Albert v. Sanford

99 S.W. 1068, 201 Mo. 117, 1906 Mo. LEXIS 388
CourtSupreme Court of Missouri
DecidedDecember 22, 1906
StatusPublished
Cited by4 cases

This text of 99 S.W. 1068 (Albert v. Sanford) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Albert v. Sanford, 99 S.W. 1068, 201 Mo. 117, 1906 Mo. LEXIS 388 (Mo. 1906).

Opinion

VALLIANT, J.

This is a suit in equity to call a trustee to account and to settle the trust estate.

Henry Sanford, father of defendant Linus Sanford and grandfather of the other parties, died testate in November, 1861, leaving an estate which at the time of his death was and for a long while thereafter remained insolvent, but which, under the administration of defendant Linus who jointly with his mother was an executor of his father’s will, finally paid its debts and left a balance over for distribution. At the time of the death of the testator his estate consisted of what in the evidence is called a homestead in Cape Girardeau where he lived, a farm near by, and 2,366 acres of wild land ; he also owned two slaves, some notes calling in the aggregate with Interest for $2,578, and household furniture, etc. What the notes were worth the evidence does not show. _ The appraisement of the estate was lost when the court house was burned during the war, but in 1885 a new appraisement under order of the probate [126]*126court was made of the real estate and it amounted then to $2,385. Debts were proven and allowed by the probate court against the estate to- the amount of $6-,139'.16.

In 1863 or 1864 the creditors were pressing for payment and there being then no- available- personal property, by order of the probate court, the land was put up at auction and sold, was bought in by a member of the family for $800 and reconveyed to the trustees hereinafter mentioned. Defendant Linus from time to time borrowed money to- pay on the debts, holding the estate together, and so affairs went on until 1880, by which time he had paid all the debts against the- estate, and in 1882 made a final settlement as executor in the probate court, in which settlement it was shown that there was a balance in his hands due the estate of $140.29", and real estate of the appraised value of $2,385-.

In 1890 a railroad was built near the land which .so enhanced its value that Linus subdivided and sold it for sums aggregating $8,978, which sums he received; this suit is to-require him to account as trustee for that sum plus the $140.29- balance due on his final settlement in the probate court.

The- foregoing is a very brief description of the character of the estate which is the subject of this suit; the rights of the parties in regard to it grow out of the will of the testator, Henry Sanford, under which they all claim and chiefly under the main clause in his wilj. which we will presently copy.

The testator left surviving him, his widow Mary Sanford, his two sons, Linus, the defendant, and Pearl, and his two daughters, Rowena Hunt and Teresa Albert. Of these, Linus is the only one now living. The son P'earl died in Australia in 186-2, leaving a widow and three children whose whereabouts are unknown and they are made parties defendant as the unknown heirs of Pearl Sanford, deceased; Rowena Hunt died in October, 18-64, leaving two children who are plaintiffs in this [127]*127suit; Teresa Albert died in 1893, leaving six children who are also plaintiffs herein. Mary Sanford, the widow of the testator, died in 1885>. Linus Sanford is called to account herein as the sole surviving trustee under the will, and his adversaries are the children and heirs of his deceased sisters.

The trial resulted in a decree for the plaintiffs in which Linus (whom we will hereinafter call the defendant because he is the only real defendant) is charged with the $140.29 balance due on his final settlement as executor with interest at -six per- cent per annum from August, 1885, and $8,978, the aggregate proceeds of sales of the land since that settlement, and interest at same rate on the proceeds of each sale from the date thereof, making in all $14,098.20'; giving him a credit for certain expenditures, and refusing to give him credit for certain other expenditures for which he asked credit, and rendering judgment against him for a balance so struck of $8,303.04, to be distributed among the plaintiffs and the heirs of Pearl Sanford as in the decree specified. Prom that decree the defendant has appealed and assigns for error, first, that it was error to have held him to account at the suit of these plaintiffs at all; second, that the court erred in the account by not giving him credit for certain items claimed by him and in charging him interest.

I. Whether the plaintiffs have such an interest in the estate as entitles them to maintain this suit depends on what the will means. There is one point on which counsel on both sides agree, that is, that in determining the rights of the parties under the will we must be controlled by what we find to have been the real intent of the testator, and that intent is to be discovered from the whole instrument, viewing the subject from the standpoint of the testator, that is, considering the condition of his estate, his family and the circumstances or conditions which surrounded him at the time he' made the will.

[128]*128The will hears date October 28, 1861; the State was then in the throes of the great civil war, the testator’s, estate was large in area, though then undeveloped, unproductive, of small present value, debts amounting to more than $6,000 hanging over it, the family the testator was leaving being his wife the mother of his children, one son the defendant Linus then about 22 years old present to take charge of the-estate, the other son absent, two daughters, one a widow with four children dependent on him, the other a married woman living with her husband. How to hold the estate together until the debts could be paid and at the same time furnish the necessaries of life to the dependent family would be a difficult problem at any time, but in war times more difficult, yet that was the problem the father left to his son and widow to work out, and he gave it to them in these words: ‘ ‘ After my just debts are paid and the special bequests hereinafter named are' discharged, I will, bequeath and devise all of my property of whatsoever nature, whether real, personal or mixed, to Mary Sanford my wife, and Linus Sanford, my son, who are also hereinafter appointed executors ; and in case of the death of either of them, to the survivor, in trust for themselves, as heirs of mine, and the other three heirs namely, my son, Pearl, my daughters, Roena Hunt and Teresa Albert, giving them, the said Mary Sanford and Linus Sanford or survivor, full power and authority to make distribution of my property among- my heirs, as to them may appear best, and to1 distribute to those of my said heirs who are the most in want, in the same manner as I could do, were I living. I will that my executors, or the survivor of them, and I do hereby authorize them, to sell and convey at public, or private sale on such terms as they may deem suitable, all my personal or real estate, for the payment of debts or distribution, and in the case of such the sale of real estate, to make and execute deed or [129]*129deeds of conveyance as fully as I could do, were I living.”

Respondents construe that clause to mean that the widow and heirs named were given a vested equitable estate, with the legal title in the trustees named with the power to have made unequal distribution if they had seen fit to do so, but that as that power was not exercised until all the children of the testator named in the will, except Linus, had died it. could not thereafter have been exercised and cannot be now.

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Cite This Page — Counsel Stack

Bluebook (online)
99 S.W. 1068, 201 Mo. 117, 1906 Mo. LEXIS 388, Counsel Stack Legal Research, https://law.counselstack.com/opinion/albert-v-sanford-mo-1906.