Evans v. Beaumont

72 Tenn. 599
CourtTennessee Supreme Court
DecidedApril 15, 1880
StatusPublished

This text of 72 Tenn. 599 (Evans v. Beaumont) is published on Counsel Stack Legal Research, covering Tennessee Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Evans v. Beaumont, 72 Tenn. 599 (Tenn. 1880).

Opinion

Ereeman, J.,

delivered the opinion of the Court.

This bill is filed by complainants to enforce the payment of a legacy of $5,000 given to Julia Neely, now the wife of complainant, Evans, by the third clause of the will of Claiborne Deloach. ■

This legacy was to be paid, provided the estate of said Deloach should be worth fifty thousand [600]*600dollars at his death. It was to be held in trust by- Thomas H. Allen to her sole and separate use, free from the debts or control or contracts of any husband she might marry, for the term of her natural life, and at her death, go to her children. The trustee was to invest and manage the fund as he deemed best ior her interest, during her life, and the interest of her children after ' her death, so as best to provide for their comfortable support out of the income or profits of the same.,

Deloach died the 29th of July, 1834. His widow was appointed administratrix with the will annexed, and has since intermarried with G-„ T. Beaumont, her co-defendant.

It is conceded that the estate was worth fifty thousand dollars at the death of the testator, so that, nothing more appearing, the legacy is due, and complainants entitled to a decree.

But this is met by respondents as follows — that is to say: That on the 1st day of May, 1862, the said Deloach na’.-i a deed of conveyance to said Julia in fee of a certain valuable lot in the city of Memphis, and, to use the language of the answer, É’ the force and effect of this deed, if held valid, was to satisfy said legacy.” It is insisted, however, in the answer, that this. deed was not effective to carry the title to the said Julia, for want of delivery, but that an action of ejectment was then pending to test this question, and in the event it is sustained, then the above effect is predicated of said deed.

[601]*601On this statement, as it stands in the , pleadings, it could scarcely ■ be contended that respondents could maintain their contention that the legacy was satisfied, unless it could be maintained as a proposition of law or an inference of fact, that a legacy in money for the life of a party, and then to her children, is conclusively, or at any rate prima facie presumed to he satisfied by a subsequent conveyance of real estate to the legatee, without regard to the intention, or the relative value of the property to the legacy. Ho authority, we believe, goes to this extent. All authorities, we believe, agree that where the gift, by will and the subsequent portions advanced, or property conveyed, are not ejusdem generis, the presumption as such, will be repelled, or will not arise, and nothing more 'appearing, the legacy will be payable. Thus it is said — 2 Leading Cases in Eq.„ top 571 — “Thus land will not be presumed to be intended as a satisfaction for money, nor money for land.” However, apparently exceptional cases are referred to, deciding it might be done; 15 Yesey, 507, dependent probably on other elements, additional and beyond the simple facts of a gift of personalty, and an after conveyance of other property, showing the intent to satisfy the former claim: See cases cited Ibid.

It is maintained, however, most earnestly, that facts are shown in this record, both by direct parol proof, as well as from the circumstances and situation of the parties, and a fair inference, to [602]*602be drawn from these, that it was ^ the intention and purpose of Deloach that the gift of the ■ lot should be in satisfaction of the legacy, and not that she should have both.

This contention presents for its solution several questions of more or less difficulty, some of them involved in almost hopeless perplexity, if we should undertake to solve them by attempting to reconcile the conflicting opinions of the ablest Judges, who have held opposite views upon them. "We shall not attempt to do this — the task would be hopeless.

The leading facts in the case, that bear upon the relation and situation of the parties, are substantially as follows: Julia Neely was the daughter of a deceased sister of the testator, her father and mother having died, leaving her no estate, she was taken by him into his family in 1855, when she was about twelve years of age, brought up as one of his children, educated as such a child, and seems to have been recognized as standing in the place of an adopted child by the testator up to his death. He evidently felt it to be his duty to provide for her out of his estate, as shown by the will, and that he purposed doing this liberally, is further evidenced by the gift of the lot, estimated by some witnesses as at one time worth thirty thousand dollars, probably much less as stated at the bar at this time.

On this state of facts, if we were to adopt the rale laid down by most of the authorities, that in [603]*603order to raise the presumption, as a matter of law, of satisfaction of a legacy ,by a subsequent gift, it must be a case between parent and child, or one standing in loco parentis, we should say, such was the relation shown in this case. It therefore becomes unnecessary for us to decide authoritatively in this case, whether the rule be correct or not. Suffice it to say, that we are unable to see the force or propriety of the reasoning by which it is supported.

Id the ease of a gift by will to a child, or one in the place of a child, and subsequent gift of substantially like kind and degree of benefit, without other evidence, under the rule, the law raises a presumption of satisfaction or ademption of the legacy by the subsequent gift, either in whole or in part, as its value may be: Smith, Marr, Eq., 381, Story Eq. J., Sec. 1111, et seq. But it is said this doctrine of constructive ademption of legacies has not been applied to strangers, that is persons who do not stand in these relations, and the onus ot proving the contrary is on the party asserting it.

By these rules an arbitrary presumption is made against the child, or one standing in the place of a. child, that a double portion is not intended, and the party only entitled to take the latter or compelled to elect between the two, while the stranger has no such difficulty in his way, and is presumed to he entitled to the bounty of the testator in both cases, until his right is disproven. We can but [604]*604feel, that a rule, as said by Lord Thurlow, that rests on the principle that a father has less affection for his child than a strauger, is not soundly based in reason, and not such as should be upheld by judicial adoption in our State. It is based on a logic that may be specious, but certainly is not found to have any foundation in the nature of the case, nor does it tend to reach the ends of either legal or natural justice. See Story’s Eq„ J., secs. 1100, ■ 1110.

As we have said, however, we think it clear from the facts in this record, the testator intended by this legacy to. provide a portion for the legatee, as standing to her in • the place of a parent, and the ease must be so treated: Pynn v, Lockyer, 5 Mylne and Craig, 29 to 85, cited Story's Eq., vol. 2, p. 850, note 1; Powys v. Mansfield, 6 Sim, R. 528, Story’s Eq., vol. 2, 1111, note 1.

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72 Tenn. 599, Counsel Stack Legal Research, https://law.counselstack.com/opinion/evans-v-beaumont-tenn-1880.