McKay v. Lemly

40 So. 2d 281, 206 Miss. 456, 1949 Miss. LEXIS 273
CourtMississippi Supreme Court
DecidedApril 25, 1949
StatusPublished
Cited by2 cases

This text of 40 So. 2d 281 (McKay v. Lemly) 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
McKay v. Lemly, 40 So. 2d 281, 206 Miss. 456, 1949 Miss. LEXIS 273 (Mich. 1949).

Opinions

*469 Roberds, J.

The problem presented by this appeal is the construction of the last will and testament qí James U. McKay. *470 He departed this life in Hinds County, Mississippi, August 8,1946. His holographic will, dated March 11,1946, was admitted to prohate in common form in said county September 6, 1946.

Certain of the designated beneficiaries in the will, by fifty six written instruments, one dated June 21, 1947, and the others dated June 23, 1947, endeavored, as between themselves, to vest in each other title to the respective properties given them in Item Two, and the provisions following that Item, of will. The bill herein prays (1) for a construction of the will and (2) for confirmation of title in accordance with said written agreements. Some of testator’s heirs at law joined in these agreements but have renounced them.

The complainants in the bill include all of the stated beneficiaries in the will except Mrs. Lewis and Mrs. Winkleman and the two minors, Peyton and Hollister McKay. The next of kin and heirs at law of James U. McKay are Mrs. Louise McKay Lewis and Mrs. Helen McKay Winkleman, nieces; James Peyton McKay, George Hollister McKay, Griffith Head McKay, Hayden E. McKay and Eugene Beber McKay, nephews, and Mrs. E. A. Fleming, a sister. The last three named heirs joined as complainants in the bill. The defendants thereto consist of the other named heirs, the two minor beneficiaries, and the two executors. The heirs, the two minors and the executors are represented by different counsel.

It is the contention of the complainants (1) that Miss Elizabeth Cary Lemly took title in fee simple to all of the property described in the will, but, if mistaken in that, then (2) that the specified beneficiaries in Item Two and the part of the will following that Item were vested with absolute title to the properties designated to them, with right of full enjoyment thereof upon the death of Miss Lemly, although she did not die until October 17, 1947, some fourteen months after date of the death of the testator, They say, that although Item Two begins *471 with the words “But if at my death Miss Elizabeth Cary Lemly shall be dead”, nevertheless '¡the beneficiaries thereafter named were vested with title to the respective properties specified to them although the testator predeceased Miss Lemly. In other words, they contend that the death of Miss Lemly prior to that of the testator was not a condition precedent to their right to take title but that her death after that of the testator merely determined the time when their enjoyment of the property would begin. Defendants, who are appellants here, take the position that under Item One Miss Lemly was vested only with a life estate in trust and that Item Two conferred no title whatever upon any of the stated beneficiaries, because Miss Lemly outlived the testator, and that all of the property of the testator descended to the heirs at law of the testator, subject to the requirement to meet the needs and comfort of Miss Lemly during her lifetime after the death of the testator.

The learned Chancellor decreed that Item One conferred upon Miss Lemly a limited life estate in trust, to be used for her needs and comfort, and that Item Two vested in the named beneficiaries the designatd property to each, and that the death of Miss Lemly determined the time of enjoyment but not the right to title. These are the questions with which we deal.

The members of the court are in agreement the Chancellor was correct in his holding as to Item One. We deem it unnecessary to discuss in detail the considerations which have brought us to that conclusion.

However, we are equally divided as to the correctness of the holding under Item Two. This opinion is an effort to set forth the views of the three members of the court who agree with the holding of the Chancellor as to that Item.

The problem must be solved by first determining the true intent of the testator and then applying thereto the doctrine of gifts by'necessary implication.

*472 The true intent must, of course, be gathered from the entire will, considered, as is said in the cases, “by its four corners”, giving effect, if possible, to every provision thereof, construed in the light of the circumstances surrounding the testator at the time he executed it.

What were the circumstances surrounding the testator when he wrote this will? He and Miss Jennie Lemly, sister of Miss Elizabeth Cary Lemly, were married November 18th, 1903, at which time he was thirty and she twenty-nine years of age. This was the one and only marriage for each of them. They lived together as man and wife until the death of Mrs. McKay, intestate, April 1,1938. She was then sixty-three and he sixty-four years of age. No issue was ever born to either of them. He was the only heir at law of his wife. She owned at the time of her death the fee to the property mentioned in the will as located at 412 High Street, and she also owned a one-half undivided interest with her sister Miss Elizabeth Cary Lemly in the property located at 520 North State Street, both being in Jackson, Mississippi. Mr. McKay inherited these two properties from his wife. He owned, but not acquired from his wife, the other three pieces of real estate described in the will.

After the death of his wife he and Miss Elizabeth Cary Lemly resided in the home of Miss Lemly in Jackson. At the time he executed his will Miss Lemly was in wretched health, suffering from cancer, from which she grew progressively worse until her death October 17th, 1947. Miss Lemly’s estate aggregated approximately sixty thousand dollars. Prom the date of the death of James U. McKay to the date of the passing of Miss Lemly the executors in the will under consideration paid to her three thousand dollars for her needs and comfort.

Now, from' these circumstances and the provisions of the will, what did Mr. McKay want done with his property? What were his intentions?

*473 Aside from payment of his debts, it is clear, we think, from a reading of the will that his first and dominant intent was to care for his wife’s sister during her lifetime. He not only made express provision therefor but he directed that the income from his estate be kept separate for that purpose and that the physical property be kept in repair. There will be no division of thought upon that question, we are sure and we, therefore do not enlarge upon the discussion.

But we think it is equally clear that it was the testator’s desire and intention, after his primary purpose of caring for his wife’s sister had been accomplished, to make a final disposition of his property and to give it to those whom he designated as beneficiaries therein. He carefully named each beneficiary and selected the property each was to receive. He outlined his plan and gave reasons for making no provision for some of his blood heirs. Was this to be done only on condition Miss Lemly predeceased him? In view of his inapt expression, “But if at my death Miss Elizabeth Cary Lemly shall be dead” we must, if we carry out his intentions, do so by application of the doctrine of gifts by necessary implication.

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Bluebook (online)
40 So. 2d 281, 206 Miss. 456, 1949 Miss. LEXIS 273, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mckay-v-lemly-miss-1949.