Dickey v. Herbin

108 S.E.2d 632, 250 N.C. 321, 1959 N.C. LEXIS 662
CourtSupreme Court of North Carolina
DecidedMay 20, 1959
Docket604
StatusPublished
Cited by22 cases

This text of 108 S.E.2d 632 (Dickey v. Herbin) is published on Counsel Stack Legal Research, covering Supreme Court of North Carolina primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Dickey v. Herbin, 108 S.E.2d 632, 250 N.C. 321, 1959 N.C. LEXIS 662 (N.C. 1959).

Opinion

MooRe, J.

It is clearly apparent that the rulings of the court below to which the executor excepts are not adverse to the interests of •the L. F. Troxler estate, but are adverse to Lacy Dickey, individually, and the other residuary legatee and devisee. In the trial below the executor contended, and contends here, that the lapsed devises and legacies of R. L. Summers should not go intestate, but should go to the surviving residuary legatees and devisees, namely, Lacy Dickey and Grover 0. Dickey. Pie further contends that if they do go intestate, that the debts and costs of administration should be paid from the intestate estate and not from the cash. A reversal of the rulings excepted to would benefit Lacy Dickey, individually, and not the estate he represents as executor. The parties adversely affected by the judgment, Lacy Dickey, individually, and Grover O. Dickey, did not appeal, and we must conclude that they are satisfied with the judgment.

The following question arises: Is the executor a party aggrieved so as to give him the right to appeal .in this case? It is true that the ap-pellees have made no motion to dismiss .on the ground that the executor is not a party aggrieved. But where it appears -that the appellant is not a party aggrieved, the questions raised by the appeal are not in controversy so far as the litigation is concerned, no jurisdiction of any matter to which the action relates is conferred by the appeal, and this Court will ex mero motu dismiss the appeal. In Langley v. Gore, 242 N.C. 302, 87 S.E. 2d 519, the appellants asserted that they dad not claim a fund in the hands of the clerk of the Superior Court but had appealed on the ground that they did not think the appellees were entitled to it. Speaking to the subject, the Court said: “Any party aggrieved may appeal in the cases prescribed in Chapter 1 of General Statutes entitled 'Civil Procedure.’ G.S. 1-271. And this Court, in interpreting and applying this statute, has uniformly held that only the party aggrieved may appeal from the Superior Court to the Su *325 preme Court. See Watkins v. Grier, 224 N.C. 339, 30 S.E. 2d 223, and numerous other cases. Therefore, we >are constrained (to hold that by this appeal this Court has not acquired jurisdiction of any matter to which the action or proceeding may relate. Such being the case, the Court is impelled ex mero motu to dismiss the appeal for want of jurisdiction. See Henderson County v. Smyth, 216 N.C. 421, 5 S.E. 2d 136, where prior cases are cited. See also Baker v. Varser, 239 N.C. 180, 79 S.E. 2d 757, and cases cited.”

It is true that this action was brought under the Uniform Declaratory Judgment Act, General Statutes of North Carolina, Chapter 1, Article 26, sections 1-253 to 1-267, inclusive. The pertinent portion of G.S. 1-255 provides that “Any person interested as ... an executor ... in the administration of the estate of a decedent . . . may have a declaration of rights or legal relations in respect thereto: (a) To ascertain any class of creditors, devisees, legatees, heirs, next of kin or others; or (b) To direct the executors, administrators, or trustees to do or abstain from doing any particular act in their fiduciary capacity; or (c) To determine any question arising in the administration of the estate or trust, including questions of construction of wills and other writings.”

There is no doubt that the executor had the right to institute the action and ask for a declaration in the first instance. Trust Co. v. Henderson, 226 N.C. 649, 39 S.E. 2d 804. The question is whether he may now .appeal from a judgment of a court of competent jurisdiction which has declared his rights and duties and interpreted the will in such manner that the testator’s estate is not adversely affected. G.S. 1-258, which is a part of the Uniform Declaratory Judgment Act, provides that “All orders, judgments and decrees under this ¡article may be reviewed ¡as ‘Other orders, judgments and decrees.” Obviously the act does not enlarge the right of -an executor for a review, but provides for review under the same rules that apply in cases not brought pursuant to the act.

Under the decisions of this Court, interpreting G.S. 1-271, only a party aggrieved may appeal to the Supreme Court. Langley v. Gore, supra, and cases there cited; 1 N.C. Index (Strong) page 76. “A party aggrieved is one whose right has been directly and injuriously affected by the action of the court.” McIntosh, N. C. Prac. and Proc. in Civil Cases, pp. 767-8; Freeman v. Thompson, 216 N.C. 484, 5 S.E. 2d 434.

“As a general rule, a personal representative can appeal in his representative capacity only when he is aggrieved in that capacity, and not when he is aggrieved in his individual! capacity only. In the latter *326 case he must appeal, if at all, in his individual capacity. He cannot appeal individually if he is aggrieved in his- representative capacity only. . . . An executor or administrator may not secure review of a judgment, order or decree merely determining the rights as between the panties entitled to the estate or distributing the estate or a part thereof among heirs, next of kin, devisees, or legatees where the court had jurisdiction, unless there are exceptional circumstances taking the case out of -the general rule, . . .” 4 C. J. S., Appeal and Error, Section 193b and e, pp. 583-585.

Where there is a controversy between legatees under a will, in which controversy the executor, as such, has no interest, such executor is not a party aggrieved by a decree of distribution and may not appeal therefrom. In re Babb’s Estate (Cal. 1927), 252 P. 1039.

In Surratt v. Knight (Md. 1932), 158 A. 1, there was a caveat to a will. The will was sustained, but the heirs and the residuary legatees compromised their claims. The executor refused to recognize the agreement, asked the court of equity to construe the will and pass upon the validity of the compromise agreement. The court upheld the agreement and dismissed the action. The executor noted an appeal. The Court of Appeals declared: “An executor is the personal representative of the testator, and, after probate, is charged with the duty to defend and maintain the validity of the instrument with loyalty and fidelity, and to complete the administration of the estate in accordance with the terms of the will, under the law. . . .(A)fter the dismissal by the chancellor, the executor had no personal interest in further litigation. There is no question affecting the proceeds of the testator’s estate in his hands for distribution, no doubt of who the residuary legatees are, nor of their identity and of their capacity to take. The executor’s commissions and allowances are not involved, and he has no interest in the fund to be divided. Every one but the executor is satisfied, and no one has united in the appeal. It does not appear from the record that the executor has in any capacity such an interest in the subject matter as entitles 'him to appeal, and therefore this appeal must be dismissed.” See also Hetzell v. Morrison (Ind. 1945), 60 N.E. 2d 150.

An executor who is also a devisee or legatee may not appeal as executor to protect his personal interest as against other devisees, legatees or claimants when there has been no judgment adverse to the estate.

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Bluebook (online)
108 S.E.2d 632, 250 N.C. 321, 1959 N.C. LEXIS 662, Counsel Stack Legal Research, https://law.counselstack.com/opinion/dickey-v-herbin-nc-1959.