Bird v. Stout

20 S.E. 852, 40 W. Va. 43, 1894 W. Va. LEXIS 13
CourtWest Virginia Supreme Court
DecidedDecember 8, 1894
StatusPublished
Cited by27 cases

This text of 20 S.E. 852 (Bird v. Stout) is published on Counsel Stack Legal Research, covering West Virginia Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bird v. Stout, 20 S.E. 852, 40 W. Va. 43, 1894 W. Va. LEXIS 13 (W. Va. 1894).

Opinion

BRANNON, PRESIDENT:

Appeal taken by 'Noah Stout from a decree of the Circuit Court of Harrison county recpiiring him to pay certain money.

The first error assigned is that the court erred in overruling the defendant’s demurrer to- the original and amended bills.

Wesley M. Bird filed a bill in equity against Noah W. Stout as sole defendant, alleging that Bird had conveyed to Stout land at the price of three thousand, five hundred and five dollars and ninety five cents, of which three thousand dollars had been paid, and the balance was to have been paid afterwards, the deed’retaining a lien for the deferred payment; that part of the land once belonged to James H. Bird, who by will devised it to said Wesley M. Bird and •others, and directed said plaintiff, Wesley M. Bird, as his executor, to pay each of three infant children of his sister, Caroline S. Stewart, one hundred dollars on their severally reaching the age of twenty one years; that, as plaintiff apprehended that these legacies might be chargeable on the land, he proposed to pay them out of the money Stout was to pay him as the deferred payment for the land, the children not yet having reached twenty one years of age; that the three thousand dollars recited in the deed as paid had not in fact been paid when the deed was made to Stout, and Stout did not then pay it to plaintiff, but paid debts of plaintiff to .sundry creditors; that in order to ascertain the present value of the legacies of the children at the date of the conveyance, .a calculation was made, and Stout gave plaintiff his note for four hundred and fifty eight dollars and ninety five cents which was intended, with the debts to be paid by Stout, to leave enough of the purchase-money in the hands of Stout to pay the legacies as they would fall due; that Stout had in fact paid only three thousand two hundred and seventy seven dollars and ninety four cents of the price of the land, and still owed plaintiff the residue of the purchase-money, being two hundred and twenty eight dollars and one cent, with interest from October 1, 1879; that the children enti-[45]*45tied to said legacies were born on certain dates, showing one of them then of age, and Stout bad never paid plaintiff or any one else the money so reserved for said children out of said purchase-money, and Stout pretended that as no provision was made in the deed for the legacies or sums to be-paid the children, and he had paid said note of four hundred and fifty eight dollars and ninety five cents, he had paid for the land in full, and owed nothing more on it.

Let us say that the demurrer to this bill was improperly overruled, as the legatees were necessary, but absent parties. That defect was cured by an amended bill which brought them before the court. This amended bill repeated the allegations of the original substantially, alleging that the sum left in Stout’s hands was there left for the reason that the legacies it was set apart to pay were a charge on the land under the will of James EL Bird, and was a trust fund for the-payment of the legacies; that without regard to any lien on. the land Stout should be compelled to account for the fund, as trustee for the legatees.

The original bill prayed that the two' hundred and twenty eight dollars and one cent be decreed to be paid to plaintiff,, while the amended bill prayed that one third of the fund be-paid to each of the legatees, and that the land be subjected to its payment.

A specification of grounds of demurrer filed to both bills • claims that the original bill shows no equity. We have no brief on behalf of appellant Stout to support this contention. Is it intended to say that equity has no jurisdiction? This question occurred to me as one of doubt on first impression, but my. doubt has drifted away on further reflection.

I do not think equity jurisdiction can be based on the theory of a lien reserved in the deed, for the deed admits a down payment of three thousand dollars, and retains a lien for the balance of the purchase-money, and the note given for that balance is stated in the original bill to have been paid.

It may be said that the aim of the amended bill to sustain juris°diction in equity on the idea of a trust, and that this is-a suit to make the trustee account, is untenable. I doubt [46]*46not but that by common-law tbe children entitled to the money left in Stout’s bands could maintain an action of law for money bad and received to their use, and under section 2, chapter 71, Code. See Miller v. Lake, 24 W. Va. 545. I have not deemed it necessary to decide whether Bird could maintain assumpsit for breach of undertaking to pay the legacies or money had and received, as I think equity jurisdiction can be clearly supported on other definite grounds, namely, that a charge rests on the land under James H. Bird’s will, and that the plaintiff may file a bill on the principle of quia timet to compel Stout to pay the legacies to his exoneration.

The will of James H. Bird did create a charge on the land for these legacies. It first gave- several other pecuniary legacies, and then the fourth and last clause is as follows: “I give to the children of my sister, Caroline S. Stewart, three hundred dollars, when they are of age, to be equally divided ' between them. The residue of my estate, real and personal, I wish equally divided between my brother, Wesley M. Bird and my three sisters Emily S. Bird, Sarah I. Patton and Bebecca A. Bird.” Wesley M. Bird is appointed executor. There is a charge on the realty for three hundred dollars. The testator intended it should be paid at all events, as he declares he prefers the legacies over the gifts to Wesley M. Bird and his sisters by saying he gives them what they are to get only after payment of legacies. The use of the word “residue” plainly tells that the brother and sisters are to get only a remnant. And the fact that he does not, in the residuary clause, separate the personal and real estate, but.blends them together, and gives his. brother and three sisters the residue of both, shows that he had his mind on both as a fund to answer for the legacies. And besides the personalty is inadequate — a good reason why he should invoke both to discharge the legacies. And the fact that Wesley M. Bird is executor and a devisee also is important. The case of Dowman v. Rust, 6 Rand. (Va.) 587, is exactly in point. It holds that if the personalty be inadequate, or there be expressions in the will tending to show that the testator had the land in mind, a court will make legacies a chargé on land, rather than they shall go unpaid. In that case, a tes[47]*47-tator, wliose personalty was inadequate to pay legacies, Raving one brother, who would have been distributee; gave pecuniary legacies to two friends, and devised all the rest of her estate, real and personal, to that brother, and appointed him executor, and it was held that there was a ■charge on the realty for the pecuniary legacies. So, also, Thomas v. Rector, 23 W. Va. 26, sustains this holding by authorities cited in its opinion, and in its syllabus, which is that “where it is manifest from the whole will that it was the design of the testator that the legacies should be paid at .all events, the implication is-that the residuary devisee or legatee shall only have- the remainder after satisfaction of the previous dispositions.” See 2 Lomax Ex’rs, side p. 86.

Thus the land is charged, and Stout took it with the burden of'that charge.

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20 S.E. 852, 40 W. Va. 43, 1894 W. Va. LEXIS 13, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bird-v-stout-wva-1894.