From Casetext: Smarter Legal Research

Brown v. Clifton

Supreme Court of Georgia
Mar 18, 1981
276 S.E.2d 41 (Ga. 1981)

Opinion

36875.

DECIDED MARCH 18, 1981.

Construction of will. Fulton Superior Court. Before Judge Jenrette.

Mackay Elliott, David L. G. King, Jr., for appellants.

Gary D. Zweifel, Walter Akerman, Jr., for appellee.


Trust Company Bank, an executor under the will of Ben Hill Clifton, brought an action to determine who is entitled to certain bonds, a note, convertible preferred stock and certificates of deposit titled solely in the name of the decedent. Item 8 of the will provides: "All of the bonds, bank accounts, savings accounts, building and loan accounts and other similar property I may own at the time of my death in the name of myself and/or my said wife shall be the sole property of my said wife and my Executors shall make no claim against her on account thereof." The trial court held "Item Eight conveys all the property named therein to the Testator's wife, whether such property is held jointly by the Testator and his wife in both of their names or in either of their names separately."

Appellants are the nephews and nieces of the decedent. They contend that Item 8 of the will cannot properly be construed as a bequest to the decedent's wife of property titled solely in his name. We agree with appellants' contentions, and accordingly, we reverse.

"In construing a will the paramount rule is to ascertain the intention of the testator, and give complete effect thereto; and every portion of the will should be considered which may aid the court in discovering the intention of the testator. Ivey v. Davis, 175 Ga. 607 ( 165 S.E. 605)." Mills v. Tyus, 195 Ga. 119, 120-121 ( 23 S.E.2d 259) (1942); Yerbey v. Chandler, 194 Ga. 263, 265 ( 21 S.E.2d 636) (1942). "[T]he paramount object is the ascertainment of the intention of the testator by looking to `Its four corners' and giving consideration to all of its parts. [Cits.]" Lewis v. Mitchell, 216 Ga. 526, 527 ( 117 S.E.2d 901) (1961). "Each sentence should be given the weight it deserves when considered in connection with the entire plan of the will, or any distinct part of it, but no separate sentence should be overemphasized so as to distort the underlying testamentary scheme." Frost v. Dixon, 204 Ga. 268, 271 ( 49 S.E.2d 664) (1948); Donehoo v. Donehoo, 229 Ga. 627, 629 ( 193 S.E.2d 827) (1972). "Consideration and force should be given to all parts of the will, if possible, without allowing one clause to destroy another." Jackson v. Brown, 203 Ga. 602, 605 ( 47 S.E.2d 867) (1948).

In items 1 through 6 of the decedent's will, a bequest or devise is stated in the following terms: "... I give, devise and bequeath," "I give and devise" and "I give and bequeath." The decedent made substantial bequests in items 1 through 4. Item 5 of the will creates a trust comprised of 40% of the estate for the benefit of the wife. She has a power of appointment over the trust property. If the power is not exercised, the trust property is to be added to the trust created in Item Six. Item Six directs that "[a]ll of the rest, residue and remainder of my property of every kind and description, and wherever located ..." go into a testamentary trust. The income from this trust is for the benefit of the wife during her life. Item 6 (c) provides: "This trust shall terminate upon the death of my wife, and the Corporate Trustee shall distribute the entire trust property then remaining to my nieces and nephews and my wife's nieces and nephews ... or the survivors of them..." After the above dispositions are made, Item 7 states that "[t]he provisions made in this Will for my wife are in lieu of dower and year's support."

In view of the above provisions, we cannot conclude that Item 8 was intended to dispose of property owned solely by the decedent. The decedent had clearly disposed of all of his property in the first six items of his will. See Stevens v. C. S. Nat. Bank, 233 Ga. 612, 613 ( 212 S.E.2d 792) (1975). The language employed in Item 8 stands in stark contrast to that employed in Items 1 through 6, which unequivocally express an intention to make a gift or devise. See Barker v. Haunson, 174 Ga. 492, 500 ( 163 S.E. 163) (1932).

"The intentions of a testator ... are not to be determined by arbitrary conjecture as to what he meant nor by consideration of detached portions of the will." Aiken v. Aiken, 209 Ga. 819 (1) ( 76 S.E.2d 481) (1953). To adopt the construction of Item 8 advanced by appellee and approved by the trial court would, in our view, create unnecessary distortions in the decedent's overall testamentary scheme. See Comer v. C. S. Nat. Bank, 182 Ga. 1, 5 ( 185 S.E. 77) (1935). The judgment is therefore reversed and the case remanded for further proceedings not inconsistent with this opinion.

Judgment reversed. All the Justices concur, except Marshall, J., who concurs in the judgment only.


DECIDED MARCH 18, 1981.


Summaries of

Brown v. Clifton

Supreme Court of Georgia
Mar 18, 1981
276 S.E.2d 41 (Ga. 1981)
Case details for

Brown v. Clifton

Case Details

Full title:BROWN et al. v. CLIFTON

Court:Supreme Court of Georgia

Date published: Mar 18, 1981

Citations

276 S.E.2d 41 (Ga. 1981)
276 S.E.2d 41

Citing Cases

Young v. Ellis

00 per month. Chandler v. Chandler, 249 Ga. 575 ( 292 S.E.2d 685) (1982); Brown v. Clifton, 247 Ga. 353 ( 276…

McMillan v. Jacobs

The authority argues that just as we should look throughout an entire will to establish the intention of a…