30 Fla. 612 | Fla. | 1892
From the bill and the admissions of the answer it appears that Andrew Anderson, Sr., father of the'appellant, died in St. Augustine, Florida, on or about the 9th of November, A. I). 1889, leaving a last will and testament, in which the testator’s wife, Clarissa C. Anderson, wd’o survived him, ivas named sole executrix. That this will was duly probated and admitted to record; and that she qualified and acted as executrix thereof. By this will the said Clarissa C. ■was not only madr sole executrix, but was given a life estate in all of the testator's property,"* real and personal, with remainder over in fee to the children of the testator share and share alike as tenants in common, and not as joint tenants, and to their respective heirs, executors, administrators and assigns forever
In the answer of the defendant to the bill there is a demurrer raising the issue whether the bill contains sufficient allegations of fraud on the part of Clarissa C. Anderson, as executrix of Andrew Anderson, Sr., and as life tenant under his will, in the disposition made by her of the properties of her testator that are sought to be avoided and overturned by the bill, in order to require an answer thereto by the defendant, or to authorize any relief by reason thereof. The appellant contends that the bill does not contain a sufficient definite allegation of facts to constitute fraud in the acts of the executrix, or that will authorize inquiry therein, or any relief by reason thereof. We will dispose of this issue first, as it concerns the pleadings in the cause. The following allegations of fact, in substance, set forth in the bill, must be considered in their proper connection and as to their legal effect, if true, in the consideration of this point:
2d. That by said will the said Clarissa was made devisee for her natural life only of all his properties, real and personal, with remainder over to all of the children of the elder Anderson in fee.
' 3d. That the personal estate of the testator that went into her hands in her dual character as executrix and life tenant was appraised at over $20,000, besides debts due the estate amounting to over $7,000, and other personal property to which no definite valuation was attached. And that besides the personalty the said testator at the time of Ids death was seized and possessed of much valuable real property in St. Johns county, Florida, that was productive and amply sufficient to support the life tenant and pay expenses of administration.
4th. That the debts of the said Anderson, Sr., at the time of his death amounted, on complainants’ information and belief, to less than $5,000, and that said executrix had sufficient available assets at her command to pay all lawful debts and claims against the estate without selling any of the real estate or personal property.
5th. That the said Clarrissa C., when her husband died, had no property of her own, nor did she after-wards receive by inheritance, gift or otherwise, any
Cth. That she commenced a series of fraudulent actions whereby she eventually absorbed the whole estate. That she sold a large number of negro slaves and received payment therefor, and collected large sums of money due and owing to.said estate, and appropriated the moneys thus received to the purchase of real and personal property in her own name, and to other uses and purposes personal to herself.
7th. That she procured a power of attorney to mortgage the real property to pay an alleged debt, when at that very time she held mortgages belonging to the estate amounting to $8,000 or $10,000, and could have paid the debt without encumbering any of the lands.
8th. That instead of foreclosing the Peter Sken Smith mortgage of $6,300 due the estate, she bought in the property covered by it at a tax sale thereof, taking the title to herself individually.
9th. That during the twelve years of her administration of said estate, she absorbed these valuable lands, besides more than $25,000 of personal property, and $2,000 of borrowed money, while the indebtedness in 1851, as she claimed m her petition for the sale of
10th. That on the 7th day of July, 1851, she petitioned the County Court for an oi’der to sell the real estate of her testator for the purpose of paying her alleged advances claimed to be due herself, amounting to $4,858.80, and the $2,000 borrowed from Mrs. Peck. That she obtained an order for such sale, and on the 15th day of July, 1851, she sold the Markland cottage place and a lot on St. George street to William A. Forward for $1,640. That the same land was deeded back t-o her in her own name and right by Forward shortly after for the sum of $1,660. That the property thus,sold was worth at the time of said sale largely more than the amount paid for same.
11th. That during the period of her administration while the estate was rapidly wasting away, said executrix was purchasing valuable real estate in her own name ; and that, while she had no property of her own when her husband died, and acquired none afterwards, yet in 1851, when she applied for the sale of this real estate, she reports the estate indebted to her in the sum of nearly $5,000, and pretends to have $1,660 to pay Forward with for the purchase of the real estate.
12th. That Forward was a lawyer and her intimate friend and counselor, and that the transactions were contrived to defeat the elder Anderson’s will.
