Berry v. Lowrey
Berry v. Lowrey
Opinion of the Court
delivered the opinion of the court.
Appellant, Mrs. Mary Chrestman Berry, filed her hill in the chancery court of the Second district of Talla-hatchie county against P. H. Lowrey, B. L. Ward, ÍL II. L'ongino, and A. E. Jennings, trustees, and the Mississippi College, a corporation, and the Baptist Orphanage, a corporation, and alleged that R. P. Chrestman, a citizen of Tallahatchie county, and an uncle of the complainant, made a will disposing of his property in which the complainant, Mrs. Mary Chrestman Berry, was the sole beneficiary of the said will of her uncle, and that J. M. Chrestman, a brother of said R. P. Chrestman, and the father of the complainant, would, but for said will, have inherited as sole heir of said R. P. Chrestman; that said brothers had become somewhat estranged in their latter years, but upon the death of R. P. Chrestman the said J. M. Chrestman took possession of the personal effects of the said R. P. Chrestman and destroyed the said will and caused letters of administration to. be issued upon the estate, and under claim of heirship of his said brother took possession of the property described in the bill and alleged to be now in the possession of the said trustees, and about the 1st of .January, 1914, made a deed of conveyance in trust to the said Lowrey, Ward, Longino, and Jennings for the benefit of said Mississippi College and of said Baptist Orphanage. It further alleged that the said J. M. Chrestman had no title to said land so conveyed, but that the complainant, by virtue of said will, became the owner thereof at the death of her said uncle; that she had no knowledge of said facts during the lifetime of her said father, and could not have discovered 'said facts
The defendants filed an answer denying the execution of the said will by the said K. F. Chrestman, and denying that the said J. M. Chrestman did not have title to said lands, but admitted that R. F. Chrestman in his lifetime was seized and possessed of iands described in the trust deed to said trustees executed by J. M. Chrestman, and alleged that J. M. Chrestman inherited said lands from his said brother; denied all facts bearing on the execution of the said last will and testament as alleged in the bill, denying that said R. F. Chrestman ever made and published any will; admitted that J. M. Chrestman entered the home of the deceased brother and took possession of the premises and effects of said decedent’s estate and that he took possession of all .papers which he found; but denied that he found any will in the said papers.
Defendants filed a cross-bill with their answer, and in the cross-bill averred that on or about the 20th day of January, 1904, R. F. Chrestman departed this life seized and possesed in fee simple of all the lands described in Exhibit A to complainant’s bill, leaving as his only heir J. M. Chrestman, who departed this life at his residence in said county on or about November 16, 1914; that said J. M. Chrestman was for many years prior to his death a widower and the owner of a large estate, real and personal, and at the time of his death had two daughters, both living, to wit, Mrs. Mary Chrestman Berry and Mrs. Keturiah Chrestman Butler, both citizens and residents of Coahoma county, both of whom married prior to June 22, 1914; that said J. M.
The cross-bill was demurred to by the complainant and cross-defendant, and demurrer overruled, and an appeal granted to settle the principles of the case.
It will be noted from the statements of the allegations of the cross-bill that the execution of the will by R. F. Chrestman is not admitted, but is denied in both the answer and cross-bill. It is difficult' to see how any estoppel could arise in the absence of knowledge on the part of complainant of the execution of said will by said R. P. Chrestman. It will be noted further from the allegation of the original bill that the only relief now sought is to establish and probate the alleged will of R. P. Chrestman. We do not think the cross-bill presents any defense to the establishment and
We do not think the cross-hill presents any defense to the relief sought in the original hill, and that the demurrer to the cross-bill should have been sustained, and the cross-bill dismissed without prejudice to the rights of the defendants to file proper bill or suit after the will is established, if it should he established.
The judgment is accordingly reversed, the cross-bill dismissed without prejudice, and the cause remanded, with directions to the court below to make up an issue devisavit vel non to determine whether said will was executed as alleged in the bill.
