Methodist Episcopal Church v. Thomas

145 S.W.2d 157, 235 Mo. App. 671, 1940 Mo. App. LEXIS 86
CourtMissouri Court of Appeals
DecidedDecember 2, 1940
StatusPublished
Cited by1 cases

This text of 145 S.W.2d 157 (Methodist Episcopal Church v. Thomas) is published on Counsel Stack Legal Research, covering Missouri Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Methodist Episcopal Church v. Thomas, 145 S.W.2d 157, 235 Mo. App. 671, 1940 Mo. App. LEXIS 86 (Mo. Ct. App. 1940).

Opinions

CAVE, J.

This is a suit brought by the Methodist Episcopal Church of Marceline and the members of its Board, praying for a construction of the will of J. C. Bell, deceased. The defendants, appellants, by a proper pleading, joined in the request for the- construction of such will. Eliminating the formal parts, the contents of the will are as follows: . . :

“First: I order and direct that my Executrix hereinafter named pay all my just debts and funeral expenses as soon after my decease as conveniently may be.

“Second: After the payment of such funeral expenses and debts, I give, and bequeath to my Executrix, as Trustee of the Bell Cemetery on my home farm, the sum of One hundred ($100.00) .dollars for the upkeep of the cemetery.

*674 “Third: I give and bequeath to the Methodist Episcopal Church of Marceline, Mo., the sum of One thousand ($1000.00) dollars, to be used or invested by the Board of Trustees where it will do the church the most good.

“Fourth: I give and bequeath to Mr. W. A. Thomas and his wife, Mrs. Judith Thomas, all of the remainder of my personal property of every kind. I intend this bequest to include all of my livestock and farming implements, all money, notes and mortgages, including the $2400.00 loan I hold on their farm, and all of my life insurance money which is payable to my estate, and any other personal property that I may own at the time of my death.

“Fifth: I give, bequeath and devise to Mrs. Bernice Elizabeth Mobley of Marceline, Mo., the North half of the Southeast quarter of Section fifteen, in Township Fifty-six, Range eighteen, containing eighty acres, in Chariton County, Missouri.

“Sixth: I give, bequeath and devise to Vern Henry Thomas, son of W. A. Thomas of Chariton County, Mo., the Southwest quarter of the southeast quarter, and the South-east quarter of the Southwest, all in Section fifteen, Township Fifty-six, Range eighteen, containing eighty acres, in Chariton County, Missouri.

“Seventh: I give, bequeath and devise to my sister-in-law, Miss Yerlie Redding, the West half of the North-west quarter and the West half of the Southeast quarter of the Northwest quarter, all in Section fifteen, Township Fifty-six, Range eighteen, containing one hundred acres, in-Chariton County, Missouri.

“Eighth: I give, bequeath and devise to Mr. W. A. Thomas and his wife, Mrs. Judith Thomas, of Chariton County, Missouri, the West half of the Northeast quarter of Section twenty-eight, Township Fifty-six, Range eighteen, containing eighty acres, in Chariton County, Missouri.

“I have made the foregoing gifts to Mr. and Mrs. W. A. Thomas and their son and daughter on account of the many kindnesses shown to me and to my mother who was sick and in poor health for so many months.”

The will was written and signed 'on February 22, 1933. The testator died on April 2, 1937. In due time the will was admitted to probate in the Probate Court of Chariton County, and Mrs. Judith Thomas, one of the defendants (appellants), was appointed executrix. Thereafter, this suit was brought. The parties joined as defendants were Judith Thomas, 'as Executrix of the will, and Judith Thomas and W. A. Thomas, as legatees under the Fourth and Eighth Items of the will. The cause was tried in the Circuit Court of Chariton County, and the court rendered judgment for the plaintiffs and against the' defendants; holding in effect that the sum of $1000 should be paid to the Methodist Episcopal Church prior to the receipt by defendants W. A. Thomas and Judith Thomas of any articles or *675 sums of money under and by virtue of tbe provisions of the Fourth Article of said will, and that the second sentence of the Fourth Article of said will was not intended by the testator to be a specific bequest of the items of personal property therein mentioned, but was intended by him to be a general description of the personal property of his estate. An appeal was perfected to this court.

The trial court considered there was sufficient ambiguity and uncertainty in the language of the will as to justify the hearing of oral testimony in aid of a proper construction of the will.

It appears from such oral testimony that testator, J. O. Bell, was a farmer living in Chariton County, and had been reasonably successful in a business way. He had no children. His wife and his mother and father had predeceased him, leaving only distant relatives. For a number of years testator’s mother was an invalid, and his wife in poor health. During this period of time, the appellants Judith Thomas and her husband, were close neighbors and for a number of years were of great assistance to the testator in the care and attention which his mother and wife required. After the death of the wife and mother, he lived in the home of appellants Judith Thomas and W..A. Thomas for some time before his death. They gave him every care and attention, apparently treating him as though he were a member of their own family.

It further appears from this oral testimony that a short time before the signing of the will, the deceased visited the office of J. A. Collet, an attorney at Salisbury, who. had been a life-long friend and attorney for the deceased and his father. At the time of that visit, testator told Mr. Collet that he wanted him to prepare his will, but Mr. Collet was busy at that particular time and the testator was in a hurry to go home, and promised to return at a later date. However, during that short conference, the testator told Mr. Collet that he, the testator, had a note signed by the Thomases, and secured by deed of trust on their land, and he wanted to make sure that that note would not have to be paid by them. That he wanted to make some other bequests that he felt obliged to make and that he was going to undertake to substantially reward the Thomases for their kindnesses. Testator did not return to Collet’s office, but some time thereafter called to see his banker, H. E. Trader, at Marceline. At that time, he discussed with Mr. Trader the matter of writing his will, and Trader suggested that he have his attorney do it. Shortly thereafter, testator became ill and was taken to a hospital at Marceline. While there, he had his friend and neighbor, Mrs. Thomas, request Mr. Trader to come to the hospital and prepare his will. Trader did so, but told testator that he would want the will sent to Mr. Bell’s attorney, Mr. Collet, for approval. The will was prepared and signed as above set out, and some one sent it to Collet for examination.

It will be kept in mind that the will was prepared and signed on *676 February 22, 1933. Testator recovered from his illness and did not die until April 2, 1937. There were no changes made in the will during that four-year period.

At the trial of the case, the will was read in evidence and the final settlement of the Executrix, which was filed in the probate court, but not approved by that court before this suit was filed, was admitted.

After the payment of his debts and the e'osts of -administration, there was not sufficient personal property to pay the Methodist Church its bequest of .$1000, and also deliver to the Thomases their note of $2400, referred to in the Fourth Item of the will.

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Bluebook (online)
145 S.W.2d 157, 235 Mo. App. 671, 1940 Mo. App. LEXIS 86, Counsel Stack Legal Research, https://law.counselstack.com/opinion/methodist-episcopal-church-v-thomas-moctapp-1940.