Bailey v. Selden , 112 Ala. 593 ( 1896 )

HEAD, J.

George W. H. Minge, who died in 1880, a resident citizen of Marengo county, in this State, left his last will, which was duly established. Its disposition touching the property now in controversy, to-wit, the “Fair Hope” plantation in Perry county, Alabama, ‘ ‘together with all the personal property contained thereon, which is now occupied by my son-in-law, Capt. Joseph Selden,” were, that said plantation and personal property were devised and bequeathed to the testator’s widow, Mary H. Minge, for life, with vested remainder in fee to the testator’s grand-daughters, Mary M. Selden and Maria L. Selden; with the provision, however, that a “reasonable and economical maintenance and support out of the property” be devised and bequeathed to the said Joseph Selden, and that “the said plantation shall be his home during his natural life ;” and with the further provision, that, during the lifetime of the widow, the testator’s grand-children, G. Minge Selden, John A. Selden and Bettie Selden, should receive, from the proceeds of the property, “their education, maintenance and support; ’ ’ and the property was expressly charged therewith .

The dispositions appear to be simple and easily understood. The widow was invested with the legal and beneficial estate, in possession, clothed with adequate legal remedies for reduction to, and maintenance of, her actual possession during her life; subject, however, to the trust that she should permit Joseph Selden to make the plantation his home, during his life, and award to him out of the property, real and personal, a reasonable and economical maintenance and support; and to the further trust, that she should award to the three named grand-children, from the proceeds of 'the property, their education, maintenance and support. In its legal sense, the possession of the property did not belong to Joseph Selden. It belonged to Mrs. Minge, the life tenant, whose duty it was to permit him to have his home upon the place. He could not disseize her, without subjecting himself to a ixossessory action at law, at her suit. The primary source of fxxlfillxnexxt of tbesé trusts for maintexxan.ce woxxld, ixx equity, be the rents, incomes and profits of the property; axxd these provixxg ixxadequate, the corpus, or a part thereof, might, ixx a judicious manner, be so appropriated. The widow, acting in good faith and with just and reasonable judgment and discretion in the observance and execution of the beneficial interests secured to herself and in her cesttds que trusts by the will, and with just regard to the ultimate rights of the remaindermen, was absolute in her right to the possession, management and control of the property, and the discharge of the trusts impossd upon her. If she should abuse the- trust declared for Joseph Selden, he was clothed with ample remedies for redress, in a court of equity. So also, was that forum open to the three grandchildren, named, for redress of any abuse of the trust declared for them. The remaindermen were invested with the usual equitable remedies which pertain to estates of that character, for the preservation and protection of their ultimate interests. The estate of Mrs. Minge, the widow, being legal and in possession, her remedies, in whatever form her rights of possession and enjoyment, growing out of the dispositions of the will, might be invaded, were necessarily legal. We do not say that conditions may not arise which would entitle her to the aid of a court of equity in the administration of her trusts ; as, for instance, it might be, if she should need the aid of that court in the application of the corpus of the property to the purposes of the trusts.

These several rights and remedies of the several classes of persons, referred to, are independent and distinct. The remedies of Joseph Selden do not concern the three grand-children nor the remaindermen. He and the remaindermen have nothing in common with the grandchildren ; nor has he and the latter any interest, in common, with the remaindermen. In the enforcement of their respective beneficial or ultimate interests, in equity, Mrs. Minge — the trustee and tenant of the particular estate — must needs be the prime adversary party, for it is upon her dereliction alone that a resort to equity, by them, could be justified. So long as she remains faithful to her duties, exercising, in the administration and protection of the property, the powers with which the law clothes her, there could be no resort by them, to a court of equity.

Mrs. Minge was, by the will, named, and she qualified, as executrix; but there are no rights of creditors involved in the litigation, and the rights of the parties litigant do not pertain to the executorial office or functions. That character may, therefore, be left out of view.

