Bush v. Adams

22 Fla. 177 | Fla. | 1886

Mr. Justice Raney

delivered the opinion of the court:

This case comes before us on an appeal from an order made by a Circuit Judge, sitting in chancery, overruling exceptions to an answer. The ground of the exceptions is impertinence.

If matter not material, as a defence or which is irrelevant to the case made by the bill, is stated in an answer it will be struck out, on exception being taken thereto, as impertinent. Sommers vs. Torrey, 5 Paige, 54. Chancellor Kent, in Hood vs. Inman, 4 J. C. R., 437, held upon exceptions to an answer, that pleadings should consist of averments or allegations of facts, stated with as much brevity and precision as possible; not of inference or argument; and that impertinence in pleadings consists in setting forth what is not necessary to be set forth, as stuffing them with recitals and long digressions as to matters of fact wholly immaterial. The substance of a power of attorney was accurately stated in the bill, and the answer set it up, in haec verba, not changing the legal effect as given in the bill. To set out at length the power was held impertinence, the defendant not being requested to do so. A n answer or a bill ought not ordinarily to so set forth a deed; it is sufficient to set up so much thereof as is material to the point, in question. The other exception was to matter held to he argumentative, rhetorical, irrelevant, and, consequently, impertinent. The same chancellor in another case held the best rule for ascertaining whether matter be impertinent is to sec whether the subject of the allegation could be put in issue, or be given in evidence between the parties ; also that an answer ought not to go out of the bill to state what is not material or relevant to the ease made by the bill; that long recitals, stories, conversations and insinuations tending to scandal are impertinent; and likewise facts not material to the decision. Woods vs. Morrel, 1 J. C. R., 103. If the matter of an answer is relevant or can have any influence in the decision of the suit either as to the subject, matter or the controversy, the particular relief to be given or as to the costs, it is not impertinent. An exception for impertinence must be supported in tota, and if it includes any part of the answer which is relevant and proper the exceptions mast fail altogether. VanRensselaer vs. Brice, 4 Paige, 173; 1 Beavan, 571; 2 Tennessee Chan., 595-6 ; 1 D. C., P. & P., 352. An exception to an answer for impertinence will be overruled if the expunging of the matter excepted to will leave the residue of the clause which is not covered by the exception either false or wholly unintelligible. Such an exception will not lie to that part of an answer which refers to and explains the meaning of an annexed schedule, without including the schedule also. McIntyre vs. Trustees of U. College, 6 Paige, 239. Where an exception for impertinence would mutilate the answer if allowed,, by breaking up sentences or clauses which ought to stand or fall together, it should be disallowed. Franklin vs. Keeler, 4 Paige, 332. A few unnecessary words in an answer do not render the pleading impertinent, except where they will lead to the introduction of improper evidence by putting in issue matters which are foreign to the cause. Gleaves vs. Morrow, 2 Tenn. Chan. Repts., 592 ; Hawley vs. Wolverton, 5 Paige, 522. In Wood vs. Mann, 1 Sumner, 578, Judge Story held impertinence to be any matters not pertinent to those points which are properly before the court for decision at any particular stage of the cause, and struck out as such part of answer traversing the allegation of citizenship in the bill, such defence being properly matter of a plea in abatement. In Mozena vs. Bruckner, 3 Tenn. Chan., 161, allegations of the answer which, though capable of sustaining an independent action, were not proper matters of set oft to the bill, even by cross bill, were struck out as impertinent. See also Spaulding vs. Fersell, 62 Me., 319.

