Miller v. Jeffress
Miller v. Jeffress
Opinion of the Court
I think that as the witnesses examined to prove the alleged donation vary somewhat as to the
Such was the contemporaneous construction given to these words by the party who claims under them. He attempted to set them up as a nuncupative will and failed. Yiewing the words as clearly testamentary, that they were so intended, and not as importing any present gift or parting with dominion over the thing, I am of opinion the appellee is not entitled to claim the bonds as a donatio causa mortis.
I am also of opinion, that the distributees of Paschal Fowlkes had a right, under the circumstances of this case, to maintain a suit in equity, and are entitled to a decree declaring that the bonds in question, or their proceeds in the hands of said Jeffress were a part of the
But I do not think it will be regular to decree distribution until an administrator de bonis non of Paschal Fowlkes is appointed and brought before the Court; and the appellants, the plaintiffs in the Court below, should, after the right to recover is ascertained, be required to make the representative of Paschal Fowlkes a party.
We cannot, as it seems to me, treat any thing done by John Fowlkes deceased, the administrator of P. Fowlkes as amounting to a conversion of these bonds as assets by him in his character as administrator, so as to make him and his sureties responsible for the amount and interest. Because in the first place no such issue is made by the pleadings in this cause. It is not averred that John Fowlkes as administrator has collected the bonds; on the contrary it is distinctly alleged that they never were in the possession or under the control of the administrator; that they had been assigned to the firm of Jeffress & Co., were in the possession of Jeffress when the testator died, were claimed by Jeffress as his own, and collected, and the proceeds held by him as his individual property. The only claim asserted against the administrator John Fowlkes, is for his breach of trust or negligence in not having during his lifetime received the bonds into his possession.
If the debtor was insolvent, and the debt had been lost by the negligence of the administrator, though he would have been responsible to the distributees, the measure of his responsibility would not have been the same as where he had done acts amounting to an actual conversion of the assets. If this is to be considered as an actual conversion by John Fowlkes as administrator in his lifetime, then in the event of Jeffress proving insolvent, the distributees would be entitled to charge
I think, therefore, the decree should be reversed and a decree entered affirming the liability of said Jeffress to the estate of P. Fowlkes deceased, for the bonds in question or the proceeds; and remanding the cause with leave to the appellants to amend by making the administrator de bonis non of P. Fowlkes deceased a party, and for further proceedings in order to a settlement of the administration accouut, and collection of the amount of the said bonds, and distribution of the estate amongst those entitled.
Baldwin, J. delivered the opinion of the Court.
The Court is of opinion, that the appellee Jeffress has shewn no right to the bonds assigned to and placed in the hands of Jeffress & Co. (of which firm he was a partner,) by Paschal Fowlkes dec’d, in his lifetime, for collection; the subsequent parol gift to said Jeffress, under which he claims, having never been perfected by delivery, which was not the less essential to its validity because the gift was in the donor’s last sickness, and in contemplation of approaching death. A donatio mortis causa is of a mixed character, being partly testamentary and partly donative : from an indulgence to the nature of the emergency, the law dispenses with the solemnities of a testament; and for that very reason requires the essentials of a gift. A delivery is indispensable to the validity of a donatio mortis causa. It must be an actual delivery of the thing itself, as of a watch or a ring; or of the means of getting the possession and enjoyment of the thing, as of the key of a trunk or a warehouse in which the subject of the gift is deposited ; or, if the thing be in action, of the instrument by using which, the chose is to be reduced into posses
’ It is not the possession of the donee, but the delivery to him by the donor, which is material in a donatio mortis causa: the delivery stands in the place of nuncupation, and must accompany and form a part of the gift: an after acquired possession of the donee is nothing ; and a previous and continuing possession, though by the authority of the donor, is no better. The donee by being the debtor or bailee or trustee of the donor, in regard to the subject of the gift, stands upon no better footing than if the debt or duty were owing from a third person. - A debt or duty cannot be released by mere parol, without consideration; and where there is nothing to surrender by delivery, the only result is, that in such a case, there cannot be a donatio mortis causa ; and the release, without valuable consideration therefor, must be by testament, or by some instrument of writing which would be effectual for the purpose inter vivos.
To allow a debtor, or one holding the property of another, to shift his relation and acquire the ownership of the subject, by parol evidence of mere words importing a voluntary donation, would introduce in such cases all the mischiefs of fraud, perjury and surprise which the law seeks, as far as practicable, to guard against, by requiring a solemn testament or an executed gift. Here, there being no delivery, the gift was in no wise executed, but only executory and ambulatory,- and might have been revoked by a subsequent testament; which shews that it was in itself merely testamentary, and occasioned in no respect a transfer, extinguishment or suspension of the donor’s dominion and ownership.
The Court, therefore, without deciding whether the administrator and distributees of Henry Fowlkes deceased, one of said distributees of Paschal Fowlkes deceased, are precluded by the compromise with the appellee Jeffress, or on any other ground, in the proceedings mentioned, from obtaining relief in regard to the subject of this suit; or whether the defendants William J. Fowlkes and Paschal J. Fowlkes are so precluded by the disclaimer in their answer — questions which seem not to have been adjudicated in the Court below — is of opinion that the said decree of the Circuit Court, dismissing the bill of the plaintiffs, is erroneous. It is therefore adjudged, ordered and decreed, that the said decree of the said Circuit Court be reversed and annulled, with costs against Jeffress and John Fowlkes’ adm’rs. And the cause is remanded to the Circuit Court, to be there proceeded in according to the principles of the foregoing opinion and decree, and the rights of the parties, in conformity therewith.
Reference
- Full Case Name
- Miller & wife v. Jeffress & als.
- Status
- Published