The effect of all these allegations is, that the said Clarissa C. has mismanaged, wasted and appropriated to herself individually all the estate of which she was the executrix ; and that she' received personal property of the said estate largely in excess of what was necessary to liquidate all the debts without resort to any of the realty; and that therefore the sale of the realty was unnecessary. This, coupled with the allegation that she had no property of her own at her husband’s death, and acquired none from any source af terwards except from his estate, and with the further allegation that while the estate was wasting away, she was purchasing valuable real estate in her own name and right, seems to us to be tantamount to a direct allegation that she misappropriated the assets of the estate to the purchase of property in her own name and right. The effect of these allegations, coupled with the charge that William A. Forward was her intimate friend and counselor, and purchased the real estate at her sale for $l,640and shortly after re-conveyed to her in her own individual right for an express consideration of $1,660, and that the transaction was contrived to defeat the elder Anderson’s will, we think amounts
The next alleged error that we will consider is the contention of the appellant, that because the evidence in the cause developed the fact that Henry P. Northrop and Thomas Ryan, as executors of Claudian B. Northrop, Sr., deceased, had no interest in the subject-matter of the suit, the decree was erroneously made with their names retained as parties complainant. A sufficient answer to this objection, we think, is, that it was established by the proofs that Claudian B. Northrop, Sr., deceased, was by the deed of ante-nuptial settlement of Emily Constance Anderson, who married George W. Taylor, made sole trustee of the interest of the said Emily Constance as an heir-at-law and devisee of the elder Andrew Anderson, in and to the properties involved in this suit, and was such trustee at the time of his decease without any consumationof the trust. One of the uses to which such interest was dedicated in his hands as such trustee being, “that he should hold the same upon trust to and for the legal representatives and distributees of the estate of the said Emily Constance such as there shall have been at the Jime of her death.” Claudian B. Northrop, Sr., trustee, having died leaving a will,
It is contended for the appellant that the relief sought herein is barred by the express provisions of our statute of limitations; and in urging this point it is insisted that the object of the suit is to have certain sales declared void, and deeds cancelled on the ground of fraud, and that our statute expressly bars relief in actions predicated upon fraud. While it is true that the bill does allege divers fraudulent acts of the- 'executrix, Clarissa C., in the disposition by her of the real and personal estate of her testator, and seeks to have such fraudulent disposition of the realty annulled, yet these averments and the specific relief prayed thereon are only incidents to the main purpose and object of the bill, which is for an accounting generally by the executor of the executrix, Clarissa C., for the proper
It is contended further for the appellant that the cause of action to annul the disposition of the realty made by the executrix, accrued to the complainants in July, 1851, when the sales were, made by her, and that they are barred by time, and estopped by laches in not instituting suit earlier. By the will of Andrew Anderson, Sr., all of his property, real and personal, was bequeathed and devised to his wife, Clarissa C., the executrix of his will, for and during her natural life, with remainder over in fee to all of his children, share and share alike. It is alleged in the bill, and not denied, but admitted by the answer, that the said Clarissa C. held continued possession of much of the most valuable part of the realty of her testator’s estate from the date of his death until her own decease. Under these circumstances, was it incumbent upon the remaindermen during her life-time to look into the char
It is further contended for the appellant that the complainants are barred of any remedy in equity, apart from the express bar of the statute by laches. In considering this question, the dual character of the appellant’s testatrix, Clarissa C. Anderson, 1st, as executrix or trustee of the estate of her deceased husband, and, 2d, the position of life tenant that she had the right to hold under her testator’s will, and that she might have held towards all of his property not properly consumed in the payment of his legal liabilities, had she been properly relieved of her liabilities and responsibilities as executrix, must be borne in mind in connection with the nature of the relief sought by the bill; and the dual attitude of the complainants: 1st, as devisees under the will generally, seeking an accounting from the executrix of the properties entrusted into her hands as such, and 2nd, the character given to them by. the will as reversioners entitling them to the corpus of the property devised only at the termination of the natural life of she that was executrix. And wre enter the discussion of this
With this statement of the principles that govern in this case, we will now apply them to the pertinent facts and circumstances that have been established, as we think, in the proofs, for the purpose of ascertaining whether, and to what extent, the complainants, considered either as ordinary devisees, or as remaindermen under the limitations of their ancestor’s will, are to be charged with laches in their effort to recover the devised properties that they find in kind in the hands of the person at her decease who w~as trustee of such property, and who had the rights also, by the will of her testator, of a life tenant in such property.
