Owens v. Savage

518 S.W.2d 192
CourtMissouri Court of Appeals
DecidedDecember 30, 1974
DocketKCD 26716, KCD 26717
StatusPublished
Cited by11 cases

This text of 518 S.W.2d 192 (Owens v. Savage) 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
Owens v. Savage, 518 S.W.2d 192 (Mo. Ct. App. 1974).

Opinion

SOMERVILLE, Judge.

This appeal arises from an action for declaratory judgment and equitable relief tried by the Circuit Court of Harrison County, Missouri, sitting without a jury. In order to comprehend the issues on appeal, and the basis for their disposition, it is deemed necessary to initially make reference, in considerable detail, to various legal documents involved, the identity of the parties, both plaintiffs and defendants, the nature and effect of plaintiff’s petition, and the nature of the relief afforded by the trial court by the judgment rendered in favor of plaintiffs.

On March 23, 1959, Samuel F. Jones, also known as Samuel Jones, and Ida Alice Jones, husband and wife, jointly executed and published in the presence of attesting witnesses, a single written instrument captioned, “Joint and Mutual Last Will and Testament of Samuel F. Jones and Ida Alice Jones, Husband and Wife, of Harrison County, Missouri.” The preamble to said instrument, in part, recited: “ . . .by agreement with each other, and in this transaction, we do make, publish and declare the following to be our joint and mutual last will and testament, for the benefit of each other, and for the benefit of the legatees, all as herein provided. . . .”. After making provision for the payment of “our just debts and funeral expenses”, Samuel F. Jones devised and bequeathed his entire estate to his wife, Ida Alice Jones, and vice versa, Ida Alice Jones devised and bequeathed her entire estate to her husband, Samuel F. Jones. Two other provisions of the instrument, in view of their direct and important bearing on the issues, should be mentioned. Paragraph V thereof states, in part, and provides as follows, “By mutual agreement between the *194 undersigned, Samuel F. Jones and Ida Alice Jones, husband and wife, one with the other, that at the death of both of us, or should we die simultaneously, . . . the balance of said estates we devise and bequeath to the Assembly of God Bible School, C.B.I., located at Springfield, Missouri, in fee and absolutely.” Paragraph VII states and provides as follows: “We, the undersigned, Samuel F. Jones and Ida Alice Jones, husband and wife, by this instrument agree with each other that this joint and last will and testament shall remain unrevoked by either of us until the death of both of us, unless we both agree and consent with each other that this last will and testament may be revoked.” This instrument also appointed a designated executor.

On August 27, 1964, Samuel F. Jones and Ida Alice Jones, jointly signed and published in the presence of attesting witnesses a single written instrument captioned, “Codicil to the Last Will and Testament of Samuel F. Jones and Ida Alice Jones, Husband and Wife”. The preamble to this instrument, in part, recited that it was a codicil making certain changes to their “Last Will and Testament bearing date of March 23, 1959”. The referred to changes were two in number. The original joint and mutual last will and testament otherwise remained unchanged. The first change made three specific bequests, “to Naomi Funk, an adopted sister of said Ida Alice Jones, the sum of $1,000.00; to Ver-nadine Little, a niece of said Ida Alice Jones the sum of $1,000.00; to Helen Smith, a niece of said Ida Alice Jones the sum of $1,000.00.” The second change reads as follows: “By mutual agreement between the undersigned, Samuel F. Jones and Ida Alice Jones, one with the other, we eliminate paragraph 5 [V] of said original will and substitute therefor the following devise, that if we die simultaneously, or at the death of both of us, and when the executor of said original will complies with all the terms of said original will and this codicil, then and in that event, the balances of our said mutual estate we devise and bequeath to the Assembly of God Church of Hatfield, Missouri, and in the event that this said church is not in existence at the death of both of us then we devise and bequeath all of our estate to The Assembly of God Church at Bethany, Missouri, in fee and absolutely.”

Ida Alice Jones died on June 6, 1968. At the time of her death the joint and mutual last will and testament of Samuel F. Jones and Ida Alice Jones, and their joint and mutual codicil thereto, stood unre-voked. On January 11, 1969, Samuel F. Jones executed and published in the presence of attesting witnesses a written instrument declared to be his last will and testament. After providing for payment of all his “just debts and funeral expenses”, he made the following testamentary disposition of all of his real and personal property. First, he bequeathed the “sum of ($1.00) one dollar” to each of eight named brothers and sisters, J. H, Jones, W. E. Jones, Richard Jones, Henry Clay Jones, I. N. Jones, Lester Jones, Ruth Kidney and Lucy Huffman. Next, he “devised and bequeathed” all of his remaining “real and personal property” to his sister, Amy Savage. The fourth paragraph of said will was as follows: “I nominate and appoint Dean W. Hunsicker to be the Executor of this my Last Will and Testament, here by revoking all former wills by me made.”

Samuel F. Jones died on May 15, 1971. Neither Samuel F. Jones nor Ida Alice Jones left any children, natural or adopted, surviving them. Regarding the three legal documents above mentioned, all parties stipulated, as herein paraphrased, that the joint and mutual last will and testament of Samuel F. Jones and Ida Alice Jones, dated March 23, 1959, and the joint and mutual codicil thereto dated August 27, 1964, were admitted to probate as their last will and testament by the Probate Court of Harrison County, Missouri, subsequent to the death of Samuel F. Jones, but said instruments were then “superseded” by the admission to probate of the last will and *195 testament of Samuel F. Jones dated January 11, 1969.

Although the stipulation is far from clear in the following respects, the parties also apparently stipulated that the Probate Court of Harrison County, Missouri, determined that it was without jurisdiction to determine or enforce any binding contractual obligation entered into between Samuel F. Jones and Ida Alice Jones regarding disposition of their property on the death of the last to die.

In the summer or fall of 1971, the exact date being unknown because of the abbreviated transcript filed in the case, but in any event subsequent to the proceedings above that occurred in the Probate Court of Harrison County, Missouri, Larry D. Owens, Charles D. Tull, Willie Tull, Naomi Funk, Vernadine Little and Helen Smith, as plaintiffs, filed suit for declaratory judgment and equitable relief, and, thereafter, on December 20, 1971, filed a first amended petition (hereinafter referred to as the petition) likewise seeking a declaratory judgment and equitable relief, the nature and effect of which will subsequently be discussed in greater detail. Plaintiffs Larry D. Owens, Charles D. Tull and Willie Tull, as alleged in the first paragraph of the petition, were the “Pastor, Superintendent, and a member of the Board of Deacons respectively, and members thereof, of the Assembly of God Church of Hatfield, Missouri, an unincorporated religious association . . ..” and that they would “ . . .

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Bluebook (online)
518 S.W.2d 192, Counsel Stack Legal Research, https://law.counselstack.com/opinion/owens-v-savage-moctapp-1974.