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Bradford v. Fletcher

Supreme Court of Alabama
Dec 19, 1946
28 So. 2d 313 (Ala. 1946)

Opinion

5 Div. 422.

December 19, 1946.

Appeal from Circuit Court, Macon County; W. B. Bowling, Judge.

Obe Riddle, of Talladega, for appellants.

Wills may be contested at any time, within six months after admission to probate, by bill in equity in circuit court of county in which will is probated. Code 1940, Tit. 61, § 64. Next of kin, heirs or distributees, excluded from will, are proper parties to file contest. Code, Tit. 61, §§ 52, 65. Grounds of contest may be (1) the bill was not duly executed; (2) unsoundness of mind of testator, or any other valid objection thereto. Code, Tit. 61, § 52. Proof of any one of alleged grounds of contest is sufficient. Moore v. Heineke, 119 Ala. 627, 24 So. 374. It is always error to sustain demurrer to bill as a whole, if any one of the specific charges are sufficient. Moore v. Heineke, supra. It was error to dismiss the cause without notice to complainants.

Powell Powell and Wm. C. Hare, all of Tuskegee, for appellees.

The provision of the statute that any person interested in a will, who has not already contested same, may within six months after probate do so by bill in equity, means any person who has a direct interest in the estate. Code 1940, Tit. 61, § 64; Braasch v. Worthington, 191 Ala. 210, 67 So. 1003, Ann.Cas.1917C, 903. The statute of descent and distribution determines the persons interested. A bill of contest should allege the degree of relationship of contestants. Code, Tit. 16, § 1. The allegations of the bill as to interest of complainants are insufficient, being mere conclusions. Montgomery v. Foster, 91 Ala. 613, 8 So. 349; Hall v. Proctor, 242 Ala. 636, 7 So.2d 764. A bill of contest alleging fraud is insufficient for failure to state facts. Ellis v. Crawson, 147 Ala. 294, 41 So. 942; Dulaney v. Burns, 218 Ala. 493, 119 So. 21. Bill contesting will on ground of undue influence must name person or persons exercising such influence. Johnson v. Johnson, 206 Ala. 523, 91 So. 260; Daggett v. Boomer, 210 Ala. 673, 99 So. 181. A general demurrer tests the equity of a bill as was formerly done by motion to dismiss for want of equity. Johnson v. Pugh, 239 Ala. 12, 193 So. 317. Demurrer to bill as a whole and to each and every paragraph thereof, separately and severally and specifically pointing out defects of certain allegations, is not only a general demurrer testing the equity of the bill but also a special demurrer pointing out specific defects. First Nat. Bank v. Bonner, 243 Ala. 597, 11 So.2d 348. Where court gave full opportunity to complainants to amend, and they were unable to do so, it was not error to dismiss the bill. Hall v. Proctor, supra; Alabama L. S. Co. v. Adams, 222 Ala. 538, 133 So. 580. Dismissing bill on motion of respondents without notice to complainants was within the court's discretion. Code, Tit. 7, Equity Rule 97.


This is a bill by Mattie Bradford and others against Joe Fletcher and others to declare invalid the will of Robert Gover.

The bill, after setting out the names, ages and places of residence of the complainants and respondents, alleges:

"1st. That Robert Gover died on or about 16 day of May, 1945, in Macon County, Alabama, Leaving what purported to be his last will and testament, a copy of which is attached hereto and made a part hereof as if written herein, marked 'Exhibit A'. The said will of Robert Gover, was duly Probated in the Probate Court of Macon County, Alabama, on 22 day of June, 1945. Neither of the contestants here filed any contest of said will and testament of the said Robert Gover at the time of its said probation.

"2nd. That contestants, above named are the next of kin of said Robert Gover, living that contestants know of or have been able to find out by reasonable diligence, and are interested in the will or estate of the said Robert Gover, as heirs, distributees or next of kin if he had died intestate.

"3rd. That the purported will of the said Robert Gover, deceased, is invalid for the following reasons:

"a. That said will was not properally (sic) executed;

"B. The said will is not the last will and testament of the said Robert Gover.

"C. The said Robert Gover was of unsound mind at the time of the execution of said will.

"D. Said will was procured by fraud.

"E. Said will was procured by undue influence, by some one or more of the devisees or legatees (sic), named in said will or the advisers of the said Robert Gover."

Demurrer to the bill was sustained on May 9, 1945. The demurrer was to the bill as a whole. Allgood et al. v. Bains et al., 247 Ala. 669, 26 So.2d 98; American-Traders' Nat. Bank et al. v. Henderson, 222 Ala. 426, 133 So. 36.

