In RE LAST WILL AND TESTAMENT OF McSWAIN

946 So. 2d 417, 2006 WL 3593466
CourtCourt of Appeals of Mississippi
DecidedDecember 12, 2006
Docket2005-CA-00943-COA
StatusPublished
Cited by1 cases

This text of 946 So. 2d 417 (In RE LAST WILL AND TESTAMENT OF McSWAIN) is published on Counsel Stack Legal Research, covering Court of Appeals of Mississippi primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In RE LAST WILL AND TESTAMENT OF McSWAIN, 946 So. 2d 417, 2006 WL 3593466 (Mich. Ct. App. 2006).

Opinion

946 So.2d 417 (2006)

In the Matter of the LAST WILL AND TESTAMENT OF Eunice McSWAIN, Deceased.
Martha Shows, Appellant,
v.
Katheryn Jane McSwain Polk, Elizabeth Ruth McSwain Hughes, and Eunice Charlene McSwain, Appellees.

No. 2005-CA-00943-COA.

Court of Appeals of Mississippi.

December 12, 2006.

*418 William L. Ducker, Purvis, attorney for appellant.

John Brian Jones, Jackson, Robert T. Jackson, Hattiesburg, attorneys for appellees.

Before MYERS, P.J., SOUTHWICK and BARNES, JJ.

SOUTHWICK, J., for the Court.

¶ 1. The Chancery Court of Forrest County struck a provision in a will as void for uncertainty. A beneficiary of that provision appeals. We disagree that the language is void for uncertainty and remand for further proceedings.

FACTS

¶ 2. Eunice McSwain died in May 2004. Her will distributed real and personal property to various family members who are appellees today: Katheryn Jane McSwain Polk, Elizabeth Ruth McSwain Hughes, and Eunice Charlene McSwain. In addition, Article IV of the will stated this:

I fully recognize that my well being over the last few years has been accomplished through the efforts of caretakers who have provided around the clock attention to my creature comforts and companionship with one major contributor to this purpose, namely, MARTHA SHOWS, who has gone far beyond the call of duty in providing for my comfort and welfare, therefore, I hereby give devise and bequeath and direct that the Judge of competent jurisdiction over the administration of my Estate make a fair contribution of cash assets that may be remaining from my Estate to the said caretakers then providing said services to me, and, in particular the said MARTHA SHOWS who has always shown an unselfish loyalty to my personal welfare and well-being.

¶ 3. Martha Shows was a caretaker who worked for McSwain from October 1998 until McSwain's death in 2004. McSwain's will was drafted by her lifetime friend and a local attorney, Davis Fortenberry, who was named in the will as executor of her *419 estate. In December 2004, Fortenberry filed a first annual and final account for the estate. In his filing, he requested that the chancellor give direction "as to what steps should be taken by him in order to comply with the provisions" regarding the caretakers. The other beneficiaries under the will argued that Article IV was void for uncertainty and that Shows and the other caregivers should receive nothing.

¶ 4. A hearing on this provision occurred in March 2005. Shows testified that she spent a significant amount of time with McSwain during these years, and that the two had developed a very close relationship even to the point that McSwain shared information with Shows regarding her finances. Shows testified that the salary she received for her round-the-clock care was approximately $1,344 per week, or about $70,000 per year. Shows paid other caretakers some of this money, but Shows testified that she was the primary caretaker. Three other caretakers testified at the hearing, all of whom indicated that they had been hired by Martha Shows.

¶ 5. Fortenberry testified as to the genesis of this contested provision. He offered McSwain's July 2003 handwritten note stating that she desired for "the caretakers" to receive the residue of her estate. Fortenberry testified that he convinced McSwain that such a provision in her will would invite a will contest. He convinced McSwain to include the provision that we review today, directing the judge of the court in which the will was probated to compute a satisfactory cash bequest for Shows and other caretakers. McSwain's last will and testament was duly executed in August 2003, a little over a month after the date of the handwritten note and nine months before her death. The note constitutes parol evidence as to the meaning of the provision, but it has no other significance.

¶ 6. In his final judgment of April 2005, the chancellor found this provision in McSwain's will to be void for lack of certainty. "While it is clear to this Court that Ms. McSwain intended to leave a bequest to Martha Shows and the other medical workers who cared for her during her last illness, she left absolutely nothing to indicate exactly how much of her estate she intended to give." He added that, in construing the testator's intent, the court is limited to the "four corners of the will." He concluded by noting that, although it is the duty of the courts to carry out the intent of the testator, it is impossible to do so "without some guidance as to what those wishes are."

¶ 7. Shows appealed and the cause has been deflected to this Court. We ordered supplemental briefing on the power of appointment issue we discuss below.

DISCUSSION

¶ 8. In a will contest, the chancellor's findings will be upheld unless they are manifestly wrong, constitute an abuse of discretion, or result from application of an erroneous legal standard. Estate of Grantham v. Roberts, 609 So.2d 1220, 1223 (Miss.1992). The findings should be based upon substantial, credible evidence. Estate of Grubbs, 753 So.2d 1043, 1046 (Miss. 2000).

1. Validity of Testamentary Provision

¶ 9. We find no doubt, nor did the chancellor, that McSwain intended to leave a bequest of some amount to Shows and to other caregivers. The issue for us is whether the means by which the will stated this intention was ineffective because of uncertainty.

¶ 10. The operative language in the will was that "I hereby give, devise, bequeath *420 and direct that the Judge of competent jurisdiction over the administration of my Estate make a fair contribution from the cash assets that may be remaining from my Estate to the said caretakers then providing said services to me, and, in particular, Martha Shows. . . ." The difficulties, but not necessarily the defects, of this language are to identify the class of beneficiaries, the amount of the bequest, and the effect of giving discretion to a chancellor. In addition to Shows, perhaps two or three other people would qualify in the class. No amount is stated. The effect of granting such authority to a chancellor will be reviewed only after first discussing the provision as if someone besides the chancellor, such as the executor, was given this exact authority.

¶ 11. Judicial interpretation of a last will and testament requires a determination of and a respect for the intent of the testator. Estate of Blount v. Papps, 611 So.2d 862, 866 (Miss.1992). A will may contain within itself all the needed evidence of its meaning. Id. If ambiguity exists, parol evidence is admissible. Id. The chancellor found McSwain's Article IV not only to be ambiguous as to the amount of the bequest to caregivers, but to have used language that would prevent enlightenment from other sources. The very nature of the bequest—"a fair contribution" —emptied the grant of the possibility of judicially ascertainable standards.

¶ 12. The chancellor found the provision irretrievably flawed because of the principle that courts cannot guess at the intent of a testator. For example, in one precedent a will codicil was invalid for fatal ambiguity when it stated, "I want the few acres of land on South side of road to go to my brother," and there was no parol or other evidence as to which road and which tract was intended. Hemphill v. Robinson, 355 So.2d 302, 304 (Miss.1978).

¶ 13. We look at the McSwain provision from a different perspective. What was done with certainty was to name a person who had the power to decide amount and recipients.

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Related

Whitehead v. Estate of Whitehead
135 So. 3d 177 (Court of Appeals of Mississippi, 2013)

Cite This Page — Counsel Stack

Bluebook (online)
946 So. 2d 417, 2006 WL 3593466, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-last-will-and-testament-of-mcswain-missctapp-2006.