Evans v. Volunteers of America

280 S.W.2d 1, 1955 Mo. LEXIS 629
CourtSupreme Court of Missouri
DecidedJune 13, 1955
Docket44431
StatusPublished
Cited by20 cases

This text of 280 S.W.2d 1 (Evans v. Volunteers of America) 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
Evans v. Volunteers of America, 280 S.W.2d 1, 1955 Mo. LEXIS 629 (Mo. 1955).

Opinion

HOLMAN, Commissioner.

Action by the executors under the will of Kitt Pitts Shobe for a declaratory judgment as to which of two charitable corporations, The Volunteers of America (appellant) or The Salvation Army, Inc. (respondent) is the legatee in item two and residuary devisee and legatee (item ten) in said will. The trial court decreed that the Salvation Army was the devisee and legatee, from which said decree The Volunteers of America has appealed. We have jurisdiction as title to real estate is involved and the amount in dispute exceeds the sum of $7,500. Article V, Section 3, Constitution of Missouri, 1945, V.A.M.S.

The will in question was prepared by a St. Louis attorney, and was duly executed *3 by Mrs. Shobe on June 28, 1949. The testatrix had resided for years at the Forest Park Hotel in St. Louis, Mo. She died February 26, 1950, and the will was admitted to probate shortly thereafter. In this suit we are particularly concerned with the following items of said will:

“Item Two: Disposition of Personal Effects. If at the time of my death LILLIAN WOODS ABBINGTON shall be in my service, I give and bequeath to said LILLIAN WOODS AB-BINGTON, all of my clothing, furs, automobiles, linens, silverware, with the exception of flat silver, furniture and furnishings, and such other personal property as she may select, which are not herein disposed of, and the remainder thereof unto the VOLUNTEERS OF AMERICA, commonly known as the Salvation Army, in St. Louis, Missouri, for distribution to the poor.”
“Item Ten: Disposal of Residue of Estate. All the rest, residue and remainder of my property, real, personal and mixed, of whatsoever kind and nature, and wheresoever situated, which I may own or have the right to dispose of at the date of my death, I hereby give, devise and bequeath to the VOLUNTEERS OF AMERICA, commonly known as the Salvation Army, located in St. Louis, Missouri, to be held by it in perpetuity for the use and benefit of the poor.
“It is my desire that the assets which may be delivered to the VOLUNTEERS OF AMERICA hereunder, together with any reinvestment of the proceeds thereof, be held by said VOLUNTEERS OF AMERICA, the Salvation Army, in a separate endowment funds’, the principal to be kept intact, and the income forever used for its charities.”

It is obvious that our task upon this appeal is to determine which of the organizations named in said items is, in fact, the devisee and legatee therein. In construing wills, the paramount rule, to which all others must yield, is that the intention of the testator governs unless it conflicts with some positive rule of law, and that intention is to be gathered from the will as a whole. Section 468.620 RSMo 1949, V.A.M.S.; Gannett v. Shepley, 351 Mo. 286, 172 S.W.2d 857. In the event the will is ambiguous, extrinsic evidence is admissible as to the circumstances surrounding the testator when the will was executed.

In the instant case the trial court, over the strenuous objection of the appellant, admitted and considered the following evidence : The scrivener testified that he prepared the will after being instructed by testatrix to follow a prior will which she had executed, making only such changes as she directed. Ten days before the will was executed he received a letter from Mrs. Shobe containing certain directions as to provisions she desired in the new will. This letter contained a provision for Lillian Woods Abbington for “$8,000.00 for purchase of a house — and at her death this house to be sold and the money derived therefrom to go to Salvation Army”; a provision for La Una Ricketts “to pay off the mortgage on her house — if paid then this is to be used for a down payment on another piece of property and at her death or her husband’s then was to go to Salvation Army”; a provision for Dorothy Cof-field to be used “for the down payment on a house and at her death this amt. (paid) to go to Salvation Army”; and a provision for “Cleo . • . for the down payment on a house and at her death this amount to go to Salvation Army.”

The scrivener testified that the words, “Volunteers of America, commonly known as the Salvation Army,” used in describing the legatee in items two and ten were copied from the prior will.

The respondent also presented the evidence of seven witnesses who were either former employees or other persons closely associated with testatrix, all of whom testified that she frequently mentioned the Salvation Army as a worthwhile organization and, with one exception, never mentioned the Volunteers of America.. She frequently indicated that the Salvation Army *4 was her favorite charity. Her physician, Dr. Gottlieb, said she mentioned the “Emergency Shelter on Rauschenbach Street,” the “Booth Hospital on Marine Avenue,” and the “Tree of Lights” at the Christmas season. All of these establishments and activities were shown to be those of the Salvation Army. One witness said testatrix mentioned the Volunteers of America but seemed to think it was a part of or associated with the Salvation Army.

Appellant called as a witness, Mr. Gould, the officer in charge of Volunteers of America in St. Louis, who, over objection, was permitted to testify that people frequently referred to the Volunteers of America as the Salvation Army.

It is the contention of appellant that the trial court erred in admitting and considering any extrinsic evidence because such is a violation of the rule that wills must be in writing and executed according to statute. It is urged that the will is not ambiguous. Appellant argues that the plain, grammatical meaning of the will is that the Volunteers of America is the legatee named and the phrase, “commonly known as The Salvation Army,” is merely parenthetical and descriptive and should be ignored as surplusage. Further, it is urged that if, for the purpose of argument, it is assumed that the will is ambiguous, then such ambiguity can be resolved from a consideration of the entire will alone.

We disagree with these contentions. It is our view that the will contains a latent ambiguity as to the legatee named in the items now brought into question. The uncertainty does not become apparent until it is shown that the Volunteers of America and the Salvation Army are two separate, independent, charitable corporations and not one organization known by the two names. No one simply reading the will could know which was intended to be the object of testatrix’ bounty. The fact that Volunteers of America is written first and in capital letters might indicate that it was the legatee intended. Such might also be suggested by the fact that the second use of the name, Volunteers of America, in item ten is not followed by the phrase, “commonly known as the Salvation Army.” On the other hand, the wording in the last use of the phrase in item ten, “VOLUNTEERS OF AMERICA, the Salvation Army,” would indicate that testatrix considered that the Volunteers of America was, in fact, the Salvation Army. Moreover, it would seem clear that she intended to make the bequest to an organization known as the Salvation Army. While there is some evidence that the Volunteers of America is frequently referred to as the Salvation Army, it must be conceded that no organization is as well known by the name Salvation Army as is the Salvation Army itself.

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Bluebook (online)
280 S.W.2d 1, 1955 Mo. LEXIS 629, Counsel Stack Legal Research, https://law.counselstack.com/opinion/evans-v-volunteers-of-america-mo-1955.