Clausen v. Jones

45 S.W. 183, 18 Tex. Civ. App. 376, 1898 Tex. App. LEXIS 87
CourtCourt of Appeals of Texas
DecidedMarch 8, 1898
StatusPublished
Cited by4 cases

This text of 45 S.W. 183 (Clausen v. Jones) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Clausen v. Jones, 45 S.W. 183, 18 Tex. Civ. App. 376, 1898 Tex. App. LEXIS 87 (Tex. Ct. App. 1898).

Opinion

PLEASANTS, Associate Justice.

William Jones, who died in September, 1896, was insured in the order of the Knights of Pythias, and at his death held a benefit certificate by virtue of such insurance for the sum of $3000, payable upon his death to his wife, Elvine J ones. This benefit certificate was one which Jones had procured from the order in lieu of one previously issued to him, and which was surrendered by him, and canceled by the supreme lodge when the second certificate was issued. The first certificate was made payable to his wife, the appellee, and to his children by a former marriage, and who are the appellants, one thousand dollars to the wife, and two thousand dollars to the children. Upon the death of Jones, Thomas Clausen, who is the grandfather of the appellants, as their next friend, advised the Supreme Lodge of the Knights of Pythias that the appellants were entitled to a part of the insurance due upon the certificate which was payable to appellee, and forbade the pay *377 ment of the certificate to her. The order, upon receipt of notice, declined to pay over the money to Mrs. Jones, and she brought suit against it to recover the same. The defendant, the Supreme Lodge of the Knights of Pythias, appeared and declared its readiness to pay the amount of the certificate to whom it belonged, and tendered the money due upon the certificate into court, and prayed the protection of the court; and the minor children of the deceased, Anna H. E. J ones, Mary C. J. J ones, and Gussie D. A. Jones, by their next friend and guardian of their persons, intervened and alleged that they were entitled to two-thirds of the $3000 claimed by the plaintiff; that their father held a certificate for $3000 issued to him by the defendant, from January, 1895, until his death, and that in the latter part of the year 1895, about December 26, their father, the said William Jones, became desirous of changing the form, but not the substance, of said certificate; and to avoid legal complications in the collection of the insurance after his death, and for other reasons, he changed the certificate in form to make it payable to Elvine Jones, the plaintiff; and the certificate thus changed and issued in lieu of the one issued in January, 1895, is now in the possession of the said Elvine J ones, who wrongfully claims the whole of the insurance money due upon the said certificate, when in fact she is only entitled to one-third of the same; that their father did not intend, by malting the certificate payable alone to his wife, the said Elvine, to vest her with any greater interest in the proceeds of said certificate than she was vested with by the first certificate issued in January, 1895; and that she is only entitled to the amount originally specified in said benefit certificate, to wit, one thousand dollars; that it was the intention of the said William J ones to engraft, and that he did engraft, a paroi trust upon said certificate in favor of his children, the interveners; and that such trust was to the extent, and no further, of making his wife, the said Elvine, to collect the insurance, and that the right and property of interveners to and in said certificate, to the extent of two-thirds of the proceeds thereof, remains unaffected by changing the form of the certificate in the manner above shown; and that interveners are of right entitled to two thousand dollars of the insurance money guaranteed by said certificate. The interveners averred further, that the said William Jones made frequent statements as to their interest in said certificate, alleging that the change which he had made in his policy of insurance was made only to create a trust to enable his wife to collect the proceeds of the certificate, and that his children, the interveners, upon his death would be entitled to two thousand dollars and his wife to one thousand dollars. The interveners made further averments to the effect that Elvine Jones, the plaintiff, was not their mother; has no legal custody or control of them; that she is insolvent; and from her former treatment of them, they fear if she receives the $2000 to which they are entitled, she will refuse to pay the same over to the guardian of interveners; and they therefore insist that she is unfit to execute the trust engrafted upon said policy by their father; and the petition concludes *378 with prayer that they have judgment for $2000 of the proceeds of the certificate, paid into court by the defendant, the Supreme Lodge of the Knights of Pythias, and that the plaintiff have judgment for $1000 only of said moneys, and that interveners recover their costs of the plaintiff.

To this petition plaintiff filed a supplemental petition, which contained several exceptions to the intervener’s petition, which' were overruled; and in addition to the exceptions the plaintiff denied the averments of the interveners’ petition, and specifically denied that William Jones in his life time ever created or engrafted a paroi trust upon said benefit certificate, but if she should be mistaken as to this, she declared her willingness to execute the trust, and she averred there is no just cause shown in said amended petition of interveners, why she should not continue as trustee, if a trust be declared. In reply to this supplemental petition, interveners filed a trial amendment, in which they charged that plaintiff well knew of such paroi trust, and that the said William Jones never vested her with more than one-third interest in the benefit certificate; and that he frequently declared, in the presence of the plaintiff, that she would have one-third, and his children, the interveners, two-thirds of the proceeds of said certificate; and the interveners further alleged and charged that the plaintiff should not be permitted to collect said moneys for the following reasons, in addition to those alleged in their amended petition: that she has always been hostile to interveners, claiming the whole of said fund as her own, and denying their right to an)r part of the same; that she is unsuitable to act for them by reason of her harsh and cruel treatment of interveners heretofore, when under her control; charging that she had not sufficiently provided them with food and clothing; that she hired out one of them and appropriated her wages to the use of herself, and that she had beaten said interveners, and otherwise cruelly treated them.

Upon trial of the cause verdict and judgment were rendered for the plaintiff, and the interveners applied to this court; and, among others which it will not be necessary to notice, assign the following errors: (1) “The court erred in its ruling ordering stricken out that part of the trial amendment of interveners filed May 4, 1897, which set out the ill treatment of said minors and the hostility of Elvine Jones to them. Said order stigmatizing said matter in the amendment as slanderous, .when in fact said allegations were not slanderous; that such voluntary order entered by the court and read in the presence of the court was improper, and the said matter ordered stricken out was material as ground for removing Mrs. Elvine Jones from the trust alleged to have been vested in her respecting the money to be collected from the Knights of Pythias.” The interveners distinctily averred that the paroi trust created and engrafted by William Jones upon the benefit certificate was power given the plaintiff to collect the whole amount of the insurance secured by the benefit certificate, and nothing more. This being the extent of the trust confided to her, we can not see that Mrs.

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Bluebook (online)
45 S.W. 183, 18 Tex. Civ. App. 376, 1898 Tex. App. LEXIS 87, Counsel Stack Legal Research, https://law.counselstack.com/opinion/clausen-v-jones-texapp-1898.