or both might die, and leave children, and among these children it might be that there were several born between the death of the testatrix and the death of the life tenant, and some of these might die and others be born, and thus the beneficiaries of the devise were subject to fluctuation, either by diminution or increase. That is to say, while there could be no increase in the number of testatrix’s children, yet there might be a decrease; and both increase and decrease in the representatives of the children, who might finally be the persons to take upon the death of the life tenant. So we have here the other two elements of the class doctrine — a devise to a class and [177]*177that class one snbect to fluctuation, thus making the three elements that must appear under that doctrine. Sanders v. Byrom, 112 Tenn., 472, 477, 479, 79 S. W., 1028. As stated in Rood on Wills, section 480, p.

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Bluebook (online)
126 Tenn. 169, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tate-v-tate-tenn-1912.