Juday, Extr. Etc. v. Lantz
Juday, Extr. Etc. v. Lantz
Opinion of the Court
John A. Pence, late of Elkhart County, Indiana, died On April 13, 1918, seized of the real estate involved in this proceeding together with other lands. He left a last will and testament disposing of said lands under Item 2 thereof which reads as follows:
“ ‘All of the residue of my estate, be the same personal property, real estate or mixed, I will, devise and bequeath as follows :
“ ‘ (a) Unto my beloved daughter, Pearl L. Darr, the undivided one-half C%) of said residue in fee simple. If, at my death my said daughter should not survive me, then I will devise and bequeath the said one half of said residue of my estate to her child or children, share and share alike.
“‘(b) The other one-half (%) of the residue of my estate, I will, devise and bequeath over to my son, Samuel O. Pence, — he to have the rents, profits and income thereof during the time that he and his present wife, Fern Pence shall sustain to each other the relationship of husband and wife, and thereafter, if my said son shall survive such relationship, then over to him in fee absolute. If, however, his wife, Fern Pence should survive him sustaining to him the relationship of wife, then on his death I will, devise and bequeath said remaining one half of the said residue of my estate over in fee to my said daughter, Pearl L. Darr, and in the event of her death at said time, over in fee to her child or children, share and share alike.”
Said will was duly admitted to probate in the Elk-hart Circuit Court and on June 9, 1919, Pearl L. Darr, in consideration of a partition of their common interests, executed a deed to Samuel O. Pence conveying her interest in the land in controversy to him subject to the same conditions and provisions as attached to his inheritance under his father’s will. Samuel O. Pence and his wife Fern were divorced on November 5, 1921,
On October 29, 1952, the appellees brought the present suit against Fern Pence alleging that, under the terms of their grandfather’s will, the said Fern could acquire no interest whatever in the lands involved
Although the appellees filed no pleading asserting fraud in the procurement of the judgment of January 31, 1922, the court permitted them to introduce evidence, over pertinent objections, having no probative value other than to impeach said judgment for fraud in its procurement and for which purpose it was obviously offered. This was error in two particulars. First, where fraud furnishes the ground for any type of relief it must be set up by special plea alleging facts constituting fraud before evidence tending to prove the ultimate fact will be admitted. MacAfee v. Bending (1905), 36 Ind. App. 628, 76 N. E. 412. Second, it constituted a collateral attack on the judgment of January 31, 1922. Where the invalidity of a prior judgment is sought to be shown in a subsequent suit by matter extraneous to the record, such attack is collateral and cannot be made
The Elkhart Circuit Court is a court of general jurisdiction. It had jurisdiction of the subject matter of the quiet title action of 1922 and the record affirmatively shows it had jurisdiction of the parties. Under such circumstances its judgment, even if tainted with fraud, is merely voidable and remains binding on all parties until set aside by a direct proceeding for that purpose. Owen County Council v. State, ex rel. (1911), 175 Ind. 610, 95 N. E. 253; Welch v. Capital Paper Co. (1921), 76 Ind. App. 416, 132 N. E. 313. Its judgment is not void unless the infirmity that makes it so appears on the face of the record. Clark v. Hillis (1893), 134 Ind. 421, 34 N. E. 13; Larimer v. Krau (1914), 57 Ind. App. 33, 103 N. E. 1102, 105 N. E. 936; White v. Bradfute (1914), 56 Ind. App. 708, 104 N. E. 60, 104 N. E. 123. We find no infirmities on the face of the record of said judgment and it necessarily follows that it was not subject to collateral attack as a void judgment.
The appellees made two defenses below against the judgment of January 31, 1922, as a bar to this action. First, they say that, as the beneficiaries of an executory devise, they acquired absolutely no assertable interest in the land involved in said
Judgment reversed and cause remanded with instructions to sustain the appellants’ motion for a new trial.
Royse, J., dissents with opinion.
Dissenting Opinion
Dissenting Opinion
I cannot agree with the majority opinion in this case. I believe it contravenes well-established principles enunciated in prior decisions of this court and the Supreme Court.
Subdivision (b) of Item 2 of the will of John A. Pence, which is the source of this litigation, provides as follows:
“‘(b) The other one-half (%) of the residue of my estate, I will, devise and bequeath over to my son, Samuel O. Pence, — he to have the rents, profits and income thereof during the time that he and his present wife, Fern Pence, shall sustain to each other the relationship of husband and wife, and thereafter, if my said son shall survive such relationship, then over to him in fee absolute. If, however, his wife, Fern Pence, should survive him*559 sustaining to him the relationship of wife, then on his death I will, devise and bequeath said remaining one-half of the said residue of my estate over in fee to my said daughter, Pearl L. Darr, and in the event of her death at said time, over in fee to her child or children, share and share alike.’ ”
It is a fundamental rule in the construction of wills that it is the duty of courts to effectuate the intent of the testator as such intention is gathered from the four corners of the will.
