Koplon v. Koplon

148 So. 2d 245, 274 Ala. 214, 1962 Ala. LEXIS 549
CourtSupreme Court of Alabama
DecidedNovember 29, 1962
Docket5 Div. 727
StatusPublished
Cited by1 cases

This text of 148 So. 2d 245 (Koplon v. Koplon) 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
Koplon v. Koplon, 148 So. 2d 245, 274 Ala. 214, 1962 Ala. LEXIS 549 (Ala. 1962).

Opinion

PER CURIAM.

B. Koplon died on November 8, 1-947, leaving a last will and testament, three pertinent provisions of which are as follows:

“Item 2. I give, devise and bequeath unto my wife, Sadie Koplon, for her lifetime, all of the real estate of which I shall die seized and possessed, or to which I may be entitled at the time of my death, to have and to hold to her during the term of her life, and the remainder therein I give and devise, in fee, to my children, Louis P. Koplon, Charlie M. Koplon, Minnye Koplon, Aby Koplon, Etta K. Greenspon, and Manuel Koplon, share and share alike.
“Item 3. I give and bequeath unto my wife, Sadie Koplon, absolutely, all of the personal property, of which I shall die seized and possessed, wherever located, to have and to hold unto her absolutely and in fee simple
“Item 4. I nominate and appoint 'as the sole executrix of this will my wife, Sadie Koplon, and do hereby- relieve and exempt her from making any bond or giving any security for the performance of her duties as such executrix, and relieve and exempt her from filing any inventory or appraisement or any returns to or settlements in any Court; and I give and grant unto her the unlimited power, in her capacity as such executrix, to sell, exchange .or otherwise dispose of any property of which I may die seized and possessed, on such terms as she may agree to, publicly or privately, and with or without notice, as she may determine, and without order of any court; and I also give and grant unto her, as such executrix, the right and power to continue and carry on any business, including the mercantile business, of which I may die seized and possessed.”

Surviving the decedent were his wife and the six children whose names appear in Item 4 of the will. The son, Louis Koplon, died intestate in January, 1952, leaving his wife, Sadie Koplon, remarried and now Mrs. Sadie Simon, and two minor children, Norman and Elaine.

Mrs. Sadie Koplon, widow of decedent, having qualified as executrix of her husband’s estate, proceeded individually and in her fiduciary capacity on October 1, 1952, to convey by deed to Manuel and Aby Koplon a brick store and lot in the City of Opelika, Alabama, the property being a part of her deceased husband’s estate. The deed recited a consideration of $10,000, to her in hand paid, and love and affection for the grantees. The deed referred to Item 4 of the will as her authority to' convey in her fiduciary capacity.

The minors, Norman and Elaine Koplon, suing by their mother and next friend, Mrs. Sadie Simon, filed their complaint in the Circuit Court of Lee County, in equity seeking relief against respondents Manuel Koplon, Aby Koplon, and Mrs. Sadie Koplon, individually and in her capacity as executrix of her deceased husband’s last will and testament.

*216 The relief prayed for in the bill, as last amended, is as follows: (1) That the deed from Mrs. Sadie Koplon to her two sons be declared null and void and of no effect as to the fee simple title therein attempted to have been conveyed, except the life estate of the grantor; (2) to perpetually enjoin the executrix from making any deed seeking to convey fee simple title in any real estate owned by said B. Koplon at the time of his death and to which Mrs. Sadie Koplon, the executrix, was devised a life estate only; (3) that the court determine and set a reasonable attorneys’ fee for services rendered complainants’ attorneys in this matter; and (4) that if complainants are mistaken as to the authority of respondent executrix to sell the real estate that she be required to hold the proceeds of the sale only as life tenant, and upon her demise such proceeds “shall have” vested in the remaindermen of the real estate under the will of said B. Koplon, deceased.

Supportive of these objectives for relief, complainants, in their complaint, as amended, aver that the deed referred to above was an attempt on the part of the grantor to convey a greater interest than her life estate; that the deed was without valuable consideration; that it was not to the best interests of the estate of B. Koplon; was an attempt to deprive complainants of their remainder interests in said property according to the will of their grandfather; that the execution and delivery of said deed was a gross abuse of her discretion vested in her as executrix; and that the consideration of the deed was far less than the fair market value of their remainder interest; and that in making said deed, the respondent, Mrs. Sadie Koplon, as executrix, was guilty of gross abuse of discretion in carrying out the provisions of the will.

Further the complainants aver that the executory power granted in the will to dispose of the real estate did not confer on her the power to dispose of said real estate without valuable consideration, so as to ■defeat testator’s devise of a remainder interest to testator’s children.

The complaint also alleges complainants and their attorneys have made no agreement as to fees for services rendered and to be rendered in this cause.

It is to be noted that there was no charge in the complaint, as amended, that Mrs. Koplon, the respondent, in making the deed, was guilty of any fraud or a victim of undue influence on the part of the grantees in the deed or anyone else.

The answer of respondents, after admitting certain formal parts of the complaint, challenged the allegations of the complaint either by direct denial or by affirmative allegations that were essentially contradictory, and they denied complainants’ right to relief prayed. . ■'

As we view the pleadings, the assignments of error and the arguments submitted in briefs filed with this court, there are three questions presented for determination in this appeal: (a) The validity of the deed from Mrs. Koplon, acting in her capacity as executrix, to her sons, Manuel and Aby Koplon; (b) the failure of the court permanently to enjoin the executrix, Mrs.Sadie Koplon, from making additional conveyances under the power of sale in the will; and (c) the failure of the trial court to allow a reasonable fee to the solicitors for complainants out of the estate of the deceased, B. Koplon. We will address these issues seratim:

A reasonable breakdown of the provisions and powers of Item 4 of the will may be stated as follows:

(1) Exempted the executrix from bond and making reports or settlements in any court.

(2) Gave the executrix, his wife, an unlimited power of sale to sell or dispose or exchange any of his property, including his real estate.

(3) Empowered the executrix to sell on such terms as she may agree to.

(4) Empowered the executrix to sell at either private or public sale.

*217 (5) Authorized the executrix to sell with or without notice as she may determine and without the order of any court.

Counsel for appellants argue that in construing the will of testator, Mr. B.

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Bluebook (online)
148 So. 2d 245, 274 Ala. 214, 1962 Ala. LEXIS 549, Counsel Stack Legal Research, https://law.counselstack.com/opinion/koplon-v-koplon-ala-1962.