76 So. 489 | Miss. | 1917
Lead Opinion
delivered the opinion of the court.
Appellants exhibited their bill in equity against the appellees. There was a demurrer to the bill, the demurrer was sustained, and from the decree sustaining the demurrer and dismissing the original and amended bill, appellants prosecute this appeal. H. H. Brickell, J. B. Ellis, and J. J. North are successors in office of the trustees originally appointed under the will of J. F. Powell, deceased, and the other appellants are the children and next of kin of J. F. Powell, deceased, a former citizen.of Yazoo City. The will of J. F. Powell is as follows:
“In the name'of God, Amen: I, J. F. Powell, of Yazoo City, Mississippi, realizing the uncertainty of life and the certainty of death, and being of sound and disposing mind and memory, do hereby make and declare this to be my last will.and testament; revoking all other wills and testaments heretofore made by me.
*427 ‘ ‘Item No. 1. I hereby will and direct that my executor, hereinafterwards named, shall, as soon as possible, collect in all monies owing to me and out of fund and any other monies coming into his hands, pay my just debts.
“Item No. 2. I hereby will and bequeath to the persons named in this item legacies as follows: To my sister, Mrs. E. R. Anderson of Yazoo City, Miss., the sum of two thousand dollars, to my sister, Mrs. G. A. Petit the sum of two thousand five hundred dollars,- to Mrs. Jennie Lock-hart the sum of one thousand dollars, to W. K. Kennard the sum of ($1,000.00) one thousand dollars; to R. R. Crook the sum of one thousand dollars; to Joe Holberg the sum of one thousand dollars; to W. B. Sallis the sum of five hundred dollars; to Bre Butler the sum of one thousand dollars; to J. J. Muse the sum of five hundred dollars; to Nye Crook, the daughter of R. W. Crook, the sum of one thousand dollars; to Mrs. R. W. Crook, the wife of R. W. Crook, the sum of one thousand dollars; to Allen B. Kling the sum of one thousand dollars; to W. S. Goosey, the sum of one thousand dollars, to Mrs. Elizabeth Powell, the wife of my deceased brother John Powell, the sum of five hundred dollars ($500.00); and to my servant, Rachael Hendricks, the sum of seven hundred fifty dollars.
“Item No. 3. I hereby will and bequeath and devise to my niece, Miss Mollie Powell, the daughter of my deceased brother, John Powell, that certain plantation situated in Yazoo county, Miss., and known as ‘Pleasant Green.’
“Item No. 4. All the rest and residue of my property, both real and personal, I will, bequeath and devise, in trust, to Thomas H. Campbell, Sr., trustee for the purpose hereinafterwards specified, and with the limitations and exceptions hereinafterwards mentioned, to have and hold in trust for the use of my son, John F. Powell, and his wife, Virginia Powell, for and during their natural lives, and in the event of the death of either, for the use and benefit of the survivor for and during his or her natural*428 life, and upon the death of the survivor the trust herein mentioned shall terminate, and the property herein devised to said trustee, shall vest in the children of John F. Powell, or the descendants of such children, and in the event of the death of said John P. Powell, without children, then upon the death of Virginia Powell, the wife of John P. Powell, the property devised in trust, as aforesaid, shall vest in my right heirs forever.
“I further direct that out of the rents, issues, profits and income of said property that said trustee, or his successor, shall pay John P. Powell, and his wife, Virginia Powell, during their natural lives, jointly, the sum of two thousand dollars per annum, said sum to be paid in monthly installments, and upon the death of either John P. Powell, or his wife said sum shall be paid to the survivor for and during his or her natural life; and the rest and residue of said rents, issue, profits, and income, after the payment of all expenses necessary for the proper improvement, management and maintenance of said property shall become a part of the corpus of my estate, and said trustee shall invest the same or any other idle monies that he may have in his control, by lending out the same and taking as security therefor first mortgage on real estate or other undoubted security, at the highest rate of interest obtainable which is consistent or with safety and security.
