Dixon v. McCue

14 Va. 540
Supreme Court of Virginia·Decided August 28, 1858·Published

Opinion

Daniel, J.

I have experienced no serious difficulty in coming to the conclusion that the appellant has wholly failed to make out a case on her original bill.

I am not prepared to say that the period had not arrived when to postpone any longer a sale of the farm would have involved a plain disregard, by the executor, of the testator’s intentions.

The second, third and fourth clauses of the will, as also the first portion of the fifth clause, would seem to indicate a purpose, on the part of the testator, to leave it to the discretion of his executor either to sell the farm immediately on the expiration of the term of five years, during which the appellant was to have the possession and management of it, or to defer a sale thereafter as long as in his opinion the interest of the family would be promoted by its being retained in the possession of the appellant. But in the last member of the fifth clause, after expressing his “ anxious desire” that his boys, on arriving at suitable ages, should be bound out by the executor, to learn good trades, the testator directs that if either one of them prefers an education, the executor, if he deems it advisable, is to apply a part of the share of such son in the estate to that purpose; such part to be deducted from his share, on his attaining the age of twenty-one years : “ at which time or age (the will proceeds) it is my desire that each of my children sharing and sharing alike, shall receive his or her fair proportion of the whole of my real estate.”

The will of the testator was proved and ordered to be recorded at the April term of the County court of Augusta, 1847, and the advertisement of the sale of the farm is dated the 28th of April 1852. The term of five years, during which the appellant had a right to hold the farm, independent of any consent on the part of the executor, had therefore expired. The bill of injunction filed by the appellant appears to have [546]*546been sworn to on the 3d, and to have been filed on the 18th of May 1852. And in the answer of the ex- • ecutor, sworn to and filed on the 7fch of June 1852, he states, that “ the oldest child is (then) nearly of age, and will be of age within a few months ; at which time, according to the will, he will be entitled to receive his share of the estate.” And he asks, “How is that share to be given him, or how is he to be compensated for the delay in receiving his portion, upon the idea that by such delay the rest of the family will be rendered more comfortable ?” “ The property (he continues) is not increasing; no profits are made. It was this view of the subject which influenced the respondent in determining the question left to his discretion.” As to the fact, stated by the executor, in respect to the age of the oldest child, I fake it there was no dispute. In truth, in her amended bill filed on the 27th of January 1853, Mrs. Dixon admits that Franklin Dixon, the oldest son, came of age in the month of September preceding.

In the testimony of the numerous witnesses who were examined as to the management of the farm by Mrs. Dixon, and as to whether the interests of the family would probably be promoted by her being allowed to retain the possession for a longer period, there is much conflict. Several of them, who seem to be men of observation and experience in such matters, think that the farm has been judiciously managed, and express the decided opinion that the interests of all the children would be promoted by Mrs. Dixon’s continuing to retain the possession and management. On the other hand, several others of them, whose means of forming a judgment, apparent candor in • stating their reasons, &c. would seem to entitle their views of the matter to an equal degree of consideration, regard the management of the farm, of the children, and of the concerns and interests of the family, [547]*547by Mrs. Dixon, as in many respects wanting in proper judgment, and give it as their opinion that the interests of all the parties concerned would be best pro.moted by allowing the executor to proceed to an immediate sale; whilst there are yet others, apparently equally worthy of credit, who, seeing no material difference in the management of affairs by Mrs. Dixon, from that pursued by her husband in his lifetime, think that the interests of the children grown and of those nearly grown, would be promoted by a sale at once, and that the interests of the younger children would be best cared for by allowing Mrs. Dixon to retain the management and apply the proceeds of the farm to supporting and rearing them; as had been done in the case of the older children.

The charge in the bill, that the executor, in determining to make a sale of the farm, was prompted by a desire to advance his own pecuniary interest, rather than by a regard to the interests of the family, derives no support or countenance whatever from the evidence ; and there is an entire absence of any thing to show that his conduct was actuated by any improper bias, or wish to advance the interests of the older children at the expense of Mrs. Dixon and the younger children.

In such a state of things there would appear, to my mind, to be a strong semblance, if not of usurpation, at least of uncalled for and improper exercise of power, in a chancellor’s interfering and undertaking to substitute his discretion in the place of that of the executor.

As already intimated, it would require a very liberal interpretation of the will in favor of the pretensions of the appellant, to hold that the matter of proceeding to make a sale of the farm was, at the time of the filing of the bill, any longer optional with the executor, and had not become, by reason of the ap[548]*548preaching majority of the oldest son, a peremptory duty. And if this difficulty were out of the way of the appellant, it seems to me quite clear that the powers with which the testator designed to clothe the executor, if net of a character purely discretionary, resting wholly on opinion and judgment, and therefore belonging to a class of powers over which courts, of equity generally disclaim all control, at least partake so strongly of that character as to make the exercise of such control dependent upon its being shown that the executor was proceeding to act not upon an honest judgment and a sound discretion, but upon some fraudulent or improper motive, or clear mistake of duty.

This has not been shown. I see nothing in the case from which to infer that the executor has not been governed by a sincere, impartial and just regard to the interests of all concerned. And I think that the Circuit court properly refused to stay a sale any longer» on the grounds taken by the appellant in her original bill.

Several questions arising upon, the amended bill, remain to be considered.

The first of these is: Has Mrs. Dixon, upon a proper interpretation of her husband’s will, a just claim; to the provisions therein made for her, and also a right to have dower assigned her in his estate ?

The general principles in reference to which this question must be considered* are few and well ascertained, notwithstanding the precedents disclose much apparent conflict in the opinions of judges engaged in the task of applying those principles to the special facts and circumstances of particular cases.

The cardinal doctrines upon the subject are clearly and concisely stated by Vice Chancellor Kindersley, in the case of Gibson v. Gibson, 17 Eng. L. & E. R. 349. The first principle (he says) is, that the doctrine of [549]

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Dixon v. McCue, 14 Va. 540 (Va. 1858).

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