Dameron v. Lanyon

234 Mo. 627 | Mo. | 1911

VALLIANT, J.

— Appellant is the widow of Clyde B. Lanyon who died intestate September 19, 1903, and respondent is the administratrix of his estate. Eespondent is also the executrix of the will of Eeuben S. Lanyon, deceased, who was the father of Clyde B. Lanyon, and who died testate, December 28th, 1902. Appellant filed a motion in the probate court of Jasper county to require respondent, as administratrix of the estate of Clyde B., to include in her inventory an undivided one-fourth of the real estate of which Beuben S'. Lanyon died seized, subject to the widow’s dower, and a one-fifth interest in his personal estate, she averring that such was the share which Clyde B. owned at the time of his death in the estate of Beuben S. Lanyon. The administratrix answered the motion, denying that Clyde B., at the time of his death, owned any part of the estate left by Ms father. The matter came on for hearing in the probate court and resulted in overruling the motion; the widow appealed to the circuit court where the issues wére tried anew; the trial resulted in a judgment against her, overruling her motion, and from that judgment she appealed.

The adjudication of the rights of the parties in issue depends on the construction to be placed on the will of Beuben S. Lanyon. That will, or so much thereof as is material to the issue, is as follows:

“It is my will that my wife, Martha J. Lanyon, have the same share, right, title and interest, in and to my property, real, personal and mixed, as she would have taken under the laws of the State of Missouri, had I died intestate.

“All the rest, residue and remainder of my estate, real, personal and mixed, I give, devise and bequeath unto my four children, namely: Clyde B. Lanyon, Edith E. Lanyon, Shirley May Lanyon and Lavon Lanyon, to be equally divided among’ them; should either of my children die without issue before he or she shall have received his or her share of my estate, the share of such deceased child shall be equally divided among his surviving brothers and sisters, but if such child shall leave Mm surviving child or children, such child or children shall receive its parent’s share.

“I have heretofore purchased the eighty-acre tract of land hereinafter described, and I have also purchased some shares of stock in the Walker-Lanyon Oil Company, of Joplin, Missouri. This property I purchased for my son, Clyde B. Lanyon, although I have taken the title thereto in my own name. The tract of land is worth two thousand dollars, and the shares of stock are worth twelve hundred and eighty-five dollars.

“I give, devise and bequeath unto my son, Clyde B. Lanyon, the said eighty-acre tract of land, the description of which is the south half of the southwest quarter of section number six, in township twenty-six, range number thirty-three, in Newton county, State of Missouri.

“I also give and devise unto my said son Clyde all of my shares of stock in the Walker-Lanyon Oil Company, of Joplin, Missouri, together with all my right, title and interest in and to the property of said Walker-Lanyon Oil Company, of Joplin, Missouri, but said property is to be considered as an advance to him of a part of his share'as a residuary legatee and devisee under this will, and the same is to be charged to him as of the value of three thousand, two hundred and eighty-five dollars. The above described real estate and personal property are to be turned over to said Clyde B. Lanyon when he arrives at the full age of twenty-one years.

“If the shares of stock in said Walker-Lanyon Oil Company be sold during my lifetime, then said Clyde is to have in lieu thereof the price which they bring, whatever that may be. If they sell for a greater price than $1285, my said son shall have the benefit thereof, and should they be sold for a less sum, the loss is to fall upon him.

“I hereby nominate, constitute and appoint my wife, Martha J. Lanyon, as a sole executrix of this my last will and testament and reposing the fullest confidence in her integrity and in her ability to wisely manage my estate it is my will that no bond whatever be required of her.

“I give unto my said executrix full power and authority to compound, compromise and settle any and all claims against or in favor of my said estate. I also give her full power and authority to grant, bargain, and sell any part of the property, real or'personal, belonging to my estate whenever in her opinion it may seem expedient to do so, and I give to my said executrix full power and authority to execute, acknowledge and deliver deeds of conveyance of the same.

“It is my desire that my wife maintain a home for and support my children during their minority, and that she may do so she may use the income of my estate for that purpose.

“It is my will that my said son, Clyde B. Lanyon, be let into the possession of the eighty-acre tract of land above described as soon as possible after he arrives at the age of twenty-one years, and that at the same time he also be given said shares of stock in said Walker-Lanyon Oil Company, or the proceeds of the sale thereof, if they shall have been sold, but he shall receive no further part or share until in the opinion of my executrix the same should be given to him.

