200 Mo. 515 | Mo. | 1906
This cause is brought to this court by appeal on the part of G. H. Carter, trustee, and A. C. Donovan, administrator of the estate of Margaret H. Harber, deceased, from a decree and judgment of the circuit court of Howell county, Missouri. The defendants, G. H. Carter, trustee, and A. C. Donovan, administrator of the estate of Mrs. Harber, interposed a demurrer to the amended petition filed by the plaintiff, which demurrer was by the court overruled. Defendants Carter and Donovan refusing to further plead, judgment was rendered upon the face of the pleadings.
The vital question involved in this controversy being the correctness of the action of the trial court in overruling the demurrer, it is therefore essential to a proper understanding of the correctness of such ruling to here reproduce the petition. It was as follows:
“Plaintiff, for his amended bill and cause of action, states that on .the — day of April, 1892, one Thomas Harber died testate in Howell county, Missouri, seized and possessed of certain real and personal property, including the following described lands in said Howell county, to-wit, lots one and two of southwest quarter of section 30, township 24, range 8 west; that said Thomas Harber appointed his wife, Margaret M. Harber, executrix without bond of his last will and testament, a copy of which is hereto attached and marked ‘Exhibit A’ and made a part of this bill.
“Plaintiff further states that by the terms of said last will and testament said testator, among other things, ordered and directed that a portion of his real estate belonging to his estate should be sold sufficient to pay a legacy of $2,000 to each of the defendants, the Board of Missions of the Cumberland Presbyterian Church of St. Louis, Missouri, and the Educational Commission of the McAdow, Missouri, Ozark and Missouri Yalley Synods of the Cumberland Presbyterian*521 Church; said will providing that said legacies should be paid only from the proceeds arising from the sale of real estate. Plaintiff states that after the death of the said Thomas Harber letters testamentary with will annexed were duly granted to the said Margaret M. Harber by the probate court of Howell county, Missouri, and she duly qualified as such executrix; that during the course of the administration of the estate of the said Thomas Harber, deceased, said Margaret M. Harber, executrix of said will, represented to this plaintiff that by virtue of the authority given her in said will she had full legal authority and power to convey an absolute fee Simple title to the real estate belonging to said estate; that she had repeatedly exercised such power and authority as such executrix and that her authority had never been questioned; that the then judge of the probate court of said Howell county, where such administration was then pending, advised and gave it as his opinion to this plaintiff that said will authorized and conferred on said executrix the full power to convey an absolute and perfect title to said real estate and that other attorneys advised plaintiff to the same effect; that plaintiff being desirous of buying a farm similar to the lands above described, and believing and relying upon the statements and representations aforesaid, was induced thereby to enter into a contract with said executrix for the purchase of said lands; that in pursuance of said contract, on the 24th day of February, 1898, for a consideration of $1,000, to said executrix paid by this plaintiff, said executrix made, executed and delivered to this plaintiff, her executrix’s deed conveying said lands to this plaintiff, which said deed is recorded in Boot 63, page 169, records of Howell county, Missouri; and also on same date executed her quit-claim deed to plaintiff to convey her life estate in said lands.