“I further direct that the said trustee or his successor in office may with the consent of the chancellor of the Yazoo county chancery court, sell and dispose of the property bequeathed and devised to said trustee, and in case of sale shall invest the proceeds as aforesaid, but it shall not be incumbent on the purchaser to see to the application of the proceeds.
i t rp[le rea} estate herein devised to said trustee is upon the following conditions and limitations and exceptions, that I hereby devise the house and lot in Yazoo City, Miss., now occupied by me as a residence, to my son, John P. Powell, directly, absolutely and in fee simple, and I further direct that the said John P. Powell, and wife Virginia*429 Powell may select as their home to he resided upon by them any of the plantations comprised in the real estate devised herein, and shall have the same free of all rent while so occupied by them, but the title to such plantation ’f so selected shall not be divested out of said trustee.
“The income herein provided for the benefit of John P. Powell and his wife Virginia Powell shall not be anticipated by them or either of them, nor shall the property devised to said trustee be in any way liable for any debts incurred by said John P. Powell and Virginia Powell or either of them.
“I further direct that, if, from ill health or other unforeseen cause, in the opinion of the said trustee, it should become expedient and proper, for the comfort and convenience of said John P. Powell and Virginia Powell, or either of them, that the income herein provided for their benefit should be increased, the said trustee shall have power to do so.
“Item No. 5. I hereby nominate and appoint R. W. Crook executor of this my last will and testament, and direct that he shall wind up my estate as speedily and economically as possible, consistent with good management: If I am engaged in the mercantile business at my death, for the purpose' of collecting debts due me and to prevent a sacrifice of the goods, wares, and merchandise, my executor may continue said business for a time not exceeding one year.
“I further direct my executor to erect a suitable and proper monument over the grave of my wife, provided I have not done so prior to my death. And I further direct my executor to erect a similar monument over my grave.
“I further direct that my executor shall not pay the legacies herein bequeathed until one year after my death and in his discretion he may pay only one-half at the end of the first year and the balance within two years from my death.
“On page 1, line 23', the name of ‘Mrs. S. A. Pettit’ is corrected to read ‘Mrs. Gr. A. Pettit.” On page 2 line 4*430 the word ‘son’ is hereby corrected so as to read ‘daughter.’ On page 2 at line 32 the words ‘and exceptions’ were interlined and the word ‘after’ marked out. All of these corrections and interlineations being made before the signing of this will.
“Witness my hand this 6th day of Oct., 1908.
“J. F. Powell.
‘ ‘ Attest: B. J. Barrier,
“Attest: Geo. H. Quekemeyer.
“The above-named J. F. Powell, being of sound and disposing mind and memory, declared the above to be his will and testament and signed and published the same as such in our presence, and we at his request, signed our names hereto as subscribing witnesses, in his presence and in the presence of each other.
“This 6th day of Oct., 1908.
“B. J. Barrier.
“Geo. H. Quekemeyer.
“This codicil to my foregoing will and testament made, published and declared this 19th day of August, 1909. In addition to T. H. Campbell, Sr., named in item 4 of my said will, I hereby appoint R. W. Crook, and the Bank of Yazoo City as trustees to act jointly with said T. H. Campbell, Sr., and all powers vested in said Campbell as trustee are hereby vested in said T. H. Campbell, Sr., R. W. Crook, and the Bank of Yazoo City. In the event of the death of either the said Campbell or Crook, they shall have the power to appoint by will their successor. I direct that the trustees herein named and the executor named in my will be not required to give bond as such.
■ “I will and bequeath and devise, in addition to the legacies heretofore given to R. W. Crook, and the said Lillian W. Crook, to the said R. W. Crook and the said Lillian W. Crook, my plantation in Yazoo county known as Gandercleugh and all the live stock on the same ai the time of my death. To my niece Bessie Atkinson I will and bequeath the sum of five hundred dollars to be paid as the*431 other legacies mentioned in my will dated the 6th day of October, 1908.
“Witness my hand this 19th day of August, 1909.
J. F. Powell.
■“Attest: E. S. Crane,
‘ ‘ Geo. H. Quekemeyer.
“ T. M. Lightcap.’’
