Barrett v. Turner

229 So. 2d 563, 1969 Miss. LEXIS 1249
CourtMississippi Supreme Court
DecidedNovember 10, 1969
DocketNo. 45487
StatusPublished
Cited by3 cases

This text of 229 So. 2d 563 (Barrett v. Turner) is published on Counsel Stack Legal Research, covering Mississippi Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Barrett v. Turner, 229 So. 2d 563, 1969 Miss. LEXIS 1249 (Mich. 1969).

Opinion

RODGERS, Justice:

This is a suit begun in the Chancery Court of Humphreys County, Mississippi, to terminate a partnership of the heirs at law of O. J. Turner, deceased, in estate property.

The amended bill alleges that the defendant members of the partnership acted in a fiduciary capacity for their younger brother, Joe Ware Turner, the husband of Mrs. Maurine L. Barrett and the father of the other complainants. The bill alleges that the defendants did not deal fairly with the deceased, Joe Ware Turner. It alleges that the partners took funds out of the family business with which to purchase certain real estate in the names of three older brothers, at a time when Irby Turner was manager of the estate of his deceased father, O. J. Turner, and representative of his mother who was acting as guardian of the estate and person of his minor brother, Joe Ware Turner.

[565]*565The complainants allege that at the time of the death of O. J. Turner he owed: Pluck Plantation and Graeber Plantation, a gin and his home; that out of the resources of the estate of O. J. Turner the three older brothers purchased Hardwood, Plantation, Belgrade Plantation, Daybreak Plantation and certain other farm lands described in the amended bill as being deeded to the wives of the older brothers. A drug store and shares in Belzoni Investment Company were also included in the original bill of complaint but the claims as to these properties were later withdrawn.

The defendants filed their answer and special pleas in which they admitted that complainants were entitled to a dissolution of the partnership and cotenants in the estate of their father and stated that an accounting had been furnished all the partners. The answer denied fraud and denied that any of the properties described as having been acquired by the older members of the partnership, after the death of O. J. Turner, had been acquired through funds or the credit of the O. J.' Turner Estate Partnership. They also filed an affirmative defense in which they stated that (1) neither Joe Ware Turner nor Mrs. A. S. Turner, their mother claimed any interest in the properties acquired after the death of O. J. Turner from the three older brothers, and that they contributed no funds to the purchase of. the after-acquired property. (2) It alleged that the action is barred by. Section 264, Mississippi Code 1942 Annotated (1956). (3)Tt alleged that the claim filed in the instant proceeding is a collateral attack upon the final decree dated December 16, 1962, and since the action was not instituted within two years from that date, the action is barred by Sections 646 and 1272, Mississippi Code 1942 Annotated (1956). (4) It alleged that the instant action is an attempt to recover an open account more than three years after the alleged occurrence and verbal contract. (5) It alleged that the instant action is an attempt to recover land after ten years and is barred by Sections 709, 710, 746, Mississippi Code 1942 Annotated (1956). (6) It is said that the claim was not brought within two years after the death of Joe Ware Turner and is barred by Section 728, Mississippi Code 1942 Annotated (1956). (7) And, it is said, the action is barred by laches and estoppel.

The chancellor held that the evidence introduced failed to prove fraud or concealed fraud on the part of the defendants in the acquisition of the land purchased after the death of O. J. Turner, Sr. (June 22, 1930). The court also held that Joe Ware Turner knew, or could have known by reasonable diligence, the facts with reference to the purchase of the land acquired by his brothers after the death of his father. The chancellor also held, as a fact, that the O. J. Turner Estate Partnership owned an undivided interest in Pluck Plantation, Graeber Plantation and the former home of O. J. Turner, Sr., deceased, but that the complainants owned no interest in the other land acquired by the defendants after the death of O. J. Turner.

The chancellor found as a matter of fact that Joe Ware Turner became twenty-one (21) years of age on November 1, 1945, and that on December 16, 1952, a final decree was entered in the chancery court in the matter of the estate of O. J. Turner, deceased, in which it was adjudicated that the heirs of O. J. Turner had received their full share of the estate of O. J. Turner, so that the Administratrix was discharged. The chancellor also held that the decree entered on December 16 was a final decree in the guardianship of Joe Ware Turner and held that the instant suit was a collateral attack upon this decree and is barred by Section 646, Mississippi Code 1942 Annotated (1956). The court found that there was no proof of any fraud in connection with the sale of thirty (30) shares of capital stock of Belzoni Investment Company. Thereupon the chancery court authorized the dissolution of the O. J. Turner Estate Partnership, and directed that an accounting be struck, but [566]*566that by stipulation of counsel the accounts exhibited constitute a complete and final account. The court then held that the liquid assets of the partnership amounted to the sum of $245,729.05 and that this should be distributed among the partners; that complainants should receive the total sum of $45,145.81. It was further decided that the complainants owned an undivided one-fifth interest in Pluck Plantation, Graeber Plantation, and the former home of O. J. Turner, Sr., and that complainants are tenants in common with Mrs. A. S. Turner, O. J. Turner, Jr., Irby Turner and Thomas N. Turner, with respect to the foregoing property. The chancery court cancelled all claims of the complainants to the property acquired by the defendants after the death of O. J. Turner, deceased.

In the outset we agree with the finding of the chancellor as to the failure of the complainants to show fraud. Assuming that the complainants did show that part of the purchase price of the after-acquired plantations came from funds belonging to the estate of O. J. Turner, this fact alone does not show fraud. This is true particularly when it develops that the estate owed the individual partners the sums withdrawn by them with which to purchase the after-acquired property. If the partners, or one of them, were at one time or another acting in a position of fiduciary relationship to Joe Ware Turner, that fact alone is insufficient to establish a claim of the estate of Joe Ware Turner to an interest in lands purchased by his brothers after the death of their father. The proof must have shown that his money or property in which he had an interest was used by the brothers with which to purchase property in their names in order to establish a prima facie resulting trust in favor of Joe Ware Turner. Moreover, the mere fact that some of the purchase price for lands purchased by the Turner brothers came from the e.state of their father is insufficient to show that Joe Ware Turner had an interest in the funds withdrawn, since the account books also reveal that a like amount withdrawn was also charged against the account of one of the adult brothers, and not against any funds in which Joe Ware Turner had an interest. 89 C.J.S. Trusts § 132-132(b)-133, page 1000 (1955).

The evidence introduced by the claimants in the trial court was not sufficiently clear and convincing to establish fraud or concealed fraud.

The general rule with reference to proof necessary to establish fraud has been admirably stated by Griffith in his Mississippi Chancery Practice, Section 589 (1925), as follows:

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Bluebook (online)
229 So. 2d 563, 1969 Miss. LEXIS 1249, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barrett-v-turner-miss-1969.