Union Planters National Bank v. Corbitt

474 S.W.2d 139, 63 Tenn. App. 430, 1971 Tenn. App. LEXIS 229
CourtCourt of Appeals of Tennessee
DecidedAugust 5, 1971
StatusPublished
Cited by6 cases

This text of 474 S.W.2d 139 (Union Planters National Bank v. Corbitt) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Union Planters National Bank v. Corbitt, 474 S.W.2d 139, 63 Tenn. App. 430, 1971 Tenn. App. LEXIS 229 (Tenn. Ct. App. 1971).

Opinion

MATHERNE, J.

This lawsuit was filed in the Chancery Court of Shelby County, Tennessee for a construe *433 tion of the Last Will and Testament of James J. Corbitt, deceased.

James J. Corbitt died a bachelor on February 26,1967. The controversy is between the adopted children of his niece, herein called the Drake Heirs, and his first cousins, herein called the Corbitt Heirs.

James J. Corbitt’s parents predeceased him, and he had one sister, Elizabeth Corbitt Pryor, who died in April,. 1966. That sister had a daughter Eloise Pryor, who married James Hampton Drake, Sr., on March 24, 1967. On December 15, 1967, Eloise Pryor Drake, then a resident of Georgia, adopted her stepchildren, Letitia Drake Ballard, James Hampton Drake, Jr., and John Horn Drake, then 33 years, 18 years, and 15 years of age respectively. On December 8, 1968, Eloise Pryor Drake and her husband James Hampton Drake, Sr., were killed in an automobile accident, survived by the three adopted children, the Drake Heirs.

James J. Corbitt and his sister were the only children of Fredrick F. and Mary Annette Corbitt. James J. Cor-bitt was the grandson of E. Y. and Mary Corbitt who had, in addition to Corbitt’s father, five children, three of whom died without issue or spouse surviving. Of the other two, a girl, Anna Corbitt, married Thomas Alexander, and they were survived by one child, the defendant Anna Perle Alexander. The other John Corbitt, is survived by two children, the defendants Edwin Corbitt and Maurice Corbitt, one other child having died without issue and unmarried, Anna Perle Alexander and Edwin and Maurice Corbitt are the Corbitt Heirs.

*434 Anna Perle Alexander died intestate on March 4,1970, during the pendency of this lawsuit. First National Bank of Memphis as the duly qualified Administrator of her estate, and Boyce Alexander Gooch, James B. Alexander, Jean Alexander West and Marie Alexander as her sole heirs at law and next of kin, consented that this suit he revived as against them, which was accomplished by Order of the Chancellor signed November 6, 1970.

A Petition to Intervene was filed on behalf of certain descendants of Lucy Ann Corbitt, a sister of the testator’s grandfather, E. V. Corbitt. By Order of the Chancellor they were allowed to intervene, and were represented in the cause.

The Will in question was prepared by W. G. Boone, an attorney of the Memphis Bar, now deceased, and executed on February 11, 1957. The Will was probated in Shelby County on March 16, 1967.

The testator, after making certain specific bequests, left the residue in trust for the benefit of his sister, Elizabeth Corbitt Pryor, and his niece, Eloise Pryor, or the survivor, providing the income be paid one-half to each for her lifetime and all of the income to the survivor for her lifetime. The trust terminated upon the death of the survivor, and the provision of the Will which requires construction is as follows:

Item III
“B. Distribution of Corpus. . . . The corpus of this trust estate shall be distributed at the time or times and upon the conditions as follows, to wit:
*435 1. Upon the death of the survivor of my sister and my said niece or at my death, whichever is later, I direct that the whole of the said corpus be paid and delivered to the issue of my said niece, per stirpes, but if there be none living at such time, then to the persons who are at that time, my heirs at law and next of kin in accordance with the statutes of descent and distribution of the State of Tennessee.”

The Chancellor held the Drake Heirs do not take either as “issue” of Eloise Pryor Drake, nor as “heirs at law and next of kin ’ ’ of the testator. The Chancellor held the Corbitt Heirs took the entire estate, personal and real, one-third to each party; the heirs at law and next of kin of Anna Perle Alexander, deceased, taking her one-third interest.

The Chancellor further found the intervening petitioners had no interest in the estate because they claimed as parties within the fifth degree or greater, wherein the Corbitt Heirs are kin to the testator as descendants from a common ancestor in the fourth degree.

The Drake Heirs and the intervening petitioners appeal to this Court. By appropriate Assignments of Error certain appellants challenge the Decree of the Chancellor.

We hold the questions to be: First, Did the testator intend to include adopted children of his niece as the objects of his bounty? This intent must be found from the foiir corners of the Will, but the question is brought into focus by the provision that upon the death of the two life beneficiaries under the trust, “I direct that the whole of said corpus be paid and delivered to the issue *436 of my said niece, per stirpes, * * V’ (emphasis added) If the intent be shown that the foregoing provision include adopted children of the niece, the matter is settled. If such intent not bé found, the second issue arises, namely, do the adopted children of the testator’s niece constitute heirs at law and next of kin of the testator in accordance with the laws of descent and distribution of the State of Tennessee, and if so, to what degree?

As found by the Chancellor there is no expression in the Will indicating an intent to include or to exclude adopted children of Eloise Pryor Drake. It is therefore necessary to determine the testator’s intent as expressed within the four corners of the instrument; considering the facts and circumstances at the time of its execution, and the general principles of law applicable to the questions involved.

In determining the right of an adopted child to take under the will of a person other than the adopter, it is not a question of the adopted child’s right to inherit, but simply a question of the testator’s intent with respect to those who are to share in his estate. 2 Am.Jur.2d, Adoption sec. 92, p. 934; Ross v. Bateman (1956) 200 Tenn. 148, 291 S.W.2d 584.

In deciding the question of intent, we look to the entire Will and the language used by the testator. Burton v. Kinney (1950) 191 Tenn. 1, 231 S.W.2d 356. There is no language modifying, interpreting or enlarging upon the word “issue.” We would therefore conclude the testator intended the word be given its usual meaning.

“As used in a will designating beneficiaries, the word ‘issue’ has for its primary, presumptive, or general *437 meaning, in addition to other qualifying adjectives, the heirs of the body, that is, heirs begotten or borne by the person referred to, or apart from statute, lineal descendants generally. * * * This meaning will be given it unless there is a discoverable intent to the contrary from the context of the will, or from extraneous facts proper to be considered.” 95 C.J.S. Wills sec. 666(b), p. 977. See also; Phillips, Pritchard, Law of Wills, Vol. 1, secs. 439 and 440, p. 384; Restatement of the Law of Property, Vol. 3, sec. 292, p. 1545.

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Bluebook (online)
474 S.W.2d 139, 63 Tenn. App. 430, 1971 Tenn. App. LEXIS 229, Counsel Stack Legal Research, https://law.counselstack.com/opinion/union-planters-national-bank-v-corbitt-tennctapp-1971.