Weissinger v. Simpson

861 So. 2d 984, 2003 WL 22861736
CourtMississippi Supreme Court
DecidedDecember 4, 2003
Docket2002-CA-01137-SCT
StatusPublished
Cited by23 cases

This text of 861 So. 2d 984 (Weissinger v. Simpson) 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
Weissinger v. Simpson, 861 So. 2d 984, 2003 WL 22861736 (Mich. 2003).

Opinion

861 So.2d 984 (2003)

Anne W. WEISSINGER, Martha W. Weissinger, William T. Wynn, II, and Margaret W. Fortier
v.
Elliott Vaughan Doss SIMPSON, Lenore Anne D. Gault and CYnthia Louise Doss Cooper.

No. 2002-CA-01137-SCT.

Supreme Court of Mississippi.

December 4, 2003.

*985 Franklin Alan Garrison, Neville H. Boschert, Jackson, Charles H. Weissinger, Rolling Fork, attorneys for appellants.

E. Randolph Noble, Jr., David S. Rounsavall, Greenville, attorneys for appellees.

Before SMITH, P.J., WALLER and COBB, JJ.

SMITH, Presiding Justice, for the Court.

¶ 1. In this estate case, we review a chancellor's finding that a testator's use of the term "then living issue" was intended to include adopted children. This Court must determine whether the phrase "then living issue" includes adopted children as beneficiaries to a class gift when the testator has used different language ("children, including adopted children") in the will to specifically include adopted children as the beneficiaries to a different gift. We find that the chancellor erred. When a testator uses distinctly different terms in his will, he intends different results; therefore in this case, the term "then living issue" does not include adopted children. Additionally, this Court finds the chancellor did not err in refusing to order an immediate disbursement of four-sevenths of the trust to the natural children, nor did she err in failing to recuse herself from the proceedings due to ex parte contacts with the late Douglas C. Wynn.

FACTS

¶ 2. Douglas C. Wynn (Douglas) was born in 1932, and as a child, he was adopted by Margaret B. Wynn. Margaret B. Wynn was the sister of Douglas W. *986 Brooks (Brooks). Douglas was Brooks's nephew.

¶ 3. On September 18, 1968, Brooks executed a will that created, at his death, the Douglas W. Brooks Trust FBO Margaret B. Wynn (Trust). Brooks's will provided that, at the death of Douglas C. Wynn, "the Trustee shall pay over the entire then remaining accumulated income and corpus of Trust B, in equal shares per stirpes to the then living issue of Douglas C. Wynn." Brooks died on October 24, 1969.

¶ 4. Leila Clark Wynn and Douglas were married in June of 1954; four children, Margaret, Martha, Anne and William, were to born to the marriage. Leila and Douglas divorced in September of 1988. The next day, Douglas married Lucy Vaughan Wynn.

¶ 5. Lucy was previously married; four children, Lenore, Vaughan, Cynthia, and Jennifer, were born to her previous marriage. Two years after Lucy and Douglas married, on November 2, 1990, Douglas adopted three of Lucy's daughters, Lenore, Vaughan, and Cynthia. A decree of adoption for each was entered in Washington County, Mississippi.

¶ 6. On September 13, 2001, the Trustee for the Douglas W. Brooks Trust (Trust) advised the natural and adopted children of the then recently deceased Douglas C. Wynn that the Trust would be terminated and the principal distributed equally among the seven of them. On September 19, 2001, counsel for William T. Wynn, II notified the Trustee he objected to a disbursement of any portion of the Trust proceeds to the adopted children. On November 13, 2001, the National Bank of Commerce (Bank) filed a Complaint for Declaratory Relief and Interpleader in the Chancery Court of Washington County, asking the chancery court to determine and adjudicate the proper beneficiaries of the Trust.

¶ 7. On January 18, 2002, the four natural children, Anne W. Weissinger, Martha W. Weissinger, William T. Wynn, II., and Margaret W. Fortier, filed a motion asking for an immediate disbursement to them of an amount equal to four-sevenths of the value of the Trust. Following a hearing, the chancery court denied their motion.

¶ 8. The natural children then filed their memorandum of facts and authorities in support of request for relief. The adopted children, Elliott Vaughn Doss Simpson, Lenore Anne D. Gault, and Cynthia Louise Doss Cooper, then filed their memorandum of facts and authorities in response. Since the parties agreed there were no questions of fact, only questions of law, a statement of stipulated facts was submitted in a separate pleading simultaneously with the request for relief.

¶ 9. The chancery court held a hearing on May 2, 2002. The chancery court then dictated its ruling from the bench into the record. An order prepared by counsel for the adopted children memorializing this ruling was signed and entered on May 15, 2002. On the same day, the chancery court entered an order relieving the Bank of any obligation to participate further in the action and allowing it to remain custodian and trustee of the Trust until a final order from the final appellate court orders distribution.

¶ 10. The natural children filed a motion to vacate judgment, motion for recusal, and motion for new trial. A hearing was held on that motion on June 3, 2002. The chancery court denied the motions the same day. The natural children then filed the appeal that is now before this Court. The Bank is not a party to this appeal.

STANDARD OF REVIEW

¶ 11. This Court has ruled that *987 [i]t should not interfere with the chancellor's findings of fact unless they were `manifestly wrong, clearly erroneous or an erroneous legal standard was applied.' Bell v. Parker, 563 So.2d 594, 596-97 (Miss.1990). However, the chancery court's interpretation and application of the law is reviewed under a de novo standard.

Tucker v. Prisock, 791 So.2d 190, 192 (Miss.2001) (citing In re Carney, 758 So.2d 1017, 1019 (Miss.2000)).

LAW AND ANALYSIS

I. WHETHER THE CLASS CREATED BY THE TERM "ISSUE" IN DOUGLAS W. BROOKS'S WILL INCLUDE THE ADULT ADOPTED CHILDREN OF DOUGLAS C. WYNN.[1]

¶ 12. When a court must construe a testator's will, the first place it looks is to the will itself, giving due consideration and weight to every word. Matter of Homburg, 697 So.2d 1154, 1157 (Miss. 1997); In re Granberry's Estate, 310 So.2d 708, 711 (Miss.1975). At least two rules of construction are helpful in this case. First, the intention of the testator is controlling. May v. Hunt, 404 So.2d 1373, 1376 (Miss.1981). Second, the testator's intent must, if possible, be gathered from the entire will, giving due consideration and weight to every word in it. In re Granberry's Estate, 310 So.2d at 711.

¶ 13. This case involves a gift to a class of beneficiaries. A gift to a group whose members are not individually named is generally held to be a class gift. Lee v. Foley, 224 Miss. 684, 689, 80 So.2d 765, 766 (1955). When the time of distribution of the gift to the class is delayed because of an intervening interest, the class membership will be ascertained when the interest in the gift is deemed by the law to have vested in the beneficiaries. Branton v. Buckley, 99 Miss. 116, 54 So. 850, 850 (1911).

¶ 14. The natural children of Douglas argue there is no evidence showing Brooks intended that the subsequently adopted adult children of Douglas be considered "issue" under his will. In support of this assertion they point to the second page of Brooks's will where Brooks uses the language "children, including adopted children," as opposed to his use of "then living issue" in the other portions of the will. They contend that Brooks used the explicit language to refer to Douglas, the adopted child of Margaret B. Wynn, but that Brooks had no intention of including any other adopted children.

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Bluebook (online)
861 So. 2d 984, 2003 WL 22861736, Counsel Stack Legal Research, https://law.counselstack.com/opinion/weissinger-v-simpson-miss-2003.