Jones v. Glenn

28 So. 2d 198, 248 Ala. 452, 1946 Ala. LEXIS 127
CourtSupreme Court of Alabama
DecidedDecember 5, 1946
Docket5 Div. 424.
StatusPublished
Cited by5 cases

This text of 28 So. 2d 198 (Jones v. Glenn) 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
Jones v. Glenn, 28 So. 2d 198, 248 Ala. 452, 1946 Ala. LEXIS 127 (Ala. 1946).

Opinion

FOSTER, Justice.

The question on this appeal relates to the right of the administrator of a deceased devisee and beneficiary under a testamentary trust to have the administration of the estate of the trustor removed into equity, and then distributed to include him as administrator of the deceased devisee and beneficiary to be used by him in payment of the debts of said deceased, and the balance to those entitled to the same, and for other relief. It shows that his intestate was not only a devisee and beneficiary of the trust, but was also one of four executors named in the will on whom was conferred trust powers. That after the death of his intestate, the other executors acting under such power, sold some of the land to named persons, and that there is other land so held still in the hands of said surviving executors, which should be sold subject to. the dower interest of the widow of his intestate, and his interest paid to complainant as such administrator; and that the dower interest of the widow of his intestate be set aside to her out of all the land which trustor owned at the time of his death. He also calls upon said surviving executors to file inventory of all assets of testator, and prays that they be required to execute bond.

A copy of the will of testator was attached. In Item V, it devised to her four children, including complainant’s intestate, all her property not otherwise disposed of. In Item VI, it is directed that none of the real estate be sold or disposed of for a period of two years, but kept together by the executors (who are the four children by name), and it makes provision for a disposition of the income. It then provides that at the expiration of said period of two years the executors shall sell said real estate and divide the proceeds in the proportion set out in Item V, supra.

The bill shows that after the two year period had expired and after the death of his intestate, the remaining executors sold to D. M. Rencher, Sr., and D. M. Rencher, Jr., a described portion of the real estate and executed a deed to them. Item VII of the will provides that in the event of the death, failure to qualify, or resignation of any named executors, either, all, or any of them, were empowered to make said sale privately or publicly for division after the expiration of said period of two years.

The trial court made an order removing the administration of testator’s estate into equity, and overruled demurrer to the bill as a whole, and to its various aspects.

The administration of complainant’s intestate’s estate is already now in equity.

The demurrer to the bill as a whole goes to the general equity. It is sufficient as one to remove the administration into equity under section 139, Title 13, Code.

Being in equity, the court may adopt its own system of procedure according to its rules and practice. Section 138, Title 13, Code. So that as a feature of said administration, it may bring the executors, alleged to have sold some of the land *455 under the power in the will, to a settlement and distribution of the proceeds of such sale upon the allegation and showing made in the bill that complainant’s intestate is entitled to one-fourth of the proceeds of such sale. The will so provides. The bill sufficiently sets forth the facts on which it is alleged that he is entitled to one-fourth of the proceeds.

It may be observed that the provision of Item V, by which if one of the four devisees and beneficiaries should die without leaving legitimate issue, his share shall revert to and become a part of the estate of testator to be divided among his remaining children, speaks of a status existing at the death of the testator, and not at the death of the devisee if it occurs after that of testator, since there is no showing that it has some other meaning. Darrow v. City of Florence, 206 Ala. 675, 91 So. 606; Alexander v. Alexander, 239 Ala. 76, 193 So. 736; White v. Fowler, 245 Ala. 209, 16 So.2d 399.

The bill seeks to establish the dower interest of the widow of his intestate in the land sold, as well as in that which remains. But, as we will show, that is more properly an incident in the administration of the estate of his intestate, rather than of the estate of the testator. But there are features of the bill which seem to justify a consideration of the status of such dower rights, particularly on the demurrer of Rencher, Sr., and Jr., going to their interest in the litigation.

It is clear that the dower rights of the widow of complainant’s intestate are subject to the power of sale conferred in the will on the executors, 28 C.J.S., Dower, § 34, p. 96, though it does not follow that it would not be proper to make such allowance out of the proceeds of the sale, all as we will show.

It is provided in section 6942, Code of 1923, in effect at the time of the death of testator (the same as section 90, Title 47, Code of 1940), that when a naked power is given to executors by a will to sell, the survivors, when one or more die, have the same power of making sale of the lands as all the executors named in the will might have; and that unless the contrary clearly appears by the terms of the will it will be presumed that the trust is not personal or confidential.

A discussion of the effect of this statute was first made in Tarver v. Haines, 55 Ala. 503. It is that it changed the common law which made a distinction between situations where the title was devised to executors with power to sell, and where a naked power was given without the vesting in them of the title. Under the statute the power vested in the survivors unless it was a personal or confidential trust manifest by the terms of the will. Robinson v. Allison. 74 Ala. 254; Hinson v. Williamson, 74 Ala. 180; Anderson v. McGowan, 42 Ala. 280; Marks v. Tarver, 59 Ala. 335.

Here the will in terms confers the power on the survivors, if one or more executors should die, fail to qualify, or resign. King v. Banks, 220 Ala. 274(16), 124 So. 871. Therefore the sale by the surviving executors under the power passed the legal title free from any claims of the widow, heirs or personal representative of the deceased devisee.

But the executors selling the land must distribute the proceeds as provided for in the will. Teal v. Pleasant Grove Local Union, 200 Ala. 23(5), 75 So, 335; 65 Corpus Juris 849. The will directs that the proceeds be divided “in the proportion set out in Item V of this will.” That item devised, the residue of her property to the four children, including complainant’s intestate who having survived testator acquired a full share of one-fourth without limitation. But the legal title so acquired was subject to the power vested in the executors. The rights and interests of his widow in the land were subject to that power also.

The distribution of his share of the proceeds is due to be made under applicable law, to his widow and heirs according to their respective interest. While that situation serves to vest title in the Renchers, free from any claim of dower, it does not serve to exclude the wife of complainant’s intestate from sharing in the proceeds to the extent of her dower *456 interest, but upon proper conditions. Chancy’s Heirs v. Chaney’s Adm’r, 38 Ala. 35; McLeod v. McLeod, 169 Ala. 654, 53 So. 834; Upshaw v. Upshaw, 180 Ala. 204, 60 So. 804.

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Cite This Page — Counsel Stack

Bluebook (online)
28 So. 2d 198, 248 Ala. 452, 1946 Ala. LEXIS 127, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jones-v-glenn-ala-1946.