248 S.W. 933 | Mo. | 1923
This is an action brought under Section 1970, Revised Statutes 1919, to determine the *158 interest of the parties in and to quiet the title to the land in controversy. There was a trial before the court and a finding and judgment that the plaintiffs had no title estate or interest in the land; and that the defendants were entitled to the same. The land, not being susceptible of division in kind, was ordered sold and the proceeds equally divided among the defendants. From this judgment the plaintiffs have appealed. The land is described as the north half of the northeast quarter of the southeast quarter of Section 36, Township 29, Range 30, Jasper County, and embraces, according to governmental subdivisions, twenty acres. The plaintiffs are the children and heirs of Mary J. Turner, deceased, a daughter of Lewis Hine, who died in September, 1912. Mary J. Turner, plaintiffs' mother, acquired title to the land by a warranty deed from W.S. Grissum and wife. Upon her death her husband, C.E. Turner, conveyed his estate by the curtesy in the land to Lewis Hine. The latter died testate, leaving surviving him his wife, Susan Hine, who died before this suit was brought, and the following children, to-wit: Lewis T., Thomas S., George A., and Amos A. Hine, his sons, and Cora M. Clay, Ida B. Woods and Edith A. Spencer, his daughters; and Pearl Snow, Jessie D. Frank and Vernie P. Hine, his grandchildren, who were the children of his son Rufus W. Hine, deceased; also his grandchildren, the plaintiffs.
The seventh clause of the will of Lewis Hine directed his executor, Carl Spencer, to sell all of his real estate; and after the payment of his debts, including funeral expenses, costs of administration and certain bequests, to divide the remainder of his estate equally among certain children and grandchildren named therein.
After the death of Susan Hine, the widow of the testator, the executor sold the homestead under the power contained in the will. So far as the record discloses there remains no other land belonging to the estate of the testator than that in controversy. *159
After the payment of all of the debts and all of the bequests, excepting a few inconsiderable in amount, the executor reported that he had on hand $500, which was sufficient to satisfy all unpaid bequests, debts and court costs. After the filing of this suit, plaintiffs, by quitclaim deed, acquired the title and interest of all of the beneficiaries under the seventh clause of the will of Lewis Hine, which includes all of the defendants except Edith A. Spencer. She and Carl Spencer alone filed answers. Therein they alleged that C.E. Turner, the father of the plaintiffs and the husband of Mary J. Turner, deceased, in May 1910, became a tenant by the curtesy of the land, and on the said date conveyed the life estate thereby created to Lewis Hine, who died testate, seized of the interest therein of C.E. Turner, who is still living.
The defendant Edith A. Spencer claims no greater interest in the land or the proceeds arising from its sale than her share as a legatee, which is a one-eighth, in the life estate conveyed by C.E. Turner to her father Lewis Hine.
Upon these facts the court rendered judgment for the defendants. The controversy, as presented by the briefs of counsel, is as to the right of the plaintiffs to bring this suit, and the power of the executor to sell the land in question and distribute the proceeds as directed in the will.