“Plaintiff further states that of the above $1,000*522 he paid said executrix one-half thereof in cash, and to secure the payment of his promissory note given said executrix for the remaining $500, he executed his deed of trust conveying said lands to defendant Gr. H. Carter, trustee, which said deed is recorded in Book 64, at page 37, deed records of Howell county, Missouri; that on the — day of February, 1898, Charles Harber, the adopted son of said Thomas Harber, deceased, mentioned in said will, for a nominal consideration, conveyed to this plaintiff by his quitclaim deed all his interest in said land as heir and residuary legatee; that, on the 17th day of April, 1901, said Margaret M. Harber departed this life without ever paying any part of the above-mentioned legacies,. and defendant A. C. Donovan was duly appointed administrator of her estate by the probate court of Clay county, Missouri, and duly qualified as such administrator; that as such administrator said A. C. Donovan came into possession of the above-mentioned note of $500 executed and delivered to Margaret M. Harber, executrix as aforesaid, which said note is now due and unpaid. Plaintiff states that prior to the maturity, of said note the two defendant church institutions hereinbefore mentioned, notified this plaintiff that they claimed the proceeds arising from the sale of said lands on the payment of said legacies and that same and no part thereof had ever been paid them by said Margaret M. Harber and that they claimed the right to re-sell said lands for the reason that said executrix had failed and refused to apply the proceeds arising from the sale of said-lands to the payment of said legacies. Plaintiff further states that defendant A. C. Donovan, administrator, and Gr. H. Carter, trustee, are now about to sell .said lands under and by virtue of said deed of trust executed by plaintiff aforesaid and that if they are not restrained and enjoined by this court from so doing they will sell same and this plaintiff will sustain irreparable injury for*523 which he had no adequate remedy at law; that said injuries are caused by the failure and refusal of said Margaret M. Harber, executrix as aforesaid, to apply the proceeds of the sale of said real estate to the payment of said legacies; and from a possible mistake and misunderstanding on the part of both this plaintiff and said executrix as to her power under and by virtue of said last will. Plaintiff further states that he purchased said lands in good faith, relying on the statements and representations made to him as aforesaid by said executrix and legal counsel, and the recitals in said executrix’s deed, of the powers conferred on said executrix by said will. That he entered into possession of said lands to make it a home for himself and family, and made valuable improvements thereon by clearing new lands, fertilizing old lands, and building new fences, till said farm is now worth five hundred dollars more than when plaintiff purchased the same.
“Wherefore plaintiff prays a decree of this court construing said will as affecting the title of said land and the rights and equities of this plaintiff; and until the court can hear said cause and render a decree therein, plaintiff prays for a temporary injunction against defendants G-. H. Carter, trustee, and A. C. Donovan, administrator, restraining and enjoining them from selling said land until the decree of this court may be rendered directing him to whom said note ought to be paid. The amount due on said note is herewith tendered into court. And should such construction be to the effect that said will conferred upon said executrix power and authority to sell said lands according to the understanding of this plaintiff at the time he purchased same as aforesaid, and the professed understanding of said executrix, then, and in that event, this plaintiff is ready and willing to pay said note to defendant A. C. Donovan, administrator, and then prays*524 that the title of said land he vested absolutely in plaintiff, discharged of all incumbrances whatsoever. But if said construction be adverse to such powers as said executrix claimed to have and pretended to exercise as aforesaid; or that by reason of said executrix’s failure to apply said trust funds in payment of said legacies, plaintiff’s title to said lands has failed, then in that event, plaintiff alleges and avers that there is a total failure of consideration for the note executed by plaintiff and delivered to said executrix as aforesaid, and a like failure of consideration for the five hundred dollars heretofore paid her. And that such a decree may be properly rendered, and complete justice done, plaintiff tenders into court his quitclaim deed to said lands to be delivered to defendant A. C. Donovan, should the court so decree, and prays that said Donovan, administrator, be ordered to deliver up said note given by plaintiff to said executrix, and that the same be cancelled and for naught held, and that the deed of trust given by plaintiff to secure the payment of said note be cancelled and for naught held, and that plaintiff be decreed a judgment against the defendant A. C. Donovan, administrator, of the estate of said Margaret M. Harber, deceased, for the sum of five hundred dollars paid said Margaret M. Harber as aforesaid; and for such other and further judgments and decrees as to the court may seem equitable and in good conscience. ’ ’
There were other parties made defendants in this proceeding, that is to say, The Board of Missions of the Cumberland Presbyterian Church and the Educational Commission of the McAdow, Missouri, Ozark and Missouri Valley Synods of the Cumberland Presbyterian Church, as well as one Milton Moore, who it was claimed was a trustee named in the will. The Board of Missions as well as the Educational Board of the ■ Presbyterian Church filed answers in this cause, in which they stated substantially and maintain that the
“Now comes A. C. Donovan, as administrator of the estate of Margaret M. Harber, deceased, and demurs to the amended petition and bill of interplea of T. W. Clark for the reasons following, to-wit:
“1st. Because said petition states no cause of action.
