Jackson v. Jackson

252 P.2d 214, 122 Utah 507, 1953 Utah LEXIS 133
CourtUtah Supreme Court
DecidedJanuary 15, 1953
Docket7793
StatusPublished
Cited by4 cases

This text of 252 P.2d 214 (Jackson v. Jackson) is published on Counsel Stack Legal Research, covering Utah Supreme Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Jackson v. Jackson, 252 P.2d 214, 122 Utah 507, 1953 Utah LEXIS 133 (Utah 1953).

Opinions

CROCKETT, Justice.

This case concerns an alleged oral promise to make a will. Lillian Jackson, plaintiff, claims that at the time she entered into a written property settlement agreement with and divorced John Jackson in 1919, he promised to bequeath $3,500 to each of their seven children. When he died in 1949, his will did not so provide. She sues his estate in behalf of the children to enforce this oral contract. The trial court resolved the issues against her. Her appeal is based mainly upon rulings excluding her proffered evidence, a discussion of which requires a factual background.

Apparently the Jacksons had been experiencing marital difficulties for some time before their divorce. According to Lillian Jackson, a divorce proceeding was started in Utah in 1918, but because the parties were unable to agree on the terms of settlement the suit was abandoned. After negotiations for some considerable period of time, both in Utah and California, a property settlement was agreed upon and executed in California, and a divorce was granted to Lillian Jackson in December, 1919, by a California court. The agreement is made part of the pleadings. It is quite extensive in scope, dealing with the marital status and responsibilities, children’s custody, support and maintenance, and the properties accumulated by the parties. On 7 legal-size typewritten pages, it sets out 18 separate items and [510]*510parcels of property, 13 of which went to Lillian Jackson and the other 5 going to John Jackson, which division allocated the properties substantially 50-50 between them, approximately $24,000 in value to each. It also provided that plaintiff would have the custody of the children, would raise and support them at her own expense, and expressly set out that the agreement was fair and equitable and that she:

“* * * agrees not to make any demands for the support, aid or succor for herself or minor children * *

It is plaintiff’s contention that she was unwilling for a long time to enter into this agreement but that her husband finally induced her to do so by orally promising to make a will bequeathing each child $3,500 upon his death, and that at the same time he gave her a Woodmen of the World insurance certificate in the sum of $1,000, the proceeds of which were to go one-fourth to each of the four daughters.

In September, 1920, after the divorce, John Jackson came back to Utah, where the family had previously resided, and had Knox Patterson, who at times had been attorney for both Jackson and his wife, prepare a will which did in fact bequeath to each of the boys the sum of $3,500 and to each of the girls the sum of $3,250. A new Woodmen’s certificate was issued changing the beneficiary from Lillian Jackson to make the daughters beneficiaries to the extent of $250 each.

Subsequently Jackson married Sinda Jackson and eventually begat six more children. In 1946, he made the will now probated, leaving each of the living children of the first marriage $1,000 (instead of the $3,500), the balance to go to Sinda and their children. The insurance certificate was changed to make his second wife (Sinda) beneficiary; she was also named executrix of the estate.

Lillian Jackson presented a claim to the executrix on behalf of her seven children for the sum of $3,500 for each, [511]*511a total of $24,500, contending that the estate was bound by the alleged oral agreement to bequeath such sums to them.

At the trial the plaintiff relied principally on her own testimony and that of her attorney, Knox Patterson. Objections were sustained as to both, which is the gravamen of this appeal.

Plaintiff offered to testify that she refused to sign the property settlement because it divided the property equally, but left her to rear the children out of her share; that, after considerable negotiation and delay, decedent told her that if she would so agree and sign he would make a will bequeathing $3,500 to each of the children; that in reliance thereon she agreed to and signed the settlement; further, that as part performance of the agreement Jackson then gave her the $1,000 Woodmen of the World insurance certificate.

The proffer of testimony of the attorney, Knox Patterson, was that he would relate conversations had with John Jackson during the divorce negotiations in Utah between the parties; that they brought him an inventory of their property to divide equally; that he would have corroborated Lillian Jackson’s refusal to agree to any equal property division so long as she had the burden of maintaining the children; that John Jackson came to him after the California divorce had been granted in 1920 to have a will drawn bequeathing. $3,500 to each of the children with the modification that each of the four girls would only get $3,250 because of the $250 interest each had in the Woodmen’s insurance certificate; that Jackson told him the will was being made pursuant to agreement with Lillian as part of the marriage settlement; that when Patterson asked as to why these terms had not been put in the agreement, Jackson said he wasn’t going to do anything about it until after the divorce.

[512]*512The foregoing evidence was objected to on these grounds:

1. That the California statute of frauds prevents proof of an oral agreement to bequeath property.

2. That it is an attempt to vary by parol the terms of the written property settlement agreement.

3. That Lillian Jackson was an interested party assert-ting a claim adverse to the estate and therefore incompetent to testify under the “dead man’s statute.”1

4. That Patterson was acting as attorney for Jackson and was thus incompetent to testify.2

The trial court sustained the objections; if any of the grounds stated are good, the ruling must be affirmed.

Plaintiff proved the California statute of frauds by property calling the court’s attention thereto as provided in Rule 44 (f), U. R. C. P. If such law is substantive, it would make invalid the alleged contract because, if made, it was entered into in California. Sec. 1973, Cal. Code of Civil Procedure, provides:

“In the following cases the agreement is invalid, unless the same or some note or memorandum thereof he in writing, and subscribed by the party charged * * *. Evidence, therefore, of the agreement, cannot be received without the writing or secondary evidence of its contents:
* * * * *
“6. * * * an agreement to devise or bequeath any property, or to make any provision for any person by will”. (Emphasis added.)

The language of the statute just quoted seems procedural, but significantly different is Sec. 1624, 1, 2 Civil Code of California:

“The following contracts are invalid, unless * * * in writing and subscribed * * *:
[513]*513*****
“6. * * * an agreement to devise or bequeath any property, or to make any provision for any person by will.”

There being no expression limiting the latter section merely to the exclusion of evidence, it appears to be substantive. Numerous cases affirm that under the foregoing statute an oral contract to make a will will not be enforced.3

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Related

Martin v. Scholl
678 P.2d 274 (Utah Supreme Court, 1983)
Jackson v. Jackson
252 P.2d 214 (Utah Supreme Court, 1953)

Cite This Page — Counsel Stack

Bluebook (online)
252 P.2d 214, 122 Utah 507, 1953 Utah LEXIS 133, Counsel Stack Legal Research, https://law.counselstack.com/opinion/jackson-v-jackson-utah-1953.