Pate v. Evans

97 So. 2d 737, 232 Miss. 6, 1957 Miss. LEXIS 439
CourtMississippi Supreme Court
DecidedNovember 4, 1957
Docket40559
StatusPublished
Cited by9 cases

This text of 97 So. 2d 737 (Pate v. Evans) 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
Pate v. Evans, 97 So. 2d 737, 232 Miss. 6, 1957 Miss. LEXIS 439 (Mich. 1957).

Opinion

*12 Ethridge, J.

Appellees, complainants in the trial court, Mrs. Ola Cooley Evans, et al, brought this suit in the Chancery Court of Covington County against appellants-defendants, Mrs. Mollie Hodnett Pate, et al, to remove clouds on their title to certain lands. The issues are concerned with a plea of res judicata and the construction of a will.

Complainants are the children of J. H. Cooley by his first wife, who died in 1907. In 1908 he married Mrs. Aleñe Cooley and they lived together as husband and wife until his death testate in 1938. His survivors were his wife, four children, and the children of a previously deceased daughter.

*13 J. H. Cooley’s will was admitted to probate in 1938 by a decree of tbe chancery court. Pertinent parts of it provided: “It is my will that my wife Aleñe Cooley have and take all real and personal property of every kind and description, except such cash as may be left after paying funeral and medical expenses, with the following condition:

“That the said Aleñe Cooley shall have all real and personal property left by me, so long as she shall remain my widow; that in the event of her remarriage, then in that event, all such real and personal property shall descend to my heirs, as provided by the law on Descent and Distribution. ’ ’

The 1938 decree admitting the will to probate appointed the executor named in the will and appraisers to value the personal property. The estate was relatively small, and after the usual appraisal, administration, and payment of legacies, the executor filed a final account, a copy of which is not in the record. As required by Code 1942, Sec. 640, processes were issued and served upon all of testator’s heirs, complainants in this action, to show cause why the executor’s final account should not be allowed and approved. They did not contest approval of the final account. On June 10, 1939, the chancery court entered a decree approving it. The decree recited that, after paying debts, the estate had a stated balance of money on hand; and that all real and personal property had been delivered to the widow in accordance with the will. It directed the executor to pay court costs and other named expenses, and pay the remainder of the funds in the executor’s hands to the widow, Mrs. Aleñe Cooley. Finally, the decree recited “that in accordance with the dictates of the will of deceased, the title to all personal property, and all cash and the real estate, described as NE14 SE1^ and SEI4 NE% Section 33 Township 7, North Eange 14 West in Covington County, Mis *14 sissippi, be and the same is hereby vested completely in Mrs. J. H. Cooley.”

Mrs. Aleñe Cooley died intestate in October 1955. She never married again. In March 1956 the heirs of J. H. Cooley, his children and grandchildren, filed this suit to cancel any claims asserted by defendants-appellants with respect to the real estate devised by J. H. Cooley. Defendants are the heirs or blood relatives of Mrs. J. H. or Aleñe Cooley. In their answer they contended that the will of J. H. Cooley vested a fee simple title to the land in his widow, defeasible only if she married again; she never remarried, and therefore, as her heirs, defendants inherited her fee simple title to the real property. They also pleaded in paragraph VIII that the decree of June 10,1939, in which the court approved the final account of J. H. Cooley’s executor and terminated administration of his estate, constituted res judicata upon the issue of the effect of the will.

The chancery court sustained complainants ’ motion to strike paragraph VIII of the answer, because the 1939 decree showed on its face that it was not res judicata upon the issue in this case. No testimony of any value was offered upon the hearing. The case was submitted to the chancery court largely on documentary evidence, and its final decree cancelled defendant’s claims to the land. The decree adjudged that the will of J. H. Cooley gave his widow a life estate in the lands, with remainder to his heirs, and that an estate in fee simple vested in his heirs, complainants-appellees, upon the life tentant’s death in 1955. Defendants appealed from that decree.

First. For two reasons the decree of June 10, 1939, approving the executor’s final account and terminating administration of the estate, was not res judicata as to the effect of the devise of realty in J. H. Cooley’s will. The plea of res judicata, as set forth in paragraph VIII of the answer, was insufficient on its face to show that construction of the will, insofar as it affected testa *15 tor’s land, was an issue in the former proceeding of administration of the estate.

The burden to properly plead and prove a defense of res judicata is upon the one invoking it. The existence and contents of a judgment, sought to he made available as a basis for the application of this doctrine, must be proved by offering in evidence the record, or a copy of it. Appellants did not do this. The reason for this requirment is that the plea must clearly show the issues and questions involved in the former proceedings, so as to demonstrate that those now presented existed in the former case and were adjudicated. Viator v. Stone, 201 Miss. 487, 29 So. 2d 274 (1947). The summary of paragraph VIII of the answer, pleading res judicata and outlining the pleadings in the administration of Cooley’s estate, show in fact that construction of the will as to land was not an issue in that proceeding.

The essentials necessary to constitute res judicata are (1) identity in the thing sued for; (2) identity in the cause of action; (3) identity of persons and parties to the action; and (4) identity of quality in the persons for and against whom the claim is made. Tobias v. Tobias, 83 So. 2d 638 (Miss. 1955); Rawlings v. Royals, 214 Miss. 335, 58 So. 2d 820 (1952). The plea of res judicata failed to show any identity of issues concerning the thing or right sued for and the cause of action or subject matter. The plea in fact reflected that the decree of 1939 was made merely in the administration of a solvent estate.

It affirmatively shows that the estate was solvent, with no need to have recourse to the land as an asset with which to pay debtors, and that construction of the will as to its effect upon testator’s land was not properly an issue in administration of the estate. So, in addition to the deficiencies in the pleading itself and the evidence thereon, construction of the will as to the land was not an issue in the final accounting. The statutes provide the *16 duties and powers of an executor. Under Code 1942, Sec. 517, lie has the right to possession of all of the personal estate of deceased, unless otherwise directed in the will. The assets of an estate consist of the personal property, choses in action, and money of the deceased. Sec. 539.

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Bluebook (online)
97 So. 2d 737, 232 Miss. 6, 1957 Miss. LEXIS 439, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pate-v-evans-miss-1957.