“2d. Because by the statements in said amended bill of interplea of plaintiff he is not entitled to the relief sought and is not entitled to any relief.
£ £ 3d. Because said amended petition and interplea is vague, indefinite and uncertain and does not state facts sufficient to constitute a cause of action and under the statements therein the plaintiff is not entitled to any relief. ’ ’
On the 11th day of September, 1903, the court overruled the demurrer as herein indicated, to which action of the court the defendants Gr. H. Carter and A. C. Donovan then and there in open court objected and excepted at the time. The defendants filing such demurrer refused to further plead and elected to stand on their demurrer. "Whereupon the court on the 12th day of September and during the session of said court proceeded to make a finding and render judgment on
“Now on this day comes the plaintiff by his attorney, M. E. Morrow, and comes the defendant A. C. Donovan, administrator of the estate of Margaret M. Harber, deceased, by Orchard & Livesay and O. L. Haydon, his attorneys, and come defendants the Board of Missions of the Cumberland Presbyterian, Church, the Educational Commission of the McAdow, Missouri, Ozark and Missouri Valley Synods of the Cumberland Presbyterian Church, and Milton Moore, trustee, by Green & Clark, their attorneys. And the court finds that the remaining defendants herein have been duly summoned and come not though solemnly called, but make default herein. And this cause coming on regularly for trial upon petition and demurrer filed by defendant, A. C. Donovan,, administrator, and answer of defendants, The Board of Missions of the Cumberland Presbyterian Church and the Educational Commission of the McAdow, Missouri, Ozark and Missouri Valley Synods of the Cumberland Presbyterian Church, and Milton Moore, trustee.
“And the court finds that no reply has been filed to the answer of the three last-named defendants and that said answers are thereby taken as confessed. And the court being fully advised in the premises overruled said demurrer.
“And the court finds that heretofore Thomas Harber died testate in Howell county,. Missouri; that his last will was duly probated by the probate court of said Howell county, on the 27th day of April, 1892; that in said last-named will said Harber provided that there should be paid to said defendant, The Board of Missions of the Cumberland Church ánd defendant, The Educational Commission of the McAdow, Missouri,*527 Ozark and Missouri Yalley Synods of the Cumberland Presbyterian Church, each the sum of two thousand dollars; that said bequests should be paid from the sales of real estate only; that said Harber by his last will appointed the defendant, Milton Moore, trustee, with full power to sell real estate left by him, sufficient for the payment of said bequests; that at the time of his death the said Thomas Harber was the owner in fee of the following described real estate, situate in the county of Howell, in the State of Missouri, viz., lots one and two of the southwest quarter of section thirty, township twenty-four, range eight west.
“And the court finds that Margaret M. Harber was appointed executrix of said last will and entered upon the discharge of her duties as such about the 27th day of April, 1892; that the said Margaret M. Harber departed this life on the 17th day of April, 1901, and the defendant, A. C. Donovan, was duly appointed administrator of her estate and is now in the discharge thereof; that on the 24th day of February, 1898, for the consideration of one thousand dollars, the said Margaret M. Harber, as executrix of the estate of said Thomas Harber, deceased, undertook to convey to the plaintiff herein, the tracts of land last above described and executed to him a deed therefor, of record in the office of the recorder of deeds of said county, in book 63 at page 169; that in payment for said land plaintiff paid to the said executrix the sum of five hundred dollars in money and executed and delivered to her a note of the date last aforesaid, for the sum of five hundred dollars, and executed and delivered to the defendant, Gr. H. Carter, trustee, a deed of trust, of record in the office of said recorder of deeds in book 64 at page 37, by which he conveyed to the1 said Carter the said tracts of land as security for the payment of said note, and the court finds that said executrix, as such, has no power to convey the title to said tracts of*528 land and that the deed by her to the plaintiff conveyed no title to the same; that.the payment by plaintiff to said executrix of the said sum five hundred dollars and the execution and delivery by him to her of said note for a like sum and the execution and delivery by him to Gr. H. Carter, trustee of said deed conveying said lots of land to secure the payment of said note, were without consideration and were obtained under mutual mistake of facts.
