Williams v. Williams: Waiving Your Client’s Ability to Tell Their Entire Story

August 13, 2026 § 1 Comment

By: Judge Troy Farrell Odom, Rankin County Chancery Judge, Place 2

On January 27, 2026, the Court of Appeals for the State of Mississippi issued the Williams v. Williams, 428 So. 3d 463 (Miss. Ct. App. 2026) opinion, which contained a curious edict: When the parties agree to divorce on the grounds of irreconcilable differences, the court may no longer consider marital fault in property division—and by extension, alimony determinations—when those issues are left to the court’s determination by stipulation.

Scott Williams filed a fault-based divorce complaint against his wife, Lana, in the Chancery Court of Lamar County, Mississippi. Lana counterclaimed for a fault-based divorce. Custody was not at issue, though division of marital property and alimony was. Id. at 467.

The trial court bifurcated the issue of fault from the remaining issues and proceeded to trial. Following Mr. Williams’s case-in-chief on fault, the court granted Lana’s Rule 41(b) motion for involuntary dismissal. The court then reset the trial for Lana’s fault grounds for divorce.

Prior to a final trial on Lana’s fault grounds, the parties agreed to an irreconcilable differences divorce, but left the issue of division of marital property and alimony to the court’s determination. Id. The court signed an agreed order dismissing the fault grounds and proceeded with the remaining issues. Id. at 472.

At the outset of trial, the court made clear that it would not consider fault in dividing the marital property despite fault being a factor for consideration under Ferguson v. Ferguson, 639 So. 2d 921, 928 (Miss. 1994). Addressing this issue, the appellate court stated: “In this case, the parties had dismissed their fault grounds, making fault irrelevant in the division of property.” Williams, 428 So. 3d at 472.

The trial court analyzed the Ferguson factors, minus fault, and divided the marital property accordingly. Id. at 475. The trial court also denied the request for alimony, finding that the distribution of assets alleviated the need for alimony. Id.

Scott appealed on numerous grounds, but did not appeal the issue of whether the trial court erred by refusing to admit evidence of fault when determining division of marital property. Id. at 476. Instead, Mr. Williams’s appeal focused on the trial court’s denial of a divorce on fault grounds and the ultimate division of marital property. Id.

The opinion is lengthy, but the treatment of whether evidence of marital fault can still be presented at trial on division of marital property and alimony is terse. All the appellate court said is “[i]n this case, the parties had dismissed their fault grounds, making fault irrelevant in the division of property.” Id. at 472.

In Lowrey v. Lowrey, 25 So. 3d 274 (Miss. 2009), the Mississippi Supreme Court stated that “[m]arital misconduct is a viable factor entitled to be given weight by the chancellor when the misconduct places a burden on the stability and harmony of the marital and family relationship.” Id. at 285. This consideration falls under the first Ferguson factor: substantial contribution to the accumulation of the property, including contribution to the stability and harmony of the marital and family relationships as measured by quality, quantity of time spent on family duties and duration of the marriage. See Williams, 428 So. 3d at 472 n.3.

Likewise, in Gussio v. Gussio, 371 So. 3d 734 (Miss. Ct. App. 2023), the appellate court reminded the trial courts that “the law is settled that a chancellor must consider fault when determining alimony.” Gussio, 371 So. 3d at 750 (quoting Gerty v. Gerty, 265 So. 3d 121, 133 (Miss. 2018)) (emphasis in original).

Prior to the Williams decision, this chancellor understood that the parties could still present evidence of marital fault in relation to property division and alimony despite their agreement to proceed on irreconcilable differences. Fault in relation to the Ferguson factors, division of marital property, and alimony, is arguably separate and distinct from an agreement of the parties to amicably terminate their marital status. In fact, courts should encourage parties to agree to the extent they can, but still allow them the ability to present relevant evidence on the issues on which they cannot agree. However, the unmistakable language of Williams is this: once the parties agree to dismiss fault grounds and proceed on irreconcilable differences, fault becomes irrelevant to property division, and by extension, alimony.

The wily practitioner should be prepared to object to evidence of marital fault once the parties agree to proceed on irreconcilable differences grounds:

“Objection! The parties have moved to dismiss their fault grounds, thus making fault irrelevant to the issue of division of property and alimony. Therefore, marital misconduct is no longer a viable factor entitled to be given weight by this court, per Williams v. Williams. I have a copy of the case for your honor and have highlighted the pertinent language. I also have a copy for your staff attorney.”

FROM RULE 81(D) TO RULE 4(I): RECONSIDERING THE 120-DAY SERVICE DEADLINE IN CHANCERY MATTERS

August 7, 2026 § Leave a comment

By Judge Troy Farrell Odom (Rankin County Chancery Judge, Place 2)

Introduction

In Roberts v. Lopez, 148 So. 3d 393 (Miss. Ct. App. 2014), the Court of Appeals for the State of Mississippi held that the 120-day time limit in which to serve the summons and complaint under Mississippi Rule of Civil Procedure 4(h) did not apply to custody modifications and contempt proceedings brought under Rule 81(d)(2). The Court of Appeals upheld this interpretation in Hilton v. Harvey, 284 So. 3d 850 (Miss. Ct. App. 2019).

As a result, the Rankin County Chancery Court, Place 2, denies requests to dismiss actions under Rule 4(h) if process had not been served within 120-days of the filing of the complaint.

In an En Banc Order dated June 8, 2026, made effective July 1, 2026, the Mississippi Supreme Court amended Rule 4 and 81, by relocating Rule 81(d) to Rule 4 as new Rule 4(i). It is possible that this amendment affects whether the 120-day time limit of Rule 4(h) now applies to those actions and matters specifically enumerated in former Rule 81(d), now Rule 4(i). This paper discusses that possibility and its effect on service of process on Rule 4(i) actions and matters.

Roberts v. Lopez

On August 24, 2011, Liza Lopez filed a complaint against David Roberts, alleging fraud in the acquisition of a judgment modifying custody of their child. Roberts, 148 So. 3d at 397. Liza filed an amended complaint against David on February 10, 2012. Id. David was served with the summons and amended complaint on July 3, 2012, which was more than 120-days from the filing of the amended complaint. Id.

Following trial, the chancellor awarded Liza relief, found fraud and modified custody to award both parties joint physical custody of the subject child. Id. David appealed, asserting that Liza failed to serve him within the 120-days set forth in Rule 4(h). Id. at 398.

The Court of Appeals denied David’s assertion. The appellate court first noted the following language of Rule 81(a):

Applicability in General. These rules apply to all civil proceedings but are subject to limited applicability in the following actions which are generally governed by statutory procedures[:] . . . Title 93 of the Mississippi Code of 1972.

Id.

