70 Tenn. 78 | Tenn. | 1878
Lead Opinion
delivered the opinion of the court.
Reuben "Wright died on the 27th of May, 1869, leaving • a widow, complainant, Martha Wright, and eight children by a former wife. He left a will, the only provision of which for his widow is thus worded: “ I will to my wife Martha the tract of land she owned before our marriage, also the mare, and all the household furniture that she brought here, and also my buggy.” At the death of the testator, and for the two preceding years, the wife, Martha Wright, was of unsound mind, and so continued until the filing of this bill on the 31st of December, 1872. The bill was filed for dower in the lands of which the husband died seized and possessed, for the year’s allowance given by law, for a distributive share of the personalty, and for the value of exempted articles, upon the ground that she was thus entitled as if she had dissented from her husband’s will within the time prescribed by law. In the meantime the defendants, R. C. Wright and David West, who were appointed and had qualified as executors of the will, had sold the land and personalty and distributed the proceeds, after the payment of debts and the costs of administration, to the children of the' testator. They had, shortly after the testator’s death, delivered to the brother-in-law of Martha Wright, who had the custody of her person, the articles of personalty mentioned in the will, he giving a receipt therefor. The defendant, David West, had bought the land shortly after the testator’s death, and was in possession, and he was
The defendants answered the bill, and,, as executors, filed a cross-bill against the complainant and the children of the testator to have contribution from the latter out of the moneys paid them for the proportional part of each in any recovery had by the complainant. They also relied, as they had previously done in a demurrer which was overruled, upon the point that the widow had not dissented from the will within twelve months from the probate of the will, as required by the Code, sec. 2404, and could not do so by reason of her unsoundness of mind, and was thereby barred of all claim against the will. Some stress was also laid upon an alleged ante-nuptial parol settlement between Reuben and Martha Wright, by which the latter waived all right to her husband’s property. The Chancellor held that the complainant was entitled to the relief sought, subject to be charged with the value of the articles delivered under the will, which it appeared went to her benefit, and the defendants to a decree over, upon their cross-bill, against the children of the testator for their proportional part of the recovery. The defendants appealed.
Any ante-nuptial contract in parol was, of course, void under our statute of frauds. Code, sec. 1758, sub-sec. 3. Hackney v. Hackney, 8 Hum., 452. The rights of the parties turn upon the question whether a widow, who has not dissented from her husband’s will within the time prescribed by law because of un
The doctrine of election of rights grow up independent of statute, and was applied in several classes of cases. One of these classes was that of a widow required to elect between the provisions of her husband’s will and her legal rights of dower at common law. She might be put to her election at law by express words (Gosling v. Warburton, Cro. Eliz., 128), and in equity by manifest implication. Birmingham v. Kirwan, 2 Scho. & Lef., 452; Whilder v. Whilder, Riley Ch., 205; Herbert v. Wren, 7 Cranch., 378; Adsit v. Adsit, 2 Johns. Ch., 448. But the difficulty of applying the principle of manifest implication led to uncertainty and confusion. To obviate this evil, in several of the States, statutes have been passed requiring the widow to elect, within a given time, between her husband’s bounty and her legal rights. 1 Wash, on Real Prop., 272. Among these statutes was the North Carolina act of 1784, 22, 8, which continued in force in this State, with slight modifications, until brought forward into the Code, with the modifying acts, in sections 2404 and 2405. That section was, in substance, that if the husband made a will without any express provision for his wife, by giving her such part of his real or personal estate, or to some other for her use, as shall be fully satisfactory to her, such widow might signify her dissent in open court within six months after the probate of the will, and in that case shall be entitled to dower in the lands of which the husband died seized and possessed, and one-third,
These statutes, and notably the provisions of the Code, require an exercise of the mind by a competent person, with knowledge of the facts. The very act of' election implies these requisites, and it was so held by the courts on general principle. The Code, sec. 2405, expressly requires the personal representative of the estate, upon the application of the widow, to disclose the condition of the estate, to enable her to act as her interest may require. Of course, if she cannot dissent because of her want of capacity, she cannot make this application. To hold that she is deprived of her election, when she could not possibly make it, would be an unsatisfactory construction of a
But this court has decided that the statute is not so inflexible as the literal interpretation would imply. In Smart v. Waterhouse, 10 Yer., 94, it was held that a widow, who had been prevented from making her election within the year by the fraudulent conduct of those interested in the estate, might afterward assert
Dissenting Opinion
delivered a dissenting opinion.
