Bowden v. Teague

159 So. 2d 844, 276 Ala. 142, 1963 Ala. LEXIS 448
CourtSupreme Court of Alabama
DecidedSeptember 26, 1963
Docket1 Div. 874
StatusPublished
Cited by2 cases

This text of 159 So. 2d 844 (Bowden v. Teague) 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
Bowden v. Teague, 159 So. 2d 844, 276 Ala. 142, 1963 Ala. LEXIS 448 (Ala. 1963).

Opinion

GOODWYN, Justice.

Appeal by respondents .(cross-complainants) from a final decree of the equity court granting complainants (cross-réspondents) an undivided interest in land claimed by respondents, and ordering that such land be sold for division of the proceeds among the parties.

The facts and theories relied on by the parties, including complex initial pleadings with numerous amendments, are the ingredients of a confusing and frustrating melange of double-edged legalistic obstacles. ' It has taken us no little while to get extricated from this complicated mixture.

Our conclusion is that the appeal can' and properly should be resolved by considering only one facet of the case, that: is,"whether an agreement (assuming its .exe'cution);'relied on by appellees, created: a! trust in the land in appellees’ favor, as held by-the trial court. We hold that a trust.tyas. not.created, thereby making' it unnecessary to: discuss any of the other questions; argued. (There is no dispute that, unless the agreement created a trust in favor .of appellees,, they have no interest in the land.

The agreement is set out’ in full in Bowden v. Teague, 266 Ala. 30, 32-33, 93 So.2d 408, where a decree overruling appellants’ demurrer to appellees’, bill was reversed.

Essentially, the facts are these: The land was deeded in 1867 by Martha English to Sarah Dean Bowden, the wife of Lemuel Bowden: Sarah and Lemuel had no children by their marriage but Lemuel had several by a prior marriage. On June 8, 1887, Sarah and Lemuel deeded the land to W. S. Bowden, one of Lemuel’s children, with the reservation of a life estate to Sarah. (Although having no significant bearing on the question presented, we note, as background information, that this deed was not recorded until April 5, 1950, after the filing of the present suit on September 30, 1949; [144]*144that on November 24, 1909, W. S. Bowden conveyed the land to Lizzie Bowden, his wife, and that this deed was not recorded until April 5, 1950; and that these conveyances apparently were not made known to Lemuel’s other heirs until after the suit was filed, except by the following provision in Lemuel’s will, dated June 8, 1887, and admitted to probate on July 8, 1889, viz.: “To my son, W. S. Bowden, I have given the land to which he has a deed of gift as his portion of all the property I possess, the said deed being of even date with this indenture, and the same to be his property and to have control of the-after my death of my beloved wife, Sarah Bowden, the same being set apart for her support during her natural life.”)

Sarah Dean Bowden died in 1909. At that time, W. S. and Lizzie Bowden were in possession of the property.

After Sarah’s death, W. S. and Lizzie Bowden, Casinda Lambert, a sister of W. S. Bowden, and three of his nephews, E. A., D. R. and R. C. Wiggins, discussed the status of the title to the property. Apparently, there was concern that Sarah’s heirs might make claim to the property. On March 12, 1910, these parties entered into the “agreement”, on which appellees rely.

After execution of the agreement, W. S. Bowden, together with his wife, Lizzie, continued in possession of the property until his death in 1929. Thereafter, Lizzie, who died in 1938, and his children continued in possession.

■ In 1940, some of the appellees discussed with the heirs of W. S. Bowden the question of dividing the land among Lemuel Bow-den’s heirs. The heirs of W. S. Bowden refused to make any division, claiming they were the sole owners of the land. This suit was initiated some nine years later.

The position taken by appellees, in short, is that an express trust was created by the agreement of March 12, 1910, in their favor (standing in place of their ancestors who were parties to the agreement) ; that title to the land was acquired by the adverse possession of W. S, and. Lizzie Bowden, pursuant to the agreement, for the benefit of and in trust for all parties to the agreement; and that appellees (standing in place of their ancestors who were parties to the agreement), by virtue of the agreement coupled with W. S. and Lizzie Bowden’s acquisition of title by adverse possession, have acquired a perfect equity in the land.

We do not understand appellees to insist that their claimed interest in the land is derived from the deeds held by W. S. and Lizzie Bowden; nor that some monetary or other valuable consideration actually passed at the time the “agreement” was executed; nor that appellants or their ancestors ratified or confirmed the “agreement” or in any way created a trust in the land in favor of appellees or their ancestors, after title to the land was acquired by adverse possession.

Appellees contend that a sufficient consideration was given by their ancestors to support the “agreement” because they had a bona fide claim to the land based on a colorable right, and the settlement of such claim by entering into the “agreement” was sufficient consideration to support it. We cannot subscribe to this for the reason (aside from any other) that appellees’ ancestors had no bona fide claim to the land based on a colorable right. The title to the land (assuming the non-existence of the deed from Sarah and Lemuel Bowden to W. S. Bowden) was in Sarah Bowden at the time of her death in 1909 and in her heirs when the “agreement” was entered into in 1910. Thus, only Sarah’s heirs had any interest in or claim to the land when the “agreement” was executed

Whether disposition of the appeal could be made on the basis that appellees (complainants below) came into court with unclean hands or that enforcement of the “agreement” would be against public policy, there is no need to decide.

One who has a bare expectancy or hope of acquiring property in the future, with no present interest therein, cannot create a present trust in such property. [145]*1451 Restatement of Trusts 2d, §§ 74-86, pp. 191-210; 1 Scott on Trusts, § 86, pp. 648-649; 1 Bogert, Trusts and Trustees, § 112, pp. 507-512; 54 Am.Jur., Trusts, § 32, p. 44.

The principle is stated in 1 Restatement of Trusts 2d, § 86, as follows:

“§ 86. Expectancies
“An expectation or hope of receiving property in the future cannot be held in trust.
“Comment:
‡ ‡ ‡ * ^
"c. Where property is subsequently acquired. If a person promises to declare himself trustee of property which he hopes to acquire in the future or to transfer such property to another in trust, or if he purports to declare himself presently trustee of such property or to transfer such property to another in trust, no trust arises even when he acquires the property in the absence of a manifestation of intention at that time. * * * ”

From 1 Scott on Trusts, § 86, is the following:

“§ 86. After-acquired property. It is obvious that a person cannot create a trust of property in which he has no interest. The mere fact that he hopes and expects to acquire the property in the future does not give him any interest of which he can be trustee, or of which he can make another trustee, before he acquires it.’ Where he purports to create a present trust of property which he does not own but which he expects thereafter to acquire, no trust is presently created. This is true whether he purports to make a transfer in trust or to declare himself trustee.”

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Bluebook (online)
159 So. 2d 844, 276 Ala. 142, 1963 Ala. LEXIS 448, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bowden-v-teague-ala-1963.