The Estate of Charles James Bell, Jr. v. The Estate of Sarah Dell Mann Bell, Nita Jean Simpson Henry, Lidell Mann Simpson, James Robert Henry, in his Capacity as Trustee of the Dell Mann Trust 1, and Dell Mann Properties, LLC

CourtCourt of Appeals of Mississippi
DecidedFebruary 21, 2023
Docket2021-CA-00789-COA
StatusPublished

This text of The Estate of Charles James Bell, Jr. v. The Estate of Sarah Dell Mann Bell, Nita Jean Simpson Henry, Lidell Mann Simpson, James Robert Henry, in his Capacity as Trustee of the Dell Mann Trust 1, and Dell Mann Properties, LLC (The Estate of Charles James Bell, Jr. v. The Estate of Sarah Dell Mann Bell, Nita Jean Simpson Henry, Lidell Mann Simpson, James Robert Henry, in his Capacity as Trustee of the Dell Mann Trust 1, and Dell Mann Properties, LLC) is published on Counsel Stack Legal Research, covering Court of Appeals of Mississippi primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
The Estate of Charles James Bell, Jr. v. The Estate of Sarah Dell Mann Bell, Nita Jean Simpson Henry, Lidell Mann Simpson, James Robert Henry, in his Capacity as Trustee of the Dell Mann Trust 1, and Dell Mann Properties, LLC, (Mich. Ct. App. 2023).

Opinion

IN THE COURT OF APPEALS OF THE STATE OF MISSISSIPPI

NO. 2021-CA-00789-COA

THE ESTATE OF CHARLES JAMES BELL, JR. APPELLANT

v.

THE ESTATE OF SARAH DELL MANN BELL, APPELLEES NITA JEAN SIMPSON HENRY, LIDELL MANN SIMPSON, JAMES ROBERT HENRY, IN HIS CAPACITY AS TRUSTEE OF THE DELL MANN TRUST #1, AND DELL MANN PROPERTIES, LLC

DATE OF JUDGMENT: 06/14/2021 TRIAL JUDGE: HON. VICKI B. DANIELS COURT FROM WHICH APPEALED: MONTGOMERY COUNTY CHANCERY COURT ATTORNEYS FOR APPELLANT: JAMES WILBOURN VISE G. MICHAEL MASSEY ATTORNEYS FOR APPELLEES: MATTHEW THOMPSON CHAD KENNETH KING FLOYD M. MELTON III NATURE OF THE CASE: CIVIL - WILLS, TRUSTS, AND ESTATES DISPOSITION: AFFIRMED - 02/21/2023 MOTION FOR REHEARING FILED:

EN BANC.

GREENLEE, J., FOR THE COURT:

¶1. The Estate of Charles James Bell Jr. appeals from the Montgomery County Chancery

Court’s judgment enforcing an antenuptial agreement between Charles and Sarah Dell Mann

Bell. Charles’s estate reiterates his claims that (1) the antenuptial agreement was a

testamentary instrument that Sarah revoked when she executed a subsequent will; (2) Sarah’s

subsequent will was automatically renounced by operation of law because it did not include an adequate provision for him; (3) the agreement was substantively unconscionable; and (4)

there was no consideration for the agreement. Finding no error, we affirm the chancery

court’s judgment.

FACTS AND PROCEDURAL HISTORY

¶2. Sarah and Charles were both sixty-two years old at the time of their May 9, 1987

wedding. Charles had two adult children from a previous relationship. Sarah had never been

married. Although she did not have any children, she had a close relationship with her niece

and nephew, Nita Henry and Lidell Simpson. They were the adopted children of Sarah’s

sister and brother-in-law, Bonnie and Samuel Simpson.

A. Antenuptial Agreement

¶3. Eight days before their wedding, Sarah and Charles signed an antenuptial agreement.1

According to the two-page, four-paragraph agreement, Sarah and Charles “desire[d] that all

property now owned or hereafter acquired by each of them shall, for testamentary disposition,

be free from any claim of the other that may arise by reason of their contemplated marriage.”

The agreement also contained the following provision:

After solemnization of the marriage between the parties, each of them shall separately retain all rights in his or her own property, whether now owned or hereafter acquired, and each of them shall have the absolute and unrestricted right to dispose of such separate property, free from any claim that may be made by the other by reason of their marriage, and with the same effect as if no marriage had been consummated between them.

