McKenzie v. Jensen

101 So. 755, 212 Ala. 92, 1924 Ala. LEXIS 106
CourtSupreme Court of Alabama
DecidedOctober 23, 1924
Docket1 Div. 321, 321A.
StatusPublished
Cited by4 cases

This text of 101 So. 755 (McKenzie v. Jensen) 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
McKenzie v. Jensen, 101 So. 755, 212 Ala. 92, 1924 Ala. LEXIS 106 (Ala. 1924).

Opinion

BOULDIN, J.

This appeal is to review a final settlement of the estate of a decedent in the probate court. Jorgen Jensen died intestate in 1906. He left a small estate in Baldwin county, consisting of 50 acres of land which was never administered, $279.04, money in bank, and a few items of personalty of little value. He owed one small account and accrued taxes aggregating less than $20. Letters of administration were granted to appellant in 1906. The settlement now under review was in 1922. On this settlement a balance of $33.79 was, on accounting, ascertained to be the amount for distribution, and decreed to the' several alleged distributees of decedents. Both sides appeal.

A brief review of proceedings during the 16 years.the administration was pending is deemed proper to illustrate the principles which we adopt in disposing of the questions raised on direct and cross appeal.

In January, 1910, a settlement was made in the probate court. This settlement was instituted, advertised, and decreed to be an accounting on final settlement. The administrator was charged with personal assets, aggregating $321.24, and allowed credits of $191.90, with commissions and court costs, leaving a balance for distribution of $98.30. After passing the accounts the decree of the court proceeded:

“And it appearing to the court from the statement of the administrator, and from the testimony adduced in open court, that the administrator has been unable to ascertain any lawful heirs or distributees or persons capable of taking said estate: It is therefore ordered by the court that said administrator retain in his hands the sum of $98.30, pending proof of heirship to said estate, and further orders from this court.”

On this settlement an attorney appeared and represented certain residents of Denmark, claiming to be distributees of the estate. An appeal was taken by these heirs to the circuit court. The appeal failed for want of a bill of exceptions. A bill in chancery *94 was then filed by them to remove the administration, review the settlement, and enjoin escheat -proceedings begun by the administrator under sections 3918 et seq., of the Code of 1907. This bill was finally dismissed for failure to amend after demurrer sustained, as we are advised by the record, upon the ground that the settlement made in the probate court was-a final settlement.

In November, 1912, a petition was filed in the probate court setting forth the names of the alleged heirs, that they were all residents of Copenhagen, Denmark, offering to make proof of heirship, and praying that the •escheat proceedings be dismissed and that the administrator be instructed to turn lover to them “the balance of the personal property to which they may be entitled by the decree of this court heretofore rendered.”

No hearing was had until August, 1914, when the administrator filed a motion to discontinue the petition. A hearing was then had on the petition for distribution by the heirs, the motion to discontinue the same, and a motion of the administrator to sell the lands as an escheat under section 3922 of the Code of 1907. A deposition to prove heirship was offered, and numerous objections were made thereto. The decree set out these objections seriatim and overruled them severally, overruled the motion for discontinuance, overruled the motion to sell the lands as an escheat, granted a motion to dismiss the escheat proceedings, and finally decreed:

“That the administrator of said estate pay over to the legal heirs of said estate or to their legal representatives the balance of the personal property to which they may be entitled by the decree of this court' heretofore rendered, after the payment to the judge of this court of all costs attending this proceeding and the administration of said estate, whenever sufficient proof of their identity shall have been made to the satisfaction of the court.”

The administrator prosecuted an appeal from this decree to the circuit court. There the appeal was dismissed. From this judgment an appeal was'taken to this court, and reversed for error in holding:

“That the judgment of the probate court decreeing that the estate descended, rather than escheated to the state, cannot be reviewed on appeal by the administrator, or rather that the judgment or order will not support an appeal by the personal representative.” McKenzie v. Jensen, 195 Ala. 36, 39, 70 So. 678, 679.

The circuit cour£, after the cause was remanded, rendered a judgment adverse to the administrator, from which he again appealed. The appeal was here dismissed because taken too late. McKenzie v. Jensen, 200 Ala. 191, 75 So. 939. This decision was rendered in May, 1917. No further proceedings appear until May, 1922, when the heirs caused citation to issue to the administrator to make final settlement.

On August 3, 1922, the administrator filed a new petition to sell the lands of the estate by escheat proceedings. On August 12, 1922, he filed his accounts and vouchers for a settlement, charging himself with $98.30, the “amount ascertained by decree of the court to be in the hands of the administrator on final settlement of his account in this court had January 12, 1910”; and asking credit for disbursements after that date aggregating $146, amended later to aggregate $246.

The heirs filed written objections seeking to reopen and surcharge items in the settlement ■ of 1910, objecting to disbursements thereafter, seeking to charge up items of personalty lost by the administrator, and interest on the funds in his hands.

The same issue was made on the proof of heirship; the same deposition and objections presented as in 1914.

The court overruled the objections, held the proof sufficient to establish the claims of the distributees, refused to surcharge items in settlement of 1910, charged the administrator with no interest on funds, nor for items of personalty never sold, but lost; disallowed all disbursements since 1910 except premium on bond of 1914, allowed credit for court-costs, leaving balance for distribution $33.79. On all this, our conclusions are:

1. The settlement of 1910, having all the elements of a final settlement except orders of distribution, the fund being retained to find the distributees or conduct escheat proceedings, and followed by the decree in chancery, and again by the election shown in the heirs’ petition of 1912, is properly treated now as a final accounting, and the present settlement limited to the doings of the parties since that date. Ligon v. Ligon, 84 Ala. 555, 4 So. 405; Watts’ Adm’r v. Watts’ Distributees, 37 Ala. 543; Medley v. Shipes, 177 Ala. 94, 58 So. 304.

2. The decree of August, 1914, was a final adjudication that the property of decedent ascended to his heirs and did not es-cheat to the state. This is made clear by the decision of this court in January, 1915, where it is said:

“It conclusively appears that the only dispute or difference between the litigants is whether or not appellee is an heir or distributee of appellant’s intestate, or, in other words, whether the estate descended or escheated.”

It was held a final decree supporting an appeal. McKenzie v. Jensen, 195 Ala. 36, 70 So. 678.

That decree, after appeal to the circuit court, and two appeals to this court, stands unr.eversed.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Wilkinson v. McCall
23 So. 2d 577 (Supreme Court of Alabama, 1945)
Globe Indemnity Co. v. Bruce
81 F.2d 143 (Tenth Circuit, 1935)

Cite This Page — Counsel Stack

Bluebook (online)
101 So. 755, 212 Ala. 92, 1924 Ala. LEXIS 106, Counsel Stack Legal Research, https://law.counselstack.com/opinion/mckenzie-v-jensen-ala-1924.