It is a well established rule, however, that allegations will not be struck out as impertinent unless it clearly appears that the matter is wholly immaterial or irrelevant. If matter is erroneously struck out as impertinent the error is irremediable; whereas, on the other hand, if it is not struck out the court may do justice between the parties in the imposition of costs. Story’s Eq. Pldgs., §267. As to the first exception in Hood vs. Inman it was remarked by the chancellor that the objections to unnecessary folia may be taken on the taxation of costs. “ The court,” says the vice-chancellor, in Davis vs. Cripps, 2 Y. & C., 443, “ in cases of impertinence ought, before expunging the matter-alleged to be impertinent, to be especially clear that it is such as ought to be struck out of the record, for this reason, that the error on one side is irremediable; on the other, not. If the court strikes it out of the record, it is gone, and the party may then have no opportunity of placing it there again; whereas, if it is left on the record, and is prolix or oppressive, the court, at the hearing of the cause, has power to set the matter right in point of costs. * * It ought to be clear to demonstration that the matter complained of is impertinent, before that which, if wrong is irremediable, is done.” Parker vs. Fairlie, 1 S. & S., 295; 1 Turner & Russell, 362. The court should always give the answer a liberal consideration on the point of irrelevancy and consider whether it can have any real and proper influence upon the suit, having regard to the nature of it as made by the bill; and if the matter is relevant or can have any Influence in the decision of the suit, either as to the subject matter of the controversy, the particular relief to be given, or as to costs, it is not impertinent. If the matter may be material the exception will not be allowed ; it must be clear that the matter cannot be material to the defendant’s case. 1 J. C. R , 106 ; 4 Paige, 174, 177 ; Chapman vs. School District, 1 Drady, 108 ; Tucker vs. Cheshire R. R. Co., 21 N. H., 29 ; Notes to Equity Rules, 26 and 61, in Jones’ Rules of Federal Practice.

These principles are the test by which the complainant’s exceptions are to be tried. The parts of the answer to which the exceptions respectively apply are enclosed in brackets in the statement of the case.

The theory upon which counsel for complainant founds his first exception to the paragraphs covered thereby, is that the statute of non-claim does not apply to a claim secured by mortgage, in so far as the enforcement of the claim against the property mortgaged is concerned. It is not asked, he says, that the representative of the estate pay anything, but is only desired that he appear, if he desire, and defend the suit.

It is settled that lands of an intestate or testator are in this State assets in hands of an administrator or executor, and that a mortgage upon real estate is not a conveyance of the legal title, but only a specific lien upon the property. The title is divested only by a sale under a decree of a competent court, and the mortgagor as against an ordinary mortgagee holds the legal title and possession subject, however, to the mortgage lien until such sale is consummated. Sanchez vs. Hart, 17 Fla., 507 ; Willard vs. Whitlock, 18 Fla., 156 ; McMahon vs. Russell, 17 Fla., 698.

Upon the death of Adams, the testator, the possession of real estate, which is the subject of this controversy, passed as assets to his executrix, if it had not been previously conveyed or disposed of by him. Of course the conveyance of an undivided half of the land mentioned in the paragraph covered by the second exception is not to be considered now. In, the hands of such executrix, or any succeeding representative, the land was subject to the mortgage lien, and such executrix or representative pending the administration was an indispensable party to any proceeding to enforce the claim or foreclose the mortgage. Affcera careful consideration of the authorities which we have been able to find bearing upon the subject, the conclusion we reach is that when by, law lands are assets,of an estate, and the, mortgager dies without having disposed of the-parcel mortgaged, and. it is a part of his estate, the statute of non-claim, as usually framed, is as applicable in its requirements to the preservation of the lien of the mortgage-against the parcelrof land as it is to the preservation of Ifhe claim against the geperal assets in case the mortgage security should prove inadequate.. The,, «« which might upon a superficial view be thought to hold differently will be found upon close inspection to recognize the above rule. They are cases where the title to the property had previously to the mortgagor’s death passed to a stranger against whom the holder of the mortgage claim was enforcing the mortgage, or where the mortgaged property did not upon the mortgagor’s death become a part of his estate, as where it was homestead property; or where one has mortgaged his property to secure the debt of another, and the latter has died, and it is sought by the former to defeat the mortgage by reason of a failure of the creditor to present the claim to the representative of the deceased within the statutory period. Graham vs. Vining, 2 Tex., 433 ; Duty vs. Graham, 12 Texas, 427; Ellison vs. Halleck, 6 Cal., 386 ; Ellis vs. Polhemus, 27 Cal., 350 ; Sichel vs. Carillo, 42 Cal., 493; Schadt vs. Haffe, 45 Cal., 433 ; Harp vs. Callahan, 46 Cal., 222.

