Brakefield v. Baldwin

60 S.W.2d 376, 249 Ky. 106, 1933 Ky. LEXIS 494
CourtCourt of Appeals of Kentucky (pre-1976)
DecidedMay 9, 1933
StatusPublished
Cited by7 cases

This text of 60 S.W.2d 376 (Brakefield v. Baldwin) is published on Counsel Stack Legal Research, covering Court of Appeals of Kentucky (pre-1976) primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Brakefield v. Baldwin, 60 S.W.2d 376, 249 Ky. 106, 1933 Ky. LEXIS 494 (Ky. 1933).

Opinion

OPINION 03? THE COURT BY

CrEAL, COMMISSIONER

Reversing.

Albert Baldwin, a resident of Logan county, died' testate in 1931. He left surviving as Ms only cMldren and heirs at law a son, Tom Baldwin, and'two daughters, Mrs. Lizzie Carter and Mrs. Johnnie Brakefield. On Angnst 18, 1931, the children of decedent met at the Bank of Allensville in that county and entered into the following agreement:

“Allensville, Ky. Aug. 18, 1931.
“We, the undersigned heirs of Albert Baldwin,. Deceased, met this day for the purpose of seeing if the said Albert Baldwin had a will at the bank, and we found the envelope, with the name of Albert Baldwin Will, and we the heirs of the said Albert Baldwin, met and all agreed not to probate said will, but destroy the said will, which we did, and the. said estate to be equally divided after all debts are paid, between the only heirs of the said Albert Baldwin, deceased, namely Tom Baldwin, Lizzie. Carter and Johnnie Brakefield.
“We, the undersigned, heirs also have agreed for Tom Baldwin to be appointed administrator,, and we do hereby request you to appoint Tom Baldwin as Administrator of the said Albert Baldwin, deceased.
“Tom Baldwin “Lizzie Carter 11Johnnie Brakefield.
“Wit. Sign. J. L. Linton. J. L. C. C.”

Thereafter Tom Baldwin filed a petition in the-Logan county court against his sisters and their husbands, alleging that in 1929 Albert Baldwin had a will prepared which was duly executed and left at the bank: *108 •of Allensville for safe-keeping, but that after the death •of the testator the will was wrongfully and unlawfully ■destroyed. The petition set forth at length the alleged substance of the will and filed as an exhibit a purported -copy thereof.

By answer Mrs. Brakefield and her husband denied the material allegations of the petition, and by a second ■paragraph set up the agreement entered into between 'the heirs of testator in bar of plaintiff’s right to. offer •or have the alleged will probated.

On final hearing it was adjudged that Albert Baldwin died testate, that the paper offered for probate as •a copy of his will was a true and correct copy, and that same be probated as his last will, and testament. The will in substance provided that, after the payment of ■testator’s debts, burial expenses, and the erection of a ■suitable monument at his grave, his executor pay to his ■daughter Johnnie Brakefield the sum of $350, and that the remainder of his estate be equally divided between 'Tom Baldwin and Lizzie Baldwin Carter.

At the termination of the probate proceedings, Mrs. Brakefield instituted this action in the Logan circuit ■court against Tom Baldwin and Mrs. Carter. After ■setting out the foregoing facts in the petition, she alleged that the contract and agreement was entered into "between her and defendants because it was determined by them as his only children and heirs that, in the event his estate was not equally divided among them, his will would be contested, and, in order to save his estate the ■expense and delay incident to litigation and to preserve harmony, that the will be ignored and not probated and the estate divided according to the agreement; that, after the payment of all debts and expenses as provided in the will, the net value of the estate is $4,720, and under the agreement she is entitled to $1,573.33 thereof; that pursuant to the agreement, and in order to carry ■out its terms and provisions, she refrained from contesting the will, but that defendants have violated their •agreement by causing the will to be probated and insisting on a settlement in accordance with its provisions rather than the provisions of the contract.

The defendants traversed the allegations of the petition, and affirmatively pleaded that, at the time of the destruction of the will, its content was not known to all the deviseés, and that same was done in ignorance *109 through mistake and without an - understanding upon their-part as to its contents; that-the contract was illegal, against public policy, null and void, and wholly without consideration to support it.

In the paragraph pleading the invalidity of the contract, among other things it is alleged:

“Defendants further aver that said agreement was not made for any reason except that the officers of the Bank of Allensville realized that they had made a mistake in destroying said will, and they requested defendants to sign said alleged contract and agreement, and that they did sign,. not knowing what it contained, or what was in the agreement, but it was done in ignorance, without an understanding of their rights and without consideration and merely done at the request of one of the officers of the Bank of Allensville, and long after the said will had been actually destroyed.”

They further set up the proceedings and judgment of probate in the county court and alleged that the judgment was in full force and effect and had never been appealed from.

By reply denying the affirmative allegations of the petition, the issues were completed. A demurrer to the answer was carried back and sustained as to the petition. Demurrer was also sustained to the petition as amended, and, plaintiff declining to further plead, the petition was dismissed, and plaintiff is prosecuting this appeal.

It is first argued by counsel for appellees that the contract entered into between the parties to this action by which they each would share equally in the estate is void because it provided for the destruction of the will in direct violation of section 1226, Kentucky Statutes, and also because such agreement is contrary to public policy. That section does provide a severe penalty for the fraudulent destruction of a will, but, without going into the propriety of this agreement, in so far as it provided that the will be destroyed, it is apparent that none of the parties were actuated by fraudulent mo-fives since they were the only parties in interest, and, so far as the pleading discloses, they all stood on an -equal footing as to knowledge of the contents of the will if in fact they did not possess that knowledge at the *110 time. It is not made to appear that ány one of them took undue advantage of the others. While there is a reference in the contract to the destruction of the will, it is manifest that the sole purpose of the writing was to effect an agreement whereby, in the absence of .a provision or provisions in the will making equal distribution of the testator’s estate, it would be disregarded and the estate distributed between the parties in interest as in cases of intestacy. These parties had a right to enter into such agreement without regard to whether the will was probated. They were the only parties in interest except the creditors, whose rights were in no way impaired, since they would be paid whether the estate was distributed under the will or in accordance with the statute of descent and distribution.

Notwithstanding the salutary purpose of the statute and the evils it was intended to circumvent, it is apparent that it was never intended to, and should not be allowed to, operate to invalidate a contract in the circumstances shown here.

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Bluebook (online)
60 S.W.2d 376, 249 Ky. 106, 1933 Ky. LEXIS 494, Counsel Stack Legal Research, https://law.counselstack.com/opinion/brakefield-v-baldwin-kyctapphigh-1933.