Title 93 of the Mississippi Code relates to domestic relations. The appellate court then looked to the language of Rule 81(d)(2) which provides that modification of custody matters “shall be triable 7 days after completion of process in any manner other than by publication.” Id.

Finally, the Court cited Rule 81(d)(5) which provides for a special summons returnable to a certain date, time, and location. Id.

In denying David’s request, the Court of Appeals noted that Liza’s request to modify custody “was governed by Rule 81(d), not Rule 4(h).” Id. Presumably, because there is no 120-day limitation contained in Rule 81(d), the appellate court decided that the 120-day limitation had either limited applicability or no applicability to Rule 81(d) matters.

Hilton v. Harvey

On September 20, 2016, Chris Harvey filed a petition against Natasha Hilton for contempt and modification of custody. Hilton, 284 So. 3d at 852. Chris did not serve Natasha until January 24, 2017, which was 126-days after he filed his petition. Id.

Following trial, the chancellor found in Chris’s favor. Id. at 853. Natasha appealed arguing the Court lacked personal jurisdiction over her since Chris failed to serve Natasha within 120-days. Id.

The Court of Appeals relied heavily on Roberts in denying Natasha’s appeal. The appellate court added to its analysis the language of Rule 81(d) that provides:

The special rules of procedure set forth in this paragraph shall apply to the actions and matters enumerated in subparagraphs (1) and (2) hereof and shall control to the extent they may be in conflict with any other provision of these rules.

Id.

The appellate court noted that Rule 81(d) “places no 120-day deadline for service of process, as in Rule 4(h).” Id. The Court of Appeals interpreted Roberts as holding that “as a domestic-relations matter Rule 81 controlled service of process in the mother’s case, and not Rule 4(h),” and that because the father in Roberts had been served with a Rule 81 summons commanding him to appear and a time, date, and place certain, the 120-day deadline “was of no moment.” Id.

2026 Amendments to Rules 4 and 81

The June 8, 2026, En Banc Order from the Mississippi Supreme Court granted a Motion to Amend filed by the Supreme Court Advisory Committee on Rules. See En Banc Order in Case No. 89-R-99001-SCT. That motion left Rule 4(a)-(h) unchanged. However, the motion added a new subparagraph (i) to the tail-end of Rule 4. New subparagraph (i) is, in large part, the entirety of then-existing Rule 81(d). Likewise, the amendment removed Rule 81(d) from Rule 81.

New Rule 4(i) made certain changes to old Rule 81(d) that—though, in my opinion, are welcome and helpful—are not pertinent to the subject matter of this paper. What is important is that the provisions of Rule 81(d) have been integrated into Rule 4 and whether that now makes the 120-day deadline applicable to matters and actions filed under Rule 4(i).

Presently, Rule 81(a) continues to provide that the Mississippi Rules of Civil Procedure have limited applicability to actions filed under Title 93 of the Mississippi Code. However, the Roberts and Hilton courts omitted in their analysis the last sentence of Rule 81(a), which states:

Statutory procedures specifically provided for each of the above proceedings shall remain in effect and shall control to the extent they may be in conflict with these rules; otherwise these rules apply.

(emphasis added).

Rule 81(a) is therefore helpful to point out that the rules of civil procedure control to the extent they do not conflict with statutory procedures in Title 93 of the Mississippi Code. And there is no statutory procedure in Title 93 related to time limitations on service of process.

That omission by the appellate court did not change their ultimate holding—it was surplusage to perhaps demonstrate that domestic relations matters are treated differently in certain ways.

The Roberts court based its decision on the fact that custody modification matters fell under then-existing Rule 81(d), and Rule 81(d)—which provided for the issuance of a special summons—did not have a time limitation similar to Rule 4(h). The Hilton court took it one step further by expressly stating what the Roberts court did not, that is “Rule 81(d), however, places no 120-day deadline for service of process, as in Rule 4(h).”

The 120-day deadline of Rule 4(h) does not conflict with any provision of old Rule 81(d). But because Rule 81 was located so far away from Rule 4 in the rulebook, it was convenient to treat the two rules as distinct and autonomous “service of process” rules.

The former Rule 81(d) now appears as Rule 4(i), immediately below Rule 4(h) and its 120-day deadline. It is increasingly difficult to argue that Rule 4(h) does not apply to Rule 4(i). The subparagraphs do not conflict—Rule 4(i) just provides for a different form of summons, not the timetable in which to serve it.

To repeat and emphasize: Rule 81(a) requires the rules of civil procedure to control over statutory procedures so long as the two do not conflict. There is no statutory procedure limiting the time in which to serve a summons. Also, the “special rules of procedure” set forth in Rule 4(i) only control to the extent they do not conflict with the remaining rules of civil procedure. There is no “special rule of procedure” set forth in Rule 4(i) limiting the time in which to serve a summons. Rules 4(h) and (i) are now bosom buddies—the conceptual separation between the two rules has largely disappeared. Therefore, it is at least possible the appellate courts of Mississippi will take a harder look at Roberts and Hilton the next time this issue is preserved for appeal.

Of course, the practical effect of applying Rule 4(h) to Rule 4(i) matters may be minimal. Rule 4(h) requires the Court to dismiss the matter without prejudice if service is not made within the 120-day deadline and the petitioner cannot show good cause. Typically, statutes of limitation have limited applicability to domestic relations matters. Therefore, the dismissed party may only lose a filing fee and attorney’s fee. However, this may encourage more timely prosecution of cases before the chancery court. Until the appellate courts address the issue, practitioners would be wise to assume that Rule 4(h) may apply to Rule 4(i) proceedings.

Proposed Amendments to Rule 4 and Rule 81 Posted for Comment

April 2, 2026 § Leave a comment

Today (April 2, 2026), the Supreme Court posted proposed amendments to Rule 4 and Rule 81 of the Mississippi Rules of Civil Procedure. I have attached the proposed amendments here, but they can also be found on the court website at https://courts.ms.gov/research/rules/rulesforcomment/rulesforcomment.php.

Comments must be filed with the Clerk of Appellate Courts at Post Office Box 249, Jackson, Mississippi 39205 by May 4, 2026.

You make the call: Will interpretation

March 31, 2026 § Leave a comment

Based on the facts below, how do you think the court should decide? The answer is in the first comment.

Mary Martha Wiggs died on June 10, 1913, with a valid holographic will. The court is faced with the following provisions:

1st. I give my husband, Capt. J.A. Wiggs, the land known as my home place upon which I now reside, to have and to hold for his natural lifetime, and at his death same to be equally divided among my legal heirs.

2nd. I give my heirs the following described property, to wit: The land known as Chapel Hill place, the land known as my Outlaw place, and all my personal and mixed property to be divided as follows: One share to the children of my sister, Margaret Spencer, one share to the children of my sister Ella Harvey, and one share to be equally divided between my brother Dorsey Outlaw and his children.

