Walker v. Bobbitt

114 Tenn. 700
CourtTennessee Supreme Court
DecidedApril 15, 1905
StatusPublished
Cited by8 cases

This text of 114 Tenn. 700 (Walker v. Bobbitt) 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
Walker v. Bobbitt, 114 Tenn. 700 (Tenn. 1905).

Opinion

Mr. Chief Justice Beard

delivered tbe opinion of tbe Court.

One Henry Bobbitt died intestate in Henry county,. Tennessee, in tbe .year 1890. He left surviving bim a widow, Jane Bobbitt, but no lineal descendants. While tbe owner of some personal property, tbe only real estate in wbicb be bad an interest at tbe date of tbe making of bis will -or at any time thereafter was in a tract of one hundred acres lying in that county, wbicb bad been conveyed to bim and bis wife, and of wbicb they owned tbe estate by entirety.

In tbe first clause of bis will tbe testator provided for tbe payment of bis funeral expenses and bis debts, and by the third clause be nominated bis wife, Jane, as executrix. Tbe second clause of tbe will is as follows: “I give and bequeath to my beloved wife, Jane Bobbitt, all of my estate, both real and personal for and during her natural life, and at her death, I will and bequeath two-thirds of whatever may remain to tbe Hopewell presbytery, of tbe Cumberland Presbyterian Church, to be used by said presbytery in any way they may see proper.” By a codicil to tbe will, duly executed, tbe two-thirds interest given in this clause to Hopewell presbytery was changed so as to give it to the trustees of tbe Cumberland University for tbe endowment of tbe theological department. It will be observed that tbe testator made [703]*703no disposition of the other one-third remainder interest in either his real estate or personal property.

Upon his death, his wife, surviving him, took upon herself the execution of the will, and at the same time accepted its benefits. Prom sources not disclosed in the record she received as executrix $6,168.81 from personalty belonging’ to the estate. From this she paid to the trustees of Cumberland University the sum of $2,000, which was received by them in full satisfaction of the residuary legacy given to them by the codicil. This payment left in her hands the sum of $4,168.81, derived from the personal estate of the testator. She also sold the tract of land of which mention has been made, and received therefor the sum of $4,000. Subsequently she-died, leaving a will by the terms of which she gave, all of her estate to certain of her collateral kindred. A controversy having arisen between these legatees and the distributees of Henry Bobbitt as to the ownership of these two funds, the present bill was filed by the executor of Mrs. Bobbitt’s will, asking the chancery .court to fix and determine the rights of the respective claimants to these funds.

As has already been stated, the testator, Henry Bobbitt, died intestate as to one-third of his estate, and no provision was made in his will for the contingency which subsequently occurred of the remaindermen, the trustees of the Cumberland University, taking a part for the whole of the two-thirds given to them. As to the balance thus left upon this settlement, it is clear that it also con[704]*704stituted a portion of his estate undisposed of by his will.

Upon these facts the chancellor held that, surviving her husband, Mrs. Bobbitt took the entire interest in the tract of land of one hundred acres, and that her right of survivorship was not affected by the doctrine of election invoked by the distributees of Henry Bobbitt, and further that, her husband having died intestate as to the portions of the personal estate, she took them under the ■general statute of distribution; the whole passing to the legatees named in her will. From his decree so holding the heirs and distributees of Henry Bobbitt have appealed and assigned errors.

We agree with the chancellor that the doctrine of election neither as to the land in question nor its proceeds can be. invoked by the appellants. This doctrine properly arises where a testator manifests a clear intention to dispose of property not his own, and by other parts of his will from his own estate confers benefits upon the owner of that property. Dashwood v. Peyton, 18 Vesey, 41. In such case the owner is put upon his election, and if he accepts the benefits he is excluded or estopped from asserting claim to the property so disposed of. But as we understand, this rule or doctrine is not applied save in a case of property in which the testator has no interest. If he has some interest of his own (more than mere possession ) in the thing disposed of, bequeathed by him, he will be deemed by his use of general terms to have intended only a bequest or a devise of his interest, and the owner will not ue put to an election between maintain-[705]*705mg Ms former title and claiming the new benefits provided by the will. McGinnis v. McGinnis, 1 Ga., 496; Emens v. Sackett, 15 N. Y., 365; Leonard v. Steele, 4 Barb., 20.

That tbe testator, Henry Bobbitt, bad an interest in tMs realty at tbe time be made bis will, is well settled. Tbis .continued in bim until Ms death. Tbis interest might ripen into a full and complete ownersMp upon tbe death of bis wife leaving bim surviving. We think tbe existence of tbis interest, upon principle as well as the authority of tbe cases cited, would preclude tbe application of tbe rule in question. This interest was a valuable one which bis creditors might have reached and subjected by execution. Mfg. Co. v. Collier, 95 Tenn., 115, 31 S. W., 1000, 30 L. E. A., 315, 49 Am. St. Rep., 921. But tbe event which made the will operative (that is, bis death) was the same which carried tbe whole estate in this land into Mrs. Bobbitt, by reason of the fact that she, of the two, was the longer liver.

Tbe question as to tbe devolution of tbe personal estate of which Henry Bobbitt died intestate is now to be considered. In doing this it is necessary to examine tbe older statutes, as well as tbe Code provisions with regard to tbe distribution of tbe estate of persons dying intestate, and tbe cases in wMcb some or all of these have been construed and applied.

At common law a devise to tbe wife by her husband did not prevent her from setting up claim to dower un[706]*706less it was so expressed in or arose by implication from the terms of the will too strong to be resisted; otherwise she could take both her dower and her bequest. This however, was changed by a provision in chapter 22 of the Acts of 1784. By section 8 of the act, among other things, it was provided that “if any person should die intestate, or make his last will and testament and not therein make any express provision for his wife by giving and devising unto her such part or parcel of his real and personal estate as shall be fully satisfactory to her, such widow may signify her dissent thereto before the judge of the circuit court ... in open court within six months after the probate of said will, and then . . she shall be entitled to dower ... to wit one-third part of all the lands ... of which her husband dies seised . . . and furthermore if such husband should die leaving no child, or not more than two, then in that case she shall be entitled to oné-third part of the personal estate; but if he should die leaving.more than two children, then, and in that case, such widow shall share equally with all the children, she being entitled to a child’s part.”

It Avill be seen this statute provides for widows belonging to two’ different classes, the first of which embraces those whose husbands died without leaving a will; and the second, widows who, being dissatisfied with the provisions in their favor made in the wills of their husbands, dissented therefrom in the manner and time fixed by the statute.

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Bluebook (online)
114 Tenn. 700, Counsel Stack Legal Research, https://law.counselstack.com/opinion/walker-v-bobbitt-tenn-1905.