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Rebecca C. Frost vs. Jane Courtis & another

Massachusetts Supreme Judicial Court1899-01-06
172 Mass. 401

Summary

Holding. The Superior Court had the authority to allow the amendment raising the estoppel defense, and the instructions given to the jury regarding adverse possession and estoppel were correct in law. The exceptions are overruled.

Francis Courtis died in 1870, leaving real property including a house in Marblehead and Baker's Island. His granddaughter Rebecca Frost and widow Jane Courtis became embroiled in a dispute over title. After an initial trial determined that a devise to a deceased son lapsed, the case was remanded for trial on whether Jane Courtis had acquired title by adverse possession. During the second trial, Courtis was permitted to amend her answer to raise an estoppel defense regarding Baker's Island. Frost objected to the amendment, arguing the parties had agreed the new trial would address only the prescription issue.

The court ruled the amendment was permissible under the statute governing amendments to pleadings, which has been liberally construed to allow changes before final judgment. The trial proceeded on both prescription and estoppel defenses. The court instructed the jury that adverse possession could be established by combining periods of hostile occupation by different parties in succession—mother and son during the son's life, then the mother alone after his death, and finally the purchaser Morse—provided the total exceeded twenty years. The court also explained that a deed by a cotenant of part of common property, though voidable by the other cotenants, is valid as an estoppel against the grantor and may take effect as a deed from a disseisor.

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

Key issues

  • Whether court could amend pleadings after remand when parties agreed trial would address only one issue
  • Tacking of adverse possession periods across successive occupants
  • Validity and effect of a deed by a cotenant of part of commonly held property
  • Elements of adverse possession and estoppel between cotenants

Procedural posture

The case returned to the Superior Court for trial on the issue of adverse possession after this court previously determined that a devise had lapsed, and following a second trial, the case is on appeal from exceptions to the trial court's rulings and instructions.

Authorities cited

No cited authorities resolved to law.co cases yet.

Opinion

majority opinion

Hammond, J.

Francis Courtis, being seised of the two parcels of real estate named in the petition, namely, a house and land on Back Street in Marblehead, and Baker’s Island in Salem Harbor, died testate, June 15, 1870, leaving a widow, Jane Courtis, the respondent, a son, Francis Mason Courtis, and two grandchildren, who were children of a deceased son, the petitioner Rebecca C. Frost being one of the grandchildren. When the case was originally tried in the Superior Court, the respondent claimed as a part of her defence that by the death of the testator’s son, Robert Harris Courtis, who died before the testator, the interest devised to Robert did not lapse, but went to the survivors named in the second clause of the will, namely, to the respondent and her son, Francis Mason Courtis ; and upon this issue a verdict in the Superior Court was directed for the respondent, and the case was reported to this court under the following terms, namely: “ If the ruling was right, judgment is to be entered on the verdict; if the ruling was wrong, the verdict is to be set aside, and by agreement of parties a new trial granted to try the issue of title by prescription of the respondent, Jane Courtis.” This court decided that the devise to Robert Harris Courtis lapsed, (see Frost v. Courtis, 167 Mass. 251,) and by a rescript directed that, in accordance with the report, the verdict should be set aside and the case should stand for trial on the issue whether the respondent Jane Courtis has acquired title by prescription. The case came on again for trial in the Superior Court, and in the course thereof the court allowed the respondents to amend the answer, setting up as a defence that the petitioner was estopped from claiming any interest in Baker’s Island adverse to the respondent Morse, or any person claiming under him. To this the petitioner excepted. Her contention is that, it having been agreed by the parties in open court, at the time when the case was reported to this court as aforesaid, that a new trial, if granted, should be merely to try the issue of title by prescription of the respondent, Jane Courtis, the court, as matter of law, had ho right to allow the amendment. The court ruled that it had the right, and in the exercise of its discretion allowed the amendment.

On this part of the case the only question before us is whether the court had the power to allow the amendment. It is the policy of existing legislation and practice to allow amendments and pleadings to be made at any time before final judgment. Section 42 of the Pub. Sts. c. 167, allowing amendments, has always been liberally construed, and there can be no doubt that the Superior Court had the power to allow the amendment, notwithstanding the terms of the report of the first trial to this court and of the rescript thereon. Hutchinson v. Tucker, 124 Mass. 240. Gray v. Everelt, 163 Mass. 77. Terry v. Frightman, 133 Mass. 536. West v. Platt, 124 Mass. 353, and cases therein cited. The amendment raised no defence inconsistent with the question of law decided by this court.

The trial of the case proceeded upon the defences set up by the respondents, namely, prescription and estoppel, the latter defence applying only to Baker’s Island.

Of the thirteen requests for rulings, the court, while not adopting the precise language, gave in substance the first, and as to the second substantially ruled that mere continuous possession by the respondent was not enough as against the petitioner, and refused the othérs; but as to the matter covered by the third and fourth ruled that, “ If Jane Courtis and Francis Mason Courtis, the son, held adversely to those under whom the petitioners claim, and if, after the death of Francis Mason Courtis, Jane Courtis held adversely to them to April 21, 1887, which was the date-of the deed to Morse, and if after the deed to Morse he held adversely to them to the date of filing this petition, and if that length of time added together amounts to more than twenty years, then the title became devested from the petitioner and vested in the respondents. That is to say, if mother and son occupied adversely during the lifetime of the son, and then the mother, who inherited from him, occupied adversely until she sold to Morse, which was in 1887, and if Morse after he purchased occupied adversely until the twenty years expired, then you can tack together those several periods of time, add them together, and if together they equal twenty years, then there had been twenty years adverse use by the respondents or those under whom they claim.”

We think the law thus laid down was correct. Sawyer v. Kendall, 10 Cush. 241. The court defined in sufficiently accurate terms the elements necessary to constitute adverse possession as between cotenants, and also the elements of an estoppel in pais.

The petitioner also contends that the deed by the respondent to Dr. Morse, being a deed by a tenant in common of a part of the common estate by metes and bounds, was utterly void as against her. But such a deed is not absolutely void. The rule is stated in De Witt v. Harvey, 4 Gray, 486,491, as follows: “ Although a conveyance by a tenant in common of a portion of the estate in severalty is invalid as against his cotenants, and can be avoided by them, it is nevertheless good by way of estoppel against the grantor and his heirs, and is valid against all persons unless avoided by the cotenants.” If the respondent Jane Courtis was a disseisor at the time of the delivery of the deed, (and that was the question on trial,) she was none the less such because in fact the title but for the disseisin was in her and the petitioner as tenants in common. If the deed took effect at all, it took effect as the deed of a disseisor, and that was the only claim made by the respondents as to its effect. Upon examining the evidence as reported in the bill of exceptions, we are of the opinion that the case was rightly submitted to the jury, both on the question of disseisin and that of estoppel under instructions correct and sufficiently full. Exceptions overruled.