The will uses the word “heirs” in each section. In the first section she does not qualify who is meant by “legal heirs”. In the second provision she leaves to her “heirs” but then sets out who she identifies as her “heirs.” The problem is that the individuals listed as her “legal heirs” in the second provision includes individuals who are not her next of kin under the statute of descent and distribution.

So here is the question: how should the court interpret the word “heirs” in the will. There are three options:

  • (1) Interpret the word “heir” using its legal meaning under the statute of descent and distribution – disregarding those listed in the second provision who are not legal heirs;
  • (2) Use the testator’s definition of “heirs” in the second provision and have that definition apply to the first provision as well so that the individuals listed in the second provision would also get the remainder interest after Capt. Wiggs dies (and her statutory heirs would get nothing if not listed).
  • (3) Use the legal definition of “legal heirs” in the first provision to take the remainder interest after Capt. Wiggs dies and use the testator’s definition of “heirs” in the second part and allow those named to take the property identified.

What language creates a fee simple absolute?

March 27, 2026 § Leave a comment

When I come to the present estates and future interests section of my course, the first estate that we discuss is the fee simple absolute. This is the easiest estate to conceptualize – there is no limitations or conditions placed on ownership. It is the largest estate that can be created. The only thing that can cause confusion is the language used to create the grant. It makes sense that a grant provides “O conveys to A” – that conveys all of O’s interest in the property to A. However, a fee simple absolute is also created with the language “O conveys to A and his heirs” or “O conveys to A his heirs and assigns.” This creates confusion. How can this be a grant only to A when it says “and his heirs”? Don’t the heirs have some interest in the property by the language. The answer is no — and to understand why requires, as a lot of things in property do, a trip through history.

This post was triggered by a recent case from the Fifth Circuit out of Texas: Brown v. Carrington (5th Cir. 2025). Brown is a pro se plaintiff who believes that he owns property that was originally conveyed by the State of Texas to Zachariah Godfrey in 1871. The patent (below) conveyed 160 acres from Texas to “Zachariah Godfrey his heirs or assigns forever.”

After a great deal of geneological sleuthing, Brown determined that he was Godfrey’s seventh-generation descendant. In his complaint, Brown argues that the grant expressly states that it is to Godfrey and “his heirs and assigns forever”; therefore, the property passed through intestate succession to him. The panel (Judges Barksdale, Willett, and Duncan), in a per curiam opinion, dashed Brown’s hopes for the property:

The basic problem is Brown’s mistaken notion that the original patent’s reference to “heirs and assigns” somehow conveyed title to him as Godfrey’s descendant. It did not. As the district court explained, “heirs and assigns” are “words of limitation” describing the quality of an interest in land, not “words of purchase” indicating who will receive the interest….The phrase signifies only that a deed conveys a fee simple interest as opposed to a life estate….

But Why? The historic development of the Fee Simple Absolute

Scott Brown found out the hard way that words aren’t always what they seem in the law. How did we get here?

Picture it – it is 1066 and William the Conqueror has taken over England. To reward his supporters, William distributed land taken from the Saxons to the barons that supported him. In return for the right to possess (not own) the land, the barons would provide services to the king. In return, the barons would transfer interests to others – perhaps knights who would then provide service (on behalf of the baron) to the king, or to tenants who worked the land (villeins). All the transfers were presumed to be for life. At first, it was likely that, at the death of the tenant, the king (or baron) could deny rights in the property to the heirs of the tenant, but, over time, the custom became established that the property would go to the heirs of the tenant. In fact, the grants began to recognize this custom and include the language to the new tenant “and his heirs.” By the mid-twelfth century, this grant would entitle the heirs a legal right to the property. Over time (by the mid thirteenth century), the common law began to recognize the right of a tenant to transfer property during their lifetime – and extinguish any rights of the heirs.

It was in 1290, with passage of the statute Quia Emptores that the rights of ownership began to exist as we have them now. Feudal rights fell away and a conveyance to a grantee “and his heirs” conveyed a fee simple absolute. That statute established that the fee could be transferred during life to a grantee – and the heirs of the grantor would have no interest in the property. With the enactment of the Statute of Wills in 1540, fee holders could also convey an interest in property at death through a valid will.

Therefore, by 1540 in England, any rights that heirs held in fee simple absolute property were eliminated. Furthermore, the fee could be conveyed during lifetime or at death (either by will or by intestate succession). The common law continued to require the traditional language to create the fee simple estate that had been used in feudal times – “and his heirs.” While not giving any interest to the heirs, it did indicate the estate being transferred was a fee simple absolute. It also meant that, if the grant was merely “to A” – it would be interpreted as conveying a life estate and not a fee simple absolute.

*Drawn from Stoebuck & Whitman, The Law of Property (3rd ed.)

The Law in Mississippi

While many English laws regarding property were incorporated into the common law in Mississippi, the legislature early on (as early as 1848), abrogated the common law presumption that a conveyance “to A” would create a life estate. The legislature also eliminated the need to use the magic language “and his heirs” to create a fee simple absolute. The current statute is Miss. Code Ann. § 89-1-5:

Every estate in lands granted, conveyed, or devised, although the words deemed necessary by the common law to transfer an estate of inheritance be not added, shall be deemed a fee-simple if a less estate be not limited by express words, or unless it clearly appears from the conveyance or will that a less estate was intended to be passed thereby.

If you would like to see the most recent case that I can find in which a court held that a grant which reads “to A” creates a life estate because it does not include the language “and his heirs”, see Cole v. Steinlauf, 136 A.2d 744 (Conn. 1957). The holding in Cole was overturned four years later in Dennen v. Searle, 176 A.2d 561 (Conn. 1961). All states now follow the same rule as Mississippi.

When Can a Chancellor Award Joint Physical Custody Without a Specific Request?

May 8, 2025 § Leave a comment

By: Chancellor Troy Odom, 20th Chancery District, State of Mississippi

Mississippi chancellors are often faced with custody determinations in which neither party has requested joint physical custody. This raises a critical question for chancery practitioners: may a chancellor award joint physical custody if it was not specifically requested in the pleadings?

The Short Answer

Yes. A chancellor retains the discretion to award joint physical custody if such an arrangement serves the best interest of the child — even if neither party expressly requested it.

Common Procedural Scenarios

Consider the following situations:

  • A wife files for divorce, requesting sole custody. The husband either fails to answer or also requests sole custody. Neither pleads joint custody.
  • A husband initiates a divorce action seeking sole custody. The wife answers in kind. Both consent to divorce on irreconcilable differences but leave custody to the court.
  • In a paternity case, the mother seeks sole custody. The father either does not respond or likewise seeks sole custody. Joint custody is never pled.

In these examples, joint custody is not mentioned in any pleading. Still, a chancellor may determine – after applying the Albright factors – that joint custody is in the child’s best interest.

