Lilly v. Menke

143 Mo. 137 | Mo. | 1898

Q-antt, C. J.

This is the second appeal in this cause. The first is reported in Lilly v. Menke, 126 Mo. 190.

The subject-matter has been litigated since 1880. Its first appearance in this court was in the suit of the incorporated Catholic Church of Lexington, Missouri, v. Catherine Tobbein et al., to establish the will of Ilett Tobbein, 82 Mo. 418. It was held that the plaintiff therein had no property rights in the estate devised by said Tobbein and that the judgment should be reversed without remanding. Thereafter the plaintiffs as trustees of the unincorporated church of the Immaculate Conception for themselves and the other members of said church, renewed said suit and obtained a judgment establishing said will, and that judgment was affirmed in this court in Lilly v. Tobbein, 103 Mo. 477. The will established, plaintiffs commenced this suit in July, 1890, in the circuit court of Caldwell county for the partition of the estate of Ilett Tobbein in accordance with the provisions of his said will, and averred that by said will he devised and bequeathed one half of his estate to said unincorporated Catholic church at Lexington and that said church was entitled to one half of said estate. The defendant Maria T. Menke and her husband and their co-defendants entered their appearance and filed an answer aüd denied that the church was entitled to one half, but alleged that Mrs. 'Tobbein, to whom the testator had given only a life estate in all of his property, had renounced, said will and elected to be endowed absolutely of one half of said estate and thereby became seized of said half and had afterward executed her last will devising her estate to Elizabeth Smith, Agnes and William A. Polking and Maria T. Menke and appointed Chas. T. Menke her executor, and afterward on July 14, 1887, had died, and her said will had been duly probated, and by reason of the renunciation and election of Mrs. Tobbein only one half of the estate of Ilett was subject to the provisions of his will and accordingly the church was entitled to one fourth only and his other devisees one fourth, and Mrs. Tobbein’s devisees the one half which she took by her election. A change of venue was then granted to Livingston county and in the circuit court of that county plaintiffs filed a second amended petition setting out the will in haec verla, its probate, and then made the following averment: “Plaintiffs state that on the-day of ■-,1879, and within one year after the last will of Ilett Tobbein was offered for probate, the said Catherine Tobbein, deceased, filed in (the office of the probate court of said Caldwell county a declaration of her election to renounce the provisions of said last will and testament of said Ilett Tobbein, wherein she elected to take one half of all the real and personal estate belonging to said Ilett Tobbein absolutely, which renunciation and declaration was duly filed and legally executed by the said Catherine Tobbein, and she, the said Catherine Tobbein, became the owner in fee of one half of the real estate described aforesaid,” and then proceeded to allege the making of a will by said Catherine and set it out also at length, and further averred that Maria T. Menke, by virtue of the renunciation and election of Catherine Tobbein and by her last will and testament, had become seized of and entitled to one half of said estate, charged with the legacies in said will provided. A decree of partition was rendered which adjudged Mrs. Menke was entitled to one half in fee, and ordered it set apart to her, but charged her with $2,580.89 for rents received and timber sold, and made it a lien on her half so decreed. From that decree an appeal was taken to this court, and the judgment was reversed and the cause remanded. Lilly et al. v. Menke et al., 126 Mo. 190.

After the cause had returned to the circuit court plaintiffs filed a third amended petition, omitting all allegations of waste, all reference to the final settlement of the administrator pendente lite, and all mention of the renunciation and election of Mrs. Tobbein. Thereupon the defendants repeated in their answer the allegations as to the renunciation and election of Mrs.Tobbein omitted by plaintiffs, averred her death, the probate of her will and their right to one half of the estate by virtue of said election and renunciation by Mrs. Tobbein and by her will, and also their right to one fourth under the will of Ilett Tobbein. Thereupon for the first time in the history of the litigation, plaintiffs by their reply denied that Mrs. Tobbein had made such election and renunciation, and denied that she became seized in fee of one half of said estate as plaintiffs had previously alleged. The circuit court reheard the cause and granted a decree of partition in accordance with the opinion of this Court in Berne, and plaintiffs appeal.

