68 Vt. 497 | Vt. | 1896
The orators claim to maintain this bill in chancery as legatees and devisees under an alleged last will and testament of Lydia E. Conroe, deceased, which it is charged was fraudulently destroyed in her life time by the defendant, Isaac L. Eells.
The orators have no standing in court if Lydia E. Conroe died intestate. If they have any title to any part of her estate, personal or real, it is derived through her last will. If she left no will, the possession of the property alleged to belong to her estate by defendants Eells and Sperry, is sufficient title to enable them to hold the same as against the orators, who, in that event, would be mere strangers and intermeddlers as to her estate. Hence, at the outset, the orators must establish that Conroe died testate, and must establish the contents of the will so far as they claim the same constitutes them devisees and legatees thereunder.
Defendants Eells and Sperry by demurrer, have raised the question whether in this state, the court of chancery has jurisdiction to establish spoliated, suppressed and destroyed wills.
Chapter 2, Art. 5 of the Constitution of Vermont, so far as it relates to this question, is as follows :
“A future legislature may, when they shall conceive the same to be expedient and necessary, erect a court of chancery, with such powers as are usually exercised by that court, or shall appear for the interest of the commonwealth.”
This article of the constitution was adopted in 1786 and has since been retained. It was thus left with the legislature to determine the powers and jurisdiction of such court when created. They might be the same as were possessed at that time by the court of chancery in England, or they might be modified as in the judgment of the legislature, the best interest of the state might require. Under this grant of
From that time to the present, the powers of that court as defined by statute, have been substantially as now declared by Vt. St., s. 907, which section reads :
“There shall be a court of chancery, the powers of which shall be vested in a chancellor ; and the powers and jurisdiction shall be the same as those of the court of chancery in < England, except as modified by the constitution and laws of this state.”
It is necessary to consider whether at the time of the adoption of this provision of the constitution, the court of chancery in England had jurisdiction to set up spoliated, suppressed and destroyed wills. At that time there was no way in England by which a will devising real estate, could be established and probated once for all. It was considered as a muniment of title, and wás required to be proven whenever necessary to establish title, and might be attacked whenever offered in evidence before a court. The ecclesiastical courts had jurisdiction over wills of personalty. Probate of such wills, against the world, and once for all, could be made in them. If the will was of personalty and realty, the ecclesiastical court could probate it, but the probate was not noticed by the common law courts, in respect to the realty. If the devisee was in possession, he could not maintain ejectment against the heir and thus establish his title under the will. To obviate this dilemma courts of chancery entertained a bill in favor of such devisee against the heir to establish the will and title thereunder. This was in the nature of a bill to quiet title. 3 Pom. Eq. s. 1158 and note 3 ; Adams. Eq. 6th Am. ed. with Sharswood’s notes, *248, *249 and notes; Buchanan v. Matlock, 8 Humph. 390, 47 Am. Dec. 622; Harris v. Tisercan, 52 Ga. 153, 21 Am. Rep. 242.
There are cases where chancery formerly exercised jurisdiction to relieve against a will fraudulently obtained. But
“In cases of fraud, equitj1- has a concurrent jurisdiction with the court of law, but in regard to a will charged to have been obtained through fraud, this rule does not hold. It may be difficult to assign any very satisfactory reason for this exception. That exclusive jurisdiction over the probate of wills is vested in another tribunal, is the only one that can be given.”
Keiley v. McGlynn, 21 Wall. 503 ; 3 Pom. Eq. ss. 913, 914. There are not many English cases bearing directly, upon the question of the jurisdiction of chancery to set up a suppressed, spoliated or destroyed will. Haines v. Haines, 2 Vernon, 441, was decided in 1702. That case was this : The uncle having devised his real estate, part to the orator and part to other relatives, and disinherited the heir at law ; at the funeral of the uncle, a younger brother of the heir at law, snatched the will out of the hands oí the executor and tore it into many small pieces, and most of them, particularly such part wherein was the devise of the land, were picked up and stitched together again. The bill was to have the will established ; and it was decreed that the devisees should hold and enjoy against the heir, and he to convey to the devisees, although no direct proof was made that the heir directed the tearing of the will. The report of the case does not show that it was argued, and no reasons are given by the court for its judgment. This case is quite analagous to the class of cases before suggested in which the devisee
“A devisee brought his bill against the heir, and it being made to appear that there was such a will as the plaintiff had suggested, and that the defendant had destroyed it, the Lord Chancellor Parker decreed the defendant to convey the premises to the plaintiff in fee, and to deliver up the possession, which (his honor said) seemed to him to be the most effectual and reasonable decree.”
