Partee v. Thomas
Partee v. Thomas
Opinion of the Court
There has grown up in Tennessee, without any statute such as exists in many of the states, a rule that a party out of possession may file a bill in equity to remove, as clouds upon his title, the deeds of an adversary claimant in possession, and thereby recover the land, or rents or profits, the rule being entirely the product of judicial decision. Almony v. Hicks 3 Head, 39, and numerous cases cited; 1 Meigs, Dig. (2d Ed.) p. 479, § 474. If this case were technically a bill to remove clouds from the plaintiff’s title, the question whether a federal court of equity could maintain jurisdiction by reason of this local law would be presented for decision. But while the bill is obviously framed in view of the state practice, and prays only to cancel the defendant’s deeds as clouds on the plaintiff’s title, to be let into possession, and for an' account of rents or profits, it is not a bill to remove clouds at all. It is, or should be, on the facts stated, a bill to declare and execute the trusts of the will, and secure to the plaintiff her equitable estate for life as against breaches of the trust alleged to have been committed by her trustee in his lifetime, by which the defendant has possessed himself of her life estate. The bill contains a general prayer for relief, which is sufficient to maintain it in its true character; but it may also be amended to conform its special prayer to its real purpose, and should not be dismissed for the defect mentioned. Rev. St. § 954; Bump, Bed. Proc. 664. It is like the interesting case of Estill v. Deckerd, 4 Bax. 497, where a bill prosecuted to remove clouds from plaintiff’s title was rejected in that form, but remanded by the supreme court fol amendment as a bill to execute the trusts of the will. The relief granted does not proceed upon the ground of annulling or setting aside the deeds, but is founded on the theory that the title passed to the defendant, and enures in equity to the benefit of the plaintiff. Silver v. Ladd, 7 Wall. 219, 228. And whenever there is an element of trust, our strictest rule of an adequate remedy at law does not apply. Oelrichs v. Spain, 15 Wall. 211, 228.
The remedy of a wife or widow to recover possession of her land, where her trustee, being her husband, has sold it, or his interest in it, is fully discussed by an eminent chancellor on the authority of the Tennessee cases, in Cantrell v. Davidson Co. 3 Tenn. Ch. 427. What precise limitations on these rules of equitable relief in the state
But it is strenuously argued that Partee, the plaintiff’s husband, was never trustee, because, it is said, the chancery proceedings substituting him were inoperative for that purpose. If this be so, it does not affect the jurisdiction, as the result would he that the legal title passed to the heirs at law of Norman T. and Galvin W. Cherry, the original trustees, who are dead. These heirs could be brought in as parties defendant, as in Estill v. Deckerd, supra. Still, the question is important as affecting the defence of the statute of limitations, to be presently considered, and in order to determine whether the heirs at law of the original trustees should have been parties, and whether the bill is defective in that regard. But there is not a sufficient statement of facts in the record as it now stands to decide it.