I. On the former appeal this court treated the averment of the plaintiffs in this case as conclusive that the widow of Ilett Tobbein had duly and legally renounced the provisions of his will made in her behalf and had become seized in her lifetime of an undivided one half of the lands of said estate in fee simple. Upon that averment, solemnly made, the circuit court had predicated its judgment and decreed one half of the estate to the devisees of Catherine Tobbein. Lilly v. Menke, 126 Mo. 190. Not only that, but we find that in all the previous litigation in the probate and circuit courts it was admitted that her election and renunciation were sufficient, and vested one half of said estate in her. Catholic Church v. Tobbein, 82 Mo. 418; Lilly v. Tobbein, 103 Mo. 477. Plaintiffs now, after all these years, seek to deny those allegations which they had so often and so explicitly made throughout this long drawn out litigation, upon which all the courts and all the parties have acted and the courts based their judgments.

Preliminary then to any discussion of the evidence tending to prove or disprove the sufficiency of such •election and renunciation, it is a matter of grave interest to determine how far the privilege of amendment is to be extended. The defendants earnestly and rightly insist that plaintiffs, having elected during all these years to assert that said election was in all respects valid and sufficient with full knowledge of all the facts, can not now be allowed to amend and deny, not only a solemn admission of record, but their own affirmative statement of its sufficiency without the slightest claim of mistake or inadvertence as to the facts. By its finding and judgment the trial court evidently was of opinion that it was too late for the plaintiffs to deny the truth of their own solemn averments.

It is intolerable to allow a party to assert a fact and maintain it at every step in a cause until the court draws some unfavorable conclusion from the fact thus conclusively established and then permit the same party, without any showing of inadvertence or mistake upon his part or any fraud on the part of his adversary contributing thereto, to deny his own assertion. To countenance this practice would be to encourage deceit and negligence. No court in the land has set its face more sternly against such practice than this court. In Bensieck v. Cook, 110 Mo. 173, it was said with unanimous approval that “courts of justice cannot be trifled with in this way. Parties litigant are not allowed to assume inconsistent positions in court; to play fast and loose; to blow hot and cold. Having elected to adopt a certain course of action, they will be confined to that course which they adopt.” Bigelow on Estoppel [5 Ed.], 673, 717; McClanahan v. West, 100 Mo. 309; Brown v. Bowen, 90 Mo. 184; Smiley v. Cockrell, 92 Mo. 105; Knoop v. Kelsey, 102 Mo. 291; Tower v. Moore, 52 Mo. 118; Chouteau v. Gibson, 76 Mo. 38; McGuire v. Nugent, 103 Mo. 161. The rule requiring consistency of action is not an arbitrary one, but is grounded upon the nature of courts of justice. “If,” says Bigelow in his work on Estoppel, p. 717, “parties in court were permitted to assume inconsistent positions in the trial of their causes, the usefulness of courts of justice would in most cases be paralyzed.” Certainly there can never'be an end of litigation, if every time a suitor is cast upon the grounds assumed by himself, he may avoid all the consequences thereof by flatly contradicting, without so much as an excuse for his conduct, all that he had alleged. In Herman on Estoppel, section 165, it is said: “A party who obtains or defeats a judgment by pleading or representing a thing or judgment in one aspect, is estopped from giving it another in a suit founded upon the same subject-matter.” In Hill’s Adm’r v. Huckabee’s Adm’r, 70 Ala. 183, the authorities are collected which fully sustain Herman’s statement of the principle. In Railroad v. Howard, 13 How. (U. S.) 337, Mr. JusticeCuetissaid: “Itdoes not carry the estoppel beyond what is strictly equitable, to hold that the representation which defeated one action on a point of form, should sustain another on a like point.” Caldwell v. Smith, 77 Ala. 157. In no case reported can there be found a more glaring inconsistency than is presented by the cause of plaintiffs in this case. No rule in appellate practice is more generally observed than that which declines to permit a question decided on one appeal to be reargued on a second appeal of the same cause. While there are exceptions to the rule they simply confirm its salutary character. In this case every fact now before the court was before us on the former appeal and we are invited now to overrule that decision by simply permitting the plaintiffs to deny the facts pleaded by themselves upon which that opinion is based, and this we decline to do. Plaintiffs .made their election with full knowledge of all the facts, and the courts and parties acted upon it and they must abide by it, and'for the purpose of this discussion said election was duly and legally made as asserted by plaintiffs on the former appeal.

