Patterson v. Humphries

58 So. 772, 101 Miss. 831
CourtMississippi Supreme Court
DecidedOctober 15, 1911
StatusPublished
Cited by2 cases

This text of 58 So. 772 (Patterson v. Humphries) 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
Patterson v. Humphries, 58 So. 772, 101 Miss. 831 (Mich. 1911).

Opinion

Cook, J.,

delivered the opinion of the court.

Appellant filed a bill in the chancery court of Lowndes county asking a construction of her father’s will. The appellee, Mrs. Fannie M. Humphries, was made executrix of the will, and by the terms of the will she was devised a life interest in the entire estate of the testator, her husband, “subject to the limitations hereinafter fixed.” Appellant was the daughter of the testator by a former marriage, was married, and residing in the state of Maryland at the time of testator’s death. Appellant, who was complainant below, charged in ber bill that item fourth of her father’s will was mandatory, and should be construed to mean that she was entitled to a legacy of three hundred dollars per annum, dependent alone upon her becoming “dependent and in need.” The bill charges that “her condition in life for years has been one of want, poverty, and dependence, coupled with an incurable disease and intense physical suffering; that since the death of her father she has been continuously in need of money, and that she is now financially embarrassed;” and further, that she has never received one dollar from her father’s estate. She further says that her husband had some years ago suffered an almost fatal injury, and in consequence he is unable to support her. From the allegations of the bill it appears that the estate was very valuable, consisting of fertile and valuable plantations, money, and handsome city property. To this bill a demurrer was interposed, assigning one ground why the executrix should not be required to answer, viz.: “There is no equity on the face of the bill.' Said bill does not charge any facts entitling complainant-to relief.”

[839]*839Item fourth of the will reads as follows: ‘ ‘ Should my -daughter, Mrs. Mary Patterson, become dependent and in need, I charge my wife out of the body of my estate to -extend her such aid as the income, in justice to herself and the other dependent members of my family, enables her to do, but not to exceed three hundred dollars ($300.00) per annum, payable in such sums and at such times as may be most convenient, but said payments to «ease when the necessity no longer exists.” Of course, the allegations of the bill must be taken and considered as literally true, and, when so considered, do the facts stated and admitted entitle complainant to any relief?

The complainant was not a member of the father’s household at the time of his death, or at the time the will was written. She, having married, was residing in Maryland with her husband, and, so far as the allegations of the bill disclose the facts,- she was in good health and living in comfort when the will was written. As she sues by next friend, we are permitted to infer that she was a minor at the time the bill was filed, although the hill does not so state. The executrix of the will, and -owner for life of the entire estate, was not the mother -of complainant, but had a family of her own. The family mansion — for mansion it was, according to the bill— is occupied by the executrix and her family, and they are -enjoying the income and usufruct of a valuable and pro-ductive estate. On the other'hand, the only and beloved daughter of her father, the pledge of another and earlier love, is far away in Maryland, incumbered with the care .and sorrow of a crippled husband, herself suffering from an incurable disease, and her body racked by the pangs -of physical pain. The gaunt wolf of poverty stands at -the door of this young woman, the daughter of a distinguished lawyer, who, in his last will and testament ■“charged” his executrix “out of the body of my estate” to extend to her a helping hand whenever misfortune, poverty, and dependence should overtake her. Has the [840]*840time arrived when aid is needed, when even the grudging hand of stinted charity would recognize a deserving case?

Certainly it was not, and is not, contended that the conditions provided for by the will are not present. Then why should not a court of conscience require an answer to this bill? The reasons are given by the brief and argument of counsel for appellee, and may be reduced to one theory, i. e., the will leaves to the executrix the sole discretion of determining when the income of the-estate runs beyond the needs of herself and the younger members of the family. Upon her judgment of the needs-of herself and family the needy and afflicted daughter-must depend, and when the executrix decides that question adversely to the appellant, it was the intention of the testator that no court should have the power to review her decision, no matter how unjust and how unwise it might be. In a nutshell, although it is admitted that, this afflicted daughter is in dire need and suffering all the ills which follow grinding poverty, coupled with physical suffering, and although it is admitted that the estate is large and valuable, the door is closed, and the courts cannot enter, because, by the will, the executrix is clothed with the power to render a decree from which there is no appeal this side of Heaven.

If the position of counsel is correct, if their construction is the proper construction of the will, their conclusions cannot be shaken. The intention of the testator is the law which must govern the courts, and this intention must be gathered from the words employed by the testator in writing his will. The courts cannot make a. will. That power rests with the testator to direct and control his estate, so long as he does not undertake to accomplish sometliing forbidden by the laws and public-policy of the state. There can be no difference about the canons of construction. The intent of the testator as-expressed in the will must be the sole guide of the courts.

[841]*841We have quoted item fourth (and now direct the reporter to print the entire will in his report of the case), •and we will now refer to the last clause of item 2, reading as follows, viz.: “Should the income of my’estate permit, of which I constitute my executrix the judge, I -desire aid extended any member of my family who may be overtaken by adversity.” Here the testator expressed a desire that any member of his family overtaken by adversity should be aided out of the income; but he also expressly confers upon his wife the power to decide when the income will permit this desire to be carried into effect. In this item he was providing for any member' of his family overtaken by adversity, and he uses the words “I desire,” and goes still further and says to his executrix, You shall be the judge of whether the income will permit this be done.

He had just provided for the younger members, and this, of course, referred to the others. But did it refer to complainant in this bill?. We think, not. The will clearly recognizes as the family those members who were at home in Mississippi, and, when testator speaks of “ my family,” it is evident that he had.in mind the children at home; and if adversity should overtake any of that group, he expresses a desire that aid be extended to them out of the income of the estate, leaving to his executrix to decide whether or not the income would permit this to be done.

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Bluebook (online)
58 So. 772, 101 Miss. 831, Counsel Stack Legal Research, https://law.counselstack.com/opinion/patterson-v-humphries-miss-1911.