Drinkard v. Jennings

582 S.W.2d 387, 1978 Tenn. App. LEXIS 351
CourtCourt of Appeals of Tennessee
DecidedAugust 25, 1978
StatusPublished
Cited by5 cases

This text of 582 S.W.2d 387 (Drinkard v. Jennings) 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
Drinkard v. Jennings, 582 S.W.2d 387, 1978 Tenn. App. LEXIS 351 (Tenn. Ct. App. 1978).

Opinion

OPINION

SHRIVER, Presiding Judge.

The Case

Claimant-appellee, Frances Kathleen Drinkard, dissented from the will of her husband, B. B. Drinkard, deceased, and filed a claim against his estate for $25,000.00, evidenced by a check written to her by her deceased husband, and alleging that the amount was owed to her as a debt or, in the alternative, the amount was an inter vivos gift. Virginia Rose Jennings, respondent, only child of the deceased, filed an exception to the claim as an intervening party. The Trial Court found for the claimant and the respondent appealed.

The sequence of events material to this suit are as follows:

On December 22, 1975, the decedent signed a check payable to claimant for $25,-000.00, advising her to let him know before she attempted to cash the check. There was not sufficient funds in decedent’s checking account to cover the check when it was signed. However, the record shows that he had an estate valued at $150,000.00 to $200,000.00.

Decedent died on January 10, 1976.

[388]*388On January 13, 1976, claimant made inquiries concerning the check and she was advised there were not sufficient funds to cover the check.

Decedent’s will was admitted to probate on January 20, 1976.

On April 21, 1976, claimant-wife dissented from the will.

On April 23, 1976, claimant-wife filed a claim for $25,000.00 against her husband’s estate based on the above described check.

On May 13, 1976, respondent, as an intervening party, excepted to the claim.

In an order filed November 15, 1977, the Trial Court found that the $25,000.00 claim was a just and valid claim on the theories of (1) indebtedness by contract, and (2) indebtedness by reason of gift.

The Proceedings Below

⅞ The Will of B. B. Drinkard, deceased, was admitted to probate by order entered in the County Court of Montgomery County, Tennessee on January 20, 1976, and the petitioner, Northern Bank of Tennessee, was issued letters testamentary.

Thereafter, as hereinabove set forth, the claim of Frances Kathleen Drinkard, widow of B. B. Drinkard, was filed, which claim is in words and figures as follows:

“CLAIM OF FRANCES KATHLEEN DRINKARD AGAINST THE ESTATE OF B. B. DRINKARD, DECEASED
“Petitioner, FRANCES KATHLEEN DRINKARD, says that the estate of B. B. Drinkard, deceased, has an indebtedness to her in the amount of $25,000.00 as a result of the following:
The real estate which was acquired by her deceased husband, B. B. Drinkard, in his and their joint names was acquired by her own funds. In order to partially reimburse claimant for the use of her funds in acquiring said real estate in decedent’s name, decedent, B. B. Drinkard, executed a check payable to claimant’s order in the amount of $25,000.00 dated December 22, 1975, signed by the decedent and drawn on the Northern Bank of Tennessee. At the time of issuing and signing this check and delivering same to claimant, the said B. B. Drinkard did not have sufficient funds in his bank account at the Northern Bank of Tennessee to pay it. Decedent was supposed to have made arrangements to have this check paid, but he never did so prior to his death.
/s/ Frances Kathleen Drinkard
[Acknowledgment]”

This was followed by a petition for an assignment of homestead, dower and a year’s support on behalf of Frances Kathleen Drinkard, widow of the decedent.

Exception to the claim was filed by Virginia Rose Jennings, only child of B. B. Drinkard, deceased, wherein it is stated:

“Virginia Rose Jennings would show that the estate of her late father is not indebted to claimant in any amount other than the amount she is entitled to under the law as a result of her being the widow of her father.”

On August 22, 1978, the claimant filed a motion for leave to amend the claim, said motion being as follows:

“MOTION FOR LEAVE TO AMEND CLAIM
Comes now the Petitioner and moves the Court for an order permitting her to amend her claim filed April 23, 1976 by adding a third paragraph thereto, which will read as follows:
‘In the alternative, Petitioner would show that by signing and delivering said check to Petitioner, the said B. B. Drinkard made a valid inter vivos gift of $25,000.00, which gift his estate, holding said $25,000.00 on a constructive trust, should now be compelled, as a matter of equity, to complete.’
/s/ Dempsey M. Marks Attorney for Petitioner”

The foregoing motion was granted by the Court by order of August 24, 1977.

Proof was taken in the form of a discovery deposition of the claimant and the deposition was ordered filed, it being [389]*389agreed between the parties that said deposition would be used in the trial of the cause.

Mr. Frank Wenzler, Vice-President of the Northern Bank of Tennessee was called as a witness to testify at the trial on behalf of the claimant. He identified decedent’s signature on the check.

Following the filing of briefs by the respective counsel for the parties and upon motion for a finding of facts, the Honorable Trial Judge, William 0. Beach, filed his Findings of Fact which may be summarized as follows:

Findings of Fact

In discussing the claim as an indebtedness by contract the Court found that the $25,-000.00 check dated December 22, 1975 on which the claim is based bears the genuine signature of decedent, B. B. Drinkard, as shown by the testimony of Mrs. Drinkard and Mr. Frank Wenzler, Vice-President of the Northern Bank, on which the check was drawn; that at the time of Mr. Drinkard’s death, the claimant, Mrs. Drinkard, was the holder of the instrument in question and presently owns said instrument; that there is evidence to support a finding that the check in question was given to Mrs. Drin-kard in satisfaction of what she and her husband saw as her contribution to the marriage and an unwritten partnership respecting the marital properties.

As to the indebtedness by reason of a gift, the Court recites certain facts which constitute proof of the existence of the requisite elements of donative intent and delivery necessary to form a gift inter vivos. The Court further found from the Federal Estate Tax return exhibited to the Court that the decedent was possessed of assets sufficient to place funds in the account before the check was presented so that the check could be paid.

The Final Decree recites, in pertinent part, as follows:

“After consideration of the evidence and the Briefs submitted by counsel for both parties, the Court is of the opinion that the claim of FRANCES KATHLEEN DRINKARD for Twenty-five Thousand Dollars ($25,000.00) against the Estate of B. B. DRINKARD is a just and valid claim on both theories of FRANCES KATHLEEN DRINKARD, that is the theory of an indebtedness owed her by the estate and a theory of a gift to her by her deceased husband.
It is, therefore, ORDERED, ADJUDGED and DECREED that the claim of FRANCES KATHLEEN DRINKARD against the Estate of B. B.

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

Related

In Re Webb
432 B.R. 234 (N.D. Mississippi, 2010)
Franklin v. Kwik Cash of Martin (In Re Franklin)
254 B.R. 718 (W.D. Tennessee, 2000)
Claude Garrett v. State
Court of Criminal Appeals of Tennessee, 2000

Cite This Page — Counsel Stack

Bluebook (online)
582 S.W.2d 387, 1978 Tenn. App. LEXIS 351, Counsel Stack Legal Research, https://law.counselstack.com/opinion/drinkard-v-jennings-tennctapp-1978.