Owens v. Lackey

25 So. 2d 423, 247 Ala. 537, 1946 Ala. LEXIS 67
CourtSupreme Court of Alabama
DecidedMarch 28, 1946
Docket8 Div. 335.
StatusPublished
Cited by5 cases

This text of 25 So. 2d 423 (Owens v. Lackey) 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
Owens v. Lackey, 25 So. 2d 423, 247 Ala. 537, 1946 Ala. LEXIS 67 (Ala. 1946).

Opinion

STAKELY, Justice.

This is a suit in equity seeking reformation of a deed on the basis of mutual mistake. The bill was filed by Kate Lackey (appellee), the widow of Jesse A. Minnix, deceased, who has remarried. The bill was filed against Laura Mae Owens, individually and as administratrix of the estate of Jesse A. Minnix, deceased, her husband Ulysses Owens, and their two-minor children Junior Owens and Laverne Owens. Laura Mae Owens is the adopted daughter of Jesse A. Minnix, deceased. Laura Mae Owens, individually and as administratrix of the estate of Jesse A. Min-nix, deceased, and her husband Ulysses Owens (appellants), separately demurred to the bill of complaint. The court overruled the demurrer. Hence this appeal.

In addition to showing the relationships set forth above, the case, in substance, made by the bill is as follows: After the-adoption of Laura Mae Owens on April 17, 1920, when she was eight years of age,. Jesse A. Minnix and complainant, his-wife, cared for and supported the child and undertook to educate her. Complainant, although not an adopting parent, treated the child with the care and affection of a natural parent. By her earnings as a school teacher and with other resources, she shared with her husband the expense of providing for the child and aided her husband in the purchase in his name of the “Hurt Farm” of 80 acres-for $2,500 in 1922, and the “Crossville Farm” of 63% acres for $1,200 in 1925. In 1927, against the advice and wishes of complainant and her husband Jesse Min-nix, Laura Mae, at the age of fifteen years, left home and married Ulysses Owens. In 1927 after the marriage, the “Minnixes offered the Owens” free use of a forty acre farm near their home and made improvements thereon. The Owens moved on the farm but refused to stay there when Jesse Minnix declined to give them a deed to it. In 1939 the Minnixes having moved to their farm near Cross-ville and because of the need of the Owens, induced the Owens to occupy and use, rent free, the old homestead of thirty-seven acres. The bill alleges that on July 23, 1940, “ * * * said Minnixes made the following agreement with said Laura Mae Owens: That they would convey to her for her life, with remainder in fee to her Two sons, said 37 acre farm, worth over $4000 and she would relinquish and *541 not claim any part of said Jesse A. Min-nix’s estate so long as either of the Min-nixes lived, and that said Kate Minnix if she should survive said Jesse A. Minnix, was to have all other property real and personal which might be left by said Jesse A. Minnix, with remainder to said Laura Mae Owens of all such property on hand at complainant’s death. That a deed was executed and delivered on that date to said Laura Mae Owens in pursuance of said agreement but by mutual mistake such agreement was not fully set forth in said deed, a copy of which is hereto attached marked ‘Exhibit A.’ ” (Copy of the deed Marked Exhibit “A” will appear in the report of the case.)

Under the aforesaid agreement, the Owens took possession of the thirty-seven acre farm and lived thereon until 1942. It is alleged that the agreement was tripartite and the consideration furnished by the complainant was in part the years of labor and service performed by her in caring for Laura Mae Owens when she was under no legal obligation to do so, but principally, it was complainant’s release of her dower and homestead rights in the aforesaid thirty-seven acre farm; that the consideration furnished by Jesse A. Minnix was the conveyance to the respondents of the thirty-seven acre farm, and the consideration furnished by Laura Mae Owens was her , release of her expectancy in the estate of Jesse A. Minnix and her promise not to claim thereafter any part thereof, except such part as might be left undisposed of by complainant at her death; that the agreement was not only made with the full knowledge and consent of Jesse A. Minnix but was planned by him; that all the obligations resting on Jesse A. Minnix and complainant by said agreement were fully discharged and executed and part of the obligations resting on Laura Mae Owens have been discharged and executed, as shown hereinabove; that by the agreement Laura Mae Owens became a fiduciary, bound to hold the title to any property inherited by her from said Jesse A. Minnix in trust for complainant.

Jesse A. Minnix died intestate on March 2, 1944, leaving an estate consisting of a 63% acre homestead farm at Crossville worth about $4,000, an 83 acre farm adjoining the aforementioned “Mt. Tabor Farm” near Dawson worth about $4,000, ?>n automobile worth $1,100, a note worth $500, three cows worth $139, and also household and kitchen furniture, clothing, groceries and farm tools, all in DeKalb County. He left no debts.

Under the aforesaid agreement complainant retained possession of the homestead and chattels and took possession of the 83 acre farm. She sold the automobile and cows and collected the note. She sold the 83 acre farm for $4,000. The Owens joined in the deed. Out of the proceeds complainant gave Laura Mae $1,000. It is alleged that “Laura Mae Owens fully understood and acquiesced in all of complainant’s actions and recognized them as being in accord with said agreement of July, 1940.”

In October, 1944, complainant moved to Marshall County and there purchased a little home in which for two months she gave the Owens boys room and board without expecting any pay therefor. On January 21, 1945, when the Owens learned of complainant’s engagement to marry Mr. Lackey, they became critical and hostile toward complainant, and thereupon Laura Mae Owens repudiated the aforesaid agreement and the rights of complainant under the agreement. According to the bill, she has improvidently obtained letters of administration on the estate of Jesse A. Minnix, deceased, for the purpose of interrupting and interfering with complainant’s use and enjoyment of the personalty left by the decedent, and Ulysses Owens is aiding and abetting her in such conduct.

The prayer of the bill is for a construction and enforcement of the aforesaid agreement; that complainant be declared to be the owner of all the property left by Jesse A. Minnix as of the date of his death, subject to the right of Laura Mae Owens to inherit so much of same as may be undisposed of at complainant’s death, and that the aforesaid deed- be reformed sc as to include the said agreement, and that complainant’s title be quieted and that Laura Mae Owens be required to quit claim any right of possession or dominion over said property, and be required to perform specifically her obligations under the agreement. The prayer is also for general relief.

It is apparent that the alleged agreement does not conform to testamentary requirements. Hence it is argued that there is no basis for reformation, since a *542 court will not grant reformation in order to establish what amounts to an invalid devise. We think, however, that there is a misapprehension about the matter. .There is no effort to make a will for Jesse Minnix, deceased. Rather, the purpose is to establish an agreement to become effective upon his death as to the property he then owned. This court has upheld similar agreements. The effect is to create a trust on his estate enforceable against his heirs, and to enforce the trust specific performance is available. Cowin v. Salmon, 244 Ala. 285, 13 So.2d 190; Hughes v. Davis, 244 Ala. 680, 15 So.2d 567; Wagar v. Marshburn, 241 Ala. 73, 1 So.2d 303. Taking the bill from this broad viewpoint, the bill has equity.

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Bluebook (online)
25 So. 2d 423, 247 Ala. 537, 1946 Ala. LEXIS 67, Counsel Stack Legal Research, https://law.counselstack.com/opinion/owens-v-lackey-ala-1946.