Clark v. Hefley

238 S.W.2d 513, 34 Tenn. App. 389, 1950 Tenn. App. LEXIS 154
CourtCourt of Appeals of Tennessee
DecidedNovember 8, 1950
StatusPublished
Cited by11 cases

This text of 238 S.W.2d 513 (Clark v. Hefley) is published on Counsel Stack Legal Research, covering Court of Appeals of Tennessee primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Clark v. Hefley, 238 S.W.2d 513, 34 Tenn. App. 389, 1950 Tenn. App. LEXIS 154 (Tenn. Ct. App. 1950).

Opinion

BAPTIST, J.

Tbe question here arises upon an item in tbe last will and testament of L. T. Holliday, deceased, who died in Obion County, Tennessee, on November 15, 1946, said will being probated in tbe County Court of said County.

Tbe item referred to is as follows: ‘ ‘ I give and bequeath to Mrs. Lottie C. Clark tbe sum of Pour Thousand Five Hundred ($4,500.00) Dollars, upon tbe condition that she be a widow at tbe time of my death and provided further that should she not be a widow at tbe time of my death, she is not to receive anything at that time, but if she become a widow before my estate is wound up, she is then to receive tbe Pour Thousand Five Hundred ($4,500.) Dollars. If she does not become a widow before my estate is wound up, then this Forty-five Hundred Dollars shall revert to my estate.”

*392 The complainant, Mrs. Clark, who was a niece of Mrs. L. T. Holliday, deceased, wife of the testator, alleges that her •said aunt entered a contract with her said husband, the testator, wherein it was agreed that the survivor would leave $5,000.00 to Mr. Holliday’s nephew, Charles ■Brooks Holliday, and $5,000.00 to Mrs. Holliday’s niece, Mrs. Lottie C. Clark.

That in this agreement no mention was made of Mrs. Lottie C. Clark being a widow; that no conditions were placed on this agreement between the parties.

That as a consequence, and in consideration of the agreement, Mrs. Holliday conveyed to her said husband all of her property, including stocks and bonds.

That L. T. Holliday breached said contract by putting in the will the condition that she must be a widow before she could receive the legacy.

That she is married and living with her husband Charles Clark, .and was married to and living with her said husband at the time the contract was entered into between her said aunt and her said husband; that he is a good husband; that the condition that she be a widow before she inherit the legacy of L. T. Holliday is a condition she has no control over; that it is an impossibility of legal performance by her, and is a condition that is void against public policy.

The defendants filed answer and cross-bill. They aver that the complainant’s cause of action accrued as a claim against the estate of the testator and that it is barred under Code Sec. 8225, providing that claims against an estate, unless filed within eighteen months from the qualification of the executors, shall be barred.

They deny that the condition placed upon the bequest is void as being contrary to public policy.

*393 They deny the making, of the contract between L. T. Holliday and his wife.

They aver that the filing of the bill in this case constitutes a contest of the will, and by cross-bill pray that the Court declare it to be a contest within the meaning of Section 17 of the will, and the defendant’s rights under the will be declared forfeited.

The defendant, Mrs. Clark, filed a demurrer to the cross-bill which was sustained.

The case was presented to a jury upon the following issues, and with the answers as given:

“1. ‘Did Mr. L. T. Holliday agree and contract with his wife, Mrs. Holliday to, on his death, if she preceded him, leave to Mrs. Lottie C. Clark the sum of $5,000,00?’-
“To which question the Jury answered, ‘Yes’.
“2. ‘If your answer to question (1) is ‘Yes’, then,
“(a) ‘Was there a valuable consideration for such an agreement and contract, to which question the Jury answered, “Old and Third Bank Stock and Bank Account”.’
“(b) ‘If you say there was a consideration, what was it?’
‘ ‘ The jury answered ‘ $5,000.00 ’. ”

Judgment was pronounced upon the jury’s .verdict and a decree entered in favor of Mrs. Clark in the amount of $4,500.00, the testator having previously advanced her $500.00.

The complainants’ motion for a new trial having been overruled, they have appealed to this Court in the nature of a writ of error and assigned errors.

The testator and his wife, Mrs. L. T. Holliday were married and lived together for many years. Evidently,’ they were frugal and industrious people and accumulated *394 the large estate disposed of in his will. They were childless.

The complainant, Mrs. Clark, was the niece of Mrs. Holliday and her only close relative. Brooks Holliday was the only close relative of Mr. Holliday.

It is fully proven by a number of witnesses that L. T. Holliday and his wife entered into an agreement whereby the survivor was to leave $5,000.00 to Brooks Holliday and $5,000.00 to Lottie Clark, one of the conditions being that Mrs. Holliday would transfer her property to her husband.

In the year of her death, Mrs. Holliday transferred to her husband her bank account in the amount of $4,382.40, and ten shares of stock in the Old & Third National Bank of Union City of the value of $400.00 per share, or in the aggregate $4,000.00.

It is shown by the testimony of Mr. Robert D. Fry, attorney of the Union City Bar, that L. T. Holliday wrote several wills, in each of which he bequeathed to Mrs. Clark $5,000.00 without any conditions. It should be said that Mr. Fry’s testimony is not based on communications between attorney and client, but from open discussions between the testator and Mr. Fry’s father, Mr. Fry having no connection with his father in the practice of law.

The witness, Mitt Shaw, testifies that he often heard in their home the testator and his wife speak of the agreement that they would leave $5,000.00 to his nephew and $5,000.00 to her niece, Mrs. Clark; that on one occasion the testator said to his wife: “If you will deliver the bank stock to me, I will agree to certainly carry out our agreement and give Miss Lottie $5,000.00,” and that she agreed to this transfer and agreed to the $5,000.00 going to Charles Brooks Holliday.

*395 The witness, Nannie Sanders, testifies that she heard the testator say time and again that it was thoroughly understood between him and his wife that Lottie Clark would get her part, that she was to have hers and his nephew was to have. his; that Mrs. Holliday said she wanted Lottie to have her part and he agreed to it.

Mrs. Nannie Roberts testifies that she heard both the testator and his wife say that Miss Lottie was to come in equal with Brooks; that as much as they gave Brooks she was to have too; that she heard the testator promise his wife that if she went first, he would see to it that Lottie got her part, as much as Brooks got.

Mrs. Lester Caldwell testifies that both the testator and his wife were talking before the witness and that it was understood that each one was to allow their niece and nephew to share and share alike; that she had once read one of the wills of the testator in which the complainant was to receive the sum of $5,000.00.

.For some years before the death of Mrs.

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Bluebook (online)
238 S.W.2d 513, 34 Tenn. App. 389, 1950 Tenn. App. LEXIS 154, Counsel Stack Legal Research, https://law.counselstack.com/opinion/clark-v-hefley-tennctapp-1950.