Summary
In Pickett v. First National Bank, 223 Ga. 507 (156 S.E.2d 438) (1967), this court held that the will in that case, considered in its entirety, showed no intention on the part of the testator to permit encroachment.
Summary of this case from Pittard v. PittardOpinion
24174, 24175.
ARGUED JULY 10, 1967.
DECIDED JULY 14, 1967.
Construction of will. Fannin Superior Court. Before Judge Vandiviere.
P. T. McCutchen, Avary Dimmock, Jr., for appellant.
Spence Milam, Herman J. Spence, Bobby C. Milam, Sidney Haskins, for appellee.
The power to "manage, govern and otherwise enjoy" does not grant the power to encroach upon the corpus of a life estate.
ARGUED JULY 10, 1967 — DECIDED JULY 14, 1967.
Charles P. Arp died testate in 1951. His wife (Mrs. Mira DeBord Arp) was executrix of his estate until declared an incompetent in 1959. Thereafter C. Raymond Arp was appointed her guardian (both of person and property) and administrator de bonis non cum testamento annexo of the testator's estate. In January 1961 the wife of the testator died and in October 1961 C. Raymond Arp died. The present action arose when the executor of the estate of C. Raymond Arp sought his discharge as administrator de bonis non cum testamento annexo of Charles P. Arp's estate and as guardian of Mrs. Mira DeBord Arp. The successor executor of the will of Charles P. Arp, who was also the executor of the estate of Mrs. Mira DeBord Arp, filed caveats in which it was alleged that C. Raymond Arp as guardian of Mrs. Mira DeBord Arp should have encroached upon the corpus of the estate of Charles P. Arp for his ward's support after she was declared incompetent rather than using her separate estate for such purpose. The issues thus made by the caveats involved the construction of a will and the court of ordinary under the provisions of the Act of 1943 (Ga. L. 1943, pp. 409, 414; Code Ann. § 113-1423), transferred the cases to the superior court, which, upon an agreed stipulation of fact, found against the caveator in each case, and it is from these judgments that the appeals are filed.
The will, after making certain specific bequests, provided: "Third: I hereby appoint my wife, Mrs. Mira DeBord Arp, McCaysville, Georgia, executrix of this my last will and testament to serve until her death and that she has full power to manage, govern, and otherwise enjoy all the rest of the residue of my estate until her death, and after her death I hereby appoint Vernon B. Pickett, of McCaysville, Georgia, executor of this my last will and testament and that all the foregoing request be complied with promptly after my death or as soon thereafter as possible.
"Fourth: After all the above has been complied with and after all my grandchildren have reached the age of twenty-one (21) years of age it is my request that all the remainder of my estate be divided equally between all of my grandchildren then living."
The issues presented are whether such provisions authorized an encroachment for the support of the widow Mrs. Mira DeBord Arp, and if so was it the duty of her guardian and the administrator de bonis non cum testamento annexo to expend the corpus of the estate of her husband rather than her separate estate for her support.
The appellant does not contend the will granted more than a life estate, but does contend that a proper construction of the will requires a decision that the right of encroachment for her support was contained therein.
Item Three of the will, after appointing the testator's wife as executrix to serve until her death, gave her "full power to manage, govern, and otherwise enjoy all the rest of the residue of [the] estate until her death." In Broach v. Kitchens, 23 Ga. 515, it was held that the words of a will authorizing a wife "to enjoy" during her natural life did not authorize her to "dispose" of the estate other than her life estate. In Bowman v. Long, 26 Ga. 142, 146, it was held: "In a life estate, the tenant is entitled to have the possession of the property for his own enjoyment; and all that the remainderman can require, is, that the `corpus' of the property shall be kept in preservation, to be delivered to him on the termination of the life estate... Of course, this rule must be subordinate to the rule that the corpus is to be so kept, that it shall be preserved for delivery to the remainderman, on the termination of the life estate. The law has ways by which it can effect this object, and yet, not deprive the life tenant of the use and profits of the property, during his life. It can require him to give security for the forthcoming of the property, at the termination of the life estate."
In Re Woods' Estate, 251 App. Div. 141 ( 295 N.Y.S 718), it was held: "The word `manage' is a broad term; in general it means to have the subject under one's control and direction. It is said in City of Newburgh v. Dickey, 164 App. Div. 791, 792 ( 150 N.Y.S 175, 177): `Manage and control are somewhat synonymous words. Manage means to direct, control, govern, administer or oversee.'"
"When applied to money placed in the hands of another, `manage' is a word of trust and confidence." 55 CJS 1.
The three words controlling the use of the estate given the widow "manage — govern — enjoy" neither individually nor collectively import any right of encroachment upon the corpus of the life estate. Nor does the use of the word "residue" in one item of the will and the synonym "remainder" in another import any right of encroachment upon the corpus of the estate where no right of encroachment appears elsewhere in the instrument and the will as a whole shows no such intention on the part of the testator.
The trial court did not err in finding that no right of encroachment was created by the will and, since no such right existed, the guardian of Mrs. Mira DeBord Arp could not have expended a part of the corpus of the life estate for her support.
Judgment affirmed. All the Justices concur.