Robinson v. Pierce

118 Ala. 273
CourtSupreme Court of Alabama
DecidedNovember 15, 1897
StatusPublished
Cited by61 cases

This text of 118 Ala. 273 (Robinson v. Pierce) 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
Robinson v. Pierce, 118 Ala. 273 (Ala. 1897).

Opinions

HEAD, J.

On the 30th day of April, 1847, John Falconer, in consideration of $900 paid by Mary Jane Robinson, bargained, sold and conveyed, by deed in fee, with warranty, unto Thomas Welsh, the lands in controversy, situate in the city of Montgomery, Alabama, “in trust and for the sole and separate use and benefit of the said Mary Jane Robinson during her natural life, and, at her death, to the issue of the said Mary Jane Robinson, by her marriage with her present husband, Seth Robinson, free from all liability for the debts, contracts of her present or any future husband, with the power to bargain and sell and such assurances to make of the same to any person, on request of said Mary Jane Robinson, in writing, and invest the proceeds of the sale thereof in such property as the said Mary Jane Robinson may select, and the same to be held subject, in like manner, to the uses and trusts hereinbefore stated.”

On the 30th day of January, 1854, as the deed recites, said “Thomas Welsh, trustee for Mary Jane Robinson, for and in consideration of three thousand dollars, to the said Mary Jane Robinson in hand paid, by Nathnaiel H. Wright, the receipt whereof is hereby acknowledged,” by deed in fee, with warranty, granted, bargained, sold, enfeoffed and confirmed unto the said .Nathaniel H. Wright, a certain part of said lands. This deed was signed and sealed by “Thomas Welsh, trustee,” and by said Mary Jane Robinson. At the same time, Seth Robinson, the husband of said Mary Jane, executed a quit claim deed to said premises to said Wright. By mesne conveyances from. Wright, this property was, in March, 1873, duly conveyed to the defendant, George W. Stone, vesting in him all the title of the said Wright. Immediately after the execution of the Welsh deed to Wright, in Í854, he, Wright, took possession of the granted premises, as rightful owner, and he and those succeeding to Ms right and possession, including the defendant, Stone, have since held independent and adverse possession thereof.

[287]*287On the first day of June, 1858, the said Thomas Welsh and his Avife, by deed, quit-claimed all right, title and interest, in the remaining portion of said lands, to said Seth Bobinson; and, at the same time, Seth Bobinson and his wife, the said Mary Jane Bobinson, for and in consideration of thirty-five hundred dollars paid by Mary 0. Pierce to the said Seth Bobinson, conveyed the same by deed, in fee, with warranty, to said Mary 0. Pierce, Avho Avent into immediate possession as owner, and held independent adverse possession thereof, until her death in 1889.

The said Mary Jane Bobinson died in December, 1889.

On the 5th day of August, 1890, a bill was filed in the chancery court by the remaindermen created by the Falconer deed, against the devisees of said Mary C. Pierce and against the said George W. Stone, setting up alleged breaches of trust on the part of Welsh, the trustee, knoAvn to, and participated in by the said several purchasers from him, and knoAvn to said Stone, in that the purchase money Avas not, in either ease, received and invested by Welsh, as trustee, as required by the terms of the trust, but that the same was suffered to be received, and Avas received, in the one case, by Mrs. .Bobinson, and in the other, by her husband; and the bill avers that he, Welsh, died many years ago without leaving any estate, and Avithout ever having received anything whatever for or on account of the said sales of said trust property; and without ever making, and Avithout any one else making, any reinvestment Avhatever of the proceeds of either of said sales. The prayer Avas that complainants be decreed to be entitled to said lands; that the several holders thereof be required to convey the saíne to them, and that an account of the value of the use and occupation of said property since the death of said Mary Jane Bobinson be taken and the defendants decreed to pay the same, and for general relief. The respondents set up, in bar, inter alia, laches of complainants, and staleness of demand.

The cause coming on for hearing before us, on appeal, upon consideration of the questions and line of argument then prominently addressed to our attention, Ave [288]*288reached the conclusion that the complainants were invested with the legal title to the premises and had an •adequate remedy at law; and we accordingly dismissed the bill. Upon the application of respondents for a modification of our opinion, holding' that the legal title was in the complainants, the case was again elaborately argued by counsel, upon briefs, and new considerations brought to our attention, which uoav convince us that our former opinion Avas erroneous, in the respect above stated, and that the application for a modification of it ought to be granted. We Avill proceed presently to give our reasons for this conclusion.

After that decision, real actions were instituted by the complainants, in the circuit court, and prosecuted to verdicts and judgments in their favor; and from those judgments appeals were prosecuted to this court, and are now before ns. We have before us, also, the said application for a modification of the former opinion, in the equity cause.

The opinion we now hold is that the conveyances executed by Welsh, the trustee, though infected with palpable breaches of trust, apparent upon the faces of the conveyances themselves, were yet, in the view of a court of law, Aralid executions of the trust, passing the legal title in fee to the premises to the grantees, respectively, leaving a resort to a court of equity as the appropriate and only remedy of the beneficiaries of the trust for redress of the breaches of trust committed by Welsh and his vendees.

The first questions are: What title did Wesh, as trustee, have when he conveyed to Wright and Pierce? Was it a fee or less estate? If there is an axiom in the law, it must be regarded as axiomatic, in the construction of active trusts, that t'he trustee, (not a bare donee of a power), irrespective of the estate the instrument purports to convey, will take, thereunder, precisely that quantum of legal estate which is necessary to the discharge of the declared powers and duties of the trust, no more and'no less; so that if t'he instrument imports a larger estate .than is thus essential, it is cut down to the measure of the exigencies of the trust; as where t'he conveyance to the trustee is in fee, and the trusts re[289]*289quire only a life estate in the trustee, only a life estate is vested in him; and if the conveyance is, in terms of a life estate, and a fee in the trustee is necessary, his estate is expanded or enlarged into a fee; or to quote Mr. Lewin: “First, wherever a trust is created, a legal estate sufficient for the execution of the trust shall, if possible, be implied;” and “secondly, the legal estate limited to' the trustee shall not be carried further than the complete execution of the trust necessarily requires.” All commentators and adjudged cases, including a number of our own decisions, concur in these propositions; and as the' principle is ndt disputed, in this case, we will not take the time to cite them. It is also a rule, upon which all are agreed, that whatever be the limitations of the instrument, and whatever estate the- trustee takes, in the beginning, the legal estate in the .trustee is divested out of him, and passed into the cestui que trust, upon the instant that the duties and powers of the trust, from any cause, cease to be active, or cease to require a legal title in the trustee.

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Bluebook (online)
118 Ala. 273, Counsel Stack Legal Research, https://law.counselstack.com/opinion/robinson-v-pierce-ala-1897.