Thompson v. Mathews

174 S.E.2d 916, 226 Ga. 347, 1970 Ga. LEXIS 537
CourtSupreme Court of Georgia
DecidedMay 7, 1970
Docket25770
StatusPublished
Cited by3 cases

This text of 174 S.E.2d 916 (Thompson v. Mathews) 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
Thompson v. Mathews, 174 S.E.2d 916, 226 Ga. 347, 1970 Ga. LEXIS 537 (Ga. 1970).

Opinion

Mobley, Presiding Justice.

Mrs. Lois S. Mathews and Mrs. Inez S. McGregor, executrices of Miss Chesley Bostwick Sharpe, brought a declaratory judgment action for the construction of the will of Miss Sharpe, naming as defendants James Wilson Thompson and Robert Parker Thompson, and their children; and Estelle Still Thompson, and her children. The appeal by James Wilson Thompson and Robert Parker Thompson, and their children, is from the final order construing the will.

The will of Miss Sharpe gave a life estate to the plaintiffs, her sisters, in all of her real estate. Item 6 is as follows: “Upon the death of both of my sisters, Inez S. McGregor and Lois S. Mathews, then I desire and direct that my interest in the home place or McLemore Lands, shall go share and share alike to my two cousins, James Wilson Thompson and Robert Parker Thompson, and in the event of the death of either of said parties, then their undivided one-half interest shall go to their children share and share alike in fee simple.” Item 7 is as follows: “Upon the death of both of my sisters, I desire and direct that my interest in the Buckhorn or Sharpe Lands located near *348 Sharpespur shall go to Estelle Still Thompson of Reidsville, Georgia, and in the event she should predecease my sisters in life, then my interest in such property herein described shall go to her children.”

The will was executed in 1956. At that time Miss Sharpe was the joint owner in common with her two sisters of three farms, referred to as the home place or McLemore Lands, containing about 636 acres, the Buckhorn or Sharpe Lands, containing about 434 acres, the Coursey Lands, containing about 600 acres, and property in Lyons and Yidalia, Georgia. In her will she did not refer to the Coursey Lands, or the property in Lyons and Vidalia (later conveyed to her sisters by deed).

In February, 1961, the three sisters made a division of three parcels of their joint property by an exchange of deeds, by which Mrs. McGregor acquired the entire interest in the Buckhorn or Sharpe Lands, Mrs. Mathews acquired the entire interest in the Coursey Lands, and Miss Sharpe acquired the entire interest in the home place or McLemore Lands. Each of these deeds recited a consideration of five dollars. Miss Sharpe died in January, 1962, without making a codicil or a new will.

The trial judge held that the testatrix exchanged the Buckhorn or Sharpe Lands for other of like character, and that a substitution occurred under Code- § 113-818 as to the remainder estate devised to Estelle Still Thompson in Item 7. He further held that the words “my interest in the home place or McLemore Lands” in Item 6, wherein a remainder estate in this property was devised to James Wilson Thompson and Robert Parker Thompson, was intended by the testatrix to mean the one-third interest she had at the time the will was executed, and did not include the other two-thirds interest later acquired by her by the deeds of her sisters. He held that there was an intestacy as to the remaining one-third remainder interest in the home place or McLemore Lands, and that her two sisters, the plaintiffs, as her only heirs at law, would inherit this one-third remainder interest. All of these rulings are enumerated as error by the appellants, together with findings of the judge incidental to these rulings.

The first question for decision is whether the testatrix *349 exchanged the property devised to Estelle Still Thompson for other of “like character” so that the law would deem her intention to be to substitute the one for the other. Code § 113-817 provides in part: “A legacy is adeemed or destroyed, . . . when the testator conveys to another the specific property bequeathed, and does not afterward become possessed of the same, . . .” Code § 113-818 provides: “If the testator exchanges the property bequeathed for other of the like character, or merely changes the investment of a fund bequeathed, the law deems the intention to be to substitute the one for the other, and the legacy shall not fail.”

The only evidence in the case was given by one of the plaintiffs, Mrs. Inez S. McGregor. She testified as follows: “That she and her two sisters got together and made the three deeds to the three tracts of land in question. That they had been thinking about it for a good long while and each felt like they should receive the whole title to the tract their favorite relative previously owned and the execution and delivery of the deeds was based upon sentimental reasons only and really resulted from each being a pet of the former owner of the land they were to receive. That there was no cash consideration passed and each got what they wanted and each were completely satisfied with the deeds to the land they received.”

In Woodall v. First Nat. Bank, 223 Ga. 688, 695 (157 SE2d 261), in interpreting Code § 113-818, this court stated: “Exchange is the giving of one thing for another; a transfer of property for property or some value other than money (15A Words & Phrases 131); ‘the act of giving or taking one thing in return for another as an equivalent.’ Webster, Third New International Dictionary, p. 792.’ ” The evidence in the present case presents a clear example of an exchange of property. The testatrix exchanged her one-third interest in the Buckhorn or Sharpe Lands for a one-third interest in the home place or Mc-Lemore Lands, and her one-third interest in the Coursey Lands for another one-third interest in the McLemore Lands. The evidence indicates that no consideration was received by the testatrix for her one-third interest in the Buckhorn or Sharpe Lands except the exchange of property.

*350 ' The lands exchanged were of “like character.” All of it was farm land. The fact that the three tracts - did not have the same acreage, and possibly not the same market value, would not prevent them from being of like character, since the persons exchanging the property were satisfied that the values were equal, their consideration being directed to the sentimental value rather than the market value.

Therefore, under Code § 113-818, the law deems it to be the intention of the testatrix tó substitute the one-third interest in the McLemore Lands for her one-third interest in the Buckhorn or Sharpe Lands. Reed v. Reed, 68 Ga. 589, 591; Lang v. Vaughn, 137 Ga. 671, 679 (74 SE 270, 40 LRA (NS) 542, AC 1913B 52). The trial judge correctly held that under Item 7 of the will Estelle Still Thompson and those claiming under her have a remainder interest in one-third of the McLemore Lands, which was substituted for the one-third interest in the Buck-horn or Sharpe Lands.

The second question for determination is whether a remainder interest in the after-acquired two-thirds interest of the testatrix in the McLemore Lands was devised to James Wilson Thompson and Robert Parker Thompson under Item 6 of her will, in which she gave them the remainder estate in “my interest in the home place or McLemore Lands.”

Code

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

Related

See v. Mitchell
700 S.E.2d 338 (Supreme Court of Georgia, 2010)
Fletcher v. Ellenburg
609 S.E.2d 337 (Supreme Court of Georgia, 2005)
Barber v. Warren
515 S.E.2d 153 (Supreme Court of Georgia, 1999)

Cite This Page — Counsel Stack

Bluebook (online)
174 S.E.2d 916, 226 Ga. 347, 1970 Ga. LEXIS 537, Counsel Stack Legal Research, https://law.counselstack.com/opinion/thompson-v-mathews-ga-1970.