Lesche v. Cutrer
Lesche v. Cutrer
Opinion of the Court
delivered the opinion of the court.
This is an appeal from a decree rendered by the chancery court of the First judicial district of Hinds county, Miss., It involves, among other questions, a construction of the last will and testament of Robert Shotwell, deceased, and, in order that the controversy presented by the pleadings may he clearly understood, we deem it necessary to set out somewhat in detail the facts devéloped in the very lengthy record.
On and prior to the 7th day of July, 1859, Robert Shot-well was a resident of the First judicial district of Hinds county, Miss., residing near the city of Jackson. At that time he owned extensive estates, consisting of lands, slaves, and other personal property, located in the counties of Hinds, Holmes, Coahoma, and Quitman. His first wife died, leaving surviving her their two sons, Bourbon Shotwell and A. L. Shotwell. Some time prior to 1859 he married again, and as a result of this marriage one son, Reuben Shotwell, was horn. Upon his marriage with his second wife, Robert Shotwell had entered into a writ
“I hereby will and bequeath to my youngest son, Reuben Shotwell, all my land and real estate of which I may die possessed and have the legal or equitable right to. I also will that he shall have all the negroes I may have at my decease, not otherwise disposed of, and that he shall have additional negroes, purchased for him until the value of those so purchased, added to the value of those I may own as above stated, shall amount to sixty thousand dollars. The negroes so purchased are to be bought for him by his two brothers, Bourbon and A. L. Shotwell as they may think best and whenever they may think best, at their discretion, all of which gift of lands and negroes to my son Reuben as aforesaid, to be subject to the stipulations, conditions, and limitations hereinafter expressed, as follows:
“ Article 6. My said son Reuben Shotwell having • shown a decided disposition to become a dissipated, extravagant, reckless man in whose hands property would be unsafe, and unfit to hold for himself or in trust for
“Article 7. My said son Reuben, shall not have any rights to any of the income of said property given him by this will further than will support him in a plain, economical manner, as long as he shall show by his conduct any disposition to be dissipated, reckless or extravagant, as would render property unsafe in his hands, but should he at any time, after my decease, and after he becomes twenty-one years old, live five consecutive years a steady, sober and trustworthy life such as will show him at the end of said five years to be worthy of holding property, and provided also he shall be free from debt, then he is to have the legal right to said property and its income transferred to him by his said brothers or trustees, holding said property, but should my said son, Reuben, unfortunately never show himself worthy of holding said property as above provided, but continues untrustworthy, then he is only to have a plain comfortable support given to him annually or quarterly as may be best for him, and his family, should he ever have one, and the said property,' real and personal, and its increase shall be given to his children equally at his decease, if
Shortly after the execution of this will the devastation of war broke over the South, and the changed conditions resulting therefrom made necessary certain changes in the business affairs of Robert Shotwell. He reacquired a half interest in the property previously conveyed to A. L. Shotwell, while Bourbon Shotwell acquired the other one-half interest in this property. In that way Robert Shotwell and his son Bourbon each became the owner of a one-half interest in all the property formerly belonging to Robert Shotwell. In the meantime, Reuben Shot-well, the dissipated youth, had entered the Confederate Army, and up to July 21, 1866, he had not returned, and his fate was uncertain, and on that date Robert Shotwell executed a second will, the one here involved. In this will the testator referred to the provision for his wife which had already been made by marriage contract, and also the gifts to and settlement with A. L. Shotwell, while to Bourbon Shotwell he devised one-half of all his estate, real and personal. He next made provision for his wayward son, Reuben, the provisions for his benefit being as follows:
“Article 4. I have, by article 3 as above, of this will given the one-half of my estate to my son, Bourbon Shot-well. I will hereby that the other half of my estate be given to my son, Reuben Shotwell, whom I had by my second marriage with Anna Hay, should my son Reuben appear to claim it, or his children, if.he should have any, should he not be in life, my said son up to this date, since the conclusion of the late war, has not appeared and his fate uncertain. Should he be in life to inherit under this will, according to its provisions, I will he shall have only the right to enjoy and possess the income of the property hereby given to him, and that at his- death it shall descend to and be inherited by his children equally.
“I malee this provision and arrangement in his behalf on account of his dissipated habits and unfitness to have the care of property.
“Article 5. Should my son Reuben Shotwell, above mentioned, not be in life, or have children to inherit after him, I then will and direct that my said Bourbon have the whole of my estate, both real and personal, and be my universal legatee.
“Article 6. In the management of that portion of my estate that may be set apart under the above and foregoing will to my said son, Reuben Shotwell, I will and direct that my said sons have the power and right to manage said property as if it were their own, to sell and buy and invest any of the funds they may thus hold, as trustees, in any way they may think proper, and for the interest of said son or his children, should he have any.
“I will, however, that should my said son become or be temperate and prudent man uniformly for five years, thus showing himself to be trustworthy, it is my will he then have his property delivered to him unconditionally, to hold in his own proper right.
‘ ‘ Should my said sons die or be unable to act as trustees for said property as above provided, then and in that case, the proper legal authorities are to appoint other persons to hold as trustees in their stead.
