Simpson v. Corder

170 S.W. 357, 185 Mo. App. 398, 1914 Mo. App. LEXIS 725
CourtMissouri Court of Appeals
DecidedNovember 3, 1914
StatusPublished
Cited by2 cases

This text of 170 S.W. 357 (Simpson v. Corder) 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
Simpson v. Corder, 170 S.W. 357, 185 Mo. App. 398, 1914 Mo. App. LEXIS 725 (Mo. Ct. App. 1914).

Opinion

REYNOLDS, P. J.

This is a suit to construe the will of one Oscar Simpson, deceased. It is charged that • defendant Corder has wholly neglected and refused to care for, support and maintain plaintiff and still refuses to care for, support and maintain her, as provided under the terms of the will and that plaintiff is entitled to an annuity in the sum of $240 per annum, or the gross sum of $1142.40, for her interest in the estate, ‘ ‘ as under the table of mortality is made and provided. ” “Wherefore plaintiff prays the judgment of this court construing said last will and testament, and'for a judgment and decree against this defendant in the sum of $1142.40, as for the value of the interests of said plaintiff in the lands in said will described. ’ ’

The answer, prefaced with a demurrer to the petition on the ground that it does not state facts sufficient to constitute a cause of action, admits that O'scar Simpson died, as stated, in February, 1908, leaving the will set out in the petition and that it was duly admitted to probate on the 29th day of February, 1908, but denies every other allegation in the petition.

The will referred to sets out that the testator, a bachelor, residing in Concord township, Washington [401]*401county, Missouri, being of sound mind, etc., revoking all former wills, publishes this as his last will and testament. After expressing the desire that all of his just debts be paid, he gives and bequeaths to his half sister, Emily Simpson (plaintiff here), all his household goods and effects. The third clause is as follows: ■‘I give and bequeath to my friend Charles Corder (defendant), who has lived with me from childhood, my farm of 129.50 acres (describing it), together with all my live stock, farming implements and other chattels not heretofore disposed of. This bequest is made in consideration of the services the said Charles Corder has rendered me in the past and upon his promise to take care of and provide for my half sister, Emily Simpson (plaintiff), during the rest of her natural life, and defraying all expenses of her last sickness and proper burial. ’ ’

The fourth clause appoints Charles Corder executor, waiving bond.

The trial was to the court, as in equity.

At the conclusion of the evidence, the court, setting out the will and finding it had been probated found, adjudged and decreed that by the terms of the will, in so far as it relates to the interest of plaintiff, plaintiff took title absolute to all household goods and effects belonging to testator at his death; that under the third clause of the will defendant took a fee in the real estate, describing it, “subject to and charged with the equitable lien of Emily Simpson, plaintiff herein, for her care, support and maintenance during her natural life and for defraying the expenses of her last sickness and proper burial. ’ ’ It further found that the present gross value of the real estate is $1800 and that the present gross value of the life estate of Emily Simpson in the above described real estate, in the form of an annuity is $476.22, “as is provided for in section 8499, Revised Statutes 1909, and according to the Car-[402]*402lisle tables of mortality. And the court doth further find that the probable cost and expenses of defraying the last sickness and proper burial of Emily Simpson to be $100. It is therefore ordered, adjudged and decreed by the court that the plaintiff, Emily Simpson, have judgment against the defendant, Charles Gr. Corder, for the sum of $576.22, with interest at the rate of six per cent per annum, dating from the 19th day of June, 1913, the date of the filing of the petition herein, together with all her costs in this behalf expended, and that execution issue therefor. ’ ’

Interposing a motion for new trial as well as one in arrest of judgment and excepting to the action of the court in overruling these motions, defendant perfected his appeal to this court.

That under the terms of the will of Oscar Simpson, plaintiff took title to the personal property, that is to say the household goods and effects, is clear. That defendant took the real estate described, together with the live stock, farming implements an$ other chattels not otherwise disposed of by the will, charged with the trust in - favor of Emily Simpson, is equally clear. The bequest, as it is called, obviously not using that word in its technical sense, for there is not only a bequest of personalty but a devise of realty, is recited to be in consideration of the services Charles Gr. Corder had rendered the testator in the past, “and upon his promise to take care of and provide for my half sister, Emily Simpson, during the rest of her natural life, and defraying all expenses of her last sickness and proper burial.” This was a trust imposed not only upon Corder personally, but also upon the property, which followed the property and remained on it during the life of Emily Simpson.

A precatory trust is defined to be “a trust created by certain words, which are more like words of entreaty and permission than of command or certainty.” [Black, Law Dictionary (2 Ed.).] The words [403]*403here used are not mere words of entreaty or permission hut are in the nature of a positive command — in fact the devise is made, in part, upon the promise of the devisee and legatee that he would take care of, etc., the plaintiff. They are “a condition for the benefit ’of a person, without any expressed indication that its breach .shall work a forfeiture of the estate, (and) should be regarded as creating a trust or charge upon the land in such person’s favor, to be enforced as other trusts and charges, and not as a limitation upon the estate devised.” [30 Am. & Eng. Ency. (2 Ed.), p. 798.]

The question as to whether words used are to be considered as creating precatory trusts has been before our courts in many cases. As see In the matter of Schmucker’s Estate v. Reel, 61 Mo. 592; Noe v. Kern, 93 Mo. 367, 6 S. W. 239; Murphy v. Carlin, 113 Mo. 112, 20 S. W. 786; Cross v. Hoch, 149 Mo. 325, 50 S. W. 786; Stewart v. Jones, 219 Mo. 615, 118 S. W. 1. In these cases it was held that such trusts were created.

In re McVeigh’s Estate, 181 Mo. App. 566, 164 S. W. 673, and Snyder v. Toler, 179 Mo. App. 376, 166 S. W. 1059, the words used were held not "to create such a trust. These two cases last cited discuss the matter so fully that it is not necessary to go into this branch of the subject any further, it being sufficient to say that the words here used clearly imposed a trust upon the property, charging it with the amount necessary “ to take care of and provide for . . . Emily Simpson, during the rest of her natural life, and defraying all expenses of her last sickness and proper burial. ’ ’

So far, therefore, the action of the trial court in holding this to be a trust upon the property in the hands of defendant is correct.

But when we come to consider the action of the learned trial judge in awarding a sum in gross, apparently in commutation of the present worth of the life estate of plaintiff in this land, we are unable to [404]*404agree with his conclusion. In the first place the sum allowed strikes us as grossly in excess of the value of the property. The testator, according to the undisputed testimony, paid $900 for this property. The witnesses permitted to testify as to its value put it at from twelve to eighteen hundred dollars. When defendant went into possession, only about twenty acres were in cultivation, and he put in about six acres more.

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Bluebook (online)
170 S.W. 357, 185 Mo. App. 398, 1914 Mo. App. LEXIS 725, Counsel Stack Legal Research, https://law.counselstack.com/opinion/simpson-v-corder-moctapp-1914.