Statutory Framework

Mississippi Code Ann. § 93-5-24 governs custody determinations:

  • Subsection (2) provides that joint custody may be awarded in irreconcilable differences divorces, “upon application of both parents.”
  • Subsection (3) states that joint custody may be awarded in all other custody cases “upon application of on or both parents.”

While this language suggests join custody must be affirmatively requested, later case law has clarified the scope of judicial discretion in this area.

The Morris-Crider Shift

In Morris v. Morris, 758 So. 2d 1020 (Miss. Ct. App. 1999), the Court of Appeals interpreted the § 93-5-24 narrowly. There, both parties sought sole custody and failed to plead joint custody. The chancellor awarded joint custody, but the appellate court reversed, holding that the statute required at least one party to request joint custody before it could be awarded.

Judge Joe Lee dissented, arguing that by submitting the matter to the chancellor, the parties had effectively invited the court to determine the form of custody in the child’s best interest.

The Mississippi Supreme Court later adopted Judge Lee’s view in Crider v. Crider, 904 So. 2d 142 (Miss. 2005). In Crider, both parties filed fault-based divorce actions and each requested sole custody. They consented to an irreconcilable differences divorce and asked the court to decide custody. The chancellor awarded joint custody. The Supreme Court (Justice Cobb writing), upheld that decision and overruled Morris, holding:

A chancellor is never obliged to ignore a child’s best interest . . .; in fact, a chancellor is bound to consider the child’s best interest above all else.

Crider, 904 So. 2d at 144 (quoting Riley v. Doerner, 677 So. 2d 740, 744 (Miss. 1996))

The Crider Court interpreted “application of both parties” broadly, concluding that when parties submit custody to the court – even if phrased as a dispute over “primary custody” – they authorize the chancellor to make a full best-interest analysis, including awarding joint custody. (Crider, 904 So. 2d at 147).

Extension to Paternity and Third-Party Cases

The Mississippi courts have since extended the Crider analysis beyond traditional divorce actions.

In Brown v. Anslum, 270 So. 3d 69 (Miss. Ct. App. 2018), both parents sought sole custody in a paternity action. The chancellor awarded joint custody joint custody after a trial. Citing Crider, the Court of Appeals affirmed, holding that the parties’ request for sole custody constituted an application for custody sufficient to allow the court to award joint custody.

The Mississippi Supreme Court reinforced this principle in Darby v. Combs, 229 So. 3d 108 (Miss. 2017), a third-party custody dispute between maternal and paternal grandparents. The Court held that § 93-5-24 and the reasoning of Crider applied equally in such cases, affirming the chancellor’s authority to award joint custody even among thid parties. (Darby, 229 So. 3d at 114)

Practical Takeaways for Practitioners

Chancellors possess broad discretion to craft custody arrangements that serve the child’s best interests. The act of submitting a custody issue to the court – whether in divorce, paternity, or third-party case – constitutes an “application” sufficient to allow the court to award joint custody.

Pleadings requesting sole custody do not tie the chancellor’s hands. Rather, the paramount consideration remains the best interest of the child, as established through the Albright factors.

The “attestation” requirement for a will: Estate of Roberts v. Johnson

January 9, 2025 § Leave a comment

By: Donald E. Campbell

Michael E. Roberts died on December 19, 2016. Believing that he died intestate, Teresa Herd – the mother of Michael’s child – sought to open an estate appointing herself as administrator. Thereafter, Bryan Williams (Michael’s nephew), intervened claiming that a 2001 will (which named Bryan as a beneficiary and executor) was Michael’s true will. Michael’s brother and sister (Keith and Gloria) brought forward a 2016 will which they claim revoked the 2001 will and was Michael’s true last will and testament.

The 2001 Will left the following bequests: (1) His brother (Lindsey) the option to purchase his interest in Robert and Sons Mortuary; (2) Bryan Williams (nephew) $3,000 in cash and some personal property; (3) Jason Williams $1,500; (4) 1/2 of residue to any children born in the future; and (5) remainder of residue to Mississippi Delta Community College.

The 2016 will left the following bequests: (1) Jeremy Isiah Holmes $500 (and any unidentified/unborn children $10.00 each); and (2) all interest in Mortuary to brother Keith Roberts; 3) residiary to be equally divided between his 4 siblings (Lindsey, Gloria, Debra, and Keith).

The 2016 will was witnessed by Mary Blueitt and Lena Berry. Blueitt was deceased by the time of the hearing on the will, but Lena Berry was alive and able to testify (she was eighty-nine years old at the time of the hearing). Berry remembered Michael as “both a brother and a son” and they both attended the same church. She testified that one day Michael flagged her down at a service station and asked her to “do him a little favor.” Berry went to a funeral home owned by Michael that afternoon. Ms. Blueitt was already at the funeral home. Michael asked both ladies to sign a document — he never told them specifically that they were signing his will. However, Berry said that she noticed that the document said a “little something about a will” and that she saw the word “will” on it.

The chancellor heard testimony from a witness qualified as an expert in forensic document examination. According to the expert, the signature on the 2016 Will was not consistent with Michael’s signature on other documents and therefore the will was invalid as a forgery.

After hearing the competing testimony of Berry and the expert, Chancellor Kiley Kirk (Carroll County Chancery Court), issued what the Court of Appeals described as “a thorough and eloquent written judgment”, holding that the 2016 will was valid (the Judgment is here). (Estate of Roberts v. Johnson, 2024 WL 4889910 (Miss. Ct. App. 2024))

Teressa and Bryan appealed arguing that the chancellor erred in holding that the 2016 will was valid because Michael’s signature on the will was forged and the court did not give enough weight to the forensic expert’s testimony.

The Court of Appeals, in a unanimous opinion written by Judge Carlton affirmed the Chancellor Kirk.

The ultimate question was whether there was sufficient evidence that the will was “attested” by Berry. Miss. Code Ann. § 91-7-7 provides that the execution of the will “must be proved by at least one (1) of the subscribing witnesses, if alive and competent to testify.” The witnesses did not sign self-proving affidavits, therefore, Ms. Berry’s testimony was necessary to establish valid execution of the will.

To “attest” a will the witness must be able to testify that they know that the document they are signing is a will. To this end the testator must “publish” the will to the attesting witnesses, which means “a communication by the testator, or attributable to the testator that the subject writing is a will.”

Here, there were two arguments made that the will was not sufficiently attested: (1) there was no evidence that Michael ever told Ms. Berry that what she was signing was his will; and (2) the testimony of the expert witness that the 2016 will was not signed by Michael was sufficiently strong to overcome what testimony that Ms. Berry did supply.

