Lilly v. Tobbein

103 Mo. 477
CourtSupreme Court of Missouri
DecidedOctober 15, 1890
StatusPublished
Cited by71 cases

This text of 103 Mo. 477 (Lilly v. Tobbein) 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
Lilly v. Tobbein, 103 Mo. 477 (Mo. 1890).

Opinion

Black, J.

This case is now before us on rehearing. It was stated in the abstracts on both sides, on the [484]*484former hearing, that the present suit was commenced by an incorporated association, and we decided the case on that theory of fact. It now transpires that it was commenced by an unincorporated association. While the error in this statement of fact affects but one or two questions, still it is deemed best to substitute this opinion for the one heretofore filed.

Ilett Tobbein died on the twenty-fifth of September, 1879, leaving a wife but no living children. He left a will, whereby he devised all of his property, real and personal, to his wife Catharine, for her natural life, and at her death the one-half to go to her heirs, : ‘ and the other and remaining half of my said estate I give and bequeath to the Catholic church at the city of Lexington, in the state of Missouri.” The will goes on to make provision for the payment of the debts, and then declares that the nominated executor, William A. Donaldson, shall, after the death of the wife, sell at public auction all of the real and personal property, and “ divide the proceeds equally between the heirs of my said wife and the said Catholic church at Lexington, according to the provisions herein aforesaid.” The nominated executor died prior to the death of the testator.

The will was presented to the probate court of Caldwell county for proof and probate, but that court rejected the same on the twenty-sixth of December, 1879. The estate of the deceased was then ordered into the hands of the public administrator. At and prior to the last-mentioned date the church was simply an unincorporated religious society. It was thereafter incorporated under the general laws of this state, and by its incorporated name commenced a suit in the Caldwell circuit court to establish the rejected will. That suit resulted in a judgment probating the will; but, on the appeal prosecuted by the defendants, the judgment was reversed without remanding the cause for new trial. 82 Mo. 418. Thereafter the church society, as an unincorporated [485]*485association, brought this suit for the purpose of establishing the same/will. The venue of the cause was changed to Jackson county, where a trial was had on an amended petition, resulting in a judgment that the instrument was the last will of Tobbein, to reverse which the defendants prosecute this appeal.

To the original petition filed in this cause the defendants demurred, on the ground, among others, that the unincorporated church society had no power or legal capacity to sue. The demurrer was sustained, and thereupon an amended petition was filed, adding as plaintiffs John J. Lilly, Michael Howell, Patrick O’Malley and Thomas Clark, members of, and alleged to be trustees, of the church. These persons sue for themselves and all other members of the association. The amended petition also names one hundred or more persons, members of the church, as additional plaintiffs. To this amended petition the defendants demurred, and this demurrer was sustained as to the unincorporated association, but overruled as to the new plaintiffs brought in by the amended petition.

The will is in due form, was properly signed by the testator and was duly attested. It was admitted on the trial that the testator was, at the time of making the will, of sound and disposing mind, and that it was his own free act. The widow, it may be added, renounced the will and elected to take under the law.

1. A point made in the trial court and urged here is, that the judgment of this court in the former case is conclusive upon these plaintiffs, and that they are barred and precluded from again .bringing forward the instrument for the purpose of having it established as the will of Tobbein.

The incorporated society was the sole plaintiff in that case, and, as the corporation was not organized until after the death of the testator, the conclusion seems to have been reached that the corporation had no such interest in the probate of the will as would give it a [486]*486standing in court as the proponent. The judgment was, therefore, simply one of reversal. Where the final judgment is one upon the merits, it must be a judgment to the effect that the paper writing produced is, or that it is not, the will of the testator. This court gave no such a judgment. There was no judgment at all on the issue of will or no will. The judgment of reversal simply said the then plaintiff had no right to prosecute the suit, because it was not a party in interest. The final judgment in that case left no impediment in the way of a new suit by anyone having the requisite interest.

2. The Catholic church at Lexington was, at the death of the testator, an unincorporated association and not a legal entity. Ordinarily, there must be a devisee in existence capable of taking, otherwise the devise is of no validity. But it is well-settled law that a charitable devise or bequest will be upheld and enforced, though it is made to a voluntary unincorporated association. 2 Perry on Trusts [8 Ed.] sec. 730; Schmidt v. Hess, 60 Mo. 591.

The defendants do not question the proposition just stated, but they do insist that this will fails to define, limit or declare a charitable use. On the other hand, plaintiffs insist that a devise to a designated church is ex m termini a devise to charity. Many authorities are cited and arguments made on the one side and the other of these propositions. The statement of these issues of law presents the inquiry, whether the validity of the devise to the church can be properly determined in this suit, the object of which is to establish a rejected will.

Under our law the will is first presented to the probate court to be proved and admitted to probate. The proceeding in that court is ex parte and without notice. The statute, however, provides that if any person interested in the probate of any will shall appear within five years after the probate or rejection thereof, and, by a petition to the circuit court, contest the validity of the [487]*487will, or pray to have a will proved which, has been rejected, an issue Shall be made up, whether the writing produced be the will of the testator or not. From these provisions of the statute it is plain to be seen that the only issue to be tried is whether the writing is the will of the testator. In trying this issue the court is not called upon to construe the will, nor is it called upon to say whether the provisions of the will are legal or illegal. If a particular clause has been inserted by fraud or forgery it may be rejected, and this for the plain reason that it is no part of the will; but when the particular clause is found to be a part of the will the whole must be probated, and this, too, though the particular clause cannot be enforced. This question was fully considered in the recent case of Cox v. Cox, 101 Mo. 168, and as there said, quoting from 1 Woerner’s Law of Administration: “If the will be properly executed and proved, it must be admitted to probate, although it contain not a single provision capable of execution.” The question whether this devise to the church can or cannot be enforced is foreign to the issues in this case. Such questions can only be determined when and after the instrument is established as the will of Tobbein.

3. The statute allows “any person interested in the probate of a will” to prosecute a suit to contest the same, or to have one proved which has been rejected by the probate court.

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103 Mo. 477, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lilly-v-tobbein-mo-1890.