Roller v. Catlett

86 S.E. 909, 118 Va. 185, 1915 Va. LEXIS 138
Supreme Court of Virginia·Decided November 11, 1915·Published·Cited by 1 cases

Opinion

Whittle, J.,

delivered the opinion of the court.

At the January term, 1906, of the Circuit Court of Rocking-ham county, Charles Catlett, defendant in error, as substituted trustee in the place of Jed Hotchkiss, deceased, former trustee, filed his declaration in ejectment against John E. Roller, plaintiff in error, and others, to recover 5,000 acres of land lying in that county.

Roller, who was permitted to sever from his codefendants, filed a separate plea of not guilty, with a statement of his grounds of defense, and the ease was tried as to him. Neither party required a jury, and the court, on May 12, 1914, rendered judgment for the plaintiff for an undivided twenty-three-thirtieths of the land.

Two preliminary questions are stressed by the plaintiff in error, which first demand consideration.

1. There appears in the record in Middlekauf v. Hotchkiss, a conveyance by virtue of which the defendant, Jed Hotchkiss, as trustee, was invested with the legal title to large boundaries of land in the counties of Augusta and Rockingham, including the Gambill-Houston survey in the latter county, of which the land in controversy, known as the “Hill” tract, constitutes the northeastern portion. Hotchkiss died, and upon motion of the beneficiaries in the trust (and of his widow, who was also his personal representative and sole devisee and legatee) the County Court of Rockingham county, by virtue of an act of the General Assembly, substantially corresponding to the present statute (Acts 1910, p. 579), appointed Charles Catlett trustee in his stead.

Plaintiff in error’s pretension is that, “Whenever there is a simple trust for the payment of debts, or the administration of a trust fund, then the personal representative of the trustee may execute the trust, and a substituted trustee may be appointed to [187] take his place, for the trustee does uot in fact hold the legal title, hut is the mere agent of the parties to execute the trust. But where . . . the legal title is in the party who is acting and is named as trustee, the legal title cannot be divested from him or his heirs except by a conveyance in due form.”

This is not a correct exposition of the statute. It provides as follows: “When a trustee in a will, deed, or other writing, dies or removes beyond the limits of the State, or declines to accept the trust, or when, having accepted, he resigns the same as he may be allowed to do, . . .” the court (formerly including the county court) of the county or corporation “in which such will was admitted to probate, or such deed or other writing is, or might have been, recorded, . . . may, on motion of any person interested, appoint a trustee or trustees in place of the trustee named in such instrument.”

Speaking generally, the line of demarcation between the two classes of cases is this: When the trust is discretionary, or one of personal confidence, the statute does not apply; otherwise, it does apply. The case in judgment unmistakably falls within the latter class. The subject is discussed by Judge Riely, with characteristic lucidity, in Dillard v. Dillard, 97 Va. 434, 34 S. E. 60, where the above distinction is recognized.

2. It is, moreover, insisted that the court erred in overruling the defense of res ad judicata, founded upon a judgment for the defendant in the suit of The Abbott Iron Company (predecessors in title of defendant in error) v. Joseph D. Price and Philip Beck (C. C. 1889), not reported, in the District Oourt of the United States for the Western District of Virginia. The facts of that transaction are these: The trial court upon inspection of the record correctly determined that only an undivided seven-thirtieths of the land was included in that litigation, and having eliminated that interest, gave judgment for the residue. There was no error in that ruling.

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Roller v. Catlett, 86 S.E. 909, 118 Va. 185, 1915 Va. LEXIS 138 (Va. 1915).

86 S.E. 909 (Roller v. Catlett) — published by Counsel Stack Legal Research, free access to 12M+ legal documents.

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