MASSACHUSETTS AUDUBON SOCIETY, INC., A CORPORATION, ETC., ET AL.,
v.
ORMOND VILLAGE IMPROVEMENT ASSOCIATION OF ORMOND, FLORIDA, A CORPORATION, ETC., ET AL.

Fla. | 1942-11-20
BROWN, C. J., CHAPMAN and THOMAS, JJ., concur.
152 Fla. 1 Florida Supreme Court (1942) Caution
Also reported at: 10 So. 2d 494
Cited by 31 cases

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Synopsis

Martha Clarke's will devised a property known as Coacoochee Cottage to the "Trustees of Anderson and Price Memorial Building of Ormond, Florida," but the Ormond Village Improvement Association, which had constructed a building bearing the Anderson-Price Memorial name, claimed to be the intended beneficiary. The Florida Supreme Court affirmed the trial court's finding that the Association was the intended beneficiary and was entitled to the entire lot upon which the cottage stood.


Holding

The court held that the Association was the intended beneficiary, as it was effectively identified with the named legatee through its construction of the Anderson-Price Memorial building. The court also held that the entire lot, not merely the cottage, passed under the will, as the general rule is that devise of a dwelling carries with it the real property, grounds, and outbuildings on which it is located.


Key Quotes

“The general rule is that misnomer of a legatee will not defeat a bequest where the one intended can be identified with certainty.”

Establishes the legal principle allowing the court to identify the Ormond Village Improvement Association as the intended beneficiary despite the named designation in the will.

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Facts & Procedural History

Martha Clarke, the longtime housekeeper for the Ormond Hotel owners Messrs. Anderson and Price, executed her will in November 1918 devising a life est…

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Opinion of the Court
TERRELL, J.:

TERRELL, J.:

In November, 1918, Martha A. Clarke, a maiden lady, of Ormond, Florida, executed her will in paragraph four of *2which she devised a life estate in a certain property known as “Coacoochee Cottage” to Arthur B. Curtis for life with remainder to the “Trustees of Anderson and Price Memorial Building of Ormond, Florida.” The Hotel Ormond was given an option to purchase the property at the death of the life tenant if it desired to do so.

This suit was instituted by the Ormond Village Improvement Association praying for a construction of the foregoing provision of the will. The defendants who are appellants here answered the bill of complaint denying that appellee was intended as the beneficiary in paragraph four but contend that if appellee is held to be such beneficiary, the testatrix did not intend to devise all the lot on which “Coacoochee Cottage” was located to it. On the issues so made, the chancellor found for the complainant. This appeal is from the final decree.

The record discloses that the testatrix had been for over twenty years the housekeeper for the Ormond Hotel which was owned by Messrs. Anderson and Price, benefactors of the Ormond community and the testatrix. The lot on which “Coacoochee Cottage” was located was 158 by 191 feet and was adjoining the Ormond Hotel property. Mr. Anderson and Mr. Price died in 1911; the testatrix died in 1933; Arthur B. Curtis the life tenant died in 1940, and the Ormond Hotel declined to exercise its option to purchase the property. About 1915, appellee constructed a new library and club building at Ormond across the front of which were placed the words “Anderson-Price Memorial” to commemorate the names of Ormond’s benefactors.

Such were the primary circumstances inducing the chancellor to hold that appellee was equivalent to or identical with the legatee named in the will and was intended as the beneficiary under it. The general rule is that misnomer of a legatee will not defeat a bequest where the one intended can be identified with certainty. Sheldon v. Powell, 99 Fla. 782, 128 So. 858; Caldwell National Bank v. Rickard, 103 N. J. Eq. 516, 143 Atl. 745. We think the evidence here is conclusive on this .point. .

It is next contended that even if the testatrix intended *3that appellee receive Coacoochee Cottage it was not intended that all the lot on which it was located should pass under the will.

This contention is predicated on the fact that another cottage was constructed on the lot after the will was executed and that there was a later codicil executed which had the effect of republishing the will.

The codicil in no respect modified that part of the will making the request in question and it is shown that the subsequent cottage was built for rent purposes. The rule is that the devise of a particularly described dwelling carries with it the real property, grounds and out-buildings on which the dwelling is located. The lot On which Coacoochee Cottage was located was never divided and was carried for taxing, and other purposes as a single entity. There is no substantial showing that the bequest in this case was intended to carry less than the full lot. Board of Education of the City of Topeka v. State, 64 Kan. 6, 67 Pac. 559; Words and Phrases Vol. 19, pages 687-688.

We are not unmindful of the rule that the execution of a codicil has the effect of republishing the will as of the date of the codicil but the rule is not absolute and must always give way to the intent of the testator. In re Edwards Estate, 254 Pa. 159, 98 Atl. 829. The chancellor knew the parties and the circumstances and the record amply supports his decree.

We find no reversible error so the decree appealed from is affirmed.

Affirmed.

BROWN, C. J., CHAPMAN and THOMAS, JJ., concur.


Cases With Similar Vibessemantic neighbors from the corpus


Citator

Cited By (11 total)

  • Waterbury v. Munn, 159 Fla. 754 (Fla. 1947)
    …dicil; subject, of course, to the cardinal rule applicable to the construction of testamentary instruments, that the intention of the testator, if ascertainable, must prevail. See Massachusetts Audubon Soc. v. Ormond Village Improvement Association, 152 Fla. 1, 10 So. (2nd) 494. The instruments should be construed together and if the codicil can be given any operative effect consistent with the provisions of the will, the latter provisions of the will be deemed to be unaffected by the codicil. See 28 R.C.…
  • In re Est. of Charles H. Pratt v. Pratt, 88 So. 2d 499 (Fla. 1956)
    …e extrinsic to the documents themselves. Although execution of a codicil has the effect of republishing the will [in Florida, this rule is codified in F.S. Sec. 731.17, F.S.A., as construed in Massachusetts Audubon Soc. v. Ormond Village Imp. Ass’n, 152 Fla. 1, 10, So. 2d 494], it has been held, under statutes similar to F.S. Sec. 731.19, invalidating charitable bequests if made within a certain period before the testator’s death, that such gifts are effective if the will precedes the prescribed period al…
  • State ex rel. Lacedonia v. Harvey, 68 So. 2d 817 (Fla. 1953)
    …no merit in this contention. The meaning of the word “dwelling” may vary with the context of its usage. Michaels v. Township Committee of Pemberton Tp., 3 N.J.Super. 523, 67 A. 2d 324. Compare Massachusetts Audubon Soc. v. Ormond Village Imp. Ass’n, 152 Fla. 1, 10 So. 2d 494; Overstreet v. Tubin, Fla., 53 So. 2d 913. In the ordinance here under consideration the word is first used in a section designating one of the permitted uses of property as follows: for the purpose of “multiple family dwelling.” Sec.…

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