1 The agreement was drafted on March 31, 1987. Bonnie and Samuel witnessed its execution. The parties disagree regarding the author of the agreement.

2 Charles and Sarah further agreed to waive “any rights as surviving spouse to elect to take

against the other’s will, whether heretofore or hereafter made.” According to the agreement,

that provision was meant to be “a waiver and release of the right of election in accordance

with the requirements of Section 91-5-25 of the Mississippi Code of 1972,[2] or of the same

or similar law of any other jurisdiction which may be applicable.”

¶4. Additionally, the agreement stated that “each of the parties owns, individually, real

and personal property, [and] the nature and extent of the holdings of each party having been

disclosed to the other[.]” The record indicates that Sarah owned approximately nine parcels

of real property, brokerage accounts, and bank accounts when she signed the antenuptial

agreement. The nine parcels of real property included approximately 187 acres of land.

Charles had a schoolteacher’s pension, retirement benefits, and a home on approximately

2 Mississippi Code Annotated section 91-5-25 (Rev. 2021) provides:

When a husband makes his last will and testament and does not make satisfactory provision therein for his wife, she may, at any time within ninety (90) days after the probate of the will, file in the office where probated a renunciation to the following effect, viz.: “I, A B, the widow of C D, hereby renounce the provision made for me by the will of my deceased husband, and elect to take in lieu thereof my legal share of his estate.” Thereupon she shall be entitled to such part of his estate, real and personal, as she would have been entitled to if he had died intestate, except that, even if the husband left no child nor descendant of such, the widow, upon renouncing, shall be entitled to only one-half (½) of the real and personal estate of her deceased husband. The husband may renounce the will of his deceased wife under the same circumstances, in the same time and manner, and with the same effect upon his right to share in her estate as herein provided for the widow.

3 fifteen or sixteen acres of land.3 After the marriage, Charles moved into the home that Sarah

had inherited from her father.

B. Sarah’s Last Will & Testament

¶5. On December 8, 2004, Sarah executed a will. Through it, she appointed Bonnie as

the executrix.4 Sarah left Bonnie her home and the approximately fourteen acres of adjoining

property. If Bonnie predeceased Sarah, then the property would go to Nita and Lidell, to

“share and share alike, per st[ir]pes.” Sarah’s will also contained the following request:

I would make a request, but not an absolute directive of my sister or my nephew and niece, that should my husband, Charles James Bells, [sic] Jr., survive me, that he be allowed to live in the said residence as long as he desires and it is acceptable to my heirs.

¶6. Sarah left her residuary estate to an irrevocable trust named “The Dell Mann Trust

#1.” She appointed Nita’s husband James Henry as the trustee, and she gave him absolute

discretion to accumulate or distribute the income from the trust and invade it for the benefit

of Bonnie, Samuel, or any of their natural or adopted descendants.

¶7. Sarah and Charles lived together in the marital home until June 2012 when Sarah was

moved into an assisted living facility.5 Charles asserts that Nita, James, and “others” forced

3 According to Charles’s estate, Charles sold his home and property to provide for Sarah and pay half of the expenses for the marital home. 4 If Bonnie was unable to act as the executrix of Sarah’s estate, then Bonnie’s husband Samuel was to replace her. If Samuel was also unable or unwilling to serve as the executor then Nita’s husband James would act as the executor. 5 Nita disputed Charles’s claim that Sarah was immediately moved into an assisted living facility. Nita said that she and James moved Sarah into their home.

4 Sarah to move against her wishes. In contrast, Nita said Sarah was moved due to her

declining health and Charles’s mistreatment. In any event, Sarah signed a warranty deed on

July 18, 2012. Through it, she transferred her one-half interest in the nine parcels of Carroll

County property to Dell Mann Properties LLC.

¶8. Charles continued to live in the marital home until 2013. At that time, Charles’s son

William Bell moved Charles to a separate living facility due to Charles’s declining health.

In April 2015, Sarah and Charles executed a warranty deed and sold the marital home.6

C. Petition to Probate Sarah’s Estate

¶9. Sarah died in March 2017. Approximately two months later, James filed a petition

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