Ray v. Nethery

255 S.W.2d 817
CourtSupreme Court of Missouri
DecidedMarch 9, 1953
Docket42949
StatusPublished
Cited by17 cases

This text of 255 S.W.2d 817 (Ray v. Nethery) 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
Ray v. Nethery, 255 S.W.2d 817 (Mo. 1953).

Opinion

255 S.W.2d 817 (1953)

RAY
v.
NETHERY et al.

No. 42949.

Supreme Court of Missouri, Division No. 1.

March 9, 1953.

A. H. Garner, Roy Coyne and Ray E. Watson, Joplin, for appellants.

Norman, Foulke & Warten, Joplin, for respondent.

HOLLINGSWORTH, Judge.

This is a declaratory judgment action involving the will of Nettie Lee, a widow with no descendants, who died a resident of Jasper County, Missouri, on the 2nd day of August, 1950, owning real property of an inventoried value of $5400 and personal property of an inventoried value of $4851.31. The will was executed on February 8, 1947. With the exception of $5 bequeathed to one Howard Keiker Lee, and which bequest is of no further concern in this case, the disposition of all of *818 Mrs. Lee's property is provided for in the third clause thereof, as follows:

"Third: I hereby devise, bequeath, and give to the party or parties, whoever they may be, who take care of me during my last sickness, and sees that I am properly cared for, as I am now practically an invalid, and must have some care. And whoever the party, or parties are that come into my home and take care of me, and provide for me, I desire that the court declare said party or parties who establish the fact that they have cared for me in my last sickness, to take all of my property, real, personal, or mixed, in payment of, and for their services in so taking care of me * * *."

Following probate of the will, plaintiff-respondent brought this action against the heirs of Mrs. Lee, Howard Keiker Lee and the administratrix with will annexed of Mrs. Lee's estate. The petition alleged that in March of 1950, at the request of Mrs. Lee, plaintiff entered her home and thereafter cared for her during her last illness which continued until her death on August 2, 1950, whereby he became the person designated in the third clause of her will as the residuary beneficiary of her will; and prayed judgment declaring him the legatee of her personal property and devisee of her real property. Defendants Ruth Nethery, both as a niece of Mrs. Lee and as administratrix of her estate, Fred W. Bridges, a brother, and Mildred Holt and Jewell Bridges, nieces, filed separate answers, all of which, in effect, were denials of the grounds upon which plaintiff based his claim as beneficiary. All other defendants defaulted.

Upon trial of the issues the court found that the allegations of plaintiff's petition were true, but that defendant, Fred W. Bridges, (who, it should be here noted, did not in his answer seek any share of the estate) rendered some services to testatrix during her last illness and should also take of her property; and that the proportions in which plaintiff and Fred W. Bridges should share were: plaintiff, two-thirds; Fred W. Bridges, one-third. Judgment was entered accordingly. The answering defendants appealed; plaintiff did not.

In their "points and authorities", appellants assert: (1) That since the third clause of the will did not confine the beneficiary or beneficiaries therein contemplated to the heirs of testatrix the petition "should have been directed against any known claimants and also against any unknown claimants"; (2) that the greater weight of the evidence shows plaintiff did not qualify as a beneficiary under said third clause; and (3) that assuming that both plaintiff and Fred W. Bridges qualified as beneficiaries, the court erred in apportioning the estate two-thirds to plaintiff and one-third to Bridges.

Prior to discussion of the aforesaid assignments, it is necessary that we determine whether this court has jurisdiction of the appeal. The parties have agreed that jurisdiction is vested here on the ground that more than $7500 is involved, but we think the record does not affirmatively show that to be the fact. Other than the inventory and settlements filed in the probate court, there is no evidence in the record as to the net distributive value of the estate. The inventory, as stated, showed a gross value of $10,251.31. The "second" (and apparently the last) settlement shows a balance, including real estate, in the sum of $9,519.68. But the amount actually in controversy between the parties hereto is the value of the portion awarded plaintiff, which was only two-thirds of $9,519.68. This, for the reason that in their brief appellants admit that "We think the court was correct in its finding as to Fred W. Bridges." Now, while it is true that Fred W. Bridges, by his answer, sought to recover no part of the estate, yet the court awarded him one-third interest therein, his co-appellants concede his right thereto, and plaintiff did not appeal from that judgment. Hence, as between the parties, only that portion of the estate awarded plaintiff is involved, which as above shown is less than $7500.

We are convinced, however, that jurisdiction is vested in this court on the ground that title to real estate is directly involved.

*819 Unless and until some person establishes that he is the qualified beneficiary under the third clause of Mrs. Lee's will, it is wholly inoperative as to the residue of her estate, and eventually must fail if that fact is not established. In the latter event, defendants as the heirs of Mrs. Lee would become the owners of the real estate of which she died seized. It seems quite clear, therefore, that this suit by which plaintiff sought to have the will declared operative as to him and to invest title to all of the real estate in him and by which he recovered a judgment investing him with an undivided two-thirds interest therein, thereby divesting to that extent the interest to which defendants as Mrs. Lee's heirs would have succeeded but for the will becoming operative, directly involves title to real estate within the meaning of Section 3, Article V, of the Constitution of Missouri, V.A.M.S., which defines our jurisdiction. Nettleton Bank v. McGauhey's Estate, 318 Mo. 948, 2 S.W.2d 771; State ex rel. Pemberton v. Shain, 344 Mo. 15, 124 S.W.2d 1087. See also Love v. White, Mo. App., 150 S.W.2d 494; Id., 348 Mo. 640, 154 S.W.2d 759.

Moreover, the petition herein prayed that plaintiff "take all of the property, real, personal or mixed, of the said Nettie Lee, deceased, as in her last will and testament provided"; and the judgment rendered declared that plaintiff be "vested with an undivided two-thirds interest in and to the real estate of testatrix". Our decisions are clear that where the judgment sought would take or the judgment rendered does take title to real estate from one party and invest it in another jurisdiction of the appeal lies in this court. State ex rel. Brown v. Hughes, 345 Mo. 958, 137 S.W.2d 544; Taylor v. Hughes, 363 Mo.—, 251 S.W.2d 94. That is precisely what the judgment sought and the judgment rendered in this case did.

Appellants' contention that other persons, known or unknown, who claimed or might claim some interest under clause three of the will, should have been made parties defendant herein makes its initial appearance in this court. No pre-trial motion or answer to that effect was filed in the trial court. Neither is it mentioned in the motion for new trial.

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Bluebook (online)
255 S.W.2d 817, Counsel Stack Legal Research, https://law.counselstack.com/opinion/ray-v-nethery-mo-1953.