Patton v. Hardison

101 S.W.2d 698, 20 Tenn. App. 585, 1936 Tenn. App. LEXIS 50
CourtCourt of Appeals of Tennessee
DecidedJune 27, 1936
StatusPublished
Cited by3 cases

This text of 101 S.W.2d 698 (Patton v. Hardison) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Patton v. Hardison, 101 S.W.2d 698, 20 Tenn. App. 585, 1936 Tenn. App. LEXIS 50 (Tenn. Ct. App. 1936).

Opinion

FAW, P. J.

This suit may, we think, be aptly characterized as an action of detinue in the chancery court, which action that court may entertain by virtue of its enlarged statutory jurisdiction. Code, sections 8566 and 10377; Gibson’s Suits in Chancery (2 Ed.), section 28, subsees. 16 and 17.

It also partakes of the nature of a suit to compel the trustee of an express trust to account for and deliver to those entitled certain trust property that is or should be in his possession; and, in the latter aspect, it falls within the inherent jurisdiction of a court of equity. Gibson’s suits in Chancery (2 Ed.), section 25.

The complainant is Fannie Louise Patton, a resident citizen of Davidson county, Tennesseee, who sues in the capacity of executrix of the will of her father, W. M. Winters, who died on December 26, 1934, and whose will was duly probated in Davidson county, Tennessee, on January 10, 1935.

The defendant named in the bill is W. F. Hardison, a resident citizen of Davidson county, Tennessee; and complainant alleges that the defendant has in his possession, as trustee under an express trust created by the sixth item of the will of Georg'e W. Winters, deceased (the father of complainant’s testator), certain described promissory notes, aggregating $6,135 (principal), to which notes she has title, and of which she is entitled to immediate possession, as executrix of the will of W. M. Winters, deceased, by virtue of the provisions of the aforesaid wills of George W. Winters and W. M. Winters.

Complainant prayed that she “be decreed the title to these securities, in her capacity as executrix of the W. M. Winter’s estate, and her right to the immediate and exclusive possession thereof be decreed and duly enforced by all necessary orders,” and that she “be given a decree for the accrued interest on the securities while being unlawfully detained by the defendant, including any interest, principal sum or other sums collected by the defendant by reason of his unlawful possession of these securities.”

Defendant answered the bill and admitted that he has in his possession the notes for which complainant is suing; that said notes came into his possession as trustee in the manner stated in the bill; that he had turned over to complainant as executrix of the will of W. M. Winters, before her bill in this case was filed, notes aggregating $39, 880.82 (principal), which constituted all of the aforesaid trust estate in his hands except said notes aggregating $6,135 (principal) for which complainant is suing; that he (defendant) was retaining, and was rightfully entitled to retain, by virtue of a contract made with *587 defendant by complainant’s testator in bis lifetime, the last-mentioned batch of notes as security for certain advancements made by defendant to complainant’s testator (over and above the income of the trust estate) amounting to $6,003.96 as of February 24, 1934.

The foregoing is a brief summary of the issues in this case;'but these issues may not be well understood and determined without a knowledge of certain admitted facts disclosed by the pleadings, and also certain additional allegations in defendant’s answer (filed as a cross-bill) which are not admitted by the complainant.

We will first state'certain admitted facts disclosed by the pleadings. George W. Winters, then a resident citizen of Davidson county, Tennessee, died in the year of 1915, leaving a will which was thereafter probated as his last will and testament in Davidson county, Tennessee, and which, among other provisions, purported to create a trust for the benefit of the testator’s widow and three surviving children. Shortly after the probate of said will of George W. Winters, his widow and children filed a bill in the chancery court of Davidson county for the purpose- of obtaining a construction of said will, and particularly of item 6 thereof, which contained the provisions purporting to create a trust as aforesaid.

The chief contention of the complainants in that suit was that item 6 of said will of George W. Winters, although attempting to create a trust, in effect created a perpetuity and was, therefore, void. The chancery court sustained the contention of the complainants in that case, and decreed that item 6 of said will of George W. Winters was void. On appeal, the Court of Civil Appeals affirmed the decree of the chancellor; but the Supreme Court granted the writ of certiorari, reversed the decree of the chancery court and the Court of Civil Appeals, and decreed that said will created “a valid, binding, active trust” which was not “amenable to any of the objections urged against it.” The opinion of the Supreme Court in that case (prepared by Mr. Justice Fentress) sub nom. Winters v. March, is reported in 139 Tenn., 496 et seq., 202 S. W., 73, and, as a convenient method of stating, not only the settled construction of the will of George W. Winters, but also the contents thereof and certain other pertinent facts, we quote from said opinion as follows:

“This cause involves a contest over the validity of a trust created by the sixth item of the will of G. W. Winters, deceased. The bill was filed by the widow and children of the testator against his grandchildren, who are all minors, and W. F. Hardison, one of the trustees named in the will.

“The chancellor adjudged the trust void, and the Court of Civil Appeals sustained his decree. This court granted the writ of cer-tiorari to that court, and the cause has been argued here.

‘ ‘ The case is presented upon an agreed statement of facts, in which it appears that the deceased was survived by his widow, two sons, *588 and one daughter. It is shown that by successful trading and frugality he had accumulated real and personal property of the value of approximately $250,000, and had effected upon his life policies of insurance, payable to, his estate, for more than $50,000. The testator also left life insurance payable to his widow for $10,000, and to each child for $5,000, which amounts have been paid to them.

“At the time of his death the testator was a member of the partnership of Winters & Hardison, dealers in securities and real estate in Nashville; the junior .member of the firm being W. F. Hardison. The written articles of partnership provided that the firm should not be dissolved by the death of either party, hut that the representatives of the partner dying should designate some one to take the place of the deceased partner, and that the partnership should continue under the firm name until the expiration of the period of five years provided in the articles of partnership. After the death of the testator, his son Jesse T. Winters, who had theretofore been employed by the firm, by the consent of all of the parties interested, was designated to the place of the testator, and the partnership has since continued under the firm name.

“By item 1 of the will the testator provided for the payment of his debts and funeral expenses, which are shown to have been small. By item 2 he devised his residence to his wife for life, and at her death to his son Jesse T. Winters, for life, and at his death to his children. By items 3 and 4 he devised to his other son and daughter each a house and lot for life, and provided that at their death their children should have the lots, respectively.

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Bluebook (online)
101 S.W.2d 698, 20 Tenn. App. 585, 1936 Tenn. App. LEXIS 50, Counsel Stack Legal Research, https://law.counselstack.com/opinion/patton-v-hardison-tennctapp-1936.