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PITTMAN v. PITTMAN, No. 5-3206 (Supreme Court of Arkansas, opinion delivered February 17, 1964)

Appeal from Arkansas Chancery Court, Southern District, Lawrence A. Dawson, Chancellor; opinion by Judge George Rose Smith; Harris, C.J., not participating. Counsel of record: George E. Pike for appellant; Bridges, Young and Matthews for appellee.

Factual and Procedural Background

Roy Pittman (the testator) owned interests in two distinct tracts of land in LaGrue Bottoms, Arkansas county: Tract 1 (440 acres) was owned by the testator and his wife, the appellee, as tenants by the entirety and contained a half-acre camp operated by Garland Simpson; Tract 2 (80 acres) was owned by the testator and his brother Floyd as tenants in common and lay about three-quarters of a mile west of Tract 1. Both tracts had formerly belonged to Storthz Brothers.

Paragraph 4 of the testator's will contains language that is ambiguous as to whether it refers to both tracts or only to the smaller tract (Tract 2). The appellee (the testator's wife) sought a judicial construction of that paragraph to determine whether she is required to make an election under the well-established election rule (that a person cannot both recover the property already owned by them and the testamentary gift of that same property).

The chancery court ruled that no election was necessary. The testator's estate appealed, and the Supreme Court of Arkansas affirmed the chancery court's decision.

Legal Issues Presented

  1. Whether Paragraph 4 of Roy Pittman's will must be construed to require the appellee (his wife) to make an election between taking property she already owned and accepting a testamentary gift under the will.
  2. Whether Paragraph 4 refers to both tracts (including the tract owned by the wife and husband as tenants by the entirety) or only to the tract owned by the testator and his brother (Tract 2).

Arguments of the Parties

The opinion does not contain a detailed account of the parties' legal arguments.

Table of Precedents Cited

Precedent Rule or Principle Cited For Application by the Court
McDonald v. Shaw, 92 Ark. 15, 121 S.W. 935, 28 L.R.A. (n.s.) 657 Supports the election rule that a beneficiary cannot both claim property already belonging to them and also accept a testamentary gift of that property; they must elect. Cited as a familiar authority establishing the necessity for election when a will purports to dispose of property that in fact belongs to someone other than the testator.
Collins v. Fincher, 235 Ark. 587, 361 S.W.2d 86 Reiterates and supports the same election doctrine applied in Arkansas cases. Used alongside McDonald v. Shaw to state the governing rule that a beneficiary cannot claim both their own property and a testamentary gift of that property.

Court's Reasoning and Analysis

The court began from the established rule (supported by the cited Arkansas cases) that a person cannot claim both property that belonged to them and also accept a testamentary gift of that same property; such a situation ordinarily requires the person to elect between the two rights. However, the court emphasized the corollary principle that a will should not be construed to affect property belonging to someone other than the testator if the language is susceptible of another, reasonable construction.

Paragraph 4 of the will contains two potentially conflicting descriptive elements: (1) language describing the property as "lands owned by myself and my brother, Floyd Pittman," which fits only Tract 2; and (2) reference to "the half acre out of said lands where the camp belonging to Garland Simpson is now located," which fits Tract 1. Because one descriptive phrase applies to Tract 2 and the other to Tract 1, the paragraph is reasonably susceptible to either of two interpretations: (a) it refers only to Tract 2, or (b) it refers to both tracts.

Applying the controlling interpretive rule (as discussed in Pomeroy and Page on Wills and quoted in the opinion), the court favored the construction that avoids forcing an election. The court concluded that the testator must have been mistaken in one of the descriptive particulars (either ownership or the camp's location) and that neither mistake is clearly more likely than the other. Because the paragraph is reasonably susceptible to an interpretation that limits it to Tract 2, the court adopted that construction to eliminate the need for the appellee to elect.

In short, when a clause is ambiguous and one reasonable construction avoids creating an election situation, the court will adopt that construction. Therefore, the chancellor's construction limiting Paragraph 4 to Tract 2 only was upheld.

Holding and Implications

AFFIRMED.

Holding: The Supreme Court of Arkansas affirmed the chancery court's determination that Paragraph 4 of the will should be construed as referring only to Tract 2 (the lands described as owned by the testator and his brother), and consequently the appellee is not required to make an election.

Implications: The direct effect is that, under the court's construction, the will does not attempt to dispose of property that actually belonged to the appellee in such a way as to compel her to choose between her existing property rights and the testamentary gift; therefore no election is required. The opinion applies well-established rules of will construction and the election doctrine but does not purport to establish a novel precedent beyond applying those rules to the ambiguous language in Paragraph 4.

