Milbery v. B. F. McLean Investment Co.

243 P.2d 189, 172 Kan. 614, 1952 Kan. LEXIS 269
CourtSupreme Court of Kansas
DecidedApril 12, 1952
DocketNos. 38,187, 38,188 and 38,194
StatusPublished

This text of 243 P.2d 189 (Milbery v. B. F. McLean Investment Co.) is published on Counsel Stack Legal Research, covering Supreme Court of Kansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Milbery v. B. F. McLean Investment Co., 243 P.2d 189, 172 Kan. 614, 1952 Kan. LEXIS 269 (kan 1952).

Opinion

The opinion of the court was delivered by

Parker, J.:

This action was commenced on September 10, 1946, by a minority stockholder of the B. F. McLean Investment Company, a family corporation, asking for the appointment of a receiver for the corporation, which was organized to take over, handle, settle, and distribute the assets of an estate left by an ancestor of all but one of its stockholders. Subsequently, after two stockholders had intervened and remaining stockholders had been made parties by order of the court, the issues were enlarged to include accounting, partition, assertion of additional claims by and against the corporation, enforcement of corporate liens on stock, and other equitable relief. After joinder of issues a trial was had before the Honorable I. N. Williams, judge of the fourth division of the district court of Sedgwick County, Kansas, who died prior to rendering judgment and before completing requested findings and conclusions. Thereafter, by stipulation of the parties, the cause was submitted upon the record to the Honorable George Austin Brown, successor to Judge Williams, who made findings of fact and com elusions of law and rendered a judgment from which each and every party involved in the action has appealed.

Summarized, without attempting to cover every fact of consequence disclosed by a long and tedious record, the events, conditions, and circumstances giving rise to and necessary for a proper understanding of the existing controversy between the parties, can be stated thus:

B. F. McLean, a respected and substantial citizen of Wichita, died testate a resident of Sedgwick county on October 13, 1930, his last will and testament, to which was attached the consent of his widow, being admitted to probate four days later. For present purposes it may be said that under the terms of that instrument he left his estate, which consisted of both real and personal property and was inventoried at some $400,000 subject to debts approximating at least one-half that amount, one-sixth to his son B. Drew McLean, one-sixth to his son John McLean, one-sixth to his daughter Helen McLean, and one-half to his wife, Julia C. McLean, for her life, with a remainder over to his three children, share and share alike; directing that such devisees be appointed as executors of the [616]*616will to serve without bond and with full power and authority to act as they deemed best in order to carry out its terms.

No useful purpose would be served by attempting to relate the activities of the executors while acting under the will of B. F. McLean or to detail the proceedings had in probate court while his estate was in process of administration and in any event it would be impossible to do so because the parties have paid little attention to those matters in the record they seek to have reviewed on appeal. It suffices to say the greater portion of the estate’s indebtedness was in the form of short term notes which had to be paid promptly unless arrangements could be made with the banks to which they were payable to renew them. The estate had no ready cash and to pay such obligations meant that its assets, consisting in the main of bank stock and real estate, would have to be sold at then existing depression prices and at such a sacrifice practically all of them would be exhausted and nothing would be left for distribution to the decedent’s heirs. Mindful of this situation the executors, particularly B. Drew McLean, who was a successful business man and relied on by the other executors to look after the business affairs of the estate, contacted creditors and received assurances that if the heirs would wind up the proceedings pending in probate court and form a family corporation for the purpose of protecting and conserving the assets of the estate they would renew the notes and give them an opportunity to subsequently dispose of such assets under more favorable conditions and at prices which would enable them to ultimately receive substantial financial benefits from the estate of their deceased husband and father. Having received these assurances the executors immediately set about to put into force and effect a plan which would enable them to close the estate in probate court and take over its assets and liabilities as a family corporation. Before this could be done it was necessary to liquidate a relatively small portion of the indebtedness. This, the record indicates, was accomplished by using income received from properties and the proceeds of policies of insurance procured by the deceased testator in his lifetime, five of which were payable to the estate and two payable directly to Julia C. McLean as beneficiary.

Before such plan could be put into operation the executors encountered new and perplexing difficulties. John McLean died in May, 1932, after a long and expensive illness, leaving a will whereby he devised all he possessed, including, of course, his interest in his [617]*617father’s estate, one-half to his widow, Mary B. McLean, and the other one-half in equal shares to his four minor children, Angelein Trook McLean, Johann McLean, now Sanders, Ellis John McLean, and Ruth Keller McLean, now Milbery. John’s death involved the estate still further because he owed considerable money and his creditors had to be paid. Notwithstanding the executors pursued their plans. In order to keep the assets of the B. F. McLean estate intact Julia, Helen, and Drew obligated the B. F. McLean estate, and Drew advanced money personally, in order to pay off the debts left by John McLean with the understanding, agreed to in writing by his widow, that such advancements were to come out of what would come to the John McLean heirs when the B. F. McLean estate was settled. Having thus paid off John’s debts the three living executors with Mary McLean joining, as the only adult heir of John McLean, entered into an agreement on the 5th day of October, 1932. This contract, among other things, provided that all parties thereto desired to form a corporation by which all the properties of the B. F. McLean estate could be handled by and in one entity; that such a corporation with a capital of $200,000 would be formed to conserve the property devised under the terms of the B. F. McLean will until the indebtedness of his estate could be liquidated; that the parties signing the agreement would convey, assign, and transfer all their interests in and to such property to the corporation and that in lieu thereof Julia was to receive 1,000 shares' of stock in the corporation, Helen 333¥3 shares, Drew 333y3 shares, and Mary 166% shares, all such shares to have a par value of $100; that stock to be issued as therein indicated should be deposited in a voting trust and should not be subject to transfer or sale until all the indebtedness of such estate was paid; that the interest of the minor children of John McLean in the B. F. McLean estate would be acquired in some manner and subsequently evidenced by the issuance of an additional 166% shares of stock; that when organized and as a part of the transfer of the contracting parties’ interest in the property, the corporation was to assume and agree to pay all of the outstanding indebtedness of the estate of B. F. McLean, deceased, including such indebtedness as the persons joining in the contract had theretofore either assumed or become obligated to pay; and that Drew McLean was to act as attorney in fact for all the parties with full power to do any and all things necessary and essential to effect organization of the corporation and enable it to commence business.

[618]*618Following execution of the contract the corporation was organized in the name of The B. F.

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Bluebook (online)
243 P.2d 189, 172 Kan. 614, 1952 Kan. LEXIS 269, Counsel Stack Legal Research, https://law.counselstack.com/opinion/milbery-v-b-f-mclean-investment-co-kan-1952.