•Mrs. Wright, by next friend, etc., against R. C. Wright, executor (and individually), and David West, is a bill filed by complainant as widow of the said Keuben Wright, seeking to have dower assigned her in the lands of which her husband died seized and possessed, an account for rents, also her year’s support from the personal estate, and articles exempt from execution. In addition, she seeks a child’s part of the personal estate. This bill is filed December 31, 1872. The husband died June, 1869, leaving the will to which we have referred.
The will was duly proven a short time afterward, and the executors therein appointed entered upon the execution of the same. They had, before the filing of this bill, completed the administration of said estate, distributed the personalty, and settled their trust in the county court.
By the husband’s will the wife was given, in terms, a tract of land that she owned before their marriage, also “the mare,” and all the household furniture that she brought here, also his buggy. No other provi
The husband having died testate in 1869, and the will proven in that year, the time had long passed in which she could dissent from the will when this bill was filed. Code, sec. 2404.
This is sought to be avoided in this case by the fact charged, and which is shown to be true, that she was insane at the death of her husband, and had been for a number of years before, and continued so at thefiiling of this bill. It is further stated that the executors had proceeded to administer the estate and distribute the same without noticing or recognizing that she had any interest or rights in the same — had never informed either her or her friends of the condition of the same. The case turns mainly if not entirely on this state of facts.
There is no evidence of any fraud or misconduct on the part of the executors injuriously affecting her rights. On the contrary, the estate seems to have been promptly and openly wound up, and settlement regularly made.
The question whether in such a case the simple fact of mental incapacity existing ' in the widow at the death of her husband and probate of the will, entitles
It is evident our statutes have failed to make any provision. for this precise case. For many years, in fact since the North Carolina statute of 1784, sec. 8, the widow, where a satisfactory provision was not made for her, could dissent from such will, and be remitted to her rights, as if no will had been made.
This dissent is required by our Code to be made within twelve months, and to be done either in the" county or circuit court of the county. Unless this dissent was made it was uniformly held, before the Code, if any provision was made for the widow out of the real or personal estate, she was compelled to her election; otherwise she was bound by its provisions, and took only what the will gave ° her, and could never afterward claim any dower or distribution out of property of which her husband may have died intestate, or undisposed of. Meigs, 388; 8 Hum., 579; 3 Head, 218; and if she dissented she took nothing under it. 9 Hum., 195. Since the Code, sec. 2429, and the act from which it was taken, it has been held, however, that by a fair construction of the act and Code, where the widow accepts the provision made for her under the will, within the time limited, she is nevertheless entitled to her distributive share of per
This is all well settled law, and fixes unmistakably the rights of a widow in the cases provided for, where she is compos mentis, capable of acting for herself, understanding her rights.
There being no provision in the statute for this precise case, nor any case where the question has arisen in our State, we are compelled to solve it, upon principles established in analogous cases, with proper reference to what is the best public policy, and what will most nearly attain the ends of general justice. “The fact that this may seem a hard case, can have but little influence on our conclusions, as this is the first case of the kind ever before this court in upward of eighty years, showing such evils as may be found in it, are of remarkably seldom occurrence. A case occurring so seldom can scarcely demand that we should strain the analogies of the law, or depart from settled principles in order to meet its apparent hardships.