It is admitted that the elder Andrew Anderson died leaving a will; that it was duly probated; and that the defendant’s testatrix, Clarissa C. Anderson, was named in and qualified and acted as the sole executrix thereof. That she, under said will, took charge, control and possession of all the real and personal properties of said estate. That she died in 1881, and at that time still retained in her possession a considerable portion of the real estate of her testator, and some little of the personalty in kind, besides some real estate that, it is clearly established, she acquired title to by means of obligations enuring from others to 'the estate. The proofs, we think, establish clearly the further facts that all the complainants and all of those in whose right they claim by inheritance were contin
The bill and the developments from the proofs present the case to our minds as being one where reversioners, entitled to the corpus of the estate only at the termination of the life of one who has the rights of a life tenant, and who is also executrix and trustee of the property, quietly, and without fault of their own, waiting for the time to arrive when they can claim that property as their own; during all of which period of
The appellant contends further that the complainants’ bill is defective because it fails to affirmatively disclaim that the complainants’ ancestors were also without knowledge of the mismanagement and appropriation of the estate alleged to have been made by the executrix, and of the Probate Court proceedings by which the title to the lands of the estate were devoluted into the individual name of the executrix. There is a well-established rule affecting more directly the pleadings in a court of equity to the effect that where a bill upon the face of its allegations shows long acquiescence and laches by the complainants in the assertion of their claims, then it becomes necessary for them, by way of excuse for such apparent acquiescence and laches, to allege and prove some actual hindrance or impediment to the seeking of their rights, such as concealment of, or faultless want of knowledge of facts, and if they fail to allege or prove such excuse or reason for the long delay, laches will be imputed to them, and the courts will refuse their aid by reason thereof. Badger vs. Badger, 2 Wall., 87. And if the bill shows such laches on its face with
Having found that the executrix, Clarissa C., was never discharged or relieved in any way of her position of trust as executrix, and that she has never rendered • any final or full accounting of her trusteeship, and that she was still such trustee at the time of her death, we will now, in connection with the subject of laches, en- ■ quire how far and to what extent' it would be proper, under all the circumstances oí this case, to require an •accounting from the executor of the executrix for the properties that went into the hands of the latter as •such. That she, as executrix, was required to make ■annual accountings of her administration, and, within a reasonable time, a full, minute and final accounting thereof, are matters of law which the complainants were bound to take notice, and their ignorance thereof furnishes no excuse for their delay in demanding such an ■accounting if they saw proper to have, or desired one. Campan vs. Godfrey, 18 Mich., 27; Adams vs. Guerard, 29 Ga., 651; Brist vs. Yeaton, 101, Ill, 242. Before moving for such an accounting the complainants Nave waited for more than forty years since the executrix, as such, took charge of the estate; and until after her lips are forever closed to all explanation, in death, -and until all witnesses conversant with her actings as executrix are dead, and until the archives of the office where the record evidence of her acts should have been •kept, have passed through the recklessly destructive
In Lafferty vs. Turley, 3 Sneed (Tenn.), 157, a case analagous to the one under consideration, the administrator rendered' no accounts whatever, not even filing an inventory of the estate. He administered in 1823,
We turn now to a consideration of the issue as to the validity of the ju’oceedings had in the County or Probate Court of St.' Johns county, by which the appellant claims that his testatrix acquired an adverse title to the realty of the estate of her testator that was found in her possession at .her death. The appellees contend that said proceedings, and the title predicated thereon, are void, because upon their face it is shown that the Probate Court had no jurisdiction to order the sale thereof. That the jurisdictional fact — ‘‘that the personal estate had been exhausted” — is not shown by said proceedings to have appeared. The appellant, on the other hand, contends that the question of the Probate Court's jurisdiction to order suck-sale can not now be made to avail the complainants,
We agree with appellant’s position, that whether the Probate Court had jurisdiction or not to order this sale, it can not avail the complainants because in their pleadings they have not presented any such issue. The rule is thus stated in Story’s Equity Pleading (9th ed.), sec. 257: “Every fact essential to the plaintiff’s title to maintain the bill, and obtain the relief, must be stated in the bill, otherwise the defect will be fatal. For no facts are properly in issue, un less charged in the bill; and of course no proofs can be generally offered of facts not in the bill; nor can relief be granted for matters not charged, although they may be apparent from other parts of the pleadings and evidence, for the court pronounces; its decree secundum allegata et probata.” Glascott vs. Lang, 2 Phillips (22 Eng. Chy.), 310; Hoyt vs. Hoyt, 27 N. J. (Eq.), 399 ; Eyre vs. Potter, 15 Howard, 42 ; Hart vs. Stribling, 21 Fla., 136; Branerd vs. Arnold, 27 Conn., 616. Reaching this conclusion, the question of the jurisdiction of the Probate Court to order this sale is eliminated from further consideration in the case.