The purpose of the statute of non-claim is to require a presentation within the period it prescribes of all claims against the estate of the decedent, in order that the representative may? know what they are, provide promptly for their payment, and turn over the balance of the estate to the heirs and distributees or devisees and legatees, discharged from and quieted as to all claims not so presented accruing in the decedent’s life-time. A failure to present within the statutory period a claim accruing against the decedent in his lifetime does not merely postpone its payment to those claims presented, but it virtually destroys it and operates pro tanto to the advantage of the beneficiaries of the estate. Amos vs. Campbell, 9 Fla., 187. The statute applies to all “ debts and demands of whatever nature against the estate of any testator or intestate,” and the notice is to all “ creditors,” &c. The fact that a particular portion of the land of the decedent’s estate has been pledged by him in his life to the payment of a debt or demand has not been made an exception upon the requirements of the statute as to presentation. The fact that a mortgage is an instrument entitled to record, or has been actually recorded, makes no difference. Constructive notice, if we may use such a term in this application, is not sufficient; a judgment against a decedent is as much within the statute as an open accouut or a promissory note. Where the claim is in existence at the time of the decedent’s death, and does not arise until after (as in May vs. Vann, 15 Fla., 553, and Gibson vs. Mitchell, 16 Fla., 519,) the statute applies to the enforcement of it as against the estate. If it applies to judgments which are a lien upon all the real estate, as it does, (Union Bank vs. Heirs of Powell, 3 Fla., 195, 197 ; Ready vs. Thompson, 4 Stew. & P., 52,) we cannot see why it should not hold as to a lien upon part of the land. The policy of the legislature requires action upon the part of the creditor to preserve his claim, and want of such action does not find a substitute in the mere knowledge, though actual, of the administrator or executor in any case. Fillyau vs. Laverty, 3 Fla., 106 ; Sanderson vs. Sanderson, 17 Fla., 852; Ellison vs. Allen, 8 Fla., 206 ; Jones vs. Lightfoot, 10 Ala., 17.

It is further contended in support of the first exception that the pendency of the suit of foreclosure against the testator, John S. Adams, in his life, and the subsequent revivor under the 38th Equity Rule is a sufficient compliance with or answer to the statute of non-claim. Looking at the parts of the answer excepted to we find their substance to be that no revivor proceedings against Ellen F. Adams, his executrix, were had in her life-time; that the claim was never presented to her; that she died June 6, 1878, and the claim was never presented to Driggs, administrator cum testamento, and that he had no knowledge of it or of the suit against the testator until he was served with the subpoena on July 24, 1884. If these were all the allegations in the answer upon the subject of a non presentation under the statute of non-claim, there would hardly be any room for a discussion of it, nothing even to base the presentation of views made by counsel for appellant upon, for in the allegations embraced by such exception there is no allegation of any publication of notice under the statute, nor any statement of when Mrs. Adams qualified as executrix, or Driggs as administrator cum testamento. A party cannot except to some of the material allegations of a particular defence and thus cut off the defendant from other equally material averments. The separate paragraphs constituting one defence must stand or fall together. They cannot be thus separated. Eranklin vs. Ruter, supra. In the paragraph of the answer immediately preceding the first one included in the first exception it is alleged by Driggs, who made the answer, that he is and has been since July 30, 1878, such administrator; that the testator’s will was admitted to probate in the County Court of Duval county June 19, 1876, he having died April 23, 1876, and that the executrix on the 23d of November, 1876, gave the notice to all creditors, legatees and persons entitled to distribution, by advertisement in the Daily Florida Union, a newspaper then published in the city of Jacksonville, in said county, (which notice was published once a week for four consecutive weeks, the first publication being on the 24th day of said month,) that their claims would be barred at the expiration of two years unless presented within that period.