It being settled by our law that the husband may, by will, dipose of his property as he chooses, and make a different provision for his widow than that provided by law — and this right is secured by legislative enactment — it follows that the courts are bound to carry out such a will in good faith when it comes before them.
It is also settled law that an executor may be appointed by a testator, whose duty it is to execute that will. For this purpose he is sworn to the performance of this duty, and gives a bond well and truly
The statute has fixed the right of a widow to dissent from the will of her husband if its provisions are not satisfactory to her. She stands on this statutory right so far as her dissent to the will is concerned, and in case of doing so, takes, under the provisions of the statute, not what the will has given her, but her dower (her ancient right), and a distributive share of the personalty.
This is all clear in the case of a widow under no disability. The question, however, is, what shall be the rights of a widow who is a lunatic,- consequently unable to exercise her right of election, which evidently involves discretion and judgment? This case is not provided for by the statute, and we must endeavor to settle it upon general and established principles.
The cases of election well known in our law between two inconsistent rights, where, by retaining the one claimed under a will or deed, others will be defeated of just claims, or the evident intention of ■ testator or grantor not be carried out, furnish an analogy to guide us to a certain extent. Under these cases it is settled that a party having an interest to assert such as a party who would be affected by the claims
The suit in this case is brought within about three years, we believe, after probate of the will, but if it can be brought two years after the time fixed by the statute in which the dissent shall be made, it may as well be brought in twenty, or any other period, the disability continuing. In fact, in order to maintain the right after the period fixed by the statute, we are compelled to hold there is no period of limitation whatever on the right while the lunatic lives, and it would become difficult to see why it would not go-to her representatives after her death as on 'the theory,
We look for a moment at the consequences of such a holding. The law imposes upon the executor the duty of settling promptly the estate, paying, over legacies, and it may be making .titles to lands devised, or the devisee takes them under the will. They are •sold, as in this case, by the devisee, and the estate settled up, the legacies paid to the legatees, or distributed according to the terms of the will. After all this is done, and done according to the imperative requirements of the law, on the penalty of being guilty of a breach of trust in the execution of the will, according to his oath and bond, a next friend of the widow may, ten or twenty years after, file a bill like the present, ask the court to elect for her, have all that .has been done, and done according to law, disturbed, broken up, and the whole estate re-adjusted, involving an account of what has been received by legatees, a re-adjustment of the proportion of land devised, a litigation that may be of the most complicated and expensive character in its settlement, and which may present questions of law of the most difficult solution, as in the case of the purchaser of land from the devisee.
The argument of Judge Green in the case of Harry et als. v. Green et als., 9 Hum., 184, in holding that
It may be said the executor may apply to a court
The only ground on which this view can be plausibly sustained is, that it is the duty of the executor to act for the widow, and his failure a fraud on her rights, for fraud is the sole ground on which an exception can be made to the time fixed, in the statute. That no such duty is imposed on him we think is clear. He is executor of the will — is sworn to execute its trusts. In so far as the wife may take under the will, he is a trustee for her as well as any other legatee, but to say he is also a trustee charged with the duty of instituting proceedings by which the will is to be defeated or rendered inoperative, is to charge him with antagonistic duties so conflicting as to be almost if not quite irreconcilable with fairness or their faithful performance. It would be equally as logical, we think, to hold that it was his duty, in case the will did injustice between the children of the testator, or was subject to a suspicion that it had been obtained by fraud, that he should institute proceedings to contest it, and have it set aside to the extent of
We have seen no case in which it is held the executor is charged with the duty of asking a court of equity to elect for a married woman or a person under disability; nor any case, even, where it has been held that the executor might file such a bill. His duty is to execute the will as he finds it.
