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Youngblood et al. vs. Youngblood, administrator

Supreme Court of Georgia1885-02-24
74 Ga. 614

Summary

Holding. The court reversed the lower court's judgment, holding that the instrument was a valid deed rather than a testamentary will, and that the administrator was estopped from characterizing it otherwise based on the sworn admissions in the original complaint.

Nathan Youngblood executed a deed of trust transferring land to his son James as trustee, with the income to benefit Youngblood's wife during her life and remainder to James and his children (excluding James's wife Sallie). After Nathan's death, his administrator brought suit against Sallie and her daughter Jimmy, seeking to cancel or reform the deed on grounds that James and Sallie had fraudulently procured it while Nathan lacked mental capacity. The lower court ruled the deed was testamentary in character—and therefore a will—which extinguished Jimmy's interest as a trust beneficiary. The administrator appealed.

The court held that the instrument was a valid deed, not a will, based on its form and language. The deed conveyed title to the trustee immediately, with only the enjoyment of the property's fruits postponed until Nathan's death. The court also found that the administrator was estopped from treating the deed as testamentary because Nathan's sworn complaint admitted it was a deed and sought its cancellation or reformation on equitable grounds—not its validity as a will. By pleading it as a deed in his complaint, Nathan had acknowledged its character as such.

Summary generated by law.co from the public-domain opinion. The opinion text itself is public domain.

Key issues

  • Whether an instrument with deferred enjoyment provisions is a deed or a will
  • Whether the grantor's sworn admission in the complaint estopped the administrator from denying the instrument's character as a deed
  • Effect of the deed's form and delivery on title passage versus enjoyment of income

Procedural posture

Nathan Youngblood brought a bill in equity to cancel or reform a deed of trust; after his death his administrator was substituted as party; the lower court dismissed the cross-bill and ruled the deed testamentary; the administrator appealed.

Authorities cited

No cited authorities resolved to law.co cases yet.

Opinion

majority opinion

Jackson, Chief Justice.

This bill was brought by Nathan Youngblood in his lifetime against Sallie Youngblood and her infant child, Jimmy, the said Sallie being the wife of J ames Youngblood, son of complainant, and Jimmy, his granddaughter, to reform or cancel a deed of trust made by him to James, in trust for the wife of complainant during life, and remainder to James and his children, excluding Sallie, James’ wife, to enjoin them from disposing ’of the land conveyed in said deed, and to cancel it because it was obtained by the said James’s fraud and that of his wife, then living with him, complainant, his mind being imbecile and incapable óf making the deed, or to reform it so as to reserve a life . estate in the land. A cross-bill was filed in the form of an answer, setting up certain equities, to the effect that respondent’s child, Jimmy, for whom she answers as guardian, is entitled to•. part of the rents, issue and profits of the land, and both entitled to certain personalty which has been used by complainant since the death of James, her husband. Nathan Youngblood having died before the hearing, John Youngblood, his administrator, was made party complainant. On the hearing, the cross-bill was dismissed; the court ruled that the deed was testamentary, and, therefore, a will, and a verdict and decree was rendered in favor df the administrator and against Jimmy’s interest in the land. Jimmy is the only living cestxds que trust under the deed, being the only surviving child of James, and her father and grandfather both being dead, she appearing by a guardian ad litem So that, when the court ruled that the deed was testamentary, her right was gone.

Therefore the only questions are, first, is the deed testamentary? -and secondly, is not the administrator es-topped from so treating it, or setting up the ground that it is, as the bill sworn to by his intestate admits it to be, a deed, and prays that it be cancelled because fraudulently procured by James and his wife, and failing in that, that it be reformed so as to give him clearly a life estate therein?

• In our judgment, the paper is a deed. It passes title to James in trust at once, and the only thing in it looking like a will in the slightest particular is this language in respect to personalty conveyed in the same deed :

“ Also stock of all kinds, household and kitchen furniture, and any other species or kind of property in the possession of said Nathan Youngblood, at the time of his demise, with all the rights, members , and appurtenances to said property belonging or in anywise, appertaining.”

It is certain that these words restricted the use and possession of the oersonalty until the grantor’s death, because his death must occur to ascertain that personalty. • It may be, too, that a life usufruct was also reserved to the grantor in the realty, by a fair construction of those words; but his.life interest had not been interrupted by the plaintiffs in error, but he had, without interruption or question, enjoyed land and all up to his death; and being now dead, that question ceases to be of consequence.. The title passed when the deed was delivered and recorded, in presentí, and all that the words can be construed to effect is the time of enjoyment by the cestuis qui trust.- The title was put in the trustee ; but the enjoyment of its fruits tyas left in the grantor till his death, and then to the cestuis qui trust. This is the extent to which the legal effect of the words could go if delivery of the landhad not been given to James and he had not died possessed thereof. Johnson vs. Hines, 31 Ga., 720; Dismukes, admr, vs. Parrott, 56 Ga., 513. In the first of these cases, the words are: “I do give, grant and convey” (certain slaves by name.) In the next clause, “ To haye. and to hold after my - death the aforesaid property,” and these last words were construed to postpone the possession and enjoyment; the first, to convey the title in presentí. In the other, the words are, “ has given and granted, and does b.y these presents give and grant unto said Mary Jane Parrott all that tract of land constituting his residence in said county. To have and to hold the aforesaid premises after his death duringher natural life. The said Wm, H. Dismukes reserves the right of controlling the premises as long as he lives.” The instrument was construed to be a deed,xthe doubt being solved in favor of the deed; because it was in form, a deed, and could have no legal effect as a will for want of the necessary witnesses. . The language in both cases is stronger than in the case at bar to make the papers testamentary, yet both were held deeds. The conveyance here, as in the 55th Ga., is only operative as a deed; its. form is a deed, and as a will it is nothing,

But even if this were not so.it seems clear that com plainant is estopped from denying its character as a deed by his sworn admission in judicio; that he made it as a deed, and prayed to cancel the deed, because of his imbecility and the fraud of James Youngblood and his wife in procuring the deed, or if that could not be done, then to reform it as a deed, and give him a life usufruct therein. Code, §3753. The administrator, of course, is bound by such admissions of his intestate who made the admission in the sworn bill, wherein he represents the intestate by being made a party after the death of the intestate. Especially should this sworn bill work an estoppel where the intention of the maker of the instrument is at last the thing which makes the instrument a deed or a will. He swears in judicio he intended to make a deed, but was imposed upon to make this one, or to make it as it is. He intended it to pass title in presentí; otherwise it needed no cancellation or reformation.

Also see 29 Ga., 677; 32 Id., 589; 13 Id., 515 ; 22 Id., 491, 472, 460; 3 Id., 460; 6 Id., 515.

Judgment reversed.