Draper v. Morris

36 N.E. 714, 137 Ind. 169, 1894 Ind. LEXIS 202
CourtIndiana Supreme Court
DecidedMarch 6, 1894
DocketNo. 16,676
StatusPublished
Cited by20 cases

This text of 36 N.E. 714 (Draper v. Morris) is published on Counsel Stack Legal Research, covering Indiana Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Draper v. Morris, 36 N.E. 714, 137 Ind. 169, 1894 Ind. LEXIS 202 (Ind. 1894).

Opinion

Hackney, J.

On the 3d day of May, 1886, one Thomas Morris died testate in Washington county, leaving surviving him his wife, Hannah Morris, and leaving no children.

The second item of his last will was as follows: “As to my farm in said county, to wit, 84 acres, * * * I make the following disposition of same: I devise said farm and land to my brother, Micah Morris, to be his in fee simple, reserving, to myself and my wife, Hannah Morris, full control and possession of said farm during each of our lives. And if my said wife shall not elect to accept the terms of this will at my death, I devise her a life estate in said land anyhow, and at her death two-thirds of the land in fee shall be, and the same is, hereby devised to my said brother * *'

On the 18th day of May, 1886, said widow filed in the [170]*170office of the clerk of the circuit court a written statement in the following words:

“This is to certify that I, the undersigned surviving widow of the late Thomas Morris, deceased, hereby make my election to take my portion of the property of my said husband, deceased, under the statute, in lieu of the portion as devised to me by the last will and testament of my said husband.
Her
“Hannah + Morris.
“Witness:
“Jambs A. Laring.”

It will be observed that the statement of election was not acknowledged, as required by law. Elliott’s Supp., section 428; R. S. 1894, section 2666.

Further agreed facts are that on the 20th day of May, 1886, said Hannah Morris filed in the Washington Circuit Court, a complaint to contest said will, making said Micah Morris a defendant, and on the 5th day of June, 1886, she filed an additional paragraph of complaint in contest of said will, in which she set out a copy of said statement of election.

It is expressly agreed that said filing “was the only filing of said alleged widow’s election that ever occurred, to wit, as an exhibit with a paragraph of her complaint contesting her husband’s will.”

It will also be observed that there is apparent conflict in the agreed facts that said statement was filed on the 18th day of May, 1886, and that the only filing was on the 5th day of June, 1886, when filed as an exhibit with a paragraph of complaint contesting the will. The conflict in dates is unimportant, but the essential fact is as to the manner of filing, and of that fact there is no conflict, but it is conclusive that it was “as an exhibit with a paragraph of her complaint.”

It appears that upon said complaint in contest, issues [171]*171were formed, a trial was had, and a finding and judgment sustaining said will, from which judgment said widow appealed to this court, wherein the judgment so sustaining said will, was affirmed.

None of the pleadings in said proceeding to contest said will are before us in this record.

The widow, Hannah Morris, departed this life, intestate, on the 19th day of December, 1888, leaving no others to inherit from her than the appellants and the appellee, Charles Albertson. The interests of the parties are agreed upon in the event it is found that said Hannah held a fee-simple interest in the lands of her deceased husband.

The circuit court found for the appellee Micah Morris, thereby holding that the said Hannah Morris, upon her death, possessed but a life estate in any part of the lands of which Thomas Morris died seized.

If, under the facts stated, the widow did not elect to take under the law, and to renounce the will, in substantial compliance with the statute governing such elections, her interest in said land is to be measured by the terms of the will.

The appellants’ learned counsel first contend that by the decision in the action to contest the will there was such an adjudication of the efficacy of the statement here asserted as an election, and to constitute a valid renunciation of the will, as to not only create a rule of property, but to preclude the appellee Morris to question the sufficiency of such statement.

It is true, as held in Schori v. Stephens, 62 Ind. 441, that an adjudication establishing a construction of an instrument, upon the faith of which investments are made, should be regarded as a rule of property, and should preclude those for or against whom such decision is made, but the doctrine of that case has no appli[172]*172cation upon the facts before us. As we have said, the pleadings in the case to contest the will are not in the record, and while seriously doubting our privilege of going to the case of Morris v. Morris, 119 Ind. 341, to supply the pleadings, when we look into that case we do not find that this court considered the question of the sufficiency of the statement to constitute an election under the statute. If its sufficiency was there in question, it is unfortunate for the appellants’ position, for we learn that the paragraph of complaint alleging an election was held insufficient.

