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Collier v. Citizens & Southern Nat. Bank, executor, et al.

Supreme Court of Georgia1950-05-08No. No. 17086
206 Ga. 857

Summary

Holding. The court affirmed the trial court's judgment that a legacy bequeathed to William Comer Collier lapsed upon his death before the testatrix, and that his widow, Mrs. Dorothy C. Collier, as his sole heir at law, was not entitled to take the bequest under the terms of Mrs. Comer's will.

Mrs. Comer's will designated her nephew William Comer Collier to receive one of nine equal shares of her residuary estate. William died before Mrs. Comer, leaving no children or descendants, only a surviving widow, Mrs. Dorothy C. Collier. The executors sought court instruction on how to distribute the estate, and the trial court ruled that William's bequest lapsed upon his death and therefore did not pass to his widow. Mrs. Collier appealed, arguing she should inherit the share as William's sole heir at law.

The court affirmed the trial court's judgment. Under Georgia law, a legacy lapses when the intended recipient dies before the testator, unless the will contains substitution language or unless the deceased legatee left surviving issue. The will here was unambiguous and contained no such provisions. Since William died childless before Mrs. Comer, his legacy lapsed, and his widow took no interest in Mrs. Comer's estate. The court also rejected Mrs. Collier's request for a jury trial, finding that will construction is a question of law for the court when the document's language is clear.

Summary generated by law.co from the public-domain opinion. The opinion text itself is public domain.

Key issues

  • Whether a legacy lapses when the named legatee dies before the testator without surviving issue
  • Whether Georgia's anti-lapse statute applies when the legatee dies without children or descendants
  • Whether construction of an unambiguous will is a question for the jury or the court
  • Whether a surviving spouse of a predeceased legatee may claim the legacy as an heir at law

Procedural posture

The executors of Mrs. Comer's estate filed an equitable proceeding in trial court seeking construction of the will; the trial court ruled the legacy lapsed; Mrs. Collier appealed by direct bill of exceptions.

Authorities cited

No cited authorities resolved to law.co cases yet.

Opinion

majority opinion

Candler, Justice.

Mrs. Georgie C. Comer, a resident of Chatham County, executed a will on September 4, 1945. She died April 13, 1948, and her will was duly probated. Citizens and Southern National Bank and W. Walter Douglas, as executors of her will and as trustees of certain trust estates created by it, filed an equitable proceeding in Chatham Superior Court for a construction of the will and for direction. Their petition named Mrs. Dorothy C. Collier, widow of William Comer Collier, and several other persons who are residuary legatees under the provisions of Mrs. Comer’s will, as defendants. All of the defendants were properly brought before the court. Item Nine of the will, in so far as it is material here, provides: “All the rest and residue of my property of every nature, kind and description, real, personal, mixed, and dioses in action, and wherever situated, of which I may die seized and possessed or to which I may be entitled, shall be divided by my executors into nine (9) parts, as near equal as feasible — the equality of the division to be within the sole discretion of my executors. I give, devise, and bequeath said parts as follows: One part to my nephew, William Comer Collier, to be his absolutely and in fee simple. . .” The other eight parts were bequeathed in the same item of her will to other named relatives, who are parties defendant in the instant case. The estate of Mrs. Comer, at the time of her death, consisted of realty and personalty, all of the former being located in Georgia except one parcel of real estate in Charlottesville, Virginia, valued at “about” $18,000. William Comer Collier died before the death of the testatrix. He left no child or children, or descendants thereof; but was survived only by his widow, Mrs. Dorothy C. Collier, who, as his sole heir at law, claims the legacy bequeathed to him by the residuary item of Mrs. Comer’s will. The parties stipulated that the facts alleged in the petition were true, and on the hearing no evidence was introduced, except a copy of the will. The trial judge found and held that the legacy bequeathed to William Comer Collier lapsed upon his death prior to that of the testatrix; and that the defendant, Mrs. Collier, as his widow and sole heir at law, was not entitled to take the same under the terms of Mrs. Comer’s will. He directed the plaintiffs, after paying certain charges fixed against it, to divide the personal property passing under the residuary item of the will into eight equal parts and pay it over to the eight remaining residuary legatees, and likewise, after paying certain charges assessed against it, to divide the real estate so passing under the residuary clause among all the heirs at law of the testatrix. Mrs. Collier alone excepted to the judgment, and by a direct bill of exceptions brought the case to this court for review. Held:

1. There is no merit in the contention here made that the court erred in failing to submit the questions raised in the instant case to a jury for determination. The construction of an unambiguous will is for the court and not for the jury. Terry v. Rodahan, 79 Ga. 278, 285 (5 S. E. 38, 11 Am. St. R. 420); Butler v. Prudden, 182 Ga. 189 (185 S. E. 102); Watts v. Finley, 187 Ga. 629 (1 S. E. 2d, 723); Armstrong v. Merts, 202 Ga. 483 (43 S. E. 2d, 512). There is no ambiguity in the terms of the will presented for construction,, and the intention of the testatrix is expressed by it in unmistakable language.

2. It is familiar law that a legacy lapses by the death of the legatee or devisee in the lifetime of the testator, unless there be words of substitution or other provisions in the will, or by statute against a lapse. 69 C. J. 1051, § 2256; Snellings v. Downer, 193 Ga. 340 (18 S. E. 2d, 531). But our Code, § 113-812, declares: “If a legatee shall die before the testator, or if dead when the will is executed, but shall have issue living at the death of the testator, such legacy, if absolute and without remainder or limitation, shall not lapse, but shall vest in the issue in the same proportions as if inherited directly from their deceased ancestor.” In the present case, the legacy bequeathed by Mrs. Comer to William Comer Collier, her nephew, was absolute and without remainder or limitation, but he died before the death of the testatrix without leaving a child or children, or descendants thereof. In these circumstances it is too well settléd to require argument or further citation of authority that the legacy to him lapsed; and this being true, the court correctly held that his widow, as his heir at law, took no interest in the same.

No. 17086.

May 8, 1950.

Gazan, Walsh & Bernstein and Anderson, Connerat, Dunn & Hunter, for plaintiff in error.

Lawton & Cunningham and Julian F. Corish, contra.

3. Eor the reason stated in division two above, the defendant, Mrs. Collier, has no interest in the estate of Mrs. Comer; and since no other party at interest has excepted, a ruling upon the correctness of the judgment respecting direction is not required.

Judgment affirmed.

All the Justices concur.