It was in view of this property, and these interests therein, that the bill in this cause was filed, on the 29th day of July, 1885. The complainants in the original . bill, were, first, the widow, Mary H. Minge; then the remaindermen and their husbands, they having intermarried since the death of the testator, and next the three grand-children, for whose education, maintenance and support, the will provided. The other cestui que trust, Joseph Selden, was the sole party defendant. With the necessary formal allegations as to the will, the relations of the parties and their interests, exhibiting a copy, of the will, the bill averred, that the testator left other large property besides “Fair Hope” and the personal property thereon, which was also devised to the widow for life, and that having plenty to supply her wants she did not insist upon subjecting for her own use and benefit a portion of the income, rents and profits from the Fair Hope place and property thereon, which at the time of testator’s death was in the possession of her son-in-law, Joseph Selden, but that 'she permitted him to collect and retain all of the same, and to remain in possession of the property, and that he is still in possession, appropriating to his own use the rents, &c., and has not accounted to her for any of the annual returns thereof, but has totally neglected to appropriate any of such rents, &c., to the other purposes named in the will; that she, the widow, being the grandmother of the three children, for whose support, &c., the will provided, and their mother having died, and herself, having plenty with which to support them, took the three children to her own home, and did not, for some time, require or demand of her son-in-law, Joseph Selden, any of the annual returns for their education, maintenance and support, but educated, maintained and supported them out of her own income. And the bill avers that the defendant, said Joseph Selden, being in possession and appropriating the rents, &e., to his own use, has set up some claim to the property other than conveyed by the will, and refuses to let the widow as executrix, and as owner of the life estate, share in the management and control of the plantation and the incomes and profits thereof; and is seeking by some pretended claim to defeat the estates of tlie remaindermen, ■who are ignorant of said pretended claim to the fee simple, and know of no claim of his to the lands other than that contained in the will; that the rental value of the property is, to-wit, $1,400 per annum, and that there is danger of the property being wasted and the rents being appropriated by him. The prayer was for an. account from defendant of the rents, incomes and profits received by him since the death of the testator ; that he discover and set forth an account of the personal estate had in his possession, since testator’s death, and how the same has been disposed of, and what part remains in his possession; and set forth a description of every deed, book, account, letter, paper or writing relating to the matters aforesaid, or to his pretended claim to the plantation ; that a receiver be appointed to take charge of the property and rents during the pendency of the suit; that an account be taken of the amount paid out by Mrs. Minge for education, &c., of said three children, and the property- be charged therewith ; and that their future education, &c., be made a charge on the property; that Mrs. Minge be put into the possession of the property and allowed to manage and control it, and receive the rents, &c., and that every claim of the defendant, other than the interest given him by the will, be annulled, and the title of the remaindermen be sustained, and for general relief. After demurrer filed, the complainants voluntarily amended the bill by striking out Mrs. Minge as a party complainant, and making her a party defendant ; and by striking out the prayer that she be put into possession of the property. The demurrers, being re-interposed to the bill as amended, and pointing out, as they did, the manifest misjoinder of parties complainant, the chancellor, properly, sustained the demurrers, for correct reasons stated in his opinion. Indeed, it is apparent that as to each of the three classes of persons originally suing, the bill was wholly without equity. 