Allen v. Pugh

89 So. 470, 206 Ala. 10, 1921 Ala. LEXIS 76
CourtSupreme Court of Alabama
DecidedFebruary 10, 1921
Docket2 Div. 722.
StatusPublished
Cited by34 cases

This text of 89 So. 470 (Allen v. Pugh) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Allen v. Pugh, 89 So. 470, 206 Ala. 10, 1921 Ala. LEXIS 76 (Ala. 1921).

Opinion

SOMERVILLE, J.

This proceeding is by bill in chancery under section 6207 of the Code to contest the probated will of L. R. Noble. The administrator of the testator, one Hollis, and the several beneficiaries under the alleged will, are the parties respondent.

The respondents make the point that the complaining contestant, Earl E. Pugh, is not a person qualified by the statute to prosecute this contest.

The undisputed facts pertinent to this question are as follows: The testator died in 1911, leaving as surviving next of kin two nephews, Gross Scruggs and Meredith Pugh. In November, 1912, Robert Allen, one of the beneficiaries named in the alleged will, filed his petition for its probate in the probate court of Choctaw county, due notice of which was given by citation to the said nephews, Scruggs and Pugh. Scruggs duly filed a contest of the validity of the will thus propounded, in which Pugh did not join. Pending the contest Scruggs died, and the cause was then revived gnd prosecuted by and in the name of his son, Joe Scruggs. On final hearing the probate 'court found against the validity of the will, and denied the petition for its probate and establishment. On petitioner’s appeal to the Supreme Court, submitted in February, 1914, this court, on November 7, 1914. reversed the decree of the probate court, and rendered a decree, based on the evidence, directing that court to receive for probate the instrument propounded, and to probate it as the will of L. R. Noble. Pursuant to said decree of this court the said probate court entered an order admitting the will to probate on, to wit, January 11, 1915.

While the appeal was pending in the Supreme Court, viz. after its submission and before its decision, Meredith Pugh died, leaving surviving him Earl E. Pugh, his son and legal heir.

[1, 2] Section 6196 of the Code provides that—

“A will, before the probate thereof, may be contested by any person interested therein, or by any person who, if the testator had died intestate would have been an heir or distributee' of his estate. * * * ”

The settled construction of the phrase “any person interested therein” is that it embraces any person who has an interest in the estate disposed of, which would be conserved by defeating the probate of the will, or jeopardized or impaired by its establishment. Montgomery v. Foster, 91 Ala. 613, 8 South. 349; Elmore v. Stevens, 174 Ala. 228, 57 South. 457; Stephens v. Richardson, 189 Ala. 360, 66 South. 497. As stated in the later case of Braasch v. Worthington, 191 Ala. 210, 213, 67 South. 1003, 1004 (Ann. Cas. 1917C, 903):

“A contestant of a will must have some direct legal or equitable interest in the decedent’s estate, in privity with him, whether as heir, purchaser, or beneficiary under another will,' which would be destroyed or injuriously affected by the establishment of the contested will.”

Meredith Pugh, the father of this complaining contestant, since he was an heir at law of the testator, and would have been a distributee of his estate in case of intestacy, was unquestionably a competent contestant of the will in the probate court. Though he was notified of the filing of the petition for probate, by citation as required by the statute (Code, § 6193), he did not appear and join in the contest, and was not a party to that proceeding either in the probate court or on appeal. Breeding v. Grantland, 135 Ala. 497, 33 South. 544; Blakey v. Blakey, 33 Ala. 611. The probate of a will is defined to he;

“The proof before an officer authorized by law that the instrument offered to be proved or recorded is the last will and, testament of the deceased person whose testamentary act it is alleged to be.” 2 Bouv. Law Dict. 378.

[3, 4] And in providing for the contest of a will before the probate thereof, we think it is clear that the statute requires the filing of the contest before the examination of the witnesses whose testimony would establish the will, the word “probated” being referable to the proving of the will on the day set therefor, rather than to the mere indorsement of the certificate of probate on the will as evidence of the fact of probate. And where one person has filed a contest, others so entitled must become contestants, if at all, by making themselves parties to the contest pending, since the issue is in rem, and must be single and complete as to all the parties. Rainey v. Ridgway, 148 Ala. 524, 41 South. 632. So, on appeal, persons who were not parties to the proceeding in probate are not concerned (Blakey v. Blakey, 33 Ala. 611), and an appeal cannot be prosecuted by any person in interest who was not a party to the record. Clemens v. Patterson, 38 Ala. 721.

