Gregory v. Winston's adm'r
Gregory v. Winston's adm'r
Opinion of the Court
The complainants, who are the appellants here, base their claim to relief upon two distinct grounds, which will be considered in the order in which they are presented.
The first ground applies exclusively to Mrs. Jane ,D. "Winston. Her position is, that Richard M. Winston was her general agent and manager; and as such; obtained control of her funds; that he used her credit and money to the amount of twelve thousand five hundred and fifty dollars and seventy-five cents, in the purchase of the several interests in remainder in the “Poplar Springs estate;” and having taken the deeds in his own name, he held the legal title subject to a resulting trust in her favor, to the extent he had so used her credit and money; and to that extent there is a failure of consideration in the bond which is the subject of controversy.
On the other hand, it is claimed by the defendants, that four of the interests in remainder were purchased by Richard M. Winston, with his own means, or upon his own individual credit. As to the other interests, it is admitted they were paid for with money furnished by Mrs. Jane D. Winston; but it is insisted, the money thus furnished was given to Richard M. Winston byway of advancement. In support of these respective pretensions, the depositions of many witnesses have been taken, including the parties to the controversy. This testimony is conflicting and wholly irreconcilable. As might have been expected, a bitter and protracted family feud is the result. I do not propose to discuss this testimony. Discarding entirely the depositions of the parties, and also the evidence of the witnesses where there
It may be safely assumed, that Mrs. Jane D. Winston, before the sale to her daughter, Miss Sallie P. Winston, was apprised of the contents of Richard M. Winston’s will. She knew he claimed. “ Poplar Spring” estate in remainder, as his property; that he had authorized his executors to sell it; and she knew the terms Upon which the sale was to be made. With this knowledge, she made no objection, when Miss Sallie P. Winston notified the executor of her wish to make the purchase upon the terms proposed. The papers were read over by her, or to her, at her own house, before they were signed and executed by the contracting parties. She knew all the facts; she was perfectly acquainted with the whole arrangement. And yet she never intimated to the executor or to any one else, so far as this record discloses, that “Poplar Spring” belonged to her-in remainder; that it was purchased with her money; and that her son had violated his duty and his contract in taking the deeds to himself. So far from it, she united with her daughter in the bond given for the purchase money; and she saw, without objection or complaint, the deeds executed by the parties, acknowledged and placed on record. Row, supposing that Mrs. Winston did not at the time fully comprehend the nature and bearing of the deeds and the effect of what she had done, she certainly did so afterwards. She had an interview with Mr. James Lyons, for what precise purpose does not appear, and he explained to her the nature of the several papers prepared by him. She tells us, however, she was no better satisfied than before. And yet after this, she insisted upon paying the executor a part of the bond in Confederate currency, not because she desired to rid herself of a burdensome obligation upon
Against this imposing array of facts and circumstances what have we? A single unguarded statement made by Mrs. Rosalie S. Winston, in her deposition, is relied on to annul the deliberate contracts of the parties evidenced by insti’uments of the most solemn nature, and an acquiescence of seveu years. Upon her examination she stated, it was part of the arrangement that compensation should be made by her husband, Richard M. Winston, to Miss Sallie R. Winston, by paying her an intei'est on an estimated principle beginning at the same age, as such advancements were made to Richard M. Winston, until an equal amount of principal should be given to both. I do not attach the slightest importance to this statement, because it is obvious the witness did not understand the drift of the question asked her, or of the answer she gave. Before the examination was concluded, she fully explained her meaning. In her answer to the bill, she states, with great particularity, her understanding of the whole arrangement, and all the facts connected with it. And it is apparent that she did not intend, as a witness, to contradict the statements made in the answer. Besides all this, the fact supposed
It is also insisted, that Mrs. J. D. Winston was, at tbe time of tbe execution of tbe bond and deed, without counsel and ignorant of her rights. But, whose fault is it she was without counsel? She bad ample opportunity of procuring such advice and assistance as she needed. Her friend and adviser, Dr. Price, was present at tbe time, invited there by tbe executor because be occupied that relation. She did not consult- with him; she did not ask for delay. How, if tbe most solemn acts of parties are to be avoided upon averments of this sort, what contracts can ever be enforced ? Plow is such an averment to be answered ? How are tbe courts to define tbe degree of intelligence competent to a valid contract made in tbe absence of counsel and without sufficient information? Ho one, I think, can question Mrs. Winston’s purity of character and integrity of purpose. This record shows that she is a lady of great intelligence and of high social position. But these considerations cannot overcome tbe difficulties in her way. To maintain tbe claim now asserted, she must establish that her own son, in violation of bis duty and bis promises, appropriated her means and money; that be caused deeds to be made to himself for property rightfully her’s; that she was entirely ignorant of bis proceedings for years afterwards, although tbe deeds were executed by members of tbe family and duly placed upon tbe public records of tbe county. She must satisfactorily explain why she expressed no disapproval of tbe purchase made
It is very manifest that Mrs. Winston desired and intended that her son should become the owner of the “ Poplar Springs estate,” after her death. To this end she advanced him the means to purchase the interests in remainder. She was amply able to do so, out of the profits of her estate. She intended also to advance her daughter; and but for the war, she would easily have accomplished that purpose also. The losses she sustained, in common with many others, have prevented the fulfilment of these generous intentions. It is greatly to be deplored; But this change of circumstances cannot convert into a loan that which was simply a gift; nor raise a resulting trust in opposition to the acts and uniform declarations of the parties for a long series of years.