The argument by counsel of the point now under consideration, as well as the one as to a mortgage claim not being within the statute of non-claim, has not excluded, but has assumed a publication; and the applicability of the statute as a defence cannot properly be argued unless a compliance with it by the representatives of the estate is assumed. There is, we may remark, a very radical difference between the statute of our State and that of Alabama upon the point of publishing the notice for presentation of claims. Here it is an indispensable element of the bar which the statute was designed to create, as all our decisions indicate ; it is a proviso in the statute. In Alabama the provision as to publication is not a proviso, and is held to be merely directory, and the statutory period begins to run from the grant of letters, though no publication be made. Thrash vs. Sumwalt, 5 Ala., 14, considering the point as argued, and assuming as has been done in the argument without finally committing ourselves, that no further publication by Driggs, as administrator cum testamento annexo was necessary, and that after the death of the executrix the statute resumed its course from the time of the qualification of Driggs. We do not think that a revivor of the suit on July 23d, 1884, with service of subpoena the next day, as referred to by the part of the answer excepted to and shown by the record, is a timely presentation. In Ellison vs. Allen, supra, it is held that the bar begins to run from the expiration of the four weeks publication of the notice. Over seven years and a half elapsed after the expiration of the four weeks notice before the service of the subpoena on Driggs, and the same period before, as appears by the record, there was even a suggestion of Adams’ death. In the meantime the complainant has remained entirely inactive.

The mere pendency of a suit at the testator or intestate’s death, has nowhere, so far as our investigation has disclosed, been held to be a presentation of a claim under the statute of non-claim. In Fillyau vs. Laverty, supra, Judge Hawkins, speaking for the court, said that mere knowledge upon the part of the executor or administrator of the existence of the claim was not enough; that the party holding the claim must pursue some measures to present his demand and Dot remain passive or sleep upon his right, but that the bringing of a suit in equity or action at law would be regarded as equivalent to an actual presentation, and in Ellison vs. Allen, where a defendant after the service of process in an action instituted against him died, and the plaintiff afterwards, before the expiration of the time limited by the statute for the presentation of claims to the administrator asked for and obtained an order for a sci.fa., to make the administrator a party, it was held that the order thus obtained was equivalent to and dispensed with an actual presentation of the claim. In the opinion, after noticing approvingly the views announced by Judge Hawkins, it is remarked that in the absence of proof that due diligence had been exercised, or where there is ground to suppose that notice of the demand had been intentionally suppressed, the court would not hesitate to enforce the bar ; but where it is made manifest, as in that case, that the claimant has exercised the utmost diligence by demanding continuously, from term to term, the process of the court, it would ill comport with justice and equity that he should be barred of his just rights by two rigid an adherence to the letter of the law. The plaintiff had here at seven different terms obtained orders for original, alias and pluries writs of sci. fa. The last writ was served after the expiration of the statutory period.

In the case before us there has been no diligence, but an entire want of it; not even an effort or an intention to revive the suit during seven years and a half is shown ; more perfect, if not persistent, passiveness could hardly be shown. If there was anything to bring it within the principle of the case of Ellison vs. Allen, we should feel it to be our duty to do so, yet we think that the doctrine of the latter case is as liberal as the terms and policy of the statute will sustain. In Alabama service of a previous writ within the statutory period, and on which a non-suit was. taken, was held in a subsequent action not to be a sufficient presentation. Bigger vs. Hutchins, 2 Stewart, 445, and in Jones vs. Lightfoot, 10 Ala., 17, where a sci.fa. was issued, but never returned, it is said that service of a scire facias upon a personal representative to revive either a judgment or a suit in progress within the time would be a presentation, but that the effect of the attempt to revive the suit by scire facias, instead of by bill of revivor, need not be considered; and that as the bill of revivor was not filed till after such period had expired, the plea of the bar was good; in Travis vs. Tartt, 8 Ala., 574, that where a creditor omits to proceed within the period against the personal representatives of one deceased, (a defendant,) and omits also to present his claim, the bar is good ; and in Garrow vs. Carpenter, 1 Porter, 359, where the case of Bigger vs. Hutchins, is not altogether commended, though it may be in Jones vs. Lightfoot, a revival against an administrator of a suit begun against the intestate and prosecuted until abated by the production of an order of insolvency, was held sufficient to take the demand out of the statute. In so far as there is anything in these Alabama decisions inconsistent with the former decisions of our own court, we are not and should not be influenced in reaching our conclusions. There is nothing in either which sustains the appellant in view of the facts before us.