Tucker v. Phipps, 3 Atkyns 359, was decided in 1746. The bill in that case was brought by the plaintiff, suggesting that his wife’s father had by his will left a legacy of fifteen hundred pounds to the plaintiff’s wife, his daughter, and that the defendant had destroyed or concealed the will. The prayer was that the defendant be decreed to pay the plaintiff fifteen hundred pounds with interest. The defendant put in three answers ; in the first he admitted the will as set forth in the bill, but made no mention of any insanity in the testator; in the third he denied he ever had any such will, and averred that if there ever was any such, he could
“As to the spoliation, consider it generally as a personal legacy, where the will is destroyed or concealed by the executor, and, I think, in such case, if the spoliation is proved plainly, though the general rule is to cite the executor into the ecclesiastical court, the legatee may properly come here for a decree upon the head of spoliation and suppression. * * * * But here the case is stronger to entitle the plaintiff to a decree because the legacy is out of real and personal estate both, and as to the real estate, there is no occasion to prove the will in a spiritual court to entitle the legatee to recover the legacy out of the real estate. This would be clearly the case, where the charge is upon the real estate, and though the heir is entitled to have a personal estate to exonerate his real, yet, if he is made executor and has by a voluntary, fraudulent act, put the legatee under such difficulties as to make it almost impossible for him to prove the will, it is reasonable to let in the legatee to have his legacy, and leave the executor to pay himself out of the personal estate.”
And the plaintiff had a decree for the immediate payment of the legacy, notwithstanding the probate of the will had not been granted. Among cases in the United States holding that chancery has jurisdiction in such cases are Bailey v. Stiles, 1 Green, Ch. (N. J.), 220; Buchanan v. Matlock, and Harris v. Tisereau, supra; Dower v. Seeds, 28 W. Va. 113; Anderson v. Irwin, 101. Ill. 411 ; Hall v. Allen, 31 Wis. 691; Banks v. Booth, 6 Munf. 385 ; Brant v. Dold, Gilmer, 211. Among text writers adopting this view are 3 Redf. Wills 16; Perry Tr. s. 183 ; 1 Story Eq. s. 254. In the case of Mead v. Langdon, not reported but decided in Washington county in 1834, and cited in Adams v. Adams. 22 Vt. 59, this court set up and decreed the pay
Has this jurisdiction been taken from the court of chancery by the legislation of this state ? At an early date in its history probate courts were established and have ever since been retained. They are courts of record. Vt. St., s. 2322. They have jurisdiction of probate of wills disposing of personál or real estate or of both, of the settlement of estates, the appointment of .guardians, and the powers, duties and rights of guardians and wards, of the issuing of letters testamentary, and the appointment of adminstrators and of issuing letters of administration. Vt. St., ss. 2325, 2371, 2372, 2373. The probate of a will by the probate court having jurisdiction thereof, upon due notice, is conclusive as to its due execution as against the whole world. Vt. St., s. 2356; Foster’s Exrs. v. Dickerson, 64 Vt. 233. The probate court has jurisdiction to probate lost, suppressed, spoliated and desti'oyed wills. Minkler v. Estate of Minkler, 14 Vt. 125 ; Dudley v. Wardner’s Estate, 41 Vt. 59, 84 Am. Dec. 628, note; Schouler’s Exrs. s. 84. It has power to vacate its decree admitting a will to probate. It may thus revise its proceedings for fraud, mistake or illegality. Hotchkiss v. Ladd’s Estate, 62 Vt. 209; Smith v. Rix, 9 Vt. 240; Adams v. Adams, 21 Vt. 162; French v. Winsor, 24 Vt. 407 ; Waters v. Stickney, 12 Allen 1; 3 Redf. Wills, pp. 56, 64, 123, 124; Perry Tr. 182. With this power, there would seem to be no necessity for resorting to chan
“One fundamental principle should be constantly kept in mind; it underlies all particular rules, and furnishes the solution for most of the special questions which can arise. In all those states which have adopted the entire system of equity jurisprudence, whatever be the legislation concerning the powers and functions of the probate courts, and whatever be the nature and extent oí the subjects committed to their cognizance, the original equitable jurisdiction over administrations does and must still exist, except so far and with respect to such particulars as it has been abrogated by express prohibitory, negative language of the statutes, or by necessary implication from affirmative language conferring exclusive powers upon the probate tribunals. This equitable jurisdiction may be dormant, but, except so far as thus destroyed by statute, it must continue to exist, concurrent with that held by the courts of probate, ready to be exercised whenever occasion may require or render it expedient.”
