Wilks's Adm'r v. Greer

14 Ala. 437
CourtSupreme Court of Alabama
DecidedJune 15, 1848
StatusPublished
Cited by12 cases

This text of 14 Ala. 437 (Wilks's Adm'r v. Greer) 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
Wilks's Adm'r v. Greer, 14 Ala. 437 (Ala. 1848).

Opinion

CHILTON, J.

The first question which arises in this case for our consideration, is, whether the estate created by the deed from Francis Wilks to his daughters, Martha Stewart and Mary Greer, is to be considered as a gift purely, or as an advancement, or whether the deed should be construed as a testamentary paper ? An advancement is defined to be, that which is given by a father to a child, or presump[441]*441tive heir, by anticipation of what he may inherit. 17 Mass. Rep. 358; 4 S. & R. 333; 11 Johns. R. 91. In the Distributees of Mitchell v. Mitchell, adm’r, 8 Ala. 414, the court say, when either money or property is advanced to a child, it will prima facie be an advancement under the statute, and must be brought into hotchpot. This legal intendment, which arises in this case as clearly as in the case last cited, must be repelled by those claiming the advance which has not been done in the case before ns. The deed executed by Francis Wilks to his two daughters, in our opinion, vested the right to the slaves conveyed, upon its delivery, and operates as a conveyance in praesenti, and not as a testamentary paper. It is not denied but that the instrument is, in form, a deed, but it is insisted, that regardless of its form, if it be testamentary in its character — that is, amounts to a disposition of the slaves, to take effect after the death of the donor, it. may be proved as a will, and does not operate as a deed. Most of the cases to which we have been referred by the counsel, where instruments somewhat similar to the one in question, have been held to operate as wills, are cases in which such construction was necessary to give effect to the object and intention of the donor, and where the instrument could not operate as a deed, and could be sustained only as an executory devise.

The case before us is unlike the case of Dunn and wife v. The Bank of Mobile et al., 2 Ala. Rep. 152, and Sheppard et al v. Nabors, 6 Ala. Rep. 631. In each of those cases, the instruments could not take effect as deeds, vesting a present interest or title in the donees; for in the case first named, the deed was made to Mrs. Dunn and to her children, then in life, and to those thereafter to be born, and was to take effect after the death of the donor, and in the last case, the donees were not in esse at the time of the gift, so that they could take. It is manifest then, as there could have been no delivery either actual or constructive of the property, the gifts could not take effect as deeds, and the court prevents a failure of the interest by holding them good as testamentary papers.

Such is not the situation of the parties with respect to the [442]*442property in the present case. There is no reason why this deed cannot take effect as a deed, and there is not in onr judgment any rule, either of law or public policy, which forbids its'maintenance as such. No injury to creditors or purchasers can be sustained, for if the deed be executed since the passage of the registry act, and made in this state, it is required to be recorded, and full information may be had by an examination of the records of the county. As to its being a source of domestic frauds, it is a sufficient answer, that courts of equity have ample power to relieve against such frauds, and that were such reservation disallowed, the importunate child who is thus to be the preferred object of a parent’s bounty, would only have to use more adroitness to •procure the execution of the deed without such reservation.

This deed has been regularly recorded. It specifies the parties who are to take by it, and who were capable at the time of its delivery, of taking a vested interest in the estate. It is signed, sealed and delivered as a deed, and contains a covenant of warranty against the grantor and his heirs, &c. The instrument, by its express terms, vests the title to the slaves in the daughters, immediately upon its delivery, but reserves for the use of the donor and his wife during their respective lives, the possession of said slaves. The doctrine of the common law, that there could be no limitation over, after a life estate in personal chattels, has long since been abandoned. To say nothing of the statutes in most of the States of the American Union, which seem to recognize such limitations as valid, we think the doctrine, so far as it carl derive a sanction from judicial decision, is too firmly established now to be called in question. See Child v. Bailie, Cro. Jac. 459; 2 Kent’s Com. 351-2, where the authorities are collated. And many cases show, that if a loss is likely to accrue to the party ultimately entitled to, possession from waste, removal and the like, chancery will interfere, and require security of the party in possession. 3 Hen. & Munf. 503 ; 2 McCord’s Ch. Rep. 32, 143. Further, as to deeds with reservations, see Jarman on Wills, 11, 13, note e. This deed is not ambulatory, or revocable, as a will, and cannot operate as such. It vested the property in the daughter, but the right to the possession was postponed until after the death of [443]*443the donor and his wife. The following cases show, that effect has been given to instruments as deeds, when the possession was postponed: Banks’s adm’r v. Marksberry, 3 Litt. 275; McCutchen adm’r v. McCutchen, 9 Por. 650; Sewell v. Glidden, 1 Ala. R. 52; Myers v. Peek’s adm’r, 2 Ib, 648; Oden v. Stubblefield, Ib. 684; McRae, adm’r, v. Pegues, 4 Ib. 158. Considering the gift as an advance to the daughters, the statute (Clay’s Dig. 197, <§> 25,) requires them to bring the property, or its value, into hotchpot before they can share “ with the other parceners,” in a partition of the estate. Bohn v. Headley, 7 Har. & John. R. 257.

2. At what time shall the value of the property so advanced, be estimated ? The plaintiff in error insists, that its value at the time of the termination of the life estate of'Mrs. Mary Wilks, should be brought into the estate. The statute is in these words, “ and in all cases, the value of the property, at the time it was delivered, shall be fixed by said judge or jury, as the case may be, and the value so fixed, or the value agreed upon by the parties, shall be deducted from the share of such heir, or heirs.” The language of this statute is clear and unambiguous, and in my opinion admits of no other construction than that the heirs advanced shall be chargeable with the value of the property at the time they come to the actual possession of it. The object of the statute was the equal distribution of the property of the father among all his children, and to exclude from any participation in the remainder of his estate, such of his children as refused to bring into the common fund, the portions they had actually received from him. Suppose the slaves conveyed to the daughters had died the day after the execution, registration and delivery of this deed, then, according to the construction contended for by the defendants, they would have been chargeable with the value of the slaves, deducting the Value of the incumbrance, but they are charged for that which they have never received, and can never enjoy. In such case they are not equal with the other child, having received less of the father’s estate than he, and thus is introduced the very inequality which the statute was designed to remedy.

I do not wish to be understood as holding, that there may not be estates .created in remainder, with the value of which [444]

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Bluebook (online)
14 Ala. 437, Counsel Stack Legal Research, https://law.counselstack.com/opinion/wilkss-admr-v-greer-ala-1848.