Under all these circumstances, satisfied as I am that the facts do not sustain Mrs. Winston’s claims, I do not deem it necessary to consider the questions of law relating to resulting trusts, so elaborately discussed by the learned counsel.
The second ground of relief applies exclusively to Dr. Thomas L. Gregory. It is insisted that the execution of the fourteen thousand dollar bond, by Miss Sallie P. Winston, pending a treaty of marriage between her and Dr. Gregory, without notice to him, was a fraud upon his marital rights; and such bond is therefore invalid as to him.
In the Countess of Strathmore v. Bowes, 1 Ves. jr. 23, Lord Thurlow said: The question which arises upon all the cases, is whether the evidence is sufficient to raise fraud. Sec also the same ease reported in 2 Cond. Eng. Ch. R. 33, where the same principle is affirmed. In this country, as in England, it is universally agreed that the ground upon which such transactions are' invalidated, as against the husband, is the fraud of the wife. Cole v. O’Neill, 3 Mary. Ch. R.; 1 Story’s Eq. 273; Schoule’s Domestic Relations, 269.
In this State the point has never been decided; though the case of Fletcher v. Ashby, 3 Gratt., leads to the conclusion, that in the opinion of. the court the distinct ground of relief in all this class of cases, is the meditated fraud practiced by the wife upon the intended husband. Judge Allen, speaking for the court, places the decision upon the ground “that the evidence in the record did not show that the deed executed by the wife, prior to the marriage, was executed with intent to commit any fraud upon the marital rights of the husband.”
As to what is sufficient evidence of fraud in such cases, the authorities are not agreed. Goddard v. Snow, 1 Russ. R. 485; Loader v. Clarke, 2 Macn. and Gor. 382;
It is also clear that an obligation founded on a valuable consideration, executed pending a treaty for marriage, cannot be set aside merely because it is concealed from the husband. The case of Blanchet v. Foster, 2 Ves. sen. 264, recognizes the distinction between such an obligation and a mere voluntary settlement. There a bond was given by a woman about to marry; and at her request it was concealed by the obligee from the intended husband. It was held, nevertheless, he could not be relieved against it. LordHardwicke said: “If a woman about to many parts with a portion of her property, or gives a security or assignment, they are relievable against in this court; but where a debt is contracted for valuable consideration, though concealed from the husband, it is no fraud on the marriage.” The decision in Crump et als. v. Dudley, 3 Call 439, obviously proceeded on this ground, though the reasons of the court are not given. In these eases the transaction must of course be bona fide. Eor, if the wife meditates a fraud, and the other party is aware of it, the obligation would be void as to the husband. "With this limitation the husband, so soon as the marriage takes place, becomes bound for all the outstanding debts of the wife, dum sola, of whatever amount. She may owe large sums at the time of the marriage, and have nothing to offset them. She may have studiously concealed their existence from her afB.
