Perkins v. Lewis

41 Ala. 649
CourtSupreme Court of Alabama
DecidedJanuary 15, 1868
StatusPublished
Cited by13 cases

This text of 41 Ala. 649 (Perkins v. Lewis) 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
Perkins v. Lewis, 41 Ala. 649 (Ala. 1868).

Opinion

BYRD, J.

The decree settling the rights of the parties was rendered upon consent, without prejudice to the demurrer of appellant. This relieves us from reviewing any questions, except those raised by the demurrer. The point upon which the case turns is as to the liability of appellant, as surety on the bond of the executors of the will of Rebecca Bell, deceased; and this involves the construction of the second clause of the will, which is as follows : [See the item quoted above.] It is contended on the one hand, that the devise to the executors, with a power of sale, imposed upon them the performance of the trust as executors, and that their failure in this respect made them and their sureties liable for such failure. The other side insists, that the devise to the executors was merely a designation of persons who were to take the legal estate to the land, in trust for the uses declared, and imposed a personal trust, and not an official one; and that therefore their sureties are not liable for any default of their principals in the per[653]*653formance of the duties prescribed by the above recited clause of tbe will.

Our statutes, at tbe time the bond was given, required tbe judge of probate to take a bond, in double tbe amount of tbe value of tbe real and personal, estate,, and subjected tbe land to tbe payment of tbe debts of the decedent. Tbe executors, under tbe statute, could bold tbe land for tbe payment of debts ; and upon a sale for tbat purpose, under an order of court, they and tbeir sureties might be liable for tbe proper application of tbe proceeds. But would tbe latter be responsible, for any loss occurring from tbe acts or omissions of tbe former, in tbe execution of tbe trusts declared in tbe second clause of tbe will ? . I will proceed to notice some of tbe adjudications touching this interesting question.

In the case of Judson v. Gibbons, (5 Wendell, 228,) it appears that the will devised real and personal property to the executors, upon trust to take care and manage the same, and invest the income for the best interests of the estate, until the youngest child became of full age, and then divide the same among the children of the testator; and as to the shares of bis daughters, upon further trust during their lives. The court held, that the estate thus devised, “ at the testator’s death, belonged to the executors named as trustees, and not as executors. The executors, indeed, were entitled to it in preference, so far as it was necessary for the payment of debts; but the offices of executor and trustee are not necessarily blended.”

In Conklin v. Egerton’s Adm’r, (21 Wendell, 432,) the will empowered the executors named to sell and dispose of real estate, for the most money that could be gotten for the same, and to execute conveyances in fee simple, and to divide the money arising from tbe sale among tbe sisters, nephews, and nieces of tbe testator; the land having been devised to them in a previous clause of tbe will. Tbe question arose, whether an administrator cum testamento annexo, after tbe death of tbe executor, was authorized to execute tbe power conferred upon tbe executor, under a provision of a statute which'declared, tbat “tbe adminisr trators of such will shall have tbe rights and powers, and [654]*654be subject to the same duties, as if they had been named executors in such will.” The court held, that they were not, on the ground that the power, and its exercise, was a personal trust, and was not attached to the executorial office; and that the statute only imposed such duties upon administrators as the will or the law imposed upon the executors as such. Mr. Justice Cowen, delivering the opinion of the court, reviews at some length, and with his usual accuracy and research, the authorities touching this subject. In speaking of the power of the executor under the will in that case, as to the land and personal property devised to the sisters, nephews, and nieces of the testator, he says: “ As the depositor and distributor of a common fund, arising from the avails of real and personal estate in his hands at the same time, or, as he really is, the mere instrument of a devise entirely distinct from the personalty, his acts, in respect to the land, were not, and could not be, performed in his capacity as executor; quoad hoc, he was an agent, acting under a private power of attorney. It is the same thing as if the testator had drawn up separate wills, the one of his personalty, naming Hart as executor, and the other of his land, naming him as the man to make a sale.” He assigns a reason why the administrator with the will annexed is not authorized by law to execute a power to sell land, and perform the trusts conferred on an executor by the will, in the following language : “ My opinion is, both upon the words of the section (of the statute) in question, and its intention as derivable from its history, its reason, and context, that the legislature did not mean to confer on an administrator with the will annexed any greater power than they have provided that he shall give due security to perform. This, in no part of the revised system of administration, extends beyond the personal estate, or assets arising from a sale of real estate for the payment of debts."

The statute law of this State requires the judge of probate to take bond, in a'penalty equal, at least, to double the estimated value of the real and personal property of the estate, conditioned to perform all the duties which are, or may be, required by law as such executor or administrator. [655]*655This was substantially the law when the bond was given in this ease, and its condition is in conformity thereto. Under the provisions of the statute law of this State, I have no doubt that an executor would be liable for the proceeds of a sale of lands, sold under a power given by the will, for the purpose of paying debts, or sold by an order of court for the same purpose, although the land is devised in trust to him for other purposes. This is entirely consistent with the view taken in the case cited from 21 Wendell. The fact that the statute requires an executor to give bond in double the amount of the. real, as well as the personal property, does not necessarily make the executor as such, and his sureties, responsible for the faithful execution of personal trusts imposed on the former by the will. And the main question, therefore, in this case, is, whether the devise of the lot of land to the executors, for the use and benefit of Mrs. Pickens and the grand children of the testator, to be sold by the executors, and conveyed by them to the purchaser, and the proceeds of the sale, when collected, to be divided as directed, constitutes a trust extraordinary, personal to them, or is one that is comprehended within the ordinary duties of an executor or personal representative.

The case last cited came again before the court of errors, and the same questions were again considered.—Vide 25 Wendell, 224.

In Holmes v. Cock, (2 Barb. Ch. 426,) it appears that the executor had fully administered the personal estate, and the only property unadministered was real estate, which was devised to be sold after the death of the widow, who was still living, and the proceeds of sale to be distributed among the residuary devisees. The surrogate had ruled the executor to give security for the faithful discharge of his trust as executor, and he appealed.

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Bluebook (online)
41 Ala. 649, Counsel Stack Legal Research, https://law.counselstack.com/opinion/perkins-v-lewis-ala-1868.