“And the court finds that the said legacies were not paid by the said Margaret M. Harber. And the court finds that plaintiff is entitled to recover from the estate of the said Margaret M. Harber, deceased, the said sum of money so paid her as consideration .of said land aforesaid, also that said note for the remainder of said consideration and the deed of trust securing same should be deemed cancelled and for naught held.
“And the defendant, A. C. Donovan, elects to stand upon his said demurrer and refuses to plead further. It is therefore adjudged and decreed by the court that judgment for want of answer be, and is hereby rendered, in favor of the plaintiff and against the said A. C. Donovan, administrator of the estate of Margaret M. Harber, deceased.
“And it is further ordered that said note for five hundred dollars, dated February 24, 1898, and the said deed of trust executed by the plaintiff conveying said tracts of land to Gr. H. Carter, trustee, for the said Margaret M. Harber, executrix, of the date and of record as last aforesaid, be, and the same are hereby cancelled and for naught held.
“And the court further adjudges and decrees that plaintiff have and recover of the defendant A. C. Donovan, administrator of the estate of Margaret M. Harber, deceased, the sum of five hundred dollars on account of the sum so paid by the plaintiff to her as consideration for said lots of land to be made and*529 levied of the property in his hands, or that may come into his hands belonging to the estate of said Margaret M. Harber, deceased.
“And it is further ordered by the court that said Milton Moore, as trustee, sell said lands free and clear of all claims of all the parties to this cause, either at public or private sale, on such terms as he may deem best and that out of the proceeds pay each of the beneficiaries before mentioned, the sum of two thousand dollars. That if the proceeds of such sale be not sufficient to pay both 'of said bequests in full, then same he paid pro rata; that should there he a surplus after said bequests are satisfied, then the same shall be paid to Charles Harber as provided in said will, or to his assigns.
“It is further ordered that said defendant Donovan, administrator as aforesaid, pay out of the estate of the said Margaret M. Harber, deceased, all costs incurred herein, except the costs made by Milton Moore and the two beneficiaries herein. And that the costs made' by the three last-named defendants be paid by the plaintiff and that execution issue accordingly.
“It is further ordered, adjudged and decreed by the court that the temporary injunction heretofore granted plaintiff against defendants Gr. H. Carter, trustee, and A. C. Donovan, administrator, be and the same is hereby made perpetual.”
Timely motions for new trial and in arrest of judgment were filed by the defendants who are appealing in this cause, which were by the court overruled, and from the decree and judgment rendered in this cause, this appeal was in proper form prosecuted to this court, and the record is now before us for consideration.
Opinion.