The demurrer could not have been sustained properly on those grounds challenging the sufficiency of the statements of the grounds of contest inasmuch as the demurrer was to the bill as a whole and some of the grounds of contest were adequately stated. Barksdale et al. v. Davis et al., 114 Ala. 623, 22 So. 17. Under our decisions, Ground a, "That said will was not properally (sic) executed," was sufficient. Barksdale et al. v. Davis et al., supra; Thompson v. Rainer, 117 Ala. 318, 23 So. 782; Massey et al. v. Reynolds et al., 213 Ala. 178, 104 So. 494. Likewise, Ground C, "The said Robert Gover was of unsound mind at the time of the execution of said will," was adequately stated. Barksdale et al. v. Davis et al., supra; Moore v. Heineke, 119 Ala. 627, 24 So. 374; Wear v. Wear et al., 200 Ala. 345, 76 So. 111; Lewis et al. v. Martin, 210 Ala. 401, 98 So. 635; Wainwright v. Wainwright, 223 Ala. 522, 137 So. 413.

However, there were grounds of the demurrer taking the point that the bill was lacking in necessary averments as to the right of complainants to file and prosecute the contest. Such grounds were properly addressed to the bill as a whole. The averment, "That contestants, above named are the next of kin of said Robert Gover, living that contestants know of or have been able to find out by reasonable diligence, and are interested in the will or estate of the said Robert Gover, as heirs, distributees, or next of kin if he had died intestate," was no more than a conclusion or opinion of the pleader as to the property rights passing under such laws. Therefore, the grounds of the demurrer raising this point were well taken. The bill should have alleged the facts out of which complainants' interests arose, and thus enabled the court to determine for itself whether they had such an interest as qualified them to contest. Montgomery v. Foster, 91 Ala. 613, 8 So. 349; Elmore v. Stevens, 174 Ala. 228, 57 So. 457; Braasch et al. v. Worthington et al., 191 Ala. 210, 67 So. 1003, Ann. Cas.1917C, 903; Hall et al. v. Proctor et al., 242 Ala. 636, 7 So.2d 764; §§ 52, 64, Title 61, Code 1940. Also see Allen et al. v. Pugh, 206 Ala. 10, 89 So. 470; Cain et al. v. Burger et al., 219 Ala. 10, 121 So. 17; Ex parte Liddon, 225 Ala. 683, 145 So. 144.

The demurrer was sustained generally, the decree not designating the ground or grounds thereof which were considered to be well taken. However, a demurrer is but a single entity and since those grounds pointing out the insufficiency of the averments of the bill as to the right of complainants to file and prosecute the suit were well taken, the decree sustaining the demurrer was correct. Cook et al. v. Cook et al., ante, p. 206, 27 So.2d 255; Webb v. Lamar et al., 235 Ala. 533, 180 So. 545.

After demurrer was sustained and within the time allowed to amend, complainants filed an amendment. Respondents refiled their demurrer and moved that the original bill and the bill as amended be dismissed. The trial court sustained the demurrer to the bill as amended and dismissed it.

The action of the trial court in sustaining the demurrer to the bill as amended is clearly without error. The purported amendment fell far short of remedying the defect in the original bill heretofore pointed out.

However, on the record here, and in the light of the prevailing circumstances, we are of the opinion that the complainants should have been given further opportunity to amend the bill before dismissing it. The decree sustaining the demurrer to the original bill was general and did not point out the grounds of demurrer which the court thought to be well taken. The decree was not rendered in open court and we feel that the ends of justice would best be served by permitting complainants to amend their bill to meet the defects here pointed out. Ezzell v. First Nat. Bank of Russellville, 218 Ala. 462, 119 So. 2. The facts of this case are clearly distinguishable from the facts in the case of Hall et al. v. Whitfield, 236 Ala. 659, 184 So. 689.

The decree sustaining the demurrer is affirmed but that part of the decree dismissing the bill is reversed, and leave is granted to the complainants to amend their bill within twenty days from the filing of the certificate of the clerk of this court with the register of the circuit court.

Affirmed in part and in part reversed and remanded.

GARDNER, C. J., and FOSTER and STAKELY, JJ., concur.


Summaries of

Bradford v. Fletcher

Supreme Court of Alabama
Dec 19, 1946
28 So. 2d 313 (Ala. 1946)
Case details for

Bradford v. Fletcher

Case Details

Full title:BRADFORD et al. v. FLETCHER et al

Court:Supreme Court of Alabama

Date published: Dec 19, 1946

Citations

28 So. 2d 313 (Ala. 1946)
28 So. 2d 313

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