Burford v. Aldridge

63 S.W. 109, 165 Mo. 419, 1901 Mo. LEXIS 281
CourtSupreme Court of Missouri
DecidedDecember 3, 1901
StatusPublished
Cited by8 cases

This text of 63 S.W. 109 (Burford v. Aldridge) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Burford v. Aldridge, 63 S.W. 109, 165 Mo. 419, 1901 Mo. LEXIS 281 (Mo. 1901).

Opinion

In Division One.

VALLIANT, J.

This is a suit in equity in which the plaintiffs, as heirs of one of the legatees under the will of [423]*423Warren Wharton, deceased, call the defendants, who claim under the will of Sarah Wharton,- deceased, to account for what the plaintiffs claim to be trust property attempted to be misdirected by the last mentioned will.

The facts out of which the controversy arises are as follows :

Warren Wharton died in 1875, leaving a widow and no descendants, his heirs at law being two brothers, Emsley and John Q-. Wharton, and a sister, Eliza Plummer. He left an estate consisting only of personal property, chiefly notes, etc. At the date of his will he owned a farm of about 300 acres in Pettis county, but before his death he sold the farm, taking in part payment certain notes secured by a deed of trust, which notes he held at the time of his death, and they passed into the hands of his executors.

By his will he bequeathed a legacy of $1,000 to each of his brothers and sister, and besides some other minor provisions unnecessary to mention in this connection, there was this clause: “Third, I will, devise and bequeath to my beloved wife Sarah, all of my property, personal, real and mixed that may be left after paying the above bequests to use and manage as she may deem best, as long as she may live. And at her death I desire and so will, that what may be left of my estate after her death shall be divided equally between my two brothers, Emsley Wharton and John G. Wharton and my sister, Eliza Plummer and my brother-in-law, D. W. Burford.” There was no further disposal of the estate in the nature of a residuary clause. Since the death of the testator the last-named legatee has died and the plaintiffs in this suit are his children and heirs.

After the final settlement of the estate of Warren Wharton in the probate court, the widow being in possession, under the will, of the notes belonging to the estate, upon default in payment of those securing the purchase money of the farm, the deed of trust was foreclosed, and the widow became the [424]*424purchaser at the trustee’s sale taking the deed thereto in her own name, and giving in payment thereof the notes secured by the deed of trust. After that purchase the widow; lived on the farm the rest of her life. In September, 1881, while the widow -was in possession of the estate under the will, she had a transaction with the two brothers and sister of the testator whereby, for the present cash payment to them of $3,000, they assigned and conveyed to her their interests in the remainder of the estate that the will gave them after her death. This was in addition to the special legacies of $1,000 each previously given in the will; so that they received in all $6,000. Of this sum the legacies of $1,000 each was paid out of assets of the estate and there was evidence tending to show that the other $3,000 paid for the remainder interest also came out of the estate and the chancellor so found.

In 1893 the widow, Sarah Wharton, died, leaving a will in which, among other provisions unnecessary to mention in this connection, she devised the farm to defendant Aldridge upon condition that he pay her executors $5,000 therefor within a time specified, and within that time Aldridge tendered the amount to her executors, and by his answer in this suit stands ready to comply with those terms. This will deals with the property as if it belonged absolutely to the testatrix and ignores the legacy in remainder to D. W. Burford.

The decree of the circuit court was that at the death of the widow all her interest in the property ceased, that nothing passed under her will and that the plaintiffs were entitled to the whole estate real and personal. Erom that decree the defendants appeal.

It does not appear from the abstract when D. W. Burford, the father of plaintiffs, died, but we infer from the general discussion that it was after the death of the testator and before the death of the widow, and that being the case and nothing in reference to the estate of D. W. Burford appearing to authorize his heirs and distributees alone .to sue, his administra[425]*425tor is a necessary party to this proceeding, and before the plaintiffs can have a decree they should amend their petition either by making the administrator a party or by showing why the heirs and distributees are entitled to sue in their own names.

We can not approve the main legal proposition on which the plaintiffs base their case and on which the decree was founded, that is, that upon the assignment of their interests by three of the four legatees or devisees, who for want of a more accurate name we will call remaindermen, the whole estate in remainder passed to the fourth. The trial court found, as a fact, that the widow paid for those three interests with1 money belonging to the estate, and whilst, as the cage is to be retried, we will not express any opinion on that question of fact but for the present will assume that that finding was correct, still it does not justify the plaintiffs’ full claim.

The clause in the will of Warren Wharton, under which the plaintiffs claim, does not convey the remainder of the estate to a class of which their father is one, nor is there any joint estate or survivorship indicated. The provision is “that what may be left of my estate after her death shall be divided equally between my two brothers, Emsley Wharton and John G. Wharton, my sister Eliza Plummer, and my brother-in-law, D. W. Burford.” There was a separate share to each, which, if either had died after the death of the testator, would have passed to his or her personal representative, just as the plaintiffs now claim the share of their father upon his death passed to them.

The interest that the widow took under the will was peculiar. It was a life estate yet in one sense it was something more than is ordinarily embraced in that term, and in another sense perhaps not as much. Ordinarily a life estate entitles the tenant to the rents of the land and use of the personalty or interest if it be money. But under this will the widow was entitled to consume as much of the estate as she desired, the [426]*426body as well as the product. And on the other hand, if she had lived within the rents and interest and left a surplus of that, there is at least room for contention that such surplus would not have gone to her administrator on her death but to the remaindermen under the will. Therefore, whilst she was in a sense a trustee of the property for the use of the remaindermen, yet she had a very substantial interest in it and the remaindermen could not call her to account or restrict her in amount in what she chose to spend for her own gratification, even though it consumed the whole estate, as long as good faith was preserved. Under those conditions, therefore, although the relation of trustee and beneficiary existed, the law did not forbid her buying from them their contingent interests. [Sallee v. Chandler, 26 Mo. 124; Richards v. Pitts, 124 Mo. 602; State ex rel. v. Jones, 131 Mo. 194.] The law does require of a trustee to exercise good faith and even care commensurate with the circumstances to protect the interests of the beneficiaries, but when that appears to have been done, the transaction will be upheld. • In any event, however, it is only at the suit of the beneficiary complaining of being imposed upon that the law will look into the transaction.

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Bluebook (online)
63 S.W. 109, 165 Mo. 419, 1901 Mo. LEXIS 281, Counsel Stack Legal Research, https://law.counselstack.com/opinion/burford-v-aldridge-mo-1901.