The bill alleges that Partee was appointed trustee by the chancery court on the resignation of the trustees named in the will, and the plaintiff promises to file a duly-certified copy of the record on or
The next matter for consideration is the character of Partee’s estate, both as trustee and husband, in order to determine the effect of the power of attorney to Citizen S. Wood, and the deed made to the defendant under it. It is insisted that the defendant hero took under the will only a usufruct, in the. discretion of the trustees, and no estate properly speaking; that the whole title, legal and equitable, was in the trustees, and that the defendant received title by tho trustees’ deed through his attorney in fact, by which means he could convey it. 2 Washb. Real Prop. (4th Ed.) 489, 520. It is to bo observed that if defendant’s contention, that Partee’s substitution as trustee is void, be true, the defendant got no title from him as trustee, but only such as he had as husband; and if his wife had only such usufruct as the trustees named in the will should in their discretion determine was for her benefit, the defendant got by Partee’s deed no estate whatever. Ho may have title under the statute of limitations by holding adversely under color off title to Norman T. and Calvin W. Cherry, the original trustees, but none under the deed. As before remarked, this record does not contain any facts to raise that question, the bill being filed solely on the theory that the substitution of Parteo as trustee was valid, and it can only be presented by a plea or answer fully stating all the facts, both as to the defective chancery proceedings and the relation of the original trustees to the adverse holding. On the other hand, if the plaintiff’s contention, that she took an equitable life estate in the lands, with remainders in fee to her children or her sisters, as the contingencies mentioned in the bill should arise, but with a purely personal and discretionary power in her brothers — the trustees — to sell the estate for reinvestment, be true, then Partee’s deed, whether' good as a trustees’ deed or not, aside from the act of 1850, to be hereafter mentioned, conveyed his own marital interest in his wife’s equitable life estate to the defendant, whether that of the wife was transmitted by the joint power of attorney or not. It is too plain for any argument or citation of authority, whatever may be said about the defeasible character of the estates devised through the discretionary trusts, that the plaintiff did take an equitable life estate under the will, with remainders over to her children or sisters, as the case may be. This appears from the language of the will as relates to her, and from the whole frame-work as
The confusing employment of the words “for her use” and “for her benefit,” etc., does not alter the legal effect of this devise. O'Neal v. Teague, 8 Ala. 345; Allen v. Russell, 19 Tex. 87; Nimmo v. Davis, 7 Tex. 26, 32.
And the same effect is to be given to a devise of equitable as legal estates. Croxall v. Shererd, 5 Wall. 268; Perry, Trusts, § 357. Here the absolute grant of the equitable estate contained in the ninth item in the will is cut down to a life estate by the use of the words “and after her, said Mosella’s, death the whole legacy to be divided among her children if any,” etc. Smith v. Bell, 6 Pet. 68; Poor v. Considine, 6 Wall. 458; Cropley v. Cooper, 19 Wall. 175; Belote v. White, 2 Head, 703; Smith v. Thompson, 2 Swan, 386.
I think it also clear that the powers conferred upon the original trustees to sell for reinvestment are purely personal, and did not pass to the substituted trustee. Belote v. White, stopra, is conclusive on this point, and is in accord with all the authorities. 2 Perry, Trusts, §§ 496, 497, 507; 1 Perry, Trusts, § 249; 2 Washb. Eeal Prop. p. 513, § 22.
The case, then, is that of a husband, as substituted trustee, without any powers under the will to sell, undertaking, by an instrument referring on its face to the source of his powers, to convey the whole estate, (his wife, who had an equitable life estate, joining in that instrument, which iyas a power of attorney,) and the execution of a deed in common form by the attorney in fact. What was the effect of the transactions ? It is too late at this day to deny that- a married woman’s power of attorney to convey lands is void. Aiken v. Suttle, 4 Lea. 103; Gillespie v. Worford, 2 Cold. 632; King v. Nutall, 7 Baxter, 221; T. & S. Code, § 2076. She can only convey by deed, executed according to the statute, and we are bound by the state decisions on this question. But the learned counsel for defendant
The plaintiff’s equitable life estate did not, then, pass by the power of attorney and deed to the defendant. At common law, and in the law courts, a trustee holding the legal title conveys it by his deed to his grantee, but in a court of equity the grantee holds it as the trustee did, when he has natice of the trust, for the cestui que trust, and this by implication of law. 2 Washb. Real Prop. (4th Ed.) p. 519, § 5; p. 514, §§ 23, 24; p. 515, § 25; Perry, Trusts, § 321. It is said in Belote v. White, supra, the conveyance by the trustee was void, and the purchaser acquired no title; but this may be doubtful if a trustee can, by his deed, transmit the title as if he were the owner, (subject, of course, to the trusts,) and the purchaser takes with notice. Be this as it may, if the deed was void the legal title in this case has descended to Partee’s heirs at law, who are defendants to this bill, and they hold it, subject to the trust, for plaintiff. The legal title is, then, either in the defendant in possession or the heirs at law, and it is quite immaterial which, for the purposes of this case.
