Pugh v. Frierson

221 F. 513, 137 C.C.A. 223, 1915 U.S. App. LEXIS 1352
CourtCourt of Appeals for the Sixth Circuit
DecidedMarch 12, 1915
DocketNo. 2451
StatusPublished
Cited by8 cases

This text of 221 F. 513 (Pugh v. Frierson) is published on Counsel Stack Legal Research, covering Court of Appeals for the Sixth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Pugh v. Frierson, 221 F. 513, 137 C.C.A. 223, 1915 U.S. App. LEXIS 1352 (6th Cir. 1915).

Opinion

WARRINGTON, Circuit Judge

(after stating the facts as above). [1] The decree below, except as to lot 7, is in effect founded on the decision of the Supreme Court of Tennessee in the suit commenced October 1, 1890, and the foregoing statement is necessary to a right understanding of that case. The case is not reported; and the reasons for the conclusion there reached appear in the decree, which was enter[519]*519ed December 4, 1893, and is set forth in the margin.2 The decree states “that all proper and necessary parties were before the court.” This is seriously contested by counsel; and, under the facts of the present record, the determinative issue hinges upon the question so made. Admittedly the present plaintiffs were not parties to that suit, or to any of the proceedings or instruments upon which it was based; and the contention is that in view of their relations to the wills involved they could not be bound by the decree, nor by the deed conveying lot 7. The learned trial judge believed that the plaintiffs “must be deemed to have been before the court by virtue of representation and to be now bound on the principles of such representation.” This is upon the theory that the present plaintiffs were represented by their grandmother, Maria E. Williams, the life tenant; also by their mother, Mary E. Pugh,3 and, as we understand, by her sister and her two brothers. This not only limits the representatives to the life tenant and her immediate children, but treats the daughters and sons alike as holding a vested estate of inheritance under the will of Patrick McGuire, and the two daughters as holding a similar estate under the will of Francis McGuire.

The doctrine of virtual representation is settled, and if applicable here the decree below must be affirmed. The relevancy of this doctrine must depend upon the true intent of certain portions of the wills of Patrick McGuire and Francis McGuire, and whether it was necessary to resort to the doctrine in the suits disposing of the Williams property. Concededly, Maria E- Williams and Ellen K. Mayes, daugh[520]*520ters of Patrick McGuire and sisters of Francis McGuire, received estates only for their natural lives under those wills. The difficulty arises under the provisions of the wills which immediately follow the portions vesting such life interests.4 The part of Patrick McGuire’s will of present application is in the fourteenth clause:

“Arid at the death of my said daughters * * * the share of said property, and the increase of the-same belonging to each, to he equally divided amongst their children then living, or the issue of any which may have died before their parents (their mothers).”

The language of Francis McGuire’s will which is here pertinent, reads as follows:

“On the decease of my said sisters then the portion each takes shall go to the female child or children each may have at the time of her death, share and share alike. * * * In case my said sisters should have daughters married during the lifetime of their mothers and should die before her mother, leaving children, and these children or" any of them should be alive at the decease of my -sisters respectively, the children shall be entitled to the same share the mother would be entitled to if then alive.”

It will be observed that under both of these wills the life tenants were to be succeeded by lines of remaindermen who were described by classes, not by names. It is also to be noticed under the first will that it was not until the death of a daughter of the testator that the share of property embraced in her life estate was “to be equally divided,” and that this distribution was to be made among her “children then living,” including the issue of any of her predeceased children; and this is true in substance and effect under the corresponding provision of the second will. In other words, since the time fixed for distribution of each of the shares among remaindermen was dependent upon a future event, and the remaindermen under each will were subject to fluctuation in numbers by births and deaths, it would seem reasonably plain that, under what is known in Tennessee as the “class doctrine,” the entire interest in the share and the right to control its destiny could vest only in such surviving remaindermen as at the time of the death of the life tenant fell within the class described in the will. This class doctrine is of long standing, and has been-applied regardless of the nature of the property bequeathed or devised. The rule stated in Satterfield v. Mayes (decided in 1850) 11 Humph. (Tenn.) 58, 59, 60, is still accepted as the true definition of the doctrine:

“The rule is well settled that, where a bequest is made to a class of persons subject to fluctuation, by increase or diminution of its number,, in consequence of future births or deaths, and the time of payment or distribution of the fund is fixed at a subsequent period, or on the happening of a future event; the entire interest vests in such persons only as, at that time, fall within the-description of persons constituting such class. * * * Members of the class antecedently dying are not actual objects of the gift. * * * This rule, of course, does not apply where the bequest is to individuals nominatim as in the case of a gift to A., B., and C., children, or brothers, of D., because it would not be a gift to them as a class.”

The subject of the bequest involved-in that case, a negro girl, was given to the testator’s daughter during her natural life, and, after her [521]*521death, the negro girl and “her increase” were “to be equally divided” between the life tenant’s daughters.

In Beasley v. Jenkins, 2 Head (Tenn.) 191, it appeared that the testator had by the fifth item of his will given the residue of his lands to- his brother Hiram “during his natural life,” and directed that upon the brother's death all the lands should be sold and the proceeds “equally divided between all my brothers’ and sisters’ children,” and by the sixth item directed his “executors to sell, immediately, his house and lot in the town of Murfreesboro” and certain personalty, “and divide the money equally amongst my brothers’ and sisters’ children, as soon as possible.” The language employed in the fifth item to describe the remaindermen was the same as that used to describe the beneficiaries under the sixth item. Twenty years elapsed between the death of the testator and that of the life tenant named in the fifth item. It was urged that the persons who took under the sixth item should take the remainder interest under the fifth, although the persons taking under the sixth immediately upon the death of the testator were materially different from those answering to the class 20 years later under the fifth item. It was sought to exclude the rule in Satterfield’s Case, but the court held (2 Head [Tenn.] 193):

“This construction cannot prevail. The rule governs both classes alike. The fund created by each vests in the described class, as a class, as it exists at the time fixed for distribution of the fund.”

In Nichols v. Guthrie, 109 Tenn. 535, 73 S. W. 109, the testator had devised land to his granddaughter during her natural life—

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Bluebook (online)
221 F. 513, 137 C.C.A. 223, 1915 U.S. App. LEXIS 1352, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pugh-v-frierson-ca6-1915.