Marsh v. Marsh

43 Ala. 677
CourtSupreme Court of Alabama
DecidedJune 15, 1869
StatusPublished
Cited by8 cases

This text of 43 Ala. 677 (Marsh v. Marsh) 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
Marsh v. Marsh, 43 Ala. 677 (Ala. 1869).

Opinion

PETERS, J.

In this case the allegations of the bill, which are sustained by the proofs, show that it was the avowed purpose of William H. Pledger, the father of Mrs. Marsh, the appellant, to divide certain portions of his lands among his children before his death. And it would scarcely be rational to conclude, that so far as Mrs. Marsh was interested, the daughter was not the cause and object of the-father’s bounty, instead of her husband. In effecting this purpose, the father caused his lands, which, in the language of the witness, Burke, he proposed to “ give off ” to his-children, to be appraised. After this, on the 9th day of November, 1849, he conveyed, by deed of that date, to Stephen Marsh, husband of appellant, 480 acres of the lands thus appraised. ‘The consideration recited in this deed, is the natural love and affection of said Pledger to his son-in-law, Marsh, and also the sum of $2,585 00.

On the same day, said Pledger also conveyed to said Stephen Marsh and John P. Marsh, by deed-, a certain other tract of land, estimated at 80 acres, for the consideration, as recited in said last named deed, of $160 00, in hand paid by said Stephen Marsh to said Pledger.

The land thus conveyed to said Stephen Marsh, were-valued at the sum of $4,800. But no money was really paid by said Marsh to said Pledger for them, at tbe time of the execution of the deed for'the same, or at any other time, out of his own funds.

At the time the deeds- of the 9th of November, 1849, were-executed, Stephen Marsh made his promissory note, payable one day after date, to said Pledger for the sum of $2,215 00; on which note there was this indorsement r. The within note being given for land, it is to bear no interest until the final settlement of my estate. W. H. Pledger. November 9th, 1849.” On the same day said Marsh also executed a receipt to Pledger for the sum of $2,585 00.. But no money was really received. These two amounts-make the sum of $4,800 00, which was the value fixed for' the lands, conveyed by Pledger to said Stephen Marsh, as-above said. The promissory note above said for the sum. of $2,215 00, was cancelled on the 26th day of March, [682]*6821855, and a new note executed in its stead for the same amount, and upon like condition with the first.

The proof shows that said Pledger died in 1858, and directed in his will that the lands advanced by his deeds of the 9th November, 1849, should be valued at the sum of $2,955 00, and that Marsh should pay upon his note for $2,215 00 the sum of $1,845 00, upon which the note and receipt above said were to be given up to Marsh by the executor of Pledger.

On the final settlement of Pledger’s estate, Mrs. Marsh, in the name of her husband, said Stephen Marsh, was charged with the sum of $2,955, as “ advancement in land by testator,” and “ interest on same to 10th December, 1860, $770.92 also, with the sum of $1,845, as “ excess over share advanced by testator,” and “ interest from 10th December, 1860, $481.” These sums, amounting to $4,800, with interest thereon to 10th December, 1860, as above, were deducted from Mrs. Marsh’s distributive share of her father’s estate, on the final settlement thereof. This settlement, so far as Mrs. Marsh is concerned, was made by her husband for her, and consented to and approved by him. He treated the land conveyed to him by Pledger, on the 9th November, 1849, as an advancement in lands to his wife, as to the amount of the $2,955 ; and he paid for the residue with her funds, derived from her father’s estate, upon final settlement; when his note and receipt were given up to him. This appears from the settlement and from the testimony of Burke. Pledger did not die until i.858, long after the adoption of the Code. Mrs. Marsh’s distributive share of his estate was $7,593.98, which was her separate estate. — Code, § 1982 ; Revised Code, § 2371. The sum of $6,052.26 of this share was used by her husband, on the final settlement of her father’s estate, to refund the advancement made by the deeds of the 9th November, 1859, and to pay the balance, directed by her father in his will, on her husband’s note for $2,215, which grew out of the conveyance of the lands as above stated. This was an investment of the moneys of her separate estate in lands by her husband, who was her trustee. — Revised Code, § 2374. And although the title was taken in the husband’s own [683]*683name, without any allusion to her, or express declaration of a trust for her benefit, the whole nature of the proceeding, and the evidence of Burke, show that it was intended and acknowledged by the husband as a transaction for her benefit, and as an arrangement to adjust an advancement made in lands to the wife, and to pay the note of her husband to her father, given in the consummation of this arrangement. It was throughout treated by the husband as his wife’s affair, and not his own. And he so explained it to Burke, his brother-in-law, as fully and clearly appears in the evidence of that witness. This made the whole of the lands mentioned in the deed of Pledger, the father of Mrs. Marsh, to her husband of the 9th November, 1849, which was estimated at 480 acres, a part of her separate estate. And although this case does not declare an express trust in favor of Mrs. Marsh, yet, under the facts of the case, the law will imply one, and compel the husband to act in conformity with it, if he seeks to evade it. But in this case, he did not seek to evade the trust, but consented to it and declare it. A trust will be presumed if the parties intended a trust. — Adams’ Diet, in Eq., pp. 33, 34, 35, et seq., (marg).

No fixed form of words are necessary to create an advancement. It needs no technicalities in its expression, so it appears that it was a gift, by anticipation, of the whole or a part of what it is supposed a child will be entitled to on the death of the party making the advancement.—Revised Code, § 1898; 4 Bac. Abr., Bouv. 97; Wilson’s Heirs v. Wilson, Adm’r, 18 Ala. 176. But if it is land or real estate it must be given by instrument in writing, in conformity with the statute upon that subject.—Revised Code, § 1862. Yet the trust need not be declared in the deed. Here more than one-half the purchase-money was paid at the execution of the deed, by the advancement to Mrs. Marsh, and the whole balance of the purchase-money was paid by her on the final settlement of her father’s estate. This was sufficient to create a trust in her favor, though the legal title was in her husband.—Kelley v. Freeman, 1 Hoff. Ch. R. 90.

But this trust was never controverted by the husband, [684]*684but, on the contrary, it was fully admitted by him. The evidence of Burke proves this beyond all question. The land then mentioned in the deed of the 9th day of November, 1849, estimated at 480 acres, was a part of the separate estate of Mrs. Marsh, which had been received by her husband and held by him as her trustee. — Revised Code, §§ 2371, 2373.

On the 2d day of January, 1860, said Stephen Marsh and his wife, said Mary Ann Marsh, sold this 480 acres of land above named, to Geo. H. Strother, for the sum of $10,000 00 in gold, or its equivalent; which was received by the husband of Mrs. Marsh. The sale thus made was conducted after the formalities required by the Code, for the sale of the wife’s separate estate. It was conveyed “ by the husband and wife jointly, by instrument in writing, attested by two witnesses.” — Revised Code, § 2373,

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43 Ala. 677, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marsh-v-marsh-ala-1869.