If, as appellants urge, it was there in issue because it might have been put in issue, as held in the cases cited from Fischli v. Fischli, 1 Blackf. 360, to Wilson v. Buell, 117 Ind. 315, then a decision there adverse to the ancestor of the appellants would, by the same authorities, preclude the appellants.

In our opinion, the sufficiency of the election to comply with the requirements of the statute was not in issue in the former proceeding, even if we should adopt the appellants’ theory that we may look to the reported case as supplying the record.

It is next urged that though not acknowledged, the statement was in substantial compliance with the requirements of the statute above cited. In this contention counsel seem to have overlooked the infirmity of the alleged election in not further complying with the statute in having the election ' 'filed and recorded in the office of the clerk of the circuit court, in which such will is probated and recorded, by such clerk, in the record of wills, reference being made from such record to the book and page in which the will is recorded,” etc. This may have been overlooked because of the inconsistency of the record upon which the subject of the filing, as above mentioned, but we hold that the burden is upon the ap[173]*173pellants to make manifest, by the record, the error of the trial court, and it is in the light of this rule that we have construed the record.

In passing upon the sufficiency of the election, we have, therefore, a mere statement of the widow, not acknowledged, not recorded and not filed, except as an exhibit with a pleading. There must be a substantial compliance with the statute. Fosher v. Guilliams, Exr., 120 Ind. 172.

If a particular mode of election is specified, another mode, as a suit for dower in disregard of the will, will not suffice. Shaw v. Shaw, 2 Dana, 341.

“In all cases where there is a will, the widow is conclusively bound by it, unless she renounces its provisions and elects in the manner pointed out in the statute. Fosher v. Guilliams, Exr., supra; Stephens v. Gibbes, 14 Fla. 331; Waterbury v. Netherland, 6 Heisk. 512.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Estate of Gerke v. Estate of Gerke
580 N.E.2d 972 (Indiana Court of Appeals, 1991)
Douglas v. Newell
719 P.2d 971 (Wyoming Supreme Court, 1986)
City of Indianapolis Etc. v. Walker
168 N.E.2d 228 (Indiana Court of Appeals, 1960)
Waybright v. Longstreet
46 N.E.2d 683 (Indiana Supreme Court, 1943)
Sputh v. Francisco State Bank
13 N.E.2d 880 (Indiana Court of Appeals, 1938)
In re the Estate of Zweig
145 Misc. 839 (New York Surrogate's Court, 1932)
Garman v. State Ex Rel. Sprang
173 N.E. 640 (Indiana Court of Appeals, 1930)
John A. Boyd Motor Co. v. Claffey
165 N.E. 255 (Indiana Court of Appeals, 1929)
Heney v. Manion
123 A. 183 (Court of Chancery of Delaware, 1924)
Brown v. Kemp
124 N.E. 777 (Indiana Court of Appeals, 1919)
Millett v. Aetna Trust & Savings Co.
122 N.E. 344 (Indiana Court of Appeals, 1919)
State Exchange Bank v. Paul
108 N.E. 532 (Indiana Court of Appeals, 1915)
Standard Forgings Co. v. Holmstrom
104 N.E. 872 (Indiana Court of Appeals, 1914)
Northwestern S. S. Co. v. Cochran
191 F. 146 (Ninth Circuit, 1911)
In re the Will of Weien
139 Iowa 657 (Supreme Court of Iowa, 1908)
Miller v. Stephens
63 N.E. 847 (Indiana Supreme Court, 1902)
Dudley v. Pigg
48 N.E. 642 (Indiana Supreme Court, 1897)
Archibald v. Long
43 N.E. 439 (Indiana Supreme Court, 1896)

Cite This Page — Counsel Stack

Bluebook (online)
36 N.E. 714, 137 Ind. 169, 1894 Ind. LEXIS 202, Counsel Stack Legal Research, https://law.counselstack.com/opinion/draper-v-morris-ind-1894.