Let ns see how these principles aifect this case. I do deem it necessary to discuss at length the much conft’overhM question, whether the contract for the purchase of “ Poplar Springs,” by Miss Sallie P. Winston, was made on the 16th of January 1863, as claimed by the appellees, or in the month of March thereafter, as asserted by the appellants. I am satisfied, however, that the 16th of January is the true period. The letter of Mr. Lyons, enclosing the papers to be executed by the parties, bears date the 12th of that month. The evidence shows they were within a few days thereafter taken by the executor to the house of Mrs. Winston, and there formally executed. Again, it is conceded by all, that the papers were signed the day of the appraisement of B. M. Winston’s estate. There is no controversy upon that point. We have the receipt of the appraisers, showing the payment made them by the executor for their services; and this receipt bears date the 16th of January 1863. Bow, the appraisers and the executor all agree that the appraisers were paid and the receipt given the same day the appraisement was made. Besides this, we have the receipt of the notary, who was present and took the acknowledgment of the parties, for the fee paid by the executor; and this receipt is also dated 16th of January,1863. The same officer, in his capacity of deputy clerk, gave a receipt for his fee, in admitting the deeds to record; and this receipt corresponds in date with the others. Beither the appraiser, nor the notary, nor the appellants, suggest or even hint at any erasure or alteration of the papers. The original receipts are filed with the record; and there is nothing on the face of them to east-the slightest suspicion upon their correctness. It is
And now as to the engagement or treaty for the marriage. Dr. Gregory tells us, he first addressed Miss Winston the latter part of December 1862. She, however, did not give him a definite answer until the Saturday after the 20th of January 1863; at which time the engagement w'as formed. It is clear, then, that there was no treaty of marriage when the purchase was made and the bond executed by Miss Winston. How, it is well settled, that the equity in favor of the husband does not arise, unless it can be clearly made out that at the time of the conveyance of her property by the wife there was an engagement of marriage between them. Kerr on Frauds and Mistake, 219.
It may be conceded, however, that the bond and deeds were executed in March 1863, during the treaty for the marriage. Does the record furnish evidence of any such fraud as invalidates the bond, as to Dr. Gregory; or indeed, of any fraud whatever? It is unnecessary to enter into any extended discussion of the evidence bearing upon this point. A very brief consideration of the facts will dispose of this question.
The will of Diehard M. Winston was admitted to probate early in the spring of 1862. At what period its contents were first made known to Mrs. Winston and her daughter is a matter of controversy. Miss Winston, however, in the summer of that year, stated to a friend she expected to become the owner of “Poplar Springs,” that she had promised her brother Diehard to take it in case of his death. It is very certain, that before the .close of that year, the parties had agreed upon the sale
Again: It appears that the deed of the executor, convoying the property to Miss Winston, and the deed of trust executed by her, were acknowledged before the deputy clerk, and admitted to record on the same day they were executed, or certainly within a few days thereafter. The deed of trust recites the bond, its date and amount, and all the facts and circumstances of the transaction. If, then, the month of March be regarded as the period of entering into the contract, according to the pretensions of the appellants, it appears that the parties, more than a month before the marriage, placed their deeds upon the records of the county; where they were open to the inspection of the intended husband and the entire community. I do not mean to say that this registration is to be regarded as constructive notice to Ur. Gregory. Whether it would have that effect under our statutes, it is unnecessary now to decide. But clearly the promptness displayed in placing the conveyances upon the record, does not indicate any expectation or desire to keep the transaction concealed from the in
The only remaining question to be considered is, whether the bond in controversy was, according to the
It is also to be borne in mind, that the principal of the debt was only to be paid at the death of Mrs. Rosalie S. Winston—an uncertain event. It is hardly presumable that the executor would receive, or agree to receive, a sum thus payable and well secured, in a currency subject to a daily depreciation. Rothing in the record gives the least countenance to such an inference or conclusion.
It is true that Mrs. Winston made a tender of five thousand dollars, sometime in the year 1864; which was refused by the executor. The bond was not then due, and there was not the slightest pretence of right in the tender. But after this, and after Mrs. Winston had con-
For these reasons I am of the opinion there is no error in the decree of the Circuit court, and that the same should be affirmed. In considering the case I have not deemed it important or necessary to pass upon the exceptions to the depositions. These exceptions present novel and difficult questions, only to be decided after a very deliberate consideration, which the court has not been able to give in this ease. My opinion is based upon facts fully established, without reference to the testimony given by the parties. If we should, however, consider that testimony, it would hot change the result. To say the least, it is very conflicting; and being so, the undisputed acts and declarations of Mrs. Jane D. Winston and her daughter, Mrs. Gregory, the instruments executed by them of the most solemn nature, must be regarded as conclusive of the controversy.
Anderson, J. Even if the testimony of Dr. Gregory and his wife, and of Mrs. JaneD. Winston, is excluded, and the ease is to rest upon the testimony of the appellees, I think it is evident that the money which R. M. Winston received from his mother, to purchase the interests in remainder in the “ Poplar Springs” farm, was advanced to him with the understanding that his sister should be equally advanced; and then, and not until '
' She says the first payments were made by R. M. Winston, with, his own money. Afterwards they “were made with the money loaned him by Mrs. Jane D. Winston. It was also a part of the arrangement that compensation should be made to Mrs. Sallie P. Gregory, by paying her an interest on an estimated principal, beginning at the same time—at the same age, I mean—as such advancements were made to her brother, until an equal amount of j)rincipal should be given to both.”
