Beauchamp v. Beauchamp

574 So. 2d 18, 1990 WL 257371
CourtMississippi Supreme Court
DecidedDecember 27, 1990
Docket89-CA-0513
StatusPublished
Cited by2 cases

This text of 574 So. 2d 18 (Beauchamp v. Beauchamp) 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
Beauchamp v. Beauchamp, 574 So. 2d 18, 1990 WL 257371 (Mich. 1990).

Opinion

574 So.2d 18 (1990)

Iona BEAUCHAMP
v.
Albert BEAUCHAMP and Velma Beauchamp; Curtis Beauchamp, Frederick Beauchamp, Katie M. Bickhem, Marie B. Crump, Bessie L. Evans, Mary Beauchamp, Minnie Lee Beauchamp, Amie Lee Beauchamp, Louis S. Beauchamp.

No. 89-CA-0513.

Supreme Court of Mississippi.

December 27, 1990.

James A. Lowe, III, Watkins & Eager, R. Brad Sessums, Young, Scanlon & Sessums, Jackson, for appellant.

*19 Jack G. Moss, G. Robert Ferguson, Jr., Raymond, for appellees.

EN BANC

PITTMAN, Justice, for the Court.

Iona Beauchamp filed suit against Albert and Velma Beauchamp, et al., alleging that the restraint upon alienation of property contained in her grandfather's will should be removed and requesting a public sale of the real property. After answer by the appellees, appellant Beauchamp moved for partial summary judgment in this matter which was granted in part and denied in part by the trial judge. Upon the ruling of the lower court, Iona Beauchamp appealed to this Court.

The facts in this case are simple. George Beauchamp was the owner of approximately one hundred and twenty (120) acres of farmland situated in the Second Judicial District of Hinds County, Mississippi. Mr. Beauchamp died testate on November 12, 1959, being domiciled at that time in Milwaukee, Wisconsin. Decedent Beauchamp was survived by ten (10) children and the descendants of two (2) children who predeceased him.

According to Louis Beauchamp, George Beauchamp's son, before his father passed away, he expressed a desire to keep the Hinds County property in the family. To this end, George Beauchamp executed a will on May 28, 1959, that contained the following provisions:

SECOND. All my property, wherever located and of whatever nature, I give, devise and bequeath to my children in equal shares, the children of any predeceased child to take his parent's share by right of representation.
FOURTH. The realty which I presently own, and which is farm acreage in Raymond, Mississippi, shall not be sold, assigned or transferred during the continuance of the life or lives of my children, or the child or children of any deceased child, and for thirty (30) years thereafter during the life or lives of my children, or the child or children of any deceased child now in being.

The above will was probated in the Chancery Court of Hinds County, Second Judicial District, on July 1, 1974. The estate of George Beauchamp was closed by order dated February 12, 1985.

On March 18, 1988, appellant Iona Beauchamp filed suit against appellees Albert and Velma Beauchamp, et al. This action was for removal of the will's restraint against alienation and also for a public sale of the Hinds County property. The complaint above was answered by the appellees and thereafter a Motion for Partial Summary Judgment was filed by Iona Beauchamp. In her Motion, appellant argued that: (1) the restraint against alienation contained in George Beauchamp's will was void under Miss. Code Ann. § 89-1-15 (1972); and (2) that the law of decedent's domicile, Wisconsin, should be applied to construe his will. Appellees opposed this Motion for Partial Summary Judgment alleging that even if the provision contained in the will of George Beauchamp violated § 89-1-15, that under the doctrine of equitable approximation, the restraint should not be declared void but amended so that it would not exceed the lifetime of the last child or child of any deceased child of the testator.

Upon considering the above arguments of the parties, the lower court found that the restraint against alienation did violate § 89-1-15 (1972), but that the doctrine of equitable approximation should be applied to give effect to the intent of the testator to the extent permitted by law. The Chancellor specifically held, "that the realty owned by the decedent, which is farm acreage in this jurisdiction, cannot be sold, assigned, or transferred during the life of any of decedent's children or any child or any of the children of any deceased child who predeceased the testator." From this ruling, appellant now appeals to this Court assigning as error:

IN MAKING ITS DETERMINATION OF DECEDENT'S INTENTIONS CONCERNING THE DISPOSITION OF REAL PROPERTY LOCATED IN MISSISSIPPI, THE CHANCERY COURT ERRED BY FAILING TO CONSTRUE THE PROVISIONS OF DECEDENT'S *20 WILL ACCORDING TO THE LAW OF DECEDENT'S DOMICILE.

Appellant maintains that when the trial court applied the law of Mississippi to the will of George Beauchamp, that it failed to apply the settled rule of law that a person's will is to be construed according to the law of the person's domicile. To determine the validity of appellant's argument, we must first analyze the actions of the court below.

In this action, the trial court ruled that the will of George Beauchamp contained a restraint upon alienation that violated Mississippi Code Ann. § 89-1-15 (1972). Upon this finding, the lower court amended the restriction contained in decedent's will by applying the doctrine of equitable approximation. Under that doctrine, a court will give effect to the intentions expressed in a testator's will to the extent permitted by the laws of a state. This finding, by the lower court, was a determination that the laws of this state are applicable to construe a will probated in Mississippi. This ruling, however, was erroneous in light of our decisions concerning the law to apply when construing a non-resident's will.

This court has consistently held that the law of the person's domicile is to be used when construing the provisions of a testator's will, unless it is clear from the instrument itself that the testator intended that the laws of another jurisdiction should control. Accord Ball v. Phelan, 94 Miss. 293, 49 So. 956 (Miss. 1909); Palmer v. Crews, 203 Miss. 806, 818, 35 So.2d 430, 434 (Miss. 1948); Martin v. Eslick, 229 Miss. 234, 252, 90 So.2d 635, 641 (Miss. 1956), judgment corrected, 229 Miss. 234, 92 So.2d 244 (Miss. 1957).

In Ball v. Phelan, a Tennessee domiciliary died the owner of land situated in Mississippi. When decedent's will was probated in Tunica County, the court looked to the law of the decedent's domicile to resolve the will dispute. This Court stated:

... if he [the testator] has used in his will certain technical terms to which the courts of his domicile have attached a crystallized and settled judicial meaning which has become a rule of property in that state, then such will, wherever it comes under construction in other states, will have the same meaning given those technical words which the courts of his domicile gave them.

Ball v. Phelan, 94 Miss. at 341, 49 So. at 967. Under the above enumeration, this Court, in Ball, conducted a review of the laws of the State of Tennessee in resolving the dispute over the decedent's will. In taking that action, we necessarily applied the law of decedent's domicile.

After Ball v. Phelan, this Court next addressed the issue at bar in the 1948 case of Palmer v. Crews. In Palmer, we were presented with a will, executed by a Texas domiciliary, that disposed of mineral interests in Pike County, Mississippi. The Court, in that case, looked to the law of the State of Texas to construe the provisions in question in decedent's will. In determining which law to apply, we stated:

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Related

Stanley v. Cromwell
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Bluebook (online)
574 So. 2d 18, 1990 WL 257371, Counsel Stack Legal Research, https://law.counselstack.com/opinion/beauchamp-v-beauchamp-miss-1990.