Reversed and remanded.
Concurring Opinion
(specially concurring).
I concur in the conclusion reached, and also in the opinion of the court. I desire to state further my views on certain points argued at the bar and certain considerations pressed upon us by learned counsel for the appellees.
It is earnestly insisted that under section 1996, Code of 1906 (section 1661, Hemingway’s Code), only a party “interested in a will” may propound it for probate and initiate the proceeding outlined in this section of our Code; that under the allegations of the cross-bill Mrs. Berry, the appellant, is completely estopped and bourn1
It is contended further that this proceeding is not one under the probate jurisdiction of equity, but under equity jurisdiction as administered in England, and under equity jurisdiction as adopted, understood, and administered in our commonwealth; that this is essentially a proceeding to establish an interest in real estate, and to this ultimate end the establishment and probate of a lost will is a necessary incident, and, being a proceeding in equity, the cross-bill under attack presents a complete, equitable defense to this suit. Whether or not this argument of counsel is good depends, in my judgment, upon the pleadings. It necessarily requires an interpretation of the original bill and the prayer for relief thereunder.
I recognize the force of the argument that a suit to establish a will and the consequent interest or title of a devisee to real estate expressly devised in such will is ordinarily an equity suit. I think, however, little is to be accomplished by an attempt to discriminate between probate and equity jurisdiction' as now administered in our chancery courts. It is practically conceded that the present proceeding comes squarely within section 1996 of our Code, giving any proponent of a will the right in the first instance to make all persons interested parties defendant and conclude them by the verdict of the jury and decree of the court based thereon. This section appeared in the Code of 1880-as section 1967, and in the Code of 1892 as section 1821. No case has been brought to our attention and we have found no adjudication of our court expressly construing this statute. It may be conceded that this statute merely enacted into law a well-known proceeding in the equity courts of England. The statute is plain and unambiguous, and eliminates any statute of limitation for the contest of a will probated in common form.
I think counsel are wrong in their contention that Mrs. Berry under the pleadings is not an interested party. Her position and claim is that she is the sole devisee. She offers for probate a lost will in which she claims to he the sole devisee, and which, if established makes her the sole devisee. Certainly de-viseés and heirs are interested parties.
If this were primarily a suit to quiet title or remove cloud from title, and the establishment of a lost will became necessary in proving title, the cross-bill in this case would be more germane to the issue. But, as I understand the pleadings, the original bill filed under the statute mentioned tenders but one issue, and that the propriety of admitting to probate an alleged lost will and testament. The prayer of the bill is not for title or possession of realty, but is limited to .the establishment and recordation of the will tendered. The issue then is confined to the one issue, will or no will, and any establishment of the will would not necessarily establish title or award possession of any real estate. Under this view the cross-bill should be dismissed without prejudice to the rights of cross-complainants to plead estoppel or equitable election at the proper time.
Reference
- Status
- Published
- Syllabus
- 1. Wills. Establishment. Lost will. Right of action to establish. Estop-pel. Where an uncle died and by his will left all of his property to his niece but her father destroyed the will and took possession of the property as the heir of his brother and afterwards the niece took under her father’s will certain property but not any part of the property left her by her uncle. In such case the niece was not estopped from subsequently bringing an action to probate her uncle’s will, which, without her knowledge, had been destroyed by her father and where, prior to taking under her father’s will, she had no knowledge of the execution and destruction of her uncle’s will. 2. Wills. Probate. Right to probate. Lost will. Defense. In such case where a daughter brought an action to establish a lost will by her uncle devising her all of his property, and to have trustees to whom such property had been conveyed by her father as heir at law of her uncle, made parties defendant, it was no defense to such suit that the daughter had made no objection to her father’s conveyance of the property to the trustee and had taken a life tenancy in other property under her father’s will, since the only issue in such case was the right to have her uncle’s will probated.