Lesche v. Cutrer

99 So. 136, 135 Miss. 469, 1924 Miss. LEXIS 1
Mississippi Supreme Court·Decided February 25, 1924·No. No. 23393·Published

Opinion

Cook, J.,

delivered the opinion of the court.

This is an appeal from a decree rendered by the chancery court of the First judicial district of Hinds county, Miss., It involves, among other questions, a construction of the last will and testament of Robert Shotwell, deceased, and, in order that the controversy presented by the pleadings may he clearly understood, we deem it necessary to set out somewhat in detail the facts devéloped in the very lengthy record.

On and prior to the 7th day of July, 1859, Robert Shot-well was a resident of the First judicial district of Hinds county, Miss., residing near the city of Jackson. At that time he owned extensive estates, consisting of lands, slaves, and other personal property, located in the counties of Hinds, Holmes, Coahoma, and Quitman. His first wife died, leaving surviving her their two sons, Bourbon Shotwell and A. L. Shotwell. Some time prior to 1859 he married again, and as a result of this marriage one son, Reuben Shotwell, was horn. Upon his marriage with his second wife, Robert Shotwell had entered into a writ[476]*476ten marriage contract with 'her which embodied certain agreements they had made with respect to the disposition of their respective estates, and some time prior to 1859 he had conveyed to each of his sons, Bourbon and A. L. Shot-well, one-third of .all his lands and personalty, including his slaves. These two sons were then over twenty-one years of age, were married, and living apart from their father. At that time no provision had been made for the younger boy, Reuben, who was then about seventeen years of age, and who had “ shown a decided disposition to become a dissipated, extravagant, and reckless man, in whose hands property would be unsafe, and unfit to hold for himself or in trust for his heirs or his family, if he should have one.” On July 7,1859, Robert Shotwell executed a will in which reference was made to the provisions already made by him for his wife and two older sons, and in which, after making some additional bequests to the wife and older sons, specific provisions were made for the younger son, Reuben Shotwell, as follows:

“I hereby will and bequeath to my youngest son, Reuben Shotwell, all my land and real estate of which I may die possessed and have the legal or equitable right to. I also will that he shall have all the negroes I may have at my decease, not otherwise disposed of, and that he shall have additional negroes, purchased for him until the value of those so purchased, added to the value of those I may own as above stated, shall amount to sixty thousand dollars. The negroes so purchased are to be bought for him by his two brothers, Bourbon and A. L. Shotwell as they may think best and whenever they may think best, at their discretion, all of which gift of lands and negroes to my son Reuben as aforesaid, to be subject to the stipulations, conditions, and limitations hereinafter expressed, as follows:

Article 6. My said son Reuben Shotwell having • shown a decided disposition to become a dissipated, extravagant, reckless man in whose hands property would be unsafe, and unfit to hold for himself or in trust for [477]*477his heirs, or his family, if he shall have one, I think it right and proper to provide that the said lands and negroes given him by the foregoing fifth article of this will, shall not be his legally or equitably, but that it shall be legally and equitably the property of his two said brothers, and A. L. Shotwell, or either of them, or the surviving one in the event either should die or refuse to act as trustee, who shall hold the said property, real and personal, for my said son, Reuben, and they are to have the unlimited right and power to buy and sell negroes and all other personal property for my said son, Reuben, and to manage all the business connected with the said property or its increase or the income arising from it at their discretion and as they may see fit and proper, either separate or in conjunction'or partnership with their own property, and I also will that they shall not give bond as usual, or security.

“Article 7. My said son Reuben, shall not have any rights to any of the income of said property given him by this will further than will support him in a plain, economical manner, as long as he shall show by his conduct any disposition to be dissipated, reckless or extravagant, as would render property unsafe in his hands, but should he at any time, after my decease, and after he becomes twenty-one years old, live five consecutive years a steady, sober and trustworthy life such as will show him at the end of said five years to be worthy of holding property, and provided also he shall be free from debt, then he is to have the legal right to said property and its income transferred to him by his said brothers or trustees, holding said property, but should my said son, Reuben, unfortunately never show himself worthy of holding said property as above provided, but continues untrustworthy, then he is only to have a plain comfortable support given to him annually or quarterly as may be best for him, and his family, should he ever have one, and the said property,' real and personal, and its increase shall be given to his children equally at his decease, if [478]*478he should have any, and should he die childless, or without children, or a child that shall become of legal age to inherit the said property, then it is to descend equally to all my other grandchildren. ’ ’

Shortly after the execution of this will the devastation of war broke over the South, and the changed conditions resulting therefrom made necessary certain changes in the business affairs of Robert Shotwell. He reacquired a half interest in the property previously conveyed to A. L. Shotwell, while Bourbon Shotwell acquired the other one-half interest in this property. In that way Robert Shotwell and his son Bourbon each became the owner of a one-half interest in all the property formerly belonging to Robert Shotwell. In the meantime, Reuben Shot-well, the dissipated youth, had entered the Confederate Army, and up to July 21, 1866, he had not returned, and his fate was uncertain, and on that date Robert Shotwell executed a second will, the one here involved. In this will the testator referred to the provision for his wife which had already been made by marriage contract, and also the gifts to and settlement with A. L. Shotwell, while to Bourbon Shotwell he devised one-half of all his estate, real and personal. He next made provision for his wayward son, Reuben, the provisions for his benefit being as follows:

“Article 4. I have, by article 3 as above, of this will given the one-half of my estate to my son, Bourbon Shot-well. I will hereby that the other half of my estate be given to my son, Reuben Shotwell, whom I had by my second marriage with Anna Hay, should my son Reuben appear to claim it, or his children, if.he should have any, should he not be in life, my said son up to this date, since the conclusion of the late war, has not appeared and his fate uncertain. Should he be in life to inherit under this will, according to its provisions, I will he shall have only the right to enjoy and possess the income of the property hereby given to him, and that at his- death it shall descend to and be inherited by his children equally.

[479]*479“This property given to my son, Reuben, shall be held by my sons, Bourbon and Andrew L.

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Lesche v. Cutrer, 99 So. 136, 135 Miss. 469, 1924 Miss. LEXIS 1 (Mich. 1924).

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