Brooks v. Brooks

86 S.W. 158, 187 Mo. 476, 1905 Mo. LEXIS 275
CourtSupreme Court of Missouri
DecidedMarch 15, 1905
StatusPublished
Cited by5 cases

This text of 86 S.W. 158 (Brooks v. Brooks) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brooks v. Brooks, 86 S.W. 158, 187 Mo. 476, 1905 Mo. LEXIS 275 (Mo. 1905).

Opinion

MARSHALL, J. —

This is a suit in equity to construe a will and a codicil thereto of James B. Brooks, who died in Howard county, Missouri, on the 13th of July, 1902. The plaintiffs are Thos. B. Brooks, the testamentary trustee under the will, and his wife, Mary Brooks, and their children, beneficiaries under the will. And the defendants are Phillip O. Brooks, executor of [482]*482the will, and' Irene Scott, and her husband, said Irene being a half-sister of the testator, and the beneficiary named in the codicil to the will.

The case is here on a certificate of the judgment. The testimony is not preserved in the record and no evidence is contained in the abstract of the record. The question for adjudication arises on the face of the record proper.

The decree finds that James B. Brooks died, testate, leaving as his next of kin a full brother, Thos. B. Brooks; two half-brothers, one of whom is Phillip O. Brooks, said executor, and three half-sisters, one of whom is the said Irene Scott. The full brother is the husband of Mary Brooks, and the father of the six minor plaintiffs.

After stating the relationship of the parties to the testator, the petition states that said James B. Brooks left the following last will and testament:

“I, James B. Brooks, of Howard county, Missouri, of sound mind and disposing memory, do make and publish this my last will and testament.
“1. I will and direct that my funeral expenses and all my just debts be paid out of my estate by my executor, and that a suitable monument be erected to mark my grave.
“2. I will, devise and bequeath all the rest, residue and remainder of my estate, real and personal, of every description to my brother, Thomas B. Brooks, .in trust for the use of his wife, Mary Brooks, during her natural life, and at her death to all the children of said Thomas B. Brooks; said trustee shall have power to invest said estate in real estate for a home for said Mary Brooks and his said children, to her for life and at the termination of said life estate to said children. If any of said children shall have died, leaving children or descendants, such descendants shall take the share his or her father or mother would have taken if living. Said trustee shall also have power to [483]*483sell and convey any real estate purchased by him and put the proceeds to interest, securing the same by unencumbered real estate of at least double the amount or value loaned, said interest to be paid annually or to compound annually.
“3. Said trustee, instead of investing said estate, may put the same to interest on the terms above mentioned, being careful to have the same well secured and the interest properly paid when due so that said interest may be paid to said Mary Brooks promptly every year. If it turns out.that said interest shall not be sufficient for the support of the' said Mary and said children, said trustee shall have the right to pay over to said Mary such part of the principal as may be actually necessary, but I wish the estate hereby willed to be carefully managed so as to preserve it for the children of said Thomas B. Brooks.
“4. My executor shall have power to sell all my personal property at public or private sale for cash or on credit as he may consider best. He shall also have power to sell and convey all my real estate at public or private sale and to execute and deliver deeds of conveyance to the purchaser or purchasers thereof.
“5. In the event that my brother, Thomas B. Brooks, shall die, his wife surviving him, and her remarriage to another man, her life estate in the property above shall cease and she shall take in lien thereof a share equal to a share of a child of my said brother to hold absolutely in her own right.
“And so soon as it can be done after the death of my said brother Thomas, the circuit court of Howard county shall appoint a trustee in his place.
“I appoint my brother, Phillip O. Brooks, executor of this will and direct that no bond or security be required of him.
“Witness my hand and seal this 31st, day of December, 1901,” etc.

[484]*484■ The petition further states that after executing said will the testator made and executed the following codicil thereto:

“I, James B. Brooks, being of sound mind, do make this codicil to my last will and testament dated December 31, 1891, as follows:
“I give and bequeath to my sister, Irene Scott, a portion of my estate equal to the share of my brother Thomas B. Brooks’s wife and her children to be paid to her by my executor on final settlement of my estate. That is to say, should the wife of my brother, T. B. Brooks, take a child’s part, then my sister, Irene Scott, shall take a child’s part.
“In testimony whereof I have hereunto set my hand and the seal this 13th day of November, A. D. 1895,” etc.

The petition further states that said Irene Scott claims one-half of the whole estate after the payment of the debts, and that the executor is threatening to pay said one-half to said Irene Scott, and that the plaintiffs have no adequate remedy at law, and hence invoke the aid of a court of equity.

The petition further states that said Irene can have no interest in said property under said will and codicil except upon one or the other of the following interpretations thereof, to-wit:

“First, that the testator intended by said codicil that the said Irene Scott should take a portion of his estate equal to the share that Mary Brooks, the wife of Thomas B. Brooks, would take upon the contingency that she, the said Mary Brooks, should survive her said husband and remarry after his death, and further that the said Irene Scott should take no interest whatever in the testator’s estate unless the said Mary Brooks should both survive her husband, Thomas B. Brooks, and remarry after his death.
“Or, second, that the testator intended by said codicil that the said Irene Scott should take a portion [485]*485of Ms estate equal to the share that a child of Thomas B. Brooks would take, considering and estimating the said Mary Brooks as also taking a child’s part.”

The petition further states that if said codicil was not intended to convey one or the other of the meanings set forth in said two interpretations, then said codicil is so vague, ambiguous, inconsistent and contradictory that it is void and ineffective and wholly inadequate and insufficient to express any intention of the testator or to serve as words of conveyance and should be held for naught.

The prayer of the petition is that the court interpret the will and direct the trustee and the executor as to the proper disposition of the estate.

The defendants answered separately, but their answers are practically the same. They claim that the said Irene Scott is entitled to an undivided one-half of the whole estate after the payment of the debts thereof, under the terms of the codicil, and deny that the interpretations proposed by the plaintiffs are correct.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Loud v. St. Louis Union Trust Co.
249 S.W. 629 (Supreme Court of Missouri, 1923)
Cook v. Higgins
235 S.W. 807 (Supreme Court of Missouri, 1921)
Guthrie v. Crews
229 S.W. 182 (Supreme Court of Missouri, 1921)
Gannon v. Pauk
98 S.W. 471 (Supreme Court of Missouri, 1906)
Grace v. Perry
95 S.W. 875 (Supreme Court of Missouri, 1906)

Cite This Page — Counsel Stack

Bluebook (online)
86 S.W. 158, 187 Mo. 476, 1905 Mo. LEXIS 275, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brooks-v-brooks-mo-1905.