Picot v. Bates

39 Mo. 292
CourtSupreme Court of Missouri
DecidedOctober 15, 1866
StatusPublished
Cited by17 cases

This text of 39 Mo. 292 (Picot v. Bates) is published on Counsel Stack Legal Research, covering Supreme Court of Missouri primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Picot v. Bates, 39 Mo. 292 (Mo. 1866).

Opinion

Holmes, Judge,

delivered the opinion of the court.

This was a petition in equity by the administrator of one of several distributees of the estate of their mother, not making the others parties, against the defendant as trustee in an absolute and express trust under the will of the deceased father, who had been administrator of the mother’s estate, to set aside an alleged settlement of the administrator’s account in the St. Louis Probate Court, on the ground of a false and fraudulent statement of the account, whereby the distrib-utees had been defrauded of their respective shares in the distributable surplus; and the defendant was charged as having received this surplus from the administrators of the estate, when the estate was settled under the will, to be disposed of in accordance with the trust therein contained. The party represented by the plaintiff was not one of the beneficiaries in the trust created by the will.

The defence rested upon the several grounds, first, that the other distributees were not made parties; second, the statute of limitations; third, that the fraud was not proved; and fourth, that there was no evidence of any settlement or allowance of the account rendered by the administrator.

As to the parties, the petition proceeds upon the assumption .that the other distributees are represented by the trustee defendant as beneficiaries under the trusts of the will, and upon the allegation and proofs that all the other distributees of the mother’s estate were such beneficiaries and so represented. To this it may be answered that as beneficiaries of the trust merely they were not therefore represented, also, in their character of distributees of their mother’s estate. [299]*299It may be conceded that this was a demand upon the trust property which existed prior to the creation of the trust, and that the absolute disposition of the trust property was vested in the trustee in such manner that the beneficiaries therein would be sufficiently represented by the trustee defendant in respect of the trust created by the wijl — Sto. Eq. Pl. §§ 149, 215; 2 Smith’s Eq. 389; Osborne v. Farmer, 2 Hare, 556. This would be so, upon general principles, independent of the statute which is relied on — R. C. 1855, p. 1217, § 2. This statute provides that a trustee of an express trust may sue in his own name without joining the beneficiaries with him; but it does not say that he may be sued in that manner. It may be seriously doubted whether it was the intent of this act that the same rule should be applied to a trustee defendant. However this may be- (and it is unnecessary to decide this question now), we think the general principles of equity pleading may be so far relied on in this case. But the trustee cannot be considered as representing the distributees at all in their character of .distributees. Their rights as such have nothing to do with the trust under the will. So far as their rights are concerned, they are adverse to the will. This is a proceeding by a distributee in pursuit of a fund which has come into the hands of the trustee under the will of the deceased administrator of the mother’s estate. The general doctrine of equity is, that, in such a suit, all the dis-tributees, as well as all residuary legatees, must be made parties, as well to avoid multiplicity of suits as to enable the court to make a complete and binding decree, disposing of the whole matter, unless the others are unknown, or cannot be found within the jurisdiction of the court — Sto. Eq. Pl. §§ 73, 89, 90; West v. Randall, 2 Mason, 181; Hallet v. Hallet, 2 Pars. Ch. 20; Daverne v. Fanning, 4 J. Ch. 199. There are some exceptions to this rule, as where, for instance, there is a certain and fixed trust fund, and each ces-tui que trust has a certain aliquot part of it distinct from the others, so that there is no common interest in the object of the bill as in the case of an assignee of one seventh part of [300]*300an ascertained trust fund standing in the name of a trustee. —Sto. Eq. PL § 212. We are by no means satisfied that this is such a case. Here the aliquot part is not fixed by any instrument or contract, but depends upon proof of matter of fact and calculation. Some sort of an account must be taken and stated. Where an account is necessary to ascertain the shares, or the parties in interest stand in different classes, or the entirety is in any way to be dealt with, all the distributees must be made parties before a final decree can be rendered; and it may very well be doubted whether the trustee has not a right to claim that this shall be done for his own protection, and whether he can be compelled to part with any portion of the trust fund until all the parties are brought before the court, so that the whole matter can be determined at once — Phillipson v. Galty, 6 Hare, 281; Adams’ Eq. 318. The distributees stand in different classes here. When the number, kinship, and class of the distrib-utees are ascertained by the evidence, the law fixes the shares. These facts are indeed alleged in the petition, and some evidence was produced; but'there was no party plaintiff or defendant before the court who was in a position to contest these facts, and the absent parties distributees could not be bound by the decree to be rendered. In some cases, as where the plaintiff sued alone for his one fourth part of the trust fund, and it appeared that other persons, not made parties, were entitled to the other three fourths, the court ordered the other three fourths to be paid into court, with liberty to those persons to apply for their shares — 2 Smith’s Eq. Jur. 309. But we find no case where a final decree was made for one share only. It does not appear that the other distributees were either unknown, or beyond the jurisdiction of the court. No good reason is given why they were not made parties. If they refused to join as plaintiffs, they could have been made defendants, under the statute — R. C. 1855, p. 1218, § 3, 4, 5. That they would have been proper parties, there can be no question ; and we are inclined to think they were, in the language of the statute, [301]*301necessary parties to a complete determination and settlement of the questions involved. A demurrer to the petition on the ground of a defect of parties was overruled. We think it should have been sustained.

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