The substance of the paragraph covered by the second exception is that within a year before July 23, 1884, the date of the issue of the subpoena to Driggs, administrator, one E. H. Mason, desiring to negotiate a loan upon “ his said undivided interest in said land,” discovered on the records the mortgage in question uncancelled, and opened correspondence with the complainant as to it, and while so holding the land acquired the plaintiff’s interest in said mortgage security by purchase to himself directly or to another for him for some inconsiderable sum, largely less than the face value thereof, and that Mason, thus holding an undivided interest in the land, became or sought to become the beneficial owner and holder of said mortgage indebtedness at the time it was sought to be transferred by complainant to Mason, and that the effect of the transfer was to extinguish the incumbrance and remit Mason to his action on “ said covenants.”

Just preceding the above paragraph is one in 'which it is alleged that on August 6, 1875, the testator sold and conveyed to said Mason, and to one Ritchie, by two deeds, each with full covenants of warranty, an undivided half interest in the lands, and subsequently Ritchie’s interest was conveyed to Mason’s wife, and thus Mason and wife are now seised and possessed, and are now in the actual possession of the undivided one-half interest.

It is evident from what we have said in discussing the former exceptions that these two paragraphs cannot be separated. The one excluded from the exception shows that Mason’s title to part of the land is direct from the testator, under full covenants of warranty, and Mrs. Mason’s is from the testator through Ritchie.

A vendee remaining in possession under his purchase cannot set up an outstanding title in a third person which he may have purchased. Greeno vs. Munsen, 9 Vert., 37 ; Larken vs. Bank of Montgomery, 9 Porter, 434. Nor if he buys in an outstanding incumbrance will he be permitted to set up an adverse title under it against his vendor, but the purchase enures to the benefit of the vendor’s title, and the vendee can only abate the unpaid purchase money, or, in case he has paid this, may recover the amount he has expended in the purchase of the incumbrance by action on the covenant broken, or (in Mississippi) assumpsit. The Tendee cannot use the title or incumbrance purchased to the annoyance of him under whose title he entered. Equity will also lend aid for remuneration. Delavergne vs. Norris, 7 John., 358 ; Stanard vs. Eldridge, 16 John., 254 ; Stewart vs. Drake, 9 N. J. Eq., 139; Devenport vs. Bartlett & Waring, 9 Ala., 79 ; Hardeman vs. Cowan, 10 S. & M., 486 ; Champlain vs. Dotson, 13 S. & M., 553; Meadows vs. Hopkins, 33 Am. Decis., 140, s. c. Meigs, 181; Fowler vs. Cravens, 3 J. J. M., 428 ; Morgan’s Heirs vs. Boone’s Heirs, 4 Monroe, 291. Kirkpatrick vs. Miller, 50 Miss., 521, 526; Dyer vs. Britton, 53 Miss., 270; Prescott vs. Freeman, 4 Mass., 627; Norton vs. Babcock, 2 Metcalf, 510.

The real party in interest in the prosecution of this suit, so far as the disposition of this exception is concerned, is Mason. He holds, according to the allegations of the answer which for the purposes of the exception are to be taken as true, an undivided interest in the land under full covenants of title from the testator, and is in possession ; and hence, as against this interest in the land, he cannot enforce the mortgage, but his claim is against Adam’s estate for reimbursement. To the extent then of preventing a decree of sale, and a consequent sale of this undivided interest, without saying anything as to Mrs. Mason’s interest, we think the allegations covered by the exception taken in connection with those of the immediately preceding paragraph :are not impertinent.

Whether or not there has been in fact, or is in law, upon the face of the allegations excepted to, considered either alone or in connection with the preceding paragraph, any extinguishment or merger of the lien of the mortgage, so far as the interests in the land other than that purchased by Mason himself, it is not necessary that we should say anything, nor is anything we have said to be taken as having any bearing whatever upon such questions.

These can be disposed of by the chancellor at the proper time.

From what we have said it is plain that the exceptions should have been overruled, on account of covering only a part of material allegations as to the same matter, if considered as they are really framed ; and if considered as extending to all the allegations concerning the same subject matter or defences, and from which the argument has not been excluded, they should have been overruled for other reasons indicated above.

Where an exception is to an allegation which is both prolix and immaterial it will be sustained.

The order appealed from will consequently be affirmed, and it is so ordered.