When exclusive jurisdiction is conferred upon probate courts in respect to wills and the probate thereof, chancery has no jurisdiction to establish and carry into effect a destroyed, suppressed or spoliated will. Gaines v. Chew, 2 How. (U. S.) 619, Law ed. 11 Book 402; Keiley v. McGlynn. 21 Wall. 503, Law ed. 22 Book 599. And it seems to be now
Vt. St., s. 2356, is as follows :
“No will shall pass either real or personal estate, unless it is proved and allowed in the probate court, or by appeal in the county or supreme court; and the probate of a will of real or personal estate shall be conclusive as to its due execution.”
This section was enacted subsequent to the decision of Mead v. Langdon, supra, in the revision of 1839, and has ever since been retained in all subsequent revisions. R. S. Chap. 45, s. 20, Vt. St., s. 2355 provides that attested copies of wills devising real estate and of the probate thereof, shall be recorded in the office of the clerk of the town in which the land lies. Yt. St., ss. 2365, 2369, provide for probate by probate courts, of wills made out of the state pursuant to the laws of the state or country in which they were made, and of wills allowed in any other of the United States or in a foreign country according to the laws of such state orcountry.
The case of Morningstar v. Selby, 15 Ohio 345, 45 Am. Dec. 579, was a bill in chancery to establish a spoliated will, and the question adjudicated was whether chancery under the Ohio probate system, had jurisdiction to establish such a will. The fifth section of the constitution of Ohio, provided that the court of common pleas in each county, should have jurisdic- , tion of all probate and testamentary matters, granting administration, the appointment of guardians and such other cases as should be prescribed by law. Sec. 4 of the act to organize the judicial courts had this provision :
“The court of common pleas shall have power to examine and take the proof of wills, grant letters testamentary, etc., and to hear and determine all causes of probate and testamentary nature.”
The Supreme Court of Ohio in that case held that chancery had no jurisdiction in respect to establishing such a will.
“The act relating to wills still keeps up and sustains the same separation of jurisdictions. The probate is of the original jurisdiction of that court, and so recognized by the act in which the proof is prescribed, the mode of proceeding, and the effect of the record. And in Swan’s Stat., s. 33 p. 996, it is declared, that ‘no will shall be effectual to pass real or personal estate, unless it shall have been duly admitted to probate, etc., as provided by the act.’ The act makes no mention of any method of establishing a will by chancery proceeding. The probate is treated as a judicial act at law, binding upon all parties, and final and conclusive upon all parties.
