Marx v. Hale

95 So. 441, 131 Miss. 290
CourtMississippi Supreme Court
DecidedSeptember 15, 1922
DocketNo. 22792
StatusPublished
Cited by10 cases

This text of 95 So. 441 (Marx v. Hale) is published on Counsel Stack Legal Research, covering Mississippi Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Marx v. Hale, 95 So. 441, 131 Miss. 290 (Mich. 1922).

Opinion

Sykes, J.,

delivered the opinion of the court.

For the third time this case is here on appeal. Wé are now called upon to construe the will and codicil of Charles A. Neilson. This will and codicil are set out in full in the first appeal of this case. Hale v. Neilson, 112 Miss. 291, 72 So. 1011. The record here shows that the codicil was duly signed and published upon the same day as the will. It is also admitted that the sisters of the testator, Mrs. Annie F. Symons and Mrs. Catherine C. Hopkins, predeceased the testator. These two sisters were devised and bequeathed certain portions of testator’s real and personal property in items 4 and 5 of the will. The appellants here, complainants in the chancery court, claim to be the owners of those portions of the property devised and bequeathed to Mrs. S'ymons and Mrs. Hopkins under these two items of the will. They claim that these are lapsed legacies and devises because of the death of these two sisters before that of the testator; that since the testator left no children, the widow inherited under our laws of descent and distribution in fee simple the portions of these lapsed legacies and devises. Some of the complainants also claim a different share of the property under the will, in case the widow did not inherit the lapsed legacies. It is, however, unnecessary to state in full this claim.

[309]*309The appellees contend that the dominant purpose of the will as shown by its terms was that the wife of testator was to have only a life estate in the property, and that the remainder is therein given to his nieces and nephews and John W. Johnson, all of whom are mentioned in items 4 and 5 of the will qualified by item 2 of the codicil, which gives Johnson an equal share with the representatives of the brothers and sisters mentioned in these items, and that the lapsed legacies of the devises to Mrs. Symons and Mrs. Hopkins, either go under the will to their heirs, or to the nieces and nephews mentioned in these items. They contend further that the former adjudications of this court have held that these lapsed devises passed under the will and that these portions Avere not inherited by the widow under our statute of descent and distribution, or, in other words, that this question is res adjudicaba.

We will first consider the question as to whether or not this court in former considerations of this case has decided this question.

In the first report of the case mentioned above, the question there presented to the court was whether or not under this will the widow, Mrs. Julia A. Neilson, took a life estate in all property, or one in fee. There the court, after examining the will in full, held that it was the intention of the testator to give his wife a life estate, with remainder to his sisters, nieces and nephews; that by this will he intended to^dispose of his entire estate. In that case the complainants (the present appellants) were claiming the entire estate as heirs at law of the wife. Their claim was that she was given an estate in fee under the will. In other words, the sole question decided by the court in that case was that by the terms of the will the wife only received a life estate. The court in no wise attempted to deal with the tAvo lapsed devises and bequests to these two sisters, but only dealt Avith the estate devised and bequeathed to the Avife under the will. In this opinion the court sua sponte dismissed the bill without prejudice to the right of the appellees there (appellants here) to request that the [310]*310cause be remanded for the purpose of having the bill amended, if desired. This request was made, and one of the reasons given therefor was the suggestion that the widow inherited the property devised in the will to these two sisters and that complainants were the heirs at law of the widoAv. In Hale v. Neilson, 113 Miss, on page 30, 73 So. on page 865, the motion to remand is sustained and the cause remanded “in order that the bill may be amended generally, and intimate no opinion on the question whether there is a lapsed devise, or as to the rights of the present appellees as between themselves. No such issues were properly presented by the bill as it is now written.” In these two opinions the court in no way passed upon this question.

Upon remand the bill Avas amended to properly present this question. A demurrer was sustained to the bill and the Avill construed by the chancellor. An appeal Avas then prosecuted to this court, and the case is reported under the name of Marx v. Hale, 119 Miss. 410, 81 So. 119. In this opinion it is stated that — “The codicil is not dated, and it may be that the codicil Avas Avritten after the death of . . . Mrs. Symons and Mrs. Hopkins. The bill does not allege the date or circumstances existing at the time of the writing of the codicil, nor does it allege who are the proper heirs at law of Charles A. Neilson, deceased, if all of the brothers and sisters of said Neilson predeceased him. In the absence of these necessary parties and necessary averments, Ave think it would be improper to enter upon a definite construction of the will and codicil.”

It is then stated that the chancellor Avas right in sustaining a demurrer to the bill but erred in construing the will. Thé bill was then dismissed without prejudice to the rights of the parties to file a proper bill making all parties interested parties to the bill.

From a careful consideration of this opinion it Avill be noted that the court Avas of the opinion that all necessary parties were not before it for a construction of the Avill; that the allegations of the bill were too vague and indef[311]*311inite with reference to the time of the execution of the codicil. Nothing ivas decided except that these allegations were insufficient to maintain the bill. The will was not construed. Therefore, necessarily the court did not consider the material items of the will and of the codicil nor whether or not there were lapsed devises, nor to whom these items went.

The present bill sIioavs that the will and codicil were executed at the same time, and alleges the other facts, and malíes all parties to this suit in accordance Avith the suggestion of the last opinion of the court. This opinion does not decide to whom these items Avent, either under the will or according to the law of descent and distribution.

Consequently, this question has not been decided by this court in any of these opinions.

It is held in the first opinion in 112 Miss. 291, 72 So. 1011, that the testator in this Avill intended to devise and bequeath all of his property. This is true, and in this will he did so. But before his death these íavo sisters had died. In fact, they died several years before he did. Consequently, for many years he kneAV that these legacies and devises had lapsed, and he made no further provision with reference thereto.

It is contended by counsel for appellee that considering together items 4 and 5 of the will and item 2 of the codicil, these bequests and devises are to a class and not to individuals, and that either those of the class living at the time of the death of the testator take the estate under the Avill, or the heirs of the devisees dead take their shares.

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Bluebook (online)
95 So. 441, 131 Miss. 290, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marx-v-hale-miss-1922.