Elmore v. Covington

172 S.W.2d 809, 180 Tenn. 128, 16 Beeler 128, 1943 Tenn. LEXIS 36
CourtTennessee Supreme Court
DecidedMay 29, 1943
StatusPublished
Cited by9 cases

This text of 172 S.W.2d 809 (Elmore v. Covington) 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
Elmore v. Covington, 172 S.W.2d 809, 180 Tenn. 128, 16 Beeler 128, 1943 Tenn. LEXIS 36 (Tenn. 1943).

Opinion

Mr. Justice Neil

delivered the opinion of the Court.

Complainants, who are the brothers and sisters and hence the heirs at law of Mrs. Lizzie Elmore Carroll, filed their original bill against the defendants seeking a recovery for breach of contract to make a will in their favor. Mrs. Lizzie Elmore Carroll was the wife of J. A. Carroll, deceased, and predeceased him. She died in *130 testate and was possessed of two bouses and lots in Springfield, Tennessee. This property descended to tbe complainants, since there were no children born to Mrs. Carroll and J. A. Carroll. The latter acquired all her personál estate, which consisted of between seven and eight thousand dollars. It is alleged in the bill that after Mrs. Carroll’s death the complainants deeded tó J. A. Carroll the two houses and lots that formerly belonged to her,- that the consideration for this conveyance was that J. A. Carroll would execute a will devising and bequeathing to them a share in his estate equal in value to shares given to his own brothers and sisters. It is alleged that J. A. Carroll was very fond of his wife’s brothers and sisters and that he agreed that in making his will he would make no difference between them and his own brothers and sisters; that by virtue of this agreement the complainants are entitled to nine-thirteenths of J. A. Carroll’s estate.

The testator died on July 20, 1942, and left a will in which he devised complainants the two houses and lots in question and bequeathed to each of them $100 in cash. The greater part of his estate was given to his own brothers and sisters, the defendant Mrs. Addie Carroll-Lax receiving a larger share than any other brother and sister.

The prayer of the bill is that complainants have and recover of H. IT. Covington, executor, and Mrs. Addie Carroll-Lax, and other brothers and sisters of testator, the difference between the value of the property received by them under the will and their share of the estate had testator made a will in compliance with the alleged agreement.

*131 The defendants answered the bill and denied all the material allegations therein. It is averred in the answer that at the time the alleged contract was entered into the testator J. A. Carroll was the owner of over 200' acres of land in Robertson County, as well as two lots in Springfield; that the contract npon which complainants rely is within the Statute of Frauds and Perjuries and "was voidable in toto as to both real estate and personal property at the election of J. A.' Carroll and that he elected to avoid the same.”

Complainants filed an amended bill in which, among other things, it is alleged that the said J. A. Carroll is estopped by his conduct from pleading the Statute of Frauds and that defendants are in no position to disaffirm the contract. It is further alleged as follows: "These complainants did not by said original bill intend to release what was devised and bequeathed to them fiy the said J. A.- Carroll and do not now do so,” etc.

Upon the filing of the amended bill, the defendants filed the following motion:

"That the Complainants be required by the Court to elect in this cause:
" (1) Whether they will pursue and prosecute the alleged claim for damages set up in the original bill, based upon- an alleged contract and agreement with said Testator to devise and bequeath to them 9/13th. of his property; or,
"(2) Whether they will pursue dnd prosecute the alleged claim set up in the supplemental bill to recover the specific property willed to them by said Testator.”

The Chancellor sustained said motion and entered a decree accordingly.

*132 Complainants have appealed and assigned errors. In the first four assignments it is contended that the complainants should not be required to make an election, because the doctrine of election is not involved. Assignment 5 is as follows:

“The Court erred in decreeing that appellants must elect, and in dismissing their bill because they refused to elect, because the testator, J. A. Carroll, deceased, did not purport to devise or bequeath to others anything that belonged to appellants; wherefore, there was nothing upon which to predicate the decree requiring election.”

We think upon an examination of the original and amended bill that complainants seek to set up inconsistent and repugnant rights and interests in the estate of the testator. In the original bill they seek a recovery based upon an alleged contract to make a will. In the amended or supplemental bill they assert their right to claim under the will and ask that the devise and bequests to them be credited upon or charged against their claim to nine-thirteenths of the estate. It is earnestly urged upon us by able counsel for complainants that the doctrine of election has no application when claims are not recognized or have not been established; that since ‘‘ the testator by his will did not devise or bequeath to others anything that belonged to complainants, that there was nothing upon which to predicate the decree requiring election.”

The testator in the instant case did not dispose of any property that belonged to these complainants. While our decisions uniformly hold that the doctrine arises where the testator gives away property belonging to a legatee or devisee, wé find ample authority to sustain the contention that it also applies where one asserts conflicting rights to property, i. e., claiming under the will *133 and making a separate claim against the estate. The cases cited by counsel, Bible v. Marshall, 103 Tenn., 324, 52 S. W., 1077; Battle v. Claiborne, 133 Tenn., 286, 180 S. W., 584; and Colvert v. Wood, 93 Tenn., 454, 25 S. W., 963, are not in conflict with this view. In applying the doctrine of election, which often involves the question of estoppel, the courts have not limited it to rights or interests that are wholly recognized or established. If the complainants are permitted to claim their devise and the bequests and also prosecute a suit for damages for breach of contract to make a will, the result will be to wholly nullify the will of the testator. It is undoubtedly true that a creditor of an estate, who is also a beneficiary under a will, may prosecute his claim without surrendering his bequest where the bequest was not intended as a payment of the debt; but in the instant case complainants are retaining benefits under the will and at the same time suing the defendants because the value of their devise and bequests is not as great as what they had hoped to receive.

Mr. Pomeroy in discussing the equitable doctrine of election says:

“This doctrine involves the notion that no man can claim inconsistent rights with regard to the same subject, and that anyone who asserts an interest under an instrument is bound to give full effect to the instrument; he cannot both accept and reject it, or avail himself of its benefits as to a part and defeat its provisions as to other parts.” Pomeroy’s Equity Jurisprudence, sec. 395.

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Bluebook (online)
172 S.W.2d 809, 180 Tenn. 128, 16 Beeler 128, 1943 Tenn. LEXIS 36, Counsel Stack Legal Research, https://law.counselstack.com/opinion/elmore-v-covington-tenn-1943.