There seems, then, to have been an arrangement or agreement between Mrs. Winston and her son and daughter, as to the terms or conditions upon which she would loan or advance money to her son, to buy up the remainders; and this before he received one dollar of her money for that purpose. And the witness seems to give here, an unvarnished representation of what that arrangement was. It is, in effect, that the mother would loan money to her son for that purpose, upon condition that his sister was-to be made equal, when it was to be his absolutely. And until that could be done, the mother was so intent upon exact equality, that she made it a condition that her daughter, when as old as her brother was when advanced, should receive interest upon the same amount which should be loaned or advanced to Mm.
The money she proposed to allow him to use in the purchase of these shares, was hers, and was not to be his, until his sister was made equal. The annual profits of.
Her counsel then propounded the 38th question, in these words: “You further state, in answer to the 24th question: It was also part of the arrangement that compensation should be made to Miss Sallie P. Gregory, by paying her an interest on an estimated principaland in answer to the 25th question, which is in the. words following, to wit: “’Who was to make that compensation to Salllie P. Winston?” you say: “My husband, I suppose. The estate was bound for this payment until she was made equal.” “ Did you understand, and so intend it to be understood, that E. M. Winston was to pay the said compensation out of his own means, or that the payment was to be made out of the profits of the estate ? Please state fully what you mean by said answer?” This question is also excepted to, upon the ground that it is leading, &c. Considering the relation in interest which the witness stood to the cause, if the question is not illegal, the manner in which it is propounded is calculated to weaken the force of the answer. But if we give it all the credit which the circumstances would warrant, it seems to me that it does not change the effect of her previous unembarrassed testimony. Her answer is: “I answered this question .without thinking on the subject. It is.an absurdity to suppose that Mr. E. M. Winston was bound for the said payments, as his only means were a small salary paid him by his mother, Mrs. Jane D. Winston, for his services rendered on the farm.” She had said, payment was to be made by her husband. I do not think she meant that it was to be paid by him out of his small salary, which she now so
She answers further: “Mrs. Jane D. Winston received all the profits of the estate; and there is no question or doubtthatshe meantto make advancements to her daughter as she had done to her son.” But at that time, when this agreement or arrangement was made, she had made no advancement to her son; and what she then agreed to advance to him ivas her property, and she had a right to advance it with that limitation or condition. Biit that Mrs. Winston intended to make advancements to her daughter I doubt not is true. But her daughter has received no advancement; nor has she received the interest on the sum which her mother advanced to her brother. We have seen that those advancements were made to him on terms, as testified by his widow. Those terms have not been complied with. His sister is entitled to be equally advanced with him; and until that is done, she is entitled to interest on a sum equal to the amount he received. There is no estate in the posses
It is most manifest, if there is one thing certain in this cause, it is, that it was the fixed purpose and determination of Mrs. Jane I). Winston, that her son and daughter should share equally in her estate.' But it is said, that in her circumstances and condition the amount she gave her son was not an unreasonable advancement, and was not at all inconsistent with that purpose; that she had an estate which yielded an income of five or six thousand dollars annually, and that when she advauced the several sums to her son, amounting in the aggregate to about 12,650 dollars, there was a reasonable certainty that she would be able to make her daughter equal. But is this so? The proof is, that her annual income had been very variable; that it had been as low as 3,000 dollars, and had reached as high as 6,000 dollars in a year. But the estate from which she derived her income was principally a life estate; it terminated with her life. If she lived long enough, and her affairs were as prosperous as they had been, she might be able to advance her daughter equally. But the condition she made, that her daughter was to be paid interest, upon a sum equal to that which she agreed to let her son have, for the special purpose before adverted to, until she was made equal to him, shows not only her purpose of exact equality between them, but also that she herself calculated that it might be many years before she could ad
I have given her testimony on this point, in detail, and have dwelt upon it, because, in my opinion, the whole case turns upon it. And as I understand it, it harmonizes, in substance, with the testimony of Mrs. Jane H. Winston. She says explicitly, as the remainder-men were disposed to sell, her son bought them out with her money; and that it was distinctly understood between us that my daughter was to be made equal with him in every particular. And she regarded herself as the owner of the remainders, purchased with her money, until her daughter was made equal. On cross examination she says, when her son made up to her daughter the sum which she advanced, then the place was to be his, at her death. It was understood that the land was to be Richard’s, at her death, if he could make an equivalent for Sallie, out of the farm, of the money she advanced for the purchase of the interests in remainder in the land; for, she says, she “ hadn’t it to give her then, unless he could make it out of the farm.” “ It was a sort of family arrangemejit”
The testimony of E. T. Winston and Bickerton L. Winston, (if his testimony can be considered,) are not in conflict with the testimony of Mrs. Rosalie S. Winston, as it is plainly to be understood. They both say that
if or is the testimony, as understood, in conflict with Mrs. Rosalie S. Winston’s answer. She admits in her answer the general agency of R. M. Winston for Mrs. Jane D. Winston, in her business affairs; but denies that he purchased the remainders “acting as her agent, for her‘use and benefit.” This it is not necessary to controvert, to make good my position. But she admits in her deposition, indeed asseverates, all that is necessary to maintain it.
