Methodist Hospital v. Slack

330 So. 2d 882
CourtMississippi Supreme Court
DecidedApril 20, 1976
Docket48515
StatusPublished
Cited by3 cases

This text of 330 So. 2d 882 (Methodist Hospital v. Slack) 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
Methodist Hospital v. Slack, 330 So. 2d 882 (Mich. 1976).

Opinion

330 So.2d 882 (1976)

METHODIST HOSPITAL, a Tennessee General Welfare Corporation
v.
Ann SLACK et al.

No. 48515.

Supreme Court of Mississippi.

April 20, 1976.
Rehearing Denied May 11, 1976.

*883 Holcomb, Dunbar, Connell, Merkel & Tollison, Clarksdale, for appellant.

John S. Holmes, Yazoo City, for appellees.

Before GILLESPIE, C.J., and WALKER and BROOM, JJ.

WALKER, Justice, for the Court:

This is an appeal from the Chancery Court of Yazoo County, Mississippi, which overruled appellant's general demurrer to appellees' bill of complaint seeking to remove the Methodist Hospital's claim to Chicora Plantation as a cloud on their title.

The Methodist Hospital (appellant) is the primary beneficiary named in the will of Miss Mamie M. Thomas who died testate November 18, 1958.

The appellees (complainants below) are the heirs at law of Miss Thomas.

Involved is the interpretation to be placed on the constitutional and statutory mortmain provisions of our law.

Section 270 of the Mississippi Constitution provides:

No person leaving a spouse or child, or descendants of child shall, by will, bequeath or devise more than one-third of his estate to any charitable, religious, educational or civil institutions, to the exclusion of such spouse or child, or descendants of child, and in all cases the will containing such bequest or devise must be executed at least ninety days before the death of the testator, or such bequest or devise shall be void.
Provided, however, that any land devised, not in violation of this section, to any charitable, religious, educational, or civil institution may be legally owned, and further may be held by the devisee for a period of not longer than ten years after such devise becomes effective, during which time such land and improvements *884 thereon shall be taxed as any other land held by any other person, unless exempted by some specific statute. (Emphasis added).

Section 270 of the Constitution is codified verbatim in Mississippi Code Annotated section 91-5-31 (1972) with the addition of the following paragraph:

Provided further, that within said period of ten years during which such land may be held, the charitable, religious, educational, or civil institution holding the same shall have the power and right to sell and convey the said lands so held, or any part thereof; and its deed of conveyance may be treated as passing such title thereto as was possessed by the testator, or the said land, or any part thereof, may be leased for a length of time not extending beyond the expiration of the period during which it may be legally held by the lessor institution. If such land be not sold and disposed of within the said period of ten years, then in that event, at the expiration of the said period of ten years, it shall revert to the heirs at law of the testator under whose will it was devised to the institution holding it, or to the devisees under such will, as the case may be. (Emphasis added).

The specific question presented is: May the constitutional and statutory proscription against certain institutions holding for more than ten years land devised to them be avoided by devising the land in trust to a non-proscribed institution for the benefit of a proscribed institution? The answer is no.

Mortmain in Mississippi has an interesting history, first appearing in the Code of 1857. These sections were dropped from the Code of 1880 but were included as sections 269[1] and 270[2] of the Constitution of 1890. These two sections remained both as statutory and constitutional law until repealed in 1940 and replaced by what is now section 270 of the Constitution and section 91-5-31 of the Mississippi Code of 1972. The history of mortmain in Mississippi may be found in the editor's note under sections 269 and 270, repealed, of the Constitution of the State of Mississippi and the historical references found in cases construing the law. There are thirteen Mississippi cases dealing with the subject, Blackbourn v. Tucker, 72 Miss. 735, 17 So. 737 (1895); Hailey v. McLaurin's Estate, 112 Miss. 705, 73 So. 727 (1916); Maas v. Sisters of Mercy of Vicksburg, 135 Miss. 505, 99 So. 468 (1924); Greely v. Houston, 148 Miss. 799, 114 So. 740 (1927); Anderson *885 v. Gift, 156 Miss. 736, 126 So. 656 (1930); National Bank of Greece v. Savarika, 167 Miss. 571, 148 So. 649 (1933); Wright v. Mary Galloway Home for Aged Women, 186 Miss. 197, 187 So. 752 (1939); Old Ladies' Home Assn. v. Grubbs' Estate, 191 Miss. 250, 199 So. 287 (1940); Coleman v. Whipple, 191 Miss. 287, 2 So.2d 566 (1941) construing the old law; and, Bell v. Mississippi Orphans Home, 192 Miss. 205, 5 So.2d 214 (1941); Mississippi School for the Blind v. Armstrong, 216 Miss. 348, 62 So.2d 369 (1953); Mississippi College v. May, 235 Miss. 200, 108 So.2d 703 (1959), and Crosby v. Alton Ochsner Medical Foundation, 276 So.2d 661 (Miss. 1973) construing the new law.

Early mortmain statutes had as their purpose the prevention of various evils and abuses, actual or imagined, connected with devises and bequests to charities and churches. Since such corporate bodies have perpetual existence, forfeiture and escheats were lost to the crown, taxes were lost and many feudal dues were avoided. An excellent discussion of the early purposes of mortmain (deadhand) statutes is found in Coleman v. Whipple, supra. In this country and more recently, one of the purposes of mortmain is to prevent one who would not be charitable at his own expense to be so at the expense of his heirs, Blackbourn v. Tucker, supra, another is to prevent the accumulation of excessive quantities of land in such institutions, Mississippi College v. May, supra, and another is to protect a testator's heirs from improper influences when he is in extremis, Bell v. Mississippi Orphans' Home, supra.

In 1940, when the old sections, 269 and 270 of the Constitution of 1890 and sections 3564[3] and 3565[4] of the Mississippi Code of 1930 were repealed and replaced by the present section 270 of the Mississippi Constitution and section 91-5-31 of the Code of 1972, the Legislature was, in this writer's opinion, attempting to establish a neutral ground which would prevent the so-called evils that the original mortmain laws were designed to eliminate, yet at the same time allow a testator an opportunity to aid and promote religious, educational, charitable and civil institutions by devises and bequests within certain limitations and conditions.

The present mortmain provisions of our constitution and statute contain three limitations:

(1) No more than one-third of an estate (land and personal) can be left to these institutions if the testator leaves a spouse or descendant;

(2) The will must be executed at least ninety days prior to the death of the testator if a devise or bequest to such an institution is contained therein and the testator had a spouse or descendants; and

*886 (3) Land devised to such institutions may not be held for more than ten years.

We are not here concerned with the first two provisions, the testatrix having violated neither.

THE FACTS

Miss Mamie M.

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