Although the court of appeals acknowledged that there was no testimony that Michael ever told Ms. Berry she was signing a will, the court held that “publication may be accomplished through construction.” The court relied on a 1927 case from the Mississippi Supreme Court which recognized the following:

It is sufficient that enough is said and done in the presence and with the knowledge of the testator to make the witnesses understand that he desires them to know that the paper is his will, and that they are to be witnesses thereto. Green v. Pearson, 110 So. 862, 864 (Miss. 1927)

Therefore, with the deference given to the chancellor, the following facts were sufficient to establish attestation: that she knew Michael and witnessed him sign the document, and that she “saw it said ‘will’ over there.” As for the testimony of the forensic expert, the court held that it was up to the chancellor to weigh the credibility of the testimony and the chancellor did not err in giving more weight to Ms. Berry who was on the scene and could testify as to what happened.

One last, although important point. The appellants argued that the 2016 will should not have been admitted into evidence because it was not properly authenticated under Rule of Evidence 901 (“to satisfy the requirement of authenticating or identifying an item of evidence, the proponent must produce evidence sufficient to support a finding that the time is what the proponent claims it is.” Specifically, Ms. Berry could testify that it was her signature on the document but testified “I don’t know” when asked if the document she signed was Michael’s will. The court of appeals affirmed the chancellor’s holding that Miss. Code Ann. §§ 91-5-1 and 91-7-7 set out the standards for authentication of a will — and not Rule 901.

Professor’s Thoughts

This case is a reminder of the value of a self-proving affidavit when executing a will. Miss. Code Ann. § 91-7-7 provides that due execution of a will can be established by:

(1) bringing at least one of the witnesses to court to testify as to the valid execution. The problem with this approach, as demonstrated in this case, is that the witness may not remember what occurred when the execution was years ago. In addition, it may be, like in Herd, that witness may not have been told exactly what they were signing. In Herd, if Ms. Berry had not testified that she saw the word “Will” on the document, it is very unlikely that the will could have been proven.

(2) If none of the witnesses can be produced, the handwriting of the testator and the subscribing witnesses can prove the will. This, of course, requires testimony of individual(s) who can verify the signature of everyone involved in the execution. To see the potential problem with this, consider Matter of Beard v. Christmas, 334 So. 3d 1154 (Miss. 2022). In that case, the proponent of the will put on testimony of someone who could verify the signature of the testator and only one of the attesting witnesses — therefore execution of the will was not established.

(3) Execution of the will can be established by notarized affidavits of the subscribing witnesses. The affidavits can be attached to the will or made part of the will. The affidavits can also be signed at the time the will is executed. The affidavit must include the address of each witness. This approach — using a self-proving affidavit – alleviates the problems that can arise when trying to prove a will after the decedent dies and the witness is either dead or cannot remember what is required to prove due execution.

It is important to remember that an affidavit is testimony in affidavit form. That means that the testimony can be challenged/discredited if the statements made in the affidavit are not true (just like with live testimony). To this end, it is important that the witnesses signing the affidavit know what it says and agree to what they are “testifying” to.

Below is a sample of a self-proving affidavit

Affidavit of Subscribing Witness

STATE OF MISSISSIPPI

COUNTY OF ________________

Personally appeared before me, the undersigned authority in and for the jurisdiction aforesaid, ________________, whose address is _________________________, and __________________, whose address is _____________________________, who, being first duly sworn, state under oath the following:

That on the ___ day of ______________, 20__, the Testator, who is personally known to each of us, in our presence signed, published and declared the foregoing instrument of writing to be his/her Last Will and Testament; that we at his/her request and in his/her presence and in the presence of each other signed our names thereto as witnesses to its execution and publication; that at the time of execution of the instrument the testator was over the age of 18 and was of sound and disposing mind and memory.

Dated this ___ day of ___________, 20____.

____________________________________

Witness

____________________________________

Witness

SWORN TO AND SUBSCRIBED before me this the [] day of [], 20.

_____________________________________

NOTARY PUBLIC

My Commission Expires:

_____________________

<From Robert A. Weems, Wills and Administration of Estates in Mississippi (3d.)>

Happy New Year! And a Question

January 2, 2025 § Leave a comment

By: Donald Campbell

Happy New Year to all! I’m getting back into the groove here at the law school and an interesting topic has been circulating on a Property Professor list serve I follow: should the Rule Against Perpetuities still be taught in the first year Property law course? This same topic circulated on the list serve about 5 years ago and the consensus was that it should be taught. This time, however, the consensus has flipped, with most saying that they do not teach it or that they just introduce it but do not test it. There are 4 primary justifications given for moving away from the Rule: (1) the Rule has lost relevance with the move to abolish the Rule or to adopt the modern “wait-and-see” approach; (2) the time it takes to teach the rule is disproportionate to likelihood that it will arise in practice; and (3) the Rule is best left to upper level classes (such as Wills and Trusts); and (4) the Bar exam rarely tests the Rule (and the NextGen bar will not test it at all).

I have always taught and tested on the Rule. I have also taught (and tested) the other common law rules that abolish future interests: Doctrine of Worthier Title, the Rule in Shelley’s Case, and Destructibility of Contingent Remainders.

I come to the hive-mind to ask: should I still teach the Rule? What about the other rules that destroy future interests? I teach Wills and Trusts and I do not teach the Rule, so if the students do not get exposure to it in Property they are not likely to have any exposure to it. Does the Rule still have relevance today? Does it come up often in practice? Any other thoughts?

The key to “McKee”: Analyzing The Reasonableness of Attorney’s Fees

November 20, 2024 § Leave a comment

By: Donald E. Campbell

In two recent cases the Mississippi Court of Appeals has addressed the award of attorney’s fees in estate matters. In the first case, Estate of Watson v. Watson, 2024 WL 4354006 (Miss. Ct. App. 2024) the court reversed the chancellor based on the award of attorney’s fees over other creditor claims in an insolvent estate. While distribution of assets in an insolvent estates is a topic for another post, in opinion the court notes that the chancellor held that the fees were “reasonable and appropriate” without doing an appropriate analysis under McKee v. McKee, 418 So. 2d 764 (Miss. 1982). McKee sets out seven factors that a court should consider when evaluating attorneys fees. These factors, have become known as the “McKee factors”.

Similarly, in Estate of Stimley v. Merchant, 2024 WL 4439985 (Miss. Ct. App. 2024), an attorney representing an estate sought approval of attorney’s fees in the amount of $48,167.75. After a hearing, the chancellor said the fees were an “astronomical sum”, and would issue an opinion as to what would be a “reasonable fee in light of … services rendered.” Ultimately the court issued an order which provided the following — with no further explanation:

The law firm appealed the judgment which was assigned to the court of appeals. Writing for a unanimous court (Judge Carlton not participating), Judge Lawrence held that the chancellor erred in failing to apply the McKee factors in determining the appropriate amount of fees.

