Davis v. Davis

• Decision Date: 22 May 1957
• Docket Number: No. 383,383
• Citation: 246 N.C. 307,98 S.E.2d 318
• Parties: Van K. DAVIS and Jean D. Adams, v. William DAVIS and J. Boyd Davis, as Executors and Individually.
• Court: North Carolina Supreme Court

Page 318

98 S.E.2d 318

246 N.C. 307

Van K. DAVIS and Jean D. Adams, v. William DAVIS and J. Boyd Davis, as Executors and Individually.

No. 383

Supreme Court of North Carolina.

May 22, 1957

William W. Taylor, Jr. and Charles T. Johnson, Jr., Warrenton, for defendant appellants.

Blackburn & Blackburn, Henderson, and Kerr & Kerr, Warrenton, for plaintiff appellees.

RODMAN, Justice.

The complaint does not contain that plain and concise statement of fact contemplated by the statute, G.S. § 1-122(2).

The complaint is not divided into causes of action. By rearrangement it states facts set out below as the basis for the relief sought.

First cause of action.

(1) Plaintiffs are grandchildren of Bennie K. Davis, who died testate 3 January 1950. Sallie Davis Burton and John Boyd Davis are named as executors of her will. (The will is not attached to nor made part of the complaint. Neither the date of probate nor qualification of executors is shown.)

(2) Bennie K. Davis owned a farm of 2,420 acres which she devised to her husband for his life. He died 25 October 1951. Upon the death of their grandfather, plaintiffs were the owners by inheritance of an undivided one-fourth in this farm and entitled to possession. The defendants farmed the land in 1952 to the exclusion of plaintiffs.

Plaintiffs seek to recover of defendants as individuals and not as executors the sum of $2,631.75, the asserted fair rental value of their share of the farm.

Second cause of action.

(1) Plaintiffs are, by inheritance, entitled to one-fourth of the estate of their grandfather J. B. Davis, who died testate 25 October 1951. Defendants are executors of his will. (The will is not attached. Its provisions are not disclosed. The date of probate is not shown nor is the date when defendants qualified.)

(2) J. B. Davis, at his death, owned valuable farming implements, harvested crops consisting of hay and corn, which the defendants, as executors, have refused to account for.

(3) Defendants, as executors, have collected rent from W. R. Drake and Carolina Telephone & Telegraph Company for the use of lands of their testator. Defendant William Davis has occupied land of his testator for which he owes rent and for which he is accountable to the executors. Defendants, as executors, have failed to exercise diligence in renting other properties of their testator. None of the rents collected or which should have been collected have been accounted for by the executors of J. B. Davis.

(4) A penalty was imposed on the estate of J. B. Davis because of the failure of the executors to file inheritance tax returns in due time.

(5) Payments have been made from the estate to William Davis, one of the executors, to which he is not entitled.

(6) More than four years has elapsed since the death of J. B. Davis. No accounts have been filed by the defendants as executors of his estate.

Plaintiffs pray for an accounting and settlement of the estate of J. B. Davis.

Third cause of action.

(1) Bennie K. Davis died testate 3 January 1950. Plaintiffs, as her heirs, are entitled to a share in her estate.

(2) The executors named in the will of Bennie K. Davis are defendant J. Boyd Davis and Sallie Davis Burton, who is not a party.

(3) More than four years has elapsed since the death of Bennie K. Davis. No accounts have been filed by the executors. Plaintiffs seek an accounting and settlement of the estate of Bennie K. Davis.

It is manifest that plaintiffs have stated separate and unrelated causes of action which ought not to have been joined in a single action. Johnson v. Scarborough, 242 N.C. 681, 89 S.E.2d 420; Smith v. Gibbons, 230 N.C. 600, 54 S.E.2d 924; Hancammon v. Carr, 229 N.C. 52, 47 S.E. 2d 614.

Is there also a misjoinder of parties? When we consider who are proper parties, it is, we think, apparent that there is likewise a misjoinder of parties.

The first cause of action is by tenants in common against other tenants in common for an accounting. The claim is based on concerted action by the defendants. Hence, it was proper to sue the defendants individually to seek an accounting, but the right of Van K. Davis to an accounting by his cotenants is in nowise related to the right of Jean D. Adams to an accounting. McPherson v. McPherson, 33 N.C. 391, is decisive. As to this cause of action there is a misjoinder of parties plaintiff.

The second cause of action is for an accounting and settlement of the estate of J. B. Davis. Executors are required to file annual accounts. G.S. § 28-117. They may be required to file their final account at the expiration of two years from their qualification. G.S. § 28-121.

Proceedings to compel a settlement may be begun before the clerk or an action may be instituted in the Superior Court. G.S. § 28-147. An action to compel the executors to account may be instituted by a legatee or heir. State ex rel. Jones v. Griggs, 223 N.C. 279, 25 S.E.2d 862; Johnson v. Hardy, 216 N.C. 558, 5 S.E.2d 853; Leach v. Page, 211 N.C. 622, 191 S.E. 349; Thigpen v. Farmers' Banking & Trust Co., 203 N.C. 291, 165 S.E. 720; Fisher v. Southern Loan & Trust Co., 138 N.C. 90, 50 S.E. 592; Neal v. Becknell, 85 N.C. 299.

An action to compel an executor to account and make settlement is necessarily a suit in the nature of a creditor's action. Dobson v. Simonton, 93 N.C. 268; Pegram v. Armstrong, 82 N.C. 326; Ballard v. Kilpatrick, 71 N.C. 281. Executors are jointly liable for maladministration. They are necessary parties. All others interested in the settlement of the estate-- creditors of the testator, as well as his legatees and other beneficiaries of the estate --are at least proper parties and...