Philbert v. Campbell

296 S.W. 1001, 317 Mo. 556, 1927 Mo. LEXIS 680
CourtSupreme Court of Missouri
DecidedJune 25, 1927
StatusPublished
Cited by10 cases

This text of 296 S.W. 1001 (Philbert v. Campbell) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Philbert v. Campbell, 296 S.W. 1001, 317 Mo. 556, 1927 Mo. LEXIS 680 (Mo. 1927).

Opinions

This is a statutory action in partition. The subject of the action is certain described lands, situate in Osage County, Missouri, which were owned at his death by one Thomas J. Robinson, who died testate, and whose will was made and executed on August 26, 1916, and was duly probated in the Probate Court of Osage County on March 3, 1919. Plaintiff is a half-sister of the testator. Defendant, Hattie Campbell, is a niece of testator, and is a devisee named and provided for in his will. The remaining defendants are a brother and a sister of testator, and the descendants of his deceased brothers and sisters.

The testator, Thomas J. Robinson, by his will in evidence, made certain bequests of personalty to certain named legatees, and then provided, in the fifth clause or paragraph of said will, as follows:

"I give and bequeath to my beloved wife, Iva Robinson, and my beloved niece, Hattie Campbell, nee Robinson, all of the balance of my property, both real and personal, to have and hold during their natural life, and at their death, the remaining property to be divided among my brothers and sisters, share and share alike. Should they be not living, then to their children."

Upon the construction of the foregoing paragraph or clause of the will, this action hinges. The cause was tried upon the following agreed statement of facts:

"Thomas J. Robinson, testator in this will, and Iva Robinson, his wife, and Hattie Campbell, devisees in said will, composed his family. Testator had no children born of the marriage. Hattie Campbell was testator's niece and lived with him and his wife practically all of her life, going there when a child, and was living with deceased at the time of his death. His wife died prior to death of T.J. Robinson. Testator's brothers and sisters did not visit with deceased, nor he with them, in his lifetime. The wife of said testator was, for many years prior and up to her death, in ill health and an invalid. Testator and his wife were very much attached to said Hattie Campbell. And said testator left about $20,000, consisting of real and personal property, now of the value of $15,000. Said Hattie Campbell kept house and waited upon testator and his wife until their death, for more than forty years. Said Hattie Campbell and said Iva Robinson never had any means of support of their own at the death of said testator, and, at the time of the making of said will, Hattie Campbell was about fifty years old. Said plaintiff is a half-sister of Thomas J. Robinson, the testator, who, at his death, owned the lands in question, and is an old *Page 561 woman 67 years old and without means of support. Said testator, his wife and niece were all kind and affectionate toward each other."

Testimony was adduced that the real estate in question is not susceptible of division in kind among the parties in interest.

The petition alleges, in substance, that plaintiff and the defendants are the owners in fee and tenants in common in and to the described lands, subject to an estate for life of said Hattie Campbell in and to an undivided one-half thereof; that said Thomas J. Robinson, deceased, is the common source of title and that, by his last will and testament, he made the residuary bequest and devise as set out in the fifth clause of his will aforesaid; that said Iva Robinson, wife of the testator, predeceased the testator, said Iva Robinson having died on January 5, 1919, and the said testator, Thomas J. Robinson, having died on February 25, 1919; that plaintiff is a sister of testator, and that defendants are respectively the brother, the sister, and the children of deceased brothers and sisters, of testator; and that one-half of the described lands cannot be divided in kind without great damage and injury to the parties in interest; wherefore, judgment is prayed decreeing a sale of said one-half of the described lands and for the distribution of the proceeds arising therefrom among the parties entitled thereto according to their respective rights and interests, and for such other orders as the court might deem just and proper.

Defendant, Hattie Campbell, answered, denying generally all of the allegations of the petition, and alleging further in the answer that "said land cannot be partitioned for the reason that a partition of said land would be against the intention of Thomas J. Robinson, the testator, as expressed in his last will and testament."

A guardian ad litem was appointed for Vernon Brock, an infant defendant, and said guardian filed an answer on behalf of his said ward, denying generally the allegations of the petition, and alleging further that "said land cannot be partitioned until after the death of Hattie Campbell, life tenant, for the reason that partition of the land would be contrary to the intent of the testator, Thomas J. Robinson, as expressed in his last will and testament." The remaining defendants made default.

At the close of the trial, the court announced his finding and conclusion, as follows: "I think from all the testimony, or from all the circumstances concerning this case and from the general directions of the will, and from the fact you have to take into consideration, in construing this will, that there was personal property as well as real estate, when you take all that into consideration, the personal property as well as the real estate, the fact that these people were all living as one family, and had been for a number *Page 562 of years, I think they are joint tenants." The trial court thereupon entered judgment in favor of defendants and against the plaintiff, denying partition of any part of the lands in question. Motion for a new trial was timely filed by plaintiff and overruled by the trial court, and plaintiff was allowed an appeal to this court.

It will be observed that the trial court, prior to the entry of judgment, expressed the conclusion that the fifth clause or paragraph of the will of Thomas J. Robinson created a joint tenancy in the devisees therein named, Iva Robinson and Hattie Campbell, and that, Iva Robinson having predeceased the testator, the surviving devisee, Hattie Campbell, thereupon becameJoint vested with, and took, an estate for life in all of theEstate. property, both real and personal, devised and bequeathed under said fifth clause or paragraph of the will of Thomas J. Robinson. The plaintiff and appellant, Lucy Philbert, takes the position that, by the fifth clause of his will, the testator devised a life estate in common to the two devisees therein named, Iva Robinson and Hattie Campbell, thereby making them tenants in common (had they both survived the testator) in and to the life estate in the realty devised in and by said fifth clause of the will; and that, if a tenancy in common was so created, and Iva Robinson having predeceased the testator, either the devise made to Iva Robinson lapsed, or the moiety or share devised to her passed to the residuary devisees named in said clause, to-wit, the brothers and sisters, if living, of the testator, and the children of such brothers and sisters, respectively, of the testator who are not living, without any right, interest, or life estate of Hattie Campbell in such moiety by virtue of her survivorship.

The will of testator must be construed, and his intention as expressed in the will must be arrived at and determined, in the light of the statutes of this State existing at the time of the making of the will and the death of testator, for the testator must be presumed to have had knowledge of the existing statutory law, and to have made his will in the light of, and subject to, the existing statutory law. [28 R.C.L. 233, sec. 193; 40 Cyc. 1385.]

The statute of this State (Sec. 2273, R.S. 1919) provides:"Every interest in

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Bluebook (online)
296 S.W. 1001, 317 Mo. 556, 1927 Mo. LEXIS 680, Counsel Stack Legal Research, https://law.counselstack.com/opinion/philbert-v-campbell-mo-1927.