Martin v. Fort

83 F. 19, 27 C.C.A. 428, 1897 U.S. App. LEXIS 2062
CourtCourt of Appeals for the Sixth Circuit
DecidedNovember 1, 1897
DocketNo. 463
StatusPublished
Cited by6 cases

This text of 83 F. 19 (Martin v. Fort) is published on Counsel Stack Legal Research, covering Court of Appeals for the Sixth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Martin v. Fort, 83 F. 19, 27 C.C.A. 428, 1897 U.S. App. LEXIS 2062 (6th Cir. 1897).

Opinion

TAFT, Circuit Judge

(after stating the facts). The theory of the complainants in framing the bill was that Mrs. Seat only took a life estate under the will of her father, James Anderson, in the trust fund provided for her, and a power of appointment upon her death, and that the complainants, by virtue of the terms of her will, were her appointees. If this is sound, then it is difficult to see what necessity there was for the presence of Mrs. Seat’s executor as a party to the suit. Upon the proper exercise of the power of appointment, the appointees were legatees, not under Mrs. Seat’s will, but under the will of her father, James Anderson, and they had no claim against [22]*22Mrs. Seat’s estate or her executor. Again, assuming complainants’ theory of their bill to be correct, each of them was entitled to a determinate share of the trust fund bequeathed to S. B. Seat, trustee, and might sue his personal representative to establish his right to a distributive share of the estate, and to enforce it; and it was not necessary to join in such an action other co-legatees as complainants, whose presence in the suit as parties would, because of their citizenship, oust the jurisdiction of the court. The causes of action by the legatees for their shares of the fund were several, and, although they might all have joined in one action, it was not necessary.

Payne v. Hook, 7 Wall. 425, was a bill in equity filed in the federal court by the complainant, as one of the distributees of an estate of an intestate, against the administrator and the sureties on his bond, to compel the payment of the share of the' complainant. It was objected that the other distributees were not made parties to the bill. The supreme court, speaking by Mr. Justice Davis, met this objection as follows:

“But it is said the proper parties for a decree are not before the court, as the bill shows there are other distributees besides the complainant. It is undoubtedly true that all persons materially interested in the subject-matter of the suit should be made parties to it; but this rule, like all general rules, being founded in convenience, will yield, whenever it is necessary that it should yield, in order to accomplish the ends of justice. It will yield if the court is able to proceed to a decree, and do justice to the parties before it, without injuiy to absent persons, equally interested in the litigation, but who cannot conveniently be made parties to the suit. The necessity for the relaxation of the rule is more especially apparent in the courts of the United States, where oftentimes the enforcement of the rule would oust them of their jurisdiction, and deprive parties entitled to the interposition of a court of equity of any remedy whatever. The present ease affords an ample illustration of this necessity. The complainant sues as one of the next of kin, and names the other distributees, who have the same common interest, without stating of what particular state they are citizens. It is fair to presume, in the absence of any averments to the contrary, that they are citizens of Missouri. If so, they could not be joined as plaintiffs, for that would take away the jurisdiction of the court; and why make them defendants when the controversy is not with them, but the administrator and his sureties? It can never be indispensable to make defendants of those against whom nothing is alleged and from whom no relief is asked. A court of equity adapts its decrees to the necessities of each case, and, should the present suit terminate in a decree against the defendants, it is easy to do substantial justice to all the parties in interest, and prevent a multiplicity of suits, by allowing the other distributees, either through a reference to a master, or by some other proper proceeding, to come in and sfliare in the benefit of the litigation.”

The case of Byers v. McAuley, 149 U. S. 608, 13 Sup. Ct. 906, fully recognizes the right of a legatee or creditor, who is not a citizen of the state of the decedent and his representative, to- proceed in the United states court against such representative to- establish his claim there-' in by judgment or decree against the representative, and only limits this right by holding that, where the estate of the decedent is being administered in a probate court, the federal court, after adjudging the validity and amount of the claim, must remit the complainant to the court having possession of the res for distribution. In the case at bar the property which it is sought to subject to the claim of the complainants is not in the custody of any court; and so here we do [23]*23not eren have the difficulty presented and discussed in Byers v. McAuley.

The theory oí the hill at bar against the McWhirters is that, as the McWhirters received all of the assets of the estate of S. B. Seat at a time when his administrator was under obligation, as trustee, to preserve a fund for future testamentary appointees of Mrs. Seat, those assets were impressed with a trust certainly not less sacred than if such appointees had been merely creditors of S. B. Seat; and, therefore, that the cestuis que trustent, after Mrs. Seat’s death, may follow the assets into tlie McWhirters’ hands, and compel a distribution through the administrator of S. B. Seat, also made a defendant; add that the McWhirters cannot rely upon Mrs. Seat’s deed, if, as the hill assumes, she had only a life interest in the fund, with no power of disposition save by testamentary appointment. The case presented by the bill in this aspect is not unlike Borer v. Chapman, 119 U. S. 587, 7 Sup. Ct. 342. That case was a bill Oled by a judgment creditor of one dying testate against his executor and the legatees under his will, to compel satisfaction of the judgment out of the assets distributed to the legatees. The decedent, before his death, was a citizen of Minnesota. Nearly all his property was in California. In the latter state ancillary administration proceedings had been had, the property there sold had been distributed, the debts there presented had been paid, and the executor in that state had been discharged. The complainant had not been a party to the California administration proceedings, but, after they had been closed, filed his bill. The court held that the assets distributed under the California proceedings, when brought into Minnesota, were impressed with a trust, which the complainant had a right to have administered for his benefit. The court, speaking by Mr. Justice Mathews, said:

“It is upon the ground of such a trust that the jurisdiction of courts of equity primarily resis in administration suits, and in creditors’ bills brought against executors or administrators, or after distribution against legatees, for tlie purpose of charging 1hem with a liability to apply the assets of the decedent to the payment of Ms debts. As a part of the ancient and original jurisdiction of courts of equity, it is vested, by the constitution of the United Stales and the laws of congress in pursuance thereof, in the federal courts, to be administered by the circuit courts in controversies arising between citizens of different states. It is the familiar and well-settled doctrino of tills court that this jurisdiction is independent of that conferred by the states upon their own courts, and cannot be affected by any legislation except- that ol' the United States. Suydam v. Broadnax, 14 Pet. 67; Hagan v. Walker, 14 How. 28; Bank v. Jolly, 18 How. 503; Hyde v. Stone, 20 How. 170; Green’s Adm’x v. Creighton, 23 How. 90; Payne v. Hook, 7 Wall. 425, 430. In Payne v.

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Cite This Page — Counsel Stack

Bluebook (online)
83 F. 19, 27 C.C.A. 428, 1897 U.S. App. LEXIS 2062, Counsel Stack Legal Research, https://law.counselstack.com/opinion/martin-v-fort-ca6-1897.