Smith v. Winn
Smith v. Winn
Opinion of the Court
The opinion of the court was delivered by
On April 6, 1865, William Long, the elder, duly executed his last will and testament, whereby he appointed the defendant, Mary Winn (then Mary Long), James B. Steedman, and his son, William Long, executors. Soon thereafter, and in the same year, he died, and his will was admitted to probate. Mary Long alone qualified as executrix thereof.
The will, among other things, contained the following provision : “It is my will and desire, and I do hereby direct the whole” (that is, the residue of his estate) “shall be appraised and divided by my executors, hereinafter named, into two equal shares or portions; one of which, and that one which my said wife shall choose or select, I give, devise, and bequeath to my said wife, to have, use, and possess, during the term of her natural life or widowhood, and from and after her death I give, devise, and bequeath the same to my children and their representatives, subject to the terms and conditions hereinafter prescribed.” The other half he directed to be divided into nine equal parts, and gave one part to each of his children by name, then alive, and the other to be equally divided between the two children of a deceased son, to be held for life, with remainders over. The will also provides that “in estimating and appraising the value of my estate, I direct that a specie basis shall be used, or such value put upon my property as it would have borne in the year of our Lord one thousand eight hundred and sixty.”
The executrix, in the language of the referee’s report, “appears' to have acted with the most exemplary good faith, and to have' been actuated by a desire to do every one of the legatees equal and exact justice. No step, however unimportant, appears to
On March 21, 1868, the property was appraised for the purpose of making a partition as directed by the will, the appraisers having been appointed by the ordinary, and acting under his warrant. They were three of the former appraisers. On the same day five of the adult legatees signed a written guaranty, “faithfully, honestly, pecuniarily, and everything to a cent of property, to support the executors of the above deceased, in any difficulty in land that she may become engaged in hereafter concerning the estate. ' This, in consideration that they do not charge any commission on the estate.” Among the signers of this guaranty was Janie E. Smith, the plaintiff, and the cestui que trust of Asa Smith, plaintiff. All the legatees who were of age had full notice of these proceedings and consented to and approved of them and received portions under the partition made, including Mrs. Jane Smith and Asa Smith, her trustee.
The referee and the Circuit Judge have concurred in the facts found, and this court can perceive nothing in the case that would justify any interference with their conclusions. For the purposes of this opinion, they need not be further recited in this place.
The principal question of law raised by the appeal concerns the power of the executrix to make the appraisement and partition of the estate, now sought to be set aside. ITa.d she authority alone to execute the power conferred upon the executors to appraise and divide the estate? If it.was a mere naked authority
If it be a power coupled with a trust, it survives and may be executed by one executor where the others die or renounce the office. The test of such a power being coupled with a trust, is that a third party has such an interest as will enable him to call on the executors to execute the trust. Jackson v. Given, 16 Johns., 168 ; Franklin v. Osgood, 14 Johns., 527, 553 ; Caines Cases, 15 ; Taylor v. Benham, 5 How., 266; Peter v. Beverly, 10 Peters, 532. It cannot be doubted that the power in this case was one coupled with a. trust and to be executed by the executors virtute officii, and necessary to be put into exercise in order to execute the provisions of the will. Hence it was properly executed by the only person who qualified as executor.
As to the manner in which the power was executed in 1868, we find nothing to question. The provisions of the will were carried out in the most reasonable and discreet manner. All the adult parties approved of it and participated in its results. They have acquiesced in it for a number of years and could not now complain if any irregularities in the proceedings had been shown to exist. The plaintiffs, especially, are estopped to deny the validity of the transaction by their conduct in connection with it.
Nothing was decided by the Circuit Court in regard to the claim for commissions by the executrix. It was made the subject of a reference in order to ascertain the facts in regard to it.
The judgment of the court is, that the judgment of the Circuit Court be affirmed, and that the case be remanded to the Circuit Court for such further proceedings as may be necessary to carry out the judgment of that court.
Reference
- Full Case Name
- SMITH v. WINN
- Status
- Published
- Syllabus
- 1. Findings of fact by referee and Circuit Judge, approved. 2. The will directed that testator's property should be appraised and divided by the executors “hereinafter named,” amongst his wife and children, and nominated three persons as executors, only one of whom qualified. Held, that the power was not a personal confidence, but was conferred upon the executors oirtute officii and was coupled with a trust in favor of third persons, and therefore might be validly executed by the sole qualified executor. 3. The adult distributees, including a married woman and her trustee, are bound by a partition and division made by the executrix, in which they acquiesced and under which they received portions.