Condry v. Coffey

43 S.W.2d 928, 163 Tenn. 508, 10 Smith & H. 508, 1931 Tenn. LEXIS 141
CourtTennessee Supreme Court
DecidedDecember 5, 1931
StatusPublished
Cited by5 cases

This text of 43 S.W.2d 928 (Condry v. Coffey) is published on Counsel Stack Legal Research, covering Tennessee Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Condry v. Coffey, 43 S.W.2d 928, 163 Tenn. 508, 10 Smith & H. 508, 1931 Tenn. LEXIS 141 (Tenn. 1931).

Opinion

Mr. Justice Swiggart

delivered the opinion ' of the Court.

This is a proceeding for the probate in solemn- form of a paper writing as the will of J. M. Condry, deceased. *510 Preliminary steps in the county court are not now material. The alleged will was exhibited to the circuit court by the proponent as a part of his “declaration,” to which a demurrer was filed by contestants. This demurrer was sustained and judgment was entered, dismissing the proceeding on the ground that “the paper writing set out in the declaration is not testamentary in form or character, and is not and cannot operate as the last will and testament of J. M. Condry, deceased.”

Prom this judgment the proponent was granted an appeal to this court.

The demurrer challenged the testamentary character of the instrument offered for probate because (1) it possesses none of the usual formalities of a will, and does not purport to be a will; (2) it does not purport to take effect at the death of the maker, nor to make disposition of his property effective at death; (3) it does not purport to do more than charge a daughter with an advancement, is not dispositiye in terms, and names neither beneficiary nor executor; and (4) it does not disclose nor indicate testamentary intent on the part of the maker.

Assignments of error are directed to the action of the circuit court in sustaining each of these grounds of demurrer.

We quote the instrument offered for probate, in full, as presented by the declaration:

“Said paper writing constituting said will is on one side of a paper; on the other side of said paper is a note. Said note is in the words and figures as follows:
“ ‘$886.00
' V ‘On or before the 22 day of February, 1907 we promise to pay to the Order of J. M. Condry Bight Hun *511 dred and.Eighty Six .Dollars ($886) without interest, for value received of him, for which we have Given the said J. M. Condry a Deed in trust on our land of even date.
“ ‘This February 22nd, 1905'.;
“ ‘J. L. Coffey,
“ ‘M. E. Coffey.’ ”
“Said will is in the words and figures as follows:
“ ‘Received on the within note $525.00. This Dec. 27, 1905.
“ ‘The above credit of $525.00 is a gift of advancement, which I this day make to my daughter, the said M. E. Coffey, wife of J. D. Coffey, and I intend this said $525.00 to be her part of my estate, the same being all that I intend her to have out of my- estate at any time, reserving all the balance of my property which I now possess, or may hereafter come in possession of- — either personal or real — to be distributed among my other children.
his
J. M. X CONDRY
mark
“ ‘Witness to his mark:
“ ‘ JOHN E. KlNSLAND,
“ ‘W. D. WolfeNbabger. ’ ”
In the reply brief of contestants, the case before us is thus stated: “In the last analysis these assignments of error raise hut one question, and that is, can the indorsement on the back of the note in question be held to operate as the last will and testament of James M. Con-dry, deceased? Is it testamentary in character, substance and form ? ”

Questions of .construction, whether the instrument *512 is properly authenticated to transmit real estate, and what interests are passed to particular devisees, are matters not within the jurisdiction of the probate court to determine. This is denlonstrated in the opinion filed by this Court on November 14th, in Jones v. Jones, 163 Tenn., 237. Nor does the demurrer herein raise any question as to the sufficiency- of the signature or authentication by the purported maker.

The opinion above cited sustains as á valid will an instrument making testamentary disposition of property, although other parts of the same instrument make present disposition of other property. Said the Court: “It is well settled that a paper writing may operate in part as a will and in part as another instrument, if it deals distinctively with reference to different properties; plainly indicating a testamentary effect as to one property and a present operation as to the other property. ’ ’

The entry on the back of the- note of a credit in the sum of $526 was a completed gift by Condry to his daughter and her husband, obligors on the note, obviously intended by him to take effect at the time the entry was made, and not subject to recall or revocation. So much of the instrument was, therefore, not testamentary in character.

But this is not true of the direction that the sum named should be charged to the daughter as an advancement. This was pro tcmto a disposition of property to take effect at death. Nothing could be done about it until the time came for the distribution of the father’s property after death. It was ambulatory in character, since any subsequently executed contrary testament would control it. We are of opinion that this direction that the. gift *513 of $525 to the daughter he charged to her as an advancement is alone sufficient to entitle the instrument to probate, if the authenticity of the instrument as a whole be established! It meets all the requisites of a valid testamentary disposition of personal property, as defined in Jones v. Jones, supra, and in McLean v. McLean, 25 Tenn. (6 Humph.), 452. See also Reagan v. Stanley, 79 Tenn., 316, 323, and Johnson v. Johnson, 103 Tenn., 32.

After characterizing’ the credit on the note as an advancement, the instrument continues:

“. . . and I intend this said $526.00 to be her part of my estate, the same being all that I intend her to have out of my estate at any time, reserving all the balance of my property which I now possess, or may hereafter come in possession of — either personal or real — to be distributed among my other children. ’ ’

Contestants correctly contend that the mere direction of a will, that a gift or devise of specific property to one next of kin or an heir at law is all that such devisee should have of the testator’s estate, is not sufficient to exclude such devisee from participation in other property of which the testator died intestate. Bradford v. Leake, 124 Tenn., 312; Waller v. Sproles, 160 Tenn., 11.

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Cite This Page — Counsel Stack

Bluebook (online)
43 S.W.2d 928, 163 Tenn. 508, 10 Smith & H. 508, 1931 Tenn. LEXIS 141, Counsel Stack Legal Research, https://law.counselstack.com/opinion/condry-v-coffey-tenn-1931.