Copeland v. Turner

143 So. 2d 625, 273 Ala. 609, 1962 Ala. LEXIS 439
CourtSupreme Court of Alabama
DecidedJuly 26, 1962
Docket1 Div. 969
StatusPublished
Cited by2 cases

This text of 143 So. 2d 625 (Copeland v. Turner) 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
Copeland v. Turner, 143 So. 2d 625, 273 Ala. 609, 1962 Ala. LEXIS 439 (Ala. 1962).

Opinion

LAWSON, Justice.

Shephard L. Baxter died on December 1, 1958, leaving his widow, Janie T. Baxter, surviving him. They had been married for many years and had no children. At the time of his death Baxter was about ninety years of age and his widow was about seventy years old.

On November 26, 1958, the decedent executed a will, the material parts of which read:

“First: I nominate and appoint my nephew, Noel M. Turner, as Executor of my Will and expressly relieve him from giving any bond in said capacity and from filing any inventory of my estate in any Court. * * * * * *
“Third: I give, devise and bequeath my entire estate, both real, personal and mixed and wherever situate unto my said nephew, Noel M. Turner, in trust upon the following terms and conditions, viz:
“A. I direct my said trustee to take possession of my estate and to hold the same, in his discretion by retaining said assets as they now exist, or selling any portion of my estate, without Court order or Court approval as in his judgment any part of it should be sold and to invest and re-invest any portion of said estate, as he deems to the advantage of said Trust Estate.
“B. I particularly direct my said trustee to provide for the comfort and health and maintenance of my beloved wife, Janie Baxter, as long as she should live and my said trustee is authorized, in that connection to expend not only the income but any portion of the corpus of said trust as might be necessary to accomplish said purpose.
*611 “C. Upon the death of my said wife, •- I direct my said trustee to make a settlement of said trust and if at the time my sister, Racelia B. Turner, should be living, then my said Trustee shall make a distribution of said Trust and shall ■ pay the then remaining corpus to my said sister.
“D. If at the time of the death of my wife my sister, Racelia B. Turner is not living, then I give the then remaining corpus of said Trust to my nephew, Noel M. Turner.
“E. I expressly relieve my said trustee from giving any bond, surety or security of any kind in connection with the Administration of said Trust, having implicit confidence both in his integrity and in his honesty. * * *”

Janie T. Baxter had been mentally deranged for more than a year prior to her husband’s death and within a short time thereafter she began to live in Birmingham, Jefferson County, with her sister, Mabel J. Copeland.

On January 13, 1959, Janie T. Baxter was adjudged insane by the Probate Court of Jefferson County and letters of guardianship were on that day issued to Mabel J. Copeland.

The will of Shephard L. Baxter was admitted to probate by the Probate Court of Mobile County on January 29, 1959, and letters testamentary were duly granted to Noel M. Turner, the executor named in the will.

On July 23, 1959, Mabel J. Copeland, as guardian of Janie T. Baxter, filed a petition wherein she alleged that it “would be to the best interest of the Widow, Janie T. Baxter, to dissent from the Will of her husband” and prayed for an order declaring such dissent. This petition was filed under the authority of § 21, Title 61, Code 1940, which in pertinent parts reads:

“If the widow is insane, * * * upon a petition filed by her guardian or next friend, * ■ * * within the time prescribed in the second preceding section, alleging that it would be to her interest, * * * the probate court of the county in which the will is probated has authority to declare dissent from such will for her; and upon the filing of such petition, the court must appoint a day for the hearing, not more than twenty days from the filing thereof, and if the widow is insane, * * * a guardian ad litem must be appointed for her. If upon the hearing the court is satisfied from the testimony of at least two disinterested witnesses, taken by deposition upon interrogatories as in chancery cases, that it is to the interest of such widow, * * * to dissent from the will, an order shall be made declaring such dissent. The costs of the proceeding must be paid by the person filing the application.”

Upon the filing of the last-mentioned petition, William H. McDermott, an attorney, was appointed guardian ad litem “to represent and protect the interest of said person of unsound mind, Janie T. Baxter, in this proceeding.”

On August 24, 1959, Noel M. Turner, as executor of the estate of Shephard L. Baxter, filed his answer to the petition filed by Mabel J. Copeland, as guardian of Janie T. Baxter, to dissent from the will of her late husband, Shephard L. Baxter

Noel M. Turner, as executor of the estate of Shephard L. Baxter, deceased, filed his petition for the removal of the administration of the estate of Shephard L. Baxter from the Probate Court of Mobile County, Alabama, to the Circuit Court of Mobile County, Alabama, in Equity. An order of removal was made and entered on October 14, 1959.

Thereafter a hearing was held in the Circuit Court of Mobile County, in Equity, at which testimony was introduced upon written interrogatories and cross-interrogatories in accordance with the provisions of § 21, Title 61, Code 1940.

*612 On December 19, 1960, a final decree was rendered disallowing the dissent from the will as prayed for in the petition of Mabel J. Copeland, as guardian, on the ground, “That it has not been shown by the Testimony that it is to the interest of the Widow, to be allowed to DISSENT.”

From that decree Mabel J. Copeland, as guardian of Janie T. Baxter, has appealed to this court.

The only argued assignment of error is to the effect that the trial court erred in not allowing the dissent.

The guardian ad litem joins in the brief filed on behalf of the executor, Noel M. Turner, which seeks to uphold the decree of the trial court.

An insane widow or one acting for her does not come into court for the purpose of dissenting from her husband’s will on like terms and in the same legal status as if she were sane.

As to the sane widow, we have said that she has a clear legal right to dissent from the will of her husband under the provisions of § 18, Title 61, Code 1940. Cogburn v. Callier, 213 Ala. 46, 104 So. 330.

But the right given a sane widow to dissent from her husband’s will'by § 21, Title 61, supra, is personal to the widow. In Crenshaw v. Carpenter, 69 Ala. 572, decided by this court in 1881, it was held that an insane widow is incapable of entering a dissent and that a dissent entered for her by another, as next friend, was not authorized by the provisions now codified as § 18, Title 61, Code 1940.

Apparently to meet the decision in the case of Crenshaw v. Carpenter, supra, the legislature in 1884 passed an act (Act No. 9, approved December 3, 1884, Acts of Alabama 1884-1885, p. 74), the provisions of which are now codified as § 21, Title 61, Code 1940.

Section 21, Title 61, does not give to the guardian or next friend the right to make an election on behalf of the insane widow.

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Bluebook (online)
143 So. 2d 625, 273 Ala. 609, 1962 Ala. LEXIS 439, Counsel Stack Legal Research, https://law.counselstack.com/opinion/copeland-v-turner-ala-1962.