Wallace v. Wallace

160 So. 377, 118 Fla. 844, 1935 Fla. LEXIS 1786
CourtSupreme Court of Florida
DecidedMarch 21, 1935
StatusPublished
Cited by7 cases

This text of 160 So. 377 (Wallace v. Wallace) is published on Counsel Stack Legal Research, covering Supreme Court of Florida primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Wallace v. Wallace, 160 So. 377, 118 Fla. 844, 1935 Fla. LEXIS 1786 (Fla. 1935).

Opinion

Buford, J.

Mollie Mottier Wallace as Executrix and Trustee under the Last Will and Testament of D. B. Wallace, deceased, filed a bill in equity in the Circuit Court of Hillsborough County praying the construction of the Last Will and Testament of D. B. AVallace, deceased, it being alleged that judicial construction was necessary because of the fact that Mollie Mottier Wallace was the widow of D. B. Wallace, deceased, that she was the beneficiary named in the will, as well as the Executrix and Trustee under the will, and that the terms of the will were not satisfactory to her and that she had within the statutory period dissented *846 to the will and elected to take dower in the entire estate of the deceased, and that she thereupon became entitled to, and did, receive and become vested with a life estate in and to one-third of the real estate of which the testator died seized and possessed and to one-half of the personal property of the said decedent in fee simple, the title of the personal property to enure to the plaintiff, her heirs, executors, administrators and assigns forever. That pursuant to such election there was set apart to the widow a life estate in and to lot 5 of block 7 of Parkland Estates Subdivision as per plat thereof recorded in plat -book 1, page 156, Public Records of Hillsborough County, Florida, which was duly allotted to her and as to which she was put into possession, and that there was also allotted and set off to her the sum of $5,536.13 in cash and one-half of bonds, notes and mortgages receivable, shares of stock in banks and other corporations, and chattels owned by the said decedent at the time of his death.

It is further averred that legacies of $2,000 each directed by said decedent’s will to be paid to decedent’s brother,. James R. Wallace, and the decedent’s niece, Gertrude Egelston Gardt, have been paid to the beneficiaries named and that all debts of decedent and all claims against the decedent’s estate have been paid, settled and discharged except the balance due on the note of the decedent in favor of Federal Land Bank of Louisville, Kentucky, and expenses of administration, the total amount of which is greatly less than the value of the remaining real and personal property belonging to the estate of the decedent.

It is further alleged that she has on hand unadministered a large amount of personal property belonging to the estate of decedent consisting of cash, bonds, notes and mortgages receivable, shares of stocks in banks and other corporations *847 and chattels and in addition there is now included in decedent’s estate certain real estate described in the bill of complaint lying in Hillsborough County, Florida, less' the interest in the portion thereof allotted and set off to the plaintiff as her dower; that there is also unsold real estate in Kentucky of which decedent died seized and possessed, less the life interest in the portion thereof which has been heretofore allotted and set off to her as dower, and that the personal property and real estate in the State of Florida and in Kentucky greatly exceed all claims which might be made against decedent’s estate and which are. subject to be disposed of under the terms of the will.

It is further alleged that the plaintiff is the duly qualified and acting Executrix and Trustee under the said will and she desires to administer and make disposition of the personal property and of the real estate comprising the balance of the decedent’s estate as well as such net income as may accrue therefrom, in accordance with the true intent and meaning of decedent’s will, and to properly discharge her duties as Executrix and Trustee thereunder. She then alleges that in effect she is not advised as to how the estate should be distributed under the terms of the will, in view of her dissent from the terms of the will and her election and taking of dower in decedent’s entire estate.

“She then alleges that Edwin Bruce Wallace is married to Louellyn Wallace, who is the first and only wife of Edwin Bruce Wallace; that no children have been born to Edwin Bruce Wallace; that James R. Wallace,’one of the beneficiaries mentioned in the will, is married to the defendant, Martha Rouse Wallace, and that the defendant, Gertrude Egelston Gardt, one of the beneficiaries named in the will, is a widow; that another one of the beneficiaries mentioned in the will, Harry E. Wallace, is still living; that Gertrude *848 AVallace who is unmarried and over the age of 21 years and Vera AVallace Burch who has been deserted by her husband for a period of more than six months prior to the filing of this bill of complaint, are the only children of Harry E. AVallace, all the other children of said Harry E. AVallace having died before the demise of D. B. AVallace, leaving no issue, and there have been no other children born to Harry E. AVallace since the death of D. B. AVallace.” That she is unable to ascertain the whereabouts or place of residence of AVilliam F. AVallace mentioned in the will and does not know whether or not the said AVilliam F. AVallace is dead or alive. She alleges on information and belief that AVilliam F. AVallace was married and that children were born under him prior to the death of D. B. AVallace but she does not know, and after diligent inquiry, has been unable to ascertain which of said children, if any, survive said D. B. AVallace and that she does not know the whereabouts or place of residence of any of such children or whether any of them are living or dead, or whether any other children have been born unto the said AVilliam F. AVallace since the death of the said D. B. AVallace.

It is then alleged that the interest of any child or children, if any, who might be hereafter born unto Harry E. ; AVallace and of any child or children of the said AVilliam F. AVallace who might have survived the said D. B. AVallace, and of any child or children who might have been born to AVilliam F. AVallace after the death of D. B. AVallace, or who might hereafter be born to the said William F. Wallace are identical with those interests of the defendants, Gertrude AVallace and Vera AVallace Burch, and that any such children are adequately represented by the last named defendants who are made parties to the bill of complaint in their own right and as representative of the class consisting of *849 the children of Harry E. Wallace and of William F. Wallace, who were the brothers of D. B. Wallace.

The bill then prays for service of process and that the will be construed and that the rights of all beneficiaries under the will, including the defendants to this suit, be determined and declared by decree of court and that she be instructed as to her duties as Executrix and Trustee and that she be instructed as to how, when and to whom distribution of the real estate and personal property comprising the balance of decedent’s estate and of such income as may accrue therefrom should be made.

The pertinent parts of the will are as follows:

“After all of my just debts are paid I bequeath to my brother, James R. Wallace, Two Thousand Dollar's, and to my niece, Mrs. Gertrude Egelston Gardt, Two Thousand Dollars.

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Cite This Page — Counsel Stack

Bluebook (online)
160 So. 377, 118 Fla. 844, 1935 Fla. LEXIS 1786, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wallace-v-wallace-fla-1935.