“ It is my desire that my executrix shall from time to time make advances to my children of parts of their several distributive shares of my estate, and she shall keep an accurate account of all such' advances made by her so that each shall receive no more than his distributive share of my estate.

“In order that my estate may be put to the best possible use by my said children, I hereby authorize my said executrix to hold the same and only make advances to my said children at such times and in such amounts as in her opinion will be for their best .interests.

“It being my desire that my said executrix shall have and exercise the same discretion as to the time and manner of the , distribution of my estate that I would have if living.

“It is my desire .that my executrix should keep the property of said estate invested in such a manner as to derive an annual income therefrom, and she is authorized to use the income therefrom for the maintenance of a home and for the support of such children as are minors.

“In witness whereof, I have hereunto set my hand and seal this 23rd day of September, A. D. 1901.”

Testator died in December, 1902, leaving his widow and four children, Clyde B., who was the eldest, and three daughters, the eldest of whom, in December, 1902, was eighteen, and the youngest three years old; they are now living. At the date of the execution of the will, Clyde B. was twenty years old; he became twenty-one in January, 1903, and died in September, 1903, leaving a widow, who is the appellant, but no issue. After the death of Reuben S. Lanyon, the executrix gave Clyde possession of the eighty acres willed to him,, and sold the 'Walker-Lanyon Oil Company stock for $1280, taking the purchaser’s notes secured by the stock as collateral; she took the notes and gave Clyde the money for the same; she gave him in fact $1500, which was more than the stock sold for. ‘She did this to enable him to go into business, and loaned him $1000 besides, and when he got married she gave him four, five or six hundred dollars to set him up in housekeeping. Until he married he lived with his mother, and she supported him out of the estate, and from time to time advanced him money as he needed it, the exact amount not shown in the evidence.

The inventory of the Reuben S. Lanyon estate filed in the probate court showed a, considerable quantity of land, besides the eighty acres above mentioned, and also a considerable personal estate, the exact value of which is not given in the record, as the appraisement is not here, but taking the items mentioned in the inventory at their face value, we gather that the personalty was perhaps $50,000.

In her inventory as administratrix of Clyde’s estate, respondent included the eighty acres, but nothing more as from the father’s estate.

Appellant, as widow of Clyde, filed in the probate court her election to take one-half the estate, and also filed same in recorder’s office within less than one year after the death of her husband.

The decision of this case turns on the interpretation to be given the following part of the residuary clause: “Should either of my children die without issue before he or she shall have received his or her share of my estate, the share of such deceased child ' shall be equally divided among his surviving brothers and sisters.” The words especially in dispute are, “ before he or she shall have received his or her share of my estate.” Do those words mean, before he or she shall have been put in the actual possession of his or her share, or do they mean before he or she shall have become entitled to the actual possession, and, if the latter, when, under other clauses of the will, would he or she become entitled to possession? Were those words designed to provide against a contingency of the death of a child occurring after the death of the testator and before actual distribution of the estate, or were they designed only to provide against a contingency of the death of a child before the death of the testator? Respondent contends for the former and appellant for the latter construction; the trial court construed the clause to refer to the contingency of the death of a child after the death of the testator and before he or she came into actual possession of his or her share.

I. To aid courts in interpreting wills that are obscure in their meaning, some general rules of construction have been laid down, but they are all subject to the governing principle that the intention of the testator is the main fact to be ascertained, and that to find that intention we must read the whole will.

A learned law-writer on this subject has said: “Testamentary language referring to the death or to the survivorship of beneficiaries, whether named as individuals or comprised in a class, presents some of the most difficult problems of construction. ’ ’ [Underhill on Wills, sec. 341.]

