Barry v. Barry

21 So. 2d 922, 198 Miss. 677, 161 A.L.R. 864, 1945 Miss. LEXIS 239
CourtMississippi Supreme Court
DecidedApril 23, 1945
DocketNo. 35829.
StatusPublished
Cited by4 cases

This text of 21 So. 2d 922 (Barry v. Barry) 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
Barry v. Barry, 21 So. 2d 922, 198 Miss. 677, 161 A.L.R. 864, 1945 Miss. LEXIS 239 (Mich. 1945).

Opinions

*711 Alexander, J.,

delivered the opinion of the court.

W. S. Barry died May 11,1933, leaving a will in which his son, W. S. Barry, Jr., and his daughter, Mrs. Caralisa Barry (Pollard) were named joint executors and trustees. The litigation now before us originated in a petition filed by Mrs. Pollard with her final account, in which she alleged that her co-executor had without authority diverted certain sums from the estate and prayed citation and decree for. repayment. These sums included $11,183.33 as alleged salary, $11,109.59 as alleged bonus, $924.31 as a cash discrepancy and $3,000 as rental of property of the estate. The original petition by amendment making all the heirs parties attained the status of a bill in chancery, and by the cumulative processes of pleading resulting in defenses and counterclaims through amendéd bills and cross-bills, the following issues emerged. Complainants ’ ultimate demand included the items referred to, plus an increase of the salary-demand to $11,233.33, and an additional item of $4,261.02 represented by the overdraft of one Price, bookkeeper employed by W. S. Barry, Jr. The latter in his answers, although not denying the correctness of the amounts withdrawn as salary and bonus, contested any liability for their refund. He denies receipt of any of the amounts represented by certain cash tickets, some of which bore his name, and any liability for rent of the property of the estate used by him in his *712 own business and that'of the estate during its management. By way of justification for the withdrawals as salary and bonus, he pleads an agreement thereunto with the other heirs.

In his cross-bills, as amended, the defendant prayed for confirmation of his title to the Wilson Deadening, a 453-acre tract in the heart of the plantation lands of the estate. Further demand was made to cancel a partition of the estate lands by convention of all the heirs since it was made in ignorance of defendant’s part ownership of the Wilson tract, and its inclusion in his allotment resulted in an inequitable award. Complainants’ answer thereto is that the said tract had been conveyed by de-fendant to W. S. Barry, Sr., prior to the latter’s death, and this contention is in return rebutted by defendant’s assertion that the latter deed was procured without consideration and by fraud, and its cancellation is prayed, together with mesne rentals. Elaboration of the several issues will be undertaken as each is discussed.

Appellant’s Liability for Refund of Amounts Withdrawn as Salary and Bonus. For some time prior to the death of the testator, W. S. Barry, Jr., had been engaged in the insurance business in the City of Greenwood. In 1924, he was induced by his father to assist in a clerical capacity at the plantation near Shellmound in the same county. To this request the son acceded, though not without misgivings or inconvenience and some expense by way of supplemental help in the continued conduct of his own business. Two years later, he was by his father employed as general manager of the plantation at a salary of $150 per month, together with a bonus of one-sixth of the profits of the operation. Such arrangement continued to the time of the death of the testator. The lands involved approximately 6,000' acres, of which about 4,260 were in cultivation.

In examining appellant’s contention that he was authorized, by continuing to manage the plantation, to *713 credit himself with sums commensurate with his contract with his father, we must disclose pertinent parts of the will. After having constituted W. S. Barry, Jr., and Caralisa Barry as trustees for certain legatees, and having made certain devises, Item 3 bequeathed to Caralisa Barry (Pollard) the sum of ten thousand dollars “as compensation to her for her services in attending to the legal work of my estate and in carrying out the provisions of this will . . . ” Item 4 is as follows: “It is my will and I do hereby give, devise and bequeath unto my said son, W. S. Barry, Jr., the sum of Six Thousand Dollars to be paid to him at the rate of One Hundred' Dollars per month for five years from the time of my death to compensate him for his services in attending to the general business interests of my estate and in carrying out the provisions of this will.”

Item 5 is as follows: “. . . it is my will that the said W S Barry, Jr., and Caralisa Barry, when acting as trustees and when acting as executors, shall ‘for the benefit of my estate and the benefit of the trusts herein created, have full and complete power, jointly to sell, incumber, assign, hypothecate, mortgage, manage, invest, reinvest, or transfer any part of my estate and to extend the time of payment of my indebtedness due my estate and to handle generally my business interests for the period of five years from the date of my death.”

It was also provided that the estate be kept intact for five years after testator’s death unless the joint judgment of the trustees directed otherwise. Appellant and Caralisa Barry (Pollard) were named joint executors without bond.

The testator died May 11, 1933. Thereupon, appellant undertook the management of the estate including the plantation. He credited himself with salary at the rate of $150 per month through July, 1936, and thereafter at $250. He also withheld as bonus payments from profits the sum above mentioned.

*714 Appellant interposes as a defense to the demand for refund of these amounts an alleged agreement with the other heirs (of whom he was of course one) that he should “stay on the place and manage it on the same basis.” This was corroborated by appellant’s wife. At the time of the alleged oral agreement, one of the heirs was a minor. The other heirs denied any such agreement or any knowledge that W. S. Barry, Jr., was crediting his account with the monthly salary and bonus. We need not here add more than that the existence of this agreement was a factual issue. We are not justified in reversing the chancellor’s finding that the agreement was not established.

It is, however, insisted by appellant that, having performed the services for which he paid himself, he is at least entitled to a reasonable compensation. Evidence was adduced to show that the amounts retained were commensurate with the responsibility involved. Firom this point, which could hardly be contested, -ye must turn our attention to the issue of legal liability of the estate to a trustee who assumes to manage its business affairs. We find no warrant to widen this issue by injecting any principles of waiver or estoppel. And since our first inquiry is whether the trustee may recover in any event, we need not consider the matters of personal inconvenience and business efforts involved, nor their value.

Counsel have diligently debated the contention whether the services rendered by W. S. Barry as executor-trustee were provided for and required by the provisions of Item 4 of the will. Appellees contend that it contemplates full compensation, not only for “his services in attending to the general business of the estate, ’ ’ but also for ‘ ‘ carrying out the provisions of this will, ’ ’ one of which was ‘£ to . . . manage . . .

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Cite This Page — Counsel Stack

Bluebook (online)
21 So. 2d 922, 198 Miss. 677, 161 A.L.R. 864, 1945 Miss. LEXIS 239, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barry-v-barry-miss-1945.