In the course of executing the will, the executor exhibited a petition to the chancery court under sections 2075 and 2079 of the Code of 1906 for the sale of certain valuable real estate to pay the debts of J. P. Powell, deceased. This petition was filed upon the theory that it •was preferable and to the best interests of all parties that the real estate be sold in preference to the personalty. This petition was exhibited by the executor named in the will and the trustees,. T. H. Campbell, R. W. Crook, and Bank of Yazoo City, answered the petition, and by their answer admitted that the prayer of the petition should be granted. The answer says:
■ ‘ ‘ They believe it is to the best interest of the said estate that the petition should be granted and the real estate should be sold to pay the debts. ’ ’
The chancellor thereupon decreed:
That R. W. Crook, the executor, is authorized and directed to sell any real estate belonging to the estate “for the purpose of paying the debts of said J. P. Powell, deceased, and he is authorized to sell only so much of said land as is required to pay the debts of said J. P. Powell, deceased; that is, to an amount not exceeding ninety-five thousand dollars, as set forth in the petition as the amount of unpaid debts now owing by the estate of J. P. Powell.”
It appears that J. P. Powell was the owner of a number of plantations, a mercantile business in Yazoo City, a large amount of shares of stock in corporations, and other personaltv. The executor in presenting his petition praying that the real estate be sold had citation served upon the trustees of the will, but upon no other persons.
“Heirs or Devisees to be Summoned. — When a petition shall be filed to sell or lease land to pay debts or otherwise affecting the real estate of a deceased person, all parties interested shall be cited by summons or publication, which shall specify the time and place of hearing the petition; and if the petition be filed by a creditor or by a purchaser to correct a mistake in the description of the land, the executor or administrator shall be cited. ’ ’
With this brief statement of the case we shall proceed to announce the conclusions we reach.
The sale to Lightcap cannot be successfully attacked in this proceeding unless the decree authorizing the sale is absolutely void. If the court had jurisdiction of the subject-matter and of the parties, then confessedly the ■decree is good. There is no serious contention that the
The answer to this question requires a construction of section 2079 of the Code. The title of this statute declares, “Heirs or Devisees to be Summoned.” In the body of the statute it is declared, “All parties interested shall be cited by summons or publication.” The statute, in our judgment, here speaks of and embraces those who have a vested interest in the land itself — the heirs and devisees- or the assignees of either. Although the personal estate of a decedent goes to the executor or administrator primarily charged with the debts of the decedent, yet in Mississippi, by section 2056 of our Code:
‘ ‘ The lands of the testator or intestate shall also stand chargeable for the debts and such expenses over and above what the personal estate may be sufficient to pay, and may be subjected thereto' in the manner hereinafter-directed.”
By this statute the real estate stands charged with the debts in any case where there is an insufficiency of personalty ok no personalty whatever. Section 2075-goes a step further, and provides, as stated, for a sale of the real estate in certain instances in preference to a sale of the personalty. Under any petition to sell,
“One case is given by the statute in which he [administrator] may sell the real estate, and that is when the personal property is insufficient to discharge the debts of the deceased. Another is perhaps where it can be shown that it will'be for the interest of the heirs to convert it into money. But in any proceeding, in the one case or the other, the heirs must have notice. This is required by the statute as well as by general principles of justice.”
In that case the decree of the probate court was attacked because of the lack of notice to the heirs of the proceedings there had to sell the real estate. The language of the statute which appears in Hutchinson’s Code on pages 666 to 667 provides that:
Citation should issue to “all persons interested in the lands, tenements, and hereditaments of the deceased.”
And at another point:
‘ ‘ The heir or devisee whose lands, tenements, or hereditaments, so descending or devised, shall be sold as aforesaid for the payment of the debts of the intestate or testator, may compel all others claiming or holding under such intestate or testator, to contribute in' proportion 'to their respective interests, so as to equalize the burden or loss. ”
The provision last quoted has been brought forward and is now a part of section 2069 of the Code, providing that:
“The heir or devisee whose lands shall be sold may •compel” contribution.
Again, in the case of Puckett et al. v. McDonald et al., 6 How. 273, is presented an attack similar to the present controversy, and the court held that:
*435 They “had no jurisdiction of the persons-interested in the subject of the deeree, because no' notice, either actual or constructive, was ever given them.”
Mr. Howard, the official reporter, wrote to this case the following syllabus: .
“A sale of the lands belonging to the estate of a person deceased, under an order of the probate court, which does not show notice to the heirs of the estate, is void.”
We have here for emphasis undérscored the word "heirs.” In the latter case of Laughman v. Thompson, 6 Smedes & M. 259, the court, on page 269, again used the words “heirs at law,” saying:
“It must appear from the records of the probate court, in cases of the sale of lands by an administrator under its order, that legal notice has been given to the heirs at law.”
