Alden v. LEWIS, EXR.

182 So. 2d 600, 254 Miss. 704, 1966 Miss. LEXIS 1569
CourtMississippi Supreme Court
DecidedFebruary 7, 1966
Docket43761
StatusPublished
Cited by3 cases

This text of 182 So. 2d 600 (Alden v. LEWIS, EXR.) is published on Counsel Stack Legal Research, covering Mississippi Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Alden v. LEWIS, EXR., 182 So. 2d 600, 254 Miss. 704, 1966 Miss. LEXIS 1569 (Mich. 1966).

Opinion

*709 Ethridge, C. J.

This case involves the principal question of whether the provisions of a will, dedicating funds to enlarge and *710 assist in maintaining an art and historical museum, established a valid charitable trust. The Chancery Court of Lafayette County held that it did, and we affirm that decree.

I.

Miss Kate A. Skipwith, a resident of Oxford, executed her will on December 18, 1957, and on May 29, 1958 she made a codicil. She died on May 9, 1961, having never married. Mrs. Mary Adair Alden, a niece of the half-blood, contested probate of the will, on the grounds of undue influence and mental incapacity. The chancery court’s decree finding for proponents and admitting the will to probate was affirmed by this Court. Alden v. Lewis, 248 Miss. 663, 160 So. 2d 181 (1964). Mrs. Alden also sought to appeal from a decree of January 17, 1963, instructing the executor to pay all general legacies except that of Mrs. Alden, who had not filed an acceptance. That interlocutory appeal was dismissed. 248 Miss. at 671, 160 So. 2d at 183.

In order to understand the trust created by Miss Skipwith’s will, it is necessary to review earlier events leading to the creation of the Mary Buie Museum in Oxford. The land in question, upon which the Museum is situated, is a small lot included in five-acre lot 57 of the City of Oxford. It was devised by Miss Skipwith’s brother John to her in 1915, along with a considerable amount of other property and securities. At the time of the death of Miss Skipworth’s sister, Mrs. M. C. Buie, Miss Skipwith owned the land.

Mrs. Buie died in 1937, leaving a will which she executed in 1936. The validity of this will is not in issue, but its terms are relevant to an understanding of the Skipwith trust. Mrs. Buie’s will made certain bequests, and stated

. . . the income from any and every source to me, I give to My sister Kate for her to spend in helping the sick both black and white — of course, if Kate *711 needs any of this for her living expenses, she is to nse it.
Before her death, I want her to plan a strong brick room on lot east, called pasture now to be given to Oxford as a beginning for a museum — Anything of mine of any value to be put there. Would suggest Will Lewis and David Neilson to attend to and look into this. As the stocks and bonds I leave and all interest in Ark. are to be put in this museum after Kate is done with it all.

Miss Kate Skipwith, administratrix of Mrs. Buie’s estate, filed a petition for construction of the will, and made defendants the heirs at law of Mrs. Buie, including Miss Mary Adair Skipwith, who is now Mrs. Alden, and who was a small legatee. She executed a waiver of service of process and consent to hearing in vacation on the petition for construction. On April 1, 1938, the chancellor entered a decree construing Mrs. Buie’s will, summarized in this way:

The dominant purpose was to create and establish a museum for the City of Oxford. The terms were too indefinite to constitute a trust, but were merely precatory words, and there were no restrictions upon the right of Miss Skipwith to use the property during her lifetime as she may see fit. She had a life interest with unlimited power to use the property, but the City of Oxford took a remainder interest in any property which would be left after Miss Skipwith’s death. The devise of real estate to the city was valid, not violative of the mortmain statutes and state constitution, and the gifts came within the municipal powers of the City of Oxford “for educational purposes and for general welfare.” The chancellor held that Miss Skipwith was required to plan the museum before her death, “but is not required to have it constructed before her death.” However, it was incumbent upon her to execute to the city a deed conveying to it all of her interest in the pasture lot east of her *712 then residence, being “lot east, called pasture now,” since Miss Skipwith had elected to take under the will. There was no appeal from this decree, rendered twenty-six years ago.

After the death of her sister and the 1938 decree construing Mrs. Buie’s will, Miss Skipwith proceeded to have the Mary Buie Museum building constructed upon “lot east, called pasture now.” On August 24, 1939, she executed, individually and as administratrix with will annexed, a deed to the City of Oxford. A significant fact about this deed is that the title to “lot east, called pasture now” was conveyed to the city by Miss Skipwith individually, since she had been owning this property since she received it in 1915 through her brother’s will. The lot upon which the Museum was situated did not come through the estate of Mrs. Buie. This deed recited the provisions of the Buie will; that she desired to execute a deed to the city to construct a museum; that other bequests and devises in Mrs. Buie’s will came within the municipal powers, for “educational purposes and general welfare ’ ’; and that the grantor desired to convey the lot, “together with a museum erected thereon.” Hence the granting clause conveyed to the city the described property (as well as other properties), “together with the improvements thereon, and being the lot upon which the said museum is located. . . this museum being known as the Mary C. Buie Museum.” The last sentence of the deed stated: “The conveyance of the pasture lot above referred to is made with the understanding that its use by the said City of Oxford is subject to the provisions of the will of Mrs. M. C. Buie, deceased, above referred to.

In short, it is manifest that this 1939 deed from Miss Skipwith to the City of Oxford conveyed her fee title to “lot east, called pasture now, ’ ’ upon which the Museum was then situated; and that it was made in trust to Oxford for the benefit of the citizens and the general *713 public. On the same date, the Museum was opened to the public. To this date it has continued to be operated by the city as the Mary C. Buie Museum.

About a year and a half before Miss Skipwith’s deed to Oxford, the Mississippi Leglislature enacted Chapter 592, Local and Private Laws of 1938. Miss. Local & Private Laws 1938, Ch. 592 (S.B. 279, effective Feb. 21, 1938). This statute (quoted on a footnote 1 ) authorized the City of Oxford (1) to acquire and hold property devised under the will of Mrs. Buie for “an art museum,” and (2) to have the museum constructed and maintained. It was constructed before the city received it.

The Museum land did not come to Oxford directly through the will of Mrs. Buie. Miss Sldpwith owned and deeded it directly. However, in an indirect sense the Museum property was affected by Mrs. Buie’s will, since the chancery court construed it to mean that in order for Miss Sldpwith to take under her sister’s will, she was obligated to convey to Oxford the Museum site. Nevertheless, the fact is that Miss Sldpwith owned this property and conveyed it individually, not as administratrix.

The Mary C.

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Cite This Page — Counsel Stack

Bluebook (online)
182 So. 2d 600, 254 Miss. 704, 1966 Miss. LEXIS 1569, Counsel Stack Legal Research, https://law.counselstack.com/opinion/alden-v-lewis-exr-miss-1966.