“Should my said Reuben not have children to inherit after him under this will, then I will the property set apart as his under this will shall be equally divided at his death between all the children that my sons, Bourbon and A. L. Shotwell, may have at their deaths*”'
Reuben Shotwell took possession of the land which had been deeded to him, and resided thereon with his family until about the year 1890, when it is averred that he reformed, and from that time forward was a sober, prudent, and trustworthy man. After the expiration of five years from the date of his reformation, Reuben Shotwell, claiming that under the last will and testament of his father, Robert Shotwell, he was the owner in fee-simple of the property which his father had devised to trustees for his benefit, employed J. W. Cutrer, an attorney at'law, to investigate the status of the estate devised to him by his father, and to institute such proper proceedings as might be necessary to* recover the same for the benefit of himself and family. As full compensation for the services of this attorney, he entered into a contract to convey to Mrs.
The bill of complaint filed in the chancery court of Coahoma county, where a portion of the lands was situated, was against R. W. Millsaps and other persons in possession of and claiming to .own the fee-simple title to the lands. The bill of complaint alleged the ownership of the lands by Robert Shotwell at the time of his death, set forth the will, and averred that the fee-simple title to an interest therein had vested in complainant by reason of his compliance with the terms and conditions upon which' the fee-simple title should vest in him under the will, the averment of the bill in this respect, in substance, being, that he had reformed his method and manner of living and had foregone his intemperate and dissipated habits, and that uniformly for more than five years prior thereto he had been a temperate and prudent man, and had thus shown himself to be in all things trustworthy, and that for a period of more than five years he had so lived and conducted himself as to comply with all the conditions of article 6 of the will, and by reason thereof he became and was entitled to have the property bequeathed and devised to him by his father delivered to him unconditionally to be held in his own proper right. The defendants answered this bill, denying averments thereof, and also averring that the complainant had conveyed to his wife, Mary C. Shotwell, an undivided one-half interest in the said lands, and that the children of the complainant had a contingent interest in the land, and that the wife and children of complainant were necessary parties. The bill of complaint was thereupon amended so as to join as parties complainant the wife and minor children of the original complainant, one of these minors, Mary Louise, being the complainant in the case at bar. These minors were joined in the amended bill by their mother as next friend, and any possible interest they might have was presented
Upon the trial of this cause numerous witnesses were offered by the complainants to establish the fact that Reuben Shotwell had reformed, and for more than five years had remained a temperate, sober, and trustworthy man, and a decree was entered adjudging that, by virtue of the provisions of his father’s will, he had become entitled to the fee-simple title to one-fourth interest in the lands in question, and directing a partition of the lands. From this decree an appeal was prosecuted to this court, and the decree was affirmed in so far as "it held that under the will of Robert Shotwell the reformation of Reuben had vested in him a fixed estate in fee to the property devised to him, and then in controversy, but the cause was remanded for the purpose of making certain other parties defendants, and for the purpose of a partition in accordance with the directions of that decision. Thereafter proceedings were had in the chancery court in accordance with the directions of this court. A partition in kind was effected, Reuben and Mary Shotwell entered into possession of the shares set apart to them, while the other parties litigant did likewise. After the decision of the above cause in this court, similar proceedings were had, and similar decrees were entered, in the cause pending in the chancery court of Hinds county. Thereafter J. W. Cutrer,- attorney, had a settlement with Reuben Shotwell in accordance with his contract of employment, receiving conveyances in the name of Mrs. B. C. Cutrer for the interest provided for in this contract. Afterwards Mr. and Mrs. Cutrer purchased other portions of the lands which had been allotted to the Shotwells, as well as other parties above-mentioned suits Reuben and Mlary Shotwell, and the several 'defendants, and those claiming under them, in interest, and since the dates of the final decrees in the have been in possession of the lands allotted to them.
Answers were filed by the various landholding defendants denying that Beuben Shotwell took only a life estate in said lands, denying that he never reformed, and became temperate, sober, and trustworthy, and averring
Upon the final hearing the complainant offered no testimony in support of her averment that.her father never became a sober and trustworthy man, while the defendants offered many witnesses to establish the contrary. These witnesses testified that more than five years before the filing of the original bill in Coahoma county in 1896 Reuben Shotwell ceased drinking liquor, and that from that time to the date' of his death in 1911 he was sober, reliable, and trustworthy in all respects — a man who earned the respect of the people of his county, and who occupied a prominent official position in the county for many years. At the conclusion of the trial the chancellor entered a decree dismissing the bill of complaint, from which the complainant, Mary Shotwell Lesche, prosecuted this appeal.
