Lead Opinion
This appeal is by the heirs at law of Joseph B. Bloomer, deceased, from the judgment of the trial court that they were not entitled to the proceeds of his estate. The appeal was originally taken to the court of appeals, western district, which affirmed the judgment, but the case was transferred to this court upon application of appellants. We consider the case as though here on original appeal. Mo.Const. art. V, § 10. Portions of the court of appeals opinion will be incorporated in this opinion without the use of quotation marks.
This appeal involves the application to the facts of this case of the provisions of § 474.420, RSMo 1978
“If after making a will the testator is divorced, all provisions in the will in favor of the testator’s spouse so divorced are thereby revoked but the effect of the revocation shall be the same as if the divorced spouse had died at the time of the divorce. With this exception, no written will, nor any part thereof, can be revoked by any change in the circumstances or condition of the testator.”
The facts are stipulated. The essential facts are these: On September 8, 1952, while a resident of Collinsville, Illinois, Joseph B. Bloomer made and executed his last will and testament in which he devised and bequeathed to “Mrs. Ruth Hays, Yarrow, Adair County, Missouri”, all of his property. On April 19, 1954 he married Ruth Hays (now Ruth Hays Capps). On September 22, 1954, Mr. and Mrs. Bloomer entered into a property settlement and on November 12, 1954, they were divorced. Thereafter she remarried and became Mrs. Capps.
Mr. Bloomer died on October 27, 1969. His estate has been the subject of legal dispute since 1970. See Matter of Estate of Bloomer,
The question presented in this case is a narrow one. Joseph Bloomer made respondent, Ruth Hays Capps, a beneficiary in his will prior to their marriage. They were then married and divorced. Does § 474.420 serve to revoke the provisions in the will in her favor? We conclude yes. We do so by application of the straightforward words of the statute. The legislature decided that a divorce should wipe the slate clean as to the divorced spouse, without the testator having to go to the time and expense of making a new will. We can be sure that in almost every instance a divorced person does not desire a bequest to the former spouse to remain in effect. The legislature realized this, too, and wrote the statute to accomplish what was perceived to be the desired outcome in most divorces.
“If the language used is plain and unambiguous, there is no reason for any construction .... ” United Air Lines, Inc. v. State Tax Commission,
Although the court of appeals opinion relied on Women’s Christian Association v. Brown,
Applying the above principles, we find that the language of the statute is plain and unambiguous and, therefore, requires no construction, liberal or otherwise. The statute provides that if after making a will the testator is divorced (that happened here — after Mr. Bloomer made the will on September 8, 1952, he was divorced on November 12, 1954), “all provisions in the will in favor of the testator’s spouse are thereby revoked.” The “testator’s spouse so divorced” was Mrs. Bloomer (now Mrs. Capps). The fact that she was not his spouse when the will was made does not alter the fact that the provisions in the will under which she seeks to take were provisions in her favor and she was “the testator’s spouse so divorced”, the divorced spouse who was considered to have “died at the time of the divorce.” By virtue of the statute, all provisions in Joseph Bloomer’s will in favor of respondent were revoked by operation of law, § 474.420.
Chief Justice Donnelly’s dissent cites the catchy language in Charlton v. Miller,
We reverse and remand for proceedings not inconsistent with this opinion.
Notes
. Unless otherwise indicated, all statutory citations are to RSMo 1978. Section 474.420 was first enacted in its present form in 1955 (Laws of Mo.1955, p. 385, § 271) and has remained unchanged.
Dissenting Opinion
dissenting.
I respectfully dissent.
My view of the proper construction of § 474.420, RSMo 1978, coincides with that of Judge Stockard who wrote an opinion in this case in Division Two before it was transferred to the Court en banc pursuant to Mo.Const. Art. V, § 9. What follows, without quotation marks, is a substantial portion of that opinion.
The first consideration is how § 474.420 should be construed with respect to the issue of whether, by its terms, it revoked the bequest to respondent in deceased’s will. Certainly § 474.420 is in derogation of the common law because the common law did not regard divorce as such a changed circumstance from which revocation of a will could be implied. See 2 Page on Wills (Bowe-Parker Revision, 1960), § 21.101, p. 523. Such was not the case where a testator married and then had issue of the marriage. A revocation of a will was then effected under the common law, which was codified in this State by former § 468.250, RSMo 1949 (repealed, Laws 1955, p. 385 § A). The only change of circumstance which now revokes a will is that of a divorce as provided in § 474.420. Our first obligation is to determine whether that statute should be strictly construed.
Section 1.010, RSMo 1978, after adopting the common law and statutes and acts of parliament of England, provides by an amendment adopted in 1917 (Laws of Missouri 1917, p. 324), that “ * * * no act of the general assembly or law of this state shall be held to be invalid, or limited in its scope or effect by the courts of this state, for the reason that it is in derogation of, or in conflict with, the common law, or with such statutes or acts of parliament; but all acts of the general assembly, or laws, shall be liberally construed, so as to effectuate the true intent and meaning thereof.” Although there are cases since the enactment of the amendment to § 1.010 which announce that statutes in derogation of the common law are to be strictly construed, for example, Young Women’s Christian Ass’n v. LaPresto,
A strict construction of § 474.420 would require that it be applied indiscriminately to all cases where there was a divorce, and that a provision for the divorced spouse would be revoked by operation of law regardless of the status of the parties at the time the will was made. The statute speaks of a revocation of all provisions in the will in favor of the testator’s spouse so divorced, and the fair intendment must be that the revocation be limited to one who was a spouse at the time the will was made. That was the situation in Rookstool v. Neaf,
The above conclusion is supported by cases from Ohio where, by reason of a statute allowing revocation because of “changed circumstances,” the court has by decision adopted the view that provisions of a will for a former wife are impliedly revoked by a divorce, but only where there is a property settlement in connection with the divorce. See Younker v. Johnson,
“Had the testator died before the marriage contemplated, the right of the plaintiff to the bequest can not be doubted, for the marriage was not a condition precedent to the legacy. Nor is the case different if, after marriage, she ceases to be his wife, for the legacy is not conditioned upon her survivorship as his widow. If, then, her right to the legacy does not depend upon the marriage, it can not be lost by the divorce, for she can lose no more by the divorce than she gained by the marriage.”
The second case is Codner v. Caldwell,
“[MJoreover, Ada DeVinney lived for about five months after the property settlement and divorce, and during that time she did not destroy her will and codicils previously made or execute a new will disposing of her property in a different manner. She was an unmarried woman when she executed the second codicil to her will and died an unmarried woman without having altered it in any way. In such a setting it seems to us that the intention of testatrix to revoke the testamentary disposition of her property previously made is not so plainly exhibited as to warrant the conclusion that there was an implied revocation as a matter of law.”101 N.E.2d at 905 .
A reasonable construction of § 474.420 is that it is intended to apply only to the revocation of a will made during a marriage, and we consider this construction to be buttressed by the reasoning of the Ohio cases, supra. In this case, the divorce merely restored the status quo of being single persons enjoyed by the parties at the time the will was made, and the divorce should not affect the bequest of the will made prior to the marriage, that bequest otherwise being valid. Had the legislature intended that a will, made at any time prior to the testator being divorced, would be revoked by a divorce, it could have said so.
I would affirm the judgment.