The case of Martin v. Williams, 42 Miss. 210, 97 Am. Dec. 456, shows another attack made upon a decree ordering the sale of lands. In this case there was a will, and the court, by.Shackelpord, C. J., said:
“The only citation in this -case is copied into the record. On the 15th of November, 1858, as we have seen, this citation was returned by the sheriff 'executed.’ All the devisees in the will were embraced- in this citation. It is obvious that this return of the sheriff is untrue in point of fact. It was impossible for him to have executed that process upon the residents of Lowndes and Octibbeha counties and the resident of the state of Alabama.- It necessarily follows that parties in' interest were not sérved with process, and their interests are or were not affected by the.decree.”
In Paine v. Pendleton, 32 Miss. 320, there was a petition to sell lands because of an insufficiency of personalty. Not only the heirs were made parties in that case, but the purchaser from the intestate in his lifetime and the purchaser of a part of the land from'the heirs of the intestate since the latter’s death were all made de
“The object of the proceeding was to sell the lands for the payment of debts of the intestate. Not only the heirs, but all other persons interested in the lands, were required to be notified of the application and warned to appear, and show, cause against it.”
The distinguished reporter, then officially serving the court, construed this language as meaning “all persons interested in the lands of the decedent, and who prima facie have title thereto, have a right to appear and contest the application.” Again, in Hargrove v. Baskin, 50 Miss. 194, the court said:
“The heir or devisee must be made a party” — citing Paine v. Pendleton, supra, and Ferguson v. Scott, 49 Miss. 500.
The phrases “parties interested” and “parties in interest” appear several times in the chapter on “Executors and Administrators.” Section 2059 uses the phrase “parties in interest” in requiring citation when personal property is sought to be sold for the benefit of the estate, and not for the purpose of paying debts. The statutes authorizing the leasing of land for a term of years direct that “parties interested shall be summoned. ’ ’ In all these statutes can it be ’ said that the holders of contingent interests should be made parties? Creditors are indirectly interested. Is not the primary purpose of the statutes to require simply that owners of the estate sought to be sold should be brought before the court? We think so.
This brings us, then, to a consideration.of the will of John P. Powell and the determination of the ■ character of estate taken by John and Virginia Powell, and the other collateral kin here suing. In construing the will we look to the general-scope and purpose and the entire language, employed. In the instant case there are'good
“Trustees of real estate for the payment of debts or legacies may sustain a suit either as plaintiffs or defendants, without bringing before the court the creditors or legatees for whom they are trustees, which, in many cases, would be impossible, and the rights of the creditors or legatees will be bound by the decision of the court against trustees.”
Under the language of the will here under review it cannot be doubted that the trustees are fully empowered to prosecute necessary suits for the recovery of debts due the estate and to protect their title and possession. They have the equal right to defend litigation. The cases are frequent where trustees in a bond mortgage are held to represent fully the interest of the bondholders and where the trustees are held to be the only necessary parties. A case of this kind appears in our court. A. & V. R. R. Co. v. Thomas, 86 Miss. 27, 38 So. 770. In the early case of Wall v. Boisgerard, 11 Smedes &
The plan and purpose of this will is to provide merely an annuity for John P. and Virginia Powell, axxd at the death of the survivor of them to cast the entire estate upon their children or the descendants of their children, if any there be, and, if there are no children or descendants of children, then to the “right heirs” of John P. Powell, deceased. The contingency here provided for has not arrived, and it will profit the court little here to speculate upon who will take the estate when the “survivor” departs this earth. It appears that John and his wife are yet childless. Probablv, then, the estate will devolve upon those embraced in the description “my right heirs.” Of course, the intention of the testator must control. The contingency which will devolve
“It has been held by a large majority of the courts^ both English and American, that in certain cases the life tenant will represent contingent remaindermen where no one of the latter is in esse at the time the court' is called upon to intervene with regard to .the estate in controversy. ’ ’
There are many eases holding that in partition suits and other proceedings in court affecting the title or possession of real estate, the life tenant is the only necessary party where the interests in remainder are contingent, and no person is known to be in existence having a fixed and vested interest. Cases on this point both in England and America could be multiplied.
