Janes v. Rogers

271 S.W.2d 930, 224 Ark. 116
CourtSupreme Court of Arkansas
DecidedNovember 1, 1954
Docket5-481
StatusPublished
Cited by21 cases

This text of 271 S.W.2d 930 (Janes v. Rogers) is published on Counsel Stack Legal Research, covering Supreme Court of Arkansas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Janes v. Rogers, 271 S.W.2d 930, 224 Ark. 116 (Ark. 1954).

Opinions

Minor W. Millwee, Justice.

Appellees, Edgar and Elvia Rogers, are the sons of J. D. Rogers, deceased, by his first marriage. They instituted this suit to have the probated will of Ella Rogers, deceased, their stepmother, set aside on the ground that it constituted a fraud upon the court and appellees, and a breach of a contract pursuant to which the said J. D. Rogers and Ella Rogers made valid mutual and reciprocal wills. Appellants, Lawrence and J. D. Janes, are-the sons of Ella Rogers by a previous marriage. The suit is against both as sole heirs of Ella Rogers, deceased, and beneficiaries under said probated will, and against Lawrence Janes as executor of said will.

The court found for appellees, ordered revocation and cancellation of the purported will last made by Ella Rogers and directed that the reciprocal wills previously made by J. D. and Ella Rogers be admitted to probate.

There is no dispute in the material facts. When J. D. and Ella Rogers were married in 1930, each had two sons by a former marriage and no children were born of their own marriage. J. D. Rogers was employed in a furniture store and the parties accumulated certain real and personal properties through their joint efforts. In 1944 they purchased a home in Hot Springs which was also an apartment building, taking title by the entirety. There is evidence that other real estate was acquired but it was not definitely shown whether title was taken in the name of the husband alone or by the entirety. Shortly prior to January 25, 1945, Mr. and Mrs. Rogers went to the office of a Hot Springs attorney who was well acquainted with Mrs; Rogers. They told him about their children, the nature of their properties which they wanted distributed equally to the four sons upon the death of the surviving parent who would be allowed to use the properties “to live on.” On cross-examination the attorney stated quite positively that Mr. and Mrs. Rogers had an “understanding or agreement” as to the disposition of their properties. After full consideration of their wishes and intentions he advised the execution of reciprocal wills to effectuate the agreement.

On January 25,1945, Mr. and Mrs. Rogers came back to the attorney’s office where they executed separate identical and reciprocal wills in which each devised and bequeathed all his or her property to the other for life with full power of disposition during the life of the survivor and remainder over to the four sons, share and share alike, and in the event of the decease of either son, then to the heirs of his body. At the time of the execution of the wills the attorney advised that only the will of the survivor was to be probated. There was no direct reference in the wills to the contract to make them. Also upon Ms advice, the wills were lodged in the office of the county and probate clerk for safekeeping on the date of execution.. J. D. Rogers died July 14, 1947, and his will was never offered for probate. On July 18,1951, Ella Rogers withdrew the reciprocal wills from the clerk’s office and the following day executed another will under the terms of which her two sons, the appellants, were made principal beneficiaries contrary to provisions of the reciprocal wills. Ella Rogers died February 16, 1953, and appellant Lawrence Janes, as executor, proceeded to probate the will executed by his mother in 1951.

Appellee, Elvia Rogers, testified, without objection, that he was called to the home of his father and stepmother shortly after the execution of the reciprocal wills in 1945 and was fully informed by both parents of the terms of the two wills which had been drawn “to protect each of their children.” It was then and there agreed to be a fair way to dispose of their properties remaining upon the death of the surviving parent. Neither appellee liad any knowledge of the withdrawal of the reciprocal wills or the subsequent execution of the second will by their stepmother until notified by the attorney representing the appellant-executor after said will was offered for probate in 1953. They then instituted the present suit.

..... The principal contention for reversal is that the proof is insufficient to establish a valid contract to make reciprocal wills. In considering this contention we deem it appropriate to notice certain general principles applicable to a proper solution of the issues.. We have, repeatedly held that a valid .oral contract to-devise .or convey, real estate may be made, which is enforceable in equity. Williams v. Williams, 128 Ark. 1, 193 S. W. 82; Speck v. Dodson, 178 Ark. 549, 11 S. W. 2d 456. We have also held that the proof to establish such contract must be clear and convincing. Crews v. Crews, 212 Ark. 734, 207 S. W. 2d 606. The same degree of proof is required to Establish a contract for the execution of wills containing reciprocal bequests of a life estate to the surviving testator with remainder to third persons designated by the contract. 57 Am. Jur., Wills, See. 728.

It is also well settled that a will is generally ambulatory until the death of the testator, and that mutual or reciprocal • wills, may be revoked at pleasure unless founded on, or emboclving, a binding contract. 69 0. J., Wills, Sec. 2719.

The general rule is that a contract for reciprocal wills need not be expressed, but may arise by implication from circumstances which make it clear that the parties had such wills in mind, that they intended to carry out their plans for testamentary disposition thereby, and that each acquiesced in the understanding of the other. 57 Am. Jur., Wills, Sec. 694. While there is considerable conflict in the decisions, we think the rule followed by the weight of authority may be stated as follows: The fact that the parties have concurrently executed separate wills, reciprocal in terms, is not sufficient, of itself, to show that the parties had entered into a contract to make such wills; but the terms of such wills afford some evidence of the contractual relation and, when read in connection with other evidence which tends to show the execution of the contract, may establish that fact. Page on Wills, Sec. 1710; Annotation on Joint, Mutual and Reciprocal Wills, 169 A. L. R. 9.

Although it is advisable from the standpoint of good draftmanship that reciprocal wills embody a reference to a contract for their execution, it is not essential to the establishment of such a contract. See 57 Am. Jur., Wills, Sec. 733, where the author further states: “An agreement to execute wills containing reciprocal bequests and provisions for the benefit of third persons may result by implication from the wills themselves, the relation of the parties, and other circumstances surrounding the parties, and the execution of the wills, all considered in combination. ’ ’

When the uncontradicted evidence is considered along with all the circumstances in the case at bar, we hold it sufficient to show that J. D. Rogers and his wife Ella made a binding contract to execute reciprocal wills which were made in compliance therewith. It is certain and clear that both parties intended and agreed that their sons should share equally in whatever property was left by the surviving parent and they left it to their attorney to prepare whatever papers were necessary to carry out their wishes and accomplish the common purpose. According to the attorney’s testimony, he prepared the reciprocal wills in conformity with their desires and pursuant to their understanding or agreement.

The case of Schramm v. Burkhart, 137 Or. 208, 2 P.

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Janes v. Rogers
271 S.W.2d 930 (Supreme Court of Arkansas, 1954)

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Bluebook (online)
271 S.W.2d 930, 224 Ark. 116, Counsel Stack Legal Research, https://law.counselstack.com/opinion/janes-v-rogers-ark-1954.