Saunders' Heirs v. Saunders' Executors

12 Ky. 314, 2 Litt. 314, 1822 Ky. LEXIS 247
CourtCourt of Appeals of Kentucky
DecidedDecember 13, 1822
StatusPublished
Cited by6 cases

This text of 12 Ky. 314 (Saunders' Heirs v. Saunders' Executors) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Saunders' Heirs v. Saunders' Executors, 12 Ky. 314, 2 Litt. 314, 1822 Ky. LEXIS 247 (Ky. Ct. App. 1822).

Opinion

THIS is a bill filed by the devisees, who were also heirs of Robert Saunders, deceased, against his three executors, to'compel the settlement and . distribution of a large estate of the decedent. The court below dismissed the bill with costs ; from which decree the heirs and devisees aforesaid have appealed. The will was proved, and letters testamentary granted in 1805. By its directions, no final distribution was to he made till the youngest son came of age, which was about thirteen years. At the end of about fourteen years and one half, this bill was filed, there having been no previous settlement made of the executorial accounts, with the county court which granted the letters testamentary. Immediately on the service of process in this suit, the executors made an application to the county court for a settlement. Commissioners were accordingly appointed, who reported a separate settle, xnent with each executor, which was approved and re, corded. The executors then filed their answers, red[316]*316dering no other account than what this settlement exhibited, and relying upon it as a full adjustment of the matters claimed in the bill. I'his settlement showed no balance in favor of the appellants, and was made entirely cx parte, and without their presence or concurrence. The appellants objected to it; 1st. as proving nothing when made under the foregoing circumstances; and 2dly. ifit was admitted, it was wholly incorrect in many items and parts, and that it was unintelligible. and did not include much of the matter in controversy. The court below overruled both these grounds and made it the base of the decree, and left it undisturbed in every respect.

We shall consider the validity of the first of these objections to the report; for if that be with the appellants, it is clear that the decree cannot be sustained.

it is a settled doctrine in this court, first established in the case of Wooldridge’s heirs vs. Watkins’ executor, &c. 3 Bibb 349. and followed in many subse. quenl cases, that the settlement of accounts by an executor or administrator with the county court, may be used as evidence prima facie, in a contest with the lieirs or devisees, and this doctrine has also been applied to controversies with creditors. Burnes vs. Burton, 1 Mar. 349. And, indeed, the doctrine is reason, able; for it could not be reasonable to require the executor, both by oath and bond, to account with that pourt, and give it no efficacy in his favor, when rendered. Besides, if the rule was not indulged, executors and administrators could often obtain no kind of quietus, unless they were sued in a court of equity. But, however reasonable and proper this rule may be, itoughtnottobe universa!,and ought to besubject to exceptions. If it were not so,an executor or administrator who was artful and fraudulent, might, by such ex parle proceeding, obtain many unfair advantages, to the detriment and g”eat injury of the heir or distribu, tee, which could never thereafter be taken from him. In this case, the heirs or devisees had applied to a court of equity, which had competent and complete jurisdiction of the whole matter, and could settle, the ac. counts after hearing both parties, and where in the form of legal contro versy, with proper parties before it, interested to prove and disprove their respective claims, complete justice might be done. It is hard to [317]*317Conceive a motive for declining the fair and equal terms proposed by such a tribunal, and then, for the first time, appealing to the county court, unless it is the belief that something might be gained in that way, which could not be had before the chancellor. Hence it is correct to make a settlement with the county court obtained under such circumstances, an exception to the general rule, and to attach to it no validity, and thereby compel the parties to abide by that tribunal, which was first appealed to,and always hears both sides of the contest. There is nothing novel in such a principle. The authority of-both the chancellor and the county court, is concurrent in this matter; and among concurrent authorities, the first which possesses itself of the controversy, may retain and end it, and cannot be ousted b> the, subsequent interference of the other, which then attempts to take up the matter. Hence the first suit before the tribunal first appealed to, may be used to abate the seconds ‘before the last which attempts to interfere. As tlje county court in this and like cases,then, proceeds ex parte, an<l affords no opportunity to the opposite side to attempt to ábate the proceedings, it is but fair to, a flow the plea, after the party appealing to the county court has gone the whole length of the controversy, and to attach to the proceedings no efficacy whatever. Such^'in principle, is the doctrine maintained by the court of appeals' of Virginia, under laws precisely ¿the samp,pith ours, in the case of Anderson & Spark vs. Fox &c. 2 Hen. and Mum. 245, cited at bar. If this doctrine be not correct, the jurisdiction of the chancellor over the estate of decedents, may, in almost every instance, be evaded, and settlements, where one side alone may be heard, will be obtained, and the chancellor left to act the part of a revising court, after the onus probqndi is shifted, and that after the chancellor had possession of the case, entirely on different shoulders from those on which it lay when the parties first came before him. The principles now adopted, will leave executors and administrators quietly to settle their accounts, in due time, before controversy arises, when they have less motive to act improperly; and after controversy commences,' R will compel them to confront their adversary, where every account may pass the proper ordeal. It has been contended in argument, that the case of Burnes [318]*318vs Burton, before cited, goes far enough in principle to support this settlement; because that was the case of a creditor suing for his demand, before a court of la\V, against whom a settlement before a county court, made after action brought, was admitted as evidence primafade, that the administrator, defendant, had fully administered. It must be acknowledged, that that case does go as far in giving validity and effect to such county court settlements, as the principle ought ever to be extended. But without shaking the authority of that case, it is one, where the accounts of the executor or administrator only came collaterally into controversy before a court of law, in a form of action not brought to liquidate the accounts. If the creditor in that case had brought his suit in equity for a full settlement of the administration accounts, and a disclosure of assets, out of which his debt might be satisfied, and had thus made a settlement one of the direct objects of bis suit, the account settled with the county court, after suit brought,, might have been treated very differently.

It follows, therefore, that the court below erred in giving any validity to this account, and that the defendants must be compelled to account, de novo, before that court. In taking this account, the inventory and appraisement, as it is not impeached, ought to be taken as the data, except so far as the prices of the articles therein contained which have been sold, are varied by the sale. To it likewise ought to he added, all moneys due to the decedent at his death, and collected by his executors, and all the profits of his estate since made, or which might, on using reasonable diligence, have been made, in cases where the executors, by culpable negligence, failed to make it profitable.

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Bluebook (online)
12 Ky. 314, 2 Litt. 314, 1822 Ky. LEXIS 247, Counsel Stack Legal Research, https://law.counselstack.com/opinion/saunders-heirs-v-saunders-executors-kyctapp-1822.