172 A. 638 | Vt. | 1934
This cause comes before us on appeal from a decree sustaining a demurrer to a bill in equity. The material averments of the bill are these: The defendant, Ellen S. Drew, is the only heir at law of Mattie Ernestine Mathews, who died testate on March 21, 1929. Her will, after providing for the payment of debts, contains a clause which gives, devises and bequeaths all the testatrix's property, real and personal, "to my executor, hereinafter named, to be by him disposed of according to a memorandum filed with my papers." The defendant, Frederick W. Ward, is named as executor. The will was allowed by the probate court, and administration thereof committed to the executor on April 15, 1929. The memorandum, which was not admitted to probate as a part of the will, and which, as it is admitted by the bill, "has no binding testamentary force," contains a list of names, opposite each of which is set a certain sum of money or article of personal property. The last item is "To Mrs. Ellen S. Drew of Burlington, Vermont, one-half of the balance of my property * * * and the other half of the balance of my property to be given to the children of H.S. Mathews, late of Alton, Ill." On July 23, 1930, Mrs. Drew presented a petition to the probate court, in which she set out the memorandum, stated her desire that the estate should be distributed in accordance with it, and prayed the court so to decree upon final settlement. Thereafter a partial decree of distribution was made, disposing of all of the cash items in the list, except the last one. On February 11, 1932, Mrs. Drew *247 presented another petition (called a supplemental petition) to the probate court, in which she stated that she revoked her previous request regarding the last item, and prayed that the entire balance of the estate should be decreed to her. The plaintiff, who says that he brings this suit in behalf of himself and others similarly situated, is a grandson of H.S. Mathews and claims to come within the category of the latter's children. He alleges that, upon learning of the first petition, which he says is an assignment of Mrs. Drew's interest as heir at law, and in reliance thereon, he incurred a large expense by engaging an attorney and in other ways to claim his rights thereunder and to establish his right to share in the estate, and also to contest the claim of another person to his exclusion. He appeared before the probate court and contested the granting of the supplemental petition, but alleges that the judge of probate is about to decree the balance to the executor in trust for Mrs. Drew. He alleges further that Mrs. Drew is estopped in equity and good conscience from repudiating her first petition (again denominated an assignment), and that thereby she constituted herself a trustee for the various persons named in the memorandum according to the terms of it. The prayer is that Mrs. Drew may be enjoined from holding the balance of the estate otherwise than as trustee; that Mr. Ward, the executor, may be enjoined from delivering the property to her in any other manner than as trustee; and that the judge of probate may be enjoined from making the proposed decree.
There are numerous grounds of demurrer, several of which present, in one form or another, the vital question whether the court of chancery has jurisdiction to grant the relief sought. Under our statutes, the probate court is given plenary and exclusive jurisdiction in the matter of the settlement of estates of deceased persons. Walker's Guardian v. Hendee,
The plaintiff insists that the petition that the estate should be distributed in accordance with the memorandum is a valid assignment and a complete gift by Mrs. Drew of her interest as heir at law. But this is not so. As an assignment, it lacks the consideration essential at law and in equity. Howland Bros. Cave v. Barre Savings Bank Trust Co.,
The granting of the supplemental petition lies within the jurisdiction of the probate court. The claim of an estoppel is not the touchstone of equitable jurisdiction, for it is as available at law as in equity. International Paper Co. v. BellowsFalls Canal Co.,
The demurrer was properly sustained upon the ground considered, and it is not necessary to give attention to the other questions presented in the briefs of counsel.
Decree affirmed, and cause remanded.