* # * * Tq test the propriety of encroaching, in any manner, upon a jurisdiction so peculiar, and which from its nature, ought to be exclusive, let us anticipate some of the difficulties that might flow from entertaining this bill. ' A decree in chancery is not the probate of a will. Hence, a decree establishing a will cannot operate to give it vitality and is utterly powerless, or else the thirty-third section of the statute relating to wills must be taken and held, pro tanto, repealed by the decree. The decree and the statute would speak different language upon the same subject. One would say, the will of Morningstar is effectual to pass real and personal property, without admission to probate, as the act provides ; the other, that it is of no effect. The conflict is irreconcilable, and the weaker in the contest must give way. Again, what would be the effect, if, after rendering a decree either for or against the validity of the supposed lost will, a real and different will should be produced? Is the litigation a bar to its probate? Does it oust the court of common pleas of jurisdiction? Might not the will then be called for, be produced, be proved, and admitted of record, and would it not be effectual to vest titles according to the devises and bequests of the testator? We think it would, because the chancery proceeding would be regarded wholly coram nonjudice and void, and because the statute would enforce its production, and is express as to the effect of the probate.”
The decision of this case turned on the provision of the law of Ohio like Vt. St., s. 2356.
The jurisdiction of chancery in the settlement of estates
“But there is another point, not muph touched on in that case, (Morse v. Lyman, 64 Vt. 167), that is involved in this class of cases. In respect of the settlement of estates of deceased persons, the jurisdiction of the court of chaiicery in this state is not original, nor concurrent with that of the probate court, but is special and limited, and only in aid of the probate court when its powers are inadequate. Further than that, the court of chancery has nothing to do with the settlement of such estates. It follows, therefore, that if at the time a question as to the construction of a will needs to be decided the probate court can be resorted to, and its jurisdiction is adequate for the purpose, that court must be resorted to, and chancery cannot be. It may be that this point has not always been kept in mind by our courts, but it is the inevitable deduction from our decisions.
To the same effect are McCollum v. Hinckley, 9 Vt. 143 ; Morse v. Slason, 13 Vt. 296; Adams v. Adams, 22 Vt. 50; French v. Winsor, 24 Vt. 402 ; Merriam v. Heminway, 26 Vt. 565 ; Boyden v. Ward, 38 Vt. 630; National Bank v. Weeks, 53 Vt. 115 ; Angus v. Robinson, 62 Vt. 60; Morse v. Lyman, 64 Vt. 167; Brown v. Brown, 66 Vt. 81; Ward v. Congregational Church, 66 Vt. 490; Davis v. Eastman, 66 Vt. 651.
It is said that Wetherbee v. Chase, 57 Vt. 347, supports the contention of the orators that equity has jurisdiction to establish the will in question. That case was this : Ichabod Chase, by his last will devised to his son, Wait Chase, eighty-seven acres of land upon condition that he pay to the orators, the testator’s infant grandchildren, who were not his
“It is said that the doctrinéis settled, that a court of equity will not entertain jurisdiction to set aside a will obtained by fraud, or establish one suppressed by fraud; for, in such cases, the proper remedy is exclusively vested in the probate or ecclesiastical courts. Smith Man. Eq. 57; .Story Eq. Jur. s. 184 and note. But it is also as well settled, that ‘where fraud does not go to the whole will, but only to some particular clause, courts of equity will lay hold of the circumstances to declare the executor trustee for the legatee.’ Story Eq. Jur. s. 440; Smith Man. 57; Mitf. Eq. Pl. 257; 1 Perry Tr. s. 183. It is insisted, and we think correctly, that the reason why a court of equity has no jurisdiction, either to establish, or set aside a will, is, that those questions are within the exclusive jurisdiction of the probate courts; but that reason does not extend to the case at bar. The proceedings in this cause do not seek to establish the will*510 oí Ichabod Chase but to charge upon the land in question the legacy given the orators, of which they have been deprived by the fraud of the defendant Wait. To make the payment of the legacy a charge upon the land, without reference to establishing the will, the probate court has no power whatever. The case, therefore, falls within the general rule that courts of equity have jurisdiction in all matters of fraud. * * *' * As between the parties to this cause, the will may well be considered as proved in the probate court, and the appeal vitiated by the fraud of Wait Chase. The orators’ title to the legacy or the land is by virtue of the decree of the court of Chancery, not by virtue of the will. The effect of the decree below was not to establish the will; and the persons made defendants by order of the chancellor are not proper parties to this proceeding; and the pro forma decree making them such is reversed. As to them the bill should be dismissed; in all other respects the decree is affirmed and the cause remanded.”