In the next section the same author says: “Where there is an immediate gift in the will to A., and a disposition of the property to another ‘in case of Ms (A’s) death,’ or ‘in the event of his death,’ or with any similar expression referring to the death of A., not as an event which is certain to occur, but as a contingent event, no time being mentioned, the gift over will take effect only if A. shall die during the lifetime of the testator. So, also, where the gifts are immediate to several individuals, and in case of the-death of any in the lifetime of the others, then over, those who survive the testator take at once absolutely. ’ ’

The reason for the rule there stated is clear; the testator, in the case contemplated, provides for a remainder over on -the occurrence of a contingency, but death is not a contingency, it is a certainty; therefore, in the case put, if the will were construed to mean •that the remainder was to take effect on the death of A., whensoever it might occur, A. would take a life estate if he survived the testator and the remainder over would be a vested estate. Therefore, when the testator in his will refers to the death of the primary beneficiary in words that indicate that the event he has in mind is an uncertainty, he is presumed to mean a death occurring before some other event, and if there is nothing in the will to indicate what that other event is, the law presumes that the reference is to the contingency of the death of the primary beneficiary before that of the testator. But if the will contains words that show that the testator’s intention was to provide for a contingent remainder or executory devise, in the event of the death of the primary beneficiary occurring before some other event, which might occur after the death of the testator, then the presumption above mentioned is overcome, and the testator’s intention in that respect must govern, that is to say, if the event other than the testator’s own death appears from the will, then we must say that the testator meant the death of the primary beneficiary before the occurrence of that other event.

The text-writer already quoted in section 343 says: “Clauses by which property is given to A. absolutely, with a limitation over in case A. shall die before receiving his legacy, primarily refer to his death before it is actually received by him in cash, whether he die before or after the death of the testator. Though A. may survive the testator, the legacy to him is contingent upon his surviving to receive it. . . . The' difficulty in construing these limitatons over is most striking when they depend upon death simpliciter, without having received the legacy, the testator having omitted all words which would indicate that he meant actual receipt.”

This subject is discussed also in 2 Jarman on Wills (6 Ed.), .p. 746, whence the author says: “Executory gifts over in the event of the legatees dying before ‘receiving’ their legacies have given rise to much litigation. Actual receipt may be delayed by so many different causes that the court is unwilling to impute to the testator an intention to make that a condition of the legacy and thus indefinitely postpone the absolute vesting of it.” But in the course of the elaborate discussion which follows that statement the author at page 751 says: “Hitherto it has been assumed that if the testator clearly intends the legacy to be divested unless actually received by the legatee such intention will prevail. Such was clearly the opinion of Lord Eldon, Sir W. Grant, and Sir J. Leach.” We quote again from Underhill, sec. 343: “Where it is clearly apparent that the testator intended that the legatee should be at the risk of losing what he gave him through the delay or the caprice of the executor, or through accident, as in case it is expressly provided that if the legatee should die before he shall have ‘actually received his legacy’ the part ‘he has not actually received, whether payable or not’ is to go to another, the intention must be respected. The gift over is not invalid for its uncertainty, merely because it is within the power of the executor to defeat the intention of the testator respecting it, by a prompt payment of the legacy, if it is clear that the testator intended he should possess that power. Whether the executor shall possess this power depends upon the language of each will. Its existence must clearly appear, as nothing will be taken by implication in this respect.”

The law is well expressed by the text-writers from whom we have made the above quotations, and when applied to the will in this case it is this: If there is nothing in this will to indicate that the testator, referring to the death of either of his children before he or sbe might receive his or he share, had in mind any other event than his own death, then the will is to be construed as meaning the death of a child before the death of the testator; but if on reading the whole will it appears that the testator did have in mind and was referring to another event, then the will must be construed as meaning death of the primary beneficiary before the occurrence of that other event.

Now let us turn to the will. First it confirms to his wife the share of the testator’s estate that she would take under the law if there were no will; next follows, the residuary clause to his four children containing the words to be construed, to-wit: “Should either of my children die without issue before he or she shall have received his or her share of my estate, the share of such deceased child shall be equally divided among his surviving brothers and sisters,” etc. If that were all there was in the will on that subject it should be construed to refer to the death of a child before the death of the testator, and the words “before he or she shall have received” should be construed to mean before., he or she shall have been entitled to receive, which would be in the ordinary course of administration of the estate.

, There being’ nothing in the residuary clause itself to signify actual receipt, the gift would not be subject to the hazard of accident or delay caused by the willful or negligent conduct of the executrix. But on the other hand, as the text-writers from whom we have quoted say, if the testator has seen fit to so embarrass the gifts to his children as to subject the same to such hazard the beneficiary must submit to it.