The bill does not show a case of fraud, conspiracy, •or collusion. The court had jurisdiction of the subject-matter, and we must indulge the presumption that there were lawfully probated debts to be paid, and that the interests of parties and creditors were properly safeguarded by the chancellor. The intimation that one of the trustees was disqualified to act because it had a probated account is not sufficient to show fraud or any •overreaching. In this state it is lawful for the executor •or administrator to probate his individual account, and here there were three joint trustees. Courts should presume in favor of good faith until the contrary is shown. Here the bill does not set up facts from which fraud or collusion may be inferred, and, indeed, the oral argument of learned counsel was not based on this ground.
Affirmed.
Dissenting Opinion
(dissenting).
In my opinion, the demurrer to the declaration should have been overruled, and the appellees required to answer. In order to make my views clear, it will be necessary to state more at length the allegations of the bill than they have been stated in the majority opinion; for not only is the will to be construed and sections 2075 and 2079 of the Code to be construed as applied to the will in this case, but there are allegations in the pleading that, in my opinion,,make it legally impossible to treat the trustees as the virtual representatives of any of the parties in interest in the estate of the decedent. The bill alleges that J. F. Powell at the time of his death was seised and possessed of certain plantations described in the declaration, and that he owned a large landed and personal estate which came into the hands of his executor named in the last will and testament, said personal property consisting of live stock, farming implements, merchandise, stock of corporations, notes and accounts, stock and tangible personal property appraised at ninety-nine thousand two hundred and fifty-seven dollars and seventy-six cents, and that there were probated claims against the estate to the amount of one hundred and sixty-three thousand one hundred and eighty-eight dollars and forty-four cents, and legacies
It further appears that subsequent to the death of the decedent that John F. Powell and Virginia Powell, his wife, threatened to bring a suit to contest the provisions of the will, and that the trustees and said John F. Pow^ ell and Virginia Powell, with the consent of other rela
It is alleged that the sale of these lands was invalid and illegal: First, because the lands were not described in the decree of February 8, 1912, or by the petition upon which it was granted; second, that said decree was rendered without notice to or service of process upon either of the complainants, John F. and Virginia B. Powell; third, the same was rendered without notice to or service of process upon the other persons interested in said estate under said last will and testament; fourth, the decree ordered and the petition on which same was granted prayed for the sale of realty in preference to prsonaltv for the purpose of paying debts contrary to the directions of. said last will and testament; fifth, that there was no schedule of assets filed with the said petition; sixth, there was no schedule of probated debts owing filed with the said petition; seventh, said petition did not pray for, and said decree did not order, the sale of any specific part of the realty, but left the determination of what part should be sold entirely to the executor; eighth, that the lands were sold subject to leases thereon, and were so advertised contrary to the terms and ■ provisions of the decree, and said leases had been made by the trustees in charge thereof; ninth, that the sale was confirmed without motion or petition therefor or report thereof or consent thereto by the parties he-
The declaration was demurred to, the demurrer containing many grounds, among which the following may be mentioned: First, there is no equity on the face of the bill; second, that the bill did not show cause of action against the defendant; third, that the bill shows that the proceedings to sell the land to pay debts had as defendants thereto the trustees, and that the trustees consented to the sale of the lands in suit; fourth, that the bill does not show any title in complainants; fifth, that the record in the administration proceedings was a part of the -record of the court, of which the court will take judicial knowledge, and show that the executor executed his bond for the faithful application of the proceeds of the land; sixth, the bill does not show that the money was not applied to the payment of lawful debts; seventh, that the decree of confirmation of sale is conclusive, and that the sales were “to the interest of the devisees and legatees and cannot be collaterally attacked;” eighth, .that the averment of the bill that the indebtedness to the Bank of Yazoo City was one for which the estate was not liable is precluded by the decree ordering the sale and its confirmation. There are various other grounds, among which may be stated without numbering them: That the bill did'not show the debts were not incurred by the trustees in conducting the mercantile business or.in the proper improvement, management, and maintenance of the plantation, and that there were no persons m esse having an interest in the Rialto and Springwood plantations, except the trustees, and they were the only necessary parties defendant to the petition to sell lands in .preference to personalty; also the averment that the income is insufficient to pay the annuity by reason of unnecessary and improper sales, that the remedy would be against the executor for misapplication of the funds, and not, against the defendant’s title to the property, and that
