Stakely v. Paterson

51 So. 2d 864, 255 Ala. 437, 1951 Ala. LEXIS 344
CourtSupreme Court of Alabama
DecidedApril 12, 1951
Docket3 Div. 595
StatusPublished

This text of 51 So. 2d 864 (Stakely v. Paterson) 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
Stakely v. Paterson, 51 So. 2d 864, 255 Ala. 437, 1951 Ala. LEXIS 344 (Ala. 1951).

Opinion

BROWN, Justice.

Emily Hillman Paterson died intestate on the 3rd day of August, 1946, leaving surviving her husband (the appellee), complainant in the circuit court, and four minor children, ages 14, 12, 7 and 5, and leaving an estate consisting of real property in the main located in Jefferson and Montgomery Counties. The husband by proceedings in the Probate Court-of Montgomery County was appointed as administrator of the estate and thereafter the administration was removed into the circuit court, in equity, where this bill was filed by the husband in his individual capacity.

The petitioner took 'by curtesy a life estate in all the real estate left by said [438]*438decedent/- ■ the • remainder vesting . in the minor children. The bill . classifies .the property as Parcels No. 1, No.- 2, No. 3 and No. 4. ■ Parcel No. 1 embraces a fractional interest in certain real property located in the City of -Birmingham which produces a rental of about $300- per month attended with expelise for handling, collecting' rents, etc., of $100. Parcel No. 2 consists of a duplex apartment in Montgomery “assessed for taxes as a house and lot, 16 So. Cloverdale Heights.” Parcel No. 3 is the home place of the complainant and his minor children and produces no income. Parcel No. 4 is a piece of unimproved land on the outskirts of Montgomery, Alabama, at the filing of the bill used solely as farm lands producing an income or rental of $400 per annum. The bill alleges that offers have been made by owners of land adjoining parcel No. 4 for the purpose of forming a corporation or association to develop said land and to subdivide it into building lots.

The bill further alleges that said minor children have the vested remainder ‘ in said Parcel No. 4 and that such use as above will be impracticable and inadvisable during the minority of said childreii. “Petitioner is further informed and believes that it is to the ‘best interest of said minor children for this Plonorable Court to determine the present value of petitioner’s life estate in the estate of the said Emily Hillman Paterson, deceased, and based thereon to carve out of said estate and set aside to your petitioner in fee simple parcel No. 4, or a part thereof, in lieu of all petitioner’s right, title or interest in-or'to the real property of which Emily Hillman Paterson died seized, the same being described.in paragraph No. 3 hereinabove, and that the Court will thereupon set aside to the minor children, Judith; Jane, Joan and James,- as tenants in common, in fee simple, all of the balance of said real estate hereinabove described in paragraph No. 3, said children to be thereafter entitled to all of the income from said property set aside to. them by this Honorable Court.”

The original bill prayed that-the court will appoint three competent freeholders to appraise all of the property -owned by-the decedent at the time of her death; that the court will determine and 'fix ' a. reasonable amount of bond for petitioner-as administrator of the estate of Emily Hillman Paterson, deceased; that the-court will determine the “life expectancy of petitioner as the surviving husband of decedent, the reasonable monetary value-of petitioner’s life interest in said property owned by decedent at the time of - her demise, and that so much of said property be set apart to him in fee simple as is-equivalent to the present monetary value of said life estate” and that after setting aside such property to petitioner, the, balance of said property be set aside to. the minor children named above.

The original bill also prayed for partition in the event the court is “reasonably satisfied that the property belonging to-said estate can be equitably divided to the-best interest of said minor children” 'and-that complainant be -appointed as their guardian. The bill also prayed for the: appointment of a guardian.’ad litem and! appellant was so appointed and' accepted..

The bill was amended by striking -that' part of the prayer of the' bill seeking partition'and as amended-also;-.prayed-that the -counsel employed by petitioner to. file the bill 'be compensated out-of the estate “in accordance with 1940 'Code, Title 46, Section 63.”

The guardian ad litem thereupon filed' a demurrer to the bill as amended on the grounds, among others, that “there, is. no equity in the bill of complaint or petition, as last amended” and that “the petitioner does not offer to do' equity;” that it “affirmatively appeárs that the petitioner is not entitled to the relief sought in the bill of complaint or petition, as last amended,” and numerous other-specific grounds, challenging the court’s authority to grant the relief prayed.

The guardian ad litem also-' demurred to the aspect of the bill as last amended' seeking apportionment by the petitioner and respondents based upon the life exr pectancy of petitioner on grounds,. among others, that there is no equity in. said, aspect [439]*439ot the bill and that it appears that petitioner is not entitled to apportionment 'based on his life expectancy and that in■sufficient facts are alleged upon which the court can make apportionment to petitioner based on his life expectancy and for aught that appears petitioner is not entitled to an apportionment based on his life expectancy as a matter of law and other •specific grounds.

Upon submission on the demurrer the ■court overruled the demurrer tO' the bill as a whole and to the several aspects mentioned.

The guardian ad litem annexed with the demurrer and appended there to an answer for said minors alleging: “Without waiving the foregoing demurrer to the bill of complaint or petition as last amended as á whole and to the separate aspects thereof, the guardian ad litem for Judith H. Paterson, Jane W. Paterson, Joan E. Paterson and James D. Paterson does now ■deny each and every material allegation of the said bill of complaint or petition as last amended and does hereby demand •strict proof thereof.”

Thereafter much testimony was taken in open court as' to the value of the respective properties, the income therefrom and going to show the value of the life expectancy of the complainant in the properties. Upon submission on pleadings and proof the court entered a final ■decree adjudging:

“1. That petitioner, Julius P. Patterson, .as administrator of Emily Hillman Paterson, deceased, is entitled to the relief prayed for in said petition as amended.
“2. That more than six months have •elapsed since the granting of letters of administration to petitioner, that notice has been given to all creditors as provided by law, and that all lawful claims against said estate have been paid in full. * * *
“3. That Julius P. Patterson, the life tenant of Emily Hillman Paterson, deceased, whose age at his nearest birthday is 38 years, has a life expectancy, according to recognized tables of mortality, of 31 years. That said life tenant is presently in robust health and may be reasonably expected to live for such period, and that the present worth of his. life interest is valued at 63.6% of the present appraised value of all of said estate.
“4. That the reasonable return on the present value of all of' the property in said estate would be 4% per annum compounded annually.
“5. That the report of Commissioners filed in this cause on the 14th day of November, 1950, be and the same is hereby ratified and confirmed in all things.
“6.

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Bluebook (online)
51 So. 2d 864, 255 Ala. 437, 1951 Ala. LEXIS 344, Counsel Stack Legal Research, https://law.counselstack.com/opinion/stakely-v-paterson-ala-1951.