Bolman v. Overall

80 Ala. 451
CourtSupreme Court of Alabama
DecidedDecember 15, 1886
StatusPublished
Cited by60 cases

This text of 80 Ala. 451 (Bolman v. Overall) is published on Counsel Stack Legal Research, covering Supreme Court of Alabama primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Bolman v. Overall, 80 Ala. 451 (Ala. 1886).

Opinion

SOMERYILLE, J.

The appeal is from a decree of the [454]*454chancellor sustaining a demurrer to the bill of complaint filed by the appellants for specific performance. The complainants are the legates under the will of one Augusta Tollman, which instrument purported to be executed in consideration of valuable services rendered to her in her lifetime by the complainants, and was executed on December firsi, 1881, and delivered to Mrs. Louisa Bolman, who was made éxecutrix of the will, and residuary legatee therein, and is one of the complainants. In April 1883. the testator executed another will in which she sought to revoke the previous one, with all of the legacies made under its provisions, and leaving her entire property to other beneficiaries. This will was duly probated, the defendant Overall being the executor therein, and the other defendants legatees.

The bill, in the first place, alleges a verbal agreement made in March, 1876, between the complainant, Mrs. Bolman, and the deceased testator then living, by which it was agreed that the latter would leave to the complainants (Mrs. Bolman and her two daughters) all the property Qwned by her at her death, if they would come, and nurse her and take care of her, she being then sick in bed and in a helpless condition. The bill avers a faithful performance of the duties assumed by the complainants for over seven years — that from March 1876 to February, 1883, they either went to the testator’s residence, or else had her in their own, and nursed her in sickness, cooked and washed for her, and attended to all her wants, until she declined further to receive their attentions, and left their home against their expressed dissent, several years before her death, which did not occur until October, 1886.

1. • No doubt can be entertained as to the nature of the paper, executed by Mrs. Lohman- on December first, 1881, and delivered by her to Mrs. Bolman, and purporting to be the testator’s last will and testament. It is clearly a will in form, being testamentary in frame and verbiage. But it is also a contract, in essence and fact, being executed, as stated on the face of the paper, “in consideration of past and future treatment,” and, as shown by the bill, in furtherance of a previous parol agreement that it should be executed upon an admitted and specified valuable consideration. Oases are frequent in which instruments have been construed to be partly testamentary and partly contractual. And when based on a valuable consideration, a paper, in form a will, may, especially when delivered to a party interested, or to another for him, constitute legally and in fact an irrevocable contract. — Taylor v. Kelly, 31 Ala. 59; Kinnebrew v. Kinnebrew, 55 Ala. 628; Schouler on Wills, §§ 452-455.

The purpose of the bill, as we construe it, is not to enforce [455]*455the parol agreement, in which the deceased agreed to bequeath to complainants’ all the property she might own at the time of her death, but rather to enforce the modified agreement as evidenced by the written instrument, purporting to be a will. No question can properly arise, therefore, as to the influence of the statute of frauds, in view of the fact that real estate is involved in the transaction. There are many well considered cases, however, in which parol agreements of this character, executed on the side of the promisee, have been enforced even in relation to land. But on these we have now no occasion to comment at any length. — Rhodes v. Rhodes, 3 Sandf. Ch. (N. Y.) 279; Shakespeare v. Markham, 10 Hun. (N. Y.) 311.

2. There is nothing in this contract which is repugnant to public policy. All the authorities agree that one may, for a valuable consideration, renounce the absolute power to dispose of his estate at pleasure, and bind himself by contract to dispose of his property by will to a particular person, and that such contract may be enforced in the courts after his decease, either by an action for its breach against the personal representative, or, in a proper case, by bill in the nature of specific performance against his heirs, devisees, or personal representative, f The validity of such agreements, as remarked by Mr. Freeman, in a recent note on this subject to the case of Johnson v. Hubbell, 10 N. J. Eq. Rep. (2 Stock.) 332; s. c., 66 Amer. Dec. 773, 784, is supported by an unbroken current of authorities, both English and American.”— Wright v. Tinsley, 30 Mo. 389; Parsell v. Stryker, 41 N. Y. 480. This principle does not embrace cases where services are rendered, or other valuable consideration parted with, in mere expectation of a legacy, and in reliance only on the testator’s generosity. But there must be a contract, express or implied, stipulating for an agreed compensation by way of legacy or devise. — Martin v. Wright, 15 Wend. 460.

X 3. The principle upon'which courts of equity undertake to enforce the execution of such agreements is referable to its jurisdiction over the subject of specific performance. It is not claimed, of course, that any court has the power to compel a person to execute a last will and testament carrying out his agreement to bequeath a legacy, for this can be done only in the lifetime of the testator, and no breach of the agreement can be assumed so long as he lives. And after his death, he is no longer capable of doing the thing agreed by him to be done. But the theory on which the courts proceed is to con-». strue such an agreement, unless void under the statute of j frauds or for other réason, to bind the property of the testa- jj tor or intestate so far as to fasten a trust on it in favor of the j promisee, and to enfore such trust against the heirs and per[456]*456sonal representatives of the deceased, or others holding under them charged with notice of the trust. 1 It is in.the nature of a covenant to stand seized to the use of the promisee, as if the promisor had agreed to retain a life estate in the property, with remainder to the promisee in the event the promisor owns it at the time of his death, but with full power on the part of the promisor to make any bona fide disposition of it during his f life to another, otherwise than by will. The power to make such a will having been renounced, the attempt to exercise it is deemed a fraud on the rights of the promisee under the contract, thus bringing into exercise another ground-of equity jurisdiction!'As said by Lord Camden in Dufoor v. Perran, (quoted by Hargrave in his Judicial Arguments, Dec 1886 Vol. 2, p. 310), there is no difference between one’s promising to make a will in such a form, and making such will with a promise not to » revoke it. The courts do not set aside the will in such cases, but the-executor, heir, or devisee is made a trustee to perform the contract.-!— Wright v. Tinsbey, 30 Mo. 389; Lord Walpole v. Lord Orford, 3 Ves. 402; Rivers v. Rivers (4 Desaus 190), s. c. 4 Amer. Dec. 609; Randall v. Willis, 5 Ves. Jr. 262; Johnson v. Hubbell, 66 Amer. Dec. 773, 787; note and cases cited; 1 Story’s Eq. Jur. (12th Ed.) §§ 785-786; Taylor v. Mitchell, 87 Penn. St. 518; Logan v. McGinnis, 12 Penn. St. 27; Waterman on Spec. Per. § 41; Green v. Broyles, (3 Humph. 167), s. c., 39 Amer. Dec. 156; Schumaker v. Schmidt, 44 Ala. 454. Mr.

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80 Ala. 451, Counsel Stack Legal Research, https://law.counselstack.com/opinion/bolman-v-overall-ala-1886.