At the very inception of this controversy upon the disclosures of the record we confess that great dif
We have carefully analyzed the amended petition as well as the answers of the parties defendants who filed answers in, this cause upon which pleadings the learned trial judge entered the judgment and decree as herein indicated, and we are of the opinion that such decree and judgment is manifestly erroneous. It is apparent upon the face of the petition that this controversy is one solely between the plaintiff and A. C. Donovan, administrator of the estate of Margaret M. Harher, and the trustee in the deed of trust given to secure the payment of the balance of the purchase money in the sale of the land hy Margaret M. Harher to the plaintiff. The business transaction of the sale of the land designated in. the petition hy Margaret M. Harher to the plaintiff, the execution by her of a deed to the plaintiff, the payment of $500 of the purchase money, and the execution of a note for $500; the balance of the purchase money, and a deed of trust to secure the payment of such note, are a completed transaction, and the rights and remedies relative to such transaction, or arising from it, concern no one except the parties to it. It is clear and it is made manifest upon the face of the petition that the purpose of this pro
There is nothing unusual in courts of equity entertaining jurisdiction of suits to construe wills, for it is a part of, the ancient and well-defined jurisdiction of the courts of chancery to construe wills and declare the trust created thereby, but this by no means is to be construed as authorizing any person, regardless of the relation in which they stand to the will, to maintain such a proceeding. "Where an executor or trustee named in a will has any doubt as to the proper construction of the terms of the instrument they are required to enforce and carry out, either may very appropriately institute a proceeding to have the will properly construed and the duties of the executor or trustee defined by the decree of the court, or where devisees or legatees are entitled to certain rights and claims under the provisions of a will and the executors or trustees named in the will refuse or fail to execute and carry out the provisions of the will as contemplated by the testator, courts of equity may entertain suits instituted by such legatees or devisees for the purpose of construing, and as well as enforcing, the provisions of the will as construed by the court. As applicable to this will defendant Moore, who claims to be the duly appointed trustee in the will to execute certain conveyances, and the Cumberland Presbyterian Church organizations that are made defendants in this proceeding, if they are in doubt as to the proper construction of the terms of the will, might very appropriately institute a proceeding to have such
- In support of the contention of respondent that this is a good pleading for the purpose of having the will of Thomas Harber construed, our attention is directed to the case of First Baptist Church v. Robberson, 71 Mo. 326. A careful examination of that case will clearly demonstrate that it is in perfect harmony with the conclusions reached in this cause, as herein expressed. In other words, it is clearly pointed out in that ease that executors and trustee, or other persons interested in the provisions of a will, may institute an equitable proceeding for the purpose of construing the provisions of the will and defining duties of the execut- or or trustee, for the purpose of forestalling any wrongful acts in the administration of the estate or anticipated mischief, which may result during the course of the administration. That case nowhere indicates that a proceeding may be maintained upon the theory of construing a will for the purpose of adjudicating the validity of past occurrences and transactions which are completed, but on the other hand it is strongly intimated that such a proceeding cannot be maintained, and such is not the purpose and object sought by suits for the construction of wills. That case was one in equity for the purpose of having a will construed. One of the controverted questions arising in it was as to whether the jurisdiction was in the circuit court as a court of equity or in the probate court under the provisions of the statute. In the discussion of that proposition, Sherwood, J., very clearly pointed out the nature and character of actions to construe wills and the purposes and objects sought by such proceeding. He said: “The powers invoked here are not within the scope,
Our attention is also directed to the cases of Mersman v. Mersman, 136 Mo. 244; Bank of Commerce v. Chambers, 96 Mo. 459; Hamer v. Cook, 118 Mo. 476. These cases in no way conflict with the conclusions as herein expressed applicable to the case at bar. The rule announced that parties interested in the provisions of a will, who are required to take some action or perform some duty arising under the will, may have the terms construed by the courts before acting, is conceded and expressly stated in this opinion. But on the other hand, it is nowhere indicated in those cases that where a transaction has been fully completed, simply because
We deem it unnecessary to pursue this subject further. We have indicated our views upon this proceeding which results in the conclusion that the decree and judgment rendered in this cause must be reversed. If the sale to plaintiff was void, whatever remedy he may have (about which we express no opinion), must be litigated between the parties as herein suggested. A. C. Donovan, administrator of the estate of Mrs. Harber, and G-. H. Carter, trustee, have been served with process and are in court. The injunction, is also in force and if the plaintiff is in a position to file an amended petition . stating a cause of action along the lines herein indicated, we are inclined to give him an opportunity of so doing, or if he prefers to adjudicate the validity of the sale made by Mrs. Harber to him in his defense to the proceeding to enforce the collection of the balance of the purchase money, then he may dismiss this proceeding and adopt that course.
Entertaining the views as herein expressed, the judgment and decree of the trial court should be reversed and the cause remanded, and it is so ordered.