Masterson v. Masterson

130 S.W.2d 629, 344 Mo. 1188, 1939 Mo. LEXIS 467
CourtSupreme Court of Missouri
DecidedJuly 7, 1939
StatusPublished
Cited by6 cases

This text of 130 S.W.2d 629 (Masterson v. Masterson) 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
Masterson v. Masterson, 130 S.W.2d 629, 344 Mo. 1188, 1939 Mo. LEXIS 467 (Mo. 1939).

Opinions

* NOTE: Opinion filed at September Term, 1938, February 21, 1939; motion for rehearing filed; motion overruled March 15, 1939; motion to transfer to Court en Banc filed; motion overruled at May Term, 1939, July 7, 1939. Equity to construe a will, and for other relief, presenting the principal question: Does a residuary clause giving, devising and bequeathing "to my beloved wife . . . absolutely so long as she remains my widow" bestow upon the donee for widowhood *Page 1192 the superadded power to bona fide consume the corpus or dispose of the fee?

Fred Masterson died childless in February, 1934, testate. His will, duly probated, was executed September 5, 1905, and, after providing for the payment of his debts and $80 annually to his mother during her lifetime, read:

"(3) All the rest, residue and remainder of my estate, whatsoever, real, personal and mixed, and wherever situated, I give, devise and bequeath to my beloved wife, Hester E. Masterson, absolutely so long as she remains my widow."

Testator's will made no further disposition of his estate. His mother died in 1916. We understand the value of the estate, real and personal, passing under paragraph "(3)" of the will approximates $20,000, in round numbers, and consists of real estate, stocks, bonds, secured notes, and cash. The plaintiffs are testator's brother, Venus Masterson, and sisters, Delia M. Roberts, Lissa Shipton, Birdie Springgate, and Nora Jaeger.

The court nisi found, among other facts, that testator, as of the date of the execution of his will, was a man of limited means; that testator's mother and wife were the only objects of his bounty; that, other than with his wife's mother, testator was not on friendly terms with his wife's family and desired that no member of his wife's family receive any part of his estate; that defendant, testator's widow, had not remarried; "that except for the bequest to his mother (which has lapsed because of her death), he intended that his wife should have the full use, enjoyment, control and the power of disposition of his estate during her widowhood or during her life should she never remarry;" and entered judgment dismissing plaintiffs' bill.

[1] We are of opinion Haugh v. Bokern, 325 Mo. 1143,30 S.W.2d 47, relied on by defendant, does not rule defendant's preliminary contention that plaintiffs may not invoke the jurisdiction of a court of equity. Sufficient for the instant issue, the ruling in Haugh v. Bokern was to the effect that a court of equity would not assume jurisdiction over an action by a nephew, as an heir of testator, having for its sole purpose a construction of said testator's will to determine the legal title to certain real estate passing under said will; because such plaintiff had an adequate remedy at law and because of the general rule that a court of equity will not entertain jurisdiction of a suit brought for the sole purpose of construing a will without seeking further relief or construe a will on the application of one claiming the mere legal title to real estate. The instant action is readily distinguishable in that it seeks the construction of a testator's will affecting personal, as well as real, property and, by allegations unquestioned as to sufficiency, in the event defendant be found vested with a mere base or qualified life estate, a decree protecting plaintiffs against waste, dissipation or conversion of the corpus by the *Page 1193 life tenant. [Consult 69 C.J., p. 884, sec. 2018; St. Louis v. McAllister (Banc), 302 Mo. 152, 161, 257 S.W. 425, 427(6); and generally 69 C.J. Tit., Wills, secs. 1968, 1972; 1994; 2002; 2003; and 2007.] St. Louis v. McAllister, supra, arose out of a suit by a testamentary trustee to determine whether the expressed uses of the testamentary trust had failed, involved a possible resulting trust in favor of testator's heirs, and the court considered the heirs necessary parties to a final adjudication of the case. (Cf. Chambers v. St. Louis, 29 Mo. 543, 572; St. Louis v. McAllister (Banc), 281 Mo. 26, 35, 218 S.W. 312, 313 — said heirs appear to have been strangers to the testamentary trust provision.)

Defendant's contention, in the nature of a corollary to the issue just ruled, that because plaintiffs' motion for new trial presented no objections to the court's dismissing plaintiffs' bill on the ground plaintiffs were neither trustees, executors, devisees, cestuis que trustent nor legatees, said motion is insufficient to permit of an appellate review is not well taken because if plaintiffs be possessed of a vested nondefeasible remainder in testator's estate they are entitled to the protection of their interest as much as if they had been specifically named in testator's will as legatees and devisees of said remainder. Plaintiffs' motion for new trial adequately directed the court's attention to alleged errors with respect to the power of defendant over the fee of the property, the fundamental issue involved.

[2] "The true intent and meaning of the testator," as often said, is a primary rule for the construction of wills. [Sec. 567, R.S. 1929, Mo. Stat. Ann., p. 344; Grace v. Perry (Banc),197 Mo. 550, 559(I), 95 S.W. 875, 877(I), 7 Ann. Cas. 984; Humphreys v. Welling, 341 Mo. 1198, 1203, 111 S.W.2d 123, 125(1).] But wills are required to be in writing (Sec. 519, R.S. 1929, Mo. Stat. Ann., p. 312) and Missouri courts are likewise admonished "to have due regard to the directions of the will" (Sec. 567, supra). Extrinsic evidence of testator's environment and circumstances at the time of executing his will, admissible to aid in determining an intention where there is ambiguity in the will, is impotent to create an intention not expressed or a will testator intended to but in fact did not make. [McCoy v. Bradbury, 290 Mo. 650, 658, 235 S.W. 1047 1049 (3); Graham v. Karr, 331 Mo. 1157, 1170(6), 55 S.W.2d 995, 1001(8); Gardner v. Vanlandingham, 334 Mo. 1054, 1061(1), 69 S.W.2d 947, 949(1); Burrier v. Jones (Banc), 338 Mo. 679, 684(1),92 S.W.2d 885, 887(1).]

Defendant takes the position testator's will vested defendant with an estate for life, so long as she remainded testator's widow, in all of testator's property (the other sole legatee having predeceased testator) with the superadded power to consume or otherwise dispose of any portion or all of said property, and the income therefrom. Plaintiffs contend the testamentary disposition vested, broadly put, a *Page 1194 base or qualified life estate in defendant, subject to defeasance should defendant remarry; without any superadded power in defendant to encroach upon, consume, or dispose of the corpus or fee pending her enjoyment of said tenancy.

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130 S.W.2d 629, 344 Mo. 1188, 1939 Mo. LEXIS 467, Counsel Stack Legal Research, https://law.counselstack.com/opinion/masterson-v-masterson-mo-1939.