The tenor of the seventh clause of Lewis Hine's will is as follows:
"7. I will and direct that my executor, hereinafter named, sell all of my real estate at private sale, or public sale, without any order of court therefor, on such terms of payment as he shall think best, and he make deeds of conveyance to the purchasers thereof, and that after the payment of my debts, funeral expenses and expenses of executing this will and the payment of all of the foregoing bequests, all the remainder of my estate and property shall be equally divided between said Lewis T. Hine, Edith A. Spencer, Thomas S. Hine, George A. Hine, Ida B. Woods, Pearl M. Snow, Jessie, D. Frank and Vernie P. Hine." *160
I. The contention made by the defendants during the trial as to the non-age of certain plaintiffs and the incompetency of their father to act as their next friend in this proceeding by reason of his non-residence, is not for our consideration. The defendants prevailed below. There is noQuestions for cross-appeal and we are concerned only with theConsideration. errors preserved by the plaintiffs who are appellants. [Ross v. First Presby. Church,
II. Under the seventh clause of the will we are confronted with the question as to whether the testator in directing his executor to sell the land in question and distribute the money arising from the sale among the legatees named, created a fictional or constructive alteration of the nature of the land by which it is to be considered as personalty and dealt with as such. This legal fiction was invented to protect beneficiaries and sustain and carry out the intention of a testator. It is designated in legal terminology as the doctrine of equitable conversion. The principle upon which it is founded is that a court of equity which regards the substance and not the mere form of an instrument will consider things agreed upon or directed to be done as having been done where nothing has intervened which ought to prevent a performance. [Craig v. Leslie, 3 Wheat. (U.S.) 563, 4 L. Ed. 460; Griffith v. Witten,
This is an action at law. Although the answer sets up an equitable defense, no affirmative relief of this character is asked. This is an essential to the classification of the case as one in equity. [Koehler v. Rowland,
It is clear from the terms of the will that the testator intended the land to be sold by his executor and the proceeds distributed among the legatees. The power thus conferred authorizes the application of the equitable doctrine above defined, not in its fullness, but only in a fictional or constructive sense, serving more to designate the character of the property then to effect its actual conversion which only occurs upon the sale of the land. [Nall v. Nall, 243 Mo. l.c. 257.] Upon its occurrence, the proceeds of the sale would become a trust fund in the hands of the executor for the payment to the legatees of their respective interest therein. [Carr v. Barr, 243 S.W. (Mo.) l.c. 102.] Without more, the affirmance of the judgment of the trial court would be authorized. The right of the legatees, however, to modify or annual the application of this doctrine under what is termed a reconversion, is well established; it has been evolved from and is of necessity incidental to that of conversion and under it the legatees are authorized during the constructive status of the property, to elect whether they will take the land rather than the proceeds arising from the sale of same. [Clifton v. Owens,
It appears that since the institution of this suit all of the legatees named in the seventh clause of the will, except Edith A. Spencer, have conveyed their interests in the land to the plaintiffs. So far as concerns the timeliness of this election, it is not to be questioned, as the land has not been sold by the executor. But for the failure or refusal of Edith A. Spencer to elect, this conveyance would suffice to authorize the application of the doctrine of reconversion.
The character of the ownership of the property may well be determined, in the absence of any other more cogent proof, by the manner in which it has been disposed of by the owners. The owners having resorted to the formalities of a deed of conveyance to dispose of their interests, not only is the inference permissible but the conclusion authorized that they chose to regard such interests as in the nature of realty, or in other words, so far as their individual interests are concerned, that they elected that the property should retain its original character instead of being converted under the terms of the will into personalty. Regarding their ownership as that of real estate, they conveyed it as such. It is held, however, in many cases, that to authorize such an election the conveyance should embrace the interests of all of the owners. As was said by ELLISON, P.J., in Gilbreath v. Cosgrove,
An insuperable difficulty exists, however, in holding that the conveyance of the interests of the other legatees than Edith A. Spencer, to the plaintiffs, restored the original character of the property as land, and thus modified the terms of the will. To so hold would preclude a determination as to the measure in money of Edith A. Spencer's one-eighth interest. This can only be ascertained by a sale of the property. To hold otherwise would, in our opinion, tend to impair her interest.
In thus ruling, we would not be understood as holding that the plaintiffs have no interest in this property and in the proceeds arising from the sale of same. They now own the remainder in the fee therein, and the judgment below should have so held, as the purpose of a proceeding under the statute (Sec. 1970, supra) here invoked, is to ascertain and determine, as asked in the pleadings, all of the rights, claims, interests, etc., of the parties or any one of them concerning or affecting the property. [Utter v. Sidman,
These conclusions require a reversal and a remanding of this case with directions to the trial court to enter judgment herein in conformity with this opinion. It is so ordered. All concur.
