Friedman v. Marshall

876 S.W.2d 745, 1994 Mo. App. LEXIS 587, 1994 WL 113937
CourtMissouri Court of Appeals
DecidedApril 7, 1994
DocketNo. 18964
StatusPublished
Cited by3 cases

This text of 876 S.W.2d 745 (Friedman v. Marshall) is published on Counsel Stack Legal Research, covering Missouri Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Friedman v. Marshall, 876 S.W.2d 745, 1994 Mo. App. LEXIS 587, 1994 WL 113937 (Mo. Ct. App. 1994).

Opinion

CROW, Judge.

This is a will construction case.

Max Hirschowitz (“Max”1) signed his last will and testament in 1948. At that time, he had a wife, Mary Hirschowitz (“Mary”), and four children: Philip Hirschowitz (“Philip”), Abram Hirschowitz (“Abie”2), Louie Hir-schowitz (“Louie”), and Anna Friedman (“Anna”).

The will contained several devises of real estate. One was Article Third, which devised a parcel (“the subject tract”) to Philip.

Article Fifteenth of the will provided:

“It is my will and I direct that in the event any of my heirs die without issue the real estate hereinabove bequeathed unto either of such children shall revert to and become the property of my estate for equal distribution among the surviving heirs, including my beloved wife, Mary Hirschow-itz, who shall share an equal portion.”

Max died in 1950, survived by Mary and his four children. His will was probated.

Mary died in 1983.

Philip signed his last will and testament in 1989. In it, he devised the subject tract to his wife, Margaret L. Hirschowitz (“Margaret”), for life, with the remainder in fee to:

“... my niece, Jane Menz, a fifty percent (50%) share, and my niece, Gilda Whitacre, a fifty percent (50%) share, absolutely.”

Jane and Gilda3 are children of Abie.

Philip died in 1991. He was not survived by Margaret4 or by issue. His will was admitted to probate.

This suit was filed by Anna, seeking a determination of whether ownership of the subject tract passed to (a) Philip’s devisees, Jane and Gilda, per his will, or (b) Max’s “surviving heirs” per Article Fifteenth of Max’s will because Philip died without issue.

Abie died in 1992, while this suit was pending in the trial court. He was survived by his two daughters, Jane and Gilda (Philip’s devisees).

At some point in the trial court, Anna’s only child, Ettie Harriett Friedman Surasky (“Ettie”), became a party.

Louie, named in Philip’s will as personal representative of Philip’s estate, filed an answer in that capacity. The answer pled that Max’s will devised the subject tract to Philip in fee simple absolute, hence ownership passed to Jane and Gilda per Philip’s will, subject to the necessity of having to sell the tract to pay Philip’s debts.

[748]*748Louie, in his individual capacity, filed an answer asserting the same theory. So did Jane and Gilda.

Anna and Ettie moved for summary judgment, averring that by reason of Article Fifteenth of Max’s will, the subject tract reverted to, and became part of, Max’s “estate” when Philip died without issue. Consequently, pled Anna and Ettie, the subject tract should be distributed “to the remaining surviving residual legatees” pursuant to Article Ninth of Max’s will, which provided:

“All the rest, residue and remainder of my property, both real, personal and mixed, ... I give, devise and bequeath ... as follows:
A one-fifth share to my wife, Mary Hir-schowitz;
A one-fifth share to my son Louie Hir-schowitz;
A one-fifth share to my son Philip Hir-schowitz;
A one-fifth share to my son Abie Hir-schowitz;
A one-fifth share to my daughter, Anna Friedman.”

At some point in the trial court, Franklin Marshall (“Marshall”), a lawyer, was appointed Administrator ad litem of Philip’s estate. Apparently, that was because Louie, the personal representative named in Philip’s will, was a party to this suit in his individual capacity and, as we have seen, asserted a theory contrary to that of Anna and Ettie.

Marshall, Jane, Gilda and Louie (individually) moved for summary judgment. Those parties, henceforth referred to as “Respondents,” asserted Max’s intent in Article Fifteenth of his will was that it apply to only an heir who (a) predeceased him, and (b) died without issue. Therefore, pled Respondents, inasmuch as all of the devisees in Max’s will survived him, all of the devises were “absolute devises in fee simple.”

The trial court found there were no genuine issues of material fact and that Respondents were entitled to summary judgment as a matter of law. The judgment states, inter alia:

“10. That the devises contained in ... the Last Will and Testament of Max Hir-schowitz, deceased, were absolute devises in fee.
11. That the devise over in the event of the death of the primary devisees without issue contained in Article Fifteenth of the Last Will and Testament of Max Hir-schowitz refers only to the death of any of the primary devisees prior to the death of the testator. Since each of the primary devisees survived the testator, Max Hir-schowitz, said devises became absolute devises in fee simple.”

Anna and Ettie, henceforth referred to as “Appellants,” bring this appeal. The first of their four points relied on reads:

“The trial court erred in overruling Appellants’ motion for summary judgment and sustaining Respondents’ motion for summary judgment, because its ruling was against the weight of the evidence, in that the weight of the evidence was that the intent of Max Hirschowitz was to cause lands he bequeathed by his will to revert to his estate for distribution among his surviving heirs if any of his sons died without issue after receiving bequests from the Estate of Max Hirschowitz.”

Appellants point out that when Max signed his will in 1948, Anna already had issue— Ettie. By Article Sixth, Max devised a parcel of real estate to:

“... my daughter, Anna Friedman, and granddaughter, Ettie Friedman, as joint tenants with right of survivorship.”

Appellants assert all three of Max’s sons were childless when Max signed his will; however, Appellants fail to identify anyplace where the record demonstrates this.

The record does establish that Louie, the youngest of Max’s children, was 32 when Max died. Louie, like Philip, has no offspring. As reported earlier, Abie, now deceased, was survived by two daughters, Jane and Gilda. Their respective dates of birth are not in the record.

In construing a will, courts must gather the testator’s intention from the words used in the will, and give effect to such intention unless it conflicts with some positive rule of law. Carter v. Boone County [749]*749Trust Co., 338 Mo. 629, 92 S.W.2d 647, 651[1, 2] (banc 1935). Courts must take the will as a whole in arriving at such intention and not give any clause undue preference. Id. at [3]. Where a will has a provision such as “should any of my devisees die without issue living,” and there is doubt or uncertainty as to whether the testator meant the death of the devisee before the death of the testator, the will is to be construed as meaning the death of the devisee before the death of the testator. Id. at 653[11]. This is a rule of construction based on the theory that the law favors the vesting of estates at the earliest possible time. Id. at [12].

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Bluebook (online)
876 S.W.2d 745, 1994 Mo. App. LEXIS 587, 1994 WL 113937, Counsel Stack Legal Research, https://law.counselstack.com/opinion/friedman-v-marshall-moctapp-1994.