Graves v. Douglas Graves & Commerce Trust Co.

163 S.W.2d 544, 349 Mo. 722, 1942 Mo. LEXIS 530
CourtSupreme Court of Missouri
DecidedFebruary 26, 1942
StatusPublished
Cited by6 cases

This text of 163 S.W.2d 544 (Graves v. Douglas Graves & Commerce Trust Co.) 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
Graves v. Douglas Graves & Commerce Trust Co., 163 S.W.2d 544, 349 Mo. 722, 1942 Mo. LEXIS 530 (Mo. 1942).

Opinion

*727 CLARK, J.

Suit by the adopted child and only heir of Eugene Henry Graves, Jr., Against Douglas Cowherd Graves and Commerce Trust Company to construe the will and recover an interest in the estate of Sallie Cowherd, deceased. The trial court sustained demurrers to plaintiff’s petition. Plaintiff declined to plead further and, upon judgment being rendered against him, has appealed.

Sallie Cowherd died in 1919. .Her will, dated July 3, 1919, so far as material here, is as follows:

“Second, I give, devise and bequeath to Eugene Henry Graves, Jr., and Douglas Cowherd Graves, and to the-heirs of their body” [certain land].

“Third, In the event that either the Said Eugene-Henry--or Douglas Cowherd Graves die without issu'e, then I give, devise and bequeath . '. . the land ... to the survivor and to the heirs of his body. ”

“Fourth, I give and bequeath to the Commerce Trust Company in trust for Eugene Henry Graves, Jr., and Douglas Cowherd Graves.” [certain personal property.] “Upon the final settlement of my estate.” [the executor is directed to pay to the trustee and the latter to] “pay the interest semi-annually to Eugene Henry Graves,' Jr., and Douglas Cowherd Graves, until they respectively reach the age of forty years, at which time it is to pay one-half of the principal respectively to Eugene Henry Graves, Jr., upon his reaching the age of forty years and the other one-half to Douglas Cowherd Graves upon, his reaching the age of forty years, and in the event that either die without issue before reaching forty years of age, then it shall pay to' the survivor the whole of said sum upon his reaching the age of forty years, should either die leaving a child or children then my trustee is directed to pay the guardian of the child *728 or children the portion that their father would, have, received had he lived to be forty years of age. ” , ■ , -

: Eugene Henry Graves, Jr., and Douglas Gow.herd Graves, were nephews and the only'heirs of Sajlie Cowherd. In. August, 1918, Eugene Henry Graves, Jr., adopted, plaintiff in accordance with Sections 9608-9616, Revised Statutes Missouri 1939. [Mo. Stat. Ann., pp. 822-828.] On May 30, 1921, Eugene’Henry. Graves, Jr., died, before reaching the age of forty years, leaving plaintiff as his sole heir. Upon, the death of Eugene Henry Graves, Jr., the trustee paid over the trust fund, amounting to about $25,000.00, to Douglas Cowherd Graves and the latter took possession of all the -real, estate.

If we understand .appellant’s contentions, they are-substantially as follows: that under the adoption statute appellant became the child of his adoptive father for all legal purposes; that the word issue” as used in the third and fourth paragraphs and the words “child or children” as used in the fourth paragraph of the will are not synonymous with the term “heirs of the body;” that Eugene Henry Graves, Jr., did not die without “issue” because appellant, as an adopted child, is included within that term; that on the..death of the testatrix Eugene Henry Graves, Jr., became vested with both a life estate and a remainder,, in fee which two estates merged in him and on his -death passed to appellant by inheritance; that the will attempted to create two estates tail which cannot be done under Section 3498, Revised Statutes Missouri 1929. [Mo. Stat. Ann., p. 1934.]

In will cases, the first consideration is always to try to ascertain the intention of the testator as gathered from the entire instrument. In this will the intention seems clear. The second paragraph created only a life estate in Eugene Henry Graves,. Jr., with remainder to the heirs of his body. The third paragraph did not. in any way purport to enlarge the life estate into.a fee; it merely provided what should become of the fee after the termination of .the life estate. If the life tenant had left “heirs of his body,’.-’ undoubtedly they would have taken the fee to the exclusion of appellant, for appellant could not be included in that term and he does, not - so contend. Since if there had been “heirs of the body’,’ they would have taken the fee, then-the-third paragraph could only refer to the disposition of the fee upon'a failure of “heirs of the body.” In other words, when testator provided for the disposition of the fee upon the death of the life tenant “without:issue”, she used that term in the same sense in which she had used “heirs of their body” in the second paragraph. That be.ing the intent of the testator, and no positive statute or rule forbidding, we are bound to give effect to, it.

The second .and third paragraphs relate to real estate only, while the fourth paragraph relates to personal property only. Yet, to us it' is equally clear that the testatrix in the fourth paragraph *729 •used the .term “die without-issue” in.the same sense that she used “without issue” in the third paragraph and “heirs of their, body” in the second paragraph. The whole will shows that the testatrix intended to provide for her own blood relatives. We think that the interest of. Eugene Henry Graves, Jr., in both the real and personal property terminated at his- death and nothing was left for. plaintiff to inherit. , :

Because each will usually differs from all others, it is seldom .that-precedents are of much value in construing wills. However, the will construed in Grundmann v. Wilde, 346 Mo. 327, 141 S. W. (2d) 778, is so nearly like the will now under consideration as to make that case authority for the conclusions we have reached here.-- There the will, in article 6, devised separate parcels of .real estate to a; son and daughter without defining the estate devised. Article .7 provided that upon the death of either child “.without leaving lawful issue” the other child should.inherit his or her share as provided in. .this article 7. One of the children, the daughter; died leaving no natural children, but leaving a child who had been- adopted under the former adoption statute, supra. . We held that the will granted life estates to the. testator’s. son and daughter with remainder in fee to the lawful issue of each; that- upon- the death of either without leaving lawful issue the.property would -vest in the survivor- for life with remainder, in fee to his or her lawful issue;.and that an -adopted child could not be included in the term “lawful issue.”

Appellant argues that Section 9614, supra,- compels ús to hold that the term “issue” includes an-adopted child and also cites St. Louis Union Trust Co. v. Hill, 336 Mo. 17, 76 S. W. (2d) 685. The same statute and the same case were cited in support of the same contention in Grundmann v. Wilde, supra. This statute makes an adopted person the child of the adoptive parent for inheritance and other purposes, and'the proviso of the section says that the adopted child shall not be capable of inheriting property, .expressly limited to the heirs of the body of the adoptive parent.

Instead of giving support to appellant’s contentions, the proviso of Section'9614 compels us to hold that appellant cannot inherit any interest in the real estate devised to -his adoptive father because, it was expressly devised - to him and the heirs of his body. Nor does the statute help appellant so far as the personal property is concerned.

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Bluebook (online)
163 S.W.2d 544, 349 Mo. 722, 1942 Mo. LEXIS 530, Counsel Stack Legal Research, https://law.counselstack.com/opinion/graves-v-douglas-graves-commerce-trust-co-mo-1942.