In regard to Partee’s interest as husband, it may be well to inquire what passed to the defendant under the power of attorney and the attorney’s deed. What was that interest ? The marriage being prior to 1850, (T. & S. Code, § 2481,) which prohibits a husband from selling his own interest in his wife’s lands without her joining in the conveyance in the manner prescribed by statute for the conveyance of a married woman’s land, it may be a question whether that statute has
We come now to the defence of the statute of* limitations. Tenn. Code, §§ 2763, 2765. It is the settled construction of this statute that it bars equitable as well as legal remedies, and that whenever a trustee is barred of his legal remedy or his equitable remedy his cestui que trust is also barred, notwithstanding any disability in the cestui que trust to sue. Id. and notes; 1 Meigs, Dig. (2d Ed.) p. 537, § 519; Belote v. White, supra; Wooldridge v. Planters’ Bank, supra; Goss v. Singleton, 2 Head, 68; Aiken v. Smith, 1 Sneed, 302; Watkins v. Specht, 7 Cold. 592; Meeks v. Olpherts, 100 U. S. 564; Croxall v. Shererd, 5 Wall. 268. It is not necessary to determine whether the holding of the defendant in this case was adverse to the plaintiff in the sense of our Tennessee statute of limitations, under the rule of Croxall v. Shererd, supra, as to adverse possession, or whether the dissenting expression of Mr. Justice Miller is the established rule in Tennessee. But it is difficult to perceive how it can have been adverse if the defendant was entitled to possession — to her possession — through her husband’s deed until his death. If he had never been trustee, and the original trustees had brought ejectment, they would have failed. All they could have done in her behalf or that of the re
I am inclined to the opinion that the result of the decisions on this subject may be thus stated: whether the marriage took place before or after the act of 1850, (Code, § 2483,) whether the disseizin took place before or after that act, and whether any interest passed by the husband’s deed to the purchaser or not, the act operates to save any bar of the statute of limitations as against the wife’s equitable remedy until'three years after discoverture, except'where the bar had given the disseizor a title perfected by lapse of time before its passage, or where there was an outstanding trustee capable of suing. The effect of the act on the husband’s interest or estate, as between him and his wife, or the purchaser from him and her, in cases where the marriage took place before the act, does not alter the above rule as to the statute of limitations, but only serves to limit the relief to which the wife is entitled when she brings the suit. In this case that consideration is of no importance. It might be a very important one where the wife’s suit is brought during the coverture, or by her heirs after her death, in view of the question reserved in McCallum v. Pettigrew, supra, but not here, where the husband never could have been tenant by the curtesy, and is already dead. Why this section of the Code should have the effect to change the previous construction of our statute of limitations without affecting the husband’s estate, so as to deprive him of his vested right of alienation alto
If Parteo was never trustee the case might possibly be different, if there were an outstanding trustee capable of suing, (as to which this record does not speak with certainty;) hut it is the result of my judgment on the case, as now presented, that the demurrer must be overruled.
In reply to what has been said about the hardship of this case, it may be remarked that it is one’s own folly if he does not see that his title is good before he buys subject to a will so plain as this; and in the language of Mr. Justice McFarland “the fraud in this case consists simply in repudiating deeds which arc void, and doing so within tile time allowed by law. While it does appear in many cases to have the element of bad faith, it is not regarded as such a fraud in law as to repel a married woman from the court.” Parker v. Parker, 4 Lea. 392.
Demurrer overruled.
'Note. — Amendments. Section 954 oí the Ilovisod Statutes embraces every step in tile canso clown to the final judgment. Roach v. Hullings, 16 Pet. 319. It confers the power and makes it the duty of courts to cure defects in the record. Woolridge v. McKenna, 8 Fed. Rep. 663. It is remedial, and should be liberally construed. Parks v. Turner, 12 How. 39; Tobey v. Claflin, 3 Sumn. 379; Gregg v. Gier, 4 McLean, 208. The court may allow an amendment adding a prayer for relief. Conveyance by married woman. See Perry v. Mechanics’ Mut. Ins. Co., ante, 480, and cases cited. — [Ed.
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