In Re Williams' Estate

1954 OK 75, 272 P.2d 397, 1954 Okla. LEXIS 574
CourtSupreme Court of Oklahoma
DecidedMarch 2, 1954
DocketNo. 34985
StatusPublished

This text of 1954 OK 75 (In Re Williams' Estate) is published on Counsel Stack Legal Research, covering Supreme Court of Oklahoma primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
In Re Williams' Estate, 1954 OK 75, 272 P.2d 397, 1954 Okla. LEXIS 574 (Okla. 1954).

Opinion

CORN, Justice.

Jennie Williams was married to Stewart Williams in July, 1941. At the time of marriage she owned and was in possession of the property, herein involved as her separate property. Stewart Williams owned no property at the time of their marriage. On June 30, 1945, Jennie Williams executed a will, the material portions of which appear hereafter, and died on December 3, 1945.

“First — I direct the payment of all my just debts and funeral expenses.
“Second — I have no children living except an adopted daughter, Bernice Jackson, Oklahoma City, Oklahoma, and to her I give and bequeath the sum o,f One Dollar ($1.00).
“Third — The East 91.15 feet of Lots One (1) and Tyro- (2), Block Twenty-Four (.24), Park Place Addition to Oklahoma City, Oklahoma County, State of Oklahoma, is my separate* property; the same having been acquired by me prior to my marriage to my present beloved husband, Stewart Williams. In lieu of any statutory [398]*398rights that my husband, Stewart Williams, may have in and to any part of my estate, I give and devise to my said husband, Stewart Williams, a life estate in and to the said East 91.15 feet of Lots One (1) and Two (2), Block Twenty-Four (24), Park Place Addition to Oklahoma City, Oklahoma County, State of Oklahoma. During his life time he shall have the use of said property including the income therefrom. From the said income from said property he shall pay all taxes and assessments against said property and make payments on any incumbrances that may exist against the said property, and shall keep the property in a good state of repair. He shall have authority to manage and lease said property but shall not -have power or authority to sell or otherwise dispose of the same.
“Fourth — Upon the death of the said Stewart Williams, I give, devise and bequeath the said East 91.15 feet of Lots One (1) and Two (2), Block Twenty-Four (24), and the income remaining therefrom at his death, to the following persons, in equal shares, to-wit:
Sherill Wendall Miller, 813 N. Water St., Wichita, Kansas
Harold Wadsworth Miller, 813 N. Water St., Wichita, Kansas
Ida Marie Miller, 813 N. Water St. Wichita, Kansas
Delores Jean Walters, 1050 Ohio St., Wichita, Kansas
Haslcelene Houston, Prairie View, Texas
Kaylyne Jackson, 1321 NE 9th. St. Oklahoma City, Oklahoma
“Fifth — All of my personal property I give and bequeath to my husband, Stewart Williams.
“Sixth — In the event my husband, Stewart Williams, does not elect to take under and in accordance with this Last Will and Testament, but elects to take under the statutes and laws of the State of Oklahoma, then and in that event, I give and devise the balance of my estate in equal shares to the aforesaid.”

This will was admitted to probate and letters testamentary were granted Stewart Williams. Thereafter, as executor, he filed petition to sell a portion (West 45 feet) of the described property, waived any homestead interest therein and alleged such sale to be necessary to pay funeral expenses, taxes and costs of administration.

An order for hearing the executor’s petition was issued and objections thereto were filed in behalf of testatrix’s nieces and nephews who were devisees under the will. An informal hearing was held but no order of sale was made, and the only evidence relative thereto was elicited from witnesses in the instant case, who had appeared at such hearing pursuant to notice.

February 2, 1948, Bernice Jackson filed petition for letters of administration with will annexed alleging Stewaltt Williams’ death, and her own prior right to such appointment as a surviving child. Upon such application she was appointed and qualified as administratrix. Pursuant to order of the probate court the real property was sold. The administratrix, thereafter, filed her final account and petition, for determination of heirs and distribution of the estate ($769771) less administration expenses. At some time during these proceedings June Williams Spencer was appointed administratrix of the estate of Stewart Williams.

Objections to distribution of the estate were filed by one Smith, alleging that Stewart Williams had not elected to take-under the will during his lifetime, but hadi elected to take under the law of succession,, and thereby succeeded to an undivided half interest in the West 45 feet of the property; that he had sold this half interest, to the objector (Smith) for $1250, and. executed a deed therefor, and thus the-proceeds in the administratrix’s hands, accruing from sale of the property, constituted a trust fund for the objector’s, benefit. After a hearing the probate court, found Stewart Williams had made no election during his lifetime, and therefore his-. [399]*399estate was entitled to participate in Jennie Williams estate under the laws oí succession. A decree of distribution was entered setting over one half of the estate to the estate of Stewart Williams, and distributing the remaining one half in accordance with terms of the will.

The parents (natural guardians) of the minor devisees appealed to the district court where the case was tried de novo. Determination of the case involved a question of fact as to whether, during his lifetime, Stewart Williams elected to take under the will or by the law of descent and distribution. After hearing the evidence the trial court decreed that, by reason of his acts and acceptance of benefits under the will he had elected to take thereunder.

Judgment was entered reversing the final decree and order of distribution of the probate court. The motion for new trial filed by June Williams Spencer was overruled, and she has appealed from the order overruling motion for new trial and the judgment rendered by the trial court.

The matters relied upon for reversal of this judgment are presented under two propositions. It is contended first the evidence shows that during his lifetime Stewart Williams affirmatively elected not to take under the will, but to take under the law of descent and distribution. This contention, and the supporting argument, involves a question of fact and necessarily require examination of the record evidence. Plaintiff in error points out that as surviving spouse under the will Stewart Williams only received a life estate in the property whereas, under the law of succession, he would have been entitled to one half of the entire estate.

Plaintiff in error relies upon the following rule announced in syllabus 2 of Fox, Ex’x., v. Fox, 117 Okl. 46, 245 P. 641:

“No general rule can be formulated defining what acts of acceptance or acquiescence will constitute an ‘election’ between a devise in a will and a right inconsistent with the will, but there must be an intention to make an ‘election,’ or some decisive act, that will prevent restoring the parties affected to the same situation as if such acts had not been performed.”

Upon this basis it is urged that the evidence reveals decisive, unequivocal acts upon the part of Stewart Williams evidencing his intention to take under the statute.

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Related

Stevens v. Rogers
1937 OK 314 (Supreme Court of Oklahoma, 1937)
Fox v. Fox
1926 OK 245 (Supreme Court of Oklahoma, 1926)

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Bluebook (online)
1954 OK 75, 272 P.2d 397, 1954 Okla. LEXIS 574, Counsel Stack Legal Research, https://law.counselstack.com/opinion/in-re-williams-estate-okla-1954.