Moseley v. Bogy

198 S.W. 847, 272 Mo. 319, 1917 Mo. LEXIS 156
Supreme Court of Missouri·Decided December 1, 1917·Published·Cited by 17 cases

Opinions

WHITE, C.

The plaintiff sued in ejectment for a one-fourth interest in certain real estate in the city [325] of St. Louis, and in a second count of the petition demanded partition of the same alleging that the plaintiff was entitled to an undivided one-fourth interest in fee simple in the premises; the defendant Bernard P. Bogy to an undivided one-half interest, and the defendant Bernard P. Bogy, Jr., to an undivided one-fourth interest. Plaintiff is the daughter, and defendant Bernard P. Bogy, Jr., is the son, of Eleanor M. Bogy, deceased, and defendant Bernard P. Bogy is the surviving husband of Eleanor M., and the father of Violet and Bernard P., Jr. Plaintiff claims under the will of her mother who died June 10, 1904. Defendant Bernard P. Bogy in his separate answer asserts his right to possession of the property in dispute, by virtue of his curtesy.

The plaintiff in reply set up the will of Eleanor M. Bogy, alleged that Bernard P. Bogy accepted its provisions, and elected to take under it, and further alleged that by such acts he was estopped to claim any interest in the real estate contrary to its provisions. The first clause of the will is as follows:

“First. Should I die leaving surviving me my husband and a child or .children, then it is my will that my whole estate, real and personal, be divided between my husband and children, in the proportion of one half to my husband and one half to my child or children. ’ ’

The third clause is as follows:

“Third. Should I die leaving surviving me neither husband nor children, then and in such event I give, devise and bequeath my whole estate, both real and personal, to my mother Ann E. Griffith.”

The fourth clause appoints Bernard P. Bogy executor and requests that he may serve without bond. The judgment of the circuit court was in accordance with the prayer of the petition.

[326] Taking Under Will and Curtesy Besides. [325] I. If it was the intention of the testatrix by the first clause of the will to give her husband an undivided [326] one-half interest in fee simple in the premises and to her children an undivided half interest in fee simple, and that intention clearly appears, then Bernard P. Bogy was put to his election. a.s to whether he would claim under the will or claim his curtesy devolved upon him by operation of law. The two claims are inconsistent. The children could not have their fee simple interest if his.curtesy should be carved out leaving them only a remainder, and he would not have a vendible, fee-simple, half interest in the property if he simply held his life estate in the whole.

The principle applicable here has been considered and discussed in all its important phases in recent adjudications of this court. The rule announced by this court may be stated thus: Where a testator by will attempts to dispose of property which the will cannot affect because by operation of the law it devolves upon another, and at the same time makes provision for such other out of property which the testator may devise, the other cannot accept the provision of the will without allowing his property to go as the will directs. [Stoepler v. Silberberg, 220 Mo. 258, l. c. 270; Wood v. Trust Co., 265 Mo. l. c. 525, and cases there cited; Lindsley v. Patterson, 177 S. W. l. c. 832; Schuster v. Morton, 187 S. W. 2.] All those oases, under varying circumstances and construing different statutes, announce the principle in similar general terms.

Intention to Create Fee Simple Estate. II. It is claimed by appellant that the will by its-terms does not attempt to dispose- of the curtesy of Bernard P. Bogy, and therefore he is not put to his election. Appellant contends with much subtlety and plausibility that the use of the expression ‘ my whole estate, real and personal, ’ ’ could not include the estate and interest of the surviving husband; and further that the testatrix under the terms of the will as a whole, and the circumstances surrounding, could not have intended to pass any estate except that which lawfully she might devise, and therefore the effect of the will was merely [327] -to dispose of the remainder after the termination of the husband’s life estate, giving the plaintiff an undivided one-fourth in that remainder.

The term “estate” as used in instruments of this character does not necessarily mean the interest which one may have in certain property; it also has a popular significance, a general significance, to which the courts sometimes give effect. When applied to real estate the word is sometimes construed to mean the testator’s specific lands and not the quantity of interest he may have in them. [Godfrey v. Humphrey, 29 Am. Dec. 621, 18 Pick. 537.] “The word estate . . . may be used to express either the quantity of interest devised or to designate the thing devised.” [Hart v. White, 26 Vt. l. c. 267; Hudson v. Wadsworth, 8 Conn. 348, l. c. 358.] The word “estate” taken in this primary sense as used in a will has been held to be synonymous with the word “property.” [Foil v. Newsome, 50 S. E. (N. C.) l. c. 598.] According to some of the dictionary definitions it may mean “fortune,” “possessions.” So it does not necessarily follow that Because the testatrix speaks of her “estate” the word must be given its restrictive meaning which would include only her specific interest in the property. It is probable that when she used the expression “my whole estate, real and personal,” it was equivalent to saying “all my real estate and personal property.” Therefore, we may gather from 'the instrument, in the light of surrounding circumstances, what was the intention of the testatrix. Having ascertained that intention the solution of the question is at hand. [Burnet v. Burnet, 244 Mo. l. c. 497.]

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Moseley v. Bogy, 198 S.W. 847, 272 Mo. 319, 1917 Mo. LEXIS 156 (Mo. 1917).

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