Albright v. Albright

901 S.W.2d 144, 1995 Mo. App. LEXIS 735, 1995 WL 156002
CourtMissouri Court of Appeals
DecidedApril 11, 1995
DocketNo. WD 49693
StatusPublished

This text of 901 S.W.2d 144 (Albright v. Albright) is published on Counsel Stack Legal Research, covering Missouri Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Albright v. Albright, 901 S.W.2d 144, 1995 Mo. App. LEXIS 735, 1995 WL 156002 (Mo. Ct. App. 1995).

Opinion

KENNEDY, Presiding Judge.

This is a will contest, section 473.083, RSMo 1994, which seeks to set aside the will of Elmer Adolph Albright as totally inoperative. The contestants’ argument is that the will was conditional, and that the condition failed. The argument, if accepted, would leave the decedent intestate.

A will is inoperative if it was intended by the testator to be effective only upon the happening of a condition, and the condition did not happen. Naylor v. Koeppe, 686 S.W.2d 47, 49 (Mo.App.1985). The issue in the case is not the construction of the dispos-itive provisions of the will. The issue — to be determined from the language of the will if unambiguous, Helmer v. Voss, 646 S.W.2d 738, 741 (Mo. banc 1983) — is whether the will is to come into operation at all. 94 C.J.S. Wills § 152, pp. 938-939 (1956). Also to be distinguished from the present case are those cases where certain provisions of the will, as distinguished from the will itself, are held to be conditional. Id. at 940.

Elmer Adolph Albright died December 23, 1991. He had been married twice. By his first marriage, he had three children, who are the contestants here. If their father’s will is set aside, they will share in his intestate estate.

By his second marriage, decedent had one child, Joseph Elmer Albright. Decedent made his will January 30, 1981. At that time, he was married to his second wife, Charlotte, who was Joseph Elmer’s mother. Joseph Elmer was recited in the will to be 12 years old.

Decedent and Charlotte were divorced March 4, 1985. Decedent died on December 23, 1991. His will was duly admitted to probate in Boone County.

[145]*145The mil directed the payment of debts and expenses, then made the following disposition of the estate:

II.
I hereby give and bequeath the residue of my estate to my wife, Charlotte Louise Albright, absolute and in fee simple to do with as she sees fit.
III.
In the event my wife, Charlotte Louise Albright, predeceases me, or dies with me in a common disaster, then in that event I give and bequeath all of the residue of my property to my son, Joseph Elmer Al-bright, said property to be held, managed and disbursed by the legal guardian for Joseph Elmer Albright, and to be handled according to the laws of the state of Missouri regarding guardianships at the time of my death.
IV.
In the event my son, Joseph Elmer Al-bright, is orphaned, I direct that Cherie Lynn Karl be appointed the guardian of the estate and of the person of Joseph Elmer Albright. Of all persons available, it is my judgment that Cherie Lynn Karl is best suited and qualified to handle and be entrusted with the person and estate of Joseph Elmer Albright, my son now age twelve.

When decedent and Charlotte were divorced in 1985, Article II became inoperative; Charlotte is to be treated as if she predeceased the testator. Section 474.420, RSMo 1994. This leaves Article III as the disposi-tive provision in the will.

The kernel of respondents’ position is thus stated in their brief:

Elmer Adolph Albright simply did not make and did not intend to make any provision by his will for the devise of any of his estate after Joseph Elmer Albright reached the age of majority [beyond which time he would no longer have or need a legal guardian]. Presumably Elmer knew the statutory provisions for intestate succession and was content for distribution to all his heirs in accordance therewith if his conditional will was inoperative.

Helmer v. Voss, 646 S.W.2d 738 (Mo. banc 1983), says at page 742: “It is perfectly possible to execute a will which has no effect at all unless a specified condition is performed or occurs. If such a condition is expressed, it will be enforced. Unless the language is compelling, however, courts hesitate to construe language of purpose or occasion for making a will as establishing a condition precedent to the very effectiveness of the will. Courts, furthermore, are disposed to adopt any reasonable construction which will avoid intestacy.”

There is no express language in this will which makes it conditional. In fact, the testator declares in the opening paragraph, that “I ... declare and publish this to be my Last Will and Testament, hereby revoking any and all wills and codicils heretofore made by me.” See Howard v. McCulley, 686 S.W.2d 650, 652 (Tex.App. 5 Dist.1985).

Even if one could say, as respondents argue, that the devise in favor of Joseph Elmer Albright was conditional upon his being an orphaned minor at the time of testator’s death, that would not necessarily make the will itself conditional. If that were held to be its meaning, the property would go by intestate succession, but the other provisions of the will would still be effective. See Heyward, 686 S.W.2d at 651; Helmer, 646 S.W.2d at 743. Such a case was Naylor v. Koeppe, 686 S.W.2d 47 (Mo.App.E.D.1985), a case calling for the construction of a will, and not a will contest, where a decedent made a conditional disposition of his estate. The condition failed, and the conditional devises were held inoperative. The decedent was held to have died intestate with reference to his property, but the probate court was directed to dispose of the estate “in accordance with the provision of the will relating to the payment of debts and funeral expenses and the statutes relating to descent and distribution of property as to which a decedent dies intestate.” Id. at 50.

We do not mean to intimate that the decedent in this case died intestate as to his [146]*146estate; we hold in fact, infra, the devise to Joseph Elmer Albright was absolute and unconditional. We merely point out that, even if contestants’ construction were accepted, the will would still be entitled to probate as decedent’s will. There is a presumption, not only in will contests, but in cases for will construction, that decedent did not intend to die intestate as to his property. Shaw v. Wertz, 369 S.W.2d 215, 219 (Mo.1963).

“The contestants, to succeed, must demonstrate that the will as written was of absolutely no effect because it was subject to an express condition which did not occur. If the will has any effect at all it may not be set aside in this will contest action, in which the competency of the testators and the due execution is not challenged.” Helmer, 646 S.W.2d at 741. This will provides for the appointment of a personal representative, who is authorized by the will to serve without bond. There are elaborate provisions for broad powers of the personal representative, and directions for the non-apportionment of estate and inheritance taxes. The will may not be set aside in a will contest proceeding.

The appeal could be disposed of by our holding, as above, that the will itself was unconditional.

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Related

Shaw v. Wertz
369 S.W.2d 215 (Supreme Court of Missouri, 1963)
Breckner v. Prestwood
600 S.W.2d 52 (Missouri Court of Appeals, 1980)
Lutheran Altenheim Soc. of Missouri v. Younghouse
275 S.W.2d 361 (Supreme Court of Missouri, 1955)
Helmer v. Voss
646 S.W.2d 738 (Supreme Court of Missouri, 1983)
Estate of Naylor v. Koeppe
686 S.W.2d 47 (Missouri Court of Appeals, 1985)
Howard v. McCulley
686 S.W.2d 650 (Court of Appeals of Texas, 1985)

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Bluebook (online)
901 S.W.2d 144, 1995 Mo. App. LEXIS 735, 1995 WL 156002, Counsel Stack Legal Research, https://law.counselstack.com/opinion/albright-v-albright-moctapp-1995.