Right to attorney’s fees

The following statute provides for “reasonable” fees to be paid to an attorney providing services to an estate.

Miss. Code Ann.  § 91-7-281. Attorney’s Fees

In annual and final settlements, the executor, administrator, or guardian shall be entitled to credit for such reasonable sums as he may have paid for the services of an attorney in the management or in behalf of the estate, if the court be of the opinion that the services were proper and rendered in good faith. Where the executor, administrator, or guardian acts also as attorney, the court may allow such executor, administrator, or guardian credit for his reasonable compensation as attorney in lieu of his compensation as executor, administrator, or guardian.

The attorney is entitled to “reasonable” fees if the services “were proper and rendered in good faith.” The determination of reasonableness is left to the discretion of the chancellor and an appellate court will review “the reasonableness of the [attorney’s fees] award only for an abuse of discretion, and we will not reverse unless the award is manifestly erroneous or amounts to a clear or unmistakable abuse of discretion.” (¶7). The court ultimately determined that the failure to do any analysis of the McKee factors warranted reversal.

Professor’s Thoughts

I thought it might be worthwhile to examine what is required for an adequate analysis of the McKee factors. As a starting point, chancellors are given a lot of discretion in awarding fees (reviewed for an abuse of discretion). Furthermore, the Stimley court notes “‘the lack of a factor-by-factor analysis does not immediately warrant a reversal.” However, there must be proof ‘support[ing] an accurate assessment of fees under the McKee criteria” (¶ 8) and “the mention of the McKee analysis is not enough to support a chancellor’s award of attorney’s fees.” (¶10).

So the question is: what does a sufficient McKee analysis look like? In footnote 9 of the Stimley opinion, the court references Mauck v. Columbus Hotel, 741 So. 2d 259 (Miss. 1999) as a case where the court did an adequate analysis. Therefore, in the discussion below, the judgment entered by the Chancellor in Mauk will be considered.

McKee Factors: Where did they come from?

McKee was a divorce case in which the chancellor awarded attorney’s fees to the wife’s attorneys and the Supreme Court reversed, holding that the amount of fees awarded was excessive. In granting guidance to courts in determining the appropriate amount of fees the Court held:

In determining an appropriate amount of attorneys fees, a sum sufficient to secure one competent attorney is the criterion by which we are directed. Rees v. Rees, 194 So. 750 (Miss. 1940). The fee depends on consideration of, in addition to the relative financial ability of the parties, the skill and standing of the attorney employed, the nature of the case and novelty and difficulty of the questions at issue, as well as the degree of responsibility involved in the management of the cause, the time and labor required, the usual and customary charge in the community, and the preclusion of other employment by the attorney due to the acceptance of the case.

We think it is not the best practice to estimate the time expended as the basis for a fee as the approximation is more susceptible to error, and thus more suspect than properly maintained time records. Estimates, however, can properly be considered by the court but the attorney who does so should have a clear explanation of the method used in approximating the hours consumed on a case. We are also of the opinion the allowance of attorneys fees should be only in such amount as will compensate for the services rendered. It must be fair and just to all concerned after it has been determined that the legal work being compensated was reasonably required and necessary.

Most of these factors were first set out by the Fifth Circuit in Johnson v. Georgia Highway Exp., Inc., 488 F.2d 714 (5th Cir. 1974) and then cited with approval by the United States Supreme Court in Hensley v. Eckerhart, 461 U.S. 424 (1983). There are 2 factors adopted by the Court in McKee that are not in the cases or the ethics rule: (1) relative financial ability of the parties, and (2) responsibility required in managing the case. I pulled the briefs from McKee to see if the parties cited to authority for these elements — but they did not. So these two factors are unique to Mississippi’s evaluation of attorney’s fees and, at least with regard to the ability to pay factor, may not be appropriate in every case.

The test for attorney’s fee is really a modified-McKee approach

If you look at cases after McKee what you see is that courts will cite to the factors set out in Rule 1.5 (which does not include the two referenced above) and call these the “McKee factors.” For example, in Mississippi Power and Light v. Cook, 832 So. 2d 474 (Miss. 2002), the Supreme Court set out the Rule 1.5 factors, cited McKee, and then said: “These factors are sometimes referred to as the McKee factors.” Id. at 486. Therefore, the standard for determining a reasonable attorney’s fee is best viewed as requiring an analysis relevant Rule 1.5 factors and the additional McKee factors if relevant.

None of the following factors are determinative, but should considered as a whole in evaluating a particular fee.

(1) Relative financial ability of the parties

This is the most unusual of the factors set out in McKee to evaluate the reasonableness of an attorney’s fee. This factor is not found in Rule 1.5 or in any other state lists of reasonableness factors. The question of whether a fee is reasonable not the same question as whether the fee is collectible. It may be that a client will never be able to pay a fee — but that does not make the fee unreasonable.

I think that this factor was listed because it is relevant in domestic relations cases. For example, in Dauenhauer v. Dauenhauer, 271 So. 3d 589 (Miss. Ct. App. 2018), the wife in a divorce action stipulated that the amount of attorney’s fees sought by her husband was reasonable, but argued that it was not appropriate to award fees because of her inability to pay. The court of appeals agreed and held that the award of fees was not appropriate.

Therefore, this factor will be relevant in domestic cases, but is not relevant in other situations where the ability to pay is not a relevant consideration.

(2) The skill and standing of the attorney employed [Rule 1.5(a)(7)]

An attorney that specializes in a particular area of law or who is well respected in a particular area of law may be in high demand and therefore able to charge a higher fee than someone without such reputation or skill. The Mauck court titles this factor as “The Skill Requisite to Perform the Legal Services Properly”:

(3) Novelty and difficulty of issues in the case [Rule 1.5(a)(1)]

If an attorney takes on a case of unusual difficulty or that raises a novel claim, fees that might otherwise be excessive can be considered reasonable: “Cases of first impression generally require more time and effort on the attorney’s part. Although this greater expenditure of time in research and preparation is an investment by counsel in obtaining knowledge which can be used in similar later cases, he should not be penalized for undertaking a case which may ‘make new law.’ Instead, he should be appropriately compensated for accepting the challenge.” Johnson, 488 F.2d 714 at 718.

(4) The responsibility required in managing the case

This is another factor that is unique to McKee and is not found in Rule 1.5 (or in the Johnson factors). In fact, in my research I cannot find any other jurisdiction that has this factor. I am not sure what the Supreme Court relied upon in adopting this factor. It is not referenced in the parties’ briefs in McKee. However, in the McKee briefs there is a great deal of discussion of the numerous lawyers that were involved and the time that they spent on the case. This element may be better framed as a factor that is in Rule 1.5(a)(4): The amount involved and the results obtained.

