In Re: Estate of Ina Ruth Brown

CourtCourt of Appeals of Tennessee
DecidedOctober 4, 2011
DocketE2011-00179-COA-R3-CV
StatusPublished

This text of In Re: Estate of Ina Ruth Brown (In Re: Estate of Ina Ruth Brown) 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 Ina Ruth Brown, (Tenn. Ct. App. 2011).

Opinion

IN THE COURT OF APPEALS OF TENNESSEE AT KNOXVILLE August 17, 2011 Session

IN RE: ESTATE OF INA RUTH BROWN

Appeal from the Chancery Court for Knox County, Probate Division No. 61159-3 Michael W. Moyers, Chancellor

No. E2011-00179-COA-R3-CV-FILED-OCTOBER 4, 2011

This appeal arises from a dispute concerning a contract to execute mutual wills. Ina Ruth Brown (“Mrs. Brown”), and her husband, Roy Brown, Jr. (“Mr. Brown”), executed mutual wills as agreed by contract. After Mr. Brown’s death, Mrs. Brown executed a new will. Mrs. Brown died. Rockford Evan Estes (“Defendant”), Mrs. Brown’s son, submitted the new will for probate. Mr. Brown’s adult children, Roy E. Brown, III, Joan Brown Moyers, and Donna Brown Ellis (“the Plaintiffs”) filed this will contest suit in the Chancery Court for Knox County, Probate Division (“the Trial Court”), contesting the new will on the basis that, among other things, the mutual wills between Mr. Brown and Mrs. Brown were irrevocable. Both the Plaintiffs and Defendant filed a Motion for Summary Judgment. The Trial Court denied Defendant’s motion, granted the Plaintiffs’ motion for summary judgment, and voided the new will created by Mrs. Brown. Defendant appeals. We hold that the Trial Court did not err in denying Defendant’s motion for summary judgment because the Trial Court did have subject matter jurisdiction to hear this will contest based on this breach of contract claim. We further find that the Trial Court did not err in granting the Plaintiffs’ motion for summary judgment after also finding that the June 13, 2002 contract to execute mutual wills was supported by adequate consideration. We affirm the judgment of the Trial Court.

Tenn. R. App. P. 3 Appeal as of Right; Judgment of the Chancery Court Affirmed; Case Remanded

D. M ICHAEL S WINEY, J., delivered the opinion of the Court, in which C HARLES D . S USANO, J R., and J OHN W. M CC LARTY, J.J., joined.

Mark E. Brown and Maurice W. Gerard, Knoxville, Tennessee, for the appellant, Rockford Evan Estes.

William L. Waters, Knoxville, Tennessee, for the appellees, Roy E. Brown, III, Joan Brown Moyers, and Donna Brown Ellis. OPINION

Background

In October 1999, Mrs. Brown and her husband, Mr. Brown, entered into a contract to execute wills.1 According to Mr. Brown’s will, in part, Mrs. Brown was to receive a life estate in residential property at Browns Gap Road and an adjoining one-fourth acre lot. At her death, the property would pass per stirpes to the Plaintiffs. Pursuant to Mrs. Brown’s will, in part, Mr. Brown was to receive a life estate in property at Irolla Road that would pass to Mrs. Brown’s sons upon Mr. Brown’s death. In May 2002, Mrs. Brown and Mr. Brown transferred the Browns Gap Road property by warranty deed to Mr. Brown’s son, Roy Brown, III, and his wife, Teresa Gail Brown. The deed for this transfer was recorded in June 2002.

On June 13, 2002, Mrs. Brown and Mr. Brown signed a contract to execute mutual wills. The parties agreed that their respective wills could not be changed without the consent of the other, and the contract further stated, in part:

3. Each party agrees that in the event of the death of one of them, the surviving party shall have no right to change his or her Will dated the 13 day of June, 2002, nor shall the surviving party have the right to dispose of any property, real or personal, except as permitted under the terms of the other’s Will dated 13 June, 2002, a copy of which is attached hereto.

