30 So. 2d 361 | Fla. | 1947
The appeal brings for review final decree dismissing amended bill of complaint. The allegations of the bill of complaint are sufficient to show that one Herbert Sewell, father of the plaintiff Dora Sewell, died on April 10, 1910, leaving a last will and testament which provided:
"It is my will that all my just debts be paid out of my estate; I give, bequeath and devise to my brother, E. G. Sewell of Miami, Florida, all of the real and personal property, of which I may die seized and possessed, of whatever kind and description and wherever same may be situated, in trust, however, for the use and benefit of my children Dora Sewell and George L. Sewell to be kept and used for their support and maintenance, and distribution among them, when they shall attain their majority, share and share alike — it is also my will, and I hereby appoint my said brother E. G. Sewell the Executor of this my last will and testament, to qualify without bond or security, and with full power to sell and dispose of any property, real, person [al] or mixed, of my said estate, at either public or private sale, without order of any court," — *572 and at the time of his death Herbert Sewell owned considerable property which is described in the bill of complaint. That after the death of Herbert Sewell, E. G. Sewell qualified as Executor of the estate of Herbert Sewell but that he never filed any appraisal, report or other matters in the probate court where the will was probated; that he took into his control and possession all of the property of the estate of Herbert Sewell and thereafter handled and treated the same as if it were his own property; that at the time of the death of her father Dora Sewell was a girl 17 years of age; that she had implicit confidence in her uncle, E. G. Sewell, and that E. G. Sewell represented to her that her father left no estate and that such sums of money as he delivered to Dora Sewell he represented and presented to be gifts and donations from himself. That E. G. Sewell two days before his death, which occurred on April 2, 1940, deeded to Dora Sewell a parcel of land in Palm Beach County alleged to have been worth not more than $3000.00 and represented to Dora Sewell that he was deeding her this property as a gratuity and as a fulfillment of a mere moral obligation as her Uncle to care for her and to assist her.
It is further alleged in effect that George L. Sewell, son of Herbert Sewell, died intestate and without issue several years prior to the death of E. G. Sewell and that Dora Sewell thereupon became the sole heir and sole beneficiary of the estate of Herbert Sewell.
It is further alleged that just a few days before the death of E. G. Sewell he conveyed and gave to his then wife Adele M. Sewell all of the property and proceeds of the property which he held in trust from the estate of Herbert Sewell and that thereupon Adele M. Sewell became the successor-trustee of the estate and property of Herbert Sewell, holding the same for the benefit of Dora Sewell; that Adele M. Sewell, the widow of E. G. Sewell, died intestate on November 24, 1941 at which time she held the property and proceeds of the property of the estate of Herbert Sewell in trust for Dora Sewell. That shortly after the death of Adele M. Sewell plaintiff Dora Sewell discovered for the first time the facts and conditions of the estate of her father and of her rights and interests therein *573 and thereupon on July 18th, 1942 Dora Sewell filed her claim in the probate court against the estate of Adele M. Sewell; that the corpus of the estate which E. G. Sewell held in trust under the will of Herbert Sewell, a few days before his death he fraudulently conveyed and transferred in contemplation of his death, to his wife Adele M. Sewell in order to prevent the said trust from being administered as a part of his estate and prevent the plaintiff from knowing of the existence of said trust and to deprive her of the opportunity of tracing any of said trust funds; that during the lifetime of E. G. Sewell he created certain corporations made parties defendant in this suit, which corporations were merely the alter ego of E. G. Sewell; that these were personal holding corporations into which the corpus of the trust and the funds resulting from the use, manipulation and investment and re-investment of said trust funds went, and that the stock in these corporations constituted a part of the property set over and transferred to Adelle M. Sewell by E. G. Sewell shortly prior to his death.
Under these allegations we must hold that the bill of complaint contained equity and that the plaintiff is not barred by laches or by the statutes of non-claim from receiving the benefits of the trust. This is true because trust estates are definitely the wards of equity and equity delights in protecting the trust and in requiring the trust to render true and honest accounting to his cestui. See Goldring v. Herskovitz,
The statute of non-claim (Sec. 733.16 Fla. Statutes 1941 (same F.S.A.) does not apply so as to require a cestui to file a claim against the estate of the trustee to be entitled to recover the property of the trust estate because the trust property was not an asset of the decedent's estate. Bloxham v. Crane,
The allegations of the amended bill of complaint are sufficient to state grounds for equitable relief and, if proved, will entitle the plaintiff to the relief prayed.
So the decree should be reversed with directions that the cause be reinstated and further proceedings be had not inconsistent with the views here expressed.
So ordered.
THOMAS, C. J., ADAMS, J., and KANNER, Associate Justice, concur.