1. Mrs. Minge’s remedies were abundantly adequate at law. 2. The remaindermen alleged no fact, and offered no prayer, making a case for a decree securing the preservation and forthcoming to them of the property, or any part of it, when the life estate should fall in. The pleader expresses the opinion that the personal property is in danger of being wasted by Joseph Selden,. but no act of Ms is averred showing any disposition of such property, made, attempted or threatened. The Mil shows he still has possession of the property left by the testator, on the plantation. Moreover, a decree for such relief would necessarily be against the life tenant herself, whose legal title, in possession, gave her the legal right and power to maintain possession and preserve the property, consistently with her own proper use of it, for ultimate delivery to the remaindermen when her estate therein should determine. In this case Mrs. Minge came in as a joint suitor with the remaindermen, thereby precluding the legal propriety of any allegation of her own misdoing, as well as the possibility of a decree against her in favor of the remaindermen. The voluntary amendment striking her out and making her a defendant, was one of pure form, since it was effected without the change or addition of an allegation of fact, or the insertion of a prayer for relief against her. The bill contained no allegation of maladministration on her part, endangering the ultimate estate of the remaindermen. If she chose to permit the defendant to have the use and possession of the property, and such use was consistent with its proper preservation (and there is no averment that it was not), the remaindermen had no cause to complain. No pretended claim to the property set up by the defendant could defeat or affect the vested estates in remainder, or the remedies of the remaindermen for their recovery, when their right of possession should accrue. The bill did not pretend to be one to perpetuate testimony in reference to such pretended claim. 3. As to the three grand-children, who were cestuis que trust, the bill was without the shadow of equity. The property belonged to Mrs. Minge for her life, subject to the right of these grand-children, to have her furnish them education, maintenance and support from its proceeds. They had no other interest in the property. The bill expressly averred that Mrs. Minge, of her own volition, permitted the defendant, who, by the will, was entitled to live upon the plantation and have his support therefrom, to occupy and use the property for his own purposes, and that having abundant other means, she desired the children, who had no mother, to come and live with, and be provided for by her; and the bill expressly showed that they did live with her, and that she furnished them their education, maintenance and support down to the time the bill was filed. There was not a show of grievance against Mrs. Minge, nor of prayer for relief against her. Indeed there could not legally be, for Mrs. Minge was a co-complainant with them, and the voluntary amendment made no change of allegation. Thereafter the bill was further amended by striking out the remaindermen and their husbands and making them, but not their husbands, parties defendant; also by making Mrs. Minge, individually, and as executrix, a party defendant. This left as complainants, only the three grand-children for whose education, &c., the will provided. One of these, John A. Selden, was a minor at the time of this amendment, and he sued by John H. Minge, as his next friend. This amendment then proceeded to aver in full the facts relied upon for relief. In form and structure, it is essentially an original bill, introduced, by way of amendment, as a substitute for the original. Being an amendment, it has relation to the time of filing of the original. The rights of the parties, as they then existed, must be adjudged. The amendment repeats, in substance, the formal facts, and interests of the parties in the property. It shows that the property, properly managed, was sufficient to meet all the charges fixed upon it by the will. It avers the permissive possession of the defendant, and that, about the 1st of January, 1885, Mrs. Minge demanded possession of him, which he refused; and has since continued in the possession and enjoyment of the property, excluding the complainants from the enjoyment of the education, maintenance and support therefrom, secured to them by the will. Improper dispositions and exchanges of personalty and wastes of the realty by him, during his possession, are averred; and that he will continue the same unless restrained. It is averred that Mrs. Minge “has not taken and is not now taking, and declines to take, any proper steps to.execute the trust as to said land and personal property created by said will for the benefit of these, complainants.” The amendment expresses that no claim is made for past support, nor future education, but it is averred that complainants have been compelled, at great expense, tq maintain and support themselves since the first day of January, 1885. The prayer is for an account from the defendant of his acts and doings; an account of the original personal property on hand ; that disposed of and that received and exchanged by him. That the interests of the complainants and defendant in the trusts be ascertained and fixed, and reimbursement had by complainants from him for their support since January 1st, 1885, and his interest be charged with the same ; and that the trust be executed by all proper orders and decrees. A receiver is prayed for to take possession, hold and manage the property, under the direction of the court, during the administration of the trust; and there is a prayer for general relief.