If claimants under the will have rights conflicting as between themselves, they may file a bill to have them settled; and in case a person under disability is required to elect between conflicting or antagonistic claims, the court will, after inquiry, make an election for them. But no such duty is, by any case we have seen, imposed on the executor, nor is his right to file such a bill eliscussed or adjudged. We have examined the cases of Birmingham v. Kirware, 2 Schoales and Lefoy, 444; Wilson v. Townsend, 2 Vesev Jr. 93; Taylor and wife v. Browne et als., 2 Leigh, 454; 2 Bland, 606; 2 Johnson Ch. R., 448. and the case of Robertson v. Stephens, 1 Ired. Eq., 247. In all these cases the doctrine is laid down and discussed of election by the court for persons under disability, but none of them, as we understand them, discuss the right or duty of the executors to file such a bill, nor hold that he can or ought to do so.
They were cases between claimants under the will seeking to compel election in some of them by a wife,
We have presented the main arguments in favor of the position that the right must be asserted within the time prescribed by the statute, based on public policy. This view is strengthened, we think, if not made conclusive, by the application of a principle so well settled in reference to the statute of limitations in our State as to be almost axiomatic. It is that where the statute makes no exceptions in favor of persons under disability, the courts can make none. In view of this principle all of our general statutes make such exceptions in favor of the rights of infants, femes covert and persons of unsound mind. Judge McKinney thus gives the rule in The State v. Crutcher, 2 Swan, 512: “ It is well settled that a statute of limitations runs against and bars the rights of all persons not expressly mentioned and excepted out of the statute. Persons not expressly excepted cannot be exempted by construction, and therefore infants. and other persons laboring under disabilities are embraced by the general words of a statute, if there be no saving claiise in
It is conceded that the time in which the dissent of the widow shall be signified, is not technically a statute of limitations, so as to be included in the Schedule to the Constitution of 1865, suspending the general statutes of limitation. But the principle of the one statute is precisely the same as in the other. It is a time prescribed by ■ the Legislature in which a right shall be asserted or claimed, and the rule of construction must be the same. The principle on which the rule rests, as to the statute of limitations, is equally applicable to the one statute as the other. It is, that the Legislature have fixed the time in which the right shall be asserted. It is an arbitrary period, not based in the nature of things at all, and might as well be fixed at one period as another, if the Legislature choose.
That persons under disability might leave rights to be barred or cut off by these statutes is well known to the legislative body, and if that body enacts a period in which that thing shall be done, and yet fails
It may be said that the courts have made the exception to the statute in case the widow is fraudulently prevented from making her dissent. This is true, but may be met by the proposition that the well known and universal principle of our law is and was, that an act prevented by fraud was always considered and treated as done by courts of equity, and the same consequences followed as if the act had been done. Therefore the Legislature might well have acted in view of this principle, and its application did not trench upon the other principles equally established in the construction of such statutes.
No such rule, however, is found in our law, as to persons under disability. On the contrary, the rule is the opposite — that is, that such persons are included, unless in terms exempted; therefore it must be assumed that the Legislature acted in view of this rule, and may be held to have so intended, by not expressing the contrary.
We do not perceive the force of the' distinction between the case of a widow of unsound mind, as to her dissent, and the statute of limitations in its operation upon persons under disability, based upon the idea that a suit may be brought at any time and by any person to assert the rights of such parties in a court of law. While this is true, the suit must always be brought by guardian or next friend, and as we have said, we think the same may have been done in this case in a court of equity to assert the right of a
There is also an essential difference between the provisions of a will requiring an election in twelve months as to property given by said will. The effectiveness of such provision or requirement would depend on the legal right of ■ the testator to impose the limitation. The act of the Legislature is authoi'itative and imperative upon all, and is to be the measure of the rights of all.
In view of these considerations we hold, that while in case of a lunatic widow, her right upon principles of equity may well be asserted by a next friend in that court, and the court be invoked to elect for her as to whether she shall take what the will gives her, or against it, yet that in such case no court has a right to disregard the time fixed by the statute in which this must be done — therefore such a proceeding must be instituted within the twelve months prescribed, or else by the language of the statute no such right exists, therefore cannot be enforced in any court — courts of equity being as much bound by the statute as courts of law.