Mrs. Brown’s will included the following provision:

My real estate is to be retained for the use of my husband Roy E. Brown, Jr. for the duration of his lifetime. At his death all property is to be given per stirpes in equal shares to Roy E. Brown, III, Joan Brown Moyers, Donna Brown Ellis, and my son Rockford Evan Estes.

Mr. Brown’s will contained a similar reciprocal provision. Mr. Brown died shortly after the signing of the June 13, 2002 contract to execute wills.

On June 28, 2002, Mrs. Brown executed a new will, revoking previous wills. The June 28, 2002 will left, per stirpes, all of Mrs. Brown’s tangible personal property not held solely for investment purposes and residuary estate not effectively disposed of elsewhere

1 In Mr. Brown’s Last Will and Testament, the date under Mr. Brown’s signature reads “10-27-97” but the date elsewhere in the documents is given as October 27, 1999.

-2- in the will to her son, Defendant. Mrs. Brown died in February 2003. In March 2003, Defendant filed his Petition for Probate of Will and Granting of Letter Testamentary in the Trial Court. The June 28, 2002 will subsequently was admitted to probate.

In February 2004, the Plaintiffs filed their Complaint to Contest Will and Complaint for Declaratory Judgment. The Plaintiffs argued, among other things, that the June 13, 2002 contract to execute wills precluded the June 28, 2002 will and that Mrs. Brown was unduly influenced by Defendant. In August 2006, Defendant filed a motion for summary judgment. Defendant argued that the Trial Court lacked subject matter jurisdiction to hear a will contest based on this contractual dispute. Defendant further argued that the Plaintiffs had failed to carry their burden of proof as to claims of undue influence. The Trial Court denied Defendant’s motion for summary judgment with respect to his argument that the Trial Court lacked subject matter jurisdiction but granted Defendant’s motion for summary judgment with respect to the Plaintiffs’ claim of undue influence.

In May 2010, the Plaintiffs filed a motion for summary judgment. The Plaintiffs, in their accompanying memorandum of law, requested that the Trial Court void Mrs. Brown’s June 28, 2002 will. In June 2010, Defendant filed another motion for summary judgment. In his memorandum of law, Defendant argued primarily that the June 13, 2002 will contract was not supported by valid consideration. Defendant characterized the June 13, 2002 will as Mrs. Brown “giving three-fourths (3/4) of her commercial property to Roy Brown’s children in consideration of having no place to live after Roy, Jr.’s death and for her son [Defendant] to have an interest in real property that Roy Brown, Jr. did not own.” A hearing on these cross-motions for summary judgment was held in September, 2010.

In January 2011, the Trial Court entered an order denying Defendant’s motion for summary judgment and granting the Plaintiffs’ motion for summary judgment. The Trial Court found that the June 13, 2002 contract to execute wills was supported by adequate consideration and declared the June 28, 2002 will of Mrs. Brown null and void. Defendant appeals. We affirm the judgment of the Trial Court.

Discussion

Though not stated exactly as such, Defendant raises two issues on appeal: 1) whether the Trial Court erred in denying Defendant’s motion for summary judgment and holding instead that the Trial Court had subject matter jurisdiction to hear this will contest based on a breach of contract claim; and 2) whether the Trial Court erred in denying Defendant’s motion for summary judgment after finding that the June 13, 2002 contract to execute mutual wills was supported by adequate consideration.

-3- As this appeal stems from a summary judgment disposition, we will apply the standard of review for summary judgment cases.2 Our Supreme Court reiterated the standard of review in summary judgment cases as follows:

The scope of review of a grant of summary judgment is well established. Because our inquiry involves a question of law, no presumption of correctness attaches to the judgment, and our task is to review the record to determine whether the requirements of Rule 56 of the Tennessee Rules of Civil Procedure have been satisfied. Hunter v. Brown, 955 S.W.2d 49

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In Re: Estate of Ina Ruth Brown, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-estate-of-ina-ruth-brown-tennctapp-2011.