In re Estate of Hurdle

868 S.W.2d 627, 1993 Tenn. App. LEXIS 61
CourtCourt of Appeals of Tennessee
DecidedJanuary 22, 1993
StatusPublished
Cited by3 cases

This text of 868 S.W.2d 627 (In re Estate of Hurdle) 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
In re Estate of Hurdle, 868 S.W.2d 627, 1993 Tenn. App. LEXIS 61 (Tenn. Ct. App. 1993).

Opinion

HIGHERS, Judge.

Plaintiffs, Larry J. Pardue, Louis W. Par-due and Ronald P. Pardue, filed a petition in the Chancery Court at Fayette County to determine the heirs of the estate of J.T. Hurdle. The court held that the wills of Ruby and J.T. Hurdle were mutual and irrevocable and that J.T. Hurdle’s estate passed to his heirs at law. The plaintiffs have appealed. The determinative issue is whether the Hurdles’ wills are mutual and irrevocable.

The record on appeal consists primarily of the Chancery Court’s findings of fact and opinion of law. J.T. and Ruby Hurdle were married for approximately 50 years. While no children were born of this marriage, Ruby Hurdle had two children from a previous marriage.

J.T. Hurdle executed his will in January of 1957 and Ruby Hurdle executed her will in July of 1974. The provisions of their wills were identical. In particular, Item II of J.T. Hurdle’s will states that, “I, give, devise and [628]*628bequeath unto my wife, Ruby S. Hurdle, all of my property both real and personal of every nature and kind in fee simple.” Item II of Ruby S. Hurdle states, “I, give, devise and bequeath unto my husband, J.T. Hurdle, all of my property both real and personal of every nature and kind in fee simple.”

Ruby Hurdle died in 1988 and J.T. Hurdle died in 1990. J.T. Hurdle’s heirs at law are his siblings and the descendants of his deceased siblings. Ruby Hurdle had two children from a previous marriage who predeceased J.T. Hurdle. One of Ruby Hurdle’s deceased children left three surviving issue (Ruby’s grandchildren). Following J.T. Hurdle’s death, the court appointed Robert W. Hurdle, J.T.’s Hurdle’s nephew, as the administrator of J.T. Hurdle’s estate. Shortly, thereafter, Larry J. Pardue, Louis W. Par-due and Ronald P. Pardue, Ruby Hurdle’s grandchildren, filed a petition to determine the heirs of the estate of J.T. Hurdle. Larry J. Pardue subsequently disclaimed his inheritance, if any, in the estate.

The court found that Ruby Hurdle and J.T. Hurdle’s wills were bound together in the same will jacket of J.T. Hurdle, that the wills were found in the joint safe deposit box of J.T. Hurdle and Ruby Hurdle, and that the wills contained identical items. Based on those facts, the court held that Ruby Hurdle and J.T. Hurdle made a contract on July 19, 1974, to make their wills mutual and irrevocable. Consequently, the court found that the parties’ wills constituted a single will and that upon her death, Ruby Hurdle’s will became the sole effective will of the parties. Consequently, the court held that on J.T. Hurdle’s death all his property passed under the laws of descent and distri-button to his heirs at law. Two of the plaintiffs below have appealed to this court.

Appellants’ position is that the evidence in the record is insufficient to establish that the wills of J.T. and Ruby Hurdle were mutual and contractually binding on the last to die. As such, appellants contend that under the Tennessee anti-lapse statute, T.C.A. § 32-3-105 1, they are entitled to J.T. Hurdle’s estate pursuant to the terms of his will. We agree.

Generally, a will is ambulatory and revocable during a person’s lifetime. Parties may, however, contract with each other to limit future testamentary distribution of property by the survivor. In such a case, the will of the first party to die is the will of both parties and the will of the last party to die is ineffective. In 1977, the General Assembly enacted T.C.A. § 32-3-107 2, later designated as “The Trautman Act of 1978,” which describes the requirements of a contract to make a will. This statute does not apply retroactively. Junot v. Estate of Gilliam, 759 S.W.2d 654 (Tenn.1988).

Prior to the enactment of the Trautman Act, courts generally looked to the terms of the parties’ wills and the circumstances surrounding the execution of the wills when faced with the question of whether parties intended contractually to limit the survivor’s right of disposition. Harris v. Morgan, 157 Tenn. 140, 7 S.W.2d 53 (1928), established the principle that a court should consider the circumstances surrounding the execution of wills in addition to the wills themselves before reaching a conclusion that a contract exists between the testators. In Harris, the decedent was part owner with his two sisters and a brother of certain property which was operated for the mutual benefit of the four. [629]*629The siblings made an oral agreement that each would make a will that provided that after the death of the last survivor the property would be divided among the children of the decedent and all four wills were executed as agreed. After the first sibling died, the remaining siblings announced their intention to revoke their wills and make another disposition of their interest in the property. The primary question for the court was whether the four wills of the siblings were sufficient written evidence of a contract to meet the requirements of the statute of frauds. The Tennessee Supreme Court stated that:

[I]t seems to us proper to consider the circumstances under which each of the four wills was prepared and executed.... Looking to these circumstances it appears that the four wills were executed simultaneously, at the same place, and were witnessed by the same persons. They manifest a joint purpose, which could not be consummated except through the co-operation and agreement of the four parties in interest, that their joint property be held intact until the death of the survivor, and then be distributed among the children of one of them.
The four instruments, executed under these circumstances, must necessarily be considered as parts of a single transaction, to the same extent as if they had been executed upon the same sheet of paper. It is proper, therefore, that they be construed and considered together, and not each one separately, (emphasis added)

Id. 7 S.W.2d at 55-56.

The question of a testator’s contractual intent to limit disposition arises most often in the case of mutual wills and joint and mutual wills. Mutual wills are separate wills of two persons which are reciprocal in their provisions. The wills of the parties in the ease at bar are mutual. A joint and mutual will, on the other hand, is one will executed by two persons with reciprocal provisions, which shows on its face that the devises were made one in consideration for the other.

The Tennessee Supreme Court recognized the importance of this distinction to the question before this court in Seat v. Seat, 172 Tenn. 618, 113 S.W.2d 751 (1938). In Seat, the testators, who were husband and wife, executed a joint will that recited that most of their personal property had been produced and accumulated by their joint efforts. The will bequeathed a life estate to the survivor and one-half of the remainder of the property to the heirs-at-law and next-of-kin of the husband and the other one-half to the brother and sister of the wife. After the husband died, the widow probated the will but thereafter attempted to dissent from it. In holding that the husband and wife intended contractually to bind one another, the Seat

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Bluebook (online)
868 S.W.2d 627, 1993 Tenn. App. LEXIS 61, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-hurdle-tennctapp-1993.