Lassiter v. Travis

39 S.W. 226, 98 Tenn. 330
CourtTennessee Supreme Court
DecidedMarch 6, 1897
StatusPublished
Cited by23 cases

This text of 39 S.W. 226 (Lassiter v. Travis) 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
Lassiter v. Travis, 39 S.W. 226, 98 Tenn. 330 (Tenn. 1897).

Opinion

Caldwell, J.

Mrs. Tassey died, leaving two children — now Mrs. Lassiter and Mrs. Travis. After her death a paper writing, purporting to be her last [331]*331will and testament, was probated, in common form, in the County Court of Rutherford County. This instrument divided the property of Mrs. Tassey between her two daughters; that given to Mrs. Lassiter, who was named as executrix, being of greater value by §1,000 than that given to Mrs. Travis. In due season Mrs. Travis instituted a contest. Whereupon, the probate was set aside by the County Court, and appropriate certification was made to the Circuit Court. There an issue, of clevisavit vel non was made up and tried, Mrs. Lassiter, the nominated executrix, appearing as proponent, and Mrs. Travis as contestant. After a mistrial, a second jury returned a verdict against the alleged will, and judgment was so entered. Subsequently, Mrs. Lassiter filed the present bill against Mrs. Travis, to charge the estate of their mother, to them descended, with the Court costs and reasonable attorney’s fees, incurred by her, as the nominated executrix, in the effort to probate and sustain the alleged will. The Chancellor granted the relief sought, but the Court of Chancery Appeals reversed his decree and dismissed the bill. The latter Court found, as a fact, that Mrs. Lassiter, ‘ ‘ in good faith, believed she had the right to propound.the will for probate upon the contest;” but held, nevertheless, as a matter of law, that her bill must fail because she “was the only person in the world to be benefited by sustaining the will.”

We are unable to concur in this conclusion of law ; for, to our minds, good faith, rather than pecuniary [332]*332interest, on the part of the acting executor, 'is the controlling question in such a case.

Being named as executrix in what seemed to be a valid will, it was the legal duty of Mrs. Lassiter to produce the instrument, if in her possession ; and, after having done that, there rested upon her the further legal duty of having the supposed will probated, or of renouncing the executorship (Pritchard on Wills & Adm’n, Sec. 30) ; and these duties were in no way affected by the fact that the will benefited her alone, in the sense that it gave her moré and her sister less of their mother’s estate than they would receive, respectively, in the absence of the will and as heirs at law. Pecuniary interest under a will is no disqualification for the office of executor, nor does it diminish or enlarge the duties of the person nominated to fill the office.

The complainant could undoubtedly have waived her advantage and avoided the will altogether by agreement with the defendant, they being the only persons interested in the subject matter; but she chose not to do that, and having made that choice, as she had the right to do, her duties with respect to the supposed will were the same, in legal contemplation, as they would have been if the defendant, instead of herself, had been given the larger share.

Having elected to have the will probated in common form, as is usual, and to assume its trusts, Mrs. Lassiter was a £ ‘ formal and necessary party ’ ’ to the contest proceedings instituted by Mrs. Travis [333]*333(Corwell v. Cornwell, 11 Ham., 487), and, being so brought before the Court, was compelled to propound the will, or to surrender what she ‘‘ in good faith believed” to be her right, and tacitly permit an adverse decision. Since the complainant was the sole beneficiary, in the sense before explained, she undoubtedly had the right either to abandon the will when the contest began, or to propound it, as she did. She was free to pursue the one course or the other ; and her election was not at the peril of becoming personally liable for the expenses incurred, if she, in good faith, saw fit to propound the will, and failed, unavoidably, to establish it.

In propounding the will and seeking to establish it, Mrs. Lassiter was, in name and in law, acting as the representative of the supposed testatrix, and not in her own name or «for herself, in a legal sense, though her action, if successful, would have resulted in her personal gain ultimately.

In Bennett v. Bradford this Court held that a nominated executor, though a beneficiary under the will, was under legal obligation to propound the will and take all proper steps, including the employment of counsel, to resist the contest and sustain the will, and that the estate, and not the interested executor, was liable for all necessary expenses incurred by him in the faithful discharge of those duties. 1 Cold., 471. It is true the will was sustained in that case, but no importance was attached to that fact.

[334]*334Like charges were allowed against the estate of the supposed testator in Bowden, v. Higgs, although the alleged will was not sustained. The Court, in answering the contention of contestants that such a rule would subject them “to the payment of their adversary’s fees,” said: “But the executor named in the will, although the jury find against its validity, is regarded by our statutes and decisions as the representative of the estate in the contest inaugurated to ascertain whether the estate is to be distributed according to the will or according to our statutes in cases of intestacy. And where proceedings are instituted and conducted in good faith, and upon reasonable grounds, to establish a will, we think the expenses incident thereto should be borne by the estate rather than by an executor named in the will, who has no pecuniary interest in the result of the contest.” 9 Lea, 347.

Here the fact that the executor had no pecuniary interest in the result of the contest is mentioned, yet it is not a reason given for the decision. The controlling points are that the executor was, in law, the representative of the estate to be charged, and that he had acted in good faith.

In the later case of Douglass v. Baber, the matter of interest or no interest on the part of the executor, and the question of success or defeat in the contest, seems to have been dropped out of view and given no place in the ultimate adjudication. The language of the Court was as follows: “The [335]*335fees of counsel employed to sustain the will, it being the duty of the executor to support the will, this Court has held to constitute a proper allowance to be paid out of the estate, a decision which, while it may seem harsh in some cases, certainly seems proper enough in this case, where the complainants were the cause of the expense.” 15 Lea, 655.

It is worthy of especial remark that all of these cases gave large effect to the fact that the nominated executor is under legal obligation to propound and support the will, and that, in doing this, he represents the estate of the alleged testator, and not himself.

In view of this obligation, and this representation, good faith is indispensable, and when it is exercised the executor is entitled to full protection, whatever the result of the contest and without reference to any pecuniary interest he may have had in it. The result and his interest are unimportant questions when good faith has been employed.

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Bluebook (online)
39 S.W. 226, 98 Tenn. 330, Counsel Stack Legal Research, https://law.counselstack.com/opinion/lassiter-v-travis-tenn-1897.