Tennant v. Tennant

27 S.E. 334, 43 W. Va. 547, 1897 W. Va. LEXIS 61
CourtWest Virginia Supreme Court
DecidedApril 30, 1897
StatusPublished
Cited by2 cases

This text of 27 S.E. 334 (Tennant v. Tennant) is published on Counsel Stack Legal Research, covering West Virginia Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Tennant v. Tennant, 27 S.E. 334, 43 W. Va. 547, 1897 W. Va. LEXIS 61 (W. Va. 1897).

Opinion

Dent, Judge :

Milton Tennant, appeals from a decree of the Circuit Court of Monongalia County rendered in a chancery suit wherein he was plaintiff and Asa Tennant, his brother, was defendant, and assigns as error the dismissal of his bill without granting the relief prayed. The following is a statement of the case: On the 1st day of March, 1880, at the instance of his two sons, Milton and Asa, Jacob Tennant made his will, which is as follows: “I, Jacob Tennant, of Monongalia County, West Virginia, being of sound and disposing'mind and memory, do make, publish, and declare this my last will and testament in manner following ; that is to say : That after my death, and the payment of all my just debts and funeral expenses, my estate, real and personal, of every kind, wherever and however situate, shall be divided, into such number of equal parts as shall be equal to all my children who or whose descendant or deseen dents shall be living at the time of my death, always including in such enumeration my sons, Asa and Milton, whether they, or. either of them, or any descendant of either, be living at the time of my death or not; and that two of such equal aliquot parts be given to my son Asa, or, in case he shall have died, to his heirs at law. Second: That one of such equal or aliquot parts of my estate be given to each of my other children (or to their descendants in case any of them shall have died before me leaving descendants), always excepting and excluding my son Milton and his descendants; the true intent and meaning of this, my will, being that my son Asa shall represent both himself and my son Milton in the distribution of my estate, both real and personal; and that subject to this provision and intention my estate shall pass to my children and their descendants just as the same would pass at law; and the reason of this is not that I discriminate against my son Milton, nor favor my son Asa, but because my said son [549]*549Asa lias advanced to my said son Milton the value of all the interest in niv estate which my son Milton could have but for this will, which is made in fact to enable my said son Milton to obtain said advance from Ins brother, Asa, and with the understanding had in my family that this will is necessary and proper to secure an equal division amongst my children, and that the same shall never be revoked. Witness my signature and seal this first day of March, 1880. Jacob X Tennant. [Seal.] Witnesses: Henry P. Wilson. [Seal.] Ira Bailey. [Seal.]” Milton Tennant insists that he was about to move permanently to Texas, and it was agreed between himself and Asa that the latter was to have his share in his father’s estate, and pay him therefor its value in money; that he did go to Texas, and, after staying about three years, returned,, and settled down on his father’s land, he still being in life; that his father died in July, 1884, and the will was probated, and shortly afterward the land was divided, and two shares were allotted to Asa in accordance with the provisions of the will, but. that plaintiff was permitted to take possession of one of the shares, containing about ninety-one acres, as his own, and held the same until the institution of this suit, repaying Asa with grain, etc., any taxes paid by him; that Asa had never paid him his share in the estate, or any part thereof, but had conceived the intention of holding the appellant’s share by virtue of the will without recompensing him therefor in accordance with the agreement made with his father to make appellant, equal with the other children, and had brought suit to dispossess him. Asa, on the other hand, claims that the appellant agreed to take one thousand dollars for his share, without regard to the question of equality, and that he had fully paid the same, or secured it to be paid at the time; that when the land was partitioned he rented one share thereof to the appellant, who accounted to him for the rent, and that he has always paid the taxes thereon; that at the instance of appellant, be offered to let him have the huid for one thousand five hundred dollars, which sum he claimed it would take to make him whole, and appellant agreed thereto, but, failing to make such payment, he brought suit for possession. Appellant says the agreement was that the price he was [550]*550to pay to retain the land was one thousand five hundred dollars, less the price of eleven and one-fourth acres, sold to Peter Youst, and damages received for a county road and rental for oil lease and pipe-line were to be deducted, which Asa denies. What the contract or agreement was between the parties at the time the will was executed is not all satisfactorily established, there being-no memorandum or statement thereof in writing, other than what the will contains. Asa alleges that he was to pay one thousand dollars to appellant, but he entirely fails to establish such to have been the contract. There is no evidence but his own in relation thereto, which is contradicted by the appellant, who is supported by the language of the will. The evidence, as it appears in the record, decidedly preponderates against the full payment, by him of the one thousand dollars, and yet appellant admits as a matter of compromise he agreed to repay him one thousand five hundred dollars, less certain deductions heretofore mentioned. The terms of the will is the only written evidence as to the contract between the parties, and they are in these words: “And the reason of this is not that I discriminate against my son Milton, nor in favor of my son Asa, but because my said son Asa has advanced to my said son Milton the value of all the interest, in my estate which my son Milton could have but for this will, which is made in fact to enable my son Milton to obtain said advance from his brother, Asa, and with the understanding had in my family that this will is necessary and proper to secure an equal division amongst my children, and that the same shall never be revoked.” The consideration for the will is the value of all the interest of the appellant in the estate of the testator, no part of which is pretended to have been paid at the time of the execution of the will, and it therefore furnishes no evidence of payment.

It is a well-established principle of equity jurisprudence that where a person obtains a devise or bequest in his own name on promise to hold it for the benefit of another, the nominal devisee will be held to be a trustee, and the bequest a trust, for the benefit of such other. As is said in the case of Church v. Ruland, 64 Pa. St. 442: “This doctrine fastens upon the conscience of the party having thus [551]*551procured a will, and then fraudulently refusing or neglecting to fulfill the promise on the faith of which it was executed, a trust or confidence which a court of equity will enforce by compelling a conveyance when the proper time for it has arrived.” Also: “The trust insisted on here, however, owes its validity not to the will or the declaration of the testator, but to the fraud of the devisee. It belongs to a class in which the trust arises ex maleficio, and in which equity turns the fraudulent procurer of the legal title into a trustee to get. at him. ’ ’ The fraud consists in the breach of duty and obligation on the part of the nominal devisee. Story, Eq. Jur. § 781: “In the case of Oldham v. Litchford, 2 Vern.

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Cite This Page — Counsel Stack

Bluebook (online)
27 S.E. 334, 43 W. Va. 547, 1897 W. Va. LEXIS 61, Counsel Stack Legal Research, https://law.counselstack.com/opinion/tennant-v-tennant-wva-1897.