W. F. GREEN
v.
MARY OLA BARROW, A WIDOW, ERESS E. MATTHEWS, JOINED BY HER HUSBAND, W. S. MATTHEWS, JULIA MITCHELL, JOINED BY HER HUSBAND, JOHN F. MITCHELL AND WALTON H. OWENS

Fla. | 1942-05-19
BROWN, C. J., WHITFIELD, BUFORD, CHAPMAN, and ADAMS, JJ., concur., THOMAS, J., dissents.
150 Fla. 594 Florida Supreme Court (1942) Positive Treatment
Also reported at: 8 So. 2d 283
Cited by 9 cases

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Synopsis

The Florida Supreme Court reversed a trial court's judgment that a testator's will granted his wife only a life estate without power to convey. The court held that the will language granted the wife a life estate with full power to convey the estate during her lifetime, making her deed to a third party valid.


Holding

The will created a life estate in the wife with power to convey any portion of the estate during her life, with such conveyances carrying fee simple title in the grantee. Therefore, the wife's deed to Green was valid.


Key Quotes

“When no statute is charged to be violated, the sole guide to the interpretation of a will is the intent of the testator as gleaned from the terms of the will.”

Establishes the fundamental principle governing will interpretation used in the case.

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Facts & Procedural History

M. M. Owens died testate in Escambia County, Florida prior to March 16, 1938. His will gave his wife Mary L. Owens all his property to be held during …

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Opinion of the Court
TERRELL, J.:

TERRELL, J.:

M. M. Owens of Escambia County, Florida, died testate prior to March 16, 1938; the pertinent part of his will is as follows:

“After all my lawful debts are paid and discharged, I give and bequeath my wife, Mary L. Owens all my property both real and personal, to be held and owned by her during her lifetime fully and in all respects as I now hold it. At her death it is my will, should there remain any of my estate, that the same shall revert and vest in Sarah Lou Hammond, Mary Ola Barrow, (sister) Erress E. Mathews (sister) Julia Mitchell, (sister) and Walton H. Owens (brother) all to share and share alike.”

On March 16, 1938, Mary L. Owens, the wife of the testator executed a deed to the plaintiff in error W. F. Green describing certain lots in Bonifay, Florida, which were a part of the estate conveyed to her in the will of M. M. Owens. Mary L. Owens died December 1, 1938. In December, 1939, defendants in error as plaintiffs below filed an action in ejectment against W. F. Green claiming title to the said lots as devisees *596under the will of M. M. Owens. Green entered a plea of not guilty claiming title under the will of M! M. Owens and deed from Mary L. Owens.

The question presented is whether the will of M. M. Owens vested only a life estate or a fee or a life estate with power to convey in his wife. The trial court held that the will created a life estate only in the devisee and being so, her deed to Green was without effect. The case is here on writ of error to that judgment.

When no statute is charged to be violated, the sole guide to the interpretation of a will is the intent of the testator as gleaned from the terms of the will. Applying this rule, we think the will in question shows a clear intent on the part of the testator to give his wife a life estate in the estate of the testator with power to convey any portion of the estate during her life, such conveyance to carry a fee simple title in the grantee. The words “to be held and owned by her. during her lifetime fully and in all respects as I now hold it. At her death, it is my will, should there remain any of my estate that the same shall revert and vest in Sarah Lou Hammond ...” when read together can carry no other meaning.

We have read the cases relied on by appellees including those which hold to the effect that a will so cast will permit the disposition of personal property only but we do not consider them controlling. In fine, the will in this case when construed as a whole says to the wife, take my estate and live on it and if there is anything left at your death it reverts to my brothers and sisters. To be held for life in all respects as he held it, reversion only in the part remaining at her death can mean nothing short of power to convey.

*597The judgment of the trial court is reversed with direction to enter judgment for the defendant accordingly.

Reversed.

BROWN, C. J., WHITFIELD, BUFORD, CHAPMAN, and ADAMS, JJ., concur.

THOMAS, J., dissents.


Cases With Similar Vibessemantic neighbors from the corpus


Citator

Cited By

  • Sanderson v. Sanderson, 70 So. 2d 364 (Fla. 1954)
    …, dispose of the real issues involved in this appeal. For it is the law of this jurisdiction that a life tenant may be vested with a power pf disposition, express or implied, enabling him to convey to a grantee the fee simple title. Green v. Barrow, 150 Fla. 594, 8 So. 2d 283. “No particular language is necessary to create a power * * *. The courts as a rule announce the intent of the creator of the power as their guide. A power may be created by implication as well as expressly. Thus, if there is a gift to…
  • In re the Est. of Walter F. Ritz v. Ritz, 385 So. 2d 1102 (Fla. 5th DCA 1980)
    …granted an unrestricted and exclusive power to sell the fee title to the residence, provided that 20% of the proceeds from such sale go to the two remain-dermen. See Roberts v. Mosely, 100 Fla. 267, 129 So. 835 (1930); Green v. Barrow, 150 Fla. 594, 8 So. 2d 283 (1942); Sanderson v. Sanderson, 70 So. 2d 364 (Fla.1954). The problem arises from the inclusion of the clause “or upon her death” in the third sentence of Article III. Upon Marie’s death, must the residence be sold and 80% of the money distributed…
  • McGEHEE v. Commissioner OF Internal Revenue, 260 F.2d 818 (5th Cir. 1958)
    …to dispose of the fee and pass his title thereto.” Subsequent decisions have confirmed the statement in the Roberts case that, under Florida law, the power of disposition given to a life tenant does not enlarge his estate to a fee. Green v. Barrow, 150 Fla. 594, 8 So. 2d 283; Sanderson v. Sanderson, Fla., 70 So. 2d 364. The decided cases are collected in an extended annotation at 17 A.L.R.2d 7. Under the will of Mrs. McGehee her surviving husband took only a life estate, a terminable interest, and as such…

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