In this case the testator had in mind his children and their mother, and whatever hazard he imposed on his children’s right to possession of the gift was confided to their mother. That is a fact to be borne in mind when we come to consider whether the testator intended to subject the rights of his children in any respect to the discretion of the executor. In a case where the executor is a stranger it might with greater force be said that it would be unreasonable to presume that a father intended to put the right of possession to the gifts to his children at the will or caprice of the executor than it would in a case where the discretion is confided to their own mother. There is much confidence expressed by the testator in his wife whom he makes sole executrix. Although she is given charge of the whole estate not only for purposes of ordinary administration, but also under directions to keep it together for an indefinite number of years and use the income as she might see fit, yet she is not to be required to give any bond, and in fact some of the rights conferred on her would seem to constitute her a trustee extending beyond the termination of the ordinary duties of an executor. She was directed to maintain a home for the children during their minority, all of whom were minors a,t the time the will was written, the youngest about three years old, and for this purpose the income of the whole estate was put at her disposal. That purpose was prominent in the mind of the testator; it is stated not only in a forepart of the will but is repeated in the concluding clause, wherein she is directed to keep the property invested so as to derive an income “fo,r the maintenance of a home and for the support of such children as are minors.” She was authorized to sell any part of the property “whenever in her opinion it may seem expedient to do so.” She was also authorized to hold the estate together and make only ‘ ‘ such advances to my said children at such times and in such amounts as in her opinion will be for their best interests.” And to sum it all up the testator said: “It is my desire that my said executrix shall have and- exercise the same discretion as to the time and manner of the distribution of my estate that I would have if living.” As to the son Clyde, whose widow the plaintiff is, there is a special devise of an eighty-acre tract of land to him, and a specific legacy of stock in the "Walker-Lanyon Oil Company. This devise and legacy were not given to Clyde in the residuary clause of the will, and are therefore not subject to the limitation imposed by that clause; the only connection between them and the residuary clause is that their value was to be deducted from his share of the residuum when, in the opinion of his mother, the time was propitious for him to receive such share. As to that devise and legacy the will provided that they were to be given to him when he arrived at the age of 21, but it expressly provided that after that “he shall receive no further part or share until in the opinion of my executrix the same should be given to him.”

Thus we see that when the testator said in the will “ should either of my children die without issue before he or she shall have received his or her share of my estate,” he had in mind not merely the possibility of one of them dying during his own lifetime, but also the period after his own death when it would be expedient in the opinion of his wife to' give to the children or either of them his or her share. Therefore although he did not say in totidem verbis should either of my children die before he or she shall have been put in actual possession of his or her share, then the remainder over, yet, in the light of all that he said elsewhere in the will on the subject, that is what he meant. That being the testator’s intention we are bound to give it effect, even if we should think it unjust or unreasonable, which we do not, because the testator was dealing with his own property and his own children and he had a right to dispose of the property as he pleased, and he pleased to keep it in the family, limit.ing the succession to his children and his grand-children.

We hold, therefore, that Clyde B. Lanyon had no interest that would descend to his widow or heirs at his death in that portion of his father’s estate then remaining in the hands of the executrix.

II. Counsel for appellant contend that Clyde B. Lanyon, under the will of his father, was seized, during his marriage to appellant, of (at least) a base or. determinable fee, and that such a fee,' created by will, is an estate of inheritance, whereof the widow is entitled to dower. In their reply brief the counsel give us an interesting and learned argument on that point. That question, however, is not in this case. If it was a determinable fee it determined on the death of the appellant’s husband, and the property does not belong to his estate, therefore it should not be included in the administratrix’s inventory. If a husband during coverture owns a fee simple title to land and sells the same, the wife not joining or otherwise relinquishing her dower, she is entitled to dower in the land at his death, but the land is not his at his death and is not listed in the inventory of the administrator. In such case the widow seeks her rights against the purchaser from her husband. And in such case all that she is entitled to is dower; the statute which authorizes her, when there is no child of the marriage, to elect one half the estate in lieu of dower, has no application in such case, because the property does not belong to the husband’s estate. If appellant is1 entitled to dower in the land in question her right thereto is in no manner affected by the judgment in this proceeding.

The judgment is affirmed.

All concur.