Under the decree ordering the sale leaving to the executor the sole power to sell any of the lánds owned by the decedent at his death, the executor could, if he so willed, if the said decree of sale was valid, select the plantation of any of the legatees or the residence willed to John F. Powell or any other realty owned by the decedent. It 'further appears from -the recitals of the will that John F. and Virginia Powell were the beneficial owners of the estate not specifically devised during their natural lives. It was to be used, managed, and conserved by the trustees for the use of John F. and Virginia Powell during their lives, and at their death was to terminate and vest absolutely in the right heirs of the decedent in the absence of children born to John F. Powell. The right heirs under the provisions of this-peculiar will were such persons as at the death of J. F. .Powell, the decedent, would take the estate if John F. and Virginia Powell were not in existence, or if there
I have always understood that under the laws of this state (subject to certain statutory restrictions not applicable to' the facts of this case) a person could dispose of his property in any manner that he saw proper, and that when a person made a valid will and died, the' will being valid at the date of his death, there was no power vested either in the heirs, devisees, or legatees, or in the chancery court, that can change the will, eliminate some of its provisions, and write new provisions instead. The proceeding in this case in the chancery court under the compromise agreement, petition for approval, and confirmation by the court of the compromise agreement is something “new under the sun.” It is certainly a novel doctrine that the trustees of á will or the executor of a will can pay out attorney’s fees to attorneys to attack the will and destroy it. There is no clause anywhere in the will giving such power, and clearly none was intended. It would be absurd to imagine a man making a will with the view and intention that some attorney should receive a fee for an effort to destroy the will. Yet we find in the decree confirming that so-called settlement directing and authorizing the executor and trustees to pay an attorney’s fee of seven hundred dollars for an effort to break and destroy the will. It is
“And the said court shall thereupon cause a citation to issue directing all persons interested in the lands,*453 tenements, and hereditaments of the deceased, to appear.”
Under the terms of this statute the person must have some interest in the lands, tenements, and hereditaments, and by reference to rules of construction you would exclude such intérests as were not named in the statute. When the Code of 1857 was adopted the legislature saw proper to make a change, and instead of undertaking to enumerate the classes of interest, or character of interest, which a person must possess to be notified, it adopted lahguage that carried with it all possible interest flowing out of the ownership, use, or enjoyment of the property, and used the words “all persons interested,” omitting the words “in the lands, tenements, and hereditaments.” The Code of 1880, and from thence forward, the present language of the statute is “all persons interested.” These words are broad enough to embrace every character of right having its root in and springing from the estate of the deceased person. It is more in harmony with just principles to give a broad construction to this language than it is to adopt a narrow or restricted construction. The wisdom of giving such construction, that is, a broad and comprehensive construction, to these words'; is demonstrated in the pleadings in this case. We find in the petition to sell lands in the record that only the trustees were made parties, and they failed to file any objection whatever, and failed to suggest or contend that any claim was illegal or unjust, while under the pleadings now before the court it appears from the allegations that the debts were illegal charges for which the estate was not liable. The executor was one of the trustees, and as executor he was charged with the duty of representing the creditors, while as trustee it would be his duty under the theory of the majority opinion and of the chancellor below to represent parties hostile to-the creditors’ interests. Another one of the trustees had large claims against the estate as a creditor, and his personal interest was hos
Upon the question of what is an interest in land or in an estate, I refer to Words and Phrases, First. Series, vol. 4, pp. 3697 and 3692, and Words and Phrases, Second Series, pp. 1137 and 1132. Numerous other authorities on this proposition and the other proposition involved in the suit will be found in the briefs, and the reporter is requested to state the points made and the authorities relied on in the briefs. I shall not undertake to go into the authorities in this case in any extensive way, but I desire to call the attention of the bar to a note on this subject in Downey v. Seib, 8 L. R. A. (N. S.) 51 et seq., under the title of “Doctrine of Representations,” and to a note, in Rutledge v. Fishburne, 97 Am. St. Rep. at page 763. I shall use some of the ideas contained in these notes, without citation of authorises, to express my views upon the doctrine of representation. “If there is in existence no member of the class to which the unborn persons belong, there is no representation in litigation and a court cannot appoint a representative.” There was in court in the present case no representative of the remainderman, either vested or contingent. If there had been some of the parties in existence before the court who would take
I am authorized to state that Smith, C. J., 'concurs in this dissent. .