118 Ga. 684 | Ga. | 1903
This case is a branch of the litigation with which this court dealt at its March term, 1899, the same having been inaugurated by Henry J. Lamar and Walter D. Lamar, as the executors named in the will of their deceased father, Henry J. Lamar, Sr., with a view to invoking the direction of the court as to certain matters connected with the administration of their testator’s estate. After passing upon the issues then presented for our determination, we affirmed the judgment of the trial court, with direction as to what further action should be taken in disposing of the case. See Lamar v. McLaren, 107 Ga. 591. Subsequently Walter D. Lamar, in his representative capacity, filed an ancillary petition in which he recited the fact that the case was still pending in that court, and in which he alleged that he and his coexecutor were unable to agree as to what steps should be taken in attempting to carry out the provisions of the fifth item of the will, which was in the following language: “ I desire and direct that my drug business, known as H. J. Lamar & Sons drug-store, Lamar & Cheatham drug-store, and the Yineville drug-store-, be, by my executors hereinafter named, continued in operation for and during the term of five years after my death, and the profits arising therefrom annually divided amongst my legatees entitled thereto, in the proportion as each legatee may have an interest in such business respectively.” It was further stated in this petition that the drug business was being conducted by the executors; that certain profits had been realized therefrom, and that some of the legatees interested in these profits were demanding that the same be distributed in accordance with the provisions of the above-mentioned item of the will. The construction which petitioner, Walter D. Lamar, as executor, placed upon the language used by the testator
The executors continued to conduct the drug business until the expiration of the period fixed by the testator. The business was .then sold.for the sum of $175,000, the purchasers assuming the payment of all outstanding accounts and other liabilities. Shortly thereafter, in February, 1902, Walter D. Lamar, as executor, renewed his effort to secure a decree from the court providing for a distribution of the profits of the drug business in accordance with the fifth item of the will. In the petition filed by him for this purpose he stated that he and his coexecutor were still unable to agree as to their duty in the premises, and that there was also a difference of opinion between them as to the amount of commissions they were authorized to charge against the estate for conducting the drug business, bringing about a sale thereof, etc. Service was perfected upon all the parties interested in the distribution of the fund arising from this sale; and it being made to appear to the judge that some of the trustees named in the will had personal interests which were antagonistic to those of certain minor children whom they represented, he appointed a guardian ad litem for such children. Answers were filed by this guardian ad litem,
In construing pleadings, they should, of course, be given a reasonable intendment. Where, therefore, one brings an equitable petition, reciting therein the fact that his interest in an estate is that both of an executor and of a legatee, alleging the pendency of a'proceeding at law instituted by some of his individual creditors with a view to subjecting to the satisfaction of their demands against him such interest in the estate as he has as a legatee, to which proceeding other creditors of his and of the estate are parties defendant, and praying for a decree directing him how, in view of the conflicting claims of these creditors, to administer the estate of his testator, etc., he is to be deemed “ a party complainant, not only as executor, but likewise as legatee and debtor,” since his evident purpose is to obtain a decree settling the whole controversy, binding upon him both in his representative and in his indi
In the case now before us, Henry J. Lamar was called upon to defend. He did so in but one capacity, explicitly stating in his answer that he filed it “ as one of the executors of H. J. Lamar, deceased.” It was signed by his counsel as “Attys. for H. J.. Lamar, Extr.” In it he urged objections to the proposed distribution of"profits, but set up no individual rights which he claimed as a legatee; so it is manifest that he did not intend by this answer to defend the action in that capacity. It is equally clear that he did not thereby undertake to defend the action in his representative capacity as trustee, for in this very answer he sought to hold the estate liable for large commissions alleged to be due him as executor, a claim adverse to the interests of the beneficiaries he represented as trustee, as well as to those of other parties to the litigation. Doubtless he concluded it was unnecessary to file a separate answer as such trustee, for the reason that, if the defense he interposed as executor were sustained, none of his cestuis que trust would be prejudiced by his failure to do so. Certain it is that Henry J. Lamar did not, either as a legatee or as a trustee, except to the decree rendered, as the bill of exceptions brought to this court recites that it was presented, within the time prescribed by law, by “ said defendant H. J. Lamar, as Extr. of the.
The moving executor, Walter D. Lamar, wished to invoke the advice, direction, and protection of the court. To this end, it was necessary that he should bring before the court, in person or through a proper representative, all parties who had, or might have, an interest in the due administration of the estate, including the •obstructing executor, Henry J. Lamar. All adult beneficiaries under the will were cited to appear and defend, and there can be no question that all of them became effectually bound by the decree rendered. The will provided that the portions of the estate intended for all other beneficiaries, born or to be born, should go to certain named trustees. One of these was Walter D. Lamar. It would not be seemly, nor permissible, for him as trustee to undertake to defend an action which he had brought in his representative character as executor. He did not, in point of fact, attempt to do so, but in his petition prayed that the court appoint a guardian ad litem who should, so far as this litigation was concerned, stand in his stead as such trustee and protect the interests of the minor beneficiaries which he otherwise would be under a duty to represent. He further prayed that a guardian ad litem be appointed to represent certain other minor beneficiaries whose trustee, Mrs. Fannie Rankin, had an interest in the subject-matter of the litigation which was antagonistic to their own, and therefore calculated to render her an unfit representative for them. The
From the foregoing recital of facts it will readily be perceived that Henry J. Lamar was not, in his capacity as executor, either under the terms of the will or by virtue of any order of court, the legally constituted representative of any children, born or unborn,, having an interest in the result of the case; and clearly it was not his privilege, as a mere volunteer, to assume to represent the contingent remaindermen in the trial court or in this. His only concern was to see, for his own personal protection, that all .contingent remaindermen and others having a beneficial interest in the estate were properly before the court below, in person or by a fit representative, to the end that all might become bound by the decree rendered, whatever it might be. , It was his right to insist that the court should not attempt to render a final decree until it acquired jurisdiction over all necessary parties to the case; but, as one of the executors of the estate, he no more represented, for the purposes of this suit, contingent remaindermen not in esse than he did all minor beneficiaries, their trustees, life tenants who were sui juris, or the court itself. Unquestionably it is true, as contended by counsel for the plaintiff in error, that under the will it is the duty of the executors to receive and make a proper distribution of all property devised or bequeathed which may at any lime in the future revert to the estate. It may also be conceded that it was not necessary that all persons entitled to share in the proceeds of property which may hereafter revert to the estate should be made parties to the present-litigation over the fund in controversy, for the reason that they could claim no immediate interest therein, and the executors were bound to represent them to the extent of insisting that they, as executors, should not be prejudiced by an improper distribution of that fund, whereby they would be unable to respond to the demands of these persons having a reversionary interest therein, if it should ever in whole or in part eventually revert to the estate. It is, however, to be noted that in the sixth item of the will the testator directed that such property as might revert to his estate should be “divided equally amongst [his] surviving children, to be held to such uses and trusts ” as attached to the legacies “ bequeathed to such childrenso all persons who might subsequently to the decree rendered become entitled to
This decree further provided, that, in addition to “ the commissions already charged by them for administering said estate, and as further compensation for their services,” the executors should “have and receive an aggregate commission of 5fo, and no more in any event, on all of said estate [thereafter] administered by them, to wit, 5fo on all moneys received and paid out, and 5fo on
Another assignment of error presents the complaint that the court below erred in holding that the executors were-“not entitled to commissions on the $80,000.00 of debts assumed by the pur
Judgment affirmed.