Ford v. Byrd

184 So. 443, 183 Miss. 846, 1938 Miss. LEXIS 299
CourtMississippi Supreme Court
DecidedNovember 14, 1938
DocketNo. 33368.
StatusPublished
Cited by8 cases

This text of 184 So. 443 (Ford v. Byrd) 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
Ford v. Byrd, 184 So. 443, 183 Miss. 846, 1938 Miss. LEXIS 299 (Mich. 1938).

Opinion

Smith, O. J.,

delivered the opinion of the court.

Mrs. Lizzie Meyer Wehmeyer died on August 10, 1936, leaving a will in which Leona Byrd was- nominated as executrix, and Julius M. Buchanan as executor. On August 17, 1936, they applied for and received letters of administration, the petition therefor setting forth that her estate consisted in part of $9,000 in U. S. Bonds.

On March 27, 1937, Helen Meyer Ford filed a petition in the court below in this administration proceeding setting forth Mrs. Wehmeyer’s will, and alleging in substance that: The petitioner is Mrs. Wehmeyer’s sole heir at law; publication to creditors had been made by the executors, and the time for probating claims against the estate had expired without any claims being probated; and that no account had been filed by the executors. That the following bequests in the will are void:

“Eighth: I give, devise and bequeath to Leona Byrd the cash sum of $-and the following bonds, located in my lock box No. 572 in the First National Bank & Trust Co., Vicksburg, Miss.”

*851 Box No.--$-

Box No.--$ —=—

Box No.--$-

“Ninth: I give, devise and bequeath to my friend XXXXXXX-;— the cash sum of $--, located in Box 572 in the First National Bank & Trust Co. Vicksburg, Miss.”

The words “Julius Buch-” appear under the X’s in Item 9. The prayer of the petition is:

‘11st. That the said will of said testatrix be construed by the court, and that the court will decree that items Eight and Nine of said will to be absolutely null and void and so hold that the said Mrs. Helen Meyers Ford is the sole legal heir of said testatrix and as such is entitled to all of the estate of said testatrix not legally devised by said will.

“2nd. That summons be issued for'said Leona Byrd and Julius M. Buchanan, Executors, to plead, answer or demur to this petition, answer under oath being hereby expressly waived, and to show cause why said accounting should not be had and said assets, the property of this petitioner, should not be forthwith delivered to her, your petitioner.”

The two executors as such were made parties defendant to the petition, and service of process on them was had. On April 21, 1937, the executors filed their first annual account setting forth, among other things, an inventory of property of the estate that had come into their possession, including $9,000 in U. S. Bonds. After-wards, an amended petition was filed by Mrs. Ford, to which Leona Byrd was made a party defendant, both as executrix and individually, and alleged that she, Leona Byrd, claimed an individual interest in the decedent’s property. The prayer of this petition is practically the same as that in the original petition.

On September 3, 1937, the executors answered the original petition, denying that the bequests in Items 8 and *852 9 of the will were void, and alleging that: “the whole of said estate has been devised and bequeathed to respondent, Leona Byrd. ’ ’ On September 21, 1937, Leona Byrd, individually and in her own right, answered the amended petition, reaffirming the allegations of her answer to the original petition and alleging that the $9,000 of bonds had been given to her by Mrs. Wehmeyer prior to her death, and prayed that she be decreed to be the owner thereof. A motion by Mrs. F'ord to strike from this answer the allegations as to the inter vivos gift of the bonds by Mrs. Wehmeyer to Leona Byrd was overruled. A motion was then made by Mrs. Ford that Leona Byrd be required to make her answer more specific. This motion was sustained. In response thereto, Miss Byrd amended her answer so as to allege that one-half of the bonds were given her by Mrs. Wehmeyer at one time and the other half at another, setting forth the p]ace and as near as she could remember, the time of each gift. The issues presented by the pleadings are: (1) Are the two items of the will hereinbefore referred to as void; and (2) did Mrs. Wehmeyer before she died give the $9,000 of bonds to Leona Byrd.

On January 12, 1938; the appellee filed the following petition: “Comes the Complainant, Miss Leona Byrd, and moves this Honorable Court to permit her to correct the inventory filed by her and Julius M. Buchanan as Executors of said estate, so as to show that the bonds left by said decedent were not the property of said estate but belonged to her, and also to correct the First Annual Account rendered by the Executors so as to show that the bonds belonged to her and not to said estate.

“That the affidavits to the same were made through mistake, not knowing her rights in the premises, as will be shown by the testimony to be offered on the hearing of the petition of Mrs. Helen Meyer Ford for a construction of the will and the crossbill of movant.”

Leave to so amend was granted but whether an amended inventory was thereafter filed does not appear. *853 After hearing considerable evidence, the court below rendered a decree: (1) “that Lizzie M. "Wehmeyer, Deceased, during her lifetime made a valid, legal gift of the Nine Thousand ($9,000.00) Dollars worth of bonds in the lock box in the First National Bank & Trust Company of Vicksburg, Mississippi, and further finding as a fact that the cross-complainant Leona Byrd erroneously listed said bonds in the inventory of the estate of Lizzie M. Wehmeyer, Deceased, . . (2) that the bonds in controversy, specifically designating them, be-awarded to Leona Byrd, but to remain as they then were in the possession of the Clerk of the Court “Until determination of this said cause.”

Among the appellant’s complaints are: (1) The request of the appellee and her co-executor for permission to amend the inventory of Mrs. Wehmeyer’s estate filed by them by striking therefrom all reference to the bonds here in question should have been overruled. (2) The motion of the appellant to strike from the appellee’s answer to the appellant’s petition all reference therein to her claim that the bonds in question were given her by Mrs. Wehmeyer during her lifetime should have been sustained. (3) The decree should have construed the will and adjudicated that Items 8 and 9 thereof are void. (4) The decree is contrary to the law and the evidence. (5) Evidence offered by the appellant was erroneously excluded. As to the first two of these complaints, it will be sufficient to say that we are of the opinion that no error is presented thereby.

■ The court having adjudicated that the appellee received a valid inter vivos gift of the bonds, it became unnecessary to construe the will, and in addition, the appellee abandoned any claims to the bonds under the will.

The appellee claims the bonds under two separate and distinct gifts from Mrs. Wehmeyer each for one-half of the bonds. As to the first of these, we have arrived at. the conclusion that the Chancellor was. probably right *854 in holding that the gift had been made; at all events we cannot say, on the evidence, that he was manifestly wrong. As to the second, we find no evidence sufficient to support the appellee’s claim that the gift was made. Each alleged gift will be considered separately.

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Bluebook (online)
184 So. 443, 183 Miss. 846, 1938 Miss. LEXIS 299, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ford-v-byrd-miss-1938.