It may be difficult to reconcile this case with the adjudged cases or other authorities bearing upon the subject. The county court as the appellate probate court, had ample power to set aside the disallowance of the will, and on proper proof to allow it, thus establishing the legacy charged upon the land. The judgment disallowing the will though obtained by fraud as against the orators in that case, was a valid judgment of a court of competent jurisdiction, and binding, until set aside by proper proceedings, in that court, or in some court having jurisdiction to set it aside, yet the decree for the orators was rendered without setting it aside. The difficulty is not met by saying that the judgment of the probate court might well be treated as in force and the appeal vacated by the fraud, because the appeal was in fact perfected, the judgment of the probate court vacated, and the judgment of the county court rendered disallowing the will. Neither the probate court nor the court of chancery had any power to establish the legacy except by force of the will. If there was not a valid will, there was no legacy and no fraud, and nothing to give either
But whatever may be thought of the law or the logic of the decision in Wetherbee v. Chase, it explicitly declares that it does not establish the will, and that a court of equity in this state has no jurisdiction to establish or set aside a will, and that such jurisdiction is exclusively within the jurisdiction of the probate courts. Hence, it is not an authority for the orators in the case at bar.
The question as to the effect of R. L., s. 2049, which is the same as Vt. St., s. 2356, was before this court in Walton, Admx., v. Hall’s Est., 66 Vt. 455. The will of John Walton had been legally probated in Illinois but not here, the administration there being ancillary. In passing upon the effect of the will here, the court by Rowell, J., said:
“We have no statute allowing that probate to make the will effective to pass property having its situs here; but on the contrary our statute provides that no will shall pass either real or personal estate unless it is proved and allowed in the probate court or on appeal in the county or supreme courts, R. L., s. 2049. This, of course, refers to property located here. It follows, therefore, the will not having been proved and allowed here, that it cannot pass property located here.”
The probate court, and the county court as an appellate probate court, have ample jurisdiction for establishing spoliated, suppressed and destroyed wills. It logically follows from the express provisions of Vt. St., s. 2356, our probate laws, and our decisions, as well as the decisions of other courts, American and English, that the jurisdiction of chancery to establish such wills is abrogated, and we so hold. To hold otherwise, would in effect repeal Vt. St., s. 2356, and would contravene the decisions of this court in respect to the exclusive jurisdiction of the probate courts. It is ap
The defendants, Eellsand Sperry, claim title to the property in question by virtue of a certain conveyance and transfers of the same to them by Conroe in her life, and the orators claim title thereto under the alleged spoliated will.
Hence, the issue pending between the parties in the county court, though in form the question of the probate of the will, is in fact, so far as the orators are concerned, a -question of title. The case standing thus, jurisdiction is not conferred upon the court of chancery to establish the will, because the orators’ bill prays for an injunction, or for equitable relief, other than the settingup of the will. The case is analogous in principle to Griffith v. Hillard, 64 Vt. 643, and Stetson v. Stevens, 64 Vt. 649, in which the title of the •orator was involved, and which the court of chancery refused to determine, although a temporary injunction was granted, and remitted him to the court of law to establish his title. In view of the effect, of Vt. St., s. 2356, chancery cannot draw to itself jurisdiction to set up a will by granting some other equitable aid. It can only supplement where there is a shortage in the powers ofthe probate court to protect the rights of the parties, by supplying such shortage if it comes within the scope of equity, and no more.
In a cause like this, the court of chancery may, in its dis
This view of the case renders it unnecessary to pass upon the effect of the orators having elected to proceed in the probate court for the proof and allowance of the alleged will1 and the pendency of such proceedings in the county court on appeal.
The -pro forma decree of the court of chancery is reversed; the demurrer contained in the answer of the defend