Assuming this factor is meant to cover the amount involved and the results obtained, the question is whether the fee is in line with the nature of the representation. For example, in Matter of Fordham, 668 N.E.2d 816 (Mass. 1996), a lawyer charged approximately $50,000 (227 hours) in representing a defendant in a DUI case. The testimony received indicated that the lawyer obtained a very good outcome for the defendant (the case was dismissed based on a novel argument), but even the lawyer’s expert testified that she had never heard of a fee in excess of $10,000 in a DUI case. Therefore, even if the lawyer was entitled to a “bonus” for obtaining favorable results, the $50,000 charge was clearly excessive. On the other side, if the matter involved a great deal of money and the lawyer is able to obtain favorable results, a larger fee may be warranted.

(5) Time and labor required [Rule 1.5(a)(1)]

A case that requires a lot of time and effort to resolve would justify a larger fee amount than one where very little effort is required the matter. In this regard, judges should bring into consideration their own background and experience: “The trial judge should weigh the hours claimed against his own knowledge, experience, and expertise of the time required to complete similar activities. If more than one attorney is involved, the possibility of duplication of effort along with the proper utilization of time should be scrutinized. The time of two or three lawyers in a courtroom or conference when one would do, may obviously be discounted. It is appropriate to distinguish between legal work, in the strict sense, and investigation, clerical work, compilation of facts and statistics and other work which can often be accomplished by non-lawyers but which a lawyer may do because he has no other help available. Such non-legal work may command a lesser rate. Its dollar value is not enhanced just because a lawyer does it.” Johnson, 488 F.2d at 717.

The discussion below from Mauck involved cancellation of a lease.

Notice the court references Miss. Code § 9-1-41, which provides that a judge can rely on their “experience and observation” in evaluating whether the time spent on the case was reasonable:

Miss. Code Ann. § Evidence of attorney fees’ reasonableness

In any action in which a court is authorized to award reasonable attorneys’ fees, the court shall not require the party seeking such fees to put on proof as to the reasonableness of the amount sought, but shall make the award based on the information already before it and the court’s own opinion based on experience and observation; provided however, a party may, in its discretion, place before the court other evidence as to the reasonableness of the amount of the award, and the court may consider such evidence in making the award.

(6) The usual and customary fee charged in the community [Rule 1.5(a)(3)]

The baseline to determine whether a fee is reasonable or excessive is what a competent lawyer would charge for the service in the community. This is the loadstar approach — “the most useful starting point for determining the amount of a reasonable fee is the number of hours reasonably expended on the litigation, multiplied by a reasonable hourly rate.” BellSouth Communications v. Bd. of Supervisors, 912 So. 2d 436, 446-47 (Miss. 2005).

The factors discussed above may justify a higher fee than would normally be charged, but for a run-of-the-mill case, the fee should be in line with what would ordinarily be charged for the type of case by lawyers in the community.

(7) Whether the attorney was precluded from undertaking other employment by accepting the case [Rule 1.5(a)(2)]

An attorney who agrees to accept a case and spend time on it to the exclusion of other cases would be entitled to charge a larger fee than an attorney who just accepted a case as part of the ordinary book of business. This is particularly relevant where the lawyer has other available business which they must turn down because representation of the client would result in a conflict of interest. This factor would also cover situations where a lawyer is brought in at the last minute to handle a matter and has to make the client’s case a priority – delaying the lawyer’s other work. This is more than just the lawyer’s business decision to accept a case and refuse another. This is meant to cover a situation where a lawyer could have other business, the client is aware that the lawyer, in taking the client’s case, will be precluded from accepting the other matter (that is why the Rule requires that the situation be “apparent to the client”).

The Mauk court judgment:

Factors were not discussed in McKee, but are included Rule 1.5:

(8) Time limitations imposed by the client or the circumstances [Rule 1.5(a)(5)]

This is meant to cover a situation where a client needs work performed in an expedited manner or where the client comes to the lawyer at the last minute for legal assistance. In these situations, a lawyer would be entitled to charge more for a fee. Essentially the client is paying a premium for the lawyer to drop everything they are doing to handle the client’s matter.

(9) The nature and length of professional relationship with the client [Rule 1.5(a)(6)]

This factor is meant to address situations where a lawyer and client have a long-standing relationship. A long-standing client who has accepted increased fees over time and who has presumably been pleased with the lawyer’s representation should not be able to, in hindsight, argue that the fee is unreasonable (essentially arguing that another lawyer would have charged them less). This factor recognizes good will that develops over time between a lawyer and client has value.

(10) Whether the fee is fixed or contingent [Rule 1.5(a)(8)]

Questions of reasonableness will almost always arise in the context of an hourly rate fee. Contingent fees are not governed by the same standards of reasonableness. There are a couple of reasons that cases that are taken on a contingency fee basis would justify a higher fee than one taken on an hourly rate. The first reason is based in public policy – contingency cases allow those who could not otherwise afford a lawyer to have their case heard. Second, the lawyer who accepts a contingency fee case is taking the risk that they will not recover anything. Acceptance of this risk justifies the recovery of a higher amount of fees. Of course, if the lawyer takes a case where there is no uncertainty in the plaintiff’s right to recovery. For example, in Attorney Grievance Comm’n v. Kemp, 496 A.2d 672 (Md. Ct. App. 1985), the court held that recovery under a contingency fee was unreasonable where there was a statutory right to recover certain insurance proceeds. The court noted: “[w]hen there is virtually no risk and no uncertainty, contingent fees represent an improper measure of professional compensation.” Id. at 676.

A contingency fee can also be unreasonable if the percentage charged is unusually high.

When can a person be presumed dead? An analysis of Miss. Code Ann § 13-1-23 and the 2024 Amendment

October 30, 2024 § Leave a comment

By: Donald Campbell

There is a longstanding common law rule that a person who has been absent for an extended period of time can be presumed to be dead. See Thayer, A Preliminary Treatise on Evidence at the Common Law pp. 319-324 (1898). Mississippi has codified this common law rule since at least 1856, and the statute remained largely unchanged until 2024. This post will cover first the long-standing part of the statute and then the 2024 Amendment.

7 Years Absent or Concealed Can be Presumed Dead

Mississippi Code Ann. Section 13-1-23(1) provides:

(1) Except as otherwise provided in subsection (2) of this section, a person who shall remain beyond the sea, or absent himself or herself from this state, or conceal himself or herself in this state, for seven (7) years successively without being heard of, shall be presumed to be dead in any case where the person’s death shall come in question, unless proof be made that the person was alive within that time. Any property or estate recovered in any such case shall be restored to the person evicted or deprived thereof, if, in a subsequent action, it shall be proved that the person so presumed to be dead is living.