hfor is the conduct of R. M. Winston, in having the deeds for the remainders executed to himself; nor by his will,'disposing of these remainders; nor is the election of Sallie P. Winston, to take his interest in the land, on the terms he proposed; nor the payment by Mrs. Winston, of interest upon the bonds given by her daughter for the consideration of that purchase, repugnant to this view of the case.
I propose briefly to remark on these several assumptions, in. conclusion. The mother expected the deeds for the remainders to be made to her. The son had them executed to himself, I am persuaded, not doubting that the whole arrangement would be carried out, that his sister would be made equal to him; and that as it was the wish and intention of his mother that he should have the land, and his sister should be made equal with money, her purposes would be fully accomplished by having the conveyances made to himself at once. All these transactions, as well as the making of his will by
BTor can I perceive any thing in the act of Mrs. Jane D. Winston, in paying interest on the bond executed by
■ This was a family arrangement; and, the way I view it, is consistent with the amiable, refined and honorable
If the view which I have taken of the case could be carried out, Mrs. Gregory would he entitled to receive interest on the one-half of the amount advanced by her mother to his brother, including the price she was to receive for the share in remainder which her father devised to her; and to have the same deducted from the interest accrued and accruing on her bond to the adm’r of her brother. The balance of the interest on the said bond, the widow of her deceased brother is entitled to receive, during her life or widowhood. In this way she would receive a comfortable support; and the arrangement, on the faith of which the money to purchase the interests in the land was advanced to her husband hy his mother, would be carried out.
But, upon the opposing view of the ease, the whole profits of the estate of Mrs. Jane I). Winston, after
Whilst it is my duty to give effect to the law, I take no pride or pleasure in doing so when it works injustice. I confess it is always my wish, if the case will bear the interpretation, to take a view of it which enables me to do justice in the particular case, whilst I give effect to the law.
The view which I have taken of this case, although not clearly presented by the pleadings, I think is deducible from the averments made therein and the proofs in the cause, and reasonably comports with the conduct and probable intention of the parties, and with
TJpon the whole, I am constrained to dissent from the opinion of the court.
The other judges concurred in the opinion of Staples, J.
Decree affirmed.
Reference
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- Gregory & al. v. Winston's adm'r & als.
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- 1. J.held an estate for her widowhood, in a tract of land, remair.der to the children of her husband; two of whom were by her. Her son R. used her money, with her concurrence, to buy the interests of the remaindermen in the land, and took the conveyances to himself. Upon the evidence in the cause, held that the money so used by B. was intended as an advancement by his mother to him. 2. A woman about to he married, may dispose of her fortune as she pleases; provided it is done with proper motives, and without an intention to deceive her intended husband. 3. The equity which arises in cases of this nature, depends upon the peculiar circumstances of each ease, as hearing- upon the question whether the facts proved do or do not amount to sufficient evidence of fraud practised on the husband. 4. The grounds upon which such transactions are invalidated, as against the husband, is the fraud of the wife. 5. Although a settlement by the intended wife is voluntary, and not disclosed to the intended husband, it is not, therefore, necessarily fraudulent. The court will consider the nature of the provision, the situation of the husbaud in point of pecuniary means, and any other facts which tend to show that no fraud was intended. 6. It is clear that an obligation founded on a valuable consideration, executed bona fide pending a treats’- for marriage, cannot be set aside merely because it is concealed from the husband. 7. The equity in favor of the husband does not arise, unless it can be clearly made out, that at the túne of the conveyance of her property by the wife there was an engagement of marriage between them. 8. In this case a bond is given for the purchase money of land, and the deed of trust to secure it recites the bond; and that, as well as the conveyance to her, are immediately put upon record. This does not indicate any expectation or desire to keep the transaction concealed from the intended husband. 9. B. made his will on the 22d of April 1861, and died in 1S62. By his will he directs his executor to sell to his sister S. a tract of land at §15,000, if she is willing to take it at that price. S. agrees to take the land; and in January 1S63, executes her bond for the amount. It is not a contract made with reference to Confederate currency as the standard of value, or to be paid in that currency; there having been no such currency when the will was made.