We turn now to a discussion of the necessity for, and the bona tides of, this sale of the realty. And we announce it as a preliminary proposition that ifRhere was sufficient personal property' that went into ’the
Although we think it proper, as above shown, to close the door, after such great lapse of time, to a strict and minute accounting by the executrix of the elder Anderson, in her capacity as such, particularly so far as the personalty is concerned, yet we think it proper, under the peculiar circumstances of this case, to resort to the annual returns made by her that are still extant,- as evidence, for any light that they might throw upon the subject now under consideration— the necessity for, and bona fides of, this sale of the realty.
Referring to the appraisement list, still extant, of the personalty, we find that the aggregate total thereof, concluding three negroes and some railroad
Another fact stronlgy in support; of the allegation of the bill that the ■ executrix absorbed the estate and appropriated its properties to her own individual uses, and consequently that the sale of its lands was unnecessarily effected by her for the ostensible purpose of paying debts, is the transaction in reference to the Felicia Garvin lot that had been sold by her testator in his lifetime to the said Garvin for $2.500; $1,250 of this was paid prior to the testator’s death, leaving a balance of $1,250 still due of the purchase price. After the testator’s death the executrix instituted an action in the courts in her own individual name, to foreclose the vendor’s lien — a debt due to her testator’s estate. She obtained a decree, and the property being sold to satisfy the decree, she also took title to that piece of property in her own name individually, instead of to herself as executrix, with no accounting therefor. Still another fact showing a misappropriation of the properties of the estate, instead of paying its debts therewith, is the sale of a slave, “Cmsar,” to one Papv for a lot of land in St. Augustine, the title
For all of these reasons we are driven irresistibly to the conclusion that the dealings of this executrix with' the personal effects and real estate of her testator were not Ixnui fide, and that the sale of the real estate procured to be made by her was entirely unnecessary; and that its sale resulted from and grew out of the prior misapplication made by the executrix of the personal assets of the estate, if not for the express purpose of diverting the title to herself individually. There is
the equity is, whether it is a lien, or an encumbrance, or a trust, or any other claim; fr>r a bona fide purchase of an estate, for a valuable consideration, purges away
As to the property mortgaged by Peter Sken Smith to the executrix, and purchased by' her at tax sale in her own individual name and right; inasmuch as she held this property as security for so large an indebtedness that she made no effort to collect or enforce out of the property, and for which there is no pretence even that she ever accounted; and that it seems •from the allegations of the answer, was all that she could ever have reaped from the mortgage, viz: the mortgage land itself, we are of the opinion that, under all the circumstances,. her tax title purchase thereof should enure to the benefit of the remainder-men, who would have been entitled to the fruits of the mortgage had she purchased, it at a foreclosure sale thereof, instead of at the sale: and that her executor should account and render to the complain* aints- their proportionate share of all sums realized by his testatrix from the sales of any and all portions thereof that may have been sold and conveyed by her during her life time, with interest thereon, from the date of her death. Varney vs. Stevens, supra; Daviess vs. Myers, 18 B. Monroe, Oil; Whitney, Admr., vs. Salter, 36 Minn., 108.
As to the Felicia II. Garvin lot, bought by Mrs. Anderson in March, 1844, at the sale to enforce the vendor’s lien of the estate on same; we think that she should account for the price at which she sold and conveyed it, with interest from her decease.
Opr judgment is that the complainants and the defendants Crafts are entitled to a decree for their respective shares and interests according to the provisions of the will of Andrew Anderson, Sr., in and to all of the real estate included in the deed from William A. Forward to Clarissa C. Anderson that was
An application for a rehearing in this cause has been made, and is denied, because it presents no matter of either law or fact that has not received that careful consideration by the court that the importance of the issues involved demanded.