Shackelford v. Bullock

34 Ala. 418
CourtSupreme Court of Alabama
DecidedJune 15, 1859
StatusPublished
Cited by5 cases

This text of 34 Ala. 418 (Shackelford v. Bullock) 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
Shackelford v. Bullock, 34 Ala. 418 (Ala. 1859).

Opinion

A. J. WALKER, C. J.

The chancellor having dismissed the complainant’s bill for want of equity, its allegations are to be taken as true. W e shall, therefore, in this opinion, speak of and treat them as facts.

The complainant, John Shackelford, and Maria L. Turner, were married on the 25th January, 1842. The terms of a contract were agreed upon between them before the marriage, and were committed to writing. They, as [425]*425far as it is necessary to notice them in this opinion, were to the effect following: Ihe property of Maria L. Turner ivas conveyed to a trustee, to have and hold in trust for her and the child or children of the contemplated marriage. If Maria L. Turner should survive her intended husband, having issue, then, and in that event, the 'property was to vest in her and her children. Tf Shackelford should survive his intended wife, then the properly was to go to her child'or children. If there were no children of the marriage, the property was to go to Maria I. Turner, if she survived her husband; and if there were no children of the marriage, the property was to go to Shackelford, if he survived his wife. After the reduction of the terms of the agreement to writing, an alteration was agreed upon, to the effect following : That a different person shoidd be the trustee, and that in the event of Maria I. Turner’s surviving her intended husband, having issue, she should have the control of, during her life, or a life estate in, the whole property.

A person present when the alteration was assented to, agreed to procure the writing of a contract containing the terms of the agreement as altered. That person fraudulently procured a contract to be written, varying in its provisions from the agreement, and presented it for execution, as the parties were about to enter upon the performance of the marriage ceremony. The written contract was then executed, without reading it, under the belief by the parties that it corresponded with the previous agreement. The only variation of the written contract from the agreement of the parties, necessary to be here noticed, is made by the last clause, which is in the words following, to-wit: “ Should the said Maria I. die before her intended husband, leaving no heirs of her body, then, and in that case, ihe property above conveyed shall vest in and belong to her natural heirs, discharged of all trusts.”

The phrase, “heirs of the body,” in this clause, qualified by the context, clearly means children. — McVay v. Ijams, 27 Ala. 238; Isbell v. Maclin, 24 Ala. 315. The clause may, therefore, be read thus: “ Should the said Maria L. die before her intended husband, leaving no children, then, and in that case, the property above conveyed [426]*426shall vest in. and belong to her natural heirs, discharged of all trusts.” The estate vested in Maria L. Turner by the marriage-settlement was a trust estate; and the trust could not be regarded as converted into a legal estate, because the duties imposed upon the trustee are such as render it necessary to preserve and keep opeu the trust. Hill on Trustees, 232, 233, 234. The written contract directs that, in the designated contingencies, the heirs shall take the property “discharged of all trusts.” The heirs take, therefore, if they take at all, a legal estate. The ancestor’s estate being equitable, and the estate to the heirs legal; or, in other woi’ds, the two estates being of different quality, the rule in Shelley’s case does not apply, and the word heirs is a word of purchase. — 1 Fearne on Rem. 51; Keyes on Realty, 39, § 71. The limitation over to the “ natural heirs” is not too remote. — Isbell v. Maclin, 24 Ala. 315, aud authorities therein referred to.

Under the executed settlement, those persons who migíit be the collateral heirs of Mrs. Shackelford at her death, took a contingent remainder. The contingency upon which the remainder depended, under the clause above copied, was the death of Mrs. Shackelford without children, in the life-time of her husband. In the very same contingency, the property would have gone to Shackelford, under the agreement fixing the terms of the settlement. The contingency has now happened; and the conflict between the right of Shackelford under the contract actually made, and the right of the heirs under the written settlement fraudulently imposed upon the parties, arises. Shackelford asks by the bill a reformation of the written instrument, so as to make it correspond with the agreement which the parties directed to be reduced to writing, which they intended to execute, and which they thought they were executing.

[2.] The chancellor decided, that the complainant’s right to relief was lost by laches and lapse of time. A period of more than thirteen years intervened, between the discovery of the fraud perpetrated upon complainant, and the commencement of the suit; but the suit was commenced about nine months after the death of Mrs. Shackelford.

[427]*427• Equity could not permit the imputation of laches against the complainant, until it was possible for him to commence suit, in which a decree could be rendered concluding those having a direct interest against the reformation of the contract. He could not sue until there was a person in being against whom he could institute judicial proceedings. The only persons interested in the reforma tion of the deed, in the particular in which it misrepresented the intention of the parties to his prejudice, were those who, at the death of Mrs. Shackelford, might be her collateral heirs. "Who would be the collateral heirs of Mrs. S. at her death, it was impossible to know while she lived. It could not be assumed, that those who would have been her heirs if she had died at the time when the fraud was discovered, or their descendants, would be such heirs when her death occurred. Intervening deaths might, before she died, have exterminated the entire families of those who would have stood in the relation of heirs to her when the fraud was discovered. Until the death of Mrs. Shackelford, the persons adversely interested could not be known ; and it was, therefore, impossible to institute suit against them.

[3.] To the general rule, that the persons interested must be parties to a chancery suit, there is an exception, founded on the doctrine of representation. There are cases, in which parties as plaintiffs are permitted voluntarily to assume, or as defendants are involuntarily charged with, the representation of the rights of persons not before the court. One may sue on behalf of himself and others similarly situated, and a bill may be filed against some persons, on behalf of themselves and all others opposed fo the plaintiff’s claim, where the parties would otherwise be so'numerous that it would be impossible to bring them before the court. But it must be observed that, in such cases, the representation of those persons not parties, by those who are, is only tolerated where all have a common interest in the entire object of the suit, or a common interest in opposing the object of the suit. — Calvert on Parties, 41, (17 Law Library, 25 ;) ib. 43; Mayor of York v. Pilkington, 1 Atk. 284. It is also permitted, that he [428]*428wlio is entitled to the first vested estate of inheritance shall. represent those entitled in remainder or in reversion ; and it is sufficient to bring the tenant for life before the court, where those who are to take in remainder are not in esse. 1 Daniell’s Ch. Pl. & Pr. 274, 275; Story’s Eq. Pl. §§ 144, 145.

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Bluebook (online)
34 Ala. 418, Counsel Stack Legal Research, https://law.counselstack.com/opinion/shackelford-v-bullock-ala-1859.