II. Having determined that plaintiffs are estopped to deny Mrs. Tobbein’s election and renunciation, it follows that she became thereby seized in fee simple of one half of the real and personal estate of which Ilett Tobbein died seized and possessed, and her heirs and devisees derive their title to that portion of the lands to be partitioned through her will, and not through Ilett Tobbein. When Mrs. Tobbein made her election one half of her husband’s estate became hers absolutely, unaffected by his will. Her right of election was paramount to his right of disposition by will. The two statutes, the one of dower and the other of-wills, being in pari materia must be construed together and his right to devise his property be held to be restricted by the extent of her dower right and his will only operative upon that portion which he could devise, to-wit, that one half of his estate remaining after her election was duly made and filed, claiming one half, subject to his debts. What effect then did her election have upon the legacies and devises to his other devisees and legatees? When this cause was here before we held that the undivided one half remaining after election constituted, in the contemplation of the law, all of his estate subject to his disposition by will and of this remaining portion the Catholic Church of Lexington was entitled to one half and “the heirs and legal representatives of Catherine Tobbein,” one half, or in other words one fourth each .of the whole estate of which Ilett Tobbein died seized and possessed, and the devisees of Mrs. Tobbein to one half of the whole. Plaintiffs renew their contention that Mrs. Tobbein’s heirs and legal representatives take nothing by the will of Ilett Tobbein because they say her election absorbs, so to speak, the share which Ilett Tobbein intended for them and destroyed the particular estate upon which their remainder was based, and that at all events the Catholic Church must receive its full half whether they get any any portion or not. Having decided this point adversely to this contention in this same suit, between these same parties, according to the practice in this court, we might well decline to discuss it further, and we shall content ourselves with reiterating the propositions decided on the former appeal.

When Ilett Tobbein executed his last will the law presumes that he was advised that he had no power to destroy his wife’s dower rights without her consent, and we must hold that it was his intention to devise only that portion of his estate which was subject to his lawful disposition by will, that is to say, all of his estate subject to her dower rights. Her election left only half of the property of which he died siezed, but that remaining half was the lohole of the estate subject to his will. By his will he gave her a life estate in the whole and at her death to be divided into two equal shares, and gave the Catholic Church one half, and “Mrs. Tobbein’s heirs and representatives,” the other half. The claim of plaintiffs that Mrs. Tobbein’s election ought not to affect the half devised to the church is equally available to the other devisees. With equal justice they may insist that the act of Mrs. Tobbein should not deprive them of the portion devised to them by Ilett Tobbein. Most assuredly they can insist that Mrs. Tobbein’s election should not carve her half entirely out of the share devised to them by the testator.

Plaintiffs urge with great earnestness that the intention of Ilett Tobbein was to give the church one half subject to a life estate in his wife. So it was and his intention was equally clear to give the other half to her heirs and legal representatives upon the termination of her life or interest therein. The intention as to the one is no more definite than to the other and we can discover no evidence of a design to prefer one set of devisees over the other. Each was to receive one half subject to her life estate. But she had the legal right to reject this mere life estate and take a fee simple in half of his estate. While her election frustrates his purpose to the extent of the portion she elected to take in fee it did not destroy the whole scheme of his will, but it is the duty of the courts to effectuate his intention as far as possible consistent with legal principles. As neither of the devisees were, responsible for her choice, so neither is to be charged with her action, which neither the testator nor they could prevent, but her election did not deprive the legatees of all the testator was authorized to devise. Lilly v. Menke, 126 Mo. 190; 1 Redfield on Wills [3 Ed.], 429, notes 21 and 23; Logan v. Logan, 11 Col. 44; 17 Pac. Rep. 99; Marvin v. Ledwith, 111 Ill. 144; Allen v. Hannmn, 15 Kan. 625; In re Bawling’s Estate, 47 N. W. Rep. 992; In re Cunningham’s Estate, 20 Atl. Rep. 714.

We find no reason for changing the'views expressed when this cause was here before. The circuit court rendered its judgment in accordance with the opinion then expressed and its judgment is affirmed.

Sherwood, Burgess, Robinson and Brace, JJ., concur. Williams, J., not having heard this cause, takes no part in the decision.