Carter v. Walker

139 S.W.2d 233, 200 Ark. 465, 1940 Ark. LEXIS 254
CourtSupreme Court of Arkansas
DecidedApril 22, 1940
Docket4-5909
StatusPublished
Cited by3 cases

This text of 139 S.W.2d 233 (Carter v. Walker) is published on Counsel Stack Legal Research, covering Supreme Court of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Carter v. Walker, 139 S.W.2d 233, 200 Ark. 465, 1940 Ark. LEXIS 254 (Ark. 1940).

Opinion

Holt, J.

Appellee brought suit against appellants in an effort to establish her claim to the estate of R. C. Carter, deceased.

She alleged in her complaint that about the year 1914 she, a widow, and R. C. Carter, who was an unmarried man, entered into an oral contract and agreement whereby they would pool their efforts in maintaining a home and engaging in business activities, she performing the services of a general housekeeper, and in every way to assist him in accumulating property; that in consideration for these services to be performed by her, it was mutually agreed that all accumulations of property which they might thus acquire should, at the death of either, go to the survivor.

She further alleged that Mr. Carter agreed to make a will by the. terms of which he would carry out this agreement; that he did on August 11,1928, execute a will under the terms of which he partially carried out their agreement; that in 1933, R. C. Carter executed another will in which he attempted to revoke the former will executed in 1928; that about two weeks prior to his death, R. C. Carter made her a valid gift of $8,000 evidenced by a certificate of deposit in the Bank of McCrory, Arkansas, and she prayed that “the court admit to probate this instrument here offered as the last will and testament of R. C. Carter, dated August 11, 1928, and that the court appoint proper person as administrator with will attached to administer said estate, and that the rights provided therein be preserved and proper distribution ultimately made; or if the court should find that said instrument does not constitute the last will and testament of R. C. Carter then the court specifically enforce the contract existing between this plaintiff and R. C. Carter, and that the entire estate be awarded to her.

“The plaintiff further prays that the court find and decree that she is the owner of the $8,000 on deposit in the Bank of McCrory, McCrory, Arkansas, by reason of a gift of said sum of money to this plaintiff by R. C. Carter on a date approximately two weeks prior to the death of R. C. Carter, and that the Bank of McCrory be ordered to pay said sum of money into the registry of this court, or pay same to this plaintiff.

“The plaintiff further prays that the court deny and refuse probate of the instrument offered for probate by the defendant, W. W. Carter, said instrument being dated the............day of...................................., 1933, . . . ”

Appellants denied all material allegations in the complaint and in addition pleaded the statute of frauds and the statute of limitations as a bar to any claim of appellee.

The learned chancellor after hearing testimony at great length made the following findings:

“That on September 22, 1939, after submission of the cause, W. W. Carter as executor of the estate of R. C. Carter filed his motion alleging plaintiff’s election to take under the will of R. C. Carter and praying dismissal of this cause, and that on October 24, 1939, the day of the final hearing, the defendants filed a canceled check showing payment to Mrs. Eliza J. Walker of the sum of $500, by W. W. Carter, as executor, together with a stipulation that the canceled check may be placed in the record as a part of this stipulation, which motion is by the court denied and overruled. To which action of the court the defendants at the time object and save their exceptions.

“That the motion to exclude the depositions and testimony of Mrs. Eliza J. Walker, which motion was filed on September 11, 1939, should be and the same is denied. To which action of the court the defendants object and save their exceptions.

“That approximately twenty-five years before the death of R. C. Carter, in the month of January, 1914, the plaintiff, Mrs. Eliza J. Walker, and the deceased, R. C.' Carter, by agreement entered into a joint enterprise for the raising of cattle, and shortly thereafter the said R. C. Carter made an oral agreement to bequeath and devise to the plaintiff sufficient property to compensate her at the time of his death for services rendered as a housekeeper and as a helper in his business affairs, including his subsequent farming operations.

“That on August 11, 1928, in an effort to comply with the agreement made many years before, the said R. C. Carter executed a last will and testament, with the foraialities required by law, in which he gave, devised and bequeathed to the plaintiff the sum of $10,000, by which the said R. C. Carter recognized his obligation at the time to compensate the plaintiff according to the agreement first made in regard to the execution of a will in the amount of $10,000.

“That on October 28, 1933, the said R. C. Carter executed a last will and testament, with the formalities required by law, in which he devised and bequeathed small sums to certain members of his family, but in which he gave, bequeathed and devised substantially all of his estate to the defendant, W. W. Carter, with the exception of -the sum of $500 bequeathed to the plaintiff.

“That after the agreement between the plaintiff and the said R. C. Carter, and also subsequently to the execution of the first will on August 11, 1928, the plaintiff fully complied with her agreement, performing all services she had agreed to perform as housekeeper and as helper of the said R. C. Carter in all of his business affairs to the time of his death.

“That on December 28, 1938, the said E. C. Carter gave and delivered as a gift inter vivos to the plaintiff a certificate of deposit in the Bank of McCrory, of Mc-Crory, Arkansas, for the sum of $8,000, dated July 18, 1938, due six months after date, and bearing interest to maturity at the rate of two per cent, per annum, and that the gift of the certificate of deposit was intended as a partial satisfaction of the amount due from E. C. Carter to the plaintiff under his agreement to compensate her.

“That the bequest of $500 to the plaintiff in the will of E. C. Carter, executed on October 28, 1933, should also be applied upon the amount due from E. C. Carter to the plaintiff, and it was the intention of the testator to apply.this sum upon the amount due the plaintiff.

“That the will executed on October 28, 1933, constituted a breach of the agreement of E. C. Carter to compensate the plaintiff in his will, and to the extent that it may be necessary, to carry out this decree, the last will should be canceled and a trust should be impressed upon the property owned by E. O. Carter, at the time of his death, the amount due the plaintiff after the payment of the certificate of deposit in the Bank of McCrory and the additional sum of $500 by W. W. Carter as executor, being $1,500.”

He tiien entered the following decree:

“That the Bank of McCrory be and it is hereby ordered' and directed to pay to the plaintiff, Mrs. Eliza J. Walker, the full amount due on the certificate of deposit issued to E. C. Carter on July 18, 1938, together with interest due on the same.

“That the amount of the certificate of deposit and the additional sum of $500 paid to the plaintiff by W. W.

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Cite This Page — Counsel Stack

Bluebook (online)
139 S.W.2d 233, 200 Ark. 465, 1940 Ark. LEXIS 254, Counsel Stack Legal Research, https://law.counselstack.com/opinion/carter-v-walker-ark-1940.