We have seen that Mrs. Minge was the owner of the property and had the exclusive right to its possession, management and control, and clothed with legal remedies to effectuate these rights. As to the education, maintenance and support of the complainants she held in trust. Their equities, in that behalf, were to be worked out and enjoyed, through her, as such trustee. So long as she was faithful to the trust, she could not be lawfully interrupted. Any proceeding against her by cestuis que trust must needs aver default or dereliction on her part; and the same is true though the property be actually held by an occupant under her, jointly sued. It is, therefore, obvious that complainants’ right to relief, in this cause, turns upon the averments: 1. That Mrs. Minge “ha.s not taken, and is not now taking, and declines to take, any proper steps to execute the trust,” &c.; and, 2. That complainants have been compelled to provide for themselves since January 1, 1885. There is no claim of default or dereliction, on her part, prior to January 1st, 1885. Up to that time, by the confession, of the bill, the complainants received from her all that tile trust allowed them. Not until then was there any repudiation, by the defendant, Joseph Selden, of her right to the possession and control of the property. It then became her duty to legally assert her rights. As we have intimated, these allegations of default, on the part of Mrs. Minge, speak as of the time the original bill was filed. That was July 29th, 1885. Demurrers were interposed to the amended bill which were overruled by the chancellor, and the cause was submitted for final decree upon pleadings and proofs, including decrees pro confesso against all the respondents except Joseph Selden. The chancellor found that the first alleged ground of equity, viz., that Mrs. Minge “has not taken, and is not now taking, and declines to take any proper stops to execute the trust,” was not sustained; upon which finding he based his decree dismissing the bill. It is evident this conclusion was reached in consequence of the fact that there was a failure of proof of that part of the allegation which states that Mrs. Minge “declines to take any proper steps to execute the trust,” for it is not open, upon the record, to question, that from and after January 1st, 1885, she was actually disseized, and the property held from her adversely, by Joseph Selden, and that she took no steps to assert her rights until she employed counsel to file the original bill in this cause. The decretal order overruling the demurrers to the amended bill established the principle that the filing of the original bill by Mrs. Minge with the other complainants could not be regarded as a performance of the duty which devolved upon her, as trustee, to assert her right of possession, after her disseizin by Joseph Selden, and the chancellor to whom the cause was finally submitted expressed his concurrence in that ruling and his purpose not to modify it. His conclusion, therefore, upon which he dismissed the bill, can be consistently rested upon no other than the proposition above stated, namely, that the effect of the allegation, taken most strongly against the pleader, was that the complainants in the amended bill had requested the trustee, Mrs. Minge, to act, and that she had declined to do so ; and in this, we think the chancellor was right. These complainants had no right to institute proceedings in equity to enforce their equitable rights, in a case like this, without first having moved the trustee to act, resulting in failure to procure action by her. She was the legal owner charged with the duty of bringing all necessary suits for the maintenance of her possession and the proper execution of the trust, by and through which the complainants would enjoy their equitable interests ; and they, the cestuis que trust, would not be permitted to take the matter into their own hands, by a bill of their own, without having made proper effort to obtain the necessary action by the- trustee. — Arnett v. Bailey, 60 Ala. 435. The allegation that Mrs. Minge declined to take proper steps to execute the trust not being sustained by any proof or confession binding upon Joseph Selden, the decree was properly rested upon the ground stated by the chancellor. But, even with less doubt of its propriety, the decree might have been founded upon the failure of the complainants to establish the second alleged ground of equity set forth in the amended bill, namely, that Mrs. Minge, the trustee, had not furnished the complainants their support, &c., from January 1st, 1885, to the filing of the bill, on July 29th, 1885. The proof is absolutely without conflict, and it is expressly admitted in the brief of appellant’s counsel, that Mrs. Minge furnished the complainants, John A. Selden and Bettie Selden, (the latter being the only appellant) with ample support and maintenance, during the entire year 1885 ; and the undisputed proof shows she continued to do so until August, 1886, thus defeating, as to them, the foundation averment upon which their equity rests ; and it need not, at this day, be said that one only, of three complainants, cannot recover; particularly so, in this court, when one of those not entitled to recover only appeals.

Affirmed.