Williard v. Weavil

Decision Date08 January 1943
Docket Number746.
Citation23 S.E.2d 890,222 N.C. 492
PartiesWILLIARD et al. v. WEAVIL et al.
CourtNorth Carolina Supreme Court

This action was brought by the plaintiffs to recover from the estate of William Yancey Swaim, deceased, trust funds alleged to have been left to them by the will of Lewis L. Smith. They filed their complaint, from which we summarize the facts alleged. The will is as follows:

"Will of Lewis L. Smith: I, Lewis L. Smith of the State of North Carolina, Forsyth County & Broad Bay township knowing the uncertainty of Life and the certainty of Death I do herein make my last will and testament on earth as follows, first my widow Tempy Smith if she should be the longest liver of us too Shall have one cow, one hog and all of my real estate on the North West side of the Creek as long as she lives for her support and my Executors Shall see to Renting the Same, and if there be any surplus over after her support it shall go back to my estate. Second My Personal Property at my Death Shall be sold at Public Sale and the Proceeds go into my Estate. Third. and the remainder of my Real Estate not included in allotment for my widow Shall be sold Either Public or Private in the Judgment of my Executors and at the Death of my Widow my Executors of this my will Shall Sell first mentioned land (widows allottment) and the Proceeds of which Shall go to my Estate and shall be Equally Divided between my Eight children but my Daughter Mary Jane Shall have her part only her life time and at her death her part Shall go back to her Brothers and Sisters, and I furthermore give my Executors the full Right and Power to Make all titles to said Lands & according to Law, and the Executors of this my last will Shall be my three Sons W. Harrison Smith John R. Smith, Elwood L. Smith they shall be Sole Executors of this my last will.

"This the Nineteenth Day of November A D Nineteen hundred and Fifteen

"LL Smith

"Witnesses

"J.M McGuiston

"J.A Boyles".

L.L Smith died July 23, 1924, having disposed of all his real estate by deed, with the exception of the tract allotted to the widow. Mary Jane Smith Swaim, the daughter whose distributive share in the property of the decedent was limited to a life estate, with the remainder over to the other children named in the will, died on the 27th day of May, 1927, leaving a will in which she devised and bequeathed all her property to her husband, William Yancey Swaim, naming him as executor.

It is alleged that during the life of Mary Jane Smith Swaim funds from the L.L. Smith estate, allegedly trust funds of the plaintiffs, to the extent of $3,450 had been paid to her by the executors of L.L. Smith's will, which funds had been deposited in the bank; that during the lifetime of the said Mary Swaim, her husband, W.Y. Swaim, by undue influence and by virtue of his marital relation, caused the said Mary Swaim to surrender possession of the trust funds to him; and that he became possessed of the remainder of the trust funds by virtue of his office as executor of her will, and acknowledged receipt as her executor of moneys aggregating $2,141.11.

It is further alleged that William Yancey Swaim used the trust funds for his own benefit from the time he obtained possession of them until his death on April 30, 1939; and that he had never accounted for any part of them, or for the interest or other income derived therefrom, but had never by words or conduct repudiated the trust.

That portion of the lands allotted to the widow of L.L. Smith was sold by Smith's executors and converted into cash upon her death, which occurred August 2, 1928, and certain of the real estate was not disposed of by the said executors until April 23, 1934; that the said real estate was disposed of by the executors, pursuant to court order, by executing and delivering a deed of conveyance to the plaintiffs and Elwood L. Smith as tenants in common, and has never been fully converted into cash; that the executors of the will of Lewis L. Smith did not file a final report as such executors until May 19, 1934.

William Yancey Swaim left a will, in which no provision was made for the payment of the trust funds to the plaintiffs and the defendant Elwood L. Smith.

Upon this the plaintiffs demanded judgment against the executors of William Yancey Swaim for the sum of $2,957.14, with interest thereon from the 7th day of May, 1927 (the date of Mary Swaim's death), until paid and for other and further relief.

The case came on for hearing at the May 25, 1942, term of Forsyth Superior Court, and defendants demurred ore tenus to the complaint for that it failed to state a cause of action; and thereupon the following judgment was rendered:

"This cause coming on to be heard before the undersigned Judge Presiding at this the May 25th 1942 Term of the Superior Court for Forsyth County, upon a demurrer ore tenus to the amended complaint filed in his cause, and the Court being of the opinion that the Will of Lewis L. Smith, which is incorporated by reference in the complaint, did not vest in Mary Jane Smith Swaim any life interest in the personal property referred to therein, and, therefore, the Court is of the opinion that the plaintiff has failed to state a cause of action for the reason that the matters and things alleged in the complaint upon which the cause of action is based are predicated upon the said Mary Jane Smith Swaim receiving merely a life interest in the personal estate of Lewis L. Smith under the Will aforementioned.

"Now, therefore, upon motion of counsel for the defendants, it is ordered, considered and decreed that the demurrer to the complaint be and the same is hereby sustained and the plaintiffs' action is dismissed and the plaintiffs are taxed with the cost of this action.

"This 26th day of May, 1942.

"Henry A. Grady, Judge Presiding."

From this judgment the plaintiffs, appealed, assigning error.

Whitman & Motsinger, of Winston-Salem, for plaintiffs-appellants.

Wm. H. Boyer and Ingle & Rucker, all of Winston-Salem, for defendants-appellees.

SEAWELL,...

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