Sanderson v. Gabriel

21 So. 2d 256, 246 Ala. 493, 1945 Ala. LEXIS 315
CourtSupreme Court of Alabama
DecidedJanuary 18, 1945
Docket3 Div. 421.
StatusPublished
Cited by7 cases

This text of 21 So. 2d 256 (Sanderson v. Gabriel) 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
Sanderson v. Gabriel, 21 So. 2d 256, 246 Ala. 493, 1945 Ala. LEXIS 315 (Ala. 1945).

Opinions

FOSTER, Justice.

The question in this case relates to the exercise of a power conferred by the will of Selma Kaufman, deceased on the executor and trustee.

Pending the administration of the estate jurisdiction was removed to the circuit court, in equity, on the petition of the executor who, is also the trustee. Title 13, section 139, Code. Thereupon the trustee filed this .petition in that court praying for a decree:

“1. Ratifying and approving the actions of your petitioner in deciding that the corpus and accumulated income of said trust estate should be distributed to said beneficiaries resident in the United States, to-wit, Alma Gabriel and Carolyn Fried; and
“2. Authorizing and directing your petitioner to make distribution of said trust estate forthwith to the said Alma Gabriel and Carolyn Fried; and
“3. Decreeing that Minna (Speier) Steigerwald, Malwine (Speier) Hartman and Willie Kaufman have no interest in or to any of the bequests, devises or. assets under said will.
“4. Further instructing your petition(er) in the proper administration of said estate.”

The will is alleged to have been executed March 10, 1941, and testatrix died November 28, 1942, and the will was probated and letters issued June 1, 1943. The situation here is with reference to certain features of paragraph XII, which we quote as follows:

“The trustee shall hold said trust estate in trust for the equal usé and benefit of the following persons: Alma Gabriel, now of Mobile, Alabama; Carolyn Fried, now of New- York City; Minna (Speier) Steiger *496 wald, who now resides in Frankfort-on-Main, Germany; Malwine (Speier) Hartman, who now resides in Frankfort-on-Main, Germany; and Willie Kaufman, who now resides in Frankfort-on-Main, Germany. * * * If at any time during the existence of this trust the country in which any of the beneficiaries are at that time residing should engage in war with the United States, then and in that event the share of such beneficiary shall immediately terminate subject to the conditions herein-below set forth, and the proceeds of such beneficiary’s share of the trust, both corpus and income, if any, shall after six months be divided equally among the beneficiaries who are within the United States. It is specifically provided, however, that during said six months interval the beneficiary whose trust has been so terminated shall have the right to show that at the time of the termination of the trust said beneficiary was not residing in a country at war with the United States and if such proof is made within said six months period to the satisfaction of the trustee, whose decision shall be final and which decision shall not be questioned in any way by anyone, then and in that event, said trust shall not terminate but shall remain in full force and effect.
“The decision of the trustee with reference to any distributions of principal and income hereunder or as to matters of residence of beneficiaries shall be final and conclusive and shall not be subject to question or review by anyone and the trustee shall not be liable for any distributions made hereunder or any decisions with reference to matters of residence if such distributions or decisions have been made by the trustee in good faith.”

Petitioner made the following allegations in paragraphs four and six:

“4. Petitioner further avers that two of said beneficiaries of said trust, to-wit, Alma Gabriel and Carolyn Fried, both reside in the United States, the former being a resident of Mobile, Alabama, and the latter being a resident of New York City; that the other three beneficiaries, to-wit, Minna (Speier) Steigerwald, Malwine (Speier) Hartman and Willie Kaufman, are to the best of petitioner’s information and belief residents of Germany, a nation which is at this time and has been since December 8, 1941, engaged in war with the United States; that your petitioner has made diligent and conscientious efforts and inquiry to ascertain if there has been any change in the residence of either of said three benficiaries who are, according to the recitations contained in said will, residents of Germany at the date of the execution of said will, and so far as your petitioner has been able to ascertain they yet reside in Germany, and your petitioner, therefore, avers and states upon such information and belief that said three named beneficiaries, to-wit: Minna (Speier) Steigerwald, Malwine (Speier) Hartman, and Willie Kaufman are and have been since the date of the execution of said will, and during the time that the state of war has existed between the United States and Germany, residents of Germany and that, therefore, in accordance with the provisions of said will, your petitioner has so concluded and has decided in good faith that the shares of said three beneficiaries, to-wit, Minna (Speier) Steigerwald, Malwine (Speier) Hartman and Willie Kaufman, in said trust, and in the estate of Selma C. Kaufman, deceased, have terminated, respectively, and that the proceeds of their shares, respectively, should be divided equally among the beneficiaries who are within the United States, to-wit: Alma Gabriel and Carolyn Fried.”
“6. * * * Petitioner has no actual knowledge as to whether or not Minna (Speier) Steigerwald, Malwine (Speier) Hartman or Willie Kaufman, or either of them, were living at the time of the death of the testator or if all or any of them were living at that time, it has no actual knowledge as to whether any of them has since died. If either of the said named beneficiaries were dead at the time of the death of Mrs. Kaufman or has since died, petitioner has no actual knowledge as to whether or not those so dead left surviving any next of kin entitled to inherit under the statute of descents and distribution in force in Alabama on the date of the execution of said will, and if they did leave next of kin petitioner does not know whether or not said next of kin are over or under the age of twenty-one years. Petitioner further alleges that it has no actual knowledge as to whether or not any or all of the above named, Minna (Speier) Steigerwald, Malwine (Speier) Hartman or Willie Kaufman, or any of them or any of kin as provided in said will are or were of sound mind.”

The trial judge ordered process to be served on the Alien Property Custodian at Washington, D. C., and publication of notice to the non-residents in the Mont *497 gomery Weekly, a newspaper published in Montgomery.

The register certified that the order of publication was duly published as ordered, and notice sent to the Alien Property Custodian by registered mail, who, in writing, accepted service for the alleged aliens; and filed a motion for a stay of the proceedings during the war with Germany and for six months thereafter for the reason that:

"The Trading with the Enemy Act expressly provides ‘that an enemy * * * may defend by counsel any suit in equity or action at law which may be brought against him.’ — 50 U.S.C.App. § 7 (b). The courts have recognized the right of any enemy to defend any action brought against them as being fundamental.

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Related

Corretti v. First National Bank of Birmingham
276 So. 2d 141 (Supreme Court of Alabama, 1973)
Sanderson v. Gabriel
40 So. 2d 101 (Supreme Court of Alabama, 1949)
Pinckard v. Ledyard
38 So. 2d 580 (Supreme Court of Alabama, 1949)
Peach v. First Nat. Bank of Birmingham
25 So. 2d 153 (Supreme Court of Alabama, 1946)
Riley v. Wilkinson
25 So. 2d 384 (Supreme Court of Alabama, 1945)

Cite This Page — Counsel Stack

Bluebook (online)
21 So. 2d 256, 246 Ala. 493, 1945 Ala. LEXIS 315, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sanderson-v-gabriel-ala-1945.