PITTMAN v. PITTMAN

1. WILLS — ELECTION — TESTAMENTARY PROVISIONS UNDER WHICH ELECTION ARISES. — When a testator purports to leave A's property to B and by the same will also leaves other property to A, A cannot claim both his own property and the testamentary gift; he must elect to take one and relinquish the other. 2. WILLS — CONSTRUCTION AND OPERATION. — A will is not to be construed to dispose of property belonging to someone other than the testator if it is susceptible of any other construction. 3. WILLS — CONSTRUCTION AND OPERATION. — Where a will is susceptible of two interpretations, the governing rule is to favor that construction which dispenses with the need for an election. 4. WILLS — CONSTRUCTION AND OPERATION. — Where a paragraph in a will was reasonably subject to two interpretations with reference to two tracts of land, the chancellor was right in construing the language to refer to tract 2 only for that interpretation made an election unnecessary.

GEORGE ROSE SMITH, J.

It is a familiar rule that when a testator purports to leave A's property to B and by the same will also leaves other property to A, A cannot claim both his own property and the testamentary gift. He must elect to take one and relinquish the other. McDonald v. Shaw, 92 Ark. 15, 121 S.W. 935, 28 L.R.A. (n.s.) 657; Collins v. Fincher, 235 Ark. 587, 361 S.W.2d 86. This is a suit brought by the appellee for a construction of her husband's will, the question being whether she is required to make such an election with respect to certain property mentioned in the fourth paragraph of the will. The chancellor held that no election was necessary.

The testator, Roy Pittman, had an interest in two tracts of land lying in LaGrue Bottoms in Arkansas county. Tract 1 was owned by Pittman and the appellee as tenants by the entirety, consisted of 440 acres, and was the site of a half-acre camp operated by Garland Simpson. Tract 2 was owned by Pittman and his brother Floyd as tenants in common, consisted of 80 acres, and was about three quarters of a mile west of Tract I. Both tracts had formerly belonged to Storthz Brothers.

Paragraph 4 of the will is really two paragraphs, which read as follows:

"I give, devise and bequeath to my wife, Inona Pittman, for her life, my undivided one-half interest in lands owned by myself and my brother, Floyd Pittman, in LaGrue Bottoms, the lands were purchased from Storthz Brothers, and I give, devise and bequeath to my wife, Inona Pittman, the right to cut and sell the merchantable timber from said lands and to retain the purchase price therefor for herself, except I give, devise and bequeath to my nephew, Garland Simpson, a half acre out of said lands where the camp belonging to Garland Simpson is now located.

"I give, devise and bequeath my undivided one-half interest in and to the above described lands, being those lands purchased from Storthz Brothers and which I own together with my brother, Floyd Pittman, to my nephew, Floyd Lee Pittman and Howard Pittman [the appellants, share and share alike, in fee simple absolutely, subject to the life estate in my wife and the rights given here thereunder and except the half acre above bequeathed to my nephew, Garland Simpson."

It is impossible to be certain whether the testator meant to refer to both tracts or only to Tract 2. On the one hand, he describes the land as being owned by him and his brother Floyd. This description applies only to Tract 2. If Paragraph 4 is construed to refer only to Tract 2 no election by the appellee is necessary, because the testator did not attempt to devise property that actually belonged to her.

On the other hand, the will recites that Garland Simpson's camp is located upon the land in question. Here the reference is to Tract 1, which is the site of Simpson's camp. If Paragraph 4 is construed to refer to both tracts the appellee must make her election, because in other paragraphs of the will she was given other property that was actually owned by her husband. She would have to decide whether to accept the other property and take only a life estate in Tract 1 or to give up the other property and claim Tract 1 as the surviving tenant by the entirety.

Where the will is susceptible of two interpretations the governing rule is to favor that construction which dispenses with the need for an election. "The first and fundamental rule, of which all the others are little more than corollaries, is: In order to create the necessity for an election, there must appear upon the face of the will itself . . . a clear, unmistakable intention, on the part of the testator . . . to dispose of property which is III fact not his own. This intention to dispose of property which in fact belongs to another, and is not within the donor's power of disposition, must appear from language of the instrument which is unequivocal, which leaves no doubt as to the donor's design; the necessity of an election can never exist from an uncertain or dubious interpretation of the clause of donation. It is the settled rule that no case for an election arises unless the gift to one beneficiary is irreconcilable with an estate, interest, or right which another donee is called upon to relinquish; if both gifts can, upon any interpretation of which the language is reasonably susceptible, stand together, then an election is unnecessary." Pomeroy, Equity Jurisprudence (5th Ed.), 472. "A will is not to be construed to dispose of property belonging to someone other than the testator if it is susceptible of any other construction." Page on Wills (Rev. Ed., 1962), 47.13.

Here the testator was mistaken either in saying that he and his brother owned the land or in saying that it was the site of Garland Simpson's camp. One mistake seems to be as likely as the other. Thus Paragraph 4 is reasonably subject to two interpretations. In this situation, under the authorities cited, the chancellor was right in construing the language to be a reference to Tract 2 only, for that interpretation makes an election unnecessary.

Affirmed.

HARRIS, C.J., not participating.

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PITTMAN v. PITTMAN
(Feb 17, 1964)