Hodges v. Hale

97 S.W.2d 454, 20 Tenn. App. 233, 1936 Tenn. App. LEXIS 17
CourtCourt of Appeals of Tennessee
DecidedMarch 28, 1936
StatusPublished
Cited by7 cases

This text of 97 S.W.2d 454 (Hodges v. Hale) 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
Hodges v. Hale, 97 S.W.2d 454, 20 Tenn. App. 233, 1936 Tenn. App. LEXIS 17 (Tenn. Ct. App. 1936).

Opinion

McAMIS, J.

Action to contest the will of Mary Elizabeth Hodges, deceased, originating in the county court of Washington county and certified to the circuit court for trial upon the issue of devisa-vit vel non. The circuit judge denied the contestants Ida Mae Hale and Helen Hodges the right to contest, but sustained the right of the contestant Stanley Hodges to a trial upon the merits. Proponents Roseoe Hodges and Nelle Hodges Stegall have appealed *235 from this action of the court, and the contestants Ida Mae Hale and Helen Hodges have appealed from the action of the court in holding them estopped from contesting the will by reason of having previously instituted a suit in the chancery court to have said will construed. We will first consider the questions raised by the appeal of Ida Mae Hale and Helen Hodges.

On November 3, 1934, Ida Mae Hale, Helen Hodges, and Stanley Hodges, then a minor suing by his mother as next friend, joining with Roscoe Hodges, as one of the executors under the will of Mary Elizabeth Hodges, filed an original bill in the chancery court under' the Declaratory Judgments Act (Code 1932, sec. 8835, et seq.) against Nelle Hodges Stegall in the capacity of coexecutor and as a devisee under said will, seeking a construction of the will and praying for an adjudication of the right of the parties.

The bill alleged the execution of the will, referring to it as the will of Mary Elizabeth Hodges, and alleged that it was probated during the year 1934 and was recorded in the book of wills in the office of the county court clerk of Washington county.

To this bill and an amendment thereto, defendant Nelle Hodges Stegall interposed a demurrer, and upon these pleading the case proceeded to final decree by which the will was construed and the rights of the parties thereunder adjudicated. The complainants prayed and perfected an appeal to the Supreme Court, where the ■decree of the chancellor was affirmed by decree of the Supreme Court based upon an opinion filed July 1, 1935, now published in Hodges v. Stegall, 169 Tenn., 202, 83 S. W. (2d), 901, 100 A. L. R., 339.

After the filing of the original and amended bills to which we have referred, complainants tendered and sought permission to file a supplemental bill attacking the will upon the grounds of fraud and undue influence. As appears from the opinion of the Supreme Court, supra, it was held that issues of devisavit vel non can only be tried in the circuit court and could not be intruded upon a court of equity and that the chancellor was correct in overruling the motion to file a supplemental bill tendering that issue for trial in the chancery court.

It is the insistence of counsel for proponents that the decrees of the chancery court and of the Supreme Court, based upon the sworn allegation of the bill that the writing sought to be construed and in reference to which the complainants (here contestants) sought and obtained an adjudication of their rights was the will of Mary Elizabeth Hodges also, and of necessity, adjudicated the validity of the will, and that contestants are estopped to now contest its validity upon the grounds of fraud and undue influence.

In Grier v. Canada, 119 Tenn., 17, 107 S. W., 970, 974, it appears that Canada had alleged under oath in other proceedings that he *236 was tbe owner of certain property which, he had acquired as devi-see under a “last will and testament, which was duly probated in the county court of G-ibson county, Tenn.” In that ease, as in the-case at bar, there was no express allegation in the former proceedings that the will was a valid testamentary disposition of property, but the court held that Canada was nevertheless estopped to later-question .the valid execution of the will or the regularity of the probate proceedings. The opinion refers to the allegations in former proceedings with reference to the execution and probate of the-will as “solemn admission” of the validity of the will and that it had been legally probated. 119 Tenn., 17, at page 37, 107 S. W., 970.

A case much in point here is that of In re Lloyd’s Will, 161 N. C., 557, 77 S. E., 955, 957, decided by the Supreme Court of North Carolina April 9, 1913, wherein it was held that where a beneficiary under a will was made a party defendant to a proceeding to construe a will, his failure to deny the validity of the will or to ask that the other allegations be not passed upon until the caveat which he would file should be adjudicated precludes him from attacking the will after decree is entered. The court said:

“The point now attempted to be raised in this proceeding as to the validity of the will was necessarily passed upon, or admitted, in the former action, and hence "the judgment therein is an estop-pel.”

In Fisher v. Boyce, 81 Md., 46, 52, 31 A. 707, it was held that, where the executors had filed a petition to have the will construed and in which a decree was entered, the parties to that action would be estopped afterwards to allege the invalidity of the will because of duress or fraud.

To the same effect is the Virginia case of Corprew v. Corprew, et al., 84 Va., 599, 5 S. E., 798, the court saying, in reference to a former suit to construe the will, that the validity of the will was necessary to the determination of such a suit and that a decree of a court of competent jurisdiction construing a will according to the prayer and allegations of the bill and answer is conclusive-against the same complainant seeking, in a new suit against the same parties, to have said will declared not the will of the testator.

In this case able counsel for contestants make the argument that the bill in the former proceeding expressly alleged that the will was void. However, this charge was made in connection with the disposition of property acquired by the testator under the will of 6. W. Hodges. See published opinion in Hodges v. Stegall, supra. We think it is sufficient answer to this contention that the bill assumes a testamentary capacity and that there was no fraud in procurement.

It is also contended that contestants attempted to raise the issue *237 of tbe validity of tbe will by tbe siipplemental bill wbicb tbe court declined to permit filed and that they should, therefore, not now be cut off from tbe right to contest.

We think this contention may not be sustained for tbe reason that contestants (in that case tbe complainants) sought by the supplemental bill, as the Supreme Court held, to intrude the issue of devisavit vel non directly into the chancery court which was without jurisdiction to try it.

In Simmons v. Leonard, 89 Tenn., 622, 625, 15 S. W., 444, and in State v. Lancaster, 119 Tenn., 638, 653, 105 S. W., 858, 14 L. R. A. (N. S.), 991, 14 Ann. Cas., 953., it was expressly held that the circuit court has exclusive jurisdiction to try will contests and that it can acquire jurisdiction in such cases only where the contest is instituted in the county court and certified for trial to the circuit court. What effect then can be given an attempt to try the validity of the will in a court having no jurisdiction to try it? We think such an attempt can have no effect upon the rights of the parties. A court of competent jurisdiction was all the while open to contestants to try that issue in the regular way and, under the authority of State v.

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Bluebook (online)
97 S.W.2d 454, 20 Tenn. App. 233, 1936 Tenn. App. LEXIS 17, Counsel Stack Legal Research, https://law.counselstack.com/opinion/hodges-v-hale-tennctapp-1936.