It is my opinion the above quoted provision in clear, positive, unambiguous language expresses the intent of the testator that if Fern Pence survived Sam while she was his wife, this property was to go first to Sam’s sister and if she had died, then to the appellees herein. In other words this was an executory devise.
In Gavit, Blackstone’s Commentaries on the Law (1941 Ed.) pp. 322, 323, such a devise is defined as follows:
“An executory devise of lands is such a disposition of them by will, that thereby no estate vests at the death of the devisor, but only on some future contingency.
“Such devise, not being a present interest, cannot be barred by a recovery, suffered before it commences.” (My emphasis.)
In 4, Thompson on Real Property, p. 813, Sec. 2266, it is stated:
“Indestructibility is an essential element of an executory limitation, and upon the happening of the specified event it springs into being, terminating the preceding determinable fee. The first taker has no power to defeat it by any act of his. When a valid executory limitation has been created the first taker has no power to destroy it by common recovery, unless the limitation over is after an*560 estate tail. An executory limitation differs from a contingent remainder in that the latter may be barred or destroyed by several means, whereas an executory limitation is bound to take effect when the contingency happens, and no fine, recovery, or alteration or sale of the estate after which it is limited will have the effect to prevent its taking effect. £An executory devise can only be destroyed by a failure of the contingency upon which it is to take effect; and it could not, at the common law, be prevented from taking effect when the contingency happened, either by fine and recovery or in any of the modes by which contingent remainders could be destroyed. The executory devise being indestructible, the determinable quality of the fee of the first taker follows any transfer by him.’ ”
In the case of Abernathy v. McCoy et al., etc. (1926), 91 Ind. App. 574, 598, 599 (transfer denied 1930), 154 N. E. 682, this court held that no person can destroy an executory interest merely as such, in another person either by alienation, merger or surrender. See also, Jones and Another v. Miller and Another (1859), 13 Ind. 337.
Section 56-138, Burns’ 1951 Replacement, provides as follows:
“Estates tail are abolished; and any estate which according to the common law, would be adjudged a fee tail, shall hereafter be adjudged a fee simple; and if no valid remainder shall be limited thereon, shall be a fee simple absolute.”
“But this is to be noticed; the statute distinguished between a fee simple, and a fee simple absolute. The only possible distinction between the two is that the latter is subject to no conditions subsequent, while the former may be so subject. It seems fair to say that here again the word 'remainder’ is used in the sense of ‘executory devise’ and if that substitute is made the ambiguity is removed. The statute turns all fee tails into fee
Conceding without deciding that appellees may have been proper parties in the action of 1922, they certainly were not necessary parties. When that action was commenced and determined appellees herein had no interest in this land which they could then have asserted. At that time Sam Pence and Fern were not married. The record of that case introduced in evidence herein shows that Sam asked for and received a fee simple title. But the title he received by that judgment was defeasible in the event he remarried Fern and she survived him while she was his wife. That happened. Pearl Darr died before Sam, and in my opinion, when Sam died leaving Fern as his widow this property under the will of John A. Pence became the property of appellees.
In 5 C. J. S., p. 72, Sec. 1464, it is stated:
“The appellate court will affirm the judgment, order or decree appealed from if it is sustainable on any legal ground or theory apparent on the record, even though such ground or theory differs from that stated by the trial court to be the basis of its ruling or action. (See authorities cited under notes 62 and 63.)
To the same effect see: State ex rel. Garn v. Board of Election Commissioners of Marshall County (1906), 167 Ind. 276, 288-289, 78 N. E. 1016; Central Indiana Railway Company v. Wishard (1917), 186 Ind. 262, 274, 114 N. E. 970; Abernathy v. McCoy et al., supra, p. 582.
Finally, appellants in their brief assert the record herein does not show that in the' 1922 action Sam Pence based his title on the provision of his father’s will and that it may be he acquired title to this property in some other manner. It is an elemental rule that an adjudication in an action is a determination not only as to what was actually decided therein, but also as to every other matter which the parties might have litigated. Wilson v. Buell (1888), 117 Ind. 315, 317, 20 N. E. 231; Mutual Benefit Life Insurance Company v. Bachtenkircher, Receiver (1935), 209 Ind. 106, 114, 198 N. E. 81; Board of Commissioners of Adams County et al. v. State ex rel. Gibson et al. (1948), 226 Ind. 633, 636, 82 N. E. 2d 891. Under the pleadings in this case, if the title acquired by Sam in that case was based on any other mode of acquisition, it was incumbent on
Note. — Reported in 117 N. E. 2d 382.
Reference
- Full Case Name
- Juday, Executor of Last Will and Testament of Pence, Deceased, Et Al. v. Lantz, Myers
- Cited By
- 8 cases
- Status
- Published