Here are some cases where the statute was applied and interpreted:

  • In Learned v. Corley, 43 Miss. 687 (Miss. 1870), Henry Augustus sailed from New York in 1856 en route to Spain. After five days at sea there was a storm and neither the ship nor any of its passengers were heard from again. Ten years later, in 1866, a hearing was held, and he was presumed to be dead under the statute.
  • In Manley v. Patterson, 19 So. 236 (Miss. 1896), the Mississippi Supreme Court interpreted the phrase “absenting” in the statute. In that case, a husband, wife, and two children disappeared after the husband became “involved in some trouble” in Hazlehurst. The children were left property interest in the will of their grandmother. A guardian was appointed to protect the children’s interest. The contingent beneficiaries of the property under the will sought a declaration that the children were presumed dead. The Supreme Court refused to allow the party to rely on the presumption of death statute, because the statute requires proof that the person “absent” or “conceal” themselves, which requires the ability to do so by a person’s own volition. The presumption of death cannot apply to children who, “by reason of their tender age, [are incapable] of ‘absenting’ themselves from the state, or of ‘concealing’ themselves within it.” The court noted that evidence could still be put on to establish that the children were actually dead, but the party could not utilize the presumption of death.
  • In Frank v. Frank, 10 So. 2d 839 (Miss. 1942), Isom Frank had a life insurance policy payable to his wife, with the contingent beneficiary being his next of kin. Frank’s purported wife was Ollie Lee. The problem was that Ollie Lee married Dan Evans in 1912. Shortly after the marriage Dan moved to Arkansas. None of Dan’s Mississippi relatives knew where he was. In 1927, Ollie wrote to Dan’s sister in Arkansas asking about his whereabouts. The sister responded that Dan had drowned. Thereafter, in 1935, assuming Dan was dead, Ollie Lee married Isom Frank. However, at some point Dan reappeared. The Court (over two strong dissents), held that the statutory presumption of death was rebutted by the fact that Dan reappeared. Therefore, Ollie’s second marriage to Isom Franks was invalid, and she was not entitled to the insurance proceeds as the wife of Isom Franks.
  • In Martin v. Phillips, 514 So. 2d 338 (Miss. 1987), John Martin and his wife, Grace Martin owned 340 acres in Grenada County as joint tenants. Thereafter, on January 20, 1969, John parked his car near the Grenada spillway and disappeared. In 1976 (7 years after his disappearance), Grace filed an action in the Grenada County Chancery Court to have John declared dead under the statute. The Chancery court held that there was sufficient evidence to raise a presumption that John was dead. Thereafter, in 1977, Grace sold the property she held as joint tenants with John to the Phillip’s for $95,000. In a twist that would make soap operas jealous, John reappeared in August 1983 (the court notes that there was no explanation for this “spectral reemergence from the dead”). John filed a petition in chancery court to have the order declaring him dead set aside, and to have the property he owned restored to him. John based his claim on the statute, which provides that, if the person who is declared dead is later determined to be living, “[a]ny property or estate recovered in any such case shall be restored to the person evicted or deprived thereof….” The chancellor set aside the declaration of death but refused to void the conveyance of the property. The Supreme Court reversed the chancellor, holding that it was error to grant a 12(b)(6) dismissal without developing the facts to show the purchasers of the property from Grace did not actually know that John was still alive and that they relied on that fact in purchasing the property. Essentially they would have to show that they were good faith purchasers.
  • The most recent case citing the statute is Matter of Johnson, 312 So. 3d 709 (Miss. 2021). In that case, Ashley filed a petition in the Hinds County Chancery Court asking the chancellor to declare her father, Audray Johnson, dead, arguing that he “had been gone from his physical body for more than seven years and should be presumed dead.” Audray (who had changed his name to Akecheta Andre Morningstar), testified at a hearing on the petition that Audray’s “spirit expired more than seven years ago, and Morningstar now occupies Audray’s physical body.” The supreme court quoted the chancellor with approval in affirming the denial of the declaration of death:

The reality is that we are identified by our physical body. Our physical body is given a birth certificate and social security number to identify our person and ultimately a death certificate. Our physical body can be identified by our DNA, fingerprints, and physical appearance. It is uncontested that the physical body of Audray Johnson is the body Morningstar now occupies.

Id. at 711.

2024 Amendment: Zeb Hughes Law

On December 3, 2020, Zeb Hughes (21) and Gunner Palmer (16) went missing while hunting ducks on the Mississippi River near Vicksburg. While search teams found their boat and some hunting equipment, the bodies of the boys have never been recovered. Now, more than three years after the disappearance, under the statute discussed above, the families would still have to wait four more years before a death certificate could be issued. The mother of Zeb Hughes, who worked to have the law amended noted that there are a number of times she has needed a death certificate to handle affairs on behalf of her son and could not do so because seven years have not passed.

The 2024 Amendment, which is titled the “Zeb Hughes Law” provides that a person who has undergone a “catastrophic event that exposed the person to imminent peril or danger reasonably expected to result in loss of life” and whose absence cannot be explained after a diligent search is presumed to be dead if there is uncontradicted testimony from those having “firsthand knowledge of the event” (law enforcement officers, first responders, search and rescue personnel, eye witnesses, etc.) that the person died in the “catastrophic event.” The hearing can be held 2 years after the event and the “loss of life shall be proven by clear and convincing evidence.” Notice of the hearing must be provided to the “coroner, the district attorney and the sheriff of the county” in which the event occurred.” If the evidence is sufficient to establish the presumption of death, the death is presumed to have occurred at the time of the catastrophic event.

The law also amended Miss. Code Ann. § 41-57-8, and requires the State Registrar of Vital Statistics to issue a death certificate upon receipt of a court order finding a presumption of death.

Professor’s Thoughts

I first heard about this amendment at a CLE for public defenders. The speaker before me was talking about the impact of this amendment in the criminal prosecution/defense world in cases where someone is missing and foul play is suspected. Looking at the statute, I think it is going to raise some interesting issues in the future, for example:

  • What is meant by “catastrophic event”? There is no definition of the term. Does the phrase mean situations where a person has gone missing — like Zeb Hughes? Is the catastrophic event the presumed drowning? Is it the event that caused them to drown — Zeb’s mother thinks it was the turbulent waters of the Mississippi River although that is speculation. The speaker at the CLE said that he believed that the phrase “catastrophic event” was intended to be more like a hurricane or flood. That definition of catastrophic event would not cover the missing person situation without some kind of natural disaster or other widespread event. This interpretation is justifiable if based on the text but not if you look at legislative intent (and the title of the amendment).
  • There is also a question of what to include on the death certificate. A medical examiner may be unwilling to sign off on a death certificate that states a presumed cause of death without having a body to confirm the cause of death.
  • There is also no provision for what happens if the person presumed to be dead ultimately reappears. The amendment to the statute specifically states that section (1) which provides that if a person presumed dead appears they are entitled to have their property restored.