[5] It necessarily results that, after the original decree of the probate court, sustain *12 ing the contest and denj'ing the probate of the will, Meredith Pugh was no longer eligible as a contestant in the probate court; and, a fortiori, he was not so eligible after the cause was appealed to and submitted for judgment in the Supreme Court. The appellate proceeding was but a continuation of the original, on the same evidence, leading to a judgment on the merits of the contest. That judgment was conclusive of the issue, and, under the mandate of the court, nothing remained for the probate court to do except to enter a formal certificate of probate, a purely ministerial duty. Leeper v. Taylor, 47 Ala. 221; Puryear v. Beard, 14 Ala. 121, 128. As held in Johnson v. Glasscock, 2 Ala. 519, the issue was not open to further contestation, and the cause could not be remanded to let in additional evidence.

[6] We conclude then that when Meredith Pugh died, i. e., after the submission of the appeal in the Supreme Court, his right to contest the will in the- probate court had been effectually lost by its nonassertion, and thereafter he could, if living, have .contested only in the chancery court under the provisions of section 6207 of the Code.

The final concrete question therefore is, Did Meredith Pugh’s right to contest the will in chancery pass by descent cast to his son and heir, Earl E. Pugh, the sole complaining contestant in this cause?

[7] It is fully settled by our decisions that any person who has acquired an interest in the estate by purchase or descent from an heir or distributee — and, it would seem, from a devisee or legatee — which would be injuriously affected by the establishment of the will, may contest it in the probate court, if such interest was acquired prior to the probate of the will. Rainey v. Ridgway, 148 Ala. 524, 41 South. 632; Henry v. Wert, 42 South. 405; 1 Elmore v. Stevens, 174 Ala. 228, 57 South. 457; Stephens v. Richardson, 189 Ala. 360, 66 South. 497.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Daniel v. Moye
224 So. 3d 115 (Supreme Court of Alabama, 2016)
Hughes v. Branton
141 So. 3d 1021 (Supreme Court of Alabama, 2013)
Stevens v. Gary
565 So. 2d 73 (Supreme Court of Alabama, 1990)
Steele v. Sullivan
484 So. 2d 422 (Supreme Court of Alabama, 1986)
Hollis v. Wallace
481 So. 2d 875 (Supreme Court of Alabama, 1985)
Cagle v. Reeves
353 So. 2d 787 (Supreme Court of Alabama, 1977)
Pruitt v. Pruitt
343 So. 2d 495 (Supreme Court of Alabama, 1976)
Yingling v. Smith
255 A.2d 64 (Court of Appeals of Maryland, 1969)
Silvey v. United States
265 F. Supp. 235 (N.D. Alabama, 1966)
Carter v. Davis
154 So. 2d 9 (Supreme Court of Alabama, 1963)
Whatley v. Hamilton
124 So. 2d 436 (Supreme Court of Alabama, 1960)
Gamble v. Cloud
82 So. 2d 526 (Supreme Court of Alabama, 1955)
Ex Parte Dozier
77 So. 2d 903 (Supreme Court of Alabama, 1953)
Kelley v. Sutliff
59 So. 2d 65 (Supreme Court of Alabama, 1952)
In Re Milner's Estate
36 N.W.2d 914 (Michigan Supreme Court, 1949)
Salvation Army v. Daldin
324 Mich. 269 (Michigan Supreme Court, 1949)
Bradford v. Fletcher
28 So. 2d 313 (Supreme Court of Alabama, 1946)
Knouse v. Hancken
168 P.2d 773 (California Court of Appeal, 1946)
Franklin v. Bogue
17 So. 2d 405 (Supreme Court of Alabama, 1944)
Hall v. Proctor
194 So. 675 (Supreme Court of Alabama, 1940)

Cite This Page — Counsel Stack

Bluebook (online)
89 So. 470, 206 Ala. 10, 1921 Ala. LEXIS 76, Counsel Stack Legal Research, https://law.counselstack.com/opinion/allen-v-pugh-ala-1921.