This will was construed by this court in the case of Millsaps v. Shotwell, 76 Miss. 923, 25 So. 359, the court there holding that, after Reuben Shotwell had reformed, and continued sober and trustwoiThy for a period of five years, a one-fourth interest in his father’s estate vested in him in fee; but, in view of the earnest insistence of counsel for appellant that the minor children of Reuben Shotwell were not properly before the court, and were not represented by counsel, and that the decision was based upon a concession by the pleadings and manner of conducting the cause, and consequently did not constitute an adjudication of the rights of these minors, and is not now binding on the court, we -will again consider the provi
The general rule of interpretation that the intention of the testator must he ascertained from the language used in the will, and must be given effect, if not inconsistent with some rule of law, is so well understood that it is not necessary to again collate the decisions of this court so holding. This intention is to be ascertained from a consideration of the entire instrument, and from the circumstances surrounding the testator when he executed it. At the time of the execution of this will the testator had already made what he considered ample and just provisions for his wife and son, A. L. Shotwell. He then owned only an undivided one-half interest in certain real and personal property, the other one-half interest therein being owned by Bourbon Shotwell. Reuben Shotwell had not returned from the war, and the testator did not know whether Reuben was then living and, if so, whether he had forsaken his habits of dissipation, or whether he was married and had children.
In articles 1 and 2 of the will he states that he had previously made provisions for his wife and son, A. L. Shotwell, and thus explains his failure to further provide for them, while in article 3 he gave to his son, Bourbon Shotwell, one-half of all his estate, both real and personal. The remaining provisions of the will deal entirely with the other one-half interest in his property, and the provisions and arrangements which he desired to make for the benefit of his wayward son, Reuben, and the various contingencies which might arise in the then uncertain state of affairs in reference to Reuben and his future. Article 4 provides:
“I have, by article 3 as above, of this will given the one-half of my estate to my son, Bourbon Shotwell. I will hereby that the other half of my estate be given to my son, Reuben Shotwell, whom I had by my second marriage with Anna Hay, should my son Reuben appear to claim it, or his children, if he should have any, should
He next provided that the property given to .Reuben should be held by trustees and only the income paid to him as it was needed for the support and maintenance of himself and family. Immediately following these provisions is an explanation of the reasons'therefor, the testator saying:
“I make this provision and arrangement in his behalf on account of his dissipated habits and unfitness to have the care of property.”
By this article of the will the testator provided for the contingency that his son, Reuben, should return to claim his interest in the estate, but should never forsake his dissipated habits, and, in such case, provided for the vesting of the fee of this property in the event Reuben should leave children surviving him. Article 5 provided that, if Reuben Shotwell did not survive the testator, or have children surviving him, the entire estate should go to Bourbon Shotwell.- In article 6 there is a provision that the portion of the testator’s estate that had been set apart for Reuben Shotwell should be managed and controlled by trustees, and then follows the provision that— “I will, however, that should my said son become or be a temperate and prudent man uniformly for five years, thus showing himself to be trustworthy, it is my will that he then have his property delivered to him unconditionally, to hold in his own proper right.
And, finally, it was provided that, in the event Reuben did not have children to inherit after him, then at his death the property set apart as his under the will should ' be equally divided between the children of Bourbon and A. L. Shotwell.
That it was the intention of the testator that the share of Reuben should vest in him in fee upon his reformation is in accord with the construction placed upon the provisions of the will by the one interested member of the family who was in the best position to know the intention of the testator, and this is a circumstance in favor of that construction. The testator and Bourbon Shot-well appear to have been very intimate. Bourbon was the eldest son, and he and his father were partners in business and joint owners of the property mentioned in the will. About- two years before his death the testator executed a codicil to the will in which he explained the joint ownership of the property by him and Bourbon Shotwell. Bourbon signed and acknowledged this codicil, and it is clearly indicated that he knew the contents of the will, and that he had a better opportunity than any one else to know his father’s intention with reference to Reuben’s share in the estate. This being true, shortly after the death of his father Bourbon Shotwell, procured an agreement from Reuben that, whenever he should become vested with the fee-simple title to t the property he would convey to Bourbon his one-fourth interest therein, in consideration of Bourbon conveying to Reuben a certain small tract of land. This agreement was in writing, and contained a recitation that — ‘£ When
This clearly indicates the understanding of the two parties most vitally interested.
The only reason that a trust arrangement was provided for the benefit of Reuben was on account of his dissipated habits and unfitness to have the care of property. The testator himself so states, and we think it is clear that it was the intention of the testator that, when the reason for the creation of the trust disappeared, Reuben’s share should then vest in him in fee, and our views on this subject may be summarized by adopting the language of Judge Whitfield in the case of Millsaps v. Shotwell, 76 Miss. 923, 25 So. 359, that part of the opinion which is applicable here, and which we approve and adopt, being as follows: ■
“The clear, dominant, controlling purpose of Robert Shotwell was that, until Reuben should have reformed, no estate to the one-fourth interest should vest in him; that, if he never did, that estate in fee should go to his children, and that the trustees should devote the income from the whole of that fourth to the support of him and his family, themselves actively managing that interest,, caring for and preserving it, and paying over such income as stated, and that, should the trustees, under the power of disposition in the management of Reuben’s share confided to them by the will, dispose of it, such disposition should be made with eye single to ‘ the interest of Reuben or his children, should he have any;’ and, finally, that, should he reform, then, but not until then, should his said interest vest in him in fee. ’ ’
The views above expressed lead to an affirmance of the cause, and-render unnecessary a condition of the many other questions so elaborately and ably argued by counsel.
Affirmed.
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